VANGUARD BOND INDEX FUNDS - BIV
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 11 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN | History | Added to | 25,526,720 | 1,988,020 | 0.36% | 0.36% | 1 | +1,249,895 | 5.15% | Q4 2025 | Feb 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 16,837,768 | 1,311,325 | 0.39% | 0.44% | 2 | -2,748,551 | -14.03% | Q4 2025 | Feb 10, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 11,227,638 | 874,408 | 0.55% | 0.52% | 3 | +1,315,707 | 13.27% | Q4 2025 | Feb 10, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 9,713,881 | 756,517 | 0.09% | 0.09% | 4 | +703,890 | 7.81% | Q4 2025 | Mar 25, 2026 |
| EP Wealth Advisors, LLC | History | New | 8,635,792 | 672,555 | 3.49% | — | 5 | +8,635,792 | New | Q4 2025 | Feb 18, 2026 |
| MORGAN STANLEY | History | Added to | 7,471,592 | 581,887 | 0.03% | 0.03% | 6 | +790,288 | 11.83% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 6,642,374 | 517,308 | 0.04% | 0.03% | 7 | +296,124 | 4.67% | Q4 2025 | Feb 17, 2026 |
| True Link Financial Advisors, LLC | History | Added to | 5,225,541 | 406,965 | 24.72% | 24.38% | 8 | +373,290 | 7.69% | Q4 2025 | Jan 29, 2026 |
| LPL Financial LLC | History | Added to | 5,155,499 | 401,510 | 0.11% | 0.11% | 9 | +166,277 | 3.33% | Q4 2025 | Feb 11, 2026 |
| Baird Financial Group, Inc. | History | Added to | 4,774,764 | 371,858 | 0.58% | 0.51% | 10 | +696,753 | 17.09% | Q4 2025 | Feb 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 4,212,083 | 327,954 | 0.07% | 0.07% | 11 | +159,965 | 3.95% | Q4 2025 | Feb 17, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 3,538,190 | 275,554 | 1.66% | 1.9% | 12 | +148,851 | 4.39% | Q4 2025 | Feb 17, 2026 |
| MATHER GROUP, LLC. | History | Added to | 3,525,085 | 274,533 | 2.83% | 2.64% | 13 | +170,062 | 5.07% | Q4 2025 | Jan 13, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Added to | 2,531,865 | 197,181 | 0.47% | 0.47% | 14 | +28,072 | 1.12% | Q4 2025 | Feb 11, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 2,460,506 | 191,624 | 0.12% | 0.11% | 15 | +340,685 | 16.07% | Q4 2025 | Feb 17, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 2,246,991 | 174,995 | 0.61% | 0.62% | 16 | +93,829 | 4.36% | Q4 2025 | Feb 06, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 2,243,568 | 174,729 | 0.05% | 0.05% | 17 | +95,213 | 4.43% | Q4 2025 | Feb 18, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 2,164,198 | 168,569 | 0.25% | 0.23% | 18 | +62,343 | 2.97% | Q4 2025 | Feb 17, 2026 |
| LINCOLN NATIONAL CORP | History | Added to | 2,151,985 | 167,596 | 4.9% | 4.64% | 19 | +69,525 | 3.34% | Q4 2025 | Feb 09, 2026 |
| ROYAL BANK OF CANADA | History | New | 1,930,152 | 150,320 | 0.02% | — | 20 | +1,930,152 | New | Q4 2025 | Feb 17, 2026 |
| Mariner, LLC | History | Added to | 1,878,718 | 146,314 | 0.17% | 0.18% | 21 | +125,205 | 7.14% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Added to | 1,856,741 | 144,602 | 0.02% | 0.02% | 22 | +109,350 | 6.26% | Q4 2025 | Jan 29, 2026 |
| Retirement Investment Advisors, Inc. | History | Added to | 1,716,738 | 133,699 | 10.77% | 10.9% | 23 | +36,946 | 2.2% | Q4 2025 | Jan 21, 2026 |
| Cetera Investment Advisers | History | Added to | 1,568,407 | 122,147 | 0.13% | 0.14% | 24 | +80,354 | 5.4% | Q4 2025 | Feb 17, 2026 |
| Zhang Financial LLC | History | Added to | 1,520,153 | 118,389 | 4.41% | 3.61% | 25 | +383,659 | 33.76% | Q4 2025 | Feb 10, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 1,497,010 | 116,796 | 0.16% | 0.24% | 26 | -505,565 | -25.25% | Q4 2025 | Jan 08, 2026 |
| Diana Davis Spencer Foundation | History | No change | 1,426,000 | 111,056 | 37.48% | 37.47% | 27 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Bank of New York Mellon Corp | History | Added to | 1,398,337 | 108,902 | 0.02% | 0.02% | 28 | +72,156 | 5.44% | Q4 2025 | Feb 10, 2026 |
| FMR LLC | History | Reduced | 1,395,244 | 108,661 | 0.01% | 0.01% | 29 | -54,526 | -3.76% | Q4 2025 | Feb 17, 2026 |
| Efficient Advisors, LLC | History | Added to | 1,371,991 | 106,850 | 6.24% | 6.01% | 30 | +7,060 | 0.52% | Q4 2025 | Jan 21, 2026 |
| COMERICA BANK | History | Added to | 1,364,610 | 106,275 | 0.42% | 0.39% | 31 | +33,975 | 2.55% | Q4 2025 | Jan 29, 2026 |
| BCM ADVISORS, LLC | History | Added to | 1,317,798 | 102,551 | 19.65% | 20.88% | 32 | +1,283 | 0.1% | Q4 2025 | Jan 26, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Added to | 1,224,496 | 95,364 | 1.2% | 1.13% | 33 | +109,287 | 9.8% | Q4 2025 | Feb 10, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 1,224,130 | 95,335 | 0.13% | 0.11% | 34 | +195,675 | 19.03% | Q4 2025 | Feb 02, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 1,187,080 | 92,449 | 0.12% | 0.12% | 35 | +47,880 | 4.2% | Q4 2025 | Feb 12, 2026 |
| American Trust | History | Reduced | 1,147,691 | 89,577 | 7.53% | 7.58% | 36 | -1,004 | -0.09% | Q4 2025 | Feb 17, 2026 |
| Cerity Partners LLC | History | Added to | 1,112,851 | 86,668 | 0.13% | 0.12% | 37 | +202,499 | 22.24% | Q4 2025 | Feb 11, 2026 |
| Creative Planning | History | Added to | 1,051,434 | 81,885 | 0.06% | 0.04% | 38 | +456,740 | 76.8% | Q4 2025 | Feb 17, 2026 |
| Family Investment Center, Inc. | History | Added to | 945,773 | 73,656 | 14.87% | 14.24% | 39 | +67,870 | 7.73% | Q4 2025 | Jan 23, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 934,719 | 72,796 | 0.19% | 0.19% | 40 | +54,474 | 6.19% | Q4 2025 | Feb 05, 2026 |
| US BANCORP \DE\ | History | Added to | 913,353 | 71,132 | 0.08% | 0.08% | 41 | +36,120 | 4.12% | Q4 2025 | Jan 30, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 901,810 | 70,232 | 0.02% | 0.03% | 42 | +25,312 | 2.89% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Added to | 882,475 | 68,726 | 0.0% | 0.0% | 43 | +85,197 | 10.69% | Q4 2025 | Jan 29, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 878,563 | 68,422 | 0.01% | 0.0% | 44 | +875,063 | 25001.8% | Q4 2025 | Feb 17, 2026 |
| Beacon Capital Management, Inc. | History | Reduced | 811,309 | 63,184 | 3.38% | 3.78% | 45 | -203,104 | -20.02% | Q4 2025 | Feb 12, 2026 |
| WIT, LLC | History | No change | 783,879 | 61,048 | 1.22% | 1.39% | 46 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Cranbrook Wealth Management, LLC | History | Added to | 715,982 | 55,760 | 10.99% | 11.0% | 47 | +14,290 | 2.04% | Q4 2025 | Jan 28, 2026 |
| Sage Financial Management Group, Inc. | History | Added to | 642,653 | 50,049 | 15.29% | 15.45% | 48 | +22,971 | 3.71% | Q4 2025 | Feb 05, 2026 |
| World Investment Advisors | History | Added to | 642,062 | 50,003 | 0.81% | 0.92% | 49 | +65,703 | 11.4% | Q4 2025 | Mar 12, 2026 |
| Private Advisor Group, LLC | History | Added to | 641,526 | 49,962 | 0.24% | 0.16% | 50 | +214,158 | 50.11% | Q4 2025 | Feb 17, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 634,422 | 49,408 | 0.04% | 0.04% | 51 | +35,153 | 5.87% | Q4 2025 | Feb 13, 2026 |
| Discipline Wealth Solutions, LLC | History | Added to | 630,329 | 49,090 | 9.1% | 11.53% | 52 | +70,446 | 12.58% | Q4 2025 | Jan 26, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 610,578 | 47,551 | 0.12% | 0.12% | 53 | +55,020 | 9.9% | Q4 2025 | Feb 13, 2026 |
| Verus Financial Partners, Inc. | History | Added to | 599,613 | 46,703 | 4.3% | 4.3% | 54 | +26,942 | 4.7% | Q4 2025 | Feb 02, 2026 |
| Cannon Financial Strategists, Inc. | History | Added to | 597,218 | 46,511 | 6.47% | 6.43% | 55 | +21,855 | 3.8% | Q4 2025 | Feb 04, 2026 |
| Francis Financial, Inc. | History | Reduced | 595,914 | 46,409 | 9.06% | 8.45% | 56 | -12,348 | -2.03% | Q4 2025 | Feb 11, 2026 |
| Reliant Wealth Planning | History | Added to | 592,660 | 46,156 | 14.42% | 14.89% | 57 | +4,390 | 0.75% | Q4 2025 | Feb 12, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 580,180 | 45,184 | 0.1% | 0.1% | 58 | +32,686 | 5.97% | Q4 2025 | Feb 11, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 574,658 | 44,754 | 0.0% | 0.0% | 59 | -144,736 | -20.12% | Q4 2025 | Feb 11, 2026 |
| MFA WEALTH ADVISORS, LLC | History | Added to | 572,740 | 44,605 | 9.43% | 9.44% | 60 | +19,132 | 3.46% | Q4 2025 | Jan 14, 2026 |
| Scott Capital Advisors, LLC | History | Added to | 554,762 | 43,204 | 9.57% | 9.33% | 61 | +26,425 | 5.0% | Q4 2025 | Jan 12, 2026 |
| STEPHENS INC /AR/ | History | Added to | 548,733 | 42,735 | 0.53% | 0.47% | 62 | +78,546 | 16.71% | Q4 2025 | Feb 05, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 530,941 | 41,312 | 6.44% | 0.0% | 63 | +530,863 | 680593.59% | Q4 2025 | Feb 02, 2026 |
| Cooper Financial Group | History | Added to | 524,705 | 40,864 | 4.35% | 4.23% | 64 | +35,494 | 7.26% | Q4 2025 | Jan 08, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | Reduced | 513,513 | 39,992 | 0.73% | 0.88% | 65 | -23,892 | -4.45% | Q4 2025 | Jan 28, 2026 |
| PINKERTON WEALTH, LLC | History | Added to | 504,497 | 39,290 | 4.03% | 4.17% | 66 | +7,827 | 1.58% | Q4 2025 | Feb 06, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 499,196 | 38,877 | 0.42% | 0.52% | 67 | +56,125 | 12.67% | Q4 2025 | Jan 23, 2026 |
| HighTower Advisors, LLC | History | Reduced | 491,376 | 38,268 | 0.04% | 0.04% | 68 | -11,765 | -2.34% | Q4 2025 | Feb 06, 2026 |
| Franklin, Parlapiano, Turner & Welch, LLC | History | Reduced | 484,016 | 37,641 | 9.35% | 9.72% | 69 | -8,620 | -1.75% | Q4 2025 | Jan 22, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 470,024 | 36,605 | 0.02% | 0.02% | 70 | +32,603 | 7.45% | Q4 2025 | Feb 06, 2026 |
| BetterWealth, LLC | History | Added to | 464,919 | 36,207 | 8.26% | 8.19% | 71 | +24,530 | 5.57% | Q4 2025 | Jan 15, 2026 |
| Midwest Trust Co | History | Added to | 461,461 | 35,938 | 0.45% | 0.34% | 72 | +123,566 | 36.57% | Q4 2025 | Feb 04, 2026 |
| Farmers & Merchants Trust Co of Chambersburg PA | History | Added to | 456,340 | 35,540 | 9.95% | 9.93% | 73 | +6,211 | 1.38% | Q4 2025 | Feb 02, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 451,853 | 35,190 | 0.41% | 0.42% | 74 | -9,945 | -2.15% | Q4 2025 | Jan 21, 2026 |
| LVW Advisors, LLC | History | Added to | 449,171 | 34,981 | 3.55% | 3.41% | 75 | +21,084 | 4.93% | Q4 2025 | Jan 14, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 482,329 | 34,508 | 0.85% | 0.92% | 76 | -10,383 | -2.11% | Q4 2025 | Feb 09, 2026 |
| SHERMAN PORFOLIOS, LLC | History | New | 442,935 | 34,495 | 2.35% | — | 77 | +442,935 | New | Q4 2025 | Feb 17, 2026 |
| Avior Wealth Management, LLC | History | Added to | 421,555 | 32,830 | 1.02% | 1.01% | 78 | +18,688 | 4.64% | Q4 2025 | Jan 06, 2026 |
| &PARTNERS | History | Added to | 413,795 | 32,329 | 0.17% | 0.17% | 79 | +77,460 | 23.03% | Q4 2025 | Feb 17, 2026 |
| Gordian Advisors LLC | History | Added to | 414,180 | 32,256 | 21.37% | 20.84% | 80 | +17,065 | 4.3% | Q4 2025 | Feb 09, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 398,073 | 31,001 | 0.06% | 0.06% | 81 | +32,209 | 8.8% | Q4 2025 | Feb 17, 2026 |
| Wealthfront Advisers LLC | History | Added to | 393,184 | 30,621 | 0.07% | 0.06% | 82 | +43,564 | 12.46% | Q4 2025 | Jan 30, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 388,839 | 30,282 | 0.74% | 0.73% | 83 | +19,026 | 5.14% | Q4 2025 | Jan 28, 2026 |
| Seneschal Advisors, LLC | History | Reduced | 388,447 | 30,252 | 22.28% | 22.2% | 84 | -3,152 | -0.8% | Q4 2025 | Feb 13, 2026 |
| BRIGHTON SECURITIES CORP. | History | Added to | 385,669 | 30,035 | 14.82% | 15.28% | 85 | +10,044 | 2.67% | Q4 2025 | Mar 06, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 382,378 | 29,835 | 0.05% | 0.04% | 86 | +134,931 | 54.53% | Q4 2025 | Feb 05, 2026 |
| Everhart Financial Group, Inc. | History | Reduced | 381,643 | 29,722 | 2.75% | 3.19% | 87 | -26,067 | -6.39% | Q4 2025 | Jan 07, 2026 |
| Greystone Financial Group, LLC | History | Added to | 379,021 | 29,518 | 4.61% | 4.52% | 88 | +5,279 | 1.41% | Q4 2025 | Jan 27, 2026 |
| Rosenberg Matthew Hamilton | History | Reduced | 372,367 | 28,999 | 6.01% | 6.31% | 89 | -1,715 | -0.46% | Q4 2025 | Jan 05, 2026 |
| Strategic Advocates LLC | History | Reduced | 363,382 | 28,380 | 7.26% | 7.4% | 90 | -481 | -0.13% | Q4 2025 | Feb 11, 2026 |
| ACORN CREEK CAPITAL LLC | History | Added to | 358,527 | 27,922 | 10.04% | 10.12% | 91 | +15,225 | 4.43% | Q4 2025 | Feb 02, 2026 |
| Roundview Capital LLC | History | Added to | 356,496 | 27,763 | 1.71% | 1.67% | 92 | +18,934 | 5.61% | Q4 2025 | Feb 09, 2026 |
| Ballentine Capital Advisors, Inc | History | Added to | 353,098 | 27,499 | 11.58% | 11.67% | 93 | +15,029 | 4.45% | Q4 2025 | Feb 02, 2026 |
| FPC INVESTMENT ADVISORY, INC. | History | Added to | 351,929 | 27,408 | 15.02% | 15.27% | 94 | +25,975 | 7.97% | Q4 2025 | Feb 10, 2026 |
| Wescott Financial Advisory Group, LLC | History | Added to | 347,522 | 27,065 | 2.36% | 2.34% | 95 | +14,169 | 4.25% | Q4 2025 | Feb 12, 2026 |
| Compass Planning Associates Inc | History | Added to | 342,455 | 26,670 | 18.47% | 12.21% | 96 | +172,008 | 100.92% | Q4 2025 | Jan 22, 2026 |
| SEEDS INVESTOR LLC | History | Added to | 335,872 | 26,157 | 5.01% | 4.87% | 97 | +40,563 | 13.74% | Q4 2025 | Jan 27, 2026 |
