iSHARES TRUST - IJH
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 608 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 124,791,222 | 8,236,220 | 5.21% | 5.34% | 1 | +2,142,484 | 1.75% | Q4 2025 | Feb 10, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 69,097,876 | 4,560,459 | 0.33% | 0.3% | 2 | +1,179,255 | 1.74% | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Added to | 58,545,723 | 3,864,017 | 0.68% | 0.65% | 3 | +2,998,287 | 5.4% | Q4 2025 | Feb 10, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 52,370,849 | 3,456,476 | 0.63% | 0.65% | 4 | -133,621 | -0.25% | Q4 2025 | Feb 13, 2026 |
| FMR LLC | History | Added to | 47,714,343 | 3,149,146 | 0.16% | 0.14% | 5 | +6,134,648 | 14.75% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Reduced | 36,986,458 | 2,441,106 | 0.15% | 0.15% | 6 | -56,587 | -0.15% | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 35,824,382 | 2,364,409 | 0.74% | 0.81% | 7 | -2,836,041 | -7.34% | Q4 2025 | Feb 18, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 34,200,178 | 2,257,211 | 0.67% | 0.65% | 8 | -354,250 | -1.03% | Q4 2025 | Feb 10, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 29,556,481 | 1,950,727 | 0.24% | 0.23% | 9 | +1,228,533 | 4.34% | Q4 2025 | Mar 25, 2026 |
| LPL Financial LLC | History | Added to | 29,123,810 | 1,922,171 | 0.52% | 0.53% | 10 | +1,406,203 | 5.07% | Q4 2025 | Feb 11, 2026 |
| BlackRock, Inc. | History | Added to | 26,691,520 | 1,761,640 | 0.03% | 0.03% | 11 | +1,251,907 | 4.92% | Q4 2025 | Feb 12, 2026 |
| ROYAL BANK OF CANADA | History | New | 25,229,492 | 1,665,147 | 0.27% | — | 12 | +25,229,492 | New | Q4 2025 | Feb 17, 2026 |
| NORTHERN TRUST CORP | History | Added to | 23,466,166 | 1,548,766 | 0.2% | 0.19% | 13 | +247,896 | 1.07% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Added to | 23,132,303 | 1,526,731 | 0.25% | 0.24% | 14 | +47,675 | 0.21% | Q4 2025 | Jan 29, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 16,208,217 | 1,069,742 | 0.07% | 0.06% | 15 | -188,978 | -1.15% | Q4 2025 | Feb 11, 2026 |
| First Command Advisory Services, Inc. | History | Added to | 15,669,801 | 1,034,206 | 7.21% | 7.3% | 16 | +230,307 | 1.49% | Q4 2025 | Feb 11, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 15,612,476 | 1,030,423 | 0.56% | 0.62% | 17 | -18,037 | -0.12% | Q4 2025 | Feb 06, 2026 |
| Mariner, LLC | History | Added to | 15,042,290 | 992,815 | 1.18% | 1.21% | 18 | +685,469 | 4.77% | Q4 2025 | Feb 13, 2026 |
| Acorns Advisers, LLC | History | Added to | 13,652,129 | 901,040 | 6.76% | 6.73% | 19 | +536,820 | 4.09% | Q4 2025 | Feb 13, 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | History | Added to | 11,197,934 | 739,063 | 8.62% | 9.45% | 20 | +1,191,305 | 11.91% | Q4 2025 | Feb 05, 2026 |
| REGIONS FINANCIAL CORP | History | New | 9,971,281 | 658,104 | 4.21% | — | 21 | +9,971,281 | New | Q4 2025 | Jan 27, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 9,267,499 | 611,654 | 0.82% | 0.83% | 22 | -157,759 | -1.67% | Q4 2025 | Feb 02, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 9,057,211 | 597,775 | 2.14% | 2.13% | 23 | -244,833 | -2.63% | Q4 2025 | Jan 30, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 8,900,725 | 587,509 | 0.13% | 0.13% | 24 | -58,136 | -0.65% | Q4 2025 | Feb 17, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 8,223,783 | 542,769 | 1.03% | 1.03% | 25 | -75,974 | -0.92% | Q4 2025 | Feb 12, 2026 |
| HighTower Advisors, LLC | History | Added to | 7,881,074 | 520,150 | 0.57% | 0.58% | 26 | +114,880 | 1.48% | Q4 2025 | Feb 06, 2026 |
| Millburn Ridgefield LLC /DE/ | History | Reduced | 7,792,453 | 514,301 | 12.25% | 12.21% | 27 | -45,905 | -0.59% | Q4 2025 | Feb 02, 2026 |
| Catalyst Capital Advisors LLC | History | Reduced | 7,792,453 | 514,301 | 10.56% | 10.31% | 28 | -45,905 | -0.59% | Q4 2025 | Feb 10, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 7,642,952 | 504,434 | 4.01% | 5.09% | 29 | -7,275,118 | -48.77% | Q4 2025 | Feb 13, 2026 |
| &PARTNERS | History | Added to | 6,993,740 | 463,001 | 2.42% | 2.73% | 30 | +460,151 | 7.04% | Q4 2025 | Feb 17, 2026 |
| Pathstone Holdings, LLC | History | New | 7,006,604 | 462,454 | 1.78% | — | 31 | +7,006,604 | New | Q4 2025 | Feb 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 6,827,466 | 450,661 | 0.27% | 0.27% | 32 | +681,477 | 11.09% | Q4 2025 | Feb 17, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 6,595,206 | 435,283 | 0.15% | 0.16% | 33 | +28,772 | 0.44% | Q4 2025 | Feb 12, 2026 |
| BRIDGES INVESTMENT MANAGEMENT INC | History | Added to | 6,015,226 | 397,004 | 5.04% | 3.71% | 34 | +1,572,184 | 35.39% | Q4 2025 | Feb 10, 2026 |
| MAI Capital Management | History | Added to | 5,429,206 | 358,327 | 2.06% | 2.16% | 35 | +114,027 | 2.15% | Q4 2025 | Feb 13, 2026 |
| ALESCO ADVISORS LLC | History | Added to | 5,372,551 | 354,588 | 9.17% | 9.45% | 36 | +27,664 | 0.52% | Q4 2025 | Jan 28, 2026 |
| Starboard Value LP | History | No change | 5,250,656 | 346,543 | 6.56% | 6.45% | 37 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 5,170,837 | 341,275 | 0.45% | 0.49% | 38 | -625,195 | -10.79% | Q4 2025 | Feb 12, 2026 |
| Cerity Partners LLC | History | Added to | 5,102,306 | 336,753 | 0.49% | 0.53% | 39 | +110,082 | 2.21% | Q4 2025 | Feb 11, 2026 |
| US BANCORP \DE\ | History | Reduced | 5,088,696 | 335,854 | 0.39% | 0.4% | 40 | -86,522 | -1.67% | Q4 2025 | Jan 30, 2026 |
| Creative Planning | History | Reduced | 4,760,563 | 314,197 | 0.22% | 0.24% | 41 | -27,436 | -0.57% | Q4 2025 | Feb 17, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 4,680,367 | 308,904 | 0.98% | 0.98% | 42 | -8,351 | -0.18% | Q4 2025 | Feb 02, 2026 |
| Circle Wealth Management, LLC | History | Added to | 4,614,881 | 304,582 | 4.69% | 5.39% | 43 | +372,518 | 8.78% | Q4 2025 | Feb 13, 2026 |
| Municipal Employees' Retirement System of Michigan | History | Added to | 4,596,783 | 303,388 | 3.43% | 3.44% | 44 | +41,576 | 0.91% | Q4 2025 | Feb 06, 2026 |
| Corient Private Wealth LLC | History | Added to | 4,585,531 | 298,649 | 0.41% | 0.29% | 45 | +1,131,102 | 32.74% | Q4 2025 | Mar 09, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 4,523,297 | 298,537 | 1.79% | 1.76% | 46 | +120,952 | 2.75% | Q4 2025 | Feb 09, 2026 |
| Cetera Investment Advisers | History | Added to | 3,631,061 | 239,650 | 0.26% | 0.26% | 47 | +229,089 | 6.73% | Q4 2025 | Feb 17, 2026 |
| DAVIS R M INC | History | Added to | 3,569,736 | 235,602 | 4.06% | 3.68% | 48 | +344,843 | 10.69% | Q4 2025 | Feb 12, 2026 |
| Baird Financial Group, Inc. | History | Added to | 3,465,910 | 228,750 | 0.36% | 0.36% | 49 | +13,457 | 0.39% | Q4 2025 | Feb 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 3,309,147 | 218,403 | 0.53% | 0.53% | 50 | +272,209 | 8.96% | Q4 2025 | Feb 13, 2026 |
| Valeo Financial Advisors, LLC | History | Reduced | 3,346,008 | 214,005 | 4.75% | 5.49% | 51 | -351,833 | -9.51% | Q4 2025 | Feb 04, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 3,172,308 | 209,372 | 0.05% | 0.05% | 52 | +150,065 | 4.97% | Q4 2025 | Feb 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 3,079,521 | 203,248 | 1.11% | 1.09% | 53 | +174,722 | 6.01% | Q4 2025 | Feb 12, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 3,032,779 | 200,163 | 2.68% | 2.82% | 54 | -120,127 | -3.81% | Q4 2025 | Jan 30, 2026 |
| FIRST FINANCIAL BANKSHARES INC | History | Added to | 2,920,753 | 192,769 | 3.88% | 3.74% | 55 | +134,600 | 4.83% | Q4 2025 | Feb 12, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 2,888,646 | 190,650 | 0.34% | 0.31% | 56 | +488,146 | 20.34% | Q4 2025 | Mar 16, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 2,860,883 | 188,853 | 0.28% | 0.27% | 57 | -69,979 | -2.39% | Q4 2025 | Feb 17, 2026 |
| COMERICA BANK | History | Reduced | 2,775,837 | 183,205 | 0.73% | 0.68% | 58 | -5,125 | -0.18% | Q4 2025 | Jan 29, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 2,550,909 | 175,522 | 0.24% | 0.26% | 59 | -52,072 | -2.0% | Q4 2025 | Jan 08, 2026 |
| Haverford Trust Co | History | Added to | 2,585,227 | 170,624 | 1.52% | 1.52% | 60 | +11,466 | 0.45% | Q4 2025 | Feb 13, 2026 |
| BLB&B Advisors, LLC | History | Added to | 2,491,663 | 164,449 | 6.87% | 6.6% | 61 | +150,234 | 6.42% | Q4 2025 | Jan 26, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 2,479,082 | 163,619 | 0.15% | 0.14% | 62 | +78,040 | 3.25% | Q4 2025 | Feb 13, 2026 |
| Atlantic Union Bankshares Corp | History | Reduced | 2,448,134 | 161,576 | 3.03% | 3.05% | 63 | -32,334 | -1.3% | Q4 2025 | Feb 04, 2026 |
| Focus Partners Wealth | History | Added to | 2,416,210 | 159,467 | 0.18% | 0.21% | 64 | +412,499 | 20.59% | Q4 2025 | Feb 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 2,327,527 | 153,616 | 0.29% | 0.3% | 65 | +89,531 | 4.0% | Q4 2025 | Feb 17, 2026 |
| Sand Hill Global Advisors, LLC | History | Added to | 2,283,286 | 150,696 | 5.26% | 5.19% | 66 | +23,033 | 1.02% | Q4 2025 | Feb 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 2,275,104 | 149,868 | 0.23% | 0.25% | 67 | -26,934 | -1.17% | Q4 2025 | Feb 18, 2026 |
| Alaska Permanent Capital Management, LLC | History | Reduced | 2,220,425 | 146,553 | 11.1% | 11.02% | 68 | -74,712 | -3.26% | Q4 2025 | Feb 13, 2026 |
| Members Trust Co | History | Added to | 2,164,597 | 142,863 | 4.66% | 4.64% | 69 | +1,721 | 0.08% | Q4 2025 | Jan 15, 2026 |
| Cresset Asset Management, LLC | History | Added to | 2,110,354 | 139,283 | 0.59% | 0.59% | 70 | +27,615 | 1.33% | Q4 2025 | Feb 17, 2026 |
| SIGMA INVESTMENT COUNSELORS INC | History | Reduced | 2,035,302 | 134,329 | 6.82% | 6.95% | 71 | -17,984 | -0.88% | Q4 2025 | Feb 03, 2026 |
| CAHABA WEALTH MANAGEMENT, INC. | History | Added to | 1,958,248 | 129,244 | 9.0% | 8.85% | 72 | +86,210 | 4.61% | Q4 2025 | Jan 07, 2026 |
| WHITTIER TRUST CO | History | Added to | 1,820,410 | 125,171 | 1.36% | 1.36% | 73 | +8,776 | 0.48% | Q4 2025 | Jan 26, 2026 |
| SWF LLC | History | No change | 1,868,846 | 123,343 | 12.47% | 12.5% | 74 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 1,850,827 | 122,154 | 2.12% | 0.48% | 75 | +1,536,335 | 488.51% | Q4 2025 | Feb 09, 2026 |
| Connecticut Wealth Management, LLC | History | Reduced | 1,840,661 | 121,483 | 5.28% | 5.46% | 76 | -44,971 | -2.38% | Q4 2025 | Feb 12, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Added to | 1,832,117 | 120,919 | 3.34% | 3.28% | 77 | +59,664 | 3.37% | Q4 2025 | Feb 03, 2026 |
| UMB Bank, n.a. | History | Reduced | 1,820,602 | 120,159 | 1.6% | 1.84% | 78 | -91,876 | -4.8% | Q4 2025 | Feb 13, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 1,804,699 | 119,110 | 1.35% | 1.36% | 79 | -30,195 | -1.65% | Q4 2025 | Feb 13, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | Added to | 1,787,803 | 117,994 | 2.16% | 2.35% | 80 | +76,186 | 4.45% | Q4 2025 | Jan 28, 2026 |
| Acropolis Investment Management, LLC | History | Added to | 1,725,917 | 113,910 | 5.12% | 5.32% | 81 | +36,886 | 2.18% | Q4 2025 | Jan 14, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 1,722,738 | 113,700 | 0.86% | 0.89% | 82 | +15,353 | 0.9% | Q4 2025 | Feb 12, 2026 |
| BOKF, NA | History | Reduced | 1,676,690 | 110,661 | 1.69% | 1.65% | 83 | -7,959 | -0.47% | Q4 2025 | Feb 03, 2026 |
| GREENLEAF TRUST | History | Reduced | 1,644,259 | 108,521 | 0.99% | 1.34% | 84 | -616,594 | -27.27% | Q4 2025 | Jan 21, 2026 |
| BESSEMER GROUP INC | History | Added to | 1,635,791 | 107,962 | 0.17% | 0.14% | 85 | +220,469 | 15.58% | Q4 2025 | Feb 05, 2026 |
| Linscomb Wealth, Inc. | History | Added to | 1,614,065 | 106,528 | 4.47% | 4.47% | 86 | +23,797 | 1.5% | Q4 2025 | Feb 10, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Reduced | 1,602,356 | 105,755 | 1.54% | 1.6% | 87 | -33,459 | -2.05% | Q4 2025 | Feb 09, 2026 |
| AlTi Global, Inc. | History | Reduced | 1,600,683 | 105,645 | 2.27% | 2.8% | 88 | -226,645 | -12.4% | Q4 2025 | Feb 13, 2026 |
| Lutz Financial Services LLC | History | Added to | 1,578,398 | 104,174 | 7.08% | 7.03% | 89 | +89,867 | 6.04% | Q4 2025 | Feb 06, 2026 |
| FIRST INTERSTATE BANK | History | Added to | 1,517,564 | 100,159 | 5.37% | 5.4% | 90 | +18,843 | 1.26% | Q4 2025 | Jan 29, 2026 |
| Klingman & Associates, LLC | History | Added to | 1,512,766 | 99,842 | 4.82% | 4.76% | 91 | +67,967 | 4.7% | Q4 2025 | Jan 29, 2026 |
| Chandler Asset Management, Inc. | History | Added to | 1,475,728 | 97,398 | 15.41% | 15.16% | 92 | +60,340 | 4.26% | Q4 2025 | Feb 13, 2026 |
| Constellation Investments, Inc. | History | Reduced | 1,420,000 | 93,720 | 2.89% | 4.59% | 93 | -85,000 | -5.65% | Q4 2025 | Jan 21, 2026 |
| Ally Invest Advisors Inc. | History | Added to | 1,417,770 | 93,572 | 6.46% | 6.44% | 94 | +43,068 | 3.13% | Q4 2025 | Feb 13, 2026 |
| SAGE FINANCIAL GROUP INC | History | Added to | 1,412,434 | 93,220 | 6.17% | 6.1% | 95 | +37,963 | 2.76% | Q4 2025 | Jan 27, 2026 |
| Accredited Investors Inc. | History | Reduced | 1,412,318 | 93,213 | 4.95% | 6.0% | 96 | -236,948 | -14.37% | Q4 2025 | Feb 05, 2026 |
| M&T BANK CORP | History | Reduced | 1,398,363 | 92,291 | 0.3% | 0.32% | 97 | -43,373 | -3.01% | Q4 2025 | Jan 30, 2026 |
| Lee Financial Co | History | Added to | 1,395,429 | 92,098 | 12.43% | 11.17% | 98 | +31,075 | 2.28% | Q4 2025 | Jan 22, 2026 |
| STATE STREET CORP | History | Reduced | 1,370,999 | 90,485 | 0.0% | 0.0% | 99 | -50,988 | -3.59% | Q4 2025 | Feb 13, 2026 |
| Legacy Wealth Management, Inc | History | Reduced | 1,349,996 | 89,099 | 5.13% | 5.29% | 100 | -25,901 | -1.88% | Q4 2025 | Jan 21, 2026 |
| Equitable Holdings, Inc. | History | Added to | 1,344,695 | 88,749 | 0.61% | 0.6% | 101 | +90,780 | 7.24% | Q4 2025 | Feb 17, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | New | 1,318,017 | 86,989 | 0.29% | — | 102 | +1,318,017 | New | Q4 2025 | Jan 15, 2026 |
| PLANNING ALTERNATIVES LTD /ADV | History | Added to | 1,273,105 | 84,024 | 10.58% | 10.63% | 103 | +4,541 | 0.36% | Q4 2025 | Feb 06, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 1,254,237 | 82,779 | 1.68% | 1.88% | 104 | -13,243 | -1.04% | Q4 2025 | Feb 09, 2026 |
| BOK Financial Private Wealth, Inc. | History | Reduced | 1,238,582 | 81,746 | 5.0% | 5.19% | 105 | -26,345 | -2.08% | Q4 2025 | Feb 06, 2026 |
| RKL Wealth Management LLC | History | Reduced | 1,235,649 | 81,552 | 6.69% | 6.91% | 106 | -5,899 | -0.48% | Q4 2025 | Feb 12, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 1,216,160 | 80,267 | 0.18% | 0.19% | 107 | +2,447 | 0.2% | Q4 2025 | Feb 11, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Added to | 1,163,881 | 80,028 | 1.66% | 1.62% | 108 | +5,402 | 0.47% | Q4 2025 | Jan 26, 2026 |
| FIL Ltd | History | Reduced | 1,209,798 | 79,846 | 0.06% | 0.08% | 109 | -255,304 | -17.43% | Q4 2025 | Feb 17, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 1,193,498 | 78,770 | 0.02% | 0.02% | 110 | +46,428 | 4.05% | Q4 2025 | Feb 17, 2026 |
| Alaska Wealth Advisors, LLC | History | Added to | 1,175,780 | 77,601 | 9.88% | 9.8% | 111 | +27,759 | 2.42% | Q4 2025 | Feb 13, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 1,173,446 | 77,447 | 1.0% | 0.94% | 112 | +101,872 | 9.51% | Q4 2025 | Feb 09, 2026 |
| Ballentine Partners, LLC | History | Added to | 1,173,220 | 77,432 | 1.09% | 1.06% | 113 | +2,726 | 0.23% | Q4 2025 | Feb 03, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 1,146,465 | 75,667 | 0.2% | 0.2% | 114 | +57,651 | 5.29% | Q4 2025 | Feb 05, 2026 |
| Leonard Rickey Investment Advisors P.L.L.C. | History | Added to | 1,140,376 | 75,264 | 13.61% | 14.0% | 115 | +1,229 | 0.11% | Q4 2025 | Jan 14, 2026 |
| RMR Wealth Builders | History | Reduced | 1,134,512 | 74,877 | 5.99% | 7.92% | 116 | -316,398 | -21.81% | Q4 2025 | Jan 29, 2026 |
| Goelzer Investment Management, Inc. | History | Added to | 1,121,755 | 74,035 | 3.43% | 3.84% | 117 | +12,420 | 1.12% | Q4 2025 | Jan 14, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Added to | 1,116,193 | 73,670 | 0.18% | 0.18% | 118 | +8,736 | 0.79% | Q4 2025 | Feb 11, 2026 |
| Pine Ridge Advisers LLC | History | Added to | 1,088,350 | 71,831 | 4.28% | 3.49% | 119 | +189,200 | 21.04% | Q4 2025 | Feb 17, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 1,069,417 | 70,581 | 2.57% | 2.56% | 120 | +29,322 | 2.82% | Q4 2025 | Feb 02, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 1,068,771 | 70,538 | 0.8% | 0.86% | 121 | -53,945 | -4.8% | Q4 2025 | Jan 20, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 1,049,797 | 69,286 | 1.2% | 1.28% | 122 | +122,379 | 13.2% | Q4 2025 | Feb 19, 2026 |
| Destination Wealth Management | History | Added to | 1,043,354 | 68,861 | 1.8% | 1.86% | 123 | +7,640 | 0.74% | Q4 2025 | Feb 13, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | Reduced | 1,034,810 | 68,297 | 0.33% | 0.4% | 124 | -248,000 | -19.33% | Q4 2025 | Jan 29, 2026 |
| MCF Advisors LLC | History | Added to | 1,014,946 | 66,986 | 3.7% | 3.99% | 125 | +18,077 | 1.81% | Q4 2025 | Feb 11, 2026 |
| Tarbox Family Office, Inc. | History | Reduced | 999,524 | 65,968 | 10.61% | 10.38% | 126 | -84,105 | -7.76% | Q4 2025 | Jan 21, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | Added to | 992,676 | 65,516 | 3.03% | 3.18% | 127 | +6,848 | 0.69% | Q4 2025 | Feb 11, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 981,437 | 64,774 | 0.27% | 0.25% | 128 | +128,314 | 15.04% | Q4 2025 | Feb 13, 2026 |
| ARKANSAS FINANCIAL GROUP, INC. | History | Reduced | 981,070 | 64,750 | 9.34% | 10.12% | 129 | -72,190 | -6.85% | Q4 2025 | Jan 28, 2026 |
| CAPE COD FIVE CENTS SAVINGS BANK | History | No change | 1,033,266 | 64,393 | 5.9% | 5.9% | 130 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Bangor Savings Bank | History | Reduced | 965,131 | 63,698 | 5.12% | 5.37% | 131 | -22,963 | -2.32% | Q4 2025 | Jan 16, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 912,621 | 63,554 | 1.57% | 1.56% | 132 | +6,807 | 0.75% | Q4 2025 | Jan 28, 2026 |
| Private Advisor Group, LLC | History | Reduced | 949,241 | 62,649 | 0.29% | 0.33% | 133 | -82,052 | -7.96% | Q4 2025 | Feb 17, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 944,643 | 62,346 | 0.05% | — | 134 | +944,643 | New | Q4 2025 | Feb 13, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 941,372 | 62,130 | 0.78% | 0.81% | 135 | -3,652 | -0.39% | Q4 2025 | Feb 09, 2026 |
| Crewe Advisors LLC | History | Added to | 930,710 | 61,426 | 5.44% | 5.61% | 136 | +29,161 | 3.23% | Q4 2025 | Jan 16, 2026 |
| Lido Advisors, LLC | History | Reduced | 922,125 | 60,560 | 0.18% | 0.19% | 137 | -5,063 | -0.55% | Q4 2025 | Feb 10, 2026 |
| Capital Asset Advisory Services LLC | History | Added to | 872,166 | 59,970 | 2.41% | 2.36% | 138 | +36,381 | 4.35% | Q4 2025 | Jan 09, 2026 |
| CKW FINANCIAL GROUP | History | Reduced | 905,871 | 59,787 | 6.48% | 6.47% | 139 | -842 | -0.09% | Q4 2025 | Jan 26, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 904,066 | 59,668 | 0.06% | 0.08% | 140 | -379,410 | -29.56% | Q4 2025 | Feb 12, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 901,518 | 59,500 | 0.73% | 0.78% | 141 | -18,531 | -2.01% | Q4 2025 | Jan 26, 2026 |
| Consolidated Portfolio Review Corp | History | Added to | 899,150 | 59,343 | 5.13% | 0.32% | 142 | +860,200 | 2208.47% | Q4 2025 | Jan 26, 2026 |
| Charter Capital Management, LLC\DE | History | Added to | 886,744 | 58,525 | 30.22% | 30.54% | 143 | +19,316 | 2.23% | Q4 2025 | Jan 22, 2026 |
| Waverly Advisors, LLC | History | Reduced | 882,128 | 58,220 | 0.47% | 0.59% | 144 | -19,230 | -2.13% | Q4 2025 | Feb 17, 2026 |
| MBL Wealth, LLC | History | Added to | 867,419 | 57,249 | 4.59% | 4.74% | 145 | +35,073 | 4.21% | Q4 2025 | Jan 21, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Added to | 859,610 | 56,734 | 0.74% | 0.7% | 146 | +46,908 | 5.77% | Q4 2025 | Jan 22, 2026 |
| WEST PACES ADVISORS INC. | History | Reduced | 847,139 | 55,911 | 10.81% | 11.07% | 147 | -5,468 | -0.64% | Q4 2025 | Jan 21, 2026 |
| Summit Financial Strategies, Inc. | History | Added to | 844,176 | 55,715 | 4.58% | 4.22% | 148 | +90,359 | 11.99% | Q4 2025 | Jan 27, 2026 |
| Private Wealth Asset Management, LLC | History | Added to | 843,199 | 55,651 | 6.05% | 6.46% | 149 | +4,813 | 0.57% | Q4 2025 | Feb 10, 2026 |
| ARROW FINANCIAL CORP | History | Reduced | 830,319 | 54,800 | 5.46% | 5.78% | 150 | -35,452 | -4.09% | Q4 2025 | Feb 05, 2026 |
| TRUEFG, LLC | History | Added to | 830,208 | 54,793 | 14.7% | 14.75% | 151 | +12,122 | 1.48% | Q4 2025 | Jan 21, 2026 |
| RED CEDAR INVESTMENT MANAGEMENT, LLC | History | Added to | 825,605 | 54,489 | 5.89% | 6.3% | 152 | +1,662 | 0.2% | Q4 2025 | Feb 11, 2026 |
| JNBA Financial Advisors | History | Added to | 819,258 | 54,071 | 4.72% | 4.64% | 153 | +35,958 | 4.59% | Q4 2025 | Jan 26, 2026 |
| Magnus Financial Group LLC | History | Added to | 814,807 | 53,777 | 4.11% | 4.18% | 154 | +2,860 | 0.35% | Q4 2025 | Jan 07, 2026 |
| Fifth Third Wealth Advisors LLC | History | Reduced | 812,721 | 53,639 | 1.88% | 2.04% | 155 | -34,369 | -4.06% | Q4 2025 | Jan 15, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 798,240 | 52,683 | 0.61% | 0.62% | 156 | -22,438 | -2.73% | Q4 2025 | Jan 21, 2026 |
| LONDON CO OF VIRGINIA | History | Added to | 789,943 | 52,136 | 0.3% | 0.08% | 157 | +561,739 | 246.16% | Q4 2025 | Feb 17, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 788,636 | 52,055 | 0.03% | 0.0% | 158 | +770,165 | 4169.59% | Q4 2025 | Mar 20, 2026 |
| Wealthquest Corp | History | Added to | 787,684 | 51,987 | 3.93% | 4.02% | 159 | +14,634 | 1.89% | Q4 2025 | Feb 09, 2026 |
| Resonant Capital Advisors, LLC | History | Added to | 771,777 | 50,937 | 2.8% | 2.82% | 160 | +29,405 | 3.96% | Q4 2025 | Jan 29, 2026 |
| HANCOCK WHITNEY CORP | History | Added to | 769,235 | 50,769 | 0.92% | 0.89% | 161 | +16,540 | 2.2% | Q4 2025 | Feb 17, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 768,240 | 50,703 | 0.88% | 0.89% | 162 | -2,059 | -0.27% | Q4 2025 | Jan 22, 2026 |
| Portland Global Advisors LLC | History | Added to | 753,414 | 49,725 | 5.34% | 5.3% | 163 | +26,039 | 3.58% | Q4 2025 | Feb 10, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Reduced | 743,837 | 49,093 | 3.16% | 3.33% | 164 | -30,128 | -3.89% | Q4 2025 | Jan 26, 2026 |
| HORAN Wealth, LLC | History | Added to | 733,736 | 48,426 | 7.44% | 7.32% | 165 | +21,459 | 3.01% | Q4 2025 | Feb 04, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 733,330 | 48,399 | 1.25% | 1.25% | 166 | -19,048 | -2.53% | Q4 2025 | Jan 07, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 730,079 | 48,185 | 0.07% | 0.06% | 167 | +63,303 | 9.49% | Q4 2025 | Feb 10, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 722,654 | 47,695 | 1.44% | 1.47% | 168 | +31,578 | 4.57% | Q4 2025 | Feb 13, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 710,578 | 46,898 | 2.64% | 2.65% | 169 | +15,385 | 2.21% | Q4 2025 | Jan 14, 2026 |
| Single Point Partners, LLC | History | Added to | 710,034 | 46,862 | 9.27% | 9.31% | 170 | +7,035 | 1.0% | Q4 2025 | Jan 26, 2026 |
| MIDLAND WEALTH ADVISORS, LLC | History | Added to | 705,559 | 46,566 | 2.42% | 2.06% | 171 | +114,658 | 19.4% | Q4 2025 | Jan 26, 2026 |
| FIRST BUSINESS FINANCIAL SERVICES, INC. | History | Reduced | 696,772 | 45,986 | 4.22% | 4.22% | 172 | -7,398 | -1.05% | Q4 2025 | Feb 06, 2026 |
| Grove Bank & Trust | History | Added to | 696,313 | 45,956 | 5.17% | 4.7% | 173 | +80,197 | 13.02% | Q4 2025 | Jan 08, 2026 |
| CWM, LLC | History | Added to | 688,424 | 45,436 | 0.12% | 0.13% | 174 | +11,531 | 1.7% | Q4 2025 | Jan 26, 2026 |
| FORM Wealth Advisors, LLC | History | New | 687,276 | 45,360 | 5.31% | — | 175 | +687,276 | New | Q4 2025 | Jan 28, 2026 |
| BANK OF NOVA SCOTIA | History | Reduced | 671,000 | 44,286 | 0.07% | 0.12% | 176 | -372,500 | -35.7% | Q4 2025 | Feb 13, 2026 |
| Journey Advisory Group, LLC | History | Reduced | 669,713 | 44,201 | 3.72% | 3.3% | 177 | -14,107 | -2.06% | Q4 2025 | Jan 27, 2026 |
| INTRUST BANK NA | History | Added to | 665,437 | 43,918 | 3.64% | 3.5% | 178 | +20,124 | 3.12% | Q4 2025 | Feb 06, 2026 |
| Nadler Financial Group, Inc. | History | Added to | 663,824 | 43,812 | 4.07% | 4.13% | 179 | +466 | 0.07% | Q4 2025 | Jan 28, 2026 |
| BANK OF STOCKTON | History | Reduced | 661,250 | 43,642 | 12.49% | 13.25% | 180 | -50,944 | -7.15% | Q4 2025 | Jan 21, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 659,305 | 43,514 | 0.62% | 0.51% | 181 | +14,361 | 2.23% | Q4 2025 | Feb 02, 2026 |
| FULTON BREAKEFIELD BROENNIMAN LLC | History | Reduced | 658,261 | 43,445 | 2.74% | 2.78% | 182 | -1,929 | -0.29% | Q4 2025 | Jan 21, 2026 |
| New England Professional Planning Group Inc. | History | Added to | 656,798 | 43,348 | 18.17% | 18.68% | 183 | +13,030 | 2.02% | Q4 2025 | Jan 14, 2026 |
| MainStreet Investment Advisors LLC | History | Reduced | 654,846 | 43,219 | 6.21% | 6.02% | 184 | -31,403 | -4.58% | Q4 2025 | Feb 10, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 652,965 | 43,095 | 0.12% | 0.11% | 185 | +1,970 | 0.3% | Q4 2025 | Feb 17, 2026 |
| American Trust | History | Reduced | 650,123 | 42,908 | 3.61% | 4.36% | 186 | -141,287 | -17.85% | Q4 2025 | Feb 17, 2026 |
| Global Retirement Partners, LLC | History | Added to | 649,474 | 42,865 | 0.76% | 0.88% | 187 | +49,773 | 8.3% | Q4 2025 | Feb 06, 2026 |
| Trilogy Capital Inc. | History | Reduced | 646,325 | 42,657 | 1.91% | 2.35% | 188 | -134,476 | -17.22% | Q4 2025 | Jan 22, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 635,386 | 41,935 | 0.64% | 0.55% | 189 | +126,002 | 24.74% | Q4 2025 | Jan 13, 2026 |
| RTD Financial Advisors, Inc. | History | Reduced | 628,682 | 41,493 | 5.06% | 4.94% | 190 | -1,586 | -0.25% | Q4 2025 | Jan 27, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Reduced | 625,871 | 41,307 | 0.34% | 0.34% | 191 | -6,637 | -1.05% | Q4 2025 | Feb 13, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | Reduced | 612,609 | 40,432 | 4.54% | 4.66% | 192 | -12,350 | -1.98% | Q4 2025 | Jan 22, 2026 |
| Chesley Taft & Associates LLC | History | Added to | 608,201 | 40,141 | 1.58% | 1.66% | 193 | +7,714 | 1.28% | Q4 2025 | Jan 14, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Added to | 607,500 | 40,094 | 1.89% | 2.13% | 194 | +66 | 0.01% | Q4 2025 | Jan 12, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | Added to | 606,624 | 40,037 | 1.97% | 1.97% | 195 | +19,167 | 3.26% | Q4 2025 | Feb 11, 2026 |
| Litman Gregory Wealth Management LLC | History | Reduced | 604,315 | 39,884 | 2.92% | 3.05% | 196 | -24,585 | -3.91% | Q4 2025 | Feb 12, 2026 |
| MASON STREET ADVISORS, LLC | History | New | 289,860 | 39,632 | 3.9% | — | 197 | +289,860 | New | Q4 2025 | Feb 04, 2026 |
| SCS Capital Management LLC | History | Reduced | 593,542 | 39,173 | 0.42% | 0.45% | 198 | -32,511 | -5.19% | Q4 2025 | Feb 10, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Reduced | 587,514 | 38,776 | 0.8% | 0.86% | 199 | -144,823 | -19.78% | Q4 2025 | Feb 05, 2026 |
| Human Investing LLC | History | Added to | 582,099 | 38,418 | 5.43% | 5.38% | 200 | +24,078 | 4.31% | Q4 2025 | Jan 27, 2026 |
| GREENWOOD GEARHART INC | History | Added to | 581,243 | 38,362 | 2.11% | 2.11% | 201 | +20,440 | 3.64% | Q4 2025 | Feb 04, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 580,283 | 38,298 | 0.21% | 0.21% | 202 | +38,670 | 7.14% | Q4 2025 | Feb 03, 2026 |
| Allworth Financial LP | History | New | 578,918 | 38,208 | 0.16% | — | 203 | +578,918 | New | Q4 2025 | Feb 05, 2026 |
| DT Investment Partners, LLC | History | Added to | 575,596 | 37,989 | 3.15% | 3.16% | 204 | +2,854 | 0.5% | Q4 2025 | Feb 10, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Reduced | 572,804 | 37,805 | 0.06% | 0.05% | 205 | -8,123 | -1.4% | Q4 2025 | Feb 17, 2026 |
| YHB Investment Advisors, Inc. | History | Added to | 572,566 | 37,789 | 2.61% | 2.31% | 206 | +88,833 | 18.36% | Q4 2025 | Jan 16, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 562,303 | 37,112 | 0.28% | — | 207 | +562,303 | New | Q4 2025 | Feb 18, 2026 |
| Beaumont Financial Advisors, LLC | History | Reduced | 561,189 | 37,038 | 2.44% | 2.47% | 208 | -4,212 | -0.74% | Q4 2025 | Jan 16, 2026 |
| Fiera Capital Corp | History | Reduced | 560,599 | 36,999 | 0.12% | 0.13% | 209 | -70,759 | -11.21% | Q4 2025 | Feb 11, 2026 |
| Diversified Trust Co | History | Added to | 560,290 | 36,979 | 0.68% | 0.72% | 210 | +5,963 | 1.08% | Q4 2025 | Jan 09, 2026 |
| CJM Wealth Advisers, Ltd. | History | Added to | 555,652 | 36,673 | 10.97% | 11.1% | 211 | +1,981 | 0.36% | Q4 2025 | Jan 23, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 554,057 | 36,567 | 0.22% | 0.24% | 212 | +46,072 | 9.07% | Q4 2025 | Feb 17, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 547,485 | 36,134 | 0.06% | 0.06% | 213 | +36,056 | 7.05% | Q4 2025 | Feb 12, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 542,268 | 35,789 | 2.89% | 2.91% | 214 | +30,356 | 5.93% | Q4 2025 | Feb 12, 2026 |
| FineMark National Bank & Trust | History | Added to | 534,122 | 35,252 | 1.1% | 1.05% | 215 | +40,463 | 8.2% | Q4 2025 | Feb 12, 2026 |
| Voya Financial Advisors, Inc. | History | Reduced | 521,769 | 34,922 | 3.35% | 3.48% | 216 | -32,066 | -5.79% | Q4 2025 | Feb 13, 2026 |
| Hudock, Inc. | History | Added to | 525,921 | 34,710 | 5.11% | 5.18% | 217 | +3,790 | 0.73% | Q4 2025 | Feb 12, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 524,840 | 34,639 | 0.39% | 0.56% | 218 | +25,428 | 5.09% | Q4 2025 | Jan 29, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 522,007 | 34,452 | 0.41% | 0.31% | 219 | -8,515 | -1.61% | Q4 2025 | Feb 13, 2026 |
| BlueStem Wealth Partners, LLC | History | Added to | 519,901 | 34,313 | 3.79% | 3.73% | 220 | +20,255 | 4.05% | Q4 2025 | Feb 06, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 519,658 | 34,297 | 6.24% | 0.52% | 221 | +16,462 | 3.27% | Q4 2025 | Mar 04, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 510,126 | 33,668 | 0.01% | 0.0% | 222 | +32,976 | 6.91% | Q4 2025 | Feb 12, 2026 |
| Callan Family Office, LLC | History | Added to | 509,471 | 33,625 | 0.72% | 0.97% | 223 | +42,543 | 9.11% | Q4 2025 | Feb 12, 2026 |
| Planning Project LLC | History | New | 509,321 | 33,615 | 8.45% | — | 224 | +509,321 | New | Q4 2025 | Feb 12, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 507,503 | 33,495 | 0.12% | 0.12% | 225 | +19,164 | 3.92% | Q4 2025 | Feb 06, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 507,147 | 33,471 | 0.23% | 0.25% | 226 | +49,359 | 10.78% | Q4 2025 | Feb 18, 2026 |
| Robinhood Asset Management, LLC | History | New | 506,215 | 33,410 | 2.66% | — | 227 | +506,215 | New | Q4 2025 | Jan 21, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | Reduced | 499,914 | 32,994 | 0.27% | 0.28% | 228 | -97,450 | -16.31% | Q4 2025 | Feb 17, 2026 |
| Midwest Trust Co | History | Added to | 498,686 | 32,913 | 0.41% | 0.42% | 229 | +9,668 | 1.98% | Q4 2025 | Feb 04, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | Added to | 494,475 | 32,635 | 3.46% | 3.48% | 230 | +14,419 | 3.0% | Q4 2025 | Jan 09, 2026 |
| Coastline Trust Co | History | Added to | 494,326 | 32,625 | 3.07% | 2.59% | 231 | +123,864 | 33.44% | Q4 2025 | Jan 05, 2026 |
| Verde Capital Management | History | Added to | 491,212 | 32,419 | 6.91% | 6.83% | 232 | +18,643 | 3.95% | Q4 2025 | Feb 06, 2026 |
| Urban Financial Advisory Corp | History | Added to | 490,524 | 32,374 | 12.71% | 14.44% | 233 | +15,640 | 3.29% | Q4 2025 | Feb 04, 2026 |
| NewSquare Capital LLC | History | Reduced | 489,537 | 32,309 | 2.85% | 2.67% | 234 | -113,564 | -18.83% | Q4 2025 | Feb 17, 2026 |
| BAR HARBOR WEALTH MANAGEMENT | History | Added to | 487,949 | 32,204 | 1.86% | 1.89% | 235 | +6,390 | 1.33% | Q4 2025 | Jan 22, 2026 |
| Leverty Financial Group, LLC | History | Added to | 487,518 | 32,176 | 7.69% | 8.11% | 236 | +8,806 | 1.84% | Q4 2025 | Jan 09, 2026 |
| COURIER CAPITAL LLC | History | Added to | 486,479 | 32,107 | 1.8% | 1.76% | 237 | +17,070 | 3.64% | Q4 2025 | Jan 29, 2026 |
| ESL Trust Services, LLC | History | Reduced | 485,148 | 32,019 | 6.15% | 8.06% | 238 | -144,107 | -22.9% | Q4 2025 | Feb 10, 2026 |
| EP Wealth Advisors, LLC | History | New | 484,377 | 31,968 | 0.17% | — | 239 | +484,377 | New | Q4 2025 | Feb 18, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Reduced | 481,821 | 31,800 | 0.6% | 0.65% | 240 | -17,231 | -3.45% | Q4 2025 | Feb 10, 2026 |
| Crestwood Advisors Group, LLC | History | Added to | 477,997 | 31,547 | 0.53% | 0.49% | 241 | +39,828 | 9.09% | Q4 2025 | Feb 03, 2026 |
| Shoker Investment Counsel, Inc. | History | Added to | 474,756 | 31,334 | 9.18% | 9.08% | 242 | +3,012 | 0.64% | Q4 2025 | Feb 04, 2026 |
| Drake & Associates, LLC | History | Added to | 472,289 | 31,171 | 6.21% | 5.8% | 243 | +44,789 | 10.48% | Q4 2025 | Feb 23, 2026 |
| Stockman Wealth Management, Inc. | History | Added to | 471,748 | 31,135 | 3.63% | 3.55% | 244 | +33,391 | 7.62% | Q4 2025 | Jan 29, 2026 |
| VICUS CAPITAL | History | Reduced | 466,314 | 30,776 | 2.31% | 3.33% | 245 | -201,618 | -30.19% | Q4 2025 | Jan 22, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 463,624 | 30,712 | 0.05% | 0.05% | 246 | +60,394 | 14.98% | Q4 2025 | Feb 05, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 465,113 | 30,697 | 1.62% | 1.75% | 247 | +34,764 | 8.08% | Q4 2025 | Jan 26, 2026 |
| OLD SECOND NATIONAL BANK OF AURORA | History | Reduced | 464,441 | 30,653 | 6.13% | 6.27% | 248 | -1,868 | -0.4% | Q4 2025 | Jan 27, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 460,086 | 30,365 | 0.33% | 0.32% | 249 | +132,720 | 40.54% | Q4 2025 | Jan 23, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 458,920 | 30,288 | 0.74% | 0.75% | 250 | +17,180 | 3.89% | Q4 2025 | Jan 29, 2026 |
| NewEdge Advisors, LLC | History | Added to | 458,904 | 30,287 | 0.11% | 0.13% | 251 | +31,157 | 7.28% | Q4 2025 | Feb 18, 2026 |
| Brand Asset Management Group, Inc. | History | Added to | 453,070 | 29,902 | 8.36% | 7.85% | 252 | +25,378 | 5.93% | Q4 2025 | Feb 11, 2026 |
| FIRST HORIZON CORP | History | Added to | 453,002 | 29,898 | 1.34% | 1.28% | 253 | +37,187 | 8.94% | Q4 2025 | Jan 27, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 452,892 | 29,890 | 0.4% | 0.26% | 254 | +244,486 | 117.31% | Q4 2025 | Feb 06, 2026 |
| Savant Capital, LLC | History | Added to | 452,471 | 29,863 | 0.17% | 0.18% | 255 | +917 | 0.2% | Q4 2025 | Feb 10, 2026 |
| Advisory Services Network, LLC | History | Added to | 443,722 | 29,285 | 0.41% | 0.3% | 256 | +127,063 | 40.13% | Q4 2025 | Feb 17, 2026 |
| CATALYST FINANCIAL PARTNERS LLC | History | Reduced | 433,842 | 28,633 | 3.19% | 3.5% | 257 | -11,169 | -2.51% | Q4 2025 | Feb 04, 2026 |
| GenWealth Group, Inc. | History | Added to | 415,644 | 28,579 | 4.87% | 4.83% | 258 | +17,832 | 4.48% | Q4 2025 | Jan 12, 2026 |
| Summit Financial, LLC | History | Reduced | 432,744 | 28,561 | 0.42% | 0.44% | 259 | -7,414 | -1.68% | Q4 2025 | Feb 13, 2026 |
| Johnson Financial Group, Inc. | History | Added to | 431,722 | 28,493 | 1.07% | 1.02% | 260 | +15,656 | 3.76% | Q4 2025 | Feb 12, 2026 |
| Arkos Global Advisors | History | Added to | 427,610 | 28,222 | 3.6% | 3.46% | 261 | +10,786 | 2.59% | Q4 2025 | Feb 13, 2026 |
| Arcataur Capital Management LLC | History | Reduced | 427,241 | 28,197 | 8.07% | 8.24% | 262 | -2,348 | -0.55% | Q4 2025 | Jan 27, 2026 |
| Retirement Systems of Alabama | History | No change | 426,513 | 28,149 | 0.09% | 0.09% | 263 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Randolph Co Inc | History | Added to | 425,765 | 28,100 | 2.69% | 2.69% | 264 | +1,040 | 0.24% | Q4 2025 | Feb 11, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Reduced | 425,630 | 28,091 | 4.71% | 4.94% | 265 | -4,305 | -1.0% | Q4 2025 | Feb 10, 2026 |
| Wealth Advisory Solutions, LLC | History | Reduced | 424,197 | 27,996 | 6.53% | 6.71% | 266 | -494 | -0.12% | Q4 2025 | Jan 16, 2026 |
| Mullooly Asset Management, Inc. | History | Added to | 422,431 | 27,880 | 10.2% | 10.24% | 267 | +13,210 | 3.23% | Q4 2025 | Feb 06, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 416,883 | 27,514 | 1.04% | 1.03% | 268 | +8,545 | 2.09% | Q4 2025 | Feb 17, 2026 |
| TRUST CO OF VERMONT | History | Added to | 415,505 | 27,423 | 1.14% | 1.09% | 269 | +30,117 | 7.81% | Q4 2025 | Jan 16, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Added to | 407,935 | 26,923 | 2.9% | 2.73% | 270 | +32,405 | 8.63% | Q4 2025 | Jan 28, 2026 |
| Investments & Financial Planning, LLC | History | Reduced | 404,791 | 26,716 | 14.34% | 14.36% | 271 | -2,506 | -0.62% | Q4 2025 | Feb 23, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 402,604 | 26,571 | 0.15% | 0.12% | 272 | +39,951 | 11.02% | Q4 2025 | Jan 29, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | Added to | 396,964 | 26,560 | 4.2% | 4.3% | 273 | +1,257 | 0.32% | Q4 2025 | Jan 08, 2026 |
| King Wealth Management Group | History | Added to | 400,512 | 26,434 | 3.19% | 3.25% | 274 | +4,350 | 1.1% | Q4 2025 | Feb 09, 2026 |
| 49 WEALTH MANAGEMENT, LLC | History | Added to | 400,466 | 26,430 | 2.15% | 2.13% | 275 | +54,022 | 15.59% | Q4 2025 | Feb 04, 2026 |
| KANAWHA CAPITAL MANAGEMENT LLC | History | Added to | 400,328 | 26,421 | 1.82% | 1.8% | 276 | +677 | 0.17% | Q4 2025 | Jan 28, 2026 |
| Vestwell Advisors, LLC | History | New | 398,371 | 26,292 | 3.88% | — | 277 | +398,371 | New | Q4 2025 | Feb 13, 2026 |
| ALPS ADVISORS INC | History | Added to | 396,432 | 26,164 | 0.15% | 0.14% | 278 | +1,320 | 0.33% | Q4 2025 | Feb 12, 2026 |
| 1ST SOURCE BANK | History | Added to | 393,002 | 25,938 | 1.36% | 1.31% | 279 | +12,280 | 3.23% | Q4 2025 | Feb 05, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Reduced | 386,047 | 25,479 | 0.67% | 0.71% | 280 | -506 | -0.13% | Q4 2025 | Feb 13, 2026 |
| Iowa State Bank | History | Added to | 385,910 | 25,470 | 4.78% | 4.76% | 281 | +2,763 | 0.72% | Q4 2025 | Jan 06, 2026 |
| Twele Capital Management, Inc. | History | Added to | 385,100 | 25,416 | 4.54% | 4.52% | 282 | +9,453 | 2.52% | Q4 2025 | Jan 09, 2026 |
| Ironwood Financial, llc | History | Added to | 367,127 | 25,412 | 4.31% | 4.18% | 283 | +5,480 | 1.52% | Q4 2025 | Jan 15, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | Added to | 383,433 | 25,306 | 0.13% | 0.13% | 284 | +14,135 | 3.83% | Q4 2025 | Jan 13, 2026 |
| Bryant Woods Investment Advisors, LLC | History | Reduced | 383,427 | 25,306 | 9.81% | 9.81% | 285 | -1,049 | -0.27% | Q4 2025 | Jan 23, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 382,443 | 25,241 | 0.46% | 0.52% | 286 | -22,483 | -5.55% | Q4 2025 | Jan 07, 2026 |
| SAVA PENZISKO DRUSHTVO A.D. SKOPJE | History | No change | 381,324 | 25,167 | 8.13% | 8.16% | 287 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 381,272 | 25,163 | 0.31% | 0.31% | 288 | +17,290 | 4.75% | Q4 2025 | Jan 29, 2026 |
| LGL PARTNERS, LLC | History | Reduced | 378,485 | 24,980 | 10.66% | 10.76% | 289 | -8,643 | -2.23% | Q4 2025 | Feb 09, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Added to | 374,881 | 24,742 | 0.27% | 0.21% | 290 | +92,377 | 32.7% | Q4 2025 | Feb 12, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | Added to | 373,184 | 24,630 | 1.42% | 1.92% | 291 | +15,124 | 4.22% | Q4 2025 | Feb 09, 2026 |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | History | Reduced | 372,397 | 24,578 | 3.55% | 3.62% | 292 | -6,151 | -1.62% | Q4 2025 | Feb 06, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 371,839 | 24,541 | 0.01% | 0.01% | 293 | +95,328 | 34.48% | Q4 2025 | Feb 02, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 360,221 | 24,418 | 2.16% | 2.18% | 294 | -7,683 | -2.09% | Q4 2025 | Jan 28, 2026 |
| CHOREO, LLC | History | Reduced | 363,957 | 24,275 | 0.31% | 0.34% | 295 | -32,769 | -8.26% | Q4 2025 | Jan 23, 2026 |
| Apella Capital, LLC | History | Added to | 366,904 | 24,215 | 0.48% | 0.47% | 296 | +38,974 | 11.88% | Q4 2025 | Jan 21, 2026 |
| INSTRUMENTAL WEALTH, LLC | History | Added to | 333,936 | 24,066 | 14.43% | 14.31% | 297 | +17,667 | 5.59% | Q4 2025 | Feb 27, 2026 |
| West Financial Advisors, LLC | History | Reduced | 362,749 | 23,941 | 4.04% | 4.0% | 298 | -7,942 | -2.14% | Q4 2025 | Jan 13, 2026 |
| Sigma Planning Corp | History | Added to | 362,261 | 23,915 | 0.66% | 0.65% | 299 | +11,233 | 3.2% | Q4 2025 | Jan 30, 2026 |
| Wilmington Savings Fund Society, FSB | History | Reduced | 360,552 | 23,796 | 0.56% | 0.58% | 300 | -7,033 | -1.91% | Q4 2025 | Feb 12, 2026 |
| NewEdge Wealth, LLC | History | Added to | 359,696 | 23,739 | 0.27% | 0.16% | 301 | +191,701 | 114.11% | Q4 2025 | Feb 03, 2026 |
| Wealthspire Retirement, LLC | History | Added to | 359,539 | 23,729 | 1.44% | 1.45% | 302 | +12,286 | 3.54% | Q4 2025 | Feb 18, 2026 |
| Argent Trust Co | History | Reduced | 359,400 | 23,720 | 0.81% | 0.84% | 303 | -2,379 | -0.66% | Q4 2025 | Feb 10, 2026 |
| NAN FUNG TRINITY (HK) Ltd | History | No change | 359,000 | 23,694 | 1.88% | 2.34% | 304 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Serenus Wealth Advisors, LLC | History | Added to | 358,886 | 23,686 | 4.59% | 3.86% | 305 | +12,280 | 3.54% | Q4 2025 | Jan 28, 2026 |
| Altus Wealth Management, LLC | History | Added to | 358,366 | 23,652 | 10.2% | 10.21% | 306 | +4,885 | 1.38% | Q4 2025 | Jan 22, 2026 |
| Glenview Trust Co | History | Reduced | 352,104 | 23,238 | 0.36% | 0.37% | 307 | -895 | -0.25% | Q4 2025 | Feb 09, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 349,811 | 23,087 | 0.3% | 0.3% | 308 | -2,169 | -0.62% | Q4 2025 | Feb 05, 2026 |
| Well Done, LLC | History | Added to | 349,562 | 23,071 | 3.45% | 1.03% | 309 | +256,450 | 275.42% | Q4 2025 | Jan 13, 2026 |
| Harbor Group, Inc. | History | Reduced | 349,202 | 23,047 | 3.45% | 3.66% | 310 | -3,581 | -1.02% | Q4 2025 | Jan 12, 2026 |
| LTG Capital LLC | History | Added to | 348,362 | 22,991 | 17.92% | 11.7% | 311 | +120,574 | 52.93% | Q4 2025 | Feb 11, 2026 |
| ANB BANK | History | Reduced | 346,803 | 22,888 | 9.08% | 9.23% | 312 | -1,865 | -0.53% | Q4 2025 | Feb 13, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | Added to | 345,255 | 22,786 | 0.2% | 0.12% | 313 | +136,571 | 65.44% | Q4 2025 | Feb 05, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 342,782 | 22,623 | 0.14% | 0.17% | 314 | -61,788 | -15.27% | Q4 2025 | Jan 29, 2026 |
| BROWN ADVISORY INC | History | Added to | 341,993 | 22,571 | 0.03% | 0.03% | 315 | +7,285 | 2.18% | Q4 2025 | Feb 13, 2026 |
| FSM Wealth Advisors, LLC | History | Added to | 341,804 | 22,559 | 3.09% | 3.04% | 316 | +12,093 | 3.67% | Q4 2025 | Jan 23, 2026 |
| VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | History | Reduced | 339,995 | 22,439 | 6.53% | 6.49% | 317 | -219 | -0.06% | Q4 2025 | Feb 12, 2026 |
| Whitcomb & Hess, Inc. | History | Added to | 323,502 | 22,438 | 5.29% | 5.13% | 318 | +17,768 | 5.81% | Q4 2025 | Jan 14, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 339,773 | 22,425 | 0.84% | 1.32% | 319 | +30,284 | 9.79% | Q4 2025 | Feb 04, 2026 |
| Orin Green Financial, LLC | History | Added to | 334,954 | 22,106 | 8.84% | 8.57% | 320 | +6,582 | 2.0% | Q4 2025 | Feb 06, 2026 |
| ROCKLAND TRUST CO | History | Reduced | 334,156 | 22,054 | 0.87% | 0.92% | 321 | -11,307 | -3.27% | Q4 2025 | Jan 15, 2026 |
| Alpine Bank Wealth Management | History | Reduced | 333,214 | 21,992 | 3.11% | 3.06% | 322 | -463 | -0.14% | Q4 2025 | Jan 15, 2026 |
| CONNING INC. | History | No change | 330,740 | 21,828 | 0.73% | 0.72% | 323 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| CGC Financial Services, LLC | History | Added to | 330,345 | 21,802 | 5.83% | 5.88% | 324 | +3,565 | 1.09% | Q4 2025 | Feb 03, 2026 |
| GLENMEDE TRUST CO NA | History | New | 329,727 | 21,761 | 0.1% | — | 325 | +329,727 | New | Q4 2025 | Feb 17, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 328,581 | 21,686 | 0.46% | 0.5% | 326 | -12,664 | -3.71% | Q4 2025 | Feb 05, 2026 |
| May Hill Capital, LLC | History | Added to | 327,314 | 21,602 | 2.83% | 2.95% | 327 | +173,287 | 112.5% | Q4 2025 | Feb 05, 2026 |
| PROFESSIONAL ADVISORY SERVICES INC | History | Added to | 327,010 | 21,583 | 2.8% | 2.77% | 328 | +1,038 | 0.32% | Q4 2025 | Jan 12, 2026 |
| AlphaCore Capital LLC | History | Added to | 325,662 | 21,493 | 0.48% | 0.23% | 329 | +222,912 | 216.95% | Q4 2025 | Feb 05, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 322,208 | 21,265 | 0.42% | 0.43% | 330 | +2,345 | 0.73% | Q4 2025 | Jan 14, 2026 |
| PACK Private Wealth, LLC | History | Added to | 319,424 | 21,081 | 9.61% | 9.49% | 331 | +10,679 | 3.46% | Q4 2025 | Feb 17, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 319,309 | 21,074 | 0.21% | 0.25% | 332 | -55,924 | -14.9% | Q4 2025 | Feb 13, 2026 |
| PENINSULA ASSET MANAGEMENT INC | History | Reduced | 318,460 | 21,018 | 10.79% | 10.69% | 333 | -755 | -0.24% | Q4 2025 | Feb 12, 2026 |
| Harbour Trust & Investment Management Co | History | Added to | 316,862 | 20,912 | 2.13% | 2.08% | 334 | +8,072 | 2.61% | Q4 2025 | Jan 28, 2026 |
| WASHINGTON TRUST Co | History | Added to | 315,902 | 20,849 | 0.68% | 0.6% | 335 | +33,912 | 12.03% | Q4 2025 | Feb 10, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Added to | 315,635 | 20,831 | 1.43% | 1.54% | 336 | +823 | 0.26% | Q4 2025 | Feb 02, 2026 |
| MONTAG A & ASSOCIATES INC | History | Added to | 315,450 | 20,819 | 0.95% | 0.83% | 337 | +39,860 | 14.46% | Q4 2025 | Feb 02, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 314,867 | 20,781 | 1.0% | 1.15% | 338 | +62,399 | 24.72% | Q4 2025 | Feb 12, 2026 |
| Coyle Financial Counsel LLC | History | Added to | 313,767 | 20,708 | 4.43% | 4.36% | 339 | +23,658 | 8.15% | Q4 2025 | Feb 10, 2026 |
| Covenant Partners, LLC | History | Added to | 313,461 | 20,688 | 6.05% | 0.75% | 340 | +272,993 | 674.59% | Q4 2025 | Jan 26, 2026 |
| LYNCH & ASSOCIATES/IN | History | Added to | 313,152 | 20,668 | 3.91% | 3.87% | 341 | +5,755 | 1.87% | Q4 2025 | Jan 07, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 312,949 | 20,654 | 1.1% | 1.01% | 342 | +40,738 | 14.97% | Q4 2025 | Jan 20, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 307,883 | 20,600 | 0.03% | 0.03% | 343 | -2,246 | -0.72% | Q4 2025 | Jan 15, 2026 |
| CFS Investment Advisory Services, LLC | History | Added to | 311,785 | 20,577 | 1.5% | 1.52% | 344 | +1,959 | 0.63% | Q4 2025 | Feb 10, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 310,653 | 20,503 | 0.17% | 0.15% | 345 | +9,901 | 3.29% | Q4 2025 | Jan 05, 2026 |
| Crescent Grove Advisors, LLC | History | Added to | 308,594 | 20,367 | 1.89% | 1.85% | 346 | +9,395 | 3.14% | Q4 2025 | Feb 11, 2026 |
| Cambridge Advisors Inc. | History | Added to | 308,465 | 20,358 | 3.88% | 3.76% | 347 | +13,279 | 4.5% | Q4 2025 | Jan 21, 2026 |
| Presper Financial Architects, LLC | History | Added to | 308,390 | 20,353 | 11.51% | 11.47% | 348 | +5,357 | 1.77% | Q4 2025 | Feb 05, 2026 |
| BAILARD, INC. | History | Reduced | 307,238 | 20,277 | 0.45% | 0.64% | 349 | -145,297 | -32.11% | Q4 2025 | Feb 04, 2026 |
| MERIDIAN MANAGEMENT CO | History | Added to | 305,357 | 20,153 | 4.99% | 4.98% | 350 | +20,325 | 7.13% | Q4 2025 | Feb 10, 2026 |
| Hilltop Partners LLC | History | Added to | 304,672 | 20,108 | 5.18% | 1.66% | 351 | +219,477 | 257.62% | Q4 2025 | Feb 10, 2026 |
| Atlanta Consulting Group Advisors, LLC | History | Added to | 303,810 | 20,051 | 4.54% | 4.63% | 352 | +13,582 | 4.68% | Q4 2025 | Feb 11, 2026 |
| PKS Advisory Services, LLC | History | Reduced | 300,576 | 19,838 | 4.52% | 4.15% | 353 | -3,620 | -1.19% | Q4 2025 | Feb 02, 2026 |
| Evernest Financial Advisors, LLC | History | Added to | 274,737 | 19,723 | 4.13% | 4.89% | 354 | +7,097 | 2.65% | Q4 2025 | Feb 13, 2026 |
| jvl associates llc | History | Reduced | 298,260 | 19,685 | 6.41% | 6.53% | 355 | -4,164 | -1.38% | Q4 2025 | Jan 09, 2026 |
| Soltis Investment Advisors LLC | History | Reduced | 298,133 | 19,676 | 1.3% | 1.36% | 356 | -4,386 | -1.45% | Q4 2025 | Apr 02, 2026 |
| Madison Asset Management, LLC | History | Added to | 297,331 | 19,623 | 0.23% | 0.2% | 357 | +21,221 | 7.69% | Q4 2025 | Feb 04, 2026 |
| Newton One Investments LLC | History | Reduced | 297,156 | 19,612 | 5.78% | 5.8% | 358 | -3,079 | -1.03% | Q4 2025 | Jan 23, 2026 |
| Asset Management Group, Inc. | History | Added to | 294,865 | 19,461 | 3.15% | 2.96% | 359 | +17,767 | 6.41% | Q4 2025 | Feb 17, 2026 |
| Centerpoint Advisors, LLC | History | Reduced | 294,769 | 19,455 | 5.99% | 6.03% | 360 | -3,238 | -1.09% | Q4 2025 | Feb 13, 2026 |
| LCW Services, LLC | History | New | 294,243 | 19,420 | 10.34% | — | 361 | +294,243 | New | Q4 2025 | Feb 11, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 293,483 | 19,369 | 6.43% | 6.73% | 362 | -10,777 | -3.54% | Q4 2025 | Jan 23, 2026 |
| Dynasty Wealth Management, LLC | History | Added to | 293,295 | 19,357 | 0.19% | 0.25% | 363 | +6,514 | 2.27% | Q4 2025 | Feb 10, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Reduced | 292,127 | 19,280 | 1.08% | 1.25% | 364 | -73,441 | -20.09% | Q4 2025 | Feb 06, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 290,309 | 19,160 | 0.1% | 0.11% | 365 | +4,991 | 1.75% | Q4 2025 | Feb 12, 2026 |
| BURNS J W & CO INC/NY | History | Added to | 290,064 | 19,144 | 2.12% | 2.12% | 366 | +3,169 | 1.1% | Q4 2025 | Jan 12, 2026 |
| Smithfield Trust Co | History | Added to | 289,301 | 19,104 | 0.84% | 0.84% | 367 | +1,522 | 0.53% | Q4 2025 | Feb 09, 2026 |
| Curi Capital, LLC | History | Added to | 288,498 | 19,040 | 0.33% | 0.33% | 368 | +13,379 | 4.86% | Q4 2025 | Feb 17, 2026 |
| Walkner Condon Financial Advisors LLC | History | Added to | 287,218 | 18,955 | 2.63% | 2.37% | 369 | +57,490 | 25.03% | Q4 2025 | Jan 21, 2026 |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | History | Added to | 286,564 | 18,913 | 1.62% | 1.35% | 370 | +144,085 | 101.13% | Q4 2025 | Feb 11, 2026 |
| Trifecta Capital Advisors, LLC | History | Reduced | 286,110 | 18,883 | 2.79% | 2.87% | 371 | -2,724 | -0.94% | Q4 2025 | Jan 30, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Reduced | 284,634 | 18,785 | 0.78% | 0.8% | 372 | -4,870 | -1.68% | Q4 2025 | Feb 09, 2026 |
| Avondale Wealth Management | History | Added to | 283,468 | 18,708 | 9.62% | 9.59% | 373 | +7,739 | 2.81% | Q4 2025 | Feb 17, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | Added to | 280,904 | 18,540 | 1.46% | 1.55% | 374 | +15,399 | 5.8% | Q4 2025 | Jan 28, 2026 |
| IFG Advisors, LLC | History | Added to | 280,395 | 18,506 | 3.08% | 2.82% | 375 | +15,817 | 5.98% | Q4 2025 | Jan 13, 2026 |
| Arkadios Wealth Advisors | History | Added to | 280,311 | 18,500 | 0.36% | 0.37% | 376 | +42,632 | 17.94% | Q4 2025 | Feb 13, 2026 |
| FIRST NATIONAL TRUST CO | History | Added to | 278,825 | 18,402 | 0.61% | 0.62% | 377 | +2,060 | 0.74% | Q4 2025 | Feb 09, 2026 |
| Kopp Family Office, LLC | History | Added to | 278,499 | 18,380 | 11.73% | 7.83% | 378 | +94,206 | 51.12% | Q4 2025 | Jan 12, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 278,467 | 18,378 | 0.33% | 0.38% | 379 | -10,201 | -3.53% | Q4 2025 | Jan 16, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | New | 276,814 | 18,269 | 0.03% | — | 380 | +276,814 | New | Q4 2025 | Feb 17, 2026 |
| Platt Investment Counsel, LLC | History | Added to | 276,228 | 18,231 | 13.47% | 14.08% | 381 | +2,223 | 0.81% | Q4 2025 | Jan 07, 2026 |
| Triangle Securities Wealth Management | History | Added to | 276,767 | 18,169 | 3.83% | 1.94% | 382 | +145,707 | 111.18% | Q4 2025 | Jan 13, 2026 |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | History | Added to | 275,114 | 18,157 | 1.34% | 1.22% | 383 | +1,141 | 0.42% | Q4 2025 | Jan 23, 2026 |
| MARINO, STRAM & ASSOCIATES LLC | History | Reduced | 273,040 | 18,020 | 3.26% | 3.3% | 384 | -8,499 | -3.02% | Q4 2025 | Jan 16, 2026 |
| Kelman-Lazarov, Inc. | History | Added to | 272,798 | 18,004 | 2.57% | 2.57% | 385 | +7,502 | 2.83% | Q4 2025 | Jan 26, 2026 |
| CITIGROUP INC | History | Reduced | 271,900 | 17,945 | 0.01% | 0.01% | 386 | -166,559 | -37.99% | Q4 2025 | Feb 13, 2026 |
| Clarity Wealth Advisors, LLC | History | Added to | 271,294 | 17,905 | 3.65% | 3.75% | 387 | +10,229 | 3.92% | Q4 2025 | Jan 23, 2026 |
| BostonPremier Wealth LLC | History | Added to | 270,849 | 17,876 | 9.16% | 8.28% | 388 | +15,270 | 5.97% | Q4 2025 | Jan 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 269,807 | 17,807 | 0.01% | 0.01% | 389 | +65,753 | 32.22% | Q4 2025 | Feb 17, 2026 |
| Core Wealth Advisors, Inc. | History | Added to | 269,144 | 17,763 | 4.61% | 4.34% | 390 | +14,002 | 5.49% | Q4 2025 | Feb 17, 2026 |
| Holland Advisory Services, Inc. | History | Added to | 267,813 | 17,675 | 23.85% | 23.56% | 391 | +4,986 | 1.9% | Q4 2025 | Jan 12, 2026 |
| Richardson Capital Management LLC | History | Reduced | 264,928 | 17,485 | 8.77% | 9.04% | 392 | -26,673 | -9.15% | Q4 2025 | Jan 30, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Added to | 263,897 | 17,417 | 1.75% | 1.78% | 393 | +2,026 | 0.77% | Q4 2025 | Jan 27, 2026 |
| Simmons Bank | History | Reduced | 263,605 | 17,397 | 1.16% | 1.17% | 394 | -6,045 | -2.24% | Q4 2025 | Feb 05, 2026 |
| Accretive Wealth Partners, LLC | History | Added to | 261,734 | 17,274 | 5.13% | 5.15% | 395 | +3,015 | 1.17% | Q4 2025 | Jan 28, 2026 |
| IHT Wealth Management, LLC | History | Added to | 261,663 | 17,270 | 0.42% | 0.42% | 396 | +4,792 | 1.87% | Q4 2025 | Feb 17, 2026 |
| BURKETT FINANCIAL SERVICES, LLC | History | Added to | 261,021 | 17,227 | 5.88% | 5.76% | 397 | +4,798 | 1.87% | Q4 2025 | Jan 05, 2026 |
| NOTTINGHAM ADVISORS, INC. | History | Reduced | 259,742 | 17,142 | 2.39% | 2.46% | 398 | -12,079 | -4.44% | Q4 2025 | Jan 26, 2026 |
| CITIZENS & NORTHERN CORP | History | Added to | 258,672 | 17,072 | 4.23% | 4.18% | 399 | +357 | 0.14% | Q4 2025 | Jan 28, 2026 |
| NORRIS PERNE & FRENCH LLP/MI | History | Added to | 258,487 | 17,060 | 1.13% | 1.12% | 400 | +10,125 | 4.08% | Q4 2025 | Jan 23, 2026 |
| CIM INVESTMENT MANAGEMENT INC | History | Added to | 258,229 | 17,043 | 4.46% | 4.54% | 401 | +2,040 | 0.8% | Q4 2025 | Feb 17, 2026 |
| NEW ENGLAND ASSET MANAGEMENT INC | History | Added to | 257,375 | 16,986 | 2.22% | 2.05% | 402 | +16,690 | 6.93% | Q4 2025 | Feb 17, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 256,759 | 16,946 | 0.01% | 0.02% | 403 | -273,356 | -51.57% | Q4 2025 | Feb 10, 2026 |
| SMITH, MOORE & CO. | History | Added to | 255,607 | 16,870 | 1.28% | 1.23% | 404 | +9,663 | 3.93% | Q4 2025 | Jan 23, 2026 |
| Guardian Wealth Advisors, LLC | History | Added to | 255,053 | 16,833 | 9.49% | 9.36% | 405 | +2,070 | 0.82% | Q4 2025 | Feb 02, 2026 |
| CBM Financial, LLC | History | New | 234,672 | 16,818 | 11.42% | — | 406 | +234,672 | New | Q4 2025 | Feb 19, 2026 |
| CAPE ANN SAVINGS BANK | History | Added to | 253,578 | 16,736 | 8.59% | 8.66% | 407 | +5,116 | 2.06% | Q4 2025 | Jan 28, 2026 |
| PITTENGER & ANDERSON INC | History | Added to | 250,205 | 16,513 | 0.64% | 0.51% | 408 | +35,789 | 16.69% | Q4 2025 | Feb 02, 2026 |
| Guidance Point Advisors, LLC | History | Added to | 249,719 | 16,485 | 3.82% | 3.69% | 409 | +15,266 | 6.51% | Q4 2025 | Feb 11, 2026 |
| Windsor Capital Management, LLC | History | Added to | 249,501 | 16,467 | 4.55% | 4.47% | 410 | +1,464 | 0.59% | Q4 2025 | Jan 15, 2026 |
| Eley Financial Management, Inc | History | Added to | 249,281 | 16,452 | 5.91% | 5.71% | 411 | +6,245 | 2.57% | Q4 2025 | Feb 12, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Added to | 248,499 | 16,400 | 1.28% | 1.28% | 412 | +6,815 | 2.82% | Q4 2025 | Jan 23, 2026 |
| CONSILIO WEALTH ADVISORS, LLC | History | New | 246,473 | 16,267 | 4.76% | — | 413 | +246,473 | New | Q4 2025 | Mar 19, 2026 |
| Argent Advisors, Inc. | History | Added to | 243,732 | 16,086 | 4.49% | 4.57% | 414 | +6,393 | 2.69% | Q4 2025 | Feb 11, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | Added to | 243,060 | 16,041 | 1.17% | 0.97% | 415 | +52,471 | 27.53% | Q4 2025 | Feb 09, 2026 |
| Mechanics Financial Corp | History | Added to | 242,097 | 15,978 | 5.9% | 5.94% | 416 | +1,780 | 0.74% | Q4 2025 | Jan 22, 2026 |
| Advisors Capital Management, LLC | History | Added to | 240,748 | 15,889 | 0.19% | 0.18% | 417 | +12,074 | 5.28% | Q4 2025 | Jan 29, 2026 |
| ACIMA PRIVATE WEALTH, LLC | History | Reduced | 240,088 | 15,845 | 4.92% | 5.77% | 418 | -42,146 | -14.93% | Q4 2025 | Jan 15, 2026 |
| Ancora Advisors LLC | History | Added to | 239,260 | 15,791 | 0.33% | 0.29% | 419 | +17,898 | 8.09% | Q4 2025 | Feb 17, 2026 |
| CoreCap Advisors, LLC | History | Added to | 239,214 | 15,788 | 0.55% | 0.56% | 420 | +3,418 | 1.45% | Q4 2025 | Jan 13, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Added to | 236,851 | 15,749 | 0.47% | 0.3% | 421 | +162,804 | 219.87% | Q4 2025 | Feb 13, 2026 |
| Quantinno Capital Management LP | History | Added to | 237,990 | 15,707 | 0.03% | 0.03% | 422 | +58,863 | 32.86% | Q4 2025 | Feb 17, 2026 |
| Hubbell Strickland Wealth Management, LLC | History | Added to | 237,459 | 15,672 | 6.31% | 6.31% | 423 | +2,408 | 1.02% | Q4 2025 | Jan 20, 2026 |
| EQUITABLE TRUST CO | History | Reduced | 237,200 | 15,655 | 0.7% | 0.74% | 424 | -11,101 | -4.47% | Q4 2025 | Feb 02, 2026 |
| SWS Partners | History | Added to | 234,134 | 15,452 | 3.73% | 3.63% | 425 | +6,521 | 2.86% | Q4 2025 | Jan 16, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | Reduced | 233,379 | 15,403 | 2.61% | 2.83% | 426 | -19,908 | -7.86% | Q4 2025 | Jan 27, 2026 |
| Southeast Asset Advisors, LLC | History | Reduced | 231,933 | 15,307 | 1.45% | 1.72% | 427 | -9,441 | -3.91% | Q4 2025 | Feb 13, 2026 |
| Ironwood Wealth Management, LLC. | History | Added to | 231,495 | 15,278 | 4.49% | 4.18% | 428 | +40,503 | 21.21% | Q4 2025 | Feb 02, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 231,404 | 15,273 | 0.7% | 0.69% | 429 | +4,532 | 2.0% | Q4 2025 | Feb 13, 2026 |
| IronBridge Private Wealth, LLC | History | No change | 232,752 | 15,189 | 4.81% | 4.79% | 430 | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| MKD WEALTH COACHES, LLC | History | Reduced | 229,801 | 15,166 | 15.16% | 15.17% | 431 | -3,508 | -1.5% | Q4 2025 | Jan 12, 2026 |
| PDS Planning, Inc | History | Added to | 228,687 | 15,093 | 1.01% | 1.02% | 432 | +1,778 | 0.78% | Q4 2025 | Jan 26, 2026 |
| Winthrop Advisory Group LLC | History | Added to | 228,413 | 15,075 | 1.28% | 1.12% | 433 | +32,893 | 16.82% | Q4 2025 | Jan 21, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 227,303 | 15,002 | 0.11% | 0.11% | 434 | +18,630 | 8.93% | Q4 2025 | Feb 12, 2026 |
| Pacific Center for Financial Services | History | No change | 229,635 | 14,985 | 3.82% | 3.82% | 435 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 225,084 | 14,855 | 0.06% | 0.1% | 436 | -148,858 | -39.81% | Q4 2025 | Feb 12, 2026 |
| Colonial Trust Advisors | History | Added to | 224,810 | 14,837 | 1.12% | 1.12% | 437 | +2,430 | 1.09% | Q4 2025 | Feb 12, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | Reduced | 224,149 | 14,793 | 3.67% | 4.75% | 438 | -59,309 | -20.92% | Q4 2025 | Jan 27, 2026 |
| Aznar Financial Advisors, LLC | History | New | 224,097 | 14,790 | 14.21% | — | 439 | +224,097 | New | Q4 2025 | Feb 19, 2026 |
| Marietta Wealth Management, LLC | History | Reduced | 223,688 | 14,763 | 1.71% | 1.8% | 440 | -1,792 | -0.79% | Q4 2025 | Jan 28, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 223,573 | 14,755 | 0.02% | 0.03% | 441 | -690 | -0.31% | Q4 2025 | Feb 10, 2026 |
| Apollon Financial, LLC | History | Added to | 222,853 | 14,708 | 2.14% | 2.34% | 442 | +7,101 | 3.29% | Q4 2025 | Jan 22, 2026 |
| ENCOMPASS WEALTH ADVISORS, LLC | History | Added to | 222,211 | 14,665 | 4.99% | 4.78% | 443 | +7,185 | 3.34% | Q4 2025 | Jan 22, 2026 |
| River Street Advisors LLC | History | Added to | 222,120 | 14,659 | 5.49% | 5.58% | 444 | +1,542 | 0.7% | Q4 2025 | Jan 26, 2026 |
| Campion Asset Management | History | Added to | 222,068 | 14,656 | 10.17% | 8.58% | 445 | +36,929 | 19.95% | Q4 2025 | Feb 17, 2026 |
| DIVERSIFIED MANAGEMENT INC | History | New | 221,919 | 14,646 | 3.42% | — | 446 | +221,919 | New | Q4 2025 | Jan 26, 2026 |
| IFP Advisors, Inc | History | Added to | 220,898 | 14,579 | 0.33% | 0.34% | 447 | +18,628 | 9.21% | Q4 2025 | Feb 06, 2026 |
| Towercrest Capital Management | History | Added to | 220,094 | 14,528 | 2.29% | 2.25% | 448 | +5,242 | 2.44% | Q4 2025 | Jan 21, 2026 |
| COMMERCE BANK | History | Added to | 219,158 | 14,464 | 0.08% | 0.06% | 449 | +57,412 | 35.5% | Q4 2025 | Feb 13, 2026 |
| Western Wealth Management, LLC | History | Added to | 218,441 | 14,417 | 0.66% | 0.73% | 450 | +5,661 | 2.66% | Q4 2025 | Feb 05, 2026 |
| FORBES J M & CO LLP | History | Added to | 216,846 | 14,311 | 1.16% | 1.16% | 451 | +2,889 | 1.35% | Q4 2025 | Jan 21, 2026 |
| SageView Advisory Group, LLC | History | Added to | 214,750 | 14,173 | 0.48% | 0.4% | 452 | +36,788 | 20.67% | Q4 2025 | Feb 17, 2026 |
| KFA Private Wealth Group, LLC | History | Added to | 213,499 | 14,090 | 3.43% | 3.69% | 453 | +15,554 | 7.86% | Q4 2025 | Jan 07, 2026 |
| Kovitz Investment Group Partners, LLC | History | Reduced | 211,826 | 13,980 | 0.31% | 0.15% | 454 | -387,670 | -64.67% | Q4 2025 | Feb 20, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 211,713 | 13,973 | 0.49% | 0.53% | 455 | +2,306 | 1.1% | Q4 2025 | Feb 04, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 211,000 | 13,926 | 0.0% | 0.0% | 456 | -41,700 | -16.5% | Q4 2025 | Feb 17, 2026 |
| St. Louis Trust Co | History | Added to | 209,838 | 13,849 | 1.59% | 1.1% | 457 | +75,000 | 55.62% | Q4 2025 | Feb 09, 2026 |
| Neumann Capital Management, LLC | History | Added to | 209,618 | 13,834 | 4.0% | 3.98% | 458 | +1,070 | 0.51% | Q4 2025 | Jan 14, 2026 |
| American Financial Advisors, LLC | History | Reduced | 207,824 | 13,716 | 1.77% | 1.82% | 459 | -8,401 | -3.89% | Q4 2025 | Feb 03, 2026 |
| Highview Capital Management LLC/DE/ | History | Added to | 207,718 | 13,709 | 4.84% | 4.94% | 460 | +1,930 | 0.94% | Q4 2025 | Jan 27, 2026 |
| Fairway Wealth LLC | History | Added to | 206,799 | 13,648 | 3.68% | 3.64% | 461 | +7,813 | 3.93% | Q4 2025 | Jan 28, 2026 |
| Per Stirling Capital Management, LLC. | History | Reduced | 206,475 | 13,627 | 1.53% | 1.61% | 462 | -257 | -0.12% | Q4 2025 | Feb 17, 2026 |
| Gallagher Capital Advisors, LLC | History | Reduced | 206,458 | 13,626 | 8.8% | 9.54% | 463 | -30,816 | -12.99% | Q4 2025 | Feb 12, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 206,056 | 13,599 | 0.6% | 0.62% | 464 | -19,354 | -8.59% | Q4 2025 | Feb 17, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | Reduced | 204,707 | 13,510 | 0.96% | 0.93% | 465 | -7,656 | -3.61% | Q4 2025 | Jan 14, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Reduced | 203,855 | 13,454 | 0.22% | 0.32% | 466 | -84,344 | -29.27% | Q4 2025 | Jan 28, 2026 |
| Hopwood Financial Services, Inc. | History | Added to | 203,778 | 13,449 | 9.47% | 8.63% | 467 | +5,923 | 2.99% | Q4 2025 | Jan 16, 2026 |
| Capital Investment Counsel, LLC | History | Added to | 201,880 | 13,324 | 1.85% | 1.9% | 468 | +4,164 | 2.11% | Q4 2025 | Feb 02, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 201,258 | 13,283 | 0.35% | 0.39% | 469 | +1,597 | 0.8% | Q4 2025 | Feb 02, 2026 |
| Panoramic Capital Partners, LLC | History | Added to | 201,082 | 13,271 | 8.14% | 8.2% | 470 | +5,447 | 2.78% | Q4 2025 | Jan 07, 2026 |
| BEACON FINANCIAL PLANNING, INC | History | Added to | 199,473 | 13,165 | 6.35% | 6.71% | 471 | +868 | 0.44% | Q4 2025 | Jan 22, 2026 |
| First Bank & Trust | History | Reduced | 199,158 | 13,144 | 2.14% | 2.19% | 472 | -65 | -0.03% | Q4 2025 | Jan 12, 2026 |
| Riverpoint Wealth Management Holdings, LLC | History | Reduced | 198,997 | 13,133 | 2.82% | 2.86% | 473 | -406 | -0.2% | Q4 2025 | Feb 10, 2026 |
| Composition Wealth, LLC | History | Reduced | 196,861 | 12,992 | 0.19% | 0.21% | 474 | -13,936 | -6.61% | Q4 2025 | Feb 02, 2026 |
| Parallel Advisors, LLC | History | Added to | 196,209 | 12,959 | 0.24% | 0.23% | 475 | +5,477 | 2.87% | Q4 2025 | Feb 11, 2026 |
| Omega Financial Group, LLC | History | Added to | 195,083 | 12,875 | 4.24% | 4.13% | 476 | +3,773 | 1.97% | Q4 2025 | Jan 28, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 194,413 | 12,831 | 0.04% | 0.02% | 477 | +96,673 | 98.91% | Q4 2025 | Feb 13, 2026 |
| Madison Wealth Partners, Inc | History | Added to | 193,848 | 12,793 | 2.33% | 2.47% | 478 | +2,233 | 1.17% | Q4 2025 | Feb 10, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 193,590 | 12,776 | 0.39% | 0.41% | 479 | -14,183 | -6.83% | Q4 2025 | Feb 11, 2026 |
| GFS Advisors, LLC | History | Reduced | 193,449 | 12,767 | 1.52% | 1.64% | 480 | -3,610 | -1.83% | Q4 2025 | Feb 11, 2026 |
| First Western Trust Bank | History | Reduced | 193,352 | 12,761 | 0.63% | 0.59% | 481 | -4,941 | -2.49% | Q4 2025 | Feb 12, 2026 |
| Sterling Investment Counsel, LLC | History | Added to | 192,716 | 12,719 | 3.64% | 4.01% | 482 | +1,227 | 0.64% | Q4 2025 | Jan 27, 2026 |
| Finley Financial, LLC | History | Added to | 192,517 | 12,706 | 5.82% | 5.74% | 483 | +2,430 | 1.28% | Q4 2025 | Jan 21, 2026 |
| PROFFITT & GOODSON INC | History | Added to | 192,124 | 12,680 | 1.77% | 1.72% | 484 | +8,637 | 4.71% | Q4 2025 | Jan 27, 2026 |
| LITTLE HOUSE CAPITAL LLC | History | Reduced | 191,537 | 12,641 | 3.17% | 3.07% | 485 | -13,411 | -6.54% | Q4 2025 | Feb 06, 2026 |
| AAF Wealth Management, LLC | History | Added to | 191,249 | 12,622 | 5.32% | 5.49% | 486 | +5,407 | 2.91% | Q4 2025 | Feb 06, 2026 |
| Tower Wealth Partners, Inc. | History | Reduced | 191,049 | 12,609 | 6.93% | 9.08% | 487 | -62,266 | -24.58% | Q4 2025 | Jan 16, 2026 |
| Alliance Private Wealth, LLC | History | New | 181,274 | 12,576 | 4.37% | — | 488 | +181,274 | New | Q4 2025 | Feb 13, 2026 |
| Align Financial, LLC | History | New | 12,540 | 12,540 | 0.01% | — | 489 | +12,540 | New | Q4 2025 | Feb 17, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Added to | 189,185 | 12,486 | 0.03% | 0.01% | 490 | +101,474 | 115.69% | Q4 2025 | Feb 13, 2026 |
| Hardy Reed LLC | History | Added to | 189,162 | 12,484 | 0.89% | 0.91% | 491 | +385 | 0.2% | Q4 2025 | Feb 06, 2026 |
| Wescott Financial Advisory Group, LLC | History | Added to | 188,223 | 12,422 | 1.08% | 0.98% | 492 | +20,294 | 12.08% | Q4 2025 | Feb 12, 2026 |
| StrongBox Wealth, LLC | History | Added to | 187,127 | 12,350 | 4.06% | 3.42% | 493 | +32,334 | 20.89% | Q4 2025 | Jan 21, 2026 |
| Telos Capital Management, Inc. | History | Added to | 185,760 | 12,260 | 1.14% | 1.13% | 494 | +5,663 | 3.14% | Q4 2025 | Jan 22, 2026 |
| Asset Allocation Strategies LLC | History | Added to | 185,041 | 12,212 | 2.26% | 1.83% | 495 | +43,194 | 30.45% | Q4 2025 | Feb 13, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 184,927 | 12,205 | 0.39% | 0.37% | 496 | -9,075 | -4.68% | Q4 2025 | Jan 09, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 183,081 | 12,083 | 0.01% | 0.01% | 497 | +40,251 | 28.18% | Q4 2025 | Feb 13, 2026 |
| Private Advisory Group LLC | History | Added to | 182,907 | 12,071 | 0.95% | 0.94% | 498 | +7,018 | 3.99% | Q4 2025 | Jan 15, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Added to | 182,707 | 12,058 | 0.53% | 0.52% | 499 | +6,000 | 3.4% | Q4 2025 | Jan 29, 2026 |
| Montecito Bank & Trust | History | Reduced | 182,328 | 12,033 | 1.92% | 1.89% | 500 | -4,051 | -2.17% | Q4 2025 | Jan 09, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Added to | 182,284 | 12,030 | 0.9% | 0.93% | 501 | +111 | 0.06% | Q4 2025 | Feb 04, 2026 |
| Carroll Advisory Group, LLC | History | New | 181,517 | 11,980 | 5.18% | — | 502 | +181,517 | New | Q4 2025 | Feb 09, 2026 |
| TD ASSET MANAGEMENT INC | History | Reduced | 181,462 | 11,976 | 0.01% | 0.01% | 503 | -3,096 | -1.68% | Q4 2025 | Feb 10, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 181,308 | 11,966 | 0.13% | 0.14% | 504 | +483 | 0.27% | Q4 2025 | Feb 06, 2026 |
| IFG Advisory, LLC | History | Added to | 180,903 | 11,939 | 0.52% | 0.53% | 505 | +1,891 | 1.06% | Q4 2025 | Feb 10, 2026 |
| FFT WEALTH MANAGEMENT LLC | History | Reduced | 180,588 | 11,918 | 2.27% | 2.38% | 506 | -18,309 | -9.21% | Q4 2025 | Feb 09, 2026 |
| AMG National Trust Bank | History | Reduced | 179,950 | 11,876 | 0.28% | 0.29% | 507 | -516 | -0.29% | Q4 2025 | Jan 30, 2026 |
| HB Wealth Management, LLC | History | Reduced | 179,370 | 11,838 | 0.08% | 0.08% | 508 | -7,082 | -3.8% | Q4 2025 | Jan 28, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Reduced | 178,866 | 11,805 | 0.28% | 0.29% | 509 | -182 | -0.1% | Q4 2025 | Feb 03, 2026 |
| Townsend Financial Planning, LLC | History | New | 178,486 | 11,780 | 11.79% | — | 510 | +178,486 | New | Q4 2025 | Feb 17, 2026 |
| SoundView Advisors Inc. | History | New | 176,978 | 11,680 | 4.07% | — | 511 | +176,978 | New | Q4 2025 | Feb 06, 2026 |
| Capital Analysts, LLC | History | Reduced | 175,486 | 11,582 | 0.35% | 0.37% | 512 | -20,113 | -10.28% | Q4 2025 | Feb 11, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 174,801 | 11,536 | 0.23% | 0.16% | 513 | +50,535 | 40.67% | Q4 2025 | Feb 05, 2026 |
| RFG - Bristol Wealth Advisors, LLC | History | Added to | 173,727 | 11,466 | 3.19% | 3.11% | 514 | +8,658 | 5.25% | Q4 2025 | Jan 23, 2026 |
| MTC Wealth Management LLC | History | Reduced | 173,047 | 11,421 | 5.36% | 5.34% | 515 | -2,708 | -1.54% | Q4 2025 | Jan 15, 2026 |
| MATRIX PRIVATE CAPITAL GROUP LLC | History | Added to | 172,042 | 11,354 | 5.76% | 5.69% | 516 | +7,576 | 4.61% | Q4 2025 | Feb 17, 2026 |
| TOMPKINS FINANCIAL CORP | History | Reduced | 171,442 | 11,315 | 0.88% | 0.95% | 517 | -3,425 | -1.96% | Q4 2025 | Jan 08, 2026 |
| Waldron Private Wealth LLC | History | Reduced | 170,091 | 11,226 | 0.44% | 0.47% | 518 | -8,889 | -4.97% | Q4 2025 | Jan 14, 2026 |
| EASTERN BANK | History | Added to | 169,955 | 11,217 | 0.19% | 0.15% | 519 | +39,356 | 30.13% | Q4 2025 | Jan 14, 2026 |
| Idaho Trust Co | History | Added to | 169,247 | 11,170 | 3.7% | 3.71% | 520 | +292 | 0.17% | Q4 2025 | Feb 05, 2026 |
| Partnership Wealth Management, LLC | History | Added to | 168,875 | 11,145 | 8.02% | 8.44% | 521 | +964 | 0.57% | Q4 2025 | Jan 09, 2026 |
| Affiance Financial, LLC | History | Reduced | 168,475 | 11,119 | 1.79% | 2.02% | 522 | -1,551 | -0.91% | Q4 2025 | Jan 21, 2026 |
| DAVENPORT & Co LLC | History | Added to | 167,510 | 11,055 | 0.06% | 0.06% | 523 | +6,553 | 4.07% | Q4 2025 | Jan 12, 2026 |
| PCA Investment Advisory Services Inc. | History | Added to | 166,961 | 11,048 | 3.86% | 3.84% | 524 | +8,466 | 5.34% | Q4 2025 | Feb 10, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 167,176 | 11,033 | 0.52% | 0.42% | 525 | +19,934 | 13.54% | Q4 2025 | Jan 21, 2026 |
| JSF Financial, LLC | History | Reduced | 167,106 | 11,028 | 2.29% | 2.42% | 526 | -156 | -0.09% | Q4 2025 | Feb 04, 2026 |
| Rochester Wealth Strategies, LLC | History | Added to | 166,472 | 10,987 | 6.9% | 6.93% | 527 | +4,076 | 2.51% | Q4 2025 | Jan 15, 2026 |
| Rice Partnership, LLC | History | Added to | 165,621 | 10,930 | 1.48% | 1.4% | 528 | +14,442 | 9.55% | Q4 2025 | Feb 10, 2026 |
| Sandbox Financial Partners, LLC | History | Added to | 164,938 | 10,885 | 3.01% | 2.91% | 529 | +9,173 | 5.89% | Q4 2025 | Jan 07, 2026 |
| Petix & Botte Co | History | Reduced | 164,751 | 10,873 | 2.47% | 2.76% | 530 | -18,355 | -10.02% | Q4 2025 | Feb 05, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 164,593 | 10,863 | 0.36% | 0.35% | 531 | +9,042 | 5.81% | Q4 2025 | Feb 13, 2026 |
| TECTONIC ADVISORS LLC | History | Added to | 164,469 | 10,854 | 0.57% | 0.55% | 532 | +10,102 | 6.54% | Q4 2025 | Jan 23, 2026 |
| VANGUARD GROUP INC | History | Added to | 164,394 | 10,850 | 0.0% | 0.0% | 533 | +1,213 | 0.74% | Q4 2025 | Jan 29, 2026 |
| CX Institutional | History | Added to | 164,147 | 10,834 | 0.32% | 0.32% | 534 | +3,980 | 2.48% | Q4 2025 | Feb 02, 2026 |
| IFS Advisors, LLC | History | Added to | 163,955 | 10,821 | 5.62% | 6.18% | 535 | +2,143 | 1.32% | Q4 2025 | Jan 09, 2026 |
| Econ Financial Services Corp | History | Reduced | 163,878 | 10,815 | 5.42% | 5.35% | 536 | -651 | -0.4% | Q4 2025 | Jan 15, 2026 |
| Community Bank, N.A. | History | Reduced | 163,605 | 10,797 | 1.28% | 1.29% | 537 | -158 | -0.1% | Q4 2025 | Feb 04, 2026 |
| Carr Financial Group Corp | History | Reduced | 162,812 | 10,745 | 2.86% | 2.96% | 538 | -2,426 | -1.47% | Q4 2025 | Jan 09, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Added to | 162,578 | 10,730 | 1.31% | 1.3% | 539 | +8,562 | 5.56% | Q4 2025 | Jan 07, 2026 |
| Vision Capital Management, Inc. | History | Reduced | 162,482 | 10,723 | 1.29% | 1.36% | 540 | -7,015 | -4.14% | Q4 2025 | Jan 27, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 162,170 | 10,703 | 0.22% | 0.37% | 541 | -81,219 | -33.37% | Q4 2025 | Feb 03, 2026 |
| TruWealth Advisors, LLC | History | Added to | 161,710 | 10,672 | 0.52% | 0.52% | 542 | +3,794 | 2.4% | Q4 2025 | Jan 07, 2026 |
| Certified Advisory Corp | History | Reduced | 160,908 | 10,619 | 0.97% | 1.01% | 543 | -2,033 | -1.25% | Q4 2025 | Jan 12, 2026 |
| Rossmore Private Capital | History | Added to | 160,501 | 10,593 | 0.94% | 1.02% | 544 | +15,374 | 10.59% | Q4 2025 | Feb 05, 2026 |
| Affinity Capital Advisors, LLC | History | Added to | 160,434 | 10,588 | 1.47% | 1.47% | 545 | +14,041 | 9.59% | Q4 2025 | Jan 09, 2026 |
| UNION SAVINGS BANK | History | New | 160,393 | 10,585 | 4.59% | — | 546 | +160,393 | New | Q4 2025 | Mar 06, 2026 |
| Caldwell Trust Co | History | Added to | 160,155 | 10,570 | 0.94% | 0.88% | 547 | +16,559 | 11.53% | Q4 2025 | Jan 30, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 160,004 | 10,560 | 0.06% | 0.05% | 548 | +28,325 | 21.51% | Q4 2025 | Feb 11, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 159,900 | 10,553 | 0.02% | 0.03% | 549 | -9,180 | -5.43% | Q4 2025 | Feb 17, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Reduced | 159,844 | 10,549 | 0.22% | 0.24% | 550 | -11,721 | -6.83% | Q4 2025 | Feb 18, 2026 |
| Lee-Kelleher Wealth Management | History | Added to | 159,187 | 10,506 | 6.27% | 6.1% | 551 | +7,502 | 4.95% | Q4 2025 | Jan 14, 2026 |
| Ellis Investment Partners, LLC | History | Added to | 158,515 | 10,462 | 1.82% | 1.85% | 552 | +1,728 | 1.1% | Q4 2025 | Feb 02, 2026 |
| Global Wealth Management Investment Advisory, Inc. | History | Added to | 158,028 | 10,429 | 1.67% | 1.64% | 553 | +8,172 | 5.45% | Q4 2025 | Feb 04, 2026 |
| COLTON GROOME FINANCIAL ADVISORS, LLC | History | Added to | 157,103 | 10,368 | 2.97% | 2.94% | 554 | +10,505 | 7.17% | Q4 2025 | Feb 10, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 156,637 | 10,338 | 0.15% | 0.15% | 555 | +1,972 | 1.28% | Q4 2025 | Feb 09, 2026 |
| YANKCOM Partnership | History | Added to | 155,192 | 10,242 | 4.35% | 4.4% | 556 | +5,549 | 3.71% | Q4 2025 | Jan 20, 2026 |
| COMMON FUND FOR NONPROFIT ORGANIZATIONS | History | Added to | 154,589 | 10,202 | 0.83% | 0.86% | 557 | +763 | 0.5% | Q4 2025 | Feb 17, 2026 |
| 1 NORTH WEALTH SERVICES LLC | History | Added to | 154,561 | 10,201 | 3.59% | 4.07% | 558 | +2,176 | 1.43% | Q4 2025 | Feb 13, 2026 |
| Savvy Advisors, Inc. | History | Added to | 152,392 | 10,057 | 0.32% | 0.2% | 559 | +86,020 | 129.6% | Q4 2025 | Jan 20, 2026 |
| Evercore Wealth Management, LLC | History | Reduced | 152,310 | 10,052 | 0.15% | 0.15% | 560 | -6,504 | -4.1% | Q4 2025 | Feb 17, 2026 |
| Stratos Investment Management, LLC | History | Reduced | 152,224 | 10,046 | 0.4% | 0.42% | 561 | -1,897 | -1.23% | Q4 2025 | Jan 20, 2026 |
| Hiley Hunt Wealth Management | History | Reduced | 151,986 | 10,031 | 4.49% | 4.75% | 562 | -2,828 | -1.83% | Q4 2025 | Jan 06, 2026 |
| Atria Investments, Inc | History | Added to | 151,508 | 9,999 | 0.11% | 0.1% | 563 | +14,612 | 10.67% | Q4 2025 | Feb 05, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 151,349 | 9,989 | 0.15% | 0.16% | 564 | +3,193 | 2.16% | Q4 2025 | Feb 12, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 149,926 | 9,895 | 0.12% | 0.11% | 565 | +9,618 | 6.85% | Q4 2025 | Jan 21, 2026 |
| World Investment Advisors | History | Added to | 149,388 | 9,859 | 0.16% | 0.15% | 566 | +34,456 | 29.98% | Q4 2025 | Mar 12, 2026 |
| Aft, Forsyth & Sober, LLC | History | No change | 148,125 | 9,776 | 2.96% | 3.0% | 567 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| NTV ASSET MANAGEMENT LLC | History | Reduced | 147,920 | 9,762 | 1.03% | 1.06% | 568 | -1,148 | -0.77% | Q4 2025 | Jan 20, 2026 |
| GREENBERG FINANCIAL GROUP | History | New | 147,594 | 9,741 | 4.01% | — | 569 | +147,594 | New | Q4 2025 | Jan 22, 2026 |
| WESBANCO BANK INC | History | Reduced | 147,240 | 9,717 | 0.27% | 0.31% | 570 | -24,227 | -14.13% | Q4 2025 | Feb 03, 2026 |
| Choate Investment Advisors | History | Reduced | 147,039 | 9,704 | 0.19% | 0.25% | 571 | -36,452 | -19.87% | Q4 2025 | Feb 09, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 146,734 | 9,684 | 1.35% | 1.31% | 572 | +5,962 | 4.24% | Q4 2025 | Jan 29, 2026 |
| Destiny Capital Corp/CO | History | Reduced | 146,140 | 9,645 | 4.96% | 5.29% | 573 | -2,653 | -1.78% | Q4 2025 | Jan 23, 2026 |
| Pachira Investments Inc. | History | Reduced | 146,049 | 9,639 | 4.69% | 6.0% | 574 | -17,481 | -10.69% | Q4 2025 | Feb 02, 2026 |
| Richwood Investment Advisors, LLC | History | Added to | 134,248 | 9,629 | 6.91% | 6.74% | 575 | +2,376 | 1.8% | Q4 2025 | Feb 12, 2026 |
| AA Financial Advisors, LLC | History | Added to | 145,239 | 9,585 | 1.77% | 0.91% | 576 | +74,515 | 105.36% | Q4 2025 | Jan 14, 2026 |
| Sage Financial Management Group, Inc. | History | Added to | 144,541 | 9,539 | 2.91% | 2.42% | 577 | +28,391 | 24.44% | Q4 2025 | Feb 05, 2026 |
| NOVARE CAPITAL MANAGEMENT LLC | History | Added to | 143,940 | 9,500 | 0.71% | 0.71% | 578 | +1,969 | 1.39% | Q4 2025 | Feb 05, 2026 |
| LM Advisors LLC | History | Reduced | 624 | 9,455 | 0.17% | 0.09% | 579 | -8,831 | -93.4% | Q4 2025 | Feb 13, 2026 |
| ASSOCIATED BANC-CORP | History | Reduced | 143,136 | 9,446 | 0.24% | 0.26% | 580 | -8,049 | -5.32% | Q4 2025 | Feb 06, 2026 |
| HARBOR ADVISORY CORP /MA/ | History | Reduced | 143,021 | 9,439 | 2.86% | 3.22% | 581 | -24,091 | -14.42% | Q4 2025 | Feb 06, 2026 |
| Clarus Wealth Advisors | History | Added to | 135,851 | 9,422 | 3.91% | 3.91% | 582 | +1,514 | 1.13% | Q4 2025 | Jan 14, 2026 |
| JMAC ENTERPRISES LLC | History | Added to | 142,407 | 9,398 | 1.8% | 1.79% | 583 | +3,571 | 2.57% | Q4 2025 | Jan 21, 2026 |
| Spire Wealth Management | History | Added to | 141,943 | 9,368 | 0.31% | 0.31% | 584 | +3,275 | 2.36% | Q4 2025 | Jan 14, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 141,600 | 9,345 | 0.0% | 0.0% | 585 | +10,100 | 7.68% | Q4 2025 | Feb 17, 2026 |
| Lebenthal Global Advisors, LLC | History | Added to | 141,195 | 9,318 | 1.44% | 1.54% | 586 | +5,823 | 4.3% | Q4 2025 | Jan 28, 2026 |
| Summit Trail Advisors, LLC | History | Reduced | 139,341 | 9,196 | 0.16% | 0.31% | 587 | -206,717 | -59.73% | Q4 2025 | Feb 17, 2026 |
| Ramsay, Stattman, Vela & Price, Inc. | History | Reduced | 138,072 | 9,112 | 1.64% | 1.71% | 588 | -8,547 | -5.83% | Q4 2025 | Jan 23, 2026 |
| ASPIRIANT, LLC | History | Added to | 137,803 | 9,095 | 0.26% | 0.12% | 589 | +78,978 | 134.26% | Q4 2025 | Jan 20, 2026 |
| SlateStone Wealth, LLC | History | Added to | 137,388 | 9,068 | 0.76% | 0.74% | 590 | +6,907 | 5.29% | Q4 2025 | Feb 11, 2026 |
| PETTYJOHN, WOOD & WHITE, INC | History | Added to | 136,905 | 9,035 | 1.42% | 1.37% | 591 | +9,574 | 7.52% | Q4 2025 | Feb 11, 2026 |
| Long Run Wealth Advisors, LLC | History | Added to | 136,294 | 8,995 | 1.69% | 1.71% | 592 | +2,979 | 2.23% | Q4 2025 | Feb 02, 2026 |
| Allegheny Financial Group | History | Added to | 136,253 | 8,992 | 1.33% | 0.9% | 593 | +62,464 | 84.65% | Q4 2025 | Feb 02, 2026 |
| Independent Solutions Wealth Management, LLC | History | Reduced | 136,222 | 8,990 | 1.65% | 1.64% | 594 | -5,200 | -3.68% | Q4 2025 | Feb 05, 2026 |
| David J Yvars Group | History | Added to | 136,168 | 8,987 | 4.78% | 4.61% | 595 | +4,226 | 3.2% | Q4 2025 | Jan 12, 2026 |
| Opes Wealth Management LLC | History | Added to | 135,922 | 8,970 | 1.46% | 1.5% | 596 | +3,288 | 2.48% | Q4 2025 | Feb 02, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | No change | 135,277 | 8,928 | 0.12% | 0.12% | 597 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Mascoma Wealth Management LLC | History | Added to | 134,728 | 8,892 | 1.91% | 1.91% | 598 | +1,626 | 1.22% | Q4 2025 | Feb 04, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 178,380 | 8,877 | 0.22% | 0.24% | 599 | -10,701 | -5.66% | Q4 2025 | Feb 11, 2026 |
| Mutual Advisors, LLC | History | Reduced | 133,792 | 8,830 | 0.19% | 0.2% | 600 | -5,943 | -4.25% | Q4 2025 | Feb 02, 2026 |
| Citizens National Bank Trust Department | History | Added to | 133,211 | 8,791 | 1.52% | 1.54% | 601 | +1,172 | 0.89% | Q4 2025 | Jan 30, 2026 |
| BlueChip Wealth Advisors LLC | History | Reduced | 132,551 | 8,748 | 3.68% | 3.83% | 602 | -4,937 | -3.59% | Q4 2025 | Feb 05, 2026 |
| EWA, LLC | History | Added to | 132,543 | 8,747 | 2.14% | 2.31% | 603 | +4,590 | 3.59% | Q4 2025 | Feb 03, 2026 |
| Advisory Alpha, LLC | History | Added to | 130,403 | 8,606 | 0.23% | 0.23% | 604 | +2,036 | 1.59% | Q4 2025 | Feb 06, 2026 |
| GHP Investment Advisors, Inc. | History | Reduced | 130,261 | 8,597 | 0.35% | 0.36% | 605 | -262 | -0.2% | Q4 2025 | Jan 27, 2026 |
| Bank of Jackson Hole Trust | History | Added to | 129,183 | 8,526 | 4.05% | 3.83% | 606 | +11,856 | 10.11% | Q4 2025 | Feb 12, 2026 |
| ROGCO, LP | History | Added to | 128,847 | 8,503 | 2.82% | 2.86% | 607 | +4,180 | 3.35% | Q4 2025 | Jan 30, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 128,290 | 8,467 | 0.04% | 0.04% | 608 | -2,710 | -2.07% | Q4 2025 | Feb 12, 2026 |
| NorthCrest Asset Manangement, LLC | History | Reduced | 124,457 | 8,435 | 0.19% | 0.2% | 609 | -6,324 | -4.84% | Q4 2025 | Jan 08, 2026 |
| Alley Investment Management Company, LLC | History | Reduced | 127,764 | 8,432 | 0.99% | 0.98% | 610 | -962 | -0.75% | Q4 2025 | Jan 27, 2026 |
| PEOPLES BANK /OH | History | Reduced | 127,671 | 8,426 | 5.23% | 5.2% | 611 | -2,126 | -1.64% | Q4 2025 | Jan 29, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 127,356 | 8,405 | 0.22% | 0.22% | 612 | +4,111 | 3.34% | Q4 2025 | Feb 17, 2026 |
| Vectors Research Management, LLC | History | Added to | 127,128 | 8,390 | 2.56% | 2.55% | 613 | +3,234 | 2.61% | Q4 2025 | Feb 03, 2026 |
| ASL Financial, LLC | History | New | 126,960 | 8,379 | 6.58% | — | 614 | +126,960 | New | Q4 2025 | Jan 20, 2026 |
| United Financial Planning Group LLC | History | Reduced | 126,709 | 8,362 | 5.07% | 5.21% | 615 | -80 | -0.06% | Q4 2025 | Feb 11, 2026 |
| PRECEDENT WEALTH PARTNERS, LLC | History | Reduced | 125,403 | 8,276 | 1.74% | 1.87% | 616 | -4,818 | -3.7% | Q4 2025 | Jan 07, 2026 |
| GC Wealth Management RIA, LLC | History | Reduced | 125,075 | 8,254 | 0.3% | 0.27% | 617 | -950 | -0.75% | Q4 2025 | Jan 30, 2026 |
| Montis Financial, LLC | History | Added to | 124,955 | 8,247 | 1.63% | 1.88% | 618 | +202 | 0.16% | Q4 2025 | Feb 11, 2026 |
| STERLING INVESTMENT ADVISORS LLC /ADV | History | Added to | 124,706 | 8,230 | 3.98% | 3.83% | 619 | +6,078 | 5.12% | Q4 2025 | Jan 14, 2026 |
| Arrowroot Family Office, LLC | History | Added to | 124,428 | 8,212 | 2.99% | 3.05% | 620 | +7,316 | 6.25% | Q4 2025 | Feb 11, 2026 |
| CREDIT INDUSTRIEL ET COMMERCIAL | History | New | 123,677 | 8,162 | 0.63% | — | 621 | +123,677 | New | Q4 2025 | Feb 03, 2026 |
| Canal Capital Management, LLC | History | Reduced | 123,571 | 8,155 | 1.16% | 1.22% | 622 | -1,266 | -1.01% | Q4 2025 | Jan 06, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Added to | 123,319 | 8,139 | 0.17% | 0.73% | 623 | +58,494 | 90.23% | Q4 2025 | Feb 17, 2026 |
| Flagship Private Wealth, LLC | History | Reduced | 121,989 | 8,051 | 3.16% | 3.47% | 624 | -10,170 | -7.7% | Q4 2025 | Feb 04, 2026 |
| MidFirst Bank | History | New | 120,094 | 7,926 | 0.63% | — | 625 | +120,094 | New | Q4 2025 | Feb 25, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 120,000 | 7,920 | 0.01% | 1.91% | 626 | +113,676 | 1797.53% | Q4 2025 | Feb 17, 2026 |
| NWAM LLC | History | Added to | 117,046 | 7,910 | 0.44% | 0.41% | 627 | +716 | 0.62% | Q4 2025 | Feb 04, 2026 |
| MAGNOLIA CAPITAL MANAGEMENT LTD | History | Reduced | 119,500 | 7,887 | 5.87% | 6.06% | 628 | -1,535 | -1.27% | Q4 2025 | Jan 27, 2026 |
| PERSPECTIVE WEALTH ADVISORS LLC | History | New | 119,165 | 7,864 | 5.6% | — | 629 | +119,165 | New | Q4 2025 | Feb 13, 2026 |
| Merit Financial Group, LLC | History | Reduced | 118,975 | 7,852 | 0.06% | 0.07% | 630 | -2,200 | -1.82% | Q4 2025 | Jan 26, 2026 |
| SOL Capital Management CO | History | Added to | 118,811 | 7,842 | 0.7% | 0.61% | 631 | +15,265 | 14.74% | Q4 2025 | Jan 30, 2026 |
| Birch Hill Investment Advisors LLC | History | Added to | 118,714 | 7,835 | 0.33% | 0.32% | 632 | +2,893 | 2.5% | Q4 2025 | Jan 27, 2026 |
| Chevy Chase Trust Holdings, LLC | History | Added to | 118,511 | 7,821 | 0.02% | 0.02% | 633 | +3,156 | 2.74% | Q4 2025 | Feb 13, 2026 |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | History | Reduced | 118,489 | 7,820 | 2.14% | 2.3% | 634 | -2,773 | -2.29% | Q4 2025 | Jan 26, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 117,960 | 7,785 | 0.55% | 0.6% | 635 | +1,135 | 0.97% | Q4 2025 | Jan 21, 2026 |
| DONALDSON CAPITAL MANAGEMENT, LLC | History | Added to | 117,832 | 7,776 | 0.25% | 0.22% | 636 | +10,471 | 9.75% | Q4 2025 | Jan 14, 2026 |
| FIRST HAWAIIAN BANK | History | Reduced | 117,493 | 7,754 | 1.03% | 1.35% | 637 | -44,222 | -27.35% | Q4 2025 | Jan 05, 2026 |
| Bauman Advisory Group, LLC | History | New | 117,481 | 7,753 | 6.25% | — | 638 | +117,481 | New | Q4 2025 | Feb 20, 2026 |
| New Hampshire Trust | History | Reduced | 117,351 | 7,745 | 1.51% | 1.69% | 639 | -16,866 | -12.57% | Q4 2025 | Jan 29, 2026 |
| Boltwood Capital Management | History | Added to | 116,985 | 7,721 | 2.01% | 2.01% | 640 | +1,465 | 1.27% | Q4 2025 | Jan 02, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 116,980 | 7,720 | 6.69% | — | 641 | +116,980 | New | Q4 2025 | Feb 10, 2026 |
| Pinnacle Bancorp, Inc. | History | Added to | 116,415 | 7,683 | 2.25% | 2.22% | 642 | +1,126 | 0.98% | Q4 2025 | Jan 22, 2026 |
| Enclave Advisors LLC | History | Added to | 116,281 | 7,674 | 1.09% | 1.04% | 643 | +11,989 | 11.5% | Q4 2025 | Jan 14, 2026 |
| Cascade Wealth Advisors, Inc | History | Added to | 109,672 | 7,616 | 3.51% | 3.25% | 644 | +8,737 | 8.66% | Q4 2025 | Feb 04, 2026 |
| Alpha Financial Partners, LLC | History | Added to | 115,161 | 7,600 | 4.64% | 4.71% | 645 | +4,153 | 3.74% | Q4 2025 | Feb 10, 2026 |
| Transcendent Capital Group LLC | History | Added to | 115,050 | 7,593 | 3.44% | 3.34% | 646 | +613 | 0.54% | Q4 2025 | Jan 26, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 114,493 | 7,556 | 0.15% | 0.19% | 647 | -30,964 | -21.29% | Q4 2025 | Feb 12, 2026 |
| Crestmont Private Wealth LLC | History | Added to | 113,471 | 7,489 | 2.43% | 2.45% | 648 | +69 | 0.06% | Q4 2025 | Feb 10, 2026 |
| Keenan, LLC | History | New | 113,336 | 7,480 | 6.58% | — | 649 | +113,336 | New | Q4 2025 | Mar 04, 2026 |
| Atlas Legacy Advisors, LLC | History | Added to | 113,141 | 7,467 | 1.31% | 1.23% | 650 | +15,236 | 15.56% | Q4 2025 | Jan 29, 2026 |
| Mayflower Financial Advisors, LLC | History | Reduced | 112,632 | 7,433 | 0.9% | 0.95% | 651 | -3,052 | -2.64% | Q4 2025 | Jan 13, 2026 |
| Pettinga Financial Advisors LLC | History | Added to | 111,648 | 7,368 | 1.4% | 1.4% | 652 | +1,933 | 1.76% | Q4 2025 | Feb 12, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Reduced | 111,393 | 7,351 | 0.23% | 0.24% | 653 | -1,235 | -1.1% | Q4 2025 | Jan 30, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Added to | 110,864 | 7,316 | 0.8% | 0.79% | 654 | +3,606 | 3.36% | Q4 2025 | Jan 20, 2026 |
| Tempo Wealth, LLC | History | New | 110,701 | 7,306 | 1.3% | — | 655 | +110,701 | New | Q4 2025 | Feb 25, 2026 |
| Legacy Trust | History | Reduced | 110,329 | 7,281 | 1.36% | 1.42% | 656 | -61 | -0.06% | Q4 2025 | Jan 22, 2026 |
| Ullmann Wealth Partners Group, LLC | History | Reduced | 112,108 | 7,279 | 0.76% | 0.83% | 657 | -4,068 | -3.5% | Q4 2025 | Feb 12, 2026 |
| EPG Wealth Management LLC | History | Added to | 109,971 | 7,258 | 1.95% | 1.95% | 658 | +1,283 | 1.18% | Q4 2025 | Jan 28, 2026 |
| CITY HOLDING CO | History | Added to | 109,955 | 7,257 | 0.89% | 0.85% | 659 | +6,179 | 5.95% | Q4 2025 | Jan 22, 2026 |
| Topel & Distasi Wealth Management, LLC | History | Added to | 109,681 | 7,238 | 3.53% | 3.49% | 660 | +1,452 | 1.34% | Q4 2025 | Feb 09, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 109,499 | 7,226 | 0.26% | 0.33% | 661 | -21,426 | -16.37% | Q4 2025 | Jan 27, 2026 |
| Busey Bank | History | Reduced | 109,483 | 7,225 | 0.19% | 0.21% | 662 | -7,602 | -6.49% | Q4 2025 | Jan 27, 2026 |
| BIRCHBROOK, INC. | History | Reduced | 109,388 | 7,219 | 3.6% | 3.69% | 663 | -88 | -0.08% | Q4 2025 | Feb 04, 2026 |
| GREENWOOD CAPITAL ASSOCIATES LLC | History | Added to | 109,025 | 7,195 | 0.78% | 0.82% | 664 | +467 | 0.43% | Q4 2025 | Jan 26, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Reduced | 108,989 | 7,193 | 0.11% | 0.11% | 665 | -482 | -0.44% | Q4 2025 | Jan 22, 2026 |
| Parisi Gray Wealth Management | History | Reduced | 108,856 | 7,184 | 1.63% | 1.92% | 666 | -4,216 | -3.73% | Q4 2025 | Jan 07, 2026 |
| Financial Council, LLC | History | Added to | 108,676 | 7,172 | 2.86% | 3.11% | 667 | +1,261 | 1.17% | Q4 2025 | Feb 05, 2026 |
| Boyd Wealth Management, LLC | History | Added to | 108,595 | 7,167 | 3.04% | 2.91% | 668 | +5,044 | 4.87% | Q4 2025 | Jan 28, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 104,546 | 7,138 | 0.37% | 0.37% | 669 | -83 | -0.08% | Q4 2025 | Mar 04, 2026 |
| TCTC Holdings, LLC | History | Added to | 108,059 | 7,131 | 0.21% | 0.21% | 670 | +350 | 0.32% | Q4 2025 | Feb 12, 2026 |
| Quad-Cities Investment Group, LLC | History | Reduced | 107,840 | 7,117 | 2.94% | 3.11% | 671 | -4,067 | -3.63% | Q4 2025 | Jan 14, 2026 |
| Wedmont Private Capital | History | Added to | 104,019 | 7,100 | 0.25% | 0.24% | 672 | +5,710 | 5.81% | Q4 2025 | Jan 08, 2026 |
| Meridian Financial Advisors, LLC | History | Reduced | 107,518 | 7,096 | 3.86% | 4.15% | 673 | -5,405 | -4.79% | Q4 2025 | Jan 23, 2026 |
| Alliance Wealth Management Group | History | Added to | 107,367 | 7,088 | 1.56% | 1.51% | 674 | +3,171 | 3.04% | Q4 2025 | Jan 21, 2026 |
| LeConte Wealth Management, LLC | History | Reduced | 107,370 | 7,086 | 4.63% | 5.41% | 675 | -16,797 | -13.53% | Q4 2025 | Jan 15, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 106,700 | 7,042 | 0.0% | 0.0% | 676 | +4,100 | 4.0% | Q4 2025 | Feb 13, 2026 |
| Fiduciary Group, LLC | History | Reduced | 106,452 | 7,025 | 0.59% | 0.65% | 677 | -6,943 | -6.12% | Q4 2025 | Feb 12, 2026 |
| Pitcairn Wealth Advisors LLC | History | New | 106,294 | 7,015 | 0.63% | — | 678 | +106,294 | New | Q4 2025 | Feb 13, 2026 |
| Mission Creek Capital Partners, Inc. | History | Reduced | 106,134 | 7,004 | 1.41% | 1.39% | 679 | -1,853 | -1.72% | Q4 2025 | Feb 12, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | Reduced | 105,777 | 6,981 | 0.66% | 0.68% | 680 | -25 | -0.02% | Q4 2025 | Jan 20, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 105,640 | 6,972 | 0.44% | 0.46% | 681 | +780 | 0.74% | Q4 2025 | Feb 06, 2026 |
| AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP | History | Reduced | 104,152 | 6,968 | 4.13% | 4.0% | 682 | -1,844 | -1.74% | Q4 2025 | Jan 06, 2026 |
| Rothschild Wealth LLC | History | Added to | 105,425 | 6,958 | 0.67% | 0.36% | 683 | +80,414 | 321.51% | Q4 2025 | Feb 17, 2026 |
| BURKE & HERBERT BANK & TRUST CO | History | Reduced | 105,244 | 6,946 | 1.92% | 1.9% | 684 | -30,170 | -22.28% | Q4 2025 | Feb 12, 2026 |
| Vantage Financial Partners, LLC | History | Reduced | 105,249 | 6,946 | 1.41% | 1.47% | 685 | -1,564 | -1.46% | Q4 2025 | Feb 03, 2026 |
| First National Bank of Hutchinson | History | Reduced | 105,155 | 6,940 | 4.07% | 4.04% | 686 | -11,985 | -10.23% | Q4 2025 | Jan 29, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Reduced | 105,096 | 6,936 | 0.05% | 0.05% | 687 | -460 | -0.44% | Q4 2025 | Feb 17, 2026 |
| Prospera Financial Services Inc | History | Reduced | 105,025 | 6,932 | 0.11% | 0.13% | 688 | -8,913 | -7.82% | Q4 2025 | Feb 09, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Added to | 104,446 | 6,894 | 0.09% | 0.09% | 689 | +1,447 | 1.4% | Q4 2025 | Feb 10, 2026 |
| Stephenson & Company, Inc. | History | Added to | 104,339 | 6,886 | 3.78% | 3.79% | 690 | +3,198 | 3.16% | Q4 2025 | Jan 27, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 104,156 | 6,874 | 0.15% | 0.16% | 691 | -523 | -0.5% | Q4 2025 | Jan 27, 2026 |
| Dentgroup LLC | History | Reduced | 103,674 | 6,842 | 4.7% | 4.65% | 692 | -6,489 | -5.89% | Q4 2025 | Jan 28, 2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | History | Reduced | 103,636 | 6,839 | 1.69% | 1.64% | 693 | -7,915 | -7.1% | Q4 2025 | Jan 08, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 103,571 | 6,835 | 0.05% | 0.05% | 694 | -5,957 | -5.44% | Q4 2025 | Feb 13, 2026 |
| QUATTRO FINANCIAL ADVISORS LLC | History | Added to | 103,441 | 6,827 | 2.04% | 1.92% | 695 | +10,620 | 11.44% | Q4 2025 | Jan 26, 2026 |
| BRIGHT FINANCIAL ADVISORS, INC. | History | Added to | 103,396 | 6,824 | 3.22% | 3.11% | 696 | +5,743 | 5.88% | Q4 2025 | Jan 23, 2026 |
| Neuberger Berman Group LLC | History | Added to | 103,179 | 6,809 | 0.01% | 0.0% | 697 | +17,095 | 19.86% | Q4 2025 | Feb 13, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 102,488 | 6,764 | 0.08% | 0.09% | 698 | -16,169 | -13.63% | Q4 2025 | Feb 11, 2026 |
| Fortitude Family Office, LLC | History | Reduced | 102,254 | 6,748 | 1.57% | 1.85% | 699 | -3,277 | -3.11% | Q4 2025 | Jan 15, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Reduced | 101,559 | 6,702 | 0.35% | 0.36% | 700 | -3,497 | -3.33% | Q4 2025 | Feb 11, 2026 |
| Park Place Capital Corp | History | Reduced | 101,469 | 6,696 | 1.39% | 1.54% | 701 | -10,504 | -9.38% | Q4 2025 | Jan 09, 2026 |
| RiverFront Investment Group, LLC | History | Added to | 101,266 | 6,683 | 0.11% | 0.12% | 702 | +486 | 0.48% | Q4 2025 | Feb 05, 2026 |
| Regal Investment Advisors LLC | History | Reduced | 100,928 | 6,661 | 0.4% | 0.51% | 703 | -19,243 | -16.01% | Q4 2025 | Feb 17, 2026 |
| Beirne Wealth Consulting Services, LLC | History | Added to | 100,685 | 6,646 | 1.92% | 1.55% | 704 | +1,783 | 1.8% | Q4 2025 | Jan 29, 2026 |
| Bigelow Investment Advisors, LLC | History | Added to | 100,465 | 6,630 | 2.59% | 2.55% | 705 | +3,675 | 3.8% | Q4 2025 | Jan 28, 2026 |
| Coign Capital Advisors LLC | History | Added to | 100,228 | 6,615 | 3.46% | 3.24% | 706 | +10,112 | 11.22% | Q4 2025 | Jan 20, 2026 |
| Global Wealth Management, LLC | History | Reduced | 99,957 | 6,597 | 3.55% | 3.63% | 707 | -6,001 | -5.66% | Q4 2025 | Jan 26, 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | History | Added to | 98,827 | 6,522 | 0.55% | 0.51% | 708 | +7,238 | 7.9% | Q4 2025 | Jan 15, 2026 |
| Centennial Bank/AR/ | History | Reduced | 98,741 | 6,516 | 2.59% | 2.55% | 709 | -500 | -0.5% | Q4 2025 | Feb 17, 2026 |
| North Berkeley Wealth Management, LLC | History | Added to | 98,576 | 6,505 | 3.84% | 4.8% | 710 | +5,342 | 5.73% | Q4 2025 | Feb 10, 2026 |
| Cottage Street Advisors LLC | History | Reduced | 98,535 | 6,503 | 2.75% | 2.75% | 711 | -500 | -0.5% | Q4 2025 | Jan 26, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | Added to | 98,425 | 6,496 | 0.75% | 0.81% | 712 | +823 | 0.84% | Q4 2025 | Feb 17, 2026 |
| Lynx Investment Advisory | History | Reduced | 98,290 | 6,487 | 3.54% | 3.96% | 713 | -3,093 | -3.05% | Q4 2025 | Feb 05, 2026 |
| Florida Trust Wealth Management Co | History | Reduced | 98,143 | 6,477 | 0.18% | 0.18% | 714 | -1,319 | -1.33% | Q4 2025 | Jan 20, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 97,751 | 6,451 | 0.36% | 0.36% | 715 | +7,067 | 7.79% | Q4 2025 | Feb 04, 2026 |
| JPL Wealth Management, LLC | History | Reduced | 97,616 | 6,442 | 1.57% | 1.74% | 716 | -14,711 | -13.1% | Q4 2025 | Feb 12, 2026 |
| Sound Stewardship, LLC | History | Added to | 97,441 | 6,431 | 3.08% | 2.99% | 717 | +1,850 | 1.94% | Q4 2025 | Jan 30, 2026 |
| Essex Financial Services, Inc. | History | Reduced | 97,062 | 6,406 | 0.36% | 0.38% | 718 | -755 | -0.77% | Q4 2025 | Feb 10, 2026 |
| ADG Wealth Management Group, LLC | History | Added to | 96,830 | 6,390 | 4.84% | 5.01% | 719 | +144 | 0.15% | Q4 2025 | Jan 15, 2026 |
| Watchman Group, Inc. | History | Reduced | 96,563 | 6,373 | 1.52% | 1.83% | 720 | -19,437 | -16.76% | Q4 2025 | Feb 06, 2026 |
| Goldstein Advisors, LLC | History | Reduced | 96,552 | 6,372 | 0.73% | 0.78% | 721 | -2,359 | -2.38% | Q4 2025 | Feb 10, 2026 |
| FRG Family Wealth Advisors LLC | History | Added to | 96,111 | 6,343 | 0.98% | 1.01% | 722 | +4 | 0.0% | Q4 2025 | Jan 21, 2026 |
| BANK OF HAWAII | History | Reduced | 95,810 | 6,323 | 0.31% | 0.37% | 723 | -16,615 | -14.78% | Q4 2025 | Mar 03, 2026 |
| BayBridge Capital Group, LLC | History | Added to | 95,622 | 6,311 | 3.91% | 3.89% | 724 | +2,202 | 2.36% | Q4 2025 | Jan 16, 2026 |
| INTEGRATED WEALTHCARE, LLC | History | New | 95,112 | 6,277 | 5.28% | — | 725 | +95,112 | New | Q4 2025 | Jan 23, 2026 |
| HICKS CAPITAL MANAGEMENT LLC | History | Added to | 95,010 | 6,270 | 6.32% | 9.75% | 727 | +3,670 | 4.02% | Q4 2025 | Feb 05, 2026 |
| Friedenthal Financial | History | Reduced | 95,000 | 6,270 | 3.22% | 3.3% | 726 | -2,922 | -2.98% | Q4 2025 | Jan 27, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 89,411 | 6,264 | 0.2% | 0.19% | 728 | +1,458 | 1.66% | Q4 2025 | Jan 23, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 94,710 | 6,250 | 0.03% | 0.06% | 729 | -78,477 | -45.31% | Q4 2025 | Feb 10, 2026 |
| SOUTH PLAINS FINANCIAL, INC. | History | Reduced | 94,162 | 6,214 | 3.7% | 3.87% | 730 | -902 | -0.95% | Q4 2025 | Feb 13, 2026 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | History | Added to | 93,872 | 6,195 | 0.81% | 0.79% | 731 | +2,118 | 2.31% | Q4 2025 | Feb 10, 2026 |
| Garden State Investment Advisory Services LLC | History | Added to | 93,737 | 6,187 | 1.36% | 0.9% | 732 | +31,428 | 50.44% | Q4 2025 | Feb 17, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 93,486 | 6,170 | 0.15% | 0.16% | 733 | -1,115 | -1.18% | Q4 2025 | Feb 09, 2026 |
| Landmark Wealth Management, LLC | History | Added to | 93,434 | 6,166 | 2.36% | 2.36% | 734 | +2,548 | 2.8% | Q4 2025 | Feb 05, 2026 |
| Bellwether Advisors, LLC | History | Reduced | 93,281 | 6,156 | 0.98% | 1.01% | 735 | -621 | -0.66% | Q4 2025 | Feb 09, 2026 |
| Accurate Wealth Management, LLC | History | Added to | 88,572 | 6,120 | 0.78% | 0.71% | 736 | +7,030 | 8.62% | Q4 2025 | Jan 14, 2026 |
| Elyxium Wealth, LLC | History | Reduced | 92,654 | 6,115 | 1.7% | 2.84% | 737 | -32,035 | -25.69% | Q4 2025 | Feb 05, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 91,577 | 6,044 | 0.4% | 0.39% | 738 | +3,590 | 4.08% | Q4 2025 | Jan 23, 2026 |
| Kaydan Wealth Management, Inc. | History | Added to | 91,465 | 6,036 | 1.75% | 1.67% | 739 | +1,706 | 1.9% | Q4 2025 | Jan 12, 2026 |
| BROWN WEALTH MANAGEMENT, LLC | History | New | 91,277 | 6,024 | 1.59% | — | 740 | +91,277 | New | Q4 2025 | Feb 06, 2026 |
| Gryphon Financial Partners LLC | History | Added to | 90,940 | 6,002 | 0.64% | 0.57% | 741 | +14,548 | 19.04% | Q4 2025 | Jan 08, 2026 |
| WLTH Capital Management, LLC | History | New | 83,912 | 5,977 | 4.62% | — | 742 | +83,912 | New | Q4 2025 | Feb 24, 2026 |
| Global Trust Wealth Management LLC | History | New | 90,514 | 5,973 | 4.43% | — | 743 | +90,514 | New | Q4 2025 | Jan 28, 2026 |
| Investment Advisory Group, LLC | History | Added to | 89,186 | 5,886 | 1.51% | 1.57% | 744 | +496 | 0.56% | Q4 2025 | Jan 23, 2026 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | History | Reduced | 88,519 | 5,842 | 1.31% | 1.37% | 745 | -1,004 | -1.12% | Q4 2025 | Jan 12, 2026 |
| Sandy Cove Advisors, LLC | History | Reduced | 88,313 | 5,828 | 1.73% | 1.89% | 746 | -2,452 | -2.7% | Q4 2025 | Feb 09, 2026 |
| SYON CAPITAL LLC | History | Reduced | 88,161 | 5,818 | 0.29% | 0.31% | 747 | -1,101 | -1.23% | Q4 2025 | Feb 11, 2026 |
| InvesTrust | History | Added to | 87,800 | 5,794 | 2.24% | 2.1% | 748 | +120 | 0.14% | Q4 2025 | Jan 14, 2026 |
| Grey Ledge Advisors, LLC | History | Added to | 87,786 | 5,793 | 1.31% | 1.27% | 749 | +2,049 | 2.39% | Q4 2025 | Feb 05, 2026 |
| RoundAngle Advisors LLC | History | Added to | 87,772 | 5,792 | 4.22% | 4.22% | 750 | +4,173 | 4.99% | Q4 2025 | Jan 12, 2026 |
| GreatBanc Trust CO | History | Reduced | 87,537 | 5,777 | 4.07% | 3.95% | 751 | -900 | -1.02% | Q4 2025 | Feb 12, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 87,519 | 5,776 | 0.3% | 0.32% | 752 | -462 | -0.53% | Q4 2025 | Feb 05, 2026 |
| PFG Advisors | History | Reduced | 86,892 | 5,734 | 0.28% | 0.25% | 753 | -5,731 | -6.19% | Q4 2025 | Jan 27, 2026 |
| Delta Wealth Advisors LLC | History | Reduced | 86,689 | 5,721 | 4.79% | 4.47% | 754 | -749 | -0.86% | Q4 2025 | Jan 28, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 83,895 | 5,715 | 0.33% | 0.48% | 755 | +10,229 | 13.89% | Q4 2025 | Jan 29, 2026 |
| Provenance Wealth Advisors, LLC | History | Added to | 86,589 | 5,714 | 0.63% | 0.73% | 756 | +253 | 0.29% | Q4 2025 | Jan 26, 2026 |
| CENTRAL TRUST Co | History | Added to | 86,345 | 5,698 | 0.11% | 0.11% | 757 | +2,604 | 3.11% | Q4 2025 | Feb 02, 2026 |
| Slagle Financial, LLC | History | Added to | 86,198 | 5,689 | 1.99% | 1.97% | 758 | +3,964 | 4.82% | Q4 2025 | Jan 26, 2026 |
| Rathbones Group PLC | History | Reduced | 86,190 | 5,688 | 0.02% | 0.02% | 759 | -8,005 | -8.5% | Q4 2025 | Feb 06, 2026 |
| Colonial Trust Co / SC | History | Added to | 86,134 | 5,684 | 0.76% | 0.71% | 760 | +4,984 | 6.14% | Q4 2025 | Feb 12, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 86,052 | 5,679 | 0.01% | 0.01% | 761 | -463 | -0.54% | Q4 2025 | Feb 17, 2026 |
| American National Bank of Texas | History | Reduced | 85,916 | 5,670 | 5.45% | 5.95% | 762 | -11,015 | -11.36% | Q4 2025 | Jan 08, 2026 |
| United Bank | History | Added to | 85,873 | 5,667 | 1.92% | 1.78% | 763 | +7,231 | 9.19% | Q4 2025 | Feb 05, 2026 |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | History | Reduced | 85,826 | 5,664 | 0.37% | 0.39% | 764 | -587 | -0.68% | Q4 2025 | Feb 05, 2026 |
| FCA CORP /TX | History | Reduced | 85,667 | 5,654 | 1.6% | 1.66% | 765 | -5,788 | -6.33% | Q4 2025 | Feb 11, 2026 |
| Souders Financial Advisors | History | Added to | 85,677 | 5,654 | 0.65% | 0.66% | 766 | +163 | 0.19% | Q4 2025 | Feb 02, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 85,486 | 5,642 | 0.49% | 0.56% | 767 | -11,797 | -12.13% | Q4 2025 | Jan 26, 2026 |
| BLUEDOOR PRIVATE WEALTH, LLC | History | New | 85,224 | 5,624 | 2.6% | — | 768 | +85,224 | New | Q4 2025 | Feb 17, 2026 |
| Great Diamond Partners, LLC | History | Reduced | 85,100 | 5,616 | 1.08% | 1.08% | 769 | -176 | -0.21% | Q4 2025 | Feb 06, 2026 |
| Armor Investment Advisors, LLC | History | Reduced | 84,821 | 5,598 | 2.06% | 1.95% | 770 | -9,534 | -10.1% | Q4 2025 | Feb 05, 2026 |
| Hilltop National Bank | History | Added to | 84,820 | 5,598 | 1.35% | 1.32% | 771 | +2,676 | 3.26% | Q4 2025 | Jan 07, 2026 |
| Inlight Wealth Management, LLC | History | Added to | 84,489 | 5,576 | 2.04% | 1.06% | 772 | +49,742 | 143.15% | Q4 2025 | Jan 23, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 84,425 | 5,572 | 0.17% | 0.19% | 773 | -5,340 | -5.95% | Q4 2025 | Jan 06, 2026 |
| Greenfield Savings Bank | History | Reduced | 84,339 | 5,566 | 2.34% | 2.4% | 774 | -2,687 | -3.09% | Q4 2025 | Feb 02, 2026 |
| Compass Financial Group, Inc. (Ohio) | History | New | 84,185 | 5,556 | 4.07% | — | 775 | +84,185 | New | Q4 2025 | Mar 04, 2026 |
| Hilltop Holdings Inc. | History | Added to | 83,749 | 5,527 | 0.33% | 0.28% | 776 | +2,497 | 3.07% | Q4 2025 | Feb 17, 2026 |
| Armbruster Capital Management, Inc. | History | Reduced | 83,699 | 5,524 | 0.93% | 0.95% | 777 | -1,455 | -1.71% | Q4 2025 | Jan 23, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | New | 83,548 | 5,514 | 0.04% | — | 778 | +83,548 | New | Q4 2025 | Feb 17, 2026 |
| PW ADVISORS, LLC \ FL | History | New | 83,443 | 5,507 | 4.42% | — | 779 | +83,443 | New | Q4 2025 | Feb 17, 2026 |
| Jacobi Capital Management LLC | History | Reduced | 83,357 | 5,501 | 0.32% | 0.34% | 780 | -2,339 | -2.73% | Q4 2025 | Feb 13, 2026 |
| HRT FINANCIAL LP | History | Added to | 83,156 | 5,488 | 0.02% | 0.0% | 781 | +79,899 | 2453.15% | Q4 2025 | Feb 12, 2026 |
| FULTON BANK, N.A. | History | Added to | 82,822 | 5,466 | 0.19% | 0.13% | 782 | +27,068 | 48.55% | Q4 2025 | Jan 08, 2026 |
| Venture Visionary Partners LLC | History | Reduced | 81,973 | 5,457 | 0.18% | 0.19% | 783 | -2,289 | -2.72% | Q4 2025 | Feb 13, 2026 |
| Hi-Line Capital Management, LLC | History | Reduced | 82,349 | 5,435 | 1.81% | 2.55% | 784 | -41,228 | -33.36% | Q4 2025 | Feb 06, 2026 |
| LifeWealth Investments, LLC | History | New | 82,344 | 5,434 | 1.72% | — | 785 | +82,344 | New | Q4 2025 | Jan 26, 2026 |
| MUIRFIELD WEALTH ADVISORS LLC | History | Reduced | 82,099 | 5,418 | 3.98% | 4.15% | 786 | -3,769 | -4.39% | Q4 2025 | Feb 06, 2026 |
| Midwest Professional Planners, LTD. | History | Reduced | 81,655 | 5,389 | 1.28% | 1.3% | 787 | -147 | -0.18% | Q4 2025 | Feb 06, 2026 |
| FIDUCIENT ADVISORS LLC | History | Added to | 81,193 | 5,358 | 0.66% | 0.25% | 788 | +48,205 | 146.13% | Q4 2025 | Feb 10, 2026 |
| FC Advisory LLC | History | Reduced | 81,002 | 5,346 | 1.54% | 1.56% | 789 | -495 | -0.61% | Q4 2025 | Jan 13, 2026 |
| Brookstone Capital Management | History | Added to | 80,977 | 5,344 | 0.06% | 0.06% | 790 | +5,386 | 7.13% | Q4 2025 | Jan 15, 2026 |
| CASTLE WEALTH MANAGEMENT LLC | History | Added to | 80,926 | 5,341 | 1.77% | 1.78% | 791 | +224 | 0.28% | Q4 2025 | Jan 22, 2026 |
| VESTOR CAPITAL, LLC | History | Reduced | 2,079 | 5,337 | 0.37% | 0.32% | 792 | -73,934 | -97.26% | Q4 2025 | Feb 11, 2026 |
| Next Capital Management LLC | History | Added to | 80,757 | 5,329 | 1.71% | 1.53% | 793 | +10,566 | 15.05% | Q4 2025 | Feb 11, 2026 |
| FIRST MERCHANTS CORP | History | Reduced | 80,305 | 5,300 | 0.2% | 0.2% | 794 | -472 | -0.58% | Q4 2025 | Jan 12, 2026 |
| MSH Capital Advisors LLC | History | Added to | 79,882 | 5,272 | 1.13% | 1.35% | 795 | +2,780 | 3.61% | Q4 2025 | Feb 09, 2026 |
| MIDDLETON & CO INC/MA | History | Reduced | 79,145 | 5,223 | 0.55% | 0.56% | 796 | -120 | -0.15% | Q4 2025 | Jan 29, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 78,963 | 5,211 | 0.31% | 0.28% | 797 | +15,866 | 25.15% | Q4 2025 | Feb 10, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Added to | 78,420 | 5,175 | 0.4% | 0.35% | 798 | +1,239 | 1.61% | Q4 2025 | Jan 23, 2026 |
| United Community Bank | History | Added to | 78,379 | 5,173 | 1.96% | 1.49% | 799 | +4,864 | 6.62% | Q4 2025 | Jan 30, 2026 |
| BETO FINANCIAL GROUP, LLC | History | New | 74,688 | 5,172 | 3.49% | — | 800 | +74,688 | New | Q4 2025 | Feb 10, 2026 |
| Palisade Asset Management, LLC | History | Added to | 78,328 | 5,169 | 0.5% | 0.46% | 801 | +2,844 | 3.77% | Q4 2025 | Feb 13, 2026 |
| J. Safra Sarasin Holding AG | History | No change | 78,160 | 5,158 | 0.08% | 0.08% | 802 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Merkkuri Wealth Advisors LLC | History | Reduced | 77,818 | 5,136 | 3.5% | 3.77% | 803 | -1,712 | -2.15% | Q4 2025 | Jan 29, 2026 |
| MCCARTER PRIVATE WEALTH SERVICES LLC | History | Added to | 77,472 | 5,113 | 2.3% | 1.84% | 804 | +22,335 | 40.51% | Q4 2025 | Feb 10, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 77,464 | 5,112 | 0.0% | 0.0% | 805 | +22,469 | 40.86% | Q4 2025 | Feb 13, 2026 |
| SONATA CAPITAL GROUP INC | History | Reduced | 77,002 | 5,082 | 1.84% | 1.87% | 806 | -455 | -0.59% | Q4 2025 | Jan 26, 2026 |
| CAPITAL FINANCIAL GROUP INC\CO\ /ADV | History | New | 76,710 | 5,062 | 2.82% | — | 807 | +76,710 | New | Q4 2025 | Feb 17, 2026 |
| Abundance Wealth Counselors | History | Reduced | 76,456 | 5,046 | 0.85% | 0.9% | 808 | -4,090 | -5.08% | Q4 2025 | Jan 26, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | Reduced | 75,877 | 5,007 | 0.07% | 0.08% | 809 | -7,532 | -9.03% | Q4 2025 | Feb 12, 2026 |
| FLYWHEEL PRIVATE WEALTH LLC | History | Reduced | 75,876 | 5,007 | 3.13% | 3.87% | 810 | -68 | -0.09% | Q4 2025 | Jan 14, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 75,814 | 5,003 | 0.38% | 0.35% | 811 | +10,992 | 16.96% | Q4 2025 | Jan 07, 2026 |
| Trivium Point Advisory, LLC | History | Added to | 75,483 | 4,981 | 0.5% | 0.5% | 813 | +991 | 1.33% | Q4 2025 | Jan 26, 2026 |
| NEPC LLC | History | Added to | 75,478 | 4,981 | 0.11% | 0.13% | 812 | +296 | 0.39% | Q4 2025 | Feb 17, 2026 |
| May Barnhard Investments LLC | History | Reduced | 75,223 | 4,964 | 2.35% | 2.57% | 814 | -9,637 | -11.36% | Q4 2025 | Jan 28, 2026 |
| MACROVIEW INVESTMENT MANAGEMENT LLC | History | Added to | 75,046 | 4,953 | 3.39% | 1.86% | 815 | +36,708 | 95.75% | Q4 2025 | Feb 05, 2026 |
| Yanni & Associates Investment Advisors, LLC | History | New | 74,860 | 4,940 | 4.94% | — | 816 | +74,860 | New | Q4 2025 | Feb 06, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 74,821 | 4,938 | 0.12% | 0.11% | 817 | +4,085 | 5.77% | Q4 2025 | Feb 13, 2026 |
| Curat Global, LLC | History | Reduced | 74,414 | 4,911 | 5.46% | 5.59% | 818 | -16,870 | -18.48% | Q4 2025 | Feb 06, 2026 |
| Cranbrook Wealth Management, LLC | History | Reduced | 74,366 | 4,908 | 0.97% | 1.02% | 819 | -3,419 | -4.4% | Q4 2025 | Jan 28, 2026 |
| Fortress Financial Solutions, LLC | History | Added to | 73,715 | 4,865 | 4.98% | 5.14% | 820 | +1,405 | 1.94% | Q4 2025 | Jan 23, 2026 |
| MATHER GROUP, LLC. | History | Added to | 73,690 | 4,863 | 0.05% | 0.05% | 821 | +2,267 | 3.17% | Q4 2025 | Jan 13, 2026 |
| One Day In July LLC | History | Reduced | 73,608 | 4,858 | 0.4% | 0.44% | 822 | -6,466 | -8.08% | Q4 2025 | Feb 04, 2026 |
| PACIFIC FINANCIAL GROUP INC | History | Reduced | 72,363 | 4,775 | 2.65% | 3.51% | 823 | -254 | -0.35% | Q4 2025 | Feb 17, 2026 |
| PFG Private Wealth Management, LLC | History | New | 72,273 | 4,770 | 2.09% | — | 824 | +72,273 | New | Q4 2025 | Jan 15, 2026 |
| Blueprint Investment Partners LLC | History | Reduced | 72,242 | 4,767 | 0.51% | 0.74% | 825 | -8,470 | -10.49% | Q4 2025 | Feb 17, 2026 |
| TRUST CO OF OKLAHOMA | History | Reduced | 72,223 | 4,766 | 1.39% | 1.42% | 826 | -1,450 | -1.97% | Q4 2025 | Jan 14, 2026 |
| BSW Wealth Partners | History | Reduced | 71,921 | 4,746 | 0.57% | 0.62% | 828 | -3,753 | -4.96% | Q4 2025 | Jan 23, 2026 |
| Legacy Private Trust Co. | History | Reduced | 71,912 | 4,746 | 0.28% | 0.28% | 827 | -230 | -0.32% | Q4 2025 | Jan 08, 2026 |
| CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC | History | Reduced | 71,455 | 4,716 | 1.39% | 1.48% | 829 | -1,427 | -1.96% | Q4 2025 | Jan 21, 2026 |
| Factorial Partners, LLC | History | Added to | 71,300 | 4,705 | 3.11% | 1.66% | 830 | +34,300 | 92.7% | Q4 2025 | Feb 10, 2026 |
| Birchcreek Wealth Management, LLC | History | Added to | 70,904 | 4,679 | 2.3% | 2.15% | 831 | +7,192 | 11.29% | Q4 2025 | Jan 16, 2026 |
| Sterling Financial Planning, Inc. | History | Reduced | 70,811 | 4,673 | 1.41% | 1.46% | 832 | -331 | -0.47% | Q4 2025 | Jan 27, 2026 |
| Blake Schutter Theil Wealth Advisors, LLC | History | Added to | 70,730 | 4,668 | 3.84% | 4.52% | 833 | +680 | 0.97% | Q4 2025 | Feb 02, 2026 |
| NBC SECURITIES, INC. | History | Added to | 70,564 | 4,657 | 0.35% | 0.32% | 834 | +6,617 | 10.35% | Q4 2025 | Jan 29, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 70,476 | 4,651 | 0.21% | 0.23% | 835 | -5,953 | -7.79% | Q4 2025 | Feb 17, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Added to | 69,877 | 4,611 | 0.27% | 0.27% | 836 | +31 | 0.04% | Q4 2025 | Jan 15, 2026 |
| StoneX Group Inc. | History | Reduced | 69,291 | 4,591 | 0.2% | 0.2% | 837 | -990 | -1.41% | Q4 2025 | Feb 12, 2026 |
| CRA Financial Services, LLC | History | Reduced | 69,447 | 4,583 | 0.6% | 0.64% | 838 | -2,106 | -2.94% | Q4 2025 | Jan 16, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 69,246 | 4,570 | 0.02% | 0.02% | 839 | -26,675 | -27.81% | Q4 2025 | Feb 12, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 68,904 | 4,547 | 0.22% | 0.29% | 840 | -3,686 | -5.08% | Q4 2025 | Jan 28, 2026 |
| WELCH & FORBES LLC | History | Added to | 68,865 | 4,545 | 0.06% | 0.05% | 841 | +3,703 | 5.68% | Q4 2025 | Feb 10, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | Added to | 68,044 | 4,490 | 0.0% | 0.0% | 842 | +44,004 | 183.04% | Q4 2025 | Jan 22, 2026 |
| Rossby Financial, LCC | History | Reduced | 67,855 | 4,478 | 1.38% | 1.48% | 843 | -1,382 | -2.0% | Q4 2025 | Feb 12, 2026 |
| CAPITAL ADVISORS INC/OK | History | Reduced | 67,805 | 4,475 | 0.07% | 0.08% | 844 | -3,715 | -5.19% | Q4 2025 | Jan 15, 2026 |
| AE Wealth Management LLC | History | Added to | 67,714 | 4,469 | 0.03% | 0.02% | 845 | +18,572 | 37.79% | Q4 2025 | Jan 26, 2026 |
| CVA Family Office, LLC | History | Reduced | 67,635 | 4,463 | 0.51% | 0.58% | 846 | -1,002 | -1.46% | Q4 2025 | Jan 12, 2026 |
| MOLLER WEALTH PARTNERS | History | No change | 67,205 | 4,435 | 0.93% | 0.91% | 847 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| SEEDS INVESTOR LLC | History | Added to | 67,190 | 4,434 | 0.85% | 0.78% | 848 | +10,859 | 19.28% | Q4 2025 | Jan 27, 2026 |
| Summit Wealth Partners, LLC | History | Reduced | 67,063 | 4,426 | 0.82% | 0.81% | 849 | -1,858 | -2.7% | Q4 2025 | Jan 27, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 66,948 | 4,418 | 0.12% | 0.16% | 850 | +27,043 | 67.77% | Q4 2025 | Feb 10, 2026 |
| USAdvisors Wealth Management, LLC | History | Reduced | 66,886 | 4,414 | 1.45% | 1.55% | 851 | -2,076 | -3.01% | Q4 2025 | Feb 05, 2026 |
| COZAD ASSET MANAGEMENT INC | History | Added to | 66,811 | 4,409 | 0.34% | 0.34% | 852 | +389 | 0.59% | Q4 2025 | Feb 13, 2026 |
| Forza Wealth Management, LLC | History | Reduced | 66,397 | 4,382 | 1.58% | 1.67% | 853 | -245 | -0.37% | Q4 2025 | Feb 02, 2026 |
| Element Wealth, LLC | History | Added to | 66,092 | 4,362 | 1.8% | 1.84% | 854 | +1,190 | 1.83% | Q4 2025 | Feb 13, 2026 |
| Blueprint Financial Advisors LLC | History | Reduced | 66,079 | 4,361 | 0.67% | 1.04% | 855 | -7,755 | -10.5% | Q4 2025 | Feb 13, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | Reduced | 65,830 | 4,344 | 0.27% | 0.28% | 856 | -1,160 | -1.73% | Q4 2025 | Feb 12, 2026 |
| NOVEM GROUP | History | Reduced | 65,733 | 4,338 | 0.5% | 0.52% | 857 | -2,230 | -3.28% | Q4 2025 | Jan 27, 2026 |
| Newman Dignan & Sheerar, Inc. | History | Reduced | 65,604 | 4,329 | 0.9% | 0.93% | 858 | -522 | -0.79% | Q4 2025 | Jan 22, 2026 |
| RDA Financial Network | History | Added to | 65,554 | 4,326 | 1.04% | 1.04% | 859 | +697 | 1.07% | Q4 2025 | Jan 06, 2026 |
| Breakwater Capital Group | History | Added to | 65,495 | 4,322 | 0.6% | 0.62% | 860 | +774 | 1.2% | Q4 2025 | Jan 09, 2026 |
| CENTRAL BANK & TRUST CO | History | Added to | 65,136 | 4,298 | 0.66% | 0.67% | 861 | +225 | 0.35% | Q4 2025 | Jan 09, 2026 |
| KICKSTAND VENTURES, LLC. | History | Added to | 65,073 | 4,294 | 0.9% | 0.91% | 862 | +1,875 | 2.97% | Q4 2025 | Jan 29, 2026 |
| Strategic Blueprint, LLC | History | Added to | 65,050 | 4,293 | 0.25% | 0.18% | 863 | +2,129 | 3.38% | Q4 2025 | Jan 30, 2026 |
| SYNTAX RESEARCH, INC. | History | Added to | 64,751 | 4,273 | 2.64% | 2.7% | 864 | +289 | 0.45% | Q4 2025 | Feb 02, 2026 |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC | History | Added to | 64,355 | 4,247 | 2.82% | 2.83% | 865 | +313 | 0.49% | Q4 2025 | Jan 09, 2026 |
| STAR Financial Bank | History | Reduced | 64,325 | 4,245 | 2.17% | 2.52% | 867 | -1,071 | -1.64% | Q4 2025 | Feb 13, 2026 |
| NBT BANK N A /NY | History | Added to | 63,516 | 4,245 | 0.27% | 0.27% | 866 | +480 | 0.76% | Q4 2025 | Jan 23, 2026 |
| Intrua Financial, LLC | History | Added to | 64,176 | 4,235 | 0.45% | 0.4% | 868 | +7,876 | 13.99% | Q4 2025 | Feb 05, 2026 |
| Alhambra Investment Management LLC | History | Added to | 64,076 | 4,228 | 1.97% | 1.95% | 869 | +1,006 | 1.6% | Q4 2025 | Jan 15, 2026 |
| Bricktown Capital, LLC | History | Reduced | 63,970 | 4,222 | 0.71% | 0.85% | 870 | -15,000 | -18.99% | Q4 2025 | Jan 15, 2026 |
| Insight Advisors, LLC/ PA | History | Added to | 63,850 | 4,214 | 0.64% | 0.51% | 871 | +12,652 | 24.71% | Q4 2025 | Feb 11, 2026 |
| Sky Investment Group LLC | History | Reduced | 63,836 | 4,213 | 0.7% | 0.71% | 872 | -1,450 | -2.22% | Q4 2025 | Jan 14, 2026 |
| ETF Store, Inc. | History | Added to | 63,827 | 4,212 | 4.3% | 4.38% | 873 | +524 | 0.83% | Q4 2025 | Jan 22, 2026 |
| MidAtlantic Capital Management, Inc. | History | Reduced | 63,713 | 4,205 | 2.69% | 2.85% | 874 | -182 | -0.28% | Q4 2025 | Feb 10, 2026 |
| VestGen Advisors, LLC | History | Reduced | 63,561 | 4,195 | 0.18% | 0.45% | 875 | -144,465 | -69.45% | Q4 2025 | Feb 17, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Reduced | 63,541 | 4,193 | 0.23% | 0.25% | 876 | -3,921 | -5.81% | Q4 2025 | Jan 13, 2026 |
| LifeSteps Financial, Inc. | History | Reduced | 63,497 | 4,190 | 2.68% | 2.73% | 877 | -1,748 | -2.68% | Q4 2025 | Jan 28, 2026 |
| ProVise Management Group, LLC | History | Added to | 63,108 | 4,165 | 0.3% | 0.3% | 878 | +432 | 0.69% | Q4 2025 | Jan 29, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 62,795 | 4,144 | 0.05% | 0.04% | 879 | +5,079 | 8.8% | Q4 2025 | Feb 02, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 62,783 | 4,143 | 0.05% | 0.05% | 880 | -104 | -0.17% | Q4 2025 | Feb 05, 2026 |
| Inman Jager Wealth Management, LLC | History | Added to | 62,136 | 4,100 | 2.51% | 2.58% | 881 | +132 | 0.21% | Q4 2025 | Jan 26, 2026 |
| Grey Fox Wealth Advisors, LLC | History | Reduced | 61,691 | 4,071 | 0.83% | 0.84% | 882 | -1,433 | -2.27% | Q4 2025 | Feb 12, 2026 |
| River Wealth Advisors LLC | History | Reduced | 61,384 | 4,051 | 0.45% | 0.5% | 883 | -4,648 | -7.04% | Q4 2025 | Feb 13, 2026 |
| Verus Financial Partners, Inc. | History | Reduced | 57,942 | 4,033 | 0.37% | 0.38% | 884 | -3,406 | -5.55% | Q4 2025 | Feb 02, 2026 |
| Greykasell Wealth Strategies, Inc. | History | Reduced | 60,957 | 4,023 | 1.59% | 1.84% | 885 | -5,880 | -8.8% | Q4 2025 | Feb 11, 2026 |
| Forum Private Client Group LLC | History | Reduced | 60,893 | 4,018 | 1.37% | 1.64% | 886 | -9,658 | -13.69% | Q4 2025 | Feb 06, 2026 |
| REBALANCE, LLC | History | Added to | 60,667 | 4,004 | 0.23% | 0.24% | 887 | +121 | 0.2% | Q4 2025 | Jan 15, 2026 |
| Tenzing Financial LLC | History | New | 60,640 | 4,002 | 3.25% | — | 888 | +60,640 | New | Q4 2025 | Feb 13, 2026 |
| Kera Capital Partners, Inc. | History | Reduced | 58,176 | 3,994 | 0.49% | 0.61% | 889 | -4,307 | -6.89% | Q4 2025 | Feb 23, 2026 |
| GenTrust, LLC | History | Reduced | 60,509 | 3,993 | 0.17% | 0.19% | 890 | -2,589 | -4.1% | Q4 2025 | Feb 02, 2026 |
| Horizon Investments, LLC | History | Added to | 60,226 | 3,974 | 0.05% | 0.05% | 891 | +118 | 0.2% | Q4 2025 | Feb 02, 2026 |
| Nilsine Partners, LLC | History | No change | 59,693 | 3,939 | 0.34% | 0.35% | 892 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Joel Isaacson & Co., LLC | History | Added to | 59,556 | 3,930 | 0.13% | 0.14% | 893 | +1,046 | 1.79% | Q4 2025 | Jan 30, 2026 |
| Sachetta, LLC | History | Added to | 59,192 | 3,906 | 2.14% | 1.11% | 894 | +13,481 | 29.49% | Q4 2025 | Feb 02, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | Reduced | 58,929 | 3,889 | 0.04% | 0.04% | 895 | -530 | -0.89% | Q4 2025 | Feb 05, 2026 |
| Astra Wealth Partners LLC | History | Added to | 58,853 | 3,884 | 2.28% | 2.49% | 896 | +1,611 | 2.81% | Q4 2025 | Feb 02, 2026 |
| Coppell Advisory Solutions LLC | History | Added to | 58,028 | 3,870 | 0.38% | 0.32% | 897 | +11,278 | 24.12% | Q4 2025 | Feb 17, 2026 |
| Financial Strategies Group, Inc. | History | Added to | 56,173 | 3,862 | 0.7% | 0.68% | 898 | +874 | 1.58% | Q4 2025 | Feb 05, 2026 |
| Hudson Oak Wealth Advisory LLC | History | New | 58,284 | 3,846 | 3.39% | — | 899 | +58,284 | New | Q4 2025 | Jan 23, 2026 |
| Capital Group Private Client Services, Inc. | History | Reduced | 58,192 | 3,840 | 0.06% | 0.06% | 900 | -554 | -0.94% | Q4 2025 | Feb 11, 2026 |
| McGlone Suttner Wealth Management, Inc. | History | Reduced | 58,111 | 3,835 | 0.52% | 0.53% | 901 | -82 | -0.14% | Q4 2025 | Jan 15, 2026 |
| HighMark Wealth Management LLC | History | Added to | 58,067 | 3,832 | 1.56% | 1.65% | 902 | +466 | 0.81% | Q4 2025 | Feb 05, 2026 |
| SigFig Wealth Management, LLC | History | Added to | 58,001 | 3,828 | 0.11% | 0.11% | 903 | +1,747 | 3.11% | Q4 2025 | Jan 16, 2026 |
| Benchmark Financial Wealth Advisors, LLC | History | Added to | 57,741 | 3,810 | 1.09% | 1.12% | 904 | +489 | 0.85% | Q4 2025 | Jan 27, 2026 |
| Vericrest Private Wealth | History | New | 57,676 | 3,806 | 3.38% | — | 905 | +57,676 | New | Q4 2025 | Mar 12, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Added to | 57,317 | 3,782 | 0.52% | 0.09% | 906 | +48,214 | 529.65% | Q4 2025 | Feb 17, 2026 |
| WRAPMANAGER INC | History | Reduced | 57,234 | 3,777 | 1.28% | 1.36% | 907 | -10,566 | -15.58% | Q4 2025 | Feb 06, 2026 |
| HM PAYSON & CO | History | Added to | 57,106 | 3,768 | 0.05% | 0.05% | 908 | +2,381 | 4.35% | Q4 2025 | Feb 12, 2026 |
| TICINO WEALTH | History | New | 56,994 | 3,761 | 1.39% | — | 910 | +56,994 | New | Q4 2025 | Jan 27, 2026 |
| Betterment LLC | History | Added to | 56,988 | 3,761 | 0.01% | 0.01% | 909 | +4,102 | 7.76% | Q4 2025 | Feb 12, 2026 |
| Fluent Financial, LLC | History | New | 56,845 | 3,751 | 1.43% | — | 911 | +56,845 | New | Q4 2025 | Jan 14, 2026 |
| Dakota Wealth Management | History | Reduced | 56,756 | 3,745 | 0.07% | 0.08% | 912 | -3,707 | -6.13% | Q4 2025 | Jan 13, 2026 |
| Braeburn Wealth Management LLC | History | New | 56,682 | 3,740 | 1.91% | — | 913 | +56,682 | New | Q4 2025 | Feb 18, 2026 |
| Caprock Group, LLC | History | Added to | 56,534 | 3,731 | 0.08% | 0.08% | 914 | +8,168 | 16.89% | Q4 2025 | Jan 28, 2026 |
| HEADINVEST, LLC | History | No change | 56,447 | 3,725 | 0.74% | 0.76% | 915 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Vise Technologies, Inc. | History | Added to | 56,279 | 3,714 | 0.07% | 0.07% | 916 | +28,866 | 105.3% | Q4 2025 | Feb 11, 2026 |
| GEM Asset Management, LLC | History | Added to | 54,331 | 3,708 | 1.65% | 1.28% | 917 | +12,937 | 31.25% | Q4 2025 | Jan 09, 2026 |
| High Net Worth Advisory Group LLC | History | Added to | 56,031 | 3,698 | 0.85% | 0.85% | 918 | +1,822 | 3.36% | Q4 2025 | Jan 23, 2026 |
| 360 Financial, Inc. | History | Reduced | 55,890 | 3,688 | 1.11% | 1.2% | 919 | -1,223 | -2.14% | Q4 2025 | Feb 13, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Reduced | 55,760 | 3,680 | 0.4% | 1.31% | 920 | -120,032 | -68.28% | Q4 2025 | Feb 18, 2026 |
| Counterweight Ventures, LLC | History | Added to | 55,771 | 3,680 | 2.06% | 2.13% | 921 | +86 | 0.15% | Q4 2025 | Jan 15, 2026 |
| HERITAGE INVESTORS MANAGEMENT CORP | History | Reduced | 55,719 | 3,677 | 0.11% | 0.11% | 922 | -113 | -0.2% | Q4 2025 | Feb 06, 2026 |
| AGF MANAGEMENT LTD | History | Reduced | 55,505 | 3,663 | 0.02% | 0.02% | 923 | -625 | -1.11% | Q4 2025 | Feb 17, 2026 |
| AMES NATIONAL CORP | History | Added to | 55,355 | 3,653 | 2.14% | 1.95% | 924 | +4,945 | 9.81% | Q4 2025 | Feb 13, 2026 |
| WEALTH ALLIANCE, LLC | History | Reduced | 55,284 | 3,648 | 0.36% | 0.38% | 925 | -1,729 | -3.03% | Q4 2025 | Feb 13, 2026 |
| ALPHA CAPITAL ADVISORS INC /ADV | History | New | 52,570 | 3,646 | 3.38% | — | 926 | +52,570 | New | Q4 2025 | Feb 18, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 55,220 | 3,644 | 0.18% | 0.39% | 927 | -69,670 | -55.79% | Q4 2025 | Jan 20, 2026 |
| AUA CAPITAL MANAGEMENT, LLC | History | Added to | 55,170 | 3,641 | 1.83% | 1.68% | 928 | +9,185 | 19.97% | Q4 2025 | Jan 23, 2026 |
| CONNORS INVESTOR SERVICES INC | History | Added to | 55,007 | 3,630 | 0.31% | 0.18% | 929 | +22,938 | 71.53% | Q4 2025 | Feb 09, 2026 |
| KPP Advisory Services LLC | History | Reduced | 54,847 | 3,619 | 0.53% | 0.54% | 930 | -1,549 | -2.75% | Q4 2025 | Feb 02, 2026 |
| BOSTON FAMILY OFFICE LLC | History | Added to | 54,816 | 3,618 | 0.23% | 0.22% | 931 | +856 | 1.59% | Q4 2025 | Feb 13, 2026 |
| Claro Advisors Inc. | History | Added to | 54,642 | 3,606 | 0.49% | 0.46% | 932 | +6,146 | 12.67% | Q4 2025 | Feb 17, 2026 |
| FLAGSTAR ADVISORS INC | History | Reduced | 54,463 | 3,594 | 1.2% | 1.11% | 933 | -967 | -1.74% | Q4 2025 | Jan 13, 2026 |
| BALANCED WEALTH GROUP LLC | History | Added to | 54,852 | 3,592 | 1.31% | 1.51% | 934 | +29 | 0.05% | Q4 2025 | Jan 13, 2026 |
| LOM Asset Management Ltd | History | Added to | 54,283 | 3,582 | 1.04% | 1.07% | 935 | +752 | 1.4% | Q4 2025 | Jan 23, 2026 |
| Convergence Financial, LLC | History | Reduced | 54,261 | 3,581 | 0.52% | 0.68% | 936 | -15,293 | -21.99% | Q4 2025 | Feb 11, 2026 |
| Capital Developers, LLC | History | New | 54,232 | 3,579 | 3.21% | — | 937 | +54,232 | New | Q4 2025 | Jan 30, 2026 |
| CAMDEN NATIONAL BANK | History | Added to | 54,171 | 3,575 | 0.49% | 0.36% | 938 | +15,218 | 39.07% | Q4 2025 | Feb 10, 2026 |
| Prosperity Consulting Group, LLC | History | Added to | 54,167 | 3,575 | 0.16% | 0.17% | 939 | +46 | 0.08% | Q4 2025 | Feb 17, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 53,819 | 3,552 | 0.02% | 0.01% | 940 | +20,509 | 61.57% | Q4 2025 | Jan 27, 2026 |
| Bowman & Co S.C. | History | Added to | 53,768 | 3,548 | 1.49% | 1.47% | 941 | +337 | 0.63% | Q4 2025 | Jan 23, 2026 |
| SeaBridge Investment Advisors LLC | History | No change | 53,549 | 3,534 | 0.58% | 0.57% | 942 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Capital Squared Financial LLC | History | Added to | 53,275 | 3,516 | 2.74% | 2.49% | 943 | +9,347 | 21.28% | Q4 2025 | Apr 17, 2026 |
| Variant Private Wealth, LLC | History | Reduced | 53,259 | 3,515 | 3.65% | 3.72% | 944 | -8,381 | -13.6% | Q4 2025 | Jan 26, 2026 |
| John A. Wolfe & Associates, Inc. | History | New | 52,856 | 3,488 | 1.88% | — | 945 | +52,856 | New | Q4 2025 | Mar 16, 2026 |
| Providence Capital Advisors, LLC | History | Added to | 52,805 | 3,485 | 0.59% | 0.57% | 946 | +1,980 | 3.9% | Q4 2025 | Feb 12, 2026 |
| Arlington Trust Co LLC | History | Added to | 52,748 | 3,481 | 0.35% | 0.2% | 947 | +35,561 | 206.91% | Q4 2025 | Jan 30, 2026 |
| Sowell Financial Services LLC | History | Added to | 52,394 | 3,458 | 0.13% | 0.13% | 948 | +616 | 1.19% | Q4 2025 | Jan 21, 2026 |
| BOSTON RESEARCH & MANAGEMENT INC | History | Added to | 52,316 | 3,452 | 0.8% | 0.73% | 949 | +1,289 | 2.53% | Q4 2025 | Feb 11, 2026 |
| NORTH DALLAS BANK & TRUST CO | History | New | 51,952 | 3,428 | 2.24% | — | 950 | +51,952 | New | Q4 2025 | Feb 11, 2026 |
| Clay Northam Wealth Management, LLC | History | Added to | 51,655 | 3,409 | 1.89% | 1.75% | 951 | +4,595 | 9.76% | Q4 2025 | Feb 17, 2026 |
| TRUE Private Wealth Advisors | History | Reduced | 51,581 | 3,404 | 0.34% | 0.36% | 952 | -2,069 | -3.86% | Q4 2025 | Feb 13, 2026 |
| Joel Adams & Associates, Inc. | History | Reduced | 51,470 | 3,397 | 2.55% | 2.86% | 953 | -2,860 | -5.26% | Q4 2025 | Jan 27, 2026 |
| Gotham Asset Management, LLC | History | Added to | 50,985 | 3,365 | 0.01% | 0.01% | 954 | +15,271 | 42.76% | Q4 2025 | Feb 17, 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | History | Reduced | 50,931 | 3,361 | 0.55% | 0.62% | 955 | -3,056 | -5.66% | Q4 2025 | Feb 11, 2026 |
| Wellspring Financial Advisors, LLC | History | Reduced | 1,275,558 | 3,360 | 0.27% | 0.38% | 956 | -12,141 | -0.94% | Q4 2025 | Feb 11, 2026 |
| ForthRight Wealth Management, LLC | History | Reduced | 50,805 | 3,353 | 0.96% | 0.98% | 957 | -1,068 | -2.06% | Q4 2025 | Jan 13, 2026 |
| National Wealth Management Group, LLC | History | Added to | 50,758 | 3,350 | 1.16% | 1.13% | 958 | +4,920 | 10.73% | Q4 2025 | Jan 12, 2026 |
| FARMERS TRUST CO | History | Reduced | 50,254 | 3,316 | 0.54% | 0.58% | 959 | -1,100 | -2.14% | Q4 2025 | Jan 06, 2026 |
| C2C Wealth Management, LLC | History | Reduced | 50,231 | 3,315 | 2.79% | 2.85% | 960 | -583 | -1.15% | Q4 2025 | Jan 21, 2026 |
| Center for Financial Planning, Inc. | History | Added to | 49,937 | 3,295 | 0.34% | 0.35% | 961 | +390 | 0.79% | Q4 2025 | Feb 05, 2026 |
| MOR Wealth Management, LLC | History | New | 49,818 | 3,287 | 1.5% | — | 963 | +49,818 | New | Q4 2025 | Jan 15, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | Added to | 49,810 | 3,287 | 0.12% | 0.08% | 962 | +5,300 | 11.91% | Q4 2025 | Feb 04, 2026 |
| Crumly & Associates Inc. | History | No change | 49,774 | 3,285 | 0.69% | 0.71% | 964 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Private Capital Management, LLC | History | Added to | 49,602 | 3,273 | 0.3% | 0.28% | 965 | +947 | 1.95% | Q4 2025 | Feb 17, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 49,528 | 3,268 | 0.12% | 0.12% | 966 | +1,385 | 2.88% | Q4 2025 | Feb 06, 2026 |
| Perennial Investment Advisors, LLC | History | Reduced | 49,125 | 3,242 | 0.26% | 0.28% | 967 | -2,701 | -5.21% | Q4 2025 | Feb 17, 2026 |
| OKABENA INVESTMENT SERVICES INC | History | Added to | 49,025 | 3,235 | 0.62% | 0.54% | 968 | +6,404 | 15.03% | Q4 2025 | Feb 13, 2026 |
| Aureum Wealth Management, LLC | History | New | 48,805 | 3,221 | 2.99% | — | 969 | +48,805 | New | Q4 2025 | Jan 28, 2026 |
| Embree Financial Group | History | Reduced | 48,783 | 3,219 | 0.39% | 0.46% | 970 | -4,364 | -8.21% | Q4 2025 | Jan 14, 2026 |
| LVZ, Inc. | History | Reduced | 48,646 | 3,210 | 0.36% | 0.59% | 971 | -30,373 | -38.44% | Q4 2025 | Feb 10, 2026 |
| Bank of New Hampshire | History | New | 48,506 | 3,201 | 0.72% | — | 972 | +48,506 | New | Q4 2025 | Mar 16, 2026 |
| Cadence Bank | History | Added to | 48,369 | 3,192 | 0.19% | 0.18% | 973 | +4,031 | 9.09% | Q4 2025 | Jan 30, 2026 |
| General Partner, Inc. | History | No change | 48,296 | 3,187 | 1.81% | 1.73% | 974 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| SOA Wealth Advisors, LLC. | History | Reduced | 48,254 | 3,184 | 0.54% | 0.57% | 975 | -2,696 | -5.29% | Q4 2025 | Jan 20, 2026 |
| Hirtle Callaghan & Co LLC | History | Added to | 48,068 | 3,172 | 0.11% | 0.1% | 976 | +2,385 | 5.22% | Q4 2025 | Feb 04, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Added to | 47,926 | 3,163 | 0.15% | 0.15% | 977 | +155 | 0.32% | Q4 2025 | Feb 04, 2026 |
| Richard W. Paul & Associates, LLC | History | Reduced | 47,873 | 3,159 | 1.05% | 1.07% | 978 | -87 | -0.18% | Q4 2025 | Feb 12, 2026 |
| Quadcap Wealth Management, LLC | History | Reduced | 47,767 | 3,152 | 0.36% | 0.39% | 979 | -2,424 | -4.83% | Q4 2025 | Jan 29, 2026 |
| Petros Family Wealth, LLC | History | Added to | 47,627 | 3,143 | 2.09% | 2.25% | 981 | +6,378 | 15.46% | Q4 2025 | Jan 14, 2026 |
| Oakworth Capital, Inc. | History | Reduced | 47,632 | 3,143 | 0.17% | 0.18% | 980 | -336 | -0.7% | Q4 2025 | Jan 30, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 47,331 | 3,123 | 0.33% | 0.32% | 982 | +2,578 | 5.76% | Q4 2025 | Feb 13, 2026 |
| Brown Miller Wealth Management, LLC | History | Added to | 47,317 | 3,122 | 0.86% | 0.77% | 983 | +5,664 | 13.6% | Q4 2025 | Jan 23, 2026 |
| Verdence Capital Advisors LLC | History | Reduced | 47,040 | 3,104 | 0.18% | 0.23% | 984 | -14,183 | -23.17% | Q4 2025 | Jan 29, 2026 |
| Artemis Wealth Advisors, LLC | History | No change | 46,740 | 3,084 | 0.44% | 0.33% | 985 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Freestone Capital Holdings, LLC | History | Reduced | 46,659 | 3,079 | 0.09% | 0.09% | 986 | -465 | -0.99% | Q4 2025 | Jan 23, 2026 |
| Carnegie Investment Counsel | History | Reduced | 46,499 | 3,068 | 0.06% | 0.06% | 987 | -3,007 | -6.07% | Q4 2025 | Jan 23, 2026 |
| WETZEL INVESTMENT ADVISORS, INC. | History | Reduced | 46,209 | 3,049 | 1.23% | 1.3% | 988 | -321 | -0.69% | Q4 2025 | Jan 22, 2026 |
| Ballew Advisors, Inc | History | Added to | 43,914 | 3,045 | 1.72% | 1.59% | 989 | +143 | 0.33% | Q4 2025 | Jan 14, 2026 |
| Alliance Wealth Advisors, LLC | History | Reduced | 45,777 | 3,021 | 1.31% | 1.69% | 991 | -11,891 | -20.62% | Q4 2025 | Jan 14, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 45,778 | 3,021 | 0.09% | 0.1% | 990 | +564 | 1.25% | Q4 2025 | Feb 12, 2026 |
| CAMBIAR INVESTORS LLC | History | Reduced | 45,755 | 3,019 | 0.13% | 0.19% | 992 | -18,337 | -28.61% | Q4 2025 | Jan 23, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 45,369 | 2,994 | 0.01% | 0.0% | 993 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Premier Path Wealth Partners, LLC | History | Reduced | 45,181 | 2,981 | 0.38% | 0.4% | 994 | -1,954 | -4.15% | Q4 2025 | Jan 22, 2026 |
| SouthState Bank Corp | History | Added to | 45,134 | 2,978 | 0.13% | 0.11% | 995 | +7,705 | 20.59% | Q4 2025 | Feb 11, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 45,011 | 2,970 | 0.07% | 0.07% | 996 | +2,364 | 5.54% | Q4 2025 | Jan 28, 2026 |
| New England Private Wealth Advisors LLC | History | Reduced | 44,897 | 2,963 | 0.37% | 0.39% | 997 | -148 | -0.33% | Q4 2025 | Feb 13, 2026 |
| Fisher Asset Management, LLC | History | Added to | 44,631 | 2,945 | 0.0% | 0.0% | 998 | +8,164 | 22.39% | Q4 2025 | Feb 09, 2026 |
| RFG Advisory, LLC | History | Reduced | 44,564 | 2,941 | 0.06% | 0.06% | 999 | -3,514 | -7.31% | Q4 2025 | Feb 03, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 44,415 | 2,931 | 0.14% | 0.17% | 1000 | -9,384 | -17.44% | Q4 2025 | Feb 13, 2026 |
| Pacific Park Financial, Inc. | History | New | 44,266 | 2,921 | 1.82% | — | 1001 | +44,266 | New | Q4 2025 | Jan 30, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 42,057 | 2,917 | 0.14% | 0.09% | 1003 | +19,235 | 84.28% | Q4 2025 | Feb 03, 2026 |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | History | Reduced | 44,200 | 2,917 | 1.03% | 1.08% | 1002 | -2,477 | -5.31% | Q4 2025 | Jan 21, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 44,172 | 2,915 | 0.34% | 0.37% | 1004 | +11,377 | 34.69% | Q4 2025 | Feb 13, 2026 |
| Adirondack Capital Advisors, LLC | History | New | 43,998 | 2,903 | 1.95% | — | 1005 | +43,998 | New | Q4 2025 | Feb 03, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | New | 43,872 | 2,895 | 0.49% | — | 1007 | +43,872 | New | Q4 2025 | Feb 12, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | Reduced | 43,868 | 2,895 | 0.28% | 0.28% | 1006 | -1,503 | -3.31% | Q4 2025 | Jan 23, 2026 |
| DELTA FINANCIAL ADVISORS LLC | History | Reduced | 43,678 | 2,882 | 0.75% | 0.81% | 1008 | -292 | -0.66% | Q4 2025 | Feb 06, 2026 |
| Missouri Trust & Investment Co | History | No change | 43,640 | 2,880 | 0.85% | 0.84% | 1009 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Polaris Investment Advisors, LLC | History | New | 43,533 | 2,873 | 2.08% | — | 1010 | +43,533 | New | Q4 2025 | Jan 15, 2026 |
| SWP FINANCIAL LLC | History | Reduced | 43,374 | 2,862 | 1.44% | 1.47% | 1011 | -791 | -1.79% | Q4 2025 | Jan 16, 2026 |
| Willis Johnson & Associates, Inc. | History | Reduced | 43,315 | 2,858 | 0.18% | 0.25% | 1012 | -18,021 | -29.38% | Q4 2025 | Jan 22, 2026 |
| VISTA INVESTMENT MANAGEMENT | History | Added to | 43,240 | 2,853 | 0.94% | 0.98% | 1013 | +209 | 0.49% | Q4 2025 | Feb 17, 2026 |
| Keel Point, LLC | History | Reduced | 43,113 | 2,845 | 0.17% | 0.17% | 1014 | -314 | -0.72% | Q4 2025 | Feb 12, 2026 |
| HTG Investment Advisors, Inc. | History | Reduced | 42,851 | 2,828 | 0.87% | 1.53% | 1015 | -26,890 | -38.56% | Q4 2025 | Feb 02, 2026 |
| SVB WEALTH LLC | History | Reduced | 42,675 | 2,816 | 0.17% | 0.21% | 1016 | -15,942 | -27.2% | Q4 2025 | Feb 04, 2026 |
| Taylor Financial Group, Inc. | History | Added to | 42,604 | 2,811 | 1.65% | 1.59% | 1017 | +348 | 0.82% | Q4 2025 | Feb 06, 2026 |
| Cushing Capital Partners, LLC | History | Reduced | 42,461 | 2,802 | 2.08% | 2.28% | 1018 | -2,138 | -4.79% | Q4 2025 | Jan 14, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 42,414 | 2,799 | 0.0% | 0.0% | 1019 | -8,920 | -17.38% | Q4 2025 | Feb 11, 2026 |
| Novak & Powell Financial Services, Inc. | History | Added to | 42,168 | 2,783 | 1.45% | 1.44% | 1020 | +145 | 0.35% | Q4 2025 | Feb 10, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 42,164 | 2,782 | 0.18% | 0.19% | 1021 | -346 | -0.81% | Q4 2025 | Feb 03, 2026 |
| Brightwater Advisory LLC | History | Added to | 42,114 | 2,779 | 1.88% | 1.82% | 1023 | +1,569 | 3.87% | Q4 2025 | Feb 12, 2026 |
| Ellevest, Inc. | History | Reduced | 42,111 | 2,779 | 0.38% | 0.39% | 1022 | -235 | -0.55% | Q4 2025 | Feb 10, 2026 |
| AMARA FINANCIAL, LLC. | History | Reduced | 41,981 | 2,770 | 1.92% | 2.04% | 1024 | -509 | -1.2% | Q4 2025 | Feb 03, 2026 |
| Rockwood Wealth Management, LLC | History | Added to | 41,719 | 2,753 | 0.21% | 0.19% | 1025 | +5,819 | 16.21% | Q4 2025 | Jan 29, 2026 |
| Pitti Group Wealth Management, LLC | History | Added to | 41,655 | 2,749 | 2.26% | 2.3% | 1026 | +238 | 0.57% | Q4 2025 | Feb 13, 2026 |
| Summit Investment Advisory Services, LLC | History | Reduced | 41,611 | 2,746 | 1.04% | 1.08% | 1027 | -86 | -0.21% | Q4 2025 | Feb 04, 2026 |
| ASSETMARK, INC | History | Added to | 41,474 | 2,737 | 0.01% | 0.01% | 1028 | +4,703 | 12.79% | Q4 2025 | Jan 23, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 40,960 | 2,732 | 0.18% | 0.2% | 1029 | +507 | 1.25% | Q4 2025 | Jan 15, 2026 |
| FLC Capital Advisors | History | Reduced | 41,239 | 2,721 | 0.5% | 0.53% | 1030 | -381 | -0.92% | Q4 2025 | Feb 11, 2026 |
| LPWM LLC | History | Added to | 41,165 | 2,716 | 0.69% | 0.36% | 1031 | +20,449 | 98.71% | Q4 2025 | Jan 06, 2026 |
| Diversified Portfolios, Inc. | History | Reduced | 41,148 | 2,715 | 0.23% | 0.24% | 1032 | -220 | -0.53% | Q4 2025 | Feb 09, 2026 |
| UNIVEST FINANCIAL Corp | History | Reduced | 41,120 | 2,713 | 0.14% | 0.15% | 1033 | -499 | -1.2% | Q4 2025 | Feb 04, 2026 |
| Symphony Financial, Ltd. Co. | History | Reduced | 40,863 | 2,709 | 0.36% | 0.4% | 1034 | -8,808 | -17.73% | Q4 2025 | Feb 11, 2026 |
| Wealth Group Ltd | History | Reduced | 41,034 | 2,708 | 0.61% | 0.62% | 1035 | -239 | -0.58% | Q4 2025 | Jan 12, 2026 |
| NorthLanding Financial Partners, LLC | History | Added to | 41,017 | 2,707 | 2.17% | 2.2% | 1036 | +624 | 1.54% | Q4 2025 | Jan 26, 2026 |
| Colony Family Offices, LLC | History | No change | 40,977 | 2,704 | 0.68% | 0.69% | 1037 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| ARBOR TRUST WEALTH ADVISORS, LLC | History | Reduced | 40,647 | 2,682 | 1.17% | 1.26% | 1038 | -2,241 | -5.23% | Q4 2025 | Feb 05, 2026 |
| RIK SAYLOR FINANCIAL, INC. | History | Reduced | 40,496 | 2,672 | 1.96% | 1.97% | 1039 | -781 | -1.89% | Q4 2025 | Feb 12, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 40,326 | 2,661 | 0.2% | 0.2% | 1040 | +1,550 | 4.0% | Q4 2025 | Feb 13, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 40,277 | 2,658 | 0.0% | 0.01% | 1041 | -71,113 | -63.84% | Q4 2025 | Feb 17, 2026 |
| Operose Advisors LLC | History | Reduced | 40,236 | 2,655 | 0.62% | 0.69% | 1042 | -2,315 | -5.44% | Q4 2025 | Feb 10, 2026 |
| CLUNE & ASSOCIATES, LTD. | History | Added to | 40,209 | 2,653 | 0.57% | 0.52% | 1043 | +8,136 | 25.37% | Q4 2025 | Feb 09, 2026 |
| Cosner Financial Group, LLC | History | Added to | 40,039 | 2,642 | 1.35% | 1.21% | 1045 | +5,655 | 16.45% | Q4 2025 | Jan 30, 2026 |
| Ascent Wealth Partners, LLC | History | Added to | 40,039 | 2,642 | 0.3% | 0.3% | 1044 | +793 | 2.02% | Q4 2025 | Feb 02, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | Reduced | 39,867 | 2,631 | 0.08% | 0.08% | 1046 | -352 | -0.88% | Q4 2025 | Feb 13, 2026 |
| CoreFirst Bank & Trust | History | Reduced | 39,777 | 2,625 | 1.42% | 1.72% | 1047 | -8,963 | -18.39% | Q4 2025 | Feb 11, 2026 |
| GENESIS PRIVATE WEALTH, LLC | History | New | 39,762 | 2,624 | 0.81% | — | 1048 | +39,762 | New | Q4 2025 | Jan 08, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | Reduced | 39,622 | 2,615 | 0.14% | 0.16% | 1049 | -4,280 | -9.75% | Q4 2025 | Feb 13, 2026 |
| XML Financial, LLC | History | Reduced | 38,981 | 2,572 | 0.21% | 0.21% | 1050 | -557 | -1.41% | Q4 2025 | Feb 11, 2026 |
| Capital Advisors, Ltd. LLC | History | Reduced | 38,889 | 2,567 | 0.29% | 0.29% | 1051 | -259 | -0.66% | Q4 2025 | Jan 21, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 38,791 | 2,560 | 0.03% | 0.03% | 1052 | +3,402 | 9.61% | Q4 2025 | Feb 02, 2026 |
| WorthPointe, LLC | History | Reduced | 38,598 | 2,547 | 0.67% | 0.95% | 1053 | -47 | -0.12% | Q4 2025 | Jan 26, 2026 |
| NorthRock Partners, LLC | History | Reduced | 38,555 | 2,544 | 0.04% | 0.05% | 1054 | -5,110 | -11.7% | Q4 2025 | Feb 17, 2026 |
| Forefront Wealth Partners, LLC | History | Added to | 38,417 | 2,535 | 1.2% | 0.6% | 1055 | +1,773 | 4.84% | Q4 2025 | Feb 06, 2026 |
| Coastal Bridge Advisors, LLC | History | Added to | 38,377 | 2,532 | 0.19% | 0.18% | 1056 | +2,881 | 8.12% | Q4 2025 | Feb 18, 2026 |
| 4Thought Financial Group Inc. | History | Added to | 38,110 | 2,515 | 1.25% | 0.5% | 1057 | +22,943 | 151.27% | Q4 2025 | Jan 29, 2026 |
| Gilbert & Cook, Inc. | History | Reduced | 37,908 | 2,501 | 0.31% | 0.32% | 1058 | -139 | -0.37% | Q4 2025 | Jan 07, 2026 |
| Marble Wealth, LLC | History | New | 37,886 | 2,500 | 0.35% | — | 1059 | +37,886 | New | Q4 2025 | Feb 10, 2026 |
| Moors & Cabot, Inc. | History | Added to | 37,875 | 2,499 | 0.11% | 0.09% | 1060 | +7,175 | 23.37% | Q4 2025 | Feb 10, 2026 |
| Fairman Group, LLC | History | Reduced | 37,840 | 2,497 | 2.0% | 2.02% | 1061 | -551 | -1.44% | Q4 2025 | Feb 13, 2026 |
| STOCK YARDS BANK & TRUST CO | History | Added to | 37,791 | 2,494 | 0.08% | 0.07% | 1062 | +2,278 | 6.41% | Q4 2025 | Jan 21, 2026 |
| CANANDAIGUA NATIONAL BANK & TRUST CO | History | Reduced | 37,733 | 2,490 | 0.22% | 0.22% | 1063 | -302 | -0.79% | Q4 2025 | Jan 30, 2026 |
| MLP3, LLC | History | New | 37,532 | 2,477 | 2.7% | — | 1064 | +37,532 | New | Q4 2025 | Feb 13, 2026 |
| GeoWealth Management, LLC | History | Added to | 37,388 | 2,467 | 0.09% | 0.09% | 1065 | +57 | 0.15% | Q4 2025 | Feb 17, 2026 |
| GAMMA Investing LLC | History | Added to | 37,309 | 2,462 | 0.12% | 0.13% | 1066 | +1,616 | 4.53% | Q4 2025 | Jan 05, 2026 |
| OPINICUS CAPITAL, INC. | History | Added to | 37,231 | 2,457 | 1.71% | 1.67% | 1067 | +200 | 0.54% | Q4 2025 | Feb 04, 2026 |
| Nolet Wealth Management, LLC | History | New | 37,187 | 2,454 | 1.37% | — | 1068 | +37,187 | New | Q4 2025 | Feb 27, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 37,177 | 2,453 | 0.2% | 0.2% | 1069 | +1,522 | 4.27% | Q4 2025 | Jan 23, 2026 |
| SAPIENT CAPITAL LLC | History | Added to | 36,751 | 2,451 | 0.03% | 0.02% | 1070 | +13,459 | 57.78% | Q4 2025 | Feb 05, 2026 |
| Astoria Strategic Wealth, Inc. | History | Added to | 36,867 | 2,433 | 0.61% | 0.6% | 1071 | +298 | 0.81% | Q4 2025 | Feb 05, 2026 |
| HBK Sorce Advisory LLC | History | Added to | 33,870 | 2,429 | 0.06% | 0.05% | 1072 | +513 | 1.54% | Q4 2025 | Feb 09, 2026 |
| Towerpoint Wealth, LLC | History | Added to | 36,766 | 2,426 | 0.96% | 0.98% | 1073 | +196 | 0.54% | Q4 2025 | Jan 15, 2026 |
| Patten Group, Inc. | History | Reduced | 36,707 | 2,422 | 0.45% | 0.51% | 1074 | -3,661 | -9.07% | Q4 2025 | Jan 23, 2026 |
| Corsicana & Co. | History | Added to | 36,499 | 2,408 | 1.35% | 1.27% | 1075 | +1,925 | 5.57% | Q4 2025 | Jan 07, 2026 |
| Bensler, LLC | History | Added to | 36,462 | 2,406 | 0.24% | 0.25% | 1076 | +77 | 0.21% | Q4 2025 | Feb 04, 2026 |
| ERn Financial, LLC | History | Added to | 36,408 | 2,402 | 0.45% | 0.46% | 1077 | +341 | 0.95% | Q4 2025 | Jan 15, 2026 |
| FAS Wealth Partners, Inc. | History | Reduced | 36,279 | 2,394 | 0.15% | 0.16% | 1078 | -583 | -1.58% | Q4 2025 | Feb 18, 2026 |
| Lakeshore Financial Planning, Inc. | History | Reduced | 36,083 | 2,381 | 0.85% | 0.9% | 1079 | -901 | -2.44% | Q4 2025 | Feb 17, 2026 |
| Fourth Dimension Wealth, LLC | History | Added to | 36,089 | 2,381 | 0.87% | 0.88% | 1080 | +897 | 2.55% | Q4 2025 | Feb 04, 2026 |
| EVOKE WEALTH, LLC | History | Reduced | 36,068 | 2,380 | 0.04% | 0.06% | 1081 | -5,979 | -14.22% | Q4 2025 | Feb 06, 2026 |
| TFB Advisors LLC | History | Reduced | 35,988 | 2,375 | 0.66% | 0.7% | 1082 | -913 | -2.47% | Q4 2025 | Feb 13, 2026 |
| Biltmore Family Office, LLC | History | Added to | 35,944 | 2,372 | 0.33% | 0.31% | 1083 | +2,105 | 6.22% | Q4 2025 | Feb 04, 2026 |
| Antonelli Financial Advisors, LLC | History | Added to | 35,848 | 2,366 | 1.56% | 1.58% | 1084 | +270 | 0.76% | Q4 2025 | Jan 27, 2026 |
| Broadview Financial Management, LLC | History | Added to | 35,712 | 2,356 | 1.58% | 1.57% | 1085 | +47 | 0.13% | Q4 2025 | Feb 13, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | New | 35,683 | 2,355 | 0.01% | — | 1086 | +35,683 | New | Q4 2025 | Jan 26, 2026 |
| EJMK Ventures LLC | History | New | 35,648 | 2,352 | 1.45% | — | 1089 | +35,648 | New | Q4 2025 | Mar 03, 2026 |
| GW HENSSLER & ASSOCIATES LTD | History | Reduced | 35,639 | 2,352 | 0.11% | 0.14% | 1087 | -6,317 | -15.06% | Q4 2025 | Feb 10, 2026 |
| Sherman Asset Management, Inc. | History | No change | 35,646 | 2,352 | 1.99% | 2.01% | 1088 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| MY Wealth Management Inc. | History | Reduced | 35,537 | 2,345 | 2.04% | 2.13% | 1090 | -1,730 | -4.64% | Q4 2025 | Feb 10, 2026 |
| PALISADE CAPITAL MANAGEMENT, LP | History | Reduced | 35,479 | 2,341 | 0.07% | 0.07% | 1091 | -3,816 | -9.71% | Q4 2025 | Feb 17, 2026 |
| TIEMANN INVESTMENT ADVISORS, LLC | History | Added to | 35,482 | 2,341 | 0.91% | 0.86% | 1092 | +985 | 2.86% | Q4 2025 | Feb 13, 2026 |
| Heritage Wealth Management, Inc./Texas | History | Reduced | 35,351 | 2,333 | 1.01% | 1.14% | 1093 | -4,107 | -10.41% | Q4 2025 | Feb 09, 2026 |
| M Holdings Securities, Inc. | History | New | 35,315 | 2,331 | 0.17% | — | 1094 | +35,315 | New | Q4 2025 | Feb 11, 2026 |
| WASHINGTON TRUST BANK | History | No change | 35,210 | 2,323 | 0.16% | 0.17% | 1095 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Churchill Financial Advisors, LLC | History | New | 35,164 | 2,320 | 0.71% | — | 1096 | +35,164 | New | Q4 2025 | Feb 09, 2026 |
| GW&K Investment Management, LLC | History | Added to | 34,478 | 2,276 | 0.02% | 0.02% | 1097 | +5,964 | 20.92% | Q4 2025 | Feb 11, 2026 |
| Clarendon Private LLC | History | Added to | 34,467 | 2,274 | 1.93% | 1.63% | 1098 | +6,925 | 25.14% | Q4 2025 | Feb 05, 2026 |
| Higgins & Schmidt Wealth Strategies LLC | History | Reduced | 34,418 | 2,271 | 1.08% | 1.14% | 1099 | -57 | -0.17% | Q4 2025 | Jan 29, 2026 |
| Confluence Wealth Services, Inc. | History | Added to | 34,139 | 2,253 | 0.09% | 0.07% | 1100 | +12,521 | 57.92% | Q4 2025 | Jan 28, 2026 |
| Greenspring Advisors, LLC | History | Added to | 34,090 | 2,249 | 0.14% | 0.06% | 1101 | +29,135 | 587.99% | Q4 2025 | Feb 10, 2026 |
| CBIZ Investment Advisory Services, LLC | History | Added to | 33,876 | 2,235 | 0.08% | 0.08% | 1102 | +1,558 | 4.82% | Q4 2025 | Feb 09, 2026 |
| Sunpointe, LLC | History | Added to | 33,813 | 2,231 | 0.74% | 0.73% | 1103 | +2,674 | 8.59% | Q4 2025 | Jan 23, 2026 |
| Gradient Investments LLC | History | Added to | 33,551 | 2,214 | 0.04% | 0.04% | 1104 | +1,332 | 4.13% | Q4 2025 | Jan 08, 2026 |
| LYELL WEALTH MANAGEMENT, LP | History | Reduced | 33,485 | 2,210 | 0.16% | 0.18% | 1105 | -4,175 | -11.09% | Q4 2025 | Feb 12, 2026 |
| WFA of San Diego, LLC | History | Added to | 33,490 | 2,210 | 1.62% | 1.47% | 1106 | +404 | 1.22% | Q4 2025 | Feb 17, 2026 |
| Financial Management Professionals, Inc. | History | Added to | 33,436 | 2,206 | 0.23% | 0.23% | 1107 | +238 | 0.72% | Q4 2025 | Jan 27, 2026 |
| NICOLET BANKSHARES INC | History | Added to | 33,399 | 2,204 | 0.35% | 0.27% | 1108 | +7,485 | 28.88% | Q4 2025 | Feb 09, 2026 |
| Weinberger Asset Management, Inc | History | Reduced | 33,398 | 2,204 | 0.79% | 0.82% | 1109 | -1,153 | -3.34% | Q4 2025 | Feb 09, 2026 |
| ARCADIA INVESTMENT ADVISORS LLC | History | Reduced | 33,220 | 2,192 | 1.02% | 1.08% | 1110 | -775 | -2.28% | Q4 2025 | Jan 15, 2026 |
| Leo Wealth, LLC | History | Added to | 33,111 | 2,185 | 0.16% | 0.26% | 1111 | +2,624 | 8.61% | Q4 2025 | Jan 21, 2026 |
| Stelac Advisory Services LLC | History | Reduced | 33,100 | 2,184 | 0.77% | 0.92% | 1112 | -7,637 | -18.75% | Q4 2025 | Feb 12, 2026 |
| EVERPAR ADVISORS LLC | History | Reduced | 33,059 | 2,181 | 0.81% | 1.56% | 1113 | -27,369 | -45.29% | Q4 2025 | Jan 07, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 32,979 | 2,176 | 0.26% | 0.26% | 1114 | +1,457 | 4.62% | Q4 2025 | Jan 26, 2026 |
| Trinity Financial Advisors LLC | History | Reduced | 32,921 | 2,172 | 0.61% | 0.64% | 1115 | -1,095 | -3.22% | Q4 2025 | Jan 13, 2026 |
| Oldfather Financial Services, LLC | History | Added to | 32,876 | 2,169 | 0.65% | 0.67% | 1116 | +50 | 0.15% | Q4 2025 | Jan 16, 2026 |
| Bedel Financial Consulting, Inc. | History | Reduced | 32,833 | 2,166 | 0.23% | 0.28% | 1117 | -1,169 | -3.44% | Q4 2025 | Jan 28, 2026 |
| Maple Capital Management, Inc. | History | Reduced | 32,795 | 2,164 | 0.14% | 0.14% | 1118 | -782 | -2.33% | Q4 2025 | Feb 03, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 32,402 | 2,161 | 0.08% | 0.12% | 1119 | +2,468 | 8.24% | Q4 2025 | Feb 13, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Added to | 32,734 | 2,160 | 0.19% | 0.22% | 1120 | +394 | 1.22% | Q4 2025 | Jan 30, 2026 |
| Tranquility Partners, LLC | History | Reduced | 32,685 | 2,157 | 0.78% | 0.73% | 1121 | -533 | -1.6% | Q4 2025 | Feb 03, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 32,639 | 2,154 | 0.16% | 0.16% | 1122 | +1,563 | 5.03% | Q4 2025 | Jan 09, 2026 |
| PHILADELPHIA TRUST CO | History | No change | 32,590 | 2,151 | 0.15% | 0.15% | 1123 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Capital Management Associates, Inc | History | Added to | 32,559 | 2,148 | 0.47% | 0.46% | 1124 | +6,682 | 25.82% | Q4 2025 | Jan 21, 2026 |
| IFC Advisors LLC | History | Reduced | 32,395 | 2,138 | 0.31% | 0.7% | 1125 | -26,212 | -44.73% | Q4 2025 | Feb 12, 2026 |
| WASHBURN CAPITAL MANAGEMENT, INC. | History | Reduced | 32,385 | 2,137 | 1.18% | 1.41% | 1126 | -6,305 | -16.3% | Q4 2025 | Jan 22, 2026 |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | History | Added to | 32,307 | 2,132 | 1.33% | 1.0% | 1128 | +8,942 | 38.27% | Q4 2025 | Feb 24, 2026 |
| Continuum Advisory, LLC | History | Reduced | 32,318 | 2,132 | 0.21% | 0.23% | 1127 | -1,301 | -3.87% | Q4 2025 | Feb 11, 2026 |
| BRADY FAMILY WEALTH, LLC | History | Reduced | 32,310 | 2,132 | 0.66% | 0.67% | 1129 | -695 | -2.11% | Q4 2025 | Jan 07, 2026 |
| Exchange Bank | History | Reduced | 32,315 | 2,132 | 1.47% | 1.48% | 1130 | -350 | -1.07% | Q4 2025 | Jan 13, 2026 |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | History | Reduced | 32,298 | 2,131 | 0.07% | 0.07% | 1131 | -1 | -0.0% | Q4 2025 | Feb 11, 2026 |
| Baker Avenue Asset Management, LP | History | Reduced | 32,219 | 2,126 | 0.05% | 0.05% | 1132 | -1,822 | -5.35% | Q4 2025 | Feb 10, 2026 |
| St. Clair Advisors, LLC | History | Added to | 32,207 | 2,125 | 0.55% | 0.56% | 1133 | +48 | 0.15% | Q4 2025 | Jan 20, 2026 |
| Rialto Wealth Management, LLC | History | Reduced | 32,095 | 2,118 | 0.51% | 0.55% | 1134 | -325 | -1.0% | Q4 2025 | Jan 12, 2026 |
| Greystone Financial Group, LLC | History | Reduced | 32,010 | 2,112 | 0.33% | 0.6% | 1135 | -27,323 | -46.05% | Q4 2025 | Jan 27, 2026 |
| Axis Wealth Partners, LLC | History | Reduced | 31,995 | 2,111 | 1.17% | 1.64% | 1136 | -10,862 | -25.34% | Q4 2025 | Jan 30, 2026 |
| KOM Wealth Management Group, LLC | History | Reduced | 31,826 | 2,100 | 1.49% | 1.69% | 1137 | -2,521 | -7.34% | Q4 2025 | Jan 23, 2026 |
| LCNB CORP | History | Added to | 31,785 | 2,097 | 0.7% | 0.72% | 1138 | +430 | 1.37% | Q4 2025 | Feb 10, 2026 |
| Independent Advisor Alliance | History | Added to | 31,758 | 2,096 | 0.05% | 0.05% | 1139 | +1,053 | 3.43% | Q4 2025 | Feb 04, 2026 |
| BigSur Wealth Management LLC | History | No change | 31,750 | 2,095 | 0.51% | 0.51% | 1140 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | Reduced | 31,710 | 2,092 | 0.34% | 0.36% | 1141 | -1,271 | -3.85% | Q4 2025 | Jan 28, 2026 |
| SpringVest Wealth Management LLC | History | Reduced | 31,667 | 2,090 | 1.46% | 1.56% | 1142 | -915 | -2.81% | Q4 2025 | Jan 23, 2026 |
| Fort Point Capital Partners LLC | History | Reduced | 29,598 | 2,078 | 0.23% | 0.26% | 1143 | -4,144 | -12.28% | Q4 2025 | Feb 13, 2026 |
| Sageworth Trust Co | History | Added to | 31,440 | 2,075 | 0.09% | 0.09% | 1144 | +229 | 0.73% | Q4 2025 | Feb 03, 2026 |
| Harbour Capital Advisors, LLC | History | Added to | 30,980 | 2,072 | 0.42% | 0.41% | 1145 | +5 | 0.02% | Q4 2025 | Jan 07, 2026 |
| Beacon Bank & Trust | History | Added to | 31,255 | 2,062 | 0.42% | 0.43% | 1146 | +425 | 1.38% | Q4 2025 | Feb 17, 2026 |
| HCR Wealth Advisors | History | New | 31,210 | 2,059 | 0.2% | — | 1147 | +31,210 | New | Q4 2025 | Jan 27, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 31,188 | 2,058 | 0.12% | 0.12% | 1148 | +434 | 1.41% | Q4 2025 | Feb 10, 2026 |
| Azimuth Capital Investment Management LLC | History | Added to | 31,071 | 2,050 | 0.07% | 0.07% | 1149 | +11 | 0.04% | Q4 2025 | Feb 12, 2026 |
| Mechanics Bank Trust Department | History | Added to | 31,049 | 2,049 | 0.27% | 0.27% | 1150 | +1,694 | 5.77% | Q4 2025 | Jan 14, 2026 |
| Selby Wealth Management, LLC | History | New | 31,013 | 2,046 | 0.82% | — | 1151 | +31,013 | New | Q4 2025 | Feb 13, 2026 |
| CAPITAL CITY TRUST CO/FL | History | No change | 30,915 | 2,040 | 0.45% | 0.49% | 1152 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| OAK HARBOR WEALTH PARTNERS, LLC | History | Reduced | 30,771 | 2,030 | 0.49% | 0.52% | 1153 | -1,346 | -4.19% | Q4 2025 | Feb 02, 2026 |
| MATAURO, LLC | History | Reduced | 30,717 | 2,027 | 0.31% | 0.32% | 1154 | -304 | -0.98% | Q4 2025 | Jan 16, 2026 |
| Stonebridge Financial Group, LLC | History | Added to | 30,693 | 2,025 | 0.17% | 0.13% | 1156 | +7,343 | 31.45% | Q4 2025 | Jan 21, 2026 |
| Second Line Capital, LLC | History | Reduced | 30,684 | 2,025 | 0.42% | 0.46% | 1155 | -3,241 | -9.55% | Q4 2025 | Feb 17, 2026 |
| Revolve Wealth Partners, LLC | History | Reduced | 30,537 | 2,015 | 0.24% | 0.25% | 1157 | -1,877 | -5.79% | Q4 2025 | Jan 20, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Reduced | 30,543 | 2,015 | 0.06% | 0.07% | 1158 | -76 | -0.25% | Q4 2025 | Jan 12, 2026 |
| PPS&V ASSET MANAGEMENT CONSULTANTS, INC. | History | Reduced | 30,486 | 2,012 | 1.17% | 1.18% | 1159 | -966 | -3.07% | Q4 2025 | Jan 07, 2026 |
| Financial Partners Group, Inc | History | Reduced | 29,231 | 2,007 | 0.23% | 0.24% | 1160 | -370 | -1.25% | Q4 2025 | Feb 03, 2026 |
| Modern Wealth Management, LLC | History | Added to | 30,359 | 2,003 | 0.04% | 0.02% | 1161 | +15,643 | 106.3% | Q4 2025 | Feb 17, 2026 |
| Nordwand Advisors, LLC | History | Reduced | 30,262 | 1,997 | 0.35% | 0.51% | 1162 | -18,710 | -38.21% | Q4 2025 | Feb 03, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 30,248 | 1,996 | 0.13% | 0.14% | 1163 | -564 | -1.83% | Q4 2025 | Feb 20, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 30,233 | 1,995 | 0.03% | 0.02% | 1164 | +8,674 | 40.23% | Q4 2025 | Feb 10, 2026 |
| GM Advisory Group, LLC | History | Reduced | 30,225 | 1,994 | 0.08% | 0.1% | 1165 | -4,823 | -13.76% | Q4 2025 | Feb 13, 2026 |
| SFM, LLC | History | Reduced | 30,220 | 1,994 | 1.17% | 1.19% | 1166 | -1,193 | -3.8% | Q4 2025 | Jan 23, 2026 |
| Dale Q Rice Investment Management Ltd | History | Reduced | 30,167 | 1,991 | 1.43% | 1.48% | 1167 | -2,099 | -6.51% | Q4 2025 | Jan 30, 2026 |
| ENZI WEALTH | History | Reduced | 28,586 | 1,984 | 0.7% | 0.82% | 1168 | -7,706 | -21.23% | Q4 2025 | Jan 15, 2026 |
| AWM CAPITAL, LLC | History | Added to | 30,004 | 1,980 | 0.18% | 0.18% | 1169 | +28 | 0.09% | Q4 2025 | Feb 17, 2026 |
| Argentarii, LLC | History | Added to | 29,917 | 1,974 | 0.64% | 0.58% | 1170 | +7,589 | 33.99% | Q4 2025 | Jan 13, 2026 |
| Trust Point Inc. | History | Added to | 29,763 | 1,964 | 0.16% | 0.16% | 1171 | +99 | 0.33% | Q4 2025 | Jan 13, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 29,710 | 1,960 | 0.03% | 0.03% | 1172 | +3,171 | 11.95% | Q4 2025 | Jan 16, 2026 |
| Corundum Group, Inc. | History | Reduced | 29,675 | 1,958 | 0.66% | 0.81% | 1173 | -620 | -2.05% | Q4 2025 | Jan 12, 2026 |
| Arax Advisory Partners | History | New | 29,565 | 1,951 | 0.06% | — | 1174 | +29,565 | New | Q4 2025 | Feb 13, 2026 |
| Glass Jacobson Investment Advisors llc | History | Reduced | 29,444 | 1,943 | 0.7% | 0.72% | 1175 | -1,158 | -3.78% | Q4 2025 | Jan 22, 2026 |
| Zhang Financial LLC | History | Added to | 29,437 | 1,942 | 0.07% | 0.08% | 1176 | +825 | 2.88% | Q4 2025 | Feb 10, 2026 |
| MONECO ADVISORS, LLC | History | Reduced | 29,112 | 1,921 | 0.15% | 0.16% | 1177 | -513 | -1.73% | Q4 2025 | Feb 04, 2026 |
| FORTE ASSET MANAGEMENT LLC | History | Added to | 29,094 | 1,920 | 0.87% | 0.83% | 1178 | +2,599 | 9.81% | Q4 2025 | Jan 16, 2026 |
| Ignite Planners, LLC | History | Reduced | 27,908 | 1,916 | 0.29% | 0.32% | 1179 | -1,840 | -6.19% | Q4 2025 | Feb 06, 2026 |
| Financially in Tune, LLC | History | New | 28,989 | 1,913 | 1.79% | — | 1180 | +28,989 | New | Q4 2025 | Feb 27, 2026 |
| Landing Point Financial Group, LLC | History | Reduced | 28,902 | 1,907 | 0.95% | 0.99% | 1181 | -268 | -0.92% | Q4 2025 | Feb 11, 2026 |
| Orion Capital Management LLC | History | No change | 28,830 | 1,902 | 0.64% | 0.65% | 1182 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | History | No change | 28,755 | 1,897 | 0.08% | 0.08% | 1183 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Newport Capital Group, LLC | History | Reduced | 28,569 | 1,885 | 1.15% | 1.2% | 1184 | -746 | -2.54% | Q4 2025 | Feb 13, 2026 |
| TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA | History | Reduced | 28,519 | 1,882 | 2.21% | 2.27% | 1185 | -630 | -2.16% | Q4 2025 | Feb 11, 2026 |
| Finward Bancorp | History | Reduced | 28,456 | 1,878 | 1.46% | 1.43% | 1186 | -405 | -1.4% | Q4 2025 | Jan 21, 2026 |
| Noble Wealth Management PBC | History | Reduced | 28,450 | 1,877 | 0.94% | 1.02% | 1187 | -996 | -3.38% | Q4 2025 | Jan 05, 2026 |
| MFA Wealth Services | History | Added to | 28,351 | 1,871 | 1.26% | 1.24% | 1189 | +770 | 2.79% | Q4 2025 | Jan 15, 2026 |
| ATTICUS WEALTH MANAGEMENT, LLC | History | Reduced | 28,357 | 1,871 | 0.46% | 0.47% | 1188 | -63 | -0.22% | Q4 2025 | Feb 09, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 28,344 | 1,870 | 0.07% | 0.06% | 1190 | +9,292 | 48.77% | Q4 2025 | Feb 09, 2026 |
| ORRSTOWN FINANCIAL SERVICES INC | History | Added to | 28,317 | 1,868 | 0.31% | 0.29% | 1191 | +2,353 | 9.06% | Q4 2025 | Jan 15, 2026 |
| INVESTMENT ADVISORY SERVICES INC /TX /ADV | History | Reduced | 28,306 | 1,868 | 0.58% | 0.63% | 1192 | -2,169 | -7.12% | Q4 2025 | Jan 22, 2026 |
| Darden Wealth Group Inc | History | Reduced | 28,277 | 1,866 | 0.91% | 1.0% | 1193 | -1,113 | -3.79% | Q4 2025 | Feb 09, 2026 |
| CWA Asset Management Group, LLC | History | Reduced | 28,254 | 1,864 | 0.07% | 0.07% | 1194 | -317 | -1.11% | Q4 2025 | Jan 07, 2026 |
| REGATTA CAPITAL GROUP, LLC | History | Reduced | 28,160 | 1,858 | 0.28% | 0.3% | 1195 | -694 | -2.41% | Q4 2025 | Jan 13, 2026 |
| Elwood & Goetz Wealth Advisory Group, LLC | History | Reduced | 28,148 | 1,857 | 0.33% | 0.36% | 1196 | -221 | -0.78% | Q4 2025 | Jan 21, 2026 |
| AFT, FORSYTH & COMPANY, INC. | History | Added to | 28,129 | 1,856 | 0.8% | 0.88% | 1197 | +49 | 0.17% | Q4 2025 | Feb 13, 2026 |
| K.J. Harrison & Partners Inc | History | No change | 28,000 | 1,848 | 0.25% | 0.26% | 1198 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| waypoint wealth counsel | History | Reduced | 27,891 | 1,840 | 0.67% | 0.74% | 1199 | -780 | -2.72% | Q4 2025 | Jan 28, 2026 |
| Citizens Business Bank | History | Reduced | 27,826 | 1,836 | 0.3% | 0.32% | 1200 | -1,168 | -4.03% | Q4 2025 | Feb 02, 2026 |
| NORTH STAR ASSET MANAGEMENT INC | History | Added to | 27,789 | 1,834 | 0.07% | 0.07% | 1201 | +573 | 2.11% | Q4 2025 | Feb 09, 2026 |
| CLEAR INVESTMENT RESEARCH, LLC | History | Reduced | 27,759 | 1,832 | 3.04% | 2.62% | 1202 | -2,175 | -7.27% | Q4 2025 | Feb 09, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 27,627 | 1,823 | 0.05% | 0.05% | 1203 | +146 | 0.53% | Q4 2025 | Jan 23, 2026 |
| INVESTMENT PARTNERS, LTD. | History | Reduced | 27,581 | 1,820 | 0.64% | 0.67% | 1204 | -1,384 | -4.78% | Q4 2025 | Feb 10, 2026 |
| WP Advisors, LLC | History | Added to | 27,579 | 1,820 | 0.45% | 0.46% | 1205 | +136 | 0.5% | Q4 2025 | Jan 28, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 27,515 | 1,815 | 0.12% | 0.11% | 1206 | +6,417 | 30.42% | Q4 2025 | Feb 03, 2026 |
| RIVER'S EDGE WEALTH MANAGEMENT, LLC | History | New | 25,449 | 1,812 | 1.77% | — | 1207 | +25,449 | New | Q4 2025 | Feb 17, 2026 |
| Cooper Financial Group | History | Added to | 27,289 | 1,801 | 0.19% | 0.19% | 1208 | +577 | 2.16% | Q4 2025 | Jan 08, 2026 |
| Huntleigh Advisors, Inc. | History | Added to | 27,262 | 1,799 | 0.3% | 0.28% | 1209 | +2,526 | 10.21% | Q4 2025 | Jan 29, 2026 |
| Redwood Wealth Management Group, LLC | History | Reduced | 27,199 | 1,795 | 0.75% | 0.77% | 1210 | -534 | -1.93% | Q4 2025 | Feb 03, 2026 |
| 1834 INVESTMENT ADVISORS CO | History | Reduced | 27,153 | 1,792 | 0.22% | 0.22% | 1211 | -574 | -2.07% | Q4 2025 | Jan 29, 2026 |
| Calamos Wealth Management LLC | History | Added to | 26,819 | 1,770 | 0.06% | 0.06% | 1213 | +992 | 3.84% | Q4 2025 | Jan 29, 2026 |
| Hills Bank & Trust Co | History | Added to | 26,833 | 1,770 | 0.1% | 0.1% | 1212 | +682 | 2.61% | Q4 2025 | Feb 05, 2026 |
| SevenBridge Financial Group, LLC | History | Reduced | 25,332 | 1,763 | 0.28% | 0.27% | 1214 | -121 | -0.48% | Q4 2025 | Feb 02, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | Added to | 26,647 | 1,758 | 0.11% | 0.11% | 1215 | +624 | 2.4% | Q4 2025 | Feb 17, 2026 |
| Peterson Wealth Advisors, LLC | History | Reduced | 26,630 | 1,757 | 0.23% | 0.26% | 1216 | -341 | -1.26% | Q4 2025 | Jan 09, 2026 |
| CHAPIN DAVIS, INC. | History | Reduced | 26,579 | 1,754 | 0.41% | 0.44% | 1217 | -799 | -2.92% | Q4 2025 | Jan 30, 2026 |
| Amplius Wealth Advisors, LLC | History | Reduced | 26,364 | 1,739 | 0.15% | 0.16% | 1218 | -2,679 | -9.22% | Q4 2025 | Jan 12, 2026 |
| Vawter Financial, Ltd. | History | Reduced | 26,284 | 1,734 | 0.73% | 0.8% | 1219 | -797 | -2.94% | Q4 2025 | Feb 02, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | Added to | 26,177 | 1,727 | 0.66% | 0.7% | 1220 | +1,284 | 5.16% | Q4 2025 | Jan 27, 2026 |
| Lynch Investment Planning, LLC | History | New | 26,103 | 1,722 | 1.65% | — | 1221 | +26,103 | New | Q4 2025 | Feb 24, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Added to | 26,083 | 1,721 | 0.11% | 0.11% | 1222 | +65 | 0.25% | Q4 2025 | Feb 17, 2026 |
| VeraBank, N.A. | History | No change | 26,017 | 1,717 | 0.31% | 0.32% | 1223 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Mine & Arao Wealth Creation & Management, LLC. | History | Reduced | 25,994 | 1,715 | 0.67% | 0.69% | 1224 | -162 | -0.62% | Q4 2025 | Jan 27, 2026 |
| Tortoise Investment Management, LLC | History | No change | 25,934 | 1,711 | 0.15% | 0.15% | 1225 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | Added to | 25,905 | 1,709 | 0.95% | 0.99% | 1226 | +396 | 1.55% | Q4 2025 | Feb 17, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Reduced | 25,819 | 1,704 | 0.49% | 0.54% | 1227 | -974 | -3.64% | Q4 2025 | Feb 11, 2026 |
| Blankinship & Foster, LLC | History | Reduced | 25,776 | 1,701 | 0.37% | 0.37% | 1228 | -161 | -0.62% | Q4 2025 | Jan 23, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 25,500 | 1,700 | 0.0% | 0.0% | 1229 | -12,700 | -33.25% | Q4 2025 | Feb 13, 2026 |
| Valpey Financial Services, LLC | History | Reduced | 25,740 | 1,698 | 1.08% | 1.12% | 1230 | -421 | -1.61% | Q4 2025 | Mar 04, 2026 |
| Aaron Wealth Advisors LLC | History | Added to | 25,676 | 1,694 | 0.09% | 0.1% | 1231 | +61 | 0.24% | Q4 2025 | Jan 21, 2026 |
| CrossGen Wealth, LLC | History | New | 25,624 | 1,691 | 1.49% | — | 1232 | +25,624 | New | Q4 2025 | Feb 19, 2026 |
| SPINNAKER TRUST | History | Added to | 25,534 | 1,685 | 0.09% | 0.08% | 1233 | +3,386 | 15.29% | Q4 2025 | Feb 10, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | Reduced | 25,522 | 1,684 | 0.14% | 0.14% | 1234 | -931 | -3.52% | Q4 2025 | Feb 06, 2026 |
| ELEMENT POINTE ADVISORS, LLC | History | No change | 25,407 | 1,676 | 0.32% | 0.35% | 1235 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CORA CAPITAL ADVISORS LLC | History | Added to | 25,307 | 1,670 | 0.65% | 0.69% | 1236 | +292 | 1.17% | Q4 2025 | Jan 28, 2026 |
| CADINHA & CO LLC | History | Reduced | 25,151 | 1,659 | 0.26% | 0.22% | 1237 | -114 | -0.45% | Q4 2025 | Jan 28, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 24,916 | 1,645 | 0.0% | 0.0% | 1238 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Fortis Group Advisors, LLC | History | Added to | 23,904 | 1,641 | 0.28% | 0.24% | 1239 | +2,097 | 9.62% | Q4 2025 | Feb 06, 2026 |
| Meridian Wealth Advisors, LLC | History | Added to | 24,712 | 1,631 | 0.23% | 0.08% | 1240 | +16,364 | 196.02% | Q4 2025 | Feb 17, 2026 |
| Arsenal Capital Advisors LLC | History | New | 24,625 | 1,625 | 1.15% | — | 1241 | +24,625 | New | Q4 2025 | Feb 11, 2026 |
| Empower Advisory Group, LLC | History | Reduced | 24,621 | 1,624 | 0.0% | 0.01% | 1242 | -3,664 | -12.95% | Q4 2025 | Feb 12, 2026 |
| MMBG INVESTMENT ADVISORS CO. | History | No change | 24,570 | 1,621 | 0.14% | 0.14% | 1243 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| AMARILLO NATIONAL BANK | History | Reduced | 24,554 | 1,620 | 0.28% | 0.31% | 1244 | -2,032 | -7.64% | Q4 2025 | Jan 28, 2026 |
| Traynor Capital Management, Inc. | History | Reduced | 24,509 | 1,617 | 0.09% | 0.09% | 1245 | -265 | -1.07% | Q4 2025 | Jan 12, 2026 |
| Carrera Capital Advisors | History | Added to | 24,467 | 1,614 | 0.27% | 0.24% | 1247 | +4,189 | 20.66% | Q4 2025 | Jan 30, 2026 |
| CGN Advisors LLC | History | Added to | 24,457 | 1,614 | 0.13% | 0.13% | 1246 | +345 | 1.43% | Q4 2025 | Jan 05, 2026 |
| American Wealth Advisors, LLC | History | Reduced | 24,355 | 1,607 | 1.58% | 1.6% | 1248 | -461 | -1.86% | Q4 2025 | Jan 26, 2026 |
| KG&L Capital Management,LLC | History | Reduced | 24,344 | 1,606 | 0.4% | 0.44% | 1249 | -1,017 | -4.01% | Q4 2025 | Jan 23, 2026 |
| First County Bank /CT/ | History | No change | 24,328 | 1,605 | 0.84% | 0.81% | 1250 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| SilverOak Wealth Management LLC | History | Added to | 24,195 | 1,596 | 0.25% | 0.26% | 1251 | +211 | 0.88% | Q4 2025 | Jan 28, 2026 |
| DUNCKER STREETT & CO INC | History | Reduced | 24,098 | 1,590 | 0.28% | 0.28% | 1252 | -219 | -0.9% | Q4 2025 | Jan 27, 2026 |
| SPIREPOINT PRIVATE CLIENT, LLC | History | Added to | 24,057 | 1,587 | 0.15% | 0.16% | 1253 | +1,363 | 6.01% | Q4 2025 | Jan 22, 2026 |
| Texas Bank & Trust Co | History | Reduced | 24,002 | 1,584 | 0.58% | 0.59% | 1254 | -100 | -0.41% | Q4 2025 | Feb 06, 2026 |
| Madden Advisory Services, Inc. | History | Reduced | 23,945 | 1,580 | 0.64% | 0.61% | 1255 | -340 | -1.4% | Q4 2025 | Feb 11, 2026 |
| 21 West Wealth Management LLC | History | No change | 23,936 | 1,579 | 1.44% | 1.48% | 1256 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Tannin Capital LLC | History | New | 23,922 | 1,578 | 1.41% | — | 1257 | +23,922 | New | Q4 2025 | Feb 17, 2026 |
| Schneider Downs Wealth Management Advisors, LP | History | Added to | 23,907 | 1,577 | 0.18% | 0.17% | 1258 | +1,470 | 6.55% | Q4 2025 | Feb 12, 2026 |
| CAMBIENT FAMILY OFFICE, LLC | History | New | 23,846 | 1,573 | 0.22% | — | 1259 | +23,846 | New | Q4 2025 | Feb 20, 2026 |
| TRED AVON FAMILY WEALTH, LLC | History | Added to | 23,713 | 1,565 | 0.51% | 0.53% | 1260 | +2 | 0.01% | Q4 2025 | Jan 27, 2026 |
| GGM Financials LLC | History | Reduced | 23,673 | 1,562 | 0.76% | 0.89% | 1262 | -3,308 | -12.26% | Q4 2025 | Feb 04, 2026 |
| Taylor & Morgan Wealth Management, LLC | History | Added to | 23,668 | 1,562 | 0.88% | 0.94% | 1261 | +178 | 0.76% | Q4 2025 | Jan 16, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Added to | 23,620 | 1,558 | 0.1% | 0.09% | 1263 | +4,916 | 26.28% | Q4 2025 | Feb 11, 2026 |
| Ascent Group, LLC | History | Added to | 23,611 | 1,558 | 0.05% | 0.05% | 1265 | +2,486 | 11.77% | Q4 2025 | Jan 20, 2026 |
| Procyon Advisors, LLC | History | Added to | 23,609 | 1,558 | 0.08% | 0.09% | 1264 | +14 | 0.06% | Q4 2025 | Jan 07, 2026 |
| WOLFF WIESE MAGANA LLC | History | Added to | 23,476 | 1,549 | 0.85% | 0.74% | 1267 | +3,401 | 16.94% | Q4 2025 | Jan 14, 2026 |
| Baron Financial Group, LLC | History | Reduced | 23,481 | 1,549 | 0.83% | 0.88% | 1266 | -1,151 | -4.67% | Q4 2025 | Jan 09, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Added to | 23,426 | 1,546 | 0.0% | 0.0% | 1268 | +2,961 | 14.47% | Q4 2025 | Feb 17, 2026 |
| Three Seasons Wealth, LLC | History | Reduced | 23,373 | 1,542 | 0.15% | 0.17% | 1269 | -3,251 | -12.21% | Q4 2025 | Jan 15, 2026 |
| International Private Wealth Advisors LLC | History | Added to | 23,310 | 1,538 | 0.97% | 0.95% | 1270 | +80 | 0.34% | Q4 2025 | Jan 14, 2026 |
| SAXON INTERESTS, INC. | History | Reduced | 23,295 | 1,537 | 0.54% | 0.62% | 1271 | -1,068 | -4.38% | Q4 2025 | Feb 13, 2026 |
| Octavia Wealth Advisors, LLC | History | Added to | 23,283 | 1,536 | 0.15% | 0.15% | 1272 | +63 | 0.27% | Q4 2025 | Jan 23, 2026 |
| WealthShield Partners, LLC | History | Added to | 23,266 | 1,535 | 0.17% | 0.14% | 1273 | +3,815 | 19.61% | Q4 2025 | Feb 03, 2026 |
| CULBERTSON A N & CO INC | History | Reduced | 23,119 | 1,525 | 0.21% | 0.21% | 1274 | -125 | -0.54% | Q4 2025 | Jan 21, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | Added to | 23,087 | 1,523 | 0.08% | 0.09% | 1275 | +705 | 3.15% | Q4 2025 | Feb 17, 2026 |
| Evensky & Katz LLC | History | Added to | 23,045 | 1,521 | 0.09% | 0.09% | 1276 | +541 | 2.4% | Q4 2025 | Feb 05, 2026 |
| Compound Planning, Inc. | History | Added to | 23,023 | 1,519 | 0.04% | 0.05% | 1277 | +280 | 1.23% | Q4 2025 | Feb 19, 2026 |
| Pine Valley Investments Ltd Liability Co | History | Added to | 23,003 | 1,518 | 0.07% | 0.07% | 1278 | +222 | 0.97% | Q4 2025 | Feb 13, 2026 |
| Arete Wealth Advisors, LLC | History | Added to | 22,897 | 1,511 | 0.09% | 0.09% | 1280 | +1,289 | 5.97% | Q4 2025 | Feb 13, 2026 |
| Reynders McVeigh Capital Management, LLC | History | Reduced | 22,900 | 1,511 | 0.07% | 0.07% | 1279 | -350 | -1.51% | Q4 2025 | Feb 02, 2026 |
| Keystone Financial Group | History | Added to | 22,828 | 1,506 | 0.11% | 0.11% | 1281 | +1,175 | 5.43% | Q4 2025 | Feb 06, 2026 |
| Glassman Wealth Services | History | Reduced | 22,807 | 1,505 | 0.2% | 0.28% | 1282 | -7,564 | -24.91% | Q4 2025 | Jan 28, 2026 |
| WEALTH EFFECTS LLC | History | Added to | 22,595 | 1,491 | 0.47% | 0.46% | 1283 | +500 | 2.26% | Q4 2025 | Jan 26, 2026 |
| Csenge Advisory Group | History | Added to | 22,508 | 1,485 | 0.07% | 0.05% | 1284 | +7,576 | 50.74% | Q4 2025 | Feb 06, 2026 |
| Pointe Capital Management LLC | History | Added to | 22,470 | 1,483 | 0.74% | 0.61% | 1285 | +3,385 | 17.74% | Q4 2025 | Feb 17, 2026 |
| MARCO INVESTMENT MANAGEMENT LLC | History | No change | 22,365 | 1,476 | 0.11% | 0.11% | 1286 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Invesco Ltd. | History | Added to | 22,309 | 1,472 | 0.0% | 0.0% | 1287 | +8,261 | 58.81% | Q4 2025 | Feb 19, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 22,252 | 1,468 | 0.09% | 0.04% | 1288 | +11,316 | 103.47% | Q4 2025 | Jan 20, 2026 |
| Maxele Advisors, LLC | History | Added to | 22,218 | 1,466 | 1.19% | 1.25% | 1289 | +3 | 0.01% | Q4 2025 | Feb 05, 2026 |
| Pacific Point Advisors, LLC | History | No change | 22,196 | 1,464 | 0.78% | 0.84% | 1290 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| GS Investments, Inc. | History | Reduced | 22,057 | 1,455 | 0.79% | 0.72% | 1291 | -193 | -0.87% | Q4 2025 | Feb 09, 2026 |
| CWS Financial Advisors, LLC | History | Added to | 21,998 | 1,451 | 0.39% | 0.4% | 1292 | +74 | 0.34% | Q4 2025 | Feb 06, 2026 |
| SB Capital Management Inc | History | New | 21,969 | 1,449 | 0.53% | — | 1293 | +21,969 | New | Q4 2025 | Feb 20, 2026 |
| Tepp RIA, LLC | History | Reduced | 21,909 | 1,445 | 1.43% | 1.65% | 1294 | -336 | -1.51% | Q4 2025 | Feb 04, 2026 |
| Pinnacle Financial Group, LLC / IL | History | Reduced | 21,880 | 1,444 | 0.42% | 0.43% | 1296 | -117 | -0.53% | Q4 2025 | Feb 05, 2026 |
| Independent Family Office, LLC | History | No change | 21,890 | 1,444 | 0.6% | 0.6% | 1295 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | Reduced | 21,876 | 1,443 | 0.14% | 0.16% | 1297 | -2,587 | -10.58% | Q4 2025 | Jan 20, 2026 |
| BEARING POINT CAPITAL, LLC | History | No change | 21,805 | 1,439 | 0.22% | 0.24% | 1298 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| BURLING WEALTH PARTNERS, LLC | History | Added to | 21,785 | 1,437 | 0.22% | 0.1% | 1299 | +12,157 | 126.27% | Q4 2025 | Feb 06, 2026 |
| MWA Asset Management | History | Reduced | 21,660 | 1,429 | 0.8% | 0.78% | 1300 | -77 | -0.35% | Q4 2025 | Jan 29, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Reduced | 21,635 | 1,427 | 0.03% | 0.03% | 1301 | -243 | -1.11% | Q4 2025 | Jan 23, 2026 |
| Manhattan West Asset Management, LLC | History | Reduced | 21,612 | 1,426 | 0.29% | 0.32% | 1302 | -1,439 | -6.24% | Q4 2025 | Feb 02, 2026 |
| Smith Thornton Advisors LLC | History | Added to | 21,605 | 1,425 | 0.72% | 0.74% | 1303 | +37 | 0.17% | Q4 2025 | Jan 14, 2026 |
| Massar Capital Management, LP | History | New | 21,540 | 1,421 | 0.15% | — | 1304 | +21,540 | New | Q4 2025 | Feb 17, 2026 |
| DV Trading LLC | History | New | 21,528 | 1,420 | 0.04% | — | 1305 | +21,528 | New | Q4 2025 | Feb 17, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Reduced | 21,505 | 1,419 | 0.1% | 0.11% | 1306 | -3,461 | -13.86% | Q4 2025 | Jan 08, 2026 |
| Dana Investment Advisors, Inc. | History | No change | 21,453 | 1,415 | 0.04% | 0.04% | 1307 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| FORTRESS FINANCIAL GROUP, LLC | History | Added to | 21,356 | 1,409 | 1.04% | 1.05% | 1308 | +277 | 1.31% | Q4 2025 | Jan 23, 2026 |
| BCS Private Wealth Management, Inc. | History | Reduced | 21,270 | 1,403 | 0.48% | 0.5% | 1309 | -280 | -1.3% | Q4 2025 | Jan 26, 2026 |
| Fusion Family Wealth, LLC | History | Added to | 21,221 | 1,400 | 0.11% | 0.1% | 1310 | +205 | 0.98% | Q4 2025 | Feb 04, 2026 |
| KAVAR CAPITAL PARTNERS GROUP, LLC | History | No change | 21,227 | 1,400 | 0.19% | 0.18% | 1311 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| MONEYWISE, INC. | History | Reduced | 21,085 | 1,391 | 0.58% | 0.65% | 1312 | -856 | -3.9% | Q4 2025 | Feb 05, 2026 |
| Lincoln Capital LLC | History | Reduced | 20,979 | 1,384 | 0.25% | 0.26% | 1313 | -36 | -0.17% | Q4 2025 | Jan 08, 2026 |
| CONTINUUM WEALTH ADVISORS, LLC | History | Reduced | 20,960 | 1,383 | 0.53% | 0.59% | 1314 | -385 | -1.8% | Q4 2025 | Feb 04, 2026 |
| Shakespeare Wealth Management, LLC | History | Reduced | 20,901 | 1,379 | 0.3% | 0.31% | 1315 | -40 | -0.19% | Q4 2025 | Feb 06, 2026 |
| Clearwater Capital Advisors, LLC | History | Reduced | 20,893 | 1,378 | 0.11% | 0.12% | 1316 | -356 | -1.68% | Q4 2025 | Feb 09, 2026 |
| GODSEY & GIBB, INC | History | Added to | 20,866 | 1,377 | 0.12% | 0.11% | 1317 | +1,407 | 7.23% | Q4 2025 | Jan 27, 2026 |
| BCS Wealth Management | History | Added to | 20,850 | 1,376 | 0.14% | 0.15% | 1318 | +10,426 | 100.02% | Q4 2025 | Jan 26, 2026 |
| Princeton Global Asset Management LLC | History | Added to | 20,843 | 1,375 | 0.22% | 0.22% | 1319 | +421 | 2.06% | Q4 2025 | Jan 20, 2026 |
| GRANITE ISLANDS PRIVATE WEALTH, LLC | History | New | 20,838 | 1,374 | 1.27% | — | 1320 | +20,838 | New | Q4 2025 | Feb 12, 2026 |
| MOTIVE WEALTH ADVISORS | History | No change | 20,785 | 1,371 | 0.58% | 0.58% | 1321 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Legacy Advisors, LLC | History | Added to | 20,736 | 1,368 | 0.15% | 0.16% | 1322 | +742 | 3.71% | Q4 2025 | Jan 27, 2026 |
| S.A. Mason LLC | History | Added to | 20,724 | 1,367 | 0.54% | 0.59% | 1323 | +96 | 0.47% | Q4 2025 | Jan 29, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 20,708 | 1,366 | 0.34% | 0.35% | 1324 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Portus Wealth Advisors, LLC | History | Added to | 20,652 | 1,363 | 1.29% | 1.27% | 1325 | +1,175 | 6.03% | Q4 2025 | Jan 27, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 20,600 | 1,359 | 0.01% | 0.01% | 1326 | -746 | -3.49% | Q4 2025 | Jan 14, 2026 |
| Creekside Partners | History | Added to | 20,605 | 1,359 | 0.57% | 0.59% | 1327 | +57 | 0.28% | Q4 2025 | Feb 13, 2026 |
| Ocean Park Asset Management, LLC | History | Reduced | 20,570 | 1,357 | 0.06% | 0.06% | 1328 | -720 | -3.38% | Q4 2025 | Jan 15, 2026 |
| GDS Wealth Management | History | Added to | 20,490 | 1,352 | 0.08% | 0.09% | 1330 | +685 | 3.46% | Q4 2025 | Feb 02, 2026 |
| Essex Bank | History | No change | 20,490 | 1,352 | 0.29% | 0.3% | 1329 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Miller Capital Partners, Inc. | History | New | 20,459 | 1,350 | 0.68% | — | 1331 | +20,459 | New | Q4 2025 | Feb 17, 2026 |
| INVICTUS PRIVATE WEALTH, LLC | History | Reduced | 20,443 | 1,349 | 0.08% | 0.08% | 1332 | -96 | -0.47% | Q4 2025 | Feb 13, 2026 |
| One Wealth Advisors, LLC | History | Reduced | 19,527 | 1,348 | 0.16% | 0.2% | 1333 | -5,102 | -20.72% | Q4 2025 | Feb 02, 2026 |
| Donor Advised Charitable Giving, Inc. | History | Reduced | 20,400 | 1,346 | 0.03% | 0.03% | 1334 | -1,580 | -7.19% | Q4 2025 | Jan 23, 2026 |
| PFG Investments, LLC | History | Added to | 20,389 | 1,345 | 0.06% | 0.07% | 1335 | +966 | 4.97% | Q4 2025 | Jan 26, 2026 |
| Heck Capital Advisors, LLC | History | Reduced | 20,273 | 1,338 | 0.1% | 0.12% | 1336 | -4,457 | -18.02% | Q4 2025 | Jan 16, 2026 |
| FELL CAPITAL MANAGEMENT /ADV | History | New | 20,255 | 1,336 | 1.3% | — | 1337 | +20,255 | New | Q4 2025 | Mar 27, 2026 |
| Sage Capital Management, LLC | History | Added to | 20,217 | 1,334 | 0.62% | 0.59% | 1338 | +87 | 0.43% | Q4 2025 | Jan 15, 2026 |
| Greenwich Wealth Management LLC | History | No change | 20,100 | 1,327 | 0.06% | 0.07% | 1339 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Reduced | 20,105 | 1,326 | 0.1% | 0.11% | 1340 | -4,795 | -19.26% | Q4 2025 | Feb 12, 2026 |
| Plante Moran Financial Advisors, LLC | History | Added to | 20,064 | 1,324 | 0.08% | 0.06% | 1341 | +5,325 | 36.13% | Q4 2025 | Feb 05, 2026 |
| 626 Financial, LLC | History | Reduced | 20,049 | 1,323 | 0.57% | 0.64% | 1342 | -2,145 | -9.66% | Q4 2025 | Feb 05, 2026 |
| NerdWallet Wealth Partners, LLC | History | Added to | 20,022 | 1,320 | 0.59% | 0.53% | 1343 | +3,337 | 20.0% | Q4 2025 | Jan 13, 2026 |
| Disciplined Investments, LLC | History | Reduced | 19,984 | 1,318 | 0.51% | 0.52% | 1344 | -85 | -0.42% | Q4 2025 | Feb 05, 2026 |
| Nikulski Financial, Inc. | History | Reduced | 19,904 | 1,313 | 0.31% | 0.57% | 1345 | -14,573 | -42.27% | Q4 2025 | Jan 15, 2026 |
| Pallas Capital Advisors LLC | History | Added to | 19,894 | 1,313 | 0.04% | 0.05% | 1346 | +655 | 3.4% | Q4 2025 | Jan 14, 2026 |
| Dodds Wealth, LLC | History | Reduced | 19,823 | 1,308 | 0.32% | 0.36% | 1347 | -2,164 | -9.84% | Q4 2025 | Feb 11, 2026 |
| Alexis Investment Partners, LLC | History | Reduced | 19,785 | 1,305 | 0.49% | 0.11% | 1348 | -425 | -2.1% | Q4 2025 | Jan 29, 2026 |
| Ledyard National Bank | History | Reduced | 19,748 | 1,303 | 0.11% | 0.12% | 1349 | -1,231 | -5.87% | Q4 2025 | Jan 21, 2026 |
| Pathfinder Wealth Consulting, Inc. | History | New | 19,678 | 1,298 | 0.82% | — | 1350 | +19,678 | New | Q4 2025 | Feb 09, 2026 |
| William Mack & Associates, Inc. | History | Added to | 19,491 | 1,286 | 0.61% | 0.66% | 1351 | +671 | 3.57% | Q4 2025 | Feb 09, 2026 |
| DEARBORN PARTNERS LLC | History | Added to | 19,476 | 1,285 | 0.06% | 0.05% | 1352 | +2,884 | 17.38% | Q4 2025 | Feb 11, 2026 |
| Wealth Management Partners, LLC | History | Reduced | 19,472 | 1,285 | 0.37% | 0.41% | 1353 | -416 | -2.09% | Q4 2025 | Jan 12, 2026 |
| WATERSHED PRIVATE WEALTH LLC | History | No change | 19,449 | 1,283 | 0.38% | 0.4% | 1354 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Tudor Financial Inc. | History | Added to | 19,409 | 1,280 | 0.66% | 0.63% | 1355 | +1,259 | 6.94% | Q4 2025 | Feb 13, 2026 |
| First National Advisers, LLC | History | Added to | 19,351 | 1,277 | 0.18% | 0.17% | 1356 | +5 | 0.03% | Q4 2025 | Feb 04, 2026 |
| NCM Capital Management, LLC | History | No change | 19,339 | 1,276 | 0.47% | 0.49% | 1357 | 0 | 0.0% | Q4 2025 | Mar 02, 2026 |
| KWB Wealth | History | Added to | 19,307 | 1,274 | 0.12% | 0.11% | 1358 | +2,718 | 16.38% | Q4 2025 | Jan 12, 2026 |
| TRITONPOINT WEALTH, LLC | History | Reduced | 19,264 | 1,271 | 0.13% | 0.12% | 1359 | -2,449 | -11.28% | Q4 2025 | Jan 20, 2026 |
| CORRECT CAPITAL WEALTH MANAGEMENT | History | Reduced | 19,225 | 1,268 | 0.24% | 0.21% | 1360 | -191 | -0.98% | Q4 2025 | Feb 12, 2026 |
| GWN SECURITIES INC. | History | Added to | 19,157 | 1,264 | 0.26% | 0.22% | 1361 | +4,656 | 32.11% | Q4 2025 | Feb 11, 2026 |
| Johnson & White Wealth Management, LLC | History | Reduced | 19,112 | 1,261 | 0.55% | 0.58% | 1362 | -137 | -0.71% | Q4 2025 | Feb 05, 2026 |
| FIRST FOUNDATION ADVISORS | History | Reduced | 19,019 | 1,255 | 0.05% | 0.05% | 1363 | -875 | -4.4% | Q4 2025 | Feb 04, 2026 |
| Lansing Street Advisors | History | Added to | 19,005 | 1,254 | 0.32% | 0.33% | 1364 | +33 | 0.17% | Q4 2025 | Jan 26, 2026 |
| Bright Futures Wealth Management, LLC. | History | Added to | 18,985 | 1,253 | 0.93% | 0.96% | 1365 | +130 | 0.69% | Q4 2025 | Feb 05, 2026 |
| Crew Capital Management, Ltd | History | No change | 18,956 | 1,251 | 0.79% | 0.83% | 1366 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Venturi Wealth Management, LLC | History | Reduced | 18,945 | 1,250 | 0.06% | 0.08% | 1367 | -6,855 | -26.57% | Q4 2025 | Jan 22, 2026 |
| Balentine LLC | History | Reduced | 18,901 | 1,247 | 0.05% | 0.05% | 1368 | -45 | -0.24% | Q4 2025 | Feb 02, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Reduced | 18,879 | 1,246 | 0.04% | 0.04% | 1369 | -564 | -2.9% | Q4 2025 | Jan 12, 2026 |
| Box Hill Private Wealth LLC | History | New | 18,876 | 1,245 | 1.26% | — | 1370 | +18,876 | New | Q4 2025 | Feb 09, 2026 |
| MMA ASSET MANAGEMENT LLC | History | Reduced | 18,839 | 1,243 | 0.44% | 0.45% | 1371 | -1,615 | -7.9% | Q4 2025 | Feb 03, 2026 |
| Bison Wealth, LLC | History | New | 18,829 | 1,240 | 0.14% | — | 1372 | +18,829 | New | Q4 2025 | Mar 24, 2026 |
| PIONEER TRUST BANK N A/OR | History | No change | 18,700 | 1,234 | 0.29% | 0.29% | 1373 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Cambria Investment Management, L.P. | History | Added to | 18,631 | 1,229 | 0.07% | 0.04% | 1374 | +8,376 | 81.68% | Q4 2025 | Feb 17, 2026 |
| Gainplan LLC | History | Reduced | 18,608 | 1,228 | 0.46% | 0.55% | 1375 | -1,427 | -7.12% | Q4 2025 | Jan 23, 2026 |
| CITY NATIONAL BANK OF FLORIDA /MSD | History | Reduced | 18,543 | 1,223 | 0.8% | 0.83% | 1376 | -662 | -3.45% | Q4 2025 | Feb 17, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | Added to | 18,510 | 1,221 | 0.26% | 0.26% | 1377 | +3,077 | 19.94% | Q4 2025 | Feb 13, 2026 |
| Empirical Asset Management, LLC | History | Reduced | 18,471 | 1,219 | 0.34% | 0.34% | 1378 | -52 | -0.28% | Q4 2025 | Feb 06, 2026 |
| Bernard Wealth Management Corp. | History | No change | 18,385 | 1,213 | 0.49% | 0.5% | 1379 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Ballast Rock Private Wealth LLC | History | New | 18,362 | 1,211 | 0.76% | — | 1380 | +18,362 | New | Q4 2025 | Feb 04, 2026 |
| WEALTHSPAN PARTNERS, LLC | History | Reduced | 18,293 | 1,207 | 0.44% | 0.63% | 1381 | -7,121 | -28.02% | Q4 2025 | Jan 27, 2026 |
| Cassaday & Co Wealth Management LLC | History | Added to | 18,232 | 1,203 | 0.03% | 0.03% | 1382 | +942 | 5.45% | Q4 2025 | Feb 03, 2026 |
| Basepoint Wealth LLC | History | Added to | 18,210 | 1,201 | 0.73% | 0.84% | 1383 | +47 | 0.26% | Q4 2025 | Feb 10, 2026 |
| Allie Family Office LLC | History | No change | 18,052 | 1,191 | 0.56% | 0.56% | 1384 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Urban Wealth Management, LLC | History | New | 18,000 | 1,188 | 1.1% | — | 1385 | +18,000 | New | Q4 2025 | Jan 30, 2026 |
| Avantax Planning Partners, Inc. | History | Reduced | 17,927 | 1,183 | 0.03% | 0.04% | 1386 | -3,911 | -17.91% | Q4 2025 | Feb 05, 2026 |
| Retirement Wealth Solutions LLC | History | Added to | 17,901 | 1,181 | 0.75% | 0.73% | 1387 | +821 | 4.81% | Q4 2025 | Jan 07, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | No change | 17,880 | 1,180 | 0.07% | 0.08% | 1388 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| FF Advisors,LLC | History | Added to | 17,864 | 1,179 | 0.53% | 0.55% | 1389 | +110 | 0.62% | Q4 2025 | Feb 13, 2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | History | Added to | 17,862 | 1,178 | 0.15% | 0.15% | 1390 | +489 | 2.81% | Q4 2025 | Jan 14, 2026 |
| Balefire, LLC | History | Added to | 17,707 | 1,168 | 0.23% | 0.21% | 1391 | +1,287 | 7.84% | Q4 2025 | Jan 12, 2026 |
| Washington Trust Advisors, Inc. | History | Added to | 17,699 | 1,168 | 0.09% | 0.09% | 1392 | +212 | 1.21% | Q4 2025 | Feb 03, 2026 |
| Tempus Wealth Planning, LLC | History | Reduced | 17,697 | 1,167 | 0.27% | 0.27% | 1393 | -653 | -3.56% | Q4 2025 | Jan 16, 2026 |
| ORG Partners LLC | History | Reduced | 17,650 | 1,164 | 0.2% | 0.27% | 1394 | -6,188 | -25.96% | Q4 2025 | Jan 14, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Added to | 17,612 | 1,162 | 0.41% | 0.1% | 1395 | +16,842 | 2187.27% | Q4 2025 | Jan 20, 2026 |
| COWA, LLC | History | Added to | 17,611 | 1,162 | 0.35% | 0.37% | 1396 | +364 | 2.11% | Q4 2025 | Feb 12, 2026 |
| EnRich Financial Partners LLC | History | Reduced | 17,608 | 1,162 | 0.32% | 0.33% | 1397 | -102 | -0.58% | Q4 2025 | Jan 28, 2026 |
| CATHY PARETO & ASSOCIATES, INC | History | Added to | 17,604 | 1,161 | 0.81% | 0.8% | 1399 | +1,408 | 8.69% | Q4 2025 | Jan 23, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | Added to | 17,599 | 1,161 | 0.27% | 0.27% | 1398 | +534 | 3.13% | Q4 2025 | Jan 06, 2026 |
| Greenland Capital Management LP | History | Reduced | 17,585 | 1,160 | 0.12% | 0.44% | 1400 | -50,596 | -74.21% | Q4 2025 | Feb 17, 2026 |
| PAX Financial Group, LLC | History | Added to | 17,535 | 1,157 | 0.2% | 0.2% | 1401 | +580 | 3.42% | Q4 2025 | Feb 05, 2026 |
| Christensen, King & Associates Investment Services, Inc. | History | Added to | 17,529 | 1,156 | 0.49% | 0.48% | 1402 | +247 | 1.43% | Q4 2025 | Jan 22, 2026 |
| Trueblood Wealth Management, LLC | History | Added to | 17,506 | 1,155 | 0.45% | 0.4% | 1403 | +1,673 | 10.57% | Q4 2025 | Jan 21, 2026 |
| JMG Financial Group, Ltd. | History | Added to | 17,491 | 1,154 | 0.03% | 0.03% | 1404 | +2,701 | 18.26% | Q4 2025 | Feb 10, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 17,478 | 1,153 | 0.91% | — | 1405 | +17,478 | New | Q4 2025 | Feb 11, 2026 |
| Tufton Capital Management | History | Reduced | 17,383 | 1,147 | 0.2% | 0.2% | 1406 | -75 | -0.43% | Q4 2025 | Jan 28, 2026 |
| Lakeridge Wealth Management LLC | History | Added to | 17,329 | 1,143 | 0.52% | 0.47% | 1407 | +1,112 | 6.86% | Q4 2025 | Jan 07, 2026 |
| Thrive Wealth Management, LLC | History | Added to | 17,291 | 1,141 | 0.17% | 0.17% | 1408 | +33 | 0.19% | Q4 2025 | Jan 12, 2026 |
| Compass Ion Advisors, LLC | History | Reduced | 17,261 | 1,139 | 0.11% | 0.12% | 1409 | -1,753 | -9.22% | Q4 2025 | Jan 29, 2026 |
| XY Planning Network, Inc. | History | Added to | 17,230 | 1,137 | 0.2% | 0.33% | 1411 | +1,689 | 10.87% | Q4 2025 | Jan 26, 2026 |
| MOGY JOEL R INVESTMENT COUNSEL INC | History | Added to | 17,235 | 1,137 | 0.06% | 0.06% | 1410 | +60 | 0.35% | Q4 2025 | Jan 30, 2026 |
| GARRISON POINT ADVISORS, LLC | History | Reduced | 17,215 | 1,136 | 0.5% | 0.48% | 1412 | -250 | -1.43% | Q4 2025 | Feb 13, 2026 |
| Latko Wealth Management, Ltd. | History | Added to | 17,203 | 1,135 | 0.56% | 0.36% | 1413 | +6,409 | 59.38% | Q4 2025 | Feb 10, 2026 |
| Roger Wittlin Investment Advisory, LLC | History | Reduced | 17,143 | 1,131 | 0.79% | 1.24% | 1415 | -17,139 | -49.99% | Q4 2025 | Jan 20, 2026 |
| Cypress Capital Group | History | Reduced | 17,151 | 1,131 | 0.13% | 0.14% | 1414 | -436 | -2.48% | Q4 2025 | Feb 11, 2026 |
| Private Wealth Group, LLC | History | No change | 17,095 | 1,128 | 0.54% | 0.55% | 1416 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Clark Capital Management Group, Inc. | History | Reduced | 17,074 | 1,126 | 0.01% | 0.01% | 1417 | -445 | -2.54% | Q4 2025 | Feb 17, 2026 |
| Daner Wealth Management, LLC | History | No change | 15,700 | 1,126 | 0.69% | 0.66% | 1418 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Third View Private Wealth, LLC | History | New | 16,986 | 1,121 | 0.15% | — | 1419 | +16,986 | New | Q4 2025 | Jan 23, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 16,957 | 1,119 | 0.04% | 0.04% | 1420 | -286 | -1.66% | Q4 2025 | Jan 12, 2026 |
| UNITED BANK | History | Reduced | 16,943 | 1,118 | 0.15% | 0.15% | 1421 | -2,076 | -10.92% | Q4 2025 | Feb 13, 2026 |
| Brooklyn Investment Group | History | Reduced | 16,647 | 1,114 | 0.05% | 0.07% | 1423 | -2,523 | -13.16% | Q4 2025 | Feb 12, 2026 |
| Costello Asset Management, INC | History | Reduced | 16,891 | 1,114 | 0.37% | 0.42% | 1422 | -2,188 | -11.47% | Q4 2025 | Feb 03, 2026 |
| MBA Advisors LLC | History | No change | 16,881 | 1,114 | 0.45% | 0.47% | 1424 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Colorado Capital Management, Inc. | History | Reduced | 16,839 | 1,111 | 0.42% | 0.44% | 1425 | -655 | -3.74% | Q4 2025 | Jan 23, 2026 |
| Round Rock Advisors LLC | History | No change | 16,831 | 1,110 | 0.17% | 0.17% | 1426 | 0 | 0.0% | Q4 2025 | Apr 07, 2026 |
| Nicholas Hoffman & Company, LLC. | History | Added to | 16,809 | 1,109 | 0.03% | 0.01% | 1427 | +7,755 | 85.65% | Q4 2025 | Feb 02, 2026 |
| Buttonwood Financial Advisors Inc. | History | Reduced | 16,812 | 1,109 | 0.37% | 0.4% | 1428 | -1,058 | -5.92% | Q4 2025 | Feb 04, 2026 |
| Destiny Wealth Partners, LLC | History | No change | 15,900 | 1,106 | 0.13% | 0.13% | 1429 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Edgemoor Investment Advisors, Inc. | History | Reduced | 16,729 | 1,104 | 0.09% | 0.09% | 1430 | -500 | -2.9% | Q4 2025 | Feb 10, 2026 |
| COFG Advisors, LLC | History | New | 16,656 | 1,099 | 0.27% | — | 1432 | +16,656 | New | Q4 2025 | Feb 10, 2026 |
| Anchor Investment Management, LLC | History | Added to | 16,660 | 1,099 | 0.09% | 0.08% | 1431 | +1,312 | 8.55% | Q4 2025 | Feb 26, 2026 |
| Texas Yale Capital Corp. | History | Added to | 16,625 | 1,097 | 0.03% | 0.03% | 1433 | +637 | 3.98% | Q4 2025 | Feb 10, 2026 |
| Principle Wealth Partners LLC | History | Added to | 16,593 | 1,095 | 0.06% | 0.06% | 1434 | +1,500 | 9.94% | Q4 2025 | Feb 06, 2026 |
| TRAPHAGEN INVESTMENT ADVISORS LLC | History | Added to | 16,561 | 1,093 | 0.09% | 0.09% | 1436 | +362 | 2.23% | Q4 2025 | Jan 27, 2026 |
| HOWLAND CAPITAL MANAGEMENT LLC | History | Reduced | 16,565 | 1,093 | 0.04% | 0.04% | 1435 | -100 | -0.6% | Q4 2025 | Feb 13, 2026 |
| PATTEN & PATTEN INC/TN | History | Reduced | 16,504 | 1,089 | 0.06% | 0.07% | 1437 | -716 | -4.16% | Q4 2025 | Feb 03, 2026 |
| Invst, LLC | History | Added to | 16,447 | 1,085 | 0.12% | 0.06% | 1438 | +7,875 | 91.87% | Q4 2025 | Feb 11, 2026 |
| Requisite Capital Management, LLC | History | Added to | 16,423 | 1,083 | 0.21% | 0.06% | 1439 | +11,128 | 210.16% | Q4 2025 | Feb 05, 2026 |
| Williams Jones Wealth Management, LLC. | History | Added to | 16,410 | 1,083 | 0.01% | 0.01% | 1440 | +4,890 | 42.45% | Q4 2025 | Feb 13, 2026 |
| Smith Partners Wealth Management, LLC | History | New | 16,365 | 1,080 | 0.99% | — | 1441 | +16,365 | New | Q4 2025 | Feb 13, 2026 |
| SGL Investment Advisors, Inc. | History | Added to | 15,464 | 1,075 | 0.43% | 0.35% | 1442 | +2,371 | 18.11% | Q4 2025 | Feb 06, 2026 |
| LVM CAPITAL MANAGEMENT LTD/MI | History | Reduced | 16,257 | 1,073 | 0.1% | 0.11% | 1443 | -1,510 | -8.5% | Q4 2025 | Jan 12, 2026 |
| INNEALTA CAPITAL, LLC | History | Added to | 16,200 | 1,069 | 0.58% | 0.51% | 1444 | +698 | 4.5% | Q4 2025 | Jan 30, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 16,167 | 1,067 | 0.12% | 0.13% | 1445 | +1,241 | 8.31% | Q4 2025 | Feb 11, 2026 |
| Willis Investment Counsel | History | No change | 16,164 | 1,066 | 0.06% | 0.06% | 1446 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| ORG Wealth Partners, LLC | History | Added to | 16,140 | 1,065 | 0.25% | 0.22% | 1447 | +562 | 3.61% | Q4 2025 | Jan 14, 2026 |
| High Note Wealth, LLC | History | No change | 16,135 | 1,064 | 0.21% | 0.21% | 1448 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Founders Financial Alliance, LLC | History | Reduced | 16,110 | 1,063 | 0.2% | 0.2% | 1449 | -93 | -0.57% | Q4 2025 | Feb 12, 2026 |
| Kathmere Capital Management, LLC | History | Reduced | 16,075 | 1,060 | 0.07% | 0.15% | 1450 | -15,498 | -49.09% | Q4 2025 | Jan 13, 2026 |
| GERBER, LLC | History | No change | 16,050 | 1,059 | 0.59% | 0.66% | 1451 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Canvas Wealth Advisors, LLC | History | Added to | 15,997 | 1,055 | 0.18% | 0.12% | 1452 | +5,830 | 57.34% | Q4 2025 | Jan 12, 2026 |
| Stenger Family Office, LLC | History | Reduced | 15,966 | 1,053 | 0.22% | 0.27% | 1454 | -4,237 | -20.97% | Q4 2025 | Mar 04, 2026 |
| APPLETON PARTNERS INC/MA | History | Reduced | 15,950 | 1,053 | 0.07% | 0.07% | 1453 | -15 | -0.09% | Q4 2025 | Jan 09, 2026 |
| Weaver Consulting Group | History | Added to | 15,933 | 1,051 | 0.26% | 0.26% | 1455 | +1 | 0.01% | Q4 2025 | Feb 10, 2026 |
| BridgePort Financial Solutions, LLC | History | Added to | 15,905 | 1,049 | 0.28% | 0.25% | 1456 | +1,813 | 12.87% | Q4 2025 | Jan 16, 2026 |
| Westhampton Capital, LLC | History | No change | 15,870 | 1,047 | 0.49% | 0.5% | 1457 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| WILLNER & HELLER, LLC | History | Reduced | 15,836 | 1,045 | 0.75% | 0.8% | 1458 | -229 | -1.43% | Q4 2025 | Jan 12, 2026 |
| Koesten, Hirschmann & Crabtree, INC. | History | Reduced | 15,830 | 1,044 | 0.51% | 0.61% | 1460 | -3,750 | -19.15% | Q4 2025 | Feb 09, 2026 |
| Root Financial Partners, LLC | History | Added to | 15,821 | 1,044 | 0.05% | 0.05% | 1461 | +2,628 | 19.92% | Q4 2025 | Feb 10, 2026 |
| Evanson Asset Management, LLC | History | Added to | 15,827 | 1,044 | 0.06% | 0.06% | 1459 | +1 | 0.01% | Q4 2025 | Jan 12, 2026 |
| CERTUITY, LLC | History | Added to | 15,789 | 1,042 | 0.07% | 0.07% | 1462 | +305 | 1.97% | Q4 2025 | Jan 30, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 15,787 | 1,041 | 0.1% | 0.12% | 1464 | +1,740 | 12.39% | Q4 2025 | Jan 22, 2026 |
| Ethos Financial Group, LLC | History | Reduced | 15,773 | 1,041 | 0.08% | 0.08% | 1463 | -349 | -2.16% | Q4 2025 | Jan 20, 2026 |
| Steffes Financial, Ltd. | History | New | 15,738 | 1,038 | 0.54% | — | 1465 | +15,738 | New | Q4 2025 | Feb 17, 2026 |
| Old Port Advisors | History | Added to | 15,717 | 1,037 | 0.25% | 0.26% | 1466 | +60 | 0.38% | Q4 2025 | Jan 08, 2026 |
| CPC Advisors, LLC | History | Added to | 15,701 | 1,036 | 0.1% | 0.11% | 1467 | +232 | 1.5% | Q4 2025 | Jan 28, 2026 |
| Retirement Planning Group, LLC | History | Reduced | 15,682 | 1,035 | 0.03% | 0.04% | 1468 | -1,814 | -10.37% | Q4 2025 | Feb 03, 2026 |
| Financial Synergies Wealth Advisors, Inc. | History | Added to | 15,685 | 1,035 | 0.1% | 0.1% | 1469 | +63 | 0.4% | Q4 2025 | Feb 06, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Reduced | 15,675 | 1,034 | 0.17% | 0.2% | 1470 | -1,457 | -8.5% | Q4 2025 | Feb 17, 2026 |
| TSFG, LLC | History | Reduced | 15,652 | 1,033 | 0.15% | 0.16% | 1471 | -82 | -0.52% | Q4 2025 | Feb 04, 2026 |
| Investment Research & Advisory Group, Inc. | History | Added to | 15,547 | 1,026 | 0.34% | 0.32% | 1472 | +1,037 | 7.15% | Q4 2025 | Jan 20, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | Added to | 15,536 | 1,025 | 0.07% | 0.07% | 1473 | +80 | 0.52% | Q4 2025 | Jan 20, 2026 |
| Plancorp, LLC | History | Added to | 15,408 | 1,016 | 0.03% | 0.03% | 1474 | +3 | 0.02% | Q4 2025 | Feb 05, 2026 |
| Fortis Capital Advisors, LLC | History | Added to | 15,371 | 1,014 | 0.15% | 0.15% | 1475 | +634 | 4.3% | Q4 2025 | Jan 27, 2026 |
| Thomasville National Bank | History | Reduced | 15,311 | 1,010 | 0.06% | 0.06% | 1476 | -65 | -0.42% | Q4 2025 | Jan 26, 2026 |
| SWEENEY & MICHEL, LLC | History | Added to | 14,062 | 1,006 | 0.3% | 0.3% | 1478 | +66 | 0.47% | Q4 2025 | Feb 13, 2026 |
| TL Private Wealth | History | Added to | 14,565 | 1,006 | 0.39% | 0.38% | 1477 | +47 | 0.32% | Q4 2025 | Jan 12, 2026 |
| BIP Wealth, LLC | History | Added to | 15,237 | 1,005 | 0.04% | 0.05% | 1479 | +764 | 5.28% | Q4 2025 | Jan 21, 2026 |
| FIDUCIARY ADVISORS, INC. | History | Added to | 15,223 | 1,004 | 0.76% | 0.8% | 1480 | +23 | 0.15% | Q4 2025 | Jan 27, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Added to | 15,180 | 1,001 | 0.03% | 0.04% | 1481 | +1 | 0.01% | Q4 2025 | Feb 12, 2026 |
| Allen Capital Group, LLC | History | Reduced | 15,164 | 1,000 | 0.09% | 0.1% | 1482 | -433 | -2.78% | Q4 2025 | Feb 09, 2026 |
| Financial Insights, Inc. | History | Added to | 15,123 | 998 | 0.33% | 0.22% | 1483 | +5,150 | 51.64% | Q4 2025 | Mar 31, 2026 |
| Interchange Capital Partners, LLC | History | No change | 15,067 | 994 | 0.18% | 0.19% | 1484 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| SG Americas Securities, LLC | History | Reduced | 15,010 | 991 | 0.0% | 0.02% | 1485 | -65,393 | -81.33% | Q4 2025 | Jan 09, 2026 |
| Cypress Wealth Services, LLC | History | Added to | 14,977 | 988 | 0.14% | 0.04% | 1486 | +11,112 | 287.5% | Q4 2025 | Jan 14, 2026 |
| HFG Advisors, Inc. | History | No change | 14,910 | 984 | 0.71% | 0.72% | 1487 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Ipswich Investment Management Co., Inc. | History | Reduced | 14,880 | 982 | 0.23% | 0.23% | 1488 | -160 | -1.06% | Q4 2025 | Jan 16, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | Reduced | 14,859 | 980 | 0.04% | 0.04% | 1489 | -1,000 | -6.31% | Q4 2025 | Jan 16, 2026 |
| Symphony Financial Services, Inc. | History | Added to | 14,847 | 979 | 0.5% | 0.49% | 1491 | +899 | 6.45% | Q4 2025 | Feb 12, 2026 |
| CALTON & ASSOCIATES, INC. | History | Added to | 14,836 | 979 | 0.14% | 0.14% | 1490 | +876 | 6.28% | Q4 2025 | Feb 10, 2026 |
| Samalin Investment Counsel, LLC | History | Added to | 14,832 | 978 | 0.35% | 0.31% | 1492 | +1,036 | 7.51% | Q4 2025 | Jan 30, 2026 |
| Cornerstone Wealth Group, LLC | History | Reduced | 14,820 | 978 | 0.07% | 0.07% | 1493 | -883 | -5.62% | Q4 2025 | Jan 26, 2026 |
| Kooman & Associates | History | Reduced | 14,826 | 978 | 0.29% | 0.31% | 1494 | -610 | -3.95% | Q4 2025 | Jan 23, 2026 |
| Fortune Financial Advisors, LLC | History | Reduced | 14,722 | 971 | 0.65% | 0.84% | 1495 | -2,461 | -14.32% | Q4 2025 | Jan 23, 2026 |
| WATERS PARKERSON & CO., LLC | History | Reduced | 14,625 | 965 | 0.05% | 0.05% | 1497 | -335 | -2.24% | Q4 2025 | Feb 12, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 14,626 | 965 | 0.02% | 0.02% | 1496 | +262 | 1.82% | Q4 2025 | Feb 06, 2026 |
| Private Wealth Management Group, LLC | History | No change | 14,635 | 965 | 0.26% | 0.26% | 1498 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| STEVENS CAPITAL PARTNERS | History | Added to | 14,570 | 961 | 0.25% | 0.16% | 1499 | +6,156 | 73.16% | Q4 2025 | Jan 27, 2026 |
| LIBERTY SQUARE WEALTH PARTNERS LLC | History | Reduced | 14,502 | 957 | 0.27% | 0.53% | 1500 | -11,774 | -44.81% | Q4 2025 | Feb 11, 2026 |
| Marin Bay Wealth Advisors, LLC | History | New | 14,489 | 956 | 0.55% | — | 1503 | +14,489 | New | Q4 2025 | Feb 17, 2026 |
| Golden State Equity Partners | History | Reduced | 14,495 | 956 | 0.15% | 0.19% | 1502 | -2,393 | -14.17% | Q4 2025 | Jan 29, 2026 |
| CARRET ASSET MANAGEMENT, LLC | History | Reduced | 14,499 | 956 | 0.09% | 0.09% | 1501 | -50 | -0.34% | Q4 2025 | Feb 17, 2026 |
| Uptown Financial Advisors LLC | History | Added to | 14,460 | 954 | 0.68% | 0.7% | 1505 | +1,500 | 11.57% | Q4 2025 | Jan 23, 2026 |
| ZWJ INVESTMENT COUNSEL INC | History | Added to | 14,460 | 954 | 0.03% | 0.03% | 1504 | +1,446 | 11.11% | Q4 2025 | Jan 23, 2026 |
| Berman McAleer LLC | History | Added to | 14,463 | 954 | 0.13% | 0.13% | 1506 | +685 | 4.97% | Q4 2025 | Feb 05, 2026 |
| CCG WEALTH MANAGEMENT, LLC | History | Added to | 14,436 | 952 | 0.41% | 0.44% | 1507 | +168 | 1.18% | Q4 2025 | Jan 21, 2026 |
| Nemes Rush Group LLC | History | Added to | 14,360 | 947 | 0.09% | 0.07% | 1508 | +3,368 | 30.64% | Q4 2025 | Feb 11, 2026 |
| Stanley-Laman Group, Ltd. | History | Added to | 14,300 | 943 | 0.12% | 0.1% | 1509 | +3,073 | 27.37% | Q4 2025 | Jan 23, 2026 |
| Clarity Financial LLC | History | Reduced | 14,263 | 941 | 0.09% | 0.09% | 1510 | -60 | -0.42% | Q4 2025 | Jan 28, 2026 |
| CONTINENTAL INVESTORS SERVICES, INC. | History | Reduced | 13,692 | 940 | 1.21% | 1.69% | 1511 | -4,024 | -22.71% | Q4 2025 | Feb 23, 2026 |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | History | Added to | 14,212 | 938 | 0.25% | 0.27% | 1512 | +4 | 0.03% | Q4 2025 | Feb 13, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 14,020 | 925 | 0.09% | 0.09% | 1513 | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| Sharkey, Howes & Javer | History | Reduced | 13,973 | 922 | 0.12% | 0.12% | 1514 | -597 | -4.1% | Q4 2025 | Jan 13, 2026 |
| SWMG, LLC | History | Added to | 12,805 | 918 | 0.25% | 0.2% | 1515 | +2,818 | 28.22% | Q4 2025 | Feb 10, 2026 |
| Demars Financial Group, LLC | History | Reduced | 13,868 | 915 | 0.31% | 0.32% | 1516 | -288 | -2.03% | Q4 2025 | Jan 22, 2026 |
| Sovereign Financial Group, Inc. | History | Reduced | 13,876 | 915 | 0.16% | 0.17% | 1517 | -48 | -0.34% | Q4 2025 | Jan 07, 2026 |
| MOODY LYNN & LIEBERSON, LLC | History | Added to | 13,853 | 914 | 0.05% | 0.05% | 1518 | +87 | 0.63% | Q4 2025 | Jan 15, 2026 |
| Legal & General Group Plc | History | Reduced | 13,800 | 911 | 0.0% | 0.0% | 1519 | -528 | -3.69% | Q4 2025 | Feb 09, 2026 |
| GREENUP STREET WEALTH MANAGEMENT LLC | History | Reduced | 13,795 | 910 | 0.13% | 0.17% | 1520 | -2,694 | -16.34% | Q4 2025 | Jan 23, 2026 |
| Next Level Private LLC | History | Added to | 13,765 | 908 | 0.24% | 0.26% | 1521 | +83 | 0.61% | Q4 2025 | Jan 07, 2026 |
| Kovack Advisors, Inc. | History | Added to | 13,745 | 907 | 0.04% | 0.05% | 1522 | +6,099 | 79.77% | Q4 2025 | Feb 17, 2026 |
| HARMONY ASSET MANAGEMENT LLC | History | Reduced | 13,728 | 906 | 0.3% | 0.33% | 1526 | -999 | -6.78% | Q4 2025 | Feb 06, 2026 |
| Occidental Asset Management, LLC | History | Reduced | 13,729 | 906 | 0.11% | 0.12% | 1525 | -644 | -4.48% | Q4 2025 | Jan 08, 2026 |
| WBH ADVISORY INC | History | Added to | 13,736 | 906 | 0.07% | 0.07% | 1523 | +53 | 0.39% | Q4 2025 | Jan 26, 2026 |
| North Star Investment Management Corp. | History | Reduced | 13,740 | 906 | 0.06% | 0.06% | 1524 | -13 | -0.09% | Q4 2025 | Jan 30, 2026 |
| Traub Capital Management LLC | History | Reduced | 13,727 | 905 | 0.87% | 0.9% | 1528 | -250 | -1.79% | Q4 2025 | Jan 29, 2026 |
| SC&H Financial Advisors, Inc. | History | Reduced | 13,727 | 905 | 0.14% | 0.15% | 1527 | -147 | -1.06% | Q4 2025 | Jan 21, 2026 |
| Courage Miller Partners, LLC | History | Added to | 13,688 | 903 | 0.27% | 0.26% | 1529 | +150 | 1.11% | Q4 2025 | Jan 26, 2026 |
| Wealth Dimensions Group, Ltd. | History | Reduced | 13,681 | 902 | 0.18% | 0.18% | 1530 | -48 | -0.35% | Q4 2025 | Feb 13, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | No change | 13,666 | 901 | 0.03% | 0.03% | 1531 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Charter Oak Capital Management, LLC | History | Reduced | 13,642 | 900 | 0.07% | 0.07% | 1532 | -375 | -2.68% | Q4 2025 | Jan 23, 2026 |
| OMNI 360 Wealth, Inc. | History | Added to | 12,949 | 899 | 0.46% | 0.47% | 1533 | +39 | 0.3% | Q4 2025 | Jan 29, 2026 |
| Hollow Brook Wealth Management LLC | History | Reduced | 13,565 | 895 | 0.23% | 0.31% | 1534 | -6,750 | -33.23% | Q4 2025 | Feb 17, 2026 |
| Camarda Financial Advisors, LLC | History | Reduced | 13,531 | 893 | 0.34% | 0.34% | 1536 | -456 | -3.26% | Q4 2025 | Feb 17, 2026 |
| Brookmont Capital Management | History | Added to | 13,535 | 893 | 0.52% | 0.48% | 1535 | +185 | 1.39% | Q4 2025 | Feb 10, 2026 |
| Innovative Wealth Building LLC | History | Added to | 13,511 | 891 | 0.65% | 0.62% | 1538 | +1,383 | 11.4% | Q4 2025 | Feb 17, 2026 |
| CHATHAM CAPITAL GROUP, INC. | History | Reduced | 13,510 | 891 | 0.13% | 0.13% | 1537 | -260 | -1.89% | Q4 2025 | Jan 14, 2026 |
| Laurel Wealth Advisors LLC | History | Added to | 13,492 | 890 | 0.12% | 0.12% | 1539 | +16 | 0.12% | Q4 2025 | Jan 30, 2026 |
| S.E.E.D. Planning Group LLC | History | Reduced | 13,460 | 888 | 0.25% | 0.26% | 1540 | -92 | -0.68% | Q4 2025 | Jan 09, 2026 |
| Northwest Wealth Advisors, LLC | History | New | 13,441 | 887 | 0.69% | — | 1541 | +13,441 | New | Q4 2025 | Feb 06, 2026 |
| Mann Financial Group, Inc. | History | Added to | 13,379 | 883 | 0.85% | 0.59% | 1543 | +4,278 | 47.01% | Q4 2025 | Feb 09, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | Reduced | 13,380 | 883 | 0.04% | 0.04% | 1542 | -270 | -1.98% | Q4 2025 | Feb 02, 2026 |
| BAYBAN | History | New | 13,329 | 879 | 0.78% | — | 1544 | +13,329 | New | Q4 2025 | Mar 05, 2026 |
| Bogart Wealth, LLC | History | Added to | 13,250 | 874 | 0.04% | 0.03% | 1545 | +1,041 | 8.53% | Q4 2025 | Jan 30, 2026 |
| Clear Harbor Asset Management, LLC | History | Reduced | 13,213 | 872 | 0.06% | 0.06% | 1546 | -340 | -2.51% | Q4 2025 | Feb 10, 2026 |
| Stonebrook Private Inc. | History | Added to | 13,196 | 870 | 0.18% | 0.19% | 1547 | +13 | 0.1% | Q4 2025 | Feb 11, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | New | 13,100 | 864 | 0.0% | — | 1548 | +13,100 | New | Q4 2025 | Feb 17, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Reduced | 13,101 | 864 | 0.1% | 0.1% | 1549 | -71 | -0.54% | Q4 2025 | Feb 13, 2026 |
| Guardian Asset Advisors, LLC | History | Added to | 13,056 | 861 | 0.45% | 0.46% | 1551 | +45 | 0.35% | Q4 2025 | Jan 29, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | No change | 13,051 | 861 | 0.41% | 0.41% | 1550 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Proactive Wealth Strategies LLC | History | Reduced | 12,972 | 856 | 0.34% | 0.39% | 1552 | -769 | -5.6% | Q4 2025 | Feb 05, 2026 |
| PSI Advisors, LLC | History | Reduced | 12,960 | 855 | 0.21% | 0.22% | 1553 | -425 | -3.18% | Q4 2025 | Feb 09, 2026 |
| Winthrop Capital Management, LLC | History | Added to | 12,952 | 855 | 0.2% | 0.2% | 1554 | +150 | 1.17% | Q4 2025 | Feb 10, 2026 |
| Mill Creek Capital Advisors, LLC | History | Added to | 12,949 | 854 | 0.02% | 0.01% | 1555 | +5,346 | 70.31% | Q4 2025 | Feb 13, 2026 |
| Gemmer Asset Management LLC | History | Added to | 12,914 | 852 | 0.07% | 0.07% | 1556 | +19 | 0.15% | Q4 2025 | Jan 23, 2026 |
| Coordinated Financial Services, Inc. | History | Reduced | 12,883 | 850 | 0.49% | 0.56% | 1558 | -607 | -4.5% | Q4 2025 | Feb 09, 2026 |
| Capital Advisors Wealth Management, LLC | History | Reduced | 12,891 | 850 | 0.12% | 0.12% | 1557 | -71 | -0.55% | Q4 2025 | Jan 21, 2026 |
| OARSMAN CAPITAL, INC. | History | Reduced | 12,872 | 849 | 0.11% | 0.13% | 1559 | -956 | -6.91% | Q4 2025 | Feb 13, 2026 |
| Emprise Bank | History | No change | 12,867 | 849 | 0.35% | 0.36% | 1560 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| UPTICK PARTNERS, LLC | History | Added to | 12,823 | 846 | 0.18% | 0.19% | 1561 | +1,635 | 14.61% | Q4 2025 | Feb 02, 2026 |
| Central Pacific Bank - Trust Division | History | Added to | 12,801 | 844 | 0.1% | 0.09% | 1563 | +1,276 | 11.07% | Q4 2025 | Jan 07, 2026 |
| WARNER FINANCIAL, INC | History | Added to | 12,791 | 844 | 0.29% | 0.31% | 1562 | +123 | 0.97% | Q4 2025 | Jan 21, 2026 |
| Storen Legacy Partners, LLC | History | New | 12,773 | 843 | 0.26% | — | 1567 | +12,773 | New | Q4 2025 | Mar 05, 2026 |
| Secure Asset Management, LLC | History | Reduced | 12,773 | 843 | 0.13% | 0.18% | 1565 | -4,205 | -24.77% | Q4 2025 | Jan 20, 2026 |
| Sage Capital Advisors,llc | History | Added to | 12,782 | 843 | 0.2% | 0.2% | 1564 | +60 | 0.47% | Q4 2025 | Jan 06, 2026 |
| PINNEY & SCOFIELD, INC. | History | No change | 12,780 | 843 | 0.48% | 0.52% | 1566 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Glen Eagle Advisors, LLC | History | Reduced | 12,764 | 842 | 0.11% | 0.12% | 1568 | -645 | -4.81% | Q4 2025 | Feb 13, 2026 |
| Crews Bank & Trust | History | Reduced | 12,767 | 842 | 0.12% | 0.12% | 1569 | -35 | -0.27% | Q4 2025 | Jan 21, 2026 |
| KWMG, LLC | History | Added to | 12,738 | 840 | 0.07% | 0.06% | 1570 | +1,645 | 14.83% | Q4 2025 | Jan 16, 2026 |
| Silver Grove Financial Group, Inc. | History | Reduced | 12,768 | 839 | 0.73% | 0.88% | 1571 | -1,461 | -10.27% | Q4 2025 | Feb 17, 2026 |
| INTEGRITY WEALTH ADVISORS, INC. | History | New | 12,709 | 838 | 0.57% | — | 1572 | +12,709 | New | Q4 2025 | Feb 17, 2026 |
| Clarity Capital Advisors, LLC | History | Added to | 12,677 | 836 | 0.42% | 0.39% | 1573 | +1,696 | 15.44% | Q4 2025 | Feb 11, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | New | 12,638 | 834 | 0.05% | — | 1575 | +12,638 | New | Q4 2025 | Feb 17, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | Reduced | 12,637 | 834 | 0.09% | 0.1% | 1574 | -214 | -1.67% | Q4 2025 | Jan 14, 2026 |
| Saiph Capital, LLC | History | Reduced | 12,538 | 827 | 0.3% | 0.32% | 1576 | -1,219 | -8.86% | Q4 2025 | Feb 12, 2026 |
| M.E. ALLISON & CO., INC. | History | No change | 12,478 | 823 | 0.56% | 0.57% | 1577 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| BARCLAYS PLC | History | Reduced | 12,435 | 820 | 0.0% | 0.0% | 1578 | -99,497 | -88.89% | Q4 2025 | Feb 13, 2026 |
| ALERUS FINANCIAL NA | History | Reduced | 12,425 | 820 | 0.04% | 0.22% | 1579 | -52,896 | -80.98% | Q4 2025 | Feb 13, 2026 |
| PRIMORIS WEALTH ADVISORS, LLC | History | Reduced | 12,414 | 819 | 0.49% | 0.51% | 1580 | -10 | -0.08% | Q4 2025 | Feb 03, 2026 |
| Clearstead Trust, LLC | History | Reduced | 12,391 | 817 | 0.13% | 0.2% | 1581 | -5,604 | -31.14% | Q4 2025 | Feb 09, 2026 |
| Keystone Wealth Services, LLC | History | Added to | 12,390 | 817 | 0.17% | 0.17% | 1582 | +368 | 3.06% | Q4 2025 | Jan 26, 2026 |
| Vantus Wealth LLC | History | New | 12,368 | 816 | 0.6% | — | 1583 | +12,368 | New | Q4 2025 | Feb 10, 2026 |
| D. E. Shaw & Co., Inc. | History | New | 12,351 | 815 | 0.0% | — | 1584 | +12,351 | New | Q4 2025 | Feb 17, 2026 |
| Maltin Wealth Management, Inc. | History | Added to | 12,346 | 814 | 0.32% | 0.33% | 1585 | +257 | 2.13% | Q4 2025 | Jan 15, 2026 |
| JT Stratford LLC | History | Added to | 12,309 | 812 | 0.1% | 0.06% | 1586 | +5,765 | 88.1% | Q4 2025 | Feb 12, 2026 |
| Equita Financial Network, Inc. | History | Added to | 12,312 | 812 | 0.24% | 0.24% | 1588 | +1,627 | 15.23% | Q4 2025 | Jan 29, 2026 |
| ABLE Financial Group, LLC | History | Added to | 12,313 | 812 | 0.16% | 0.17% | 1587 | +549 | 4.67% | Q4 2025 | Jan 23, 2026 |
| RIVERCHASE WEALTH MANAGEMENT, LLC | History | No change | 12,280 | 810 | 0.44% | 0.45% | 1589 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| FIRST NATIONAL BANK SIOUX FALLS | History | No change | 12,259 | 809 | 0.24% | 0.25% | 1590 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Security National Bank | History | Added to | 12,222 | 806 | 0.12% | 0.12% | 1591 | +372 | 3.14% | Q4 2025 | Feb 05, 2026 |
| HILLTOP WEALTH ADVISORS, LLC | History | No change | 12,191 | 804 | 0.4% | 0.41% | 1592 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| New Republic Capital, LLC | History | Added to | 12,164 | 802 | 0.21% | 0.18% | 1593 | +3,300 | 37.23% | Q4 2025 | Feb 10, 2026 |
| Westmount Partners, LLC | History | Added to | 12,163 | 802 | 0.2% | 0.21% | 1594 | +32 | 0.26% | Q4 2025 | Jan 15, 2026 |
| BEAM WEALTH ADVISORS, INC. | History | Reduced | 12,116 | 799 | 0.22% | 0.36% | 1595 | -8,269 | -40.56% | Q4 2025 | Feb 04, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 12,051 | 795 | 0.01% | 0.01% | 1596 | -73 | -0.6% | Q4 2025 | Feb 13, 2026 |
| Capasso Planning Partners LLC | History | Reduced | 12,006 | 792 | 0.43% | 0.56% | 1597 | -1,934 | -13.87% | Q4 2025 | Feb 17, 2026 |
| INVENIO WEALTH PARTNERS LLC | History | Added to | 12,005 | 792 | 0.29% | 0.27% | 1598 | +550 | 4.8% | Q4 2025 | Feb 13, 2026 |
| ROSENBLUM SILVERMAN SUTTON S F INC /CA | History | No change | 11,990 | 791 | 0.18% | 0.18% | 1599 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| EagleClaw Capital Managment, LLC | History | No change | 11,990 | 791 | 0.11% | 0.11% | 1600 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Tribridge Partners Financial LLC | History | Added to | 11,981 | 790 | 0.33% | 0.34% | 1602 | +610 | 5.36% | Q4 2025 | Jan 26, 2026 |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | History | Added to | 11,977 | 790 | 0.25% | 0.26% | 1601 | +65 | 0.55% | Q4 2025 | Feb 12, 2026 |
| Seneca House Advisors | History | Added to | 11,943 | 788 | 0.29% | 0.31% | 1603 | +12 | 0.1% | Q4 2025 | Feb 17, 2026 |
| Powell Investment Advisors, LLC | History | Added to | 11,932 | 787 | 0.27% | 0.27% | 1604 | +50 | 0.42% | Q4 2025 | Feb 09, 2026 |
| Luminvest Wealth Management LLC | History | No change | 11,914 | 786 | 0.22% | 0.25% | 1605 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Jackson Hole Capital Partners, LLC | History | Added to | 11,895 | 785 | 0.13% | 0.12% | 1606 | +812 | 7.33% | Q4 2025 | Jan 30, 2026 |
| YARGER WEALTH STRATEGIES, LLC | History | Added to | 11,902 | 785 | 0.34% | 0.35% | 1607 | +241 | 2.07% | Q4 2025 | Jan 22, 2026 |
| INVESTMENT MANAGEMENT CORP /VA/ /ADV | History | Reduced | 11,877 | 783 | 0.66% | 0.68% | 1608 | -244 | -2.01% | Q4 2025 | Jan 29, 2026 |
| Philip James Wealth Mangement, LLC | History | Added to | 11,805 | 779 | 0.09% | 0.09% | 1609 | +37 | 0.31% | Q4 2025 | Jan 20, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Reduced | 11,787 | 777 | 0.06% | 0.06% | 1610 | -75 | -0.63% | Q4 2025 | Feb 17, 2026 |
| BKM Wealth Management, LLC | History | Added to | 11,761 | 776 | 0.28% | 0.28% | 1612 | +2 | 0.02% | Q4 2025 | Jan 29, 2026 |
| Clearbridge Investments, LLC | History | No change | 11,770 | 776 | 0.0% | 0.0% | 1611 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Intergy Private Wealth, LLC | History | Added to | 11,721 | 773 | 0.23% | 0.24% | 1613 | +125 | 1.08% | Q4 2025 | Jan 22, 2026 |
| ROVIN CAPITAL /UT/ /ADV | History | Reduced | 11,675 | 771 | 0.2% | 0.21% | 1614 | -782 | -6.28% | Q4 2025 | Feb 09, 2026 |
| Shepherd Financial Partners LLC | History | No change | 11,677 | 770 | 0.07% | 0.07% | 1615 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Conservest Capital Advisors, Inc. | History | Reduced | 11,649 | 768 | 0.07% | 0.08% | 1617 | -1,184 | -9.23% | Q4 2025 | Feb 12, 2026 |
| NAVELLIER & ASSOCIATES INC | History | No change | 11,650 | 768 | 0.09% | 0.08% | 1616 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Tennessee Valley Asset Management Partners | History | Reduced | 11,628 | 767 | 0.1% | 0.11% | 1618 | -719 | -5.82% | Q4 2025 | Feb 05, 2026 |
| 71 West Capital Partners | History | New | 11,595 | 765 | 0.04% | — | 1620 | +11,595 | New | Q4 2025 | Feb 17, 2026 |
| Hoxton Planning & Management, LLC | History | Reduced | 11,593 | 765 | 0.23% | 0.24% | 1619 | -79 | -0.68% | Q4 2025 | Feb 11, 2026 |
| Financial Planning Navigators CORP | History | New | 11,585 | 764 | 0.35% | — | 1621 | +11,585 | New | Q4 2025 | Jan 16, 2026 |
| Centurion Wealth Management LLC | History | Added to | 11,566 | 763 | 0.17% | 0.15% | 1622 | +1,188 | 11.45% | Q4 2025 | Jan 14, 2026 |
| Twelve Points Wealth Management LLC | History | New | 10,983 | 759 | 0.17% | — | 1623 | +10,983 | New | Q4 2025 | Jan 23, 2026 |
| AMERIFLEX GROUP, INC. | History | Added to | 11,501 | 759 | 0.39% | 0.11% | 1624 | +7,031 | 157.29% | Q4 2025 | Feb 18, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Added to | 11,492 | 758 | 0.16% | 0.07% | 1625 | +8,170 | 245.94% | Q4 2025 | Feb 12, 2026 |
| Acorn Wealth Advisors, LLC | History | Reduced | 11,403 | 752 | 0.22% | 0.35% | 1627 | -5,584 | -32.87% | Q4 2025 | Feb 10, 2026 |
| Slow Capital, Inc. | History | No change | 11,395 | 752 | 0.09% | 0.09% | 1626 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Ironwood Investment Counsel, LLC | History | Added to | 11,366 | 750 | 0.1% | 0.11% | 1628 | +1 | 0.01% | Q4 2025 | Feb 06, 2026 |
| SHUFRO ROSE & CO LLC | History | Reduced | 11,310 | 746 | 0.05% | 0.05% | 1629 | -50 | -0.44% | Q4 2025 | Feb 09, 2026 |
| Seelaus Asset Management LLC | History | Reduced | 11,295 | 745 | 0.59% | 0.64% | 1630 | -1,005 | -8.17% | Q4 2025 | Feb 04, 2026 |
| Indivisible Partners | History | New | 11,285 | 744 | 0.08% | — | 1633 | +11,285 | New | Q4 2025 | Feb 03, 2026 |
| Key FInancial Inc | History | Added to | 11,273 | 744 | 0.14% | 0.13% | 1632 | +183 | 1.65% | Q4 2025 | Feb 09, 2026 |
| Somerset Trust Co | History | No change | 11,285 | 744 | 0.23% | 0.23% | 1631 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| SeaCrest Wealth Management, LLC | History | Reduced | 10,876 | 742 | 0.08% | 0.08% | 1634 | -269 | -2.41% | Q4 2025 | Jan 12, 2026 |
| TILIA FIDUCIARY PARTNERS, INC. | History | Reduced | 11,249 | 742 | 0.41% | 0.43% | 1635 | -184 | -1.61% | Q4 2025 | Jan 12, 2026 |
| Blue Trust, Inc. | History | Added to | 11,236 | 741 | 0.01% | 0.01% | 1637 | +853 | 8.22% | Q4 2025 | Jan 16, 2026 |
| Parcion Private Wealth LLC | History | Reduced | 11,242 | 741 | 0.05% | 0.05% | 1636 | -796 | -6.61% | Q4 2025 | Jan 26, 2026 |
| Columbia Bank | History | No change | 11,240 | 741 | 0.21% | 0.2% | 1638 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| WEATHERLY ASSET MANAGEMENT L. P. | History | Added to | 11,213 | 740 | 0.06% | 0.06% | 1639 | +451 | 4.19% | Q4 2025 | Jan 16, 2026 |
| SFG Wealth Management, LLC. | History | Reduced | 11,226 | 740 | 0.29% | 0.32% | 1640 | -206 | -1.8% | Q4 2025 | Feb 03, 2026 |
| Waterloo Capital, L.P. | History | Reduced | 11,201 | 739 | 0.05% | 0.06% | 1642 | -237 | -2.07% | Q4 2025 | Feb 10, 2026 |
| TCV Trust & Wealth Management, Inc. | History | Reduced | 11,198 | 739 | 0.06% | 0.06% | 1641 | -230 | -2.01% | Q4 2025 | Jan 23, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | Added to | 11,188 | 738 | 0.26% | 0.26% | 1643 | +2 | 0.02% | Q4 2025 | Feb 09, 2026 |
| Alta Wealth Advisors LLC | History | Added to | 11,175 | 737 | 0.25% | 0.23% | 1644 | +1,335 | 13.57% | Q4 2025 | Feb 03, 2026 |
| Objective Capital Management, LLC | History | Added to | 11,163 | 736 | 0.75% | 0.74% | 1646 | +222 | 2.03% | Q4 2025 | Feb 04, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | Added to | 11,157 | 736 | 0.23% | 0.24% | 1645 | +93 | 0.84% | Q4 2025 | Feb 03, 2026 |
| Cornell Pochily Investment Advisors, Inc. | History | Reduced | 11,143 | 735 | 0.21% | 0.22% | 1647 | -125 | -1.11% | Q4 2025 | Jan 20, 2026 |
| Crusonia Wealth Advisors LLC | History | New | 11,132 | 734 | 0.16% | — | 1650 | +11,132 | New | Q4 2025 | Feb 18, 2026 |
| Larson Financial Group LLC | History | Added to | 11,129 | 734 | 0.02% | 0.02% | 1649 | +352 | 3.27% | Q4 2025 | Feb 06, 2026 |
| Clarkston Capital Partners, LLC | History | No change | 11,125 | 734 | 0.02% | 0.02% | 1648 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Marshall Financial Group, LLC | History | Reduced | 11,117 | 733 | 0.14% | 0.16% | 1651 | -1,696 | -13.24% | Q4 2025 | Jan 09, 2026 |
| Krilogy Financial LLC | History | Reduced | 10,519 | 732 | 0.02% | 0.03% | 1652 | -556 | -5.02% | Q4 2025 | Jan 27, 2026 |
| CAMBRIDGE CAPITAL MANAGEMENT, LLC | History | Added to | 11,097 | 732 | 0.33% | 0.35% | 1653 | +55 | 0.5% | Q4 2025 | Jan 28, 2026 |
| Adelphi Trust Co | History | New | 11,069 | 730 | 0.6% | — | 1654 | +11,069 | New | Q4 2025 | Jan 26, 2026 |
| Checchi Capital Advisers, LLC | History | Added to | 11,046 | 729 | 0.04% | 0.04% | 1655 | +279 | 2.59% | Q4 2025 | Jan 27, 2026 |
| Quotient Wealth Partners, LLC | History | Reduced | 11,044 | 728 | 0.02% | 0.02% | 1659 | -1,805 | -14.05% | Q4 2025 | Jan 22, 2026 |
| Meadow Creek Wealth Advisors LLC | History | Added to | 11,043 | 728 | 0.47% | 0.47% | 1657 | +45 | 0.41% | Q4 2025 | Jan 28, 2026 |
| Planned Solutions, Inc. | History | Added to | 11,033 | 728 | 0.23% | 0.25% | 1658 | +39 | 0.35% | Q4 2025 | Jan 28, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Reduced | 11,036 | 728 | 0.05% | 0.05% | 1656 | -11 | -0.1% | Q4 2025 | Jan 08, 2026 |
| MOTCO | History | Reduced | 11,023 | 727 | 0.07% | 0.07% | 1660 | -580 | -5.0% | Q4 2025 | Feb 06, 2026 |
| Rakuten Investment Management, Inc. | History | No change | 11,165 | 727 | 0.0% | 0.0% | 1661 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Bragg Financial Advisors, Inc | History | Reduced | 10,991 | 725 | 0.02% | 0.02% | 1662 | -58 | -0.52% | Q4 2025 | Feb 13, 2026 |
| Qube Research & Technologies Ltd | History | New | 10,984 | 724 | 0.0% | — | 1663 | +10,984 | New | Q4 2025 | Feb 17, 2026 |
| Onyx Bridge Wealth Group LLC | History | Added to | 10,979 | 724 | 0.08% | 0.07% | 1664 | +972 | 9.71% | Q4 2025 | Feb 18, 2026 |
| Legacy Financial Group LLC | History | Reduced | 10,369 | 724 | 0.09% | 0.09% | 1665 | -227 | -2.14% | Q4 2025 | Feb 05, 2026 |
| American State Bank (Iowa) | History | Reduced | 10,984 | 724 | 0.35% | 0.37% | 1666 | -150 | -1.35% | Q4 2025 | Apr 14, 2026 |
| EIGHT 31 FINANCIAL, LLC | History | Added to | 10,940 | 722 | 0.4% | 0.4% | 1667 | +101 | 0.93% | Q4 2025 | Feb 12, 2026 |
| CHILDRESS CAPITAL ADVISORS, LLC | History | Reduced | 10,939 | 721 | 0.12% | 0.13% | 1668 | -142 | -1.28% | Q4 2025 | Jan 26, 2026 |
| OpenArc Corporate Advisory, LLC | History | New | 10,917 | 720 | 0.01% | — | 1669 | +10,917 | New | Q4 2025 | Feb 13, 2026 |
| One Capital Management, LLC | History | Reduced | 10,893 | 718 | 0.02% | 0.04% | 1670 | -6,507 | -37.4% | Q4 2025 | Feb 10, 2026 |
| XTX Topco Ltd | History | Reduced | 10,845 | 715 | 0.02% | 0.05% | 1671 | -4,544 | -29.53% | Q4 2025 | Feb 17, 2026 |
| Truepoint, Inc. | History | Reduced | 10,819 | 714 | 0.02% | 0.02% | 1673 | -246 | -2.22% | Q4 2025 | Feb 11, 2026 |
| ADIRONDACK TRUST CO | History | No change | 10,823 | 714 | 0.23% | 0.24% | 1672 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Narwhal Capital Management | History | No change | 10,805 | 713 | 0.05% | 0.05% | 1674 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| CLG LLC | History | Reduced | 10,800 | 712 | 0.18% | 0.22% | 1675 | -1,325 | -10.93% | Q4 2025 | Jan 15, 2026 |
| SHELTON WEALTH MANAGEMENT, LLC | History | Reduced | 10,782 | 711 | 0.3% | 0.35% | 1679 | -1,007 | -8.54% | Q4 2025 | Jan 26, 2026 |
| Jefferies Financial Group Inc. | History | Reduced | 10,786 | 711 | 0.0% | 0.0% | 1676 | -489 | -4.34% | Q4 2025 | Feb 09, 2026 |
| Oakwell Private Wealth Management, LLC | History | Reduced | 10,784 | 711 | 0.13% | 0.14% | 1678 | -236 | -2.14% | Q4 2025 | Jan 30, 2026 |
| Olde Wealth Management, LLC | History | No change | 10,776 | 711 | 0.22% | 0.22% | 1677 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Keystone Financial Services, LLC | History | Added to | 10,736 | 708 | 0.48% | 0.49% | 1680 | +2 | 0.02% | Q4 2025 | Jan 27, 2026 |
| SIGNATUREFD, LLC | History | Added to | 10,721 | 707 | 0.01% | 0.01% | 1681 | +919 | 9.38% | Q4 2025 | Jan 20, 2026 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | History | Reduced | 10,697 | 706 | 0.2% | 0.25% | 1682 | -2,165 | -16.83% | Q4 2025 | Feb 04, 2026 |
| Legacy Bridge, LLC | History | Added to | 10,693 | 705 | 0.29% | 0.28% | 1683 | +430 | 4.19% | Q4 2025 | Jan 23, 2026 |
| NWK Group, Inc. | History | Reduced | 10,641 | 702 | 0.24% | 0.27% | 1684 | -1,671 | -13.57% | Q4 2025 | Feb 09, 2026 |
| FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | History | Added to | 10,624 | 701 | 0.13% | 0.11% | 1685 | +1,785 | 20.19% | Q4 2025 | Jan 29, 2026 |
| HOWARD WEALTH MANAGEMENT, LLC | History | Added to | 10,621 | 701 | 0.31% | 0.31% | 1686 | +332 | 3.23% | Q4 2025 | Jan 29, 2026 |
| Marathon Strategic Advisors, LLC | History | Reduced | 10,621 | 700 | 0.53% | 0.56% | 1687 | -170 | -1.58% | Q4 2025 | Feb 11, 2026 |
| Carl P. Sherr & Co., LLC | History | Reduced | 10,189 | 699 | 0.31% | 0.32% | 1688 | -189 | -1.82% | Q4 2025 | Feb 09, 2026 |
| WEALTHGARDEN F.S. LLC | History | No change | 10,034 | 698 | 0.46% | 0.47% | 1689 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 10,567 | 697 | 0.09% | — | 1692 | +10,567 | New | Q4 2025 | Feb 09, 2026 |
| True Link Financial Advisors, LLC | History | Added to | 10,572 | 697 | 0.04% | 0.03% | 1691 | +3,190 | 43.21% | Q4 2025 | Jan 29, 2026 |
| HHM Wealth Advisors, LLC | History | Reduced | 10,570 | 697 | 0.08% | 0.08% | 1690 | -50 | -0.47% | Q4 2025 | Jan 22, 2026 |
| GRAYBILL WEALTH MANAGEMENT, LTD. | History | Added to | 10,547 | 696 | 0.21% | 0.2% | 1693 | +494 | 4.91% | Q4 2025 | Feb 13, 2026 |
| New Insight Wealth Advisors | History | Reduced | 10,531 | 695 | 0.25% | 0.27% | 1694 | -459 | -4.18% | Q4 2025 | Feb 17, 2026 |
| Downshift Financial, LLC | History | New | 9,977 | 692 | 0.43% | — | 1696 | +9,977 | New | Q4 2025 | Mar 11, 2026 |
| DAGCO, INC. | History | No change | 10,488 | 692 | 0.16% | 0.17% | 1695 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | Reduced | 10,440 | 689 | 0.06% | 0.06% | 1698 | -475 | -4.35% | Q4 2025 | Feb 03, 2026 |
| Oak Asset Management, LLC | History | Added to | 10,448 | 689 | 0.23% | 0.23% | 1697 | +143 | 1.39% | Q4 2025 | Jan 14, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | New | 10,430 | 688 | 0.11% | — | 1699 | +10,430 | New | Q4 2025 | Feb 18, 2026 |
| Meadowbrook Advisors Group, LLC | History | New | 10,403 | 686 | 0.38% | — | 1701 | +10,403 | New | Q4 2025 | Mar 11, 2026 |
| Balboa Wealth Partners | History | Added to | 10,396 | 686 | 0.11% | 0.12% | 1700 | +32 | 0.31% | Q4 2025 | Jan 16, 2026 |
| OneAscent Financial Services LLC | History | New | 10,371 | 684 | 0.06% | — | 1702 | +10,371 | New | Q4 2025 | Feb 11, 2026 |
| Eldridge Investment Advisors, Inc. | History | Reduced | 10,361 | 683 | 0.15% | 0.17% | 1703 | -1,397 | -11.88% | Q4 2025 | Feb 11, 2026 |
| Pandora Wealth, Inc. | History | No change | 10,353 | 683 | 0.42% | 0.41% | 1704 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Pearl Planning LLC | History | New | 10,322 | 681 | 0.42% | — | 1706 | +10,322 | New | Q4 2025 | Feb 03, 2026 |
| Wallace Advisory Group, LLC | History | Added to | 10,330 | 681 | 0.71% | 0.51% | 1705 | +104 | 1.02% | Q4 2025 | Jan 23, 2026 |
| Asset Allocation & Management Company, LLC | History | Reduced | 10,295 | 679 | 0.27% | 0.36% | 1707 | -2,759 | -21.14% | Q4 2025 | Jan 12, 2026 |
| Sterling Investment Advisors, Ltd. | History | Added to | 10,295 | 679 | 0.13% | 0.11% | 1708 | +1,540 | 17.59% | Q4 2025 | Feb 09, 2026 |
| FourThought Financial Partners, LLC | History | No change | 10,291 | 679 | 0.06% | 0.06% | 1709 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| HUB Investment Partners, LLC | History | Added to | 10,265 | 677 | 0.02% | 0.02% | 1710 | +2,959 | 40.5% | Q4 2025 | Feb 17, 2026 |
| PGIM Custom Harvest LLC | History | Reduced | 10,251 | 676 | 0.01% | 0.01% | 1711 | -847 | -7.63% | Q4 2025 | Feb 17, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Added to | 10,231 | 675 | 0.08% | 0.07% | 1712 | +1,000 | 10.83% | Q4 2025 | Jan 09, 2026 |
| Tyche Wealth Partners LLC | History | Reduced | 10,215 | 674 | 0.11% | 0.12% | 1713 | -351 | -3.32% | Q4 2025 | Jan 23, 2026 |
| Hyposwiss Advisors SA | History | New | 10,210 | 673 | 0.66% | — | 1715 | +10,210 | New | Q4 2025 | Feb 17, 2026 |
| Powerhouse Assets LLC | History | New | 10,198 | 673 | 0.59% | — | 1714 | +10,198 | New | Q4 2025 | Jan 15, 2026 |
| Segment Wealth Management, LLC | History | Added to | 10,185 | 672 | 0.04% | 0.02% | 1716 | +4,965 | 95.11% | Q4 2025 | Jan 29, 2026 |
| Daybright Advisory Services, Inc. | History | New | 10,137 | 669 | 0.18% | — | 1717 | +10,137 | New | Q4 2025 | Feb 12, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Reduced | 10,125 | 668 | 0.02% | 0.02% | 1718 | -41 | -0.4% | Q4 2025 | Feb 13, 2026 |
| CapWealth Advisors, LLC | History | Added to | 10,096 | 666 | 0.05% | 0.03% | 1719 | +2,426 | 31.63% | Q4 2025 | Feb 06, 2026 |
| Arvest Bank Trust Division | History | Reduced | 10,058 | 663 | 0.04% | 0.06% | 1721 | -5,388 | -34.88% | Q4 2025 | Feb 09, 2026 |
| Falcon Wealth Planning | History | Added to | 10,046 | 663 | 0.06% | 0.06% | 1722 | +313 | 3.22% | Q4 2025 | Feb 03, 2026 |
| GUYASUTA INVESTMENT ADVISORS INC | History | Added to | 10,050 | 663 | 0.04% | 0.04% | 1720 | +185 | 1.88% | Q4 2025 | Jan 23, 2026 |
| Gen-Wealth Partners Inc | History | Added to | 10,036 | 662 | 0.21% | 0.22% | 1723 | +206 | 2.1% | Q4 2025 | Feb 13, 2026 |
| Indiana Trust & Investment Management Co | History | Reduced | 10,003 | 660 | 0.19% | 0.2% | 1725 | -15 | -0.15% | Q4 2025 | Jan 21, 2026 |
| FISHMAN JAY A LTD/MI | History | No change | 10,000 | 660 | 0.05% | 0.06% | 1724 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Burk Holdings LLC | History | New | 9,985 | 659 | 0.31% | — | 1726 | +9,985 | New | Q4 2025 | Feb 12, 2026 |
| MERIDIAN INVESTMENT COUNSEL INC. | History | Added to | 9,966 | 657 | 0.16% | 0.15% | 1727 | +651 | 6.99% | Q4 2025 | Jan 20, 2026 |
| Elk River Wealth Management LLC | History | Reduced | 9,952 | 656 | 0.11% | 0.11% | 1728 | -552 | -5.26% | Q4 2025 | Feb 06, 2026 |
| American Money Management, LLC | History | Reduced | 9,936 | 655 | 0.1% | 0.11% | 1729 | -211 | -2.08% | Q4 2025 | Feb 10, 2026 |
| Farmers National Bank | History | New | 9,915 | 654 | 0.15% | — | 1730 | +9,915 | New | Q4 2025 | Mar 12, 2026 |
| Private Wealth Partners, LLC | History | No change | 9,898 | 653 | 0.05% | 0.05% | 1731 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Bay Capital Advisors, LLC | History | Reduced | 9,888 | 652 | 0.4% | 0.42% | 1734 | -99 | -0.99% | Q4 2025 | Jan 16, 2026 |
| Opus Capital Group, LLC | History | Reduced | 9,872 | 652 | 0.07% | 0.07% | 1732 | -30 | -0.3% | Q4 2025 | Jan 30, 2026 |
| Aviance Capital Partners, LLC | History | No change | 9,885 | 652 | 0.08% | 0.08% | 1733 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Graetz Wealth LLC | History | New | 9,871 | 651 | 0.59% | — | 1736 | +9,871 | New | Q4 2025 | Feb 12, 2026 |
| Bath Savings Trust Co | History | Added to | 9,873 | 651 | 0.06% | 0.06% | 1735 | +175 | 1.8% | Q4 2025 | Jan 12, 2026 |
| Ruggaard & Associates LLC | History | Reduced | 9,854 | 650 | 0.26% | 0.4% | 1737 | -6,713 | -40.52% | Q4 2025 | Feb 20, 2026 |
| Aspen Investment Management Inc | History | Reduced | 9,834 | 649 | 0.2% | 0.25% | 1738 | -137 | -1.37% | Q4 2025 | Feb 06, 2026 |
| Edgestream Partners, L.P. | History | New | 9,830 | 648 | 0.02% | — | 1739 | +9,830 | New | Q4 2025 | Feb 13, 2026 |
| United Advisor Group, LLC | History | Reduced | 9,815 | 647 | 0.08% | 0.09% | 1740 | -674 | -6.43% | Q4 2025 | Jan 26, 2026 |
| Northstar Financial Companies, Inc. | History | New | 9,794 | 646 | 0.51% | — | 1742 | +9,794 | New | Q4 2025 | Feb 09, 2026 |
| M3 Wealth Management, LLC | History | New | 9,794 | 646 | 0.51% | — | 1743 | +9,794 | New | Q4 2025 | Feb 09, 2026 |
| Richmond Investment Services, LLC | History | Reduced | 9,791 | 646 | 0.11% | 0.13% | 1741 | -1,110 | -10.18% | Q4 2025 | Feb 12, 2026 |
| DF DENT & CO INC | History | New | 9,750 | 643 | 0.01% | — | 1744 | +9,750 | New | Q4 2025 | Feb 17, 2026 |
| DAVIDSON INVESTMENT ADVISORS | History | Reduced | 9,747 | 643 | 0.03% | 0.05% | 1745 | -7,972 | -44.99% | Q4 2025 | Jan 27, 2026 |
| DDD Partners, LLC | History | Added to | 9,738 | 642 | 0.04% | 0.04% | 1746 | +948 | 10.78% | Q4 2025 | Jan 22, 2026 |
| Horizons Wealth Management | History | No change | 9,684 | 639 | 0.42% | 0.43% | 1747 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| CVFG LLC | History | Added to | 9,654 | 637 | 0.44% | 0.45% | 1748 | +197 | 2.08% | Q4 2025 | Feb 06, 2026 |
| Ballast, Inc. | History | Reduced | 9,637 | 636 | 0.15% | 0.16% | 1749 | -211 | -2.14% | Q4 2025 | Feb 03, 2026 |
| Stokes Family Office, LLC | History | Added to | 9,623 | 635 | 0.06% | 0.05% | 1750 | +1,645 | 20.62% | Q4 2025 | Feb 18, 2026 |
| Coastline Complete Wealth LLC | History | New | 9,600 | 633 | 0.4% | — | 1752 | +9,600 | New | Q4 2025 | Feb 24, 2026 |
| TCI Wealth Advisors, Inc. | History | Added to | 9,604 | 633 | 0.03% | 0.04% | 1751 | +260 | 2.78% | Q4 2025 | Feb 02, 2026 |
| EQ LLC | History | Reduced | 9,568 | 631 | 0.18% | 0.22% | 1753 | -192 | -1.97% | Q4 2025 | Feb 10, 2026 |
| Prasad Wealth Partners, LLC | History | Added to | 9,553 | 630 | 0.17% | 0.17% | 1754 | +297 | 3.21% | Q4 2025 | Jan 27, 2026 |
| Colter Lewis Investment Partners LLC | History | New | 9,545 | 629 | 0.73% | — | 1755 | +9,545 | New | Q4 2025 | Feb 17, 2026 |
| Diversified Enterprises, LLC | History | Reduced | 9,479 | 625 | 0.04% | 0.05% | 1756 | -988 | -9.44% | Q4 2025 | Jan 28, 2026 |
| Athena Investment Management | History | Reduced | 9,457 | 624 | 0.32% | 0.33% | 1758 | -184 | -1.91% | Q4 2025 | Feb 12, 2026 |
| WHALEROCK POINT PARTNERS, LLC | History | Reduced | 9,463 | 624 | 0.12% | 0.13% | 1757 | -91 | -0.95% | Q4 2025 | Feb 13, 2026 |
| Old North State Trust, LLC | History | New | 9,443 | 623 | 0.37% | — | 1759 | +9,443 | New | Q4 2025 | Mar 24, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | New | 9,436 | 622 | 0.08% | — | 1760 | +9,436 | New | Q4 2025 | Jan 27, 2026 |
| Asempa Wealth Advisors | History | New | 9,415 | 621 | 0.53% | — | 1764 | +9,415 | New | Q4 2025 | Jan 08, 2026 |
| Aerodigm Wealth, LLC | History | New | 9,413 | 621 | 0.22% | — | 1763 | +9,413 | New | Q4 2025 | Feb 06, 2026 |
| Sound Income Strategies, LLC | History | Added to | 8,876 | 621 | 0.03% | 0.02% | 1762 | +2,516 | 39.56% | Q4 2025 | Jan 21, 2026 |
| ROMANO BROTHERS AND COMPANY | History | Reduced | 9,417 | 621 | 0.07% | 0.07% | 1761 | -550 | -5.52% | Q4 2025 | Jan 14, 2026 |
| Alpha Cubed Investments, LLC | History | Added to | 9,365 | 618 | 0.02% | 0.01% | 1765 | +3,925 | 72.15% | Q4 2025 | Feb 03, 2026 |
| Burton Enright Welch | History | Added to | 9,335 | 616 | 0.09% | 0.08% | 1766 | +735 | 8.55% | Q4 2025 | Feb 13, 2026 |
| Maridea Wealth Management LLC | History | Reduced | 9,311 | 614 | 0.09% | 0.27% | 1768 | -17,517 | -65.29% | Q4 2025 | Jan 08, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Reduced | 8,565 | 614 | 0.18% | 0.19% | 1767 | -40 | -0.46% | Q4 2025 | Feb 10, 2026 |
| Wick Capital Partners, LLC | History | Reduced | 9,271 | 611 | 0.11% | 0.15% | 1769 | -547 | -5.57% | Q4 2025 | Mar 02, 2026 |
| TME FINANCIAL, INC. | History | Reduced | 9,255 | 610 | 0.43% | 0.49% | 1771 | -716 | -7.18% | Q4 2025 | Jan 27, 2026 |
| LAM GROUP, INC. | History | No change | 9,250 | 610 | 0.35% | 0.37% | 1770 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Heritage Trust Co | History | Added to | 9,228 | 609 | 0.06% | 0.05% | 1772 | +1,920 | 26.27% | Q4 2025 | Feb 10, 2026 |
| OneAscent Family Office, LLC | History | Added to | 9,226 | 608 | 0.41% | 0.49% | 1773 | +36 | 0.39% | Q4 2025 | Feb 11, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Added to | 9,203 | 607 | 0.2% | 0.37% | 1775 | +140 | 1.54% | Q4 2025 | Jan 22, 2026 |
| McLean Asset Management Corp | History | Added to | 8,749 | 607 | 0.11% | 0.12% | 1774 | +1 | 0.01% | Q4 2025 | Jan 16, 2026 |
| Running Point Capital Advisors, LLC | History | No change | 9,185 | 606 | 0.17% | 0.16% | 1776 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Koss-Olinger Consulting, LLC | History | Reduced | 9,171 | 605 | 0.05% | 0.06% | 1778 | -1,846 | -16.76% | Q4 2025 | Feb 10, 2026 |
| Quartz Partners, LLC | History | Added to | 9,181 | 605 | 0.23% | 0.18% | 1777 | +1,581 | 20.8% | Q4 2025 | Feb 13, 2026 |
| Goodman Financial Corp | History | No change | 9,165 | 604 | 0.11% | 0.12% | 1779 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Trek Financial, LLC | History | Added to | 9,145 | 603 | 0.03% | 0.03% | 1780 | +2,127 | 30.31% | Q4 2025 | Feb 04, 2026 |
| LVW Advisors, LLC | History | Reduced | 9,136 | 602 | 0.06% | 0.07% | 1782 | -1,045 | -10.26% | Q4 2025 | Jan 14, 2026 |
| PATTON ALBERTSON MILLER GROUP, LLC | History | Added to | 9,135 | 602 | 0.07% | 0.07% | 1781 | +205 | 2.3% | Q4 2025 | Feb 03, 2026 |
| ALBION FINANCIAL GROUP /UT | History | Reduced | 9,097 | 600 | 0.04% | 0.04% | 1783 | -32 | -0.35% | Q4 2025 | Jan 21, 2026 |
| Eagle Strategies LLC | History | Added to | 9,070 | 598 | 0.08% | 0.08% | 1784 | +316 | 3.61% | Q4 2025 | Jan 23, 2026 |
| Lazard Freres Gestion S.A.S. | History | No change | 9,050 | 597 | 0.01% | 0.01% | 1785 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Canandaigua National Trust Co of Florida | History | No change | 9,045 | 596 | 0.37% | 0.47% | 1786 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Paladin Advisory Group, LLC | History | Reduced | 9,008 | 594 | 0.43% | 0.47% | 1787 | -145 | -1.58% | Q4 2025 | Jan 21, 2026 |
| MRWM Advisors, LLC | History | No change | 8,997 | 593 | 0.32% | 0.33% | 1788 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| City State Bank | History | Added to | 8,970 | 592 | 0.16% | 0.16% | 1791 | +395 | 4.61% | Q4 2025 | Jan 28, 2026 |
| HOWARD FINANCIAL SERVICES, LTD. | History | Added to | 8,974 | 592 | 0.07% | 0.07% | 1789 | +22 | 0.25% | Q4 2025 | Jan 12, 2026 |
| Pacifica Partners Inc. | History | Added to | 8,848 | 592 | 0.26% | 0.21% | 1790 | +1 | 0.01% | Q4 2025 | Jan 09, 2026 |
| ALLSTATE CORP | History | No change | 8,950 | 590 | 0.01% | 0.01% | 1792 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| SIERRA SUMMIT ADVISORS LLC | History | No change | 8,950 | 590 | 0.09% | 0.09% | 1793 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| DB&C Advisors, LLC | History | New | 8,936 | 589 | 0.74% | — | 1796 | +8,936 | New | Q4 2025 | Feb 11, 2026 |
| Inspire Advisors, LLC | History | Added to | 8,938 | 589 | 0.05% | 0.05% | 1795 | +412 | 4.83% | Q4 2025 | Feb 13, 2026 |
| Peachtree Investment Partners, LLC | History | Reduced | 8,928 | 589 | 0.2% | 0.2% | 1794 | -15 | -0.17% | Q4 2025 | Feb 11, 2026 |
| Strategic Financial Concepts, LLC | History | New | 8,923 | 588 | 0.54% | — | 1797 | +8,923 | New | Q4 2025 | Feb 09, 2026 |
| Zullo Investment Group, Inc. | History | Added to | 8,820 | 582 | 0.21% | 0.21% | 1799 | +1 | 0.01% | Q4 2025 | Jan 26, 2026 |
| Prosperity Planning, Inc. | History | No change | 8,819 | 582 | 0.15% | 0.16% | 1798 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Insight Inv LLC | History | Added to | 8,800 | 580 | 0.33% | 0.32% | 1800 | +410 | 4.89% | Q4 2025 | Feb 06, 2026 |
| JUNCTURE WEALTH STRATEGIES, LLC | History | Reduced | 8,786 | 579 | 0.19% | 0.19% | 1801 | -40 | -0.45% | Q4 2025 | Jan 27, 2026 |
| Red Door Wealth Management, LLC | History | Added to | 8,715 | 575 | 0.06% | 0.06% | 1802 | +33 | 0.38% | Q4 2025 | Jan 20, 2026 |
| Grant Street Asset Management, Inc. | History | Added to | 8,667 | 572 | 0.12% | 0.12% | 1803 | +35 | 0.41% | Q4 2025 | Jan 28, 2026 |
| Mowery & Schoenfeld Wealth Management, LLC | History | Added to | 8,643 | 570 | 0.83% | 0.71% | 1804 | +2,343 | 37.19% | Q4 2025 | Jan 28, 2026 |
| Syntegra Private Wealth Group, LLC | History | No change | 8,636 | 569 | 0.05% | 0.05% | 1805 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| TMB Capital Partners, LLC | History | New | 8,606 | 567 | 0.19% | — | 1806 | +8,606 | New | Q4 2025 | Feb 19, 2026 |
| Northwest Capital Management Inc | History | Reduced | 8,568 | 565 | 2.45% | 0.6% | 1807 | -240 | -2.72% | Q4 2025 | Jan 26, 2026 |
| TRANSATLANTIQUE PRIVATE WEALTH LLC | History | Reduced | 8,573 | 565 | 0.18% | 0.18% | 1808 | -34 | -0.4% | Q4 2025 | Feb 10, 2026 |
| Exit Wealth Advisors, LLC. | History | Reduced | 8,555 | 564 | 0.33% | 0.39% | 1810 | -388 | -4.34% | Q4 2025 | Feb 10, 2026 |
| Strathmore Capital Advisors, Inc. | History | Added to | 8,549 | 564 | 0.18% | 0.23% | 1809 | +108 | 1.28% | Q4 2025 | Feb 13, 2026 |
| NORTHSTAR ASSET MANAGEMENT Co | History | No change | 8,525 | 562 | 0.12% | 0.12% | 1811 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Melone Private Wealth, LLC | History | Reduced | 8,511 | 561 | 0.24% | 0.31% | 1812 | -1,821 | -17.62% | Q4 2025 | Jan 07, 2026 |
| Financial Futures Ltd Liability Co. | History | Reduced | 8,508 | 561 | 0.26% | 0.27% | 1813 | -8 | -0.09% | Q4 2025 | Jan 23, 2026 |
| Hummer Financial Advisory Services Inc | History | No change | 8,460 | 558 | 0.39% | 0.4% | 1814 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Code Waechter LLC | History | No change | 8,455 | 558 | 0.36% | 0.36% | 1815 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Integrated Investment Consultants, LLC | History | Reduced | 8,451 | 557 | 0.11% | 0.19% | 1816 | -8,326 | -49.63% | Q4 2025 | Mar 03, 2026 |
| Stone House Investment Management, LLC | History | Reduced | 8,422 | 555 | 0.09% | 0.09% | 1817 | -6 | -0.07% | Q4 2025 | Jan 21, 2026 |
| marrick wealth, LLC | History | New | 8,403 | 554 | 0.45% | — | 1819 | +8,403 | New | Q4 2025 | Feb 13, 2026 |
| SAGE RHINO CAPITAL LLC | History | No change | 8,400 | 554 | 0.1% | 0.11% | 1818 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Gilman Hill Asset Management, LLC | History | Added to | 8,350 | 551 | 0.09% | 0.05% | 1820 | +3,000 | 56.07% | Q4 2025 | Jan 12, 2026 |
| Fort Sheridan Advisors LLC | History | No change | 8,354 | 551 | 0.07% | 0.07% | 1821 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Roundview Capital LLC | History | Added to | 8,348 | 550 | 0.03% | 0.03% | 1822 | +220 | 2.71% | Q4 2025 | Feb 09, 2026 |
| Chicago Capital, LLC | History | Added to | 8,335 | 550 | 0.01% | 0.01% | 1823 | +29 | 0.35% | Q4 2025 | Jan 26, 2026 |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | History | New | 7,667 | 549 | 0.08% | — | 1824 | +7,667 | New | Q4 2025 | Feb 11, 2026 |
| Andrews Advisory Associates, LLC | History | New | 8,305 | 548 | 0.29% | — | 1825 | +8,305 | New | Q4 2025 | Feb 18, 2026 |
| Wealth Quarterback LLC | History | Reduced | 8,259 | 545 | 0.2% | 0.24% | 1826 | -1,452 | -14.95% | Q4 2025 | Jan 15, 2026 |
| Gilbert Capital Group, Inc. | History | Reduced | 8,270 | 545 | 0.41% | 0.45% | 1828 | -620 | -6.97% | Q4 2025 | Jan 23, 2026 |
| NWF Advisory Services Inc. | History | Added to | 8,267 | 545 | 0.06% | 0.06% | 1829 | +420 | 5.35% | Q4 2025 | Mar 03, 2026 |
| MELFA WEALTH MANAGEMENT, INC. | History | Added to | 8,270 | 545 | 0.31% | 0.32% | 1827 | +22 | 0.27% | Q4 2025 | Jan 16, 2026 |
| MITCHELL CAPITAL MANAGEMENT CO | History | Reduced | 8,254 | 544 | 0.1% | 0.09% | 1830 | -222 | -2.62% | Q4 2025 | Feb 10, 2026 |
| Sandhill Capital Partners LLC | History | Added to | 8,235 | 543 | 0.04% | 0.04% | 1831 | +78 | 0.96% | Q4 2025 | Feb 12, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Reduced | 8,195 | 540 | 0.06% | 0.07% | 1832 | -498 | -5.73% | Q4 2025 | Jan 14, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 8,180 | 539 | 0.0% | 0.0% | 1833 | -1,486 | -15.37% | Q4 2025 | Feb 13, 2026 |
| Carson Advisory Inc. | History | Reduced | 8,182 | 539 | 0.28% | 0.29% | 1834 | -24 | -0.29% | Q4 2025 | Feb 12, 2026 |
| William Howard & Co Financial Advisors Inc | History | Added to | 8,166 | 538 | 0.45% | 0.45% | 1835 | +16 | 0.2% | Q4 2025 | Jan 21, 2026 |
| CFM WEALTH PARTNERS LLC | History | No change | 8,139 | 537 | 0.08% | 0.08% | 1836 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| ARWA LLC | History | New | 8,130 | 536 | 0.31% | — | 1840 | +8,130 | New | Q4 2025 | Feb 27, 2026 |
| Intelligence Driven Advisers, LLC | History | Reduced | 8,125 | 536 | 0.08% | 0.07% | 1837 | -115 | -1.4% | Q4 2025 | Jan 23, 2026 |
| PANORAMIC INVESTMENT ADVISORS, LLC | History | Added to | 8,129 | 536 | 0.29% | 0.3% | 1838 | +1 | 0.01% | Q4 2025 | Feb 05, 2026 |
| Collar Capital Management, LLC | History | No change | 8,125 | 536 | 0.36% | 0.37% | 1839 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Legacy Wealth Partners, LLC | History | New | 8,119 | 535 | 0.14% | — | 1842 | +8,119 | New | Q4 2025 | Feb 17, 2026 |
| Lewis Asset Management, LLC | History | Reduced | 8,113 | 535 | 0.22% | 0.22% | 1841 | -244 | -2.92% | Q4 2025 | Jan 15, 2026 |
| JAMISON PRIVATE WEALTH MANAGEMENT, INC. | History | Added to | 8,101 | 534 | 0.06% | 0.06% | 1843 | +513 | 6.76% | Q4 2025 | Jan 15, 2026 |
| Blue Edge Capital, LLC | History | Added to | 8,085 | 533 | 0.07% | 0.04% | 1844 | +3,420 | 73.31% | Q4 2025 | Feb 12, 2026 |
| LAWOOD & CO | History | New | 8,070 | 532 | 0.5% | — | 1846 | +8,070 | New | Q4 2025 | Feb 05, 2026 |
| JGP Wealth Management, LLC | History | Added to | 8,072 | 532 | 0.06% | 0.05% | 1845 | +1,143 | 16.5% | Q4 2025 | Jan 12, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Reduced | 8,059 | 531 | 0.07% | 0.08% | 1847 | -815 | -9.18% | Q4 2025 | Jan 15, 2026 |
| Strategic Financial Partners, Ltd. | History | Reduced | 8,046 | 531 | 0.23% | 0.24% | 1848 | -69 | -0.85% | Q4 2025 | Feb 11, 2026 |
| Adaptive Financial Consulting, LLC | History | Reduced | 8,008 | 528 | 0.21% | 0.21% | 1851 | -233 | -2.83% | Q4 2025 | Feb 11, 2026 |
| AUGUSTINE ASSET MANAGEMENT INC | History | No change | 8,010 | 528 | 0.11% | 0.11% | 1849 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Haverford Financial Services, Inc. | History | No change | 8,000 | 528 | 0.15% | 0.15% | 1850 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Ameliora Wealth Management Ltd. | History | Reduced | 7,982 | 526 | 0.16% | 0.33% | 1854 | -7,027 | -46.82% | Q4 2025 | Jan 21, 2026 |
| McIlrath & Eck, LLC | History | Added to | 7,970 | 526 | 0.05% | 0.05% | 1852 | +155 | 1.98% | Q4 2025 | Feb 03, 2026 |
| Martin Capital Advisors, LLP | History | No change | 7,975 | 526 | 0.31% | 0.31% | 1853 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | Reduced | 7,529 | 521 | 0.04% | 0.06% | 1855 | -4,776 | -38.81% | Q4 2025 | Feb 13, 2026 |
| Radnor Capital Management, LLC | History | Added to | 7,854 | 518 | 0.08% | 0.07% | 1856 | +1,256 | 19.04% | Q4 2025 | Feb 06, 2026 |
| Liberty Capital Management, Inc. | History | New | 7,833 | 516 | 0.1% | — | 1857 | +7,833 | New | Q4 2025 | Jan 26, 2026 |
| JB Capital LLC | History | Added to | 7,824 | 516 | 0.02% | 0.02% | 1858 | +844 | 12.09% | Q4 2025 | Jan 20, 2026 |
| SP Asset Management LLC | History | Added to | 7,827 | 516 | 0.04% | 0.04% | 1859 | +14 | 0.18% | Q4 2025 | Jan 28, 2026 |
| Piedmont Capital Management, LLC/NC | History | New | 7,758 | 512 | 0.34% | — | 1861 | +7,758 | New | Q4 2025 | Feb 13, 2026 |
| Brady Martz Wealth Solutions, LLC | History | Added to | 7,769 | 512 | 0.09% | 0.05% | 1860 | +3,350 | 75.81% | Q4 2025 | Jan 15, 2026 |
| Drexel Morgan & Co. | History | No change | 7,755 | 511 | 0.08% | 0.08% | 1862 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Global Financial Private Client, LLC | History | No change | 7,749 | 511 | 0.18% | 0.18% | 1863 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| CUTLER INVESTMENT COUNSEL LLC | History | No change | 7,708 | 508 | 0.05% | 0.05% | 1864 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Aurora Private Wealth, Inc. | History | New | 7,661 | 506 | 0.33% | — | 1865 | +7,661 | New | Q4 2025 | Feb 02, 2026 |
| Relyea Zuckerberg Hanson LLC | History | No change | 7,659 | 505 | 0.05% | 0.05% | 1866 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| EVERETT HARRIS & CO /CA/ | History | No change | 7,650 | 504 | 0.01% | 0.01% | 1867 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Cynosure Group, LLC | History | Reduced | 7,635 | 503 | 0.05% | 0.08% | 1868 | -3,647 | -32.33% | Q4 2025 | Feb 17, 2026 |
| Excelsior Advisor Network LLC | History | New | 7,616 | 502 | 0.24% | — | 1870 | +7,616 | New | Q4 2025 | Feb 13, 2026 |
| Wealth Management Associates, Inc. | History | Reduced | 7,611 | 502 | 0.17% | 0.18% | 1869 | -25 | -0.33% | Q4 2025 | Jan 20, 2026 |
| HOHIMER WEALTH MANAGEMENT, LLC | History | Added to | 7,602 | 501 | 0.07% | 0.07% | 1871 | +31 | 0.41% | Q4 2025 | Feb 12, 2026 |
| SEVEN MILE ADVISORY | History | Reduced | 7,540 | 497 | 0.09% | 0.09% | 1874 | -738 | -8.92% | Q4 2025 | Feb 13, 2026 |
| Bill Few Associates, Inc. | History | Reduced | 7,536 | 497 | 0.12% | 0.13% | 1873 | -45 | -0.59% | Q4 2025 | Jan 12, 2026 |
| Austin Private Wealth, LLC | History | No change | 7,537 | 497 | 0.04% | 0.04% | 1872 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Uniting Wealth Partners, LLC | History | Reduced | 7,529 | 496 | 0.15% | 0.18% | 1875 | -4,131 | -35.43% | Q4 2025 | Feb 13, 2026 |
| Facet Wealth, Inc. | History | Added to | 7,131 | 495 | 0.01% | 0.01% | 1876 | +488 | 7.35% | Q4 2025 | Jan 29, 2026 |
| Financial Planning Hawaii, Inc. | History | New | 7,488 | 494 | 0.28% | — | 1878 | +7,488 | New | Q4 2025 | Jan 15, 2026 |
| WealthCare Investment Partners, LLC | History | Added to | 7,398 | 494 | 0.14% | 0.16% | 1877 | +77 | 1.05% | Q4 2025 | Jan 06, 2026 |
| Global Strategic Investment Solutions, LLC | History | Reduced | 7,442 | 491 | 0.05% | 0.05% | 1879 | -323 | -4.16% | Q4 2025 | Jan 29, 2026 |
| Southland Equity Partners LLC | History | Reduced | 7,413 | 489 | 0.1% | 0.1% | 1880 | -379 | -4.86% | Q4 2025 | Jan 14, 2026 |
| Oxinas Partners, LLC | History | Reduced | 7,394 | 488 | 0.23% | 0.27% | 1881 | -211 | -2.77% | Q4 2025 | Jan 26, 2026 |
| Brookwood Investment Group LLC | History | Reduced | 7,385 | 487 | 0.06% | 0.06% | 1882 | -220 | -2.89% | Q4 2025 | Jan 22, 2026 |
| Live Oak Private Wealth LLC | History | Added to | 7,360 | 485 | 0.07% | 0.07% | 1884 | +5 | 0.07% | Q4 2025 | Jan 23, 2026 |
| WEALTHCARE CAPITAL MANAGEMENT LLC | History | Added to | 7,352 | 485 | 0.05% | 0.05% | 1883 | +4 | 0.05% | Q4 2025 | Jan 20, 2026 |
| Mason Investment Advisory Services, Inc. | History | Added to | 7,318 | 482 | 0.02% | 0.02% | 1885 | +3 | 0.04% | Q4 2025 | Feb 12, 2026 |
| Clear Point Advisors Inc. | History | Added to | 7,302 | 481 | 0.37% | 0.36% | 1886 | +278 | 3.96% | Q4 2025 | Feb 10, 2026 |
| Peak Asset Management, LLC | History | No change | 7,275 | 480 | 0.08% | 0.08% | 1887 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| First Financial Bank - Trust Division | History | Added to | 7,234 | 477 | 0.04% | 0.02% | 1888 | +3,701 | 104.76% | Q4 2025 | Jan 02, 2026 |
| Global Wealth Strategies & Associates | History | Reduced | 7,216 | 476 | 0.12% | 0.14% | 1890 | -905 | -11.14% | Q4 2025 | Jan 02, 2026 |
| Smith Salley Wealth Management | History | Reduced | 7,220 | 476 | 0.02% | 0.02% | 1889 | -150 | -2.04% | Q4 2025 | Jan 27, 2026 |
| TrustBank | History | New | 7,210 | 475 | 0.2% | — | 1891 | +7,210 | New | Q4 2025 | Feb 09, 2026 |
| NORDEN GROUP LLC | History | Reduced | 7,191 | 474 | 0.05% | 0.06% | 1894 | -2,169 | -23.17% | Q4 2025 | Jan 13, 2026 |
| MCRAE CAPITAL MANAGEMENT INC | History | Reduced | 7,195 | 474 | 0.1% | 0.12% | 1892 | -2,013 | -21.86% | Q4 2025 | Feb 11, 2026 |
| Financial Perspectives, Inc | History | Added to | 7,187 | 474 | 0.13% | 0.13% | 1895 | +172 | 2.45% | Q4 2025 | Jan 28, 2026 |
| Chancellor Financial Group WB LP | History | Added to | 7,197 | 474 | 0.32% | 0.33% | 1896 | +2 | 0.03% | Q4 2025 | Feb 05, 2026 |
| Bridgewater Advisors Inc. | History | No change | 6,744 | 474 | 0.03% | 0.03% | 1893 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| My Personal CFO, LLC | History | New | 7,155 | 472 | 0.2% | — | 1898 | +7,155 | New | Q4 2025 | Jan 15, 2026 |
| Capital Planning LLC | History | No change | 7,067 | 472 | 0.13% | 0.13% | 1897 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Platform Technology Partners | History | Reduced | 7,136 | 470 | 0.1% | 0.11% | 1899 | -47 | -0.65% | Q4 2025 | Feb 13, 2026 |
| HighRoad Wealth Advisors, LLC | History | New | 7,091 | 468 | 0.45% | — | 1901 | +7,091 | New | Q4 2025 | Jan 27, 2026 |
| Greenhouse Wealth Management, LLC | History | Added to | 7,092 | 468 | 0.28% | 0.28% | 1900 | +33 | 0.47% | Q4 2025 | Jan 21, 2026 |
| Collaborative Wealth Managment Inc. | History | Added to | 7,091 | 467 | 0.16% | 0.18% | 1902 | +378 | 5.63% | Q4 2025 | Feb 09, 2026 |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | History | Added to | 7,062 | 466 | 0.02% | 0.02% | 1903 | +1,172 | 19.9% | Q4 2025 | Jan 27, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | Reduced | 7,064 | 466 | 0.07% | 0.07% | 1904 | -2 | -0.03% | Q4 2025 | Feb 03, 2026 |
| Aries Wealth Management | History | No change | 7,071 | 466 | 0.1% | 0.11% | 1905 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Next Level Wealth Planning, LLC | History | Added to | 7,046 | 465 | 0.25% | 0.26% | 1906 | +75 | 1.08% | Q4 2025 | Jan 26, 2026 |
| Hobbs Group Advisors, LLC | History | Reduced | 7,015 | 463 | 0.14% | 0.18% | 1907 | -2,088 | -22.94% | Q4 2025 | Jan 28, 2026 |
| ARS Investment Partners, LLC | History | Reduced | 7,000 | 462 | 0.03% | 0.04% | 1908 | -1,863 | -21.02% | Q4 2025 | Feb 05, 2026 |
| Successful Portfolios LLC | History | Added to | 6,695 | 462 | 0.24% | 0.24% | 1910 | +470 | 7.55% | Q4 2025 | Jan 23, 2026 |
| Avion Wealth | History | Reduced | 7,009 | 462 | 0.1% | 0.1% | 1911 | -50 | -0.71% | Q4 2025 | Jan 23, 2026 |
| J.Safra Asset Management Corp | History | No change | 7,006 | 462 | 0.02% | 0.03% | 1909 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Mason & Associates Inc | History | No change | 6,988 | 461 | 0.09% | 0.09% | 1912 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| OBSIDIAN CIO, LLC | History | Added to | 6,971 | 460 | 0.68% | 0.06% | 1913 | +525 | 8.14% | Q4 2025 | Feb 18, 2026 |
| High Falls Advisors, Inc | History | Reduced | 6,965 | 459 | 0.09% | 0.11% | 1914 | -1,166 | -14.34% | Q4 2025 | Feb 18, 2026 |
| Prime Buchholz LLC | History | Reduced | 6,950 | 458 | 0.27% | 0.29% | 1915 | -1,106 | -13.73% | Q4 2025 | Feb 11, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Added to | 6,928 | 457 | 0.06% | 0.04% | 1917 | +3,510 | 102.69% | Q4 2025 | Jan 12, 2026 |
| Sovran Advisors, LLC | History | Added to | 6,517 | 457 | 0.04% | 0.03% | 1918 | +1,227 | 23.19% | Q4 2025 | Jan 20, 2026 |
| Indie Asset Partners, LLC | History | Added to | 6,937 | 457 | 0.51% | 0.5% | 1916 | +1,170 | 20.29% | Q4 2025 | Feb 03, 2026 |
| Caitlin John, LLC | History | Added to | 6,913 | 456 | 0.3% | 0.13% | 1920 | +4,111 | 146.72% | Q4 2025 | Feb 18, 2026 |
| Ardent Capital Management, Inc. | History | No change | 6,920 | 456 | 0.18% | 0.19% | 1919 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Dynamic Financial Group | History | No change | 6,917 | 456 | 0.39% | 0.39% | 1921 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Pekin Hardy Strauss, Inc. | History | Added to | 6,908 | 455 | 0.04% | 0.03% | 1922 | +2,891 | 71.97% | Q4 2025 | Jan 30, 2026 |
| BOS Asset Management, LLC | History | No change | 6,899 | 455 | 0.12% | 0.13% | 1923 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| FWG Investments, LLC. | History | Added to | 6,886 | 454 | 0.29% | 0.31% | 1925 | +5 | 0.07% | Q4 2025 | Jan 28, 2026 |
| Meridian Financial Partners LLC | History | No change | 6,468 | 454 | 0.18% | 0.18% | 1924 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| KLINGENSTEIN FIELDS & CO LP | History | New | 6,868 | 453 | 0.02% | — | 1926 | +6,868 | New | Q4 2025 | Feb 13, 2026 |
| SEI INVESTMENTS CO | History | New | 6,852 | 452 | 0.0% | — | 1927 | +6,852 | New | Q4 2025 | Feb 13, 2026 |
| Strategies Wealth Advisors, LLC | History | Reduced | 6,857 | 452 | 0.05% | 0.05% | 1929 | -480 | -6.54% | Q4 2025 | Feb 13, 2026 |
| TI-TRUST, INC | History | No change | 6,860 | 452 | 0.28% | 0.28% | 1928 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Montz Harcus Wealth Management LLC | History | Added to | 6,817 | 449 | 0.18% | 0.19% | 1930 | +27 | 0.4% | Q4 2025 | Jan 22, 2026 |
| Rothschild Capital Partners, LLC | History | Added to | 6,788 | 448 | 0.11% | 0.07% | 1931 | +2,208 | 48.21% | Q4 2025 | Feb 17, 2026 |
| First Bancorp, Inc /ME/ | History | Added to | 6,755 | 445 | 0.24% | 0.21% | 1932 | +630 | 10.29% | Q4 2025 | Jan 26, 2026 |
| Center For Asset Management LLC | History | No change | 6,735 | 444 | 0.23% | 0.23% | 1933 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Breachway Investments LLC | History | New | 6,719 | 443 | 0.47% | — | 1934 | +6,719 | New | Q4 2025 | Jan 27, 2026 |
| Perfromance Wealth Partners, LLC | History | Added to | 6,706 | 442 | 0.01% | 0.01% | 1935 | +446 | 7.12% | Q4 2025 | Jan 21, 2026 |
| SAWGRASS ASSET MANAGEMENT LLC | History | Reduced | 6,688 | 441 | 0.06% | 0.06% | 1936 | -1,278 | -16.04% | Q4 2025 | Feb 09, 2026 |
| DEFINED WEALTH MANAGEMENT, LLC | History | Reduced | 6,686 | 441 | 0.25% | 0.26% | 1937 | -58 | -0.86% | Q4 2025 | Jan 15, 2026 |
| High Probability Advisors, LLC | History | New | 6,671 | 440 | 0.06% | — | 1938 | +6,671 | New | Q4 2025 | Jan 29, 2026 |
| RFP Financial Group LLC | History | Reduced | 6,646 | 438 | 0.21% | 3.36% | 1939 | -125,505 | -94.97% | Q4 2025 | Feb 13, 2026 |
| STALEY CAPITAL ADVISERS INC | History | Added to | 6,620 | 436 | 0.02% | 0.02% | 1940 | +55 | 0.84% | Q4 2025 | Feb 05, 2026 |
| NORTHBRIDGE FINANCIAL GROUP, LLC | History | New | 6,564 | 433 | 0.19% | — | 1942 | +6,564 | New | Q4 2025 | Feb 06, 2026 |
| Johnson Bixby & Associates, LLC | History | Reduced | 6,566 | 433 | 0.05% | 0.07% | 1941 | -2,044 | -23.74% | Q4 2025 | Jan 14, 2026 |
| Claris Financial LLC | History | New | 6,554 | 432 | 0.23% | — | 1943 | +6,554 | New | Q4 2025 | Feb 19, 2026 |
| Asset Dedication, LLC | History | Added to | 6,537 | 431 | 0.03% | 0.03% | 1944 | +790 | 13.75% | Q4 2025 | Jan 26, 2026 |
| Advisor OS, LLC | History | Added to | 6,542 | 431 | 0.03% | 0.03% | 1945 | +409 | 6.67% | Q4 2025 | Feb 04, 2026 |
| McElhenny Sheffield Capital Management, LLC | History | Reduced | 6,543 | 431 | 0.1% | 0.1% | 1946 | -92 | -1.39% | Q4 2025 | Jan 21, 2026 |
| Abound Wealth Management | History | Added to | 6,535 | 431 | 0.1% | 0.11% | 1948 | +27 | 0.41% | Q4 2025 | Jan 12, 2026 |
| DOPKINS WEALTH MANAGEMENT, LLC | History | No change | 6,535 | 431 | 0.18% | 0.18% | 1947 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| August Group Capital Ltd | History | New | 6,517 | 430 | 0.48% | — | 1951 | +6,517 | New | Q4 2025 | Feb 12, 2026 |
| Fiduciary Alliance LLC | History | Added to | 6,523 | 430 | 0.03% | 0.02% | 1950 | +2,261 | 53.05% | Q4 2025 | Jan 22, 2026 |
| Legacy Financial Advisors, Inc. | History | Added to | 6,517 | 430 | 0.06% | 0.05% | 1949 | +528 | 8.82% | Q4 2025 | Feb 04, 2026 |
| Sunburst Financial Group, LLC | History | Reduced | 6,511 | 429 | 0.09% | 0.09% | 1952 | -150 | -2.25% | Q4 2025 | Jan 21, 2026 |
| One Wealth Management Investment & Advisory Services, LLC | History | Reduced | 6,512 | 429 | 0.47% | 0.49% | 1953 | -30 | -0.46% | Q4 2025 | Jan 14, 2026 |
| Strategic Equity Management | History | Reduced | 6,478 | 427 | 0.14% | 0.18% | 1955 | -875 | -11.9% | Q4 2025 | Feb 09, 2026 |
| Peregrine Asset Advisers, Inc. | History | No change | 6,478 | 427 | 0.12% | 0.13% | 1954 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Millstone Evans Group, LLC | History | Added to | 6,450 | 425 | 0.25% | 0.21% | 1957 | +1,299 | 25.22% | Q4 2025 | Feb 02, 2026 |
| FOSTER & MOTLEY INC | History | Added to | 6,442 | 425 | 0.02% | 0.02% | 1956 | +138 | 2.19% | Q4 2025 | Jan 15, 2026 |
| Phillips Wealth Planners LLC | History | Reduced | 6,014 | 423 | 0.34% | 0.38% | 1958 | -863 | -12.55% | Q4 2025 | Feb 10, 2026 |
| Berkeley Capital Partners, LLC | History | Reduced | 6,395 | 422 | 0.1% | 0.1% | 1959 | -6 | -0.09% | Q4 2025 | Feb 05, 2026 |
| Synergy Investment Management, LLC | History | Added to | 6,388 | 421 | 0.15% | 0.15% | 1961 | +508 | 8.64% | Q4 2025 | Feb 06, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 6,388 | 421 | 0.03% | 0.03% | 1960 | +10 | 0.16% | Q4 2025 | Feb 11, 2026 |
| Prosperity Wealth Management, Inc. | History | New | 6,348 | 418 | 0.14% | — | 1966 | +6,348 | New | Q4 2025 | Mar 27, 2026 |
| Fortitude Advisory Group L.L.C. | History | New | 6,345 | 418 | 0.18% | — | 1965 | +6,345 | New | Q4 2025 | Feb 13, 2026 |
| Severin Investments, LLC | History | Reduced | 6,344 | 418 | 0.37% | 0.41% | 1963 | -789 | -11.06% | Q4 2025 | Feb 09, 2026 |
| Mystic Asset Management, Inc. | History | Reduced | 6,345 | 418 | 0.09% | 0.1% | 1964 | -300 | -4.51% | Q4 2025 | Jan 28, 2026 |
| Marble Harbor Investment Counsel, LLC | History | No change | 6,335 | 418 | 0.04% | 0.04% | 1962 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| BankPlus Trust Department | History | Added to | 6,302 | 415 | 0.11% | 0.03% | 1968 | +4,770 | 311.36% | Q4 2025 | Jan 27, 2026 |
| J.P. Marvel Investment Advisors, LLC | History | No change | 6,295 | 415 | 0.06% | 0.06% | 1967 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 6,242 | 412 | 0.01% | 0.0% | 1969 | +3,784 | 153.95% | Q4 2025 | Feb 09, 2026 |
| Ashford Advisors, LLC | History | Reduced | 6,250 | 412 | 0.09% | 0.11% | 1971 | -1,680 | -21.19% | Q4 2025 | Jan 23, 2026 |
| Selective Wealth Management, Inc. | History | Added to | 5,873 | 412 | 0.13% | 0.12% | 1970 | +31 | 0.53% | Q4 2025 | Jan 16, 2026 |
| Financial Life Planners | History | Reduced | 6,217 | 410 | 0.29% | 0.28% | 1972 | -144 | -2.26% | Q4 2025 | Jan 29, 2026 |
| Fermata Advisors, LLC | History | Reduced | 6,208 | 409 | 0.1% | 0.12% | 1973 | -1,180 | -15.97% | Q4 2025 | Jan 08, 2026 |
| Redwood Family Wealth LLC | History | New | 6,180 | 407 | 0.4% | — | 1974 | +6,180 | New | Q4 2025 | Mar 06, 2026 |
| IAG Wealth Partners, LLC | History | Reduced | 6,161 | 406 | 0.05% | 0.05% | 1975 | -331 | -5.1% | Q4 2025 | Feb 10, 2026 |
| Prodigy Asset Management LLC | History | Reduced | 6,161 | 406 | 0.14% | 0.19% | 1976 | -259 | -4.03% | Q4 2025 | Feb 10, 2026 |
| Independence Bank of Kentucky | History | Added to | 6,140 | 405 | 0.05% | 0.04% | 1977 | +1,122 | 22.36% | Q4 2025 | Jan 20, 2026 |
| Archer Investment Corp | History | Reduced | 6,143 | 405 | 0.09% | 0.09% | 1978 | -49 | -0.79% | Q4 2025 | Jan 30, 2026 |
| Auxano Advisors, LLC | History | Added to | 6,144 | 405 | 0.08% | 0.08% | 1979 | +30 | 0.49% | Q4 2025 | Feb 06, 2026 |
| Range Financial Group LLC | History | Reduced | 6,146 | 405 | 0.14% | 0.15% | 1980 | -23 | -0.37% | Q4 2025 | Jan 15, 2026 |
| ADE, LLC | History | Added to | 6,117 | 403 | 0.2% | 0.2% | 1981 | +2 | 0.03% | Q4 2025 | Feb 10, 2026 |
| Main Street Group, LTD | History | Reduced | 6,096 | 402 | 0.14% | 0.12% | 1982 | -138 | -2.21% | Q4 2025 | Jan 26, 2026 |
| J. L. Bainbridge & Co., Inc. | History | No change | 6,073 | 400 | 0.03% | 0.03% | 1983 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Main Street Financial Solutions, LLC | History | Reduced | 6,052 | 399 | 0.03% | 0.1% | 1984 | -18,292 | -75.14% | Q4 2025 | Feb 17, 2026 |
| Pinnacle Family Advisors, LLC | History | Added to | 6,038 | 398 | 0.18% | 0.17% | 1985 | +93 | 1.56% | Q4 2025 | Feb 17, 2026 |
| Midwest Financial Partners Investments, Inc. | History | New | 5,997 | 395 | 0.22% | — | 1986 | +5,997 | New | Q4 2025 | Feb 06, 2026 |
| Plum Street Advisors, LLC | History | Reduced | 5,997 | 395 | 0.14% | 0.15% | 1987 | -14 | -0.23% | Q4 2025 | Feb 13, 2026 |
| EFG International AG | History | New | 5,955 | 393 | 0.01% | — | 1988 | +5,955 | New | Q4 2025 | Feb 17, 2026 |
| WORLD EQUITY GROUP, INC. | History | Reduced | 5,943 | 392 | 0.11% | 0.11% | 1990 | -1,784 | -23.09% | Q4 2025 | Jan 12, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Reduced | 5,947 | 392 | 0.13% | 0.14% | 1989 | -237 | -3.83% | Q4 2025 | Feb 10, 2026 |
| Financial Guidance Group, Inc. | History | No change | 5,925 | 391 | 0.16% | 0.17% | 1991 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Rollins Financial Advisors, LLC | History | Reduced | 5,919 | 390 | 0.06% | 0.06% | 1992 | -450 | -7.07% | Q4 2025 | Feb 04, 2026 |
| Values Added Financial LLC | History | No change | 5,911 | 390 | 0.16% | 0.17% | 1993 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Welch Group, LLC | History | Reduced | 5,906 | 389 | 0.01% | 0.02% | 1994 | -1,398 | -19.14% | Q4 2025 | Jan 26, 2026 |
| THOMPSON SIEGEL & WALMSLEY LLC | History | Added to | 5,885 | 388 | 0.01% | 0.01% | 1995 | +695 | 13.39% | Q4 2025 | Feb 10, 2026 |
| Houlihan Financial Resource Group, Ltd. | History | New | 5,755 | 387 | 0.15% | — | 1996 | +5,755 | New | Q4 2025 | Feb 10, 2026 |
| Envision Financial LLC | History | Reduced | 5,865 | 387 | 0.2% | 0.23% | 1997 | -181 | -2.99% | Q4 2025 | Jan 07, 2026 |
| Bedminster, LLC | History | New | 5,847 | 385 | 0.35% | — | 1998 | +5,847 | New | Q4 2025 | Feb 05, 2026 |
| Legacy Edge Advisors, LLC | History | New | 5,827 | 384 | 0.04% | — | 2000 | +5,827 | New | Q4 2025 | Feb 02, 2026 |
| F/m Investments LLC | History | Added to | 5,825 | 384 | 0.01% | 0.01% | 1999 | +100 | 1.75% | Q4 2025 | Feb 03, 2026 |