iSHARES TRUST - IWR
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 78,920,855 | 7,597,710 | 4.63% | 4.94% | 1 | +3,576,847 | 4.75% | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 66,569,630 | 6,408,658 | 0.47% | 0.41% | 2 | +4,139,165 | 6.63% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 41,686,088 | 4,013,119 | 0.73% | 0.74% | 3 | +1,438,369 | 3.57% | Q4 2025 | Feb 13, 2026 |
| US BANCORP \DE\ | History | Reduced | 12,928,971 | 1,244,672 | 1.46% | 1.56% | 4 | -710,695 | -5.21% | Q4 2025 | Jan 30, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 12,497,707 | 1,203,154 | 0.66% | 0.75% | 5 | -249,773 | -1.96% | Q4 2025 | Feb 06, 2026 |
| MORGAN STANLEY | History | Added to | 10,797,769 | 1,039,501 | 0.06% | 0.06% | 6 | +460,088 | 4.45% | Q4 2025 | Feb 13, 2026 |
| Bank of New York Mellon Corp | History | Added to | 10,779,440 | 1,037,736 | 0.18% | 0.17% | 7 | +756,994 | 7.55% | Q4 2025 | Feb 10, 2026 |
| NORTHERN TRUST CORP | History | Added to | 10,331,591 | 994,622 | 0.13% | 0.12% | 8 | +526,956 | 5.37% | Q4 2025 | Feb 17, 2026 |
| Baird Financial Group, Inc. | History | Added to | 8,681,469 | 835,765 | 1.3% | 1.31% | 9 | +223,022 | 2.64% | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 7,911,910 | 761,679 | 0.12% | — | 10 | +7,911,910 | New | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 6,739,350 | 648,797 | 0.04% | 0.04% | 11 | +115,580 | 1.74% | Q4 2025 | Feb 11, 2026 |
| UBS Group AG | History | Reduced | 6,013,986 | 578,966 | 0.09% | 0.09% | 12 | -6,899 | -0.11% | Q4 2025 | Jan 29, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 4,598,654 | 442,712 | 0.13% | 0.11% | 13 | +559,611 | 13.86% | Q4 2025 | Feb 10, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 4,180,346 | 402,441 | 0.54% | 0.55% | 14 | -14,055 | -0.34% | Q4 2025 | Feb 02, 2026 |
| FMR LLC | History | Added to | 4,056,476 | 390,517 | 0.02% | 0.02% | 15 | +9,803 | 0.24% | Q4 2025 | Feb 17, 2026 |
| AMG National Trust Bank | History | Added to | 3,811,621 | 366,944 | 8.63% | 8.91% | 16 | +13,491 | 0.36% | Q4 2025 | Jan 30, 2026 |
| LPL Financial LLC | History | Added to | 3,520,066 | 338,876 | 0.09% | 0.09% | 17 | +313,199 | 9.77% | Q4 2025 | Feb 11, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 3,218,434 | 309,839 | 0.74% | 0.78% | 18 | -117,733 | -3.53% | Q4 2025 | Feb 11, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 3,149,600 | 303,211 | 0.51% | 0.49% | 19 | +189,000 | 6.38% | Q4 2025 | Feb 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 2,921,334 | 281,236 | 0.09% | 0.09% | 20 | +130,623 | 4.68% | Q4 2025 | Feb 18, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 2,824,289 | 271,868 | 0.06% | 0.07% | 21 | -329,657 | -10.45% | Q4 2025 | Feb 17, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Added to | 2,817,442 | 271,235 | 2.22% | 2.15% | 22 | +146,142 | 5.47% | Q4 2025 | Feb 13, 2026 |
| Cetera Investment Advisers | History | Added to | 2,256,436 | 217,227 | 0.24% | 0.24% | 23 | +81,346 | 3.74% | Q4 2025 | Feb 17, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 2,026,270 | 195,069 | 0.62% | 0.63% | 24 | -30,624 | -1.49% | Q4 2025 | Feb 02, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 1,961,998 | 188,882 | 0.27% | 0.24% | 25 | +282,376 | 16.81% | Q4 2025 | Feb 10, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 1,941,979 | 186,954 | 0.02% | 0.02% | 26 | -54,419 | -2.73% | Q4 2025 | Mar 25, 2026 |
| Pathstone Holdings, LLC | History | New | 1,908,855 | 183,781 | 0.71% | — | 27 | +1,908,855 | New | Q4 2025 | Feb 13, 2026 |
| Mariner, LLC | History | Added to | 1,775,314 | 170,915 | 0.2% | 0.22% | 28 | +42,280 | 2.44% | Q4 2025 | Feb 13, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 1,569,761 | 151,120 | 0.54% | 0.54% | 29 | -9,038 | -0.57% | Q4 2025 | Jan 30, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 1,547,309 | 148,959 | 0.05% | 0.05% | 30 | +140,851 | 10.01% | Q4 2025 | Feb 12, 2026 |
| COMMERCE BANK | History | Reduced | 1,483,919 | 142,856 | 0.79% | 0.8% | 31 | -14,126 | -0.94% | Q4 2025 | Feb 13, 2026 |
| Glenview Trust Co | History | Added to | 1,306,463 | 125,773 | 1.94% | 1.97% | 32 | +16,821 | 1.3% | Q4 2025 | Feb 09, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 1,249,158 | 120,257 | 0.91% | — | 33 | +1,249,158 | New | Q4 2025 | Feb 18, 2026 |
| Oakworth Capital, Inc. | History | Added to | 1,185,497 | 114,127 | 6.23% | 6.45% | 34 | +29,052 | 2.51% | Q4 2025 | Jan 30, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 1,179,604 | 113,560 | 0.07% | 0.07% | 35 | +109,656 | 10.25% | Q4 2025 | Feb 10, 2026 |
| Align Financial, LLC | History | New | 107,872 | 107,872 | 0.06% | — | 36 | +107,872 | New | Q4 2025 | Feb 17, 2026 |
| First Western Trust Bank | History | Reduced | 1,069,278 | 102,939 | 5.06% | 4.82% | 37 | -18,039 | -1.66% | Q4 2025 | Feb 12, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 1,046,568 | 100,753 | 0.23% | 0.24% | 38 | +11,639 | 1.12% | Q4 2025 | Feb 11, 2026 |
| UMB Bank, n.a. | History | Added to | 965,862 | 92,983 | 1.24% | 1.29% | 39 | +59,102 | 6.52% | Q4 2025 | Feb 13, 2026 |
| ALERUS FINANCIAL NA | History | Added to | 962,625 | 92,671 | 4.53% | 1.84% | 40 | +587,914 | 156.9% | Q4 2025 | Feb 13, 2026 |
| GERMAN AMERICAN BANCORP, INC. | History | Reduced | 958,983 | 92,321 | 7.86% | 8.22% | 41 | -5,167 | -0.54% | Q4 2025 | Feb 17, 2026 |
| Creative Planning | History | Added to | 939,565 | 90,451 | 0.06% | 0.07% | 42 | +11,444 | 1.23% | Q4 2025 | Feb 17, 2026 |
| Waverly Advisors, LLC | History | Added to | 933,429 | 89,861 | 0.73% | 0.17% | 43 | +756,382 | 427.22% | Q4 2025 | Feb 17, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 925,575 | 89,105 | 0.16% | 0.13% | 44 | +247,166 | 36.43% | Q4 2025 | Mar 16, 2026 |
| WASHINGTON TRUST Co | History | Reduced | 914,786 | 88,066 | 2.88% | 2.94% | 45 | -13,507 | -1.46% | Q4 2025 | Feb 10, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 909,115 | 87,520 | 0.12% | 0.13% | 46 | -127,353 | -12.29% | Q4 2025 | Feb 12, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 891,214 | 85,797 | 1.61% | 1.6% | 47 | +13,680 | 1.56% | Q4 2025 | Feb 04, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 858,615 | 85,724 | 0.12% | 0.12% | 48 | +31,864 | 3.85% | Q4 2025 | Jan 08, 2026 |
| Lido Advisors, LLC | History | Reduced | 885,351 | 85,268 | 0.25% | 0.28% | 49 | -33,592 | -3.66% | Q4 2025 | Feb 10, 2026 |
| JMG Financial Group, Ltd. | History | Reduced | 868,158 | 83,577 | 2.35% | 2.44% | 50 | -20,960 | -2.36% | Q4 2025 | Feb 10, 2026 |
| Cerity Partners LLC | History | Added to | 859,813 | 82,774 | 0.12% | 0.13% | 51 | +7,503 | 0.88% | Q4 2025 | Feb 11, 2026 |
| ALBION FINANCIAL GROUP /UT | History | Reduced | 853,473 | 82,163 | 5.11% | 5.1% | 52 | -20,650 | -2.36% | Q4 2025 | Jan 21, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 765,011 | 73,647 | 0.93% | 0.97% | 53 | -3,372 | -0.44% | Q4 2025 | Feb 09, 2026 |
| FACTORY MUTUAL INSURANCE CO | History | No change | 758,700 | 73,040 | 0.74% | 0.71% | 54 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| NorthRock Partners, LLC | History | Added to | 718,922 | 69,210 | 1.17% | 0.93% | 55 | +185,432 | 34.76% | Q4 2025 | Feb 17, 2026 |
| International City Management Association Retirement Corp | History | No change | 702,067 | 67,587 | 34.32% | 34.62% | 56 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 688,543 | 66,310 | 0.1% | 0.1% | 57 | -68,700 | -9.07% | Q4 2025 | Feb 17, 2026 |
| Millburn Ridgefield LLC /DE/ | History | No change | 685,140 | 65,958 | 1.57% | 1.58% | 58 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Catalyst Capital Advisors LLC | History | No change | 685,140 | 65,958 | 1.35% | 1.33% | 59 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | Added to | 684,261 | 65,873 | 1.21% | 1.34% | 60 | +22,971 | 3.47% | Q4 2025 | Jan 28, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 666,823 | 64,195 | 0.02% | 0.02% | 61 | +19,632 | 3.03% | Q4 2025 | Feb 11, 2026 |
| Citizens Business Bank | History | Added to | 654,638 | 63,022 | 10.41% | 10.5% | 62 | +3,061 | 0.47% | Q4 2025 | Feb 02, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Added to | 608,409 | 58,569 | 0.16% | 0.1% | 63 | +198,813 | 48.54% | Q4 2025 | Feb 13, 2026 |
| Corient Private Wealth LLC | History | Added to | 706,549 | 55,397 | 0.08% | 0.06% | 64 | +331,871 | 88.57% | Q4 2025 | Mar 09, 2026 |
| COMERICA BANK | History | Reduced | 555,003 | 53,430 | 0.21% | 0.2% | 65 | -1,924 | -0.35% | Q4 2025 | Jan 29, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 528,873 | 50,914 | 0.28% | 0.27% | 66 | +42,896 | 8.83% | Q4 2025 | Feb 12, 2026 |
| HighTower Advisors, LLC | History | Added to | 522,393 | 50,290 | 0.05% | 0.06% | 67 | +198 | 0.04% | Q4 2025 | Feb 06, 2026 |
| FIRST FOUNDATION ADVISORS | History | Added to | 518,013 | 49,869 | 1.88% | 1.81% | 68 | +10,618 | 2.09% | Q4 2025 | Feb 04, 2026 |
| STOCK YARDS BANK & TRUST CO | History | Added to | 517,524 | 49,822 | 1.52% | 1.55% | 69 | +7,013 | 1.37% | Q4 2025 | Jan 21, 2026 |
| Focus Partners Wealth | History | Added to | 501,958 | 48,324 | 0.06% | 0.07% | 70 | +32,367 | 6.89% | Q4 2025 | Feb 13, 2026 |
| Composition Wealth, LLC | History | Reduced | 487,790 | 46,959 | 0.67% | 0.73% | 71 | -19,032 | -3.76% | Q4 2025 | Feb 02, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 476,698 | 45,892 | 0.12% | 0.13% | 72 | -2,762 | -0.58% | Q4 2025 | Feb 05, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 475,955 | 45,820 | 0.28% | 0.29% | 73 | -15,774 | -3.21% | Q4 2025 | Feb 09, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 459,253 | 44,212 | 0.02% | 0.0% | 74 | +400,534 | 682.12% | Q4 2025 | Feb 02, 2026 |
| Stegner Investment Associates Inc. | History | Added to | 442,962 | 42,643 | 22.66% | 21.28% | 75 | +40,994 | 10.2% | Q4 2025 | Jan 30, 2026 |
| MAI Capital Management | History | Added to | 439,833 | 42,342 | 0.24% | 0.26% | 76 | +7,831 | 1.81% | Q4 2025 | Feb 13, 2026 |
| River Wealth Advisors LLC | History | Added to | 430,189 | 41,414 | 4.64% | 4.65% | 77 | +18,630 | 4.53% | Q4 2025 | Feb 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 428,507 | 41,252 | 0.02% | 0.04% | 78 | -384,937 | -47.32% | Q4 2025 | Feb 10, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 425,152 | 40,929 | 0.51% | 0.52% | 79 | -634 | -0.15% | Q4 2025 | Feb 05, 2026 |
| M&T BANK CORP | History | Reduced | 423,095 | 40,731 | 0.13% | 0.14% | 80 | -8,111 | -1.88% | Q4 2025 | Jan 30, 2026 |
| BlackRock, Inc. | History | Added to | 396,239 | 38,145 | 0.0% | 0.0% | 81 | +13,242 | 3.46% | Q4 2025 | Feb 12, 2026 |
| Dakota Wealth Management | History | Reduced | 370,981 | 35,714 | 0.63% | 0.73% | 82 | -4,343 | -1.16% | Q4 2025 | Jan 13, 2026 |
| BROWN ADVISORY INC | History | Added to | 370,965 | 35,712 | 0.05% | 0.04% | 83 | +35,565 | 10.6% | Q4 2025 | Feb 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 359,800 | 34,637 | 0.07% | 0.07% | 84 | -8,781 | -2.38% | Q4 2025 | Feb 17, 2026 |
| Gilbert & Cook, Inc. | History | Reduced | 352,588 | 33,943 | 4.27% | 4.5% | 85 | -9,870 | -2.72% | Q4 2025 | Jan 07, 2026 |
| Wilmington Savings Fund Society, FSB | History | Added to | 347,503 | 33,454 | 0.79% | 0.78% | 86 | +10,969 | 3.26% | Q4 2025 | Feb 12, 2026 |
| Coastline Trust Co | History | Reduced | 345,238 | 33,236 | 3.13% | 3.77% | 87 | -18,592 | -5.11% | Q4 2025 | Jan 05, 2026 |
| Legacy Edge Advisors, LLC | History | New | 330,997 | 31,865 | 3.49% | — | 88 | +330,997 | New | Q4 2025 | Feb 02, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 325,324 | 31,318 | 0.11% | 0.11% | 89 | +13,823 | 4.44% | Q4 2025 | Feb 06, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 323,817 | 31,173 | 0.19% | 0.2% | 90 | +4,932 | 1.55% | Q4 2025 | Jan 29, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 323,627 | 31,155 | 0.08% | 0.08% | 91 | +24,160 | 8.07% | Q4 2025 | Feb 13, 2026 |
| Consolidated Investment Group LLC | History | No change | 323,140 | 31,108 | 3.72% | 3.83% | 92 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 318,585 | 30,756 | 0.05% | 0.05% | 93 | +2,218 | 0.7% | Q4 2025 | Feb 18, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 318,400 | 30,652 | 0.03% | 0.02% | 94 | +42,871 | 15.56% | Q4 2025 | Feb 13, 2026 |
| AE Wealth Management LLC | History | Added to | 308,358 | 29,685 | 0.17% | 0.18% | 95 | +21,572 | 7.52% | Q4 2025 | Jan 26, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Reduced | 305,464 | 29,406 | 0.6% | 0.95% | 96 | -242,499 | -44.25% | Q4 2025 | Feb 05, 2026 |
| REGIONS FINANCIAL CORP | History | New | 299,469 | 28,829 | 0.18% | — | 97 | +299,469 | New | Q4 2025 | Jan 27, 2026 |
| NewEdge Advisors, LLC | History | Added to | 299,318 | 28,815 | 0.1% | 0.09% | 98 | +92,140 | 44.47% | Q4 2025 | Feb 18, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 282,567 | 27,202 | 0.35% | 0.38% | 99 | -7,201 | -2.49% | Q4 2025 | Feb 09, 2026 |
| BOKF, NA | History | Added to | 270,276 | 26,019 | 0.4% | 0.24% | 100 | +106,738 | 65.27% | Q4 2025 | Feb 03, 2026 |
| SIGMA INVESTMENT COUNSELORS INC | History | Reduced | 266,954 | 25,699 | 1.31% | 1.36% | 101 | -3,713 | -1.37% | Q4 2025 | Feb 03, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 265,674 | 25,576 | 0.38% | 0.39% | 102 | +168 | 0.06% | Q4 2025 | Feb 09, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 265,274 | 25,537 | 0.18% | 0.17% | 103 | +54,594 | 25.91% | Q4 2025 | Feb 18, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | Added to | 258,585 | 24,893 | 1.44% | 1.83% | 104 | +28,974 | 12.62% | Q4 2025 | Feb 09, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 253,366 | 24,391 | 0.1% | 0.12% | 105 | -8,482 | -3.24% | Q4 2025 | Feb 13, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 248,817 | 23,953 | 0.13% | 0.11% | 106 | +17,594 | 7.61% | Q4 2025 | Jan 29, 2026 |
| Cresset Asset Management, LLC | History | Added to | 247,956 | 23,870 | 0.1% | 0.1% | 107 | +6,530 | 2.7% | Q4 2025 | Feb 17, 2026 |
| DT Investment Partners, LLC | History | Added to | 246,684 | 23,748 | 1.97% | 1.98% | 108 | +4,258 | 1.76% | Q4 2025 | Feb 10, 2026 |
| XML Financial, LLC | History | Reduced | 244,325 | 23,521 | 1.92% | 1.92% | 109 | -494 | -0.2% | Q4 2025 | Feb 11, 2026 |
| CWM, LLC | History | Added to | 237,452 | 22,859 | 0.06% | 0.06% | 110 | +25,585 | 12.08% | Q4 2025 | Jan 26, 2026 |
| CCG WEALTH MANAGEMENT, LLC | History | Added to | 237,452 | 22,859 | 9.8% | 10.35% | 111 | +9,950 | 4.37% | Q4 2025 | Jan 21, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 227,925 | 22,089 | 0.04% | 0.06% | 112 | -64,871 | -22.16% | Q4 2025 | Feb 05, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 225,369 | 21,696 | 0.76% | 0.81% | 113 | -8,631 | -3.69% | Q4 2025 | Jan 12, 2026 |
| AMARILLO NATIONAL BANK | History | Reduced | 222,155 | 21,386 | 3.76% | 3.78% | 114 | -356 | -0.16% | Q4 2025 | Jan 28, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 220,505 | 21,228 | 0.24% | 0.03% | 115 | +202,694 | 1138.03% | Q4 2025 | Jan 29, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 219,897 | 21,169 | 0.24% | 0.24% | 116 | +6,540 | 3.07% | Q4 2025 | Jan 20, 2026 |
| &PARTNERS | History | Added to | 209,200 | 20,358 | 0.11% | 0.11% | 117 | +38,027 | 22.22% | Q4 2025 | Feb 17, 2026 |
| Legacy Advisors, LLC | History | Reduced | 210,902 | 20,303 | 2.18% | 2.59% | 118 | -6,006 | -2.77% | Q4 2025 | Jan 27, 2026 |
| Fifth Third Wealth Advisors LLC | History | Reduced | 210,671 | 20,281 | 0.71% | 0.75% | 119 | -1,043 | -0.49% | Q4 2025 | Jan 15, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Added to | 202,700 | 20,237 | 0.42% | 0.42% | 120 | +18 | 0.01% | Q4 2025 | Jan 26, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 209,492 | 20,167 | 0.45% | 0.26% | 121 | +93,266 | 80.25% | Q4 2025 | Feb 04, 2026 |
| BRIDGES INVESTMENT MANAGEMENT INC | History | Added to | 208,896 | 20,110 | 0.26% | 0.18% | 122 | +61,741 | 41.96% | Q4 2025 | Feb 10, 2026 |
| Equitable Holdings, Inc. | History | Added to | 208,824 | 20,103 | 0.14% | 0.13% | 123 | +26,908 | 14.79% | Q4 2025 | Feb 17, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Reduced | 203,958 | 19,635 | 0.26% | 0.26% | 124 | -1,496 | -0.73% | Q4 2025 | Jan 22, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 203,089 | 19,551 | 0.16% | 0.2% | 125 | -187,127 | -47.95% | Q4 2025 | Feb 13, 2026 |
| Miller Investment Management, LP | History | Reduced | 194,565 | 18,730 | 1.83% | 2.19% | 126 | -31,453 | -13.92% | Q4 2025 | Feb 11, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 191,416 | 18,427 | 0.48% | 0.49% | 127 | +24,176 | 14.46% | Q4 2025 | Feb 02, 2026 |
| Callan Family Office, LLC | History | Added to | 190,420 | 18,331 | 0.39% | 0.48% | 128 | +32,983 | 20.95% | Q4 2025 | Feb 12, 2026 |
| WHITTIER TRUST CO | History | Reduced | 183,549 | 18,325 | 0.2% | 0.2% | 129 | -83 | -0.05% | Q4 2025 | Jan 26, 2026 |
| PFW Advisors LLC | History | Added to | 182,434 | 17,562 | 5.3% | 5.2% | 130 | +301 | 0.17% | Q4 2025 | Jan 12, 2026 |
| Ullmann Wealth Partners Group, LLC | History | Added to | 182,239 | 17,451 | 1.82% | 1.64% | 131 | +26,365 | 16.91% | Q4 2025 | Feb 12, 2026 |
| LJI Wealth Management, LLC | History | Added to | 181,266 | 17,450 | 2.66% | 2.7% | 132 | +21,187 | 13.24% | Q4 2025 | Feb 03, 2026 |
| Verdence Capital Advisors LLC | History | Added to | 180,928 | 17,417 | 1.03% | 0.84% | 133 | +30,724 | 20.45% | Q4 2025 | Jan 29, 2026 |
| SONATA CAPITAL GROUP INC | History | Reduced | 178,078 | 17,143 | 6.19% | 6.57% | 134 | -6,225 | -3.38% | Q4 2025 | Jan 26, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Added to | 174,268 | 16,776 | 0.35% | 0.36% | 135 | +2,321 | 1.35% | Q4 2025 | Feb 18, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | Added to | 173,610 | 16,713 | 1.21% | 1.22% | 136 | +11,811 | 7.3% | Q4 2025 | Feb 09, 2026 |
| COUNTRY TRUST BANK | History | Reduced | 171,261 | 16,487 | 0.3% | 1.04% | 137 | -320,363 | -65.16% | Q4 2025 | Jan 21, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 169,720 | 16,338 | 0.01% | 0.01% | 138 | +2,096 | 1.25% | Q4 2025 | Feb 17, 2026 |
| Private Advisor Group, LLC | History | Reduced | 168,929 | 16,262 | 0.08% | 0.08% | 139 | -5,563 | -3.19% | Q4 2025 | Feb 17, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 168,540 | 16,225 | 0.59% | 0.61% | 140 | +1,032 | 0.62% | Q4 2025 | Feb 02, 2026 |
| CULBERTSON A N & CO INC | History | Reduced | 167,938 | 16,167 | 2.22% | 2.32% | 141 | -1,950 | -1.15% | Q4 2025 | Jan 21, 2026 |
| UNIQUE WEALTH, LLC | History | Added to | 167,000 | 16,077 | 2.24% | 2.34% | 142 | +1,677 | 1.01% | Q4 2025 | Jan 06, 2026 |
| PATTON FUND MANAGEMENT, INC. | History | Added to | 166,102 | 15,990 | 2.14% | 2.85% | 143 | +1,703 | 1.04% | Q4 2025 | Jan 23, 2026 |
| BANK OF NOVA SCOTIA | History | No change | 165,390 | 15,922 | 0.02% | 0.03% | 144 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | Reduced | 163,335 | 15,724 | 0.23% | 0.24% | 146 | -3,423 | -2.05% | Q4 2025 | Feb 12, 2026 |
| WOODSTOCK CORP | History | Reduced | 163,334 | 15,724 | 1.35% | 1.37% | 145 | -377 | -0.23% | Q4 2025 | Jan 14, 2026 |
| Heck Capital Advisors, LLC | History | Added to | 160,539 | 15,455 | 1.15% | 0.86% | 147 | +45,939 | 40.09% | Q4 2025 | Jan 16, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 159,360 | 15,341 | 0.37% | 0.4% | 148 | +824 | 0.52% | Q4 2025 | Jan 29, 2026 |
| Fox Financial, Inc | History | Reduced | 156,557 | 15,071 | 12.02% | 12.09% | 149 | -877 | -0.56% | Q4 2025 | Feb 09, 2026 |
| Koss-Olinger Consulting, LLC | History | Reduced | 153,748 | 14,801 | 1.15% | 1.33% | 150 | -21,832 | -12.43% | Q4 2025 | Feb 10, 2026 |
| Bricktown Capital, LLC | History | No change | 152,264 | 14,658 | 2.47% | 2.42% | 151 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 146,668 | 14,119 | 0.04% | 0.04% | 152 | +9,444 | 6.88% | Q4 2025 | Feb 17, 2026 |
| Atlas Legacy Advisors, LLC | History | Added to | 143,667 | 13,836 | 2.42% | 2.39% | 153 | +15,172 | 11.81% | Q4 2025 | Jan 29, 2026 |
| Argent Trust Co | History | Added to | 141,758 | 13,647 | 0.47% | 0.45% | 154 | +11,282 | 8.65% | Q4 2025 | Feb 10, 2026 |
| Private Wealth Asset Management, LLC | History | Added to | 141,072 | 13,581 | 1.48% | 1.6% | 155 | +847 | 0.6% | Q4 2025 | Feb 10, 2026 |
| DAVENPORT & Co LLC | History | Added to | 140,153 | 13,492 | 0.07% | 0.02% | 156 | +103,353 | 280.85% | Q4 2025 | Jan 12, 2026 |
| BESSEMER GROUP INC | History | Added to | 140,006 | 13,479 | 0.02% | 0.02% | 157 | +12,376 | 9.7% | Q4 2025 | Feb 05, 2026 |
| GGM Financials LLC | History | Added to | 138,318 | 13,315 | 6.47% | 6.7% | 158 | +614 | 0.45% | Q4 2025 | Feb 04, 2026 |
| MOODY NATIONAL BANK TRUST DIVISION | History | Added to | 137,647 | 13,251 | 1.28% | 1.11% | 159 | +1,450 | 1.06% | Q4 2025 | Jan 12, 2026 |
| Three Bridge Wealth Advisors, LLC | History | Added to | 136,318 | 13,123 | 3.46% | 3.25% | 160 | +5,756 | 4.41% | Q4 2025 | Feb 10, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 134,905 | 12,987 | 0.23% | 0.24% | 161 | +10,493 | 8.43% | Q4 2025 | Jan 16, 2026 |
| WASHINGTON TRUST BANK | History | Added to | 134,405 | 12,939 | 0.91% | 0.94% | 162 | +1,530 | 1.15% | Q4 2025 | Feb 04, 2026 |
| STEPH & CO | History | Added to | 131,580 | 12,667 | 3.65% | 3.83% | 163 | +1,710 | 1.32% | Q4 2025 | Jan 23, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Reduced | 131,475 | 12,657 | 0.21% | 0.22% | 164 | -2,391 | -1.79% | Q4 2025 | Jan 28, 2026 |
| BAILARD, INC. | History | Reduced | 129,460 | 12,463 | 0.28% | 0.27% | 165 | -416 | -0.32% | Q4 2025 | Feb 04, 2026 |
| Ascent Group, LLC | History | Added to | 127,527 | 12,276 | 0.42% | 0.4% | 166 | +10,367 | 8.85% | Q4 2025 | Jan 20, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | New | 124,264 | 11,962 | 0.21% | — | 167 | +124,264 | New | Q4 2025 | Feb 19, 2026 |
| Taylor & Morgan Wealth Management, LLC | History | Added to | 120,984 | 11,647 | 6.53% | 6.98% | 168 | +3,270 | 2.78% | Q4 2025 | Jan 16, 2026 |
| TOMPKINS FINANCIAL CORP | History | Added to | 116,276 | 11,193 | 0.87% | 0.17% | 169 | +95,723 | 465.74% | Q4 2025 | Jan 08, 2026 |
| FIRST NATIONAL TRUST CO | History | Added to | 114,907 | 11,062 | 0.37% | 0.33% | 170 | +14,496 | 14.44% | Q4 2025 | Feb 09, 2026 |
| PROFFITT & GOODSON INC | History | Reduced | 112,075 | 10,789 | 1.5% | 1.57% | 171 | -1,649 | -1.45% | Q4 2025 | Jan 27, 2026 |
| EARNEST PARTNERS LLC | History | Added to | 111,586 | 10,742 | 0.05% | 0.01% | 172 | +96,417 | 635.62% | Q4 2025 | Feb 12, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | New | 110,393 | 10,627 | 0.08% | — | 173 | +110,393 | New | Q4 2025 | Feb 17, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 109,452 | 10,536 | 0.08% | 0.1% | 174 | -23,071 | -17.41% | Q4 2025 | Feb 12, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 109,275 | 10,519 | 0.13% | 0.14% | 175 | -7,353 | -6.3% | Q4 2025 | Jan 21, 2026 |
| PRAIRIEVIEW WEALTH PARTNERS, LLC | History | Added to | 108,983 | 10,491 | 9.52% | 9.47% | 176 | +4,527 | 4.33% | Q4 2025 | Feb 05, 2026 |
| BRIGHTON JONES LLC | History | Reduced | 108,050 | 10,401 | 0.38% | 0.25% | 177 | -310 | -0.29% | Q4 2025 | Jan 27, 2026 |
| FIRST HORIZON CORP | History | Reduced | 107,768 | 10,374 | 0.46% | 0.49% | 178 | -269 | -0.25% | Q4 2025 | Jan 27, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Added to | 103,245 | 9,939 | 0.96% | 0.93% | 179 | +2,617 | 2.6% | Q4 2025 | Feb 23, 2026 |
| StoneX Group Inc. | History | Added to | 103,095 | 9,925 | 0.43% | 0.4% | 180 | +8,653 | 9.16% | Q4 2025 | Feb 12, 2026 |
| GLENMEDE TRUST CO NA | History | New | 101,003 | 9,723 | 0.05% | — | 181 | +101,003 | New | Q4 2025 | Feb 17, 2026 |
| Strategic Financial Partners, Ltd. | History | Reduced | 99,728 | 9,600 | 4.16% | 5.79% | 182 | -31,266 | -23.87% | Q4 2025 | Feb 11, 2026 |
| FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC | History | Reduced | 98,295 | 9,462 | 0.97% | 0.99% | 183 | -183 | -0.19% | Q4 2025 | Jan 30, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 96,712 | 9,310 | 0.08% | 0.06% | 184 | +12,045 | 14.23% | Q4 2025 | Jan 05, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Reduced | 95,861 | 9,228 | 0.93% | 0.99% | 185 | -2,263 | -2.31% | Q4 2025 | Jan 27, 2026 |
| SAWGRASS ASSET MANAGEMENT LLC | History | No change | 94,358 | 9,083 | 1.14% | 1.13% | 186 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Goldstone Financial Group, LLC | History | Added to | 94,202 | 9,068 | 1.01% | 1.07% | 187 | +660 | 0.71% | Q4 2025 | Feb 13, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 93,640 | 9,014 | 0.01% | 0.01% | 188 | -58,724 | -38.54% | Q4 2025 | Feb 12, 2026 |
| Trust Point Inc. | History | Reduced | 92,764 | 8,930 | 0.71% | 0.74% | 189 | -1,555 | -1.65% | Q4 2025 | Jan 13, 2026 |
| Plan Group Financial, LLC | History | Reduced | 91,227 | 8,782 | 2.28% | 2.54% | 190 | -6,884 | -7.02% | Q4 2025 | Feb 03, 2026 |
| Hoxton Planning & Management, LLC | History | Added to | 91,145 | 8,774 | 2.62% | 2.74% | 191 | +2,879 | 3.26% | Q4 2025 | Feb 11, 2026 |
| Tanglewood Legacy Advisors, LLC | History | Added to | 91,059 | 8,766 | 3.29% | 3.37% | 192 | +799 | 0.89% | Q4 2025 | Feb 06, 2026 |
| WEST BANCORPORATION INC | History | Added to | 89,854 | 8,650 | 4.53% | 4.7% | 193 | +2,279 | 2.6% | Q4 2025 | Jan 29, 2026 |
| Rossmore Private Capital | History | Added to | 89,624 | 8,628 | 0.77% | 0.81% | 194 | +11,462 | 14.66% | Q4 2025 | Feb 05, 2026 |
| Haverford Trust Co | History | Added to | 89,314 | 8,598 | 0.08% | 0.08% | 195 | +474 | 0.53% | Q4 2025 | Feb 13, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Added to | 88,337 | 8,504 | 0.37% | 0.38% | 196 | +519 | 0.59% | Q4 2025 | Jan 29, 2026 |
| Independence Bank of Kentucky | History | Added to | 87,677 | 8,440 | 1.05% | 1.05% | 197 | +2,938 | 3.47% | Q4 2025 | Jan 20, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 86,605 | 8,337 | 0.02% | 0.03% | 198 | +48 | 0.06% | Q4 2025 | Feb 13, 2026 |
| Campion Asset Management | History | Reduced | 86,554 | 8,332 | 5.78% | 7.03% | 199 | -16,039 | -15.63% | Q4 2025 | Feb 17, 2026 |
| FULTON BANK, N.A. | History | Added to | 84,862 | 8,169 | 0.28% | 0.28% | 200 | +1,374 | 1.65% | Q4 2025 | Jan 08, 2026 |
| Paragon Private Wealth Management, LLC | History | Reduced | 84,311 | 8,116 | 2.49% | 2.69% | 201 | -805 | -0.95% | Q4 2025 | Feb 11, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 83,221 | 8,011 | 0.09% | 0.12% | 202 | -4,159 | -4.76% | Q4 2025 | Feb 03, 2026 |
| Savant Capital, LLC | History | Reduced | 82,003 | 7,894 | 0.04% | 0.05% | 203 | -70 | -0.09% | Q4 2025 | Feb 10, 2026 |
| Midwest Trust Co | History | Added to | 81,049 | 7,802 | 0.1% | 0.1% | 204 | +5,305 | 7.0% | Q4 2025 | Feb 04, 2026 |
| ARGENT CAPITAL MANAGEMENT LLC | History | New | 80,192 | 7,720 | 0.22% | — | 205 | +80,192 | New | Q4 2025 | Jan 05, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 79,779 | 7,680 | 0.1% | 0.1% | 206 | +1,328 | 1.69% | Q4 2025 | Jan 29, 2026 |
| SHELTON WEALTH MANAGEMENT, LLC | History | Added to | 78,830 | 7,588 | 3.25% | 2.71% | 207 | +16,864 | 27.21% | Q4 2025 | Jan 26, 2026 |
| Schneider Downs Wealth Management Advisors, LP | History | Added to | 78,722 | 7,578 | 0.85% | 0.86% | 208 | +3,580 | 4.76% | Q4 2025 | Feb 12, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 78,555 | 7,562 | 0.1% | 0.1% | 209 | +76 | 0.1% | Q4 2025 | Jan 30, 2026 |
| Diversified Trust Co | History | Reduced | 78,427 | 7,550 | 0.14% | 0.15% | 210 | -1,953 | -2.43% | Q4 2025 | Jan 09, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 78,027 | 7,511 | 0.13% | 0.17% | 211 | +2,548 | 3.38% | Q4 2025 | Feb 09, 2026 |
| Sincerus Advisory, LLC | History | Added to | 76,810 | 7,394 | 5.94% | 5.93% | 212 | +5,056 | 7.05% | Q4 2025 | Jan 08, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Reduced | 75,824 | 7,299 | 0.21% | 0.21% | 213 | -25 | -0.03% | Q4 2025 | Jan 12, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Reduced | 74,666 | 7,188 | 0.08% | 0.09% | 214 | -8,472 | -10.19% | Q4 2025 | Feb 12, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 74,411 | 7,163 | 0.47% | 0.49% | 215 | +637 | 0.86% | Q4 2025 | Jan 23, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | History | Reduced | 74,075 | 7,131 | 0.3% | 0.33% | 216 | -5,886 | -7.36% | Q4 2025 | Feb 13, 2026 |
| BEAM WEALTH ADVISORS, INC. | History | Added to | 73,330 | 7,059 | 1.94% | 1.9% | 217 | +1,139 | 1.58% | Q4 2025 | Feb 04, 2026 |
| Summit Wealth Partners, LLC | History | Reduced | 73,232 | 7,050 | 1.3% | 1.35% | 218 | -4,160 | -5.38% | Q4 2025 | Jan 27, 2026 |
| IFC Advisors LLC | History | Reduced | 72,291 | 6,959 | 1.02% | 1.3% | 219 | -1,419 | -1.93% | Q4 2025 | Feb 12, 2026 |
| Nadler Financial Group, Inc. | History | Added to | 72,087 | 6,939 | 0.65% | 0.65% | 220 | +1,004 | 1.41% | Q4 2025 | Jan 28, 2026 |
| FORTE ASSET MANAGEMENT LLC | History | Added to | 71,796 | 6,911 | 3.14% | 3.22% | 221 | +2,539 | 3.67% | Q4 2025 | Jan 16, 2026 |
| Modera Wealth Management, LLC | History | Added to | 71,691 | 6,901 | 0.08% | 0.08% | 222 | +1,054 | 1.49% | Q4 2025 | Jan 21, 2026 |
| CARRET ASSET MANAGEMENT, LLC | History | Added to | 71,535 | 6,886 | 0.65% | 0.67% | 223 | +326 | 0.46% | Q4 2025 | Feb 17, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 71,210 | 6,855 | 0.05% | 0.05% | 224 | -16 | -0.02% | Q4 2025 | Feb 13, 2026 |
| Summit Financial, LLC | History | Added to | 70,862 | 6,821 | 0.1% | 0.1% | 225 | +2,848 | 4.19% | Q4 2025 | Feb 13, 2026 |
| Chesapeake Wealth Management | History | Added to | 70,214 | 6,759 | 2.01% | 2.04% | 226 | +1,051 | 1.52% | Q4 2025 | Feb 03, 2026 |
| CITY HOLDING CO | History | Reduced | 69,754 | 6,715 | 0.83% | 0.85% | 227 | -387 | -0.55% | Q4 2025 | Jan 22, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 69,330 | 6,674 | 0.07% | 0.06% | 228 | +6,436 | 10.23% | Q4 2025 | Feb 13, 2026 |
| Westshore Wealth, LLC | History | Added to | 68,470 | 6,591 | 2.18% | 2.22% | 229 | +1,204 | 1.79% | Q4 2025 | Feb 25, 2026 |
| Tolleson Wealth Management, Inc. | History | Reduced | 68,370 | 6,581 | 0.95% | 1.04% | 230 | -1,315 | -1.89% | Q4 2025 | Feb 17, 2026 |
| FIRST MERCHANTS CORP | History | Reduced | 68,349 | 6,579 | 0.24% | 0.25% | 231 | -553 | -0.8% | Q4 2025 | Jan 12, 2026 |
| Winthrop Partners - WNY, LLC | History | New | 68,154 | 6,561 | 3.53% | — | 232 | +68,154 | New | Q4 2025 | Mar 12, 2026 |
| Capital Group Private Client Services, Inc. | History | Added to | 67,449 | 6,493 | 0.1% | 0.11% | 233 | +915 | 1.38% | Q4 2025 | Feb 11, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 64,486 | 6,470 | 0.16% | 0.16% | 234 | -416 | -0.64% | Q4 2025 | Jan 28, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 65,704 | 6,325 | 0.28% | 0.28% | 235 | -2,699 | -3.95% | Q4 2025 | Feb 17, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 65,442 | 6,300 | 0.04% | 0.04% | 236 | +11,153 | 20.54% | Q4 2025 | Feb 17, 2026 |
| Curi Capital, LLC | History | Reduced | 65,273 | 6,283 | 0.11% | 0.12% | 237 | -1,380 | -2.07% | Q4 2025 | Feb 17, 2026 |
| Baron Financial Group, LLC | History | Added to | 65,009 | 6,258 | 3.36% | 3.3% | 238 | +2,575 | 4.12% | Q4 2025 | Jan 09, 2026 |
| Advisory Services Network, LLC | History | Added to | 64,979 | 6,255 | 0.09% | 0.09% | 239 | +1,776 | 2.81% | Q4 2025 | Feb 17, 2026 |
| WESBANCO BANK INC | History | Added to | 64,846 | 6,242 | 0.17% | 0.17% | 240 | +12 | 0.02% | Q4 2025 | Feb 03, 2026 |
| CFM WEALTH PARTNERS LLC | History | Reduced | 63,558 | 6,118 | 0.88% | 0.92% | 241 | -2,148 | -3.27% | Q4 2025 | Jan 27, 2026 |
| TCV Trust & Wealth Management, Inc. | History | Reduced | 63,311 | 6,094 | 0.49% | 0.51% | 242 | -341 | -0.54% | Q4 2025 | Jan 23, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Added to | 62,581 | 6,071 | 0.18% | 0.08% | 243 | +49,459 | 376.92% | Q4 2025 | Feb 13, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Added to | 62,743 | 6,040 | 0.32% | 0.31% | 244 | +1,272 | 2.07% | Q4 2025 | Feb 11, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 62,700 | 6,036 | 0.2% | 0.19% | 245 | +5,393 | 9.41% | Q4 2025 | Feb 13, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 62,412 | 6,008 | 0.04% | 0.02% | 246 | +29,637 | 90.43% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Added to | 61,973 | 5,966 | 0.0% | 0.0% | 247 | +693 | 1.13% | Q4 2025 | Jan 29, 2026 |
| Orin Green Financial, LLC | History | Reduced | 61,837 | 5,953 | 2.38% | 2.54% | 248 | -3,924 | -5.97% | Q4 2025 | Feb 06, 2026 |
| Essex Financial Services, Inc. | History | Added to | 61,737 | 5,943 | 0.34% | 0.35% | 249 | +398 | 0.65% | Q4 2025 | Feb 10, 2026 |
| Sunburst Financial Group, LLC | History | Added to | 61,473 | 5,917 | 1.2% | 1.25% | 250 | +26 | 0.04% | Q4 2025 | Jan 21, 2026 |
| FineMark National Bank & Trust | History | Reduced | 61,035 | 5,875 | 0.18% | 0.19% | 251 | -196 | -0.32% | Q4 2025 | Feb 12, 2026 |
| Prosperity Consulting Group, LLC | History | Added to | 60,485 | 5,822 | 0.26% | 0.24% | 252 | +10,513 | 21.04% | Q4 2025 | Feb 17, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | Reduced | 60,040 | 5,780 | 0.67% | 0.74% | 253 | -51 | -0.08% | Q4 2025 | Feb 17, 2026 |
| Cornerstone Wealth Group, LLC | History | Reduced | 59,818 | 5,758 | 0.39% | 0.44% | 254 | -7,390 | -11.0% | Q4 2025 | Jan 26, 2026 |
| Global Retirement Partners, LLC | History | Added to | 59,704 | 5,747 | 0.1% | 0.08% | 255 | +22,192 | 59.16% | Q4 2025 | Feb 06, 2026 |
| Triumph Capital Management | History | Added to | 59,644 | 5,741 | 1.24% | 1.51% | 256 | +1,311 | 2.25% | Q4 2025 | Feb 12, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 59,539 | 5,731 | 0.71% | 0.75% | 257 | +235 | 0.4% | Q4 2025 | Feb 13, 2026 |
| St. Johns Investment Management Company, LLC | History | Added to | 59,185 | 5,697 | 2.38% | 2.32% | 258 | +2,710 | 4.8% | Q4 2025 | Jan 29, 2026 |
| MATRIX ASSET ADVISORS INC/NY | History | Added to | 58,927 | 5,672 | 0.51% | 0.52% | 259 | +910 | 1.57% | Q4 2025 | Jan 16, 2026 |
| EVOKE WEALTH, LLC | History | Added to | 58,788 | 5,659 | 0.11% | 0.11% | 260 | +34 | 0.06% | Q4 2025 | Feb 06, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | Added to | 58,687 | 5,649 | 0.44% | 0.49% | 261 | +2,272 | 4.03% | Q4 2025 | Jan 28, 2026 |
| CAHABA WEALTH MANAGEMENT, INC. | History | Added to | 57,950 | 5,578 | 0.39% | 0.4% | 262 | +275 | 0.48% | Q4 2025 | Jan 07, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Reduced | 57,634 | 5,548 | 0.37% | 0.39% | 263 | -1,764 | -2.97% | Q4 2025 | Jan 08, 2026 |
| NTV ASSET MANAGEMENT LLC | History | Reduced | 56,867 | 5,474 | 0.58% | 0.6% | 264 | -7 | -0.01% | Q4 2025 | Jan 20, 2026 |
| Carl P. Sherr & Co., LLC | History | Added to | 55,187 | 5,473 | 2.44% | 2.43% | 265 | +2,144 | 4.04% | Q4 2025 | Feb 09, 2026 |
| One Capital Management, LLC | History | Added to | 56,850 | 5,472 | 0.17% | 0.06% | 266 | +35,835 | 170.52% | Q4 2025 | Feb 10, 2026 |
| SMITH CHAS P & ASSOCIATES PA CPAS | History | Added to | 56,623 | 5,451 | 0.29% | 0.39% | 267 | +10,323 | 22.3% | Q4 2025 | Feb 09, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Added to | 56,320 | 5,421 | 0.04% | 0.03% | 268 | +1,674 | 3.06% | Q4 2025 | Feb 17, 2026 |
| Canopy Partners, LLC | History | Reduced | 56,176 | 5,408 | 1.76% | 1.82% | 269 | -121 | -0.21% | Q4 2025 | Feb 12, 2026 |
| Conservest Capital Advisors, Inc. | History | Reduced | 56,050 | 5,395 | 0.49% | 0.5% | 270 | -165 | -0.29% | Q4 2025 | Feb 12, 2026 |
| Acropolis Investment Management, LLC | History | Reduced | 55,923 | 5,383 | 0.24% | 0.26% | 271 | -229 | -0.41% | Q4 2025 | Jan 14, 2026 |
| SageView Advisory Group, LLC | History | Added to | 55,758 | 5,367 | 0.18% | 0.17% | 272 | +3,741 | 7.19% | Q4 2025 | Feb 17, 2026 |
| Johnson Financial Group, Inc. | History | Reduced | 55,609 | 5,353 | 0.2% | 0.22% | 273 | -6,467 | -10.42% | Q4 2025 | Feb 12, 2026 |
| HANCOCK WHITNEY CORP | History | Added to | 55,390 | 5,332 | 0.1% | 0.1% | 274 | +616 | 1.12% | Q4 2025 | Feb 17, 2026 |
| AMES NATIONAL CORP | History | Reduced | 55,062 | 5,300 | 3.1% | 3.34% | 275 | -3,140 | -5.4% | Q4 2025 | Feb 13, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 52,895 | 5,092 | 0.11% | 0.11% | 276 | +1,270 | 2.46% | Q4 2025 | Feb 05, 2026 |
| Smith Thornton Advisors LLC | History | Added to | 52,214 | 5,026 | 2.56% | 2.57% | 277 | +1,559 | 3.08% | Q4 2025 | Jan 14, 2026 |
| FDx Advisors, Inc. | History | Added to | 51,775 | 4,984 | 2.54% | 1.48% | 278 | +36 | 0.07% | Q4 2025 | Feb 10, 2026 |
| CANANDAIGUA NATIONAL BANK & TRUST CO | History | Reduced | 51,683 | 4,975 | 0.45% | 0.46% | 279 | -2,378 | -4.4% | Q4 2025 | Jan 30, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 50,812 | 4,891 | 0.05% | 0.06% | 280 | +380 | 0.75% | Q4 2025 | Feb 06, 2026 |
| CITIGROUP INC | History | Reduced | 50,718 | 4,882 | 0.0% | 0.0% | 281 | -12,697 | -20.02% | Q4 2025 | Feb 13, 2026 |
| EP Wealth Advisors, LLC | History | New | 50,371 | 4,849 | 0.03% | — | 282 | +50,371 | New | Q4 2025 | Feb 18, 2026 |
| Whitegate Investment Counselors, Inc. | History | Added to | 49,759 | 4,790 | 1.5% | 1.45% | 283 | +4,144 | 9.08% | Q4 2025 | Feb 10, 2026 |
| LPWM LLC | History | Added to | 49,147 | 4,731 | 1.19% | 1.2% | 284 | +2,693 | 5.8% | Q4 2025 | Jan 06, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 48,902 | 4,707 | 0.07% | 0.08% | 285 | -778 | -1.57% | Q4 2025 | Feb 12, 2026 |
| Smith & Howard Wealth Management, LLC | History | Added to | 48,442 | 4,661 | 1.05% | 1.02% | 286 | +2,708 | 5.92% | Q4 2025 | Feb 03, 2026 |
| Gryphon Financial Partners LLC | History | Added to | 48,271 | 4,647 | 0.5% | 0.43% | 287 | +9,465 | 24.39% | Q4 2025 | Jan 08, 2026 |
| Samalin Investment Counsel, LLC | History | Added to | 47,203 | 4,544 | 1.61% | 1.53% | 288 | +1,241 | 2.7% | Q4 2025 | Jan 30, 2026 |
| BTC Capital Management, Inc. | History | Added to | 47,200 | 4,543 | 0.32% | 0.3% | 289 | +1,444 | 3.16% | Q4 2025 | Jan 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 47,189 | 4,542 | 0.0% | 0.0% | 290 | -72,311 | -60.51% | Q4 2025 | Feb 17, 2026 |
| CHOREO, LLC | History | Reduced | 46,123 | 4,485 | 0.06% | 0.06% | 291 | -418 | -0.9% | Q4 2025 | Jan 23, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | Reduced | 46,503 | 4,476 | 0.44% | 0.46% | 292 | -1,308 | -2.74% | Q4 2025 | Jan 20, 2026 |
| MYCIO WEALTH PARTNERS, LLC | History | Reduced | 46,188 | 4,446 | 0.92% | 1.05% | 293 | -926 | -1.97% | Q4 2025 | Feb 10, 2026 |
| Centennial Bank/AR/ | History | Added to | 45,844 | 4,413 | 1.75% | 1.72% | 294 | +598 | 1.32% | Q4 2025 | Feb 17, 2026 |
| IHT Wealth Management, LLC | History | Added to | 44,620 | 4,347 | 0.11% | 0.1% | 295 | +3,238 | 7.82% | Q4 2025 | Feb 17, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 45,139 | 4,345 | 0.06% | 0.05% | 296 | +6,036 | 15.44% | Q4 2025 | Feb 02, 2026 |
| DAVIDSON TRUST CO | History | Added to | 44,442 | 4,278 | 1.78% | 1.76% | 297 | +180 | 0.41% | Q4 2025 | Jan 27, 2026 |
| HB Wealth Management, LLC | History | Reduced | 44,280 | 4,262 | 0.03% | 0.03% | 298 | -1,567 | -3.42% | Q4 2025 | Jan 28, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 43,976 | 4,233 | 0.06% | 0.06% | 299 | +6,664 | 17.86% | Q4 2025 | Feb 09, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Added to | 43,858 | 4,222 | 0.09% | 0.5% | 300 | +14,008 | 46.93% | Q4 2025 | Feb 17, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 43,510 | 4,188 | 0.13% | 0.13% | 301 | +3,034 | 7.5% | Q4 2025 | Feb 13, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 43,168 | 4,155 | 0.02% | 0.03% | 302 | +470 | 1.1% | Q4 2025 | Feb 03, 2026 |
| Legacy Trust | History | Added to | 42,910 | 4,130 | 0.77% | 0.43% | 304 | +20,370 | 90.37% | Q4 2025 | Jan 22, 2026 |
| Ballentine Partners, LLC | History | Reduced | 42,901 | 4,130 | 0.06% | 0.06% | 303 | -272 | -0.63% | Q4 2025 | Feb 03, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Reduced | 42,816 | 4,121 | 0.11% | 0.12% | 305 | -166 | -0.39% | Q4 2025 | Feb 03, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Added to | 42,768 | 4,117 | 0.27% | 0.27% | 306 | +254 | 0.6% | Q4 2025 | Jan 26, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Added to | 42,049 | 4,048 | 0.19% | 0.18% | 307 | +4,569 | 12.19% | Q4 2025 | Feb 04, 2026 |
| NVWM, LLC | History | Added to | 40,356 | 3,885 | 0.85% | 0.85% | 308 | +1,248 | 3.19% | Q4 2025 | Jan 20, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 39,916 | 3,884 | 0.01% | 0.0% | 309 | +24,782 | 163.75% | Q4 2025 | Jan 15, 2026 |
| Fiera Capital Corp | History | Reduced | 40,291 | 3,878 | 0.01% | 0.01% | 310 | -3,841 | -8.7% | Q4 2025 | Feb 11, 2026 |
| Daner Wealth Management, LLC | History | Added to | 37,882 | 3,872 | 2.37% | 2.25% | 311 | +1,539 | 4.23% | Q4 2025 | Feb 11, 2026 |
| Bedel Financial Consulting, Inc. | History | Added to | 40,210 | 3,871 | 0.42% | 0.45% | 312 | +3,517 | 9.58% | Q4 2025 | Jan 28, 2026 |
| Asset Management Group, Inc. | History | Added to | 39,498 | 3,802 | 0.61% | 0.62% | 313 | +124 | 0.31% | Q4 2025 | Feb 17, 2026 |
| SCS Capital Management LLC | History | Reduced | 39,478 | 3,800 | 0.04% | 0.04% | 314 | -998 | -2.47% | Q4 2025 | Feb 10, 2026 |
| ASPIRIANT, LLC | History | Added to | 39,325 | 3,785 | 0.11% | 0.12% | 315 | +14 | 0.04% | Q4 2025 | Jan 20, 2026 |
| Financial Engines Advisors L.L.C. | History | Added to | 39,233 | 3,776 | 0.01% | 0.01% | 316 | +1,679 | 4.47% | Q4 2025 | Feb 12, 2026 |
| Quantinno Capital Management LP | History | Added to | 39,041 | 3,758 | 0.01% | 0.01% | 317 | +13,688 | 53.99% | Q4 2025 | Feb 17, 2026 |
| Brick & Kyle, Associates | History | Reduced | 38,855 | 3,741 | 1.33% | 1.39% | 318 | -65 | -0.17% | Q4 2025 | Feb 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 38,080 | 3,665 | 0.0% | — | 319 | +38,080 | New | Q4 2025 | Feb 13, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | Added to | 37,802 | 3,639 | 0.02% | 0.0% | 320 | +32,021 | 553.9% | Q4 2025 | Jan 13, 2026 |
| Greykasell Wealth Strategies, Inc. | History | Added to | 37,391 | 3,599 | 1.42% | 1.51% | 321 | +299 | 0.81% | Q4 2025 | Feb 11, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 37,300 | 3,590 | 0.0% | 0.0% | 322 | +1,600 | 4.48% | Q4 2025 | Feb 17, 2026 |
| TFB Advisors LLC | History | Added to | 37,058 | 3,567 | 1.0% | 1.02% | 323 | +458 | 1.25% | Q4 2025 | Feb 13, 2026 |
| CAMBIENT FAMILY OFFICE, LLC | History | New | 36,980 | 3,560 | 0.51% | — | 324 | +36,980 | New | Q4 2025 | Feb 20, 2026 |
| SouthState Bank Corp | History | Added to | 36,812 | 3,543 | 0.16% | 0.16% | 325 | +1,772 | 5.06% | Q4 2025 | Feb 11, 2026 |
| Spire Wealth Management | History | Added to | 36,779 | 3,540 | 0.12% | 0.12% | 326 | +191 | 0.52% | Q4 2025 | Jan 14, 2026 |
| FCA CORP /TX | History | Added to | 36,584 | 3,521 | 0.99% | 0.95% | 327 | +982 | 2.76% | Q4 2025 | Feb 11, 2026 |
| Prospera Financial Services Inc | History | Reduced | 36,233 | 3,489 | 0.06% | 0.1% | 328 | -23,256 | -39.09% | Q4 2025 | Feb 09, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 36,209 | 3,485 | 0.26% | 0.29% | 329 | -2,649 | -6.82% | Q4 2025 | Jan 29, 2026 |
| COURIER CAPITAL LLC | History | Added to | 35,797 | 3,446 | 0.19% | 0.2% | 330 | +55 | 0.15% | Q4 2025 | Jan 29, 2026 |
| FLAGSTAR ADVISORS INC | History | Added to | 35,597 | 3,426 | 1.15% | 1.0% | 331 | +1,902 | 5.64% | Q4 2025 | Jan 13, 2026 |
| Elgethun Capital Management | History | No change | 35,515 | 3,419 | 0.59% | 0.62% | 332 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| CHAPIN DAVIS, INC. | History | Added to | 35,505 | 3,418 | 0.8% | 0.84% | 333 | +57 | 0.16% | Q4 2025 | Jan 30, 2026 |
| Elyxium Wealth, LLC | History | Reduced | 35,229 | 3,391 | 0.94% | 1.66% | 335 | -14,171 | -28.69% | Q4 2025 | Feb 05, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 35,233 | 3,391 | 0.13% | 0.13% | 334 | +37 | 0.11% | Q4 2025 | Feb 17, 2026 |
| MATHER GROUP, LLC. | History | Added to | 35,162 | 3,385 | 0.03% | 0.03% | 336 | +129 | 0.37% | Q4 2025 | Jan 13, 2026 |
| GRANVILLE CAPITAL, INC. | History | New | 35,060 | 3,375 | 1.79% | — | 337 | +35,060 | New | Q4 2025 | Feb 13, 2026 |
| AFT, FORSYTH & COMPANY, INC. | History | Added to | 35,015 | 3,370 | 1.45% | 1.62% | 338 | +8 | 0.02% | Q4 2025 | Feb 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 34,800 | 3,350 | 0.01% | 0.0% | 339 | +12,600 | 56.76% | Q4 2025 | Feb 12, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 34,783 | 3,348 | 0.29% | 0.28% | 340 | +1,500 | 4.51% | Q4 2025 | Jan 26, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | Reduced | 34,748 | 3,345 | 0.17% | 0.17% | 341 | -22 | -0.06% | Q4 2025 | Feb 02, 2026 |
| World Investment Advisors | History | Added to | 34,676 | 3,338 | 0.05% | 0.06% | 342 | +3,681 | 11.88% | Q4 2025 | Mar 12, 2026 |
| Pathway Financial Advisors LLC | History | No change | 33,355 | 3,330 | 0.42% | 0.43% | 343 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Atria Investments, Inc | History | Added to | 34,515 | 3,322 | 0.04% | 0.04% | 344 | +1,988 | 6.11% | Q4 2025 | Feb 05, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 34,381 | 3,309 | 0.07% | 0.08% | 345 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Northwest Wealth Advisors, LLC | History | New | 34,327 | 3,304 | 2.57% | — | 346 | +34,327 | New | Q4 2025 | Feb 06, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 33,969 | 3,270 | 0.0% | 0.0% | 347 | +27,919 | 461.47% | Q4 2025 | Feb 13, 2026 |
| GREENLEAF TRUST | History | Reduced | 33,872 | 3,260 | 0.03% | 0.04% | 348 | -10,295 | -23.31% | Q4 2025 | Jan 21, 2026 |
| VestGen Advisors, LLC | History | Reduced | 33,668 | 3,241 | 0.14% | 0.48% | 349 | -116,022 | -77.51% | Q4 2025 | Feb 17, 2026 |
| Richard P Slaughter Associates Inc | History | Reduced | 33,448 | 3,220 | 0.67% | 0.72% | 350 | -1,323 | -3.8% | Q4 2025 | Jan 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 33,430 | 3,218 | 0.0% | 0.0% | 351 | +17,931 | 115.69% | Q4 2025 | Feb 17, 2026 |
| Fort Point Capital Partners LLC | History | Reduced | 30,999 | 3,133 | 0.35% | 0.5% | 352 | -13,044 | -29.62% | Q4 2025 | Feb 13, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 32,334 | 3,112 | 0.08% | 0.08% | 353 | +75 | 0.23% | Q4 2025 | Jan 28, 2026 |
| LIFE LINE WEALTH MANAGEMENT LLC | History | Added to | 32,051 | 3,085 | 0.91% | 0.93% | 354 | +432 | 1.37% | Q4 2025 | Feb 04, 2026 |
| Sigma Planning Corp | History | Added to | 32,023 | 3,082 | 0.09% | 0.08% | 355 | +2,560 | 8.69% | Q4 2025 | Jan 30, 2026 |
| ALLIUM FINANCIAL ADVISORS, LLC | History | Added to | 31,804 | 3,061 | 2.43% | 2.22% | 356 | +3,963 | 14.23% | Q4 2025 | Feb 09, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 36,726 | 3,056 | 0.07% | 0.07% | 357 | -753 | -2.01% | Q4 2025 | Feb 11, 2026 |
| Sowell Financial Services LLC | History | Added to | 31,739 | 3,055 | 0.11% | 0.11% | 358 | +1,569 | 5.2% | Q4 2025 | Jan 21, 2026 |
| Finley Financial, LLC | History | Reduced | 31,495 | 3,032 | 1.39% | 1.53% | 359 | -2,670 | -7.82% | Q4 2025 | Jan 21, 2026 |
| ANCHOR CAPITAL ADVISORS LLC | History | Added to | 31,322 | 3,015 | 0.09% | 0.09% | 360 | +556 | 1.81% | Q4 2025 | Feb 10, 2026 |
| Summit Financial Strategies, Inc. | History | Reduced | 31,312 | 3,014 | 0.25% | 0.26% | 361 | -83 | -0.26% | Q4 2025 | Jan 27, 2026 |
| Allen Investment Management, LLC | History | No change | 31,000 | 2,984 | 0.03% | 0.03% | 362 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Motiv8 Investments LLC | History | Added to | 30,982 | 2,983 | 1.63% | 1.58% | 363 | +224 | 0.73% | Q4 2025 | Feb 13, 2026 |
| BUILDER INVESTMENT GROUP INC /ADV | History | Reduced | 30,916 | 2,976 | 0.64% | 0.68% | 364 | -240 | -0.77% | Q4 2025 | Jan 28, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 30,877 | 2,972 | 0.11% | 0.07% | 365 | +19,793 | 178.57% | Q4 2025 | Feb 04, 2026 |
| Procyon Advisors, LLC | History | Added to | 30,832 | 2,968 | 0.15% | 0.17% | 366 | +457 | 1.5% | Q4 2025 | Jan 07, 2026 |
| Evercore Wealth Management, LLC | History | Reduced | 30,489 | 2,935 | 0.04% | 0.04% | 367 | -125 | -0.41% | Q4 2025 | Feb 17, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Reduced | 30,453 | 2,931 | 0.16% | 0.17% | 368 | -3,256 | -9.66% | Q4 2025 | Feb 06, 2026 |
| HSBC HOLDINGS PLC | History | New | 29,974 | 2,885 | 0.0% | — | 369 | +29,974 | New | Q4 2025 | Mar 20, 2026 |
| HILLTOP WEALTH ADVISORS, LLC | History | Added to | 29,919 | 2,880 | 1.45% | 1.4% | 370 | +2,127 | 7.65% | Q4 2025 | Jan 14, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Reduced | 29,888 | 2,877 | 0.04% | 0.04% | 371 | -887 | -2.88% | Q4 2025 | Feb 10, 2026 |
| FAS Wealth Partners, Inc. | History | Reduced | 29,852 | 2,873 | 0.19% | 0.2% | 372 | -927 | -3.01% | Q4 2025 | Feb 18, 2026 |
| SMITH, MOORE & CO. | History | Added to | 29,759 | 2,864 | 0.22% | 0.21% | 373 | +1,946 | 7.0% | Q4 2025 | Jan 23, 2026 |
| HUB Investment Partners, LLC | History | Reduced | 29,677 | 2,857 | 0.07% | 0.1% | 374 | -32 | -0.11% | Q4 2025 | Feb 17, 2026 |
| KKM Financial LLC | History | No change | 29,651 | 2,854 | 0.51% | 0.9% | 375 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| SOA Wealth Advisors, LLC. | History | Added to | 29,397 | 2,830 | 0.48% | 0.44% | 376 | +2,784 | 10.46% | Q4 2025 | Jan 20, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 29,315 | 2,822 | 0.05% | 0.04% | 377 | +3,440 | 13.29% | Q4 2025 | Jan 22, 2026 |
| Grove Bank & Trust | History | Added to | 29,219 | 2,812 | 0.32% | 0.32% | 378 | +1,310 | 4.69% | Q4 2025 | Jan 08, 2026 |
| Fund Evaluation Group, LLC | History | No change | 29,075 | 2,799 | 0.09% | 0.1% | 379 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Narus Financial Partners, LLC | History | Reduced | 29,009 | 2,792 | 0.77% | 0.77% | 380 | -209 | -0.72% | Q4 2025 | Feb 09, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 28,979 | 2,789 | 0.03% | 0.03% | 381 | +8,821 | 43.76% | Q4 2025 | Jan 23, 2026 |
