iSHARES TRUST - IVV
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 617 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Added to | 81,989,099 | 56,157,613 | 0.95% | 0.85% | 1 | +9,722,966 | 13.45% | Q4 2025 | Feb 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 33,837,717 | 23,176,805 | 14.66% | 14.91% | 2 | +409,816 | 1.23% | Q4 2025 | Feb 10, 2026 |
| MARSHALL WACE, LLP | History | Added to | 32,452,900 | 22,228,289 | 20.23% | 18.68% | 3 | +4,928,585 | 17.91% | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 28,438,860 | 19,478,911 | 3.17% | — | 4 | +28,438,860 | New | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 26,342,326 | 18,042,913 | 5.35% | 5.5% | 5 | -2,228,505 | -7.8% | Q4 2025 | Feb 10, 2026 |
| MORGAN STANLEY | History | Reduced | 24,028,236 | 16,457,900 | 0.98% | 0.99% | 6 | -283,412 | -1.17% | Q4 2025 | Feb 13, 2026 |
| Creative Planning | History | Added to | 22,993,006 | 15,748,805 | 11.27% | 11.63% | 7 | +257,739 | 1.13% | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 21,696,475 | 14,860,783 | 1.08% | 0.77% | 8 | +4,707,612 | 27.71% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 18,859,562 | 12,917,668 | 2.35% | 2.39% | 9 | +112,165 | 0.6% | Q4 2025 | Feb 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 18,349,288 | 12,568,165 | 7.66% | 7.79% | 10 | +1,147,543 | 6.67% | Q4 2025 | Feb 17, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 16,809,463 | 11,513,473 | 38.01% | 30.88% | 11 | +4,854,227 | 40.6% | Q4 2025 | Jan 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 15,763,521 | 10,797,065 | 5.9% | 6.27% | 12 | +310,464 | 2.01% | Q4 2025 | Feb 06, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 14,494,278 | 9,927,710 | 4.17% | 2.14% | 13 | +6,995,145 | 93.28% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 13,945,522 | 9,551,844 | 1.17% | 1.12% | 14 | +278,615 | 2.04% | Q4 2025 | Mar 25, 2026 |
| Bank of New York Mellon Corp | History | Added to | 13,475,084 | 9,229,624 | 1.63% | 1.61% | 15 | +34,574 | 0.26% | Q4 2025 | Feb 10, 2026 |
| Cornerstone Wealth Partners, LLC | History | New | 12,076 | 8,265,363 | 5.74% | — | 16 | +12,076 | New | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 11,094,121 | 7,598,809 | 0.48% | 0.89% | 17 | -11,011,192 | -49.81% | Q4 2025 | Feb 11, 2026 |
| LPL Financial LLC | History | Added to | 10,483,060 | 7,180,266 | 1.96% | 1.97% | 18 | +385,421 | 3.82% | Q4 2025 | Feb 11, 2026 |
| Squarepoint Ops LLC | History | Added to | 10,478,051 | 7,176,836 | 7.64% | 5.54% | 19 | +2,241,167 | 27.21% | Q4 2025 | Feb 13, 2026 |
| First Command Advisory Services, Inc. | History | Added to | 9,298,304 | 6,368,779 | 44.39% | 44.75% | 20 | +71,557 | 0.78% | Q4 2025 | Feb 11, 2026 |
| NORTHERN TRUST CORP | History | Added to | 9,242,290 | 6,330,414 | 0.81% | 0.75% | 21 | +524,740 | 6.02% | Q4 2025 | Feb 17, 2026 |
| Allianz Asset Management GmbH | History | Added to | 8,324,104 | 5,701,511 | 5.77% | 1.81% | 22 | +5,895,837 | 242.8% | Q4 2025 | Feb 11, 2026 |
| Schonfeld Strategic Advisors LLC | History | Added to | 8,161,918 | 5,590,424 | 24.76% | 0.77% | 23 | +7,959,263 | 3927.49% | Q4 2025 | Feb 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 7,888,687 | 5,402,870 | 1.22% | 1.22% | 24 | -30,242 | -0.38% | Q4 2025 | Feb 17, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 7,648,668 | 5,238,878 | 6.33% | 5.14% | 25 | +1,181,537 | 18.27% | Q4 2025 | Feb 13, 2026 |
| Alberta Investment Management Corp | History | Added to | 7,006,862 | 4,799,280 | 28.38% | 25.14% | 26 | +1,755,204 | 33.42% | Q4 2025 | Feb 19, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 7,006,744 | 4,799,199 | 6.4% | 6.27% | 27 | +77,350 | 1.12% | Q4 2025 | Feb 02, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 6,536,789 | 4,542,414 | 6.16% | 6.61% | 28 | +33,934 | 0.52% | Q4 2025 | Jan 08, 2026 |
| Walleye Capital LLC | History | New | 6,616,070 | 4,531,610 | 13.9% | — | 29 | +6,616,070 | New | Q4 2025 | Feb 13, 2026 |
| Alyeska Investment Group, L.P. | History | Added to | 6,266,876 | 4,291,650 | 12.12% | 12.47% | 30 | +112,365 | 1.83% | Q4 2025 | Feb 13, 2026 |
| FMR LLC | History | Added to | 6,024,000 | 4,126,078 | 0.21% | 0.21% | 31 | +3,742 | 0.06% | Q4 2025 | Feb 17, 2026 |
| US BANCORP \DE\ | History | Reduced | 5,727,682 | 3,923,324 | 4.6% | 4.78% | 32 | -295,714 | -4.91% | Q4 2025 | Jan 30, 2026 |
| Mariner, LLC | History | Added to | 5,428,997 | 3,718,593 | 4.43% | 4.45% | 33 | +288,310 | 5.61% | Q4 2025 | Feb 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 5,259,028 | 3,602,118 | 1.14% | 1.09% | 34 | +69,731 | 1.34% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 4,369,066 | 2,992,589 | 0.93% | 0.87% | 35 | +343,801 | 8.54% | Q4 2025 | Feb 18, 2026 |
| Bridgewater Associates, LP | History | Added to | 4,185,589 | 2,866,877 | 10.45% | 10.62% | 36 | +136,289 | 3.37% | Q4 2025 | Feb 13, 2026 |
| National Pension Service | History | No change | 4,119,355 | 2,821,758 | 2.09% | 2.14% | 37 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 4,095,469 | 2,805,150 | 5.34% | 5.44% | 38 | +109,685 | 2.75% | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | Added to | 4,046,475 | 2,771,592 | 3.03% | 3.04% | 39 | +137,370 | 3.51% | Q4 2025 | Feb 17, 2026 |
| Corient Private Wealth LLC | History | Added to | 17,425,305 | 2,639,359 | 3.59% | 3.31% | 40 | +13,946,081 | 400.84% | Q4 2025 | Mar 09, 2026 |
| Korea Investment CORP | History | Added to | 3,649,066 | 2,499,391 | 4.92% | 3.02% | 41 | +1,451,972 | 66.09% | Q4 2025 | Feb 13, 2026 |
| National Mutual Insurance Federation of Agricultural Cooperatives | History | No change | 3,581,847 | 2,453,350 | 17.99% | 18.18% | 42 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| BANK OF NOVA SCOTIA | History | Added to | 3,345,592 | 2,291,529 | 3.39% | 2.41% | 43 | +1,311,500 | 64.48% | Q4 2025 | Feb 13, 2026 |
| Asset Management One Co., Ltd. | History | Reduced | 3,235,273 | 2,235,282 | 6.22% | 6.28% | 44 | -1,568 | -0.05% | Q4 2025 | Jan 27, 2026 |
| UBS Group AG | History | Reduced | 3,248,974 | 2,225,352 | 0.36% | 0.5% | 45 | -1,523,227 | -31.92% | Q4 2025 | Jan 29, 2026 |
| Michael & Susan Dell Foundation | History | Added to | 3,187,927 | 2,183,538 | 75.69% | 85.83% | 46 | +42,230 | 1.34% | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 3,156,643 | 2,162,111 | 0.25% | 0.15% | 47 | +1,179,881 | 59.69% | Q4 2025 | Feb 17, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 3,152,922 | 2,159,562 | 7.58% | 7.56% | 48 | +87,784 | 2.86% | Q4 2025 | Feb 06, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 3,151,754 | 2,158,762 | 7.73% | 7.33% | 49 | +34,964 | 1.12% | Q4 2025 | Jan 30, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | New | 2,958,300 | 2,026,258 | 2.03% | — | 50 | +2,958,300 | New | Q4 2025 | Feb 17, 2026 |
| Kedalion Capital Management LLP | History | Added to | 2,889,500 | 1,979,134 | 48.59% | 59.95% | 51 | +504,500 | 21.15% | Q4 2025 | Jan 21, 2026 |
| MKP Capital Management, L.L.C. | History | Added to | 2,790,672 | 1,911,442 | 68.04% | 50.31% | 52 | +851,266 | 43.89% | Q4 2025 | Feb 10, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 2,755,114 | 1,887,087 | 0.65% | 1.12% | 53 | -1,598,216 | -36.71% | Q4 2025 | Feb 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 2,727,210 | 1,867,975 | 2.49% | 2.47% | 54 | -118,815 | -4.17% | Q4 2025 | Feb 12, 2026 |
| HighTower Advisors, LLC | History | Added to | 2,689,285 | 1,841,999 | 2.01% | 1.99% | 55 | +73,428 | 2.81% | Q4 2025 | Feb 06, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 2,663,792 | 1,824,537 | 14.52% | 18.4% | 56 | -2,593,980 | -49.34% | Q4 2025 | Feb 13, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | Added to | 2,649,231 | 1,814,564 | 3.04% | 3.16% | 57 | +37,788 | 1.45% | Q4 2025 | Feb 13, 2026 |
| MACQUARIE GROUP LTD | History | Added to | 2,619,538 | 1,794,226 | 7.84% | 1.32% | 58 | +930,170 | 55.06% | Q4 2025 | Feb 13, 2026 |
| Cerity Partners LLC | History | Added to | 2,547,714 | 1,745,032 | 2.54% | 2.51% | 59 | +237,746 | 10.29% | Q4 2025 | Feb 11, 2026 |
| Choate Investment Advisors | History | Reduced | 2,443,219 | 1,673,458 | 32.84% | 36.07% | 60 | -162,200 | -6.23% | Q4 2025 | Feb 09, 2026 |
| Cresset Asset Management, LLC | History | Added to | 2,302,105 | 1,576,803 | 6.64% | 6.5% | 61 | +71,634 | 3.21% | Q4 2025 | Feb 17, 2026 |
| Pathstone Holdings, LLC | History | New | 2,249,174 | 1,541,018 | 5.94% | — | 62 | +2,249,174 | New | Q4 2025 | Feb 13, 2026 |
| BlueCrest Capital Management Ltd | History | New | 2,222,669 | 1,522,394 | 45.71% | — | 63 | +2,222,669 | New | Q4 2025 | Feb 17, 2026 |
| SWISS RE LTD | History | New | 2,222,431 | 1,521,953 | 99.26% | — | 64 | +2,222,431 | New | Q4 2025 | Feb 12, 2026 |
| AIA Group Ltd | History | Reduced | 2,176,752 | 1,490,944 | 22.31% | 27.83% | 65 | -175,771 | -7.47% | Q4 2025 | Feb 09, 2026 |
| Focus Partners Wealth | History | Added to | 2,096,127 | 1,435,647 | 1.64% | 1.8% | 66 | +432,244 | 25.98% | Q4 2025 | Feb 13, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 1,904,188 | 1,304,254 | 0.2% | 0.23% | 67 | -374,476 | -16.43% | Q4 2025 | Feb 12, 2026 |
| Verition Fund Management LLC | History | Added to | 1,880,628 | 1,288,117 | 5.06% | 4.16% | 68 | +376,110 | 25.0% | Q4 2025 | Feb 13, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 1,871,052 | 1,285,831 | 0.66% | 0.2% | 69 | +1,334,300 | 248.59% | Q4 2025 | Mar 20, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 1,847,391 | 1,265,351 | 3.08% | 3.18% | 70 | +67,918 | 3.82% | Q4 2025 | Feb 13, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 1,789,727 | 1,225,855 | 0.63% | 0.27% | 71 | +994,763 | 125.13% | Q4 2025 | Feb 02, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | Added to | 1,780,940 | 1,219,837 | 2.39% | 1.2% | 72 | +818,601 | 85.06% | Q4 2025 | Feb 17, 2026 |
| Neuberger Berman Group LLC | History | Added to | 1,778,949 | 1,218,473 | 0.91% | 0.86% | 73 | +10,733 | 0.61% | Q4 2025 | Feb 13, 2026 |
| MAI Capital Management | History | Reduced | 1,730,714 | 1,185,435 | 6.82% | 7.22% | 74 | -2,250 | -0.13% | Q4 2025 | Feb 13, 2026 |
| BARINGS LLC | History | Added to | 1,717,450 | 1,184,903 | 21.83% | 20.35% | 75 | +114,197 | 7.12% | Q4 2025 | Feb 12, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 1,702,892 | 1,166,378 | 3.7% | 3.69% | 76 | -20,886 | -1.21% | Q4 2025 | Feb 02, 2026 |
| ALLIANZ SE | History | Added to | 1,696,376 | 1,161,915 | 14.96% | 23.34% | 77 | +55,636 | 3.39% | Q4 2025 | Feb 13, 2026 |
| Jain Global LLC | History | Added to | 1,685,361 | 1,154,371 | 5.58% | 3.15% | 78 | +694,205 | 70.04% | Q4 2025 | Feb 17, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Added to | 1,653,813 | 1,132,762 | 1.44% | 1.4% | 79 | +6,852 | 0.42% | Q4 2025 | Feb 17, 2026 |
| Align Financial, LLC | History | New | 1,118,082 | 1,118,082 | 0.65% | — | 80 | +1,118,082 | New | Q4 2025 | Feb 17, 2026 |
| Fund Evaluation Group, LLC | History | Added to | 1,625,498 | 1,113,368 | 36.83% | 36.94% | 81 | +100,758 | 6.61% | Q4 2025 | Feb 11, 2026 |
| Jasper Ridge Partners, L.P. | History | Reduced | 1,616,483 | 1,107,194 | 24.53% | 24.56% | 82 | -12,971 | -0.8% | Q4 2025 | Feb 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 1,604,461 | 1,099,908 | 1.61% | 1.58% | 83 | -104,473 | -6.11% | Q4 2025 | Feb 17, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 1,559,079 | 1,067,875 | 12.14% | 11.96% | 84 | -18,273 | -1.16% | Q4 2025 | Feb 13, 2026 |
| Constellation Investments, Inc. | History | Added to | 1,505,047 | 1,030,866 | 31.82% | 31.6% | 85 | +494,675 | 48.96% | Q4 2025 | Jan 21, 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | History | Added to | 1,504,300 | 1,030,355 | 12.02% | 13.62% | 86 | +97,400 | 6.92% | Q4 2025 | Feb 05, 2026 |
| GREENLEAF TRUST | History | Reduced | 1,472,903 | 1,008,850 | 9.25% | 12.37% | 87 | -560,372 | -27.56% | Q4 2025 | Jan 21, 2026 |
| Woodline Partners LP | History | New | 1,467,676 | 1,005,269 | 3.89% | — | 88 | +1,467,676 | New | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | Added to | 1,435,788 | 983,429 | 2.66% | 2.73% | 89 | +81,868 | 6.05% | Q4 2025 | Jan 26, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 1,432,792 | 981,376 | 1.82% | 60.36% | 90 | +1,413,365 | 7275.26% | Q4 2025 | Feb 17, 2026 |
| Freestone Grove Partners LP | History | Added to | 1,430,000 | 979,464 | 7.08% | 1.5% | 91 | +1,129,330 | 375.6% | Q4 2025 | Feb 17, 2026 |
| BROWN ADVISORY INC | History | Added to | 1,420,800 | 973,162 | 1.36% | 1.1% | 92 | +155,045 | 12.25% | Q4 2025 | Feb 13, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Added to | 1,410,609 | 966,182 | 7.9% | 7.64% | 93 | +44,059 | 3.22% | Q4 2025 | Feb 13, 2026 |
| Municipal Employees' Retirement System of Michigan | History | Reduced | 1,381,225 | 946,056 | 10.7% | 11.48% | 94 | -100,437 | -6.78% | Q4 2025 | Feb 06, 2026 |
| Alaska Permanent Fund Corp | History | Added to | 1,323,000 | 919,524 | 58.85% | 54.14% | 95 | +5,000 | 0.38% | Q4 2025 | Feb 12, 2026 |
| Blue Sparrow, LLC /DE | History | New | 1,340,000 | 917,819 | 17.28% | — | 96 | +1,340,000 | New | Q4 2025 | Feb 18, 2026 |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | History | Added to | 1,336,134 | 915,183 | 27.25% | 22.92% | 97 | +548,898 | 69.72% | Q4 2025 | Feb 13, 2026 |
| M&T BANK CORP | History | Added to | 1,309,001 | 896,587 | 2.88% | 2.92% | 98 | +10,723 | 0.83% | Q4 2025 | Jan 30, 2026 |
| UNC Management Company, Inc. | History | Added to | 1,302,361 | 892,039 | 80.71% | 76.27% | 99 | +289,304 | 28.56% | Q4 2025 | Feb 17, 2026 |
| ALESCO ADVISORS LLC | History | Added to | 1,298,927 | 889,687 | 23.01% | 23.47% | 100 | +4,601 | 0.36% | Q4 2025 | Jan 28, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 1,277,205 | 874,809 | 2.01% | 1.9% | 101 | +78,212 | 6.52% | Q4 2025 | Feb 11, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 1,271,953 | 871,211 | 5.25% | 4.1% | 102 | +417,817 | 48.92% | Q4 2025 | Feb 17, 2026 |
| Johnson Financial Group, Inc. | History | Reduced | 1,245,586 | 853,151 | 31.93% | 31.28% | 103 | -29 | -0.0% | Q4 2025 | Feb 12, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Added to | 1,235,021 | 845,915 | 12.3% | 12.1% | 104 | +26,033 | 2.15% | Q4 2025 | Feb 09, 2026 |
| Waverly Advisors, LLC | History | Added to | 1,191,579 | 816,160 | 6.61% | 7.61% | 105 | +50,485 | 4.42% | Q4 2025 | Feb 17, 2026 |
| BANK OF KOREA | History | New | 1,176,987 | 806,165 | 35.3% | — | 106 | +1,176,987 | New | Q4 2025 | Feb 11, 2026 |
| D. E. Shaw & Co., Inc. | History | New | 1,175,000 | 804,804 | 0.44% | — | 107 | +1,175,000 | New | Q4 2025 | Feb 17, 2026 |
| Japan Science & Technology Agency | History | No change | 1,170,800 | 801,927 | 14.73% | 13.95% | 108 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 1,170,047 | 801,411 | 2.5% | 1.84% | 109 | +305,347 | 35.31% | Q4 2025 | Feb 17, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 1,127,525 | 772,286 | 4.21% | 3.93% | 110 | +162,752 | 16.87% | Q4 2025 | Feb 12, 2026 |
| REGIONS FINANCIAL CORP | History | Added to | 1,109,966 | 760,260 | 4.87% | 0.0% | 111 | +1,109,550 | 266718.75% | Q4 2025 | Jan 27, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 1,081,941 | 741,066 | 1.33% | 1.09% | 112 | +248,631 | 29.84% | Q4 2025 | Mar 16, 2026 |
| CI INVESTMENTS INC. | History | Reduced | 1,064,173 | 728,894 | 3.19% | 17.7% | 113 | -6,213,109 | -85.38% | Q4 2025 | Feb 12, 2026 |
| Dynasty Wealth Management, LLC | History | Added to | 1,061,013 | 726,730 | 7.14% | 8.1% | 114 | +154,925 | 17.1% | Q4 2025 | Feb 10, 2026 |
| LMR Partners LLP | History | Added to | 1,040,000 | 712,337 | 1.34% | 0.44% | 115 | +890,000 | 593.33% | Q4 2025 | Feb 17, 2026 |
| COMERICA BANK | History | Added to | 1,029,808 | 705,357 | 2.81% | 2.55% | 116 | +16,435 | 1.62% | Q4 2025 | Jan 29, 2026 |
| Simplify Asset Management Inc. | History | Added to | 1,010,106 | 691,862 | 11.29% | 12.25% | 117 | +16,303 | 1.64% | Q4 2025 | Feb 09, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 997,615 | 683,306 | 1.81% | 1.85% | 118 | -10,362 | -1.03% | Q4 2025 | Feb 05, 2026 |
| ASSETMARK, INC | History | Added to | 988,047 | 676,753 | 1.38% | 0.23% | 119 | +826,373 | 511.14% | Q4 2025 | Jan 23, 2026 |
| BESSEMER GROUP INC | History | Reduced | 966,561 | 662,036 | 1.02% | 1.05% | 120 | -62,493 | -6.07% | Q4 2025 | Feb 05, 2026 |
| Baird Financial Group, Inc. | History | Added to | 943,724 | 646,394 | 1.01% | 0.86% | 121 | +145,405 | 18.21% | Q4 2025 | Feb 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 927,131 | 638,404 | 1.13% | 1.22% | 122 | -1,267 | -0.14% | Q4 2025 | Feb 05, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 920,566 | 630,660 | 0.15% | 0.15% | 123 | +13,710 | 1.51% | Q4 2025 | Feb 11, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 895,413 | 613,304 | 5.2% | 4.56% | 124 | +22,482 | 2.58% | Q4 2025 | Jan 05, 2026 |
| Nationwide Fund Advisors | History | Reduced | 867,801 | 594,391 | 25.45% | 32.95% | 125 | -24,650 | -2.76% | Q4 2025 | Jan 23, 2026 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | History | Added to | 867,648 | 594,286 | 22.14% | 20.46% | 126 | +98,307 | 12.78% | Q4 2025 | Feb 13, 2026 |
| Circle Wealth Management, LLC | History | Added to | 864,965 | 592,449 | 9.12% | 9.87% | 127 | +107,422 | 14.18% | Q4 2025 | Feb 13, 2026 |
| Parallel Advisors, LLC | History | Added to | 834,790 | 571,819 | 10.46% | 10.03% | 128 | +16,248 | 1.98% | Q4 2025 | Feb 11, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 824,931 | 565,028 | 0.26% | 1.14% | 129 | -2,364,112 | -74.13% | Q4 2025 | Feb 10, 2026 |
| FIL Ltd | History | Reduced | 807,627 | 553,176 | 0.41% | 0.49% | 130 | -117,794 | -12.73% | Q4 2025 | Feb 17, 2026 |
| NewEdge Advisors, LLC | History | Added to | 803,369 | 550,259 | 2.0% | 2.14% | 131 | +98,706 | 14.01% | Q4 2025 | Feb 18, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | New | 785,208 | 541,730 | 0.41% | — | 132 | +785,208 | New | Q4 2025 | Feb 13, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 781,814 | 535,495 | 6.9% | 6.77% | 133 | +31,281 | 4.17% | Q4 2025 | Feb 09, 2026 |
| &PARTNERS | History | Added to | 774,856 | 530,964 | 2.78% | 3.06% | 134 | +55,394 | 7.7% | Q4 2025 | Feb 17, 2026 |
| Quotient Wealth Partners, LLC | History | Added to | 761,651 | 521,685 | 13.88% | 10.66% | 135 | +180,344 | 31.02% | Q4 2025 | Jan 22, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 759,861 | 520,459 | 5.58% | 6.02% | 136 | +164,054 | 27.53% | Q4 2025 | Jan 23, 2026 |
| SUMITOMO LIFE INSURANCE CO | History | Added to | 751,000 | 514,389 | 14.09% | 3.32% | 137 | +591,000 | 369.38% | Q4 2025 | Feb 13, 2026 |
| BW Gestao de Investimentos Ltda. | History | Added to | 738,842 | 506,062 | 11.42% | 4.54% | 138 | +583,842 | 376.67% | Q4 2025 | Feb 10, 2026 |
| Haverford Trust Co | History | Added to | 731,349 | 500,930 | 4.47% | 2.86% | 139 | +257,695 | 54.41% | Q4 2025 | Feb 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 713,159 | 489,191 | 0.75% | 0.74% | 140 | +51,794 | 7.83% | Q4 2025 | Feb 18, 2026 |
| Tidal Investments LLC | History | Added to | 703,368 | 481,764 | 1.14% | 0.85% | 141 | +67,759 | 10.66% | Q4 2025 | Feb 13, 2026 |
| P/E Global LLC | History | New | 699,413 | 479,055 | 34.52% | — | 142 | +699,413 | New | Q4 2025 | Jan 22, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 694,671 | 475,807 | 1.96% | 2.02% | 143 | +34,304 | 5.19% | Q4 2025 | Feb 13, 2026 |
| UMB Bank, n.a. | History | Added to | 689,788 | 472,463 | 6.28% | 6.45% | 144 | +34,398 | 5.25% | Q4 2025 | Feb 13, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 683,931 | 468,470 | 0.42% | 0.4% | 145 | +32,787 | 5.04% | Q4 2025 | Feb 13, 2026 |
| Truepoint, Inc. | History | Added to | 682,349 | 467,368 | 10.52% | 10.34% | 146 | +17,985 | 2.71% | Q4 2025 | Feb 11, 2026 |
| Leith Wheeler Investment Counsel Ltd. | History | Reduced | 674,149 | 461,751 | 34.66% | 32.7% | 147 | -47,716 | -6.61% | Q4 2025 | Feb 12, 2026 |
| Freestone Capital Holdings, LLC | History | Added to | 670,026 | 458,927 | 13.58% | 13.56% | 148 | +8,718 | 1.32% | Q4 2025 | Jan 23, 2026 |
| Heritage Wealth Advisors | History | Added to | 662,356 | 453,674 | 17.33% | 19.2% | 149 | +6,811 | 1.04% | Q4 2025 | Feb 13, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 644,891 | 441,711 | 3.02% | 3.18% | 150 | -557 | -0.09% | Q4 2025 | Feb 17, 2026 |
| Matson Money. Inc. | History | Added to | 640,430 | 438,656 | 13.86% | 13.8% | 151 | +13,900 | 2.22% | Q4 2025 | Jan 20, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 639,697 | 438,154 | 2.63% | 2.41% | 152 | +50,659 | 8.6% | Q4 2025 | Feb 09, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Added to | 632,560 | 433,265 | 1.5% | 1.33% | 153 | +137,188 | 27.69% | Q4 2025 | Jan 28, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 632,445 | 433,187 | 15.76% | 15.59% | 154 | +13,762 | 2.22% | Q4 2025 | Feb 02, 2026 |
| Swan Global Investments, LLC | History | Reduced | 629,609 | 431,244 | 12.76% | 13.59% | 155 | -97,000 | -13.35% | Q4 2025 | Feb 11, 2026 |
| EVOKE WEALTH, LLC | History | Reduced | 628,619 | 430,566 | 8.04% | 8.65% | 156 | -9,741 | -1.53% | Q4 2025 | Feb 06, 2026 |
| ASPIRIANT, LLC | History | Added to | 627,909 | 430,078 | 12.36% | 12.25% | 157 | +29,480 | 4.93% | Q4 2025 | Jan 20, 2026 |
| CAHABA WEALTH MANAGEMENT, INC. | History | Added to | 624,708 | 427,887 | 29.79% | 29.67% | 158 | +12,552 | 2.05% | Q4 2025 | Jan 07, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 622,585 | 426,433 | 2.34% | 2.38% | 159 | +2,984 | 0.48% | Q4 2025 | Feb 12, 2026 |
| CKW FINANCIAL GROUP | History | Reduced | 621,471 | 425,670 | 46.16% | 46.12% | 160 | -8,246 | -1.31% | Q4 2025 | Jan 26, 2026 |
| Main Management Fund Advisors LLC | History | Added to | 617,500 | 422,950 | 38.56% | 36.55% | 161 | +54,100 | 9.6% | Q4 2025 | Feb 10, 2026 |
| Capula Management Ltd | History | Reduced | 616,758 | 422,442 | 2.12% | 34.77% | 162 | -9,817,612 | -94.09% | Q4 2025 | Feb 13, 2026 |
| SIGMA INVESTMENT COUNSELORS INC | History | Reduced | 602,552 | 412,712 | 20.97% | 22.78% | 163 | -53,186 | -8.11% | Q4 2025 | Feb 03, 2026 |
| GENWORTH FINANCIAL INC | History | No change | 601,470 | 411,970 | 92.41% | 92.08% | 164 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 593,551 | 406,547 | 0.97% | 1.03% | 165 | -42,145 | -6.63% | Q4 2025 | Feb 11, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 585,720 | 401,183 | 0.06% | 0.07% | 166 | -56,249 | -8.76% | Q4 2025 | Feb 17, 2026 |
| Orgel Wealth Management, LLC | History | Added to | 557,287 | 381,708 | 8.42% | 8.36% | 167 | +9,889 | 1.81% | Q4 2025 | Jan 07, 2026 |
| Apollo Management Holdings, L.P. | History | New | 551,725 | 377,898 | 3.09% | — | 168 | +551,725 | New | Q4 2025 | Feb 17, 2026 |
| Legacy Wealth Management, Inc | History | Added to | 544,435 | 372,905 | 21.49% | 21.18% | 169 | +6,903 | 1.28% | Q4 2025 | Jan 21, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Added to | 544,345 | 372,843 | 9.8% | 9.72% | 170 | +29,354 | 5.7% | Q4 2025 | Feb 13, 2026 |
| Man Group plc | History | New | 540,865 | 370,460 | 0.63% | — | 171 | +540,865 | New | Q4 2025 | Feb 17, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 540,665 | 370,323 | 2.8% | 2.86% | 172 | +2,703 | 0.5% | Q4 2025 | Feb 12, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Reduced | 535,002 | 366,444 | 6.69% | 7.09% | 173 | -9,890 | -1.82% | Q4 2025 | Jan 23, 2026 |
| Clark Capital Management Group, Inc. | History | Added to | 532,101 | 364,457 | 2.24% | 2.19% | 174 | +10,537 | 2.02% | Q4 2025 | Feb 17, 2026 |
| STATE STREET CORP | History | Reduced | 527,029 | 360,983 | 0.01% | 0.01% | 175 | -19,800 | -3.62% | Q4 2025 | Feb 13, 2026 |
| Bank of Finland | History | Added to | 522,156 | 357,645 | 24.84% | 21.32% | 176 | +1,853 | 0.36% | Q4 2025 | Jan 15, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | Added to | 520,330 | 356,394 | 1.9% | 1.85% | 177 | +10,823 | 2.12% | Q4 2025 | Jan 13, 2026 |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | History | Reduced | 519,061 | 355,530 | 1.85% | 2.4% | 178 | -131,386 | -20.2% | Q4 2025 | Feb 17, 2026 |
| Klingman & Associates, LLC | History | Added to | 514,195 | 352,192 | 16.99% | 17.14% | 179 | +6,574 | 1.3% | Q4 2025 | Jan 29, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 508,713 | 348,437 | 2.56% | 2.32% | 180 | +62,004 | 13.88% | Q4 2025 | Feb 12, 2026 |
| AE Wealth Management LLC | History | Added to | 506,948 | 347,230 | 1.99% | 1.99% | 181 | +40,031 | 8.57% | Q4 2025 | Jan 26, 2026 |
| Fifth Third Wealth Advisors LLC | History | Added to | 506,654 | 347,027 | 12.17% | 12.17% | 182 | +13,379 | 2.71% | Q4 2025 | Jan 15, 2026 |
| MIDLAND WEALTH ADVISORS, LLC | History | Added to | 502,104 | 343,911 | 17.9% | 16.79% | 183 | +33,093 | 7.06% | Q4 2025 | Jan 26, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | Reduced | 500,569 | 342,859 | 16.28% | 16.3% | 184 | -1,302 | -0.26% | Q4 2025 | Jan 23, 2026 |
| Charter Oak Capital Management, LLC | History | Reduced | 492,966 | 337,652 | 25.75% | 26.64% | 185 | -14,393 | -2.84% | Q4 2025 | Jan 23, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 491,069 | 336,352 | 0.93% | 1.03% | 186 | +352 | 0.07% | Q4 2025 | Jan 26, 2026 |
| Ally Invest Advisors Inc. | History | Added to | 490,212 | 335,765 | 23.17% | 23.36% | 187 | +3,657 | 0.75% | Q4 2025 | Feb 13, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 488,420 | 334,538 | 0.9% | 0.8% | 188 | +42,108 | 9.43% | Q4 2025 | Feb 17, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 476,729 | 326,531 | 4.81% | 3.77% | 189 | +104,422 | 28.05% | Q4 2025 | Feb 09, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | Added to | 475,585 | 325,747 | 15.05% | 12.9% | 190 | +85,531 | 21.93% | Q4 2025 | Feb 11, 2026 |
| TRAPHAGEN INVESTMENT ADVISORS LLC | History | Added to | 472,993 | 323,972 | 26.66% | 26.66% | 191 | +10,226 | 2.21% | Q4 2025 | Jan 27, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | New | 467,000 | 319,866 | 1.9% | — | 192 | +467,000 | New | Q4 2025 | Feb 04, 2026 |
| GR FINANCIAL GROUP, LLC | History | Reduced | 460,626 | 315,501 | 70.89% | 71.63% | 193 | -2,350 | -0.51% | Q4 2025 | Feb 05, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 457,655 | 313,466 | 4.2% | 4.0% | 194 | +21,143 | 4.84% | Q4 2025 | Jan 30, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 453,493 | 310,615 | 1.7% | 1.61% | 195 | -47,623 | -9.5% | Q4 2025 | Jan 29, 2026 |
| Lido Advisors, LLC | History | Added to | 456,687 | 310,022 | 0.93% | 0.88% | 196 | +38,313 | 9.16% | Q4 2025 | Feb 10, 2026 |
| Norinchukin Bank, The | History | No change | 448,980 | 307,524 | 3.58% | 4.03% | 197 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Adventist Health System/ West | History | New | 448,668 | 307,310 | 51.65% | — | 198 | +448,668 | New | Q4 2025 | Feb 18, 2026 |
| TORONTO DOMINION BANK | History | Added to | 442,045 | 302,774 | 0.45% | 0.01% | 199 | +432,855 | 4710.07% | Q4 2025 | Feb 17, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 440,466 | 301,728 | 0.25% | — | 200 | +440,466 | New | Q4 2025 | Feb 13, 2026 |
| Fragasso Financial Advisors Inc | History | Added to | 437,911 | 299,942 | 18.16% | 17.92% | 201 | +10,781 | 2.52% | Q4 2025 | Jan 07, 2026 |
| SUN LIFE FINANCIAL INC | History | Reduced | 435,931 | 298,586 | 15.67% | 15.85% | 202 | -28,548 | -6.15% | Q4 2025 | Feb 12, 2026 |
| WHITTIER TRUST CO | History | Added to | 428,003 | 297,414 | 3.22% | 3.26% | 203 | +1,598 | 0.37% | Q4 2025 | Jan 26, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 432,901 | 296,511 | 3.74% | 3.84% | 204 | -4,593 | -1.05% | Q4 2025 | Feb 09, 2026 |
| Prosperity Consulting Group, LLC | History | Added to | 431,739 | 295,714 | 13.3% | 12.24% | 205 | +60,778 | 16.38% | Q4 2025 | Feb 17, 2026 |
| Hirtle Callaghan & Co LLC | History | Added to | 431,704 | 295,691 | 10.07% | 9.73% | 206 | +17,946 | 4.34% | Q4 2025 | Feb 04, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 430,620 | 294,948 | 0.5% | 0.49% | 207 | +4,426 | 1.04% | Q4 2025 | Feb 12, 2026 |
| SummitTX Capital, L.P. | History | Added to | 430,000 | 294,524 | 8.88% | 10.63% | 208 | +45,300 | 11.78% | Q4 2025 | Feb 17, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | Reduced | 427,413 | 292,752 | 18.01% | 18.39% | 209 | -3,711 | -0.86% | Q4 2025 | Feb 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 418,152 | 286,409 | 0.15% | 0.12% | 210 | +136,824 | 48.64% | Q4 2025 | Feb 17, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 415,572 | 284,641 | 2.0% | 2.21% | 211 | +25,250 | 6.47% | Q4 2025 | Feb 18, 2026 |
| PLANNING ALTERNATIVES LTD /ADV | History | Reduced | 414,533 | 283,930 | 35.76% | 36.09% | 212 | -5,314 | -1.27% | Q4 2025 | Feb 06, 2026 |
| TOEWS CORP /ADV | History | Reduced | 414,000 | 283,565 | 41.24% | 39.88% | 213 | -2,990 | -0.72% | Q4 2025 | Jan 30, 2026 |
| Robinhood Asset Management, LLC | History | New | 412,993 | 282,875 | 22.54% | — | 214 | +412,993 | New | Q4 2025 | Jan 21, 2026 |
| Gotham Asset Management, LLC | History | Added to | 407,700 | 279,250 | 1.02% | 1.12% | 215 | +24,860 | 6.49% | Q4 2025 | Feb 17, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | Reduced | 403,913 | 276,656 | 0.66% | 0.66% | 216 | -46,629 | -10.35% | Q4 2025 | Jan 30, 2026 |
| Wealthspire Retirement, LLC | History | Added to | 403,209 | 276,174 | 16.79% | 17.11% | 217 | +2,769 | 0.69% | Q4 2025 | Feb 18, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 402,455 | 275,657 | 4.78% | 2.09% | 218 | +268,105 | 199.56% | Q4 2025 | Feb 09, 2026 |
| Wellspring Financial Advisors, LLC | History | Reduced | 398,267 | 272,816 | 21.57% | 24.79% | 219 | -4,904 | -1.22% | Q4 2025 | Feb 11, 2026 |
| PRUDENTIAL PLC | History | Reduced | 393,342 | 269,415 | 2.14% | 1.99% | 220 | -11,208 | -2.77% | Q4 2025 | Feb 11, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 392,760 | 269,017 | 0.38% | 0.5% | 221 | -107,940 | -21.56% | Q4 2025 | Feb 17, 2026 |
| HANCOCK WHITNEY CORP | History | Added to | 388,718 | 266,248 | 4.8% | 4.62% | 222 | +9,354 | 2.47% | Q4 2025 | Feb 17, 2026 |
| TAIYO LIFE INSURANCE CO | History | No change | 385,475 | 264,027 | 22.6% | 22.61% | 223 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Private Advisor Group, LLC | History | Added to | 385,117 | 263,782 | 1.24% | 1.25% | 224 | +4,172 | 1.1% | Q4 2025 | Feb 17, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Added to | 380,174 | 260,396 | 7.2% | 7.21% | 225 | +422 | 0.11% | Q4 2025 | Feb 03, 2026 |
| Steele Capital Management, Inc. | History | Added to | 377,396 | 258,493 | 11.09% | 11.13% | 226 | +2,346 | 0.63% | Q4 2025 | Jan 27, 2026 |
| GOLDENTREE ASSET MANAGEMENT LP | History | New | 376,000 | 257,537 | 13.96% | — | 227 | +376,000 | New | Q4 2025 | Feb 17, 2026 |
| USS Investment Management Ltd | History | Reduced | 373,967 | 256,126 | 1.19% | 3.04% | 228 | -624,548 | -62.55% | Q4 2025 | Feb 13, 2026 |
| RKL Wealth Management LLC | History | Reduced | 370,634 | 253,861 | 20.84% | 21.67% | 229 | -9,174 | -2.42% | Q4 2025 | Feb 12, 2026 |
| READYSTATE ASSET MANAGEMENT LP | History | New | 369,000 | 252,742 | 10.25% | — | 230 | +369,000 | New | Q4 2025 | Feb 17, 2026 |
| Ballentine Partners, LLC | History | Added to | 365,845 | 250,581 | 3.52% | 3.39% | 231 | +579 | 0.16% | Q4 2025 | Feb 03, 2026 |
| Ashford Advisors, LLC | History | Reduced | 365,804 | 250,554 | 54.86% | 54.98% | 232 | -5,540 | -1.49% | Q4 2025 | Jan 23, 2026 |
| Missouri Education Pension Trust | History | New | 364,437 | 249,617 | 71.44% | — | 233 | +364,437 | New | Q4 2025 | Feb 10, 2026 |
| JNBA Financial Advisors | History | Added to | 364,404 | 249,594 | 21.8% | 21.44% | 234 | +11,824 | 3.35% | Q4 2025 | Jan 26, 2026 |
| FIRST HAWAIIAN BANK | History | Reduced | 362,412 | 248,230 | 33.03% | 33.56% | 235 | -28,469 | -7.28% | Q4 2025 | Jan 05, 2026 |
| BSN Capital Partners Ltd | History | New | 364,602 | 247,017 | 11.64% | — | 236 | +364,602 | New | Q4 2025 | Mar 04, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Added to | 358,706 | 245,692 | 0.04% | 0.04% | 237 | +2,853 | 0.8% | Q4 2025 | Feb 17, 2026 |
| Quantinno Capital Management LP | History | Added to | 353,008 | 241,789 | 0.49% | 0.45% | 238 | +107,961 | 44.06% | Q4 2025 | Feb 17, 2026 |
| Crestwood Advisors Group, LLC | History | Added to | 350,929 | 240,365 | 4.0% | 2.64% | 239 | +119,154 | 51.41% | Q4 2025 | Feb 03, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 342,723 | 234,745 | 2.65% | 2.68% | 240 | +3,408 | 1.0% | Q4 2025 | Jan 20, 2026 |
| Analyst IMS Investment Management Services Ltd. | History | Reduced | 338,605 | 231,924 | 6.76% | 7.52% | 241 | -22,679 | -6.28% | Q4 2025 | Jan 20, 2026 |
| DAIDO LIFE INSURANCE CO | History | Reduced | 335,437 | 229,754 | 32.32% | 35.62% | 242 | -34,465 | -9.32% | Q4 2025 | Feb 06, 2026 |
| Legacy Private Trust Co. | History | Added to | 333,049 | 228,118 | 13.39% | 13.14% | 243 | +3,711 | 1.13% | Q4 2025 | Jan 08, 2026 |
| Endurance Services Ltd | History | Added to | 332,601 | 227,811 | 40.32% | 37.25% | 244 | +250 | 0.08% | Q4 2025 | Feb 11, 2026 |
| TFC Financial Management, Inc. | History | Reduced | 331,468 | 227,035 | 28.47% | 28.7% | 245 | -3,226 | -0.96% | Q4 2025 | Jan 23, 2026 |
| SOFI WEALTH, LLC | History | Added to | 330,274 | 226,218 | 11.28% | 11.36% | 246 | +15,022 | 4.77% | Q4 2025 | Jan 30, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 327,967 | 225,047 | 0.36% | 0.37% | 247 | -17,827 | -5.16% | Q4 2025 | Jan 15, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Added to | 325,676 | 223,068 | 0.38% | 0.28% | 248 | +18,245 | 5.93% | Q4 2025 | Feb 17, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 319,880 | 219,098 | 3.8% | 3.74% | 249 | +5,354 | 1.7% | Q4 2025 | Jan 22, 2026 |
| Tarbox Family Office, Inc. | History | Reduced | 315,708 | 216,240 | 34.79% | 34.46% | 250 | -35,066 | -10.0% | Q4 2025 | Jan 21, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Added to | 312,943 | 214,347 | 0.13% | 0.1% | 251 | +42,685 | 15.79% | Q4 2025 | Jan 23, 2026 |
| Linscomb Wealth, Inc. | History | Reduced | 308,181 | 211,085 | 8.86% | 8.95% | 252 | -2,199 | -0.71% | Q4 2025 | Feb 10, 2026 |
| Glenview Trust Co | History | Added to | 305,206 | 209,047 | 3.23% | 3.24% | 253 | +166 | 0.05% | Q4 2025 | Feb 09, 2026 |
| True Link Financial Advisors, LLC | History | Added to | 303,938 | 208,178 | 12.65% | 13.07% | 254 | +515 | 0.17% | Q4 2025 | Jan 29, 2026 |
| Heck Capital Advisors, LLC | History | Added to | 301,140 | 206,263 | 15.37% | 14.67% | 255 | +17,659 | 6.23% | Q4 2025 | Jan 16, 2026 |
| ALLSTATE CORP | History | Added to | 300,229 | 205,638 | 2.81% | 4.53% | 256 | +3,600 | 1.21% | Q4 2025 | Feb 09, 2026 |
| ExodusPoint Capital Management, LP | History | New | 300,000 | 205,491 | 1.61% | — | 257 | +300,000 | New | Q4 2025 | Feb 17, 2026 |
| Gryphon Financial Partners LLC | History | Reduced | 297,909 | 204,049 | 21.83% | 22.93% | 258 | -2,522 | -0.84% | Q4 2025 | Jan 08, 2026 |
| ELEMENT POINTE ADVISORS, LLC | History | Added to | 295,328 | 202,282 | 39.1% | 36.97% | 259 | +36,112 | 13.93% | Q4 2025 | Feb 13, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Added to | 295,377 | 202,279 | 0.54% | 0.43% | 260 | +30,453 | 11.49% | Q4 2025 | Feb 13, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 295,252 | 202,229 | 3.12% | 2.96% | 261 | +26,449 | 9.84% | Q4 2025 | Feb 12, 2026 |
| Vestwell Advisors, LLC | History | Added to | 294,414 | 201,655 | 29.79% | 23.48% | 262 | +196,048 | 199.3% | Q4 2025 | Feb 13, 2026 |
| Sigma Planning Corp | History | Added to | 293,582 | 201,114 | 5.55% | 5.58% | 263 | +540 | 0.18% | Q4 2025 | Jan 30, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | Added to | 290,714 | 199,122 | 9.8% | 9.22% | 264 | +22,989 | 8.59% | Q4 2025 | Feb 11, 2026 |
| Kovitz Investment Group Partners, LLC | History | Reduced | 290,483 | 198,963 | 4.41% | 1.5% | 265 | -282,486 | -49.3% | Q4 2025 | Feb 20, 2026 |
| Soundwatch Capital LLC | History | Added to | 290,366 | 198,883 | 30.85% | 29.29% | 266 | +17,521 | 6.42% | Q4 2025 | Feb 10, 2026 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | History | Reduced | 289,946 | 198,595 | 1.6% | 1.6% | 267 | -1,974 | -0.68% | Q4 2025 | Jan 27, 2026 |
| FIRST FOUNDATION ADVISORS | History | Reduced | 288,891 | 197,872 | 7.46% | 7.23% | 268 | -3,541 | -1.21% | Q4 2025 | Feb 04, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 288,691 | 197,730 | 0.76% | 0.72% | 269 | +16,704 | 6.14% | Q4 2025 | Feb 12, 2026 |
| Merit Financial Group, LLC | History | Added to | 288,582 | 197,661 | 1.59% | 1.62% | 270 | +24,584 | 9.31% | Q4 2025 | Jan 26, 2026 |
| FORM Wealth Advisors, LLC | History | New | 283,872 | 194,435 | 22.76% | — | 271 | +283,872 | New | Q4 2025 | Jan 28, 2026 |
| Ellenbecker Investment Group | History | Reduced | 281,438 | 192,768 | 26.97% | 28.64% | 272 | -8,581 | -2.96% | Q4 2025 | Jan 30, 2026 |
| JB Capital LLC | History | Added to | 280,814 | 192,340 | 7.85% | 7.87% | 273 | +8,335 | 3.06% | Q4 2025 | Jan 20, 2026 |
| Bangor Savings Bank | History | Added to | 277,807 | 190,281 | 15.31% | 14.82% | 274 | +12,005 | 4.52% | Q4 2025 | Jan 16, 2026 |
| Ullmann Wealth Partners Group, LLC | History | Added to | 276,989 | 189,801 | 19.75% | 20.01% | 275 | +3,328 | 1.22% | Q4 2025 | Feb 12, 2026 |
| Gilbert & Cook, Inc. | History | Reduced | 274,986 | 188,348 | 23.67% | 23.78% | 276 | -1,490 | -0.54% | Q4 2025 | Jan 07, 2026 |
| MIZUHO MARKETS AMERICAS LLC | History | Reduced | 274,220 | 187,824 | 3.63% | 3.52% | 277 | -4,952 | -1.77% | Q4 2025 | Feb 06, 2026 |
| Dakota Wealth Management | History | Added to | 273,774 | 187,518 | 3.33% | 3.59% | 278 | +7,833 | 2.95% | Q4 2025 | Jan 13, 2026 |
| Lee Financial Co | History | Reduced | 273,052 | 187,024 | 25.23% | 23.82% | 279 | -10,808 | -3.81% | Q4 2025 | Jan 22, 2026 |
| BLB&B Advisors, LLC | History | Added to | 271,761 | 186,140 | 7.78% | 7.51% | 280 | +11,959 | 4.6% | Q4 2025 | Jan 26, 2026 |
| Goelzer Investment Management, Inc. | History | Added to | 271,624 | 186,046 | 8.63% | 9.13% | 281 | +14,303 | 5.56% | Q4 2025 | Jan 14, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 267,421 | 183,167 | 2.18% | 1.83% | 282 | -37,856 | -12.4% | Q4 2025 | Feb 13, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 352,191 | 181,726 | 3.3% | 3.78% | 283 | -23,169 | -6.17% | Q4 2025 | Jan 07, 2026 |
| Daiwa Securities Group Inc. | History | Added to | 262,883 | 180,059 | 0.58% | 0.5% | 284 | +39,859 | 17.87% | Q4 2025 | Feb 11, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 258,467 | 177,034 | 2.05% | 2.06% | 285 | -6,743 | -2.54% | Q4 2025 | Jan 21, 2026 |
| Calamos Wealth Management LLC | History | Reduced | 258,021 | 176,728 | 6.09% | 6.24% | 286 | -612 | -0.24% | Q4 2025 | Jan 29, 2026 |
| BRIDGES INVESTMENT MANAGEMENT INC | History | Added to | 257,894 | 176,642 | 2.24% | 1.7% | 287 | +59,647 | 30.09% | Q4 2025 | Feb 10, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Added to | 256,954 | 175,998 | 4.21% | 4.22% | 288 | +1,805 | 0.71% | Q4 2025 | Feb 03, 2026 |
| MONTAG A & ASSOCIATES INC | History | Added to | 256,014 | 175,354 | 8.0% | 7.28% | 289 | +19,583 | 8.28% | Q4 2025 | Feb 02, 2026 |
| Atlantic Union Bankshares Corp | History | Reduced | 253,996 | 173,972 | 3.26% | 3.27% | 290 | -5,678 | -2.19% | Q4 2025 | Feb 04, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Reduced | 252,588 | 173,007 | 11.15% | 11.18% | 291 | -719 | -0.28% | Q4 2025 | Jan 26, 2026 |
| Leverty Financial Group, LLC | History | Added to | 251,427 | 172,212 | 41.18% | 38.86% | 292 | +27,721 | 12.39% | Q4 2025 | Jan 09, 2026 |
| Atria Investments, Inc | History | Added to | 251,381 | 172,181 | 1.96% | 1.69% | 293 | +30,777 | 13.95% | Q4 2025 | Feb 05, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 249,755 | 171,067 | 0.1% | 0.06% | 294 | +97,003 | 63.5% | Q4 2025 | Feb 13, 2026 |
| DT Investment Partners, LLC | History | Added to | 249,503 | 170,894 | 14.15% | 14.09% | 295 | +606 | 0.24% | Q4 2025 | Feb 10, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 246,455 | 168,806 | 5.1% | 5.04% | 296 | +14,732 | 6.36% | Q4 2025 | Feb 13, 2026 |
| Mandatum Life Insurance Co Ltd | History | Added to | 245,868 | 168,404 | 38.45% | 37.76% | 297 | +9,671 | 4.09% | Q4 2025 | Feb 11, 2026 |
| Spire Wealth Management | History | Reduced | 242,143 | 165,853 | 5.55% | 5.56% | 298 | -1,957 | -0.8% | Q4 2025 | Jan 14, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Added to | 238,498 | 163,357 | 11.04% | 10.91% | 299 | +7,276 | 3.15% | Q4 2025 | Jan 08, 2026 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | History | Reduced | 237,461 | 163,197 | 1.14% | 1.76% | 300 | -108,227 | -31.31% | Q4 2025 | Feb 17, 2026 |
| FineMark National Bank & Trust | History | Added to | 237,563 | 162,716 | 5.08% | 5.01% | 301 | +8,185 | 3.57% | Q4 2025 | Feb 12, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 315,833 | 162,687 | 3.61% | 3.58% | 302 | +80,965 | 34.47% | Q4 2025 | Feb 04, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 236,187 | 161,774 | 1.97% | 1.79% | 303 | +23,679 | 11.14% | Q4 2025 | Jan 21, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | Reduced | 234,670 | 160,734 | 6.09% | 5.94% | 304 | -100,230 | -29.93% | Q4 2025 | Feb 04, 2026 |
| Financial Synergies Wealth Advisors, Inc. | History | Added to | 234,619 | 160,699 | 15.52% | 15.77% | 305 | +1,789 | 0.77% | Q4 2025 | Feb 06, 2026 |
| COMMERCE BANK | History | Added to | 232,275 | 159,094 | 0.88% | 0.83% | 306 | +8,443 | 3.77% | Q4 2025 | Feb 13, 2026 |
| Summit Financial, LLC | History | Reduced | 230,276 | 157,725 | 2.32% | 2.4% | 307 | -5,031 | -2.14% | Q4 2025 | Feb 13, 2026 |
| Advisory Services Network, LLC | History | Added to | 229,540 | 157,220 | 2.22% | 1.89% | 308 | +36,698 | 19.03% | Q4 2025 | Feb 17, 2026 |
| HOME FEDERAL BANK OF TENNESSEE | History | Reduced | 222,069 | 152,103 | 39.53% | 39.92% | 309 | -882 | -0.4% | Q4 2025 | Jan 20, 2026 |
| Single Point Partners, LLC | History | Added to | 221,909 | 151,994 | 30.05% | 30.09% | 310 | +421 | 0.19% | Q4 2025 | Jan 26, 2026 |
| BANK OF HAWAII | History | Reduced | 221,533 | 151,736 | 7.5% | 7.43% | 311 | -705 | -0.32% | Q4 2025 | Mar 03, 2026 |
| Litman Gregory Wealth Management LLC | History | Reduced | 220,538 | 151,055 | 11.04% | 11.29% | 312 | -6,542 | -2.88% | Q4 2025 | Feb 12, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 220,484 | 151,018 | 0.09% | 0.14% | 313 | -129,989 | -37.09% | Q4 2025 | Feb 13, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 218,740 | 149,823 | 0.28% | 0.29% | 314 | -4,572 | -2.05% | Q4 2025 | Feb 12, 2026 |
| Planning Project LLC | History | New | 218,300 | 149,522 | 37.57% | — | 315 | +218,300 | New | Q4 2025 | Feb 12, 2026 |
| RPTC Inc. | History | Added to | 217,296 | 148,834 | 24.99% | 25.31% | 316 | +714 | 0.33% | Q4 2025 | Feb 17, 2026 |
| HB Wealth Management, LLC | History | Added to | 216,099 | 148,015 | 0.96% | 0.94% | 317 | +9,065 | 4.38% | Q4 2025 | Jan 28, 2026 |
| Investment Management Corp of Ontario | History | Reduced | 214,291 | 146,776 | 1.95% | 5.75% | 318 | -351,653 | -62.14% | Q4 2025 | Feb 17, 2026 |
| Mutual Advisors, LLC | History | Reduced | 213,258 | 146,068 | 3.13% | 3.22% | 319 | -3,381 | -1.56% | Q4 2025 | Feb 02, 2026 |
| FULTON BREAKEFIELD BROENNIMAN LLC | History | Added to | 211,774 | 145,052 | 9.15% | 8.75% | 320 | +9,333 | 4.61% | Q4 2025 | Jan 21, 2026 |
| PKO Investment Management Joint-Stock Co | History | Added to | 211,605 | 144,936 | 11.56% | 11.74% | 321 | +6,359 | 3.1% | Q4 2025 | Feb 02, 2026 |
| MASON STREET ADVISORS, LLC | History | Added to | 210,793 | 144,380 | 14.21% | 14.55% | 322 | +1,123 | 0.54% | Q4 2025 | Feb 04, 2026 |
| Narwhal Capital Management | History | Added to | 210,559 | 144,220 | 10.48% | 10.11% | 323 | +6,640 | 3.26% | Q4 2025 | Jan 30, 2026 |
| Teramo Advisors, LLC | History | Added to | 210,500 | 144,179 | 37.13% | 27.41% | 324 | +60,000 | 39.87% | Q4 2025 | Feb 06, 2026 |
| RiverFront Investment Group, LLC | History | Added to | 210,451 | 144,146 | 2.38% | 2.46% | 325 | +1,032 | 0.49% | Q4 2025 | Feb 05, 2026 |
| Stairway Partners, LLC | History | Reduced | 209,190 | 143,282 | 7.42% | 8.59% | 326 | -32,441 | -13.43% | Q4 2025 | Jan 05, 2026 |
| Resonant Capital Advisors, LLC | History | Added to | 208,786 | 143,005 | 7.86% | 7.92% | 327 | +5,816 | 2.87% | Q4 2025 | Jan 29, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 208,317 | 142,684 | 1.4% | 1.51% | 328 | -11,236 | -5.12% | Q4 2025 | Feb 13, 2026 |
| Bricktown Capital, LLC | History | Reduced | 207,395 | 142,053 | 23.91% | 24.37% | 329 | -13,600 | -6.15% | Q4 2025 | Jan 15, 2026 |
| AGAVE CAPITAL MANAGEMENT Ltd | History | New | 205,129 | 140,993 | 23.56% | — | 330 | +205,129 | New | Q4 2025 | Feb 11, 2026 |
| Alternative Investment Advisors, LLC. | History | New | 205,779 | 140,948 | 60.65% | — | 331 | +205,779 | New | Q4 2025 | Feb 24, 2026 |
| FIRST INTERSTATE BANK | History | Added to | 202,676 | 138,820 | 7.45% | 7.44% | 332 | +1,363 | 0.68% | Q4 2025 | Jan 29, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | Added to | 202,547 | 138,732 | 2.22% | 2.12% | 333 | +7,255 | 3.71% | Q4 2025 | Jan 13, 2026 |
| ESL Trust Services, LLC | History | Added to | 201,392 | 137,941 | 26.48% | 15.39% | 334 | +84,201 | 71.85% | Q4 2025 | Feb 10, 2026 |
| St. Clair Advisors, LLC | History | Added to | 200,832 | 137,557 | 35.5% | 35.62% | 335 | +338 | 0.17% | Q4 2025 | Jan 20, 2026 |
| Rezny Wealth Management, Inc. | History | Added to | 200,649 | 137,432 | 27.7% | 27.71% | 336 | +2,263 | 1.14% | Q4 2025 | Feb 03, 2026 |
| Crewe Advisors LLC | History | Added to | 200,342 | 137,222 | 12.16% | 12.57% | 337 | +3,492 | 1.77% | Q4 2025 | Jan 16, 2026 |
| Callan Family Office, LLC | History | Added to | 199,877 | 136,903 | 2.94% | 3.66% | 338 | +28,339 | 16.52% | Q4 2025 | Feb 12, 2026 |
| EP Wealth Advisors, LLC | History | New | 198,621 | 136,043 | 0.71% | — | 339 | +198,621 | New | Q4 2025 | Feb 18, 2026 |
| Capital Analysts, LLC | History | Reduced | 198,019 | 135,631 | 4.13% | 4.13% | 340 | -13,635 | -6.44% | Q4 2025 | Feb 11, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 197,046 | 134,964 | 3.3% | 3.36% | 341 | -684 | -0.35% | Q4 2025 | Jan 28, 2026 |
| HORAN Wealth, LLC | History | Added to | 196,307 | 134,458 | 20.66% | 20.17% | 342 | +5,108 | 2.67% | Q4 2025 | Feb 04, 2026 |
| UNIVERSITY OF CHICAGO | History | No change | 195,789 | 134,103 | 64.86% | 64.04% | 343 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Added to | 194,530 | 133,241 | 14.34% | 13.2% | 344 | +17,584 | 9.94% | Q4 2025 | Jan 28, 2026 |
| StoneX Group Inc. | History | Added to | 192,973 | 132,385 | 5.74% | 5.4% | 345 | +7,988 | 4.32% | Q4 2025 | Feb 12, 2026 |
| EASTERN BANK | History | Added to | 193,180 | 132,316 | 2.28% | 1.79% | 346 | +42,671 | 28.35% | Q4 2025 | Jan 14, 2026 |
| MACKENZIE FINANCIAL CORP | History | Added to | 190,271 | 131,013 | 0.16% | 0.15% | 347 | +3,566 | 1.91% | Q4 2025 | Feb 18, 2026 |
| Abundance Wealth Counselors | History | Reduced | 191,110 | 130,897 | 22.1% | 21.96% | 348 | -299 | -0.16% | Q4 2025 | Jan 26, 2026 |
| CATALYST FINANCIAL PARTNERS LLC | History | Added to | 190,748 | 130,650 | 14.57% | 14.66% | 349 | +9,100 | 5.01% | Q4 2025 | Feb 04, 2026 |
| Core Wealth Advisors, Inc. | History | Added to | 187,849 | 128,665 | 33.38% | 32.36% | 350 | +2,418 | 1.3% | Q4 2025 | Feb 17, 2026 |
| VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | History | Reduced | 187,057 | 128,123 | 37.26% | 37.1% | 351 | -2,467 | -1.3% | Q4 2025 | Feb 12, 2026 |
| BBR PARTNERS, LLC | History | Reduced | 186,242 | 127,564 | 6.84% | 7.31% | 352 | -3,168 | -1.67% | Q4 2025 | Feb 11, 2026 |
| Financial Advisory Corp | History | Reduced | 184,231 | 126,187 | 18.35% | 18.44% | 353 | -2,880 | -1.54% | Q4 2025 | Jan 27, 2026 |
| BSW Wealth Partners | History | Reduced | 182,892 | 125,270 | 15.03% | 16.09% | 354 | -10,105 | -5.24% | Q4 2025 | Jan 23, 2026 |
| JANUS HENDERSON GROUP PLC | History | Added to | 182,534 | 125,024 | 0.06% | 0.05% | 355 | +6,006 | 3.4% | Q4 2025 | Feb 17, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Added to | 182,345 | 124,895 | 1.37% | 1.38% | 356 | +390 | 0.21% | Q4 2025 | Feb 12, 2026 |
| Advisors Capital Management, LLC | History | Added to | 182,258 | 124,836 | 1.47% | 1.42% | 357 | +10,867 | 6.34% | Q4 2025 | Jan 29, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 181,961 | 124,632 | 22.66% | 1.89% | 358 | +4,386 | 2.47% | Q4 2025 | Mar 04, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 181,699 | 124,452 | 1.9% | 0.86% | 359 | +103,743 | 133.08% | Q4 2025 | Jan 13, 2026 |
| Winthrop Advisory Group LLC | History | Added to | 181,625 | 124,402 | 10.54% | 10.54% | 360 | +1,541 | 0.86% | Q4 2025 | Jan 21, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 180,777 | 123,821 | 3.23% | 3.7% | 361 | -2,430 | -1.33% | Q4 2025 | Feb 02, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 179,434 | 122,901 | 4.48% | 5.62% | 362 | +1,034 | 0.58% | Q4 2025 | Feb 09, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 177,214 | 121,381 | 0.36% | 0.35% | 363 | +5,110 | 2.97% | Q4 2025 | Feb 13, 2026 |
| Brookstone Capital Management | History | Added to | 176,687 | 121,019 | 1.38% | 1.35% | 364 | +7,225 | 4.26% | Q4 2025 | Jan 15, 2026 |
| STOCK YARDS BANK & TRUST CO | History | Added to | 175,745 | 120,374 | 3.68% | 3.57% | 365 | +5,386 | 3.16% | Q4 2025 | Jan 21, 2026 |
| Integrated Advisors Network LLC | History | Added to | 174,916 | 119,806 | 5.3% | 4.67% | 366 | +8,945 | 5.39% | Q4 2025 | Feb 17, 2026 |
| ALPS ADVISORS INC | History | Reduced | 172,344 | 118,045 | 0.69% | 0.65% | 367 | -2,900 | -1.65% | Q4 2025 | Feb 12, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 172,240 | 117,974 | 2.11% | 2.29% | 368 | +4,698 | 2.8% | Q4 2025 | Jan 16, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Reduced | 172,108 | 117,883 | 5.67% | 5.73% | 369 | -479 | -0.28% | Q4 2025 | Feb 04, 2026 |
| May Hill Capital, LLC | History | Added to | 171,318 | 117,341 | 15.35% | 16.54% | 370 | +86,987 | 103.15% | Q4 2025 | Feb 05, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 171,258 | 117,301 | 4.05% | 4.01% | 371 | +5,651 | 3.41% | Q4 2025 | Jan 14, 2026 |
| King Wealth Management Group | History | Added to | 170,844 | 117,018 | 14.1% | 14.18% | 372 | +2,270 | 1.35% | Q4 2025 | Feb 09, 2026 |
| Chandler Asset Management, Inc. | History | Added to | 170,651 | 116,885 | 18.5% | 18.4% | 373 | +3,150 | 1.88% | Q4 2025 | Feb 13, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 170,089 | 116,500 | 0.71% | 0.72% | 374 | +915 | 0.54% | Q4 2025 | Jan 29, 2026 |
| HWG Holdings LP | History | Added to | 168,862 | 115,660 | 28.02% | 11.21% | 375 | +102,785 | 155.55% | Q4 2025 | Jan 12, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Reduced | 166,576 | 114,094 | 2.15% | 2.24% | 376 | -1,829 | -1.09% | Q4 2025 | Feb 10, 2026 |
| Onyx Bridge Wealth Group LLC | History | Reduced | 163,549 | 112,021 | 11.92% | 11.98% | 377 | -1,124 | -0.68% | Q4 2025 | Feb 18, 2026 |
| Brevan Howard Capital Management LP | History | New | 162,970 | 112,015 | 1.22% | — | 378 | +162,970 | New | Q4 2025 | Feb 17, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Added to | 159,791 | 111,037 | 2.31% | 2.23% | 379 | +3,818 | 2.45% | Q4 2025 | Jan 26, 2026 |
| Global Retirement Partners, LLC | History | Added to | 162,041 | 110,988 | 1.97% | 2.19% | 380 | +16,199 | 11.11% | Q4 2025 | Feb 06, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Reduced | 162,015 | 110,970 | 2.32% | 2.35% | 381 | -702 | -0.43% | Q4 2025 | Feb 18, 2026 |
| Requisite Capital Management, LLC | History | Added to | 160,129 | 109,678 | 20.8% | 17.94% | 382 | +445 | 0.28% | Q4 2025 | Feb 05, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | New | 159,524 | 109,264 | 18.02% | — | 383 | +159,524 | New | Q4 2025 | Feb 18, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Reduced | 159,079 | 108,961 | 2.24% | 2.9% | 384 | -82,920 | -34.26% | Q4 2025 | Feb 05, 2026 |
| JGP Wealth Management, LLC | History | Added to | 158,376 | 108,477 | 11.31% | 10.46% | 385 | +18,004 | 12.83% | Q4 2025 | Jan 12, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 158,110 | 108,295 | 0.24% | 0.15% | 386 | +62,525 | 65.41% | Q4 2025 | Feb 17, 2026 |
| Wealth Group Ltd | History | Reduced | 157,873 | 108,133 | 24.2% | 26.63% | 387 | -14,091 | -8.19% | Q4 2025 | Jan 12, 2026 |
| Ironclad Investments LLC | History | Reduced | 155,164 | 106,278 | 49.68% | 50.1% | 388 | -2,500 | -1.59% | Q4 2025 | Feb 18, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Added to | 154,615 | 105,901 | 1.76% | 1.77% | 389 | +50 | 0.03% | Q4 2025 | Jan 28, 2026 |
| ORRSTOWN FINANCIAL SERVICES INC | History | Added to | 153,487 | 105,129 | 17.53% | 17.32% | 390 | +2,248 | 1.49% | Q4 2025 | Jan 15, 2026 |
| SATOVSKY ASSET MANAGEMENT LLC | History | Reduced | 153,309 | 105,007 | 20.35% | 20.78% | 391 | -2,222 | -1.43% | Q4 2025 | Feb 13, 2026 |
| GLENMEDE TRUST CO NA | History | New | 152,185 | 104,237 | 0.49% | — | 392 | +152,185 | New | Q4 2025 | Feb 17, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | Added to | 151,384 | 103,925 | 28.34% | 28.35% | 393 | +4,251 | 2.89% | Q4 2025 | Jan 28, 2026 |
| Wilmington Savings Fund Society, FSB | History | Added to | 151,624 | 103,853 | 2.44% | 2.23% | 394 | +13,493 | 9.77% | Q4 2025 | Feb 12, 2026 |
| Modern Wealth Management, LLC | History | Added to | 151,510 | 103,775 | 1.89% | 1.59% | 395 | +31,735 | 26.5% | Q4 2025 | Feb 17, 2026 |
| Arvest Bank Trust Division | History | Reduced | 151,493 | 103,763 | 5.62% | 5.77% | 396 | -4,039 | -2.6% | Q4 2025 | Feb 09, 2026 |
| Amtrust Financial Services, Inc. | History | No change | 150,300 | 102,946 | 32.62% | 33.45% | 397 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| PDS Planning, Inc | History | Reduced | 150,189 | 102,870 | 6.87% | 6.99% | 398 | -784 | -0.52% | Q4 2025 | Jan 26, 2026 |
| Divergent Planning, LLC | History | Added to | 148,837 | 102,130 | 26.08% | 26.37% | 399 | +1,310 | 0.89% | Q4 2025 | Jan 12, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Added to | 147,817 | 101,932 | 3.02% | 0.42% | 400 | +137,882 | 1387.84% | Q4 2025 | Feb 13, 2026 |
| 3EDGE Asset Management, LP | History | Reduced | 147,784 | 101,223 | 5.25% | 5.67% | 401 | -2,364 | -1.57% | Q4 2025 | Feb 06, 2026 |
| Summit Financial Strategies, Inc. | History | Added to | 147,751 | 101,200 | 8.32% | 8.16% | 402 | +5,595 | 3.94% | Q4 2025 | Jan 27, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 147,149 | 100,788 | 1.15% | 1.13% | 403 | +49,100 | 50.08% | Q4 2025 | Jan 29, 2026 |
| Tortoise Investment Management, LLC | History | Reduced | 147,003 | 100,687 | 8.84% | 9.04% | 404 | -4,601 | -3.03% | Q4 2025 | Feb 06, 2026 |
| Banco Santander, S.A. | History | New | 145,918 | 99,945 | 0.75% | — | 405 | +145,918 | New | Q4 2025 | Feb 13, 2026 |
| UNIQUE WEALTH, LLC | History | Added to | 145,644 | 99,757 | 13.93% | 8.76% | 406 | +56,392 | 63.18% | Q4 2025 | Jan 06, 2026 |
| Icon Wealth Advisors, LLC | History | Added to | 145,582 | 99,715 | 6.64% | 6.44% | 407 | +3,724 | 2.63% | Q4 2025 | Feb 13, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Reduced | 144,978 | 99,300 | 5.55% | 5.87% | 408 | -22,319 | -13.34% | Q4 2025 | Feb 06, 2026 |
| GREAT LAKES ADVISORS, LLC | History | Added to | 143,039 | 97,972 | 0.8% | 0.79% | 409 | +2,453 | 1.74% | Q4 2025 | Feb 12, 2026 |
| Arkadios Wealth Advisors | History | Added to | 142,967 | 97,923 | 1.9% | 2.05% | 410 | +15,551 | 12.2% | Q4 2025 | Feb 13, 2026 |
| RTD Financial Advisors, Inc. | History | Added to | 142,793 | 97,804 | 11.93% | 11.38% | 411 | +1,314 | 0.93% | Q4 2025 | Jan 27, 2026 |
| Private Wealth Asset Management, LLC | History | Added to | 142,321 | 97,481 | 10.6% | 10.83% | 412 | +5,135 | 3.74% | Q4 2025 | Feb 10, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Reduced | 142,017 | 97,273 | 16.32% | 17.0% | 413 | -2,215 | -1.54% | Q4 2025 | Feb 10, 2026 |
| Arcataur Capital Management LLC | History | Added to | 141,847 | 97,156 | 27.82% | 27.38% | 414 | +2,668 | 1.92% | Q4 2025 | Jan 27, 2026 |
| Betterment LLC | History | Reduced | 141,807 | 97,129 | 0.19% | 0.19% | 415 | -3,055 | -2.11% | Q4 2025 | Feb 12, 2026 |
| CenturyLink Investment Management Co | History | Reduced | 141,402 | 96,851 | 100.0% | 100.0% | 416 | -21,802 | -13.36% | Q4 2025 | Jan 07, 2026 |
| FFT WEALTH MANAGEMENT LLC | History | Reduced | 141,372 | 96,831 | 18.44% | 20.38% | 417 | -24,455 | -14.75% | Q4 2025 | Feb 09, 2026 |
| Grant Street Asset Management, Inc. | History | Added to | 141,040 | 96,603 | 19.46% | 16.94% | 418 | +21,246 | 17.74% | Q4 2025 | Jan 28, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 140,600 | 96,302 | 1.24% | 1.24% | 419 | +1,121 | 0.8% | Q4 2025 | Feb 05, 2026 |
| Compound Planning, Inc. | History | Added to | 139,219 | 95,356 | 2.8% | 2.92% | 420 | +4,214 | 3.12% | Q4 2025 | Feb 19, 2026 |
| Progeny 3, Inc. | History | No change | 139,069 | 95,253 | 5.13% | 4.8% | 421 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Baker Avenue Asset Management, LP | History | Added to | 139,040 | 95,233 | 2.2% | 2.17% | 422 | +3,807 | 2.82% | Q4 2025 | Feb 10, 2026 |
| CAPE COD FIVE CENTS SAVINGS BANK | History | No change | 164,213 | 94,721 | 8.67% | 8.67% | 423 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| COUNTRY TRUST BANK | History | Added to | 137,775 | 94,367 | 1.71% | 2.01% | 424 | +447 | 0.33% | Q4 2025 | Jan 21, 2026 |
| CHOREO, LLC | History | Reduced | 136,512 | 94,182 | 1.2% | 1.21% | 425 | -2,086 | -1.51% | Q4 2025 | Jan 23, 2026 |
| AlTi Global, Inc. | History | Added to | 175,457 | 93,984 | 2.02% | 1.83% | 426 | +46,942 | 36.53% | Q4 2025 | Feb 13, 2026 |
| Gray Private Wealth, LLC | History | Added to | 136,830 | 93,720 | 45.77% | 45.33% | 427 | +2,552 | 1.9% | Q4 2025 | Feb 04, 2026 |
| GUGGENHEIM CAPITAL LLC | History | No change | 136,471 | 93,474 | 0.67% | 0.66% | 428 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 136,375 | 93,408 | 13.0% | 12.91% | 429 | +907 | 0.67% | Q4 2025 | Jan 29, 2026 |
| North Dakota State Investment Board | History | New | 136,196 | 93,286 | 3.47% | — | 430 | +136,196 | New | Q4 2025 | Feb 05, 2026 |
| Pine Ridge Advisers LLC | History | Added to | 135,026 | 92,484 | 5.52% | 5.38% | 431 | +17 | 0.01% | Q4 2025 | Feb 17, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 135,021 | 92,481 | 4.92% | 4.88% | 432 | +6,112 | 4.74% | Q4 2025 | Jan 20, 2026 |
| Consolidated Portfolio Review Corp | History | Added to | 134,952 | 92,434 | 7.99% | 0.85% | 433 | +124,886 | 1240.67% | Q4 2025 | Jan 26, 2026 |
| Curi Capital, LLC | History | Added to | 134,921 | 92,412 | 1.6% | 1.58% | 434 | +6,438 | 5.01% | Q4 2025 | Feb 17, 2026 |
| BankPlus Trust Department | History | Added to | 134,576 | 92,176 | 24.11% | 23.87% | 435 | +1,349 | 1.01% | Q4 2025 | Jan 27, 2026 |
| TECTONIC ADVISORS LLC | History | Added to | 133,621 | 91,522 | 4.83% | 4.62% | 436 | +7,332 | 5.81% | Q4 2025 | Jan 23, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Added to | 133,031 | 91,118 | 3.98% | 3.71% | 437 | +10,513 | 8.58% | Q4 2025 | Jan 29, 2026 |
| Accredited Investors Inc. | History | Added to | 132,174 | 90,531 | 4.81% | 4.82% | 438 | +2,998 | 2.32% | Q4 2025 | Feb 05, 2026 |
| Savant Capital, LLC | History | Added to | 132,095 | 90,477 | 0.51% | 0.47% | 439 | +17,474 | 15.25% | Q4 2025 | Feb 10, 2026 |
| Trilogy Capital Inc. | History | Added to | 132,035 | 90,436 | 4.04% | 3.95% | 440 | +4,409 | 3.45% | Q4 2025 | Jan 22, 2026 |
| Allworth Financial LP | History | New | 131,882 | 90,331 | 0.37% | — | 441 | +131,882 | New | Q4 2025 | Feb 05, 2026 |
| Cardinal Strategic Wealth Guidance | History | Reduced | 131,088 | 89,787 | 23.46% | 24.69% | 442 | -6,042 | -4.41% | Q4 2025 | Jan 27, 2026 |
| BOKF, NA | History | Reduced | 130,151 | 89,145 | 1.36% | 1.31% | 443 | -126 | -0.1% | Q4 2025 | Feb 03, 2026 |
| AMG National Trust Bank | History | Reduced | 129,949 | 89,006 | 2.09% | 2.14% | 444 | -1,564 | -1.19% | Q4 2025 | Jan 30, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Added to | 129,397 | 88,629 | 8.89% | 8.8% | 445 | +3,478 | 2.76% | Q4 2025 | Jan 27, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 129,349 | 88,595 | 2.16% | 2.12% | 446 | +7,265 | 5.95% | Q4 2025 | Jan 29, 2026 |
| Savvy Advisors, Inc. | History | Added to | 128,636 | 88,108 | 2.85% | 3.09% | 447 | +28,195 | 28.07% | Q4 2025 | Jan 20, 2026 |
| Asio Capital, LLC | History | Added to | 128,570 | 88,062 | 12.42% | 11.09% | 448 | +17,909 | 16.18% | Q4 2025 | Jan 21, 2026 |
| TCP Asset Management, LLC | History | Added to | 128,361 | 87,919 | 14.81% | 14.79% | 449 | +4,497 | 3.63% | Q4 2025 | Jan 07, 2026 |
| Centerpoint Advisors, LLC | History | Reduced | 128,146 | 87,772 | 27.0% | 27.06% | 450 | -2,160 | -1.66% | Q4 2025 | Feb 13, 2026 |
| Parker Investment Management, LLC | History | Added to | 127,973 | 87,654 | 12.42% | 7.6% | 451 | +32,934 | 34.65% | Q4 2025 | Feb 13, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 125,817 | 86,804 | 3.29% | 1.47% | 452 | +90,077 | 252.03% | Q4 2025 | Feb 13, 2026 |
| CIM INVESTMENT MANAGEMENT INC | History | Added to | 126,420 | 86,590 | 22.67% | 22.53% | 453 | +2,386 | 1.92% | Q4 2025 | Feb 17, 2026 |
| New England Professional Planning Group Inc. | History | Added to | 125,878 | 86,219 | 36.13% | 37.12% | 454 | +753 | 0.6% | Q4 2025 | Jan 14, 2026 |
| AMARILLO NATIONAL BANK | History | Reduced | 125,815 | 86,175 | 15.14% | 15.28% | 455 | -4,069 | -3.13% | Q4 2025 | Jan 28, 2026 |
| Bryant Woods Investment Advisors, LLC | History | Reduced | 124,701 | 85,413 | 33.1% | 33.47% | 456 | -3,175 | -2.48% | Q4 2025 | Jan 23, 2026 |
| JSF Financial, LLC | History | Reduced | 124,474 | 85,256 | 17.67% | 18.64% | 457 | -1,059 | -0.84% | Q4 2025 | Feb 04, 2026 |
| Regal Investment Advisors LLC | History | Added to | 124,234 | 85,093 | 5.09% | 5.18% | 458 | +5,342 | 4.49% | Q4 2025 | Feb 17, 2026 |
| Hudock, Inc. | History | Reduced | 123,745 | 84,758 | 12.49% | 12.59% | 459 | -80 | -0.06% | Q4 2025 | Feb 12, 2026 |
| Financial Partners Group, Inc | History | Added to | 120,998 | 84,097 | 9.72% | 9.9% | 460 | +2,217 | 1.87% | Q4 2025 | Feb 03, 2026 |
| Balentine LLC | History | Reduced | 122,312 | 83,776 | 3.18% | 3.05% | 461 | -1,493 | -1.21% | Q4 2025 | Feb 02, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 122,306 | 83,772 | 0.14% | 0.17% | 462 | -16,842 | -12.1% | Q4 2025 | Feb 10, 2026 |
| McNamara Financial Services, Inc. | History | Reduced | 122,150 | 83,665 | 15.87% | 28.77% | 463 | -109,147 | -47.19% | Q4 2025 | Jan 21, 2026 |
| COURIER CAPITAL LLC | History | Reduced | 120,357 | 82,437 | 4.63% | 4.63% | 464 | -404 | -0.33% | Q4 2025 | Jan 29, 2026 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | History | Reduced | 120,172 | 82,310 | 1.27% | 1.77% | 465 | -24,029 | -16.66% | Q4 2025 | Feb 17, 2026 |
| USA FINANCIAL FORMULAS | History | Added to | 118,799 | 81,370 | 14.8% | 14.0% | 466 | +71 | 0.06% | Q4 2025 | Jan 14, 2026 |
| SCS Capital Management LLC | History | Reduced | 118,383 | 81,085 | 0.86% | 0.91% | 467 | -6,193 | -4.97% | Q4 2025 | Feb 10, 2026 |
| Well Done, LLC | History | Added to | 118,119 | 80,904 | 12.09% | 13.39% | 468 | +641 | 0.55% | Q4 2025 | Jan 13, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 118,100 | 80,891 | 0.03% | 0.03% | 469 | +3,635 | 3.18% | Q4 2025 | Feb 11, 2026 |
| Meridian Wealth Advisors, LLC | History | Added to | 117,868 | 80,732 | 11.18% | 10.82% | 470 | +4,045 | 3.55% | Q4 2025 | Feb 17, 2026 |
| Buck Wealth Strategies, LLC | History | Added to | 117,357 | 80,382 | 10.2% | 9.41% | 471 | +14,793 | 14.42% | Q4 2025 | Feb 03, 2026 |
| Ledyard National Bank | History | Reduced | 117,113 | 80,215 | 6.91% | 7.19% | 472 | -2,775 | -2.31% | Q4 2025 | Jan 21, 2026 |
| Mascoma Wealth Management LLC | History | Added to | 116,624 | 79,880 | 17.13% | 17.0% | 473 | +1,387 | 1.2% | Q4 2025 | Feb 04, 2026 |
| FIDUCIENT ADVISORS LLC | History | Added to | 115,400 | 79,041 | 9.8% | 7.85% | 474 | +14,985 | 14.92% | Q4 2025 | Feb 10, 2026 |
| Wealth Architects, LLC | History | Reduced | 115,234 | 78,928 | 7.11% | 7.43% | 475 | -2,376 | -2.02% | Q4 2025 | Feb 17, 2026 |
| Chevy Chase Trust Holdings, LLC | History | Reduced | 114,961 | 78,741 | 0.21% | 0.25% | 476 | -18,895 | -14.12% | Q4 2025 | Feb 13, 2026 |
| Vision Capital Management, Inc. | History | Reduced | 114,893 | 78,694 | 9.49% | 10.12% | 477 | -7,716 | -6.29% | Q4 2025 | Jan 27, 2026 |
| Conrad N. Hilton Foundation | History | No change | 114,347 | 78,320 | 100.0% | 89.75% | 478 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Wharton Business Group, LLC | History | Added to | 113,759 | 77,918 | 2.96% | 3.29% | 479 | +1,160 | 1.03% | Q4 2025 | Feb 11, 2026 |
| Coyle Financial Counsel LLC | History | Added to | 113,317 | 77,615 | 16.59% | 16.53% | 480 | +6,156 | 5.74% | Q4 2025 | Feb 10, 2026 |
| Destination Wealth Management | History | Reduced | 113,236 | 77,560 | 2.03% | 2.19% | 481 | -5,311 | -4.48% | Q4 2025 | Feb 13, 2026 |
| KFA Private Wealth Group, LLC | History | Added to | 111,611 | 76,446 | 18.59% | 18.45% | 482 | +15,128 | 15.68% | Q4 2025 | Jan 07, 2026 |
| Heritage Investment Group, Inc. | History | Added to | 111,150 | 76,130 | 11.59% | 11.63% | 483 | +2,610 | 2.4% | Q4 2025 | Jan 30, 2026 |
| HighMark Wealth Management LLC | History | Added to | 110,309 | 75,555 | 30.79% | 32.18% | 484 | +1,132 | 1.04% | Q4 2025 | Feb 05, 2026 |
| BOK Financial Private Wealth, Inc. | History | Reduced | 110,212 | 75,488 | 4.62% | 4.66% | 485 | -382 | -0.35% | Q4 2025 | Feb 06, 2026 |
| Composition Wealth, LLC | History | Reduced | 109,553 | 75,037 | 1.08% | 1.13% | 486 | -2,947 | -2.62% | Q4 2025 | Feb 02, 2026 |
| Bull Oak Capital, LLC | History | Added to | 109,086 | 74,717 | 30.52% | 30.72% | 487 | +1,010 | 0.93% | Q4 2025 | Feb 02, 2026 |
| NerdWallet Wealth Partners, LLC | History | Added to | 109,007 | 74,569 | 33.42% | 32.46% | 488 | +9,962 | 10.06% | Q4 2025 | Jan 13, 2026 |
| SMITH, MOORE & CO. | History | Added to | 108,101 | 74,042 | 5.6% | 5.54% | 489 | +17 | 0.02% | Q4 2025 | Jan 23, 2026 |
| MidFirst Bank | History | New | 107,929 | 73,924 | 5.89% | — | 490 | +107,929 | New | Q4 2025 | Feb 25, 2026 |
| Ironwood Financial, llc | History | Reduced | 105,716 | 73,814 | 12.52% | 12.71% | 491 | -1,468 | -1.37% | Q4 2025 | Jan 15, 2026 |
| Focus Financial Network, Inc. | History | Added to | 106,343 | 72,838 | 2.54% | 2.52% | 492 | +559 | 0.53% | Q4 2025 | Jan 12, 2026 |
| WALLER FINANCIAL PLANNING GROUP, INC | History | Added to | 106,055 | 72,641 | 16.13% | 12.22% | 493 | +26,466 | 33.25% | Q4 2025 | Jan 13, 2026 |
| Karpus Management, Inc. | History | Reduced | 105,868 | 72,512 | 2.23% | 2.65% | 494 | -19,070 | -15.26% | Q4 2025 | Feb 17, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 105,833 | 72,489 | 0.9% | 0.91% | 495 | +1,115 | 1.06% | Q4 2025 | Jan 29, 2026 |
| BEAM WEALTH ADVISORS, INC. | History | Added to | 105,752 | 72,433 | 19.88% | 19.02% | 496 | +1,454 | 1.39% | Q4 2025 | Feb 04, 2026 |
| Passaic Partners LLC | History | Reduced | 105,738 | 72,424 | 7.5% | 8.53% | 497 | -79 | -0.07% | Q4 2025 | Feb 11, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 105,634 | 72,352 | 1.03% | 0.98% | 498 | -14,478 | -12.05% | Q4 2025 | Feb 02, 2026 |
| Strategic Point Investment Advisors, LLC | History | Added to | 105,364 | 72,167 | 9.98% | 9.71% | 499 | +4,348 | 4.3% | Q4 2025 | Jan 15, 2026 |
| Alaska Permanent Capital Management, LLC | History | Reduced | 104,995 | 71,902 | 5.45% | 5.26% | 500 | -1,845 | -1.73% | Q4 2025 | Feb 13, 2026 |
| Standpoint Asset Management, LLC | History | Reduced | 104,800 | 71,781 | 16.4% | 16.41% | 501 | -3,700 | -3.41% | Q4 2025 | Feb 12, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 104,386 | 71,498 | 0.1% | 0.09% | 502 | +13,939 | 15.41% | Q4 2025 | Feb 10, 2026 |
| CONSILIO WEALTH ADVISORS, LLC | History | New | 104,361 | 71,480 | 20.91% | — | 503 | +104,361 | New | Q4 2025 | Mar 19, 2026 |
| BAR HARBOR WEALTH MANAGEMENT | History | Added to | 104,105 | 71,305 | 4.12% | 4.15% | 504 | +771 | 0.75% | Q4 2025 | Jan 22, 2026 |
| VICUS CAPITAL | History | Reduced | 103,959 | 71,205 | 5.34% | 7.43% | 505 | -41,366 | -28.46% | Q4 2025 | Jan 22, 2026 |
| CLG LLC | History | Added to | 103,842 | 71,125 | 17.71% | 17.72% | 506 | +6,624 | 6.81% | Q4 2025 | Jan 15, 2026 |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | History | Reduced | 103,000 | 71,061 | 1.26% | 2.46% | 507 | -107,000 | -50.95% | Q4 2025 | Feb 12, 2026 |
| 26North Partners LP | History | Added to | 103,499 | 70,890 | 100.0% | 100.0% | 508 | +222 | 0.21% | Q4 2025 | Feb 17, 2026 |
| Harfst & Associates, Inc. | History | Reduced | 103,484 | 70,880 | 12.78% | 13.07% | 509 | -2,417 | -2.28% | Q4 2025 | Feb 10, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Reduced | 103,402 | 70,823 | 6.81% | 6.84% | 510 | -3,110 | -2.92% | Q4 2025 | Feb 23, 2026 |
| Visionary Wealth Advisors | History | Added to | 103,367 | 70,799 | 3.19% | 3.11% | 511 | +3,684 | 3.7% | Q4 2025 | Feb 13, 2026 |
| Affinity Capital Advisors, LLC | History | Added to | 103,059 | 70,589 | 9.77% | 9.98% | 512 | +6,503 | 6.73% | Q4 2025 | Jan 09, 2026 |
| IHT Wealth Management, LLC | History | Added to | 102,554 | 70,244 | 1.71% | 1.73% | 513 | +570 | 0.56% | Q4 2025 | Feb 17, 2026 |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | History | Reduced | 102,421 | 70,152 | 5.2% | 4.7% | 514 | -953 | -0.92% | Q4 2025 | Jan 23, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | History | Added to | 101,896 | 69,792 | 2.9% | 2.87% | 515 | +1,770 | 1.77% | Q4 2025 | Feb 13, 2026 |
| BROWN WEALTH MANAGEMENT, LLC | History | Added to | 101,567 | 69,567 | 18.3% | 8.92% | 516 | +54,095 | 113.95% | Q4 2025 | Feb 06, 2026 |
| Rakuten Investment Management, Inc. | History | No change | 104,287 | 69,534 | 0.23% | 0.25% | 517 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| M Holdings Securities, Inc. | History | Added to | 101,277 | 69,369 | 4.97% | 11.37% | 518 | +20,927 | 26.04% | Q4 2025 | Feb 11, 2026 |
| Crescent Grove Advisors, LLC | History | Reduced | 100,513 | 68,845 | 6.39% | 6.48% | 519 | -1,480 | -1.45% | Q4 2025 | Feb 11, 2026 |
| KMT WEALTH MANAGEMENT, LLC | History | Reduced | 100,082 | 68,550 | 36.69% | 37.05% | 520 | -2,701 | -2.63% | Q4 2025 | Feb 05, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 99,831 | 68,378 | 7.22% | 7.24% | 521 | +1,847 | 1.89% | Q4 2025 | Feb 13, 2026 |
| CONNING INC. | History | Reduced | 99,405 | 68,086 | 2.28% | 2.24% | 522 | -1,141 | -1.13% | Q4 2025 | Feb 05, 2026 |
| Towercrest Capital Management | History | Added to | 99,339 | 68,075 | 10.73% | 10.39% | 523 | +2,588 | 2.67% | Q4 2025 | Jan 21, 2026 |
| Lineweaver Wealth Advisors, LLC | History | Added to | 98,653 | 67,571 | 9.15% | 9.52% | 524 | +1,526 | 1.57% | Q4 2025 | Jan 14, 2026 |
| SSI INVESTMENT MANAGEMENT LLC | History | Reduced | 98,100 | 67,192 | 4.56% | 4.52% | 525 | -955 | -0.96% | Q4 2025 | Feb 10, 2026 |
| Midwest Trust Co | History | Added to | 97,229 | 66,596 | 0.83% | 0.79% | 526 | +6,548 | 7.22% | Q4 2025 | Feb 04, 2026 |
| Twele Capital Management, Inc. | History | Added to | 95,681 | 65,535 | 11.71% | 11.67% | 527 | +1,193 | 1.26% | Q4 2025 | Jan 09, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 95,299 | 65,292 | 0.49% | — | 528 | +95,299 | New | Q4 2025 | Feb 18, 2026 |
| TITAN GLOBAL CAPITAL MANAGEMENT USA LLC | History | Added to | 95,302 | 65,276 | 9.35% | 8.18% | 529 | +12,327 | 14.86% | Q4 2025 | Feb 10, 2026 |
| BANK OF STOCKTON | History | Reduced | 95,257 | 65,245 | 18.68% | 18.37% | 530 | -1,039 | -1.08% | Q4 2025 | Jan 21, 2026 |
| World Investment Advisors | History | Added to | 95,079 | 65,123 | 1.06% | 0.69% | 531 | +44,307 | 87.27% | Q4 2025 | Mar 12, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | Added to | 94,190 | 64,514 | 20.81% | 8.27% | 532 | +19,163 | 25.54% | Q4 2025 | Jan 27, 2026 |
| Crestmont Private Wealth LLC | History | Reduced | 94,121 | 64,467 | 20.95% | 21.58% | 533 | -3,473 | -3.56% | Q4 2025 | Feb 10, 2026 |
| Per Stirling Capital Management, LLC. | History | Reduced | 93,992 | 64,379 | 7.23% | 7.56% | 534 | -428 | -0.45% | Q4 2025 | Feb 17, 2026 |
| Roth Financial Partners LLC | History | Reduced | 93,784 | 64,236 | 21.19% | 21.21% | 535 | -251 | -0.27% | Q4 2025 | Jan 29, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 92,974 | 63,681 | 0.36% | 0.36% | 536 | +3,748 | 4.2% | Q4 2025 | Feb 03, 2026 |
| BARCLAYS PLC | History | Reduced | 92,894 | 63,626 | 0.02% | 0.02% | 537 | -58,935 | -38.82% | Q4 2025 | Feb 13, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 92,865 | 63,607 | 4.16% | 3.9% | 538 | +7,457 | 8.73% | Q4 2025 | Jan 23, 2026 |
| Foster Group, Inc. | History | Added to | 92,756 | 63,532 | 1.92% | 1.81% | 539 | +6,623 | 7.69% | Q4 2025 | Jan 12, 2026 |
| Sowell Financial Services LLC | History | Added to | 92,667 | 63,471 | 2.33% | 2.16% | 540 | +8,503 | 10.1% | Q4 2025 | Jan 21, 2026 |
| Parkside Investments, LLC | History | Reduced | 92,247 | 63,183 | 7.96% | 7.87% | 541 | -1,876 | -1.99% | Q4 2025 | Feb 09, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 92,200 | 63,145 | 0.39% | 0.39% | 542 | +2,344 | 2.61% | Q4 2025 | Jan 27, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | Added to | 92,142 | 63,111 | 3.47% | 3.39% | 543 | +2,521 | 2.81% | Q4 2025 | Feb 13, 2026 |
| CX Institutional | History | Added to | 91,842 | 62,907 | 1.88% | 1.86% | 544 | +163 | 0.18% | Q4 2025 | Feb 02, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 91,731 | 62,830 | 1.96% | 2.43% | 545 | -20,902 | -18.56% | Q4 2025 | Jan 06, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | Reduced | 91,498 | 62,785 | 9.93% | 10.27% | 546 | -784 | -0.85% | Q4 2025 | Jan 08, 2026 |
| Ancora Advisors LLC | History | Added to | 91,450 | 62,638 | 1.29% | 1.18% | 547 | +3,022 | 3.42% | Q4 2025 | Feb 17, 2026 |
| ROGCO, LP | History | Added to | 91,429 | 62,623 | 20.74% | 20.76% | 548 | +3,126 | 3.54% | Q4 2025 | Jan 30, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | Reduced | 91,417 | 62,614 | 3.12% | 3.08% | 549 | -1,081 | -1.17% | Q4 2025 | Feb 02, 2026 |
| COLTON GROOME FINANCIAL ADVISORS, LLC | History | Added to | 91,412 | 62,611 | 17.95% | 17.64% | 550 | +5,509 | 6.41% | Q4 2025 | Feb 10, 2026 |
| Beaumont Financial Advisors, LLC | History | Reduced | 90,809 | 62,198 | 4.1% | 4.07% | 551 | -171 | -0.19% | Q4 2025 | Jan 16, 2026 |
| Central Pacific Bank - Trust Division | History | Added to | 90,683 | 62,112 | 7.62% | 6.86% | 552 | +5,883 | 6.94% | Q4 2025 | Jan 07, 2026 |
| Sovereign Investment Advisors, LLC | History | Added to | 90,638 | 62,081 | 15.53% | 15.04% | 553 | +8,266 | 10.03% | Q4 2025 | Feb 13, 2026 |
| Madrona Financial Services, LLC | History | Reduced | 90,207 | 61,786 | 13.2% | 13.32% | 554 | -29 | -0.03% | Q4 2025 | Jan 22, 2026 |
| Sharkey, Howes & Javer | History | Added to | 90,055 | 61,682 | 7.84% | 7.36% | 555 | +4,514 | 5.28% | Q4 2025 | Jan 13, 2026 |
| Marble Wealth, LLC | History | New | 89,246 | 61,128 | 8.49% | — | 556 | +89,246 | New | Q4 2025 | Feb 10, 2026 |
| Waterford Advisors, LLC | History | Reduced | 89,097 | 61,026 | 23.84% | 21.16% | 557 | -2,346 | -2.57% | Q4 2025 | Feb 20, 2026 |
| Kovack Advisors, Inc. | History | Added to | 89,095 | 61,024 | 2.84% | 2.4% | 558 | +51,066 | 134.28% | Q4 2025 | Feb 17, 2026 |
| MARINO, STRAM & ASSOCIATES LLC | History | Added to | 88,098 | 60,341 | 10.9% | 10.49% | 559 | +963 | 1.11% | Q4 2025 | Jan 16, 2026 |
| Beaumont Asset Management, L.L.C. | History | Reduced | 87,628 | 60,019 | 29.99% | 29.57% | 560 | -186 | -0.21% | Q4 2025 | Jan 21, 2026 |
| Rossmore Private Capital | History | Added to | 87,566 | 59,977 | 5.34% | 5.84% | 561 | +6,522 | 8.05% | Q4 2025 | Feb 05, 2026 |
| New World Advisors LLC | History | Added to | 87,531 | 59,953 | 10.26% | 10.28% | 562 | +3,632 | 4.33% | Q4 2025 | Feb 06, 2026 |
| Rafferty Asset Management, LLC | History | No change | 87,516 | 59,943 | 0.21% | 0.19% | 563 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SWMG, LLC | History | Added to | 86,010 | 59,672 | 16.57% | 16.84% | 564 | +3,488 | 4.23% | Q4 2025 | Feb 10, 2026 |
| Enclave Advisors LLC | History | Added to | 86,886 | 59,511 | 8.43% | 8.7% | 565 | +1,757 | 2.06% | Q4 2025 | Jan 14, 2026 |
| Bluesphere Advisors LLC | History | Added to | 86,874 | 59,503 | 26.32% | 26.32% | 566 | +1,103 | 1.29% | Q4 2025 | Jan 21, 2026 |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | History | Added to | 86,874 | 59,503 | 8.59% | 8.44% | 567 | +729 | 0.85% | Q4 2025 | Feb 06, 2026 |
| Smithfield Trust Co | History | Reduced | 86,520 | 59,255 | 2.62% | 2.6% | 568 | -394 | -0.45% | Q4 2025 | Feb 09, 2026 |
| BONTEMPO OHLY CAPITAL MGMT LLC | History | Reduced | 85,940 | 58,863 | 25.36% | 25.21% | 569 | -1,023 | -1.18% | Q4 2025 | Feb 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 85,596 | 58,627 | 1.19% | 1.31% | 570 | -504 | -0.59% | Q4 2025 | Feb 09, 2026 |
| AAF Wealth Management, LLC | History | Reduced | 85,528 | 58,581 | 24.7% | 26.27% | 571 | -1,113 | -1.28% | Q4 2025 | Feb 06, 2026 |
| Bernardo Wealth Planning LLC | History | Added to | 85,320 | 58,438 | 11.14% | 11.19% | 572 | +22 | 0.03% | Q4 2025 | Jan 26, 2026 |
| Diversified Enterprises, LLC | History | Reduced | 85,189 | 58,349 | 3.47% | 3.9% | 573 | -1,329 | -1.54% | Q4 2025 | Jan 28, 2026 |
| Argent Trust Co | History | Added to | 84,961 | 58,193 | 2.0% | 1.72% | 574 | +12,458 | 17.18% | Q4 2025 | Feb 10, 2026 |
| RIVERBRIDGE PARTNERS LLC | History | Added to | 84,924 | 58,167 | 1.09% | 0.07% | 575 | +78,407 | 1203.11% | Q4 2025 | Jan 13, 2026 |
| CITIGROUP INC | History | Reduced | 84,915 | 58,161 | 0.03% | 0.05% | 576 | -79,620 | -48.39% | Q4 2025 | Feb 13, 2026 |
| GREENUP STREET WEALTH MANAGEMENT LLC | History | Added to | 84,515 | 57,888 | 8.36% | 8.23% | 577 | +4,465 | 5.58% | Q4 2025 | Jan 23, 2026 |
| Counterpoint Mutual Funds LLC | History | No change | 84,341 | 57,768 | 4.28% | 4.46% | 578 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Riverstone Advisors, LLC | History | Added to | 84,325 | 57,757 | 27.21% | 27.67% | 579 | +25 | 0.03% | Q4 2025 | Feb 02, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 84,202 | 57,673 | 2.18% | 2.16% | 580 | +221 | 0.26% | Q4 2025 | Feb 17, 2026 |
| Cranbrook Wealth Management, LLC | History | Reduced | 84,109 | 57,609 | 11.36% | 11.38% | 581 | -585 | -0.69% | Q4 2025 | Jan 28, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 84,018 | 57,547 | 1.49% | 1.46% | 582 | +4,268 | 5.35% | Q4 2025 | Feb 17, 2026 |
| Colonial Trust Advisors | History | Added to | 83,949 | 57,499 | 4.33% | 4.16% | 583 | +3,254 | 4.03% | Q4 2025 | Feb 12, 2026 |
| Wealth Quarterback LLC | History | Added to | 83,028 | 56,868 | 20.47% | 13.41% | 584 | +31,201 | 60.2% | Q4 2025 | Jan 15, 2026 |
| 1832 Asset Management L.P. | History | Added to | 82,775 | 56,695 | 0.04% | 0.04% | 585 | +13,905 | 20.19% | Q4 2025 | Feb 13, 2026 |
| Lakeshore Financial Planning, Inc. | History | Added to | 82,743 | 56,674 | 20.25% | 20.45% | 586 | +404 | 0.49% | Q4 2025 | Feb 17, 2026 |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | History | Reduced | 82,622 | 56,591 | 14.89% | 16.22% | 587 | -986 | -1.18% | Q4 2025 | Feb 13, 2026 |
| Ackerman Asset Management, LLC | History | Reduced | 82,374 | 56,420 | 37.53% | 39.62% | 588 | -288 | -0.35% | Q4 2025 | Feb 13, 2026 |
| Atlanta Consulting Group Advisors, LLC | History | Added to | 82,268 | 56,348 | 12.76% | 12.95% | 589 | +3,164 | 4.0% | Q4 2025 | Feb 11, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 82,180 | 56,288 | 3.17% | 2.96% | 590 | +6,575 | 8.7% | Q4 2025 | Jan 14, 2026 |
| Vise Technologies, Inc. | History | Added to | 81,725 | 55,976 | 1.1% | 1.05% | 591 | +39,385 | 93.02% | Q4 2025 | Feb 11, 2026 |
| High Note Wealth, LLC | History | Added to | 81,668 | 55,937 | 10.95% | 10.72% | 592 | +1,822 | 2.28% | Q4 2025 | Feb 05, 2026 |
| MKD WEALTH COACHES, LLC | History | Reduced | 81,543 | 55,851 | 55.84% | 56.52% | 593 | -3,215 | -3.79% | Q4 2025 | Jan 12, 2026 |
| Guidance Point Advisors, LLC | History | Added to | 81,327 | 55,772 | 12.93% | 13.01% | 594 | +801 | 0.99% | Q4 2025 | Feb 11, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 81,204 | 55,619 | 0.73% | 0.72% | 595 | +6,946 | 9.35% | Q4 2025 | Feb 10, 2026 |
| HOWE & RUSLING INC | History | Added to | 81,145 | 55,579 | 3.68% | 3.6% | 596 | +2,690 | 3.43% | Q4 2025 | Feb 17, 2026 |
| Prospera Financial Services Inc | History | Added to | 80,570 | 55,232 | 0.91% | 0.9% | 597 | +1,517 | 1.92% | Q4 2025 | Feb 09, 2026 |
| Daybright Advisory Services, Inc. | History | New | 80,551 | 55,172 | 14.72% | — | 598 | +80,551 | New | Q4 2025 | Feb 12, 2026 |
| Shelter Ins Retirement Plan | History | No change | 80,061 | 54,836 | 59.26% | 59.23% | 599 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| GoalFusion Wealth Management, LLC | History | Added to | 80,024 | 54,811 | 25.35% | 25.4% | 600 | +534 | 0.67% | Q4 2025 | Jan 06, 2026 |
| First Financial Bank - Trust Division | History | Added to | 80,009 | 54,801 | 4.5% | 4.3% | 601 | +4,752 | 6.31% | Q4 2025 | Jan 02, 2026 |
| SMITH CHAS P & ASSOCIATES PA CPAS | History | Added to | 79,891 | 54,720 | 2.88% | 2.78% | 602 | +31,936 | 66.6% | Q4 2025 | Feb 09, 2026 |
| Wealth Alliance Advisory Group, LLC | History | Added to | 79,853 | 54,694 | 9.36% | 9.5% | 603 | +1,134 | 1.44% | Q4 2025 | Jan 29, 2026 |
| BLUESTEM FINANCIAL ADVISORS, LLC | History | Reduced | 79,848 | 54,691 | 21.13% | 21.18% | 604 | -994 | -1.23% | Q4 2025 | Jan 21, 2026 |
| Legacy Wealth Partners, LLC | History | New | 79,788 | 54,650 | 14.15% | — | 605 | +79,788 | New | Q4 2025 | Feb 17, 2026 |
| International City Management Association Retirement Corp | History | No change | 79,711 | 54,597 | 27.72% | 27.25% | 606 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Keebeck Wealth Management | History | Added to | 79,489 | 54,445 | 6.28% | 6.27% | 607 | +243 | 0.31% | Q4 2025 | Feb 17, 2026 |
| Waterloo Capital, L.P. | History | Added to | 78,692 | 53,899 | 3.88% | 3.71% | 608 | +4,158 | 5.58% | Q4 2025 | Feb 10, 2026 |
| Serenus Wealth Advisors, LLC | History | Added to | 78,661 | 53,878 | 10.43% | 8.85% | 609 | +1,227 | 1.58% | Q4 2025 | Jan 28, 2026 |
| TD Capital Management LLC | History | Reduced | 78,621 | 53,850 | 4.78% | 4.76% | 610 | -384 | -0.49% | Q4 2025 | Feb 26, 2026 |
| Evercore Wealth Management, LLC | History | Added to | 78,610 | 53,842 | 0.79% | 0.65% | 611 | +12,016 | 18.04% | Q4 2025 | Feb 17, 2026 |
| Waterway Wealth Management, LLC | History | Added to | 146,437 | 53,791 | 12.17% | 12.27% | 612 | +1,430 | 0.99% | Q4 2025 | Feb 17, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 78,297 | 53,628 | 0.04% | 0.05% | 613 | -10,541 | -11.87% | Q4 2025 | Feb 13, 2026 |
| SkyView Investment Advisors, LLC | History | Reduced | 78,187 | 53,548 | 6.76% | 6.69% | 614 | -958 | -1.21% | Q4 2025 | Feb 18, 2026 |
| FINANCIAL COUNSELORS INC | History | Added to | 77,995 | 53,421 | 74.08% | 13.04% | 615 | +63,352 | 432.64% | Q4 2025 | Feb 03, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | Added to | 77,548 | 53,115 | 3.86% | 3.96% | 616 | +1,729 | 2.28% | Q4 2025 | Feb 09, 2026 |
| Pictet Asset Management Holding SA | History | Reduced | 76,340 | 52,737 | 0.05% | 0.06% | 617 | -24,480 | -24.28% | Q4 2025 | Jan 29, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 76,707 | 52,539 | 1.6% | 1.59% | 618 | -991 | -1.28% | Q4 2025 | Feb 11, 2026 |
| Stratos Investment Management, LLC | History | Added to | 76,646 | 52,498 | 2.1% | 2.04% | 619 | +2,805 | 3.8% | Q4 2025 | Jan 20, 2026 |
| Newton One Investments LLC | History | Reduced | 76,492 | 52,392 | 15.45% | 15.6% | 620 | -2,208 | -2.81% | Q4 2025 | Jan 23, 2026 |
| BankPlus Wealth Management LLC | History | Added to | 76,466 | 52,384 | 28.91% | 29.4% | 621 | +1,903 | 2.55% | Q4 2025 | Feb 04, 2026 |
| SHUFRO ROSE & CO LLC | History | Reduced | 76,131 | 52,144 | 3.53% | 4.56% | 622 | -23,324 | -23.45% | Q4 2025 | Feb 09, 2026 |
| Stonebridge Capital Advisors LLC | History | Added to | 75,576 | 51,764 | 3.59% | 3.57% | 623 | +842 | 1.13% | Q4 2025 | Feb 12, 2026 |
| Sand Hill Global Advisors, LLC | History | Reduced | 75,456 | 51,682 | 1.8% | 1.78% | 624 | -85 | -0.11% | Q4 2025 | Feb 12, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 75,285 | 51,565 | 2.68% | 2.78% | 625 | -36 | -0.05% | Q4 2025 | Feb 05, 2026 |
| Sage Financial Management Group, Inc. | History | Added to | 75,256 | 51,545 | 15.74% | 15.7% | 626 | +1,775 | 2.42% | Q4 2025 | Feb 05, 2026 |
| BlueStem Wealth Partners, LLC | History | Reduced | 74,908 | 51,307 | 5.66% | 18.08% | 627 | -161,008 | -68.25% | Q4 2025 | Feb 06, 2026 |
| Treasurer of the State of North Carolina | History | Added to | 74,880 | 51,288 | 0.16% | 0.05% | 628 | +48,892 | 188.13% | Q4 2025 | Feb 13, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Added to | 74,528 | 51,047 | 0.64% | 0.63% | 629 | +2,502 | 3.47% | Q4 2025 | Feb 10, 2026 |
| Hoxton Planning & Management, LLC | History | Added to | 73,711 | 50,487 | 15.09% | 15.73% | 630 | +660 | 0.9% | Q4 2025 | Feb 11, 2026 |
| Cornerstone Wealth Group, LLC | History | Reduced | 73,685 | 50,470 | 3.45% | 3.35% | 631 | -362 | -0.49% | Q4 2025 | Jan 26, 2026 |
| Stewardship Advisors, LLC | History | Reduced | 73,490 | 50,335 | 11.63% | 12.19% | 632 | -3,504 | -4.55% | Q4 2025 | Jan 15, 2026 |
| SPRENG CAPITAL MANAGEMENT, INC. | History | Added to | 73,261 | 50,179 | 19.7% | 19.28% | 633 | +1,022 | 1.41% | Q4 2025 | Jan 30, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 72,953 | 49,968 | 2.63% | 0.84% | 634 | +52,733 | 260.8% | Q4 2025 | Jan 26, 2026 |
| PKS Advisory Services, LLC | History | Reduced | 72,922 | 49,947 | 11.39% | 10.37% | 635 | -1,247 | -1.68% | Q4 2025 | Feb 02, 2026 |
| Acumen Wealth Advisors, LLC | History | New | 72,402 | 49,591 | 14.28% | — | 636 | +72,402 | New | Q4 2025 | Feb 13, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Added to | 71,968 | 49,293 | 0.34% | 0.3% | 637 | +3,552 | 5.19% | Q4 2025 | Feb 17, 2026 |
| MATHER GROUP, LLC. | History | Added to | 71,668 | 49,088 | 0.51% | 0.48% | 638 | +33 | 0.05% | Q4 2025 | Jan 13, 2026 |
| SouthState Bank Corp | History | Added to | 71,436 | 48,929 | 2.19% | 2.05% | 639 | +4,913 | 7.39% | Q4 2025 | Feb 11, 2026 |
| NOVARE CAPITAL MANAGEMENT LLC | History | Added to | 71,404 | 48,907 | 3.66% | 3.57% | 640 | +1,329 | 1.9% | Q4 2025 | Feb 05, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Reduced | 70,899 | 48,561 | 1.67% | 1.72% | 641 | -632 | -0.88% | Q4 2025 | Feb 12, 2026 |
| Wescott Financial Advisory Group, LLC | History | Added to | 70,865 | 48,538 | 4.24% | 4.14% | 642 | +1,963 | 2.85% | Q4 2025 | Feb 12, 2026 |
| Cornerstone Advisory, LLC | History | Reduced | 69,978 | 47,930 | 4.57% | 4.61% | 643 | -167 | -0.24% | Q4 2025 | Jan 28, 2026 |
| BAILARD, INC. | History | Reduced | 69,847 | 47,841 | 1.06% | 1.03% | 644 | -695 | -0.99% | Q4 2025 | Feb 04, 2026 |
| Next Capital Management LLC | History | Added to | 69,834 | 47,832 | 15.31% | 15.35% | 645 | +1,135 | 1.65% | Q4 2025 | Feb 11, 2026 |
| Latko Wealth Management, Ltd. | History | Reduced | 69,808 | 47,814 | 23.41% | 25.21% | 646 | -4,476 | -6.03% | Q4 2025 | Feb 10, 2026 |
| Boulder Wealth Advisors, LLC | History | Added to | 69,786 | 47,798 | 20.2% | 21.48% | 647 | +764 | 1.11% | Q4 2025 | Feb 05, 2026 |
| PPS&V ASSET MANAGEMENT CONSULTANTS, INC. | History | Reduced | 69,702 | 47,741 | 27.71% | 27.31% | 648 | -974 | -1.38% | Q4 2025 | Jan 07, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 69,557 | 47,642 | 1.34% | 2.14% | 649 | +18,577 | 36.44% | Q4 2025 | Feb 10, 2026 |
| MCF Advisors LLC | History | Added to | 69,498 | 47,602 | 2.63% | 2.76% | 650 | +2,130 | 3.16% | Q4 2025 | Feb 11, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | Reduced | 69,190 | 47,390 | 0.46% | 0.48% | 651 | -4,789 | -6.47% | Q4 2025 | Feb 05, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | Reduced | 68,964 | 47,236 | 0.38% | 0.33% | 652 | -228 | -0.33% | Q4 2025 | Feb 17, 2026 |
| WealthPlan Investment Management, LLC | History | Added to | 68,939 | 47,219 | 3.01% | 1.77% | 653 | +29,090 | 73.0% | Q4 2025 | Feb 05, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | Reduced | 68,901 | 47,192 | 3.03% | 3.16% | 654 | -746 | -1.07% | Q4 2025 | Jan 20, 2026 |
| VESTOR CAPITAL, LLC | History | Reduced | 601 | 47,140 | 3.25% | 2.83% | 655 | -65,240 | -99.09% | Q4 2025 | Feb 11, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 116,022 | 47,102 | 1.14% | 1.5% | 656 | -940 | -0.8% | Q4 2025 | Feb 11, 2026 |
| Alpha Financial Partners, LLC | History | Reduced | 68,535 | 46,942 | 28.66% | 31.62% | 657 | -4,109 | -5.66% | Q4 2025 | Feb 10, 2026 |
| SigFig Wealth Management, LLC | History | Added to | 68,496 | 46,916 | 1.4% | 1.36% | 658 | +2,371 | 3.59% | Q4 2025 | Jan 16, 2026 |
| NDWM LLC | History | Added to | 68,062 | 46,618 | 30.84% | 30.28% | 659 | +1,388 | 2.08% | Q4 2025 | Feb 05, 2026 |
| Chokshi & Queen Wealth Advisors, Inc | History | Added to | 67,832 | 46,461 | 24.27% | 23.52% | 660 | +1,461 | 2.2% | Q4 2025 | Feb 17, 2026 |
| RATIONAL ADVISORS, INC. | History | Reduced | 67,752 | 46,406 | 4.75% | 4.62% | 661 | -1,681 | -2.42% | Q4 2025 | Feb 10, 2026 |
| Fi3 FINANCIAL ADVISORS, LLC | History | Reduced | 67,627 | 46,320 | 14.17% | 15.65% | 662 | -1,545 | -2.23% | Q4 2025 | Feb 06, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Reduced | 67,368 | 46,143 | 0.7% | 0.75% | 663 | -3,294 | -4.66% | Q4 2025 | Jan 22, 2026 |
| COREPATH WEALTH PARTNERS LLC | History | Added to | 65,943 | 46,043 | 30.87% | 31.5% | 664 | +1,636 | 2.54% | Q4 2025 | Jan 15, 2026 |
| WASHINGTON TRUST BANK | History | Added to | 67,219 | 46,040 | 3.23% | 3.13% | 665 | +3,375 | 5.29% | Q4 2025 | Feb 04, 2026 |
| WATERSHED PRIVATE WEALTH LLC | History | Reduced | 67,156 | 45,998 | 13.8% | 14.26% | 666 | -279 | -0.41% | Q4 2025 | Jan 23, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 66,926 | 45,840 | 0.9% | 0.91% | 667 | +1,731 | 2.66% | Q4 2025 | Jan 14, 2026 |
| Capital Planning LLC | History | Reduced | 66,730 | 45,789 | 12.83% | 13.29% | 668 | -1,428 | -2.1% | Q4 2025 | Jan 23, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | Reduced | 66,601 | 45,617 | 3.24% | 4.65% | 669 | -36,844 | -35.62% | Q4 2025 | Jan 14, 2026 |
| CERTUITY, LLC | History | Added to | 66,260 | 45,384 | 2.86% | 3.03% | 670 | +327 | 0.5% | Q4 2025 | Jan 30, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 66,108 | 45,275 | 0.04% | 0.03% | 671 | +23,791 | 56.22% | Q4 2025 | Feb 17, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 65,257 | 45,173 | 1.11% | 1.1% | 672 | +4,463 | 7.34% | Q4 2025 | Jan 28, 2026 |
| Portland Global Advisors LLC | History | Added to | 65,950 | 45,171 | 4.85% | 4.91% | 673 | +304 | 0.46% | Q4 2025 | Feb 10, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 65,731 | 45,022 | 0.78% | 0.36% | 674 | +40,478 | 160.29% | Q4 2025 | Feb 19, 2026 |
| Integrity Investment Advisors, LLC | History | Reduced | 65,698 | 44,999 | 24.78% | 29.89% | 675 | -1,655 | -2.46% | Q4 2025 | Feb 13, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 65,485 | 44,853 | 0.96% | 0.94% | 676 | +2,870 | 4.58% | Q4 2025 | Feb 05, 2026 |
| Salus Financial Advisors, LLC | History | Added to | 65,216 | 44,668 | 26.77% | 26.38% | 677 | +1,302 | 2.04% | Q4 2025 | Jan 21, 2026 |
| WealthBridge Capital Management, LLC | History | Added to | 65,004 | 44,524 | 10.14% | 9.91% | 678 | +1,891 | 3.0% | Q4 2025 | Jan 21, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 65,000 | 44,521 | 1.08% | 1.06% | 679 | +359 | 0.56% | Q4 2025 | Feb 13, 2026 |
| Buska Wealth Management, LLC | History | Reduced | 64,956 | 44,491 | 16.44% | 16.66% | 680 | -17,980 | -21.68% | Q4 2025 | Jan 22, 2026 |
| NIXON PEABODY TRUST CO | History | Added to | 64,745 | 44,346 | 3.36% | 2.79% | 681 | +7,721 | 13.54% | Q4 2025 | Feb 06, 2026 |
| Valmark Advisers, Inc. | History | Added to | 64,521 | 44,192 | 0.54% | 0.54% | 682 | +2,457 | 3.96% | Q4 2025 | Jan 26, 2026 |
| Apeiron RIA LLC | History | Added to | 63,820 | 44,098 | 8.95% | 1.68% | 683 | +52,600 | 468.81% | Q4 2025 | Feb 03, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Reduced | 63,940 | 43,794 | 2.32% | 2.3% | 684 | -1,061 | -1.63% | Q4 2025 | Feb 11, 2026 |
| Axiom Financial Strategies, LLC | History | Reduced | 63,851 | 43,734 | 18.4% | 18.61% | 685 | -755 | -1.17% | Q4 2025 | Jan 23, 2026 |
| Armor Investment Advisors, LLC | History | Reduced | 63,825 | 43,716 | 16.08% | 13.63% | 686 | -435 | -0.68% | Q4 2025 | Feb 05, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 63,549 | 43,527 | 1.14% | 1.06% | 687 | +4,402 | 7.44% | Q4 2025 | Jan 23, 2026 |
| PCA Investment Advisory Services Inc. | History | Added to | 63,227 | 43,414 | 15.18% | 15.52% | 688 | +692 | 1.11% | Q4 2025 | Feb 10, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 63,269 | 43,335 | 0.88% | 0.87% | 689 | +7,055 | 12.55% | Q4 2025 | Feb 03, 2026 |
| RFG - Bristol Wealth Advisors, LLC | History | Added to | 62,814 | 43,023 | 11.98% | 11.64% | 690 | +2,598 | 4.31% | Q4 2025 | Jan 23, 2026 |
| Stone House Investment Management, LLC | History | Added to | 62,657 | 42,916 | 6.66% | 6.95% | 691 | +1,001 | 1.62% | Q4 2025 | Jan 21, 2026 |
| Snider Financial Group | History | Added to | 62,635 | 42,901 | 11.43% | 10.88% | 692 | +3,046 | 5.11% | Q4 2025 | Jan 21, 2026 |
| AMES NATIONAL CORP | History | Added to | 62,254 | 42,640 | 24.96% | 23.32% | 693 | +3,562 | 6.07% | Q4 2025 | Feb 13, 2026 |
| Capital Advisors Wealth Management, LLC | History | Added to | 62,025 | 42,483 | 5.79% | 5.82% | 694 | +1,093 | 1.79% | Q4 2025 | Jan 21, 2026 |
| Cynosure Group, LLC | History | Added to | 903,246 | 42,464 | 4.32% | 2.88% | 695 | +863,647 | 2180.98% | Q4 2025 | Feb 17, 2026 |
| Coastline Trust Co | History | Added to | 61,996 | 42,463 | 3.99% | 4.0% | 696 | +6,287 | 11.29% | Q4 2025 | Jan 05, 2026 |
| Bare Financial Services, Inc | History | Reduced | 61,701 | 42,261 | 11.76% | 12.42% | 697 | -416 | -0.67% | Q4 2025 | Feb 06, 2026 |
| CoreCap Advisors, LLC | History | Added to | 61,492 | 42,118 | 1.47% | 1.42% | 698 | +3,057 | 5.23% | Q4 2025 | Jan 13, 2026 |
| ARKANSAS FINANCIAL GROUP, INC. | History | Reduced | 61,443 | 42,084 | 6.07% | 6.09% | 699 | -364 | -0.59% | Q4 2025 | Jan 28, 2026 |
| GERMAN AMERICAN BANCORP, INC. | History | Added to | 61,371 | 42,035 | 3.58% | 3.37% | 700 | +4,357 | 7.64% | Q4 2025 | Feb 17, 2026 |
| Fort Henry Capital, LLC | History | Reduced | 61,252 | 41,953 | 25.7% | 26.48% | 701 | -1,040 | -1.67% | Q4 2025 | Jan 23, 2026 |
| NORRIS PERNE & FRENCH LLP/MI | History | Added to | 61,169 | 41,897 | 2.77% | 2.79% | 702 | +962 | 1.6% | Q4 2025 | Jan 23, 2026 |
| SteelPeak Wealth, LLC | History | Reduced | 60,965 | 41,757 | 1.36% | 1.51% | 703 | -6,624 | -9.8% | Q4 2025 | Jan 20, 2026 |
| Nolet Wealth Management, LLC | History | New | 60,954 | 41,749 | 23.27% | — | 704 | +60,954 | New | Q4 2025 | Feb 27, 2026 |
| Palatine Hill Wealth Management, LLC | History | New | 60,942 | 41,741 | 33.66% | — | 705 | +60,942 | New | Q4 2025 | Feb 10, 2026 |
| Napier Financial, LLC | History | New | 60,850 | 41,678 | 10.41% | — | 706 | +60,850 | New | Q4 2025 | Feb 11, 2026 |
| Ironwood Wealth Management, LLC. | History | Added to | 60,793 | 41,639 | 12.24% | 13.01% | 707 | +2,803 | 4.83% | Q4 2025 | Feb 02, 2026 |
| One Capital Management, LLC | History | Added to | 60,762 | 41,618 | 1.26% | 0.89% | 708 | +18,999 | 45.49% | Q4 2025 | Feb 10, 2026 |
| High Falls Advisors, Inc | History | Added to | 60,629 | 41,526 | 8.41% | 8.2% | 709 | +1,095 | 1.84% | Q4 2025 | Feb 18, 2026 |
| Peak Planning Group, LLC | History | New | 60,570 | 41,486 | 11.63% | — | 710 | +60,570 | New | Q4 2025 | Feb 13, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 60,421 | 41,384 | 1.91% | 1.92% | 711 | -1,650 | -2.66% | Q4 2025 | Feb 17, 2026 |
| Landing Point Financial Group, LLC | History | Added to | 60,365 | 41,346 | 20.62% | 19.89% | 712 | +3,362 | 5.9% | Q4 2025 | Feb 11, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | Reduced | 60,252 | 41,269 | 9.47% | 11.7% | 713 | -9,742 | -13.92% | Q4 2025 | Jan 20, 2026 |
| CISCO SYSTEMS, INC. | History | No change | 60,000 | 41,096 | 12.49% | 9.94% | 714 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | Reduced | 59,940 | 41,055 | 14.38% | 14.69% | 715 | -821 | -1.35% | Q4 2025 | Feb 09, 2026 |
| David J Yvars Group | History | Added to | 59,692 | 40,887 | 21.76% | 20.24% | 716 | +3,246 | 5.75% | Q4 2025 | Jan 12, 2026 |
| CBIZ Investment Advisory Services, LLC | History | Reduced | 59,675 | 40,873 | 1.55% | 1.57% | 717 | -238 | -0.4% | Q4 2025 | Feb 09, 2026 |
| GREENWOOD CAPITAL ASSOCIATES LLC | History | Reduced | 59,625 | 40,839 | 4.43% | 4.65% | 718 | -623 | -1.03% | Q4 2025 | Jan 26, 2026 |
| Legacy Advisors, LLC | History | Added to | 59,494 | 40,749 | 4.38% | 3.17% | 719 | +21,082 | 54.88% | Q4 2025 | Jan 27, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | Added to | 59,099 | 40,479 | 22.01% | 21.8% | 720 | +1,864 | 3.26% | Q4 2025 | Feb 18, 2026 |
| Windsor Capital Management, LLC | History | Reduced | 59,065 | 40,455 | 11.17% | 10.93% | 721 | -101 | -0.17% | Q4 2025 | Jan 15, 2026 |
| FULTON BANK, N.A. | History | Added to | 58,895 | 40,339 | 1.39% | 1.26% | 722 | +4,985 | 9.25% | Q4 2025 | Jan 08, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 58,682 | 40,193 | 2.09% | 2.26% | 723 | -3,013 | -4.88% | Q4 2025 | Mar 04, 2026 |
| Somnio Financial Group, LLC | History | Reduced | 58,466 | 40,045 | 26.47% | 26.7% | 724 | -380 | -0.65% | Q4 2025 | Jan 08, 2026 |
| Apollon Financial, LLC | History | Added to | 58,327 | 39,950 | 5.8% | 6.42% | 725 | +641 | 1.11% | Q4 2025 | Jan 22, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 58,320 | 39,945 | 0.02% | 0.04% | 726 | -69,330 | -54.31% | Q4 2025 | Feb 13, 2026 |
| Kapstone Financial Advisors LLC | History | Added to | 58,139 | 39,821 | 19.8% | 17.9% | 727 | +1,349 | 2.38% | Q4 2025 | Feb 05, 2026 |
| SWS Partners | History | Added to | 58,134 | 39,818 | 9.61% | 9.37% | 728 | +773 | 1.35% | Q4 2025 | Jan 16, 2026 |
| Mizuho Markets Cayman LP | History | New | 58,000 | 39,726 | 2.0% | — | 729 | +58,000 | New | Q4 2025 | Feb 06, 2026 |
| CITY NATIONAL BANK OF FLORIDA /MSD | History | Reduced | 57,932 | 39,679 | 25.91% | 26.33% | 730 | -1,673 | -2.81% | Q4 2025 | Feb 17, 2026 |
| Mann Financial Group, Inc. | History | Added to | 57,724 | 39,537 | 38.24% | 38.05% | 731 | +167 | 0.29% | Q4 2025 | Feb 09, 2026 |
| Mayflower Financial Advisors, LLC | History | Added to | 57,663 | 39,495 | 4.78% | 4.77% | 732 | +927 | 1.63% | Q4 2025 | Jan 13, 2026 |
| Valley Financial Group, Inc. | History | Added to | 57,477 | 39,368 | 22.11% | 19.39% | 733 | +6,388 | 12.5% | Q4 2025 | Feb 18, 2026 |
| Avondale Wealth Management | History | Reduced | 57,259 | 39,219 | 20.17% | 20.78% | 734 | -1,031 | -1.77% | Q4 2025 | Feb 17, 2026 |
| Bellwether Advisors, LLC | History | Reduced | 57,197 | 39,176 | 6.25% | 6.39% | 735 | -547 | -0.95% | Q4 2025 | Feb 09, 2026 |
| LCW Services, LLC | History | New | 57,124 | 39,126 | 20.84% | — | 736 | +57,124 | New | Q4 2025 | Feb 11, 2026 |
| ZynergyRetirementPlanningLLC | History | Added to | 57,117 | 39,121 | 24.07% | 23.96% | 737 | +360 | 0.63% | Q4 2025 | Jan 09, 2026 |
| FIRST HORIZON CORP | History | Reduced | 57,047 | 39,073 | 1.75% | 1.85% | 738 | -1,802 | -3.06% | Q4 2025 | Jan 27, 2026 |
| Panoramic Capital Partners, LLC | History | Added to | 57,039 | 39,068 | 23.96% | 24.42% | 739 | +257 | 0.45% | Q4 2025 | Jan 07, 2026 |
| Blue Trust, Inc. | History | Reduced | 57,016 | 39,052 | 0.44% | 0.44% | 740 | -1,768 | -3.01% | Q4 2025 | Jan 16, 2026 |
| Advanced Asset Management Advisors Inc | History | No change | 57,000 | 39,041 | 10.66% | 10.2% | 741 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| PACK Private Wealth, LLC | History | Added to | 56,393 | 38,625 | 17.61% | 17.6% | 742 | +580 | 1.04% | Q4 2025 | Feb 17, 2026 |
| Voya Financial Advisors, Inc. | History | Reduced | 55,869 | 38,600 | 3.71% | 4.01% | 743 | -6,428 | -10.32% | Q4 2025 | Feb 13, 2026 |
| CAMELOT TECHNOLOGY ADVISORS, INC. | History | Added to | 56,206 | 38,497 | 28.57% | 29.53% | 744 | +620 | 1.12% | Q4 2025 | Jan 14, 2026 |
| Integris Wealth Management, LLC | History | Reduced | 55,918 | 38,300 | 8.72% | 9.23% | 745 | -741 | -1.31% | Q4 2025 | Jan 21, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Reduced | 55,901 | 38,288 | 4.2% | 4.27% | 746 | -508 | -0.9% | Q4 2025 | Jan 20, 2026 |
| SG Americas Securities, LLC | History | Added to | 55,851 | 38,255 | 0.05% | 0.01% | 747 | +51,929 | 1324.04% | Q4 2025 | Jan 09, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 55,808 | 38,225 | 3.12% | 3.35% | 748 | -1,940 | -3.36% | Q4 2025 | Jan 23, 2026 |
| Sonoma Allocations LLC | History | Added to | 54,713 | 38,197 | 12.68% | 12.42% | 749 | +3,290 | 6.4% | Q4 2025 | Feb 23, 2026 |
| SACHEM HILL LLC | History | Reduced | 55,734 | 38,174 | 7.42% | 7.61% | 750 | -1,073 | -1.89% | Q4 2025 | Feb 12, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | Reduced | 55,640 | 38,110 | 6.46% | 7.06% | 751 | -6,089 | -9.86% | Q4 2025 | Jan 27, 2026 |
| New Insight Wealth Advisors | History | Added to | 55,634 | 38,106 | 13.61% | 12.77% | 752 | +4,920 | 9.7% | Q4 2025 | Feb 17, 2026 |
| WEALTH ALLIANCE, LLC | History | Added to | 55,619 | 38,095 | 3.73% | 3.82% | 753 | +127 | 0.23% | Q4 2025 | Feb 13, 2026 |
| ENZI WEALTH | History | Reduced | 54,852 | 38,039 | 13.41% | 14.23% | 754 | -6,090 | -9.99% | Q4 2025 | Jan 15, 2026 |
| Adirondack Capital Advisors, LLC | History | New | 55,213 | 37,817 | 25.43% | — | 755 | +55,213 | New | Q4 2025 | Feb 03, 2026 |
| MONOGRAPH WEALTH ADVISORS, LLC | History | Reduced | 54,837 | 37,560 | 3.69% | 3.76% | 756 | -680 | -1.22% | Q4 2025 | Feb 13, 2026 |
| CHEMUNG CANAL TRUST CO | History | Added to | 54,604 | 37,400 | 7.4% | 6.96% | 757 | +2,395 | 4.59% | Q4 2025 | Jan 14, 2026 |
| DURANTE & WATERS, LLC | History | Added to | 54,415 | 37,270 | 26.0% | 25.94% | 758 | +1,722 | 3.27% | Q4 2025 | Jan 30, 2026 |
| Atlas Legacy Advisors, LLC | History | Added to | 53,703 | 36,778 | 6.44% | 6.02% | 759 | +7,031 | 15.06% | Q4 2025 | Jan 29, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 53,495 | 36,640 | 1.37% | 3.74% | 760 | -31,884 | -37.34% | Q4 2025 | Feb 04, 2026 |
| Aurdan Capital Management, LLC | History | Added to | 53,341 | 36,535 | 11.27% | 10.89% | 761 | +2,197 | 4.3% | Q4 2025 | Jan 12, 2026 |
| Orin Green Financial, LLC | History | Added to | 53,275 | 36,489 | 14.6% | 13.89% | 762 | +1,363 | 2.63% | Q4 2025 | Feb 06, 2026 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | History | Reduced | 53,032 | 36,323 | 4.76% | 4.97% | 763 | -3,515 | -6.22% | Q4 2025 | Feb 10, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | Added to | 52,949 | 36,267 | 11.33% | 10.38% | 764 | +6,592 | 14.22% | Q4 2025 | Jan 07, 2026 |
| SFMG, LLC | History | Reduced | 52,936 | 36,257 | 2.43% | 2.47% | 765 | -234 | -0.44% | Q4 2025 | Feb 10, 2026 |
| KANAWHA CAPITAL MANAGEMENT LLC | History | Reduced | 52,911 | 36,240 | 2.5% | 2.45% | 766 | -91 | -0.17% | Q4 2025 | Jan 28, 2026 |
| Ballew Advisors, Inc | History | Reduced | 51,893 | 36,162 | 20.38% | 19.41% | 767 | -374 | -0.72% | Q4 2025 | Jan 14, 2026 |
| Gradient Capital Advisors, LLC | History | Reduced | 52,144 | 35,715 | 9.2% | 9.42% | 768 | -352 | -0.67% | Q4 2025 | Feb 06, 2026 |
| Alliance Wealth Management Group | History | Added to | 52,014 | 35,630 | 7.82% | 7.52% | 769 | +1,514 | 3.0% | Q4 2025 | Jan 21, 2026 |
| Financiere des Professionnels - Fonds d'investissement inc. | History | Added to | 51,950 | 35,582 | 2.02% | 1.71% | 770 | +7,550 | 17.0% | Q4 2025 | Feb 11, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Reduced | 51,876 | 35,531 | 1.12% | 1.16% | 771 | -1,526 | -2.86% | Q4 2025 | Jan 30, 2026 |
| River Wealth Advisors LLC | History | Added to | 51,874 | 35,530 | 3.98% | 4.05% | 772 | +144 | 0.28% | Q4 2025 | Feb 13, 2026 |
| IFP Advisors, Inc | History | Reduced | 51,716 | 35,422 | 0.8% | 0.94% | 773 | -2,266 | -4.2% | Q4 2025 | Feb 06, 2026 |
| MERIDIAN MANAGEMENT CO | History | Added to | 51,435 | 35,229 | 8.72% | 9.07% | 774 | +786 | 1.55% | Q4 2025 | Feb 10, 2026 |
| CYPRESS FINANCIAL PLANNING LLC | History | Added to | 51,050 | 35,220 | 9.72% | 10.37% | 775 | +234 | 0.46% | Q4 2025 | Jan 14, 2026 |
| Elevated Financial Group LLC | History | New | 51,296 | 35,134 | 12.15% | — | 776 | +51,296 | New | Q4 2025 | Jan 29, 2026 |
| Soltis Investment Advisors LLC | History | Reduced | 51,156 | 35,038 | 2.31% | 2.41% | 777 | -957 | -1.84% | Q4 2025 | Apr 02, 2026 |
| SYON CAPITAL LLC | History | Reduced | 51,140 | 35,027 | 1.75% | 1.85% | 778 | -391 | -0.76% | Q4 2025 | Feb 11, 2026 |
| ATLANTIC FAMILY WEALTH, LLC | History | Reduced | 51,120 | 35,014 | 26.44% | 26.49% | 779 | -99 | -0.19% | Q4 2025 | Feb 12, 2026 |
| Integrated Capital Management, LLC | History | Reduced | 51,079 | 34,985 | 15.04% | 15.67% | 780 | -588 | -1.14% | Q4 2025 | Jan 26, 2026 |
| HCR Wealth Advisors | History | Added to | 50,961 | 34,905 | 3.46% | 2.88% | 781 | +9,624 | 23.28% | Q4 2025 | Jan 27, 2026 |
| Atwater Malick LLC | History | Added to | 50,906 | 34,867 | 9.61% | 8.88% | 782 | +5,203 | 11.38% | Q4 2025 | Jan 23, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Added to | 50,875 | 34,846 | 2.4% | 2.55% | 783 | +212 | 0.42% | Q4 2025 | Feb 02, 2026 |
| J.E. Simmons & Co., P.C. | History | New | 50,822 | 34,810 | 22.57% | — | 784 | +50,822 | New | Q4 2025 | Feb 13, 2026 |
| CAMBIENT FAMILY OFFICE, LLC | History | New | 50,794 | 34,790 | 4.96% | — | 785 | +50,794 | New | Q4 2025 | Feb 20, 2026 |
| Fortitude Family Office, LLC | History | Added to | 50,643 | 34,687 | 8.07% | 8.86% | 786 | +1,412 | 2.87% | Q4 2025 | Jan 15, 2026 |
| SVB WEALTH LLC | History | Added to | 50,452 | 34,556 | 2.04% | 1.59% | 787 | +6,195 | 14.0% | Q4 2025 | Feb 04, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 50,364 | 34,496 | 0.19% | 0.18% | 788 | +3,922 | 8.44% | Q4 2025 | Feb 11, 2026 |
| Unisphere Establishment | History | New | 50,000 | 34,247 | 0.26% | — | 789 | +50,000 | New | Q4 2025 | Feb 17, 2026 |
| Elk River Wealth Management LLC | History | Reduced | 50,092 | 34,172 | 5.49% | 5.52% | 790 | -1,376 | -2.67% | Q4 2025 | Feb 06, 2026 |
| Flagship Private Wealth, LLC | History | Added to | 49,875 | 34,161 | 13.43% | 13.08% | 791 | +1,240 | 2.55% | Q4 2025 | Feb 04, 2026 |
| VestGen Advisors, LLC | History | Reduced | 49,497 | 33,902 | 1.44% | 1.15% | 792 | -1,853 | -3.61% | Q4 2025 | Feb 17, 2026 |
| AMS Capital Ltda | History | Added to | 49,414 | 33,846 | 13.09% | 11.16% | 793 | +8,665 | 21.26% | Q4 2025 | Jan 21, 2026 |
| CFS Investment Advisory Services, LLC | History | Added to | 49,368 | 33,814 | 2.47% | 2.39% | 794 | +2,086 | 4.41% | Q4 2025 | Feb 10, 2026 |
| VeraBank, N.A. | History | Added to | 49,032 | 33,583 | 6.11% | 5.8% | 795 | +2,640 | 5.69% | Q4 2025 | Feb 11, 2026 |
| BEACON FINANCIAL PLANNING, INC | History | Reduced | 48,963 | 33,536 | 16.17% | 17.13% | 796 | -452 | -0.91% | Q4 2025 | Jan 22, 2026 |
| NorthLanding Financial Partners, LLC | History | Added to | 48,870 | 33,472 | 26.88% | 26.8% | 797 | +889 | 1.85% | Q4 2025 | Jan 26, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Added to | 48,687 | 33,347 | 2.07% | 2.34% | 798 | +95 | 0.2% | Q4 2025 | Feb 11, 2026 |
| Verus Financial Partners, Inc. | History | Reduced | 47,853 | 33,300 | 3.06% | 3.11% | 799 | -490 | -1.01% | Q4 2025 | Feb 02, 2026 |
| SEI INVESTMENTS CO | History | Added to | 48,409 | 33,157 | 0.03% | 0.01% | 800 | +39,670 | 453.94% | Q4 2025 | Feb 13, 2026 |
| SIGNATUREFD, LLC | History | Added to | 48,403 | 33,152 | 0.51% | 0.51% | 801 | +92 | 0.19% | Q4 2025 | Jan 20, 2026 |
| OKABENA INVESTMENT SERVICES INC | History | Reduced | 48,320 | 33,096 | 6.31% | 6.52% | 802 | -1,844 | -3.68% | Q4 2025 | Feb 13, 2026 |
| Lee-Kelleher Wealth Management | History | Added to | 48,034 | 32,900 | 19.63% | 19.28% | 803 | +1,273 | 2.72% | Q4 2025 | Jan 14, 2026 |
| NOTTINGHAM ADVISORS, INC. | History | Added to | 47,939 | 32,835 | 4.58% | 4.45% | 804 | +49 | 0.1% | Q4 2025 | Jan 26, 2026 |
| MIDDLETON & CO INC/MA | History | Added to | 47,853 | 32,776 | 3.48% | 3.4% | 805 | +813 | 1.73% | Q4 2025 | Jan 29, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 47,741 | 32,699 | 1.05% | 1.15% | 806 | -11,530 | -19.45% | Q4 2025 | Jan 09, 2026 |
| Carbahal Olsen Financial Services Group, LLC | History | Reduced | 47,613 | 32,612 | 25.04% | 25.69% | 807 | -218 | -0.46% | Q4 2025 | Feb 02, 2026 |
| AlphaCore Capital LLC | History | Added to | 47,152 | 32,296 | 0.72% | 0.61% | 808 | +19,956 | 73.38% | Q4 2025 | Feb 05, 2026 |
| Arax Advisory Partners | History | New | 46,943 | 32,153 | 0.94% | — | 809 | +46,943 | New | Q4 2025 | Feb 13, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 46,821 | 32,127 | 0.36% | 0.35% | 810 | +985 | 2.15% | Q4 2025 | Feb 02, 2026 |
| IFS Advisors, LLC | History | Reduced | 46,844 | 32,085 | 16.67% | 24.25% | 811 | -15,069 | -24.34% | Q4 2025 | Jan 09, 2026 |
| Community Bank, N.A. | History | Reduced | 46,832 | 32,077 | 3.79% | 3.82% | 812 | -306 | -0.65% | Q4 2025 | Feb 04, 2026 |
| Altus Wealth Group LLC | History | Added to | 46,663 | 31,961 | 12.77% | 12.25% | 813 | +2,075 | 4.65% | Q4 2025 | Feb 13, 2026 |
| WealthShield Partners, LLC | History | Added to | 46,518 | 31,862 | 3.51% | 3.43% | 814 | +1,367 | 3.03% | Q4 2025 | Feb 03, 2026 |
| Compass Financial Group, Inc. | History | Added to | 46,401 | 31,781 | 14.03% | 13.87% | 815 | +212 | 0.46% | Q4 2025 | Feb 05, 2026 |
| Sandy Cove Advisors, LLC | History | Reduced | 46,389 | 31,773 | 9.41% | 10.15% | 816 | -1,076 | -2.27% | Q4 2025 | Feb 09, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 46,274 | 31,694 | 0.23% | 0.22% | 817 | +275 | 0.6% | Q4 2025 | Feb 13, 2026 |
| Diversified Trust Co | History | Added to | 46,269 | 31,691 | 0.58% | 0.56% | 818 | +4,068 | 9.64% | Q4 2025 | Jan 09, 2026 |
| Shepherd Financial Partners LLC | History | Added to | 46,235 | 31,668 | 2.93% | 2.87% | 819 | +1,215 | 2.7% | Q4 2025 | Feb 10, 2026 |
| Bedminster, LLC | History | New | 46,234 | 31,667 | 29.09% | — | 820 | +46,234 | New | Q4 2025 | Feb 05, 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | History | Reduced | 46,186 | 31,634 | 5.13% | 5.57% | 821 | -1,438 | -3.02% | Q4 2025 | Feb 11, 2026 |
| Pettinga Financial Advisors LLC | History | Reduced | 46,082 | 31,563 | 5.99% | 6.05% | 822 | -285 | -0.61% | Q4 2025 | Feb 12, 2026 |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | History | Reduced | 45,842 | 31,398 | 8.59% | 8.99% | 823 | -292 | -0.63% | Q4 2025 | Jan 26, 2026 |
| Grove Bank & Trust | History | Added to | 45,799 | 31,369 | 3.53% | 3.47% | 824 | +1,481 | 3.34% | Q4 2025 | Jan 08, 2026 |
| Cascade Financial Partners, LLC | History | Reduced | 45,666 | 31,278 | 3.17% | 3.66% | 825 | -2,094 | -4.38% | Q4 2025 | Feb 06, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 45,626 | 31,258 | 1.1% | 1.18% | 826 | -542 | -1.17% | Q4 2025 | Feb 04, 2026 |
| BridgePort Financial Solutions, LLC | History | Reduced | 45,607 | 31,238 | 8.39% | 8.9% | 827 | -3,879 | -7.84% | Q4 2025 | Jan 16, 2026 |
| PFG Private Wealth Management, LLC | History | New | 45,433 | 31,118 | 13.61% | — | 828 | +45,433 | New | Q4 2025 | Jan 15, 2026 |
| PAX Financial Group, LLC | History | Added to | 45,388 | 31,087 | 5.36% | 5.01% | 829 | +3,830 | 9.22% | Q4 2025 | Feb 05, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 44,599 | 31,079 | 1.45% | 0.18% | 830 | +40,046 | 879.55% | Q4 2025 | Feb 03, 2026 |
| Verger Capital Management LLC | History | Reduced | 45,344 | 31,058 | 9.2% | 10.08% | 831 | -1,076 | -2.32% | Q4 2025 | Feb 02, 2026 |
| a16z Perennial Management, L.P. | History | Reduced | 45,250 | 30,993 | 2.33% | 1.14% | 832 | -368,962 | -89.08% | Q4 2025 | Feb 10, 2026 |
| Custos Family Office, LLC | History | Reduced | 45,127 | 30,909 | 21.1% | 18.48% | 833 | -3,738 | -7.65% | Q4 2025 | Feb 17, 2026 |
| Silverleafe Capital Partners, LLC | History | Reduced | 44,964 | 30,797 | 9.13% | 9.36% | 834 | -741 | -1.62% | Q4 2025 | Jan 12, 2026 |
| ADAPT WEALTH ADVISORS, LLC | History | Added to | 44,877 | 30,738 | 10.57% | 10.89% | 835 | +826 | 1.88% | Q4 2025 | Feb 10, 2026 |
| Sovran Advisors, LLC | History | Added to | 44,151 | 30,698 | 2.61% | 2.65% | 836 | +284 | 0.65% | Q4 2025 | Jan 20, 2026 |
| PATTON ALBERTSON MILLER GROUP, LLC | History | Reduced | 44,783 | 30,673 | 3.61% | 3.63% | 837 | -163 | -0.36% | Q4 2025 | Feb 03, 2026 |
| Matrix Trust Co | History | No change | 44,766 | 30,662 | 5.06% | 4.69% | 838 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| CADINHA & CO LLC | History | Added to | 44,435 | 30,435 | 4.7% | 3.87% | 839 | +1,850 | 4.34% | Q4 2025 | Jan 28, 2026 |
| Itau Unibanco Holding S.A. | History | New | 44,415 | 30,421 | 0.73% | — | 840 | +44,415 | New | Q4 2025 | Feb 13, 2026 |
| HICKS CAPITAL MANAGEMENT LLC | History | New | 44,396 | 30,408 | 30.63% | — | 841 | +44,396 | New | Q4 2025 | Feb 05, 2026 |
| MOODY NATIONAL BANK TRUST DIVISION | History | No change | 43,985 | 30,127 | 2.9% | 2.49% | 842 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 43,732 | 29,953 | 1.79% | 3.49% | 843 | -46,270 | -51.41% | Q4 2025 | Jan 30, 2026 |
| Client First Capital LLC | History | Added to | 43,589 | 29,855 | 12.58% | 10.69% | 844 | +7,726 | 21.54% | Q4 2025 | Jan 26, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 42,774 | 29,713 | 0.94% | 0.97% | 845 | +904 | 2.16% | Q4 2025 | Jan 23, 2026 |
| Adaptive Financial Consulting, LLC | History | Added to | 43,380 | 29,712 | 11.56% | 11.37% | 846 | +892 | 2.1% | Q4 2025 | Feb 11, 2026 |
| Powerhouse Assets LLC | History | New | 43,343 | 29,687 | 26.11% | — | 847 | +43,343 | New | Q4 2025 | Jan 15, 2026 |
| Intrepid Financial Planning Group LLC | History | Reduced | 43,044 | 29,482 | 11.21% | 11.14% | 848 | -632 | -1.45% | Q4 2025 | Feb 13, 2026 |
| ACIMA PRIVATE WEALTH, LLC | History | Reduced | 42,953 | 29,420 | 9.13% | 9.16% | 849 | -747 | -1.71% | Q4 2025 | Jan 15, 2026 |
| CATALYST PRIVATE WEALTH, LLC | History | Reduced | 42,825 | 29,332 | 12.81% | 12.83% | 850 | -852 | -1.95% | Q4 2025 | Jan 14, 2026 |
| Alpine Bank Wealth Management | History | Reduced | 42,574 | 29,160 | 4.13% | 4.02% | 851 | -104 | -0.24% | Q4 2025 | Jan 15, 2026 |
| First National Bank of Hutchinson | History | Reduced | 42,474 | 29,092 | 17.04% | 15.46% | 852 | -1,175 | -2.69% | Q4 2025 | Jan 29, 2026 |
| SageView Advisory Group, LLC | History | Reduced | 42,407 | 29,046 | 0.98% | 1.01% | 853 | -1,284 | -2.94% | Q4 2025 | Feb 17, 2026 |
| Lantz Financial LLC | History | Added to | 42,333 | 28,995 | 6.12% | 6.25% | 854 | +138 | 0.33% | Q4 2025 | Jan 14, 2026 |
| E Fund Management (Hong Kong) Co., Ltd. | History | Added to | 41,442 | 28,948 | 9.73% | 14.13% | 855 | +6,749 | 19.45% | Q4 2025 | Feb 05, 2026 |
| CIBC Asset Management Inc | History | Added to | 42,234 | 28,927 | 0.07% | 0.08% | 856 | +5 | 0.01% | Q4 2025 | Feb 10, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 42,211 | 28,908 | 0.12% | 0.1% | 857 | +6,534 | 18.31% | Q4 2025 | Feb 12, 2026 |
| CacheTech Inc. | History | Reduced | 42,105 | 28,839 | 5.34% | 5.77% | 858 | -743 | -1.73% | Q4 2025 | Feb 18, 2026 |
| Cypress Wealth Services, LLC | History | Reduced | 42,088 | 28,827 | 3.99% | 4.62% | 859 | -48 | -0.11% | Q4 2025 | Jan 14, 2026 |
| Fairman Group, LLC | History | Added to | 42,047 | 28,799 | 23.01% | 22.38% | 860 | +535 | 1.29% | Q4 2025 | Feb 13, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 42,042 | 28,796 | 0.71% | 0.68% | 861 | +2,986 | 7.65% | Q4 2025 | Feb 09, 2026 |
| NWAM LLC | History | Reduced | 41,642 | 28,775 | 1.61% | 1.73% | 862 | -5,833 | -12.29% | Q4 2025 | Feb 04, 2026 |
| Nadler Financial Group, Inc. | History | Added to | 42,005 | 28,771 | 2.68% | 2.62% | 863 | +960 | 2.34% | Q4 2025 | Jan 28, 2026 |
| Financial Life Planners | History | Added to | 41,934 | 28,722 | 20.62% | 18.43% | 864 | +942 | 2.3% | Q4 2025 | Jan 29, 2026 |
| Sanchez Wealth Management Group | History | Reduced | 41,863 | 28,673 | 6.13% | 6.31% | 865 | -613 | -1.44% | Q4 2025 | Feb 04, 2026 |
| LONDON CO OF VIRGINIA | History | Added to | 41,699 | 28,566 | 0.16% | 0.07% | 866 | +23,904 | 134.33% | Q4 2025 | Feb 17, 2026 |
| Summit Wealth Partners, LLC | History | Added to | 41,649 | 28,527 | 5.27% | 4.77% | 867 | +2,179 | 5.52% | Q4 2025 | Jan 27, 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | History | Reduced | 41,550 | 28,459 | 0.02% | 0.04% | 868 | -18,736 | -31.08% | Q4 2025 | Feb 17, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Reduced | 41,483 | 28,413 | 0.99% | 0.96% | 869 | -294 | -0.7% | Q4 2025 | Feb 13, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Added to | 41,425 | 28,373 | 2.12% | 2.15% | 870 | +99 | 0.24% | Q4 2025 | Feb 04, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 41,306 | 28,292 | 0.35% | 0.27% | 871 | +5,668 | 15.9% | Q4 2025 | Feb 11, 2026 |
| Kelly Financial Services LLC | History | Added to | 41,298 | 28,286 | 7.09% | 6.17% | 872 | +5,716 | 16.06% | Q4 2025 | Jan 13, 2026 |
| Adams Wealth Management | History | Reduced | 41,253 | 28,255 | 6.03% | 6.01% | 873 | -648 | -1.55% | Q4 2025 | Feb 18, 2026 |
| Pinion Investment Advisors, LLC | History | Added to | 41,218 | 28,231 | 6.89% | 6.39% | 874 | +6,864 | 19.98% | Q4 2025 | Jan 29, 2026 |
| Fidelis Wealth Advisors LLC | History | New | 41,120 | 28,164 | 40.83% | — | 875 | +41,120 | New | Q4 2025 | Feb 13, 2026 |
| JMG Financial Group, Ltd. | History | Reduced | 41,070 | 28,130 | 0.79% | 0.79% | 876 | -618 | -1.48% | Q4 2025 | Feb 10, 2026 |
| Birch Hill Investment Advisors LLC | History | Added to | 41,008 | 28,087 | 1.17% | 1.16% | 877 | +68 | 0.17% | Q4 2025 | Jan 27, 2026 |
| Keystone Wealth Services, LLC | History | Reduced | 40,943 | 28,043 | 5.91% | 6.05% | 878 | -525 | -1.27% | Q4 2025 | Jan 26, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | Reduced | 40,883 | 28,002 | 5.47% | 6.06% | 879 | -1,852 | -4.33% | Q4 2025 | Feb 04, 2026 |
| BFSG, LLC | History | Added to | 40,851 | 27,980 | 2.72% | 2.31% | 880 | +5,190 | 14.55% | Q4 2025 | Jan 22, 2026 |
| William Howard & Co Financial Advisors Inc | History | Reduced | 40,739 | 27,904 | 23.52% | 23.45% | 881 | -434 | -1.05% | Q4 2025 | Jan 21, 2026 |
| CONTINUUM WEALTH ADVISORS, LLC | History | Reduced | 40,624 | 27,825 | 10.75% | 12.02% | 882 | -1,500 | -3.56% | Q4 2025 | Feb 04, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | Reduced | 40,536 | 27,764 | 1.13% | 1.15% | 883 | -348 | -0.85% | Q4 2025 | Jan 16, 2026 |
| NewEdge Wealth, LLC | History | Added to | 40,480 | 27,726 | 0.31% | 0.34% | 884 | +5,743 | 16.53% | Q4 2025 | Feb 03, 2026 |
| Aspen Grove Capital, LLC | History | Reduced | 40,353 | 27,640 | 4.79% | 4.85% | 885 | -2,676 | -6.22% | Q4 2025 | Feb 17, 2026 |
| Vivid Wealth Management, LLC | History | Added to | 40,296 | 27,600 | 10.73% | 10.67% | 886 | +190 | 0.47% | Q4 2025 | Jan 30, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Added to | 40,337 | 27,563 | 3.56% | 3.79% | 887 | +78 | 0.19% | Q4 2025 | Feb 04, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Added to | 40,230 | 27,555 | 0.07% | 0.01% | 888 | +34,146 | 561.24% | Q4 2025 | Feb 17, 2026 |
| Richwood Investment Advisors, LLC | History | Added to | 39,583 | 27,462 | 19.72% | 19.65% | 889 | +2,118 | 5.65% | Q4 2025 | Feb 12, 2026 |
| Keystone Financial Services | History | Added to | 40,068 | 27,443 | 8.28% | 7.88% | 890 | +2,092 | 5.51% | Q4 2025 | Feb 12, 2026 |
| Abound Wealth Management | History | Added to | 40,044 | 27,427 | 6.42% | 6.52% | 891 | +1,119 | 2.87% | Q4 2025 | Jan 12, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | Reduced | 39,828 | 27,279 | 3.06% | 3.16% | 892 | -1,395 | -3.38% | Q4 2025 | Jan 22, 2026 |
| WHI TRUST Co LLC | History | New | 39,771 | 27,240 | 20.99% | — | 893 | +39,771 | New | Q4 2025 | Feb 05, 2026 |
| Belpointe Asset Management LLC | History | Added to | 39,767 | 27,239 | 0.98% | 0.97% | 894 | +1,700 | 4.47% | Q4 2025 | Jan 27, 2026 |
| Destiny Capital Corp/CO | History | Added to | 39,755 | 27,229 | 14.01% | 14.02% | 895 | +1,333 | 3.47% | Q4 2025 | Jan 23, 2026 |
| Riverpoint Wealth Management Holdings, LLC | History | Reduced | 39,745 | 27,222 | 5.85% | 5.97% | 896 | -869 | -2.14% | Q4 2025 | Feb 10, 2026 |
| Legacy Trust | History | Added to | 39,728 | 27,211 | 5.09% | 4.94% | 897 | +2,321 | 6.2% | Q4 2025 | Jan 22, 2026 |
| Hubbell Strickland Wealth Management, LLC | History | Added to | 39,670 | 27,171 | 10.93% | 10.7% | 898 | +792 | 2.04% | Q4 2025 | Jan 20, 2026 |
| Wealth Dimensions Group, Ltd. | History | Reduced | 39,658 | 27,163 | 5.39% | 5.49% | 899 | -262 | -0.66% | Q4 2025 | Feb 13, 2026 |
| ONE Advisory Partners, LLC | History | Added to | 39,640 | 27,150 | 8.19% | 8.05% | 900 | +223 | 0.57% | Q4 2025 | Jan 12, 2026 |
| Eldridge Investment Advisors, Inc. | History | Reduced | 39,535 | 27,079 | 5.96% | 6.08% | 901 | -349 | -0.88% | Q4 2025 | Feb 11, 2026 |
| PRAIRIEVIEW WEALTH PARTNERS, LLC | History | Added to | 39,532 | 27,077 | 24.56% | 24.64% | 902 | +338 | 0.86% | Q4 2025 | Feb 05, 2026 |
| CM WEALTH ADVISORS LLC | History | Added to | 39,461 | 27,028 | 6.11% | 6.45% | 903 | +2,910 | 7.96% | Q4 2025 | Jan 26, 2026 |
| BREAKTHRU ADVISORY SERVICES, LLC | History | Reduced | 39,444 | 27,016 | 17.27% | 19.96% | 904 | -5,874 | -12.96% | Q4 2025 | Jan 12, 2026 |
| Human Investing LLC | History | Reduced | 39,417 | 26,998 | 3.81% | 3.94% | 905 | -431 | -1.08% | Q4 2025 | Jan 27, 2026 |
| Eley Financial Management, Inc | History | Added to | 39,348 | 26,950 | 9.68% | 9.39% | 906 | +406 | 1.04% | Q4 2025 | Feb 12, 2026 |
| TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA | History | Reduced | 39,280 | 26,904 | 31.61% | 32.8% | 907 | -1,775 | -4.32% | Q4 2025 | Feb 11, 2026 |
| FSA WEALTH PARTNERS, INC. | History | Added to | 39,271 | 26,898 | 9.67% | 10.11% | 908 | +62 | 0.16% | Q4 2025 | Jan 30, 2026 |
| PEDDOCK CAPITAL ADVISORS, LLC | History | Added to | 39,223 | 26,865 | 5.63% | 5.32% | 909 | +2,355 | 6.39% | Q4 2025 | Jan 21, 2026 |
| Essex Financial Services, Inc. | History | Added to | 39,103 | 26,783 | 1.52% | 1.56% | 910 | +90 | 0.23% | Q4 2025 | Feb 10, 2026 |
| NEW ENGLAND ASSET MANAGEMENT INC | History | No change | 38,985 | 26,702 | 3.49% | 3.41% | 911 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Townsend Financial Planning, LLC | History | New | 38,783 | 26,564 | 26.58% | — | 912 | +38,783 | New | Q4 2025 | Feb 17, 2026 |
| American Wealth Advisors, LLC | History | Reduced | 38,758 | 26,553 | 26.07% | 26.31% | 913 | -978 | -2.46% | Q4 2025 | Jan 26, 2026 |
| DAGCO, INC. | History | Added to | 38,735 | 26,531 | 6.13% | 6.33% | 914 | +1,102 | 2.93% | Q4 2025 | Jan 08, 2026 |
| Fairway Wealth LLC | History | Added to | 38,647 | 26,470 | 7.14% | 7.08% | 915 | +948 | 2.51% | Q4 2025 | Jan 28, 2026 |
| Charles Schwab Trust Co | History | Reduced | 38,589 | 26,431 | 1.74% | 1.85% | 916 | -2,094 | -5.15% | Q4 2025 | Jan 09, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 38,342 | 26,261 | 0.2% | 0.14% | 917 | +14,542 | 61.1% | Q4 2025 | Jan 14, 2026 |
| IAG Wealth Partners, LLC | History | Reduced | 38,341 | 26,261 | 3.04% | 3.29% | 918 | -2,546 | -6.23% | Q4 2025 | Feb 10, 2026 |
| Wick Capital Partners, LLC | History | Reduced | 38,337 | 26,258 | 4.71% | 6.23% | 919 | -682 | -1.75% | Q4 2025 | Mar 02, 2026 |
| 4J Wealth Management LLC | History | Added to | 38,297 | 26,230 | 15.01% | 15.03% | 920 | +85 | 0.22% | Q4 2025 | Jan 15, 2026 |
| PJT Investments Corp. | History | Added to | 38,253 | 26,201 | 15.34% | 10.79% | 921 | +9,642 | 33.7% | Q4 2025 | Feb 13, 2026 |
| GenWealth Group, Inc. | History | Added to | 37,598 | 26,126 | 4.45% | 4.43% | 922 | +2,070 | 5.83% | Q4 2025 | Jan 12, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 38,106 | 26,100 | 0.35% | 0.62% | 923 | -10,284 | -21.25% | Q4 2025 | Feb 06, 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | History | Reduced | 37,981 | 26,014 | 2.19% | 2.19% | 924 | -409 | -1.07% | Q4 2025 | Jan 15, 2026 |
| McAdam, LLC | History | Reduced | 37,913 | 25,967 | 1.19% | 1.26% | 925 | -356 | -0.93% | Q4 2025 | Feb 13, 2026 |
| STERLING INVESTMENT ADVISORS LLC /ADV | History | Added to | 37,890 | 25,952 | 12.56% | 12.47% | 926 | +263 | 0.7% | Q4 2025 | Jan 14, 2026 |
| VERITY Wealth Advisors | History | No change | 37,850 | 25,924 | 16.09% | 16.0% | 927 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Commonwealth Financial Services, LLC | History | Added to | 37,683 | 25,810 | 4.26% | 4.22% | 928 | +868 | 2.36% | Q4 2025 | Feb 06, 2026 |
| Gilbert Capital Group, Inc. | History | Added to | 37,664 | 25,797 | 19.39% | 17.16% | 929 | +4,524 | 13.65% | Q4 2025 | Jan 23, 2026 |
| Vantage Financial Partners, LLC | History | Reduced | 37,356 | 25,586 | 5.19% | 5.29% | 930 | -203 | -0.54% | Q4 2025 | Feb 03, 2026 |
| SOUTHERN CAPITAL ADVISORS, LLC | History | Added to | 37,267 | 25,525 | 11.78% | 11.61% | 931 | +260 | 0.7% | Q4 2025 | Jan 28, 2026 |
| Yukon Wealth Management, Inc. | History | Reduced | 36,965 | 25,479 | 14.68% | 9.11% | 932 | -4,557 | -10.97% | Q4 2025 | Feb 10, 2026 |
| Nova R Wealth, Inc. | History | Reduced | 37,177 | 25,463 | 9.28% | 11.4% | 933 | -3,002 | -7.47% | Q4 2025 | Jan 14, 2026 |
| Investment Advisory Services Group LLC | History | New | 36,887 | 25,265 | 22.43% | — | 934 | +36,887 | New | Q4 2025 | Feb 04, 2026 |
| Fusion Family Wealth, LLC | History | Reduced | 36,869 | 25,252 | 1.91% | 1.86% | 935 | -130 | -0.35% | Q4 2025 | Feb 04, 2026 |
| Orion Capital Management LLC | History | Added to | 36,815 | 25,216 | 8.48% | 8.34% | 936 | +956 | 2.67% | Q4 2025 | Feb 03, 2026 |
| Shared Vision Wealth Group LLC | History | Reduced | 36,190 | 25,184 | 10.2% | 10.72% | 937 | -1,524 | -4.04% | Q4 2025 | Feb 11, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 36,737 | 25,162 | 0.5% | 0.51% | 938 | -1,878 | -4.86% | Q4 2025 | Feb 05, 2026 |
| Waldron Private Wealth LLC | History | Reduced | 36,720 | 25,152 | 0.99% | 1.0% | 939 | -172 | -0.47% | Q4 2025 | Jan 14, 2026 |
| Stephenson & Company, Inc. | History | Added to | 36,478 | 24,984 | 13.72% | 13.82% | 940 | +527 | 1.47% | Q4 2025 | Jan 27, 2026 |
| HILLTOP WEALTH ADVISORS, LLC | History | Added to | 36,453 | 24,968 | 12.54% | 12.66% | 941 | +156 | 0.43% | Q4 2025 | Jan 14, 2026 |
| GC Wealth Management RIA, LLC | History | Added to | 36,372 | 24,912 | 0.91% | 0.55% | 942 | +11,475 | 46.09% | Q4 2025 | Jan 30, 2026 |
| One Wealth Advisors, LLC | History | Reduced | 36,302 | 24,864 | 3.04% | 3.09% | 943 | -488 | -1.33% | Q4 2025 | Feb 02, 2026 |
| MOLLER WEALTH PARTNERS | History | Reduced | 36,288 | 24,854 | 5.2% | 5.47% | 944 | -2,936 | -7.49% | Q4 2025 | Jan 08, 2026 |
| MEMBERS WEALTH LLC | History | Reduced | 35,361 | 24,607 | 15.41% | 15.54% | 945 | -1,166 | -3.19% | Q4 2025 | Jan 28, 2026 |
| STEVENS CAPITAL PARTNERS | History | Added to | 35,918 | 24,601 | 6.44% | 6.22% | 946 | +4,767 | 15.3% | Q4 2025 | Jan 27, 2026 |
| LGL PARTNERS, LLC | History | Reduced | 35,883 | 24,577 | 10.49% | 10.25% | 947 | -86 | -0.24% | Q4 2025 | Feb 09, 2026 |
| Ascent Group, LLC | History | Added to | 35,805 | 24,524 | 0.84% | 0.75% | 948 | +4,032 | 12.69% | Q4 2025 | Jan 20, 2026 |
| KEYVANTAGE WEALTH, LLC | History | Added to | 35,784 | 24,509 | 10.48% | 0.42% | 949 | +34,292 | 2298.39% | Q4 2025 | Feb 10, 2026 |
| Vericrest Private Wealth | History | New | 35,783 | 24,508 | 21.78% | — | 950 | +35,783 | New | Q4 2025 | Mar 12, 2026 |
| Saiph Capital, LLC | History | Added to | 35,776 | 24,504 | 8.8% | 8.51% | 951 | +463 | 1.31% | Q4 2025 | Feb 12, 2026 |
| ARVEST INVESTMENTS, INC. | History | Added to | 35,744 | 24,482 | 3.44% | 3.26% | 952 | +1,744 | 5.13% | Q4 2025 | Jan 20, 2026 |
| DeDora Capital, Inc. | History | Added to | 35,660 | 24,425 | 5.78% | 5.75% | 953 | +85 | 0.24% | Q4 2025 | Jan 22, 2026 |
| Diversified Portfolios, Inc. | History | Reduced | 35,559 | 24,355 | 2.03% | 2.19% | 954 | -1,588 | -4.27% | Q4 2025 | Feb 09, 2026 |
| CVA Family Office, LLC | History | Added to | 35,508 | 24,320 | 2.8% | 3.04% | 955 | +165 | 0.47% | Q4 2025 | Jan 12, 2026 |
| Jackson Wealth Management, LLC | History | Added to | 35,369 | 24,226 | 2.36% | 2.19% | 956 | +2,629 | 8.03% | Q4 2025 | Jan 20, 2026 |
| Pallas Capital Advisors LLC | History | Added to | 35,198 | 24,108 | 0.8% | 0.71% | 957 | +6,371 | 22.1% | Q4 2025 | Jan 14, 2026 |
| Park Place Capital Corp | History | Reduced | 35,148 | 24,074 | 5.01% | 5.42% | 958 | -3,229 | -8.41% | Q4 2025 | Jan 09, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | Reduced | 35,141 | 24,069 | 0.35% | 0.37% | 959 | -1,973 | -5.32% | Q4 2025 | Feb 12, 2026 |
| Kastel Capital Advisors, LLC | History | New | 35,140 | 24,068 | 14.77% | — | 960 | +35,140 | New | Q4 2025 | Feb 18, 2026 |
| XML Financial, LLC | History | Added to | 35,060 | 24,014 | 1.96% | 1.85% | 961 | +1,056 | 3.11% | Q4 2025 | Feb 11, 2026 |
| FLAGSTAR ADVISORS INC | History | Reduced | 34,999 | 23,972 | 8.03% | 8.03% | 962 | -4,174 | -10.66% | Q4 2025 | Jan 13, 2026 |
| OpenArc Corporate Advisory, LLC | History | New | 34,927 | 23,922 | 0.4% | — | 963 | +34,927 | New | Q4 2025 | Feb 13, 2026 |
| PACIFIC FINANCIAL GROUP INC | History | Added to | 34,922 | 23,919 | 13.3% | 16.2% | 964 | +2,237 | 6.84% | Q4 2025 | Feb 17, 2026 |
| Certified Advisory Corp | History | Reduced | 34,816 | 23,847 | 2.17% | 2.26% | 965 | -673 | -1.9% | Q4 2025 | Jan 12, 2026 |
| CAPITAL INSIGHT PARTNERS, LLC | History | Reduced | 34,660 | 23,740 | 5.02% | 4.17% | 966 | -2,940 | -7.82% | Q4 2025 | Feb 17, 2026 |
| Madison Wealth Partners, Inc | History | Added to | 34,651 | 23,734 | 4.33% | 4.45% | 967 | +1,006 | 2.99% | Q4 2025 | Feb 10, 2026 |
| TAGStone Capital, Inc. | History | Added to | 34,633 | 23,721 | 8.84% | 9.16% | 968 | +81 | 0.23% | Q4 2025 | Feb 10, 2026 |
| Willis Johnson & Associates, Inc. | History | Added to | 34,603 | 23,700 | 1.46% | 1.39% | 969 | +1,125 | 3.36% | Q4 2025 | Jan 22, 2026 |
| Walkner Condon Financial Advisors LLC | History | Reduced | 34,553 | 23,666 | 3.29% | 3.72% | 970 | -519 | -1.48% | Q4 2025 | Jan 21, 2026 |
| Sage Advisory Services, Ltd.Co. | History | Added to | 34,523 | 23,646 | 12.88% | 8.91% | 971 | +9,130 | 35.95% | Q4 2025 | Jan 28, 2026 |
| Grey Ledge Advisors, LLC | History | Added to | 34,483 | 23,619 | 5.34% | 4.94% | 972 | +1,899 | 5.83% | Q4 2025 | Feb 05, 2026 |
| Emergent Wealth Advisors, LLC | History | Reduced | 34,455 | 23,599 | 13.27% | 13.66% | 973 | -758 | -2.15% | Q4 2025 | Jan 14, 2026 |
| Ameliora Wealth Management Ltd. | History | Added to | 34,443 | 23,591 | 7.19% | 6.68% | 974 | +4,449 | 14.83% | Q4 2025 | Jan 21, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 34,420 | 23,575 | 0.04% | — | 975 | +34,420 | New | Q4 2025 | Feb 12, 2026 |
| Tepp RIA, LLC | History | Added to | 34,394 | 23,558 | 23.32% | 24.57% | 976 | +2,055 | 6.35% | Q4 2025 | Feb 04, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 33,883 | 23,207 | 0.6% | 0.61% | 977 | -1,834 | -5.13% | Q4 2025 | Feb 03, 2026 |
| Sageworth Trust Co | History | Reduced | 33,765 | 23,126 | 0.99% | 1.05% | 978 | -44 | -0.13% | Q4 2025 | Feb 03, 2026 |
| Cypress Capital Group | History | Added to | 33,407 | 22,881 | 2.56% | 2.67% | 979 | +69 | 0.21% | Q4 2025 | Feb 11, 2026 |
| Van Hulzen Asset Management, LLC | History | Added to | 33,358 | 22,848 | 1.68% | 1.59% | 980 | +1,361 | 4.25% | Q4 2025 | Feb 06, 2026 |
| LYNCH & ASSOCIATES/IN | History | Reduced | 33,320 | 22,822 | 4.31% | 4.34% | 981 | -234 | -0.7% | Q4 2025 | Jan 07, 2026 |
| Beirne Wealth Consulting Services, LLC | History | Added to | 33,194 | 22,755 | 6.59% | 5.29% | 982 | +285 | 0.87% | Q4 2025 | Jan 29, 2026 |
| WATERS PARKERSON & CO., LLC | History | Reduced | 33,169 | 22,718 | 1.12% | 1.09% | 983 | -204 | -0.61% | Q4 2025 | Feb 12, 2026 |
| Western Wealth Management, LLC | History | Reduced | 33,121 | 22,685 | 1.05% | 1.19% | 984 | -700 | -2.07% | Q4 2025 | Feb 05, 2026 |
| Providence Financial Advisors, LLC | History | Reduced | 33,113 | 22,680 | 22.62% | 21.76% | 985 | -975 | -2.86% | Q4 2025 | Feb 10, 2026 |
| Colonial Trust Co / SC | History | Added to | 33,041 | 22,630 | 3.02% | 2.8% | 986 | +1,943 | 6.25% | Q4 2025 | Feb 12, 2026 |
| WBH ADVISORY INC | History | Added to | 33,016 | 22,613 | 1.67% | 1.68% | 987 | +126 | 0.38% | Q4 2025 | Jan 26, 2026 |
| Rock Creek Group, LP | History | Reduced | 32,994 | 22,598 | 2.53% | 2.68% | 988 | -5,089 | -13.36% | Q4 2025 | Feb 10, 2026 |
| Sunbeam Capital Management, LLC | History | Added to | 32,956 | 22,573 | 13.38% | 13.49% | 989 | +514 | 1.58% | Q4 2025 | Feb 13, 2026 |
| 4Thought Financial Group Inc. | History | Reduced | 32,955 | 22,572 | 11.18% | 11.97% | 991 | -2,418 | -6.84% | Q4 2025 | Jan 29, 2026 |
| B&D White Capital Company, LLC | History | Added to | 32,955 | 22,572 | 2.61% | 2.8% | 990 | +324 | 0.99% | Q4 2025 | Feb 13, 2026 |
| Williams Financial, LLC | History | Added to | 32,921 | 22,548 | 13.05% | 10.68% | 992 | +17,444 | 112.71% | Q4 2025 | Feb 02, 2026 |
| Parcion Private Wealth LLC | History | Added to | 894,415 | 22,542 | 1.37% | 0.11% | 993 | +891,770 | 33715.31% | Q4 2025 | Jan 26, 2026 |
| Outlook Wealth Advisors, LLC | History | Added to | 32,896 | 22,531 | 5.1% | 5.36% | 994 | +760 | 2.36% | Q4 2025 | Feb 11, 2026 |
| Holland Advisory Services, Inc. | History | Added to | 32,849 | 22,499 | 30.36% | 29.84% | 995 | +385 | 1.19% | Q4 2025 | Jan 12, 2026 |
| Sherman Asset Management, Inc. | History | Added to | 32,749 | 22,431 | 18.99% | 18.78% | 996 | +232 | 0.71% | Q4 2025 | Feb 05, 2026 |
| Hoese & Co LLP | History | Reduced | 32,734 | 22,420 | 15.98% | 17.19% | 997 | -871 | -2.59% | Q4 2025 | Jan 14, 2026 |
| Kraft, Davis & Associates, LLC | History | Reduced | 32,158 | 22,403 | 5.02% | 5.55% | 998 | -1,622 | -4.8% | Q4 2025 | Jan 14, 2026 |
| Mill Creek Capital Advisors, LLC | History | Reduced | 32,692 | 22,392 | 0.46% | 0.48% | 999 | -1,982 | -5.72% | Q4 2025 | Feb 13, 2026 |
| Trademark Financial Management, LLC | History | Reduced | 32,658 | 22,369 | 12.31% | 14.01% | 1000 | -3,311 | -9.21% | Q4 2025 | Jan 28, 2026 |
| AVAII WEALTH MANAGEMENT, LLC | History | Reduced | 32,486 | 22,250 | 8.06% | 8.64% | 1001 | -1,465 | -4.32% | Q4 2025 | Jan 13, 2026 |
| Stonehage Fleming Financial Services Holdings Ltd | History | Reduced | 32,394 | 22,187 | 0.68% | 0.68% | 1002 | -3,410 | -9.52% | Q4 2025 | Jan 13, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 32,235 | 22,079 | 0.64% | 0.64% | 1003 | +3,150 | 10.83% | Q4 2025 | Feb 12, 2026 |
| Avestar Capital, LLC | History | Reduced | 32,126 | 22,004 | 1.43% | 1.44% | 1004 | -730 | -2.22% | Q4 2025 | Feb 10, 2026 |
| OLD MISSION CAPITAL LLC | History | Reduced | 345,058 | 21,987 | 0.5% | 0.32% | 1006 | -12,703 | -3.55% | Q4 2025 | Feb 17, 2026 |
| INSIGHT 2811, INC. | History | Reduced | 32,102 | 21,987 | 9.7% | 9.58% | 1005 | -12 | -0.04% | Q4 2025 | Feb 03, 2026 |
| Goldstone Financial Group, LLC | History | Reduced | 32,063 | 21,961 | 2.45% | 2.58% | 1007 | -538 | -1.65% | Q4 2025 | Feb 13, 2026 |
| LIFE LINE WEALTH MANAGEMENT LLC | History | Added to | 31,988 | 21,910 | 6.47% | 6.22% | 1008 | +1,527 | 5.01% | Q4 2025 | Feb 04, 2026 |
| BEACON FINANCIAL GROUP | History | New | 31,975 | 21,900 | 2.18% | — | 1009 | +31,975 | New | Q4 2025 | Apr 01, 2026 |
| Pines Wealth Management, LLC | History | Added to | 31,952 | 21,885 | 7.07% | 7.11% | 1010 | +393 | 1.25% | Q4 2025 | Feb 02, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 31,949 | 21,882 | 0.8% | 0.87% | 1011 | -910 | -2.77% | Q4 2025 | Feb 06, 2026 |
| Shelter Mutual Insurance Co | History | Added to | 31,896 | 21,846 | 4.87% | 1.66% | 1012 | +20,826 | 188.13% | Q4 2025 | Feb 13, 2026 |
| Summit Asset Management, LLC | History | Added to | 31,884 | 21,838 | 3.09% | 3.24% | 1013 | +387 | 1.23% | Q4 2025 | Feb 09, 2026 |
| BOSTON RESEARCH & MANAGEMENT INC | History | Added to | 31,827 | 21,799 | 5.03% | 4.34% | 1014 | +2,403 | 8.17% | Q4 2025 | Feb 11, 2026 |
| VANGUARD GROUP INC | History | Added to | 31,602 | 21,645 | 0.0% | 0.0% | 1015 | +415 | 1.33% | Q4 2025 | Jan 29, 2026 |
| ADE, LLC | History | Added to | 31,543 | 21,604 | 10.46% | 10.17% | 1016 | +1,481 | 4.93% | Q4 2025 | Feb 10, 2026 |
| Harbor Group, Inc. | History | Added to | 31,489 | 21,568 | 3.23% | 3.32% | 1017 | +296 | 0.95% | Q4 2025 | Jan 12, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 31,449 | 21,541 | 0.41% | 0.41% | 1018 | +1,258 | 4.17% | Q4 2025 | Feb 12, 2026 |
| ArborFi Advisors, LLC | History | Reduced | 31,297 | 21,436 | 17.4% | 17.11% | 1019 | -97 | -0.31% | Q4 2025 | Jan 29, 2026 |
| Congress Park Capital LLC | History | Added to | 31,124 | 21,318 | 6.37% | 6.11% | 1020 | +1,775 | 6.05% | Q4 2025 | Jan 14, 2026 |
| Braeburn Wealth Management LLC | History | New | 31,064 | 21,276 | 10.87% | — | 1021 | +31,064 | New | Q4 2025 | Feb 18, 2026 |
| MYCIO WEALTH PARTNERS, LLC | History | Added to | 30,912 | 21,173 | 4.38% | 4.76% | 1022 | +175 | 0.57% | Q4 2025 | Feb 10, 2026 |
| Asset Management Group, Inc. | History | Reduced | 30,763 | 21,071 | 3.41% | 3.37% | 1023 | -9 | -0.03% | Q4 2025 | Feb 17, 2026 |
| Astra Wealth Partners LLC | History | Added to | 30,757 | 21,066 | 12.39% | 13.51% | 1024 | +419 | 1.38% | Q4 2025 | Feb 02, 2026 |
| KPP Advisory Services LLC | History | Reduced | 30,737 | 21,053 | 3.06% | 3.32% | 1025 | -2,773 | -8.28% | Q4 2025 | Feb 02, 2026 |
| IMC-Chicago, LLC | History | Added to | 30,647 | 20,991 | 0.01% | 0.01% | 1026 | +8,280 | 37.02% | Q4 2025 | Jan 29, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Reduced | 30,606 | 20,963 | 2.49% | 2.65% | 1027 | -328 | -1.06% | Q4 2025 | Jan 26, 2026 |
| INTERACTIVE FINANCIAL ADVISORS, INC. | History | Reduced | 30,473 | 20,872 | 13.49% | 14.07% | 1028 | -8,415 | -21.64% | Q4 2025 | Feb 09, 2026 |
| JCSD Capital, LLC | History | No change | 30,450 | 20,856 | 24.63% | 17.44% | 1029 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Centennial Wealth Advisory LLC | History | Reduced | 30,361 | 20,798 | 5.5% | 5.66% | 1030 | -46 | -0.15% | Q4 2025 | Jan 14, 2026 |
| Compagnie Lombard Odier SCmA | History | Added to | 30,360 | 20,794 | 0.23% | 0.21% | 1031 | +1,446 | 5.0% | Q4 2025 | Jan 16, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | Reduced | 30,270 | 20,733 | 0.05% | 0.08% | 1032 | -14,500 | -32.39% | Q4 2025 | Feb 10, 2026 |
| Coordinated Financial Services, Inc. | History | Added to | 30,193 | 20,680 | 11.89% | 12.3% | 1033 | +1,540 | 5.37% | Q4 2025 | Feb 09, 2026 |
| Trek Financial, LLC | History | Added to | 30,138 | 20,642 | 1.2% | 0.97% | 1034 | +5,662 | 23.13% | Q4 2025 | Feb 04, 2026 |
| Foundry Financial Group, Inc. | History | Added to | 29,962 | 20,522 | 10.27% | 10.31% | 1035 | +629 | 2.14% | Q4 2025 | Feb 04, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 29,936 | 20,504 | 1.37% | 1.35% | 1036 | +640 | 2.18% | Q4 2025 | Feb 20, 2026 |
| Ducere Wealth Management LLC | History | New | 29,915 | 20,490 | 8.06% | — | 1037 | +29,915 | New | Q4 2025 | Feb 17, 2026 |
| Aspen Wealth Strategies, LLC | History | Reduced | 29,902 | 20,481 | 11.21% | 12.55% | 1038 | -3,856 | -11.42% | Q4 2025 | Jan 28, 2026 |
| Thomasville National Bank | History | Reduced | 29,830 | 20,431 | 1.27% | 1.26% | 1039 | -160 | -0.53% | Q4 2025 | Jan 26, 2026 |
| Chesley Taft & Associates LLC | History | Added to | 29,762 | 20,385 | 0.8% | 0.81% | 1040 | +1,263 | 4.43% | Q4 2025 | Jan 14, 2026 |
| Element Wealth, LLC | History | Reduced | 29,683 | 20,331 | 8.38% | 8.68% | 1041 | -153 | -0.51% | Q4 2025 | Feb 13, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Added to | 29,612 | 20,282 | 0.95% | 1.04% | 1042 | +726 | 2.51% | Q4 2025 | Jan 12, 2026 |
| Oak Wealth Advisors LLC | History | Reduced | 29,593 | 20,269 | 11.64% | 12.1% | 1043 | -1,518 | -4.88% | Q4 2025 | Feb 11, 2026 |
| ACT Advisors, LLC. | History | Reduced | 29,559 | 20,245 | 7.98% | 8.17% | 1044 | -669 | -2.21% | Q4 2025 | Jan 14, 2026 |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | History | Reduced | 29,467 | 20,183 | 3.14% | 3.19% | 1045 | -506 | -1.69% | Q4 2025 | Jan 23, 2026 |
| Headland Capital, LLC | History | Added to | 29,424 | 20,153 | 5.61% | 5.5% | 1046 | +138 | 0.47% | Q4 2025 | Jan 28, 2026 |
| Canvas Wealth Advisors, LLC | History | Added to | 29,396 | 20,134 | 3.42% | 3.52% | 1047 | +632 | 2.2% | Q4 2025 | Jan 12, 2026 |
| CRA Financial Services, LLC | History | Added to | 29,163 | 19,975 | 2.61% | 2.64% | 1048 | +368 | 1.28% | Q4 2025 | Jan 16, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 29,146 | 19,962 | 2.32% | 1.12% | 1049 | +19,358 | 197.77% | Q4 2025 | Feb 13, 2026 |
| Rothschild Wealth LLC | History | Added to | 29,103 | 19,934 | 1.92% | 3.62% | 1050 | +4,279 | 17.24% | Q4 2025 | Feb 17, 2026 |
| Caldwell Trust Co | History | Added to | 29,066 | 19,908 | 1.77% | 1.79% | 1051 | +395 | 1.38% | Q4 2025 | Jan 30, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | Added to | 29,022 | 19,878 | 1.25% | 1.22% | 1052 | +1,003 | 3.58% | Q4 2025 | Feb 17, 2026 |
| COMMON FUND FOR NONPROFIT ORGANIZATIONS | History | Added to | 28,933 | 19,817 | 1.61% | 1.66% | 1053 | +100 | 0.35% | Q4 2025 | Feb 17, 2026 |
| Retirement Systems of Alabama | History | Reduced | 28,898 | 19,793 | 0.06% | 0.06% | 1054 | -95 | -0.33% | Q4 2025 | Jan 15, 2026 |
| SMI Advisory Services, LLC | History | Reduced | 28,245 | 19,721 | 3.4% | 4.35% | 1055 | -5,947 | -17.39% | Q4 2025 | Jan 13, 2026 |
| Independent Advisor Alliance | History | Added to | 28,622 | 19,604 | 0.48% | 0.49% | 1056 | +171 | 0.6% | Q4 2025 | Feb 04, 2026 |
| Legacy Financial Group LLC | History | Added to | 28,432 | 19,598 | 2.42% | 2.4% | 1057 | +989 | 3.6% | Q4 2025 | Feb 05, 2026 |
| RFG Advisory, LLC | History | Added to | 28,612 | 19,597 | 0.37% | 0.38% | 1058 | +906 | 3.27% | Q4 2025 | Feb 03, 2026 |
| WESBANCO BANK INC | History | Reduced | 28,562 | 19,563 | 0.54% | 0.53% | 1059 | -153 | -0.53% | Q4 2025 | Feb 03, 2026 |
| Roger Wittlin Investment Advisory, LLC | History | Reduced | 28,556 | 19,558 | 13.68% | 14.01% | 1060 | -9,112 | -24.19% | Q4 2025 | Jan 20, 2026 |
| Taylor & Morgan Wealth Management, LLC | History | Reduced | 28,379 | 19,437 | 10.89% | 12.07% | 1061 | -986 | -3.36% | Q4 2025 | Jan 16, 2026 |
| Signet Private Wealth LLC | History | New | 28,354 | 19,420 | 18.59% | — | 1062 | +28,354 | New | Q4 2025 | Feb 11, 2026 |
| COOPER/HAIMS ADVISORS, LLC | History | Added to | 35,792 | 19,419 | 8.83% | 8.27% | 1063 | +9,329 | 35.25% | Q4 2025 | Feb 11, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | Added to | 28,294 | 19,379 | 0.55% | 0.48% | 1064 | +3,616 | 14.65% | Q4 2025 | Feb 13, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 28,267 | 19,361 | 0.93% | 0.9% | 1065 | +175 | 0.62% | Q4 2025 | Jan 20, 2026 |
| DIMENSION CAPITAL MANAGEMENT LLC | History | Reduced | 28,084 | 19,268 | 2.7% | 3.19% | 1066 | -5,011 | -15.14% | Q4 2025 | Feb 17, 2026 |
| NRI Wealth Management LC | History | Reduced | 28,128 | 19,266 | 9.83% | 10.29% | 1067 | -642 | -2.23% | Q4 2025 | Jan 22, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 28,094 | 19,242 | 0.28% | 0.27% | 1068 | +1,669 | 6.32% | Q4 2025 | Feb 09, 2026 |
| NorthRock Partners, LLC | History | Added to | 28,087 | 19,238 | 0.32% | 0.3% | 1069 | +3,538 | 14.41% | Q4 2025 | Feb 17, 2026 |
| CWA Asset Management Group, LLC | History | Added to | 27,949 | 19,143 | 0.69% | 0.67% | 1070 | +973 | 3.61% | Q4 2025 | Jan 07, 2026 |
| Acropolis Investment Management, LLC | History | Reduced | 27,840 | 19,068 | 0.86% | 0.9% | 1071 | -808 | -2.82% | Q4 2025 | Jan 14, 2026 |
| CENTRAL TRUST Co | History | Added to | 27,833 | 19,063 | 0.37% | 0.38% | 1072 | +850 | 3.15% | Q4 2025 | Feb 02, 2026 |
| STEEL GROVE CAPITAL ADVISORS, LLC | History | Added to | 27,755 | 19,010 | 1.97% | 2.04% | 1073 | +49 | 0.18% | Q4 2025 | Feb 09, 2026 |
| Empower Advisory Group, LLC | History | Added to | 27,619 | 18,917 | 0.05% | 0.05% | 1074 | +1,517 | 5.81% | Q4 2025 | Feb 12, 2026 |
| Kilter Group LLC | History | Added to | 27,577 | 18,888 | 8.34% | 8.53% | 1075 | +566 | 2.1% | Q4 2025 | Feb 13, 2026 |
| FIFTH LANE CAPITAL, LP | History | No change | 27,500 | 18,835 | 14.28% | 18.49% | 1076 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| PFG Advisors | History | Added to | 27,391 | 18,760 | 0.91% | 0.65% | 1077 | +3,748 | 15.85% | Q4 2025 | Jan 27, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Reduced | 27,369 | 18,746 | 2.25% | 2.32% | 1078 | -1,953 | -6.66% | Q4 2025 | Feb 13, 2026 |
| NWF Advisory Services Inc. | History | Reduced | 27,280 | 18,684 | 2.06% | 2.06% | 1079 | -725 | -2.59% | Q4 2025 | Mar 03, 2026 |
| Blueprint Investment Partners LLC | History | Added to | 27,262 | 18,672 | 2.0% | 2.55% | 1080 | +104 | 0.38% | Q4 2025 | Feb 17, 2026 |
| hemming& Wealth Management, Inc. | History | New | 27,228 | 18,649 | 12.76% | — | 1081 | +27,228 | New | Q4 2025 | Mar 03, 2026 |
| BCGM Wealth Management, LLC | History | Reduced | 27,221 | 18,645 | 4.76% | 4.77% | 1082 | -169 | -0.62% | Q4 2025 | Jan 07, 2026 |
| ASSOCIATED BANC-CORP | History | Added to | 27,182 | 18,618 | 0.48% | 0.44% | 1083 | +2,049 | 8.15% | Q4 2025 | Feb 06, 2026 |
| Bank of New Hampshire | History | New | 27,163 | 18,604 | 4.18% | — | 1084 | +27,163 | New | Q4 2025 | Mar 16, 2026 |
| SWP FINANCIAL LLC | History | Reduced | 27,142 | 18,590 | 9.33% | 10.6% | 1085 | -3,931 | -12.65% | Q4 2025 | Jan 16, 2026 |
| BTC Capital Management, Inc. | History | Added to | 27,140 | 18,589 | 1.3% | 1.24% | 1086 | +378 | 1.41% | Q4 2025 | Jan 15, 2026 |
| Gradient Investments LLC | History | Added to | 27,130 | 18,582 | 0.29% | 0.28% | 1087 | +1,782 | 7.03% | Q4 2025 | Jan 08, 2026 |
| Global Wealth Management Investment Advisory, Inc. | History | Added to | 27,050 | 18,527 | 2.97% | 2.93% | 1088 | +906 | 3.47% | Q4 2025 | Feb 04, 2026 |
| Generali Investments CEE, investicni spolecnost, a.s. | History | No change | 27,000 | 18,493 | 1.3% | 1.38% | 1089 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| ICONIQ Capital, LLC | History | Added to | 26,960 | 18,465 | 0.28% | 0.09% | 1090 | +16,048 | 147.07% | Q4 2025 | Feb 13, 2026 |
| Trifecta Capital Advisors, LLC | History | Added to | 26,796 | 18,353 | 2.72% | 2.68% | 1091 | +414 | 1.57% | Q4 2025 | Jan 30, 2026 |
| Wiser Wealth Management, Inc | History | Reduced | 26,785 | 18,345 | 4.08% | 4.43% | 1092 | -2,168 | -7.49% | Q4 2025 | Jan 12, 2026 |
| Montecito Bank & Trust | History | Reduced | 26,745 | 18,318 | 2.92% | 2.81% | 1093 | -294 | -1.09% | Q4 2025 | Jan 09, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 26,703 | 18,289 | 0.85% | 0.86% | 1094 | +177 | 0.67% | Q4 2025 | Feb 13, 2026 |
| EQ LLC | History | Reduced | 26,299 | 18,013 | 5.19% | 7.57% | 1095 | -7,010 | -21.05% | Q4 2025 | Feb 10, 2026 |
| Providence Capital Advisors, LLC | History | Reduced | 26,244 | 17,975 | 3.02% | 3.09% | 1096 | -410 | -1.54% | Q4 2025 | Feb 12, 2026 |
| Global Wealth Management, LLC | History | Reduced | 26,225 | 17,962 | 9.67% | 10.55% | 1097 | -3,807 | -12.68% | Q4 2025 | Jan 26, 2026 |
| Fairvoy Private Wealth, LLC | History | Added to | 26,181 | 17,932 | 4.01% | 3.95% | 1098 | +231 | 0.89% | Q4 2025 | Jan 14, 2026 |
| EVERPAR ADVISORS LLC | History | Added to | 26,166 | 17,922 | 6.65% | 4.9% | 1099 | +7,637 | 41.22% | Q4 2025 | Jan 07, 2026 |
| Venture Visionary Partners LLC | History | Added to | 25,997 | 17,871 | 0.58% | 0.55% | 1100 | +1,881 | 7.8% | Q4 2025 | Feb 13, 2026 |
| Columbus Macro, LLC | History | Added to | 25,984 | 17,797 | 1.95% | 1.83% | 1101 | +1,914 | 7.95% | Q4 2025 | Jan 15, 2026 |
| EPG Wealth Management LLC | History | Added to | 25,983 | 17,796 | 4.79% | 4.79% | 1102 | +29 | 0.11% | Q4 2025 | Jan 28, 2026 |
| Traveka Wealth, LLC | History | Added to | 25,914 | 17,749 | 7.23% | 5.98% | 1103 | +5,914 | 29.57% | Q4 2025 | Jan 08, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 25,910 | 17,746 | 0.36% | 0.37% | 1104 | +325 | 1.27% | Q4 2025 | Feb 06, 2026 |
| Invst, LLC | History | Reduced | 25,825 | 17,688 | 1.92% | 2.07% | 1105 | -1,434 | -5.26% | Q4 2025 | Feb 11, 2026 |
| BIP Wealth, LLC | History | Added to | 25,781 | 17,658 | 0.62% | 0.6% | 1106 | +7,618 | 41.94% | Q4 2025 | Jan 21, 2026 |
| Fort Point Capital Partners LLC | History | Added to | 25,381 | 17,648 | 1.98% | 1.91% | 1107 | +1,097 | 4.52% | Q4 2025 | Feb 13, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 25,762 | 17,645 | 0.85% | 1.3% | 1108 | -6,244 | -19.51% | Q4 2025 | Jan 28, 2026 |
| Bigelow Investment Advisors, LLC | History | Added to | 25,697 | 17,601 | 6.88% | 6.61% | 1109 | +1,203 | 4.91% | Q4 2025 | Jan 28, 2026 |
| Zhang Financial LLC | History | Reduced | 25,662 | 17,576 | 0.66% | 0.72% | 1110 | -874 | -3.29% | Q4 2025 | Feb 10, 2026 |
| OARSMAN CAPITAL, INC. | History | Reduced | 25,642 | 17,563 | 2.28% | 2.43% | 1111 | -289 | -1.11% | Q4 2025 | Feb 13, 2026 |
| Hardy Reed LLC | History | Added to | 25,495 | 17,462 | 1.25% | 1.25% | 1112 | +100 | 0.39% | Q4 2025 | Feb 06, 2026 |
| Sovereign Financial Group, Inc. | History | Reduced | 25,410 | 17,404 | 3.0% | 3.22% | 1113 | -282 | -1.1% | Q4 2025 | Jan 07, 2026 |
| DWR WEALTH MANAGEMENT, LLC | History | New | 25,143 | 17,346 | 16.1% | — | 1114 | +25,143 | New | Q4 2025 | Mar 31, 2026 |
| Pine Valley Investments Ltd Liability Co | History | Added to | 25,311 | 17,336 | 0.81% | 0.83% | 1115 | +38 | 0.15% | Q4 2025 | Feb 13, 2026 |
| WEBSTER BANK, N. A. | History | Reduced | 25,304 | 17,331 | 1.63% | 1.67% | 1116 | -615 | -2.37% | Q4 2025 | Jan 23, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Added to | 25,196 | 17,257 | 1.09% | 0.82% | 1117 | +6,330 | 33.55% | Q4 2025 | Jan 23, 2026 |
| IRONWOOD WEALTH MANAGEMENT, INC. | History | Reduced | 24,734 | 17,241 | 7.73% | 7.84% | 1118 | -1,345 | -5.16% | Q4 2025 | Jan 14, 2026 |
| Synergy Investment Management, LLC | History | Added to | 25,148 | 17,225 | 6.1% | 5.54% | 1119 | +3,492 | 16.12% | Q4 2025 | Feb 06, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 25,093 | 17,187 | 0.44% | 0.42% | 1120 | +576 | 2.35% | Q4 2025 | Jan 07, 2026 |
| Bank Pictet & Cie (Europe) AG | History | No change | 25,070 | 17,171 | 0.34% | 0.34% | 1121 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| American National Bank of Texas | History | Added to | 25,030 | 17,144 | 16.47% | 13.53% | 1122 | +3,550 | 16.53% | Q4 2025 | Jan 08, 2026 |
| BEACON ADVISORS HOLDINGS, LLC | History | New | 25,018 | 17,135 | 9.02% | — | 1123 | +25,018 | New | Q4 2025 | Feb 27, 2026 |
| Breakwater Capital Group | History | Added to | 24,854 | 17,023 | 2.38% | 2.44% | 1124 | +211 | 0.86% | Q4 2025 | Jan 09, 2026 |
| Edgestream Partners, L.P. | History | Added to | 24,805 | 16,989 | 0.48% | 0.22% | 1125 | +13,644 | 122.25% | Q4 2025 | Feb 13, 2026 |
| Aureus Asset Management, LLC | History | Added to | 24,765 | 16,962 | 1.08% | 1.04% | 1126 | +819 | 3.42% | Q4 2025 | Feb 17, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Added to | 24,724 | 16,934 | 0.93% | 0.91% | 1127 | +837 | 3.5% | Q4 2025 | Jan 13, 2026 |
| Peterson Wealth Advisors, LLC | History | Reduced | 24,681 | 16,905 | 2.25% | 2.52% | 1128 | -337 | -1.35% | Q4 2025 | Jan 09, 2026 |
| Highview Capital Management LLC/DE/ | History | Added to | 24,600 | 16,849 | 5.94% | 6.03% | 1129 | +96 | 0.39% | Q4 2025 | Jan 27, 2026 |
| Elyxium Wealth, LLC | History | Added to | 24,567 | 16,826 | 4.67% | 5.28% | 1130 | +1,960 | 8.67% | Q4 2025 | Feb 05, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 24,503 | 16,782 | 1.26% | 0.99% | 1131 | +6,610 | 36.94% | Q4 2025 | Jan 07, 2026 |
| KLINGENSTEIN FIELDS & CO LP | History | Added to | 24,436 | 16,737 | 0.63% | 0.56% | 1132 | +2,350 | 10.64% | Q4 2025 | Feb 13, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Reduced | 24,349 | 16,677 | 1.04% | 1.06% | 1133 | -129 | -0.53% | Q4 2025 | Feb 17, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 24,335 | 16,667 | 0.37% | 0.38% | 1134 | +358 | 1.49% | Q4 2025 | Jan 27, 2026 |
| Verum Partners LLC | History | Reduced | 24,302 | 16,645 | 3.36% | 3.52% | 1135 | -454 | -1.83% | Q4 2025 | Jan 14, 2026 |
| Bulltick Wealth Management, LLC | History | Added to | 24,296 | 16,641 | 3.54% | 1.41% | 1136 | +15,416 | 173.6% | Q4 2025 | Feb 17, 2026 |
| MOSAIC FINANCIAL GROUP, LLC | History | Added to | 24,282 | 16,632 | 11.36% | 11.23% | 1137 | +703 | 2.98% | Q4 2025 | Feb 13, 2026 |
| Cherry Tree Wealth Management, LLC | History | Added to | 24,215 | 16,585 | 3.5% | 3.44% | 1139 | +814 | 3.48% | Q4 2025 | Feb 10, 2026 |
| Parisi Gray Wealth Management | History | Reduced | 24,215 | 16,585 | 3.77% | 4.23% | 1138 | -82 | -0.34% | Q4 2025 | Jan 07, 2026 |
| GenTrust, LLC | History | Added to | 24,192 | 16,570 | 0.71% | 0.72% | 1140 | +470 | 1.98% | Q4 2025 | Feb 02, 2026 |
| PEOPLES BANK /OH | History | Reduced | 24,146 | 16,538 | 10.26% | 10.14% | 1141 | -521 | -2.11% | Q4 2025 | Jan 29, 2026 |
| Cyndeo Wealth Partners, LLC | History | Added to | 24,139 | 16,533 | 0.89% | 0.88% | 1142 | +360 | 1.51% | Q4 2025 | Jan 07, 2026 |
| YHB Investment Advisors, Inc. | History | Added to | 23,986 | 16,429 | 1.14% | 1.11% | 1143 | +1,389 | 6.15% | Q4 2025 | Jan 16, 2026 |
| ANDERSON HOAGLAND & CO | History | Reduced | 23,974 | 16,420 | 1.41% | 1.45% | 1144 | -192 | -0.79% | Q4 2025 | Jan 05, 2026 |
| Lutz Financial Services LLC | History | Added to | 23,966 | 16,415 | 1.12% | 1.15% | 1145 | +224 | 0.94% | Q4 2025 | Feb 06, 2026 |
| Caprock Group, LLC | History | Added to | 23,947 | 16,402 | 0.35% | 0.37% | 1146 | +648 | 2.78% | Q4 2025 | Jan 28, 2026 |
| Disciplina Capital Management LLC | History | No change | 23,880 | 16,356 | 1.87% | 1.95% | 1147 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Delta Investment Management, LLC | History | Added to | 23,760 | 16,274 | 2.82% | 2.54% | 1148 | +2,594 | 12.26% | Q4 2025 | Jan 30, 2026 |
| FIRST NATIONAL TRUST CO | History | Added to | 23,755 | 16,270 | 0.54% | 0.53% | 1149 | +550 | 2.37% | Q4 2025 | Feb 09, 2026 |
| Proficio Capital Partners LLC | History | Added to | 23,675 | 16,215 | 1.14% | 0.98% | 1150 | +2,425 | 11.41% | Q4 2025 | Feb 12, 2026 |
| Nordwand Advisors, LLC | History | Added to | 23,668 | 16,211 | 2.83% | 2.08% | 1151 | +4,095 | 20.92% | Q4 2025 | Feb 03, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 23,649 | 16,198 | 0.76% | 0.66% | 1152 | +882 | 3.87% | Q4 2025 | Jan 21, 2026 |
| Goepper Burkhardt LLC | History | Added to | 23,643 | 16,194 | 5.28% | 4.42% | 1153 | +4,263 | 22.0% | Q4 2025 | Feb 09, 2026 |
| Investment Advisory Group, LLC | History | Added to | 23,644 | 16,194 | 4.17% | 4.17% | 1154 | +722 | 3.15% | Q4 2025 | Jan 23, 2026 |
| WealthPLAN Partners, LLC | History | Added to | 23,573 | 16,145 | 2.41% | 2.13% | 1155 | +2,380 | 11.23% | Q4 2025 | Feb 12, 2026 |
| Broadview Financial Management, LLC | History | Reduced | 23,543 | 16,125 | 10.79% | 10.74% | 1156 | -257 | -1.08% | Q4 2025 | Feb 13, 2026 |
| Fusion Capital, LLC | History | Added to | 23,493 | 16,091 | 4.53% | 4.63% | 1157 | +277 | 1.19% | Q4 2025 | Feb 04, 2026 |
| Capital Group Private Client Services, Inc. | History | Added to | 23,478 | 16,081 | 0.26% | 0.23% | 1158 | +2,519 | 12.02% | Q4 2025 | Feb 11, 2026 |
| GENESIS PRIVATE WEALTH, LLC | History | New | 23,414 | 16,037 | 4.98% | — | 1159 | +23,414 | New | Q4 2025 | Jan 08, 2026 |
| Baring Financial LLC | History | Added to | 23,400 | 16,027 | 9.76% | 7.24% | 1160 | +7,537 | 47.51% | Q4 2025 | Jan 07, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 23,399 | 16,026 | 0.01% | 0.0% | 1161 | +16,662 | 247.32% | Q4 2025 | Feb 13, 2026 |
| INGALLS & SNYDER LLC | History | Added to | 23,391 | 16,021 | 0.59% | 0.5% | 1162 | +758 | 3.35% | Q4 2025 | Feb 13, 2026 |
| Pinnacle Family Advisors, LLC | History | Reduced | 23,341 | 15,986 | 7.04% | 6.87% | 1163 | -176 | -0.75% | Q4 2025 | Feb 17, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | Added to | 23,287 | 15,950 | 3.96% | 3.9% | 1164 | +617 | 2.72% | Q4 2025 | Jan 27, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | Reduced | 23,258 | 15,930 | 1.8% | 1.88% | 1165 | -639 | -2.67% | Q4 2025 | Jan 14, 2026 |
| GM Advisory Group, LLC | History | Added to | 23,232 | 15,912 | 0.62% | 0.58% | 1166 | +2,802 | 13.72% | Q4 2025 | Feb 13, 2026 |
| Meadow Creek Wealth Advisors LLC | History | Added to | 22,946 | 15,716 | 10.05% | 9.24% | 1167 | +1,975 | 9.42% | Q4 2025 | Jan 28, 2026 |
| Jackson Hole Capital Partners, LLC | History | Added to | 22,858 | 15,656 | 2.68% | 2.57% | 1168 | +372 | 1.65% | Q4 2025 | Jan 30, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Reduced | 22,774 | 15,598 | 0.04% | 0.08% | 1169 | -25,100 | -52.43% | Q4 2025 | Feb 17, 2026 |
| Forbes Financial Planning, Inc. | History | Added to | 22,736 | 15,574 | 9.11% | 9.72% | 1170 | +919 | 4.21% | Q4 2025 | Jan 26, 2026 |
| MUSTICO FINANCIAL GROUP, INC. | History | Added to | 22,127 | 15,417 | 11.89% | 12.92% | 1171 | +2,664 | 13.69% | Q4 2025 | Feb 17, 2026 |
| Fiera Capital Corp | History | Added to | 22,484 | 15,400 | 0.05% | 0.05% | 1172 | +439 | 1.99% | Q4 2025 | Feb 11, 2026 |
| Sierra Capital LLC | History | Reduced | 22,484 | 15,400 | 1.63% | 1.67% | 1173 | -195 | -0.86% | Q4 2025 | Feb 18, 2026 |
| SEVEN MILE ADVISORY | History | Reduced | 22,461 | 15,384 | 2.64% | 2.53% | 1174 | -962 | -4.11% | Q4 2025 | Feb 13, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 22,453 | 15,378 | 1.09% | 1.19% | 1175 | +129 | 0.58% | Q4 2025 | Jan 21, 2026 |
| MOTIVE WEALTH ADVISORS | History | No change | 22,440 | 15,369 | 6.55% | 6.47% | 1176 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| LiftPoint Family Wealth Advisors LLC | History | New | 22,412 | 15,350 | 13.1% | — | 1177 | +22,412 | New | Q4 2025 | Feb 13, 2026 |
| Box Hill Private Wealth LLC | History | New | 22,390 | 15,335 | 15.52% | — | 1178 | +22,390 | New | Q4 2025 | Feb 09, 2026 |
| XPONANCE LLC | History | Added to | 22,362 | 15,316 | 0.11% | 0.11% | 1179 | +1,913 | 9.35% | Q4 2025 | Feb 12, 2026 |
| TSA Wealth Managment LLC | History | Reduced | 22,359 | 15,314 | 5.07% | 5.14% | 1180 | -230 | -1.02% | Q4 2025 | Jan 22, 2026 |
| Roof Eidam Maycock Peralta, LLC | History | Added to | 22,358 | 15,313 | 3.47% | 3.6% | 1181 | +232 | 1.05% | Q4 2025 | Jan 26, 2026 |
| Evernest Financial Advisors, LLC | History | Reduced | 21,933 | 15,288 | 3.2% | 5.06% | 1182 | -5,048 | -18.71% | Q4 2025 | Feb 13, 2026 |
| Greenhouse Wealth Management, LLC | History | Added to | 22,314 | 15,283 | 9.04% | 8.96% | 1183 | +34 | 0.15% | Q4 2025 | Jan 21, 2026 |
| Pembroke Management, LTD | History | Reduced | 22,303 | 15,276 | 1.58% | 1.49% | 1184 | -65 | -0.29% | Q4 2025 | Feb 12, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 22,226 | 15,223 | 3.98% | 3.94% | 1185 | +433 | 1.99% | Q4 2025 | Feb 02, 2026 |
| Tempo Wealth, LLC | History | New | 22,209 | 15,211 | 2.71% | — | 1186 | +22,209 | New | Q4 2025 | Feb 25, 2026 |
| Omega Financial Group, LLC | History | Added to | 22,088 | 15,129 | 4.98% | 4.87% | 1187 | +90 | 0.41% | Q4 2025 | Jan 28, 2026 |
| Red Door Wealth Management, LLC | History | Added to | 22,052 | 15,104 | 1.57% | 1.29% | 1188 | +3,921 | 21.63% | Q4 2025 | Jan 20, 2026 |
| ETF Store, Inc. | History | Reduced | 21,952 | 15,035 | 15.34% | 15.83% | 1189 | -351 | -1.57% | Q4 2025 | Jan 22, 2026 |
| MFA Wealth Services | History | Added to | 21,922 | 15,015 | 10.15% | 10.09% | 1190 | +74 | 0.34% | Q4 2025 | Jan 15, 2026 |
| Centurion Wealth Management LLC | History | Added to | 21,850 | 14,965 | 3.28% | 3.3% | 1191 | +224 | 1.04% | Q4 2025 | Jan 14, 2026 |
| CIBC WORLD MARKETS CORP | History | New | 21,779 | 14,917 | 0.07% | — | 1192 | +21,779 | New | Q4 2025 | Feb 12, 2026 |
| GFS Advisors, LLC | History | Reduced | 21,755 | 14,900 | 1.77% | 1.86% | 1193 | -12 | -0.06% | Q4 2025 | Feb 11, 2026 |
| Northwest Bancshares, Inc. | History | Reduced | 21,743 | 14,892 | 2.88% | 2.59% | 1194 | -1,535 | -6.59% | Q4 2025 | Feb 13, 2026 |
| GOULD ASSET MANAGEMENT LLC /CA/ | History | Reduced | 21,704 | 14,866 | 2.63% | 2.83% | 1195 | -1,086 | -4.77% | Q4 2025 | Feb 17, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 21,634 | 14,817 | 0.26% | 0.29% | 1196 | +69 | 0.32% | Q4 2025 | Jan 16, 2026 |
| Campion Asset Management | History | Added to | 21,607 | 14,799 | 10.27% | 7.86% | 1197 | +5,057 | 30.56% | Q4 2025 | Feb 17, 2026 |
| North Star Investment Management Corp. | History | Reduced | 21,534 | 14,749 | 0.93% | 0.95% | 1198 | -511 | -2.32% | Q4 2025 | Jan 30, 2026 |
| PARK NATIONAL CORP /OH/ | History | Reduced | 21,505 | 14,729 | 0.46% | 0.45% | 1199 | -168 | -0.78% | Q4 2025 | Jan 05, 2026 |
| Secure Asset Management, LLC | History | Added to | 21,488 | 14,718 | 2.3% | 2.35% | 1200 | +255 | 1.2% | Q4 2025 | Jan 20, 2026 |
| PLANWISER FINANCIAL, LLC | History | Added to | 21,365 | 14,705 | 11.0% | 10.2% | 1201 | +2,669 | 14.28% | Q4 2025 | Feb 13, 2026 |
| Canal Capital Management, LLC | History | Reduced | 21,464 | 14,701 | 2.09% | 2.42% | 1202 | -2,587 | -10.76% | Q4 2025 | Jan 06, 2026 |
| Inman Jager Wealth Management, LLC | History | Added to | 21,397 | 14,655 | 8.97% | 8.14% | 1203 | +2,355 | 12.37% | Q4 2025 | Jan 26, 2026 |
| Cobblestone Asset Management LLC | History | Added to | 21,359 | 14,629 | 6.57% | 6.49% | 1204 | +143 | 0.67% | Q4 2025 | Jan 15, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 21,357 | 14,628 | 1.28% | 1.4% | 1205 | -2,292 | -9.69% | Q4 2025 | Jan 26, 2026 |
| Lakeshore Capital Group, Inc. | History | Reduced | 21,297 | 14,587 | 11.67% | 11.79% | 1206 | -518 | -2.37% | Q4 2025 | Jan 21, 2026 |
| JDM Financial Group LLC | History | Reduced | 21,292 | 14,583 | 5.66% | 6.25% | 1207 | -998 | -4.48% | Q4 2025 | Feb 02, 2026 |
| Pandora Wealth, Inc. | History | Added to | 21,271 | 14,569 | 8.85% | 8.59% | 1208 | +61 | 0.29% | Q4 2025 | Feb 04, 2026 |
| FOCUSED ALPHA, LLC | History | New | 21,192 | 14,515 | 4.27% | — | 1209 | +21,192 | New | Q4 2025 | Feb 13, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 21,185 | 14,511 | 0.86% | 0.86% | 1210 | +355 | 1.7% | Q4 2025 | Feb 10, 2026 |
| Palisades Hudson Asset Management, L.P. | History | Reduced | 21,108 | 14,457 | 5.61% | 7.06% | 1211 | -7,982 | -27.44% | Q4 2025 | Jan 30, 2026 |
| Keenan, LLC | History | New | 21,089 | 14,444 | 12.7% | — | 1212 | +21,089 | New | Q4 2025 | Mar 04, 2026 |
| Cosner Financial Group, LLC | History | Reduced | 21,085 | 14,442 | 7.37% | 7.63% | 1213 | -127 | -0.6% | Q4 2025 | Jan 30, 2026 |
| SYNTAX RESEARCH, INC. | History | Added to | 21,030 | 14,404 | 8.88% | 9.04% | 1214 | +23 | 0.11% | Q4 2025 | Feb 02, 2026 |
| BRIGHT FINANCIAL ADVISORS, INC. | History | Added to | 20,966 | 14,361 | 6.78% | 6.53% | 1215 | +991 | 4.96% | Q4 2025 | Jan 23, 2026 |
| FOCUS Wealth Advisors, LLC | History | No change | 20,906 | 14,319 | 6.66% | 6.72% | 1216 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| REDW Wealth LLC | History | Reduced | 20,877 | 14,299 | 5.45% | 5.4% | 1217 | -468 | -2.19% | Q4 2025 | Jan 28, 2026 |
| Kooman & Associates | History | Added to | 20,823 | 14,262 | 4.22% | 4.29% | 1218 | +40 | 0.19% | Q4 2025 | Jan 23, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | New | 20,767 | 14,224 | 0.3% | — | 1219 | +20,767 | New | Q4 2025 | Feb 17, 2026 |
| Beaird Harris Wealth Management, LLC | History | Added to | 20,736 | 14,203 | 0.98% | 0.95% | 1220 | +692 | 3.45% | Q4 2025 | Feb 23, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 20,725 | 14,195 | 12.31% | — | 1221 | +20,725 | New | Q4 2025 | Feb 10, 2026 |
| DecisionMap Wealth Management, LLC | History | Added to | 20,721 | 14,192 | 8.75% | 7.22% | 1222 | +3,885 | 23.08% | Q4 2025 | Jan 07, 2026 |
| Concorde Asset Management, LLC | History | Added to | 20,678 | 14,162 | 5.66% | 5.61% | 1223 | +695 | 3.48% | Q4 2025 | Feb 13, 2026 |
| Ted Buchan & Co | History | Added to | 20,641 | 14,137 | 5.19% | 5.36% | 1224 | +203 | 0.99% | Q4 2025 | Feb 11, 2026 |
| DOLIVER ADVISORS, LP | History | Reduced | 20,625 | 14,126 | 3.53% | 3.75% | 1225 | -1,035 | -4.78% | Q4 2025 | Jan 06, 2026 |
| MRWM Advisors, LLC | History | Reduced | 20,567 | 14,087 | 7.56% | 8.48% | 1226 | -1,681 | -7.56% | Q4 2025 | Jan 26, 2026 |
| Jump Financial, LLC | History | New | 20,538 | 14,067 | 0.17% | — | 1227 | +20,538 | New | Q4 2025 | Feb 17, 2026 |
| Fortis Capital Advisors, LLC | History | Added to | 20,528 | 14,060 | 2.08% | 1.98% | 1228 | +1,816 | 9.71% | Q4 2025 | Jan 27, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 20,404 | 13,975 | 0.9% | 0.94% | 1229 | -518 | -2.48% | Q4 2025 | Feb 03, 2026 |
| Eagle Strategies LLC | History | Added to | 20,362 | 13,946 | 1.78% | 1.71% | 1230 | +1,260 | 6.6% | Q4 2025 | Jan 23, 2026 |
| Csenge Advisory Group | History | Added to | 20,293 | 13,899 | 0.63% | 0.64% | 1231 | +314 | 1.57% | Q4 2025 | Feb 06, 2026 |
| TFB Advisors LLC | History | Added to | 20,289 | 13,896 | 3.88% | 2.52% | 1232 | +7,285 | 56.02% | Q4 2025 | Feb 13, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Reduced | 20,288 | 13,895 | 0.78% | 0.84% | 1233 | -25 | -0.12% | Q4 2025 | Feb 04, 2026 |
| GWN SECURITIES INC. | History | Added to | 20,285 | 13,894 | 2.81% | 2.97% | 1234 | +1,247 | 6.55% | Q4 2025 | Feb 11, 2026 |
| BG Investment Services, LLC | History | Reduced | 20,284 | 13,893 | 12.38% | 13.71% | 1235 | -491 | -2.36% | Q4 2025 | Feb 05, 2026 |
| Glen Eagle Advisors, LLC | History | Added to | 20,272 | 13,885 | 1.89% | 1.75% | 1236 | +1,467 | 7.8% | Q4 2025 | Feb 13, 2026 |
| CrossGen Wealth, LLC | History | New | 20,260 | 13,876 | 12.22% | — | 1237 | +20,260 | New | Q4 2025 | Feb 19, 2026 |
| Polaris Investment Advisors, LLC | History | New | 20,244 | 13,865 | 10.02% | — | 1238 | +20,244 | New | Q4 2025 | Jan 15, 2026 |
| Sound Stewardship, LLC | History | Reduced | 20,162 | 13,809 | 6.62% | 6.49% | 1239 | -61 | -0.3% | Q4 2025 | Jan 30, 2026 |
| Retirement Wealth Solutions LLC | History | Added to | 20,155 | 13,804 | 8.72% | 8.37% | 1240 | +1,122 | 5.9% | Q4 2025 | Jan 07, 2026 |
| Latitude Advisors, LLC | History | Reduced | 20,147 | 13,799 | 6.07% | 6.37% | 1241 | -711 | -3.41% | Q4 2025 | Jan 27, 2026 |
| Foundation Wealth Management, LLC\PA | History | Reduced | 20,129 | 13,786 | 5.0% | 5.28% | 1242 | -232 | -1.14% | Q4 2025 | Jan 15, 2026 |
| Objective Capital Management, LLC | History | Added to | 20,050 | 13,733 | 13.98% | 13.58% | 1243 | +444 | 2.26% | Q4 2025 | Feb 04, 2026 |
| MRA Advisory Group | History | Reduced | 20,025 | 13,715 | 5.76% | 11.57% | 1244 | -19,617 | -49.49% | Q4 2025 | Jan 16, 2026 |
| Summit Trail Advisors, LLC | History | Reduced | 19,994 | 13,694 | 0.24% | 0.23% | 1245 | -4,651 | -18.87% | Q4 2025 | Feb 17, 2026 |
| Telos Capital Management, Inc. | History | Added to | 19,932 | 13,652 | 1.27% | 1.27% | 1246 | +52 | 0.26% | Q4 2025 | Jan 22, 2026 |
| Chicago Capital, LLC | History | Added to | 19,924 | 13,646 | 0.34% | 0.32% | 1247 | +205 | 1.04% | Q4 2025 | Jan 26, 2026 |
| Sound Income Strategies, LLC | History | Added to | 19,609 | 13,621 | 0.64% | 0.43% | 1248 | +7,884 | 67.24% | Q4 2025 | Jan 21, 2026 |
| MidAtlantic Capital Management, Inc. | History | Added to | 19,867 | 13,607 | 8.71% | 8.97% | 1249 | +237 | 1.21% | Q4 2025 | Feb 10, 2026 |
| Cedarwood Wealth LLC | History | New | 19,374 | 13,482 | 15.02% | — | 1250 | +19,374 | New | Q4 2025 | Mar 05, 2026 |
| Sentry LLC | History | Added to | 19,667 | 13,470 | 3.69% | 3.23% | 1251 | +269 | 1.39% | Q4 2025 | Jan 16, 2026 |
| Post Resch Tallon Group Inc. | History | Added to | 19,582 | 13,412 | 11.33% | 10.49% | 1252 | +1,871 | 10.56% | Q4 2025 | Jan 09, 2026 |
| NOVEM GROUP | History | Reduced | 19,486 | 13,346 | 1.53% | 1.53% | 1253 | -63 | -0.32% | Q4 2025 | Jan 27, 2026 |
| Wealth Management Partners, LLC | History | Reduced | 19,448 | 13,320 | 3.8% | 4.15% | 1254 | -71 | -0.36% | Q4 2025 | Jan 12, 2026 |
| Shulman DeMeo Asset Management LLC | History | Reduced | 19,406 | 13,291 | 3.01% | 3.0% | 1255 | -75 | -0.38% | Q4 2025 | Jan 14, 2026 |
| Illinois Municipal Retirement Fund | History | Added to | 19,200 | 13,150 | 0.16% | 0.1% | 1257 | +7,900 | 69.91% | Q4 2025 | Feb 11, 2026 |
| MERITAGE PORTFOLIO MANAGEMENT | History | Reduced | 19,200 | 13,150 | 0.87% | 0.87% | 1256 | -333 | -1.7% | Q4 2025 | Jan 27, 2026 |
| TritonPoint Partners, LLC | History | New | 19,196 | 13,147 | 7.02% | — | 1258 | +19,196 | New | Q4 2025 | Feb 13, 2026 |
| Claro Advisors Inc. | History | Added to | 19,174 | 13,133 | 1.79% | 1.74% | 1259 | +1,321 | 7.4% | Q4 2025 | Feb 17, 2026 |
| Welch Group, LLC | History | Added to | 19,139 | 13,109 | 0.51% | 0.48% | 1260 | +885 | 4.85% | Q4 2025 | Jan 26, 2026 |
| Embree Financial Group | History | Added to | 19,090 | 13,075 | 1.6% | 1.26% | 1261 | +5,088 | 36.34% | Q4 2025 | Jan 14, 2026 |
| Red Tortoise LLC | History | Reduced | 19,067 | 13,059 | 5.54% | 5.64% | 1262 | -351 | -1.81% | Q4 2025 | Jan 22, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 19,050 | 13,047 | 0.77% | 0.64% | 1263 | +4,915 | 34.77% | Q4 2025 | Feb 10, 2026 |
| Etesian Wealth Advisors, Inc. | History | Added to | 19,032 | 13,035 | 4.09% | 4.18% | 1264 | +134 | 0.71% | Q4 2025 | Feb 11, 2026 |
| Williams Jones Wealth Management, LLC. | History | Added to | 19,021 | 13,028 | 0.15% | 0.13% | 1265 | +2,602 | 15.85% | Q4 2025 | Feb 13, 2026 |
| ASL Financial, LLC | History | New | 18,983 | 12,981 | 10.2% | — | 1266 | +18,983 | New | Q4 2025 | Jan 20, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 18,950 | 12,979 | 1.44% | 1.55% | 1267 | +1,827 | 10.67% | Q4 2025 | Feb 11, 2026 |
| NBC SECURITIES, INC. | History | Added to | 18,911 | 12,953 | 0.97% | 0.97% | 1268 | +80 | 0.42% | Q4 2025 | Jan 29, 2026 |
| Y.D. More Investments Ltd | History | Added to | 18,907 | 12,950 | 0.62% | 0.66% | 1269 | +1,545 | 8.9% | Q4 2025 | Jan 21, 2026 |
| STEPHENS INC /AR/ | History | Added to | 18,882 | 12,932 | 0.16% | 0.13% | 1270 | +3,623 | 23.74% | Q4 2025 | Feb 05, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Reduced | 18,839 | 12,903 | 0.93% | 0.93% | 1271 | -1,001 | -5.05% | Q4 2025 | Feb 12, 2026 |
| PRECEDENT WEALTH PARTNERS, LLC | History | Reduced | 18,693 | 12,803 | 2.69% | 2.83% | 1272 | -496 | -2.58% | Q4 2025 | Jan 07, 2026 |
| Archvest Wealth Advisors, Inc. | History | Added to | 18,610 | 12,746 | 8.13% | 10.61% | 1273 | +715 | 4.0% | Q4 2025 | Feb 13, 2026 |
| Wealth Management Associates, Inc. | History | Reduced | 18,554 | 12,708 | 4.42% | 4.47% | 1274 | -250 | -1.33% | Q4 2025 | Jan 20, 2026 |
| ONE WEALTH CAPITAL MANAGEMENT, LLC | History | Reduced | 18,409 | 12,609 | 5.37% | 5.58% | 1275 | -178 | -0.96% | Q4 2025 | Feb 18, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | Added to | 18,022 | 12,583 | 0.85% | 0.93% | 1276 | +165 | 0.92% | Q4 2025 | Feb 13, 2026 |
| Horst & Graben Wealth Management LLC | History | Reduced | 18,357 | 12,573 | 1.9% | 1.89% | 1277 | -111 | -0.6% | Q4 2025 | Jan 27, 2026 |
| WELCH & FORBES LLC | History | Added to | 18,340 | 12,561 | 0.15% | 0.14% | 1278 | +890 | 5.1% | Q4 2025 | Feb 10, 2026 |
| INSTRUMENTAL WEALTH, LLC | History | Added to | 18,111 | 12,539 | 7.52% | 7.06% | 1279 | +3,388 | 23.01% | Q4 2025 | Feb 27, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Added to | 18,221 | 12,480 | 0.16% | 0.16% | 1280 | +181 | 1.0% | Q4 2025 | Jan 22, 2026 |
| Simmons Bank | History | Added to | 18,155 | 12,435 | 0.83% | 0.8% | 1281 | +167 | 0.93% | Q4 2025 | Feb 05, 2026 |
| True Vision MN LLC | History | Added to | 18,098 | 12,396 | 6.3% | 6.31% | 1282 | +13 | 0.07% | Q4 2025 | Jan 14, 2026 |
| SAPIENT CAPITAL LLC | History | Added to | 17,957 | 12,388 | 0.17% | 0.17% | 1283 | +1,453 | 8.8% | Q4 2025 | Feb 05, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | Added to | 17,916 | 12,271 | 0.11% | 0.07% | 1284 | +6,792 | 61.06% | Q4 2025 | Feb 05, 2026 |
| LOUISBOURG INVESTMENTS INC. | History | Reduced | 17,880 | 12,246 | 2.44% | 2.69% | 1285 | -520 | -2.83% | Q4 2025 | Jan 16, 2026 |
| Verdence Capital Advisors LLC | History | Added to | 17,748 | 12,156 | 0.72% | 0.68% | 1286 | +608 | 3.55% | Q4 2025 | Jan 29, 2026 |
| Yanni & Associates Investment Advisors, LLC | History | New | 17,675 | 12,106 | 12.11% | — | 1287 | +17,675 | New | Q4 2025 | Feb 06, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | Reduced | 17,644 | 12,085 | 1.14% | 1.17% | 1288 | -27 | -0.15% | Q4 2025 | Jan 20, 2026 |
| Trail Ridge Investment Advisors, LLC | History | Added to | 17,643 | 12,084 | 5.2% | 5.2% | 1289 | +330 | 1.91% | Q4 2025 | Jan 28, 2026 |
| Argent Advisors, Inc. | History | Reduced | 17,555 | 12,024 | 3.36% | 3.49% | 1290 | -141 | -0.8% | Q4 2025 | Feb 11, 2026 |
| MBE Wealth Management, LLC | History | Reduced | 17,554 | 12,023 | 5.03% | 5.14% | 1291 | -208 | -1.17% | Q4 2025 | Jan 21, 2026 |
| Revolve Wealth Partners, LLC | History | Reduced | 17,542 | 12,015 | 1.41% | 1.56% | 1292 | -1,896 | -9.75% | Q4 2025 | Jan 20, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 17,490 | 11,980 | 1.35% | 0.21% | 1293 | +14,712 | 529.59% | Q4 2025 | Jan 21, 2026 |
| Roundview Capital LLC | History | Added to | 17,386 | 11,908 | 0.73% | 0.72% | 1294 | +465 | 2.75% | Q4 2025 | Feb 09, 2026 |
| MainStreet Investment Advisors LLC | History | Reduced | 17,362 | 11,891 | 1.71% | 1.79% | 1295 | -2,487 | -12.53% | Q4 2025 | Feb 10, 2026 |
| Activest Wealth Management | History | Added to | 17,355 | 11,886 | 2.22% | 1.62% | 1296 | +5,404 | 45.22% | Q4 2025 | Jan 30, 2026 |
| GW&K Investment Management, LLC | History | Reduced | 17,329 | 11,869 | 0.1% | 0.11% | 1297 | -849 | -4.67% | Q4 2025 | Feb 11, 2026 |
| Newbridge Financial Services Group, Inc. | History | Added to | 17,328 | 11,868 | 1.84% | 1.53% | 1298 | +2,058 | 13.48% | Q4 2025 | Jan 21, 2026 |
| Geneva Partners, LLC | History | Added to | 17,275 | 11,832 | 4.21% | 4.19% | 1299 | +153 | 0.89% | Q4 2025 | Feb 03, 2026 |
| TRED AVON FAMILY WEALTH, LLC | History | Added to | 17,209 | 11,787 | 3.83% | 3.76% | 1300 | +841 | 5.14% | Q4 2025 | Jan 27, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 17,147 | 11,744 | 0.06% | 0.06% | 1301 | -125 | -0.72% | Q4 2025 | Jan 12, 2026 |
| Forum Private Client Group LLC | History | Added to | 17,088 | 11,704 | 3.99% | 4.05% | 1302 | +105 | 0.62% | Q4 2025 | Feb 06, 2026 |
| AGF MANAGEMENT LTD | History | Reduced | 17,051 | 11,678 | 0.05% | 0.05% | 1303 | -145 | -0.84% | Q4 2025 | Feb 17, 2026 |
| Granby Capital Management, LLC | History | No change | 17,000 | 11,644 | 6.21% | 6.04% | 1304 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Advisory Resource Group | History | Reduced | 16,984 | 11,633 | 2.05% | 2.06% | 1305 | -154 | -0.9% | Q4 2025 | Feb 12, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 16,910 | 11,582 | 0.97% | 0.85% | 1306 | +1,571 | 10.24% | Q4 2025 | Feb 13, 2026 |
| Mosley Wealth Management | History | New | 17,104 | 11,569 | 5.29% | — | 1307 | +17,104 | New | Q4 2025 | Feb 12, 2026 |
| Columbia Bank | History | Reduced | 16,870 | 11,554 | 3.21% | 3.39% | 1308 | -1,303 | -7.17% | Q4 2025 | Feb 13, 2026 |
| Symphony Financial, Ltd. Co. | History | Added to | 16,777 | 11,534 | 1.55% | 1.34% | 1309 | +379 | 2.31% | Q4 2025 | Feb 11, 2026 |
| Wayfinding Financial, LLC | History | Reduced | 16,814 | 11,517 | 4.88% | 4.98% | 1310 | -456 | -2.64% | Q4 2025 | Feb 12, 2026 |
| Reyes Financial Architecture, Inc. | History | Added to | 16,792 | 11,501 | 7.01% | 0.42% | 1311 | +15,862 | 1705.59% | Q4 2025 | Jan 26, 2026 |
| Northstar Advisory Group, LLC | History | Reduced | 16,765 | 11,483 | 4.08% | 4.61% | 1312 | -103 | -0.61% | Q4 2025 | Jan 15, 2026 |
| One Day In July LLC | History | Reduced | 16,764 | 11,482 | 0.94% | 0.97% | 1313 | -361 | -2.11% | Q4 2025 | Feb 04, 2026 |
| POSTROCK PARTNERS LLC | History | Added to | 16,755 | 11,476 | 4.99% | 4.86% | 1314 | +334 | 2.03% | Q4 2025 | Jan 16, 2026 |
| Connecticut Wealth Management, LLC | History | Reduced | 16,713 | 11,447 | 0.5% | 0.51% | 1315 | -545 | -3.16% | Q4 2025 | Feb 12, 2026 |
| MA Private Wealth | History | Reduced | 16,647 | 11,402 | 1.9% | 2.05% | 1316 | -1,526 | -8.4% | Q4 2025 | Feb 03, 2026 |
| IFG Advisory, LLC | History | Added to | 16,620 | 11,383 | 0.5% | 0.5% | 1317 | +338 | 2.08% | Q4 2025 | Feb 10, 2026 |
| Nilsine Partners, LLC | History | Added to | 16,564 | 11,345 | 0.98% | 0.87% | 1318 | +2,087 | 14.42% | Q4 2025 | Jan 15, 2026 |
| TICINO WEALTH | History | New | 16,493 | 11,296 | 4.19% | — | 1319 | +16,493 | New | Q4 2025 | Jan 27, 2026 |
| jvl associates llc | History | Reduced | 16,458 | 11,272 | 3.67% | 3.66% | 1320 | -84 | -0.51% | Q4 2025 | Jan 09, 2026 |
| Churchill Financial Advisors, LLC | History | New | 16,449 | 11,266 | 3.44% | — | 1321 | +16,449 | New | Q4 2025 | Feb 09, 2026 |
| CORE WEALTH ADVISORS, LLC | History | New | 16,436 | 11,257 | 8.87% | — | 1322 | +16,436 | New | Q4 2025 | Feb 10, 2026 |
| GARRISON POINT ADVISORS, LLC | History | Added to | 16,375 | 11,215 | 4.97% | 4.47% | 1323 | +468 | 2.94% | Q4 2025 | Feb 13, 2026 |
| Montis Financial, LLC | History | Reduced | 16,360 | 11,205 | 2.21% | 2.56% | 1324 | -242 | -1.46% | Q4 2025 | Feb 11, 2026 |
| GTS SECURITIES LLC | History | Reduced | 16,345 | 11,195 | 0.38% | 8.32% | 1325 | -307,555 | -94.95% | Q4 2025 | Feb 13, 2026 |
| SC&H Financial Advisors, Inc. | History | Reduced | 16,345 | 11,195 | 1.73% | 1.88% | 1327 | -924 | -5.35% | Q4 2025 | Jan 21, 2026 |
| MinichMacGregor Wealth Management, LLC | History | Reduced | 16,345 | 11,195 | 2.03% | 2.14% | 1326 | -16 | -0.1% | Q4 2025 | Feb 17, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Reduced | 16,342 | 11,193 | 0.47% | 0.46% | 1328 | -5 | -0.03% | Q4 2025 | Feb 09, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 16,289 | 11,157 | 0.0% | 0.0% | 1329 | +79 | 0.49% | Q4 2025 | Feb 17, 2026 |
| Main Street Financial Solutions, LLC | History | Reduced | 16,251 | 11,131 | 0.83% | 0.99% | 1330 | -6,741 | -29.32% | Q4 2025 | Feb 17, 2026 |
| HARBOR ADVISORY CORP /MA/ | History | Reduced | 16,218 | 11,108 | 3.36% | 3.74% | 1331 | -2,666 | -14.12% | Q4 2025 | Feb 06, 2026 |
| CONGRESS ASSET MANAGEMENT CO | History | Added to | 16,205 | 11,099 | 0.08% | 0.0% | 1332 | +15,198 | 1509.24% | Q4 2025 | Jan 09, 2026 |
| Chung Wu Investment Group, LLC | History | Reduced | 16,163 | 11,070 | 9.05% | 9.05% | 1333 | -67 | -0.41% | Q4 2025 | Feb 02, 2026 |
| Granite Harbor Advisors, Inc. | History | Reduced | 16,120 | 11,041 | 4.66% | 4.74% | 1334 | -720 | -4.28% | Q4 2025 | Jan 22, 2026 |
| NorthCrest Asset Manangement, LLC | History | Added to | 15,970 | 11,031 | 0.25% | 0.25% | 1335 | +644 | 4.2% | Q4 2025 | Jan 08, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Added to | 15,824 | 11,030 | 3.21% | 3.03% | 1336 | +2,581 | 19.49% | Q4 2025 | Feb 10, 2026 |
| Milestone Investment Advisors LLC | History | Added to | 16,085 | 11,017 | 2.67% | 2.45% | 1337 | +1,342 | 9.1% | Q4 2025 | Feb 11, 2026 |
| National Wealth Management Group, LLC | History | Reduced | 16,083 | 11,016 | 3.82% | 4.36% | 1338 | -1,202 | -6.95% | Q4 2025 | Jan 12, 2026 |
| PCM Encore, LLC | History | New | 16,019 | 10,972 | 2.33% | — | 1339 | +16,019 | New | Q4 2025 | Feb 13, 2026 |
| SOL Capital Management CO | History | Reduced | 16,009 | 10,965 | 0.98% | 0.97% | 1340 | -197 | -1.22% | Q4 2025 | Jan 30, 2026 |
| Carnegie Investment Counsel | History | Reduced | 15,993 | 10,954 | 0.2% | 0.2% | 1341 | -16 | -0.1% | Q4 2025 | Jan 23, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | Reduced | 15,982 | 10,947 | 0.03% | 0.03% | 1342 | -790 | -4.71% | Q4 2025 | Feb 05, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | Reduced | 15,957 | 10,929 | 0.04% | 0.06% | 1343 | -4,734 | -22.88% | Q4 2025 | Feb 09, 2026 |
| IFC Advisors LLC | History | Reduced | 15,949 | 10,924 | 1.6% | 1.99% | 1346 | -268 | -1.65% | Q4 2025 | Feb 12, 2026 |
| Beacon Bridge Wealth Partners, LLC | History | Reduced | 15,949 | 10,924 | 3.63% | 3.85% | 1345 | -243 | -1.5% | Q4 2025 | Jan 27, 2026 |
| WHALEROCK POINT PARTNERS, LLC | History | Added to | 15,949 | 10,924 | 2.08% | 2.15% | 1344 | +137 | 0.87% | Q4 2025 | Feb 13, 2026 |
| Moors & Cabot, Inc. | History | Added to | 15,945 | 10,921 | 0.47% | 0.42% | 1347 | +1,491 | 10.32% | Q4 2025 | Feb 10, 2026 |
| BWM Planning, LLC | History | Reduced | 15,915 | 10,900 | 2.91% | 3.19% | 1348 | -113 | -0.71% | Q4 2025 | Jan 14, 2026 |
| Tyche Wealth Partners LLC | History | Added to | 15,902 | 10,892 | 1.73% | 1.51% | 1349 | +3,081 | 24.03% | Q4 2025 | Jan 23, 2026 |
| Aegis Wealth Management LLC | History | Reduced | 15,870 | 10,869 | 6.14% | 6.72% | 1350 | -2,870 | -15.31% | Q4 2025 | Jan 14, 2026 |
| Bulwark Capital Corp | History | Added to | 15,847 | 10,854 | 7.72% | 7.94% | 1351 | +591 | 3.87% | Q4 2025 | Jan 12, 2026 |
| Mountain Hill Investment Partners Corp. | History | Added to | 15,823 | 10,837 | 7.76% | 9.16% | 1352 | +210 | 1.35% | Q4 2025 | Jan 26, 2026 |
| Venturi Wealth Management, LLC | History | Reduced | 15,810 | 10,828 | 0.48% | 0.52% | 1353 | -853 | -5.12% | Q4 2025 | Jan 22, 2026 |
| Solstein Capital, LLC | History | No change | 15,798 | 10,820 | 4.34% | 2.4% | 1354 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Boyd Wealth Management, LLC | History | Reduced | 15,796 | 10,819 | 4.59% | 4.62% | 1355 | -238 | -1.48% | Q4 2025 | Jan 28, 2026 |
| HBK Sorce Advisory LLC | History | Added to | 15,571 | 10,802 | 0.25% | 0.22% | 1356 | +2,413 | 18.34% | Q4 2025 | Feb 09, 2026 |
| Red Wave Investments LLC | History | Reduced | 15,739 | 10,780 | 3.21% | 3.26% | 1357 | -135 | -0.85% | Q4 2025 | Feb 06, 2026 |
| Arete Wealth Advisors, LLC | History | Reduced | 15,709 | 10,760 | 0.66% | 0.71% | 1358 | -1,334 | -7.83% | Q4 2025 | Feb 13, 2026 |
| Chesapeake Wealth Management | History | Added to | 15,662 | 10,727 | 3.2% | 2.88% | 1359 | +1,568 | 11.13% | Q4 2025 | Feb 03, 2026 |
| NICOLET BANKSHARES INC | History | Added to | 15,595 | 10,681 | 1.71% | 1.57% | 1360 | +1,002 | 6.87% | Q4 2025 | Feb 09, 2026 |
| MMA ASSET MANAGEMENT LLC | History | Reduced | 15,594 | 10,681 | 3.81% | 3.51% | 1361 | -113 | -0.72% | Q4 2025 | Feb 03, 2026 |
| Maia Wealth LLC | History | Reduced | 15,553 | 10,643 | 1.82% | 1.81% | 1362 | -106 | -0.68% | Q4 2025 | Feb 17, 2026 |
| Integrity Advisory Solutions, LLC | History | Added to | 15,517 | 10,628 | 1.53% | 1.55% | 1363 | +1,048 | 7.24% | Q4 2025 | Feb 09, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | Added to | 15,502 | 10,618 | 1.02% | 0.99% | 1364 | +157 | 1.02% | Q4 2025 | Jan 23, 2026 |
| CBM Financial, LLC | History | New | 15,361 | 10,588 | 7.19% | — | 1365 | +15,361 | New | Q4 2025 | Feb 19, 2026 |
| WLTH Capital Management, LLC | History | New | 15,405 | 10,548 | 8.16% | — | 1366 | +15,405 | New | Q4 2025 | Feb 24, 2026 |
| Marin Bay Wealth Advisors, LLC | History | New | 15,334 | 10,502 | 6.02% | — | 1368 | +15,334 | New | Q4 2025 | Feb 17, 2026 |
| NEPC LLC | History | Added to | 15,334 | 10,502 | 0.22% | 0.27% | 1367 | +114 | 0.75% | Q4 2025 | Feb 17, 2026 |
| BALDWIN WEALTH PARTNERS LLC/MA | History | Reduced | 15,298 | 10,478 | 0.67% | 0.7% | 1369 | -759 | -4.73% | Q4 2025 | Jan 07, 2026 |
| Manhattan West Asset Management, LLC | History | Reduced | 15,258 | 10,451 | 2.14% | 2.32% | 1370 | -1,185 | -7.21% | Q4 2025 | Feb 02, 2026 |
| GeoWealth Management, LLC | History | Reduced | 15,247 | 10,446 | 0.39% | 0.47% | 1371 | -4,091 | -21.16% | Q4 2025 | Feb 17, 2026 |
| SFM, LLC | History | Reduced | 15,239 | 10,438 | 6.12% | 5.99% | 1372 | -162 | -1.05% | Q4 2025 | Jan 23, 2026 |
| Lighthouse Financial LLC | History | Reduced | 15,207 | 10,415 | 6.81% | 6.73% | 1373 | -22 | -0.14% | Q4 2025 | Feb 17, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 15,182 | 10,398 | 2.49% | 2.54% | 1374 | +467 | 3.17% | Q4 2025 | Jan 12, 2026 |
| EdgeRock Capital LLC | History | Reduced | 15,158 | 10,383 | 2.76% | 2.89% | 1375 | -364 | -2.35% | Q4 2025 | Jan 14, 2026 |
| ALLIUM FINANCIAL ADVISORS, LLC | History | Reduced | 15,140 | 10,369 | 8.22% | 8.74% | 1376 | -647 | -4.1% | Q4 2025 | Feb 09, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 15,096 | 10,339 | 0.61% | 0.74% | 1377 | -10,365 | -40.71% | Q4 2025 | Jan 30, 2026 |
| Legacy Edge Advisors, LLC | History | New | 15,092 | 10,336 | 1.13% | — | 1378 | +15,092 | New | Q4 2025 | Feb 02, 2026 |
| WHITE PINE CAPITAL LLC | History | Reduced | 15,072 | 10,323 | 2.84% | 2.91% | 1379 | -137 | -0.9% | Q4 2025 | Feb 09, 2026 |
| CHAPIN DAVIS, INC. | History | Reduced | 15,061 | 10,316 | 2.42% | 2.51% | 1380 | -190 | -1.25% | Q4 2025 | Jan 30, 2026 |
| ARRIEN INVESTMENTS, INC. | History | Reduced | 15,057 | 10,313 | 5.82% | 6.09% | 1381 | -493 | -3.17% | Q4 2025 | Jan 30, 2026 |
| Bison Wealth, LLC | History | New | 15,832 | 10,311 | 1.16% | — | 1383 | +15,832 | New | Q4 2025 | Mar 24, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 12,779 | 10,311 | 0.59% | 0.81% | 1382 | +611 | 5.02% | Q4 2025 | Jan 29, 2026 |
| Sugar Maple Asset Management, LLC | History | Reduced | 15,031 | 10,295 | 6.92% | 7.3% | 1384 | -216 | -1.42% | Q4 2025 | Jan 20, 2026 |
| Marathon Strategic Advisors, LLC | History | Reduced | 15,014 | 10,283 | 7.85% | 8.68% | 1385 | -1,191 | -7.35% | Q4 2025 | Feb 11, 2026 |
| Meridian Financial Advisors, LLC | History | Reduced | 14,988 | 10,265 | 5.59% | 5.71% | 1386 | -154 | -1.02% | Q4 2025 | Jan 23, 2026 |
| Asset Allocation & Management Company, LLC | History | Reduced | 14,845 | 10,168 | 4.05% | 4.44% | 1387 | -873 | -5.55% | Q4 2025 | Jan 12, 2026 |
| CAPE ANN SAVINGS BANK | History | Reduced | 14,820 | 10,150 | 5.21% | 6.61% | 1388 | -3,693 | -19.95% | Q4 2025 | Jan 28, 2026 |
| TCI Wealth Advisors, Inc. | History | Added to | 14,814 | 10,146 | 0.56% | 0.45% | 1389 | +3,643 | 32.61% | Q4 2025 | Feb 02, 2026 |
| MY Wealth Management Inc. | History | Reduced | 14,777 | 10,121 | 8.82% | 9.03% | 1390 | -613 | -3.98% | Q4 2025 | Feb 10, 2026 |
| COFG Advisors, LLC | History | New | 14,764 | 10,112 | 2.5% | — | 1392 | +14,764 | New | Q4 2025 | Feb 10, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 14,763 | 10,112 | 0.49% | 0.25% | 1391 | +9,446 | 177.66% | Q4 2025 | Feb 12, 2026 |
| INVESTMENT MANAGEMENT CORP /VA/ /ADV | History | Reduced | 14,762 | 10,111 | 8.48% | 8.49% | 1393 | -1 | -0.01% | Q4 2025 | Jan 29, 2026 |
| First Growth Capital LLC | History | New | 14,498 | 10,076 | 8.94% | — | 1394 | +14,498 | New | Q4 2025 | Feb 19, 2026 |
| Mechanics Financial Corp | History | Added to | 14,695 | 10,065 | 3.72% | 3.68% | 1395 | +170 | 1.17% | Q4 2025 | Jan 22, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 14,659 | 10,040 | 0.01% | 0.01% | 1396 | +371 | 2.6% | Q4 2025 | Feb 17, 2026 |
| Wedmont Private Capital | History | Added to | 14,480 | 10,029 | 0.35% | 0.36% | 1397 | +153 | 1.07% | Q4 2025 | Jan 08, 2026 |
| Elm Partners Management LLC | History | Reduced | 14,610 | 10,006 | 0.45% | 0.49% | 1398 | -90 | -0.61% | Q4 2025 | Feb 10, 2026 |
| Integrated Investment Consultants, LLC | History | Reduced | 14,585 | 9,989 | 1.96% | 2.1% | 1399 | -3,941 | -21.27% | Q4 2025 | Mar 03, 2026 |
| Cassia Capital Partners, LLC | History | Reduced | 14,571 | 9,980 | 5.4% | 5.52% | 1400 | -532 | -3.52% | Q4 2025 | Jan 16, 2026 |
| Plante Moran Financial Advisors, LLC | History | Added to | 14,548 | 9,964 | 0.63% | 0.61% | 1401 | +39 | 0.27% | Q4 2025 | Feb 05, 2026 |
| Bawa N Mallick Trust | History | Added to | 14,543 | 9,961 | 3.7% | 3.68% | 1402 | +11 | 0.08% | Q4 2025 | Mar 12, 2026 |
| Pitcairn Wealth Advisors LLC | History | New | 14,513 | 9,940 | 0.89% | — | 1403 | +14,513 | New | Q4 2025 | Feb 13, 2026 |
| Joel Isaacson & Co., LLC | History | Added to | 14,480 | 9,917 | 0.33% | 0.34% | 1404 | +283 | 1.99% | Q4 2025 | Jan 30, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Added to | 14,479 | 9,916 | 0.58% | 0.57% | 1405 | +270 | 1.9% | Q4 2025 | Jan 15, 2026 |
| Apex Wealth Management, LLC | History | Added to | 14,263 | 9,907 | 10.06% | 6.63% | 1406 | +417 | 3.01% | Q4 2025 | Jan 26, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 14,378 | 9,847 | 0.67% | 0.57% | 1407 | +2,907 | 25.34% | Q4 2025 | Feb 03, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 14,277 | 9,778 | 0.11% | 0.09% | 1408 | +2,658 | 22.88% | Q4 2025 | Feb 02, 2026 |
| Abacus Planning Group, Inc. | History | Added to | 14,236 | 9,750 | 1.3% | 1.29% | 1409 | +272 | 1.95% | Q4 2025 | Jan 16, 2026 |
| MASECO LLP | History | New | 14,217 | 9,737 | 0.42% | — | 1410 | +14,217 | New | Q4 2025 | Jan 22, 2026 |
| JT Stratford LLC | History | Added to | 14,202 | 9,727 | 1.25% | 1.0% | 1411 | +3,037 | 27.2% | Q4 2025 | Feb 12, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 14,132 | 9,679 | 0.58% | 0.33% | 1412 | +5,707 | 67.74% | Q4 2025 | Jan 20, 2026 |
| Yelin Lapidot Holdings Management Ltd. | History | Added to | 14,119 | 9,670 | 1.94% | 1.91% | 1413 | +546 | 4.02% | Q4 2025 | Feb 05, 2026 |
| Ethos Financial Group, LLC | History | Added to | 14,100 | 9,657 | 0.71% | 0.73% | 1414 | +211 | 1.52% | Q4 2025 | Jan 20, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 14,020 | 9,602 | 0.0% | 0.0% | 1415 | +6,363 | 83.1% | Q4 2025 | Feb 13, 2026 |
| FDx Advisors, Inc. | History | Added to | 13,997 | 9,587 | 4.89% | 2.04% | 1416 | +4,051 | 40.73% | Q4 2025 | Feb 10, 2026 |
| Calamos Advisors LLC | History | Reduced | 13,979 | 9,574 | 0.04% | 0.04% | 1417 | -779 | -5.28% | Q4 2025 | Jan 29, 2026 |
| Emerald Advisors, LLC | History | Added to | 13,978 | 9,573 | 1.3% | 1.09% | 1418 | +1,700 | 13.85% | Q4 2025 | Jan 27, 2026 |
| NatWest Group plc | History | No change | 13,975 | 9,572 | 2.23% | 2.31% | 1419 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Hilltop National Bank | History | Added to | 13,953 | 9,556 | 2.31% | 2.28% | 1420 | +134 | 0.97% | Q4 2025 | Jan 07, 2026 |
| waypoint wealth counsel | History | Added to | 13,932 | 9,542 | 3.5% | 3.66% | 1421 | +69 | 0.5% | Q4 2025 | Jan 28, 2026 |
| PITTENGER & ANDERSON INC | History | Added to | 13,800 | 9,452 | 0.36% | 0.34% | 1422 | +134 | 0.98% | Q4 2025 | Feb 02, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Added to | 13,769 | 9,431 | 1.52% | 1.46% | 1423 | +1,636 | 13.48% | Q4 2025 | Feb 17, 2026 |
| Founders Financial Alliance, LLC | History | Reduced | 13,744 | 9,413 | 1.78% | 1.81% | 1424 | -606 | -4.22% | Q4 2025 | Feb 12, 2026 |
| Ewing Morris & Co. Investment Partners Ltd. | History | Added to | 13,567 | 9,406 | 4.1% | 3.48% | 1425 | +1,406 | 11.56% | Q4 2025 | Feb 17, 2026 |
| Private Advisory Group LLC | History | Reduced | 13,725 | 9,400 | 0.74% | 0.78% | 1426 | -426 | -3.01% | Q4 2025 | Jan 15, 2026 |
| Shoker Investment Counsel, Inc. | History | Added to | 13,715 | 9,395 | 2.75% | 2.68% | 1427 | +132 | 0.97% | Q4 2025 | Feb 04, 2026 |
| Nelson Capital Management, LLC | History | Reduced | 13,674 | 9,366 | 1.1% | 1.1% | 1428 | -85 | -0.62% | Q4 2025 | Feb 10, 2026 |
| Perissos Private Wealth Management, LLC | History | Reduced | 13,671 | 9,363 | 8.08% | 6.81% | 1429 | -304 | -2.18% | Q4 2025 | Feb 09, 2026 |
| POLEN CAPITAL MANAGEMENT LLC | History | New | 13,669 | 9,362 | 0.04% | — | 1430 | +13,669 | New | Q4 2025 | Feb 12, 2026 |
| KWB Wealth | History | Added to | 13,658 | 9,354 | 0.89% | 0.9% | 1431 | +594 | 4.55% | Q4 2025 | Jan 12, 2026 |
| Ironwood Investment Counsel, LLC | History | Reduced | 13,648 | 9,348 | 1.31% | 1.38% | 1432 | -534 | -3.77% | Q4 2025 | Feb 06, 2026 |
| Successful Portfolios LLC | History | Added to | 13,361 | 9,313 | 4.75% | 4.64% | 1433 | +1,480 | 12.46% | Q4 2025 | Jan 23, 2026 |
| Genesis Wealth Advisors, LLC | History | Reduced | 13,588 | 9,306 | 6.38% | 6.47% | 1434 | -133 | -0.97% | Q4 2025 | Feb 13, 2026 |
| Perennial Investment Advisors, LLC | History | Reduced | 13,562 | 9,289 | 0.73% | 0.76% | 1435 | -162 | -1.18% | Q4 2025 | Feb 17, 2026 |
| AWM CAPITAL, LLC | History | Added to | 13,546 | 9,278 | 0.84% | 0.82% | 1436 | +3 | 0.02% | Q4 2025 | Feb 17, 2026 |
| WESPAC Advisors, LLC | History | Added to | 13,543 | 9,276 | 5.03% | 4.11% | 1437 | +3,026 | 28.77% | Q4 2025 | Jan 14, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Added to | 13,535 | 9,270 | 2.66% | 2.67% | 1438 | +637 | 4.94% | Q4 2025 | Feb 11, 2026 |
| CUTLER INVESTMENT COUNSEL LLC | History | Added to | 13,532 | 9,268 | 0.96% | 0.93% | 1439 | +319 | 2.41% | Q4 2025 | Feb 12, 2026 |
| Avid Wealth Partners LLC | History | Added to | 13,529 | 9,266 | 4.53% | 3.06% | 1440 | +4,342 | 47.26% | Q4 2025 | Feb 13, 2026 |
| Security National Bank | History | Added to | 13,474 | 9,228 | 1.32% | 1.13% | 1441 | +2,437 | 22.08% | Q4 2025 | Feb 05, 2026 |
| Continuum Advisory, LLC | History | Reduced | 13,456 | 9,216 | 0.92% | 0.95% | 1442 | -11 | -0.08% | Q4 2025 | Feb 11, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | Reduced | 13,400 | 9,178 | 1.06% | 1.15% | 1443 | -146 | -1.08% | Q4 2025 | Feb 17, 2026 |
| Mendota Financial Group, LLC | History | Added to | 13,355 | 9,147 | 6.66% | 6.59% | 1444 | +174 | 1.32% | Q4 2025 | Jan 20, 2026 |
| Coign Capital Advisors LLC | History | Added to | 13,269 | 9,088 | 4.76% | 4.71% | 1445 | +482 | 3.77% | Q4 2025 | Jan 20, 2026 |
| Reality Financial Planning Services, LLC | History | New | 13,212 | 9,049 | 8.67% | — | 1446 | +13,212 | New | Q4 2025 | Feb 12, 2026 |
| WEST BANCORPORATION INC | History | Reduced | 13,185 | 9,030 | 4.73% | 4.97% | 1447 | -169 | -1.27% | Q4 2025 | Jan 29, 2026 |
| Lexington Hill Partners, LLC | History | New | 13,162 | 9,014 | 6.78% | — | 1448 | +13,162 | New | Q4 2025 | Feb 19, 2026 |
| Trust Point Inc. | History | Added to | 13,144 | 9,002 | 0.71% | 0.71% | 1449 | +30 | 0.23% | Q4 2025 | Jan 13, 2026 |
| McMill Wealth Management | History | Reduced | 13,125 | 8,990 | 2.53% | 2.53% | 1450 | -146 | -1.1% | Q4 2025 | Feb 23, 2026 |
| Benchmark Financial Wealth Advisors, LLC | History | Added to | 13,124 | 8,989 | 2.58% | 2.16% | 1451 | +2,420 | 22.61% | Q4 2025 | Jan 27, 2026 |
| Hixon Zuercher, LLC | History | Added to | 13,087 | 8,963 | 2.72% | 0.15% | 1452 | +12,330 | 1628.8% | Q4 2025 | Jan 26, 2026 |
| Strategic Wealth Advisors LLC | History | New | 13,076 | 8,956 | 7.66% | — | 1453 | +13,076 | New | Q4 2025 | Feb 03, 2026 |
| Investment Research Partners LLC | History | Added to | 13,075 | 8,955 | 3.84% | 3.99% | 1454 | +236 | 1.84% | Q4 2025 | Feb 12, 2026 |
| LEUTHOLD GROUP, LLC | History | Reduced | 13,073 | 8,954 | 0.97% | 1.05% | 1455 | -1,225 | -8.57% | Q4 2025 | Feb 05, 2026 |
| MSH Capital Advisors LLC | History | Added to | 13,059 | 8,944 | 1.91% | 2.33% | 1456 | +93 | 0.72% | Q4 2025 | Feb 09, 2026 |
| C2C Wealth Management, LLC | History | Added to | 12,984 | 8,893 | 7.5% | 7.35% | 1457 | +188 | 1.47% | Q4 2025 | Jan 21, 2026 |
| Able Wealth Management LLC | History | Added to | 12,934 | 8,858 | 2.8% | 2.79% | 1458 | +1,830 | 16.48% | Q4 2025 | Jan 27, 2026 |
| Procyon Advisors, LLC | History | Added to | 12,930 | 8,856 | 0.44% | 0.5% | 1459 | +247 | 1.95% | Q4 2025 | Jan 07, 2026 |
| Horizon Investments, LLC | History | Added to | 12,839 | 8,793 | 0.11% | 0.08% | 1460 | +3,812 | 42.23% | Q4 2025 | Feb 02, 2026 |
| HighRoad Wealth Advisors, LLC | History | New | 12,830 | 8,787 | 8.39% | — | 1461 | +12,830 | New | Q4 2025 | Jan 27, 2026 |
| Davis Wealth Advisors, LLC | History | New | 12,643 | 8,659 | 7.2% | — | 1462 | +12,643 | New | Q4 2025 | Feb 17, 2026 |
| Krilogy Financial LLC | History | Added to | 12,416 | 8,639 | 0.29% | 0.31% | 1463 | +105 | 0.85% | Q4 2025 | Jan 27, 2026 |
| Keystone Global Partners, LLC | History | Reduced | 12,598 | 8,628 | 3.79% | 4.32% | 1464 | -87 | -0.69% | Q4 2025 | Jan 14, 2026 |
| Fidato Wealth LLC | History | Reduced | 12,509 | 8,567 | 5.47% | 5.86% | 1465 | -814 | -6.11% | Q4 2025 | Feb 13, 2026 |
| Sterling Financial Planning, Inc. | History | Reduced | 12,501 | 8,562 | 2.58% | 2.66% | 1466 | -119 | -0.94% | Q4 2025 | Jan 27, 2026 |
| Global View Capital Management LLC | History | Added to | 12,486 | 8,552 | 1.59% | 0.93% | 1467 | +5,966 | 91.5% | Q4 2025 | Jan 14, 2026 |
| Quartz Partners, LLC | History | Added to | 12,466 | 8,538 | 3.18% | 2.93% | 1468 | +370 | 3.06% | Q4 2025 | Feb 13, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 12,355 | 8,530 | 0.75% | 0.75% | 1469 | -117 | -0.94% | Q4 2025 | Jan 28, 2026 |
| Blueprint Financial Advisors LLC | History | Added to | 12,449 | 8,526 | 1.3% | 1.75% | 1470 | +321 | 2.65% | Q4 2025 | Feb 13, 2026 |
| WASHINGTON TRUST Co | History | Added to | 12,443 | 8,522 | 0.28% | 0.27% | 1471 | +71 | 0.57% | Q4 2025 | Feb 10, 2026 |
| BARRETT & COMPANY, INC. | History | Added to | 12,434 | 8,516 | 2.84% | 2.84% | 1472 | +66 | 0.53% | Q4 2025 | Jan 28, 2026 |
| Keystone Financial Group | History | Reduced | 12,424 | 8,509 | 0.63% | 0.66% | 1473 | -450 | -3.5% | Q4 2025 | Feb 06, 2026 |
| Flower City Capital | History | Reduced | 12,399 | 8,492 | 4.33% | 4.49% | 1474 | -93 | -0.74% | Q4 2025 | Jan 22, 2026 |
| FIRST FINANCIAL CORP /IN/ | History | No change | 12,380 | 8,479 | 3.2% | 3.25% | 1475 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| WPG Advisers, LLC | History | Added to | 12,375 | 8,476 | 6.29% | 5.04% | 1476 | +2,667 | 27.47% | Q4 2025 | Jan 28, 2026 |
| Index Fund Advisors, Inc. | History | Reduced | 12,301 | 8,425 | 0.4% | 0.41% | 1477 | -259 | -2.06% | Q4 2025 | Jan 29, 2026 |
| Platform Technology Partners | History | Added to | 12,289 | 8,417 | 1.79% | 1.96% | 1478 | +92 | 0.75% | Q4 2025 | Feb 13, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Reduced | 12,259 | 8,396 | 1.8% | 1.92% | 1479 | -904 | -6.87% | Q4 2025 | Jan 16, 2026 |
| Clearstead Trust, LLC | History | Reduced | 12,244 | 8,386 | 1.32% | 1.77% | 1480 | -3,258 | -21.02% | Q4 2025 | Feb 09, 2026 |
| DeLarme Wealth Management, Inc. | History | New | 12,217 | 8,367 | 5.94% | — | 1481 | +12,217 | New | Q4 2025 | Jan 26, 2026 |
| Riverbend Wealth Management, LLC | History | Reduced | 12,187 | 8,347 | 5.18% | 5.72% | 1482 | -54 | -0.44% | Q4 2025 | Jan 29, 2026 |
| PALISADE CAPITAL MANAGEMENT, LP | History | Added to | 12,168 | 8,334 | 0.25% | 0.11% | 1483 | +6,241 | 105.3% | Q4 2025 | Feb 17, 2026 |
| RCS Financial Planning, LLC | History | Added to | 12,140 | 8,315 | 3.58% | 3.59% | 1484 | +29 | 0.24% | Q4 2025 | Jan 15, 2026 |
| Brooklyn Investment Group | History | Added to | 12,018 | 8,303 | 0.38% | 0.29% | 1485 | +8,552 | 246.74% | Q4 2025 | Feb 12, 2026 |
| Allodium Investment Consultants, LLC | History | Added to | 12,116 | 8,298 | 4.2% | 4.44% | 1486 | +365 | 3.11% | Q4 2025 | Jan 14, 2026 |
| WEALTHEDGE INVESTMENT ADVISORS, LLC | History | Reduced | 12,102 | 8,289 | 3.07% | 3.09% | 1487 | -110 | -0.9% | Q4 2025 | Feb 17, 2026 |
| Confluence Wealth Services, Inc. | History | Added to | 12,093 | 8,282 | 0.34% | 0.26% | 1488 | +4,274 | 54.66% | Q4 2025 | Jan 28, 2026 |
| Barnes Wealth Management Group, Inc | History | Added to | 12,051 | 8,253 | 4.42% | 4.35% | 1489 | +245 | 2.08% | Q4 2025 | Feb 24, 2026 |
| Jacobi Capital Management LLC | History | Reduced | 12,045 | 8,249 | 0.48% | 0.5% | 1490 | -161 | -1.32% | Q4 2025 | Feb 13, 2026 |
| Sterling Investment Counsel, LLC | History | Added to | 12,032 | 8,241 | 2.36% | 2.54% | 1491 | +198 | 1.67% | Q4 2025 | Jan 27, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | New | 12,030 | 8,239 | 1.39% | — | 1492 | +12,030 | New | Q4 2025 | Feb 12, 2026 |
| United Community Bank | History | Reduced | 12,027 | 8,237 | 3.11% | 5.6% | 1493 | -14,980 | -55.47% | Q4 2025 | Jan 30, 2026 |
| Fortress Financial Solutions, LLC | History | Added to | 12,025 | 8,236 | 8.43% | 8.19% | 1494 | +792 | 7.05% | Q4 2025 | Jan 23, 2026 |
| Sage Mountain Advisors LLC | History | Reduced | 11,989 | 8,211 | 0.44% | 0.46% | 1495 | -12 | -0.1% | Q4 2025 | Jan 23, 2026 |
| Luken Investment Analytics, LLC | History | Reduced | 11,975 | 8,202 | 3.24% | 3.21% | 1496 | -316 | -2.57% | Q4 2025 | Feb 03, 2026 |
| Larson Financial Group LLC | History | Added to | 11,908 | 8,155 | 0.27% | 0.28% | 1497 | +154 | 1.31% | Q4 2025 | Feb 06, 2026 |
| Scissortail Wealth Management, LLC | History | Reduced | 11,902 | 8,152 | 1.86% | 1.75% | 1498 | -117 | -0.97% | Q4 2025 | Jan 29, 2026 |
| OMERS ADMINISTRATION Corp | History | No change | 11,900 | 8,151 | 0.06% | 0.06% | 1499 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Wilkins Miller Wealth Management, LLC | History | Reduced | 11,896 | 8,148 | 4.85% | 4.95% | 1500 | -53 | -0.44% | Q4 2025 | Jan 21, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | Reduced | 11,883 | 8,139 | 0.26% | 0.26% | 1501 | -369 | -3.01% | Q4 2025 | Feb 13, 2026 |
| Koss-Olinger Consulting, LLC | History | Reduced | 11,854 | 8,119 | 0.63% | 0.65% | 1502 | -810 | -6.4% | Q4 2025 | Feb 10, 2026 |
| Prasad Wealth Partners, LLC | History | Reduced | 11,809 | 8,088 | 2.16% | 2.22% | 1503 | -109 | -0.91% | Q4 2025 | Jan 27, 2026 |
| TradeWell Securities, LLC. | History | Reduced | 11,806 | 8,086 | 3.15% | 3.36% | 1504 | -96 | -0.81% | Q4 2025 | Feb 09, 2026 |
| Catalina Capital Group, LLC | History | Added to | 11,800 | 8,082 | 4.9% | 4.68% | 1505 | +343 | 2.99% | Q4 2025 | Jan 16, 2026 |
| CLEAR INVESTMENT RESEARCH, LLC | History | Reduced | 11,788 | 8,073 | 13.39% | 10.9% | 1506 | -368 | -3.03% | Q4 2025 | Feb 09, 2026 |
| GREENWOOD GEARHART INC | History | Reduced | 11,784 | 8,071 | 0.44% | 0.54% | 1507 | -2,184 | -15.64% | Q4 2025 | Feb 04, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 11,541 | 8,063 | 1.26% | 1.19% | 1508 | +702 | 6.48% | Q4 2025 | Feb 02, 2026 |
| Curated Wealth Partners LLC | History | Added to | 11,766 | 8,059 | 0.87% | 0.77% | 1509 | +2,197 | 22.96% | Q4 2025 | Jan 12, 2026 |
| STRATEGY ASSET MANAGERS LLC | History | Added to | 11,731 | 8,035 | 1.32% | 1.19% | 1510 | +1,840 | 18.6% | Q4 2025 | Feb 11, 2026 |
| HOHIMER WEALTH MANAGEMENT, LLC | History | Reduced | 11,722 | 8,029 | 1.08% | 1.11% | 1511 | -93 | -0.79% | Q4 2025 | Feb 12, 2026 |
| EFG International AG | History | New | 11,706 | 8,017 | 0.16% | — | 1512 | +11,706 | New | Q4 2025 | Feb 17, 2026 |
| Trust Co | History | Added to | 11,703 | 8,015 | 0.75% | 0.78% | 1513 | +277 | 2.42% | Q4 2025 | Jan 15, 2026 |
| Asempa Wealth Advisors | History | New | 11,677 | 7,997 | 6.89% | — | 1514 | +11,677 | New | Q4 2025 | Jan 08, 2026 |
| Greykasell Wealth Strategies, Inc. | History | Added to | 11,649 | 7,979 | 3.15% | 2.96% | 1515 | +1,133 | 10.77% | Q4 2025 | Feb 11, 2026 |
| Westmount Partners, LLC | History | Reduced | 11,577 | 7,929 | 1.98% | 2.02% | 1516 | -55 | -0.47% | Q4 2025 | Jan 15, 2026 |
| Interchange Capital Partners, LLC | History | Added to | 11,578 | 7,928 | 1.47% | 1.51% | 1517 | +89 | 0.77% | Q4 2025 | Jan 30, 2026 |
| Gen-Wealth Partners Inc | History | Added to | 11,507 | 7,881 | 2.53% | 2.26% | 1518 | +1,519 | 15.21% | Q4 2025 | Feb 13, 2026 |
| Stone Summit Wealth LLC | History | Added to | 11,491 | 7,870 | 2.13% | 2.17% | 1519 | +69 | 0.6% | Q4 2025 | Jan 27, 2026 |
| FAS Wealth Partners, Inc. | History | Added to | 11,454 | 7,845 | 0.51% | 0.36% | 1520 | +3,518 | 44.33% | Q4 2025 | Feb 18, 2026 |
| Lifeworks Advisors, LLC | History | Added to | 11,416 | 7,819 | 1.01% | 0.95% | 1521 | +742 | 6.95% | Q4 2025 | Feb 13, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Reduced | 11,381 | 7,795 | 0.6% | 0.85% | 1522 | -6,639 | -36.84% | Q4 2025 | Jan 23, 2026 |
| TRUST CO OF VERMONT | History | Added to | 11,365 | 7,784 | 0.32% | 0.32% | 1523 | +540 | 4.99% | Q4 2025 | Jan 16, 2026 |
| Lakeridge Wealth Management LLC | History | Added to | 11,363 | 7,783 | 3.54% | 3.37% | 1524 | +21 | 0.19% | Q4 2025 | Jan 07, 2026 |
| Patten Group, Inc. | History | Added to | 11,348 | 7,772 | 1.44% | 1.43% | 1525 | +334 | 3.03% | Q4 2025 | Jan 23, 2026 |
| Brand Asset Management Group, Inc. | History | Reduced | 11,319 | 7,753 | 2.17% | 2.13% | 1526 | -14 | -0.12% | Q4 2025 | Feb 11, 2026 |
| Winthrop Capital Management, LLC | History | Reduced | 11,318 | 7,752 | 1.81% | 1.99% | 1527 | -955 | -7.78% | Q4 2025 | Feb 10, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | Added to | 11,293 | 7,734 | 0.14% | 0.15% | 1528 | +514 | 4.77% | Q4 2025 | Jan 28, 2026 |
| Forefront Wealth Partners, LLC | History | Reduced | 11,262 | 7,713 | 3.65% | 2.33% | 1529 | -2,544 | -18.43% | Q4 2025 | Feb 06, 2026 |
| Astoria Strategic Wealth, Inc. | History | Added to | 11,246 | 7,702 | 1.94% | 1.88% | 1530 | +125 | 1.12% | Q4 2025 | Feb 05, 2026 |
| Bedel Financial Consulting, Inc. | History | Reduced | 11,239 | 7,697 | 0.83% | 0.97% | 1531 | -159 | -1.39% | Q4 2025 | Jan 28, 2026 |
| Heritage Trust Co | History | Added to | 11,191 | 7,665 | 0.78% | 0.77% | 1532 | +280 | 2.57% | Q4 2025 | Feb 10, 2026 |
| Intrua Financial, LLC | History | Reduced | 11,171 | 7,651 | 0.81% | 0.82% | 1533 | -75 | -0.67% | Q4 2025 | Feb 05, 2026 |
| Chancellor Financial Group WB LP | History | Reduced | 11,158 | 7,642 | 5.18% | 5.36% | 1534 | -193 | -1.7% | Q4 2025 | Feb 05, 2026 |
| WealthSpring Partners, LLC | History | New | 11,155 | 7,640 | 7.83% | — | 1535 | +11,155 | New | Q4 2025 | Feb 12, 2026 |
| Triumph Capital Management | History | Added to | 11,127 | 7,621 | 1.65% | 1.78% | 1536 | +1,200 | 12.09% | Q4 2025 | Feb 12, 2026 |
| Avise Financial Cooperative, Inc. | History | New | 11,104 | 7,605 | 6.85% | — | 1537 | +11,104 | New | Q4 2025 | Feb 11, 2026 |
| FORTE ASSET MANAGEMENT LLC | History | Reduced | 11,064 | 7,578 | 3.44% | 3.6% | 1538 | -106 | -0.95% | Q4 2025 | Jan 16, 2026 |
| Retirement Planning Group, LLC | History | Added to | 11,053 | 7,570 | 0.25% | 0.26% | 1539 | +2 | 0.02% | Q4 2025 | Feb 03, 2026 |
| DKM Wealth Management, Inc. | History | Added to | 11,036 | 7,558 | 5.64% | 5.71% | 1540 | +404 | 3.8% | Q4 2025 | Jan 12, 2026 |
| TFR Capital, LLC. | History | Added to | 11,031 | 7,555 | 2.5% | 2.44% | 1541 | +132 | 1.21% | Q4 2025 | Jan 27, 2026 |
| BURNEY CO/ | History | Added to | 11,006 | 7,538 | 0.24% | 0.05% | 1542 | +8,592 | 355.92% | Q4 2025 | Jan 23, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Reduced | 10,937 | 7,491 | 0.21% | 0.21% | 1543 | -120 | -1.09% | Q4 2025 | Jan 12, 2026 |
| Navigoe, LLC | History | Added to | 10,911 | 7,473 | 4.61% | 4.65% | 1544 | +23 | 0.21% | Q4 2025 | Feb 03, 2026 |
| Rede Wealth, LLC | History | Added to | 10,906 | 7,470 | 2.6% | 3.55% | 1545 | +4,154 | 61.52% | Q4 2025 | Jan 23, 2026 |
| Wall Capital Group, Inc. | History | New | 10,878 | 7,450 | 7.09% | — | 1546 | +10,878 | New | Q4 2025 | Feb 17, 2026 |
| Nuveen, LLC | History | Reduced | 10,870 | 7,445 | 0.0% | 0.0% | 1547 | -46 | -0.42% | Q4 2025 | Feb 12, 2026 |
| Meramec Financial Planners, LLC | History | New | 10,728 | 7,442 | 2.9% | — | 1548 | +10,728 | New | Q4 2025 | Feb 10, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | Added to | 10,860 | 7,438 | 0.59% | 0.42% | 1549 | +3,751 | 52.76% | Q4 2025 | Jan 28, 2026 |
| Presidio Capital Management, LLC | History | Added to | 10,852 | 7,432 | 2.23% | 2.37% | 1550 | +757 | 7.5% | Q4 2025 | Jan 15, 2026 |
| PFS Partners, LLC | History | Reduced | 10,844 | 7,427 | 3.4% | 3.49% | 1551 | -125 | -1.14% | Q4 2025 | Jan 16, 2026 |
| Meridian Financial Partners LLC | History | Reduced | 10,782 | 7,421 | 2.94% | 3.05% | 1552 | -82 | -0.75% | Q4 2025 | Feb 05, 2026 |
| ROCKLAND TRUST CO | History | Added to | 10,830 | 7,417 | 0.29% | 0.3% | 1553 | +4 | 0.04% | Q4 2025 | Jan 15, 2026 |
| Busey Bank | History | Reduced | 10,797 | 7,395 | 0.19% | 0.21% | 1554 | -527 | -4.65% | Q4 2025 | Jan 27, 2026 |
| Cadent Capital Advisors, LLC | History | Added to | 10,778 | 7,382 | 1.89% | 1.77% | 1555 | +771 | 7.7% | Q4 2025 | Jan 13, 2026 |
| 5T Wealth, LLC | History | Reduced | 10,760 | 7,369 | 2.94% | 3.17% | 1556 | -108 | -0.99% | Q4 2025 | Jan 27, 2026 |
| Innovative Wealth Building LLC | History | Added to | 10,746 | 7,360 | 5.37% | 5.42% | 1557 | +349 | 3.36% | Q4 2025 | Feb 17, 2026 |
| Facet Wealth, Inc. | History | Added to | 10,531 | 7,357 | 0.13% | 0.12% | 1558 | +1,802 | 20.64% | Q4 2025 | Jan 29, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Added to | 10,716 | 7,339 | 0.6% | 0.55% | 1559 | +21 | 0.2% | Q4 2025 | Feb 17, 2026 |
| S.A. Mason LLC | History | Added to | 10,706 | 7,332 | 2.9% | 3.14% | 1560 | +78 | 0.73% | Q4 2025 | Jan 29, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | New | 10,667 | 7,306 | 0.92% | — | 1561 | +10,667 | New | Q4 2025 | Jan 27, 2026 |
| EWA, LLC | History | Added to | 10,665 | 7,305 | 1.78% | 0.84% | 1562 | +6,152 | 136.32% | Q4 2025 | Feb 03, 2026 |
| Transcendent Capital Group LLC | History | Reduced | 10,662 | 7,302 | 3.31% | 3.25% | 1563 | -194 | -1.79% | Q4 2025 | Jan 26, 2026 |
| NORDEN GROUP LLC | History | Reduced | 10,639 | 7,287 | 0.71% | 0.81% | 1564 | -1,285 | -10.78% | Q4 2025 | Jan 13, 2026 |
| PFG Investments, LLC | History | Reduced | 10,628 | 7,279 | 0.34% | 0.38% | 1565 | -205 | -1.89% | Q4 2025 | Jan 26, 2026 |
| Riverwater Partners LLC | History | Added to | 10,605 | 7,263 | 2.81% | 1.63% | 1566 | +4,741 | 80.85% | Q4 2025 | Feb 12, 2026 |
| Mission Creek Capital Partners, Inc. | History | Reduced | 10,565 | 7,236 | 1.46% | 1.44% | 1567 | -337 | -3.09% | Q4 2025 | Feb 12, 2026 |
| BURKE & HERBERT BANK & TRUST CO | History | Reduced | 10,540 | 7,219 | 1.99% | 1.59% | 1568 | -544 | -4.91% | Q4 2025 | Feb 12, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Added to | 10,470 | 7,171 | 0.8% | 0.71% | 1569 | +1,310 | 14.3% | Q4 2025 | Jan 14, 2026 |
| Journey Advisory Group, LLC | History | Added to | 10,458 | 7,163 | 0.6% | 0.49% | 1570 | +603 | 6.12% | Q4 2025 | Jan 27, 2026 |
| Leo Wealth, LLC | History | Added to | 10,456 | 7,161 | 0.52% | 0.57% | 1571 | +3,889 | 59.22% | Q4 2025 | Jan 21, 2026 |
| FIRST FINANCIAL BANKSHARES INC | History | Reduced | 10,429 | 7,143 | 0.14% | 0.17% | 1572 | -1,660 | -13.73% | Q4 2025 | Feb 12, 2026 |
| W ADVISORS, LLC | History | Added to | 10,428 | 7,142 | 3.59% | 3.67% | 1573 | +24 | 0.23% | Q4 2025 | Feb 13, 2026 |
| LANE BROTHERS & CO INC | History | New | 10,400 | 7,123 | 5.15% | — | 1574 | +10,400 | New | Q4 2025 | Mar 13, 2026 |
| Houlihan Financial Resource Group, Ltd. | History | Added to | 10,316 | 7,120 | 2.71% | 3.17% | 1575 | +4,931 | 91.57% | Q4 2025 | Feb 10, 2026 |
| Pinnacle Bancorp, Inc. | History | Added to | 10,377 | 7,107 | 2.08% | 2.05% | 1576 | +3 | 0.03% | Q4 2025 | Jan 22, 2026 |
| Zurich Insurance Group Ltd/FI | History | No change | 10,270 | 7,085 | 0.05% | 0.05% | 1577 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| WINCAP FINANCIAL LLC | History | Added to | 10,340 | 7,082 | 4.86% | 4.14% | 1578 | +1,385 | 15.47% | Q4 2025 | Jan 14, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | Added to | 10,331 | 7,076 | 3.34% | 3.32% | 1579 | +31 | 0.3% | Q4 2025 | Feb 13, 2026 |
| Colter Lewis Investment Partners LLC | History | New | 10,328 | 7,073 | 8.18% | — | 1580 | +10,328 | New | Q4 2025 | Feb 17, 2026 |
| Allen Capital Group, LLC | History | Reduced | 10,318 | 7,067 | 0.65% | 0.66% | 1581 | -176 | -1.68% | Q4 2025 | Feb 09, 2026 |
| RIDGECREST WEALTH PARTNERS, LLC | History | Reduced | 10,311 | 7,062 | 3.83% | 3.65% | 1582 | -1,754 | -14.54% | Q4 2025 | Jan 22, 2026 |
| Independent Solutions Wealth Management, LLC | History | Added to | 10,302 | 7,056 | 1.3% | 1.05% | 1583 | +1,446 | 16.33% | Q4 2025 | Feb 05, 2026 |
| Sepio Capital, LP | History | Added to | 10,240 | 7,014 | 0.38% | 0.06% | 1584 | +8,744 | 584.49% | Q4 2025 | Feb 12, 2026 |
| Heritage Family Offices, LLP | History | Added to | 10,221 | 7,000 | 3.18% | 2.78% | 1585 | +1,278 | 14.29% | Q4 2025 | Jan 12, 2026 |
| BlueChip Wealth Advisors LLC | History | Reduced | 10,202 | 6,987 | 2.94% | 3.03% | 1586 | -411 | -3.87% | Q4 2025 | Feb 05, 2026 |
| STEPH & CO | History | Added to | 10,164 | 6,961 | 2.01% | 2.05% | 1587 | +127 | 1.27% | Q4 2025 | Jan 23, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | Reduced | 10,160 | 6,959 | 2.6% | 2.75% | 1588 | -276 | -2.64% | Q4 2025 | Jan 08, 2026 |
| Gallagher Capital Advisors, LLC | History | Reduced | 10,125 | 6,935 | 4.48% | 12.05% | 1589 | -9 | -0.09% | Q4 2025 | Feb 12, 2026 |
| POWER WEALTH MANAGEMENT LLC | History | Reduced | 10,076 | 6,901 | 2.43% | 2.47% | 1590 | -46 | -0.45% | Q4 2025 | Feb 17, 2026 |
| XY Planning Network, Inc. | History | Reduced | 10,021 | 6,864 | 1.2% | 2.76% | 1591 | -3,037 | -23.26% | Q4 2025 | Jan 26, 2026 |
| Bestgate Wealth Advisors, LLC | History | Reduced | 10,014 | 6,858 | 12.05% | 12.07% | 1592 | -199 | -1.95% | Q4 2025 | Jan 16, 2026 |
| Idaho Trust Co | History | Reduced | 10,001 | 6,850 | 2.27% | 2.57% | 1593 | -1,425 | -12.47% | Q4 2025 | Feb 05, 2026 |
| BANQUE PICTET & CIE SA | History | Added to | 9,992 | 6,843 | 0.04% | 0.03% | 1594 | +1,380 | 16.02% | Q4 2025 | Jan 16, 2026 |
| KDK Private Wealth Management, LLC | History | Reduced | 9,974 | 6,832 | 5.96% | 6.86% | 1595 | -131 | -1.3% | Q4 2025 | Feb 12, 2026 |
| NovaPoint Capital, LLC | History | Reduced | 9,971 | 6,829 | 1.76% | 1.65% | 1596 | -76 | -0.76% | Q4 2025 | Jan 21, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Reduced | 9,962 | 6,823 | 0.22% | 0.26% | 1597 | -1,268 | -11.29% | Q4 2025 | Jan 12, 2026 |
| Annex Advisory Services, LLC | History | Added to | 9,931 | 6,802 | 0.13% | 0.14% | 1598 | +271 | 2.81% | Q4 2025 | Jan 26, 2026 |
| Variant Private Wealth, LLC | History | Reduced | 9,923 | 6,796 | 7.06% | 6.27% | 1599 | -212 | -2.09% | Q4 2025 | Jan 26, 2026 |
| UPTICK PARTNERS, LLC | History | Added to | 9,917 | 6,792 | 1.45% | 1.64% | 1600 | +610 | 6.55% | Q4 2025 | Feb 02, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 9,841 | 6,789 | 0.46% | 0.53% | 1601 | -741 | -7.0% | Q4 2025 | Jan 15, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Reduced | 9,870 | 6,760 | 0.83% | 0.85% | 1602 | -15 | -0.15% | Q4 2025 | Jan 07, 2026 |
| Selective Wealth Management, Inc. | History | Reduced | 9,712 | 6,752 | 2.11% | 2.37% | 1603 | -1,261 | -11.49% | Q4 2025 | Jan 16, 2026 |
| SK Wealth Management, LLC | History | Added to | 9,673 | 6,742 | 1.88% | 2.43% | 1604 | +25 | 0.26% | Q4 2025 | Jan 30, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 9,774 | 6,695 | 0.22% | 0.22% | 1605 | +349 | 3.7% | Q4 2025 | Feb 13, 2026 |
| J HAGAN CAPITAL, INC. | History | Added to | 9,770 | 6,691 | 3.7% | 1.29% | 1606 | +6,587 | 206.94% | Q4 2025 | Feb 17, 2026 |
| Windsor Advisory Group, LLC | History | No change | 9,751 | 6,678 | 5.96% | 5.78% | 1607 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 9,746 | 6,675 | 0.5% | 0.5% | 1608 | +73 | 0.75% | Q4 2025 | Feb 13, 2026 |
| Unify Financial Advisors | History | New | 9,740 | 6,671 | 6.95% | — | 1609 | +9,740 | New | Q4 2025 | Apr 08, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Added to | 9,707 | 6,648 | 0.97% | 0.98% | 1610 | +96 | 1.0% | Q4 2025 | Feb 09, 2026 |
| AA Financial Advisors, LLC | History | Added to | 9,705 | 6,647 | 1.23% | 1.17% | 1611 | +802 | 9.01% | Q4 2025 | Jan 14, 2026 |
| Landmark Wealth Management, LLC | History | Added to | 9,682 | 6,631 | 2.54% | 2.54% | 1612 | +116 | 1.21% | Q4 2025 | Feb 05, 2026 |
| PMV Capital Advisers, LLC | History | Added to | 9,671 | 6,623 | 12.06% | 11.91% | 1613 | +504 | 5.5% | Q4 2025 | Jan 08, 2026 |
| Golden State Equity Partners | History | Added to | 9,668 | 6,622 | 1.07% | 0.95% | 1614 | +1,254 | 14.9% | Q4 2025 | Jan 29, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | Reduced | 9,655 | 6,613 | 0.7% | 0.72% | 1615 | -15 | -0.16% | Q4 2025 | Jan 09, 2026 |
| MRP Capital Investments, LLC | History | Reduced | 9,644 | 6,605 | 5.53% | 5.98% | 1616 | -1,576 | -14.05% | Q4 2025 | Feb 09, 2026 |
| InTrack Investment Management Inc | History | Reduced | 9,642 | 6,604 | 3.69% | 3.88% | 1617 | -60 | -0.62% | Q4 2025 | Jan 14, 2026 |
| Vawter Financial, Ltd. | History | Added to | 9,629 | 6,595 | 2.78% | 2.83% | 1618 | +298 | 3.19% | Q4 2025 | Feb 02, 2026 |
| Wall Street Financial Group, Inc. | History | Reduced | 9,623 | 6,588 | 4.8% | 4.9% | 1619 | -341 | -3.42% | Q4 2025 | Jan 16, 2026 |
| Strategic Financial Concepts, LLC | History | Added to | 9,610 | 6,582 | 6.02% | 0.27% | 1620 | +6,820 | 244.44% | Q4 2025 | Feb 09, 2026 |
| Fiduciary Group, LLC | History | Added to | 9,574 | 6,557 | 0.55% | 0.48% | 1621 | +1,421 | 17.43% | Q4 2025 | Feb 12, 2026 |
| Keel Point, LLC | History | Added to | 9,545 | 6,537 | 0.39% | 0.32% | 1622 | +1,749 | 22.43% | Q4 2025 | Feb 12, 2026 |
| Vantus Wealth LLC | History | New | 9,528 | 6,526 | 4.81% | — | 1623 | +9,528 | New | Q4 2025 | Feb 10, 2026 |
| Hilltop Holdings Inc. | History | Added to | 9,520 | 6,519 | 0.39% | 0.33% | 1624 | +310 | 3.37% | Q4 2025 | Feb 17, 2026 |
| Glassman Wealth Services | History | Reduced | 9,497 | 6,504 | 0.88% | 0.93% | 1625 | -382 | -3.87% | Q4 2025 | Jan 28, 2026 |
| Moneda S.A. Administradora General de Fondos | History | Added to | 9,480 | 6,493 | 5.83% | 6.58% | 1626 | +780 | 8.97% | Q4 2025 | Feb 17, 2026 |
| Merited Wealth, LLC | History | New | 9,463 | 6,481 | 6.01% | — | 1627 | +9,463 | New | Q4 2025 | Mar 26, 2026 |
| 1 NORTH WEALTH SERVICES LLC | History | Added to | 9,446 | 6,470 | 2.28% | 1.77% | 1628 | +2,984 | 46.18% | Q4 2025 | Feb 13, 2026 |
| GUYASUTA INVESTMENT ADVISORS INC | History | Reduced | 9,438 | 6,464 | 0.37% | 0.39% | 1629 | -732 | -7.2% | Q4 2025 | Jan 23, 2026 |
| Running Point Capital Advisors, LLC | History | Added to | 9,424 | 6,455 | 1.76% | 0.74% | 1630 | +5,313 | 129.24% | Q4 2025 | Feb 17, 2026 |
| TCTC Holdings, LLC | History | Reduced | 9,388 | 6,430 | 0.19% | 0.19% | 1631 | -57 | -0.6% | Q4 2025 | Feb 12, 2026 |
| FLC Capital Advisors | History | Reduced | 9,372 | 6,419 | 1.18% | 1.22% | 1632 | -15 | -0.16% | Q4 2025 | Feb 11, 2026 |
| Forum Financial Management, LP | History | Added to | 9,367 | 6,415 | 0.08% | 0.08% | 1633 | +319 | 3.53% | Q4 2025 | Jan 27, 2026 |
| Essential Planning, LLC. | History | Added to | 9,352 | 6,405 | 2.04% | 2.05% | 1634 | +470 | 5.29% | Q4 2025 | Jan 15, 2026 |
| Hi-Line Capital Management, LLC | History | Reduced | 9,324 | 6,386 | 2.13% | 2.19% | 1635 | -1,028 | -9.93% | Q4 2025 | Feb 06, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 9,318 | 6,382 | 0.51% | 0.52% | 1636 | +748 | 8.73% | Q4 2025 | Jan 13, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Reduced | 9,317 | 6,381 | 0.71% | 0.75% | 1637 | -332 | -3.44% | Q4 2025 | Jan 08, 2026 |
| CAMDEN NATIONAL BANK | History | Added to | 9,306 | 6,374 | 0.88% | 0.24% | 1638 | +6,764 | 266.09% | Q4 2025 | Feb 10, 2026 |
| Compass Ion Advisors, LLC | History | Reduced | 9,284 | 6,359 | 0.61% | 0.61% | 1639 | -198 | -2.09% | Q4 2025 | Jan 29, 2026 |
| OFC FINANCIAL PLANNING, LLC | History | Reduced | 9,233 | 6,324 | 6.0% | 6.42% | 1640 | -450 | -4.65% | Q4 2025 | Feb 04, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 9,220 | 6,315 | 0.48% | 0.49% | 1641 | +139 | 1.53% | Q4 2025 | Jan 09, 2026 |
| James J. Burns & Company, LLC | History | Reduced | 9,210 | 6,308 | 0.87% | 0.92% | 1642 | -59 | -0.64% | Q4 2025 | Jan 23, 2026 |
| Power Alpha Investment Ltd | History | New | 9,200 | 6,301 | 0.65% | — | 1643 | +9,200 | New | Q4 2025 | Jan 23, 2026 |
| ATX Financial Planning, LLC | History | New | 9,160 | 6,274 | 4.84% | — | 1644 | +9,160 | New | Q4 2025 | Feb 19, 2026 |
| BRADY FAMILY WEALTH, LLC | History | Added to | 9,159 | 6,273 | 1.94% | 1.9% | 1645 | +1 | 0.01% | Q4 2025 | Jan 07, 2026 |
| Magnus Financial Group LLC | History | Reduced | 9,155 | 6,270 | 0.48% | 0.5% | 1646 | -247 | -2.63% | Q4 2025 | Jan 07, 2026 |
| West Branch Capital LLC | History | Added to | 9,134 | 6,256 | 1.61% | 1.6% | 1647 | +18 | 0.2% | Q4 2025 | Jan 16, 2026 |
| Commonwealth Retirement Investments LLC | History | Added to | 9,122 | 6,247 | 2.01% | 1.95% | 1648 | +551 | 6.43% | Q4 2025 | Feb 11, 2026 |
| Olde Wealth Management, LLC | History | Reduced | 9,108 | 6,238 | 1.92% | 1.93% | 1649 | -4 | -0.04% | Q4 2025 | Feb 12, 2026 |
| Black Diamond Financial, LLC | History | Added to | 9,094 | 6,228 | 0.66% | 0.68% | 1650 | +46 | 0.51% | Q4 2025 | Feb 03, 2026 |
| Sunburst Financial Group, LLC | History | Reduced | 9,059 | 6,204 | 1.26% | 1.29% | 1651 | -66 | -0.72% | Q4 2025 | Jan 21, 2026 |
| Essex Bank | History | Added to | 9,056 | 6,202 | 1.34% | 1.29% | 1652 | +468 | 5.45% | Q4 2025 | Feb 02, 2026 |
| Strathmore Capital Advisors, Inc. | History | Reduced | 9,051 | 6,199 | 2.03% | 2.56% | 1653 | -277 | -2.97% | Q4 2025 | Feb 13, 2026 |
| MCCARTER PRIVATE WEALTH SERVICES LLC | History | Added to | 9,030 | 6,185 | 2.78% | 2.69% | 1654 | +1,170 | 14.89% | Q4 2025 | Feb 10, 2026 |
| BLUEDOOR PRIVATE WEALTH, LLC | History | New | 9,009 | 6,170 | 2.85% | — | 1655 | +9,009 | New | Q4 2025 | Feb 17, 2026 |
| Stockman Wealth Management, Inc. | History | Reduced | 9,004 | 6,167 | 0.72% | 0.76% | 1656 | -91 | -1.0% | Q4 2025 | Jan 29, 2026 |
| TRUEFG, LLC | History | Reduced | 8,983 | 6,152 | 1.65% | 1.67% | 1657 | -41 | -0.45% | Q4 2025 | Jan 21, 2026 |
| Stonebridge Financial Planning Group, LLC | History | Reduced | 8,952 | 6,131 | 2.21% | 2.32% | 1658 | -264 | -2.86% | Q4 2025 | Feb 05, 2026 |
| BAYBAN | History | New | 8,927 | 6,114 | 5.4% | — | 1659 | +8,927 | New | Q4 2025 | Mar 05, 2026 |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | History | Added to | 8,919 | 6,108 | 3.82% | 3.19% | 1660 | +1,675 | 23.12% | Q4 2025 | Feb 24, 2026 |
| Affiance Financial, LLC | History | Reduced | 8,900 | 6,096 | 0.98% | 1.11% | 1661 | -172 | -1.9% | Q4 2025 | Jan 21, 2026 |
| Kera Capital Partners, Inc. | History | Reduced | 8,762 | 6,089 | 0.75% | 0.92% | 1662 | -382 | -4.18% | Q4 2025 | Feb 23, 2026 |
| ORG Partners LLC | History | Added to | 8,876 | 6,084 | 1.07% | 1.02% | 1663 | +806 | 9.99% | Q4 2025 | Jan 14, 2026 |
| Vident Advisory, LLC | History | Reduced | 8,874 | 6,078 | 0.06% | 0.06% | 1664 | -482 | -5.15% | Q4 2025 | Feb 18, 2026 |
| DEFINED WEALTH MANAGEMENT, LLC | History | No change | 8,864 | 6,071 | 3.5% | 3.44% | 1665 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| American Trust | History | Reduced | 8,836 | 6,052 | 0.51% | 0.6% | 1666 | -1,747 | -16.51% | Q4 2025 | Feb 17, 2026 |
| JAMISON PRIVATE WEALTH MANAGEMENT, INC. | History | Added to | 8,831 | 6,048 | 0.73% | 0.71% | 1667 | +418 | 4.97% | Q4 2025 | Jan 15, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Added to | 8,822 | 6,042 | 0.47% | 0.39% | 1668 | +1,705 | 23.96% | Q4 2025 | Jan 23, 2026 |
| Dogwood Wealth Management LLC | History | No change | 8,773 | 6,008 | 2.64% | 2.67% | 1669 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Tempus Wealth Planning, LLC | History | Reduced | 8,746 | 5,990 | 1.37% | 1.37% | 1670 | -149 | -1.68% | Q4 2025 | Jan 16, 2026 |
| Verity Asset Management, Inc. | History | Reduced | 8,740 | 5,986 | 2.57% | 3.69% | 1671 | -8,164 | -48.3% | Q4 2025 | Jan 30, 2026 |
| Wealth Advisors of Iowa, LLC | History | Reduced | 8,719 | 5,972 | 1.96% | 1.99% | 1672 | -6 | -0.07% | Q4 2025 | Feb 05, 2026 |
| Quadrant Private Wealth Management, LLC | History | Added to | 8,713 | 5,967 | 0.98% | 1.05% | 1673 | +149 | 1.74% | Q4 2025 | Jan 26, 2026 |
| NBT BANK N A /NY | History | Added to | 5,828 | 5,960 | 0.38% | 0.35% | 1674 | +845 | 16.96% | Q4 2025 | Jan 23, 2026 |
| KENNICOTT CAPITAL MANAGEMENT LLC | History | Added to | 8,683 | 5,947 | 2.88% | 2.79% | 1675 | +32 | 0.37% | Q4 2025 | Feb 13, 2026 |
| Prostatis Group LLC | History | Reduced | 8,682 | 5,946 | 1.42% | 1.74% | 1676 | -1,708 | -16.44% | Q4 2025 | Feb 17, 2026 |
| Fortis Capital Management LLC | History | Added to | 8,680 | 5,945 | 0.79% | 0.46% | 1677 | +3,816 | 78.45% | Q4 2025 | Feb 13, 2026 |
| St. Johns Investment Management Company, LLC | History | Reduced | 8,666 | 5,935 | 2.48% | 2.64% | 1678 | -629 | -6.77% | Q4 2025 | Jan 29, 2026 |
| Fiduciary Planning LLC | History | Added to | 8,651 | 5,925 | 1.8% | 1.75% | 1679 | +106 | 1.24% | Q4 2025 | Jan 22, 2026 |
| PERSPECTIVE WEALTH ADVISORS LLC | History | New | 8,635 | 5,914 | 4.21% | — | 1681 | +8,635 | New | Q4 2025 | Feb 13, 2026 |
| Pachira Investments Inc. | History | Reduced | 8,635 | 5,914 | 2.88% | 3.72% | 1680 | -1,262 | -12.75% | Q4 2025 | Feb 02, 2026 |
| GSG Advisors LLC | History | Reduced | 8,632 | 5,912 | 1.53% | 1.54% | 1682 | -4 | -0.05% | Q4 2025 | Jan 08, 2026 |
| 1834 INVESTMENT ADVISORS CO | History | Reduced | 8,628 | 5,909 | 0.74% | 0.72% | 1683 | -170 | -1.93% | Q4 2025 | Jan 29, 2026 |
| Nicholas Hoffman & Company, LLC. | History | Reduced | 8,623 | 5,906 | 0.14% | 0.14% | 1684 | -4 | -0.05% | Q4 2025 | Feb 02, 2026 |
| Cassaday & Co Wealth Management LLC | History | Added to | 8,570 | 5,870 | 0.12% | 0.13% | 1685 | +365 | 4.45% | Q4 2025 | Feb 03, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 8,541 | 5,850 | 0.06% | 0.06% | 1686 | +292 | 3.54% | Q4 2025 | Feb 13, 2026 |
| Quadcap Wealth Management, LLC | History | Added to | 8,535 | 5,845 | 0.67% | 0.67% | 1687 | +14 | 0.16% | Q4 2025 | Jan 29, 2026 |
| Daner Wealth Management, LLC | History | Added to | 8,392 | 5,833 | 3.57% | 3.6% | 1688 | +83 | 1.0% | Q4 2025 | Feb 11, 2026 |
| PW ADVISORS, LLC \ FL | History | New | 8,507 | 5,826 | 4.68% | — | 1690 | +8,507 | New | Q4 2025 | Feb 17, 2026 |
| KWMG, LLC | History | Reduced | 8,506 | 5,826 | 0.5% | 0.5% | 1689 | -30 | -0.35% | Q4 2025 | Jan 16, 2026 |
| Legacy Advisory Services, LLC | History | Added to | 8,493 | 5,817 | 4.37% | 4.24% | 1691 | +84 | 1.0% | Q4 2025 | Jan 23, 2026 |
| Bank of Jackson Hole Trust | History | Added to | 8,492 | 5,816 | 2.76% | 2.53% | 1692 | +940 | 12.45% | Q4 2025 | Feb 12, 2026 |
| Portfolio Resources Advisor Group, Inc. | History | New | 8,485 | 5,811 | 5.81% | — | 1693 | +8,485 | New | Q4 2025 | Feb 13, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | New | 8,483 | 5,810 | 0.65% | — | 1694 | +8,483 | New | Q4 2025 | Feb 13, 2026 |
| Johnson Financial Group, LLC | History | Added to | 8,469 | 5,800 | 0.36% | 0.33% | 1695 | +3,153 | 59.31% | Q4 2025 | Feb 10, 2026 |
| Keystone Financial Services, LLC | History | Added to | 8,468 | 5,799 | 3.95% | 3.96% | 1696 | +14 | 0.17% | Q4 2025 | Jan 27, 2026 |
| Brookwood Investment Group LLC | History | Added to | 8,422 | 5,768 | 0.69% | 0.67% | 1698 | +657 | 8.46% | Q4 2025 | Jan 22, 2026 |
| Peak Asset Management, LLC | History | Reduced | 8,422 | 5,768 | 0.98% | 1.0% | 1697 | -119 | -1.39% | Q4 2025 | Feb 05, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | Reduced | 8,413 | 5,762 | 0.08% | 0.1% | 1699 | -835 | -9.03% | Q4 2025 | Feb 17, 2026 |
| Sonoma Private Wealth LLC | History | Reduced | 8,412 | 5,761 | 6.96% | 6.94% | 1700 | -272 | -3.13% | Q4 2025 | Feb 17, 2026 |
| Elevation Capital Advisory, LLC | History | New | 8,391 | 5,747 | 2.35% | — | 1701 | +8,391 | New | Q4 2025 | Jan 26, 2026 |
| M3 Advisory Group, LLC | History | Added to | 8,382 | 5,741 | 3.5% | 3.43% | 1703 | +155 | 1.88% | Q4 2025 | Jan 16, 2026 |
| Arista Wealth Management, LLC | History | Added to | 8,383 | 5,741 | 0.71% | 0.7% | 1702 | +5 | 0.06% | Q4 2025 | Feb 09, 2026 |
| Coastline Complete Wealth LLC | History | New | 8,365 | 5,729 | 3.61% | — | 1704 | +8,365 | New | Q4 2025 | Feb 24, 2026 |
| Antonelli Financial Advisors, LLC | History | Added to | 8,334 | 5,709 | 3.75% | 3.73% | 1705 | +138 | 1.68% | Q4 2025 | Jan 27, 2026 |
| Dana Investment Advisors, Inc. | History | Reduced | 8,309 | 5,690 | 0.17% | 0.16% | 1706 | -82 | -0.98% | Q4 2025 | Feb 05, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 8,301 | 5,685 | 0.59% | 0.68% | 1707 | -370 | -4.27% | Q4 2025 | Feb 13, 2026 |
| LVZ, Inc. | History | Reduced | 8,289 | 5,677 | 0.63% | 0.85% | 1708 | -2,947 | -26.23% | Q4 2025 | Feb 10, 2026 |
| Coppell Advisory Solutions LLC | History | Added to | 8,212 | 5,665 | 0.56% | 0.57% | 1709 | +95 | 1.17% | Q4 2025 | Feb 17, 2026 |
| Strid Group, LLC | History | Added to | 8,253 | 5,652 | 0.7% | 0.44% | 1710 | +3,119 | 60.75% | Q4 2025 | Jan 26, 2026 |
| Bear Mountain Capital, Inc. | History | No change | 8,128 | 5,651 | 1.82% | 1.84% | 1711 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| 49 WEALTH MANAGEMENT, LLC | History | Added to | 8,213 | 5,625 | 0.46% | 0.48% | 1712 | +540 | 7.04% | Q4 2025 | Feb 04, 2026 |
| Financial Council, LLC | History | Reduced | 8,189 | 5,608 | 2.24% | 2.44% | 1713 | -26 | -0.32% | Q4 2025 | Feb 05, 2026 |
| PATTEN & PATTEN INC/TN | History | Reduced | 8,140 | 5,575 | 0.33% | 0.33% | 1714 | -213 | -2.55% | Q4 2025 | Feb 03, 2026 |
| Seven Springs Wealth Group, LLC | History | Reduced | 8,135 | 5,572 | 1.59% | 1.32% | 1715 | -23 | -0.28% | Q4 2025 | Feb 10, 2026 |
| Quad-Cities Investment Group, LLC | History | Reduced | 8,099 | 5,547 | 2.29% | 2.46% | 1716 | -522 | -6.05% | Q4 2025 | Jan 14, 2026 |
| Morling Financial Advisors, LLC | History | Reduced | 8,095 | 5,544 | 1.74% | 1.86% | 1717 | -328 | -3.89% | Q4 2025 | Feb 06, 2026 |
| Alta Wealth Advisors LLC | History | Added to | 8,081 | 5,535 | 1.85% | 1.53% | 1718 | +1,711 | 26.86% | Q4 2025 | Feb 03, 2026 |
| Spectrum Strategic Capital Management, LLC | History | Reduced | 8,079 | 5,533 | 2.94% | 4.17% | 1719 | -4,089 | -33.6% | Q4 2025 | Feb 05, 2026 |
| Opal Wealth Advisors, LLC | History | Added to | 8,037 | 5,504 | 1.44% | 0.2% | 1720 | +6,940 | 632.63% | Q4 2025 | Jan 26, 2026 |
| SFE Investment Counsel | History | Added to | 8,024 | 5,495 | 0.84% | 0.32% | 1721 | +5,020 | 167.11% | Q4 2025 | Feb 05, 2026 |
| STAGE HARBOR FINANCIAL, LLC | History | Added to | 8,011 | 5,487 | 3.7% | 3.92% | 1722 | +4 | 0.05% | Q4 2025 | Feb 17, 2026 |
| Semus Wealth Partners LLC | History | Added to | 8,006 | 5,483 | 2.95% | 3.03% | 1723 | +7 | 0.09% | Q4 2025 | Jan 27, 2026 |
| SNS Financial Group, LLC | History | Reduced | 7,999 | 5,478 | 0.47% | 0.48% | 1724 | -169 | -2.07% | Q4 2025 | Feb 02, 2026 |
| NORTHLAND SECURITIES, INC. | History | New | 7,986 | 5,469 | 5.24% | — | 1725 | +7,986 | New | Q4 2025 | Jan 23, 2026 |
| Sprinkle Financial Consultants LLC | History | Reduced | 7,974 | 5,463 | 2.78% | 3.0% | 1726 | -66 | -0.82% | Q4 2025 | Jan 08, 2026 |
| HM PAYSON & CO | History | Added to | 7,949 | 5,444 | 0.08% | 0.07% | 1727 | +743 | 10.31% | Q4 2025 | Feb 12, 2026 |
| MITCHELL CAPITAL MANAGEMENT CO | History | Added to | 7,941 | 5,439 | 0.97% | 0.91% | 1728 | +19 | 0.24% | Q4 2025 | Feb 10, 2026 |
| Nemes Rush Group LLC | History | Added to | 7,935 | 5,434 | 0.51% | 0.36% | 1729 | +2,541 | 47.11% | Q4 2025 | Feb 11, 2026 |
| BOS Asset Management, LLC | History | Added to | 7,933 | 5,433 | 1.45% | 1.49% | 1730 | +17 | 0.21% | Q4 2025 | Jan 09, 2026 |
| Ayalon Insurance Comp Ltd. | History | Added to | 7,919 | 5,424 | 1.32% | 1.28% | 1731 | +360 | 4.76% | Q4 2025 | Jan 12, 2026 |
| ACCESS FINANCIAL SERVICES, INC. | History | Reduced | 7,914 | 5,420 | 1.97% | 1.93% | 1732 | -41 | -0.52% | Q4 2025 | Jan 21, 2026 |
| ADG Wealth Management Group, LLC | History | Reduced | 7,888 | 5,402 | 4.09% | 4.71% | 1733 | -965 | -10.9% | Q4 2025 | Jan 15, 2026 |
| SHP Wealth Management | History | New | 7,871 | 5,392 | 0.42% | — | 1734 | +7,871 | New | Q4 2025 | Mar 04, 2026 |
| KINTRA WEALTH, LLC | History | Added to | 7,869 | 5,389 | 0.75% | 1.57% | 1735 | +3,695 | 88.52% | Q4 2025 | Feb 18, 2026 |
| Smith Thornton Advisors LLC | History | Added to | 7,865 | 5,386 | 2.74% | 2.74% | 1736 | +49 | 0.63% | Q4 2025 | Jan 14, 2026 |
| Milestone Asset Management Group, LLC | History | Added to | 7,862 | 5,384 | 3.04% | 3.14% | 1737 | +406 | 5.45% | Q4 2025 | Feb 03, 2026 |
| Rinkey Investments | History | Reduced | 7,842 | 5,371 | 1.36% | 1.39% | 1738 | -3 | -0.04% | Q4 2025 | Feb 04, 2026 |
| Americana Partners, LLC | History | Added to | 7,836 | 5,367 | 0.15% | 0.13% | 1739 | +1,201 | 18.1% | Q4 2025 | Feb 06, 2026 |
| Traynor Capital Management, Inc. | History | Reduced | 7,834 | 5,366 | 0.29% | 0.34% | 1740 | -1,123 | -12.54% | Q4 2025 | Jan 12, 2026 |
| WORLD EQUITY GROUP, INC. | History | Reduced | 7,829 | 5,362 | 1.5% | 1.33% | 1741 | -956 | -10.88% | Q4 2025 | Jan 12, 2026 |
| Rockwood Wealth Management, LLC | History | Added to | 7,823 | 5,358 | 0.4% | 0.41% | 1742 | +195 | 2.56% | Q4 2025 | Jan 29, 2026 |
| Alpha Advisors, LLC/VA | History | Reduced | 7,807 | 5,348 | 4.12% | 4.01% | 1743 | -165 | -2.07% | Q4 2025 | Feb 12, 2026 |
| GAMMA Investing LLC | History | Added to | 7,796 | 5,339 | 0.27% | 0.28% | 1744 | +311 | 4.15% | Q4 2025 | Jan 05, 2026 |
| Rathbones Group PLC | History | Added to | 7,785 | 5,332 | 0.02% | 0.02% | 1745 | +120 | 1.57% | Q4 2025 | Feb 06, 2026 |
| Opulen Financial Group LLC | History | Added to | 7,777 | 5,326 | 3.88% | 3.58% | 1746 | +724 | 10.27% | Q4 2025 | Feb 10, 2026 |
| LifePlan Investment Advisors, Inc. | History | Added to | 7,739 | 5,300 | 2.16% | 2.08% | 1747 | +330 | 4.45% | Q4 2025 | Feb 09, 2026 |
| Capstone Wealth Management, Inc. | History | New | 7,718 | 5,290 | 4.64% | — | 1748 | +7,718 | New | Q4 2025 | Feb 20, 2026 |
| Aufman Associates Inc | History | Reduced | 7,702 | 5,275 | 2.7% | 2.93% | 1749 | -65 | -0.84% | Q4 2025 | Feb 11, 2026 |
| Plan Group Financial, LLC | History | Reduced | 7,695 | 5,270 | 1.37% | 1.39% | 1750 | -18 | -0.23% | Q4 2025 | Feb 03, 2026 |
| Auxano Advisors, LLC | History | Reduced | 7,691 | 5,267 | 1.04% | 1.1% | 1751 | -71 | -0.91% | Q4 2025 | Feb 06, 2026 |
| CARRET ASSET MANAGEMENT, LLC | History | Added to | 7,659 | 5,246 | 0.5% | 0.48% | 1752 | +301 | 4.09% | Q4 2025 | Feb 17, 2026 |
| Colony Family Offices, LLC | History | Added to | 7,622 | 5,220 | 1.3% | 1.29% | 1753 | +197 | 2.65% | Q4 2025 | Jan 22, 2026 |
| Berkeley, Inc | History | Reduced | 7,613 | 5,214 | 1.66% | 1.86% | 1754 | -1,010 | -11.71% | Q4 2025 | Jan 26, 2026 |
| New Age Alpha Advisors, LLC | History | Reduced | 7,612 | 5,213 | 0.22% | 0.28% | 1755 | -2,509 | -24.79% | Q4 2025 | Feb 09, 2026 |
| Paladin Advisory Group, LLC | History | Added to | 7,604 | 5,208 | 3.8% | 3.78% | 1756 | +359 | 4.96% | Q4 2025 | Jan 21, 2026 |
| Beacon Bank & Trust | History | Reduced | 7,600 | 5,205 | 1.06% | 1.56% | 1757 | -3,240 | -29.89% | Q4 2025 | Feb 17, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | Reduced | 7,573 | 5,186 | 0.84% | 0.87% | 1758 | -304 | -3.86% | Q4 2025 | Jan 28, 2026 |
| UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO | History | Reduced | 7,563 | 5,180 | 0.73% | 0.8% | 1759 | -690 | -8.36% | Q4 2025 | Feb 17, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Added to | 7,559 | 5,177 | 4.63% | 4.63% | 1760 | +48 | 0.64% | Q4 2025 | Jan 29, 2026 |
| NORTHEAST INVESTMENT MANAGEMENT | History | No change | 7,543 | 5,166 | 0.2% | 0.2% | 1761 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 7,517 | 5,148 | 0.49% | 0.44% | 1762 | +2,475 | 49.09% | Q4 2025 | Jan 22, 2026 |
| Raab & Moskowitz Asset Management LLC | History | Reduced | 7,499 | 5,136 | 1.12% | 1.13% | 1763 | -49 | -0.65% | Q4 2025 | Jan 20, 2026 |
| TRIGLAV INVESTMENTS, D.O.O. | History | No change | 7,490 | 5,130 | 0.32% | 0.33% | 1764 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Financial Perspectives, Inc | History | Added to | 7,485 | 5,126 | 1.38% | 1.28% | 1765 | +597 | 8.67% | Q4 2025 | Jan 28, 2026 |
| Franklin, Parlapiano, Turner & Welch, LLC | History | Reduced | 7,364 | 5,115 | 1.27% | 1.37% | 1766 | -745 | -9.19% | Q4 2025 | Jan 22, 2026 |
| Atlas Brown,Inc. | History | Reduced | 7,465 | 5,113 | 1.52% | 1.48% | 1767 | -9 | -0.12% | Q4 2025 | Jan 09, 2026 |
| Trust Co of the South | History | Added to | 7,464 | 5,112 | 0.82% | 0.75% | 1768 | +737 | 10.96% | Q4 2025 | Jan 05, 2026 |
| Hollow Brook Wealth Management LLC | History | Reduced | 7,462 | 5,111 | 1.32% | 1.82% | 1769 | -4,061 | -35.24% | Q4 2025 | Feb 17, 2026 |
| Marietta Wealth Management, LLC | History | Added to | 7,460 | 5,109 | 0.59% | 0.6% | 1770 | +114 | 1.55% | Q4 2025 | Jan 28, 2026 |
| Fortis Group Advisors, LLC | History | Reduced | 7,341 | 5,100 | 0.86% | 0.9% | 1771 | -288 | -3.78% | Q4 2025 | Feb 06, 2026 |
| SilverOak Wealth Management LLC | History | Added to | 7,439 | 5,095 | 0.8% | 0.84% | 1772 | +27 | 0.36% | Q4 2025 | Jan 28, 2026 |
| STEPHEN J. GARRY & ASSOCIATES, LLC | History | Reduced | 7,437 | 5,094 | 4.04% | 4.05% | 1773 | -137 | -1.81% | Q4 2025 | Jan 16, 2026 |
| MOTCO | History | Added to | 7,436 | 5,093 | 0.46% | 0.41% | 1774 | +764 | 11.45% | Q4 2025 | Feb 06, 2026 |
| Marex Group plc | History | No change | 7,432 | 5,090 | 0.03% | 0.04% | 1775 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| BLALOCK WILLIAMS, LLC | History | Added to | 7,406 | 5,072 | 4.06% | 4.22% | 1777 | +207 | 2.88% | Q4 2025 | Feb 02, 2026 |
| Vivaldi Capital Management LP | History | Reduced | 7,406 | 5,072 | 0.69% | 0.72% | 1776 | -156 | -2.06% | Q4 2025 | Feb 13, 2026 |
| CORNERSTONE PARTNERS CAPITAL MANAGEMENT, LLC | History | Added to | 7,395 | 5,065 | 13.97% | 12.8% | 1778 | +789 | 11.94% | Q4 2025 | Jan 22, 2026 |
| PETTYJOHN, WOOD & WHITE, INC | History | Added to | 7,387 | 5,059 | 0.79% | 0.61% | 1779 | +1,882 | 34.19% | Q4 2025 | Feb 11, 2026 |
| Accelerate Investment Advisors LLC | History | Added to | 7,386 | 5,058 | 3.41% | 3.36% | 1780 | +17 | 0.23% | Q4 2025 | Jan 12, 2026 |
| MACROVIEW INVESTMENT MANAGEMENT LLC | History | Added to | 7,378 | 5,053 | 3.45% | 3.64% | 1781 | +90 | 1.23% | Q4 2025 | Feb 05, 2026 |
| Infinity Wealth Counsel, LLC | History | Reduced | 7,375 | 5,051 | 4.6% | 5.05% | 1782 | -407 | -5.23% | Q4 2025 | Jan 15, 2026 |
| Stegner Investment Associates Inc. | History | Reduced | 7,332 | 5,021 | 2.67% | 2.82% | 1783 | -349 | -4.54% | Q4 2025 | Jan 30, 2026 |
| Edgemoor Investment Advisors, Inc. | History | Reduced | 7,330 | 5,020 | 0.39% | 0.49% | 1784 | -2,138 | -22.58% | Q4 2025 | Feb 10, 2026 |
| NorthStar Asset Management LLC /NJ/ | History | Added to | 7,325 | 5,017 | 2.26% | 2.3% | 1785 | +156 | 2.18% | Q4 2025 | Feb 10, 2026 |
| Piedmont Capital Management, LLC/NC | History | New | 7,321 | 5,014 | 3.3% | — | 1786 | +7,321 | New | Q4 2025 | Feb 13, 2026 |
| BEARING POINT CAPITAL, LLC | History | Added to | 7,305 | 5,003 | 0.78% | 0.84% | 1787 | +6 | 0.08% | Q4 2025 | Feb 10, 2026 |
| Winthrop Partners - WNY, LLC | History | New | 7,290 | 4,993 | 2.69% | — | 1788 | +7,290 | New | Q4 2025 | Mar 12, 2026 |
| Three Seasons Wealth, LLC | History | Reduced | 7,291 | 4,993 | 0.48% | 0.53% | 1789 | -731 | -9.11% | Q4 2025 | Jan 15, 2026 |
| Tufton Capital Management | History | Added to | 7,263 | 4,974 | 0.87% | 0.86% | 1790 | +23 | 0.32% | Q4 2025 | Jan 28, 2026 |
| BURLING WEALTH PARTNERS, LLC | History | Added to | 7,259 | 4,972 | 0.77% | 0.37% | 1791 | +3,900 | 116.11% | Q4 2025 | Feb 06, 2026 |
| Independence Bank of Kentucky | History | Reduced | 7,248 | 4,964 | 0.62% | 0.63% | 1792 | -82 | -1.12% | Q4 2025 | Jan 20, 2026 |
| Balefire, LLC | History | Added to | 7,235 | 4,955 | 0.97% | 0.6% | 1793 | +2,766 | 61.89% | Q4 2025 | Jan 12, 2026 |
| Insight Advisors, LLC/ PA | History | Reduced | 7,199 | 4,931 | 0.75% | 0.75% | 1794 | -85 | -1.17% | Q4 2025 | Feb 11, 2026 |
| WEST PACES ADVISORS INC. | History | Reduced | 7,200 | 4,931 | 0.95% | 0.96% | 1795 | -43 | -0.59% | Q4 2025 | Jan 21, 2026 |
| Madison Asset Management, LLC | History | Reduced | 7,178 | 4,916 | 0.06% | 0.05% | 1796 | -8 | -0.11% | Q4 2025 | Feb 04, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | Reduced | 7,173 | 4,912 | 0.31% | 0.33% | 1797 | -172 | -2.34% | Q4 2025 | Jan 21, 2026 |
| HARVEY CAPITAL MANAGEMENT INC | History | Added to | 7,151 | 4,898 | 1.04% | 1.0% | 1798 | +125 | 1.78% | Q4 2025 | Feb 17, 2026 |
| Cornell Pochily Investment Advisors, Inc. | History | Reduced | 7,149 | 4,896 | 1.42% | 1.43% | 1799 | -19 | -0.27% | Q4 2025 | Jan 20, 2026 |
| TFO Wealth Partners, LLC | History | Added to | 7,147 | 4,895 | 0.73% | 0.75% | 1800 | +311 | 4.55% | Q4 2025 | Feb 05, 2026 |
| Measured Wealth Private Client Group, LLC | History | Reduced | 7,119 | 4,875 | 1.29% | 1.46% | 1801 | -988 | -12.19% | Q4 2025 | Feb 10, 2026 |
| Fisher Asset Management, LLC | History | Added to | 7,102 | 4,864 | 0.0% | 0.0% | 1802 | +1,472 | 26.15% | Q4 2025 | Feb 09, 2026 |
| Petersen Hastings Wealth Advisors Inc. | History | New | 7,095 | 4,859 | 0.47% | — | 1803 | +7,095 | New | Q4 2025 | Feb 11, 2026 |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | History | Added to | 7,072 | 4,843 | 2.62% | 2.64% | 1804 | +51 | 0.73% | Q4 2025 | Jan 28, 2026 |
| New England Private Wealth Advisors LLC | History | Reduced | 7,053 | 4,830 | 0.6% | 0.62% | 1805 | -18 | -0.25% | Q4 2025 | Feb 13, 2026 |
| Austin Private Wealth, LLC | History | Added to | 7,050 | 4,828 | 0.36% | 0.26% | 1806 | +1,957 | 38.43% | Q4 2025 | Jan 20, 2026 |
| United Advisor Group, LLC | History | Added to | 7,037 | 4,820 | 0.6% | 0.56% | 1807 | +807 | 12.95% | Q4 2025 | Jan 26, 2026 |
| O'Connor Financial Group LLC | History | Reduced | 6,958 | 4,816 | 1.92% | 1.98% | 1808 | -88 | -1.25% | Q4 2025 | Jan 26, 2026 |
| JTC Employer Solutions Trustee Ltd | History | No change | 7,026 | 4,811 | 0.33% | 0.4% | 1809 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| McNaughton Wealth Management, LLC | History | Added to | 7,018 | 4,806 | 1.98% | 1.96% | 1810 | +81 | 1.17% | Q4 2025 | Jan 12, 2026 |
| FIRST AMERICAN TRUST, FSB | History | Added to | 7,008 | 4,800 | 0.33% | 0.28% | 1811 | +1,177 | 20.19% | Q4 2025 | Feb 11, 2026 |
| LOM Asset Management Ltd | History | Reduced | 6,995 | 4,791 | 1.39% | 1.45% | 1812 | -90 | -1.27% | Q4 2025 | Jan 23, 2026 |
| Meridian Wealth Partners, LLC | History | Reduced | 6,987 | 4,785 | 0.66% | 0.67% | 1813 | -252 | -3.48% | Q4 2025 | Feb 13, 2026 |
| Weaver Consulting Group | History | Reduced | 6,979 | 4,779 | 1.17% | 1.2% | 1814 | -72 | -1.02% | Q4 2025 | Feb 10, 2026 |
| DAVIDSON TRUST CO | History | Reduced | 6,975 | 4,777 | 1.99% | 1.94% | 1815 | -51 | -0.73% | Q4 2025 | Jan 27, 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | Added to | 6,965 | 4,771 | 1.74% | 1.3% | 1816 | +2,438 | 53.85% | Q4 2025 | Feb 12, 2026 |
| McMillan Office, Inc. | History | New | 6,944 | 4,756 | 0.57% | — | 1817 | +6,944 | New | Q4 2025 | Feb 12, 2026 |
| Oxinas Partners, LLC | History | Added to | 6,935 | 4,750 | 2.29% | 1.29% | 1818 | +3,324 | 92.05% | Q4 2025 | Jan 26, 2026 |
| Ellis Investment Partners, LLC | History | Reduced | 6,936 | 4,750 | 0.83% | 0.91% | 1819 | -604 | -8.01% | Q4 2025 | Feb 02, 2026 |
| Headlands Technologies LLC | History | Reduced | 6,932 | 4,748 | 0.4% | 0.91% | 1820 | -10,184 | -59.5% | Q4 2025 | Feb 13, 2026 |
| Eaton Financial Holdings Company, LLC | History | Reduced | 6,933 | 4,748 | 1.28% | 1.42% | 1821 | -605 | -8.03% | Q4 2025 | Feb 09, 2026 |
| SeaBridge Investment Advisors LLC | History | Reduced | 6,931 | 4,747 | 0.78% | 0.76% | 1822 | -45 | -0.65% | Q4 2025 | Jan 26, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 6,927 | 4,744 | 4.05% | 4.13% | 1823 | +24 | 0.35% | Q4 2025 | Jan 26, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Reduced | 6,915 | 4,736 | 0.52% | 0.6% | 1824 | -951 | -12.09% | Q4 2025 | Feb 18, 2026 |
| Stokes Family Office, LLC | History | Reduced | 6,885 | 4,715 | 0.43% | 0.58% | 1825 | -2,261 | -24.72% | Q4 2025 | Feb 18, 2026 |
| Portside Wealth Group, LLC | History | Added to | 6,874 | 4,708 | 0.63% | 0.54% | 1826 | +1,027 | 17.56% | Q4 2025 | Jan 21, 2026 |
| Richard W. Paul & Associates, LLC | History | Added to | 6,847 | 4,690 | 1.56% | 1.53% | 1827 | +162 | 2.42% | Q4 2025 | Feb 12, 2026 |
| PACES FERRY WEALTH ADVISORS, LLC | History | Reduced | 6,839 | 4,684 | 1.9% | 1.92% | 1828 | -72 | -1.04% | Q4 2025 | Feb 11, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | Added to | 6,836 | 4,682 | 0.16% | 0.15% | 1829 | +152 | 2.27% | Q4 2025 | Feb 12, 2026 |
| SOUTH PLAINS FINANCIAL, INC. | History | Added to | 6,816 | 4,668 | 2.78% | 2.75% | 1830 | +237 | 3.6% | Q4 2025 | Feb 13, 2026 |
| First Bank & Trust | History | Added to | 6,809 | 4,663 | 0.76% | 0.71% | 1831 | +546 | 8.72% | Q4 2025 | Jan 12, 2026 |
| OPAL CAPITAL LLC | History | New | 6,688 | 4,662 | 1.16% | — | 1832 | +6,688 | New | Q4 2025 | Feb 17, 2026 |
| Reflection Asset Management | History | New | 6,742 | 4,660 | 3.31% | — | 1833 | +6,742 | New | Q4 2025 | Mar 02, 2026 |
| BNP PARIBAS | History | Added to | 6,759 | 4,629 | 0.13% | 0.11% | 1834 | +1,235 | 22.36% | Q4 2025 | Feb 10, 2026 |
| Sage Capital Advisors,llc | History | Added to | 6,759 | 4,629 | 1.1% | 1.07% | 1835 | +22 | 0.33% | Q4 2025 | Jan 06, 2026 |
| HUB Investment Partners, LLC | History | Reduced | 6,757 | 4,627 | 0.12% | 0.16% | 1836 | -410 | -5.72% | Q4 2025 | Feb 17, 2026 |
| KKM Financial LLC | History | Added to | 6,726 | 4,606 | 0.82% | 0.17% | 1837 | +5,900 | 714.29% | Q4 2025 | Feb 18, 2026 |
| Triune Financial Partners, LLC | History | Reduced | 6,620 | 4,601 | 1.08% | 1.14% | 1839 | -118 | -1.75% | Q4 2025 | Feb 02, 2026 |
| FIRST UNITED BANK & TRUST | History | No change | 6,718 | 4,601 | 1.47% | 1.46% | 1838 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Plum Street Advisors, LLC | History | Reduced | 6,699 | 4,588 | 1.63% | 1.75% | 1840 | -64 | -0.95% | Q4 2025 | Feb 13, 2026 |
| SONATA CAPITAL GROUP INC | History | Added to | 6,697 | 4,587 | 1.66% | 1.64% | 1841 | +75 | 1.13% | Q4 2025 | Jan 26, 2026 |
| Strategies Wealth Advisors, LLC | History | Reduced | 6,691 | 4,582 | 0.46% | 0.48% | 1842 | -161 | -2.35% | Q4 2025 | Feb 13, 2026 |
| Encompass More Asset Management | History | Added to | 6,689 | 4,581 | 0.84% | 0.85% | 1843 | +43 | 0.65% | Q4 2025 | Feb 03, 2026 |
| LINCOLN CAPITAL CORP | History | Reduced | 6,658 | 4,560 | 1.62% | 1.63% | 1844 | -115 | -1.7% | Q4 2025 | Jan 23, 2026 |
| Oakwell Private Wealth Management, LLC | History | Added to | 6,645 | 4,551 | 0.85% | 0.89% | 1845 | +18 | 0.27% | Q4 2025 | Jan 30, 2026 |
| Cooper Financial Group | History | Reduced | 6,638 | 4,546 | 0.48% | 0.55% | 1846 | -847 | -11.32% | Q4 2025 | Jan 08, 2026 |
| Armbruster Capital Management, Inc. | History | Reduced | 6,635 | 4,544 | 0.76% | 1.09% | 1847 | -2,913 | -30.51% | Q4 2025 | Jan 23, 2026 |
| Helium Advisors LLC | History | Reduced | 6,619 | 4,533 | 4.59% | 3.72% | 1848 | -38 | -0.57% | Q4 2025 | Feb 12, 2026 |
| SAGE FINANCIAL GROUP INC | History | Reduced | 6,607 | 4,525 | 0.3% | 0.3% | 1849 | -23 | -0.35% | Q4 2025 | Jan 27, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | New | 6,601 | 4,521 | 0.27% | — | 1850 | +6,601 | New | Q4 2025 | Feb 17, 2026 |
| HOWARD FINANCIAL SERVICES, LTD. | History | Added to | 6,585 | 4,510 | 0.53% | 0.54% | 1851 | +46 | 0.7% | Q4 2025 | Jan 12, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | Reduced | 6,584 | 4,509 | 1.48% | 1.56% | 1852 | -388 | -5.57% | Q4 2025 | Jan 27, 2026 |
| Dentgroup LLC | History | Reduced | 6,580 | 4,506 | 3.09% | 2.85% | 1853 | -20 | -0.3% | Q4 2025 | Jan 28, 2026 |
| BCU Wealth Advisors, LLC | History | Added to | 6,572 | 4,501 | 1.72% | 1.71% | 1854 | +272 | 4.32% | Q4 2025 | Jan 30, 2026 |
| DIVERSIFIED MANAGEMENT INC | History | New | 6,555 | 4,489 | 1.05% | — | 1855 | +6,555 | New | Q4 2025 | Jan 26, 2026 |
| Archer Investment Management, LLC | History | New | 6,550 | 4,486 | 2.41% | — | 1856 | +6,550 | New | Q4 2025 | Jan 12, 2026 |
| BOSTON FAMILY OFFICE LLC | History | Reduced | 6,548 | 4,485 | 0.28% | 0.28% | 1857 | -61 | -0.92% | Q4 2025 | Feb 13, 2026 |
| Corsicana & Co. | History | No change | 6,544 | 4,482 | 2.52% | 2.46% | 1858 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Kestra Investment Management, LLC | History | Reduced | 6,543 | 4,481 | 0.11% | 0.13% | 1859 | -495 | -7.03% | Q4 2025 | Feb 09, 2026 |
| CIM, LLC | History | Added to | 6,503 | 4,454 | 0.58% | 0.51% | 1860 | +719 | 12.43% | Q4 2025 | Feb 18, 2026 |
| SECURITY BENEFIT LIFE INSURANCE CO /KS/ | History | Added to | 6,500 | 4,452 | 1.84% | 1.56% | 1861 | +700 | 12.07% | Q4 2025 | Feb 03, 2026 |
| MAIRS & POWER INC | History | Added to | 6,481 | 4,438 | 0.04% | 0.04% | 1862 | +6,006 | 1264.42% | Q4 2025 | Feb 17, 2026 |
| Investors Research Corp | History | Added to | 6,479 | 4,437 | 0.81% | 0.8% | 1863 | +11 | 0.17% | Q4 2025 | Jan 06, 2026 |
| Straight Path Wealth Management | History | Added to | 6,474 | 4,434 | 1.2% | 1.17% | 1864 | +9 | 0.14% | Q4 2025 | Feb 11, 2026 |
| Intelligent Financial Strategies | History | Reduced | 6,461 | 4,425 | 2.13% | 2.13% | 1865 | -84 | -1.28% | Q4 2025 | Jan 26, 2026 |
| Cassilly Financial Group LLC | History | New | 6,455 | 4,421 | 3.91% | — | 1866 | +6,455 | New | Q4 2025 | Jan 15, 2026 |
| MidWestOne Financial Group, Inc. | History | No change | 6,452 | 4,419 | 0.49% | 0.52% | 1867 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| FLYWHEEL PRIVATE WEALTH LLC | History | Reduced | 6,427 | 4,402 | 2.75% | 3.44% | 1868 | -153 | -2.33% | Q4 2025 | Jan 14, 2026 |
| SBI Okasan Asset Management Co.Ltd. | History | New | 6,361 | 4,394 | 0.24% | — | 1869 | +6,361 | New | Q4 2025 | Feb 10, 2026 |
| CVFG LLC | History | Added to | 6,392 | 4,378 | 3.0% | 2.43% | 1870 | +1,364 | 27.13% | Q4 2025 | Feb 06, 2026 |
| Michels Family Financial, LLC | History | Added to | 6,382 | 4,371 | 3.21% | 3.28% | 1871 | +86 | 1.37% | Q4 2025 | Feb 19, 2026 |
| CURTIS WEALTH MANAGEMENT LLC | History | New | 6,278 | 4,369 | 3.8% | — | 1872 | +6,278 | New | Q4 2025 | Feb 11, 2026 |
| Evensky & Katz LLC | History | Added to | 6,357 | 4,354 | 0.25% | 0.24% | 1873 | +212 | 3.45% | Q4 2025 | Feb 05, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Added to | 6,355 | 4,353 | 0.14% | 0.15% | 1874 | +64 | 1.02% | Q4 2025 | Feb 17, 2026 |
| Oldfather Financial Services, LLC | History | Added to | 6,353 | 4,351 | 1.3% | 1.31% | 1875 | +53 | 0.84% | Q4 2025 | Jan 16, 2026 |
| Koesten, Hirschmann & Crabtree, INC. | History | Reduced | 6,352 | 4,350 | 2.14% | 2.19% | 1876 | -490 | -7.16% | Q4 2025 | Feb 09, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | Added to | 6,330 | 4,335 | 2.87% | 2.76% | 1877 | +318 | 5.29% | Q4 2025 | Feb 11, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | New | 6,328 | 4,334 | 0.03% | — | 1878 | +6,328 | New | Q4 2025 | Feb 17, 2026 |
| ARGENT CAPITAL MANAGEMENT LLC | History | Added to | 6,326 | 4,332 | 0.12% | 0.02% | 1879 | +5,202 | 462.81% | Q4 2025 | Jan 05, 2026 |
| Florida Trust Wealth Management Co | History | Added to | 6,318 | 4,327 | 0.12% | 0.12% | 1880 | +115 | 1.85% | Q4 2025 | Jan 20, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Reduced | 6,317 | 4,326 | 0.39% | 0.44% | 1881 | -38 | -0.6% | Q4 2025 | Jan 30, 2026 |
| HILL ISLAND FINANCIAL LLC | History | Reduced | 6,308 | 4,320 | 1.03% | 1.06% | 1882 | -19 | -0.3% | Q4 2025 | Jan 22, 2026 |
| Fulcrum Capital LLC | History | Reduced | 6,298 | 4,313 | 0.87% | 0.97% | 1883 | -748 | -10.62% | Q4 2025 | Jan 15, 2026 |
| Arlington Trust Co LLC | History | Reduced | 6,296 | 4,312 | 0.44% | 0.86% | 1884 | -874 | -12.19% | Q4 2025 | Jan 30, 2026 |
| Genoa Capital Gestora de Recursos Ltda. | History | New | 6,272 | 4,295 | 1.96% | — | 1885 | +6,272 | New | Q4 2025 | Jan 27, 2026 |
| ROMANO BROTHERS AND COMPANY | History | Added to | 6,264 | 4,290 | 0.49% | 0.48% | 1886 | +32 | 0.51% | Q4 2025 | Jan 14, 2026 |
| American Financial Advisors, LLC | History | Added to | 6,259 | 4,287 | 0.55% | 0.53% | 1887 | +84 | 1.36% | Q4 2025 | Feb 03, 2026 |
| ZWJ INVESTMENT COUNSEL INC | History | Reduced | 6,235 | 4,270 | 0.15% | 0.15% | 1888 | -75 | -1.19% | Q4 2025 | Jan 23, 2026 |
| First County Bank /CT/ | History | Reduced | 6,235 | 4,270 | 2.24% | 2.13% | 1889 | -7 | -0.11% | Q4 2025 | Jan 14, 2026 |
| Kaydan Wealth Management, Inc. | History | Added to | 6,224 | 4,262 | 1.23% | 1.17% | 1890 | +81 | 1.32% | Q4 2025 | Jan 12, 2026 |
| Tudor Financial Inc. | History | Added to | 6,216 | 4,257 | 2.18% | 1.68% | 1891 | +1,479 | 31.22% | Q4 2025 | Feb 13, 2026 |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | History | Reduced | 6,204 | 4,249 | 0.14% | 0.14% | 1892 | -1 | -0.02% | Q4 2025 | Feb 11, 2026 |
| Dunhill Financial, LLC | History | Added to | 6,202 | 4,248 | 1.04% | 0.92% | 1893 | +908 | 17.15% | Q4 2025 | Jan 29, 2026 |
| GW HENSSLER & ASSOCIATES LTD | History | Added to | 6,194 | 4,242 | 0.2% | 0.19% | 1894 | +445 | 7.74% | Q4 2025 | Feb 10, 2026 |
| Bridgewater Advisors Inc. | History | Added to | 6,164 | 4,242 | 0.27% | 0.28% | 1895 | +130 | 2.15% | Q4 2025 | Jan 23, 2026 |
| Forza Wealth Management, LLC | History | Reduced | 6,181 | 4,233 | 1.53% | 1.66% | 1896 | -276 | -4.27% | Q4 2025 | Feb 02, 2026 |
| Wealth Management Nebraska | History | Added to | 6,180 | 4,233 | 0.48% | 0.49% | 1897 | +15 | 0.24% | Q4 2025 | Jan 28, 2026 |
| BCS Private Wealth Management, Inc. | History | Reduced | 6,178 | 4,231 | 1.45% | 1.49% | 1898 | -45 | -0.72% | Q4 2025 | Jan 26, 2026 |
| Retirement Management Systems Inc. | History | New | 6,173 | 4,228 | 1.08% | — | 1899 | +6,173 | New | Q4 2025 | Feb 12, 2026 |
| PUREfi Wealth, LLC | History | Reduced | 6,152 | 4,213 | 3.23% | 3.3% | 1900 | -249 | -3.89% | Q4 2025 | Jan 12, 2026 |
| Arcadia Wealth Management, Inc. | History | Added to | 6,149 | 4,211 | 2.42% | 2.24% | 1902 | +631 | 11.44% | Q4 2025 | Feb 10, 2026 |
| Thrive Wealth Management, LLC | History | Reduced | 6,149 | 4,211 | 0.62% | 0.62% | 1901 | -39 | -0.63% | Q4 2025 | Jan 12, 2026 |
| Clarkston Capital Partners, LLC | History | Added to | 6,145 | 4,209 | 0.1% | 0.09% | 1903 | +95 | 1.57% | Q4 2025 | Feb 13, 2026 |
| Gilliland Jeter Wealth Management LLC | History | Added to | 6,139 | 4,204 | 1.27% | 1.11% | 1904 | +745 | 13.81% | Q4 2025 | Jan 23, 2026 |
| Curat Global, LLC | History | Reduced | 6,127 | 4,196 | 4.66% | 5.73% | 1905 | -3,000 | -32.87% | Q4 2025 | Feb 06, 2026 |
| ERn Financial, LLC | History | Added to | 6,121 | 4,192 | 0.79% | 0.8% | 1906 | +75 | 1.24% | Q4 2025 | Jan 15, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | Added to | 6,113 | 4,187 | 0.04% | 0.0% | 1907 | +5,800 | 1853.04% | Q4 2025 | Feb 03, 2026 |
| HOWARD WEALTH MANAGEMENT, LLC | History | Added to | 6,111 | 4,186 | 1.83% | 1.5% | 1908 | +1,230 | 25.2% | Q4 2025 | Jan 29, 2026 |
| Beverly Hills Private Wealth, LLC | History | Added to | 6,094 | 4,174 | 0.71% | 0.71% | 1909 | +44 | 0.73% | Q4 2025 | Feb 17, 2026 |
| Oakworth Capital, Inc. | History | No change | 6,078 | 4,163 | 0.23% | 0.24% | 1910 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Laurel Wealth Planning LLC | History | Reduced | 6,070 | 4,157 | 2.3% | 2.78% | 1911 | -1,798 | -22.85% | Q4 2025 | Jan 23, 2026 |
| CoreFirst Bank & Trust | History | Reduced | 6,070 | 4,157 | 2.25% | 2.41% | 1912 | -581 | -8.74% | Q4 2025 | Feb 11, 2026 |
| WestHill Financial Advisors, Inc. | History | Reduced | 6,069 | 4,156 | 0.79% | 0.8% | 1913 | -45 | -0.74% | Q4 2025 | Jan 21, 2026 |
| Two West Capital Advisors LLC | History | Added to | 6,053 | 4,146 | 2.41% | 2.4% | 1914 | +208 | 3.56% | Q4 2025 | Jan 13, 2026 |
| Liberty Capital Management, Inc. | History | Reduced | 6,050 | 4,143 | 0.77% | 0.78% | 1915 | -131 | -2.12% | Q4 2025 | Jan 26, 2026 |
| GDS Wealth Management | History | Reduced | 6,039 | 4,136 | 0.26% | 0.27% | 1916 | -32 | -0.53% | Q4 2025 | Feb 02, 2026 |
| INVESTED ADVISORS | History | Added to | 6,036 | 4,134 | 4.28% | 4.35% | 1917 | +995 | 19.74% | Q4 2025 | Jan 26, 2026 |
| Allen Investment Management, LLC | History | New | 6,032 | 4,132 | 0.05% | — | 1918 | +6,032 | New | Q4 2025 | Feb 10, 2026 |
| L.K. Benson & Company, P.C. | History | Reduced | 6,018 | 4,121 | 2.07% | 2.45% | 1919 | -770 | -11.34% | Q4 2025 | Feb 06, 2026 |
| McAlister, Sweet & Associates, Inc. | History | Added to | 6,016 | 4,120 | 3.13% | 2.5% | 1920 | +362 | 6.4% | Q4 2025 | Jan 02, 2026 |
| Raleigh Capital Management Inc. | History | Added to | 6,017 | 4,120 | 1.5% | 1.44% | 1921 | +345 | 6.08% | Q4 2025 | Jan 21, 2026 |
| Torrey-Payne Wealth Management, LLC | History | New | 5,914 | 4,115 | 3.69% | — | 1922 | +5,914 | New | Q4 2025 | Feb 19, 2026 |
| Aaron Wealth Advisors LLC | History | Added to | 6,004 | 4,112 | 0.22% | 0.24% | 1923 | +15 | 0.25% | Q4 2025 | Jan 21, 2026 |
| WEALTHGARDEN F.S. LLC | History | Added to | 5,904 | 4,108 | 2.71% | 2.83% | 1924 | +15 | 0.25% | Q4 2025 | Feb 11, 2026 |
| Maxele Advisors, LLC | History | Reduced | 5,993 | 4,105 | 3.34% | 3.48% | 1925 | -38 | -0.63% | Q4 2025 | Feb 05, 2026 |
| Ruggaard & Associates LLC | History | Reduced | 5,969 | 4,088 | 1.61% | 1.92% | 1926 | -1,707 | -22.24% | Q4 2025 | Feb 20, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 5,959 | 4,081 | 0.33% | 0.33% | 1927 | +312 | 5.53% | Q4 2025 | Feb 12, 2026 |
| Everhart Financial Group, Inc. | History | Added to | 5,957 | 4,080 | 0.38% | 0.4% | 1928 | +10 | 0.17% | Q4 2025 | Jan 07, 2026 |
| Hartford Funds Management Co LLC | History | Added to | 5,946 | 4,073 | 0.33% | 0.02% | 1930 | +5,644 | 1868.87% | Q4 2025 | Feb 06, 2026 |
| DAVIS R M INC | History | Reduced | 5,947 | 4,073 | 0.07% | 0.07% | 1929 | -227 | -3.68% | Q4 2025 | Feb 12, 2026 |
| Fullerton Fund Management Co Ltd. | History | Reduced | 5,934 | 4,064 | 0.18% | 0.17% | 1931 | -484 | -7.54% | Q4 2025 | Feb 17, 2026 |
| Harbour Capital Advisors, LLC | History | Added to | 5,879 | 4,034 | 0.82% | 0.8% | 1932 | +41 | 0.7% | Q4 2025 | Jan 07, 2026 |
| BCS Wealth Management | History | Added to | 5,886 | 4,031 | 0.41% | 0.19% | 1933 | +4,638 | 371.63% | Q4 2025 | Jan 26, 2026 |
| Gemmer Asset Management LLC | History | Added to | 5,883 | 4,029 | 0.31% | 0.31% | 1934 | +115 | 1.99% | Q4 2025 | Jan 23, 2026 |
| Private Wealth Partners, LLC | History | Reduced | 5,881 | 4,028 | 0.29% | 0.41% | 1935 | -2,627 | -30.88% | Q4 2025 | Jan 27, 2026 |
| Schneider Downs Wealth Management Advisors, LP | History | Added to | 5,880 | 4,027 | 0.45% | 0.43% | 1936 | +509 | 9.48% | Q4 2025 | Feb 12, 2026 |
| Eagle Bay Advisors LLC | History | Reduced | 5,878 | 4,025 | 2.94% | 3.55% | 1937 | -874 | -12.94% | Q4 2025 | Jan 23, 2026 |
| ORBA Wealth Advisors, L.L.C. | History | Reduced | 5,876 | 4,024 | 3.49% | 3.46% | 1938 | -400 | -6.37% | Q4 2025 | Feb 05, 2026 |
| FIRST BUSINESS FINANCIAL SERVICES, INC. | History | No change | 5,873 | 4,022 | 0.37% | 0.36% | 1939 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| EQUITABLE TRUST CO | History | Reduced | 5,842 | 4,001 | 0.18% | 0.19% | 1940 | -329 | -5.33% | Q4 2025 | Feb 02, 2026 |
| Legacy Financial Advisors, Inc. | History | Reduced | 5,828 | 3,992 | 0.55% | 0.55% | 1941 | -117 | -1.97% | Q4 2025 | Feb 04, 2026 |
| Leeward Financial Partners, LLC | History | Reduced | 5,809 | 3,978 | 1.12% | 1.12% | 1942 | -71 | -1.21% | Q4 2025 | Feb 09, 2026 |
| Tolleson Wealth Management, Inc. | History | Added to | 5,805 | 3,976 | 0.57% | 0.48% | 1943 | +1,149 | 24.68% | Q4 2025 | Feb 17, 2026 |
| LIFELONG WEALTH ADVISORS, INC. | History | Added to | 5,799 | 3,971 | 1.05% | 1.14% | 1944 | +53 | 0.92% | Q4 2025 | Jan 12, 2026 |
| Paulson Wealth Management Inc. | History | Reduced | 5,797 | 3,970 | 0.92% | 0.95% | 1945 | -230 | -3.82% | Q4 2025 | Feb 05, 2026 |
| Alaethes Wealth, LLC | History | Added to | 5,795 | 3,969 | 1.12% | 1.02% | 1946 | +438 | 8.18% | Q4 2025 | Feb 12, 2026 |
| Old Port Advisors | History | Reduced | 5,791 | 3,966 | 0.97% | 1.29% | 1947 | -1,886 | -24.57% | Q4 2025 | Jan 08, 2026 |
| Asset One Wealth Management LLC | History | New | 5,672 | 3,962 | 0.54% | — | 1948 | +5,672 | New | Q4 2025 | Feb 17, 2026 |
| Alliance Wealth Advisors, LLC /UT | History | Reduced | 5,777 | 3,956 | 0.86% | 1.17% | 1949 | -1,688 | -22.61% | Q4 2025 | Feb 02, 2026 |
| North Berkeley Wealth Management, LLC | History | Added to | 5,764 | 3,947 | 2.33% | 2.72% | 1950 | +620 | 12.05% | Q4 2025 | Feb 10, 2026 |
| Edge Financial Advisors LLC | History | Reduced | 5,758 | 3,943 | 1.66% | 1.81% | 1951 | -264 | -4.38% | Q4 2025 | Jan 28, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | New | 5,755 | 3,941 | 0.52% | — | 1952 | +5,755 | New | Q4 2025 | Feb 04, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 5,721 | 3,918 | 3.1% | — | 1953 | +5,721 | New | Q4 2025 | Feb 11, 2026 |
| Ipswich Investment Management Co., Inc. | History | Reduced | 5,712 | 3,912 | 0.91% | 0.92% | 1954 | -196 | -3.32% | Q4 2025 | Jan 16, 2026 |
| XTX Topco Ltd | History | New | 5,709 | 3,910 | 0.1% | — | 1955 | +5,709 | New | Q4 2025 | Feb 17, 2026 |
| Sculati Wealth Management, LLC | History | Added to | 5,708 | 3,909 | 1.38% | 1.28% | 1956 | +293 | 5.41% | Q4 2025 | Feb 05, 2026 |
| Discipline Wealth Solutions, LLC | History | Reduced | 5,696 | 3,901 | 0.72% | 1.05% | 1957 | -251 | -4.22% | Q4 2025 | Jan 26, 2026 |
| Walleye Trading LLC | History | Reduced | 5,686 | 3,894 | 0.01% | 0.02% | 1958 | -13,914 | -70.99% | Q4 2025 | Feb 13, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | Reduced | 5,672 | 3,885 | 0.31% | 0.32% | 1959 | -94 | -1.63% | Q4 2025 | Feb 06, 2026 |
| B.O.S.S. Retirement Advisors, LLC | History | Reduced | 5,671 | 3,883 | 1.22% | 1.28% | 1960 | -2,346 | -29.26% | Q4 2025 | Feb 02, 2026 |
| Mason & Associates, LLC | History | Reduced | 5,661 | 3,877 | 0.88% | 0.91% | 1961 | -168 | -2.88% | Q4 2025 | Jan 21, 2026 |
| WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | History | Reduced | 5,624 | 3,852 | 0.18% | 0.18% | 1962 | -53 | -0.93% | Q4 2025 | Feb 12, 2026 |
| BLODGETT WEALTH ADVISORS, LLC | History | Added to | 5,622 | 3,850 | 2.69% | 2.45% | 1963 | +300 | 5.64% | Q4 2025 | Jan 29, 2026 |
| IMA Advisory Services, Inc. | History | Added to | 5,617 | 3,847 | 0.37% | 0.01% | 1964 | +5,408 | 2587.56% | Q4 2025 | Feb 11, 2026 |
| Fonville Wealth Management LLC | History | Reduced | 5,610 | 3,842 | 0.79% | 0.89% | 1965 | -272 | -4.62% | Q4 2025 | Jan 23, 2026 |
| Frank, Rimerman Advisors LLC | History | No change | 5,595 | 3,832 | 0.24% | 0.24% | 1966 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| LYELL WEALTH MANAGEMENT, LP | History | Reduced | 5,594 | 3,831 | 0.28% | 0.3% | 1967 | -512 | -8.39% | Q4 2025 | Feb 12, 2026 |
| First Bancorp, Inc /ME/ | History | Reduced | 5,589 | 3,828 | 2.04% | 2.01% | 1968 | -59 | -1.04% | Q4 2025 | Jan 26, 2026 |
| Oxford Wealth Group, LLC | History | New | 5,584 | 3,824 | 1.86% | — | 1969 | +5,584 | New | Q4 2025 | Feb 10, 2026 |
| London & Capital Asset Management Ltd | History | New | 5,567 | 3,812 | 0.04% | — | 1970 | +5,567 | New | Q4 2025 | Feb 17, 2026 |
| Vontobel Holding Ltd. | History | Reduced | 5,555 | 3,804 | 0.01% | 0.01% | 1971 | -300 | -5.12% | Q4 2025 | Feb 13, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Added to | 5,550 | 3,801 | 1.03% | 0.49% | 1972 | +3,787 | 214.8% | Q4 2025 | Feb 09, 2026 |
| Aznar Financial Advisors, LLC | History | New | 5,543 | 3,796 | 3.65% | — | 1973 | +5,543 | New | Q4 2025 | Feb 19, 2026 |
| Biltmore Family Office, LLC | History | Added to | 5,539 | 3,793 | 0.52% | 0.49% | 1974 | +434 | 8.5% | Q4 2025 | Feb 04, 2026 |
| Aspen Investment Management Inc | History | Reduced | 5,527 | 3,786 | 1.14% | 1.5% | 1975 | -273 | -4.71% | Q4 2025 | Feb 06, 2026 |
| Mattern Wealth Management LLC | History | Added to | 5,486 | 3,757 | 0.72% | 0.72% | 1976 | +67 | 1.24% | Q4 2025 | Jan 16, 2026 |
| ARS Investment Partners, LLC | History | No change | 5,480 | 3,753 | 0.22% | 0.24% | 1977 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| FSM Wealth Advisors, LLC | History | Added to | 5,445 | 3,729 | 0.51% | 0.5% | 1978 | +159 | 3.01% | Q4 2025 | Jan 23, 2026 |
| ENCOMPASS WEALTH ADVISORS, LLC | History | Reduced | 5,425 | 3,715 | 1.26% | 1.24% | 1979 | -15 | -0.28% | Q4 2025 | Jan 22, 2026 |
| Elwood & Goetz Wealth Advisory Group, LLC | History | Reduced | 5,423 | 3,714 | 0.65% | 0.71% | 1980 | -77 | -1.4% | Q4 2025 | Jan 21, 2026 |
| One Charles Private Wealth Services, LLC | History | Added to | 5,411 | 3,706 | 0.96% | 0.08% | 1981 | +4,975 | 1141.06% | Q4 2025 | Feb 06, 2026 |
| Polymer Capital Management (HK) LTD | History | Added to | 5,400 | 3,698 | 0.53% | 0.41% | 1982 | +1,000 | 22.73% | Q4 2025 | Feb 13, 2026 |
| DONALDSON CAPITAL MANAGEMENT, LLC | History | Added to | 5,398 | 3,697 | 0.12% | 0.11% | 1983 | +325 | 6.41% | Q4 2025 | Jan 14, 2026 |
| Old North State Trust, LLC | History | New | 5,396 | 3,696 | 2.19% | — | 1984 | +5,396 | New | Q4 2025 | Mar 24, 2026 |
| Berman McAleer LLC | History | Reduced | 5,397 | 3,696 | 0.51% | 0.51% | 1985 | -75 | -1.37% | Q4 2025 | Feb 05, 2026 |
| Vigil Wealth Management, LLC | History | New | 5,396 | 3,695 | 3.07% | — | 1986 | +5,396 | New | Q4 2025 | Feb 10, 2026 |
| Apella Capital, LLC | History | Added to | 5,394 | 3,694 | 0.07% | 0.03% | 1987 | +3,198 | 145.63% | Q4 2025 | Jan 21, 2026 |
| MONTGOMERY INVESTMENT MANAGEMENT INC | History | Added to | 5,384 | 3,687 | 1.33% | 1.26% | 1988 | +13 | 0.24% | Q4 2025 | Jan 16, 2026 |
| PGIM Custom Harvest LLC | History | Added to | 5,383 | 3,686 | 0.05% | 0.05% | 1989 | +163 | 3.12% | Q4 2025 | Feb 17, 2026 |
| Redwood Wealth Management Group, LLC | History | Reduced | 5,376 | 3,682 | 1.54% | 1.59% | 1990 | -216 | -3.86% | Q4 2025 | Feb 03, 2026 |
| Lansing Street Advisors | History | Added to | 5,374 | 3,680 | 0.94% | 0.95% | 1991 | +17 | 0.32% | Q4 2025 | Jan 26, 2026 |
| Stenger Family Office, LLC | History | Reduced | 5,352 | 3,665 | 0.76% | 0.77% | 1992 | -141 | -2.57% | Q4 2025 | Mar 04, 2026 |
| Newport Capital Group, LLC | History | No change | 5,346 | 3,661 | 2.24% | 2.25% | 1993 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| GRANVILLE CAPITAL, INC. | History | New | 5,343 | 3,659 | 1.94% | — | 1994 | +5,343 | New | Q4 2025 | Feb 13, 2026 |
| Goodman Financial Corp | History | Reduced | 5,278 | 3,615 | 0.68% | 0.77% | 1995 | -666 | -11.2% | Q4 2025 | Jan 08, 2026 |
| SCHNIEDERS CAPITAL MANAGEMENT, LLC. | History | Reduced | 5,274 | 3,612 | 0.56% | 0.68% | 1996 | -382 | -6.75% | Q4 2025 | Jan 29, 2026 |
| SPIREPOINT PRIVATE CLIENT, LLC | History | Added to | 5,249 | 3,595 | 0.34% | 0.34% | 1997 | +401 | 8.27% | Q4 2025 | Jan 22, 2026 |
| Global Strategic Investment Solutions, LLC | History | Added to | 5,248 | 3,594 | 0.35% | 0.35% | 1998 | +1 | 0.02% | Q4 2025 | Jan 29, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | No change | 5,245 | 3,592 | 0.01% | 0.01% | 1999 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| BlueSky Wealth Advisors, LLC | History | Added to | 5,234 | 3,584 | 0.47% | 0.46% | 2000 | +82 | 1.59% | Q4 2025 | Jan 26, 2026 |