VANGUARD WORLD FUND - ESGV
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 13 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | History | Added to | 3,606,850 | 436,284 | 0.01% | 0.01% | 1 | +126,192 | 3.63% | Q4 2025 | Jan 29, 2026 |
| MORGAN STANLEY | History | Reduced | 1,680,712 | 203,299 | 0.01% | 0.01% | 2 | -3,015 | -0.18% | Q4 2025 | Feb 13, 2026 |
| Wealthfront Advisers LLC | History | Added to | 1,575,578 | 190,581 | 0.43% | 0.42% | 3 | +77,842 | 5.2% | Q4 2025 | Jan 30, 2026 |
| Creative Planning | History | Added to | 1,344,445 | 162,624 | 0.12% | 0.11% | 4 | +112,947 | 9.17% | Q4 2025 | Feb 17, 2026 |
| VISA FOUNDATION | History | No change | 1,172,735 | 141,854 | 100.0% | 100.0% | 5 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Leo Wealth, LLC | History | Added to | 694,165 | 84,002 | 6.09% | 5.79% | 6 | +317,058 | 84.08% | Q4 2025 | Jan 21, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 661,586 | 80,025 | 0.02% | 0.02% | 7 | +59,058 | 9.8% | Q4 2025 | Feb 18, 2026 |
| Verde Capital Management | History | Reduced | 608,409 | 73,593 | 15.69% | 16.01% | 8 | -1,527 | -0.25% | Q4 2025 | Feb 06, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 565,397 | 68,390 | 0.0% | 0.0% | 9 | -50,514 | -8.2% | Q4 2025 | Feb 17, 2026 |
| Betterment LLC | History | Added to | 533,681 | 64,554 | 0.12% | 0.12% | 10 | +48 | 0.01% | Q4 2025 | Feb 12, 2026 |
| IMPACTfolio, LLC | History | Added to | 510,685 | 61,772 | 25.94% | 25.6% | 11 | +9,639 | 1.92% | Q4 2025 | Jan 07, 2026 |
| Stanich Group LLC | History | Added to | 508,123 | 61,463 | 46.35% | 35.78% | 12 | +14,688 | 2.98% | Q4 2025 | Jan 23, 2026 |
| ROYAL BANK OF CANADA | History | New | 456,056 | 55,164 | 0.01% | — | 13 | +456,056 | New | Q4 2025 | Feb 17, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 413,780 | 50,050 | 0.08% | 0.08% | 14 | -287 | -0.07% | Q4 2025 | Feb 13, 2026 |
| Platt Investment Counsel, LLC | History | Added to | 401,994 | 48,625 | 35.93% | 37.43% | 15 | +791 | 0.2% | Q4 2025 | Jan 07, 2026 |
| SCS Capital Management LLC | History | Reduced | 392,849 | 47,519 | 0.5% | 0.52% | 16 | -12,813 | -3.16% | Q4 2025 | Feb 10, 2026 |
| Facet Wealth, Inc. | History | Added to | 373,168 | 45,798 | 0.81% | 0.88% | 17 | +15,430 | 4.31% | Q4 2025 | Jan 29, 2026 |
| Sellwood Investment Partners LLC | History | Reduced | 324,119 | 39,205 | 15.31% | 15.41% | 18 | -2,843 | -0.87% | Q4 2025 | Jan 26, 2026 |
| Crewe Advisors LLC | History | Reduced | 322,408 | 38,998 | 3.45% | 3.64% | 19 | -21 | -0.01% | Q4 2025 | Jan 16, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 303,999 | 36,771 | 0.0% | 0.01% | 20 | -51,285 | -14.43% | Q4 2025 | Mar 25, 2026 |
| MATHER GROUP, LLC. | History | Added to | 284,556 | 34,419 | 0.35% | 0.32% | 21 | +16,755 | 6.26% | Q4 2025 | Jan 13, 2026 |
| IMA Advisory Services, Inc. | History | Reduced | 272,981 | 33,019 | 3.17% | 3.27% | 22 | -1,094 | -0.4% | Q4 2025 | Feb 11, 2026 |
| UBS Group AG | History | Added to | 265,511 | 32,116 | 0.01% | 0.0% | 23 | +4,679 | 1.79% | Q4 2025 | Jan 29, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 259,467 | 31,385 | 0.01% | 0.01% | 24 | -24,808 | -8.73% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Added to | 257,916 | 31,197 | 0.01% | 0.01% | 25 | +6,498 | 2.58% | Q4 2025 | Feb 11, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 244,778 | 29,608 | 0.01% | 0.01% | 26 | -5,781 | -2.31% | Q4 2025 | Feb 11, 2026 |
| Apella Capital, LLC | History | Added to | 244,585 | 29,585 | 0.58% | 0.27% | 27 | +139,778 | 133.37% | Q4 2025 | Jan 21, 2026 |
| Garde Capital, Inc. | History | Reduced | 231,708 | 28,027 | 1.66% | 1.39% | 28 | -9,614 | -3.98% | Q4 2025 | Feb 10, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 229,043 | 27,705 | 0.02% | 0.02% | 29 | +20,781 | 9.98% | Q4 2025 | Feb 17, 2026 |
| Cerity Partners LLC | History | Added to | 227,682 | 27,540 | 0.04% | 0.04% | 30 | +7,267 | 3.3% | Q4 2025 | Feb 11, 2026 |
| Hanson & Doremus Investment Management | History | Reduced | 216,416 | 26,178 | 3.15% | 3.23% | 31 | -187 | -0.09% | Q4 2025 | Jan 20, 2026 |
| Cedar Wealth Management, LLC | History | Reduced | 202,365 | 24,478 | 7.32% | 7.35% | 32 | -186 | -0.09% | Q4 2025 | Feb 06, 2026 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | History | Added to | 200,115 | 24,205 | 0.37% | 0.14% | 33 | +137,123 | 217.68% | Q4 2025 | Feb 17, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 189,501 | 22,922 | 0.01% | 0.01% | 34 | +18,957 | 11.12% | Q4 2025 | Feb 12, 2026 |
| Olde Wealth Management, LLC | History | Reduced | 185,828 | 22,477 | 6.91% | 6.95% | 35 | -413 | -0.22% | Q4 2025 | Feb 12, 2026 |
| Clarity Asset Management, Inc. | History | Reduced | 185,143 | 22,394 | 12.32% | 12.3% | 36 | -19 | -0.01% | Q4 2025 | Feb 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 183,356 | 22,178 | 0.01% | 0.01% | 37 | -43,620 | -19.22% | Q4 2025 | Feb 10, 2026 |
| Gemmer Asset Management LLC | History | Added to | 177,806 | 21,507 | 1.66% | 1.56% | 38 | +14,046 | 8.58% | Q4 2025 | Jan 23, 2026 |
| Financial Connections Group, Inc. | History | Reduced | 174,698 | 21,131 | 7.26% | 8.25% | 39 | -3,873 | -2.17% | Q4 2025 | Jan 23, 2026 |
| HighTower Advisors, LLC | History | Added to | 173,859 | 21,030 | 0.02% | 0.02% | 40 | +13,571 | 8.47% | Q4 2025 | Feb 06, 2026 |
| Prime Buchholz LLC | History | Reduced | 173,448 | 20,980 | 12.46% | 11.75% | 41 | -6,991 | -3.87% | Q4 2025 | Feb 11, 2026 |
| Angeles Investment Advisors, LLC | History | Added to | 172,875 | 20,910 | 1.4% | 0.7% | 42 | +82,683 | 91.67% | Q4 2025 | Feb 17, 2026 |
| HUB Investment Partners, LLC | History | Added to | 170,810 | 20,661 | 0.53% | 0.42% | 43 | +63,587 | 59.3% | Q4 2025 | Feb 17, 2026 |
| Ashford Advisors, LLC | History | Reduced | 170,243 | 20,592 | 4.51% | 4.51% | 44 | -2,005 | -1.16% | Q4 2025 | Jan 23, 2026 |
| Mill Creek Capital Advisors, LLC | History | No change | 163,116 | 19,730 | 0.4% | 0.4% | 45 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 158,634 | 19,188 | 0.03% | 0.03% | 46 | -16,389 | -9.36% | Q4 2025 | Feb 12, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Reduced | 156,505 | 18,930 | 0.21% | 0.23% | 47 | -14,183 | -8.31% | Q4 2025 | Feb 12, 2026 |
| Caprock Group, LLC | History | Reduced | 152,565 | 18,454 | 0.39% | 0.45% | 48 | -6,437 | -4.05% | Q4 2025 | Jan 28, 2026 |
| REGATTA CAPITAL GROUP, LLC | History | Added to | 152,065 | 18,393 | 2.78% | 2.8% | 49 | +2,545 | 1.7% | Q4 2025 | Jan 13, 2026 |
| Mariner, LLC | History | Added to | 149,338 | 18,063 | 0.02% | 0.02% | 50 | +27,640 | 22.71% | Q4 2025 | Feb 13, 2026 |
| LifeGuide Financial Advisors, LLC | History | Added to | 147,811 | 17,891 | 5.94% | 5.79% | 51 | +4,201 | 2.93% | Q4 2025 | Jan 05, 2026 |
| SILVER OAK WEALTH ADVISORS SERVICES, LLC | History | Reduced | 147,614 | 17,855 | 11.52% | 11.63% | 52 | -1,445 | -0.97% | Q4 2025 | Jan 29, 2026 |
| Human Investing LLC | History | Added to | 145,903 | 17,648 | 2.49% | 2.53% | 53 | +1,046 | 0.72% | Q4 2025 | Jan 27, 2026 |
| Focus Partners Wealth | History | Added to | 131,769 | 15,938 | 0.02% | 0.02% | 54 | +13,375 | 11.3% | Q4 2025 | Feb 13, 2026 |
| Orgel Wealth Management, LLC | History | Reduced | 127,889 | 15,469 | 0.34% | 0.35% | 55 | -4 | -0.0% | Q4 2025 | Jan 07, 2026 |
| Diversified Portfolios, Inc. | History | Reduced | 125,605 | 15,193 | 1.26% | 1.33% | 56 | -1,588 | -1.25% | Q4 2025 | Feb 09, 2026 |
| Harpswell Capital Advisors, LLC | History | Reduced | 125,550 | 15,186 | 12.04% | 14.93% | 57 | -6,601 | -5.0% | Q4 2025 | Feb 11, 2026 |
| Composition Wealth, LLC | History | Added to | 122,917 | 14,868 | 0.21% | 0.22% | 58 | +1,317 | 1.08% | Q4 2025 | Feb 02, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 111,768 | 13,520 | 0.04% | 0.04% | 59 | -12,817 | -10.29% | Q4 2025 | Feb 05, 2026 |
| One Day In July LLC | History | Reduced | 105,527 | 12,764 | 1.05% | 1.16% | 60 | -10,113 | -8.75% | Q4 2025 | Feb 04, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 103,303 | 12,495 | 0.01% | 0.01% | 61 | +2,876 | 2.86% | Q4 2025 | Feb 10, 2026 |
| Farrell Financial LLC | History | Added to | 99,921 | 12,086 | 7.13% | 6.72% | 62 | +9,413 | 10.4% | Q4 2025 | Jan 12, 2026 |
| SageView Advisory Group, LLC | History | Added to | 98,416 | 11,904 | 0.4% | 0.4% | 63 | +239 | 0.24% | Q4 2025 | Feb 17, 2026 |
| Cresset Asset Management, LLC | History | Added to | 92,219 | 11,154 | 0.05% | 0.05% | 64 | +1,234 | 1.36% | Q4 2025 | Feb 17, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 91,143 | 11,024 | 0.08% | 0.08% | 65 | +12,531 | 15.94% | Q4 2025 | Feb 18, 2026 |
| AMG National Trust Bank | History | Reduced | 82,086 | 9,929 | 0.23% | 0.25% | 66 | -4,181 | -4.85% | Q4 2025 | Jan 30, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 82,068 | 9,926 | 0.0% | 0.0% | 67 | +11,880 | 16.93% | Q4 2025 | Feb 13, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | Added to | 81,388 | 9,844 | 1.13% | 1.12% | 68 | +7,291 | 9.84% | Q4 2025 | Feb 17, 2026 |
| Pathstone Holdings, LLC | History | New | 81,227 | 9,825 | 0.04% | — | 69 | +81,227 | New | Q4 2025 | Feb 13, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 80,158 | 9,695 | 0.03% | 0.02% | 70 | +5,907 | 7.96% | Q4 2025 | Feb 17, 2026 |
| Boston Standard Wealth Management, LLC | History | Reduced | 79,125 | 9,570 | 1.58% | 1.62% | 71 | -2,046 | -2.52% | Q4 2025 | Jan 07, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 76,863 | 9,298 | 0.01% | 0.01% | 72 | +1,787 | 2.38% | Q4 2025 | Feb 18, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 73,732 | 8,918 | 0.0% | 0.0% | 73 | -52 | -0.07% | Q4 2025 | Feb 11, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 71,554 | 8,657 | 0.01% | 0.01% | 74 | -1,821 | -2.48% | Q4 2025 | Feb 17, 2026 |
| ST GERMAIN D J CO INC | History | Added to | 69,497 | 8,406 | 0.33% | 0.29% | 75 | +8,893 | 14.67% | Q4 2025 | Jan 29, 2026 |
| Relyea Zuckerberg Hanson LLC | History | Added to | 69,459 | 8,401 | 0.85% | 0.77% | 76 | +7,540 | 12.18% | Q4 2025 | Jan 20, 2026 |
| EVOKE WEALTH, LLC | History | Reduced | 66,654 | 8,062 | 0.15% | 0.22% | 77 | -26,318 | -28.31% | Q4 2025 | Feb 06, 2026 |
| New Covenant Trust Company, N.A. | History | Added to | 66,228 | 8,016 | 7.23% | 6.53% | 78 | +6,960 | 11.74% | Q4 2025 | Jan 13, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 63,449 | 7,674 | 0.05% | 0.01% | 79 | +56,168 | 771.43% | Q4 2025 | Feb 17, 2026 |
| BSW Wealth Partners | History | Reduced | 60,102 | 7,269 | 0.87% | 0.95% | 80 | -3,979 | -6.21% | Q4 2025 | Jan 23, 2026 |
| Cetera Investment Advisers | History | Added to | 59,994 | 7,256 | 0.01% | 0.01% | 81 | +5,260 | 9.61% | Q4 2025 | Feb 17, 2026 |
| Pearl Planning LLC | History | New | 56,960 | 6,889 | 4.21% | — | 82 | +56,960 | New | Q4 2025 | Feb 03, 2026 |
| Financial Engines Advisors L.L.C. | History | Added to | 56,039 | 6,778 | 0.01% | 0.01% | 83 | +2,730 | 5.12% | Q4 2025 | Feb 12, 2026 |
| Neuberger Berman Group LLC | History | Added to | 55,927 | 6,764 | 0.01% | 0.0% | 84 | +37,245 | 199.36% | Q4 2025 | Feb 13, 2026 |
| EQ LLC | History | Reduced | 54,078 | 6,541 | 1.89% | 2.23% | 85 | -1,430 | -2.58% | Q4 2025 | Feb 10, 2026 |
| LIBRA WEALTH LLC | History | Reduced | 53,132 | 6,426 | 1.8% | 2.01% | 86 | -3,429 | -6.06% | Q4 2025 | Jan 28, 2026 |
| Charter Oak Capital Management, LLC | History | Reduced | 52,977 | 6,408 | 0.49% | 0.51% | 87 | -2,280 | -4.13% | Q4 2025 | Jan 23, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 48,186 | 5,828 | 0.04% | 0.04% | 88 | -1,239 | -2.51% | Q4 2025 | Jan 29, 2026 |
| Westfuller Advisors, LLC | History | Added to | 48,023 | 5,808 | 2.35% | 2.58% | 89 | +173 | 0.36% | Q4 2025 | Jan 21, 2026 |
| Bank of New York Mellon Corp | History | Added to | 47,462 | 5,741 | 0.0% | 0.0% | 90 | +1,623 | 3.54% | Q4 2025 | Feb 10, 2026 |
| Atlas Legacy Advisors, LLC | History | Added to | 47,207 | 5,709 | 1.0% | 1.03% | 91 | +2,095 | 4.64% | Q4 2025 | Jan 29, 2026 |
| US BANCORP \DE\ | History | Added to | 46,998 | 5,684 | 0.01% | 0.01% | 92 | +10,307 | 28.09% | Q4 2025 | Jan 30, 2026 |
| PENNINGTON PARTNERS & CO., LLC | History | New | 45,676 | 5,524 | 2.21% | — | 93 | +45,676 | New | Q4 2025 | Feb 17, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | Added to | 45,308 | 5,480 | 0.46% | 0.46% | 94 | +118 | 0.26% | Q4 2025 | Feb 03, 2026 |
| White Lighthouse Investment Management Inc. | History | Added to | 45,293 | 5,478 | 0.76% | 0.76% | 95 | +3,371 | 8.04% | Q4 2025 | Feb 09, 2026 |
| Paragon Capital Management Ltd | History | Added to | 44,739 | 5,411 | 1.08% | 0.8% | 96 | +8,622 | 23.87% | Q4 2025 | Jan 22, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | New | 43,413 | 5,251 | 0.09% | — | 97 | +43,413 | New | Q4 2025 | Feb 19, 2026 |
| Atlantic Private Wealth, LLC | History | Reduced | 42,427 | 5,131 | 3.28% | 3.26% | 98 | -164 | -0.39% | Q4 2025 | Feb 11, 2026 |
| Palisades Hudson Asset Management, L.P. | History | Added to | 41,139 | 4,976 | 1.93% | 1.57% | 99 | +4,663 | 12.78% | Q4 2025 | Jan 30, 2026 |
| FIRST HAWAIIAN BANK | History | No change | 39,774 | 4,811 | 0.64% | 0.6% | 100 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Freestone Capital Holdings, LLC | History | Reduced | 39,369 | 4,762 | 0.14% | 0.14% | 101 | -419 | -1.05% | Q4 2025 | Jan 23, 2026 |
| Soundwatch Capital LLC | History | Added to | 38,609 | 4,670 | 0.72% | 0.73% | 102 | +15 | 0.04% | Q4 2025 | Feb 10, 2026 |
| Corient Private Wealth LLC | History | Added to | 37,592 | 4,547 | 0.01% | 0.0% | 103 | +34,013 | 950.35% | Q4 2025 | Mar 09, 2026 |
| GOULD ASSET MANAGEMENT LLC /CA/ | History | Reduced | 37,565 | 4,543 | 0.81% | 0.84% | 104 | -715 | -1.87% | Q4 2025 | Feb 17, 2026 |
| Banco Santander, S.A. | History | New | 37,300 | 4,511 | 0.03% | — | 105 | +37,300 | New | Q4 2025 | Feb 13, 2026 |
| PFG Investments, LLC | History | Added to | 36,896 | 4,462 | 0.21% | 0.22% | 106 | +1,827 | 5.21% | Q4 2025 | Jan 26, 2026 |
| Stonehearth Capital Management, LLC | History | Reduced | 36,285 | 4,389 | 1.62% | 1.7% | 107 | -830 | -2.24% | Q4 2025 | Jan 13, 2026 |
| Sageworth Trust Co | History | No change | 35,577 | 4,303 | 0.18% | 0.2% | 108 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Brooklyn FI, LLC | History | Added to | 35,562 | 4,301 | 0.92% | 0.93% | 109 | +532 | 1.52% | Q4 2025 | Jan 21, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 35,279 | 4,267 | 0.05% | 0.02% | 110 | +22,691 | 180.26% | Q4 2025 | Jan 23, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 34,423 | 4,163 | 0.52% | 0.48% | 111 | +3,406 | 10.98% | Q4 2025 | Feb 13, 2026 |
| Parallel Advisors, LLC | History | Reduced | 34,386 | 4,159 | 0.08% | 0.08% | 112 | -2,063 | -5.66% | Q4 2025 | Feb 11, 2026 |
| McClarren Financial Advisors, Inc. | History | Reduced | 8,515 | 4,138 | 2.47% | 2.48% | 113 | -20,710 | -70.86% | Q4 2025 | Jan 13, 2026 |
| FIRST HORIZON CORP | History | Reduced | 33,939 | 4,105 | 0.18% | 0.19% | 114 | -126 | -0.37% | Q4 2025 | Jan 27, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 33,877 | 4,097 | 0.01% | 0.01% | 115 | +9,671 | 39.95% | Q4 2025 | Feb 13, 2026 |
| Lido Advisors, LLC | History | Added to | 33,535 | 4,008 | 0.01% | 0.01% | 116 | +2 | 0.01% | Q4 2025 | Feb 10, 2026 |
| RETIREMENT CAPITAL STRATEGIES | History | Reduced | 32,790 | 3,966 | 1.47% | 1.64% | 117 | -3,224 | -8.95% | Q4 2025 | Feb 13, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 32,732 | 3,959 | 0.08% | 0.06% | 118 | +6,015 | 22.51% | Q4 2025 | Feb 05, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Added to | 32,713 | 3,956 | 0.05% | 0.04% | 119 | +9,733 | 42.35% | Q4 2025 | Jan 22, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 32,361 | 3,914 | 0.08% | 0.08% | 120 | +2,049 | 6.76% | Q4 2025 | Feb 09, 2026 |
| Well Done, LLC | History | Reduced | 32,318 | 3,909 | 0.58% | 0.67% | 121 | -1,035 | -3.1% | Q4 2025 | Jan 13, 2026 |
| Private Advisor Group, LLC | History | Reduced | 32,197 | 3,894 | 0.02% | 0.02% | 122 | -5,680 | -15.0% | Q4 2025 | Feb 17, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 31,735 | 3,838 | 0.25% | 0.25% | 123 | -270 | -0.84% | Q4 2025 | Feb 03, 2026 |
| NewEdge Advisors, LLC | History | Added to | 31,256 | 3,780 | 0.01% | 0.01% | 124 | +5,423 | 20.99% | Q4 2025 | Feb 18, 2026 |
| Trademark Financial Management, LLC | History | Reduced | 30,398 | 3,676 | 2.02% | 2.6% | 125 | -7,366 | -19.51% | Q4 2025 | Jan 28, 2026 |
| Ballentine Partners, LLC | History | No change | 30,309 | 3,666 | 0.05% | 0.05% | 126 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| CHOREO, LLC | History | Reduced | 29,450 | 3,589 | 0.05% | 0.05% | 127 | -100 | -0.34% | Q4 2025 | Jan 23, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 29,060 | 3,515 | 0.04% | 0.04% | 128 | -60 | -0.21% | Q4 2025 | Jan 21, 2026 |
| WHITTIER TRUST CO | History | No change | 28,606 | 3,511 | 0.04% | 0.04% | 129 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Haverford Trust Co | History | Added to | 28,963 | 3,503 | 0.03% | 0.03% | 130 | +100 | 0.35% | Q4 2025 | Feb 13, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 28,467 | 3,443 | 0.04% | 0.04% | 131 | -21 | -0.07% | Q4 2025 | Jan 26, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Reduced | 27,959 | 3,381 | 0.21% | 0.22% | 132 | -124 | -0.44% | Q4 2025 | Jan 23, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 27,148 | 3,332 | 0.0% | 0.0% | 133 | +802 | 3.04% | Q4 2025 | Jan 08, 2026 |
| Mallini Complete Financial Planning LLC | History | Reduced | 27,448 | 3,320 | 2.67% | 2.73% | 134 | -855 | -3.02% | Q4 2025 | Jan 06, 2026 |
| Affinity Capital Advisors, LLC | History | Reduced | 27,201 | 3,290 | 0.46% | 0.51% | 135 | -437 | -1.58% | Q4 2025 | Jan 09, 2026 |
| Topel & Distasi Wealth Management, LLC | History | Reduced | 26,734 | 3,233 | 1.58% | 1.63% | 136 | -1,204 | -4.31% | Q4 2025 | Feb 09, 2026 |
| Hamrick Investment Counsel, llc | History | New | 25,972 | 3,141 | 2.34% | — | 137 | +25,972 | New | Q4 2025 | Mar 31, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 24,945 | 3,017 | 0.03% | 0.03% | 138 | -612 | -2.39% | Q4 2025 | Feb 13, 2026 |
| EP Wealth Advisors, LLC | History | New | 24,739 | 2,992 | 0.02% | — | 139 | +24,739 | New | Q4 2025 | Feb 18, 2026 |
| SAPIENT CAPITAL LLC | History | No change | 24,549 | 2,991 | 0.04% | 0.04% | 140 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| DAVIS R M INC | History | Added to | 24,634 | 2,979 | 0.05% | 0.05% | 141 | +225 | 0.92% | Q4 2025 | Feb 12, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 24,588 | 2,974 | 0.02% | 0.02% | 142 | -548 | -2.18% | Q4 2025 | Feb 03, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 24,567 | 2,971 | 0.0% | 0.0% | 143 | +476 | 1.98% | Q4 2025 | Feb 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 24,371 | 2,947 | 0.0% | 0.0% | 144 | +4,259 | 21.18% | Q4 2025 | Feb 17, 2026 |
| Strategic Point Investment Advisors, LLC | History | No change | 24,160 | 2,922 | 0.4% | 0.41% | 145 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Wealth Group Ltd | History | Added to | 24,146 | 2,920 | 0.65% | 0.66% | 146 | +186 | 0.78% | Q4 2025 | Jan 12, 2026 |
| ATMOS ADVISORY, LLC | History | Reduced | 24,053 | 2,909 | 1.69% | 1.75% | 147 | -143 | -0.59% | Q4 2025 | Jan 21, 2026 |
| CGN Advisors LLC | History | Added to | 23,569 | 2,850 | 0.23% | 0.22% | 148 | +1,367 | 6.16% | Q4 2025 | Jan 05, 2026 |
| FMR LLC | History | Added to | 23,162 | 2,801 | 0.0% | 0.0% | 149 | +15 | 0.06% | Q4 2025 | Feb 17, 2026 |
| Armbruster Capital Management, Inc. | History | Added to | 22,393 | 2,708 | 0.45% | 0.43% | 150 | +1,083 | 5.08% | Q4 2025 | Jan 23, 2026 |
| Fingerlakes Wealth Management, Inc. | History | Added to | 21,898 | 2,648 | 1.68% | 1.67% | 151 | +302 | 1.4% | Q4 2025 | Feb 05, 2026 |
| Davis Wealth Advisors, LLC | History | New | 20,925 | 2,531 | 2.11% | — | 152 | +20,925 | New | Q4 2025 | Feb 17, 2026 |
| PROFFITT & GOODSON INC | History | Reduced | 20,886 | 2,526 | 0.35% | 0.36% | 153 | -188 | -0.89% | Q4 2025 | Jan 27, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 20,809 | 2,517 | 0.05% | 0.05% | 154 | -399 | -1.88% | Q4 2025 | Jan 16, 2026 |
| MAYPORT, LLC | History | Reduced | 20,328 | 2,458 | 0.5% | 0.55% | 155 | -1,244 | -5.77% | Q4 2025 | Jan 21, 2026 |
| MERITAGE PORTFOLIO MANAGEMENT | History | Added to | 20,283 | 2,453 | 0.16% | 0.15% | 156 | +1,475 | 7.84% | Q4 2025 | Jan 27, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 19,997 | 2,418 | 0.0% | 0.0% | 157 | -1,691 | -7.8% | Q4 2025 | Feb 17, 2026 |
| Summit Wealth Group, LLC | History | No change | 19,815 | 2,396 | 0.56% | 0.57% | 158 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 19,672 | 2,379 | 0.0% | 0.0% | 159 | -258 | -1.29% | Q4 2025 | Feb 02, 2026 |
| NewEdge Wealth, LLC | History | No change | 19,620 | 2,373 | 0.03% | 0.03% | 160 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Wedmont Private Capital | History | Added to | 19,159 | 2,348 | 0.08% | 0.08% | 161 | +738 | 4.01% | Q4 2025 | Jan 08, 2026 |
| Laurel Wealth Planning LLC | History | Reduced | 19,376 | 2,343 | 1.3% | 1.35% | 162 | -2,214 | -10.25% | Q4 2025 | Jan 23, 2026 |
| WEBSTER BANK, N. A. | History | No change | 18,904 | 2,286 | 0.21% | 0.22% | 163 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| West Financial Advisors, LLC | History | Reduced | 18,718 | 2,264 | 0.38% | 0.37% | 164 | -312 | -1.64% | Q4 2025 | Jan 13, 2026 |
| EQUITABLE TRUST CO | History | No change | 18,528 | 2,241 | 0.1% | 0.1% | 165 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Glenview Trust Co | History | Added to | 18,452 | 2,231 | 0.03% | 0.03% | 166 | +29 | 0.16% | Q4 2025 | Feb 09, 2026 |
| Bell Investment Advisors, Inc | History | Reduced | 17,974 | 2,174 | 0.34% | 0.35% | 167 | -54 | -0.3% | Q4 2025 | Feb 24, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 17,898 | 2,164 | 0.11% | 0.12% | 168 | -33 | -0.18% | Q4 2025 | Feb 05, 2026 |
| Merit Financial Group, LLC | History | Reduced | 17,820 | 2,155 | 0.02% | 0.02% | 170 | -1,463 | -7.59% | Q4 2025 | Jan 26, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 17,563 | 2,155 | 0.04% | 0.04% | 169 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Addison Advisors LLC | History | Reduced | 17,477 | 2,114 | 0.47% | 0.56% | 171 | -2,932 | -14.37% | Q4 2025 | Feb 06, 2026 |
| Arjuna Capital | History | Added to | 17,355 | 2,099 | 0.51% | 0.48% | 172 | +926 | 5.64% | Q4 2025 | Feb 05, 2026 |
| Tortoise Investment Management, LLC | History | Added to | 16,898 | 2,043 | 0.18% | 0.15% | 173 | +2,265 | 15.48% | Q4 2025 | Feb 06, 2026 |
| Farnam Financial LLC | History | Reduced | 16,721 | 2,022 | 1.52% | 1.57% | 174 | -337 | -1.98% | Q4 2025 | Jan 26, 2026 |
| Northland Capital Management LLC | History | Reduced | 16,517 | 1,997 | 1.12% | 1.28% | 175 | -1,959 | -10.6% | Q4 2025 | Jan 20, 2026 |
| Skyline Advisors, Inc. | History | Reduced | 16,510 | 1,997 | 0.67% | 0.68% | 176 | -129 | -0.78% | Q4 2025 | Jan 12, 2026 |
| Thayer Partners, LLC / MA | History | New | 16,321 | 1,974 | 0.96% | — | 177 | +16,321 | New | Q4 2025 | Feb 05, 2026 |
| WealthCollab, LLC | History | Reduced | 16,253 | 1,965 | 0.8% | 0.96% | 178 | -1,462 | -8.25% | Q4 2025 | Jan 27, 2026 |
| EVERETT HARRIS & CO /CA/ | History | No change | 16,000 | 1,935 | 0.02% | 0.02% | 179 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Johnson Bixby & Associates, LLC | History | Reduced | 15,936 | 1,927 | 0.24% | 0.25% | 180 | -417 | -2.55% | Q4 2025 | Jan 14, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 15,657 | 1,893 | 0.05% | 0.05% | 181 | +1,491 | 10.53% | Q4 2025 | Feb 02, 2026 |
| UMB Bank, n.a. | History | No change | 15,562 | 1,882 | 0.03% | 0.03% | 182 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 15,424 | 1,865 | 0.0% | 0.0% | 183 | +68 | 0.44% | Q4 2025 | Feb 12, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 15,370 | 1,859 | 0.04% | 0.04% | 184 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Wealth Analytics Partners, LLC | History | New | 15,079 | 1,823 | 0.71% | — | 185 | +15,079 | New | Q4 2025 | Feb 17, 2026 |
| BROWN ADVISORY INC | History | Added to | 15,060 | 1,821 | 0.0% | 0.0% | 186 | +4,361 | 40.76% | Q4 2025 | Feb 13, 2026 |
| M&T BANK CORP | History | No change | 14,967 | 1,810 | 0.01% | 0.01% | 187 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Wingate Wealth Advisors, Inc. | History | Added to | 14,515 | 1,755 | 0.98% | 1.19% | 188 | +35 | 0.24% | Q4 2025 | Jan 28, 2026 |
| Smithfield Trust Co | History | Reduced | 14,392 | 1,741 | 0.08% | 0.08% | 189 | -123 | -0.85% | Q4 2025 | Feb 09, 2026 |
| Burkett Asset Management Ltd | History | New | 14,250 | 1,723 | 1.74% | — | 190 | +14,250 | New | Q4 2025 | Feb 12, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 14,126 | 1,708 | 0.01% | 0.02% | 191 | -12,301 | -46.55% | Q4 2025 | Jan 29, 2026 |
| Values Added Financial LLC | History | Added to | 14,109 | 1,706 | 0.72% | 0.74% | 192 | +143 | 1.02% | Q4 2025 | Jan 16, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | Reduced | 13,807 | 1,670 | 0.91% | 0.95% | 193 | -283 | -2.01% | Q4 2025 | Feb 18, 2026 |
| Weil Company, Inc. | History | Reduced | 13,742 | 1,662 | 0.38% | 0.4% | 194 | -331 | -2.35% | Q4 2025 | Jan 14, 2026 |
| Leonard Rickey Investment Advisors P.L.L.C. | History | Reduced | 13,733 | 1,661 | 0.3% | 0.35% | 195 | -1,829 | -11.75% | Q4 2025 | Jan 14, 2026 |
| Selective Wealth Management, Inc. | History | Reduced | 13,498 | 1,649 | 0.51% | 0.53% | 196 | -457 | -3.27% | Q4 2025 | Jan 16, 2026 |
| Silver Oak Advisory Group, Inc. | History | Added to | 13,484 | 1,631 | 0.74% | 0.72% | 197 | +70 | 0.52% | Q4 2025 | Feb 03, 2026 |
| CWM, LLC | History | Added to | 13,325 | 1,612 | 0.0% | 0.0% | 198 | +6,807 | 104.43% | Q4 2025 | Jan 26, 2026 |
| Rock Point Advisors, LLC | History | No change | 13,200 | 1,596 | 0.4% | 0.41% | 199 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Napier Financial, LLC | History | New | 13,130 | 1,588 | 0.4% | — | 200 | +13,130 | New | Q4 2025 | Feb 11, 2026 |
| Scott Capital Advisors, LLC | History | Added to | 13,108 | 1,585 | 0.35% | 0.33% | 201 | +971 | 8.0% | Q4 2025 | Jan 12, 2026 |
| Shepherd Financial Partners LLC | History | No change | 12,933 | 1,564 | 0.14% | 0.15% | 202 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Joel Isaacson & Co., LLC | History | Added to | 12,824 | 1,551 | 0.05% | 0.05% | 203 | +1,574 | 13.99% | Q4 2025 | Jan 30, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 12,726 | 1,539 | 0.04% | 0.04% | 204 | -157 | -1.22% | Q4 2025 | Feb 17, 2026 |
| BAILARD, INC. | History | Added to | 12,636 | 1,528 | 0.03% | 0.03% | 205 | +274 | 2.22% | Q4 2025 | Feb 04, 2026 |
| Towerpoint Wealth, LLC | History | Added to | 12,602 | 1,524 | 0.6% | 0.31% | 206 | +6,221 | 97.49% | Q4 2025 | Jan 15, 2026 |
| Compound Planning, Inc. | History | Reduced | 12,578 | 1,521 | 0.04% | 0.05% | 208 | -1,014 | -7.46% | Q4 2025 | Feb 19, 2026 |
| Fifth Third Wealth Advisors LLC | History | No change | 12,580 | 1,521 | 0.05% | 0.05% | 207 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| MARINO, STRAM & ASSOCIATES LLC | History | Reduced | 12,460 | 1,507 | 0.27% | 0.28% | 209 | -689 | -5.24% | Q4 2025 | Jan 16, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | New | 12,440 | 1,505 | 0.0% | — | 210 | +12,440 | New | Q4 2025 | Feb 05, 2026 |
| Pine Harbor Wealth Management, LLC | History | No change | 12,387 | 1,498 | 0.46% | 0.47% | 211 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| BEACON FINANCIAL PLANNING, INC | History | Added to | 12,219 | 1,478 | 0.71% | 0.75% | 212 | +30 | 0.25% | Q4 2025 | Jan 22, 2026 |
| Ervin Investment Management, LLC | History | Reduced | 11,871 | 1,435 | 0.8% | 0.81% | 213 | -60 | -0.5% | Q4 2025 | Jan 23, 2026 |
| GenTrust, LLC | History | Added to | 11,796 | 1,426 | 0.06% | 0.06% | 214 | +15 | 0.13% | Q4 2025 | Feb 02, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 11,451 | 1,385 | 0.01% | 0.01% | 215 | +346 | 3.12% | Q4 2025 | Feb 12, 2026 |
| M Holdings Securities, Inc. | History | New | 11,334 | 1,371 | 0.1% | — | 216 | +11,334 | New | Q4 2025 | Feb 11, 2026 |
| NOVARE CAPITAL MANAGEMENT LLC | History | Reduced | 11,281 | 1,364 | 0.1% | 0.1% | 217 | -194 | -1.69% | Q4 2025 | Feb 05, 2026 |
| McLean Asset Management Corp | History | No change | 11,200 | 1,364 | 0.24% | 0.28% | 218 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Reduced | 11,253 | 1,361 | 0.15% | 0.16% | 219 | -743 | -6.19% | Q4 2025 | Feb 18, 2026 |
| Arbor Investment Advisors, LLC | History | Added to | 11,210 | 1,355 | 0.18% | 0.17% | 220 | +25 | 0.22% | Q4 2025 | Jan 23, 2026 |
| Balanced Rock Investment Advisors LLC | History | Reduced | 11,149 | 1,348 | 0.96% | 0.98% | 221 | -139 | -1.23% | Q4 2025 | Feb 13, 2026 |
| Brickley Wealth Management | History | Reduced | 10,870 | 1,314 | 0.22% | 0.24% | 222 | -636 | -5.53% | Q4 2025 | Jan 29, 2026 |
| Larson Financial Group LLC | History | Reduced | 10,838 | 1,310 | 0.04% | 0.05% | 223 | -1,823 | -14.4% | Q4 2025 | Feb 06, 2026 |
| Chemistry Wealth Management LLC | History | No change | 10,827 | 1,309 | 0.24% | 0.25% | 224 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 10,819 | 1,308 | 0.02% | 0.0% | 225 | +7,304 | 207.8% | Q4 2025 | Feb 11, 2026 |
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | History | Added to | 10,713 | 1,295 | 0.09% | 0.09% | 226 | +1,002 | 10.32% | Q4 2025 | Jan 12, 2026 |
| Waverly Advisors, LLC | History | Added to | 10,487 | 1,268 | 0.01% | 0.01% | 227 | +1,058 | 11.22% | Q4 2025 | Feb 17, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 10,050 | 1,216 | 0.04% | 0.04% | 228 | -1,149 | -10.26% | Q4 2025 | Feb 12, 2026 |
| Xena Financial Planning, LLC | History | New | 9,994 | 1,208 | 1.42% | — | 229 | +9,994 | New | Q4 2025 | Jan 15, 2026 |
| Townsend Financial Planning, LLC | History | New | 9,847 | 1,191 | 1.19% | — | 231 | +9,847 | New | Q4 2025 | Feb 17, 2026 |
| ANB BANK | History | Reduced | 9,850 | 1,191 | 0.47% | 0.52% | 230 | -891 | -8.3% | Q4 2025 | Feb 13, 2026 |
| Jefferies Financial Group Inc. | History | Reduced | 9,813 | 1,187 | 0.01% | 0.01% | 232 | -170 | -1.7% | Q4 2025 | Feb 09, 2026 |
| Savant Capital, LLC | History | Reduced | 9,746 | 1,178 | 0.01% | 0.01% | 233 | -5,970 | -37.99% | Q4 2025 | Feb 10, 2026 |
| SEEDS INVESTOR LLC | History | No change | 9,735 | 1,177 | 0.23% | 0.24% | 234 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 9,654 | 1,167 | 0.0% | 0.0% | 235 | +5,004 | 107.61% | Q4 2025 | Feb 13, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Reduced | 9,550 | 1,155 | 0.02% | 0.03% | 236 | -2,448 | -20.4% | Q4 2025 | Feb 05, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 9,492 | 1,148 | 0.0% | 0.0% | 237 | -301 | -3.07% | Q4 2025 | Feb 11, 2026 |
| Bragg Financial Advisors, Inc | History | Reduced | 9,476 | 1,146 | 0.04% | 0.04% | 238 | -51 | -0.54% | Q4 2025 | Feb 13, 2026 |
| World Investment Advisors | History | Added to | 9,444 | 1,142 | 0.02% | 0.01% | 239 | +7,104 | 303.59% | Q4 2025 | Mar 12, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | No change | 9,436 | 1,141 | 0.02% | 0.02% | 240 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Central Pacific Bank - Trust Division | History | Added to | 9,407 | 1,137 | 0.14% | 0.13% | 241 | +656 | 7.5% | Q4 2025 | Jan 07, 2026 |
| Family CFO Inc | History | No change | 9,364 | 1,132 | 0.51% | 0.51% | 242 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| My Personal CFO, LLC | History | New | 9,298 | 1,124 | 0.47% | — | 243 | +9,298 | New | Q4 2025 | Jan 15, 2026 |
| Joel Adams & Associates, Inc. | History | Added to | 9,257 | 1,119 | 0.84% | 0.86% | 244 | +231 | 2.56% | Q4 2025 | Jan 27, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 9,228 | 1,116 | 0.02% | 0.03% | 245 | -2,820 | -23.41% | Q4 2025 | Feb 12, 2026 |
| Fortress Financial Solutions, LLC | History | Reduced | 9,179 | 1,110 | 1.14% | 1.24% | 246 | -463 | -4.8% | Q4 2025 | Jan 23, 2026 |
| PFG Advisors | History | Reduced | 9,169 | 1,109 | 0.05% | 0.05% | 247 | -1,027 | -10.07% | Q4 2025 | Jan 27, 2026 |
| Greenspring Advisors, LLC | History | Added to | 9,130 | 1,104 | 0.07% | 0.17% | 248 | +932 | 11.37% | Q4 2025 | Feb 10, 2026 |
| Brooklyn Investment Group | History | New | 8,976 | 1,095 | 0.05% | — | 249 | +8,976 | New | Q4 2025 | Feb 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 8,939 | 1,081 | 0.0% | 0.0% | 250 | -794 | -8.16% | Q4 2025 | Feb 17, 2026 |
| Sageworth Trust Co of South Dakota | History | Added to | 8,936 | 1,080 | 0.88% | 0.83% | 251 | +1,498 | 20.14% | Q4 2025 | Jan 30, 2026 |
| EFG International AG | History | New | 8,928 | 1,079 | 0.02% | — | 253 | +8,928 | New | Q4 2025 | Feb 17, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | Added to | 8,928 | 1,079 | 0.0% | 0.0% | 252 | +4,884 | 120.77% | Q4 2025 | Jan 22, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 8,916 | 1,078 | 0.01% | 0.01% | 254 | -10,042 | -52.97% | Q4 2025 | Feb 13, 2026 |
| SFM, LLC | History | Added to | 8,889 | 1,075 | 0.63% | 0.59% | 255 | +352 | 4.12% | Q4 2025 | Jan 23, 2026 |
| MAI Capital Management | History | Added to | 8,833 | 1,068 | 0.01% | 0.01% | 256 | +1,551 | 21.3% | Q4 2025 | Feb 13, 2026 |
| Clearview Wealth Advisors LLC | History | Reduced | 8,758 | 1,059 | 0.67% | 0.68% | 257 | -188 | -2.1% | Q4 2025 | Feb 17, 2026 |
| LANDAAS & CO /WI /ADV | History | No change | 8,710 | 1,053 | 0.23% | 0.23% | 258 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 8,694 | 1,051 | 0.01% | 0.01% | 259 | -92 | -1.05% | Q4 2025 | Jan 20, 2026 |
| Savvy Advisors, Inc. | History | Added to | 8,686 | 1,050 | 0.03% | 0.04% | 260 | +587 | 7.25% | Q4 2025 | Jan 20, 2026 |
| PENOBSCOT WEALTH MANAGEMENT | History | Added to | 8,646 | 1,045 | 0.32% | 0.32% | 261 | +276 | 3.3% | Q4 2025 | Feb 12, 2026 |
| TRUEFG, LLC | History | Added to | 8,623 | 1,043 | 0.28% | 0.28% | 262 | +1 | 0.01% | Q4 2025 | Jan 21, 2026 |
| Passive Capital Management, LLC. | History | Added to | 8,520 | 1,030 | 0.32% | 0.32% | 263 | +202 | 2.43% | Q4 2025 | Feb 05, 2026 |
| PECAUT & CO. | History | Added to | 8,395 | 1,015 | 0.33% | 0.3% | 264 | +586 | 7.5% | Q4 2025 | Feb 10, 2026 |
| PRESILIUM PRIVATE WEALTH, LLC | History | Reduced | 8,385 | 1,014 | 0.19% | 0.19% | 265 | -15 | -0.18% | Q4 2025 | Jan 13, 2026 |
| May Hill Capital, LLC | History | Added to | 8,330 | 1,007 | 0.13% | 0.16% | 266 | +3,803 | 84.01% | Q4 2025 | Feb 05, 2026 |
| HBK Sorce Advisory LLC | History | Added to | 8,342 | 1,006 | 0.02% | 0.02% | 267 | +1,223 | 17.18% | Q4 2025 | Feb 09, 2026 |
| Allworth Financial LP | History | New | 8,175 | 988 | 0.0% | — | 268 | +8,175 | New | Q4 2025 | Feb 05, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 8,152 | 986 | 0.01% | 0.01% | 269 | +10 | 0.12% | Q4 2025 | Jan 30, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 8,136 | 984 | 0.01% | 0.01% | 270 | +122 | 1.52% | Q4 2025 | Feb 12, 2026 |
| Main Street Financial Solutions, LLC | History | Reduced | 8,128 | 983 | 0.07% | 0.06% | 271 | -294 | -3.49% | Q4 2025 | Feb 17, 2026 |
| THOMPSON DAVIS & CO., INC. | History | No change | 8,124 | 982 | 0.59% | 0.59% | 272 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | No change | 8,024 | 970 | 0.01% | 0.01% | 273 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| ZEVIN ASSET MANAGEMENT LLC | History | Added to | 7,964 | 963 | 0.13% | 0.1% | 274 | +2,009 | 33.74% | Q4 2025 | Feb 12, 2026 |
| CJM Wealth Advisers, Ltd. | History | Reduced | 7,863 | 951 | 0.28% | 0.3% | 276 | -332 | -4.05% | Q4 2025 | Jan 23, 2026 |
| Cherry Tree Wealth Management, LLC | History | Added to | 7,870 | 951 | 0.2% | 0.2% | 275 | +4 | 0.05% | Q4 2025 | Feb 10, 2026 |
| Midwest Trust Co | History | No change | 7,827 | 946 | 0.01% | 0.01% | 277 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Equitable Holdings, Inc. | History | Added to | 7,749 | 937 | 0.01% | 0.0% | 278 | +2,340 | 43.26% | Q4 2025 | Feb 17, 2026 |
| Tradition Wealth Management, LLC | History | Reduced | 7,659 | 926 | 0.07% | 0.07% | 279 | -74 | -0.96% | Q4 2025 | Feb 11, 2026 |
| BOKF, NA | History | New | 7,651 | 925 | 0.01% | — | 280 | +7,651 | New | Q4 2025 | Feb 03, 2026 |
| OKABENA INVESTMENT SERVICES INC | History | New | 7,605 | 919 | 0.18% | — | 281 | +7,605 | New | Q4 2025 | Feb 13, 2026 |
| Rockbridge Investment Management, LCC | History | Reduced | 7,547 | 912 | 0.08% | 0.09% | 283 | -158 | -2.05% | Q4 2025 | Feb 04, 2026 |
| CM WEALTH ADVISORS LLC | History | No change | 7,547 | 912 | 0.21% | 0.24% | 282 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| CHERRYDALE WEALTH MANAGEMENT, LLC | History | Reduced | 7,511 | 908 | 0.28% | 0.28% | 285 | -74 | -0.98% | Q4 2025 | Jan 13, 2026 |
| GOLDEN ROAD ADVISORS LLC | History | Reduced | 7,512 | 908 | 0.52% | 0.52% | 286 | -34 | -0.45% | Q4 2025 | Feb 02, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 7,512 | 908 | 0.07% | 0.07% | 284 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Csenge Advisory Group | History | Added to | 7,339 | 887 | 0.04% | 0.04% | 287 | +18 | 0.25% | Q4 2025 | Feb 06, 2026 |
| JNBA Financial Advisors | History | Added to | 7,303 | 883 | 0.08% | 0.08% | 288 | +24 | 0.33% | Q4 2025 | Jan 26, 2026 |
| TPG Financial Advisors, LLC | History | Added to | 7,281 | 880 | 0.29% | 0.31% | 289 | +246 | 3.5% | Q4 2025 | Feb 06, 2026 |
| Empower Advisory Group, LLC | History | Added to | 7,239 | 875 | 0.0% | 0.0% | 290 | +140 | 1.97% | Q4 2025 | Feb 12, 2026 |
| Dynamic Advisor Solutions LLC | History | No change | 7,159 | 865 | 0.03% | 0.02% | 291 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| AlTi Global, Inc. | History | No change | 7,083 | 856 | 0.02% | 0.02% | 292 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Truepoint, Inc. | History | Added to | 7,061 | 854 | 0.02% | 0.02% | 293 | +17 | 0.24% | Q4 2025 | Feb 11, 2026 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | History | No change | 6,950 | 853 | 0.01% | 0.01% | 294 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Milestone Investment Advisors LLC | History | Reduced | 7,033 | 850 | 0.21% | 0.21% | 295 | -68 | -0.96% | Q4 2025 | Feb 11, 2026 |
| Vickerman Investment Advisors, Inc. | History | Reduced | 6,995 | 846 | 0.17% | 0.18% | 296 | -595 | -7.84% | Q4 2025 | Feb 12, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Reduced | 6,943 | 839 | 0.08% | 0.09% | 297 | -199 | -2.79% | Q4 2025 | Jan 27, 2026 |
| CURIO WEALTH, LLC | History | No change | 6,797 | 832 | 0.29% | 0.33% | 298 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Black Diamond Financial, LLC | History | Added to | 6,774 | 819 | 0.09% | 0.09% | 299 | +20 | 0.3% | Q4 2025 | Feb 03, 2026 |
| InTrack Investment Management Inc | History | Added to | 6,725 | 813 | 0.45% | 0.25% | 300 | +3,210 | 91.32% | Q4 2025 | Jan 14, 2026 |
| Fiduciary Wealth Partners, LLC | History | No change | 6,611 | 799 | 0.33% | 0.33% | 301 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Avantax Planning Partners, Inc. | History | Reduced | 6,584 | 796 | 0.02% | 0.02% | 302 | -99 | -1.48% | Q4 2025 | Feb 05, 2026 |
| Sage Advisory Services, Ltd.Co. | History | No change | 6,505 | 787 | 0.43% | 0.4% | 303 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Compass Ion Advisors, LLC | History | Added to | 6,336 | 766 | 0.07% | 0.06% | 304 | +1,374 | 27.69% | Q4 2025 | Jan 29, 2026 |
| Symmetry Partners, LLC | History | Added to | 6,339 | 766 | 0.05% | 0.07% | 305 | +815 | 14.75% | Q4 2025 | Jan 27, 2026 |
| CITIGROUP INC | History | Added to | 6,250 | 756 | 0.0% | 0.0% | 306 | +1,616 | 34.87% | Q4 2025 | Feb 13, 2026 |
| Princeton Global Asset Management LLC | History | Added to | 6,133 | 741 | 0.12% | 0.12% | 307 | +8 | 0.13% | Q4 2025 | Jan 20, 2026 |
| Abacus Planning Group, Inc. | History | Added to | 6,109 | 738 | 0.1% | 0.1% | 308 | +1 | 0.02% | Q4 2025 | Jan 16, 2026 |
| Coston, McIsaac & Partners | History | Added to | 6,100 | 737 | 0.17% | 0.17% | 309 | +40 | 0.66% | Q4 2025 | Feb 03, 2026 |
| Brookstone Capital Management | History | Reduced | 6,056 | 732 | 0.01% | 0.01% | 310 | -829 | -12.04% | Q4 2025 | Jan 15, 2026 |
| IFG Advisors, LLC | History | Added to | 5,975 | 722 | 0.12% | 0.12% | 312 | +13 | 0.22% | Q4 2025 | Jan 13, 2026 |
| ETF Portfolio Partners, Inc. | History | No change | 5,977 | 722 | 0.19% | 0.19% | 311 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | Added to | 5,962 | 721 | 0.01% | 0.0% | 313 | +3,964 | 198.4% | Q4 2025 | Jan 28, 2026 |
| Firestone Capital Management | History | Added to | 5,914 | 715 | 0.15% | 0.15% | 314 | +3 | 0.05% | Q4 2025 | Feb 09, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | No change | 5,900 | 713 | 0.05% | 0.05% | 315 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Financial Alternatives, Inc | History | Added to | 5,893 | 712 | 0.41% | 0.41% | 316 | +104 | 1.8% | Q4 2025 | Feb 04, 2026 |
| Peirce Capital Management, LLC | History | Added to | 5,879 | 711 | 0.28% | 0.29% | 318 | +1 | 0.02% | Q4 2025 | Feb 06, 2026 |
| FRG Family Wealth Advisors LLC | History | No change | 5,879 | 711 | 0.11% | 0.11% | 317 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Clarius Group, LLC | History | Added to | 5,877 | 710 | 0.04% | 0.04% | 319 | +446 | 8.21% | Q4 2025 | Jan 14, 2026 |
| Ameraudi Asset Management, Inc. | History | No change | 5,793 | 700 | 0.38% | 0.41% | 320 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Humankind Investments LLC | History | Reduced | 5,728 | 693 | 0.31% | 0.16% | 321 | -20 | -0.35% | Q4 2025 | Feb 17, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 5,710 | 690 | 0.02% | 0.02% | 322 | +164 | 2.96% | Q4 2025 | Feb 11, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 5,691 | 688 | 0.02% | 0.02% | 323 | -36 | -0.63% | Q4 2025 | Jan 12, 2026 |
| Destination Wealth Management | History | Added to | 5,678 | 686 | 0.02% | 0.02% | 324 | +131 | 2.36% | Q4 2025 | Feb 13, 2026 |
| Cascade Investment Advisors, Inc. | History | No change | 5,642 | 682 | 0.4% | 0.4% | 325 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Capstone Financial Advisors, Inc. | History | Added to | 5,592 | 676 | 0.04% | 0.03% | 326 | +248 | 4.64% | Q4 2025 | Feb 17, 2026 |
| Quantum Financial Planning Services, Inc. | History | Added to | 5,574 | 674 | 0.24% | 0.27% | 327 | +14 | 0.25% | Q4 2025 | Jan 15, 2026 |
| NORTHEAST INVESTMENT MANAGEMENT | History | Added to | 5,486 | 663 | 0.03% | 0.03% | 328 | +7 | 0.13% | Q4 2025 | Feb 04, 2026 |
| Sherman Asset Management, Inc. | History | Added to | 5,453 | 659 | 0.56% | 0.33% | 329 | +2,253 | 70.41% | Q4 2025 | Feb 05, 2026 |
| Andrews Advisory Associates, LLC | History | New | 5,400 | 653 | 0.35% | — | 330 | +5,400 | New | Q4 2025 | Feb 18, 2026 |
| Keystone Financial Group | History | Added to | 5,332 | 644 | 0.05% | 0.04% | 331 | +700 | 15.11% | Q4 2025 | Feb 06, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 5,289 | 639 | 0.02% | 0.01% | 333 | +2,378 | 81.69% | Q4 2025 | Jan 29, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Added to | 5,288 | 639 | 0.0% | 0.0% | 332 | +260 | 5.17% | Q4 2025 | Feb 11, 2026 |
| Bell Bank | History | Reduced | 5,247 | 634 | 0.03% | 0.03% | 334 | -158 | -2.92% | Q4 2025 | Jan 14, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 5,127 | 623 | 0.02% | 0.02% | 335 | +8 | 0.16% | Q4 2025 | Jan 28, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | Reduced | 5,130 | 620 | 0.03% | 0.03% | 336 | -636 | -11.03% | Q4 2025 | Jan 23, 2026 |
| APPLETON PARTNERS INC/MA | History | Added to | 5,057 | 612 | 0.04% | 0.04% | 337 | +625 | 14.1% | Q4 2025 | Jan 09, 2026 |
| Rossmore Private Capital | History | Reduced | 4,998 | 604 | 0.05% | 0.09% | 339 | -2,049 | -29.08% | Q4 2025 | Feb 05, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 4,997 | 604 | 0.0% | 0.0% | 338 | -3 | -0.06% | Q4 2025 | Feb 06, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 4,918 | 594 | 0.01% | 0.01% | 340 | -730 | -12.92% | Q4 2025 | Jan 13, 2026 |
| Ellevest, Inc. | History | Reduced | 4,887 | 591 | 0.08% | 0.08% | 341 | -69 | -1.39% | Q4 2025 | Feb 10, 2026 |
| RAM Investment Partners, LLC | History | No change | 4,878 | 590 | 0.11% | 0.11% | 342 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Reduced | 4,839 | 585 | 0.03% | 0.04% | 343 | -1,063 | -18.01% | Q4 2025 | Feb 04, 2026 |
| Confluence Wealth Services, Inc. | History | Added to | 4,842 | 585 | 0.02% | 0.03% | 344 | +52 | 1.09% | Q4 2025 | Jan 28, 2026 |
| PDS Planning, Inc | History | Reduced | 4,822 | 583 | 0.04% | 0.04% | 345 | -157 | -3.15% | Q4 2025 | Jan 26, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 5,088 | 582 | 0.01% | 0.01% | 346 | +1,583 | 45.16% | Q4 2025 | Feb 11, 2026 |
| Sterling Wealth Management, Inc. | History | Added to | 4,817 | 582 | 0.17% | 0.17% | 347 | +7 | 0.15% | Q4 2025 | Feb 17, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | New | 4,805 | 581 | 0.13% | — | 348 | +4,805 | New | Q4 2025 | Jan 09, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 4,773 | 577 | 0.01% | 0.01% | 349 | +383 | 8.72% | Q4 2025 | Jan 29, 2026 |
| Millstone Evans Group, LLC | History | Added to | 4,761 | 575 | 0.34% | 0.23% | 350 | +1,730 | 57.08% | Q4 2025 | Feb 02, 2026 |
| Birchwood Financial Partners, Inc. | History | New | 4,751 | 574 | 0.57% | — | 351 | +4,751 | New | Q4 2025 | Feb 19, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 4,708 | 569 | 0.0% | 0.0% | 352 | -112 | -2.32% | Q4 2025 | Feb 12, 2026 |
| Bridgewater Advisors Inc. | History | Reduced | 4,690 | 566 | 0.04% | 0.04% | 354 | -61 | -1.28% | Q4 2025 | Jan 23, 2026 |
| NORTHSTAR ASSET MANAGEMENT Co | History | No change | 4,685 | 566 | 0.12% | 0.12% | 353 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 4,655 | 563 | 0.08% | 0.06% | 355 | +924 | 24.77% | Q4 2025 | Jan 29, 2026 |
| Gordian Advisors LLC | History | Added to | 4,615 | 558 | 0.37% | 0.35% | 356 | +235 | 5.37% | Q4 2025 | Feb 09, 2026 |
| Pathfinder Wealth Consulting, Inc. | History | New | 4,606 | 557 | 0.35% | — | 357 | +4,606 | New | Q4 2025 | Feb 09, 2026 |
| MCCARTER PRIVATE WEALTH SERVICES LLC | History | New | 4,600 | 556 | 0.25% | — | 358 | +4,600 | New | Q4 2025 | Feb 10, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | Reduced | 4,586 | 554 | 0.09% | 0.09% | 359 | -102 | -2.18% | Q4 2025 | Jan 28, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 4,581 | 554 | 0.01% | 0.01% | 360 | +3 | 0.07% | Q4 2025 | Jan 28, 2026 |
| Valeo Financial Advisors, LLC | History | Reduced | 4,574 | 553 | 0.01% | 0.01% | 361 | -333 | -6.79% | Q4 2025 | Feb 04, 2026 |
| VSM Wealth Advisory, LLC | History | Reduced | 4,567 | 552 | 0.17% | 0.19% | 363 | -585 | -11.35% | Q4 2025 | Feb 06, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 4,569 | 552 | 0.0% | 0.0% | 362 | +160 | 3.63% | Q4 2025 | Feb 17, 2026 |
| Goldenstone Wealth Management LLC | History | New | 4,505 | 544 | 0.41% | — | 364 | +4,505 | New | Q4 2025 | Feb 06, 2026 |
| Rothschild Wealth LLC | History | New | 4,495 | 543 | 0.05% | — | 365 | +4,495 | New | Q4 2025 | Feb 17, 2026 |
| Pinnacle Financial Group, LLC / IL | History | Added to | 4,471 | 540 | 0.16% | 0.15% | 366 | +184 | 4.29% | Q4 2025 | Feb 05, 2026 |
| Wood Tarver Financial Group, LLC | History | Added to | 4,460 | 539 | 0.15% | 0.15% | 367 | +187 | 4.38% | Q4 2025 | Feb 12, 2026 |
| Florida Trust Wealth Management Co | History | No change | 4,450 | 538 | 0.01% | 0.02% | 368 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| LRI Investments, LLC | History | No change | 4,445 | 537 | 0.04% | 0.04% | 369 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Aureum Wealth Management, LLC | History | New | 4,400 | 532 | 0.49% | — | 370 | +4,400 | New | Q4 2025 | Jan 28, 2026 |
| Dunhill Financial, LLC | History | No change | 4,371 | 528 | 0.13% | 0.13% | 371 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Level Financial Advisors | History | No change | 4,225 | 511 | 0.14% | 0.14% | 372 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 4,120 | 498 | 0.0% | 0.0% | 373 | +243 | 6.27% | Q4 2025 | Jan 27, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Added to | 4,111 | 497 | 0.03% | 0.03% | 374 | +259 | 6.72% | Q4 2025 | Jan 08, 2026 |
| Zhang Financial LLC | History | No change | 4,082 | 493 | 0.02% | 0.02% | 375 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| INTEGRAL INVESTMENT ADVISORS, INC. | History | Reduced | 4,070 | 492 | 0.12% | 0.14% | 376 | -210 | -4.91% | Q4 2025 | Feb 06, 2026 |
| Atria Investments, Inc | History | Reduced | 4,043 | 489 | 0.01% | 0.01% | 377 | -1,334 | -24.81% | Q4 2025 | Feb 05, 2026 |
| Rollins Financial Advisors, LLC | History | Reduced | 4,017 | 485 | 0.07% | 0.07% | 378 | -59 | -1.45% | Q4 2025 | Feb 04, 2026 |
| Estate Counselors, LLC | History | No change | 3,975 | 480 | 0.04% | 0.04% | 379 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Advisory Services Network, LLC | History | Added to | 3,966 | 479 | 0.01% | 0.01% | 380 | +32 | 0.81% | Q4 2025 | Feb 17, 2026 |
| Aspen Capital Management, LLC | History | Added to | 3,943 | 476 | 0.12% | 0.12% | 381 | +10 | 0.25% | Q4 2025 | Jan 29, 2026 |
| Mokosak Advisory Group, LLC | History | Reduced | 3,907 | 472 | 0.12% | 0.13% | 383 | -154 | -3.79% | Q4 2025 | Feb 03, 2026 |
| ACCESS FINANCIAL SERVICES, INC. | History | Added to | 3,904 | 472 | 0.17% | 0.17% | 382 | +30 | 0.77% | Q4 2025 | Jan 21, 2026 |
| B & T Capital Management DBA Alpha Capital Management | History | Added to | 3,895 | 471 | 0.07% | 0.07% | 384 | +45 | 1.17% | Q4 2025 | Feb 13, 2026 |
| Wealth Management Strategies, Inc. | History | Added to | 3,873 | 468 | 0.22% | 0.18% | 385 | +800 | 26.03% | Q4 2025 | Feb 17, 2026 |
| Sulzberger Capital Advisors, Inc. | History | Added to | 3,863 | 467 | 0.47% | 0.51% | 386 | +36 | 0.94% | Q4 2025 | Jan 07, 2026 |
| COREPATH WEALTH PARTNERS LLC | History | Added to | 3,792 | 466 | 0.31% | 0.33% | 387 | +5 | 0.13% | Q4 2025 | Jan 15, 2026 |
| BDFS Capital LLC | History | New | 3,825 | 462 | 0.23% | — | 388 | +3,825 | New | Q4 2025 | Feb 26, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 3,805 | 460 | 0.02% | 0.02% | 389 | +1 | 0.03% | Q4 2025 | Feb 17, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 3,800 | 459 | 0.0% | 0.0% | 390 | -20,400 | -84.3% | Q4 2025 | Feb 12, 2026 |
| Dakota Wealth Management | History | Reduced | 3,750 | 453 | 0.01% | 0.01% | 392 | -1,914 | -33.79% | Q4 2025 | Jan 13, 2026 |
| CUTLER INVESTMENT COUNSEL LLC | History | Added to | 3,746 | 453 | 0.05% | 0.03% | 391 | +1,172 | 45.53% | Q4 2025 | Feb 12, 2026 |
| Ally Invest Advisors Inc. | History | Reduced | 3,711 | 448 | 0.03% | 0.03% | 394 | -347 | -8.55% | Q4 2025 | Feb 13, 2026 |
| Per Stirling Capital Management, LLC. | History | No change | 3,710 | 448 | 0.05% | 0.05% | 393 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Van Hulzen Asset Management, LLC | History | No change | 3,700 | 447 | 0.03% | 0.03% | 395 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Downshift Financial, LLC | History | New | 3,768 | 445 | 0.27% | — | 396 | +3,768 | New | Q4 2025 | Mar 11, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 3,672 | 444 | 0.03% | 0.04% | 397 | +3 | 0.08% | Q4 2025 | Jan 29, 2026 |
| NWF Advisory Services Inc. | History | No change | 3,645 | 440 | 0.05% | 0.05% | 398 | 0 | 0.0% | Q4 2025 | Mar 03, 2026 |
| Pinnacle Bancorp, Inc. | History | Added to | 3,619 | 437 | 0.13% | 0.13% | 399 | +8 | 0.22% | Q4 2025 | Jan 22, 2026 |
| Five Pine Wealth Management | History | Added to | 3,602 | 435 | 0.28% | 0.29% | 400 | +9 | 0.25% | Q4 2025 | Jan 21, 2026 |
| PINNACLE ASSOCIATES LTD | History | No change | 3,578 | 432 | 0.01% | 0.01% | 401 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Mutual Advisors, LLC | History | Reduced | 3,542 | 428 | 0.01% | 0.01% | 402 | -80 | -2.21% | Q4 2025 | Feb 02, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 3,535 | 427 | 0.01% | 0.01% | 403 | -6 | -0.17% | Q4 2025 | Jan 22, 2026 |
| MSH Capital Advisors LLC | History | No change | 3,530 | 426 | 0.09% | 0.11% | 404 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Reduced | 3,517 | 425 | 0.06% | 0.07% | 405 | -452 | -11.39% | Q4 2025 | Jan 12, 2026 |
| Essential Planning, LLC. | History | Reduced | 3,513 | 424 | 0.14% | 0.15% | 406 | -110 | -3.04% | Q4 2025 | Jan 15, 2026 |
| &PARTNERS | History | Added to | 3,492 | 422 | 0.0% | 0.0% | 407 | +421 | 13.71% | Q4 2025 | Feb 17, 2026 |
| Rice Partnership, LLC | History | Added to | 3,492 | 422 | 0.06% | 0.06% | 408 | +116 | 3.44% | Q4 2025 | Feb 10, 2026 |
| Northeast Financial Group, Inc. | History | Reduced | 3,474 | 420 | 0.09% | 0.11% | 409 | -189 | -5.16% | Q4 2025 | Feb 17, 2026 |
| Tribridge Partners Financial LLC | History | Added to | 3,444 | 416 | 0.17% | 0.17% | 410 | +338 | 10.88% | Q4 2025 | Jan 26, 2026 |
| Rehmann Capital Advisory Group | History | New | 3,431 | 415 | 0.02% | — | 411 | +3,431 | New | Q4 2025 | Mar 04, 2026 |
| Legacy Financial Advisors, Inc. | History | No change | 3,427 | 414 | 0.06% | 0.06% | 412 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Five Oceans Advisors | History | No change | 3,416 | 413 | 0.15% | 0.15% | 413 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Panoramic Capital Partners, LLC | History | Added to | 3,397 | 410 | 0.25% | 0.25% | 414 | +136 | 4.17% | Q4 2025 | Jan 07, 2026 |
| Quantum Financial Advisors, LLC | History | No change | 3,357 | 406 | 0.05% | 0.05% | 415 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Cornerstone Financial Group, LLC /NE/ | History | Reduced | 3,349 | 405 | 0.28% | 0.33% | 416 | -214 | -6.01% | Q4 2025 | Feb 11, 2026 |
| NCM Capital Management, LLC | History | No change | 3,341 | 404 | 0.15% | 0.15% | 417 | 0 | 0.0% | Q4 2025 | Mar 02, 2026 |
| Weinberger Asset Management, Inc | History | Added to | 3,335 | 403 | 0.15% | 0.07% | 418 | +1,597 | 91.89% | Q4 2025 | Feb 09, 2026 |
| Stonehage Fleming Financial Services Holdings Ltd | History | No change | 3,328 | 402 | 0.01% | 0.01% | 419 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Legacy Capital Wealth Partners, LLC | History | No change | 3,320 | 401 | 0.09% | 0.09% | 420 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Added to | 3,294 | 398 | 0.02% | 0.02% | 421 | +139 | 4.41% | Q4 2025 | Jan 13, 2026 |
| CLUNE & ASSOCIATES, LTD. | History | Added to | 3,287 | 397 | 0.09% | 0.05% | 422 | +1,529 | 86.97% | Q4 2025 | Feb 09, 2026 |
| Antonelli Financial Advisors, LLC | History | Added to | 3,263 | 395 | 0.26% | 0.23% | 423 | +442 | 15.67% | Q4 2025 | Jan 27, 2026 |
| Engineers Gate Manager LP | History | New | 3,256 | 393 | 0.0% | — | 424 | +3,256 | New | Q4 2025 | Feb 17, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 3,229 | 390 | 0.01% | 0.01% | 425 | +8 | 0.25% | Q4 2025 | Feb 06, 2026 |
| Mengis Capital Management, Inc. | History | Added to | 3,206 | 387 | 0.07% | 0.06% | 426 | +816 | 34.14% | Q4 2025 | Mar 05, 2026 |
| Parcion Private Wealth LLC | History | No change | 3,192 | 386 | 0.02% | 0.02% | 427 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Acropolis Investment Management, LLC | History | New | 3,165 | 382 | 0.02% | — | 429 | +3,165 | New | Q4 2025 | Jan 14, 2026 |
| Hilltop Holdings Inc. | History | No change | 3,161 | 382 | 0.02% | 0.02% | 428 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Principle Wealth Partners LLC | History | Reduced | 3,154 | 381 | 0.02% | 0.02% | 430 | -195 | -5.82% | Q4 2025 | Feb 06, 2026 |
| Legacy Private Trust Co. | History | No change | 3,125 | 378 | 0.02% | 0.02% | 431 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Clark Asset Management, LLC | History | No change | 3,088 | 373 | 0.04% | 0.04% | 432 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Financial Futures Ltd Liability Co. | History | Added to | 3,079 | 372 | 0.17% | 0.17% | 435 | +182 | 6.28% | Q4 2025 | Jan 23, 2026 |
| Meridian Financial Partners LLC | History | Reduced | 3,084 | 372 | 0.15% | 0.16% | 433 | -53 | -1.69% | Q4 2025 | Feb 05, 2026 |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | History | No change | 3,079 | 372 | 0.06% | 0.06% | 434 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| AlphaCore Capital LLC | History | Added to | 3,047 | 368 | 0.01% | 0.01% | 436 | +1,717 | 129.1% | Q4 2025 | Feb 05, 2026 |
| RTD Financial Advisors, Inc. | History | Reduced | 3,017 | 364 | 0.04% | 0.05% | 437 | -253 | -7.74% | Q4 2025 | Jan 27, 2026 |
| Sandy Cove Advisors, LLC | History | Reduced | 3,016 | 364 | 0.11% | 0.12% | 438 | -147 | -4.65% | Q4 2025 | Feb 09, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | No change | 2,989 | 361 | 0.02% | 0.03% | 439 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Cardinal Point Capital Management ULC | History | Added to | 2,960 | 358 | 0.02% | 0.02% | 440 | +790 | 36.41% | Q4 2025 | Feb 05, 2026 |
| Continuum Advisory, LLC | History | Reduced | 2,934 | 354 | 0.04% | 0.04% | 441 | -67 | -2.23% | Q4 2025 | Feb 11, 2026 |
| Salus Financial Advisors, LLC | History | Reduced | 2,916 | 352 | 0.21% | 0.22% | 442 | -121 | -3.98% | Q4 2025 | Jan 21, 2026 |
| N.E.W. Advisory Services LLC | History | Added to | 2,908 | 351 | 0.03% | 0.01% | 443 | +1,815 | 166.06% | Q4 2025 | Jan 28, 2026 |
| Cornerstone Wealth Advisors, Inc. | History | Reduced | 2,895 | 350 | 0.08% | 0.09% | 444 | -130 | -4.3% | Q4 2025 | Jan 14, 2026 |
| Wolfstich Capital, LLC | History | Reduced | 2,890 | 349 | 0.32% | 0.75% | 445 | -207 | -6.68% | Q4 2025 | Jan 14, 2026 |
| Blue Zone Wealth Advisors, LLC | History | No change | 2,883 | 348 | 0.07% | 0.07% | 446 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| CFS Investment Advisory Services, LLC | History | No change | 2,876 | 347 | 0.03% | 0.03% | 447 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 2,850 | 344 | 0.0% | 0.0% | 449 | +407 | 16.66% | Q4 2025 | Mar 16, 2026 |
| Fiera Capital Corp | History | Added to | 2,850 | 344 | 0.0% | 0.0% | 448 | +7 | 0.25% | Q4 2025 | Feb 11, 2026 |
| Ignite Planners, LLC | History | No change | 2,813 | 342 | 0.05% | 0.05% | 450 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 2,819 | 341 | 0.29% | 0.3% | 452 | +6 | 0.21% | Q4 2025 | Jan 26, 2026 |
| Hurley Capital, LLC | History | Added to | 2,822 | 341 | 0.19% | 0.19% | 451 | +3 | 0.11% | Q4 2025 | Feb 17, 2026 |
| Stonebridge Financial Planning Group, LLC | History | No change | 2,805 | 339 | 0.12% | 0.12% | 453 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Obermeyer Wealth Partners | History | Added to | 2,800 | 338 | 0.02% | 0.01% | 454 | +165 | 6.26% | Q4 2025 | Jan 29, 2026 |
| TRILLIUM ASSET MANAGEMENT, LLC | History | Reduced | 2,774 | 336 | 0.01% | 0.01% | 455 | -200 | -6.72% | Q4 2025 | Feb 13, 2026 |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | History | Reduced | 2,774 | 335 | 0.05% | 0.06% | 457 | -466 | -14.38% | Q4 2025 | Feb 06, 2026 |
| Peregrine Asset Advisers, Inc. | History | Added to | 2,770 | 335 | 0.09% | 0.1% | 456 | +17 | 0.62% | Q4 2025 | Feb 02, 2026 |
| Old Peak Finance LLC | History | New | 2,763 | 334 | 0.21% | — | 458 | +2,763 | New | Q4 2025 | Feb 10, 2026 |
| PARK NATIONAL CORP /OH/ | History | Reduced | 2,756 | 333 | 0.01% | 0.01% | 459 | -100 | -3.5% | Q4 2025 | Jan 05, 2026 |
| Brio Consultants, LLC | History | Reduced | 2,758 | 333 | 0.04% | 0.05% | 460 | -93 | -3.26% | Q4 2025 | Feb 04, 2026 |
| NOTTINGHAM ADVISORS, INC. | History | No change | 2,750 | 332 | 0.05% | 0.05% | 461 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| CAPITAL MANAGEMENT CORP /VA | History | Reduced | 2,717 | 328 | 0.05% | 0.05% | 462 | -25 | -0.91% | Q4 2025 | Feb 02, 2026 |
| RB Capital Management, LLC | History | No change | 2,709 | 327 | 0.06% | 0.07% | 463 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Retirement Planning Group, LLC | History | No change | 2,702 | 326 | 0.01% | 0.01% | 464 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| FIRST MANHATTAN CO. LLC. | History | No change | 2,680 | 324 | 0.0% | 0.0% | 465 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | No change | 2,680 | 324 | 0.0% | 0.0% | 466 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Plancorp, LLC | History | No change | 2,679 | 324 | 0.01% | 0.01% | 467 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Fort Sheridan Advisors LLC | History | No change | 2,684 | 324 | 0.04% | 0.04% | 468 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| AE Wealth Management LLC | History | Added to | 2,665 | 322 | 0.0% | 0.0% | 469 | +991 | 59.2% | Q4 2025 | Jan 26, 2026 |
| Diversified Enterprises, LLC | History | No change | 2,664 | 322 | 0.02% | 0.02% | 470 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Sound View Wealth Advisors Group, LLC | History | No change | 2,651 | 320 | 0.02% | 0.02% | 471 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Evergreen Wealth Partners LLC | History | New | 2,613 | 316 | 0.27% | — | 472 | +2,613 | New | Q4 2025 | Feb 05, 2026 |
| TCI Wealth Advisors, Inc. | History | Added to | 2,612 | 315 | 0.02% | 0.02% | 473 | +251 | 10.63% | Q4 2025 | Feb 02, 2026 |
| Curi Capital, LLC | History | No change | 2,590 | 313 | 0.01% | 0.01% | 474 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| J. Mark Nickell & Co. | History | New | 2,575 | 311 | 0.29% | — | 476 | +2,575 | New | Q4 2025 | Feb 13, 2026 |
| Avior Wealth Management, LLC | History | Added to | 2,577 | 311 | 0.01% | 0.01% | 475 | +6 | 0.23% | Q4 2025 | Jan 06, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 2,546 | 308 | 0.0% | 0.0% | 477 | -375 | -12.84% | Q4 2025 | Feb 13, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Reduced | 2,534 | 306 | 0.03% | 0.03% | 478 | -304 | -10.71% | Q4 2025 | Feb 17, 2026 |
| Sonoma Private Wealth LLC | History | No change | 2,508 | 303 | 0.37% | 0.35% | 479 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| IEQ CAPITAL, LLC | History | No change | 2,500 | 302 | 0.0% | 0.0% | 480 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| True Link Financial Advisors, LLC | History | No change | 2,504 | 302 | 0.02% | 0.02% | 481 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Orion Porfolio Solutions, LLC | History | New | 2,459 | 297 | 0.0% | — | 482 | +2,459 | New | Q4 2025 | Feb 12, 2026 |
| BLUESTEM FINANCIAL ADVISORS, LLC | History | Reduced | 2,452 | 296 | 0.11% | 0.13% | 484 | -393 | -13.81% | Q4 2025 | Jan 21, 2026 |
| Sowell Financial Services LLC | History | Reduced | 2,450 | 296 | 0.01% | 0.01% | 483 | -329 | -11.84% | Q4 2025 | Jan 21, 2026 |
| Quent Capital, LLC | History | No change | 2,454 | 296 | 0.02% | 0.02% | 485 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| MBE Wealth Management, LLC | History | Added to | 2,446 | 295 | 0.12% | 0.12% | 486 | +22 | 0.91% | Q4 2025 | Jan 21, 2026 |
| Round Rock Advisors LLC | History | No change | 2,445 | 295 | 0.04% | 0.05% | 487 | 0 | 0.0% | Q4 2025 | Apr 07, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Added to | 2,436 | 294 | 0.04% | 0.04% | 488 | +6 | 0.25% | Q4 2025 | Feb 04, 2026 |
| FC Advisory LLC | History | Added to | 2,414 | 292 | 0.08% | 0.08% | 490 | +5 | 0.21% | Q4 2025 | Jan 13, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 2,415 | 292 | 0.03% | 0.03% | 489 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Everhart Financial Group, Inc. | History | Reduced | 2,407 | 291 | 0.03% | 0.03% | 492 | -413 | -14.65% | Q4 2025 | Jan 07, 2026 |
| Octavia Wealth Advisors, LLC | History | Added to | 2,412 | 291 | 0.03% | 0.03% | 491 | +19 | 0.79% | Q4 2025 | Jan 23, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 2,404 | 290 | 0.0% | 0.0% | 493 | +481 | 25.01% | Q4 2025 | Feb 10, 2026 |
| KW WEALTH MANAGEMENT LLC | History | Added to | 2,405 | 290 | 0.44% | 0.44% | 494 | +210 | 9.57% | Q4 2025 | Feb 25, 2026 |
| Whitegate Investment Counselors, Inc. | History | Added to | 2,369 | 286 | 0.09% | 0.09% | 495 | +3 | 0.13% | Q4 2025 | Feb 10, 2026 |
| NATURAL INVESTMENTS, LLC | History | New | 2,344 | 283 | 0.07% | — | 496 | +2,344 | New | Q4 2025 | Jan 23, 2026 |
| First National Advisers, LLC | History | Added to | 2,310 | 279 | 0.04% | 0.03% | 498 | +250 | 12.14% | Q4 2025 | Feb 04, 2026 |
| WARNER FINANCIAL, INC | History | Added to | 2,306 | 279 | 0.1% | 0.1% | 497 | +55 | 2.44% | Q4 2025 | Jan 21, 2026 |
| LongView Wealth Management | History | No change | 2,268 | 279 | 0.07% | 0.07% | 499 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| AGF MANAGEMENT LTD | History | Reduced | 2,300 | 278 | 0.0% | 0.0% | 500 | -200 | -8.0% | Q4 2025 | Feb 17, 2026 |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | History | Reduced | 2,283 | 276 | 0.1% | 0.1% | 501 | -100 | -4.2% | Q4 2025 | Jan 21, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 2,281 | 275 | 0.0% | 0.0% | 502 | -503 | -18.07% | Q4 2025 | Jan 21, 2026 |
| Abacus Wealth Partners, LLC | History | No change | 2,252 | 272 | 0.03% | 0.04% | 503 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| DeDora Capital, Inc. | History | Added to | 2,221 | 268 | 0.06% | 0.06% | 504 | +49 | 2.26% | Q4 2025 | Jan 22, 2026 |
| Schaeffer Financial LLC | History | New | 2,203 | 266 | 0.23% | — | 505 | +2,203 | New | Q4 2025 | Jan 30, 2026 |
| Martel Wealth Advisors Inc | History | No change | 2,200 | 266 | 0.05% | 0.05% | 506 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Canopy Partners, LLC | History | Reduced | 2,199 | 265 | 0.09% | 0.1% | 507 | -234 | -9.62% | Q4 2025 | Feb 12, 2026 |
| Post Resch Tallon Group Inc. | History | Added to | 2,181 | 263 | 0.22% | 0.23% | 509 | +15 | 0.69% | Q4 2025 | Jan 09, 2026 |
| Ackerman Capital Advisors, LLC | History | No change | 2,178 | 263 | 0.05% | 0.05% | 508 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Trek Financial, LLC | History | Reduced | 2,152 | 260 | 0.02% | 0.02% | 510 | -25 | -1.15% | Q4 2025 | Feb 04, 2026 |
| Nemes Rush Group LLC | History | Reduced | 2,150 | 260 | 0.02% | 0.03% | 511 | -3 | -0.14% | Q4 2025 | Feb 11, 2026 |
| Reliant Wealth Planning | History | No change | 2,133 | 258 | 0.08% | 0.08% | 512 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Goepper Burkhardt LLC | History | Reduced | 2,125 | 257 | 0.08% | 0.09% | 513 | -100 | -4.49% | Q4 2025 | Feb 09, 2026 |
| NORRIS PERNE & FRENCH LLP/MI | History | Added to | 2,107 | 254 | 0.02% | 0.02% | 514 | +157 | 8.05% | Q4 2025 | Jan 23, 2026 |
| McIlrath & Eck, LLC | History | Added to | 2,095 | 253 | 0.02% | 0.02% | 515 | +330 | 18.7% | Q4 2025 | Feb 03, 2026 |
| Investment Advisory Group, LLC | History | Added to | 2,085 | 252 | 0.06% | 0.06% | 516 | +65 | 3.22% | Q4 2025 | Jan 23, 2026 |
| HM PAYSON & CO | History | No change | 2,075 | 250 | 0.0% | 0.0% | 517 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 2,052 | 248 | 0.0% | 0.0% | 519 | +293 | 16.66% | Q4 2025 | Feb 06, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | No change | 2,058 | 248 | 0.0% | 0.0% | 518 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| MEMBERS WEALTH LLC | History | No change | 2,027 | 248 | 0.16% | 0.15% | 520 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. | History | New | 2,030 | 245 | 0.2% | — | 521 | +2,030 | New | Q4 2025 | Feb 12, 2026 |
| VestGen Advisors, LLC | History | New | 2,020 | 244 | 0.01% | — | 522 | +2,020 | New | Q4 2025 | Feb 17, 2026 |
| Vise Technologies, Inc. | History | New | 2,012 | 243 | 0.0% | — | 525 | +2,012 | New | Q4 2025 | Feb 11, 2026 |
| Keudell/Morrison Wealth Management | History | New | 2,010 | 243 | 0.05% | — | 524 | +2,010 | New | Q4 2025 | Feb 06, 2026 |
| Cornerstone Advisory, LLC | History | Added to | 2,017 | 243 | 0.02% | 0.02% | 523 | +85 | 4.4% | Q4 2025 | Jan 28, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | New | 1,995 | 241 | 0.0% | — | 526 | +1,995 | New | Q4 2025 | Feb 17, 2026 |
| ASSETMARK, INC | History | New | 1,989 | 240 | 0.0% | — | 527 | +1,989 | New | Q4 2025 | Jan 23, 2026 |
| Fiduciary Alliance LLC | History | Added to | 1,986 | 240 | 0.02% | 0.02% | 528 | +2 | 0.1% | Q4 2025 | Jan 22, 2026 |
| Ledgewood Wealth Advisors, LLC | History | Added to | 1,988 | 240 | 0.14% | 0.14% | 529 | +1 | 0.05% | Q4 2025 | Jan 16, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | Reduced | 1,981 | 239 | 0.01% | 0.01% | 530 | -16 | -0.8% | Q4 2025 | Feb 13, 2026 |
| Level Wealth Management LLC | History | Added to | 1,973 | 238 | 0.12% | 0.12% | 531 | +5 | 0.25% | Q4 2025 | Feb 02, 2026 |
| SMITH CHAS P & ASSOCIATES PA CPAS | History | New | 1,957 | 236 | 0.01% | — | 532 | +1,957 | New | Q4 2025 | Feb 09, 2026 |
| North Star Investment Management Corp. | History | Reduced | 1,954 | 236 | 0.01% | 0.02% | 533 | -41 | -2.06% | Q4 2025 | Jan 30, 2026 |
| DAVENPORT & Co LLC | History | New | 1,924 | 232 | 0.0% | — | 535 | +1,924 | New | Q4 2025 | Jan 12, 2026 |
| NWAM LLC | History | Reduced | 1,914 | 232 | 0.01% | 0.01% | 536 | -399 | -17.25% | Q4 2025 | Feb 04, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Reduced | 1,920 | 232 | 0.01% | 0.01% | 534 | -250 | -11.52% | Q4 2025 | Jan 12, 2026 |
| COMERICA BANK | History | Reduced | 1,906 | 230 | 0.0% | 0.0% | 537 | -1,700 | -47.14% | Q4 2025 | Jan 29, 2026 |
| Root Financial Partners, LLC | History | No change | 1,909 | 230 | 0.01% | 0.01% | 538 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Amplius Wealth Advisors, LLC | History | Added to | 1,898 | 229 | 0.02% | 0.02% | 539 | +86 | 4.75% | Q4 2025 | Jan 12, 2026 |
| Coastal Bridge Advisors, LLC | History | Added to | 1,873 | 226 | 0.02% | 0.02% | 540 | +87 | 4.87% | Q4 2025 | Feb 18, 2026 |
| CONTINUUM WEALTH ADVISORS, LLC | History | No change | 1,876 | 226 | 0.09% | 0.09% | 541 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Diversify Advisory Services, LLC | History | Reduced | 1,845 | 225 | 0.01% | 0.01% | 543 | -37 | -1.97% | Q4 2025 | Jan 23, 2026 |
| Bouchey Financial Group Ltd | History | No change | 1,867 | 225 | 0.02% | 0.02% | 542 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Nautilus Advisors LLC | History | Reduced | 1,860 | 224 | 0.15% | 0.15% | 545 | -86 | -4.42% | Q4 2025 | Jan 22, 2026 |
| Vawter Financial, Ltd. | History | No change | 1,860 | 224 | 0.09% | 0.1% | 544 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Momentous Wealth Management, Inc. | History | Reduced | 1,840 | 222 | 0.13% | 0.17% | 546 | -434 | -19.09% | Q4 2025 | Feb 17, 2026 |
| OFC FINANCIAL PLANNING, LLC | History | Reduced | 1,816 | 219 | 0.21% | 0.21% | 547 | -16 | -0.87% | Q4 2025 | Feb 04, 2026 |
| Advisors Capital Management, LLC | History | New | 1,808 | 218 | 0.0% | — | 548 | +1,808 | New | Q4 2025 | Jan 29, 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | History | Reduced | 1,800 | 217 | 0.01% | 0.01% | 549 | -350 | -16.28% | Q4 2025 | Feb 17, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 1,794 | 217 | 0.0% | 0.0% | 551 | -337 | -15.81% | Q4 2025 | Jan 29, 2026 |
| MB Generational Wealth, LLC | History | Reduced | 1,798 | 217 | 0.11% | 0.14% | 552 | -127 | -6.6% | Q4 2025 | Feb 10, 2026 |
| AVAII WEALTH MANAGEMENT, LLC | History | No change | 1,800 | 217 | 0.08% | 0.08% | 550 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| VISTA INVESTMENT PARTNERS II, LLC | History | Reduced | 1,774 | 214 | 0.09% | 0.11% | 553 | -237 | -11.79% | Q4 2025 | Jan 22, 2026 |
| ALBION FINANCIAL GROUP /UT | History | New | 1,767 | 213 | 0.01% | — | 554 | +1,767 | New | Q4 2025 | Jan 21, 2026 |
| Equity Wealth Partners, LLC | History | New | 1,764 | 213 | 0.14% | — | 556 | +1,764 | New | Q4 2025 | Jan 26, 2026 |
| KEYVANTAGE WEALTH, LLC | History | No change | 1,766 | 213 | 0.09% | 0.09% | 555 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Keystone Wealth Services, LLC | History | New | 1,742 | 210 | 0.04% | — | 558 | +1,742 | New | Q4 2025 | Jan 26, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Added to | 1,740 | 210 | 0.0% | 0.0% | 557 | +40 | 2.35% | Q4 2025 | Feb 10, 2026 |
| Winter & Associates, Inc. | History | New | 1,727 | 208 | 0.19% | — | 559 | +1,727 | New | Q4 2025 | Feb 13, 2026 |
| CreativeOne Wealth, LLC | History | New | 1,715 | 207 | 0.01% | — | 560 | +1,715 | New | Q4 2025 | Feb 13, 2026 |
| MANCHESTER FINANCIAL INC | History | New | 1,705 | 206 | 0.04% | — | 561 | +1,705 | New | Q4 2025 | Feb 12, 2026 |
| BRIAN LOW FINANCIAL GROUP, LLC | History | New | 1,704 | 206 | 0.15% | — | 562 | +1,704 | New | Q4 2025 | Feb 13, 2026 |
| Jacobsen Capital Management | History | Added to | 1,701 | 205 | 0.07% | 0.07% | 563 | +4 | 0.24% | Q4 2025 | Jan 26, 2026 |
| DDD Partners, LLC | History | No change | 1,690 | 204 | 0.01% | 0.01% | 564 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Cassilly Financial Group LLC | History | New | 1,685 | 203 | 0.18% | — | 565 | +1,685 | New | Q4 2025 | Jan 15, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | New | 1,677 | 202 | 0.01% | — | 566 | +1,677 | New | Q4 2025 | Jan 28, 2026 |
| Partners in Financial Planning | History | New | 1,655 | 200 | 0.03% | — | 567 | +1,655 | New | Q4 2025 | Feb 02, 2026 |
| Parkside Financial Bank & Trust | History | No change | 1,627 | 196 | 0.01% | 0.01% | 568 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 1,587 | 192 | 0.01% | — | 570 | +1,587 | New | Q4 2025 | Jan 21, 2026 |
| TRUST CO OF VERMONT | History | No change | 1,588 | 192 | 0.01% | 0.01% | 569 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Concord Wealth Partners | History | No change | 1,562 | 188 | 0.02% | 0.03% | 571 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Covestor Ltd | History | Added to | 1,442 | 175 | 0.09% | 0.09% | 572 | +2 | 0.14% | Q4 2025 | Feb 06, 2026 |
| GAMMA Investing LLC | History | New | 1,442 | 174 | 0.01% | — | 573 | +1,442 | New | Q4 2025 | Jan 05, 2026 |
| Graney & King, LLC | History | Reduced | 1,412 | 170 | 0.1% | 0.12% | 574 | -33 | -2.28% | Q4 2025 | Feb 13, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 1,388 | 167 | 0.01% | 0.01% | 575 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 1,340 | 162 | 0.0% | 0.0% | 576 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 1,305 | 157 | 0.0% | 0.0% | 577 | +360 | 38.1% | Q4 2025 | Feb 11, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 1,292 | 156 | 0.0% | 0.0% | 578 | +280 | 27.67% | Q4 2025 | Feb 17, 2026 |
| EASTERN BANK | History | Reduced | 1,279 | 154 | 0.0% | 0.0% | 579 | -113 | -8.12% | Q4 2025 | Jan 14, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 1,265 | 153 | 0.01% | 0.01% | 580 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | New | 1,207 | 145 | 0.01% | — | 581 | +1,207 | New | Q4 2025 | Jan 30, 2026 |
| Carolina Wealth Advisors, LLC | History | No change | 1,205 | 145 | 0.06% | 0.06% | 582 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | History | No change | 1,173 | 141 | 0.05% | 0.05% | 583 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 1,156 | 139 | 0.01% | 0.01% | 584 | +149 | 14.8% | Q4 2025 | Jan 20, 2026 |
| Sound Income Strategies, LLC | History | Added to | 1,124 | 137 | 0.01% | 0.01% | 585 | +100 | 9.77% | Q4 2025 | Jan 21, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 1,089 | 131 | 0.0% | 0.0% | 586 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Investors Research Corp | History | Added to | 955 | 115 | 0.02% | 0.02% | 587 | +90 | 10.4% | Q4 2025 | Jan 06, 2026 |
| Fort Vancouver Investment Management, LLC | History | No change | 955 | 115 | 0.06% | 0.06% | 588 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Capitol Family Office, Inc. | History | Reduced | 945 | 114 | 0.13% | 0.14% | 589 | -45 | -4.55% | Q4 2025 | Jan 26, 2026 |
| Clearstead Advisors, LLC | History | Added to | 941 | 113 | 0.0% | 0.0% | 590 | +1 | 0.11% | Q4 2025 | Feb 09, 2026 |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | History | No change | 938 | 113 | 0.0% | 0.0% | 591 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Rialto Wealth Management, LLC | History | No change | 923 | 111 | 0.03% | 0.03% | 592 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Cornerstone Financial Management LLC | History | New | 875 | 105 | 0.1% | — | 594 | +875 | New | Q4 2025 | Feb 13, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | New | 870 | 105 | 0.04% | — | 593 | +870 | New | Q4 2025 | Jan 27, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 103,431 | 103 | 0.0% | 0.0% | 595 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| WFA of San Diego, LLC | History | No change | 857 | 103 | 0.08% | 0.07% | 596 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Winthrop Capital Management, LLC | History | Reduced | 814 | 98 | 0.02% | 0.03% | 597 | -115 | -12.38% | Q4 2025 | Feb 10, 2026 |
| Caldwell Trust Co | History | No change | 805 | 97 | 0.01% | 0.01% | 598 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Abound Wealth Management | History | Reduced | 800 | 96 | 0.02% | 0.03% | 599 | -234 | -22.63% | Q4 2025 | Jan 12, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 793 | 95 | 0.0% | 0.0% | 600 | -44 | -5.26% | Q4 2025 | Feb 06, 2026 |
| Trust Co | History | No change | 762 | 92 | 0.01% | 0.01% | 601 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 727 | 87 | 0.01% | — | 602 | +727 | New | Q4 2025 | Feb 09, 2026 |
| Piscataqua Savings Bank | History | No change | 711 | 86 | 0.06% | 0.07% | 603 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Richardson Capital Management LLC | History | Added to | 685 | 82 | 0.04% | 0.04% | 604 | +1 | 0.15% | Q4 2025 | Jan 30, 2026 |
| Fortis Group Advisors, LLC | History | No change | 680 | 82 | 0.01% | 0.01% | 605 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Newton One Investments LLC | History | Added to | 618 | 74 | 0.02% | 0.02% | 606 | +1 | 0.16% | Q4 2025 | Jan 23, 2026 |
| UNION SAVINGS BANK | History | New | 586 | 70 | 0.03% | — | 607 | +586 | New | Q4 2025 | Mar 06, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | Added to | 578 | 69 | 0.03% | 0.03% | 608 | +18 | 3.21% | Q4 2025 | Jan 30, 2026 |
| IFP Advisors, Inc | History | No change | 542 | 65 | 0.0% | 0.0% | 609 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 510 | 62 | 0.0% | 0.0% | 610 | +229 | 81.49% | Q4 2025 | Feb 09, 2026 |
| CBIZ Investment Advisory Services, LLC | History | No change | 503 | 60 | 0.0% | 0.0% | 611 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| BARCLAYS PLC | History | New | 493 | 59 | 0.0% | — | 613 | +493 | New | Q4 2025 | Feb 13, 2026 |
| BlackRock, Inc. | History | Added to | 496 | 59 | 0.0% | 0.0% | 614 | +456 | 1140.0% | Q4 2025 | Feb 12, 2026 |
| FIFTH THIRD BANCORP | History | No change | 492 | 59 | 0.0% | 0.0% | 612 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| PRIVATE TRUST CO NA | History | No change | 482 | 58 | 0.01% | 0.01% | 615 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Fairway Wealth LLC | History | Added to | 477 | 57 | 0.02% | 0.02% | 616 | +2 | 0.42% | Q4 2025 | Jan 28, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | New | 465 | 56 | 0.02% | — | 618 | +465 | New | Q4 2025 | Jan 15, 2026 |
| Westend Capital Management, LLC | History | No change | 471 | 56 | 0.02% | 0.02% | 617 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Smartleaf Asset Management LLC | History | New | 454 | 55 | 0.0% | — | 620 | +454 | New | Q4 2025 | Feb 13, 2026 |
| Clean Yield Group | History | No change | 455 | 55 | 0.02% | 0.01% | 619 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| YANKCOM Partnership | History | No change | 458 | 55 | 0.02% | 0.02% | 621 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Ransom Advisory, Ltd | History | New | 450 | 54 | 0.02% | — | 622 | +450 | New | Q4 2025 | Jan 06, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 440 | 53 | 0.01% | 0.01% | 623 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Pacific Center for Financial Services | History | No change | 441 | 52 | 0.01% | 0.01% | 624 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Roble, Belko & Company, Inc | History | No change | 422 | 51 | 0.01% | 0.01% | 625 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Mascoma Wealth Management LLC | History | No change | 426 | 51 | 0.01% | 0.01% | 626 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Wells Financial Advisors INC | History | No change | 400 | 48 | 0.09% | 0.06% | 627 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| NBC SECURITIES, INC. | History | No change | 387 | 46 | 0.0% | 0.0% | 628 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Winch Advisory Services, LLC | History | No change | 387 | 46 | 0.01% | 0.01% | 629 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | No change | 347 | 41 | 0.0% | 0.0% | 630 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| PITTENGER & ANDERSON INC | History | Reduced | 328 | 39 | 0.0% | 0.0% | 631 | -325 | -49.77% | Q4 2025 | Feb 02, 2026 |
| Gladwyn Financial Advisors, Inc. | History | Added to | 328 | 39 | 0.03% | 0.03% | 632 | +1 | 0.31% | Q4 2025 | Jan 08, 2026 |
| North Ridge Wealth Advisors, Inc. | History | No change | 322 | 38 | 0.02% | 0.02% | 633 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MASECO LLP | History | New | 314 | 37 | 0.0% | — | 637 | +314 | New | Q4 2025 | Jan 22, 2026 |
| Kilter Group LLC | History | Added to | 311 | 37 | 0.02% | — | 636 | +308 | 10266.67% | Q4 2025 | Feb 13, 2026 |
| SHP Wealth Management | History | New | 307 | 37 | 0.0% | — | 635 | +307 | New | Q4 2025 | Mar 04, 2026 |
| Quaker Wealth Management, LLC | History | No change | 309 | 37 | 0.01% | 0.01% | 634 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Modus Advisors, LLC | History | New | 300 | 36 | 0.01% | — | 639 | +300 | New | Q4 2025 | Feb 11, 2026 |
| SIGNATUREFD, LLC | History | No change | 298 | 36 | 0.0% | 0.0% | 638 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| American Capital Advisory, LLC | History | No change | 300 | 36 | 0.02% | 0.02% | 640 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| DT Investment Partners, LLC | History | Added to | 288 | 34 | 0.0% | 0.0% | 641 | +12 | 4.35% | Q4 2025 | Feb 10, 2026 |
| Glassman Wealth Services | History | No change | 260 | 31 | 0.0% | 0.0% | 642 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Avalon Trust Co | History | New | 250 | 30 | 0.0% | — | 643 | +250 | New | Q4 2025 | Feb 09, 2026 |
| Operose Advisors LLC | History | No change | 232 | 28 | 0.01% | 0.01% | 644 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Breakwater Investment Management | History | Reduced | 229 | 27 | 0.01% | 0.01% | 646 | -8 | -3.38% | Q4 2025 | Feb 02, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | No change | 226 | 27 | 0.0% | 0.0% | 645 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Bogart Wealth, LLC | History | Added to | 221 | 26 | 0.0% | 0.0% | 647 | +32 | 16.93% | Q4 2025 | Jan 30, 2026 |
| Newbridge Financial Services Group, Inc. | History | No change | 222 | 26 | 0.0% | 0.0% | 648 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 217 | 26 | 0.03% | 0.03% | 649 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Evolution Advisers, Inc. | History | No change | 199 | 24 | 0.01% | 0.01% | 650 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Navigoe, LLC | History | No change | 200 | 24 | 0.01% | 0.01% | 651 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | No change | 190 | 22 | 0.0% | 0.0% | 652 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| ACIMA PRIVATE WEALTH, LLC | History | No change | 158 | 19 | 0.01% | 0.01% | 653 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| BIRCHBROOK, INC. | History | Added to | 152 | 18 | 0.01% | 0.01% | 654 | +1 | 0.66% | Q4 2025 | Feb 04, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 148 | 17 | 0.01% | — | 657 | +148 | New | Q4 2025 | Feb 10, 2026 |
| Heritage Wealth Advisors | History | No change | 146 | 17 | 0.0% | 0.0% | 655 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| BFSG, LLC | History | No change | 148 | 17 | 0.0% | 0.0% | 656 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Archer Investment Corp | History | Reduced | 125 | 15 | 0.0% | 0.03% | 659 | -817 | -86.73% | Q4 2025 | Jan 30, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 125 | 15 | 0.0% | 0.0% | 658 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Arax Advisory Partners | History | Reduced | 124 | 14 | 0.0% | 0.43% | 660 | -168,188 | -99.93% | Q4 2025 | Feb 13, 2026 |
| EverSource Wealth Advisors, LLC | History | New | 115 | 13 | 0.0% | — | 661 | +115 | New | Q4 2025 | Feb 06, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | No change | 100 | 12 | 0.01% | 0.01% | 662 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Russell Investments Group, Ltd. | History | No change | 105 | 12 | 0.0% | 0.0% | 663 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Lodestone Wealth Management LLC | History | New | 92 | 11 | 0.0% | — | 664 | +92 | New | Q4 2025 | Jan 15, 2026 |
| Bernard Wealth Management Corp. | History | No change | 80 | 9 | 0.0% | 0.0% | 665 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Sage Mountain Advisors LLC | History | No change | 74 | 8 | 0.0% | 0.0% | 666 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| CoreCap Advisors, LLC | History | Added to | 61 | 7 | 0.0% | 0.0% | 667 | +2 | 3.39% | Q4 2025 | Jan 13, 2026 |
| Atlantic Union Bankshares Corp | History | New | 51 | 6 | 0.0% | — | 668 | +51 | New | Q4 2025 | Feb 04, 2026 |
| Anchor Investment Management, LLC | History | No change | 50 | 6 | 0.0% | 0.0% | 669 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| Tower View Wealth Management LLC | History | No change | 42 | 5 | 0.0% | 0.0% | 670 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Tidemark, LLC | History | No change | 43 | 5 | 0.0% | 0.0% | 671 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | No change | 49 | 5 | 0.0% | 0.0% | 672 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Olistico Wealth, LLC | History | New | 29 | 3 | 0.0% | — | 673 | +29 | New | Q4 2025 | Jan 13, 2026 |
| WPG Advisers, LLC | History | New | 20 | 2 | 0.0% | — | 676 | +20 | New | Q4 2025 | Jan 28, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 23 | 2 | 0.0% | 0.0% | 674 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Topsail Wealth Management, LLC | History | No change | 20 | 2 | 0.0% | 0.0% | 675 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 12 | 1 | 0.0% | 0.0% | 677 | 0 | 0.0% | Q4 2025 | Feb 27, 2026 |
| 3Chopt Investment Partners, LLC | History | No change | 14 | 1 | 0.0% | 0.0% | 678 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Closed out | 0 | 0 | — | 0.03% | — | -166,797 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Fund Evaluation Group, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -24,720 | -100.0% | Q3 2025 | Nov 12, 2025 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,899 | -100.0% | Q3 2025 | Nov 14, 2025 |
| One Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -6,330 | -100.0% | Q3 2025 | Nov 14, 2025 |
| BRIGHTON JONES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,999 | -100.0% | Q3 2025 | Oct 14, 2025 |
| SIMON QUICK ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -4,700 | -100.0% | Q3 2025 | Oct 21, 2025 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Closed out | 0 | 0 | — | 0.13% | — | -3,555 | -100.0% | Q3 2025 | Oct 22, 2025 |
| IBEX WEALTH ADVISORS | History | Closed out | 0 | 0 | — | 0.04% | — | -3,461 | -100.0% | Q3 2025 | Nov 12, 2025 |
| BALDWIN WEALTH PARTNERS LLC/MA | History | Closed out | 0 | 0 | — | 0.02% | — | -3,228 | -100.0% | Q3 2025 | Oct 14, 2025 |
| OmniStar Financial Group, Inc. | History | Closed out | 0 | 0 | — | 0.17% | — | -2,403 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Advisory Alpha, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,776 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Carr Financial Group Corp | History | Closed out | 0 | 0 | — | 0.06% | — | -1,748 | -100.0% | Q3 2025 | Oct 08, 2025 |
| Argyle Capital Partners, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -1,709 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Grey Fox Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -830 | -100.0% | Q3 2025 | Oct 29, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -641 | -100.0% | Q3 2025 | Nov 03, 2025 |
| BESSEMER GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -215 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Crews Bank & Trust | History | Closed out | 0 | 0 | — | 0.0% | — | -200 | -100.0% | Q3 2025 | Oct 22, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -168 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Midwest Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -147 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Valued Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -103 | -100.0% | Q3 2025 | Oct 29, 2025 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -50 | -100.0% | Q3 2025 | Feb 10, 2026 |
| North Capital, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -11 | -100.0% | Q3 2025 | Oct 09, 2025 |
| Financial Life Planners | History | Closed out | 0 | 0 | — | 0.0% | — | -10 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Measured Wealth Private Client Group, LLC | History | New | 8 | 0 | — | — | — | +8 | New | Q4 2025 | Feb 10, 2026 |
| Triumph Capital Management | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Feb 12, 2026 |
| Your Advocates Ltd., LLP | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 02, 2026 |
| TSFG, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Rossby Financial, LCC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Dogwood Wealth Management LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |