VANGUARD BOND INDEX FUNDS - BND
Detailed investor-level table based on 13F positions.
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | History | Added to | 139,629,587 | 10,342,363 | 0.65% | 0.59% | 1 | +8,283,073 | 6.31% | Q4 2025 | Feb 11, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 130,902,798 | 9,695,970 | 6.13% | 6.28% | 2 | +4,285,563 | 3.38% | Q4 2025 | Feb 10, 2026 |
| MORGAN STANLEY | History | Added to | 124,929,480 | 9,253,526 | 0.55% | 0.49% | 3 | +16,287,510 | 14.99% | Q4 2025 | Feb 13, 2026 |
| Creative Planning | History | Reduced | 117,781,202 | 8,724,053 | 6.24% | 7.1% | 4 | -7,161,766 | -5.73% | Q4 2025 | Feb 17, 2026 |
| VANGUARD GROUP INC | History | Added to | 78,903,250 | 5,844,362 | 0.08% | 0.08% | 5 | +6,989,480 | 9.72% | Q4 2025 | Jan 29, 2026 |
| Align Financial, LLC | History | New | 2,070,865 | 2,070,865 | 1.2% | — | 6 | +2,070,865 | New | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 24,643,584 | 1,825,350 | 0.33% | 0.37% | 7 | -1,473,851 | -5.64% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 23,952,426 | 1,774,156 | 0.13% | 0.12% | 8 | +1,039,731 | 4.54% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 21,470,033 | 1,590,285 | 0.47% | 0.46% | 9 | -124,559 | -0.58% | Q4 2025 | Feb 10, 2026 |
| Allworth Financial LP | History | New | 21,272,987 | 1,575,690 | 6.45% | — | 10 | +21,272,987 | New | Q4 2025 | Feb 05, 2026 |
| LPL Financial LLC | History | Added to | 18,586,676 | 1,376,715 | 0.38% | 0.38% | 11 | +971,603 | 5.52% | Q4 2025 | Feb 11, 2026 |
| SEI INVESTMENTS CO | History | Added to | 17,855,111 | 1,322,527 | 1.31% | 1.35% | 12 | +973,898 | 5.77% | Q4 2025 | Feb 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 14,258,624 | 1,056,136 | 0.13% | 0.13% | 13 | +20,725 | 0.15% | Q4 2025 | Mar 25, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 12,887,730 | 954,587 | 0.78% | — | 14 | +12,887,730 | New | Q4 2025 | Feb 13, 2026 |
| Arizona PSPRS Trust | History | Added to | 9,807,009 | 726,405 | 26.74% | 24.97% | 15 | +63,785 | 0.65% | Q4 2025 | Feb 11, 2026 |
| Mastercard Foundation Asset Management Corp | History | No change | 8,862,905 | 656,475 | 1.6% | 1.52% | 16 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| BlackRock, Inc. | History | Added to | 8,571,066 | 634,858 | 0.01% | 0.01% | 17 | +375,854 | 4.59% | Q4 2025 | Feb 12, 2026 |
| Savant Capital, LLC | History | Added to | 8,054,977 | 596,632 | 3.39% | 3.11% | 18 | +1,173,486 | 17.05% | Q4 2025 | Feb 10, 2026 |
| CBIZ Investment Advisory Services, LLC | History | Added to | 8,006,493 | 593,040 | 22.43% | 22.17% | 19 | +394,349 | 5.18% | Q4 2025 | Feb 09, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 7,953,607 | 589,123 | 107.11% | 8.62% | 20 | +676,764 | 9.3% | Q4 2025 | Mar 04, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 7,735,108 | 572,939 | 0.18% | 0.16% | 21 | +865,224 | 12.59% | Q4 2025 | Feb 18, 2026 |
| Cetera Investment Advisers | History | Added to | 7,691,585 | 569,715 | 0.62% | 0.64% | 22 | +284,567 | 3.84% | Q4 2025 | Feb 17, 2026 |
| Facet Wealth, Inc. | History | Added to | 6,636,749 | 492,778 | 8.72% | 8.82% | 23 | +906,255 | 15.81% | Q4 2025 | Jan 29, 2026 |
| UBS Group AG | History | Added to | 6,215,916 | 460,412 | 0.07% | 0.07% | 24 | +143,454 | 2.36% | Q4 2025 | Jan 29, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 5,959,797 | 441,191 | 0.1% | 0.09% | 25 | +478,266 | 8.73% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 5,450,973 | 403,752 | 0.07% | — | 26 | +5,450,973 | New | Q4 2025 | Feb 17, 2026 |
| STATE STREET CORP | History | Added to | 5,193,064 | 384,650 | 0.01% | 0.01% | 27 | +797,558 | 18.14% | Q4 2025 | Feb 13, 2026 |
| Bank of New York Mellon Corp | History | Added to | 5,171,121 | 383,024 | 0.07% | 0.07% | 28 | +31,185 | 0.61% | Q4 2025 | Feb 10, 2026 |
| ASSETMARK, INC | History | Added to | 4,636,873 | 343,453 | 0.7% | 0.72% | 29 | +114,204 | 2.53% | Q4 2025 | Jan 23, 2026 |
| Corient Private Wealth LLC | History | Added to | 4,188,369 | 306,906 | 0.42% | 0.33% | 30 | +1,389,985 | 49.67% | Q4 2025 | Mar 09, 2026 |
| HighTower Advisors, LLC | History | Added to | 4,071,280 | 301,559 | 0.33% | 0.34% | 31 | +80,843 | 2.03% | Q4 2025 | Feb 06, 2026 |
| M&T BANK CORP | History | Added to | 3,837,282 | 284,227 | 0.91% | 0.95% | 32 | +28,286 | 0.74% | Q4 2025 | Jan 30, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 3,737,360 | 276,826 | 0.15% | 0.16% | 33 | +125,798 | 3.48% | Q4 2025 | Feb 06, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 3,631,542 | 268,988 | 0.07% | 0.07% | 34 | +78,750 | 2.22% | Q4 2025 | Feb 11, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 3,580,407 | 265,200 | 0.16% | 0.17% | 35 | +204,114 | 6.05% | Q4 2025 | Feb 17, 2026 |
| Composition Wealth, LLC | History | Reduced | 3,032,282 | 224,601 | 3.22% | 3.77% | 36 | -352,467 | -10.41% | Q4 2025 | Feb 02, 2026 |
| Retirement Systems of Alabama | History | Reduced | 3,001,761 | 222,340 | 0.72% | 0.75% | 37 | -15,577 | -0.52% | Q4 2025 | Jan 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 2,784,632 | 206,257 | 0.5% | 0.5% | 38 | +267,609 | 10.63% | Q4 2025 | Feb 13, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 2,783,045 | 206,140 | 0.27% | 0.27% | 39 | +51,386 | 1.88% | Q4 2025 | Feb 02, 2026 |
| FIRST FINANCIAL BANKSHARES INC | History | Added to | 2,645,255 | 195,934 | 3.94% | 3.98% | 40 | +42,063 | 1.62% | Q4 2025 | Feb 12, 2026 |
| ALESCO ADVISORS LLC | History | Added to | 2,544,118 | 188,442 | 4.87% | 4.56% | 41 | +278,528 | 12.29% | Q4 2025 | Jan 28, 2026 |
| Stairway Partners, LLC | History | Added to | 2,499,911 | 185,168 | 9.59% | 8.5% | 42 | +348,816 | 16.22% | Q4 2025 | Jan 05, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 2,484,285 | 184,011 | 0.49% | 0.49% | 43 | +94,521 | 3.96% | Q4 2025 | Feb 05, 2026 |
| RiverFront Investment Group, LLC | History | Reduced | 2,376,713 | 176,043 | 2.9% | 3.11% | 44 | -7,846 | -0.33% | Q4 2025 | Feb 05, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 2,318,306 | 171,717 | 0.41% | 0.45% | 45 | -187,651 | -7.49% | Q4 2025 | Feb 11, 2026 |
| Foster Group, Inc. | History | Added to | 2,312,615 | 171,295 | 5.18% | 5.17% | 46 | +97,790 | 4.42% | Q4 2025 | Jan 12, 2026 |
| CHOREO, LLC | History | Added to | 2,158,395 | 160,303 | 2.04% | 1.79% | 47 | +316,001 | 17.15% | Q4 2025 | Jan 23, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 2,153,369 | 159,518 | 0.23% | 0.23% | 48 | -16,943 | -0.78% | Q4 2025 | Feb 17, 2026 |
| Oakworth Capital, Inc. | History | Added to | 2,077,828 | 153,904 | 8.4% | 8.22% | 49 | +164,560 | 8.6% | Q4 2025 | Jan 30, 2026 |
| Voya Financial Advisors, Inc. | History | Added to | 2,020,700 | 150,137 | 14.42% | 13.89% | 50 | +84,852 | 4.38% | Q4 2025 | Feb 13, 2026 |
| MCMORGAN & CO LLC | History | Added to | 1,966,377 | 145,649 | 24.13% | 22.05% | 51 | +40,449 | 2.1% | Q4 2025 | Feb 11, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 1,905,207 | 141,118 | 2.58% | 2.5% | 52 | +172,988 | 9.99% | Q4 2025 | Jan 23, 2026 |
| Global Endowment Management, LP | History | Reduced | 1,879,532 | 139,217 | 17.38% | 18.04% | 53 | -57,263 | -2.96% | Q4 2025 | Feb 13, 2026 |
| Alaska Permanent Capital Management, LLC | History | Added to | 1,877,846 | 139,110 | 10.54% | 10.18% | 54 | +17,103 | 0.92% | Q4 2025 | Feb 13, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 1,787,067 | 132,368 | 1.79% | 2.32% | 55 | +149,488 | 9.13% | Q4 2025 | Feb 06, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Added to | 1,781,109 | 131,926 | 8.36% | 8.27% | 56 | +75,889 | 4.45% | Q4 2025 | Jan 23, 2026 |
| Capstone Financial Advisors, Inc. | History | Added to | 1,765,970 | 130,805 | 6.96% | 6.96% | 57 | +39,999 | 2.32% | Q4 2025 | Feb 17, 2026 |
| Wealthfront Advisers LLC | History | Added to | 1,753,658 | 129,893 | 0.29% | 0.29% | 58 | +85,128 | 5.1% | Q4 2025 | Jan 30, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 1,727,380 | 127,947 | 0.9% | 0.85% | 59 | +376,503 | 27.87% | Q4 2025 | Feb 18, 2026 |
| Verus Financial Partners, Inc. | History | Added to | 1,711,886 | 127,261 | 11.71% | 11.74% | 60 | +70,206 | 4.28% | Q4 2025 | Feb 02, 2026 |
| Betterment LLC | History | Reduced | 1,718,105 | 127,260 | 0.24% | 0.27% | 61 | -118,793 | -6.47% | Q4 2025 | Feb 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 1,688,926 | 125,098 | 0.17% | 0.16% | 62 | +20,664 | 1.24% | Q4 2025 | Feb 12, 2026 |
| Mariner, LLC | History | Added to | 1,684,074 | 124,743 | 0.15% | 0.15% | 63 | +84,015 | 5.25% | Q4 2025 | Feb 13, 2026 |
| Chandler Asset Management, Inc. | History | Reduced | 1,682,087 | 124,592 | 19.72% | 20.58% | 64 | -4,605 | -0.27% | Q4 2025 | Feb 13, 2026 |
| Apella Capital, LLC | History | Added to | 1,653,788 | 122,496 | 2.42% | 2.68% | 65 | +46,512 | 2.89% | Q4 2025 | Jan 21, 2026 |
| Bogart Wealth, LLC | History | Added to | 1,612,951 | 119,471 | 4.79% | 4.69% | 66 | +58,041 | 3.73% | Q4 2025 | Jan 30, 2026 |
| Diana Davis Spencer Foundation | History | No change | 1,608,100 | 119,111 | 40.2% | 40.24% | 67 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 1,566,678 | 116,043 | 1.31% | 1.33% | 68 | +52,937 | 3.5% | Q4 2025 | Jan 20, 2026 |
| Orgel Wealth Management, LLC | History | Added to | 1,565,416 | 115,950 | 2.56% | 2.53% | 69 | +73,739 | 4.94% | Q4 2025 | Jan 07, 2026 |
| GenTrust, LLC | History | Added to | 1,562,158 | 115,709 | 4.99% | 4.74% | 70 | +159,860 | 11.4% | Q4 2025 | Feb 02, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 1,515,588 | 112,259 | 0.39% | 0.39% | 71 | +82,056 | 5.72% | Q4 2025 | Feb 06, 2026 |
| Efficient Advisors, LLC | History | Added to | 1,511,694 | 111,971 | 6.54% | 6.32% | 72 | +4,671 | 0.31% | Q4 2025 | Jan 21, 2026 |
| Ocean Park Asset Management, LLC | History | Reduced | 1,506,900 | 111,616 | 5.24% | 5.79% | 73 | -381,700 | -20.21% | Q4 2025 | Jan 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 1,441,348 | 106,919 | 0.15% | 0.16% | 74 | +19,357 | 1.36% | Q4 2025 | Jan 08, 2026 |
| AMG National Trust Bank | History | Added to | 1,433,840 | 106,204 | 2.5% | 2.58% | 75 | +6,980 | 0.49% | Q4 2025 | Jan 30, 2026 |
| Trajan Wealth LLC | History | Added to | 1,422,462 | 105,361 | 4.39% | 3.87% | 76 | +215,982 | 17.9% | Q4 2025 | Feb 06, 2026 |
| CoreCap Advisors, LLC | History | Added to | 1,404,556 | 104,035 | 3.63% | 3.59% | 77 | +74,746 | 5.62% | Q4 2025 | Jan 13, 2026 |
| Lutz Financial Services LLC | History | Added to | 1,362,944 | 100,953 | 6.87% | 6.81% | 78 | +98,264 | 7.77% | Q4 2025 | Feb 06, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 1,324,196 | 98,083 | 1.19% | 1.2% | 79 | +38,306 | 2.98% | Q4 2025 | Jan 21, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Added to | 1,299,013 | 96,217 | 4.63% | 4.64% | 80 | +40,945 | 3.25% | Q4 2025 | Feb 04, 2026 |
| Pathstone Holdings, LLC | History | New | 1,296,825 | 96,055 | 0.37% | — | 81 | +1,296,825 | New | Q4 2025 | Feb 13, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 1,282,232 | 94,974 | 0.39% | 0.42% | 82 | +43,964 | 3.55% | Q4 2025 | Feb 13, 2026 |
| Baker Avenue Asset Management, LP | History | Added to | 1,281,726 | 94,937 | 2.19% | 2.15% | 83 | +73,093 | 6.05% | Q4 2025 | Feb 10, 2026 |
| ALPS ADVISORS INC | History | Added to | 1,277,079 | 94,593 | 0.55% | 0.5% | 84 | +62,320 | 5.13% | Q4 2025 | Feb 12, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 1,261,987 | 93,475 | 0.11% | 0.12% | 85 | -133,125 | -9.54% | Q4 2025 | Feb 13, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Added to | 1,259,561 | 93,295 | 6.31% | 6.36% | 86 | +46,340 | 3.82% | Q4 2025 | Jan 08, 2026 |
| Bricktown Capital, LLC | History | Reduced | 1,167,075 | 86,445 | 14.55% | 19.61% | 87 | -433,159 | -27.07% | Q4 2025 | Jan 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 1,166,330 | 86,389 | 0.13% | 0.14% | 88 | +59,429 | 5.37% | Q4 2025 | Feb 18, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 1,154,063 | 85,481 | 1.02% | 0.75% | 89 | +26,540 | 2.35% | Q4 2025 | Feb 13, 2026 |
| Alaska Wealth Advisors, LLC | History | Added to | 1,132,993 | 83,920 | 10.69% | 10.61% | 90 | +42,010 | 3.85% | Q4 2025 | Feb 13, 2026 |
| NewEdge Advisors, LLC | History | Added to | 1,088,068 | 80,593 | 0.29% | 0.35% | 91 | +65,961 | 6.45% | Q4 2025 | Feb 18, 2026 |
| B & T Capital Management DBA Alpha Capital Management | History | Added to | 1,087,255 | 80,532 | 11.34% | 0.2% | 92 | +1,069,933 | 6176.73% | Q4 2025 | Feb 13, 2026 |
| AllGen Financial Advisors, Inc. | History | Added to | 1,085,910 | 80,433 | 19.08% | 18.62% | 93 | +66,820 | 6.56% | Q4 2025 | Jan 22, 2026 |
| Focus Partners Wealth | History | Added to | 1,050,629 | 77,820 | 0.09% | 0.12% | 94 | +64,257 | 6.51% | Q4 2025 | Feb 13, 2026 |
| Acropolis Investment Management, LLC | History | Reduced | 1,039,888 | 77,024 | 3.47% | 8.36% | 95 | -1,193,560 | -53.44% | Q4 2025 | Jan 14, 2026 |
| Financial Engines Advisors L.L.C. | History | Added to | 1,036,106 | 76,744 | 0.15% | 0.15% | 96 | +3,462 | 0.34% | Q4 2025 | Feb 12, 2026 |
| Apriem Advisors | History | Added to | 1,033,471 | 76,549 | 7.03% | 7.13% | 97 | +19,551 | 1.93% | Q4 2025 | Feb 13, 2026 |
| Pacific Capital Wealth Advisors, Inc. | History | Added to | 1,031,913 | 76,433 | 13.1% | 13.02% | 98 | +19,592 | 1.94% | Q4 2025 | Jan 26, 2026 |
| COMERICA BANK | History | Added to | 1,026,577 | 76,038 | 0.3% | 0.27% | 99 | +54,224 | 5.58% | Q4 2025 | Jan 29, 2026 |
| Merit Financial Group, LLC | History | Reduced | 1,015,856 | 75,244 | 0.6% | 0.71% | 100 | -20,753 | -2.0% | Q4 2025 | Jan 26, 2026 |
| US BANCORP \DE\ | History | Added to | 1,012,001 | 74,958 | 0.09% | 0.05% | 101 | +415,709 | 69.72% | Q4 2025 | Jan 30, 2026 |
| Elm Partners Management LLC | History | Added to | 991,972 | 73,475 | 3.33% | 2.12% | 102 | +421,657 | 73.93% | Q4 2025 | Feb 10, 2026 |
| Partners in Financial Planning | History | Added to | 984,315 | 72,908 | 12.34% | 12.41% | 103 | +18,689 | 1.94% | Q4 2025 | Feb 02, 2026 |
| Cerity Partners LLC | History | Added to | 976,109 | 72,300 | 0.11% | 0.1% | 104 | +137,854 | 16.45% | Q4 2025 | Feb 11, 2026 |
| RATIONAL ADVISORS, INC. | History | Reduced | 970,602 | 71,892 | 7.36% | 7.55% | 105 | -50,013 | -4.9% | Q4 2025 | Feb 10, 2026 |
| Trust Co | History | Added to | 945,014 | 69,997 | 6.57% | 7.07% | 106 | +16,092 | 1.73% | Q4 2025 | Jan 15, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 932,412 | 69,063 | 0.74% | 0.85% | 107 | +177,755 | 23.55% | Q4 2025 | Jan 23, 2026 |
| Boston Standard Wealth Management, LLC | History | Added to | 920,885 | 68,209 | 11.26% | 11.1% | 108 | +32,981 | 3.71% | Q4 2025 | Jan 07, 2026 |
| Soltis Investment Advisors LLC | History | Added to | 904,116 | 66,967 | 4.41% | 3.92% | 109 | +142,338 | 18.68% | Q4 2025 | Apr 02, 2026 |
| Joule Financial, LLC | History | Added to | 898,873 | 66,579 | 19.95% | 19.61% | 110 | +18,705 | 2.13% | Q4 2025 | Jan 20, 2026 |
| Brio Consultants, LLC | History | Added to | 891,816 | 66,056 | 8.58% | 8.46% | 111 | +64,554 | 7.8% | Q4 2025 | Feb 04, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 886,213 | 65,641 | 0.04% | 0.03% | 112 | +255,210 | 40.45% | Q4 2025 | Feb 13, 2026 |
| Cornerstone Investment Partners, LLC | History | Reduced | 883,725 | 65,457 | 2.54% | 2.77% | 113 | -8,926 | -1.0% | Q4 2025 | Jan 29, 2026 |
| NEOS Investment Management LLC | History | Added to | 882,131 | 65,339 | 0.38% | 0.39% | 114 | +171,936 | 24.21% | Q4 2025 | Feb 17, 2026 |
| BTC Capital Management, Inc. | History | Added to | 871,735 | 64,204 | 4.48% | 4.21% | 115 | +50,133 | 6.1% | Q4 2025 | Jan 15, 2026 |
| Rockbridge Investment Management, LCC | History | Added to | 819,723 | 60,716 | 5.65% | 6.01% | 116 | +1,523 | 0.19% | Q4 2025 | Feb 04, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Added to | 787,867 | 58,357 | 1.61% | 1.61% | 117 | +22,981 | 3.0% | Q4 2025 | Feb 03, 2026 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | History | Added to | 779,726 | 57,754 | 0.45% | 0.35% | 118 | +195,653 | 33.5% | Q4 2025 | Feb 03, 2026 |
| Gilbert & Cook, Inc. | History | Added to | 779,104 | 57,708 | 7.25% | 7.44% | 119 | +680 | 0.09% | Q4 2025 | Jan 07, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 774,796 | 57,389 | 0.02% | 0.02% | 120 | +32,824 | 4.42% | Q4 2025 | Feb 17, 2026 |
| EAGLE ROCK INVESTMENT COMPANY, LLC | History | Added to | 771,262 | 57,127 | 8.06% | 8.39% | 121 | +2,213 | 0.29% | Q4 2025 | Jan 14, 2026 |
| Compound Planning, Inc. | History | Added to | 764,845 | 56,652 | 1.66% | 1.59% | 122 | +102,002 | 15.39% | Q4 2025 | Feb 19, 2026 |
| Newton One Investments LLC | History | Added to | 759,888 | 56,284 | 16.6% | 16.66% | 123 | +3,240 | 0.43% | Q4 2025 | Jan 23, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 758,499 | 56,182 | 0.05% | 0.04% | 124 | +102,106 | 15.56% | Q4 2025 | Feb 13, 2026 |
| EP Wealth Advisors, LLC | History | New | 758,193 | 56,159 | 0.29% | — | 125 | +758,193 | New | Q4 2025 | Feb 18, 2026 |
| BLUESTEM FINANCIAL ADVISORS, LLC | History | Added to | 745,166 | 55,194 | 21.32% | 21.5% | 126 | +6,355 | 0.86% | Q4 2025 | Jan 21, 2026 |
| Twele Capital Management, Inc. | History | Added to | 737,256 | 54,608 | 9.76% | 9.56% | 127 | +40,588 | 5.83% | Q4 2025 | Jan 09, 2026 |
| Essential Planning, LLC. | History | Reduced | 736,279 | 54,536 | 17.39% | 19.54% | 128 | -26,950 | -3.53% | Q4 2025 | Jan 15, 2026 |
| Symmetry Partners, LLC | History | Added to | 736,205 | 54,530 | 3.23% | 5.3% | 129 | +81,236 | 12.4% | Q4 2025 | Jan 27, 2026 |
| Cambridge Advisors Inc. | History | Added to | 730,593 | 54,115 | 10.3% | 10.1% | 130 | +35,860 | 5.16% | Q4 2025 | Jan 21, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 727,515 | 53,887 | 0.43% | 0.53% | 131 | -624,161 | -46.18% | Q4 2025 | Feb 13, 2026 |
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | History | No change | 720,000 | 53,330 | 1.78% | 1.97% | 132 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Trilogy Capital Inc. | History | Added to | 717,453 | 53,141 | 2.37% | 2.33% | 133 | +40,747 | 6.02% | Q4 2025 | Jan 22, 2026 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | History | Added to | 716,492 | 53,070 | 0.82% | 0.86% | 134 | +87,418 | 13.9% | Q4 2025 | Feb 17, 2026 |
| West Financial Advisors, LLC | History | Reduced | 712,921 | 52,806 | 8.91% | 9.93% | 135 | -94,493 | -11.7% | Q4 2025 | Jan 13, 2026 |
| TSG Advice Partners, LLC | History | New | 708,793 | 52,500 | 8.01% | — | 136 | +708,793 | New | Q4 2025 | Feb 17, 2026 |
| Zhang Financial LLC | History | Added to | 691,645 | 51,230 | 1.91% | 1.91% | 137 | +59,809 | 9.47% | Q4 2025 | Feb 10, 2026 |
| SimpliFi, Inc. | History | New | 679,847 | 50,356 | 21.3% | — | 138 | +679,847 | New | Q4 2025 | Jan 23, 2026 |
| Arkos Global Advisors | History | Added to | 678,723 | 50,273 | 6.42% | 5.83% | 139 | +63,243 | 10.28% | Q4 2025 | Feb 13, 2026 |
| Equitable Holdings, Inc. | History | Added to | 678,524 | 50,258 | 0.34% | 0.36% | 140 | +12,779 | 1.92% | Q4 2025 | Feb 17, 2026 |
| Amicus Financial Advisors, LLC | History | New | 674,499 | 49,960 | 13.93% | — | 141 | +674,499 | New | Q4 2025 | Mar 02, 2026 |
| RIVERSEDGE ADVISORS, LLC | History | Added to | 669,857 | 49,616 | 8.07% | 7.51% | 142 | +67,012 | 11.12% | Q4 2025 | Jan 07, 2026 |
| Karpus Management, Inc. | History | Added to | 665,035 | 49,259 | 1.51% | 1.18% | 143 | +163,119 | 32.5% | Q4 2025 | Feb 17, 2026 |
| RAINEY & RANDALL WEALTH ADVISORS INC. | History | Added to | 664,305 | 49,205 | 8.03% | 8.16% | 144 | +7,408 | 1.13% | Q4 2025 | Jan 27, 2026 |
| Howard Capital Management Inc. | History | No change | 661,100 | 48,967 | 0.63% | 0.65% | 145 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| GuidedMoney, LLC | History | New | 659,718 | 48,865 | 26.1% | — | 146 | +659,718 | New | Q4 2025 | Feb 23, 2026 |
| Boston Partners | History | Added to | 620,871 | 45,987 | 0.05% | 0.05% | 147 | +22,711 | 3.8% | Q4 2025 | Feb 13, 2026 |
| Crewe Advisors LLC | History | Added to | 604,549 | 44,778 | 3.97% | 4.09% | 148 | +28,019 | 4.86% | Q4 2025 | Jan 16, 2026 |
| Silver Oak Advisory Group, Inc. | History | Added to | 593,754 | 43,979 | 19.88% | 19.69% | 149 | +8,490 | 1.45% | Q4 2025 | Feb 03, 2026 |
| HORIZON BANCORP INC /IN/ | History | Reduced | 593,361 | 43,950 | 21.39% | 21.41% | 150 | -10,219 | -1.69% | Q4 2025 | Feb 11, 2026 |
| Gridiron Partners, LLC | History | Added to | 592,019 | 43,850 | 24.98% | 24.93% | 151 | +567,928 | 2357.43% | Q4 2025 | Jan 08, 2026 |
| TECTONIC ADVISORS LLC | History | Added to | 589,590 | 43,670 | 2.3% | 2.39% | 152 | +1,866 | 0.32% | Q4 2025 | Jan 23, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | New | 577,473 | 42,773 | 2.54% | — | 153 | +577,473 | New | Q4 2025 | Feb 17, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 577,158 | 42,750 | 0.42% | 0.41% | 154 | +36,521 | 6.76% | Q4 2025 | Feb 13, 2026 |
| &PARTNERS | History | Added to | 558,741 | 41,821 | 0.22% | 0.24% | 155 | +45,895 | 8.95% | Q4 2025 | Feb 17, 2026 |
| RFG Advisory, LLC | History | Reduced | 560,038 | 41,482 | 0.78% | 0.93% | 156 | -47,265 | -7.78% | Q4 2025 | Feb 03, 2026 |
| Steele Capital Management, Inc. | History | Added to | 559,145 | 41,415 | 1.78% | 1.82% | 157 | +8,317 | 1.51% | Q4 2025 | Jan 27, 2026 |
| Journey Advisory Group, LLC | History | Added to | 550,053 | 40,742 | 3.43% | 2.88% | 158 | +26,727 | 5.11% | Q4 2025 | Jan 27, 2026 |
| Storen Legacy Partners, LLC | History | New | 549,681 | 40,714 | 12.77% | — | 159 | +549,681 | New | Q4 2025 | Mar 05, 2026 |
| BURRUS FINANCIAL SERVICES, INC. | History | Reduced | 464,371 | 40,218 | 22.87% | 34.78% | 160 | -554,918 | -54.44% | Q4 2025 | Jan 30, 2026 |
| Jordan Park Group LLC | History | Added to | 530,977 | 39,329 | 2.28% | 1.65% | 161 | +141,347 | 36.28% | Q4 2025 | Feb 10, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 530,483 | 39,292 | 0.8% | 0.8% | 162 | +56,044 | 11.81% | Q4 2025 | Feb 09, 2026 |
| ASPIRIANT, LLC | History | Reduced | 526,032 | 38,963 | 1.12% | 1.24% | 163 | -18,708 | -3.43% | Q4 2025 | Jan 20, 2026 |
| TD Capital Management LLC | History | Added to | 523,900 | 38,805 | 3.44% | 3.39% | 164 | +17,994 | 3.56% | Q4 2025 | Feb 26, 2026 |
| ALM First Financial Advisors, LLC | History | No change | 517,396 | 38,323 | 7.59% | 7.77% | 165 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Astoria Strategic Wealth, Inc. | History | Added to | 516,682 | 38,270 | 9.63% | 9.58% | 166 | +7,396 | 1.45% | Q4 2025 | Feb 05, 2026 |
| Stordahl Capital Management, Inc. | History | Added to | 514,675 | 38,121 | 7.85% | 7.83% | 167 | +13,119 | 2.62% | Q4 2025 | Jan 27, 2026 |
| Financial Management Professionals, Inc. | History | Added to | 513,784 | 38,056 | 3.92% | 3.74% | 168 | +30,220 | 6.25% | Q4 2025 | Jan 27, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Added to | 509,225 | 37,820 | 0.49% | 0.4% | 169 | +83,228 | 19.54% | Q4 2025 | Feb 03, 2026 |
| Eaton-Cambridge Inc. | History | Added to | 507,753 | 37,609 | 12.34% | 12.02% | 170 | +43,071 | 9.27% | Q4 2025 | Feb 13, 2026 |
| Charles Schwab Trust Co | History | Added to | 502,274 | 37,203 | 2.44% | 2.42% | 171 | +22,472 | 4.68% | Q4 2025 | Jan 09, 2026 |
| CITIGROUP INC | History | Reduced | 496,270 | 36,758 | 0.02% | 0.04% | 172 | -635,761 | -56.16% | Q4 2025 | Feb 13, 2026 |
| Sherwood Financial Partners, LLC | History | Added to | 491,967 | 36,439 | 31.41% | 31.13% | 173 | +11,990 | 2.5% | Q4 2025 | Feb 18, 2026 |
| Avior Wealth Management, LLC | History | Added to | 489,125 | 36,229 | 1.13% | 1.13% | 174 | +18,649 | 3.96% | Q4 2025 | Jan 06, 2026 |
| Index Fund Advisors, Inc. | History | Added to | 482,819 | 35,762 | 1.68% | 1.71% | 175 | +8,812 | 1.86% | Q4 2025 | Jan 29, 2026 |
| Roble, Belko & Company, Inc | History | Added to | 478,294 | 35,427 | 4.64% | 4.78% | 176 | +4,283 | 0.9% | Q4 2025 | Jan 12, 2026 |
| Dunhill Financial, LLC | History | Added to | 467,173 | 35,348 | 8.64% | 8.19% | 177 | +44,847 | 10.62% | Q4 2025 | Jan 29, 2026 |
| N.E.W. Advisory Services LLC | History | Added to | 475,245 | 35,201 | 2.6% | 2.98% | 178 | +25,985 | 5.78% | Q4 2025 | Jan 28, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Added to | 601,222 | 33,789 | 3.7% | 3.52% | 179 | +185,800 | 44.73% | Q4 2025 | Feb 18, 2026 |
| SCS Capital Management LLC | History | Reduced | 454,125 | 33,637 | 0.36% | 0.43% | 180 | -78,166 | -14.68% | Q4 2025 | Feb 10, 2026 |
| RIA Advisory Group LLC | History | Added to | 453,185 | 33,567 | 8.07% | 7.86% | 181 | +40,755 | 9.88% | Q4 2025 | Feb 02, 2026 |
| STRATEGIC ADVISORY PARTNERS, LLC | History | New | 446,556 | 33,076 | 27.44% | — | 182 | +446,556 | New | Q4 2025 | Mar 03, 2026 |
| SNS Financial Group, LLC | History | Added to | 443,051 | 32,816 | 2.83% | 2.78% | 183 | +12,494 | 2.9% | Q4 2025 | Feb 02, 2026 |
| Hirtle Callaghan & Co LLC | History | Reduced | 440,645 | 32,638 | 1.11% | 1.2% | 184 | -19,217 | -4.18% | Q4 2025 | Feb 04, 2026 |
| Private Advisor Group, LLC | History | Reduced | 440,085 | 32,597 | 0.15% | 0.16% | 185 | -1,954 | -0.44% | Q4 2025 | Feb 17, 2026 |
| Carr Financial Group Corp | History | Added to | 434,354 | 32,172 | 8.55% | 8.5% | 186 | +17,931 | 4.31% | Q4 2025 | Jan 09, 2026 |
| Bare Financial Services, Inc | History | Added to | 431,766 | 31,980 | 8.9% | 8.53% | 187 | +47,618 | 12.4% | Q4 2025 | Feb 06, 2026 |
| Tenon Financial LLC | History | Added to | 430,069 | 31,855 | 13.43% | 12.15% | 188 | +111,858 | 35.15% | Q4 2025 | Jan 16, 2026 |
| Great Waters Wealth Management | History | Reduced | 429,826 | 31,837 | 3.5% | 4.18% | 189 | -46,023 | -9.67% | Q4 2025 | Jan 15, 2026 |
| Level Wealth Management LLC | History | Added to | 421,702 | 31,235 | 15.97% | 16.04% | 190 | +11,825 | 2.89% | Q4 2025 | Feb 02, 2026 |
| Sound Stewardship, LLC | History | Added to | 418,064 | 30,966 | 14.84% | 14.24% | 191 | +19,135 | 4.8% | Q4 2025 | Jan 30, 2026 |
| KWMG, LLC | History | Added to | 412,680 | 30,567 | 2.63% | 2.61% | 192 | +12,539 | 3.13% | Q4 2025 | Jan 16, 2026 |
| NewSquare Capital LLC | History | Reduced | 411,808 | 30,502 | 2.69% | 2.28% | 193 | -40,149 | -8.88% | Q4 2025 | Feb 17, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 407,611 | 30,191 | 2.52% | 2.79% | 194 | -43,879 | -9.72% | Q4 2025 | Feb 13, 2026 |
| Stephens Consulting, LLC | History | Added to | 407,094 | 30,153 | 9.74% | 10.19% | 195 | +6,890 | 1.72% | Q4 2025 | Jan 13, 2026 |
| Global Wealth Strategies & Associates | History | Added to | 404,199 | 29,939 | 7.46% | 7.39% | 196 | +17,486 | 4.52% | Q4 2025 | Jan 02, 2026 |
| Financiere des Professionnels - Fonds d'investissement inc. | History | No change | 400,700 | 29,679 | 1.68% | 1.72% | 197 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Gibson Wealth Advisors LLC | History | Added to | 400,460 | 29,662 | 20.33% | 20.09% | 198 | +21,463 | 5.66% | Q4 2025 | Jan 13, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 399,666 | 29,603 | 0.95% | 1.08% | 199 | -102,047 | -20.34% | Q4 2025 | Jan 09, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 398,501 | 29,516 | 0.46% | 0.48% | 200 | +6,349 | 1.62% | Q4 2025 | Feb 12, 2026 |
| BIP Wealth, LLC | History | Added to | 393,709 | 29,162 | 1.03% | 1.21% | 201 | +64,073 | 19.44% | Q4 2025 | Jan 21, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 389,927 | 28,881 | 0.37% | 0.35% | 202 | +38,832 | 11.06% | Q4 2025 | Feb 05, 2026 |
| Prestige Wealth Management Group LLC | History | Added to | 388,581 | 28,782 | 5.49% | 5.46% | 203 | +8,312 | 2.19% | Q4 2025 | Feb 11, 2026 |
| BHK Investment Advisors, LLC | History | Added to | 387,158 | 28,676 | 9.42% | 9.43% | 204 | +47,569 | 14.01% | Q4 2025 | Feb 03, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 385,281 | 28,537 | 0.05% | 0.04% | 205 | +140,884 | 57.65% | Q4 2025 | Mar 16, 2026 |
| MA Private Wealth | History | Reduced | 383,342 | 28,394 | 4.74% | 5.62% | 206 | -66,312 | -14.75% | Q4 2025 | Feb 03, 2026 |
| Summit Wealth Group, LLC | History | Added to | 379,709 | 28,125 | 6.57% | 6.56% | 207 | +14,792 | 4.05% | Q4 2025 | Feb 06, 2026 |
| Visionary Wealth Advisors | History | Added to | 377,810 | 27,984 | 1.26% | 1.26% | 208 | +13,558 | 3.72% | Q4 2025 | Feb 13, 2026 |
| TOMPKINS FINANCIAL CORP | History | Added to | 377,799 | 27,983 | 2.18% | 1.92% | 209 | +69,506 | 22.55% | Q4 2025 | Jan 08, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 377,716 | 27,977 | 0.05% | 0.06% | 210 | -31,927 | -7.79% | Q4 2025 | Feb 17, 2026 |
| Gotham Asset Management, LLC | History | Added to | 377,226 | 27,941 | 0.1% | 0.12% | 211 | +17,284 | 4.8% | Q4 2025 | Feb 17, 2026 |
| G2 CAPITAL MANAGEMENT, LLC / OH | History | Added to | 376,184 | 27,863 | 6.72% | 7.01% | 212 | +2,844 | 0.76% | Q4 2025 | Jan 23, 2026 |
| New Jersey Better Educational Savings Trust | History | No change | 373,365 | 27,655 | 47.08% | 47.07% | 213 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| White Lighthouse Investment Management Inc. | History | Added to | 371,289 | 27,501 | 3.84% | 3.59% | 214 | +54,509 | 17.21% | Q4 2025 | Feb 09, 2026 |
| Legacy Private Trust Co. | History | Reduced | 365,993 | 27,109 | 1.59% | 1.65% | 215 | -5,854 | -1.57% | Q4 2025 | Jan 08, 2026 |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | History | Added to | 365,175 | 27,048 | 3.9% | 3.75% | 216 | +20,639 | 5.99% | Q4 2025 | Feb 06, 2026 |
| Werba Rubin Papier Wealth Management | History | Added to | 360,595 | 26,709 | 7.24% | 3.01% | 217 | +109,775 | 43.77% | Q4 2025 | Jan 27, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 360,439 | 26,697 | 0.04% | 0.04% | 218 | -4,024 | -1.1% | Q4 2025 | Jan 15, 2026 |
| Beacon Harbor Wealth Advisors, Inc. | History | Added to | 359,616 | 26,636 | 5.9% | 5.86% | 219 | +22,312 | 6.61% | Q4 2025 | Jan 23, 2026 |
| Sightline Wealth Advisors, LLC | History | Added to | 358,522 | 26,555 | 11.32% | 10.9% | 220 | +33,810 | 10.41% | Q4 2025 | Jan 26, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 357,882 | 26,508 | 1.73% | 1.69% | 221 | +24,766 | 7.43% | Q4 2025 | Jan 23, 2026 |
| Verus Advisory, Inc. | History | New | 354,323 | 26,312 | 17.17% | — | 222 | +354,323 | New | Q4 2025 | Feb 20, 2026 |
| WBH ADVISORY INC | History | Added to | 353,925 | 26,215 | 1.94% | 1.92% | 223 | +15,215 | 4.49% | Q4 2025 | Jan 26, 2026 |
| Prudent Man Advisors, LLC | History | Reduced | 353,591 | 26,190 | 9.53% | 9.76% | 224 | -2,763 | -0.78% | Q4 2025 | Feb 11, 2026 |
| Hills Bank & Trust Co | History | Reduced | 352,268 | 26,092 | 1.52% | 1.56% | 225 | -3,472 | -0.98% | Q4 2025 | Feb 05, 2026 |
| Fonville Wealth Management LLC | History | Added to | 344,632 | 25,526 | 5.22% | 5.38% | 226 | +23,240 | 7.23% | Q4 2025 | Jan 23, 2026 |
| BROWN ADVISORY INC | History | Added to | 342,877 | 25,396 | 0.04% | 0.01% | 227 | +220,955 | 181.23% | Q4 2025 | Feb 13, 2026 |
| WESBANCO BANK INC | History | Added to | 342,499 | 25,368 | 0.7% | 0.7% | 228 | +3,860 | 1.14% | Q4 2025 | Feb 03, 2026 |
| KRM WEALTH MANAGEMENT L.L.C. | History | New | 342,452 | 25,365 | 13.91% | — | 229 | +342,452 | New | Q4 2025 | Apr 07, 2026 |
| Waverly Advisors, LLC | History | Added to | 340,430 | 25,215 | 0.2% | 0.23% | 230 | +30,049 | 9.68% | Q4 2025 | Feb 17, 2026 |
| BARCLAYS PLC | History | Added to | 334,897 | 24,805 | 0.01% | 0.0% | 231 | +87,322 | 35.27% | Q4 2025 | Feb 13, 2026 |
| Addison Capital Co | History | Added to | 334,702 | 24,792 | 6.19% | 5.18% | 232 | +99,110 | 42.07% | Q4 2025 | Feb 02, 2026 |
| Ameraudi Asset Management, Inc. | History | Added to | 334,158 | 24,751 | 13.6% | 10.91% | 233 | +91,530 | 37.72% | Q4 2025 | Feb 11, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 333,884 | 24,730 | 1.32% | 1.3% | 234 | +25,135 | 8.14% | Q4 2025 | Jan 20, 2026 |
| Vermillion Wealth Management, Inc. | History | Added to | 332,428 | 24,622 | 10.01% | 6.37% | 235 | +15,301 | 4.82% | Q4 2025 | Feb 11, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 323,479 | 23,960 | 0.03% | 0.04% | 236 | -13,251 | -3.94% | Q4 2025 | Feb 10, 2026 |
| Smithfield Trust Co | History | Reduced | 321,815 | 23,823 | 1.05% | 1.12% | 237 | -15,566 | -4.61% | Q4 2025 | Feb 09, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 320,092 | 23,709 | 0.15% | 0.24% | 238 | -182,889 | -36.36% | Q4 2025 | Jan 29, 2026 |
| Mallini Complete Financial Planning LLC | History | Reduced | 318,197 | 23,568 | 18.94% | 19.39% | 239 | -2,442 | -0.76% | Q4 2025 | Jan 06, 2026 |
| Main Management LLC | History | Reduced | 317,481 | 23,516 | 1.69% | 1.75% | 240 | -4,431 | -1.38% | Q4 2025 | Feb 10, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 317,065 | 23,484 | 0.01% | 0.01% | 241 | +27,418 | 9.47% | Q4 2025 | Feb 12, 2026 |
| Luminvest Wealth Management LLC | History | Added to | 315,871 | 23,396 | 6.49% | 6.41% | 242 | +51,517 | 19.49% | Q4 2025 | Jan 26, 2026 |
| Regent Peak Wealth Advisors LLC | History | Reduced | 313,169 | 23,196 | 4.57% | 4.74% | 243 | -4,805 | -1.51% | Q4 2025 | Jan 08, 2026 |
| Wealth Analytics Partners, LLC | History | New | 312,655 | 23,158 | 9.08% | — | 244 | +312,655 | New | Q4 2025 | Feb 17, 2026 |
| Five Pine Wealth Management | History | Added to | 310,491 | 22,998 | 14.75% | 14.87% | 245 | +14,798 | 5.0% | Q4 2025 | Jan 21, 2026 |
| FMR LLC | History | Added to | 309,033 | 22,890 | 0.0% | 0.0% | 246 | +7,013 | 2.32% | Q4 2025 | Feb 17, 2026 |
| Coppell Advisory Solutions LLC | History | Added to | 300,671 | 22,330 | 2.2% | 2.1% | 247 | +34,738 | 13.06% | Q4 2025 | Feb 17, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 299,215 | 22,162 | 0.67% | 0.68% | 248 | -785 | -0.26% | Q4 2025 | Feb 11, 2026 |
| FOSTER & MOTLEY INC | History | Added to | 296,362 | 21,952 | 1.17% | 0.95% | 249 | +59,767 | 25.26% | Q4 2025 | Jan 15, 2026 |
| Golden Bell Financial Planning LLC | History | Added to | 295,605 | 21,895 | 18.23% | 19.04% | 250 | +975 | 0.33% | Q4 2025 | Feb 03, 2026 |
| Capital Asset Advisory Services LLC | History | Reduced | 293,564 | 21,776 | 0.88% | 0.95% | 251 | -957 | -0.32% | Q4 2025 | Jan 09, 2026 |
| BlueStem Wealth Partners, LLC | History | Added to | 291,064 | 21,559 | 2.38% | 2.22% | 252 | +29,810 | 11.41% | Q4 2025 | Feb 06, 2026 |
| Ellevest, Inc. | History | Added to | 289,840 | 21,468 | 2.97% | 2.8% | 253 | +26,219 | 9.95% | Q4 2025 | Feb 10, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 288,273 | 21,349 | 0.02% | 0.02% | 254 | +40,833 | 16.5% | Q4 2025 | Feb 17, 2026 |
| Hobart Private Capital, LLC | History | Reduced | 288,050 | 21,335 | 4.16% | 4.51% | 255 | -1,719 | -0.59% | Q4 2025 | Jan 27, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 287,153 | 21,269 | 0.37% | 0.44% | 256 | +5,697 | 2.02% | Q4 2025 | Feb 19, 2026 |
| Litman Gregory Wealth Management LLC | History | Added to | 285,989 | 21,183 | 1.55% | 1.35% | 257 | +41,419 | 16.94% | Q4 2025 | Feb 12, 2026 |
| Leonard Rickey Investment Advisors P.L.L.C. | History | Added to | 281,885 | 20,879 | 3.78% | 3.9% | 258 | +3,035 | 1.09% | Q4 2025 | Jan 14, 2026 |
| ATMOS ADVISORY, LLC | History | Added to | 281,723 | 20,867 | 12.09% | 12.74% | 259 | +661 | 0.24% | Q4 2025 | Jan 21, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 280,899 | 20,806 | 0.23% | 0.19% | 260 | +54,334 | 23.98% | Q4 2025 | Feb 02, 2026 |
| Greenbush Financial Group, LLC | History | Added to | 280,724 | 20,793 | 7.07% | 7.27% | 261 | +25,933 | 10.18% | Q4 2025 | Jan 20, 2026 |
| BANK OF HAWAII | History | Added to | 279,579 | 20,708 | 1.02% | 0.9% | 262 | +37,640 | 15.56% | Q4 2025 | Mar 03, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 279,252 | 20,684 | 0.05% | 0.05% | 263 | -23,302 | -7.7% | Q4 2025 | Feb 11, 2026 |
| Atria Investments, Inc | History | Added to | 278,936 | 20,660 | 0.23% | 0.21% | 264 | +28,109 | 11.21% | Q4 2025 | Feb 05, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 276,648 | 20,491 | 0.11% | 0.1% | 265 | +27,507 | 11.04% | Q4 2025 | Jan 29, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 276,298 | 20,465 | 0.85% | 0.81% | 266 | +16,740 | 6.45% | Q4 2025 | Feb 09, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 274,671 | 20,344 | 0.11% | 0.11% | 267 | +9,290 | 3.5% | Q4 2025 | Feb 12, 2026 |
| Veery Capital, LLC | History | Added to | 273,635 | 20,268 | 6.22% | 6.3% | 268 | +5,207 | 1.94% | Q4 2025 | Jan 27, 2026 |
| Cherry Tree Wealth Management, LLC | History | Added to | 272,186 | 20,160 | 4.26% | 4.4% | 269 | +2,952 | 1.1% | Q4 2025 | Feb 10, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 272,061 | 20,151 | 0.71% | 1.38% | 270 | -213,733 | -44.0% | Q4 2025 | Feb 04, 2026 |
| Acorn Wealth Advisors, LLC | History | Added to | 266,405 | 19,732 | 5.88% | 5.72% | 271 | +20,836 | 8.48% | Q4 2025 | Feb 10, 2026 |
| Greenspring Advisors, LLC | History | Added to | 261,126 | 19,341 | 1.19% | 1.02% | 272 | +183,482 | 236.31% | Q4 2025 | Feb 10, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | Added to | 260,374 | 19,324 | 1.3% | 1.47% | 273 | +6,767 | 2.67% | Q4 2025 | Feb 13, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 260,434 | 19,290 | 1.09% | 1.13% | 274 | +106 | 0.04% | Q4 2025 | Jan 14, 2026 |
| Yeomans Consulting Group, Inc. | History | New | 259,795 | 19,243 | 5.64% | — | 275 | +259,795 | New | Q4 2025 | Jan 07, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Added to | 258,238 | 19,127 | 0.21% | 0.17% | 276 | +57,106 | 28.39% | Q4 2025 | Feb 12, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 253,956 | 18,810 | 0.11% | 0.01% | 277 | +242,566 | 2129.64% | Q4 2025 | Feb 17, 2026 |
| McNaughton Wealth Management, LLC | History | Added to | 250,411 | 18,547 | 7.64% | 7.8% | 278 | +1,694 | 0.68% | Q4 2025 | Jan 12, 2026 |
| Financial Architects, LLC | History | Added to | 250,044 | 18,520 | 9.96% | 9.93% | 279 | +15,034 | 6.4% | Q4 2025 | Jan 21, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 17,484,728 | 18,495 | 0.34% | 0.36% | 280 | +302 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Courage Miller Partners, LLC | History | Reduced | 249,376 | 18,471 | 5.56% | 5.6% | 281 | -1,977 | -0.79% | Q4 2025 | Jan 26, 2026 |
| ROGCO, LP | History | Added to | 248,609 | 18,414 | 6.1% | 6.27% | 282 | +8,555 | 3.56% | Q4 2025 | Jan 30, 2026 |
| ESG Planning DBA Harper Investing | History | Added to | 247,424 | 18,326 | 7.89% | 8.31% | 283 | +12,885 | 5.49% | Q4 2025 | Feb 04, 2026 |
| Vannoy Advisory Group, Inc. | History | Added to | 246,324 | 18,245 | 11.56% | 11.53% | 284 | +9,061 | 3.82% | Q4 2025 | Jan 15, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Added to | 245,539 | 18,187 | 1.42% | 1.47% | 285 | +2,059 | 0.85% | Q4 2025 | Jan 23, 2026 |
| Cadence Bank | History | Added to | 245,309 | 18,170 | 1.06% | 0.99% | 286 | +25,949 | 11.83% | Q4 2025 | Jan 30, 2026 |
| Bear Mountain Capital, Inc. | History | Added to | 244,100 | 18,141 | 5.86% | 6.08% | 287 | +2,342 | 0.97% | Q4 2025 | Jan 22, 2026 |
| IMA Advisory Services, Inc. | History | Added to | 242,790 | 17,983 | 1.73% | 1.64% | 288 | +24,186 | 11.06% | Q4 2025 | Feb 11, 2026 |
| PFG Advisors | History | Added to | 241,743 | 17,905 | 0.87% | 0.72% | 289 | +4,388 | 1.85% | Q4 2025 | Jan 27, 2026 |
| Modera Wealth Management, LLC | History | Added to | 237,546 | 17,595 | 0.2% | 0.18% | 290 | +25,912 | 12.24% | Q4 2025 | Jan 21, 2026 |
| Tide Cove Capital Partners LLC | History | Added to | 236,125 | 17,521 | 12.09% | 11.31% | 291 | +38,435 | 19.44% | Q4 2025 | Feb 10, 2026 |
| FDx Advisors, Inc. | History | Added to | 233,682 | 17,309 | 8.83% | 5.12% | 292 | +4,613 | 2.01% | Q4 2025 | Feb 10, 2026 |
| BFSG, LLC | History | Added to | 232,434 | 17,216 | 1.67% | 1.61% | 293 | +8,256 | 3.68% | Q4 2025 | Jan 22, 2026 |
| Prospera Capital Management, LLC | History | Added to | 229,881 | 17,027 | 8.59% | 7.41% | 294 | +23,481 | 11.38% | Q4 2025 | Jan 20, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Added to | 228,636 | 16,935 | 1.17% | 1.14% | 295 | +23,632 | 11.53% | Q4 2025 | Feb 02, 2026 |
| Roundview Capital LLC | History | Added to | 228,546 | 16,928 | 1.04% | 0.98% | 296 | +19,248 | 9.2% | Q4 2025 | Feb 09, 2026 |
| Drucker Wealth 3.0, LLC | History | Reduced | 225,010 | 16,666 | 2.93% | 3.21% | 297 | -17,629 | -7.27% | Q4 2025 | Feb 03, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 222,680 | 16,493 | 0.42% | 0.42% | 298 | +2,846 | 1.29% | Q4 2025 | Feb 03, 2026 |
| TIFF ADVISORY SERVICES, LLC | History | New | 221,743 | 16,424 | 2.83% | — | 299 | +221,743 | New | Q4 2025 | Feb 09, 2026 |
| PDS Planning, Inc | History | Added to | 220,923 | 16,363 | 1.09% | 1.13% | 300 | +831 | 0.38% | Q4 2025 | Jan 26, 2026 |
| Asset Management One Co., Ltd. | History | Added to | 220,160 | 16,357 | 0.05% | 0.05% | 301 | +7,320 | 3.44% | Q4 2025 | Jan 27, 2026 |
| SlateStone Wealth, LLC | History | Added to | 220,336 | 16,320 | 1.37% | 1.35% | 302 | +10,556 | 5.03% | Q4 2025 | Feb 11, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 220,337 | 16,320 | 1.89% | 2.7% | 303 | +8,696 | 4.11% | Q4 2025 | Feb 13, 2026 |
| NWAM LLC | History | Added to | 218,880 | 16,244 | 0.91% | 0.88% | 304 | +2,057 | 0.95% | Q4 2025 | Feb 04, 2026 |
| Aspire Capital Advisors LLC | History | Added to | 218,493 | 16,183 | 3.8% | 3.93% | 305 | +4,042 | 1.88% | Q4 2025 | Jan 16, 2026 |
| Whelan Financial | History | Added to | 218,253 | 16,166 | 5.05% | 5.01% | 306 | +5,870 | 2.76% | Q4 2025 | Feb 02, 2026 |
| FOCUS Wealth Advisors, LLC | History | Reduced | 217,991 | 16,146 | 7.51% | 7.83% | 307 | -1,103 | -0.5% | Q4 2025 | Jan 09, 2026 |
| FIL Ltd | History | Added to | 217,316 | 16,096 | 0.01% | 0.01% | 308 | +1,967 | 0.91% | Q4 2025 | Feb 17, 2026 |
| REBALANCE, LLC | History | Added to | 213,877 | 15,841 | 0.93% | 0.93% | 309 | +5,946 | 2.86% | Q4 2025 | Jan 15, 2026 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | History | Reduced | 213,482 | 15,812 | 2.07% | 2.59% | 310 | -51,455 | -19.42% | Q4 2025 | Feb 10, 2026 |
| CMG Global Holdings, LLC | History | Added to | 213,905 | 15,807 | 7.02% | 6.87% | 311 | +25,953 | 13.81% | Q4 2025 | Feb 05, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | Reduced | 211,340 | 15,653 | 1.72% | 1.98% | 312 | -15,779 | -6.95% | Q4 2025 | Feb 13, 2026 |
| Dynamic Wealth Strategies, LLC | History | Added to | 209,268 | 15,500 | 9.23% | 7.93% | 313 | +49,606 | 31.07% | Q4 2025 | Feb 04, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 209,061 | 15,485 | 0.16% | 0.16% | 314 | -2,991 | -1.41% | Q4 2025 | Jan 13, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Reduced | 208,298 | 15,428 | 0.99% | 1.04% | 315 | -3,780 | -1.78% | Q4 2025 | Jan 26, 2026 |
| UMB Bank, n.a. | History | Added to | 206,996 | 15,332 | 0.2% | 0.04% | 316 | +170,338 | 464.67% | Q4 2025 | Feb 13, 2026 |
| TLT Family Holdco ULC | History | Reduced | 203,100 | 15,043 | 1.65% | 3.52% | 317 | -315,900 | -60.87% | Q4 2025 | Feb 13, 2026 |
| Attessa Capital LLC | History | Added to | 202,721 | 15,015 | 8.21% | 8.29% | 318 | +13,731 | 7.27% | Q4 2025 | Jan 06, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 202,428 | 14,993 | 0.23% | 0.01% | 319 | +193,114 | 2073.37% | Q4 2025 | Jan 13, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 201,710 | 14,940 | 0.3% | 0.33% | 320 | +12,437 | 6.57% | Q4 2025 | Feb 03, 2026 |
| Arbor Investment Advisors, LLC | History | Reduced | 200,979 | 14,886 | 1.96% | 1.96% | 321 | -6,849 | -3.3% | Q4 2025 | Jan 23, 2026 |
| Estate Counselors, LLC | History | Added to | 200,440 | 14,846 | 1.24% | 1.25% | 322 | +5,370 | 2.75% | Q4 2025 | Feb 02, 2026 |
| Pearl Planning LLC | History | New | 198,406 | 14,695 | 8.99% | — | 323 | +198,406 | New | Q4 2025 | Feb 03, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 197,164 | 14,603 | 0.04% | 0.05% | 324 | -3,550 | -1.77% | Q4 2025 | Jan 26, 2026 |
| Tribridge Partners Financial LLC | History | Added to | 196,073 | 14,523 | 6.09% | 5.94% | 325 | +22,301 | 12.83% | Q4 2025 | Jan 26, 2026 |
| Alley Investment Management Company, LLC | History | Added to | 195,654 | 14,492 | 1.7% | 1.69% | 326 | +50 | 0.03% | Q4 2025 | Jan 27, 2026 |
| Wrenne Financial Planning LLC | History | Added to | 195,481 | 14,479 | 5.89% | 6.05% | 327 | +5,199 | 2.73% | Q4 2025 | Feb 10, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 195,107 | 14,451 | 0.11% | — | 328 | +195,107 | New | Q4 2025 | Feb 18, 2026 |
| UNITED SERVICES AUTOMOBILE ASSOCIATION | History | Added to | 193,850 | 14,358 | 0.91% | 0.95% | 329 | +10,360 | 5.65% | Q4 2025 | Feb 04, 2026 |
| Baird Financial Group, Inc. | History | Added to | 193,401 | 14,325 | 0.02% | 0.02% | 330 | +19,192 | 11.02% | Q4 2025 | Feb 13, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 193,214 | 14,311 | 0.37% | 0.38% | 331 | +5,889 | 3.14% | Q4 2025 | Feb 17, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | New | 192,852 | 14,284 | 2.36% | — | 332 | +192,852 | New | Q4 2025 | Feb 18, 2026 |
| Continuum Advisory, LLC | History | Added to | 191,469 | 14,182 | 1.42% | 1.45% | 333 | +7,578 | 4.12% | Q4 2025 | Feb 11, 2026 |
| LVW Advisors, LLC | History | Added to | 191,280 | 14,168 | 1.44% | 1.41% | 334 | +5,094 | 2.74% | Q4 2025 | Jan 14, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 190,084 | 14,117 | 0.54% | 0.33% | 335 | +118,054 | 163.9% | Q4 2025 | Feb 13, 2026 |
| Tanager Wealth Management LLP | History | Reduced | 187,605 | 13,895 | 1.39% | 1.49% | 336 | -3,035 | -1.59% | Q4 2025 | Jan 26, 2026 |
| Focused Wealth Management, Inc | History | Added to | 187,395 | 13,880 | 1.45% | 1.34% | 337 | +18,238 | 10.78% | Q4 2025 | Jan 29, 2026 |
| Platt Investment Counsel, LLC | History | Added to | 187,104 | 13,858 | 10.24% | 7.28% | 338 | +62,750 | 50.46% | Q4 2025 | Jan 07, 2026 |
| ASSOCIATED BANC-CORP | History | Added to | 184,844 | 13,691 | 0.35% | 0.36% | 339 | +2,022 | 1.11% | Q4 2025 | Feb 06, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 183,448 | 13,587 | 0.19% | 0.05% | 340 | +124,652 | 212.01% | Q4 2025 | Feb 02, 2026 |
| Vise Technologies, Inc. | History | Added to | 182,117 | 13,489 | 0.26% | 0.09% | 341 | +147,844 | 431.37% | Q4 2025 | Feb 11, 2026 |
| NewEdge Wealth, LLC | History | Added to | 181,182 | 13,420 | 0.15% | 0.1% | 342 | +88,449 | 95.38% | Q4 2025 | Feb 03, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 179,637 | 13,341 | 0.9% | 0.13% | 343 | +156,260 | 668.43% | Q4 2025 | Jan 15, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 178,936 | 13,253 | 0.09% | 0.09% | 344 | +11,475 | 6.85% | Q4 2025 | Feb 13, 2026 |
| Trellis Wealth Advisors LLC | History | Added to | 178,888 | 13,250 | 5.18% | 4.46% | 345 | +31,476 | 21.35% | Q4 2025 | Jan 26, 2026 |
| IFP Advisors, Inc | History | Added to | 178,756 | 13,240 | 0.3% | 0.31% | 346 | +20,150 | 12.7% | Q4 2025 | Feb 06, 2026 |
| Armor Investment Advisors, LLC | History | Reduced | 176,764 | 13,092 | 4.81% | 4.29% | 347 | -5,314 | -2.92% | Q4 2025 | Feb 05, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 175,388 | 13,022 | 0.32% | 0.28% | 348 | +32,080 | 22.39% | Q4 2025 | Jan 28, 2026 |
| Madrona Financial Services, LLC | History | Added to | 175,602 | 13,006 | 2.78% | 2.84% | 349 | +2,671 | 1.54% | Q4 2025 | Jan 22, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Added to | 175,281 | 12,983 | 0.27% | 1.08% | 350 | +90,925 | 107.79% | Q4 2025 | Feb 17, 2026 |
| SPIREPOINT PRIVATE CLIENT, LLC | History | Added to | 174,580 | 12,931 | 1.24% | 1.06% | 351 | +39,428 | 29.17% | Q4 2025 | Jan 22, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 173,084 | 12,820 | 0.23% | 0.27% | 352 | -4,166 | -2.35% | Q4 2025 | Jan 16, 2026 |
| MGO Private Wealth, LLC | History | Reduced | 172,888 | 12,805 | 7.93% | 7.73% | 353 | -531 | -0.31% | Q4 2025 | Feb 10, 2026 |
| DSG Capital Advisors, LLC | History | Reduced | 172,030 | 12,785 | 1.95% | 2.07% | 354 | -2,683 | -1.54% | Q4 2025 | Jan 27, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Added to | 172,239 | 12,757 | 0.4% | 0.39% | 355 | +10,146 | 6.26% | Q4 2025 | Jan 30, 2026 |
| PINKERTON WEALTH, LLC | History | Added to | 170,283 | 12,612 | 1.29% | 1.29% | 356 | +8,500 | 5.25% | Q4 2025 | Feb 06, 2026 |
| Topsail Wealth Management, LLC | History | Added to | 170,111 | 12,600 | 1.85% | 1.76% | 357 | +30,523 | 21.87% | Q4 2025 | Feb 04, 2026 |
| Gould Capital, LLC | History | Reduced | 169,903 | 12,584 | 7.76% | 7.89% | 358 | -1,404 | -0.82% | Q4 2025 | Feb 13, 2026 |
| Newport Capital Group, LLC | History | Added to | 168,953 | 12,514 | 7.65% | 7.47% | 359 | +9,190 | 5.75% | Q4 2025 | Feb 13, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Added to | 168,838 | 12,506 | 0.16% | 0.16% | 360 | +1,546 | 0.92% | Q4 2025 | Feb 10, 2026 |
| BlueSky Wealth Advisors, LLC | History | Reduced | 166,637 | 12,342 | 1.63% | 1.7% | 361 | -2,886 | -1.7% | Q4 2025 | Jan 26, 2026 |
| Cyr Financial Inc. | History | Added to | 165,716 | 12,274 | 7.65% | 6.91% | 362 | +29,673 | 21.81% | Q4 2025 | Jan 16, 2026 |
| Keystone Financial Group | History | Added to | 164,617 | 12,193 | 0.9% | 0.93% | 363 | +1,014 | 0.62% | Q4 2025 | Feb 06, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 162,363 | 12,026 | 0.07% | 0.07% | 364 | +527 | 0.33% | Q4 2025 | Feb 11, 2026 |
| Brookstone Capital Management | History | Added to | 162,075 | 12,004 | 0.14% | 0.12% | 365 | +24,177 | 17.53% | Q4 2025 | Jan 15, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 161,689 | 11,976 | 0.62% | 0.65% | 366 | +4,106 | 2.61% | Q4 2025 | Feb 05, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | No change | 161,270 | 11,945 | 0.03% | 0.03% | 367 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Troutman Wealth Management, LLC | History | New | 160,620 | 11,897 | 9.83% | — | 368 | +160,620 | New | Q4 2025 | Feb 18, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 160,477 | 11,886 | 0.23% | 0.33% | 369 | -24,418 | -13.21% | Q4 2025 | Feb 13, 2026 |
| Lido Advisors, LLC | History | Added to | 159,724 | 11,875 | 0.04% | 0.04% | 370 | +6,545 | 4.27% | Q4 2025 | Feb 10, 2026 |
| Sovereign Investment Advisors, LLC | History | Added to | 159,200 | 11,791 | 2.95% | 3.21% | 371 | +1,115 | 0.71% | Q4 2025 | Feb 13, 2026 |
| BancFirst Trust & Investment Management | History | No change | 158,620 | 11,780 | 4.86% | 4.49% | 372 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| NewCorp Financial Services, Inc. | History | New | 158,292 | 11,724 | 10.38% | — | 373 | +158,292 | New | Q4 2025 | Feb 10, 2026 |
| Gibraltar Capital Management, Inc. | History | Added to | 157,316 | 11,652 | 1.98% | 2.07% | 374 | +2,135 | 1.38% | Q4 2025 | Feb 02, 2026 |
| Harpswell Capital Advisors, LLC | History | Added to | 156,766 | 11,611 | 9.2% | 3.58% | 375 | +106,230 | 210.21% | Q4 2025 | Feb 11, 2026 |
| Souders Financial Advisors | History | Added to | 156,659 | 11,603 | 1.33% | 1.37% | 376 | +1,619 | 1.04% | Q4 2025 | Feb 02, 2026 |
| Values Added Financial LLC | History | Reduced | 155,827 | 11,542 | 4.87% | 5.21% | 377 | -1,720 | -1.09% | Q4 2025 | Jan 16, 2026 |
| SHERMAN PORFOLIOS, LLC | History | Reduced | 155,636 | 11,527 | 0.79% | 5.86% | 378 | -64,861 | -29.42% | Q4 2025 | Feb 17, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Reduced | 155,108 | 11,488 | 0.64% | 0.66% | 379 | -14,536 | -8.57% | Q4 2025 | Feb 06, 2026 |
| LCW Services, LLC | History | New | 154,947 | 11,476 | 6.11% | — | 380 | +154,947 | New | Q4 2025 | Feb 11, 2026 |
| AMES NATIONAL CORP | History | Added to | 154,369 | 11,434 | 6.69% | 6.45% | 381 | +8,215 | 5.62% | Q4 2025 | Feb 13, 2026 |
| Inscription Capital, LLC | History | Reduced | 153,612 | 11,378 | 1.17% | 1.37% | 382 | -17,531 | -10.24% | Q4 2025 | Jan 29, 2026 |
| Breakwater Investment Management | History | Reduced | 152,456 | 11,292 | 4.09% | 4.22% | 383 | -1,317 | -0.86% | Q4 2025 | Feb 02, 2026 |
| Broadview Financial Management, LLC | History | Added to | 152,169 | 11,271 | 7.54% | 7.54% | 384 | +1,845 | 1.23% | Q4 2025 | Feb 13, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 152,009 | 11,259 | 0.24% | 0.25% | 385 | +4,070 | 2.75% | Q4 2025 | Feb 05, 2026 |
| Tempo Wealth, LLC | History | New | 151,846 | 11,247 | 2.0% | — | 386 | +151,846 | New | Q4 2025 | Feb 25, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 149,561 | 11,078 | 0.09% | 0.07% | 387 | +37,330 | 33.26% | Q4 2025 | Jan 05, 2026 |
| Wiser Wealth Management, Inc | History | Reduced | 149,031 | 11,038 | 2.45% | 2.58% | 388 | -2,512 | -1.66% | Q4 2025 | Jan 12, 2026 |
| Robinhood Asset Management, LLC | History | New | 146,680 | 10,864 | 0.87% | — | 389 | +146,680 | New | Q4 2025 | Jan 21, 2026 |
| McCarthy Asset Management, Inc. | History | Added to | 145,667 | 10,789 | 5.63% | 6.9% | 390 | +1,127 | 0.78% | Q4 2025 | Feb 03, 2026 |
| Petix & Botte Co | History | Reduced | 145,392 | 10,769 | 2.44% | 2.8% | 391 | -17,909 | -10.97% | Q4 2025 | Feb 05, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 143,751 | 10,647 | 0.26% | 0.25% | 392 | +13,732 | 10.56% | Q4 2025 | Jan 28, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 142,874 | 10,605 | 0.02% | 0.02% | 393 | +37,745 | 35.9% | Q4 2025 | Feb 05, 2026 |
| Zeit Capital LLC | History | Reduced | 142,580 | 10,560 | 7.13% | 7.36% | 394 | -3,105 | -2.13% | Q4 2025 | Jan 26, 2026 |
| Darrow Company, Inc. | History | Added to | 141,876 | 10,508 | 4.72% | 4.94% | 395 | +120 | 0.08% | Q4 2025 | Jan 27, 2026 |
| Prospera Financial Services Inc | History | Reduced | 139,845 | 10,361 | 0.17% | 0.18% | 396 | -722 | -0.51% | Q4 2025 | Feb 09, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 138,470 | 10,256 | 0.06% | 0.1% | 397 | -75,085 | -35.16% | Q4 2025 | Feb 03, 2026 |
| Mutual Advisors, LLC | History | Reduced | 138,255 | 10,240 | 0.22% | 0.23% | 398 | -193 | -0.14% | Q4 2025 | Feb 02, 2026 |
| Azimuth Capital Investment Management LLC | History | Added to | 138,000 | 10,221 | 0.37% | 0.33% | 399 | +13,125 | 10.51% | Q4 2025 | Feb 12, 2026 |
| Summit Trail Advisors, LLC | History | No change | 137,974 | 10,219 | 0.18% | 0.14% | 400 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| THOMPSON SIEGEL & WALMSLEY LLC | History | Added to | 136,718 | 10,127 | 0.17% | 0.16% | 401 | +32 | 0.02% | Q4 2025 | Feb 10, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | Added to | 134,489 | 9,961 | 0.41% | 0.42% | 402 | +1,345 | 1.01% | Q4 2025 | Jan 16, 2026 |
| TOBIAS FINANCIAL ADVISORS, INC. | History | Reduced | 133,851 | 9,914 | 1.4% | 1.59% | 403 | -6,855 | -4.87% | Q4 2025 | Feb 13, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Added to | 133,202 | 9,866 | 1.59% | 0.97% | 404 | +60,250 | 82.59% | Q4 2025 | Feb 17, 2026 |
| Brooklyn FI, LLC | History | Added to | 133,117 | 9,859 | 2.11% | 2.01% | 405 | +13,252 | 11.06% | Q4 2025 | Jan 21, 2026 |
| Liberty Capital Management, Inc. | History | Added to | 132,938 | 9,846 | 1.83% | 1.77% | 406 | +6,410 | 5.07% | Q4 2025 | Jan 26, 2026 |
| Smith & Howard Wealth Management, LLC | History | Reduced | 132,073 | 9,782 | 2.2% | 2.27% | 407 | -577 | -0.43% | Q4 2025 | Feb 03, 2026 |
| STEPHEN J. GARRY & ASSOCIATES, LLC | History | Added to | 131,046 | 9,706 | 7.7% | 7.62% | 408 | +2,694 | 2.1% | Q4 2025 | Jan 16, 2026 |
| LifeGoal Investments, LLC | History | Added to | 130,570 | 9,663 | 6.44% | 6.78% | 409 | +20,731 | 18.87% | Q4 2025 | Jan 15, 2026 |
| STALEY CAPITAL ADVISERS INC | History | Reduced | 130,295 | 9,650 | 0.4% | 0.4% | 410 | -1,800 | -1.36% | Q4 2025 | Feb 05, 2026 |
| Global Retirement Partners, LLC | History | Added to | 130,199 | 9,643 | 0.17% | 0.12% | 411 | +55,722 | 74.82% | Q4 2025 | Feb 06, 2026 |
| Archford Capital Strategies, LLC | History | Added to | 129,593 | 9,598 | 1.12% | 1.14% | 412 | +959 | 0.75% | Q4 2025 | Jan 15, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 129,162 | 9,567 | 0.03% | 0.03% | 413 | -2,468 | -1.87% | Q4 2025 | Feb 02, 2026 |
| Clearstead Advisors, LLC | History | Added to | 129,161 | 9,566 | 0.12% | 0.12% | 414 | +2,044 | 1.61% | Q4 2025 | Feb 09, 2026 |
| Root Financial Partners, LLC | History | Added to | 128,852 | 9,544 | 0.49% | 0.5% | 415 | +19,564 | 17.9% | Q4 2025 | Feb 10, 2026 |
| Main Line Retirement Advisors, LLC | History | Reduced | 128,613 | 9,526 | 4.82% | 4.94% | 416 | -838 | -0.65% | Q4 2025 | Jan 21, 2026 |
| Glenview Trust Co | History | Reduced | 128,036 | 9,483 | 0.15% | 0.15% | 417 | -1,141 | -0.88% | Q4 2025 | Feb 09, 2026 |
| Oceanside Advisors LLC | History | Added to | 127,996 | 9,480 | 5.75% | 5.76% | 418 | +4,039 | 3.26% | Q4 2025 | Jan 26, 2026 |
| Advisory Services Network, LLC | History | Added to | 126,096 | 9,339 | 0.13% | 0.1% | 419 | +32,423 | 34.61% | Q4 2025 | Feb 17, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 126,037 | 9,335 | 0.75% | 0.81% | 420 | +954 | 0.76% | Q4 2025 | Feb 12, 2026 |
| Intelligent Financial Strategies | History | Reduced | 125,413 | 9,289 | 4.47% | 4.61% | 421 | -2,037 | -1.6% | Q4 2025 | Jan 26, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 125,238 | 9,276 | 0.11% | 0.25% | 422 | -167,394 | -57.2% | Q4 2025 | Feb 11, 2026 |
| SIGNATUREFD, LLC | History | Added to | 124,315 | 9,208 | 0.14% | 0.14% | 423 | +1,227 | 1.0% | Q4 2025 | Jan 20, 2026 |
| COURIER CAPITAL LLC | History | Reduced | 123,991 | 9,184 | 0.52% | 0.53% | 424 | -517 | -0.42% | Q4 2025 | Jan 29, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 123,470 | 9,171 | 0.43% | 0.36% | 425 | +39,592 | 47.2% | Q4 2025 | Feb 03, 2026 |
| Ryan Investment Management, Inc. | History | Added to | 123,670 | 9,160 | 5.07% | 4.55% | 426 | +13,504 | 12.26% | Q4 2025 | Jan 12, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | Added to | 123,156 | 9,122 | 0.97% | 1.01% | 427 | +638 | 0.52% | Q4 2025 | Jan 09, 2026 |
| RETIREMENT CAPITAL STRATEGIES | History | Added to | 121,944 | 9,032 | 3.35% | 3.26% | 428 | +7,732 | 6.77% | Q4 2025 | Feb 13, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 120,258 | 8,907 | 0.07% | 0.06% | 429 | +12,951 | 12.07% | Q4 2025 | Feb 12, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 119,717 | 8,867 | 0.15% | 0.18% | 430 | +14,269 | 13.53% | Q4 2025 | Feb 09, 2026 |
| MEMBERS WEALTH LLC | History | Added to | 119,217 | 8,862 | 5.55% | 4.06% | 431 | +32,923 | 38.15% | Q4 2025 | Jan 28, 2026 |
| WealthCollab, LLC | History | Added to | 119,527 | 8,853 | 3.62% | 3.26% | 432 | +24,005 | 25.13% | Q4 2025 | Jan 27, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 118,150 | 8,751 | 0.0% | 0.0% | 433 | +50,842 | 75.54% | Q4 2025 | Feb 10, 2026 |
| Prepared Retirement Institute LLC | History | Added to | 117,352 | 8,692 | 4.37% | 4.42% | 434 | +3,279 | 2.87% | Q4 2025 | Jan 29, 2026 |
| Lexington Hill Partners, LLC | History | New | 117,094 | 8,673 | 6.52% | — | 435 | +117,094 | New | Q4 2025 | Feb 19, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 117,073 | 8,671 | 0.32% | 0.32% | 436 | +9,914 | 9.25% | Q4 2025 | Feb 06, 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | History | Added to | 116,598 | 8,636 | 0.44% | 0.43% | 437 | +2,000 | 1.75% | Q4 2025 | Feb 17, 2026 |
| Global Wealth Management, LLC | History | Added to | 116,332 | 8,616 | 4.64% | 4.39% | 438 | +3,775 | 3.35% | Q4 2025 | Jan 26, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | New | 115,064 | 8,522 | 1.44% | — | 439 | +115,064 | New | Q4 2025 | Feb 12, 2026 |
| COMMERCE BANK | History | Added to | 114,357 | 8,470 | 0.05% | 0.04% | 440 | +11,571 | 11.26% | Q4 2025 | Feb 13, 2026 |
| Triumph Capital Management | History | Added to | 112,725 | 8,349 | 1.8% | 2.22% | 441 | +1,378 | 1.24% | Q4 2025 | Feb 12, 2026 |
| Integrated Advisors Network LLC | History | Added to | 112,590 | 8,339 | 0.37% | 0.3% | 442 | +15,751 | 16.27% | Q4 2025 | Feb 17, 2026 |
| Stembrook Asset Management, LLC | History | New | 112,363 | 8,322 | 7.86% | — | 443 | +112,363 | New | Q4 2025 | Feb 13, 2026 |
| OKABENA INVESTMENT SERVICES INC | History | Added to | 112,118 | 8,304 | 1.58% | 1.37% | 444 | +17,262 | 18.2% | Q4 2025 | Feb 13, 2026 |
| FPC INVESTMENT ADVISORY, INC. | History | Reduced | 111,009 | 8,222 | 4.5% | 4.97% | 445 | -277 | -0.25% | Q4 2025 | Feb 10, 2026 |
| Powers Advisory Group, LLC | History | Added to | 110,834 | 8,209 | 3.09% | 3.26% | 446 | +908 | 0.83% | Q4 2025 | Jan 22, 2026 |
| Note Advisors, LLC | History | Added to | 110,470 | 8,190 | 4.2% | 4.76% | 447 | +2,831 | 2.63% | Q4 2025 | Feb 18, 2026 |
| Vectors Research Management, LLC | History | Reduced | 110,032 | 8,150 | 2.49% | 2.59% | 448 | -475 | -0.43% | Q4 2025 | Feb 03, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 109,471 | 8,108 | 0.77% | 0.69% | 449 | +37,554 | 52.22% | Q4 2025 | Jan 22, 2026 |
| Charter Oak Capital Management, LLC | History | Reduced | 108,579 | 8,042 | 0.61% | 0.74% | 450 | -18,306 | -14.43% | Q4 2025 | Jan 23, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 108,159 | 8,011 | 0.01% | 0.02% | 451 | -6,743 | -5.87% | Q4 2025 | Feb 10, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 107,717 | 7,978 | 0.47% | 0.44% | 452 | -4,244 | -3.79% | Q4 2025 | Feb 17, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 107,298 | 7,947 | 0.2% | 0.22% | 453 | -7,456 | -6.5% | Q4 2025 | Feb 09, 2026 |
| Commonwealth Retirement Investments LLC | History | Added to | 107,099 | 7,932 | 2.55% | 2.54% | 454 | +6,739 | 6.71% | Q4 2025 | Feb 11, 2026 |
| Retirement Planning Group, LLC | History | Reduced | 106,597 | 7,895 | 0.26% | 0.3% | 455 | -11,201 | -9.51% | Q4 2025 | Feb 03, 2026 |
| PROFFITT & GOODSON INC | History | Added to | 106,400 | 7,881 | 1.1% | 0.83% | 456 | +28,292 | 36.22% | Q4 2025 | Jan 27, 2026 |
| Reality Financial Planning Services, LLC | History | New | 105,909 | 7,844 | 7.51% | — | 458 | +105,909 | New | Q4 2025 | Feb 12, 2026 |
| New Covenant Trust Company, N.A. | History | Added to | 105,949 | 7,844 | 7.08% | 6.96% | 457 | +5,454 | 5.43% | Q4 2025 | Jan 13, 2026 |
| Rothschild Capital Partners, LLC | History | Added to | 105,710 | 7,829 | 1.84% | 1.21% | 459 | +36,935 | 53.7% | Q4 2025 | Feb 17, 2026 |
| Ballentine Partners, LLC | History | Added to | 105,470 | 7,812 | 0.11% | 0.1% | 460 | +8,088 | 8.31% | Q4 2025 | Feb 03, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | Reduced | 105,325 | 7,801 | 0.49% | 0.51% | 461 | -675 | -0.64% | Q4 2025 | Feb 17, 2026 |
| Prospect Financial Group LLC | History | Reduced | 105,071 | 7,782 | 7.24% | 7.72% | 462 | -1,187 | -1.12% | Q4 2025 | Feb 10, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 104,664 | 7,752 | 0.15% | 0.3% | 463 | -100,718 | -49.04% | Q4 2025 | Feb 05, 2026 |
| Valtrion Capital Management, LLC | History | Added to | 104,422 | 7,734 | 7.7% | 7.21% | 464 | +14,249 | 15.8% | Q4 2025 | Feb 11, 2026 |
| Trek Financial, LLC | History | Reduced | 104,331 | 7,727 | 0.45% | 0.53% | 465 | -15,746 | -13.11% | Q4 2025 | Feb 04, 2026 |
| CWM, LLC | History | Added to | 104,093 | 7,710 | 0.02% | 0.01% | 466 | +48,405 | 86.92% | Q4 2025 | Jan 26, 2026 |
| FIDELIS iM, LLC | History | Reduced | 103,331 | 7,653 | 2.97% | 20.05% | 467 | -274,784 | -72.67% | Q4 2025 | Jan 23, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 103,240 | 7,646 | 0.02% | 0.02% | 469 | +29,560 | 40.12% | Q4 2025 | Feb 13, 2026 |
| Colony Family Offices, LLC | History | Added to | 103,229 | 7,646 | 1.91% | 1.61% | 468 | +19,396 | 23.14% | Q4 2025 | Jan 22, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 103,197 | 7,643 | 0.0% | 0.0% | 470 | +2,460 | 2.44% | Q4 2025 | Feb 11, 2026 |
| Valeo Financial Advisors, LLC | History | Reduced | 135,423 | 7,631 | 0.17% | 0.19% | 471 | -9,478 | -6.54% | Q4 2025 | Feb 04, 2026 |
| Matrix Trust Co | History | Added to | 102,999 | 7,629 | 1.26% | 1.18% | 472 | +1,868 | 1.85% | Q4 2025 | Jan 13, 2026 |
| Faithward Advisors, LLC | History | Added to | 102,239 | 7,572 | 1.11% | 0.99% | 473 | +12,334 | 13.72% | Q4 2025 | Feb 17, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | Added to | 102,160 | 7,566 | 2.36% | 2.29% | 474 | +10,220 | 11.12% | Q4 2025 | Jan 07, 2026 |
| City State Bank | History | Added to | 101,330 | 7,505 | 2.06% | 2.11% | 475 | +3,056 | 3.11% | Q4 2025 | Jan 28, 2026 |
| K2 Financial Inc. | History | Added to | 101,248 | 7,505 | 5.8% | 5.93% | 476 | +2,393 | 2.42% | Q4 2025 | Jan 22, 2026 |
| Aurelius Family Office LLC | History | Reduced | 100,245 | 7,436 | 3.2% | 3.41% | 477 | -2,865 | -2.78% | Q4 2025 | Jan 09, 2026 |
| Sowell Financial Services LLC | History | Added to | 100,332 | 7,431 | 0.27% | 0.25% | 478 | +12,013 | 13.6% | Q4 2025 | Jan 21, 2026 |
| BERNZOTT CAPITAL ADVISORS | History | New | 99,858 | 7,396 | 3.52% | — | 479 | +99,858 | New | Q4 2025 | Feb 03, 2026 |
| Grove Bank & Trust | History | Added to | 99,668 | 7,382 | 0.83% | 0.78% | 480 | +9,795 | 10.9% | Q4 2025 | Jan 08, 2026 |
| Peak Wealth Management LLC | History | New | 99,350 | 7,358 | 6.15% | — | 481 | +99,350 | New | Q4 2025 | Feb 04, 2026 |
| Apex Wealth Management, LLC | History | Added to | 99,155 | 7,357 | 7.47% | 5.12% | 482 | +2,900 | 3.01% | Q4 2025 | Jan 26, 2026 |
| Bouchey Financial Group Ltd | History | Reduced | 99,229 | 7,349 | 0.55% | 0.58% | 483 | -1,374 | -1.37% | Q4 2025 | Jan 16, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 98,261 | 7,278 | 0.08% | 0.13% | 484 | -4,480 | -4.36% | Q4 2025 | Jan 29, 2026 |
| 1832 Asset Management L.P. | History | Reduced | 97,909 | 7,252 | 0.01% | 0.01% | 485 | -4,693 | -4.57% | Q4 2025 | Feb 13, 2026 |
| SageView Advisory Group, LLC | History | Reduced | 97,575 | 7,227 | 0.24% | 0.32% | 486 | -26,466 | -21.34% | Q4 2025 | Feb 17, 2026 |
| Jacobi Capital Management LLC | History | Reduced | 96,854 | 7,174 | 0.42% | 0.45% | 487 | -2,107 | -2.13% | Q4 2025 | Feb 13, 2026 |
| L.K. Benson & Company, P.C. | History | Reduced | 96,604 | 7,155 | 3.59% | 3.87% | 488 | -65 | -0.07% | Q4 2025 | Feb 06, 2026 |
| CIBC WORLD MARKETS CORP | History | New | 96,506 | 7,148 | 0.03% | — | 489 | +96,506 | New | Q4 2025 | Feb 12, 2026 |
| Swisher Financial Concepts, Inc. | History | Added to | 95,891 | 7,102 | 4.03% | 4.05% | 490 | +5,007 | 5.51% | Q4 2025 | Feb 10, 2026 |
| Genesis Wealth Advisors, LLC | History | Added to | 95,802 | 7,096 | 4.86% | 4.92% | 491 | +1,907 | 2.03% | Q4 2025 | Feb 13, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 95,538 | 7,076 | 0.09% | 0.13% | 492 | -37,727 | -28.31% | Q4 2025 | Feb 05, 2026 |
| SAGE RHINO CAPITAL LLC | History | Added to | 95,521 | 7,075 | 1.34% | 1.34% | 493 | +1,973 | 2.11% | Q4 2025 | Jan 30, 2026 |
| WASHINGTON TRUST BANK | History | Added to | 94,791 | 7,021 | 0.49% | 0.47% | 494 | +7,796 | 8.96% | Q4 2025 | Feb 04, 2026 |
| Opus Financial Solutions LLC | History | New | 94,417 | 6,993 | 6.6% | — | 495 | +94,417 | New | Q4 2025 | Feb 17, 2026 |
| World Investment Advisors | History | Added to | 92,777 | 6,872 | 0.11% | 0.05% | 496 | +62,325 | 204.67% | Q4 2025 | Mar 12, 2026 |
| VERUS WEALTH MANAGEMENT, LLC | History | Added to | 92,728 | 6,868 | 6.4% | 6.21% | 497 | +3,284 | 3.67% | Q4 2025 | Jan 16, 2026 |
| CHRISTINE MESSMER PC | History | New | 91,338 | 6,765 | 4.41% | — | 498 | +91,338 | New | Q4 2025 | Feb 03, 2026 |
| Motley Fool Wealth Management, LLC | History | Added to | 90,429 | 6,698 | 0.52% | 0.31% | 499 | +28,394 | 45.77% | Q4 2025 | Feb 11, 2026 |
| Mayflower Financial Advisors, LLC | History | Added to | 90,016 | 6,667 | 0.81% | 0.76% | 500 | +8,584 | 10.54% | Q4 2025 | Jan 13, 2026 |
| RTD Financial Advisors, Inc. | History | Reduced | 89,867 | 6,656 | 0.81% | 5.95% | 501 | -575,302 | -86.49% | Q4 2025 | Jan 27, 2026 |
| Meritas Wealth Management, LLC | History | Added to | 89,826 | 6,653 | 3.2% | 3.0% | 502 | +8,397 | 10.31% | Q4 2025 | Jan 14, 2026 |
| Farrell Financial LLC | History | Added to | 89,735 | 6,646 | 3.92% | 3.99% | 503 | +4,160 | 4.86% | Q4 2025 | Jan 12, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Added to | 89,592 | 6,636 | 0.14% | 0.07% | 504 | +48,829 | 119.79% | Q4 2025 | Feb 18, 2026 |
| Cambria Investment Management, L.P. | History | Added to | 89,230 | 6,609 | 0.39% | 0.4% | 505 | +1,158 | 1.31% | Q4 2025 | Feb 17, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Added to | 88,592 | 6,562 | 0.29% | 0.25% | 506 | +15,652 | 21.46% | Q4 2025 | Jan 29, 2026 |
| Headlands Technologies LLC | History | Added to | 88,039 | 6,521 | 0.54% | 0.03% | 507 | +82,348 | 1446.99% | Q4 2025 | Feb 13, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 87,112 | 6,452 | 2.32% | 2.05% | 508 | +11,053 | 14.53% | Q4 2025 | Jan 22, 2026 |
| Curran Financial Partners, LLC | History | Added to | 86,878 | 6,435 | 1.22% | 1.22% | 509 | +3,978 | 4.8% | Q4 2025 | Jan 22, 2026 |
| MOTIVE WEALTH ADVISORS | History | Reduced | 86,615 | 6,415 | 2.73% | 2.81% | 510 | -929 | -1.06% | Q4 2025 | Jan 15, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 86,318 | 6,393 | 0.16% | 0.06% | 511 | +54,846 | 174.27% | Q4 2025 | Jan 29, 2026 |
| Horizons Wealth Management | History | Added to | 86,147 | 6,380 | 4.18% | 4.07% | 512 | +5,854 | 7.29% | Q4 2025 | Jan 05, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Reduced | 85,440 | 6,328 | 0.42% | 0.44% | 513 | -19 | -0.02% | Q4 2025 | Jan 08, 2026 |
| Rinkey Investments | History | Reduced | 84,271 | 6,241 | 1.58% | 1.96% | 514 | -15,078 | -15.18% | Q4 2025 | Feb 04, 2026 |
| Briggs Wealth Management, Inc | History | New | 84,184 | 6,235 | 6.71% | — | 515 | +84,184 | New | Q4 2025 | Feb 19, 2026 |
| SigFig Wealth Management, LLC | History | Reduced | 83,599 | 6,192 | 0.18% | 0.19% | 516 | -55 | -0.07% | Q4 2025 | Jan 16, 2026 |
| Financial & Tax Architects, LLC | History | Reduced | 83,205 | 6,162 | 1.38% | 1.75% | 517 | -23,163 | -21.78% | Q4 2025 | Jan 21, 2026 |
| HANCOCK WHITNEY CORP | History | Added to | 82,161 | 6,085 | 0.11% | 0.11% | 518 | +627 | 0.77% | Q4 2025 | Feb 17, 2026 |
| Blue Trust, Inc. | History | Added to | 81,955 | 6,070 | 0.07% | 0.06% | 519 | +10,707 | 15.03% | Q4 2025 | Jan 16, 2026 |
| HT Partners LLC | History | Added to | 81,034 | 6,002 | 1.78% | 1.83% | 520 | +428 | 0.53% | Q4 2025 | Jan 21, 2026 |
| Saxony Capital Management, LLC | History | Reduced | 81,009 | 6,000 | 3.68% | 4.59% | 521 | -12,507 | -13.37% | Q4 2025 | Jan 15, 2026 |
| Keel Point, LLC | History | Added to | 80,176 | 5,938 | 0.36% | 0.28% | 522 | +19,090 | 31.25% | Q4 2025 | Feb 12, 2026 |
| Clarus Wealth Advisors | History | Added to | 79,646 | 5,916 | 2.45% | 2.49% | 523 | +3,829 | 5.05% | Q4 2025 | Jan 14, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 79,699 | 5,903 | 0.45% | 0.48% | 524 | +307 | 0.39% | Q4 2025 | Jan 09, 2026 |
| Manuka Financial, LLC | History | Added to | 78,431 | 5,809 | 3.61% | 3.6% | 525 | +373 | 0.48% | Q4 2025 | Jan 28, 2026 |
| Stratos Investment Management, LLC | History | Added to | 77,470 | 5,738 | 0.23% | 0.23% | 526 | +3,957 | 5.38% | Q4 2025 | Jan 20, 2026 |
| Stonekeep Investments, LLC | History | Added to | 77,389 | 5,732 | 3.67% | 3.54% | 527 | +2,184 | 2.9% | Q4 2025 | Jan 07, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 77,050 | 5,707 | 0.07% | 0.07% | 528 | +6,554 | 9.3% | Q4 2025 | Jan 29, 2026 |
| Oak Wealth Advisors LLC | History | Added to | 76,743 | 5,684 | 3.26% | 3.01% | 529 | +7,135 | 10.25% | Q4 2025 | Feb 11, 2026 |
| Ascent Group, LLC | History | Reduced | 76,636 | 5,676 | 0.19% | 0.21% | 530 | -3,081 | -3.86% | Q4 2025 | Jan 20, 2026 |
| Shelter Mutual Insurance Co | History | No change | 76,583 | 5,672 | 1.27% | 1.28% | 531 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Human Investing LLC | History | Added to | 76,549 | 5,669 | 0.8% | 0.74% | 532 | +8,905 | 13.16% | Q4 2025 | Jan 27, 2026 |
| IFS Advisors, LLC | History | Reduced | 76,466 | 5,663 | 2.94% | 3.99% | 533 | -15,135 | -16.52% | Q4 2025 | Jan 09, 2026 |
| Womack Financial LLC | History | Added to | 76,406 | 5,659 | 4.18% | 4.14% | 534 | +2,980 | 4.06% | Q4 2025 | Feb 10, 2026 |
| Fullerton Advisors, LLC | History | New | 76,243 | 5,647 | 5.64% | — | 535 | +76,243 | New | Q4 2025 | Feb 02, 2026 |
| TOEWS CORP /ADV | History | Reduced | 75,500 | 5,592 | 0.81% | 0.85% | 536 | -4,700 | -5.86% | Q4 2025 | Jan 30, 2026 |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | History | Added to | 75,232 | 5,572 | 0.87% | 0.78% | 537 | +9,133 | 13.82% | Q4 2025 | Jan 23, 2026 |
| CFS Investment Advisory Services, LLC | History | Added to | 75,019 | 5,556 | 0.41% | 0.41% | 538 | +1,269 | 1.72% | Q4 2025 | Feb 10, 2026 |
| Arax Advisory Partners | History | New | 74,810 | 5,541 | 0.16% | — | 539 | +74,810 | New | Q4 2025 | Feb 13, 2026 |
| Hiley Hunt Wealth Management | History | Added to | 73,380 | 5,435 | 2.43% | 1.77% | 540 | +22,687 | 44.75% | Q4 2025 | Jan 06, 2026 |
| Inman Jager Wealth Management, LLC | History | Added to | 72,991 | 5,406 | 3.31% | 3.37% | 541 | +1,959 | 2.76% | Q4 2025 | Jan 26, 2026 |
| TRUST CO OF VERMONT | History | Reduced | 72,497 | 5,369 | 0.22% | 0.24% | 542 | -224 | -0.31% | Q4 2025 | Jan 16, 2026 |
| Rothschild Wealth LLC | History | Added to | 72,100 | 5,340 | 0.51% | 1.13% | 543 | +2,402 | 3.45% | Q4 2025 | Feb 17, 2026 |
| Cypress Point Wealth Management, LLC | History | Added to | 72,005 | 5,333 | 1.16% | 0.58% | 544 | +33,126 | 85.2% | Q4 2025 | Feb 02, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | Added to | 71,679 | 5,309 | 0.25% | 0.11% | 545 | +43,045 | 150.33% | Q4 2025 | Feb 11, 2026 |
| Summit Financial, LLC | History | Reduced | 71,470 | 5,293 | 0.08% | 0.08% | 546 | -1,265 | -1.74% | Q4 2025 | Feb 13, 2026 |
| Sovran Advisors, LLC | History | Reduced | 70,816 | 5,263 | 0.45% | 0.47% | 547 | -256 | -0.36% | Q4 2025 | Jan 20, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 70,806 | 5,244 | 0.07% | 0.07% | 548 | -618 | -0.87% | Q4 2025 | Feb 09, 2026 |
| Vigilare Wealth Management | History | Reduced | 70,720 | 5,238 | 1.76% | 1.95% | 549 | -4,801 | -6.36% | Q4 2025 | Jan 07, 2026 |
| Valpey Financial Services, LLC | History | Added to | 70,702 | 5,236 | 3.34% | 3.26% | 550 | +3,633 | 5.42% | Q4 2025 | Mar 04, 2026 |
| Bay Rivers Group | History | Added to | 70,457 | 5,218 | 2.11% | 2.17% | 551 | +1,145 | 1.65% | Q4 2025 | Jan 07, 2026 |
| B.O.S.S. Retirement Advisors, LLC | History | Reduced | 70,180 | 5,198 | 1.64% | 1.48% | 552 | -13,165 | -15.8% | Q4 2025 | Feb 02, 2026 |
| Hamilton Wealth, LLC | History | Reduced | 70,058 | 5,189 | 0.99% | 1.35% | 553 | -16,801 | -19.34% | Q4 2025 | Feb 19, 2026 |
| Focus Financial Network, Inc. | History | Added to | 69,715 | 5,163 | 0.18% | 0.17% | 554 | +5,806 | 9.08% | Q4 2025 | Jan 12, 2026 |
| IF Advisors, LLC | History | New | 69,513 | 5,148 | 4.18% | — | 555 | +69,513 | New | Q4 2025 | Feb 10, 2026 |
| Capital Investment Services of America, Inc. | History | Reduced | 69,320 | 5,134 | 0.48% | 0.49% | 556 | -5,497 | -7.35% | Q4 2025 | Jan 29, 2026 |
| Pinnacle Bancorp, Inc. | History | Added to | 69,322 | 5,134 | 1.5% | 1.46% | 557 | +2,849 | 4.29% | Q4 2025 | Jan 22, 2026 |
| HBK Sorce Advisory LLC | History | Reduced | 69,098 | 5,129 | 0.12% | 0.13% | 558 | -1,363 | -1.93% | Q4 2025 | Feb 09, 2026 |
| Crabel Capital Management, LLC | History | Added to | 68,642 | 5,084 | 3.84% | 3.56% | 559 | +15,130 | 28.27% | Q4 2025 | Feb 17, 2026 |
| Shade Tree Advisors LLC | History | Added to | 68,481 | 5,072 | 3.85% | 4.23% | 560 | +2,781 | 4.23% | Q4 2025 | Feb 04, 2026 |
| Wingate Wealth Advisors, Inc. | History | Added to | 68,389 | 5,065 | 2.83% | 3.45% | 561 | +1,332 | 1.99% | Q4 2025 | Jan 28, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 67,293 | 4,993 | 0.16% | 0.11% | 562 | +22,754 | 51.09% | Q4 2025 | Jan 23, 2026 |
| ETF Portfolio Partners, Inc. | History | Added to | 67,406 | 4,992 | 1.29% | 1.33% | 563 | +120 | 0.18% | Q4 2025 | Jan 20, 2026 |
| Hershey Financial Advisers, LLC | History | Added to | 67,279 | 4,983 | 4.21% | 0.19% | 564 | +64,365 | 2208.82% | Q4 2025 | Feb 18, 2026 |
| Truepoint, Inc. | History | Added to | 67,126 | 4,972 | 0.11% | 0.06% | 565 | +34,470 | 105.55% | Q4 2025 | Feb 11, 2026 |
| North Star Investment Management Corp. | History | Reduced | 66,888 | 4,954 | 0.31% | 0.32% | 566 | -470 | -0.7% | Q4 2025 | Jan 30, 2026 |
| Cassady Wealth & Retirement Planning, LLC | History | New | 66,697 | 4,940 | 3.22% | — | 567 | +66,697 | New | Q4 2025 | Apr 02, 2026 |
| Good Steward Wealth Advisors,LLC | History | Added to | 66,670 | 4,938 | 3.26% | 3.16% | 568 | +5,088 | 8.26% | Q4 2025 | Jan 22, 2026 |
| OneAscent Financial Services LLC | History | Added to | 66,482 | 4,924 | 0.45% | 0.2% | 569 | +44,505 | 202.51% | Q4 2025 | Feb 11, 2026 |
| Lantern Wealth Advisors, LLC | History | Added to | 65,319 | 4,838 | 2.57% | 2.51% | 570 | +1,583 | 2.48% | Q4 2025 | Feb 17, 2026 |
| MMA ASSET MANAGEMENT LLC | History | Reduced | 64,670 | 4,790 | 1.71% | 1.61% | 571 | -127 | -0.2% | Q4 2025 | Feb 03, 2026 |
| Fragasso Financial Advisors Inc | History | Reduced | 64,450 | 4,773 | 0.29% | 0.3% | 572 | -299 | -0.46% | Q4 2025 | Jan 07, 2026 |
| Cynosure Group, LLC | History | Added to | 64,348 | 4,766 | 0.48% | 0.16% | 573 | +45,022 | 232.96% | Q4 2025 | Feb 17, 2026 |
| ENTRUST FINANCIAL LLC | History | New | 63,719 | 4,719 | 3.51% | — | 574 | +63,719 | New | Q4 2025 | Feb 06, 2026 |
| Lansing Street Advisors | History | Added to | 63,413 | 4,696 | 1.2% | 1.24% | 575 | +819 | 1.31% | Q4 2025 | Jan 26, 2026 |
| WFA of San Diego, LLC | History | Added to | 62,967 | 4,663 | 3.41% | 3.03% | 576 | +3,392 | 5.69% | Q4 2025 | Feb 17, 2026 |
| LOWERY THOMAS, LLC | History | Added to | 62,551 | 4,633 | 2.62% | 2.34% | 577 | +8,074 | 14.82% | Q4 2025 | Jan 26, 2026 |
| Chesley Taft & Associates LLC | History | Added to | 62,479 | 4,627 | 0.18% | 0.19% | 578 | +887 | 1.44% | Q4 2025 | Jan 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 62,460 | 4,626 | 0.0% | 0.0% | 579 | -105,242 | -62.76% | Q4 2025 | Feb 17, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 62,394 | 4,621 | 0.12% | 0.13% | 580 | -4,369 | -6.54% | Q4 2025 | Jan 07, 2026 |
| BOKF, NA | History | Added to | 62,373 | 4,619 | 0.07% | 0.06% | 581 | +4,785 | 8.31% | Q4 2025 | Feb 03, 2026 |
| Providence First Trust Co | History | Added to | 62,253 | 4,611 | 1.6% | 1.54% | 582 | +2,712 | 4.55% | Q4 2025 | Feb 03, 2026 |
| Heritage Wealth Management, Inc. /CA/ | History | Added to | 62,201 | 4,607 | 2.93% | 2.24% | 583 | +17,310 | 38.56% | Q4 2025 | Feb 04, 2026 |
| MainStreet Investment Advisors LLC | History | Reduced | 61,984 | 4,591 | 0.66% | 0.64% | 584 | -2,354 | -3.66% | Q4 2025 | Feb 10, 2026 |
| CONSILIO WEALTH ADVISORS, LLC | History | New | 61,706 | 4,570 | 1.34% | — | 585 | +61,706 | New | Q4 2025 | Mar 19, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | Added to | 61,263 | 4,537 | 0.39% | 0.36% | 586 | +4,111 | 7.19% | Q4 2025 | Feb 09, 2026 |
| ATLas Financial Planning LLC | History | New | 61,107 | 4,526 | 4.44% | — | 587 | +61,107 | New | Q4 2025 | Feb 17, 2026 |
| Graetz Wealth LLC | History | New | 61,070 | 4,523 | 4.12% | — | 588 | +61,070 | New | Q4 2025 | Feb 12, 2026 |
| William Howard & Co Financial Advisors Inc | History | Added to | 60,532 | 4,483 | 3.78% | 3.74% | 589 | +1,388 | 2.35% | Q4 2025 | Jan 21, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 59,953 | 4,440 | 0.35% | 0.39% | 590 | +2,086 | 3.6% | Q4 2025 | Jan 13, 2026 |
| Berger Financial Group, Inc | History | Reduced | 59,726 | 4,423 | 0.26% | 0.34% | 591 | -16,054 | -21.19% | Q4 2025 | Jan 27, 2026 |
| Edgestream Partners, L.P. | History | Added to | 59,541 | 4,410 | 0.12% | 0.12% | 592 | +5,765 | 10.72% | Q4 2025 | Feb 13, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | Added to | 59,513 | 4,408 | 0.93% | 1.15% | 593 | +313 | 0.53% | Q4 2025 | Feb 13, 2026 |
| WMG Financial Advisors, LLC | History | Added to | 59,428 | 4,401 | 1.81% | 1.47% | 594 | +275 | 0.46% | Q4 2025 | Jan 28, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 59,388 | 4,398 | 0.11% | 0.08% | 595 | +15,342 | 34.83% | Q4 2025 | Feb 13, 2026 |
| Sherry Group, Inc. | History | New | 58,872 | 4,372 | 4.58% | — | 596 | +58,872 | New | Q4 2025 | Feb 05, 2026 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | History | Added to | 58,968 | 4,367 | 2.18% | 1.93% | 597 | +6,951 | 13.36% | Q4 2025 | Jan 30, 2026 |
| BankPlus Wealth Management LLC | History | Added to | 58,613 | 4,341 | 2.4% | 2.32% | 598 | +5,714 | 10.8% | Q4 2025 | Feb 04, 2026 |
| Charis Legacy Partners, LLC | History | Added to | 58,600 | 4,340 | 6.41% | 6.1% | 599 | +3,568 | 6.48% | Q4 2025 | Jan 08, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 58,503 | 4,333 | 0.14% | 0.14% | 600 | +2,066 | 3.66% | Q4 2025 | Jan 12, 2026 |
| Simplicity Wealth,LLC | History | Added to | 58,308 | 4,318 | 0.26% | 0.2% | 601 | +11,269 | 23.96% | Q4 2025 | Jan 30, 2026 |
| PFC CAPITAL GROUP, INC. | History | Added to | 56,873 | 4,212 | 1.74% | 1.44% | 602 | +10,946 | 23.83% | Q4 2025 | Feb 11, 2026 |
| Mechanics Financial Corp | History | Added to | 56,577 | 4,190 | 1.55% | 1.45% | 603 | +4,958 | 9.6% | Q4 2025 | Jan 22, 2026 |
| Fisher Asset Management, LLC | History | Added to | 56,307 | 4,170 | 0.0% | 0.0% | 604 | +1,520 | 2.77% | Q4 2025 | Feb 09, 2026 |
| Wealth Architects, LLC | History | Added to | 56,095 | 4,154 | 0.37% | 0.37% | 605 | +3,111 | 5.87% | Q4 2025 | Feb 17, 2026 |
| Brindle & Bay Financial Advisors, LLC | History | New | 55,822 | 4,134 | 2.75% | — | 606 | +55,822 | New | Q4 2025 | Jan 29, 2026 |
| Winter & Associates, Inc. | History | New | 55,676 | 4,123 | 3.81% | — | 607 | +55,676 | New | Q4 2025 | Feb 13, 2026 |
| Prosperity Consulting Group, LLC | History | Added to | 55,369 | 4,101 | 0.18% | 0.17% | 608 | +8,483 | 18.09% | Q4 2025 | Feb 17, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | Added to | 55,274 | 4,094 | 1.93% | 1.93% | 609 | +1,442 | 2.68% | Q4 2025 | Feb 13, 2026 |
| MAI Capital Management | History | Reduced | 54,180 | 4,013 | 0.02% | 0.03% | 610 | -5,081 | -8.57% | Q4 2025 | Feb 13, 2026 |
| Seros Financial, LLC | History | Added to | 54,172 | 4,012 | 2.35% | 2.23% | 611 | +4,605 | 9.29% | Q4 2025 | Feb 06, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 53,618 | 3,971 | 0.0% | 0.0% | 612 | +4,133 | 8.35% | Q4 2025 | Feb 17, 2026 |
| Patten Group, Inc. | History | Added to | 53,405 | 3,955 | 0.73% | 0.7% | 613 | +5,273 | 10.96% | Q4 2025 | Jan 23, 2026 |
| TFC Financial Management, Inc. | History | Added to | 53,368 | 3,952 | 0.5% | 0.49% | 614 | +1,908 | 3.71% | Q4 2025 | Jan 23, 2026 |
| HTG Investment Advisors, Inc. | History | Added to | 53,332 | 3,950 | 1.21% | 1.18% | 615 | +6,083 | 12.87% | Q4 2025 | Feb 02, 2026 |
| Generation Capital Management LLC | History | Added to | 52,987 | 3,924 | 2.54% | 0.93% | 616 | +35,659 | 205.79% | Q4 2025 | Feb 13, 2026 |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | History | Reduced | 52,928 | 3,920 | 0.29% | 0.28% | 617 | -3,032 | -5.42% | Q4 2025 | Jan 23, 2026 |
| Leeward Financial Partners, LLC | History | Reduced | 52,844 | 3,914 | 1.1% | 1.14% | 618 | -1,021 | -1.9% | Q4 2025 | Feb 09, 2026 |
| Yukon Wealth Management, Inc. | History | Added to | 52,946 | 3,912 | 2.25% | 1.15% | 620 | +5,573 | 11.76% | Q4 2025 | Feb 10, 2026 |
| JT Stratford LLC | History | Added to | 52,826 | 3,912 | 0.5% | 0.51% | 619 | +1,355 | 2.63% | Q4 2025 | Feb 12, 2026 |
| Financial Avengers, Inc. | History | Added to | 52,723 | 3,905 | 1.6% | 1.32% | 621 | +11,406 | 27.61% | Q4 2025 | Mar 03, 2026 |
| STEVENS CAPITAL PARTNERS | History | Reduced | 52,406 | 3,881 | 1.02% | 1.41% | 622 | -11,045 | -17.41% | Q4 2025 | Jan 27, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 52,285 | 3,872 | 0.2% | 0.21% | 623 | -149 | -0.28% | Q4 2025 | Mar 04, 2026 |
| Rathbones Group PLC | History | Reduced | 52,232 | 3,868 | 0.02% | 0.02% | 624 | -4,143 | -7.35% | Q4 2025 | Feb 06, 2026 |
| Lebenthal Global Advisors, LLC | History | Reduced | 51,955 | 3,848 | 0.59% | 0.99% | 625 | -24,221 | -31.8% | Q4 2025 | Jan 28, 2026 |
| Sarasin & Partners LLP | History | Reduced | 51,869 | 3,841 | 0.04% | 0.05% | 626 | -12,582 | -19.52% | Q4 2025 | Jan 08, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Added to | 51,685 | 3,828 | 0.2% | 0.03% | 627 | +43,378 | 522.19% | Q4 2025 | Feb 11, 2026 |
| Csenge Advisory Group | History | Reduced | 51,065 | 3,782 | 0.17% | 0.19% | 628 | -1,527 | -2.9% | Q4 2025 | Feb 06, 2026 |
| United Advisor Group, LLC | History | Added to | 50,691 | 3,754 | 0.47% | 0.41% | 629 | +9,860 | 24.15% | Q4 2025 | Jan 26, 2026 |
| Parallel Advisors, LLC | History | Reduced | 50,583 | 3,746 | 0.07% | 0.07% | 630 | -2,208 | -4.18% | Q4 2025 | Feb 11, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 50,555 | 3,744 | 0.14% | 0.14% | 631 | +3,309 | 7.0% | Q4 2025 | Feb 17, 2026 |
| FLOYD FINANCIAL GROUP LLC | History | Added to | 50,053 | 3,744 | 2.53% | 2.64% | 632 | +2,271 | 4.75% | Q4 2025 | Feb 24, 2026 |
| Sunesis Advisors, LLC | History | Added to | 50,456 | 3,737 | 1.69% | 1.67% | 633 | +2,451 | 5.11% | Q4 2025 | Feb 02, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 50,214 | 3,719 | 0.24% | 0.25% | 634 | -343 | -0.68% | Q4 2025 | Feb 03, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Reduced | 49,976 | 3,701 | 0.05% | 0.05% | 635 | -826 | -1.63% | Q4 2025 | Jan 22, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 49,858 | 3,693 | 0.07% | 0.09% | 636 | -10,705 | -17.68% | Q4 2025 | Feb 17, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Added to | 49,789 | 3,687 | 0.17% | 0.09% | 637 | +27,761 | 126.03% | Q4 2025 | Jan 12, 2026 |
| BCO Wealth Management LLC | History | Reduced | 49,751 | 3,685 | 2.26% | 2.73% | 638 | -5,800 | -10.44% | Q4 2025 | Jan 14, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 82,487 | 3,682 | 0.09% | 0.11% | 639 | +6,461 | 8.5% | Q4 2025 | Feb 11, 2026 |
| Sage Investment Advisers LLC | History | New | 49,609 | 3,674 | 2.75% | — | 640 | +49,609 | New | Q4 2025 | Feb 10, 2026 |
| Fort Point Capital Partners LLC | History | Added to | 48,656 | 3,616 | 0.41% | 0.31% | 641 | +13,736 | 39.34% | Q4 2025 | Feb 13, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Added to | 48,802 | 3,614 | 0.22% | 0.02% | 642 | +44,243 | 970.45% | Q4 2025 | Feb 11, 2026 |
| BANK OF NOVA SCOTIA | History | No change | 48,637 | 3,602 | 0.01% | 0.01% | 643 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Grove Street Fiduciary, LLC | History | Reduced | 48,364 | 3,582 | 1.5% | 1.71% | 644 | -230 | -0.47% | Q4 2025 | Feb 03, 2026 |
| Washington Trust Advisors, Inc. | History | Added to | 48,097 | 3,562 | 0.27% | 0.15% | 645 | +21,180 | 78.69% | Q4 2025 | Feb 03, 2026 |
| NYL Investors LLC | History | Added to | 47,965 | 3,552 | 1.21% | 1.14% | 646 | +1,210 | 2.59% | Q4 2025 | Feb 11, 2026 |
| Single Point Partners, LLC | History | Added to | 47,965 | 3,552 | 0.7% | 0.72% | 647 | +317 | 0.67% | Q4 2025 | Jan 26, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 47,915 | 3,549 | 0.13% | 0.15% | 648 | +17,581 | 57.96% | Q4 2025 | Feb 04, 2026 |
| Taylor Hoffman Capital Management LLC | History | Reduced | 47,891 | 3,547 | 1.08% | 1.13% | 649 | -426 | -0.88% | Q4 2025 | Feb 11, 2026 |
| Topor & Co. Korea | History | New | 47,808 | 3,541 | 2.67% | — | 650 | +47,808 | New | Q4 2025 | Apr 13, 2026 |
| Arta Finance Wealth Management LLC | History | New | 47,791 | 3,539 | 1.81% | — | 651 | +47,791 | New | Q4 2025 | Jan 20, 2026 |
| Ramiah Investment Group | History | Reduced | 47,745 | 3,536 | 3.46% | 3.75% | 652 | -3,297 | -6.46% | Q4 2025 | Jan 28, 2026 |
| Bristlecone Value Partners, LLC | History | New | 47,276 | 3,501 | 4.04% | — | 653 | +47,276 | New | Q4 2025 | Feb 13, 2026 |
| Centennial Advisors, LLC | History | New | 46,529 | 3,446 | 4.48% | — | 654 | +46,529 | New | Q4 2025 | Jan 22, 2026 |
| David Kennon Inc | History | Reduced | 46,009 | 3,407 | 1.21% | 1.24% | 655 | -258 | -0.56% | Q4 2025 | Jan 26, 2026 |
| CUTLER INVESTMENT COUNSEL LLC | History | Added to | 45,954 | 3,403 | 0.35% | 0.24% | 656 | +15,414 | 50.47% | Q4 2025 | Feb 12, 2026 |
| Amundi | History | Reduced | 45,763 | 3,389 | 0.0% | 0.0% | 657 | -1,943 | -4.07% | Q4 2025 | Feb 17, 2026 |
| Savvy Advisors, Inc. | History | Added to | 45,609 | 3,378 | 0.11% | 0.06% | 658 | +26,891 | 143.66% | Q4 2025 | Jan 20, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 45,633 | 3,377 | 0.09% | 0.2% | 659 | +3,269 | 7.72% | Q4 2025 | Feb 10, 2026 |
| Donalies Financial Planning, LLC | History | New | 44,857 | 3,322 | 2.83% | — | 660 | +44,857 | New | Q4 2025 | Feb 17, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 44,780 | 3,316 | 0.01% | 0.02% | 661 | -7,990 | -15.14% | Q4 2025 | Feb 12, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Reduced | 44,657 | 3,307 | 0.11% | 0.47% | 662 | -127,350 | -74.04% | Q4 2025 | Feb 17, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 44,488 | 3,295 | 0.05% | 0.05% | 663 | +4,038 | 9.98% | Q4 2025 | Feb 09, 2026 |
| Capital Square, LLC | History | Added to | 44,464 | 3,293 | 1.68% | 1.62% | 664 | +1,629 | 3.8% | Q4 2025 | Feb 13, 2026 |
| Frank, Rimerman Advisors LLC | History | Added to | 44,415 | 3,289 | 0.21% | 0.18% | 665 | +6,920 | 18.46% | Q4 2025 | Jan 15, 2026 |
| M Holdings Securities, Inc. | History | New | 44,370 | 3,286 | 0.24% | — | 666 | +44,370 | New | Q4 2025 | Feb 11, 2026 |
| Forum Private Client Group LLC | History | Added to | 44,289 | 3,280 | 1.12% | 1.16% | 667 | +323 | 0.73% | Q4 2025 | Feb 06, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 44,266 | 3,279 | 0.06% | 0.07% | 668 | +483 | 1.1% | Q4 2025 | Feb 12, 2026 |
| Exchange Bank | History | Reduced | 44,126 | 3,268 | 2.26% | 2.47% | 669 | -3,638 | -7.62% | Q4 2025 | Jan 13, 2026 |
| Haverford Trust Co | History | Reduced | 44,045 | 3,262 | 0.03% | 0.03% | 670 | -3,713 | -7.77% | Q4 2025 | Feb 13, 2026 |
| WealthShield Partners, LLC | History | Reduced | 43,739 | 3,239 | 0.36% | 0.45% | 671 | -10,163 | -18.85% | Q4 2025 | Feb 03, 2026 |
| Sherman Asset Management, Inc. | History | Added to | 43,443 | 3,217 | 2.72% | 2.56% | 672 | +3,458 | 8.65% | Q4 2025 | Feb 05, 2026 |
| HOHIMER WEALTH MANAGEMENT, LLC | History | Added to | 43,333 | 3,209 | 0.43% | 0.28% | 673 | +16,060 | 58.89% | Q4 2025 | Feb 12, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Reduced | 43,244 | 3,203 | 0.34% | 0.7% | 675 | -41,026 | -48.68% | Q4 2025 | Jan 28, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Reduced | 43,252 | 3,203 | 0.07% | 0.07% | 674 | -10,031 | -18.83% | Q4 2025 | Feb 05, 2026 |
| Financial Strategies Group, Inc. | History | Added to | 42,822 | 3,176 | 0.57% | 0.58% | 676 | +1,766 | 4.3% | Q4 2025 | Feb 05, 2026 |
| Sellwood Investment Partners LLC | History | Reduced | 42,439 | 3,143 | 1.23% | 1.45% | 677 | -6,567 | -13.4% | Q4 2025 | Jan 26, 2026 |
| HOWARD WEALTH MANAGEMENT, LLC | History | Added to | 42,082 | 3,117 | 1.36% | 1.43% | 678 | +181 | 0.43% | Q4 2025 | Jan 29, 2026 |
| Oldfather Financial Services, LLC | History | Added to | 41,962 | 3,108 | 0.93% | 0.84% | 680 | +5,585 | 15.35% | Q4 2025 | Jan 16, 2026 |
| TCI Wealth Advisors, Inc. | History | Reduced | 41,971 | 3,108 | 0.17% | 0.19% | 679 | -1,733 | -3.97% | Q4 2025 | Feb 02, 2026 |
| GoalFusion Wealth Management, LLC | History | Added to | 41,887 | 3,102 | 1.43% | 1.46% | 681 | +878 | 2.14% | Q4 2025 | Jan 06, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 41,870 | 3,100 | 0.02% | 0.02% | 682 | +3,496 | 9.11% | Q4 2025 | Jan 27, 2026 |
| Tandem Wealth Advisors LLC | History | Added to | 41,669 | 3,086 | 1.38% | 1.44% | 683 | +840 | 2.06% | Q4 2025 | Feb 12, 2026 |
| WARNER FINANCIAL, INC | History | Added to | 41,629 | 3,083 | 1.07% | 1.13% | 684 | +874 | 2.14% | Q4 2025 | Jan 21, 2026 |
| BDFS Capital LLC | History | New | 41,456 | 3,070 | 1.55% | — | 685 | +41,456 | New | Q4 2025 | Feb 26, 2026 |
| HB Wealth Management, LLC | History | Added to | 41,086 | 3,043 | 0.02% | 0.02% | 686 | +1,501 | 3.79% | Q4 2025 | Jan 28, 2026 |
| MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC | History | Reduced | 41,080 | 3,042 | 0.49% | 0.5% | 687 | -1,649 | -3.86% | Q4 2025 | Jan 29, 2026 |
| AEGON USA Investment Management, LLC | History | Reduced | 41,001 | 3,036 | 2.15% | 2.1% | 688 | -398 | -0.96% | Q4 2025 | Feb 09, 2026 |
| Transcendent Capital Group LLC | History | Added to | 40,953 | 3,033 | 1.37% | 1.3% | 689 | +1,745 | 4.45% | Q4 2025 | Jan 26, 2026 |
| Barden Capital Management, Inc. | History | Added to | 40,746 | 3,018 | 2.48% | 2.22% | 690 | +4,851 | 13.51% | Q4 2025 | Jan 06, 2026 |
| Coston, McIsaac & Partners | History | Reduced | 40,400 | 2,991 | 0.69% | 0.76% | 691 | -2,696 | -6.26% | Q4 2025 | Feb 03, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Added to | 40,066 | 2,967 | 0.64% | 0.57% | 692 | +17,597 | 78.32% | Q4 2025 | Feb 12, 2026 |
| Trust Point Inc. | History | Reduced | 39,917 | 2,956 | 0.23% | 0.24% | 693 | -462 | -1.14% | Q4 2025 | Jan 13, 2026 |
| Wealth Advisory Solutions, LLC | History | Added to | 39,747 | 2,944 | 0.69% | 0.68% | 694 | +1,903 | 5.03% | Q4 2025 | Jan 16, 2026 |
| Wealthspire Retirement, LLC | History | Added to | 39,645 | 2,936 | 0.18% | 0.18% | 695 | +690 | 1.77% | Q4 2025 | Feb 18, 2026 |
| STEEL GROVE CAPITAL ADVISORS, LLC | History | Added to | 39,616 | 2,934 | 0.3% | 0.21% | 696 | +15,728 | 65.84% | Q4 2025 | Feb 09, 2026 |
| Net Worth Advisory Group | History | Added to | 39,110 | 2,896 | 0.59% | 0.5% | 697 | +15,957 | 68.92% | Q4 2025 | Jan 14, 2026 |
| Security Financial Services, INC. | History | Added to | 38,846 | 2,877 | 0.45% | 0.44% | 698 | +2,612 | 7.21% | Q4 2025 | Jan 27, 2026 |
| Argent Trust Co | History | Added to | 38,726 | 2,868 | 0.1% | 0.1% | 699 | +794 | 2.09% | Q4 2025 | Feb 10, 2026 |
| 10Elms LLP | History | Reduced | 38,606 | 2,859 | 2.62% | 2.6% | 700 | -329 | -0.84% | Q4 2025 | Feb 13, 2026 |
| Michels Family Financial, LLC | History | Added to | 38,309 | 2,837 | 2.08% | 2.08% | 701 | +2,366 | 6.58% | Q4 2025 | Feb 19, 2026 |
| Dakota Wealth Management | History | Added to | 38,276 | 2,835 | 0.05% | 0.04% | 702 | +8,783 | 29.78% | Q4 2025 | Jan 13, 2026 |
| Avantax Planning Partners, Inc. | History | Reduced | 37,914 | 2,808 | 0.08% | 0.08% | 703 | -767 | -1.98% | Q4 2025 | Feb 05, 2026 |
| Center For Asset Management LLC | History | Reduced | 37,906 | 2,807 | 1.47% | 1.55% | 704 | -1,057 | -2.71% | Q4 2025 | Jan 21, 2026 |
| NVWM, LLC | History | Added to | 37,524 | 2,779 | 0.6% | 0.62% | 705 | +512 | 1.38% | Q4 2025 | Jan 20, 2026 |
| CITY HOLDING CO | History | Added to | 37,512 | 2,777 | 0.34% | 0.32% | 706 | +3,706 | 10.96% | Q4 2025 | Jan 22, 2026 |
| Prime Buchholz LLC | History | Reduced | 37,483 | 2,776 | 1.65% | 2.02% | 707 | -12,021 | -24.28% | Q4 2025 | Feb 11, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 37,429 | 2,772 | 0.13% | 0.14% | 708 | -1,440 | -3.7% | Q4 2025 | Feb 13, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 37,248 | 2,758 | 0.02% | 0.02% | 709 | +760 | 2.08% | Q4 2025 | Feb 12, 2026 |
| FIDUCIENT ADVISORS LLC | History | Added to | 37,199 | 2,755 | 0.34% | 0.27% | 710 | +6,105 | 19.63% | Q4 2025 | Feb 10, 2026 |
| DAVENPORT & Co LLC | History | Added to | 36,856 | 2,729 | 0.01% | 0.01% | 711 | +2,017 | 5.79% | Q4 2025 | Jan 12, 2026 |
| Stewardship Advisors, LLC | History | Added to | 36,854 | 2,729 | 0.63% | 0.61% | 712 | +1,898 | 5.43% | Q4 2025 | Jan 15, 2026 |
| First PREMIER Bank | History | Added to | 36,617 | 2,712 | 0.62% | 0.61% | 713 | +680 | 1.89% | Q4 2025 | Jan 23, 2026 |
| Main Street Financial Solutions, LLC | History | Reduced | 36,077 | 2,672 | 0.2% | 0.18% | 714 | -650 | -1.77% | Q4 2025 | Feb 17, 2026 |
| Fairway Wealth LLC | History | Added to | 36,014 | 2,667 | 0.72% | 0.7% | 715 | +2,692 | 8.08% | Q4 2025 | Jan 28, 2026 |
| Forty-three Eighteen Advisors, LLC | History | New | 35,975 | 2,664 | 2.07% | — | 716 | +35,975 | New | Q4 2025 | Mar 16, 2026 |
| Walkner Condon Financial Advisors LLC | History | Reduced | 35,949 | 2,662 | 0.37% | 0.44% | 717 | -1,620 | -4.31% | Q4 2025 | Jan 21, 2026 |
| Balentine LLC | History | Reduced | 35,677 | 2,642 | 0.1% | 0.15% | 718 | -20,850 | -36.89% | Q4 2025 | Feb 02, 2026 |
| Cornerstone Financial Group, LLC /NE/ | History | Added to | 35,637 | 2,639 | 1.84% | 2.03% | 719 | +434 | 1.23% | Q4 2025 | Feb 11, 2026 |
| Allegiance Financial Group Advisory Services LLC | History | Added to | 35,553 | 2,633 | 0.55% | 0.58% | 720 | +1,705 | 5.04% | Q4 2025 | Feb 03, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 35,401 | 2,622 | 0.02% | 0.01% | 721 | +16,562 | 87.91% | Q4 2025 | Feb 09, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 35,402 | 2,622 | 0.03% | 0.03% | 722 | -48 | -0.14% | Q4 2025 | Jan 26, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Added to | 35,334 | 2,618 | 0.08% | 0.13% | 723 | +7,626 | 27.52% | Q4 2025 | Feb 13, 2026 |
| 5T Wealth, LLC | History | Added to | 35,270 | 2,612 | 1.04% | 1.06% | 724 | +2,654 | 8.14% | Q4 2025 | Jan 27, 2026 |
| Worth Asset Management, LLC | History | Added to | 35,118 | 2,601 | 1.1% | 1.15% | 725 | +739 | 2.15% | Q4 2025 | Jan 14, 2026 |
| Arrowroot Family Office, LLC | History | Added to | 35,053 | 2,596 | 0.94% | 0.72% | 726 | +10,898 | 45.12% | Q4 2025 | Feb 11, 2026 |
| Allodium Investment Consultants, LLC | History | Added to | 34,924 | 2,586 | 1.31% | 1.27% | 727 | +4,776 | 15.84% | Q4 2025 | Jan 14, 2026 |
| Crusonia Wealth Advisors LLC | History | New | 34,911 | 2,585 | 0.57% | — | 728 | +34,911 | New | Q4 2025 | Feb 18, 2026 |
| Westerkirk Capital Inc. | History | Reduced | 34,850 | 2,581 | 0.25% | 3.31% | 729 | -354,500 | -91.05% | Q4 2025 | Feb 11, 2026 |
| Stonebridge Financial Planning Group, LLC | History | Added to | 34,720 | 2,571 | 0.93% | 0.92% | 730 | +1,872 | 5.7% | Q4 2025 | Feb 05, 2026 |
| NorthRock Partners, LLC | History | Added to | 34,556 | 2,559 | 0.04% | 0.01% | 731 | +28,172 | 441.29% | Q4 2025 | Feb 17, 2026 |
| Summit Wealth Partners, LLC | History | Reduced | 34,556 | 2,559 | 0.47% | 0.65% | 732 | -13,724 | -28.43% | Q4 2025 | Jan 27, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 34,363 | 2,545 | 0.0% | 0.0% | 733 | -1,335 | -3.74% | Q4 2025 | Feb 17, 2026 |
| Marotta Asset Management | History | Added to | 34,183 | 2,531 | 0.47% | 0.39% | 734 | +6,252 | 22.38% | Q4 2025 | Jan 07, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 34,122 | 2,527 | 0.03% | 0.05% | 735 | -8,008 | -19.01% | Q4 2025 | Feb 10, 2026 |
| RESTON WEALTH MANAGEMENT LLC | History | Added to | 33,870 | 2,508 | 0.77% | 0.72% | 736 | +3,699 | 12.26% | Q4 2025 | Feb 12, 2026 |
| Prosperity Planning, Inc. | History | Added to | 33,806 | 2,503 | 0.65% | 0.61% | 737 | +3,170 | 10.35% | Q4 2025 | Jan 14, 2026 |
| HFG Advisors, Inc. | History | Added to | 33,775 | 2,501 | 1.81% | 1.73% | 738 | +2,164 | 6.85% | Q4 2025 | Feb 13, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 33,732 | 2,498 | 0.06% | 0.05% | 739 | +8,083 | 31.51% | Q4 2025 | Jan 27, 2026 |
| Planning Project LLC | History | New | 33,668 | 2,493 | 0.63% | — | 740 | +33,668 | New | Q4 2025 | Feb 12, 2026 |
| SOL Capital Management CO | History | Reduced | 33,305 | 2,467 | 0.22% | 0.24% | 741 | -2,910 | -8.04% | Q4 2025 | Jan 30, 2026 |
| Strategies Wealth Advisors, LLC | History | Reduced | 33,252 | 2,462 | 0.25% | 0.28% | 742 | -2,694 | -7.49% | Q4 2025 | Feb 13, 2026 |
| PCG ASSET MANAGEMENT, LLC | History | Added to | 32,500 | 2,439 | 1.94% | 1.77% | 743 | +2,890 | 9.76% | Q4 2025 | Feb 12, 2026 |
| Traveka Wealth, LLC | History | Added to | 32,672 | 2,420 | 0.99% | 1.04% | 744 | +1,394 | 4.46% | Q4 2025 | Jan 08, 2026 |
| CGN Advisors LLC | History | Added to | 32,657 | 2,418 | 0.19% | 0.2% | 745 | +670 | 2.09% | Q4 2025 | Jan 05, 2026 |
| Compass Ion Advisors, LLC | History | Added to | 32,640 | 2,417 | 0.23% | 0.23% | 746 | +231 | 0.71% | Q4 2025 | Jan 29, 2026 |
| Strategic Investment Advisors / MI | History | Reduced | 32,463 | 2,404 | 0.21% | 0.21% | 747 | -17,654 | -35.23% | Q4 2025 | Feb 17, 2026 |
| GOULD ASSET MANAGEMENT LLC /CA/ | History | Reduced | 32,279 | 2,390 | 0.42% | 0.45% | 748 | -355 | -1.09% | Q4 2025 | Feb 17, 2026 |
| BCS Private Wealth Management, Inc. | History | Added to | 32,015 | 2,371 | 0.81% | 0.78% | 749 | +2,540 | 8.62% | Q4 2025 | Jan 26, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 31,973 | 2,368 | 0.0% | 0.0% | 750 | -1,439 | -4.31% | Q4 2025 | Feb 13, 2026 |
| Western Wealth Management, LLC | History | Added to | 31,812 | 2,356 | 0.11% | 0.1% | 751 | +5,297 | 19.98% | Q4 2025 | Feb 05, 2026 |
| Narus Financial Partners, LLC | History | Reduced | 31,735 | 2,350 | 0.65% | 0.65% | 752 | -53 | -0.17% | Q4 2025 | Feb 09, 2026 |
| Passive Capital Management, LLC. | History | Added to | 31,722 | 2,349 | 0.73% | 0.72% | 753 | +1,901 | 6.37% | Q4 2025 | Feb 05, 2026 |
| Gateway Wealth Partners, LLC | History | Reduced | 31,709 | 2,348 | 0.26% | 0.36% | 754 | -3,954 | -11.09% | Q4 2025 | Feb 11, 2026 |
| Investment Advisory Group, LLC | History | Added to | 31,283 | 2,317 | 0.6% | 0.61% | 755 | +1,306 | 4.36% | Q4 2025 | Jan 23, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Added to | 31,251 | 2,314 | 0.66% | 0.5% | 756 | +9,535 | 43.91% | Q4 2025 | Feb 11, 2026 |
| CONTINENTAL INVESTORS SERVICES, INC. | History | Added to | 31,119 | 2,309 | 2.98% | 3.26% | 757 | +1,744 | 5.94% | Q4 2025 | Feb 23, 2026 |
| FC Advisory LLC | History | Added to | 31,186 | 2,309 | 0.66% | 0.68% | 758 | +116 | 0.37% | Q4 2025 | Jan 13, 2026 |
| Plum Street Advisors, LLC | History | Added to | 31,160 | 2,308 | 0.82% | 0.89% | 759 | +6 | 0.02% | Q4 2025 | Feb 13, 2026 |
| GWN SECURITIES INC. | History | Added to | 31,154 | 2,307 | 0.47% | 0.51% | 760 | +1,835 | 6.26% | Q4 2025 | Feb 11, 2026 |
| GEN Financial Management, INC. | History | Added to | 31,094 | 2,303 | 1.45% | 1.99% | 761 | +47 | 0.15% | Q4 2025 | Jan 15, 2026 |
| Gordian Advisors LLC | History | No change | 30,893 | 2,288 | 1.52% | 1.54% | 762 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| REDW Wealth LLC | History | Reduced | 30,825 | 2,283 | 0.87% | 0.87% | 763 | -199 | -0.64% | Q4 2025 | Jan 28, 2026 |
| Scissortail Wealth Management, LLC | History | Added to | 30,746 | 2,277 | 0.52% | 0.48% | 764 | +1,367 | 4.65% | Q4 2025 | Jan 29, 2026 |
| Bath Savings Trust Co | History | Added to | 30,685 | 2,272 | 0.23% | 0.19% | 765 | +4,652 | 17.87% | Q4 2025 | Jan 12, 2026 |
| Sloy Dahl & Holst, LLC | History | Added to | 30,538 | 2,261 | 0.27% | 0.12% | 766 | +15,526 | 103.42% | Q4 2025 | Feb 04, 2026 |
| American Trust | History | Added to | 30,507 | 2,259 | 0.19% | 0.19% | 767 | +188 | 0.62% | Q4 2025 | Feb 17, 2026 |
| Sigma Planning Corp | History | Added to | 30,361 | 2,248 | 0.06% | 0.06% | 768 | +2,718 | 9.83% | Q4 2025 | Jan 30, 2026 |
| Thrive Capital Management, LLC | History | Added to | 30,320 | 2,245 | 0.5% | 0.34% | 769 | +12,417 | 69.36% | Q4 2025 | Feb 09, 2026 |
| Cyndeo Wealth Partners, LLC | History | Added to | 30,079 | 2,227 | 0.12% | 0.06% | 770 | +16,283 | 118.03% | Q4 2025 | Jan 07, 2026 |
| Hegarty Advisors, LLC | History | New | 30,043 | 2,225 | 1.93% | — | 771 | +30,043 | New | Q4 2025 | Jan 29, 2026 |
| Pinnacle Family Advisors, LLC | History | Added to | 29,880 | 2,213 | 0.97% | 0.94% | 772 | +908 | 3.13% | Q4 2025 | Feb 17, 2026 |
| PAX Financial Group, LLC | History | Reduced | 29,855 | 2,211 | 0.38% | 0.42% | 773 | -1,261 | -4.05% | Q4 2025 | Feb 05, 2026 |
| OAK HARBOR WEALTH PARTNERS, LLC | History | Added to | 29,813 | 2,208 | 0.53% | 0.38% | 774 | +9,181 | 44.5% | Q4 2025 | Feb 02, 2026 |
| Straight Path Wealth Management | History | Added to | 29,804 | 2,207 | 0.6% | 0.59% | 775 | +383 | 1.3% | Q4 2025 | Feb 11, 2026 |
| Janney Capital Management LLC | History | Reduced | 29,776 | 2,206 | 0.14% | 0.15% | 776 | -2,143 | -6.71% | Q4 2025 | Feb 11, 2026 |
| FLAGSTAR ADVISORS INC | History | Reduced | 29,675 | 2,198 | 0.74% | 0.7% | 777 | -976 | -3.18% | Q4 2025 | Jan 13, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 29,509 | 2,185 | 0.26% | 0.22% | 778 | +6,319 | 27.25% | Q4 2025 | Jan 26, 2026 |
| AE Wealth Management LLC | History | Added to | 29,512 | 2,185 | 0.01% | 0.01% | 779 | +2,205 | 8.07% | Q4 2025 | Jan 26, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Reduced | 29,346 | 2,173 | 0.18% | 0.17% | 780 | -1,228 | -4.02% | Q4 2025 | Feb 17, 2026 |
| Daybright Advisory Services, Inc. | History | New | 29,289 | 2,169 | 0.58% | — | 781 | +29,289 | New | Q4 2025 | Feb 12, 2026 |
| SeaCrest Wealth Management, LLC | History | Added to | 29,125 | 2,162 | 0.22% | 0.12% | 782 | +13,517 | 86.6% | Q4 2025 | Jan 12, 2026 |
| Vontobel Holding Ltd. | History | No change | 29,050 | 2,151 | 0.01% | 0.01% | 783 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Moneda S.A. Administradora General de Fondos | History | No change | 28,940 | 2,143 | 1.92% | 2.38% | 784 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Diversified Enterprises, LLC | History | Added to | 28,908 | 2,141 | 0.13% | 0.09% | 785 | +10,465 | 56.74% | Q4 2025 | Jan 28, 2026 |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | History | Added to | 28,590 | 2,122 | 0.3% | 0.27% | 786 | +6,089 | 27.06% | Q4 2025 | Feb 11, 2026 |
| KW WEALTH MANAGEMENT LLC | History | Reduced | 28,648 | 2,122 | 3.22% | 3.85% | 787 | -1,729 | -5.69% | Q4 2025 | Feb 25, 2026 |
| STAGE HARBOR FINANCIAL, LLC | History | Reduced | 28,566 | 2,115 | 1.43% | 1.62% | 788 | -1,245 | -4.18% | Q4 2025 | Feb 17, 2026 |
| Wiser Advisor Group LLC | History | Added to | 28,211 | 2,089 | 2.39% | 2.56% | 789 | +524 | 1.89% | Q4 2025 | Feb 09, 2026 |
| Evensky & Katz LLC | History | Added to | 28,175 | 2,087 | 0.12% | 0.11% | 790 | +3,378 | 13.62% | Q4 2025 | Feb 05, 2026 |
| EASTERN BANK | History | Reduced | 28,129 | 2,083 | 0.04% | 0.04% | 791 | -1,281 | -4.36% | Q4 2025 | Jan 14, 2026 |
| Wheelhouse Advisory Group LLC | History | Added to | 27,777 | 2,063 | 0.78% | 0.6% | 792 | +9,059 | 48.4% | Q4 2025 | Jan 29, 2026 |
| Fort Henry Capital, LLC | History | Added to | 27,783 | 2,057 | 1.26% | 1.08% | 793 | +4,821 | 21.0% | Q4 2025 | Jan 23, 2026 |
| Nikulski Financial, Inc. | History | Reduced | 27,746 | 2,055 | 0.49% | 0.71% | 794 | -10,500 | -27.45% | Q4 2025 | Jan 15, 2026 |
| Midwest Trust Co | History | Added to | 27,744 | 2,054 | 0.03% | 0.03% | 795 | +231 | 0.84% | Q4 2025 | Feb 04, 2026 |
| TABR Capital Management, LLC | History | Added to | 27,675 | 2,049 | 1.37% | 1.25% | 796 | +3,237 | 13.25% | Q4 2025 | Jan 28, 2026 |
| Friedenthal Financial | History | Reduced | 27,612 | 2,045 | 1.05% | 1.52% | 797 | -12,065 | -30.41% | Q4 2025 | Jan 27, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Reduced | 27,450 | 2,033 | 0.05% | 0.06% | 798 | -3,288 | -10.7% | Q4 2025 | Feb 03, 2026 |
| Cresset Asset Management, LLC | History | Added to | 27,401 | 2,029 | 0.01% | 0.01% | 799 | +1,367 | 5.25% | Q4 2025 | Feb 17, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 27,146 | 2,010 | 0.12% | 0.11% | 800 | +6,197 | 29.58% | Q4 2025 | Feb 10, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Added to | 27,124 | 2,009 | 0.25% | 0.15% | 801 | +12,821 | 89.64% | Q4 2025 | Jan 15, 2026 |
| Brookwood Investment Group LLC | History | Added to | 26,993 | 1,999 | 0.24% | 0.26% | 802 | +293 | 1.1% | Q4 2025 | Jan 22, 2026 |
| FAGAN ASSOCIATES, INC. | History | Reduced | 26,976 | 1,998 | 0.27% | 0.28% | 803 | -312 | -1.14% | Q4 2025 | Jan 30, 2026 |
| REGIONS FINANCIAL CORP | History | New | 26,884 | 1,991 | 0.01% | — | 804 | +26,884 | New | Q4 2025 | Jan 27, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 26,878 | 1,990 | 0.03% | 0.04% | 805 | +302 | 1.14% | Q4 2025 | Jan 22, 2026 |
| Bonfire Financial | History | Added to | 26,348 | 1,951 | 1.46% | 1.23% | 806 | +4,873 | 22.69% | Q4 2025 | Jan 27, 2026 |
| Southland Equity Partners LLC | History | Added to | 26,270 | 1,945 | 0.38% | 0.35% | 807 | +2,831 | 12.08% | Q4 2025 | Jan 14, 2026 |
| Discipline Wealth Solutions, LLC | History | Added to | 26,257 | 1,944 | 0.36% | 0.24% | 808 | +13,875 | 112.06% | Q4 2025 | Jan 26, 2026 |
| Beaumont Financial Advisors, LLC | History | Added to | 26,100 | 1,933 | 0.13% | 0.13% | 809 | +274 | 1.06% | Q4 2025 | Jan 16, 2026 |
| Plan Group Financial, LLC | History | Reduced | 25,935 | 1,920 | 0.5% | 0.81% | 810 | -14,474 | -35.82% | Q4 2025 | Feb 03, 2026 |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | History | Added to | 25,900 | 1,918 | 0.56% | 0.39% | 811 | +8,259 | 46.82% | Q4 2025 | Jan 08, 2026 |
| Evanson Asset Management, LLC | History | Reduced | 25,761 | 1,908 | 0.1% | 0.18% | 812 | -17,025 | -39.79% | Q4 2025 | Jan 12, 2026 |
| Clearstead Trust, LLC | History | No change | 25,663 | 1,900 | 0.3% | 0.33% | 813 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Premier Private Wealth Management LLC | History | New | 25,554 | 1,888 | 1.96% | — | 814 | +25,554 | New | Q4 2025 | Feb 11, 2026 |
| Capital Planning Advisors, LLC | History | Added to | 25,479 | 1,887 | 0.25% | 0.14% | 815 | +11,563 | 83.09% | Q4 2025 | Feb 17, 2026 |
| PFG Investments, LLC | History | Added to | 25,352 | 1,877 | 0.09% | 0.07% | 816 | +6,659 | 35.62% | Q4 2025 | Jan 26, 2026 |
| Wedmont Private Capital | History | Reduced | 25,256 | 1,875 | 0.07% | 0.07% | 817 | -25 | -0.1% | Q4 2025 | Jan 08, 2026 |
| Joel Isaacson & Co., LLC | History | Added to | 25,206 | 1,867 | 0.06% | 0.02% | 818 | +17,930 | 246.43% | Q4 2025 | Jan 30, 2026 |
| Buck Wealth Strategies, LLC | History | Reduced | 25,095 | 1,858 | 0.24% | 0.63% | 819 | -36,491 | -59.25% | Q4 2025 | Feb 03, 2026 |
| Capital Investment Management, Inc. | History | New | 25,001 | 1,851 | 0.65% | — | 820 | +25,001 | New | Q4 2025 | Apr 10, 2026 |
| RBA Wealth Management, LLC | History | Added to | 24,932 | 1,846 | 0.63% | 0.61% | 821 | +1,083 | 4.54% | Q4 2025 | Jan 26, 2026 |
| JIM SAULNIER & ASSOCIATES, LLC | History | Added to | 24,870 | 1,842 | 0.95% | 0.83% | 822 | +4,746 | 23.58% | Q4 2025 | Jan 29, 2026 |
| Three Seasons Wealth, LLC | History | Added to | 24,719 | 1,830 | 0.17% | 0.16% | 823 | +2,403 | 10.77% | Q4 2025 | Jan 15, 2026 |
| Cascade Financial Partners, LLC | History | Reduced | 24,695 | 1,829 | 0.19% | 0.28% | 824 | -8,289 | -25.13% | Q4 2025 | Feb 06, 2026 |
| Everhart Financial Group, Inc. | History | Added to | 24,630 | 1,824 | 0.17% | 0.17% | 825 | +2,105 | 9.35% | Q4 2025 | Jan 07, 2026 |
| Eley Financial Management, Inc | History | Added to | 24,632 | 1,824 | 0.66% | 0.65% | 826 | +326 | 1.34% | Q4 2025 | Feb 12, 2026 |
| PLANNING ALTERNATIVES LTD /ADV | History | Reduced | 24,621 | 1,823 | 0.23% | 0.24% | 827 | -59 | -0.24% | Q4 2025 | Feb 06, 2026 |
| FIRST UNITED BANK & TRUST | History | Added to | 24,583 | 1,820 | 0.58% | 0.59% | 828 | +85 | 0.35% | Q4 2025 | Jan 21, 2026 |
| Squire Investment Management Company, LLC | History | Added to | 24,563 | 1,819 | 0.55% | 0.59% | 829 | +237 | 0.97% | Q4 2025 | Jan 22, 2026 |
| Independent Wealth Network Inc. | History | Added to | 24,507 | 1,815 | 0.55% | 0.52% | 830 | +2,901 | 13.43% | Q4 2025 | Jan 26, 2026 |
| Pioneer Wealth Management Group | History | Added to | 24,411 | 1,808 | 0.55% | 0.54% | 831 | +2,019 | 9.02% | Q4 2025 | Jan 12, 2026 |
| Arete Wealth Advisors, LLC | History | Added to | 24,384 | 1,806 | 0.11% | 0.08% | 832 | +8,114 | 49.87% | Q4 2025 | Feb 13, 2026 |
| GW&K Investment Management, LLC | History | Added to | 24,335 | 1,803 | 0.02% | 0.02% | 833 | +1,034 | 4.44% | Q4 2025 | Feb 11, 2026 |
| Pacific Wealth Strategies Group, Inc. | History | Reduced | 24,317 | 1,801 | 1.02% | 1.34% | 834 | -5,045 | -17.18% | Q4 2025 | Feb 09, 2026 |
| McGrath & Associates, Inc. | History | Reduced | 24,303 | 1,800 | 2.56% | 3.98% | 835 | -11,720 | -32.53% | Q4 2025 | Feb 10, 2026 |
| Red Tortoise LLC | History | Added to | 24,221 | 1,794 | 0.76% | 0.78% | 836 | +125 | 0.52% | Q4 2025 | Jan 22, 2026 |
| CULBERTSON A N & CO INC | History | Reduced | 24,189 | 1,791 | 0.25% | 0.26% | 837 | -110 | -0.45% | Q4 2025 | Jan 21, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 24,117 | 1,786 | 0.28% | 0.25% | 838 | +3,532 | 17.16% | Q4 2025 | Feb 24, 2026 |
| Endowment Wealth Management, Inc. | History | Added to | 23,999 | 1,777 | 0.82% | 0.68% | 839 | +3,769 | 18.63% | Q4 2025 | Feb 09, 2026 |
| SEVEN MILE ADVISORY | History | Added to | 23,741 | 1,758 | 0.3% | 0.23% | 840 | +4,453 | 23.09% | Q4 2025 | Feb 13, 2026 |
| Westside Investment Management, Inc. | History | Reduced | 23,561 | 1,745 | 0.28% | 0.29% | 841 | -890 | -3.64% | Q4 2025 | Jan 23, 2026 |
| Leo Wealth, LLC | History | Added to | 23,499 | 1,740 | 0.13% | 0.11% | 842 | +12,429 | 112.28% | Q4 2025 | Jan 21, 2026 |
| BURNS J W & CO INC/NY | History | Reduced | 23,409 | 1,733 | 0.19% | 0.21% | 843 | -1,289 | -5.22% | Q4 2025 | Jan 12, 2026 |
| CUMBERLAND ADVISORS INC | History | Added to | 23,365 | 1,730 | 0.66% | 0.6% | 844 | +2,380 | 11.34% | Q4 2025 | Feb 02, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Reduced | 23,196 | 1,718 | 0.24% | 0.64% | 845 | -34,774 | -59.99% | Q4 2025 | Feb 17, 2026 |
| CAPITAL INSIGHT PARTNERS, LLC | History | Reduced | 23,072 | 1,708 | 0.36% | 0.29% | 846 | -258 | -1.11% | Q4 2025 | Feb 17, 2026 |
| Three Arch Wealth Management LLC | History | New | 22,969 | 1,701 | 0.32% | — | 847 | +22,969 | New | Q4 2025 | Feb 13, 2026 |
| Diversified Portfolios, Inc. | History | Added to | 22,925 | 1,698 | 0.14% | 0.09% | 849 | +9,274 | 67.94% | Q4 2025 | Feb 09, 2026 |
| NICOLET BANKSHARES INC | History | Added to | 22,937 | 1,698 | 0.27% | 0.26% | 848 | +1,514 | 7.07% | Q4 2025 | Feb 09, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 22,772 | 1,686 | 0.0% | 0.0% | 850 | +1,147 | 5.3% | Q4 2025 | Feb 17, 2026 |
| Joel Adams & Associates, Inc. | History | Reduced | 22,771 | 1,686 | 1.27% | 1.37% | 851 | -50 | -0.22% | Q4 2025 | Jan 27, 2026 |
| Centric Wealth Management | History | Added to | 22,748 | 1,681 | 0.36% | 0.18% | 853 | +11,730 | 106.46% | Q4 2025 | Feb 04, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 22,706 | 1,681 | 0.06% | 0.06% | 852 | +195 | 0.87% | Q4 2025 | Feb 13, 2026 |
| COMPASS CAPITAL CORP /MA/ /ADV | History | New | 22,299 | 1,660 | 0.64% | — | 854 | +22,299 | New | Q4 2025 | Feb 12, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 22,209 | 1,645 | 0.01% | 0.0% | 855 | +21,281 | 2293.21% | Q4 2025 | Feb 12, 2026 |
| INNEALTA CAPITAL, LLC | History | Added to | 22,220 | 1,645 | 0.89% | 0.79% | 856 | +995 | 4.69% | Q4 2025 | Jan 30, 2026 |
| Chicago Capital, LLC | History | Added to | 22,195 | 1,643 | 0.04% | 0.04% | 857 | +623 | 2.89% | Q4 2025 | Jan 26, 2026 |
| BOK Financial Private Wealth, Inc. | History | Reduced | 22,138 | 1,639 | 0.1% | 0.12% | 858 | -2,749 | -11.05% | Q4 2025 | Feb 06, 2026 |
| Roger Wittlin Investment Advisory, LLC | History | Reduced | 22,103 | 1,637 | 1.14% | 1.29% | 859 | -9,194 | -29.38% | Q4 2025 | Jan 20, 2026 |
| WealthCare Investment Partners, LLC | History | Added to | 22,058 | 1,633 | 0.48% | 0.5% | 860 | +1,412 | 6.84% | Q4 2025 | Jan 06, 2026 |
| EVOKE WEALTH, LLC | History | Added to | 21,983 | 1,628 | 0.03% | 0.03% | 861 | +152 | 0.7% | Q4 2025 | Feb 06, 2026 |
| Ballast Financial Advisors LLC | History | New | 21,941 | 1,625 | 1.67% | — | 862 | +21,941 | New | Q4 2025 | Feb 17, 2026 |
| SageGuard Financial Group, LLC | History | New | 21,780 | 1,613 | 0.26% | — | 864 | +21,780 | New | Q4 2025 | Jan 27, 2026 |
| Evolution Wealth Advisors, LLC | History | No change | 21,780 | 1,613 | 0.16% | 0.22% | 863 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | Added to | 21,741 | 1,610 | 0.01% | 0.01% | 865 | +94 | 0.43% | Q4 2025 | Feb 09, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 21,725 | 1,609 | 0.07% | 0.07% | 866 | +2,025 | 10.28% | Q4 2025 | Feb 13, 2026 |
| Gryphon Financial Partners LLC | History | Added to | 21,727 | 1,609 | 0.17% | 0.18% | 867 | +712 | 3.39% | Q4 2025 | Jan 08, 2026 |
| Colonial Trust Co / SC | History | Reduced | 21,645 | 1,603 | 0.21% | 0.22% | 868 | -290 | -1.32% | Q4 2025 | Feb 12, 2026 |
| Silver Grove Financial Group, Inc. | History | Added to | 21,599 | 1,599 | 1.38% | 1.48% | 869 | +578 | 2.75% | Q4 2025 | Feb 17, 2026 |
| SELDON CAPITAL LP | History | No change | 21,582 | 1,598 | 0.55% | 0.56% | 870 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Old Peak Finance LLC | History | New | 21,511 | 1,593 | 0.98% | — | 871 | +21,511 | New | Q4 2025 | Feb 10, 2026 |
| NorthCrest Asset Manangement, LLC | History | Reduced | 21,424 | 1,589 | 0.04% | 0.04% | 872 | -1,782 | -7.68% | Q4 2025 | Jan 08, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 21,251 | 1,574 | 0.05% | 0.04% | 873 | +4,784 | 29.05% | Q4 2025 | Feb 12, 2026 |
| CAPE COD FIVE CENTS SAVINGS BANK | History | No change | 20,658 | 1,551 | 0.14% | 0.14% | 874 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | Added to | 20,779 | 1,539 | 0.56% | 0.63% | 875 | +1,018 | 5.15% | Q4 2025 | Feb 12, 2026 |
| Aegis Wealth Management LLC | History | Added to | 20,600 | 1,525 | 0.86% | 0.81% | 876 | +202 | 0.99% | Q4 2025 | Jan 14, 2026 |
| Red Wave Investments LLC | History | Added to | 20,579 | 1,524 | 0.45% | 0.46% | 877 | +602 | 3.01% | Q4 2025 | Feb 06, 2026 |
| StoneX Group Inc. | History | Reduced | 20,435 | 1,513 | 0.07% | 0.29% | 878 | -68,097 | -76.92% | Q4 2025 | Feb 12, 2026 |
| Beaird Harris Wealth Management, LLC | History | Added to | 20,422 | 1,512 | 0.1% | 0.06% | 879 | +9,169 | 81.48% | Q4 2025 | Feb 23, 2026 |
| DiPaolo Financial Group, Inc. | History | New | 20,329 | 1,505 | 1.6% | — | 880 | +20,329 | New | Q4 2025 | Feb 24, 2026 |
| MBA Advisors LLC | History | Reduced | 20,272 | 1,501 | 0.6% | 0.65% | 881 | -131 | -0.64% | Q4 2025 | Jan 21, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 20,195 | 1,495 | 0.13% | 0.14% | 882 | -835 | -3.97% | Q4 2025 | Jan 26, 2026 |
| SJS Investment Consulting Inc. | History | Reduced | 20,177 | 1,494 | 0.19% | 0.21% | 883 | -50 | -0.25% | Q4 2025 | Jan 21, 2026 |
| FAMILY WEALTH PARTNERS, LLC | History | Added to | 20,143 | 1,491 | 0.54% | 0.55% | 884 | +339 | 1.71% | Q4 2025 | Jan 14, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 20,123 | 1,490 | 0.04% | 0.0% | 885 | +19,990 | 15030.08% | Q4 2025 | Feb 17, 2026 |
| Meridian Wealth Partners, LLC | History | Added to | 20,065 | 1,486 | 0.2% | 0.2% | 886 | +85 | 0.43% | Q4 2025 | Feb 13, 2026 |
| Burkett Asset Management Ltd | History | New | 19,995 | 1,481 | 1.5% | — | 887 | +19,995 | New | Q4 2025 | Feb 12, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 19,981 | 1,479 | 0.03% | 0.03% | 888 | +3,850 | 23.87% | Q4 2025 | Feb 06, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Reduced | 19,904 | 1,474 | 0.32% | 0.33% | 889 | -251 | -1.25% | Q4 2025 | Jan 16, 2026 |
| Quantum Financial Planning Services, Inc. | History | Reduced | 19,818 | 1,467 | 0.53% | 0.82% | 890 | -7,465 | -27.36% | Q4 2025 | Jan 15, 2026 |
| Madrid Wealth Management, LLC | History | New | 19,803 | 1,466 | 1.19% | — | 891 | +19,803 | New | Q4 2025 | Feb 02, 2026 |
| Carrera Capital Advisors | History | Reduced | 19,785 | 1,465 | 0.25% | 0.27% | 893 | -599 | -2.94% | Q4 2025 | Jan 30, 2026 |
| Tillman Hartley LLC | History | Reduced | 19,788 | 1,465 | 0.37% | 0.38% | 892 | -138 | -0.69% | Q4 2025 | Feb 13, 2026 |
| Private Wealth Asset Management, LLC | History | Reduced | 19,771 | 1,464 | 0.16% | 0.34% | 894 | -19,421 | -49.55% | Q4 2025 | Feb 10, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Reduced | 19,756 | 1,463 | 0.0% | 0.01% | 895 | -27,571 | -58.26% | Q4 2025 | Feb 17, 2026 |
| Keystone Wealth Services, LLC | History | Added to | 19,729 | 1,461 | 0.31% | 0.3% | 896 | +939 | 5.0% | Q4 2025 | Jan 26, 2026 |
| Strategic Financial Planning, Inc. | History | Reduced | 19,592 | 1,451 | 0.83% | 0.85% | 897 | -113 | -0.57% | Q4 2025 | Feb 17, 2026 |
| Goelzer Investment Management, Inc. | History | Added to | 19,513 | 1,445 | 0.07% | 0.07% | 898 | +1,061 | 5.75% | Q4 2025 | Jan 14, 2026 |
| Apeiron RIA LLC | History | Reduced | 19,536 | 1,444 | 0.29% | 0.35% | 899 | -1,178 | -5.69% | Q4 2025 | Feb 03, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 19,451 | 1,440 | 0.03% | 0.03% | 900 | -2,880 | -12.9% | Q4 2025 | Jan 14, 2026 |
| ST GERMAIN D J CO INC | History | Added to | 19,412 | 1,437 | 0.06% | 0.06% | 901 | +189 | 0.98% | Q4 2025 | Jan 29, 2026 |
| Edge Financial Advisors LLC | History | Reduced | 19,401 | 1,437 | 0.6% | 0.65% | 902 | -63 | -0.32% | Q4 2025 | Jan 28, 2026 |
| Ketron Financial | History | New | 19,290 | 1,428 | 0.48% | — | 904 | +19,290 | New | Q4 2025 | Feb 24, 2026 |
| William Mack & Associates, Inc. | History | Reduced | 19,279 | 1,428 | 0.67% | 0.78% | 903 | -322 | -1.64% | Q4 2025 | Feb 09, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 19,155 | 1,422 | 0.22% | 0.05% | 905 | +18,270 | 2064.41% | Q4 2025 | Feb 02, 2026 |
| WASHINGTON TRUST Co | History | No change | 19,050 | 1,411 | 0.05% | 0.05% | 906 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Synergy Investment Management, LLC | History | No change | 18,923 | 1,401 | 0.5% | 0.54% | 907 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Private Capital Management, LLC | History | Added to | 18,829 | 1,394 | 0.13% | 0.12% | 908 | +98 | 0.52% | Q4 2025 | Feb 17, 2026 |
| Equita Financial Network, Inc. | History | New | 18,760 | 1,389 | 0.42% | — | 909 | +18,760 | New | Q4 2025 | Jan 29, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 18,711 | 1,385 | 0.05% | 0.04% | 910 | +8,666 | 86.27% | Q4 2025 | Feb 09, 2026 |
| Applied Capital LLC | History | Reduced | 18,708 | 1,385 | 0.53% | 0.57% | 911 | -330 | -1.73% | Q4 2025 | Jan 16, 2026 |
| WEBSTER BANK, N. A. | History | Reduced | 18,665 | 1,382 | 0.13% | 0.15% | 912 | -1,982 | -9.6% | Q4 2025 | Jan 23, 2026 |
| Wealth Group Ltd | History | Reduced | 18,656 | 1,381 | 0.31% | 0.33% | 914 | -595 | -3.09% | Q4 2025 | Jan 12, 2026 |
| ARROW FINANCIAL CORP | History | Added to | 18,645 | 1,381 | 0.14% | 0.14% | 913 | +563 | 3.11% | Q4 2025 | Feb 05, 2026 |
| Creekside Partners | History | Reduced | 18,618 | 1,379 | 0.58% | 0.62% | 915 | -372 | -1.96% | Q4 2025 | Feb 13, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 18,598 | 1,377 | 0.04% | 0.05% | 916 | -3,339 | -15.22% | Q4 2025 | Feb 02, 2026 |
| First International Bank of Israel Ltd. | History | Reduced | 18,581 | 1,376 | 0.66% | 0.8% | 917 | -300 | -1.59% | Q4 2025 | Feb 12, 2026 |
| Legacy Financial Group LLC | History | Reduced | 18,560 | 1,371 | 0.17% | 0.89% | 918 | -73,346 | -79.81% | Q4 2025 | Feb 05, 2026 |
| BCS Wealth Management | History | Added to | 18,316 | 1,356 | 0.14% | 0.08% | 919 | +13,609 | 289.12% | Q4 2025 | Jan 26, 2026 |
| SHUTTLEWORTH & Co | History | Added to | 18,287 | 1,354 | 1.24% | 1.0% | 920 | +3,509 | 23.74% | Q4 2025 | Feb 13, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 18,207 | 1,348 | 0.06% | 0.06% | 921 | -66 | -0.36% | Q4 2025 | Jan 21, 2026 |
| Cogent Private Wealth, Inc. | History | New | 18,100 | 1,340 | 1.02% | — | 922 | +18,100 | New | Q4 2025 | Feb 10, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 18,058 | 1,337 | 0.06% | 0.09% | 923 | -6,854 | -27.51% | Q4 2025 | Jan 20, 2026 |
| Lynx Investment Advisory | History | Added to | 18,024 | 1,335 | 0.73% | 0.75% | 924 | +1,177 | 6.99% | Q4 2025 | Feb 05, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 17,965 | 1,330 | 0.03% | 0.03% | 926 | -442 | -2.4% | Q4 2025 | Feb 17, 2026 |
| CASCADE INVESTMENT GROUP, INC. | History | Added to | 17,956 | 1,330 | 0.89% | 0.88% | 925 | +121 | 0.68% | Q4 2025 | Jan 22, 2026 |
| Integrity Wealth Solutions LLC | History | Reduced | 17,953 | 1,329 | 0.53% | 0.64% | 927 | -1,270 | -6.61% | Q4 2025 | Feb 02, 2026 |
| VestGen Investment Management | History | Added to | 17,916 | 1,327 | 0.74% | 0.77% | 928 | +651 | 3.77% | Q4 2025 | Feb 18, 2026 |
| LJI Wealth Management, LLC | History | Added to | 17,754 | 1,315 | 0.2% | 0.05% | 929 | +14,063 | 381.01% | Q4 2025 | Feb 03, 2026 |
| Perennial Investment Advisors, LLC | History | Reduced | 17,707 | 1,311 | 0.1% | 0.11% | 930 | -124 | -0.7% | Q4 2025 | Feb 17, 2026 |
| GARRISON POINT ADVISORS, LLC | History | Added to | 17,565 | 1,301 | 0.58% | 0.54% | 931 | +290 | 1.68% | Q4 2025 | Feb 13, 2026 |
| HCR Wealth Advisors | History | Added to | 17,513 | 1,297 | 0.13% | 0.1% | 932 | +4,063 | 30.21% | Q4 2025 | Jan 27, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 17,481 | 1,294 | 0.07% | 0.08% | 933 | -870 | -4.74% | Q4 2025 | Jan 26, 2026 |
| Sincerus Advisory, LLC | History | Added to | 17,464 | 1,293 | 1.04% | 1.09% | 934 | +317 | 1.85% | Q4 2025 | Jan 08, 2026 |
| TME FINANCIAL, INC. | History | Added to | 17,384 | 1,287 | 0.9% | 0.54% | 935 | +7,653 | 78.65% | Q4 2025 | Jan 27, 2026 |
| CLUNE & ASSOCIATES, LTD. | History | Added to | 17,373 | 1,286 | 0.28% | 0.28% | 936 | +2,127 | 13.95% | Q4 2025 | Feb 09, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Added to | 17,286 | 1,283 | 0.37% | 0.29% | 937 | +5,947 | 52.45% | Q4 2025 | Feb 10, 2026 |
| First Pacific Financial | History | Added to | 17,224 | 1,275 | 0.17% | 0.17% | 938 | +529 | 3.17% | Q4 2025 | Jan 16, 2026 |
| Chesapeake Wealth Management | History | Added to | 17,150 | 1,270 | 0.38% | 0.36% | 939 | +1,215 | 7.62% | Q4 2025 | Feb 03, 2026 |
| Petersen Hastings Wealth Advisors Inc. | History | New | 17,125 | 1,268 | 0.12% | — | 940 | +17,125 | New | Q4 2025 | Feb 11, 2026 |
| Balanced Rock Investment Advisors LLC | History | Reduced | 17,005 | 1,259 | 0.89% | 0.95% | 941 | -475 | -2.72% | Q4 2025 | Feb 13, 2026 |
| Engineers Gate Manager LP | History | New | 16,963 | 1,256 | 0.01% | — | 943 | +16,963 | New | Q4 2025 | Feb 17, 2026 |
| NBT BANK N A /NY | History | Added to | 15,606 | 1,256 | 0.08% | 0.08% | 942 | +130 | 0.84% | Q4 2025 | Jan 23, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Reduced | 16,922 | 1,253 | 0.07% | 0.08% | 944 | -806 | -4.55% | Q4 2025 | Feb 04, 2026 |
| FIRST AMERICAN TRUST, FSB | History | New | 16,902 | 1,251 | 0.09% | — | 945 | +16,902 | New | Q4 2025 | Feb 11, 2026 |
| HBW ADVISORY SERVICES LLC | History | Reduced | 16,802 | 1,244 | 0.14% | 0.14% | 946 | -360 | -2.1% | Q4 2025 | Jan 23, 2026 |
| Caldwell Trust Co | History | Added to | 16,765 | 1,241 | 0.11% | 0.1% | 947 | +2,899 | 20.91% | Q4 2025 | Jan 30, 2026 |
| Grandview Asset Management LLC | History | Added to | 16,729 | 1,239 | 0.34% | 0.22% | 948 | +6,141 | 58.0% | Q4 2025 | Jan 26, 2026 |
| Cumberland Partners Ltd | History | Reduced | 16,675 | 1,235 | 0.08% | 0.08% | 949 | -800 | -4.58% | Q4 2025 | Feb 06, 2026 |
| Coordinated Financial Services, Inc. | History | Added to | 16,603 | 1,229 | 0.71% | 0.64% | 950 | +3,181 | 23.7% | Q4 2025 | Feb 09, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 16,523 | 1,223 | 0.08% | 0.07% | 951 | +4,157 | 33.62% | Q4 2025 | Feb 03, 2026 |
| AlphaCore Capital LLC | History | Added to | 16,452 | 1,218 | 0.03% | 0.03% | 952 | +4,882 | 42.2% | Q4 2025 | Feb 05, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Reduced | 16,418 | 1,216 | 0.23% | 0.25% | 953 | -52 | -0.32% | Q4 2025 | Feb 09, 2026 |
| Ted Buchan & Co | History | Reduced | 16,416 | 1,215 | 0.45% | 0.49% | 954 | -325 | -1.94% | Q4 2025 | Feb 11, 2026 |
| MorganRosel Wealth Management, LLC | History | Added to | 16,315 | 1,208 | 0.3% | 0.31% | 955 | +260 | 1.62% | Q4 2025 | Feb 13, 2026 |
| MN Wealth Advisors, LLC | History | Reduced | 16,308 | 1,207 | 0.61% | 0.68% | 956 | -736 | -4.32% | Q4 2025 | Feb 02, 2026 |
| LIBERTY SQUARE WEALTH PARTNERS LLC | History | Reduced | 16,274 | 1,205 | 0.34% | 0.74% | 957 | -15,854 | -49.35% | Q4 2025 | Feb 11, 2026 |
| PKS Advisory Services, LLC | History | Reduced | 16,248 | 1,203 | 0.27% | 0.36% | 959 | -7,168 | -30.61% | Q4 2025 | Feb 02, 2026 |
| Abound Wealth Management | History | Added to | 16,244 | 1,203 | 0.28% | 0.25% | 960 | +2,626 | 19.28% | Q4 2025 | Jan 12, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | Added to | 16,245 | 1,203 | 0.2% | 0.2% | 958 | +187 | 1.16% | Q4 2025 | Jan 28, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 16,200 | 1,199 | 0.0% | 0.0% | 961 | -25,646 | -61.29% | Q4 2025 | Feb 17, 2026 |
| VERITY Wealth Advisors | History | Added to | 16,108 | 1,193 | 0.74% | 0.75% | 962 | +46 | 0.29% | Q4 2025 | Jan 07, 2026 |
| Cornerstone Wealth Partners, LLC | History | New | 16 | 1,185 | 0.0% | — | 963 | +16 | New | Q4 2025 | Feb 17, 2026 |
| Shakespeare Wealth Management, LLC | History | Added to | 15,993 | 1,184 | 0.26% | 0.26% | 964 | +369 | 2.36% | Q4 2025 | Feb 06, 2026 |
| Sound Income Strategies, LLC | History | Added to | 15,950 | 1,183 | 0.06% | 0.06% | 965 | +2,064 | 14.86% | Q4 2025 | Jan 21, 2026 |
| Bank of Jackson Hole Trust | History | Added to | 15,960 | 1,182 | 0.56% | 0.54% | 966 | +1,567 | 10.89% | Q4 2025 | Feb 12, 2026 |
| Centurion Wealth Management LLC | History | Added to | 15,880 | 1,176 | 0.26% | 0.27% | 967 | +146 | 0.93% | Q4 2025 | Jan 14, 2026 |
| Hidden Cove Wealth Management, LLC | History | Reduced | 15,826 | 1,172 | 0.76% | 1.1% | 968 | -6,610 | -29.46% | Q4 2025 | Feb 02, 2026 |
| Vestment Financial LLC | History | New | 15,725 | 1,168 | 0.61% | — | 969 | +15,725 | New | Q4 2025 | Jan 23, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Reduced | 15,761 | 1,167 | 0.02% | 0.02% | 970 | -749 | -4.54% | Q4 2025 | Jan 22, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | Reduced | 15,673 | 1,161 | 0.28% | 0.34% | 974 | -1,811 | -10.36% | Q4 2025 | Feb 27, 2026 |
| Life Planning Partners, Inc | History | Reduced | 15,676 | 1,161 | 0.89% | 0.89% | 973 | -636 | -3.9% | Q4 2025 | Jan 16, 2026 |
| Investment Research & Advisory Group, Inc. | History | Added to | 15,685 | 1,161 | 0.38% | 0.38% | 971 | +630 | 4.18% | Q4 2025 | Jan 20, 2026 |
| BCGM Wealth Management, LLC | History | Reduced | 15,684 | 1,161 | 0.3% | 0.31% | 972 | -100 | -0.63% | Q4 2025 | Jan 07, 2026 |
| Alvarez & Marsal Private Wealth Partners, LLC | History | New | 15,662 | 1,160 | 0.22% | — | 975 | +15,662 | New | Q4 2025 | Feb 13, 2026 |
| Old Port Advisors | History | Reduced | 15,582 | 1,154 | 0.28% | 0.36% | 976 | -3,517 | -18.41% | Q4 2025 | Jan 08, 2026 |
| Kovack Advisors, Inc. | History | New | 15,555 | 1,152 | 0.05% | — | 977 | +15,555 | New | Q4 2025 | Feb 17, 2026 |
| Aprio Wealth Management, LLC | History | New | 14,858 | 1,149 | 0.07% | — | 978 | +14,858 | New | Q4 2025 | Jan 29, 2026 |
| Pacific Asset Management, LLC | History | New | 15,508 | 1,148 | 0.69% | — | 980 | +15,508 | New | Q4 2025 | Jan 28, 2026 |
| Long Run Wealth Advisors, LLC | History | Added to | 15,509 | 1,148 | 0.22% | 0.22% | 979 | +208 | 1.36% | Q4 2025 | Feb 02, 2026 |
| American Investment Services, Inc. | History | Added to | 15,341 | 1,136 | 0.26% | 0.24% | 981 | +1,645 | 12.01% | Q4 2025 | Feb 13, 2026 |
| Avion Wealth | History | Reduced | 15,311 | 1,134 | 0.24% | 0.25% | 982 | -352 | -2.25% | Q4 2025 | Jan 23, 2026 |
| Legacy Financial Strategies, LLC | History | Reduced | 15,251 | 1,129 | 0.2% | 0.25% | 983 | -3,171 | -17.21% | Q4 2025 | Jan 23, 2026 |
| Aspire Private Capital, LLC | History | Added to | 15,249 | 1,129 | 0.25% | 0.24% | 984 | +417 | 2.81% | Q4 2025 | Jan 16, 2026 |
| Aznar Financial Advisors, LLC | History | New | 15,119 | 1,119 | 1.08% | — | 985 | +15,119 | New | Q4 2025 | Feb 19, 2026 |
| Fiduciary Group, LLC | History | Added to | 15,015 | 1,112 | 0.09% | 0.1% | 986 | +23 | 0.15% | Q4 2025 | Feb 12, 2026 |
| SouthState Bank Corp | History | Added to | 14,943 | 1,106 | 0.05% | 0.01% | 987 | +11,347 | 315.55% | Q4 2025 | Feb 11, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 14,937 | 1,106 | 0.04% | 0.05% | 988 | -3,704 | -19.87% | Q4 2025 | Jan 27, 2026 |
| DUTCH ASSET Corp | History | New | 14,901 | 1,104 | 0.85% | — | 991 | +14,901 | New | Q4 2025 | Mar 11, 2026 |
| CALTON & ASSOCIATES, INC. | History | Reduced | 14,915 | 1,104 | 0.16% | 0.23% | 989 | -5,340 | -26.36% | Q4 2025 | Feb 10, 2026 |
| Ruedi Wealth Management, Inc. | History | Added to | 14,905 | 1,104 | 0.29% | 0.25% | 990 | +2,658 | 21.7% | Q4 2025 | Feb 06, 2026 |
| Mission Creek Capital Partners, Inc. | History | Reduced | 14,895 | 1,103 | 0.22% | 0.31% | 992 | -6,375 | -29.97% | Q4 2025 | Feb 12, 2026 |
| eCIO, Inc. | History | Added to | 14,890 | 1,102 | 0.51% | 0.39% | 993 | +899 | 6.43% | Q4 2025 | Jan 20, 2026 |
| SWMG, LLC | History | Added to | 14,742 | 1,094 | 0.3% | 0.32% | 994 | +799 | 5.73% | Q4 2025 | Feb 10, 2026 |
| First Growth Capital LLC | History | New | 14,714 | 1,093 | 0.97% | — | 996 | +14,714 | New | Q4 2025 | Feb 19, 2026 |
| Traynor Capital Management, Inc. | History | Added to | 14,760 | 1,093 | 0.06% | 0.06% | 995 | +534 | 3.75% | Q4 2025 | Jan 12, 2026 |
| UPTICK PARTNERS, LLC | History | Added to | 14,749 | 1,092 | 0.23% | 0.26% | 997 | +1,379 | 10.31% | Q4 2025 | Feb 02, 2026 |
| FIDUCIARY ADVISORS, INC. | History | Reduced | 14,688 | 1,087 | 0.83% | 0.89% | 998 | -51 | -0.35% | Q4 2025 | Jan 27, 2026 |
| Ellenbecker Investment Group | History | Reduced | 14,669 | 1,086 | 0.15% | 0.19% | 999 | -3,089 | -17.39% | Q4 2025 | Jan 30, 2026 |
| FIDUCIARY TRUST CO | History | Added to | 14,661 | 1,085 | 0.01% | 0.01% | 1000 | +995 | 7.28% | Q4 2025 | Feb 13, 2026 |
| Piedmont Capital Management, LLC | History | Added to | 14,599 | 1,081 | 0.55% | 0.56% | 1001 | +222 | 1.54% | Q4 2025 | Feb 13, 2026 |
| Decker Retirement Planning Inc. | History | Reduced | 14,585 | 1,080 | 0.54% | 0.61% | 1002 | -292 | -1.96% | Q4 2025 | Jan 26, 2026 |
| Regal Investment Advisors LLC | History | Added to | 14,517 | 1,075 | 0.06% | 0.06% | 1003 | +2,449 | 20.29% | Q4 2025 | Feb 17, 2026 |
| Circle Wealth Management, LLC | History | New | 14,494 | 1,073 | 0.02% | — | 1004 | +14,494 | New | Q4 2025 | Feb 13, 2026 |
| TFO Wealth Partners, LLC | History | New | 14,487 | 1,073 | 0.16% | — | 1005 | +14,487 | New | Q4 2025 | Feb 05, 2026 |
| SilverOak Wealth Management LLC | History | Added to | 14,481 | 1,072 | 0.17% | 0.17% | 1006 | +938 | 6.93% | Q4 2025 | Jan 28, 2026 |
| NOVEM GROUP | History | Added to | 14,455 | 1,070 | 0.12% | 0.12% | 1007 | +681 | 4.94% | Q4 2025 | Jan 27, 2026 |
| BLALOCK WILLIAMS, LLC | History | No change | 14,444 | 1,069 | 0.86% | 0.94% | 1008 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Madden Advisory Services, Inc. | History | Added to | 14,420 | 1,068 | 0.43% | 0.34% | 1009 | +2,554 | 21.52% | Q4 2025 | Feb 11, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 14,367 | 1,064 | 0.11% | 0.13% | 1010 | -212 | -1.45% | Q4 2025 | Feb 13, 2026 |
| Novak & Powell Financial Services, Inc. | History | Added to | 14,360 | 1,063 | 0.55% | 0.56% | 1011 | +149 | 1.05% | Q4 2025 | Feb 10, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 14,247 | 1,055 | 0.0% | 1.84% | 1012 | +8,902 | 166.55% | Q4 2025 | Feb 17, 2026 |
| Hendershot Investments Inc. | History | Added to | 14,162 | 1,048 | 0.13% | 0.13% | 1013 | +282 | 2.03% | Q4 2025 | Jan 26, 2026 |
| Flagship Private Wealth, LLC | History | Reduced | 14,095 | 1,044 | 0.41% | 0.52% | 1014 | -3,324 | -19.08% | Q4 2025 | Feb 04, 2026 |
| Private Wealth Management Group, LLC | History | Reduced | 14,095 | 1,044 | 0.28% | 0.29% | 1015 | -235 | -1.64% | Q4 2025 | Jan 23, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 14,030 | 1,039 | 0.08% | 0.08% | 1016 | +389 | 2.85% | Q4 2025 | Feb 04, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | New | 14,012 | 1,037 | 0.02% | — | 1017 | +14,012 | New | Q4 2025 | Jan 16, 2026 |
| CIBC Private Wealth Group LLC | History | Reduced | 13,990 | 1,036 | 0.0% | 0.0% | 1018 | -955 | -6.39% | Q4 2025 | Feb 12, 2026 |
| Connecticut Wealth Management, LLC | History | Reduced | 13,972 | 1,034 | 0.04% | 0.05% | 1020 | -477 | -3.3% | Q4 2025 | Feb 12, 2026 |
| Crestwood Advisors Group, LLC | History | Reduced | 13,972 | 1,034 | 0.02% | 0.02% | 1019 | -399 | -2.78% | Q4 2025 | Feb 03, 2026 |
| Accelerate Investment Advisors LLC | History | Added to | 13,963 | 1,034 | 0.7% | 0.69% | 1021 | +232 | 1.69% | Q4 2025 | Jan 12, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | Added to | 13,944 | 1,032 | 0.07% | 0.07% | 1022 | +1,671 | 13.62% | Q4 2025 | Feb 09, 2026 |
| Guardian Asset Advisors, LLC | History | Added to | 13,856 | 1,026 | 0.53% | 0.54% | 1023 | +314 | 2.32% | Q4 2025 | Jan 29, 2026 |
| Heritage Financial Services, LLC | History | Added to | 13,655 | 1,011 | 0.08% | 0.09% | 1024 | +105 | 0.77% | Q4 2025 | Feb 02, 2026 |
| Meramec Financial Planners, LLC | History | New | 13,597 | 1,009 | 0.39% | — | 1025 | +13,597 | New | Q4 2025 | Feb 10, 2026 |
| DRIEHAUS CAPITAL MANAGEMENT LLC | History | Reduced | 13,481 | 998 | 0.01% | 0.01% | 1026 | -2,092 | -13.43% | Q4 2025 | Feb 17, 2026 |
| Wick Capital Partners, LLC | History | Added to | 13,486 | 998 | 0.18% | 0.23% | 1027 | +580 | 4.49% | Q4 2025 | Mar 02, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 13,470 | 997 | 0.08% | 0.07% | 1028 | +2,178 | 19.29% | Q4 2025 | Jan 23, 2026 |
| Trinity Wealth Management, LLC | History | Added to | 13,444 | 995 | 0.37% | 0.36% | 1029 | +507 | 3.92% | Q4 2025 | Jan 15, 2026 |
| Verdence Capital Advisors LLC | History | Reduced | 13,400 | 992 | 0.06% | 0.1% | 1030 | -10,555 | -44.06% | Q4 2025 | Jan 29, 2026 |
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT | History | Reduced | 13,351 | 988 | 0.34% | 0.62% | 1031 | -9,525 | -41.64% | Q4 2025 | Jan 27, 2026 |
| Impact Capital Partners LLC | History | Added to | 13,329 | 987 | 0.29% | 0.3% | 1032 | +94 | 0.71% | Q4 2025 | Jan 07, 2026 |
| EQUITY INVESTMENT CORP | History | Added to | 13,172 | 975 | 0.02% | 0.02% | 1033 | +170 | 1.31% | Q4 2025 | Feb 12, 2026 |
| Bryant Woods Investment Advisors, LLC | History | Added to | 13,155 | 974 | 0.38% | 0.38% | 1034 | +170 | 1.31% | Q4 2025 | Jan 23, 2026 |
| Rialto Wealth Management, LLC | History | Reduced | 13,121 | 971 | 0.23% | 0.91% | 1035 | -34,059 | -72.19% | Q4 2025 | Jan 12, 2026 |
| Americana Partners, LLC | History | Added to | 13,102 | 970 | 0.03% | 0.01% | 1036 | +9,146 | 231.19% | Q4 2025 | Feb 06, 2026 |
| GENESIS PRIVATE WEALTH, LLC | History | Added to | 13,095 | 969 | 0.3% | 0.35% | 1037 | +1,825 | 16.19% | Q4 2025 | Jan 08, 2026 |
| Christensen, King & Associates Investment Services, Inc. | History | Added to | 13,086 | 969 | 0.41% | 0.36% | 1038 | +1,777 | 15.71% | Q4 2025 | Jan 22, 2026 |
| Silverleafe Capital Partners, LLC | History | Reduced | 13,000 | 962 | 0.29% | 0.37% | 1039 | -3,091 | -19.21% | Q4 2025 | Jan 12, 2026 |
| Pitti Group Wealth Management, LLC | History | Added to | 12,988 | 962 | 0.79% | 0.81% | 1040 | +203 | 1.59% | Q4 2025 | Feb 13, 2026 |
| DELTA FINANCIAL ADVISORS LLC | History | New | 12,929 | 957 | 0.25% | — | 1041 | +12,929 | New | Q4 2025 | Feb 06, 2026 |
| WELCH & FORBES LLC | History | Reduced | 12,869 | 953 | 0.01% | 0.01% | 1042 | -249 | -1.9% | Q4 2025 | Feb 10, 2026 |
| McLean Asset Management Corp | History | Added to | 12,675 | 943 | 0.17% | 0.16% | 1043 | +1,905 | 17.69% | Q4 2025 | Jan 16, 2026 |
| Baron Wealth Management LLC | History | New | 12,722 | 942 | 0.29% | — | 1044 | +12,722 | New | Q4 2025 | Jan 14, 2026 |
| Sovereign Financial Group, Inc. | History | Added to | 12,583 | 931 | 0.16% | 0.17% | 1045 | +233 | 1.89% | Q4 2025 | Jan 07, 2026 |
| BAM Wealth Management, LLC | History | Added to | 12,540 | 928 | 0.67% | 0.71% | 1046 | +175 | 1.42% | Q4 2025 | Jan 20, 2026 |
| Sharp Wealth Advisory, LLC | History | Reduced | 12,493 | 925 | 0.47% | 0.51% | 1047 | -88 | -0.7% | Q4 2025 | Jan 16, 2026 |
| Conrad Siegel Investment Advisors, Inc. | History | Added to | 12,470 | 923 | 0.18% | 0.18% | 1048 | +751 | 6.41% | Q4 2025 | Jan 14, 2026 |
| SOUTH PLAINS FINANCIAL, INC. | History | Added to | 12,411 | 919 | 0.55% | 0.42% | 1049 | +3,380 | 37.43% | Q4 2025 | Feb 13, 2026 |
| Carroll Advisory Group, LLC | History | New | 12,391 | 917 | 0.4% | — | 1050 | +12,391 | New | Q4 2025 | Feb 09, 2026 |
| OPTIMA CAPITAL LLC | History | Reduced | 12,370 | 916 | 0.4% | 0.45% | 1051 | -12 | -0.1% | Q4 2025 | Jan 23, 2026 |
| SVB WEALTH LLC | History | Reduced | 12,320 | 912 | 0.05% | 0.06% | 1052 | -3,848 | -23.8% | Q4 2025 | Feb 04, 2026 |
| Aurora Private Wealth, Inc. | History | New | 12,274 | 911 | 0.6% | — | 1053 | +12,274 | New | Q4 2025 | Feb 02, 2026 |
| Linscomb Wealth, Inc. | History | Reduced | 12,229 | 905 | 0.04% | 0.05% | 1054 | -2,991 | -19.65% | Q4 2025 | Feb 10, 2026 |
| Lodestone Wealth Management LLC | History | No change | 12,229 | 905 | 0.37% | 0.41% | 1055 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Wells Financial Advisors INC | History | Reduced | 12,171 | 901 | 1.71% | 2.11% | 1056 | -9,025 | -42.58% | Q4 2025 | Feb 02, 2026 |
| Hardin Capital Partners, LLC | History | Reduced | 12,164 | 900 | 0.43% | 0.53% | 1057 | -1,104 | -8.32% | Q4 2025 | Jan 09, 2026 |
| PENOBSCOT WEALTH MANAGEMENT | History | Reduced | 12,131 | 898 | 0.28% | 0.38% | 1058 | -3,609 | -22.93% | Q4 2025 | Feb 12, 2026 |
| OpenArc Corporate Advisory, LLC | History | New | 12,118 | 897 | 0.01% | — | 1059 | +12,118 | New | Q4 2025 | Feb 13, 2026 |
| Archer Investment Corp | History | Reduced | 12,091 | 895 | 0.2% | 0.25% | 1060 | -2,915 | -19.43% | Q4 2025 | Jan 30, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | New | 12,058 | 893 | 0.24% | — | 1062 | +12,058 | New | Q4 2025 | Feb 09, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 12,060 | 893 | 0.06% | 0.04% | 1061 | +4,890 | 68.2% | Q4 2025 | Feb 06, 2026 |
| ARK & TLK INVESTMENTS, LLC | History | Reduced | 12,023 | 890 | 0.24% | 0.29% | 1063 | -411 | -3.31% | Q4 2025 | Feb 10, 2026 |
| Grey Fox Wealth Advisors, LLC | History | Reduced | 11,973 | 886 | 0.18% | 0.24% | 1064 | -4,138 | -25.68% | Q4 2025 | Feb 12, 2026 |
| Wealth Management Nebraska | History | Added to | 11,972 | 886 | 0.1% | 0.1% | 1065 | +324 | 2.78% | Q4 2025 | Jan 28, 2026 |
| Covestor Ltd | History | Added to | 11,889 | 881 | 0.46% | 0.43% | 1067 | +1,327 | 12.56% | Q4 2025 | Feb 06, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 11,898 | 881 | 0.03% | 0.03% | 1066 | -510 | -4.11% | Q4 2025 | Feb 02, 2026 |
| Revisor Wealth Management LLC | History | Added to | 11,860 | 879 | 0.24% | 0.16% | 1068 | +5,747 | 94.01% | Q4 2025 | Jan 27, 2026 |
| Disciplined Investors, L.L.C. | History | Added to | 11,865 | 878 | 0.58% | 0.43% | 1069 | +3,735 | 45.94% | Q4 2025 | Feb 10, 2026 |
| WoodTrust Financial Corp | History | Added to | 11,838 | 877 | 0.1% | 0.08% | 1070 | +3,164 | 36.48% | Q4 2025 | Jan 30, 2026 |
| AUA CAPITAL MANAGEMENT, LLC | History | Reduced | 11,817 | 875 | 0.44% | 0.5% | 1071 | -270 | -2.23% | Q4 2025 | Jan 23, 2026 |
| Hudson Oak Wealth Advisory LLC | History | New | 11,716 | 867 | 0.76% | — | 1073 | +11,716 | New | Q4 2025 | Jan 23, 2026 |
| OBSIDIAN CIO, LLC | History | Added to | 11,707 | 867 | 1.28% | 0.06% | 1072 | +5,150 | 78.54% | Q4 2025 | Feb 18, 2026 |
| GeoWealth Management, LLC | History | Reduced | 11,591 | 858 | 0.03% | 0.05% | 1074 | -8,483 | -42.26% | Q4 2025 | Feb 17, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Reduced | 11,513 | 852 | 0.19% | 0.22% | 1075 | -636 | -5.23% | Q4 2025 | Jan 09, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | Added to | 11,500 | 851 | 0.0% | 0.0% | 1076 | +1,030 | 9.84% | Q4 2025 | Feb 05, 2026 |
| Ignite Planners, LLC | History | Added to | 11,445 | 849 | 0.13% | 0.05% | 1077 | +7,500 | 190.11% | Q4 2025 | Feb 06, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 11,413 | 845 | 0.26% | 0.8% | 1078 | +450 | 4.1% | Q4 2025 | Feb 17, 2026 |
| Quotient Wealth Partners, LLC | History | Added to | 11,345 | 840 | 0.02% | 0.02% | 1079 | +334 | 3.03% | Q4 2025 | Jan 22, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 11,326 | 838 | 0.0% | 0.0% | 1080 | -58,391 | -83.75% | Q4 2025 | Feb 17, 2026 |
| Fortis Capital Advisors, LLC | History | Reduced | 11,299 | 836 | 0.12% | 0.13% | 1081 | -24 | -0.21% | Q4 2025 | Jan 27, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Added to | 11,265 | 834 | 0.1% | 0.09% | 1082 | +1,518 | 15.57% | Q4 2025 | Feb 13, 2026 |
| DRAVO BAY LLC | History | Added to | 11,249 | 833 | 0.35% | 0.36% | 1083 | +250 | 2.27% | Q4 2025 | Jan 27, 2026 |
| NBC SECURITIES, INC. | History | Added to | 11,134 | 824 | 0.06% | 0.06% | 1084 | +702 | 6.73% | Q4 2025 | Jan 29, 2026 |
| Horizon Investment Services, LLC | History | Reduced | 11,117 | 823 | 0.3% | 0.33% | 1085 | -574 | -4.91% | Q4 2025 | Feb 13, 2026 |
| ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC | History | Added to | 11,039 | 817 | 0.24% | 0.23% | 1086 | +520 | 4.94% | Q4 2025 | Feb 11, 2026 |
| TBH Global Asset Management, LLC | History | New | 10,996 | 814 | 0.14% | — | 1088 | +10,996 | New | Q4 2025 | Jan 29, 2026 |
| JMG Financial Group, Ltd. | History | Added to | 10,991 | 814 | 0.02% | 0.02% | 1087 | +110 | 1.01% | Q4 2025 | Feb 10, 2026 |
| TOWER TRUST & INVESTMENT Co | History | Added to | 10,968 | 812 | 0.51% | 0.47% | 1089 | +1,561 | 16.59% | Q4 2025 | Jan 21, 2026 |
| HUB Investment Partners, LLC | History | Reduced | 10,952 | 811 | 0.02% | 0.04% | 1090 | -6,724 | -38.04% | Q4 2025 | Feb 17, 2026 |
| Procyon Advisors, LLC | History | Added to | 10,943 | 810 | 0.04% | 0.04% | 1091 | +2,608 | 31.29% | Q4 2025 | Jan 07, 2026 |
| ATX Financial Planning, LLC | History | New | 10,893 | 806 | 0.62% | — | 1092 | +10,893 | New | Q4 2025 | Feb 19, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 10,768 | 797 | 0.15% | 0.16% | 1093 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Aldebaran Financial Inc. | History | Added to | 10,685 | 793 | 0.73% | 0.76% | 1094 | +487 | 4.78% | Q4 2025 | Jan 23, 2026 |
| VIEWPOINT INVESTMENT PARTNERS CORP | History | New | 10,682 | 791 | 0.38% | — | 1095 | +10,682 | New | Q4 2025 | Jan 29, 2026 |
| BridgePort Financial Solutions, LLC | History | Added to | 10,676 | 790 | 0.21% | 0.17% | 1096 | +2,318 | 27.73% | Q4 2025 | Jan 16, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 10,621 | 786 | 0.04% | 0.04% | 1097 | -290 | -2.66% | Q4 2025 | Feb 17, 2026 |
| Sequent Planning LLC | History | Reduced | 10,438 | 773 | 0.2% | 0.23% | 1098 | -707 | -6.34% | Q4 2025 | Feb 05, 2026 |
| DecisionPoint Financial, LLC | History | Reduced | 10,396 | 770 | 0.17% | 0.18% | 1099 | -83 | -0.79% | Q4 2025 | Jan 29, 2026 |
| CATALYST FINANCIAL PARTNERS LLC | History | Reduced | 10,340 | 765 | 0.09% | 0.12% | 1100 | -3,395 | -24.72% | Q4 2025 | Feb 04, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 10,327 | 764 | 0.0% | 0.0% | 1101 | +867 | 9.16% | Q4 2025 | Jan 30, 2026 |
| SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ | History | Added to | 10,279 | 761 | 0.49% | 0.5% | 1102 | +28 | 0.27% | Q4 2025 | Feb 13, 2026 |
| Clark Asset Management, LLC | History | Added to | 10,249 | 759 | 0.08% | 0.07% | 1103 | +1,609 | 18.62% | Q4 2025 | Jan 27, 2026 |
| Widmann Financial Services, Inc. | History | No change | 10,218 | 756 | 0.46% | 0.48% | 1104 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Forbes Financial Planning, Inc. | History | Reduced | 10,203 | 755 | 0.44% | 3.61% | 1106 | -62,848 | -86.03% | Q4 2025 | Jan 26, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Reduced | 10,196 | 755 | 0.02% | 0.02% | 1105 | -473 | -4.43% | Q4 2025 | Feb 13, 2026 |
| Legacy Advisors, LLC | History | Reduced | 10,189 | 754 | 0.08% | 0.1% | 1107 | -607 | -5.62% | Q4 2025 | Jan 27, 2026 |
| United Financial Planning Group LLC | History | Added to | 10,171 | 753 | 0.46% | 0.36% | 1108 | +2,405 | 30.97% | Q4 2025 | Feb 11, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 10,121 | 749 | 0.01% | 0.01% | 1109 | -185 | -1.8% | Q4 2025 | Jan 30, 2026 |
| Evolution Advisers, Inc. | History | Added to | 10,092 | 747 | 0.32% | 0.0% | 1110 | +10,072 | 50360.0% | Q4 2025 | Jan 23, 2026 |
| Lifeworks Advisors, LLC | History | Added to | 10,026 | 742 | 0.1% | 0.08% | 1111 | +1,856 | 22.72% | Q4 2025 | Feb 13, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 10,006 | 741 | 0.04% | 0.05% | 1112 | -1,471 | -12.82% | Q4 2025 | Jan 28, 2026 |
| SB Capital Management Inc | History | New | 9,992 | 740 | 0.27% | — | 1113 | +9,992 | New | Q4 2025 | Feb 20, 2026 |
| HARMONY ASSET MANAGEMENT LLC | History | Added to | 9,993 | 740 | 0.25% | 0.18% | 1114 | +2,986 | 42.61% | Q4 2025 | Feb 06, 2026 |
| My Personal CFO, LLC | History | Added to | 9,924 | 735 | 0.31% | 0.1% | 1116 | +6,489 | 188.91% | Q4 2025 | Jan 15, 2026 |
| CWS Financial Advisors, LLC | History | Added to | 9,930 | 735 | 0.2% | 0.16% | 1115 | +2,221 | 28.81% | Q4 2025 | Feb 06, 2026 |
| Manchester Capital Management LLC | History | Added to | 9,911 | 734 | 0.1% | 0.1% | 1117 | +245 | 2.53% | Q4 2025 | Feb 11, 2026 |
| Aspen Grove Capital, LLC | History | New | 9,887 | 732 | 0.13% | — | 1118 | +9,887 | New | Q4 2025 | Feb 17, 2026 |
| Spire Wealth Management | History | Added to | 9,873 | 731 | 0.02% | 0.02% | 1119 | +1,056 | 11.98% | Q4 2025 | Jan 14, 2026 |
| Opulen Financial Group LLC | History | Added to | 9,865 | 730 | 0.53% | 0.53% | 1120 | +496 | 5.29% | Q4 2025 | Feb 10, 2026 |
| WESCAP Management Group, Inc. | History | New | 9,851 | 729 | 0.15% | — | 1122 | +9,851 | New | Q4 2025 | Feb 11, 2026 |
| FIRST HORIZON CORP | History | No change | 9,847 | 729 | 0.03% | 0.03% | 1121 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Marion Wealth Management | History | Reduced | 9,795 | 727 | 0.16% | 0.22% | 1123 | -2,418 | -19.8% | Q4 2025 | Jan 26, 2026 |
| WMS Group LLC | History | New | 9,815 | 726 | 0.92% | — | 1125 | +9,815 | New | Q4 2025 | Mar 03, 2026 |
| UNIVEST FINANCIAL Corp | History | Added to | 9,804 | 726 | 0.04% | 0.02% | 1124 | +3,927 | 66.82% | Q4 2025 | Feb 04, 2026 |
| MYECFO, LLC | History | Added to | 9,733 | 720 | 0.31% | 0.31% | 1126 | +665 | 7.33% | Q4 2025 | Jan 12, 2026 |
| Rossby Financial, LCC | History | Added to | 9,719 | 719 | 0.22% | 0.19% | 1127 | +2,059 | 26.88% | Q4 2025 | Feb 12, 2026 |
| RED CRANE WEALTH MANAGEMENT, LLC | History | No change | 9,684 | 717 | 0.59% | 0.61% | 1128 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| SIMS INVESTMENT MANAGEMENT, LLC | History | Reduced | 9,649 | 714 | 0.25% | 0.27% | 1129 | -487 | -4.8% | Q4 2025 | Jan 16, 2026 |
| Asset One Wealth Management LLC | History | New | 9,610 | 710 | 0.1% | — | 1130 | +9,610 | New | Q4 2025 | Feb 17, 2026 |
| Vantus Wealth LLC | History | New | 9,577 | 709 | 0.52% | — | 1131 | +9,577 | New | Q4 2025 | Feb 10, 2026 |
| Evelyn Partners Asset Management Ltd | History | Added to | 9,498 | 703 | 0.16% | 0.16% | 1132 | +27 | 0.29% | Q4 2025 | Feb 13, 2026 |
| Destination Wealth Management | History | Added to | 9,483 | 702 | 0.02% | 0.01% | 1133 | +6,544 | 222.66% | Q4 2025 | Feb 13, 2026 |
| WPG Advisers, LLC | History | Added to | 9,481 | 702 | 0.52% | 0.54% | 1135 | +185 | 1.99% | Q4 2025 | Jan 28, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Reduced | 8,488 | 702 | 0.23% | 0.39% | 1134 | -26 | -0.31% | Q4 2025 | Jan 22, 2026 |
| KFA Private Wealth Group, LLC | History | New | 9,419 | 697 | 0.17% | — | 1136 | +9,419 | New | Q4 2025 | Jan 07, 2026 |
| J.M. Arbour, LLC | History | New | 9,374 | 694 | 0.69% | — | 1137 | +9,374 | New | Q4 2025 | Jan 26, 2026 |
| Bank of New Hampshire | History | New | 9,363 | 693 | 0.16% | — | 1138 | +9,363 | New | Q4 2025 | Mar 16, 2026 |
| Capital Wealth Alliance, LLC | History | Added to | 9,321 | 692 | 0.3% | 0.28% | 1140 | +1,643 | 21.4% | Q4 2025 | Feb 17, 2026 |
| Providence Capital Advisors, LLC | History | Reduced | 9,343 | 692 | 0.12% | 0.13% | 1139 | -750 | -7.43% | Q4 2025 | Feb 12, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 9,333 | 691 | 0.02% | 0.02% | 1141 | +79 | 0.85% | Q4 2025 | Jan 23, 2026 |
| Flower City Capital | History | New | 9,310 | 689 | 0.35% | — | 1142 | +9,310 | New | Q4 2025 | Jan 22, 2026 |
| Ally Invest Advisors Inc. | History | Added to | 9,293 | 688 | 0.05% | 0.04% | 1143 | +2,419 | 35.19% | Q4 2025 | Feb 13, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Added to | 9,280 | 687 | 0.07% | 0.07% | 1145 | +650 | 7.53% | Q4 2025 | Jan 27, 2026 |
| Modus Advisors, LLC | History | Added to | 9,285 | 687 | 0.18% | 0.18% | 1144 | +222 | 2.45% | Q4 2025 | Feb 11, 2026 |
| Vines Capital Management, LLC | History | New | 9,251 | 685 | 0.67% | — | 1146 | +9,251 | New | Q4 2025 | Feb 17, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | New | 9,243 | 684 | 0.09% | — | 1147 | +9,243 | New | Q4 2025 | Feb 04, 2026 |
| Fund Evaluation Group, LLC | History | Reduced | 9,215 | 682 | 0.02% | 0.19% | 1148 | -63,064 | -87.25% | Q4 2025 | Feb 11, 2026 |
| Urban Wealth Management, LLC | History | New | 9,209 | 682 | 0.63% | — | 1150 | +9,209 | New | Q4 2025 | Jan 30, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 9,208 | 682 | 0.0% | 0.0% | 1149 | +408 | 4.64% | Q4 2025 | Feb 12, 2026 |
| Wise Wealth Partners | History | Added to | 9,215 | 682 | 0.98% | 1.01% | 1151 | +338 | 3.81% | Q4 2025 | Jan 29, 2026 |
| Quantinno Capital Management LP | History | Added to | 9,200 | 681 | 0.0% | 0.0% | 1152 | +1,873 | 25.56% | Q4 2025 | Feb 17, 2026 |
| Taylor & Morgan Wealth Management, LLC | History | Added to | 9,197 | 681 | 0.38% | 0.42% | 1153 | +41 | 0.45% | Q4 2025 | Jan 16, 2026 |
| Larson Financial Group LLC | History | Reduced | 9,084 | 672 | 0.02% | 0.03% | 1154 | -821 | -8.29% | Q4 2025 | Feb 06, 2026 |
| Retirement Wealth Solutions LLC | History | Added to | 9,079 | 672 | 0.42% | 0.43% | 1155 | +335 | 3.83% | Q4 2025 | Jan 07, 2026 |
| Topel & Distasi Wealth Management, LLC | History | Added to | 9,026 | 668 | 0.33% | 0.32% | 1156 | +420 | 4.88% | Q4 2025 | Feb 09, 2026 |
| WEALTH EFFECTS LLC | History | Added to | 9,006 | 667 | 0.21% | 0.21% | 1157 | +160 | 1.81% | Q4 2025 | Jan 26, 2026 |
| Peak Retirement Planning, Inc. | History | Added to | 9,001 | 666 | 0.16% | 0.16% | 1158 | +1,580 | 21.29% | Q4 2025 | Feb 10, 2026 |
| First Citizens Financial Corp | History | Reduced | 8,965 | 664 | 0.33% | 0.82% | 1159 | -13,470 | -60.04% | Q4 2025 | Jan 06, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | Added to | 8,944 | 662 | 0.13% | 0.09% | 1160 | +492 | 5.82% | Q4 2025 | Feb 02, 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | History | Reduced | 8,916 | 660 | 0.11% | 0.14% | 1161 | -1,917 | -17.7% | Q4 2025 | Feb 11, 2026 |
| Stone Summit Wealth LLC | History | Reduced | 8,898 | 659 | 0.18% | 0.47% | 1162 | -13,378 | -60.06% | Q4 2025 | Jan 27, 2026 |
| Cloud Capital Management, LLC | History | Reduced | 8,903 | 658 | 0.31% | 0.43% | 1163 | -2,160 | -19.52% | Q4 2025 | Feb 12, 2026 |
| MAYPORT, LLC | History | Reduced | 8,874 | 657 | 0.13% | 0.26% | 1164 | -7,535 | -45.92% | Q4 2025 | Jan 21, 2026 |
| Beacon Wealthcare LLC | History | No change | 8,844 | 655 | 0.22% | 0.23% | 1165 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| Jump Financial, LLC | History | New | 8,823 | 653 | 0.01% | — | 1166 | +8,823 | New | Q4 2025 | Feb 17, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Reduced | 8,817 | 653 | 0.05% | 0.08% | 1167 | -6,773 | -43.44% | Q4 2025 | Feb 12, 2026 |
| LifeWealth Investments, LLC | History | New | 8,812 | 652 | 0.21% | — | 1168 | +8,812 | New | Q4 2025 | Jan 26, 2026 |
| GreatBanc Trust CO | History | Reduced | 8,763 | 649 | 0.46% | 0.47% | 1169 | -400 | -4.37% | Q4 2025 | Feb 12, 2026 |
| Laraway Financial Advisors Inc | History | Added to | 8,739 | 647 | 0.42% | 0.24% | 1170 | +3,924 | 81.5% | Q4 2025 | Feb 13, 2026 |
| Pinnacle Financial Group, LLC / IL | History | Reduced | 8,687 | 643 | 0.19% | 0.24% | 1171 | -2,226 | -20.4% | Q4 2025 | Feb 05, 2026 |
| CENTRAL TRUST Co | History | Reduced | 8,646 | 640 | 0.01% | 0.01% | 1172 | -665 | -7.14% | Q4 2025 | Feb 02, 2026 |
| Wilmington Savings Fund Society, FSB | History | Added to | 8,612 | 637 | 0.01% | 0.02% | 1173 | +102 | 1.2% | Q4 2025 | Feb 12, 2026 |
| True Link Financial Advisors, LLC | History | Added to | 8,544 | 632 | 0.04% | 0.03% | 1175 | +2,681 | 45.73% | Q4 2025 | Jan 29, 2026 |
| Orcam Financial Group | History | Reduced | 8,543 | 632 | 0.47% | 0.62% | 1176 | -1,750 | -17.0% | Q4 2025 | Feb 06, 2026 |
| Riverpoint Wealth Management Holdings, LLC | History | Reduced | 8,535 | 632 | 0.14% | 0.14% | 1174 | -122 | -1.41% | Q4 2025 | Feb 10, 2026 |
| Sachetta, LLC | History | Added to | 8,505 | 629 | 0.34% | 0.22% | 1177 | +723 | 9.29% | Q4 2025 | Feb 02, 2026 |
| Forum Financial Management, LP | History | Added to | 8,473 | 627 | 0.01% | 0.01% | 1178 | +1,775 | 26.5% | Q4 2025 | Jan 27, 2026 |
| Oregon Pacific Wealth Management, LLC | History | Reduced | 8,464 | 626 | 0.65% | 0.55% | 1179 | -149 | -1.73% | Q4 2025 | Jan 16, 2026 |
| Fortitude Advisory Group L.L.C. | History | Added to | 8,442 | 625 | 0.26% | 0.31% | 1180 | +611 | 7.8% | Q4 2025 | Feb 13, 2026 |
| Weitzel Financial Services, Inc. | History | Added to | 8,350 | 618 | 0.24% | 0.22% | 1181 | +1,045 | 14.31% | Q4 2025 | Feb 03, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | Added to | 8,284 | 613 | 0.2% | 0.13% | 1182 | +2,890 | 53.58% | Q4 2025 | Jan 27, 2026 |
| Golden State Equity Partners | History | Added to | 8,269 | 612 | 0.1% | 0.1% | 1183 | +180 | 2.23% | Q4 2025 | Jan 29, 2026 |
| Bull Street Advisors, LLC | History | No change | 8,251 | 611 | 0.28% | 0.29% | 1184 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Finward Bancorp | History | Reduced | 8,231 | 609 | 0.47% | 0.48% | 1185 | -298 | -3.49% | Q4 2025 | Jan 21, 2026 |
| S.A. Mason LLC | History | Added to | 8,203 | 607 | 0.24% | 0.26% | 1186 | +332 | 4.22% | Q4 2025 | Jan 29, 2026 |
| Grand Central Investment Group | History | New | 8,134 | 602 | 0.44% | — | 1187 | +8,134 | New | Q4 2025 | Feb 18, 2026 |
| Claro Advisors Inc. | History | Added to | 8,110 | 600 | 0.08% | 0.06% | 1188 | +2,828 | 53.54% | Q4 2025 | Feb 17, 2026 |
| Burton Enright Welch | History | Reduced | 8,108 | 600 | 0.08% | 0.09% | 1189 | -189 | -2.28% | Q4 2025 | Feb 13, 2026 |
| Capital Asset Managemnet, LLC | History | New | 8,089 | 599 | 0.66% | — | 1190 | +8,089 | New | Q4 2025 | Apr 07, 2026 |
| Collaborative Wealth Managment Inc. | History | Added to | 8,084 | 598 | 0.21% | 0.17% | 1191 | +2,338 | 40.69% | Q4 2025 | Feb 09, 2026 |
| Capital Analysts, LLC | History | Reduced | 8,066 | 597 | 0.02% | 0.03% | 1192 | -6,106 | -43.08% | Q4 2025 | Feb 11, 2026 |
| Clark Capital Management Group, Inc. | History | No change | 8,025 | 594 | 0.0% | 0.0% | 1193 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Hopwood Financial Services, Inc. | History | Reduced | 7,954 | 589 | 0.41% | 0.4% | 1195 | -35 | -0.44% | Q4 2025 | Jan 16, 2026 |
| Rock Point Advisors, LLC | History | No change | 7,955 | 589 | 0.15% | 0.16% | 1194 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| BURNEY CO/ | History | Reduced | 7,878 | 583 | 0.02% | 0.02% | 1196 | -289 | -3.54% | Q4 2025 | Jan 23, 2026 |
| Sterling Financial Planning, Inc. | History | Added to | 7,869 | 582 | 0.18% | 0.17% | 1197 | +575 | 7.88% | Q4 2025 | Jan 27, 2026 |
| DAVIS R M INC | History | Reduced | 7,837 | 580 | 0.01% | 0.02% | 1198 | -10,277 | -56.74% | Q4 2025 | Feb 12, 2026 |
| STAR Financial Bank | History | Added to | 7,840 | 580 | 0.3% | 0.34% | 1199 | +90 | 1.16% | Q4 2025 | Feb 13, 2026 |
| Tactive Advisors, LLC | History | Reduced | 7,729 | 572 | 0.17% | 0.23% | 1201 | -2,986 | -27.87% | Q4 2025 | Jan 09, 2026 |
| SONATA CAPITAL GROUP INC | History | No change | 7,729 | 572 | 0.21% | 0.21% | 1200 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Added to | 7,712 | 571 | 0.06% | 0.05% | 1202 | +2,283 | 42.05% | Q4 2025 | Jan 20, 2026 |
| Falcon Wealth Planning | History | Reduced | 7,710 | 571 | 0.05% | 0.05% | 1203 | -6 | -0.08% | Q4 2025 | Feb 03, 2026 |
| Sendero Wealth Management, LLC | History | New | 7,700 | 570 | 0.06% | — | 1204 | +7,700 | New | Q4 2025 | Jan 13, 2026 |
| PETRA FINANCIAL ADVISORS INC | History | Added to | 7,692 | 569 | 0.33% | 0.31% | 1205 | +600 | 8.46% | Q4 2025 | Jan 21, 2026 |
| Value Investment Professionals, LLC | History | New | 7,678 | 568 | 0.6% | — | 1207 | +7,678 | New | Q4 2025 | Feb 11, 2026 |
| Aries Wealth Management | History | Reduced | 7,677 | 568 | 0.13% | 0.14% | 1206 | -263 | -3.31% | Q4 2025 | Jan 30, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | New | 7,654 | 566 | 0.0% | — | 1208 | +7,654 | New | Q4 2025 | Feb 17, 2026 |
| NORTH DALLAS BANK & TRUST CO | History | New | 7,650 | 566 | 0.37% | — | 1209 | +7,650 | New | Q4 2025 | Feb 11, 2026 |
| CONNORS INVESTOR SERVICES INC | History | Added to | 7,605 | 563 | 0.05% | 0.03% | 1210 | +2,135 | 39.03% | Q4 2025 | Feb 09, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 7,595 | 562 | 0.07% | 0.03% | 1211 | +4,449 | 141.42% | Q4 2025 | Feb 13, 2026 |
| San Luis Wealth Advisors LLC | History | Added to | 7,587 | 561 | 0.09% | 0.09% | 1213 | +599 | 8.57% | Q4 2025 | Jan 26, 2026 |
| Accurate Wealth Management, LLC | History | Reduced | 7,557 | 561 | 0.07% | 0.08% | 1214 | -187 | -2.41% | Q4 2025 | Jan 14, 2026 |
| Bond & Devick Financial Network, Inc. | History | Added to | 7,583 | 561 | 0.16% | 0.17% | 1212 | +17 | 0.22% | Q4 2025 | Jan 14, 2026 |
| Callan Family Office, LLC | History | Reduced | 7,562 | 560 | 0.01% | 0.02% | 1215 | -755 | -9.08% | Q4 2025 | Feb 12, 2026 |
| 55 North Private Wealth, LLC | History | New | 7,551 | 559 | 0.15% | — | 1217 | +7,551 | New | Q4 2025 | Jan 27, 2026 |
| EVERETT HARRIS & CO /CA/ | History | New | 7,547 | 559 | 0.01% | — | 1216 | +7,547 | New | Q4 2025 | Feb 11, 2026 |
| PCM Encore, LLC | History | New | 7,523 | 557 | 0.12% | — | 1218 | +7,523 | New | Q4 2025 | Feb 13, 2026 |
| Verum Partners LLC | History | Reduced | 7,516 | 556 | 0.11% | 0.14% | 1220 | -1,412 | -15.82% | Q4 2025 | Jan 14, 2026 |
| Institute for Wealth Management, LLC. | History | Reduced | 7,512 | 556 | 0.06% | 0.06% | 1219 | -822 | -9.86% | Q4 2025 | Jan 27, 2026 |
| TRUEFG, LLC | History | Added to | 7,497 | 555 | 0.15% | 0.15% | 1221 | +93 | 1.26% | Q4 2025 | Jan 21, 2026 |
| Sand Hill Global Advisors, LLC | History | Reduced | 7,396 | 547 | 0.02% | 0.02% | 1222 | -8 | -0.11% | Q4 2025 | Feb 12, 2026 |
| Successful Portfolios LLC | History | Reduced | 7,359 | 546 | 0.28% | 0.33% | 1223 | -324 | -4.22% | Q4 2025 | Jan 23, 2026 |
| Nordwand Advisors, LLC | History | No change | 7,325 | 542 | 0.09% | 0.09% | 1224 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Cordant, Inc. | History | Reduced | 7,242 | 536 | 0.22% | 0.25% | 1225 | -242 | -3.23% | Q4 2025 | Jan 12, 2026 |
| IFG Advisory, LLC | History | Added to | 7,224 | 535 | 0.02% | 0.02% | 1226 | +2,103 | 41.07% | Q4 2025 | Feb 10, 2026 |
| Brand Asset Management Group, Inc. | History | Added to | 7,215 | 534 | 0.15% | 0.13% | 1228 | +1,056 | 17.15% | Q4 2025 | Feb 11, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | Added to | 7,205 | 534 | 0.0% | 0.0% | 1227 | +295 | 4.27% | Q4 2025 | Feb 03, 2026 |
| TFB Advisors LLC | History | Reduced | 7,187 | 532 | 0.15% | 0.17% | 1229 | -855 | -10.63% | Q4 2025 | Feb 13, 2026 |
| LAZARI CAPITAL MANAGEMENT, INC. | History | Reduced | 7,184 | 532 | 0.18% | 0.2% | 1230 | -657 | -8.38% | Q4 2025 | Jan 29, 2026 |
| Texas Bank & Trust Co | History | Reduced | 7,170 | 531 | 0.19% | 0.24% | 1231 | -1,417 | -16.5% | Q4 2025 | Feb 06, 2026 |
| POWER WEALTH MANAGEMENT LLC | History | Reduced | 7,167 | 530 | 0.19% | 0.2% | 1234 | -165 | -2.25% | Q4 2025 | Feb 17, 2026 |
| SMI Advisory Services, LLC | History | Added to | 7,151 | 530 | 0.09% | 0.1% | 1233 | +29 | 0.41% | Q4 2025 | Jan 13, 2026 |
| Abacus Planning Group, Inc. | History | No change | 7,160 | 530 | 0.07% | 0.07% | 1232 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| PATRON PARTNERS, LLC | History | Reduced | 7,152 | 529 | 0.24% | 0.26% | 1235 | -661 | -8.46% | Q4 2025 | Feb 11, 2026 |
| TPG Advisors LLC | History | Reduced | 7,102 | 526 | 0.33% | 0.37% | 1236 | -499 | -6.56% | Q4 2025 | Jan 21, 2026 |
| Garner Asset Management Corp | History | Added to | 7,038 | 521 | 0.2% | 0.09% | 1237 | +4,237 | 151.27% | Q4 2025 | Feb 03, 2026 |
| McIlrath & Eck, LLC | History | Added to | 7,030 | 520 | 0.05% | 0.05% | 1238 | +818 | 13.17% | Q4 2025 | Feb 03, 2026 |
| Keener Financial Planning LLC | History | No change | 6,971 | 516 | 0.22% | 0.24% | 1239 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Bridgewater Advisors Inc. | History | Added to | 6,935 | 514 | 0.03% | 0.02% | 1240 | +3,021 | 77.18% | Q4 2025 | Jan 23, 2026 |
| Perfromance Wealth Partners, LLC | History | Reduced | 6,918 | 512 | 0.01% | 0.02% | 1241 | -853 | -10.98% | Q4 2025 | Jan 21, 2026 |
| Hardworking Capital Advisors, LLC | History | New | 6,905 | 511 | 0.46% | — | 1242 | +6,905 | New | Q4 2025 | Feb 12, 2026 |
| Timonier Family Office, LTD. | History | Reduced | 6,887 | 510 | 0.16% | 0.19% | 1243 | -938 | -11.99% | Q4 2025 | Feb 04, 2026 |
| Fjell Capital, LLC | History | Added to | 6,850 | 507 | 0.39% | 0.26% | 1244 | +2,804 | 69.3% | Q4 2025 | Jan 12, 2026 |
| Empower Advisory Group, LLC | History | Reduced | 6,841 | 506 | 0.0% | 0.0% | 1245 | -2,228 | -24.57% | Q4 2025 | Feb 12, 2026 |
| ROBERTS GLORE & CO INC /IL/ | History | Added to | 6,795 | 503 | 0.13% | 0.14% | 1246 | +34 | 0.5% | Q4 2025 | Feb 05, 2026 |
| Ancora Advisors LLC | History | Added to | 6,726 | 498 | 0.01% | 0.01% | 1247 | +20 | 0.3% | Q4 2025 | Feb 17, 2026 |
| Ballast Rock Private Wealth LLC | History | New | 6,717 | 497 | 0.31% | — | 1248 | +6,717 | New | Q4 2025 | Feb 04, 2026 |
| Total Wealth Planning, LLC | History | Reduced | 6,703 | 496 | 1.06% | 0.53% | 1250 | -54,480 | -89.04% | Q4 2025 | Feb 13, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | New | 6,703 | 496 | 0.17% | — | 1249 | +6,703 | New | Q4 2025 | Jan 20, 2026 |
| FOCUSED ALPHA, LLC | History | New | 6,650 | 492 | 0.14% | — | 1251 | +6,650 | New | Q4 2025 | Feb 13, 2026 |
| Seneschal Advisors, LLC | History | Added to | 6,604 | 489 | 0.36% | 0.28% | 1252 | +1,486 | 29.03% | Q4 2025 | Feb 13, 2026 |
| CFO CAPITAL MANAGEMENT LLC | History | New | 6,598 | 488 | 0.37% | — | 1255 | +6,598 | New | Q4 2025 | Mar 02, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Added to | 6,597 | 488 | 0.01% | 0.01% | 1253 | +1,728 | 35.49% | Q4 2025 | Feb 10, 2026 |
| Keystone Global Partners, LLC | History | Added to | 6,601 | 488 | 0.21% | 0.25% | 1254 | +29 | 0.44% | Q4 2025 | Jan 14, 2026 |
| Axis Wealth Partners, LLC | History | Reduced | 6,570 | 486 | 0.27% | 0.29% | 1256 | -28 | -0.42% | Q4 2025 | Jan 30, 2026 |
| Northern Lights Advisors, Inc. | History | New | 6,549 | 485 | 0.33% | — | 1259 | +6,549 | New | Q4 2025 | Apr 20, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | Added to | 6,552 | 485 | 0.02% | 0.01% | 1257 | +3,984 | 155.14% | Q4 2025 | Feb 12, 2026 |
| Sterling Investment Advisors, Ltd. | History | Reduced | 6,550 | 485 | 0.09% | 0.11% | 1258 | -725 | -9.97% | Q4 2025 | Feb 09, 2026 |
| BARRETT & COMPANY, INC. | History | Reduced | 6,496 | 481 | 0.16% | 0.17% | 1260 | -246 | -3.65% | Q4 2025 | Jan 28, 2026 |
| Miller Capital Partners, Inc. | History | New | 6,493 | 480 | 0.24% | — | 1263 | +6,493 | New | Q4 2025 | Feb 17, 2026 |
| One Day In July LLC | History | New | 6,488 | 480 | 0.04% | — | 1262 | +6,488 | New | Q4 2025 | Feb 04, 2026 |
| Van Hulzen Asset Management, LLC | History | Added to | 6,493 | 480 | 0.04% | 0.03% | 1261 | +570 | 9.62% | Q4 2025 | Feb 06, 2026 |
| Revolve Wealth Partners, LLC | History | Added to | 6,469 | 479 | 0.06% | 0.03% | 1264 | +3,281 | 102.92% | Q4 2025 | Jan 20, 2026 |
| Post Resch Tallon Group Inc. | History | Added to | 6,458 | 478 | 0.4% | 0.41% | 1265 | +162 | 2.57% | Q4 2025 | Jan 09, 2026 |
| Douglass Winthrop Advisors, LLC | History | New | 6,452 | 477 | 0.01% | — | 1266 | +6,452 | New | Q4 2025 | Feb 12, 2026 |
| McAdam, LLC | History | Added to | 6,443 | 477 | 0.02% | 0.02% | 1267 | +101 | 1.59% | Q4 2025 | Feb 13, 2026 |
| Capasso Planning Partners LLC | History | New | 6,434 | 476 | 0.26% | — | 1268 | +6,434 | New | Q4 2025 | Feb 17, 2026 |
| Scott & Selber, Inc. | History | Added to | 6,390 | 473 | 0.12% | 0.1% | 1269 | +1,131 | 21.51% | Q4 2025 | Jan 09, 2026 |
| FWG Investments, LLC. | History | Added to | 6,382 | 472 | 0.3% | 0.29% | 1271 | +636 | 11.07% | Q4 2025 | Jan 28, 2026 |
| USAdvisors Wealth Management, LLC | History | Added to | 6,384 | 472 | 0.16% | 0.16% | 1270 | +141 | 2.26% | Q4 2025 | Feb 05, 2026 |
| Greystone Financial Group, LLC | History | Reduced | 6,352 | 470 | 0.07% | 0.45% | 1272 | -32,421 | -83.62% | Q4 2025 | Jan 27, 2026 |
| Clarity Capital Advisors, LLC | History | Added to | 6,337 | 469 | 0.23% | 0.25% | 1273 | +69 | 1.1% | Q4 2025 | Feb 11, 2026 |
| Northeast Financial Group, Inc. | History | Reduced | 6,316 | 467 | 0.11% | 0.12% | 1274 | -243 | -3.7% | Q4 2025 | Feb 17, 2026 |
| ORLEANS CAPITAL MANAGEMENT CORP/LA | History | Reduced | 6,300 | 466 | 0.29% | 0.78% | 1275 | -9,875 | -61.05% | Q4 2025 | Feb 13, 2026 |
| Sandbox Financial Partners, LLC | History | Reduced | 6,296 | 466 | 0.13% | 0.14% | 1276 | -171 | -2.64% | Q4 2025 | Jan 07, 2026 |
| CVA Family Office, LLC | History | No change | 6,281 | 465 | 0.05% | 0.06% | 1277 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| National Wealth Management Group, LLC | History | Reduced | 6,275 | 464 | 0.16% | 0.35% | 1278 | -6,364 | -50.35% | Q4 2025 | Jan 12, 2026 |
| MidAtlantic Capital Management, Inc. | History | Added to | 6,222 | 460 | 0.29% | 0.3% | 1279 | +271 | 4.55% | Q4 2025 | Feb 10, 2026 |
| Tradewinds, LLC. | History | Added to | 6,204 | 459 | 0.11% | 0.11% | 1280 | +8 | 0.13% | Q4 2025 | Feb 13, 2026 |
| Redwood Park Advisors LLC | History | Added to | 6,188 | 458 | 0.31% | 0.3% | 1281 | +5 | 0.08% | Q4 2025 | Feb 17, 2026 |
| Fingerlakes Wealth Management, Inc. | History | Added to | 6,158 | 456 | 0.29% | 0.19% | 1282 | +2,126 | 52.73% | Q4 2025 | Feb 05, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 6,113 | 452 | 0.0% | 0.0% | 1283 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BALDWIN WEALTH PARTNERS LLC/MA | History | Reduced | 6,089 | 451 | 0.03% | 0.03% | 1284 | -304 | -4.76% | Q4 2025 | Jan 07, 2026 |
| FIRST NATIONAL TRUST CO | History | Reduced | 6,050 | 448 | 0.01% | 0.03% | 1285 | -5,925 | -49.48% | Q4 2025 | Feb 09, 2026 |
| Certified Advisory Corp | History | Added to | 6,048 | 448 | 0.04% | 0.04% | 1286 | +33 | 0.55% | Q4 2025 | Jan 12, 2026 |
| Oxinas Partners, LLC | History | New | 6,041 | 447 | 0.22% | — | 1287 | +6,041 | New | Q4 2025 | Jan 26, 2026 |
| Elevate Capital Advisors, LLC | History | New | 6,033 | 446 | 0.3% | — | 1288 | +6,033 | New | Q4 2025 | Jan 23, 2026 |
| Simmons Bank | History | Added to | 6,006 | 444 | 0.03% | 0.03% | 1289 | +409 | 7.31% | Q4 2025 | Feb 05, 2026 |
| Ankerstar Wealth, LLC | History | New | 5,992 | 443 | 0.44% | — | 1292 | +5,992 | New | Q4 2025 | Feb 12, 2026 |
| Prostatis Group LLC | History | Added to | 5,985 | 443 | 0.11% | 0.11% | 1290 | +131 | 2.24% | Q4 2025 | Feb 17, 2026 |
| Wayfinding Financial, LLC | History | Reduced | 5,990 | 443 | 0.19% | 0.19% | 1291 | -5 | -0.08% | Q4 2025 | Feb 12, 2026 |
| Balboa Wealth Partners | History | Added to | 5,942 | 440 | 0.07% | 0.07% | 1293 | +426 | 7.72% | Q4 2025 | Jan 16, 2026 |
| NorthLanding Financial Partners, LLC | History | Reduced | 5,914 | 438 | 0.35% | 0.37% | 1294 | -31 | -0.52% | Q4 2025 | Jan 26, 2026 |
| Charter Capital Management, LLC\DE | History | Added to | 5,887 | 436 | 0.23% | 0.22% | 1295 | +442 | 8.12% | Q4 2025 | Jan 22, 2026 |
| FISCHER INVESTMENT STRATEGIES, LLC | History | Reduced | 5,876 | 435 | 0.25% | 0.41% | 1297 | -3,423 | -36.81% | Q4 2025 | Jan 28, 2026 |
| Symphony Financial, Ltd. Co. | History | Reduced | 5,862 | 435 | 0.06% | 0.06% | 1296 | -265 | -4.33% | Q4 2025 | Feb 11, 2026 |
| ACCESS FINANCIAL SERVICES, INC. | History | Reduced | 5,839 | 432 | 0.16% | 0.19% | 1298 | -1,257 | -17.71% | Q4 2025 | Jan 21, 2026 |
| NorthStar Asset Management LLC /NJ/ | History | Added to | 5,837 | 432 | 0.19% | 0.17% | 1300 | +970 | 19.93% | Q4 2025 | Feb 10, 2026 |
| BayBridge Capital Group, LLC | History | No change | 5,844 | 432 | 0.27% | 0.28% | 1299 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Obermeyer Wealth Partners | History | Added to | 5,830 | 431 | 0.02% | 0.02% | 1301 | +988 | 20.4% | Q4 2025 | Jan 29, 2026 |
| SteelPeak Wealth, LLC | History | Reduced | 5,812 | 430 | 0.01% | 0.01% | 1302 | -94 | -1.59% | Q4 2025 | Jan 20, 2026 |
| VISION FINANCIAL MARKETS LLC | History | No change | 5,796 | 429 | 0.44% | 0.37% | 1303 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Magnus Financial Group LLC | History | Added to | 5,770 | 427 | 0.03% | 0.02% | 1304 | +2,069 | 55.9% | Q4 2025 | Jan 07, 2026 |
| Stonebridge Financial Group, LLC | History | No change | 5,754 | 426 | 0.04% | 0.04% | 1305 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Northwest Financial Advisors | History | Reduced | 5,742 | 425 | 0.87% | 2.58% | 1308 | -21,296 | -78.76% | Q4 2025 | Jan 26, 2026 |
| D.B. Root & Company, LLC | History | Reduced | 5,739 | 425 | 0.1% | 0.12% | 1306 | -678 | -10.57% | Q4 2025 | Feb 03, 2026 |
| Capital Group Private Client Services, Inc. | History | Added to | 5,751 | 425 | 0.01% | 0.01% | 1307 | +1 | 0.02% | Q4 2025 | Feb 11, 2026 |
| VestGen Advisors, LLC | History | Added to | 5,732 | 424 | 0.02% | 0.01% | 1310 | +2,832 | 97.66% | Q4 2025 | Feb 17, 2026 |
| HM PAYSON & CO | History | Reduced | 5,736 | 424 | 0.01% | 0.01% | 1309 | -305 | -5.05% | Q4 2025 | Feb 12, 2026 |
| Papamarkou Wellner Asset Management inc. | History | No change | 5,730 | 424 | 0.25% | 0.26% | 1311 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Churchill Financial Advisors, LLC | History | New | 5,701 | 422 | 0.13% | — | 1313 | +5,701 | New | Q4 2025 | Feb 09, 2026 |
| Squarepoint Ops LLC | History | Added to | 5,703 | 422 | 0.0% | 0.0% | 1312 | +1,237 | 27.7% | Q4 2025 | Feb 13, 2026 |
| King Wealth Management Group | History | Reduced | 5,671 | 420 | 0.05% | 0.05% | 1314 | -100 | -1.73% | Q4 2025 | Feb 09, 2026 |
| Blue Fin Capital, Inc. | History | Added to | 5,672 | 420 | 0.07% | 0.07% | 1315 | +11 | 0.19% | Q4 2025 | Jan 23, 2026 |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | History | Added to | 5,670 | 419 | 0.09% | 0.09% | 1316 | +45 | 0.8% | Q4 2025 | Feb 09, 2026 |
| DIVERSIFIED MANAGEMENT INC | History | New | 5,633 | 417 | 0.1% | — | 1317 | +5,633 | New | Q4 2025 | Jan 26, 2026 |
| TCV Trust & Wealth Management, Inc. | History | Reduced | 5,636 | 417 | 0.03% | 0.05% | 1318 | -2,456 | -30.35% | Q4 2025 | Jan 23, 2026 |
| Capital Advisors Wealth Management, LLC | History | Added to | 5,586 | 413 | 0.06% | 0.05% | 1319 | +801 | 16.74% | Q4 2025 | Jan 21, 2026 |
| OAK FAMILY ADVISORS, LLC | History | New | 5,554 | 411 | 0.11% | — | 1322 | +5,554 | New | Q4 2025 | Feb 03, 2026 |
| MYCIO WEALTH PARTNERS, LLC | History | Added to | 5,550 | 411 | 0.09% | 0.09% | 1320 | +71 | 1.3% | Q4 2025 | Feb 10, 2026 |
| Francis Financial, Inc. | History | No change | 5,554 | 411 | 0.08% | 0.07% | 1321 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Parkshore Wealth Management, Inc. | History | Added to | 5,549 | 410 | 0.15% | 0.14% | 1323 | +940 | 20.39% | Q4 2025 | Feb 09, 2026 |
| BRAVE ASSET MANAGEMENT INC | History | Reduced | 5,524 | 409 | 0.1% | 0.1% | 1324 | -10 | -0.18% | Q4 2025 | Jan 08, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 5,517 | 408 | 0.03% | 0.01% | 1325 | +4,346 | 371.14% | Q4 2025 | Jan 07, 2026 |
| Quadcap Wealth Management, LLC | History | Added to | 5,521 | 408 | 0.05% | 0.03% | 1326 | +2,213 | 66.9% | Q4 2025 | Jan 29, 2026 |
| United Asset Strategies, Inc. | History | New | 5,468 | 405 | 0.03% | — | 1327 | +5,468 | New | Q4 2025 | Jan 28, 2026 |
| SWP FINANCIAL LLC | History | Reduced | 5,459 | 404 | 0.2% | 0.21% | 1328 | -125 | -2.24% | Q4 2025 | Jan 16, 2026 |
| WORLD EQUITY GROUP, INC. | History | Added to | 5,433 | 402 | 0.11% | 0.07% | 1329 | +1,220 | 28.96% | Q4 2025 | Jan 12, 2026 |
| Mustard Seed Financial, LLC | History | Reduced | 5,434 | 402 | 0.25% | 0.28% | 1330 | -417 | -7.13% | Q4 2025 | Jan 23, 2026 |
| BWM Planning, LLC | History | No change | 5,428 | 402 | 0.11% | 0.12% | 1331 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Opes Wealth Management LLC | History | Added to | 5,417 | 401 | 0.07% | 0.06% | 1332 | +591 | 12.25% | Q4 2025 | Feb 02, 2026 |
| MidWestOne Financial Group, Inc. | History | Added to | 5,408 | 400 | 0.04% | 0.04% | 1333 | +1,038 | 23.75% | Q4 2025 | Feb 12, 2026 |
| Fiera Capital Corp | History | Added to | 5,394 | 399 | 0.0% | 0.0% | 1334 | +1,762 | 48.51% | Q4 2025 | Feb 11, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Added to | 5,383 | 398 | 0.01% | 0.01% | 1335 | +2,603 | 93.63% | Q4 2025 | Feb 13, 2026 |
| Hoxton Planning & Management, LLC | History | Reduced | 5,382 | 398 | 0.12% | 0.16% | 1336 | -1,324 | -19.74% | Q4 2025 | Feb 11, 2026 |
| Hanson & Doremus Investment Management | History | Reduced | 5,361 | 397 | 0.05% | 0.06% | 1337 | -681 | -11.27% | Q4 2025 | Jan 20, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 5,352 | 396 | 0.0% | 0.0% | 1338 | -214 | -3.84% | Q4 2025 | Feb 12, 2026 |
| Versant Capital Management, Inc | History | Reduced | 5,326 | 394 | 0.05% | 0.06% | 1339 | -241 | -4.33% | Q4 2025 | Jan 08, 2026 |
| AlTi Global, Inc. | History | New | 5,295 | 392 | 0.01% | — | 1340 | +5,295 | New | Q4 2025 | Feb 13, 2026 |
| ADIRONDACK TRUST CO | History | No change | 5,275 | 390 | 0.13% | 0.13% | 1341 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. | History | New | 5,231 | 387 | 0.31% | — | 1343 | +5,231 | New | Q4 2025 | Feb 12, 2026 |
| WESPAC Advisors, LLC | History | Added to | 5,229 | 387 | 0.21% | 0.22% | 1342 | +62 | 1.2% | Q4 2025 | Jan 14, 2026 |
| SVRN Asset Management, LLC | History | New | 5,201 | 385 | 0.32% | — | 1344 | +5,201 | New | Q4 2025 | Feb 13, 2026 |
| Curi Capital, LLC | History | Added to | 5,187 | 384 | 0.01% | 0.0% | 1345 | +1,684 | 48.07% | Q4 2025 | Feb 17, 2026 |
| EJMK Ventures LLC | History | New | 5,162 | 382 | 0.24% | — | 1347 | +5,162 | New | Q4 2025 | Mar 03, 2026 |
| Whitcomb & Hess, Inc. | History | Added to | 5,155 | 382 | 0.09% | 0.08% | 1346 | +838 | 19.41% | Q4 2025 | Jan 14, 2026 |
| GC Wealth Management RIA, LLC | History | No change | 5,141 | 380 | 0.01% | 0.01% | 1348 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| AWM CAPITAL, LLC | History | Reduced | 5,124 | 379 | 0.03% | 0.04% | 1350 | -1,222 | -19.26% | Q4 2025 | Feb 17, 2026 |
| SMITH, MOORE & CO. | History | Reduced | 5,117 | 379 | 0.03% | 0.03% | 1349 | -799 | -13.51% | Q4 2025 | Jan 23, 2026 |
| ADVISORTRUST PARTNERS, LLC | History | New | 5,109 | 378 | 0.17% | — | 1352 | +5,109 | New | Q4 2025 | Mar 10, 2026 |
| Sherman Wealth Management LLC | History | New | 5,104 | 378 | 0.33% | — | 1351 | +5,104 | New | Q4 2025 | Jan 15, 2026 |
| Ellis Investment Partners, LLC | History | Added to | 5,102 | 377 | 0.07% | 0.07% | 1354 | +120 | 2.41% | Q4 2025 | Feb 02, 2026 |
| ANCHOR CAPITAL ADVISORS LLC | History | No change | 5,100 | 377 | 0.01% | 0.01% | 1353 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Reduced | 5,082 | 376 | 0.05% | 0.06% | 1355 | -203 | -3.84% | Q4 2025 | Feb 04, 2026 |
| CITY NATIONAL BANK OF FLORIDA /MSD | History | Reduced | 5,067 | 375 | 0.24% | 0.37% | 1356 | -2,521 | -33.22% | Q4 2025 | Feb 17, 2026 |
| Portfolio Resources Advisor Group, Inc. | History | New | 5,059 | 374 | 0.37% | — | 1357 | +5,059 | New | Q4 2025 | Feb 13, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | Added to | 5,063 | 374 | 0.1% | 0.08% | 1358 | +1,390 | 37.84% | Q4 2025 | Feb 10, 2026 |
| Bright Futures Wealth Management, LLC. | History | Reduced | 5,045 | 373 | 0.28% | 0.41% | 1359 | -2,004 | -28.43% | Q4 2025 | Feb 05, 2026 |
| Arcadia Wealth Management, Inc. | History | Reduced | 5,043 | 373 | 0.21% | 0.23% | 1360 | -13 | -0.26% | Q4 2025 | Feb 10, 2026 |
| BCU Wealth Advisors, LLC | History | New | 5,033 | 372 | 0.14% | — | 1361 | +5,033 | New | Q4 2025 | Jan 30, 2026 |
| Richard P Slaughter Associates Inc | History | New | 5,020 | 371 | 0.08% | — | 1362 | +5,020 | New | Q4 2025 | Jan 12, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | New | 5,015 | 371 | 0.25% | — | 1363 | +5,015 | New | Q4 2025 | Jan 27, 2026 |
| Rodgers Brothers Inc. | History | No change | 5,000 | 370 | 0.04% | 0.05% | 1364 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Fermata Advisors, LLC | History | Reduced | 4,985 | 369 | 0.09% | 0.09% | 1365 | -45 | -0.89% | Q4 2025 | Jan 08, 2026 |
| Elevated Capital Advisors, LLC | History | Reduced | 4,966 | 367 | 0.09% | 0.11% | 1366 | -1,092 | -18.03% | Q4 2025 | Jan 27, 2026 |
| RAM Investment Partners, LLC | History | Added to | 4,956 | 367 | 0.07% | 0.06% | 1367 | +608 | 13.98% | Q4 2025 | Feb 12, 2026 |
| Capital Investment Counsel, Inc | History | New | 4,950 | 366 | 0.04% | — | 1368 | +4,950 | New | Q4 2025 | Jan 23, 2026 |
| Blue Barn Wealth, LLC | History | Reduced | 4,928 | 365 | 0.53% | 0.29% | 1369 | -3,864 | -43.95% | Q4 2025 | Feb 10, 2026 |
| NerdWallet Wealth Partners, LLC | History | Added to | 4,934 | 365 | 0.16% | 0.18% | 1370 | +111 | 2.3% | Q4 2025 | Jan 13, 2026 |
| Strathmore Capital Advisors, Inc. | History | New | 4,917 | 364 | 0.12% | — | 1371 | +4,917 | New | Q4 2025 | Feb 13, 2026 |
| Tennessee Valley Asset Management Partners | History | New | 4,910 | 363 | 0.05% | — | 1372 | +4,910 | New | Q4 2025 | Feb 05, 2026 |
| Pillar Financial Advisors, LLC | History | No change | 4,905 | 363 | 0.22% | 0.23% | 1373 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Cassilly Financial Group LLC | History | New | 4,852 | 359 | 0.32% | — | 1374 | +4,852 | New | Q4 2025 | Jan 15, 2026 |
| REICON WEALTH ADVISORS, LLC | History | New | 4,840 | 358 | 0.26% | — | 1376 | +4,840 | New | Q4 2025 | Jan 30, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 4,842 | 358 | 0.02% | 0.02% | 1375 | -1,317 | -21.38% | Q4 2025 | Feb 10, 2026 |
| ARWA LLC | History | New | 4,825 | 357 | 0.21% | — | 1378 | +4,825 | New | Q4 2025 | Feb 27, 2026 |
| Waterloo Capital, L.P. | History | Reduced | 4,826 | 357 | 0.03% | 0.03% | 1377 | -1,261 | -20.72% | Q4 2025 | Feb 10, 2026 |
| Insight Advisors, LLC/ PA | History | Reduced | 4,797 | 355 | 0.05% | 0.06% | 1379 | -138 | -2.8% | Q4 2025 | Feb 11, 2026 |
| Stegner Investment Associates Inc. | History | Reduced | 4,783 | 354 | 0.19% | 0.24% | 1380 | -1,181 | -19.8% | Q4 2025 | Jan 30, 2026 |
| LRI Investments, LLC | History | Reduced | 4,791 | 354 | 0.03% | 0.03% | 1381 | -247 | -4.9% | Q4 2025 | Feb 04, 2026 |
| Strategic Wealth Advisors LLC | History | New | 4,778 | 353 | 0.3% | — | 1383 | +4,778 | New | Q4 2025 | Feb 03, 2026 |
| Lakeridge Wealth Management LLC | History | Added to | 4,770 | 353 | 0.16% | 0.12% | 1382 | +1,176 | 32.72% | Q4 2025 | Jan 07, 2026 |
| Artesa Financial Group, LLC | History | New | 4,753 | 352 | 0.36% | — | 1384 | +4,753 | New | Q4 2025 | Feb 11, 2026 |
| Cypress Wealth Services, LLC | History | New | 4,743 | 351 | 0.05% | — | 1385 | +4,743 | New | Q4 2025 | Jan 14, 2026 |
| SOA Wealth Advisors, LLC. | History | Added to | 4,739 | 351 | 0.06% | 0.06% | 1386 | +41 | 0.87% | Q4 2025 | Jan 20, 2026 |
| Plan A Wealth LLC | History | Reduced | 4,733 | 350 | 0.17% | 0.31% | 1387 | -3,560 | -42.93% | Q4 2025 | Feb 06, 2026 |
| Pitcairn Wealth Advisors LLC | History | New | 4,720 | 349 | 0.03% | — | 1388 | +4,720 | New | Q4 2025 | Feb 13, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | Reduced | 4,700 | 348 | 0.12% | 0.14% | 1389 | -548 | -10.44% | Q4 2025 | Feb 09, 2026 |
| NATURAL INVESTMENTS, LLC | History | New | 4,696 | 347 | 0.09% | — | 1390 | +4,696 | New | Q4 2025 | Jan 23, 2026 |
| WealthSpring Partners, LLC | History | New | 4,685 | 347 | 0.36% | — | 1391 | +4,685 | New | Q4 2025 | Feb 12, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 4,645 | 344 | 0.02% | 0.02% | 1392 | -221 | -4.54% | Q4 2025 | Jan 30, 2026 |
| American Money Management, LLC | History | New | 4,629 | 342 | 0.05% | — | 1393 | +4,629 | New | Q4 2025 | Feb 10, 2026 |
| Wealth Watch Advisors, INC | History | Added to | 4,630 | 342 | 0.13% | 0.07% | 1394 | +2,484 | 115.75% | Q4 2025 | Feb 17, 2026 |
| Invariant Investment Management | History | New | 4,591 | 341 | 0.22% | — | 1396 | +4,591 | New | Q4 2025 | Jan 26, 2026 |
| PACIFIC FINANCIAL GROUP INC | History | Reduced | 4,607 | 341 | 0.19% | 0.37% | 1395 | -2,201 | -32.33% | Q4 2025 | Feb 17, 2026 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | History | Added to | 4,570 | 338 | 0.11% | 0.09% | 1398 | +990 | 27.65% | Q4 2025 | Jan 22, 2026 |
| GUYASUTA INVESTMENT ADVISORS INC | History | No change | 4,570 | 338 | 0.02% | 0.02% | 1397 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| ONE Advisory Partners, LLC | History | No change | 4,575 | 338 | 0.1% | 0.1% | 1399 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| LongView Wealth Management | History | Reduced | 4,545 | 337 | 0.08% | 0.09% | 1400 | -81 | -1.75% | Q4 2025 | Jan 13, 2026 |
| Penobscot Investment Management Company, Inc. | History | Added to | 4,548 | 336 | 0.03% | 0.02% | 1401 | +660 | 16.98% | Q4 2025 | Jan 27, 2026 |
| Octavia Wealth Advisors, LLC | History | Reduced | 4,536 | 336 | 0.03% | 0.03% | 1402 | -176 | -3.74% | Q4 2025 | Jan 23, 2026 |
| Fiduciary Alliance LLC | History | Reduced | 4,527 | 335 | 0.02% | 0.03% | 1404 | -1,501 | -24.9% | Q4 2025 | Jan 22, 2026 |
| Williams Jones Wealth Management, LLC. | History | No change | 4,533 | 335 | 0.0% | 0.0% | 1403 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| BRIGHT FINANCIAL ADVISORS, INC. | History | No change | 4,511 | 334 | 0.16% | 0.16% | 1405 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Rakuten Investment Management, Inc. | History | No change | 4,493 | 334 | 0.0% | 0.0% | 1406 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Persium Advisors, LLC | History | No change | 4,499 | 333 | 0.24% | 0.25% | 1407 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | Added to | 4,442 | 329 | 0.05% | 0.05% | 1408 | +77 | 1.76% | Q4 2025 | Feb 03, 2026 |
| Apollon Financial, LLC | History | Reduced | 4,408 | 326 | 0.05% | 0.07% | 1409 | -850 | -16.17% | Q4 2025 | Jan 22, 2026 |
| Global Assets Advisory, LLC | History | Reduced | 4,389 | 325 | 0.09% | 0.17% | 1411 | -3,267 | -42.67% | Q4 2025 | Feb 09, 2026 |
| Thomasville National Bank | History | No change | 4,400 | 325 | 0.02% | 0.02% | 1410 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| MBL Wealth, LLC | History | New | 4,385 | 324 | 0.03% | — | 1415 | +4,385 | New | Q4 2025 | Jan 21, 2026 |
| SFE Investment Counsel | History | New | 4,383 | 324 | 0.05% | — | 1412 | +4,383 | New | Q4 2025 | Feb 05, 2026 |
| Genesee Capital Advisors, LLC | History | Reduced | 4,380 | 324 | 0.13% | 0.15% | 1414 | -343 | -7.26% | Q4 2025 | Jan 16, 2026 |
| Texas Yale Capital Corp. | History | Added to | 4,375 | 324 | 0.01% | 0.01% | 1413 | +25 | 0.57% | Q4 2025 | Feb 10, 2026 |
| Cassaday & Co Wealth Management LLC | History | Reduced | 4,368 | 323 | 0.01% | 0.01% | 1418 | -2,327 | -34.76% | Q4 2025 | Feb 03, 2026 |
| Cornerstone Management, Inc. | History | Added to | 4,374 | 323 | 0.05% | 0.05% | 1417 | +152 | 3.6% | Q4 2025 | Feb 06, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 4,374 | 323 | 0.02% | 0.02% | 1416 | +70 | 1.63% | Q4 2025 | Feb 10, 2026 |
| Towneley Capital Management, Inc / DE | History | Reduced | 4,349 | 322 | 0.07% | 0.11% | 1419 | -2,336 | -34.94% | Q4 2025 | Jan 30, 2026 |
| Midwestern Financial, LLC /IA | History | Reduced | 4,332 | 320 | 0.26% | 0.29% | 1420 | -243 | -5.31% | Q4 2025 | Feb 06, 2026 |
| First National Advisers, LLC | History | New | 4,295 | 318 | 0.04% | — | 1422 | +4,295 | New | Q4 2025 | Feb 04, 2026 |
| MRWM Advisors, LLC | History | Reduced | 4,297 | 318 | 0.17% | 0.18% | 1421 | -41 | -0.95% | Q4 2025 | Jan 26, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | New | 4,285 | 317 | 0.04% | — | 1424 | +4,285 | New | Q4 2025 | Jan 27, 2026 |
| Vivid Wealth Management, LLC | History | No change | 4,286 | 317 | 0.12% | 0.13% | 1423 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| XTX Topco Ltd | History | New | 4,273 | 316 | 0.01% | — | 1425 | +4,273 | New | Q4 2025 | Feb 17, 2026 |
| Livet Wealth, LLC | History | New | 4,270 | 316 | 0.19% | — | 1426 | +4,270 | New | Q4 2025 | Feb 13, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | Added to | 4,259 | 315 | 0.02% | 0.02% | 1427 | +77 | 1.84% | Q4 2025 | Jan 20, 2026 |
| Granite Bay Wealth Management, LLC | History | New | 4,244 | 314 | 0.08% | — | 1429 | +4,244 | New | Q4 2025 | Feb 05, 2026 |
| Princeton Global Asset Management LLC | History | Added to | 4,252 | 314 | 0.05% | 0.0% | 1428 | +3,957 | 1341.36% | Q4 2025 | Jan 20, 2026 |
| Mine & Arao Wealth Creation & Management, LLC. | History | No change | 4,229 | 313 | 0.12% | 0.13% | 1430 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Jacobs Equity LLC | History | New | 4,220 | 312 | 0.3% | — | 1431 | +4,220 | New | Q4 2025 | Feb 19, 2026 |
| Van Diest Capital, LLC | History | New | 4,206 | 311 | 0.46% | — | 1432 | +4,206 | New | Q4 2025 | Feb 19, 2026 |
| High Probability Advisors, LLC | History | New | 4,172 | 309 | 0.04% | — | 1433 | +4,172 | New | Q4 2025 | Jan 29, 2026 |
| Dorato Capital Management | History | New | 4,153 | 309 | 0.23% | — | 1434 | +4,153 | New | Q4 2025 | Jan 16, 2026 |
| VSM Wealth Advisory, LLC | History | Added to | 4,165 | 308 | 0.09% | 0.09% | 1436 | +50 | 1.22% | Q4 2025 | Feb 06, 2026 |
| Enclave Advisors LLC | History | Added to | 4,161 | 308 | 0.04% | 0.05% | 1435 | +13 | 0.31% | Q4 2025 | Jan 14, 2026 |
| Intergy Private Wealth, LLC | History | Added to | 4,135 | 306 | 0.09% | 0.07% | 1437 | +1,311 | 46.42% | Q4 2025 | Jan 22, 2026 |
| WealthPlan Investment Management, LLC | History | Added to | 4,142 | 306 | 0.02% | 0.02% | 1438 | +479 | 13.08% | Q4 2025 | Feb 05, 2026 |
| Warwick Investment Management, Inc. | History | Added to | 4,133 | 306 | 0.05% | 0.05% | 1439 | +3 | 0.07% | Q4 2025 | Jan 15, 2026 |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | History | Added to | 4,125 | 305 | 0.08% | 0.08% | 1440 | +46 | 1.13% | Q4 2025 | Feb 11, 2026 |
| Gilman Hill Asset Management, LLC | History | Added to | 4,107 | 304 | 0.05% | 0.04% | 1441 | +750 | 22.34% | Q4 2025 | Jan 12, 2026 |
| CFM WEALTH PARTNERS LLC | History | No change | 4,103 | 303 | 0.04% | 0.04% | 1442 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Allen Investment Management, LLC | History | New | 4,068 | 301 | 0.0% | — | 1443 | +4,068 | New | Q4 2025 | Feb 10, 2026 |
| Astoria Portfolio Advisors LLC. | History | Added to | 4,025 | 301 | 0.07% | 0.07% | 1444 | +371 | 10.15% | Q4 2025 | Feb 24, 2026 |
| Hilltop National Bank | History | Reduced | 4,058 | 300 | 0.07% | 0.08% | 1446 | -265 | -6.13% | Q4 2025 | Jan 07, 2026 |
| MKT Advisors LLC | History | Reduced | 4,055 | 300 | 0.1% | 0.12% | 1445 | -193 | -4.54% | Q4 2025 | Jan 08, 2026 |
| TRED AVON FAMILY WEALTH, LLC | History | No change | 4,037 | 299 | 0.1% | 0.1% | 1447 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| JGP Wealth Management, LLC | History | Reduced | 4,014 | 297 | 0.03% | 0.03% | 1448 | -50 | -1.23% | Q4 2025 | Jan 12, 2026 |
| EnRich Financial Partners LLC | History | Reduced | 4,007 | 296 | 0.08% | 0.09% | 1450 | -413 | -9.34% | Q4 2025 | Jan 28, 2026 |
| WEALTH ALLIANCE, LLC | History | Added to | 4,000 | 296 | 0.03% | 0.03% | 1449 | +31 | 0.78% | Q4 2025 | Feb 13, 2026 |
| MELFA WEALTH MANAGEMENT, INC. | History | No change | 4,005 | 296 | 0.17% | 0.17% | 1451 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Atlanta Consulting Group Advisors, LLC | History | Added to | 3,972 | 294 | 0.07% | 0.07% | 1452 | +107 | 2.77% | Q4 2025 | Feb 11, 2026 |
| Safeguard Investment Advisory Group, LLC | History | Reduced | 3,957 | 293 | 0.07% | 0.24% | 1453 | -9,088 | -69.67% | Q4 2025 | Feb 13, 2026 |
| Nabity-Jensen Investment Management Inc | History | No change | 3,968 | 293 | 0.2% | 0.2% | 1454 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Woodside Wealth Management LLC | History | No change | 3,954 | 292 | 0.22% | 0.23% | 1455 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | Added to | 3,933 | 291 | 0.08% | 0.06% | 1456 | +1,331 | 51.15% | Q4 2025 | Feb 05, 2026 |
| Manske Wealth Management | History | Added to | 3,930 | 291 | 0.09% | 0.08% | 1457 | +300 | 8.26% | Q4 2025 | Feb 03, 2026 |
| PW Nova Financial Services LLC | History | New | 3,906 | 289 | 0.11% | — | 1458 | +3,906 | New | Q4 2025 | Apr 09, 2026 |
| BlackDiamond Wealth Management, LLC | History | Added to | 3,880 | 288 | 0.14% | 0.13% | 1459 | +637 | 19.64% | Q4 2025 | Feb 10, 2026 |
| BESSEMER GROUP INC | History | Reduced | 3,877 | 287 | 0.0% | 0.0% | 1460 | -1,390 | -26.39% | Q4 2025 | Feb 05, 2026 |
| Community Bank, N.A. | History | No change | 3,882 | 287 | 0.03% | 0.03% | 1461 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Lanham O'Dell & Company, Inc. | History | Added to | 3,848 | 285 | 0.08% | 0.09% | 1463 | +2 | 0.05% | Q4 2025 | Jan 12, 2026 |
| Capital Planning LLC | History | No change | 3,857 | 285 | 0.08% | 0.08% | 1462 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| New Insight Wealth Advisors | History | Added to | 3,841 | 284 | 0.1% | 0.1% | 1465 | +350 | 10.03% | Q4 2025 | Feb 17, 2026 |
| Denver PWM, LLC | History | No change | 3,861 | 284 | 0.09% | 0.09% | 1464 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 3,826 | 283 | 0.02% | 0.02% | 1467 | +542 | 16.5% | Q4 2025 | Jan 21, 2026 |
| Summit Asset Management, LLC | History | Reduced | 3,822 | 283 | 0.04% | 0.05% | 1466 | -417 | -9.84% | Q4 2025 | Feb 09, 2026 |
| Twelve Points Wealth Management LLC | History | Reduced | 3,801 | 282 | 0.06% | 0.07% | 1468 | -160 | -4.04% | Q4 2025 | Jan 23, 2026 |
| Advisory Alpha, LLC | History | Reduced | 3,804 | 281 | 0.01% | 0.01% | 1469 | -107 | -2.74% | Q4 2025 | Feb 06, 2026 |
| Latitude Advisors, LLC | History | Reduced | 3,772 | 279 | 0.12% | 0.2% | 1471 | -2,201 | -36.85% | Q4 2025 | Jan 27, 2026 |
| KG&L Capital Management,LLC | History | Added to | 3,775 | 279 | 0.07% | 0.07% | 1470 | +345 | 10.06% | Q4 2025 | Jan 23, 2026 |
| Elevation Wealth Management LLC | History | New | 3,765 | 278 | 0.27% | — | 1474 | +3,765 | New | Q4 2025 | Feb 12, 2026 |
| XY Planning Network, Inc. | History | Added to | 3,765 | 278 | 0.05% | 0.07% | 1473 | +978 | 35.09% | Q4 2025 | Jan 26, 2026 |
| Essex Financial Services, Inc. | History | Added to | 3,760 | 278 | 0.02% | 0.02% | 1472 | +12 | 0.32% | Q4 2025 | Feb 10, 2026 |
| Kathmere Capital Management, LLC | History | New | 3,751 | 277 | 0.02% | — | 1476 | +3,751 | New | Q4 2025 | Jan 13, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | New | 3,742 | 277 | 0.0% | — | 1475 | +3,742 | New | Q4 2025 | Feb 02, 2026 |
| ELEVATUS WELATH MANAGEMENT | History | Reduced | 3,742 | 277 | 0.08% | 0.08% | 1477 | -131 | -3.38% | Q4 2025 | Jan 14, 2026 |
| Invst, LLC | History | Added to | 3,734 | 276 | 0.03% | 0.02% | 1478 | +796 | 27.09% | Q4 2025 | Feb 11, 2026 |
| Five Oceans Advisors | History | Reduced | 3,731 | 276 | 0.1% | 0.12% | 1479 | -734 | -16.44% | Q4 2025 | Jan 16, 2026 |
| Financial Insights, Inc. | History | Reduced | 3,708 | 274 | 0.09% | 0.12% | 1480 | -1,334 | -26.46% | Q4 2025 | Mar 31, 2026 |
| SWEENEY & MICHEL, LLC | History | Added to | 3,697 | 274 | 0.08% | 0.09% | 1481 | +49 | 1.34% | Q4 2025 | Feb 13, 2026 |
| Rubicon Advisors, GP | History | New | 3,697 | 273 | 0.25% | — | 1483 | +3,697 | New | Q4 2025 | Mar 09, 2026 |
| Tanglewood Wealth Management, Inc. | History | New | 3,695 | 273 | 0.03% | — | 1482 | +3,695 | New | Q4 2025 | Jan 29, 2026 |
| Palisade Asset Management, LLC | History | Reduced | 3,680 | 272 | 0.03% | 0.04% | 1484 | -1,724 | -31.9% | Q4 2025 | Feb 13, 2026 |
| Stirlingshire Investments, Inc. | History | New | 3,633 | 269 | 0.24% | — | 1485 | +3,633 | New | Q4 2025 | Feb 11, 2026 |
| Vantage Point Financial LLC | History | Reduced | 3,644 | 269 | 0.1% | 0.12% | 1487 | -515 | -12.38% | Q4 2025 | Feb 02, 2026 |
| Clay Northam Wealth Management, LLC | History | Reduced | 3,637 | 269 | 0.15% | 0.16% | 1486 | -100 | -2.68% | Q4 2025 | Feb 17, 2026 |
| London & Capital Asset Management Ltd | History | New | 3,584 | 265 | 0.0% | — | 1489 | +3,584 | New | Q4 2025 | Feb 17, 2026 |
| CFO4Life Group, LLC | History | Reduced | 3,589 | 265 | 0.04% | 0.04% | 1488 | -74 | -2.02% | Q4 2025 | Feb 06, 2026 |
| Clearview Wealth Advisors LLC | History | Added to | 3,565 | 264 | 0.17% | 0.15% | 1491 | +454 | 14.59% | Q4 2025 | Feb 17, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 3,565 | 264 | 0.05% | 0.05% | 1490 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Nicholas Hoffman & Company, LLC. | History | Reduced | 3,559 | 263 | 0.01% | 0.01% | 1492 | -3,747 | -51.29% | Q4 2025 | Feb 02, 2026 |
| Heritage Wealth Management, Inc. | History | New | 3,558 | 263 | 0.07% | — | 1493 | +3,558 | New | Q4 2025 | Jan 26, 2026 |
| LMG Wealth Partners, LLC | History | New | 3,555 | 263 | 0.05% | — | 1494 | +3,555 | New | Q4 2025 | Feb 02, 2026 |
| CHAPMAN FINANCIAL GROUP, LLC | History | No change | 3,542 | 262 | 0.18% | 0.18% | 1495 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| DIMENSION CAPITAL MANAGEMENT LLC | History | No change | 3,530 | 261 | 0.04% | 0.04% | 1496 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Refined Wealth Management | History | New | 3,517 | 260 | 0.18% | — | 1497 | +3,517 | New | Q4 2025 | Jan 15, 2026 |
| Sunpointe, LLC | History | New | 3,516 | 260 | 0.09% | — | 1502 | +3,516 | New | Q4 2025 | Jan 23, 2026 |
| Intrua Financial, LLC | History | Added to | 3,512 | 260 | 0.03% | 0.02% | 1500 | +422 | 13.66% | Q4 2025 | Feb 05, 2026 |
| Paulson Wealth Management Inc. | History | Added to | 3,513 | 260 | 0.06% | 0.06% | 1498 | +119 | 3.51% | Q4 2025 | Feb 05, 2026 |
| Kraft, Davis & Associates, LLC | History | Reduced | 3,504 | 260 | 0.06% | 0.06% | 1501 | -105 | -2.91% | Q4 2025 | Jan 14, 2026 |
| Black Diamond Financial, LLC | History | Added to | 3,511 | 260 | 0.03% | 0.03% | 1499 | +77 | 2.24% | Q4 2025 | Feb 03, 2026 |
| J HAGAN CAPITAL, INC. | History | Added to | 3,500 | 259 | 0.14% | 0.12% | 1505 | +751 | 27.32% | Q4 2025 | Feb 17, 2026 |
| Pacifica Partners Inc. | History | Added to | 3,504 | 259 | 0.12% | 0.08% | 1503 | +465 | 15.3% | Q4 2025 | Jan 09, 2026 |
| Rockingstone Advisors LLC | History | No change | 3,500 | 259 | 0.12% | 0.13% | 1504 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Inspire Advisors, LLC | History | New | 3,482 | 257 | 0.02% | — | 1506 | +3,482 | New | Q4 2025 | Feb 13, 2026 |
| Cane Capital Partners, LLC | History | New | 3,481 | 257 | 0.1% | — | 1507 | +3,481 | New | Q4 2025 | Jan 21, 2026 |
| Daviman Financial, LLC | History | New | 3,474 | 257 | 0.15% | — | 1508 | +3,474 | New | Q4 2025 | Feb 06, 2026 |
| Bank OZK | History | No change | 3,445 | 255 | 0.09% | 0.09% | 1509 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Mainsail Financial Group, LLC | History | No change | 3,448 | 255 | 0.11% | 0.11% | 1510 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| WINCAP FINANCIAL LLC | History | No change | 3,449 | 255 | 0.18% | 0.18% | 1511 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| BLB&B Advisors, LLC | History | Reduced | 3,428 | 253 | 0.01% | 0.01% | 1512 | -540 | -13.61% | Q4 2025 | Jan 26, 2026 |
| Koss-Olinger Consulting, LLC | History | Added to | 3,413 | 253 | 0.02% | 0.02% | 1513 | +57 | 1.7% | Q4 2025 | Feb 10, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Reduced | 3,409 | 252 | 0.02% | 0.02% | 1514 | -1,500 | -30.56% | Q4 2025 | Feb 17, 2026 |
| Meriwether Wealth & Planning, LLC | History | Added to | 3,400 | 251 | 0.14% | 0.15% | 1515 | +22 | 0.65% | Q4 2025 | Jan 14, 2026 |
| Towerpoint Wealth, LLC | History | New | 3,385 | 250 | 0.1% | — | 1518 | +3,385 | New | Q4 2025 | Jan 15, 2026 |
| Fortune Financial Group, Inc. | History | New | 3,058 | 250 | 0.25% | — | 1519 | +3,058 | New | Q4 2025 | Feb 11, 2026 |
| HEADINVEST, LLC | History | Reduced | 3,388 | 250 | 0.05% | 0.07% | 1516 | -900 | -20.99% | Q4 2025 | Feb 02, 2026 |
| Independent Advisor Alliance | History | Reduced | 3,387 | 250 | 0.01% | 0.01% | 1517 | -629 | -15.66% | Q4 2025 | Feb 04, 2026 |
| SECURITY NATIONAL BANK OF SO DAK | History | No change | 3,366 | 249 | 0.12% | 0.13% | 1520 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| BNC WEALTH MANAGEMENT, LLC | History | No change | 3,355 | 248 | 0.06% | 0.06% | 1521 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Reduced | 3,340 | 247 | 0.0% | 0.0% | 1522 | -1,208 | -26.56% | Q4 2025 | Feb 06, 2026 |
| EVERPAR ADVISORS LLC | History | No change | 3,333 | 246 | 0.09% | 0.1% | 1523 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| FFG Partners, LLC | History | Added to | 3,318 | 245 | 0.07% | 0.07% | 1524 | +43 | 1.31% | Q4 2025 | Jan 23, 2026 |
| Coastal Bridge Advisors, LLC | History | New | 3,284 | 243 | 0.02% | — | 1525 | +3,284 | New | Q4 2025 | Feb 18, 2026 |
| Grantvest Financial Group LLC | History | Added to | 3,288 | 243 | 0.16% | 0.16% | 1526 | +74 | 2.3% | Q4 2025 | Feb 02, 2026 |
| UNIQUE WEALTH, LLC | History | New | 3,281 | 242 | 0.03% | — | 1527 | +3,281 | New | Q4 2025 | Jan 06, 2026 |
| Professional Financial Advisors, LLC | History | New | 3,265 | 241 | 0.05% | — | 1528 | +3,265 | New | Q4 2025 | Jan 15, 2026 |
| One Degree Advisors Inc | History | Added to | 3,266 | 241 | 0.07% | 0.07% | 1529 | +83 | 2.61% | Q4 2025 | Feb 06, 2026 |
| Idaho Trust Co | History | Reduced | 3,252 | 240 | 0.08% | 0.11% | 1530 | -1,276 | -28.18% | Q4 2025 | Feb 05, 2026 |
| Insight Wealth Partners, LLC | History | Reduced | 3,249 | 240 | 0.03% | 0.08% | 1531 | -186 | -5.41% | Q4 2025 | Feb 17, 2026 |
| Knights of Columbus Asset Advisors LLC | History | No change | 3,253 | 240 | 0.01% | 0.01% | 1532 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Foster Victor Wealth Advisors, LLC | History | Reduced | 3,223 | 239 | 0.01% | 0.02% | 1533 | -106 | -3.18% | Q4 2025 | Jan 26, 2026 |
| Archer Investment Management, LLC | History | Reduced | 3,213 | 237 | 0.13% | 0.16% | 1534 | -360 | -10.08% | Q4 2025 | Jan 12, 2026 |
| Indivisible Partners | History | New | 3,193 | 236 | 0.03% | — | 1538 | +3,193 | New | Q4 2025 | Feb 03, 2026 |
| Mayfair Advisory Group, LLC | History | Added to | 3,188 | 236 | 0.09% | 0.09% | 1537 | +270 | 9.25% | Q4 2025 | Jan 21, 2026 |
| PETERSON WEALTH MANAGEMENT | History | Added to | 3,189 | 236 | 0.18% | 0.16% | 1536 | +41 | 1.3% | Q4 2025 | Feb 04, 2026 |
| Baskin Financial Services Inc. | History | No change | 3,185 | 236 | 0.02% | 0.02% | 1535 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| rebel Financial LLC | History | New | 3,171 | 234 | 0.1% | — | 1541 | +3,171 | New | Q4 2025 | Mar 27, 2026 |
| Shepherd Street Advisors LLC | History | New | 3,168 | 234 | 0.22% | — | 1542 | +3,168 | New | Q4 2025 | Feb 10, 2026 |
| Mittelman Wealth Management | History | Reduced | 3,165 | 234 | 0.15% | 0.25% | 1540 | -1,914 | -37.68% | Q4 2025 | Feb 17, 2026 |
| FIRST HAWAIIAN BANK | History | No change | 3,164 | 234 | 0.03% | 0.03% | 1539 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| BOSTON FAMILY OFFICE LLC | History | New | 3,147 | 233 | 0.01% | — | 1543 | +3,147 | New | Q4 2025 | Feb 13, 2026 |
| Key FInancial Inc | History | Reduced | 3,149 | 233 | 0.04% | 0.04% | 1544 | -11 | -0.35% | Q4 2025 | Feb 09, 2026 |
| SHUFRO ROSE & CO LLC | History | Reduced | 3,142 | 232 | 0.02% | 0.05% | 1545 | -5,411 | -63.26% | Q4 2025 | Feb 09, 2026 |
| PRINCETON CAPITAL MANAGEMENT LLC | History | New | 3,140 | 232 | 0.06% | — | 1546 | +3,140 | New | Q4 2025 | Feb 06, 2026 |
| Greenhouse Wealth Management, LLC | History | No change | 3,140 | 232 | 0.14% | 0.14% | 1547 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | History | Reduced | 3,132 | 231 | 0.04% | 0.05% | 1548 | -458 | -12.76% | Q4 2025 | Feb 03, 2026 |
| Montecito Bank & Trust | History | Added to | 3,097 | 229 | 0.04% | 0.04% | 1550 | +50 | 1.64% | Q4 2025 | Jan 09, 2026 |
| PATTEN & PATTEN INC/TN | History | No change | 3,097 | 229 | 0.01% | 0.01% | 1549 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Vawter Financial, Ltd. | History | No change | 3,066 | 227 | 0.1% | 0.1% | 1551 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| CX Institutional | History | Added to | 3,054 | 226 | 0.01% | 0.01% | 1552 | +237 | 8.41% | Q4 2025 | Feb 02, 2026 |
| HRC WEALTH MANAGEMENT, LLC | History | Added to | 3,048 | 225 | 0.11% | 0.1% | 1553 | +343 | 12.68% | Q4 2025 | Jan 21, 2026 |
| One Wealth Management Investment & Advisory Services, LLC | History | New | 3,036 | 224 | 0.24% | — | 1555 | +3,036 | New | Q4 2025 | Jan 14, 2026 |
| ORG Partners LLC | History | Reduced | 3,025 | 224 | 0.04% | 0.04% | 1554 | -150 | -4.72% | Q4 2025 | Jan 14, 2026 |
| Foundation Wealth Management, LLC\PA | History | Reduced | 2,999 | 222 | 0.08% | 0.1% | 1558 | -436 | -12.69% | Q4 2025 | Jan 15, 2026 |
| Indiana Trust & Investment Management Co | History | Added to | 3,007 | 222 | 0.07% | 0.07% | 1556 | +4 | 0.13% | Q4 2025 | Jan 21, 2026 |
| Signet Investment Advisory Group, Inc. | History | No change | 3,000 | 222 | 0.1% | 0.11% | 1557 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Nautilus Advisors LLC | History | No change | 3,000 | 222 | 0.14% | 0.15% | 1559 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| LOCKERMAN FINANCIAL GROUP, INC. | History | Reduced | 2,992 | 221 | 0.42% | 0.32% | 1561 | -391 | -11.56% | Q4 2025 | Jan 21, 2026 |
| Westchester Capital Management, Inc. | History | No change | 2,988 | 221 | 0.05% | 0.05% | 1560 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Krilogy Financial LLC | History | Reduced | 2,963 | 220 | 0.01% | 0.06% | 1562 | -16,976 | -85.14% | Q4 2025 | Jan 27, 2026 |
| Prairie Wealth Advisors, Inc. | History | Closed out | 0 | 220 | 0.09% | 0.09% | 1563 | -2,830 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MOSELEY INVESTMENT MANAGEMENT INC | History | New | 2,950 | 218 | 0.07% | — | 1564 | +2,950 | New | Q4 2025 | Jan 20, 2026 |
| CLG LLC | History | Reduced | 2,943 | 218 | 0.05% | 0.06% | 1566 | -194 | -6.18% | Q4 2025 | Jan 15, 2026 |
| Members Trust Co | History | No change | 2,952 | 218 | 0.01% | 0.01% | 1565 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Turn8 Private Wealth Inc. | History | Added to | 2,933 | 217 | 0.16% | 0.16% | 1568 | +12 | 0.41% | Q4 2025 | Feb 10, 2026 |
| MAINSAIL ASSET MANAGEMENT, LLC | History | Added to | 2,936 | 217 | 0.09% | 0.1% | 1567 | +11 | 0.38% | Q4 2025 | Feb 05, 2026 |
| Strait & Sound Wealth Management LLC | History | Added to | 2,921 | 216 | 0.08% | 0.08% | 1570 | +115 | 4.1% | Q4 2025 | Feb 04, 2026 |
| Peachtree Investment Partners, LLC | History | No change | 2,920 | 216 | 0.07% | 0.08% | 1569 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Stone Wealth Partners | History | New | 2,905 | 215 | 0.19% | — | 1571 | +2,905 | New | Q4 2025 | Feb 24, 2026 |
| Spinnaker Investment Group, LLC | History | No change | 2,914 | 215 | 0.04% | 0.04% | 1572 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| CWA Asset Management Group, LLC | History | New | 2,899 | 214 | 0.01% | — | 1573 | +2,899 | New | Q4 2025 | Jan 07, 2026 |
| Caitlin John, LLC | History | Added to | 2,898 | 214 | 0.14% | 0.15% | 1574 | +39 | 1.36% | Q4 2025 | Feb 18, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | New | 2,886 | 213 | 0.02% | — | 1575 | +2,886 | New | Q4 2025 | Feb 04, 2026 |
| Financial Symmetry Inc | History | Added to | 2,872 | 212 | 0.09% | 0.09% | 1578 | +28 | 0.98% | Q4 2025 | Jan 28, 2026 |
| Kaizen Financial Strategies | History | Added to | 2,873 | 212 | 0.09% | 0.1% | 1577 | +19 | 0.67% | Q4 2025 | Jan 21, 2026 |
| GM Advisory Group, LLC | History | No change | 2,874 | 212 | 0.01% | 0.01% | 1576 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 2,801 | 207 | 0.0% | 0.0% | 1579 | +5 | 0.18% | Q4 2025 | Feb 04, 2026 |
| IFC & Insurance Marketing, Inc. | History | New | 2,784 | 206 | 0.2% | — | 1581 | +2,784 | New | Q4 2025 | Feb 12, 2026 |
| New Millennium Group LLC | History | Added to | 2,784 | 206 | 0.09% | 0.06% | 1580 | +870 | 45.45% | Q4 2025 | Feb 06, 2026 |
| BLUELINE ADVISORS LLC | History | New | 2,774 | 205 | 0.17% | — | 1584 | +2,774 | New | Q4 2025 | Feb 10, 2026 |
| Crews Bank & Trust | History | Added to | 2,771 | 205 | 0.03% | 0.01% | 1583 | +2,060 | 289.73% | Q4 2025 | Jan 21, 2026 |
| Hillcrest Wealth Advisors - NY, LLC | History | No change | 2,775 | 205 | 0.09% | 0.09% | 1582 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Berkshire Money Management, Inc. | History | New | 2,751 | 203 | 0.02% | — | 1586 | +2,751 | New | Q4 2025 | Jan 27, 2026 |
| SeaBridge Investment Advisors LLC | History | Added to | 2,746 | 203 | 0.03% | 0.03% | 1585 | +49 | 1.82% | Q4 2025 | Jan 26, 2026 |
| Synergy Asset Management, LLC | History | New | 2,733 | 202 | 0.02% | — | 1588 | +2,733 | New | Q4 2025 | Jan 13, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | Reduced | 2,740 | 202 | 0.01% | 0.01% | 1587 | -265 | -8.82% | Q4 2025 | Jan 21, 2026 |
| Glassman Wealth Services | History | Added to | 2,723 | 201 | 0.03% | 0.03% | 1589 | +35 | 1.3% | Q4 2025 | Jan 28, 2026 |
| Beacon Capital Management, LLC | History | New | 2,702 | 200 | 0.03% | — | 1590 | +2,702 | New | Q4 2025 | Feb 13, 2026 |
| MCF Advisors LLC | History | New | 2,656 | 196 | 0.01% | — | 1592 | +2,656 | New | Q4 2025 | Feb 11, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | No change | 2,657 | 196 | 0.01% | 0.01% | 1591 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| LFA - Lugano Financial Advisors SA | History | Reduced | 2,575 | 190 | 0.1% | 0.1% | 1594 | -47 | -1.79% | Q4 2025 | Jan 29, 2026 |
| Horizon Investments, LLC | History | No change | 2,572 | 190 | 0.0% | 0.0% | 1593 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Concord Wealth Partners | History | Added to | 2,405 | 178 | 0.02% | 0.02% | 1595 | +22 | 0.92% | Q4 2025 | Jan 29, 2026 |
| Aspect Partners, LLC | History | Reduced | 2,390 | 177 | 0.08% | 0.11% | 1596 | -874 | -26.78% | Q4 2025 | Jan 23, 2026 |
| Glen Eagle Advisors, LLC | History | Added to | 2,383 | 176 | 0.02% | 0.01% | 1598 | +1,088 | 84.02% | Q4 2025 | Feb 13, 2026 |
| Arlington Trust Co LLC | History | No change | 2,380 | 176 | 0.02% | 0.03% | 1597 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Running Point Capital Advisors, LLC | History | No change | 2,360 | 174 | 0.05% | 0.05% | 1599 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Ares Financial Consulting, LLC | History | New | 2,322 | 171 | 0.16% | — | 1600 | +2,322 | New | Q4 2025 | Jan 30, 2026 |
| Fourth Dimension Wealth, LLC | History | Reduced | 2,307 | 170 | 0.06% | 0.07% | 1601 | -242 | -9.49% | Q4 2025 | Feb 04, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Reduced | 2,270 | 168 | 0.08% | 0.08% | 1602 | -45 | -1.94% | Q4 2025 | Feb 03, 2026 |
| Family CFO Inc | History | New | 2,250 | 166 | 0.07% | — | 1604 | +2,250 | New | Q4 2025 | Jan 23, 2026 |
| Stone House Investment Management, LLC | History | Added to | 2,248 | 166 | 0.03% | 0.03% | 1603 | +159 | 7.61% | Q4 2025 | Jan 21, 2026 |
| Rakuten Securities, Inc. | History | Added to | 2,134 | 158 | 0.05% | 0.02% | 1605 | +1,557 | 269.84% | Q4 2025 | Jan 29, 2026 |
| PINNEY & SCOFIELD, INC. | History | Added to | 2,135 | 158 | 0.09% | 0.1% | 1606 | +28 | 1.33% | Q4 2025 | Feb 13, 2026 |
| Murphy & Mullick Capital Management Corp | History | Reduced | 2,081 | 154 | 0.11% | 0.13% | 1607 | -194 | -8.53% | Q4 2025 | Feb 10, 2026 |
| UNION SAVINGS BANK | History | New | 2,078 | 153 | 0.07% | — | 1608 | +2,078 | New | Q4 2025 | Mar 06, 2026 |
| Gen-Wealth Partners Inc | History | New | 152,652 | 152 | 0.05% | — | 1609 | +152,652 | New | Q4 2025 | Feb 13, 2026 |
| MONTAG A & ASSOCIATES INC | History | New | 2,000 | 148 | 0.01% | — | 1610 | +2,000 | New | Q4 2025 | Feb 02, 2026 |
| Rossmore Private Capital | History | No change | 2,010 | 148 | 0.01% | 0.02% | 1611 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Laurel Wealth Advisors LLC | History | New | 1,997 | 147 | 0.02% | — | 1612 | +1,997 | New | Q4 2025 | Jan 30, 2026 |
| POM Investment Strategies, LLC | History | New | 1,907 | 141 | 0.07% | — | 1613 | +1,907 | New | Q4 2025 | Feb 17, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 1,878 | 139 | 0.12% | — | 1614 | +1,878 | New | Q4 2025 | Feb 10, 2026 |
| JDM Financial Group LLC | History | No change | 1,855 | 137 | 0.05% | 0.06% | 1615 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Elgethun Capital Management | History | Added to | 1,841 | 136 | 0.02% | 0.02% | 1616 | +153 | 9.06% | Q4 2025 | Feb 10, 2026 |
| Front Row Advisors LLC | History | Added to | 1,810 | 134 | 0.04% | 0.05% | 1617 | +1 | 0.06% | Q4 2025 | Feb 12, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 1,765 | 130 | 0.01% | 0.02% | 1618 | -1,949 | -52.48% | Q4 2025 | Feb 13, 2026 |
| Hamrick Investment Counsel, llc | History | New | 1,730 | 128 | 0.1% | — | 1619 | +1,730 | New | Q4 2025 | Mar 31, 2026 |
| KERR FINANCIAL PLANNING Corp | History | Reduced | 1,665 | 123 | 0.17% | 0.21% | 1620 | -312 | -15.78% | Q4 2025 | Feb 10, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 1,616 | 119 | 0.12% | 0.13% | 1621 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | Reduced | 1,580 | 117 | 0.03% | 0.04% | 1622 | -305 | -16.18% | Q4 2025 | Jan 27, 2026 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | History | Reduced | 1,499 | 111 | 0.04% | 0.04% | 1624 | -65 | -4.16% | Q4 2025 | Jan 16, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | No change | 1,505 | 111 | 0.06% | 0.06% | 1623 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Ameliora Wealth Management Ltd. | History | No change | 1,443 | 106 | 0.03% | 0.04% | 1625 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Signature Equity Partners, LLC | History | New | 1,415 | 104 | 0.06% | — | 1628 | +1,415 | New | Q4 2025 | Feb 17, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Added to | 1,411 | 104 | 0.09% | 0.05% | 1627 | +734 | 108.42% | Q4 2025 | Feb 10, 2026 |
| Darwin Wealth Management, LLC | History | Added to | 1,412 | 104 | 0.03% | 0.03% | 1626 | +11 | 0.79% | Q4 2025 | Jan 22, 2026 |
| Aventura Private Wealth, LLC | History | Reduced | 1,357 | 100 | 0.04% | 0.04% | 1629 | -13 | -0.95% | Q4 2025 | Jan 07, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | Added to | 1,297 | 96 | 0.03% | 0.01% | 1630 | +684 | 111.58% | Q4 2025 | Jan 28, 2026 |
| ACIMA PRIVATE WEALTH, LLC | History | Reduced | 1,278 | 94 | 0.03% | 0.03% | 1631 | -29 | -2.22% | Q4 2025 | Jan 15, 2026 |
| Reyes Financial Architecture, Inc. | History | Added to | 1,243 | 92 | 0.06% | 0.04% | 1633 | +505 | 68.43% | Q4 2025 | Jan 26, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | Reduced | 1,252 | 92 | 0.01% | 0.01% | 1632 | -130 | -9.41% | Q4 2025 | Feb 04, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 1,239 | 91 | 0.01% | 0.01% | 1634 | +1 | 0.08% | Q4 2025 | Feb 20, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | Added to | 1,225 | 90 | 0.02% | 0.01% | 1635 | +800 | 188.24% | Q4 2025 | Jan 20, 2026 |
| TSFG, LLC | History | Reduced | 1,212 | 90 | 0.01% | 0.02% | 1636 | -125 | -9.35% | Q4 2025 | Feb 04, 2026 |
| Investors Research Corp | History | No change | 1,209 | 89 | 0.02% | 0.02% | 1637 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| Park Place Capital Corp | History | Reduced | 1,194 | 88 | 0.02% | 0.02% | 1638 | -223 | -15.74% | Q4 2025 | Jan 09, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 1,187 | 87 | 0.01% | 0.02% | 1639 | -1,124 | -48.64% | Q4 2025 | Feb 13, 2026 |
| WHITTIER TRUST CO | History | Added to | 1,150 | 85 | 0.0% | 0.0% | 1640 | +62 | 5.7% | Q4 2025 | Jan 26, 2026 |
| Perkins Coie Trust Co | History | No change | 1,155 | 85 | 0.02% | 0.02% | 1641 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | Reduced | 1,114 | 82 | 0.01% | 0.01% | 1642 | -120 | -9.72% | Q4 2025 | Jan 20, 2026 |
| CHESAPEAKE ASSET MANAGEMENT LLC | History | Added to | 1,068 | 79 | 0.07% | 0.03% | 1643 | +559 | 109.82% | Q4 2025 | Jan 08, 2026 |
| Asset Dedication, LLC | History | New | 1,000 | 74 | 0.0% | — | 1644 | +1,000 | New | Q4 2025 | Jan 26, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 1,000 | 74 | 0.06% | — | 1645 | +1,000 | New | Q4 2025 | Feb 11, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | No change | 989 | 73 | 0.0% | 0.0% | 1646 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Financial Freedom, LLC | History | Added to | 974 | 72 | 0.04% | 0.04% | 1647 | +13 | 1.35% | Q4 2025 | Feb 17, 2026 |
| Tidemark, LLC | History | Reduced | 981 | 72 | 0.02% | 0.02% | 1648 | -13 | -1.31% | Q4 2025 | Feb 10, 2026 |
| Investors Portfolio Services LLC | History | New | 965 | 71 | 0.06% | — | 1649 | +965 | New | Q4 2025 | Feb 09, 2026 |
| Coastline Trust Co | History | Reduced | 898 | 66 | 0.01% | 0.01% | 1650 | -18 | -1.97% | Q4 2025 | Jan 05, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | Added to | 879 | 65 | 0.02% | 0.02% | 1651 | +11 | 1.27% | Q4 2025 | Jan 23, 2026 |
| Fortis Group Advisors, LLC | History | No change | 845 | 62 | 0.01% | 0.01% | 1652 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | Added to | 806 | 59 | 0.0% | — | 1653 | +803 | 26766.67% | Q4 2025 | Jan 23, 2026 |
| Strive Financial Group ,LLC | History | New | 798 | 59 | 0.03% | — | 1654 | +798 | New | Q4 2025 | Feb 18, 2026 |
| Birchwood Financial Partners, Inc. | History | New | 795 | 58 | 0.06% | — | 1655 | +795 | New | Q4 2025 | Feb 19, 2026 |
| MidFirst Bank | History | New | 773 | 57 | 0.0% | — | 1656 | +773 | New | Q4 2025 | Feb 25, 2026 |
| MASECO LLP | History | New | 762 | 56 | 0.0% | — | 1658 | +762 | New | Q4 2025 | Jan 22, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 769 | 56 | 0.01% | 0.01% | 1657 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| DAGCO, INC. | History | Added to | 720 | 53 | 0.01% | 0.01% | 1659 | +9 | 1.27% | Q4 2025 | Jan 08, 2026 |
| Graney & King, LLC | History | No change | 709 | 52 | 0.03% | 0.04% | 1660 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| PITTENGER & ANDERSON INC | History | New | 691 | 51 | 0.0% | — | 1661 | +691 | New | Q4 2025 | Feb 02, 2026 |
| Biltmore Family Office, LLC | History | No change | 690 | 51 | 0.01% | 0.01% | 1662 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA | History | New | 688 | 50 | 0.06% | — | 1663 | +688 | New | Q4 2025 | Feb 11, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | New | 687 | 50 | 0.03% | — | 1666 | +687 | New | Q4 2025 | Feb 19, 2026 |
| HOWE & RUSLING INC | History | Reduced | 679 | 50 | 0.0% | 0.0% | 1664 | -279 | -29.12% | Q4 2025 | Feb 17, 2026 |
| TCTC Holdings, LLC | History | No change | 688 | 50 | 0.0% | 0.0% | 1665 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Activest Wealth Management | History | Added to | 651 | 48 | 0.01% | 0.01% | 1668 | +5 | 0.77% | Q4 2025 | Jan 30, 2026 |
| Hurley Capital, LLC | History | No change | 659 | 48 | 0.03% | 0.03% | 1667 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Center for Financial Planning, Inc. | History | No change | 631 | 46 | 0.0% | 0.0% | 1669 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| PEOPLES FINANCIAL SERVICES CORP. | History | No change | 619 | 45 | 0.02% | 0.02% | 1670 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Kingdom Financial Group LLC. | History | New | 584 | 43 | 0.01% | — | 1672 | +584 | New | Q4 2025 | Feb 06, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | New | 582 | 43 | 0.0% | — | 1671 | +582 | New | Q4 2025 | Jan 23, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 575 | 42 | 0.0% | 0.0% | 1673 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| YANKCOM Partnership | History | Reduced | 550 | 40 | 0.02% | 0.02% | 1674 | -82 | -12.97% | Q4 2025 | Jan 20, 2026 |
| Hoese & Co LLP | History | No change | 540 | 39 | 0.03% | 0.03% | 1675 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| MB, LEVIS & ASSOCIATES, LLC | History | Added to | 498 | 36 | 0.02% | 0.02% | 1676 | +7 | 1.43% | Q4 2025 | Jan 14, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 479 | 35 | 0.0% | — | 1679 | +479 | New | Q4 2025 | Feb 09, 2026 |
| Turim 21 Investimentos Ltda. | History | Reduced | 484 | 35 | 0.01% | 0.01% | 1677 | -45 | -8.51% | Q4 2025 | Feb 17, 2026 |
| Farmers & Merchants Trust Co of Chambersburg PA | History | No change | 475 | 35 | 0.01% | 0.01% | 1678 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Safe Harbor Fiduciary, LLC | History | New | 472 | 34 | 0.03% | — | 1680 | +472 | New | Q4 2025 | Feb 17, 2026 |
| FAS Wealth Partners, Inc. | History | Added to | 454 | 33 | 0.0% | 0.0% | 1681 | +415 | 1064.1% | Q4 2025 | Feb 18, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 422 | 31 | 0.0% | 0.0% | 1682 | -998 | -70.28% | Q4 2025 | Feb 09, 2026 |
| Orion Capital Management LLC | History | No change | 428 | 31 | 0.01% | 0.01% | 1683 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 407 | 30 | 0.0% | 0.0% | 1684 | +1 | 0.25% | Q4 2025 | Jan 29, 2026 |
| CKW FINANCIAL GROUP | History | New | 372 | 28 | 0.0% | — | 1685 | +372 | New | Q4 2025 | Jan 26, 2026 |
| Financial Gravity Asset Management, Inc. | History | Reduced | 370 | 27 | 0.01% | 0.01% | 1687 | -84 | -18.5% | Q4 2025 | Feb 13, 2026 |
| Tower View Wealth Management LLC | History | Added to | 366 | 27 | 0.01% | 0.01% | 1686 | +5 | 1.39% | Q4 2025 | Jan 23, 2026 |
| Wilkerson Advisory Group LLC | History | New | 354 | 26 | 0.01% | — | 1689 | +354 | New | Q4 2025 | Feb 13, 2026 |
| Hilton Head Capital Partners, LLC | History | New | 353 | 26 | 0.02% | — | 1690 | +353 | New | Q4 2025 | Feb 11, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | Added to | 351 | 26 | 0.01% | 0.02% | 1688 | +1 | 0.29% | Q4 2025 | Feb 17, 2026 |
| Cheviot Value Management, LLC | History | No change | 343 | 25 | 0.0% | 0.0% | 1691 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Founders Financial Alliance, LLC | History | Reduced | 319 | 23 | 0.0% | 0.03% | 1693 | -1,924 | -85.78% | Q4 2025 | Feb 12, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 312 | 23 | 0.01% | 0.02% | 1695 | -330 | -51.4% | Q4 2025 | Feb 18, 2026 |
| Bangor Savings Bank | History | No change | 320 | 23 | 0.0% | 0.0% | 1692 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Bank & Trust Co | History | No change | 323 | 23 | 0.02% | 0.02% | 1694 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| BAYBAN | History | New | 299 | 22 | 0.02% | — | 1699 | +299 | New | Q4 2025 | Mar 05, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 300 | 22 | 0.01% | 0.01% | 1696 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 299 | 22 | 0.01% | 0.01% | 1697 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Delos Wealth Advisors, LLC | History | No change | 300 | 22 | 0.01% | 0.01% | 1698 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CoreFirst Bank & Trust | History | No change | 288 | 21 | 0.01% | 0.01% | 1700 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Bollard Group LLC | History | Added to | 256 | 19 | 0.0% | 0.0% | 1701 | +4 | 1.59% | Q4 2025 | Feb 13, 2026 |
| Pflug Koory, LLC | History | Added to | 260 | 19 | 0.01% | 0.01% | 1702 | +3 | 1.17% | Q4 2025 | Jan 20, 2026 |
| IMG Wealth Management, Inc. | History | New | 250 | 18 | 0.01% | — | 1705 | +250 | New | Q4 2025 | Feb 05, 2026 |
| Key Capital Management, INC | History | New | 245 | 18 | 0.02% | — | 1706 | +245 | New | Q4 2025 | Jan 26, 2026 |
| Davis Capital Management | History | No change | 255 | 18 | 0.01% | 0.01% | 1703 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Transce3nd, LLC | History | No change | 252 | 18 | 0.15% | — | 1704 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| SOFI WEALTH, LLC | History | Added to | 231 | 17 | 0.0% | 0.0% | 1707 | +8 | 3.59% | Q4 2025 | Jan 30, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 220 | 16 | 0.0% | — | 1709 | +208 | 1733.33% | Q4 2025 | Feb 17, 2026 |
| Cranbrook Wealth Management, LLC | History | No change | 226 | 16 | 0.0% | 0.0% | 1708 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| EQ WEALTH ADVISORS, LLC | History | New | 208 | 15 | 0.01% | — | 1712 | +208 | New | Q4 2025 | Feb 02, 2026 |
| Operose Advisors LLC | History | No change | 208 | 15 | 0.0% | 0.0% | 1710 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Lummis Asset Management, LP | History | No change | 206 | 15 | 0.01% | 0.01% | 1711 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 200 | 14 | 0.0% | 0.0% | 1713 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Trifecta Capital Advisors, LLC | History | No change | 191 | 14 | 0.0% | 0.0% | 1714 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Nova Wealth Management, Inc. | History | New | 186 | 13 | 0.01% | — | 1718 | +186 | New | Q4 2025 | Jan 14, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 180 | 13 | 0.0% | 0.0% | 1715 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | No change | 181 | 13 | 0.0% | 0.01% | 1716 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Millstone Evans Group, LLC | History | No change | 184 | 13 | 0.01% | 0.01% | 1717 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Turning Point Benefit Group, Inc. | History | New | 165 | 12 | 0.01% | — | 1720 | +165 | New | Q4 2025 | Jan 30, 2026 |
| Cypress Capital Management LLC (WY) | History | Reduced | 175 | 12 | 0.01% | 0.01% | 1719 | -25 | -12.5% | Q4 2025 | Feb 09, 2026 |
| Ransom Advisory, Ltd | History | New | 162 | 11 | 0.0% | — | 1723 | +162 | New | Q4 2025 | Jan 06, 2026 |
| RHL GROUP, LLC | History | New | 159 | 11 | 0.01% | — | 1724 | +159 | New | Q4 2025 | Feb 09, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 149 | 11 | 0.0% | 0.0% | 1721 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Smallwood Wealth Investment Management, LLC | History | No change | 155 | 11 | 0.01% | 0.01% | 1722 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Nemes Rush Group LLC | History | New | 143 | 10 | 0.0% | — | 1728 | +143 | New | Q4 2025 | Feb 11, 2026 |
| SHP Wealth Management | History | New | 141 | 10 | 0.0% | — | 1727 | +141 | New | Q4 2025 | Mar 04, 2026 |
| ARVEST INVESTMENTS, INC. | History | No change | 139 | 10 | 0.0% | 0.0% | 1725 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Bay Harbor Wealth Management, LLC | History | No change | 145 | 10 | 0.0% | 0.0% | 1726 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| IAG Wealth Partners, LLC | History | No change | 123 | 9 | 0.0% | 0.0% | 1729 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| HighMark Wealth Management LLC | History | Added to | 116 | 8 | 0.0% | 0.0% | 1730 | +13 | 12.62% | Q4 2025 | Feb 05, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | No change | 113 | 8 | 0.01% | 0.01% | 1731 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Camelot Portfolios, LLC | History | New | 105 | 7 | 0.0% | — | 1732 | +105 | New | Q4 2025 | Jan 29, 2026 |
| Garton & Associates Financial Advisors LLC | History | New | 100 | 7 | 0.0% | — | 1736 | +100 | New | Q4 2025 | Feb 18, 2026 |
| Greykasell Wealth Strategies, Inc. | History | New | 95 | 7 | 0.0% | — | 1734 | +95 | New | Q4 2025 | Feb 11, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | No change | 99 | 7 | 0.0% | 0.0% | 1733 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | No change | 108 | 7 | 0.01% | 0.01% | 1735 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Eukles Asset Management | History | No change | 85 | 6 | 0.0% | 0.0% | 1737 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Benson Wealth Management INC | History | New | 79 | 5 | 0.01% | — | 1743 | +79 | New | Q4 2025 | Feb 12, 2026 |
| Tradewinds Capital Management, LLC | History | New | 75 | 5 | 0.0% | — | 1739 | +75 | New | Q4 2025 | Jan 14, 2026 |
| Quaker Wealth Management, LLC | History | Added to | 80 | 5 | 0.0% | 0.0% | 1740 | +16 | 25.0% | Q4 2025 | Jan 28, 2026 |
| FIRST FINANCIAL CORP /IN/ | History | No change | 73 | 5 | 0.0% | 0.0% | 1738 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 68 | 5 | 0.0% | 0.0% | 1741 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| CONQUIS FINANCIAL LLC | History | No change | 76 | 5 | 0.0% | 0.0% | 1742 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| WINNOW WEALTH LLC | History | New | 60 | 4 | 0.0% | — | 1747 | +60 | New | Q4 2025 | Feb 11, 2026 |
| BURKETT FINANCIAL SERVICES, LLC | History | New | 56 | 4 | 0.0% | — | 1745 | +56 | New | Q4 2025 | Jan 05, 2026 |
| Mountain Hill Investment Partners Corp. | History | Added to | 55 | 4 | 0.0% | 0.0% | 1746 | +1 | 1.85% | Q4 2025 | Jan 26, 2026 |
| Richardson Capital Management LLC | History | No change | 62 | 4 | 0.0% | 0.0% | 1744 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Holos Integrated Wealth LLC | History | No change | 56 | 4 | 0.0% | 0.0% | 1748 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Plante Moran Financial Advisors, LLC | History | Reduced | 46 | 3 | 0.0% | 0.0% | 1751 | -420 | -90.13% | Q4 2025 | Feb 05, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 53 | 3 | 0.0% | — | 1749 | +53 | New | Q4 2025 | Feb 13, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | New | 44 | 3 | 0.0% | — | 1752 | +44 | New | Q4 2025 | Jan 30, 2026 |
| Byrne Asset Management LLC | History | Added to | 51 | 3 | 0.0% | 0.0% | 1754 | +1 | 2.0% | Q4 2025 | Jan 12, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 48 | 3 | 0.0% | 0.0% | 1750 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 49 | 3 | 0.0% | 0.0% | 1753 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Newbridge Financial Services Group, Inc. | History | No change | 32 | 2 | 0.0% | 0.0% | 1755 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Bernard Wealth Management Corp. | History | Reduced | 23 | 1 | 0.0% | 0.0% | 1761 | -36 | -61.02% | Q4 2025 | Jan 15, 2026 |
| Monetary Solutions, Ltd | History | New | 21 | 1 | 0.0% | — | 1762 | +21 | New | Q4 2025 | Feb 23, 2026 |
| CURIO WEALTH, LLC | History | New | 20 | 1 | 0.0% | — | 1760 | +20 | New | Q4 2025 | Feb 11, 2026 |
| HOEY INVESTMENTS, INC | History | No change | 26 | 1 | 0.0% | 0.0% | 1756 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Creative Capital Management Investments LLC | History | No change | 18 | 1 | 0.0% | 0.0% | 1757 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| GAMMA Investing LLC | History | No change | 24 | 1 | 0.0% | 0.0% | 1758 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| ORG Wealth Partners, LLC | History | No change | 19 | 1 | 0.0% | 0.0% | 1759 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Garde Capital, Inc. | History | Closed out | 0 | 0 | — | 5.71% | — | -1,576,373 | -100.0% | Q3 2025 | Dec 16, 2025 |
| KAVAR CAPITAL PARTNERS GROUP, LLC | History | Closed out | 0 | 0 | — | 3.32% | — | -334,793 | -100.0% | Q3 2025 | Oct 17, 2025 |
| VAN ECK ASSOCIATES CORP | History | Closed out | 0 | 0 | — | 0.02% | — | -234,194 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Penserra Capital Management LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -216,600 | -100.0% | Q3 2025 | Nov 04, 2025 |
| TrueWealth Financial Partners | History | Closed out | 0 | 0 | — | 6.21% | — | -163,714 | -100.0% | Q3 2025 | Nov 21, 2025 |
| Northwest & Ethical Investments L.P. | History | Closed out | 0 | 0 | — | 0.23% | — | -128,690 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Motiv8 Investments LLC | History | Closed out | 0 | 0 | — | 3.53% | — | -89,178 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Quadrature Capital Ltd | History | Closed out | 0 | 0 | — | 0.07% | — | -84,168 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Northern Financial Advisors Inc | History | Closed out | 0 | 0 | — | 2.78% | — | -71,123 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Nearwater Capital Markets, Ltd | History | Closed out | 0 | 0 | — | 0.05% | — | -54,400 | -100.0% | Q3 2025 | Nov 13, 2025 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -47,500 | -100.0% | Q3 2025 | Nov 13, 2025 |
| General Partner, Inc. | History | Closed out | 0 | 0 | — | 1.88% | — | -45,848 | -100.0% | Q3 2025 | Oct 08, 2025 |
| Empowered Funds, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -40,171 | -100.0% | Q3 2025 | Nov 13, 2025 |
| RFP Financial Group LLC | History | Closed out | 0 | 0 | — | 0.71% | — | -24,163 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Blume Capital Management, Inc. | History | Closed out | 0 | 0 | — | 0.29% | — | -20,529 | -100.0% | Q3 2025 | Nov 06, 2025 |
| CERTIOR FINANCIAL GROUP, LLC | History | Closed out | 0 | 0 | — | 0.95% | — | -19,287 | -100.0% | Q3 2025 | Oct 31, 2025 |
| PFG Private Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.64% | — | -19,223 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Bank Pictet & Cie (Europe) AG | History | Closed out | 0 | 0 | — | 0.02% | — | -16,000 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Global View Capital Management LLC | History | Closed out | 0 | 0 | — | 0.24% | — | -15,257 | -100.0% | Q3 2025 | Oct 29, 2025 |
| ALTFEST L J & CO INC | History | Closed out | 0 | 0 | — | 0.12% | — | -14,234 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Quadrant Private Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -13,858 | -100.0% | Q3 2025 | Oct 30, 2025 |
| TRAPHAGEN INVESTMENT ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -13,827 | -100.0% | Q3 2025 | Oct 07, 2025 |
| Strategic Financial Concepts, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -11,849 | -100.0% | Q3 2025 | Nov 13, 2025 |
| GREAT OAK CAPITAL PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.23% | — | -11,695 | -100.0% | Q3 2025 | Oct 17, 2025 |
| Northwest Capital Management Inc | History | Closed out | 0 | 0 | — | 0.87% | — | -11,083 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Hill Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -10,241 | -100.0% | Q3 2025 | Nov 14, 2025 |
| 49 WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -9,587 | -100.0% | Q3 2025 | Nov 12, 2025 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -9,073 | -100.0% | Q3 2025 | Nov 04, 2025 |
| BRIGHTON JONES LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -8,629 | -100.0% | Q3 2025 | Oct 14, 2025 |
| TORONTO DOMINION BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -7,958 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Consolidated Portfolio Review Corp | History | Closed out | 0 | 0 | — | 0.07% | — | -7,917 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Archvest Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.47% | — | -7,157 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Silver Coast Investments LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -7,009 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Breakwater Capital Group | History | Closed out | 0 | 0 | — | 0.07% | — | -6,522 | -100.0% | Q3 2025 | Nov 06, 2025 |
| von Borstel & Associates, Inc. | History | Closed out | 0 | 0 | — | 0.07% | — | -5,990 | -100.0% | Q3 2025 | Nov 14, 2025 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Closed out | 0 | 0 | — | 0.02% | — | -5,793 | -100.0% | Q3 2025 | Oct 21, 2025 |
| ProVise Management Group, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -4,965 | -100.0% | Q3 2025 | Nov 13, 2025 |
| FORTRESS FINANCIAL GROUP, LLC | History | Closed out | 0 | 0 | — | 0.27% | — | -4,709 | -100.0% | Q3 2025 | Nov 06, 2025 |
| ANGELES WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -4,601 | -100.0% | Q3 2025 | Nov 12, 2025 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -4,550 | -100.0% | Q3 2025 | Nov 14, 2025 |
| AllSquare Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -4,508 | -100.0% | Q3 2025 | Jan 12, 2026 |
| Nvest Financial, LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -4,488 | -100.0% | Q3 2025 | Nov 13, 2025 |
| LM Advisors LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -4,339 | -100.0% | Q3 2025 | Nov 13, 2025 |
| WETZEL INVESTMENT ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.14% | — | -4,293 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Strategic Wealth Investment Group, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -4,277 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Kiker Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -4,100 | -100.0% | Q3 2025 | Oct 27, 2025 |
| ABSHER WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -3,835 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Valley Financial Group, Inc. | History | Closed out | 0 | 0 | — | 0.16% | — | -3,769 | -100.0% | Q3 2025 | Nov 14, 2025 |
| DONALDSON CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,708 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Avestar Capital, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -3,581 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Meridian Financial Partners LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -3,543 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,537 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Venture Visionary Partners LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,506 | -100.0% | Q3 2025 | Oct 06, 2025 |
| TRITONPOINT WEALTH, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -3,506 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Wescott Financial Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -3,466 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Balefire, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -3,260 | -100.0% | Q3 2025 | Oct 08, 2025 |
| Impact Partnership Wealth, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -3,246 | -100.0% | Q3 2025 | Nov 03, 2025 |
| HANOVER ADVISORS INC | History | Closed out | 0 | 0 | — | 0.09% | — | -3,230 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Austin Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -3,073 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Madison Wealth Partners, Inc | History | Closed out | 0 | 0 | — | 0.04% | — | -3,057 | -100.0% | Q3 2025 | Nov 12, 2025 |
| NCM Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -3,038 | -100.0% | Q3 2025 | Nov 14, 2025 |
| FSA Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.17% | — | -2,917 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Balance Wealth, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -2,907 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Chancellor Financial Group WB LP | History | Closed out | 0 | 0 | — | 0.15% | — | -2,906 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Thrive Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -2,873 | -100.0% | Q3 2025 | Oct 07, 2025 |
| Melone Private Wealth, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -2,809 | -100.0% | Q3 2025 | Oct 17, 2025 |
| Peak Financial Management, Inc. | History | Closed out | 0 | 0 | — | 0.05% | — | -2,790 | -100.0% | Q3 2025 | Oct 09, 2025 |
| Summit Global Investments | History | Closed out | 0 | 0 | — | 0.01% | — | -2,707 | -100.0% | Q3 2025 | Nov 03, 2025 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,349 | -100.0% | Q3 2025 | Oct 07, 2025 |
| GODSEY & GIBB, INC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,322 | -100.0% | Q3 2025 | Oct 24, 2025 |
| Citizens National Bank Trust Department | History | Closed out | 0 | 0 | — | 0.03% | — | -2,318 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Tortoise Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,029 | -100.0% | Q3 2025 | Nov 13, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,872 | -100.0% | Q3 2025 | Nov 03, 2025 |
| First Command Advisory Services, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,594 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -1,527 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Icon Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,403 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Peterson Wealth Services | History | Reduced | 6 | 0 | — | — | — | -1,315 | -99.55% | Q4 2025 | Feb 12, 2026 |
| Integrity Financial Corp /WA | History | Closed out | 0 | 0 | — | 0.04% | — | -1,129 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Security National Bank | History | Reduced | 10 | 0 | — | 0.01% | — | -932 | -98.94% | Q4 2025 | Feb 05, 2026 |
| Clayton Financial Group LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -731 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Luminist Capital LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -705 | -100.0% | Q3 2025 | Nov 14, 2025 |
| FIRST COMMUNITY TRUST NA | History | Closed out | 0 | 0 | — | 0.04% | — | -669 | -100.0% | Q3 2025 | Oct 07, 2025 |
| Rise Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -657 | -100.0% | Q3 2025 | Oct 08, 2025 |
| HIGHLINE WEALTH PARTNERS LLC | History | Reduced | 2 | 0 | — | 0.01% | — | -625 | -99.68% | Q4 2025 | Jan 15, 2026 |
| Westfuller Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -625 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Future Financial Wealth Managment LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -613 | -100.0% | Q3 2025 | Oct 15, 2025 |
| TruNorth Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -276 | -100.0% | Q3 2025 | Oct 21, 2025 |
| REAP Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -266 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Main Street Group, LTD | History | Closed out | 0 | 0 | — | 0.01% | — | -257 | -100.0% | Q3 2025 | Nov 07, 2025 |
| United Community Bank | History | Closed out | 0 | 0 | — | 0.0% | — | -207 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Quent Capital, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -199 | -100.0% | Q3 2025 | Oct 27, 2025 |
| MTM Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -175 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Financial Life Planners | History | Closed out | 0 | 0 | — | 0.01% | — | -132 | -100.0% | Q3 2025 | Nov 13, 2025 |
| North Ridge Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -54 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Fortitude Family Office, LLC | History | New | 13 | 0 | — | — | — | +13 | New | Q4 2025 | Jan 15, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | New | 8 | 0 | — | — | — | +8 | New | Q4 2025 | Feb 13, 2026 |
| Team Financial Group, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Financial Connections Group, Inc. | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Morton Brown Family Wealth, LLC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Compass Financial Services Inc | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 27, 2026 |