iSHARES TRUST - USMV
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Added to | 15,236,841 | 1,434,701 | 0.09% | 0.09% | 1 | +465,870 | 3.15% | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 13,773,118 | 1,296,876 | 0.4% | 0.41% | 2 | +251,970 | 1.86% | Q4 2025 | Feb 18, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 13,023,458 | 1,226,288 | 0.09% | 0.09% | 3 | -771,137 | -5.59% | Q4 2025 | Feb 17, 2026 |
| FMR LLC | History | Added to | 12,210,947 | 1,149,782 | 0.06% | 0.05% | 4 | +2,019,562 | 19.82% | Q4 2025 | Feb 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 6,977,742 | 659,752 | 0.89% | 0.98% | 5 | +145,843 | 2.13% | Q4 2025 | Jan 08, 2026 |
| LPL Financial LLC | History | Reduced | 6,288,665 | 592,140 | 0.16% | 0.18% | 6 | -258,361 | -3.95% | Q4 2025 | Feb 11, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 4,669,005 | 439,633 | 0.24% | 0.3% | 7 | -450,579 | -8.8% | Q4 2025 | Feb 06, 2026 |
| BlackRock, Inc. | History | Reduced | 4,161,785 | 391,873 | 0.01% | 0.01% | 8 | -552,000 | -11.71% | Q4 2025 | Feb 12, 2026 |
| Millburn Ridgefield LLC /DE/ | History | No change | 3,752,960 | 353,378 | 8.42% | 8.52% | 9 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Catalyst Capital Advisors LLC | History | No change | 3,752,960 | 353,378 | 7.26% | 7.2% | 10 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 3,542,763 | 333,586 | 0.02% | 0.02% | 11 | +198,476 | 5.93% | Q4 2025 | Feb 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 3,509,626 | 330,466 | 0.06% | 0.06% | 12 | +35,930 | 1.03% | Q4 2025 | Feb 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 3,480,989 | 327,769 | 0.1% | 0.1% | 13 | -281,172 | -7.47% | Q4 2025 | Feb 10, 2026 |
| UBS Group AG | History | Reduced | 3,418,226 | 321,860 | 0.05% | 0.05% | 14 | -127,752 | -3.6% | Q4 2025 | Jan 29, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 2,808,144 | 264,383 | 0.06% | 0.06% | 15 | +217,072 | 8.38% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 2,492,600 | 234,703 | 0.33% | 0.39% | 16 | -240,800 | -8.81% | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | Added to | 2,123,167 | 199,917 | 0.22% | 0.23% | 17 | +52,128 | 2.52% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 1,995,478 | 187,894 | 0.25% | 0.25% | 18 | -40,843 | -2.01% | Q4 2025 | Feb 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 1,675,239 | 157,740 | 0.1% | 0.11% | 19 | -122,022 | -6.79% | Q4 2025 | Feb 10, 2026 |
| ROYAL BANK OF CANADA | History | New | 1,663,637 | 156,647 | 0.03% | — | 20 | +1,663,637 | New | Q4 2025 | Feb 17, 2026 |
| ASSETMARK, INC | History | Reduced | 1,554,364 | 146,358 | 0.3% | 0.33% | 21 | -69,500 | -4.28% | Q4 2025 | Jan 23, 2026 |
| SEI INVESTMENTS CO | History | Added to | 1,531,309 | 144,185 | 0.14% | 0.15% | 22 | +26,166 | 1.74% | Q4 2025 | Feb 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 1,418,508 | 133,567 | 0.35% | 0.31% | 23 | +244,905 | 20.87% | Q4 2025 | Feb 05, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 1,267,613 | 119,358 | 0.18% | 0.2% | 24 | -18,813 | -1.46% | Q4 2025 | Feb 18, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Reduced | 1,234,101 | 116,202 | 0.95% | 1.01% | 25 | -42,671 | -3.34% | Q4 2025 | Feb 13, 2026 |
| Focus Partners Wealth | History | Added to | 1,225,619 | 115,409 | 0.13% | 0.17% | 26 | +100,701 | 8.95% | Q4 2025 | Feb 13, 2026 |
| Cerity Partners LLC | History | Added to | 1,222,695 | 115,128 | 0.17% | 0.18% | 27 | +49,558 | 4.22% | Q4 2025 | Feb 11, 2026 |
| Horizon Investments, LLC | History | Reduced | 1,191,694 | 112,209 | 1.42% | 1.51% | 28 | -16,002 | -1.33% | Q4 2025 | Feb 02, 2026 |
| Mariner, LLC | History | Reduced | 1,055,276 | 99,364 | 0.12% | 0.15% | 29 | -161,667 | -13.28% | Q4 2025 | Feb 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 1,008,775 | 94,986 | 0.06% | 0.06% | 30 | +141,987 | 16.38% | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 974,737 | 91,808 | 0.13% | 0.14% | 31 | -113,757 | -10.45% | Q4 2025 | Feb 17, 2026 |
| Dynasty Wealth Management, LLC | History | Reduced | 893,591 | 84,140 | 0.83% | 1.6% | 32 | -368,247 | -29.18% | Q4 2025 | Feb 10, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | Reduced | 870,287 | 81,946 | 3.11% | 2.29% | 33 | -37,000 | -4.08% | Q4 2025 | Feb 04, 2026 |
| Brookstone Capital Management | History | Reduced | 854,348 | 80,445 | 0.92% | 1.02% | 34 | -47,238 | -5.24% | Q4 2025 | Jan 15, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 852,118 | 80,235 | 0.09% | 0.1% | 35 | -46,828 | -5.21% | Q4 2025 | Feb 17, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 800,747 | 75,398 | 0.03% | 0.0% | 36 | +793,173 | 10472.31% | Q4 2025 | Feb 10, 2026 |
| CWM, LLC | History | Added to | 795,730 | 74,926 | 0.2% | 0.22% | 37 | +11,205 | 1.43% | Q4 2025 | Jan 26, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 735,946 | 69,296 | 0.13% | 0.15% | 38 | -24,078 | -3.17% | Q4 2025 | Feb 17, 2026 |
| Quotient Wealth Partners, LLC | History | Reduced | 732,704 | 68,991 | 1.84% | 2.79% | 39 | -339,509 | -31.66% | Q4 2025 | Jan 22, 2026 |
| US BANCORP \DE\ | History | Reduced | 728,703 | 68,614 | 0.08% | 0.09% | 40 | -51,658 | -6.62% | Q4 2025 | Jan 30, 2026 |
| MAI Capital Management | History | Added to | 712,694 | 67,107 | 0.39% | 0.3% | 41 | +206,721 | 40.86% | Q4 2025 | Feb 13, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 671,440 | 63,223 | 0.15% | 0.15% | 42 | +16,132 | 2.46% | Q4 2025 | Feb 11, 2026 |
| HighTower Advisors, LLC | History | Reduced | 671,199 | 63,200 | 0.07% | 0.07% | 43 | -2,351 | -0.35% | Q4 2025 | Feb 06, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 666,308 | 62,739 | 0.34% | 0.38% | 44 | -38,272 | -5.43% | Q4 2025 | Feb 12, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 655,434 | 61,715 | 0.06% | 0.05% | 45 | +45,471 | 7.45% | Q4 2025 | Feb 13, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 573,795 | 54,028 | 1.32% | 1.33% | 46 | +24,169 | 4.4% | Q4 2025 | Jan 28, 2026 |
| Bank of New York Mellon Corp | History | Added to | 536,968 | 50,560 | 0.01% | 0.01% | 47 | +16,787 | 3.23% | Q4 2025 | Feb 10, 2026 |
| BARCLAYS PLC | History | Added to | 529,659 | 49,872 | 0.01% | 0.01% | 48 | +29,388 | 5.87% | Q4 2025 | Feb 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 508,271 | 47,858 | 0.12% | 0.13% | 49 | +6,275 | 1.25% | Q4 2025 | Feb 13, 2026 |
| Private Advisor Group, LLC | History | Reduced | 503,255 | 47,386 | 0.22% | 0.24% | 50 | -7,750 | -1.52% | Q4 2025 | Feb 17, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 475,640 | 44,786 | 0.16% | 0.21% | 51 | -20,591 | -4.15% | Q4 2025 | Feb 18, 2026 |
| Facet Wealth, Inc. | History | Added to | 462,542 | 44,015 | 0.78% | 0.88% | 52 | +17,357 | 3.9% | Q4 2025 | Jan 29, 2026 |
| GLENMEDE TRUST CO NA | History | New | 425,429 | 40,058 | 0.19% | — | 53 | +425,429 | New | Q4 2025 | Feb 17, 2026 |
| Vestcor Inc | History | Added to | 420,748 | 39,618 | 1.13% | 0.22% | 54 | +342,610 | 438.47% | Q4 2025 | Feb 11, 2026 |
| High Probability Advisors, LLC | History | Added to | 382,490 | 36,015 | 4.8% | 4.78% | 55 | +15,945 | 4.35% | Q4 2025 | Jan 29, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 379,398 | 35,724 | 0.04% | 0.03% | 56 | +30,103 | 8.62% | Q4 2025 | Feb 17, 2026 |
| ARS Wealth Advisors Group, LLC | History | Reduced | 377,494 | 35,544 | 3.2% | 3.7% | 57 | -16,020 | -4.07% | Q4 2025 | Jan 12, 2026 |
| Klingman & Associates, LLC | History | Reduced | 363,088 | 34,188 | 1.65% | 1.78% | 58 | -7,492 | -2.02% | Q4 2025 | Jan 29, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 337,176 | 31,748 | 0.04% | 0.08% | 59 | -282,611 | -45.6% | Q4 2025 | Feb 02, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 322,060 | 30,325 | 0.11% | 0.12% | 60 | -45,378 | -12.35% | Q4 2025 | Jan 30, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 318,051 | 29,947 | 0.01% | 0.0% | 61 | +258,392 | 433.11% | Q4 2025 | Feb 17, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 308,099 | 29,434 | 1.53% | 1.55% | 62 | +9,641 | 3.23% | Q4 2025 | Mar 04, 2026 |
| Lineweaver Wealth Advisors, LLC | History | Added to | 311,983 | 29,376 | 3.98% | 4.29% | 63 | +4,443 | 1.44% | Q4 2025 | Jan 14, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 309,667 | 29,158 | 0.25% | 0.25% | 64 | -22,051 | -6.65% | Q4 2025 | Jan 05, 2026 |
| Symmetry Partners, LLC | History | Added to | 307,678 | 28,970 | 1.71% | 3.07% | 65 | +11,088 | 3.74% | Q4 2025 | Jan 27, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | Added to | 290,000 | 27,306 | 0.05% | 0.02% | 66 | +172,000 | 145.76% | Q4 2025 | Feb 13, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 282,483 | 26,598 | 0.32% | 0.29% | 67 | -55,615 | -16.45% | Q4 2025 | Feb 13, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 280,368 | 26,399 | 0.11% | 0.12% | 68 | +14,229 | 5.35% | Q4 2025 | Feb 13, 2026 |
| Lido Advisors, LLC | History | Added to | 274,347 | 26,094 | 0.08% | 0.08% | 69 | +6,378 | 2.38% | Q4 2025 | Feb 10, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 271,919 | 25,603 | 0.09% | 0.09% | 70 | +4,695 | 1.76% | Q4 2025 | Feb 06, 2026 |
| GDS Wealth Management | History | Reduced | 264,659 | 24,920 | 1.56% | 1.91% | 71 | -38,763 | -12.78% | Q4 2025 | Feb 02, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 261,676 | 24,639 | 0.45% | 0.53% | 72 | -21,677 | -7.65% | Q4 2025 | Jan 07, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 253,762 | 23,894 | 1.24% | 1.31% | 73 | +5,018 | 2.02% | Q4 2025 | Feb 05, 2026 |
| Creative Planning | History | Reduced | 250,310 | 23,569 | 0.02% | 0.02% | 74 | -13,356 | -5.07% | Q4 2025 | Feb 17, 2026 |
| Well Done, LLC | History | Reduced | 244,249 | 22,998 | 3.44% | 4.01% | 75 | -3,170 | -1.28% | Q4 2025 | Jan 13, 2026 |
| Capital Advisors, Ltd. LLC | History | Reduced | 242,057 | 22,792 | 2.57% | 2.64% | 76 | -4,122 | -1.67% | Q4 2025 | Jan 21, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 241,476 | 22,737 | 0.26% | 0.26% | 77 | +5,354 | 2.27% | Q4 2025 | Jan 20, 2026 |
| Pacific Center for Financial Services | History | No change | 238,345 | 22,676 | 5.78% | 5.78% | 78 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 238,418 | 22,449 | 0.16% | 0.19% | 79 | +5,087 | 2.18% | Q4 2025 | Feb 18, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 236,531 | 22,271 | 0.3% | 0.31% | 80 | -3,403 | -1.42% | Q4 2025 | Jan 30, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 234,598 | 22,089 | 0.22% | 0.24% | 81 | -6,829 | -2.83% | Q4 2025 | Feb 13, 2026 |
| CITIGROUP INC | History | Reduced | 233,684 | 22,003 | 0.01% | 0.01% | 82 | -70,276 | -23.12% | Q4 2025 | Feb 13, 2026 |
| Cassia Capital Partners, LLC | History | Added to | 227,493 | 21,422 | 11.59% | 11.28% | 83 | +10,245 | 4.72% | Q4 2025 | Jan 16, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 226,463 | 21,323 | 0.12% | 0.11% | 84 | +17,072 | 8.15% | Q4 2025 | Jan 29, 2026 |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | History | Reduced | 224,532 | 21,142 | 3.05% | 3.17% | 85 | -3,373 | -1.48% | Q4 2025 | Feb 06, 2026 |
| Adaptive Financial Consulting, LLC | History | Added to | 222,839 | 20,982 | 8.16% | 8.21% | 86 | +6,973 | 3.23% | Q4 2025 | Feb 11, 2026 |
| Journey Advisory Group, LLC | History | Added to | 222,135 | 20,916 | 1.76% | 1.54% | 87 | +2,878 | 1.31% | Q4 2025 | Jan 27, 2026 |
| Lester Murray Antman dba SimplyRich | History | Added to | 220,714 | 20,782 | 5.43% | 5.41% | 88 | +10,019 | 4.76% | Q4 2025 | Jan 23, 2026 |
| CHOREO, LLC | History | Reduced | 216,979 | 20,601 | 0.26% | 0.28% | 89 | -10,799 | -4.74% | Q4 2025 | Jan 23, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 214,795 | 20,225 | 0.25% | 0.27% | 90 | -2,176 | -1.0% | Q4 2025 | Jan 26, 2026 |
| &PARTNERS | History | Added to | 211,695 | 19,937 | 0.1% | 0.1% | 91 | +52,001 | 32.56% | Q4 2025 | Feb 17, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Reduced | 211,341 | 19,899 | 1.91% | 1.94% | 92 | -631 | -0.3% | Q4 2025 | Feb 23, 2026 |
| Financial Enhancement Group LLC | History | Added to | 203,637 | 19,211 | 2.5% | 2.11% | 93 | +38,998 | 23.69% | Q4 2025 | Jan 23, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 202,560 | 19,073 | 0.03% | 0.03% | 94 | +21,184 | 11.68% | Q4 2025 | Mar 16, 2026 |
| INTRUST BANK NA | History | Added to | 202,328 | 19,051 | 1.58% | 1.54% | 95 | +7,085 | 3.63% | Q4 2025 | Feb 06, 2026 |
| Equitable Holdings, Inc. | History | Added to | 202,099 | 19,029 | 0.13% | 0.12% | 96 | +26,423 | 15.04% | Q4 2025 | Feb 17, 2026 |
| Meridian Wealth Advisors, LLC | History | Added to | 197,634 | 18,609 | 2.58% | 1.9% | 97 | +56,912 | 40.44% | Q4 2025 | Feb 17, 2026 |
| Wealth Advisors of Iowa, LLC | History | Added to | 196,636 | 18,515 | 6.08% | 6.26% | 98 | +3,272 | 1.69% | Q4 2025 | Feb 05, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 193,885 | 18,256 | 0.11% | 0.1% | 99 | +49,072 | 33.89% | Q4 2025 | Feb 17, 2026 |
| Summit Wealth Partners, LLC | History | Reduced | 188,694 | 17,767 | 3.28% | 3.5% | 100 | -15,231 | -7.47% | Q4 2025 | Jan 27, 2026 |
| Syntegra Private Wealth Group, LLC | History | Reduced | 186,379 | 17,549 | 1.61% | 1.72% | 101 | -4,945 | -2.58% | Q4 2025 | Feb 10, 2026 |
| COMERICA BANK | History | Reduced | 186,307 | 17,542 | 0.07% | 0.07% | 102 | -16,540 | -8.15% | Q4 2025 | Jan 29, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 181,768 | 17,115 | 1.01% | 1.12% | 103 | +8,365 | 4.82% | Q4 2025 | Feb 10, 2026 |
| ANDERSON HOAGLAND & CO | History | Added to | 181,591 | 17,098 | 1.47% | 1.49% | 104 | +7,254 | 4.16% | Q4 2025 | Jan 05, 2026 |
| Leonard Rickey Investment Advisors P.L.L.C. | History | Reduced | 176,499 | 16,619 | 3.0% | 3.2% | 105 | -2,107 | -1.18% | Q4 2025 | Jan 14, 2026 |
| BARRETT & COMPANY, INC. | History | Added to | 175,048 | 16,482 | 5.5% | 5.5% | 106 | +6,328 | 3.75% | Q4 2025 | Jan 28, 2026 |
| Darrow Company, Inc. | History | Added to | 174,806 | 16,459 | 7.4% | 7.58% | 107 | +2,383 | 1.38% | Q4 2025 | Jan 27, 2026 |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | History | Added to | 173,103 | 16,299 | 5.15% | 5.26% | 108 | +4,632 | 2.75% | Q4 2025 | Feb 12, 2026 |
| Asset Advisors Investment Management, LLC | History | Added to | 172,019 | 16,197 | 1.49% | 1.53% | 109 | +2,455 | 1.45% | Q4 2025 | Jan 23, 2026 |
| Trinity Wealth Management, LLC | History | Added to | 168,003 | 15,819 | 5.83% | 5.91% | 110 | +2,344 | 1.41% | Q4 2025 | Jan 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 166,194 | 15,648 | 0.0% | 0.0% | 111 | -54,231 | -24.6% | Q4 2025 | Mar 25, 2026 |
| Carrera Capital Advisors | History | Reduced | 164,230 | 15,463 | 2.6% | 2.97% | 112 | -9,862 | -5.66% | Q4 2025 | Jan 30, 2026 |
| Armbruster Capital Management, Inc. | History | Reduced | 164,178 | 15,459 | 2.6% | 2.69% | 113 | -2,184 | -1.31% | Q4 2025 | Jan 23, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | New | 164,073 | 15,449 | 0.03% | — | 114 | +164,073 | New | Q4 2025 | Feb 17, 2026 |
| Leelyn Smith, LLC | History | Added to | 157,105 | 14,793 | 2.14% | 2.2% | 115 | +3,446 | 2.24% | Q4 2025 | Jan 28, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 156,430 | 14,729 | 0.08% | 0.1% | 116 | -8,517 | -5.16% | Q4 2025 | Feb 03, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 156,103 | 14,698 | 0.27% | 0.4% | 117 | -56,366 | -26.53% | Q4 2025 | Feb 17, 2026 |
| Sovereign Investment Advisors, LLC | History | Reduced | 153,932 | 14,494 | 3.63% | 11.68% | 118 | -296,127 | -65.8% | Q4 2025 | Feb 13, 2026 |
| Koenig Investment Advisory, LLC | History | New | 148,155 | 14,341 | 11.63% | — | 119 | +148,155 | New | Q4 2025 | Mar 03, 2026 |
| Sigma Planning Corp | History | Reduced | 150,453 | 14,166 | 0.39% | 0.41% | 120 | -2,445 | -1.6% | Q4 2025 | Jan 30, 2026 |
| Beacon Bank & Trust | History | Added to | 146,907 | 13,832 | 2.81% | 2.78% | 121 | +10,964 | 8.07% | Q4 2025 | Feb 17, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 143,176 | 13,481 | 0.33% | 0.34% | 122 | -4,925 | -3.33% | Q4 2025 | Feb 13, 2026 |
| IFP Advisors, Inc | History | Added to | 142,248 | 13,394 | 0.3% | 0.25% | 123 | +40,424 | 39.7% | Q4 2025 | Feb 06, 2026 |
| Merit Financial Group, LLC | History | Added to | 139,648 | 13,149 | 0.11% | 0.12% | 124 | +1,947 | 1.41% | Q4 2025 | Jan 26, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 139,415 | 13,127 | 0.08% | 0.1% | 125 | -20,451 | -12.79% | Q4 2025 | Jan 29, 2026 |
| KilterHowling LLC | History | Added to | 137,205 | 12,919 | 6.55% | 7.06% | 126 | +3,989 | 2.99% | Q4 2025 | Feb 13, 2026 |
| IRONWOOD WEALTH MANAGEMENT, INC. | History | Reduced | 136,396 | 12,908 | 5.79% | 5.94% | 127 | -1,462 | -1.06% | Q4 2025 | Jan 14, 2026 |
| TD Capital Management LLC | History | Reduced | 135,654 | 12,773 | 1.13% | 1.26% | 128 | -11,140 | -7.59% | Q4 2025 | Feb 26, 2026 |
| KWMG, LLC | History | Added to | 132,497 | 12,475 | 1.08% | 1.07% | 129 | +4,484 | 3.5% | Q4 2025 | Jan 16, 2026 |
| BEACON ADVISORS HOLDINGS, LLC | History | New | 131,791 | 12,409 | 6.53% | — | 130 | +131,791 | New | Q4 2025 | Feb 27, 2026 |
| White Pine Investment CO | History | Added to | 130,874 | 12,323 | 2.9% | 2.93% | 131 | +883 | 0.68% | Q4 2025 | Jan 28, 2026 |
| CAPITAL FINANCIAL GROUP INC\CO\ /ADV | History | New | 130,306 | 12,269 | 6.84% | — | 132 | +130,306 | New | Q4 2025 | Feb 17, 2026 |
| Legacy Advisory Services, LLC | History | Added to | 130,020 | 12,242 | 9.2% | 9.22% | 133 | +1,211 | 0.94% | Q4 2025 | Jan 23, 2026 |
| Insight Wealth Strategies, LLC | History | Added to | 129,626 | 12,205 | 1.4% | 1.44% | 134 | +788 | 0.61% | Q4 2025 | Jan 02, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Added to | 129,481 | 12,191 | 0.76% | 0.82% | 135 | +9,678 | 8.08% | Q4 2025 | Feb 11, 2026 |
| WEALTH MANAGEMENT RESOURCES, INC. | History | Reduced | 125,786 | 11,844 | 4.17% | 4.21% | 136 | -11,005 | -8.05% | Q4 2025 | Jan 30, 2026 |
| Fortune Financial Advisors, LLC | History | Reduced | 125,399 | 11,807 | 7.96% | 9.13% | 137 | -2,099 | -1.65% | Q4 2025 | Jan 23, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Reduced | 123,619 | 11,639 | 0.65% | 0.8% | 138 | -12,913 | -9.46% | Q4 2025 | Feb 04, 2026 |
| Spectrum Asset Management, Inc. (NB/CA) | History | Reduced | 122,762 | 11,559 | 3.86% | 4.12% | 139 | -402 | -0.33% | Q4 2025 | Jan 26, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 121,926 | 11,480 | 0.6% | 0.72% | 140 | +1,209 | 1.0% | Q4 2025 | Jan 26, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Reduced | 119,794 | 11,279 | 0.39% | 0.39% | 141 | -1,133 | -0.94% | Q4 2025 | Feb 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 119,268 | 11,230 | 0.01% | 0.01% | 142 | -6,427 | -5.11% | Q4 2025 | Feb 17, 2026 |
| Apella Capital, LLC | History | Reduced | 118,822 | 11,188 | 0.22% | 0.29% | 143 | -22,213 | -15.75% | Q4 2025 | Jan 21, 2026 |
| Atom Investors LP | History | Added to | 118,443 | 11,152 | 0.89% | 0.78% | 144 | +10,899 | 10.13% | Q4 2025 | Feb 17, 2026 |
| KENNEDY INVESTMENT GROUP | History | Added to | 117,219 | 11,037 | 4.16% | 4.17% | 145 | +6,942 | 6.3% | Q4 2025 | Feb 06, 2026 |
| Capital Planning LLC | History | Reduced | 116,412 | 10,901 | 3.05% | 3.25% | 146 | -716 | -0.61% | Q4 2025 | Jan 23, 2026 |
| Portfolio Design Labs, LLC | History | Reduced | 112,936 | 10,634 | 1.75% | 2.01% | 147 | -10,398 | -8.43% | Q4 2025 | Feb 11, 2026 |
| Ancora Advisors LLC | History | Added to | 112,734 | 10,615 | 0.22% | 0.21% | 148 | +2,152 | 1.95% | Q4 2025 | Feb 17, 2026 |
| Winthrop Capital Management, LLC | History | Reduced | 112,484 | 10,591 | 2.47% | 2.68% | 149 | -3,889 | -3.34% | Q4 2025 | Feb 10, 2026 |
| Garrett Wealth Advisory Group, LLC | History | Reduced | 112,093 | 10,554 | 1.99% | 2.12% | 150 | -2,446 | -2.14% | Q4 2025 | Feb 04, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 111,116 | 10,462 | 0.23% | 0.27% | 151 | -8,942 | -7.45% | Q4 2025 | Jan 27, 2026 |
| AE Wealth Management LLC | History | Added to | 111,002 | 10,451 | 0.06% | 0.04% | 152 | +39,788 | 55.87% | Q4 2025 | Jan 26, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 109,984 | 10,356 | 0.04% | 0.05% | 153 | -575 | -0.52% | Q4 2025 | Feb 17, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 109,629 | 10,322 | 0.82% | 0.86% | 154 | +1,568 | 1.45% | Q4 2025 | Feb 04, 2026 |
| JMAC ENTERPRISES LLC | History | Added to | 108,684 | 10,233 | 1.96% | 2.01% | 155 | +1,942 | 1.82% | Q4 2025 | Jan 21, 2026 |
| SG Trading Solutions, LLC | History | New | 108,078 | 10,177 | 2.36% | — | 156 | +108,078 | New | Q4 2025 | Feb 24, 2026 |
| Brickley Wealth Management | History | Added to | 106,499 | 10,027 | 1.69% | 1.77% | 157 | +29 | 0.03% | Q4 2025 | Jan 29, 2026 |
| Sowell Financial Services LLC | History | Reduced | 105,799 | 9,961 | 0.37% | 0.39% | 158 | -241 | -0.23% | Q4 2025 | Jan 21, 2026 |
| Ascent Group, LLC | History | Reduced | 105,520 | 9,935 | 0.34% | 0.38% | 159 | -6,292 | -5.63% | Q4 2025 | Jan 20, 2026 |
| Bellwether Advisors, LLC | History | Added to | 104,166 | 9,808 | 1.57% | 1.63% | 160 | +848 | 0.82% | Q4 2025 | Feb 09, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 103,906 | 9,783 | 0.2% | 0.25% | 161 | -10,355 | -9.06% | Q4 2025 | Feb 03, 2026 |
| Rakuten Investment Management, Inc. | History | No change | 102,883 | 9,745 | 0.03% | 0.03% | 162 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Bay Rivers Group | History | Added to | 103,116 | 9,709 | 3.93% | 4.1% | 163 | +744 | 0.73% | Q4 2025 | Jan 07, 2026 |
| Flagship Private Wealth, LLC | History | Reduced | 101,787 | 9,584 | 3.77% | 3.9% | 164 | -183 | -0.18% | Q4 2025 | Feb 04, 2026 |
| New England Private Wealth Advisors LLC | History | Reduced | 101,575 | 9,564 | 1.19% | 1.32% | 165 | -3,447 | -3.28% | Q4 2025 | Feb 13, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 100,406 | 9,454 | 0.01% | 0.02% | 166 | -1,677 | -1.64% | Q4 2025 | Feb 13, 2026 |
| MorganRosel Wealth Management, LLC | History | Reduced | 100,301 | 9,444 | 2.36% | 2.61% | 167 | -5,503 | -5.2% | Q4 2025 | Feb 13, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 99,809 | 9,398 | 0.24% | 0.26% | 168 | +868 | 0.88% | Q4 2025 | Feb 17, 2026 |
| MA Private Wealth | History | Added to | 98,840 | 9,306 | 1.55% | 1.53% | 169 | +3,060 | 3.19% | Q4 2025 | Feb 03, 2026 |
| ALPHA CAPITAL ADVISORS INC /ADV | History | New | 98,039 | 9,243 | 8.58% | — | 170 | +98,039 | New | Q4 2025 | Feb 18, 2026 |
| Van Hulzen Asset Management, LLC | History | Added to | 98,158 | 9,242 | 0.68% | 0.67% | 171 | +2,853 | 2.99% | Q4 2025 | Feb 06, 2026 |
| Savant Capital, LLC | History | Added to | 97,101 | 9,143 | 0.05% | 0.05% | 172 | +11,633 | 13.61% | Q4 2025 | Feb 10, 2026 |
| M&T BANK CORP | History | Reduced | 96,455 | 9,082 | 0.03% | 0.03% | 173 | -4,275 | -4.24% | Q4 2025 | Jan 30, 2026 |
| Calamos Wealth Management LLC | History | Added to | 95,191 | 8,963 | 0.31% | 0.33% | 174 | +320 | 0.34% | Q4 2025 | Jan 29, 2026 |
| Diversify Advisory Services, LLC | History | Reduced | 93,831 | 8,859 | 0.28% | 0.3% | 175 | -2,445 | -2.54% | Q4 2025 | Jan 23, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 93,655 | 8,818 | 0.1% | 0.14% | 176 | +8,469 | 9.94% | Q4 2025 | Jan 29, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 91,985 | 8,661 | 0.21% | 0.22% | 177 | -619 | -0.67% | Q4 2025 | Feb 17, 2026 |
| COURIER CAPITAL LLC | History | Added to | 90,904 | 8,559 | 0.48% | 0.43% | 178 | +12,880 | 16.51% | Q4 2025 | Jan 29, 2026 |
| BridgePort Financial Solutions, LLC | History | Reduced | 90,771 | 8,546 | 2.3% | 2.34% | 179 | -762 | -0.83% | Q4 2025 | Jan 16, 2026 |
| STOCK YARDS BANK & TRUST CO | History | Reduced | 90,201 | 8,493 | 0.26% | 0.28% | 180 | -5,194 | -5.44% | Q4 2025 | Jan 21, 2026 |
| KELLY FINANCIAL GROUP LLC | History | Added to | 89,272 | 8,405 | 2.14% | 2.16% | 181 | +3,808 | 4.46% | Q4 2025 | Jan 23, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 88,242 | 8,308 | 0.13% | 0.14% | 182 | -1,449 | -1.62% | Q4 2025 | Feb 12, 2026 |
| Custos Family Office, LLC | History | Reduced | 87,678 | 8,255 | 5.63% | 5.34% | 183 | -11,667 | -11.74% | Q4 2025 | Feb 17, 2026 |
| Torrey-Payne Wealth Management, LLC | History | New | 85,719 | 8,187 | 7.34% | — | 184 | +85,719 | New | Q4 2025 | Feb 19, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Added to | 85,978 | 8,095 | 0.15% | 0.04% | 185 | +64,803 | 306.04% | Q4 2025 | Feb 10, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 102,613 | 8,052 | 0.2% | 0.19% | 186 | +84 | 0.08% | Q4 2025 | Feb 11, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 85,277 | 8,029 | 0.39% | 0.46% | 187 | +4,592 | 5.69% | Q4 2025 | Jan 28, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 83,719 | 7,882 | 0.1% | 0.13% | 188 | -17,595 | -17.37% | Q4 2025 | Feb 09, 2026 |
| Guardian Asset Advisors, LLC | History | Added to | 83,668 | 7,878 | 4.1% | 4.24% | 189 | +933 | 1.13% | Q4 2025 | Jan 29, 2026 |
| ASPIRIANT, LLC | History | Reduced | 83,206 | 7,834 | 0.23% | 0.25% | 190 | -2,242 | -2.62% | Q4 2025 | Jan 20, 2026 |
| IBEX WEALTH ADVISORS | History | Reduced | 83,168 | 7,831 | 0.77% | 0.77% | 191 | -1,206 | -1.43% | Q4 2025 | Feb 17, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Added to | 82,983 | 7,813 | 0.05% | 0.05% | 192 | +3,907 | 4.94% | Q4 2025 | Feb 17, 2026 |
| Quantinno Capital Management LP | History | Added to | 82,355 | 7,754 | 0.02% | 0.02% | 193 | +19,276 | 30.56% | Q4 2025 | Feb 17, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 81,339 | 7,658 | 0.02% | 0.02% | 194 | -1,846 | -2.22% | Q4 2025 | Feb 17, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 80,000 | 7,532 | 0.02% | 0.07% | 195 | -115,000 | -58.97% | Q4 2025 | Jan 26, 2026 |
| Modus Advisors, LLC | History | Reduced | 79,573 | 7,492 | 1.98% | 2.72% | 196 | -25,629 | -24.36% | Q4 2025 | Feb 11, 2026 |
| SHEPHERD KAPLAN KROCHUK, LLC | History | Added to | 79,079 | 7,446 | 6.15% | 5.37% | 198 | +10,308 | 14.99% | Q4 2025 | Feb 13, 2026 |
| L. Roy Papp & Associates, LLP | History | Added to | 79,084 | 7,446 | 0.82% | 0.81% | 197 | +3,736 | 4.96% | Q4 2025 | Jan 28, 2026 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | History | New | 78,366 | 7,378 | 0.11% | — | 199 | +78,366 | New | Q4 2025 | Feb 17, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 77,971 | 7,341 | 0.28% | 0.28% | 200 | +1,354 | 1.77% | Q4 2025 | Feb 17, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 77,958 | 7,340 | 0.05% | 0.05% | 201 | +1,429 | 1.87% | Q4 2025 | Feb 13, 2026 |
| Essex Financial Services, Inc. | History | Reduced | 76,258 | 7,180 | 0.41% | 0.44% | 202 | -271 | -0.35% | Q4 2025 | Feb 10, 2026 |
| Shore Point Advisors, LLC | History | Added to | 75,687 | 7,126 | 3.02% | 3.17% | 203 | +398 | 0.53% | Q4 2025 | Jan 23, 2026 |
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT | History | Reduced | 75,411 | 7,100 | 2.46% | 2.71% | 204 | -2,188 | -2.82% | Q4 2025 | Jan 27, 2026 |
| EP Wealth Advisors, LLC | History | New | 75,327 | 7,092 | 0.04% | — | 205 | +75,327 | New | Q4 2025 | Feb 18, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 75,287 | 7,089 | 0.07% | 0.07% | 206 | -310 | -0.41% | Q4 2025 | Jan 13, 2026 |
| Able Wealth Management LLC | History | Added to | 74,863 | 7,049 | 2.23% | 2.59% | 207 | +2,469 | 3.41% | Q4 2025 | Jan 27, 2026 |
| Parallel Advisors, LLC | History | Reduced | 74,807 | 7,043 | 0.13% | 0.15% | 208 | -9,713 | -11.49% | Q4 2025 | Feb 11, 2026 |
| FAS Wealth Partners, Inc. | History | Added to | 74,589 | 7,023 | 0.45% | 0.48% | 209 | +263 | 0.35% | Q4 2025 | Feb 18, 2026 |
| Avant Capital LLC | History | Reduced | 74,484 | 7,013 | 4.81% | 5.11% | 210 | -1,839 | -2.41% | Q4 2025 | Feb 13, 2026 |
| Prospera Financial Services Inc | History | Reduced | 74,296 | 6,996 | 0.11% | 0.13% | 211 | -4,308 | -5.48% | Q4 2025 | Feb 09, 2026 |
| Western Wealth Management, LLC | History | Added to | 74,251 | 6,991 | 0.32% | 0.29% | 212 | +16,434 | 28.42% | Q4 2025 | Feb 05, 2026 |
| BIRCHBROOK, INC. | History | Reduced | 74,187 | 6,985 | 3.48% | 3.68% | 213 | -636 | -0.85% | Q4 2025 | Feb 04, 2026 |
| Mayflower Financial Advisors, LLC | History | Reduced | 73,952 | 6,963 | 0.84% | 0.9% | 214 | -1,047 | -1.4% | Q4 2025 | Jan 13, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 73,906 | 6,958 | 0.05% | 0.05% | 215 | +5,083 | 7.39% | Q4 2025 | Feb 12, 2026 |
| SageView Advisory Group, LLC | History | Reduced | 73,022 | 6,875 | 0.23% | 0.25% | 216 | -2,687 | -3.55% | Q4 2025 | Feb 17, 2026 |
| Mann Financial Group, Inc. | History | Reduced | 72,324 | 6,810 | 6.59% | 7.69% | 217 | -9,523 | -11.64% | Q4 2025 | Feb 09, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 72,000 | 6,779 | 0.0% | 0.0% | 218 | -75,971 | -51.34% | Q4 2025 | Feb 17, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 71,472 | 6,729 | 0.0% | 0.0% | 219 | +4,836 | 7.26% | Q4 2025 | Feb 12, 2026 |
| Per Stirling Capital Management, LLC. | History | Reduced | 71,033 | 6,688 | 0.75% | 1.0% | 220 | -16,743 | -19.07% | Q4 2025 | Feb 17, 2026 |
| Select Asset Management & Trust | History | No change | 70,420 | 6,631 | 2.06% | 2.06% | 221 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Csenge Advisory Group | History | Added to | 69,085 | 6,505 | 0.29% | 0.31% | 222 | +283 | 0.41% | Q4 2025 | Feb 06, 2026 |
| World Investment Advisors | History | Reduced | 68,481 | 6,448 | 0.1% | 0.13% | 223 | -192 | -0.28% | Q4 2025 | Mar 12, 2026 |
| Allred Capital Management, LLC | History | Added to | 68,191 | 6,420 | 2.32% | 2.24% | 224 | +453 | 0.67% | Q4 2025 | Feb 10, 2026 |
| GUERRA PAN ADVISORS, LLC | History | Reduced | 67,919 | 6,395 | 3.79% | 3.96% | 225 | -830 | -1.21% | Q4 2025 | Jan 13, 2026 |
| Sound Portfolio Advisors, LLC | History | New | 67,742 | 6,378 | 5.36% | — | 226 | +67,742 | New | Q4 2025 | Feb 05, 2026 |
| Redwood Park Advisors LLC | History | Added to | 67,453 | 6,351 | 4.32% | 4.22% | 227 | +218 | 0.32% | Q4 2025 | Feb 17, 2026 |
| Compass Financial Group, Inc. (Ohio) | History | New | 67,323 | 6,339 | 4.64% | — | 228 | +67,323 | New | Q4 2025 | Mar 04, 2026 |
| Wharton Business Group, LLC | History | Reduced | 66,635 | 6,274 | 0.24% | 0.28% | 229 | -1,259 | -1.85% | Q4 2025 | Feb 11, 2026 |
| Investment Advisory Group, LLC | History | Reduced | 66,556 | 6,266 | 1.61% | 1.76% | 230 | -1,421 | -2.09% | Q4 2025 | Jan 23, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 66,247 | 6,253 | 0.01% | 0.01% | 231 | -145 | -0.22% | Q4 2025 | Feb 05, 2026 |
| Family Manage LLC | History | Added to | 66,326 | 6,245 | 0.79% | 0.44% | 232 | +32,820 | 97.95% | Q4 2025 | Feb 17, 2026 |
| Summit Financial, LLC | History | Added to | 65,778 | 6,193 | 0.09% | 0.09% | 233 | +555 | 0.85% | Q4 2025 | Feb 13, 2026 |
| Corient Private Wealth LLC | History | Added to | 67,565 | 6,187 | 0.01% | 0.01% | 234 | +5,793 | 9.38% | Q4 2025 | Mar 09, 2026 |
| Running Point Capital Advisors, LLC | History | Reduced | 65,404 | 6,158 | 1.68% | 1.84% | 235 | -6,878 | -9.52% | Q4 2025 | Feb 17, 2026 |
| Independence Bank of Kentucky | History | Reduced | 64,843 | 6,105 | 0.76% | 0.82% | 236 | -2,351 | -3.5% | Q4 2025 | Jan 20, 2026 |
| Waverly Advisors, LLC | History | Added to | 64,543 | 6,077 | 0.05% | 0.03% | 237 | +34,357 | 113.82% | Q4 2025 | Feb 17, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 63,617 | 5,990 | 0.11% | 0.13% | 238 | -4,668 | -6.84% | Q4 2025 | Jan 16, 2026 |
| Hibernia Wealth Partners, LLC | History | Added to | 63,378 | 5,967 | 1.8% | 2.33% | 239 | +25,216 | 66.08% | Q4 2025 | Feb 12, 2026 |
| Atria Investments, Inc | History | Reduced | 62,293 | 5,865 | 0.07% | 0.07% | 240 | -568 | -0.9% | Q4 2025 | Feb 05, 2026 |
| Global Retirement Partners, LLC | History | Added to | 61,143 | 5,757 | 0.1% | 0.09% | 241 | +17,138 | 38.95% | Q4 2025 | Feb 06, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 60,789 | 5,723 | 0.0% | 0.0% | 242 | +2,076 | 3.54% | Q4 2025 | Feb 11, 2026 |
| Dakota Wealth Management | History | Added to | 60,438 | 5,690 | 0.1% | 0.12% | 243 | +69 | 0.11% | Q4 2025 | Jan 13, 2026 |
| Choate Investment Advisors | History | Reduced | 60,422 | 5,689 | 0.11% | 0.12% | 244 | -646 | -1.06% | Q4 2025 | Feb 09, 2026 |
| Sequent Asset Management, LLC | History | Added to | 59,865 | 5,637 | 2.5% | 2.58% | 245 | +2,913 | 5.11% | Q4 2025 | Feb 10, 2026 |
| Colonial Trust Advisors | History | Added to | 59,103 | 5,565 | 0.42% | 0.4% | 246 | +4,483 | 8.21% | Q4 2025 | Feb 12, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 58,778 | 5,534 | 0.11% | 0.15% | 247 | -5,122 | -8.02% | Q4 2025 | Feb 13, 2026 |
| CFM WEALTH PARTNERS LLC | History | Added to | 58,758 | 5,532 | 0.8% | 0.8% | 248 | +514 | 0.88% | Q4 2025 | Jan 27, 2026 |
| AlphaCore Capital LLC | History | Reduced | 58,487 | 5,507 | 0.12% | 0.2% | 249 | -3,084 | -5.01% | Q4 2025 | Feb 05, 2026 |
| ALLSTATE CORP | History | Added to | 58,372 | 5,496 | 0.08% | 0.1% | 250 | +12,640 | 27.64% | Q4 2025 | Feb 09, 2026 |
| Allworth Financial LP | History | New | 58,116 | 5,472 | 0.02% | — | 251 | +58,116 | New | Q4 2025 | Feb 05, 2026 |
| WealthBridge Capital Management, LLC | History | Added to | 57,965 | 5,458 | 1.24% | 1.24% | 252 | +2,411 | 4.34% | Q4 2025 | Jan 21, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 57,765 | 5,439 | 0.0% | 0.0% | 253 | +25,217 | 77.48% | Q4 2025 | Feb 12, 2026 |
| High Net Worth Advisory Group LLC | History | Reduced | 57,526 | 5,416 | 1.25% | 1.37% | 254 | -2,175 | -3.64% | Q4 2025 | Jan 23, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | Reduced | 57,225 | 5,388 | 0.35% | 0.37% | 255 | -383 | -0.66% | Q4 2025 | Jan 20, 2026 |
| CAMDEN NATIONAL BANK | History | Added to | 56,594 | 5,328 | 0.73% | 0.74% | 256 | +831 | 1.49% | Q4 2025 | Feb 10, 2026 |
| Gotham Asset Management, LLC | History | Added to | 56,069 | 5,279 | 0.02% | 0.01% | 257 | +22,709 | 68.07% | Q4 2025 | Feb 17, 2026 |
| M Holdings Securities, Inc. | History | New | 55,600 | 5,235 | 0.37% | — | 258 | +55,600 | New | Q4 2025 | Feb 11, 2026 |
| Apollon Financial, LLC | History | Reduced | 55,131 | 5,191 | 0.75% | 0.89% | 259 | -1,353 | -2.4% | Q4 2025 | Jan 22, 2026 |
| GTS SECURITIES LLC | History | New | 54,400 | 5,122 | 0.17% | — | 260 | +54,400 | New | Q4 2025 | Feb 13, 2026 |
| LITTLEJOHN FINANCIAL SERVICES, INC. | History | Added to | 54,063 | 5,090 | 3.75% | 3.74% | 261 | +168 | 0.31% | Q4 2025 | Feb 05, 2026 |
| Haverford Trust Co | History | No change | 53,596 | 5,046 | 0.04% | 0.05% | 262 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| TOMPKINS FINANCIAL CORP | History | Reduced | 52,418 | 4,935 | 0.38% | 0.42% | 263 | -501 | -0.95% | Q4 2025 | Jan 08, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 52,236 | 4,918 | 0.06% | 0.07% | 264 | +750 | 1.46% | Q4 2025 | Feb 10, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Added to | 52,197 | 4,914 | 0.53% | 0.55% | 265 | +58 | 0.11% | Q4 2025 | Jan 28, 2026 |
| Advisory Services Network, LLC | History | Added to | 50,252 | 4,731 | 0.07% | 0.07% | 266 | +463 | 0.93% | Q4 2025 | Feb 17, 2026 |
| Vise Technologies, Inc. | History | Added to | 50,158 | 4,722 | 0.09% | 0.12% | 267 | +16,949 | 51.04% | Q4 2025 | Feb 11, 2026 |
| Gateway Wealth Partners, LLC | History | Reduced | 50,068 | 4,714 | 0.52% | 0.8% | 268 | -11,864 | -19.16% | Q4 2025 | Feb 11, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 49,939 | 4,702 | 0.08% | 0.09% | 269 | -319 | -0.63% | Q4 2025 | Jan 22, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 49,712 | 4,680 | 0.16% | 0.18% | 270 | -2,886 | -5.49% | Q4 2025 | Jan 12, 2026 |
| McNaughton Wealth Management, LLC | History | Reduced | 49,385 | 4,650 | 1.91% | 1.98% | 271 | -58 | -0.12% | Q4 2025 | Jan 12, 2026 |
| Cordatus Wealth Management LLC | History | Added to | 48,708 | 4,586 | 1.06% | 1.08% | 272 | +630 | 1.31% | Q4 2025 | Jan 26, 2026 |
| Milestone Investment Advisors LLC | History | Reduced | 48,694 | 4,585 | 1.11% | 1.15% | 273 | -21 | -0.04% | Q4 2025 | Feb 11, 2026 |
| Fragasso Financial Advisors Inc | History | Reduced | 48,436 | 4,560 | 0.28% | 0.3% | 274 | -1,533 | -3.07% | Q4 2025 | Jan 07, 2026 |
| Roehl & Yi Investment Advisors, LLC | History | New | 48,398 | 4,557 | 1.81% | — | 275 | +48,398 | New | Q4 2025 | Feb 17, 2026 |
| Alpine Bank Wealth Management | History | Reduced | 47,365 | 4,459 | 0.63% | 0.65% | 276 | -1,508 | -3.09% | Q4 2025 | Jan 15, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 46,939 | 4,419 | 0.06% | 0.17% | 277 | -46,371 | -49.7% | Q4 2025 | Feb 06, 2026 |
| Montecito Bank & Trust | History | Reduced | 46,826 | 4,409 | 0.7% | 0.76% | 278 | -4,569 | -8.89% | Q4 2025 | Jan 09, 2026 |
| Arax Advisory Partners | History | New | 46,109 | 4,341 | 0.13% | — | 279 | +46,109 | New | Q4 2025 | Feb 13, 2026 |
| Round Rock Advisors LLC | History | Reduced | 45,938 | 4,325 | 0.65% | 0.72% | 280 | -2,075 | -4.32% | Q4 2025 | Jan 27, 2026 |
| COMMERCE BANK | History | Reduced | 45,828 | 4,315 | 0.02% | 0.02% | 281 | -206 | -0.45% | Q4 2025 | Feb 13, 2026 |
| Alternative Investment Advisors, LLC. | History | New | 45,677 | 4,301 | 1.85% | — | 282 | +45,677 | New | Q4 2025 | Feb 24, 2026 |
| Crestwood Advisors Group, LLC | History | Reduced | 45,284 | 4,264 | 0.07% | 0.07% | 283 | -291 | -0.64% | Q4 2025 | Feb 03, 2026 |
| Woodside Wealth Management LLC | History | Reduced | 44,988 | 4,236 | 3.16% | 3.39% | 284 | -163 | -0.36% | Q4 2025 | Jan 30, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 44,726 | 4,211 | 0.05% | 0.05% | 285 | -645 | -1.42% | Q4 2025 | Feb 13, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 44,382 | 4,179 | 0.05% | 0.06% | 286 | -13,430 | -23.23% | Q4 2025 | Feb 11, 2026 |
| RIK SAYLOR FINANCIAL, INC. | History | Reduced | 44,100 | 4,152 | 3.04% | 3.14% | 287 | -1,059 | -2.35% | Q4 2025 | Feb 12, 2026 |
| COZAD ASSET MANAGEMENT INC | History | Reduced | 43,943 | 4,137 | 0.32% | 0.33% | 288 | -58 | -0.13% | Q4 2025 | Feb 13, 2026 |
| RHS Financial, LLC | History | Added to | 43,812 | 4,125 | 2.01% | 2.14% | 289 | +499 | 1.15% | Q4 2025 | Jan 16, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 43,611 | 4,106 | 0.19% | 0.18% | 290 | -122 | -0.28% | Q4 2025 | Jan 21, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Reduced | 43,517 | 4,097 | 0.11% | 0.12% | 291 | -703 | -1.59% | Q4 2025 | Feb 13, 2026 |
| ADE, LLC | History | Reduced | 43,488 | 4,094 | 1.98% | 2.23% | 292 | -2,879 | -6.21% | Q4 2025 | Feb 10, 2026 |
| Strategic Point Investment Advisors, LLC | History | Added to | 42,752 | 4,025 | 0.56% | 0.58% | 293 | +127 | 0.3% | Q4 2025 | Jan 15, 2026 |
| Legacy Private Trust Co. | History | Reduced | 42,723 | 4,022 | 0.24% | 0.24% | 294 | -92 | -0.21% | Q4 2025 | Jan 08, 2026 |
| PECAUT & CO. | History | Added to | 42,198 | 3,973 | 1.28% | 1.26% | 295 | +1,046 | 2.54% | Q4 2025 | Feb 10, 2026 |
| HHM Wealth Advisors, LLC | History | Reduced | 41,983 | 3,953 | 0.47% | 0.47% | 296 | -716 | -1.68% | Q4 2025 | Jan 22, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | No change | 41,910 | 3,946 | 0.29% | 0.31% | 297 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Mandatum Life Insurance Co Ltd | History | No change | 41,527 | 3,910 | 0.89% | 0.94% | 298 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| CROBAN | History | Added to | 41,502 | 3,907 | 1.88% | 2.55% | 299 | +1,242 | 3.08% | Q4 2025 | Feb 13, 2026 |
| ARKANSAS FINANCIAL GROUP, INC. | History | Reduced | 41,464 | 3,904 | 0.56% | 0.59% | 300 | -513 | -1.22% | Q4 2025 | Jan 28, 2026 |
| Castellan Group | History | New | 41,342 | 3,892 | 0.49% | — | 301 | +41,342 | New | Q4 2025 | Jan 23, 2026 |
| UMB Bank, n.a. | History | Added to | 41,320 | 3,890 | 0.05% | 0.06% | 302 | +1,457 | 3.66% | Q4 2025 | Feb 13, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 41,048 | 3,864 | 0.07% | 0.07% | 303 | +3,156 | 8.33% | Q4 2025 | Feb 12, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 40,881 | 3,849 | 0.06% | 0.06% | 304 | -3,006 | -6.85% | Q4 2025 | Feb 09, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 40,646 | 3,827 | 0.09% | 0.1% | 305 | -1,437 | -3.41% | Q4 2025 | Jan 29, 2026 |
| Trilogy Capital Inc. | History | Reduced | 40,382 | 3,802 | 0.17% | 0.19% | 306 | -1,817 | -4.31% | Q4 2025 | Jan 22, 2026 |
| Acorn Wealth Advisors, LLC | History | Reduced | 40,319 | 3,796 | 1.13% | 1.29% | 307 | -3,002 | -6.93% | Q4 2025 | Feb 10, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 40,298 | 3,794 | 0.04% | 0.04% | 308 | +10,355 | 34.58% | Q4 2025 | Jan 23, 2026 |
| MUIRFIELD WEALTH ADVISORS LLC | History | Added to | 40,238 | 3,788 | 2.78% | 2.84% | 309 | +25 | 0.06% | Q4 2025 | Feb 06, 2026 |
| Cornerstone Planning, LLC | History | New | 39,812 | 3,765 | 0.87% | — | 310 | +39,812 | New | Q4 2025 | Mar 17, 2026 |
| Yeomans Consulting Group, Inc. | History | Added to | 39,679 | 3,736 | 1.09% | 1.27% | 311 | +800 | 2.06% | Q4 2025 | Jan 07, 2026 |
| Mullooly Asset Management, Inc. | History | Added to | 39,269 | 3,697 | 1.35% | 1.3% | 312 | +3,672 | 10.32% | Q4 2025 | Feb 06, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 39,024 | 3,674 | 0.58% | 0.6% | 313 | +607 | 1.58% | Q4 2025 | Feb 24, 2026 |
| Sarver Vrooman Wealth Advisors | History | Added to | 38,989 | 3,671 | 2.09% | 2.02% | 314 | +6,009 | 18.22% | Q4 2025 | Feb 10, 2026 |
| Houlihan Financial Resource Group, Ltd. | History | Added to | 38,735 | 3,660 | 1.39% | 1.33% | 315 | +22,795 | 143.01% | Q4 2025 | Feb 10, 2026 |
| Keystone Financial Group | History | Added to | 38,829 | 3,656 | 0.27% | 0.28% | 316 | +876 | 2.31% | Q4 2025 | Feb 06, 2026 |
| CGN Advisors LLC | History | Added to | 38,790 | 3,652 | 0.29% | 0.3% | 317 | +597 | 1.56% | Q4 2025 | Jan 05, 2026 |
| Weaver Consulting Group | History | Reduced | 38,767 | 3,650 | 0.89% | 0.96% | 318 | -1,075 | -2.7% | Q4 2025 | Feb 10, 2026 |
| Curtis Advisory Group, LLC | History | Reduced | 38,646 | 3,638 | 0.76% | 1.17% | 319 | -15,814 | -29.04% | Q4 2025 | Jan 23, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 38,091 | 3,586 | 0.04% | 0.05% | 320 | -198 | -0.52% | Q4 2025 | Jan 21, 2026 |
| ENZI WEALTH | History | Reduced | 37,879 | 3,584 | 1.26% | 4.65% | 321 | -103,920 | -73.29% | Q4 2025 | Jan 15, 2026 |
| Hobbs Group Advisors, LLC | History | Reduced | 37,940 | 3,572 | 1.08% | 1.87% | 322 | -25,113 | -39.83% | Q4 2025 | Jan 28, 2026 |
| Tradition Wealth Management, LLC | History | Reduced | 37,837 | 3,562 | 0.26% | 0.36% | 323 | -13,143 | -25.78% | Q4 2025 | Feb 11, 2026 |
| Wells Financial Advisors INC | History | Reduced | 37,565 | 3,537 | 6.72% | 6.45% | 324 | -13,082 | -25.83% | Q4 2025 | Feb 02, 2026 |
| Strategic Blueprint, LLC | History | Added to | 37,148 | 3,497 | 0.21% | 0.15% | 325 | +336 | 0.91% | Q4 2025 | Jan 30, 2026 |
| IFG Advisory, LLC | History | Reduced | 37,069 | 3,490 | 0.15% | 0.16% | 326 | -414 | -1.1% | Q4 2025 | Feb 10, 2026 |
| Petix & Botte Co | History | Reduced | 36,952 | 3,479 | 0.79% | 0.92% | 327 | -5,141 | -12.21% | Q4 2025 | Feb 05, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | Reduced | 36,698 | 3,455 | 0.29% | 0.3% | 328 | -65 | -0.18% | Q4 2025 | Feb 03, 2026 |
| CALTON & ASSOCIATES, INC. | History | Reduced | 36,615 | 3,447 | 0.51% | 0.57% | 329 | -3,344 | -8.37% | Q4 2025 | Feb 10, 2026 |
| Delta Wealth Advisors LLC | History | Added to | 36,591 | 3,445 | 2.88% | 2.57% | 330 | +2,014 | 5.82% | Q4 2025 | Jan 28, 2026 |
| Carr Financial Group Corp | History | Reduced | 36,514 | 3,438 | 0.91% | 1.04% | 331 | -3,148 | -7.94% | Q4 2025 | Jan 09, 2026 |
| CORA CAPITAL ADVISORS LLC | History | Reduced | 36,521 | 3,438 | 1.34% | 1.48% | 332 | -29 | -0.08% | Q4 2025 | Jan 28, 2026 |
| INVESTMENT PARTNERS, LTD. | History | Added to | 36,432 | 3,430 | 1.2% | 1.22% | 333 | +59 | 0.16% | Q4 2025 | Feb 10, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 36,406 | 3,427 | 0.08% | — | 334 | +36,397 | 404411.11% | Q4 2025 | Feb 17, 2026 |
| Cardinal Strategic Wealth Guidance | History | Added to | 36,301 | 3,418 | 0.89% | 0.93% | 335 | +139 | 0.38% | Q4 2025 | Jan 27, 2026 |
| BOKF, NA | History | Added to | 36,212 | 3,409 | 0.05% | 0.0% | 336 | +35,573 | 5566.98% | Q4 2025 | Feb 03, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 36,125 | 3,401 | 0.07% | 0.07% | 337 | +118 | 0.33% | Q4 2025 | Feb 06, 2026 |
| Pathstone Holdings, LLC | History | New | 36,000 | 3,389 | 0.01% | — | 338 | +36,000 | New | Q4 2025 | Feb 13, 2026 |
| Perfromance Wealth Partners, LLC | History | Added to | 35,861 | 3,376 | 0.09% | 0.09% | 339 | +3,085 | 9.41% | Q4 2025 | Jan 21, 2026 |
| CX Institutional | History | Reduced | 35,390 | 3,332 | 0.1% | 0.1% | 340 | -772 | -2.13% | Q4 2025 | Feb 02, 2026 |
| Reality Financial Planning Services, LLC | History | New | 34,973 | 3,293 | 3.15% | — | 341 | +34,973 | New | Q4 2025 | Feb 12, 2026 |
| Diversified Enterprises, LLC | History | Added to | 34,957 | 3,291 | 0.2% | 0.22% | 342 | +1,306 | 3.88% | Q4 2025 | Jan 28, 2026 |
| Daiwa Securities Group Inc. | History | Reduced | 34,890 | 3,285 | 0.01% | 0.01% | 343 | -910 | -2.54% | Q4 2025 | Feb 11, 2026 |
| Lexington Hill Partners, LLC | History | New | 34,820 | 3,278 | 2.46% | — | 345 | +34,820 | New | Q4 2025 | Feb 19, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Added to | 34,813 | 3,278 | 0.2% | 0.21% | 344 | +1,565 | 4.71% | Q4 2025 | Feb 17, 2026 |
| Milestone Asset Management Group, LLC | History | Added to | 34,685 | 3,265 | 1.84% | 1.82% | 347 | +4,333 | 14.28% | Q4 2025 | Feb 03, 2026 |
| Sugar Maple Asset Management, LLC | History | Reduced | 34,678 | 3,265 | 2.2% | 2.51% | 346 | -2,167 | -5.88% | Q4 2025 | Jan 20, 2026 |
| BROWN WEALTH MANAGEMENT, LLC | History | Added to | 34,550 | 3,253 | 0.86% | 0.92% | 348 | +104 | 0.3% | Q4 2025 | Feb 06, 2026 |
| Foster Group, Inc. | History | Reduced | 34,522 | 3,250 | 0.1% | 0.1% | 349 | -112 | -0.32% | Q4 2025 | Jan 12, 2026 |
| BCM ADVISORS, LLC | History | Reduced | 34,107 | 3,236 | 0.62% | 0.67% | 350 | -1,077 | -3.06% | Q4 2025 | Jan 26, 2026 |
| Delos Wealth Advisors, LLC | History | Added to | 34,105 | 3,211 | 2.12% | 2.09% | 351 | +1,494 | 4.58% | Q4 2025 | Feb 17, 2026 |
| Mutual Advisors, LLC | History | Reduced | 34,044 | 3,205 | 0.07% | 0.09% | 352 | -9,271 | -21.4% | Q4 2025 | Feb 02, 2026 |
| DEFINED WEALTH MANAGEMENT, LLC | History | Reduced | 33,965 | 3,198 | 1.84% | 1.9% | 353 | -358 | -1.04% | Q4 2025 | Jan 15, 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD | History | New | 33,646 | 3,168 | 0.46% | — | 354 | +33,646 | New | Q4 2025 | Feb 13, 2026 |
| Syverson Strege & Co | History | Reduced | 33,640 | 3,167 | 0.75% | 0.77% | 355 | -66 | -0.2% | Q4 2025 | Feb 09, 2026 |
| Johnson Financial Group, Inc. | History | Reduced | 33,608 | 3,164 | 0.12% | 0.12% | 356 | -277 | -0.82% | Q4 2025 | Feb 12, 2026 |
| 10Elms LLP | History | Reduced | 33,485 | 3,152 | 2.89% | 3.11% | 357 | -2,859 | -7.87% | Q4 2025 | Feb 13, 2026 |
| MARINO, STRAM & ASSOCIATES LLC | History | Reduced | 33,180 | 3,124 | 0.56% | 0.57% | 358 | -313 | -0.93% | Q4 2025 | Jan 16, 2026 |
| Cyndeo Wealth Partners, LLC | History | Reduced | 32,791 | 3,087 | 0.17% | 0.18% | 359 | -1,065 | -3.15% | Q4 2025 | Jan 07, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 32,394 | 3,050 | 0.0% | 0.0% | 360 | +3,119 | 10.65% | Q4 2025 | Feb 10, 2026 |
| Aureum Wealth Management, LLC | History | New | 32,390 | 3,049 | 2.83% | — | 361 | +32,390 | New | Q4 2025 | Jan 28, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 32,240 | 3,035 | 0.02% | 0.02% | 362 | -298 | -0.92% | Q4 2025 | Feb 11, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 31,907 | 3,029 | 0.2% | 0.06% | 363 | +24,072 | 307.24% | Q4 2025 | Jan 15, 2026 |
| Tacita Capital Inc | History | Reduced | 32,065 | 3,019 | 1.75% | 1.9% | 364 | -958 | -2.9% | Q4 2025 | Feb 11, 2026 |
| Pallas Capital Advisors LLC | History | Reduced | 31,990 | 3,012 | 0.1% | 0.11% | 365 | -623 | -1.91% | Q4 2025 | Jan 14, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 31,966 | 3,009 | 0.05% | 0.04% | 366 | +12,248 | 62.12% | Q4 2025 | Feb 19, 2026 |
| Emerald Advisors, LLC | History | Reduced | 31,538 | 2,969 | 0.4% | 0.57% | 367 | -13,648 | -30.2% | Q4 2025 | Jan 27, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 31,339 | 2,950 | 0.11% | 0.21% | 368 | -2,517 | -7.43% | Q4 2025 | Feb 04, 2026 |
| Bowman & Co S.C. | History | Added to | 31,020 | 2,921 | 1.23% | 1.24% | 369 | +82 | 0.27% | Q4 2025 | Jan 23, 2026 |
| Kastel Capital Advisors, LLC | History | New | 30,899 | 2,909 | 1.79% | — | 370 | +30,899 | New | Q4 2025 | Feb 18, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 30,700 | 2,890 | 0.22% | 0.24% | 371 | -723 | -2.3% | Q4 2025 | Jan 09, 2026 |
| GGM Financials LLC | History | Reduced | 30,576 | 2,879 | 1.4% | 1.68% | 372 | -4,369 | -12.5% | Q4 2025 | Feb 04, 2026 |
| Sherman Wealth Management LLC | History | New | 30,410 | 2,863 | 2.49% | — | 373 | +30,410 | New | Q4 2025 | Jan 15, 2026 |
| Aries Wealth Management | History | Reduced | 30,085 | 2,832 | 0.63% | 0.69% | 374 | -560 | -1.83% | Q4 2025 | Jan 30, 2026 |
| Savvy Advisors, Inc. | History | Added to | 29,836 | 2,809 | 0.09% | 0.1% | 375 | +6,539 | 28.07% | Q4 2025 | Jan 20, 2026 |
| One Wealth Advisors, LLC | History | Reduced | 28,435 | 2,793 | 0.34% | 0.42% | 376 | -7,027 | -19.82% | Q4 2025 | Feb 02, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 29,455 | 2,773 | 0.2% | 0.23% | 377 | -1,414 | -4.58% | Q4 2025 | Jan 21, 2026 |
| Mechanics Bank Trust Department | History | Reduced | 29,396 | 2,767 | 0.36% | 0.44% | 378 | -3,681 | -11.13% | Q4 2025 | Jan 14, 2026 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | History | Added to | 29,341 | 2,762 | 0.1% | 0.11% | 379 | +121 | 0.41% | Q4 2025 | Feb 13, 2026 |
| ETF Store, Inc. | History | Added to | 29,275 | 2,756 | 2.81% | 2.92% | 380 | +364 | 1.26% | Q4 2025 | Jan 22, 2026 |
| Icon Wealth Advisors, LLC | History | Added to | 29,239 | 2,753 | 0.18% | 0.19% | 381 | +541 | 1.89% | Q4 2025 | Feb 13, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 29,157 | 2,745 | 0.0% | 0.0% | 382 | +7,249 | 33.09% | Q4 2025 | Feb 17, 2026 |
| NEW ENGLAND ASSET MANAGEMENT INC | History | No change | 29,150 | 2,744 | 0.36% | 0.36% | 383 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Visionary Wealth Advisors | History | Reduced | 29,072 | 2,737 | 0.12% | 0.13% | 384 | -83 | -0.28% | Q4 2025 | Feb 13, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Reduced | 28,669 | 2,699 | 0.17% | 0.18% | 385 | -903 | -3.05% | Q4 2025 | Jan 23, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 28,654 | 2,698 | 0.28% | 0.31% | 386 | -888 | -3.01% | Q4 2025 | Feb 13, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 28,476 | 2,681 | 0.07% | 0.07% | 387 | +1,976 | 7.46% | Q4 2025 | Feb 09, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 28,296 | 2,664 | 0.02% | 0.02% | 388 | +1,851 | 7.0% | Q4 2025 | Jan 27, 2026 |
| MCMORGAN & CO LLC | History | Reduced | 28,130 | 2,648 | 0.44% | 0.41% | 389 | -119 | -0.42% | Q4 2025 | Feb 11, 2026 |
| Berman McAleer LLC | History | Reduced | 28,077 | 2,643 | 0.36% | 0.38% | 390 | -745 | -2.58% | Q4 2025 | Feb 05, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Reduced | 27,985 | 2,635 | 0.09% | 0.09% | 391 | -245 | -0.87% | Q4 2025 | Feb 13, 2026 |
| Wealth Management Partners, LLC | History | Reduced | 27,859 | 2,623 | 0.75% | 0.85% | 392 | -137 | -0.49% | Q4 2025 | Jan 12, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Reduced | 27,669 | 2,605 | 0.12% | 0.14% | 393 | -61 | -0.22% | Q4 2025 | Jan 12, 2026 |
| RIVER'S EDGE WEALTH MANAGEMENT, LLC | History | New | 26,906 | 2,588 | 2.53% | — | 394 | +26,906 | New | Q4 2025 | Feb 17, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Reduced | 27,478 | 2,587 | 0.26% | 0.28% | 395 | -1,128 | -3.94% | Q4 2025 | Jan 27, 2026 |
| Regal Investment Advisors LLC | History | Added to | 26,524 | 2,497 | 0.15% | 0.16% | 396 | +855 | 3.33% | Q4 2025 | Feb 17, 2026 |
| Sheridan Capital Management, LLC | History | Added to | 26,437 | 2,489 | 1.26% | 1.28% | 397 | +1,011 | 3.98% | Q4 2025 | Jan 23, 2026 |
| NWAM LLC | History | Added to | 25,742 | 2,444 | 0.14% | 0.13% | 398 | +369 | 1.45% | Q4 2025 | Feb 04, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Reduced | 25,876 | 2,436 | 0.12% | 0.24% | 399 | -10,078 | -28.03% | Q4 2025 | Feb 12, 2026 |
| Blake Schutter Theil Wealth Advisors, LLC | History | Reduced | 25,835 | 2,432 | 2.0% | 2.44% | 400 | -55 | -0.21% | Q4 2025 | Feb 02, 2026 |
| Symphony Financial Services, Inc. | History | Reduced | 25,571 | 2,407 | 1.23% | 1.31% | 401 | -91 | -0.35% | Q4 2025 | Feb 12, 2026 |
| Capital Analysts, LLC | History | Reduced | 25,388 | 2,390 | 0.07% | 0.07% | 402 | -887 | -3.38% | Q4 2025 | Feb 11, 2026 |
| Detalus Advisors, LLC | History | Reduced | 25,375 | 2,389 | 0.58% | 0.64% | 403 | -677 | -2.6% | Q4 2025 | Feb 03, 2026 |
| Composition Wealth, LLC | History | Reduced | 25,206 | 2,373 | 0.03% | 0.04% | 404 | -578 | -2.24% | Q4 2025 | Feb 02, 2026 |
| WHITTIER TRUST CO | History | No change | 25,011 | 2,364 | 0.03% | 0.03% | 405 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| MGB Wealth Management, LLC | History | Added to | 25,037 | 2,359 | 0.67% | 0.67% | 406 | +21 | 0.08% | Q4 2025 | Feb 17, 2026 |
| ACCREDITED INVESTOR SERVICES, LLC | History | Added to | 25,047 | 2,358 | 1.56% | 0.64% | 407 | +15,184 | 153.95% | Q4 2025 | Feb 09, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 25,028 | 2,356 | 0.0% | 0.0% | 408 | +204 | 0.82% | Q4 2025 | Feb 17, 2026 |
| Hansen & Associates Financial Group, Inc. | History | Added to | 24,455 | 2,345 | 1.28% | 8.67% | 409 | +2,507 | 11.42% | Q4 2025 | Feb 17, 2026 |
| Macco Financial Group, Inc. | History | New | 24,686 | 2,324 | 2.0% | — | 410 | +24,686 | New | Q4 2025 | Feb 24, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Reduced | 24,656 | 2,321 | 0.05% | 0.05% | 411 | -126 | -0.51% | Q4 2025 | Feb 18, 2026 |
| Santori & Peters, Inc. | History | Reduced | 24,525 | 2,309 | 0.79% | 0.85% | 412 | -492 | -1.97% | Q4 2025 | Jan 15, 2026 |
| Mascoma Wealth Management LLC | History | Reduced | 24,406 | 2,298 | 0.49% | 0.53% | 413 | -924 | -3.65% | Q4 2025 | Feb 04, 2026 |
| Summit Investment Advisory Services, LLC | History | Reduced | 24,090 | 2,268 | 0.86% | 0.94% | 414 | -591 | -2.39% | Q4 2025 | Feb 04, 2026 |
| Diversified Trust Co | History | Added to | 24,006 | 2,260 | 0.04% | 0.05% | 415 | +221 | 0.93% | Q4 2025 | Jan 09, 2026 |
| TPG Advisors LLC | History | Added to | 23,974 | 2,257 | 1.4% | 1.47% | 416 | +464 | 1.97% | Q4 2025 | Jan 21, 2026 |
| Strategic Investment Advisors / MI | History | Added to | 23,682 | 2,231 | 0.19% | 0.19% | 417 | +23,254 | 5433.18% | Q4 2025 | Feb 17, 2026 |
| SIGNATUREFD, LLC | History | No change | 23,671 | 2,228 | 0.03% | 0.04% | 418 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Reduced | 23,620 | 2,224 | 0.31% | 0.37% | 419 | -800 | -3.28% | Q4 2025 | Jan 12, 2026 |
| HICKS CAPITAL MANAGEMENT LLC | History | Added to | 23,532 | 2,215 | 2.23% | 3.66% | 420 | +7 | 0.03% | Q4 2025 | Feb 05, 2026 |
| ACT Advisors, LLC. | History | Reduced | 23,243 | 2,188 | 0.86% | 0.91% | 421 | -450 | -1.9% | Q4 2025 | Jan 14, 2026 |
| Hudson Oak Wealth Advisory LLC | History | New | 23,236 | 2,187 | 1.93% | — | 422 | +23,236 | New | Q4 2025 | Jan 23, 2026 |
| NewEdge Wealth, LLC | History | Added to | 23,050 | 2,170 | 0.02% | 0.03% | 423 | +32 | 0.14% | Q4 2025 | Feb 03, 2026 |
| Centurion Wealth Management LLC | History | Reduced | 22,994 | 2,165 | 0.47% | 0.5% | 424 | -30 | -0.13% | Q4 2025 | Jan 14, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | Reduced | 23,051 | 2,157 | 0.48% | 0.58% | 425 | -556 | -2.36% | Q4 2025 | Feb 04, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | Added to | 22,901 | 2,156 | 0.45% | 0.52% | 426 | +1,854 | 8.81% | Q4 2025 | Feb 13, 2026 |
| Keebeck Wealth Management | History | Reduced | 22,827 | 2,149 | 0.25% | 0.27% | 427 | -751 | -3.19% | Q4 2025 | Feb 17, 2026 |
| KIRTLAND HILLS CAPITAL MANAGEMENT, LLC | History | Added to | 22,789 | 2,145 | 0.75% | 0.67% | 428 | +5,077 | 28.66% | Q4 2025 | Feb 13, 2026 |
| XY Planning Network, Inc. | History | Added to | 22,742 | 2,141 | 0.37% | 0.23% | 430 | +15,516 | 214.72% | Q4 2025 | Jan 26, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 22,744 | 2,141 | 0.04% | 0.05% | 429 | +1,360 | 6.36% | Q4 2025 | Feb 09, 2026 |
| Advisory Alpha, LLC | History | Added to | 22,704 | 2,138 | 0.06% | 0.06% | 431 | +1,125 | 5.21% | Q4 2025 | Feb 06, 2026 |
| Tranquilli Financial Advisor LLC | History | Reduced | 22,641 | 2,131 | 1.24% | 1.27% | 432 | -16 | -0.07% | Q4 2025 | Jan 27, 2026 |
| Ballew Advisors, Inc | History | Reduced | 22,368 | 2,108 | 1.19% | 1.19% | 433 | -78 | -0.35% | Q4 2025 | Jan 14, 2026 |
| Legacy Financial Advisors, Inc. | History | Reduced | 22,320 | 2,101 | 0.29% | 0.32% | 434 | -2,373 | -9.61% | Q4 2025 | Feb 04, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Reduced | 22,200 | 2,090 | 0.24% | 0.26% | 435 | -630 | -2.76% | Q4 2025 | Jan 09, 2026 |
| VANGUARD GROUP INC | History | Added to | 22,113 | 2,082 | 0.0% | 0.0% | 436 | +272 | 1.25% | Q4 2025 | Jan 29, 2026 |
| Hilltop Partners LLC | History | Reduced | 21,745 | 2,047 | 0.53% | 0.62% | 437 | -183 | -0.83% | Q4 2025 | Feb 10, 2026 |
| Concentric Capital Strategies, LP | History | New | 21,525 | 2,026 | 0.1% | — | 438 | +21,525 | New | Q4 2025 | Feb 17, 2026 |
| CHILTON INVESTMENT CO INC. | History | No change | 21,500 | 2,024 | 0.04% | 0.04% | 439 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| PFG Investments, LLC | History | Reduced | 21,424 | 2,017 | 0.1% | 0.11% | 440 | -310 | -1.43% | Q4 2025 | Jan 26, 2026 |
| Roof Eidam Maycock Peralta, LLC | History | Added to | 21,359 | 2,011 | 0.46% | 0.49% | 441 | +13 | 0.06% | Q4 2025 | Jan 26, 2026 |
| Selby Wealth Management, LLC | History | New | 21,253 | 2,001 | 0.81% | — | 442 | +21,253 | New | Q4 2025 | Feb 13, 2026 |
| Bernardo Wealth Planning LLC | History | Reduced | 20,938 | 1,971 | 0.38% | 0.39% | 443 | -173 | -0.82% | Q4 2025 | Jan 26, 2026 |
| CoreCap Advisors, LLC | History | Added to | 20,864 | 1,964 | 0.07% | 0.07% | 444 | +753 | 3.74% | Q4 2025 | Jan 13, 2026 |
| Friedenthal Financial | History | Reduced | 20,845 | 1,962 | 1.01% | 1.06% | 445 | -776 | -3.59% | Q4 2025 | Jan 27, 2026 |
| Tanglewood Legacy Advisors, LLC | History | Reduced | 20,700 | 1,949 | 0.73% | 0.78% | 446 | -588 | -2.76% | Q4 2025 | Feb 06, 2026 |
| CAPITAL INSIGHT PARTNERS, LLC | History | Reduced | 20,602 | 1,939 | 0.41% | 0.39% | 447 | -4,403 | -17.61% | Q4 2025 | Feb 17, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | Reduced | 20,467 | 1,927 | 0.21% | 0.23% | 448 | -446 | -2.13% | Q4 2025 | Feb 13, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 20,424 | 1,923 | 0.05% | 0.06% | 449 | -521 | -2.49% | Q4 2025 | Feb 02, 2026 |
| Elevation Capital Advisory, LLC | History | Reduced | 20,388 | 1,919 | 0.78% | 3.03% | 451 | -59,257 | -74.4% | Q4 2025 | Jan 26, 2026 |
| Shepherd Financial Partners LLC | History | Reduced | 20,390 | 1,919 | 0.18% | 0.19% | 450 | -264 | -1.28% | Q4 2025 | Feb 10, 2026 |
| FORM Wealth Advisors, LLC | History | New | 20,253 | 1,907 | 0.22% | — | 452 | +20,253 | New | Q4 2025 | Jan 28, 2026 |
| Almanack Investment Partners, LLC. | History | Reduced | 20,195 | 1,901 | 0.32% | 0.3% | 453 | -124 | -0.61% | Q4 2025 | Jan 29, 2026 |
| Spire Wealth Management | History | Reduced | 20,137 | 1,896 | 0.06% | 0.07% | 454 | -507 | -2.46% | Q4 2025 | Jan 14, 2026 |
| GC Wealth Management RIA, LLC | History | Reduced | 20,118 | 1,894 | 0.07% | 0.06% | 455 | -400 | -1.95% | Q4 2025 | Jan 30, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 19,879 | 1,871 | 0.07% | 0.05% | 456 | +8,300 | 71.68% | Q4 2025 | Feb 09, 2026 |
| Forum Private Client Group LLC | History | Reduced | 19,837 | 1,867 | 0.64% | 0.69% | 457 | -454 | -2.24% | Q4 2025 | Feb 06, 2026 |
| Braeburn Wealth Management LLC | History | New | 19,784 | 1,862 | 0.95% | — | 458 | +19,784 | New | Q4 2025 | Feb 18, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 19,748 | 1,859 | 0.02% | 0.03% | 459 | -2,693 | -12.0% | Q4 2025 | Feb 05, 2026 |
| SWEENEY & MICHEL, LLC | History | Added to | 19,314 | 1,854 | 0.55% | 0.59% | 461 | +605 | 3.23% | Q4 2025 | Feb 13, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 19,691 | 1,854 | 0.06% | 0.06% | 460 | -285 | -1.43% | Q4 2025 | Jan 06, 2026 |
| Ascent Wealth Partners, LLC | History | Added to | 19,646 | 1,849 | 0.21% | 0.21% | 462 | +278 | 1.44% | Q4 2025 | Feb 02, 2026 |
| HRT FINANCIAL LP | History | New | 19,623 | 1,847 | 0.01% | — | 463 | +19,623 | New | Q4 2025 | Feb 12, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 19,571 | 1,843 | 0.02% | 0.02% | 464 | +183 | 0.94% | Q4 2025 | Feb 02, 2026 |
| PCA Investment Advisory Services Inc. | History | Reduced | 19,543 | 1,840 | 0.64% | 0.79% | 465 | -2,814 | -12.59% | Q4 2025 | Feb 10, 2026 |
| COWA, LLC | History | Reduced | 19,482 | 1,834 | 0.56% | 0.63% | 467 | -536 | -2.68% | Q4 2025 | Feb 12, 2026 |
| Ellis Investment Partners, LLC | History | Reduced | 19,487 | 1,834 | 0.32% | 0.34% | 466 | -518 | -2.59% | Q4 2025 | Feb 02, 2026 |
| STRATEGY ASSET MANAGERS LLC | History | Added to | 19,348 | 1,821 | 0.3% | 0.32% | 468 | +711 | 3.81% | Q4 2025 | Feb 11, 2026 |
| Capital Asset Advisory Services LLC | History | Reduced | 19,165 | 1,812 | 0.07% | 0.08% | 469 | -553 | -2.8% | Q4 2025 | Jan 09, 2026 |
| WELCH & FORBES LLC | History | No change | 19,116 | 1,799 | 0.02% | 0.02% | 470 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 19,035 | 1,792 | 0.01% | 0.01% | 471 | -3,362 | -15.01% | Q4 2025 | Feb 12, 2026 |
| HB Wealth Management, LLC | History | Reduced | 18,885 | 1,778 | 0.01% | 0.01% | 472 | -1,401 | -6.91% | Q4 2025 | Jan 28, 2026 |
| Summit Trail Advisors, LLC | History | Reduced | 18,765 | 1,766 | 0.03% | 0.03% | 473 | -4,456 | -19.19% | Q4 2025 | Feb 17, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | Reduced | 18,763 | 1,766 | 1.21% | 1.4% | 474 | -1,433 | -7.1% | Q4 2025 | Jan 27, 2026 |
| NorthRock Partners, LLC | History | Added to | 18,693 | 1,760 | 0.03% | 0.03% | 475 | +386 | 2.11% | Q4 2025 | Feb 17, 2026 |
| Hoese & Co LLP | History | Reduced | 18,685 | 1,759 | 1.25% | 1.77% | 476 | -5,710 | -23.41% | Q4 2025 | Jan 14, 2026 |
| GFG Capital, LLC | History | Reduced | 18,563 | 1,747 | 0.62% | 0.63% | 477 | -485 | -2.55% | Q4 2025 | Jan 15, 2026 |
| Smart Money Group LLC | History | Added to | 18,430 | 1,735 | 0.51% | 0.52% | 478 | +4 | 0.02% | Q4 2025 | Jan 30, 2026 |
| DecisionMap Wealth Management, LLC | History | Reduced | 18,280 | 1,721 | 1.06% | 1.53% | 479 | -6,823 | -27.18% | Q4 2025 | Jan 07, 2026 |
| Caprock Group, LLC | History | Added to | 18,274 | 1,720 | 0.04% | 0.04% | 480 | +1,712 | 10.34% | Q4 2025 | Jan 28, 2026 |
| Intellectus Partners, LLC | History | Added to | 18,149 | 1,708 | 0.33% | 0.32% | 481 | +640 | 3.66% | Q4 2025 | Feb 10, 2026 |
| Black Diamond Financial, LLC | History | Reduced | 18,029 | 1,697 | 0.18% | 0.2% | 482 | -687 | -3.67% | Q4 2025 | Feb 03, 2026 |
| Baring Financial LLC | History | Reduced | 18,021 | 1,696 | 1.03% | 1.18% | 483 | -139 | -0.77% | Q4 2025 | Jan 07, 2026 |
| Retirement Planning Group, LLC | History | Reduced | 17,963 | 1,691 | 0.06% | 0.06% | 484 | -658 | -3.53% | Q4 2025 | Feb 03, 2026 |
| Hershey Financial Advisers, LLC | History | New | 17,906 | 1,686 | 1.43% | — | 485 | +17,906 | New | Q4 2025 | Feb 18, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | Reduced | 17,777 | 1,673 | 0.11% | 0.11% | 486 | -517 | -2.83% | Q4 2025 | Feb 17, 2026 |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | History | Reduced | 17,713 | 1,667 | 0.59% | 0.61% | 487 | -173 | -0.97% | Q4 2025 | Jan 21, 2026 |
| 5T Wealth, LLC | History | Reduced | 17,177 | 1,617 | 0.65% | 0.8% | 488 | -2,189 | -11.3% | Q4 2025 | Jan 27, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Reduced | 17,138 | 1,613 | 0.05% | 0.06% | 489 | -3,575 | -17.26% | Q4 2025 | Jan 12, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 17,056 | 1,606 | 0.14% | 0.14% | 490 | -181 | -1.05% | Q4 2025 | Jan 26, 2026 |
| SAXON INTERESTS, INC. | History | Reduced | 17,043 | 1,604 | 0.56% | 0.65% | 491 | -619 | -3.5% | Q4 2025 | Feb 13, 2026 |
| BCGM Wealth Management, LLC | History | Reduced | 16,979 | 1,598 | 0.41% | 0.47% | 492 | -1,878 | -9.96% | Q4 2025 | Jan 07, 2026 |
| ROMAN BUTLER FULLERTON & CO | History | Reduced | 16,857 | 1,597 | 0.42% | 0.42% | 493 | -52 | -0.31% | Q4 2025 | Jan 26, 2026 |
| Centric Wealth Management | History | Reduced | 16,700 | 1,592 | 0.34% | 0.35% | 494 | -49 | -0.29% | Q4 2025 | Feb 04, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 16,581 | 1,574 | 0.06% | 0.09% | 495 | +1,615 | 10.79% | Q4 2025 | Feb 13, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 16,639 | 1,568 | 0.07% | 0.04% | 496 | +8,573 | 106.29% | Q4 2025 | Feb 03, 2026 |
| Creekside Partners | History | Added to | 16,659 | 1,568 | 0.66% | 0.7% | 497 | +14 | 0.08% | Q4 2025 | Feb 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 16,604 | 1,563 | 0.01% | 0.01% | 498 | +1,204 | 7.82% | Q4 2025 | Feb 09, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 16,532 | 1,556 | 0.09% | 0.08% | 499 | +2,108 | 14.61% | Q4 2025 | Feb 10, 2026 |
| Aspire Growth Partners LLC | History | Reduced | 16,423 | 1,546 | 1.08% | 1.2% | 500 | -861 | -4.98% | Q4 2025 | Feb 05, 2026 |
| Milestones Private Investment Advisors LLC | History | Reduced | 16,382 | 1,542 | 1.06% | 1.18% | 501 | -1,820 | -10.0% | Q4 2025 | Jan 26, 2026 |
| SYNTAX RESEARCH, INC. | History | Added to | 16,234 | 1,528 | 0.94% | 0.92% | 502 | +1,131 | 7.49% | Q4 2025 | Feb 02, 2026 |
| Wescott Financial Advisory Group, LLC | History | Added to | 16,228 | 1,527 | 0.13% | 0.14% | 503 | +67 | 0.41% | Q4 2025 | Feb 12, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | New | 16,140 | 1,519 | 0.19% | — | 504 | +16,140 | New | Q4 2025 | Jan 27, 2026 |
| New Insight Wealth Advisors | History | Added to | 16,057 | 1,511 | 0.54% | 0.5% | 505 | +2,157 | 15.52% | Q4 2025 | Feb 17, 2026 |
| CCG WEALTH MANAGEMENT, LLC | History | No change | 16,047 | 1,510 | 0.65% | 0.72% | 506 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| CIBC Private Wealth Group LLC | History | Reduced | 16,021 | 1,508 | 0.0% | 0.0% | 507 | -1,420 | -8.14% | Q4 2025 | Feb 12, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 16,013 | 1,507 | 0.03% | 0.03% | 508 | -606 | -3.65% | Q4 2025 | Jan 14, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Reduced | 15,994 | 1,505 | 0.03% | 0.05% | 510 | -7,038 | -30.56% | Q4 2025 | Feb 13, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 15,993 | 1,505 | 0.07% | 0.08% | 509 | -3,049 | -16.01% | Q4 2025 | Feb 17, 2026 |
| Golden State Equity Partners | History | Reduced | 15,856 | 1,493 | 0.24% | 0.26% | 511 | -408 | -2.51% | Q4 2025 | Jan 29, 2026 |
| Granite FO LLC | History | No change | 15,822 | 1,489 | 0.79% | 0.82% | 512 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Cynosure Group, LLC | History | Reduced | 15,812 | 1,488 | 0.15% | 0.44% | 513 | -26,612 | -62.73% | Q4 2025 | Feb 17, 2026 |
| Comprehensive Financial Consultants Institutional, Inc. | History | Reduced | 15,802 | 1,487 | 0.45% | 0.47% | 514 | -147 | -0.92% | Q4 2025 | Jan 29, 2026 |
| BROWN ADVISORY INC | History | Added to | 15,633 | 1,472 | 0.0% | 0.0% | 515 | +350 | 2.29% | Q4 2025 | Feb 13, 2026 |
| EWA, LLC | History | Added to | 15,632 | 1,471 | 0.36% | 0.32% | 516 | +3,426 | 28.07% | Q4 2025 | Feb 03, 2026 |
| Kaydan Wealth Management, Inc. | History | Reduced | 15,597 | 1,468 | 0.42% | 0.44% | 517 | -675 | -4.15% | Q4 2025 | Jan 12, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 15,549 | 1,464 | 0.07% | 0.06% | 518 | +2,952 | 23.43% | Q4 2025 | Feb 13, 2026 |
| Kathmere Capital Management, LLC | History | Added to | 15,552 | 1,464 | 0.1% | 0.1% | 519 | +675 | 4.54% | Q4 2025 | Jan 13, 2026 |
| West Wealth Group, LLC | History | Added to | 15,526 | 1,461 | 0.3% | 0.31% | 520 | +833 | 5.67% | Q4 2025 | Jan 26, 2026 |
| Claro Advisors Inc. | History | Added to | 15,497 | 1,459 | 0.2% | 0.2% | 521 | +1,172 | 8.18% | Q4 2025 | Feb 17, 2026 |
| NORTHERN TRUST CORP | History | Added to | 15,456 | 1,455 | 0.0% | 0.0% | 522 | +70 | 0.45% | Q4 2025 | Feb 17, 2026 |
| Safeguard Investment Advisory Group, LLC | History | Reduced | 15,304 | 1,441 | 0.37% | 0.4% | 523 | -1,839 | -10.73% | Q4 2025 | Feb 13, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 15,243 | 1,435 | 0.11% | 0.11% | 524 | -220 | -1.42% | Q4 2025 | Jan 29, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 15,238 | 1,434 | 0.02% | 0.02% | 525 | -520 | -3.3% | Q4 2025 | Jan 29, 2026 |
| MACQUARIE GROUP LTD | History | Added to | 15,181 | 1,429 | 0.01% | 0.0% | 526 | +10,696 | 238.48% | Q4 2025 | Feb 13, 2026 |
| Southland Equity Partners LLC | History | Reduced | 15,144 | 1,425 | 0.28% | 0.29% | 527 | -103 | -0.68% | Q4 2025 | Jan 14, 2026 |
| Fortis Group Advisors, LLC | History | Reduced | 15,002 | 1,424 | 0.24% | 0.3% | 528 | -3,661 | -19.62% | Q4 2025 | Feb 06, 2026 |
| BXM Wealth LLC | History | No change | 15,124 | 1,424 | 1.1% | 1.36% | 529 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Tranquility Partners, LLC | History | Added to | 15,092 | 1,421 | 0.51% | 0.47% | 530 | +342 | 2.32% | Q4 2025 | Feb 03, 2026 |
| CFS Investment Advisory Services, LLC | History | Reduced | 14,879 | 1,401 | 0.1% | 0.11% | 531 | -647 | -4.17% | Q4 2025 | Feb 10, 2026 |
| PEDDOCK CAPITAL ADVISORS, LLC | History | Added to | 14,874 | 1,400 | 0.29% | 0.29% | 532 | +813 | 5.78% | Q4 2025 | Jan 21, 2026 |
| TritonPoint Partners, LLC | History | New | 14,747 | 1,388 | 0.74% | — | 536 | +14,747 | New | Q4 2025 | Feb 13, 2026 |
| SHUFRO ROSE & CO LLC | History | Reduced | 14,749 | 1,388 | 0.09% | 0.14% | 533 | -3,718 | -20.13% | Q4 2025 | Feb 09, 2026 |
| PFG Advisors | History | Reduced | 14,741 | 1,388 | 0.07% | 0.07% | 534 | -2,584 | -14.91% | Q4 2025 | Jan 27, 2026 |
| Keystone Wealth Services, LLC | History | Reduced | 14,746 | 1,388 | 0.29% | 0.31% | 535 | -68 | -0.46% | Q4 2025 | Jan 26, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Added to | 14,708 | 1,384 | 0.08% | 0.08% | 537 | +7 | 0.05% | Q4 2025 | Jan 15, 2026 |
| Inscription Capital, LLC | History | Added to | 14,592 | 1,373 | 0.14% | 0.15% | 538 | +5 | 0.03% | Q4 2025 | Jan 29, 2026 |
| Nova R Wealth, Inc. | History | Added to | 14,572 | 1,372 | 0.5% | 0.57% | 539 | +374 | 2.63% | Q4 2025 | Jan 14, 2026 |
| WETZEL INVESTMENT ADVISORS, INC. | History | Reduced | 14,571 | 1,372 | 0.56% | 0.59% | 540 | -91 | -0.62% | Q4 2025 | Jan 22, 2026 |
| MCDONALD PARTNERS LLC | History | Reduced | 14,500 | 1,365 | 0.43% | 0.42% | 541 | -190 | -1.29% | Q4 2025 | Feb 02, 2026 |
| Karras Company, Inc. | History | New | 14,454 | 1,360 | 1.33% | — | 542 | +14,454 | New | Q4 2025 | Feb 06, 2026 |
| Purpose Unlimited Inc. | History | New | 14,453 | 1,360 | 0.06% | — | 543 | +14,453 | New | Q4 2025 | Mar 20, 2026 |
| IRON Financial LLC | History | Reduced | 14,442 | 1,359 | 0.62% | 0.66% | 544 | -37 | -0.26% | Q4 2025 | Jan 22, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 14,372 | 1,353 | 0.18% | — | 545 | +14,372 | New | Q4 2025 | Feb 09, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Reduced | 14,368 | 1,352 | 0.11% | 0.11% | 546 | -522 | -3.51% | Q4 2025 | Feb 17, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 14,244 | 1,341 | 0.09% | 0.11% | 547 | -888 | -5.87% | Q4 2025 | Feb 03, 2026 |
| Verdence Capital Advisors LLC | History | Reduced | 14,190 | 1,336 | 0.08% | 0.08% | 548 | -119 | -0.83% | Q4 2025 | Jan 29, 2026 |
| Atlas Legacy Advisors, LLC | History | Added to | 14,174 | 1,334 | 0.23% | 0.24% | 549 | +1,122 | 8.6% | Q4 2025 | Jan 29, 2026 |
| NWF Advisory Services Inc. | History | Reduced | 14,122 | 1,329 | 0.15% | 0.18% | 550 | -2,773 | -16.41% | Q4 2025 | Mar 03, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 14,072 | 1,325 | 0.1% | 0.11% | 551 | +211 | 1.52% | Q4 2025 | Feb 17, 2026 |
| SAPIENT CAPITAL LLC | History | No change | 13,995 | 1,324 | 0.02% | 0.02% | 552 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Jacobi Capital Management LLC | History | Reduced | 14,037 | 1,321 | 0.08% | 0.08% | 553 | -133 | -0.94% | Q4 2025 | Feb 13, 2026 |
| Provident Wealth Management, LLC | History | Reduced | 13,919 | 1,310 | 0.39% | 0.41% | 554 | -267 | -1.88% | Q4 2025 | Jan 28, 2026 |
| Mosley Wealth Management | History | New | 13,694 | 1,306 | 0.6% | — | 555 | +13,694 | New | Q4 2025 | Feb 12, 2026 |
| Maia Wealth LLC | History | Added to | 13,426 | 1,278 | 0.22% | 0.19% | 556 | +1,273 | 10.47% | Q4 2025 | Feb 17, 2026 |
| KW WEALTH MANAGEMENT LLC | History | Added to | 13,553 | 1,276 | 1.94% | 2.18% | 557 | +109 | 0.81% | Q4 2025 | Feb 25, 2026 |
| ShoreHaven Wealth Partners, LLC | History | Added to | 13,544 | 1,275 | 0.46% | 0.45% | 558 | +760 | 5.94% | Q4 2025 | Feb 10, 2026 |
| WCG Wealth Advisors LLC | History | New | 13,429 | 1,264 | 0.04% | — | 559 | +13,429 | New | Q4 2025 | Feb 10, 2026 |
| Insight Inv LLC | History | Added to | 13,425 | 1,264 | 0.71% | 0.64% | 560 | +2,045 | 17.97% | Q4 2025 | Feb 06, 2026 |
| Goldstone Financial Group, LLC | History | Reduced | 13,403 | 1,262 | 0.14% | 0.15% | 561 | -85 | -0.63% | Q4 2025 | Feb 13, 2026 |
| Wealth Management Associates, Inc. | History | Added to | 13,397 | 1,261 | 0.44% | 0.44% | 562 | +250 | 1.9% | Q4 2025 | Jan 20, 2026 |
| Cherry Tree Wealth Management, LLC | History | Reduced | 13,373 | 1,259 | 0.27% | 0.29% | 563 | -302 | -2.21% | Q4 2025 | Feb 10, 2026 |
| YARGER WEALTH STRATEGIES, LLC | History | Added to | 13,297 | 1,252 | 0.54% | 0.58% | 564 | +51 | 0.39% | Q4 2025 | Jan 22, 2026 |
| COMPASS CAPITAL CORP /MA/ /ADV | History | Reduced | 13,056 | 1,251 | 0.48% | 0.7% | 565 | -3,991 | -23.41% | Q4 2025 | Feb 12, 2026 |
| Compound Planning, Inc. | History | Reduced | 13,289 | 1,251 | 0.04% | 0.04% | 567 | -1,162 | -8.04% | Q4 2025 | Feb 19, 2026 |
| Concentrum Wealth Management | History | Reduced | 13,287 | 1,251 | 0.35% | 0.38% | 566 | -408 | -2.98% | Q4 2025 | Feb 04, 2026 |
| SMITH, MOORE & CO. | History | Reduced | 13,259 | 1,248 | 0.09% | 0.1% | 568 | -1,047 | -7.32% | Q4 2025 | Jan 23, 2026 |
| Physician Wealth Advisors, Inc. | History | Reduced | 13,188 | 1,241 | 0.17% | 0.18% | 569 | -191 | -1.43% | Q4 2025 | Jan 29, 2026 |
| JMG Financial Group, Ltd. | History | No change | 12,847 | 1,209 | 0.03% | 0.03% | 570 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 12,797 | 1,205 | 0.0% | 0.0% | 571 | +4,635 | 56.79% | Q4 2025 | Feb 13, 2026 |
| XTX Topco Ltd | History | New | 12,795 | 1,204 | 0.03% | — | 572 | +12,795 | New | Q4 2025 | Feb 17, 2026 |
| KERR FINANCIAL PLANNING Corp | History | Added to | 12,688 | 1,202 | 1.62% | 0.79% | 573 | +6,774 | 114.54% | Q4 2025 | Feb 10, 2026 |
| Soltis Investment Advisors LLC | History | Added to | 12,582 | 1,184 | 0.08% | 0.07% | 574 | +2,523 | 25.08% | Q4 2025 | Apr 02, 2026 |
| Mattern Wealth Management LLC | History | No change | 12,518 | 1,178 | 0.23% | 0.24% | 575 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 12,424 | 1,170 | 0.04% | — | 576 | +12,424 | New | Q4 2025 | Feb 13, 2026 |
| WT Wealth Management | History | Reduced | 12,429 | 1,170 | 0.34% | 0.35% | 577 | -316 | -2.48% | Q4 2025 | Feb 02, 2026 |
| Beta Wealth Group, Inc. | History | Reduced | 12,304 | 1,158 | 0.47% | 0.47% | 578 | -285 | -2.26% | Q4 2025 | Feb 13, 2026 |
| Ergawealth Advisors, Inc. | History | Reduced | 12,206 | 1,149 | 0.53% | 0.65% | 579 | -2,435 | -16.63% | Q4 2025 | Jan 21, 2026 |
| TBH Global Asset Management, LLC | History | Added to | 12,191 | 1,147 | 0.19% | 0.22% | 580 | +605 | 5.22% | Q4 2025 | Jan 29, 2026 |
| VERITY Wealth Advisors | History | No change | 12,102 | 1,139 | 0.71% | 0.73% | 581 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| NorthCrest Asset Manangement, LLC | History | Added to | 12,114 | 1,138 | 0.03% | 0.03% | 582 | +947 | 8.48% | Q4 2025 | Jan 08, 2026 |
| Strait & Sound Wealth Management LLC | History | Reduced | 12,034 | 1,133 | 0.42% | 0.46% | 583 | -592 | -4.69% | Q4 2025 | Feb 04, 2026 |
| K2 Financial Inc. | History | Added to | 11,940 | 1,128 | 0.87% | 0.9% | 584 | +47 | 0.4% | Q4 2025 | Jan 22, 2026 |
| Kovack Advisors, Inc. | History | Added to | 11,916 | 1,122 | 0.05% | 0.07% | 585 | +4,118 | 52.81% | Q4 2025 | Feb 17, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 11,821 | 1,113 | 0.05% | 0.05% | 586 | -161 | -1.34% | Q4 2025 | Feb 10, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 11,807 | 1,111 | 0.08% | 0.08% | 587 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| CFO4Life Group, LLC | History | Reduced | 11,768 | 1,108 | 0.16% | 0.17% | 588 | -453 | -3.71% | Q4 2025 | Feb 06, 2026 |
| Bravias Capital Group, LLC | History | Reduced | 11,731 | 1,104 | 0.67% | 0.77% | 589 | -331 | -2.74% | Q4 2025 | Jan 29, 2026 |
| Goldstein Advisors, LLC | History | Reduced | 11,712 | 1,102 | 0.13% | 0.14% | 590 | -17 | -0.14% | Q4 2025 | Feb 10, 2026 |
| PMG Wealth Management, Inc. | History | Added to | 11,558 | 1,088 | 0.8% | 0.83% | 591 | +100 | 0.87% | Q4 2025 | Jan 23, 2026 |
| Atlas Private Wealth Advisors | History | Reduced | 11,435 | 1,076 | 0.25% | 0.27% | 592 | -90 | -0.78% | Q4 2025 | Feb 05, 2026 |
| Princeton Global Asset Management LLC | History | New | 11,400 | 1,073 | 0.17% | — | 593 | +11,400 | New | Q4 2025 | Jan 20, 2026 |
| Advisor Resource Council | History | Reduced | 11,362 | 1,069 | 0.38% | 1.54% | 594 | -607 | -5.07% | Q4 2025 | Feb 10, 2026 |
| TTP Investments, Inc. | History | No change | 11,344 | 1,068 | 0.35% | 0.31% | 595 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Destiny Wealth Partners, LLC | History | Reduced | 11,152 | 1,065 | 0.12% | 0.13% | 596 | -16 | -0.14% | Q4 2025 | Feb 03, 2026 |
| J.E. Simmons & Co., P.C. | History | New | 11,269 | 1,061 | 0.69% | — | 597 | +11,269 | New | Q4 2025 | Feb 13, 2026 |
| Snider Financial Group | History | Added to | 11,198 | 1,054 | 0.28% | 0.27% | 598 | +806 | 7.76% | Q4 2025 | Jan 21, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Reduced | 11,051 | 1,040 | 0.12% | 0.15% | 600 | -2,428 | -18.01% | Q4 2025 | Feb 13, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 11,055 | 1,040 | 0.04% | 0.04% | 599 | +423 | 3.98% | Q4 2025 | Feb 09, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Added to | 10,945 | 1,030 | 0.05% | 0.05% | 601 | +742 | 7.27% | Q4 2025 | Feb 11, 2026 |
| Guidance Point Advisors, LLC | History | Added to | 10,926 | 1,028 | 0.24% | 0.25% | 602 | +7 | 0.06% | Q4 2025 | Feb 11, 2026 |
| Empowered Funds, LLC | History | New | 10,864 | 1,022 | 0.02% | — | 603 | +10,864 | New | Q4 2025 | Feb 18, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 10,756 | 1,012 | 0.05% | 0.07% | 604 | -4,798 | -30.85% | Q4 2025 | Feb 13, 2026 |
| Fort Point Capital Partners LLC | History | No change | 10,699 | 1,011 | 0.11% | 0.12% | 605 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | Reduced | 10,712 | 1,008 | 0.11% | 0.11% | 606 | -100 | -0.92% | Q4 2025 | Jan 09, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Added to | 10,702 | 1,007 | 0.08% | 0.07% | 607 | +69 | 0.65% | Q4 2025 | Jan 23, 2026 |
| Oxinas Partners, LLC | History | Added to | 10,680 | 1,005 | 0.48% | 0.51% | 608 | +729 | 7.33% | Q4 2025 | Jan 26, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Added to | 10,642 | 1,002 | 0.13% | 0.14% | 610 | +24 | 0.23% | Q4 2025 | Feb 04, 2026 |
| Lincoln Capital LLC | History | No change | 10,650 | 1,002 | 0.18% | 0.19% | 609 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| AVAII WEALTH MANAGEMENT, LLC | History | Reduced | 10,582 | 996 | 0.36% | 0.39% | 611 | -200 | -1.85% | Q4 2025 | Jan 13, 2026 |
| Trust Point Inc. | History | No change | 10,571 | 995 | 0.08% | 0.08% | 612 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| AAF Wealth Management, LLC | History | Added to | 10,564 | 994 | 0.42% | 0.45% | 613 | +43 | 0.41% | Q4 2025 | Feb 06, 2026 |
| Center For Asset Management LLC | History | Reduced | 10,502 | 988 | 0.52% | 0.57% | 614 | -670 | -6.0% | Q4 2025 | Jan 21, 2026 |
| Gen-Wealth Partners Inc | History | Added to | 10,458 | 984 | 0.32% | 0.31% | 615 | +952 | 10.01% | Q4 2025 | Feb 13, 2026 |
| Great Diamond Partners, LLC | History | Reduced | 10,363 | 975 | 0.19% | 0.2% | 616 | -414 | -3.84% | Q4 2025 | Feb 06, 2026 |
| Arrowroot Family Office, LLC | History | Added to | 10,334 | 973 | 0.35% | 0.39% | 617 | +39 | 0.38% | Q4 2025 | Feb 11, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Reduced | 10,280 | 967 | 0.06% | 0.07% | 618 | -96 | -0.93% | Q4 2025 | Jan 08, 2026 |
| Three Magnolias Financial Advisors, LLC | History | Added to | 10,278 | 967 | 0.6% | 0.61% | 619 | +2 | 0.02% | Q4 2025 | Jan 20, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 10,221 | 962 | 0.0% | 0.0% | 620 | -114 | -1.1% | Q4 2025 | Feb 13, 2026 |
| C2C Wealth Management, LLC | History | No change | 10,165 | 957 | 0.81% | 0.83% | 621 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| VestGen Advisors, LLC | History | Reduced | 10,160 | 956 | 0.04% | 0.16% | 623 | -39,783 | -79.66% | Q4 2025 | Feb 17, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 10,160 | 956 | 0.0% | 0.0% | 622 | -225 | -2.17% | Q4 2025 | Feb 10, 2026 |
| First Financial Bank - Trust Division | History | Reduced | 10,091 | 950 | 0.08% | 0.08% | 624 | -305 | -2.93% | Q4 2025 | Jan 02, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 10,075 | 948 | 0.01% | 0.0% | 625 | +3,331 | 49.39% | Q4 2025 | Feb 13, 2026 |
| Berkshire Money Management, Inc. | History | Reduced | 10,062 | 947 | 0.09% | 0.58% | 626 | -49,373 | -83.07% | Q4 2025 | Jan 27, 2026 |
| STEPHEN J. GARRY & ASSOCIATES, LLC | History | Reduced | 10,055 | 946 | 0.75% | 0.79% | 627 | -300 | -2.9% | Q4 2025 | Jan 16, 2026 |
| ProVise Management Group, LLC | History | Added to | 10,003 | 941 | 0.07% | 0.07% | 628 | +235 | 2.41% | Q4 2025 | Jan 29, 2026 |
| Raab & Moskowitz Asset Management LLC | History | Added to | 9,942 | 936 | 0.2% | 0.12% | 629 | +4,253 | 74.76% | Q4 2025 | Jan 20, 2026 |
| DRAVO BAY LLC | History | Added to | 9,947 | 936 | 0.39% | 0.41% | 630 | +305 | 3.16% | Q4 2025 | Jan 27, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 9,891 | 931 | 0.02% | 0.01% | 631 | +2,358 | 31.3% | Q4 2025 | Feb 05, 2026 |
| Tolleson Wealth Management, Inc. | History | No change | 9,890 | 931 | 0.13% | 0.15% | 632 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Sage Mountain Advisors LLC | History | Reduced | 9,872 | 929 | 0.05% | 0.1% | 633 | -8,175 | -45.3% | Q4 2025 | Jan 23, 2026 |
| KOM Wealth Management Group, LLC | History | Added to | 9,811 | 923 | 0.65% | 0.7% | 634 | +62 | 0.64% | Q4 2025 | Jan 23, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 9,658 | 909 | 0.01% | 0.01% | 635 | +227 | 2.41% | Q4 2025 | Feb 02, 2026 |
| Wealthfront Advisers LLC | History | Added to | 9,537 | 898 | 0.0% | 0.0% | 636 | +782 | 8.93% | Q4 2025 | Jan 30, 2026 |
| Opes Wealth Management LLC | History | Reduced | 9,429 | 887 | 0.14% | 0.16% | 637 | -465 | -4.7% | Q4 2025 | Feb 02, 2026 |
| PTM WEALTH MANAGEMENT, LLC | History | Reduced | 9,390 | 882 | 0.5% | 0.54% | 638 | -80 | -0.84% | Q4 2025 | Jan 09, 2026 |
| Northwest Financial Advisors | History | Reduced | 9,361 | 881 | 1.81% | 1.16% | 639 | -126 | -1.33% | Q4 2025 | Jan 26, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 9,333 | 878 | 0.01% | 0.01% | 640 | -889 | -8.7% | Q4 2025 | Feb 12, 2026 |
| Sachetta, LLC | History | Reduced | 9,223 | 868 | 0.48% | 0.61% | 642 | -8,137 | -46.87% | Q4 2025 | Feb 02, 2026 |
| Prosperity Consulting Group, LLC | History | No change | 9,220 | 868 | 0.04% | 0.04% | 641 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 9,210 | 867 | 0.03% | 0.03% | 643 | +400 | 4.54% | Q4 2025 | Feb 12, 2026 |
| DAVENPORT & Co LLC | History | Added to | 9,145 | 861 | 0.0% | 0.0% | 644 | +6 | 0.07% | Q4 2025 | Jan 12, 2026 |
| O'Brien Wealth Partners LLC | History | Reduced | 9,119 | 858 | 0.11% | 0.13% | 646 | -1,071 | -10.51% | Q4 2025 | Jan 22, 2026 |
| High Falls Advisors, Inc | History | Reduced | 9,112 | 858 | 0.17% | 0.19% | 645 | -670 | -6.85% | Q4 2025 | Feb 18, 2026 |
| Sovran Advisors, LLC | History | Added to | 9,072 | 857 | 0.07% | 0.07% | 647 | +166 | 1.86% | Q4 2025 | Jan 20, 2026 |
| Fiduciary Group, LLC | History | No change | 9,061 | 853 | 0.07% | 0.08% | 648 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Chatterton & Associates Inc. | History | New | 9,040 | 851 | 0.73% | — | 649 | +9,040 | New | Q4 2025 | Jan 20, 2026 |
| StrongBox Wealth, LLC | History | Added to | 8,992 | 846 | 0.28% | 0.28% | 651 | +150 | 1.7% | Q4 2025 | Jan 21, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Added to | 8,989 | 846 | 0.03% | 0.03% | 650 | +58 | 0.65% | Q4 2025 | Jan 30, 2026 |
| Trek Financial, LLC | History | Added to | 8,970 | 844 | 0.05% | 0.05% | 652 | +764 | 9.31% | Q4 2025 | Feb 04, 2026 |
| Krilogy Financial LLC | History | Reduced | 8,834 | 843 | 0.03% | 0.03% | 653 | -243 | -2.68% | Q4 2025 | Jan 27, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 8,928 | 840 | 0.05% | 0.05% | 654 | -284 | -3.08% | Q4 2025 | Feb 17, 2026 |
| Maridea Wealth Management LLC | History | Reduced | 8,877 | 835 | 0.13% | 0.36% | 656 | -15,385 | -63.41% | Q4 2025 | Jan 08, 2026 |
| Security Financial Services, INC. | History | Reduced | 8,876 | 835 | 0.13% | 0.14% | 655 | -47 | -0.53% | Q4 2025 | Jan 27, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 8,758 | 824 | 0.0% | 0.0% | 657 | -148 | -1.66% | Q4 2025 | Feb 13, 2026 |
| Schrum Private Wealth Management LLC | History | Reduced | 8,735 | 822 | 0.61% | 0.65% | 658 | -659 | -7.02% | Q4 2025 | Feb 17, 2026 |
| FIRST BUSINESS FINANCIAL SERVICES, INC. | History | No change | 8,694 | 818 | 0.08% | 0.08% | 659 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Moran Wealth Management, LLC | History | New | 8,683 | 817 | 0.03% | — | 661 | +8,683 | New | Q4 2025 | Jan 26, 2026 |
| Sensible Money, LLC | History | Reduced | 8,678 | 817 | 0.26% | 0.29% | 660 | -161 | -1.82% | Q4 2025 | Feb 09, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 8,669 | 816 | 0.0% | 0.0% | 662 | +1,647 | 23.45% | Q4 2025 | Feb 02, 2026 |
| Midwest Financial Group LLC | History | Added to | 8,669 | 816 | 0.36% | 0.39% | 663 | +15 | 0.17% | Q4 2025 | Jan 20, 2026 |
| First Citizens Financial Corp | History | Reduced | 8,637 | 813 | 0.4% | 0.41% | 664 | -99 | -1.13% | Q4 2025 | Jan 06, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 8,618 | 811 | 0.08% | 0.1% | 665 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| LongView Wealth Management | History | Reduced | 8,428 | 799 | 0.19% | 0.26% | 666 | -1,695 | -16.74% | Q4 2025 | Jan 13, 2026 |
| Granite Bay Wealth Management, LLC | History | Added to | 8,472 | 797 | 0.19% | 0.17% | 667 | +1,652 | 24.22% | Q4 2025 | Feb 05, 2026 |
| WEST MICHIGAN ADVISORS, LLC | History | Added to | 8,441 | 794 | 0.18% | 0.19% | 668 | +12 | 0.14% | Q4 2025 | Jan 28, 2026 |
| Financial Sense Advisors, Inc. | History | Added to | 8,431 | 793 | 0.14% | 0.14% | 669 | +25 | 0.3% | Q4 2025 | Feb 13, 2026 |
| Brown Financial Advisory | History | No change | 8,412 | 792 | 0.4% | 0.42% | 670 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Stonebrook Private Inc. | History | Added to | 8,400 | 790 | 0.17% | 0.17% | 671 | +345 | 4.28% | Q4 2025 | Feb 11, 2026 |
| Tradewinds, LLC. | History | No change | 8,375 | 788 | 0.19% | 0.19% | 672 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Bryant Woods Investment Advisors, LLC | History | Reduced | 8,341 | 785 | 0.3% | 0.31% | 673 | -55 | -0.66% | Q4 2025 | Jan 23, 2026 |
| Asset Dedication, LLC | History | Reduced | 8,328 | 784 | 0.05% | 0.05% | 674 | -161 | -1.9% | Q4 2025 | Jan 26, 2026 |
| Everhart Financial Group, Inc. | History | Added to | 8,327 | 784 | 0.07% | 0.08% | 675 | +28 | 0.34% | Q4 2025 | Jan 07, 2026 |
| Advisors Capital Management, LLC | History | Added to | 8,324 | 783 | 0.01% | 0.0% | 676 | +5,729 | 220.77% | Q4 2025 | Jan 29, 2026 |
| Richmond Investment Services, LLC | History | Reduced | 8,290 | 780 | 0.13% | 0.18% | 677 | -1,774 | -17.63% | Q4 2025 | Feb 12, 2026 |
| UPTICK PARTNERS, LLC | History | Reduced | 8,253 | 777 | 0.17% | 0.23% | 678 | -781 | -8.65% | Q4 2025 | Feb 02, 2026 |
| GENESIS PRIVATE WEALTH, LLC | History | Reduced | 8,168 | 769 | 0.24% | 0.33% | 679 | -104 | -1.26% | Q4 2025 | Jan 08, 2026 |
| PKS Advisory Services, LLC | History | Reduced | 8,163 | 768 | 0.18% | 0.2% | 680 | -1,961 | -19.37% | Q4 2025 | Feb 02, 2026 |
| BESSEMER GROUP INC | History | Reduced | 8,136 | 766 | 0.0% | 0.0% | 681 | -3,569 | -30.49% | Q4 2025 | Feb 05, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 8,087 | 761 | 0.0% | 0.0% | 682 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 7,978 | 756 | 0.02% | 0.04% | 684 | -6,603 | -45.28% | Q4 2025 | Jan 28, 2026 |
| Apeiron RIA LLC | History | Reduced | 7,988 | 756 | 0.15% | 0.24% | 685 | -3,383 | -29.75% | Q4 2025 | Feb 03, 2026 |
| StoneX Group Inc. | History | Reduced | 8,028 | 756 | 0.03% | 0.04% | 683 | -456 | -5.37% | Q4 2025 | Feb 12, 2026 |
| Integrated Capital Management, LLC | History | Reduced | 8,026 | 755 | 0.32% | 0.34% | 687 | -47 | -0.58% | Q4 2025 | Jan 26, 2026 |
| AIMZ Investment Advisors, LLC | History | No change | 8,024 | 755 | 0.22% | 0.24% | 686 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Brookwood Investment Group LLC | History | Added to | 8,010 | 754 | 0.09% | 0.1% | 688 | +148 | 1.88% | Q4 2025 | Jan 22, 2026 |
| WFA of San Diego, LLC | History | Added to | 7,999 | 753 | 0.55% | 0.48% | 689 | +636 | 8.64% | Q4 2025 | Feb 17, 2026 |
| Prasad Wealth Partners, LLC | History | Reduced | 8,006 | 753 | 0.2% | 0.22% | 690 | -290 | -3.5% | Q4 2025 | Jan 27, 2026 |
| Investment Partners Asset Management, Inc. | History | Added to | 7,962 | 749 | 0.47% | 0.49% | 691 | +157 | 2.01% | Q4 2025 | Jan 15, 2026 |
| Beacon Financial Advisory LLC | History | Reduced | 7,947 | 748 | 0.17% | 0.22% | 692 | -2,030 | -20.35% | Q4 2025 | Feb 17, 2026 |
| MBE Wealth Management, LLC | History | Added to | 7,918 | 745 | 0.31% | 0.33% | 693 | +1 | 0.01% | Q4 2025 | Jan 21, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 7,866 | 740 | 0.02% | 0.02% | 694 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| OVERSEA-CHINESE BANKING Corp Ltd | History | Reduced | 7,843 | 738 | 0.02% | 0.34% | 695 | -139,665 | -94.68% | Q4 2025 | Jan 28, 2026 |
| EdgeRock Capital LLC | History | No change | 7,846 | 738 | 0.2% | 0.21% | 696 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| TRAPHAGEN INVESTMENT ADVISORS LLC | History | Added to | 7,837 | 737 | 0.06% | 0.06% | 697 | +936 | 13.56% | Q4 2025 | Jan 27, 2026 |
| Illumine Investment Management, LLC | History | No change | 7,822 | 736 | 0.54% | 0.53% | 698 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Alta Wealth Advisors LLC | History | Added to | 7,735 | 728 | 0.24% | 0.26% | 699 | +220 | 2.93% | Q4 2025 | Feb 03, 2026 |
| Greater Midwest Financial Group, LLC | History | Added to | 7,711 | 726 | 0.41% | 0.47% | 700 | +31 | 0.4% | Q4 2025 | Feb 17, 2026 |
| Cypress Wealth Services, LLC | History | Reduced | 7,635 | 718 | 0.1% | 0.25% | 702 | -8,368 | -52.29% | Q4 2025 | Jan 14, 2026 |
| PDS Planning, Inc | History | Added to | 7,627 | 718 | 0.05% | 0.05% | 701 | +31 | 0.41% | Q4 2025 | Jan 26, 2026 |
| Fifth Third Wealth Advisors LLC | History | Added to | 7,616 | 717 | 0.03% | 0.03% | 703 | +6 | 0.08% | Q4 2025 | Jan 15, 2026 |
| LS Investment Advisors, LLC | History | Reduced | 7,601 | 715 | 0.1% | 0.1% | 704 | -214 | -2.74% | Q4 2025 | Jan 26, 2026 |
| JB Capital LLC | History | Added to | 7,576 | 713 | 0.03% | 0.03% | 705 | +537 | 7.63% | Q4 2025 | Jan 20, 2026 |
| HORAN Wealth, LLC | History | Added to | 7,559 | 711 | 0.11% | 0.11% | 706 | +71 | 0.95% | Q4 2025 | Feb 04, 2026 |
| Veery Capital, LLC | History | No change | 7,534 | 709 | 0.22% | 0.23% | 707 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Intrua Financial, LLC | History | Reduced | 7,520 | 708 | 0.07% | 0.13% | 708 | -4,662 | -38.27% | Q4 2025 | Feb 05, 2026 |
| E&G Advisors, LP | History | Reduced | 7,514 | 707 | 0.16% | 0.17% | 710 | -200 | -2.59% | Q4 2025 | Jan 23, 2026 |
| CENTRAL TRUST Co | History | No change | 7,514 | 707 | 0.01% | 0.01% | 709 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| CLG LLC | History | Reduced | 7,496 | 705 | 0.18% | 0.22% | 711 | -1,155 | -13.35% | Q4 2025 | Jan 15, 2026 |
| Sterling Group Wealth Management, LLC | History | No change | 7,485 | 704 | 0.34% | 0.35% | 712 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| FRG Family Wealth Advisors LLC | History | Reduced | 7,475 | 703 | 0.11% | 0.13% | 713 | -810 | -9.78% | Q4 2025 | Jan 21, 2026 |
| BostonPremier Wealth LLC | History | Reduced | 7,465 | 702 | 0.36% | 0.4% | 714 | -970 | -11.5% | Q4 2025 | Jan 13, 2026 |
| JGP Wealth Management, LLC | History | New | 7,450 | 701 | 0.07% | — | 715 | +7,450 | New | Q4 2025 | Jan 12, 2026 |
| Twelve Points Wealth Management LLC | History | Reduced | 7,408 | 701 | 0.16% | 0.18% | 716 | -132 | -1.75% | Q4 2025 | Jan 23, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 7,450 | 701 | 0.0% | 0.0% | 717 | -2 | -0.03% | Q4 2025 | Feb 11, 2026 |
| United Advisor Group, LLC | History | Reduced | 7,401 | 696 | 0.09% | 0.11% | 718 | -1,022 | -12.13% | Q4 2025 | Jan 26, 2026 |
| Polaris Investment Advisors, LLC | History | New | 7,375 | 694 | 0.5% | — | 719 | +7,375 | New | Q4 2025 | Jan 15, 2026 |
| WBH ADVISORY INC | History | Reduced | 7,361 | 693 | 0.05% | 0.07% | 720 | -2,102 | -22.21% | Q4 2025 | Jan 26, 2026 |
| Midwest Trust Co | History | Added to | 7,370 | 693 | 0.01% | 0.01% | 721 | +523 | 7.64% | Q4 2025 | Feb 04, 2026 |
| Post Resch Tallon Group Inc. | History | Added to | 7,358 | 692 | 0.58% | 0.61% | 722 | +100 | 1.38% | Q4 2025 | Jan 09, 2026 |
| POTENTIA WEALTH | History | Reduced | 7,330 | 690 | 0.25% | 0.27% | 723 | -13 | -0.18% | Q4 2025 | Feb 13, 2026 |
| Arkfeld Wealth Strategies, L.L.C. | History | Added to | 7,285 | 686 | 0.24% | 0.25% | 724 | +46 | 0.64% | Q4 2025 | Jan 12, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 7,276 | 685 | 0.02% | 0.03% | 725 | +98 | 1.37% | Q4 2025 | Feb 02, 2026 |
| Quadrant Private Wealth Management, LLC | History | Reduced | 7,270 | 684 | 0.11% | 0.13% | 726 | -287 | -3.8% | Q4 2025 | Jan 26, 2026 |
| VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | History | No change | 7,256 | 683 | 0.2% | 0.2% | 727 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Bouchey Financial Group Ltd | History | No change | 7,193 | 677 | 0.05% | 0.05% | 728 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Sovereign Financial Group, Inc. | History | Reduced | 7,149 | 673 | 0.12% | 0.13% | 729 | -245 | -3.31% | Q4 2025 | Jan 07, 2026 |
| Stonehearth Capital Management, LLC | History | No change | 7,141 | 672 | 0.25% | 0.26% | 730 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| VISTA CAPITAL PARTNERS, INC. | History | Reduced | 7,134 | 671 | 0.07% | 0.07% | 731 | -243 | -3.29% | Q4 2025 | Feb 02, 2026 |
| CLIENT 1ST ADVISORY GROUP, LLC | History | Reduced | 7,094 | 667 | 0.21% | 0.26% | 732 | -1,269 | -15.17% | Q4 2025 | Jan 12, 2026 |
| waypoint wealth counsel | History | Added to | 7,049 | 663 | 0.24% | 0.26% | 733 | +27 | 0.38% | Q4 2025 | Jan 28, 2026 |
| Signal Advisors Wealth, LLC | History | Reduced | 7,014 | 660 | 0.05% | 0.09% | 735 | -3,699 | -34.53% | Q4 2025 | Jan 13, 2026 |
| Ewing Morris & Co. Investment Partners Ltd. | History | Added to | 6,930 | 660 | 0.29% | 0.24% | 734 | +930 | 15.5% | Q4 2025 | Feb 17, 2026 |
| ONE Advisory Partners, LLC | History | Reduced | 6,991 | 658 | 0.2% | 0.23% | 736 | -849 | -10.83% | Q4 2025 | Jan 12, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | Reduced | 6,963 | 655 | 0.01% | 0.03% | 737 | -12,347 | -63.94% | Q4 2025 | Feb 17, 2026 |
| Heck Capital Advisors, LLC | History | Reduced | 6,937 | 653 | 0.05% | 0.05% | 738 | -391 | -5.34% | Q4 2025 | Jan 16, 2026 |
| Garde Capital, Inc. | History | Reduced | 6,929 | 652 | 0.04% | 0.03% | 739 | -353 | -4.85% | Q4 2025 | Feb 10, 2026 |
| GW HENSSLER & ASSOCIATES LTD | History | Added to | 6,881 | 647 | 0.03% | 0.03% | 740 | +77 | 1.13% | Q4 2025 | Feb 10, 2026 |
| W ADVISORS, LLC | History | Reduced | 6,864 | 646 | 0.32% | 0.39% | 742 | -851 | -11.03% | Q4 2025 | Feb 13, 2026 |
| NOTTINGHAM ADVISORS, INC. | History | Reduced | 6,871 | 646 | 0.09% | 0.09% | 741 | -230 | -3.24% | Q4 2025 | Jan 26, 2026 |
| Aventus Investment Advisors, Inc. | History | Reduced | 6,859 | 645 | 0.52% | 0.56% | 744 | -58 | -0.84% | Q4 2025 | Jan 14, 2026 |
| Professional Financial Advisors, LLC | History | Added to | 6,857 | 645 | 0.13% | 0.14% | 743 | +20 | 0.29% | Q4 2025 | Jan 15, 2026 |
| WESPAC Advisors SoCal, LLC | History | New | 6,826 | 642 | 0.13% | — | 745 | +6,826 | New | Q4 2025 | Jan 07, 2026 |
| Mission Creek Capital Partners, Inc. | History | New | 6,793 | 639 | 0.13% | — | 746 | +6,793 | New | Q4 2025 | Feb 12, 2026 |
| Yukon Wealth Management, Inc. | History | Reduced | 6,715 | 638 | 0.37% | 0.23% | 747 | -619 | -8.44% | Q4 2025 | Feb 10, 2026 |
| CIDEL ASSET MANAGEMENT INC | History | Reduced | 6,760 | 636 | 0.04% | 0.04% | 748 | -525 | -7.21% | Q4 2025 | Jan 21, 2026 |
| LiftPoint Family Wealth Advisors LLC | History | New | 6,749 | 635 | 0.54% | — | 751 | +6,749 | New | Q4 2025 | Feb 13, 2026 |
| B.O.S.S. Retirement Advisors, LLC | History | Added to | 6,751 | 635 | 0.2% | 0.06% | 750 | +4,011 | 146.39% | Q4 2025 | Feb 02, 2026 |
| PATTEN & PATTEN INC/TN | History | Reduced | 6,747 | 635 | 0.04% | 0.04% | 749 | -25 | -0.37% | Q4 2025 | Feb 03, 2026 |
| Wealthspire Retirement, LLC | History | No change | 6,743 | 634 | 0.04% | 0.04% | 752 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Cambria Investment Management, L.P. | History | New | 6,671 | 628 | 0.04% | — | 753 | +6,671 | New | Q4 2025 | Feb 17, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 6,671 | 628 | 0.04% | 0.04% | 754 | -764 | -10.28% | Q4 2025 | Jan 30, 2026 |
| Vertex Planning Partners, LLC | History | Reduced | 6,559 | 617 | 0.14% | 0.13% | 755 | -500 | -7.08% | Q4 2025 | Feb 17, 2026 |
| JT Stratford LLC | History | No change | 6,532 | 615 | 0.08% | 0.08% | 756 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Austin Private Wealth, LLC | History | Added to | 6,528 | 614 | 0.05% | 0.04% | 757 | +699 | 11.99% | Q4 2025 | Jan 20, 2026 |
| Stonebridge Financial Planning Group, LLC | History | No change | 6,530 | 614 | 0.22% | 0.23% | 758 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Horizon Wealth Management, LLC | History | Added to | 6,506 | 612 | 0.1% | 0.09% | 759 | +25 | 0.39% | Q4 2025 | Feb 04, 2026 |
| Belpointe Asset Management LLC | History | Added to | 6,493 | 611 | 0.02% | 0.02% | 760 | +123 | 1.93% | Q4 2025 | Jan 27, 2026 |
| WADDELL & ASSOCIATES, LLC | History | No change | 6,470 | 609 | 0.04% | 0.05% | 761 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Cornell Pochily Investment Advisors, Inc. | History | Added to | 6,446 | 606 | 0.18% | 0.18% | 762 | +10 | 0.16% | Q4 2025 | Jan 20, 2026 |
| Radnor Capital Management, LLC | History | No change | 6,434 | 605 | 0.09% | 0.09% | 763 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| FF Advisors,LLC | History | Added to | 6,424 | 604 | 0.27% | 0.29% | 764 | +30 | 0.47% | Q4 2025 | Feb 13, 2026 |
| Tennessee Valley Asset Management Partners | History | Added to | 6,333 | 596 | 0.08% | 0.08% | 765 | +368 | 6.17% | Q4 2025 | Feb 05, 2026 |
| Clear Point Advisors Inc. | History | Reduced | 6,321 | 595 | 0.46% | 0.51% | 766 | -627 | -9.02% | Q4 2025 | Feb 10, 2026 |
| Exchange Bank | History | No change | 6,300 | 593 | 0.41% | 0.42% | 767 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| 4J Wealth Management LLC | History | Reduced | 6,275 | 590 | 0.34% | 0.35% | 768 | -25 | -0.4% | Q4 2025 | Jan 15, 2026 |
| GatePass Capital, LLC | History | Reduced | 6,249 | 588 | 0.3% | 0.34% | 769 | -1 | -0.02% | Q4 2025 | Feb 09, 2026 |
| RIDGECREST WEALTH PARTNERS, LLC | History | No change | 6,187 | 582 | 0.32% | 0.27% | 770 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 6,180 | 581 | 0.04% | 0.04% | 773 | +13 | 0.21% | Q4 2025 | Feb 20, 2026 |
| ASSOCIATED BANC-CORP | History | No change | 6,175 | 581 | 0.01% | 0.02% | 771 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| PARTHENON LLC | History | No change | 6,174 | 581 | 0.06% | 0.07% | 772 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 6,143 | 578 | 0.02% | 0.02% | 774 | +38 | 0.62% | Q4 2025 | Feb 04, 2026 |
| PFG Private Wealth Management, LLC | History | New | 6,119 | 576 | 0.25% | — | 777 | +6,119 | New | Q4 2025 | Jan 15, 2026 |
| WEALTH ALLIANCE, LLC | History | Added to | 6,122 | 576 | 0.06% | 0.06% | 776 | +249 | 4.24% | Q4 2025 | Feb 13, 2026 |
| Venturi Wealth Management, LLC | History | Added to | 6,123 | 576 | 0.03% | 0.03% | 775 | +1 | 0.02% | Q4 2025 | Jan 22, 2026 |
| HEADINVEST, LLC | History | Reduced | 6,111 | 575 | 0.11% | 0.14% | 778 | -895 | -12.77% | Q4 2025 | Feb 02, 2026 |
| Relyea Zuckerberg Hanson LLC | History | Added to | 6,076 | 572 | 0.06% | 0.06% | 779 | +24 | 0.4% | Q4 2025 | Jan 20, 2026 |
| UNITED BANK | History | No change | 6,000 | 564 | 0.07% | 0.07% | 780 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | No change | 5,981 | 563 | 0.02% | 0.02% | 781 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CVA Family Office, LLC | History | No change | 5,982 | 563 | 0.06% | 0.07% | 782 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| WEBSTER BANK, N. A. | History | Reduced | 5,978 | 562 | 0.05% | 0.06% | 783 | -89 | -1.47% | Q4 2025 | Jan 23, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | Reduced | 5,968 | 558 | 0.09% | 0.1% | 784 | -195 | -3.16% | Q4 2025 | Jan 08, 2026 |
| LifeSteps Financial, Inc. | History | Reduced | 5,923 | 557 | 0.36% | 0.37% | 786 | -112 | -1.86% | Q4 2025 | Jan 28, 2026 |
| SFMG, LLC | History | Reduced | 5,923 | 557 | 0.04% | 0.04% | 785 | -62 | -1.04% | Q4 2025 | Feb 10, 2026 |
| GEM Asset Management, LLC | History | No change | 5,866 | 552 | 0.25% | 0.26% | 787 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | New | 5,856 | 551 | 0.09% | — | 788 | +5,856 | New | Q4 2025 | Feb 12, 2026 |
| Agate Pass Investment Management, LLC | History | No change | 5,832 | 549 | 0.2% | 0.21% | 789 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| ALTERNA WEALTH MANAGEMENT, INC | History | Reduced | 5,822 | 548 | 0.46% | 0.67% | 790 | -2,778 | -32.3% | Q4 2025 | Jan 23, 2026 |
| Eldridge Investment Advisors, Inc. | History | Added to | 5,811 | 547 | 0.12% | 0.12% | 791 | +100 | 1.75% | Q4 2025 | Feb 11, 2026 |
| 17 CAPITAL PARTNERS, LLC | History | New | 5,807 | 546 | 0.28% | — | 793 | +5,807 | New | Q4 2025 | Feb 13, 2026 |
| Freestone Capital Holdings, LLC | History | Reduced | 5,808 | 546 | 0.02% | 0.02% | 792 | -440 | -7.04% | Q4 2025 | Jan 23, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 5,770 | 543 | 0.43% | — | 795 | +5,770 | New | Q4 2025 | Feb 11, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 5,768 | 543 | 0.01% | 0.01% | 794 | +1,100 | 23.56% | Q4 2025 | Feb 04, 2026 |
| DARA CAPITAL US, INC. | History | New | 5,749 | 541 | 0.48% | — | 797 | +5,749 | New | Q4 2025 | Jan 23, 2026 |
| Altus Wealth Group LLC | History | Reduced | 5,751 | 541 | 0.22% | 0.26% | 796 | -985 | -14.62% | Q4 2025 | Feb 13, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | Reduced | 5,742 | 540 | 0.12% | 0.14% | 798 | -225 | -3.77% | Q4 2025 | Jan 06, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Added to | 5,729 | 539 | 0.01% | 0.01% | 799 | +323 | 5.97% | Q4 2025 | Feb 12, 2026 |
| REGIONS FINANCIAL CORP | History | New | 5,707 | 537 | 0.0% | — | 800 | +5,707 | New | Q4 2025 | Jan 27, 2026 |