VANGUARD BOND INDEX FUNDS - BSV
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
| Capital Investment Management, Inc. | History | New | 92,212 | 7,267 | 2.54% | — | 270 | +92,212 | New | Q4 2025 | Apr 10, 2026 |
| Fortis Advisors, LLC | History | Added to | 91,530 | 7,213 | 3.91% | 4.02% | 271 | +1,046 | 1.16% | Q4 2025 | Feb 10, 2026 |
| Uptown Financial Advisors LLC | History | Added to | 90,876 | 7,161 | 5.13% | 5.28% | 272 | +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% | 273 | +56,087 | 165.16% | Q4 2025 | Feb 11, 2026 |
| Echo45 Advisors LLC | History | Reduced | 89,936 | 7,087 | 4.04% | 7.08% | 274 | -63,214 | -41.28% | Q4 2025 | Feb 06, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 89,856 | 7,081 | 0.11% | 0.11% | 275 | +6,131 | 7.32% | Q4 2025 | Feb 12, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | Added to | 88,844 | 7,001 | 2.26% | 0.23% | 276 | +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% | 277 | +44,231 | 100.97% | Q4 2025 | Feb 10, 2026 |
| WBH ADVISORY INC | History | Reduced | 88,012 | 6,936 | 0.51% | 0.56% | 278 | -4,496 | -4.86% | Q4 2025 | Jan 26, 2026 |
| Rathbones Group PLC | History | Added to | 86,802 | 6,840 | 0.03% | 0.03% | 279 | +4,324 | 5.24% | Q4 2025 | Feb 06, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 86,459 | 6,816 | 0.01% | 0.01% | 280 | +32,795 | 61.11% | Q4 2025 | Feb 05, 2026 |
| Regal Investment Advisors LLC | History | Added to | 86,276 | 6,799 | 0.41% | 0.44% | 281 | +534 | 0.62% | Q4 2025 | Feb 17, 2026 |
| Ellevest, Inc. | History | Added to | 86,017 | 6,779 | 0.94% | 0.93% | 282 | +3,143 | 3.79% | Q4 2025 | Feb 10, 2026 |
| Pines Wealth Management, LLC | History | Added to | 85,956 | 6,774 | 2.19% | 2.22% | 283 | +2,492 | 2.99% | Q4 2025 | Feb 02, 2026 |
| Parallel Advisors, LLC | History | Reduced | 85,918 | 6,771 | 0.12% | 0.13% | 284 | -1,142 | -1.31% | Q4 2025 | Feb 11, 2026 |
| INVESTMENT PARTNERS, LTD. | History | Added to | 84,871 | 6,688 | 2.34% | 2.14% | 285 | +7,663 | 9.93% | Q4 2025 | Feb 10, 2026 |
| Central Pacific Bank - Trust Division | History | Reduced | 84,724 | 6,677 | 0.82% | 0.85% | 286 | -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% | 287 | +8,416 | 6.46% | Q4 2025 | Feb 11, 2026 |
| Sunesis Advisors, LLC | History | Added to | 84,462 | 6,656 | 3.01% | 3.02% | 288 | +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% | 289 | +48,640 | 137.25% | Q4 2025 | Feb 17, 2026 |
| Bath Savings Trust Co | History | Added to | 82,904 | 6,533 | 0.65% | 0.54% | 290 | +13,841 | 20.04% | Q4 2025 | Jan 12, 2026 |
| Merit Financial Group, LLC | History | Reduced | 81,943 | 6,457 | 0.05% | 0.06% | 291 | -1,080 | -1.3% | Q4 2025 | Jan 26, 2026 |
| BLUESTEM FINANCIAL ADVISORS, LLC | History | Reduced | 81,722 | 6,440 | 2.49% | 2.53% | 292 | -222 | -0.27% | Q4 2025 | Jan 21, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Reduced | 81,066 | 6,388 | 0.5% | 0.53% | 293 | -2,351 | -2.82% | Q4 2025 | Jan 23, 2026 |
| Slow Capital, Inc. | History | Added to | 81,021 | 6,385 | 0.76% | 0.61% | 294 | +15,476 | 23.61% | Q4 2025 | Jan 26, 2026 |
| PCG ASSET MANAGEMENT, LLC | History | Added to | 78,500 | 6,265 | 5.0% | 4.91% | 295 | +946 | 1.22% | Q4 2025 | Feb 12, 2026 |
| SFAM, LLC | History | New | 78,741 | 6,205 | 5.67% | — | 296 | +78,741 | New | Q4 2025 | Feb 12, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Added to | 78,645 | 6,198 | 0.39% | 0.4% | 297 | +271 | 0.35% | Q4 2025 | Jan 23, 2026 |
| Arcataur Capital Management LLC | History | Reduced | 78,120 | 6,156 | 1.76% | 1.83% | 298 | -993 | -1.26% | Q4 2025 | Jan 27, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 77,457 | 6,104 | 0.12% | 0.13% | 299 | +4,292 | 5.87% | Q4 2025 | Feb 09, 2026 |
| Compass Financial Group, Inc. (Ohio) | History | New | 77,361 | 6,096 | 4.46% | — | 300 | +77,361 | New | Q4 2025 | Mar 04, 2026 |
| Elevated Capital Advisors, LLC | History | Reduced | 77,306 | 6,092 | 1.42% | 1.56% | 301 | -2,355 | -2.96% | Q4 2025 | Jan 27, 2026 |
| BANK OF HAWAII | History | Added to | 77,285 | 6,090 | 0.3% | 0.29% | 302 | +3,423 | 4.63% | Q4 2025 | Mar 03, 2026 |
| Kathmere Capital Management, LLC | History | Added to | 76,840 | 6,055 | 0.41% | 0.39% | 303 | +7,107 | 10.19% | Q4 2025 | Jan 13, 2026 |
| Financial Plan, Inc. | History | New | 76,734 | 6,047 | 0.69% | — | 304 | +76,734 | New | Q4 2025 | Jan 28, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 74,564 | 5,876 | 0.12% | 0.14% | 305 | -2,229 | -2.9% | Q4 2025 | Feb 03, 2026 |
| Cranbrook Wealth Management, LLC | History | Reduced | 74,073 | 5,837 | 1.15% | 1.2% | 306 | -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% | 307 | +4,250 | 6.11% | Q4 2025 | Feb 12, 2026 |
| MARQUETTE ASSOCIATES, INC. | History | No change | 73,690 | 5,807 | 7.44% | 6.99% | 308 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Compound Planning, Inc. | History | Reduced | 73,608 | 5,801 | 0.17% | 0.2% | 309 | -6,527 | -8.15% | Q4 2025 | Feb 19, 2026 |
| Darrow Company, Inc. | History | Added to | 73,410 | 5,785 | 2.6% | 2.63% | 310 | +1,859 | 2.6% | Q4 2025 | Jan 27, 2026 |
| Prosperity Consulting Group, LLC | History | Added to | 73,188 | 5,767 | 0.26% | 0.26% | 311 | +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% | 312 | +888 | 1.24% | Q4 2025 | Jan 28, 2026 |
| BancFirst Trust & Investment Management | History | Added to | 72,345 | 5,705 | 2.35% | 2.17% | 313 | +156 | 0.22% | Q4 2025 | Jan 05, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 72,164 | 5,687 | 0.21% | 0.02% | 314 | +69,033 | 2204.82% | Q4 2025 | Feb 04, 2026 |
| IFG Advisory, LLC | History | Added to | 71,398 | 5,626 | 0.25% | 0.25% | 315 | +2,176 | 3.14% | Q4 2025 | Feb 10, 2026 |
| Pacific Park Financial, Inc. | History | New | 70,967 | 5,592 | 3.49% | — | 316 | +70,967 | New | Q4 2025 | Jan 30, 2026 |
| Retirement Wealth Solutions LLC | History | Added to | 70,577 | 5,562 | 3.51% | 3.56% | 317 | +1,871 | 2.72% | Q4 2025 | Jan 07, 2026 |
| KANAWHA CAPITAL MANAGEMENT LLC | History | Added to | 70,500 | 5,556 | 0.38% | 0.38% | 318 | +559 | 0.8% | Q4 2025 | Jan 28, 2026 |
| Prosperity Planning, Inc. | History | Added to | 69,941 | 5,512 | 1.44% | 1.48% | 319 | +318 | 0.46% | Q4 2025 | Jan 14, 2026 |
| Belleair Asset Management, LLC | History | New | 69,676 | 5,491 | 5.23% | — | 320 | +69,676 | New | Q4 2025 | Jan 30, 2026 |
| Bull Oak Capital, LLC | History | Added to | 69,044 | 5,441 | 2.22% | 2.2% | 321 | +3,439 | 5.24% | Q4 2025 | Feb 02, 2026 |
| Arrowroot Family Office, LLC | History | Added to | 68,032 | 5,361 | 1.95% | 2.07% | 322 | +2,357 | 3.59% | Q4 2025 | Feb 11, 2026 |
| Manuka Financial, LLC | History | Reduced | 67,547 | 5,323 | 3.3% | 3.6% | 323 | -5,846 | -7.97% | Q4 2025 | Jan 28, 2026 |
| Integrity Investment Advisors, LLC | History | Added to | 66,792 | 5,263 | 2.9% | 3.35% | 324 | +2,729 | 4.26% | Q4 2025 | Feb 13, 2026 |
| OMNI 360 Wealth, Inc. | History | Added to | 66,210 | 5,221 | 2.67% | 2.78% | 325 | +3,371 | 5.36% | Q4 2025 | Jan 29, 2026 |
| Consilium Wealth Advisory, LLC | History | Added to | 65,985 | 5,200 | 1.92% | 1.91% | 326 | +3,184 | 5.07% | Q4 2025 | Jan 26, 2026 |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | History | Reduced | 64,944 | 5,118 | 1.11% | 1.16% | 327 | -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% | 328 | +183 | 0.28% | Q4 2025 | Feb 23, 2026 |
| Integrated Advisors Network LLC | History | Added to | 64,316 | 5,068 | 0.22% | 0.21% | 329 | +966 | 1.52% | Q4 2025 | Feb 17, 2026 |
| Cooke Wealth Management, LLC | History | New | 63,214 | 4,985 | 4.35% | — | 330 | +63,214 | New | Q4 2025 | Jan 21, 2026 |
| Financial Gravity Asset Management, Inc. | History | Added to | 62,989 | 4,964 | 0.96% | 0.96% | 331 | +1,374 | 2.23% | Q4 2025 | Feb 13, 2026 |
| BOSTON FAMILY OFFICE LLC | History | Added to | 62,941 | 4,960 | 0.31% | 0.3% | 332 | +2,453 | 4.06% | Q4 2025 | Feb 13, 2026 |
| Valpey Financial Services, LLC | History | Added to | 61,662 | 4,859 | 3.1% | 3.09% | 333 | +1,812 | 3.03% | Q4 2025 | Mar 04, 2026 |
| BIP Wealth, LLC | History | Added to | 61,609 | 4,855 | 0.17% | 0.2% | 334 | +10,300 | 20.07% | Q4 2025 | Jan 21, 2026 |
| Fonville Wealth Management LLC | History | Reduced | 61,545 | 4,850 | 0.99% | 1.1% | 335 | -266 | -0.43% | Q4 2025 | Jan 23, 2026 |
| Ferguson Johnson Wealth Management Inc | History | New | 60,728 | 4,785 | 3.98% | — | 336 | +60,728 | New | Q4 2025 | Feb 06, 2026 |
| Centennial Bank/AR/ | History | Added to | 60,715 | 4,784 | 1.9% | 1.79% | 337 | +3,105 | 5.39% | Q4 2025 | Feb 17, 2026 |
| BHK Investment Advisors, LLC | History | Added to | 60,509 | 4,768 | 1.57% | 1.52% | 338 | +8,773 | 16.96% | Q4 2025 | Feb 03, 2026 |
| Somnio Financial Group, LLC | History | Added to | 60,460 | 4,764 | 3.15% | 3.15% | 339 | +1,634 | 2.78% | Q4 2025 | Jan 08, 2026 |
| Karpus Management, Inc. | History | Added to | 60,295 | 4,751 | 0.15% | 0.15% | 340 | +575 | 0.96% | Q4 2025 | Feb 17, 2026 |
| Pathstone Holdings, LLC | History | New | 59,168 | 4,663 | 0.02% | — | 341 | +59,168 | New | Q4 2025 | Feb 13, 2026 |
| Gladwyn Financial Advisors, Inc. | History | Added to | 59,177 | 4,663 | 3.28% | 3.23% | 342 | +2,130 | 3.73% | Q4 2025 | Jan 08, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 59,093 | 4,658 | 0.04% | — | 343 | +59,093 | New | Q4 2025 | Feb 18, 2026 |
| WELCH & FORBES LLC | History | Added to | 58,991 | 4,649 | 0.06% | 0.03% | 344 | +29,712 | 101.48% | Q4 2025 | Feb 10, 2026 |
| FineMark National Bank & Trust | History | Reduced | 58,877 | 4,640 | 0.14% | 0.16% | 345 | -2,967 | -4.8% | Q4 2025 | Feb 12, 2026 |
| Wealthfront Advisers LLC | History | Added to | 58,606 | 4,618 | 0.01% | 0.01% | 346 | +17,732 | 43.38% | Q4 2025 | Jan 30, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 58,205 | 4,587 | 0.08% | 0.1% | 347 | -5,363 | -8.44% | Q4 2025 | Jan 16, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | Added to | 57,688 | 4,546 | 0.13% | 0.13% | 348 | +2,218 | 4.0% | Q4 2025 | Feb 13, 2026 |
| Neumann Capital Management, LLC | History | Reduced | 57,462 | 4,528 | 1.31% | 1.35% | 349 | -888 | -1.52% | Q4 2025 | Jan 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 57,388 | 4,522 | 0.0% | 0.0% | 350 | +33,830 | 143.6% | Q4 2025 | Feb 17, 2026 |
| FIDELIS iM, LLC | History | Reduced | 56,879 | 4,482 | 1.74% | 3.44% | 351 | -10,752 | -15.9% | Q4 2025 | Jan 23, 2026 |
| DBK Financial Counsel, LLC | History | Added to | 56,654 | 4,464 | 3.43% | 2.94% | 352 | +12,307 | 27.75% | Q4 2025 | Jan 26, 2026 |
| Mills Wealth Advisors LLC | History | Reduced | 56,563 | 4,457 | 1.76% | 1.88% | 353 | -2,157 | -3.67% | Q4 2025 | Jan 27, 2026 |
| SageView Advisory Group, LLC | History | Added to | 56,507 | 4,453 | 0.15% | 0.15% | 354 | +270 | 0.48% | Q4 2025 | Feb 17, 2026 |
| STERLING INVESTMENT MANAGEMENT, LLC | History | Added to | 55,849 | 4,401 | 2.5% | 2.59% | 355 | +1,177 | 2.15% | Q4 2025 | Feb 03, 2026 |
| BFSG, LLC | History | Added to | 55,294 | 4,357 | 0.42% | 0.42% | 356 | +741 | 1.36% | Q4 2025 | Jan 22, 2026 |
| Courage Miller Partners, LLC | History | Added to | 54,865 | 4,323 | 1.3% | 1.28% | 357 | +583 | 1.07% | Q4 2025 | Jan 26, 2026 |
| TI-TRUST, INC | History | Added to | 54,247 | 4,275 | 2.64% | 2.67% | 358 | +399 | 0.74% | Q4 2025 | Jan 23, 2026 |
| Haverford Trust Co | History | Added to | 53,970 | 4,253 | 0.04% | 0.04% | 359 | +660 | 1.24% | Q4 2025 | Feb 13, 2026 |
| Infinity Wealth Counsel, LLC | History | Added to | 53,474 | 4,214 | 3.84% | 3.61% | 360 | +6,287 | 13.32% | Q4 2025 | Jan 15, 2026 |
| Wealth Architects, LLC | History | Added to | 53,467 | 4,213 | 0.38% | 0.4% | 361 | +51 | 0.1% | Q4 2025 | Feb 17, 2026 |
| Connecticut Wealth Management, LLC | History | Reduced | 52,802 | 4,161 | 0.18% | 0.22% | 362 | -9,085 | -14.68% | Q4 2025 | Feb 12, 2026 |
| Sterling Financial Planning, Inc. | History | Added to | 52,664 | 4,150 | 1.25% | 1.26% | 363 | +1,894 | 3.73% | Q4 2025 | Jan 27, 2026 |
| SIGNAL TREE FINANCIAL PARTNERS LLC | History | Reduced | 52,593 | 4,144 | 3.16% | 4.19% | 364 | -14,464 | -21.57% | Q4 2025 | Feb 17, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 52,407 | 4,130 | 0.1% | 0.11% | 365 | -916 | -1.72% | Q4 2025 | Jan 29, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 52,098 | 4,105 | 0.0% | 0.0% | 366 | -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% | 367 | +1,538 | 3.05% | Q4 2025 | Feb 17, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 51,226 | 4,037 | 0.26% | 0.27% | 368 | +934 | 1.86% | Q4 2025 | Jan 23, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 50,797 | 4,003 | 0.1% | 0.0% | 369 | +48,697 | 2318.9% | Q4 2025 | Feb 17, 2026 |
| HB Wealth Management, LLC | History | Added to | 50,755 | 4,000 | 0.03% | 0.02% | 370 | +16,109 | 46.5% | Q4 2025 | Jan 28, 2026 |
| DGS Capital Management, LLC | History | Added to | 50,739 | 3,998 | 0.68% | 0.61% | 371 | +8,477 | 20.06% | Q4 2025 | Feb 24, 2026 |
| AGF MANAGEMENT LTD | History | Reduced | 50,575 | 3,985 | 0.02% | 0.02% | 372 | -475 | -0.93% | Q4 2025 | Feb 17, 2026 |
| HOHIMER WEALTH MANAGEMENT, LLC | History | Reduced | 50,230 | 3,958 | 0.53% | 0.61% | 373 | -4,646 | -8.47% | Q4 2025 | Feb 12, 2026 |
| Rockbridge Investment Management, LCC | History | Reduced | 49,893 | 3,932 | 0.37% | 0.42% | 374 | -3,960 | -7.35% | Q4 2025 | Feb 04, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 49,769 | 3,922 | 0.71% | 0.06% | 375 | +1,389 | 2.87% | Q4 2025 | Mar 04, 2026 |
| Sigma Planning Corp | History | Added to | 49,694 | 3,915 | 0.11% | 0.11% | 376 | +1,092 | 2.25% | Q4 2025 | Jan 30, 2026 |
| Strategic Investment Advisors / MI | History | Added to | 49,607 | 3,909 | 0.34% | 0.36% | 377 | +17,484 | 54.43% | Q4 2025 | Feb 17, 2026 |
| FLC Capital Advisors | History | Added to | 49,266 | 3,882 | 0.72% | 0.73% | 378 | +1,814 | 3.82% | Q4 2025 | Feb 11, 2026 |
| Global Retirement Partners, LLC | History | Added to | 49,219 | 3,878 | 0.07% | 0.08% | 379 | +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% | 380 | +16,996 | 53.49% | Q4 2025 | Jan 30, 2026 |
| Eschler Asset Management LLP | History | New | 48,682 | 3,836 | 2.59% | — | 381 | +48,682 | New | Q4 2025 | Feb 13, 2026 |
| Atlatl Advisers LLC | History | Added to | 48,583 | 3,828 | 1.47% | 1.44% | 382 | +2,772 | 6.05% | Q4 2025 | Feb 09, 2026 |
| United Financial Planning Group LLC | History | Reduced | 48,441 | 3,817 | 2.32% | 3.4% | 383 | -20,218 | -29.45% | Q4 2025 | Feb 11, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 48,355 | 3,810 | 0.13% | 0.14% | 384 | +947 | 2.0% | Q4 2025 | Feb 04, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 48,073 | 3,788 | 0.17% | 0.19% | 385 | -4,210 | -8.05% | Q4 2025 | Feb 17, 2026 |
| TCTC Holdings, LLC | History | No change | 47,755 | 3,763 | 0.11% | 0.11% | 386 | 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% | 387 | +14,165 | 42.64% | Q4 2025 | Jan 16, 2026 |
| Sage Investment Advisers LLC | History | New | 47,242 | 3,723 | 2.79% | — | 388 | +47,242 | New | Q4 2025 | Feb 10, 2026 |
| Foster Group, Inc. | History | Added to | 46,113 | 3,634 | 0.11% | 0.11% | 389 | +2,518 | 5.78% | Q4 2025 | Jan 12, 2026 |
| Sellwood Investment Partners LLC | History | Reduced | 45,640 | 3,596 | 1.4% | 2.31% | 390 | -28,018 | -38.04% | Q4 2025 | Jan 26, 2026 |
| Forum Private Client Group LLC | History | Reduced | 45,639 | 3,596 | 1.23% | 1.57% | 391 | -10,189 | -18.25% | Q4 2025 | Feb 06, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 45,574 | 3,591 | 0.07% | 0.12% | 392 | -15,218 | -25.03% | Q4 2025 | Feb 13, 2026 |
| TCI Wealth Advisors, Inc. | History | Added to | 45,447 | 3,581 | 0.2% | 0.2% | 393 | +3,715 | 8.9% | Q4 2025 | Feb 02, 2026 |
| EASTERN BANK | History | No change | 45,236 | 3,565 | 0.06% | 0.06% | 394 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Ackerman Capital Advisors, LLC | History | Added to | 45,038 | 3,549 | 0.71% | 0.7% | 395 | +2,539 | 5.97% | Q4 2025 | Feb 11, 2026 |
| Carnegie Investment Counsel | History | New | 44,898 | 3,538 | 0.07% | — | 396 | +44,898 | New | Q4 2025 | Jan 23, 2026 |
| HT Partners LLC | History | Added to | 44,876 | 3,536 | 1.05% | 1.08% | 397 | +168 | 0.38% | Q4 2025 | Jan 21, 2026 |
| Colorado Capital Management, Inc. | History | Added to | 44,527 | 3,509 | 1.32% | 1.31% | 398 | +1,535 | 3.57% | Q4 2025 | Jan 23, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 44,513 | 3,508 | 0.04% | 0.04% | 400 | -14,614 | -24.72% | Q4 2025 | Feb 13, 2026 |
| CALTON & ASSOCIATES, INC. | History | Added to | 44,514 | 3,508 | 0.52% | 0.49% | 399 | +3,492 | 8.51% | Q4 2025 | Feb 10, 2026 |
| MOLLER WEALTH PARTNERS | History | Reduced | 44,322 | 3,493 | 0.73% | 0.76% | 401 | -1,751 | -3.8% | Q4 2025 | Jan 08, 2026 |
| Brand Asset Management Group, Inc. | History | Reduced | 43,680 | 3,442 | 0.96% | 1.04% | 402 | -3,146 | -6.72% | Q4 2025 | Feb 11, 2026 |
| Root Financial Partners, LLC | History | Added to | 43,627 | 3,438 | 0.18% | 0.13% | 403 | +17,654 | 67.97% | Q4 2025 | Feb 10, 2026 |
| STEPHENS INC /AR/ | History | Added to | 43,391 | 3,419 | 0.04% | 0.04% | 404 | +833 | 1.96% | Q4 2025 | Feb 05, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 43,040 | 3,391 | 0.04% | 0.04% | 405 | -7,098 | -14.16% | Q4 2025 | Feb 02, 2026 |
| Patten Group, Inc. | History | Reduced | 42,912 | 3,381 | 0.63% | 0.68% | 406 | -1,245 | -2.82% | Q4 2025 | Jan 23, 2026 |
| Red Mountain Financial, LLC | History | Added to | 42,884 | 3,379 | 3.32% | 3.22% | 407 | +2,710 | 6.75% | Q4 2025 | Jan 26, 2026 |
| Lodestone Wealth Management LLC | History | Added to | 42,834 | 3,375 | 1.37% | 1.51% | 408 | +294 | 0.69% | Q4 2025 | Jan 15, 2026 |
| Traveka Wealth, LLC | History | Added to | 42,692 | 3,364 | 1.37% | 1.48% | 409 | +565 | 1.34% | Q4 2025 | Jan 08, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 42,509 | 3,352 | 0.04% | 0.04% | 410 | +2,430 | 6.06% | Q4 2025 | Feb 02, 2026 |
| Prostatis Group LLC | History | Added to | 42,238 | 3,328 | 0.79% | 0.83% | 411 | +153 | 0.36% | Q4 2025 | Feb 17, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | Added to | 42,203 | 3,326 | 0.21% | 0.21% | 412 | +1,710 | 4.22% | Q4 2025 | Feb 04, 2026 |
| Affinity Capital Advisors, LLC | History | Added to | 42,209 | 3,326 | 0.46% | 0.5% | 413 | +855 | 2.07% | Q4 2025 | Jan 09, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 41,901 | 3,302 | 0.01% | 0.02% | 414 | -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% | 415 | +206 | 0.49% | Q4 2025 | Feb 12, 2026 |
| McNaughton Wealth Management, LLC | History | Added to | 41,722 | 3,288 | 1.35% | 1.38% | 416 | +346 | 0.84% | Q4 2025 | Jan 12, 2026 |
| FIRST HAWAIIAN BANK | History | Added to | 41,633 | 3,281 | 0.44% | 0.41% | 417 | +641 | 1.56% | Q4 2025 | Jan 05, 2026 |
| CACTI ASSET MANAGEMENT LLC | History | New | 41,394 | 3,263 | 0.2% | — | 418 | +41,394 | New | Q4 2025 | Jan 02, 2026 |
| Yukon Wealth Management, Inc. | History | Added to | 41,384 | 3,254 | 1.88% | 1.02% | 419 | +1,901 | 4.81% | Q4 2025 | Feb 10, 2026 |
| NBC SECURITIES, INC. | History | Added to | 40,970 | 3,228 | 0.24% | 0.23% | 420 | +2,715 | 7.1% | Q4 2025 | Jan 29, 2026 |
| ALESCO ADVISORS LLC | History | Reduced | 40,884 | 3,222 | 0.08% | 0.09% | 421 | -907 | -2.17% | Q4 2025 | Jan 28, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Added to | 40,228 | 3,170 | 0.15% | 0.15% | 422 | +738 | 1.87% | Q4 2025 | Feb 04, 2026 |
| Evensky & Katz LLC | History | Added to | 39,772 | 3,134 | 0.18% | 0.17% | 423 | +1,933 | 5.11% | Q4 2025 | Feb 05, 2026 |
| Westfuller Advisors, LLC | History | Reduced | 39,705 | 3,129 | 1.27% | 1.49% | 424 | -1,719 | -4.15% | Q4 2025 | Jan 21, 2026 |
| BLB&B Advisors, LLC | History | Added to | 39,514 | 3,114 | 0.13% | 0.13% | 425 | +389 | 0.99% | Q4 2025 | Jan 26, 2026 |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | History | Reduced | 39,479 | 3,111 | 0.9% | 0.94% | 426 | -200 | -0.5% | Q4 2025 | Jan 08, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 39,410 | 3,105 | 0.04% | 0.03% | 427 | +3,842 | 10.8% | Q4 2025 | Jan 20, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Reduced | 39,144 | 3,084 | 0.01% | 0.0% | 428 | -495 | -1.25% | Q4 2025 | Feb 17, 2026 |
| Acropolis Investment Management, LLC | History | Reduced | 38,940 | 3,068 | 0.14% | 0.2% | 429 | -11,151 | -22.26% | Q4 2025 | Jan 14, 2026 |
| Opus Financial Solutions LLC | History | New | 38,729 | 3,052 | 2.88% | — | 430 | +38,729 | New | Q4 2025 | Feb 17, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 38,508 | 3,036 | 0.21% | 0.23% | 431 | -738 | -1.88% | Q4 2025 | Jan 15, 2026 |
| Perfromance Wealth Partners, LLC | History | Added to | 38,504 | 3,034 | 0.08% | 0.08% | 432 | +175 | 0.46% | Q4 2025 | Jan 21, 2026 |
| Leeward Financial Partners, LLC | History | Added to | 38,207 | 3,011 | 0.85% | 0.85% | 433 | +324 | 0.86% | Q4 2025 | Feb 09, 2026 |
| Vistica Wealth Advisors, LLC | History | New | 37,631 | 2,965 | 2.95% | — | 434 | +37,631 | New | Q4 2025 | Feb 13, 2026 |
| Aspirean Wealth, LLC | History | New | 37,313 | 2,940 | 3.21% | — | 435 | +37,313 | New | Q4 2025 | Feb 17, 2026 |
| MCF Advisors LLC | History | New | 37,072 | 2,921 | 0.16% | — | 436 | +37,072 | New | Q4 2025 | Feb 11, 2026 |
| Legacy Financial Group LLC | History | Reduced | 37,070 | 2,915 | 0.36% | 1.82% | 438 | -138,701 | -78.91% | Q4 2025 | Feb 05, 2026 |
| Vise Technologies, Inc. | History | Added to | 36,994 | 2,915 | 0.06% | 0.03% | 437 | +26,779 | 262.15% | Q4 2025 | Feb 11, 2026 |
| Caldwell Trust Co | History | Added to | 36,919 | 2,909 | 0.26% | 0.19% | 439 | +11,305 | 44.14% | Q4 2025 | Jan 30, 2026 |
| FC Advisory LLC | History | Added to | 36,797 | 2,899 | 0.83% | 0.85% | 440 | +143 | 0.39% | Q4 2025 | Jan 13, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 36,722 | 2,894 | 0.07% | 0.07% | 441 | +1,396 | 3.95% | Q4 2025 | Jan 28, 2026 |
| MAI Capital Management | History | Reduced | 36,084 | 2,843 | 0.02% | 0.02% | 442 | -2,088 | -5.47% | Q4 2025 | Feb 13, 2026 |
| Alpha Omega Wealth Management LLC | History | Reduced | 35,832 | 2,823 | 0.47% | 0.47% | 443 | -92 | -0.26% | Q4 2025 | Jan 22, 2026 |
| HOWARD FINANCIAL SERVICES, LTD. | History | Reduced | 35,779 | 2,819 | 0.33% | 0.37% | 444 | -2,203 | -5.8% | Q4 2025 | Jan 12, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Reduced | 35,743 | 2,816 | 0.05% | 0.08% | 445 | -20,544 | -36.5% | Q4 2025 | Jan 28, 2026 |
| Crestwood Advisors Group, LLC | History | Reduced | 35,467 | 2,795 | 0.05% | 0.05% | 446 | -538 | -1.49% | Q4 2025 | Feb 03, 2026 |
| Ally Invest Advisors Inc. | History | Added to | 35,276 | 2,780 | 0.19% | 0.19% | 447 | +2,583 | 7.9% | Q4 2025 | Feb 13, 2026 |
| Arbor Wealth Advisors LLC | History | Reduced | 35,228 | 2,776 | 1.98% | 2.08% | 448 | -145 | -0.41% | Q4 2025 | Jan 12, 2026 |
| EVERETT HARRIS & CO /CA/ | History | Reduced | 35,195 | 2,773 | 0.03% | 0.03% | 449 | -450 | -1.26% | Q4 2025 | Feb 11, 2026 |
| EP Wealth Advisors, LLC | History | New | 35,009 | 2,759 | 0.01% | — | 450 | +35,009 | New | Q4 2025 | Feb 18, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Added to | 34,848 | 2,746 | 0.79% | 0.83% | 451 | +903 | 2.66% | Q4 2025 | Feb 11, 2026 |
| ANCHOR CAPITAL ADVISORS LLC | History | No change | 34,737 | 2,737 | 0.08% | 0.08% | 452 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Richmond Brothers, Inc. | History | Reduced | 34,594 | 2,726 | 1.73% | 4.81% | 454 | -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% | 453 | +20,464 | 144.99% | Q4 2025 | Feb 13, 2026 |
| Plancorp, LLC | History | Added to | 34,392 | 2,710 | 0.08% | 0.08% | 455 | +152 | 0.44% | Q4 2025 | Feb 05, 2026 |
| Greenspring Advisors, LLC | History | New | 33,444 | 2,635 | 0.16% | — | 456 | +33,444 | New | Q4 2025 | Feb 10, 2026 |
| Evanson Asset Management, LLC | History | Added to | 33,369 | 2,629 | 0.14% | 0.1% | 457 | +9,977 | 42.65% | Q4 2025 | Jan 12, 2026 |
| Summit Wealth Partners, LLC | History | Added to | 33,294 | 2,623 | 0.48% | 0.47% | 458 | +168 | 0.51% | Q4 2025 | Jan 27, 2026 |
| Avion Wealth | History | Reduced | 33,211 | 2,617 | 0.55% | 0.58% | 459 | -1,151 | -3.35% | Q4 2025 | Jan 23, 2026 |
| Pearl Planning LLC | History | New | 32,778 | 2,583 | 1.58% | — | 460 | +32,778 | New | Q4 2025 | Feb 03, 2026 |
| AUA CAPITAL MANAGEMENT, LLC | History | Reduced | 32,761 | 2,581 | 1.29% | 1.46% | 461 | -278 | -0.84% | Q4 2025 | Jan 23, 2026 |
| Columbia Asset Management | History | Added to | 32,691 | 2,576 | 0.46% | 0.48% | 462 | +31 | 0.09% | Q4 2025 | Jan 28, 2026 |
| Jacobsen Capital Management | History | Added to | 32,474 | 2,559 | 0.84% | 0.85% | 463 | +680 | 2.14% | Q4 2025 | Jan 26, 2026 |
| Enstar Group LTD | History | No change | 32,166 | 2,535 | 0.98% | 0.94% | 464 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Towne Trust Company, N.A | History | Added to | 32,128 | 2,532 | 0.79% | 0.69% | 465 | +4,858 | 17.81% | Q4 2025 | Jan 26, 2026 |
| HMV Wealth Advisors, LLC | History | Added to | 31,887 | 2,513 | 1.26% | 1.36% | 466 | +580 | 1.85% | Q4 2025 | Jan 20, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 31,847 | 2,509 | 0.13% | 0.08% | 467 | +14,575 | 84.39% | Q4 2025 | Feb 05, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | History | Reduced | 31,664 | 2,495 | 0.39% | 0.49% | 468 | -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% | 469 | +3,542 | 12.71% | Q4 2025 | Feb 09, 2026 |
| Calamos Wealth Management LLC | History | Reduced | 31,382 | 2,473 | 0.09% | 0.1% | 470 | -4,070 | -11.48% | Q4 2025 | Jan 29, 2026 |
| Roundview Capital LLC | History | Added to | 31,386 | 2,473 | 0.15% | 0.15% | 471 | +1,646 | 5.53% | Q4 2025 | Feb 09, 2026 |
| PROFFITT & GOODSON INC | History | Reduced | 31,202 | 2,459 | 0.34% | 0.45% | 472 | -8,472 | -21.35% | Q4 2025 | Jan 27, 2026 |
| Old Port Advisors | History | Added to | 31,209 | 2,459 | 0.6% | 0.61% | 473 | +312 | 1.01% | Q4 2025 | Jan 08, 2026 |
| FAMILY WEALTH PARTNERS, LLC | History | Reduced | 30,916 | 2,436 | 0.88% | 0.93% | 474 | -693 | -2.19% | Q4 2025 | Jan 14, 2026 |
| Legacy Wealth Partners, LLC | History | New | 30,697 | 2,419 | 0.63% | — | 475 | +30,697 | New | Q4 2025 | Feb 17, 2026 |
| MMA ASSET MANAGEMENT LLC | History | No change | 30,694 | 2,418 | 0.86% | 0.81% | 476 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Edgestream Partners, L.P. | History | Reduced | 30,405 | 2,396 | 0.07% | 0.11% | 478 | -18,301 | -37.57% | Q4 2025 | Feb 13, 2026 |
| Bragg Financial Advisors, Inc | History | Added to | 30,403 | 2,396 | 0.08% | 0.08% | 477 | +1,064 | 3.63% | Q4 2025 | Feb 13, 2026 |
| Level Wealth Management LLC | History | Reduced | 30,265 | 2,385 | 1.22% | 1.41% | 479 | -3,731 | -10.97% | Q4 2025 | Feb 02, 2026 |
| WHITTIER TRUST CO | History | Reduced | 30,144 | 2,377 | 0.03% | 0.03% | 480 | -63 | -0.21% | Q4 2025 | Jan 26, 2026 |
| IFP Advisors, Inc | History | Added to | 30,145 | 2,375 | 0.05% | 0.04% | 481 | +11,691 | 63.35% | Q4 2025 | Feb 06, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Reduced | 30,131 | 2,374 | 0.27% | 0.3% | 482 | -933 | -3.0% | Q4 2025 | Jan 09, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | Reduced | 30,117 | 2,373 | 0.26% | 0.31% | 483 | -4,001 | -11.73% | Q4 2025 | Feb 13, 2026 |
| Woodside Wealth Management LLC | History | Added to | 30,068 | 2,369 | 1.77% | 1.86% | 484 | +116 | 0.39% | Q4 2025 | Jan 30, 2026 |
| Mengis Capital Management, Inc. | History | Added to | 29,951 | 2,360 | 0.42% | 0.46% | 485 | +225 | 0.76% | Q4 2025 | Mar 05, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 29,629 | 2,335 | 0.0% | 0.04% | 486 | -371,171 | -92.61% | Q4 2025 | Feb 12, 2026 |
| Soltis Investment Advisors LLC | History | Added to | 29,495 | 2,324 | 0.15% | 0.16% | 487 | +240 | 0.82% | Q4 2025 | Apr 02, 2026 |
| Golden State Equity Partners | History | Reduced | 29,464 | 2,322 | 0.37% | 0.4% | 488 | -550 | -1.83% | Q4 2025 | Jan 29, 2026 |
| PFG Advisors | History | Added to | 29,289 | 2,308 | 0.11% | 0.09% | 489 | +2,080 | 7.64% | Q4 2025 | Jan 27, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 29,271 | 2,306 | 0.15% | 0.16% | 490 | -1,408 | -4.59% | Q4 2025 | Feb 03, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 29,250 | 2,304 | 0.01% | 0.01% | 491 | +6,276 | 27.32% | Q4 2025 | Jan 27, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Reduced | 29,137 | 2,296 | 0.17% | 0.3% | 492 | -19,921 | -40.61% | Q4 2025 | Feb 04, 2026 |
| Provident Wealth Management, LLC | History | Reduced | 29,060 | 2,290 | 0.68% | 0.7% | 493 | -458 | -1.55% | Q4 2025 | Jan 28, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | Reduced | 28,986 | 2,284 | 0.72% | 0.81% | 494 | -2,363 | -7.54% | Q4 2025 | Feb 03, 2026 |
| American Investment Services, Inc. | History | Added to | 28,895 | 2,277 | 0.53% | 0.53% | 495 | +677 | 2.4% | Q4 2025 | Feb 13, 2026 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | History | Reduced | 28,694 | 2,261 | 1.13% | 1.15% | 496 | -508 | -1.74% | Q4 2025 | Jan 30, 2026 |
| GreatBanc Trust CO | History | Reduced | 28,450 | 2,242 | 1.58% | 1.6% | 497 | -1,110 | -3.76% | Q4 2025 | Feb 12, 2026 |
| Baker Avenue Asset Management, LP | History | Reduced | 28,312 | 2,231 | 0.05% | 0.09% | 498 | -17,092 | -37.64% | Q4 2025 | Feb 10, 2026 |
| Massachusetts Wealth Management | History | Reduced | 28,255 | 2,226 | 1.04% | 1.11% | 499 | -40 | -0.14% | Q4 2025 | Jan 26, 2026 |
| Good Steward Wealth Advisors,LLC | History | Added to | 27,982 | 2,205 | 1.46% | 1.32% | 500 | +3,777 | 15.6% | Q4 2025 | Jan 22, 2026 |
| Fiduciary Group, LLC | History | Reduced | 27,853 | 2,195 | 0.18% | 0.2% | 501 | -714 | -2.5% | Q4 2025 | Feb 12, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | Reduced | 27,747 | 2,186 | 0.25% | 0.28% | 502 | -2,289 | -7.62% | Q4 2025 | Jan 14, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Added to | 27,692 | 2,182 | 0.1% | 0.05% | 503 | +15,952 | 135.88% | Q4 2025 | Jan 12, 2026 |
| BLUEDOOR PRIVATE WEALTH, LLC | History | New | 27,664 | 2,180 | 1.01% | — | 504 | +27,664 | New | Q4 2025 | Feb 17, 2026 |
| CERTIOR FINANCIAL GROUP, LLC | History | Added to | 27,608 | 2,175 | 1.47% | 1.41% | 505 | +789 | 2.94% | Q4 2025 | Feb 04, 2026 |
| Mezzasalma Advisors, LLC | History | Reduced | 27,589 | 2,174 | 0.52% | 0.73% | 507 | -8,334 | -23.2% | Q4 2025 | Jan 21, 2026 |
| Navalign, LLC | History | Added to | 27,595 | 2,174 | 0.53% | 0.54% | 506 | +1,430 | 5.47% | Q4 2025 | Feb 05, 2026 |
| Allodium Investment Consultants, LLC | History | Added to | 27,553 | 2,171 | 1.1% | 1.04% | 508 | +4,135 | 17.66% | Q4 2025 | Jan 14, 2026 |
| Coordinated Financial Services, Inc. | History | Added to | 27,434 | 2,162 | 1.24% | 0.75% | 509 | +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% | — | 510 | +27,130 | New | Q4 2025 | Feb 02, 2026 |
| Everhart Financial Group, Inc. | History | Reduced | 26,985 | 2,126 | 0.2% | 0.23% | 511 | -1,673 | -5.84% | Q4 2025 | Jan 07, 2026 |
| Thomasville National Bank | History | Reduced | 26,892 | 2,119 | 0.13% | 0.14% | 512 | -325 | -1.19% | Q4 2025 | Jan 26, 2026 |
| Evergreen Wealth Management, LLC | History | Added to | 26,749 | 2,108 | 1.06% | 1.07% | 513 | +958 | 3.71% | Q4 2025 | Feb 06, 2026 |
| Madrid Wealth Management, LLC | History | New | 26,337 | 2,075 | 1.68% | — | 514 | +26,337 | New | Q4 2025 | Feb 02, 2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | History | Added to | 26,157 | 2,061 | 0.26% | 0.26% | 515 | +1,693 | 6.92% | Q4 2025 | Jan 14, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 26,140 | 2,060 | 0.04% | 0.02% | 516 | +13,715 | 110.38% | Q4 2025 | Jan 14, 2026 |
| Cheviot Value Management, LLC | History | Reduced | 26,094 | 2,057 | 0.2% | 0.23% | 517 | -1,027 | -3.79% | Q4 2025 | Feb 03, 2026 |
| Spire Wealth Management | History | Added to | 25,970 | 2,046 | 0.07% | 0.06% | 518 | +2,631 | 11.27% | Q4 2025 | Jan 14, 2026 |
| BRIGHTON SECURITIES CORP. | History | Added to | 25,783 | 2,031 | 1.0% | 0.85% | 519 | +5,027 | 24.22% | Q4 2025 | Mar 06, 2026 |
| Ethos Financial Group, LLC | History | New | 25,450 | 2,005 | 0.15% | — | 521 | +25,450 | New | Q4 2025 | Jan 20, 2026 |
| Lido Advisors, LLC | History | Reduced | 25,429 | 2,005 | 0.01% | 0.01% | 520 | -5,329 | -17.33% | Q4 2025 | Feb 10, 2026 |
| PW Nova Financial Services LLC | History | New | 25,075 | 1,976 | 0.75% | — | 522 | +25,075 | New | Q4 2025 | Apr 09, 2026 |
| PAX Financial Group, LLC | History | Reduced | 25,046 | 1,973 | 0.34% | 0.68% | 523 | -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% | 524 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| FIDUCIARY ADVISORS, INC. | History | Reduced | 24,976 | 1,968 | 1.5% | 1.78% | 525 | -2,963 | -10.61% | Q4 2025 | Jan 27, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 24,934 | 1,965 | 0.22% | 0.21% | 526 | +1,607 | 6.89% | Q4 2025 | Jan 21, 2026 |
| Kovack Advisors, Inc. | History | Added to | 24,706 | 1,947 | 0.09% | 0.18% | 527 | +42 | 0.17% | Q4 2025 | Feb 17, 2026 |
| Hardy Reed LLC | History | Reduced | 24,659 | 1,943 | 0.14% | 0.15% | 528 | -969 | -3.78% | Q4 2025 | Feb 06, 2026 |
| Ascent Wealth Partners, LLC | History | Added to | 24,533 | 1,933 | 0.22% | 0.22% | 529 | +327 | 1.35% | Q4 2025 | Feb 02, 2026 |
| Family Legacy, Inc. | History | Reduced | 24,456 | 1,927 | 0.58% | 0.59% | 530 | -143 | -0.58% | Q4 2025 | Feb 04, 2026 |
| BOKF, NA | History | Added to | 24,356 | 1,919 | 0.03% | 0.03% | 531 | +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% | 532 | -2,317 | -8.73% | Q4 2025 | Feb 13, 2026 |
| Capital Asset Managemnet, LLC | History | New | 24,096 | 1,899 | 2.1% | — | 533 | +24,096 | New | Q4 2025 | Apr 07, 2026 |
| SECURED RETIREMENT ADVISORS, LLC | History | Added to | 24,007 | 1,892 | 1.06% | 1.04% | 534 | +313 | 1.32% | Q4 2025 | Jan 30, 2026 |
| Compass Wealth Management LLC | History | Added to | 23,981 | 1,889 | 0.47% | 0.37% | 535 | +2,940 | 13.97% | Q4 2025 | Feb 11, 2026 |
| Cadent Capital Advisors, LLC | History | Added to | 23,911 | 1,884 | 0.48% | 0.49% | 536 | +148 | 0.62% | Q4 2025 | Jan 13, 2026 |
| FMR LLC | History | Added to | 23,901 | 1,883 | 0.0% | 0.0% | 537 | +2,503 | 11.7% | Q4 2025 | Feb 17, 2026 |
| SC&H Financial Advisors, Inc. | History | Reduced | 23,881 | 1,882 | 0.29% | 0.32% | 538 | -1,367 | -5.41% | Q4 2025 | Jan 21, 2026 |
| MOTCO | History | Added to | 23,858 | 1,880 | 0.17% | 0.17% | 539 | +724 | 3.13% | Q4 2025 | Feb 06, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | Reduced | 23,805 | 1,876 | 0.3% | 0.37% | 540 | -4,273 | -15.22% | Q4 2025 | Jan 14, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 23,630 | 1,862 | 0.11% | 0.12% | 541 | -4,104 | -14.8% | Q4 2025 | Feb 17, 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | Added to | 23,530 | 1,854 | 0.68% | 0.56% | 542 | +7,075 | 43.0% | Q4 2025 | Feb 12, 2026 |
| LifePlan Investment Advisors, Inc. | History | Added to | 23,449 | 1,848 | 0.75% | 0.69% | 543 | +2,504 | 11.96% | Q4 2025 | Feb 09, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 23,420 | 1,846 | 0.05% | 0.06% | 544 | -262 | -1.11% | Q4 2025 | Feb 12, 2026 |
| PACIFIC FINANCIAL GROUP INC | History | Added to | 23,378 | 1,842 | 1.02% | 1.32% | 545 | +804 | 3.56% | Q4 2025 | Feb 17, 2026 |
| MASECO LLP | History | New | 23,198 | 1,828 | 0.08% | — | 546 | +23,198 | New | Q4 2025 | Jan 22, 2026 |
| FIRST INTERSTATE BANK | History | Added to | 23,186 | 1,827 | 0.1% | 0.1% | 547 | +888 | 3.98% | Q4 2025 | Jan 29, 2026 |
| Neuberger Berman Group LLC | History | New | 23,162 | 1,825 | 0.0% | — | 548 | +23,162 | New | Q4 2025 | Feb 13, 2026 |
| PCM Encore, LLC | History | New | 23,031 | 1,815 | 0.39% | — | 549 | +23,031 | New | Q4 2025 | Feb 13, 2026 |
| FLAGSTAR ADVISORS INC | History | Reduced | 22,910 | 1,805 | 0.6% | 0.59% | 550 | -1,373 | -5.65% | Q4 2025 | Jan 13, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 22,907 | 1,804 | 0.04% | 0.05% | 551 | -3 | -0.01% | Q4 2025 | Jan 28, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 22,757 | 1,793 | 0.03% | 0.03% | 552 | -4,582 | -16.76% | Q4 2025 | Feb 09, 2026 |
| CAHABA WEALTH MANAGEMENT, INC. | History | Added to | 22,631 | 1,783 | 0.12% | 0.13% | 553 | +295 | 1.32% | Q4 2025 | Jan 07, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 22,620 | 1,782 | 0.0% | 0.0% | 554 | +2,030 | 9.86% | Q4 2025 | Feb 11, 2026 |
| Waverly Advisors, LLC | History | Added to | 22,568 | 1,778 | 0.01% | 0.01% | 555 | +14,557 | 181.71% | Q4 2025 | Feb 17, 2026 |
| CoreCap Advisors, LLC | History | Added to | 22,454 | 1,769 | 0.06% | 0.06% | 557 | +1,005 | 4.69% | Q4 2025 | Jan 13, 2026 |
| Selective Wealth Management, Inc. | History | Reduced | 22,459 | 1,769 | 0.55% | 0.58% | 556 | -596 | -2.59% | Q4 2025 | Jan 16, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | New | 22,259 | 1,754 | 0.23% | — | 558 | +22,259 | New | Q4 2025 | Feb 04, 2026 |
| Freedom Investment Management, Inc. | History | Added to | 22,198 | 1,749 | 0.51% | 0.46% | 559 | +197 | 0.9% | Q4 2025 | Feb 06, 2026 |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | History | Added to | 22,167 | 1,746 | 0.25% | 0.25% | 560 | +2,330 | 11.75% | Q4 2025 | Feb 11, 2026 |
| Rosenberg Matthew Hamilton | History | Reduced | 21,862 | 1,722 | 0.36% | 0.4% | 561 | -1,744 | -7.39% | Q4 2025 | Jan 05, 2026 |
| Verum Partners LLC | History | Reduced | 21,847 | 1,721 | 0.35% | 0.38% | 562 | -842 | -3.71% | Q4 2025 | Jan 14, 2026 |
| Joel Isaacson & Co., LLC | History | Added to | 21,820 | 1,719 | 0.06% | 0.06% | 563 | +142 | 0.66% | Q4 2025 | Jan 30, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 21,767 | 1,715 | 0.09% | 0.11% | 564 | -691 | -3.08% | Q4 2025 | Jan 26, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 20,858 | 1,643 | 0.09% | 0.1% | 565 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Aerodigm Wealth, LLC | History | Reduced | 20,578 | 1,621 | 0.63% | 0.72% | 566 | -1,011 | -4.68% | Q4 2025 | Apr 21, 2026 |
| Greenbush Financial Group, LLC | History | Added to | 20,433 | 1,610 | 0.55% | 0.53% | 567 | +3,013 | 17.3% | Q4 2025 | Jan 20, 2026 |
| Stonebridge Financial Group, LLC | History | Added to | 20,418 | 1,609 | 0.14% | 0.13% | 569 | +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% | 568 | +319 | 1.59% | Q4 2025 | Feb 04, 2026 |
| Sagace Wealth Management LLC | History | Added to | 20,411 | 1,608 | 1.09% | 1.09% | 570 | +163 | 0.81% | Q4 2025 | Feb 02, 2026 |
| Dorsey & Whitney Trust CO LLC | History | New | 20,250 | 1,595 | 0.08% | — | 571 | +20,250 | New | Q4 2025 | Feb 11, 2026 |
| LongView Wealth Management | History | Reduced | 20,200 | 1,591 | 0.38% | 0.49% | 572 | -2,664 | -11.65% | Q4 2025 | Jan 13, 2026 |
| MONTAG A & ASSOCIATES INC | History | Added to | 20,144 | 1,587 | 0.07% | 0.04% | 573 | +8,852 | 78.39% | Q4 2025 | Feb 02, 2026 |
| SOL Capital Management CO | History | Reduced | 19,910 | 1,569 | 0.14% | 0.16% | 574 | -3,330 | -14.33% | Q4 2025 | Jan 30, 2026 |
| Powerhouse Assets LLC | History | New | 19,865 | 1,565 | 1.38% | — | 575 | +19,865 | New | Q4 2025 | Jan 15, 2026 |
| NBT BANK N A /NY | History | Added to | 19,696 | 1,552 | 0.1% | 0.1% | 576 | +38 | 0.19% | Q4 2025 | Jan 23, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 19,653 | 1,548 | 0.05% | 0.05% | 578 | +2,353 | 13.6% | Q4 2025 | Feb 13, 2026 |
| Bell Bank | History | No change | 19,647 | 1,548 | 0.07% | 0.07% | 577 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Allen Investment Management, LLC | History | Added to | 19,451 | 1,532 | 0.02% | 0.02% | 579 | +723 | 3.86% | Q4 2025 | Feb 10, 2026 |
| One Wealth Map LLC | History | Added to | 19,471 | 1,530 | 0.78% | 0.8% | 580 | +375 | 1.96% | Q4 2025 | Feb 04, 2026 |
| Novak & Powell Financial Services, Inc. | History | Reduced | 19,417 | 1,530 | 0.8% | 0.82% | 581 | -280 | -1.42% | Q4 2025 | Feb 10, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 19,404 | 1,529 | 0.06% | 0.06% | 582 | -1,670 | -7.92% | Q4 2025 | Feb 02, 2026 |
| Peregrine Asset Advisers, Inc. | History | Reduced | 19,100 | 1,505 | 0.42% | 0.46% | 583 | -339 | -1.74% | Q4 2025 | Feb 02, 2026 |
| Grey Fox Wealth Advisors, LLC | History | Reduced | 19,016 | 1,498 | 0.31% | 0.38% | 584 | -4,554 | -19.32% | Q4 2025 | Feb 12, 2026 |
| Signal Advisors Wealth, LLC | History | Reduced | 18,934 | 1,492 | 0.12% | 0.15% | 585 | -1,949 | -9.33% | Q4 2025 | Jan 13, 2026 |
| Security Financial Services, INC. | History | Added to | 18,788 | 1,480 | 0.23% | 0.22% | 586 | +1,902 | 11.26% | Q4 2025 | Jan 27, 2026 |
| Womack Financial LLC | History | Added to | 18,786 | 1,480 | 1.09% | 1.08% | 587 | +742 | 4.11% | Q4 2025 | Feb 10, 2026 |
| Frank, Rimerman Advisors LLC | History | Reduced | 18,737 | 1,476 | 0.09% | 0.1% | 588 | -63 | -0.34% | Q4 2025 | Jan 15, 2026 |
| StoneX Group Inc. | History | Added to | 18,693 | 1,473 | 0.06% | 0.06% | 589 | +996 | 5.63% | Q4 2025 | Feb 12, 2026 |
| Dakota Wealth Management | History | New | 18,612 | 1,466 | 0.03% | — | 590 | +18,612 | New | Q4 2025 | Jan 13, 2026 |
| PFG Investments, LLC | History | Added to | 18,570 | 1,463 | 0.07% | 0.05% | 591 | +5,656 | 43.8% | Q4 2025 | Jan 26, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 18,393 | 1,449 | 0.01% | 0.01% | 592 | -1,443 | -7.27% | Q4 2025 | Jan 30, 2026 |
| M Holdings Securities, Inc. | History | New | 18,272 | 1,440 | 0.1% | — | 593 | +18,272 | New | Q4 2025 | Feb 11, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 18,214 | 1,435 | 0.04% | 0.03% | 594 | +1,793 | 10.92% | Q4 2025 | Jan 07, 2026 |
| SEVEN MILE ADVISORY | History | Reduced | 18,008 | 1,419 | 0.24% | 0.23% | 595 | -29 | -0.16% | Q4 2025 | Feb 13, 2026 |
| UMB Bank, n.a. | History | Added to | 17,946 | 1,414 | 0.02% | 0.02% | 596 | +693 | 4.02% | Q4 2025 | Feb 13, 2026 |
| Asset Allocation & Management Company, LLC | History | Added to | 17,772 | 1,401 | 0.56% | 0.1% | 597 | +14,630 | 465.63% | Q4 2025 | Jan 12, 2026 |
| Retirement Planning Group, LLC | History | Reduced | 17,741 | 1,398 | 0.05% | 0.05% | 598 | -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% | 599 | +170 | 0.97% | Q4 2025 | Jan 13, 2026 |
| Kondo Wealth Advisors, Inc. | History | Reduced | 17,609 | 1,388 | 0.53% | 0.58% | 600 | -529 | -2.92% | Q4 2025 | Jan 30, 2026 |
| JUNCTURE WEALTH STRATEGIES, LLC | History | Reduced | 17,386 | 1,370 | 0.45% | 0.5% | 601 | -1,380 | -7.35% | Q4 2025 | Jan 27, 2026 |
| Harpswell Capital Advisors, LLC | History | New | 17,162 | 1,352 | 1.07% | — | 603 | +17,162 | New | Q4 2025 | Feb 11, 2026 |
| Aries Wealth Management | History | Reduced | 17,156 | 1,352 | 0.3% | 0.33% | 602 | -773 | -4.31% | Q4 2025 | Jan 30, 2026 |
| ATLas Financial Planning LLC | History | New | 17,029 | 1,342 | 1.32% | — | 604 | +17,029 | New | Q4 2025 | Feb 17, 2026 |
| Syntegra Private Wealth Group, LLC | History | Added to | 16,960 | 1,336 | 0.12% | 0.05% | 605 | +10,102 | 147.3% | Q4 2025 | Feb 10, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 16,919 | 1,333 | 0.15% | 0.19% | 606 | +3,203 | 23.35% | Q4 2025 | Feb 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 16,709 | 1,316 | 0.07% | 0.07% | 607 | +222 | 1.35% | Q4 2025 | Feb 10, 2026 |
| Evolution Wealth Advisors, LLC | History | Added to | 16,649 | 1,312 | 0.13% | 0.14% | 608 | +3,005 | 22.02% | Q4 2025 | Jan 12, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | Reduced | 16,571 | 1,305 | 0.25% | 0.18% | 609 | -87 | -0.52% | Q4 2025 | Feb 02, 2026 |
| Rockwood Wealth Management, LLC | History | Reduced | 16,550 | 1,304 | 0.1% | 0.1% | 610 | -87 | -0.52% | Q4 2025 | Jan 29, 2026 |
| Aegis Wealth Management LLC | History | Added to | 16,533 | 1,302 | 0.74% | 0.45% | 611 | +5,949 | 56.21% | Q4 2025 | Jan 14, 2026 |
| RCS Financial Planning, LLC | History | Reduced | 16,470 | 1,297 | 0.56% | 0.64% | 613 | -1,896 | -10.32% | Q4 2025 | Jan 15, 2026 |
| FourThought Financial Partners, LLC | History | Added to | 16,469 | 1,297 | 0.11% | 0.11% | 612 | +1 | 0.01% | Q4 2025 | Feb 06, 2026 |
| L.K. Benson & Company, P.C. | History | Reduced | 16,293 | 1,284 | 0.64% | 0.73% | 614 | -794 | -4.65% | Q4 2025 | Feb 06, 2026 |
| BDFS Capital LLC | History | New | 16,053 | 1,265 | 0.64% | — | 615 | +16,053 | New | Q4 2025 | Feb 26, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Reduced | 15,655 | 1,233 | 0.04% | 0.05% | 616 | -772 | -4.7% | Q4 2025 | Feb 12, 2026 |
| Rossby Financial, LCC | History | Added to | 15,598 | 1,229 | 0.38% | 0.2% | 617 | +7,866 | 101.73% | Q4 2025 | Feb 12, 2026 |
| Pine Harbor Wealth Management, LLC | History | Reduced | 15,587 | 1,228 | 0.38% | 0.63% | 618 | -9,284 | -37.33% | Q4 2025 | Jan 20, 2026 |
| KINTRA WEALTH, LLC | History | New | 15,557 | 1,226 | 0.17% | — | 619 | +15,557 | New | Q4 2025 | Feb 18, 2026 |
| CWA Asset Management Group, LLC | History | Added to | 15,362 | 1,210 | 0.04% | 0.04% | 620 | +302 | 2.01% | Q4 2025 | Jan 07, 2026 |
| Larson Financial Group LLC | History | Added to | 15,235 | 1,200 | 0.04% | 0.04% | 621 | +209 | 1.39% | Q4 2025 | Feb 06, 2026 |
| Riverbend Wealth Management, LLC | History | Reduced | 15,185 | 1,196 | 0.74% | 0.85% | 622 | -317 | -2.04% | Q4 2025 | Jan 29, 2026 |
| Global Financial Private Client, LLC | History | Reduced | 15,154 | 1,194 | 0.42% | 0.43% | 623 | -8 | -0.05% | Q4 2025 | Jan 27, 2026 |
| SCHWARTZ INVESTMENT COUNSEL INC | History | Reduced | 15,000 | 1,182 | 0.04% | 0.04% | 624 | -450 | -2.91% | Q4 2025 | Feb 04, 2026 |
| Essex Financial Services, Inc. | History | Added to | 14,976 | 1,180 | 0.07% | 0.07% | 625 | +71 | 0.48% | Q4 2025 | Feb 10, 2026 |
| GUIDANCE CAPITAL, INC | History | Added to | 14,969 | 1,178 | 0.29% | 0.29% | 626 | +689 | 4.82% | Q4 2025 | Jan 23, 2026 |
| LEGACY SOLUTIONS, LLC | History | Added to | 14,919 | 1,175 | 1.03% | 1.05% | 627 | +96 | 0.65% | Q4 2025 | Jan 14, 2026 |
| TRUST CO OF VERMONT | History | Added to | 14,908 | 1,174 | 0.05% | 0.05% | 628 | +552 | 3.85% | Q4 2025 | Jan 16, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 14,757 | 1,163 | 0.02% | 0.02% | 629 | -4,940 | -25.08% | Q4 2025 | Feb 10, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 14,678 | 1,156 | 0.05% | 0.05% | 630 | -122 | -0.82% | Q4 2025 | Jan 21, 2026 |
| Sloy Dahl & Holst, LLC | History | Added to | 14,605 | 1,151 | 0.14% | 0.06% | 631 | +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% | 632 | -360 | -2.41% | Q4 2025 | Feb 03, 2026 |
| VERITY Wealth Advisors | History | Reduced | 14,582 | 1,149 | 0.71% | 0.74% | 633 | -322 | -2.16% | Q4 2025 | Jan 07, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 14,508 | 1,143 | 0.01% | 0.01% | 634 | -1,443 | -9.05% | Q4 2025 | Feb 17, 2026 |
| Csenge Advisory Group | History | Added to | 14,466 | 1,140 | 0.05% | 0.05% | 635 | +525 | 3.77% | Q4 2025 | Feb 06, 2026 |
| Transcendent Capital Group LLC | History | Added to | 14,380 | 1,133 | 0.51% | 0.5% | 636 | +216 | 1.52% | Q4 2025 | Jan 26, 2026 |
| Southland Equity Partners LLC | History | Reduced | 14,276 | 1,125 | 0.22% | 0.24% | 638 | -642 | -4.3% | Q4 2025 | Jan 14, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 14,281 | 1,125 | 0.03% | 0.03% | 637 | -28 | -0.2% | Q4 2025 | Feb 17, 2026 |
| HALL LAURIE J TRUSTEE | History | No change | 14,267 | 1,124 | 0.37% | 0.37% | 639 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Wilkins Miller Wealth Management, LLC | History | Reduced | 14,150 | 1,115 | 0.66% | 0.74% | 640 | -972 | -6.43% | Q4 2025 | Jan 21, 2026 |
| Parkwoods Wealth Partners, LLC | History | Added to | 14,143 | 1,114 | 0.33% | 0.28% | 641 | +3,581 | 33.9% | Q4 2025 | Jan 15, 2026 |
| Hickory Point Bank & Trust | History | Added to | 14,100 | 1,111 | 0.81% | 0.68% | 642 | +2,500 | 21.55% | Q4 2025 | Jan 12, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 14,045 | 1,106 | 0.05% | 0.06% | 643 | -904 | -6.05% | Q4 2025 | Feb 13, 2026 |
| Independent Family Office, LLC | History | Reduced | 14,007 | 1,103 | 0.46% | 0.48% | 644 | -375 | -2.61% | Q4 2025 | Feb 13, 2026 |
| BCS Wealth Management | History | Added to | 13,990 | 1,102 | 0.11% | 0.12% | 645 | +7,500 | 115.56% | Q4 2025 | Jan 26, 2026 |
| TruNorth Capital Management, LLC | History | Added to | 13,959 | 1,100 | 0.21% | 0.21% | 646 | +226 | 1.65% | Q4 2025 | Feb 11, 2026 |
| CVA Family Office, LLC | History | Reduced | 13,918 | 1,096 | 0.13% | 0.14% | 647 | -86 | -0.61% | Q4 2025 | Jan 12, 2026 |
| WoodTrust Financial Corp | History | Added to | 13,895 | 1,095 | 0.13% | 0.09% | 648 | +3,799 | 37.63% | Q4 2025 | Jan 30, 2026 |
| Summit Trail Advisors, LLC | History | New | 13,840 | 1,090 | 0.02% | — | 649 | +13,840 | New | Q4 2025 | Feb 17, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Reduced | 13,817 | 1,088 | 0.02% | 0.02% | 650 | -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% | 651 | +376 | 2.87% | Q4 2025 | Feb 03, 2026 |
| Compass Ion Advisors, LLC | History | Reduced | 13,472 | 1,061 | 0.1% | 0.1% | 652 | -64 | -0.47% | Q4 2025 | Jan 29, 2026 |
| Hershey Financial Advisers, LLC | History | Reduced | 13,456 | 1,060 | 0.9% | 1.4% | 653 | -7,213 | -34.9% | Q4 2025 | Feb 18, 2026 |
| Aureus Asset Management, LLC | History | Added to | 13,420 | 1,057 | 0.07% | 0.07% | 654 | +254 | 1.93% | Q4 2025 | Feb 17, 2026 |
| Shepherd Financial Partners LLC | History | Reduced | 13,369 | 1,053 | 0.1% | 0.12% | 655 | -2,095 | -13.55% | Q4 2025 | Feb 10, 2026 |
| Western Wealth Management, LLC | History | Added to | 13,330 | 1,050 | 0.05% | 0.03% | 656 | +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% | 657 | +494 | 3.88% | Q4 2025 | Feb 11, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 13,214 | 1,041 | 0.01% | 0.02% | 658 | -20,111 | -60.35% | Q4 2025 | Feb 09, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 13,066 | 1,029 | 0.05% | 0.05% | 659 | -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% | 660 | +300 | 2.37% | Q4 2025 | Jan 30, 2026 |
| Engineers Gate Manager LP | History | New | 12,884 | 1,015 | 0.01% | — | 661 | +12,884 | New | Q4 2025 | Feb 17, 2026 |
| Phil A. Younker & Associates, Ltd. | History | New | 12,690 | 1,000 | 0.7% | — | 662 | +12,690 | New | Q4 2025 | Jan 27, 2026 |
| CHAPIN DAVIS, INC. | History | Added to | 12,681 | 999 | 0.23% | 0.25% | 663 | +4 | 0.03% | Q4 2025 | Jan 30, 2026 |
| Unison Advisors LLC | History | Reduced | 12,457 | 981 | 0.09% | 0.1% | 664 | -1,379 | -9.97% | Q4 2025 | Jan 21, 2026 |
| EVOKE WEALTH, LLC | History | Reduced | 12,414 | 978 | 0.02% | 0.04% | 665 | -10,303 | -45.35% | Q4 2025 | Feb 06, 2026 |
| EQUITY INVESTMENT CORP | History | Added to | 12,399 | 977 | 0.02% | 0.02% | 666 | +162 | 1.32% | Q4 2025 | Feb 12, 2026 |
| Generations Wealth, LLC | History | New | 12,360 | 974 | 1.0% | — | 667 | +12,360 | New | Q4 2025 | Feb 13, 2026 |
| Cresset Asset Management, LLC | History | Added to | 12,333 | 971 | 0.0% | 0.0% | 668 | +516 | 4.37% | Q4 2025 | Feb 17, 2026 |
| JIM SAULNIER & ASSOCIATES, LLC | History | Added to | 12,242 | 964 | 0.5% | 0.54% | 669 | +75 | 0.62% | Q4 2025 | Jan 29, 2026 |
| CIBC Private Wealth Group LLC | History | Reduced | 11,992 | 945 | 0.0% | 0.0% | 670 | -567 | -4.51% | Q4 2025 | Feb 12, 2026 |
| FMB WEALTH MANAGEMENT | History | New | 11,978 | 943 | 0.37% | — | 671 | +11,978 | New | Q4 2025 | Jan 22, 2026 |
| Vectors Research Management, LLC | History | Added to | 11,965 | 942 | 0.29% | 0.28% | 672 | +546 | 4.78% | Q4 2025 | Feb 03, 2026 |
| Red Wave Investments LLC | History | No change | 11,911 | 938 | 0.28% | 0.29% | 673 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Gotham Asset Management, LLC | History | New | 11,898 | 937 | 0.0% | — | 674 | +11,898 | New | Q4 2025 | Feb 17, 2026 |
| Saiph Capital, LLC | History | Added to | 11,901 | 937 | 0.34% | 0.31% | 675 | +965 | 8.82% | Q4 2025 | Feb 12, 2026 |
| Leo Wealth, LLC | History | New | 11,705 | 922 | 0.07% | — | 676 | +11,705 | New | Q4 2025 | Jan 21, 2026 |
| Arete Wealth Advisors, LLC | History | Added to | 11,635 | 917 | 0.06% | 0.05% | 677 | +574 | 5.19% | Q4 2025 | Feb 13, 2026 |
| Argent Trust Co | History | No change | 11,605 | 914 | 0.03% | 0.03% | 678 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| First PREMIER Bank | History | Reduced | 11,562 | 911 | 0.21% | 0.33% | 679 | -6,589 | -36.3% | Q4 2025 | Jan 23, 2026 |
| Operose Advisors LLC | History | Reduced | 11,563 | 911 | 0.21% | 0.24% | 680 | -599 | -4.93% | Q4 2025 | Feb 10, 2026 |
| VestGen Investment Management | History | Reduced | 11,458 | 903 | 0.5% | 0.57% | 681 | -610 | -5.05% | Q4 2025 | Feb 18, 2026 |
| Texas Bank & Trust Co | History | No change | 11,440 | 901 | 0.33% | 0.34% | 682 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Archer Investment Corp | History | Reduced | 11,414 | 899 | 0.2% | 0.21% | 683 | -438 | -3.7% | Q4 2025 | Jan 30, 2026 |
| Acorn Wealth Advisors, LLC | History | Added to | 11,261 | 887 | 0.26% | 0.27% | 684 | +416 | 3.84% | Q4 2025 | Feb 10, 2026 |
| Americana Partners, LLC | History | Added to | 11,242 | 885 | 0.02% | 0.02% | 685 | +2,034 | 22.09% | Q4 2025 | Feb 06, 2026 |
| MBL Wealth, LLC | History | Reduced | 11,235 | 885 | 0.07% | 0.08% | 686 | -775 | -6.45% | Q4 2025 | Jan 21, 2026 |
| Powers Advisory Group, LLC | History | Reduced | 11,232 | 885 | 0.33% | 0.36% | 687 | -170 | -1.49% | Q4 2025 | Jan 22, 2026 |
| Opus Capital Group, LLC | History | No change | 11,095 | 874 | 0.09% | 0.1% | 688 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| UNITED BANK | History | No change | 11,034 | 869 | 0.11% | 0.1% | 689 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 10,985 | 865 | 0.0% | 0.0% | 690 | -298 | -2.64% | Q4 2025 | Feb 10, 2026 |
| CUMBERLAND ADVISORS INC | History | Added to | 10,970 | 864 | 0.33% | 0.3% | 691 | +900 | 8.94% | Q4 2025 | Feb 02, 2026 |
| My Personal CFO, LLC | History | Reduced | 10,951 | 863 | 0.36% | 3.03% | 692 | -88,071 | -88.94% | Q4 2025 | Jan 15, 2026 |
| Amicus Financial Advisors, LLC | History | New | 10,925 | 860 | 0.24% | — | 693 | +10,925 | New | Q4 2025 | Mar 02, 2026 |
| Archford Capital Strategies, LLC | History | Reduced | 10,813 | 852 | 0.1% | 0.11% | 694 | -760 | -6.57% | Q4 2025 | Jan 15, 2026 |
| Loudon Investment Management, LLC | History | Reduced | 10,801 | 851 | 0.44% | 0.45% | 695 | -15 | -0.14% | Q4 2025 | Feb 12, 2026 |
| ANDREWS, LUCIA WEALTH MANAGEMENT LLC | History | Reduced | 10,737 | 846 | 0.5% | 0.59% | 696 | -1,678 | -13.52% | Q4 2025 | Jan 26, 2026 |
| Prospera Financial Services Inc | History | Reduced | 10,698 | 844 | 0.01% | 0.01% | 697 | -276 | -2.52% | Q4 2025 | Feb 09, 2026 |
| Gradient Capital Advisors, LLC | History | Added to | 10,666 | 840 | 0.22% | 0.2% | 698 | +1,411 | 15.25% | Q4 2025 | Feb 06, 2026 |
| RED CEDAR INVESTMENT MANAGEMENT, LLC | History | No change | 10,560 | 832 | 0.09% | 0.1% | 699 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Zhang Financial LLC | History | Added to | 10,503 | 827 | 0.03% | 0.02% | 700 | +3,932 | 59.84% | Q4 2025 | Feb 10, 2026 |
| MARIPAU WEALTH MANAGEMENT LLC | History | Reduced | 10,501 | 827 | 0.38% | 0.42% | 701 | -198 | -1.85% | Q4 2025 | Feb 17, 2026 |
| BARRETT & COMPANY, INC. | History | Reduced | 10,410 | 820 | 0.27% | 0.28% | 702 | -82 | -0.78% | Q4 2025 | Jan 28, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 10,381 | 818 | 0.13% | 0.0% | 703 | +10,262 | 8623.53% | Q4 2025 | Feb 02, 2026 |
| Hillcrest Wealth Advisors - NY, LLC | History | Reduced | 10,374 | 817 | 0.35% | 0.39% | 704 | -500 | -4.6% | Q4 2025 | Jan 12, 2026 |
| Center For Asset Management LLC | History | Added to | 10,360 | 816 | 0.43% | 0.42% | 705 | +405 | 4.07% | Q4 2025 | Jan 21, 2026 |
| HBE Wealth Management, LLC | History | New | 10,294 | 811 | 0.76% | — | 707 | +10,294 | New | Q4 2025 | Jan 20, 2026 |
| Principia Wealth Advisory, LLC | History | Added to | 10,292 | 811 | 0.51% | 0.5% | 706 | +1,167 | 12.79% | Q4 2025 | Feb 10, 2026 |
| Cooper Financial Group | History | Reduced | 10,277 | 809 | 0.09% | 0.1% | 708 | -1,303 | -11.25% | Q4 2025 | Jan 08, 2026 |
| GC Wealth Management RIA, LLC | History | Added to | 10,224 | 805 | 0.03% | 0.02% | 710 | +1,587 | 18.37% | Q4 2025 | Jan 30, 2026 |
| Fiera Capital Corp | History | Added to | 10,215 | 805 | 0.0% | 0.0% | 709 | +452 | 4.63% | Q4 2025 | Feb 11, 2026 |
| Curi Capital, LLC | History | Added to | 10,060 | 792 | 0.01% | 0.01% | 711 | +1,450 | 16.84% | Q4 2025 | Feb 17, 2026 |
| Narus Financial Partners, LLC | History | Reduced | 9,850 | 776 | 0.21% | 0.22% | 712 | -375 | -3.67% | Q4 2025 | Feb 09, 2026 |
| DAVIDSON TRUST CO | History | Added to | 9,834 | 774 | 0.32% | 0.3% | 713 | +670 | 7.31% | Q4 2025 | Jan 27, 2026 |
| SAM Advisors, LLC | History | Added to | 9,773 | 770 | 0.24% | 0.25% | 714 | +47 | 0.48% | Q4 2025 | Feb 12, 2026 |
| ProVise Management Group, LLC | History | Reduced | 9,742 | 767 | 0.05% | 0.06% | 715 | -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% | 716 | +276 | 2.93% | Q4 2025 | Feb 09, 2026 |
| Rock Point Advisors, LLC | History | Added to | 9,565 | 753 | 0.19% | 0.19% | 717 | +500 | 5.52% | Q4 2025 | Feb 04, 2026 |
| Asset Management Group, Inc. | History | Added to | 9,567 | 753 | 0.12% | 0.12% | 718 | +95 | 1.0% | Q4 2025 | Feb 17, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | Added to | 9,528 | 750 | 0.03% | 0.03% | 719 | +307 | 3.33% | Q4 2025 | Jan 16, 2026 |
| Lighthouse Wealth Management Inc. | History | Reduced | 9,523 | 750 | 0.51% | 0.62% | 720 | -224 | -2.3% | Q4 2025 | Jan 15, 2026 |
| MAINSAIL ASSET MANAGEMENT, LLC | History | Reduced | 9,480 | 747 | 0.32% | 0.38% | 721 | -1,510 | -13.74% | Q4 2025 | Feb 05, 2026 |
| Crabel Capital Management, LLC | History | Added to | 9,467 | 746 | 0.56% | 0.26% | 723 | +5,781 | 156.84% | Q4 2025 | Feb 17, 2026 |
| COURIER CAPITAL LLC | History | Added to | 9,470 | 746 | 0.04% | 0.04% | 722 | +223 | 2.41% | Q4 2025 | Jan 29, 2026 |
| AMG National Trust Bank | History | Reduced | 9,459 | 745 | 0.02% | 0.02% | 724 | -930 | -8.95% | Q4 2025 | Jan 30, 2026 |
| ABLE Financial Group, LLC | History | Reduced | 9,462 | 745 | 0.15% | 0.17% | 725 | -507 | -5.09% | Q4 2025 | Jan 23, 2026 |
| Van Cleef Asset Management,Inc | History | Added to | 9,423 | 742 | 0.08% | 0.07% | 726 | +143 | 1.54% | Q4 2025 | Feb 09, 2026 |
| REAP Financial Group, LLC | History | Reduced | 9,357 | 737 | 0.15% | 0.18% | 728 | -1,252 | -11.8% | Q4 2025 | Feb 10, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 9,360 | 737 | 0.02% | 0.02% | 727 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| REGIONS FINANCIAL CORP | History | New | 9,281 | 731 | 0.0% | — | 729 | +9,281 | New | Q4 2025 | Jan 27, 2026 |
| Physician Wealth Solutions Inc. | History | No change | 9,245 | 728 | 0.31% | 0.32% | 730 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Reduced | 9,221 | 726 | 0.0% | 0.0% | 731 | -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% | 732 | +200 | 2.23% | Q4 2025 | Feb 04, 2026 |
| Ballast Financial Advisors LLC | History | New | 9,084 | 715 | 0.74% | — | 733 | +9,084 | New | Q4 2025 | Feb 17, 2026 |
| Accelerate Investment Advisors LLC | History | Reduced | 9,072 | 714 | 0.48% | 0.54% | 734 | -978 | -9.73% | Q4 2025 | Jan 12, 2026 |
| Reyes Financial Architecture, Inc. | History | Reduced | 9,026 | 711 | 0.43% | 0.49% | 736 | -90 | -0.99% | Q4 2025 | Jan 26, 2026 |
| Chico Wealth RIA | History | Added to | 9,023 | 711 | 0.46% | 0.48% | 735 | +9 | 0.1% | Q4 2025 | Feb 10, 2026 |
| Wealth Forward, LLC | History | Reduced | 9,001 | 709 | 0.4% | 0.42% | 737 | -102 | -1.12% | Q4 2025 | Jan 30, 2026 |
| SHUTTLEWORTH & Co | History | Added to | 8,936 | 704 | 0.64% | 0.55% | 738 | +1,309 | 17.16% | Q4 2025 | Feb 13, 2026 |
| Gridiron Partners, LLC | History | Reduced | 8,794 | 693 | 0.39% | 0.39% | 739 | -10,658 | -54.79% | Q4 2025 | Jan 08, 2026 |
| Disciplined Investments, LLC | History | Reduced | 8,790 | 692 | 0.27% | 0.3% | 740 | -701 | -7.39% | Q4 2025 | Feb 05, 2026 |
| BCS Private Wealth Management, Inc. | History | Added to | 8,780 | 691 | 0.24% | 0.21% | 741 | +1,247 | 16.55% | Q4 2025 | Jan 26, 2026 |
| FSA Investment Group, LLC | History | Added to | 8,766 | 690 | 0.42% | 0.43% | 742 | +23 | 0.26% | Q4 2025 | Jan 13, 2026 |
| AMARA FINANCIAL, LLC. | History | Added to | 8,739 | 688 | 0.48% | 0.41% | 743 | +1,632 | 22.96% | Q4 2025 | Feb 03, 2026 |
| ELEVATUS WELATH MANAGEMENT | History | Reduced | 8,739 | 688 | 0.19% | 0.2% | 744 | -101 | -1.14% | Q4 2025 | Jan 14, 2026 |
| BESSEMER GROUP INC | History | No change | 8,723 | 687 | 0.0% | 0.0% | 745 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Alhambra Investment Management LLC | History | Added to | 8,644 | 681 | 0.32% | 0.32% | 746 | +125 | 1.47% | Q4 2025 | Jan 15, 2026 |
| Buck Wealth Strategies, LLC | History | Reduced | 8,584 | 676 | 0.09% | 0.11% | 747 | -1,177 | -12.06% | Q4 2025 | Feb 03, 2026 |
| HCR Wealth Advisors | History | Added to | 8,544 | 673 | 0.07% | 0.07% | 748 | +18 | 0.21% | Q4 2025 | Jan 27, 2026 |
| International Private Wealth Advisors LLC | History | Added to | 8,480 | 668 | 0.42% | 0.42% | 749 | +6 | 0.07% | Q4 2025 | Jan 14, 2026 |
| Tumwater Wealth Management, LLC | History | Added to | 8,421 | 663 | 0.27% | 0.28% | 750 | +388 | 4.83% | Q4 2025 | Jan 29, 2026 |
| TIEMANN INVESTMENT ADVISORS, LLC | History | Reduced | 8,318 | 655 | 0.25% | 0.25% | 751 | -100 | -1.19% | Q4 2025 | Feb 13, 2026 |
| Sandy Cove Advisors, LLC | History | Reduced | 8,251 | 650 | 0.19% | 0.27% | 754 | -2,476 | -23.08% | Q4 2025 | Feb 09, 2026 |
| Shore Point Advisors, LLC | History | Added to | 8,248 | 650 | 0.28% | 0.28% | 753 | +333 | 4.21% | Q4 2025 | Jan 23, 2026 |
| SCS Capital Management LLC | History | No change | 8,260 | 650 | 0.01% | 0.01% | 752 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | New | 8,133 | 640 | 0.05% | — | 755 | +8,133 | New | Q4 2025 | Feb 12, 2026 |
| Eagle Strategies LLC | History | Reduced | 8,090 | 637 | 0.08% | 0.09% | 756 | -169 | -2.05% | Q4 2025 | Jan 23, 2026 |
| Team Financial Group, LLC | History | Added to | 8,076 | 636 | 0.29% | 0.29% | 757 | +242 | 3.09% | Q4 2025 | Jan 13, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 8,050 | 634 | 0.05% | 0.05% | 758 | +860 | 11.96% | Q4 2025 | Feb 04, 2026 |
| Keudell/Morrison Wealth Management | History | New | 8,023 | 632 | 0.13% | — | 759 | +8,023 | New | Q4 2025 | Feb 06, 2026 |
| GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. | History | New | 7,932 | 625 | 0.5% | — | 760 | +7,932 | New | Q4 2025 | Feb 12, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | New | 7,896 | 622 | 0.0% | — | 761 | +7,896 | New | Q4 2025 | Feb 17, 2026 |
| Harfst & Associates, Inc. | History | New | 7,893 | 622 | 0.11% | — | 762 | +7,893 | New | Q4 2025 | Feb 10, 2026 |
| Minot DeBlois Advisors LLC | History | Added to | 7,740 | 609 | 0.55% | 0.51% | 763 | +609 | 8.54% | Q4 2025 | Feb 13, 2026 |
| Maridea Wealth Management LLC | History | Reduced | 7,712 | 607 | 0.09% | 0.1% | 764 | -228 | -2.87% | Q4 2025 | Jan 08, 2026 |
| SRH ADVISORS, LLC | History | Reduced | 7,695 | 606 | 0.17% | 0.18% | 765 | -305 | -3.81% | Q4 2025 | Jan 21, 2026 |
| RIA Advisory Group LLC | History | Reduced | 7,681 | 605 | 0.15% | 0.17% | 766 | -818 | -9.62% | Q4 2025 | Feb 02, 2026 |
| BURNEY CO/ | History | Reduced | 7,661 | 603 | 0.02% | 0.02% | 767 | -1,656 | -17.77% | Q4 2025 | Jan 23, 2026 |
| Legacy Financial Advisors, Inc. | History | New | 7,634 | 601 | 0.08% | — | 768 | +7,634 | New | Q4 2025 | Feb 04, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | Added to | 7,603 | 599 | 0.09% | 0.08% | 769 | +751 | 10.96% | Q4 2025 | Feb 03, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 7,592 | 598 | 0.01% | 0.01% | 770 | -1,407 | -15.64% | Q4 2025 | Feb 09, 2026 |
| ARGUS INVESTORS' COUNSEL, INC. | History | No change | 7,586 | 597 | 0.48% | 0.48% | 771 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Drucker Wealth 3.0, LLC | History | Reduced | 7,564 | 596 | 0.1% | 0.18% | 772 | -4,975 | -39.68% | Q4 2025 | Feb 03, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 7,553 | 595 | 0.0% | 0.0% | 773 | +1,570 | 26.24% | Q4 2025 | Feb 11, 2026 |
| HORIZON KINETICS ASSET MANAGEMENT LLC | History | No change | 7,478 | 589 | 0.01% | 0.01% | 774 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | New | 7,426 | 585 | 0.1% | — | 776 | +7,426 | New | Q4 2025 | Feb 12, 2026 |
| Cauble & Harre Wealth Management, Inc. | History | New | 7,425 | 585 | 0.49% | — | 775 | +7,425 | New | Q4 2025 | Feb 05, 2026 |
| Willis Johnson & Associates, Inc. | History | Added to | 7,396 | 582 | 0.04% | 0.03% | 777 | +240 | 3.35% | Q4 2025 | Jan 22, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | Reduced | 7,369 | 580 | 0.14% | 0.15% | 778 | -184 | -2.44% | Q4 2025 | Jan 23, 2026 |
| Canvas Wealth Advisors, LLC | History | Added to | 7,348 | 579 | 0.1% | 0.1% | 779 | +150 | 2.08% | Q4 2025 | Jan 12, 2026 |
| Montecito Bank & Trust | History | Reduced | 7,313 | 576 | 0.09% | 0.21% | 780 | -9,440 | -56.35% | Q4 2025 | Jan 09, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 7,314 | 576 | 0.05% | 0.03% | 781 | +2,449 | 50.34% | Q4 2025 | Feb 13, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 7,306 | 575 | 0.05% | 0.05% | 782 | +361 | 5.2% | Q4 2025 | Jan 23, 2026 |
| Gibraltar Capital Management, Inc. | History | Added to | 7,285 | 574 | 0.1% | 0.1% | 784 | +30 | 0.41% | Q4 2025 | Feb 02, 2026 |
| SNS Financial Group, LLC | History | No change | 7,295 | 574 | 0.05% | 0.05% | 783 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Fisher Asset Management, LLC | History | Added to | 7,268 | 572 | 0.0% | 0.0% | 785 | +3,031 | 71.54% | Q4 2025 | Feb 09, 2026 |
| Brookmont Capital Management | History | Added to | 7,172 | 565 | 0.33% | 0.31% | 786 | +24 | 0.34% | Q4 2025 | Feb 10, 2026 |
| Dynasty Wealth Management, LLC | History | Reduced | 7,140 | 562 | 0.01% | 0.01% | 787 | -4,879 | -40.59% | Q4 2025 | Feb 10, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 7,141 | 562 | 0.0% | 0.0% | 788 | -85 | -1.18% | Q4 2025 | Feb 12, 2026 |
| Trilogy Capital Inc. | History | No change | 7,084 | 558 | 0.02% | 0.03% | 789 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Rothschild Wealth LLC | History | Reduced | 7,055 | 556 | 0.05% | 0.13% | 790 | -438 | -5.85% | Q4 2025 | Feb 17, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 7,018 | 553 | 0.01% | 0.01% | 791 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Pine Valley Investments Ltd Liability Co | History | Added to | 7,016 | 552 | 0.03% | 0.03% | 792 | +228 | 3.36% | Q4 2025 | Feb 13, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | Added to | 6,992 | 551 | 0.0% | 0.0% | 793 | +139 | 2.03% | Q4 2025 | Feb 17, 2026 |
| Centennial Advisors, LLC | History | New | 6,971 | 549 | 0.71% | — | 796 | +6,971 | New | Q4 2025 | Jan 22, 2026 |
| CAPITAL INSIGHT PARTNERS, LLC | History | Reduced | 6,974 | 549 | 0.12% | 0.13% | 794 | -2,863 | -29.1% | Q4 2025 | Feb 17, 2026 |
| SpringVest Wealth Management LLC | History | Reduced | 6,975 | 549 | 0.38% | 0.46% | 797 | -877 | -11.17% | Q4 2025 | Jan 23, 2026 |
| TECTONIC ADVISORS LLC | History | No change | 6,970 | 549 | 0.03% | 0.03% | 795 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| CogentBlue Wealth Advisors, LLC | History | Reduced | 6,949 | 547 | 0.37% | 0.77% | 798 | -7,457 | -51.76% | Q4 2025 | Jan 16, 2026 |
| McLaughlin Asset Management, Inc. | History | New | 6,946 | 547 | 0.49% | — | 799 | +6,946 | New | Q4 2025 | Feb 20, 2026 |
| DUTCH ASSET Corp | History | New | 6,944 | 547 | 0.42% | — | 800 | +6,944 | New | Q4 2025 | Mar 11, 2026 |
| Samalin Investment Counsel, LLC | History | New | 6,929 | 546 | 0.19% | — | 801 | +6,929 | New | Q4 2025 | Jan 30, 2026 |
| Redwood Investment Management, LLC | History | Reduced | 6,925 | 546 | 0.06% | 0.07% | 802 | -785 | -10.18% | Q4 2025 | Feb 17, 2026 |
| CHATHAM CAPITAL GROUP, INC. | History | Reduced | 6,914 | 544 | 0.08% | 0.08% | 803 | -45 | -0.65% | Q4 2025 | Jan 14, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | No change | 6,900 | 543 | 0.0% | 0.0% | 804 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | Reduced | 6,875 | 541 | 0.03% | 0.04% | 805 | -168 | -2.39% | Q4 2025 | Feb 12, 2026 |
| WORLD EQUITY GROUP, INC. | History | Added to | 6,857 | 540 | 0.15% | 0.12% | 806 | +212 | 3.19% | Q4 2025 | Jan 12, 2026 |
| Life Planning Partners, Inc | History | No change | 6,861 | 540 | 0.41% | 0.4% | 807 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Valley Financial Group, Inc. | History | Reduced | 6,812 | 536 | 0.3% | 0.66% | 808 | -8,003 | -54.02% | Q4 2025 | Feb 18, 2026 |
| Summit Wealth Group, LLC | History | Reduced | 6,768 | 533 | 0.12% | 0.15% | 809 | -874 | -11.44% | Q4 2025 | Feb 06, 2026 |
| Modern Wealth Management, LLC | History | Added to | 6,757 | 532 | 0.01% | 0.01% | 811 | +3,090 | 84.27% | Q4 2025 | Feb 17, 2026 |
| Wick Capital Partners, LLC | History | Reduced | 6,757 | 532 | 0.1% | 0.14% | 810 | -566 | -7.73% | Q4 2025 | Mar 02, 2026 |
| Tortoise Investment Management, LLC | History | Added to | 6,744 | 531 | 0.05% | 0.04% | 812 | +387 | 6.09% | Q4 2025 | Feb 06, 2026 |
| FSM Wealth Advisors, LLC | History | Added to | 6,730 | 530 | 0.07% | 0.06% | 814 | +1,334 | 24.72% | Q4 2025 | Jan 23, 2026 |
| Washington Trust Advisors, Inc. | History | Reduced | 6,728 | 530 | 0.04% | 0.04% | 813 | -444 | -6.19% | Q4 2025 | Feb 03, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 6,717 | 529 | 0.09% | 0.09% | 815 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Townsend Financial Planning, LLC | History | New | 6,680 | 526 | 0.53% | — | 816 | +6,680 | New | Q4 2025 | Feb 17, 2026 |
| Breakwater Investment Management | History | No change | 6,664 | 525 | 0.19% | 0.19% | 817 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Hurlow Wealth Management Group, Inc. | History | New | 6,658 | 524 | 0.13% | — | 818 | +6,658 | New | Q4 2025 | Feb 17, 2026 |
| Integrated Wealth Management | History | New | 6,629 | 522 | 0.59% | — | 819 | +6,629 | New | Q4 2025 | Mar 03, 2026 |
| Two West Capital Advisors LLC | History | Added to | 6,607 | 520 | 0.3% | 0.3% | 820 | +363 | 5.81% | Q4 2025 | Jan 13, 2026 |
| RoundAngle Advisors LLC | History | Added to | 6,587 | 519 | 0.38% | 0.38% | 821 | +389 | 6.28% | Q4 2025 | Jan 12, 2026 |
| PMG Wealth Management, Inc. | History | No change | 6,593 | 519 | 0.38% | 0.4% | 822 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| TrueWealth Advisors, LLC | History | Reduced | 6,547 | 515 | 0.13% | 0.15% | 823 | -521 | -7.37% | Q4 2025 | Jan 07, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | Added to | 6,526 | 514 | 0.06% | 0.05% | 824 | +394 | 6.43% | Q4 2025 | Jan 29, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 6,515 | 513 | 0.02% | 0.02% | 825 | -510 | -7.26% | Q4 2025 | Feb 17, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | No change | 6,510 | 513 | 0.14% | 0.21% | 826 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| WIREGRASS INVESTMENT MANAGEMENT LLC | History | New | 6,500 | 512 | 0.43% | — | 827 | +6,500 | New | Q4 2025 | Feb 13, 2026 |
| Wealthspire Retirement, LLC | History | Added to | 6,422 | 506 | 0.03% | 0.03% | 828 | +107 | 1.69% | Q4 2025 | Feb 18, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Reduced | 6,382 | 502 | 0.02% | 0.02% | 831 | -986 | -13.38% | Q4 2025 | Jan 12, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Reduced | 6,378 | 502 | 0.04% | 0.04% | 830 | -115 | -1.77% | Q4 2025 | Feb 17, 2026 |
| NorthCrest Asset Manangement, LLC | History | Added to | 6,369 | 502 | 0.01% | 0.01% | 829 | +33 | 0.52% | Q4 2025 | Jan 08, 2026 |
| SPINNAKER TRUST | History | Added to | 6,366 | 501 | 0.03% | 0.02% | 832 | +1,155 | 22.16% | Q4 2025 | Feb 10, 2026 |
| WEBSTER BANK, N. A. | History | Added to | 6,346 | 500 | 0.05% | 0.05% | 833 | +196 | 3.19% | Q4 2025 | Jan 23, 2026 |
| Baron Financial Group, LLC | History | Added to | 6,277 | 494 | 0.26% | 0.26% | 834 | +212 | 3.5% | Q4 2025 | Jan 09, 2026 |
| Hiley Hunt Wealth Management | History | Added to | 6,259 | 493 | 0.22% | 0.23% | 835 | +23 | 0.37% | Q4 2025 | Jan 06, 2026 |
| United Advisor Group, LLC | History | Reduced | 6,223 | 490 | 0.06% | 0.07% | 836 | -330 | -5.04% | Q4 2025 | Jan 26, 2026 |
| Armbruster Capital Management, Inc. | History | Reduced | 6,212 | 489 | 0.08% | 0.08% | 837 | -75 | -1.19% | Q4 2025 | Jan 23, 2026 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | History | Reduced | 6,167 | 486 | 0.16% | 0.17% | 838 | -399 | -6.08% | Q4 2025 | Jan 22, 2026 |
| Olde Wealth Management, LLC | History | Added to | 6,171 | 486 | 0.15% | 0.15% | 839 | +1 | 0.02% | Q4 2025 | Feb 12, 2026 |
| Reliant Investment Partners, LLC | History | Reduced | 6,155 | 485 | 0.38% | 0.38% | 840 | -80 | -1.28% | Q4 2025 | Feb 06, 2026 |
| COGENT STRATEGIC WEALTH LLC | History | New | 6,150 | 484 | 0.53% | — | 841 | +6,150 | New | Q4 2025 | Mar 02, 2026 |
| Ruedi Wealth Management, Inc. | History | Reduced | 6,129 | 483 | 0.13% | 0.14% | 842 | -375 | -5.77% | Q4 2025 | Feb 06, 2026 |
| Winter & Associates, Inc. | History | New | 6,123 | 482 | 0.45% | — | 844 | +6,123 | New | Q4 2025 | Feb 13, 2026 |
| VSM Wealth Advisory, LLC | History | Added to | 6,124 | 482 | 0.14% | 0.15% | 843 | +2 | 0.03% | Q4 2025 | Feb 06, 2026 |
| Continuum Advisory, LLC | History | Added to | 6,107 | 481 | 0.05% | 0.05% | 846 | +632 | 11.54% | Q4 2025 | Feb 11, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 6,115 | 481 | 0.01% | 0.01% | 845 | +8 | 0.13% | Q4 2025 | Jan 23, 2026 |
| Hyundai Investments Co., Ltd. | History | New | 6,055 | 477 | 0.46% | — | 848 | +6,055 | New | Q4 2025 | Feb 17, 2026 |
| A. D. Beadell Investment Counsel, Inc. | History | Added to | 6,060 | 477 | 0.31% | 0.33% | 847 | +3 | 0.05% | Q4 2025 | Jan 14, 2026 |
| NorthStar Asset Management LLC /NJ/ | History | Added to | 6,027 | 475 | 0.21% | 0.22% | 849 | +109 | 1.84% | Q4 2025 | Feb 10, 2026 |
| BURLING WEALTH PARTNERS, LLC | History | New | 6,020 | 474 | 0.07% | — | 850 | +6,020 | New | Q4 2025 | Feb 06, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 6,003 | 473 | 0.0% | 0.0% | 851 | +163 | 2.79% | Q4 2025 | Feb 13, 2026 |
| SEIZERT CAPITAL PARTNERS, LLC | History | Added to | 5,959 | 469 | 0.02% | 0.02% | 852 | +74 | 1.26% | Q4 2025 | Feb 02, 2026 |
| Midwest Capital Advisors, LLC | History | Reduced | 5,932 | 467 | 0.22% | 0.23% | 853 | -14 | -0.24% | Q4 2025 | Jan 29, 2026 |
| DELTA FINANCIAL ADVISORS LLC | History | Reduced | 5,913 | 466 | 0.12% | 0.13% | 855 | -2 | -0.03% | Q4 2025 | Feb 06, 2026 |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | History | No change | 5,925 | 466 | 0.0% | 0.0% | 854 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| FAS Wealth Partners, Inc. | History | Added to | 5,912 | 465 | 0.03% | 0.03% | 856 | +67 | 1.15% | Q4 2025 | Feb 18, 2026 |
| Summit Financial, LLC | History | Reduced | 5,895 | 464 | 0.01% | 0.01% | 857 | -132 | -2.19% | Q4 2025 | Feb 13, 2026 |
| Pointe Capital Management LLC | History | Reduced | 5,860 | 461 | 0.23% | 0.24% | 858 | -315 | -5.1% | Q4 2025 | Feb 17, 2026 |
| Bank of Jackson Hole Trust | History | Added to | 5,835 | 459 | 0.22% | 0.21% | 859 | +543 | 10.26% | Q4 2025 | Feb 12, 2026 |
| O'Brien Wealth Partners LLC | History | New | 5,789 | 456 | 0.06% | — | 860 | +5,789 | New | Q4 2025 | Jan 22, 2026 |
| SHAYNE & JACOBS, LLC | History | No change | 5,775 | 455 | 0.14% | 0.14% | 861 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| REICON WEALTH ADVISORS, LLC | History | New | 5,750 | 453 | 0.33% | — | 862 | +5,750 | New | Q4 2025 | Jan 30, 2026 |
| VESTIA PERSONAL WEALTH ADVISORS | History | Added to | 5,753 | 453 | 0.23% | 0.26% | 863 | +98 | 1.73% | Q4 2025 | Jan 27, 2026 |
| Intergy Private Wealth, LLC | History | Added to | 5,727 | 451 | 0.14% | 0.14% | 864 | +192 | 3.47% | Q4 2025 | Jan 22, 2026 |
| ARK & TLK INVESTMENTS, LLC | History | Reduced | 5,712 | 450 | 0.12% | 0.16% | 866 | -545 | -8.71% | Q4 2025 | Feb 10, 2026 |
| APS Management Group, Inc. | History | Added to | 5,713 | 450 | 0.39% | 0.36% | 865 | +512 | 9.84% | Q4 2025 | Jan 28, 2026 |
| Legacy Advisory Services, LLC | History | Added to | 5,715 | 450 | 0.34% | 0.33% | 867 | +75 | 1.33% | Q4 2025 | Jan 23, 2026 |
| Ignite Planners, LLC | History | Reduced | 5,672 | 447 | 0.07% | 0.07% | 868 | -125 | -2.16% | Q4 2025 | Feb 06, 2026 |
| CAMBRIDGE CAPITAL MANAGEMENT, LLC | History | Added to | 5,647 | 445 | 0.2% | 0.21% | 869 | +73 | 1.31% | Q4 2025 | Jan 28, 2026 |
| Ballentine Capital Advisors, Inc | History | Added to | 5,641 | 444 | 0.19% | 0.19% | 870 | +174 | 3.18% | Q4 2025 | Feb 02, 2026 |
| GERMAN AMERICAN BANCORP, INC. | History | No change | 5,623 | 443 | 0.04% | 0.04% | 871 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 5,566 | 438 | 0.02% | — | 873 | +5,566 | New | Q4 2025 | Feb 03, 2026 |
| POTOMAC FUND MANAGEMENT INC /ADV | History | Reduced | 5,567 | 438 | 0.02% | 0.02% | 872 | -34 | -0.61% | Q4 2025 | Feb 13, 2026 |
| Linscomb Wealth, Inc. | History | Reduced | 5,552 | 437 | 0.02% | 0.02% | 874 | -157 | -2.75% | Q4 2025 | Feb 10, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 5,523 | 435 | 0.03% | 0.03% | 875 | -421 | -7.08% | Q4 2025 | Feb 06, 2026 |
| Forthright Family Wealth Advisory LLC | History | Added to | 5,507 | 434 | 0.27% | 0.25% | 876 | +289 | 5.54% | Q4 2025 | Feb 23, 2026 |
| Kestra Investment Management, LLC | History | Added to | 5,501 | 433 | 0.01% | 0.01% | 877 | +732 | 15.35% | Q4 2025 | Feb 09, 2026 |
| Squire Investment Management Company, LLC | History | Reduced | 5,493 | 432 | 0.13% | 0.15% | 878 | -295 | -5.1% | Q4 2025 | Jan 22, 2026 |
| Barnes Wealth Management Group, Inc | History | Reduced | 5,468 | 430 | 0.23% | 0.25% | 879 | -285 | -4.95% | Q4 2025 | Feb 24, 2026 |
| Moors & Cabot, Inc. | History | Added to | 5,427 | 427 | 0.02% | 0.02% | 880 | +30 | 0.56% | Q4 2025 | Feb 10, 2026 |
| TBH Global Asset Management, LLC | History | Added to | 5,362 | 422 | 0.07% | 0.08% | 881 | +148 | 2.84% | Q4 2025 | Jan 29, 2026 |
| Global Assets Advisory, LLC | History | Reduced | 5,351 | 421 | 0.12% | 0.13% | 882 | -110 | -2.01% | Q4 2025 | Feb 09, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Added to | 5,327 | 419 | 0.06% | 0.06% | 883 | +120 | 2.3% | Q4 2025 | Jan 12, 2026 |
| Nova R Wealth, Inc. | History | New | 5,308 | 418 | 0.15% | — | 884 | +5,308 | New | Q4 2025 | Jan 14, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Reduced | 5,311 | 418 | 0.05% | 0.06% | 885 | -10 | -0.19% | Q4 2025 | Feb 04, 2026 |
| Total Wealth Planning, LLC | History | Reduced | 5,266 | 415 | 0.89% | 0.06% | 886 | -1,522 | -22.42% | Q4 2025 | Feb 13, 2026 |
| Wealth Advisory Solutions, LLC | History | Reduced | 5,261 | 414 | 0.1% | 0.12% | 887 | -968 | -15.54% | Q4 2025 | Jan 16, 2026 |
| Mainstream Capital Management LLC | History | No change | 5,245 | 413 | 0.27% | 0.27% | 888 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 5,196 | 409 | 0.04% | 0.04% | 890 | -1,207 | -18.85% | Q4 2025 | Jan 26, 2026 |
| TODD ASSET MANAGEMENT LLC | History | No change | 5,192 | 409 | 0.01% | 0.01% | 889 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Hardworking Capital Advisors, LLC | History | New | 5,185 | 408 | 0.37% | — | 893 | +5,185 | New | Q4 2025 | Feb 12, 2026 |
| SeaCrest Wealth Management, LLC | History | Reduced | 5,180 | 408 | 0.04% | 0.04% | 892 | -129 | -2.43% | Q4 2025 | Jan 12, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Added to | 5,178 | 408 | 0.05% | 0.05% | 891 | +68 | 1.33% | Q4 2025 | Jan 14, 2026 |
| ALEXANDER LABRUNERIE & CO., INC. | History | New | 5,170 | 407 | 0.15% | — | 895 | +5,170 | New | Q4 2025 | Mar 26, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 5,171 | 407 | 0.02% | 0.03% | 894 | +878 | 20.45% | Q4 2025 | Jan 29, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | New | 5,110 | 402 | 0.0% | — | 896 | +5,110 | New | Q4 2025 | Feb 17, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 5,108 | 402 | 0.02% | 0.02% | 897 | -90 | -1.73% | Q4 2025 | Jan 20, 2026 |
| Litman Gregory Wealth Management LLC | History | No change | 5,055 | 398 | 0.03% | 0.03% | 898 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Topsail Wealth Management, LLC | History | Reduced | 5,034 | 396 | 0.06% | 0.07% | 899 | -129 | -2.5% | Q4 2025 | Feb 04, 2026 |
| Baker Ellis Asset Management LLC | History | No change | 5,000 | 394 | 0.05% | 0.05% | 900 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| BAR HARBOR WEALTH MANAGEMENT | History | New | 4,979 | 392 | 0.02% | — | 901 | +4,979 | New | Q4 2025 | Jan 22, 2026 |
| ASPIRIANT, LLC | History | Reduced | 4,974 | 392 | 0.01% | 0.01% | 902 | -783 | -13.6% | Q4 2025 | Jan 20, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 4,954 | 390 | 0.01% | 0.06% | 903 | -10,809 | -68.57% | Q4 2025 | Feb 09, 2026 |
| Revisor Wealth Management LLC | History | Added to | 4,940 | 389 | 0.1% | 0.11% | 904 | +852 | 20.84% | Q4 2025 | Jan 27, 2026 |
| Duncan Williams Asset Management, LLC | History | Added to | 4,955 | 389 | 0.1% | 0.11% | 905 | +3 | 0.06% | Q4 2025 | Feb 05, 2026 |
| Mosley Wealth Management | History | New | 4,933 | 388 | 0.18% | — | 906 | +4,933 | New | Q4 2025 | Feb 12, 2026 |
| Krilogy Financial LLC | History | Reduced | 4,917 | 387 | 0.01% | 0.01% | 907 | -63 | -1.27% | Q4 2025 | Jan 27, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 4,903 | 386 | 0.09% | 0.05% | 908 | +2,314 | 89.38% | Q4 2025 | Jan 12, 2026 |
| Integrity Advisory Solutions, LLC | History | Added to | 4,898 | 386 | 0.06% | 0.06% | 909 | +48 | 0.99% | Q4 2025 | Feb 09, 2026 |
| Elmwood Wealth Management, Inc. | History | Added to | 4,893 | 385 | 0.12% | 0.12% | 910 | +468 | 10.58% | Q4 2025 | Jan 08, 2026 |
| HOGE FINANCIAL SERVICES, LLC | History | Added to | 4,840 | 381 | 0.21% | 0.16% | 912 | +1,375 | 39.68% | Q4 2025 | Jan 29, 2026 |
| Matisse Capital | History | Added to | 4,845 | 381 | 0.17% | 0.14% | 911 | +938 | 24.01% | Q4 2025 | Jan 29, 2026 |
| Livet Wealth, LLC | History | New | 4,819 | 379 | 0.23% | — | 913 | +4,819 | New | Q4 2025 | Feb 13, 2026 |
| Meadowbrook Advisors Group, LLC | History | New | 4,797 | 378 | 0.21% | — | 914 | +4,797 | New | Q4 2025 | Mar 11, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 4,770 | 375 | 0.02% | 0.07% | 916 | -11,471 | -70.63% | Q4 2025 | Jan 30, 2026 |
| Nicholas Hoffman & Company, LLC. | History | Reduced | 4,764 | 375 | 0.01% | 0.01% | 915 | -428 | -8.24% | Q4 2025 | Feb 02, 2026 |
| Independent Advisor Alliance | History | Added to | 4,751 | 374 | 0.01% | 0.01% | 917 | +2,211 | 87.05% | Q4 2025 | Feb 04, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 4,749 | 374 | 0.03% | 0.03% | 918 | +6 | 0.13% | Q4 2025 | Feb 17, 2026 |
| Donalies Financial Planning, LLC | History | New | 4,744 | 373 | 0.32% | — | 919 | +4,744 | New | Q4 2025 | Feb 17, 2026 |
| SeaBridge Investment Advisors LLC | History | Added to | 4,728 | 372 | 0.06% | 0.06% | 920 | +9 | 0.19% | Q4 2025 | Jan 26, 2026 |
| Wynn Capital, LLC | History | No change | 4,700 | 370 | 0.18% | 0.18% | 921 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Claris Financial LLC | History | Reduced | 4,682 | 368 | 0.2% | 0.36% | 922 | -3,461 | -42.5% | Q4 2025 | Feb 19, 2026 |
| Forefront Wealth Partners, LLC | History | Added to | 4,667 | 367 | 0.17% | 0.07% | 923 | +900 | 23.89% | Q4 2025 | Feb 06, 2026 |
| Financial & Tax Architects, LLC | History | Added to | 4,615 | 363 | 0.08% | 0.08% | 924 | +17 | 0.37% | Q4 2025 | Jan 21, 2026 |
| Miller Capital Partners, Inc. | History | New | 4,595 | 362 | 0.18% | — | 926 | +4,595 | New | Q4 2025 | Feb 17, 2026 |
| S.A. Mason LLC | History | No change | 4,600 | 362 | 0.14% | 0.16% | 925 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Keener Financial Planning LLC | History | Added to | 4,541 | 357 | 0.15% | 0.05% | 929 | +3,168 | 230.74% | Q4 2025 | Jan 23, 2026 |
| WETZEL INVESTMENT ADVISORS, INC. | History | Added to | 4,541 | 357 | 0.14% | 0.11% | 930 | +1,227 | 37.02% | Q4 2025 | Jan 22, 2026 |
| DRAVO BAY LLC | History | Added to | 4,538 | 357 | 0.15% | 0.14% | 927 | +391 | 9.43% | Q4 2025 | Jan 27, 2026 |
| VANCE WEALTH, LLC | History | Added to | 4,542 | 357 | 0.11% | 0.11% | 928 | +77 | 1.72% | Q4 2025 | Feb 17, 2026 |
| Pacific Point Advisors, LLC | History | No change | 4,537 | 357 | 0.19% | 0.21% | 931 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Beacon Financial Advisory LLC | History | Reduced | 4,525 | 356 | 0.08% | 0.09% | 932 | -140 | -3.0% | Q4 2025 | Feb 17, 2026 |
| TWIN CITY PRIVATE WEALTH, LLC | History | Reduced | 4,513 | 355 | 0.27% | 0.29% | 933 | -271 | -5.66% | Q4 2025 | Feb 13, 2026 |
| 55 North Private Wealth, LLC | History | New | 4,500 | 354 | 0.09% | — | 935 | +4,500 | New | Q4 2025 | Jan 27, 2026 |
| DAVIS R M INC | History | No change | 4,500 | 354 | 0.01% | 0.01% | 934 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| First International Bank of Israel Ltd. | History | Added to | 4,450 | 350 | 0.17% | 0.19% | 936 | +148 | 3.44% | Q4 2025 | Feb 12, 2026 |
| Clientfirst Wealth Management, LLC | History | Reduced | 4,437 | 349 | 0.28% | 0.41% | 939 | -2,000 | -31.07% | Q4 2025 | Feb 06, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Added to | 2,954 | 349 | 0.11% | 0.14% | 940 | +181 | 6.53% | Q4 2025 | Jan 22, 2026 |
| CAPITAL ADVISORS INC/OK | History | Added to | 4,437 | 349 | 0.01% | 0.01% | 937 | +11 | 0.25% | Q4 2025 | Jan 15, 2026 |
| ELEMENT POINTE ADVISORS, LLC | History | No change | 4,441 | 349 | 0.07% | 0.07% | 938 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Midwest Trust Co | History | Added to | 4,422 | 348 | 0.0% | 0.0% | 943 | +183 | 4.32% | Q4 2025 | Feb 04, 2026 |
| PRIVATE MANAGEMENT GROUP INC | History | No change | 4,420 | 348 | 0.01% | 0.01% | 941 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Running Point Capital Advisors, LLC | History | No change | 4,419 | 348 | 0.09% | 0.09% | 942 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| WASHINGTON TRUST BANK | History | Reduced | 4,367 | 344 | 0.02% | 0.03% | 944 | -784 | -15.22% | Q4 2025 | Feb 04, 2026 |
| Raleigh Capital Management Inc. | History | Reduced | 4,366 | 344 | 0.12% | 0.13% | 945 | -9 | -0.21% | Q4 2025 | Jan 21, 2026 |
| Maia Wealth LLC | History | Reduced | 4,344 | 343 | 0.06% | 0.15% | 946 | -6,977 | -61.63% | Q4 2025 | Feb 17, 2026 |
| Investment Advisory Group, LLC | History | Added to | 4,352 | 342 | 0.09% | 0.09% | 947 | +17 | 0.39% | Q4 2025 | Jan 23, 2026 |
| LJI Wealth Management, LLC | History | New | 4,333 | 341 | 0.05% | — | 948 | +4,333 | New | Q4 2025 | Feb 03, 2026 |
| Bison Wealth, LLC | History | New | 4,355 | 340 | 0.04% | — | 950 | +4,355 | New | Q4 2025 | Mar 24, 2026 |
| SVB WEALTH LLC | History | No change | 4,322 | 340 | 0.02% | 0.02% | 949 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Chemistry Wealth Management LLC | History | No change | 4,304 | 339 | 0.06% | 0.07% | 951 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| Fund Evaluation Group, LLC | History | Added to | 4,274 | 336 | 0.01% | 0.01% | 952 | +846 | 24.68% | Q4 2025 | Feb 11, 2026 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | History | Added to | 4,240 | 334 | 0.04% | 0.05% | 953 | +25 | 0.59% | Q4 2025 | Feb 17, 2026 |
| Anchor Investment Management, LLC | History | Added to | 4,228 | 333 | 0.03% | 0.03% | 954 | +4 | 0.09% | Q4 2025 | Feb 26, 2026 |
| Nabity-Jensen Investment Management Inc | History | No change | 4,238 | 333 | 0.23% | 0.23% | 955 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Biltmore Family Office, LLC | History | Reduced | 4,216 | 332 | 0.05% | 0.05% | 956 | -16 | -0.38% | Q4 2025 | Feb 04, 2026 |
| LVW Advisors, LLC | History | New | 4,212 | 331 | 0.03% | — | 957 | +4,212 | New | Q4 2025 | Jan 14, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 4,210 | 331 | 0.01% | 0.01% | 958 | -222 | -5.01% | Q4 2025 | Jan 23, 2026 |
| Frontier Asset Management, LLC | History | Added to | 4,212 | 331 | 0.08% | 0.08% | 959 | +23 | 0.55% | Q4 2025 | Feb 04, 2026 |
| Shepherd Street Advisors LLC | History | New | 4,189 | 330 | 0.32% | — | 960 | +4,189 | New | Q4 2025 | Feb 10, 2026 |
| Cardinal Point Capital Management ULC | History | New | 4,187 | 329 | 0.02% | — | 964 | +4,187 | New | Q4 2025 | Feb 05, 2026 |
| Stockman Wealth Management, Inc. | History | Reduced | 4,181 | 329 | 0.04% | 0.07% | 963 | -3,228 | -43.57% | Q4 2025 | Jan 29, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 4,170 | 329 | 0.02% | 0.03% | 962 | -2,849 | -40.59% | Q4 2025 | Feb 13, 2026 |
| CONNORS INVESTOR SERVICES INC | History | Added to | 4,179 | 329 | 0.03% | 0.02% | 961 | +1,173 | 39.02% | Q4 2025 | Feb 09, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 4,134 | 325 | 0.02% | 0.03% | 965 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| FSA Advisors, Inc. | History | Reduced | 4,119 | 324 | 0.23% | 0.61% | 966 | -5,593 | -57.59% | Q4 2025 | Feb 02, 2026 |
| Vines Capital Management, LLC | History | New | 4,100 | 323 | 0.31% | — | 968 | +4,100 | New | Q4 2025 | Feb 17, 2026 |
| MGO Private Wealth, LLC | History | Reduced | 4,102 | 323 | 0.2% | 0.19% | 967 | -28 | -0.68% | Q4 2025 | Feb 10, 2026 |
| Quantinno Capital Management LP | History | Reduced | 4,088 | 322 | 0.0% | 0.0% | 969 | -8,077 | -66.4% | Q4 2025 | Feb 17, 2026 |
| GeoWealth Management, LLC | History | Reduced | 4,053 | 319 | 0.01% | 0.02% | 970 | -3,013 | -42.64% | Q4 2025 | Feb 17, 2026 |
| American Trust | History | Added to | 4,057 | 319 | 0.03% | 0.03% | 971 | +277 | 7.33% | Q4 2025 | Feb 17, 2026 |
| V2 Financial group LLC | History | Reduced | 4,055 | 319 | 0.16% | 0.18% | 972 | -35 | -0.86% | Q4 2025 | Jan 21, 2026 |
| Madden Advisory Services, Inc. | History | Added to | 4,037 | 318 | 0.13% | 0.11% | 973 | +328 | 8.84% | Q4 2025 | Feb 11, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 4,017 | 316 | 0.11% | 0.1% | 975 | +604 | 17.7% | Q4 2025 | Jan 22, 2026 |
| HANOVER ADVISORS INC | History | Reduced | 4,013 | 316 | 0.12% | 0.12% | 974 | -21 | -0.52% | Q4 2025 | Feb 17, 2026 |
| DAVIDSON INVESTMENT ADVISORS | History | New | 4,000 | 315 | 0.01% | — | 976 | +4,000 | New | Q4 2025 | Jan 27, 2026 |
| KEB ASSET MANAGEMENT, LLC | History | Reduced | 4,005 | 315 | 0.06% | 0.07% | 977 | -101 | -2.46% | Q4 2025 | Jan 09, 2026 |
| Coastwise Capital Group, LLC | History | Added to | 3,988 | 314 | 0.16% | 0.21% | 978 | +145 | 3.77% | Q4 2025 | Feb 12, 2026 |
| Sovran Advisors, LLC | History | Reduced | 3,961 | 312 | 0.03% | 0.2% | 979 | -24,217 | -85.94% | Q4 2025 | Jan 20, 2026 |
| Blue Chip Partners, LLC | History | Added to | 3,941 | 310 | 0.02% | 0.02% | 980 | +701 | 21.64% | Q4 2025 | Feb 18, 2026 |
| Monument Group Wealth Advisors, LLC | History | No change | 3,923 | 309 | 0.17% | 0.18% | 981 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| J.M. Arbour, LLC | History | New | 3,919 | 308 | 0.31% | — | 982 | +3,919 | New | Q4 2025 | Jan 26, 2026 |
| Hutchens & Kramer Investment Management Group, LLC | History | Added to | 3,897 | 307 | 0.11% | 0.12% | 983 | +75 | 1.96% | Q4 2025 | Jan 08, 2026 |
| Simmons Bank | History | Reduced | 3,887 | 306 | 0.02% | 0.03% | 984 | -1,618 | -29.39% | Q4 2025 | Feb 05, 2026 |
| Silver Grove Financial Group, Inc. | History | Reduced | 3,895 | 306 | 0.26% | 0.29% | 986 | -10 | -0.26% | Q4 2025 | Feb 17, 2026 |
| Beckerman Institutional, LLC | History | No change | 3,891 | 306 | 0.17% | 0.18% | 985 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Cascade Investment Advisors, Inc. | History | Added to | 3,880 | 305 | 0.18% | 0.17% | 987 | +400 | 11.49% | Q4 2025 | Jan 14, 2026 |
| Balentine LLC | History | Added to | 3,868 | 304 | 0.01% | 0.01% | 989 | +102 | 2.71% | Q4 2025 | Feb 02, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Reduced | 3,863 | 304 | 0.02% | 0.02% | 988 | -61 | -1.55% | Q4 2025 | Feb 04, 2026 |
| PENNEY FINANCIAL, LLC | History | No change | 3,866 | 304 | 0.12% | 0.14% | 990 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Envision Financial Planning, LLC | History | Reduced | 3,849 | 303 | 0.11% | 0.83% | 992 | -20,912 | -84.46% | Q4 2025 | Feb 17, 2026 |
| B & T Capital Management DBA Alpha Capital Management | History | No change | 3,855 | 303 | 0.04% | 0.05% | 991 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Sonoma Private Wealth LLC | History | Added to | 3,828 | 301 | 0.36% | 0.35% | 993 | +131 | 3.54% | Q4 2025 | Feb 17, 2026 |
| Nautilus Advisors LLC | History | No change | 3,800 | 299 | 0.2% | 0.2% | 994 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| 21 West Wealth Management LLC | History | New | 3,784 | 298 | 0.27% | — | 995 | +3,784 | New | Q4 2025 | Jan 13, 2026 |
| EnRich Financial Partners LLC | History | Added to | 3,777 | 297 | 0.08% | 0.07% | 997 | +477 | 14.45% | Q4 2025 | Jan 28, 2026 |
| Jacobi Capital Management LLC | History | Reduced | 3,774 | 297 | 0.02% | 0.02% | 996 | -10 | -0.26% | Q4 2025 | Feb 13, 2026 |
| MidFirst Bank | History | New | 3,750 | 295 | 0.02% | — | 998 | +3,750 | New | Q4 2025 | Feb 25, 2026 |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | History | New | 3,733 | 294 | 0.02% | — | 999 | +3,733 | New | Q4 2025 | Feb 05, 2026 |
| Davis Wealth Advisors, LLC | History | New | 3,731 | 294 | 0.24% | — | 1000 | +3,731 | New | Q4 2025 | Feb 17, 2026 |
| Verde Capital Management | History | Added to | 3,728 | 293 | 0.06% | 0.05% | 1001 | +879 | 30.85% | Q4 2025 | Feb 06, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Reduced | 3,704 | 291 | 0.03% | 0.03% | 1002 | -127 | -3.32% | Q4 2025 | Jan 27, 2026 |
| MERIDIAN INVESTMENT COUNSEL INC. | History | No change | 3,689 | 290 | 0.07% | 0.07% | 1003 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| WARNER FINANCIAL, INC | History | New | 3,648 | 288 | 0.1% | — | 1004 | +3,648 | New | Q4 2025 | Jan 21, 2026 |
| SilverOak Wealth Management LLC | History | New | 3,643 | 287 | 0.04% | — | 1005 | +3,643 | New | Q4 2025 | Jan 28, 2026 |
| Howard Capital Management Group, LLC | History | No change | 3,651 | 287 | 0.02% | 0.02% | 1006 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| CBIZ Investment Advisory Services, LLC | History | Reduced | 3,638 | 286 | 0.01% | 0.02% | 1007 | -1,588 | -30.39% | Q4 2025 | Feb 09, 2026 |
| LOCKERMAN FINANCIAL GROUP, INC. | History | Reduced | 3,636 | 286 | 0.55% | 0.41% | 1008 | -450 | -11.01% | Q4 2025 | Jan 21, 2026 |
| Pinnacle Bancorp, Inc. | History | Added to | 3,619 | 285 | 0.08% | 0.08% | 1009 | +66 | 1.86% | Q4 2025 | Jan 22, 2026 |
| Milestone Investment Advisors LLC | History | Added to | 3,606 | 284 | 0.07% | 0.07% | 1010 | +227 | 6.72% | Q4 2025 | Feb 11, 2026 |
| Brookwood Investment Group LLC | History | Reduced | 3,598 | 283 | 0.03% | 0.08% | 1012 | -4,097 | -53.24% | Q4 2025 | Jan 22, 2026 |
| Security National Bank | History | No change | 3,602 | 283 | 0.04% | 0.04% | 1011 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Maxele Advisors, LLC | History | No change | 3,600 | 283 | 0.23% | 0.24% | 1013 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Berger Financial Group, Inc | History | Added to | 3,583 | 282 | 0.02% | 0.02% | 1014 | +4 | 0.11% | Q4 2025 | Jan 27, 2026 |
| Wingate Wealth Advisors, Inc. | History | Reduced | 3,577 | 281 | 0.16% | 0.21% | 1015 | -262 | -6.82% | Q4 2025 | Jan 28, 2026 |
| Colter Lewis Investment Partners LLC | History | New | 3,550 | 279 | 0.32% | — | 1019 | +3,550 | New | Q4 2025 | Feb 17, 2026 |
| Gateway Wealth Partners, LLC | History | New | 3,541 | 279 | 0.03% | — | 1018 | +3,541 | New | Q4 2025 | Feb 11, 2026 |
| Radnor Capital Management, LLC | History | Reduced | 3,547 | 279 | 0.04% | 0.08% | 1017 | -2,800 | -44.12% | Q4 2025 | Feb 06, 2026 |
| Penobscot Investment Management Company, Inc. | History | Added to | 3,548 | 279 | 0.02% | 0.02% | 1016 | +200 | 5.97% | Q4 2025 | Jan 27, 2026 |
| WESBANCO BANK INC | History | Added to | 3,519 | 277 | 0.01% | 0.01% | 1020 | +678 | 23.86% | Q4 2025 | Feb 03, 2026 |
| Watchman Group, Inc. | History | No change | 3,527 | 277 | 0.07% | 0.07% | 1021 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| American Capital Advisory, LLC | History | No change | 3,505 | 276 | 0.12% | 0.13% | 1022 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Kelly Financial Services LLC | History | Reduced | 3,494 | 275 | 0.07% | 0.08% | 1023 | -288 | -7.62% | Q4 2025 | Jan 13, 2026 |
| RETIREMENT GUYS FORMULA LLC | History | Reduced | 3,504 | 274 | 0.12% | 0.1% | 1024 | -47 | -1.32% | Q4 2025 | Jan 23, 2026 |
| Churchill Financial Advisors, LLC | History | New | 3,460 | 272 | 0.08% | — | 1026 | +3,460 | New | Q4 2025 | Feb 09, 2026 |
| Prospera Capital Management, LLC | History | Reduced | 3,459 | 272 | 0.14% | 0.14% | 1025 | -153 | -4.24% | Q4 2025 | Jan 20, 2026 |
| XY Planning Network, Inc. | History | Added to | 3,417 | 269 | 0.05% | 0.07% | 1027 | +851 | 33.16% | Q4 2025 | Jan 26, 2026 |
| Vantage Financial Partners, LLC | History | Added to | 3,416 | 269 | 0.05% | 0.06% | 1028 | +44 | 1.3% | Q4 2025 | Feb 03, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 3,405 | 268 | 0.01% | 0.03% | 1029 | -2,680 | -44.04% | Q4 2025 | Jan 28, 2026 |
| DEARBORN PARTNERS LLC | History | No change | 3,388 | 267 | 0.01% | 0.01% | 1030 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Koss-Olinger Consulting, LLC | History | Reduced | 3,364 | 265 | 0.02% | 0.15% | 1034 | -19,996 | -85.6% | Q4 2025 | Feb 10, 2026 |
| OPAL CAPITAL LLC | History | New | 4,518 | 265 | 0.07% | — | 1035 | +4,518 | New | Q4 2025 | Feb 17, 2026 |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | History | Reduced | 3,369 | 265 | 0.02% | 0.02% | 1032 | -700 | -17.2% | Q4 2025 | Jan 23, 2026 |
| Providence Capital Advisors, LLC | History | Reduced | 3,375 | 265 | 0.04% | 0.05% | 1033 | -281 | -7.69% | Q4 2025 | Feb 12, 2026 |
| E&G Advisors, LP | History | No change | 3,370 | 265 | 0.06% | 0.06% | 1031 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 3,340 | 263 | 0.02% | 0.02% | 1036 | +703 | 26.66% | Q4 2025 | Jan 21, 2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | History | Reduced | 3,338 | 263 | 0.02% | 0.03% | 1037 | -134 | -3.86% | Q4 2025 | Jan 22, 2026 |
| DecisionMap Wealth Management, LLC | History | New | 3,311 | 260 | 0.16% | — | 1040 | +3,311 | New | Q4 2025 | Jan 07, 2026 |
| Diversified Trust Co | History | New | 3,305 | 260 | 0.0% | — | 1038 | +3,305 | New | Q4 2025 | Jan 09, 2026 |
| Elgethun Capital Management | History | No change | 3,310 | 260 | 0.04% | 0.05% | 1039 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| BridgePort Financial Solutions, LLC | History | No change | 3,302 | 260 | 0.07% | 0.07% | 1041 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 3,288 | 259 | 0.02% | 0.01% | 1042 | -412 | -11.14% | Q4 2025 | Jan 30, 2026 |
| Guardian Asset Advisors, LLC | History | New | 3,273 | 257 | 0.13% | — | 1045 | +3,273 | New | Q4 2025 | Jan 29, 2026 |
| Rehmann Capital Advisory Group | History | New | 3,268 | 257 | 0.01% | — | 1044 | +3,268 | New | Q4 2025 | Mar 04, 2026 |
| CDKV HOLDINGS LLC | History | New | 3,261 | 257 | 0.21% | — | 1046 | +3,261 | New | Q4 2025 | Feb 17, 2026 |
| Godshalk Welsh Capital Management, Inc. | History | Added to | 3,261 | 257 | 0.15% | 0.14% | 1043 | +112 | 3.56% | Q4 2025 | Feb 12, 2026 |
| McIlrath & Eck, LLC | History | No change | 3,234 | 254 | 0.02% | 0.03% | 1047 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Aufman Associates Inc | History | New | 3,215 | 253 | 0.13% | — | 1048 | +3,215 | New | Q4 2025 | Feb 11, 2026 |
| GENESIS PRIVATE WEALTH, LLC | History | Added to | 3,204 | 252 | 0.08% | 0.1% | 1049 | +322 | 11.17% | Q4 2025 | Jan 08, 2026 |
| WealthPLAN Partners, LLC | History | Reduced | 3,189 | 251 | 0.04% | 0.04% | 1050 | -121 | -3.66% | Q4 2025 | Feb 12, 2026 |
| Fort Point Capital Partners LLC | History | No change | 3,183 | 250 | 0.03% | 0.03% | 1051 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Keystone Financial Group, Inc. | History | Reduced | 3,157 | 248 | 0.13% | 0.15% | 1053 | -239 | -7.04% | Q4 2025 | Jan 16, 2026 |
| Tenon Financial LLC | History | Added to | 3,158 | 248 | 0.1% | 0.13% | 1052 | +41 | 1.32% | Q4 2025 | Jan 16, 2026 |
| BNC WEALTH MANAGEMENT, LLC | History | Added to | 3,146 | 247 | 0.06% | 0.06% | 1054 | +274 | 9.54% | Q4 2025 | Jan 22, 2026 |
| Comprehensive Money Management Services LLC | History | No change | 3,140 | 247 | 0.17% | 0.17% | 1055 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Williams Jones Wealth Management, LLC. | History | New | 3,123 | 246 | 0.0% | — | 1056 | +3,123 | New | Q4 2025 | Feb 13, 2026 |
| Sequent Planning LLC | History | New | 3,112 | 245 | 0.06% | — | 1058 | +3,112 | New | Q4 2025 | Feb 05, 2026 |
| Red Tortoise LLC | History | Added to | 3,117 | 245 | 0.1% | 0.11% | 1057 | +37 | 1.2% | Q4 2025 | Jan 22, 2026 |
| Facet Wealth, Inc. | History | New | 3,100 | 244 | 0.0% | — | 1060 | +3,100 | New | Q4 2025 | Jan 29, 2026 |
| Stonebridge Financial Planning Group, LLC | History | Added to | 3,108 | 244 | 0.09% | 0.09% | 1061 | +66 | 2.17% | Q4 2025 | Feb 05, 2026 |
| Sterling Investment Advisors, Ltd. | History | Added to | 3,104 | 244 | 0.04% | 0.05% | 1059 | +9 | 0.29% | Q4 2025 | Feb 09, 2026 |
| CWS Financial Advisors, LLC | History | New | 3,063 | 241 | 0.07% | — | 1063 | +3,063 | New | Q4 2025 | Feb 06, 2026 |
| Triumph Capital Management | History | New | 3,060 | 241 | 0.05% | — | 1062 | +3,060 | New | Q4 2025 | Feb 12, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 3,070 | 241 | 0.01% | 0.01% | 1064 | +262 | 9.33% | Q4 2025 | Feb 03, 2026 |
| INVICTUS PRIVATE WEALTH, LLC | History | Reduced | 3,055 | 240 | 0.01% | 0.02% | 1065 | -117 | -3.69% | Q4 2025 | Feb 13, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | Reduced | 3,017 | 237 | 0.0% | 0.0% | 1066 | -250 | -7.65% | Q4 2025 | Jan 13, 2026 |
| Meritas Wealth Management, LLC | History | Added to | 2,996 | 236 | 0.11% | 0.11% | 1068 | +64 | 2.18% | Q4 2025 | Jan 14, 2026 |
| Montz Harcus Wealth Management LLC | History | Reduced | 3,007 | 236 | 0.1% | 0.1% | 1067 | -8 | -0.27% | Q4 2025 | Jan 22, 2026 |
| Three Bridge Wealth Advisors, LLC | History | Added to | 2,975 | 234 | 0.06% | 0.06% | 1069 | +39 | 1.33% | Q4 2025 | Feb 10, 2026 |
| Walkner Condon Financial Advisors LLC | History | Reduced | 2,957 | 233 | 0.03% | 0.04% | 1070 | -30 | -1.0% | Q4 2025 | Jan 21, 2026 |
| Baskin Financial Services Inc. | History | No change | 2,945 | 232 | 0.02% | 0.02% | 1071 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Vannoy Advisory Group, Inc. | History | New | 2,913 | 229 | 0.15% | — | 1073 | +2,913 | New | Q4 2025 | Jan 15, 2026 |
| Towerpoint Wealth, LLC | History | New | 2,911 | 229 | 0.09% | — | 1072 | +2,911 | New | Q4 2025 | Jan 15, 2026 |
| Axis Wealth Partners, LLC | History | New | 2,898 | 228 | 0.13% | — | 1077 | +2,898 | New | Q4 2025 | Jan 30, 2026 |
| Wolff Financial Management LLC | History | Added to | 2,901 | 228 | 0.05% | 0.05% | 1075 | +26 | 0.9% | Q4 2025 | Feb 06, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Added to | 2,903 | 228 | 0.01% | 0.02% | 1076 | +3 | 0.1% | Q4 2025 | Feb 11, 2026 |
| Windsor Capital Management, LLC | History | Added to | 2,895 | 228 | 0.06% | 0.06% | 1074 | +1 | 0.03% | Q4 2025 | Jan 15, 2026 |
| NCM Capital Management, LLC | History | Reduced | 2,893 | 227 | 0.08% | 0.09% | 1078 | -25 | -0.86% | Q4 2025 | Mar 02, 2026 |
| High Net Worth Advisory Group LLC | History | No change | 2,884 | 227 | 0.05% | 0.05% | 1079 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Verdence Capital Advisors LLC | History | Reduced | 2,863 | 225 | 0.01% | 0.02% | 1080 | -1,725 | -37.6% | Q4 2025 | Jan 29, 2026 |
| WINCAP FINANCIAL LLC | History | Reduced | 2,839 | 223 | 0.15% | 0.16% | 1081 | -189 | -6.24% | Q4 2025 | Jan 14, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Reduced | 2,821 | 222 | 0.0% | 0.01% | 1082 | -950 | -25.19% | Q4 2025 | Jan 26, 2026 |
| McNamara Financial Services, Inc. | History | Added to | 2,818 | 222 | 0.04% | 0.04% | 1083 | +34 | 1.22% | Q4 2025 | Jan 21, 2026 |
| HOWE & RUSLING INC | History | Added to | 2,813 | 221 | 0.01% | 0.01% | 1084 | +38 | 1.37% | Q4 2025 | Feb 17, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | Reduced | 2,812 | 221 | 0.04% | 0.05% | 1085 | -13 | -0.46% | Q4 2025 | Feb 04, 2026 |
| KRM WEALTH MANAGEMENT L.L.C. | History | New | 2,790 | 219 | 0.12% | — | 1086 | +2,790 | New | Q4 2025 | Apr 07, 2026 |
| Smith Partners Wealth Management, LLC | History | New | 2,757 | 217 | 0.2% | — | 1087 | +2,757 | New | Q4 2025 | Feb 13, 2026 |
| Sterling Wealth Management, Inc. | History | Reduced | 2,748 | 216 | 0.06% | 0.07% | 1088 | -16 | -0.58% | Q4 2025 | Feb 17, 2026 |
| Smith Thornton Advisors LLC | History | No change | 2,728 | 214 | 0.11% | 0.11% | 1089 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Essex Bank | History | No change | 2,708 | 213 | 0.05% | 0.05% | 1090 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Atlas Wealth Partners, LLC | History | Reduced | 2,686 | 211 | 0.23% | 0.22% | 1092 | -25 | -0.92% | Q4 2025 | Jan 26, 2026 |
| PEOPLES BANK /OH | History | No change | 2,685 | 211 | 0.13% | 0.13% | 1091 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| JB Capital LLC | History | New | 2,671 | 210 | 0.01% | — | 1094 | +2,671 | New | Q4 2025 | Jan 20, 2026 |
| OLIO Financial Planning | History | Reduced | 2,665 | 210 | 0.06% | 0.1% | 1095 | -1,657 | -38.34% | Q4 2025 | Jan 21, 2026 |
| American Money Management, LLC | History | Reduced | 2,675 | 210 | 0.03% | 0.04% | 1093 | -81 | -2.94% | Q4 2025 | Feb 10, 2026 |
| National Wealth Management Group, LLC | History | New | 2,656 | 209 | 0.07% | — | 1097 | +2,656 | New | Q4 2025 | Jan 12, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Reduced | 2,660 | 209 | 0.06% | 0.11% | 1098 | -1,540 | -36.67% | Q4 2025 | Feb 10, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | No change | 2,655 | 209 | 0.01% | 0.01% | 1096 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| INSPIRION WEALTH ADVISORS, LLC | History | Reduced | 2,644 | 208 | 0.03% | 0.07% | 1099 | -3,386 | -56.15% | Q4 2025 | Jan 09, 2026 |
| OPINICUS CAPITAL, INC. | History | New | 2,641 | 208 | 0.15% | — | 1100 | +2,641 | New | Q4 2025 | Feb 04, 2026 |
| Granite FO LLC | History | No change | 2,628 | 207 | 0.11% | 0.11% | 1101 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| LIBRA WEALTH LLC | History | New | 2,609 | 205 | 0.06% | — | 1104 | +2,609 | New | Q4 2025 | Jan 28, 2026 |
| Braun-Bostich & Associates Inc. | History | New | 2,604 | 205 | 0.13% | — | 1103 | +2,604 | New | Q4 2025 | Jan 14, 2026 |
| GUYASUTA INVESTMENT ADVISORS INC | History | No change | 2,609 | 205 | 0.01% | 0.01% | 1102 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| BROOKS, MOORE & ASSOCIATES, INC. | History | New | 2,595 | 204 | 0.1% | — | 1106 | +2,595 | New | Q4 2025 | Feb 17, 2026 |
| Community Bank, N.A. | History | Added to | 2,596 | 204 | 0.02% | 0.01% | 1105 | +1,246 | 92.3% | Q4 2025 | Feb 04, 2026 |
| Diversify Advisory Services, LLC | History | Reduced | 2,603 | 204 | 0.01% | 0.01% | 1108 | -136 | -4.97% | Q4 2025 | Jan 23, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | Added to | 2,599 | 204 | 0.01% | 0.02% | 1107 | +5 | 0.19% | Q4 2025 | Feb 13, 2026 |
| Kera Capital Partners, Inc. | History | New | 2,578 | 203 | 0.03% | — | 1110 | +2,578 | New | Q4 2025 | Feb 23, 2026 |
| CAPITAL CITY TRUST CO/FL | History | No change | 2,578 | 203 | 0.05% | 0.05% | 1109 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Arcadia Wealth Management, Inc. | History | No change | 2,584 | 203 | 0.12% | 0.12% | 1111 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| FDx Advisors, Inc. | History | Reduced | 2,561 | 202 | 0.1% | 0.06% | 1112 | -56 | -2.14% | Q4 2025 | Feb 10, 2026 |
| McMill Wealth Management | History | Reduced | 2,561 | 201 | 0.06% | 0.06% | 1117 | -6,386 | -71.38% | Q4 2025 | Feb 23, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | New | 2,553 | 201 | 0.01% | — | 1113 | +2,553 | New | Q4 2025 | Feb 17, 2026 |
| Triad Wealth Partners, LLC | History | New | 2,552 | 201 | 0.02% | — | 1116 | +2,552 | New | Q4 2025 | Jan 22, 2026 |
| Mayflower Financial Advisors, LLC | History | Reduced | 2,553 | 201 | 0.02% | 0.03% | 1115 | -537 | -17.38% | Q4 2025 | Jan 13, 2026 |
| Keebeck Wealth Management | History | Added to | 2,556 | 201 | 0.02% | 0.02% | 1114 | +2 | 0.08% | Q4 2025 | Feb 17, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 2,500 | 197 | 0.0% | 0.0% | 1118 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Murphy & Mullick Capital Management Corp | History | Reduced | 2,489 | 196 | 0.14% | 0.15% | 1119 | -54 | -2.12% | Q4 2025 | Feb 10, 2026 |
| Lummis Asset Management, LP | History | No change | 2,460 | 193 | 0.12% | 0.13% | 1120 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| PINNEY & SCOFIELD, INC. | History | Added to | 2,355 | 185 | 0.1% | 0.08% | 1121 | +644 | 37.64% | Q4 2025 | Feb 13, 2026 |
| Ares Financial Consulting, LLC | History | New | 2,300 | 181 | 0.17% | — | 1123 | +2,300 | New | Q4 2025 | Jan 30, 2026 |
| ORG Partners LLC | History | Added to | 2,307 | 181 | 0.03% | 0.03% | 1122 | +187 | 8.82% | Q4 2025 | Jan 14, 2026 |
| Richard W. Paul & Associates, LLC | History | Reduced | 2,250 | 177 | 0.06% | 0.06% | 1124 | -73 | -3.14% | Q4 2025 | Feb 12, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 2,237 | 176 | 0.05% | 0.12% | 1126 | +622 | 38.51% | Q4 2025 | Feb 17, 2026 |
| ESL Trust Services, LLC | History | No change | 2,235 | 176 | 0.03% | 0.03% | 1125 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | New | 2,120 | 167 | 0.06% | — | 1127 | +2,120 | New | Q4 2025 | Jan 27, 2026 |
| LFA - Lugano Financial Advisors SA | History | No change | 2,056 | 162 | 0.08% | 0.08% | 1128 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Kingdom Financial Group LLC. | History | New | 2,035 | 160 | 0.05% | — | 1129 | +2,035 | New | Q4 2025 | Feb 06, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 1,925 | 151 | 0.06% | — | 1131 | +1,925 | New | Q4 2025 | Feb 06, 2026 |
| Rossmore Private Capital | History | Added to | 1,917 | 151 | 0.01% | 0.02% | 1130 | +6 | 0.31% | Q4 2025 | Feb 05, 2026 |
| Roble, Belko & Company, Inc | History | No change | 1,890 | 150 | 0.02% | 0.02% | 1132 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Beacon Financial Strategies CORP | History | New | 1,888 | 148 | 0.08% | — | 1133 | +1,888 | New | Q4 2025 | Jan 12, 2026 |
| Sunbelt Securities, Inc. | History | No change | 1,832 | 144 | 0.01% | 0.01% | 1134 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| MeadowBrook Investment Advisors LLC | History | No change | 1,825 | 142 | 0.12% | 0.12% | 1135 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Hills Bank & Trust Co | History | Reduced | 1,777 | 140 | 0.01% | 0.01% | 1136 | -103 | -5.48% | Q4 2025 | Feb 05, 2026 |
| WPG Advisers, LLC | History | No change | 1,764 | 139 | 0.1% | 0.11% | 1137 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Legacy Wealth Managment, LLC/ID | History | New | 1,744 | 137 | 0.07% | — | 1138 | +1,744 | New | Q4 2025 | Feb 03, 2026 |
| Addison Advisors LLC | History | New | 1,652 | 130 | 0.03% | — | 1140 | +1,652 | New | Q4 2025 | Feb 06, 2026 |
| AMERIFLEX GROUP, INC. | History | Added to | 1,656 | 130 | 0.07% | 0.02% | 1141 | +828 | 100.0% | Q4 2025 | Feb 18, 2026 |
| Coastline Trust Co | History | Added to | 1,650 | 130 | 0.01% | 0.01% | 1139 | +46 | 2.87% | Q4 2025 | Jan 05, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | Added to | 1,632 | 128 | 0.03% | 0.01% | 1142 | +1,240 | 316.33% | Q4 2025 | Jan 20, 2026 |
| CHAPMAN FINANCIAL GROUP, LLC | History | Reduced | 1,600 | 126 | 0.09% | 0.13% | 1144 | -870 | -35.22% | Q4 2025 | Feb 02, 2026 |
| Dunhill Financial, LLC | History | Added to | 1,609 | 126 | 0.03% | 0.03% | 1143 | +220 | 15.84% | Q4 2025 | Jan 29, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 1,530 | 120 | 0.02% | 0.02% | 1145 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| MidAtlantic Capital Management, Inc. | History | New | 1,506 | 118 | 0.08% | — | 1148 | +1,506 | New | Q4 2025 | Feb 10, 2026 |
| Morse Asset Management, Inc | History | New | 1,500 | 118 | 0.02% | — | 1146 | +1,500 | New | Q4 2025 | Feb 03, 2026 |
| Tower View Wealth Management LLC | History | Added to | 1,501 | 118 | 0.06% | 0.06% | 1147 | +19 | 1.28% | Q4 2025 | Jan 23, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 1,434 | 113 | 0.0% | 0.0% | 1149 | +1,348 | 1567.44% | Q4 2025 | Feb 11, 2026 |
| CURIO WEALTH, LLC | History | No change | 1,442 | 113 | 0.04% | 0.05% | 1150 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 1,430 | 112 | 0.09% | — | 1151 | +1,430 | New | Q4 2025 | Feb 11, 2026 |
| Pacifica Partners Inc. | History | No change | 1,292 | 101 | 0.04% | 0.04% | 1152 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| OPTIMA CAPITAL LLC | History | New | 1,277 | 100 | 0.04% | — | 1153 | +1,277 | New | Q4 2025 | Jan 23, 2026 |
| Colonial Trust Co / SC | History | No change | 1,262 | 99 | 0.01% | 0.01% | 1154 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Added to | 1,249 | 98 | 0.03% | 0.02% | 1155 | +428 | 52.13% | Q4 2025 | Jan 09, 2026 |
| Clayton Financial Group LLC | History | New | 1,229 | 96 | 0.05% | — | 1156 | +1,229 | New | Q4 2025 | Jan 21, 2026 |
| Founders Financial Alliance, LLC | History | Reduced | 1,175 | 92 | 0.02% | 0.02% | 1157 | -383 | -24.58% | Q4 2025 | Feb 12, 2026 |
| Global Trust Asset Management, LLC | History | New | 1,147 | 90 | 0.04% | — | 1159 | +1,147 | New | Q4 2025 | Jan 20, 2026 |
| WealthShield Partners, LLC | History | Reduced | 1,145 | 90 | 0.01% | 0.01% | 1158 | -94 | -7.59% | Q4 2025 | Feb 03, 2026 |
| Front Row Advisors LLC | History | No change | 1,132 | 89 | 0.03% | 0.03% | 1160 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Millstone Evans Group, LLC | History | Added to | 1,121 | 88 | 0.05% | 0.04% | 1161 | +232 | 26.1% | Q4 2025 | Feb 02, 2026 |
| JNBA Financial Advisors | History | Reduced | 1,115 | 87 | 0.01% | 0.01% | 1162 | -254 | -18.55% | Q4 2025 | Jan 26, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 1,085 | 85 | 0.03% | 0.03% | 1163 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Robinson Value Management, Ltd. | History | No change | 1,066 | 84 | 0.05% | 0.05% | 1164 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Clean Yield Group | History | Reduced | 1,064 | 83 | 0.02% | 0.03% | 1165 | -125 | -10.51% | Q4 2025 | Jan 26, 2026 |
| Center for Financial Planning, Inc. | History | No change | 1,060 | 83 | 0.01% | 0.01% | 1166 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Vermillion Wealth Management, Inc. | History | Reduced | 1,044 | 82 | 0.03% | 0.02% | 1167 | -28 | -2.61% | Q4 2025 | Feb 11, 2026 |
| Caitlin John, LLC | History | No change | 1,044 | 82 | 0.05% | 0.06% | 1168 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Farmers & Merchants Trust Co of Chambersburg PA | History | No change | 1,019 | 80 | 0.02% | 0.02% | 1169 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| WealthCollab, LLC | History | No change | 1,018 | 80 | 0.03% | 0.04% | 1170 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 993 | 78 | 0.04% | 0.04% | 1171 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Ironwood Wealth Management, LLC. | History | New | 968 | 76 | 0.02% | — | 1173 | +968 | New | Q4 2025 | Feb 02, 2026 |
| Sachetta, LLC | History | Added to | 972 | 76 | 0.04% | 0.03% | 1174 | +64 | 7.05% | Q4 2025 | Feb 02, 2026 |
| Hanson & Doremus Investment Management | History | Added to | 969 | 76 | 0.01% | 0.01% | 1172 | +34 | 3.64% | Q4 2025 | Jan 20, 2026 |
| First Pacific Financial | History | Reduced | 938 | 73 | 0.01% | 0.01% | 1175 | -34 | -3.5% | Q4 2025 | Jan 16, 2026 |
| Birchwood Financial Partners, Inc. | History | New | 900 | 70 | 0.07% | — | 1177 | +900 | New | Q4 2025 | Feb 19, 2026 |
| DecisionPoint Financial, LLC | History | Added to | 891 | 70 | 0.02% | 0.01% | 1176 | +366 | 69.71% | Q4 2025 | Jan 29, 2026 |
| Aventura Private Wealth, LLC | History | Reduced | 888 | 69 | 0.02% | 0.03% | 1178 | -212 | -19.27% | Q4 2025 | Jan 07, 2026 |
| BAYBAN | History | New | 868 | 68 | 0.06% | — | 1180 | +868 | New | Q4 2025 | Mar 05, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 870 | 68 | 0.0% | 0.0% | 1179 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 847 | 66 | 0.0% | 0.0% | 1181 | -1 | -0.12% | Q4 2025 | Feb 11, 2026 |
| Laurel Wealth Advisors LLC | History | New | 831 | 65 | 0.01% | — | 1182 | +831 | New | Q4 2025 | Jan 30, 2026 |
| AlphaCore Capital LLC | History | Added to | 796 | 62 | 0.0% | — | 1183 | +793 | 26433.33% | Q4 2025 | Feb 05, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Added to | 768 | 60 | 0.05% | 0.06% | 1184 | +50 | 6.96% | Q4 2025 | Feb 10, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 756 | 59 | 0.05% | — | 1186 | +756 | New | Q4 2025 | Feb 10, 2026 |
| Key FInancial Inc | History | Added to | 753 | 59 | 0.01% | 0.0% | 1185 | +415 | 122.78% | Q4 2025 | Feb 09, 2026 |
| Creative Capital Management Investments LLC | History | No change | 737 | 58 | 0.02% | 0.02% | 1187 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Dixon Mitchell Investment Counsel Inc. | History | No change | 707 | 55 | 0.0% | 0.0% | 1188 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Crewe Advisors LLC | History | Reduced | 679 | 53 | 0.0% | 0.01% | 1190 | -38 | -5.3% | Q4 2025 | Jan 16, 2026 |
| Pacific Center for Financial Services | History | No change | 679 | 53 | 0.01% | 0.01% | 1189 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Ankerstar Wealth, LLC | History | New | 667 | 52 | 0.05% | — | 1191 | +667 | New | Q4 2025 | Feb 12, 2026 |
| CENTRAL TRUST Co | History | Added to | 634 | 49 | 0.0% | 0.0% | 1192 | +368 | 138.35% | Q4 2025 | Feb 02, 2026 |
| PEOPLES FINANCIAL SERVICES CORP. | History | No change | 625 | 49 | 0.02% | 0.02% | 1193 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Orion Capital Management LLC | History | Reduced | 610 | 48 | 0.02% | 0.02% | 1194 | -1 | -0.16% | Q4 2025 | Feb 03, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 621 | 48 | 0.03% | 0.03% | 1195 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | Added to | 594 | 46 | 0.03% | 0.03% | 1196 | +7 | 1.19% | Q4 2025 | Feb 11, 2026 |
| Cedar Wealth Management, LLC | History | No change | 582 | 45 | 0.01% | 0.01% | 1197 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Delos Wealth Advisors, LLC | History | No change | 551 | 43 | 0.03% | 0.03% | 1198 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Sound Income Strategies, LLC | History | Added to | 524 | 41 | 0.0% | 0.0% | 1199 | +18 | 3.56% | Q4 2025 | Jan 21, 2026 |
| Y.D. More Investments Ltd | History | No change | 508 | 40 | 0.0% | 0.0% | 1200 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 497 | 39 | 0.0% | 0.0% | 1201 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Horrell Capital Management, Inc. | History | Reduced | 485 | 38 | 0.02% | 0.02% | 1202 | -150 | -23.62% | Q4 2025 | Feb 03, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | New | 467 | 36 | 0.0% | — | 1203 | +467 | New | Q4 2025 | Feb 13, 2026 |
| SOA Wealth Advisors, LLC. | History | Added to | 467 | 36 | 0.01% | 0.0% | 1204 | +371 | 386.46% | Q4 2025 | Jan 20, 2026 |
| Stephens Consulting, LLC | History | No change | 460 | 36 | 0.01% | 0.01% | 1205 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Greykasell Wealth Strategies, Inc. | History | New | 442 | 34 | 0.01% | — | 1206 | +442 | New | Q4 2025 | Feb 11, 2026 |
| Signature Equity Partners, LLC | History | New | 424 | 33 | 0.02% | — | 1212 | +424 | New | Q4 2025 | Feb 17, 2026 |
| Manchester Capital Management LLC | History | Added to | 419 | 33 | 0.0% | 0.0% | 1207 | +253 | 152.41% | Q4 2025 | Feb 11, 2026 |
| CX Institutional | History | Reduced | 419 | 33 | 0.0% | 0.0% | 1210 | -206 | -32.96% | Q4 2025 | Feb 02, 2026 |
| Investors Research Corp | History | No change | 426 | 33 | 0.01% | 0.01% | 1208 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| Versant Capital Management, Inc | History | No change | 428 | 33 | 0.0% | 0.0% | 1209 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Financial Perspectives, Inc | History | No change | 427 | 33 | 0.01% | 0.01% | 1211 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Timmons Wealth Management, LLC | History | New | 405 | 31 | 0.03% | — | 1214 | +405 | New | Q4 2025 | Feb 12, 2026 |
| Hamrick Investment Counsel, llc | History | New | 394 | 31 | 0.02% | — | 1215 | +394 | New | Q4 2025 | Mar 31, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 397 | 31 | 0.01% | 0.01% | 1213 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| BLUELINE ADVISORS LLC | History | New | 392 | 30 | 0.02% | — | 1220 | +392 | New | Q4 2025 | Feb 10, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | New | 390 | 30 | 0.01% | — | 1217 | +390 | New | Q4 2025 | Jan 20, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | No change | 389 | 30 | 0.0% | 0.0% | 1216 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 388 | 30 | 0.0% | 0.0% | 1218 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| BIRCHBROOK, INC. | History | No change | 390 | 30 | 0.01% | 0.02% | 1219 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Colonial Trust Advisors | History | New | 375 | 29 | 0.0% | — | 1221 | +375 | New | Q4 2025 | Feb 12, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 373 | 29 | 0.0% | — | 1222 | +373 | New | Q4 2025 | Feb 09, 2026 |
| Winthrop Capital Management, LLC | History | No change | 347 | 27 | 0.01% | 0.01% | 1223 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| IFC & Insurance Marketing, Inc. | History | New | 335 | 26 | 0.03% | — | 1224 | +335 | New | Q4 2025 | Feb 12, 2026 |
| Bank of New Hampshire | History | New | 320 | 25 | 0.01% | — | 1225 | +320 | New | Q4 2025 | Mar 16, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | New | 318 | 25 | 0.02% | — | 1227 | +318 | New | Q4 2025 | Mar 05, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 327 | 25 | 0.02% | 0.02% | 1226 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Transce3nd, LLC | History | No change | 282 | 22 | 0.18% | — | 1228 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 267 | 21 | 0.01% | 0.01% | 1229 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Bernard Wealth Management Corp. | History | No change | 277 | 21 | 0.01% | 0.01% | 1230 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Bogart Wealth, LLC | History | Reduced | 256 | 20 | 0.0% | 0.0% | 1231 | -19 | -6.91% | Q4 2025 | Jan 30, 2026 |
| Clark Wealth Partners | History | No change | 250 | 19 | 0.01% | 0.01% | 1232 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 236 | 18 | 0.0% | — | 1234 | +236 | New | Q4 2025 | Feb 13, 2026 |
| Capital Investment Counsel, Inc | History | New | 235 | 18 | 0.0% | — | 1236 | +235 | New | Q4 2025 | Jan 23, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 225 | 18 | 0.01% | 0.01% | 1233 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| TOMPKINS FINANCIAL CORP | History | No change | 237 | 18 | 0.0% | 0.0% | 1235 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Prudent Man Investment Management, Inc. | History | Reduced | 204 | 16 | 0.01% | 0.31% | 1240 | -7,030 | -97.18% | Q4 2025 | Feb 12, 2026 |
| COUNTRY TRUST BANK | History | New | 212 | 16 | 0.0% | — | 1237 | +212 | New | Q4 2025 | Jan 21, 2026 |
| N.E.W. Advisory Services LLC | History | Added to | 205 | 16 | 0.0% | — | 1238 | +196 | 2177.78% | Q4 2025 | Jan 28, 2026 |
| Global Wealth Strategies & Associates | History | No change | 205 | 16 | 0.0% | 0.0% | 1239 | 0 | 0.0% | Q4 2025 | Jan 02, 2026 |
| HM PAYSON & CO | History | Added to | 191 | 15 | 0.0% | 0.0% | 1241 | +59 | 44.7% | Q4 2025 | Feb 12, 2026 |
| Portfolio Resources Advisor Group, Inc. | History | New | 189 | 14 | 0.01% | — | 1245 | +189 | New | Q4 2025 | Feb 13, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 182 | 14 | 0.0% | — | 1244 | +182 | New | Q4 2025 | Feb 13, 2026 |
| Asset Dedication, LLC | History | Reduced | 185 | 14 | 0.0% | 0.0% | 1243 | -7 | -3.65% | Q4 2025 | Jan 26, 2026 |
| North Star Investment Management Corp. | History | No change | 188 | 14 | 0.0% | 0.0% | 1242 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Copia Wealth Management | History | No change | 190 | 14 | 0.01% | 0.01% | 1246 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 176 | 13 | 0.0% | 0.0% | 1248 | -744 | -80.87% | Q4 2025 | Jan 15, 2026 |
| Costello Asset Management, INC | History | Added to | 169 | 13 | 0.0% | 0.0% | 1247 | +3 | 1.81% | Q4 2025 | Feb 03, 2026 |
| SOFI WEALTH, LLC | History | Reduced | 166 | 13 | 0.0% | 0.0% | 1249 | -2 | -1.19% | Q4 2025 | Jan 30, 2026 |
| CHESAPEAKE ASSET MANAGEMENT LLC | History | Added to | 154 | 12 | 0.01% | 0.01% | 1251 | +18 | 13.24% | Q4 2025 | Jan 08, 2026 |
| ARCADIA INVESTMENT MANAGEMENT CORP/MI | History | No change | 155 | 12 | 0.0% | 0.0% | 1250 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 151 | 11 | 0.01% | 0.01% | 1254 | +2 | 1.34% | Q4 2025 | Jan 26, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 144 | 11 | 0.0% | 0.0% | 1252 | +1 | 0.7% | Q4 2025 | Feb 13, 2026 |
| Longview Financial Advisors LLC | History | No change | 150 | 11 | 0.01% | 0.01% | 1253 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Covestor Ltd | History | Added to | 121 | 10 | 0.01% | 0.0% | 1258 | +3 | 2.54% | Q4 2025 | Feb 06, 2026 |
| Investment Research & Advisory Group, Inc. | History | Added to | 138 | 10 | 0.0% | 0.0% | 1257 | +2 | 1.47% | Q4 2025 | Jan 20, 2026 |
| TSFG, LLC | History | Added to | 131 | 10 | 0.0% | 0.0% | 1256 | +1 | 0.77% | Q4 2025 | Feb 04, 2026 |
| Westside Investment Management, Inc. | History | No change | 130 | 10 | 0.0% | 0.0% | 1255 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Modus Advisors, LLC | History | New | 120 | 9 | 0.0% | — | 1259 | +120 | New | Q4 2025 | Feb 11, 2026 |
| Advocate Investing Services LLC | History | New | 103 | 8 | 0.01% | — | 1263 | +103 | New | Q4 2025 | Feb 12, 2026 |
| Bangor Savings Bank | History | No change | 112 | 8 | 0.0% | 0.0% | 1260 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 103 | 8 | 0.0% | 0.0% | 1261 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| KERR FINANCIAL PLANNING Corp | History | No change | 113 | 8 | 0.01% | 0.01% | 1262 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Clearstead Trust, LLC | History | Reduced | 93 | 7 | 0.0% | 0.01% | 1264 | -300 | -76.34% | Q4 2025 | Feb 09, 2026 |
| Coston, McIsaac & Partners | History | Added to | 95 | 7 | 0.0% | 0.0% | 1265 | +1 | 1.06% | Q4 2025 | Feb 03, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 86 | 6 | 0.0% | 0.0% | 1266 | -971 | -91.86% | Q4 2025 | Feb 11, 2026 |
| Garner Asset Management Corp | History | New | 80 | 6 | 0.0% | — | 1267 | +80 | New | Q4 2025 | Feb 03, 2026 |
| Princeton Global Asset Management LLC | History | No change | 81 | 6 | 0.0% | 0.0% | 1268 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| BOK Financial Private Wealth, Inc. | History | Added to | 71 | 5 | 0.0% | 0.0% | 1269 | +45 | 173.08% | Q4 2025 | Feb 06, 2026 |
| Pflug Koory, LLC | History | Added to | 66 | 5 | 0.0% | 0.0% | 1270 | +1 | 1.54% | Q4 2025 | Jan 20, 2026 |
| Concord Wealth Partners | History | Added to | 76 | 5 | 0.0% | 0.0% | 1272 | +1 | 1.33% | Q4 2025 | Jan 29, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 70 | 5 | 0.0% | 0.0% | 1271 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| 4Thought Financial Group Inc. | History | Added to | 52 | 4 | 0.0% | 0.0% | 1276 | +11 | 26.83% | Q4 2025 | Jan 29, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 50 | 4 | 0.0% | 0.0% | 1274 | -4 | -7.41% | Q4 2025 | Feb 09, 2026 |
| ADIRONDACK TRUST CO | History | No change | 53 | 4 | 0.0% | 0.0% | 1273 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| SIGNATUREFD, LLC | History | No change | 62 | 4 | 0.0% | 0.0% | 1275 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Indiana Trust & Investment Management Co | History | No change | 48 | 3 | 0.0% | 0.0% | 1277 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Legacy Bridge, LLC | History | No change | 50 | 3 | 0.0% | 0.0% | 1278 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | No change | 43 | 3 | 0.0% | 0.0% | 1279 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Strategic Advocates LLC | History | New | 37 | 2 | 0.0% | — | 1282 | +37 | New | Q4 2025 | Feb 11, 2026 |
| Camelot Portfolios, LLC | History | New | 31 | 2 | 0.0% | — | 1280 | +31 | New | Q4 2025 | Jan 29, 2026 |
| WINNOW WEALTH LLC | History | New | 29 | 2 | 0.0% | — | 1285 | +29 | New | Q4 2025 | Feb 11, 2026 |
| RHL GROUP, LLC | History | New | 28 | 2 | 0.0% | — | 1284 | +28 | New | Q4 2025 | Feb 09, 2026 |
| Oakworth Capital, Inc. | History | No change | 27 | 2 | 0.0% | 0.0% | 1281 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Valued Wealth Advisors LLC | History | No change | 26 | 2 | 0.0% | 0.0% | 1283 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Reduced | 22 | 1 | 0.0% | 0.0% | 1286 | -45 | -67.16% | Q4 2025 | Jan 23, 2026 |
| Richardson Capital Management LLC | History | New | 17 | 1 | 0.0% | — | 1287 | +17 | New | Q4 2025 | Jan 30, 2026 |
| Peachtree Investment Partners, LLC | History | Added to | 146 | 1 | 0.0% | 0.0% | 1288 | +5 | 3.55% | Q4 2025 | Feb 11, 2026 |
| GAMMA Investing LLC | History | Reduced | 14 | 1 | 0.0% | 0.0% | 1290 | -3 | -17.65% | Q4 2025 | Jan 05, 2026 |
| Smallwood Wealth Investment Management, LLC | History | No change | 15 | 1 | 0.0% | 0.0% | 1289 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Waterford Advisors, LLC | History | Closed out | 0 | 0 | — | 4.92% | — | -180,361 | -100.0% | Q3 2025 | Nov 14, 2025 |
| VESTOR CAPITAL, LLC | History | Closed out | 0 | 0 | — | 0.88% | — | -173,377 | -100.0% | Q3 2025 | Nov 13, 2025 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -170,922 | -100.0% | Q3 2025 | Nov 14, 2025 |
| WASHINGTON CAPITAL MANAGEMENT, INC | History | Closed out | 0 | 0 | — | 4.99% | — | -88,630 | -100.0% | Q3 2025 | Oct 28, 2025 |
| Consolidated Portfolio Review Corp | History | Closed out | 0 | 0 | — | 0.86% | — | -87,030 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -78,778 | -100.0% | Q3 2025 | Nov 10, 2025 |
| TRITONPOINT WEALTH, LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -28,460 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Tranquilli Financial Advisor LLC | History | Closed out | 0 | 0 | — | 1.31% | — | -28,203 | -100.0% | Q3 2025 | Oct 30, 2025 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.01% | — | -20,709 | -100.0% | Q3 2025 | Nov 14, 2025 |
| KMG FIDUCIARY PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -19,486 | -100.0% | Q3 2025 | Oct 10, 2025 |
| Palisades Hudson Asset Management, L.P. | History | Closed out | 0 | 0 | — | 0.41% | — | -14,383 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Retireful, LLC | History | Closed out | 0 | 0 | — | 0.99% | — | -13,024 | -100.0% | Q3 2025 | Oct 17, 2025 |
| Range Financial Group LLC | History | Closed out | 0 | 0 | — | 0.35% | — | -12,193 | -100.0% | Q3 2025 | Oct 17, 2025 |
| JT Stratford LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -9,310 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Arlington Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -8,978 | -100.0% | Q3 2025 | Oct 10, 2025 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -7,681 | -100.0% | Q3 2025 | Nov 14, 2025 |
| BRIGHTON JONES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -7,578 | -100.0% | Q3 2025 | Oct 14, 2025 |
| CABANA LLC | History | Closed out | 0 | 0 | — | 3.65% | — | -7,562 | -100.0% | Q3 2025 | Oct 15, 2025 |
| WOODWARD DIVERSIFIED CAPITAL, LLC | History | Closed out | 0 | 0 | — | 0.26% | — | -7,198 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Ascent Group, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -6,661 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Garde Capital, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -5,912 | -100.0% | Q3 2025 | Dec 16, 2025 |
| May Barnhard Investments LLC | History | Closed out | 0 | 0 | — | 0.2% | — | -5,516 | -100.0% | Q3 2025 | Nov 06, 2025 |
| FORTRESS FINANCIAL GROUP, LLC | History | Closed out | 0 | 0 | — | 0.3% | — | -4,981 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Mach-1 Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -4,850 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Blue Barn Wealth, LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -4,819 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Saxony Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.23% | — | -4,371 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Stanich Group LLC | History | Closed out | 0 | 0 | — | 0.2% | — | -4,216 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Lakewood Asset Management LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -4,019 | -100.0% | Q3 2025 | Oct 24, 2025 |
| STOCK YARDS BANK & TRUST CO | History | Closed out | 0 | 0 | — | 0.01% | — | -3,863 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Valeo Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,854 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Northwest Bancshares, Inc. | History | Closed out | 0 | 0 | — | 0.05% | — | -3,645 | -100.0% | Q3 2025 | Nov 14, 2025 |
| HORAN Wealth, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -3,490 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Insight Advisors, LLC/ PA | History | Closed out | 0 | 0 | — | 0.04% | — | -3,309 | -100.0% | Q3 2025 | Nov 10, 2025 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,227 | -100.0% | Q3 2025 | Nov 07, 2025 |
| SHUFRO ROSE & CO LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -3,187 | -100.0% | Q3 2025 | Nov 12, 2025 |
| HUB Investment Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,049 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Tarbox Family Office, Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -2,911 | -100.0% | Q3 2025 | Oct 24, 2025 |
| Mission Creek Capital Partners, Inc. | History | Closed out | 0 | 0 | — | 0.04% | — | -2,793 | -100.0% | Q3 2025 | Nov 13, 2025 |
| NorthLanding Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -2,780 | -100.0% | Q3 2025 | Oct 28, 2025 |
| WP Advisors, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -2,770 | -100.0% | Q3 2025 | Oct 22, 2025 |
| IEQ CAPITAL, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,760 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Summit Financial Strategies, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -2,722 | -100.0% | Q3 2025 | Oct 22, 2025 |
| FLP Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.6% | — | -2,716 | -100.0% | Q3 2025 | Oct 24, 2025 |
| Quotient Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,703 | -100.0% | Q3 2025 | Oct 10, 2025 |
| Addison Capital Co | History | Closed out | 0 | 0 | — | 0.06% | — | -2,671 | -100.0% | Q3 2025 | Nov 03, 2025 |
| TrueWealth Financial Partners | History | Closed out | 0 | 0 | — | 0.11% | — | -2,653 | -100.0% | Q3 2025 | Nov 21, 2025 |
| Clear Point Advisors Inc. | History | Closed out | 0 | 0 | — | 0.16% | — | -2,622 | -100.0% | Q3 2025 | Oct 28, 2025 |
| PARK NATIONAL CORP /OH/ | History | Closed out | 0 | 0 | — | 0.01% | — | -2,610 | -100.0% | Q3 2025 | Oct 01, 2025 |
| Sowell Financial Services LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,604 | -100.0% | Q3 2025 | Oct 17, 2025 |
| MOSELEY INVESTMENT MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.06% | — | -2,578 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Family Legacy Financial Solutions, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -1,851 | -100.0% | Q3 2025 | Oct 07, 2025 |
| ANGELES WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,422 | -100.0% | Q3 2025 | Nov 12, 2025 |
| CLEAR INVESTMENT RESEARCH, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -1,107 | -100.0% | Q3 2025 | Nov 07, 2025 |
| JPL Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -959 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -956 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Palisade Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -845 | -100.0% | Q3 2025 | Nov 17, 2025 |
| DB Fitzpatrick & Co, Inc | History | Closed out | 0 | 0 | — | 0.05% | — | -660 | -100.0% | Q3 2025 | Oct 14, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -610 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Fortitude Family Office, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -550 | -100.0% | Q3 2025 | Oct 17, 2025 |
| North Capital, Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -493 | -100.0% | Q3 2025 | Oct 09, 2025 |
| Cloud Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -254 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Fairman Group, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -247 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Heartwood Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -150 | -100.0% | Q3 2025 | Oct 06, 2025 |
| New Millennium Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -50 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Park Place Capital Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -30 | -100.0% | Q3 2025 | Oct 22, 2025 |
| AllSquare Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -20 | -100.0% | Q3 2025 | Jan 12, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -15 | -100.0% | Q3 2025 | Oct 07, 2025 |
| Pandora Wealth, Inc. | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Trust Co | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 15, 2026 |
| FIRST FINANCIAL CORP /IN/ | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Russell Investments Group, Ltd. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| GABLES CAPITAL MANAGEMENT INC. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| HOEY INVESTMENTS, INC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Financial Connections Group, Inc. | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| SWAN Capital LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Graney & King, LLC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |