iSHARES TRUST - IWF
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Added to | 28,021,788 | 13,262,712 | 0.96% | 0.88% | 1 | +441,514 | 1.6% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 27,636,174 | 13,080,202 | 0.78% | 0.77% | 2 | +587,889 | 2.17% | Q4 2025 | Feb 13, 2026 |
| FMR LLC | History | Reduced | 8,419,923 | 3,985,149 | 0.2% | 0.21% | 3 | -366,431 | -4.17% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 7,496,501 | 3,548,094 | 0.22% | 0.21% | 4 | +70,843 | 0.95% | Q4 2025 | Feb 11, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 7,048,298 | 3,335,959 | 0.41% | 0.42% | 5 | -251,733 | -3.45% | Q4 2025 | Mar 25, 2026 |
| NORTHERN TRUST CORP | History | Added to | 5,560,417 | 2,631,745 | 0.34% | 0.33% | 6 | +101,545 | 1.86% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 5,266,916 | 2,492,831 | 0.74% | 0.7% | 7 | +95,775 | 1.85% | Q4 2025 | Feb 10, 2026 |
| UBS Group AG | History | Reduced | 4,895,449 | 2,317,016 | 0.38% | 0.43% | 8 | -995,086 | -16.89% | Q4 2025 | Jan 29, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 4,826,376 | 2,284,323 | 0.42% | 0.39% | 9 | +483,370 | 11.13% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Added to | 3,755,659 | 1,777,553 | 0.49% | 0.5% | 10 | +63,975 | 1.73% | Q4 2025 | Feb 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 3,470,027 | 1,642,363 | 0.51% | 0.51% | 11 | +86,713 | 2.56% | Q4 2025 | Feb 18, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 3,064,892 | 1,450,613 | 0.79% | 0.88% | 12 | -45,598 | -1.47% | Q4 2025 | Feb 06, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 2,717,137 | 1,286,021 | 2.0% | 2.08% | 13 | -44,068 | -1.6% | Q4 2025 | Feb 13, 2026 |
| M&T BANK CORP | History | Reduced | 2,525,752 | 1,195,459 | 3.84% | 3.98% | 14 | -4,057 | -0.16% | Q4 2025 | Jan 30, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 2,088,999 | 988,723 | 1.32% | 1.32% | 15 | +3,965 | 0.19% | Q4 2025 | Feb 02, 2026 |
| ROYAL BANK OF CANADA | History | New | 2,024,447 | 958,170 | 0.16% | — | 16 | +2,024,447 | New | Q4 2025 | Feb 17, 2026 |
| Focus Partners Wealth | History | Added to | 1,908,493 | 903,192 | 1.03% | 1.0% | 17 | +583,623 | 44.05% | Q4 2025 | Feb 13, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 1,852,198 | 880,609 | 2.11% | 2.15% | 18 | -43,166 | -2.28% | Q4 2025 | Feb 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 1,816,152 | 859,584 | 1.15% | 1.21% | 19 | -184,958 | -9.24% | Q4 2025 | Feb 12, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 1,782,890 | 843,841 | 12.89% | 13.22% | 20 | -7,366 | -0.41% | Q4 2025 | Jan 20, 2026 |
| Cetera Investment Advisers | History | Added to | 1,563,061 | 739,796 | 0.81% | 0.85% | 21 | +3,816 | 0.24% | Q4 2025 | Feb 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 1,473,399 | 697,313 | 0.16% | 0.15% | 22 | +49,583 | 3.48% | Q4 2025 | Feb 17, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 1,378,722 | 652,574 | 4.93% | — | 23 | +1,378,722 | New | Q4 2025 | Feb 18, 2026 |
| Circle Wealth Management, LLC | History | Added to | 1,363,473 | 645,331 | 9.94% | 11.73% | 24 | +76,250 | 5.92% | Q4 2025 | Feb 13, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 1,284,186 | 607,811 | 0.55% | 0.48% | 25 | +160,838 | 14.32% | Q4 2025 | Feb 13, 2026 |
| HighTower Advisors, LLC | History | Reduced | 1,282,593 | 607,051 | 0.66% | 0.69% | 26 | -7,901 | -0.61% | Q4 2025 | Feb 06, 2026 |
| Bank of New York Mellon Corp | History | Added to | 1,279,768 | 605,714 | 0.11% | 0.1% | 27 | +53,913 | 4.4% | Q4 2025 | Feb 10, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 1,190,695 | 563,556 | 0.95% | 0.76% | 28 | +248,499 | 26.37% | Q4 2025 | Feb 12, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 1,073,714 | 508,189 | 0.92% | 0.81% | 29 | +184,738 | 20.78% | Q4 2025 | Mar 16, 2026 |
| Align Financial, LLC | History | New | 471,407 | 471,407 | 0.27% | — | 30 | +471,407 | New | Q4 2025 | Feb 17, 2026 |
| BlackRock, Inc. | History | Reduced | 985,874 | 466,614 | 0.01% | 0.01% | 31 | -192,964 | -16.37% | Q4 2025 | Feb 12, 2026 |
| US BANCORP \DE\ | History | Added to | 978,071 | 462,920 | 0.54% | 0.52% | 32 | +36,872 | 3.92% | Q4 2025 | Jan 30, 2026 |
| Cerity Partners LLC | History | Added to | 964,215 | 456,363 | 0.67% | 0.61% | 33 | +165,835 | 20.77% | Q4 2025 | Feb 11, 2026 |
| Nuveen, LLC | History | Reduced | 922,097 | 436,428 | 0.11% | 0.14% | 34 | -240,815 | -20.71% | Q4 2025 | Feb 12, 2026 |
| GLOBALT Investments LLC / GA | History | Reduced | 906,369 | 428,984 | 15.66% | 15.63% | 35 | -7,213 | -0.79% | Q4 2025 | Feb 06, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 813,789 | 385,166 | 0.54% | 0.41% | 36 | +226,932 | 38.67% | Q4 2025 | Feb 17, 2026 |
| 71 West Capital Partners | History | New | 813,755 | 385,150 | 17.71% | — | 37 | +813,755 | New | Q4 2025 | Feb 17, 2026 |
| OpenArc Corporate Advisory, LLC | History | New | 796,030 | 376,761 | 6.23% | — | 38 | +796,030 | New | Q4 2025 | Feb 13, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 778,101 | 368,275 | 0.84% | 0.85% | 39 | +14,749 | 1.93% | Q4 2025 | Feb 11, 2026 |
| POLEN CAPITAL MANAGEMENT LLC | History | Added to | 776,086 | 367,321 | 1.57% | 0.35% | 40 | +548,235 | 240.61% | Q4 2025 | Feb 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 757,177 | 358,410 | 0.52% | 0.49% | 41 | -12,184 | -1.58% | Q4 2025 | Feb 17, 2026 |
| Corient Private Wealth LLC | History | Added to | 808,581 | 333,647 | 0.45% | 0.53% | 42 | +94,726 | 13.27% | Q4 2025 | Mar 09, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 666,557 | 315,481 | 0.2% | 0.21% | 43 | -14,024 | -2.06% | Q4 2025 | Feb 10, 2026 |
| Dynasty Wealth Management, LLC | History | Added to | 657,578 | 311,231 | 3.06% | 0.22% | 44 | +622,083 | 1752.59% | Q4 2025 | Feb 10, 2026 |
| CHOREO, LLC | History | Added to | 644,156 | 307,230 | 3.91% | 3.91% | 45 | +3,351 | 0.52% | Q4 2025 | Jan 23, 2026 |
| COMERICA BANK | History | Reduced | 604,730 | 286,219 | 1.14% | 1.08% | 46 | -10,150 | -1.65% | Q4 2025 | Jan 29, 2026 |
| Mariner, LLC | History | Added to | 584,629 | 276,705 | 0.33% | 0.35% | 47 | +5,861 | 1.01% | Q4 2025 | Feb 13, 2026 |
| Waldron Private Wealth LLC | History | Reduced | 570,836 | 270,175 | 10.68% | 11.06% | 48 | -11,912 | -2.04% | Q4 2025 | Jan 14, 2026 |
| 1ST SOURCE BANK | History | Reduced | 565,330 | 267,570 | 14.04% | 14.03% | 49 | -2,768 | -0.49% | Q4 2025 | Feb 05, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 547,774 | 259,261 | 3.27% | 3.4% | 50 | -5,192 | -0.94% | Q4 2025 | Feb 09, 2026 |
| CITIGROUP INC | History | Reduced | 541,772 | 256,420 | 0.11% | 0.13% | 51 | -61,501 | -10.19% | Q4 2025 | Feb 13, 2026 |
| BROWN ADVISORY INC | History | Added to | 536,841 | 254,090 | 0.35% | 0.19% | 52 | +228,609 | 74.17% | Q4 2025 | Feb 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 526,778 | 249,323 | 0.61% | 0.64% | 53 | +14,913 | 2.91% | Q4 2025 | Feb 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 518,976 | 245,631 | 0.15% | 0.15% | 54 | +38,915 | 8.11% | Q4 2025 | Feb 17, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 492,105 | 232,913 | 0.7% | 0.65% | 55 | +35,866 | 7.86% | Q4 2025 | Feb 13, 2026 |
| Cresset Asset Management, LLC | History | Added to | 482,211 | 228,230 | 0.96% | 0.98% | 56 | +2,766 | 0.58% | Q4 2025 | Feb 17, 2026 |
| Creative Planning | History | Added to | 478,804 | 226,618 | 0.16% | 0.17% | 57 | +17,423 | 3.78% | Q4 2025 | Feb 17, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 469,828 | 224,084 | 0.27% | 0.42% | 58 | -286,029 | -37.84% | Q4 2025 | Feb 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 466,486 | 220,787 | 0.42% | 0.45% | 59 | -220 | -0.05% | Q4 2025 | Feb 17, 2026 |
| COMMERCE BANK | History | Reduced | 453,533 | 214,657 | 1.19% | 1.2% | 60 | -8,516 | -1.84% | Q4 2025 | Feb 13, 2026 |
| REGIONS FINANCIAL CORP | History | New | 448,988 | 212,506 | 1.36% | — | 61 | +448,988 | New | Q4 2025 | Jan 27, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 430,661 | 203,832 | 0.31% | 0.34% | 62 | -7,997 | -1.82% | Q4 2025 | Feb 18, 2026 |
| STALEY CAPITAL ADVISERS INC | History | Reduced | 411,047 | 194,548 | 8.02% | 7.91% | 63 | -171 | -0.04% | Q4 2025 | Feb 05, 2026 |
| Johnson Financial Group, Inc. | History | Reduced | 409,922 | 194,016 | 7.26% | 7.53% | 64 | -18,491 | -4.32% | Q4 2025 | Feb 12, 2026 |
| Stairway Partners, LLC | History | Reduced | 395,667 | 187,269 | 9.69% | 10.54% | 65 | -27,939 | -6.6% | Q4 2025 | Jan 05, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 393,249 | 187,086 | 0.25% | 0.28% | 66 | -3,745 | -0.94% | Q4 2025 | Jan 08, 2026 |
| MAI Capital Management | History | Reduced | 393,199 | 186,101 | 1.07% | 1.17% | 67 | -7,249 | -1.81% | Q4 2025 | Feb 13, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 388,525 | 183,888 | 0.58% | 0.59% | 68 | -2,146 | -0.55% | Q4 2025 | Feb 02, 2026 |
| J.Safra Asset Management Corp | History | Added to | 383,813 | 181,658 | 9.53% | 10.44% | 69 | +16,858 | 4.59% | Q4 2025 | Feb 11, 2026 |
| Lido Advisors, LLC | History | Reduced | 375,880 | 176,770 | 0.53% | 0.55% | 70 | -1,109 | -0.29% | Q4 2025 | Feb 10, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Added to | 365,273 | 172,883 | 1.19% | 1.05% | 71 | +26,307 | 7.76% | Q4 2025 | Feb 17, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 362,006 | 171,337 | 1.05% | 1.09% | 72 | -453 | -0.12% | Q4 2025 | Jan 29, 2026 |
| Oakworth Capital, Inc. | History | Reduced | 352,983 | 167,066 | 9.12% | 9.67% | 73 | -4,100 | -1.15% | Q4 2025 | Jan 30, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 349,850 | 165,584 | 0.23% | 0.14% | 74 | +138,756 | 65.73% | Q4 2025 | Feb 10, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Reduced | 346,021 | 163,771 | 1.8% | 1.9% | 75 | -2,807 | -0.8% | Q4 2025 | Feb 06, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 344,749 | 163,169 | 0.02% | 0.02% | 76 | -115,638 | -25.12% | Q4 2025 | Feb 17, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 342,498 | 162,104 | 0.06% | 0.06% | 77 | -4,130 | -1.19% | Q4 2025 | Feb 12, 2026 |
| Hackensack Meridian Health, Inc. | History | New | 337,000 | 159,502 | 14.54% | — | 78 | +337,000 | New | Q4 2025 | Feb 10, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Reduced | 318,840 | 150,907 | 0.02% | 0.04% | 79 | -479,180 | -60.05% | Q4 2025 | Feb 17, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 314,465 | 148,836 | 0.82% | 0.93% | 80 | -30,810 | -8.92% | Q4 2025 | Feb 12, 2026 |
| Confluence Wealth Services, Inc. | History | Added to | 301,211 | 142,562 | 5.91% | 6.73% | 81 | +9,752 | 3.35% | Q4 2025 | Jan 28, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 297,250 | 140,688 | 0.99% | 1.25% | 82 | -17,151 | -5.46% | Q4 2025 | Feb 18, 2026 |
| NewEdge Wealth, LLC | History | Added to | 271,051 | 128,288 | 1.45% | 0.79% | 83 | +155,962 | 135.51% | Q4 2025 | Feb 03, 2026 |
| Pathstone Holdings, LLC | History | New | 270,496 | 128,026 | 0.49% | — | 84 | +270,496 | New | Q4 2025 | Feb 13, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 270,362 | 127,962 | 1.48% | 1.49% | 85 | -3,963 | -1.44% | Q4 2025 | Jan 21, 2026 |
| Private Advisor Group, LLC | History | Reduced | 269,696 | 127,646 | 0.6% | 0.63% | 86 | -3,844 | -1.41% | Q4 2025 | Feb 17, 2026 |
| Allworth Financial LP | History | New | 266,004 | 125,899 | 0.52% | — | 87 | +266,004 | New | Q4 2025 | Feb 05, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 263,018 | 124,486 | 0.33% | 0.31% | 88 | +12,220 | 4.87% | Q4 2025 | Feb 17, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 255,913 | 121,123 | 0.92% | 0.98% | 89 | -7,022 | -2.67% | Q4 2025 | Feb 12, 2026 |
| STEPHENS INC /AR/ | History | Added to | 255,439 | 120,942 | 1.5% | 1.52% | 90 | +826 | 0.32% | Q4 2025 | Feb 05, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Reduced | 249,401 | 118,041 | 5.15% | 5.41% | 91 | -5,875 | -2.3% | Q4 2025 | Jan 29, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 242,771 | 114,903 | 0.44% | 0.0% | 92 | +242,602 | 143551.48% | Q4 2025 | Feb 12, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 237,958 | 112,634 | 0.06% | 0.04% | 93 | +103,787 | 77.35% | Q4 2025 | Feb 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 233,671 | 110,596 | 0.03% | 0.04% | 94 | -51,884 | -18.17% | Q4 2025 | Feb 17, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | New | 229,155 | 108,459 | 0.02% | — | 95 | +229,155 | New | Q4 2025 | Feb 17, 2026 |
| Kensington Asset Management, LLC | History | No change | 224,830 | 107,232 | 5.54% | 6.31% | 96 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 225,323 | 106,645 | 0.78% | 0.92% | 97 | -26,969 | -10.69% | Q4 2025 | Feb 12, 2026 |
| Covenant Partners, LLC | History | Reduced | 219,004 | 103,654 | 30.31% | 29.42% | 98 | -2,523 | -1.14% | Q4 2025 | Jan 26, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 213,900 | 101,238 | 0.02% | 0.02% | 99 | -71,700 | -25.11% | Q4 2025 | Feb 17, 2026 |
| NewEdge Advisors, LLC | History | Added to | 210,929 | 99,832 | 0.36% | 0.41% | 100 | +17,775 | 9.2% | Q4 2025 | Feb 18, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 210,655 | 99,703 | 0.36% | 0.35% | 101 | -2,068 | -0.97% | Q4 2025 | Jan 30, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 207,280 | 98,105 | 0.05% | 0.05% | 102 | +2,085 | 1.02% | Q4 2025 | Mar 20, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 205,720 | 97,367 | 0.26% | 0.26% | 103 | +2,362 | 1.16% | Q4 2025 | Feb 05, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 202,918 | 96,041 | 0.4% | 0.38% | 104 | +27,335 | 15.57% | Q4 2025 | Feb 13, 2026 |
| Waverly Advisors, LLC | History | Added to | 200,563 | 94,926 | 0.77% | 0.72% | 105 | +46,731 | 30.38% | Q4 2025 | Feb 17, 2026 |
| Cedar Mountain Advisors, LLC | History | Reduced | 194,083 | 91,859 | 17.72% | 17.83% | 106 | -1,417 | -0.72% | Q4 2025 | Feb 11, 2026 |
| Baker Avenue Asset Management, LP | History | Reduced | 194,070 | 91,853 | 2.12% | 2.18% | 107 | -664 | -0.34% | Q4 2025 | Feb 10, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 191,553 | 91,272 | 0.16% | 0.18% | 108 | -8,829 | -4.41% | Q4 2025 | Feb 05, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 188,693 | 89,308 | 0.49% | 0.26% | 109 | +62,656 | 49.71% | Q4 2025 | Jan 29, 2026 |
| Americana Partners, LLC | History | Added to | 183,774 | 86,980 | 2.39% | 1.79% | 110 | +56,976 | 44.93% | Q4 2025 | Feb 06, 2026 |
| FIRST BUSINESS FINANCIAL SERVICES, INC. | History | Reduced | 182,074 | 86,175 | 7.91% | 8.07% | 111 | -5,694 | -3.03% | Q4 2025 | Feb 06, 2026 |
| STEPHENS GROUP ASSET MANAGEMENT, LLC | History | Reduced | 179,032 | 84,735 | 5.66% | 5.68% | 112 | -972 | -0.54% | Q4 2025 | Jan 08, 2026 |
| EP Wealth Advisors, LLC | History | New | 176,020 | 83,310 | 0.43% | — | 113 | +176,020 | New | Q4 2025 | Feb 18, 2026 |
| BRIDGES INVESTMENT MANAGEMENT INC | History | Reduced | 172,114 | 81,461 | 1.03% | 1.04% | 114 | -2,317 | -1.33% | Q4 2025 | Feb 10, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Reduced | 167,323 | 79,194 | 7.61% | 7.65% | 115 | -2,893 | -1.7% | Q4 2025 | Feb 23, 2026 |
| BTG Pactual Asset Management US LLC | History | Reduced | 178,572 | 75,818 | 7.38% | 4.1% | 116 | -27,252 | -13.24% | Q4 2025 | Feb 17, 2026 |
| Ascent Wealth Partners, LLC | History | Reduced | 156,838 | 74,231 | 8.54% | 8.72% | 117 | -3,564 | -2.22% | Q4 2025 | Feb 02, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 155,569 | 73,630 | 1.05% | 0.63% | 118 | +44,506 | 40.07% | Q4 2025 | Feb 02, 2026 |
| BANK OF NOVA SCOTIA | History | Reduced | 152,750 | 72,296 | 0.11% | 0.19% | 119 | -76,250 | -33.3% | Q4 2025 | Feb 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 151,001 | 71,468 | 0.04% | 0.03% | 120 | +42,436 | 39.09% | Q4 2025 | Feb 17, 2026 |
| Ellenbecker Investment Group | History | Added to | 141,618 | 67,028 | 9.38% | 9.62% | 121 | +2,467 | 1.77% | Q4 2025 | Jan 30, 2026 |
| TruWealth Advisors, LLC | History | Reduced | 138,388 | 65,498 | 3.2% | 3.44% | 122 | -7,067 | -4.86% | Q4 2025 | Jan 07, 2026 |
| Paulson Wealth Management Inc. | History | Reduced | 133,967 | 63,406 | 14.65% | 15.67% | 123 | -7,580 | -5.36% | Q4 2025 | Feb 05, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Reduced | 131,599 | 62,290 | 1.28% | 1.59% | 124 | -58,402 | -30.74% | Q4 2025 | Feb 05, 2026 |
| CWM, LLC | History | Added to | 130,580 | 61,803 | 0.17% | 0.13% | 125 | +35,647 | 37.55% | Q4 2025 | Jan 26, 2026 |
| AMG National Trust Bank | History | Reduced | 127,301 | 60,251 | 1.42% | 1.47% | 126 | -1,895 | -1.47% | Q4 2025 | Jan 30, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 126,922 | 60,072 | 1.2% | 1.21% | 127 | -3,579 | -2.74% | Q4 2025 | Feb 05, 2026 |
| Rodgers & Associates, LTD | History | Reduced | 125,775 | 59,529 | 6.03% | 6.3% | 128 | -4,618 | -3.54% | Q4 2025 | Jan 22, 2026 |
| Cynosure Group, LLC | History | Reduced | 125,643 | 59,466 | 6.05% | 6.48% | 129 | -1,711 | -1.34% | Q4 2025 | Feb 17, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 124,203 | 58,785 | 0.87% | 0.87% | 130 | +1,686 | 1.38% | Q4 2025 | Feb 09, 2026 |
| Quantinno Capital Management LP | History | Added to | 123,941 | 58,661 | 0.12% | 0.13% | 131 | +25,433 | 25.82% | Q4 2025 | Feb 17, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 123,532 | 58,467 | 2.13% | 2.19% | 132 | -391 | -0.32% | Q4 2025 | Feb 02, 2026 |
| CX Institutional | History | Reduced | 122,289 | 57,879 | 1.73% | 1.8% | 133 | -4,359 | -3.44% | Q4 2025 | Feb 02, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | Added to | 119,684 | 56,646 | 1.04% | 1.09% | 134 | +8,632 | 7.77% | Q4 2025 | Jan 28, 2026 |
| Marquette Asset Management, LLC | History | Reduced | 118,218 | 55,952 | 8.26% | 8.57% | 135 | -1,368 | -1.14% | Q4 2025 | Jan 16, 2026 |
| Relyea Zuckerberg Hanson LLC | History | Reduced | 117,900 | 55,801 | 5.64% | 5.86% | 136 | -1,153 | -0.97% | Q4 2025 | Jan 20, 2026 |
| Equitable Holdings, Inc. | History | Added to | 117,015 | 55,383 | 0.38% | 0.39% | 137 | +2,497 | 2.18% | Q4 2025 | Feb 17, 2026 |
| Callan Family Office, LLC | History | Added to | 116,778 | 55,270 | 1.19% | 0.86% | 138 | +58,953 | 101.95% | Q4 2025 | Feb 12, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Added to | 116,211 | 55,002 | 0.45% | 0.45% | 139 | +593 | 0.51% | Q4 2025 | Feb 13, 2026 |
| Midwest Trust Co | History | Added to | 116,001 | 54,903 | 0.69% | 0.69% | 140 | +3,524 | 3.13% | Q4 2025 | Feb 04, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 115,796 | 54,806 | 0.01% | 0.0% | 141 | +72,992 | 170.53% | Q4 2025 | Feb 11, 2026 |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | History | Reduced | 115,751 | 54,785 | 7.91% | 7.97% | 142 | -456 | -0.39% | Q4 2025 | Feb 06, 2026 |
| Berkshire Money Management, Inc. | History | Added to | 114,706 | 54,290 | 5.18% | 5.47% | 143 | +1,188 | 1.05% | Q4 2025 | Jan 27, 2026 |
| Capstone Financial Advisors, Inc. | History | Reduced | 114,689 | 54,282 | 2.89% | 2.92% | 144 | -139 | -0.12% | Q4 2025 | Feb 17, 2026 |
| Savant Capital, LLC | History | Reduced | 114,140 | 54,022 | 0.31% | 0.34% | 145 | -5,721 | -4.77% | Q4 2025 | Feb 10, 2026 |
| Nadler Financial Group, Inc. | History | Reduced | 111,632 | 52,835 | 4.91% | 5.07% | 146 | -1,906 | -1.68% | Q4 2025 | Jan 28, 2026 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | History | Reduced | 111,339 | 52,696 | 0.15% | 0.2% | 147 | -57,783 | -34.17% | Q4 2025 | Feb 09, 2026 |
| Wilmington Savings Fund Society, FSB | History | Added to | 108,059 | 51,144 | 1.2% | 0.8% | 148 | +37,231 | 52.57% | Q4 2025 | Feb 12, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | Added to | 107,071 | 50,794 | 13.85% | 14.12% | 149 | +2,317 | 2.21% | Q4 2025 | Jan 28, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 106,142 | 50,237 | 0.01% | 0.01% | 150 | -3,284 | -3.0% | Q4 2025 | Feb 12, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 104,269 | 49,350 | 0.61% | 0.59% | 151 | +7,687 | 7.96% | Q4 2025 | Jan 29, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 103,351 | 48,916 | 0.39% | 0.51% | 152 | -104,545 | -50.29% | Q4 2025 | Feb 13, 2026 |
| E&G Advisors, LP | History | Reduced | 103,192 | 48,774 | 10.91% | 11.31% | 153 | -685 | -0.66% | Q4 2025 | Jan 23, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 102,406 | 48,468 | 0.29% | 0.3% | 154 | -2,884 | -2.74% | Q4 2025 | Feb 09, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 102,671 | 48,436 | 0.08% | 0.07% | 155 | +4,668 | 4.76% | Q4 2025 | Jan 15, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 102,235 | 48,388 | 0.02% | 0.06% | 156 | -152,141 | -59.81% | Q4 2025 | Feb 13, 2026 |
| BOKF, NA | History | Added to | 101,393 | 47,989 | 0.73% | 0.69% | 157 | +4,017 | 4.13% | Q4 2025 | Feb 03, 2026 |
| HB Wealth Management, LLC | History | Added to | 100,861 | 47,737 | 0.31% | 0.29% | 158 | +10,750 | 11.93% | Q4 2025 | Jan 28, 2026 |
| RMR Wealth Builders | History | Reduced | 100,602 | 47,614 | 3.81% | 4.01% | 159 | -1,694 | -1.66% | Q4 2025 | Jan 29, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 100,000 | 47,330 | 1.01% | 1.02% | 160 | +3,363 | 3.48% | Q4 2025 | Feb 05, 2026 |
| NorthRock Partners, LLC | History | Reduced | 99,437 | 47,063 | 0.79% | 0.94% | 161 | -11,496 | -10.36% | Q4 2025 | Feb 17, 2026 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | History | Added to | 99,302 | 46,999 | 7.44% | 6.63% | 162 | +12,141 | 13.93% | Q4 2025 | Feb 02, 2026 |
| LIFE LINE WEALTH MANAGEMENT LLC | History | Reduced | 98,272 | 46,512 | 13.74% | 14.54% | 163 | -3,563 | -3.5% | Q4 2025 | Feb 04, 2026 |
| LBJ Family Wealth Advisors, Ltd. | History | Reduced | 97,888 | 46,331 | 25.48% | 25.85% | 164 | -3,312 | -3.27% | Q4 2025 | Jan 02, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 97,704 | 46,243 | 0.39% | 0.35% | 165 | +3,285 | 3.48% | Q4 2025 | Jan 05, 2026 |
| Hirtle Callaghan & Co LLC | History | Reduced | 97,621 | 46,204 | 1.57% | 1.68% | 166 | -4,651 | -4.55% | Q4 2025 | Feb 04, 2026 |
| Strategic Point Investment Advisors, LLC | History | Added to | 97,613 | 46,200 | 6.39% | 6.47% | 167 | +1,388 | 1.44% | Q4 2025 | Jan 15, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 96,821 | 45,825 | 0.28% | 0.26% | 168 | +19,037 | 24.47% | Q4 2025 | Feb 17, 2026 |
| Portfolio Strategies, Inc. | History | Reduced | 96,378 | 45,614 | 5.28% | 5.29% | 169 | -706 | -0.73% | Q4 2025 | Jan 27, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 95,355 | 45,134 | 0.02% | 0.02% | 170 | -8,474 | -8.16% | Q4 2025 | Feb 02, 2026 |
| Accredited Investors Inc. | History | Reduced | 93,306 | 44,161 | 2.35% | 2.6% | 171 | -6,087 | -6.12% | Q4 2025 | Feb 05, 2026 |
| JENNISON ASSOCIATES LLC | History | Added to | 93,000 | 44,016 | 0.03% | 0.01% | 172 | +65,754 | 241.33% | Q4 2025 | Jan 30, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 92,856 | 43,948 | 1.64% | 1.81% | 173 | +33,835 | 57.33% | Q4 2025 | Feb 04, 2026 |
| Waterway Wealth Management, LLC | History | Added to | 155,356 | 43,376 | 9.82% | 9.76% | 174 | +3,983 | 2.63% | Q4 2025 | Feb 17, 2026 |
| RTD Financial Advisors, Inc. | History | Reduced | 91,276 | 43,201 | 5.27% | 5.45% | 175 | -5,580 | -5.76% | Q4 2025 | Jan 27, 2026 |
| BTC Capital Management, Inc. | History | Reduced | 87,202 | 41,272 | 2.88% | 2.88% | 176 | -1,840 | -2.07% | Q4 2025 | Jan 15, 2026 |
| MetLife Investment Management, LLC | History | Added to | 86,600 | 40,987 | 0.2% | 0.09% | 177 | +48,600 | 127.89% | Q4 2025 | Feb 12, 2026 |
| StoneX Group Inc. | History | Reduced | 85,605 | 40,519 | 1.76% | 1.81% | 178 | -2,906 | -3.28% | Q4 2025 | Feb 12, 2026 |
| Capital Advisors Wealth Management, LLC | History | Reduced | 83,815 | 39,669 | 5.4% | 5.61% | 179 | -36 | -0.04% | Q4 2025 | Jan 21, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 83,463 | 39,503 | 0.28% | 0.19% | 180 | +28,174 | 50.96% | Q4 2025 | Feb 13, 2026 |
| FIRST HORIZON CORP | History | Reduced | 83,320 | 39,435 | 1.76% | 1.86% | 181 | -1,283 | -1.52% | Q4 2025 | Jan 27, 2026 |
| Bluesphere Advisors LLC | History | Added to | 82,695 | 39,139 | 17.31% | 17.57% | 182 | +854 | 1.04% | Q4 2025 | Jan 21, 2026 |
| Sanchez Wealth Management Group | History | Reduced | 81,479 | 38,563 | 8.25% | 8.65% | 183 | -1,722 | -2.07% | Q4 2025 | Feb 04, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Added to | 80,995 | 38,334 | 0.47% | 0.12% | 184 | +57,687 | 247.5% | Q4 2025 | Feb 02, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 80,521 | 38,110 | 2.15% | 2.4% | 185 | -6,998 | -8.0% | Q4 2025 | Jan 14, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 80,272 | 37,993 | 0.99% | 1.14% | 186 | -609 | -0.75% | Q4 2025 | Feb 02, 2026 |
| XML Financial, LLC | History | Reduced | 80,253 | 37,983 | 3.1% | 3.09% | 187 | -843 | -1.04% | Q4 2025 | Feb 11, 2026 |
| TSFG, LLC | History | Added to | 79,144 | 37,459 | 5.6% | 5.7% | 188 | +2,523 | 3.29% | Q4 2025 | Feb 04, 2026 |
| Ullmann Wealth Partners Group, LLC | History | Reduced | 76,000 | 36,904 | 3.84% | 3.92% | 189 | -659 | -0.86% | Q4 2025 | Feb 12, 2026 |
| Simmons Bank | History | Reduced | 77,447 | 36,655 | 2.45% | 2.45% | 190 | -1,130 | -1.44% | Q4 2025 | Feb 05, 2026 |
| FULTON BANK, N.A. | History | Added to | 77,304 | 36,587 | 1.26% | 1.26% | 191 | +199 | 0.26% | Q4 2025 | Jan 08, 2026 |
| CONGRESS ASSET MANAGEMENT CO | History | Added to | 76,657 | 36,281 | 0.26% | 0.06% | 192 | +57,934 | 309.43% | Q4 2025 | Jan 09, 2026 |
| Integrated Investment Consultants, LLC | History | Reduced | 76,646 | 36,276 | 7.11% | 8.85% | 193 | -34,760 | -31.2% | Q4 2025 | Mar 03, 2026 |
| Global Retirement Partners, LLC | History | Added to | 76,359 | 36,140 | 0.64% | 0.79% | 194 | +721 | 0.95% | Q4 2025 | Feb 06, 2026 |
| Corundum Group, Inc. | History | Added to | 76,132 | 36,033 | 12.09% | 12.47% | 195 | +11,354 | 17.53% | Q4 2025 | Jan 12, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 75,585 | 35,774 | 0.01% | 0.01% | 196 | +123 | 0.16% | Q4 2025 | Feb 11, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 75,060 | 35,525 | 2.65% | 2.82% | 197 | -2,878 | -3.69% | Q4 2025 | Feb 13, 2026 |
| B&D White Capital Company, LLC | History | Reduced | 75,018 | 35,506 | 4.11% | 4.5% | 198 | -32 | -0.04% | Q4 2025 | Feb 13, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | Reduced | 74,911 | 35,455 | 1.77% | 1.76% | 199 | -615 | -0.81% | Q4 2025 | Feb 02, 2026 |
| Arkadios Wealth Advisors | History | Added to | 74,445 | 35,234 | 0.68% | 0.47% | 200 | +32,276 | 76.54% | Q4 2025 | Feb 13, 2026 |
| Montecito Bank & Trust | History | Reduced | 74,216 | 35,126 | 5.6% | 5.44% | 201 | -582 | -0.78% | Q4 2025 | Jan 09, 2026 |
| SMITH, MOORE & CO. | History | Added to | 74,169 | 35,104 | 2.65% | 2.66% | 202 | +110 | 0.15% | Q4 2025 | Jan 23, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Reduced | 73,960 | 35,005 | 0.38% | 0.69% | 203 | -56,148 | -43.15% | Q4 2025 | Feb 12, 2026 |
| Wellspring Financial Advisors, LLC | History | Reduced | 73,672 | 34,887 | 2.76% | 3.28% | 204 | -2,455 | -3.22% | Q4 2025 | Feb 11, 2026 |
| Avantax Planning Partners, Inc. | History | Reduced | 72,138 | 34,142 | 0.95% | 1.06% | 205 | -6,633 | -8.42% | Q4 2025 | Feb 05, 2026 |
| VestGen Advisors, LLC | History | Added to | 72,085 | 34,117 | 1.45% | 1.11% | 206 | +736 | 1.03% | Q4 2025 | Feb 17, 2026 |
| SCS Capital Management LLC | History | Added to | 71,958 | 34,057 | 0.36% | 0.36% | 207 | +1,031 | 1.45% | Q4 2025 | Feb 10, 2026 |
| AMI ASSET MANAGEMENT CORP | History | Added to | 71,879 | 34,020 | 1.93% | 0.29% | 208 | +60,693 | 542.58% | Q4 2025 | Jan 23, 2026 |
| Saiph Capital, LLC | History | Reduced | 71,837 | 34,000 | 12.21% | 12.8% | 209 | -4,093 | -5.39% | Q4 2025 | Feb 12, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 71,631 | 33,903 | 0.83% | 0.87% | 210 | +35 | 0.05% | Q4 2025 | Jan 29, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Reduced | 71,061 | 33,633 | 3.62% | 3.79% | 211 | -1,529 | -2.11% | Q4 2025 | Jan 28, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | Added to | 70,698 | 33,461 | 2.71% | 2.71% | 212 | +219 | 0.31% | Q4 2025 | Feb 06, 2026 |
| DSM CAPITAL PARTNERS LLC | History | Added to | 70,639 | 33,433 | 0.5% | 0.0% | 213 | +69,956 | 10242.46% | Q4 2025 | Feb 12, 2026 |
| Winslow Capital Management, LLC | History | Added to | 70,412 | 33,326 | 0.11% | 0.04% | 214 | +45,391 | 181.41% | Q4 2025 | Feb 12, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | Reduced | 70,146 | 33,200 | 0.18% | 0.18% | 215 | -28 | -0.04% | Q4 2025 | Jan 13, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Added to | 69,916 | 33,083 | 0.09% | 0.07% | 216 | +12,149 | 21.03% | Q4 2025 | Feb 13, 2026 |
| Jasper Ridge Partners, L.P. | History | No change | 69,729 | 33,002 | 0.73% | 0.74% | 217 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Sheridan Capital Management, LLC | History | Added to | 69,519 | 32,903 | 16.68% | 16.72% | 218 | +1,940 | 2.87% | Q4 2025 | Jan 23, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 68,806 | 32,565 | 0.11% | 0.11% | 219 | +5,173 | 8.13% | Q4 2025 | Feb 06, 2026 |
| Black Swift Group, LLC | History | Reduced | 68,710 | 32,520 | 5.42% | 5.7% | 220 | -370 | -0.54% | Q4 2025 | Feb 10, 2026 |
| Ball & Co Wealth Management Inc. | History | Reduced | 68,372 | 32,360 | 20.84% | 24.03% | 221 | -8,709 | -11.3% | Q4 2025 | Jan 23, 2026 |
| Ascent Group, LLC | History | Reduced | 68,251 | 32,303 | 1.1% | 1.18% | 222 | -2,673 | -3.77% | Q4 2025 | Jan 20, 2026 |
| Flaharty Asset Management, LLC | History | Reduced | 67,988 | 32,178 | 4.02% | 6.68% | 223 | -44,192 | -39.39% | Q4 2025 | Feb 06, 2026 |
| Fifth Third Wealth Advisors LLC | History | Added to | 67,884 | 32,129 | 1.13% | 1.14% | 224 | +2,139 | 3.25% | Q4 2025 | Jan 15, 2026 |
| WCG Wealth Advisors LLC | History | Reduced | 67,457 | 31,927 | 0.89% | 2.02% | 225 | -1,422 | -2.06% | Q4 2025 | Feb 10, 2026 |
| Capital Planning Advisors, LLC | History | Added to | 65,076 | 30,800 | 4.12% | 4.12% | 226 | +1,026 | 1.6% | Q4 2025 | Feb 17, 2026 |
| PFW Advisors LLC | History | Reduced | 64,270 | 30,418 | 9.19% | 9.04% | 227 | -966 | -1.48% | Q4 2025 | Jan 12, 2026 |
| TCW GROUP INC | History | New | 62,304 | 29,488 | 0.21% | — | 228 | +62,304 | New | Q4 2025 | Feb 17, 2026 |
| Evercore Wealth Management, LLC | History | Added to | 61,676 | 29,191 | 0.43% | 0.4% | 229 | +3,295 | 5.64% | Q4 2025 | Feb 17, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 61,441 | 29,080 | 0.33% | 0.06% | 230 | +54,043 | 730.51% | Q4 2025 | Jan 29, 2026 |
| Legacy Edge Advisors, LLC | History | New | 61,059 | 28,899 | 3.16% | — | 231 | +61,059 | New | Q4 2025 | Feb 02, 2026 |
| NWAM LLC | History | Reduced | 60,937 | 28,780 | 1.61% | 1.59% | 232 | -1,477 | -2.37% | Q4 2025 | Feb 04, 2026 |
| Boulder Wealth Advisors, LLC | History | Reduced | 60,756 | 28,755 | 12.15% | 13.31% | 233 | -361 | -0.59% | Q4 2025 | Feb 05, 2026 |
| Claro Advisors Inc. | History | Added to | 60,362 | 28,569 | 3.89% | 3.71% | 234 | +6,118 | 11.28% | Q4 2025 | Feb 17, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Added to | 60,180 | 28,483 | 0.59% | 0.61% | 235 | +60 | 0.1% | Q4 2025 | Feb 18, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 59,807 | 28,307 | 1.85% | 1.78% | 236 | +4,174 | 7.5% | Q4 2025 | Jan 23, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Added to | 59,123 | 28,193 | 0.84% | 0.04% | 237 | +57,793 | 4345.34% | Q4 2025 | Feb 13, 2026 |
| JMAC ENTERPRISES LLC | History | Added to | 59,275 | 28,055 | 5.36% | 5.36% | 238 | +1,442 | 2.49% | Q4 2025 | Jan 21, 2026 |
| DT Investment Partners, LLC | History | No change | 59,017 | 27,932 | 2.31% | 2.34% | 239 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Atria Investments, Inc | History | Added to | 57,025 | 26,989 | 0.31% | 0.22% | 240 | +16,357 | 40.22% | Q4 2025 | Feb 05, 2026 |
| &PARTNERS | History | Added to | 56,125 | 26,744 | 0.14% | 0.12% | 241 | +15,133 | 36.92% | Q4 2025 | Feb 17, 2026 |
| Itau Unibanco Holding S.A. | History | Reduced | 55,861 | 26,439 | 0.63% | 1.17% | 242 | -19,098 | -25.48% | Q4 2025 | Feb 13, 2026 |
| Summit Wealth Partners, LLC | History | Reduced | 55,777 | 26,399 | 4.88% | 4.74% | 243 | -241 | -0.43% | Q4 2025 | Jan 27, 2026 |
| MONTAG A & ASSOCIATES INC | History | Reduced | 54,707 | 25,892 | 1.18% | 1.18% | 244 | -198 | -0.36% | Q4 2025 | Feb 02, 2026 |
| Neuberger Berman Group LLC | History | Added to | 54,656 | 25,868 | 0.02% | 0.02% | 245 | +3,203 | 6.23% | Q4 2025 | Feb 13, 2026 |
| WETZEL INVESTMENT ADVISORS, INC. | History | Reduced | 54,439 | 25,766 | 10.43% | 11.01% | 246 | -661 | -1.2% | Q4 2025 | Jan 22, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 53,680 | 25,406 | 0.07% | 0.1% | 247 | -11,112 | -17.15% | Q4 2025 | Jan 26, 2026 |
| VAUGHAN & Co SECURITIES, INC. | History | Reduced | 52,754 | 24,968 | 12.91% | 13.14% | 248 | -53 | -0.1% | Q4 2025 | Jan 28, 2026 |
| GHP Investment Advisors, Inc. | History | Reduced | 52,587 | 24,889 | 1.02% | 1.04% | 249 | -354 | -0.67% | Q4 2025 | Jan 27, 2026 |
| Roble, Belko & Company, Inc | History | No change | 51,653 | 24,447 | 3.2% | 3.28% | 250 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Apella Capital, LLC | History | Added to | 51,155 | 24,211 | 0.48% | 0.53% | 251 | +377 | 0.74% | Q4 2025 | Jan 21, 2026 |
| Ballentine Partners, LLC | History | Reduced | 50,914 | 24,097 | 0.34% | 0.36% | 252 | -4,805 | -8.62% | Q4 2025 | Feb 03, 2026 |
| Visionary Wealth Advisors | History | Reduced | 50,862 | 24,073 | 1.08% | 1.13% | 253 | -824 | -1.59% | Q4 2025 | Feb 13, 2026 |
| Sonoma Allocations LLC | History | Added to | 51,074 | 23,887 | 7.93% | 8.13% | 254 | +2,996 | 6.23% | Q4 2025 | Feb 23, 2026 |
| Haverford Trust Co | History | Reduced | 50,362 | 23,836 | 0.21% | 0.23% | 255 | -3,563 | -6.61% | Q4 2025 | Feb 13, 2026 |
| Spire Wealth Management | History | Reduced | 50,277 | 23,796 | 0.8% | 0.81% | 256 | -354 | -0.7% | Q4 2025 | Jan 14, 2026 |
| PW Nova Financial Services LLC | History | New | 50,128 | 23,648 | 8.96% | — | 257 | +50,128 | New | Q4 2025 | Apr 09, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Reduced | 49,928 | 23,630 | 1.32% | 1.29% | 258 | -2,624 | -4.99% | Q4 2025 | Feb 06, 2026 |
| LWM ADVISORS INC | History | Reduced | 49,730 | 23,537 | 20.7% | 21.16% | 259 | -573 | -1.14% | Q4 2025 | Jan 09, 2026 |
| ATTICUS WEALTH MANAGEMENT, LLC | History | Added to | 49,388 | 23,375 | 5.77% | 5.8% | 260 | +370 | 0.75% | Q4 2025 | Feb 09, 2026 |
| Affiance Financial, LLC | History | Added to | 49,280 | 23,324 | 3.75% | 3.7% | 261 | +5,856 | 13.49% | Q4 2025 | Jan 21, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | Reduced | 48,969 | 23,177 | 1.68% | 1.96% | 262 | -4,726 | -8.8% | Q4 2025 | Feb 09, 2026 |
| BLODGETT WEALTH ADVISORS, LLC | History | Reduced | 48,605 | 23,004 | 16.05% | 15.75% | 263 | -226 | -0.46% | Q4 2025 | Jan 29, 2026 |
| FIRST FOUNDATION ADVISORS | History | Reduced | 48,262 | 22,842 | 0.86% | 0.87% | 264 | -1,849 | -3.69% | Q4 2025 | Feb 04, 2026 |
| Ryan Investment Management, Inc. | History | Reduced | 48,216 | 22,820 | 12.64% | 17.29% | 265 | -18,190 | -27.39% | Q4 2025 | Jan 12, 2026 |
| Clearstead Trust, LLC | History | Added to | 48,196 | 22,811 | 3.59% | 0.15% | 266 | +46,340 | 2496.77% | Q4 2025 | Feb 09, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 48,017 | 22,726 | 0.01% | 0.01% | 267 | +17,553 | 57.62% | Q4 2025 | Feb 10, 2026 |
| Winthrop Advisory Group LLC | History | Reduced | 47,966 | 22,702 | 1.92% | 1.98% | 268 | -245 | -0.51% | Q4 2025 | Jan 21, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 47,948 | 22,693 | 0.39% | 0.23% | 269 | +26,411 | 122.63% | Q4 2025 | Feb 09, 2026 |
| SlateStone Wealth, LLC | History | Reduced | 47,752 | 22,601 | 1.89% | 1.95% | 270 | -344 | -0.72% | Q4 2025 | Feb 11, 2026 |
| Cooksen Wealth, LLC | History | Reduced | 47,379 | 22,424 | 16.4% | 16.59% | 271 | -70 | -0.15% | Q4 2025 | Jan 20, 2026 |
| Whitegate Investment Counselors, Inc. | History | Reduced | 47,228 | 22,352 | 6.98% | 7.33% | 272 | -286 | -0.6% | Q4 2025 | Feb 10, 2026 |
| MOR Wealth Management, LLC | History | New | 47,022 | 22,255 | 10.17% | — | 273 | +47,022 | New | Q4 2025 | Jan 15, 2026 |
| Tradition Wealth Management, LLC | History | Reduced | 46,660 | 22,084 | 1.59% | 1.63% | 274 | -319 | -0.68% | Q4 2025 | Feb 11, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Reduced | 46,577 | 22,045 | 1.17% | 1.22% | 275 | -2,582 | -5.25% | Q4 2025 | Feb 11, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 46,389 | 21,956 | 0.23% | 0.23% | 276 | -2,661 | -5.43% | Q4 2025 | Jan 13, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | Reduced | 46,368 | 21,945 | 0.32% | 0.32% | 277 | -354 | -0.76% | Q4 2025 | Feb 12, 2026 |
| NESTEGG ADVISORS, INC. | History | Reduced | 46,315 | 21,920 | 18.72% | 19.31% | 278 | -119 | -0.26% | Q4 2025 | Jan 21, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 46,216 | 21,873 | 0.23% | 0.2% | 279 | +17,212 | 59.34% | Q4 2025 | Jan 23, 2026 |
| Procyon Advisors, LLC | History | Added to | 45,821 | 21,686 | 1.07% | 0.89% | 280 | +13,812 | 43.15% | Q4 2025 | Jan 07, 2026 |
| KELLY FINANCIAL GROUP LLC | History | Added to | 45,811 | 21,682 | 5.51% | 5.55% | 281 | +1,169 | 2.62% | Q4 2025 | Jan 23, 2026 |
| Advisor OS, LLC | History | Added to | 45,220 | 21,402 | 1.72% | 1.62% | 282 | +5,252 | 13.14% | Q4 2025 | Feb 04, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 45,134 | 21,362 | 0.26% | 0.14% | 283 | +18,864 | 71.81% | Q4 2025 | Feb 11, 2026 |
| Freestone Capital Holdings, LLC | History | Reduced | 44,544 | 21,082 | 0.62% | 0.7% | 284 | -3,907 | -8.06% | Q4 2025 | Jan 23, 2026 |
| STAR Financial Bank | History | Reduced | 44,542 | 21,081 | 10.77% | 12.46% | 285 | -449 | -1.0% | Q4 2025 | Feb 13, 2026 |
| Bison Wealth, LLC | History | New | 49,057 | 20,969 | 2.36% | — | 286 | +49,057 | New | Q4 2025 | Mar 24, 2026 |
| Curtis Advisory Group, LLC | History | Reduced | 44,277 | 20,956 | 4.4% | 5.37% | 287 | -6,321 | -12.49% | Q4 2025 | Jan 23, 2026 |
| Sunburst Financial Group, LLC | History | No change | 44,257 | 20,946 | 4.24% | 4.37% | 288 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Merit Financial Group, LLC | History | Added to | 44,105 | 20,874 | 0.17% | 0.07% | 289 | +27,920 | 172.51% | Q4 2025 | Jan 26, 2026 |
| Allianz Asset Management GmbH | History | Reduced | 43,400 | 20,541 | 0.02% | 0.04% | 290 | -38,300 | -46.88% | Q4 2025 | Feb 11, 2026 |
| Breakwater Capital Group | History | Added to | 43,395 | 20,538 | 2.87% | 2.64% | 291 | +5,241 | 13.74% | Q4 2025 | Jan 09, 2026 |
| Stillwater Capital Advisors, LLC | History | Added to | 43,121 | 20,409 | 2.19% | 2.13% | 292 | +2,768 | 6.86% | Q4 2025 | Jan 14, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | Reduced | 42,695 | 20,207 | 3.43% | 3.53% | 293 | -1,327 | -3.01% | Q4 2025 | Jan 27, 2026 |
| Occidental Asset Management, LLC | History | Reduced | 42,443 | 20,088 | 2.41% | 2.5% | 294 | -56 | -0.13% | Q4 2025 | Jan 08, 2026 |
| SONATA CAPITAL GROUP INC | History | Reduced | 42,303 | 20,022 | 7.23% | 7.43% | 295 | -642 | -1.49% | Q4 2025 | Jan 26, 2026 |
| Westshore Wealth, LLC | History | Reduced | 42,267 | 20,004 | 6.62% | 7.05% | 296 | -1,805 | -4.1% | Q4 2025 | Feb 25, 2026 |
| Accretive Wealth Partners, LLC | History | Added to | 42,151 | 19,950 | 5.92% | 5.93% | 297 | +684 | 1.65% | Q4 2025 | Jan 28, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 42,143 | 19,946 | 0.49% | 0.44% | 298 | +5,773 | 15.87% | Q4 2025 | Feb 09, 2026 |
| Keel Point, LLC | History | Added to | 42,064 | 19,909 | 1.2% | 1.2% | 299 | +302 | 0.72% | Q4 2025 | Feb 12, 2026 |
| One Capital Management, LLC | History | Added to | 41,800 | 19,784 | 0.6% | 0.62% | 300 | +317 | 0.76% | Q4 2025 | Feb 10, 2026 |
| Composition Wealth, LLC | History | Reduced | 41,734 | 19,752 | 0.28% | 0.31% | 301 | -2,257 | -5.13% | Q4 2025 | Feb 02, 2026 |
| Sylvest Advisors, LLC | History | Added to | 41,417 | 19,602 | 10.46% | 10.3% | 302 | +474 | 1.16% | Q4 2025 | Jan 20, 2026 |
| Schneider Downs Wealth Management Advisors, LP | History | Reduced | 41,184 | 19,492 | 2.2% | 2.3% | 303 | -149 | -0.36% | Q4 2025 | Feb 12, 2026 |
| MJP ASSOCIATES INC /ADV | History | Added to | 41,154 | 19,478 | 2.44% | 2.17% | 304 | +6,046 | 17.22% | Q4 2025 | Feb 06, 2026 |
| QUEST INVESTMENT MANAGEMENT LLC | History | Added to | 41,148 | 19,475 | 2.1% | 1.02% | 305 | +20,361 | 97.95% | Q4 2025 | Feb 17, 2026 |
| Crescent Grove Advisors, LLC | History | Reduced | 41,073 | 19,440 | 1.8% | 1.86% | 306 | -840 | -2.0% | Q4 2025 | Feb 11, 2026 |
| Clear Harbor Asset Management, LLC | History | Added to | 40,967 | 19,389 | 1.31% | 1.31% | 307 | +770 | 1.92% | Q4 2025 | Feb 10, 2026 |
| Summit Financial, LLC | History | Added to | 40,437 | 19,138 | 0.28% | 0.27% | 308 | +3,165 | 8.49% | Q4 2025 | Feb 13, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 40,346 | 19,095 | 0.35% | 0.39% | 309 | -1,656 | -3.94% | Q4 2025 | Jan 07, 2026 |
| Lebenthal Global Advisors, LLC | History | Added to | 40,305 | 19,076 | 2.94% | 2.21% | 310 | +13,355 | 49.55% | Q4 2025 | Jan 28, 2026 |
| Nvest Financial, LLC | History | Added to | 40,134 | 18,995 | 7.9% | 7.82% | 311 | +11,070 | 38.09% | Q4 2025 | Feb 10, 2026 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | History | Added to | 39,701 | 18,790 | 6.72% | 6.77% | 312 | +508 | 1.3% | Q4 2025 | Feb 06, 2026 |
| Regent Peak Wealth Advisors LLC | History | Reduced | 39,605 | 18,745 | 3.7% | 3.76% | 313 | -476 | -1.19% | Q4 2025 | Jan 08, 2026 |
| Choate Investment Advisors | History | Reduced | 39,210 | 18,558 | 0.36% | 0.39% | 314 | -1,210 | -2.99% | Q4 2025 | Feb 09, 2026 |
| Objectivity Squared, LLC | History | Added to | 38,973 | 18,445 | 10.32% | 10.82% | 315 | +268 | 0.69% | Q4 2025 | Feb 02, 2026 |
| Pointe Capital Management LLC | History | Added to | 38,644 | 18,290 | 9.07% | 8.58% | 316 | +1,156 | 3.08% | Q4 2025 | Feb 17, 2026 |
| Ethos Financial Group, LLC | History | Reduced | 38,440 | 18,193 | 1.34% | 1.43% | 317 | -387 | -1.0% | Q4 2025 | Jan 20, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 38,082 | 18,024 | 0.35% | 0.36% | 318 | +61 | 0.16% | Q4 2025 | Feb 12, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 37,929 | 17,951 | 0.22% | 0.21% | 319 | +1,522 | 4.18% | Q4 2025 | Jan 21, 2026 |
| MidFirst Bank | History | New | 37,632 | 17,811 | 1.42% | — | 320 | +37,632 | New | Q4 2025 | Feb 25, 2026 |
| TOWNSQUARE CAPITAL LLC | History | Added to | 37,430 | 17,715 | 3.97% | 1.32% | 321 | +18,862 | 101.58% | Q4 2025 | Feb 11, 2026 |
| BESSEMER GROUP INC | History | Added to | 37,282 | 17,644 | 0.03% | 0.03% | 322 | +1,101 | 3.04% | Q4 2025 | Feb 05, 2026 |
| O'Brien Wealth Partners LLC | History | Reduced | 37,249 | 17,630 | 2.33% | 2.49% | 323 | -1,995 | -5.08% | Q4 2025 | Jan 22, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 37,137 | 17,576 | 0.24% | 0.24% | 324 | -356 | -0.95% | Q4 2025 | Jan 30, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 36,839 | 17,435 | 0.1% | 0.11% | 325 | -1,512 | -3.94% | Q4 2025 | Feb 11, 2026 |
| Newport Capital Group, LLC | History | Reduced | 36,588 | 17,325 | 10.59% | 10.9% | 326 | -410 | -1.11% | Q4 2025 | Feb 13, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 36,373 | 17,215 | 0.01% | 0.01% | 327 | +5,542 | 17.98% | Q4 2025 | Feb 13, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 35,993 | 17,035 | 0.17% | 0.19% | 328 | -3,377 | -8.58% | Q4 2025 | Feb 13, 2026 |
| INVESTMENT PARTNERS, LTD. | History | Reduced | 35,869 | 16,976 | 5.94% | 5.94% | 329 | -126 | -0.35% | Q4 2025 | Feb 10, 2026 |
| Compass Financial Group, Inc. | History | Reduced | 35,730 | 16,911 | 7.46% | 7.59% | 330 | -390 | -1.08% | Q4 2025 | Feb 05, 2026 |
| GM Advisory Group, LLC | History | Added to | 35,315 | 16,714 | 0.65% | 0.63% | 331 | +3,493 | 10.98% | Q4 2025 | Feb 13, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 35,283 | 16,699 | 0.19% | 0.19% | 332 | +1,110 | 3.25% | Q4 2025 | Jan 20, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 35,234 | 16,676 | 0.0% | 0.0% | 333 | +24,591 | 231.05% | Q4 2025 | Feb 13, 2026 |
| JMG Financial Group, Ltd. | History | Reduced | 34,995 | 16,563 | 0.47% | 0.48% | 334 | -741 | -2.07% | Q4 2025 | Feb 10, 2026 |
| Dakota Wealth Management | History | Added to | 34,979 | 16,555 | 0.29% | 0.32% | 335 | +643 | 1.87% | Q4 2025 | Jan 13, 2026 |
| AdvisorShares Investments LLC | History | New | 34,636 | 16,393 | 2.74% | — | 336 | +34,636 | New | Q4 2025 | Feb 10, 2026 |
| Curi Capital, LLC | History | Reduced | 34,590 | 16,371 | 0.28% | 0.3% | 337 | -614 | -1.74% | Q4 2025 | Feb 17, 2026 |
| Intrepid Financial Planning Group LLC | History | Reduced | 34,482 | 16,306 | 6.2% | 6.19% | 338 | -166 | -0.48% | Q4 2025 | Feb 13, 2026 |
| Meramec Financial Planners, LLC | History | New | 35,693 | 16,305 | 6.35% | — | 339 | +35,693 | New | Q4 2025 | Feb 10, 2026 |
| DENVER WEALTH MANAGEMENT, INC. | History | Added to | 34,352 | 16,258 | 5.76% | 5.52% | 340 | +2,379 | 7.44% | Q4 2025 | Feb 13, 2026 |
| GENESIS PRIVATE WEALTH, LLC | History | Added to | 34,312 | 16,239 | 5.04% | 6.31% | 341 | +2,279 | 7.11% | Q4 2025 | Jan 08, 2026 |
| One Wealth Advisors, LLC | History | Reduced | 33,529 | 16,117 | 1.97% | 2.02% | 342 | -803 | -2.34% | Q4 2025 | Feb 02, 2026 |
| VANGUARD GROUP INC | History | Added to | 33,839 | 16,016 | 0.0% | 0.0% | 343 | +549 | 1.65% | Q4 2025 | Jan 29, 2026 |
| Grove Bank & Trust | History | Added to | 33,748 | 15,972 | 1.8% | 1.72% | 344 | +2,430 | 7.76% | Q4 2025 | Jan 08, 2026 |
| Brookstone Capital Management | History | Reduced | 33,604 | 15,904 | 0.18% | 0.21% | 345 | -3,897 | -10.39% | Q4 2025 | Jan 15, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 33,498 | 15,854 | 0.38% | 0.39% | 346 | +3,371 | 11.19% | Q4 2025 | Feb 17, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Added to | 33,295 | 15,758 | 0.76% | 0.62% | 347 | +6,527 | 24.38% | Q4 2025 | Feb 04, 2026 |
| HBK Sorce Advisory LLC | History | Added to | 34,474 | 15,748 | 0.36% | 0.4% | 348 | +258 | 0.75% | Q4 2025 | Feb 09, 2026 |
| Gotham Asset Management, LLC | History | Added to | 32,777 | 15,513 | 0.06% | 0.06% | 349 | +2,661 | 8.84% | Q4 2025 | Feb 17, 2026 |
| BITTERROOT CAPITAL ADVISORS LLC | History | New | 32,126 | 15,205 | 10.41% | — | 350 | +32,126 | New | Q4 2025 | Feb 17, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 31,989 | 15,138 | 0.37% | 0.39% | 351 | -945 | -2.87% | Q4 2025 | Feb 17, 2026 |
| Stonebridge Financial Group, LLC | History | Reduced | 31,934 | 15,114 | 1.29% | 1.32% | 352 | -48 | -0.15% | Q4 2025 | Jan 21, 2026 |
| Summit Trail Advisors, LLC | History | Reduced | 31,862 | 15,080 | 0.26% | 0.98% | 353 | -119,196 | -78.91% | Q4 2025 | Feb 17, 2026 |
| Prospera Financial Services Inc | History | Reduced | 31,589 | 14,965 | 0.25% | 0.83% | 354 | -72,778 | -69.73% | Q4 2025 | Feb 09, 2026 |
| FLOW TRADERS U.S. LLC | History | Added to | 31,592 | 14,952 | 0.49% | 0.47% | 355 | +6,827 | 27.57% | Q4 2025 | Feb 13, 2026 |
| Clearbridge Investments, LLC | History | Added to | 31,432 | 14,876 | 0.01% | 0.0% | 356 | +30,312 | 2706.43% | Q4 2025 | Feb 11, 2026 |
| Narwhal Capital Management | History | No change | 31,327 | 14,827 | 1.08% | 1.09% | 357 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 32,927 | 14,683 | 0.33% | 0.33% | 358 | +495 | 1.53% | Q4 2025 | Feb 04, 2026 |
| WEST BANCORPORATION INC | History | Added to | 30,920 | 14,634 | 7.67% | 7.87% | 359 | +714 | 2.36% | Q4 2025 | Jan 29, 2026 |
| Arcadia Wealth Management, LLC | History | Reduced | 30,634 | 14,498 | 5.39% | 5.99% | 360 | -1,624 | -5.03% | Q4 2025 | Feb 03, 2026 |
| RFG Advisory, LLC | History | Reduced | 30,489 | 14,430 | 0.27% | 0.32% | 361 | -2,877 | -8.62% | Q4 2025 | Feb 03, 2026 |
| FDx Advisors, Inc. | History | Reduced | 30,469 | 14,421 | 7.35% | 4.54% | 362 | -737 | -2.36% | Q4 2025 | Feb 10, 2026 |
| Parallel Advisors, LLC | History | Added to | 30,266 | 14,325 | 0.26% | 0.25% | 363 | +1,131 | 3.88% | Q4 2025 | Feb 11, 2026 |
| American State Bank (Iowa) | History | Added to | 30,214 | 14,300 | 6.88% | 6.7% | 364 | +2,128 | 7.58% | Q4 2025 | Apr 14, 2026 |
| Sowell Financial Services LLC | History | Added to | 30,064 | 14,229 | 0.52% | 0.51% | 365 | +1,865 | 6.61% | Q4 2025 | Jan 21, 2026 |
| Finley Financial, LLC | History | Reduced | 29,920 | 14,161 | 6.49% | 6.64% | 366 | -720 | -2.35% | Q4 2025 | Jan 21, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 29,885 | 14,144 | 0.03% | 0.03% | 367 | -2,476 | -7.65% | Q4 2025 | Feb 12, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Added to | 29,669 | 14,042 | 0.21% | 0.18% | 368 | +5,347 | 21.98% | Q4 2025 | Jan 22, 2026 |
| ASSOCIATED BANC-CORP | History | Added to | 29,373 | 13,902 | 0.36% | 0.29% | 369 | +6,150 | 26.48% | Q4 2025 | Feb 06, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | New | 29,350 | 13,891 | 0.11% | — | 370 | +29,350 | New | Q4 2025 | Feb 17, 2026 |
| Brand Asset Management Group, Inc. | History | Reduced | 29,340 | 13,886 | 3.88% | 3.92% | 371 | -431 | -1.45% | Q4 2025 | Feb 11, 2026 |
| Ballast, Inc. | History | Added to | 29,206 | 13,823 | 3.24% | 2.83% | 372 | +4,246 | 17.01% | Q4 2025 | Feb 03, 2026 |
| Pacific Sage Partners, LLC | History | Reduced | 29,112 | 13,778 | 2.18% | 2.29% | 373 | -71 | -0.24% | Q4 2025 | Jan 16, 2026 |
| SAGE FINANCIAL GROUP INC | History | Reduced | 28,947 | 13,700 | 0.91% | 0.93% | 374 | -275 | -0.94% | Q4 2025 | Jan 27, 2026 |
| Bank of Jackson Hole Trust | History | Added to | 28,720 | 13,593 | 6.45% | 6.49% | 375 | +1,025 | 3.7% | Q4 2025 | Feb 12, 2026 |
| STEVENS CAPITAL PARTNERS | History | Added to | 28,695 | 13,581 | 3.55% | 3.43% | 376 | +4,131 | 16.82% | Q4 2025 | Jan 27, 2026 |
| Connecticut Wealth Management, LLC | History | Reduced | 28,520 | 13,498 | 0.59% | 0.62% | 377 | -1,350 | -4.52% | Q4 2025 | Feb 12, 2026 |
| Blue Trust, Inc. | History | Added to | 28,355 | 13,420 | 0.15% | 0.13% | 378 | +3,933 | 16.1% | Q4 2025 | Jan 16, 2026 |
| Clientfirst Wealth Management, LLC | History | No change | 28,264 | 13,377 | 10.74% | 10.6% | 379 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 28,161 | 13,328 | 0.07% | 0.06% | 380 | +6,291 | 28.77% | Q4 2025 | Feb 03, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 28,128 | 13,312 | 0.23% | 0.19% | 381 | +9,186 | 48.5% | Q4 2025 | Feb 19, 2026 |
| Hardy Reed LLC | History | Reduced | 27,637 | 13,080 | 0.93% | 0.95% | 382 | -33 | -0.12% | Q4 2025 | Feb 06, 2026 |
| Advisory Services Network, LLC | History | Added to | 27,576 | 13,051 | 0.18% | 0.16% | 383 | +4,291 | 18.43% | Q4 2025 | Feb 17, 2026 |
| BCGM Wealth Management, LLC | History | Reduced | 27,473 | 13,002 | 3.32% | 3.4% | 384 | -386 | -1.39% | Q4 2025 | Jan 07, 2026 |
| FMA Wealth Management, LLC | History | Reduced | 27,363 | 12,950 | 8.39% | 9.28% | 385 | -1,506 | -5.22% | Q4 2025 | Jan 13, 2026 |
| EPIQ PARTNERS, LLC | History | Reduced | 27,268 | 12,905 | 6.02% | 6.26% | 386 | -1,018 | -3.6% | Q4 2025 | Jan 07, 2026 |
| WHITTIER TRUST CO | History | Reduced | 27,034 | 12,861 | 0.14% | 0.15% | 387 | -209 | -0.77% | Q4 2025 | Jan 26, 2026 |
| Allen Investment Management, LLC | History | Added to | 27,065 | 12,810 | 0.14% | 0.13% | 388 | +1,911 | 7.6% | Q4 2025 | Feb 10, 2026 |
| Brickley Wealth Management | History | Reduced | 27,049 | 12,802 | 2.16% | 2.29% | 389 | -996 | -3.55% | Q4 2025 | Jan 29, 2026 |
| AlTi Global, Inc. | History | Reduced | 26,929 | 12,745 | 0.27% | 0.33% | 390 | -2,848 | -9.56% | Q4 2025 | Feb 13, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Reduced | 26,662 | 12,619 | 0.18% | 0.19% | 391 | -235 | -0.87% | Q4 2025 | Feb 09, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Added to | 26,648 | 12,612 | 0.16% | 0.16% | 392 | +175 | 0.66% | Q4 2025 | Feb 10, 2026 |
| Busey Bank | History | Added to | 26,400 | 12,495 | 0.33% | 0.34% | 393 | +6 | 0.02% | Q4 2025 | Jan 27, 2026 |
| Highland Financial Advisors, LLC | History | Added to | 26,321 | 12,457 | 3.45% | 3.53% | 394 | +10 | 0.04% | Q4 2025 | Jan 23, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 26,207 | 12,404 | 0.32% | 0.29% | 395 | +3,630 | 16.08% | Q4 2025 | Feb 17, 2026 |
| Napier Financial, LLC | History | New | 26,192 | 12,397 | 3.1% | — | 396 | +26,192 | New | Q4 2025 | Feb 11, 2026 |
| MERITAGE PORTFOLIO MANAGEMENT | History | Added to | 26,066 | 12,337 | 0.82% | 0.81% | 397 | +217 | 0.84% | Q4 2025 | Jan 27, 2026 |
| SAPIENT CAPITAL LLC | History | Added to | 25,798 | 12,296 | 0.17% | 0.17% | 398 | +1,466 | 6.02% | Q4 2025 | Feb 05, 2026 |
| American Institute for Advanced Investment Management, LLP | History | Reduced | 25,807 | 12,214 | 7.85% | 8.06% | 399 | -484 | -1.84% | Q4 2025 | Feb 04, 2026 |
| Compound Planning, Inc. | History | Reduced | 25,745 | 12,184 | 0.36% | 0.45% | 400 | -3,953 | -13.31% | Q4 2025 | Feb 19, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 25,624 | 12,127 | 0.16% | 0.16% | 401 | +611 | 2.44% | Q4 2025 | Feb 09, 2026 |
| TOBIAS FINANCIAL ADVISORS, INC. | History | Reduced | 25,622 | 12,126 | 1.71% | 1.84% | 402 | -288 | -1.11% | Q4 2025 | Feb 13, 2026 |
| Gilliland Jeter Wealth Management LLC | History | Added to | 25,558 | 12,096 | 3.66% | 3.67% | 403 | +185 | 0.73% | Q4 2025 | Jan 23, 2026 |
| Argent Trust Co | History | Reduced | 25,409 | 12,026 | 0.41% | 0.43% | 404 | -694 | -2.66% | Q4 2025 | Feb 10, 2026 |
| Newbrook Capital Advisors LP | History | Reduced | 25,172 | 11,913 | 1.49% | 3.78% | 405 | -40,789 | -61.84% | Q4 2025 | Feb 17, 2026 |
| NOTTINGHAM ADVISORS, INC. | History | Reduced | 25,167 | 11,911 | 1.66% | 1.96% | 406 | -4,995 | -16.56% | Q4 2025 | Jan 26, 2026 |
| Patten Group, Inc. | History | Added to | 24,994 | 11,829 | 2.19% | 2.04% | 407 | +2,599 | 11.61% | Q4 2025 | Jan 23, 2026 |
| Oldfather Financial Services, LLC | History | Reduced | 24,441 | 11,567 | 3.44% | 3.7% | 408 | -939 | -3.7% | Q4 2025 | Jan 16, 2026 |
| Western Wealth Management, LLC | History | Added to | 24,377 | 11,537 | 0.53% | 0.56% | 409 | +1,907 | 8.49% | Q4 2025 | Feb 05, 2026 |
| Squarepoint Ops LLC | History | New | 24,375 | 11,536 | 0.01% | — | 410 | +24,375 | New | Q4 2025 | Feb 13, 2026 |
| Arbor Investment Advisors, LLC | History | Reduced | 24,290 | 11,496 | 1.51% | 1.45% | 411 | -27 | -0.11% | Q4 2025 | Jan 23, 2026 |
| MATRIX ASSET ADVISORS INC/NY | History | Added to | 24,187 | 11,447 | 1.03% | 1.01% | 412 | +829 | 3.55% | Q4 2025 | Jan 16, 2026 |
| CONNING INC. | History | No change | 24,087 | 11,400 | 0.38% | 0.38% | 413 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Venture Visionary Partners LLC | History | Reduced | 23,863 | 11,391 | 0.37% | 0.39% | 414 | -163 | -0.68% | Q4 2025 | Feb 13, 2026 |
| LOOMIS SAYLES & CO L P | History | No change | 24,061 | 11,387 | 0.01% | 0.01% | 415 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Global Strategic Investment Solutions, LLC | History | Added to | 24,010 | 11,364 | 1.11% | 1.12% | 416 | +2 | 0.01% | Q4 2025 | Jan 29, 2026 |
| FSA WEALTH PARTNERS, INC. | History | Reduced | 23,960 | 11,340 | 4.08% | 6.55% | 417 | -12,357 | -34.03% | Q4 2025 | Jan 30, 2026 |
| FLC Capital Advisors | History | Reduced | 23,867 | 11,296 | 2.09% | 2.19% | 418 | -259 | -1.07% | Q4 2025 | Feb 11, 2026 |
| ARK & TLK INVESTMENTS, LLC | History | Reduced | 23,664 | 11,200 | 3.08% | 3.57% | 419 | -325 | -1.35% | Q4 2025 | Feb 10, 2026 |
| Chicago Wealth Management, Inc. | History | Added to | 23,649 | 11,193 | 4.5% | 4.67% | 420 | +749 | 3.27% | Q4 2025 | Feb 17, 2026 |
| Pettinga Financial Advisors LLC | History | Added to | 23,469 | 11,107 | 2.11% | 2.1% | 421 | +473 | 2.06% | Q4 2025 | Feb 12, 2026 |
| SG Americas Securities, LLC | History | Added to | 23,371 | 11,061 | 0.01% | 0.0% | 422 | +22,676 | 3262.73% | Q4 2025 | Jan 09, 2026 |
| EDGEWOOD MANAGEMENT LLC | History | New | 23,302 | 11,028 | 0.05% | — | 423 | +23,302 | New | Q4 2025 | Feb 12, 2026 |
| PARAGON FINANCIAL PARTNERS, INC. | History | Reduced | 22,982 | 10,877 | 6.69% | 6.86% | 424 | -199 | -0.86% | Q4 2025 | Jan 21, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 22,898 | 10,837 | 0.56% | 0.48% | 425 | +4,059 | 21.55% | Q4 2025 | Mar 04, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 22,734 | 10,759 | 0.19% | 0.19% | 426 | +2,402 | 11.81% | Q4 2025 | Jan 16, 2026 |
| STOCK YARDS BANK & TRUST CO | History | Added to | 22,688 | 10,738 | 0.33% | 0.31% | 427 | +1,615 | 7.66% | Q4 2025 | Jan 21, 2026 |
| White Lighthouse Investment Management Inc. | History | Reduced | 22,655 | 10,722 | 1.5% | 1.65% | 428 | -400 | -1.73% | Q4 2025 | Feb 09, 2026 |
| NovaPoint Capital, LLC | History | Reduced | 22,584 | 10,689 | 2.75% | 2.78% | 430 | -1,663 | -6.86% | Q4 2025 | Jan 21, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 26,075 | 10,689 | 0.26% | 0.23% | 429 | +724 | 2.86% | Q4 2025 | Feb 11, 2026 |
| Holistic Financial Partners | History | Added to | 22,577 | 10,685 | 3.87% | 4.3% | 431 | +139 | 0.62% | Q4 2025 | Jan 07, 2026 |
| Truepoint, Inc. | History | Reduced | 22,469 | 10,634 | 0.24% | 0.25% | 432 | -757 | -3.26% | Q4 2025 | Feb 11, 2026 |
| Arete Wealth Advisors, LLC | History | Added to | 22,461 | 10,631 | 0.65% | 0.66% | 433 | +42 | 0.19% | Q4 2025 | Feb 13, 2026 |
| SVB WEALTH LLC | History | Reduced | 22,324 | 10,565 | 0.62% | 0.88% | 434 | -12,489 | -35.87% | Q4 2025 | Feb 04, 2026 |
| Eukles Asset Management | History | Reduced | 22,316 | 10,562 | 4.11% | 4.18% | 435 | -621 | -2.71% | Q4 2025 | Feb 09, 2026 |
| Presper Financial Architects, LLC | History | Added to | 22,264 | 10,537 | 5.96% | 6.0% | 436 | +176 | 0.8% | Q4 2025 | Feb 05, 2026 |
| Diversified Trust Co | History | Added to | 22,062 | 10,441 | 0.19% | 0.21% | 437 | +132 | 0.6% | Q4 2025 | Jan 09, 2026 |
| UMB Bank, n.a. | History | Added to | 22,033 | 10,428 | 0.14% | 0.14% | 438 | +2,262 | 11.44% | Q4 2025 | Feb 13, 2026 |
| Legal & General Group Plc | History | Added to | 21,818 | 10,363 | 0.0% | 0.0% | 439 | +9,335 | 74.78% | Q4 2025 | Feb 09, 2026 |
| Willis Johnson & Associates, Inc. | History | Added to | 21,769 | 10,303 | 0.63% | 0.63% | 440 | +32 | 0.15% | Q4 2025 | Jan 22, 2026 |
| NTV ASSET MANAGEMENT LLC | History | Reduced | 21,712 | 10,276 | 1.09% | 1.14% | 441 | -672 | -3.0% | Q4 2025 | Jan 20, 2026 |
| Cresta Advisors, Ltd. | History | Reduced | 21,670 | 10,256 | 4.3% | 4.57% | 442 | -180 | -0.82% | Q4 2025 | Feb 03, 2026 |
| Sepio Capital, LP | History | Added to | 21,572 | 10,210 | 0.56% | 0.23% | 443 | +13,443 | 165.37% | Q4 2025 | Feb 12, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 21,507 | 10,179 | 0.12% | 0.12% | 444 | -780 | -3.5% | Q4 2025 | Feb 13, 2026 |
| Next Capital Management LLC | History | Added to | 21,471 | 10,162 | 3.25% | 3.01% | 445 | +2,246 | 11.68% | Q4 2025 | Feb 11, 2026 |
| Paladin Advisory Group, LLC | History | Reduced | 21,447 | 10,150 | 7.41% | 8.16% | 446 | -905 | -4.05% | Q4 2025 | Jan 21, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Reduced | 21,228 | 10,047 | 0.67% | 0.72% | 447 | -1,241 | -5.52% | Q4 2025 | Jan 08, 2026 |
| SOA Wealth Advisors, LLC. | History | Reduced | 21,093 | 9,983 | 1.69% | 1.7% | 448 | -92 | -0.43% | Q4 2025 | Jan 20, 2026 |
| Community Bank, N.A. | History | Reduced | 20,889 | 9,886 | 1.17% | 1.21% | 449 | -555 | -2.59% | Q4 2025 | Feb 04, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | Added to | 20,840 | 9,863 | 0.63% | 0.66% | 450 | +111 | 0.54% | Q4 2025 | Jan 20, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Added to | 20,765 | 9,828 | 0.34% | 0.32% | 451 | +701 | 3.49% | Q4 2025 | Feb 13, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 20,728 | 9,810 | 0.19% | 0.21% | 452 | -899 | -4.16% | Q4 2025 | Jan 14, 2026 |
| Bay Capital Advisors, LLC | History | Added to | 20,642 | 9,769 | 5.96% | 6.1% | 453 | +627 | 3.13% | Q4 2025 | Jan 16, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 20,554 | 9,728 | 0.14% | 0.14% | 454 | +745 | 3.76% | Q4 2025 | Feb 09, 2026 |
| Mill Creek Capital Advisors, LLC | History | Reduced | 20,487 | 9,696 | 0.2% | 0.22% | 455 | -2,391 | -10.45% | Q4 2025 | Feb 13, 2026 |
| Frederick Financial Consultants, LLC | History | Reduced | 20,478 | 9,692 | 5.31% | 5.39% | 456 | -27 | -0.13% | Q4 2025 | Feb 10, 2026 |
| Cyndeo Wealth Partners, LLC | History | Added to | 20,431 | 9,670 | 0.52% | 0.48% | 457 | +2,100 | 11.46% | Q4 2025 | Jan 07, 2026 |
| SAXON INTERESTS, INC. | History | Reduced | 20,230 | 9,574 | 3.35% | 4.08% | 458 | -3,202 | -13.67% | Q4 2025 | Feb 13, 2026 |
| Ferguson Johnson Wealth Management Inc | History | New | 20,099 | 9,512 | 7.91% | — | 459 | +20,099 | New | Q4 2025 | Feb 06, 2026 |
| Northern Lights Advisors, Inc. | History | New | 20,096 | 9,511 | 6.53% | — | 460 | +20,096 | New | Q4 2025 | Apr 20, 2026 |
| Zuckerman Investment Group, LLC | History | Added to | 20,006 | 9,468 | 0.85% | 0.84% | 461 | +719 | 3.73% | Q4 2025 | Feb 13, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 19,989 | 9,460 | 0.16% | 0.16% | 462 | +396 | 2.02% | Q4 2025 | Jan 22, 2026 |
| POTENTIA WEALTH | History | Added to | 19,965 | 9,449 | 3.46% | 3.19% | 463 | +2,123 | 11.9% | Q4 2025 | Feb 13, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 19,857 | 9,398 | 0.13% | 0.06% | 464 | +12,735 | 178.81% | Q4 2025 | Feb 06, 2026 |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | History | Reduced | 19,807 | 9,374 | 0.41% | 0.4% | 465 | -464 | -2.29% | Q4 2025 | Feb 17, 2026 |
| LANDAAS & CO /WI /ADV | History | Reduced | 19,712 | 9,329 | 2.05% | 2.11% | 466 | -114 | -0.58% | Q4 2025 | Jan 21, 2026 |
| St. Louis Trust Co | History | No change | 19,637 | 9,294 | 1.07% | 1.15% | 467 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Bawa N Mallick Trust | History | No change | 19,550 | 9,253 | 3.44% | 3.47% | 468 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 19,491 | 9,224 | 1.68% | 0.14% | 469 | +146 | 0.75% | Q4 2025 | Mar 04, 2026 |
| Counterweight Ventures, LLC | History | Added to | 19,372 | 9,168 | 5.14% | 5.29% | 470 | +50 | 0.26% | Q4 2025 | Jan 15, 2026 |
| Capital Advisors, Ltd. LLC | History | Reduced | 42,891 | 9,096 | 1.03% | 7.73% | 471 | -103,182 | -70.64% | Q4 2025 | Jan 21, 2026 |
| Icon Wealth Advisors, LLC | History | Added to | 19,088 | 9,034 | 0.6% | 0.41% | 472 | +6,186 | 47.95% | Q4 2025 | Feb 13, 2026 |
| Osbon Capital Management LLC | History | New | 19,033 | 9,008 | 8.43% | — | 473 | +19,033 | New | Q4 2025 | Mar 16, 2026 |
| Prosperity Consulting Group, LLC | History | Added to | 18,799 | 8,897 | 0.4% | 0.38% | 474 | +2,400 | 14.64% | Q4 2025 | Feb 17, 2026 |
| Vise Technologies, Inc. | History | Added to | 18,781 | 8,888 | 0.17% | 0.16% | 475 | +9,358 | 99.31% | Q4 2025 | Feb 11, 2026 |
| REBALANCE, LLC | History | Reduced | 18,771 | 8,884 | 0.52% | 0.6% | 476 | -2,566 | -12.03% | Q4 2025 | Jan 15, 2026 |
| Mutual Advisors, LLC | History | Reduced | 18,736 | 8,867 | 0.19% | 0.2% | 477 | -350 | -1.83% | Q4 2025 | Feb 02, 2026 |
| Northstar Group, Inc. | History | Added to | 18,652 | 8,828 | 1.2% | 1.27% | 478 | +5 | 0.03% | Q4 2025 | Feb 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 18,644 | 8,824 | 0.49% | 0.49% | 479 | +49 | 0.26% | Q4 2025 | Feb 10, 2026 |
| Provenance Wealth Advisors, LLC | History | Added to | 18,615 | 8,810 | 0.98% | 1.12% | 480 | +166 | 0.9% | Q4 2025 | Jan 26, 2026 |
| Quent Capital, LLC | History | Reduced | 18,557 | 8,783 | 0.63% | 0.74% | 481 | -242 | -1.29% | Q4 2025 | Jan 29, 2026 |
| CENTRAL TRUST Co | History | Reduced | 18,522 | 8,766 | 0.17% | 0.18% | 482 | -216 | -1.15% | Q4 2025 | Feb 02, 2026 |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | History | Reduced | 18,450 | 8,732 | 1.36% | 1.38% | 483 | -161 | -0.87% | Q4 2025 | Jan 23, 2026 |
| ALESCO ADVISORS LLC | History | No change | 18,428 | 8,721 | 0.23% | 0.23% | 484 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| OMNI 360 Wealth, Inc. | History | Added to | 18,511 | 8,702 | 4.46% | 4.86% | 485 | +1 | 0.01% | Q4 2025 | Jan 29, 2026 |
| Ancora Advisors LLC | History | Reduced | 18,362 | 8,690 | 0.18% | 0.2% | 486 | -3,406 | -15.65% | Q4 2025 | Feb 17, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Reduced | 18,348 | 8,684 | 0.14% | 0.16% | 487 | -1,136 | -5.83% | Q4 2025 | Jan 28, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | New | 18,329 | 8,675 | 1.38% | — | 488 | +18,329 | New | Q4 2025 | Jan 22, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Reduced | 18,311 | 8,666 | 0.41% | 0.5% | 489 | -1,510 | -7.62% | Q4 2025 | Jan 12, 2026 |
| FIDELITY D & D BANCORP INC | History | Added to | 18,305 | 8,663 | 3.74% | 4.67% | 490 | +219 | 1.21% | Q4 2025 | Feb 09, 2026 |
| Jackson Wealth Management, LLC | History | Reduced | 18,261 | 8,643 | 0.84% | 1.02% | 491 | -3,428 | -15.81% | Q4 2025 | Jan 20, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 18,235 | 8,630 | 1.07% | 1.12% | 492 | +88 | 0.48% | Q4 2025 | Feb 13, 2026 |
| CERTUITY, LLC | History | Reduced | 18,156 | 8,593 | 0.54% | 0.59% | 493 | -288 | -1.56% | Q4 2025 | Jan 30, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 18,103 | 8,568 | 0.17% | 0.21% | 494 | -919 | -4.83% | Q4 2025 | Feb 03, 2026 |
| TFO Wealth Partners, LLC | History | Reduced | 18,094 | 8,563 | 1.28% | 1.39% | 495 | -106 | -0.58% | Q4 2025 | Feb 05, 2026 |
| CFM WEALTH PARTNERS LLC | History | Reduced | 17,996 | 8,517 | 1.23% | 1.29% | 496 | -1,019 | -5.36% | Q4 2025 | Jan 27, 2026 |
| Smith & Howard Wealth Management, LLC | History | Reduced | 17,968 | 8,504 | 1.91% | 1.95% | 497 | -86 | -0.48% | Q4 2025 | Feb 03, 2026 |
| MYCIO WEALTH PARTNERS, LLC | History | Added to | 17,958 | 8,499 | 1.76% | 1.94% | 498 | +16 | 0.09% | Q4 2025 | Feb 10, 2026 |
| Ruggaard & Associates LLC | History | Reduced | 17,900 | 8,471 | 3.34% | 3.49% | 499 | -1,994 | -10.02% | Q4 2025 | Feb 20, 2026 |
| McAdam, LLC | History | Reduced | 17,796 | 8,422 | 0.39% | 0.42% | 500 | -483 | -2.64% | Q4 2025 | Feb 13, 2026 |
| Beirne Wealth Consulting Services, LLC | History | Reduced | 17,785 | 8,419 | 2.44% | 2.97% | 501 | -8,683 | -32.81% | Q4 2025 | Jan 29, 2026 |
| Linscomb Wealth, Inc. | History | Reduced | 17,707 | 8,380 | 0.35% | 0.36% | 502 | -371 | -2.05% | Q4 2025 | Feb 10, 2026 |
| Sovran Advisors, LLC | History | Added to | 17,780 | 8,368 | 0.71% | 0.73% | 503 | +703 | 4.12% | Q4 2025 | Jan 20, 2026 |
| Altus Wealth Group LLC | History | Added to | 17,624 | 8,341 | 3.33% | 3.38% | 504 | +51 | 0.29% | Q4 2025 | Feb 13, 2026 |
| Cornerstone Advisory, LLC | History | Reduced | 17,617 | 8,338 | 0.8% | 0.83% | 505 | -434 | -2.4% | Q4 2025 | Jan 28, 2026 |
| AE Wealth Management LLC | History | Added to | 17,593 | 8,327 | 0.05% | 0.05% | 506 | +2,116 | 13.67% | Q4 2025 | Jan 26, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 17,500 | 8,326 | 0.39% | 0.24% | 507 | +9,142 | 109.38% | Q4 2025 | Feb 03, 2026 |
| Indiana Trust & Investment Management Co | History | Reduced | 17,586 | 8,323 | 2.45% | 2.51% | 508 | -25 | -0.14% | Q4 2025 | Jan 21, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | New | 17,432 | 8,250 | 0.17% | — | 509 | +17,432 | New | Q4 2025 | Feb 17, 2026 |
| Greenspring Advisors, LLC | History | Added to | 17,394 | 8,232 | 0.51% | 0.47% | 510 | +11,743 | 207.8% | Q4 2025 | Feb 10, 2026 |
| Three Bridge Wealth Advisors, LLC | History | Added to | 17,390 | 8,230 | 2.17% | 2.1% | 511 | +4 | 0.02% | Q4 2025 | Feb 10, 2026 |
| Monument Capital Management | History | Added to | 17,217 | 8,148 | 2.03% | 1.94% | 512 | +654 | 3.95% | Q4 2025 | Jan 26, 2026 |
| Hilltop Holdings Inc. | History | Added to | 17,199 | 8,140 | 0.48% | 0.36% | 513 | +2,836 | 19.75% | Q4 2025 | Feb 17, 2026 |
| OARSMAN CAPITAL, INC. | History | Added to | 17,178 | 8,130 | 1.05% | 1.04% | 514 | +1,306 | 8.23% | Q4 2025 | Feb 13, 2026 |
| Tanglewood Legacy Advisors, LLC | History | Reduced | 17,163 | 8,123 | 3.05% | 3.15% | 515 | -231 | -1.33% | Q4 2025 | Feb 06, 2026 |
| Partnership Wealth Management, LLC | History | Reduced | 17,084 | 8,085 | 5.82% | 6.51% | 516 | -971 | -5.38% | Q4 2025 | Jan 09, 2026 |
| DIMENSION CAPITAL MANAGEMENT LLC | History | Reduced | 17,075 | 8,081 | 1.13% | 1.17% | 517 | -260 | -1.5% | Q4 2025 | Feb 17, 2026 |
| Caprock Group, LLC | History | Reduced | 17,004 | 8,048 | 0.17% | 0.19% | 518 | -35 | -0.21% | Q4 2025 | Jan 28, 2026 |
| Pitcairn Wealth Advisors LLC | History | New | 16,912 | 8,004 | 0.72% | — | 519 | +16,912 | New | Q4 2025 | Feb 13, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 16,823 | 7,961 | 1.24% | 1.29% | 520 | +138 | 0.83% | Q4 2025 | Feb 02, 2026 |
| SOL Capital Management CO | History | Reduced | 16,737 | 7,922 | 0.71% | 0.72% | 521 | -300 | -1.76% | Q4 2025 | Jan 30, 2026 |
| Harbour Capital Advisors, LLC | History | Reduced | 16,722 | 7,888 | 1.61% | 1.64% | 522 | -350 | -2.05% | Q4 2025 | Jan 07, 2026 |
| Opes Wealth Management LLC | History | Reduced | 16,565 | 7,840 | 1.28% | 1.36% | 523 | -221 | -1.32% | Q4 2025 | Feb 02, 2026 |
| IFG Advisory, LLC | History | Reduced | 16,516 | 7,816 | 0.34% | 0.35% | 524 | -60 | -0.36% | Q4 2025 | Feb 10, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 16,483 | 7,801 | 0.09% | 0.11% | 525 | -10,862 | -39.72% | Q4 2025 | Feb 13, 2026 |
| GTS SECURITIES LLC | History | Added to | 16,469 | 7,794 | 0.27% | 0.28% | 526 | +1,168 | 7.63% | Q4 2025 | Feb 13, 2026 |
| Next Level Private LLC | History | Reduced | 16,455 | 7,787 | 2.04% | 2.34% | 527 | -647 | -3.78% | Q4 2025 | Jan 07, 2026 |
| DIXON FNANCIAL SERVICES, INC. | History | No change | 16,286 | 7,708 | 3.42% | 3.47% | 528 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Legacy Advisors, LLC | History | Reduced | 16,178 | 7,657 | 0.82% | 1.01% | 529 | -1,360 | -7.75% | Q4 2025 | Jan 27, 2026 |
| ASSETMARK, INC | History | Added to | 16,172 | 7,653 | 0.02% | 0.01% | 530 | +3,340 | 26.03% | Q4 2025 | Jan 23, 2026 |
| Garde Capital, Inc. | History | Reduced | 16,140 | 7,639 | 0.45% | 0.37% | 531 | -214 | -1.31% | Q4 2025 | Feb 10, 2026 |
| CENTRAL VALLEY ADVISORS, LLC | History | Reduced | 16,035 | 7,589 | 2.27% | 2.39% | 533 | -425 | -2.58% | Q4 2025 | Jan 12, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 16,033 | 7,589 | 0.25% | 0.26% | 532 | +19 | 0.12% | Q4 2025 | Feb 13, 2026 |
| Mathes Company, Inc. | History | Added to | 16,000 | 7,573 | 2.7% | 2.51% | 534 | +1,050 | 7.02% | Q4 2025 | Feb 09, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 15,894 | 7,522 | 0.1% | 0.1% | 535 | -48 | -0.3% | Q4 2025 | Feb 05, 2026 |
| CJM Wealth Advisers, Ltd. | History | Reduced | 15,825 | 7,489 | 2.24% | 2.36% | 536 | -595 | -3.62% | Q4 2025 | Jan 23, 2026 |
| Tandem Financial, LLC | History | Added to | 18,588 | 7,464 | 8.95% | 1.76% | 537 | +8,484 | 83.97% | Q4 2025 | Feb 10, 2026 |
| Heck Capital Advisors, LLC | History | Added to | 15,761 | 7,459 | 0.56% | 0.46% | 538 | +2,942 | 22.95% | Q4 2025 | Jan 16, 2026 |
| FineMark National Bank & Trust | History | Added to | 15,684 | 7,423 | 0.23% | 0.24% | 539 | +15 | 0.1% | Q4 2025 | Feb 12, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Added to | 15,681 | 7,421 | 0.14% | 0.14% | 540 | +302 | 1.96% | Q4 2025 | Feb 10, 2026 |
| Apriem Advisors | History | Reduced | 15,653 | 7,408 | 0.68% | 0.69% | 541 | -8 | -0.05% | Q4 2025 | Feb 13, 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | History | Added to | 15,622 | 7,393 | 1.2% | 1.28% | 542 | +5 | 0.03% | Q4 2025 | Feb 11, 2026 |
| EPG Wealth Management LLC | History | Reduced | 15,596 | 7,381 | 1.99% | 2.02% | 543 | -30 | -0.19% | Q4 2025 | Jan 28, 2026 |
| Talisman Wealth Advisors LLC | History | Added to | 15,567 | 7,378 | 5.74% | 5.83% | 544 | +539 | 3.59% | Q4 2025 | Feb 20, 2026 |
| Meridian Wealth Advisors, LLC | History | Added to | 15,575 | 7,371 | 1.02% | 1.03% | 545 | +55 | 0.35% | Q4 2025 | Feb 17, 2026 |
| Tolleson Wealth Management, Inc. | History | Reduced | 15,453 | 7,313 | 1.06% | 1.18% | 546 | -872 | -5.34% | Q4 2025 | Feb 17, 2026 |
| AVITY INVESTMENT MANAGEMENT INC. | History | Reduced | 15,424 | 7,300 | 0.51% | 0.54% | 547 | -983 | -5.99% | Q4 2025 | Jan 13, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 15,276 | 7,286 | 0.28% | 0.66% | 548 | -7,480 | -32.87% | Q4 2025 | Feb 13, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 15,354 | 7,267 | 2.41% | 2.49% | 549 | -307 | -1.96% | Q4 2025 | Jan 23, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Reduced | 15,349 | 7,264 | 0.04% | 0.07% | 550 | -9,014 | -37.0% | Q4 2025 | Feb 12, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 15,204 | 7,196 | 0.27% | 0.29% | 551 | -949 | -5.88% | Q4 2025 | Feb 17, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | Added to | 15,108 | 7,150 | 0.0% | 0.0% | 552 | +10,133 | 203.68% | Q4 2025 | Jan 22, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | New | 15,026 | 7,111 | 0.94% | — | 553 | +15,026 | New | Q4 2025 | Feb 04, 2026 |
| CITY HOLDING CO | History | Reduced | 14,992 | 7,095 | 0.87% | 1.01% | 554 | -2,150 | -12.54% | Q4 2025 | Jan 22, 2026 |
| Canal Capital Management, LLC | History | Reduced | 14,875 | 7,040 | 1.0% | 1.05% | 555 | -19 | -0.13% | Q4 2025 | Jan 06, 2026 |
| EQUITABLE TRUST CO | History | Added to | 14,852 | 7,029 | 0.31% | 0.32% | 556 | +29 | 0.2% | Q4 2025 | Feb 02, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 14,813 | 7,010 | 0.34% | 0.3% | 557 | +4,249 | 40.22% | Q4 2025 | Jan 28, 2026 |
| AlphaCore Capital LLC | History | Reduced | 14,590 | 6,905 | 0.15% | 0.25% | 558 | -1,301 | -8.19% | Q4 2025 | Feb 05, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | Added to | 15,014 | 6,886 | 1.55% | 1.74% | 559 | +553 | 3.82% | Q4 2025 | Feb 04, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 14,501 | 6,863 | 0.29% | 0.28% | 560 | +133 | 0.93% | Q4 2025 | Feb 09, 2026 |
| Embree Financial Group | History | Reduced | 14,388 | 6,809 | 0.83% | 0.97% | 561 | -1,062 | -6.87% | Q4 2025 | Jan 14, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | Added to | 14,356 | 6,794 | 0.1% | 0.04% | 562 | +8,249 | 135.07% | Q4 2025 | Feb 12, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 14,352 | 6,792 | 0.51% | 0.51% | 563 | +1,103 | 8.33% | Q4 2025 | Jan 07, 2026 |
| Opus Capital Group, LLC | History | Reduced | 14,226 | 6,733 | 0.73% | 0.76% | 564 | -137 | -0.95% | Q4 2025 | Jan 30, 2026 |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | History | Added to | 14,147 | 6,695 | 0.34% | 0.33% | 565 | +197 | 1.41% | Q4 2025 | Jan 27, 2026 |
| Widmann Financial Services, Inc. | History | Added to | 14,146 | 6,695 | 4.1% | 4.12% | 566 | +146 | 1.04% | Q4 2025 | Feb 18, 2026 |
| First Western Trust Bank | History | Reduced | 14,114 | 6,680 | 0.33% | 0.32% | 567 | -964 | -6.39% | Q4 2025 | Feb 12, 2026 |
| BUFFALO BUSINESS & ESTATE SERVICES LTD | History | New | 13,961 | 6,607 | 0.95% | — | 568 | +13,961 | New | Q4 2025 | Jan 21, 2026 |
| Dynamic Financial Group | History | Added to | 13,944 | 6,599 | 5.63% | 5.56% | 569 | +277 | 2.03% | Q4 2025 | Jan 26, 2026 |
| Forum Financial Management, LP | History | Reduced | 13,937 | 6,596 | 0.09% | 0.09% | 570 | -155 | -1.1% | Q4 2025 | Jan 27, 2026 |
| LOWERY THOMAS, LLC | History | Reduced | 13,929 | 6,592 | 3.72% | 3.79% | 571 | -73 | -0.52% | Q4 2025 | Jan 26, 2026 |
| GC Wealth Management RIA, LLC | History | Added to | 13,926 | 6,591 | 0.24% | 0.19% | 572 | +1,788 | 14.73% | Q4 2025 | Jan 30, 2026 |
| LEIGH BALDWIN & CO., LLC | History | Reduced | 13,922 | 6,589 | 4.33% | 4.2% | 573 | -2,002 | -12.57% | Q4 2025 | Feb 12, 2026 |
| Calamos Wealth Management LLC | History | Added to | 13,766 | 6,515 | 0.22% | 0.23% | 574 | +82 | 0.6% | Q4 2025 | Jan 29, 2026 |
| Estate Counselors, LLC | History | Added to | 13,756 | 6,510 | 0.55% | 0.55% | 575 | +120 | 0.88% | Q4 2025 | Feb 02, 2026 |
| Serenus Wealth Advisors, LLC | History | Reduced | 13,754 | 6,509 | 1.26% | 1.14% | 576 | -446 | -3.14% | Q4 2025 | Jan 28, 2026 |
| Wall Capital Group, Inc. | History | New | 13,747 | 6,506 | 6.19% | — | 577 | +13,747 | New | Q4 2025 | Feb 17, 2026 |
| World Investment Advisors | History | Added to | 13,620 | 6,446 | 0.1% | 0.09% | 578 | +4,079 | 42.75% | Q4 2025 | Mar 12, 2026 |
| Colorado Capital Management, Inc. | History | Reduced | 13,570 | 6,423 | 2.41% | 2.64% | 579 | -1,009 | -6.92% | Q4 2025 | Jan 23, 2026 |
| Sigma Planning Corp | History | Reduced | 13,333 | 6,341 | 0.18% | 0.18% | 580 | -373 | -2.72% | Q4 2025 | Jan 30, 2026 |
| Jordan Park Group LLC | History | Added to | 13,351 | 6,319 | 0.37% | 0.24% | 581 | +4,500 | 50.84% | Q4 2025 | Feb 10, 2026 |
| MidAtlantic Capital Management, Inc. | History | Reduced | 13,326 | 6,307 | 4.04% | 4.27% | 582 | -22 | -0.16% | Q4 2025 | Feb 10, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 13,213 | 6,253 | 0.08% | 0.08% | 583 | -33 | -0.25% | Q4 2025 | Jan 26, 2026 |
| Cordatus Wealth Management LLC | History | Reduced | 13,059 | 6,180 | 1.43% | 9.43% | 585 | -72,291 | -84.7% | Q4 2025 | Jan 26, 2026 |
| WESTFIELD CAPITAL MANAGEMENT CO LP | History | New | 13,058 | 6,180 | 0.03% | — | 584 | +13,058 | New | Q4 2025 | Feb 11, 2026 |
| Total Clarity Wealth Management, Inc. | History | Added to | 12,994 | 6,150 | 1.49% | 1.54% | 586 | +617 | 4.99% | Q4 2025 | Feb 02, 2026 |
| MONETARY MANAGEMENT GROUP INC | History | Reduced | 12,976 | 6,141 | 1.42% | 1.49% | 587 | -910 | -6.55% | Q4 2025 | Feb 11, 2026 |
| STAGE HARBOR FINANCIAL, LLC | History | Added to | 12,949 | 6,128 | 4.13% | 4.41% | 588 | +69 | 0.54% | Q4 2025 | Feb 17, 2026 |
| Foundation Wealth Management, LLC\PA | History | Reduced | 12,910 | 6,110 | 2.22% | 2.39% | 589 | -245 | -1.86% | Q4 2025 | Jan 15, 2026 |
| FLAGSTAR ADVISORS INC | History | Reduced | 12,776 | 6,047 | 2.02% | 1.98% | 590 | -1,044 | -7.55% | Q4 2025 | Jan 13, 2026 |
| Berman McAleer LLC | History | Reduced | 12,766 | 6,042 | 0.83% | 1.02% | 591 | -2,857 | -18.29% | Q4 2025 | Feb 05, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 12,756 | 6,037 | 0.15% | 0.14% | 592 | +322 | 2.59% | Q4 2025 | Feb 13, 2026 |
| Eagle Strategies LLC | History | Added to | 12,694 | 6,007 | 0.77% | 0.78% | 593 | +296 | 2.39% | Q4 2025 | Jan 23, 2026 |
| SPIREPOINT PRIVATE CLIENT, LLC | History | Added to | 12,563 | 5,946 | 0.57% | 0.28% | 594 | +6,930 | 123.03% | Q4 2025 | Jan 22, 2026 |
| Sage Mountain Advisors LLC | History | Reduced | 12,554 | 5,941 | 0.32% | 0.34% | 595 | -14 | -0.11% | Q4 2025 | Jan 23, 2026 |
| XPONANCE LLC | History | Reduced | 12,539 | 5,934 | 0.04% | 0.05% | 596 | -1,078 | -7.92% | Q4 2025 | Feb 12, 2026 |
| GFG Capital, LLC | History | Added to | 12,511 | 5,921 | 2.11% | 0.19% | 597 | +11,334 | 962.96% | Q4 2025 | Jan 15, 2026 |
| Ducere Wealth Management LLC | History | New | 12,503 | 5,917 | 2.33% | — | 598 | +12,503 | New | Q4 2025 | Feb 17, 2026 |
| MTM Investment Management, LLC | History | Added to | 12,501 | 5,916 | 1.89% | 1.85% | 599 | +68 | 0.55% | Q4 2025 | Feb 09, 2026 |
| HRT FINANCIAL LP | History | Added to | 12,497 | 5,914 | 0.02% | 0.01% | 600 | +5,434 | 76.94% | Q4 2025 | Feb 12, 2026 |
| LOGAN CAPITAL MANAGEMENT INC | History | Added to | 12,466 | 5,900 | 0.25% | 0.01% | 601 | +11,988 | 2507.95% | Q4 2025 | Feb 12, 2026 |
| Joel Isaacson & Co., LLC | History | Reduced | 12,400 | 5,869 | 0.19% | 0.21% | 602 | -32 | -0.26% | Q4 2025 | Jan 30, 2026 |
| Essex Financial Services, Inc. | History | Reduced | 12,397 | 5,867 | 0.33% | 0.35% | 603 | -55 | -0.44% | Q4 2025 | Feb 10, 2026 |
| CPC Advisors, LLC | History | Reduced | 12,366 | 5,852 | 0.59% | 0.63% | 604 | -403 | -3.16% | Q4 2025 | Jan 28, 2026 |
| Bollard Group LLC | History | Added to | 12,352 | 5,846 | 0.15% | 0.14% | 605 | +11 | 0.09% | Q4 2025 | Feb 13, 2026 |
| TPG Financial Advisors, LLC | History | Reduced | 12,295 | 5,819 | 1.94% | 3.14% | 606 | -5,689 | -31.63% | Q4 2025 | Feb 06, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 12,294 | 5,818 | 0.01% | 0.01% | 607 | -6,059 | -33.01% | Q4 2025 | Feb 13, 2026 |
| Crestwood Advisors Group, LLC | History | Added to | 12,277 | 5,810 | 0.1% | 0.1% | 608 | +257 | 2.14% | Q4 2025 | Feb 03, 2026 |
| Granite Investment Partners, LLC | History | Added to | 12,242 | 5,794 | 0.34% | 0.01% | 609 | +11,960 | 4241.13% | Q4 2025 | Feb 12, 2026 |
| CITY NATIONAL BANK OF FLORIDA /MSD | History | Reduced | 12,160 | 5,755 | 3.76% | 3.76% | 610 | -3 | -0.02% | Q4 2025 | Feb 17, 2026 |
| W ADVISORS, LLC | History | Added to | 12,141 | 5,746 | 2.89% | 2.96% | 611 | +131 | 1.09% | Q4 2025 | Feb 13, 2026 |
| Verdence Capital Advisors LLC | History | Added to | 12,124 | 5,738 | 0.34% | 0.33% | 612 | +176 | 1.47% | Q4 2025 | Jan 29, 2026 |
| Cordoba Advisory Partners LLC | History | New | 12,084 | 5,728 | 1.42% | — | 613 | +12,084 | New | Q4 2025 | Feb 13, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | Reduced | 12,089 | 5,721 | 0.28% | 0.37% | 614 | -3,429 | -22.1% | Q4 2025 | Feb 11, 2026 |
| Cassaday & Co Wealth Management LLC | History | Reduced | 12,089 | 5,721 | 0.12% | 0.13% | 616 | -315 | -2.54% | Q4 2025 | Feb 03, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 12,089 | 5,721 | 0.18% | 0.16% | 615 | +108 | 0.9% | Q4 2025 | Jan 09, 2026 |
| Affinity Capital Advisors, LLC | History | No change | 12,083 | 5,718 | 0.79% | 0.88% | 617 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Cadence Bank | History | Reduced | 12,068 | 5,711 | 0.33% | 0.35% | 618 | -207 | -1.69% | Q4 2025 | Jan 30, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 12,059 | 5,707 | 0.0% | 0.0% | 619 | -1,071 | -8.16% | Q4 2025 | Feb 09, 2026 |
| WEDGEWOOD PARTNERS INC | History | New | 12,019 | 5,688 | 1.06% | — | 620 | +12,019 | New | Q4 2025 | Feb 17, 2026 |
| NICOLET BANKSHARES INC | History | Reduced | 12,016 | 5,687 | 0.91% | 1.11% | 621 | -2,754 | -18.65% | Q4 2025 | Feb 09, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 11,992 | 5,675 | 0.59% | 0.68% | 622 | -428 | -3.45% | Q4 2025 | Feb 13, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 11,980 | 5,672 | 0.33% | 0.33% | 623 | +4,917 | 69.62% | Q4 2025 | Jan 29, 2026 |
| OKABENA INVESTMENT SERVICES INC | History | No change | 11,971 | 5,665 | 1.08% | 1.09% | 624 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Cornerstone Wealth Advisors, Inc. | History | Reduced | 11,960 | 5,660 | 1.32% | 1.39% | 625 | -286 | -2.34% | Q4 2025 | Jan 14, 2026 |
| Alta Wealth Advisors LLC | History | Reduced | 11,874 | 5,619 | 1.88% | 2.11% | 626 | -675 | -5.38% | Q4 2025 | Feb 03, 2026 |
| IFP Advisors, Inc | History | Added to | 11,846 | 5,606 | 0.13% | 0.14% | 627 | +374 | 3.26% | Q4 2025 | Feb 06, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 11,800 | 5,584 | 0.01% | 0.0% | 628 | +8,200 | 227.78% | Q4 2025 | Feb 12, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 11,785 | 5,578 | 0.42% | 0.44% | 629 | -513 | -4.17% | Q4 2025 | Jan 29, 2026 |
| JSF Financial, LLC | History | Reduced | 11,744 | 5,558 | 1.15% | 1.27% | 630 | -439 | -3.6% | Q4 2025 | Feb 04, 2026 |
| Ellis Investment Partners, LLC | History | Reduced | 11,736 | 5,554 | 0.97% | 1.0% | 631 | -92 | -0.78% | Q4 2025 | Feb 02, 2026 |
| ADIRONDACK TRUST CO | History | Added to | 11,699 | 5,536 | 1.82% | 1.68% | 632 | +1,013 | 9.48% | Q4 2025 | Jan 08, 2026 |
| VISTA CAPITAL PARTNERS, INC. | History | Added to | 11,689 | 5,532 | 0.55% | 0.36% | 633 | +4,044 | 52.9% | Q4 2025 | Feb 02, 2026 |
| Adirondack Capital Advisors, LLC | History | New | 11,682 | 5,529 | 3.72% | — | 634 | +11,682 | New | Q4 2025 | Feb 03, 2026 |
| GAMMA Investing LLC | History | Added to | 11,645 | 5,511 | 0.28% | 0.28% | 635 | +683 | 6.23% | Q4 2025 | Jan 05, 2026 |
| Intrua Financial, LLC | History | Reduced | 11,429 | 5,409 | 0.57% | 0.61% | 636 | -515 | -4.31% | Q4 2025 | Feb 05, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 11,362 | 5,377 | 0.25% | 0.26% | 637 | -507 | -4.27% | Q4 2025 | Feb 17, 2026 |
| Disciplined Investments, LLC | History | Reduced | 11,322 | 5,358 | 2.06% | 2.18% | 638 | -400 | -3.41% | Q4 2025 | Feb 05, 2026 |
| Topel & Distasi Wealth Management, LLC | History | Reduced | 11,292 | 5,344 | 2.61% | 2.81% | 639 | -873 | -7.18% | Q4 2025 | Feb 09, 2026 |
| WESBANCO BANK INC | History | Added to | 11,254 | 5,326 | 0.15% | 0.14% | 640 | +234 | 2.12% | Q4 2025 | Feb 03, 2026 |
| Stonebridge Capital Advisors LLC | History | Reduced | 11,193 | 5,297 | 0.37% | 0.38% | 641 | -45 | -0.4% | Q4 2025 | Feb 12, 2026 |
| BBR PARTNERS, LLC | History | Added to | 11,183 | 5,292 | 0.28% | 0.29% | 642 | +464 | 4.33% | Q4 2025 | Feb 11, 2026 |
| DAVIS R M INC | History | Added to | 11,107 | 5,256 | 0.09% | 0.09% | 643 | +181 | 1.66% | Q4 2025 | Feb 12, 2026 |
| DSG Capital Advisors, LLC | History | Added to | 11,119 | 5,233 | 0.8% | 0.13% | 645 | +9,375 | 537.56% | Q4 2025 | Jan 27, 2026 |
| Verum Partners LLC | History | Reduced | 11,058 | 5,233 | 1.05% | 1.1% | 644 | -5 | -0.05% | Q4 2025 | Jan 14, 2026 |
| Integrated Advisors Network LLC | History | Added to | 11,044 | 5,226 | 0.23% | 0.21% | 646 | +200 | 1.84% | Q4 2025 | Feb 17, 2026 |
| Summa Corp. | History | Reduced | 11,026 | 5,218 | 2.24% | 2.38% | 647 | -529 | -4.58% | Q4 2025 | Jan 21, 2026 |
| VANCE WEALTH, LLC | History | Reduced | 10,940 | 5,177 | 1.54% | 1.63% | 648 | -368 | -3.25% | Q4 2025 | Feb 17, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 10,902 | 5,159 | 0.16% | 0.18% | 649 | -1,283 | -10.53% | Q4 2025 | Jan 06, 2026 |
| SIGMA INVESTMENT COUNSELORS INC | History | Reduced | 10,861 | 5,140 | 0.26% | 0.27% | 650 | -125 | -1.14% | Q4 2025 | Feb 03, 2026 |
| Krilogy Financial LLC | History | Reduced | 10,905 | 5,137 | 0.17% | 0.2% | 651 | -195 | -1.76% | Q4 2025 | Jan 27, 2026 |
| HANCOCK WHITNEY CORP | History | Added to | 10,822 | 5,122 | 0.09% | 0.08% | 652 | +867 | 8.71% | Q4 2025 | Feb 17, 2026 |
| McCarthy Asset Management, Inc. | History | Added to | 10,804 | 5,113 | 2.67% | 3.25% | 653 | +10 | 0.09% | Q4 2025 | Feb 03, 2026 |
| PACES FERRY WEALTH ADVISORS, LLC | History | Reduced | 10,789 | 5,106 | 2.07% | 2.11% | 654 | -45 | -0.42% | Q4 2025 | Feb 11, 2026 |
| FOSTER DYKEMA CABOT & PARTNERS, LLC | History | Reduced | 10,765 | 5,095 | 0.31% | 0.36% | 655 | -884 | -7.59% | Q4 2025 | Feb 12, 2026 |
| Cornerstone Wealth Group, LLC | History | Added to | 10,746 | 5,086 | 0.35% | 0.34% | 656 | +47 | 0.44% | Q4 2025 | Jan 26, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 10,635 | 5,033 | 0.15% | 0.15% | 657 | +846 | 8.64% | Q4 2025 | Feb 12, 2026 |
| Clarius Group, LLC | History | Reduced | 10,621 | 5,026 | 0.29% | 0.3% | 658 | -307 | -2.81% | Q4 2025 | Jan 14, 2026 |
| True Link Financial Advisors, LLC | History | Reduced | 10,579 | 5,007 | 0.3% | 0.32% | 659 | -154 | -1.43% | Q4 2025 | Jan 29, 2026 |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | History | Reduced | 10,566 | 5,000 | 1.18% | 1.28% | 660 | -540 | -4.86% | Q4 2025 | Feb 02, 2026 |
| Atlas Brown,Inc. | History | Added to | 10,563 | 4,999 | 1.49% | 1.46% | 661 | +16 | 0.15% | Q4 2025 | Jan 09, 2026 |
| Segment Wealth Management, LLC | History | No change | 10,534 | 4,985 | 0.29% | 0.3% | 662 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Etesian Wealth Advisors, Inc. | History | Reduced | 10,431 | 4,936 | 1.55% | 1.62% | 663 | -56 | -0.53% | Q4 2025 | Feb 11, 2026 |
| Key FInancial Inc | History | Added to | 10,416 | 4,929 | 0.9% | 0.91% | 664 | +7 | 0.07% | Q4 2025 | Feb 09, 2026 |
| SilverOak Wealth Management LLC | History | No change | 10,390 | 4,917 | 0.77% | 0.82% | 665 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Quantum Portfolio Management LLC | History | Reduced | 10,386 | 4,915 | 2.17% | 2.88% | 666 | -10,295 | -49.78% | Q4 2025 | Feb 12, 2026 |
| EVOKE WEALTH, LLC | History | Added to | 10,103 | 4,781 | 0.09% | 0.07% | 667 | +2,217 | 28.11% | Q4 2025 | Feb 06, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 10,174 | 4,764 | 0.12% | 0.13% | 668 | +294 | 2.98% | Q4 2025 | Jan 28, 2026 |
| GREAT LAKES ADVISORS, LLC | History | Added to | 10,064 | 4,763 | 0.04% | 0.04% | 669 | +526 | 5.51% | Q4 2025 | Feb 12, 2026 |
| THOMPSON SIEGEL & WALMSLEY LLC | History | No change | 10,059 | 4,761 | 0.08% | 0.08% | 670 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Sustainable Growth Advisers, LP | History | Added to | 10,027 | 4,745 | 0.03% | 0.01% | 671 | +7,053 | 237.16% | Q4 2025 | Feb 10, 2026 |
| Bouvel Investment Partners, LLC | History | Reduced | 10,026 | 4,745 | 1.37% | 1.46% | 672 | -162 | -1.59% | Q4 2025 | Jan 23, 2026 |
| Aaron Wealth Advisors LLC | History | Reduced | 10,002 | 4,733 | 0.26% | 0.29% | 673 | -376 | -3.62% | Q4 2025 | Jan 21, 2026 |
| WealthShield Partners, LLC | History | Added to | 9,969 | 4,718 | 0.52% | 0.53% | 674 | +59 | 0.6% | Q4 2025 | Feb 03, 2026 |
| Enclave Advisors LLC | History | No change | 9,913 | 4,691 | 0.66% | 0.71% | 675 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 9,904 | 4,687 | 0.41% | 0.45% | 676 | -1,045 | -9.54% | Q4 2025 | Jan 26, 2026 |
| VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | History | Reduced | 9,888 | 4,679 | 1.36% | 1.36% | 677 | -48 | -0.48% | Q4 2025 | Feb 12, 2026 |
| Central Pacific Bank - Trust Division | History | Reduced | 9,875 | 4,673 | 0.57% | 0.56% | 678 | -4 | -0.04% | Q4 2025 | Jan 07, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 9,849 | 4,661 | 0.05% | 0.03% | 679 | +4,757 | 93.42% | Q4 2025 | Feb 02, 2026 |
| Diversified Portfolios, Inc. | History | Reduced | 9,804 | 4,640 | 0.39% | 0.41% | 680 | -56 | -0.57% | Q4 2025 | Feb 09, 2026 |
| Evanson Asset Management, LLC | History | Reduced | 9,778 | 4,627 | 0.25% | 0.27% | 681 | -323 | -3.2% | Q4 2025 | Jan 12, 2026 |
| Sierra Capital LLC | History | No change | 9,718 | 4,600 | 0.49% | 0.5% | 682 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| DAVENPORT & Co LLC | History | Added to | 9,704 | 4,592 | 0.02% | 0.02% | 683 | +2,516 | 35.0% | Q4 2025 | Jan 12, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | Reduced | 9,684 | 4,583 | 0.5% | 0.53% | 684 | -14 | -0.14% | Q4 2025 | Feb 13, 2026 |
| Clarion Wealth Managment Partners, LLC | History | Reduced | 9,675 | 4,579 | 4.24% | 4.89% | 685 | -915 | -8.64% | Q4 2025 | Feb 05, 2026 |
| WILLNER & HELLER, LLC | History | Added to | 9,642 | 4,563 | 3.28% | 3.45% | 686 | +62 | 0.65% | Q4 2025 | Jan 12, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | Reduced | 9,636 | 4,560 | 0.32% | 0.3% | 687 | -13 | -0.13% | Q4 2025 | Jan 14, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 9,566 | 4,527 | 0.27% | 0.58% | 688 | -11,792 | -55.21% | Q4 2025 | Jan 30, 2026 |
| Centerpoint Advisory Group | History | Added to | 9,551 | 4,520 | 3.48% | 3.48% | 689 | +18 | 0.19% | Q4 2025 | Feb 03, 2026 |
| Ehrenkranz Partners L.P. | History | Added to | 9,541 | 4,515 | 5.12% | 2.8% | 690 | +2,720 | 39.88% | Q4 2025 | Feb 17, 2026 |
| LEGACY FINANCIAL GROUP, INC. | History | Reduced | 9,541 | 4,515 | 1.18% | 1.3% | 691 | -560 | -5.54% | Q4 2025 | Feb 06, 2026 |
| Guidance Point Advisors, LLC | History | Reduced | 9,506 | 4,502 | 1.04% | 1.08% | 692 | -11 | -0.12% | Q4 2025 | Feb 11, 2026 |
| IFC Advisors LLC | History | Added to | 9,421 | 4,458 | 0.65% | 0.73% | 693 | +903 | 10.6% | Q4 2025 | Feb 12, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Reduced | 9,350 | 4,425 | 0.14% | 0.14% | 694 | -46 | -0.49% | Q4 2025 | Jan 30, 2026 |
| CRA Financial Services, LLC | History | Added to | 9,335 | 4,418 | 0.58% | 0.58% | 695 | +255 | 2.81% | Q4 2025 | Jan 16, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 9,324 | 4,413 | 0.24% | 0.25% | 696 | -231 | -2.42% | Q4 2025 | Jan 20, 2026 |
| Evergreen Wealth Partners LLC | History | New | 9,269 | 4,386 | 3.7% | — | 697 | +9,269 | New | Q4 2025 | Feb 05, 2026 |
| Annex Advisory Services, LLC | History | Added to | 9,265 | 4,385 | 0.08% | 0.09% | 698 | +296 | 3.3% | Q4 2025 | Jan 26, 2026 |
| Savvy Advisors, Inc. | History | Added to | 9,229 | 4,368 | 0.14% | 0.19% | 699 | +386 | 4.37% | Q4 2025 | Jan 20, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Reduced | 9,168 | 4,361 | 0.09% | 0.09% | 700 | -140 | -1.5% | Q4 2025 | Jan 26, 2026 |
| Family Capital Management, Inc. | History | Reduced | 9,181 | 4,345 | 1.93% | 2.08% | 701 | -98 | -1.06% | Q4 2025 | Jan 27, 2026 |
| Goodman Financial Corp | History | Reduced | 9,167 | 4,338 | 0.82% | 0.92% | 702 | -950 | -9.39% | Q4 2025 | Jan 08, 2026 |
| Park Edge Advisors, LLC | History | Added to | 9,160 | 4,335 | 0.98% | 0.28% | 704 | +6,528 | 248.02% | Q4 2025 | Jan 16, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 9,160 | 4,335 | 0.07% | 0.07% | 703 | +321 | 3.63% | Q4 2025 | Jan 13, 2026 |
| Stonebridge Financial Planning Group, LLC | History | Reduced | 9,153 | 4,331 | 1.56% | 1.62% | 705 | -42 | -0.46% | Q4 2025 | Feb 05, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | Added to | 9,138 | 4,325 | 0.24% | 0.24% | 706 | +2 | 0.02% | Q4 2025 | Feb 13, 2026 |
| PAX Financial Group, LLC | History | Reduced | 9,124 | 4,318 | 0.74% | 0.81% | 707 | -509 | -5.28% | Q4 2025 | Feb 05, 2026 |
| jvl associates llc | History | No change | 9,112 | 4,312 | 1.4% | 1.41% | 708 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| HOWLAND CAPITAL MANAGEMENT LLC | History | No change | 9,108 | 4,310 | 0.16% | 0.16% | 709 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 9,104 | 4,308 | 0.2% | 0.21% | 710 | -172 | -1.85% | Q4 2025 | Feb 13, 2026 |
| Fiduciary Wealth Partners, LLC | History | No change | 9,081 | 4,298 | 1.76% | 1.79% | 711 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| FIRST NATIONAL TRUST CO | History | Reduced | 9,079 | 4,297 | 0.14% | 0.15% | 712 | -93 | -1.01% | Q4 2025 | Feb 09, 2026 |
| Darwin Wealth Management, LLC | History | Added to | 9,051 | 4,284 | 1.33% | 1.3% | 713 | +329 | 3.77% | Q4 2025 | Jan 22, 2026 |
| Clark & Stuart, Inc | History | Added to | 9,044 | 4,280 | 2.95% | 3.02% | 714 | +9 | 0.1% | Q4 2025 | Jan 07, 2026 |
| Jefferies Financial Group Inc. | History | Added to | 8,994 | 4,256 | 0.02% | 0.02% | 715 | +200 | 2.27% | Q4 2025 | Feb 09, 2026 |
| Summit Financial Strategies, Inc. | History | Added to | 8,951 | 4,236 | 0.35% | 0.32% | 716 | +947 | 11.83% | Q4 2025 | Jan 27, 2026 |
| KDK Private Wealth Management, LLC | History | Reduced | 8,927 | 4,225 | 3.69% | 4.34% | 717 | -220 | -2.41% | Q4 2025 | Feb 12, 2026 |
| Sendero Wealth Management, LLC | History | Reduced | 8,917 | 4,220 | 0.47% | 0.51% | 718 | -408 | -4.38% | Q4 2025 | Jan 13, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Reduced | 8,918 | 4,220 | 0.6% | 0.66% | 719 | -62 | -0.69% | Q4 2025 | Jan 12, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 8,914 | 4,219 | 0.15% | 0.15% | 720 | +674 | 8.18% | Q4 2025 | Feb 04, 2026 |
| MAYPORT, LLC | History | Reduced | 8,900 | 4,212 | 0.85% | 0.94% | 722 | -400 | -4.3% | Q4 2025 | Jan 21, 2026 |
| Hillcrest Wealth Advisors - NY, LLC | History | Reduced | 8,900 | 4,212 | 1.81% | 1.93% | 721 | -275 | -3.0% | Q4 2025 | Jan 12, 2026 |
| Brooklyn Investment Group | History | Added to | 8,795 | 4,203 | 0.19% | 0.25% | 723 | +4,435 | 101.72% | Q4 2025 | Feb 12, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 8,900 | 4,188 | 0.13% | 0.12% | 724 | +1,279 | 16.78% | Q4 2025 | Jan 23, 2026 |
| Mainstream Capital Management LLC | History | Reduced | 8,811 | 4,170 | 2.73% | 3.04% | 725 | -952 | -9.75% | Q4 2025 | Jan 21, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 8,787 | 4,158 | 0.28% | 0.23% | 726 | +2,027 | 29.99% | Q4 2025 | Feb 03, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | No change | 8,767 | 4,149 | 1.03% | 1.05% | 727 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Permanent Capital Management, LP | History | Added to | 8,762 | 4,146 | 0.81% | 0.77% | 728 | +9 | 0.1% | Q4 2025 | Jan 07, 2026 |
| Towerpoint Wealth, LLC | History | Added to | 8,747 | 4,140 | 1.64% | 1.64% | 729 | +176 | 2.05% | Q4 2025 | Jan 15, 2026 |
| GenWealth Group, Inc. | History | Reduced | 8,689 | 4,133 | 0.7% | 0.76% | 730 | -81 | -0.92% | Q4 2025 | Jan 12, 2026 |
| Regal Investment Advisors LLC | History | Added to | 8,717 | 4,125 | 0.25% | 0.22% | 731 | +1,606 | 22.58% | Q4 2025 | Feb 17, 2026 |
| ORSER CAPITAL MANAGEMENT, LLC | History | Reduced | 8,689 | 4,112 | 2.32% | 2.15% | 732 | -55 | -0.63% | Q4 2025 | Jan 12, 2026 |
| Nolet Wealth Management, LLC | History | New | 8,672 | 4,104 | 2.29% | — | 733 | +8,672 | New | Q4 2025 | Feb 27, 2026 |
| Founders Financial Alliance, LLC | History | Reduced | 8,644 | 4,091 | 0.77% | 0.78% | 734 | -245 | -2.76% | Q4 2025 | Feb 12, 2026 |
| DeLarme Wealth Management, Inc. | History | New | 8,578 | 4,059 | 2.88% | — | 735 | +8,578 | New | Q4 2025 | Jan 26, 2026 |
| Columbus Macro, LLC | History | Added to | 8,553 | 4,048 | 0.44% | 0.45% | 736 | +34 | 0.4% | Q4 2025 | Jan 15, 2026 |
| Pachira Investments Inc. | History | Added to | 8,548 | 4,045 | 1.97% | 2.19% | 737 | +220 | 2.64% | Q4 2025 | Feb 02, 2026 |
| Leo Wealth, LLC | History | Added to | 8,545 | 4,044 | 0.29% | 0.49% | 738 | +443 | 5.47% | Q4 2025 | Jan 21, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 8,542 | 4,042 | 0.08% | 0.09% | 739 | -142 | -1.64% | Q4 2025 | Feb 09, 2026 |
| MONOGRAPH WEALTH ADVISORS, LLC | History | Reduced | 8,471 | 4,009 | 0.39% | 0.41% | 740 | -107 | -1.25% | Q4 2025 | Feb 13, 2026 |
| Wharton Business Group, LLC | History | Reduced | 8,454 | 4,001 | 0.15% | 0.19% | 741 | -795 | -8.6% | Q4 2025 | Feb 11, 2026 |
| COURIER CAPITAL LLC | History | Reduced | 8,435 | 3,992 | 0.22% | 0.24% | 742 | -688 | -7.54% | Q4 2025 | Jan 29, 2026 |
| Jackson Hole Capital Partners, LLC | History | No change | 8,429 | 3,989 | 0.68% | 0.68% | 743 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Highview Capital Management LLC/DE/ | History | Added to | 8,427 | 3,988 | 1.41% | 1.29% | 744 | +950 | 12.71% | Q4 2025 | Jan 27, 2026 |
| Clark Capital Management Group, Inc. | History | Added to | 8,425 | 3,987 | 0.02% | 0.02% | 745 | +1,218 | 16.9% | Q4 2025 | Feb 17, 2026 |
| MERIDIAN MANAGEMENT CO | History | No change | 8,390 | 3,970 | 0.98% | 1.05% | 746 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Capital Asset Advisory Services LLC | History | Reduced | 8,343 | 3,969 | 0.16% | 0.17% | 747 | -185 | -2.17% | Q4 2025 | Jan 09, 2026 |
| FAS Wealth Partners, Inc. | History | Reduced | 8,301 | 3,928 | 0.25% | 0.27% | 748 | -133 | -1.58% | Q4 2025 | Feb 18, 2026 |
| RiverFront Investment Group, LLC | History | Reduced | 8,277 | 3,917 | 0.06% | 0.07% | 749 | -49 | -0.59% | Q4 2025 | Feb 05, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 8,258 | 3,908 | 0.14% | 0.17% | 750 | -1,138 | -12.11% | Q4 2025 | Jan 27, 2026 |
| HORAN Wealth, LLC | History | Reduced | 8,233 | 3,896 | 0.6% | 0.61% | 751 | -16 | -0.19% | Q4 2025 | Feb 04, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | New | 8,227 | 3,894 | 0.01% | — | 752 | +8,227 | New | Q4 2025 | Feb 17, 2026 |
| SANDS CAPITAL MANAGEMENT, LLC | History | New | 8,215 | 3,888 | 0.01% | — | 753 | +8,215 | New | Q4 2025 | Feb 13, 2026 |
| Mechanics Bank Trust Department | History | Reduced | 8,212 | 3,886 | 0.51% | 0.55% | 754 | -78 | -0.94% | Q4 2025 | Jan 14, 2026 |
| Quotient Wealth Partners, LLC | History | Reduced | 8,195 | 3,878 | 0.1% | 0.11% | 755 | -364 | -4.25% | Q4 2025 | Jan 22, 2026 |
| Empower Advisory Group, LLC | History | Added to | 8,178 | 3,870 | 0.01% | 0.01% | 756 | +387 | 4.97% | Q4 2025 | Feb 12, 2026 |
| ROBINSON SMITH WEALTH ADVISORS LLC | History | Added to | 8,125 | 3,845 | 2.63% | 2.69% | 757 | +129 | 1.61% | Q4 2025 | Feb 09, 2026 |
| Frank, Rimerman Advisors LLC | History | No change | 8,111 | 3,838 | 0.24% | 0.24% | 758 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| SouthState Bank Corp | History | Reduced | 8,081 | 3,824 | 0.17% | 0.19% | 759 | -519 | -6.03% | Q4 2025 | Feb 11, 2026 |
| SeaCrest Wealth Management, LLC | History | Added to | 8,019 | 3,824 | 0.39% | 0.4% | 760 | +119 | 1.51% | Q4 2025 | Jan 12, 2026 |
| Suncoast Equity Management | History | Added to | 8,051 | 3,810 | 0.38% | 0.32% | 761 | +1,138 | 16.46% | Q4 2025 | Feb 10, 2026 |
| Arax Advisory Partners | History | New | 8,035 | 3,802 | 0.11% | — | 762 | +8,035 | New | Q4 2025 | Feb 13, 2026 |
| Noble Family Wealth, LLC | History | Reduced | 8,027 | 3,799 | 0.8% | 0.89% | 763 | -553 | -6.45% | Q4 2025 | Jan 07, 2026 |
| Brightwater Advisory LLC | History | Reduced | 7,958 | 3,766 | 2.54% | 2.56% | 764 | -6 | -0.08% | Q4 2025 | Feb 12, 2026 |
| Goelzer Investment Management, Inc. | History | Added to | 7,928 | 3,752 | 0.17% | 0.2% | 765 | +5 | 0.06% | Q4 2025 | Jan 14, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Added to | 7,925 | 3,751 | 0.42% | 0.38% | 766 | +900 | 12.81% | Q4 2025 | Jan 14, 2026 |
| Wealth Dimensions Group, Ltd. | History | Reduced | 7,919 | 3,748 | 0.74% | 0.77% | 767 | -65 | -0.81% | Q4 2025 | Feb 13, 2026 |
| Certified Advisory Corp | History | Reduced | 7,896 | 3,736 | 0.34% | 0.35% | 768 | -19 | -0.24% | Q4 2025 | Jan 12, 2026 |
| GREENLEAF TRUST | History | Added to | 7,874 | 3,726 | 0.03% | 0.03% | 769 | +229 | 3.0% | Q4 2025 | Jan 21, 2026 |
| Weaver Capital Management LLC | History | No change | 7,858 | 3,719 | 0.79% | 0.8% | 770 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 7,825 | 3,703 | 0.31% | 0.3% | 771 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Biltmore Family Office, LLC | History | Added to | 7,821 | 3,701 | 0.51% | 0.49% | 772 | +489 | 6.67% | Q4 2025 | Feb 04, 2026 |
| PEDDOCK CAPITAL ADVISORS, LLC | History | Added to | 7,804 | 3,693 | 0.77% | 0.75% | 773 | +359 | 4.82% | Q4 2025 | Jan 21, 2026 |
| Glass Jacobson Investment Advisors llc | History | Reduced | 7,776 | 3,680 | 1.32% | 1.36% | 774 | -276 | -3.43% | Q4 2025 | Jan 22, 2026 |
| Retirement Management Systems Inc. | History | New | 7,767 | 3,676 | 0.94% | — | 775 | +7,767 | New | Q4 2025 | Feb 12, 2026 |
| Premier Path Wealth Partners, LLC | History | Reduced | 7,757 | 3,671 | 0.47% | 0.48% | 776 | -145 | -1.83% | Q4 2025 | Jan 22, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 7,752 | 3,669 | 0.0% | 0.0% | 777 | +1,350 | 21.09% | Q4 2025 | Feb 12, 2026 |
| InvesTrust | History | Reduced | 7,726 | 3,656 | 1.41% | 1.48% | 778 | -911 | -10.55% | Q4 2025 | Jan 14, 2026 |
| ASPIRIANT, LLC | History | Added to | 7,691 | 3,640 | 0.1% | 0.11% | 779 | +120 | 1.58% | Q4 2025 | Jan 20, 2026 |
| Soltis Investment Advisors LLC | History | Added to | 7,636 | 3,614 | 0.24% | 0.24% | 780 | +347 | 4.76% | Q4 2025 | Apr 02, 2026 |
| FIRST UNITED BANK & TRUST | History | Reduced | 7,627 | 3,609 | 1.15% | 1.16% | 781 | -10 | -0.13% | Q4 2025 | Jan 21, 2026 |
| Plante Moran Financial Advisors, LLC | History | Added to | 7,613 | 3,603 | 0.23% | 0.16% | 782 | +2,322 | 43.89% | Q4 2025 | Feb 05, 2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | History | Added to | 7,595 | 3,594 | 0.89% | 0.59% | 783 | +1,970 | 35.02% | Q4 2025 | Jan 08, 2026 |
| ICONIQ Capital, LLC | History | No change | 7,583 | 3,589 | 0.05% | 0.04% | 784 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MBL Wealth, LLC | History | Added to | 7,558 | 3,577 | 0.29% | 0.18% | 785 | +3,222 | 74.31% | Q4 2025 | Jan 21, 2026 |
| Argyle Capital Partners, LLC | History | Reduced | 7,526 | 3,561 | 2.6% | 2.66% | 786 | -401 | -5.06% | Q4 2025 | Feb 17, 2026 |
| Indivisible Partners | History | New | 7,525 | 3,558 | 0.39% | — | 787 | +7,525 | New | Q4 2025 | Feb 03, 2026 |
| Friday Financial | History | Added to | 7,513 | 3,555 | 1.25% | 0.94% | 788 | +2,742 | 57.47% | Q4 2025 | Jan 09, 2026 |
| Walleye Trading LLC | History | Reduced | 7,488 | 3,544 | 0.01% | 0.01% | 790 | -2,904 | -27.94% | Q4 2025 | Feb 13, 2026 |
| CANANDAIGUA NATIONAL BANK & TRUST CO | History | Reduced | 7,489 | 3,544 | 0.32% | 0.31% | 789 | -154 | -2.01% | Q4 2025 | Jan 30, 2026 |
| Baron Financial Group, LLC | History | Reduced | 7,488 | 3,544 | 1.9% | 1.94% | 791 | -90 | -1.19% | Q4 2025 | Jan 09, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 7,485 | 3,542 | 0.28% | 0.28% | 792 | +113 | 1.53% | Q4 2025 | Feb 17, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | Added to | 7,444 | 3,523 | 0.16% | 0.17% | 793 | +71 | 0.96% | Q4 2025 | Feb 11, 2026 |
| Cove Private Wealth, LLC | History | Added to | 7,440 | 3,521 | 1.05% | 1.07% | 794 | +200 | 2.76% | Q4 2025 | Jan 23, 2026 |
| Modern Wealth Management, LLC | History | Added to | 7,435 | 3,519 | 0.06% | 0.06% | 795 | +1,191 | 19.07% | Q4 2025 | Feb 17, 2026 |
| FIDUCIENT ADVISORS LLC | History | Reduced | 7,400 | 3,502 | 0.43% | 0.42% | 796 | -354 | -4.57% | Q4 2025 | Feb 10, 2026 |
| Sharkey, Howes & Javer | History | Reduced | 7,378 | 3,492 | 0.44% | 0.46% | 797 | -299 | -3.89% | Q4 2025 | Jan 13, 2026 |
| Kapstone Financial Advisors LLC | History | Reduced | 7,366 | 3,486 | 1.73% | 1.63% | 798 | -3 | -0.04% | Q4 2025 | Feb 05, 2026 |
| Glenview Trust Co | History | Reduced | 7,331 | 3,469 | 0.05% | 0.06% | 799 | -195 | -2.59% | Q4 2025 | Feb 09, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Reduced | 7,321 | 3,464 | 0.08% | 0.09% | 800 | -302 | -3.96% | Q4 2025 | Feb 03, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Reduced | 7,310 | 3,459 | 0.05% | 0.05% | 801 | -81 | -1.1% | Q4 2025 | Jan 22, 2026 |
| ProVise Management Group, LLC | History | Reduced | 7,306 | 3,458 | 0.25% | 0.26% | 802 | -326 | -4.27% | Q4 2025 | Jan 29, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Added to | 7,284 | 3,447 | 1.22% | 1.23% | 803 | +12 | 0.17% | Q4 2025 | Jan 09, 2026 |
| MIDDLETON & CO INC/MA | History | Reduced | 7,271 | 3,441 | 0.37% | 0.37% | 804 | -5 | -0.07% | Q4 2025 | Jan 29, 2026 |
| Client First Capital LLC | History | Reduced | 7,245 | 3,428 | 1.44% | 1.53% | 806 | -93 | -1.27% | Q4 2025 | Jan 26, 2026 |
| Cypress Capital Group | History | No change | 7,243 | 3,428 | 0.38% | 0.41% | 805 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| BURLING WEALTH PARTNERS, LLC | History | No change | 7,236 | 3,424 | 0.53% | 0.56% | 807 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Klingman & Associates, LLC | History | Added to | 7,233 | 3,423 | 0.17% | 0.05% | 808 | +5,052 | 231.64% | Q4 2025 | Jan 29, 2026 |
| Focus Financial Network, Inc. | History | Added to | 7,222 | 3,417 | 0.12% | 0.12% | 809 | +198 | 2.82% | Q4 2025 | Jan 12, 2026 |
| Park Place Capital Corp | History | Added to | 7,217 | 3,415 | 0.71% | 0.68% | 810 | +329 | 4.78% | Q4 2025 | Jan 09, 2026 |
| Towercrest Capital Management | History | No change | 7,201 | 3,408 | 0.54% | 0.54% | 811 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Biondo Investment Advisors, LLC | History | Added to | 7,173 | 3,395 | 0.41% | 0.42% | 812 | +46 | 0.65% | Q4 2025 | Feb 13, 2026 |
| CAHABA WEALTH MANAGEMENT, INC. | History | Reduced | 7,144 | 3,381 | 0.24% | 0.24% | 813 | -27 | -0.38% | Q4 2025 | Jan 07, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 7,093 | 3,356 | 0.04% | 0.06% | 814 | -1,213 | -14.6% | Q4 2025 | Feb 10, 2026 |
| Lee-Kelleher Wealth Management | History | Reduced | 7,076 | 3,349 | 2.0% | 2.09% | 815 | -181 | -2.49% | Q4 2025 | Jan 14, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | Reduced | 7,062 | 3,342 | 0.18% | 0.28% | 816 | -2,755 | -28.06% | Q4 2025 | Feb 17, 2026 |
| Independence Bank of Kentucky | History | Added to | 7,053 | 3,338 | 0.42% | 0.39% | 817 | +610 | 9.47% | Q4 2025 | Jan 20, 2026 |
| Ramirez Asset Management, Inc. | History | No change | 7,050 | 3,336 | 0.44% | 0.46% | 818 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Azimuth Capital Investment Management LLC | History | Reduced | 7,033 | 3,328 | 0.12% | 0.12% | 819 | -309 | -4.21% | Q4 2025 | Feb 12, 2026 |
| WADDELL & ASSOCIATES, LLC | History | Reduced | 7,020 | 3,322 | 0.22% | 0.45% | 820 | -4,225 | -37.57% | Q4 2025 | Feb 11, 2026 |
| Warner Group LLC | History | New | 7,015 | 3,320 | 2.05% | — | 821 | +7,015 | New | Q4 2025 | Feb 06, 2026 |
| Granite Harbor Advisors, Inc. | History | Added to | 7,008 | 3,316 | 1.4% | 1.37% | 822 | +59 | 0.85% | Q4 2025 | Jan 22, 2026 |
| ELEMENT POINTE ADVISORS, LLC | History | Reduced | 6,991 | 3,308 | 0.64% | 0.7% | 823 | -54 | -0.77% | Q4 2025 | Feb 13, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 6,976 | 3,301 | 0.16% | 0.15% | 824 | +295 | 4.42% | Q4 2025 | Jan 20, 2026 |
| Texas Bank & Trust Co | History | Reduced | 6,972 | 3,299 | 1.2% | 1.24% | 825 | -35 | -0.5% | Q4 2025 | Feb 06, 2026 |
| Midwest Professional Planners, LTD. | History | Reduced | 6,960 | 3,294 | 0.78% | 0.82% | 826 | -174 | -2.44% | Q4 2025 | Feb 06, 2026 |
| Gryphon Financial Partners LLC | History | Added to | 6,948 | 3,288 | 0.35% | 0.37% | 827 | +30 | 0.43% | Q4 2025 | Jan 08, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 6,938 | 3,283 | 0.21% | 0.19% | 828 | +964 | 16.14% | Q4 2025 | Feb 03, 2026 |
| CULLINAN ASSOCIATES INC | History | Reduced | 6,915 | 3,272 | 0.22% | 0.22% | 829 | -185 | -2.61% | Q4 2025 | Jan 30, 2026 |
| Tilson Financial Group, Inc. | History | Reduced | 6,854 | 3,244 | 1.0% | 1.06% | 830 | -16 | -0.23% | Q4 2025 | Feb 05, 2026 |
| Newbridge Financial Services Group, Inc. | History | Reduced | 6,832 | 3,233 | 0.5% | 0.5% | 831 | -253 | -3.57% | Q4 2025 | Jan 21, 2026 |
| Crewe Advisors LLC | History | Reduced | 6,823 | 3,229 | 0.29% | 0.31% | 832 | -165 | -2.36% | Q4 2025 | Jan 16, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 6,746 | 3,217 | 0.22% | 0.3% | 833 | -1,759 | -20.68% | Q4 2025 | Jan 15, 2026 |
| INSIGHT 2811, INC. | History | Reduced | 6,784 | 3,210 | 1.42% | 1.48% | 834 | -284 | -4.02% | Q4 2025 | Feb 03, 2026 |
| Index Technologies Group LLC | History | New | 6,776 | 3,207 | 3.35% | — | 835 | +6,776 | New | Q4 2025 | Feb 12, 2026 |
| Atlantic Union Bankshares Corp | History | Reduced | 6,771 | 3,204 | 0.06% | 0.06% | 836 | -339 | -4.77% | Q4 2025 | Feb 04, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 6,721 | 3,181 | 0.07% | 0.06% | 837 | +1,522 | 29.27% | Q4 2025 | Jan 27, 2026 |
| General Partner, Inc. | History | No change | 6,696 | 3,169 | 1.8% | 1.73% | 838 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| INVESTED ADVISORS | History | Added to | 6,665 | 3,154 | 3.27% | 1.87% | 839 | +3,491 | 109.99% | Q4 2025 | Jan 26, 2026 |
| Cannell & Spears LLC | History | No change | 6,653 | 3,148 | 0.06% | 0.06% | 840 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Bogart Wealth, LLC | History | Added to | 6,639 | 3,142 | 0.13% | 0.12% | 841 | +91 | 1.39% | Q4 2025 | Jan 30, 2026 |
| Alliance Wealth Management Group | History | No change | 6,638 | 3,141 | 0.69% | 0.69% | 842 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| FORMULATE FINANCIAL LLC | History | Added to | 6,626 | 3,136 | 3.68% | 3.56% | 843 | +498 | 8.13% | Q4 2025 | Feb 11, 2026 |
| Excelsior Advisor Network LLC | History | New | 6,621 | 3,133 | 1.52% | — | 844 | +6,621 | New | Q4 2025 | Feb 13, 2026 |
| Beaumont Financial Advisors, LLC | History | Reduced | 6,607 | 3,127 | 0.21% | 0.22% | 845 | -329 | -4.74% | Q4 2025 | Jan 16, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | Reduced | 6,529 | 3,090 | 1.05% | 1.1% | 846 | -14 | -0.21% | Q4 2025 | Jan 20, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Added to | 6,525 | 3,088 | 0.22% | 0.2% | 847 | +562 | 9.42% | Q4 2025 | Feb 12, 2026 |
| Cambridge Advisors Inc. | History | Added to | 6,484 | 3,068 | 0.58% | 0.58% | 848 | +125 | 1.97% | Q4 2025 | Jan 21, 2026 |
| Chesley Taft & Associates LLC | History | Reduced | 6,454 | 3,054 | 0.12% | 0.13% | 849 | -69 | -1.06% | Q4 2025 | Jan 14, 2026 |
| Radnor Capital Management, LLC | History | Reduced | 6,443 | 3,049 | 0.45% | 0.46% | 850 | -48 | -0.74% | Q4 2025 | Feb 06, 2026 |
| James J. Burns & Company, LLC | History | Reduced | 6,357 | 3,008 | 0.42% | 0.46% | 851 | -211 | -3.21% | Q4 2025 | Jan 23, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | Added to | 6,353 | 3,006 | 0.24% | 0.25% | 852 | +350 | 5.83% | Q4 2025 | Jan 28, 2026 |
| PGIM Custom Harvest LLC | History | Reduced | 6,323 | 2,992 | 0.04% | 0.05% | 853 | -70 | -1.09% | Q4 2025 | Feb 17, 2026 |
| MOODY LYNN & LIEBERSON, LLC | History | Added to | 6,319 | 2,990 | 0.16% | 0.16% | 854 | +39 | 0.62% | Q4 2025 | Jan 15, 2026 |
| WMS Group LLC | History | New | 6,309 | 2,986 | 3.8% | — | 855 | +6,309 | New | Q4 2025 | Mar 03, 2026 |
| CGN Advisors LLC | History | Reduced | 6,285 | 2,974 | 0.24% | 0.25% | 856 | -142 | -2.21% | Q4 2025 | Jan 05, 2026 |
| FIRST NATIONAL BANK SIOUX FALLS | History | Reduced | 6,260 | 2,962 | 0.89% | 1.02% | 857 | -753 | -10.74% | Q4 2025 | Jan 30, 2026 |
| Able Wealth Management LLC | History | Reduced | 6,247 | 2,956 | 0.94% | 1.15% | 858 | -282 | -4.32% | Q4 2025 | Jan 27, 2026 |
| Moss Adams Wealth Advisors LLC | History | Reduced | 6,232 | 2,949 | 0.21% | 0.23% | 859 | -29 | -0.46% | Q4 2025 | Jan 26, 2026 |
| LM Advisors LLC | History | Reduced | 1,395 | 2,947 | 0.05% | 0.2% | 860 | -1,574 | -53.01% | Q4 2025 | Feb 13, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 6,224 | 2,945 | 0.0% | 0.0% | 861 | +2,050 | 49.11% | Q4 2025 | Feb 17, 2026 |
| Allegheny Financial Group | History | Added to | 6,198 | 2,933 | 0.43% | 0.54% | 862 | +73 | 1.19% | Q4 2025 | Feb 02, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | Reduced | 6,173 | 2,921 | 0.08% | 0.09% | 863 | -63 | -1.01% | Q4 2025 | Feb 13, 2026 |
| Wescott Financial Advisory Group, LLC | History | Reduced | 6,156 | 2,913 | 0.25% | 0.27% | 864 | -198 | -3.12% | Q4 2025 | Feb 12, 2026 |
| FORTRESS FINANCIAL GROUP, LLC | History | Reduced | 6,153 | 2,912 | 2.15% | 2.21% | 865 | -8 | -0.13% | Q4 2025 | Jan 23, 2026 |
| Brady Martz Wealth Solutions, LLC | History | Reduced | 6,123 | 2,898 | 0.51% | 0.52% | 866 | -10 | -0.16% | Q4 2025 | Jan 15, 2026 |
| Smith Salley Wealth Management | History | Added to | 6,111 | 2,892 | 0.14% | 0.07% | 867 | +3,329 | 119.66% | Q4 2025 | Jan 27, 2026 |
| Legacy Trust | History | Added to | 6,089 | 2,881 | 0.54% | 0.45% | 869 | +1,260 | 26.09% | Q4 2025 | Jan 22, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 6,088 | 2,881 | 0.0% | 0.0% | 868 | +1,189 | 24.27% | Q4 2025 | Feb 17, 2026 |
| Auour Investments LLC | History | Reduced | 6,029 | 2,853 | 0.91% | 0.94% | 870 | -150 | -2.43% | Q4 2025 | Jan 12, 2026 |
| Dentgroup LLC | History | Reduced | 5,997 | 2,838 | 1.95% | 2.14% | 872 | -1,064 | -15.07% | Q4 2025 | Jan 28, 2026 |
| Beaton Management Co. Inc. | History | Reduced | 5,996 | 2,838 | 1.25% | 1.28% | 871 | -28 | -0.46% | Q4 2025 | Feb 10, 2026 |
| ALM First Financial Advisors, LLC | History | No change | 7,285 | 2,836 | 0.56% | 0.57% | 873 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | Added to | 5,989 | 2,834 | 0.05% | 0.04% | 874 | +1,074 | 21.85% | Q4 2025 | Jan 13, 2026 |
| FLYWHEEL PRIVATE WEALTH LLC | History | Reduced | 5,957 | 2,819 | 1.76% | 2.25% | 875 | -202 | -3.28% | Q4 2025 | Jan 14, 2026 |
| WealthBridge Capital Management, LLC | History | Reduced | 5,923 | 2,803 | 0.64% | 0.66% | 877 | -101 | -1.68% | Q4 2025 | Jan 21, 2026 |
| Trust Point Inc. | History | Reduced | 5,923 | 2,803 | 0.22% | 0.23% | 876 | -54 | -0.9% | Q4 2025 | Jan 13, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 5,922 | 2,802 | 0.22% | 0.22% | 878 | +211 | 3.69% | Q4 2025 | Feb 04, 2026 |
| Independent Advisor Alliance | History | No change | 5,909 | 2,796 | 0.07% | 0.07% | 879 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Marmo Financial Group, LLC | History | Added to | 5,903 | 2,794 | 1.32% | 1.34% | 880 | +5 | 0.08% | Q4 2025 | Feb 03, 2026 |
| Kovitz Investment Group Partners, LLC | History | Reduced | 5,874 | 2,780 | 0.06% | 1.14% | 881 | -617,667 | -99.06% | Q4 2025 | Feb 20, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 5,860 | 2,773 | 0.14% | 0.15% | 882 | -57 | -0.96% | Q4 2025 | Feb 05, 2026 |
| Plancorp, LLC | History | Added to | 5,851 | 2,769 | 0.08% | 0.09% | 883 | +16 | 0.27% | Q4 2025 | Feb 05, 2026 |
| BEACON ADVISORS HOLDINGS, LLC | History | New | 5,841 | 2,764 | 1.46% | — | 884 | +5,841 | New | Q4 2025 | Feb 27, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Reduced | 5,799 | 2,744 | 0.07% | 0.08% | 885 | -25 | -0.43% | Q4 2025 | Feb 13, 2026 |
| Obermeyer Wealth Partners | History | Reduced | 5,789 | 2,739 | 0.13% | 0.13% | 886 | -4 | -0.07% | Q4 2025 | Jan 29, 2026 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | History | No change | 5,758 | 2,731 | 0.02% | 0.02% | 887 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Trilogy Capital Inc. | History | Reduced | 5,770 | 2,730 | 0.12% | 0.15% | 888 | -1,299 | -18.38% | Q4 2025 | Jan 22, 2026 |
| Stephens Consulting, LLC | History | Reduced | 5,770 | 2,730 | 0.88% | 0.93% | 889 | -11 | -0.19% | Q4 2025 | Jan 13, 2026 |
| Wick Capital Partners, LLC | History | Reduced | 5,755 | 2,723 | 0.49% | 0.64% | 890 | -10 | -0.17% | Q4 2025 | Mar 02, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 5,751 | 2,722 | 0.07% | 0.07% | 891 | -138 | -2.34% | Q4 2025 | Jan 23, 2026 |
| Colonial Trust Co / SC | History | Reduced | 5,737 | 2,715 | 0.36% | 0.37% | 892 | -69 | -1.19% | Q4 2025 | Feb 12, 2026 |
| Betterment LLC | History | Reduced | 5,720 | 2,707 | 0.01% | 0.01% | 893 | -891 | -13.48% | Q4 2025 | Feb 12, 2026 |
| Autumn Glory Partners, LLC | History | No change | 5,707 | 2,701 | 0.95% | 1.1% | 894 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Magnus Financial Group LLC | History | Reduced | 5,700 | 2,697 | 0.21% | 0.24% | 895 | -762 | -11.79% | Q4 2025 | Jan 07, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | Added to | 5,652 | 2,675 | 0.15% | 0.04% | 896 | +4,706 | 497.46% | Q4 2025 | Feb 09, 2026 |
| Balentine LLC | History | No change | 5,619 | 2,659 | 0.1% | 0.1% | 897 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Global Trust Wealth Management LLC | History | New | 5,612 | 2,656 | 1.97% | — | 898 | +5,612 | New | Q4 2025 | Jan 28, 2026 |
| Detalus Advisors, LLC | History | No change | 5,578 | 2,640 | 0.64% | 0.68% | 899 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Empirical Asset Management, LLC | History | Added to | 5,576 | 2,639 | 0.74% | 0.72% | 900 | +37 | 0.67% | Q4 2025 | Feb 06, 2026 |
| HUB Investment Partners, LLC | History | Reduced | 5,573 | 2,637 | 0.07% | 0.09% | 901 | -61 | -1.08% | Q4 2025 | Feb 17, 2026 |
| Blankinship & Foster, LLC | History | Reduced | 5,565 | 2,633 | 0.57% | 0.59% | 902 | -238 | -4.1% | Q4 2025 | Jan 23, 2026 |
| PINEBRIDGE INVESTMENTS LLC | History | New | 5,559 | 2,631 | 0.02% | — | 904 | +5,559 | New | Q4 2025 | Feb 12, 2026 |
| Trust Co of the South | History | No change | 5,560 | 2,631 | 0.42% | 0.43% | 903 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| ROCKLAND TRUST CO | History | Reduced | 5,502 | 2,604 | 0.1% | 0.11% | 905 | -387 | -6.57% | Q4 2025 | Jan 15, 2026 |
| Main Street Financial Solutions, LLC | History | Reduced | 5,497 | 2,601 | 0.19% | 0.4% | 907 | -7,696 | -58.33% | Q4 2025 | Feb 17, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 5,497 | 2,601 | 0.64% | 0.66% | 906 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Clifford Group, LLC | History | Reduced | 5,490 | 2,598 | 2.01% | 2.12% | 908 | -318 | -5.48% | Q4 2025 | Feb 13, 2026 |
| WELCH & FORBES LLC | History | Reduced | 5,489 | 2,597 | 0.03% | 0.03% | 909 | -126 | -2.24% | Q4 2025 | Feb 10, 2026 |
| ANCHYRA PARTNERS LLC | History | New | 5,453 | 2,580 | 0.79% | — | 910 | +5,453 | New | Q4 2025 | Jan 29, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Reduced | 5,451 | 2,579 | 0.2% | 0.31% | 911 | -3,987 | -42.24% | Q4 2025 | Jan 23, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 5,442 | 2,577 | 0.23% | 0.23% | 912 | -6 | -0.11% | Q4 2025 | Jan 28, 2026 |
| Roehl & Yi Investment Advisors, LLC | History | New | 5,426 | 2,568 | 1.02% | — | 913 | +5,426 | New | Q4 2025 | Feb 17, 2026 |
| LEE DANNER & BASS INC | History | Reduced | 5,424 | 2,567 | 0.18% | 0.19% | 914 | -13 | -0.24% | Q4 2025 | Jan 29, 2026 |
| Asset Dedication, LLC | History | Reduced | 5,423 | 2,566 | 0.17% | 0.17% | 915 | -53 | -0.97% | Q4 2025 | Jan 26, 2026 |
| Investment Advisory Group, LLC | History | Added to | 5,398 | 2,555 | 0.66% | 0.66% | 916 | +244 | 4.73% | Q4 2025 | Jan 23, 2026 |
| JP Wealth Management, Inc. | History | No change | 5,400 | 2,555 | 1.81% | 1.7% | 917 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| INTEGRATED CAPITAL MANAGEMENT, INC. | History | Reduced | 5,397 | 2,554 | 1.7% | 1.77% | 918 | -23 | -0.42% | Q4 2025 | Jan 08, 2026 |
| Palisade Asset Management, LLC | History | Reduced | 5,375 | 2,543 | 0.25% | 0.25% | 919 | -325 | -5.7% | Q4 2025 | Feb 13, 2026 |
| Nikulski Financial, Inc. | History | Reduced | 5,370 | 2,541 | 0.61% | 0.78% | 920 | -1,269 | -19.11% | Q4 2025 | Jan 15, 2026 |
| Investmark Advisory Group LLC | History | Reduced | 5,348 | 2,531 | 1.08% | 1.12% | 921 | -156 | -2.83% | Q4 2025 | Jan 28, 2026 |
| Cannon Financial Strategists, Inc. | History | Added to | 5,339 | 2,527 | 0.35% | 0.36% | 922 | +3 | 0.06% | Q4 2025 | Feb 04, 2026 |
| Revolve Wealth Partners, LLC | History | Reduced | 5,306 | 2,511 | 0.3% | 0.31% | 923 | -192 | -3.49% | Q4 2025 | Jan 20, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Reduced | 5,283 | 2,500 | 0.16% | 0.18% | 924 | -110 | -2.04% | Q4 2025 | Feb 11, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 5,264 | 2,491 | 0.08% | 0.04% | 925 | +2,376 | 82.27% | Q4 2025 | Feb 13, 2026 |
| Cooper Financial Group | History | Reduced | 5,247 | 2,483 | 0.26% | 0.28% | 926 | -155 | -2.87% | Q4 2025 | Jan 08, 2026 |
| Cascade Financial Partners, LLC | History | Reduced | 5,247 | 2,483 | 0.25% | 0.28% | 927 | -25 | -0.47% | Q4 2025 | Feb 06, 2026 |
| BLUELINE ADVISORS LLC | History | New | 5,240 | 2,480 | 2.02% | — | 929 | +5,240 | New | Q4 2025 | Feb 10, 2026 |
| BEARING POINT CAPITAL, LLC | History | Added to | 5,240 | 2,480 | 0.39% | 0.42% | 928 | +27 | 0.52% | Q4 2025 | Feb 10, 2026 |
| Sterling Investment Counsel, LLC | History | Reduced | 5,230 | 2,475 | 0.71% | 0.8% | 930 | -133 | -2.48% | Q4 2025 | Jan 27, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 5,227 | 2,474 | 0.2% | 0.15% | 931 | +1,541 | 41.81% | Q4 2025 | Feb 12, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 5,226 | 2,473 | 0.12% | 0.11% | 932 | -325 | -5.85% | Q4 2025 | Jan 21, 2026 |
| Providence Capital Advisors, LLC | History | Reduced | 5,216 | 2,468 | 0.42% | 0.56% | 933 | -1,655 | -24.09% | Q4 2025 | Feb 12, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Reduced | 5,211 | 2,466 | 0.36% | 0.37% | 934 | -21 | -0.4% | Q4 2025 | Feb 09, 2026 |
| Hoese & Co LLP | History | No change | 5,201 | 2,461 | 1.75% | 1.86% | 935 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Insight Inv LLC | History | Reduced | 5,199 | 2,460 | 1.38% | 1.45% | 936 | -76 | -1.44% | Q4 2025 | Feb 06, 2026 |
| Caldwell Trust Co | History | Reduced | 5,191 | 2,456 | 0.22% | 0.23% | 937 | -85 | -1.61% | Q4 2025 | Jan 30, 2026 |
| Almanack Investment Partners, LLC. | History | No change | 5,189 | 2,455 | 0.42% | 0.38% | 938 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 5,159 | 2,441 | 0.04% | 0.04% | 939 | +22 | 0.43% | Q4 2025 | Feb 12, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | Reduced | 5,113 | 2,440 | 0.16% | 0.23% | 940 | -1,303 | -20.31% | Q4 2025 | Feb 13, 2026 |
| Acropolis Investment Management, LLC | History | Reduced | 5,136 | 2,430 | 0.11% | 0.11% | 941 | -10 | -0.19% | Q4 2025 | Jan 14, 2026 |
| WEST MICHIGAN ADVISORS, LLC | History | Reduced | 5,135 | 2,430 | 0.56% | 0.58% | 942 | -7 | -0.14% | Q4 2025 | Jan 28, 2026 |
| IFG Advisors, LLC | History | Added to | 5,130 | 2,428 | 0.4% | 0.39% | 943 | +4 | 0.08% | Q4 2025 | Jan 13, 2026 |
| Quadrant Private Wealth Management, LLC | History | Reduced | 5,110 | 2,418 | 0.4% | 0.46% | 944 | -315 | -5.81% | Q4 2025 | Jan 26, 2026 |
| Fiera Capital Corp | History | Added to | 5,099 | 2,413 | 0.01% | 0.0% | 945 | +4,355 | 585.35% | Q4 2025 | Feb 11, 2026 |
| Asempa Wealth Advisors | History | New | 5,094 | 2,410 | 2.08% | — | 946 | +5,094 | New | Q4 2025 | Jan 08, 2026 |
| Great Waters Wealth Management | History | Reduced | 5,088 | 2,408 | 0.26% | 0.29% | 947 | -133 | -2.55% | Q4 2025 | Jan 15, 2026 |
| LUTS & GREENLEIGH GROUP, INC. | History | Added to | 5,086 | 2,407 | 2.04% | 2.14% | 948 | +1 | 0.02% | Q4 2025 | Jan 26, 2026 |
| Wealth Analytics Partners, LLC | History | New | 5,081 | 2,404 | 0.94% | — | 949 | +5,081 | New | Q4 2025 | Feb 17, 2026 |
| Tarbox Family Office, Inc. | History | Reduced | 5,075 | 2,401 | 0.39% | 0.37% | 950 | -374 | -6.86% | Q4 2025 | Jan 21, 2026 |
| CCG WEALTH MANAGEMENT, LLC | History | Reduced | 5,072 | 2,400 | 1.03% | 1.16% | 951 | -180 | -3.43% | Q4 2025 | Jan 21, 2026 |
| Veracity Capital LLC | History | Added to | 5,071 | 2,400 | 0.71% | 0.75% | 952 | +59 | 1.18% | Q4 2025 | Jan 29, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Reduced | 5,066 | 2,397 | 0.27% | 0.29% | 953 | -188 | -3.58% | Q4 2025 | Jan 08, 2026 |
| LVM CAPITAL MANAGEMENT LTD/MI | History | Reduced | 5,041 | 2,386 | 0.22% | 0.23% | 954 | -1 | -0.02% | Q4 2025 | Jan 12, 2026 |
| Tassel Capital Management, Inc. | History | No change | 5,042 | 2,386 | 1.44% | 1.51% | 955 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Glassman Wealth Services | History | Added to | 5,023 | 2,377 | 0.32% | 0.3% | 956 | +433 | 9.43% | Q4 2025 | Jan 28, 2026 |
| Trademark Financial Management, LLC | History | Added to | 5,021 | 2,376 | 1.31% | 1.35% | 957 | +86 | 1.74% | Q4 2025 | Jan 28, 2026 |
| GGM Financials LLC | History | Reduced | 5,003 | 2,367 | 1.15% | 1.44% | 958 | -1,101 | -18.04% | Q4 2025 | Feb 04, 2026 |
| Activest Wealth Management | History | Added to | 4,978 | 2,356 | 0.44% | 0.4% | 959 | +735 | 17.32% | Q4 2025 | Jan 30, 2026 |
| Florida Trust Wealth Management Co | History | Reduced | 4,960 | 2,347 | 0.06% | 0.07% | 960 | -125 | -2.46% | Q4 2025 | Jan 20, 2026 |
| HOME FEDERAL BANK OF TENNESSEE | History | No change | 4,960 | 2,347 | 0.61% | 0.62% | 961 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| VeraBank, N.A. | History | Reduced | 4,957 | 2,346 | 0.43% | 0.46% | 962 | -241 | -4.64% | Q4 2025 | Feb 11, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Reduced | 4,941 | 2,338 | 0.07% | 0.07% | 963 | -41 | -0.82% | Q4 2025 | Jan 12, 2026 |
| Curated Wealth Partners LLC | History | No change | 4,928 | 2,332 | 0.25% | 0.28% | 964 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Stonebridge Financial Group, LLC / MO | History | New | 4,901 | 2,319 | 2.01% | — | 965 | +4,901 | New | Q4 2025 | Feb 04, 2026 |
| Perfromance Wealth Partners, LLC | History | Reduced | 4,863 | 2,301 | 0.06% | 0.06% | 966 | -33 | -0.67% | Q4 2025 | Jan 21, 2026 |
| Archer Investment Corp | History | Reduced | 4,855 | 2,297 | 0.52% | 0.54% | 967 | -265 | -5.18% | Q4 2025 | Jan 30, 2026 |
| Petix & Botte Co | History | No change | 4,838 | 2,289 | 0.52% | 0.52% | 968 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 4,790 | 2,267 | 0.08% | 0.07% | 969 | +1,268 | 36.0% | Q4 2025 | Feb 06, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 4,786 | 2,264 | 0.01% | 0.01% | 970 | +1,518 | 46.45% | Q4 2025 | Jan 27, 2026 |
| MMA ASSET MANAGEMENT LLC | History | No change | 4,779 | 2,261 | 0.81% | 0.75% | 971 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| ROMAN BUTLER FULLERTON & CO | History | Reduced | 4,850 | 2,260 | 0.59% | 0.67% | 972 | -242 | -4.75% | Q4 2025 | Jan 26, 2026 |
| Tranquility Partners, LLC | History | Reduced | 4,775 | 2,260 | 0.81% | 0.76% | 973 | -29 | -0.6% | Q4 2025 | Feb 03, 2026 |
| Grant Street Asset Management, Inc. | History | Added to | 4,761 | 2,253 | 0.45% | 0.45% | 974 | +210 | 4.61% | Q4 2025 | Jan 28, 2026 |
| RKL Wealth Management LLC | History | No change | 4,755 | 2,250 | 0.18% | 0.19% | 975 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| AFT, FORSYTH & COMPANY, INC. | History | Reduced | 4,742 | 2,244 | 0.97% | 1.07% | 976 | -39 | -0.82% | Q4 2025 | Feb 13, 2026 |
| MATRIX PRIVATE CAPITAL GROUP LLC | History | Reduced | 4,740 | 2,243 | 1.14% | 1.19% | 977 | -70 | -1.46% | Q4 2025 | Feb 17, 2026 |
| Morton Capital Management LLC/CA | History | No change | 4,736 | 2,241 | 0.34% | 0.36% | 978 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| G2 CAPITAL MANAGEMENT, LLC / OH | History | Reduced | 4,723 | 2,235 | 0.54% | 0.76% | 979 | -1,736 | -26.88% | Q4 2025 | Jan 23, 2026 |
| Capital Group Private Client Services, Inc. | History | Reduced | 4,701 | 2,225 | 0.04% | 0.04% | 980 | -60 | -1.26% | Q4 2025 | Feb 11, 2026 |
| Fiduciary Alliance LLC | History | Reduced | 4,699 | 2,224 | 0.15% | 0.15% | 981 | -77 | -1.61% | Q4 2025 | Jan 22, 2026 |
| VOISARD ASSET MANAGEMENT GROUP, INC. | History | Reduced | 4,689 | 2,219 | 0.48% | 0.54% | 982 | -285 | -5.73% | Q4 2025 | Jan 20, 2026 |
| ORG Partners LLC | History | Added to | 4,687 | 2,218 | 0.39% | 0.31% | 983 | +1,080 | 29.94% | Q4 2025 | Jan 14, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Reduced | 4,792 | 2,209 | 0.64% | 0.8% | 984 | -228 | -4.54% | Q4 2025 | Feb 10, 2026 |
| BIP Wealth, LLC | History | Added to | 4,665 | 2,208 | 0.08% | 0.06% | 986 | +2,234 | 91.9% | Q4 2025 | Jan 21, 2026 |
| NORTHEAST INVESTMENT MANAGEMENT | History | No change | 4,666 | 2,208 | 0.09% | 0.09% | 985 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Bensler, LLC | History | Reduced | 4,642 | 2,196 | 0.22% | 0.23% | 987 | -10 | -0.21% | Q4 2025 | Feb 04, 2026 |
| Symphony Financial Services, Inc. | History | Added to | 4,624 | 2,188 | 1.12% | 1.11% | 988 | +205 | 4.64% | Q4 2025 | Feb 12, 2026 |
| Strategic Wealth Advisors LLC | History | New | 4,621 | 2,187 | 1.87% | — | 989 | +4,621 | New | Q4 2025 | Feb 03, 2026 |
| Emprise Bank | History | No change | 4,594 | 2,174 | 0.9% | 0.93% | 990 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Clearwave Capital, LLC | History | New | 4,589 | 2,172 | 1.6% | — | 991 | +4,589 | New | Q4 2025 | Mar 02, 2026 |
| Thomasville National Bank | History | No change | 4,589 | 2,171 | 0.13% | 0.14% | 992 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 4,553 | 2,154 | 0.0% | 0.0% | 993 | +837 | 22.52% | Q4 2025 | Feb 11, 2026 |
| Financial Connections Group, Inc. | History | Reduced | 4,519 | 2,139 | 0.74% | 0.84% | 994 | -98 | -2.12% | Q4 2025 | Jan 23, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Added to | 4,485 | 2,122 | 0.6% | 0.49% | 995 | +626 | 16.22% | Q4 2025 | Jan 15, 2026 |
| Montis Financial, LLC | History | Reduced | 4,482 | 2,121 | 0.42% | 0.54% | 996 | -543 | -10.81% | Q4 2025 | Feb 11, 2026 |
| Risk Paradigm Group, LLC | History | New | 4,480 | 2,120 | 2.04% | — | 997 | +4,480 | New | Q4 2025 | Feb 17, 2026 |
| Beacon Financial Advisory LLC | History | Added to | 4,479 | 2,120 | 0.49% | 0.48% | 998 | +49 | 1.11% | Q4 2025 | Feb 17, 2026 |
| INTRUST BANK NA | History | Reduced | 4,476 | 2,118 | 0.18% | 0.17% | 999 | -1 | -0.02% | Q4 2025 | Feb 06, 2026 |
| Bedel Financial Consulting, Inc. | History | Added to | 4,464 | 2,112 | 0.23% | 0.26% | 1000 | +180 | 4.2% | Q4 2025 | Jan 28, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | Reduced | 4,458 | 2,109 | 0.02% | 0.01% | 1001 | -13 | -0.29% | Q4 2025 | Feb 17, 2026 |
| Financial Sense Advisors, Inc. | History | Added to | 4,453 | 2,107 | 0.38% | 0.35% | 1002 | +92 | 2.11% | Q4 2025 | Feb 13, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Added to | 4,442 | 2,102 | 0.17% | 0.16% | 1003 | +2 | 0.05% | Q4 2025 | Feb 17, 2026 |
| Tactive Advisors, LLC | History | Reduced | 4,429 | 2,096 | 0.61% | 0.69% | 1004 | -802 | -15.33% | Q4 2025 | Jan 09, 2026 |
| RPg Family Wealth Advisory, LLC | History | Reduced | 4,425 | 2,094 | 0.46% | 0.47% | 1005 | -162 | -3.53% | Q4 2025 | Feb 13, 2026 |
| Rossmore Private Capital | History | No change | 4,421 | 2,092 | 0.19% | 0.22% | 1006 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| BEACON FINANCIAL GROUP | History | New | 4,415 | 2,089 | 0.21% | — | 1007 | +4,415 | New | Q4 2025 | Apr 01, 2026 |
| Centennial Bank/AR/ | History | Reduced | 4,408 | 2,086 | 0.83% | 1.74% | 1008 | -5,018 | -53.24% | Q4 2025 | Feb 17, 2026 |
| TCV Trust & Wealth Management, Inc. | History | No change | 4,379 | 2,072 | 0.17% | 0.17% | 1009 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| HMS Capital Management, LLC | History | No change | 4,371 | 2,068 | 0.86% | 0.86% | 1010 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Brown Financial Advisory | History | Reduced | 4,367 | 2,067 | 1.04% | 1.18% | 1011 | -463 | -9.59% | Q4 2025 | Jan 29, 2026 |
| Providence First Trust Co | History | Added to | 4,360 | 2,063 | 0.71% | 0.3% | 1012 | +2,482 | 132.16% | Q4 2025 | Feb 03, 2026 |
| MIDLAND WEALTH ADVISORS, LLC | History | Reduced | 4,352 | 2,059 | 0.11% | 0.12% | 1013 | -390 | -8.22% | Q4 2025 | Jan 26, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Added to | 4,349 | 2,058 | 0.29% | 0.01% | 1014 | +4,152 | 2107.61% | Q4 2025 | Jan 23, 2026 |
| Advisors Capital Management, LLC | History | Reduced | 4,343 | 2,055 | 0.02% | 0.03% | 1015 | -336 | -7.18% | Q4 2025 | Jan 29, 2026 |
| CASTLE WEALTH MANAGEMENT LLC | History | Reduced | 4,337 | 2,052 | 0.68% | 0.69% | 1016 | -16 | -0.37% | Q4 2025 | Jan 22, 2026 |
| Sage Capital Management, LLC | History | No change | 4,331 | 2,051 | 0.95% | 0.91% | 1017 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Cascade Wealth Advisors, Inc | History | Reduced | 4,279 | 2,024 | 0.93% | 1.21% | 1018 | -810 | -15.92% | Q4 2025 | Feb 04, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 4,266 | 2,018 | 0.22% | 0.2% | 1019 | +1,123 | 35.73% | Q4 2025 | Feb 11, 2026 |
| Allodium Investment Consultants, LLC | History | No change | 4,241 | 2,007 | 1.02% | 1.12% | 1020 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 4,239 | 2,006 | 0.1% | 0.13% | 1021 | +229 | 5.71% | Q4 2025 | Feb 12, 2026 |
| Independent Solutions Wealth Management, LLC | History | Added to | 4,237 | 2,005 | 0.37% | 0.35% | 1022 | +14 | 0.33% | Q4 2025 | Feb 05, 2026 |
| Clarkston Capital Partners, LLC | History | No change | 4,234 | 2,004 | 0.05% | 0.04% | 1023 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Broadview Financial Management, LLC | History | Reduced | 4,223 | 1,998 | 1.34% | 1.36% | 1024 | -69 | -1.61% | Q4 2025 | Feb 13, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 4,206 | 1,990 | 0.22% | 0.23% | 1025 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Beaird Harris Wealth Management, LLC | History | Added to | 4,197 | 1,986 | 0.14% | 0.06% | 1027 | +2,457 | 141.21% | Q4 2025 | Feb 23, 2026 |
| Raab & Moskowitz Asset Management LLC | History | Reduced | 4,197 | 1,986 | 0.43% | 0.44% | 1026 | -1 | -0.02% | Q4 2025 | Jan 20, 2026 |
| Family Manage LLC | History | Added to | 4,178 | 1,977 | 0.25% | 0.25% | 1028 | +311 | 8.04% | Q4 2025 | Feb 17, 2026 |
| 1834 INVESTMENT ADVISORS CO | History | Reduced | 4,170 | 1,973 | 0.25% | 0.25% | 1029 | -259 | -5.85% | Q4 2025 | Jan 29, 2026 |
| Venturi Wealth Management, LLC | History | Reduced | 4,165 | 1,971 | 0.09% | 0.09% | 1030 | -16 | -0.38% | Q4 2025 | Jan 22, 2026 |
| S.A. Mason LLC | History | No change | 4,144 | 1,961 | 0.78% | 0.86% | 1031 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| PFG Investments, LLC | History | Added to | 4,137 | 1,958 | 0.09% | 0.1% | 1032 | +14 | 0.34% | Q4 2025 | Jan 26, 2026 |
| Resonant Capital Advisors, LLC | History | Reduced | 4,102 | 1,941 | 0.11% | 0.12% | 1033 | -288 | -6.56% | Q4 2025 | Jan 29, 2026 |
| BURNS J W & CO INC/NY | History | Reduced | 4,091 | 1,936 | 0.21% | 0.22% | 1034 | -30 | -0.73% | Q4 2025 | Jan 12, 2026 |
| Zhang Financial LLC | History | Added to | 4,082 | 1,932 | 0.07% | 0.07% | 1035 | +463 | 12.79% | Q4 2025 | Feb 10, 2026 |
| NORRIS PERNE & FRENCH LLP/MI | History | No change | 4,058 | 1,920 | 0.13% | 0.13% | 1036 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| BSW Wealth Partners | History | Added to | 4,024 | 1,904 | 0.23% | 0.23% | 1037 | +5 | 0.12% | Q4 2025 | Jan 23, 2026 |
| Jacobi Capital Management LLC | History | Added to | 4,020 | 1,902 | 0.11% | 0.11% | 1038 | +1 | 0.02% | Q4 2025 | Feb 13, 2026 |
| BURKE & HERBERT BANK & TRUST CO | History | Reduced | 4,012 | 1,898 | 0.52% | 0.72% | 1039 | -3,170 | -44.14% | Q4 2025 | Feb 12, 2026 |
| Ironwood Financial, llc | History | Reduced | 3,971 | 1,895 | 0.32% | 0.35% | 1040 | -306 | -7.15% | Q4 2025 | Jan 15, 2026 |
| Gallacher Capital Management LLC | History | No change | 3,999 | 1,892 | 0.73% | 0.74% | 1041 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Cedarwood Wealth LLC | History | New | 4,005 | 1,886 | 2.1% | — | 1042 | +4,005 | New | Q4 2025 | Mar 05, 2026 |
| KANAWHA CAPITAL MANAGEMENT LLC | History | Reduced | 3,982 | 1,884 | 0.13% | 0.13% | 1043 | -35 | -0.87% | Q4 2025 | Jan 28, 2026 |
| SkyView Investment Advisors, LLC | History | Reduced | 3,974 | 1,881 | 0.24% | 0.25% | 1045 | -312 | -7.28% | Q4 2025 | Feb 18, 2026 |
| Essex Bank | History | Added to | 3,975 | 1,881 | 0.41% | 0.41% | 1044 | +59 | 1.51% | Q4 2025 | Feb 02, 2026 |
| October Effect Ltd | History | Reduced | 3,960 | 1,874 | 2.06% | 2.18% | 1047 | -264 | -6.25% | Q4 2025 | Jan 20, 2026 |
| Franklin, Parlapiano, Turner & Welch, LLC | History | No change | 3,982 | 1,874 | 0.47% | 0.47% | 1046 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Breachway Investments LLC | History | New | 3,943 | 1,866 | 1.97% | — | 1048 | +3,943 | New | Q4 2025 | Jan 27, 2026 |
| SFMG, LLC | History | Added to | 3,940 | 1,864 | 0.12% | 0.12% | 1049 | +357 | 9.96% | Q4 2025 | Feb 10, 2026 |
| Yanni & Associates Investment Advisors, LLC | History | New | 3,936 | 1,862 | 1.86% | — | 1050 | +3,936 | New | Q4 2025 | Feb 06, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | Reduced | 3,928 | 1,859 | 0.06% | 0.06% | 1051 | -176 | -4.29% | Q4 2025 | Feb 13, 2026 |
| Aspen Grove Capital, LLC | History | Added to | 3,927 | 1,858 | 0.32% | 0.27% | 1052 | +552 | 16.36% | Q4 2025 | Feb 17, 2026 |
| DONALDSON CAPITAL MANAGEMENT, LLC | History | No change | 3,920 | 1,855 | 0.06% | 0.06% | 1053 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| MWA Asset Management | History | Reduced | 3,911 | 1,851 | 1.03% | 1.06% | 1054 | -182 | -4.45% | Q4 2025 | Jan 29, 2026 |
| Vigil Wealth Management, LLC | History | New | 3,905 | 1,848 | 1.54% | — | 1055 | +3,905 | New | Q4 2025 | Feb 10, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Added to | 3,903 | 1,847 | 0.11% | 0.1% | 1056 | +294 | 8.15% | Q4 2025 | Jan 15, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 3,901 | 1,845 | 0.0% | 0.0% | 1057 | -151 | -3.73% | Q4 2025 | Feb 17, 2026 |
| CWA Asset Management Group, LLC | History | Added to | 3,896 | 1,844 | 0.07% | 0.07% | 1058 | +109 | 2.88% | Q4 2025 | Jan 07, 2026 |
| Henrickson Nauta Wealth Advisors, Inc. | History | Added to | 3,870 | 1,841 | 0.27% | 0.29% | 1059 | +1,935 | 100.0% | Q4 2025 | Jan 07, 2026 |
| FIRST HAWAIIAN BANK | History | No change | 3,887 | 1,839 | 0.24% | 0.23% | 1060 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Heritage Financial Services, LLC | History | Reduced | 3,854 | 1,824 | 0.15% | 0.17% | 1062 | -244 | -5.95% | Q4 2025 | Feb 02, 2026 |
| PLANNING ALTERNATIVES LTD /ADV | History | No change | 3,855 | 1,824 | 0.23% | 0.23% | 1061 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| BOK Financial Private Wealth, Inc. | History | Reduced | 3,850 | 1,822 | 0.11% | 0.12% | 1063 | -170 | -4.23% | Q4 2025 | Feb 06, 2026 |
| BHK Investment Advisors, LLC | History | Added to | 3,851 | 1,822 | 0.6% | 0.64% | 1064 | +165 | 4.48% | Q4 2025 | Feb 03, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 3,835 | 1,815 | 0.0% | 0.0% | 1065 | -3,407 | -47.05% | Q4 2025 | Feb 17, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | No change | 3,833 | 1,814 | 0.2% | 0.2% | 1066 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| SP Asset Management LLC | History | Added to | 3,829 | 1,812 | 0.14% | 0.14% | 1067 | +1 | 0.03% | Q4 2025 | Jan 28, 2026 |
| DECISION INVESTMENTS, INC | History | New | 3,805 | 1,800 | 1.97% | — | 1068 | +3,805 | New | Q4 2025 | Feb 17, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 3,789 | 1,793 | 0.04% | 0.05% | 1069 | -211 | -5.28% | Q4 2025 | Jan 28, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 3,779 | 1,788 | 0.11% | 0.09% | 1070 | -709 | -15.8% | Q4 2025 | Jan 30, 2026 |
| EWA, LLC | History | Added to | 3,779 | 1,788 | 0.44% | 0.49% | 1071 | +4 | 0.11% | Q4 2025 | Feb 03, 2026 |
| CASTLEARK MANAGEMENT LLC | History | New | 3,770 | 1,784 | 0.05% | — | 1072 | +3,770 | New | Q4 2025 | Feb 13, 2026 |
| Edgemoor Investment Advisors, Inc. | History | Reduced | 3,762 | 1,780 | 0.14% | 0.21% | 1073 | -2,152 | -36.39% | Q4 2025 | Feb 10, 2026 |
| Capula Management Ltd | History | New | 3,748 | 1,773 | 0.01% | — | 1074 | +3,748 | New | Q4 2025 | Feb 13, 2026 |
| HTG Investment Advisors, Inc. | History | Reduced | 3,746 | 1,772 | 0.54% | 0.65% | 1076 | -364 | -8.86% | Q4 2025 | Feb 02, 2026 |
| Manchester Capital Management LLC | History | Reduced | 3,746 | 1,772 | 0.24% | 0.26% | 1075 | -280 | -6.95% | Q4 2025 | Feb 11, 2026 |
| Wealthspire Retirement, LLC | History | Reduced | 3,736 | 1,768 | 0.11% | 0.12% | 1077 | -210 | -5.32% | Q4 2025 | Feb 18, 2026 |
| Keebeck Wealth Management | History | Added to | 3,714 | 1,757 | 0.2% | 0.18% | 1078 | +499 | 15.52% | Q4 2025 | Feb 17, 2026 |
| Cloud Capital Management, LLC | History | Added to | 3,705 | 1,753 | 0.83% | 0.05% | 1079 | +3,489 | 1615.28% | Q4 2025 | Feb 12, 2026 |
| WATERSHED PRIVATE WEALTH LLC | History | No change | 3,691 | 1,746 | 0.52% | 0.55% | 1080 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| BlueChip Wealth Advisors LLC | History | Reduced | 3,677 | 1,740 | 0.73% | 0.75% | 1081 | -75 | -2.0% | Q4 2025 | Feb 05, 2026 |
| WealthPLAN Partners, LLC | History | Added to | 3,675 | 1,739 | 0.26% | 0.24% | 1082 | +296 | 8.76% | Q4 2025 | Feb 12, 2026 |
| Thrive Wealth Management, LLC | History | Added to | 3,674 | 1,738 | 0.26% | 0.24% | 1083 | +239 | 6.96% | Q4 2025 | Jan 12, 2026 |
| Pallas Capital Advisors LLC | History | Added to | 3,663 | 1,733 | 0.06% | 0.06% | 1084 | +147 | 4.18% | Q4 2025 | Jan 14, 2026 |
| Laurel Wealth Advisors LLC | History | No change | 3,645 | 1,725 | 0.23% | 0.24% | 1085 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Financial Perspectives, Inc | History | Added to | 3,641 | 1,723 | 0.46% | 0.44% | 1086 | +251 | 7.4% | Q4 2025 | Jan 28, 2026 |
| Harvest Investment Services, LLC | History | Added to | 3,638 | 1,721 | 0.32% | 0.33% | 1087 | +118 | 3.35% | Q4 2025 | Feb 17, 2026 |
| Fortis Capital Advisors, LLC | History | Reduced | 3,633 | 1,719 | 0.25% | 0.27% | 1089 | -59 | -1.6% | Q4 2025 | Jan 27, 2026 |
| ENCOMPASS WEALTH ADVISORS, LLC | History | No change | 3,633 | 1,719 | 0.58% | 0.58% | 1088 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| True North Advisors, LLC | History | Reduced | 3,607 | 1,707 | 0.22% | 0.89% | 1090 | -8,418 | -70.0% | Q4 2025 | Jan 22, 2026 |
| CARRET ASSET MANAGEMENT, LLC | History | No change | 3,601 | 1,704 | 0.16% | 0.16% | 1091 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Archford Capital Strategies, LLC | History | No change | 3,600 | 1,703 | 0.2% | 0.2% | 1092 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Forum Private Client Group LLC | History | Reduced | 3,593 | 1,700 | 0.58% | 0.61% | 1093 | -78 | -2.12% | Q4 2025 | Feb 06, 2026 |
| Intelligence Driven Advisers, LLC | History | Reduced | 3,577 | 1,692 | 0.24% | 0.26% | 1094 | -375 | -9.49% | Q4 2025 | Jan 23, 2026 |
| Edgestream Partners, L.P. | History | Reduced | 3,573 | 1,691 | 0.05% | 0.05% | 1096 | -225 | -5.92% | Q4 2025 | Feb 13, 2026 |
| American Investment Services, Inc. | History | Reduced | 3,573 | 1,691 | 0.39% | 0.4% | 1095 | -5 | -0.14% | Q4 2025 | Feb 13, 2026 |
| Renasant Bank | History | Reduced | 3,562 | 1,685 | 1.14% | 1.08% | 1097 | -86 | -2.36% | Q4 2025 | Jan 30, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | Reduced | 3,568 | 1,683 | 0.27% | 0.28% | 1098 | -68 | -1.87% | Q4 2025 | Jan 08, 2026 |
| AAF Wealth Management, LLC | History | Reduced | 3,553 | 1,681 | 0.71% | 0.76% | 1099 | -17 | -0.48% | Q4 2025 | Feb 06, 2026 |
| Selective Wealth Management, Inc. | History | Reduced | 3,565 | 1,677 | 0.52% | 0.55% | 1100 | -79 | -2.17% | Q4 2025 | Jan 16, 2026 |
| Jupiter Wealth Management LLC | History | No change | 3,735 | 1,676 | 0.75% | 0.83% | 1101 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | Reduced | 3,530 | 1,670 | 0.02% | 0.02% | 1102 | -30 | -0.84% | Q4 2025 | Feb 05, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | Reduced | 3,649 | 1,667 | 1.17% | 1.27% | 1103 | -154 | -4.05% | Q4 2025 | Feb 13, 2026 |
| SNS Financial Group, LLC | History | Added to | 3,521 | 1,666 | 0.14% | 0.13% | 1104 | +226 | 6.86% | Q4 2025 | Feb 02, 2026 |
| Asset Management Group, Inc. | History | Reduced | 3,505 | 1,658 | 0.27% | 0.28% | 1105 | -125 | -3.44% | Q4 2025 | Feb 17, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Reduced | 3,502 | 1,657 | 0.03% | 0.03% | 1106 | -48 | -1.35% | Q4 2025 | Jan 16, 2026 |
| Eldridge Investment Advisors, Inc. | History | Reduced | 3,484 | 1,649 | 0.36% | 0.38% | 1107 | -85 | -2.38% | Q4 2025 | Feb 11, 2026 |
| Cambridge Financial Group, LLC | History | Reduced | 4,103 | 1,648 | 0.57% | 0.68% | 1108 | -413 | -9.15% | Q4 2025 | Jan 09, 2026 |
| PURSUE WEALTH PARTNERS LLC | History | Added to | 3,478 | 1,646 | 0.8% | 0.89% | 1109 | +1 | 0.03% | Q4 2025 | Jan 26, 2026 |
| Riverpoint Wealth Management Holdings, LLC | History | Added to | 3,472 | 1,643 | 0.35% | 0.35% | 1110 | +41 | 1.19% | Q4 2025 | Feb 10, 2026 |
| Advisory Resource Group | History | Reduced | 3,468 | 1,641 | 0.29% | 0.32% | 1111 | -376 | -9.78% | Q4 2025 | Feb 12, 2026 |
| REGIMEN WEALTH, LLC | History | No change | 3,466 | 1,640 | 0.48% | 0.48% | 1112 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Walkner Condon Financial Advisors LLC | History | Added to | 3,465 | 1,639 | 0.23% | 0.25% | 1113 | +43 | 1.26% | Q4 2025 | Jan 21, 2026 |
| Snider Financial Group | History | Reduced | 3,462 | 1,638 | 0.44% | 0.85% | 1114 | -3,159 | -47.71% | Q4 2025 | Jan 21, 2026 |
| Amplius Wealth Advisors, LLC | History | Reduced | 3,460 | 1,637 | 0.14% | 0.15% | 1115 | -258 | -6.94% | Q4 2025 | Jan 12, 2026 |
| American Trust | History | Reduced | 3,441 | 1,628 | 0.14% | 0.44% | 1117 | -7,732 | -69.2% | Q4 2025 | Feb 17, 2026 |
| Trivium Point Advisory, LLC | History | Reduced | 3,440 | 1,628 | 0.16% | 0.16% | 1116 | -8 | -0.23% | Q4 2025 | Jan 26, 2026 |
| PFG Advisors | History | Reduced | 3,433 | 1,624 | 0.08% | 0.1% | 1118 | -1,661 | -32.61% | Q4 2025 | Jan 27, 2026 |
| Brio Consultants, LLC | History | Reduced | 3,429 | 1,622 | 0.21% | 0.24% | 1119 | -303 | -8.12% | Q4 2025 | Feb 04, 2026 |
| GREATMARK INVESTMENT PARTNERS, INC. | History | Added to | 3,417 | 1,617 | 0.19% | 0.17% | 1120 | +429 | 14.36% | Q4 2025 | Jan 27, 2026 |
| TFR Capital, LLC. | History | Added to | 3,410 | 1,613 | 0.53% | 0.45% | 1121 | +515 | 17.79% | Q4 2025 | Jan 27, 2026 |
| Benchmark Financial Wealth Advisors, LLC | History | Reduced | 3,403 | 1,610 | 0.46% | 0.52% | 1122 | -279 | -7.58% | Q4 2025 | Jan 27, 2026 |
| Capital Investment Counsel, LLC | History | Added to | 3,393 | 1,605 | 0.22% | 0.19% | 1123 | +572 | 20.28% | Q4 2025 | Feb 02, 2026 |
| Falcon Wealth Planning | History | Reduced | 3,388 | 1,603 | 0.14% | 0.14% | 1124 | -50 | -1.45% | Q4 2025 | Feb 03, 2026 |
| Sharp Wealth Advisory, LLC | History | No change | 3,379 | 1,599 | 0.8% | 0.86% | 1125 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| BALLAST ADVISORS LLC | History | Reduced | 3,378 | 1,598 | 0.44% | 0.44% | 1126 | -40 | -1.17% | Q4 2025 | Feb 03, 2026 |
| Rockwood Wealth Management, LLC | History | Reduced | 3,375 | 1,597 | 0.12% | 0.14% | 1127 | -235 | -6.51% | Q4 2025 | Jan 29, 2026 |
| Aspen Wealth Management LLC | History | Reduced | 3,359 | 1,589 | 0.33% | 0.35% | 1128 | -8 | -0.24% | Q4 2025 | Jan 05, 2026 |
| Stratos Investment Management, LLC | History | Added to | 3,354 | 1,587 | 0.06% | 0.06% | 1129 | +11 | 0.33% | Q4 2025 | Jan 20, 2026 |
| CBIZ Investment Advisory Services, LLC | History | Added to | 3,353 | 1,586 | 0.06% | 0.04% | 1131 | +1,191 | 55.09% | Q4 2025 | Feb 09, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 3,352 | 1,586 | 0.09% | 0.1% | 1130 | +222 | 7.09% | Q4 2025 | Feb 10, 2026 |
| UNITED BANK | History | No change | 3,349 | 1,585 | 0.21% | 0.19% | 1132 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Parisi Gray Wealth Management | History | Reduced | 3,340 | 1,580 | 0.36% | 0.41% | 1133 | -18 | -0.54% | Q4 2025 | Jan 07, 2026 |
| BAYBAN | History | New | 3,330 | 1,576 | 1.39% | — | 1134 | +3,330 | New | Q4 2025 | Mar 05, 2026 |
| Kovack Advisors, Inc. | History | Added to | 3,328 | 1,575 | 0.07% | 0.06% | 1135 | +1,907 | 134.2% | Q4 2025 | Feb 17, 2026 |
| Berbice Capital Management LLC | History | No change | 3,329 | 1,575 | 0.95% | 0.96% | 1136 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| GOLDEN ROAD ADVISORS LLC | History | Reduced | 3,323 | 1,572 | 0.89% | 0.93% | 1137 | -110 | -3.2% | Q4 2025 | Feb 02, 2026 |
| LYELL WEALTH MANAGEMENT, LP | History | No change | 3,320 | 1,571 | 0.11% | 0.12% | 1138 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Partners in Financial Planning | History | Reduced | 3,312 | 1,567 | 0.27% | 0.31% | 1140 | -529 | -13.77% | Q4 2025 | Feb 02, 2026 |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | History | Reduced | 3,313 | 1,567 | 0.55% | 0.56% | 1139 | -47 | -1.4% | Q4 2025 | Jan 21, 2026 |
| DAVIDSON TRUST CO | History | Reduced | 3,309 | 1,566 | 0.65% | 0.65% | 1141 | -47 | -1.4% | Q4 2025 | Jan 27, 2026 |
| SCHNIEDERS CAPITAL MANAGEMENT, LLC. | History | No change | 3,304 | 1,563 | 0.24% | 0.28% | 1142 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | No change | 3,301 | 1,562 | 0.03% | 0.03% | 1143 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Forefront Wealth Partners, LLC | History | Reduced | 3,282 | 1,553 | 0.74% | 0.39% | 1144 | -7 | -0.21% | Q4 2025 | Feb 06, 2026 |
| APPLETON PARTNERS INC/MA | History | Added to | 3,278 | 1,552 | 0.1% | 0.1% | 1145 | +5 | 0.15% | Q4 2025 | Jan 09, 2026 |
| GREENWOOD GEARHART INC | History | Reduced | 3,271 | 1,548 | 0.09% | 0.1% | 1146 | -282 | -7.94% | Q4 2025 | Feb 04, 2026 |
| Pacific Capital Wealth Advisors, Inc. | History | Reduced | 3,271 | 1,548 | 0.27% | 0.27% | 1147 | -71 | -2.12% | Q4 2025 | Jan 26, 2026 |
| WEALTHEDGE INVESTMENT ADVISORS, LLC | History | Reduced | 3,254 | 1,540 | 0.57% | 0.62% | 1148 | -218 | -6.28% | Q4 2025 | Feb 17, 2026 |
| SageView Advisory Group, LLC | History | Reduced | 3,250 | 1,538 | 0.05% | 0.06% | 1149 | -160 | -4.69% | Q4 2025 | Feb 17, 2026 |
| Private Wealth Asset Management, LLC | History | Reduced | 3,225 | 1,526 | 0.17% | 0.21% | 1150 | -498 | -13.38% | Q4 2025 | Feb 10, 2026 |
| Rothschild Wealth LLC | History | Added to | 3,216 | 1,522 | 0.15% | 0.08% | 1151 | +2,471 | 331.68% | Q4 2025 | Feb 17, 2026 |
| HFG Advisors, Inc. | History | Added to | 3,216 | 1,522 | 1.1% | 1.04% | 1152 | +215 | 7.16% | Q4 2025 | Feb 13, 2026 |
| Columbia Bank | History | Added to | 3,216 | 1,522 | 0.42% | 0.4% | 1153 | +125 | 4.04% | Q4 2025 | Feb 13, 2026 |
| Keystone Wealth Services, LLC | History | Added to | 3,214 | 1,521 | 0.32% | 0.33% | 1155 | +7 | 0.22% | Q4 2025 | Jan 26, 2026 |
| Portland Global Advisors LLC | History | No change | 3,215 | 1,521 | 0.16% | 0.17% | 1154 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Westmount Partners, LLC | History | Added to | 3,201 | 1,514 | 0.38% | 0.38% | 1156 | +77 | 2.46% | Q4 2025 | Jan 15, 2026 |
| Ellevest, Inc. | History | No change | 3,179 | 1,504 | 0.21% | 0.21% | 1157 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Diversified Enterprises, LLC | History | Added to | 3,170 | 1,500 | 0.09% | 0.1% | 1158 | +4 | 0.13% | Q4 2025 | Jan 28, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | History | Added to | 3,158 | 1,494 | 0.06% | 0.06% | 1159 | +42 | 1.35% | Q4 2025 | Feb 13, 2026 |
| Latitude Advisors, LLC | History | Reduced | 3,156 | 1,493 | 0.66% | 0.97% | 1160 | -1,396 | -30.67% | Q4 2025 | Jan 27, 2026 |
| HHM Wealth Advisors, LLC | History | Added to | 3,153 | 1,492 | 0.18% | 0.17% | 1161 | +48 | 1.55% | Q4 2025 | Jan 22, 2026 |
| MASECO LLP | History | New | 3,153 | 1,491 | 0.06% | — | 1164 | +3,153 | New | Q4 2025 | Jan 22, 2026 |
| Riverview Capital Advisers, LLC | History | Added to | 3,151 | 1,491 | 0.45% | 0.42% | 1163 | +17 | 0.54% | Q4 2025 | Feb 17, 2026 |
| J. Safra Sarasin Holding AG | History | No change | 3,127 | 1,491 | 0.02% | 0.02% | 1162 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | New | 3,150 | 1,490 | 0.25% | — | 1165 | +3,150 | New | Q4 2025 | Feb 18, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Added to | 3,136 | 1,484 | 0.0% | 0.0% | 1166 | +200 | 6.81% | Q4 2025 | Feb 17, 2026 |
| Kera Capital Partners, Inc. | History | No change | 3,187 | 1,484 | 0.18% | 0.22% | 1167 | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| VERUS WEALTH MANAGEMENT, LLC | History | No change | 3,122 | 1,477 | 1.38% | 1.36% | 1168 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Facet Wealth, Inc. | History | Added to | 3,115 | 1,474 | 0.03% | 0.02% | 1169 | +1,041 | 50.19% | Q4 2025 | Jan 29, 2026 |
| BOYUM WEALTH ARCHITECTS LLC | History | Reduced | 3,148 | 1,474 | 0.69% | 0.92% | 1170 | -49 | -1.53% | Q4 2025 | Jan 26, 2026 |
| Proactive Wealth Strategies LLC | History | Reduced | 3,113 | 1,473 | 0.58% | 0.64% | 1172 | -52 | -1.64% | Q4 2025 | Feb 05, 2026 |
| Coastal Bridge Advisors, LLC | History | Reduced | 3,113 | 1,473 | 0.11% | 0.11% | 1171 | -8 | -0.26% | Q4 2025 | Feb 18, 2026 |
| GW HENSSLER & ASSOCIATES LTD | History | Reduced | 3,111 | 1,472 | 0.07% | 0.07% | 1173 | -2 | -0.06% | Q4 2025 | Feb 10, 2026 |
| M. Kulyk & Associates, LLC | History | Reduced | 3,110 | 1,471 | 0.28% | 0.3% | 1174 | -5 | -0.16% | Q4 2025 | Jan 08, 2026 |
| CHAPIN DAVIS, INC. | History | Reduced | 3,083 | 1,459 | 0.34% | 0.37% | 1175 | -150 | -4.64% | Q4 2025 | Jan 30, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Added to | 3,082 | 1,458 | 0.17% | 0.17% | 1176 | +2 | 0.06% | Q4 2025 | Feb 13, 2026 |
| Farmers National Bank | History | New | 3,079 | 1,457 | 0.33% | — | 1177 | +3,079 | New | Q4 2025 | Mar 12, 2026 |
| Arista Wealth Management, LLC | History | No change | 3,076 | 1,455 | 0.18% | 0.18% | 1178 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| BAILARD, INC. | History | Reduced | 3,071 | 1,453 | 0.03% | 0.03% | 1179 | -228 | -6.91% | Q4 2025 | Feb 04, 2026 |
| Csenge Advisory Group | History | Added to | 3,069 | 1,452 | 0.07% | 0.05% | 1180 | +686 | 28.79% | Q4 2025 | Feb 06, 2026 |
| Carnegie Investment Counsel | History | Reduced | 3,067 | 1,451 | 0.03% | 0.04% | 1181 | -1,484 | -32.61% | Q4 2025 | Jan 23, 2026 |
| LS Investment Advisors, LLC | History | Added to | 3,051 | 1,444 | 0.2% | 0.2% | 1182 | +35 | 1.16% | Q4 2025 | Jan 26, 2026 |
| Ballew Advisors, Inc | History | Reduced | 3,028 | 1,440 | 0.81% | 0.79% | 1184 | -5 | -0.16% | Q4 2025 | Jan 14, 2026 |
| Tortoise Investment Management, LLC | History | No change | 3,043 | 1,440 | 0.13% | 0.13% | 1183 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| SmartHarvest Portfolios, LLC | History | New | 3,042 | 1,439 | 0.5% | — | 1185 | +3,042 | New | Q4 2025 | Feb 12, 2026 |
| Code Waechter LLC | History | No change | 3,040 | 1,438 | 0.92% | 0.92% | 1186 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Ruggiero Investments, Inc. | History | New | 3,033 | 1,435 | 1.3% | — | 1187 | +3,033 | New | Q4 2025 | Feb 12, 2026 |
| Heritage Wealth Advisors | History | New | 3,027 | 1,432 | 0.05% | — | 1188 | +3,027 | New | Q4 2025 | Feb 13, 2026 |
| Chicago Capital, LLC | History | Added to | 3,028 | 1,432 | 0.04% | 0.03% | 1189 | +27 | 0.9% | Q4 2025 | Jan 26, 2026 |
| Silicon Valley Capital Partners | History | Reduced | 3,016 | 1,427 | 0.13% | 0.13% | 1190 | -16 | -0.53% | Q4 2025 | Feb 13, 2026 |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | History | New | 3,014 | 1,426 | 0.12% | — | 1191 | +3,014 | New | Q4 2025 | Feb 11, 2026 |
| Financial Partners Group, Inc | History | Reduced | 3,061 | 1,426 | 0.16% | 0.18% | 1192 | -3 | -0.1% | Q4 2025 | Feb 03, 2026 |
| Sincerus Advisory, LLC | History | Added to | 3,012 | 1,425 | 1.15% | 1.04% | 1194 | +427 | 16.52% | Q4 2025 | Jan 08, 2026 |
| Retirement Planning Group, LLC | History | Added to | 3,011 | 1,425 | 0.05% | 0.05% | 1193 | +61 | 2.07% | Q4 2025 | Feb 03, 2026 |
| OAK HARBOR WEALTH PARTNERS, LLC | History | Reduced | 3,005 | 1,422 | 0.34% | 0.35% | 1195 | -13 | -0.43% | Q4 2025 | Feb 02, 2026 |
| MATTERN CAPITAL MANAGEMENT, LLC | History | Reduced | 3,003 | 1,421 | 0.17% | 0.17% | 1196 | -157 | -4.97% | Q4 2025 | Jan 29, 2026 |
| ASL Financial, LLC | History | New | 2,985 | 1,412 | 1.11% | — | 1197 | +2,985 | New | Q4 2025 | Jan 20, 2026 |
| Manhattan West Asset Management, LLC | History | Reduced | 2,982 | 1,411 | 0.29% | 0.3% | 1198 | -16 | -0.53% | Q4 2025 | Feb 02, 2026 |
| Fairvoy Private Wealth, LLC | History | No change | 2,979 | 1,409 | 0.32% | 0.32% | 1199 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | No change | 2,975 | 1,408 | 0.34% | 0.36% | 1200 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Atala Financial Inc | History | No change | 2,975 | 1,408 | 0.9% | 0.87% | 1201 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| WestHill Financial Advisors, Inc. | History | Reduced | 2,972 | 1,406 | 0.27% | 0.28% | 1202 | -28 | -0.93% | Q4 2025 | Jan 21, 2026 |
| Wealthstar Advisors, LLC | History | Reduced | 2,967 | 1,404 | 0.62% | 0.56% | 1203 | -49 | -1.62% | Q4 2025 | Jan 30, 2026 |
| Realta Investment Advisors | History | Added to | 2,957 | 1,399 | 0.46% | 0.44% | 1204 | +134 | 4.75% | Q4 2025 | Jan 20, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 2,950 | 1,396 | 0.07% | 0.08% | 1205 | +142 | 5.06% | Q4 2025 | Jan 26, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 2,941 | 1,392 | 0.05% | 0.04% | 1206 | +1,041 | 54.79% | Q4 2025 | Feb 09, 2026 |
| Daybright Advisory Services, Inc. | History | New | 2,933 | 1,388 | 0.37% | — | 1207 | +2,933 | New | Q4 2025 | Feb 12, 2026 |
| Kesler, Norman & Wride, LLC | History | New | 2,932 | 1,387 | 0.24% | — | 1209 | +2,932 | New | Q4 2025 | Feb 10, 2026 |
| ATALANTA SOSNOFF CAPITAL, LLC | History | Reduced | 2,932 | 1,387 | 0.03% | 0.03% | 1208 | -843 | -22.33% | Q4 2025 | Feb 13, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | No change | 2,930 | 1,386 | 0.05% | 0.05% | 1210 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Heartwood Wealth Advisors LLC | History | No change | 2,916 | 1,380 | 0.13% | 0.13% | 1211 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Geneva Partners, LLC | History | Added to | 2,901 | 1,372 | 0.49% | 0.5% | 1212 | +7 | 0.24% | Q4 2025 | Feb 03, 2026 |
| Linden Thomas Advisory Services, LLC | History | New | 2,895 | 1,370 | 0.14% | — | 1213 | +2,895 | New | Q4 2025 | Jan 16, 2026 |
| Stanich Group LLC | History | Reduced | 2,891 | 1,368 | 1.03% | 0.86% | 1214 | -101 | -3.38% | Q4 2025 | Jan 23, 2026 |
| Rollins Financial Advisors, LLC | History | Added to | 2,890 | 1,367 | 0.2% | 0.2% | 1216 | +60 | 2.12% | Q4 2025 | Feb 04, 2026 |
| Destination Wealth Management | History | No change | 2,889 | 1,367 | 0.04% | 0.04% | 1215 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Opal Wealth Advisors, LLC | History | Added to | 2,882 | 1,364 | 0.36% | 0.07% | 1217 | +2,375 | 468.44% | Q4 2025 | Jan 26, 2026 |
| Coastline Trust Co | History | Reduced | 2,871 | 1,358 | 0.13% | 0.15% | 1218 | -43 | -1.48% | Q4 2025 | Jan 05, 2026 |
| STEPH & CO | History | No change | 2,861 | 1,354 | 0.39% | 0.41% | 1219 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Orgel Wealth Management, LLC | History | Added to | 2,859 | 1,353 | 0.03% | 0.03% | 1220 | +131 | 4.8% | Q4 2025 | Jan 07, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | Reduced | 2,854 | 1,350 | 0.08% | 0.09% | 1221 | -150 | -4.99% | Q4 2025 | Jan 21, 2026 |
| Hurley Capital, LLC | History | No change | 2,853 | 1,350 | 0.76% | 0.75% | 1222 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Maxele Advisors, LLC | History | Reduced | 2,852 | 1,349 | 1.1% | 1.17% | 1223 | -40 | -1.38% | Q4 2025 | Feb 05, 2026 |
| Aureum Wealth Management, LLC | History | New | 2,849 | 1,348 | 1.25% | — | 1224 | +2,849 | New | Q4 2025 | Jan 28, 2026 |
| Black Diamond Financial, LLC | History | Added to | 2,840 | 1,344 | 0.14% | 0.05% | 1225 | +1,901 | 202.45% | Q4 2025 | Feb 03, 2026 |
| NorthCrest Asset Manangement, LLC | History | Reduced | 2,838 | 1,343 | 0.03% | 0.03% | 1226 | -29 | -1.01% | Q4 2025 | Jan 08, 2026 |
| Pine Valley Investments Ltd Liability Co | History | Added to | 2,838 | 1,342 | 0.06% | 0.06% | 1227 | +35 | 1.25% | Q4 2025 | Feb 13, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 2,834 | 1,341 | 0.03% | 0.03% | 1228 | -15 | -0.53% | Q4 2025 | Jan 07, 2026 |
| Alteri Wealth LLC | History | Added to | 2,832 | 1,340 | 0.43% | 0.45% | 1229 | +64 | 2.31% | Q4 2025 | Feb 11, 2026 |
| High Falls Advisors, Inc | History | Reduced | 2,828 | 1,338 | 0.27% | 0.27% | 1230 | -2 | -0.07% | Q4 2025 | Feb 18, 2026 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | History | Reduced | 2,824 | 1,336 | 0.67% | 0.78% | 1231 | -497 | -14.97% | Q4 2025 | Jan 30, 2026 |
| Rockbridge Investment Management, LCC | History | No change | 2,819 | 1,334 | 0.12% | 0.13% | 1232 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| TAGStone Capital, Inc. | History | Added to | 2,818 | 1,333 | 0.5% | 0.52% | 1233 | +3 | 0.11% | Q4 2025 | Feb 10, 2026 |
| BAKER BOYER NATIONAL BANK | History | No change | 2,810 | 1,329 | 0.4% | 0.44% | 1234 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Bulltick Wealth Management, LLC | History | Reduced | 2,806 | 1,328 | 0.28% | 1.51% | 1235 | -10,857 | -79.46% | Q4 2025 | Feb 17, 2026 |
| Wedmont Private Capital | History | Added to | 2,776 | 1,324 | 0.05% | 0.05% | 1236 | +158 | 6.04% | Q4 2025 | Jan 08, 2026 |
| BCI SECURITIES, INC. | History | New | 2,797 | 1,323 | 11.43% | — | 1237 | +2,797 | New | Q4 2025 | Feb 17, 2026 |
| Interchange Capital Partners, LLC | History | Reduced | 2,794 | 1,322 | 0.25% | 0.26% | 1238 | -11 | -0.39% | Q4 2025 | Jan 30, 2026 |
| Capital Research Global Investors | History | Added to | 2,768 | 1,320 | 0.0% | 0.0% | 1240 | +2,155 | 351.55% | Q4 2025 | Feb 11, 2026 |
| Addison Advisors LLC | History | Reduced | 2,790 | 1,320 | 0.3% | 0.32% | 1241 | -134 | -4.58% | Q4 2025 | Feb 06, 2026 |
| ANDERSON HOAGLAND & CO | History | Reduced | 2,791 | 1,320 | 0.11% | 0.12% | 1239 | -18 | -0.64% | Q4 2025 | Jan 05, 2026 |
| Crumly & Associates Inc. | History | No change | 2,786 | 1,318 | 0.28% | 0.29% | 1242 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Nova R Wealth, Inc. | History | Added to | 2,773 | 1,312 | 0.48% | 0.55% | 1243 | +3 | 0.11% | Q4 2025 | Jan 14, 2026 |
| NWK Group, Inc. | History | Reduced | 2,766 | 1,309 | 0.45% | 0.48% | 1244 | -256 | -8.47% | Q4 2025 | Feb 09, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Reduced | 2,751 | 1,302 | 0.1% | 0.11% | 1245 | -236 | -7.9% | Q4 2025 | Jan 23, 2026 |
| Financial Plan, Inc. | History | New | 2,750 | 1,301 | 0.15% | — | 1247 | +2,750 | New | Q4 2025 | Jan 28, 2026 |
| Flagship Private Wealth, LLC | History | Added to | 2,749 | 1,301 | 0.51% | 0.52% | 1246 | +2 | 0.07% | Q4 2025 | Feb 04, 2026 |
| CoreCap Advisors, LLC | History | Added to | 2,740 | 1,296 | 0.05% | 0.04% | 1248 | +259 | 10.44% | Q4 2025 | Jan 13, 2026 |
| Sprinkle Financial Consultants LLC | History | No change | 2,737 | 1,295 | 0.66% | 0.72% | 1249 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| St. Clair Advisors, LLC | History | Added to | 2,734 | 1,294 | 0.33% | 0.32% | 1250 | +196 | 7.72% | Q4 2025 | Jan 20, 2026 |
| Berkeley Capital Partners, LLC | History | Reduced | 2,727 | 1,290 | 0.3% | 0.32% | 1251 | -153 | -5.31% | Q4 2025 | Feb 05, 2026 |
| Tull Financial Group, Inc. | History | No change | 2,723 | 1,288 | 0.55% | 0.56% | 1252 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | History | No change | 2,722 | 1,288 | 0.64% | 0.7% | 1253 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Seneca Financial Advisors LLC | History | Reduced | 2,720 | 1,287 | 0.39% | 0.48% | 1254 | -422 | -13.43% | Q4 2025 | Jan 26, 2026 |
| ZWJ INVESTMENT COUNSEL INC | History | No change | 2,713 | 1,284 | 0.05% | 0.04% | 1255 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 2,706 | 1,281 | 1.09% | 1.12% | 1256 | +33 | 1.23% | Q4 2025 | Jan 26, 2026 |
| First City Capital Management, Inc. | History | Reduced | 2,704 | 1,279 | 0.68% | 0.7% | 1257 | -75 | -2.7% | Q4 2025 | Jan 14, 2026 |
| Per Stirling Capital Management, LLC. | History | Added to | 2,704 | 1,279 | 0.14% | 0.15% | 1258 | +64 | 2.42% | Q4 2025 | Feb 17, 2026 |
| PETREDIS INVESTMENT ADVISORS LLC | History | No change | 2,703 | 1,279 | 0.1% | 0.1% | 1259 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 2,699 | 1,277 | 0.1% | 0.1% | 1260 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Goldstein Advisors, LLC | History | Reduced | 2,687 | 1,271 | 0.14% | 0.16% | 1261 | -169 | -5.92% | Q4 2025 | Feb 10, 2026 |
| Waterfront Wealth Inc. | History | No change | 2,698 | 1,270 | 0.24% | 0.26% | 1262 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| 17 CAPITAL PARTNERS, LLC | History | Reduced | 2,671 | 1,264 | 0.65% | 1.0% | 1263 | -1,240 | -31.71% | Q4 2025 | Feb 13, 2026 |
| Rice Partnership, LLC | History | Added to | 2,662 | 1,259 | 0.17% | 0.15% | 1264 | +333 | 14.3% | Q4 2025 | Feb 10, 2026 |
| KLCM Advisors, Inc. | History | New | 2,654 | 1,255 | 0.11% | — | 1265 | +2,654 | New | Q4 2025 | Feb 04, 2026 |
| Apollon Financial, LLC | History | Added to | 2,642 | 1,250 | 0.18% | 0.2% | 1266 | +53 | 2.05% | Q4 2025 | Jan 22, 2026 |
| Insight Advisors, LLC/ PA | History | Added to | 2,641 | 1,249 | 0.19% | 0.19% | 1267 | +3 | 0.11% | Q4 2025 | Feb 11, 2026 |
| Aventura Private Wealth, LLC | History | Added to | 2,637 | 1,248 | 0.45% | 0.42% | 1268 | +193 | 7.9% | Q4 2025 | Jan 07, 2026 |
| SPINNAKER TRUST | History | No change | 2,636 | 1,247 | 0.07% | 0.07% | 1269 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Bank of New Hampshire | History | New | 2,629 | 1,244 | 0.28% | — | 1271 | +2,629 | New | Q4 2025 | Mar 16, 2026 |
| Sand Hill Global Advisors, LLC | History | No change | 2,630 | 1,244 | 0.04% | 0.04% | 1270 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CFS Investment Advisory Services, LLC | History | Reduced | 2,627 | 1,243 | 0.09% | 0.13% | 1272 | -1,103 | -29.57% | Q4 2025 | Feb 10, 2026 |
| ARGUS INVESTORS' COUNSEL, INC. | History | Reduced | 2,626 | 1,242 | 0.99% | 1.03% | 1273 | -135 | -4.89% | Q4 2025 | Jan 22, 2026 |
| Naviter Wealth, LLC | History | New | 2,618 | 1,239 | 0.16% | — | 1274 | +2,618 | New | Q4 2025 | Jan 21, 2026 |
| Tannin Capital LLC | History | New | 2,618 | 1,239 | 1.11% | — | 1275 | +2,618 | New | Q4 2025 | Feb 17, 2026 |
| KAVAR CAPITAL PARTNERS GROUP, LLC | History | Added to | 2,617 | 1,238 | 0.17% | 0.15% | 1276 | +289 | 12.41% | Q4 2025 | Jan 20, 2026 |
| WCM INVESTMENT MANAGEMENT, LLC | History | New | 2,580 | 1,230 | 0.0% | — | 1277 | +2,580 | New | Q4 2025 | Feb 09, 2026 |
| Smithfield Trust Co | History | No change | 2,594 | 1,228 | 0.05% | 0.05% | 1278 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| First Bank & Trust | History | No change | 2,594 | 1,227 | 0.2% | 0.2% | 1279 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| JT Stratford LLC | History | Added to | 2,582 | 1,222 | 0.16% | 0.13% | 1280 | +474 | 22.49% | Q4 2025 | Feb 12, 2026 |
| Fortis Group Advisors, LLC | History | Added to | 2,582 | 1,222 | 0.2% | 0.21% | 1281 | +5 | 0.19% | Q4 2025 | Feb 06, 2026 |
| EVERETT HARRIS & CO /CA/ | History | No change | 2,573 | 1,217 | 0.01% | 0.01% | 1282 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| COFG Advisors, LLC | History | New | 2,571 | 1,216 | 0.3% | — | 1283 | +2,571 | New | Q4 2025 | Feb 10, 2026 |
| Nicholas Hoffman & Company, LLC. | History | Added to | 2,564 | 1,213 | 0.03% | 0.02% | 1284 | +368 | 16.76% | Q4 2025 | Feb 02, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 2,558 | 1,210 | 0.1% | 0.11% | 1285 | -218 | -7.85% | Q4 2025 | Jan 23, 2026 |
| THEORY FINANCIAL LLC | History | No change | 2,567 | 1,209 | 0.41% | 0.43% | 1286 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Foster Group, Inc. | History | Added to | 2,554 | 1,208 | 0.04% | 0.03% | 1287 | +471 | 22.61% | Q4 2025 | Jan 12, 2026 |
| One Day In July LLC | History | Added to | 2,539 | 1,201 | 0.1% | 0.09% | 1288 | +141 | 5.88% | Q4 2025 | Feb 04, 2026 |
| PRESILIUM PRIVATE WEALTH, LLC | History | Added to | 2,520 | 1,192 | 0.22% | 0.21% | 1289 | +140 | 5.88% | Q4 2025 | Jan 13, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 2,516 | 1,190 | 0.08% | 0.08% | 1291 | +259 | 11.48% | Q4 2025 | Jan 21, 2026 |
| Hamilton Point Investment Advisors, LLC | History | Added to | 2,515 | 1,190 | 0.18% | 0.17% | 1290 | +231 | 10.11% | Q4 2025 | Feb 12, 2026 |
| Pandora Wealth, Inc. | History | No change | 2,515 | 1,190 | 0.72% | 0.71% | 1292 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Symphony Financial, Ltd. Co. | History | Added to | 2,484 | 1,184 | 0.16% | 0.12% | 1293 | +388 | 18.51% | Q4 2025 | Feb 11, 2026 |
| ORLEANS CAPITAL MANAGEMENT CORP/LA | History | New | 2,500 | 1,183 | 0.73% | — | 1294 | +2,500 | New | Q4 2025 | Feb 13, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Reduced | 2,490 | 1,178 | 0.16% | 0.18% | 1295 | -76 | -2.96% | Q4 2025 | Feb 17, 2026 |
| Prosperity Wealth Management, Inc. | History | New | 2,485 | 1,176 | 0.39% | — | 1297 | +2,485 | New | Q4 2025 | Mar 27, 2026 |
| MA Private Wealth | History | No change | 2,485 | 1,176 | 0.2% | 0.2% | 1296 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Topsail Wealth Management, LLC | History | No change | 2,486 | 1,176 | 0.17% | 0.2% | 1298 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| CAPITAL CITY TRUST CO/FL | History | Reduced | 2,475 | 1,171 | 0.26% | 0.29% | 1299 | -101 | -3.92% | Q4 2025 | Feb 03, 2026 |
| BURNEY CO/ | History | Added to | 2,466 | 1,167 | 0.04% | 0.03% | 1300 | +359 | 17.04% | Q4 2025 | Jan 23, 2026 |
| PACIFIC FINANCIAL GROUP INC | History | Reduced | 2,464 | 1,166 | 0.65% | 1.1% | 1301 | -709 | -22.34% | Q4 2025 | Feb 17, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 2,448 | 1,158 | 0.12% | 0.14% | 1302 | -316 | -11.43% | Q4 2025 | Feb 13, 2026 |
| CAPITAL ADVISORS INC/OK | History | No change | 2,441 | 1,155 | 0.02% | 0.02% | 1303 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Madison Asset Management, LLC | History | No change | 2,440 | 1,154 | 0.01% | 0.01% | 1304 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Presidio Capital Management, LLC | History | Added to | 2,435 | 1,152 | 0.35% | 0.4% | 1305 | +3 | 0.12% | Q4 2025 | Jan 15, 2026 |
| Operose Advisors LLC | History | Reduced | 2,424 | 1,147 | 0.27% | 0.3% | 1306 | -162 | -6.26% | Q4 2025 | Feb 10, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 2,406 | 1,138 | 0.01% | 0.02% | 1307 | -1,075 | -30.88% | Q4 2025 | Feb 02, 2026 |
| Golden State Equity Partners | History | Reduced | 2,401 | 1,136 | 0.18% | 0.23% | 1308 | -496 | -17.12% | Q4 2025 | Jan 29, 2026 |
| FIRST FINANCIAL CORP /IN/ | History | Added to | 2,399 | 1,135 | 0.43% | 0.42% | 1309 | +95 | 4.12% | Q4 2025 | Jan 13, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 2,397 | 1,134 | 0.08% | 0.11% | 1310 | -1,019 | -29.83% | Q4 2025 | Feb 20, 2026 |
| LongView Wealth Management | History | Added to | 2,366 | 1,129 | 0.27% | 0.3% | 1311 | +33 | 1.41% | Q4 2025 | Jan 13, 2026 |
| WEST PACES ADVISORS INC. | History | Added to | 2,384 | 1,128 | 0.22% | 0.21% | 1312 | +144 | 6.43% | Q4 2025 | Jan 21, 2026 |
| Ledyard National Bank | History | Reduced | 2,383 | 1,127 | 0.1% | 0.1% | 1313 | -17 | -0.71% | Q4 2025 | Jan 21, 2026 |
| Castleview Partners, LLC | History | Reduced | 2,383 | 1,127 | 0.56% | 0.61% | 1314 | -2 | -0.08% | Q4 2025 | Jan 12, 2026 |
| SMI Advisory Services, LLC | History | Reduced | 2,361 | 1,126 | 0.19% | 3.38% | 1315 | -35,605 | -93.78% | Q4 2025 | Jan 13, 2026 |
| Signal Advisors Wealth, LLC | History | Reduced | 2,380 | 1,126 | 0.09% | 0.1% | 1316 | -84 | -3.41% | Q4 2025 | Jan 13, 2026 |
| TFC Financial Management, Inc. | History | Reduced | 2,377 | 1,125 | 0.14% | 0.16% | 1318 | -231 | -8.86% | Q4 2025 | Jan 23, 2026 |
| Texas Yale Capital Corp. | History | Added to | 2,378 | 1,125 | 0.03% | 0.03% | 1317 | +140 | 6.26% | Q4 2025 | Feb 10, 2026 |
| Magnolia Private Wealth, LLC | History | No change | 2,373 | 1,123 | 0.78% | 0.81% | 1319 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Kelman-Lazarov, Inc. | History | No change | 2,367 | 1,120 | 0.16% | 0.16% | 1320 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Signature Wealth Management Partners, LLC | History | Added to | 2,365 | 1,119 | 0.55% | 0.58% | 1321 | +1 | 0.04% | Q4 2025 | Feb 02, 2026 |
| Vericrest Private Wealth | History | New | 2,364 | 1,118 | 0.99% | — | 1322 | +2,364 | New | Q4 2025 | Mar 12, 2026 |
| Navis Wealth Advisors, LLC | History | Added to | 2,358 | 1,116 | 0.47% | 0.7% | 1324 | +358 | 17.9% | Q4 2025 | Feb 13, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Reduced | 2,359 | 1,116 | 0.03% | 0.03% | 1323 | -250 | -9.58% | Q4 2025 | Feb 03, 2026 |
| Beacon Capital Management, LLC | History | Added to | 2,349 | 1,111 | 0.17% | 0.16% | 1325 | +2 | 0.09% | Q4 2025 | Feb 13, 2026 |
| Compton Wealth Advisory Group, LLC | History | No change | 2,347 | 1,110 | 0.24% | 0.25% | 1326 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Elevation Wealth Management LLC | History | New | 2,344 | 1,109 | 1.06% | — | 1327 | +2,344 | New | Q4 2025 | Feb 12, 2026 |
| United Advisor Group, LLC | History | New | 2,338 | 1,106 | 0.14% | — | 1328 | +2,338 | New | Q4 2025 | Jan 26, 2026 |
| WAYSTONE ADVISORS LLC | History | New | 2,333 | 1,104 | 0.95% | — | 1329 | +2,333 | New | Q4 2025 | Feb 09, 2026 |
| TruNorth Capital Management, LLC | History | No change | 2,327 | 1,101 | 0.21% | 0.22% | 1330 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| RESTON WEALTH MANAGEMENT LLC | History | Added to | 2,296 | 1,086 | 0.33% | 0.35% | 1331 | +1 | 0.04% | Q4 2025 | Feb 12, 2026 |
| MOSAIC FINANCIAL GROUP, LLC | History | Added to | 2,290 | 1,084 | 0.74% | 0.76% | 1332 | +2 | 0.09% | Q4 2025 | Feb 13, 2026 |
| Kathmere Capital Management, LLC | History | No change | 2,288 | 1,083 | 0.07% | 0.08% | 1333 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| ARBOR CAPITAL MANAGEMENT INC /ADV | History | Reduced | 2,254 | 1,077 | 0.9% | 0.95% | 1334 | -258 | -10.27% | Q4 2025 | Jan 28, 2026 |
| FourThought Financial Partners, LLC | History | Reduced | 2,273 | 1,076 | 0.09% | 0.09% | 1335 | -5 | -0.22% | Q4 2025 | Feb 06, 2026 |
| Strategic Financial Services, Inc. | History | Reduced | 2,346 | 1,071 | 0.05% | 0.06% | 1336 | -222 | -8.64% | Q4 2025 | Feb 09, 2026 |
| Axis Wealth Partners, LLC | History | Reduced | 2,255 | 1,067 | 0.59% | 0.64% | 1337 | -63 | -2.72% | Q4 2025 | Jan 30, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 2,253 | 1,066 | 0.12% | 0.11% | 1339 | +177 | 8.53% | Q4 2025 | Jan 23, 2026 |
| CITIZENS & NORTHERN CORP | History | Added to | 2,254 | 1,066 | 0.26% | 0.25% | 1338 | +118 | 5.52% | Q4 2025 | Jan 28, 2026 |
| SFG Wealth Management, LLC. | History | Reduced | 2,253 | 1,066 | 0.42% | 0.47% | 1340 | -79 | -3.39% | Q4 2025 | Feb 03, 2026 |
| ELEVATUS WELATH MANAGEMENT | History | Added to | 2,253 | 1,066 | 0.29% | 0.3% | 1341 | +2 | 0.09% | Q4 2025 | Jan 14, 2026 |
| Verus Financial Partners, Inc. | History | Reduced | 2,257 | 1,063 | 0.1% | 0.11% | 1342 | -105 | -4.45% | Q4 2025 | Feb 02, 2026 |
| Wealth Architects, LLC | History | No change | 2,246 | 1,063 | 0.1% | 0.1% | 1343 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Meeder Advisory Services, Inc. | History | Added to | 2,243 | 1,061 | 0.05% | 0.02% | 1344 | +1,225 | 120.33% | Q4 2025 | Feb 11, 2026 |
| Tennessee Valley Asset Management Partners | History | Reduced | 2,234 | 1,057 | 0.14% | 0.16% | 1346 | -292 | -11.56% | Q4 2025 | Feb 05, 2026 |
| Principle Wealth Partners LLC | History | No change | 2,234 | 1,057 | 0.06% | 0.06% | 1345 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Oak Wealth Advisors LLC | History | No change | 2,224 | 1,052 | 0.6% | 0.6% | 1347 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| ORRSTOWN FINANCIAL SERVICES INC | History | No change | 2,219 | 1,050 | 0.18% | 0.18% | 1348 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Lee Financial Co | History | No change | 2,219 | 1,050 | 0.14% | 0.13% | 1349 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Weaver Consulting Group | History | No change | 2,218 | 1,049 | 0.26% | 0.26% | 1350 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 2,211 | 1,046 | 0.0% | 0.0% | 1351 | +476 | 27.44% | Q4 2025 | Feb 13, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 2,205 | 1,043 | 0.06% | 0.06% | 1352 | +160 | 7.82% | Q4 2025 | Feb 10, 2026 |
| Private Wealth Advisors, LLC | History | No change | 2,202 | 1,042 | 0.33% | 0.35% | 1353 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Anson Capital, Inc. | History | No change | 2,200 | 1,041 | 0.76% | 0.77% | 1354 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| JUNCTURE WEALTH STRATEGIES, LLC | History | Added to | 2,199 | 1,040 | 0.34% | 0.23% | 1355 | +720 | 48.68% | Q4 2025 | Jan 27, 2026 |
| TRUST CO OF VERMONT | History | Added to | 2,196 | 1,039 | 0.04% | 0.04% | 1356 | +26 | 1.2% | Q4 2025 | Jan 16, 2026 |
| UNION SAVINGS BANK | History | New | 2,194 | 1,038 | 0.45% | — | 1357 | +2,194 | New | Q4 2025 | Mar 06, 2026 |
| Leonard Rickey Investment Advisors P.L.L.C. | History | Reduced | 2,192 | 1,037 | 0.19% | 0.19% | 1358 | -16 | -0.72% | Q4 2025 | Jan 14, 2026 |
| Aureus Asset Management, LLC | History | Added to | 2,190 | 1,036 | 0.07% | 0.03% | 1359 | +1,302 | 146.62% | Q4 2025 | Feb 17, 2026 |
| Prosperity Planning, Inc. | History | Reduced | 2,187 | 1,035 | 0.27% | 0.29% | 1360 | -83 | -3.66% | Q4 2025 | Jan 14, 2026 |
| YANKCOM Partnership | History | Added to | 2,184 | 1,034 | 0.44% | 0.46% | 1361 | +2 | 0.09% | Q4 2025 | Jan 20, 2026 |
| GEM Asset Management, LLC | History | No change | 2,167 | 1,033 | 0.46% | 0.48% | 1362 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Sightline Wealth Advisors, LLC | History | Reduced | 2,181 | 1,032 | 0.44% | 0.47% | 1363 | -33 | -1.49% | Q4 2025 | Jan 26, 2026 |
| MOTCO | History | Added to | 2,179 | 1,031 | 0.09% | 0.08% | 1364 | +215 | 10.95% | Q4 2025 | Feb 06, 2026 |
| Larson Financial Group LLC | History | Reduced | 2,179 | 1,031 | 0.03% | 0.04% | 1365 | -42 | -1.89% | Q4 2025 | Feb 06, 2026 |
| Stockman Wealth Management, Inc. | History | No change | 2,171 | 1,027 | 0.12% | 0.13% | 1366 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Strathmore Capital Advisors, Inc. | History | No change | 2,170 | 1,027 | 0.34% | 0.42% | 1367 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Tyche Wealth Partners LLC | History | Reduced | 2,169 | 1,026 | 0.16% | 0.18% | 1368 | -22 | -1.0% | Q4 2025 | Jan 23, 2026 |
| Mascagni Wealth Management, Inc. | History | No change | 2,159 | 1,021 | 0.76% | 0.78% | 1369 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Armstrong, Fleming & Moore, Inc | History | Reduced | 2,155 | 1,019 | 0.47% | 0.48% | 1370 | -12 | -0.55% | Q4 2025 | Jan 16, 2026 |
| MARINO, STRAM & ASSOCIATES LLC | History | Reduced | 2,151 | 1,018 | 0.18% | 0.22% | 1371 | -475 | -18.09% | Q4 2025 | Jan 16, 2026 |
| WEALTH ALLIANCE, LLC | History | Added to | 2,153 | 1,018 | 0.1% | 0.09% | 1372 | +375 | 21.09% | Q4 2025 | Feb 13, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | New | 2,150 | 1,017 | 0.22% | — | 1373 | +2,150 | New | Q4 2025 | Feb 12, 2026 |
| SpringVest Wealth Management LLC | History | Reduced | 2,150 | 1,017 | 0.71% | 0.75% | 1374 | -15 | -0.69% | Q4 2025 | Jan 23, 2026 |
| EIGHT 31 FINANCIAL, LLC | History | Reduced | 2,127 | 1,006 | 0.55% | 0.61% | 1375 | -181 | -7.84% | Q4 2025 | Feb 12, 2026 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | History | Reduced | 2,123 | 1,004 | 0.13% | 0.14% | 1376 | -185 | -8.02% | Q4 2025 | Feb 10, 2026 |
| WEALTHGARDEN F.S. LLC | History | Added to | 2,128 | 1,002 | 0.66% | 0.64% | 1377 | +218 | 11.41% | Q4 2025 | Feb 11, 2026 |
| Single Point Partners, LLC | History | Reduced | 2,116 | 1,001 | 0.2% | 0.22% | 1378 | -148 | -6.54% | Q4 2025 | Jan 26, 2026 |
| Accel Wealth Management | History | Added to | 2,114 | 1,000 | 0.27% | 0.27% | 1380 | +159 | 8.13% | Q4 2025 | Jan 20, 2026 |
| Demars Financial Group, LLC | History | Added to | 2,113 | 1,000 | 0.33% | 0.33% | 1379 | +80 | 3.94% | Q4 2025 | Jan 22, 2026 |
| Curran Financial Partners, LLC | History | Added to | 2,115 | 1,000 | 0.19% | 0.19% | 1381 | +14 | 0.67% | Q4 2025 | Jan 22, 2026 |
| Harfst & Associates, Inc. | History | Reduced | 2,109 | 998 | 0.18% | 0.18% | 1382 | -10 | -0.47% | Q4 2025 | Feb 10, 2026 |
| COUNTRY TRUST BANK | History | No change | 2,103 | 995 | 0.02% | 0.02% | 1383 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| YHB Investment Advisors, Inc. | History | Reduced | 2,102 | 994 | 0.07% | 0.07% | 1384 | -15 | -0.71% | Q4 2025 | Jan 16, 2026 |
| SHP Wealth Management | History | New | 2,100 | 993 | 0.08% | — | 1385 | +2,100 | New | Q4 2025 | Mar 04, 2026 |
| ATWOOD & PALMER INC | History | Reduced | 2,092 | 990 | 0.06% | 0.06% | 1386 | -83 | -3.82% | Q4 2025 | Jan 28, 2026 |
| KilterHowling LLC | History | Added to | 2,091 | 989 | 0.5% | 0.54% | 1387 | +2 | 0.1% | Q4 2025 | Feb 13, 2026 |
| Advisory Alpha, LLC | History | Added to | 2,087 | 988 | 0.03% | 0.03% | 1388 | +49 | 2.4% | Q4 2025 | Feb 06, 2026 |
| Fortitude Financial, LLC | History | Added to | 2,084 | 986 | 0.84% | 0.8% | 1389 | +11 | 0.53% | Q4 2025 | Jan 27, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Added to | 2,083 | 985 | 0.12% | 0.13% | 1390 | +33 | 1.61% | Q4 2025 | Jan 15, 2026 |
| EdgeRock Capital LLC | History | Added to | 2,081 | 984 | 0.26% | 0.26% | 1391 | +112 | 5.69% | Q4 2025 | Jan 14, 2026 |
| MUIRFIELD WEALTH ADVISORS LLC | History | Reduced | 2,078 | 983 | 0.72% | 0.8% | 1393 | -230 | -9.97% | Q4 2025 | Feb 06, 2026 |
| JAMISON PRIVATE WEALTH MANAGEMENT, INC. | History | Added to | 2,078 | 983 | 0.12% | 0.12% | 1392 | +23 | 1.12% | Q4 2025 | Jan 15, 2026 |
| BANK OF HAWAII | History | No change | 2,076 | 982 | 0.05% | 0.05% | 1394 | 0 | 0.0% | Q4 2025 | Mar 03, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Reduced | 2,058 | 974 | 0.05% | 0.06% | 1395 | -124 | -5.68% | Q4 2025 | Feb 04, 2026 |
| Washington Trust Advisors, Inc. | History | Reduced | 2,055 | 972 | 0.07% | 0.12% | 1396 | -1,252 | -37.86% | Q4 2025 | Feb 03, 2026 |
| MSH Capital Advisors LLC | History | Added to | 2,050 | 970 | 0.21% | 0.15% | 1397 | +832 | 68.31% | Q4 2025 | Feb 09, 2026 |
| Kaydan Wealth Management, Inc. | History | Reduced | 2,047 | 968 | 0.28% | 0.27% | 1399 | -1 | -0.05% | Q4 2025 | Jan 12, 2026 |
| Vivaldi Capital Management LP | History | No change | 2,046 | 968 | 0.13% | 0.14% | 1398 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Integrity Wealth Solutions LLC | History | Reduced | 2,041 | 965 | 0.38% | 0.47% | 1401 | -207 | -9.21% | Q4 2025 | Feb 02, 2026 |
| CALTON & ASSOCIATES, INC. | History | Added to | 2,039 | 965 | 0.14% | 0.14% | 1400 | +42 | 2.1% | Q4 2025 | Feb 10, 2026 |
| Hubbell Strickland Wealth Management, LLC | History | Added to | 2,038 | 964 | 0.39% | 0.39% | 1403 | +1 | 0.05% | Q4 2025 | Jan 20, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | No change | 2,038 | 964 | 0.06% | 0.06% | 1402 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| S.E.E.D. Planning Group LLC | History | No change | 2,036 | 963 | 0.27% | 0.28% | 1404 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| PPS&V ASSET MANAGEMENT CONSULTANTS, INC. | History | No change | 2,036 | 963 | 0.56% | 0.55% | 1405 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| LRI Investments, LLC | History | Added to | 2,024 | 957 | 0.08% | 0.05% | 1407 | +791 | 64.15% | Q4 2025 | Feb 04, 2026 |
| HERITAGE INVESTORS MANAGEMENT CORP | History | Added to | 2,023 | 957 | 0.03% | 0.03% | 1406 | +79 | 4.06% | Q4 2025 | Feb 06, 2026 |
| William Howard & Co Financial Advisors Inc | History | Added to | 2,022 | 957 | 0.81% | 0.81% | 1408 | +2 | 0.1% | Q4 2025 | Jan 21, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 2,017 | 956 | 0.31% | 0.31% | 1409 | +160 | 8.62% | Q4 2025 | Feb 10, 2026 |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | History | Reduced | 2,016 | 954 | 0.06% | 0.07% | 1410 | -28 | -1.37% | Q4 2025 | Feb 05, 2026 |
| JTC Employer Solutions Trustee Ltd | History | No change | 2,016 | 954 | 0.06% | 0.08% | 1411 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| TRUE Private Wealth Advisors | History | No change | 2,015 | 953 | 0.1% | 0.1% | 1412 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| PENNINGTON PARTNERS & CO., LLC | History | No change | 2,013 | 952 | 0.38% | 0.45% | 1413 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | Added to | 2,007 | 949 | 0.2% | 0.23% | 1414 | +115 | 6.08% | Q4 2025 | Feb 13, 2026 |
| Sovereign Financial Group, Inc. | History | No change | 2,001 | 947 | 0.16% | 0.18% | 1415 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| ROSENBLUM SILVERMAN SUTTON S F INC /CA | History | Reduced | 1,999 | 946 | 0.22% | 0.21% | 1416 | -3 | -0.15% | Q4 2025 | Feb 13, 2026 |
| SAGE RHINO CAPITAL LLC | History | No change | 2,000 | 946 | 0.18% | 0.18% | 1417 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| TORRAY INVESTMENT PARTNERS LLC | History | Added to | 1,993 | 943 | 0.14% | 0.07% | 1418 | +855 | 75.13% | Q4 2025 | Jan 28, 2026 |
| North Star Investment Management Corp. | History | No change | 1,992 | 942 | 0.06% | 0.06% | 1419 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| PUREfi Wealth, LLC | History | Reduced | 1,990 | 941 | 0.72% | 0.73% | 1420 | -37 | -1.83% | Q4 2025 | Jan 12, 2026 |
| Planning Project LLC | History | New | 1,986 | 940 | 0.24% | — | 1421 | +1,986 | New | Q4 2025 | Feb 12, 2026 |
| JB Capital LLC | History | Added to | 1,985 | 939 | 0.04% | 0.04% | 1422 | +204 | 11.45% | Q4 2025 | Jan 20, 2026 |
| Parker Financial LLC | History | Reduced | 1,982 | 938 | 0.38% | 0.38% | 1423 | -17 | -0.85% | Q4 2025 | Feb 03, 2026 |
| Core Wealth Advisors, Inc. | History | No change | 1,980 | 937 | 0.24% | 0.24% | 1424 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Reduced | 1,976 | 935 | 0.05% | 0.06% | 1425 | -155 | -7.27% | Q4 2025 | Jan 13, 2026 |
| McIlrath & Eck, LLC | History | Reduced | 1,976 | 935 | 0.09% | 0.1% | 1426 | -13 | -0.65% | Q4 2025 | Feb 03, 2026 |
| MMBG INVESTMENT ADVISORS CO. | History | No change | 1,969 | 931 | 0.08% | 0.08% | 1427 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| EnRich Financial Partners LLC | History | No change | 1,965 | 930 | 0.25% | 0.26% | 1428 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| SAGE PRIVATE WEALTH GROUP, LLC | History | Added to | 1,959 | 927 | 0.5% | 0.48% | 1429 | +122 | 6.64% | Q4 2025 | Jan 28, 2026 |
| HOWE & RUSLING INC | History | Added to | 1,954 | 924 | 0.06% | 0.02% | 1430 | +1,257 | 180.34% | Q4 2025 | Feb 17, 2026 |
| Stegner Investment Associates Inc. | History | Reduced | 1,945 | 920 | 0.49% | 0.8% | 1431 | -1,173 | -37.62% | Q4 2025 | Jan 30, 2026 |
| Allred Capital Management, LLC | History | No change | 1,932 | 914 | 0.33% | 0.31% | 1432 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Strategies Wealth Advisors, LLC | History | No change | 1,931 | 914 | 0.09% | 0.09% | 1433 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Gibson Capital, LLC | History | No change | 1,930 | 913 | 0.17% | 0.17% | 1434 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Nabity-Jensen Investment Management Inc | History | No change | 1,931 | 913 | 0.62% | 0.63% | 1435 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Wealth Science Advisors LLC | History | New | 1,927 | 912 | 0.53% | — | 1437 | +1,927 | New | Q4 2025 | Jan 28, 2026 |
| Aufman Associates Inc | History | No change | 1,927 | 912 | 0.47% | 0.51% | 1436 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| LAM GROUP, INC. | History | No change | 1,925 | 911 | 0.52% | 0.56% | 1438 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Old Peak Finance LLC | History | New | 1,923 | 910 | 0.56% | — | 1440 | +1,923 | New | Q4 2025 | Feb 10, 2026 |
| King Wealth Management Group | History | No change | 1,922 | 910 | 0.11% | 0.11% | 1439 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Balboa Wealth Partners | History | Reduced | 1,921 | 909 | 0.15% | 0.16% | 1441 | -24 | -1.23% | Q4 2025 | Jan 16, 2026 |
| Towne Trust Company, N.A | History | Reduced | 1,915 | 906 | 0.28% | 0.33% | 1443 | -257 | -11.83% | Q4 2025 | Jan 26, 2026 |
| WEATHERLY ASSET MANAGEMENT L. P. | History | No change | 1,915 | 906 | 0.07% | 0.07% | 1442 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Sandy Cove Advisors, LLC | History | Added to | 1,913 | 905 | 0.27% | 0.28% | 1444 | +20 | 1.06% | Q4 2025 | Feb 09, 2026 |
| TRAPHAGEN INVESTMENT ADVISORS LLC | History | No change | 1,908 | 903 | 0.07% | 0.08% | 1445 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 1,895 | 896 | 0.09% | 0.09% | 1446 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| SPWM Advisors LLC | History | New | 1,892 | 895 | 0.85% | — | 1447 | +1,892 | New | Q4 2025 | Feb 17, 2026 |
| Pacific Point Advisors, LLC | History | Reduced | 1,888 | 893 | 0.48% | 0.52% | 1448 | -5 | -0.26% | Q4 2025 | Jan 21, 2026 |
| Robinson Value Management, Ltd. | History | Added to | 1,885 | 892 | 0.48% | 0.42% | 1449 | +334 | 21.53% | Q4 2025 | Jan 12, 2026 |
| Retirement Solution LLC | History | Added to | 1,876 | 887 | 0.2% | 0.2% | 1450 | +112 | 6.35% | Q4 2025 | Jan 29, 2026 |
| Hansen & Associates Financial Group, Inc. | History | Added to | 1,927 | 885 | 0.48% | 0.38% | 1451 | +54 | 2.88% | Q4 2025 | Feb 17, 2026 |
| HANOVER ADVISORS INC | History | No change | 1,869 | 884 | 0.34% | 0.34% | 1452 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Westwood Wealth Management | History | New | 1,867 | 883 | 0.66% | — | 1453 | +1,867 | New | Q4 2025 | Jan 20, 2026 |
| Lionshead Wealth Management, LLC | History | Added to | 1,867 | 883 | 0.66% | 0.69% | 1454 | +4 | 0.21% | Q4 2025 | Jan 13, 2026 |
| ORG Wealth Partners, LLC | History | Reduced | 1,862 | 881 | 0.21% | 0.22% | 1455 | -320 | -14.67% | Q4 2025 | Jan 14, 2026 |
| BROGAN FINANCIAL, INC. | History | Added to | 1,860 | 880 | 0.38% | 0.37% | 1456 | +2 | 0.11% | Q4 2025 | Feb 12, 2026 |
| ST GERMAIN D J CO INC | History | Reduced | 1,857 | 878 | 0.03% | 0.04% | 1457 | -26 | -1.38% | Q4 2025 | Jan 29, 2026 |
| Higgins & Schmidt Wealth Strategies LLC | History | Reduced | 1,852 | 876 | 0.41% | 0.44% | 1458 | -11 | -0.59% | Q4 2025 | Jan 29, 2026 |
| Payne Capital LLC | History | Added to | 1,851 | 876 | 0.89% | 0.88% | 1459 | +1 | 0.05% | Q4 2025 | Jan 20, 2026 |
| Harbor Group, Inc. | History | Added to | 1,846 | 873 | 0.13% | 0.11% | 1460 | +408 | 28.37% | Q4 2025 | Jan 12, 2026 |
| Oxler Private Wealth LLC | History | Added to | 1,845 | 873 | 0.25% | 0.25% | 1461 | +1 | 0.05% | Q4 2025 | Jan 23, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | No change | 1,843 | 872 | 0.02% | 0.02% | 1462 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Urban Wealth Management, LLC | History | New | 1,841 | 871 | 0.81% | — | 1463 | +1,841 | New | Q4 2025 | Jan 30, 2026 |
| Maridea Wealth Management LLC | History | Added to | 1,838 | 869 | 0.13% | 0.1% | 1465 | +454 | 32.8% | Q4 2025 | Jan 08, 2026 |
| Blue Chip Partners, LLC | History | Reduced | 1,838 | 869 | 0.06% | 0.06% | 1464 | -12 | -0.65% | Q4 2025 | Feb 18, 2026 |
| Sunpointe, LLC | History | Added to | 1,835 | 868 | 0.29% | 0.31% | 1466 | +18 | 0.99% | Q4 2025 | Jan 23, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | New | 1,833 | 867 | 0.1% | — | 1468 | +1,833 | New | Q4 2025 | Feb 17, 2026 |
| Liberty Capital Management, Inc. | History | Added to | 1,833 | 867 | 0.16% | 0.1% | 1467 | +753 | 69.72% | Q4 2025 | Jan 26, 2026 |
| Greenhouse Wealth Management, LLC | History | Added to | 1,834 | 867 | 0.51% | 0.52% | 1469 | +1 | 0.05% | Q4 2025 | Jan 21, 2026 |
| Telos Capital Management, Inc. | History | Reduced | 1,830 | 866 | 0.08% | 0.08% | 1470 | -40 | -2.14% | Q4 2025 | Jan 22, 2026 |
| Gray Private Wealth, LLC | History | No change | 1,830 | 866 | 0.42% | 0.43% | 1471 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| ACIMA PRIVATE WEALTH, LLC | History | No change | 1,829 | 865 | 0.27% | 0.27% | 1472 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Root Financial Partners, LLC | History | Added to | 1,827 | 864 | 0.04% | 0.04% | 1474 | +541 | 42.07% | Q4 2025 | Feb 10, 2026 |
| Bragg Financial Advisors, Inc | History | Reduced | 1,827 | 864 | 0.03% | 0.03% | 1473 | -65 | -3.44% | Q4 2025 | Feb 13, 2026 |
| Cassia Capital Partners, LLC | History | Reduced | 1,820 | 861 | 0.47% | 0.48% | 1475 | -48 | -2.57% | Q4 2025 | Jan 16, 2026 |
| Capital International Investors | History | New | 1,804 | 860 | 0.0% | — | 1477 | +1,804 | New | Q4 2025 | Feb 11, 2026 |
| Alpha Cubed Investments, LLC | History | Added to | 1,818 | 860 | 0.03% | 0.03% | 1478 | +71 | 4.06% | Q4 2025 | Feb 03, 2026 |
| BENEDICT FINANCIAL ADVISORS INC | History | No change | 1,818 | 860 | 0.18% | 0.18% | 1476 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Grantvest Financial Group LLC | History | Added to | 1,814 | 858 | 0.55% | 0.4% | 1479 | +583 | 47.36% | Q4 2025 | Feb 02, 2026 |
| Calamos Advisors LLC | History | New | 1,811 | 857 | 0.0% | — | 1480 | +1,811 | New | Q4 2025 | Jan 29, 2026 |
| Stonehearth Capital Management, LLC | History | No change | 1,812 | 857 | 0.32% | 0.33% | 1481 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| LITTLE HOUSE CAPITAL LLC | History | Reduced | 1,806 | 854 | 0.21% | 0.2% | 1482 | -88 | -4.65% | Q4 2025 | Feb 06, 2026 |
| Taylor & Morgan Wealth Management, LLC | History | No change | 1,804 | 853 | 0.48% | 0.52% | 1483 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| WARNER FINANCIAL, INC | History | Added to | 1,794 | 849 | 0.29% | 0.31% | 1484 | +1 | 0.06% | Q4 2025 | Jan 21, 2026 |
| Ring Mountain Capital, LLC | History | Reduced | 1,802 | 848 | 0.43% | 0.51% | 1485 | -153 | -7.83% | Q4 2025 | Jan 27, 2026 |
| Chevy Chase Trust Holdings, LLC | History | Reduced | 1,790 | 847 | 0.0% | 0.0% | 1486 | -131 | -6.82% | Q4 2025 | Feb 13, 2026 |
| CYPRESS FINANCIAL PLANNING LLC | History | No change | 1,777 | 847 | 0.23% | 0.25% | 1487 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Added to | 1,780 | 842 | 0.18% | 0.18% | 1488 | +2 | 0.11% | Q4 2025 | Jan 16, 2026 |
| Persium Advisors, LLC | History | Reduced | 1,774 | 839 | 0.61% | 0.64% | 1489 | -72 | -3.9% | Q4 2025 | Jan 21, 2026 |
| Cardinal Point Capital Management ULC | History | Reduced | 1,772 | 838 | 0.05% | 0.06% | 1490 | -30 | -1.66% | Q4 2025 | Feb 05, 2026 |
| Legacy Financial Advisors, Inc. | History | New | 1,770 | 837 | 0.12% | — | 1491 | +1,770 | New | Q4 2025 | Feb 04, 2026 |
| Mason Investment Advisory Services, Inc. | History | No change | 1,766 | 835 | 0.04% | 0.04% | 1492 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Argos Wealth Advisors, LLC | History | New | 1,761 | 833 | 0.22% | — | 1493 | +1,761 | New | Q4 2025 | Feb 04, 2026 |
| Alpine Bank Wealth Management | History | Reduced | 1,755 | 830 | 0.12% | 0.12% | 1494 | -81 | -4.41% | Q4 2025 | Jan 15, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Reduced | 1,752 | 829 | 0.08% | 0.09% | 1495 | -190 | -9.78% | Q4 2025 | Jan 27, 2026 |
| Dougherty Wealth Advisers LLC | History | New | 1,750 | 828 | 0.47% | — | 1496 | +1,750 | New | Q4 2025 | Jan 29, 2026 |
| FIRST AMERICAN TRUST, FSB | History | Added to | 1,747 | 827 | 0.06% | 0.06% | 1497 | +100 | 6.07% | Q4 2025 | Feb 11, 2026 |
| Providence Financial Advisors, LLC | History | Reduced | 1,744 | 825 | 0.82% | 2.05% | 1499 | -2,851 | -62.05% | Q4 2025 | Feb 10, 2026 |
| PKS Advisory Services, LLC | History | Added to | 1,744 | 825 | 0.19% | 0.17% | 1498 | +10 | 0.58% | Q4 2025 | Feb 02, 2026 |
| Mission Creek Capital Partners, Inc. | History | Added to | 1,740 | 823 | 0.17% | 0.12% | 1501 | +477 | 37.77% | Q4 2025 | Feb 12, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | Added to | 1,740 | 823 | 0.05% | 0.05% | 1500 | +55 | 3.26% | Q4 2025 | Feb 04, 2026 |
| Net Worth Advisory Group | History | Added to | 1,737 | 822 | 0.17% | 0.17% | 1502 | +455 | 35.49% | Q4 2025 | Jan 14, 2026 |
| Burton Enright Welch | History | Added to | 1,738 | 822 | 0.12% | 0.12% | 1503 | +5 | 0.29% | Q4 2025 | Feb 13, 2026 |
| Generation Capital Management LLC | History | Added to | 1,736 | 821 | 0.53% | 0.52% | 1505 | +189 | 12.22% | Q4 2025 | Feb 13, 2026 |
| Family Investment Center, Inc. | History | Reduced | 1,735 | 821 | 0.17% | 0.17% | 1504 | -2 | -0.12% | Q4 2025 | Jan 23, 2026 |
| Kingstone Capital Partners Texas, LLC | History | Added to | 1,726 | 817 | 0.48% | 0.47% | 1506 | +2 | 0.12% | Q4 2025 | Feb 03, 2026 |
| TCI Wealth Advisors, Inc. | History | Reduced | 1,726 | 816 | 0.04% | 0.07% | 1507 | -887 | -33.95% | Q4 2025 | Feb 02, 2026 |
| Headland Capital, LLC | History | Reduced | 1,719 | 813 | 0.23% | 0.25% | 1508 | -160 | -8.52% | Q4 2025 | Jan 28, 2026 |
| POWER WEALTH MANAGEMENT LLC | History | Added to | 1,715 | 811 | 0.29% | 0.28% | 1509 | +65 | 3.94% | Q4 2025 | Feb 17, 2026 |
| Bridgewater Advisors Inc. | History | Added to | 1,750 | 809 | 0.05% | 0.06% | 1510 | +42 | 2.46% | Q4 2025 | Jan 23, 2026 |
| Pine Haven Investment Counsel, Inc | History | Reduced | 1,710 | 809 | 0.58% | 0.59% | 1511 | -25 | -1.44% | Q4 2025 | Jan 08, 2026 |
| Coordinated Financial Services, Inc. | History | Added to | 1,706 | 807 | 0.46% | 0.39% | 1513 | +415 | 32.15% | Q4 2025 | Feb 09, 2026 |
| KIRTLAND HILLS CAPITAL MANAGEMENT, LLC | History | No change | 1,707 | 807 | 0.28% | 0.32% | 1512 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| New Republic Capital, LLC | History | Added to | 1,703 | 806 | 0.22% | 0.13% | 1515 | +791 | 86.73% | Q4 2025 | Feb 10, 2026 |
| Barnett & Company, Inc. | History | Reduced | 1,705 | 806 | 0.65% | 0.62% | 1514 | -15 | -0.87% | Q4 2025 | Feb 12, 2026 |
| Milestone Asset Management Group, LLC | History | No change | 1,704 | 806 | 0.46% | 0.5% | 1516 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Reynders McVeigh Capital Management, LLC | History | Reduced | 1,701 | 805 | 0.04% | 0.04% | 1517 | -50 | -2.86% | Q4 2025 | Feb 02, 2026 |
| TrustBank | History | New | 1,700 | 804 | 0.34% | — | 1520 | +1,700 | New | Q4 2025 | Feb 09, 2026 |
| Bell Bank | History | Reduced | 1,700 | 804 | 0.03% | 0.03% | 1518 | -21 | -1.22% | Q4 2025 | Jan 14, 2026 |
| Cornell Pochily Investment Advisors, Inc. | History | Added to | 1,701 | 804 | 0.23% | 0.24% | 1519 | +1 | 0.06% | Q4 2025 | Jan 20, 2026 |
| CAMDEN NATIONAL BANK | History | No change | 1,697 | 803 | 0.11% | 0.11% | 1521 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Elm Partners Management LLC | History | Reduced | 1,689 | 799 | 0.04% | 0.18% | 1522 | -6,160 | -78.48% | Q4 2025 | Feb 10, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 1,690 | 799 | 0.08% | 0.07% | 1523 | +550 | 48.25% | Q4 2025 | Jan 22, 2026 |
| Strive Financial Group ,LLC | History | New | 1,684 | 797 | 0.39% | — | 1524 | +1,684 | New | Q4 2025 | Feb 18, 2026 |
| Parkshore Wealth Management, Inc. | History | Added to | 1,683 | 796 | 0.3% | 0.32% | 1526 | +2 | 0.12% | Q4 2025 | Feb 09, 2026 |
| waypoint wealth counsel | History | No change | 1,683 | 796 | 0.29% | 0.31% | 1525 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Cambria Investment Management, L.P. | History | Added to | 1,680 | 795 | 0.05% | 0.02% | 1527 | +970 | 136.62% | Q4 2025 | Feb 17, 2026 |
| Precision Wealth Strategies, LLC | History | No change | 1,677 | 793 | 0.26% | 0.25% | 1528 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Commonwealth Retirement Investments LLC | History | No change | 1,674 | 792 | 0.25% | 0.27% | 1529 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| NWF Advisory Services Inc. | History | Reduced | 1,669 | 789 | 0.09% | 0.09% | 1530 | -56 | -3.25% | Q4 2025 | Mar 03, 2026 |
| Financial Insights, Inc. | History | No change | 1,666 | 788 | 0.26% | 0.26% | 1531 | 0 | 0.0% | Q4 2025 | Mar 31, 2026 |
| Requisite Capital Management, LLC | History | Added to | 1,664 | 787 | 0.15% | 0.12% | 1532 | +142 | 9.33% | Q4 2025 | Feb 05, 2026 |
| Cache Advisors, LLC | History | No change | 1,659 | 785 | 0.1% | 0.14% | 1533 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Baring Financial LLC | History | Reduced | 1,655 | 783 | 0.48% | 0.67% | 1535 | -452 | -21.45% | Q4 2025 | Jan 07, 2026 |
| Princeton Global Asset Management LLC | History | Added to | 1,656 | 783 | 0.13% | 0.09% | 1534 | +439 | 36.07% | Q4 2025 | Jan 20, 2026 |
| Goldstone Financial Group, LLC | History | Reduced | 1,653 | 782 | 0.09% | 0.09% | 1536 | -32 | -1.9% | Q4 2025 | Feb 13, 2026 |
| Expressive Wealth LLC | History | New | 1,650 | 780 | 0.84% | — | 1537 | +1,650 | New | Q4 2025 | Feb 09, 2026 |
| Peak Planning Group, LLC | History | New | 1,648 | 779 | 0.22% | — | 1538 | +1,648 | New | Q4 2025 | Feb 13, 2026 |
| Asset Allocation Strategies LLC | History | Reduced | 1,642 | 777 | 0.14% | 0.17% | 1539 | -157 | -8.73% | Q4 2025 | Feb 13, 2026 |
| Matthew Goff Investment Advisor, LLC | History | Reduced | 1,632 | 772 | 0.14% | 0.13% | 1540 | -30 | -1.81% | Q4 2025 | Jan 14, 2026 |
| Poehling Capital Management, INC. | History | No change | 1,632 | 772 | 0.16% | 0.16% | 1541 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| First Command Advisory Services, Inc. | History | Added to | 1,629 | 771 | 0.01% | 0.01% | 1542 | +40 | 2.52% | Q4 2025 | Feb 11, 2026 |
| Orin Green Financial, LLC | History | No change | 1,630 | 771 | 0.31% | 0.3% | 1543 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| MFA WEALTH ADVISORS, LLC | History | Added to | 1,627 | 770 | 0.16% | 0.16% | 1544 | +27 | 1.69% | Q4 2025 | Jan 14, 2026 |
| SACHEM HILL LLC | History | Reduced | 1,626 | 769 | 0.15% | 0.16% | 1545 | -43 | -2.58% | Q4 2025 | Feb 12, 2026 |
| Farmers & Merchants Trust Co of Chambersburg PA | History | No change | 1,621 | 767 | 0.21% | 0.21% | 1546 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Stanley-Laman Group, Ltd. | History | Reduced | 1,620 | 766 | 0.1% | 0.12% | 1547 | -177 | -9.85% | Q4 2025 | Jan 23, 2026 |
| Impact Capital Partners LLC | History | Added to | 1,620 | 766 | 0.23% | 0.22% | 1548 | +41 | 2.6% | Q4 2025 | Jan 07, 2026 |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS | History | New | 1,608 | 761 | 0.4% | — | 1549 | +1,608 | New | Q4 2025 | Feb 12, 2026 |
| London & Capital Asset Management Ltd | History | New | 1,604 | 758 | 0.01% | — | 1550 | +1,604 | New | Q4 2025 | Feb 17, 2026 |
| Alliance Private Wealth, LLC | History | New | 1,645 | 755 | 0.26% | — | 1551 | +1,645 | New | Q4 2025 | Feb 13, 2026 |
| Livet Wealth, LLC | History | New | 1,592 | 753 | 0.46% | — | 1552 | +1,592 | New | Q4 2025 | Feb 13, 2026 |
| NORDEN GROUP LLC | History | Reduced | 1,589 | 752 | 0.07% | 0.09% | 1556 | -387 | -19.59% | Q4 2025 | Jan 13, 2026 |
| Anchor Investment Management, LLC | History | Reduced | 1,590 | 752 | 0.06% | 0.08% | 1554 | -375 | -19.08% | Q4 2025 | Feb 26, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 1,590 | 752 | 0.05% | 0.05% | 1553 | -22 | -1.36% | Q4 2025 | Feb 06, 2026 |
| Clarity Wealth Advisors, LLC | History | No change | 1,589 | 752 | 0.15% | 0.16% | 1555 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| MACROVIEW INVESTMENT MANAGEMENT LLC | History | Added to | 1,582 | 748 | 0.51% | 0.55% | 1557 | +1 | 0.06% | Q4 2025 | Feb 05, 2026 |
| BUILDER INVESTMENT GROUP INC /ADV | History | Reduced | 1,580 | 747 | 0.16% | 0.18% | 1558 | -95 | -5.67% | Q4 2025 | Jan 28, 2026 |
| Journey Advisory Group, LLC | History | Reduced | 1,577 | 746 | 0.06% | 0.06% | 1559 | -110 | -6.52% | Q4 2025 | Jan 27, 2026 |
| Jacobsen Capital Management | History | No change | 1,574 | 745 | 0.24% | 0.25% | 1560 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Glen Eagle Advisors, LLC | History | Reduced | 1,572 | 744 | 0.1% | 0.11% | 1562 | -66 | -4.03% | Q4 2025 | Feb 13, 2026 |
| Peachtree Investment Partners, LLC | History | Added to | 1,574 | 744 | 0.25% | 0.26% | 1561 | +2 | 0.13% | Q4 2025 | Feb 11, 2026 |
| PETTYJOHN, WOOD & WHITE, INC | History | Reduced | 1,570 | 743 | 0.12% | 0.12% | 1563 | -3 | -0.19% | Q4 2025 | Feb 11, 2026 |
| Vawter Financial, Ltd. | History | Reduced | 1,564 | 740 | 0.31% | 0.36% | 1564 | -126 | -7.46% | Q4 2025 | Feb 02, 2026 |
| Mattern Wealth Management LLC | History | No change | 1,557 | 736 | 0.14% | 0.15% | 1565 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| MCF Advisors LLC | History | Added to | 1,554 | 735 | 0.04% | 0.04% | 1566 | +134 | 9.44% | Q4 2025 | Feb 11, 2026 |
| S&CO INC | History | Reduced | 1,552 | 734 | 0.05% | 0.04% | 1567 | -10 | -0.64% | Q4 2025 | Feb 05, 2026 |
| Compass Ion Advisors, LLC | History | No change | 1,551 | 734 | 0.07% | 0.07% | 1568 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| UNIVEST FINANCIAL Corp | History | Added to | 1,549 | 733 | 0.04% | 0.02% | 1569 | +746 | 92.9% | Q4 2025 | Feb 04, 2026 |
| Twele Capital Management, Inc. | History | No change | 1,549 | 733 | 0.13% | 0.13% | 1570 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Cypress Wealth Services, LLC | History | Added to | 1,544 | 730 | 0.1% | 0.11% | 1572 | +74 | 5.03% | Q4 2025 | Jan 14, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 1,543 | 730 | 0.03% | 0.03% | 1571 | -72 | -4.46% | Q4 2025 | Feb 10, 2026 |
| Altus Wealth Management, LLC | History | No change | 1,543 | 730 | 0.31% | 0.32% | 1573 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Ironwood Investment Counsel, LLC | History | Added to | 1,540 | 729 | 0.1% | 0.1% | 1575 | +130 | 9.22% | Q4 2025 | Feb 06, 2026 |
| WASHINGTON TRUST BANK | History | Added to | 1,542 | 729 | 0.05% | 0.05% | 1574 | +76 | 5.18% | Q4 2025 | Feb 04, 2026 |
| Pinion Investment Advisors, LLC | History | Reduced | 1,541 | 729 | 0.18% | 0.21% | 1576 | -72 | -4.46% | Q4 2025 | Jan 29, 2026 |
| GoalVest Advisory LLC | History | Reduced | 1,541 | 729 | 0.14% | 0.16% | 1577 | -72 | -4.46% | Q4 2025 | Jan 05, 2026 |
| Hartford Financial Management Inc. | History | Added to | 1,534 | 725 | 0.19% | 0.19% | 1578 | +1 | 0.07% | Q4 2025 | Jan 21, 2026 |
| Hudson Capital Management LLC | History | Reduced | 1,531 | 724 | 0.18% | 0.2% | 1579 | -74 | -4.61% | Q4 2025 | Jan 21, 2026 |
| SOUTH PLAINS FINANCIAL, INC. | History | No change | 1,529 | 723 | 0.43% | 0.45% | 1580 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Johnson Financial Group, LLC | History | New | 1,527 | 722 | 0.04% | — | 1581 | +1,527 | New | Q4 2025 | Feb 10, 2026 |
| CATALYST PRIVATE WEALTH, LLC | History | Added to | 1,515 | 717 | 0.31% | 0.31% | 1582 | +5 | 0.33% | Q4 2025 | Jan 14, 2026 |
| Beverly Hills Private Wealth, LLC | History | Reduced | 1,513 | 716 | 0.12% | 0.13% | 1583 | -7 | -0.46% | Q4 2025 | Feb 17, 2026 |
| Ardent Capital Management, Inc. | History | No change | 1,510 | 714 | 0.28% | 0.3% | 1584 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| DAGCO, INC. | History | No change | 1,507 | 713 | 0.16% | 0.18% | 1585 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| North Berkeley Wealth Management, LLC | History | No change | 1,502 | 710 | 0.42% | 0.55% | 1586 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Francis Financial, Inc. | History | Reduced | 1,499 | 709 | 0.14% | 0.13% | 1588 | -9 | -0.6% | Q4 2025 | Feb 11, 2026 |
| Dempze Nancy E | History | No change | 1,500 | 709 | 0.37% | 0.39% | 1587 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Platform Technology Partners | History | Added to | 1,495 | 707 | 0.15% | 0.13% | 1590 | +360 | 31.72% | Q4 2025 | Feb 13, 2026 |
| Charter Oak Capital Management, LLC | History | Added to | 1,495 | 707 | 0.05% | 0.05% | 1589 | +45 | 3.1% | Q4 2025 | Jan 23, 2026 |
| Capital Advantage, Inc. | History | Added to | 1,493 | 706 | 0.1% | 0.07% | 1592 | +515 | 52.66% | Q4 2025 | Jan 07, 2026 |
| PATTEN & PATTEN INC/TN | History | Reduced | 1,493 | 706 | 0.04% | 0.05% | 1591 | -402 | -21.21% | Q4 2025 | Feb 03, 2026 |
| ESL Trust Services, LLC | History | Added to | 1,492 | 706 | 0.14% | 0.13% | 1593 | +96 | 6.88% | Q4 2025 | Feb 10, 2026 |
| Perkins Coie Trust Co | History | Reduced | 1,489 | 704 | 0.13% | 0.13% | 1594 | -26 | -1.72% | Q4 2025 | Jan 12, 2026 |
| Farmers & Merchants Trust Co of Long Beach | History | No change | 1,479 | 700 | 0.16% | 0.15% | 1595 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| EASTERN BANK | History | Added to | 1,477 | 699 | 0.01% | 0.01% | 1596 | +154 | 11.64% | Q4 2025 | Jan 14, 2026 |
| 360 Financial, Inc. | History | No change | 1,478 | 699 | 0.21% | 0.22% | 1597 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Joel Adams & Associates, Inc. | History | Reduced | 1,471 | 696 | 0.52% | 0.62% | 1599 | -179 | -10.85% | Q4 2025 | Jan 27, 2026 |
| Landmark Wealth Management, LLC | History | No change | 1,472 | 696 | 0.27% | 0.27% | 1598 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| New Millennium Group LLC | History | Reduced | 1,470 | 695 | 0.3% | 0.34% | 1600 | -102 | -6.49% | Q4 2025 | Feb 06, 2026 |
| MEMBERS WEALTH LLC | History | Reduced | 1,469 | 692 | 0.43% | 0.45% | 1601 | -29 | -1.94% | Q4 2025 | Jan 28, 2026 |
| HRC WEALTH MANAGEMENT, LLC | History | Added to | 1,460 | 691 | 0.33% | 0.33% | 1602 | +1 | 0.07% | Q4 2025 | Jan 21, 2026 |
| Legacy Wealth Management, Inc | History | Added to | 1,456 | 689 | 0.04% | 0.04% | 1603 | +182 | 14.29% | Q4 2025 | Jan 21, 2026 |
| Valtrion Capital Management, LLC | History | No change | 1,455 | 688 | 0.69% | 0.73% | 1604 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Westfuller Advisors, LLC | History | Added to | 1,452 | 687 | 0.28% | 0.25% | 1606 | +298 | 25.82% | Q4 2025 | Jan 21, 2026 |
| Well Done, LLC | History | Reduced | 1,452 | 687 | 0.1% | 0.13% | 1605 | -160 | -9.93% | Q4 2025 | Jan 13, 2026 |
| AGH Wealth Advisors, LLC | History | No change | 1,450 | 686 | 0.52% | 0.5% | 1607 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| DV Trading LLC | History | New | 1,605 | 683 | 0.02% | — | 1609 | +1,605 | New | Q4 2025 | Feb 17, 2026 |
| American Money Management, LLC | History | Added to | 1,445 | 683 | 0.11% | 0.11% | 1608 | +1 | 0.07% | Q4 2025 | Feb 10, 2026 |
| INVICTUS PRIVATE WEALTH, LLC | History | Reduced | 1,439 | 681 | 0.04% | 0.04% | 1610 | -11 | -0.76% | Q4 2025 | Feb 13, 2026 |
| O'ROURKE & COMPANY, Inc | History | Reduced | 1,432 | 677 | 0.26% | 0.31% | 1611 | -132 | -8.44% | Q4 2025 | Jan 28, 2026 |
| ITHAKA GROUP LLC | History | New | 1,429 | 676 | 0.12% | — | 1612 | +1,429 | New | Q4 2025 | Feb 10, 2026 |
| Stone Summit Wealth LLC | History | No change | 1,420 | 672 | 0.18% | 0.19% | 1613 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Pearl Planning LLC | History | New | 1,418 | 671 | 0.41% | — | 1617 | +1,418 | New | Q4 2025 | Feb 03, 2026 |
| STRATEGY ASSET MANAGERS LLC | History | Added to | 1,419 | 671 | 0.11% | 0.12% | 1615 | +5 | 0.35% | Q4 2025 | Feb 11, 2026 |
| SHELTON CAPITAL MANAGEMENT | History | No change | 1,419 | 671 | 0.01% | 0.01% | 1614 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Richardson Capital Management LLC | History | No change | 1,419 | 671 | 0.34% | 0.32% | 1616 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| ORBA Wealth Advisors, L.L.C. | History | Added to | 1,417 | 670 | 0.58% | 0.29% | 1620 | +673 | 90.46% | Q4 2025 | Feb 05, 2026 |
| LGL PARTNERS, LLC | History | Added to | 1,416 | 670 | 0.29% | 0.28% | 1619 | +1 | 0.07% | Q4 2025 | Feb 09, 2026 |
| New England Professional Planning Group Inc. | History | No change | 1,417 | 670 | 0.28% | 0.3% | 1618 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| STEPHEN J. GARRY & ASSOCIATES, LLC | History | Added to | 1,415 | 669 | 0.53% | 0.44% | 1621 | +250 | 21.46% | Q4 2025 | Jan 16, 2026 |
| ALLIUM FINANCIAL ADVISORS, LLC | History | Reduced | 1,411 | 667 | 0.53% | 0.58% | 1624 | -93 | -6.18% | Q4 2025 | Feb 09, 2026 |
| Coppell Advisory Solutions LLC | History | Reduced | 1,400 | 667 | 0.07% | 0.07% | 1622 | -33 | -2.3% | Q4 2025 | Feb 17, 2026 |
| Everstar Asset Management, LLC | History | No change | 1,410 | 667 | 0.36% | 0.37% | 1623 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| CURTIS WEALTH MANAGEMENT LLC | History | New | 1,410 | 664 | 0.58% | — | 1628 | +1,410 | New | Q4 2025 | Feb 11, 2026 |
| Gilbert & Cook, Inc. | History | Added to | 1,405 | 664 | 0.08% | 0.08% | 1626 | +38 | 2.78% | Q4 2025 | Jan 07, 2026 |
| BOSTON FAMILY OFFICE LLC | History | No change | 1,403 | 664 | 0.04% | 0.04% | 1625 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Olde Wealth Management, LLC | History | No change | 1,403 | 664 | 0.2% | 0.21% | 1627 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| TritonPoint Partners, LLC | History | New | 1,400 | 662 | 0.35% | — | 1631 | +1,400 | New | Q4 2025 | Feb 13, 2026 |
| WORLD EQUITY GROUP, INC. | History | Reduced | 1,400 | 662 | 0.18% | 0.15% | 1630 | -28 | -1.96% | Q4 2025 | Jan 12, 2026 |
| FIRST MERCHANTS CORP | History | Reduced | 1,400 | 662 | 0.02% | 0.03% | 1629 | -24 | -1.69% | Q4 2025 | Jan 12, 2026 |
| Heritage Investment Group, Inc. | History | Reduced | 1,396 | 660 | 0.1% | 0.11% | 1632 | -10 | -0.71% | Q4 2025 | Jan 30, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | Reduced | 1,394 | 659 | 0.03% | 0.03% | 1633 | -32 | -2.24% | Q4 2025 | Jan 23, 2026 |
| LMCG INVESTMENTS, LLC | History | Reduced | 1,392 | 658 | 0.04% | 0.04% | 1634 | -151 | -9.79% | Q4 2025 | Feb 03, 2026 |
| BKM Wealth Management, LLC | History | Reduced | 1,390 | 657 | 0.24% | 0.25% | 1635 | -45 | -3.14% | Q4 2025 | Jan 29, 2026 |
| Financial Life Planners | History | Added to | 1,390 | 657 | 0.47% | 0.44% | 1636 | +2 | 0.14% | Q4 2025 | Jan 29, 2026 |
| North Capital, Inc. | History | Reduced | 1,389 | 657 | 0.57% | 0.5% | 1637 | -1 | -0.07% | Q4 2025 | Feb 18, 2026 |
| Austin Asset Management Co Inc | History | Added to | 1,384 | 655 | 0.11% | 0.1% | 1639 | +263 | 23.46% | Q4 2025 | Feb 04, 2026 |
| Millstone Evans Group, LLC | History | Added to | 1,385 | 655 | 0.39% | 0.39% | 1640 | +86 | 6.62% | Q4 2025 | Feb 02, 2026 |
| McNamara Financial Services, Inc. | History | Added to | 1,385 | 655 | 0.12% | 0.12% | 1638 | +6 | 0.44% | Q4 2025 | Jan 21, 2026 |
| Redwood Financial Network Corp | History | Added to | 1,381 | 653 | 0.42% | 0.33% | 1642 | +255 | 22.65% | Q4 2025 | Feb 10, 2026 |
| Wealth Management Partners, LLC | History | Reduced | 1,381 | 653 | 0.19% | 0.21% | 1641 | -11 | -0.79% | Q4 2025 | Jan 12, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | Added to | 1,379 | 652 | 0.18% | 0.19% | 1643 | +14 | 1.03% | Q4 2025 | Feb 09, 2026 |
| Alliance Wealth Advisors, LLC | History | No change | 1,374 | 650 | 0.28% | 0.29% | 1644 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Brookmont Capital Management | History | Reduced | 1,373 | 649 | 0.38% | 0.36% | 1645 | -21 | -1.51% | Q4 2025 | Feb 10, 2026 |
| SENTINEL WEALTH MANAGEMENT, INC. | History | No change | 1,373 | 649 | 0.54% | 0.56% | 1646 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| F/m Investments LLC | History | Added to | 1,369 | 647 | 0.02% | 0.02% | 1647 | +430 | 45.79% | Q4 2025 | Feb 03, 2026 |
| FSM Wealth Advisors, LLC | History | Added to | 1,367 | 646 | 0.09% | 0.09% | 1649 | +39 | 2.94% | Q4 2025 | Jan 23, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 1,365 | 646 | 0.03% | 0.03% | 1648 | -4 | -0.29% | Q4 2025 | Feb 13, 2026 |
| Royal Harbor Partners, LLC | History | Reduced | 1,360 | 643 | 0.21% | 0.23% | 1650 | -63 | -4.43% | Q4 2025 | Feb 19, 2026 |
| Legacy Private Trust Co. | History | Reduced | 1,357 | 642 | 0.04% | 0.04% | 1652 | -5 | -0.37% | Q4 2025 | Jan 08, 2026 |
| WEBSTER BANK, N. A. | History | No change | 1,358 | 642 | 0.06% | 0.06% | 1651 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Daner Wealth Management, LLC | History | Added to | 1,395 | 641 | 0.39% | 0.42% | 1653 | +20 | 1.45% | Q4 2025 | Feb 11, 2026 |
| GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. | History | New | 1,353 | 640 | 0.51% | — | 1654 | +1,353 | New | Q4 2025 | Feb 12, 2026 |
| BLB&B Advisors, LLC | History | New | 1,350 | 638 | 0.03% | — | 1656 | +1,350 | New | Q4 2025 | Jan 26, 2026 |
| Tempo Wealth, LLC | History | New | 1,349 | 638 | 0.11% | — | 1658 | +1,349 | New | Q4 2025 | Feb 25, 2026 |
| CFO4Life Group, LLC | History | Reduced | 1,348 | 638 | 0.09% | 0.13% | 1657 | -514 | -27.6% | Q4 2025 | Feb 06, 2026 |
| BOURGEON CAPITAL MANAGEMENT LLC | History | No change | 1,350 | 638 | 0.1% | 0.11% | 1655 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Reliant Wealth Planning | History | No change | 1,347 | 637 | 0.2% | 0.2% | 1659 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Pekin Hardy Strauss, Inc. | History | Added to | 1,344 | 636 | 0.06% | 0.03% | 1660 | +671 | 99.7% | Q4 2025 | Jan 30, 2026 |
| Elwood & Goetz Wealth Advisory Group, LLC | History | No change | 1,345 | 636 | 0.11% | 0.12% | 1661 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| IAG Wealth Partners, LLC | History | No change | 1,344 | 636 | 0.07% | 0.08% | 1662 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| TANDEMGROWTH FINANCIAL ADVISORS LLC | History | New | 1,342 | 635 | 0.55% | — | 1663 | +1,342 | New | Q4 2025 | Feb 12, 2026 |
| Vantage Financial Partners, LLC | History | Reduced | 1,340 | 634 | 0.13% | 0.14% | 1665 | -45 | -3.25% | Q4 2025 | Feb 03, 2026 |
| Kendall Capital Management | History | Reduced | 1,340 | 634 | 0.13% | 0.14% | 1664 | -10 | -0.74% | Q4 2025 | Jan 16, 2026 |
| Beech Hill Advisors, Inc. | History | No change | 1,336 | 632 | 0.3% | 0.29% | 1666 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Berger Financial Group, Inc | History | Added to | 1,331 | 630 | 0.04% | 0.04% | 1667 | +70 | 5.55% | Q4 2025 | Jan 27, 2026 |
| RAINIER FAMILY WEALTH INC | History | No change | 1,332 | 630 | 0.47% | 0.56% | 1668 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Accurate Wealth Management, LLC | History | Reduced | 1,321 | 629 | 0.08% | 0.08% | 1670 | -45 | -3.29% | Q4 2025 | Jan 14, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 1,330 | 629 | 0.0% | 0.0% | 1669 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| MontVue Capital Management, Inc. | History | No change | 1,328 | 628 | 0.42% | 0.42% | 1671 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Millennium Capital Advisors, LLC | History | Added to | 1,325 | 627 | 0.37% | 0.37% | 1672 | +20 | 1.53% | Q4 2025 | Feb 05, 2026 |
| GWN SECURITIES INC. | History | Added to | 1,321 | 625 | 0.13% | 0.14% | 1673 | +6 | 0.46% | Q4 2025 | Feb 11, 2026 |
| Financial Guidance Group, Inc. | History | No change | 1,320 | 624 | 0.26% | 0.28% | 1674 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Formidable Asset Management, LLC | History | Reduced | 1,331 | 623 | 0.09% | 0.09% | 1676 | -7 | -0.52% | Q4 2025 | Jan 16, 2026 |
| HOWARD WEALTH MANAGEMENT, LLC | History | Reduced | 1,316 | 623 | 0.27% | 0.28% | 1677 | -5 | -0.38% | Q4 2025 | Jan 29, 2026 |
| Colonial Trust Advisors | History | No change | 1,318 | 623 | 0.05% | 0.05% | 1675 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| KINTRA WEALTH, LLC | History | New | 1,315 | 622 | 0.09% | — | 1679 | +1,315 | New | Q4 2025 | Feb 18, 2026 |
| Horizon Investment Services, LLC | History | No change | 1,315 | 622 | 0.22% | 0.23% | 1678 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Penobscot Investment Management Company, Inc. | History | Added to | 1,314 | 621 | 0.05% | 0.05% | 1680 | +11 | 0.84% | Q4 2025 | Jan 27, 2026 |
| Moran Wealth Management, LLC | History | New | 1,312 | 620 | 0.02% | — | 1681 | +1,312 | New | Q4 2025 | Jan 26, 2026 |
| Portfolio Resources Advisor Group, Inc. | History | New | 1,309 | 619 | 0.62% | — | 1682 | +1,309 | New | Q4 2025 | Feb 13, 2026 |
| Mayflower Financial Advisors, LLC | History | No change | 1,307 | 618 | 0.07% | 0.08% | 1683 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Ashford Advisors, LLC | History | No change | 1,290 | 610 | 0.13% | 0.13% | 1684 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Pillar Financial Advisors, LLC | History | No change | 1,290 | 610 | 0.37% | 0.38% | 1685 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | New | 1,288 | 609 | 0.1% | — | 1686 | +1,288 | New | Q4 2025 | Feb 12, 2026 |
| Stonebrook Private Inc. | History | Reduced | 1,285 | 608 | 0.13% | 0.13% | 1688 | -15 | -1.15% | Q4 2025 | Feb 11, 2026 |
| Praetorian Wealth Management, Inc. | History | No change | 1,285 | 608 | 0.12% | 0.12% | 1687 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Mosley Wealth Management | History | New | 1,277 | 606 | 0.28% | — | 1689 | +1,277 | New | Q4 2025 | Feb 12, 2026 |
| ARVEST INVESTMENTS, INC. | History | Added to | 1,277 | 604 | 0.08% | 0.08% | 1690 | +85 | 7.13% | Q4 2025 | Jan 20, 2026 |
| CDKV HOLDINGS LLC | History | New | 1,275 | 603 | 0.5% | — | 1693 | +1,275 | New | Q4 2025 | Feb 17, 2026 |
| NVWM, LLC | History | Reduced | 1,276 | 603 | 0.13% | 0.13% | 1691 | -7 | -0.55% | Q4 2025 | Jan 20, 2026 |
| D.B. Root & Company, LLC | History | No change | 1,275 | 603 | 0.15% | 0.15% | 1692 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| New Age Alpha Advisors, LLC | History | Added to | 1,274 | 602 | 0.03% | 0.02% | 1694 | +403 | 46.27% | Q4 2025 | Feb 09, 2026 |
| Evolution Wealth Advisors, LLC | History | No change | 1,270 | 601 | 0.06% | 0.08% | 1695 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Eagle Bay Advisors LLC | History | No change | 1,270 | 601 | 0.44% | 0.47% | 1696 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Rubicon Advisors, GP | History | New | 1,269 | 600 | 0.56% | — | 1698 | +1,269 | New | Q4 2025 | Mar 09, 2026 |
| Fermata Advisors, LLC | History | Reduced | 1,269 | 600 | 0.14% | 0.16% | 1697 | -40 | -3.06% | Q4 2025 | Jan 08, 2026 |
| JIM SAULNIER & ASSOCIATES, LLC | History | Reduced | 1,261 | 596 | 0.31% | 0.51% | 1700 | -685 | -35.2% | Q4 2025 | Jan 29, 2026 |
| Capital Wealth Alliance, LLC | History | Reduced | 1,293 | 596 | 0.25% | 0.42% | 1699 | -507 | -28.17% | Q4 2025 | Feb 17, 2026 |
| Wise Wealth Partners | History | Reduced | 1,261 | 596 | 0.86% | 0.91% | 1701 | -8 | -0.63% | Q4 2025 | Jan 29, 2026 |
| Global Wealth Management Investment Advisory, Inc. | History | Reduced | 1,258 | 595 | 0.1% | 0.11% | 1702 | -109 | -7.97% | Q4 2025 | Feb 04, 2026 |
| UPTICK PARTNERS, LLC | History | Reduced | 1,256 | 594 | 0.13% | 0.19% | 1703 | -310 | -19.8% | Q4 2025 | Feb 02, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | Reduced | 1,247 | 593 | 0.23% | 0.26% | 1704 | -140 | -10.09% | Q4 2025 | Feb 13, 2026 |
| BlueSky Wealth Advisors, LLC | History | No change | 1,253 | 593 | 0.08% | 0.08% | 1705 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Wayfinding Financial, LLC | History | No change | 1,253 | 593 | 0.25% | 0.25% | 1706 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Old North State Trust, LLC | History | New | 1,250 | 592 | 0.35% | — | 1707 | +1,250 | New | Q4 2025 | Mar 24, 2026 |
| Stronghold Wealth Management L.L.C. | History | New | 1,247 | 590 | 0.87% | — | 1708 | +1,247 | New | Q4 2025 | Feb 06, 2026 |
| SHUFRO ROSE & CO LLC | History | Added to | 1,245 | 589 | 0.04% | 0.03% | 1709 | +381 | 44.1% | Q4 2025 | Feb 09, 2026 |
| PACK Private Wealth, LLC | History | Reduced | 1,246 | 589 | 0.27% | 0.32% | 1710 | -210 | -14.42% | Q4 2025 | Feb 17, 2026 |
| JNBA Financial Advisors | History | Added to | 1,243 | 588 | 0.05% | 0.05% | 1711 | +166 | 15.41% | Q4 2025 | Jan 26, 2026 |
| Antonelli Financial Advisors, LLC | History | No change | 1,242 | 588 | 0.39% | 0.39% | 1712 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | Reduced | 1,241 | 587 | 0.06% | 0.07% | 1714 | -71 | -5.41% | Q4 2025 | Jan 09, 2026 |
| IRON Financial LLC | History | No change | 1,241 | 587 | 0.27% | 0.28% | 1713 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| MLP3, LLC | History | New | 1,239 | 586 | 0.64% | — | 1716 | +1,239 | New | Q4 2025 | Feb 13, 2026 |
| Lauterbach Financial Advisors, LLC | History | Reduced | 1,239 | 586 | 0.29% | 0.41% | 1715 | -489 | -28.3% | Q4 2025 | Feb 13, 2026 |
| TMB Capital Partners, LLC | History | New | 1,238 | 585 | 0.2% | — | 1717 | +1,238 | New | Q4 2025 | Feb 19, 2026 |
| GERMAN AMERICAN BANCORP, INC. | History | No change | 1,235 | 584 | 0.05% | 0.05% | 1718 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Horst & Graben Wealth Management LLC | History | Added to | 1,234 | 583 | 0.09% | 0.08% | 1719 | +164 | 15.33% | Q4 2025 | Jan 27, 2026 |
| Alpha Financial Advisors, LLC | History | No change | 1,234 | 583 | 0.18% | 0.2% | 1720 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| NOVUS ADVISORS, LLC | History | Reduced | 1,230 | 582 | 1.3% | 1.33% | 1722 | -7 | -0.57% | Q4 2025 | Feb 13, 2026 |
| Aspen Investment Management Inc | History | No change | 1,230 | 582 | 0.18% | 0.22% | 1721 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Fairway Wealth LLC | History | Reduced | 1,229 | 581 | 0.16% | 0.16% | 1723 | -17 | -1.36% | Q4 2025 | Jan 28, 2026 |
| Ariadne Wealth Management, LP | History | Reduced | 1,294 | 580 | 0.24% | 0.3% | 1725 | -131 | -9.19% | Q4 2025 | Feb 13, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | No change | 1,227 | 580 | 0.07% | 0.08% | 1724 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Aspire Capital Advisors LLC | History | No change | 1,224 | 579 | 0.14% | 0.14% | 1726 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| PATRICK M SWEENEY & ASSOCIATES, INC | History | Reduced | 1,223 | 578 | 0.36% | 0.37% | 1728 | -9 | -0.73% | Q4 2025 | Feb 04, 2026 |
| Integris Wealth Management, LLC | History | No change | 1,222 | 578 | 0.13% | 0.14% | 1727 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Hills Bank & Trust Co | History | New | 1,221 | 577 | 0.03% | — | 1730 | +1,221 | New | Q4 2025 | Feb 05, 2026 |
| LPWM LLC | History | Added to | 1,220 | 577 | 0.15% | 0.12% | 1731 | +220 | 22.0% | Q4 2025 | Jan 06, 2026 |
| NORTHSTAR ASSET MANAGEMENT INC | History | Added to | 1,220 | 577 | 0.15% | 0.15% | 1729 | +5 | 0.41% | Q4 2025 | Feb 12, 2026 |
| SB Capital Management Inc | History | New | 1,217 | 576 | 0.21% | — | 1732 | +1,217 | New | Q4 2025 | Feb 20, 2026 |
| ARK Investment Management LLC | History | Added to | 1,219 | 576 | 0.0% | 0.0% | 1733 | +496 | 68.6% | Q4 2025 | Feb 11, 2026 |
| CHILTON INVESTMENT CO INC. | History | No change | 1,214 | 574 | 0.01% | 0.01% | 1734 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Allen Mooney & Barnes Investment Advisors LLC | History | Reduced | 1,207 | 571 | 0.09% | 0.1% | 1736 | -147 | -10.86% | Q4 2025 | Jan 21, 2026 |
| Astoria Portfolio Advisors LLC. | History | Reduced | 1,275 | 571 | 0.13% | 0.16% | 1735 | -39 | -2.97% | Q4 2025 | Feb 24, 2026 |
| FIRST FINANCIAL BANKSHARES INC | History | Added to | 1,205 | 570 | 0.01% | 0.01% | 1737 | +93 | 8.36% | Q4 2025 | Feb 12, 2026 |
| Aries Wealth Management | History | No change | 1,205 | 570 | 0.13% | 0.13% | 1738 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Hiley Hunt Wealth Management | History | No change | 1,205 | 570 | 0.26% | 0.27% | 1739 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| Gordian Advisors LLC | History | No change | 1,204 | 569 | 0.38% | 0.38% | 1740 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Warren Street Wealth Advisors, LLC | History | Reduced | 1,202 | 568 | 0.16% | 0.2% | 1741 | -231 | -16.12% | Q4 2025 | Jan 29, 2026 |
| Dana Investment Advisors, Inc. | History | Added to | 1,199 | 567 | 0.02% | 0.01% | 1743 | +164 | 15.85% | Q4 2025 | Feb 05, 2026 |
| Collar Capital Management, LLC | History | Reduced | 1,200 | 567 | 0.38% | 0.43% | 1748 | -100 | -7.69% | Q4 2025 | Feb 10, 2026 |
| Empire Financial Management Company, LLC | History | Reduced | 1,199 | 567 | 0.12% | 0.13% | 1745 | -47 | -3.77% | Q4 2025 | Feb 12, 2026 |
| Disciplined Investors, L.L.C. | History | Reduced | 1,200 | 567 | 0.37% | 0.41% | 1747 | -20 | -1.64% | Q4 2025 | Feb 10, 2026 |
| STEEL GROVE CAPITAL ADVISORS, LLC | History | No change | 1,200 | 567 | 0.06% | 0.06% | 1742 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Mayfair Advisory Group, LLC | History | No change | 1,202 | 567 | 0.22% | 0.24% | 1744 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Moment Partners, LLC | History | No change | 1,200 | 567 | 0.12% | 0.1% | 1746 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| PARK NATIONAL CORP /OH/ | History | No change | 1,197 | 566 | 0.02% | 0.02% | 1749 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| PEOPLES BANK /OH | History | No change | 1,195 | 565 | 0.35% | 0.34% | 1750 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Latko Wealth Management, Ltd. | History | New | 1,191 | 563 | 0.28% | — | 1752 | +1,191 | New | Q4 2025 | Feb 10, 2026 |
| Arlington Financial Advisors, LLC | History | No change | 1,190 | 563 | 0.08% | 0.08% | 1751 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| ARCADIA INVESTMENT MANAGEMENT CORP/MI | History | Reduced | 1,188 | 562 | 0.09% | 0.1% | 1753 | -229 | -16.16% | Q4 2025 | Feb 10, 2026 |
| Gemmer Asset Management LLC | History | Reduced | 1,189 | 562 | 0.04% | 0.05% | 1754 | -31 | -2.54% | Q4 2025 | Jan 23, 2026 |
| NOVEM GROUP | History | Added to | 1,185 | 560 | 0.06% | 0.06% | 1756 | +1 | 0.08% | Q4 2025 | Jan 27, 2026 |
| Hollow Brook Wealth Management LLC | History | No change | 1,185 | 560 | 0.14% | 0.13% | 1755 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| 4Thought Financial Group Inc. | History | Reduced | 1,182 | 559 | 0.28% | 0.86% | 1757 | -2,459 | -67.54% | Q4 2025 | Jan 29, 2026 |
| RPG Investment Advisory, LLC | History | No change | 1,179 | 558 | 0.06% | 0.07% | 1758 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| GUERRA PAN ADVISORS, LLC | History | Reduced | 1,174 | 555 | 0.33% | 0.35% | 1760 | -51 | -4.16% | Q4 2025 | Jan 13, 2026 |
| FFT WEALTH MANAGEMENT LLC | History | Added to | 1,175 | 555 | 0.11% | 0.1% | 1759 | +1 | 0.09% | Q4 2025 | Feb 09, 2026 |
| City State Bank | History | Added to | 1,167 | 552 | 0.15% | 0.14% | 1761 | +116 | 11.04% | Q4 2025 | Jan 28, 2026 |
| BXM Wealth LLC | History | Added to | 1,166 | 551 | 0.42% | 0.49% | 1763 | +55 | 4.95% | Q4 2025 | Jan 20, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Reduced | 1,165 | 551 | 0.04% | 0.04% | 1762 | -42 | -3.48% | Q4 2025 | Feb 04, 2026 |
| PROFESSIONAL ADVISORY SERVICES INC | History | No change | 1,158 | 548 | 0.07% | 0.07% | 1764 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| AIRE ADVISORS, LLC | History | No change | 1,159 | 548 | 0.1% | 0.1% | 1765 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| IRONWOOD INVESTMENT MANAGEMENT LLC | History | Added to | 1,156 | 547 | 0.23% | 0.18% | 1766 | +250 | 27.59% | Q4 2025 | Feb 12, 2026 |
| ROMANO BROTHERS AND COMPANY | History | Added to | 1,148 | 543 | 0.06% | 0.06% | 1767 | +25 | 2.23% | Q4 2025 | Jan 14, 2026 |
| Insight Wealth Strategies, LLC | History | Added to | 1,142 | 540 | 0.06% | 0.06% | 1768 | +6 | 0.53% | Q4 2025 | Jan 02, 2026 |
| One Wealth Management Investment & Advisory Services, LLC | History | No change | 1,143 | 540 | 0.59% | 0.62% | 1769 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Crusonia Wealth Advisors LLC | History | New | 1,139 | 539 | 0.12% | — | 1770 | +1,139 | New | Q4 2025 | Feb 18, 2026 |
| Bright Futures Wealth Management, LLC. | History | No change | 1,135 | 537 | 0.4% | 0.41% | 1771 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Destiny Wealth Partners, LLC | History | No change | 1,136 | 535 | 0.06% | 0.07% | 1772 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Wernau Asset Management Inc. | History | No change | 1,132 | 535 | 0.29% | 0.36% | 1773 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| FULTON BREAKEFIELD BROENNIMAN LLC | History | Added to | 1,130 | 534 | 0.03% | 0.01% | 1774 | +691 | 157.4% | Q4 2025 | Jan 21, 2026 |
| HILL ISLAND FINANCIAL LLC | History | Reduced | 1,126 | 532 | 0.13% | 0.13% | 1775 | -10 | -0.88% | Q4 2025 | Jan 22, 2026 |
| Marks Group Wealth Management, Inc | History | Added to | 1,123 | 531 | 0.05% | 0.05% | 1776 | +23 | 2.09% | Q4 2025 | Feb 11, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | No change | 1,121 | 530 | 0.03% | 0.03% | 1777 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Wilian Securities, LLC | History | New | 1,118 | 529 | 0.57% | — | 1778 | +1,118 | New | Q4 2025 | Feb 06, 2026 |
| Pathway Financial Advisors LLC | History | Reduced | 1,111 | 528 | 0.07% | 0.07% | 1779 | -74 | -6.24% | Q4 2025 | Jan 14, 2026 |
| Odyssey Capital Advisors, Inc. | History | New | 1,106 | 523 | 0.46% | — | 1780 | +1,106 | New | Q4 2025 | Feb 05, 2026 |
| River Wealth Advisors LLC | History | No change | 1,104 | 522 | 0.06% | 0.06% | 1781 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Schulz Wealth, LTD. | History | No change | 1,101 | 521 | 0.33% | 0.34% | 1782 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| OPAL CAPITAL LLC | History | New | 1,122 | 517 | 0.13% | — | 1785 | +1,122 | New | Q4 2025 | Feb 17, 2026 |
| GRANVILLE CAPITAL, INC. | History | New | 1,094 | 517 | 0.27% | — | 1784 | +1,094 | New | Q4 2025 | Feb 13, 2026 |
| GW&K Investment Management, LLC | History | No change | 1,093 | 517 | 0.0% | 0.0% | 1783 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Edge Financial Advisors LLC | History | Reduced | 1,090 | 516 | 0.22% | 0.23% | 1786 | -5 | -0.46% | Q4 2025 | Jan 28, 2026 |
| Charles Schwab Trust Co | History | Added to | 1,086 | 514 | 0.03% | 0.03% | 1788 | +141 | 14.92% | Q4 2025 | Jan 09, 2026 |
| TANDEM CAPITAL MANAGEMENT CORP /ADV | History | No change | 1,088 | 514 | 0.23% | 0.24% | 1787 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Catalina Capital Group, LLC | History | Reduced | 1,085 | 513 | 0.31% | 0.34% | 1790 | -92 | -7.82% | Q4 2025 | Jan 16, 2026 |
| FCA CORP /TX | History | No change | 1,085 | 513 | 0.14% | 0.14% | 1789 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Northwest Quadrant Wealth Management, LLC | History | Added to | 1,084 | 512 | 0.11% | 0.11% | 1792 | +1 | 0.09% | Q4 2025 | Jan 23, 2026 |
| Skyline Advisors, Inc. | History | Added to | 1,083 | 512 | 0.17% | 0.17% | 1793 | +1 | 0.09% | Q4 2025 | Jan 12, 2026 |
| Fort Point Capital Partners LLC | History | No change | 1,088 | 512 | 0.06% | 0.06% | 1791 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MARIETTA INVESTMENT PARTNERS LLC | History | Reduced | 1,080 | 511 | 0.1% | 0.1% | 1794 | -3 | -0.28% | Q4 2025 | Feb 10, 2026 |
| NBT BANK N A /NY | History | Added to | 1,413 | 509 | 0.03% | 0.03% | 1795 | +5 | 0.36% | Q4 2025 | Jan 23, 2026 |
| Sandbox Financial Partners, LLC | History | Added to | 1,077 | 509 | 0.14% | 0.14% | 1797 | +1 | 0.09% | Q4 2025 | Jan 07, 2026 |
| ROBERTS GLORE & CO INC /IL/ | History | No change | 1,076 | 509 | 0.14% | 0.14% | 1796 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Trexquant Investment LP | History | Added to | 1,074 | 508 | 0.0% | 0.0% | 1798 | +184 | 20.67% | Q4 2025 | Feb 17, 2026 |
| Newton One Investments LLC | History | Reduced | 1,075 | 508 | 0.15% | 0.15% | 1799 | -12 | -1.1% | Q4 2025 | Jan 23, 2026 |
| Granite Group Advisors, LLC | History | No change | 1,073 | 508 | 0.29% | 0.3% | 1800 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Flavin Financial Services, Inc. | History | Added to | 1,072 | 507 | 0.35% | 0.21% | 1801 | +436 | 68.55% | Q4 2025 | Feb 05, 2026 |
| Clear Trail Advisors, LLC | History | New | 1,070 | 506 | 0.12% | — | 1804 | +1,070 | New | Q4 2025 | Jan 09, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 1,070 | 506 | 0.07% | 0.07% | 1802 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| HOHIMER WEALTH MANAGEMENT, LLC | History | No change | 1,071 | 506 | 0.07% | 0.07% | 1803 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Riverbend Wealth Management, LLC | History | Added to | 1,068 | 505 | 0.31% | 0.31% | 1805 | +109 | 11.37% | Q4 2025 | Jan 29, 2026 |
| Marble Wealth, LLC | History | New | 1,064 | 503 | 0.07% | — | 1806 | +1,064 | New | Q4 2025 | Feb 10, 2026 |
| Navigation Wealth Management, Inc. | History | Reduced | 1,062 | 502 | 0.75% | 0.74% | 1807 | -10 | -0.93% | Q4 2025 | Jan 29, 2026 |
| FEDERATED HERMES, INC. | History | New | 1,060 | 501 | 0.0% | — | 1808 | +1,060 | New | Q4 2025 | Feb 12, 2026 |
| New Perspectives, Inc | History | No change | 1,057 | 500 | 0.17% | 0.22% | 1809 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Total Wealth Planning, LLC | History | Reduced | 1,055 | 499 | 1.07% | 1.74% | 1810 | -31,060 | -96.71% | Q4 2025 | Feb 13, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Reduced | 1,054 | 498 | 0.45% | 0.48% | 1811 | -57 | -5.13% | Q4 2025 | Jan 29, 2026 |
| HARBOR ADVISORY CORP /MA/ | History | No change | 1,050 | 496 | 0.15% | 0.15% | 1812 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Grange Capital, LLC | History | No change | 1,049 | 496 | 0.48% | 0.47% | 1813 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Capital Analysts, LLC | History | Reduced | 1,041 | 493 | 0.01% | 0.09% | 1815 | -5,398 | -83.83% | Q4 2025 | Feb 11, 2026 |
| LCNB CORP | History | Reduced | 1,044 | 493 | 0.17% | 0.17% | 1814 | -11 | -1.04% | Q4 2025 | Feb 10, 2026 |
| Asset One Wealth Management LLC | History | New | 1,052 | 491 | 0.07% | — | 1816 | +1,052 | New | Q4 2025 | Feb 17, 2026 |
| JBR Co Financial Management Inc | History | Reduced | 1,034 | 489 | 0.2% | 0.21% | 1818 | -3 | -0.29% | Q4 2025 | Jan 06, 2026 |
| TOMPKINS FINANCIAL CORP | History | No change | 1,034 | 489 | 0.04% | 0.04% | 1817 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| BankPlus Trust Department | History | Reduced | 1,033 | 488 | 0.13% | 0.14% | 1819 | -48 | -4.44% | Q4 2025 | Jan 27, 2026 |
| Arlington Trust Co LLC | History | Reduced | 1,030 | 487 | 0.05% | 0.1% | 1821 | -120 | -10.43% | Q4 2025 | Jan 30, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | Added to | 1,029 | 487 | 0.23% | 0.23% | 1820 | +9 | 0.88% | Q4 2025 | Feb 05, 2026 |
| Fort Sheridan Advisors LLC | History | Added to | 1,025 | 485 | 0.06% | 0.06% | 1822 | +27 | 2.71% | Q4 2025 | Feb 10, 2026 |
| Bravias Capital Group, LLC | History | Reduced | 1,025 | 485 | 0.29% | 0.33% | 1824 | -25 | -2.38% | Q4 2025 | Jan 29, 2026 |
| CAPITAL INSIGHT PARTNERS, LLC | History | No change | 1,025 | 485 | 0.1% | 0.08% | 1823 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| ABNER HERRMAN & BROCK LLC | History | No change | 1,022 | 484 | 0.05% | 0.05% | 1825 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| Private Wealth Management Group, LLC | History | Added to | 1,022 | 483 | 0.13% | 0.07% | 1827 | +440 | 75.6% | Q4 2025 | Jan 23, 2026 |
| BancFirst Trust & Investment Management | History | No change | 1,014 | 483 | 0.2% | 0.18% | 1826 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Pinnacle Bancorp, Inc. | History | Reduced | 1,020 | 482 | 0.14% | 0.14% | 1828 | -17 | -1.64% | Q4 2025 | Jan 22, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 1,019 | 482 | 0.03% | 0.03% | 1829 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Beacon Bank & Trust | History | No change | 1,017 | 481 | 0.1% | 0.1% | 1830 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BANK OF STOCKTON | History | No change | 1,015 | 480 | 0.14% | 0.14% | 1831 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Clarity Capital Advisors, LLC | History | New | 1,013 | 479 | 0.24% | — | 1834 | +1,013 | New | Q4 2025 | Feb 11, 2026 |
| Cardinal Strategic Wealth Guidance | History | Reduced | 1,014 | 479 | 0.13% | 0.16% | 1832 | -290 | -22.24% | Q4 2025 | Jan 27, 2026 |
| Planning Center, Inc. | History | No change | 1,013 | 479 | 0.05% | 0.05% | 1833 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Keudell/Morrison Wealth Management | History | New | 1,011 | 478 | 0.1% | — | 1836 | +1,011 | New | Q4 2025 | Feb 06, 2026 |
| Orion Capital Management LLC | History | Added to | 1,012 | 478 | 0.16% | 0.16% | 1837 | +2 | 0.2% | Q4 2025 | Feb 03, 2026 |
| Probity Advisors, Inc. | History | No change | 1,011 | 478 | 0.08% | 0.08% | 1835 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Safeguard Investment Advisory Group, LLC | History | No change | 1,008 | 477 | 0.12% | 0.12% | 1838 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Clark Asset Management, LLC | History | Reduced | 1,007 | 476 | 0.05% | 0.08% | 1842 | -482 | -32.37% | Q4 2025 | Jan 27, 2026 |
| COMMONS CAPITAL, LLC | History | Added to | 1,006 | 476 | 0.32% | 0.28% | 1841 | +87 | 9.47% | Q4 2025 | Jan 05, 2026 |
| MENORA MIVTACHIM HOLDINGS LTD. | History | No change | 1,007 | 476 | 0.0% | 0.0% | 1839 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| COOPER/HAIMS ADVISORS, LLC | History | No change | 1,008 | 476 | 0.22% | 0.22% | 1840 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| 49 WEALTH MANAGEMENT, LLC | History | Reduced | 1,005 | 475 | 0.04% | 0.06% | 1843 | -335 | -25.0% | Q4 2025 | Feb 04, 2026 |
| Drucker Wealth 3.0, LLC | History | No change | 1,000 | 473 | 0.08% | 0.08% | 1844 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| AssuredPartners Investment Advisors, LLC | History | Added to | 998 | 472 | 0.07% | 0.05% | 1846 | +551 | 123.27% | Q4 2025 | Feb 03, 2026 |
| Sugar Maple Asset Management, LLC | History | Added to | 999 | 472 | 0.32% | 0.3% | 1845 | +105 | 11.74% | Q4 2025 | Jan 20, 2026 |
| Fusion Family Wealth, LLC | History | No change | 997 | 471 | 0.04% | 0.03% | 1847 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| WBH ADVISORY INC | History | Reduced | 991 | 469 | 0.03% | 0.04% | 1848 | -84 | -7.81% | Q4 2025 | Jan 26, 2026 |
| Aspire Private Capital, LLC | History | No change | 992 | 469 | 0.1% | 0.09% | 1849 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| MAINSAIL ASSET MANAGEMENT, LLC | History | Added to | 977 | 462 | 0.2% | 0.2% | 1851 | +1 | 0.1% | Q4 2025 | Feb 05, 2026 |
| Vision Capital Management, Inc. | History | No change | 977 | 462 | 0.06% | 0.06% | 1850 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Trek Financial, LLC | History | Added to | 975 | 461 | 0.03% | 0.02% | 1852 | +81 | 9.06% | Q4 2025 | Feb 04, 2026 |
| FORONJY FINANCIAL LLC | History | Reduced | 975 | 461 | 0.19% | 0.2% | 1854 | -23 | -2.3% | Q4 2025 | Feb 03, 2026 |
| Heritage Wealth Management, Inc. /CA/ | History | Reduced | 975 | 461 | 0.29% | 0.31% | 1853 | -15 | -1.52% | Q4 2025 | Feb 04, 2026 |
| Evernest Financial Advisors, LLC | History | Added to | 999 | 460 | 0.1% | 0.06% | 1858 | +522 | 109.43% | Q4 2025 | Feb 13, 2026 |
| Paradigm, Strategies in Wealth Management, LLC | History | Reduced | 973 | 460 | 0.3% | 0.34% | 1857 | -170 | -14.87% | Q4 2025 | Jan 22, 2026 |
| PATTON ALBERTSON MILLER GROUP, LLC | History | Added to | 974 | 460 | 0.05% | 0.05% | 1855 | +94 | 10.68% | Q4 2025 | Feb 03, 2026 |
| Neumann Capital Management, LLC | History | Reduced | 972 | 460 | 0.13% | 0.14% | 1856 | -50 | -4.89% | Q4 2025 | Jan 14, 2026 |
| Polaris Investment Advisors, LLC | History | New | 972 | 459 | 0.33% | — | 1859 | +972 | New | Q4 2025 | Jan 15, 2026 |
| Fortitude Family Office, LLC | History | Reduced | 968 | 458 | 0.11% | 0.25% | 1864 | -1,036 | -51.7% | Q4 2025 | Jan 15, 2026 |
| Global Trust Asset Management, LLC | History | Reduced | 968 | 458 | 0.18% | 0.32% | 1861 | -528 | -35.29% | Q4 2025 | Jan 20, 2026 |
| CHILDRESS CAPITAL ADVISORS, LLC | History | Added to | 968 | 458 | 0.07% | 0.08% | 1863 | +43 | 4.65% | Q4 2025 | Jan 26, 2026 |
| Blue Fin Capital, Inc. | History | No change | 968 | 458 | 0.07% | 0.07% | 1860 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| 1776 Wealth LLC | History | No change | 968 | 458 | 0.17% | 0.17% | 1862 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Golden Reserve Retirement LLC | History | New | 955 | 452 | 0.08% | — | 1868 | +955 | New | Q4 2025 | Jan 29, 2026 |
| Northwest Bancshares, Inc. | History | Reduced | 955 | 452 | 0.09% | 0.08% | 1865 | -57 | -5.63% | Q4 2025 | Feb 13, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 956 | 452 | 0.01% | 0.01% | 1866 | +13 | 1.38% | Q4 2025 | Jan 12, 2026 |
| First County Bank /CT/ | History | Reduced | 956 | 452 | 0.24% | 0.23% | 1867 | -11 | -1.14% | Q4 2025 | Jan 14, 2026 |
| BFSG, LLC | History | Reduced | 949 | 449 | 0.04% | 0.05% | 1869 | -200 | -17.41% | Q4 2025 | Jan 22, 2026 |
| Rialto Wealth Management, LLC | History | Reduced | 950 | 449 | 0.11% | 0.12% | 1870 | -5 | -0.52% | Q4 2025 | Jan 12, 2026 |
| Oder Investment Management, LLC | History | No change | 948 | 448 | 0.32% | 0.32% | 1871 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Perennial Advisors, LLC | History | No change | 946 | 447 | 0.07% | 0.08% | 1872 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| RIVER'S EDGE WEALTH MANAGEMENT, LLC | History | New | 999 | 446 | 0.44% | — | 1874 | +999 | New | Q4 2025 | Feb 17, 2026 |
| Capital Management Associates, Inc | History | No change | 944 | 446 | 0.1% | 0.12% | 1873 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| DMKC Advisory Services, LLC | History | No change | 941 | 445 | 0.2% | 0.22% | 1875 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | No change | 936 | 443 | 0.03% | 0.03% | 1876 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Piscataqua Savings Bank | History | No change | 931 | 440 | 0.31% | 0.34% | 1877 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| KERR FINANCIAL PLANNING Corp | History | Reduced | 982 | 439 | 0.59% | 0.7% | 1879 | -71 | -6.74% | Q4 2025 | Feb 10, 2026 |
| TigerOak Management, L.L.C. | History | Reduced | 929 | 439 | 0.13% | 0.14% | 1878 | -50 | -5.11% | Q4 2025 | Jan 21, 2026 |
| Abacus Planning Group, Inc. | History | No change | 925 | 437 | 0.06% | 0.06% | 1880 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| PLIMOTH TRUST CO LLC | History | No change | 925 | 437 | 0.1% | 0.1% | 1881 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| HCR Wealth Advisors | History | Added to | 919 | 435 | 0.04% | 0.04% | 1882 | +1 | 0.11% | Q4 2025 | Jan 27, 2026 |
| Values Added Financial LLC | History | No change | 920 | 435 | 0.18% | 0.19% | 1883 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Copia Wealth Management | History | Added to | 917 | 434 | 0.31% | 0.32% | 1884 | +10 | 1.1% | Q4 2025 | Feb 06, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Added to | 915 | 433 | 0.12% | 0.15% | 1885 | +136 | 17.46% | Q4 2025 | Feb 09, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | Added to | 916 | 433 | 0.1% | 0.09% | 1887 | +126 | 15.95% | Q4 2025 | Jan 06, 2026 |
| One Charles Private Wealth Services, LLC | History | Added to | 915 | 433 | 0.11% | 0.11% | 1886 | +14 | 1.55% | Q4 2025 | Feb 06, 2026 |
| MKT Advisors LLC | History | No change | 914 | 433 | 0.15% | 0.16% | 1888 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Members Trust Co | History | Added to | 914 | 432 | 0.01% | 0.01% | 1890 | +54 | 6.28% | Q4 2025 | Jan 15, 2026 |
| PRIVATE MANAGEMENT GROUP INC | History | Added to | 914 | 432 | 0.01% | 0.01% | 1889 | +36 | 4.1% | Q4 2025 | Feb 12, 2026 |
| ARCADIA INVESTMENT ADVISORS LLC | History | No change | 913 | 432 | 0.2% | 0.21% | 1891 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Williams Jones Wealth Management, LLC. | History | Added to | 909 | 430 | 0.0% | 0.0% | 1892 | +224 | 32.7% | Q4 2025 | Feb 13, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | Reduced | 908 | 429 | 0.08% | 0.11% | 1893 | -157 | -14.74% | Q4 2025 | Feb 04, 2026 |
| Carrera Capital Advisors | History | New | 904 | 427 | 0.07% | — | 1896 | +904 | New | Q4 2025 | Jan 30, 2026 |
| Wilson & Boucher Capital Management, LLC | History | Reduced | 904 | 427 | 0.28% | 0.29% | 1895 | -36 | -3.83% | Q4 2025 | Feb 05, 2026 |
| McElhenny Sheffield Capital Management, LLC | History | No change | 903 | 427 | 0.1% | 0.1% | 1894 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Berkeley, Inc | History | No change | 904 | 427 | 0.14% | 0.14% | 1897 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| DAHRING {-} CUSMANO LLC | History | Added to | 901 | 426 | 0.3% | 0.3% | 1899 | +1 | 0.11% | Q4 2025 | Feb 05, 2026 |
| Greenwich Wealth Management LLC | History | No change | 900 | 426 | 0.02% | 0.02% | 1898 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Legacy Capital Group California, Inc. | History | New | 900 | 425 | 0.1% | — | 1900 | +900 | New | Q4 2025 | Jan 28, 2026 |
| Marin Bay Wealth Advisors, LLC | History | New | 894 | 423 | 0.24% | — | 1903 | +894 | New | Q4 2025 | Feb 17, 2026 |
| Matisse Capital | History | Reduced | 895 | 423 | 0.19% | 0.19% | 1901 | -12 | -1.32% | Q4 2025 | Jan 29, 2026 |
| Retireful, LLC | History | No change | 888 | 423 | 0.53% | 0.4% | 1902 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| HAGER INVESTMENT MANAGEMENT SERVICES, LLC | History | Reduced | 892 | 422 | 0.23% | 0.23% | 1906 | -17 | -1.87% | Q4 2025 | Jan 22, 2026 |
| Custos Family Office, LLC | History | Added to | 893 | 422 | 0.29% | 0.24% | 1904 | +1 | 0.11% | Q4 2025 | Feb 17, 2026 |
| Chemistry Wealth Management LLC | History | No change | 892 | 422 | 0.08% | 0.08% | 1905 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | No change | 890 | 421 | 0.03% | 0.03% | 1907 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Alvarez & Marsal Private Wealth Partners, LLC | History | New | 889 | 420 | 0.08% | — | 1909 | +889 | New | Q4 2025 | Feb 13, 2026 |
| Abbot Financial Management, Inc. | History | Reduced | 889 | 420 | 0.17% | 0.18% | 1908 | -8 | -0.89% | Q4 2025 | Feb 13, 2026 |
| Wealthquest Corp | History | New | 886 | 419 | 0.03% | — | 1910 | +886 | New | Q4 2025 | Feb 09, 2026 |
| Werba Rubin Papier Wealth Management | History | Added to | 887 | 419 | 0.11% | 0.07% | 1911 | +1 | 0.11% | Q4 2025 | Jan 27, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 885 | 418 | 0.03% | 0.02% | 1913 | +83 | 10.35% | Q4 2025 | Jan 20, 2026 |
| First National Bank of Hutchinson | History | No change | 885 | 418 | 0.24% | 0.22% | 1912 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| First Bancorp, Inc /ME/ | History | Added to | 883 | 417 | 0.22% | 0.21% | 1914 | +58 | 7.03% | Q4 2025 | Jan 26, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Reduced | 880 | 416 | 0.03% | 0.03% | 1915 | -25 | -2.76% | Q4 2025 | Feb 17, 2026 |
| Summit Investment Advisory Services, LLC | History | No change | 873 | 413 | 0.16% | 0.16% | 1916 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Tradewinds, LLC. | History | No change | 874 | 413 | 0.1% | 0.1% | 1917 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Kraft, Davis & Associates, LLC | History | Reduced | 865 | 411 | 0.09% | 0.1% | 1918 | -43 | -4.74% | Q4 2025 | Jan 14, 2026 |
| JGP Wealth Management, LLC | History | Added to | 868 | 410 | 0.04% | 0.04% | 1919 | +14 | 1.64% | Q4 2025 | Jan 12, 2026 |
| Parcion Private Wealth LLC | History | No change | 865 | 409 | 0.02% | 0.03% | 1920 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| TopTier Wealth Management, LLC | History | New | 862 | 407 | 0.28% | — | 1922 | +862 | New | Q4 2025 | Feb 12, 2026 |
| Elk River Wealth Management LLC | History | Reduced | 861 | 407 | 0.07% | 0.07% | 1921 | -40 | -4.44% | Q4 2025 | Feb 06, 2026 |
| HEADINVEST, LLC | History | Reduced | 859 | 406 | 0.08% | 0.09% | 1924 | -113 | -11.63% | Q4 2025 | Feb 02, 2026 |
| FOSTER & MOTLEY INC | History | Added to | 858 | 406 | 0.02% | 0.02% | 1923 | +1 | 0.12% | Q4 2025 | Jan 15, 2026 |
| Advocate Investing Services LLC | History | New | 855 | 404 | 0.36% | — | 1925 | +855 | New | Q4 2025 | Feb 12, 2026 |
| PLANWISER FINANCIAL, LLC | History | Reduced | 871 | 402 | 0.3% | 0.35% | 1926 | -24 | -2.68% | Q4 2025 | Feb 13, 2026 |
| Wood Tarver Financial Group, LLC | History | Added to | 851 | 402 | 0.11% | 0.12% | 1927 | +5 | 0.59% | Q4 2025 | Feb 12, 2026 |
| Putney Financial Group LLC | History | No change | 842 | 398 | 0.37% | 0.39% | 1928 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| BCS Wealth Management | History | New | 840 | 397 | 0.04% | — | 1929 | +840 | New | Q4 2025 | Jan 26, 2026 |
| Prasad Wealth Partners, LLC | History | Added to | 837 | 396 | 0.11% | 0.11% | 1930 | +1 | 0.12% | Q4 2025 | Jan 27, 2026 |
| Madison Wealth Partners, Inc | History | Added to | 834 | 394 | 0.07% | 0.08% | 1931 | +2 | 0.24% | Q4 2025 | Feb 10, 2026 |
| First Growth Capital LLC | History | New | 859 | 393 | 0.35% | — | 1934 | +859 | New | Q4 2025 | Feb 19, 2026 |
| Round Rock Advisors LLC | History | Reduced | 832 | 393 | 0.06% | 0.06% | 1933 | -22 | -2.58% | Q4 2025 | Apr 07, 2026 |
| Cedar Wealth Management, LLC | History | No change | 832 | 393 | 0.12% | 0.12% | 1932 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Raub Brock Capital Management LP | History | New | 830 | 392 | 0.09% | — | 1935 | +830 | New | Q4 2025 | Jan 15, 2026 |
| Everhart Financial Group, Inc. | History | Added to | 829 | 392 | 0.04% | 0.04% | 1936 | +16 | 1.97% | Q4 2025 | Jan 07, 2026 |
| Intellus Advisors LLC | History | No change | 829 | 392 | 0.05% | 0.05% | 1937 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 827 | 391 | 0.07% | 0.07% | 1938 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Aspect Partners, LLC | History | No change | 825 | 390 | 0.17% | 0.18% | 1939 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| CATALYST FINANCIAL PARTNERS LLC | History | No change | 822 | 389 | 0.04% | 0.05% | 1940 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| M3 Advisory Group, LLC | History | No change | 822 | 389 | 0.24% | 0.24% | 1941 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Parker Investment Management, LLC | History | No change | 821 | 388 | 0.05% | 0.05% | 1942 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Creative Capital Management Investments LLC | History | No change | 818 | 387 | 0.12% | 0.12% | 1943 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Kondo Wealth Advisors, Inc. | History | No change | 816 | 386 | 0.15% | 0.15% | 1944 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| High Point Wealth Management, LLC | History | New | 812 | 384 | 0.36% | — | 1947 | +812 | New | Q4 2025 | Jan 29, 2026 |
| West Financial Advisors, LLC | History | Reduced | 812 | 384 | 0.06% | 0.07% | 1946 | -81 | -9.07% | Q4 2025 | Jan 13, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 812 | 384 | 0.05% | 0.05% | 1945 | +7 | 0.87% | Q4 2025 | Jan 26, 2026 |
| ADELL HARRIMAN & CARPENTER INC | History | No change | 810 | 383 | 0.02% | 0.02% | 1948 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Range Financial Group LLC | History | No change | 809 | 382 | 0.13% | 0.14% | 1949 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Van Diest Capital, LLC | History | New | 807 | 381 | 0.57% | — | 1954 | +807 | New | Q4 2025 | Feb 19, 2026 |
| Wright Wealth LLC | History | New | 805 | 381 | 0.25% | — | 1953 | +805 | New | Q4 2025 | Feb 13, 2026 |
| Roundview Capital LLC | History | Added to | 805 | 381 | 0.02% | 0.02% | 1951 | +1 | 0.12% | Q4 2025 | Feb 09, 2026 |
| GUYASUTA INVESTMENT ADVISORS INC | History | No change | 807 | 381 | 0.02% | 0.02% | 1950 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | History | No change | 805 | 381 | 0.13% | 0.13% | 1952 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Permanens Capital L.P. | History | No change | 803 | 380 | 0.05% | 0.06% | 1955 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| PEAK FINANCIAL ADVISORS LLC | History | No change | 804 | 380 | 0.17% | 0.18% | 1956 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Optivise Advisory Services LLC | History | Added to | 801 | 379 | 0.22% | 0.19% | 1957 | +107 | 15.42% | Q4 2025 | Jan 12, 2026 |
| Elite Wealth Management, Inc. | History | No change | 800 | 378 | 0.1% | 0.1% | 1958 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Aspetuck Financial Management LLC | History | No change | 800 | 378 | 0.25% | 0.26% | 1959 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| BRAUN STACEY ASSOCIATES INC | History | Reduced | 798 | 377 | 0.01% | 0.01% | 1960 | -100 | -11.14% | Q4 2025 | Jan 20, 2026 |
| LVW Advisors, LLC | History | No change | 797 | 377 | 0.04% | 0.04% | 1961 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Kaufman Rossin Wealth, LLC | History | No change | 795 | 376 | 0.2% | 0.2% | 1962 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Secure Asset Management, LLC | History | Reduced | 790 | 373 | 0.06% | 0.33% | 1965 | -3,450 | -81.37% | Q4 2025 | Jan 20, 2026 |
| Bonfire Financial | History | No change | 789 | 373 | 0.28% | 0.28% | 1963 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| ALTERNA WEALTH MANAGEMENT, INC | History | No change | 789 | 373 | 0.31% | 0.3% | 1964 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Aurora Private Wealth, Inc. | History | New | 785 | 372 | 0.24% | — | 1967 | +785 | New | Q4 2025 | Feb 02, 2026 |
| NOVARE CAPITAL MANAGEMENT LLC | History | No change | 786 | 372 | 0.03% | 0.03% | 1966 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Richard P Slaughter Associates Inc | History | No change | 788 | 372 | 0.08% | 0.08% | 1968 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Carson Advisory Inc. | History | Reduced | 785 | 371 | 0.19% | 0.21% | 1970 | -40 | -4.85% | Q4 2025 | Feb 12, 2026 |
| IMA Advisory Services, Inc. | History | No change | 784 | 371 | 0.04% | 0.04% | 1969 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| High Net Worth Advisory Group LLC | History | No change | 784 | 371 | 0.09% | 0.09% | 1971 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| RIVERBRIDGE PARTNERS LLC | History | New | 783 | 370 | 0.01% | — | 1972 | +783 | New | Q4 2025 | Jan 13, 2026 |
| RB Capital Management, LLC | History | Added to | 783 | 370 | 0.07% | 0.08% | 1973 | +1 | 0.13% | Q4 2025 | Feb 03, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 776 | 367 | 0.05% | — | 1976 | +776 | New | Q4 2025 | Feb 09, 2026 |
| Lakeshore Financial Planning, Inc. | History | Reduced | 777 | 367 | 0.13% | 0.15% | 1975 | -102 | -11.6% | Q4 2025 | Feb 17, 2026 |
| GRANDFIELD & DODD, LLC | History | No change | 777 | 367 | 0.02% | 0.02% | 1974 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Prospect Financial Services LLC | History | Added to | 774 | 366 | 0.21% | 0.2% | 1977 | +20 | 2.65% | Q4 2025 | Feb 06, 2026 |
| NerdWallet Wealth Partners, LLC | History | No change | 774 | 366 | 0.16% | 0.18% | 1978 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Emergent Wealth Advisors, LLC | History | Added to | 772 | 365 | 0.21% | 0.21% | 1979 | +1 | 0.13% | Q4 2025 | Jan 14, 2026 |
| HM PAYSON & CO | History | Added to | 768 | 363 | 0.01% | 0.0% | 1980 | +61 | 8.63% | Q4 2025 | Feb 12, 2026 |
| Bath Savings Trust Co | History | No change | 767 | 363 | 0.04% | 0.04% | 1981 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Equita Financial Network, Inc. | History | No change | 768 | 363 | 0.11% | 0.12% | 1982 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Main Street Research LLC | History | No change | 766 | 362 | 0.02% | 0.02% | 1983 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| First PREMIER Bank | History | No change | 764 | 362 | 0.08% | 0.08% | 1984 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Left Brain Wealth Management, LLC | History | Reduced | 764 | 361 | 0.12% | 0.18% | 1985 | -471 | -38.14% | Q4 2025 | Feb 05, 2026 |
| Family Office Research LLC | History | No change | 753 | 360 | 0.15% | 0.15% | 1986 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Proficio Capital Partners LLC | History | Added to | 760 | 359 | 0.03% | 0.02% | 1987 | +235 | 44.76% | Q4 2025 | Feb 12, 2026 |
| OAK RIDGE INVESTMENTS LLC | History | New | 757 | 358 | 0.02% | — | 1988 | +757 | New | Q4 2025 | Jan 23, 2026 |
| FOCUSED ALPHA, LLC | History | New | 756 | 358 | 0.11% | — | 1990 | +756 | New | Q4 2025 | Feb 13, 2026 |
| Kellett Wealth Advisors, LLC | History | Added to | 758 | 358 | 0.2% | 0.18% | 1989 | +132 | 21.09% | Q4 2025 | Jan 23, 2026 |
| Bedminster, LLC | History | New | 753 | 356 | 0.33% | — | 1994 | +753 | New | Q4 2025 | Feb 05, 2026 |
| SK Wealth Management, LLC | History | Reduced | 760 | 356 | 0.1% | 0.15% | 1992 | -85 | -10.06% | Q4 2025 | Jan 30, 2026 |
| Valpey Financial Services, LLC | History | Reduced | 754 | 356 | 0.23% | 0.24% | 1993 | -27 | -3.46% | Q4 2025 | Mar 04, 2026 |
| NORTH STAR ASSET MANAGEMENT INC | History | Added to | 753 | 356 | 0.01% | 0.01% | 1991 | +10 | 1.35% | Q4 2025 | Feb 09, 2026 |
| Oak Harvest Investment Services | History | Added to | 751 | 355 | 0.04% | 0.03% | 1996 | +122 | 19.4% | Q4 2025 | Jan 27, 2026 |
| Strategic Financial Partners, Ltd. | History | Reduced | 752 | 355 | 0.15% | 0.17% | 1997 | -54 | -6.7% | Q4 2025 | Feb 11, 2026 |
| BRAVE ASSET MANAGEMENT INC | History | No change | 752 | 355 | 0.08% | 0.09% | 1995 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| ALLSTATE CORP | History | Reduced | 750 | 354 | 0.0% | 0.01% | 1998 | -150 | -16.67% | Q4 2025 | Feb 09, 2026 |
| Legacy Bridge, LLC | History | No change | 750 | 354 | 0.14% | 0.15% | 1999 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Orcam Financial Group | History | No change | 750 | 354 | 0.27% | 0.28% | 2000 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |