iSHARES TRUST - IVW
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 43,645,204 | 5,379,707 | 1.6% | 1.58% | 1 | -1,911,542 | -4.2% | Q4 2025 | Feb 10, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 40,710,202 | 5,017,939 | 0.32% | 0.3% | 2 | -625,646 | -1.51% | Q4 2025 | Feb 11, 2026 |
| MORGAN STANLEY | History | Added to | 33,646,152 | 4,147,225 | 0.25% | 0.24% | 3 | +186,391 | 0.56% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Added to | 19,816,481 | 2,442,579 | 0.67% | 0.68% | 4 | +357,495 | 1.84% | Q4 2025 | Feb 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 18,549,886 | 2,286,458 | 0.17% | 0.15% | 5 | +111,755 | 0.61% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 15,021,156 | 1,851,507 | 0.34% | 0.34% | 6 | +80,216 | 0.54% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Reduced | 8,688,281 | 1,070,917 | 0.17% | 0.17% | 7 | -223,001 | -2.5% | Q4 2025 | Jan 29, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 8,505,668 | 1,048,526 | 0.24% | 0.23% | 8 | +77,357 | 0.92% | Q4 2025 | Feb 17, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 6,922,912 | 853,319 | 0.77% | 0.79% | 9 | -235,692 | -3.29% | Q4 2025 | Feb 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 5,430,342 | 669,343 | 0.37% | 0.41% | 10 | -120,485 | -2.17% | Q4 2025 | Feb 06, 2026 |
| CWM, LLC | History | Reduced | 4,775,251 | 588,597 | 1.59% | 1.74% | 11 | -22,753 | -0.47% | Q4 2025 | Jan 26, 2026 |
| Cetera Investment Advisers | History | Added to | 4,509,307 | 555,817 | 0.61% | 0.61% | 12 | +146,739 | 3.36% | Q4 2025 | Feb 17, 2026 |
| BlackRock, Inc. | History | Added to | 4,421,371 | 544,978 | 0.01% | 0.01% | 13 | +55,476 | 1.27% | Q4 2025 | Feb 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 4,354,800 | 536,772 | 0.17% | 0.17% | 14 | +45,738 | 1.06% | Q4 2025 | Feb 18, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 4,274,018 | 526,815 | 0.06% | 0.07% | 15 | -240,010 | -5.32% | Q4 2025 | Mar 25, 2026 |
| M&T BANK CORP | History | Reduced | 4,050,582 | 499,274 | 1.6% | 1.67% | 16 | -65,922 | -1.6% | Q4 2025 | Jan 30, 2026 |
| Lido Advisors, LLC | History | Added to | 3,788,440 | 459,648 | 1.37% | 1.38% | 17 | +148,991 | 4.09% | Q4 2025 | Feb 10, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 3,698,611 | 455,890 | 1.6% | 1.58% | 18 | +147,279 | 4.15% | Q4 2025 | Feb 06, 2026 |
| Mariner, LLC | History | Added to | 3,665,537 | 451,817 | 0.54% | 0.56% | 19 | +61,398 | 1.7% | Q4 2025 | Feb 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 3,645,204 | 449,307 | 1.09% | 1.06% | 20 | +358,496 | 10.91% | Q4 2025 | Feb 13, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 3,631,582 | 447,629 | 3.79% | 3.37% | 21 | +56,513 | 1.58% | Q4 2025 | Jan 05, 2026 |
| ROYAL BANK OF CANADA | History | New | 3,346,092 | 412,287 | 0.07% | — | 22 | +3,346,092 | New | Q4 2025 | Feb 17, 2026 |
| Align Financial, LLC | History | New | 398,993 | 398,993 | 0.23% | — | 23 | +398,993 | New | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 2,995,634 | 369,241 | 0.49% | 0.5% | 24 | -224,920 | -6.98% | Q4 2025 | Feb 12, 2026 |
| FIL Ltd | History | Reduced | 2,950,099 | 363,629 | 0.27% | 0.37% | 25 | -948,242 | -24.32% | Q4 2025 | Feb 17, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 2,849,667 | 351,249 | 0.21% | 0.23% | 26 | +37,722 | 1.34% | Q4 2025 | Feb 17, 2026 |
| REGIONS FINANCIAL CORP | History | New | 2,705,320 | 333,457 | 2.13% | — | 27 | +2,705,320 | New | Q4 2025 | Jan 27, 2026 |
| HB Wealth Management, LLC | History | Reduced | 2,372,059 | 292,380 | 1.89% | 1.97% | 28 | -37,889 | -1.57% | Q4 2025 | Jan 28, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 2,204,622 | 271,742 | 0.62% | 0.62% | 29 | +52,870 | 2.46% | Q4 2025 | Feb 11, 2026 |
| SOFI WEALTH, LLC | History | Added to | 2,104,088 | 259,349 | 12.93% | 12.39% | 30 | +198,832 | 10.44% | Q4 2025 | Jan 30, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 2,038,970 | 251,416 | 0.37% | 0.35% | 31 | -104,950 | -4.9% | Q4 2025 | Feb 17, 2026 |
| HighTower Advisors, LLC | History | Added to | 2,035,586 | 250,906 | 0.27% | 0.27% | 32 | +37,500 | 1.88% | Q4 2025 | Feb 06, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 2,032,167 | 250,484 | 3.28% | 3.31% | 33 | +144,714 | 7.67% | Q4 2025 | Feb 10, 2026 |
| FMR LLC | History | Reduced | 2,030,987 | 250,339 | 0.01% | 0.01% | 34 | -5,964 | -0.29% | Q4 2025 | Feb 17, 2026 |
| Focus Partners Wealth | History | Added to | 1,920,546 | 236,725 | 0.27% | 0.21% | 35 | +859,584 | 81.02% | Q4 2025 | Feb 13, 2026 |
| Bank of New York Mellon Corp | History | Added to | 1,787,267 | 220,298 | 0.04% | 0.04% | 36 | +137,902 | 8.36% | Q4 2025 | Feb 10, 2026 |
| NewEdge Advisors, LLC | History | Added to | 1,749,507 | 215,644 | 0.78% | 0.94% | 37 | +30,557 | 1.78% | Q4 2025 | Feb 18, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 1,697,013 | 209,173 | 0.13% | 0.14% | 38 | +19,074 | 1.14% | Q4 2025 | Feb 10, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 1,450,804 | 178,826 | 1.07% | 1.13% | 39 | -74,983 | -4.91% | Q4 2025 | Feb 09, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 1,385,637 | 171,616 | 0.3% | 0.34% | 40 | -55,755 | -3.87% | Q4 2025 | Feb 05, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 1,352,008 | 166,648 | 0.91% | 0.78% | 41 | -116,016 | -7.9% | Q4 2025 | Jan 29, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 1,340,737 | 165,259 | 0.91% | 1.08% | 42 | -222,025 | -14.21% | Q4 2025 | Feb 12, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 1,269,877 | 156,525 | 1.18% | 1.24% | 43 | -23,551 | -1.82% | Q4 2025 | Feb 12, 2026 |
| JB Capital LLC | History | Added to | 1,255,361 | 154,735 | 6.32% | 6.27% | 44 | +50,798 | 4.22% | Q4 2025 | Jan 20, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 1,169,463 | 144,147 | 0.19% | 0.19% | 45 | +3,702 | 0.32% | Q4 2025 | Feb 02, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 1,121,790 | 138,272 | 0.37% | 0.38% | 46 | -20,968 | -1.83% | Q4 2025 | Feb 05, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 1,114,316 | 138,045 | 7.19% | 7.41% | 47 | -6,667 | -0.59% | Q4 2025 | Mar 04, 2026 |
| MAI Capital Management | History | Added to | 1,113,823 | 137,289 | 0.79% | 0.84% | 48 | +2,229 | 0.2% | Q4 2025 | Feb 13, 2026 |
| Calamos Wealth Management LLC | History | Added to | 1,112,935 | 137,180 | 4.73% | 4.82% | 49 | +5,506 | 0.5% | Q4 2025 | Jan 29, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 1,084,160 | 133,633 | 0.8% | 0.92% | 50 | +18,903 | 1.77% | Q4 2025 | Feb 17, 2026 |
| LVZ, Inc. | History | Reduced | 1,019,830 | 125,704 | 14.05% | 14.09% | 51 | -7,128 | -0.69% | Q4 2025 | Feb 10, 2026 |
| COURIER CAPITAL LLC | History | Reduced | 969,285 | 119,474 | 6.71% | 6.91% | 52 | -29,134 | -2.92% | Q4 2025 | Jan 29, 2026 |
| US BANCORP \DE\ | History | Reduced | 938,839 | 115,721 | 0.14% | 0.13% | 53 | -4,646 | -0.49% | Q4 2025 | Jan 30, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Reduced | 900,143 | 110,951 | 1.68% | 1.81% | 54 | -50,796 | -5.34% | Q4 2025 | Jan 22, 2026 |
| COMERICA BANK | History | Reduced | 896,757 | 110,534 | 0.44% | 0.43% | 55 | -56,018 | -5.88% | Q4 2025 | Jan 29, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 882,286 | 108,750 | 0.17% | 0.17% | 56 | -1,377 | -0.16% | Q4 2025 | Feb 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 836,746 | 103,137 | 0.19% | 0.16% | 57 | +159,509 | 23.55% | Q4 2025 | Mar 16, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 816,194 | 100,604 | 1.83% | 2.05% | 58 | -42,366 | -4.93% | Q4 2025 | Feb 17, 2026 |
| Advocacy Wealth Management, LLC | History | Added to | 784,514 | 96,699 | 4.05% | 3.96% | 59 | +29,575 | 3.92% | Q4 2025 | Feb 11, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 775,929 | 95,640 | 0.39% | 0.38% | 60 | +86,306 | 12.51% | Q4 2025 | Feb 13, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 736,360 | 90,763 | 0.33% | 0.32% | 61 | -25,298 | -3.32% | Q4 2025 | Jan 30, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 728,823 | 89,834 | 0.01% | 0.01% | 62 | -2,387 | -0.33% | Q4 2025 | Feb 17, 2026 |
| AE Wealth Management LLC | History | Added to | 710,568 | 87,584 | 0.5% | 0.53% | 63 | +17,269 | 2.49% | Q4 2025 | Jan 26, 2026 |
| Ascent Group, LLC | History | Added to | 702,139 | 86,545 | 2.96% | 2.96% | 64 | +8,675 | 1.25% | Q4 2025 | Jan 20, 2026 |
| Private Advisor Group, LLC | History | Added to | 686,794 | 84,654 | 0.4% | 0.4% | 65 | +13,990 | 2.08% | Q4 2025 | Feb 17, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 656,924 | 80,972 | 0.94% | 1.0% | 66 | -57,906 | -8.1% | Q4 2025 | Jan 21, 2026 |
| Creative Planning | History | Added to | 653,362 | 80,533 | 0.06% | 0.06% | 67 | +3,158 | 0.49% | Q4 2025 | Feb 17, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 647,461 | 79,806 | 0.25% | 0.26% | 68 | -18,783 | -2.82% | Q4 2025 | Feb 02, 2026 |
| MIDLAND WEALTH ADVISORS, LLC | History | Reduced | 630,178 | 77,675 | 4.04% | 4.39% | 69 | -50,060 | -7.36% | Q4 2025 | Jan 26, 2026 |
| Stegner Investment Associates Inc. | History | Reduced | 619,494 | 76,358 | 40.58% | 41.74% | 70 | -11,049 | -1.75% | Q4 2025 | Jan 30, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 612,653 | 75,802 | 6.7% | 6.85% | 71 | -16,236 | -2.58% | Q4 2025 | Jan 28, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 614,635 | 75,759 | 0.03% | 0.03% | 72 | +60,490 | 10.92% | Q4 2025 | Feb 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 598,634 | 74,505 | 0.1% | 0.11% | 73 | -16,515 | -2.68% | Q4 2025 | Jan 08, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 598,466 | 73,766 | 0.91% | 0.97% | 74 | -20,884 | -3.37% | Q4 2025 | Jan 26, 2026 |
| SilverOak Wealth Management LLC | History | Reduced | 570,356 | 70,302 | 11.02% | 11.84% | 75 | -11,007 | -1.89% | Q4 2025 | Jan 28, 2026 |
| World Investment Advisors | History | Reduced | 530,908 | 65,439 | 1.06% | 1.8% | 76 | -199,082 | -27.27% | Q4 2025 | Mar 12, 2026 |
| USA FINANCIAL FORMULAS | History | Reduced | 524,309 | 64,626 | 11.76% | 11.64% | 77 | -23,153 | -4.23% | Q4 2025 | Jan 14, 2026 |
| Allworth Financial LP | History | New | 523,308 | 64,503 | 0.26% | — | 78 | +523,308 | New | Q4 2025 | Feb 05, 2026 |
| North Star Investment Management Corp. | History | Reduced | 518,496 | 63,909 | 4.01% | 4.02% | 79 | -403 | -0.08% | Q4 2025 | Jan 30, 2026 |
| Cerity Partners LLC | History | Added to | 517,762 | 63,819 | 0.09% | 0.06% | 80 | +230,633 | 80.32% | Q4 2025 | Feb 11, 2026 |
| Atria Investments, Inc | History | Added to | 514,444 | 63,410 | 0.72% | 0.63% | 81 | +57,025 | 12.47% | Q4 2025 | Feb 05, 2026 |
| Waverly Advisors, LLC | History | Added to | 487,802 | 60,126 | 0.49% | 0.56% | 82 | +25,602 | 5.54% | Q4 2025 | Feb 17, 2026 |
| Probity Advisors, Inc. | History | Reduced | 486,359 | 59,948 | 9.6% | 9.81% | 83 | -14,905 | -2.97% | Q4 2025 | Jan 27, 2026 |
| Austin Private Wealth, LLC | History | Added to | 482,689 | 59,496 | 4.42% | 4.38% | 84 | +4,058 | 0.85% | Q4 2025 | Jan 20, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 479,409 | 59,091 | 0.11% | 0.12% | 85 | +1,413 | 0.3% | Q4 2025 | Feb 17, 2026 |
| SCS Capital Management LLC | History | Reduced | 472,402 | 58,228 | 0.62% | 0.66% | 86 | -26,650 | -5.34% | Q4 2025 | Feb 10, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 469,836 | 57,911 | 1.4% | 1.37% | 87 | +6,669 | 1.44% | Q4 2025 | Feb 13, 2026 |
| IFP Advisors, Inc | History | Added to | 468,364 | 57,730 | 1.3% | 1.27% | 88 | +63,352 | 15.64% | Q4 2025 | Feb 06, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 452,635 | 55,791 | 0.64% | 0.65% | 89 | +140,392 | 44.96% | Q4 2025 | Jan 29, 2026 |
| West Wealth Group, LLC | History | Added to | 439,568 | 54,181 | 11.24% | 11.43% | 90 | +18,499 | 4.39% | Q4 2025 | Jan 26, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 434,711 | 53,582 | 0.83% | 0.83% | 91 | +16,531 | 3.95% | Q4 2025 | Feb 12, 2026 |
| Sigma Planning Corp | History | Added to | 433,977 | 53,491 | 1.48% | 1.48% | 92 | +2,811 | 0.65% | Q4 2025 | Jan 30, 2026 |
| Icon Wealth Advisors, LLC | History | Added to | 432,426 | 53,300 | 3.55% | 3.41% | 93 | +16,181 | 3.89% | Q4 2025 | Feb 13, 2026 |
| &PARTNERS | History | Added to | 431,836 | 53,270 | 0.28% | 0.31% | 94 | +30,981 | 7.73% | Q4 2025 | Feb 17, 2026 |
| CHOREO, LLC | History | Reduced | 420,047 | 52,153 | 0.66% | 0.68% | 95 | -11,928 | -2.76% | Q4 2025 | Jan 23, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 417,050 | 51,405 | 0.08% | 0.07% | 96 | +77,974 | 23.0% | Q4 2025 | Feb 18, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 413,008 | 50,907 | 0.58% | 0.57% | 97 | +10,366 | 2.57% | Q4 2025 | Jan 20, 2026 |
| BOKF, NA | History | Added to | 387,565 | 47,771 | 0.73% | 0.58% | 98 | +70,771 | 22.34% | Q4 2025 | Feb 03, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 386,527 | 47,643 | 0.51% | 0.53% | 99 | +93,161 | 31.76% | Q4 2025 | Jan 23, 2026 |
| Connecticut Wealth Management, LLC | History | Reduced | 385,195 | 47,479 | 2.06% | 2.08% | 100 | -3,622 | -0.93% | Q4 2025 | Feb 12, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 381,331 | 47,002 | 0.46% | 0.52% | 101 | -39,668 | -9.42% | Q4 2025 | Feb 13, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 377,677 | 46,552 | 0.95% | 0.73% | 102 | +115,761 | 44.2% | Q4 2025 | Feb 03, 2026 |
| ENCOMPASS WEALTH ADVISORS, LLC | History | Reduced | 373,924 | 46,089 | 15.68% | 15.54% | 103 | -4,162 | -1.1% | Q4 2025 | Jan 22, 2026 |
| MA Private Wealth | History | Reduced | 373,599 | 46,049 | 7.68% | 7.94% | 104 | -17,375 | -4.44% | Q4 2025 | Feb 03, 2026 |
| Arkadios Wealth Advisors | History | Added to | 373,416 | 46,027 | 0.89% | 0.85% | 105 | +81,215 | 27.79% | Q4 2025 | Feb 13, 2026 |
| Clearstead Advisors, LLC | History | Added to | 369,226 | 45,510 | 0.57% | 0.58% | 106 | +2,606 | 0.71% | Q4 2025 | Feb 09, 2026 |
| Lee Financial Co | History | Reduced | 361,351 | 44,540 | 6.01% | 5.49% | 107 | -1,302 | -0.36% | Q4 2025 | Jan 22, 2026 |
| FINANCIAL LIFE ADVISORS | History | Reduced | 355,656 | 43,838 | 13.52% | 14.38% | 108 | -15,231 | -4.11% | Q4 2025 | Jan 30, 2026 |
| Sharkey, Howes & Javer | History | Added to | 352,604 | 43,461 | 5.52% | 5.08% | 109 | +25,127 | 7.67% | Q4 2025 | Jan 13, 2026 |
| Calydon Capital | History | Added to | 352,301 | 43,424 | 7.32% | 6.78% | 110 | +303 | 0.09% | Q4 2025 | Feb 17, 2026 |
| TSG Advice Partners, LLC | History | New | 350,318 | 43,180 | 6.59% | — | 111 | +350,318 | New | Q4 2025 | Feb 17, 2026 |
| 1834 INVESTMENT ADVISORS CO | History | Reduced | 349,945 | 43,134 | 5.41% | 5.36% | 112 | -11,988 | -3.31% | Q4 2025 | Jan 29, 2026 |
| Corient Private Wealth LLC | History | Added to | 339,288 | 41,818 | 0.06% | 0.06% | 113 | +35,153 | 11.56% | Q4 2025 | Mar 09, 2026 |
| CGC Financial Services, LLC | History | Added to | 338,328 | 41,702 | 11.16% | 11.18% | 114 | +2,473 | 0.74% | Q4 2025 | Feb 03, 2026 |
| Foundation Wealth Management, LLC | History | Reduced | 336,363 | 41,500 | 27.31% | 27.3% | 115 | -17,460 | -4.93% | Q4 2025 | Jan 27, 2026 |
| Busey Bank | History | Reduced | 334,971 | 41,288 | 1.09% | 1.13% | 116 | -1,819 | -0.54% | Q4 2025 | Jan 27, 2026 |
| LMG Wealth Partners, LLC | History | Added to | 334,947 | 41,285 | 7.7% | 7.5% | 117 | +783 | 0.23% | Q4 2025 | Feb 02, 2026 |
| Dynasty Wealth Management, LLC | History | Added to | 334,681 | 41,252 | 0.41% | 0.51% | 118 | +19,012 | 6.02% | Q4 2025 | Feb 10, 2026 |
| CITIGROUP INC | History | Reduced | 326,843 | 40,286 | 0.02% | 0.02% | 119 | -16,530 | -4.81% | Q4 2025 | Feb 13, 2026 |
| Praetorian Wealth Management, Inc. | History | Reduced | 317,746 | 39,165 | 7.78% | 7.91% | 120 | -1,548 | -0.48% | Q4 2025 | Jan 14, 2026 |
| Pathstone Holdings, LLC | History | New | 317,643 | 39,152 | 0.15% | — | 121 | +317,643 | New | Q4 2025 | Feb 13, 2026 |
| GREENLEAF TRUST | History | Reduced | 316,812 | 39,050 | 0.36% | 0.37% | 122 | -21,989 | -6.49% | Q4 2025 | Jan 21, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 316,781 | 39,046 | 0.29% | 0.27% | 123 | +27,929 | 9.67% | Q4 2025 | Feb 12, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 309,896 | 38,197 | 0.69% | 0.67% | 124 | +26,818 | 9.47% | Q4 2025 | Jan 07, 2026 |
| AMARILLO NATIONAL BANK | History | Reduced | 305,248 | 37,624 | 6.61% | 6.56% | 125 | -4,072 | -1.32% | Q4 2025 | Jan 28, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 302,659 | 37,305 | 0.26% | 0.25% | 126 | +53,968 | 21.7% | Q4 2025 | Feb 18, 2026 |
| AlphaCore Capital LLC | History | Added to | 299,535 | 36,920 | 0.82% | 0.2% | 127 | +251,375 | 521.96% | Q4 2025 | Feb 05, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 292,800 | 36,090 | 0.05% | 0.16% | 128 | -601,131 | -67.25% | Q4 2025 | Feb 17, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Reduced | 291,360 | 35,912 | 3.45% | 3.45% | 129 | -6,365 | -2.14% | Q4 2025 | Feb 23, 2026 |
| Powell Investment Advisors, LLC | History | Reduced | 289,940 | 35,737 | 12.3% | 12.25% | 130 | -430 | -0.15% | Q4 2025 | Feb 09, 2026 |
| Sterling Investment Counsel, LLC | History | Reduced | 289,892 | 35,732 | 10.24% | 11.39% | 131 | -4,332 | -1.47% | Q4 2025 | Jan 27, 2026 |
| Blue Edge Capital, LLC | History | Added to | 285,618 | 35,205 | 4.71% | 4.63% | 132 | +15,820 | 5.86% | Q4 2025 | Feb 12, 2026 |
| Stone House Investment Management, LLC | History | Added to | 281,643 | 34,715 | 5.39% | 5.69% | 133 | +1,747 | 0.62% | Q4 2025 | Jan 21, 2026 |
| SteelPeak Wealth, LLC | History | Reduced | 280,519 | 34,576 | 1.13% | 1.14% | 134 | -2,904 | -1.02% | Q4 2025 | Jan 20, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 275,962 | 34,015 | 0.59% | 0.56% | 135 | +15,234 | 5.84% | Q4 2025 | Jan 22, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Added to | 275,934 | 34,011 | 0.71% | 3.39% | 136 | +112,287 | 68.62% | Q4 2025 | Feb 17, 2026 |
| Equitable Holdings, Inc. | History | Added to | 275,616 | 33,972 | 0.23% | 0.19% | 137 | +59,034 | 27.26% | Q4 2025 | Feb 17, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 275,610 | 33,971 | 0.02% | 0.01% | 138 | +152,101 | 123.15% | Q4 2025 | Feb 17, 2026 |
| Silicon Valley Capital Partners | History | Reduced | 273,529 | 33,715 | 3.07% | 3.13% | 139 | -1,164 | -0.42% | Q4 2025 | Feb 13, 2026 |
| BOK Financial Private Wealth, Inc. | History | Reduced | 273,079 | 33,659 | 2.06% | 2.35% | 140 | -36,598 | -11.82% | Q4 2025 | Feb 06, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 315,588 | 33,508 | 0.81% | 0.7% | 141 | +12,527 | 4.13% | Q4 2025 | Feb 11, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 270,105 | 33,293 | 3.16% | 3.28% | 142 | +59,230 | 28.09% | Q4 2025 | Jan 22, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 269,722 | 33,245 | 1.26% | 1.25% | 143 | +960 | 0.36% | Q4 2025 | Feb 17, 2026 |
| BARINGS LLC | History | Reduced | 269,017 | 33,159 | 0.61% | 0.85% | 144 | -102,192 | -27.53% | Q4 2025 | Feb 12, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 266,979 | 32,907 | 1.2% | 1.47% | 145 | +7,840 | 3.03% | Q4 2025 | Feb 09, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Reduced | 265,974 | 32,783 | 0.62% | 0.66% | 146 | -8,326 | -3.04% | Q4 2025 | Feb 10, 2026 |
| Wilmington Savings Fund Society, FSB | History | Added to | 263,650 | 32,497 | 0.76% | 0.76% | 147 | +3,433 | 1.32% | Q4 2025 | Feb 12, 2026 |
| ShoreHaven Wealth Partners, LLC | History | Added to | 262,906 | 32,405 | 11.64% | 11.39% | 148 | +7,515 | 2.94% | Q4 2025 | Feb 10, 2026 |
| EWA, LLC | History | Added to | 262,719 | 32,382 | 7.91% | 8.59% | 149 | +5,765 | 2.24% | Q4 2025 | Feb 03, 2026 |
| Global Retirement Partners, LLC | History | Added to | 261,939 | 32,286 | 0.57% | 0.69% | 150 | +8,170 | 3.22% | Q4 2025 | Feb 06, 2026 |
| FIRST MERCHANTS CORP | History | Reduced | 261,291 | 32,206 | 1.19% | 1.21% | 151 | -4,813 | -1.81% | Q4 2025 | Jan 12, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 261,113 | 32,184 | 0.1% | 0.05% | 152 | +111,395 | 74.4% | Q4 2025 | Feb 13, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Added to | 259,780 | 32,007 | 4.13% | 4.38% | 153 | +2,143 | 0.83% | Q4 2025 | Feb 04, 2026 |
| Meridian Wealth Partners, LLC | History | Added to | 259,483 | 31,983 | 4.41% | 4.29% | 154 | +1,447 | 0.56% | Q4 2025 | Feb 13, 2026 |
| Stokes Family Office, LLC | History | Added to | 257,225 | 31,705 | 2.9% | 2.87% | 155 | +6,542 | 2.61% | Q4 2025 | Feb 18, 2026 |
| Pettinga Financial Advisors LLC | History | Added to | 255,909 | 31,543 | 5.98% | 6.0% | 156 | +1,063 | 0.42% | Q4 2025 | Feb 12, 2026 |
| Horst & Graben Wealth Management LLC | History | Added to | 252,079 | 31,096 | 4.69% | 4.59% | 157 | +3,240 | 1.3% | Q4 2025 | Jan 27, 2026 |
| FIRST HAWAIIAN BANK | History | Reduced | 251,360 | 30,982 | 4.12% | 4.09% | 158 | -12,568 | -4.76% | Q4 2025 | Jan 05, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 250,540 | 30,881 | 0.38% | 0.38% | 159 | +7,147 | 2.94% | Q4 2025 | Jan 29, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 249,433 | 30,745 | 0.04% | 0.04% | 160 | -3,666 | -1.45% | Q4 2025 | Feb 10, 2026 |
| Alvarez & Marsal Private Wealth Partners, LLC | History | New | 247,312 | 30,483 | 5.86% | — | 161 | +247,312 | New | Q4 2025 | Feb 13, 2026 |
| KWMG, LLC | History | Reduced | 244,067 | 30,083 | 2.59% | 2.6% | 162 | -2,078 | -0.84% | Q4 2025 | Jan 16, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Reduced | 242,530 | 29,894 | 3.27% | 3.45% | 163 | -8,693 | -3.46% | Q4 2025 | Feb 18, 2026 |
| EQ LLC | History | Added to | 240,931 | 29,697 | 8.56% | 6.51% | 164 | +81,998 | 51.59% | Q4 2025 | Feb 10, 2026 |
| ADG Wealth Management Group, LLC | History | Reduced | 240,414 | 29,633 | 22.45% | 23.14% | 165 | -750 | -0.31% | Q4 2025 | Jan 15, 2026 |
| High Falls Advisors, Inc | History | Added to | 239,321 | 29,498 | 5.98% | 5.93% | 166 | +582 | 0.24% | Q4 2025 | Feb 18, 2026 |
| Security Financial Services, INC. | History | Added to | 238,864 | 29,442 | 4.62% | 4.61% | 167 | +2,864 | 1.21% | Q4 2025 | Jan 27, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 237,679 | 29,296 | 0.0% | 0.0% | 168 | -14,560 | -5.77% | Q4 2025 | Feb 13, 2026 |
| Brookstone Capital Management | History | Added to | 237,167 | 29,233 | 0.33% | 0.32% | 169 | +12,778 | 5.69% | Q4 2025 | Jan 15, 2026 |
| Merit Financial Group, LLC | History | Added to | 236,719 | 29,177 | 0.23% | 0.26% | 170 | +1,634 | 0.7% | Q4 2025 | Jan 26, 2026 |
| Detalus Advisors, LLC | History | Added to | 236,333 | 29,130 | 7.1% | 7.09% | 171 | +9,613 | 4.24% | Q4 2025 | Feb 03, 2026 |
| Csenge Advisory Group | History | Reduced | 234,534 | 28,908 | 1.31% | 1.41% | 172 | -9,679 | -3.96% | Q4 2025 | Feb 06, 2026 |
| WEALTH ALLIANCE, LLC | History | Added to | 231,800 | 28,571 | 2.8% | 2.68% | 173 | +15,844 | 7.34% | Q4 2025 | Feb 13, 2026 |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | History | Reduced | 230,268 | 28,382 | 7.47% | 8.09% | 174 | -925 | -0.4% | Q4 2025 | Feb 13, 2026 |
| Quantinno Capital Management LP | History | Added to | 229,680 | 28,310 | 0.06% | 0.05% | 175 | +76,636 | 50.07% | Q4 2025 | Feb 17, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 229,265 | 28,259 | 0.6% | 0.67% | 176 | -15,771 | -6.44% | Q4 2025 | Feb 05, 2026 |
| Vise Technologies, Inc. | History | Added to | 226,958 | 27,974 | 0.55% | 0.64% | 177 | +84,997 | 59.87% | Q4 2025 | Feb 11, 2026 |
| TBH Global Asset Management, LLC | History | Added to | 42,741 | 27,714 | 4.62% | 0.07% | 178 | +39,962 | 1438.0% | Q4 2025 | Jan 29, 2026 |
| Capital Analysts, LLC | History | Reduced | 224,000 | 27,610 | 0.84% | 0.94% | 179 | -42,579 | -15.97% | Q4 2025 | Feb 11, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 221,659 | 27,321 | 0.05% | 0.05% | 180 | -9,497 | -4.11% | Q4 2025 | Feb 12, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 221,638 | 27,319 | 0.85% | 0.87% | 181 | -1,206 | -0.54% | Q4 2025 | Jan 06, 2026 |
| Saiph Capital, LLC | History | Added to | 219,647 | 27,073 | 9.73% | 9.48% | 182 | +1,452 | 0.67% | Q4 2025 | Feb 12, 2026 |
| Western Wealth Management, LLC | History | Reduced | 216,870 | 26,731 | 1.23% | 1.4% | 183 | -2,779 | -1.27% | Q4 2025 | Feb 05, 2026 |
| One Wealth Advisors, LLC | History | Added to | 216,660 | 26,705 | 3.26% | 3.19% | 184 | +6,063 | 2.88% | Q4 2025 | Feb 02, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 216,347 | 26,666 | 0.36% | 0.34% | 185 | +12,952 | 6.37% | Q4 2025 | Jan 30, 2026 |
| PINKERTON WEALTH, LLC | History | Added to | 215,108 | 26,514 | 2.72% | 2.68% | 186 | +8,870 | 4.3% | Q4 2025 | Feb 06, 2026 |
| Per Stirling Capital Management, LLC. | History | Reduced | 212,673 | 26,214 | 2.94% | 3.1% | 187 | -1,787 | -0.83% | Q4 2025 | Feb 17, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 207,200 | 25,539 | 1.94% | 1.98% | 188 | +3,584 | 1.76% | Q4 2025 | Jan 09, 2026 |
| PAX Financial Group, LLC | History | Added to | 206,828 | 25,493 | 4.4% | 4.1% | 189 | +18,476 | 9.81% | Q4 2025 | Feb 05, 2026 |
| Spire Wealth Management | History | Added to | 205,458 | 25,324 | 0.85% | 0.82% | 190 | +4,881 | 2.43% | Q4 2025 | Jan 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 205,433 | 25,321 | 0.0% | 0.0% | 191 | -79,444 | -27.89% | Q4 2025 | Feb 17, 2026 |
| Arax Advisory Partners | History | New | 203,450 | 25,077 | 0.73% | — | 192 | +203,450 | New | Q4 2025 | Feb 13, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 203,219 | 25,048 | 0.76% | 0.79% | 193 | -11,150 | -5.2% | Q4 2025 | Feb 11, 2026 |
| GHP Investment Advisors, Inc. | History | Reduced | 199,648 | 24,608 | 1.01% | 1.03% | 194 | -4,200 | -2.06% | Q4 2025 | Jan 27, 2026 |
| Callan Family Office, LLC | History | Added to | 198,679 | 24,489 | 0.53% | 0.75% | 195 | +4,846 | 2.5% | Q4 2025 | Feb 12, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 197,737 | 24,373 | 3.39% | 3.26% | 196 | +7,969 | 4.2% | Q4 2025 | Jan 29, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 195,978 | 24,156 | 0.59% | 0.57% | 197 | +12,407 | 6.76% | Q4 2025 | Jan 29, 2026 |
| SWMG, LLC | History | Added to | 199,018 | 24,124 | 6.7% | 6.41% | 198 | +24,532 | 14.06% | Q4 2025 | Feb 10, 2026 |
| MCMORGAN & CO LLC | History | Reduced | 194,294 | 23,948 | 3.97% | 3.64% | 199 | -1,660 | -0.85% | Q4 2025 | Feb 11, 2026 |
| Scissortail Wealth Management, LLC | History | Added to | 192,614 | 23,741 | 5.41% | 5.03% | 200 | +1,430 | 0.75% | Q4 2025 | Jan 29, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 190,861 | 23,525 | 0.28% | 0.28% | 201 | -66,022 | -25.7% | Q4 2025 | Feb 13, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 189,930 | 23,410 | 0.13% | 0.19% | 203 | -64,550 | -25.37% | Q4 2025 | Feb 03, 2026 |
| StoneX Group Inc. | History | Reduced | 189,895 | 23,410 | 1.02% | 1.15% | 202 | -29,301 | -13.37% | Q4 2025 | Feb 12, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 188,983 | 23,294 | 0.26% | 0.26% | 204 | +621 | 0.33% | Q4 2025 | Feb 06, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | Added to | 188,910 | 23,284 | 17.38% | 18.3% | 205 | +2,550 | 1.37% | Q4 2025 | Feb 10, 2026 |
| Guidance Point Advisors, LLC | History | Reduced | 188,093 | 23,191 | 5.38% | 5.59% | 206 | -3,944 | -2.05% | Q4 2025 | Feb 11, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Added to | 187,759 | 23,143 | 0.19% | 0.18% | 207 | +9,830 | 5.52% | Q4 2025 | Feb 13, 2026 |
| Avantax Planning Partners, Inc. | History | Reduced | 186,086 | 22,936 | 0.64% | 0.66% | 208 | -4,063 | -2.14% | Q4 2025 | Feb 05, 2026 |
| Keystone Financial Services | History | Reduced | 185,107 | 22,816 | 6.89% | 6.99% | 209 | -1,847 | -0.99% | Q4 2025 | Feb 12, 2026 |
| Trek Financial, LLC | History | Added to | 184,669 | 22,762 | 1.32% | 1.27% | 210 | +8,321 | 4.72% | Q4 2025 | Feb 04, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 184,580 | 22,751 | 0.02% | 0.02% | 211 | -2,276 | -1.22% | Q4 2025 | Feb 13, 2026 |
| hemming& Wealth Management, Inc. | History | New | 183,577 | 22,627 | 15.49% | — | 212 | +183,577 | New | Q4 2025 | Mar 03, 2026 |
| Kelly Financial Services LLC | History | Added to | 182,870 | 22,540 | 5.65% | 5.62% | 213 | +3,075 | 1.71% | Q4 2025 | Jan 13, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 181,864 | 22,416 | 1.5% | 1.56% | 214 | -5,091 | -2.72% | Q4 2025 | Feb 20, 2026 |
| INSTRUMENTAL WEALTH, LLC | History | Added to | 184,715 | 22,293 | 13.37% | 12.85% | 215 | +37,417 | 25.4% | Q4 2025 | Feb 27, 2026 |
| UMB Bank, n.a. | History | Added to | 178,683 | 22,024 | 0.29% | 0.32% | 216 | +1,238 | 0.7% | Q4 2025 | Feb 13, 2026 |
| FAS Wealth Partners, Inc. | History | Reduced | 178,395 | 21,988 | 1.42% | 1.47% | 217 | -1,913 | -1.06% | Q4 2025 | Feb 18, 2026 |
| Adaptive Financial Consulting, LLC | History | Added to | 175,652 | 21,650 | 8.42% | 8.32% | 218 | +3,266 | 1.89% | Q4 2025 | Feb 11, 2026 |
| CFS Investment Advisory Services, LLC | History | Added to | 172,520 | 21,264 | 1.55% | 1.54% | 219 | +2,864 | 1.69% | Q4 2025 | Feb 10, 2026 |
| Ifrah Financial Services, Inc. | History | Reduced | 171,601 | 21,151 | 5.43% | 5.55% | 220 | -5,668 | -3.2% | Q4 2025 | Jan 22, 2026 |
| Cresset Asset Management, LLC | History | Added to | 169,772 | 20,926 | 0.09% | 0.09% | 221 | +1,582 | 0.94% | Q4 2025 | Feb 17, 2026 |
| Coastline Complete Wealth LLC | History | New | 168,513 | 20,770 | 13.08% | — | 222 | +168,513 | New | Q4 2025 | Feb 24, 2026 |
| May Hill Capital, LLC | History | Added to | 167,346 | 20,627 | 2.7% | 2.56% | 223 | +94,945 | 131.14% | Q4 2025 | Feb 05, 2026 |
| Focus Financial Network, Inc. | History | Added to | 164,633 | 20,292 | 0.71% | 0.71% | 224 | +269 | 0.16% | Q4 2025 | Jan 12, 2026 |
| EP Wealth Advisors, LLC | History | New | 164,192 | 20,238 | 0.11% | — | 225 | +164,192 | New | Q4 2025 | Feb 18, 2026 |
| ONE Advisory Partners, LLC | History | Added to | 163,907 | 20,203 | 6.09% | 6.02% | 226 | +1,316 | 0.81% | Q4 2025 | Jan 12, 2026 |
| Elevated Financial Group LLC | History | New | 163,044 | 20,096 | 6.95% | — | 227 | +163,044 | New | Q4 2025 | Jan 29, 2026 |
| PATTON ALBERTSON MILLER GROUP, LLC | History | Added to | 161,575 | 19,915 | 2.34% | 2.23% | 228 | +8,324 | 5.43% | Q4 2025 | Feb 03, 2026 |
| Gallagher Capital Advisors, LLC | History | Reduced | 160,301 | 19,758 | 12.77% | 12.12% | 229 | -7,999 | -4.75% | Q4 2025 | Feb 12, 2026 |
| TCP Asset Management, LLC | History | Added to | 159,531 | 19,663 | 3.31% | 3.32% | 230 | +5,239 | 3.4% | Q4 2025 | Jan 07, 2026 |
| BARRETT & COMPANY, INC. | History | Added to | 157,645 | 19,431 | 6.48% | 6.39% | 231 | +3,187 | 2.06% | Q4 2025 | Jan 28, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Reduced | 157,579 | 19,423 | 0.4% | 0.34% | 232 | -1,536 | -0.97% | Q4 2025 | Feb 05, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | Added to | 156,219 | 19,255 | 2.22% | 1.79% | 233 | +39,224 | 33.53% | Q4 2025 | Feb 17, 2026 |
| TABR Capital Management, LLC | History | New | 156,114 | 19,242 | 12.84% | — | 234 | +156,114 | New | Q4 2025 | Jan 28, 2026 |
| Capital Advisors, Ltd. LLC | History | Reduced | 155,942 | 19,221 | 2.17% | 2.13% | 235 | -126 | -0.08% | Q4 2025 | Jan 21, 2026 |
| Acropolis Investment Management, LLC | History | Reduced | 155,930 | 19,219 | 0.86% | 0.89% | 236 | -2,567 | -1.62% | Q4 2025 | Jan 14, 2026 |
| DT Investment Partners, LLC | History | No change | 155,923 | 19,219 | 1.59% | 1.59% | 237 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Regal Investment Advisors LLC | History | Added to | 155,694 | 19,190 | 1.15% | 1.04% | 238 | +23,425 | 17.71% | Q4 2025 | Feb 17, 2026 |
| Kilter Group LLC | History | Added to | 155,447 | 19,160 | 8.46% | 8.26% | 239 | +10,433 | 7.19% | Q4 2025 | Feb 13, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 155,378 | 19,151 | 0.49% | 0.47% | 240 | +13,679 | 9.65% | Q4 2025 | Feb 17, 2026 |
| SHERMAN PORFOLIOS, LLC | History | Added to | 155,206 | 19,130 | 1.3% | 4.49% | 241 | +51,098 | 49.08% | Q4 2025 | Feb 17, 2026 |
| Prosperity Consulting Group, LLC | History | Added to | 153,501 | 18,920 | 0.85% | 0.91% | 242 | +495 | 0.32% | Q4 2025 | Feb 17, 2026 |
| Advisory Services Network, LLC | History | Added to | 152,127 | 18,751 | 0.27% | 0.25% | 243 | +11,224 | 7.97% | Q4 2025 | Feb 17, 2026 |
| Trust Point Inc. | History | No change | 151,750 | 18,704 | 1.48% | 1.48% | 244 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Ironwood Financial, llc | History | Reduced | 148,474 | 18,572 | 3.15% | 3.47% | 245 | -13,809 | -8.51% | Q4 2025 | Jan 15, 2026 |
| Independent Solutions Wealth Management, LLC | History | Reduced | 149,877 | 18,473 | 3.39% | 3.76% | 246 | -25,653 | -14.61% | Q4 2025 | Feb 05, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 149,238 | 18,395 | 0.05% | 0.05% | 247 | +7,118 | 5.01% | Q4 2025 | Feb 17, 2026 |
| Legacy Financial Group LLC | History | Added to | 151,264 | 18,163 | 2.24% | 2.37% | 248 | +1,251 | 0.83% | Q4 2025 | Feb 05, 2026 |
| WealthShield Partners, LLC | History | Added to | 147,211 | 18,145 | 2.0% | 1.98% | 249 | +2,921 | 2.02% | Q4 2025 | Feb 03, 2026 |
| Rodgers & Associates, LTD | History | Reduced | 147,069 | 18,127 | 1.84% | 1.87% | 250 | -3,249 | -2.16% | Q4 2025 | Jan 22, 2026 |
| Sterling Financial Planning, Inc. | History | Reduced | 145,862 | 17,978 | 5.42% | 5.64% | 251 | -2,237 | -1.51% | Q4 2025 | Jan 27, 2026 |
| Rothschild Wealth LLC | History | Added to | 145,691 | 17,957 | 1.73% | 3.51% | 252 | +12,228 | 9.16% | Q4 2025 | Feb 17, 2026 |
| Blue Trust, Inc. | History | Reduced | 144,409 | 17,799 | 0.2% | 0.21% | 253 | -8,153 | -5.34% | Q4 2025 | Jan 16, 2026 |
| McNaughton Wealth Management, LLC | History | Added to | 143,368 | 17,671 | 7.28% | 7.23% | 254 | +1,340 | 0.94% | Q4 2025 | Jan 12, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 142,000 | 17,630 | 0.02% | 0.02% | 255 | +7,410 | 5.51% | Q4 2025 | Feb 13, 2026 |
| Royal Fund Management, LLC | History | Added to | 142,985 | 17,627 | 1.6% | 1.17% | 256 | +61,906 | 76.35% | Q4 2025 | Jan 15, 2026 |
| Lansing Street Advisors | History | Added to | 142,692 | 17,588 | 4.49% | 4.32% | 257 | +7,845 | 5.82% | Q4 2025 | Jan 26, 2026 |
| M1 Capital Management LLC | History | Reduced | 142,095 | 17,514 | 7.31% | 7.55% | 258 | -2,792 | -1.93% | Q4 2025 | Feb 13, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 141,651 | 17,459 | 0.61% | 0.63% | 259 | -1,420 | -0.99% | Q4 2025 | Jan 13, 2026 |
| Cypress Wealth Services, LLC | History | Added to | 141,462 | 17,436 | 2.41% | 2.65% | 260 | +7,606 | 5.68% | Q4 2025 | Jan 14, 2026 |
| ASSETMARK, INC | History | Added to | 140,650 | 17,336 | 0.04% | 0.03% | 261 | +7,147 | 5.35% | Q4 2025 | Jan 23, 2026 |
| Carbahal Olsen Financial Services Group, LLC | History | Reduced | 140,367 | 17,301 | 13.28% | 13.77% | 262 | -1,836 | -1.29% | Q4 2025 | Feb 02, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 138,702 | 17,096 | 0.96% | 1.04% | 263 | -8,683 | -5.89% | Q4 2025 | Jan 14, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 136,512 | 16,826 | 1.1% | 1.12% | 264 | +195 | 0.14% | Q4 2025 | Jan 23, 2026 |
| Mutual Advisors, LLC | History | Reduced | 136,417 | 16,814 | 0.36% | 0.37% | 265 | -2,575 | -1.85% | Q4 2025 | Feb 02, 2026 |
| Carl P. Sherr & Co., LLC | History | Reduced | 130,478 | 16,164 | 7.21% | 7.93% | 266 | -8,144 | -5.87% | Q4 2025 | Feb 09, 2026 |
| Argent Trust Co | History | Added to | 130,223 | 16,051 | 0.55% | 0.54% | 267 | +3,401 | 2.68% | Q4 2025 | Feb 10, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | New | 128,691 | 15,862 | 0.11% | — | 268 | +128,691 | New | Q4 2025 | Feb 17, 2026 |
| Savant Capital, LLC | History | Reduced | 128,483 | 15,836 | 0.09% | 0.11% | 269 | -21,681 | -14.44% | Q4 2025 | Feb 10, 2026 |
| Planned Solutions, Inc. | History | Added to | 127,788 | 15,751 | 5.05% | 4.68% | 270 | +15,103 | 13.4% | Q4 2025 | Jan 28, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | Added to | 127,392 | 15,702 | 0.97% | 0.95% | 271 | +4,255 | 3.46% | Q4 2025 | Feb 12, 2026 |
| American Wealth Advisors, LLC | History | Reduced | 126,973 | 15,650 | 15.37% | 15.31% | 272 | -1,248 | -0.97% | Q4 2025 | Jan 26, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 125,127 | 15,624 | 0.73% | 0.03% | 273 | +120,781 | 2779.13% | Q4 2025 | Feb 03, 2026 |
| Invst, LLC | History | Reduced | 125,381 | 15,454 | 1.68% | 1.88% | 274 | -11,801 | -8.6% | Q4 2025 | Feb 11, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 124,983 | 15,405 | 0.0% | 0.0% | 275 | +26,797 | 27.29% | Q4 2025 | Feb 17, 2026 |
| BROWN ADVISORY INC | History | Added to | 123,934 | 15,276 | 0.02% | 0.02% | 276 | +3,541 | 2.94% | Q4 2025 | Feb 13, 2026 |
| Sovran Advisors, LLC | History | Added to | 122,792 | 15,204 | 1.29% | 1.35% | 277 | +397 | 0.32% | Q4 2025 | Jan 20, 2026 |
| Perkins Coie Trust Co | History | Reduced | 122,556 | 15,106 | 2.81% | 2.81% | 278 | -1,153 | -0.93% | Q4 2025 | Jan 12, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 120,763 | 14,885 | 0.01% | 0.0% | 279 | +57,700 | 91.5% | Q4 2025 | Feb 10, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Added to | 119,788 | 14,765 | 0.19% | 0.19% | 280 | +703 | 0.59% | Q4 2025 | Feb 10, 2026 |
| Mayflower Financial Advisors, LLC | History | Added to | 119,499 | 14,729 | 1.78% | 1.78% | 281 | +1,971 | 1.68% | Q4 2025 | Jan 13, 2026 |
| BANK HAPOALIM BM | History | No change | 119,500 | 14,727 | 1.28% | 1.77% | 282 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| W ADVISORS, LLC | History | Added to | 118,827 | 14,646 | 7.37% | 7.55% | 283 | +109 | 0.09% | Q4 2025 | Feb 13, 2026 |
| Willis Johnson & Associates, Inc. | History | Reduced | 118,247 | 14,575 | 0.9% | 0.92% | 284 | -4,524 | -3.68% | Q4 2025 | Jan 22, 2026 |
| Blue Zone Wealth Advisors, LLC | History | Added to | 117,523 | 14,485 | 2.77% | 2.75% | 285 | +3,222 | 2.82% | Q4 2025 | Jan 21, 2026 |
| UNITED BANK | History | No change | 117,429 | 14,474 | 1.91% | 1.69% | 286 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Arvest Bank Trust Division | History | Added to | 117,225 | 14,449 | 0.78% | 0.07% | 287 | +106,902 | 1035.57% | Q4 2025 | Feb 09, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | Added to | 116,754 | 14,391 | 1.13% | 1.23% | 288 | +2,524 | 2.21% | Q4 2025 | Jan 28, 2026 |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | History | Reduced | 115,822 | 14,276 | 0.93% | 0.97% | 289 | -284 | -0.24% | Q4 2025 | Feb 05, 2026 |
| Composition Wealth, LLC | History | Reduced | 115,586 | 14,247 | 0.2% | 0.21% | 290 | -801 | -0.69% | Q4 2025 | Feb 02, 2026 |
| FineMark National Bank & Trust | History | Added to | 115,463 | 14,231 | 0.44% | 0.37% | 291 | +22,070 | 23.63% | Q4 2025 | Feb 12, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Reduced | 115,390 | 14,222 | 0.39% | 0.4% | 292 | -119 | -0.1% | Q4 2025 | Feb 03, 2026 |
| Keebeck Wealth Management | History | Added to | 114,708 | 14,138 | 1.63% | 1.61% | 293 | +1,763 | 1.56% | Q4 2025 | Feb 17, 2026 |
| Midwest Financial Group LLC | History | Added to | 113,758 | 14,021 | 6.19% | 6.53% | 294 | +214 | 0.19% | Q4 2025 | Jan 20, 2026 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | History | Reduced | 113,208 | 13,954 | 3.14% | 3.24% | 295 | -942 | -0.83% | Q4 2025 | Jan 12, 2026 |
| CX Institutional | History | Added to | 112,863 | 13,911 | 0.41% | 0.4% | 296 | +3,312 | 3.02% | Q4 2025 | Feb 02, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 112,578 | 13,876 | 3.63% | 3.51% | 297 | +5,064 | 4.71% | Q4 2025 | Feb 02, 2026 |
| Centerpoint Advisors, LLC | History | Reduced | 112,008 | 13,806 | 4.25% | 4.29% | 298 | -2,496 | -2.18% | Q4 2025 | Feb 13, 2026 |
| Signature Wealth Management Partners, LLC | History | Added to | 111,954 | 13,799 | 6.82% | 6.57% | 299 | +8,022 | 7.72% | Q4 2025 | Feb 02, 2026 |
| Traynor Capital Management, Inc. | History | Added to | 111,813 | 13,782 | 0.74% | 0.75% | 300 | +3,007 | 2.76% | Q4 2025 | Jan 12, 2026 |
| TRUE Private Wealth Advisors | History | Added to | 111,204 | 13,707 | 1.37% | 1.33% | 301 | +3,431 | 3.18% | Q4 2025 | Feb 13, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 109,758 | 13,519 | 1.1% | 1.1% | 302 | +4,141 | 3.92% | Q4 2025 | Jan 23, 2026 |
| YHB Investment Advisors, Inc. | History | Added to | 108,263 | 13,344 | 0.92% | 0.95% | 303 | +113 | 0.1% | Q4 2025 | Jan 16, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 107,166 | 13,209 | 0.11% | 0.18% | 304 | -171,050 | -61.48% | Q4 2025 | Feb 13, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 107,103 | 13,202 | 0.1% | — | 305 | +107,103 | New | Q4 2025 | Feb 18, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Reduced | 106,824 | 13,167 | 0.43% | 0.44% | 306 | -729 | -0.68% | Q4 2025 | Feb 13, 2026 |
| NICOLET BANKSHARES INC | History | Reduced | 106,070 | 13,074 | 2.1% | 2.09% | 307 | -1,515 | -1.41% | Q4 2025 | Feb 09, 2026 |
| Apella Capital, LLC | History | Reduced | 105,220 | 12,969 | 0.26% | 0.28% | 308 | -1,322 | -1.24% | Q4 2025 | Jan 21, 2026 |
| CLARK FINANCIAL SERVICES GROUP INC /BD | History | Reduced | 104,741 | 12,965 | 6.9% | 6.99% | 309 | -4,280 | -3.93% | Q4 2025 | Jan 06, 2026 |
| EHRLICH FINANCIAL GROUP | History | Added to | 104,870 | 12,926 | 7.36% | 7.07% | 310 | +6,133 | 6.21% | Q4 2025 | Jan 06, 2026 |
| WCG Wealth Advisors LLC | History | Reduced | 104,589 | 12,892 | 0.36% | 0.9% | 311 | -14,339 | -12.06% | Q4 2025 | Feb 10, 2026 |
| Ancora Advisors LLC | History | Added to | 104,171 | 12,840 | 0.26% | 0.23% | 312 | +9,200 | 9.69% | Q4 2025 | Feb 17, 2026 |
| PACIFIC FINANCIAL GROUP INC | History | Added to | 102,978 | 12,692 | 7.05% | 8.5% | 313 | +7,897 | 8.31% | Q4 2025 | Feb 17, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 102,847 | 12,676 | 0.23% | 0.25% | 314 | -649 | -0.63% | Q4 2025 | Jan 16, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 100,798 | 12,424 | 0.07% | 0.05% | 315 | +33,927 | 50.73% | Q4 2025 | Feb 11, 2026 |
| HANCOCK WHITNEY CORP | History | Added to | 100,319 | 12,365 | 0.22% | 0.21% | 316 | +3,057 | 3.14% | Q4 2025 | Feb 17, 2026 |
| Pallas Capital Advisors LLC | History | Reduced | 99,445 | 12,257 | 0.4% | 0.44% | 317 | -363 | -0.36% | Q4 2025 | Jan 14, 2026 |
| Forthright Family Wealth Advisory LLC | History | Added to | 99,072 | 12,211 | 7.67% | 7.22% | 318 | +1,740 | 1.79% | Q4 2025 | Feb 23, 2026 |
| Horizon Family Wealth, Inc. | History | Reduced | 99,016 | 12,204 | 6.5% | 7.05% | 319 | -2,565 | -2.53% | Q4 2025 | Feb 09, 2026 |
| Financial Perspectives, Inc | History | Added to | 98,702 | 12,166 | 3.28% | 3.19% | 320 | +3,398 | 3.57% | Q4 2025 | Jan 28, 2026 |
| First Financial Bank - Trust Division | History | Added to | 98,310 | 12,117 | 1.0% | 1.01% | 321 | +495 | 0.51% | Q4 2025 | Jan 02, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Reduced | 97,573 | 12,026 | 0.2% | 0.21% | 322 | -2,048 | -2.06% | Q4 2025 | Jan 28, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 95,398 | 11,759 | 0.23% | 0.23% | 323 | -895 | -0.93% | Q4 2025 | Feb 12, 2026 |
| Howard Capital Management Inc. | History | Reduced | 95,279 | 11,744 | 0.15% | 0.16% | 324 | -2,111 | -2.17% | Q4 2025 | Jan 23, 2026 |
| Quadrant Private Wealth Management, LLC | History | Added to | 94,451 | 11,642 | 1.91% | 1.92% | 325 | +7,552 | 8.69% | Q4 2025 | Jan 26, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 93,896 | 11,573 | 0.03% | 0.03% | 326 | -165 | -0.18% | Q4 2025 | Feb 11, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 93,746 | 11,555 | 0.28% | 0.29% | 327 | -2,288 | -2.38% | Q4 2025 | Jan 28, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 93,574 | 11,533 | 0.23% | 0.25% | 328 | +2,841 | 3.13% | Q4 2025 | Feb 09, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | Added to | 93,303 | 11,500 | 0.66% | 0.64% | 329 | +29,354 | 45.9% | Q4 2025 | Feb 09, 2026 |
| Wescott Financial Advisory Group, LLC | History | Added to | 93,077 | 11,472 | 1.0% | 0.95% | 330 | +5,409 | 6.17% | Q4 2025 | Feb 12, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 92,711 | 11,427 | 0.16% | 0.13% | 331 | +1,513 | 1.66% | Q4 2025 | Feb 02, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 91,581 | 11,288 | 0.15% | 0.14% | 332 | +5,673 | 6.6% | Q4 2025 | Feb 09, 2026 |
| BKM Wealth Management, LLC | History | Reduced | 91,520 | 11,280 | 4.12% | 4.23% | 333 | -3,447 | -3.63% | Q4 2025 | Jan 29, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 91,431 | 11,269 | 9.77% | — | 334 | +91,431 | New | Q4 2025 | Feb 10, 2026 |
| Parallel Advisors, LLC | History | Reduced | 91,180 | 11,238 | 0.21% | 0.21% | 335 | -3,173 | -3.36% | Q4 2025 | Feb 11, 2026 |
| TSA Wealth Managment LLC | History | Reduced | 91,162 | 11,236 | 3.72% | 3.83% | 336 | -1,970 | -2.12% | Q4 2025 | Jan 22, 2026 |
| Avid Wealth Partners LLC | History | Reduced | 90,134 | 11,109 | 5.43% | 7.28% | 337 | -31,142 | -25.68% | Q4 2025 | Feb 13, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 89,658 | 11,051 | 0.13% | 0.13% | 338 | +2,415 | 2.77% | Q4 2025 | Jan 21, 2026 |
| Broadview Financial Management, LLC | History | Reduced | 88,953 | 10,964 | 7.34% | 7.25% | 339 | -55 | -0.06% | Q4 2025 | Feb 13, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 88,825 | 10,948 | 0.41% | 0.77% | 340 | -8,714 | -8.93% | Q4 2025 | Feb 04, 2026 |
| ASSOCIATED BANC-CORP | History | Reduced | 88,264 | 10,879 | 0.28% | 0.31% | 341 | -8,174 | -8.48% | Q4 2025 | Feb 06, 2026 |
| Net Worth Advisory Group | History | Added to | 88,025 | 10,849 | 2.19% | 0.35% | 342 | +78,076 | 784.76% | Q4 2025 | Jan 14, 2026 |
| North Berkeley Wealth Management, LLC | History | Reduced | 87,819 | 10,824 | 6.38% | 8.72% | 343 | -3,745 | -4.09% | Q4 2025 | Feb 10, 2026 |
| IFG Advisory, LLC | History | Reduced | 87,670 | 10,806 | 0.47% | 0.49% | 344 | -770 | -0.87% | Q4 2025 | Feb 10, 2026 |
| PEOPLES BANK /OH | History | Reduced | 87,282 | 10,758 | 6.67% | 6.57% | 345 | -1,355 | -1.53% | Q4 2025 | Jan 29, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 87,141 | 10,741 | 0.02% | 0.02% | 346 | +8,197 | 10.38% | Q4 2025 | Feb 12, 2026 |
| Lee-Kelleher Wealth Management | History | Reduced | 86,836 | 10,703 | 6.39% | 6.99% | 347 | -7,209 | -7.67% | Q4 2025 | Jan 14, 2026 |
| Wellspring Financial Advisors, LLC | History | Reduced | 86,513 | 10,666 | 0.84% | 0.97% | 348 | -1,085 | -1.24% | Q4 2025 | Feb 11, 2026 |
| Investment Advisory Group, LLC | History | Added to | 85,923 | 10,590 | 2.72% | 2.72% | 349 | +2,964 | 3.57% | Q4 2025 | Jan 23, 2026 |
| EPG Wealth Management LLC | History | Added to | 85,749 | 10,569 | 2.84% | 2.84% | 350 | +328 | 0.38% | Q4 2025 | Jan 28, 2026 |
| ELEMENT POINTE ADVISORS, LLC | History | No change | 85,699 | 10,563 | 2.04% | 2.2% | 351 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 83,950 | 10,347 | 0.01% | 0.02% | 352 | -157,450 | -65.22% | Q4 2025 | Mar 20, 2026 |
| SigFig Wealth Management, LLC | History | Added to | 82,850 | 10,212 | 0.3% | 0.3% | 353 | +2,015 | 2.49% | Q4 2025 | Jan 16, 2026 |
| Tilson Financial Group, Inc. | History | Reduced | 81,773 | 10,079 | 3.1% | 3.28% | 354 | -934 | -1.13% | Q4 2025 | Feb 05, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 81,596 | 10,057 | 0.2% | 0.2% | 355 | +2,598 | 3.29% | Q4 2025 | Feb 06, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 81,112 | 9,997 | 0.06% | 0.07% | 356 | -3,530 | -4.17% | Q4 2025 | Jan 29, 2026 |
| NOVARE CAPITAL MANAGEMENT LLC | History | Reduced | 80,746 | 9,952 | 0.75% | 0.77% | 357 | -2,695 | -3.23% | Q4 2025 | Feb 05, 2026 |
| MidFirst Bank | History | New | 80,482 | 9,920 | 0.79% | — | 359 | +80,482 | New | Q4 2025 | Feb 25, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Added to | 80,482 | 9,920 | 0.31% | 0.31% | 358 | +1,044 | 1.31% | Q4 2025 | Jan 30, 2026 |
| Alpine Bank Wealth Management | History | No change | 80,475 | 9,919 | 1.4% | 1.37% | 360 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| CONNING INC. | History | Added to | 80,100 | 9,873 | 0.33% | 0.3% | 361 | +5,330 | 7.13% | Q4 2025 | Feb 05, 2026 |
| Canal Capital Management, LLC | History | Added to | 80,063 | 9,868 | 1.4% | 0.07% | 362 | +75,969 | 1855.62% | Q4 2025 | Jan 06, 2026 |
| Hobbs Wealth Management, LLC | History | Reduced | 79,968 | 9,856 | 9.6% | 8.19% | 363 | -906 | -1.12% | Q4 2025 | Jan 29, 2026 |
| Asset Management One Co., Ltd. | History | Reduced | 79,000 | 9,825 | 0.03% | 0.04% | 364 | -31,500 | -28.51% | Q4 2025 | Jan 27, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 79,687 | 9,822 | 0.22% | 0.24% | 365 | -2,489 | -3.03% | Q4 2025 | Jan 27, 2026 |
| Gen-Wealth Partners Inc | History | Added to | 78,703 | 9,700 | 3.11% | 2.92% | 366 | +7,107 | 9.93% | Q4 2025 | Feb 13, 2026 |
| Polaris Investment Advisors, LLC | History | New | 78,314 | 9,653 | 6.98% | — | 367 | +78,314 | New | Q4 2025 | Jan 15, 2026 |
| Koss-Olinger Consulting, LLC | History | Reduced | 77,560 | 9,560 | 0.74% | 1.07% | 368 | -40,645 | -34.39% | Q4 2025 | Feb 10, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 77,525 | 9,555 | 0.0% | 0.0% | 369 | +1,189 | 1.56% | Q4 2025 | Feb 11, 2026 |
| Apeiron RIA LLC | History | Reduced | 76,838 | 9,548 | 1.94% | 2.96% | 370 | -32,060 | -29.44% | Q4 2025 | Feb 03, 2026 |
| GC Wealth Management RIA, LLC | History | Reduced | 77,176 | 9,512 | 0.35% | 0.32% | 371 | -2,400 | -3.02% | Q4 2025 | Jan 30, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 77,068 | 9,499 | 0.43% | 0.46% | 372 | -3,245 | -4.04% | Q4 2025 | Feb 13, 2026 |
| VestGen Advisors, LLC | History | Reduced | 76,972 | 9,487 | 0.4% | 0.67% | 373 | -90,524 | -54.05% | Q4 2025 | Feb 17, 2026 |
| ARVEST INVESTMENTS, INC. | History | New | 76,955 | 9,485 | 1.33% | — | 374 | +76,955 | New | Q4 2025 | Jan 20, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Added to | 77,369 | 9,481 | 2.76% | 2.67% | 375 | +12,688 | 19.62% | Q4 2025 | Feb 10, 2026 |
| Maia Wealth LLC | History | Reduced | 79,182 | 9,461 | 1.61% | 1.95% | 376 | -13,826 | -14.87% | Q4 2025 | Feb 17, 2026 |
| Daviman Financial, LLC | History | New | 76,654 | 9,448 | 5.54% | — | 377 | +76,654 | New | Q4 2025 | Feb 06, 2026 |
| Cosner Financial Group, LLC | History | Added to | 75,574 | 9,315 | 4.75% | 9.22% | 378 | +4,005 | 5.6% | Q4 2025 | Jan 30, 2026 |
| SAPIENT CAPITAL LLC | History | Added to | 74,405 | 9,238 | 0.13% | 0.12% | 379 | +7,866 | 11.82% | Q4 2025 | Feb 05, 2026 |
| True Vision MN LLC | History | Added to | 74,866 | 9,227 | 4.69% | 4.7% | 380 | +111 | 0.15% | Q4 2025 | Jan 14, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 74,788 | 9,218 | 0.12% | 0.63% | 381 | -198,593 | -72.64% | Q4 2025 | Feb 06, 2026 |
| LiftPoint Family Wealth Advisors LLC | History | New | 74,348 | 9,164 | 7.82% | — | 382 | +74,348 | New | Q4 2025 | Feb 13, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | Reduced | 74,034 | 9,125 | 0.65% | 0.78% | 383 | -22,644 | -23.42% | Q4 2025 | Jan 14, 2026 |
| Three Seasons Wealth, LLC | History | Added to | 73,998 | 9,120 | 0.87% | 0.1% | 384 | +65,991 | 824.17% | Q4 2025 | Jan 15, 2026 |
| Ellis Investment Partners, LLC | History | Reduced | 73,950 | 9,115 | 1.59% | 1.61% | 385 | -82 | -0.11% | Q4 2025 | Feb 02, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 73,940 | 9,113 | 0.42% | 0.4% | 386 | +2,919 | 4.11% | Q4 2025 | Feb 17, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | Added to | 72,595 | 8,948 | 2.22% | 2.16% | 387 | +2,900 | 4.16% | Q4 2025 | Jan 27, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Added to | 72,507 | 8,937 | 2.56% | 2.64% | 388 | +1,669 | 2.36% | Q4 2025 | Feb 11, 2026 |
| Retirement Planning Group, LLC | History | Reduced | 71,675 | 8,834 | 0.29% | 0.31% | 389 | -2,887 | -3.87% | Q4 2025 | Feb 03, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 71,616 | 8,827 | 0.41% | 0.4% | 390 | +3,728 | 5.49% | Q4 2025 | Feb 13, 2026 |
| PKS Advisory Services, LLC | History | Reduced | 71,394 | 8,800 | 2.01% | 1.87% | 391 | -2,813 | -3.79% | Q4 2025 | Feb 02, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 71,205 | 8,776 | 1.02% | 0.24% | 392 | +59,682 | 517.94% | Q4 2025 | Feb 13, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 71,000 | 8,751 | 0.0% | 0.0% | 393 | -23,743 | -25.06% | Q4 2025 | Feb 12, 2026 |
| CROBAN | History | Added to | 70,984 | 8,749 | 4.22% | 3.37% | 394 | +29,031 | 69.2% | Q4 2025 | Feb 13, 2026 |
| Summit Investment Advisory Services, LLC | History | Reduced | 69,830 | 8,607 | 3.25% | 3.37% | 395 | -263 | -0.38% | Q4 2025 | Feb 04, 2026 |
| SONATA CAPITAL GROUP INC | History | Reduced | 69,403 | 8,554 | 3.09% | 3.2% | 396 | -2,367 | -3.3% | Q4 2025 | Jan 26, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 68,884 | 8,490 | 0.38% | 0.4% | 397 | -10,013 | -12.69% | Q4 2025 | Feb 17, 2026 |
| Soltis Investment Advisors LLC | History | Reduced | 68,872 | 8,489 | 0.56% | 0.57% | 398 | -4 | -0.01% | Q4 2025 | Apr 02, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | Reduced | 68,600 | 8,461 | 1.34% | 1.39% | 399 | -925 | -1.33% | Q4 2025 | Jan 08, 2026 |
| Spectrum Planning & Advisory Services Inc. | History | Added to | 67,919 | 8,371 | 4.31% | 4.27% | 400 | +5,289 | 8.44% | Q4 2025 | Feb 10, 2026 |
| Avestar Capital, LLC | History | Reduced | 67,847 | 8,362 | 0.54% | 0.56% | 401 | -2,390 | -3.4% | Q4 2025 | Feb 10, 2026 |
| Charter Oak Capital Management, LLC | History | Reduced | 67,459 | 8,314 | 0.63% | 0.66% | 402 | -2,399 | -3.43% | Q4 2025 | Jan 23, 2026 |
| CAPITAL ADVISORS INC/OK | History | Reduced | 66,898 | 8,245 | 0.13% | 0.14% | 403 | -4,249 | -5.97% | Q4 2025 | Jan 15, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 66,800 | 8,233 | 0.0% | 0.0% | 404 | -27,099 | -28.86% | Q4 2025 | Feb 17, 2026 |
| Higgins & Schmidt Wealth Strategies LLC | History | Reduced | 66,771 | 8,230 | 3.9% | 4.28% | 405 | -3,493 | -4.97% | Q4 2025 | Jan 29, 2026 |
| WealthPLAN Partners, LLC | History | Added to | 66,096 | 8,146 | 1.22% | 1.17% | 406 | +1,636 | 2.54% | Q4 2025 | Feb 12, 2026 |
| Simplicity Wealth,LLC | History | Added to | 66,076 | 8,144 | 0.49% | 0.41% | 407 | +6,959 | 11.77% | Q4 2025 | Jan 30, 2026 |
| ATLANTIC FAMILY WEALTH, LLC | History | Added to | 66,001 | 8,135 | 6.14% | 5.99% | 408 | +1,770 | 2.76% | Q4 2025 | Feb 12, 2026 |
| Portfolio Resources Advisor Group, Inc. | History | New | 65,976 | 8,132 | 8.13% | — | 409 | +65,976 | New | Q4 2025 | Feb 13, 2026 |
| BETO FINANCIAL GROUP, LLC | History | New | 65,366 | 8,123 | 5.48% | — | 410 | +65,366 | New | Q4 2025 | Feb 10, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 65,885 | 8,121 | 0.21% | 0.25% | 411 | -1,487 | -2.21% | Q4 2025 | Feb 02, 2026 |
| CORE WEALTH ADVISORS, LLC | History | New | 65,412 | 8,062 | 6.35% | — | 412 | +65,412 | New | Q4 2025 | Feb 10, 2026 |
| Next Capital Management LLC | History | Added to | 65,367 | 8,057 | 2.58% | 2.04% | 413 | +14,819 | 29.32% | Q4 2025 | Feb 11, 2026 |
| SGL Investment Advisors, Inc. | History | Added to | 67,717 | 8,008 | 3.2% | 3.04% | 414 | +9,451 | 16.22% | Q4 2025 | Feb 06, 2026 |
| AlTi Global, Inc. | History | Reduced | 64,942 | 8,004 | 0.17% | 0.18% | 415 | -101 | -0.16% | Q4 2025 | Feb 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 64,586 | 7,960 | 0.19% | 0.24% | 416 | -8,021 | -11.05% | Q4 2025 | Feb 17, 2026 |
| ONE WEALTH CAPITAL MANAGEMENT, LLC | History | Added to | 64,585 | 7,960 | 3.39% | 3.48% | 417 | +242 | 0.38% | Q4 2025 | Feb 18, 2026 |
| Bleakley Financial Group, LLC | History | Reduced | 64,561 | 7,957 | 0.14% | 0.18% | 418 | -150 | -0.23% | Q4 2025 | Feb 09, 2026 |
| NorthRock Partners, LLC | History | Added to | 64,154 | 7,907 | 0.13% | 0.13% | 419 | +3,793 | 6.28% | Q4 2025 | Feb 17, 2026 |
| CURTIS WEALTH MANAGEMENT LLC | History | New | 63,032 | 7,835 | 6.82% | — | 420 | +63,032 | New | Q4 2025 | Feb 11, 2026 |
| Frontier Asset Management, LLC | History | Reduced | 62,662 | 7,723 | 1.79% | 1.9% | 421 | -500 | -0.79% | Q4 2025 | Feb 04, 2026 |
| Private Wealth Advisors, LLC | History | Reduced | 62,589 | 7,714 | 2.46% | 2.56% | 422 | -396 | -0.63% | Q4 2025 | Feb 06, 2026 |
| LIFELONG WEALTH ADVISORS, INC. | History | Added to | 62,168 | 7,662 | 2.03% | 2.07% | 423 | +4,490 | 7.78% | Q4 2025 | Jan 12, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 62,155 | 7,661 | 0.54% | 0.6% | 424 | -741 | -1.18% | Q4 2025 | Jan 21, 2026 |
| GLENMEDE TRUST CO NA | History | New | 62,029 | 7,645 | 0.04% | — | 425 | +62,029 | New | Q4 2025 | Feb 17, 2026 |
| Sterling Group Wealth Management, LLC | History | Reduced | 62,013 | 7,643 | 3.7% | 3.89% | 426 | -3,109 | -4.77% | Q4 2025 | Jan 27, 2026 |
| Embree Financial Group | History | Added to | 61,699 | 7,605 | 0.93% | 0.62% | 427 | +23,416 | 61.17% | Q4 2025 | Jan 14, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 61,496 | 7,580 | 0.27% | 0.29% | 428 | -961 | -1.54% | Q4 2025 | Jan 27, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 61,114 | 7,573 | 0.24% | 0.25% | 429 | +664 | 1.1% | Q4 2025 | Jan 23, 2026 |
| Gryphon Financial Partners LLC | History | Reduced | 61,324 | 7,558 | 0.81% | 0.85% | 430 | -562 | -0.91% | Q4 2025 | Jan 08, 2026 |
| FIRST FOUNDATION ADVISORS | History | Added to | 61,316 | 7,557 | 0.28% | 0.25% | 431 | +4,827 | 8.55% | Q4 2025 | Feb 04, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 61,239 | 7,548 | 0.54% | 0.55% | 432 | +148 | 0.24% | Q4 2025 | Feb 11, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | Reduced | 61,207 | 7,544 | 2.82% | 3.04% | 433 | -2,721 | -4.26% | Q4 2025 | Jan 08, 2026 |
| VESTOR CAPITAL, LLC | History | Reduced | 4,646 | 7,539 | 0.52% | 0.5% | 434 | -60,142 | -92.83% | Q4 2025 | Feb 11, 2026 |
| Summit Financial Consulting LLC | History | Added to | 60,751 | 7,488 | 5.44% | 5.35% | 435 | +5,199 | 9.36% | Q4 2025 | Jan 23, 2026 |
| BTC Capital Management, Inc. | History | Added to | 60,650 | 7,475 | 0.52% | 0.45% | 436 | +6,930 | 12.9% | Q4 2025 | Jan 15, 2026 |
| Heritage Wealth Advisors | History | Added to | 60,466 | 7,453 | 0.28% | 0.32% | 437 | +16 | 0.03% | Q4 2025 | Feb 13, 2026 |
| Lantz Financial LLC | History | Added to | 60,274 | 7,429 | 1.57% | 1.53% | 438 | +3,123 | 5.46% | Q4 2025 | Jan 14, 2026 |
| UNITED SERVICES AUTOMOBILE ASSOCIATION | History | Reduced | 59,749 | 7,364 | 0.47% | 0.53% | 439 | -3,049 | -4.86% | Q4 2025 | Feb 04, 2026 |
| Prospera Financial Services Inc | History | Added to | 59,531 | 7,341 | 0.12% | 0.12% | 440 | +2,401 | 4.2% | Q4 2025 | Feb 09, 2026 |
| SeaBridge Investment Advisors LLC | History | No change | 59,127 | 7,287 | 1.2% | 1.16% | 441 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Mosley Wealth Management | History | New | 59,700 | 7,283 | 3.33% | — | 442 | +59,700 | New | Q4 2025 | Feb 12, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 59,028 | 7,275 | 0.09% | 0.06% | 443 | +16,616 | 39.18% | Q4 2025 | Feb 11, 2026 |
| Cranbrook Wealth Management, LLC | History | Reduced | 58,795 | 7,247 | 1.43% | 1.44% | 444 | -543 | -0.92% | Q4 2025 | Jan 28, 2026 |
| Camarda Financial Advisors, LLC | History | Reduced | 58,323 | 7,188 | 2.74% | 2.91% | 445 | -6,967 | -10.67% | Q4 2025 | Feb 17, 2026 |
| Sharp Wealth Advisory, LLC | History | Added to | 58,177 | 7,170 | 3.61% | 3.63% | 446 | +2,830 | 5.11% | Q4 2025 | Jan 16, 2026 |
| Kraft, Davis & Associates, LLC | History | Reduced | 57,320 | 7,155 | 1.6% | 1.77% | 447 | -2,454 | -4.11% | Q4 2025 | Jan 14, 2026 |
| Transcendent Capital Group LLC | History | Reduced | 57,719 | 7,114 | 3.22% | 3.17% | 448 | -954 | -1.63% | Q4 2025 | Jan 26, 2026 |
| Ascent Wealth Partners, LLC | History | Reduced | 57,626 | 7,102 | 0.82% | 0.82% | 449 | -1,141 | -1.94% | Q4 2025 | Feb 02, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Added to | 57,582 | 7,097 | 0.44% | 0.48% | 450 | +2,763 | 5.04% | Q4 2025 | Feb 11, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 57,305 | 7,063 | 0.79% | 0.88% | 451 | +3,279 | 6.07% | Q4 2025 | Feb 11, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 57,292 | 7,061 | 0.84% | 0.78% | 452 | +6,578 | 12.97% | Q4 2025 | Jan 26, 2026 |
| OpenArc Corporate Advisory, LLC | History | New | 57,277 | 7,059 | 0.12% | — | 453 | +57,277 | New | Q4 2025 | Feb 13, 2026 |
| Compton Wealth Advisory Group, LLC | History | No change | 56,945 | 7,019 | 1.53% | 1.59% | 454 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Shared Vision Wealth Group LLC | History | Reduced | 56,410 | 7,012 | 2.84% | 2.89% | 455 | -196 | -0.35% | Q4 2025 | Feb 11, 2026 |
| B.O.S.S. Retirement Advisors, LLC | History | Added to | 56,567 | 6,972 | 2.19% | 0.69% | 456 | +32,800 | 138.01% | Q4 2025 | Feb 02, 2026 |
| Mill Creek Capital Advisors, LLC | History | Reduced | 56,331 | 6,943 | 0.14% | 0.14% | 457 | -645 | -1.13% | Q4 2025 | Feb 13, 2026 |
| Goelzer Investment Management, Inc. | History | Added to | 56,037 | 6,907 | 0.32% | 0.35% | 458 | +1,844 | 3.4% | Q4 2025 | Jan 14, 2026 |
| Narwhal Capital Management | History | No change | 56,000 | 6,902 | 0.5% | 0.5% | 459 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| CAHABA WEALTH MANAGEMENT, INC. | History | Reduced | 55,632 | 6,857 | 0.48% | 0.5% | 460 | -1,137 | -2.0% | Q4 2025 | Jan 07, 2026 |
| COMMERCE BANK | History | Added to | 55,583 | 6,851 | 0.04% | 0.03% | 461 | +5,349 | 10.65% | Q4 2025 | Feb 13, 2026 |
| Gotham Asset Management, LLC | History | No change | 55,244 | 6,809 | 0.02% | 0.03% | 462 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| KICKSTAND VENTURES, LLC. | History | Added to | 55,091 | 6,790 | 1.43% | 1.39% | 463 | +2,849 | 5.45% | Q4 2025 | Jan 29, 2026 |
| ALPHA CAPITAL ADVISORS INC /ADV | History | New | 54,107 | 6,756 | 6.27% | — | 464 | +54,107 | New | Q4 2025 | Feb 18, 2026 |
| Evercore Wealth Management, LLC | History | Reduced | 54,595 | 6,729 | 0.1% | 0.1% | 465 | -415 | -0.75% | Q4 2025 | Feb 17, 2026 |
| RKL Wealth Management LLC | History | Reduced | 54,537 | 6,722 | 0.55% | 0.58% | 466 | -1,659 | -2.95% | Q4 2025 | Feb 12, 2026 |
| Asset One Wealth Management LLC | History | New | 53,547 | 6,654 | 0.91% | — | 467 | +53,547 | New | Q4 2025 | Feb 17, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | No change | 53,778 | 6,628 | 0.06% | 0.06% | 468 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| INVESTMENT PARTNERS, LTD. | History | Added to | 53,750 | 6,625 | 2.32% | 2.28% | 469 | +2 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Itau Unibanco Holding S.A. | History | New | 53,410 | 6,583 | 0.16% | — | 470 | +53,410 | New | Q4 2025 | Feb 13, 2026 |
| RIK SAYLOR FINANCIAL, INC. | History | Added to | 53,327 | 6,573 | 4.82% | 4.67% | 471 | +402 | 0.76% | Q4 2025 | Feb 12, 2026 |
| MSH Capital Advisors LLC | History | Added to | 53,263 | 6,565 | 1.4% | 1.7% | 472 | +691 | 1.31% | Q4 2025 | Feb 09, 2026 |
| Centurion Wealth Management LLC | History | Added to | 53,111 | 6,546 | 1.43% | 1.45% | 473 | +204 | 0.39% | Q4 2025 | Jan 14, 2026 |
| TOBIAS FINANCIAL ADVISORS, INC. | History | Reduced | 52,877 | 6,517 | 0.92% | 1.01% | 474 | -2,237 | -4.06% | Q4 2025 | Feb 13, 2026 |
| Barnes Wealth Management Group, Inc | History | Reduced | 52,821 | 6,510 | 3.48% | 3.61% | 475 | -1,426 | -2.63% | Q4 2025 | Feb 24, 2026 |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | History | Reduced | 52,668 | 6,492 | 1.56% | 1.59% | 476 | -1,492 | -2.75% | Q4 2025 | Jan 29, 2026 |
| Laurel Wealth Planning LLC | History | Reduced | 52,558 | 6,478 | 3.59% | 3.67% | 477 | -4,917 | -8.56% | Q4 2025 | Jan 23, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 52,544 | 6,476 | 0.38% | 0.33% | 478 | -10,955 | -17.25% | Q4 2025 | Jan 30, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | Added to | 51,940 | 6,402 | 1.86% | 1.97% | 479 | +2,401 | 4.85% | Q4 2025 | Feb 11, 2026 |
| Gallacher Capital Management LLC | History | Added to | 51,554 | 6,354 | 2.46% | 2.44% | 480 | +357 | 0.7% | Q4 2025 | Feb 03, 2026 |
| Midwest Trust Co | History | Reduced | 51,537 | 6,352 | 0.08% | 0.08% | 481 | -144 | -0.28% | Q4 2025 | Feb 04, 2026 |
| Rollins Financial Advisors, LLC | History | Reduced | 51,169 | 6,307 | 0.93% | 1.0% | 482 | -3,665 | -6.68% | Q4 2025 | Feb 04, 2026 |
| FORMULATE FINANCIAL LLC | History | Added to | 51,133 | 6,302 | 7.39% | 7.1% | 483 | +3,696 | 7.79% | Q4 2025 | Feb 11, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 50,910 | 6,275 | 0.04% | 0.04% | 484 | +1,300 | 2.62% | Q4 2025 | Feb 13, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Reduced | 50,112 | 6,176 | 0.39% | 0.42% | 486 | -3,035 | -5.71% | Q4 2025 | Jan 23, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Added to | 50,113 | 6,176 | 0.3% | 0.3% | 485 | +813 | 1.65% | Q4 2025 | Feb 04, 2026 |
| St. Clair Advisors, LLC | History | Added to | 50,050 | 6,169 | 1.59% | 1.6% | 487 | +4 | 0.01% | Q4 2025 | Jan 20, 2026 |
| Jackson Hole Capital Partners, LLC | History | Added to | 49,942 | 6,155 | 1.05% | 1.01% | 488 | +811 | 1.65% | Q4 2025 | Jan 30, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | Reduced | 49,890 | 6,149 | 0.3% | 0.31% | 489 | -100 | -0.2% | Q4 2025 | Feb 11, 2026 |
| Quotient Wealth Partners, LLC | History | Reduced | 49,876 | 6,147 | 0.16% | 0.17% | 490 | -582 | -1.15% | Q4 2025 | Jan 22, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 49,336 | 6,125 | 0.41% | 0.12% | 491 | +36,033 | 270.86% | Q4 2025 | Jan 15, 2026 |
| Peterson Wealth Advisors, LLC | History | Reduced | 49,443 | 6,094 | 0.81% | 0.91% | 492 | -637 | -1.27% | Q4 2025 | Jan 09, 2026 |
| NTV ASSET MANAGEMENT LLC | History | Reduced | 49,396 | 6,088 | 0.64% | 0.66% | 493 | -810 | -1.61% | Q4 2025 | Jan 20, 2026 |
| FLAGSTAR ADVISORS INC | History | Added to | 49,354 | 6,083 | 2.04% | 1.75% | 494 | +2,045 | 4.32% | Q4 2025 | Jan 13, 2026 |
| CARRET ASSET MANAGEMENT, LLC | History | Added to | 48,889 | 6,026 | 0.57% | 0.54% | 495 | +2,868 | 6.23% | Q4 2025 | Feb 17, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Reduced | 48,281 | 5,951 | 0.26% | 0.49% | 496 | -41,150 | -46.01% | Q4 2025 | Jan 29, 2026 |
| Stordahl Capital Management, Inc. | History | Reduced | 48,136 | 5,933 | 1.22% | 1.24% | 497 | -719 | -1.47% | Q4 2025 | Jan 27, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Added to | 48,045 | 5,922 | 0.66% | 0.53% | 498 | +9,992 | 26.26% | Q4 2025 | Jan 08, 2026 |
| United Bank | History | Reduced | 47,602 | 5,867 | 1.99% | 2.11% | 499 | -2,582 | -5.15% | Q4 2025 | Feb 05, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 46,735 | 5,802 | 0.22% | 0.13% | 500 | +29,637 | 173.34% | Q4 2025 | Feb 13, 2026 |
| Hoxton Planning & Management, LLC | History | Reduced | 47,008 | 5,794 | 1.73% | 1.83% | 501 | -84 | -0.18% | Q4 2025 | Feb 11, 2026 |
| A4 Wealth Advisors LLC | History | Added to | 46,791 | 5,767 | 4.99% | 2.78% | 502 | +19,484 | 71.35% | Q4 2025 | Feb 13, 2026 |
| Sowell Financial Services LLC | History | Added to | 46,780 | 5,766 | 0.21% | 0.21% | 503 | +457 | 0.99% | Q4 2025 | Jan 21, 2026 |
| Yanni & Associates Investment Advisors, LLC | History | New | 46,496 | 5,731 | 5.73% | — | 504 | +46,496 | New | Q4 2025 | Feb 06, 2026 |
| J. Mark Nickell & Co. | History | New | 45,928 | 5,661 | 5.23% | — | 505 | +45,928 | New | Q4 2025 | Feb 13, 2026 |
| Kapstone Financial Advisors LLC | History | Added to | 45,327 | 5,587 | 2.78% | 2.52% | 506 | +1,024 | 2.31% | Q4 2025 | Feb 05, 2026 |
| Resolute Wealth Strategies, LLC | History | Added to | 45,088 | 5,557 | 2.44% | 2.49% | 507 | +18 | 0.04% | Q4 2025 | Feb 06, 2026 |
| Davis Wealth Advisors, LLC | History | New | 44,994 | 5,545 | 4.61% | — | 508 | +44,994 | New | Q4 2025 | Feb 17, 2026 |
| PFG Advisors | History | Added to | 44,885 | 5,532 | 0.27% | 0.18% | 509 | +8,462 | 23.23% | Q4 2025 | Jan 27, 2026 |
| WATERS PARKERSON & CO., LLC | History | No change | 44,750 | 5,515 | 0.27% | 0.26% | 510 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Diversified Trust Co | History | Added to | 44,584 | 5,495 | 0.1% | 0.1% | 511 | +2,004 | 4.71% | Q4 2025 | Jan 09, 2026 |
| Thomasville National Bank | History | Reduced | 44,478 | 5,482 | 0.34% | 0.34% | 512 | -298 | -0.67% | Q4 2025 | Jan 26, 2026 |
| R. W. Roge & Company, Inc. | History | Reduced | 44,326 | 5,463 | 2.7% | 2.78% | 513 | -594 | -1.32% | Q4 2025 | Jan 23, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Added to | 44,258 | 5,455 | 0.07% | 0.07% | 514 | +770 | 1.77% | Q4 2025 | Jan 22, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 44,079 | 5,433 | 0.29% | 0.31% | 515 | +2,863 | 6.95% | Q4 2025 | Jan 26, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | Added to | 43,847 | 5,404 | 0.3% | 0.28% | 516 | +3,533 | 8.76% | Q4 2025 | Feb 13, 2026 |
| Winthrop Advisory Group LLC | History | Reduced | 43,774 | 5,395 | 0.46% | 0.47% | 517 | -627 | -1.41% | Q4 2025 | Jan 21, 2026 |
| FFG RETIREMENT ADVISORS LLC | History | Added to | 43,287 | 5,335 | 3.31% | 3.18% | 518 | +782 | 1.84% | Q4 2025 | Jan 12, 2026 |
| BRIDGES INVESTMENT MANAGEMENT INC | History | Reduced | 43,241 | 5,329 | 0.07% | 0.07% | 519 | -3,405 | -7.3% | Q4 2025 | Feb 10, 2026 |
| Keenan, LLC | History | New | 42,978 | 5,297 | 4.66% | — | 520 | +42,978 | New | Q4 2025 | Mar 04, 2026 |
| Calamos Advisors LLC | History | Added to | 42,690 | 5,261 | 0.02% | 0.02% | 521 | +815 | 1.95% | Q4 2025 | Jan 29, 2026 |
| Guardian Wealth Advisors, LLC | History | Reduced | 42,665 | 5,258 | 2.97% | 3.23% | 522 | -4,517 | -9.57% | Q4 2025 | Feb 02, 2026 |
| THEORY FINANCIAL LLC | History | Added to | 42,237 | 5,250 | 1.77% | 1.77% | 523 | +887 | 2.15% | Q4 2025 | Feb 10, 2026 |
| Retirement Wealth Solutions LLC | History | Added to | 42,432 | 5,230 | 3.31% | 3.18% | 524 | +2,334 | 5.82% | Q4 2025 | Jan 07, 2026 |
| Sovereign Investment Advisors, LLC | History | New | 42,316 | 5,215 | 1.3% | — | 525 | +42,316 | New | Q4 2025 | Feb 13, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 42,220 | 5,204 | 0.13% | 0.13% | 526 | -1,710 | -3.89% | Q4 2025 | Feb 17, 2026 |
| GeoWealth Management, LLC | History | Reduced | 42,097 | 5,189 | 0.19% | 0.3% | 527 | -25,047 | -37.3% | Q4 2025 | Feb 17, 2026 |
| WEALTHSPAN PARTNERS, LLC | History | Reduced | 42,048 | 5,182 | 1.88% | 1.94% | 528 | -83 | -0.2% | Q4 2025 | Jan 27, 2026 |
| Concorde Asset Management, LLC | History | Added to | 41,976 | 5,174 | 2.07% | 2.04% | 529 | +1,802 | 4.49% | Q4 2025 | Feb 13, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 41,924 | 5,167 | 0.25% | 0.18% | 530 | +17,546 | 71.97% | Q4 2025 | Jan 28, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 41,071 | 5,158 | 0.8% | 0.76% | 531 | +2,975 | 7.81% | Q4 2025 | Feb 02, 2026 |
| Meridian Wealth Advisors, LLC | History | Added to | 41,804 | 5,152 | 0.71% | 0.72% | 532 | +57 | 0.14% | Q4 2025 | Feb 17, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 41,794 | 5,151 | 0.19% | 0.21% | 533 | -3,661 | -8.05% | Q4 2025 | Feb 02, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 41,369 | 5,099 | 0.38% | 0.37% | 534 | +4,451 | 12.06% | Q4 2025 | Jan 07, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 41,345 | 5,096 | 0.25% | 0.05% | 535 | +35,436 | 599.7% | Q4 2025 | Feb 12, 2026 |
| Asset Management Group, Inc. | History | Reduced | 41,288 | 5,089 | 0.82% | 0.83% | 536 | -613 | -1.46% | Q4 2025 | Feb 17, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | Reduced | 41,201 | 5,078 | 1.78% | 1.85% | 537 | -1,199 | -2.83% | Q4 2025 | Feb 09, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 40,919 | 5,043 | 0.06% | 0.04% | 538 | +8,444 | 26.0% | Q4 2025 | Feb 02, 2026 |
| NWAM LLC | History | Reduced | 40,511 | 5,035 | 0.28% | 0.37% | 539 | -15,372 | -27.51% | Q4 2025 | Feb 04, 2026 |
| Faithward Advisors, LLC | History | Added to | 40,665 | 5,012 | 0.73% | 0.71% | 540 | +1,337 | 3.4% | Q4 2025 | Feb 17, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 40,228 | 4,958 | 0.26% | 0.26% | 541 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| MATHER GROUP, LLC. | History | Added to | 39,921 | 4,920 | 0.05% | 0.05% | 542 | +920 | 2.36% | Q4 2025 | Jan 13, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | Reduced | 39,736 | 4,897 | 0.31% | 0.33% | 543 | -1,668 | -4.03% | Q4 2025 | Feb 04, 2026 |
| Integrity Advisory Solutions, LLC | History | Added to | 39,202 | 4,832 | 0.7% | 0.65% | 544 | +5,681 | 16.95% | Q4 2025 | Feb 09, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 39,009 | 4,808 | 0.07% | 0.06% | 545 | +4,899 | 14.36% | Q4 2025 | Feb 09, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Reduced | 38,926 | 4,798 | 0.15% | 0.17% | 546 | -1,497 | -3.7% | Q4 2025 | Jan 12, 2026 |
| Glenview Trust Co | History | Reduced | 38,866 | 4,790 | 0.07% | 0.08% | 547 | -1,336 | -3.32% | Q4 2025 | Feb 09, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | Reduced | 38,670 | 4,766 | 0.51% | 0.54% | 548 | -1,419 | -3.54% | Q4 2025 | Jan 09, 2026 |
| CLIENT 1ST ADVISORY GROUP, LLC | History | Added to | 38,612 | 4,759 | 1.49% | 1.45% | 549 | +2,346 | 6.47% | Q4 2025 | Jan 12, 2026 |
| Smithfield Trust Co | History | Reduced | 37,984 | 4,682 | 0.21% | 0.21% | 550 | -557 | -1.45% | Q4 2025 | Feb 09, 2026 |
| Heck Capital Advisors, LLC | History | Added to | 37,903 | 4,671 | 0.35% | 0.33% | 551 | +2,134 | 5.97% | Q4 2025 | Jan 16, 2026 |
| RTD Financial Advisors, Inc. | History | Reduced | 37,545 | 4,627 | 0.56% | 0.61% | 552 | -4,651 | -11.02% | Q4 2025 | Jan 27, 2026 |
| Sierra Capital LLC | History | No change | 37,532 | 4,626 | 0.49% | 0.5% | 553 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 37,529 | 4,625 | 0.09% | 0.09% | 554 | -252 | -0.67% | Q4 2025 | Feb 05, 2026 |
| Redwood Investment Management, LLC | History | Added to | 37,217 | 4,587 | 0.52% | 0.46% | 555 | +1,894 | 5.36% | Q4 2025 | Feb 17, 2026 |
| SWP FINANCIAL LLC | History | Reduced | 36,613 | 4,512 | 2.26% | 2.29% | 556 | -603 | -1.62% | Q4 2025 | Jan 16, 2026 |
| Great Point Wealth Advisors, LLC | History | No change | 36,522 | 4,501 | 0.82% | 0.83% | 557 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| XML Financial, LLC | History | Reduced | 36,434 | 4,490 | 0.37% | 0.47% | 558 | -10,935 | -23.08% | Q4 2025 | Feb 11, 2026 |
| Rossmore Private Capital | History | Added to | 36,227 | 4,465 | 0.4% | 0.35% | 559 | +9,055 | 33.32% | Q4 2025 | Feb 05, 2026 |
| Procyon Advisors, LLC | History | Added to | 36,153 | 4,456 | 0.22% | 0.26% | 560 | +139 | 0.39% | Q4 2025 | Jan 07, 2026 |
| Private Advisory Group LLC | History | Reduced | 36,102 | 4,449 | 0.35% | 0.37% | 561 | -1,585 | -4.21% | Q4 2025 | Jan 15, 2026 |
| Valeo Financial Advisors, LLC | History | Reduced | 36,082 | 4,447 | 0.1% | 0.1% | 562 | -1,644 | -4.36% | Q4 2025 | Feb 04, 2026 |
| RCS Financial Planning, LLC | History | Added to | 35,922 | 4,427 | 1.91% | 1.82% | 563 | +1,800 | 5.28% | Q4 2025 | Jan 15, 2026 |
| Magnus Financial Group LLC | History | Added to | 35,370 | 4,359 | 0.33% | 0.33% | 564 | +753 | 2.18% | Q4 2025 | Jan 07, 2026 |
| Mason & Associates, LLC | History | Reduced | 35,296 | 4,350 | 0.99% | 1.04% | 565 | -2,425 | -6.43% | Q4 2025 | Jan 21, 2026 |
| FIRST HORIZON CORP | History | Added to | 35,126 | 4,329 | 0.19% | 0.2% | 566 | +27 | 0.08% | Q4 2025 | Jan 27, 2026 |
| EASTERN BANK | History | Reduced | 35,023 | 4,316 | 0.07% | 0.08% | 567 | -211 | -0.6% | Q4 2025 | Jan 14, 2026 |
| GABLES CAPITAL MANAGEMENT INC. | History | No change | 35,000 | 4,314 | 1.82% | 1.81% | 568 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Commonwealth Financial Services, LLC | History | Reduced | 34,973 | 4,310 | 0.71% | 0.76% | 569 | -1,864 | -5.06% | Q4 2025 | Feb 06, 2026 |
| Capital Investment Management, Inc. | History | New | 34,924 | 4,304 | 1.51% | — | 570 | +34,924 | New | Q4 2025 | Apr 10, 2026 |
| CWC Advisors, LLC. | History | Added to | 34,668 | 4,273 | 2.06% | 2.04% | 571 | +228 | 0.66% | Q4 2025 | Jan 26, 2026 |
| Arrow Investment Advisors, LLC | History | Reduced | 34,325 | 4,230 | 4.7% | 4.7% | 572 | -910 | -2.58% | Q4 2025 | Feb 09, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 34,185 | 4,213 | 0.05% | 0.06% | 573 | -4,447 | -11.51% | Q4 2025 | Feb 05, 2026 |
| Diversified Portfolios, Inc. | History | Reduced | 33,998 | 4,190 | 0.35% | 0.37% | 574 | -1,031 | -2.94% | Q4 2025 | Feb 09, 2026 |
| Gray Private Wealth, LLC | History | Reduced | 33,993 | 4,189 | 2.05% | 2.16% | 576 | -1,510 | -4.25% | Q4 2025 | Feb 04, 2026 |
| Haverford Trust Co | History | Reduced | 33,988 | 4,189 | 0.04% | 0.04% | 575 | -666 | -1.92% | Q4 2025 | Feb 13, 2026 |
| Savvy Advisors, Inc. | History | Added to | 33,825 | 4,169 | 0.13% | 0.16% | 577 | +5,212 | 18.22% | Q4 2025 | Jan 20, 2026 |
| S&CO INC | History | No change | 33,695 | 4,153 | 0.26% | 0.25% | 578 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Redwood Wealth Management Group, LLC | History | Reduced | 33,675 | 4,150 | 1.74% | 1.74% | 579 | -342 | -1.01% | Q4 2025 | Feb 03, 2026 |
| WealthPoint Financial, LLC | History | New | 33,654 | 4,148 | 3.61% | — | 580 | +33,654 | New | Q4 2025 | Feb 19, 2026 |
| WEALTHGARDEN F.S. LLC | History | Added to | 33,348 | 4,145 | 2.73% | 2.81% | 581 | +844 | 2.6% | Q4 2025 | Feb 11, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Added to | 33,601 | 4,141 | 0.09% | 0.08% | 582 | +2,789 | 9.05% | Q4 2025 | Feb 18, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 33,506 | 4,129 | 0.0% | — | 583 | +33,506 | New | Q4 2025 | Feb 13, 2026 |
| St. Louis Trust Co | History | No change | 33,500 | 4,129 | 0.47% | 0.5% | 584 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| SOUTHERN CAPITAL ADVISORS, LLC | History | Added to | 33,292 | 4,103 | 1.89% | 1.88% | 585 | +148 | 0.45% | Q4 2025 | Jan 28, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 33,285 | 4,102 | 0.26% | 0.26% | 586 | +1,644 | 5.2% | Q4 2025 | Feb 03, 2026 |
| Keystone Wealth Services, LLC | History | Added to | 33,251 | 4,098 | 0.86% | 0.86% | 587 | +636 | 1.95% | Q4 2025 | Jan 26, 2026 |
| Chatterton & Associates Inc. | History | New | 33,091 | 4,078 | 3.49% | — | 588 | +33,091 | New | Q4 2025 | Jan 20, 2026 |
| WBH ADVISORY INC | History | Reduced | 32,958 | 4,062 | 0.3% | 0.3% | 589 | -8 | -0.02% | Q4 2025 | Jan 26, 2026 |
| StoneCrest Wealth Management, Inc. | History | Added to | 32,721 | 4,033 | 1.63% | 1.69% | 590 | +763 | 2.39% | Q4 2025 | Jan 16, 2026 |
| BUSH INVESTMENT GROUP, LLC | History | Reduced | 32,534 | 4,010 | 2.24% | 2.37% | 592 | -537 | -1.62% | Q4 2025 | Mar 05, 2026 |
| Peregrine Asset Advisers, Inc. | History | Reduced | 32,536 | 4,010 | 1.13% | 1.19% | 591 | -404 | -1.23% | Q4 2025 | Feb 02, 2026 |
| Heritage Trust Co | History | Reduced | 32,508 | 4,006 | 0.41% | 0.48% | 593 | -5,168 | -13.72% | Q4 2025 | Feb 10, 2026 |
| ARWA LLC | History | New | 32,346 | 3,987 | 2.33% | — | 594 | +32,346 | New | Q4 2025 | Feb 27, 2026 |
| Oxford Wealth Group, LLC | History | New | 32,341 | 3,986 | 1.94% | — | 595 | +32,341 | New | Q4 2025 | Feb 10, 2026 |
| MATRIX PRIVATE CAPITAL GROUP LLC | History | Reduced | 32,272 | 3,977 | 2.02% | 2.08% | 596 | -260 | -0.8% | Q4 2025 | Feb 17, 2026 |
| NOTTINGHAM ADVISORS, INC. | History | Reduced | 32,186 | 3,967 | 0.55% | 0.56% | 597 | -1,019 | -3.07% | Q4 2025 | Jan 26, 2026 |
| Vontobel Holding Ltd. | History | Reduced | 32,044 | 3,949 | 0.01% | 0.01% | 598 | -733 | -2.24% | Q4 2025 | Feb 13, 2026 |
| CALTON & ASSOCIATES, INC. | History | Added to | 31,967 | 3,940 | 0.58% | 0.49% | 599 | +4,700 | 17.24% | Q4 2025 | Feb 10, 2026 |
| Commonwealth Retirement Investments LLC | History | Added to | 31,866 | 3,927 | 1.26% | 1.23% | 600 | +1,947 | 6.51% | Q4 2025 | Feb 11, 2026 |
| GenWealth Group, Inc. | History | Reduced | 31,552 | 3,926 | 0.67% | 0.71% | 601 | -252 | -0.79% | Q4 2025 | Jan 12, 2026 |
| Bouvel Investment Partners, LLC | History | Reduced | 31,824 | 3,922 | 1.13% | 1.23% | 602 | -1,435 | -4.31% | Q4 2025 | Jan 23, 2026 |
| LifePlan Investment Advisors, Inc. | History | Added to | 31,707 | 3,908 | 1.59% | 1.55% | 603 | +1,148 | 3.76% | Q4 2025 | Feb 09, 2026 |
| BESSEMER GROUP INC | History | Added to | 31,701 | 3,907 | 0.01% | 0.01% | 604 | +2,034 | 6.86% | Q4 2025 | Feb 05, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Added to | 31,447 | 3,876 | 0.83% | 0.61% | 605 | +16,470 | 109.97% | Q4 2025 | Feb 12, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 31,407 | 3,871 | 0.1% | 0.1% | 606 | -212 | -0.67% | Q4 2025 | Feb 09, 2026 |
| HILLTOP WEALTH ADVISORS, LLC | History | Reduced | 31,369 | 3,866 | 1.94% | 2.08% | 607 | -1,624 | -4.92% | Q4 2025 | Jan 14, 2026 |
| Round Rock Advisors LLC | History | Added to | 31,302 | 3,858 | 0.58% | 0.6% | 609 | +124 | 0.4% | Q4 2025 | Apr 07, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 31,307 | 3,858 | 0.0% | 0.0% | 608 | +68 | 0.22% | Q4 2025 | Feb 13, 2026 |
| HOWARD WEALTH MANAGEMENT, LLC | History | Reduced | 31,199 | 3,845 | 1.68% | 1.78% | 610 | -913 | -2.84% | Q4 2025 | Jan 29, 2026 |
| Carnegie Investment Counsel | History | Reduced | 30,912 | 3,810 | 0.07% | 0.07% | 611 | -798 | -2.52% | Q4 2025 | Jan 23, 2026 |
| BLALOCK WILLIAMS, LLC | History | Added to | 30,909 | 3,809 | 3.05% | 3.06% | 612 | +1,958 | 6.76% | Q4 2025 | Feb 02, 2026 |
| Archer Investment Management, LLC | History | New | 30,897 | 3,808 | 2.05% | — | 613 | +30,897 | New | Q4 2025 | Jan 12, 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | Added to | 30,479 | 3,756 | 1.37% | 0.94% | 614 | +12,270 | 67.38% | Q4 2025 | Feb 12, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 30,205 | 3,743 | 0.18% | 0.21% | 615 | -1,117 | -3.57% | Q4 2025 | Jan 21, 2026 |
| Venturi Wealth Management, LLC | History | Reduced | 30,359 | 3,742 | 0.17% | 0.17% | 616 | -666 | -2.15% | Q4 2025 | Jan 22, 2026 |
| Matthew Goff Investment Advisor, LLC | History | Reduced | 30,353 | 3,741 | 0.66% | 0.63% | 617 | -343 | -1.12% | Q4 2025 | Jan 14, 2026 |
| Pathway Financial Advisors LLC | History | Reduced | 29,906 | 3,722 | 0.47% | 0.49% | 618 | -244 | -0.81% | Q4 2025 | Jan 14, 2026 |
| JT Stratford LLC | History | Reduced | 30,185 | 3,720 | 0.48% | 0.61% | 619 | -7,299 | -19.47% | Q4 2025 | Feb 12, 2026 |
| Hilltop National Bank | History | Reduced | 30,131 | 3,713 | 0.9% | 0.9% | 620 | -30 | -0.1% | Q4 2025 | Jan 07, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 29,986 | 3,696 | 0.22% | 0.2% | 621 | +1,948 | 6.95% | Q4 2025 | Jan 20, 2026 |
| Quantum Portfolio Management LLC | History | Reduced | 29,733 | 3,664 | 1.62% | 2.14% | 622 | -29,915 | -50.15% | Q4 2025 | Feb 12, 2026 |
| Kovack Advisors, Inc. | History | Added to | 29,722 | 3,663 | 0.17% | 0.14% | 623 | +17,017 | 133.94% | Q4 2025 | Feb 17, 2026 |
| ALTERNA WEALTH MANAGEMENT, INC | History | Added to | 29,688 | 3,659 | 3.05% | 2.64% | 624 | +3,120 | 11.74% | Q4 2025 | Jan 23, 2026 |
| Financiere des Professionnels - Fonds d'investissement inc. | History | Reduced | 29,600 | 3,648 | 0.21% | 1.81% | 625 | -230,400 | -88.62% | Q4 2025 | Feb 11, 2026 |
| BridgePort Financial Solutions, LLC | History | Reduced | 29,382 | 3,621 | 0.97% | 0.98% | 626 | -929 | -3.06% | Q4 2025 | Jan 16, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | No change | 29,167 | 3,595 | 0.32% | 0.36% | 627 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Hirtle Callaghan & Co LLC | History | Reduced | 29,162 | 3,594 | 0.12% | 0.13% | 628 | -1,211 | -3.99% | Q4 2025 | Feb 04, 2026 |
| Capital Asset Managemnet, LLC | History | New | 28,520 | 3,589 | 3.98% | — | 630 | +28,520 | New | Q4 2025 | Apr 07, 2026 |
| 5T Wealth, LLC | History | Added to | 29,124 | 3,589 | 1.43% | 1.5% | 629 | +663 | 2.33% | Q4 2025 | Jan 27, 2026 |
| Madrona Financial Services, LLC | History | Reduced | 29,096 | 3,586 | 0.77% | 0.83% | 631 | -1,982 | -6.38% | Q4 2025 | Jan 22, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Reduced | 29,026 | 3,577 | 0.28% | 0.31% | 632 | -7,205 | -19.89% | Q4 2025 | Jan 23, 2026 |
| Nolet Wealth Management, LLC | History | New | 28,970 | 3,570 | 1.99% | — | 633 | +28,970 | New | Q4 2025 | Feb 27, 2026 |
| Choate Investment Advisors | History | Reduced | 28,871 | 3,558 | 0.07% | 0.07% | 634 | -202 | -0.69% | Q4 2025 | Feb 09, 2026 |
| Baron Wealth Management LLC | History | Added to | 28,825 | 3,552 | 1.09% | 1.15% | 635 | +16 | 0.06% | Q4 2025 | Jan 14, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 28,780 | 3,547 | 0.31% | 0.32% | 636 | -1,316 | -4.37% | Q4 2025 | Jan 26, 2026 |
| waypoint wealth counsel | History | Reduced | 28,582 | 3,523 | 1.29% | 1.37% | 637 | -74 | -0.26% | Q4 2025 | Jan 28, 2026 |
| WealthPlan Investment Management, LLC | History | Reduced | 28,578 | 3,522 | 0.22% | 0.24% | 638 | -1,481 | -4.93% | Q4 2025 | Feb 05, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 28,573 | 3,521 | 0.17% | 0.21% | 639 | -7,965 | -21.8% | Q4 2025 | Jan 20, 2026 |
| BCU Wealth Advisors, LLC | History | Reduced | 28,523 | 3,515 | 1.35% | 1.42% | 640 | -569 | -1.96% | Q4 2025 | Jan 30, 2026 |
| Florin Court Capital LLP | History | Reduced | 28,400 | 3,500 | 4.87% | 8.62% | 642 | -62,700 | -68.83% | Q4 2025 | Feb 05, 2026 |
| Truepoint, Inc. | History | Reduced | 28,399 | 3,500 | 0.08% | 0.08% | 641 | -3 | -0.01% | Q4 2025 | Feb 11, 2026 |
| FORM Wealth Advisors, LLC | History | New | 28,252 | 3,482 | 0.41% | — | 643 | +28,252 | New | Q4 2025 | Jan 28, 2026 |
| SPIREPOINT PRIVATE CLIENT, LLC | History | Reduced | 28,237 | 3,480 | 0.33% | 0.36% | 644 | -31 | -0.11% | Q4 2025 | Jan 22, 2026 |
| Mattern Wealth Management LLC | History | Reduced | 28,128 | 3,467 | 0.67% | 0.69% | 646 | -479 | -1.67% | Q4 2025 | Jan 16, 2026 |
| JMG Financial Group, Ltd. | History | Added to | 28,132 | 3,467 | 0.1% | 0.1% | 645 | +127 | 0.45% | Q4 2025 | Feb 10, 2026 |
| ROGCO, LP | History | No change | 28,125 | 3,466 | 1.15% | 1.19% | 647 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | History | Reduced | 28,114 | 3,465 | 0.54% | 1.15% | 648 | -23,639 | -45.68% | Q4 2025 | Feb 03, 2026 |
| Saxony Capital Management, LLC | History | Reduced | 28,020 | 3,453 | 2.12% | 3.01% | 650 | -9,849 | -26.01% | Q4 2025 | Jan 15, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | No change | 28,014 | 3,453 | 0.22% | 0.22% | 649 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Sage Investment Advisers LLC | History | New | 28,001 | 3,451 | 2.59% | — | 651 | +28,001 | New | Q4 2025 | Feb 10, 2026 |
| Arete Wealth Advisors, LLC | History | Reduced | 27,916 | 3,441 | 0.21% | 0.25% | 652 | -5,794 | -17.19% | Q4 2025 | Feb 13, 2026 |
| RHUMBLINE ADVISERS | History | No change | 27,880 | 3,436 | 0.0% | 0.0% | 653 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| M Holdings Securities, Inc. | History | New | 27,742 | 3,419 | 0.24% | — | 654 | +27,742 | New | Q4 2025 | Feb 11, 2026 |
| Asset Allocation Strategies LLC | History | Reduced | 27,711 | 3,415 | 0.63% | 0.71% | 655 | -2,195 | -7.34% | Q4 2025 | Feb 13, 2026 |
| Bank of Jackson Hole Trust | History | Added to | 27,625 | 3,405 | 1.62% | 1.58% | 656 | +1,562 | 5.99% | Q4 2025 | Feb 12, 2026 |
| NewEdge Wealth, LLC | History | Added to | 27,603 | 3,402 | 0.04% | 0.05% | 657 | +1,149 | 4.34% | Q4 2025 | Feb 03, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 27,481 | 3,387 | 0.04% | 0.05% | 658 | -920 | -3.24% | Q4 2025 | Feb 05, 2026 |
| BOSTON FAMILY OFFICE LLC | History | No change | 27,399 | 3,377 | 0.21% | 0.21% | 659 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Marks Group Wealth Management, Inc | History | Added to | 27,385 | 3,375 | 0.32% | 0.23% | 660 | +6,656 | 32.11% | Q4 2025 | Feb 11, 2026 |
| Interchange Capital Partners, LLC | History | Reduced | 27,252 | 3,357 | 0.62% | 0.65% | 661 | -178 | -0.65% | Q4 2025 | Jan 30, 2026 |
| PGIM Custom Harvest LLC | History | Reduced | 27,046 | 3,333 | 0.05% | 0.05% | 662 | -61 | -0.23% | Q4 2025 | Feb 17, 2026 |
| Financial & Tax Architects, LLC | History | Added to | 26,987 | 3,326 | 0.75% | 0.32% | 663 | +14,882 | 122.94% | Q4 2025 | Jan 21, 2026 |
| Cadence Bank | History | Reduced | 26,964 | 3,323 | 0.19% | 0.2% | 664 | -7 | -0.03% | Q4 2025 | Jan 30, 2026 |
| Unify Financial Advisors | History | New | 26,950 | 3,321 | 3.46% | — | 665 | +26,950 | New | Q4 2025 | Apr 08, 2026 |
| ROMAN BUTLER FULLERTON & CO | History | Reduced | 26,930 | 3,312 | 0.87% | 1.15% | 666 | -6,917 | -20.44% | Q4 2025 | Jan 26, 2026 |
| Atlas Brown,Inc. | History | Reduced | 26,636 | 3,283 | 0.98% | 0.96% | 667 | -348 | -1.29% | Q4 2025 | Jan 09, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Reduced | 26,625 | 3,281 | 0.02% | 0.03% | 668 | -19,246 | -41.96% | Q4 2025 | Feb 12, 2026 |
| Essex Financial Services, Inc. | History | Reduced | 26,612 | 3,280 | 0.19% | 0.2% | 669 | -1,775 | -6.25% | Q4 2025 | Feb 10, 2026 |
| Lifestyle Asset Management, Inc. | History | Added to | 26,438 | 3,258 | 1.06% | 0.21% | 670 | +21,351 | 419.72% | Q4 2025 | Feb 11, 2026 |
| Alta Wealth Advisors LLC | History | Added to | 26,418 | 3,256 | 1.09% | 0.79% | 671 | +8,069 | 43.98% | Q4 2025 | Feb 03, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | Reduced | 26,284 | 3,239 | 0.55% | 0.54% | 672 | -41 | -0.16% | Q4 2025 | Jan 27, 2026 |
| Breakwater Capital Group | History | Reduced | 26,138 | 3,221 | 0.45% | 0.47% | 673 | -217 | -0.82% | Q4 2025 | Jan 09, 2026 |
| Colorado Capital Management, Inc. | History | Added to | 26,076 | 3,214 | 1.21% | 1.21% | 674 | +65 | 0.25% | Q4 2025 | Jan 23, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 26,037 | 3,209 | 0.12% | 0.14% | 675 | -2,335 | -8.23% | Q4 2025 | Feb 06, 2026 |
| Ramiah Investment Group | History | Reduced | 25,993 | 3,203 | 3.14% | 3.51% | 676 | -3,455 | -11.73% | Q4 2025 | Jan 28, 2026 |
| LPWM LLC | History | Added to | 25,850 | 3,186 | 0.8% | 0.66% | 677 | +5,391 | 26.35% | Q4 2025 | Jan 06, 2026 |
| Coign Capital Advisors LLC | History | Added to | 25,830 | 3,183 | 1.67% | 1.68% | 678 | +544 | 2.15% | Q4 2025 | Jan 20, 2026 |
| Montecito Bank & Trust | History | No change | 25,789 | 3,178 | 0.51% | 0.48% | 679 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Adirondack Capital Advisors, LLC | History | New | 25,722 | 3,170 | 2.13% | — | 681 | +25,722 | New | Q4 2025 | Feb 03, 2026 |
| TME FINANCIAL, INC. | History | Reduced | 25,723 | 3,170 | 2.23% | 3.96% | 680 | -18,093 | -41.29% | Q4 2025 | Jan 27, 2026 |
| COFG Advisors, LLC | History | New | 25,630 | 3,159 | 0.78% | — | 682 | +25,630 | New | Q4 2025 | Feb 10, 2026 |
| Fisher Asset Management, LLC | History | Added to | 25,627 | 3,158 | 0.0% | 0.0% | 683 | +9,053 | 54.62% | Q4 2025 | Feb 09, 2026 |
| Schneider Downs Wealth Management Advisors, LP | History | Reduced | 25,616 | 3,157 | 0.36% | 0.37% | 684 | -364 | -1.4% | Q4 2025 | Feb 12, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Reduced | 25,581 | 3,153 | 0.18% | 0.2% | 685 | -744 | -2.83% | Q4 2025 | Feb 04, 2026 |
| Asempa Wealth Advisors | History | New | 25,571 | 3,151 | 2.71% | — | 686 | +25,571 | New | Q4 2025 | Jan 08, 2026 |
| Key FInancial Inc | History | Reduced | 25,536 | 3,147 | 0.57% | 0.58% | 687 | -537 | -2.06% | Q4 2025 | Feb 09, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 25,511 | 3,144 | 0.04% | 0.03% | 688 | +3,878 | 17.93% | Q4 2025 | Feb 02, 2026 |
| Capital Advantage, Inc. | History | Added to | 25,498 | 3,142 | 0.42% | 0.33% | 689 | +7,396 | 40.86% | Q4 2025 | Jan 07, 2026 |
| REGIMEN WEALTH, LLC | History | Reduced | 25,344 | 3,123 | 0.91% | 0.91% | 690 | -189 | -0.74% | Q4 2025 | Feb 09, 2026 |
| Dorsey Wright & Associates | History | Added to | 25,275 | 3,115 | 0.67% | 0.67% | 691 | +398 | 1.6% | Q4 2025 | Feb 20, 2026 |
| Private Wealth Asset Management, LLC | History | Added to | 25,241 | 3,111 | 0.34% | 0.36% | 692 | +2 | 0.01% | Q4 2025 | Feb 10, 2026 |
| Yukon Wealth Management, Inc. | History | Added to | 25,844 | 3,103 | 1.79% | 1.0% | 693 | +658 | 2.61% | Q4 2025 | Feb 10, 2026 |
| J.M. Arbour, LLC | History | New | 25,118 | 3,096 | 3.09% | — | 694 | +25,118 | New | Q4 2025 | Jan 26, 2026 |
| Fonville Wealth Management LLC | History | No change | 25,058 | 3,088 | 0.63% | 0.68% | 695 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| LAFFER TENGLER INVESTMENTS, INC. | History | No change | 24,844 | 3,062 | 0.47% | 0.47% | 696 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| MFA Wealth Services | History | Reduced | 24,792 | 3,055 | 2.06% | 2.07% | 697 | -37 | -0.15% | Q4 2025 | Jan 15, 2026 |
| Ballentine Partners, LLC | History | Added to | 24,639 | 3,037 | 0.04% | 0.04% | 698 | +1,084 | 4.6% | Q4 2025 | Feb 03, 2026 |
| Tactive Advisors, LLC | History | Added to | 24,576 | 3,029 | 0.89% | 0.83% | 699 | +367 | 1.52% | Q4 2025 | Jan 09, 2026 |
| Hudson Capital Management LLC | History | Reduced | 24,427 | 3,010 | 0.76% | 0.78% | 700 | -16 | -0.07% | Q4 2025 | Jan 21, 2026 |
| ORG Partners LLC | History | Added to | 24,400 | 3,007 | 0.53% | 0.45% | 701 | +4,618 | 23.34% | Q4 2025 | Jan 14, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | Added to | 24,361 | 3,002 | 0.97% | 0.47% | 702 | +732 | 3.1% | Q4 2025 | Jan 27, 2026 |
| Certified Advisory Corp | History | Reduced | 24,334 | 2,999 | 0.27% | 0.29% | 703 | -589 | -2.36% | Q4 2025 | Jan 12, 2026 |
| VANGUARD GROUP INC | History | Reduced | 24,246 | 2,988 | 0.0% | 0.0% | 704 | -441 | -1.79% | Q4 2025 | Jan 29, 2026 |
| Northwest Bancshares, Inc. | History | Reduced | 24,224 | 2,985 | 0.58% | 0.49% | 705 | -230 | -0.94% | Q4 2025 | Feb 13, 2026 |
| XY Planning Network, Inc. | History | New | 24,142 | 2,975 | 0.52% | — | 706 | +24,142 | New | Q4 2025 | Jan 26, 2026 |
| Tripletail Wealth Management, LLC | History | Added to | 24,070 | 2,966 | 3.76% | 0.01% | 707 | +24,058 | 200483.33% | Q4 2025 | Feb 12, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 24,058 | 2,965 | 0.2% | 0.2% | 708 | +1,375 | 6.06% | Q4 2025 | Feb 03, 2026 |
| Invesco Ltd. | History | New | 23,953 | 2,952 | 0.0% | — | 709 | +23,953 | New | Q4 2025 | Feb 19, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Reduced | 23,768 | 2,929 | 0.05% | 0.06% | 710 | -1,222 | -4.89% | Q4 2025 | Jan 16, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 23,667 | 2,916 | 0.0% | 0.0% | 711 | -150 | -0.63% | Q4 2025 | Feb 17, 2026 |
| WHITTIER TRUST CO | History | Added to | 23,296 | 2,899 | 0.03% | 0.02% | 712 | +5,270 | 29.24% | Q4 2025 | Jan 26, 2026 |
| Summit Financial, LLC | History | Reduced | 23,444 | 2,889 | 0.04% | 0.07% | 713 | -13,218 | -36.05% | Q4 2025 | Feb 13, 2026 |
| POWER WEALTH MANAGEMENT LLC | History | Reduced | 23,438 | 2,888 | 1.02% | 1.07% | 714 | -812 | -3.35% | Q4 2025 | Feb 17, 2026 |
| Joel Isaacson & Co., LLC | History | Added to | 23,250 | 2,865 | 0.09% | 0.1% | 715 | +4 | 0.02% | Q4 2025 | Jan 30, 2026 |
| Dentgroup LLC | History | Reduced | 23,202 | 2,859 | 1.96% | 1.86% | 716 | -648 | -2.72% | Q4 2025 | Jan 28, 2026 |
| Clearview Wealth Advisors LLC | History | Reduced | 23,194 | 2,858 | 1.81% | 1.82% | 717 | -337 | -1.43% | Q4 2025 | Feb 17, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 23,065 | 2,842 | 0.18% | 0.19% | 718 | -48 | -0.21% | Q4 2025 | Feb 06, 2026 |
| Park Place Capital Corp | History | Reduced | 23,048 | 2,840 | 0.59% | 0.63% | 719 | -1,504 | -6.13% | Q4 2025 | Jan 09, 2026 |
| HBK Sorce Advisory LLC | History | Added to | 23,140 | 2,805 | 0.06% | 0.07% | 720 | +369 | 1.62% | Q4 2025 | Feb 09, 2026 |
| Lakeshore Financial Planning, Inc. | History | Added to | 22,722 | 2,800 | 1.0% | 0.96% | 721 | +1,194 | 5.55% | Q4 2025 | Feb 17, 2026 |
| CCG WEALTH MANAGEMENT, LLC | History | No change | 22,629 | 2,789 | 1.2% | 1.29% | 722 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| DIVERSIFIED MANAGEMENT INC | History | New | 22,588 | 2,784 | 0.65% | — | 723 | +22,588 | New | Q4 2025 | Jan 26, 2026 |
| 17 CAPITAL PARTNERS, LLC | History | Reduced | 22,526 | 2,776 | 1.43% | 2.03% | 724 | -8,334 | -27.01% | Q4 2025 | Feb 13, 2026 |
| Forum Financial Management, LP | History | Added to | 22,527 | 2,776 | 0.04% | 0.04% | 725 | +876 | 4.05% | Q4 2025 | Jan 27, 2026 |
| OMNI 360 Wealth, Inc. | History | Reduced | 22,487 | 2,775 | 1.42% | 1.65% | 726 | -1,887 | -7.74% | Q4 2025 | Jan 29, 2026 |
| ALESCO ADVISORS LLC | History | Reduced | 22,496 | 2,772 | 0.07% | 0.07% | 727 | -121 | -0.53% | Q4 2025 | Jan 28, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Added to | 22,394 | 2,760 | 0.03% | 0.02% | 728 | +6,923 | 44.75% | Q4 2025 | Feb 12, 2026 |
| ALERUS FINANCIAL NA | History | Reduced | 22,097 | 2,723 | 0.13% | 0.14% | 729 | -415 | -1.84% | Q4 2025 | Feb 13, 2026 |
| Operose Advisors LLC | History | Added to | 22,065 | 2,719 | 0.63% | 0.66% | 730 | +131 | 0.6% | Q4 2025 | Feb 10, 2026 |
| AMG National Trust Bank | History | Reduced | 22,025 | 2,714 | 0.06% | 0.08% | 731 | -5,060 | -18.68% | Q4 2025 | Jan 30, 2026 |
| Stablepoint Partners, LLC | History | Added to | 21,750 | 2,680 | 0.42% | 0.41% | 732 | +139 | 0.64% | Q4 2025 | Jan 13, 2026 |
| Signal Advisors Wealth, LLC | History | Reduced | 21,738 | 2,679 | 0.21% | 0.24% | 733 | -372 | -1.68% | Q4 2025 | Jan 13, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Added to | 21,454 | 2,670 | 0.06% | 0.05% | 734 | +2,796 | 14.99% | Q4 2025 | Jan 26, 2026 |
| BIP Wealth, LLC | History | Added to | 21,657 | 2,669 | 0.09% | 0.11% | 735 | +3,831 | 21.49% | Q4 2025 | Jan 21, 2026 |
| Cassilly Financial Group LLC | History | New | 21,546 | 2,655 | 2.35% | — | 736 | +21,546 | New | Q4 2025 | Jan 15, 2026 |
| Evanson Asset Management, LLC | History | Added to | 21,423 | 2,640 | 0.14% | 0.15% | 737 | +72 | 0.34% | Q4 2025 | Jan 12, 2026 |
| Henrickson Nauta Wealth Advisors, Inc. | History | Added to | 21,158 | 2,633 | 0.39% | 0.41% | 738 | +10,420 | 97.04% | Q4 2025 | Jan 07, 2026 |
| Capital Square, LLC | History | Reduced | 21,352 | 2,631 | 1.34% | 1.33% | 739 | -201 | -0.93% | Q4 2025 | Feb 13, 2026 |
| Sprinkle Financial Consultants LLC | History | Reduced | 21,194 | 2,612 | 1.33% | 1.49% | 740 | -902 | -4.08% | Q4 2025 | Jan 08, 2026 |
| Corundum Group, Inc. | History | Added to | 21,180 | 2,610 | 0.88% | 1.02% | 741 | +680 | 3.32% | Q4 2025 | Jan 12, 2026 |
| NORTHLAND SECURITIES, INC. | History | New | 21,120 | 2,603 | 2.5% | — | 742 | +21,120 | New | Q4 2025 | Jan 23, 2026 |
| Lighthouse Financial LLC | History | Reduced | 21,118 | 2,603 | 1.7% | 1.76% | 743 | -1,000 | -4.52% | Q4 2025 | Feb 17, 2026 |
| American Trust | History | Added to | 21,104 | 2,601 | 0.22% | 0.11% | 744 | +10,592 | 100.76% | Q4 2025 | Feb 17, 2026 |
| Renasant Bank | History | Reduced | 21,097 | 2,600 | 1.76% | 1.69% | 745 | -925 | -4.2% | Q4 2025 | Jan 30, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | Added to | 20,969 | 2,584 | 1.71% | 1.64% | 746 | +1,091 | 5.49% | Q4 2025 | Feb 11, 2026 |
| Fairvoy Private Wealth, LLC | History | Reduced | 20,839 | 2,568 | 0.57% | 0.58% | 747 | -289 | -1.37% | Q4 2025 | Jan 14, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 20,714 | 2,553 | 0.05% | 0.05% | 748 | +173 | 0.84% | Q4 2025 | Jan 14, 2026 |
| RiverFront Investment Group, LLC | History | Added to | 20,688 | 2,550 | 0.04% | 0.04% | 749 | +42 | 0.2% | Q4 2025 | Feb 05, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | No change | 20,367 | 2,547 | 0.17% | 0.19% | 750 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Axis Wealth Partners, LLC | History | Reduced | 20,487 | 2,525 | 1.39% | 1.78% | 751 | -4,660 | -18.53% | Q4 2025 | Jan 30, 2026 |
| Kaydan Wealth Management, Inc. | History | Added to | 20,437 | 2,519 | 0.73% | 0.7% | 752 | +12 | 0.06% | Q4 2025 | Jan 12, 2026 |
| Beacon Capital Management, LLC | History | Added to | 20,408 | 2,515 | 0.39% | 0.31% | 753 | +2,293 | 12.66% | Q4 2025 | Feb 13, 2026 |
| Merkkuri Wealth Advisors LLC | History | Reduced | 20,356 | 2,509 | 1.71% | 1.83% | 754 | -557 | -2.66% | Q4 2025 | Jan 29, 2026 |
| Prosperity Planning, Inc. | History | Reduced | 20,263 | 2,497 | 0.65% | 0.82% | 755 | -4,882 | -19.42% | Q4 2025 | Jan 14, 2026 |
| HICKS CAPITAL MANAGEMENT LLC | History | Reduced | 20,248 | 2,495 | 2.51% | 4.0% | 756 | -6 | -0.03% | Q4 2025 | Feb 05, 2026 |
| Pinnacle Financial Group, LLC / IL | History | No change | 20,207 | 2,490 | 0.72% | 0.74% | 757 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Rathbones Group PLC | History | No change | 20,200 | 2,489 | 0.01% | 0.01% | 758 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | History | No change | 20,200 | 2,489 | 0.33% | 0.39% | 759 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Bawa N Mallick Trust | History | No change | 20,200 | 2,489 | 0.92% | 0.92% | 760 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| Squarepoint Ops LLC | History | Added to | 20,159 | 2,484 | 0.0% | 0.0% | 761 | +14,341 | 246.49% | Q4 2025 | Feb 13, 2026 |
| Sovereign Financial Group, Inc. | History | Reduced | 20,066 | 2,473 | 0.43% | 0.46% | 762 | -399 | -1.95% | Q4 2025 | Jan 07, 2026 |
| Bernardo Wealth Planning LLC | History | Reduced | 20,014 | 2,466 | 0.47% | 0.48% | 763 | -168 | -0.83% | Q4 2025 | Jan 26, 2026 |
| NOVEM GROUP | History | Added to | 19,999 | 2,465 | 0.28% | 0.27% | 764 | +1,129 | 5.98% | Q4 2025 | Jan 27, 2026 |
| Security National Bank | History | Added to | 19,933 | 2,456 | 0.35% | 0.29% | 765 | +4,433 | 28.6% | Q4 2025 | Feb 05, 2026 |
| First Western Trust Bank | History | No change | 19,886 | 2,451 | 0.12% | 0.11% | 766 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Navis Wealth Advisors, LLC | History | Added to | 19,759 | 2,435 | 1.03% | 1.78% | 767 | +84 | 0.43% | Q4 2025 | Feb 13, 2026 |
| Marietta Wealth Management, LLC | History | Reduced | 19,742 | 2,433 | 0.28% | 0.3% | 768 | -261 | -1.3% | Q4 2025 | Jan 28, 2026 |
| EVOKE WEALTH, LLC | History | Added to | 19,699 | 2,428 | 0.05% | 0.04% | 769 | +2,982 | 17.84% | Q4 2025 | Feb 06, 2026 |
| ETF Portfolio Partners, Inc. | History | Added to | 19,668 | 2,424 | 0.63% | 0.58% | 770 | +1,507 | 8.3% | Q4 2025 | Jan 20, 2026 |
| Freestone Capital Holdings, LLC | History | Added to | 19,551 | 2,409 | 0.07% | 0.07% | 771 | +3 | 0.02% | Q4 2025 | Jan 23, 2026 |
| Curi Capital, LLC | History | Added to | 19,536 | 2,408 | 0.04% | 0.04% | 772 | +66 | 0.34% | Q4 2025 | Feb 17, 2026 |
| Crusonia Wealth Advisors LLC | History | New | 19,485 | 2,401 | 0.53% | — | 773 | +19,485 | New | Q4 2025 | Feb 18, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 19,468 | 2,399 | 0.12% | 0.14% | 774 | -832 | -4.1% | Q4 2025 | Feb 05, 2026 |
| Beacon Financial Advisory LLC | History | Added to | 19,446 | 2,396 | 0.56% | 0.54% | 775 | +57 | 0.29% | Q4 2025 | Feb 17, 2026 |
| SUTTON PLACE INVESTORS LLC | History | Reduced | 19,420 | 2,393 | 1.31% | 1.39% | 776 | -805 | -3.98% | Q4 2025 | Jan 21, 2026 |
| Index Technologies Group LLC | History | New | 19,344 | 2,384 | 2.49% | — | 777 | +19,344 | New | Q4 2025 | Feb 12, 2026 |
| MBA Advisors LLC | History | Reduced | 19,335 | 2,383 | 0.96% | 1.02% | 778 | -432 | -2.19% | Q4 2025 | Jan 21, 2026 |
| Advisors Capital Management, LLC | History | Added to | 19,250 | 2,372 | 0.03% | 0.02% | 779 | +2,743 | 16.62% | Q4 2025 | Jan 29, 2026 |
| BAILARD, INC. | History | Reduced | 19,164 | 2,362 | 0.05% | 0.05% | 780 | -820 | -4.1% | Q4 2025 | Feb 04, 2026 |
| Bellwether Advisors, LLC | History | Added to | 19,156 | 2,361 | 0.38% | 0.35% | 781 | +1,828 | 10.55% | Q4 2025 | Feb 09, 2026 |
| WealthTrak Capital Management LLC | History | Added to | 19,140 | 2,359 | 1.69% | 1.82% | 782 | +786 | 4.28% | Q4 2025 | Feb 10, 2026 |
| BEACON ADVISORS HOLDINGS, LLC | History | New | 18,673 | 2,301 | 1.21% | — | 783 | +18,673 | New | Q4 2025 | Feb 27, 2026 |
| Fiduciary Alliance LLC | History | Reduced | 18,663 | 2,300 | 0.15% | 0.15% | 784 | -233 | -1.23% | Q4 2025 | Jan 22, 2026 |
| TSFG, LLC | History | Reduced | 18,650 | 2,299 | 0.34% | 0.36% | 785 | -82 | -0.44% | Q4 2025 | Feb 04, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 18,645 | 2,298 | 0.24% | 0.22% | 786 | +2,156 | 13.08% | Q4 2025 | Feb 13, 2026 |
| KPP Advisory Services LLC | History | Reduced | 18,575 | 2,289 | 0.33% | 0.51% | 787 | -10,175 | -35.39% | Q4 2025 | Feb 02, 2026 |
| FOCUSED ALPHA, LLC | History | New | 18,516 | 2,282 | 0.67% | — | 789 | +18,516 | New | Q4 2025 | Feb 13, 2026 |
| Cornell Pochily Investment Advisors, Inc. | History | Added to | 18,520 | 2,282 | 0.66% | 0.67% | 788 | +3 | 0.02% | Q4 2025 | Jan 20, 2026 |
| Whitcomb & Hess, Inc. | History | Reduced | 18,227 | 2,276 | 0.54% | 0.57% | 790 | -41 | -0.22% | Q4 2025 | Jan 14, 2026 |
| DAVENPORT & Co LLC | History | Added to | 18,421 | 2,270 | 0.01% | 0.01% | 791 | +543 | 3.04% | Q4 2025 | Jan 12, 2026 |
| UPTICK PARTNERS, LLC | History | Reduced | 18,399 | 2,267 | 0.48% | 0.61% | 792 | -914 | -4.73% | Q4 2025 | Feb 02, 2026 |
| Accelerate Investment Advisors LLC | History | Added to | 18,347 | 2,261 | 1.52% | 1.49% | 793 | +218 | 1.2% | Q4 2025 | Jan 12, 2026 |
| Klaas Financial Asset Advisors, LLC | History | Reduced | 18,309 | 2,256 | 0.33% | 0.35% | 794 | -778 | -4.08% | Q4 2025 | Jan 27, 2026 |
| WealthCare Asset Management, LLC | History | New | 18,496 | 2,242 | 1.42% | — | 795 | +18,496 | New | Q4 2025 | Feb 17, 2026 |
| Raleigh Capital Management Inc. | History | Added to | 18,138 | 2,235 | 0.81% | 0.8% | 796 | +698 | 4.0% | Q4 2025 | Jan 21, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Added to | 18,066 | 2,226 | 0.03% | 0.03% | 797 | +1,381 | 8.28% | Q4 2025 | Feb 09, 2026 |
| Confluence Wealth Services, Inc. | History | Reduced | 18,019 | 2,221 | 0.09% | 0.11% | 798 | -410 | -2.22% | Q4 2025 | Jan 28, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | New | 18,018 | 2,220 | 0.37% | — | 799 | +18,018 | New | Q4 2025 | Feb 18, 2026 |
| Hopwood Financial Services, Inc. | History | Reduced | 17,938 | 2,211 | 1.56% | 1.45% | 800 | -25 | -0.14% | Q4 2025 | Jan 16, 2026 |
| United Advisor Group, LLC | History | Added to | 17,862 | 2,201 | 0.27% | 0.08% | 801 | +12,702 | 246.16% | Q4 2025 | Jan 26, 2026 |
| Ullmann Wealth Partners Group, LLC | History | No change | 17,587 | 2,194 | 0.23% | 0.23% | 802 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Bensler, LLC | History | Reduced | 17,797 | 2,193 | 0.22% | 0.25% | 803 | -2,489 | -12.27% | Q4 2025 | Feb 04, 2026 |
| HM PAYSON & CO | History | Reduced | 17,775 | 2,190 | 0.03% | 0.03% | 804 | -220 | -1.22% | Q4 2025 | Feb 12, 2026 |
| Kovitz Investment Group Partners, LLC | History | Reduced | 17,760 | 2,189 | 0.05% | 0.42% | 805 | -874,829 | -98.01% | Q4 2025 | Feb 20, 2026 |
| Fortis Capital Advisors, LLC | History | Reduced | 17,726 | 2,185 | 0.32% | 0.35% | 806 | -426 | -2.35% | Q4 2025 | Jan 27, 2026 |
| Emergent Wealth Advisors, LLC | History | Reduced | 17,712 | 2,183 | 1.23% | 1.34% | 807 | -1,481 | -7.72% | Q4 2025 | Jan 14, 2026 |
| MARINO, STRAM & ASSOCIATES LLC | History | Reduced | 17,642 | 2,174 | 0.39% | 0.39% | 808 | -341 | -1.9% | Q4 2025 | Jan 16, 2026 |
| Integrated Wealth Management | History | New | 17,602 | 2,169 | 2.44% | — | 810 | +17,602 | New | Q4 2025 | Mar 03, 2026 |
| PRUDENTIAL PLC | History | Added to | 17,600 | 2,169 | 0.02% | 0.0% | 809 | +15,300 | 665.22% | Q4 2025 | Feb 11, 2026 |
| Vantus Wealth LLC | History | New | 17,566 | 2,165 | 1.6% | — | 811 | +17,566 | New | Q4 2025 | Feb 10, 2026 |
| True Link Financial Advisors, LLC | History | Reduced | 17,554 | 2,163 | 0.13% | 0.16% | 812 | -3,505 | -16.64% | Q4 2025 | Jan 29, 2026 |
| Expressive Wealth LLC | History | New | 17,526 | 2,160 | 2.33% | — | 813 | +17,526 | New | Q4 2025 | Feb 09, 2026 |
| Madrid Wealth Management, LLC | History | New | 17,520 | 2,159 | 1.75% | — | 814 | +17,520 | New | Q4 2025 | Feb 02, 2026 |
| Manchester Capital Management LLC | History | No change | 17,492 | 2,156 | 0.29% | 0.29% | 815 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Tempus Wealth Planning, LLC | History | Added to | 17,480 | 2,154 | 0.49% | 0.47% | 816 | +336 | 1.96% | Q4 2025 | Jan 16, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 17,393 | 2,146 | 0.69% | 0.64% | 817 | +2,396 | 15.98% | Q4 2025 | Feb 10, 2026 |
| Heritage Financial Services, LLC | History | Reduced | 17,172 | 2,116 | 0.18% | 0.2% | 818 | -1,366 | -7.37% | Q4 2025 | Feb 02, 2026 |
| AWM CAPITAL, LLC | History | Added to | 17,125 | 2,110 | 0.19% | 0.19% | 819 | +6 | 0.04% | Q4 2025 | Feb 17, 2026 |
| INVESTMENT MANAGEMENT CORP /VA/ /ADV | History | Reduced | 17,098 | 2,107 | 1.77% | 1.79% | 820 | -152 | -0.88% | Q4 2025 | Jan 29, 2026 |
| Harvest Investment Services, LLC | History | Reduced | 16,976 | 2,092 | 0.39% | 0.43% | 821 | -824 | -4.63% | Q4 2025 | Feb 17, 2026 |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | History | No change | 16,965 | 2,091 | 0.33% | 0.33% | 822 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| American Investment Services, Inc. | History | Reduced | 16,817 | 2,072 | 0.48% | 0.55% | 823 | -2,078 | -11.0% | Q4 2025 | Feb 13, 2026 |
| First Command Advisory Services, Inc. | History | No change | 16,693 | 2,057 | 0.01% | 0.01% | 824 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Essex Bank | History | Reduced | 16,648 | 2,052 | 0.44% | 0.45% | 825 | -81 | -0.48% | Q4 2025 | Feb 02, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | New | 16,644 | 2,051 | 0.26% | — | 826 | +16,644 | New | Q4 2025 | Jan 27, 2026 |
| Syntegra Private Wealth Group, LLC | History | Reduced | 16,538 | 2,038 | 0.19% | 0.19% | 827 | -38 | -0.23% | Q4 2025 | Feb 10, 2026 |
| Helium Advisors LLC | History | Reduced | 16,523 | 2,036 | 2.06% | 1.69% | 828 | -245 | -1.46% | Q4 2025 | Feb 12, 2026 |
| McGlone Suttner Wealth Management, Inc. | History | Reduced | 16,500 | 2,033 | 0.27% | 0.28% | 829 | -12 | -0.07% | Q4 2025 | Jan 15, 2026 |
| Dominguez Wealth Management Solutions, Inc. | History | Added to | 16,471 | 2,030 | 1.24% | 1.24% | 830 | +267 | 1.65% | Q4 2025 | Jan 15, 2026 |
| REDW Wealth LLC | History | No change | 16,453 | 2,027 | 0.77% | 0.75% | 831 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| VestGen Investment Management | History | Reduced | 16,434 | 2,025 | 1.12% | 1.23% | 832 | -533 | -3.14% | Q4 2025 | Feb 18, 2026 |
| Venture Visionary Partners LLC | History | Reduced | 16,432 | 2,025 | 0.07% | 0.07% | 833 | -301 | -1.8% | Q4 2025 | Feb 13, 2026 |
| Finley Financial, LLC | History | No change | 16,420 | 2,023 | 0.93% | 0.92% | 834 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Crestwood Advisors Group, LLC | History | Reduced | 16,401 | 2,021 | 0.03% | 0.04% | 835 | -1,021 | -5.86% | Q4 2025 | Feb 03, 2026 |
| Richmond Investment Services, LLC | History | Added to | 16,370 | 2,017 | 0.35% | 0.35% | 836 | +974 | 6.33% | Q4 2025 | Feb 12, 2026 |
| Optivise Advisory Services LLC | History | Reduced | 16,343 | 2,014 | 1.16% | 1.26% | 837 | -1,240 | -7.05% | Q4 2025 | Jan 12, 2026 |
| Alpha Cubed Investments, LLC | History | Added to | 16,305 | 2,009 | 0.07% | 0.07% | 838 | +686 | 4.39% | Q4 2025 | Feb 03, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | Reduced | 16,282 | 2,006 | 0.03% | 0.03% | 839 | -416 | -2.49% | Q4 2025 | Feb 12, 2026 |
| SlateStone Wealth, LLC | History | Added to | 16,260 | 2,004 | 0.17% | 0.17% | 840 | +225 | 1.4% | Q4 2025 | Feb 11, 2026 |
| Next Level Private LLC | History | Reduced | 16,247 | 2,002 | 0.52% | 0.58% | 841 | -117 | -0.71% | Q4 2025 | Jan 07, 2026 |
| PACK Private Wealth, LLC | History | Reduced | 16,203 | 1,997 | 0.91% | 0.96% | 842 | -659 | -3.91% | Q4 2025 | Feb 17, 2026 |
| First Citizens Financial Corp | History | Reduced | 16,195 | 1,996 | 0.99% | 1.03% | 843 | -997 | -5.8% | Q4 2025 | Jan 06, 2026 |
| PARTNERS WEALTH MANAGEMENT, LLC | History | Reduced | 16,189 | 1,995 | 2.08% | 1.93% | 844 | -27 | -0.17% | Q4 2025 | Jan 20, 2026 |
| Aegis Wealth Management, Inc. | History | New | 16,178 | 1,994 | 1.57% | — | 845 | +16,178 | New | Q4 2025 | Feb 05, 2026 |
| Bowman & Co S.C. | History | Reduced | 15,995 | 1,971 | 0.83% | 0.86% | 846 | -809 | -4.81% | Q4 2025 | Jan 23, 2026 |
| Two West Capital Advisors LLC | History | Added to | 15,981 | 1,969 | 1.14% | 1.12% | 848 | +881 | 5.83% | Q4 2025 | Jan 13, 2026 |
| Perennial Investment Advisors, LLC | History | Reduced | 15,982 | 1,969 | 0.16% | 0.16% | 847 | -533 | -3.23% | Q4 2025 | Feb 17, 2026 |
| Summit Trail Advisors, LLC | History | Reduced | 15,938 | 1,964 | 0.03% | 0.03% | 849 | -2,428 | -13.22% | Q4 2025 | Feb 17, 2026 |
| Strategies Wealth Advisors, LLC | History | Reduced | 15,913 | 1,961 | 0.2% | 0.21% | 850 | -698 | -4.2% | Q4 2025 | Feb 13, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 15,868 | 1,955 | 0.02% | 0.02% | 852 | -652 | -3.95% | Q4 2025 | Feb 13, 2026 |
| Sendero Wealth Management, LLC | History | Added to | 15,869 | 1,955 | 0.22% | 0.22% | 851 | +3 | 0.02% | Q4 2025 | Jan 13, 2026 |
| Empower Advisory Group, LLC | History | Added to | 15,828 | 1,950 | 0.01% | 0.0% | 853 | +3,153 | 24.88% | Q4 2025 | Feb 12, 2026 |
| Pinnacle Bancorp, Inc. | History | Added to | 15,806 | 1,948 | 0.57% | 0.56% | 854 | +37 | 0.23% | Q4 2025 | Jan 22, 2026 |
| Madison Wealth Partners, Inc | History | Added to | 15,800 | 1,947 | 0.36% | 0.15% | 855 | +9,384 | 146.26% | Q4 2025 | Feb 10, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 15,691 | 1,934 | 0.06% | 0.06% | 856 | +728 | 4.87% | Q4 2025 | Feb 12, 2026 |
| Neuberger Berman Group LLC | History | Added to | 15,648 | 1,928 | 0.0% | 0.0% | 857 | +5,074 | 47.99% | Q4 2025 | Feb 13, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 15,630 | 1,926 | 0.0% | 0.0% | 858 | +2,367 | 17.85% | Q4 2025 | Feb 11, 2026 |
| Aprio Wealth Management, LLC | History | Reduced | 15,616 | 1,924 | 0.11% | 0.19% | 860 | -552 | -3.41% | Q4 2025 | Jan 29, 2026 |
| Grey Ledge Advisors, LLC | History | Added to | 15,612 | 1,924 | 0.44% | 0.42% | 859 | +160 | 1.04% | Q4 2025 | Feb 05, 2026 |
| Towerpoint Wealth, LLC | History | Added to | 15,565 | 1,918 | 0.76% | 0.76% | 861 | +239 | 1.56% | Q4 2025 | Jan 15, 2026 |
| Aspire Private Capital, LLC | History | Reduced | 15,552 | 1,916 | 0.43% | 0.48% | 863 | -4,172 | -21.15% | Q4 2025 | Jan 16, 2026 |
| Legacy Advisors, LLC | History | No change | 15,552 | 1,916 | 0.21% | 0.23% | 862 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Eagle Strategies LLC | History | No change | 15,548 | 1,916 | 0.24% | 0.25% | 864 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| SIGNATUREFD, LLC | History | Added to | 15,426 | 1,901 | 0.03% | 0.03% | 865 | +2,058 | 15.39% | Q4 2025 | Jan 20, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 15,390 | 1,900 | 0.05% | 0.05% | 866 | +1,252 | 8.86% | Q4 2025 | Jan 28, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | Reduced | 15,311 | 1,887 | 0.05% | 0.07% | 867 | -4,519 | -22.79% | Q4 2025 | Feb 13, 2026 |
| GTS SECURITIES LLC | History | Reduced | 15,162 | 1,868 | 0.06% | 0.08% | 868 | -1,381 | -8.35% | Q4 2025 | Feb 13, 2026 |
| Zhang Financial LLC | History | Reduced | 15,136 | 1,865 | 0.07% | 0.08% | 869 | -599 | -3.81% | Q4 2025 | Feb 10, 2026 |
| Hutchens & Kramer Investment Management Group, LLC | History | Reduced | 15,123 | 1,864 | 0.64% | 0.74% | 870 | -405 | -2.61% | Q4 2025 | Jan 08, 2026 |
| Atlatl Advisers LLC | History | Added to | 15,058 | 1,856 | 0.71% | 0.67% | 871 | +990 | 7.04% | Q4 2025 | Feb 09, 2026 |
| FIDUCIENT ADVISORS LLC | History | Reduced | 15,039 | 1,853 | 0.23% | 0.21% | 872 | -161 | -1.06% | Q4 2025 | Feb 10, 2026 |
| Verity Asset Management, Inc. | History | Reduced | 15,026 | 1,852 | 0.8% | 1.13% | 873 | -13,664 | -47.63% | Q4 2025 | Jan 30, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 14,922 | 1,839 | 0.15% | 0.08% | 874 | +6,455 | 76.24% | Q4 2025 | Feb 13, 2026 |
| BURKETT FINANCIAL SERVICES, LLC | History | Reduced | 14,906 | 1,837 | 0.63% | 0.69% | 875 | -1,728 | -10.39% | Q4 2025 | Jan 05, 2026 |
| Clarity Asset Management, Inc. | History | Added to | 14,890 | 1,835 | 1.01% | 1.01% | 876 | +21 | 0.14% | Q4 2025 | Feb 13, 2026 |
| Betterment LLC | History | Added to | 14,795 | 1,824 | 0.0% | 0.0% | 877 | +2,543 | 20.76% | Q4 2025 | Feb 12, 2026 |
| Synergy Investment Management, LLC | History | Added to | 14,800 | 1,824 | 0.65% | 0.57% | 879 | +2,394 | 19.3% | Q4 2025 | Feb 06, 2026 |
| Howard Capital Management Group, LLC | History | Reduced | 14,800 | 1,824 | 0.12% | 0.11% | 878 | -50 | -0.34% | Q4 2025 | Jan 16, 2026 |
| Westmount Partners, LLC | History | Added to | 14,720 | 1,814 | 0.45% | 0.46% | 880 | +4 | 0.03% | Q4 2025 | Jan 15, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Added to | 14,623 | 1,802 | 0.19% | 0.18% | 881 | +939 | 6.86% | Q4 2025 | Jan 28, 2026 |
| BBR PARTNERS, LLC | History | Added to | 14,574 | 1,796 | 0.1% | 0.1% | 882 | +472 | 3.35% | Q4 2025 | Feb 11, 2026 |
| Argent Advisors, Inc. | History | Added to | 14,549 | 1,793 | 0.5% | 0.48% | 883 | +937 | 6.88% | Q4 2025 | Feb 11, 2026 |
| Leslie Global Wealth, LLC | History | Added to | 14,527 | 1,790 | 0.81% | 0.32% | 884 | +8,924 | 159.27% | Q4 2025 | Feb 02, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Reduced | 14,470 | 1,783 | 0.03% | 0.04% | 885 | -501 | -3.35% | Q4 2025 | Feb 19, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Added to | 14,417 | 1,777 | 0.13% | 0.09% | 886 | +3,574 | 32.96% | Q4 2025 | Feb 12, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | Reduced | 14,382 | 1,772 | 0.09% | 0.09% | 887 | -36 | -0.25% | Q4 2025 | Feb 02, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | Added to | 14,345 | 1,768 | 0.1% | 0.07% | 888 | +5,495 | 62.09% | Q4 2025 | Feb 17, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Added to | 14,342 | 1,767 | 0.48% | 0.37% | 889 | +7,077 | 97.41% | Q4 2025 | Feb 09, 2026 |
| MARIPAU WEALTH MANAGEMENT LLC | History | Reduced | 14,313 | 1,764 | 0.81% | 0.89% | 890 | -304 | -2.08% | Q4 2025 | Feb 17, 2026 |
| INSPIRION WEALTH ADVISORS, LLC | History | Reduced | 14,233 | 1,754 | 0.21% | 0.2% | 891 | -734 | -4.9% | Q4 2025 | Jan 09, 2026 |
| Cornerstone Advisory, LLC | History | Reduced | 14,086 | 1,736 | 0.17% | 0.17% | 892 | -75 | -0.53% | Q4 2025 | Jan 28, 2026 |
| Progressive Investment Management Corp | History | No change | 14,000 | 1,725 | 0.41% | 0.41% | 893 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CENTRAL TRUST Co | History | Reduced | 13,962 | 1,720 | 0.03% | 0.04% | 894 | -728 | -4.96% | Q4 2025 | Feb 02, 2026 |
| WORLD EQUITY GROUP, INC. | History | Reduced | 13,918 | 1,715 | 0.48% | 0.48% | 895 | -3,749 | -21.22% | Q4 2025 | Jan 12, 2026 |
| Sound View Wealth Advisors Group, LLC | History | No change | 13,854 | 1,707 | 0.11% | 0.11% | 896 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Able Wealth Management LLC | History | Added to | 13,839 | 1,705 | 0.54% | 0.63% | 898 | +58 | 0.42% | Q4 2025 | Jan 27, 2026 |
| McDonough Capital Management, Inc | History | No change | 13,840 | 1,705 | 0.84% | 0.84% | 897 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Insight Advisors, LLC/ PA | History | Reduced | 13,821 | 1,703 | 0.26% | 0.26% | 899 | -110 | -0.79% | Q4 2025 | Feb 11, 2026 |
| WHITE PINE CAPITAL LLC | History | Reduced | 13,709 | 1,689 | 0.46% | 0.49% | 900 | -460 | -3.25% | Q4 2025 | Feb 09, 2026 |
| Avantra Family Wealth, Inc. | History | Added to | 13,678 | 1,685 | 1.22% | 1.23% | 901 | +28 | 0.21% | Q4 2025 | Jan 21, 2026 |
| Parkway Wealth Management Group, LLC | History | New | 13,641 | 1,681 | 0.23% | — | 902 | +13,641 | New | Q4 2025 | Feb 10, 2026 |
| CHAPIN DAVIS, INC. | History | Added to | 13,573 | 1,673 | 0.39% | 0.4% | 903 | +3 | 0.02% | Q4 2025 | Jan 30, 2026 |
| LongView Wealth Management | History | Added to | 13,355 | 1,670 | 0.4% | 0.35% | 904 | +2,700 | 25.34% | Q4 2025 | Jan 13, 2026 |
| Resurgent Financial Advisors LLC | History | Added to | 13,547 | 1,669 | 0.84% | 0.78% | 905 | +333 | 2.52% | Q4 2025 | Feb 12, 2026 |
| BURKE & HERBERT BANK & TRUST CO | History | Reduced | 13,526 | 1,667 | 0.46% | 0.47% | 906 | -4,461 | -24.8% | Q4 2025 | Feb 12, 2026 |
| Winthrop Capital Management, LLC | History | Reduced | 13,462 | 1,659 | 0.39% | 0.39% | 907 | -32 | -0.24% | Q4 2025 | Feb 10, 2026 |
| TRITONPOINT WEALTH, LLC | History | Added to | 13,455 | 1,658 | 0.17% | 0.12% | 909 | +1,576 | 13.27% | Q4 2025 | Jan 20, 2026 |
| Sandbox Financial Partners, LLC | History | Added to | 13,457 | 1,658 | 0.46% | 0.46% | 908 | +64 | 0.48% | Q4 2025 | Jan 07, 2026 |
| FSC Wealth Advisors, LLC | History | Reduced | 13,446 | 1,657 | 2.69% | 2.54% | 910 | -23,018 | -63.13% | Q4 2025 | Jan 22, 2026 |
| BANK OF HAWAII | History | No change | 13,366 | 1,647 | 0.08% | 0.08% | 911 | 0 | 0.0% | Q4 2025 | Mar 03, 2026 |
| SOUTH PLAINS FINANCIAL, INC. | History | No change | 13,365 | 1,647 | 0.98% | 1.01% | 912 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Simmons Bank | History | Added to | 13,247 | 1,632 | 0.11% | 0.11% | 913 | +147 | 1.12% | Q4 2025 | Feb 05, 2026 |
| Gemmer Asset Management LLC | History | Added to | 13,138 | 1,619 | 0.12% | 0.11% | 914 | +2,270 | 20.89% | Q4 2025 | Jan 23, 2026 |
| RIVERSEDGE ADVISORS, LLC | History | Reduced | 13,065 | 1,610 | 0.26% | 0.27% | 916 | -78 | -0.59% | Q4 2025 | Jan 07, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 13,063 | 1,610 | 0.09% | 0.09% | 915 | -20 | -0.15% | Q4 2025 | Jan 20, 2026 |
| Buck Wealth Strategies, LLC | History | Reduced | 13,019 | 1,604 | 0.2% | 0.28% | 918 | -4,030 | -23.64% | Q4 2025 | Feb 03, 2026 |
| Summit Financial Strategies, Inc. | History | Added to | 13,019 | 1,604 | 0.13% | 0.13% | 917 | +12 | 0.09% | Q4 2025 | Jan 27, 2026 |
| Sageworth Trust Co | History | No change | 13,000 | 1,602 | 0.07% | 0.07% | 919 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 12,995 | 1,601 | 0.05% | 0.05% | 920 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 12,900 | 1,590 | 0.0% | — | 921 | +12,900 | New | Q4 2025 | Feb 12, 2026 |
| WEST PACES ADVISORS INC. | History | Added to | 12,907 | 1,590 | 0.31% | 0.27% | 922 | +1,556 | 13.71% | Q4 2025 | Jan 21, 2026 |
| CAMBRIDGE CAPITAL MANAGEMENT, LLC | History | Reduced | 12,785 | 1,575 | 0.71% | 0.74% | 923 | -58 | -0.45% | Q4 2025 | Jan 28, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 13,053 | 1,575 | 1.36% | 1.49% | 924 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Veracity Capital LLC | History | Reduced | 12,768 | 1,573 | 0.46% | 0.54% | 925 | -1,257 | -8.96% | Q4 2025 | Jan 29, 2026 |
| Morton Capital Management LLC/CA | History | Added to | 12,607 | 1,553 | 0.24% | 0.24% | 926 | +587 | 4.88% | Q4 2025 | Feb 03, 2026 |
| CADINHA & CO LLC | History | No change | 12,580 | 1,550 | 0.24% | 0.21% | 927 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Catalina Capital Group, LLC | History | Added to | 12,557 | 1,547 | 0.94% | 0.91% | 928 | +206 | 1.67% | Q4 2025 | Jan 16, 2026 |
| Wealth Watch Advisors, INC | History | Added to | 12,547 | 1,546 | 0.57% | 0.62% | 929 | +26 | 0.21% | Q4 2025 | Feb 17, 2026 |
| Enclave Advisors LLC | History | No change | 12,503 | 1,541 | 0.22% | 0.23% | 930 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Intesa Sanpaolo Wealth Management | History | New | 12,500 | 1,540 | 0.32% | — | 931 | +12,500 | New | Q4 2025 | Feb 12, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 12,458 | 1,535 | 0.19% | 0.2% | 932 | +6 | 0.05% | Q4 2025 | Feb 13, 2026 |
| Atlantic Union Bankshares Corp | History | Reduced | 12,423 | 1,531 | 0.03% | 0.03% | 933 | -448 | -3.48% | Q4 2025 | Feb 04, 2026 |
| Johnson Financial Group, Inc. | History | No change | 12,416 | 1,530 | 0.06% | 0.06% | 934 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CVA Family Office, LLC | History | No change | 12,315 | 1,517 | 0.17% | 0.19% | 935 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| WASHINGTON TRUST BANK | History | Added to | 12,304 | 1,516 | 0.11% | 0.09% | 936 | +1,841 | 17.6% | Q4 2025 | Feb 04, 2026 |
| Cornerstone Wealth Group, LLC | History | Reduced | 12,301 | 1,516 | 0.1% | 0.1% | 937 | -357 | -2.82% | Q4 2025 | Jan 26, 2026 |
| SOL Capital Management CO | History | Added to | 12,258 | 1,511 | 0.14% | 0.13% | 938 | +5 | 0.04% | Q4 2025 | Jan 30, 2026 |
| Highview Capital Management LLC/DE/ | History | Reduced | 12,177 | 1,500 | 0.53% | 0.58% | 939 | -844 | -6.48% | Q4 2025 | Jan 27, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 12,131 | 1,495 | 0.05% | 0.04% | 940 | +2,055 | 20.39% | Q4 2025 | Jan 09, 2026 |
| Institute for Wealth Management, LLC. | History | Reduced | 12,122 | 1,494 | 0.16% | 0.28% | 941 | -10,007 | -45.22% | Q4 2025 | Jan 27, 2026 |
| Bison Wealth, LLC | History | New | 13,087 | 1,493 | 0.17% | — | 942 | +13,087 | New | Q4 2025 | Mar 24, 2026 |
| MKT Advisors LLC | History | No change | 12,062 | 1,493 | 0.51% | 0.54% | 943 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| INTRUST BANK NA | History | Reduced | 12,112 | 1,492 | 0.12% | 0.23% | 944 | -10,609 | -46.69% | Q4 2025 | Feb 06, 2026 |
| Greenspring Advisors, LLC | History | Added to | 12,044 | 1,484 | 0.09% | 0.04% | 945 | +10,364 | 616.9% | Q4 2025 | Feb 10, 2026 |
| Canopy Partners, LLC | History | No change | 12,036 | 1,483 | 0.48% | 0.49% | 946 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| ARCADIA INVESTMENT ADVISORS LLC | History | Reduced | 12,028 | 1,482 | 0.69% | 0.71% | 947 | -122 | -1.0% | Q4 2025 | Jan 15, 2026 |
| 1ST SOURCE BANK | History | Reduced | 11,957 | 1,473 | 0.08% | 0.09% | 948 | -2,767 | -18.79% | Q4 2025 | Feb 05, 2026 |
| WESBANCO BANK INC | History | Reduced | 11,949 | 1,472 | 0.04% | 0.04% | 949 | -911 | -7.08% | Q4 2025 | Feb 03, 2026 |
| FWG Investments, LLC. | History | Added to | 11,923 | 1,469 | 0.94% | 0.82% | 950 | +2,044 | 20.69% | Q4 2025 | Jan 28, 2026 |
| Vantage Point Financial LLC | History | Added to | 11,899 | 1,466 | 0.52% | 0.23% | 952 | +6,958 | 140.82% | Q4 2025 | Feb 02, 2026 |
| Balboa Wealth Partners | History | Reduced | 11,898 | 1,466 | 0.24% | 0.25% | 951 | -122 | -1.01% | Q4 2025 | Jan 16, 2026 |
| Integrated Investment Consultants, LLC | History | Reduced | 11,885 | 1,464 | 0.29% | 0.29% | 953 | -2,320 | -16.33% | Q4 2025 | Mar 03, 2026 |
| TIEMANN INVESTMENT ADVISORS, LLC | History | Added to | 11,855 | 1,461 | 0.57% | 0.54% | 954 | +70 | 0.59% | Q4 2025 | Feb 13, 2026 |
| ALBION FINANCIAL GROUP /UT | History | Reduced | 11,820 | 1,456 | 0.09% | 0.09% | 955 | -342 | -2.81% | Q4 2025 | Jan 21, 2026 |
| TCV Trust & Wealth Management, Inc. | History | No change | 11,796 | 1,453 | 0.12% | 0.12% | 956 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Reduced | 11,759 | 1,449 | 0.07% | 0.11% | 957 | -5,300 | -31.07% | Q4 2025 | Jan 12, 2026 |
| Friday Financial | History | No change | 11,744 | 1,447 | 0.51% | 0.59% | 958 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Lifeworks Advisors, LLC | History | Added to | 11,714 | 1,443 | 0.19% | 0.17% | 959 | +1,247 | 11.91% | Q4 2025 | Feb 13, 2026 |
| Latitude Advisors, LLC | History | Added to | 11,663 | 1,437 | 0.63% | 0.6% | 960 | +737 | 6.75% | Q4 2025 | Jan 27, 2026 |
| Daybright Advisory Services, Inc. | History | New | 11,644 | 1,435 | 0.38% | — | 961 | +11,644 | New | Q4 2025 | Feb 12, 2026 |
| Texas Yale Capital Corp. | History | No change | 11,600 | 1,429 | 0.04% | 0.04% | 962 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Semus Wealth Partners LLC | History | Added to | 11,589 | 1,428 | 0.77% | 0.76% | 964 | +483 | 4.35% | Q4 2025 | Jan 27, 2026 |
| SK Wealth Management, LLC | History | Reduced | 11,431 | 1,428 | 0.4% | 0.53% | 963 | -321 | -2.73% | Q4 2025 | Jan 30, 2026 |
| Kessler Investment Group, LLC | History | Reduced | 11,583 | 1,427 | 0.6% | 0.64% | 965 | -688 | -5.61% | Q4 2025 | Feb 03, 2026 |
| LifeSteps Financial, Inc. | History | Reduced | 11,547 | 1,423 | 0.91% | 0.9% | 966 | -77 | -0.66% | Q4 2025 | Jan 28, 2026 |
| GWN SECURITIES INC. | History | Added to | 11,505 | 1,418 | 0.29% | 0.27% | 967 | +1,760 | 18.06% | Q4 2025 | Feb 11, 2026 |
| Moss Adams Wealth Advisors LLC | History | No change | 11,468 | 1,413 | 0.1% | 0.11% | 968 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Frisch Financial Group, Inc. | History | Added to | 11,453 | 1,411 | 0.32% | 0.18% | 969 | +5,124 | 80.96% | Q4 2025 | Feb 06, 2026 |
| Churchill Financial Advisors, LLC | History | New | 11,378 | 1,402 | 0.43% | — | 970 | +11,378 | New | Q4 2025 | Feb 09, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 11,365 | 1,400 | 0.08% | 0.08% | 971 | -798 | -6.56% | Q4 2025 | Feb 10, 2026 |
| MMA ASSET MANAGEMENT LLC | History | Reduced | 11,344 | 1,398 | 0.5% | 0.46% | 972 | -10 | -0.09% | Q4 2025 | Feb 03, 2026 |
| Krilogy Financial LLC | History | Reduced | 11,236 | 1,396 | 0.05% | 0.05% | 973 | -403 | -3.46% | Q4 2025 | Jan 27, 2026 |
| Beacon Bridge Wealth Partners, LLC | History | Reduced | 11,318 | 1,395 | 0.46% | 0.49% | 974 | -161 | -1.4% | Q4 2025 | Jan 27, 2026 |
| Pitcairn Wealth Advisors LLC | History | New | 11,317 | 1,394 | 0.13% | — | 975 | +11,317 | New | Q4 2025 | Feb 13, 2026 |
| Flagship Private Wealth, LLC | History | Added to | 11,281 | 1,390 | 0.55% | 0.54% | 976 | +57 | 0.51% | Q4 2025 | Feb 04, 2026 |
| Columbia River Financial Group, LLC | History | Reduced | 11,225 | 1,383 | 0.85% | 0.87% | 977 | -141 | -1.24% | Q4 2025 | Feb 12, 2026 |
| GREENWOOD GEARHART INC | History | Reduced | 11,209 | 1,381 | 0.08% | 0.08% | 978 | -996 | -8.16% | Q4 2025 | Feb 04, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | Added to | 11,154 | 1,374 | 0.02% | 0.02% | 979 | +2,156 | 23.96% | Q4 2025 | Jan 13, 2026 |
| Farmers & Merchants Trust Co of Long Beach | History | Reduced | 11,070 | 1,364 | 0.31% | 0.29% | 980 | -168 | -1.49% | Q4 2025 | Jan 29, 2026 |
| C2C Wealth Management, LLC | History | Reduced | 11,052 | 1,362 | 1.15% | 1.16% | 981 | -152 | -1.36% | Q4 2025 | Jan 21, 2026 |
| CFM WEALTH PARTNERS LLC | History | Reduced | 11,022 | 1,358 | 0.2% | 0.2% | 982 | -501 | -4.35% | Q4 2025 | Jan 27, 2026 |
| Continuum Advisory, LLC | History | Added to | 10,982 | 1,353 | 0.14% | 0.12% | 983 | +1,337 | 13.86% | Q4 2025 | Feb 11, 2026 |
| FIRST NATIONAL BANK SIOUX FALLS | History | No change | 10,967 | 1,351 | 0.4% | 0.41% | 984 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Crewe Advisors LLC | History | Added to | 10,909 | 1,344 | 0.12% | 0.06% | 985 | +5,630 | 106.65% | Q4 2025 | Jan 16, 2026 |
| Taylor Financial Group, Inc. | History | No change | 10,856 | 1,338 | 0.79% | 0.75% | 986 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| GatePass Capital, LLC | History | Added to | 10,847 | 1,337 | 0.69% | 0.54% | 987 | +3,043 | 38.99% | Q4 2025 | Feb 09, 2026 |
| Aurora Private Wealth, Inc. | History | New | 10,844 | 1,336 | 0.88% | — | 990 | +10,844 | New | Q4 2025 | Feb 02, 2026 |
| Facet Wealth, Inc. | History | Added to | 10,642 | 1,336 | 0.02% | 0.02% | 988 | +804 | 8.17% | Q4 2025 | Jan 29, 2026 |
| Oxinas Partners, LLC | History | Reduced | 10,845 | 1,336 | 0.64% | 0.74% | 989 | -645 | -5.61% | Q4 2025 | Jan 26, 2026 |
| Excelsior Advisor Network LLC | History | New | 10,810 | 1,332 | 0.65% | — | 991 | +10,810 | New | Q4 2025 | Feb 13, 2026 |
| Idaho Trust Co | History | Reduced | 10,760 | 1,326 | 0.44% | 0.47% | 992 | -870 | -7.48% | Q4 2025 | Feb 05, 2026 |
| Cooper Financial Group | History | Reduced | 10,756 | 1,325 | 0.14% | 0.16% | 993 | -1,068 | -9.03% | Q4 2025 | Jan 08, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Reduced | 10,715 | 1,320 | 0.21% | 0.24% | 994 | -293 | -2.66% | Q4 2025 | Feb 17, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 10,645 | 1,312 | 0.05% | 0.05% | 995 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Stockman Wealth Management, Inc. | History | Reduced | 10,629 | 1,310 | 0.15% | 0.16% | 996 | -68 | -0.64% | Q4 2025 | Jan 29, 2026 |
| Florida Trust Wealth Management Co | History | Reduced | 10,611 | 1,307 | 0.04% | 0.04% | 997 | -350 | -3.19% | Q4 2025 | Jan 20, 2026 |
| OFC FINANCIAL PLANNING, LLC | History | No change | 10,598 | 1,306 | 1.24% | 1.27% | 998 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Private Wealth Management Group, LLC | History | Added to | 10,548 | 1,300 | 0.35% | 0.32% | 999 | +784 | 8.03% | Q4 2025 | Jan 23, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Reduced | 10,500 | 1,294 | 0.05% | 0.05% | 1000 | -1,147 | -9.85% | Q4 2025 | Feb 13, 2026 |
| Sonoma Allocations LLC | History | Reduced | 10,379 | 1,291 | 0.43% | 0.45% | 1001 | -21 | -0.2% | Q4 2025 | Feb 23, 2026 |
| FIRST NATIONAL TRUST CO | History | No change | 10,470 | 1,290 | 0.04% | 0.04% | 1002 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 10,426 | 1,285 | 0.22% | 0.22% | 1003 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| TL Private Wealth | History | Added to | 10,302 | 1,284 | 0.49% | 0.47% | 1004 | +532 | 5.45% | Q4 2025 | Jan 12, 2026 |
| Winslow Capital Management, LLC | History | New | 10,414 | 1,283 | 0.0% | — | 1005 | +10,414 | New | Q4 2025 | Feb 12, 2026 |
| Clark Capital Management Group, Inc. | History | Added to | 10,391 | 1,280 | 0.01% | 0.01% | 1006 | +3,348 | 47.54% | Q4 2025 | Feb 17, 2026 |
| Brookwood Investment Group LLC | History | Reduced | 10,376 | 1,278 | 0.15% | 0.16% | 1007 | -18 | -0.17% | Q4 2025 | Jan 22, 2026 |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | History | No change | 10,356 | 1,276 | 0.35% | 0.36% | 1008 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Focused Wealth Management, Inc | History | Reduced | 10,341 | 1,274 | 0.13% | 0.14% | 1009 | -685 | -6.21% | Q4 2025 | Jan 29, 2026 |
| Evolution Wealth Advisors, LLC | History | Added to | 10,300 | 1,269 | 0.13% | 0.17% | 1010 | +70 | 0.68% | Q4 2025 | Jan 12, 2026 |
| Sage Mountain Advisors LLC | History | No change | 10,263 | 1,265 | 0.07% | 0.07% | 1011 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| TOMPKINS FINANCIAL CORP | History | Reduced | 10,254 | 1,263 | 0.1% | 0.13% | 1012 | -2,150 | -17.33% | Q4 2025 | Jan 08, 2026 |
| FORTE ASSET MANAGEMENT LLC | History | No change | 10,250 | 1,263 | 0.57% | 0.6% | 1013 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| McHugh Group, LLC | History | No change | 10,250 | 1,263 | 0.72% | 0.74% | 1014 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Formidable Asset Management, LLC | History | Reduced | 10,462 | 1,262 | 0.18% | 0.18% | 1015 | -12 | -0.11% | Q4 2025 | Jan 16, 2026 |
| Blankinship & Foster, LLC | History | Reduced | 10,222 | 1,260 | 0.27% | 0.29% | 1016 | -690 | -6.32% | Q4 2025 | Jan 23, 2026 |
| UNION SAVINGS BANK | History | New | 10,219 | 1,259 | 0.55% | — | 1017 | +10,219 | New | Q4 2025 | Mar 06, 2026 |
| FORTRESS FINANCIAL GROUP, LLC | History | No change | 10,215 | 1,259 | 0.93% | 0.95% | 1018 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 10,176 | 1,254 | 0.03% | 0.03% | 1019 | -291 | -2.78% | Q4 2025 | Jan 23, 2026 |
| Ballast Rock Private Wealth LLC | History | New | 10,141 | 1,250 | 0.78% | — | 1022 | +10,141 | New | Q4 2025 | Feb 04, 2026 |
| Berman McAleer LLC | History | Reduced | 10,145 | 1,250 | 0.17% | 0.19% | 1021 | -974 | -8.76% | Q4 2025 | Feb 05, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 10,143 | 1,250 | 0.03% | 0.03% | 1020 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Provenance Wealth Advisors, LLC | History | No change | 10,109 | 1,246 | 0.14% | 0.16% | 1023 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| GREENUP STREET WEALTH MANAGEMENT LLC | History | Reduced | 10,108 | 1,245 | 0.18% | 0.2% | 1024 | -525 | -4.94% | Q4 2025 | Jan 23, 2026 |
| Archford Capital Strategies, LLC | History | No change | 10,094 | 1,244 | 0.14% | 0.15% | 1025 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| One Day In July LLC | History | Added to | 10,051 | 1,238 | 0.1% | 0.1% | 1026 | +2 | 0.02% | Q4 2025 | Feb 04, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | Added to | 9,984 | 1,230 | 0.59% | 0.57% | 1027 | +150 | 1.53% | Q4 2025 | Feb 05, 2026 |
| BRASADA CAPITAL MANAGEMENT, LP | History | No change | 9,979 | 1,230 | 0.21% | 0.2% | 1028 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| IAMS WEALTH MANAGEMENT, LLC | History | Reduced | 9,912 | 1,221 | 0.44% | 0.5% | 1029 | -439 | -4.24% | Q4 2025 | Jan 26, 2026 |
| Lakeridge Wealth Management LLC | History | Reduced | 9,898 | 1,220 | 0.55% | 0.55% | 1030 | -313 | -3.07% | Q4 2025 | Jan 07, 2026 |
| Rockwood Wealth Management, LLC | History | No change | 9,833 | 1,212 | 0.09% | 0.09% | 1031 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Thrive Wealth Management, LLC | History | Reduced | 9,824 | 1,210 | 0.18% | 0.18% | 1032 | -35 | -0.36% | Q4 2025 | Jan 12, 2026 |
| IFG Advisors, LLC | History | Reduced | 9,810 | 1,209 | 0.2% | 0.2% | 1033 | -360 | -3.54% | Q4 2025 | Jan 13, 2026 |
| LTG Capital LLC | History | Reduced | 9,774 | 1,204 | 0.94% | 0.97% | 1034 | -396 | -3.89% | Q4 2025 | Feb 11, 2026 |
| ROBINSON SMITH WEALTH ADVISORS LLC | History | No change | 9,736 | 1,200 | 0.82% | 0.84% | 1035 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Eaton-Cambridge Inc. | History | No change | 9,739 | 1,200 | 0.39% | 0.41% | 1036 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| PFG Investments, LLC | History | Added to | 9,729 | 1,199 | 0.06% | 0.06% | 1037 | +191 | 2.0% | Q4 2025 | Jan 26, 2026 |
| Lantern Wealth Advisors, LLC | History | Added to | 9,719 | 1,198 | 0.64% | 0.61% | 1038 | +203 | 2.13% | Q4 2025 | Feb 17, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Added to | 9,708 | 1,196 | 0.18% | 0.1% | 1040 | +4,499 | 86.37% | Q4 2025 | Feb 09, 2026 |
| MOODY LYNN & LIEBERSON, LLC | History | No change | 9,704 | 1,196 | 0.06% | 0.06% | 1039 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| KWB Wealth | History | No change | 9,711 | 1,196 | 0.11% | 0.12% | 1041 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Americana Partners, LLC | History | Reduced | 9,595 | 1,182 | 0.03% | 0.04% | 1042 | -56 | -0.58% | Q4 2025 | Feb 06, 2026 |
| Clayton Financial Group LLC | History | Added to | 9,574 | 1,180 | 0.6% | 0.54% | 1043 | +3,402 | 55.12% | Q4 2025 | Jan 21, 2026 |
| RFG Advisory, LLC | History | Reduced | 9,573 | 1,179 | 0.02% | 0.03% | 1044 | -486 | -4.83% | Q4 2025 | Feb 03, 2026 |
| J. Safra Sarasin Holding AG | History | No change | 9,500 | 1,179 | 0.02% | 0.02% | 1045 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 9,534 | 1,175 | 0.09% | 0.09% | 1046 | -646 | -6.35% | Q4 2025 | Feb 13, 2026 |
| Capital Planning Advisors, LLC | History | No change | 9,507 | 1,171 | 0.16% | 0.16% | 1047 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Empirical Asset Management, LLC | History | Reduced | 9,480 | 1,168 | 0.33% | 0.34% | 1048 | -539 | -5.38% | Q4 2025 | Feb 06, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Added to | 9,460 | 1,166 | 0.04% | 0.04% | 1049 | +184 | 1.98% | Q4 2025 | Feb 17, 2026 |
| Ironwood Investment Counsel, LLC | History | Added to | 9,450 | 1,164 | 0.16% | 0.16% | 1050 | +257 | 2.8% | Q4 2025 | Feb 06, 2026 |
| Gilliland Jeter Wealth Management LLC | History | Added to | 9,436 | 1,163 | 0.35% | 0.28% | 1051 | +1,802 | 23.6% | Q4 2025 | Jan 23, 2026 |
| Oakworth Capital, Inc. | History | Reduced | 9,401 | 1,158 | 0.06% | 0.07% | 1052 | -538 | -5.41% | Q4 2025 | Jan 30, 2026 |
| CNB Bank | History | No change | 9,400 | 1,158 | 0.47% | 0.47% | 1053 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| BURNS J W & CO INC/NY | History | Added to | 9,389 | 1,157 | 0.13% | 0.12% | 1054 | +409 | 4.55% | Q4 2025 | Jan 12, 2026 |
| BEACON FINANCIAL GROUP | History | New | 9,362 | 1,153 | 0.11% | — | 1055 | +9,362 | New | Q4 2025 | Apr 01, 2026 |
| Legacy Wealth Partners, LLC | History | New | 9,358 | 1,153 | 0.3% | — | 1056 | +9,358 | New | Q4 2025 | Feb 17, 2026 |
| Seneca House Advisors | History | Reduced | 9,343 | 1,151 | 0.43% | 0.46% | 1057 | -164 | -1.73% | Q4 2025 | Feb 17, 2026 |
| Wedmont Private Capital | History | Reduced | 9,225 | 1,150 | 0.04% | 0.04% | 1058 | -502 | -5.16% | Q4 2025 | Jan 08, 2026 |
| Azimuth Capital Investment Management LLC | History | Reduced | 9,325 | 1,149 | 0.04% | 0.04% | 1059 | -383 | -3.95% | Q4 2025 | Feb 12, 2026 |
| CONSILIO WEALTH ADVISORS, LLC | History | New | 9,316 | 1,148 | 0.34% | — | 1060 | +9,316 | New | Q4 2025 | Mar 19, 2026 |
| Petix & Botte Co | History | Reduced | 9,304 | 1,146 | 0.26% | 0.27% | 1061 | -276 | -2.88% | Q4 2025 | Feb 05, 2026 |
| CHILTON INVESTMENT CO INC. | History | No change | 9,275 | 1,143 | 0.02% | 0.02% | 1062 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 9,258 | 1,141 | 0.05% | 0.05% | 1063 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Crescent Grove Advisors, LLC | History | Reduced | 9,251 | 1,140 | 0.11% | 0.11% | 1064 | -40 | -0.43% | Q4 2025 | Feb 11, 2026 |
| Arcadia Wealth Management, LLC | History | Added to | 9,253 | 1,140 | 0.42% | 0.44% | 1065 | +37 | 0.4% | Q4 2025 | Feb 03, 2026 |
| BEACON INVESTMENT ADVISORS LLC | History | No change | 9,200 | 1,133 | 0.45% | 0.45% | 1066 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Pacific Point Advisors, LLC | History | No change | 9,200 | 1,133 | 0.61% | 0.65% | 1067 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| STERLING INVESTMENT ADVISORS LLC /ADV | History | Reduced | 9,190 | 1,132 | 0.55% | 0.57% | 1068 | -414 | -4.31% | Q4 2025 | Jan 14, 2026 |
| RHL GROUP, LLC | History | New | 9,141 | 1,126 | 0.91% | — | 1069 | +9,141 | New | Q4 2025 | Feb 09, 2026 |
| Breachway Investments LLC | History | New | 9,118 | 1,123 | 1.18% | — | 1071 | +9,118 | New | Q4 2025 | Jan 27, 2026 |
| Talisman Wealth Advisors LLC | History | Added to | 9,088 | 1,123 | 0.87% | 0.77% | 1070 | +1,355 | 17.52% | Q4 2025 | Feb 20, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 9,108 | 1,122 | 0.0% | 0.0% | 1072 | -6,221 | -40.58% | Q4 2025 | Feb 17, 2026 |
| KFA Private Wealth Group, LLC | History | Added to | 9,103 | 1,122 | 0.27% | 0.26% | 1073 | +1,681 | 22.65% | Q4 2025 | Jan 07, 2026 |
| Verum Partners LLC | History | Reduced | 9,080 | 1,119 | 0.23% | 0.24% | 1074 | -92 | -1.0% | Q4 2025 | Jan 14, 2026 |
| FFT WEALTH MANAGEMENT LLC | History | Reduced | 9,065 | 1,117 | 0.21% | 0.24% | 1075 | -1,607 | -15.06% | Q4 2025 | Feb 09, 2026 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | History | No change | 8,880 | 1,114 | 0.01% | 0.01% | 1076 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Game Plan Financial Advisors, LLC | History | No change | 9,036 | 1,113 | 0.45% | 0.45% | 1077 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 9,009 | 1,110 | 0.2% | 0.02% | 1078 | +684 | 8.22% | Q4 2025 | Mar 04, 2026 |
| Aaron Wealth Advisors LLC | History | No change | 9,003 | 1,109 | 0.06% | 0.06% | 1079 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 8,992 | 1,108 | 0.07% | 0.06% | 1080 | -181 | -1.97% | Q4 2025 | Feb 17, 2026 |
| Vident Advisory, LLC | History | Reduced | 8,977 | 1,106 | 0.01% | 0.01% | 1081 | -447 | -4.74% | Q4 2025 | Feb 18, 2026 |
| MN Wealth Advisors, LLC | History | Added to | 8,974 | 1,106 | 0.56% | 0.56% | 1082 | +246 | 2.82% | Q4 2025 | Feb 02, 2026 |
| Neumann Capital Management, LLC | History | No change | 8,950 | 1,103 | 0.32% | 0.32% | 1083 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| MONEYWISE, INC. | History | Reduced | 8,907 | 1,097 | 0.46% | 0.5% | 1084 | -187 | -2.06% | Q4 2025 | Feb 05, 2026 |
| Milestone Asset Management Group, LLC | History | Reduced | 8,903 | 1,097 | 0.62% | 0.69% | 1085 | -127 | -1.41% | Q4 2025 | Feb 03, 2026 |
| Lloyd Advisory Services, LLC. | History | Added to | 8,897 | 1,096 | 0.43% | 0.43% | 1087 | +1,255 | 16.42% | Q4 2025 | Feb 06, 2026 |
| Reynders McVeigh Capital Management, LLC | History | No change | 8,895 | 1,096 | 0.05% | 0.05% | 1086 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| ATTICUS WEALTH MANAGEMENT, LLC | History | Added to | 8,827 | 1,088 | 0.27% | 0.27% | 1089 | +101 | 1.16% | Q4 2025 | Feb 09, 2026 |
| Sage Financial Management Group, Inc. | History | Reduced | 8,827 | 1,088 | 0.33% | 0.34% | 1088 | -93 | -1.04% | Q4 2025 | Feb 05, 2026 |
| Proactive Wealth Strategies LLC | History | Added to | 8,817 | 1,086 | 0.43% | 0.45% | 1090 | +86 | 0.98% | Q4 2025 | Feb 05, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 8,778 | 1,082 | 0.06% | 0.06% | 1091 | +1,918 | 27.96% | Q4 2025 | Feb 10, 2026 |
| JNBA Financial Advisors | History | Reduced | 8,782 | 1,082 | 0.09% | 0.1% | 1092 | -154 | -1.72% | Q4 2025 | Jan 26, 2026 |
| Stratos Investment Management, LLC | History | Reduced | 8,778 | 1,082 | 0.04% | 0.04% | 1093 | -93 | -1.05% | Q4 2025 | Jan 20, 2026 |
| NorthLanding Financial Partners, LLC | History | Reduced | 8,747 | 1,078 | 0.87% | 0.9% | 1094 | -168 | -1.88% | Q4 2025 | Jan 26, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 8,744 | 1,077 | 0.0% | 0.0% | 1095 | +1,120 | 14.69% | Q4 2025 | Feb 17, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 8,745 | 1,077 | 0.09% | 0.09% | 1096 | +28 | 0.32% | Q4 2025 | Feb 04, 2026 |
| 71 West Capital Partners | History | New | 8,708 | 1,073 | 0.05% | — | 1097 | +8,708 | New | Q4 2025 | Feb 17, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 8,534 | 1,051 | 0.01% | 0.01% | 1098 | -345 | -3.89% | Q4 2025 | Jan 27, 2026 |
| WATERSHED PRIVATE WEALTH LLC | History | No change | 8,510 | 1,048 | 0.31% | 0.32% | 1099 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 8,502 | 1,047 | 0.0% | 0.0% | 1100 | +1,165 | 15.88% | Q4 2025 | Feb 12, 2026 |
| CRA Financial Services, LLC | History | Added to | 8,500 | 1,047 | 0.14% | 0.14% | 1101 | +15 | 0.18% | Q4 2025 | Jan 16, 2026 |
| Balance Wealth, LLC | History | Reduced | 8,472 | 1,044 | 0.34% | 0.25% | 1103 | -44 | -0.52% | Q4 2025 | Jan 21, 2026 |
| 4J Wealth Management LLC | History | No change | 8,477 | 1,044 | 0.6% | 0.6% | 1102 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Chancellor Financial Group WB LP | History | Reduced | 8,435 | 1,039 | 0.7% | 0.75% | 1105 | -399 | -4.52% | Q4 2025 | Feb 05, 2026 |
| GRANDFIELD & DODD, LLC | History | Added to | 8,433 | 1,039 | 0.06% | 0.06% | 1104 | +3 | 0.04% | Q4 2025 | Feb 10, 2026 |
| FSM Wealth Advisors, LLC | History | No change | 8,344 | 1,028 | 0.14% | 0.14% | 1106 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Quartz Partners, LLC | History | Added to | 8,334 | 1,027 | 0.38% | 0.32% | 1107 | +983 | 13.37% | Q4 2025 | Feb 13, 2026 |
| Buska Wealth Management, LLC | History | Reduced | 8,322 | 1,025 | 0.38% | 0.32% | 1109 | -535 | -6.04% | Q4 2025 | Jan 22, 2026 |
| Tarbox Family Office, Inc. | History | No change | 8,323 | 1,025 | 0.16% | 0.15% | 1108 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| DURANTE & WATERS, LLC | History | No change | 8,300 | 1,023 | 0.71% | 0.74% | 1110 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| American Financial Advisors, LLC | History | Reduced | 8,262 | 1,018 | 0.13% | 0.13% | 1111 | -191 | -2.26% | Q4 2025 | Feb 03, 2026 |
| CATALYST FINANCIAL PARTNERS LLC | History | Reduced | 8,257 | 1,017 | 0.11% | 0.12% | 1112 | -140 | -1.67% | Q4 2025 | Feb 04, 2026 |
| STOCK YARDS BANK & TRUST CO | History | Reduced | 8,229 | 1,014 | 0.03% | 0.03% | 1113 | -142 | -1.7% | Q4 2025 | Jan 21, 2026 |
| Wagner Wealth Management, Corp | History | New | 8,214 | 1,012 | 1.0% | — | 1115 | +8,214 | New | Q4 2025 | Feb 12, 2026 |
| Processus Wealth & Capital Management, LLC | History | Reduced | 8,212 | 1,012 | 0.67% | 0.72% | 1114 | -143 | -1.71% | Q4 2025 | Jan 07, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Added to | 8,191 | 1,009 | 0.83% | 0.64% | 1116 | +3,023 | 58.49% | Q4 2025 | Feb 10, 2026 |
| Apollon Financial, LLC | History | Added to | 8,162 | 1,006 | 0.15% | 0.14% | 1118 | +1,211 | 17.42% | Q4 2025 | Jan 22, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 8,166 | 1,006 | 0.02% | 0.02% | 1117 | +309 | 3.93% | Q4 2025 | Jan 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 8,147 | 1,004 | 0.0% | 0.0% | 1119 | -361 | -4.24% | Q4 2025 | Feb 12, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Reduced | 8,115 | 1,000 | 0.03% | 0.04% | 1120 | -2,229 | -21.55% | Q4 2025 | Jan 12, 2026 |
| FOSTER DYKEMA CABOT & PARTNERS, LLC | History | No change | 8,043 | 991 | 0.06% | 0.06% | 1121 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| BANK OF STOCKTON | History | Reduced | 8,027 | 989 | 0.28% | 0.33% | 1122 | -1,515 | -15.88% | Q4 2025 | Jan 21, 2026 |
| SHEPHERD KAPLAN KROCHUK, LLC | History | Added to | 7,939 | 978 | 0.81% | 0.79% | 1123 | +1 | 0.01% | Q4 2025 | Feb 13, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Reduced | 7,882 | 971 | 0.05% | 0.05% | 1124 | -522 | -6.21% | Q4 2025 | Feb 06, 2026 |
| NORDEN GROUP LLC | History | Reduced | 7,871 | 970 | 0.09% | 0.22% | 1126 | -9,745 | -55.32% | Q4 2025 | Jan 13, 2026 |
| Welch Group, LLC | History | Reduced | 7,875 | 970 | 0.04% | 0.04% | 1125 | -304 | -3.72% | Q4 2025 | Jan 26, 2026 |
| CITY HOLDING CO | History | Reduced | 7,863 | 969 | 0.12% | 0.13% | 1127 | -739 | -8.59% | Q4 2025 | Jan 22, 2026 |
| FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | History | Added to | 7,859 | 968 | 0.18% | 0.18% | 1128 | +100 | 1.29% | Q4 2025 | Jan 29, 2026 |
| Opal Wealth Advisors, LLC | History | Added to | 7,848 | 967 | 0.25% | 0.2% | 1129 | +1,860 | 31.06% | Q4 2025 | Jan 26, 2026 |
| Financial Partners Group, Inc | History | Reduced | 7,799 | 966 | 0.11% | 0.12% | 1130 | -108 | -1.37% | Q4 2025 | Feb 03, 2026 |
| SIGMA INVESTMENT COUNSELORS INC | History | Reduced | 7,794 | 960 | 0.05% | 0.05% | 1131 | -512 | -6.16% | Q4 2025 | Feb 03, 2026 |
| Elevated Capital Advisors, LLC | History | Reduced | 7,790 | 960 | 0.22% | 0.24% | 1132 | -275 | -3.41% | Q4 2025 | Jan 27, 2026 |
| WELCH & FORBES LLC | History | Added to | 7,767 | 957 | 0.01% | 0.01% | 1133 | +78 | 1.01% | Q4 2025 | Feb 10, 2026 |
| KRM WEALTH MANAGEMENT L.L.C. | History | New | 7,748 | 955 | 0.52% | — | 1134 | +7,748 | New | Q4 2025 | Apr 07, 2026 |
| MidAtlantic Capital Management, Inc. | History | Reduced | 7,744 | 954 | 0.61% | 0.86% | 1136 | -2,732 | -26.08% | Q4 2025 | Feb 10, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | Added to | 7,747 | 954 | 0.07% | 0.07% | 1135 | +112 | 1.47% | Q4 2025 | Feb 09, 2026 |
| Bedminster, LLC | History | New | 7,736 | 953 | 0.88% | — | 1137 | +7,736 | New | Q4 2025 | Feb 05, 2026 |
| BCS Wealth Management | History | Added to | 7,726 | 952 | 0.1% | 0.11% | 1138 | +3,863 | 100.0% | Q4 2025 | Jan 26, 2026 |
| Arbor Investment Advisors, LLC | History | No change | 7,685 | 947 | 0.12% | 0.12% | 1139 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| GDS Wealth Management | History | Added to | 7,662 | 944 | 0.06% | 0.06% | 1140 | +189 | 2.53% | Q4 2025 | Feb 02, 2026 |
| SageView Advisory Group, LLC | History | Reduced | 7,633 | 940 | 0.03% | 0.04% | 1141 | -1,166 | -13.25% | Q4 2025 | Feb 17, 2026 |
| Tidemark, LLC | History | Reduced | 7,569 | 933 | 0.27% | 0.27% | 1142 | -4 | -0.05% | Q4 2025 | Feb 10, 2026 |
| Capital Group Private Client Services, Inc. | History | Reduced | 7,536 | 928 | 0.01% | 0.02% | 1144 | -130 | -1.7% | Q4 2025 | Feb 11, 2026 |
| Wallington Asset Management, LLC | History | No change | 7,534 | 928 | 0.12% | 0.12% | 1143 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Chesley Taft & Associates LLC | History | Added to | 7,521 | 926 | 0.04% | 0.04% | 1145 | +1 | 0.01% | Q4 2025 | Jan 14, 2026 |
| Coastal Bridge Advisors, LLC | History | Added to | 7,438 | 916 | 0.07% | 0.07% | 1146 | +3 | 0.04% | Q4 2025 | Feb 18, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Added to | 7,398 | 911 | 0.11% | 0.09% | 1147 | +1,368 | 22.69% | Q4 2025 | Feb 13, 2026 |
| NCM Capital Management, LLC | History | Added to | 7,393 | 911 | 0.34% | 0.34% | 1148 | +193 | 2.68% | Q4 2025 | Mar 02, 2026 |
| VERUS WEALTH MANAGEMENT, LLC | History | No change | 7,368 | 908 | 0.85% | 0.83% | 1149 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Farmers National Bank | History | New | 7,332 | 903 | 0.2% | — | 1150 | +7,332 | New | Q4 2025 | Mar 12, 2026 |
| All Terrain Financial Advisors, LLC | History | No change | 7,318 | 902 | 0.21% | 0.22% | 1151 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| CULBERTSON A N & CO INC | History | Reduced | 7,297 | 899 | 0.12% | 0.13% | 1152 | -75 | -1.02% | Q4 2025 | Jan 21, 2026 |
| MIDDLETON & CO INC/MA | History | Reduced | 7,290 | 898 | 0.1% | 0.1% | 1153 | -250 | -3.32% | Q4 2025 | Jan 29, 2026 |
| STEPHEN J. GARRY & ASSOCIATES, LLC | History | Reduced | 7,290 | 898 | 0.71% | 0.71% | 1154 | -80 | -1.09% | Q4 2025 | Jan 16, 2026 |
| Rossby Financial, LCC | History | Added to | 7,280 | 897 | 0.28% | 0.27% | 1155 | +330 | 4.75% | Q4 2025 | Feb 12, 2026 |
| MERIDIAN MANAGEMENT CO | History | No change | 7,272 | 896 | 0.22% | 0.23% | 1156 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| DAVIS R M INC | History | Added to | 7,246 | 893 | 0.02% | 0.01% | 1157 | +183 | 2.59% | Q4 2025 | Feb 12, 2026 |
| Total Clarity Wealth Management, Inc. | History | Reduced | 7,214 | 889 | 0.21% | 0.24% | 1158 | -305 | -4.06% | Q4 2025 | Feb 02, 2026 |
| HMS Capital Management, LLC | History | Reduced | 7,210 | 888 | 0.37% | 0.37% | 1159 | -76 | -1.04% | Q4 2025 | Jan 16, 2026 |
| Bank of New Hampshire | History | New | 7,162 | 882 | 0.2% | — | 1161 | +7,162 | New | Q4 2025 | Mar 16, 2026 |
| BDFS Capital LLC | History | New | 7,159 | 882 | 0.45% | — | 1163 | +7,159 | New | Q4 2025 | Feb 26, 2026 |
| QTR Family Wealth, LLC | History | Reduced | 7,240 | 882 | 0.39% | 0.47% | 1162 | -979 | -11.91% | Q4 2025 | Feb 13, 2026 |
| HUB Investment Partners, LLC | History | Reduced | 7,158 | 882 | 0.02% | 0.03% | 1160 | -31 | -0.43% | Q4 2025 | Feb 17, 2026 |
| Single Point Partners, LLC | History | Reduced | 7,121 | 877 | 0.17% | 0.18% | 1164 | -177 | -2.43% | Q4 2025 | Jan 26, 2026 |
| Vigil Wealth Management, LLC | History | New | 7,091 | 874 | 0.73% | — | 1165 | +7,091 | New | Q4 2025 | Feb 10, 2026 |
| Trust Co of the South | History | Added to | 7,083 | 873 | 0.14% | 0.11% | 1166 | +1,538 | 27.74% | Q4 2025 | Jan 05, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Added to | 7,079 | 872 | 0.12% | 0.12% | 1167 | +551 | 8.44% | Q4 2025 | Feb 17, 2026 |
| May Barnhard Investments LLC | History | Reduced | 7,074 | 871 | 0.41% | 0.4% | 1169 | -39 | -0.55% | Q4 2025 | Jan 28, 2026 |
| Investment Research & Advisory Group, Inc. | History | Added to | 7,068 | 871 | 0.29% | 0.29% | 1168 | +8 | 0.11% | Q4 2025 | Jan 20, 2026 |
| Manhattan West Asset Management, LLC | History | Reduced | 7,063 | 870 | 0.18% | 0.2% | 1170 | -876 | -11.03% | Q4 2025 | Feb 02, 2026 |
| Birch Hill Investment Advisors LLC | History | No change | 7,051 | 869 | 0.04% | 0.04% | 1171 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| TFO Wealth Partners, LLC | History | Added to | 7,048 | 868 | 0.13% | 0.09% | 1172 | +2,678 | 61.28% | Q4 2025 | Feb 05, 2026 |
| SeaCrest Wealth Management, LLC | History | Added to | 6,962 | 868 | 0.09% | 0.08% | 1173 | +865 | 14.19% | Q4 2025 | Jan 12, 2026 |
| HCR Wealth Advisors | History | Added to | 7,042 | 867 | 0.09% | 0.09% | 1174 | +2 | 0.03% | Q4 2025 | Jan 27, 2026 |
| Legend Capital Advisors LLC | History | New | 7,020 | 865 | 0.48% | — | 1175 | +7,020 | New | Q4 2025 | Feb 17, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | Reduced | 7,002 | 863 | 0.28% | 0.29% | 1176 | -163 | -2.27% | Q4 2025 | Jan 27, 2026 |
| CWA Asset Management Group, LLC | History | Reduced | 7,001 | 862 | 0.03% | 0.03% | 1177 | -87 | -1.23% | Q4 2025 | Jan 07, 2026 |
| LANE BROTHERS & CO INC | History | New | 6,985 | 861 | 0.62% | — | 1178 | +6,985 | New | Q4 2025 | Mar 13, 2026 |
| Old Port Advisors | History | Reduced | 6,980 | 860 | 0.21% | 0.25% | 1179 | -1,306 | -15.76% | Q4 2025 | Jan 08, 2026 |
| HARVEY CAPITAL MANAGEMENT INC | History | No change | 6,975 | 859 | 0.18% | 0.18% | 1180 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Van Hulzen Asset Management, LLC | History | Added to | 6,956 | 857 | 0.06% | 0.06% | 1181 | +41 | 0.59% | Q4 2025 | Feb 06, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | No change | 7,096 | 857 | 0.19% | 0.22% | 1182 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Annandale Capital, LLC | History | No change | 6,952 | 857 | 0.1% | 0.14% | 1183 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Activest Wealth Management | History | Added to | 6,950 | 856 | 0.16% | 0.08% | 1184 | +3,553 | 104.59% | Q4 2025 | Jan 30, 2026 |
| CRUX WEALTH ADVISORS | History | Added to | 6,942 | 855 | 0.32% | 0.23% | 1185 | +2,056 | 42.08% | Q4 2025 | Jan 21, 2026 |
| Hyundai Investments Co., Ltd. | History | New | 6,845 | 849 | 0.83% | — | 1186 | +6,845 | New | Q4 2025 | Feb 17, 2026 |
| GAMMA Investing LLC | History | No change | 6,889 | 849 | 0.04% | 0.05% | 1187 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Blue Capital, Inc. | History | Added to | 6,880 | 848 | 0.6% | 0.55% | 1189 | +694 | 11.22% | Q4 2025 | Feb 23, 2026 |
| RPS ADVISORY SOLUTIONS LLC | History | Reduced | 6,880 | 848 | 0.4% | 0.43% | 1188 | -339 | -4.7% | Q4 2025 | Feb 06, 2026 |
| Mainstream Capital Management LLC | History | Reduced | 6,867 | 846 | 0.55% | 0.59% | 1190 | -529 | -7.15% | Q4 2025 | Jan 21, 2026 |
| Geometric Wealth Advisors | History | No change | 6,832 | 842 | 0.11% | 0.11% | 1191 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 6,790 | 836 | 0.03% | 0.03% | 1192 | -195 | -2.79% | Q4 2025 | Feb 04, 2026 |
| CASTLE WEALTH MANAGEMENT LLC | History | No change | 6,768 | 834 | 0.28% | 0.28% | 1193 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| New Republic Capital, LLC | History | Added to | 6,761 | 833 | 0.22% | 0.19% | 1195 | +1,642 | 32.08% | Q4 2025 | Feb 10, 2026 |
| Oxler Private Wealth LLC | History | Added to | 6,760 | 833 | 0.24% | 0.24% | 1194 | +6 | 0.09% | Q4 2025 | Jan 23, 2026 |
| Affinity Capital Advisors, LLC | History | Added to | 6,729 | 829 | 0.11% | 0.12% | 1196 | +408 | 6.45% | Q4 2025 | Jan 09, 2026 |
| Weaver Consulting Group | History | Reduced | 6,693 | 825 | 0.2% | 0.21% | 1197 | -248 | -3.57% | Q4 2025 | Feb 10, 2026 |
| First County Bank /CT/ | History | No change | 6,671 | 822 | 0.43% | 0.41% | 1198 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Everhart Financial Group, Inc. | History | Added to | 6,596 | 813 | 0.08% | 0.08% | 1199 | +293 | 4.65% | Q4 2025 | Jan 07, 2026 |
| Independent Advisor Alliance | History | Added to | 6,594 | 812 | 0.02% | 0.01% | 1200 | +2,778 | 72.8% | Q4 2025 | Feb 04, 2026 |
| Claro Advisors Inc. | History | Reduced | 6,594 | 812 | 0.11% | 0.12% | 1201 | -214 | -3.14% | Q4 2025 | Feb 17, 2026 |
| STRATEGY ASSET MANAGERS LLC | History | Added to | 6,571 | 809 | 0.13% | 0.04% | 1202 | +4,688 | 248.96% | Q4 2025 | Feb 11, 2026 |
| Kestra Investment Management, LLC | History | Reduced | 6,562 | 808 | 0.02% | 0.02% | 1203 | -136 | -2.03% | Q4 2025 | Feb 09, 2026 |
| Evergreen Private Wealth LLC | History | Reduced | 6,539 | 806 | 0.32% | 0.34% | 1205 | -446 | -6.39% | Q4 2025 | Jan 28, 2026 |
| PARK NATIONAL CORP /OH/ | History | No change | 6,541 | 806 | 0.03% | 0.02% | 1204 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| GEN Financial Management, INC. | History | Reduced | 6,535 | 805 | 0.51% | 0.68% | 1206 | -34 | -0.52% | Q4 2025 | Jan 15, 2026 |
| ProVise Management Group, LLC | History | Reduced | 6,519 | 803 | 0.06% | 0.06% | 1207 | -65 | -0.99% | Q4 2025 | Jan 29, 2026 |
| Elevation Wealth Management LLC | History | New | 6,502 | 801 | 0.77% | — | 1208 | +6,502 | New | Q4 2025 | Feb 12, 2026 |
| Aureum Wealth Management, LLC | History | New | 6,483 | 799 | 0.74% | — | 1211 | +6,483 | New | Q4 2025 | Jan 28, 2026 |
| Huntleigh Advisors, Inc. | History | Reduced | 6,488 | 799 | 0.13% | 0.14% | 1210 | -108 | -1.64% | Q4 2025 | Jan 29, 2026 |
| DIMENSION CAPITAL MANAGEMENT LLC | History | No change | 6,490 | 799 | 0.11% | 0.11% | 1209 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Pacific Excel Wealth Advisors, Inc. | History | New | 6,453 | 795 | 1.5% | — | 1212 | +6,453 | New | Q4 2025 | Feb 18, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | Reduced | 6,413 | 790 | 0.05% | 0.05% | 1213 | -123 | -1.88% | Q4 2025 | Jan 21, 2026 |
| One Wealth Management Investment & Advisory Services, LLC | History | Reduced | 6,410 | 790 | 0.86% | 0.91% | 1214 | -71 | -1.1% | Q4 2025 | Jan 14, 2026 |
| tru Independence LLC | History | Added to | 6,403 | 789 | 0.2% | 0.2% | 1215 | +2 | 0.03% | Q4 2025 | Jan 22, 2026 |
| Intergy Private Wealth, LLC | History | No change | 6,404 | 789 | 0.24% | 0.24% | 1216 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Added to | 6,399 | 788 | 0.15% | 0.14% | 1217 | +628 | 10.88% | Q4 2025 | Feb 09, 2026 |
| Baker Avenue Asset Management, LP | History | No change | 6,383 | 786 | 0.02% | 0.02% | 1218 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Community Bank, N.A. | History | No change | 6,365 | 784 | 0.09% | 0.09% | 1219 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Williams Jones Wealth Management, LLC. | History | No change | 6,338 | 781 | 0.01% | 0.01% | 1220 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Clark Wealth Partners | History | No change | 6,335 | 780 | 0.48% | 0.48% | 1221 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Dakota Wealth Management | History | Added to | 6,325 | 779 | 0.01% | 0.01% | 1223 | +924 | 17.11% | Q4 2025 | Jan 13, 2026 |
| GUYASUTA INVESTMENT ADVISORS INC | History | No change | 6,324 | 779 | 0.04% | 0.04% | 1222 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | History | Added to | 6,318 | 778 | 0.19% | 0.13% | 1224 | +1,573 | 33.15% | Q4 2025 | Jan 08, 2026 |
| Integrated Capital Management, LLC | History | Added to | 6,313 | 778 | 0.33% | 0.35% | 1225 | +7 | 0.11% | Q4 2025 | Jan 26, 2026 |
| WIMMER ASSOCIATES 1, LLC | History | No change | 6,300 | 776 | 0.36% | 0.37% | 1226 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 6,284 | 774 | 0.01% | 0.01% | 1227 | -3,254 | -34.12% | Q4 2025 | Feb 13, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Reduced | 6,267 | 772 | 0.02% | 0.02% | 1228 | -161 | -2.5% | Q4 2025 | Feb 13, 2026 |
| MONOGRAPH WEALTH ADVISORS, LLC | History | No change | 6,256 | 771 | 0.08% | 0.08% | 1229 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| ABLE Financial Group, LLC | History | Added to | 6,247 | 770 | 0.16% | 0.16% | 1230 | +231 | 3.84% | Q4 2025 | Jan 23, 2026 |
| Midwest Capital Advisors, LLC | History | Added to | 6,248 | 770 | 0.37% | 0.36% | 1231 | +6 | 0.1% | Q4 2025 | Jan 29, 2026 |
| Caprock Group, LLC | History | Reduced | 6,228 | 767 | 0.02% | 0.02% | 1232 | -578 | -8.49% | Q4 2025 | Jan 28, 2026 |
| Pinnacle Family Advisors, LLC | History | Reduced | 6,226 | 767 | 0.34% | 0.34% | 1233 | -286 | -4.39% | Q4 2025 | Feb 17, 2026 |
| Meramec Financial Planners, LLC | History | New | 6,326 | 766 | 0.3% | — | 1236 | +6,326 | New | Q4 2025 | Feb 10, 2026 |
| Legacy Edge Advisors, LLC | History | New | 6,219 | 766 | 0.08% | — | 1237 | +6,219 | New | Q4 2025 | Feb 02, 2026 |
| TFB Advisors LLC | History | Reduced | 6,216 | 766 | 0.21% | 0.22% | 1235 | -107 | -1.69% | Q4 2025 | Feb 13, 2026 |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | History | No change | 6,320 | 766 | 0.11% | 0.13% | 1234 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| HRT FINANCIAL LP | History | Reduced | 6,188 | 762 | 0.0% | 0.01% | 1238 | -8,241 | -57.11% | Q4 2025 | Feb 12, 2026 |
| Legacy Capital Group California, Inc. | History | Added to | 6,185 | 762 | 0.18% | 0.18% | 1239 | +281 | 4.76% | Q4 2025 | Jan 28, 2026 |
| NBT BANK N A /NY | History | Added to | 6,112 | 760 | 0.05% | 0.05% | 1240 | +132 | 2.21% | Q4 2025 | Jan 23, 2026 |
| CGN Advisors LLC | History | No change | 6,169 | 760 | 0.06% | 0.06% | 1241 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| CERTUITY, LLC | History | No change | 6,127 | 755 | 0.05% | 0.05% | 1242 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| FLP Wealth Management, LLC | History | Added to | 16,024 | 754 | 1.78% | 1.63% | 1243 | +11,216 | 233.28% | Q4 2025 | Jan 20, 2026 |
| Brio Consultants, LLC | History | Reduced | 6,115 | 753 | 0.1% | 0.1% | 1244 | -120 | -1.92% | Q4 2025 | Feb 04, 2026 |
| SkyOak Wealth, LLC | History | Reduced | 6,104 | 752 | 0.14% | 0.14% | 1245 | -170 | -2.71% | Q4 2025 | Feb 05, 2026 |
| Journey Advisory Group, LLC | History | Reduced | 6,108 | 752 | 0.06% | 0.05% | 1246 | -45 | -0.73% | Q4 2025 | Jan 27, 2026 |
| Solano Wealth Investment Advisors LLC | History | No change | 6,101 | 752 | 0.37% | 0.36% | 1247 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| COLTON GROOME FINANCIAL ADVISORS, LLC | History | Reduced | 6,056 | 746 | 0.21% | 0.23% | 1248 | -61 | -1.0% | Q4 2025 | Feb 10, 2026 |
| Keel Point, LLC | History | New | 6,046 | 745 | 0.04% | — | 1249 | +6,046 | New | Q4 2025 | Feb 12, 2026 |
| Fulcrum Equity Management | History | Reduced | 6,038 | 744 | 0.71% | 0.76% | 1250 | -198 | -3.18% | Q4 2025 | Jan 06, 2026 |
| Berger Financial Group, Inc | History | Added to | 6,000 | 739 | 0.04% | 0.04% | 1251 | +46 | 0.77% | Q4 2025 | Jan 27, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 5,990 | 738 | 0.03% | 0.03% | 1252 | +31 | 0.52% | Q4 2025 | Jan 21, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 5,974 | 736 | 0.23% | 0.59% | 1253 | +1,020 | 20.59% | Q4 2025 | Feb 17, 2026 |
| VICUS CAPITAL | History | Added to | 5,967 | 735 | 0.06% | 0.05% | 1254 | +979 | 19.63% | Q4 2025 | Jan 22, 2026 |
| Bare Financial Services, Inc | History | Reduced | 5,953 | 733 | 0.2% | 0.28% | 1255 | -1,835 | -23.56% | Q4 2025 | Feb 06, 2026 |
| Wealthquest Corp | History | New | 5,931 | 731 | 0.06% | — | 1256 | +5,931 | New | Q4 2025 | Feb 09, 2026 |
| Rinkey Investments | History | Reduced | 5,934 | 731 | 0.19% | 0.2% | 1257 | -297 | -4.77% | Q4 2025 | Feb 04, 2026 |
| NWF Advisory Services Inc. | History | Added to | 5,923 | 730 | 0.08% | 0.07% | 1258 | +659 | 12.52% | Q4 2025 | Mar 03, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 5,900 | 727 | 0.0% | 26.27% | 1259 | -40,981 | -87.41% | Q4 2025 | Feb 17, 2026 |
| CPC Advisors, LLC | History | Added to | 5,797 | 714 | 0.07% | 0.06% | 1260 | +1,132 | 24.27% | Q4 2025 | Jan 28, 2026 |
| BAM Wealth Management, LLC | History | Reduced | 5,787 | 713 | 0.52% | 0.55% | 1261 | -78 | -1.33% | Q4 2025 | Jan 20, 2026 |
| Valpey Financial Services, LLC | History | Reduced | 5,779 | 712 | 0.45% | 0.47% | 1262 | -162 | -2.73% | Q4 2025 | Mar 04, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 5,762 | 710 | 0.0% | 0.0% | 1263 | +3,791 | 192.34% | Q4 2025 | Feb 13, 2026 |
| Diversified Enterprises, LLC | History | Reduced | 5,762 | 710 | 0.04% | 0.05% | 1264 | -49 | -0.84% | Q4 2025 | Jan 28, 2026 |
| Tortoise Investment Management, LLC | History | Added to | 5,722 | 705 | 0.06% | 0.06% | 1265 | +3 | 0.05% | Q4 2025 | Feb 06, 2026 |
| CWS Financial Advisors, LLC | History | Added to | 5,725 | 705 | 0.19% | 0.19% | 1266 | +2 | 0.03% | Q4 2025 | Feb 06, 2026 |
| ASL Financial, LLC | History | New | 5,710 | 703 | 0.55% | — | 1267 | +5,710 | New | Q4 2025 | Jan 20, 2026 |
| Plancorp, LLC | History | No change | 5,689 | 701 | 0.02% | 0.02% | 1268 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| BEARING POINT CAPITAL, LLC | History | No change | 5,692 | 701 | 0.11% | 0.12% | 1269 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| SMITH CHAS P & ASSOCIATES PA CPAS | History | Added to | 5,683 | 700 | 0.04% | 0.03% | 1270 | +2,590 | 83.74% | Q4 2025 | Feb 09, 2026 |
| Amplius Wealth Advisors, LLC | History | Added to | 5,639 | 695 | 0.06% | 0.06% | 1271 | +5 | 0.09% | Q4 2025 | Jan 12, 2026 |
| Wick Capital Partners, LLC | History | Reduced | 5,630 | 693 | 0.12% | 0.17% | 1272 | -182 | -3.13% | Q4 2025 | Mar 02, 2026 |
| Worth Financial Advisory Group, LLC | History | Added to | 5,592 | 689 | 0.33% | 0.37% | 1274 | +77 | 1.4% | Q4 2025 | Jan 16, 2026 |
| Conservest Capital Advisors, Inc. | History | No change | 5,594 | 689 | 0.06% | 0.06% | 1273 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Disciplined Investments, LLC | History | Reduced | 5,578 | 687 | 0.26% | 0.28% | 1275 | -316 | -5.36% | Q4 2025 | Feb 05, 2026 |
| Laurel Wealth Advisors LLC | History | Reduced | 5,567 | 686 | 0.09% | 0.1% | 1277 | -577 | -9.39% | Q4 2025 | Jan 30, 2026 |
| ALTFEST L J & CO INC | History | No change | 5,566 | 686 | 0.08% | 0.07% | 1276 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| FULTON BANK, N.A. | History | Reduced | 5,534 | 682 | 0.02% | 0.03% | 1278 | -447 | -7.47% | Q4 2025 | Jan 08, 2026 |
| STALEY CAPITAL ADVISERS INC | History | No change | 5,534 | 682 | 0.03% | 0.03% | 1279 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Timonier Family Office, LTD. | History | No change | 5,536 | 682 | 0.22% | 0.22% | 1280 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| PUREfi Wealth, LLC | History | Added to | 5,524 | 680 | 0.52% | 0.51% | 1281 | +49 | 0.89% | Q4 2025 | Jan 12, 2026 |
| ORBA Wealth Advisors, L.L.C. | History | No change | 5,478 | 675 | 0.59% | 0.54% | 1282 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Edgestream Partners, L.P. | History | Reduced | 5,415 | 667 | 0.02% | 0.03% | 1283 | -1,913 | -26.11% | Q4 2025 | Feb 13, 2026 |
| Dynamic Financial Group | History | Added to | 5,388 | 664 | 0.57% | 0.56% | 1284 | +3 | 0.06% | Q4 2025 | Jan 26, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | Reduced | 5,385 | 663 | 0.06% | 0.06% | 1285 | -139 | -2.52% | Q4 2025 | Feb 03, 2026 |
| Gradient Capital Advisors, LLC | History | No change | 5,352 | 659 | 0.17% | 0.17% | 1286 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| SMART Wealth LLC | History | Added to | 5,341 | 658 | 0.2% | 0.16% | 1287 | +1,726 | 47.75% | Q4 2025 | Jan 26, 2026 |
| Principle Wealth Partners LLC | History | No change | 5,319 | 655 | 0.04% | 0.04% | 1288 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| OARSMAN CAPITAL, INC. | History | Added to | 5,309 | 654 | 0.08% | 0.05% | 1289 | +2,391 | 81.94% | Q4 2025 | Feb 13, 2026 |
| Garde Capital, Inc. | History | Reduced | 5,296 | 652 | 0.04% | 0.05% | 1290 | -2,818 | -34.73% | Q4 2025 | Feb 10, 2026 |
| BCGM Wealth Management, LLC | History | Reduced | 5,291 | 652 | 0.17% | 0.17% | 1291 | -221 | -4.01% | Q4 2025 | Jan 07, 2026 |
| Quadcap Wealth Management, LLC | History | Reduced | 5,297 | 652 | 0.07% | 0.08% | 1292 | -9 | -0.17% | Q4 2025 | Jan 29, 2026 |
| Oak Harvest Investment Services | History | Added to | 5,283 | 651 | 0.07% | 0.07% | 1293 | +3 | 0.06% | Q4 2025 | Jan 27, 2026 |
| River Street Advisors LLC | History | Reduced | 5,278 | 650 | 0.24% | 0.28% | 1295 | -750 | -12.44% | Q4 2025 | Jan 26, 2026 |
| BANK OF NOVA SCOTIA | History | No change | 5,280 | 650 | 0.0% | 0.0% | 1294 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Old North State Trust, LLC | History | New | 5,268 | 649 | 0.38% | — | 1296 | +5,268 | New | Q4 2025 | Mar 24, 2026 |
| Clarendon Private LLC | History | Added to | 5,251 | 647 | 0.55% | 0.57% | 1297 | +6 | 0.11% | Q4 2025 | Feb 05, 2026 |
| BAR HARBOR WEALTH MANAGEMENT | History | Reduced | 5,240 | 645 | 0.04% | 0.05% | 1298 | -1,302 | -19.9% | Q4 2025 | Jan 22, 2026 |
| Oakwell Private Wealth Management, LLC | History | No change | 5,240 | 645 | 0.12% | 0.13% | 1299 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| KRS Capital Management, LLC | History | No change | 5,222 | 643 | 0.37% | 0.38% | 1300 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| WealthBridge Capital Management, LLC | History | Added to | 5,200 | 640 | 0.15% | 0.14% | 1302 | +166 | 3.3% | Q4 2025 | Jan 21, 2026 |
| Strategic Equity Management | History | Reduced | 5,196 | 640 | 0.22% | 0.23% | 1303 | -54 | -1.03% | Q4 2025 | Feb 09, 2026 |
| Eldridge Investment Advisors, Inc. | History | No change | 5,200 | 640 | 0.14% | 0.14% | 1301 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| EQUITABLE TRUST CO | History | Reduced | 5,177 | 638 | 0.03% | 0.04% | 1304 | -2,027 | -28.14% | Q4 2025 | Feb 02, 2026 |
| United Community Bank | History | Reduced | 5,182 | 638 | 0.24% | 0.19% | 1305 | -10 | -0.19% | Q4 2025 | Jan 30, 2026 |
| Annex Advisory Services, LLC | History | Added to | 5,170 | 637 | 0.01% | 0.01% | 1306 | +672 | 14.94% | Q4 2025 | Jan 26, 2026 |
| Oak Wealth Advisors LLC | History | No change | 5,173 | 637 | 0.37% | 0.36% | 1307 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Courage Miller Partners, LLC | History | Reduced | 5,166 | 636 | 0.19% | 0.19% | 1308 | -83 | -1.58% | Q4 2025 | Jan 26, 2026 |
| Great Lakes Retirement, Inc. | History | New | 5,159 | 635 | 0.07% | — | 1309 | +5,159 | New | Q4 2025 | Feb 12, 2026 |
| Brand Asset Management Group, Inc. | History | Added to | 5,136 | 633 | 0.18% | 0.15% | 1312 | +677 | 15.18% | Q4 2025 | Feb 11, 2026 |
| Curtis Advisory Group, LLC | History | Reduced | 5,139 | 633 | 0.13% | 0.14% | 1311 | -40 | -0.77% | Q4 2025 | Jan 23, 2026 |
| PARTHENON LLC | History | No change | 5,136 | 633 | 0.07% | 0.07% | 1310 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Planning Center, Inc. | History | No change | 5,136 | 633 | 0.06% | 0.07% | 1313 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Prism Planning Partners LLC | History | New | 5,113 | 630 | 0.71% | — | 1314 | +5,113 | New | Q4 2025 | Feb 11, 2026 |
| Palisade Asset Management, LLC | History | Reduced | 5,106 | 629 | 0.06% | 0.06% | 1316 | -600 | -10.52% | Q4 2025 | Feb 13, 2026 |
| SAGE FINANCIAL GROUP INC | History | Reduced | 5,111 | 629 | 0.04% | 0.05% | 1315 | -525 | -9.32% | Q4 2025 | Jan 27, 2026 |
| Base Wealth Management LLC | History | Reduced | 5,102 | 628 | 0.34% | 0.41% | 1319 | -897 | -14.95% | Q4 2025 | Jan 21, 2026 |
| Segment Wealth Management, LLC | History | No change | 5,096 | 628 | 0.04% | 0.04% | 1317 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| ENZI WEALTH | History | No change | 5,091 | 628 | 0.22% | 0.21% | 1318 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 5,075 | 625 | 0.01% | 0.01% | 1320 | -2,108 | -29.35% | Q4 2025 | Feb 02, 2026 |
| Front Row Advisors LLC | History | No change | 5,072 | 625 | 0.21% | 0.21% | 1321 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Accurate Wealth Management, LLC | History | Reduced | 5,012 | 624 | 0.08% | 0.08% | 1322 | -102 | -1.99% | Q4 2025 | Jan 14, 2026 |
| VeraBank, N.A. | History | No change | 5,059 | 623 | 0.11% | 0.11% | 1323 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Objective Capital Management, LLC | History | Added to | 5,052 | 622 | 0.63% | 0.59% | 1325 | +336 | 7.12% | Q4 2025 | Feb 04, 2026 |
| Family Manage LLC | History | No change | 5,054 | 622 | 0.08% | 0.08% | 1324 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| GARRISON POINT ADVISORS, LLC | History | Added to | 5,035 | 620 | 0.27% | 0.22% | 1327 | +784 | 18.44% | Q4 2025 | Feb 13, 2026 |
| SFMG, LLC | History | Added to | 5,035 | 620 | 0.04% | 0.04% | 1326 | +220 | 4.57% | Q4 2025 | Feb 10, 2026 |
| Genesis Wealth Advisors, LLC | History | Reduced | 5,002 | 616 | 0.42% | 0.43% | 1328 | -60 | -1.19% | Q4 2025 | Feb 13, 2026 |
| GenTrust, LLC | History | No change | 5,000 | 616 | 0.03% | 0.03% | 1329 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Inspire Advisors, LLC | History | Added to | 4,992 | 615 | 0.06% | 0.05% | 1330 | +925 | 22.74% | Q4 2025 | Feb 13, 2026 |
| 49 WEALTH MANAGEMENT, LLC | History | Added to | 4,986 | 614 | 0.05% | 0.06% | 1331 | +107 | 2.19% | Q4 2025 | Feb 04, 2026 |
| IFC Advisors LLC | History | Reduced | 4,972 | 612 | 0.09% | 0.12% | 1332 | -439 | -8.11% | Q4 2025 | Feb 12, 2026 |
| Curbstone Financial Management Corp | History | Added to | 4,950 | 610 | 0.12% | 0.1% | 1333 | +530 | 11.99% | Q4 2025 | Jan 23, 2026 |
| Seros Financial, LLC | History | Added to | 4,955 | 610 | 0.36% | 0.36% | 1334 | +1 | 0.02% | Q4 2025 | Feb 06, 2026 |
| Stirlingshire Investments, Inc. | History | New | 4,930 | 607 | 0.54% | — | 1335 | +4,930 | New | Q4 2025 | Feb 11, 2026 |
| New Age Alpha Advisors, LLC | History | Added to | 4,907 | 604 | 0.03% | 0.02% | 1337 | +916 | 22.95% | Q4 2025 | Feb 09, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | Added to | 4,907 | 604 | 0.06% | 0.06% | 1336 | +40 | 0.82% | Q4 2025 | Jan 20, 2026 |
| Samalin Investment Counsel, LLC | History | Added to | 4,892 | 603 | 0.21% | 0.14% | 1338 | +1,616 | 49.33% | Q4 2025 | Jan 30, 2026 |
| CANANDAIGUA NATIONAL BANK & TRUST CO | History | Reduced | 4,887 | 602 | 0.05% | 0.06% | 1339 | -511 | -9.47% | Q4 2025 | Jan 30, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 4,888 | 602 | 0.04% | 0.04% | 1340 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Level Wealth Management LLC | History | No change | 4,876 | 601 | 0.31% | 0.31% | 1341 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Pictet North America Advisors SA | History | No change | 4,872 | 600 | 0.06% | 0.06% | 1342 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Blackston Financial Advisory Group, LLC | History | Added to | 4,863 | 599 | 0.36% | 0.34% | 1343 | +113 | 2.38% | Q4 2025 | Feb 06, 2026 |
| JGP Wealth Management, LLC | History | Added to | 4,836 | 596 | 0.06% | 0.06% | 1344 | +10 | 0.21% | Q4 2025 | Jan 12, 2026 |
| Verdence Capital Advisors LLC | History | Reduced | 4,833 | 595 | 0.04% | 0.04% | 1345 | -101 | -2.05% | Q4 2025 | Jan 29, 2026 |
| Raab & Moskowitz Asset Management LLC | History | Reduced | 4,790 | 590 | 0.13% | 0.14% | 1346 | -215 | -4.3% | Q4 2025 | Jan 20, 2026 |
| Compound Planning, Inc. | History | Reduced | 4,783 | 589 | 0.02% | 0.04% | 1348 | -5,593 | -53.9% | Q4 2025 | Feb 19, 2026 |
| Fusion Capital, LLC | History | Reduced | 4,785 | 589 | 0.17% | 0.18% | 1347 | -83 | -1.71% | Q4 2025 | Feb 04, 2026 |
| Fifth Third Wealth Advisors LLC | History | Added to | 4,749 | 585 | 0.02% | 0.02% | 1349 | +103 | 2.22% | Q4 2025 | Jan 15, 2026 |
| Brown Miller Wealth Management, LLC | History | Added to | 4,736 | 583 | 0.16% | 0.15% | 1351 | +416 | 9.63% | Q4 2025 | Jan 23, 2026 |
| HOWARD FINANCIAL SERVICES, LTD. | History | Added to | 4,733 | 583 | 0.07% | 0.07% | 1350 | +4 | 0.08% | Q4 2025 | Jan 12, 2026 |
| Francis Financial, Inc. | History | Reduced | 4,717 | 581 | 0.11% | 0.1% | 1353 | -40 | -0.84% | Q4 2025 | Feb 11, 2026 |
| Seascape Capital Management | History | No change | 4,716 | 581 | 0.17% | 0.16% | 1352 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Litman Gregory Wealth Management LLC | History | Reduced | 4,700 | 579 | 0.04% | 0.04% | 1354 | -242 | -4.9% | Q4 2025 | Feb 12, 2026 |
| WT Wealth Management | History | No change | 4,704 | 579 | 0.17% | 0.16% | 1355 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| CHILDRESS CAPITAL ADVISORS, LLC | History | No change | 4,702 | 579 | 0.09% | 0.1% | 1356 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Ethos Financial Group, LLC | History | Reduced | 4,691 | 578 | 0.04% | 0.68% | 1357 | -66,858 | -93.44% | Q4 2025 | Jan 20, 2026 |
| Investors Research Corp | History | Added to | 4,688 | 577 | 0.11% | 0.1% | 1358 | +378 | 8.77% | Q4 2025 | Jan 06, 2026 |
| McLean Asset Management Corp | History | New | 4,669 | 576 | 0.1% | — | 1359 | +4,669 | New | Q4 2025 | Jan 16, 2026 |
| Rubicon Advisors, GP | History | New | 4,665 | 574 | 0.53% | — | 1362 | +4,665 | New | Q4 2025 | Mar 09, 2026 |
| Mengis Capital Management, Inc. | History | Reduced | 4,658 | 574 | 0.1% | 0.11% | 1360 | -1 | -0.02% | Q4 2025 | Mar 05, 2026 |
| Horizon Wealth Management, LLC | History | Added to | 4,662 | 574 | 0.09% | 0.08% | 1361 | +1 | 0.02% | Q4 2025 | Feb 04, 2026 |
| SwitchPoint Financial Planning, LLC | History | No change | 4,656 | 573 | 0.4% | 0.41% | 1363 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Reduced | 4,642 | 572 | 0.04% | 0.04% | 1364 | -172 | -3.57% | Q4 2025 | Feb 02, 2026 |
| Capital Squared Financial LLC | History | Added to | 4,639 | 571 | 0.45% | 0.48% | 1366 | +37 | 0.8% | Q4 2025 | Apr 17, 2026 |
| Accredited Investors Inc. | History | No change | 4,638 | 571 | 0.03% | 0.03% | 1365 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| LaFleur & Godfrey LLC | History | No change | 4,625 | 570 | 0.07% | 0.07% | 1367 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Curated Wealth Partners LLC | History | No change | 4,625 | 570 | 0.06% | 0.07% | 1368 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| New World Advisors LLC | History | Added to | 4,624 | 569 | 0.1% | 0.1% | 1369 | +150 | 3.35% | Q4 2025 | Feb 06, 2026 |
| Spinnaker Investment Group, LLC | History | Added to | 4,608 | 567 | 0.1% | 0.09% | 1370 | +463 | 11.17% | Q4 2025 | Jan 12, 2026 |
| UNIQUE WEALTH, LLC | History | Added to | 4,599 | 566 | 0.08% | 0.08% | 1372 | +17 | 0.37% | Q4 2025 | Jan 06, 2026 |
| One Capital Management, LLC | History | No change | 4,595 | 566 | 0.02% | 0.02% | 1371 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Gutierrez Wealth Advisory, LLC | History | Reduced | 4,577 | 564 | 0.35% | 0.42% | 1373 | -879 | -16.11% | Q4 2025 | Feb 06, 2026 |
| Aspen Investment Management Inc | History | New | 4,554 | 561 | 0.17% | — | 1374 | +4,554 | New | Q4 2025 | Feb 06, 2026 |
| Goldstein Advisors, LLC | History | Reduced | 4,554 | 561 | 0.06% | 0.08% | 1375 | -932 | -16.99% | Q4 2025 | Feb 10, 2026 |
| BOS Asset Management, LLC | History | Reduced | 4,548 | 560 | 0.15% | 0.16% | 1376 | -205 | -4.31% | Q4 2025 | Jan 09, 2026 |
| Johnson Financial Group, LLC | History | New | 4,519 | 557 | 0.03% | — | 1377 | +4,519 | New | Q4 2025 | Feb 10, 2026 |
| Fairway Wealth LLC | History | Added to | 4,525 | 557 | 0.15% | 0.14% | 1378 | +442 | 10.83% | Q4 2025 | Jan 28, 2026 |
| Financial Insights, Inc. | History | Added to | 4,517 | 556 | 0.19% | 0.15% | 1379 | +785 | 21.03% | Q4 2025 | Mar 31, 2026 |
| Canvas Wealth Advisors, LLC | History | Reduced | 4,506 | 555 | 0.09% | 0.1% | 1380 | -57 | -1.25% | Q4 2025 | Jan 12, 2026 |
| Wealth Preservation Advisors, LLC | History | No change | 4,493 | 553 | 0.28% | 0.32% | 1381 | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| BURNEY CO/ | History | Added to | 4,466 | 550 | 0.02% | 0.01% | 1382 | +955 | 27.2% | Q4 2025 | Jan 23, 2026 |
| Independent Wealth Network Inc. | History | Added to | 4,455 | 549 | 0.17% | 0.13% | 1383 | +1,113 | 33.3% | Q4 2025 | Jan 26, 2026 |
| Family Office Research LLC | History | Reduced | 4,415 | 549 | 0.22% | 0.24% | 1384 | -200 | -4.33% | Q4 2025 | Feb 09, 2026 |
| Main Street Financial Solutions, LLC | History | Reduced | 4,448 | 548 | 0.04% | 0.04% | 1385 | -383 | -7.93% | Q4 2025 | Feb 17, 2026 |
| Beaumont Financial Advisors, LLC | History | Reduced | 4,452 | 548 | 0.04% | 0.04% | 1386 | -58 | -1.29% | Q4 2025 | Jan 16, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Reduced | 4,437 | 546 | 0.0% | 0.0% | 1387 | -21 | -0.47% | Q4 2025 | Feb 13, 2026 |
| TRUEFG, LLC | History | No change | 4,437 | 546 | 0.15% | 0.15% | 1388 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| SB Capital Management Inc | History | New | 4,414 | 544 | 0.2% | — | 1389 | +4,414 | New | Q4 2025 | Feb 20, 2026 |
| MWA Asset Management | History | Reduced | 4,414 | 544 | 0.3% | 0.31% | 1390 | -277 | -5.9% | Q4 2025 | Jan 29, 2026 |
| Elm Partners Management LLC | History | Added to | 4,406 | 543 | 0.02% | 0.03% | 1391 | +5 | 0.11% | Q4 2025 | Feb 10, 2026 |
| BROWN WEALTH MANAGEMENT, LLC | History | Reduced | 4,410 | 543 | 0.14% | 0.15% | 1392 | -3 | -0.07% | Q4 2025 | Feb 06, 2026 |
| GreatBanc Trust CO | History | Reduced | 4,400 | 542 | 0.38% | 0.38% | 1393 | -200 | -4.35% | Q4 2025 | Feb 12, 2026 |
| Indivisible Partners | History | New | 4,393 | 541 | 0.06% | — | 1395 | +4,393 | New | Q4 2025 | Feb 03, 2026 |
| Wealthstar Advisors, LLC | History | Reduced | 4,394 | 541 | 0.24% | 0.21% | 1394 | -13 | -0.29% | Q4 2025 | Jan 30, 2026 |
| Versant Capital Management, Inc | History | No change | 4,387 | 540 | 0.07% | 0.07% | 1396 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Relyea Zuckerberg Hanson LLC | History | No change | 4,372 | 538 | 0.05% | 0.06% | 1397 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Fiscal Wisdom Wealth Management, LLC | History | Added to | 4,357 | 537 | 0.51% | 0.39% | 1398 | +944 | 27.66% | Q4 2025 | Jan 27, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Reduced | 4,310 | 535 | 0.01% | 0.01% | 1399 | -606 | -12.33% | Q4 2025 | Feb 03, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | Reduced | 4,346 | 535 | 0.04% | 0.04% | 1400 | -40 | -0.91% | Q4 2025 | Feb 06, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | Reduced | 4,340 | 534 | 0.01% | 0.02% | 1402 | -2,936 | -40.35% | Q4 2025 | Jan 28, 2026 |
| Visionary Wealth Advisors | History | Reduced | 4,335 | 534 | 0.02% | 0.03% | 1401 | -391 | -8.27% | Q4 2025 | Feb 13, 2026 |
| Sageworth Trust Co of South Dakota | History | Reduced | 4,330 | 533 | 0.44% | 0.77% | 1403 | -2,474 | -36.36% | Q4 2025 | Jan 30, 2026 |
| TrueWealth Advisors, LLC | History | Added to | 4,320 | 532 | 0.14% | 0.13% | 1404 | +253 | 6.22% | Q4 2025 | Jan 07, 2026 |
| Legacy Bridge, LLC | History | No change | 4,305 | 530 | 0.22% | 0.22% | 1405 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| PATTEN & PATTEN INC/TN | History | Added to | 4,291 | 528 | 0.03% | 0.03% | 1406 | +57 | 1.35% | Q4 2025 | Feb 03, 2026 |
| Bank OZK | History | No change | 4,279 | 527 | 0.19% | 0.18% | 1407 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Hidden Cove Wealth Management, LLC | History | Reduced | 4,251 | 523 | 0.34% | 0.34% | 1408 | -40 | -0.93% | Q4 2025 | Feb 02, 2026 |
| Hiley Hunt Wealth Management | History | Reduced | 4,229 | 521 | 0.23% | 0.34% | 1409 | -1,835 | -30.26% | Q4 2025 | Jan 06, 2026 |
| O'Connor Financial Group LLC | History | Reduced | 4,208 | 519 | 0.21% | 0.24% | 1411 | -486 | -10.35% | Q4 2025 | Jan 26, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 4,217 | 519 | 0.04% | 0.05% | 1410 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| EAGLE ROCK INVESTMENT COMPANY, LLC | History | No change | 4,200 | 517 | 0.07% | 0.07% | 1412 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | No change | 4,193 | 516 | 0.2% | 0.22% | 1413 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| TRUST CO OF VERMONT | History | Added to | 4,179 | 515 | 0.02% | 0.02% | 1414 | +145 | 3.59% | Q4 2025 | Jan 16, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | No change | 4,171 | 514 | 0.16% | 0.15% | 1415 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | No change | 4,172 | 514 | 0.06% | 0.06% | 1416 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| HFG Advisors, Inc. | History | Added to | 4,166 | 513 | 0.37% | 0.32% | 1417 | +545 | 15.05% | Q4 2025 | Feb 13, 2026 |
| Christensen, King & Associates Investment Services, Inc. | History | Reduced | 4,166 | 513 | 0.22% | 0.22% | 1418 | -6 | -0.14% | Q4 2025 | Jan 22, 2026 |
| LIFE LINE WEALTH MANAGEMENT LLC | History | Added to | 4,161 | 512 | 0.15% | 0.13% | 1421 | +527 | 14.5% | Q4 2025 | Feb 04, 2026 |
| GLOBALT Investments LLC / GA | History | Reduced | 4,154 | 512 | 0.02% | 0.02% | 1420 | -150 | -3.49% | Q4 2025 | Feb 06, 2026 |
| Trilogy Capital Inc. | History | Added to | 4,160 | 512 | 0.02% | 0.02% | 1419 | +3 | 0.07% | Q4 2025 | Jan 22, 2026 |
| OLD SECOND NATIONAL BANK OF AURORA | History | Reduced | 4,151 | 511 | 0.1% | 0.13% | 1422 | -1,250 | -23.14% | Q4 2025 | Jan 27, 2026 |
| Insight Wealth Strategies, LLC | History | Reduced | 4,146 | 511 | 0.06% | 0.07% | 1423 | -532 | -11.37% | Q4 2025 | Jan 02, 2026 |
| CLEAR INVESTMENT RESEARCH, LLC | History | Reduced | 4,126 | 508 | 0.84% | 0.92% | 1424 | -1,577 | -27.65% | Q4 2025 | Feb 09, 2026 |
| Holland Advisory Services, Inc. | History | Added to | 4,089 | 504 | 0.68% | 0.68% | 1425 | +4 | 0.1% | Q4 2025 | Jan 12, 2026 |
| JIM SAULNIER & ASSOCIATES, LLC | History | Added to | 4,093 | 504 | 0.26% | 0.27% | 1426 | +4 | 0.1% | Q4 2025 | Jan 29, 2026 |
| Secure Asset Management, LLC | History | Added to | 4,078 | 502 | 0.08% | 0.08% | 1427 | +134 | 3.4% | Q4 2025 | Jan 20, 2026 |
| Kingdom Financial Group LLC. | History | New | 4,058 | 500 | 0.15% | — | 1428 | +4,058 | New | Q4 2025 | Feb 06, 2026 |
| Fort Point Capital Partners LLC | History | No change | 4,036 | 499 | 0.06% | 0.06% | 1429 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 4,041 | 498 | 0.02% | 0.02% | 1430 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| TCTC Holdings, LLC | History | Added to | 4,035 | 497 | 0.01% | 0.01% | 1431 | +2,203 | 120.25% | Q4 2025 | Feb 12, 2026 |
| LOCKERMAN FINANCIAL GROUP, INC. | History | Added to | 4,037 | 497 | 0.95% | 0.51% | 1432 | +664 | 19.69% | Q4 2025 | Jan 21, 2026 |
| Stone Summit Wealth LLC | History | Reduced | 4,038 | 497 | 0.13% | 0.15% | 1433 | -268 | -6.22% | Q4 2025 | Jan 27, 2026 |
| Aviance Capital Partners, LLC | History | No change | 4,031 | 496 | 0.06% | 0.06% | 1434 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Koesten, Hirschmann & Crabtree, INC. | History | No change | 4,008 | 494 | 0.24% | 0.23% | 1435 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| NOVUS ADVISORS, LLC | History | Added to | 3,993 | 492 | 1.1% | 1.02% | 1437 | +304 | 8.24% | Q4 2025 | Feb 13, 2026 |
| Meeder Advisory Services, Inc. | History | Reduced | 3,997 | 492 | 0.02% | 0.02% | 1436 | -77 | -1.89% | Q4 2025 | Feb 11, 2026 |
| Charles Schwab Trust Co | History | Added to | 3,974 | 489 | 0.03% | 0.03% | 1440 | +412 | 11.57% | Q4 2025 | Jan 09, 2026 |
| Newman Dignan & Sheerar, Inc. | History | Reduced | 3,972 | 489 | 0.1% | 0.11% | 1438 | -187 | -4.5% | Q4 2025 | Jan 22, 2026 |
| Nicholas Hoffman & Company, LLC. | History | Added to | 3,975 | 489 | 0.01% | 0.01% | 1439 | +4 | 0.1% | Q4 2025 | Feb 02, 2026 |
| SOA Wealth Advisors, LLC. | History | Reduced | 3,937 | 485 | 0.08% | 0.16% | 1441 | -3,656 | -48.15% | Q4 2025 | Jan 20, 2026 |
| AssuredPartners Investment Advisors, LLC | History | Added to | 3,930 | 484 | 0.07% | 0.1% | 1442 | +202 | 5.42% | Q4 2025 | Feb 03, 2026 |
| Westover Capital Advisors, LLC | History | No change | 3,920 | 483 | 0.09% | 0.09% | 1443 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| LITTLE HOUSE CAPITAL LLC | History | Reduced | 3,913 | 482 | 0.12% | 0.11% | 1444 | -80 | -2.0% | Q4 2025 | Feb 06, 2026 |
| FLOYD FINANCIAL GROUP LLC | History | No change | 3,986 | 482 | 0.33% | 0.36% | 1445 | 0 | 0.0% | Q4 2025 | Feb 24, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | Reduced | 3,898 | 480 | 0.09% | 0.11% | 1446 | -300 | -7.15% | Q4 2025 | Feb 04, 2026 |
| CPR Investments Inc. | History | Reduced | 3,872 | 477 | 0.32% | 0.36% | 1448 | -445 | -10.31% | Q4 2025 | Jan 14, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Reduced | 3,873 | 477 | 0.03% | 0.03% | 1447 | -24 | -0.62% | Q4 2025 | Jan 26, 2026 |
| Main Street Group, LTD | History | Added to | 3,865 | 476 | 0.16% | 0.14% | 1450 | +1 | 0.03% | Q4 2025 | Jan 26, 2026 |
| Cornerstone Wealth Advisors, Inc. | History | No change | 3,864 | 476 | 0.11% | 0.11% | 1449 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Coyle Financial Counsel LLC | History | No change | 3,833 | 472 | 0.1% | 0.11% | 1451 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Shearwater Capital LLC | History | No change | 3,830 | 472 | 0.27% | 0.27% | 1452 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Keystone Financial Group | History | Added to | 3,828 | 471 | 0.03% | 0.03% | 1453 | +295 | 8.35% | Q4 2025 | Feb 06, 2026 |
| Trail Ridge Investment Advisors, LLC | History | Reduced | 3,827 | 471 | 0.2% | 0.22% | 1454 | -219 | -5.41% | Q4 2025 | Jan 28, 2026 |
| Sequent Planning LLC | History | New | 3,810 | 469 | 0.12% | — | 1455 | +3,810 | New | Q4 2025 | Feb 05, 2026 |
| Shakespeare Wealth Management, LLC | History | Reduced | 3,786 | 466 | 0.1% | 0.11% | 1456 | -80 | -2.07% | Q4 2025 | Feb 06, 2026 |
| Sachetta, LLC | History | Reduced | 3,752 | 462 | 0.25% | 0.22% | 1458 | -1,053 | -21.91% | Q4 2025 | Feb 02, 2026 |
| MONETARY MANAGEMENT GROUP INC | History | No change | 3,750 | 462 | 0.11% | 0.1% | 1457 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Warm Springs Advisors Inc. | History | No change | 3,736 | 460 | 0.36% | 0.34% | 1459 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Integras Partners LLC | History | New | 3,729 | 459 | 0.37% | — | 1460 | +3,729 | New | Q4 2025 | Jan 29, 2026 |
| Mascagni Wealth Management, Inc. | History | No change | 3,725 | 459 | 0.34% | 0.35% | 1461 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | History | Reduced | 3,721 | 458 | 0.14% | 0.15% | 1462 | -145 | -3.75% | Q4 2025 | Feb 12, 2026 |
| KELLY FINANCIAL GROUP LLC | History | Reduced | 3,707 | 456 | 0.12% | 0.12% | 1463 | -152 | -3.94% | Q4 2025 | Jan 23, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 3,705 | 456 | 0.03% | 0.03% | 1464 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Dana Investment Advisors, Inc. | History | Reduced | 3,697 | 455 | 0.01% | 0.02% | 1465 | -2,182 | -37.12% | Q4 2025 | Feb 05, 2026 |
| Glen Eagle Advisors, LLC | History | Reduced | 3,692 | 455 | 0.06% | 0.06% | 1467 | -71 | -1.89% | Q4 2025 | Feb 13, 2026 |
| Newton One Investments LLC | History | No change | 3,697 | 455 | 0.13% | 0.13% | 1466 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Foguth Wealth Management, LLC. | History | New | 3,688 | 454 | 0.07% | — | 1468 | +3,688 | New | Q4 2025 | Jan 05, 2026 |
| Legacy Trust | History | No change | 3,682 | 453 | 0.08% | 0.09% | 1469 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Select Asset Management & Trust | History | No change | 3,666 | 452 | 0.14% | 0.14% | 1470 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 3,673 | 452 | 0.05% | 0.05% | 1471 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Old Peak Finance LLC | History | New | 3,649 | 449 | 0.28% | — | 1473 | +3,649 | New | Q4 2025 | Feb 10, 2026 |
| Oasis Advisors, LLC | History | New | 3,646 | 449 | 0.24% | — | 1474 | +3,646 | New | Q4 2025 | Apr 07, 2026 |
| Glassman Wealth Services | History | Reduced | 3,643 | 449 | 0.06% | 0.1% | 1472 | -2,054 | -36.05% | Q4 2025 | Jan 28, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Added to | 3,623 | 446 | 0.1% | 0.06% | 1476 | +1,589 | 78.12% | Q4 2025 | Jan 09, 2026 |
| Accretive Wealth Partners, LLC | History | No change | 3,624 | 446 | 0.13% | 0.13% | 1475 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Midwest Heritage Bank, FSB | History | Reduced | 3,605 | 444 | 0.15% | 0.16% | 1479 | -27 | -0.74% | Q4 2025 | Feb 04, 2026 |
| Ellevest, Inc. | History | Added to | 3,607 | 444 | 0.06% | 0.06% | 1477 | +3 | 0.08% | Q4 2025 | Feb 10, 2026 |
| Center For Asset Management LLC | History | Added to | 3,605 | 444 | 0.23% | 0.23% | 1478 | +1 | 0.03% | Q4 2025 | Jan 21, 2026 |
| Genesis Financial Group, LLC | History | New | 3,598 | 443 | 0.26% | — | 1481 | +3,598 | New | Q4 2025 | Jan 16, 2026 |
| Partners in Financial Planning | History | Added to | 3,597 | 443 | 0.08% | 0.07% | 1480 | +2 | 0.06% | Q4 2025 | Feb 02, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | No change | 3,586 | 442 | 0.0% | 0.0% | 1482 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 3,585 | 441 | 0.03% | 0.03% | 1483 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| ALLIUM FINANCIAL ADVISORS, LLC | History | Reduced | 3,568 | 439 | 0.35% | 0.36% | 1485 | -61 | -1.68% | Q4 2025 | Feb 09, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 3,563 | 439 | 0.16% | 0.16% | 1484 | +1 | 0.03% | Q4 2025 | Jan 22, 2026 |
| Brooklyn Investment Group | History | New | 3,524 | 438 | 0.02% | — | 1487 | +3,524 | New | Q4 2025 | Feb 12, 2026 |
| Bogart Wealth, LLC | History | Reduced | 3,554 | 438 | 0.02% | 0.02% | 1486 | -1,308 | -26.9% | Q4 2025 | Jan 30, 2026 |
| Compass Financial Group, Inc. (Ohio) | History | New | 3,541 | 436 | 0.32% | — | 1488 | +3,541 | New | Q4 2025 | Mar 04, 2026 |
| UNIVEST FINANCIAL Corp | History | Reduced | 3,534 | 435 | 0.02% | 0.03% | 1489 | -388 | -9.89% | Q4 2025 | Feb 04, 2026 |
| Aurdan Capital Management, LLC | History | No change | 3,530 | 435 | 0.13% | 0.14% | 1490 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| RVW Wealth, LLC | History | No change | 3,525 | 434 | 0.03% | 0.03% | 1491 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Dunhill Financial, LLC | History | Reduced | 3,516 | 433 | 0.11% | 0.11% | 1492 | -6 | -0.17% | Q4 2025 | Jan 29, 2026 |
| ARBOR TRUST WEALTH ADVISORS, LLC | History | Added to | 3,509 | 432 | 0.19% | 0.19% | 1493 | +4 | 0.11% | Q4 2025 | Feb 05, 2026 |
| Tradewinds, LLC. | History | No change | 3,493 | 430 | 0.1% | 0.1% | 1494 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Northwest Financial Advisors | History | Reduced | 3,483 | 429 | 0.88% | 0.62% | 1496 | -503 | -12.62% | Q4 2025 | Jan 26, 2026 |
| Capital Investment Counsel, LLC | History | Reduced | 3,486 | 429 | 0.06% | 0.06% | 1497 | -50 | -1.41% | Q4 2025 | Feb 02, 2026 |
| Klingman & Associates, LLC | History | No change | 3,482 | 429 | 0.02% | 0.02% | 1495 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Fairman Group, LLC | History | New | 3,466 | 427 | 0.34% | — | 1500 | +3,466 | New | Q4 2025 | Feb 13, 2026 |
| MCF Advisors LLC | History | Added to | 3,465 | 427 | 0.02% | 0.02% | 1499 | +827 | 31.35% | Q4 2025 | Feb 11, 2026 |
| FIRST AMERICAN TRUST, FSB | History | Added to | 3,469 | 427 | 0.03% | 0.03% | 1498 | +448 | 14.83% | Q4 2025 | Feb 11, 2026 |
| Allegheny Financial Group | History | No change | 3,456 | 425 | 0.06% | 0.08% | 1501 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Salus Financial Advisors, LLC | History | No change | 3,441 | 424 | 0.25% | 0.26% | 1502 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Pullen Investment Management, LLC | History | No change | 3,428 | 422 | 0.22% | 0.22% | 1503 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Summit Financial Wealth Advisors, LLC | History | Reduced | 3,422 | 421 | 0.06% | 0.15% | 1504 | -4,768 | -58.22% | Q4 2025 | Jan 27, 2026 |
| INGALLS & SNYDER LLC | History | No change | 3,409 | 420 | 0.02% | 0.01% | 1505 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Bauman Advisory Group, LLC | History | New | 3,403 | 419 | 0.34% | — | 1507 | +3,403 | New | Q4 2025 | Feb 20, 2026 |
| NBC SECURITIES, INC. | History | No change | 3,403 | 419 | 0.03% | 0.03% | 1506 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Stone Wealth Partners | History | New | 3,397 | 418 | 0.37% | — | 1509 | +3,397 | New | Q4 2025 | Feb 24, 2026 |
| Portland Global Advisors LLC | History | No change | 3,395 | 418 | 0.04% | 0.05% | 1508 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Global Assets Advisory, LLC | History | Reduced | 3,388 | 417 | 0.12% | 0.14% | 1510 | -525 | -13.42% | Q4 2025 | Feb 09, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | New | 3,379 | 416 | 0.07% | — | 1513 | +3,379 | New | Q4 2025 | Feb 12, 2026 |
| Financial Synergies Wealth Advisors, Inc. | History | Added to | 3,379 | 416 | 0.04% | 0.04% | 1512 | +140 | 4.32% | Q4 2025 | Feb 06, 2026 |
| PETRA FINANCIAL ADVISORS INC | History | Added to | 3,383 | 416 | 0.24% | 0.24% | 1511 | +1 | 0.03% | Q4 2025 | Jan 21, 2026 |
| Hubbell Strickland Wealth Management, LLC | History | Reduced | 3,366 | 414 | 0.17% | 0.17% | 1514 | -106 | -3.05% | Q4 2025 | Jan 20, 2026 |
| TruWealth Advisors, LLC | History | No change | 3,352 | 413 | 0.02% | 0.02% | 1515 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Wilian Securities, LLC | History | New | 3,341 | 411 | 0.44% | — | 1518 | +3,341 | New | Q4 2025 | Feb 06, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Reduced | 3,341 | 411 | 0.01% | 0.01% | 1517 | -1,970 | -37.09% | Q4 2025 | Jan 23, 2026 |
| LOOMIS SAYLES & CO L P | History | No change | 3,335 | 411 | 0.0% | 0.0% | 1516 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Allen Capital Group, LLC | History | Added to | 3,327 | 410 | 0.04% | 0.04% | 1519 | +41 | 1.25% | Q4 2025 | Feb 09, 2026 |
| WILLNER & HELLER, LLC | History | Reduced | 3,312 | 408 | 0.29% | 0.32% | 1522 | -164 | -4.72% | Q4 2025 | Jan 12, 2026 |
| AFFINITY WEALTH MANAGEMENT LLC | History | Reduced | 3,315 | 408 | 0.06% | 0.06% | 1520 | -51 | -1.52% | Q4 2025 | Jan 15, 2026 |
| SAXON INTERESTS, INC. | History | Reduced | 3,313 | 408 | 0.14% | 0.15% | 1521 | -47 | -1.4% | Q4 2025 | Feb 13, 2026 |
| Stiles Financial Services Inc | History | No change | 3,305 | 407 | 0.13% | 0.13% | 1523 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Mountain Capital Investment Advisors Inc. | History | Added to | 3,290 | 406 | 0.07% | 0.07% | 1524 | +27 | 0.83% | Q4 2025 | Jan 28, 2026 |
| Ascension Capital Advisors, Inc. | History | Reduced | 3,279 | 404 | 0.14% | 3.12% | 1525 | -63,161 | -95.06% | Q4 2025 | Feb 10, 2026 |
| JENNISON ASSOCIATES LLC | History | New | 3,276 | 403 | 0.0% | — | 1526 | +3,276 | New | Q4 2025 | Jan 30, 2026 |
| Swisher Financial Concepts, Inc. | History | Added to | 3,271 | 403 | 0.23% | 0.23% | 1528 | +23 | 0.71% | Q4 2025 | Feb 10, 2026 |
| Running Point Capital Advisors, LLC | History | No change | 3,275 | 403 | 0.11% | 0.11% | 1527 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Stonebridge Financial Group, LLC | History | Reduced | 3,262 | 402 | 0.03% | 0.04% | 1529 | -165 | -4.81% | Q4 2025 | Jan 21, 2026 |
| Black Swift Group, LLC | History | No change | 3,256 | 401 | 0.07% | 0.07% | 1530 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Truvestments Capital LLC | History | Reduced | 3,246 | 400 | 0.07% | 0.08% | 1532 | -221 | -6.37% | Q4 2025 | Feb 13, 2026 |
| Freedom Day Solutions, LLC | History | Reduced | 3,249 | 400 | 0.11% | 0.11% | 1531 | -15 | -0.46% | Q4 2025 | Feb 04, 2026 |
| SNS Financial Group, LLC | History | Reduced | 3,242 | 399 | 0.03% | 0.08% | 1534 | -3,934 | -54.82% | Q4 2025 | Feb 02, 2026 |
| KLCM Advisors, Inc. | History | New | 3,244 | 399 | 0.03% | — | 1533 | +3,244 | New | Q4 2025 | Feb 04, 2026 |
| Schrum Private Wealth Management LLC | History | No change | 3,238 | 399 | 0.3% | 0.29% | 1535 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Tennessee Valley Asset Management Partners | History | New | 3,229 | 398 | 0.05% | — | 1536 | +3,229 | New | Q4 2025 | Feb 05, 2026 |
| Integrity Wealth Solutions LLC | History | Added to | 3,232 | 398 | 0.16% | 0.17% | 1538 | +71 | 2.25% | Q4 2025 | Feb 02, 2026 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | History | Reduced | 3,229 | 398 | 0.2% | 0.21% | 1537 | -21 | -0.65% | Q4 2025 | Jan 30, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | New | 3,227 | 397 | 0.05% | — | 1539 | +3,227 | New | Q4 2025 | Feb 04, 2026 |
| Veery Capital, LLC | History | Added to | 3,214 | 396 | 0.12% | 0.11% | 1540 | +308 | 10.6% | Q4 2025 | Jan 27, 2026 |
| Peak Retirement Planning, Inc. | History | Added to | 3,218 | 396 | 0.09% | 0.1% | 1542 | +247 | 8.31% | Q4 2025 | Feb 10, 2026 |
| Prasad Wealth Partners, LLC | History | Added to | 3,217 | 396 | 0.11% | 0.11% | 1541 | +4 | 0.12% | Q4 2025 | Jan 27, 2026 |
| Guardian Capital, LLC | History | New | 3,210 | 395 | 0.35% | — | 1545 | +3,210 | New | Q4 2025 | Feb 05, 2026 |
| Nalls Sherbakoff Group, LLC | History | Reduced | 3,208 | 395 | 0.28% | 0.27% | 1543 | -56 | -1.72% | Q4 2025 | Mar 12, 2026 |
| Caldwell Trust Co | History | No change | 3,205 | 395 | 0.04% | 0.04% | 1544 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Added to | 3,199 | 394 | 0.01% | 0.01% | 1546 | +7 | 0.22% | Q4 2025 | Feb 03, 2026 |
| Roble, Belko & Company, Inc | History | No change | 3,196 | 394 | 0.05% | 0.05% | 1547 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Paulson Wealth Management Inc. | History | No change | 3,200 | 394 | 0.09% | 0.09% | 1548 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| KIRTLAND HILLS CAPITAL MANAGEMENT, LLC | History | No change | 3,201 | 394 | 0.14% | 0.15% | 1549 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| WEALTHCARE CAPITAL MANAGEMENT LLC | History | No change | 3,185 | 392 | 0.04% | 0.04% | 1550 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Montz Harcus Wealth Management LLC | History | Added to | 3,179 | 391 | 0.16% | 0.17% | 1551 | +3 | 0.09% | Q4 2025 | Jan 22, 2026 |
| Landing Point Financial Group, LLC | History | No change | 3,180 | 391 | 0.19% | 0.2% | 1552 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Leonard Rickey Investment Advisors P.L.L.C. | History | No change | 3,164 | 390 | 0.07% | 0.07% | 1553 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| ST GERMAIN D J CO INC | History | Reduced | 3,161 | 389 | 0.02% | 0.02% | 1554 | -202 | -6.01% | Q4 2025 | Jan 29, 2026 |
| Blue Chip Partners, LLC | History | Added to | 3,155 | 388 | 0.03% | 0.03% | 1555 | +2 | 0.06% | Q4 2025 | Feb 18, 2026 |
| Colonial Trust Advisors | History | Reduced | 3,142 | 387 | 0.03% | 0.03% | 1556 | -30 | -0.95% | Q4 2025 | Feb 12, 2026 |
| Shira Ridge Wealth Management | History | Added to | 3,141 | 387 | 0.16% | 0.16% | 1557 | +10 | 0.32% | Q4 2025 | Jan 12, 2026 |
| Van Diest Capital, LLC | History | New | 3,139 | 386 | 0.58% | — | 1559 | +3,139 | New | Q4 2025 | Feb 19, 2026 |
| True North Advisors, LLC | History | Added to | 3,132 | 386 | 0.05% | 0.05% | 1558 | +738 | 30.83% | Q4 2025 | Jan 22, 2026 |
| EVERPAR ADVISORS LLC | History | Reduced | 3,124 | 385 | 0.14% | 0.44% | 1561 | -6,180 | -66.42% | Q4 2025 | Jan 07, 2026 |
| Advisory Alpha, LLC | History | Added to | 3,126 | 385 | 0.01% | 0.01% | 1560 | +133 | 4.44% | Q4 2025 | Feb 06, 2026 |
| SFAM, LLC | History | New | 3,110 | 383 | 0.35% | — | 1562 | +3,110 | New | Q4 2025 | Feb 12, 2026 |
| Larson Financial Group LLC | History | Reduced | 3,096 | 381 | 0.01% | 0.02% | 1563 | -1,372 | -30.71% | Q4 2025 | Feb 06, 2026 |
| Impact Partnership Wealth, LLC | History | Added to | 3,065 | 377 | 0.05% | 0.03% | 1565 | +1,158 | 60.72% | Q4 2025 | Feb 10, 2026 |
| Forum Private Client Group LLC | History | Reduced | 3,064 | 377 | 0.13% | 0.13% | 1564 | -59 | -1.89% | Q4 2025 | Feb 06, 2026 |
| TPG Advisors LLC | History | No change | 3,044 | 375 | 0.23% | 0.24% | 1566 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Beverly Hills Private Wealth, LLC | History | Reduced | 3,040 | 374 | 0.06% | 0.07% | 1567 | -175 | -5.44% | Q4 2025 | Feb 17, 2026 |
| Gradient Investments LLC | History | Added to | 3,034 | 373 | 0.01% | 0.0% | 1568 | +558 | 22.54% | Q4 2025 | Jan 08, 2026 |
| Core Wealth Management, Inc. | History | Reduced | 3,017 | 371 | 0.12% | 0.12% | 1569 | -82 | -2.65% | Q4 2025 | Jan 28, 2026 |
| STEPH & CO | History | No change | 3,009 | 370 | 0.11% | 0.11% | 1570 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| RMR Wealth Builders | History | New | 2,999 | 369 | 0.03% | — | 1574 | +2,999 | New | Q4 2025 | Jan 29, 2026 |
| M. Kraus & Co | History | No change | 3,000 | 369 | 0.1% | 0.1% | 1571 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Oldfather Financial Services, LLC | History | No change | 2,998 | 369 | 0.11% | 0.11% | 1572 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| 1776 Wealth LLC | History | No change | 3,000 | 369 | 0.14% | 0.14% | 1573 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| AA Financial Advisors, LLC | History | New | 2,970 | 366 | 0.07% | — | 1575 | +2,970 | New | Q4 2025 | Jan 14, 2026 |
| Delta Investment Management, LLC | History | Added to | 2,964 | 365 | 0.06% | 0.06% | 1576 | +3 | 0.1% | Q4 2025 | Jan 30, 2026 |
| HORAN Wealth, LLC | History | Added to | 2,967 | 365 | 0.06% | 0.06% | 1577 | +2 | 0.07% | Q4 2025 | Feb 04, 2026 |
| Heritage Family Offices, LLP | History | Added to | 2,959 | 364 | 0.17% | 0.13% | 1578 | +638 | 27.49% | Q4 2025 | Jan 12, 2026 |
| Wealthfront Advisers LLC | History | Added to | 2,952 | 363 | 0.0% | 0.0% | 1579 | +1,028 | 53.43% | Q4 2025 | Jan 30, 2026 |
| Heritage Wealth Management, Inc. | History | Reduced | 2,945 | 363 | 0.1% | 0.12% | 1580 | -510 | -14.76% | Q4 2025 | Jan 26, 2026 |
| TMB Capital Partners, LLC | History | New | 2,943 | 362 | 0.12% | — | 1581 | +2,943 | New | Q4 2025 | Feb 19, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | New | 2,900 | 357 | 0.0% | — | 1582 | +2,900 | New | Q4 2025 | Jan 22, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Reduced | 2,899 | 357 | 0.04% | 0.04% | 1583 | -2 | -0.07% | Q4 2025 | Jan 09, 2026 |
| G2 CAPITAL MANAGEMENT, LLC / OH | History | Reduced | 2,896 | 356 | 0.09% | 0.1% | 1584 | -392 | -11.92% | Q4 2025 | Jan 23, 2026 |
| Three Cord True Wealth Management, LLC | History | No change | 2,867 | 353 | 0.21% | 0.23% | 1585 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| SYM FINANCIAL Corp | History | No change | 2,851 | 351 | 0.04% | 0.04% | 1586 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Global Financial Private Client, LLC | History | Reduced | 2,843 | 350 | 0.12% | 0.12% | 1588 | -55 | -1.9% | Q4 2025 | Jan 27, 2026 |
| Strategic Point Investment Advisors, LLC | History | Reduced | 2,840 | 350 | 0.05% | 0.05% | 1587 | -40 | -1.39% | Q4 2025 | Jan 15, 2026 |
| Armstrong, Fleming & Moore, Inc | History | No change | 2,835 | 349 | 0.16% | 0.16% | 1589 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Global Wealth Management Investment Advisory, Inc. | History | Reduced | 2,830 | 348 | 0.06% | 0.06% | 1591 | -137 | -4.62% | Q4 2025 | Feb 04, 2026 |
| Valtinson Bruner Financial Planning LLC | History | Reduced | 2,824 | 348 | 0.1% | 0.1% | 1590 | -58 | -2.01% | Q4 2025 | Feb 09, 2026 |
| Acorn Wealth Advisors, LLC | History | Reduced | 2,807 | 345 | 0.1% | 0.15% | 1592 | -1,260 | -30.98% | Q4 2025 | Feb 10, 2026 |
| High Net Worth Advisory Group LLC | History | Reduced | 2,800 | 345 | 0.08% | 0.11% | 1594 | -1,000 | -26.32% | Q4 2025 | Jan 23, 2026 |
| Onyx Bridge Wealth Group LLC | History | Reduced | 2,801 | 345 | 0.04% | 0.04% | 1593 | -82 | -2.84% | Q4 2025 | Feb 18, 2026 |
| SEEDS INVESTOR LLC | History | Added to | 2,795 | 344 | 0.07% | 0.06% | 1595 | +313 | 12.61% | Q4 2025 | Jan 27, 2026 |
| Sagace Wealth Management LLC | History | Reduced | 2,791 | 344 | 0.23% | 0.23% | 1596 | -47 | -1.66% | Q4 2025 | Feb 02, 2026 |
| Sargent Investment Group, LLC | History | New | 2,790 | 343 | 0.04% | — | 1598 | +2,790 | New | Q4 2025 | Feb 13, 2026 |
| PRESILIUM PRIVATE WEALTH, LLC | History | Added to | 2,788 | 343 | 0.06% | 0.05% | 1600 | +564 | 25.36% | Q4 2025 | Jan 13, 2026 |
| Zullo Investment Group, Inc. | History | Reduced | 2,787 | 343 | 0.13% | 0.14% | 1599 | -332 | -10.64% | Q4 2025 | Jan 26, 2026 |
| BARR E S & CO | History | Added to | 2,788 | 343 | 0.02% | 0.02% | 1597 | +168 | 6.41% | Q4 2025 | Feb 05, 2026 |
| Cornerstone Planning, LLC | History | New | 2,781 | 342 | 0.08% | — | 1603 | +2,781 | New | Q4 2025 | Mar 17, 2026 |
| DIAMOND HILL CAPITAL MANAGEMENT INC | History | New | 2,775 | 342 | 0.0% | — | 1601 | +2,775 | New | Q4 2025 | Feb 06, 2026 |
| M3 Advisory Group, LLC | History | Added to | 2,780 | 342 | 0.21% | 0.21% | 1604 | +1 | 0.04% | Q4 2025 | Jan 16, 2026 |
| Grove Bank & Trust | History | No change | 2,781 | 342 | 0.04% | 0.04% | 1602 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 2,772 | 341 | 0.04% | 0.04% | 1605 | -413 | -12.97% | Q4 2025 | Feb 13, 2026 |
| REGATTA CAPITAL GROUP, LLC | History | Reduced | 2,769 | 341 | 0.05% | 0.06% | 1606 | -140 | -4.81% | Q4 2025 | Jan 13, 2026 |
| Quent Capital, LLC | History | Added to | 2,758 | 339 | 0.02% | 0.03% | 1608 | +274 | 11.03% | Q4 2025 | Jan 29, 2026 |
| SP Asset Management LLC | History | Added to | 2,755 | 339 | 0.03% | 0.03% | 1609 | +3 | 0.11% | Q4 2025 | Jan 28, 2026 |
| MRA Advisory Group | History | Added to | 2,752 | 339 | 0.14% | 0.14% | 1607 | +2 | 0.07% | Q4 2025 | Jan 16, 2026 |
| Rockbridge Investment Management, LCC | History | Reduced | 2,741 | 337 | 0.03% | 0.03% | 1610 | -19 | -0.69% | Q4 2025 | Feb 04, 2026 |
| Paradigm, Strategies in Wealth Management, LLC | History | No change | 2,735 | 337 | 0.22% | 0.21% | 1611 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Plum Street Advisors, LLC | History | No change | 2,741 | 337 | 0.12% | 0.13% | 1612 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Guardian Financial Partners, LLC | History | New | 2,719 | 335 | 0.14% | — | 1614 | +2,719 | New | Q4 2025 | Jan 14, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | History | Added to | 2,720 | 335 | 0.01% | 0.01% | 1613 | +444 | 19.51% | Q4 2025 | Feb 13, 2026 |
| Gibbs Wealth Management | History | Added to | 2,691 | 335 | 0.08% | 0.07% | 1618 | +218 | 8.82% | Q4 2025 | Jan 23, 2026 |
| MELFA WEALTH MANAGEMENT, INC. | History | Reduced | 2,725 | 335 | 0.19% | 0.2% | 1617 | -50 | -1.8% | Q4 2025 | Jan 16, 2026 |
| KAVAR CAPITAL PARTNERS GROUP, LLC | History | No change | 2,718 | 335 | 0.05% | 0.04% | 1615 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| KENNICOTT CAPITAL MANAGEMENT LLC | History | No change | 2,724 | 335 | 0.16% | 0.16% | 1616 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| JAG CAPITAL MANAGEMENT, LLC | History | Reduced | 2,708 | 333 | 0.04% | 0.04% | 1619 | -294 | -9.79% | Q4 2025 | Feb 06, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | Added to | 2,705 | 333 | 0.1% | 0.09% | 1620 | +238 | 9.65% | Q4 2025 | Feb 05, 2026 |
| Ellenbecker Investment Group | History | Added to | 2,694 | 332 | 0.05% | 0.04% | 1621 | +409 | 17.9% | Q4 2025 | Jan 30, 2026 |
| LJI Wealth Management, LLC | History | No change | 2,691 | 331 | 0.05% | 0.06% | 1622 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Aspire Capital Advisors LLC | History | New | 2,673 | 329 | 0.08% | — | 1625 | +2,673 | New | Q4 2025 | Jan 16, 2026 |
| Community Financial Services Group, LLC | History | No change | 2,676 | 329 | 0.06% | 0.06% | 1623 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| United Asset Strategies, Inc. | History | No change | 2,672 | 329 | 0.03% | 0.03% | 1624 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| McAdam, LLC | History | Reduced | 2,664 | 328 | 0.02% | 0.02% | 1626 | -43 | -1.59% | Q4 2025 | Feb 13, 2026 |
| Brady Martz Wealth Solutions, LLC | History | No change | 2,669 | 328 | 0.06% | 0.06% | 1627 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Genesee Capital Advisors, LLC | History | Added to | 2,647 | 326 | 0.13% | 0.14% | 1630 | +3 | 0.11% | Q4 2025 | Jan 16, 2026 |
| Cypress Capital Group | History | No change | 2,650 | 326 | 0.04% | 0.04% | 1628 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| WHALEROCK POINT PARTNERS, LLC | History | No change | 2,646 | 326 | 0.06% | 0.06% | 1629 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Key Capital Management, INC | History | New | 2,626 | 323 | 0.32% | — | 1632 | +2,626 | New | Q4 2025 | Jan 26, 2026 |
| CIM, LLC | History | Added to | 2,628 | 323 | 0.04% | 0.04% | 1631 | +25 | 0.96% | Q4 2025 | Feb 18, 2026 |
| Walser Wealth Management Company, A Ltd Liability Co | History | New | 2,614 | 322 | 0.17% | — | 1636 | +2,614 | New | Q4 2025 | Feb 23, 2026 |
| Mascoma Wealth Management LLC | History | No change | 2,619 | 322 | 0.07% | 0.07% | 1633 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Fermata Advisors, LLC | History | No change | 2,620 | 322 | 0.08% | 0.08% | 1634 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Gordian Advisors LLC | History | No change | 2,616 | 322 | 0.21% | 0.21% | 1635 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Galvin, Gaustad & Stein, LLC | History | No change | 2,612 | 321 | 0.03% | 0.03% | 1637 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| L & S Advisors Inc | History | Reduced | 2,599 | 320 | 0.03% | 0.04% | 1638 | -635 | -19.64% | Q4 2025 | Feb 05, 2026 |
| Octavia Wealth Advisors, LLC | History | Reduced | 2,601 | 320 | 0.03% | 0.03% | 1639 | -20 | -0.76% | Q4 2025 | Jan 23, 2026 |
| Argos Wealth Advisors, LLC | History | New | 2,595 | 319 | 0.09% | — | 1640 | +2,595 | New | Q4 2025 | Feb 04, 2026 |
| Astoria Portfolio Advisors LLC. | History | Reduced | 2,668 | 319 | 0.07% | 0.09% | 1641 | -266 | -9.07% | Q4 2025 | Feb 24, 2026 |
| FSR Wealth Management Ltd. | History | Reduced | 2,580 | 318 | 0.37% | 0.43% | 1643 | -444 | -14.68% | Q4 2025 | Jan 27, 2026 |
| Chesapeake Wealth Management | History | Reduced | 2,580 | 318 | 0.09% | 0.1% | 1642 | -150 | -5.49% | Q4 2025 | Feb 03, 2026 |
| Investment Partners Asset Management, Inc. | History | No change | 2,572 | 317 | 0.2% | 0.2% | 1644 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Clearwave Capital, LLC | History | New | 2,570 | 316 | 0.23% | — | 1646 | +2,570 | New | Q4 2025 | Mar 02, 2026 |
| SAM Advisors, LLC | History | No change | 2,567 | 316 | 0.1% | 0.1% | 1645 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| DAVIDSON TRUST CO | History | Reduced | 2,556 | 315 | 0.13% | 0.13% | 1647 | -133 | -4.95% | Q4 2025 | Jan 27, 2026 |
| Hurlow Wealth Management Group, Inc. | History | New | 2,552 | 314 | 0.08% | — | 1650 | +2,552 | New | Q4 2025 | Feb 17, 2026 |
| Summit Asset Management, LLC | History | Reduced | 2,552 | 314 | 0.04% | 0.09% | 1648 | -2,094 | -45.07% | Q4 2025 | Feb 09, 2026 |
| Vantage Financial Partners, LLC | History | Reduced | 2,552 | 314 | 0.06% | 0.06% | 1651 | -4 | -0.16% | Q4 2025 | Feb 03, 2026 |
| WoodTrust Financial Corp | History | No change | 2,550 | 314 | 0.04% | 0.04% | 1649 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| SMITH, MOORE & CO. | History | Reduced | 2,537 | 312 | 0.02% | 0.03% | 1652 | -484 | -16.02% | Q4 2025 | Jan 23, 2026 |
| Harbor Group, Inc. | History | Reduced | 2,539 | 312 | 0.05% | 0.05% | 1653 | -45 | -1.74% | Q4 2025 | Jan 12, 2026 |
| RESOURCES MANAGEMENT CORP /CT/ /ADV | History | Added to | 2,525 | 311 | 0.04% | 0.04% | 1654 | +121 | 5.03% | Q4 2025 | Feb 13, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | No change | 2,513 | 309 | 0.0% | 0.0% | 1655 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| VAUGHAN DAVID INVESTMENTS LLC/IL | History | No change | 2,506 | 309 | 0.01% | 0.01% | 1656 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| MAIRS & POWER INC | History | No change | 2,509 | 309 | 0.0% | 0.0% | 1657 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Marble Wealth, LLC | History | New | 2,503 | 308 | 0.04% | — | 1658 | +2,503 | New | Q4 2025 | Feb 10, 2026 |
| BLB&B Advisors, LLC | History | Added to | 2,497 | 307 | 0.01% | 0.01% | 1659 | +1 | 0.04% | Q4 2025 | Jan 26, 2026 |
| MARIETTA INVESTMENT PARTNERS LLC | History | Reduced | 2,485 | 306 | 0.06% | 0.07% | 1661 | -720 | -22.46% | Q4 2025 | Feb 10, 2026 |
| DUNCKER STREETT & CO INC | History | Reduced | 2,489 | 306 | 0.05% | 0.06% | 1660 | -199 | -7.4% | Q4 2025 | Jan 27, 2026 |
| Wingate Wealth Advisors, Inc. | History | Added to | 2,489 | 306 | 0.17% | 0.21% | 1663 | +1 | 0.04% | Q4 2025 | Jan 28, 2026 |
| Zuckerman Investment Group, LLC | History | No change | 2,485 | 306 | 0.03% | 0.03% | 1662 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Chemistry Wealth Management LLC | History | Added to | 2,481 | 305 | 0.06% | 0.06% | 1666 | +54 | 2.22% | Q4 2025 | Jan 06, 2026 |
| CAPE ANN SAVINGS BANK | History | No change | 2,476 | 305 | 0.16% | 0.16% | 1664 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Palouse Capital Management, Inc. | History | No change | 2,480 | 305 | 0.2% | 0.19% | 1665 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| VESTIA PERSONAL WEALTH ADVISORS | History | No change | 2,500 | 305 | 0.15% | 0.17% | 1667 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Navalign, LLC | History | Reduced | 2,468 | 304 | 0.07% | 0.09% | 1669 | -505 | -16.99% | Q4 2025 | Feb 05, 2026 |
| FSA WEALTH PARTNERS, INC. | History | Added to | 2,471 | 304 | 0.11% | 0.1% | 1668 | +405 | 19.6% | Q4 2025 | Jan 30, 2026 |
| SHELTON WEALTH MANAGEMENT, LLC | History | Reduced | 2,467 | 304 | 0.13% | 0.14% | 1670 | -174 | -6.59% | Q4 2025 | Jan 26, 2026 |
| Clientfirst Wealth Management, LLC | History | No change | 2,472 | 304 | 0.24% | 0.24% | 1671 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Freedom Investment Management, Inc. | History | Reduced | 2,455 | 302 | 0.09% | 0.1% | 1672 | -669 | -21.41% | Q4 2025 | Feb 06, 2026 |
| WealthCare Investment Partners, LLC | History | Added to | 2,431 | 299 | 0.09% | 0.1% | 1673 | +3 | 0.12% | Q4 2025 | Jan 06, 2026 |
| Windsor Advisory Group, LLC | History | Reduced | 2,420 | 298 | 0.27% | 0.28% | 1674 | -166 | -6.42% | Q4 2025 | Feb 17, 2026 |
| AVAII WEALTH MANAGEMENT, LLC | History | Added to | 2,424 | 298 | 0.11% | 0.11% | 1675 | +1 | 0.04% | Q4 2025 | Jan 13, 2026 |
| David J Yvars Group | History | Added to | 2,412 | 297 | 0.16% | 0.13% | 1677 | +323 | 15.46% | Q4 2025 | Jan 12, 2026 |
| Columbus Macro, LLC | History | No change | 2,412 | 297 | 0.03% | 0.03% | 1676 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Professional Financial Advisors, LLC | History | No change | 2,402 | 296 | 0.06% | 0.06% | 1678 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Everest Management Corp. | History | No change | 2,408 | 296 | 0.17% | 0.18% | 1679 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | No change | 2,400 | 295 | 0.02% | 0.02% | 1680 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Garden State Investment Advisory Services LLC | History | No change | 2,400 | 295 | 0.06% | 0.06% | 1681 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | History | Reduced | 2,391 | 294 | 0.02% | 0.01% | 1682 | -40 | -1.65% | Q4 2025 | Feb 17, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 2,372 | 292 | 0.04% | — | 1684 | +2,372 | New | Q4 2025 | Feb 09, 2026 |
| Founders Financial Alliance, LLC | History | Reduced | 2,370 | 292 | 0.06% | 0.08% | 1683 | -962 | -28.87% | Q4 2025 | Feb 12, 2026 |
| PSI Advisors, LLC | History | No change | 2,361 | 291 | 0.07% | 0.07% | 1685 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Clarity Capital Advisors, LLC | History | No change | 2,366 | 291 | 0.15% | 0.16% | 1686 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Motiv8 Investments LLC | History | Reduced | 2,352 | 290 | 0.16% | 0.16% | 1687 | -84 | -3.45% | Q4 2025 | Feb 13, 2026 |
| Crews Bank & Trust | History | No change | 2,360 | 290 | 0.04% | 0.04% | 1688 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Crew Capital Management, Ltd | History | No change | 2,348 | 289 | 0.18% | 0.19% | 1689 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Greykasell Wealth Strategies, Inc. | History | No change | 2,346 | 289 | 0.11% | 0.12% | 1690 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| OPTIMA CAPITAL LLC | History | Added to | 2,342 | 288 | 0.12% | 0.1% | 1693 | +600 | 34.44% | Q4 2025 | Jan 23, 2026 |
| Michels Family Financial, LLC | History | Added to | 2,340 | 288 | 0.21% | 0.22% | 1692 | +3 | 0.13% | Q4 2025 | Feb 19, 2026 |
| James J. Burns & Company, LLC | History | No change | 2,341 | 288 | 0.04% | 0.04% | 1691 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| OPINICUS CAPITAL, INC. | History | Reduced | 2,326 | 286 | 0.2% | 0.2% | 1695 | -38 | -1.61% | Q4 2025 | Feb 04, 2026 |
| Capital Management Associates, Inc | History | Added to | 2,327 | 286 | 0.06% | 0.08% | 1694 | +3 | 0.13% | Q4 2025 | Jan 21, 2026 |
| Foster Victor Wealth Advisors, LLC | History | Added to | 2,306 | 285 | 0.02% | 0.02% | 1696 | +219 | 10.49% | Q4 2025 | Jan 26, 2026 |
| ACCREDITED INVESTOR SERVICES, LLC | History | Added to | 2,308 | 284 | 0.19% | 0.19% | 1697 | +4 | 0.17% | Q4 2025 | Feb 09, 2026 |
| Mathes Company, Inc. | History | No change | 2,300 | 283 | 0.1% | 0.1% | 1698 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| BAYBAN | History | New | 2,288 | 282 | 0.25% | — | 1700 | +2,288 | New | Q4 2025 | Mar 05, 2026 |
| VOISARD ASSET MANAGEMENT GROUP, INC. | History | No change | 2,292 | 282 | 0.06% | 0.06% | 1699 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Longview Financial Advisors, Inc. | History | Reduced | 2,283 | 281 | 0.19% | 0.2% | 1701 | -33 | -1.42% | Q4 2025 | Feb 02, 2026 |
| Resonant Capital Advisors, LLC | History | Added to | 2,275 | 280 | 0.02% | 0.02% | 1702 | +1 | 0.04% | Q4 2025 | Jan 29, 2026 |
| Geneva Partners, LLC | History | Reduced | 2,261 | 278 | 0.1% | 0.1% | 1703 | -35 | -1.52% | Q4 2025 | Feb 03, 2026 |
| CoreFirst Bank & Trust | History | Added to | 2,249 | 277 | 0.15% | 0.06% | 1704 | +1,293 | 135.25% | Q4 2025 | Feb 11, 2026 |
| Traveka Wealth, LLC | History | New | 2,239 | 275 | 0.11% | — | 1705 | +2,239 | New | Q4 2025 | Jan 08, 2026 |
| Signature Equity Partners, LLC | History | New | 2,232 | 275 | 0.15% | — | 1707 | +2,232 | New | Q4 2025 | Feb 17, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Added to | 2,236 | 275 | 0.25% | 0.24% | 1706 | +118 | 5.57% | Q4 2025 | Jan 29, 2026 |
| OneAscent Financial Services LLC | History | New | 2,223 | 274 | 0.03% | — | 1708 | +2,223 | New | Q4 2025 | Feb 11, 2026 |
| Summit Wealth Group, LLC | History | No change | 2,223 | 274 | 0.06% | 0.06% | 1709 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Legacy Financial Strategies, LLC | History | Added to | 2,216 | 273 | 0.05% | 0.05% | 1710 | +28 | 1.28% | Q4 2025 | Jan 23, 2026 |
| Allred Capital Management, LLC | History | Reduced | 2,201 | 271 | 0.1% | 0.09% | 1712 | -17 | -0.77% | Q4 2025 | Feb 10, 2026 |
| Cordatus Wealth Management LLC | History | No change | 2,200 | 271 | 0.06% | 0.06% | 1711 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Human Investing LLC | History | Added to | 2,193 | 270 | 0.04% | 0.04% | 1714 | +159 | 7.82% | Q4 2025 | Jan 27, 2026 |
| Fragasso Financial Advisors Inc | History | Reduced | 2,196 | 270 | 0.02% | 0.02% | 1713 | -80 | -3.51% | Q4 2025 | Jan 07, 2026 |
| JSF Financial, LLC | History | Added to | 2,192 | 270 | 0.06% | 0.06% | 1715 | +1 | 0.05% | Q4 2025 | Feb 04, 2026 |
| Western Financial Corp/CA | History | Reduced | 2,184 | 269 | 0.11% | 0.13% | 1718 | -290 | -11.72% | Q4 2025 | Jan 21, 2026 |
| Chevy Chase Trust Holdings, LLC | History | No change | 2,185 | 269 | 0.0% | 0.0% | 1716 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| First Bank & Trust | History | No change | 2,184 | 269 | 0.04% | 0.04% | 1717 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| SACHEM HILL LLC | History | No change | 2,185 | 269 | 0.05% | 0.05% | 1719 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Riverbend Wealth Management, LLC | History | Added to | 2,180 | 268 | 0.17% | 0.17% | 1721 | +187 | 9.38% | Q4 2025 | Jan 29, 2026 |
| Fortis Advisors, LLC | History | Added to | 2,176 | 268 | 0.15% | 0.15% | 1720 | +28 | 1.3% | Q4 2025 | Feb 10, 2026 |
| Evernest Financial Advisors, LLC | History | New | 2,186 | 267 | 0.06% | — | 1725 | +2,186 | New | Q4 2025 | Feb 13, 2026 |
| Allegiance Financial Group Advisory Services LLC | History | Added to | 2,173 | 267 | 0.06% | 0.06% | 1724 | +1 | 0.05% | Q4 2025 | Feb 03, 2026 |
| Bangor Savings Bank | History | No change | 2,169 | 267 | 0.02% | 0.02% | 1722 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | No change | 2,168 | 267 | 0.02% | 0.02% | 1723 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Portland Financial Advisors Inc | History | Reduced | 2,164 | 266 | 0.57% | 0.84% | 1728 | -1,100 | -33.7% | Q4 2025 | Feb 06, 2026 |
| GREENWOOD CAPITAL ASSOCIATES LLC | History | No change | 2,160 | 266 | 0.03% | 0.03% | 1726 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Mallini Complete Financial Planning LLC | History | No change | 2,164 | 266 | 0.21% | 0.21% | 1727 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| ANB BANK | History | Reduced | 2,157 | 265 | 0.11% | 0.11% | 1731 | -28 | -1.28% | Q4 2025 | Feb 13, 2026 |
| Edgemoor Investment Advisors, Inc. | History | No change | 2,153 | 265 | 0.02% | 0.02% | 1729 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 2,151 | 265 | 0.03% | 0.02% | 1730 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Moors & Cabot, Inc. | History | Added to | 2,144 | 264 | 0.01% | 0.01% | 1732 | +276 | 14.78% | Q4 2025 | Feb 10, 2026 |
| SevenBridge Financial Group, LLC | History | No change | 2,128 | 264 | 0.04% | 0.04% | 1733 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Goodman Advisory Group, LLC | History | No change | 2,143 | 264 | 0.06% | 0.06% | 1734 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| A&I FINANCIAL SERVICES, LLC | History | No change | 2,137 | 263 | 0.12% | 0.13% | 1735 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Colonial Trust Co / SC | History | No change | 2,139 | 263 | 0.04% | 0.03% | 1736 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Cambridge Financial Group, LLC | History | No change | 2,591 | 263 | 0.09% | 0.1% | 1737 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Reduced | 2,131 | 262 | 0.02% | 0.03% | 1739 | -1,493 | -41.2% | Q4 2025 | Feb 17, 2026 |
| Menard Financial Group LLC | History | No change | 2,129 | 262 | 0.18% | 0.17% | 1738 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Impact Capital Partners LLC | History | Reduced | 2,124 | 261 | 0.08% | 0.08% | 1741 | -3 | -0.14% | Q4 2025 | Jan 07, 2026 |
| Perfromance Wealth Partners, LLC | History | No change | 2,124 | 261 | 0.01% | 0.01% | 1740 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Michael Brady & Co., LLC | History | New | 2,117 | 260 | 0.26% | — | 1742 | +2,117 | New | Q4 2025 | Jan 27, 2026 |
| Ledyard National Bank | History | Reduced | 2,109 | 259 | 0.02% | 0.02% | 1743 | -30 | -1.4% | Q4 2025 | Jan 21, 2026 |
| D'Orazio & Associates, Inc. | History | No change | 2,103 | 259 | 0.03% | 0.03% | 1744 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Legacy Private Trust Co. | History | No change | 2,088 | 257 | 0.02% | 0.02% | 1745 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| CarsonAllaria Wealth Management, Ltd. | History | Added to | 2,080 | 256 | 0.13% | 0.13% | 1747 | +22 | 1.07% | Q4 2025 | Jan 22, 2026 |
| Beaton Management Co. Inc. | History | No change | 2,080 | 256 | 0.11% | 0.11% | 1746 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| GUIDANCE CAPITAL, INC | History | Added to | 2,077 | 255 | 0.06% | 0.07% | 1749 | +1 | 0.05% | Q4 2025 | Jan 23, 2026 |
| Orange Investment Advisors, Inc. | History | No change | 2,075 | 255 | 0.03% | 0.03% | 1748 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Broussard Financial Group LLC | History | New | 2,055 | 253 | 0.21% | — | 1750 | +2,055 | New | Q4 2025 | Feb 02, 2026 |
| Kuhn & Co Investment Counsel | History | New | 2,055 | 253 | 0.17% | — | 1751 | +2,055 | New | Q4 2025 | Feb 09, 2026 |
| Aspen Wealth Management LLC | History | Added to | 2,050 | 252 | 0.05% | 0.05% | 1752 | +2 | 0.1% | Q4 2025 | Jan 05, 2026 |
| Argentarii, LLC | History | Reduced | 2,044 | 251 | 0.08% | 0.11% | 1757 | -165 | -7.47% | Q4 2025 | Jan 13, 2026 |
| WESPAC Advisors, LLC | History | No change | 2,039 | 251 | 0.14% | 0.14% | 1753 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Vivaldi Capital Management LP | History | No change | 2,040 | 251 | 0.03% | 0.03% | 1754 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Platform Technology Partners | History | No change | 2,040 | 251 | 0.05% | 0.06% | 1755 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| STAGE HARBOR FINANCIAL, LLC | History | No change | 2,040 | 251 | 0.17% | 0.18% | 1756 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Total Wealth Planning, LLC | History | Reduced | 2,028 | 250 | 0.53% | 0.63% | 1758 | -43,256 | -95.52% | Q4 2025 | Feb 13, 2026 |
| Capital Advisors Wealth Management, LLC | History | Reduced | 2,033 | 250 | 0.03% | 0.04% | 1759 | -394 | -16.23% | Q4 2025 | Jan 21, 2026 |
| DB Fitzpatrick & Co, Inc | History | Reduced | 2,033 | 250 | 0.22% | 0.23% | 1760 | -34 | -1.64% | Q4 2025 | Jan 15, 2026 |
| CAMBIENT FAMILY OFFICE, LLC | History | New | 2,021 | 249 | 0.04% | — | 1762 | +2,021 | New | Q4 2025 | Feb 20, 2026 |
| Oregon Pacific Wealth Management, LLC | History | Reduced | 2,027 | 249 | 0.26% | 0.27% | 1761 | -597 | -22.75% | Q4 2025 | Jan 16, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | Reduced | 2,019 | 248 | 0.04% | 0.05% | 1763 | -809 | -28.61% | Q4 2025 | Feb 03, 2026 |
| Princeton Global Asset Management LLC | History | Added to | 2,005 | 247 | 0.04% | 0.0% | 1765 | +1,805 | 902.5% | Q4 2025 | Jan 20, 2026 |
| NORTHEAST INVESTMENT MANAGEMENT | History | No change | 2,004 | 247 | 0.01% | 0.01% | 1764 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Belvedere Trading LLC | History | New | 2,000 | 246 | 0.0% | — | 1767 | +2,000 | New | Q4 2025 | Feb 10, 2026 |
| KTF INVESTMENTS, LLC | History | New | 2,000 | 246 | 0.04% | — | 1770 | +2,000 | New | Q4 2025 | Jan 30, 2026 |
| Western Reserve Capital Management, LLC | History | New | 2,000 | 246 | 0.23% | — | 1771 | +2,000 | New | Q4 2025 | Feb 10, 2026 |
| CIBC WORLD MARKET INC. | History | New | 1,999 | 246 | 0.0% | — | 1766 | +1,999 | New | Q4 2025 | Feb 10, 2026 |
| SHP Wealth Management | History | New | 1,997 | 246 | 0.02% | — | 1768 | +1,997 | New | Q4 2025 | Mar 04, 2026 |
| NorthStar Asset Management LLC /NJ/ | History | Added to | 1,999 | 246 | 0.11% | 0.12% | 1769 | +2 | 0.1% | Q4 2025 | Feb 10, 2026 |
| Integris Wealth Management, LLC | History | No change | 1,991 | 245 | 0.06% | 0.06% | 1772 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Delos Wealth Advisors, LLC | History | No change | 1,992 | 245 | 0.16% | 0.16% | 1773 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Tranquility Partners, LLC | History | Added to | 1,973 | 243 | 0.09% | 0.08% | 1775 | +34 | 1.75% | Q4 2025 | Feb 03, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Added to | 1,975 | 243 | 0.01% | 0.01% | 1774 | +2 | 0.1% | Q4 2025 | Jan 15, 2026 |
| North Forty Two & Co. | History | No change | 1,972 | 243 | 0.23% | 0.23% | 1776 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Pathfinder Wealth Consulting, Inc. | History | New | 1,966 | 242 | 0.15% | — | 1779 | +1,966 | New | Q4 2025 | Feb 09, 2026 |
| Stewardship Advisors, LLC | History | Added to | 1,967 | 242 | 0.06% | 0.05% | 1778 | +219 | 12.53% | Q4 2025 | Jan 15, 2026 |
| Waldron Private Wealth LLC | History | No change | 1,964 | 242 | 0.01% | 0.01% | 1777 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | New | 1,961 | 241 | 0.01% | — | 1781 | +1,961 | New | Q4 2025 | Feb 17, 2026 |
| Ignite Planners, LLC | History | Added to | 1,948 | 241 | 0.04% | 0.04% | 1780 | +88 | 4.73% | Q4 2025 | Feb 06, 2026 |
| VSM Wealth Advisory, LLC | History | Added to | 1,948 | 240 | 0.07% | 0.07% | 1783 | +2 | 0.1% | Q4 2025 | Feb 06, 2026 |
| AIRE ADVISORS, LLC | History | No change | 1,952 | 240 | 0.04% | 0.04% | 1782 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Centric Wealth Management | History | Added to | 1,929 | 239 | 0.05% | 0.05% | 1785 | +1 | 0.05% | Q4 2025 | Feb 04, 2026 |
| Tidal Investments LLC | History | No change | 1,946 | 239 | 0.0% | 0.0% | 1784 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 1,940 | 239 | 0.03% | 0.03% | 1786 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| FIRST BUSINESS FINANCIAL SERVICES, INC. | History | No change | 1,933 | 238 | 0.02% | 0.02% | 1787 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Willis Investment Counsel | History | No change | 1,929 | 237 | 0.01% | 0.01% | 1788 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Bluesphere Advisors LLC | History | No change | 1,928 | 237 | 0.1% | 0.11% | 1789 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Imprint Wealth LLC | History | Reduced | 1,917 | 236 | 1.1% | 2.46% | 1791 | -4,451 | -69.9% | Q4 2025 | Feb 17, 2026 |
| Axim Planning & Wealth | History | Reduced | 1,921 | 236 | 0.25% | 0.21% | 1790 | -257 | -11.8% | Q4 2025 | Feb 13, 2026 |
| Plan A Wealth LLC | History | No change | 1,921 | 236 | 0.12% | 0.12% | 1792 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Plan Group Financial, LLC | History | Reduced | 1,907 | 235 | 0.06% | 0.07% | 1794 | -357 | -15.77% | Q4 2025 | Feb 03, 2026 |
| BancFirst Trust & Investment Management | History | No change | 1,896 | 235 | 0.1% | 0.09% | 1793 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | Reduced | 1,896 | 233 | 0.06% | 0.07% | 1797 | -134 | -6.6% | Q4 2025 | Jan 28, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 1,894 | 233 | 0.01% | 0.01% | 1795 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Fortitude Advisory Group L.L.C. | History | No change | 1,898 | 233 | 0.1% | 0.12% | 1796 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Chicago Capital, LLC | History | Reduced | 1,883 | 232 | 0.01% | 0.01% | 1798 | -405 | -17.7% | Q4 2025 | Jan 26, 2026 |
| Midwest Financial Partners Investments, Inc. | History | New | 1,880 | 231 | 0.13% | — | 1800 | +1,880 | New | Q4 2025 | Feb 06, 2026 |
| Berkshire Money Management, Inc. | History | New | 1,875 | 231 | 0.02% | — | 1799 | +1,875 | New | Q4 2025 | Jan 27, 2026 |
| REAP Financial Group, LLC | History | Reduced | 1,881 | 231 | 0.05% | 0.05% | 1802 | -140 | -6.93% | Q4 2025 | Feb 10, 2026 |
| Premier Path Wealth Partners, LLC | History | No change | 1,879 | 231 | 0.03% | 0.03% | 1801 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Covenant Asset Management, LLC | History | Reduced | 1,869 | 230 | 0.03% | 0.03% | 1804 | -13 | -0.69% | Q4 2025 | Jan 30, 2026 |
| NORRIS PERNE & FRENCH LLP/MI | History | Added to | 1,872 | 230 | 0.02% | 0.02% | 1803 | +12 | 0.65% | Q4 2025 | Jan 23, 2026 |
| Washington Trust Advisors, Inc. | History | Reduced | 1,855 | 228 | 0.02% | 0.02% | 1806 | -12 | -0.64% | Q4 2025 | Feb 03, 2026 |
| TANDEM CAPITAL MANAGEMENT CORP /ADV | History | No change | 1,853 | 228 | 0.1% | 0.1% | 1805 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Maple Capital Management, Inc. | History | Added to | 1,848 | 227 | 0.01% | 0.01% | 1807 | +32 | 1.76% | Q4 2025 | Feb 03, 2026 |
| Inscription Capital, LLC | History | Added to | 1,838 | 226 | 0.02% | 0.02% | 1809 | +2 | 0.11% | Q4 2025 | Jan 29, 2026 |
| E&G Advisors, LP | History | No change | 1,840 | 226 | 0.05% | 0.05% | 1808 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Rockline Wealth Management, LLC | History | No change | 1,841 | 226 | 0.05% | 0.05% | 1810 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Coppell Advisory Solutions LLC | History | Reduced | 1,819 | 225 | 0.02% | 0.03% | 1811 | -281 | -13.38% | Q4 2025 | Feb 17, 2026 |
| Solidarity Wealth, LLC | History | No change | 1,830 | 225 | 0.05% | 0.05% | 1812 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Green Ridge Wealth Planning LLC | History | New | 1,817 | 223 | 0.11% | — | 1815 | +1,817 | New | Q4 2025 | Mar 11, 2026 |
| BFSG, LLC | History | No change | 1,814 | 223 | 0.02% | 0.02% | 1813 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Berkeley, Inc | History | No change | 1,810 | 223 | 0.07% | 0.07% | 1814 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Synergy Asset Management, LLC | History | New | 1,806 | 222 | 0.02% | — | 1817 | +1,806 | New | Q4 2025 | Jan 13, 2026 |
| Abound Wealth Management | History | Added to | 1,806 | 222 | 0.05% | 0.04% | 1819 | +458 | 33.98% | Q4 2025 | Jan 12, 2026 |
| MATTERN CAPITAL MANAGEMENT, LLC | History | Reduced | 1,806 | 222 | 0.03% | 0.03% | 1818 | -69 | -3.68% | Q4 2025 | Jan 29, 2026 |
| Redhawk Wealth Advisors, Inc. | History | No change | 1,806 | 222 | 0.02% | 0.03% | 1816 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Kagan Cocozza Asset Management | History | No change | 1,808 | 222 | 0.16% | 0.17% | 1820 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | No change | 1,795 | 221 | 0.02% | 0.02% | 1821 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Bill Few Associates, Inc. | History | No change | 1,798 | 221 | 0.05% | 0.06% | 1822 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Post Resch Tallon Group Inc. | History | Reduced | 1,785 | 220 | 0.19% | 0.2% | 1823 | -76 | -4.08% | Q4 2025 | Jan 09, 2026 |
| Global Strategic Investment Solutions, LLC | History | Added to | 1,770 | 218 | 0.02% | 0.02% | 1824 | +2 | 0.11% | Q4 2025 | Jan 29, 2026 |
| Hobart Private Capital, LLC | History | New | 1,768 | 217 | 0.04% | — | 1826 | +1,768 | New | Q4 2025 | Jan 27, 2026 |
| Pacific Asset Management, LLC | History | Added to | 1,761 | 217 | 0.13% | 0.14% | 1827 | +1 | 0.06% | Q4 2025 | Jan 28, 2026 |
| KLINGENSTEIN FIELDS & CO LP | History | No change | 1,765 | 217 | 0.01% | 0.01% | 1825 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Braeburn Wealth Management LLC | History | New | 1,757 | 216 | 0.11% | — | 1830 | +1,757 | New | Q4 2025 | Feb 18, 2026 |
| BUILDER INVESTMENT GROUP INC /ADV | History | Reduced | 1,756 | 216 | 0.05% | 0.05% | 1828 | -175 | -9.06% | Q4 2025 | Jan 28, 2026 |
| Sand Hill Global Advisors, LLC | History | No change | 1,755 | 216 | 0.01% | 0.01% | 1829 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| LifeWealth Investments, LLC | History | Reduced | 1,738 | 214 | 0.07% | 0.07% | 1831 | -5 | -0.29% | Q4 2025 | Jan 26, 2026 |
| SMI Advisory Services, LLC | History | No change | 1,708 | 213 | 0.04% | 0.04% | 1832 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Straight Path Wealth Management | History | No change | 1,734 | 213 | 0.06% | 0.06% | 1833 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Prosperity Wealth Management, Inc. | History | New | 1,726 | 212 | 0.07% | — | 1835 | +1,726 | New | Q4 2025 | Mar 27, 2026 |
| Twelve Points Wealth Management LLC | History | Reduced | 1,705 | 212 | 0.05% | 0.06% | 1834 | -264 | -13.41% | Q4 2025 | Jan 23, 2026 |
| Wealth Forward, LLC | History | No change | 1,720 | 212 | 0.12% | 0.12% | 1836 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | New | 1,719 | 211 | 0.0% | — | 1837 | +1,719 | New | Q4 2025 | Feb 17, 2026 |
| Arkos Global Advisors | History | Reduced | 1,713 | 211 | 0.03% | 0.03% | 1840 | -271 | -13.66% | Q4 2025 | Feb 13, 2026 |
| Capstone Financial Advisors, Inc. | History | Reduced | 1,716 | 211 | 0.01% | 0.01% | 1839 | -40 | -2.28% | Q4 2025 | Feb 17, 2026 |
| Linscomb Wealth, Inc. | History | No change | 1,715 | 211 | 0.01% | 0.01% | 1838 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| HRC WEALTH MANAGEMENT, LLC | History | No change | 1,714 | 211 | 0.1% | 0.1% | 1841 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Maxele Advisors, LLC | History | No change | 1,715 | 211 | 0.17% | 0.18% | 1842 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Argo Wealth Advisory, LLC | History | New | 1,709 | 210 | 0.13% | — | 1846 | +1,709 | New | Q4 2025 | Jan 26, 2026 |
| GW HENSSLER & ASSOCIATES LTD | History | Reduced | 1,711 | 210 | 0.01% | 0.01% | 1843 | -146 | -7.86% | Q4 2025 | Feb 10, 2026 |
| Strata Wealth Advisors, LLC | History | Reduced | 1,706 | 210 | 0.06% | 0.05% | 1845 | -3 | -0.18% | Q4 2025 | Feb 12, 2026 |
| Inlight Wealth Management, LLC | History | No change | 210,897 | 210 | 0.08% | 0.1% | 1844 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Tannin Capital LLC | History | New | 1,701 | 209 | 0.19% | — | 1848 | +1,701 | New | Q4 2025 | Feb 17, 2026 |
| Hamilton Point Investment Advisors, LLC | History | New | 1,698 | 209 | 0.03% | — | 1847 | +1,698 | New | Q4 2025 | Feb 12, 2026 |
| Thrive Capital Management, LLC | History | New | 1,682 | 207 | 0.05% | — | 1849 | +1,682 | New | Q4 2025 | Feb 09, 2026 |
| Grey Fox Wealth Advisors, LLC | History | Reduced | 1,679 | 206 | 0.04% | 0.05% | 1850 | -442 | -20.84% | Q4 2025 | Feb 12, 2026 |
| RDA Financial Network | History | New | 1,670 | 205 | 0.05% | — | 1851 | +1,670 | New | Q4 2025 | Jan 06, 2026 |
| MATAURO, LLC | History | Added to | 1,670 | 205 | 0.03% | 0.03% | 1854 | +2 | 0.12% | Q4 2025 | Jan 16, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 1,664 | 205 | 0.01% | 0.01% | 1852 | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| Wrenne Financial Planning LLC | History | No change | 1,670 | 205 | 0.08% | 0.09% | 1853 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| OneAscent Wealth Management LLC | History | New | 1,662 | 204 | 0.07% | — | 1857 | +1,662 | New | Q4 2025 | Feb 11, 2026 |
| Pointe Capital Management LLC | History | New | 1,656 | 204 | 0.1% | — | 1855 | +1,656 | New | Q4 2025 | Feb 17, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | Reduced | 1,657 | 204 | 0.01% | 0.01% | 1856 | -314 | -15.93% | Q4 2025 | Jan 16, 2026 |
| Sankala Group LLC | History | New | 1,691 | 202 | 0.16% | — | 1861 | +1,691 | New | Q4 2025 | Mar 02, 2026 |
| Columbia Bank | History | New | 1,639 | 202 | 0.06% | — | 1860 | +1,639 | New | Q4 2025 | Feb 13, 2026 |
| Buttonwood Financial Group, LLC | History | Reduced | 1,624 | 202 | 0.11% | 0.12% | 1859 | -700 | -30.12% | Q4 2025 | Jan 13, 2026 |
| Asset Dedication, LLC | History | No change | 1,643 | 202 | 0.01% | 0.01% | 1858 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Nova Wealth Management, Inc. | History | Reduced | 1,633 | 201 | 0.14% | 0.15% | 1862 | -92 | -5.33% | Q4 2025 | Jan 14, 2026 |
| Abacus Wealth Partners, LLC | History | New | 1,628 | 200 | 0.02% | — | 1867 | +1,628 | New | Q4 2025 | Feb 05, 2026 |
| Wealth Management Partners, LLC | History | New | 1,627 | 200 | 0.06% | — | 1865 | +1,627 | New | Q4 2025 | Jan 12, 2026 |
| Hendershot Investments Inc. | History | New | 1,626 | 200 | 0.03% | — | 1863 | +1,626 | New | Q4 2025 | Jan 26, 2026 |
| Greenhouse Wealth Management, LLC | History | New | 1,626 | 200 | 0.12% | — | 1866 | +1,626 | New | Q4 2025 | Jan 21, 2026 |
| Coordinated Financial Services, Inc. | History | New | 1,624 | 200 | 0.12% | — | 1868 | +1,624 | New | Q4 2025 | Feb 09, 2026 |
| Trexquant Investment LP | History | Reduced | 1,630 | 200 | 0.0% | 0.0% | 1864 | -264 | -13.94% | Q4 2025 | Feb 17, 2026 |
| Atlantic Private Wealth, LLC | History | Added to | 1,588 | 195 | 0.12% | 0.12% | 1869 | +2 | 0.13% | Q4 2025 | Feb 11, 2026 |
| Basepoint Wealth LLC | History | New | 1,580 | 194 | 0.12% | — | 1870 | +1,580 | New | Q4 2025 | Feb 10, 2026 |
| First PREMIER Bank | History | No change | 1,530 | 189 | 0.04% | 0.04% | 1871 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Addison Advisors LLC | History | No change | 1,536 | 189 | 0.04% | 0.04% | 1872 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| BASSO CAPITAL MANAGEMENT, L.P. | History | Added to | 1,522 | 187 | 0.11% | 0.02% | 1873 | +1,321 | 657.21% | Q4 2025 | Feb 17, 2026 |
| Safe Harbor Family Capital, LLC | History | New | 1,454 | 179 | 0.16% | — | 1875 | +1,454 | New | Q4 2025 | Jan 30, 2026 |
| Indiana Trust & Investment Management Co | History | No change | 1,453 | 179 | 0.05% | 0.05% | 1874 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 1,415 | 174 | 0.0% | 0.0% | 1876 | +5 | 0.35% | Q4 2025 | Feb 09, 2026 |
| Center for Financial Planning, Inc. | History | Reduced | 1,369 | 168 | 0.02% | 0.02% | 1877 | -215 | -13.57% | Q4 2025 | Feb 05, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 1,350 | 166 | 0.14% | 0.14% | 1878 | +2 | 0.15% | Q4 2025 | Jan 26, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | Reduced | 1,337 | 164 | 0.02% | 0.02% | 1879 | -294 | -18.03% | Q4 2025 | Jan 22, 2026 |
| Cardinal Strategic Wealth Guidance | History | No change | 1,326 | 163 | 0.04% | 0.04% | 1880 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Team Financial Group, LLC | History | Added to | 1,317 | 162 | 0.07% | 0.07% | 1881 | +60 | 4.77% | Q4 2025 | Jan 13, 2026 |
| Red Tortoise LLC | History | No change | 1,316 | 162 | 0.07% | 0.07% | 1882 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| WOLFF WIESE MAGANA LLC | History | Reduced | 1,259 | 155 | 0.08% | 0.09% | 1883 | -25 | -1.95% | Q4 2025 | Jan 14, 2026 |
| BankPlus Trust Department | History | Added to | 1,190 | 146 | 0.04% | 0.01% | 1884 | +835 | 235.21% | Q4 2025 | Jan 27, 2026 |
| Clearstead Trust, LLC | History | No change | 1,168 | 143 | 0.02% | 0.02% | 1885 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Horizon Investments, LLC | History | New | 1,121 | 138 | 0.0% | — | 1886 | +1,121 | New | Q4 2025 | Feb 02, 2026 |
| Insight Inv LLC | History | Reduced | 1,113 | 137 | 0.08% | 0.08% | 1887 | -82 | -6.86% | Q4 2025 | Feb 06, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 1,092 | 134 | 0.07% | 0.08% | 1888 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| West Branch Capital LLC | History | Added to | 1,086 | 133 | 0.03% | 0.03% | 1889 | +1 | 0.09% | Q4 2025 | Jan 16, 2026 |
| Milestone Investment Advisors LLC | History | No change | 1,076 | 132 | 0.03% | 0.03% | 1890 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Aventura Private Wealth, LLC | History | Added to | 1,065 | 131 | 0.05% | 0.05% | 1891 | +1 | 0.09% | Q4 2025 | Jan 07, 2026 |
| SouthState Bank Corp | History | Reduced | 1,045 | 128 | 0.01% | 0.01% | 1892 | -330 | -24.0% | Q4 2025 | Feb 11, 2026 |
| Bulwark Capital Corp | History | No change | 1,044 | 128 | 0.09% | 0.1% | 1893 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| AMERIFLEX GROUP, INC. | History | Added to | 1,035 | 127 | 0.07% | 0.04% | 1896 | +145 | 16.29% | Q4 2025 | Feb 18, 2026 |
| IMA Advisory Services, Inc. | History | No change | 1,031 | 127 | 0.01% | 0.01% | 1894 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Hoese & Co LLP | History | No change | 1,032 | 127 | 0.09% | 0.09% | 1895 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Register Financial Advisors LLC | History | Reduced | 1,023 | 126 | 0.05% | 0.05% | 1898 | -8 | -0.78% | Q4 2025 | Jan 21, 2026 |
| Realta Investment Advisors | History | Reduced | 1,023 | 126 | 0.04% | 0.04% | 1897 | -4 | -0.39% | Q4 2025 | Jan 20, 2026 |
| Anchor Investment Management, LLC | History | No change | 1,008 | 124 | 0.01% | 0.01% | 1899 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| KERR FINANCIAL PLANNING Corp | History | Reduced | 1,046 | 123 | 0.17% | 0.18% | 1900 | -1 | -0.1% | Q4 2025 | Feb 10, 2026 |
| JDM Financial Group LLC | History | No change | 996 | 122 | 0.05% | 0.05% | 1901 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Holos Integrated Wealth LLC | History | Added to | 957 | 118 | 0.07% | 0.03% | 1903 | +532 | 125.18% | Q4 2025 | Jan 05, 2026 |
| PITTENGER & ANDERSON INC | History | No change | 965 | 118 | 0.0% | 0.0% | 1902 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | History | No change | 950 | 117 | 0.04% | 0.04% | 1904 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 947 | 116 | 0.09% | — | 1905 | +947 | New | Q4 2025 | Feb 11, 2026 |
| MOTCO | History | No change | 920 | 113 | 0.01% | 0.01% | 1906 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Frankly Finances, LLC | History | New | 912 | 112 | 0.1% | — | 1907 | +912 | New | Q4 2025 | Jan 26, 2026 |
| Elyxium Wealth, LLC | History | New | 900 | 110 | 0.03% | — | 1908 | +900 | New | Q4 2025 | Feb 05, 2026 |
| MGB Wealth Management, LLC | History | No change | 892 | 109 | 0.03% | 0.03% | 1909 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 884 | 108 | 0.08% | 0.08% | 1910 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| High Point Wealth Management, LLC | History | New | 873 | 107 | 0.1% | — | 1912 | +873 | New | Q4 2025 | Jan 29, 2026 |
| Balentine LLC | History | No change | 874 | 107 | 0.0% | 0.0% | 1911 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| HOEY INVESTMENTS, INC | History | No change | 865 | 106 | 0.01% | 0.01% | 1913 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| DV Trading LLC | History | New | 858 | 105 | 0.0% | — | 1915 | +858 | New | Q4 2025 | Feb 17, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | No change | 854 | 105 | 0.01% | 0.01% | 1914 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Black Cypress Capital Management, LLC | History | Reduced | 839 | 103 | 0.07% | 0.09% | 1918 | -189 | -18.39% | Q4 2025 | Feb 10, 2026 |
| Armor Investment Advisors, LLC | History | No change | 838 | 103 | 0.04% | 0.03% | 1916 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| BALLAST ADVISORS LLC | History | No change | 838 | 103 | 0.03% | 0.03% | 1917 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| ARCADIA INVESTMENT MANAGEMENT CORP/MI | History | Added to | 835 | 102 | 0.02% | 0.0% | 1919 | +822 | 6323.08% | Q4 2025 | Feb 10, 2026 |
| Nemes Rush Group LLC | History | Added to | 815 | 100 | 0.01% | 0.01% | 1920 | +202 | 32.95% | Q4 2025 | Feb 11, 2026 |
| Root Financial Partners, LLC | History | Reduced | 790 | 97 | 0.0% | 0.01% | 1921 | -488 | -38.18% | Q4 2025 | Feb 10, 2026 |
| Collier Financial | History | Reduced | 780 | 96 | 0.07% | 0.08% | 1922 | -86 | -9.93% | Q4 2025 | Feb 12, 2026 |
| Birchwood Financial Partners, Inc. | History | New | 761 | 93 | 0.09% | — | 1924 | +761 | New | Q4 2025 | Feb 19, 2026 |
| Frazier Financial Advisors, LLC | History | Reduced | 760 | 93 | 0.06% | 0.06% | 1923 | -83 | -9.85% | Q4 2025 | Feb 09, 2026 |
| Corsicana & Co. | History | No change | 736 | 90 | 0.05% | 0.05% | 1925 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Signature Resources Capital Management, LLC | History | Reduced | 727 | 89 | 0.04% | 0.06% | 1926 | -152 | -17.29% | Q4 2025 | Jan 21, 2026 |
| Noble Wealth Management PBC | History | Reduced | 725 | 89 | 0.04% | 0.05% | 1927 | -25 | -3.33% | Q4 2025 | Jan 05, 2026 |
| Rice Partnership, LLC | History | Reduced | 722 | 88 | 0.01% | 0.01% | 1928 | -117 | -13.95% | Q4 2025 | Feb 10, 2026 |
| Aspect Partners, LLC | History | No change | 720 | 88 | 0.04% | 0.04% | 1929 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 708 | 87 | 0.02% | 0.02% | 1930 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | No change | 704 | 85 | 0.06% | 0.06% | 1931 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| HHM Wealth Advisors, LLC | History | Added to | 689 | 84 | 0.01% | 0.01% | 1932 | +59 | 9.37% | Q4 2025 | Jan 22, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | No change | 642 | 79 | 0.04% | 0.04% | 1933 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Garton & Associates Financial Advisors LLC | History | New | 636 | 78 | 0.04% | — | 1935 | +636 | New | Q4 2025 | Feb 18, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 640 | 78 | 0.0% | 0.0% | 1934 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 628 | 77 | 0.0% | 0.0% | 1936 | +78 | 14.18% | Q4 2025 | Jan 07, 2026 |
| IAG Wealth Partners, LLC | History | No change | 625 | 77 | 0.01% | 0.01% | 1937 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Added to | 621 | 76 | 0.03% | 0.01% | 1938 | +568 | 1071.7% | Q4 2025 | Jan 20, 2026 |
| Capital Investment Counsel, Inc | History | New | 612 | 75 | 0.01% | — | 1939 | +612 | New | Q4 2025 | Jan 23, 2026 |
| Strategic Wealth Advisors LLC | History | New | 610 | 75 | 0.06% | — | 1940 | +610 | New | Q4 2025 | Feb 03, 2026 |
| City State Bank | History | New | 606 | 74 | 0.02% | — | 1941 | +606 | New | Q4 2025 | Jan 28, 2026 |
| Graney & King, LLC | History | Reduced | 576 | 71 | 0.04% | 0.07% | 1942 | -241 | -29.5% | Q4 2025 | Feb 13, 2026 |
| Roxbury Financial LLC | History | Added to | 581 | 71 | 0.06% | 0.06% | 1943 | +1 | 0.17% | Q4 2025 | Jan 05, 2026 |
| CDKV HOLDINGS LLC | History | New | 575 | 70 | 0.06% | — | 1945 | +575 | New | Q4 2025 | Feb 17, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | Reduced | 576 | 70 | 0.0% | 0.0% | 1944 | -175 | -23.3% | Q4 2025 | Feb 12, 2026 |
| IMG Wealth Management, Inc. | History | New | 566 | 69 | 0.04% | — | 1946 | +566 | New | Q4 2025 | Feb 05, 2026 |
| Westside Investment Management, Inc. | History | No change | 555 | 68 | 0.01% | 0.01% | 1947 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | New | 536 | 66 | 0.05% | — | 1949 | +536 | New | Q4 2025 | Mar 05, 2026 |
| ADIRONDACK TRUST CO | History | No change | 537 | 66 | 0.02% | 0.02% | 1948 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Independence Bank of Kentucky | History | No change | 525 | 64 | 0.01% | 0.01% | 1950 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| CURIO WEALTH, LLC | History | No change | 519 | 64 | 0.02% | 0.03% | 1951 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Kozak & Associates, Inc. | History | Added to | 507 | 63 | 0.01% | 0.01% | 1952 | +1 | 0.2% | Q4 2025 | Jan 12, 2026 |
| True Wealth Design, LLC | History | No change | 501 | 61 | 0.02% | 0.02% | 1953 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| HighMark Wealth Management LLC | History | Added to | 479 | 58 | 0.02% | 0.02% | 1954 | +56 | 13.24% | Q4 2025 | Feb 05, 2026 |
| Concord Wealth Partners | History | Reduced | 465 | 57 | 0.01% | 0.01% | 1955 | -87 | -15.76% | Q4 2025 | Jan 29, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 460 | 56 | 0.01% | 0.01% | 1956 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | No change | 452 | 55 | 0.03% | 0.03% | 1957 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| OAK HARBOR WEALTH PARTNERS, LLC | History | Reduced | 445 | 54 | 0.01% | 0.01% | 1958 | -52 | -10.46% | Q4 2025 | Feb 02, 2026 |
| IFC & Insurance Marketing, Inc. | History | New | 428 | 53 | 0.05% | — | 1959 | +428 | New | Q4 2025 | Feb 12, 2026 |
| Archer Investment Corp | History | Reduced | 410 | 50 | 0.01% | 0.02% | 1960 | -272 | -39.88% | Q4 2025 | Jan 30, 2026 |
| MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | History | No change | 400 | 49 | 0.02% | 0.02% | 1961 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Compass Financial Services Inc | History | Reduced | 391 | 48 | 0.02% | 0.02% | 1962 | -81 | -17.16% | Q4 2025 | Feb 27, 2026 |
| Darwin Wealth Management, LLC | History | Added to | 388 | 47 | 0.01% | 0.01% | 1963 | +131 | 50.97% | Q4 2025 | Jan 22, 2026 |
| FINANCIAL CONSULATE, INC | History | Added to | 377 | 46 | 0.01% | 0.01% | 1964 | +41 | 12.2% | Q4 2025 | Jan 22, 2026 |
| Financial Connections Group, Inc. | History | No change | 380 | 46 | 0.02% | 0.02% | 1965 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Hurley Capital, LLC | History | New | 368 | 45 | 0.03% | — | 1966 | +368 | New | Q4 2025 | Feb 17, 2026 |
| Sawyer & Company, Inc | History | Reduced | 360 | 44 | 0.02% | 0.02% | 1967 | -240 | -40.0% | Q4 2025 | Feb 02, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | No change | 356 | 43 | 0.01% | 0.01% | 1968 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | No change | 356 | 43 | 0.01% | 0.02% | 1969 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| PFS Partners, LLC | History | No change | 337 | 41 | 0.02% | 0.02% | 1970 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Providence Capital Advisors, LLC | History | No change | 324 | 39 | 0.01% | 0.01% | 1971 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Fortitude Family Office, LLC | History | New | 304 | 37 | 0.01% | — | 1972 | +304 | New | Q4 2025 | Jan 15, 2026 |
| Ransom Advisory, Ltd | History | New | 303 | 37 | 0.01% | — | 1973 | +303 | New | Q4 2025 | Jan 06, 2026 |
| Gleason Group, Inc. | History | Added to | 298 | 36 | 0.0% | 0.0% | 1974 | +1 | 0.34% | Q4 2025 | Jan 15, 2026 |
| Copia Wealth Management | History | No change | 300 | 36 | 0.03% | 0.03% | 1975 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Carolina Wealth Advisors, LLC | History | New | 290 | 35 | 0.02% | — | 1976 | +290 | New | Q4 2025 | Jan 21, 2026 |
| Mechanics Financial Corp | History | No change | 290 | 35 | 0.01% | 0.01% | 1977 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| GoalVest Advisory LLC | History | No change | 292 | 35 | 0.01% | 0.01% | 1978 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Evelyn Partners Investment Management (Europe) Ltd | History | No change | 285 | 35 | 0.01% | 0.01% | 1979 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CHESAPEAKE ASSET MANAGEMENT LLC | History | No change | 276 | 34 | 0.03% | 0.03% | 1980 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Boreal Capital Management LLC | History | No change | 270 | 33 | 0.02% | 0.03% | 1981 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| ENTRUST FINANCIAL LLC | History | New | 267 | 32 | 0.02% | — | 1983 | +267 | New | Q4 2025 | Feb 06, 2026 |
| DecisionPoint Financial, LLC | History | No change | 265 | 32 | 0.01% | 0.01% | 1982 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Founders Capital Management | History | Added to | 253 | 31 | 0.02% | 0.02% | 1985 | +3 | 1.2% | Q4 2025 | Jan 15, 2026 |
| HOWE & RUSLING INC | History | Added to | 258 | 31 | 0.0% | 0.0% | 1984 | +1 | 0.39% | Q4 2025 | Feb 17, 2026 |
| Valued Wealth Advisors LLC | History | Reduced | 236 | 29 | 0.01% | 0.03% | 1986 | -303 | -56.22% | Q4 2025 | Jan 30, 2026 |
| NorthAvenue LLC | History | New | 239 | 29 | 0.02% | — | 1987 | +239 | New | Q4 2025 | Apr 02, 2026 |
| Davis Capital Management | History | No change | 231 | 28 | 0.02% | 0.02% | 1988 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Morling Financial Advisors, LLC | History | No change | 234 | 28 | 0.01% | 0.01% | 1989 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Centennial Bank/AR/ | History | No change | 234 | 28 | 0.01% | 0.01% | 1990 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Turning Point Benefit Group, Inc. | History | No change | 229 | 28 | 0.01% | 0.02% | 1991 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Decker Retirement Planning Inc. | History | New | 225 | 27 | 0.01% | — | 1995 | +225 | New | Q4 2025 | Jan 26, 2026 |
| Financial Network Wealth Advisors LLC | History | Added to | 225 | 27 | 0.03% | 0.01% | 1996 | +143 | 174.39% | Q4 2025 | Feb 13, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | No change | 220 | 27 | 0.0% | 0.0% | 1992 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| McIlrath & Eck, LLC | History | No change | 227 | 27 | 0.0% | 0.0% | 1993 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Trifecta Capital Advisors, LLC | History | No change | 220 | 27 | 0.0% | 0.0% | 1994 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Strive Financial Group ,LLC | History | New | 210 | 25 | 0.01% | — | 1997 | +210 | New | Q4 2025 | Feb 18, 2026 |
| Creative Capital Management Investments LLC | History | No change | 200 | 24 | 0.01% | 0.01% | 1998 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| GPS Wealth Strategies Group, LLC | History | Reduced | 186 | 22 | 0.02% | 0.02% | 1999 | -1,429 | -88.48% | Q4 2025 | Feb 06, 2026 |
| Benson Wealth Management INC | History | New | 184 | 22 | 0.02% | — | 2000 | +184 | New | Q4 2025 | Feb 12, 2026 |