VANGUARD BOND INDEX FUNDS - BSV
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 16 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 41,443,879 | 3,266,192 | 4.98% | 4.99% | 1 | +3,590,668 | 9.49% | Q4 2025 | Feb 18, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 32,337,635 | 2,548,529 | 0.16% | 0.12% | 2 | +7,213,590 | 28.71% | Q4 2025 | Feb 11, 2026 |
| MORGAN STANLEY | History | Reduced | 30,553,571 | 2,407,927 | 0.14% | 0.18% | 3 | -8,046,456 | -20.85% | Q4 2025 | Feb 13, 2026 |
| Creative Planning | History | Added to | 26,106,715 | 2,057,470 | 1.47% | 0.03% | 4 | +25,588,041 | 4933.36% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 24,510,369 | 1,931,662 | 0.57% | 0.64% | 5 | -3,468,235 | -12.4% | Q4 2025 | Feb 10, 2026 |
| Empower Advisory Group, LLC | History | Added to | 20,972,198 | 1,652,818 | 4.46% | 4.27% | 6 | +1,440,858 | 7.38% | Q4 2025 | Feb 12, 2026 |
| Allworth Financial LP | History | New | 19,624,938 | 1,546,641 | 6.34% | — | 7 | +19,624,938 | New | Q4 2025 | Feb 05, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 18,536,725 | 1,460,879 | 0.18% | 0.17% | 8 | +1,327,360 | 7.71% | Q4 2025 | Mar 25, 2026 |
| NORTHERN TRUST CORP | History | Added to | 11,403,361 | 898,698 | 0.11% | 0.11% | 9 | +593,220 | 5.49% | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 9,798,353 | 772,208 | 0.06% | 0.05% | 10 | +601,169 | 6.54% | Q4 2025 | Feb 17, 2026 |
| Truepoint, Inc. | History | Added to | 6,979,556 | 550,058 | 12.38% | 12.34% | 11 | +256,915 | 3.82% | Q4 2025 | Feb 11, 2026 |
| LPL Financial LLC | History | Reduced | 6,827,379 | 538,065 | 0.15% | 0.16% | 12 | -84,817 | -1.23% | Q4 2025 | Feb 11, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 6,289,692 | 495,690 | 0.94% | 0.95% | 13 | +386,860 | 6.55% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 6,018,430 | 474,312 | 0.09% | 0.1% | 14 | -939,878 | -13.51% | Q4 2025 | Feb 13, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 4,449,447 | 350,660 | 1.23% | 1.24% | 15 | +195,541 | 4.6% | Q4 2025 | Feb 06, 2026 |
| LINCOLN NATIONAL CORP | History | Added to | 3,853,225 | 303,672 | 8.88% | 8.34% | 16 | +148,045 | 4.0% | Q4 2025 | Feb 09, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 3,641,192 | 286,962 | 0.09% | 0.09% | 17 | +182,734 | 5.28% | Q4 2025 | Feb 18, 2026 |
| UBS Group AG | History | Added to | 3,581,453 | 282,254 | 0.05% | 0.04% | 18 | +54,608 | 1.55% | Q4 2025 | Jan 29, 2026 |
| Cerity Partners LLC | History | Added to | 3,293,170 | 259,534 | 0.38% | 0.37% | 19 | +386,833 | 13.31% | Q4 2025 | Feb 11, 2026 |
| ROYAL BANK OF CANADA | History | New | 3,276,087 | 258,189 | 0.04% | — | 20 | +3,276,087 | New | Q4 2025 | Feb 17, 2026 |
| Corient Private Wealth LLC | History | Added to | 3,279,166 | 257,692 | 0.35% | 0.11% | 21 | +2,421,687 | 282.42% | Q4 2025 | Mar 09, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 2,928,028 | 230,757 | 1.29% | 1.31% | 22 | +186,073 | 6.79% | Q4 2025 | Feb 03, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 2,896,433 | 228,267 | 0.3% | 0.29% | 23 | +25,633 | 0.89% | Q4 2025 | Feb 12, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 2,769,491 | 218,263 | 1.31% | 2.21% | 24 | -1,135,094 | -29.07% | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Added to | 2,760,887 | 217,585 | 0.04% | 0.04% | 25 | +140,244 | 5.35% | Q4 2025 | Feb 10, 2026 |
| True Link Financial Advisors, LLC | History | Added to | 2,389,566 | 188,321 | 11.44% | 11.37% | 26 | +150,940 | 6.74% | Q4 2025 | Jan 29, 2026 |
| MetLife Investment Management, LLC | History | Added to | 2,336,000 | 184,100 | 0.89% | 0.88% | 27 | +22,800 | 0.99% | Q4 2025 | Feb 12, 2026 |
| Cetera Investment Advisers | History | Added to | 2,327,366 | 183,419 | 0.2% | 0.21% | 28 | +79,160 | 3.52% | Q4 2025 | Feb 17, 2026 |
| Focus Partners Wealth | History | Added to | 2,067,400 | 162,931 | 0.19% | 0.24% | 29 | +146,879 | 7.65% | Q4 2025 | Feb 13, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 2,066,909 | 162,893 | 0.22% | 0.19% | 30 | +241,055 | 13.2% | Q4 2025 | Feb 02, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 2,051,836 | 161,705 | 0.03% | 0.02% | 31 | +67,852 | 3.42% | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 1,674,725 | 132,024 | 0.19% | 0.18% | 32 | +18,676 | 1.13% | Q4 2025 | Feb 17, 2026 |
| Apella Capital, LLC | History | Added to | 1,661,574 | 130,948 | 2.59% | 2.67% | 33 | +148,884 | 9.84% | Q4 2025 | Jan 21, 2026 |
| Valmark Advisers, Inc. | History | Added to | 1,534,909 | 120,966 | 1.49% | 1.49% | 34 | +73,334 | 5.02% | Q4 2025 | Jan 26, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 1,528,953 | 120,496 | 0.07% | 0.07% | 35 | +152,282 | 11.06% | Q4 2025 | Feb 17, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 1,509,757 | 118,983 | 0.08% | 0.07% | 36 | +97,551 | 6.91% | Q4 2025 | Feb 10, 2026 |
| Purpose Unlimited Inc. | History | New | 1,410,094 | 111,129 | 5.08% | — | 37 | +1,410,094 | New | Q4 2025 | Mar 20, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 1,304,609 | 102,816 | 0.27% | 0.28% | 38 | -10,127 | -0.77% | Q4 2025 | Feb 05, 2026 |
| Smithfield Trust Co | History | Reduced | 1,268,269 | 99,930 | 4.42% | 4.51% | 39 | -10,857 | -0.85% | Q4 2025 | Feb 09, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 1,180,361 | 92,876 | 0.02% | 0.02% | 40 | +51,616 | 4.57% | Q4 2025 | Feb 17, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 1,175,610 | 92,649 | 0.65% | 0.74% | 41 | +69,729 | 6.31% | Q4 2025 | Feb 18, 2026 |
| DAVENPORT & Co LLC | History | Added to | 1,159,605 | 91,388 | 0.49% | 0.46% | 42 | +55,628 | 5.04% | Q4 2025 | Jan 12, 2026 |
| &PARTNERS | History | Added to | 1,150,988 | 90,727 | 0.47% | 0.48% | 43 | +205,683 | 21.76% | Q4 2025 | Feb 17, 2026 |
| WIT, LLC | History | No change | 1,122,162 | 88,437 | 1.77% | 2.01% | 44 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| RS CRUM INC. | History | Added to | 1,119,033 | 88,190 | 17.62% | 18.36% | 45 | +72,114 | 6.89% | Q4 2025 | Feb 17, 2026 |
| World Investment Advisors | History | Added to | 1,098,909 | 86,604 | 1.41% | 1.56% | 46 | +132,983 | 13.77% | Q4 2025 | Mar 12, 2026 |
| Align Financial, LLC | History | New | 83,460 | 83,460 | 0.05% | — | 47 | +83,460 | New | Q4 2025 | Feb 17, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Reduced | 1,031,247 | 81,273 | 1.02% | 1.06% | 48 | -374 | -0.04% | Q4 2025 | Feb 10, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 1,014,449 | 79,948 | 0.61% | 0.59% | 49 | +132,226 | 14.99% | Q4 2025 | Jan 14, 2026 |
| Freestone Capital Holdings, LLC | History | Added to | 1,001,854 | 78,956 | 2.34% | 2.28% | 50 | +60,455 | 6.42% | Q4 2025 | Jan 23, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 998,970 | 78,728 | 0.48% | 0.48% | 51 | +43,386 | 4.54% | Q4 2025 | Jan 29, 2026 |
| LM Advisors LLC | History | Reduced | 5,886 | 74,684 | 1.34% | 0.85% | 52 | -68,798 | -92.12% | Q4 2025 | Feb 13, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 944,250 | 74,416 | 0.17% | 0.17% | 53 | +29,966 | 3.28% | Q4 2025 | Feb 11, 2026 |
| Martel Wealth Advisors Inc | History | Added to | 884,339 | 69,694 | 11.9% | 11.61% | 54 | +44,415 | 5.29% | Q4 2025 | Jan 21, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 880,727 | 69,410 | 0.22% | 0.22% | 55 | +17,237 | 2.0% | Q4 2025 | Feb 02, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 869,338 | 68,512 | 0.17% | 0.17% | 56 | +60,206 | 7.44% | Q4 2025 | Feb 13, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 851,331 | 67,093 | 0.06% | 0.06% | 57 | +29,781 | 3.62% | Q4 2025 | Feb 13, 2026 |
| HighTower Advisors, LLC | History | Reduced | 845,410 | 66,626 | 0.07% | 0.08% | 58 | -30,541 | -3.49% | Q4 2025 | Feb 06, 2026 |
| Windward Private Wealth Management Inc. | History | Added to | 822,376 | 64,811 | 22.45% | 21.82% | 59 | +20,723 | 2.59% | Q4 2025 | Feb 02, 2026 |
| Integris Wealth Management, LLC | History | Added to | 815,955 | 64,305 | 14.63% | 14.77% | 60 | +46,612 | 6.06% | Q4 2025 | Jan 21, 2026 |
| FIRST MERCHANTS CORP | History | Added to | 809,313 | 63,781 | 2.36% | 2.32% | 61 | +30,804 | 3.96% | Q4 2025 | Jan 12, 2026 |
| VANGUARD GROUP INC | History | Added to | 804,823 | 63,427 | 0.0% | 0.0% | 62 | +74,591 | 10.21% | Q4 2025 | Jan 29, 2026 |
| Nearwater Capital Markets, Ltd | History | New | 800,000 | 63,048 | 1.08% | — | 63 | +800,000 | New | Q4 2025 | Feb 17, 2026 |
| Charter Oak Capital Management, LLC | History | Reduced | 782,173 | 61,643 | 4.7% | 5.93% | 64 | -174,952 | -18.28% | Q4 2025 | Jan 23, 2026 |
| Efficient Advisors, LLC | History | Reduced | 770,620 | 60,732 | 3.55% | 3.74% | 65 | -71,402 | -8.48% | Q4 2025 | Jan 21, 2026 |
| Petersen Hastings Wealth Advisors Inc. | History | New | 749,957 | 59,104 | 5.68% | — | 66 | +749,957 | New | Q4 2025 | Feb 11, 2026 |
| Gemmer Asset Management LLC | History | Added to | 745,271 | 58,734 | 4.52% | 4.56% | 67 | +27,620 | 3.85% | Q4 2025 | Jan 23, 2026 |
| COMERICA BANK | History | Reduced | 737,194 | 58,098 | 0.23% | 0.23% | 68 | -45,795 | -5.85% | Q4 2025 | Jan 29, 2026 |
| US BANCORP \DE\ | History | Reduced | 735,600 | 57,972 | 0.07% | 0.07% | 69 | -2,524 | -0.34% | Q4 2025 | Jan 30, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 722,408 | 56,932 | 0.69% | 0.74% | 70 | -27,448 | -3.66% | Q4 2025 | Jan 21, 2026 |
| TD Capital Management LLC | History | Added to | 707,934 | 55,792 | 4.95% | 5.01% | 71 | +3,004 | 0.43% | Q4 2025 | Feb 26, 2026 |
| Composition Wealth, LLC | History | Added to | 678,547 | 53,476 | 0.77% | 0.69% | 72 | +93,119 | 15.91% | Q4 2025 | Feb 02, 2026 |
| Trajan Wealth LLC | History | Added to | 622,791 | 49,082 | 2.04% | 1.8% | 73 | +94,754 | 17.94% | Q4 2025 | Feb 06, 2026 |
| Symmetry Partners, LLC | History | Added to | 621,906 | 49,012 | 2.9% | 2.89% | 74 | +285,804 | 85.03% | Q4 2025 | Jan 27, 2026 |
| Arbor Investment Advisors, LLC | History | Added to | 614,693 | 48,443 | 6.37% | 6.08% | 75 | +7,296 | 1.2% | Q4 2025 | Jan 23, 2026 |
| Betterment LLC | History | Added to | 614,397 | 48,421 | 0.09% | 0.09% | 76 | +14,008 | 2.33% | Q4 2025 | Feb 12, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 613,389 | 48,341 | 0.65% | 0.51% | 77 | +271,161 | 79.23% | Q4 2025 | Feb 06, 2026 |
| International City Management Association Retirement Corp | History | No change | 599,500 | 47,246 | 23.99% | 24.16% | 78 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Penserra Capital Management LLC | History | Reduced | 589,892 | 46,489 | 0.55% | 0.67% | 79 | -122,882 | -17.24% | Q4 2025 | Feb 12, 2026 |
| Annandale Capital, LLC | History | Reduced | 538,557 | 42,444 | 5.03% | 7.23% | 80 | -120 | -0.02% | Q4 2025 | Feb 12, 2026 |
| Savant Capital, LLC | History | Reduced | 534,617 | 42,133 | 0.24% | 0.45% | 81 | -412,307 | -43.54% | Q4 2025 | Feb 10, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 529,102 | 41,730 | 0.06% | 0.06% | 82 | -9,061 | -1.68% | Q4 2025 | Jan 08, 2026 |
| PRESILIUM PRIVATE WEALTH, LLC | History | Added to | 524,344 | 41,323 | 7.55% | 7.39% | 83 | +31,510 | 6.39% | Q4 2025 | Jan 13, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 520,590 | 41,026 | 0.04% | 0.01% | 84 | +389,557 | 297.3% | Q4 2025 | Feb 17, 2026 |
| TOBIAS FINANCIAL ADVISORS, INC. | History | Added to | 505,694 | 39,853 | 5.63% | 5.86% | 85 | +17,210 | 3.52% | Q4 2025 | Feb 13, 2026 |
| Old Peak Finance LLC | History | New | 481,638 | 37,957 | 23.43% | — | 86 | +481,638 | New | Q4 2025 | Feb 10, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 478,796 | 37,733 | 0.4% | 0.47% | 87 | +85,517 | 21.74% | Q4 2025 | Jan 23, 2026 |
| Human Investing LLC | History | Added to | 469,069 | 36,967 | 5.22% | 5.2% | 88 | +23,009 | 5.16% | Q4 2025 | Jan 27, 2026 |
| Clark Asset Management, LLC | History | Added to | 468,403 | 36,914 | 3.83% | 3.76% | 89 | +58,476 | 14.26% | Q4 2025 | Jan 27, 2026 |
| Greystone Financial Group, LLC | History | Added to | 466,086 | 36,732 | 5.73% | 5.61% | 90 | +7,434 | 1.62% | Q4 2025 | Jan 27, 2026 |
| Partners in Financial Planning | History | Added to | 465,429 | 36,680 | 6.21% | 6.24% | 91 | +8,265 | 1.81% | Q4 2025 | Feb 02, 2026 |
| Baird Financial Group, Inc. | History | Added to | 454,111 | 35,788 | 0.06% | 0.05% | 92 | +52,631 | 13.11% | Q4 2025 | Feb 13, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 447,395 | 35,259 | 0.39% | 0.37% | 93 | +46,273 | 11.54% | Q4 2025 | Feb 06, 2026 |
| Wealthquest Corp | History | Added to | 436,928 | 34,434 | 2.6% | 2.62% | 94 | +20,254 | 4.86% | Q4 2025 | Feb 09, 2026 |
| NewEdge Advisors, LLC | History | Added to | 436,259 | 34,381 | 0.12% | 0.13% | 95 | +63,424 | 17.01% | Q4 2025 | Feb 18, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 424,649 | 33,466 | 0.81% | 0.77% | 96 | +23,443 | 5.84% | Q4 2025 | Feb 13, 2026 |
| BARR E S & CO | History | Reduced | 424,475 | 33,452 | 1.74% | 1.95% | 97 | -32,030 | -7.02% | Q4 2025 | Feb 05, 2026 |
| Mariner, LLC | History | Added to | 423,628 | 33,386 | 0.04% | 0.04% | 98 | +21,275 | 5.29% | Q4 2025 | Feb 13, 2026 |
| Ancora Advisors LLC | History | Added to | 413,303 | 32,572 | 0.67% | 0.62% | 99 | +22,078 | 5.64% | Q4 2025 | Feb 17, 2026 |
| PDS Planning, Inc | History | Reduced | 410,522 | 32,353 | 2.16% | 2.29% | 100 | -8,352 | -1.99% | Q4 2025 | Jan 26, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 408,991 | 32,232 | 0.24% | 0.24% | 101 | +18,326 | 4.69% | Q4 2025 | Feb 12, 2026 |
| Berkshire Money Management, Inc. | History | Reduced | 406,845 | 32,063 | 3.06% | 3.96% | 102 | -80,952 | -16.6% | Q4 2025 | Jan 27, 2026 |
| Voya Financial Advisors, Inc. | History | Added to | 402,519 | 31,738 | 3.05% | 2.94% | 103 | +16,176 | 4.19% | Q4 2025 | Feb 13, 2026 |
| Savvy Advisors, Inc. | History | Added to | 396,445 | 31,243 | 1.01% | 1.42% | 104 | +4,451 | 1.14% | Q4 2025 | Jan 20, 2026 |
| ALPS ADVISORS INC | History | Added to | 389,324 | 30,682 | 0.18% | 0.16% | 105 | +20,335 | 5.51% | Q4 2025 | Feb 12, 2026 |
| Beacon Capital Management, Inc. | History | Reduced | 388,899 | 30,649 | 1.64% | 3.91% | 106 | -648,615 | -62.52% | Q4 2025 | Feb 12, 2026 |
| Blue Trust, Inc. | History | Added to | 388,806 | 30,641 | 0.35% | 0.33% | 107 | +11,533 | 3.06% | Q4 2025 | Jan 16, 2026 |
| BlackRock, Inc. | History | Added to | 372,949 | 29,392 | 0.0% | — | 108 | +372,947 | 18647350.0% | Q4 2025 | Feb 12, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | New | 369,912 | 29,152 | 0.01% | — | 109 | +369,912 | New | Q4 2025 | Feb 02, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | New | 369,691 | 29,135 | 0.1% | — | 110 | +369,691 | New | Q4 2025 | Jan 15, 2026 |
| Avior Wealth Management, LLC | History | Added to | 365,777 | 28,826 | 0.9% | 0.88% | 111 | +17,725 | 5.09% | Q4 2025 | Jan 06, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 363,838 | 28,674 | 0.24% | 0.22% | 112 | +9,786 | 2.76% | Q4 2025 | Jan 05, 2026 |
| Sage Financial Management Group, Inc. | History | Added to | 355,282 | 27,999 | 8.55% | 7.98% | 113 | +38,351 | 12.1% | Q4 2025 | Feb 05, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 347,340 | 27,373 | 1.01% | 1.11% | 114 | -7,572 | -2.13% | Q4 2025 | Feb 06, 2026 |
| Capital Analysts, LLC | History | Reduced | 344,395 | 27,142 | 0.83% | 1.37% | 115 | -249,098 | -41.97% | Q4 2025 | Feb 11, 2026 |
| ASSOCIATED BANC-CORP | History | Reduced | 340,916 | 26,867 | 0.69% | 0.73% | 116 | -9,505 | -2.71% | Q4 2025 | Feb 06, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 332,153 | 26,176 | 0.07% | 0.07% | 117 | +5,779 | 1.77% | Q4 2025 | Feb 17, 2026 |
| Atria Investments, Inc | History | Reduced | 325,828 | 25,678 | 0.29% | 0.32% | 118 | -24,080 | -6.88% | Q4 2025 | Feb 05, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 318,613 | 25,109 | 1.9% | 2.04% | 119 | -1,176 | -0.37% | Q4 2025 | Jan 09, 2026 |
| ASSETMARK, INC | History | Reduced | 304,993 | 24,036 | 0.05% | 0.06% | 120 | -39,272 | -11.41% | Q4 2025 | Jan 23, 2026 |
| BANK OF NOVA SCOTIA | History | Added to | 302,800 | 23,863 | 0.04% | 0.03% | 121 | +52,800 | 21.12% | Q4 2025 | Feb 13, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Reduced | 296,970 | 23,404 | 0.31% | 0.32% | 122 | -11,898 | -3.85% | Q4 2025 | Jan 22, 2026 |
| LIGHTHOUSE FINANCIAL SERVICES INC /ADV | History | New | 295,809 | 23,312 | 5.36% | — | 123 | +295,809 | New | Q4 2025 | Feb 03, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 295,690 | 23,303 | 0.01% | 0.01% | 124 | +131,276 | 79.84% | Q4 2025 | Feb 10, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | Added to | 295,174 | 23,262 | 2.47% | 2.43% | 125 | +17,242 | 6.2% | Q4 2025 | Jan 09, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 291,664 | 22,985 | 0.02% | — | 126 | +291,664 | New | Q4 2025 | Feb 13, 2026 |
| Compass Planning Associates Inc | History | Added to | 288,726 | 22,754 | 15.76% | 12.04% | 127 | +122,291 | 73.48% | Q4 2025 | Jan 22, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 285,929 | 22,534 | 0.01% | 0.01% | 128 | +33,898 | 13.45% | Q4 2025 | Feb 17, 2026 |
| BetterWealth, LLC | History | Added to | 274,869 | 21,662 | 4.94% | 4.89% | 129 | +14,423 | 5.54% | Q4 2025 | Jan 15, 2026 |
| KWMG, LLC | History | Added to | 271,845 | 21,424 | 1.85% | 1.66% | 130 | +32,211 | 13.44% | Q4 2025 | Jan 16, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 271,437 | 21,391 | 0.12% | 0.11% | 131 | +18,833 | 7.46% | Q4 2025 | Feb 12, 2026 |
| Private Advisor Group, LLC | History | Added to | 268,494 | 21,160 | 0.1% | 0.07% | 132 | +83,583 | 45.2% | Q4 2025 | Feb 17, 2026 |
| Lutz Financial Services LLC | History | Added to | 268,024 | 21,122 | 1.44% | 1.45% | 133 | +13,512 | 5.31% | Q4 2025 | Feb 06, 2026 |
| Kelman-Lazarov, Inc. | History | Added to | 266,401 | 20,995 | 3.0% | 2.98% | 134 | +12,009 | 4.72% | Q4 2025 | Jan 26, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 263,298 | 20,750 | 0.25% | 0.64% | 135 | -454,485 | -63.32% | Q4 2025 | Feb 11, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 254,686 | 20,071 | 0.97% | 0.04% | 136 | +247,150 | 3279.59% | Q4 2025 | Feb 12, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 251,803 | 19,844 | 0.22% | 0.31% | 137 | -19,347 | -7.14% | Q4 2025 | Feb 03, 2026 |
| XML Financial, LLC | History | Reduced | 250,935 | 19,776 | 1.61% | 1.63% | 138 | -3,483 | -1.37% | Q4 2025 | Feb 11, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 248,338 | 19,571 | 1.46% | 1.4% | 139 | +19,113 | 8.34% | Q4 2025 | Feb 13, 2026 |
| Trellis Wealth Advisors LLC | History | Added to | 248,149 | 19,556 | 7.65% | 6.5% | 140 | +45,692 | 22.57% | Q4 2025 | Jan 26, 2026 |
| Modera Wealth Management, LLC | History | Added to | 247,525 | 19,507 | 0.23% | 0.21% | 141 | +14,116 | 6.05% | Q4 2025 | Jan 21, 2026 |
| Wealth Dimensions Group, Ltd. | History | Added to | 246,853 | 19,454 | 3.86% | 3.94% | 142 | +4,091 | 1.69% | Q4 2025 | Feb 13, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 240,266 | 18,935 | 0.33% | 0.31% | 143 | +19,688 | 8.93% | Q4 2025 | Jan 22, 2026 |
| McAdam, LLC | History | Added to | 239,682 | 18,889 | 0.86% | 0.83% | 144 | +27,018 | 12.7% | Q4 2025 | Feb 13, 2026 |
| MilWealth Group LLC | History | Added to | 236,872 | 18,667 | 4.44% | 4.39% | 145 | +8,836 | 3.87% | Q4 2025 | Feb 02, 2026 |
| Brewster Financial Planning LLC | History | Added to | 236,460 | 18,635 | 11.45% | 11.45% | 146 | +5,746 | 2.49% | Q4 2025 | Jan 14, 2026 |
| Evolution Advisers, Inc. | History | Added to | 233,077 | 18,368 | 7.95% | 7.89% | 147 | +11,098 | 5.0% | Q4 2025 | Jan 23, 2026 |
| Stephenson & Company, Inc. | History | Added to | 232,262 | 18,304 | 10.05% | 9.68% | 148 | +18,700 | 8.76% | Q4 2025 | Jan 27, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 232,190 | 18,298 | 0.01% | 0.01% | 149 | +19,956 | 9.4% | Q4 2025 | Feb 12, 2026 |
| Fort Henry Capital, LLC | History | Added to | 231,139 | 18,216 | 11.16% | 11.19% | 150 | +7,958 | 3.57% | Q4 2025 | Jan 23, 2026 |
| NWAM LLC | History | Added to | 231,011 | 18,206 | 1.02% | 0.9% | 151 | +20,410 | 9.69% | Q4 2025 | Feb 04, 2026 |
| HTG Investment Advisors, Inc. | History | Added to | 227,396 | 17,921 | 5.51% | 5.67% | 152 | +13,982 | 6.55% | Q4 2025 | Feb 02, 2026 |
| Wiser Wealth Management, Inc | History | Added to | 227,356 | 17,917 | 3.98% | 3.95% | 153 | +8,296 | 3.79% | Q4 2025 | Jan 12, 2026 |
| CITIGROUP INC | History | Reduced | 226,842 | 17,877 | 0.01% | 0.02% | 154 | -374,703 | -62.29% | Q4 2025 | Feb 13, 2026 |
| Financial Engines Advisors L.L.C. | History | Added to | 223,119 | 17,584 | 0.03% | 0.03% | 155 | +13,964 | 6.68% | Q4 2025 | Feb 12, 2026 |
| M&T BANK CORP | History | Reduced | 222,428 | 17,529 | 0.06% | 0.06% | 156 | -396 | -0.18% | Q4 2025 | Jan 30, 2026 |
| Alaska Wealth Advisors, LLC | History | Added to | 220,019 | 17,339 | 2.21% | 2.19% | 157 | +7,587 | 3.57% | Q4 2025 | Feb 13, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 218,318 | 17,205 | 0.17% | 0.19% | 158 | -12,834 | -5.55% | Q4 2025 | Feb 13, 2026 |
| CLUNE & ASSOCIATES, LTD. | History | Added to | 217,669 | 17,154 | 3.7% | 3.62% | 159 | +34,347 | 18.74% | Q4 2025 | Feb 09, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 216,461 | 17,059 | 0.36% | 0.38% | 160 | +2,097 | 0.98% | Q4 2025 | Feb 05, 2026 |
| PLANNING DIRECTIONS INC | History | Added to | 212,543 | 16,750 | 8.44% | 7.94% | 161 | +19,669 | 10.2% | Q4 2025 | Jan 21, 2026 |
| Silver Oak Advisory Group, Inc. | History | Added to | 210,150 | 16,561 | 7.49% | 7.46% | 162 | +1,205 | 0.58% | Q4 2025 | Feb 03, 2026 |
| FIRST HORIZON CORP | History | Added to | 210,044 | 16,553 | 0.74% | 0.77% | 163 | +2,033 | 0.98% | Q4 2025 | Jan 27, 2026 |
| Tillman Hartley LLC | History | Added to | 209,996 | 16,549 | 4.15% | 4.08% | 164 | +10,021 | 5.01% | Q4 2025 | Feb 13, 2026 |
| Level Financial Advisors | History | Added to | 209,820 | 16,535 | 4.37% | 4.39% | 165 | +12,587 | 6.38% | Q4 2025 | Jan 26, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 207,158 | 16,326 | 0.07% | 0.08% | 166 | -23,357 | -10.13% | Q4 2025 | Feb 13, 2026 |
| CITADEL ADVISORS LLC | History | New | 205,642 | 16,206 | 0.0% | — | 167 | +205,642 | New | Q4 2025 | Feb 17, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 200,894 | 15,832 | 0.01% | 0.01% | 168 | +11,652 | 6.16% | Q4 2025 | Feb 06, 2026 |
| Mustard Seed Financial, LLC | History | Added to | 200,892 | 15,832 | 9.95% | 9.96% | 169 | +4,587 | 2.34% | Q4 2025 | Jan 23, 2026 |
| Your Advocates Ltd., LLP | History | Added to | 200,764 | 15,822 | 5.16% | 5.04% | 170 | +10,206 | 5.36% | Q4 2025 | Feb 02, 2026 |
| Safir Wealth Advisors, LLC | History | Added to | 198,388 | 15,634 | 10.96% | 10.67% | 171 | +6,909 | 3.61% | Q4 2025 | Jan 06, 2026 |
| eCIO, Inc. | History | Added to | 193,008 | 15,210 | 7.08% | 5.22% | 172 | +15,630 | 8.81% | Q4 2025 | Jan 20, 2026 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | History | Added to | 186,624 | 14,707 | 0.23% | 0.09% | 173 | +126,731 | 211.6% | Q4 2025 | Feb 17, 2026 |
| Brookstone Capital Management | History | Reduced | 185,492 | 14,618 | 0.17% | 0.18% | 174 | -402 | -0.22% | Q4 2025 | Jan 15, 2026 |
| SouthState Bank Corp | History | Reduced | 180,586 | 14,231 | 0.64% | 0.71% | 175 | -14,053 | -7.22% | Q4 2025 | Feb 11, 2026 |
| Austin Asset Management Co Inc | History | Reduced | 175,964 | 13,867 | 2.28% | 2.63% | 176 | -6,771 | -3.71% | Q4 2025 | Feb 04, 2026 |
| Alaska Permanent Capital Management, LLC | History | Added to | 172,491 | 13,587 | 1.03% | 0.97% | 177 | +4,955 | 2.96% | Q4 2025 | Feb 13, 2026 |
| Eaton-Cambridge Inc. | History | Added to | 170,491 | 13,436 | 4.41% | 4.66% | 178 | +687 | 0.4% | Q4 2025 | Feb 13, 2026 |
| Bay Harbor Wealth Management, LLC | History | Reduced | 169,561 | 13,363 | 3.49% | 3.65% | 179 | -1,724 | -1.01% | Q4 2025 | Feb 02, 2026 |
| REDW Wealth LLC | History | Added to | 167,017 | 13,162 | 5.02% | 4.75% | 180 | +7,631 | 4.79% | Q4 2025 | Jan 28, 2026 |
| CHOREO, LLC | History | Reduced | 166,710 | 13,146 | 0.17% | 0.17% | 181 | -1,150 | -0.69% | Q4 2025 | Jan 23, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 165,954 | 13,078 | 0.15% | 0.21% | 182 | +9,353 | 5.97% | Q4 2025 | Jan 29, 2026 |
| Frankly Finances, LLC | History | New | 165,782 | 13,065 | 11.34% | — | 183 | +165,782 | New | Q4 2025 | Jan 26, 2026 |
| SigFig Wealth Management, LLC | History | Added to | 165,762 | 13,063 | 0.39% | 0.39% | 184 | +7,563 | 4.78% | Q4 2025 | Jan 16, 2026 |
| Focus Financial Network, Inc. | History | Added to | 164,481 | 12,962 | 0.45% | 0.44% | 185 | +7,383 | 4.7% | Q4 2025 | Jan 12, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Added to | 163,786 | 12,907 | 0.36% | 0.36% | 186 | +1,200 | 0.74% | Q4 2025 | Feb 03, 2026 |
| Aznar Financial Advisors, LLC | History | New | 163,758 | 12,905 | 12.4% | — | 187 | +163,758 | New | Q4 2025 | Feb 19, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | Added to | 162,416 | 12,799 | 6.04% | 6.08% | 188 | +2,258 | 1.41% | Q4 2025 | Feb 13, 2026 |
| Vawter Financial, Ltd. | History | Added to | 161,761 | 12,748 | 5.38% | 5.4% | 189 | +11,053 | 7.33% | Q4 2025 | Feb 02, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 161,308 | 12,712 | 0.76% | 0.68% | 190 | +13,122 | 8.86% | Q4 2025 | Jan 20, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 160,567 | 12,654 | 0.02% | 0.02% | 191 | +15,996 | 11.06% | Q4 2025 | Feb 10, 2026 |
| RFG Advisory, LLC | History | Added to | 160,442 | 12,644 | 0.24% | 0.24% | 192 | +11,761 | 7.91% | Q4 2025 | Feb 03, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 159,778 | 12,592 | 0.52% | 0.51% | 193 | +6,784 | 4.43% | Q4 2025 | Feb 09, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 158,599 | 12,499 | 0.16% | 0.15% | 194 | +13,345 | 9.19% | Q4 2025 | Jan 29, 2026 |
| MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC | History | Reduced | 156,684 | 12,348 | 2.0% | 1.99% | 195 | -4,175 | -2.6% | Q4 2025 | Jan 29, 2026 |
| Disciplina Capital Management LLC | History | Added to | 156,205 | 12,310 | 1.41% | 1.44% | 196 | +6,537 | 4.37% | Q4 2025 | Feb 11, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | Added to | 153,799 | 12,120 | 8.29% | 7.92% | 197 | +15,678 | 11.35% | Q4 2025 | Jan 27, 2026 |
| Arax Advisory Partners | History | New | 153,501 | 12,097 | 0.35% | — | 198 | +153,501 | New | Q4 2025 | Feb 13, 2026 |
| Stone Summit Wealth LLC | History | Added to | 152,511 | 12,019 | 3.26% | 2.9% | 199 | +22,891 | 17.66% | Q4 2025 | Jan 27, 2026 |
| AMES NATIONAL CORP | History | Added to | 150,086 | 11,828 | 6.92% | 6.75% | 200 | +5,939 | 4.12% | Q4 2025 | Feb 13, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 149,164 | 11,755 | 0.05% | 0.05% | 201 | +614 | 0.41% | Q4 2025 | Feb 12, 2026 |
| EAGLE ROCK INVESTMENT COMPANY, LLC | History | Added to | 148,925 | 11,736 | 1.66% | 1.72% | 202 | +195 | 0.13% | Q4 2025 | Jan 14, 2026 |
| UNITED SERVICES AUTOMOBILE ASSOCIATION | History | No change | 143,018 | 11,271 | 0.71% | 0.79% | 203 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Added to | 142,762 | 11,251 | 1.23% | 1.28% | 204 | +26 | 0.02% | Q4 2025 | Feb 18, 2026 |
| RESOLUTE CAPITAL, LLC | History | New | 141,695 | 11,166 | 4.67% | — | 205 | +141,695 | New | Q4 2025 | Feb 10, 2026 |
| Sovereign Financial Group, Inc. | History | Added to | 141,508 | 11,152 | 1.92% | 2.0% | 206 | +6,199 | 4.58% | Q4 2025 | Jan 07, 2026 |
| Cornerstone Investment Partners, LLC | History | Reduced | 140,190 | 11,048 | 0.43% | 0.47% | 207 | -1,903 | -1.34% | Q4 2025 | Jan 29, 2026 |
| Parker Financial LLC | History | Added to | 139,999 | 11,031 | 4.47% | 4.46% | 208 | +2,038 | 1.48% | Q4 2025 | Feb 03, 2026 |
| Mutual Advisors, LLC | History | Added to | 139,776 | 11,015 | 0.24% | 0.23% | 209 | +5,079 | 3.77% | Q4 2025 | Feb 02, 2026 |
| Sand Hill Global Advisors, LLC | History | Added to | 139,595 | 11,001 | 0.38% | 0.38% | 210 | +2,861 | 2.09% | Q4 2025 | Feb 12, 2026 |
| Adaptive Financial Consulting, LLC | History | Added to | 139,498 | 10,993 | 4.28% | 4.34% | 211 | +1,838 | 1.34% | Q4 2025 | Feb 11, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 138,995 | 10,961 | 0.42% | 0.22% | 212 | +94,036 | 209.16% | Q4 2025 | Feb 13, 2026 |
| CGN Advisors LLC | History | Added to | 138,847 | 10,942 | 0.87% | 0.83% | 213 | +10,322 | 8.03% | Q4 2025 | Jan 05, 2026 |
| Tribridge Partners Financial LLC | History | Added to | 137,778 | 10,858 | 4.55% | 4.43% | 214 | +15,316 | 12.51% | Q4 2025 | Jan 26, 2026 |
| Oath Planning, LLC | History | New | 137,769 | 10,857 | 10.71% | — | 215 | +137,769 | New | Q4 2025 | Feb 12, 2026 |
| Fidato Wealth LLC | History | Added to | 137,686 | 10,851 | 6.93% | 6.74% | 216 | +7,721 | 5.94% | Q4 2025 | Feb 13, 2026 |
| Torrey-Payne Wealth Management, LLC | History | New | 137,536 | 10,840 | 9.71% | — | 217 | +137,536 | New | Q4 2025 | Feb 19, 2026 |
| Exeter Financial, LLC | History | Added to | 137,373 | 10,826 | 4.6% | 4.46% | 218 | +6,448 | 4.92% | Q4 2025 | Jan 07, 2026 |
| Columbia River Financial Group, LLC | History | Added to | 136,054 | 10,722 | 6.58% | 5.85% | 219 | +15,707 | 13.05% | Q4 2025 | Feb 12, 2026 |
| Crews Bank & Trust | History | Added to | 135,073 | 10,645 | 1.52% | 1.43% | 220 | +10,985 | 8.85% | Q4 2025 | Jan 21, 2026 |
| HEADINVEST, LLC | History | Added to | 135,029 | 10,641 | 2.12% | 2.14% | 221 | +3,967 | 3.03% | Q4 2025 | Feb 02, 2026 |
| IFG Advisors, LLC | History | Added to | 134,585 | 10,606 | 1.77% | 1.71% | 222 | +1,505 | 1.13% | Q4 2025 | Jan 13, 2026 |
| VestGen Advisors, LLC | History | Added to | 132,612 | 10,451 | 0.44% | 0.12% | 223 | +85,218 | 179.81% | Q4 2025 | Feb 17, 2026 |
| City State Bank | History | Added to | 130,664 | 10,297 | 2.82% | 2.86% | 224 | +5,337 | 4.26% | Q4 2025 | Jan 28, 2026 |
| Cherry Tree Wealth Management, LLC | History | Added to | 129,556 | 10,210 | 2.16% | 2.08% | 225 | +9,685 | 8.08% | Q4 2025 | Feb 10, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 127,507 | 10,049 | 0.19% | 0.13% | 226 | +42,981 | 50.85% | Q4 2025 | Feb 12, 2026 |
| FIRST AMERICAN TRUST, FSB | History | Added to | 126,919 | 10,002 | 0.69% | 0.72% | 227 | +851 | 0.68% | Q4 2025 | Feb 11, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 126,550 | 9,973 | 0.05% | 0.04% | 228 | +27,850 | 28.22% | Q4 2025 | Jan 29, 2026 |
| Man Group plc | History | Reduced | 125,973 | 9,927 | 0.02% | 0.02% | 229 | -1,976 | -1.54% | Q4 2025 | Feb 17, 2026 |
| AE Wealth Management LLC | History | Added to | 123,943 | 9,768 | 0.06% | 0.06% | 230 | +8,058 | 6.95% | Q4 2025 | Jan 26, 2026 |
| Discipline Wealth Solutions, LLC | History | Added to | 123,922 | 9,766 | 1.81% | 0.79% | 231 | +86,074 | 227.42% | Q4 2025 | Jan 26, 2026 |
| Zeit Capital LLC | History | Reduced | 122,722 | 9,671 | 6.53% | 6.6% | 232 | -409 | -0.33% | Q4 2025 | Jan 26, 2026 |
| Diversified Portfolios, Inc. | History | Reduced | 121,245 | 9,555 | 0.8% | 0.97% | 233 | -17,594 | -12.67% | Q4 2025 | Feb 09, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 121,222 | 9,553 | 0.08% | 0.1% | 234 | -118,620 | -49.46% | Q4 2025 | Feb 13, 2026 |
| VCI Wealth Management LLC | History | Added to | 121,156 | 9,548 | 2.65% | 2.6% | 235 | +12,544 | 11.55% | Q4 2025 | Jan 27, 2026 |
| Aspire Private Capital, LLC | History | Added to | 118,979 | 9,376 | 2.09% | 1.98% | 236 | +4,439 | 3.88% | Q4 2025 | Jan 16, 2026 |
| White Lighthouse Investment Management Inc. | History | Added to | 117,508 | 9,260 | 1.29% | 1.38% | 237 | +3,162 | 2.77% | Q4 2025 | Feb 09, 2026 |
| Advisory Services Network, LLC | History | Reduced | 116,895 | 9,212 | 0.13% | 0.17% | 238 | -29,927 | -20.38% | Q4 2025 | Feb 17, 2026 |
| Hopwood Financial Services, Inc. | History | Added to | 115,302 | 9,086 | 6.4% | 5.69% | 239 | +7,345 | 6.8% | Q4 2025 | Jan 16, 2026 |
| DiPaolo Financial Group, Inc. | History | New | 112,958 | 8,902 | 9.48% | — | 240 | +112,958 | New | Q4 2025 | Feb 24, 2026 |
| RF&L WEALTH MANAGEMENT, LLC | History | Added to | 110,905 | 8,740 | 4.9% | 4.92% | 241 | +4,745 | 4.47% | Q4 2025 | Jan 09, 2026 |
| BROWN ADVISORY INC | History | Added to | 110,320 | 8,694 | 0.01% | 0.01% | 242 | +649 | 0.59% | Q4 2025 | Feb 13, 2026 |
| Forza Wealth Management, LLC | History | Added to | 109,618 | 8,638 | 3.12% | 2.73% | 243 | +19,355 | 21.44% | Q4 2025 | Feb 02, 2026 |
| Arcadia Wealth Management, LLC | History | Added to | 109,188 | 8,605 | 3.2% | 3.38% | 244 | +1,080 | 1.0% | Q4 2025 | Feb 03, 2026 |
| Bleakley Financial Group, LLC | History | Reduced | 109,033 | 8,592 | 0.15% | 0.21% | 245 | -4,264 | -3.76% | Q4 2025 | Feb 09, 2026 |
| Investment Planning Advisors, Inc. | History | Added to | 107,915 | 8,504 | 2.48% | 2.51% | 246 | +6,852 | 6.78% | Q4 2025 | Jan 20, 2026 |
| Precision Wealth Strategies, LLC | History | Reduced | 106,925 | 8,426 | 2.73% | 3.39% | 247 | -25,471 | -19.24% | Q4 2025 | Jan 30, 2026 |
| Bull Street Advisors, LLC | History | Added to | 106,847 | 8,421 | 3.91% | 3.92% | 248 | +500 | 0.47% | Q4 2025 | Jan 28, 2026 |
| TFC Financial Management, Inc. | History | Added to | 106,307 | 8,378 | 1.05% | 1.04% | 249 | +3,170 | 3.07% | Q4 2025 | Jan 23, 2026 |
| Clarity Capital Advisors, LLC | History | Added to | 105,583 | 8,321 | 4.16% | 4.2% | 250 | +7,927 | 8.12% | Q4 2025 | Feb 11, 2026 |
| IHT Wealth Management, LLC | History | Added to | 105,432 | 8,309 | 0.2% | 0.2% | 251 | +3,139 | 3.07% | Q4 2025 | Feb 17, 2026 |
| Estate Counselors, LLC | History | Added to | 105,311 | 8,299 | 0.69% | 0.67% | 252 | +6,765 | 6.86% | Q4 2025 | Feb 02, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Added to | 102,506 | 8,078 | 0.52% | 0.51% | 253 | +3,611 | 3.65% | Q4 2025 | Jan 26, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 100,735 | 7,938 | 0.11% | 0.13% | 254 | -30,276 | -23.11% | Q4 2025 | Feb 02, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 100,305 | 7,905 | 0.12% | 0.1% | 255 | +25,449 | 34.0% | Q4 2025 | Jan 13, 2026 |
| Successful Portfolios LLC | History | Added to | 99,253 | 7,820 | 3.98% | 3.59% | 256 | +21,366 | 27.43% | Q4 2025 | Jan 23, 2026 |
| COMMERCE BANK | History | Reduced | 98,747 | 7,782 | 0.04% | 0.05% | 257 | -8,766 | -8.15% | Q4 2025 | Feb 13, 2026 |
| OneAscent Financial Services LLC | History | Added to | 98,452 | 7,759 | 0.71% | 0.08% | 258 | +89,695 | 1024.27% | Q4 2025 | Feb 11, 2026 |
| Foundation Wealth Management, LLC\PA | History | Reduced | 98,206 | 7,739 | 2.81% | 3.03% | 259 | -816 | -0.82% | Q4 2025 | Jan 15, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | Added to | 97,657 | 7,696 | 2.7% | 2.52% | 260 | +9,083 | 10.25% | Q4 2025 | Feb 09, 2026 |
| CWM, LLC | History | Added to | 97,655 | 7,696 | 0.02% | 0.02% | 261 | +2,301 | 2.41% | Q4 2025 | Jan 26, 2026 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | History | Added to | 96,553 | 7,609 | 1.0% | 0.85% | 262 | +14,078 | 17.07% | Q4 2025 | Feb 10, 2026 |
| Essential Planning, LLC. | History | Added to | 95,869 | 7,555 | 2.41% | 2.48% | 263 | +4,735 | 5.2% | Q4 2025 | Jan 15, 2026 |
| Prudent Man Advisors, LLC | History | Added to | 95,768 | 7,547 | 2.75% | 2.54% | 264 | +8,325 | 9.52% | Q4 2025 | Feb 11, 2026 |
| CULBERTSON A N & CO INC | History | Reduced | 95,558 | 7,530 | 1.03% | 1.11% | 265 | -4,173 | -4.18% | Q4 2025 | Jan 21, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 95,379 | 7,516 | 0.01% | 0.01% | 266 | +29,060 | 43.82% | Q4 2025 | Mar 16, 2026 |
| Waterloo Capital, L.P. | History | Added to | 94,807 | 7,471 | 0.54% | 0.55% | 267 | +1,630 | 1.75% | Q4 2025 | Feb 10, 2026 |
| Lynch Investment Planning, LLC | History | New | 94,622 | 7,457 | 7.14% | — | 268 | +94,622 | New | Q4 2025 | Feb 24, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 94,546 | 7,451 | 0.24% | 0.23% | 269 | -4,497 | -4.54% | Q4 2025 | Jan 09, 2026 |
| Fortis Advisors, LLC | History | Added to | 91,530 | 7,213 | 3.91% | 4.02% | 270 | +1,046 | 1.16% | Q4 2025 | Feb 10, 2026 |
| Uptown Financial Advisors LLC | History | Added to | 90,876 | 7,161 | 5.13% | 5.28% | 271 | +9,614 | 11.83% | Q4 2025 | Jan 23, 2026 |
| Cornerstone Financial Group, LLC /NE/ | History | Added to | 90,047 | 7,096 | 4.95% | 2.07% | 272 | +56,087 | 165.16% | Q4 2025 | Feb 11, 2026 |
| Echo45 Advisors LLC | History | Reduced | 89,936 | 7,087 | 4.04% | 7.08% | 273 | -63,214 | -41.28% | Q4 2025 | Feb 06, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 89,856 | 7,081 | 0.11% | 0.11% | 274 | +6,131 | 7.32% | Q4 2025 | Feb 12, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | Added to | 88,844 | 7,001 | 2.26% | 0.23% | 275 | +70,863 | 394.1% | Q4 2025 | Jan 27, 2026 |
| Houlihan Financial Resource Group, Ltd. | History | Added to | 88,037 | 6,942 | 2.64% | 3.04% | 276 | +44,231 | 100.97% | Q4 2025 | Feb 10, 2026 |
| WBH ADVISORY INC | History | Reduced | 88,012 | 6,936 | 0.51% | 0.56% | 277 | -4,496 | -4.86% | Q4 2025 | Jan 26, 2026 |
| Rathbones Group PLC | History | Added to | 86,802 | 6,840 | 0.03% | 0.03% | 278 | +4,324 | 5.24% | Q4 2025 | Feb 06, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 86,459 | 6,816 | 0.01% | 0.01% | 279 | +32,795 | 61.11% | Q4 2025 | Feb 05, 2026 |
| Regal Investment Advisors LLC | History | Added to | 86,276 | 6,799 | 0.41% | 0.44% | 280 | +534 | 0.62% | Q4 2025 | Feb 17, 2026 |
| Ellevest, Inc. | History | Added to | 86,017 | 6,779 | 0.94% | 0.93% | 281 | +3,143 | 3.79% | Q4 2025 | Feb 10, 2026 |
| Pines Wealth Management, LLC | History | Added to | 85,956 | 6,774 | 2.19% | 2.22% | 282 | +2,492 | 2.99% | Q4 2025 | Feb 02, 2026 |
| Parallel Advisors, LLC | History | Reduced | 85,918 | 6,771 | 0.12% | 0.13% | 283 | -1,142 | -1.31% | Q4 2025 | Feb 11, 2026 |
| INVESTMENT PARTNERS, LTD. | History | Added to | 84,871 | 6,688 | 2.34% | 2.14% | 284 | +7,663 | 9.93% | Q4 2025 | Feb 10, 2026 |
| Central Pacific Bank - Trust Division | History | Reduced | 84,724 | 6,677 | 0.82% | 0.85% | 285 | -3,809 | -4.3% | Q4 2025 | Jan 07, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 138,648 | 6,665 | 0.16% | 0.2% | 286 | +8,416 | 6.46% | Q4 2025 | Feb 11, 2026 |
| Sunesis Advisors, LLC | History | Added to | 84,462 | 6,656 | 3.01% | 3.02% | 287 | +2,560 | 3.13% | Q4 2025 | Feb 02, 2026 |
| Main Street Financial Solutions, LLC | History | Added to | 84,080 | 6,626 | 0.5% | 0.18% | 288 | +48,640 | 137.25% | Q4 2025 | Feb 17, 2026 |
| Bath Savings Trust Co | History | Added to | 82,904 | 6,533 | 0.65% | 0.54% | 289 | +13,841 | 20.04% | Q4 2025 | Jan 12, 2026 |
| Merit Financial Group, LLC | History | Reduced | 81,943 | 6,457 | 0.05% | 0.06% | 290 | -1,080 | -1.3% | Q4 2025 | Jan 26, 2026 |
| BLUESTEM FINANCIAL ADVISORS, LLC | History | Reduced | 81,722 | 6,440 | 2.49% | 2.53% | 291 | -222 | -0.27% | Q4 2025 | Jan 21, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Reduced | 81,066 | 6,388 | 0.5% | 0.53% | 292 | -2,351 | -2.82% | Q4 2025 | Jan 23, 2026 |
| Slow Capital, Inc. | History | Added to | 81,021 | 6,385 | 0.76% | 0.61% | 293 | +15,476 | 23.61% | Q4 2025 | Jan 26, 2026 |
| PCG ASSET MANAGEMENT, LLC | History | Added to | 78,500 | 6,265 | 5.0% | 4.91% | 294 | +946 | 1.22% | Q4 2025 | Feb 12, 2026 |
| SFAM, LLC | History | New | 78,741 | 6,205 | 5.67% | — | 295 | +78,741 | New | Q4 2025 | Feb 12, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Added to | 78,645 | 6,198 | 0.39% | 0.4% | 296 | +271 | 0.35% | Q4 2025 | Jan 23, 2026 |
| Arcataur Capital Management LLC | History | Reduced | 78,120 | 6,156 | 1.76% | 1.83% | 297 | -993 | -1.26% | Q4 2025 | Jan 27, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 77,457 | 6,104 | 0.12% | 0.13% | 298 | +4,292 | 5.87% | Q4 2025 | Feb 09, 2026 |
| Compass Financial Group, Inc. (Ohio) | History | New | 77,361 | 6,096 | 4.46% | — | 299 | +77,361 | New | Q4 2025 | Mar 04, 2026 |
| Elevated Capital Advisors, LLC | History | Reduced | 77,306 | 6,092 | 1.42% | 1.56% | 300 | -2,355 | -2.96% | Q4 2025 | Jan 27, 2026 |
| BANK OF HAWAII | History | Added to | 77,285 | 6,090 | 0.3% | 0.29% | 301 | +3,423 | 4.63% | Q4 2025 | Mar 03, 2026 |
| Kathmere Capital Management, LLC | History | Added to | 76,840 | 6,055 | 0.41% | 0.39% | 302 | +7,107 | 10.19% | Q4 2025 | Jan 13, 2026 |
| Financial Plan, Inc. | History | New | 76,734 | 6,047 | 0.69% | — | 303 | +76,734 | New | Q4 2025 | Jan 28, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 74,564 | 5,876 | 0.12% | 0.14% | 304 | -2,229 | -2.9% | Q4 2025 | Feb 03, 2026 |
| Cranbrook Wealth Management, LLC | History | Reduced | 74,073 | 5,837 | 1.15% | 1.2% | 305 | -1,783 | -2.35% | Q4 2025 | Jan 28, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 73,810 | 5,816 | 0.04% | 0.04% | 306 | +4,250 | 6.11% | Q4 2025 | Feb 12, 2026 |
| MARQUETTE ASSOCIATES, INC. | History | No change | 73,690 | 5,807 | 7.44% | 6.99% | 307 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Compound Planning, Inc. | History | Reduced | 73,608 | 5,801 | 0.17% | 0.2% | 308 | -6,527 | -8.15% | Q4 2025 | Feb 19, 2026 |
| Darrow Company, Inc. | History | Added to | 73,410 | 5,785 | 2.6% | 2.63% | 309 | +1,859 | 2.6% | Q4 2025 | Jan 27, 2026 |
| Prosperity Consulting Group, LLC | History | Added to | 73,188 | 5,767 | 0.26% | 0.26% | 310 | +6,566 | 9.86% | Q4 2025 | Feb 17, 2026 |
| Harbour Trust & Investment Management Co | History | Added to | 72,554 | 5,717 | 0.58% | 0.58% | 311 | +888 | 1.24% | Q4 2025 | Jan 28, 2026 |
| BancFirst Trust & Investment Management | History | Added to | 72,345 | 5,705 | 2.35% | 2.17% | 312 | +156 | 0.22% | Q4 2025 | Jan 05, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 72,164 | 5,687 | 0.21% | 0.02% | 313 | +69,033 | 2204.82% | Q4 2025 | Feb 04, 2026 |
| IFG Advisory, LLC | History | Added to | 71,398 | 5,626 | 0.25% | 0.25% | 314 | +2,176 | 3.14% | Q4 2025 | Feb 10, 2026 |
| Pacific Park Financial, Inc. | History | New | 70,967 | 5,592 | 3.49% | — | 315 | +70,967 | New | Q4 2025 | Jan 30, 2026 |
| Retirement Wealth Solutions LLC | History | Added to | 70,577 | 5,562 | 3.51% | 3.56% | 316 | +1,871 | 2.72% | Q4 2025 | Jan 07, 2026 |
| KANAWHA CAPITAL MANAGEMENT LLC | History | Added to | 70,500 | 5,556 | 0.38% | 0.38% | 317 | +559 | 0.8% | Q4 2025 | Jan 28, 2026 |
| Prosperity Planning, Inc. | History | Added to | 69,941 | 5,512 | 1.44% | 1.48% | 318 | +318 | 0.46% | Q4 2025 | Jan 14, 2026 |
| Belleair Asset Management, LLC | History | New | 69,676 | 5,491 | 5.23% | — | 319 | +69,676 | New | Q4 2025 | Jan 30, 2026 |
| Bull Oak Capital, LLC | History | Added to | 69,044 | 5,441 | 2.22% | 2.2% | 320 | +3,439 | 5.24% | Q4 2025 | Feb 02, 2026 |
| Arrowroot Family Office, LLC | History | Added to | 68,032 | 5,361 | 1.95% | 2.07% | 321 | +2,357 | 3.59% | Q4 2025 | Feb 11, 2026 |
| Manuka Financial, LLC | History | Reduced | 67,547 | 5,323 | 3.3% | 3.6% | 322 | -5,846 | -7.97% | Q4 2025 | Jan 28, 2026 |
| Integrity Investment Advisors, LLC | History | Added to | 66,792 | 5,263 | 2.9% | 3.35% | 323 | +2,729 | 4.26% | Q4 2025 | Feb 13, 2026 |
| OMNI 360 Wealth, Inc. | History | Added to | 66,210 | 5,221 | 2.67% | 2.78% | 324 | +3,371 | 5.36% | Q4 2025 | Jan 29, 2026 |
| Consilium Wealth Advisory, LLC | History | Added to | 65,985 | 5,200 | 1.92% | 1.91% | 325 | +3,184 | 5.07% | Q4 2025 | Jan 26, 2026 |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | History | Reduced | 64,944 | 5,118 | 1.11% | 1.16% | 326 | -2,020 | -3.02% | Q4 2025 | Jan 26, 2026 |
| Beaird Harris Wealth Management, LLC | History | Added to | 64,681 | 5,097 | 0.35% | 0.36% | 327 | +183 | 0.28% | Q4 2025 | Feb 23, 2026 |
| Integrated Advisors Network LLC | History | Added to | 64,316 | 5,068 | 0.22% | 0.21% | 328 | +966 | 1.52% | Q4 2025 | Feb 17, 2026 |
| Cooke Wealth Management, LLC | History | New | 63,214 | 4,985 | 4.35% | — | 329 | +63,214 | New | Q4 2025 | Jan 21, 2026 |
| Financial Gravity Asset Management, Inc. | History | Added to | 62,989 | 4,964 | 0.96% | 0.96% | 330 | +1,374 | 2.23% | Q4 2025 | Feb 13, 2026 |
| BOSTON FAMILY OFFICE LLC | History | Added to | 62,941 | 4,960 | 0.31% | 0.3% | 331 | +2,453 | 4.06% | Q4 2025 | Feb 13, 2026 |
| Valpey Financial Services, LLC | History | Added to | 61,662 | 4,859 | 3.1% | 3.09% | 332 | +1,812 | 3.03% | Q4 2025 | Mar 04, 2026 |
| BIP Wealth, LLC | History | Added to | 61,609 | 4,855 | 0.17% | 0.2% | 333 | +10,300 | 20.07% | Q4 2025 | Jan 21, 2026 |
| Fonville Wealth Management LLC | History | Reduced | 61,545 | 4,850 | 0.99% | 1.1% | 334 | -266 | -0.43% | Q4 2025 | Jan 23, 2026 |
| Ferguson Johnson Wealth Management Inc | History | New | 60,728 | 4,785 | 3.98% | — | 335 | +60,728 | New | Q4 2025 | Feb 06, 2026 |
| Centennial Bank/AR/ | History | Added to | 60,715 | 4,784 | 1.9% | 1.79% | 336 | +3,105 | 5.39% | Q4 2025 | Feb 17, 2026 |
| BHK Investment Advisors, LLC | History | Added to | 60,509 | 4,768 | 1.57% | 1.52% | 337 | +8,773 | 16.96% | Q4 2025 | Feb 03, 2026 |
| Somnio Financial Group, LLC | History | Added to | 60,460 | 4,764 | 3.15% | 3.15% | 338 | +1,634 | 2.78% | Q4 2025 | Jan 08, 2026 |
| Karpus Management, Inc. | History | Added to | 60,295 | 4,751 | 0.15% | 0.15% | 339 | +575 | 0.96% | Q4 2025 | Feb 17, 2026 |
| Pathstone Holdings, LLC | History | New | 59,168 | 4,663 | 0.02% | — | 340 | +59,168 | New | Q4 2025 | Feb 13, 2026 |
| Gladwyn Financial Advisors, Inc. | History | Added to | 59,177 | 4,663 | 3.28% | 3.23% | 341 | +2,130 | 3.73% | Q4 2025 | Jan 08, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 59,093 | 4,658 | 0.04% | — | 342 | +59,093 | New | Q4 2025 | Feb 18, 2026 |
| WELCH & FORBES LLC | History | Added to | 58,991 | 4,649 | 0.06% | 0.03% | 343 | +29,712 | 101.48% | Q4 2025 | Feb 10, 2026 |
| FineMark National Bank & Trust | History | Reduced | 58,877 | 4,640 | 0.14% | 0.16% | 344 | -2,967 | -4.8% | Q4 2025 | Feb 12, 2026 |
| Wealthfront Advisers LLC | History | Added to | 58,606 | 4,618 | 0.01% | 0.01% | 345 | +17,732 | 43.38% | Q4 2025 | Jan 30, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 58,205 | 4,587 | 0.08% | 0.1% | 346 | -5,363 | -8.44% | Q4 2025 | Jan 16, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | Added to | 57,688 | 4,546 | 0.13% | 0.13% | 347 | +2,218 | 4.0% | Q4 2025 | Feb 13, 2026 |
| Neumann Capital Management, LLC | History | Reduced | 57,462 | 4,528 | 1.31% | 1.35% | 348 | -888 | -1.52% | Q4 2025 | Jan 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 57,388 | 4,522 | 0.0% | 0.0% | 349 | +33,830 | 143.6% | Q4 2025 | Feb 17, 2026 |
| FIDELIS iM, LLC | History | Reduced | 56,879 | 4,482 | 1.74% | 3.44% | 350 | -10,752 | -15.9% | Q4 2025 | Jan 23, 2026 |
| DBK Financial Counsel, LLC | History | Added to | 56,654 | 4,464 | 3.43% | 2.94% | 351 | +12,307 | 27.75% | Q4 2025 | Jan 26, 2026 |
| Mills Wealth Advisors LLC | History | Reduced | 56,563 | 4,457 | 1.76% | 1.88% | 352 | -2,157 | -3.67% | Q4 2025 | Jan 27, 2026 |
| SageView Advisory Group, LLC | History | Added to | 56,507 | 4,453 | 0.15% | 0.15% | 353 | +270 | 0.48% | Q4 2025 | Feb 17, 2026 |
| STERLING INVESTMENT MANAGEMENT, LLC | History | Added to | 55,849 | 4,401 | 2.5% | 2.59% | 354 | +1,177 | 2.15% | Q4 2025 | Feb 03, 2026 |
| BFSG, LLC | History | Added to | 55,294 | 4,357 | 0.42% | 0.42% | 355 | +741 | 1.36% | Q4 2025 | Jan 22, 2026 |
| Courage Miller Partners, LLC | History | Added to | 54,865 | 4,323 | 1.3% | 1.28% | 356 | +583 | 1.07% | Q4 2025 | Jan 26, 2026 |
| TI-TRUST, INC | History | Added to | 54,247 | 4,275 | 2.64% | 2.67% | 357 | +399 | 0.74% | Q4 2025 | Jan 23, 2026 |
| Haverford Trust Co | History | Added to | 53,970 | 4,253 | 0.04% | 0.04% | 358 | +660 | 1.24% | Q4 2025 | Feb 13, 2026 |
| Infinity Wealth Counsel, LLC | History | Added to | 53,474 | 4,214 | 3.84% | 3.61% | 359 | +6,287 | 13.32% | Q4 2025 | Jan 15, 2026 |
| Wealth Architects, LLC | History | Added to | 53,467 | 4,213 | 0.38% | 0.4% | 360 | +51 | 0.1% | Q4 2025 | Feb 17, 2026 |
| Connecticut Wealth Management, LLC | History | Reduced | 52,802 | 4,161 | 0.18% | 0.22% | 361 | -9,085 | -14.68% | Q4 2025 | Feb 12, 2026 |
| Sterling Financial Planning, Inc. | History | Added to | 52,664 | 4,150 | 1.25% | 1.26% | 362 | +1,894 | 3.73% | Q4 2025 | Jan 27, 2026 |
| SIGNAL TREE FINANCIAL PARTNERS LLC | History | Reduced | 52,593 | 4,144 | 3.16% | 4.19% | 363 | -14,464 | -21.57% | Q4 2025 | Feb 17, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 52,407 | 4,130 | 0.1% | 0.11% | 364 | -916 | -1.72% | Q4 2025 | Jan 29, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 52,098 | 4,105 | 0.0% | 0.0% | 365 | -1,533 | -2.86% | Q4 2025 | Feb 12, 2026 |
| Per Stirling Capital Management, LLC. | History | Added to | 51,999 | 4,098 | 0.46% | 0.48% | 366 | +1,538 | 3.05% | Q4 2025 | Feb 17, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 51,226 | 4,037 | 0.26% | 0.27% | 367 | +934 | 1.86% | Q4 2025 | Jan 23, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 50,797 | 4,003 | 0.1% | 0.0% | 368 | +48,697 | 2318.9% | Q4 2025 | Feb 17, 2026 |
| HB Wealth Management, LLC | History | Added to | 50,755 | 4,000 | 0.03% | 0.02% | 369 | +16,109 | 46.5% | Q4 2025 | Jan 28, 2026 |
| DGS Capital Management, LLC | History | Added to | 50,739 | 3,998 | 0.68% | 0.61% | 370 | +8,477 | 20.06% | Q4 2025 | Feb 24, 2026 |
| AGF MANAGEMENT LTD | History | Reduced | 50,575 | 3,985 | 0.02% | 0.02% | 371 | -475 | -0.93% | Q4 2025 | Feb 17, 2026 |
| HOHIMER WEALTH MANAGEMENT, LLC | History | Reduced | 50,230 | 3,958 | 0.53% | 0.61% | 372 | -4,646 | -8.47% | Q4 2025 | Feb 12, 2026 |
| Rockbridge Investment Management, LCC | History | Reduced | 49,893 | 3,932 | 0.37% | 0.42% | 373 | -3,960 | -7.35% | Q4 2025 | Feb 04, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 49,769 | 3,922 | 0.71% | 0.06% | 374 | +1,389 | 2.87% | Q4 2025 | Mar 04, 2026 |
| Sigma Planning Corp | History | Added to | 49,694 | 3,915 | 0.11% | 0.11% | 375 | +1,092 | 2.25% | Q4 2025 | Jan 30, 2026 |
| Strategic Investment Advisors / MI | History | Added to | 49,607 | 3,909 | 0.34% | 0.36% | 376 | +17,484 | 54.43% | Q4 2025 | Feb 17, 2026 |
| FLC Capital Advisors | History | Added to | 49,266 | 3,882 | 0.72% | 0.73% | 377 | +1,814 | 3.82% | Q4 2025 | Feb 11, 2026 |
| Global Retirement Partners, LLC | History | Added to | 49,219 | 3,878 | 0.07% | 0.08% | 378 | +4,038 | 8.94% | Q4 2025 | Feb 06, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 48,773 | 3,843 | 0.05% | 0.03% | 379 | +16,996 | 53.49% | Q4 2025 | Jan 30, 2026 |
| Eschler Asset Management LLP | History | New | 48,682 | 3,836 | 2.59% | — | 380 | +48,682 | New | Q4 2025 | Feb 13, 2026 |
| Atlatl Advisers LLC | History | Added to | 48,583 | 3,828 | 1.47% | 1.44% | 381 | +2,772 | 6.05% | Q4 2025 | Feb 09, 2026 |
| United Financial Planning Group LLC | History | Reduced | 48,441 | 3,817 | 2.32% | 3.4% | 382 | -20,218 | -29.45% | Q4 2025 | Feb 11, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 48,355 | 3,810 | 0.13% | 0.14% | 383 | +947 | 2.0% | Q4 2025 | Feb 04, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 48,073 | 3,788 | 0.17% | 0.19% | 384 | -4,210 | -8.05% | Q4 2025 | Feb 17, 2026 |
| TCTC Holdings, LLC | History | No change | 47,755 | 3,763 | 0.11% | 0.11% | 385 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 47,385 | 3,734 | 0.07% | 0.05% | 386 | +14,165 | 42.64% | Q4 2025 | Jan 16, 2026 |
| Sage Investment Advisers LLC | History | New | 47,242 | 3,723 | 2.79% | — | 387 | +47,242 | New | Q4 2025 | Feb 10, 2026 |
| Foster Group, Inc. | History | Added to | 46,113 | 3,634 | 0.11% | 0.11% | 388 | +2,518 | 5.78% | Q4 2025 | Jan 12, 2026 |
| Sellwood Investment Partners LLC | History | Reduced | 45,640 | 3,596 | 1.4% | 2.31% | 389 | -28,018 | -38.04% | Q4 2025 | Jan 26, 2026 |
| Forum Private Client Group LLC | History | Reduced | 45,639 | 3,596 | 1.23% | 1.57% | 390 | -10,189 | -18.25% | Q4 2025 | Feb 06, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 45,574 | 3,591 | 0.07% | 0.12% | 391 | -15,218 | -25.03% | Q4 2025 | Feb 13, 2026 |
| TCI Wealth Advisors, Inc. | History | Added to | 45,447 | 3,581 | 0.2% | 0.2% | 392 | +3,715 | 8.9% | Q4 2025 | Feb 02, 2026 |
| EASTERN BANK | History | No change | 45,236 | 3,565 | 0.06% | 0.06% | 393 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Ackerman Capital Advisors, LLC | History | Added to | 45,038 | 3,549 | 0.71% | 0.7% | 394 | +2,539 | 5.97% | Q4 2025 | Feb 11, 2026 |
| Carnegie Investment Counsel | History | New | 44,898 | 3,538 | 0.07% | — | 395 | +44,898 | New | Q4 2025 | Jan 23, 2026 |
| HT Partners LLC | History | Added to | 44,876 | 3,536 | 1.05% | 1.08% | 396 | +168 | 0.38% | Q4 2025 | Jan 21, 2026 |
| Colorado Capital Management, Inc. | History | Added to | 44,527 | 3,509 | 1.32% | 1.31% | 397 | +1,535 | 3.57% | Q4 2025 | Jan 23, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 44,513 | 3,508 | 0.04% | 0.04% | 399 | -14,614 | -24.72% | Q4 2025 | Feb 13, 2026 |
| CALTON & ASSOCIATES, INC. | History | Added to | 44,514 | 3,508 | 0.52% | 0.49% | 398 | +3,492 | 8.51% | Q4 2025 | Feb 10, 2026 |
| MOLLER WEALTH PARTNERS | History | Reduced | 44,322 | 3,493 | 0.73% | 0.76% | 400 | -1,751 | -3.8% | Q4 2025 | Jan 08, 2026 |
| Brand Asset Management Group, Inc. | History | Reduced | 43,680 | 3,442 | 0.96% | 1.04% | 401 | -3,146 | -6.72% | Q4 2025 | Feb 11, 2026 |
| Root Financial Partners, LLC | History | Added to | 43,627 | 3,438 | 0.18% | 0.13% | 402 | +17,654 | 67.97% | Q4 2025 | Feb 10, 2026 |
| STEPHENS INC /AR/ | History | Added to | 43,391 | 3,419 | 0.04% | 0.04% | 403 | +833 | 1.96% | Q4 2025 | Feb 05, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 43,040 | 3,391 | 0.04% | 0.04% | 404 | -7,098 | -14.16% | Q4 2025 | Feb 02, 2026 |
| Patten Group, Inc. | History | Reduced | 42,912 | 3,381 | 0.63% | 0.68% | 405 | -1,245 | -2.82% | Q4 2025 | Jan 23, 2026 |
| Red Mountain Financial, LLC | History | Added to | 42,884 | 3,379 | 3.32% | 3.22% | 406 | +2,710 | 6.75% | Q4 2025 | Jan 26, 2026 |
| Lodestone Wealth Management LLC | History | Added to | 42,834 | 3,375 | 1.37% | 1.51% | 407 | +294 | 0.69% | Q4 2025 | Jan 15, 2026 |
| Traveka Wealth, LLC | History | Added to | 42,692 | 3,364 | 1.37% | 1.48% | 408 | +565 | 1.34% | Q4 2025 | Jan 08, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 42,509 | 3,352 | 0.04% | 0.04% | 409 | +2,430 | 6.06% | Q4 2025 | Feb 02, 2026 |
| Prostatis Group LLC | History | Added to | 42,238 | 3,328 | 0.79% | 0.83% | 410 | +153 | 0.36% | Q4 2025 | Feb 17, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | Added to | 42,203 | 3,326 | 0.21% | 0.21% | 411 | +1,710 | 4.22% | Q4 2025 | Feb 04, 2026 |
| Affinity Capital Advisors, LLC | History | Added to | 42,209 | 3,326 | 0.46% | 0.5% | 412 | +855 | 2.07% | Q4 2025 | Jan 09, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 41,901 | 3,302 | 0.01% | 0.02% | 413 | -53,089 | -55.89% | Q4 2025 | Feb 11, 2026 |
| Wescott Financial Advisory Group, LLC | History | Added to | 41,874 | 3,300 | 0.29% | 0.29% | 414 | +206 | 0.49% | Q4 2025 | Feb 12, 2026 |
| McNaughton Wealth Management, LLC | History | Added to | 41,722 | 3,288 | 1.35% | 1.38% | 415 | +346 | 0.84% | Q4 2025 | Jan 12, 2026 |
| FIRST HAWAIIAN BANK | History | Added to | 41,633 | 3,281 | 0.44% | 0.41% | 416 | +641 | 1.56% | Q4 2025 | Jan 05, 2026 |
| CACTI ASSET MANAGEMENT LLC | History | New | 41,394 | 3,263 | 0.2% | — | 417 | +41,394 | New | Q4 2025 | Jan 02, 2026 |
| Yukon Wealth Management, Inc. | History | Added to | 41,384 | 3,254 | 1.88% | 1.02% | 418 | +1,901 | 4.81% | Q4 2025 | Feb 10, 2026 |
| NBC SECURITIES, INC. | History | Added to | 40,970 | 3,228 | 0.24% | 0.23% | 419 | +2,715 | 7.1% | Q4 2025 | Jan 29, 2026 |
| ALESCO ADVISORS LLC | History | Reduced | 40,884 | 3,222 | 0.08% | 0.09% | 420 | -907 | -2.17% | Q4 2025 | Jan 28, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Added to | 40,228 | 3,170 | 0.15% | 0.15% | 421 | +738 | 1.87% | Q4 2025 | Feb 04, 2026 |
| Evensky & Katz LLC | History | Added to | 39,772 | 3,134 | 0.18% | 0.17% | 422 | +1,933 | 5.11% | Q4 2025 | Feb 05, 2026 |
| Westfuller Advisors, LLC | History | Reduced | 39,705 | 3,129 | 1.27% | 1.49% | 423 | -1,719 | -4.15% | Q4 2025 | Jan 21, 2026 |
| BLB&B Advisors, LLC | History | Added to | 39,514 | 3,114 | 0.13% | 0.13% | 424 | +389 | 0.99% | Q4 2025 | Jan 26, 2026 |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | History | Reduced | 39,479 | 3,111 | 0.9% | 0.94% | 425 | -200 | -0.5% | Q4 2025 | Jan 08, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 39,410 | 3,105 | 0.04% | 0.03% | 426 | +3,842 | 10.8% | Q4 2025 | Jan 20, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Reduced | 39,144 | 3,084 | 0.01% | 0.0% | 427 | -495 | -1.25% | Q4 2025 | Feb 17, 2026 |
| Acropolis Investment Management, LLC | History | Reduced | 38,940 | 3,068 | 0.14% | 0.2% | 428 | -11,151 | -22.26% | Q4 2025 | Jan 14, 2026 |
| Opus Financial Solutions LLC | History | New | 38,729 | 3,052 | 2.88% | — | 429 | +38,729 | New | Q4 2025 | Feb 17, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 38,508 | 3,036 | 0.21% | 0.23% | 430 | -738 | -1.88% | Q4 2025 | Jan 15, 2026 |
| Perfromance Wealth Partners, LLC | History | Added to | 38,504 | 3,034 | 0.08% | 0.08% | 431 | +175 | 0.46% | Q4 2025 | Jan 21, 2026 |
| Leeward Financial Partners, LLC | History | Added to | 38,207 | 3,011 | 0.85% | 0.85% | 432 | +324 | 0.86% | Q4 2025 | Feb 09, 2026 |
| Vistica Wealth Advisors, LLC | History | New | 37,631 | 2,965 | 2.95% | — | 433 | +37,631 | New | Q4 2025 | Feb 13, 2026 |
| Aspirean Wealth, LLC | History | New | 37,313 | 2,940 | 3.21% | — | 434 | +37,313 | New | Q4 2025 | Feb 17, 2026 |
| MCF Advisors LLC | History | New | 37,072 | 2,921 | 0.16% | — | 435 | +37,072 | New | Q4 2025 | Feb 11, 2026 |
| Legacy Financial Group LLC | History | Reduced | 37,070 | 2,915 | 0.36% | 1.82% | 437 | -138,701 | -78.91% | Q4 2025 | Feb 05, 2026 |
| Vise Technologies, Inc. | History | Added to | 36,994 | 2,915 | 0.06% | 0.03% | 436 | +26,779 | 262.15% | Q4 2025 | Feb 11, 2026 |
| Caldwell Trust Co | History | Added to | 36,919 | 2,909 | 0.26% | 0.19% | 438 | +11,305 | 44.14% | Q4 2025 | Jan 30, 2026 |
| FC Advisory LLC | History | Added to | 36,797 | 2,899 | 0.83% | 0.85% | 439 | +143 | 0.39% | Q4 2025 | Jan 13, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 36,722 | 2,894 | 0.07% | 0.07% | 440 | +1,396 | 3.95% | Q4 2025 | Jan 28, 2026 |
| MAI Capital Management | History | Reduced | 36,084 | 2,843 | 0.02% | 0.02% | 441 | -2,088 | -5.47% | Q4 2025 | Feb 13, 2026 |
| Alpha Omega Wealth Management LLC | History | Reduced | 35,832 | 2,823 | 0.47% | 0.47% | 442 | -92 | -0.26% | Q4 2025 | Jan 22, 2026 |
| HOWARD FINANCIAL SERVICES, LTD. | History | Reduced | 35,779 | 2,819 | 0.33% | 0.37% | 443 | -2,203 | -5.8% | Q4 2025 | Jan 12, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Reduced | 35,743 | 2,816 | 0.05% | 0.08% | 444 | -20,544 | -36.5% | Q4 2025 | Jan 28, 2026 |
| Crestwood Advisors Group, LLC | History | Reduced | 35,467 | 2,795 | 0.05% | 0.05% | 445 | -538 | -1.49% | Q4 2025 | Feb 03, 2026 |
| Ally Invest Advisors Inc. | History | Added to | 35,276 | 2,780 | 0.19% | 0.19% | 446 | +2,583 | 7.9% | Q4 2025 | Feb 13, 2026 |
| Arbor Wealth Advisors LLC | History | Reduced | 35,228 | 2,776 | 1.98% | 2.08% | 447 | -145 | -0.41% | Q4 2025 | Jan 12, 2026 |
| EVERETT HARRIS & CO /CA/ | History | Reduced | 35,195 | 2,773 | 0.03% | 0.03% | 448 | -450 | -1.26% | Q4 2025 | Feb 11, 2026 |
| EP Wealth Advisors, LLC | History | New | 35,009 | 2,759 | 0.01% | — | 449 | +35,009 | New | Q4 2025 | Feb 18, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Added to | 34,848 | 2,746 | 0.79% | 0.83% | 450 | +903 | 2.66% | Q4 2025 | Feb 11, 2026 |
| ANCHOR CAPITAL ADVISORS LLC | History | No change | 34,737 | 2,737 | 0.08% | 0.08% | 451 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Richmond Brothers, Inc. | History | Reduced | 34,594 | 2,726 | 1.73% | 4.81% | 453 | -61,953 | -64.17% | Q4 2025 | Feb 12, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Added to | 34,578 | 2,726 | 0.08% | 0.07% | 452 | +20,464 | 144.99% | Q4 2025 | Feb 13, 2026 |
| Plancorp, LLC | History | Added to | 34,392 | 2,710 | 0.08% | 0.08% | 454 | +152 | 0.44% | Q4 2025 | Feb 05, 2026 |
| Greenspring Advisors, LLC | History | New | 33,444 | 2,635 | 0.16% | — | 455 | +33,444 | New | Q4 2025 | Feb 10, 2026 |
| Evanson Asset Management, LLC | History | Added to | 33,369 | 2,629 | 0.14% | 0.1% | 456 | +9,977 | 42.65% | Q4 2025 | Jan 12, 2026 |
| Summit Wealth Partners, LLC | History | Added to | 33,294 | 2,623 | 0.48% | 0.47% | 457 | +168 | 0.51% | Q4 2025 | Jan 27, 2026 |
| Avion Wealth | History | Reduced | 33,211 | 2,617 | 0.55% | 0.58% | 458 | -1,151 | -3.35% | Q4 2025 | Jan 23, 2026 |
| Pearl Planning LLC | History | New | 32,778 | 2,583 | 1.58% | — | 459 | +32,778 | New | Q4 2025 | Feb 03, 2026 |
| AUA CAPITAL MANAGEMENT, LLC | History | Reduced | 32,761 | 2,581 | 1.29% | 1.46% | 460 | -278 | -0.84% | Q4 2025 | Jan 23, 2026 |
| Columbia Asset Management | History | Added to | 32,691 | 2,576 | 0.46% | 0.48% | 461 | +31 | 0.09% | Q4 2025 | Jan 28, 2026 |
| Jacobsen Capital Management | History | Added to | 32,474 | 2,559 | 0.84% | 0.85% | 462 | +680 | 2.14% | Q4 2025 | Jan 26, 2026 |
| Enstar Group LTD | History | No change | 32,166 | 2,535 | 0.98% | 0.94% | 463 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Towne Trust Company, N.A | History | Added to | 32,128 | 2,532 | 0.79% | 0.69% | 464 | +4,858 | 17.81% | Q4 2025 | Jan 26, 2026 |
| HMV Wealth Advisors, LLC | History | Added to | 31,887 | 2,513 | 1.26% | 1.36% | 465 | +580 | 1.85% | Q4 2025 | Jan 20, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 31,847 | 2,509 | 0.13% | 0.08% | 466 | +14,575 | 84.39% | Q4 2025 | Feb 05, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | History | Reduced | 31,664 | 2,495 | 0.39% | 0.49% | 467 | -2,480 | -7.26% | Q4 2025 | Feb 03, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 31,412 | 2,475 | 0.06% | 0.06% | 468 | +3,542 | 12.71% | Q4 2025 | Feb 09, 2026 |
| Calamos Wealth Management LLC | History | Reduced | 31,382 | 2,473 | 0.09% | 0.1% | 469 | -4,070 | -11.48% | Q4 2025 | Jan 29, 2026 |
| Roundview Capital LLC | History | Added to | 31,386 | 2,473 | 0.15% | 0.15% | 470 | +1,646 | 5.53% | Q4 2025 | Feb 09, 2026 |
| PROFFITT & GOODSON INC | History | Reduced | 31,202 | 2,459 | 0.34% | 0.45% | 471 | -8,472 | -21.35% | Q4 2025 | Jan 27, 2026 |
| Old Port Advisors | History | Added to | 31,209 | 2,459 | 0.6% | 0.61% | 472 | +312 | 1.01% | Q4 2025 | Jan 08, 2026 |
| FAMILY WEALTH PARTNERS, LLC | History | Reduced | 30,916 | 2,436 | 0.88% | 0.93% | 473 | -693 | -2.19% | Q4 2025 | Jan 14, 2026 |
| Legacy Wealth Partners, LLC | History | New | 30,697 | 2,419 | 0.63% | — | 474 | +30,697 | New | Q4 2025 | Feb 17, 2026 |
| MMA ASSET MANAGEMENT LLC | History | No change | 30,694 | 2,418 | 0.86% | 0.81% | 475 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Edgestream Partners, L.P. | History | Reduced | 30,405 | 2,396 | 0.07% | 0.11% | 477 | -18,301 | -37.57% | Q4 2025 | Feb 13, 2026 |
| Bragg Financial Advisors, Inc | History | Added to | 30,403 | 2,396 | 0.08% | 0.08% | 476 | +1,064 | 3.63% | Q4 2025 | Feb 13, 2026 |
| Level Wealth Management LLC | History | Reduced | 30,265 | 2,385 | 1.22% | 1.41% | 478 | -3,731 | -10.97% | Q4 2025 | Feb 02, 2026 |
| WHITTIER TRUST CO | History | Reduced | 30,144 | 2,377 | 0.03% | 0.03% | 479 | -63 | -0.21% | Q4 2025 | Jan 26, 2026 |
| IFP Advisors, Inc | History | Added to | 30,145 | 2,375 | 0.05% | 0.04% | 480 | +11,691 | 63.35% | Q4 2025 | Feb 06, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Reduced | 30,131 | 2,374 | 0.27% | 0.3% | 481 | -933 | -3.0% | Q4 2025 | Jan 09, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | Reduced | 30,117 | 2,373 | 0.26% | 0.31% | 482 | -4,001 | -11.73% | Q4 2025 | Feb 13, 2026 |
| Woodside Wealth Management LLC | History | Added to | 30,068 | 2,369 | 1.77% | 1.86% | 483 | +116 | 0.39% | Q4 2025 | Jan 30, 2026 |
| Mengis Capital Management, Inc. | History | Added to | 29,951 | 2,360 | 0.42% | 0.46% | 484 | +225 | 0.76% | Q4 2025 | Mar 05, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 29,629 | 2,335 | 0.0% | 0.04% | 485 | -371,171 | -92.61% | Q4 2025 | Feb 12, 2026 |
| Soltis Investment Advisors LLC | History | Added to | 29,495 | 2,324 | 0.15% | 0.16% | 486 | +240 | 0.82% | Q4 2025 | Apr 02, 2026 |
| Golden State Equity Partners | History | Reduced | 29,464 | 2,322 | 0.37% | 0.4% | 487 | -550 | -1.83% | Q4 2025 | Jan 29, 2026 |
| PFG Advisors | History | Added to | 29,289 | 2,308 | 0.11% | 0.09% | 488 | +2,080 | 7.64% | Q4 2025 | Jan 27, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 29,271 | 2,306 | 0.15% | 0.16% | 489 | -1,408 | -4.59% | Q4 2025 | Feb 03, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 29,250 | 2,304 | 0.01% | 0.01% | 490 | +6,276 | 27.32% | Q4 2025 | Jan 27, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Reduced | 29,137 | 2,296 | 0.17% | 0.3% | 491 | -19,921 | -40.61% | Q4 2025 | Feb 04, 2026 |
| Provident Wealth Management, LLC | History | Reduced | 29,060 | 2,290 | 0.68% | 0.7% | 492 | -458 | -1.55% | Q4 2025 | Jan 28, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | Reduced | 28,986 | 2,284 | 0.72% | 0.81% | 493 | -2,363 | -7.54% | Q4 2025 | Feb 03, 2026 |
| American Investment Services, Inc. | History | Added to | 28,895 | 2,277 | 0.53% | 0.53% | 494 | +677 | 2.4% | Q4 2025 | Feb 13, 2026 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | History | Reduced | 28,694 | 2,261 | 1.13% | 1.15% | 495 | -508 | -1.74% | Q4 2025 | Jan 30, 2026 |
| GreatBanc Trust CO | History | Reduced | 28,450 | 2,242 | 1.58% | 1.6% | 496 | -1,110 | -3.76% | Q4 2025 | Feb 12, 2026 |
| Baker Avenue Asset Management, LP | History | Reduced | 28,312 | 2,231 | 0.05% | 0.09% | 497 | -17,092 | -37.64% | Q4 2025 | Feb 10, 2026 |
| Massachusetts Wealth Management | History | Reduced | 28,255 | 2,226 | 1.04% | 1.11% | 498 | -40 | -0.14% | Q4 2025 | Jan 26, 2026 |
| Good Steward Wealth Advisors,LLC | History | Added to | 27,982 | 2,205 | 1.46% | 1.32% | 499 | +3,777 | 15.6% | Q4 2025 | Jan 22, 2026 |
| Fiduciary Group, LLC | History | Reduced | 27,853 | 2,195 | 0.18% | 0.2% | 500 | -714 | -2.5% | Q4 2025 | Feb 12, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | Reduced | 27,747 | 2,186 | 0.25% | 0.28% | 501 | -2,289 | -7.62% | Q4 2025 | Jan 14, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Added to | 27,692 | 2,182 | 0.1% | 0.05% | 502 | +15,952 | 135.88% | Q4 2025 | Jan 12, 2026 |
| BLUEDOOR PRIVATE WEALTH, LLC | History | New | 27,664 | 2,180 | 1.01% | — | 503 | +27,664 | New | Q4 2025 | Feb 17, 2026 |
| CERTIOR FINANCIAL GROUP, LLC | History | Added to | 27,608 | 2,175 | 1.47% | 1.41% | 504 | +789 | 2.94% | Q4 2025 | Feb 04, 2026 |
| Mezzasalma Advisors, LLC | History | Reduced | 27,589 | 2,174 | 0.52% | 0.73% | 506 | -8,334 | -23.2% | Q4 2025 | Jan 21, 2026 |
| Navalign, LLC | History | Added to | 27,595 | 2,174 | 0.53% | 0.54% | 505 | +1,430 | 5.47% | Q4 2025 | Feb 05, 2026 |
| Allodium Investment Consultants, LLC | History | Added to | 27,553 | 2,171 | 1.1% | 1.04% | 507 | +4,135 | 17.66% | Q4 2025 | Jan 14, 2026 |
| Coordinated Financial Services, Inc. | History | Added to | 27,434 | 2,162 | 1.24% | 0.75% | 508 | +12,595 | 84.88% | Q4 2025 | Feb 09, 2026 |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | History | New | 27,130 | 2,138 | 2.01% | — | 509 | +27,130 | New | Q4 2025 | Feb 02, 2026 |
| Everhart Financial Group, Inc. | History | Reduced | 26,985 | 2,126 | 0.2% | 0.23% | 510 | -1,673 | -5.84% | Q4 2025 | Jan 07, 2026 |
| Thomasville National Bank | History | Reduced | 26,892 | 2,119 | 0.13% | 0.14% | 511 | -325 | -1.19% | Q4 2025 | Jan 26, 2026 |
| Evergreen Wealth Management, LLC | History | Added to | 26,749 | 2,108 | 1.06% | 1.07% | 512 | +958 | 3.71% | Q4 2025 | Feb 06, 2026 |
| Madrid Wealth Management, LLC | History | New | 26,337 | 2,075 | 1.68% | — | 513 | +26,337 | New | Q4 2025 | Feb 02, 2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | History | Added to | 26,157 | 2,061 | 0.26% | 0.26% | 514 | +1,693 | 6.92% | Q4 2025 | Jan 14, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 26,140 | 2,060 | 0.04% | 0.02% | 515 | +13,715 | 110.38% | Q4 2025 | Jan 14, 2026 |
| Cheviot Value Management, LLC | History | Reduced | 26,094 | 2,057 | 0.2% | 0.23% | 516 | -1,027 | -3.79% | Q4 2025 | Feb 03, 2026 |
| Spire Wealth Management | History | Added to | 25,970 | 2,046 | 0.07% | 0.06% | 517 | +2,631 | 11.27% | Q4 2025 | Jan 14, 2026 |
| BRIGHTON SECURITIES CORP. | History | Added to | 25,783 | 2,031 | 1.0% | 0.85% | 518 | +5,027 | 24.22% | Q4 2025 | Mar 06, 2026 |
| Ethos Financial Group, LLC | History | New | 25,450 | 2,005 | 0.15% | — | 520 | +25,450 | New | Q4 2025 | Jan 20, 2026 |
| Lido Advisors, LLC | History | Reduced | 25,429 | 2,005 | 0.01% | 0.01% | 519 | -5,329 | -17.33% | Q4 2025 | Feb 10, 2026 |
| PAX Financial Group, LLC | History | Reduced | 25,046 | 1,973 | 0.34% | 0.68% | 521 | -22,541 | -47.37% | Q4 2025 | Feb 05, 2026 |
| J. Safra Sarasin Holding AG | History | No change | 25,000 | 1,970 | 0.03% | 0.03% | 522 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| FIDUCIARY ADVISORS, INC. | History | Reduced | 24,976 | 1,968 | 1.5% | 1.78% | 523 | -2,963 | -10.61% | Q4 2025 | Jan 27, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 24,934 | 1,965 | 0.22% | 0.21% | 524 | +1,607 | 6.89% | Q4 2025 | Jan 21, 2026 |
| Kovack Advisors, Inc. | History | Added to | 24,706 | 1,947 | 0.09% | 0.18% | 525 | +42 | 0.17% | Q4 2025 | Feb 17, 2026 |
| Hardy Reed LLC | History | Reduced | 24,659 | 1,943 | 0.14% | 0.15% | 526 | -969 | -3.78% | Q4 2025 | Feb 06, 2026 |
| Ascent Wealth Partners, LLC | History | Added to | 24,533 | 1,933 | 0.22% | 0.22% | 527 | +327 | 1.35% | Q4 2025 | Feb 02, 2026 |
| Family Legacy, Inc. | History | Reduced | 24,456 | 1,927 | 0.58% | 0.59% | 528 | -143 | -0.58% | Q4 2025 | Feb 04, 2026 |
| BOKF, NA | History | Added to | 24,356 | 1,919 | 0.03% | 0.03% | 529 | +1,455 | 6.35% | Q4 2025 | Feb 03, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Reduced | 24,232 | 1,909 | 0.23% | 0.25% | 530 | -2,317 | -8.73% | Q4 2025 | Feb 13, 2026 |
| SECURED RETIREMENT ADVISORS, LLC | History | Added to | 24,007 | 1,892 | 1.06% | 1.04% | 531 | +313 | 1.32% | Q4 2025 | Jan 30, 2026 |
| Compass Wealth Management LLC | History | Added to | 23,981 | 1,889 | 0.47% | 0.37% | 532 | +2,940 | 13.97% | Q4 2025 | Feb 11, 2026 |
| Cadent Capital Advisors, LLC | History | Added to | 23,911 | 1,884 | 0.48% | 0.49% | 533 | +148 | 0.62% | Q4 2025 | Jan 13, 2026 |
| FMR LLC | History | Added to | 23,901 | 1,883 | 0.0% | 0.0% | 534 | +2,503 | 11.7% | Q4 2025 | Feb 17, 2026 |
| SC&H Financial Advisors, Inc. | History | Reduced | 23,881 | 1,882 | 0.29% | 0.32% | 535 | -1,367 | -5.41% | Q4 2025 | Jan 21, 2026 |
| MOTCO | History | Added to | 23,858 | 1,880 | 0.17% | 0.17% | 536 | +724 | 3.13% | Q4 2025 | Feb 06, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | Reduced | 23,805 | 1,876 | 0.3% | 0.37% | 537 | -4,273 | -15.22% | Q4 2025 | Jan 14, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 23,630 | 1,862 | 0.11% | 0.12% | 538 | -4,104 | -14.8% | Q4 2025 | Feb 17, 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | Added to | 23,530 | 1,854 | 0.68% | 0.56% | 539 | +7,075 | 43.0% | Q4 2025 | Feb 12, 2026 |
| LifePlan Investment Advisors, Inc. | History | Added to | 23,449 | 1,848 | 0.75% | 0.69% | 540 | +2,504 | 11.96% | Q4 2025 | Feb 09, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 23,420 | 1,846 | 0.05% | 0.06% | 541 | -262 | -1.11% | Q4 2025 | Feb 12, 2026 |
| PACIFIC FINANCIAL GROUP INC | History | Added to | 23,378 | 1,842 | 1.02% | 1.32% | 542 | +804 | 3.56% | Q4 2025 | Feb 17, 2026 |
| MASECO LLP | History | New | 23,198 | 1,828 | 0.08% | — | 543 | +23,198 | New | Q4 2025 | Jan 22, 2026 |
| FIRST INTERSTATE BANK | History | Added to | 23,186 | 1,827 | 0.1% | 0.1% | 544 | +888 | 3.98% | Q4 2025 | Jan 29, 2026 |
| Neuberger Berman Group LLC | History | New | 23,162 | 1,825 | 0.0% | — | 545 | +23,162 | New | Q4 2025 | Feb 13, 2026 |
| PCM Encore, LLC | History | New | 23,031 | 1,815 | 0.39% | — | 546 | +23,031 | New | Q4 2025 | Feb 13, 2026 |
| FLAGSTAR ADVISORS INC | History | Reduced | 22,910 | 1,805 | 0.6% | 0.59% | 547 | -1,373 | -5.65% | Q4 2025 | Jan 13, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 22,907 | 1,804 | 0.04% | 0.05% | 548 | -3 | -0.01% | Q4 2025 | Jan 28, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 22,757 | 1,793 | 0.03% | 0.03% | 549 | -4,582 | -16.76% | Q4 2025 | Feb 09, 2026 |
| CAHABA WEALTH MANAGEMENT, INC. | History | Added to | 22,631 | 1,783 | 0.12% | 0.13% | 550 | +295 | 1.32% | Q4 2025 | Jan 07, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 22,620 | 1,782 | 0.0% | 0.0% | 551 | +2,030 | 9.86% | Q4 2025 | Feb 11, 2026 |
| Waverly Advisors, LLC | History | Added to | 22,568 | 1,778 | 0.01% | 0.01% | 552 | +14,557 | 181.71% | Q4 2025 | Feb 17, 2026 |
| CoreCap Advisors, LLC | History | Added to | 22,454 | 1,769 | 0.06% | 0.06% | 554 | +1,005 | 4.69% | Q4 2025 | Jan 13, 2026 |
| Selective Wealth Management, Inc. | History | Reduced | 22,459 | 1,769 | 0.55% | 0.58% | 553 | -596 | -2.59% | Q4 2025 | Jan 16, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | New | 22,259 | 1,754 | 0.23% | — | 555 | +22,259 | New | Q4 2025 | Feb 04, 2026 |
| Freedom Investment Management, Inc. | History | Added to | 22,198 | 1,749 | 0.51% | 0.46% | 556 | +197 | 0.9% | Q4 2025 | Feb 06, 2026 |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | History | Added to | 22,167 | 1,746 | 0.25% | 0.25% | 557 | +2,330 | 11.75% | Q4 2025 | Feb 11, 2026 |
| Rosenberg Matthew Hamilton | History | Reduced | 21,862 | 1,722 | 0.36% | 0.4% | 558 | -1,744 | -7.39% | Q4 2025 | Jan 05, 2026 |
| Verum Partners LLC | History | Reduced | 21,847 | 1,721 | 0.35% | 0.38% | 559 | -842 | -3.71% | Q4 2025 | Jan 14, 2026 |
| Joel Isaacson & Co., LLC | History | Added to | 21,820 | 1,719 | 0.06% | 0.06% | 560 | +142 | 0.66% | Q4 2025 | Jan 30, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 21,767 | 1,715 | 0.09% | 0.11% | 561 | -691 | -3.08% | Q4 2025 | Jan 26, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 20,858 | 1,643 | 0.09% | 0.1% | 562 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Aerodigm Wealth, LLC | History | Reduced | 20,578 | 1,621 | 0.57% | 0.72% | 563 | -1,011 | -4.68% | Q4 2025 | Feb 06, 2026 |
| Greenbush Financial Group, LLC | History | Added to | 20,433 | 1,610 | 0.55% | 0.53% | 564 | +3,013 | 17.3% | Q4 2025 | Jan 20, 2026 |
| Stonebridge Financial Group, LLC | History | Added to | 20,418 | 1,609 | 0.14% | 0.13% | 566 | +1,942 | 10.51% | Q4 2025 | Jan 21, 2026 |
| Global Wealth Management Investment Advisory, Inc. | History | Added to | 20,427 | 1,609 | 0.26% | 0.27% | 565 | +319 | 1.59% | Q4 2025 | Feb 04, 2026 |
| Sagace Wealth Management LLC | History | Added to | 20,411 | 1,608 | 1.09% | 1.09% | 567 | +163 | 0.81% | Q4 2025 | Feb 02, 2026 |
| Dorsey & Whitney Trust CO LLC | History | New | 20,250 | 1,595 | 0.08% | — | 568 | +20,250 | New | Q4 2025 | Feb 11, 2026 |
| LongView Wealth Management | History | Reduced | 20,200 | 1,591 | 0.38% | 0.49% | 569 | -2,664 | -11.65% | Q4 2025 | Jan 13, 2026 |
| MONTAG A & ASSOCIATES INC | History | Added to | 20,144 | 1,587 | 0.07% | 0.04% | 570 | +8,852 | 78.39% | Q4 2025 | Feb 02, 2026 |
| SOL Capital Management CO | History | Reduced | 19,910 | 1,569 | 0.14% | 0.16% | 571 | -3,330 | -14.33% | Q4 2025 | Jan 30, 2026 |
| Powerhouse Assets LLC | History | New | 19,865 | 1,565 | 1.38% | — | 572 | +19,865 | New | Q4 2025 | Jan 15, 2026 |
| NBT BANK N A /NY | History | Added to | 19,696 | 1,552 | 0.1% | 0.1% | 573 | +38 | 0.19% | Q4 2025 | Jan 23, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 19,653 | 1,548 | 0.05% | 0.05% | 575 | +2,353 | 13.6% | Q4 2025 | Feb 13, 2026 |
| Bell Bank | History | No change | 19,647 | 1,548 | 0.07% | 0.07% | 574 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Allen Investment Management, LLC | History | Added to | 19,451 | 1,532 | 0.02% | 0.02% | 576 | +723 | 3.86% | Q4 2025 | Feb 10, 2026 |
| One Wealth Map LLC | History | Added to | 19,471 | 1,530 | 0.78% | 0.8% | 577 | +375 | 1.96% | Q4 2025 | Feb 04, 2026 |
| Novak & Powell Financial Services, Inc. | History | Reduced | 19,417 | 1,530 | 0.8% | 0.82% | 578 | -280 | -1.42% | Q4 2025 | Feb 10, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 19,404 | 1,529 | 0.06% | 0.06% | 579 | -1,670 | -7.92% | Q4 2025 | Feb 02, 2026 |
| Peregrine Asset Advisers, Inc. | History | Reduced | 19,100 | 1,505 | 0.42% | 0.46% | 580 | -339 | -1.74% | Q4 2025 | Feb 02, 2026 |
| Grey Fox Wealth Advisors, LLC | History | Reduced | 19,016 | 1,498 | 0.31% | 0.38% | 581 | -4,554 | -19.32% | Q4 2025 | Feb 12, 2026 |
| Signal Advisors Wealth, LLC | History | Reduced | 18,934 | 1,492 | 0.12% | 0.15% | 582 | -1,949 | -9.33% | Q4 2025 | Jan 13, 2026 |
| Security Financial Services, INC. | History | Added to | 18,788 | 1,480 | 0.23% | 0.22% | 583 | +1,902 | 11.26% | Q4 2025 | Jan 27, 2026 |
| Womack Financial LLC | History | Added to | 18,786 | 1,480 | 1.09% | 1.08% | 584 | +742 | 4.11% | Q4 2025 | Feb 10, 2026 |
| Frank, Rimerman Advisors LLC | History | Reduced | 18,737 | 1,476 | 0.09% | 0.1% | 585 | -63 | -0.34% | Q4 2025 | Jan 15, 2026 |
| StoneX Group Inc. | History | Added to | 18,693 | 1,473 | 0.06% | 0.06% | 586 | +996 | 5.63% | Q4 2025 | Feb 12, 2026 |
| Dakota Wealth Management | History | New | 18,612 | 1,466 | 0.03% | — | 587 | +18,612 | New | Q4 2025 | Jan 13, 2026 |
| PFG Investments, LLC | History | Added to | 18,570 | 1,463 | 0.07% | 0.05% | 588 | +5,656 | 43.8% | Q4 2025 | Jan 26, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 18,393 | 1,449 | 0.01% | 0.01% | 589 | -1,443 | -7.27% | Q4 2025 | Jan 30, 2026 |
| M Holdings Securities, Inc. | History | New | 18,272 | 1,440 | 0.1% | — | 590 | +18,272 | New | Q4 2025 | Feb 11, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 18,214 | 1,435 | 0.04% | 0.03% | 591 | +1,793 | 10.92% | Q4 2025 | Jan 07, 2026 |
| SEVEN MILE ADVISORY | History | Reduced | 18,008 | 1,419 | 0.24% | 0.23% | 592 | -29 | -0.16% | Q4 2025 | Feb 13, 2026 |
| UMB Bank, n.a. | History | Added to | 17,946 | 1,414 | 0.02% | 0.02% | 593 | +693 | 4.02% | Q4 2025 | Feb 13, 2026 |
| Asset Allocation & Management Company, LLC | History | Added to | 17,772 | 1,401 | 0.56% | 0.1% | 594 | +14,630 | 465.63% | Q4 2025 | Jan 12, 2026 |
| Retirement Planning Group, LLC | History | Reduced | 17,741 | 1,398 | 0.05% | 0.05% | 595 | -1,509 | -7.84% | Q4 2025 | Feb 03, 2026 |
| WALLER FINANCIAL PLANNING GROUP, INC | History | Added to | 17,722 | 1,396 | 0.31% | 0.32% | 596 | +170 | 0.97% | Q4 2025 | Jan 13, 2026 |
| Kondo Wealth Advisors, Inc. | History | Reduced | 17,609 | 1,388 | 0.53% | 0.58% | 597 | -529 | -2.92% | Q4 2025 | Jan 30, 2026 |
| JUNCTURE WEALTH STRATEGIES, LLC | History | Reduced | 17,386 | 1,370 | 0.45% | 0.5% | 598 | -1,380 | -7.35% | Q4 2025 | Jan 27, 2026 |
| Harpswell Capital Advisors, LLC | History | New | 17,162 | 1,352 | 1.07% | — | 600 | +17,162 | New | Q4 2025 | Feb 11, 2026 |
| Aries Wealth Management | History | Reduced | 17,156 | 1,352 | 0.3% | 0.33% | 599 | -773 | -4.31% | Q4 2025 | Jan 30, 2026 |
| ATLas Financial Planning LLC | History | New | 17,029 | 1,342 | 1.32% | — | 601 | +17,029 | New | Q4 2025 | Feb 17, 2026 |
| Syntegra Private Wealth Group, LLC | History | Added to | 16,960 | 1,336 | 0.12% | 0.05% | 602 | +10,102 | 147.3% | Q4 2025 | Feb 10, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 16,919 | 1,333 | 0.15% | 0.19% | 603 | +3,203 | 23.35% | Q4 2025 | Feb 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 16,709 | 1,316 | 0.07% | 0.07% | 604 | +222 | 1.35% | Q4 2025 | Feb 10, 2026 |
| Evolution Wealth Advisors, LLC | History | Added to | 16,649 | 1,312 | 0.13% | 0.14% | 605 | +3,005 | 22.02% | Q4 2025 | Jan 12, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | Reduced | 16,571 | 1,305 | 0.25% | 0.18% | 606 | -87 | -0.52% | Q4 2025 | Feb 02, 2026 |
| Rockwood Wealth Management, LLC | History | Reduced | 16,550 | 1,304 | 0.1% | 0.1% | 607 | -87 | -0.52% | Q4 2025 | Jan 29, 2026 |
| Aegis Wealth Management LLC | History | Added to | 16,533 | 1,302 | 0.74% | 0.45% | 608 | +5,949 | 56.21% | Q4 2025 | Jan 14, 2026 |
| RCS Financial Planning, LLC | History | Reduced | 16,470 | 1,297 | 0.56% | 0.64% | 610 | -1,896 | -10.32% | Q4 2025 | Jan 15, 2026 |
| FourThought Financial Partners, LLC | History | Added to | 16,469 | 1,297 | 0.11% | 0.11% | 609 | +1 | 0.01% | Q4 2025 | Feb 06, 2026 |
| L.K. Benson & Company, P.C. | History | Reduced | 16,293 | 1,284 | 0.64% | 0.73% | 611 | -794 | -4.65% | Q4 2025 | Feb 06, 2026 |
| BDFS Capital LLC | History | New | 16,053 | 1,265 | 0.64% | — | 612 | +16,053 | New | Q4 2025 | Feb 26, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Reduced | 15,655 | 1,233 | 0.04% | 0.05% | 613 | -772 | -4.7% | Q4 2025 | Feb 12, 2026 |
| Rossby Financial, LCC | History | Added to | 15,598 | 1,229 | 0.38% | 0.2% | 614 | +7,866 | 101.73% | Q4 2025 | Feb 12, 2026 |
| Pine Harbor Wealth Management, LLC | History | Reduced | 15,587 | 1,228 | 0.38% | 0.63% | 615 | -9,284 | -37.33% | Q4 2025 | Jan 20, 2026 |
| KINTRA WEALTH, LLC | History | New | 15,557 | 1,226 | 0.17% | — | 616 | +15,557 | New | Q4 2025 | Feb 18, 2026 |
| CWA Asset Management Group, LLC | History | Added to | 15,362 | 1,210 | 0.04% | 0.04% | 617 | +302 | 2.01% | Q4 2025 | Jan 07, 2026 |
| Larson Financial Group LLC | History | Added to | 15,235 | 1,200 | 0.04% | 0.04% | 618 | +209 | 1.39% | Q4 2025 | Feb 06, 2026 |
| Riverbend Wealth Management, LLC | History | Reduced | 15,185 | 1,196 | 0.74% | 0.85% | 619 | -317 | -2.04% | Q4 2025 | Jan 29, 2026 |
| Global Financial Private Client, LLC | History | Reduced | 15,154 | 1,194 | 0.42% | 0.43% | 620 | -8 | -0.05% | Q4 2025 | Jan 27, 2026 |
| SCHWARTZ INVESTMENT COUNSEL INC | History | Reduced | 15,000 | 1,182 | 0.04% | 0.04% | 621 | -450 | -2.91% | Q4 2025 | Feb 04, 2026 |
| Essex Financial Services, Inc. | History | Added to | 14,976 | 1,180 | 0.07% | 0.07% | 622 | +71 | 0.48% | Q4 2025 | Feb 10, 2026 |
| GUIDANCE CAPITAL, INC | History | Added to | 14,969 | 1,178 | 0.29% | 0.29% | 623 | +689 | 4.82% | Q4 2025 | Jan 23, 2026 |
| LEGACY SOLUTIONS, LLC | History | Added to | 14,919 | 1,175 | 1.03% | 1.05% | 624 | +96 | 0.65% | Q4 2025 | Jan 14, 2026 |
| TRUST CO OF VERMONT | History | Added to | 14,908 | 1,174 | 0.05% | 0.05% | 625 | +552 | 3.85% | Q4 2025 | Jan 16, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 14,757 | 1,163 | 0.02% | 0.02% | 626 | -4,940 | -25.08% | Q4 2025 | Feb 10, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 14,678 | 1,156 | 0.05% | 0.05% | 627 | -122 | -0.82% | Q4 2025 | Jan 21, 2026 |
| Sloy Dahl & Holst, LLC | History | Added to | 14,605 | 1,151 | 0.14% | 0.06% | 628 | +7,351 | 101.34% | Q4 2025 | Feb 04, 2026 |
| Allegiance Financial Group Advisory Services LLC | History | Reduced | 14,594 | 1,150 | 0.24% | 0.27% | 629 | -360 | -2.41% | Q4 2025 | Feb 03, 2026 |
| VERITY Wealth Advisors | History | Reduced | 14,582 | 1,149 | 0.71% | 0.74% | 630 | -322 | -2.16% | Q4 2025 | Jan 07, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 14,508 | 1,143 | 0.01% | 0.01% | 631 | -1,443 | -9.05% | Q4 2025 | Feb 17, 2026 |
| Csenge Advisory Group | History | Added to | 14,466 | 1,140 | 0.05% | 0.05% | 632 | +525 | 3.77% | Q4 2025 | Feb 06, 2026 |
| Transcendent Capital Group LLC | History | Added to | 14,380 | 1,133 | 0.51% | 0.5% | 633 | +216 | 1.52% | Q4 2025 | Jan 26, 2026 |
| Southland Equity Partners LLC | History | Reduced | 14,276 | 1,125 | 0.22% | 0.24% | 635 | -642 | -4.3% | Q4 2025 | Jan 14, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 14,281 | 1,125 | 0.03% | 0.03% | 634 | -28 | -0.2% | Q4 2025 | Feb 17, 2026 |
| HALL LAURIE J TRUSTEE | History | No change | 14,267 | 1,124 | 0.37% | 0.37% | 636 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Wilkins Miller Wealth Management, LLC | History | Reduced | 14,150 | 1,115 | 0.66% | 0.74% | 637 | -972 | -6.43% | Q4 2025 | Jan 21, 2026 |
| Parkwoods Wealth Partners, LLC | History | Added to | 14,143 | 1,114 | 0.33% | 0.28% | 638 | +3,581 | 33.9% | Q4 2025 | Jan 15, 2026 |
| Hickory Point Bank & Trust | History | Added to | 14,100 | 1,111 | 0.81% | 0.68% | 639 | +2,500 | 21.55% | Q4 2025 | Jan 12, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 14,045 | 1,106 | 0.05% | 0.06% | 640 | -904 | -6.05% | Q4 2025 | Feb 13, 2026 |
| Independent Family Office, LLC | History | Reduced | 14,007 | 1,103 | 0.46% | 0.48% | 641 | -375 | -2.61% | Q4 2025 | Feb 13, 2026 |
| BCS Wealth Management | History | Added to | 13,990 | 1,102 | 0.11% | 0.12% | 642 | +7,500 | 115.56% | Q4 2025 | Jan 26, 2026 |
| TruNorth Capital Management, LLC | History | Added to | 13,959 | 1,100 | 0.21% | 0.21% | 643 | +226 | 1.65% | Q4 2025 | Feb 11, 2026 |
| CVA Family Office, LLC | History | Reduced | 13,918 | 1,096 | 0.13% | 0.14% | 644 | -86 | -0.61% | Q4 2025 | Jan 12, 2026 |
| WoodTrust Financial Corp | History | Added to | 13,895 | 1,095 | 0.13% | 0.09% | 645 | +3,799 | 37.63% | Q4 2025 | Jan 30, 2026 |
| Summit Trail Advisors, LLC | History | New | 13,840 | 1,090 | 0.02% | — | 646 | +13,840 | New | Q4 2025 | Feb 17, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Reduced | 13,817 | 1,088 | 0.02% | 0.02% | 647 | -3,227 | -18.93% | Q4 2025 | Feb 05, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 13,495 | 1,063 | 0.07% | 0.08% | 648 | +376 | 2.87% | Q4 2025 | Feb 03, 2026 |
| Compass Ion Advisors, LLC | History | Reduced | 13,472 | 1,061 | 0.1% | 0.1% | 649 | -64 | -0.47% | Q4 2025 | Jan 29, 2026 |
| Hershey Financial Advisers, LLC | History | Reduced | 13,456 | 1,060 | 0.9% | 1.4% | 650 | -7,213 | -34.9% | Q4 2025 | Feb 18, 2026 |
| Aureus Asset Management, LLC | History | Added to | 13,420 | 1,057 | 0.07% | 0.07% | 651 | +254 | 1.93% | Q4 2025 | Feb 17, 2026 |
| Shepherd Financial Partners LLC | History | Reduced | 13,369 | 1,053 | 0.1% | 0.12% | 652 | -2,095 | -13.55% | Q4 2025 | Feb 10, 2026 |
| Western Wealth Management, LLC | History | Added to | 13,330 | 1,050 | 0.05% | 0.03% | 653 | +5,125 | 62.46% | Q4 2025 | Feb 05, 2026 |
| Capital Group Private Client Services, Inc. | History | Added to | 13,233 | 1,042 | 0.02% | 0.02% | 654 | +494 | 3.88% | Q4 2025 | Feb 11, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 13,214 | 1,041 | 0.01% | 0.02% | 655 | -20,111 | -60.35% | Q4 2025 | Feb 09, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 13,066 | 1,029 | 0.05% | 0.05% | 656 | -302 | -2.26% | Q4 2025 | Jan 20, 2026 |
| MOGY JOEL R INVESTMENT COUNSEL INC | History | Added to | 12,950 | 1,020 | 0.06% | 0.05% | 657 | +300 | 2.37% | Q4 2025 | Jan 30, 2026 |
| Engineers Gate Manager LP | History | New | 12,884 | 1,015 | 0.01% | — | 658 | +12,884 | New | Q4 2025 | Feb 17, 2026 |
| Phil A. Younker & Associates, Ltd. | History | New | 12,690 | 1,000 | 0.7% | — | 659 | +12,690 | New | Q4 2025 | Jan 27, 2026 |
| CHAPIN DAVIS, INC. | History | Added to | 12,681 | 999 | 0.23% | 0.25% | 660 | +4 | 0.03% | Q4 2025 | Jan 30, 2026 |
| Unison Advisors LLC | History | Reduced | 12,457 | 981 | 0.09% | 0.1% | 661 | -1,379 | -9.97% | Q4 2025 | Jan 21, 2026 |
| EVOKE WEALTH, LLC | History | Reduced | 12,414 | 978 | 0.02% | 0.04% | 662 | -10,303 | -45.35% | Q4 2025 | Feb 06, 2026 |
| EQUITY INVESTMENT CORP | History | Added to | 12,399 | 977 | 0.02% | 0.02% | 663 | +162 | 1.32% | Q4 2025 | Feb 12, 2026 |
| Generations Wealth, LLC | History | New | 12,360 | 974 | 1.0% | — | 664 | +12,360 | New | Q4 2025 | Feb 13, 2026 |
| Cresset Asset Management, LLC | History | Added to | 12,333 | 971 | 0.0% | 0.0% | 665 | +516 | 4.37% | Q4 2025 | Feb 17, 2026 |
| JIM SAULNIER & ASSOCIATES, LLC | History | Added to | 12,242 | 964 | 0.5% | 0.54% | 666 | +75 | 0.62% | Q4 2025 | Jan 29, 2026 |
| CIBC Private Wealth Group LLC | History | Reduced | 11,992 | 945 | 0.0% | 0.0% | 667 | -567 | -4.51% | Q4 2025 | Feb 12, 2026 |
| FMB WEALTH MANAGEMENT | History | New | 11,978 | 943 | 0.37% | — | 668 | +11,978 | New | Q4 2025 | Jan 22, 2026 |
| Vectors Research Management, LLC | History | Added to | 11,965 | 942 | 0.29% | 0.28% | 669 | +546 | 4.78% | Q4 2025 | Feb 03, 2026 |
| Red Wave Investments LLC | History | No change | 11,911 | 938 | 0.28% | 0.29% | 670 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Gotham Asset Management, LLC | History | New | 11,898 | 937 | 0.0% | — | 671 | +11,898 | New | Q4 2025 | Feb 17, 2026 |
| Saiph Capital, LLC | History | Added to | 11,901 | 937 | 0.34% | 0.31% | 672 | +965 | 8.82% | Q4 2025 | Feb 12, 2026 |
| Leo Wealth, LLC | History | New | 11,705 | 922 | 0.07% | — | 673 | +11,705 | New | Q4 2025 | Jan 21, 2026 |
| Arete Wealth Advisors, LLC | History | Added to | 11,635 | 917 | 0.06% | 0.05% | 674 | +574 | 5.19% | Q4 2025 | Feb 13, 2026 |
| Argent Trust Co | History | No change | 11,605 | 914 | 0.03% | 0.03% | 675 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| First PREMIER Bank | History | Reduced | 11,562 | 911 | 0.21% | 0.33% | 676 | -6,589 | -36.3% | Q4 2025 | Jan 23, 2026 |
| Operose Advisors LLC | History | Reduced | 11,563 | 911 | 0.21% | 0.24% | 677 | -599 | -4.93% | Q4 2025 | Feb 10, 2026 |
| VestGen Investment Management | History | Reduced | 11,458 | 903 | 0.5% | 0.57% | 678 | -610 | -5.05% | Q4 2025 | Feb 18, 2026 |
| Texas Bank & Trust Co | History | No change | 11,440 | 901 | 0.33% | 0.34% | 679 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Archer Investment Corp | History | Reduced | 11,414 | 899 | 0.2% | 0.21% | 680 | -438 | -3.7% | Q4 2025 | Jan 30, 2026 |
| Acorn Wealth Advisors, LLC | History | Added to | 11,261 | 887 | 0.26% | 0.27% | 681 | +416 | 3.84% | Q4 2025 | Feb 10, 2026 |
| Americana Partners, LLC | History | Added to | 11,242 | 885 | 0.02% | 0.02% | 682 | +2,034 | 22.09% | Q4 2025 | Feb 06, 2026 |
| MBL Wealth, LLC | History | Reduced | 11,235 | 885 | 0.07% | 0.08% | 683 | -775 | -6.45% | Q4 2025 | Jan 21, 2026 |
| Powers Advisory Group, LLC | History | Reduced | 11,232 | 885 | 0.33% | 0.36% | 684 | -170 | -1.49% | Q4 2025 | Jan 22, 2026 |
| Opus Capital Group, LLC | History | No change | 11,095 | 874 | 0.09% | 0.1% | 685 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| UNITED BANK | History | No change | 11,034 | 869 | 0.11% | 0.1% | 686 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 10,985 | 865 | 0.0% | 0.0% | 687 | -298 | -2.64% | Q4 2025 | Feb 10, 2026 |
| CUMBERLAND ADVISORS INC | History | Added to | 10,970 | 864 | 0.33% | 0.3% | 688 | +900 | 8.94% | Q4 2025 | Feb 02, 2026 |
| My Personal CFO, LLC | History | Reduced | 10,951 | 863 | 0.36% | 3.03% | 689 | -88,071 | -88.94% | Q4 2025 | Jan 15, 2026 |
| Amicus Financial Advisors, LLC | History | New | 10,925 | 860 | 0.24% | — | 690 | +10,925 | New | Q4 2025 | Mar 02, 2026 |
| Archford Capital Strategies, LLC | History | Reduced | 10,813 | 852 | 0.1% | 0.11% | 691 | -760 | -6.57% | Q4 2025 | Jan 15, 2026 |
| Loudon Investment Management, LLC | History | Reduced | 10,801 | 851 | 0.44% | 0.45% | 692 | -15 | -0.14% | Q4 2025 | Feb 12, 2026 |
| ANDREWS, LUCIA WEALTH MANAGEMENT LLC | History | Reduced | 10,737 | 846 | 0.5% | 0.59% | 693 | -1,678 | -13.52% | Q4 2025 | Jan 26, 2026 |
| Prospera Financial Services Inc | History | Reduced | 10,698 | 844 | 0.01% | 0.01% | 694 | -276 | -2.52% | Q4 2025 | Feb 09, 2026 |
| Gradient Capital Advisors, LLC | History | Added to | 10,666 | 840 | 0.22% | 0.2% | 695 | +1,411 | 15.25% | Q4 2025 | Feb 06, 2026 |
| RED CEDAR INVESTMENT MANAGEMENT, LLC | History | No change | 10,560 | 832 | 0.09% | 0.1% | 696 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Zhang Financial LLC | History | Added to | 10,503 | 827 | 0.03% | 0.02% | 697 | +3,932 | 59.84% | Q4 2025 | Feb 10, 2026 |
| MARIPAU WEALTH MANAGEMENT LLC | History | Reduced | 10,501 | 827 | 0.38% | 0.42% | 698 | -198 | -1.85% | Q4 2025 | Feb 17, 2026 |
| BARRETT & COMPANY, INC. | History | Reduced | 10,410 | 820 | 0.27% | 0.28% | 699 | -82 | -0.78% | Q4 2025 | Jan 28, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 10,381 | 818 | 0.13% | 0.0% | 700 | +10,262 | 8623.53% | Q4 2025 | Feb 02, 2026 |
| Hillcrest Wealth Advisors - NY, LLC | History | Reduced | 10,374 | 817 | 0.35% | 0.39% | 701 | -500 | -4.6% | Q4 2025 | Jan 12, 2026 |
| Center For Asset Management LLC | History | Added to | 10,360 | 816 | 0.43% | 0.42% | 702 | +405 | 4.07% | Q4 2025 | Jan 21, 2026 |
| HBE Wealth Management, LLC | History | New | 10,294 | 811 | 0.76% | — | 704 | +10,294 | New | Q4 2025 | Jan 20, 2026 |
| Principia Wealth Advisory, LLC | History | Added to | 10,292 | 811 | 0.51% | 0.5% | 703 | +1,167 | 12.79% | Q4 2025 | Feb 10, 2026 |
| Cooper Financial Group | History | Reduced | 10,277 | 809 | 0.09% | 0.1% | 705 | -1,303 | -11.25% | Q4 2025 | Jan 08, 2026 |
| GC Wealth Management RIA, LLC | History | Added to | 10,224 | 805 | 0.03% | 0.02% | 707 | +1,587 | 18.37% | Q4 2025 | Jan 30, 2026 |
| Fiera Capital Corp | History | Added to | 10,215 | 805 | 0.0% | 0.0% | 706 | +452 | 4.63% | Q4 2025 | Feb 11, 2026 |
| Curi Capital, LLC | History | Added to | 10,060 | 792 | 0.01% | 0.01% | 708 | +1,450 | 16.84% | Q4 2025 | Feb 17, 2026 |
| Narus Financial Partners, LLC | History | Reduced | 9,850 | 776 | 0.21% | 0.22% | 709 | -375 | -3.67% | Q4 2025 | Feb 09, 2026 |
| DAVIDSON TRUST CO | History | Added to | 9,834 | 774 | 0.32% | 0.3% | 710 | +670 | 7.31% | Q4 2025 | Jan 27, 2026 |
| SAM Advisors, LLC | History | Added to | 9,773 | 770 | 0.24% | 0.25% | 711 | +47 | 0.48% | Q4 2025 | Feb 12, 2026 |
| ProVise Management Group, LLC | History | Reduced | 9,742 | 767 | 0.05% | 0.06% | 712 | -338 | -3.35% | Q4 2025 | Jan 29, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | Added to | 9,694 | 763 | 0.04% | 0.06% | 713 | +276 | 2.93% | Q4 2025 | Feb 09, 2026 |
| Rock Point Advisors, LLC | History | Added to | 9,565 | 753 | 0.19% | 0.19% | 714 | +500 | 5.52% | Q4 2025 | Feb 04, 2026 |
| Asset Management Group, Inc. | History | Added to | 9,567 | 753 | 0.12% | 0.12% | 715 | +95 | 1.0% | Q4 2025 | Feb 17, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | Added to | 9,528 | 750 | 0.03% | 0.03% | 716 | +307 | 3.33% | Q4 2025 | Jan 16, 2026 |
| Lighthouse Wealth Management Inc. | History | Reduced | 9,523 | 750 | 0.51% | 0.62% | 717 | -224 | -2.3% | Q4 2025 | Jan 15, 2026 |
| MAINSAIL ASSET MANAGEMENT, LLC | History | Reduced | 9,480 | 747 | 0.32% | 0.38% | 718 | -1,510 | -13.74% | Q4 2025 | Feb 05, 2026 |
| Crabel Capital Management, LLC | History | Added to | 9,467 | 746 | 0.56% | 0.26% | 720 | +5,781 | 156.84% | Q4 2025 | Feb 17, 2026 |
| COURIER CAPITAL LLC | History | Added to | 9,470 | 746 | 0.04% | 0.04% | 719 | +223 | 2.41% | Q4 2025 | Jan 29, 2026 |
| AMG National Trust Bank | History | Reduced | 9,459 | 745 | 0.02% | 0.02% | 721 | -930 | -8.95% | Q4 2025 | Jan 30, 2026 |
| ABLE Financial Group, LLC | History | Reduced | 9,462 | 745 | 0.15% | 0.17% | 722 | -507 | -5.09% | Q4 2025 | Jan 23, 2026 |
| Van Cleef Asset Management,Inc | History | Added to | 9,423 | 742 | 0.08% | 0.07% | 723 | +143 | 1.54% | Q4 2025 | Feb 09, 2026 |
| REAP Financial Group, LLC | History | Reduced | 9,357 | 737 | 0.15% | 0.18% | 725 | -1,252 | -11.8% | Q4 2025 | Feb 10, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 9,360 | 737 | 0.02% | 0.02% | 724 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| REGIONS FINANCIAL CORP | History | New | 9,281 | 731 | 0.0% | — | 726 | +9,281 | New | Q4 2025 | Jan 27, 2026 |
| Physician Wealth Solutions Inc. | History | No change | 9,245 | 728 | 0.31% | 0.32% | 727 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Reduced | 9,221 | 726 | 0.0% | 0.0% | 728 | -251 | -2.65% | Q4 2025 | Feb 17, 2026 |
| American Institute for Advanced Investment Management, LLP | History | Added to | 9,153 | 721 | 0.46% | 0.46% | 729 | +200 | 2.23% | Q4 2025 | Feb 04, 2026 |
| Ballast Financial Advisors LLC | History | New | 9,084 | 715 | 0.74% | — | 730 | +9,084 | New | Q4 2025 | Feb 17, 2026 |
| Accelerate Investment Advisors LLC | History | Reduced | 9,072 | 714 | 0.48% | 0.54% | 731 | -978 | -9.73% | Q4 2025 | Jan 12, 2026 |
| Reyes Financial Architecture, Inc. | History | Reduced | 9,026 | 711 | 0.43% | 0.49% | 733 | -90 | -0.99% | Q4 2025 | Jan 26, 2026 |
| Chico Wealth RIA | History | Added to | 9,023 | 711 | 0.46% | 0.48% | 732 | +9 | 0.1% | Q4 2025 | Feb 10, 2026 |
| Wealth Forward, LLC | History | Reduced | 9,001 | 709 | 0.4% | 0.42% | 734 | -102 | -1.12% | Q4 2025 | Jan 30, 2026 |
| SHUTTLEWORTH & Co | History | Added to | 8,936 | 704 | 0.64% | 0.55% | 735 | +1,309 | 17.16% | Q4 2025 | Feb 13, 2026 |
| Gridiron Partners, LLC | History | Reduced | 8,794 | 693 | 0.39% | 0.39% | 736 | -10,658 | -54.79% | Q4 2025 | Jan 08, 2026 |
| Disciplined Investments, LLC | History | Reduced | 8,790 | 692 | 0.27% | 0.3% | 737 | -701 | -7.39% | Q4 2025 | Feb 05, 2026 |
| BCS Private Wealth Management, Inc. | History | Added to | 8,780 | 691 | 0.24% | 0.21% | 738 | +1,247 | 16.55% | Q4 2025 | Jan 26, 2026 |
| FSA Investment Group, LLC | History | Added to | 8,766 | 690 | 0.42% | 0.43% | 739 | +23 | 0.26% | Q4 2025 | Jan 13, 2026 |
| AMARA FINANCIAL, LLC. | History | Added to | 8,739 | 688 | 0.48% | 0.41% | 740 | +1,632 | 22.96% | Q4 2025 | Feb 03, 2026 |
| ELEVATUS WELATH MANAGEMENT | History | Reduced | 8,739 | 688 | 0.19% | 0.2% | 741 | -101 | -1.14% | Q4 2025 | Jan 14, 2026 |
| BESSEMER GROUP INC | History | No change | 8,723 | 687 | 0.0% | 0.0% | 742 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Alhambra Investment Management LLC | History | Added to | 8,644 | 681 | 0.32% | 0.32% | 743 | +125 | 1.47% | Q4 2025 | Jan 15, 2026 |
| Buck Wealth Strategies, LLC | History | Reduced | 8,584 | 676 | 0.09% | 0.11% | 744 | -1,177 | -12.06% | Q4 2025 | Feb 03, 2026 |
| HCR Wealth Advisors | History | Added to | 8,544 | 673 | 0.07% | 0.07% | 745 | +18 | 0.21% | Q4 2025 | Jan 27, 2026 |
| International Private Wealth Advisors LLC | History | Added to | 8,480 | 668 | 0.42% | 0.42% | 746 | +6 | 0.07% | Q4 2025 | Jan 14, 2026 |
| Tumwater Wealth Management, LLC | History | Added to | 8,421 | 663 | 0.27% | 0.28% | 747 | +388 | 4.83% | Q4 2025 | Jan 29, 2026 |
| TIEMANN INVESTMENT ADVISORS, LLC | History | Reduced | 8,318 | 655 | 0.25% | 0.25% | 748 | -100 | -1.19% | Q4 2025 | Feb 13, 2026 |
| Sandy Cove Advisors, LLC | History | Reduced | 8,251 | 650 | 0.19% | 0.27% | 751 | -2,476 | -23.08% | Q4 2025 | Feb 09, 2026 |
| Shore Point Advisors, LLC | History | Added to | 8,248 | 650 | 0.28% | 0.28% | 750 | +333 | 4.21% | Q4 2025 | Jan 23, 2026 |
| SCS Capital Management LLC | History | No change | 8,260 | 650 | 0.01% | 0.01% | 749 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | New | 8,133 | 640 | 0.05% | — | 752 | +8,133 | New | Q4 2025 | Feb 12, 2026 |
| Eagle Strategies LLC | History | Reduced | 8,090 | 637 | 0.08% | 0.09% | 753 | -169 | -2.05% | Q4 2025 | Jan 23, 2026 |
| Team Financial Group, LLC | History | Added to | 8,076 | 636 | 0.29% | 0.29% | 754 | +242 | 3.09% | Q4 2025 | Jan 13, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 8,050 | 634 | 0.05% | 0.05% | 755 | +860 | 11.96% | Q4 2025 | Feb 04, 2026 |
| Keudell/Morrison Wealth Management | History | New | 8,023 | 632 | 0.13% | — | 756 | +8,023 | New | Q4 2025 | Feb 06, 2026 |
| GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. | History | New | 7,932 | 625 | 0.5% | — | 757 | +7,932 | New | Q4 2025 | Feb 12, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | New | 7,896 | 622 | 0.0% | — | 758 | +7,896 | New | Q4 2025 | Feb 17, 2026 |
| Harfst & Associates, Inc. | History | New | 7,893 | 622 | 0.11% | — | 759 | +7,893 | New | Q4 2025 | Feb 10, 2026 |
| Minot DeBlois Advisors LLC | History | Added to | 7,740 | 609 | 0.55% | 0.51% | 760 | +609 | 8.54% | Q4 2025 | Feb 13, 2026 |
| Maridea Wealth Management LLC | History | Reduced | 7,712 | 607 | 0.09% | 0.1% | 761 | -228 | -2.87% | Q4 2025 | Jan 08, 2026 |
| SRH ADVISORS, LLC | History | Reduced | 7,695 | 606 | 0.17% | 0.18% | 762 | -305 | -3.81% | Q4 2025 | Jan 21, 2026 |
| RIA Advisory Group LLC | History | Reduced | 7,681 | 605 | 0.15% | 0.17% | 763 | -818 | -9.62% | Q4 2025 | Feb 02, 2026 |
| BURNEY CO/ | History | Reduced | 7,661 | 603 | 0.02% | 0.02% | 764 | -1,656 | -17.77% | Q4 2025 | Jan 23, 2026 |
| Legacy Financial Advisors, Inc. | History | New | 7,634 | 601 | 0.08% | — | 765 | +7,634 | New | Q4 2025 | Feb 04, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | Added to | 7,603 | 599 | 0.09% | 0.08% | 766 | +751 | 10.96% | Q4 2025 | Feb 03, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 7,592 | 598 | 0.01% | 0.01% | 767 | -1,407 | -15.64% | Q4 2025 | Feb 09, 2026 |
| ARGUS INVESTORS' COUNSEL, INC. | History | No change | 7,586 | 597 | 0.48% | 0.48% | 768 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Drucker Wealth 3.0, LLC | History | Reduced | 7,564 | 596 | 0.1% | 0.18% | 769 | -4,975 | -39.68% | Q4 2025 | Feb 03, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 7,553 | 595 | 0.0% | 0.0% | 770 | +1,570 | 26.24% | Q4 2025 | Feb 11, 2026 |
| HORIZON KINETICS ASSET MANAGEMENT LLC | History | No change | 7,478 | 589 | 0.01% | 0.01% | 771 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | New | 7,426 | 585 | 0.1% | — | 773 | +7,426 | New | Q4 2025 | Feb 12, 2026 |
| Cauble & Harre Wealth Management, Inc. | History | New | 7,425 | 585 | 0.49% | — | 772 | +7,425 | New | Q4 2025 | Feb 05, 2026 |
| Willis Johnson & Associates, Inc. | History | Added to | 7,396 | 582 | 0.04% | 0.03% | 774 | +240 | 3.35% | Q4 2025 | Jan 22, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | Reduced | 7,369 | 580 | 0.14% | 0.15% | 775 | -184 | -2.44% | Q4 2025 | Jan 23, 2026 |
| Canvas Wealth Advisors, LLC | History | Added to | 7,348 | 579 | 0.1% | 0.1% | 776 | +150 | 2.08% | Q4 2025 | Jan 12, 2026 |
| Montecito Bank & Trust | History | Reduced | 7,313 | 576 | 0.09% | 0.21% | 777 | -9,440 | -56.35% | Q4 2025 | Jan 09, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 7,314 | 576 | 0.05% | 0.03% | 778 | +2,449 | 50.34% | Q4 2025 | Feb 13, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 7,306 | 575 | 0.05% | 0.05% | 779 | +361 | 5.2% | Q4 2025 | Jan 23, 2026 |
| Gibraltar Capital Management, Inc. | History | Added to | 7,285 | 574 | 0.1% | 0.1% | 781 | +30 | 0.41% | Q4 2025 | Feb 02, 2026 |
| SNS Financial Group, LLC | History | No change | 7,295 | 574 | 0.05% | 0.05% | 780 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Fisher Asset Management, LLC | History | Added to | 7,268 | 572 | 0.0% | 0.0% | 782 | +3,031 | 71.54% | Q4 2025 | Feb 09, 2026 |
| Brookmont Capital Management | History | Added to | 7,172 | 565 | 0.33% | 0.31% | 783 | +24 | 0.34% | Q4 2025 | Feb 10, 2026 |
| Dynasty Wealth Management, LLC | History | Reduced | 7,140 | 562 | 0.01% | 0.01% | 784 | -4,879 | -40.59% | Q4 2025 | Feb 10, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 7,141 | 562 | 0.0% | 0.0% | 785 | -85 | -1.18% | Q4 2025 | Feb 12, 2026 |
| Trilogy Capital Inc. | History | No change | 7,084 | 558 | 0.02% | 0.03% | 786 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Rothschild Wealth LLC | History | Reduced | 7,055 | 556 | 0.05% | 0.13% | 787 | -438 | -5.85% | Q4 2025 | Feb 17, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 7,018 | 553 | 0.01% | 0.01% | 788 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Pine Valley Investments Ltd Liability Co | History | Added to | 7,016 | 552 | 0.03% | 0.03% | 789 | +228 | 3.36% | Q4 2025 | Feb 13, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | Added to | 6,992 | 551 | 0.0% | 0.0% | 790 | +139 | 2.03% | Q4 2025 | Feb 17, 2026 |
| Centennial Advisors, LLC | History | New | 6,971 | 549 | 0.71% | — | 793 | +6,971 | New | Q4 2025 | Jan 22, 2026 |
| CAPITAL INSIGHT PARTNERS, LLC | History | Reduced | 6,974 | 549 | 0.12% | 0.13% | 791 | -2,863 | -29.1% | Q4 2025 | Feb 17, 2026 |
| SpringVest Wealth Management LLC | History | Reduced | 6,975 | 549 | 0.38% | 0.46% | 794 | -877 | -11.17% | Q4 2025 | Jan 23, 2026 |
| TECTONIC ADVISORS LLC | History | No change | 6,970 | 549 | 0.03% | 0.03% | 792 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| CogentBlue Wealth Advisors, LLC | History | Reduced | 6,949 | 547 | 0.37% | 0.77% | 795 | -7,457 | -51.76% | Q4 2025 | Jan 16, 2026 |
| McLaughlin Asset Management, Inc. | History | New | 6,946 | 547 | 0.49% | — | 796 | +6,946 | New | Q4 2025 | Feb 20, 2026 |
| DUTCH ASSET Corp | History | New | 6,944 | 547 | 0.42% | — | 797 | +6,944 | New | Q4 2025 | Mar 11, 2026 |
| Samalin Investment Counsel, LLC | History | New | 6,929 | 546 | 0.19% | — | 798 | +6,929 | New | Q4 2025 | Jan 30, 2026 |
| Redwood Investment Management, LLC | History | Reduced | 6,925 | 546 | 0.06% | 0.07% | 799 | -785 | -10.18% | Q4 2025 | Feb 17, 2026 |
| CHATHAM CAPITAL GROUP, INC. | History | Reduced | 6,914 | 544 | 0.08% | 0.08% | 800 | -45 | -0.65% | Q4 2025 | Jan 14, 2026 |