| Kropog Financial Group, LLC | History | Added to | 334,999 | 26,089 | 20.21% | 19.72% | 98 | +26,844 | 8.71% | Q4 2025 | Feb 05, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Added to | 333,210 | 25,950 | 2.6% | 2.41% | 99 | +37,231 | 12.58% | Q4 2025 | Jan 27, 2026 |
| FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | History | Added to | 328,228 | 25,562 | 4.69% | 4.81% | 100 | +3,185 | 0.98% | Q4 2025 | Jan 29, 2026 |
| 49 WEALTH MANAGEMENT, LLC | History | New | 321,565 | 25,043 | 2.04% | — | 101 | +321,565 | New | Q4 2025 | Feb 04, 2026 |
| Windward Private Wealth Management Inc. | History | Added to | 314,464 | 24,490 | 8.48% | 8.44% | 102 | +1,013 | 0.32% | Q4 2025 | Feb 02, 2026 |
| Betterment LLC | History | Added to | 304,192 | 23,690 | 0.05% | 0.04% | 103 | +22,151 | 7.85% | Q4 2025 | Feb 12, 2026 |
| Schiavi & Co LLC | History | Added to | 301,815 | 23,505 | 7.55% | 7.28% | 104 | +18,890 | 6.68% | Q4 2025 | Feb 13, 2026 |
| GREENUP STREET WEALTH MANAGEMENT LLC | History | Added to | 301,251 | 23,461 | 3.39% | 1.95% | 105 | +138,838 | 85.48% | Q4 2025 | Jan 23, 2026 |
| Financial Engines Advisors L.L.C. | History | Added to | 301,153 | 23,453 | 0.04% | 0.04% | 106 | +3,958 | 1.33% | Q4 2025 | Feb 12, 2026 |
| BROWN WEALTH MANAGEMENT, LLC | History | Added to | 296,261 | 23,072 | 6.07% | 5.15% | 107 | +61,604 | 26.25% | Q4 2025 | Feb 06, 2026 |
| FIRST MERCHANTS CORP | History | Added to | 293,723 | 22,875 | 0.85% | 0.85% | 108 | +4,443 | 1.54% | Q4 2025 | Jan 12, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 292,890 | 22,810 | 0.01% | 0.0% | 109 | +179,709 | 158.78% | Q4 2025 | Feb 02, 2026 |
| ForthRight Wealth Management, LLC | History | Added to | 287,200 | 22,367 | 6.43% | 6.19% | 110 | +14,435 | 5.29% | Q4 2025 | Jan 13, 2026 |
| HOGE FINANCIAL SERVICES, LLC | History | Added to | 285,268 | 22,216 | 11.97% | 11.57% | 111 | +26,820 | 10.38% | Q4 2025 | Jan 29, 2026 |
| MAI Capital Management | History | Added to | 284,878 | 22,186 | 0.13% | 0.12% | 112 | +29,167 | 11.41% | Q4 2025 | Feb 13, 2026 |
| Grey Fox Wealth Advisors, LLC | History | Added to | 282,832 | 22,026 | 4.51% | 3.05% | 113 | +91,080 | 47.5% | Q4 2025 | Feb 12, 2026 |
| Brewster Financial Planning LLC | History | Added to | 281,086 | 21,890 | 13.45% | 13.36% | 114 | +8,931 | 3.28% | Q4 2025 | Jan 14, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 278,663 | 21,702 | 0.04% | 0.02% | 115 | +134,722 | 93.6% | Q4 2025 | Mar 16, 2026 |
| Retirement Management Systems Inc. | History | New | 276,001 | 21,494 | 5.5% | — | 116 | +276,001 | New | Q4 2025 | Feb 12, 2026 |
| American Money Management, LLC | History | Added to | 274,769 | 21,399 | 3.36% | 3.44% | 117 | +10,436 | 3.95% | Q4 2025 | Feb 10, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 269,478 | 20,987 | 0.03% | 0.03% | 118 | +2,637 | 0.99% | Q4 2025 | Feb 10, 2026 |
| Human Investing LLC | History | Added to | 262,127 | 20,414 | 2.88% | 2.89% | 119 | +11,954 | 4.78% | Q4 2025 | Jan 27, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | Added to | 256,603 | 19,984 | 1.26% | 1.19% | 120 | +21,617 | 9.2% | Q4 2025 | Feb 17, 2026 |
| Certified Advisory Corp | History | Added to | 249,490 | 19,430 | 1.77% | 1.71% | 121 | +18,396 | 7.96% | Q4 2025 | Jan 12, 2026 |
| Keyes, Stange & Wooten Wealth Management, LLC | History | Added to | 244,006 | 19,003 | 9.01% | 8.83% | 122 | +10,439 | 4.47% | Q4 2025 | Feb 10, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 243,238 | 18,943 | 1.42% | 1.38% | 123 | +14,107 | 6.16% | Q4 2025 | Feb 13, 2026 |
| RETIREMENT CAPITAL STRATEGIES | History | Added to | 243,068 | 18,930 | 7.02% | 6.83% | 124 | +15,044 | 6.6% | Q4 2025 | Feb 13, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 237,918 | 18,529 | 0.14% | 0.14% | 125 | +9,120 | 3.99% | Q4 2025 | Feb 12, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 237,572 | 18,502 | 0.23% | 0.25% | 126 | -12,496 | -5.0% | Q4 2025 | Jan 21, 2026 |
| Darrow Company, Inc. | History | Added to | 234,143 | 18,235 | 8.2% | 8.08% | 127 | +13,334 | 6.04% | Q4 2025 | Jan 27, 2026 |
| CHRISTINE MESSMER PC | History | New | 233,690 | 18,199 | 11.87% | — | 128 | +233,690 | New | Q4 2025 | Feb 03, 2026 |
| Clark Asset Management, LLC | History | Added to | 233,197 | 18,161 | 1.89% | 1.87% | 129 | +27,159 | 13.18% | Q4 2025 | Jan 27, 2026 |
| Silver Coast Investments LLC | History | Added to | 231,657 | 18,041 | 6.22% | 6.04% | 130 | +6,467 | 2.87% | Q4 2025 | Jan 27, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 231,252 | 18,009 | 0.44% | 0.42% | 131 | +13,141 | 6.02% | Q4 2025 | Feb 13, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 231,197 | 18,005 | 0.37% | 0.32% | 132 | +51,983 | 29.01% | Q4 2025 | Feb 03, 2026 |
| Smithfield Trust Co | History | Added to | 227,283 | 17,696 | 0.78% | 0.77% | 133 | +7,034 | 3.19% | Q4 2025 | Feb 09, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 225,815 | 17,586 | 0.34% | 0.35% | 134 | +4,236 | 1.91% | Q4 2025 | Feb 12, 2026 |
| Heartwood Wealth Advisors LLC | History | Added to | 224,427 | 17,478 | 1.61% | 1.6% | 135 | +4,215 | 1.91% | Q4 2025 | Jan 12, 2026 |
| CAMBRIDGE CAPITAL MANAGEMENT, LLC | History | Added to | 213,907 | 16,659 | 7.48% | 7.57% | 136 | +11,624 | 5.75% | Q4 2025 | Jan 28, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 212,214 | 16,527 | 0.4% | 0.38% | 137 | +25,682 | 13.77% | Q4 2025 | Jan 29, 2026 |
| NewEdge Advisors, LLC | History | Added to | 209,429 | 16,310 | 0.06% | 0.07% | 138 | +18,337 | 9.6% | Q4 2025 | Feb 18, 2026 |
| Lido Advisors, LLC | History | Added to | 209,032 | 16,282 | 0.05% | 0.04% | 139 | +26,121 | 14.28% | Q4 2025 | Feb 10, 2026 |
| MBA Advisors LLC | History | Added to | 202,325 | 15,757 | 6.35% | 6.39% | 140 | +10,866 | 5.68% | Q4 2025 | Jan 21, 2026 |
| IFC & Insurance Marketing, Inc. | History | New | 200,248 | 15,595 | 15.47% | — | 141 | +200,248 | New | Q4 2025 | Feb 12, 2026 |
| Penserra Capital Management LLC | History | Reduced | 197,810 | 15,405 | 0.18% | 0.31% | 142 | -134,135 | -40.41% | Q4 2025 | Feb 12, 2026 |
| GAMMA Investing LLC | History | Added to | 196,883 | 15,333 | 0.77% | 0.7% | 143 | +33,414 | 20.44% | Q4 2025 | Jan 05, 2026 |
| Tumwater Wealth Management, LLC | History | Added to | 195,871 | 15,254 | 6.22% | 6.4% | 144 | +11,356 | 6.15% | Q4 2025 | Jan 29, 2026 |
| Apella Capital, LLC | History | Added to | 192,483 | 14,990 | 0.3% | 0.01% | 145 | +184,320 | 2257.99% | Q4 2025 | Jan 21, 2026 |
| M&T BANK CORP | History | Added to | 192,057 | 14,957 | 0.05% | 0.04% | 146 | +30,269 | 18.71% | Q4 2025 | Jan 30, 2026 |
| NewSquare Capital LLC | History | Reduced | 190,950 | 14,871 | 1.31% | 1.11% | 147 | -18,199 | -8.7% | Q4 2025 | Feb 17, 2026 |
| Montecito Bank & Trust | History | Reduced | 188,602 | 14,688 | 2.34% | 2.33% | 148 | -3,452 | -1.8% | Q4 2025 | Jan 09, 2026 |
| Pacific Capital Wealth Advisors, Inc. | History | Reduced | 187,244 | 14,582 | 2.5% | 2.53% | 149 | -103 | -0.05% | Q4 2025 | Jan 26, 2026 |
| CAPITAL INSIGHT PARTNERS, LLC | History | Reduced | 186,865 | 14,553 | 3.08% | 2.5% | 150 | -6,849 | -3.54% | Q4 2025 | Feb 17, 2026 |
| Neumann Capital Management, LLC | History | Added to | 185,239 | 14,426 | 4.17% | 3.7% | 151 | +23,044 | 14.21% | Q4 2025 | Jan 14, 2026 |
| Allworth Financial LP | History | New | 184,709 | 14,385 | 0.06% | — | 152 | +184,709 | New | Q4 2025 | Feb 05, 2026 |
| Austin Asset Management Co Inc | History | Added to | 184,525 | 14,370 | 2.36% | 2.27% | 153 | +24,814 | 15.54% | Q4 2025 | Feb 04, 2026 |
| BOKF, NA | History | Added to | 183,695 | 14,306 | 0.22% | 0.19% | 154 | +22,830 | 14.19% | Q4 2025 | Feb 03, 2026 |
| ASSOCIATED BANC-CORP | History | Reduced | 182,035 | 14,176 | 0.36% | 0.38% | 155 | -765 | -0.42% | Q4 2025 | Feb 06, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 181,472 | 14,134 | 0.11% | — | 156 | +181,472 | New | Q4 2025 | Feb 18, 2026 |
| Corient Private Wealth LLC | History | Added to | 181,348 | 14,125 | 0.02% | 0.02% | 157 | +16,141 | 9.77% | Q4 2025 | Mar 09, 2026 |
| Capital Analysts, LLC | History | Added to | 180,379 | 14,048 | 0.43% | 0.15% | 158 | +114,623 | 174.32% | Q4 2025 | Feb 11, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | New | 180,251 | 14,037 | 0.05% | — | 159 | +180,251 | New | Q4 2025 | Jan 15, 2026 |
| Systelligence, LLC | History | Reduced | 179,308 | 13,964 | 2.66% | 3.2% | 160 | -36,853 | -17.05% | Q4 2025 | Jan 22, 2026 |
| Fonville Wealth Management LLC | History | Added to | 177,008 | 13,785 | 2.82% | 2.31% | 161 | +45,702 | 34.81% | Q4 2025 | Jan 23, 2026 |
| CITIGROUP INC | History | Reduced | 175,132 | 13,639 | 0.01% | 0.01% | 162 | -101,431 | -36.68% | Q4 2025 | Feb 13, 2026 |
| City State Bank | History | Added to | 174,057 | 13,555 | 3.71% | 3.85% | 163 | +3,522 | 2.07% | Q4 2025 | Jan 28, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 172,230 | 13,413 | 0.06% | 0.06% | 164 | -1,481 | -0.85% | Q4 2025 | Feb 13, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Added to | 169,968 | 13,237 | 0.17% | 0.15% | 165 | +27,034 | 18.91% | Q4 2025 | Jan 22, 2026 |
| FC Advisory LLC | History | Added to | 169,245 | 13,180 | 3.79% | 3.74% | 166 | +5,712 | 3.49% | Q4 2025 | Jan 13, 2026 |
| Brookstone Capital Management | History | Added to | 167,849 | 13,072 | 0.15% | 0.15% | 167 | +6,648 | 4.12% | Q4 2025 | Jan 15, 2026 |
| DAVENPORT & Co LLC | History | Added to | 167,502 | 13,045 | 0.07% | 0.07% | 168 | +10,350 | 6.59% | Q4 2025 | Jan 12, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Added to | 165,858 | 12,917 | 1.82% | 1.94% | 169 | +8,581 | 5.46% | Q4 2025 | Jan 12, 2026 |
| Conrad Siegel Investment Advisors, Inc. | History | Added to | 164,305 | 12,796 | 2.43% | 1.43% | 170 | +77,202 | 88.63% | Q4 2025 | Jan 14, 2026 |
| Atria Investments, Inc | History | Reduced | 157,525 | 12,268 | 0.14% | 0.15% | 171 | -5,379 | -3.3% | Q4 2025 | Feb 05, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 156,294 | 12,172 | 0.26% | 0.27% | 172 | +4,532 | 2.99% | Q4 2025 | Feb 05, 2026 |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | History | Added to | 156,124 | 12,158 | 1.74% | 1.4% | 173 | +45,557 | 41.2% | Q4 2025 | Feb 11, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 153,356 | 11,943 | 0.62% | 0.55% | 174 | +26,030 | 20.44% | Q4 2025 | Feb 05, 2026 |
| Focus Partners Wealth | History | Added to | 153,276 | 11,937 | 0.01% | 0.02% | 175 | +30,148 | 24.49% | Q4 2025 | Feb 13, 2026 |
| Mach-1 Financial Group, LLC | History | Added to | 152,992 | 11,915 | 2.45% | 1.62% | 176 | +22,953 | 17.65% | Q4 2025 | Feb 06, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 149,607 | 11,651 | 0.43% | 0.05% | 177 | +139,968 | 1452.1% | Q4 2025 | Feb 04, 2026 |
| BROWN ADVISORY INC | History | Added to | 148,884 | 11,595 | 0.02% | 0.0% | 178 | +100,984 | 210.82% | Q4 2025 | Feb 13, 2026 |
| BURNEY CO/ | History | Reduced | 148,583 | 11,571 | 0.36% | 0.37% | 179 | -348 | -0.23% | Q4 2025 | Jan 23, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 148,261 | 11,546 | 0.06% | 0.05% | 180 | +31,367 | 26.83% | Q4 2025 | Jan 29, 2026 |
| Frankly Finances, LLC | History | New | 148,087 | 11,533 | 10.01% | — | 181 | +148,087 | New | Q4 2025 | Jan 26, 2026 |
| NWAM LLC | History | Added to | 145,922 | 11,364 | 0.63% | 0.56% | 182 | +13,317 | 10.04% | Q4 2025 | Feb 04, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 145,840 | 11,357 | 0.35% | 0.33% | 183 | +5,898 | 4.21% | Q4 2025 | Feb 11, 2026 |
| rebel Financial LLC | History | New | 144,040 | 11,217 | 4.79% | — | 184 | +144,040 | New | Q4 2025 | Mar 27, 2026 |
| Gemmer Asset Management LLC | History | Added to | 143,981 | 11,213 | 0.86% | 0.9% | 185 | +626 | 0.44% | Q4 2025 | Jan 23, 2026 |
| Stephenson & Company, Inc. | History | Added to | 142,056 | 11,063 | 6.08% | 6.16% | 186 | +4,679 | 3.41% | Q4 2025 | Jan 27, 2026 |
| Verde Capital Management | History | Added to | 140,471 | 10,939 | 2.33% | 2.31% | 187 | +6,709 | 5.02% | Q4 2025 | Feb 06, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 140,315 | 10,927 | 0.15% | 0.19% | 188 | +12,221 | 9.54% | Q4 2025 | Feb 06, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 139,616 | 10,873 | 0.0% | 0.0% | 189 | +76,202 | 120.17% | Q4 2025 | Feb 11, 2026 |
| Fund Evaluation Group, LLC | History | Reduced | 139,282 | 10,847 | 0.36% | 0.41% | 190 | -5,108 | -3.54% | Q4 2025 | Feb 11, 2026 |
| Safir Wealth Advisors, LLC | History | Added to | 135,907 | 10,584 | 7.42% | 7.27% | 191 | +4,105 | 3.11% | Q4 2025 | Jan 06, 2026 |
| Clarity Wealth Advisors, LLC | History | Added to | 135,024 | 10,515 | 2.15% | 1.96% | 192 | +21,013 | 18.43% | Q4 2025 | Jan 23, 2026 |
| Boyd Wealth Management, LLC | History | Reduced | 134,353 | 10,463 | 4.44% | 9.63% | 193 | -152,137 | -53.1% | Q4 2025 | Jan 28, 2026 |
| Sigma Planning Corp | History | Reduced | 131,178 | 10,260 | 0.28% | 0.31% | 194 | -9,368 | -6.67% | Q4 2025 | Jan 30, 2026 |
| Integrity Advisory Solutions, LLC | History | Reduced | 129,890 | 10,115 | 1.46% | 1.62% | 195 | -149 | -0.11% | Q4 2025 | Feb 09, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Reduced | 129,510 | 10,086 | 0.79% | 0.82% | 196 | -273 | -0.21% | Q4 2025 | Jan 23, 2026 |
| Sterling Financial Planning, Inc. | History | Added to | 129,501 | 10,085 | 3.04% | 2.7% | 197 | +19,945 | 18.21% | Q4 2025 | Jan 27, 2026 |
| Asset Management Group, Inc. | History | Reduced | 128,867 | 10,036 | 1.62% | 1.79% | 198 | -11,571 | -8.24% | Q4 2025 | Feb 17, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | New | 128,821 | 10,032 | 1.27% | — | 199 | +128,821 | New | Q4 2025 | Jan 27, 2026 |
| Fiduciary Wealth Partners, LLC | History | Added to | 127,568 | 9,934 | 4.07% | 4.07% | 200 | +3,571 | 2.88% | Q4 2025 | Jan 28, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 127,137 | 9,901 | 0.03% | 0.03% | 201 | -7,168 | -5.34% | Q4 2025 | Feb 02, 2026 |
| Mustard Seed Financial, LLC | History | Reduced | 127,134 | 9,901 | 6.22% | 6.46% | 202 | -1,620 | -1.26% | Q4 2025 | Jan 23, 2026 |
| Carl P. Sherr & Co., LLC | History | Added to | 124,597 | 9,702 | 4.33% | 4.36% | 203 | +6,730 | 5.71% | Q4 2025 | Feb 09, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 121,017 | 9,424 | 0.07% | 0.07% | 204 | +17,078 | 16.43% | Q4 2025 | Feb 18, 2026 |
| Bernardo Wealth Planning LLC | History | Added to | 118,415 | 9,222 | 1.76% | 1.78% | 205 | +2,047 | 1.76% | Q4 2025 | Jan 26, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 118,357 | 9,217 | 0.34% | 0.36% | 206 | +2,729 | 2.36% | Q4 2025 | Feb 06, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Reduced | 117,982 | 9,188 | 0.59% | 0.63% | 207 | -4,856 | -3.95% | Q4 2025 | Jan 26, 2026 |
| Waverly Advisors, LLC | History | Added to | 117,971 | 9,187 | 0.07% | 0.03% | 208 | +78,614 | 199.75% | Q4 2025 | Feb 17, 2026 |
| MA Private Wealth | History | Reduced | 115,735 | 9,013 | 1.5% | 1.54% | 209 | -1,361 | -1.16% | Q4 2025 | Feb 03, 2026 |
| SigFig Wealth Management, LLC | History | Added to | 114,266 | 8,899 | 0.27% | 0.28% | 210 | +230 | 0.2% | Q4 2025 | Jan 16, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 114,179 | 8,892 | 0.58% | 0.59% | 211 | +3,836 | 3.48% | Q4 2025 | Jan 23, 2026 |
| Joel Isaacson & Co., LLC | History | Added to | 113,799 | 8,862 | 0.29% | 0.3% | 212 | +6,633 | 6.19% | Q4 2025 | Jan 30, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 113,193 | 8,815 | 0.11% | 0.1% | 213 | +14,737 | 14.97% | Q4 2025 | Jan 29, 2026 |
| VCI Wealth Management LLC | History | Added to | 112,377 | 8,751 | 2.43% | 2.45% | 214 | +9,100 | 8.81% | Q4 2025 | Jan 27, 2026 |
| Hurlow Wealth Management Group, Inc. | History | Added to | 111,834 | 8,709 | 2.13% | 1.88% | 215 | +18,710 | 20.09% | Q4 2025 | Feb 17, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 110,974 | 8,642 | 0.02% | 0.02% | 216 | +2,070 | 1.9% | Q4 2025 | Feb 17, 2026 |
| IFG Advisors, LLC | History | Added to | 110,013 | 8,567 | 1.43% | 1.3% | 217 | +7,975 | 7.82% | Q4 2025 | Jan 13, 2026 |
| Ethos Capital Management, Inc. | History | New | 109,915 | 8,560 | 8.06% | — | 218 | +109,915 | New | Q4 2025 | Jan 21, 2026 |
| Tillman Hartley LLC | History | Added to | 109,913 | 8,559 | 2.15% | 2.11% | 219 | +5,345 | 5.11% | Q4 2025 | Feb 13, 2026 |
| PATTON ALBERTSON MILLER GROUP, LLC | History | Added to | 109,383 | 8,518 | 1.0% | 0.88% | 220 | +16,178 | 17.36% | Q4 2025 | Feb 03, 2026 |
| Avantax Planning Partners, Inc. | History | Reduced | 107,148 | 8,344 | 0.23% | 0.25% | 221 | -3,475 | -3.14% | Q4 2025 | Feb 05, 2026 |
| HANOVER ADVISORS INC | History | Added to | 104,013 | 8,100 | 3.14% | 3.15% | 222 | +140 | 0.13% | Q4 2025 | Feb 17, 2026 |
| Evolution Advisers, Inc. | History | Added to | 103,833 | 8,086 | 3.5% | 3.48% | 223 | +5,129 | 5.2% | Q4 2025 | Jan 23, 2026 |
| STEPHEN J. GARRY & ASSOCIATES, LLC | History | Added to | 103,756 | 8,080 | 6.41% | 6.28% | 224 | +3,119 | 3.1% | Q4 2025 | Jan 16, 2026 |
| Equity Wealth Partners, LLC | History | Added to | 102,960 | 8,018 | 5.2% | 3.75% | 225 | +43,761 | 73.92% | Q4 2025 | Jan 26, 2026 |
| Capital Group Private Client Services, Inc. | History | Added to | 102,397 | 7,974 | 0.13% | 0.13% | 226 | +139 | 0.14% | Q4 2025 | Feb 11, 2026 |
| Savant Capital, LLC | History | Added to | 102,117 | 7,952 | 0.05% | 0.05% | 227 | +3,574 | 3.63% | Q4 2025 | Feb 10, 2026 |
| Merit Financial Group, LLC | History | Reduced | 100,769 | 7,847 | 0.06% | 0.1% | 228 | -37,247 | -26.99% | Q4 2025 | Jan 26, 2026 |
| San Luis Wealth Advisors LLC | History | Added to | 100,393 | 7,818 | 1.31% | 1.31% | 229 | +7,245 | 7.78% | Q4 2025 | Jan 26, 2026 |
| Consilium Wealth Advisory, LLC | History | Added to | 100,295 | 7,810 | 2.88% | 2.87% | 230 | +5,007 | 5.25% | Q4 2025 | Jan 26, 2026 |
| HOHIMER WEALTH MANAGEMENT, LLC | History | Added to | 99,862 | 7,777 | 1.05% | 0.82% | 231 | +24,580 | 32.65% | Q4 2025 | Feb 12, 2026 |
| Smart Money Group LLC | History | Added to | 99,521 | 7,750 | 2.26% | 1.9% | 232 | +17,179 | 20.86% | Q4 2025 | Jan 30, 2026 |
| Refined Wealth Management | History | Reduced | 98,070 | 7,637 | 5.14% | 5.11% | 233 | -3,727 | -3.66% | Q4 2025 | Jan 15, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 97,768 | 7,614 | 0.05% | 0.04% | 234 | +14,697 | 17.69% | Q4 2025 | Jan 29, 2026 |
| Continuum Advisory, LLC | History | Added to | 96,296 | 7,499 | 0.75% | 0.77% | 235 | +3,224 | 3.46% | Q4 2025 | Feb 11, 2026 |
| Parker Financial LLC | History | Added to | 93,123 | 7,252 | 2.94% | 2.95% | 236 | +1,050 | 1.14% | Q4 2025 | Feb 03, 2026 |
| Veridan Wealth LLC | History | Added to | 91,570 | 7,131 | 2.4% | 2.41% | 237 | +1,826 | 2.03% | Q4 2025 | Feb 13, 2026 |
| CUTLER INVESTMENT COUNSEL LLC | History | Added to | 91,302 | 7,110 | 0.74% | 0.74% | 238 | +1,014 | 1.12% | Q4 2025 | Feb 12, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 90,637 | 7,058 | 0.05% | 0.05% | 239 | +2,640 | 3.0% | Q4 2025 | Feb 13, 2026 |
| Rossby Financial, LCC | History | Added to | 89,042 | 6,934 | 2.14% | 1.98% | 240 | +11,344 | 14.6% | Q4 2025 | Feb 12, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 87,917 | 6,846 | 0.18% | 0.18% | 241 | +5,852 | 7.13% | Q4 2025 | Feb 17, 2026 |
| GENESIS PRIVATE WEALTH, LLC | History | Added to | 86,562 | 6,741 | 2.09% | 2.5% | 242 | +10,220 | 13.39% | Q4 2025 | Jan 08, 2026 |
| Silver Oak Advisory Group, Inc. | History | Added to | 86,376 | 6,726 | 3.04% | 2.85% | 243 | +5,732 | 7.11% | Q4 2025 | Feb 03, 2026 |
| Sovereign Investment Advisors, LLC | History | Added to | 85,720 | 6,675 | 1.67% | 1.8% | 244 | +1,166 | 1.38% | Q4 2025 | Feb 13, 2026 |
| Wealth Advisory Team LLC | History | New | 85,614 | 6,667 | 5.89% | — | 245 | +85,614 | New | Q4 2025 | Feb 05, 2026 |
| Sunesis Advisors, LLC | History | Added to | 85,526 | 6,660 | 3.02% | 3.03% | 246 | +2,582 | 3.11% | Q4 2025 | Feb 02, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Added to | 85,199 | 6,635 | 0.5% | 0.42% | 247 | +15,937 | 23.01% | Q4 2025 | Feb 04, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 85,114 | 6,628 | 0.5% | 0.48% | 248 | +8,609 | 11.25% | Q4 2025 | Jan 09, 2026 |
| Mutual Advisors, LLC | History | Added to | 84,986 | 6,618 | 0.14% | 0.14% | 249 | +4,097 | 5.06% | Q4 2025 | Feb 02, 2026 |
| Bay Harbor Wealth Management, LLC | History | Reduced | 83,915 | 6,535 | 1.71% | 1.8% | 250 | -1,200 | -1.41% | Q4 2025 | Feb 02, 2026 |
| Clarity Capital Advisors, LLC | History | Added to | 83,816 | 6,527 | 3.26% | 3.27% | 251 | +6,891 | 8.96% | Q4 2025 | Feb 11, 2026 |
| Sagace Wealth Management LLC | History | Added to | 82,895 | 6,455 | 4.38% | 4.33% | 252 | +1,348 | 1.65% | Q4 2025 | Feb 02, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 82,048 | 6,389 | 0.16% | 0.17% | 253 | -2,937 | -3.46% | Q4 2025 | Jan 07, 2026 |
| CONQUIS FINANCIAL LLC | History | Added to | 82,038 | 6,389 | 5.49% | 6.04% | 254 | +347 | 0.42% | Q4 2025 | Feb 11, 2026 |
| ESL Trust Services, LLC | History | Added to | 81,568 | 6,352 | 1.22% | 1.08% | 255 | +11,389 | 16.23% | Q4 2025 | Feb 10, 2026 |
| Evergreen Wealth Management, LLC | History | Added to | 80,887 | 6,299 | 3.17% | 3.2% | 256 | +2,823 | 3.62% | Q4 2025 | Feb 06, 2026 |
| FISCHER INVESTMENT STRATEGIES, LLC | History | New | 80,609 | 6,277 | 3.66% | — | 257 | +80,609 | New | Q4 2025 | Jan 28, 2026 |
| Milestone Investment Advisors LLC | History | Added to | 80,546 | 6,272 | 1.52% | 1.49% | 258 | +3,575 | 4.64% | Q4 2025 | Feb 11, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 79,803 | 6,215 | 0.05% | 0.06% | 259 | -17,527 | -18.01% | Q4 2025 | Jan 14, 2026 |
| ORRSTOWN FINANCIAL SERVICES INC | History | Added to | 79,792 | 6,214 | 1.04% | 0.82% | 260 | +18,238 | 29.63% | Q4 2025 | Jan 15, 2026 |
| Retirement Planning Group, LLC | History | Reduced | 79,628 | 6,201 | 0.2% | 0.32% | 261 | -37,183 | -31.83% | Q4 2025 | Feb 03, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 79,067 | 6,157 | 0.37% | 0.33% | 262 | +5,649 | 7.69% | Q4 2025 | Jan 20, 2026 |
| New Hampshire Trust | History | Added to | 78,840 | 6,140 | 1.19% | 0.69% | 263 | +32,744 | 71.03% | Q4 2025 | Jan 29, 2026 |
| Sovereign Financial Group, Inc. | History | Added to | 77,949 | 6,070 | 1.05% | 1.09% | 264 | +3,052 | 4.07% | Q4 2025 | Jan 07, 2026 |
| Leeward Financial Partners, LLC | History | Reduced | 77,453 | 6,032 | 1.7% | 1.74% | 265 | -699 | -0.89% | Q4 2025 | Feb 09, 2026 |
| COUNTRY TRUST BANK | History | No change | 77,000 | 5,996 | 0.11% | 0.13% | 266 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 76,452 | 5,954 | 0.07% | 0.16% | 267 | -108,568 | -58.68% | Q4 2025 | Feb 11, 2026 |
| Intergy Private Wealth, LLC | History | Reduced | 75,618 | 5,889 | 1.78% | 1.85% | 268 | -280 | -0.37% | Q4 2025 | Jan 22, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 75,606 | 5,888 | 0.01% | 0.01% | 269 | -2,891 | -3.68% | Q4 2025 | Feb 18, 2026 |
| WealthCollab, LLC | History | Added to | 73,910 | 5,756 | 2.35% | 2.27% | 270 | +10,459 | 16.48% | Q4 2025 | Jan 27, 2026 |
| Westwood Wealth Management | History | New | 72,757 | 5,666 | 4.26% | — | 271 | +72,757 | New | Q4 2025 | Jan 20, 2026 |
| Lionshead Wealth Management, LLC | History | Added to | 72,757 | 5,666 | 4.26% | 4.4% | 272 | +1,696 | 2.39% | Q4 2025 | Jan 13, 2026 |
| PFG Advisors | History | Added to | 71,702 | 5,584 | 0.27% | 0.2% | 273 | +9,851 | 15.93% | Q4 2025 | Jan 27, 2026 |
| Richmond Brothers, Inc. | History | Reduced | 71,581 | 5,574 | 3.55% | 4.76% | 274 | -25,057 | -25.93% | Q4 2025 | Feb 12, 2026 |
| PCG ASSET MANAGEMENT, LLC | History | Added to | 70,485 | 5,559 | 4.43% | 4.26% | 275 | +2,495 | 3.67% | Q4 2025 | Feb 12, 2026 |
| Hardy Reed LLC | History | Added to | 70,569 | 5,495 | 0.39% | 0.39% | 276 | +3,196 | 4.74% | Q4 2025 | Feb 06, 2026 |
| Granite Harbor Advisors, Inc. | History | Added to | 69,255 | 5,393 | 2.28% | 2.08% | 277 | +5,922 | 9.35% | Q4 2025 | Jan 22, 2026 |
| Prospera Financial Services Inc | History | Added to | 68,879 | 5,370 | 0.09% | 0.08% | 278 | +7,501 | 12.22% | Q4 2025 | Feb 09, 2026 |
| Bay Capital Advisors, LLC | History | Added to | 68,242 | 5,314 | 3.24% | 1.87% | 279 | +31,434 | 85.4% | Q4 2025 | Jan 16, 2026 |
| CAPE COD FIVE CENTS SAVINGS BANK | History | No change | 67,689 | 5,304 | 0.49% | 0.49% | 280 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Momentum Wealth Planning, LLC | History | Added to | 68,017 | 5,297 | 4.13% | 4.01% | 281 | +1,941 | 2.94% | Q4 2025 | Jan 28, 2026 |
| Arax Advisory Partners | History | New | 67,433 | 5,251 | 0.15% | — | 282 | +67,433 | New | Q4 2025 | Feb 13, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 67,171 | 5,231 | 0.06% | 0.08% | 283 | +4,539 | 7.25% | Q4 2025 | Jan 29, 2026 |
| PARK NATIONAL CORP /OH/ | History | Added to | 66,779 | 5,200 | 0.16% | 0.15% | 284 | +6,713 | 11.18% | Q4 2025 | Jan 05, 2026 |
| Summit Financial, LLC | History | Added to | 66,668 | 5,192 | 0.08% | 0.05% | 285 | +25,044 | 60.17% | Q4 2025 | Feb 13, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Reduced | 66,582 | 5,185 | 0.58% | 0.75% | 286 | -16,289 | -19.66% | Q4 2025 | Jan 14, 2026 |
| Spire Wealth Management | History | Added to | 66,568 | 5,184 | 0.17% | 0.17% | 287 | +2,101 | 3.26% | Q4 2025 | Jan 14, 2026 |
| StoneX Group Inc. | History | Added to | 66,523 | 5,180 | 0.22% | 0.22% | 288 | +2,818 | 4.42% | Q4 2025 | Feb 12, 2026 |
| Planned Solutions, Inc. | History | Added to | 63,766 | 4,966 | 1.59% | 1.66% | 289 | +1,902 | 3.07% | Q4 2025 | Jan 28, 2026 |
| Jacobsen Capital Management | History | Added to | 63,736 | 4,963 | 1.62% | 1.63% | 290 | +2,151 | 3.49% | Q4 2025 | Jan 26, 2026 |
| Prostatis Group LLC | History | Reduced | 63,535 | 4,948 | 1.18% | 1.25% | 291 | -361 | -0.56% | Q4 2025 | Feb 17, 2026 |
| BARCLAYS PLC | History | No change | 62,714 | 4,884 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Precision Wealth Strategies, LLC | History | Reduced | 62,610 | 4,876 | 1.58% | 2.13% | 293 | -21,669 | -25.71% | Q4 2025 | Jan 30, 2026 |
| Centennial Bank/AR/ | History | Added to | 61,859 | 4,817 | 1.91% | 1.82% | 294 | +2,663 | 4.5% | Q4 2025 | Feb 17, 2026 |
| VestGen Advisors, LLC | History | Added to | 61,604 | 4,797 | 0.2% | 0.06% | 295 | +39,797 | 182.5% | Q4 2025 | Feb 17, 2026 |
| Harbour Trust & Investment Management Co | History | Added to | 59,681 | 4,647 | 0.47% | 0.48% | 296 | +322 | 0.54% | Q4 2025 | Jan 28, 2026 |
| Integrated Advisors Network LLC | History | Added to | 58,793 | 4,578 | 0.2% | 0.18% | 297 | +4,578 | 8.44% | Q4 2025 | Feb 17, 2026 |
| Arcataur Capital Management LLC | History | Reduced | 58,779 | 4,577 | 1.31% | 1.36% | 298 | -666 | -1.12% | Q4 2025 | Jan 27, 2026 |
| CWM, LLC | History | Added to | 58,601 | 4,564 | 0.01% | 0.0% | 299 | +43,735 | 294.19% | Q4 2025 | Jan 26, 2026 |
| Aspire Private Capital, LLC | History | Added to | 58,078 | 4,523 | 1.01% | 0.95% | 300 | +1,983 | 3.54% | Q4 2025 | Jan 16, 2026 |
| Hoxton Planning & Management, LLC | History | Added to | 57,034 | 4,441 | 1.33% | 0.78% | 301 | +26,004 | 83.8% | Q4 2025 | Feb 11, 2026 |
| Valmark Advisers, Inc. | History | Added to | 56,514 | 4,401 | 0.05% | 0.05% | 302 | +9,445 | 20.07% | Q4 2025 | Jan 26, 2026 |
| CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC | History | Added to | 56,517 | 4,401 | 1.29% | 1.36% | 303 | +439 | 0.78% | Q4 2025 | Jan 21, 2026 |
| Family Legacy, Inc. | History | Added to | 56,269 | 4,382 | 1.31% | 1.34% | 304 | +231 | 0.41% | Q4 2025 | Feb 04, 2026 |
| BESSEMER GROUP INC | History | Reduced | 56,230 | 4,379 | 0.01% | 0.01% | 305 | -7,214 | -11.37% | Q4 2025 | Feb 05, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 55,296 | 4,306 | 0.03% | 0.01% | 306 | +44,379 | 406.51% | Q4 2025 | Jan 27, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 55,287 | 4,305 | 0.03% | 0.03% | 307 | +6,762 | 13.94% | Q4 2025 | Feb 12, 2026 |
| Graetz Wealth LLC | History | New | 55,185 | 4,297 | 3.91% | — | 308 | +55,185 | New | Q4 2025 | Feb 12, 2026 |
| Marmo Financial Group, LLC | History | Added to | 54,342 | 4,232 | 2.0% | 1.99% | 309 | +1,735 | 3.3% | Q4 2025 | Feb 03, 2026 |
| Arcadia Wealth Management, LLC | History | Added to | 54,159 | 4,217 | 1.57% | 1.67% | 310 | +373 | 0.69% | Q4 2025 | Feb 03, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 97,827 | 4,206 | 0.1% | 0.14% | 311 | +1,611 | 1.67% | Q4 2025 | Feb 11, 2026 |
| Diversified Portfolios, Inc. | History | Reduced | 52,284 | 4,071 | 0.34% | 0.41% | 312 | -7,151 | -12.03% | Q4 2025 | Feb 09, 2026 |
| Advisors Preferred, LLC | History | Reduced | 51,732 | 4,027 | 0.66% | 0.63% | 313 | -2,726 | -5.01% | Q4 2025 | Feb 02, 2026 |
| Uptown Financial Advisors LLC | History | Added to | 51,432 | 4,005 | 2.87% | 2.93% | 314 | +5,952 | 13.09% | Q4 2025 | Jan 23, 2026 |
| Meridian Financial Partners LLC | History | Added to | 51,441 | 3,999 | 1.58% | 1.5% | 315 | +4,988 | 10.74% | Q4 2025 | Feb 05, 2026 |
| HUB Investment Partners, LLC | History | Reduced | 51,341 | 3,998 | 0.1% | 0.17% | 316 | -14,954 | -22.56% | Q4 2025 | Feb 17, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 50,896 | 3,975 | 0.15% | 0.13% | 317 | +24,169 | 90.43% | Q4 2025 | Feb 13, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 50,935 | 3,966 | 0.14% | 0.15% | 318 | -331 | -0.65% | Q4 2025 | Jan 13, 2026 |
| White Lighthouse Investment Management Inc. | History | Added to | 49,730 | 3,872 | 0.54% | 0.58% | 319 | +1,282 | 2.65% | Q4 2025 | Feb 09, 2026 |
| WCG Wealth Advisors LLC | History | New | 49,452 | 3,851 | 0.11% | — | 320 | +49,452 | New | Q4 2025 | Feb 10, 2026 |
| Balance Wealth, LLC | History | Reduced | 48,252 | 3,757 | 1.21% | 0.94% | 321 | -280 | -0.58% | Q4 2025 | Jan 21, 2026 |
| Secure Asset Management, LLC | History | Added to | 47,825 | 3,724 | 0.58% | 0.58% | 322 | +2,679 | 5.93% | Q4 2025 | Jan 20, 2026 |
| Brindle & Bay Financial Advisors, LLC | History | New | 47,741 | 3,718 | 2.47% | — | 323 | +47,741 | New | Q4 2025 | Jan 29, 2026 |
| Graney & King, LLC | History | Added to | 47,278 | 3,682 | 2.15% | 1.04% | 324 | +28,038 | 145.73% | Q4 2025 | Feb 13, 2026 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | History | Added to | 46,845 | 3,648 | 0.48% | 0.42% | 325 | +6,050 | 14.83% | Q4 2025 | Feb 10, 2026 |
| Red Wave Investments LLC | History | Reduced | 46,512 | 3,622 | 1.08% | 1.12% | 326 | -311 | -0.66% | Q4 2025 | Feb 06, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 46,349 | 3,609 | 0.06% | 0.07% | 327 | +3,085 | 7.13% | Q4 2025 | Jan 16, 2026 |
| Amplius Wealth Advisors, LLC | History | Reduced | 46,091 | 3,589 | 0.3% | 0.32% | 328 | -1,036 | -2.2% | Q4 2025 | Jan 12, 2026 |
| Investments & Financial Planning, LLC | History | Added to | 45,926 | 3,576 | 1.92% | 1.86% | 329 | +1,901 | 4.32% | Q4 2025 | Feb 23, 2026 |
| BANK OF STOCKTON | History | Reduced | 45,504 | 3,543 | 1.01% | 1.97% | 330 | -43,073 | -48.63% | Q4 2025 | Jan 21, 2026 |
| Aureus Asset Management, LLC | History | Reduced | 43,775 | 3,409 | 0.22% | 0.22% | 331 | -142 | -0.32% | Q4 2025 | Feb 17, 2026 |
| St. Louis Trust Co | History | No change | 42,920 | 3,342 | 0.38% | 0.42% | 332 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Advisory Services Network, LLC | History | Added to | 42,757 | 3,329 | 0.05% | 0.03% | 333 | +15,901 | 59.21% | Q4 2025 | Feb 17, 2026 |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | History | New | 42,664 | 3,322 | 3.12% | — | 334 | +42,664 | New | Q4 2025 | Feb 02, 2026 |
| Kelman-Lazarov, Inc. | History | Added to | 42,537 | 3,312 | 0.47% | 0.47% | 335 | +1,570 | 3.83% | Q4 2025 | Jan 26, 2026 |
| KICKSTAND VENTURES, LLC. | History | Reduced | 42,519 | 3,311 | 0.7% | 0.73% | 336 | -76 | -0.18% | Q4 2025 | Jan 29, 2026 |
| Warwick Investment Management, Inc. | History | Reduced | 42,290 | 3,293 | 0.51% | 0.6% | 337 | -1,971 | -4.45% | Q4 2025 | Jan 15, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 42,251 | 3,290 | 0.39% | 0.38% | 338 | +4,378 | 11.56% | Q4 2025 | Jan 26, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 41,661 | 3,244 | 0.07% | 0.06% | 339 | +9,148 | 28.14% | Q4 2025 | Feb 09, 2026 |
| Pathstone Holdings, LLC | History | New | 41,625 | 3,241 | 0.01% | — | 340 | +41,625 | New | Q4 2025 | Feb 13, 2026 |
| RS CRUM INC. | History | Reduced | 41,234 | 3,211 | 0.64% | 0.72% | 341 | -448 | -1.07% | Q4 2025 | Feb 17, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 41,185 | 3,207 | 0.05% | 0.01% | 342 | +31,773 | 337.58% | Q4 2025 | Jan 13, 2026 |
| Chris Bulman Inc | History | Added to | 41,014 | 3,194 | 1.41% | 1.31% | 343 | +7,403 | 22.03% | Q4 2025 | Jan 14, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 40,705 | 3,170 | 0.1% | 0.09% | 344 | +353 | 0.87% | Q4 2025 | Jan 09, 2026 |
| Joseph P. Lucia & Associates, LLC | History | Added to | 39,806 | 3,100 | 1.12% | 1.01% | 345 | +5,501 | 16.04% | Q4 2025 | Jan 28, 2026 |
| Pacific Park Financial, Inc. | History | New | 39,710 | 3,092 | 1.93% | — | 346 | +39,710 | New | Q4 2025 | Jan 30, 2026 |
| Elevated Capital Advisors, LLC | History | Reduced | 39,608 | 3,084 | 0.72% | 0.8% | 347 | -1,587 | -3.85% | Q4 2025 | Jan 27, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | History | Added to | 39,411 | 3,069 | 0.48% | 0.56% | 348 | +411 | 1.05% | Q4 2025 | Feb 03, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | Added to | 39,324 | 3,062 | 1.45% | 1.42% | 349 | +1,452 | 3.83% | Q4 2025 | Feb 13, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | New | 38,887 | 3,028 | 0.11% | — | 350 | +38,887 | New | Q4 2025 | Feb 09, 2026 |
| AE Wealth Management LLC | History | Added to | 38,662 | 3,010 | 0.02% | 0.02% | 351 | +7,469 | 23.94% | Q4 2025 | Jan 26, 2026 |
| JIM SAULNIER & ASSOCIATES, LLC | History | Reduced | 37,947 | 2,955 | 1.53% | 1.7% | 352 | -1,206 | -3.08% | Q4 2025 | Jan 29, 2026 |
| STERLING INVESTMENT MANAGEMENT, LLC | History | Reduced | 37,618 | 2,929 | 1.66% | 1.81% | 353 | -918 | -2.38% | Q4 2025 | Feb 03, 2026 |
| PFG Investments, LLC | History | Added to | 37,415 | 2,913 | 0.14% | 0.14% | 354 | +1,819 | 5.11% | Q4 2025 | Jan 26, 2026 |
| Westfuller Advisors, LLC | History | Reduced | 37,392 | 2,912 | 1.18% | 1.44% | 355 | -3,219 | -7.93% | Q4 2025 | Jan 21, 2026 |
| Wealth Management Associates, Inc. | History | Added to | 37,192 | 2,896 | 1.01% | 0.99% | 356 | +1,623 | 4.56% | Q4 2025 | Jan 20, 2026 |
| BANK OF HAWAII | History | Added to | 36,614 | 2,851 | 0.14% | 0.14% | 357 | +1,037 | 2.91% | Q4 2025 | Mar 03, 2026 |
| Wilkins Miller Wealth Management, LLC | History | Added to | 35,528 | 2,766 | 1.65% | 0.98% | 358 | +14,963 | 72.76% | Q4 2025 | Jan 21, 2026 |
| Nabity-Jensen Investment Management Inc | History | Reduced | 35,448 | 2,760 | 1.87% | 1.93% | 359 | -204 | -0.57% | Q4 2025 | Jan 26, 2026 |
| WALLER FINANCIAL PLANNING GROUP, INC | History | Reduced | 35,226 | 2,743 | 0.61% | 0.69% | 360 | -3,192 | -8.31% | Q4 2025 | Jan 13, 2026 |
| Manuka Financial, LLC | History | Reduced | 34,919 | 2,719 | 1.69% | 1.95% | 361 | -5,224 | -13.01% | Q4 2025 | Jan 28, 2026 |
| Lynx Investment Advisory | History | Reduced | 34,843 | 2,713 | 1.48% | 1.68% | 362 | -1,096 | -3.05% | Q4 2025 | Feb 05, 2026 |
| Smith Partners Wealth Management, LLC | History | New | 34,526 | 2,688 | 2.47% | — | 363 | +34,526 | New | Q4 2025 | Feb 13, 2026 |
| BancFirst Trust & Investment Management | History | Added to | 34,387 | 2,685 | 1.11% | 1.01% | 364 | +517 | 1.53% | Q4 2025 | Jan 05, 2026 |
| BOURGEON CAPITAL MANAGEMENT LLC | History | Added to | 34,430 | 2,681 | 0.43% | 0.4% | 365 | +6,203 | 21.98% | Q4 2025 | Jan 15, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Added to | 33,649 | 2,620 | 0.28% | 0.29% | 366 | +8 | 0.02% | Q4 2025 | Jan 28, 2026 |
| Houlihan Financial Resource Group, Ltd. | History | Added to | 33,617 | 2,617 | 1.0% | 1.01% | 367 | +18,887 | 128.22% | Q4 2025 | Feb 10, 2026 |
| Equitable Holdings, Inc. | History | Added to | 33,382 | 2,599 | 0.02% | 0.02% | 368 | +4,942 | 17.38% | Q4 2025 | Feb 17, 2026 |
| MidAtlantic Capital Management, Inc. | History | Added to | 33,167 | 2,583 | 1.65% | 1.75% | 369 | +335 | 1.02% | Q4 2025 | Feb 10, 2026 |
| Level Financial Advisors | History | Added to | 32,939 | 2,565 | 0.68% | 0.58% | 370 | +6,628 | 25.19% | Q4 2025 | Jan 26, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 32,440 | 2,526 | 0.02% | 0.03% | 371 | -2,794 | -7.93% | Q4 2025 | Feb 13, 2026 |
| Matisse Capital | History | No change | 32,186 | 2,506 | 1.12% | 1.13% | 372 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 32,176 | 2,505 | 0.03% | 0.02% | 373 | +5,751 | 21.76% | Q4 2025 | Feb 13, 2026 |
| Retirement Wealth Solutions LLC | History | Added to | 31,727 | 2,470 | 1.56% | 1.61% | 374 | +433 | 1.38% | Q4 2025 | Jan 07, 2026 |
| TSA Wealth Managment LLC | History | Reduced | 31,613 | 2,462 | 0.82% | 0.85% | 375 | -451 | -1.41% | Q4 2025 | Jan 22, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Reduced | 31,488 | 2,452 | 0.08% | 0.09% | 376 | -1,755 | -5.28% | Q4 2025 | Feb 13, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 30,988 | 2,413 | 0.14% | 0.14% | 377 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 30,872 | 2,404 | 0.11% | 0.13% | 378 | -3,726 | -10.77% | Q4 2025 | Feb 13, 2026 |
| Physician Wealth Solutions Inc. | History | Reduced | 30,547 | 2,378 | 1.01% | 1.06% | 379 | -579 | -1.86% | Q4 2025 | Jan 12, 2026 |
| Revisor Wealth Management LLC | History | Reduced | 30,303 | 2,352 | 0.63% | 0.86% | 380 | -1,865 | -5.8% | Q4 2025 | Jan 27, 2026 |
| Patten Group, Inc. | History | Added to | 30,156 | 2,348 | 0.43% | 0.42% | 381 | +2,446 | 8.83% | Q4 2025 | Jan 23, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | Reduced | 29,533 | 2,300 | 0.26% | 0.29% | 382 | -1,611 | -5.17% | Q4 2025 | Jan 14, 2026 |
| NBC SECURITIES, INC. | History | Added to | 29,309 | 2,282 | 0.17% | 0.16% | 383 | +3,058 | 11.65% | Q4 2025 | Jan 29, 2026 |
| Compass Financial Group, Inc. | History | Added to | 29,078 | 2,264 | 1.0% | 0.95% | 384 | +1,896 | 6.98% | Q4 2025 | Feb 05, 2026 |
| Larson Financial Group LLC | History | Reduced | 28,948 | 2,254 | 0.07% | 0.1% | 385 | -6,019 | -17.21% | Q4 2025 | Feb 06, 2026 |
| Provident Wealth Management, LLC | History | Reduced | 28,335 | 2,206 | 0.65% | 0.68% | 386 | -435 | -1.51% | Q4 2025 | Jan 28, 2026 |
| Beaird Harris Wealth Management, LLC | History | Added to | 28,147 | 2,192 | 0.15% | 0.15% | 387 | +1,804 | 6.85% | Q4 2025 | Feb 23, 2026 |
| Savvy Advisors, Inc. | History | Added to | 28,008 | 2,181 | 0.07% | 0.1% | 388 | +947 | 3.5% | Q4 2025 | Jan 20, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 27,860 | 2,169 | 0.01% | 0.01% | 389 | -636 | -2.23% | Q4 2025 | Feb 13, 2026 |
| Per Stirling Capital Management, LLC. | History | Added to | 27,793 | 2,164 | 0.24% | 0.24% | 390 | +2,135 | 8.32% | Q4 2025 | Feb 17, 2026 |
| Ballentine Partners, LLC | History | Added to | 26,484 | 2,062 | 0.03% | 0.03% | 391 | +89 | 0.34% | Q4 2025 | Feb 03, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 26,449 | 2,060 | 0.23% | 0.23% | 392 | +200 | 0.76% | Q4 2025 | Jan 21, 2026 |
| Breakwater Capital Group | History | Added to | 26,405 | 2,056 | 0.29% | 0.3% | 393 | +63 | 0.24% | Q4 2025 | Jan 09, 2026 |
| Amicus Financial Advisors, LLC | History | New | 26,141 | 2,035 | 0.57% | — | 394 | +26,141 | New | Q4 2025 | Mar 02, 2026 |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC | History | Added to | 26,081 | 2,031 | 1.35% | 1.35% | 395 | +508 | 1.99% | Q4 2025 | Jan 09, 2026 |
| BOSTON FAMILY OFFICE LLC | History | Reduced | 25,945 | 2,021 | 0.13% | 0.13% | 396 | -623 | -2.34% | Q4 2025 | Feb 13, 2026 |
| FIRST HORIZON CORP | History | Added to | 25,436 | 1,980 | 0.09% | 0.07% | 397 | +6,599 | 35.03% | Q4 2025 | Jan 27, 2026 |
| Strategic Investment Advisors / MI | History | Reduced | 25,081 | 1,953 | 0.17% | 0.18% | 398 | -349 | -1.37% | Q4 2025 | Feb 17, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 25,091 | 1,951 | 0.06% | 0.07% | 399 | +128 | 0.51% | Q4 2025 | Jan 23, 2026 |
| MOTCO | History | Added to | 24,946 | 1,942 | 0.18% | 0.17% | 400 | +691 | 2.85% | Q4 2025 | Feb 06, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 24,731 | 1,927 | 0.02% | 0.02% | 401 | +4,747 | 23.75% | Q4 2025 | Feb 02, 2026 |
| UPTICK PARTNERS, LLC | History | Added to | 24,737 | 1,926 | 0.41% | 0.19% | 402 | +15,485 | 167.37% | Q4 2025 | Feb 02, 2026 |
| EJMK Ventures LLC | History | New | 24,642 | 1,919 | 1.18% | — | 403 | +24,642 | New | Q4 2025 | Mar 03, 2026 |
| BLB&B Advisors, LLC | History | Reduced | 24,414 | 1,901 | 0.08% | 0.1% | 404 | -3,913 | -13.81% | Q4 2025 | Jan 26, 2026 |
| DOPKINS WEALTH MANAGEMENT, LLC | History | Reduced | 24,354 | 1,896 | 0.77% | 0.86% | 405 | -1,834 | -7.0% | Q4 2025 | Jan 09, 2026 |
| Atlatl Advisers LLC | History | Added to | 23,976 | 1,867 | 0.72% | 0.69% | 406 | +1,861 | 8.42% | Q4 2025 | Feb 09, 2026 |
| Kuhn & Co Investment Counsel | History | Added to | 23,913 | 1,862 | 1.24% | 1.3% | 407 | +2,932 | 13.97% | Q4 2025 | Feb 09, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 23,672 | 1,843 | 0.09% | 0.07% | 408 | +3,865 | 19.51% | Q4 2025 | Jan 20, 2026 |
| Parallel Advisors, LLC | History | Added to | 23,598 | 1,837 | 0.03% | 0.03% | 409 | +704 | 3.08% | Q4 2025 | Feb 11, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 23,511 | 1,831 | 0.08% | 0.09% | 410 | -2,253 | -8.74% | Q4 2025 | Feb 17, 2026 |
| PCM Encore, LLC | History | New | 23,246 | 1,810 | 0.39% | — | 412 | +23,246 | New | Q4 2025 | Feb 13, 2026 |
| Pillar Financial Advisors, LLC | History | Reduced | 23,247 | 1,810 | 1.09% | 1.15% | 411 | -183 | -0.78% | Q4 2025 | Feb 02, 2026 |
| INVENIO WEALTH PARTNERS LLC | History | Reduced | 23,005 | 1,791 | 0.67% | 0.66% | 413 | -280 | -1.2% | Q4 2025 | Feb 13, 2026 |
| Capital Investment Services of America, Inc. | History | Reduced | 22,965 | 1,788 | 0.17% | 0.18% | 414 | -2,350 | -9.28% | Q4 2025 | Jan 29, 2026 |
| UNITED BANK | History | No change | 22,249 | 1,732 | 0.23% | 0.21% | 415 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Wheelhouse Advisory Group LLC | History | Added to | 22,133 | 1,728 | 0.66% | 0.46% | 416 | +8,523 | 62.62% | Q4 2025 | Jan 29, 2026 |
| HT Partners LLC | History | Added to | 21,970 | 1,711 | 0.51% | 0.52% | 417 | +182 | 0.84% | Q4 2025 | Jan 21, 2026 |
| FIRST COMMUNITY TRUST NA | History | Added to | 21,534 | 1,677 | 1.25% | 0.02% | 418 | +21,144 | 5421.54% | Q4 2025 | Jan 16, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | Reduced | 21,444 | 1,670 | 0.54% | 0.28% | 419 | -270 | -1.24% | Q4 2025 | Jan 27, 2026 |
| Abacus Wealth Partners, LLC | History | Added to | 21,349 | 1,662 | 0.16% | 0.23% | 420 | +738 | 3.58% | Q4 2025 | Feb 05, 2026 |
| CGC Financial Services, LLC | History | Added to | 20,976 | 1,633 | 0.44% | 0.34% | 421 | +4,964 | 31.0% | Q4 2025 | Feb 03, 2026 |
| Life Planning Partners, Inc | History | Reduced | 20,904 | 1,627 | 1.25% | 1.23% | 422 | -672 | -3.11% | Q4 2025 | Jan 16, 2026 |
| Kampmann Melissa S. | History | Added to | 20,254 | 1,574 | 1.16% | 1.12% | 423 | +500 | 2.53% | Q4 2025 | Jan 26, 2026 |
| Ballast Rock Private Wealth LLC | History | New | 20,164 | 1,570 | 0.98% | — | 424 | +20,164 | New | Q4 2025 | Feb 04, 2026 |
| Global Wealth Management Investment Advisory, Inc. | History | Added to | 20,103 | 1,565 | 0.25% | 0.26% | 425 | +298 | 1.5% | Q4 2025 | Feb 04, 2026 |
| Calder Financial LLC | History | New | 20,022 | 1,559 | 1.53% | — | 426 | +20,022 | New | Q4 2025 | Jan 23, 2026 |
| Truvestments Capital LLC | History | Reduced | 19,959 | 1,554 | 0.28% | 0.29% | 427 | -397 | -1.95% | Q4 2025 | Feb 13, 2026 |
| Werba Rubin Papier Wealth Management | History | Added to | 19,626 | 1,528 | 0.41% | 0.21% | 429 | +2,618 | 15.39% | Q4 2025 | Jan 27, 2026 |
| CGN Advisors LLC | History | Added to | 19,624 | 1,528 | 0.12% | 0.12% | 428 | +338 | 1.75% | Q4 2025 | Jan 05, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 19,513 | 1,519 | 0.05% | 0.05% | 430 | -128 | -0.65% | Q4 2025 | Feb 13, 2026 |
| Arkadios Wealth Advisors | History | Added to | 19,429 | 1,513 | 0.03% | 0.03% | 431 | +1,567 | 8.77% | Q4 2025 | Feb 13, 2026 |
| Greenline Wealth Management LLC | History | New | 19,289 | 1,502 | 1.55% | — | 432 | +19,289 | New | Q4 2025 | Feb 13, 2026 |
| Shade Tree Advisors LLC | History | No change | 19,256 | 1,499 | 1.14% | 1.3% | 433 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| BAM Wealth Management, LLC | History | Reduced | 18,965 | 1,476 | 1.07% | 1.15% | 434 | -35 | -0.18% | Q4 2025 | Jan 20, 2026 |
| Busey Bank | History | Added to | 18,685 | 1,455 | 0.04% | 0.04% | 435 | +700 | 3.89% | Q4 2025 | Jan 27, 2026 |
| Mengis Capital Management, Inc. | History | Reduced | 18,604 | 1,448 | 0.26% | 0.3% | 436 | -1,029 | -5.24% | Q4 2025 | Mar 05, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 18,341 | 1,428 | 0.02% | 0.02% | 437 | +4,096 | 28.75% | Q4 2025 | Jan 30, 2026 |
| Tranquilli Financial Advisor LLC | History | Reduced | 18,287 | 1,424 | 0.83% | 1.32% | 438 | -10,235 | -35.88% | Q4 2025 | Jan 27, 2026 |
| Partners in Financial Planning | History | Added to | 18,101 | 1,409 | 0.24% | 0.24% | 439 | +67 | 0.37% | Q4 2025 | Feb 02, 2026 |
| Evanson Asset Management, LLC | History | Added to | 18,054 | 1,406 | 0.08% | 0.03% | 440 | +10,950 | 154.14% | Q4 2025 | Jan 12, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Added to | 17,932 | 1,396 | 0.38% | 0.11% | 441 | +14,628 | 442.74% | Q4 2025 | Feb 09, 2026 |
| Focus Financial Network, Inc. | History | Added to | 17,706 | 1,378 | 0.05% | 0.02% | 442 | +11,229 | 173.37% | Q4 2025 | Jan 12, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 17,645 | 1,374 | 0.02% | 0.02% | 443 | -612 | -3.35% | Q4 2025 | Feb 09, 2026 |
| Plum Street Advisors, LLC | History | Reduced | 17,653 | 1,374 | 0.49% | 0.54% | 444 | -287 | -1.6% | Q4 2025 | Feb 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 17,480 | 1,361 | 0.07% | 0.08% | 445 | +55 | 0.32% | Q4 2025 | Feb 10, 2026 |
| HERITAGE INVESTORS MANAGEMENT CORP | History | Added to | 17,443 | 1,358 | 0.04% | 0.04% | 446 | +439 | 2.58% | Q4 2025 | Feb 06, 2026 |
| Kennebec Savings Bank | History | Added to | 17,429 | 1,357 | 1.17% | 0.15% | 447 | +15,274 | 708.77% | Q4 2025 | Jan 22, 2026 |
| REGIONS FINANCIAL CORP | History | New | 17,313 | 1,348 | 0.01% | — | 448 | +17,313 | New | Q4 2025 | Jan 27, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 17,304 | 1,347 | 0.12% | 0.1% | 449 | +2,196 | 14.54% | Q4 2025 | Jan 26, 2026 |
| Bank of Jackson Hole Trust | History | Added to | 17,196 | 1,339 | 0.64% | 0.6% | 450 | +1,887 | 12.33% | Q4 2025 | Feb 12, 2026 |
| Edgestream Partners, L.P. | History | Reduced | 16,959 | 1,320 | 0.04% | 0.06% | 451 | -7,849 | -31.64% | Q4 2025 | Feb 13, 2026 |
| Ascent Group, LLC | History | Reduced | 16,909 | 1,316 | 0.04% | 0.05% | 452 | -2,351 | -12.21% | Q4 2025 | Jan 20, 2026 |
| GC Wealth Management RIA, LLC | History | New | 16,863 | 1,313 | 0.05% | — | 453 | +16,863 | New | Q4 2025 | Jan 30, 2026 |
| M3 Wealth Management, LLC | History | New | 16,811 | 1,309 | 1.04% | — | 455 | +16,811 | New | Q4 2025 | Feb 09, 2026 |
| Northstar Financial Companies, Inc. | History | Added to | 16,811 | 1,309 | 1.04% | 0.49% | 454 | +10,058 | 148.94% | Q4 2025 | Feb 09, 2026 |
| Livet Wealth, LLC | History | New | 16,765 | 1,305 | 0.8% | — | 457 | +16,765 | New | Q4 2025 | Feb 13, 2026 |
| Eagle Strategies LLC | History | Reduced | 16,762 | 1,305 | 0.17% | 0.19% | 456 | -1,213 | -6.75% | Q4 2025 | Jan 23, 2026 |
| NBT BANK N A /NY | History | Added to | 16,700 | 1,304 | 0.08% | 0.08% | 458 | +1,327 | 8.63% | Q4 2025 | Jan 23, 2026 |
| SPRING CAPITAL MANAGEMENT, LLC | History | Added to | 16,733 | 1,303 | 0.66% | 0.63% | 459 | +209 | 1.26% | Q4 2025 | Jan 13, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 16,508 | 1,285 | 0.0% | 0.0% | 460 | +1,826 | 12.44% | Q4 2025 | Feb 10, 2026 |
| Frank, Rimerman Advisors LLC | History | No change | 16,379 | 1,275 | 0.08% | 0.08% | 461 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Caldwell Trust Co | History | No change | 16,310 | 1,270 | 0.11% | 0.12% | 462 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Vista Cima Wealth Management LLC | History | Added to | 16,257 | 1,266 | 1.06% | 1.06% | 463 | +12 | 0.07% | Q4 2025 | Feb 11, 2026 |
| Nalls Sherbakoff Group, LLC | History | Reduced | 16,218 | 1,263 | 0.91% | 0.99% | 464 | -2,659 | -14.09% | Q4 2025 | Mar 12, 2026 |
| FinDec Wealth Services, Inc. | History | Added to | 16,071 | 1,251 | 1.34% | 1.3% | 465 | +40 | 0.25% | Q4 2025 | Feb 09, 2026 |
| HEADINVEST, LLC | History | Reduced | 15,998 | 1,245 | 0.25% | 0.27% | 466 | -550 | -3.32% | Q4 2025 | Feb 02, 2026 |
| Hershey Financial Advisers, LLC | History | Reduced | 15,746 | 1,226 | 1.04% | 1.22% | 467 | -2,474 | -13.58% | Q4 2025 | Feb 18, 2026 |
| Legacy Wealth Partners, LLC | History | New | 15,608 | 1,215 | 0.31% | — | 468 | +15,608 | New | Q4 2025 | Feb 17, 2026 |
| ANDERSON HOAGLAND & CO | History | No change | 15,496 | 1,206 | 0.1% | 0.11% | 469 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Argent Trust Co | History | New | 15,394 | 1,198 | 0.04% | — | 470 | +15,394 | New | Q4 2025 | Feb 10, 2026 |
| CALTON & ASSOCIATES, INC. | History | Added to | 15,322 | 1,193 | 0.18% | 0.16% | 471 | +1,540 | 11.17% | Q4 2025 | Feb 10, 2026 |
| Global Retirement Partners, LLC | History | Added to | 15,312 | 1,192 | 0.02% | 0.02% | 472 | +1,497 | 10.84% | Q4 2025 | Feb 06, 2026 |
| Lighthouse Wealth Management Inc. | History | Reduced | 15,274 | 1,189 | 0.81% | 0.99% | 473 | -319 | -2.05% | Q4 2025 | Jan 15, 2026 |
| CHOREO, LLC | History | Reduced | 15,134 | 1,181 | 0.02% | 0.02% | 474 | -161 | -1.05% | Q4 2025 | Jan 23, 2026 |
| Covenant Asset Management, LLC | History | New | 15,113 | 1,177 | 0.14% | — | 475 | +15,113 | New | Q4 2025 | Jan 30, 2026 |
| ASSETMARK, INC | History | Added to | 15,101 | 1,176 | 0.0% | 0.0% | 476 | +9,161 | 154.23% | Q4 2025 | Jan 23, 2026 |
| Pearl Planning LLC | History | New | 15,069 | 1,173 | 0.72% | — | 477 | +15,069 | New | Q4 2025 | Feb 03, 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | Added to | 15,036 | 1,171 | 0.43% | 0.39% | 478 | +3,431 | 29.56% | Q4 2025 | Feb 12, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 15,026 | 1,170 | 0.02% | 0.02% | 479 | +1,752 | 13.2% | Q4 2025 | Feb 10, 2026 |
| Donalies Financial Planning, LLC | History | New | 15,011 | 1,169 | 1.0% | — | 480 | +15,011 | New | Q4 2025 | Feb 17, 2026 |
| FAGAN ASSOCIATES, INC. | History | Reduced | 14,964 | 1,165 | 0.16% | 0.16% | 481 | -61 | -0.41% | Q4 2025 | Jan 30, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Reduced | 14,887 | 1,159 | 0.13% | 0.14% | 482 | -694 | -4.45% | Q4 2025 | Jan 20, 2026 |
| TCI Wealth Advisors, Inc. | History | Added to | 14,877 | 1,158 | 0.06% | 0.05% | 483 | +3,071 | 26.01% | Q4 2025 | Feb 02, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 14,836 | 1,155 | 0.04% | 0.04% | 484 | +418 | 2.9% | Q4 2025 | Feb 02, 2026 |
| Asset Allocation & Management Company, LLC | History | New | 14,760 | 1,150 | 0.46% | — | 485 | +14,760 | New | Q4 2025 | Jan 12, 2026 |
| United Financial Planning Group LLC | History | New | 14,672 | 1,142 | 0.69% | — | 486 | +14,672 | New | Q4 2025 | Feb 11, 2026 |
| Excelsior Advisor Network LLC | History | New | 14,569 | 1,134 | 0.55% | — | 487 | +14,569 | New | Q4 2025 | Feb 13, 2026 |
| SHEPHERD KAPLAN KROCHUK, LLC | History | Added to | 14,519 | 1,130 | 0.93% | 0.72% | 488 | +3,349 | 29.98% | Q4 2025 | Feb 13, 2026 |
| MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC | History | No change | 14,110 | 1,098 | 0.18% | 0.17% | 489 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | New | 13,991 | 1,089 | 0.18% | — | 490 | +13,991 | New | Q4 2025 | Feb 12, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | Reduced | 13,925 | 1,084 | 0.34% | 0.39% | 491 | -1,371 | -8.96% | Q4 2025 | Feb 03, 2026 |
| F/m Investments LLC | History | Added to | 13,927 | 1,084 | 0.04% | 0.04% | 492 | +596 | 4.47% | Q4 2025 | Feb 03, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 13,853 | 1,078 | 0.07% | 0.08% | 493 | +189 | 1.38% | Q4 2025 | Feb 03, 2026 |
| Seros Financial, LLC | History | New | 13,636 | 1,061 | 0.62% | — | 494 | +13,636 | New | Q4 2025 | Feb 06, 2026 |
| Kovack Advisors, Inc. | History | Added to | 13,569 | 1,056 | 0.05% | 0.08% | 495 | +2,620 | 23.93% | Q4 2025 | Feb 17, 2026 |
| EAGLE GLOBAL ADVISORS LLC | History | Added to | 13,535 | 1,054 | 0.04% | 0.03% | 496 | +4,085 | 43.23% | Q4 2025 | Jan 28, 2026 |
| ATLANTIC FAMILY WEALTH, LLC | History | Added to | 13,504 | 1,051 | 0.79% | 0.71% | 498 | +1,677 | 14.18% | Q4 2025 | Feb 12, 2026 |
| TRUST CO OF VERMONT | History | Reduced | 13,503 | 1,051 | 0.04% | 0.05% | 497 | -578 | -4.1% | Q4 2025 | Jan 16, 2026 |
| Synergy Asset Management, LLC | History | Reduced | 13,487 | 1,050 | 0.11% | 0.12% | 499 | -30,191 | -69.12% | Q4 2025 | Jan 13, 2026 |
| Security Financial Services, INC. | History | Added to | 13,476 | 1,049 | 0.16% | 0.16% | 500 | +750 | 5.89% | Q4 2025 | Jan 27, 2026 |
| IFP Advisors, Inc | History | Added to | 13,325 | 1,037 | 0.02% | 0.03% | 501 | +657 | 5.19% | Q4 2025 | Feb 06, 2026 |
| Verdence Capital Advisors LLC | History | Added to | 13,315 | 1,036 | 0.06% | 0.06% | 502 | +1,189 | 9.81% | Q4 2025 | Jan 29, 2026 |
| First County Bank /CT/ | History | Added to | 13,279 | 1,034 | 0.54% | 0.48% | 503 | +1,323 | 11.07% | Q4 2025 | Jan 14, 2026 |
| CENTRAL TRUST Co | History | Reduced | 13,128 | 1,022 | 0.02% | 0.03% | 504 | -2,243 | -14.59% | Q4 2025 | Feb 02, 2026 |
| Mascagni Wealth Management, Inc. | History | Reduced | 13,050 | 1,016 | 0.76% | 0.79% | 505 | -56 | -0.43% | Q4 2025 | Feb 11, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | Added to | 12,897 | 1,004 | 0.0% | 0.0% | 506 | +800 | 6.61% | Q4 2025 | Feb 09, 2026 |
| Mayflower Financial Advisors, LLC | History | Reduced | 12,889 | 1,003 | 0.12% | 0.14% | 507 | -1,052 | -7.55% | Q4 2025 | Jan 13, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 12,878 | 1,002 | 0.06% | 0.07% | 508 | -316 | -2.4% | Q4 2025 | Feb 03, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 12,833 | 999 | 0.06% | 0.06% | 510 | -1,053 | -7.58% | Q4 2025 | Feb 17, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 12,838 | 999 | 0.0% | 0.0% | 509 | -200 | -1.53% | Q4 2025 | Feb 17, 2026 |
| EASTERLY INVESTMENT PARTNERS LLC | History | Reduced | 12,816 | 998 | 0.06% | 0.07% | 511 | -380 | -2.88% | Q4 2025 | Feb 10, 2026 |
| Five Pine Wealth Management | History | Added to | 12,752 | 993 | 0.64% | 0.61% | 512 | +886 | 7.47% | Q4 2025 | Jan 21, 2026 |
| Connecticut Wealth Management, LLC | History | Reduced | 12,646 | 984 | 0.04% | 0.05% | 513 | -3,228 | -20.34% | Q4 2025 | Feb 12, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 12,553 | 977 | 0.01% | 0.01% | 514 | +989 | 8.55% | Q4 2025 | Feb 02, 2026 |
| Estate Counselors, LLC | History | Reduced | 12,500 | 973 | 0.08% | 0.09% | 515 | -1,210 | -8.83% | Q4 2025 | Feb 02, 2026 |
| Courage Miller Partners, LLC | History | Reduced | 12,235 | 952 | 0.29% | 0.29% | 516 | -21 | -0.17% | Q4 2025 | Jan 26, 2026 |
| RFG Advisory, LLC | History | Added to | 11,960 | 931 | 0.02% | 0.01% | 517 | +5,245 | 78.11% | Q4 2025 | Feb 03, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 11,798 | 920 | 0.04% | 0.03% | 518 | +4,273 | 56.78% | Q4 2025 | Feb 03, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 11,792 | 918 | 0.05% | 0.05% | 519 | -26 | -0.22% | Q4 2025 | Mar 04, 2026 |
| Successful Portfolios LLC | History | Added to | 11,637 | 907 | 0.46% | 0.44% | 520 | +2,073 | 21.68% | Q4 2025 | Jan 23, 2026 |
| InvesTrust | History | Reduced | 11,586 | 902 | 0.35% | 0.33% | 521 | -74 | -0.63% | Q4 2025 | Jan 14, 2026 |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | History | Reduced | 11,570 | 901 | 0.14% | 0.17% | 522 | -2,478 | -17.64% | Q4 2025 | Jan 23, 2026 |
| Kondo Wealth Advisors, Inc. | History | Reduced | 11,580 | 901 | 0.34% | 0.4% | 523 | -1,144 | -8.99% | Q4 2025 | Jan 30, 2026 |
| Opus Financial Solutions LLC | History | New | 11,566 | 900 | 0.85% | — | 525 | +11,566 | New | Q4 2025 | Feb 17, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | New | 11,535 | 900 | 0.03% | — | 524 | +11,535 | New | Q4 2025 | Feb 13, 2026 |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | History | No change | 11,486 | 894 | 0.01% | 0.01% | 526 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Carmel Capital Partners, LLC | History | Reduced | 11,470 | 893 | 0.31% | 0.38% | 527 | -169 | -1.45% | Q4 2025 | Jan 29, 2026 |
| LifePlan Investment Advisors, Inc. | History | Added to | 11,377 | 886 | 0.36% | 0.33% | 528 | +1,157 | 11.32% | Q4 2025 | Feb 09, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | Added to | 11,333 | 882 | 0.03% | 0.02% | 529 | +1,013 | 9.82% | Q4 2025 | Feb 13, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 11,267 | 877 | 0.03% | 0.05% | 530 | -4,467 | -28.39% | Q4 2025 | Feb 04, 2026 |
| WoodTrust Financial Corp | History | Added to | 11,236 | 875 | 0.1% | 0.08% | 531 | +3,000 | 36.43% | Q4 2025 | Jan 30, 2026 |
| Bleakley Financial Group, LLC | History | Reduced | 11,180 | 870 | 0.02% | 0.02% | 532 | -204 | -1.79% | Q4 2025 | Feb 09, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 11,117 | 865 | 0.01% | 0.01% | 533 | +2,702 | 32.11% | Q4 2025 | Feb 12, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Added to | 11,118 | 865 | 0.01% | 0.01% | 534 | +41 | 0.37% | Q4 2025 | Feb 12, 2026 |
| Advisory Alpha, LLC | History | Reduced | 10,964 | 853 | 0.02% | 0.03% | 535 | -1,019 | -8.5% | Q4 2025 | Feb 06, 2026 |
| WELCH & FORBES LLC | History | Added to | 10,933 | 851 | 0.01% | 0.01% | 536 | +95 | 0.88% | Q4 2025 | Feb 10, 2026 |
| Shelter Mutual Insurance Co | History | No change | 10,900 | 848 | 0.19% | 0.19% | 537 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| FAMILY WEALTH PARTNERS, LLC | History | Added to | 10,806 | 841 | 0.3% | 0.31% | 538 | +84 | 0.78% | Q4 2025 | Jan 14, 2026 |
| CFS Investment Advisory Services, LLC | History | Reduced | 10,736 | 836 | 0.06% | 0.06% | 539 | -353 | -3.18% | Q4 2025 | Feb 10, 2026 |
| Signal Advisors Wealth, LLC | History | Reduced | 10,732 | 835 | 0.07% | 0.09% | 540 | -1,347 | -11.15% | Q4 2025 | Jan 13, 2026 |
| Asset Allocation Strategies LLC | History | Reduced | 10,524 | 819 | 0.15% | 0.21% | 541 | -3,127 | -22.91% | Q4 2025 | Feb 13, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 10,411 | 810 | 0.01% | 0.01% | 542 | +4,061 | 63.95% | Q4 2025 | Jan 20, 2026 |
| GUIDANCE CAPITAL, INC | History | Added to | 10,355 | 804 | 0.2% | 0.21% | 543 | +302 | 3.0% | Q4 2025 | Jan 23, 2026 |
| Compound Planning, Inc. | History | Added to | 10,298 | 801 | 0.02% | 0.02% | 544 | +573 | 5.89% | Q4 2025 | Feb 19, 2026 |
| M Holdings Securities, Inc. | History | New | 10,271 | 800 | 0.06% | — | 545 | +10,271 | New | Q4 2025 | Feb 11, 2026 |
| Outlook Wealth Advisors, LLC | History | No change | 10,280 | 800 | 0.18% | 0.2% | 546 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| SageView Advisory Group, LLC | History | Added to | 10,198 | 794 | 0.03% | 0.03% | 547 | +91 | 0.9% | Q4 2025 | Feb 17, 2026 |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | History | Reduced | 10,192 | 793 | 0.23% | 0.24% | 548 | -2 | -0.02% | Q4 2025 | Jan 08, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 10,119 | 788 | 0.0% | 0.0% | 549 | -4,342 | -30.03% | Q4 2025 | Feb 17, 2026 |
| Zuckerman Investment Group, LLC | History | Added to | 10,125 | 788 | 0.07% | 0.07% | 550 | +156 | 1.56% | Q4 2025 | Feb 13, 2026 |
| PACIFIC FINANCIAL GROUP INC | History | Reduced | 10,105 | 786 | 0.44% | 0.69% | 551 | -1,834 | -15.36% | Q4 2025 | Feb 17, 2026 |
| Invesco Ltd. | History | Reduced | 10,073 | 784 | 0.0% | 0.0% | 552 | -697 | -6.47% | Q4 2025 | Feb 19, 2026 |
| GWN SECURITIES INC. | History | Added to | 10,021 | 780 | 0.16% | 0.17% | 553 | +894 | 9.8% | Q4 2025 | Feb 11, 2026 |
| Golden State Equity Partners | History | New | 10,002 | 778 | 0.13% | — | 555 | +10,002 | New | Q4 2025 | Jan 29, 2026 |
| Cadent Capital Advisors, LLC | History | Reduced | 10,002 | 778 | 0.2% | 0.25% | 554 | -2,077 | -17.2% | Q4 2025 | Jan 13, 2026 |
| WealthCare Investment Partners, LLC | History | Added to | 9,908 | 771 | 0.22% | 0.24% | 556 | +266 | 2.76% | Q4 2025 | Jan 06, 2026 |
| Dakota Community Bank & Trust NA | History | Added to | 9,892 | 770 | 2.64% | 0.67% | 558 | +7,695 | 350.25% | Q4 2025 | Jan 26, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 9,896 | 770 | 0.0% | 0.0% | 557 | -2,813 | -22.13% | Q4 2025 | Feb 17, 2026 |
| Platform Technology Partners | History | Reduced | 9,845 | 766 | 0.16% | 0.2% | 559 | -923 | -8.57% | Q4 2025 | Feb 13, 2026 |
| LCW Services, LLC | History | New | 9,799 | 763 | 0.41% | — | 561 | +9,799 | New | Q4 2025 | Feb 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 9,802 | 763 | 0.0% | 0.0% | 560 | +1,119 | 12.89% | Q4 2025 | Feb 12, 2026 |
| Powers Advisory Group, LLC | History | Added to | 9,796 | 762 | 0.29% | 0.3% | 562 | +67 | 0.69% | Q4 2025 | Jan 22, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 9,784 | 761 | 0.0% | 2.4% | 563 | +3,153 | 47.55% | Q4 2025 | Feb 17, 2026 |
| Brio Consultants, LLC | History | Added to | 9,781 | 761 | 0.1% | 0.1% | 564 | +8 | 0.08% | Q4 2025 | Feb 04, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | No change | 9,673 | 753 | 0.0% | 0.0% | 565 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Pinnacle Bancorp, Inc. | History | Added to | 9,661 | 752 | 0.22% | 0.16% | 566 | +2,693 | 38.65% | Q4 2025 | Jan 22, 2026 |
| Private Wealth Group, LLC | History | No change | 9,597 | 747 | 0.36% | 0.37% | 567 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Maxele Advisors, LLC | History | Added to | 9,489 | 739 | 0.6% | 0.5% | 568 | +2,130 | 28.94% | Q4 2025 | Feb 05, 2026 |
| Keudell/Morrison Wealth Management | History | New | 9,483 | 738 | 0.16% | — | 569 | +9,483 | New | Q4 2025 | Feb 06, 2026 |
| Adelphi Trust Co | History | New | 9,383 | 730 | 0.6% | — | 570 | +9,383 | New | Q4 2025 | Jan 26, 2026 |
| Thrive Capital Management, LLC | History | Added to | 9,273 | 722 | 0.16% | 0.12% | 571 | +3,238 | 53.65% | Q4 2025 | Feb 09, 2026 |
| Members Trust Co | History | No change | 9,250 | 720 | 0.02% | 0.02% | 572 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | History | No change | 9,186 | 715 | 0.35% | 0.39% | 573 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | Added to | 9,051 | 704 | 0.13% | 0.1% | 574 | +329 | 3.77% | Q4 2025 | Feb 02, 2026 |
| Prospera Capital Management, LLC | History | Added to | 9,050 | 704 | 0.36% | 0.34% | 575 | +123 | 1.38% | Q4 2025 | Jan 20, 2026 |
| Net Worth Advisory Group | History | New | 9,013 | 701 | 0.14% | — | 576 | +9,013 | New | Q4 2025 | Jan 14, 2026 |
| Professional Financial Advisors, LLC | History | Added to | 8,951 | 697 | 0.14% | 0.15% | 577 | +94 | 1.06% | Q4 2025 | Jan 15, 2026 |
| Aprio Wealth Management, LLC | History | New | 8,937 | 696 | 0.04% | — | 578 | +8,937 | New | Q4 2025 | Jan 29, 2026 |
| FourThought Financial Partners, LLC | History | Reduced | 8,942 | 696 | 0.06% | 0.11% | 579 | -6,772 | -43.1% | Q4 2025 | Feb 06, 2026 |
| Arete Wealth Advisors, LLC | History | Added to | 8,799 | 685 | 0.04% | 0.04% | 580 | +876 | 11.06% | Q4 2025 | Feb 13, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Reduced | 8,779 | 683 | 0.03% | 0.03% | 581 | -11 | -0.13% | Q4 2025 | Feb 09, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 8,618 | 671 | 0.03% | 0.05% | 582 | -1,000 | -10.4% | Q4 2025 | Jan 28, 2026 |
| SONATA CAPITAL GROUP INC | History | Added to | 8,546 | 665 | 0.24% | 0.24% | 583 | +375 | 4.59% | Q4 2025 | Jan 26, 2026 |
| ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC | History | Added to | 8,534 | 664 | 0.19% | 0.19% | 584 | +56 | 0.66% | Q4 2025 | Feb 11, 2026 |
| Prestige Wealth Management Group LLC | History | Added to | 8,462 | 659 | 0.13% | 0.06% | 585 | +4,699 | 124.87% | Q4 2025 | Feb 11, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 8,347 | 650 | 0.04% | 0.04% | 586 | +621 | 8.04% | Q4 2025 | Feb 06, 2026 |
| One Wealth Advisors, LLC | History | Reduced | 8,330 | 648 | 0.08% | 0.08% | 587 | -78 | -0.93% | Q4 2025 | Feb 02, 2026 |
| Global Financial Private Client, LLC | History | Reduced | 8,250 | 642 | 0.23% | 0.23% | 588 | -5 | -0.06% | Q4 2025 | Jan 27, 2026 |
| Arlington Financial Advisors, LLC | History | Reduced | 8,243 | 641 | 0.09% | 0.1% | 589 | -63 | -0.76% | Q4 2025 | Jan 12, 2026 |
| KANAWHA CAPITAL MANAGEMENT LLC | History | Added to | 8,227 | 640 | 0.04% | 0.04% | 590 | +347 | 4.4% | Q4 2025 | Jan 28, 2026 |
| Latko Wealth Management, Ltd. | History | Reduced | 8,095 | 630 | 0.31% | 0.33% | 591 | -247 | -2.96% | Q4 2025 | Feb 10, 2026 |
| SMITH, MOORE & CO. | History | Added to | 7,998 | 622 | 0.05% | 0.04% | 592 | +1,931 | 31.83% | Q4 2025 | Jan 23, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 7,965 | 620 | 0.01% | 0.01% | 593 | -217 | -2.65% | Q4 2025 | Feb 13, 2026 |
| Florida Trust Wealth Management Co | History | New | 7,908 | 615 | 0.02% | — | 594 | +7,908 | New | Q4 2025 | Jan 20, 2026 |
| DELTA FINANCIAL ADVISORS LLC | History | Added to | 7,795 | 607 | 0.16% | 0.07% | 595 | +4,675 | 149.84% | Q4 2025 | Feb 06, 2026 |
| UMB Bank, n.a. | History | Reduced | 7,762 | 604 | 0.01% | 0.01% | 596 | -1,075 | -12.16% | Q4 2025 | Feb 13, 2026 |
| Wealth Management Nebraska | History | Reduced | 7,738 | 602 | 0.07% | 0.07% | 597 | -241 | -3.02% | Q4 2025 | Jan 28, 2026 |
| McAdam, LLC | History | Added to | 7,692 | 599 | 0.03% | 0.03% | 598 | +728 | 10.45% | Q4 2025 | Feb 13, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 7,616 | 593 | 0.01% | 0.01% | 599 | -477 | -5.89% | Q4 2025 | Jan 14, 2026 |
| First Citizens Financial Corp | History | Reduced | 7,582 | 590 | 0.29% | 0.37% | 600 | -1,961 | -20.55% | Q4 2025 | Jan 06, 2026 |
| CWA Asset Management Group, LLC | History | Reduced | 7,560 | 588 | 0.02% | 0.02% | 601 | -225 | -2.89% | Q4 2025 | Jan 07, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 7,493 | 583 | 0.0% | 0.0% | 602 | -546 | -6.79% | Q4 2025 | Feb 03, 2026 |
| Bank of New Hampshire | History | New | 7,376 | 574 | 0.13% | — | 603 | +7,376 | New | Q4 2025 | Mar 16, 2026 |
| CHAPIN DAVIS, INC. | History | Added to | 7,249 | 564 | 0.13% | 0.1% | 604 | +2,069 | 39.94% | Q4 2025 | Jan 30, 2026 |
| WPG Advisers, LLC | History | Reduced | 7,078 | 551 | 0.41% | 0.5% | 605 | -1,211 | -14.61% | Q4 2025 | Jan 28, 2026 |
| Williams Jones Wealth Management, LLC. | History | Reduced | 7,066 | 550 | 0.01% | 0.01% | 606 | -2,750 | -28.02% | Q4 2025 | Feb 13, 2026 |
| Cypress Wealth Services, LLC | History | Added to | 7,056 | 549 | 0.08% | 0.09% | 607 | +97 | 1.39% | Q4 2025 | Jan 14, 2026 |
| Southland Equity Partners LLC | History | Added to | 6,957 | 541 | 0.11% | 0.11% | 608 | +114 | 1.67% | Q4 2025 | Jan 14, 2026 |
| SWP FINANCIAL LLC | History | Added to | 6,910 | 538 | 0.27% | 0.27% | 609 | +1 | 0.01% | Q4 2025 | Jan 16, 2026 |
| Austin Private Wealth, LLC | History | Reduced | 6,868 | 534 | 0.04% | 0.15% | 610 | -18,498 | -72.92% | Q4 2025 | Jan 20, 2026 |
| DBK Financial Counsel, LLC | History | Added to | 6,801 | 529 | 0.41% | 0.44% | 611 | +61 | 0.91% | Q4 2025 | Jan 26, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 6,684 | 520 | 0.01% | 0.07% | 612 | -24,700 | -78.7% | Q4 2025 | Jan 23, 2026 |
| Traveka Wealth, LLC | History | Reduced | 6,660 | 518 | 0.21% | 0.31% | 613 | -2,237 | -25.14% | Q4 2025 | Jan 08, 2026 |
| Peak Planning Group, LLC | History | New | 6,642 | 517 | 0.14% | — | 614 | +6,642 | New | Q4 2025 | Feb 13, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | New | 6,599 | 513 | 0.01% | — | 615 | +6,599 | New | Q4 2025 | Feb 09, 2026 |
| Allen Investment Management, LLC | History | No change | 6,549 | 510 | 0.01% | 0.01% | 616 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| VANCE WEALTH, LLC | History | Added to | 6,509 | 506 | 0.15% | 0.15% | 617 | +115 | 1.8% | Q4 2025 | Feb 17, 2026 |
| Breakwater Investment Management | History | No change | 6,501 | 506 | 0.18% | 0.19% | 618 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| BARRETT & COMPANY, INC. | History | Reduced | 6,465 | 503 | 0.17% | 0.17% | 619 | -28 | -0.43% | Q4 2025 | Jan 28, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Added to | 6,431 | 500 | 0.03% | 0.03% | 620 | +73 | 1.15% | Q4 2025 | Jan 15, 2026 |
| Facet Wealth, Inc. | History | New | 6,397 | 497 | 0.01% | — | 621 | +6,397 | New | Q4 2025 | Jan 29, 2026 |
| Bruce G. Allen Investments, LLC | History | Added to | 6,322 | 492 | 0.33% | 0.35% | 622 | +86 | 1.38% | Q4 2025 | Feb 10, 2026 |
| TD Capital Management LLC | History | Added to | 6,280 | 489 | 0.04% | 0.04% | 623 | +12 | 0.19% | Q4 2025 | Feb 26, 2026 |
| Legacy Trust | History | No change | 6,261 | 487 | 0.09% | 0.1% | 624 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Maia Wealth LLC | History | Reduced | 6,179 | 484 | 0.08% | 0.13% | 626 | -3,826 | -38.24% | Q4 2025 | Feb 17, 2026 |
| Petix & Botte Co | History | Added to | 6,216 | 484 | 0.11% | 0.11% | 625 | +17 | 0.27% | Q4 2025 | Feb 05, 2026 |
| BridgePort Financial Solutions, LLC | History | No change | 6,222 | 484 | 0.13% | 0.13% | 627 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Brookwood Investment Group LLC | History | Reduced | 6,069 | 472 | 0.06% | 0.07% | 629 | -872 | -12.56% | Q4 2025 | Jan 22, 2026 |
| Stanley-Laman Group, Ltd. | History | Added to | 5,642 | 472 | 0.06% | 0.07% | 628 | +34 | 0.61% | Q4 2025 | Jan 23, 2026 |
| WESBANCO BANK INC | History | Added to | 6,056 | 471 | 0.01% | 0.01% | 630 | +105 | 1.76% | Q4 2025 | Feb 03, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 6,025 | 469 | 0.01% | 0.01% | 631 | -11 | -0.18% | Q4 2025 | Feb 09, 2026 |
| Magnolia Private Wealth, LLC | History | No change | 6,000 | 467 | 0.33% | 0.34% | 632 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 5,992 | 466 | 0.05% | 0.06% | 633 | -482 | -7.45% | Q4 2025 | Feb 13, 2026 |
| Capital Advisors Wealth Management, LLC | History | Added to | 5,956 | 463 | 0.06% | 0.05% | 634 | +1,260 | 26.83% | Q4 2025 | Jan 21, 2026 |
| MOGY JOEL R INVESTMENT COUNSEL INC | History | No change | 5,900 | 459 | 0.02% | 0.03% | 635 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Townsend Financial Planning, LLC | History | New | 5,852 | 455 | 0.46% | — | 636 | +5,852 | New | Q4 2025 | Feb 17, 2026 |
| Allen Mooney & Barnes Investment Advisors LLC | History | Reduced | 5,813 | 452 | 0.07% | 0.07% | 637 | -321 | -5.23% | Q4 2025 | Jan 21, 2026 |
| Idaho Trust Co | History | Reduced | 5,780 | 450 | 0.15% | 0.18% | 638 | -1,097 | -15.95% | Q4 2025 | Feb 05, 2026 |
| Bluebird Wealth Management LLC | History | New | 5,758 | 448 | 0.42% | — | 639 | +5,758 | New | Q4 2025 | Feb 03, 2026 |
| RoundAngle Advisors LLC | History | Added to | 5,748 | 447 | 0.33% | 0.33% | 640 | +253 | 4.6% | Q4 2025 | Jan 12, 2026 |
| Hills Bank & Trust Co | History | Reduced | 5,702 | 444 | 0.03% | 0.03% | 641 | -83 | -1.43% | Q4 2025 | Feb 05, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 5,701 | 443 | 0.0% | 0.0% | 642 | -1,037 | -15.39% | Q4 2025 | Feb 09, 2026 |
| VestGen Investment Management | History | Reduced | 5,651 | 440 | 0.24% | 0.28% | 643 | -314 | -5.26% | Q4 2025 | Feb 18, 2026 |
| Swisher Financial Concepts, Inc. | History | Added to | 5,649 | 439 | 0.25% | 0.22% | 644 | +1,038 | 22.51% | Q4 2025 | Feb 10, 2026 |
| DEARBORN PARTNERS LLC | History | Reduced | 5,563 | 433 | 0.02% | 0.02% | 645 | -128 | -2.25% | Q4 2025 | Feb 11, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | Reduced | 5,525 | 430 | 0.07% | 0.11% | 646 | -2,880 | -34.27% | Q4 2025 | Jan 14, 2026 |
| TBH Global Asset Management, LLC | History | Added to | 5,527 | 430 | 0.07% | 0.08% | 647 | +450 | 8.86% | Q4 2025 | Jan 29, 2026 |
| Thomasville National Bank | History | No change | 5,500 | 428 | 0.03% | 0.03% | 648 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| SNS Financial Group, LLC | History | No change | 5,485 | 427 | 0.04% | 0.04% | 649 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| KPP Advisory Services LLC | History | Reduced | 5,482 | 426 | 0.06% | 0.07% | 650 | -273 | -4.74% | Q4 2025 | Feb 02, 2026 |
| Walkner Condon Financial Advisors LLC | History | New | 5,462 | 425 | 0.06% | — | 651 | +5,462 | New | Q4 2025 | Jan 21, 2026 |
| ELEVATUS WELATH MANAGEMENT | History | Reduced | 5,463 | 425 | 0.12% | 0.13% | 652 | -425 | -7.22% | Q4 2025 | Jan 14, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 5,445 | 424 | 0.08% | 0.07% | 653 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| PRIVATE MANAGEMENT GROUP INC | History | No change | 5,449 | 424 | 0.01% | 0.01% | 654 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Cresset Asset Management, LLC | History | New | 5,435 | 423 | 0.0% | — | 655 | +5,435 | New | Q4 2025 | Feb 17, 2026 |
| MARIPAU WEALTH MANAGEMENT LLC | History | Reduced | 5,363 | 417 | 0.19% | 0.21% | 657 | -105 | -1.92% | Q4 2025 | Feb 17, 2026 |
| Long Island Wealth Management, Inc. | History | Added to | 5,356 | 417 | 0.2% | 0.2% | 658 | +73 | 1.38% | Q4 2025 | Jan 21, 2026 |
| One Capital Management, LLC | History | No change | 5,363 | 417 | 0.01% | 0.01% | 656 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Brookmont Capital Management | History | Added to | 5,344 | 416 | 0.24% | 0.23% | 659 | +16 | 0.3% | Q4 2025 | Feb 10, 2026 |
| COMMERCE BANK | History | New | 5,327 | 414 | 0.0% | — | 660 | +5,327 | New | Q4 2025 | Feb 13, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Reduced | 5,316 | 414 | 0.01% | 0.01% | 662 | -2,678 | -33.5% | Q4 2025 | Feb 19, 2026 |
| Capital Asset Advisory Services LLC | History | No change | 5,316 | 414 | 0.02% | 0.02% | 661 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Gibraltar Capital Management, Inc. | History | Added to | 5,312 | 413 | 0.07% | 0.05% | 663 | +1,607 | 43.37% | Q4 2025 | Feb 02, 2026 |
| FOREFRONT WEALTH MANAGEMENT INC. | History | Added to | 5,299 | 412 | 0.3% | 0.2% | 665 | +1,761 | 49.77% | Q4 2025 | Jan 23, 2026 |
| Indiana Trust & Investment Management Co | History | No change | 5,300 | 412 | 0.12% | 0.13% | 664 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Trilogy Capital Inc. | History | Added to | 5,269 | 410 | 0.02% | 0.02% | 666 | +72 | 1.39% | Q4 2025 | Jan 22, 2026 |
| GOLDEN ROAD ADVISORS LLC | History | Added to | 5,253 | 409 | 0.23% | 0.18% | 668 | +1,259 | 31.52% | Q4 2025 | Feb 02, 2026 |
| NewEdge Wealth, LLC | History | Added to | 5,262 | 409 | 0.0% | 0.01% | 667 | +62 | 1.19% | Q4 2025 | Feb 03, 2026 |
| Acorn Wealth Advisors, LLC | History | Added to | 5,233 | 407 | 0.12% | 0.13% | 669 | +57 | 1.1% | Q4 2025 | Feb 10, 2026 |
| Leo Wealth, LLC | History | New | 5,225 | 406 | 0.03% | — | 670 | +5,225 | New | Q4 2025 | Jan 21, 2026 |
| FineMark National Bank & Trust | History | Reduced | 5,204 | 405 | 0.01% | 0.01% | 671 | -349 | -6.28% | Q4 2025 | Feb 12, 2026 |
| Brooklyn Investment Group | History | Reduced | 5,177 | 404 | 0.02% | 0.05% | 672 | -49 | -0.94% | Q4 2025 | Feb 12, 2026 |
| Dunhill Financial, LLC | History | Added to | 5,164 | 402 | 0.1% | 0.06% | 673 | +2,134 | 70.43% | Q4 2025 | Jan 29, 2026 |
| POINCIANA ADVISORS GROUP, LLC | History | Added to | 5,125 | 399 | 0.31% | 0.33% | 674 | +70 | 1.38% | Q4 2025 | Feb 09, 2026 |
| Loudon Investment Management, LLC | History | Added to | 5,117 | 398 | 0.21% | 0.19% | 675 | +433 | 9.24% | Q4 2025 | Feb 12, 2026 |
| MeadowBrook Investment Advisors LLC | History | Reduced | 5,050 | 397 | 0.34% | 0.38% | 676 | -500 | -9.01% | Q4 2025 | Jan 14, 2026 |
| WealthTrak Capital Management LLC | History | Added to | 5,104 | 397 | 0.28% | 0.33% | 677 | +44 | 0.87% | Q4 2025 | Feb 10, 2026 |
| ATMOS ADVISORY, LLC | History | New | 5,077 | 395 | 0.23% | — | 678 | +5,077 | New | Q4 2025 | Jan 21, 2026 |
| Compass Advisory Group LLC | History | Added to | 4,992 | 388 | 0.1% | 0.11% | 680 | +68 | 1.38% | Q4 2025 | Jan 21, 2026 |
| Ancora Advisors LLC | History | Added to | 4,982 | 388 | 0.01% | 0.01% | 679 | +61 | 1.24% | Q4 2025 | Feb 17, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | Added to | 4,976 | 387 | 0.22% | 0.23% | 681 | +64 | 1.3% | Q4 2025 | Feb 17, 2026 |
| EnRich Financial Partners LLC | History | Added to | 4,841 | 376 | 0.1% | 0.1% | 682 | +272 | 5.95% | Q4 2025 | Jan 28, 2026 |
| MADDEN SECURITIES Corp | History | Reduced | 4,827 | 375 | 0.11% | 0.12% | 683 | -88 | -1.79% | Q4 2025 | Feb 04, 2026 |
| Fourth Dimension Wealth, LLC | History | Added to | 4,811 | 374 | 0.14% | 0.14% | 684 | +2 | 0.04% | Q4 2025 | Feb 04, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 4,769 | 371 | 0.01% | 0.01% | 686 | -84 | -1.73% | Q4 2025 | Feb 12, 2026 |
| Montz Harcus Wealth Management LLC | History | Added to | 4,764 | 371 | 0.15% | 0.16% | 687 | +69 | 1.47% | Q4 2025 | Jan 22, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 4,765 | 371 | 0.0% | 0.0% | 685 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Modern Wealth Management, LLC | History | Added to | 4,753 | 370 | 0.01% | 0.0% | 688 | +1,751 | 58.33% | Q4 2025 | Feb 17, 2026 |
| S.A. Mason LLC | History | Added to | 4,721 | 367 | 0.15% | 0.12% | 689 | +1,250 | 36.01% | Q4 2025 | Jan 29, 2026 |
| Strathmore Capital Advisors, Inc. | History | Reduced | 4,720 | 367 | 0.12% | 0.16% | 690 | -433 | -8.4% | Q4 2025 | Feb 13, 2026 |
| FLAGSTAR ADVISORS INC | History | Added to | 4,692 | 365 | 0.12% | 0.11% | 691 | +62 | 1.34% | Q4 2025 | Jan 13, 2026 |
| Center For Asset Management LLC | History | Added to | 4,677 | 364 | 0.19% | 0.19% | 692 | +175 | 3.89% | Q4 2025 | Jan 21, 2026 |
| Csenge Advisory Group | History | New | 4,661 | 363 | 0.02% | — | 693 | +4,661 | New | Q4 2025 | Feb 06, 2026 |
| Ignite Planners, LLC | History | Reduced | 4,644 | 361 | 0.06% | 0.08% | 694 | -1,348 | -22.5% | Q4 2025 | Feb 06, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Added to | 2,196 | 361 | 0.12% | 0.1% | 695 | +88 | 4.17% | Q4 2025 | Jan 22, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 4,630 | 360 | 0.0% | 0.0% | 696 | -1,725 | -27.14% | Q4 2025 | Feb 09, 2026 |
| SilverOak Wealth Management LLC | History | No change | 4,621 | 359 | 0.06% | 0.06% | 697 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| PRINCETON CAPITAL MANAGEMENT LLC | History | New | 4,584 | 357 | 0.09% | — | 698 | +4,584 | New | Q4 2025 | Feb 06, 2026 |
| Northstar Group, Inc. | History | No change | 4,590 | 357 | 0.05% | 0.05% | 699 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Bedel Financial Consulting, Inc. | History | Added to | 4,575 | 356 | 0.04% | 0.05% | 700 | +42 | 0.93% | Q4 2025 | Jan 28, 2026 |
| SeaCrest Wealth Management, LLC | History | No change | 4,547 | 355 | 0.04% | 0.04% | 701 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Cerro Pacific Wealth Advisors LLC | History | No change | 4,514 | 351 | 0.09% | 0.1% | 702 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| New Covenant Trust Company, N.A. | History | No change | 4,519 | 351 | 0.32% | 0.33% | 703 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Split Rock Private Trading & Wealth Management, LLC | History | New | 4,448 | 346 | 0.28% | — | 704 | +4,448 | New | Q4 2025 | Jan 23, 2026 |
| XY Planning Network, Inc. | History | New | 4,426 | 344 | 0.06% | — | 705 | +4,426 | New | Q4 2025 | Jan 26, 2026 |
| Murphy & Mullick Capital Management Corp | History | Reduced | 4,348 | 338 | 0.24% | 0.51% | 707 | -4,482 | -50.76% | Q4 2025 | Feb 10, 2026 |
| Buck Wealth Strategies, LLC | History | Reduced | 4,345 | 338 | 0.04% | 0.05% | 706 | -580 | -11.78% | Q4 2025 | Feb 03, 2026 |
| Smallwood Wealth Investment Management, LLC | History | Reduced | 4,331 | 337 | 0.18% | 0.21% | 709 | -944 | -17.9% | Q4 2025 | Jan 23, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Reduced | 4,330 | 337 | 0.04% | 0.05% | 708 | -366 | -7.79% | Q4 2025 | Feb 04, 2026 |
| Carter Financial, LLC | History | New | 4,294 | 334 | 0.29% | — | 712 | +4,294 | New | Q4 2025 | Mar 17, 2026 |
| LaFleur & Godfrey LLC | History | Added to | 4,297 | 334 | 0.04% | 0.04% | 711 | +285 | 7.1% | Q4 2025 | Feb 03, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Added to | 4,291 | 334 | 0.01% | 0.01% | 710 | +49 | 1.16% | Q4 2025 | Feb 03, 2026 |
| Stockman Wealth Management, Inc. | History | Reduced | 4,264 | 332 | 0.04% | 0.07% | 713 | -3,303 | -43.65% | Q4 2025 | Jan 29, 2026 |
| Arbor Wealth Advisors LLC | History | Added to | 4,260 | 331 | 0.24% | 0.25% | 714 | +25 | 0.59% | Q4 2025 | Jan 12, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | Added to | 4,257 | 330 | 0.07% | 0.08% | 715 | +168 | 4.11% | Q4 2025 | Feb 04, 2026 |
| OpenArc Corporate Advisory, LLC | History | New | 4,216 | 328 | 0.01% | — | 717 | +4,216 | New | Q4 2025 | Feb 13, 2026 |
| LongView Wealth Management | History | Reduced | 4,220 | 328 | 0.08% | 0.12% | 716 | -1,249 | -22.84% | Q4 2025 | Jan 13, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 4,208 | 327 | 0.0% | 0.0% | 718 | +960 | 29.56% | Q4 2025 | Feb 13, 2026 |
| Caitlin John, LLC | History | No change | 4,209 | 327 | 0.21% | 0.23% | 719 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| WOODWARD DIVERSIFIED CAPITAL, LLC | History | Reduced | 4,181 | 325 | 0.15% | 0.27% | 720 | -3,349 | -44.48% | Q4 2025 | Jan 14, 2026 |
| Bath Savings Trust Co | History | Added to | 4,120 | 320 | 0.03% | 0.03% | 721 | +350 | 9.28% | Q4 2025 | Jan 12, 2026 |
| Greenwich Wealth Management LLC | History | No change | 4,115 | 320 | 0.01% | 0.02% | 722 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| PANORAMIC INVESTMENT ADVISORS, LLC | History | No change | 4,100 | 319 | 0.17% | 0.18% | 723 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| ANDREWS, LUCIA WEALTH MANAGEMENT LLC | History | Reduced | 4,087 | 318 | 0.19% | 0.25% | 724 | -1,180 | -22.4% | Q4 2025 | Jan 26, 2026 |
| PAX Financial Group, LLC | History | Reduced | 4,007 | 312 | 0.05% | 0.22% | 725 | -11,977 | -74.93% | Q4 2025 | Feb 05, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Added to | 3,992 | 310 | 0.09% | 0.09% | 726 | +257 | 6.88% | Q4 2025 | Feb 11, 2026 |
| Quotient Wealth Partners, LLC | History | Added to | 3,983 | 310 | 0.01% | 0.01% | 727 | +99 | 2.55% | Q4 2025 | Jan 22, 2026 |
| Cogent Private Wealth, Inc. | History | New | 3,975 | 309 | 0.24% | — | 728 | +3,975 | New | Q4 2025 | Feb 10, 2026 |
| FFG RETIREMENT ADVISORS LLC | History | No change | 3,961 | 308 | 0.19% | 0.19% | 729 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| PKS Advisory Services, LLC | History | Reduced | 3,946 | 307 | 0.07% | 0.07% | 730 | -101 | -2.5% | Q4 2025 | Feb 02, 2026 |
| IFG Advisory, LLC | History | Added to | 3,946 | 307 | 0.01% | 0.01% | 731 | +25 | 0.64% | Q4 2025 | Feb 10, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | New | 3,931 | 306 | 0.15% | — | 732 | +3,931 | New | Q4 2025 | Feb 09, 2026 |
| Bond & Devick Financial Network, Inc. | History | Added to | 3,881 | 302 | 0.09% | 0.06% | 733 | +1,279 | 49.15% | Q4 2025 | Jan 14, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Added to | 3,854 | 300 | 0.01% | 0.0% | 735 | +487 | 14.46% | Q4 2025 | Feb 05, 2026 |
| WORLD EQUITY GROUP, INC. | History | Added to | 3,853 | 300 | 0.08% | 0.07% | 734 | +138 | 3.71% | Q4 2025 | Jan 12, 2026 |
| Maridea Wealth Management LLC | History | Reduced | 3,858 | 300 | 0.05% | 0.05% | 736 | -138 | -3.45% | Q4 2025 | Jan 08, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 3,841 | 299 | 0.01% | 0.01% | 737 | -316 | -7.6% | Q4 2025 | Feb 10, 2026 |
| Western Wealth Management, LLC | History | Added to | 3,847 | 299 | 0.01% | 0.02% | 738 | +189 | 5.17% | Q4 2025 | Feb 05, 2026 |
| Dakota Wealth Management | History | Added to | 3,799 | 295 | 0.01% | 0.01% | 739 | +374 | 10.92% | Q4 2025 | Jan 13, 2026 |
| PLANNING DIRECTIONS INC | History | Added to | 3,752 | 292 | 0.15% | 0.12% | 740 | +790 | 26.67% | Q4 2025 | Jan 21, 2026 |
| Jones Kertz & Associates, Inc. | History | New | 3,738 | 291 | 0.15% | — | 742 | +3,738 | New | Q4 2025 | Jan 27, 2026 |
| Arcadia Wealth Management, Inc. | History | No change | 3,743 | 291 | 0.17% | 0.18% | 741 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| OMNI 360 Wealth, Inc. | History | Added to | 3,717 | 290 | 0.15% | 0.16% | 743 | +24 | 0.65% | Q4 2025 | Jan 29, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | No change | 3,711 | 289 | 0.02% | 0.02% | 744 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Bogart Wealth, LLC | History | Reduced | 3,702 | 288 | 0.01% | 0.01% | 745 | -129 | -3.37% | Q4 2025 | Jan 30, 2026 |
| RCS Financial Planning, LLC | History | Added to | 3,682 | 286 | 0.12% | 0.09% | 747 | +981 | 36.32% | Q4 2025 | Jan 15, 2026 |
| Crestwood Advisors Group, LLC | History | No change | 3,675 | 286 | 0.0% | 0.0% | 746 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Radnor Capital Management, LLC | History | Reduced | 3,662 | 285 | 0.04% | 0.07% | 748 | -2,250 | -38.06% | Q4 2025 | Feb 06, 2026 |
| Summit Wealth Group, LLC | History | Reduced | 3,667 | 285 | 0.07% | 0.08% | 749 | -377 | -9.32% | Q4 2025 | Feb 06, 2026 |
| Kestra Investment Management, LLC | History | Added to | 3,670 | 285 | 0.01% | 0.01% | 750 | +368 | 11.14% | Q4 2025 | Feb 09, 2026 |
| Wealthspire Retirement, LLC | History | Added to | 3,622 | 282 | 0.02% | 0.02% | 751 | +274 | 8.18% | Q4 2025 | Feb 18, 2026 |
| Aegis Wealth Management LLC | History | Added to | 3,604 | 280 | 0.16% | 0.13% | 752 | +513 | 16.6% | Q4 2025 | Jan 14, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 3,595 | 279 | 0.02% | 0.02% | 754 | +1,190 | 49.48% | Q4 2025 | Feb 13, 2026 |
| Gibson Capital, LLC | History | No change | 3,595 | 279 | 0.05% | 0.05% | 753 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | New | 3,580 | 278 | 0.1% | — | 755 | +3,580 | New | Q4 2025 | Jan 20, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 3,574 | 278 | 0.1% | 0.07% | 756 | +1,073 | 42.9% | Q4 2025 | Jan 22, 2026 |
| Foundation Wealth Management, LLC\PA | History | No change | 3,568 | 277 | 0.1% | 0.11% | 757 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Mine & Arao Wealth Creation & Management, LLC. | History | Added to | 3,553 | 276 | 0.11% | 0.11% | 758 | +13 | 0.37% | Q4 2025 | Jan 27, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 3,520 | 274 | 0.0% | 0.01% | 759 | -1,202 | -25.46% | Q4 2025 | Jan 22, 2026 |
| CRA Financial Services, LLC | History | Added to | 3,530 | 274 | 0.04% | 0.04% | 760 | +130 | 3.82% | Q4 2025 | Jan 16, 2026 |
| Alpha Financial Partners, LLC | History | New | 3,501 | 272 | 0.17% | — | 761 | +3,501 | New | Q4 2025 | Feb 10, 2026 |
| Integrated Wealth Management | History | New | 3,490 | 271 | 0.3% | — | 764 | +3,490 | New | Q4 2025 | Mar 03, 2026 |
| Anchor Investment Management, LLC | History | Reduced | 3,484 | 271 | 0.02% | 0.02% | 763 | -321 | -8.44% | Q4 2025 | Feb 26, 2026 |
| Godshalk Welsh Capital Management, Inc. | History | Added to | 3,483 | 271 | 0.15% | 0.15% | 762 | +108 | 3.2% | Q4 2025 | Feb 12, 2026 |
| HF Advisory Group, LLC | History | Added to | 3,455 | 269 | 0.09% | 0.08% | 766 | +579 | 20.13% | Q4 2025 | Jan 23, 2026 |
| Redwood Investment Management, LLC | History | Reduced | 3,455 | 269 | 0.03% | 0.03% | 765 | -407 | -10.54% | Q4 2025 | Feb 17, 2026 |
| Duncan Williams Asset Management, LLC | History | Reduced | 3,428 | 265 | 0.07% | 0.08% | 768 | -266 | -7.2% | Q4 2025 | Feb 05, 2026 |
| Mission Creek Capital Partners, Inc. | History | Added to | 3,413 | 265 | 0.05% | 0.05% | 767 | +7 | 0.21% | Q4 2025 | Feb 12, 2026 |
| NorthRock Partners, LLC | History | Reduced | 3,389 | 264 | 0.0% | 0.0% | 769 | -80 | -2.31% | Q4 2025 | Feb 17, 2026 |
| Echo Wealth Management, LLC | History | Reduced | 3,379 | 263 | 0.15% | 0.29% | 770 | -3,088 | -47.75% | Q4 2025 | Jan 22, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | No change | 3,365 | 262 | 0.1% | 0.1% | 771 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Forum Private Client Group LLC | History | Reduced | 3,355 | 261 | 0.09% | 0.1% | 772 | -207 | -5.81% | Q4 2025 | Feb 06, 2026 |
| BlackRock, Inc. | History | No change | 3,347 | 260 | 0.0% | 0.0% | 773 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Rockwood Wealth Management, LLC | History | No change | 3,316 | 258 | 0.02% | 0.02% | 774 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 3,300 | 257 | 0.01% | 0.02% | 775 | -163 | -4.71% | Q4 2025 | Jan 26, 2026 |
| Tranquility Partners, LLC | History | Added to | 3,262 | 254 | 0.09% | 0.08% | 776 | +186 | 6.05% | Q4 2025 | Feb 03, 2026 |
| Horst & Graben Wealth Management LLC | History | Added to | 3,271 | 254 | 0.04% | 0.04% | 777 | +44 | 1.36% | Q4 2025 | Jan 27, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 3,261 | 253 | 0.0% | 0.0% | 778 | -608 | -15.71% | Q4 2025 | Jan 30, 2026 |
| Summit Wealth Partners, LLC | History | Added to | 3,211 | 250 | 0.05% | 0.04% | 780 | +367 | 12.9% | Q4 2025 | Jan 27, 2026 |
| TFB Advisors LLC | History | No change | 3,221 | 250 | 0.07% | 0.07% | 779 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| ORLEANS CAPITAL MANAGEMENT CORP/LA | History | Reduced | 3,190 | 248 | 0.15% | 0.39% | 781 | -4,550 | -58.79% | Q4 2025 | Feb 13, 2026 |
| Clark Capital Management Group, Inc. | History | New | 3,191 | 248 | 0.0% | — | 782 | +3,191 | New | Q4 2025 | Feb 17, 2026 |
| ST. NICHOLAS PRIVATE ASSET MANAGEMENT, INC | History | Added to | 3,189 | 248 | 0.22% | 0.19% | 783 | +356 | 12.57% | Q4 2025 | Feb 13, 2026 |
| Essex Bank | History | No change | 3,141 | 244 | 0.05% | 0.06% | 784 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| IHT Wealth Management, LLC | History | Added to | 3,117 | 242 | 0.01% | 0.01% | 785 | +20 | 0.65% | Q4 2025 | Feb 17, 2026 |
| Friday Financial | History | No change | 3,113 | 242 | 0.09% | 0.1% | 786 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| FULTON BREAKEFIELD BROENNIMAN LLC | History | Reduced | 3,097 | 241 | 0.02% | 0.02% | 787 | -760 | -19.7% | Q4 2025 | Jan 21, 2026 |
| Redwood Park Advisors LLC | History | Added to | 3,083 | 240 | 0.16% | 0.16% | 788 | +42 | 1.38% | Q4 2025 | Feb 17, 2026 |
| Blume Capital Management, Inc. | History | Added to | 3,059 | 238 | 0.04% | 0.03% | 790 | +853 | 38.67% | Q4 2025 | Feb 05, 2026 |
| OARSMAN CAPITAL, INC. | History | Added to | 3,057 | 238 | 0.03% | 0.03% | 789 | +154 | 5.3% | Q4 2025 | Feb 13, 2026 |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | History | Added to | 3,053 | 237 | 0.06% | 0.05% | 791 | +375 | 14.0% | Q4 2025 | Feb 02, 2026 |
| Torrey-Payne Wealth Management, LLC | History | New | 3,021 | 235 | 0.21% | — | 793 | +3,021 | New | Q4 2025 | Feb 19, 2026 |
| TAGStone Capital, Inc. | History | Reduced | 3,023 | 235 | 0.09% | 0.1% | 792 | -319 | -9.55% | Q4 2025 | Feb 10, 2026 |
| AMG National Trust Bank | History | No change | 2,995 | 233 | 0.01% | 0.01% | 794 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| TrueWealth Advisors, LLC | History | Reduced | 2,968 | 231 | 0.06% | 0.07% | 797 | -307 | -9.37% | Q4 2025 | Jan 07, 2026 |
| Kathmere Capital Management, LLC | History | Added to | 2,967 | 231 | 0.02% | 0.02% | 795 | +1 | 0.03% | Q4 2025 | Jan 13, 2026 |
| Prudent Man Advisors, LLC | History | No change | 2,978 | 231 | 0.08% | 0.09% | 796 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 2,963 | 230 | 0.01% | 0.01% | 798 | -840 | -22.09% | Q4 2025 | Feb 17, 2026 |
| BNC WEALTH MANAGEMENT, LLC | History | Added to | 2,957 | 230 | 0.06% | 0.05% | 800 | +265 | 9.84% | Q4 2025 | Jan 22, 2026 |
| Valpey Financial Services, LLC | History | Added to | 2,965 | 230 | 0.15% | 0.15% | 801 | +40 | 1.37% | Q4 2025 | Mar 04, 2026 |