| FIRST UNITED BANK & TRUST | History | Reduced | 28,965 | 2,788 | 0.89% | 0.92% | 382 | -279 | -0.95% | Q4 2025 | Jan 21, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | Reduced | 28,952 | 2,787 | 0.15% | 0.18% | 383 | -3,617 | -11.11% | Q4 2025 | Feb 13, 2026 |
| COZAD ASSET MANAGEMENT INC | History | Reduced | 28,750 | 2,767 | 0.21% | 0.23% | 384 | -752 | -2.55% | Q4 2025 | Feb 13, 2026 |
| Pasadena Private Wealth, LLC | History | No change | 28,500 | 2,743 | 0.37% | 0.4% | 385 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Continuum Advisory, LLC | History | Added to | 28,365 | 2,730 | 0.27% | 0.2% | 386 | +8,819 | 45.12% | Q4 2025 | Feb 11, 2026 |
| Trivium Point Advisory, LLC | History | Reduced | 28,241 | 2,718 | 0.27% | 0.29% | 387 | -887 | -3.05% | Q4 2025 | Jan 26, 2026 |
| JSF Financial, LLC | History | Reduced | 28,113 | 2,706 | 0.56% | 0.6% | 388 | -68 | -0.24% | Q4 2025 | Feb 04, 2026 |
| May Barnhard Investments LLC | History | No change | 28,043 | 2,699 | 1.28% | 1.26% | 389 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Erste Asset Management GmbH | History | New | 27,900 | 2,685 | 0.02% | — | 390 | +27,900 | New | Q4 2025 | Feb 11, 2026 |
| Lee-Kelleher Wealth Management | History | No change | 27,899 | 2,685 | 1.6% | 1.66% | 391 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| GAMMA Investing LLC | History | Added to | 27,840 | 2,680 | 0.13% | 0.14% | 392 | +621 | 2.28% | Q4 2025 | Jan 05, 2026 |
| Frank, Rimerman Advisors LLC | History | Reduced | 27,665 | 2,663 | 0.17% | 0.17% | 393 | -363 | -1.3% | Q4 2025 | Jan 15, 2026 |
| CATALYST FINANCIAL PARTNERS LLC | History | Added to | 27,503 | 2,647 | 0.3% | 0.32% | 394 | +321 | 1.18% | Q4 2025 | Feb 04, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Reduced | 27,464 | 2,643 | 0.29% | 0.31% | 395 | -827 | -2.92% | Q4 2025 | Feb 18, 2026 |
| Valmark Advisers, Inc. | History | Added to | 27,306 | 2,628 | 0.03% | 0.03% | 396 | +240 | 0.89% | Q4 2025 | Jan 26, 2026 |
| HT Partners LLC | History | No change | 26,956 | 2,595 | 0.77% | 0.8% | 397 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| DOVER ADVISORS, LLC | History | Reduced | 26,847 | 2,584 | 1.0% | 1.11% | 398 | -2,014 | -6.98% | Q4 2025 | Feb 10, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Reduced | 26,684 | 2,568 | 0.19% | 0.2% | 399 | -548 | -2.01% | Q4 2025 | Feb 04, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 26,608 | 2,561 | 0.09% | 0.07% | 400 | +6,373 | 31.49% | Q4 2025 | Feb 04, 2026 |
| Resonant Capital Advisors, LLC | History | No change | 26,391 | 2,540 | 0.14% | 0.15% | 401 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Chokshi & Queen Wealth Advisors, Inc | History | Reduced | 26,371 | 2,538 | 1.33% | 1.44% | 402 | -1,873 | -6.63% | Q4 2025 | Feb 17, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 26,160 | 2,518 | 0.14% | 0.15% | 403 | +45 | 0.17% | Q4 2025 | Jan 14, 2026 |
| Merit Financial Group, LLC | History | Added to | 26,085 | 2,511 | 0.02% | 0.02% | 404 | +2,689 | 11.49% | Q4 2025 | Jan 26, 2026 |
| NEW SOUTH CAPITAL MANAGEMENT INC | History | Reduced | 25,800 | 2,483 | 0.11% | 0.15% | 405 | -7,930 | -23.51% | Q4 2025 | Feb 12, 2026 |
| Litman Gregory Wealth Management LLC | History | No change | 25,653 | 2,469 | 0.18% | 0.18% | 406 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Madison Asset Management, LLC | History | Added to | 25,602 | 2,464 | 0.03% | 0.01% | 407 | +19,298 | 306.12% | Q4 2025 | Feb 04, 2026 |
| Arkadios Wealth Advisors | History | Added to | 25,557 | 2,460 | 0.05% | 0.03% | 408 | +10,801 | 73.2% | Q4 2025 | Feb 13, 2026 |
| Indiana Trust & Investment Management Co | History | Reduced | 25,265 | 2,432 | 0.72% | 0.75% | 409 | -160 | -0.63% | Q4 2025 | Jan 21, 2026 |
| Denver PWM, LLC | History | No change | 26,450 | 2,432 | 0.81% | 0.76% | 410 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 25,259 | 2,431 | 0.09% | 0.08% | 411 | +5,290 | 26.49% | Q4 2025 | Feb 06, 2026 |
| Marquette Asset Management, LLC | History | Reduced | 25,075 | 2,413 | 0.36% | 0.4% | 412 | -1,699 | -6.35% | Q4 2025 | Jan 16, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | Added to | 25,012 | 2,407 | 0.41% | 0.41% | 413 | +241 | 0.97% | Q4 2025 | Jan 27, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 25,000 | 2,406 | 0.0% | 0.0% | 414 | -842 | -3.26% | Q4 2025 | Feb 17, 2026 |
| DAGCO, INC. | History | Reduced | 24,962 | 2,403 | 0.56% | 0.63% | 415 | -942 | -3.64% | Q4 2025 | Jan 08, 2026 |
| St. Clair Advisors, LLC | History | Added to | 24,925 | 2,399 | 0.62% | 0.57% | 416 | +2,550 | 11.4% | Q4 2025 | Jan 20, 2026 |
| Aprio Wealth Management, LLC | History | Reduced | 3,915 | 2,394 | 0.14% | 0.04% | 417 | -158 | -3.88% | Q4 2025 | Jan 29, 2026 |
| Evensky & Katz LLC | History | Added to | 24,797 | 2,387 | 0.13% | 0.14% | 418 | +23 | 0.09% | Q4 2025 | Feb 05, 2026 |
| Goelzer Investment Management, Inc. | History | Reduced | 24,765 | 2,384 | 0.11% | 0.13% | 419 | -576 | -2.27% | Q4 2025 | Jan 14, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 24,687 | 2,376 | 0.12% | 0.05% | 420 | +15,849 | 179.33% | Q4 2025 | Mar 04, 2026 |
| Meridian Financial Partners LLC | History | No change | 23,482 | 2,368 | 0.94% | 0.95% | 421 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 24,388 | 2,347 | 0.01% | 0.01% | 422 | +2,751 | 12.71% | Q4 2025 | Jan 27, 2026 |
| Busey Bank | History | Reduced | 24,336 | 2,342 | 0.06% | 0.07% | 423 | -42 | -0.17% | Q4 2025 | Jan 27, 2026 |
| ABLE Financial Group, LLC | History | Reduced | 24,216 | 2,331 | 0.47% | 0.51% | 424 | -369 | -1.5% | Q4 2025 | Jan 23, 2026 |
| Sepio Capital, LP | History | New | 24,072 | 2,317 | 0.13% | — | 425 | +24,072 | New | Q4 2025 | Feb 12, 2026 |
| Brooklyn Investment Group | History | Added to | 23,636 | 2,303 | 0.11% | 0.06% | 427 | +16,556 | 233.84% | Q4 2025 | Feb 12, 2026 |
| SVB WEALTH LLC | History | Added to | 23,924 | 2,303 | 0.14% | 0.12% | 426 | +1,547 | 6.91% | Q4 2025 | Feb 04, 2026 |
| Alley Investment Management Company, LLC | History | Reduced | 23,729 | 2,284 | 0.27% | 0.27% | 428 | -80 | -0.34% | Q4 2025 | Jan 27, 2026 |
| MIDDLETON & CO INC/MA | History | Reduced | 23,678 | 2,279 | 0.24% | 0.25% | 429 | -220 | -0.92% | Q4 2025 | Jan 29, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 23,531 | 2,265 | 0.03% | 0.03% | 430 | -200 | -0.84% | Q4 2025 | Feb 05, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 23,513 | 2,263 | 0.04% | 0.05% | 431 | -1,613 | -6.42% | Q4 2025 | Jan 14, 2026 |
| Farmers & Merchants Trust Co of Long Beach | History | No change | 23,308 | 2,243 | 0.51% | 0.48% | 432 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Parallel Advisors, LLC | History | Added to | 23,214 | 2,234 | 0.04% | 0.04% | 433 | +1,924 | 9.04% | Q4 2025 | Feb 11, 2026 |
| Oliver Luxxe Assets LLC | History | Reduced | 23,194 | 2,232 | 0.34% | 0.36% | 434 | -342 | -1.45% | Q4 2025 | Jan 08, 2026 |
| Venture Visionary Partners LLC | History | Reduced | 23,131 | 2,226 | 0.07% | 0.08% | 435 | -115 | -0.49% | Q4 2025 | Feb 13, 2026 |
| Wealthfront Advisers LLC | History | Added to | 23,026 | 2,216 | 0.0% | 0.0% | 436 | +4,284 | 22.86% | Q4 2025 | Jan 30, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | Reduced | 22,954 | 2,209 | 0.14% | 0.15% | 437 | -248 | -1.07% | Q4 2025 | Jan 20, 2026 |
| LCNB CORP | History | Reduced | 22,691 | 2,184 | 0.73% | 0.77% | 438 | -180 | -0.79% | Q4 2025 | Feb 10, 2026 |
| Ellenbecker Investment Group | History | Reduced | 22,679 | 2,183 | 0.31% | 0.33% | 439 | -210 | -0.92% | Q4 2025 | Jan 30, 2026 |
| WELCH & FORBES LLC | History | Reduced | 22,555 | 2,171 | 0.03% | 0.03% | 440 | -277 | -1.21% | Q4 2025 | Feb 10, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 22,548 | 2,170 | 0.11% | 0.14% | 441 | -1,490 | -6.2% | Q4 2025 | Jan 26, 2026 |
| Gilman Hill Asset Management, LLC | History | Reduced | 22,481 | 2,164 | 0.34% | 0.45% | 442 | -7,228 | -24.33% | Q4 2025 | Jan 12, 2026 |
| EASTERN BANK | History | Reduced | 22,290 | 2,145 | 0.04% | 0.06% | 443 | -10,209 | -31.41% | Q4 2025 | Jan 14, 2026 |
| Venturi Wealth Management, LLC | History | No change | 22,280 | 2,144 | 0.1% | 0.1% | 444 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| FIDUCIARY TRUST CO | History | Added to | 22,225 | 2,139 | 0.02% | 0.02% | 445 | +894 | 4.19% | Q4 2025 | Feb 13, 2026 |
| Heritage Wealth Advisors | History | Reduced | 22,225 | 2,139 | 0.08% | 0.09% | 446 | -80 | -0.36% | Q4 2025 | Feb 13, 2026 |
| APPLETON PARTNERS INC/MA | History | Reduced | 22,150 | 2,132 | 0.14% | 0.15% | 447 | -630 | -2.77% | Q4 2025 | Jan 09, 2026 |
| BURKE & HERBERT BANK & TRUST CO | History | Reduced | 22,102 | 2,127 | 0.59% | 0.9% | 448 | -21,436 | -49.24% | Q4 2025 | Feb 12, 2026 |
| WEATHERLY ASSET MANAGEMENT L. P. | History | No change | 22,086 | 2,126 | 0.16% | 0.18% | 449 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Allworth Financial LP | History | New | 21,783 | 2,097 | 0.01% | — | 450 | +21,783 | New | Q4 2025 | Feb 05, 2026 |
| Crescent Grove Advisors, LLC | History | Added to | 21,781 | 2,096 | 0.19% | 0.19% | 451 | +1,357 | 6.64% | Q4 2025 | Feb 11, 2026 |
| Chesley Taft & Associates LLC | History | Added to | 21,723 | 2,091 | 0.08% | 0.09% | 452 | +150 | 0.7% | Q4 2025 | Jan 14, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 20,721 | 2,088 | 0.07% | 0.04% | 453 | +9,149 | 79.06% | Q4 2025 | Jan 23, 2026 |
| COREPATH WEALTH PARTNERS LLC | History | Added to | 20,770 | 2,079 | 1.39% | 1.21% | 454 | +3,660 | 21.39% | Q4 2025 | Jan 15, 2026 |
| BG Investment Services, LLC | History | Reduced | 21,557 | 2,075 | 1.85% | 2.17% | 455 | -1,285 | -5.63% | Q4 2025 | Feb 05, 2026 |
| 1ST SOURCE BANK | History | Reduced | 21,444 | 2,064 | 0.11% | 0.11% | 456 | -276 | -1.27% | Q4 2025 | Feb 05, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 21,247 | 2,045 | 0.11% | 0.11% | 457 | +24 | 0.11% | Q4 2025 | Feb 05, 2026 |
| BankPlus Wealth Management LLC | History | Added to | 21,206 | 2,041 | 1.13% | 1.18% | 458 | +498 | 2.4% | Q4 2025 | Feb 04, 2026 |
| Nvest Financial, LLC | History | Added to | 21,195 | 2,040 | 0.85% | 0.93% | 459 | +4,486 | 26.85% | Q4 2025 | Feb 10, 2026 |
| HORAN Wealth, LLC | History | Added to | 21,118 | 2,032 | 0.31% | 0.32% | 460 | +16 | 0.08% | Q4 2025 | Feb 04, 2026 |
| Manchester Capital Management LLC | History | No change | 21,068 | 2,028 | 0.28% | 0.28% | 461 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 20,947 | 2,016 | 0.1% | 0.1% | 462 | -16 | -0.08% | Q4 2025 | Jan 20, 2026 |
| Americana Partners, LLC | History | Added to | 20,760 | 1,998 | 0.05% | 0.06% | 463 | +33 | 0.16% | Q4 2025 | Feb 06, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Added to | 20,750 | 1,997 | 0.04% | 0.04% | 464 | +353 | 1.73% | Q4 2025 | Feb 10, 2026 |
| Guardian Wealth Advisors, LLC | History | Reduced | 20,378 | 1,961 | 1.11% | 1.13% | 465 | -334 | -1.61% | Q4 2025 | Feb 02, 2026 |
| SWMG, LLC | History | Added to | 19,213 | 1,955 | 0.54% | 0.53% | 466 | +1,002 | 5.5% | Q4 2025 | Feb 10, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 20,270 | 1,951 | 0.04% | 0.04% | 467 | -577 | -2.77% | Q4 2025 | Jan 07, 2026 |
| Farmers National Bank | History | New | 20,160 | 1,940 | 0.43% | — | 468 | +20,160 | New | Q4 2025 | Mar 12, 2026 |
| Roble, Belko & Company, Inc | History | Reduced | 20,090 | 1,934 | 0.25% | 0.27% | 469 | -313 | -1.53% | Q4 2025 | Jan 12, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 20,000 | 1,925 | 0.0% | 0.0% | 471 | +2,500 | 14.29% | Q4 2025 | Feb 12, 2026 |
| Ancora Advisors LLC | History | Added to | 20,001 | 1,925 | 0.04% | 0.04% | 470 | +300 | 1.52% | Q4 2025 | Feb 17, 2026 |
| Climber Capital SA | History | New | 21,152 | 1,924 | 1.25% | — | 472 | +21,152 | New | Q4 2025 | Feb 03, 2026 |
| MBL Wealth, LLC | History | Added to | 19,919 | 1,917 | 0.15% | 0.15% | 473 | +2,225 | 12.57% | Q4 2025 | Jan 21, 2026 |
| Columbus Macro, LLC | History | Added to | 19,881 | 1,913 | 0.21% | 0.21% | 474 | +787 | 4.12% | Q4 2025 | Jan 15, 2026 |
| Clark Capital Management Group, Inc. | History | Added to | 19,854 | 1,911 | 0.01% | 0.01% | 475 | +8,165 | 69.85% | Q4 2025 | Feb 17, 2026 |
| TSG Advice Partners, LLC | History | New | 19,778 | 1,904 | 0.29% | — | 476 | +19,778 | New | Q4 2025 | Feb 17, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 19,718 | 1,898 | 0.05% | 0.05% | 477 | +1,031 | 5.52% | Q4 2025 | Feb 09, 2026 |
| SAXON INTERESTS, INC. | History | Reduced | 19,716 | 1,898 | 0.67% | 0.74% | 479 | -80 | -0.4% | Q4 2025 | Feb 13, 2026 |
| Boston Trust Walden Corp | History | No change | 19,725 | 1,898 | 0.01% | 0.01% | 478 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| WATERS PARKERSON & CO., LLC | History | Reduced | 19,691 | 1,895 | 0.09% | 0.1% | 480 | -500 | -2.48% | Q4 2025 | Feb 12, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 19,677 | 1,894 | 0.05% | 0.05% | 481 | -679 | -3.34% | Q4 2025 | Jan 23, 2026 |
| Simmons Bank | History | No change | 19,569 | 1,883 | 0.13% | 0.13% | 482 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Zhang Financial LLC | History | Added to | 19,533 | 1,880 | 0.07% | 0.08% | 483 | +9 | 0.05% | Q4 2025 | Feb 10, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 19,509 | 1,878 | 0.11% | 0.1% | 484 | +1,947 | 11.09% | Q4 2025 | Jan 20, 2026 |
| SOUTHERN CAPITAL ADVISORS, LLC | History | Added to | 19,329 | 1,860 | 0.86% | 0.83% | 485 | +989 | 5.39% | Q4 2025 | Jan 28, 2026 |
| Montecito Bank & Trust | History | Reduced | 19,277 | 1,855 | 0.3% | 0.29% | 486 | -32 | -0.17% | Q4 2025 | Jan 09, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 19,192 | 1,847 | 0.01% | 0.01% | 487 | +2,616 | 15.78% | Q4 2025 | Feb 11, 2026 |
| PEOPLES BANK /OH | History | Reduced | 18,973 | 1,826 | 1.13% | 1.13% | 488 | -19 | -0.1% | Q4 2025 | Jan 29, 2026 |
| Fairway Wealth LLC | History | Added to | 18,911 | 1,820 | 0.49% | 0.51% | 489 | +69 | 0.37% | Q4 2025 | Jan 28, 2026 |
| Arax Advisory Partners | History | New | 18,866 | 1,816 | 0.05% | — | 490 | +18,866 | New | Q4 2025 | Feb 13, 2026 |
| Csenge Advisory Group | History | Added to | 18,845 | 1,814 | 0.08% | 0.09% | 491 | +4 | 0.02% | Q4 2025 | Feb 06, 2026 |
| PRIVATE MANAGEMENT GROUP INC | History | No change | 18,805 | 1,810 | 0.05% | 0.05% | 492 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Financial Partners Group, Inc | History | Added to | 18,217 | 1,806 | 0.21% | 0.21% | 493 | +768 | 4.4% | Q4 2025 | Feb 03, 2026 |
| RAINIER FAMILY WEALTH INC | History | Added to | 18,736 | 1,803 | 1.36% | 1.36% | 494 | +2,913 | 18.41% | Q4 2025 | Jan 20, 2026 |
| Legacy Bridge, LLC | History | Reduced | 18,724 | 1,802 | 0.73% | 0.75% | 495 | -70 | -0.37% | Q4 2025 | Jan 23, 2026 |
| FMB WEALTH MANAGEMENT | History | Added to | 18,651 | 1,795 | 0.71% | 0.75% | 496 | +429 | 2.35% | Q4 2025 | Jan 22, 2026 |
| CONNING INC. | History | Reduced | 18,612 | 1,791 | 0.06% | 0.07% | 497 | -1,986 | -9.64% | Q4 2025 | Feb 05, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 18,541 | 1,784 | 0.05% | 0.05% | 498 | -76 | -0.41% | Q4 2025 | Jan 07, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 18,487 | 1,779 | 0.08% | 0.09% | 499 | -1,094 | -5.59% | Q4 2025 | Feb 17, 2026 |
| Belpointe Asset Management LLC | History | Added to | 18,485 | 1,779 | 0.06% | 0.07% | 500 | +4 | 0.02% | Q4 2025 | Jan 27, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 18,346 | 1,766 | 0.08% | 0.09% | 501 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Asset Allocation Strategies LLC | History | Reduced | 18,303 | 1,762 | 0.33% | 0.39% | 502 | -2,150 | -10.51% | Q4 2025 | Feb 13, 2026 |
| Choate Investment Advisors | History | Reduced | 18,242 | 1,756 | 0.03% | 0.04% | 503 | -470 | -2.51% | Q4 2025 | Feb 09, 2026 |
| PFG Investments, LLC | History | Reduced | 18,184 | 1,750 | 0.08% | 0.1% | 504 | -946 | -4.95% | Q4 2025 | Jan 26, 2026 |
| Virtue Capital Management, LLC | History | New | 26,696 | 1,744 | 0.27% | — | 505 | +26,696 | New | Q4 2025 | Feb 18, 2026 |
| Atala Financial Inc | History | Added to | 18,040 | 1,736 | 1.11% | 1.06% | 506 | +498 | 2.84% | Q4 2025 | Jan 23, 2026 |
| DAVIS R M INC | History | Added to | 17,854 | 1,718 | 0.03% | 0.03% | 507 | +383 | 2.19% | Q4 2025 | Feb 12, 2026 |
| MATRIX PRIVATE CAPITAL GROUP LLC | History | Added to | 17,766 | 1,710 | 0.87% | 0.88% | 509 | +600 | 3.5% | Q4 2025 | Feb 17, 2026 |
| Newport Capital Group, LLC | History | Added to | 17,770 | 1,710 | 1.05% | 1.08% | 508 | +13 | 0.07% | Q4 2025 | Feb 13, 2026 |
| Clear Harbor Asset Management, LLC | History | Added to | 17,747 | 1,708 | 0.12% | 0.12% | 510 | +78 | 0.44% | Q4 2025 | Feb 10, 2026 |
| HBK Sorce Advisory LLC | History | Added to | 16,763 | 1,706 | 0.04% | 0.04% | 511 | +264 | 1.6% | Q4 2025 | Feb 09, 2026 |
| Investors Research Corp | History | No change | 17,704 | 1,704 | 0.31% | 0.32% | 512 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| Roundview Capital LLC | History | Added to | 17,674 | 1,701 | 0.1% | 0.11% | 513 | +36 | 0.2% | Q4 2025 | Feb 09, 2026 |
| Sage Capital Advisors,llc | History | Added to | 17,613 | 1,695 | 0.4% | 0.4% | 514 | +48 | 0.27% | Q4 2025 | Jan 06, 2026 |
| Leo Wealth, LLC | History | Added to | 17,582 | 1,692 | 0.12% | 0.22% | 515 | +71 | 0.41% | Q4 2025 | Jan 21, 2026 |
| WHITE PINE CAPITAL LLC | History | Reduced | 17,457 | 1,680 | 0.46% | 0.49% | 516 | -90 | -0.51% | Q4 2025 | Feb 09, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Added to | 17,402 | 1,675 | 0.09% | 0.08% | 517 | +2,500 | 16.78% | Q4 2025 | Jan 13, 2026 |
| Crumly & Associates Inc. | History | Reduced | 17,403 | 1,675 | 0.35% | 0.37% | 518 | -30 | -0.17% | Q4 2025 | Jan 14, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | No change | 16,870 | 1,674 | 0.38% | 0.42% | 519 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| WestHill Financial Advisors, Inc. | History | Added to | 17,382 | 1,673 | 0.32% | 0.31% | 520 | +898 | 5.45% | Q4 2025 | Jan 21, 2026 |
| MidWestOne Financial Group, Inc. | History | Reduced | 17,130 | 1,649 | 0.18% | 0.21% | 521 | -1,003 | -5.53% | Q4 2025 | Feb 12, 2026 |
| Strategic Advisors LLC | History | Reduced | 16,916 | 1,628 | 0.25% | 0.27% | 522 | -320 | -1.86% | Q4 2025 | Feb 10, 2026 |
| Plum Street Advisors, LLC | History | Reduced | 16,884 | 1,625 | 0.58% | 0.63% | 523 | -37 | -0.22% | Q4 2025 | Feb 13, 2026 |
| Evernest Financial Advisors, LLC | History | Reduced | 15,912 | 1,624 | 0.34% | 0.64% | 524 | -7,595 | -32.31% | Q4 2025 | Feb 13, 2026 |
| Fulcrum Capital LLC | History | Reduced | 16,863 | 1,623 | 0.33% | 0.34% | 525 | -307 | -1.79% | Q4 2025 | Jan 15, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 16,858 | 1,622 | 0.08% | 0.08% | 526 | +374 | 2.27% | Q4 2025 | Feb 13, 2026 |
| Caprock Group, LLC | History | Added to | 16,794 | 1,616 | 0.03% | 0.01% | 527 | +11,842 | 239.14% | Q4 2025 | Jan 28, 2026 |
| BOSTON FAMILY OFFICE LLC | History | Added to | 16,729 | 1,611 | 0.1% | 0.1% | 528 | +159 | 0.96% | Q4 2025 | Feb 13, 2026 |
| Pallas Capital Advisors LLC | History | Reduced | 16,700 | 1,607 | 0.05% | 0.06% | 529 | -133 | -0.79% | Q4 2025 | Jan 14, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 16,685 | 1,606 | 0.02% | 0.04% | 530 | -24,543 | -59.53% | Q4 2025 | Feb 13, 2026 |
| St. Louis Trust Co | History | New | 16,660 | 1,603 | 0.18% | — | 531 | +16,660 | New | Q4 2025 | Feb 09, 2026 |
| HERITAGE INVESTORS MANAGEMENT CORP | History | Reduced | 16,625 | 1,600 | 0.05% | 0.05% | 532 | -225 | -1.34% | Q4 2025 | Feb 06, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 16,581 | 1,596 | 0.04% | 0.03% | 533 | +3,967 | 31.45% | Q4 2025 | Feb 17, 2026 |
| Carroll Advisory Group, LLC | History | New | 16,464 | 1,584 | 0.69% | — | 534 | +16,464 | New | Q4 2025 | Feb 09, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Reduced | 16,390 | 1,577 | 0.14% | 0.16% | 535 | -151 | -0.91% | Q4 2025 | Jan 30, 2026 |
| Well Done, LLC | History | Added to | 16,336 | 1,572 | 0.23% | 0.26% | 536 | +623 | 3.96% | Q4 2025 | Jan 13, 2026 |
| IFG Advisors, LLC | History | Added to | 16,292 | 1,568 | 0.26% | 0.24% | 537 | +1,028 | 6.73% | Q4 2025 | Jan 13, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 16,264 | 1,565 | 0.0% | 0.0% | 538 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Baker Ellis Asset Management LLC | History | No change | 16,214 | 1,560 | 0.19% | 0.19% | 539 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | Reduced | 16,172 | 1,556 | 0.08% | 0.08% | 540 | -511 | -3.06% | Q4 2025 | Feb 11, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Reduced | 16,140 | 1,553 | 0.17% | 0.2% | 541 | -2,519 | -13.5% | Q4 2025 | Jan 28, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | New | 16,085 | 1,548 | 0.02% | — | 542 | +16,085 | New | Q4 2025 | Feb 13, 2026 |
| MOULTON WEALTH MANAGEMENT, INC | History | Reduced | 15,871 | 1,544 | 1.46% | 1.12% | 544 | -109 | -0.68% | Q4 2025 | Jan 13, 2026 |
| FIRST HAWAIIAN BANK | History | Reduced | 16,047 | 1,544 | 0.21% | 0.2% | 543 | -19 | -0.12% | Q4 2025 | Jan 05, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 16,037 | 1,543 | 0.03% | 0.03% | 545 | +970 | 6.44% | Q4 2025 | Feb 12, 2026 |
| SigFig Wealth Management, LLC | History | Added to | 15,998 | 1,540 | 0.05% | 0.01% | 546 | +13,595 | 565.75% | Q4 2025 | Jan 16, 2026 |
| RFG - Bristol Wealth Advisors, LLC | History | Added to | 15,986 | 1,538 | 0.43% | 0.09% | 547 | +12,841 | 408.3% | Q4 2025 | Jan 23, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 15,927 | 1,533 | 0.11% | 0.12% | 548 | -15 | -0.09% | Q4 2025 | Feb 13, 2026 |
| Compton Wealth Advisory Group, LLC | History | Added to | 15,901 | 1,530 | 0.33% | 0.36% | 549 | +1 | 0.01% | Q4 2025 | Jan 13, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | No change | 15,798 | 1,520 | 0.1% | 0.11% | 550 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | History | Added to | 15,239 | 1,467 | 0.05% | 0.06% | 551 | +61 | 0.4% | Q4 2025 | Feb 13, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Added to | 15,223 | 1,465 | 0.18% | 0.17% | 553 | +57 | 0.38% | Q4 2025 | Feb 13, 2026 |
| WEBSTER BANK, N. A. | History | No change | 15,227 | 1,465 | 0.14% | 0.14% | 552 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Avior Wealth Management, LLC | History | Added to | 15,211 | 1,464 | 0.05% | 0.05% | 554 | +295 | 1.98% | Q4 2025 | Jan 06, 2026 |
| GC Wealth Management RIA, LLC | History | New | 15,163 | 1,459 | 0.05% | — | 555 | +15,163 | New | Q4 2025 | Jan 30, 2026 |
| Hapanowicz & Associates Financial Services, Inc | History | Added to | 15,152 | 1,458 | 0.57% | 0.66% | 556 | +402 | 2.73% | Q4 2025 | Feb 11, 2026 |
| Luminvest Wealth Management LLC | History | No change | 15,056 | 1,449 | 0.4% | 0.47% | 557 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| SlateStone Wealth, LLC | History | No change | 15,042 | 1,448 | 0.12% | 0.13% | 558 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 15,011 | 1,445 | 0.05% | 0.05% | 559 | +867 | 6.13% | Q4 2025 | Jan 12, 2026 |
| Calamos Wealth Management LLC | History | Reduced | 14,975 | 1,441 | 0.05% | 0.05% | 560 | -642 | -4.11% | Q4 2025 | Jan 29, 2026 |
| ASSETMARK, INC | History | Added to | 14,871 | 1,431 | 0.0% | 0.0% | 561 | +2,420 | 19.44% | Q4 2025 | Jan 23, 2026 |
| Centennial Wealth Advisory LLC | History | Added to | 14,752 | 1,420 | 0.38% | 0.4% | 563 | +45 | 0.31% | Q4 2025 | Jan 14, 2026 |
| Sage Mountain Advisors LLC | History | No change | 14,756 | 1,420 | 0.08% | 0.08% | 562 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Atlas Brown,Inc. | History | Reduced | 14,710 | 1,416 | 0.42% | 0.44% | 564 | -587 | -3.84% | Q4 2025 | Jan 09, 2026 |
| MBA Advisors LLC | History | No change | 14,648 | 1,410 | 0.57% | 0.6% | 565 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Simplicity Wealth,LLC | History | Added to | 14,636 | 1,408 | 0.08% | 0.08% | 566 | +416 | 2.93% | Q4 2025 | Jan 30, 2026 |
| WEST PACES ADVISORS INC. | History | Reduced | 14,604 | 1,405 | 0.27% | 0.29% | 567 | -608 | -4.0% | Q4 2025 | Jan 21, 2026 |
| Orgel Wealth Management, LLC | History | Reduced | 14,593 | 1,404 | 0.03% | 0.03% | 568 | -949 | -6.11% | Q4 2025 | Jan 07, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 14,531 | 1,398 | 0.0% | 0.0% | 569 | +11,849 | 441.8% | Q4 2025 | Feb 17, 2026 |
| Argentarii, LLC | History | New | 14,507 | 1,396 | 0.45% | — | 570 | +14,507 | New | Q4 2025 | Jan 13, 2026 |
| Vivaldi Capital Management LP | History | Added to | 14,464 | 1,392 | 0.19% | 0.2% | 571 | +1 | 0.01% | Q4 2025 | Feb 13, 2026 |
| Connecticut Wealth Management, LLC | History | No change | 14,469 | 1,392 | 0.06% | 0.06% | 572 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| PFG Advisors | History | Added to | 14,357 | 1,382 | 0.07% | 0.05% | 573 | +1,754 | 13.92% | Q4 2025 | Jan 27, 2026 |
| GM Advisory Group, LLC | History | Reduced | 14,313 | 1,377 | 0.05% | 0.06% | 574 | -120 | -0.83% | Q4 2025 | Feb 13, 2026 |
| CERTUITY, LLC | History | Reduced | 14,283 | 1,375 | 0.09% | 0.1% | 575 | -1,066 | -6.95% | Q4 2025 | Jan 30, 2026 |
| Linscomb Wealth, Inc. | History | Reduced | 14,260 | 1,372 | 0.06% | 0.06% | 576 | -136 | -0.94% | Q4 2025 | Feb 10, 2026 |
| BUFFALO BUSINESS & ESTATE SERVICES LTD | History | New | 14,230 | 1,369 | 0.2% | — | 578 | +14,230 | New | Q4 2025 | Jan 21, 2026 |
| GREAT LAKES ADVISORS, LLC | History | Added to | 14,223 | 1,369 | 0.01% | 0.01% | 577 | +1,037 | 7.86% | Q4 2025 | Feb 12, 2026 |
| RMR Wealth Builders | History | Reduced | 14,193 | 1,366 | 0.11% | 0.12% | 579 | -213 | -1.48% | Q4 2025 | Jan 29, 2026 |
| Bill Few Associates, Inc. | History | No change | 14,193 | 1,366 | 0.34% | 0.35% | 580 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| SeaBridge Investment Advisors LLC | History | No change | 14,001 | 1,347 | 0.22% | 0.22% | 581 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| First Financial Bank - Trust Division | History | Reduced | 13,973 | 1,345 | 0.11% | 0.12% | 582 | -278 | -1.95% | Q4 2025 | Jan 02, 2026 |
| Empirical Asset Management, LLC | History | Reduced | 13,942 | 1,342 | 0.38% | 0.39% | 583 | -693 | -4.74% | Q4 2025 | Feb 06, 2026 |
| Ehrenkranz Partners L.P. | History | Added to | 13,935 | 1,341 | 1.52% | 1.18% | 584 | +37 | 0.27% | Q4 2025 | Feb 17, 2026 |
| PHILADELPHIA TRUST CO | History | No change | 13,913 | 1,339 | 0.09% | 0.09% | 585 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Bison Wealth, LLC | History | New | 13,943 | 1,334 | 0.15% | — | 586 | +13,943 | New | Q4 2025 | Mar 24, 2026 |
| Dominguez Wealth Management Solutions, Inc. | History | Added to | 13,853 | 1,333 | 0.82% | 0.84% | 587 | +129 | 0.94% | Q4 2025 | Jan 15, 2026 |
| Klingman & Associates, LLC | History | Reduced | 13,797 | 1,328 | 0.06% | 0.07% | 588 | -100 | -0.72% | Q4 2025 | Jan 29, 2026 |
| Jordan Park Group LLC | History | Reduced | 13,742 | 1,322 | 0.08% | 0.1% | 589 | -4,048 | -22.75% | Q4 2025 | Feb 10, 2026 |
| MONETARY MANAGEMENT GROUP INC | History | No change | 13,655 | 1,314 | 0.3% | 0.3% | 590 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| MONTAG A & ASSOCIATES INC | History | Added to | 13,631 | 1,312 | 0.06% | 0.02% | 591 | +8,821 | 183.39% | Q4 2025 | Feb 02, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 13,634 | 1,312 | 0.03% | 0.02% | 592 | +4,274 | 45.66% | Q4 2025 | Feb 13, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Reduced | 13,516 | 1,301 | 0.02% | 0.02% | 593 | -951 | -6.57% | Q4 2025 | Feb 09, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | No change | 13,484 | 1,298 | 0.08% | 0.08% | 594 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| North Berkeley Wealth Management, LLC | History | No change | 13,410 | 1,290 | 0.76% | 1.02% | 595 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| COMPASS CAPITAL CORP /MA/ /ADV | History | Added to | 12,498 | 1,278 | 0.49% | 0.25% | 596 | +6,428 | 105.9% | Q4 2025 | Feb 12, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 13,124 | 1,263 | 0.02% | 0.01% | 597 | -589 | -4.3% | Q4 2025 | Feb 11, 2026 |
| Winthrop Advisory Group LLC | History | Reduced | 13,086 | 1,259 | 0.11% | 0.11% | 598 | -381 | -2.83% | Q4 2025 | Jan 21, 2026 |
| Live Oak Private Wealth LLC | History | No change | 13,084 | 1,259 | 0.17% | 0.18% | 599 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Occidental Asset Management, LLC | History | No change | 12,961 | 1,247 | 0.15% | 0.16% | 600 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Sunbeam Capital Management, LLC | History | Added to | 12,924 | 1,244 | 0.74% | 0.77% | 601 | +53 | 0.41% | Q4 2025 | Feb 13, 2026 |
| MidFirst Bank | History | New | 12,872 | 1,239 | 0.1% | — | 602 | +12,872 | New | Q4 2025 | Feb 25, 2026 |
| Strategic Blueprint, LLC | History | Added to | 12,776 | 1,229 | 0.07% | 0.05% | 603 | +96 | 0.76% | Q4 2025 | Jan 30, 2026 |
| LYELL WEALTH MANAGEMENT, LP | History | Reduced | 12,612 | 1,214 | 0.09% | 0.1% | 604 | -979 | -7.2% | Q4 2025 | Feb 12, 2026 |
| Sterling Capital Management LLC | History | Added to | 12,554 | 1,208 | 0.02% | 0.02% | 605 | +18 | 0.14% | Q4 2025 | Feb 13, 2026 |
| Compound Planning, Inc. | History | Reduced | 12,426 | 1,196 | 0.04% | 0.04% | 606 | -808 | -6.11% | Q4 2025 | Feb 19, 2026 |
| Odyssey Capital Advisors, Inc. | History | New | 12,366 | 1,190 | 1.06% | — | 607 | +12,366 | New | Q4 2025 | Feb 05, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 12,247 | 1,179 | 0.16% | — | 608 | +12,247 | New | Q4 2025 | Feb 17, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 12,196 | 1,174 | 0.09% | 0.1% | 610 | +142 | 1.18% | Q4 2025 | Feb 04, 2026 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | History | No change | 12,198 | 1,174 | 0.02% | 0.02% | 609 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | No change | 12,144 | 1,169 | 0.03% | 0.03% | 611 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| OKABENA INVESTMENT SERVICES INC | History | Reduced | 12,112 | 1,166 | 0.22% | 0.23% | 612 | -75 | -0.62% | Q4 2025 | Feb 13, 2026 |
| Seneca Financial Advisors LLC | History | Added to | 12,042 | 1,159 | 0.35% | 0.38% | 613 | +47 | 0.39% | Q4 2025 | Jan 26, 2026 |
| Radnor Capital Management, LLC | History | No change | 12,010 | 1,156 | 0.17% | 0.18% | 614 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Advisors Capital Management, LLC | History | Added to | 11,946 | 1,150 | 0.01% | 0.01% | 615 | +1,838 | 18.18% | Q4 2025 | Jan 29, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Reduced | 11,805 | 1,136 | 0.07% | 0.07% | 616 | -514 | -4.17% | Q4 2025 | Feb 10, 2026 |
| Heritage Trust Co | History | Reduced | 11,732 | 1,129 | 0.11% | 0.12% | 617 | -227 | -1.9% | Q4 2025 | Feb 10, 2026 |
| PPS&V ASSET MANAGEMENT CONSULTANTS, INC. | History | No change | 11,710 | 1,127 | 0.65% | 0.65% | 618 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| CENTRAL TRUST Co | History | Reduced | 11,662 | 1,122 | 0.02% | 0.03% | 619 | -1,092 | -8.56% | Q4 2025 | Feb 02, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 11,662 | 1,122 | 0.07% | 0.08% | 620 | -184 | -1.55% | Q4 2025 | Feb 20, 2026 |
| Atlanta Consulting Group Advisors, LLC | History | New | 11,654 | 1,121 | 0.25% | — | 621 | +11,654 | New | Q4 2025 | Feb 11, 2026 |
| Select Equity Group, L.P. | History | Added to | 11,633 | 1,119 | 0.0% | 0.0% | 622 | +10,775 | 1255.83% | Q4 2025 | Feb 17, 2026 |
| Blue Trust, Inc. | History | Added to | 11,622 | 1,118 | 0.01% | 0.01% | 623 | +315 | 2.79% | Q4 2025 | Jan 16, 2026 |
| USAdvisors Wealth Management, LLC | History | Added to | 11,542 | 1,111 | 0.37% | 0.38% | 624 | +39 | 0.34% | Q4 2025 | Feb 05, 2026 |
| Pine Haven Investment Counsel, Inc | History | No change | 11,522 | 1,109 | 0.79% | 0.8% | 625 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Jupiter Wealth Management LLC | History | No change | 11,000 | 1,106 | 0.49% | 0.5% | 626 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Nordwand Advisors, LLC | History | Reduced | 11,470 | 1,104 | 0.19% | 0.18% | 627 | -15 | -0.13% | Q4 2025 | Feb 03, 2026 |
| TPG Financial Advisors, LLC | History | Added to | 11,459 | 1,103 | 0.37% | 0.41% | 628 | +98 | 0.86% | Q4 2025 | Feb 06, 2026 |
| KIRTLAND HILLS CAPITAL MANAGEMENT, LLC | History | Added to | 11,454 | 1,102 | 0.39% | 0.28% | 629 | +4,120 | 56.18% | Q4 2025 | Feb 13, 2026 |
| Cypress Capital Group | History | Reduced | 11,407 | 1,098 | 0.12% | 0.13% | 630 | -75 | -0.65% | Q4 2025 | Feb 11, 2026 |
| RiverFront Investment Group, LLC | History | Added to | 11,403 | 1,097 | 0.02% | 0.02% | 631 | +387 | 3.51% | Q4 2025 | Feb 05, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 11,329 | 1,090 | 0.02% | 0.03% | 632 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Forefront Wealth Partners, LLC | History | Added to | 11,277 | 1,085 | 0.51% | 0.19% | 633 | +3,540 | 45.75% | Q4 2025 | Feb 06, 2026 |
| Western Wealth Management, LLC | History | Added to | 11,216 | 1,079 | 0.05% | 0.04% | 634 | +2,724 | 32.08% | Q4 2025 | Feb 05, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 11,192 | 1,077 | 0.01% | 0.01% | 635 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| IFP Advisors, Inc | History | Added to | 11,162 | 1,074 | 0.02% | 0.03% | 636 | +70 | 0.63% | Q4 2025 | Feb 06, 2026 |
| Rare Wolf Capital LLC | History | New | 11,148 | 1,073 | 0.67% | — | 638 | +11,148 | New | Q4 2025 | Feb 19, 2026 |
| Stillwater Capital Advisors, LLC | History | Added to | 11,149 | 1,073 | 0.12% | 0.12% | 637 | +50 | 0.45% | Q4 2025 | Jan 14, 2026 |
| Savvy Advisors, Inc. | History | Added to | 11,063 | 1,065 | 0.03% | 0.04% | 639 | +937 | 9.25% | Q4 2025 | Jan 20, 2026 |
| Kendall Capital Management | History | Added to | 11,000 | 1,058 | 0.22% | 0.13% | 641 | +5,200 | 89.66% | Q4 2025 | Jan 16, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 10,994 | 1,058 | 0.01% | 0.01% | 640 | -1,796 | -14.04% | Q4 2025 | Feb 02, 2026 |
| Arrowroot Family Office, LLC | History | Added to | 10,949 | 1,054 | 0.38% | 0.39% | 642 | +726 | 7.1% | Q4 2025 | Feb 11, 2026 |
| Leslie Global Wealth, LLC | History | Added to | 10,942 | 1,053 | 0.47% | 0.48% | 643 | +366 | 3.46% | Q4 2025 | Feb 02, 2026 |
| WCG Wealth Advisors LLC | History | New | 10,918 | 1,051 | 0.03% | — | 644 | +10,918 | New | Q4 2025 | Feb 10, 2026 |
| Columbia Asset Management | History | No change | 10,872 | 1,046 | 0.19% | 0.2% | 645 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 10,830 | 1,042 | 0.19% | 0.18% | 646 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Moors & Cabot, Inc. | History | Added to | 10,787 | 1,038 | 0.04% | 0.03% | 647 | +2,559 | 31.1% | Q4 2025 | Feb 10, 2026 |
| Birch Hill Investment Advisors LLC | History | No change | 10,706 | 1,030 | 0.04% | 0.04% | 648 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 10,690 | 1,029 | 0.01% | 0.01% | 649 | +1,669 | 18.5% | Q4 2025 | Feb 13, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | No change | 10,669 | 1,027 | 0.02% | 0.02% | 650 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| MONEYWISE, INC. | History | New | 10,629 | 1,023 | 0.43% | — | 651 | +10,629 | New | Q4 2025 | Feb 05, 2026 |
| Waldron Private Wealth LLC | History | Reduced | 10,602 | 1,020 | 0.04% | 0.04% | 652 | -206 | -1.91% | Q4 2025 | Jan 14, 2026 |
| PINNEY & SCOFIELD, INC. | History | No change | 10,600 | 1,020 | 0.58% | 0.64% | 653 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| NWAM LLC | History | Reduced | 10,171 | 1,019 | 0.06% | 0.06% | 654 | -1,889 | -15.66% | Q4 2025 | Feb 04, 2026 |
| Operose Advisors LLC | History | Added to | 10,559 | 1,016 | 0.24% | 0.25% | 655 | +8 | 0.08% | Q4 2025 | Feb 10, 2026 |
| OFC FINANCIAL PLANNING, LLC | History | Reduced | 10,549 | 1,015 | 0.96% | 1.04% | 656 | -300 | -2.77% | Q4 2025 | Feb 04, 2026 |
| Mill Capital Management, LLC | History | Added to | 10,524 | 1,013 | 0.07% | 0.06% | 657 | +1,800 | 20.63% | Q4 2025 | Feb 11, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Reduced | 10,497 | 1,010 | 0.17% | 0.18% | 659 | -120 | -1.13% | Q4 2025 | Feb 10, 2026 |
| NBT BANK N A /NY | History | Added to | 10,500 | 1,010 | 0.07% | 0.07% | 658 | +25 | 0.24% | Q4 2025 | Jan 23, 2026 |
| Center for Wealth Management Advisory | History | New | 10,427 | 1,003 | 0.74% | — | 660 | +10,427 | New | Q4 2025 | Apr 10, 2026 |
| RKL Wealth Management LLC | History | Added to | 10,364 | 997 | 0.08% | 0.09% | 661 | +23 | 0.22% | Q4 2025 | Feb 12, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Reduced | 10,332 | 994 | 0.07% | 0.09% | 662 | -340 | -3.19% | Q4 2025 | Jan 07, 2026 |
| Mason & Associates, LLC | History | Reduced | 10,272 | 988 | 0.22% | 0.26% | 664 | -1,064 | -9.39% | Q4 2025 | Jan 21, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 10,273 | 988 | 0.0% | 0.0% | 663 | -308 | -2.91% | Q4 2025 | Feb 13, 2026 |
| Pacific Park Financial, Inc. | History | New | 10,262 | 987 | 0.62% | — | 665 | +10,262 | New | Q4 2025 | Jan 30, 2026 |
| Perennial Investment Advisors, LLC | History | Reduced | 10,229 | 984 | 0.08% | 0.12% | 667 | -4,531 | -30.7% | Q4 2025 | Feb 17, 2026 |
| Narwhal Capital Management | History | No change | 10,231 | 984 | 0.07% | 0.07% | 666 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| UNIVEST FINANCIAL Corp | History | Added to | 10,213 | 983 | 0.05% | 0.05% | 668 | +815 | 8.67% | Q4 2025 | Feb 04, 2026 |
| Advisor Resource Council | History | No change | 10,112 | 973 | 0.35% | 1.32% | 669 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 10,048 | 967 | 0.01% | 0.02% | 670 | -674 | -6.29% | Q4 2025 | Jan 13, 2026 |
| Breakwater Capital Group | History | Added to | 9,992 | 961 | 0.13% | 0.14% | 671 | +1 | 0.01% | Q4 2025 | Jan 09, 2026 |
| VISTA CAPITAL PARTNERS, INC. | History | Added to | 9,937 | 956 | 0.09% | 0.07% | 672 | +2,631 | 36.01% | Q4 2025 | Feb 02, 2026 |
| BURLING WEALTH PARTNERS, LLC | History | No change | 9,934 | 956 | 0.15% | 0.16% | 673 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Vontobel Holding Ltd. | History | No change | 9,925 | 955 | 0.0% | 0.0% | 674 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Jackson Hole Capital Partners, LLC | History | No change | 9,927 | 955 | 0.16% | 0.16% | 675 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Added to | 9,920 | 954 | 0.06% | 0.05% | 676 | +558 | 5.96% | Q4 2025 | Jan 15, 2026 |
| SB Capital Management Inc | History | New | 9,854 | 948 | 0.35% | — | 677 | +9,854 | New | Q4 2025 | Feb 20, 2026 |
| Cyndeo Wealth Partners, LLC | History | Added to | 9,855 | 948 | 0.05% | 0.05% | 678 | +313 | 3.28% | Q4 2025 | Jan 07, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Added to | 9,694 | 933 | 0.06% | 0.06% | 679 | +267 | 2.83% | Q4 2025 | Feb 17, 2026 |
| Vestmark Advisory Solutions, Inc. | History | New | 9,650 | 929 | 0.01% | — | 682 | +9,650 | New | Q4 2025 | Feb 06, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | New | 9,650 | 929 | 0.04% | — | 683 | +9,650 | New | Q4 2025 | Feb 12, 2026 |
| WealthShield Partners, LLC | History | Added to | 9,656 | 929 | 0.1% | 0.06% | 681 | +4,262 | 79.01% | Q4 2025 | Feb 03, 2026 |
| North Star Investment Management Corp. | History | No change | 9,660 | 929 | 0.06% | 0.06% | 680 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| MIDLAND WEALTH ADVISORS, LLC | History | Reduced | 9,627 | 926 | 0.05% | 0.05% | 684 | -4 | -0.04% | Q4 2025 | Jan 26, 2026 |
| American Wealth Advisors, LLC | History | Reduced | 9,614 | 925 | 0.91% | 0.93% | 686 | -109 | -1.12% | Q4 2025 | Jan 26, 2026 |
| Selective Wealth Management, Inc. | History | No change | 9,158 | 925 | 0.29% | 0.28% | 685 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Higgins & Schmidt Wealth Strategies LLC | History | Reduced | 9,569 | 921 | 0.44% | 0.47% | 687 | -49 | -0.51% | Q4 2025 | Jan 29, 2026 |
| Asset Advisory Group, Inc. | History | New | 9,541 | 918 | 0.46% | — | 688 | +9,541 | New | Q4 2025 | Feb 12, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Reduced | 9,526 | 917 | 0.07% | 0.08% | 689 | -1,659 | -14.83% | Q4 2025 | Feb 12, 2026 |
| Wedmont Private Capital | History | Added to | 9,265 | 915 | 0.03% | 0.02% | 690 | +2,608 | 39.18% | Q4 2025 | Jan 08, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 9,496 | 914 | 0.06% | 0.06% | 691 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| MCF Advisors LLC | History | Added to | 9,427 | 907 | 0.05% | 0.05% | 692 | +794 | 9.2% | Q4 2025 | Feb 11, 2026 |
| PATTEN & PATTEN INC/TN | History | No change | 9,400 | 904 | 0.05% | 0.05% | 693 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Beacon Financial Advisory LLC | History | Reduced | 9,389 | 903 | 0.21% | 0.21% | 694 | -42 | -0.45% | Q4 2025 | Feb 17, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Reduced | 9,329 | 898 | 0.04% | 0.04% | 695 | -280 | -2.91% | Q4 2025 | Feb 09, 2026 |
| PARTHENON LLC | History | No change | 9,323 | 897 | 0.1% | 0.1% | 696 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Kelman-Lazarov, Inc. | History | Added to | 9,264 | 891 | 0.13% | 0.1% | 697 | +1,981 | 27.2% | Q4 2025 | Jan 26, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 9,247 | 890 | 0.02% | 0.01% | 699 | +4,500 | 94.8% | Q4 2025 | Feb 17, 2026 |
| Dana Investment Advisors, Inc. | History | Added to | 9,249 | 890 | 0.03% | 0.02% | 698 | +1,231 | 15.35% | Q4 2025 | Feb 05, 2026 |
| Circle Wealth Management, LLC | History | Added to | 9,244 | 889 | 0.01% | 0.02% | 700 | +4 | 0.04% | Q4 2025 | Feb 13, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 9,179 | 883 | 0.75% | 0.79% | 701 | +37 | 0.4% | Q4 2025 | Jan 26, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 9,142 | 880 | 0.06% | 0.04% | 703 | +3,899 | 74.37% | Q4 2025 | Feb 03, 2026 |
| GeoWealth Management, LLC | History | Reduced | 9,147 | 880 | 0.03% | 0.03% | 702 | -718 | -7.28% | Q4 2025 | Feb 17, 2026 |
| BAR HARBOR WEALTH MANAGEMENT | History | Added to | 9,135 | 879 | 0.05% | 0.03% | 704 | +3,430 | 60.12% | Q4 2025 | Jan 22, 2026 |
| BUCKHEAD CAPITAL MANAGEMENT LLC | History | Added to | 9,116 | 877 | 0.31% | 0.27% | 705 | +1,325 | 17.01% | Q4 2025 | Feb 09, 2026 |
| Goldstein Advisors, LLC | History | Reduced | 9,112 | 877 | 0.1% | 0.11% | 706 | -406 | -4.27% | Q4 2025 | Feb 10, 2026 |
| Modern Wealth Management, LLC | History | New | 9,073 | 873 | 0.02% | — | 707 | +9,073 | New | Q4 2025 | Feb 17, 2026 |
| Baron Wealth Management LLC | History | Added to | 9,052 | 871 | 0.27% | 0.28% | 708 | +163 | 1.83% | Q4 2025 | Jan 14, 2026 |
| Center for Financial Planning, Inc. | History | Added to | 9,021 | 868 | 0.09% | 0.09% | 709 | +11 | 0.12% | Q4 2025 | Feb 05, 2026 |
| FULTON BREAKEFIELD BROENNIMAN LLC | History | Reduced | 8,952 | 861 | 0.05% | 0.06% | 710 | -25 | -0.28% | Q4 2025 | Jan 21, 2026 |
| Empower Advisory Group, LLC | History | Added to | 8,931 | 859 | 0.0% | 0.0% | 712 | +1,421 | 18.92% | Q4 2025 | Feb 12, 2026 |
| LGL PARTNERS, LLC | History | Added to | 8,930 | 859 | 0.37% | 0.37% | 711 | +36 | 0.4% | Q4 2025 | Feb 09, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | No change | 8,913 | 858 | 0.02% | 0.02% | 713 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| PACES FERRY WEALTH ADVISORS, LLC | History | Added to | 8,912 | 857 | 0.35% | 0.36% | 714 | +15 | 0.17% | Q4 2025 | Feb 11, 2026 |
| KANAWHA CAPITAL MANAGEMENT LLC | History | Reduced | 8,806 | 847 | 0.06% | 0.06% | 715 | -275 | -3.03% | Q4 2025 | Jan 28, 2026 |
| LEE DANNER & BASS INC | History | Added to | 8,766 | 843 | 0.06% | 0.06% | 716 | +321 | 3.8% | Q4 2025 | Jan 29, 2026 |
| SAPIENT CAPITAL LLC | History | Added to | 8,660 | 842 | 0.01% | 0.01% | 717 | +221 | 2.62% | Q4 2025 | Feb 05, 2026 |
| MidAtlantic Capital Management, Inc. | History | Reduced | 8,743 | 841 | 0.54% | 0.58% | 719 | -15 | -0.17% | Q4 2025 | Feb 10, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 8,743 | 841 | 0.01% | 0.01% | 718 | +6 | 0.07% | Q4 2025 | Feb 10, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 8,700 | 837 | 0.21% | 0.22% | 720 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Ironwood Financial, llc | History | Reduced | 8,338 | 834 | 0.14% | 0.14% | 721 | -57 | -0.68% | Q4 2025 | Jan 15, 2026 |
| Certified Advisory Corp | History | Reduced | 8,635 | 831 | 0.08% | 0.08% | 722 | -45 | -0.52% | Q4 2025 | Jan 12, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | Reduced | 8,617 | 829 | 0.08% | 0.09% | 723 | -600 | -6.51% | Q4 2025 | Jan 20, 2026 |
| PACIFIC FINANCIAL GROUP INC | History | Reduced | 8,607 | 828 | 0.46% | 0.74% | 724 | -1,805 | -17.34% | Q4 2025 | Feb 17, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Added to | 8,583 | 826 | 0.06% | 0.05% | 725 | +822 | 10.59% | Q4 2025 | Jan 23, 2026 |
| Precision Wealth Strategies, LLC | History | No change | 8,533 | 821 | 0.27% | 0.27% | 726 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| SPIREPOINT PRIVATE CLIENT, LLC | History | Added to | 8,516 | 819 | 0.08% | 0.09% | 727 | +5 | 0.06% | Q4 2025 | Jan 22, 2026 |
| FIRST FINANCIAL BANKSHARES INC | History | No change | 8,488 | 817 | 0.02% | 0.02% | 728 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CURIO WEALTH, LLC | History | No change | 8,301 | 812 | 0.29% | 0.33% | 729 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Glassman Wealth Services | History | No change | 8,397 | 808 | 0.11% | 0.11% | 730 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Retirement Planning Group, LLC | History | Reduced | 8,378 | 806 | 0.03% | 0.03% | 731 | -48 | -0.57% | Q4 2025 | Feb 03, 2026 |
| Baldwin Investment Management, LLC | History | No change | 8,363 | 805 | 0.09% | 0.09% | 732 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| S&CO INC | History | No change | 8,344 | 803 | 0.05% | 0.05% | 733 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Princeton Global Asset Management LLC | History | Added to | 8,316 | 800 | 0.13% | 0.13% | 734 | +353 | 4.43% | Q4 2025 | Jan 20, 2026 |
| BIP Wealth, LLC | History | No change | 8,298 | 798 | 0.03% | 0.04% | 735 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| AmeriServ Wealth Advisors | History | Reduced | 8,252 | 794 | 0.46% | 0.43% | 736 | -546 | -6.21% | Q4 2025 | Feb 10, 2026 |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | History | No change | 8,210 | 790 | 0.05% | 0.05% | 737 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 8,182 | 787 | 0.01% | 0.01% | 738 | +2,801 | 52.05% | Q4 2025 | Feb 02, 2026 |
| Beaumont Financial Advisors, LLC | History | Added to | 8,166 | 786 | 0.05% | 0.05% | 739 | +95 | 1.18% | Q4 2025 | Jan 16, 2026 |
| Essex Bank | History | Reduced | 8,147 | 784 | 0.17% | 0.18% | 740 | -10 | -0.12% | Q4 2025 | Feb 02, 2026 |
| GWN SECURITIES INC. | History | Reduced | 8,117 | 781 | 0.16% | 0.2% | 741 | -632 | -7.22% | Q4 2025 | Feb 11, 2026 |
| AlphaCore Capital LLC | History | Added to | 8,109 | 780 | 0.02% | 0.03% | 742 | +10 | 0.12% | Q4 2025 | Feb 05, 2026 |
| New England Professional Planning Group Inc. | History | Reduced | 8,101 | 779 | 0.33% | 0.46% | 743 | -2,308 | -22.17% | Q4 2025 | Jan 14, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | New | 8,072 | 777 | 0.13% | — | 744 | +8,072 | New | Q4 2025 | Feb 18, 2026 |
| Smith Salley Wealth Management | History | Reduced | 8,061 | 776 | 0.04% | 0.04% | 745 | -100 | -1.23% | Q4 2025 | Jan 27, 2026 |
| BRASADA CAPITAL MANAGEMENT, LP | History | Reduced | 7,947 | 773 | 0.13% | 0.17% | 747 | -2,472 | -23.73% | Q4 2025 | Feb 13, 2026 |
| MOODY LYNN & LIEBERSON, LLC | History | Added to | 8,036 | 773 | 0.04% | 0.04% | 746 | +134 | 1.7% | Q4 2025 | Jan 15, 2026 |
| Summit Investment Advisory Services, LLC | History | Added to | 8,020 | 772 | 0.29% | 0.3% | 748 | +327 | 4.25% | Q4 2025 | Feb 04, 2026 |
| Fermata Advisors, LLC | History | Added to | 7,993 | 769 | 0.18% | 0.19% | 749 | +172 | 2.2% | Q4 2025 | Jan 08, 2026 |
| Obermeyer Wealth Partners | History | Reduced | 7,963 | 766 | 0.04% | 0.05% | 750 | -2,431 | -23.39% | Q4 2025 | Jan 29, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 7,948 | 765 | 0.02% | 0.02% | 751 | +12 | 0.15% | Q4 2025 | Feb 05, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 7,939 | 764 | 0.07% | 0.08% | 753 | +1,114 | 16.32% | Q4 2025 | Jan 22, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | Added to | 7,941 | 764 | 0.04% | 0.04% | 752 | +642 | 8.8% | Q4 2025 | Feb 17, 2026 |
| Polaris Investment Advisors, LLC | History | New | 7,932 | 763 | 0.55% | — | 755 | +7,932 | New | Q4 2025 | Jan 15, 2026 |
| Montis Financial, LLC | History | Reduced | 7,929 | 763 | 0.15% | 0.2% | 754 | -930 | -10.5% | Q4 2025 | Feb 11, 2026 |
| OPAL CAPITAL LLC | History | New | 7,451 | 760 | 0.19% | — | 756 | +7,451 | New | Q4 2025 | Feb 17, 2026 |
| Wealthquest Corp | History | New | 7,893 | 759 | 0.06% | — | 758 | +7,893 | New | Q4 2025 | Feb 09, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Reduced | 7,887 | 759 | 0.02% | 0.02% | 757 | -425 | -5.11% | Q4 2025 | Feb 03, 2026 |
| Wellspring Financial Advisors, LLC | History | No change | 7,885 | 759 | 0.06% | 0.07% | 759 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Shepherd Financial Partners LLC | History | Reduced | 7,879 | 758 | 0.07% | 0.08% | 760 | -347 | -4.22% | Q4 2025 | Feb 10, 2026 |
| Investment Advisory Group, LLC | History | Reduced | 7,823 | 753 | 0.19% | 0.21% | 761 | -20 | -0.26% | Q4 2025 | Jan 23, 2026 |
| Flagstone Financial Management | History | No change | 7,823 | 753 | 0.19% | 0.2% | 762 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| NICOLET BANKSHARES INC | History | Added to | 7,818 | 752 | 0.12% | 0.09% | 763 | +2,174 | 38.52% | Q4 2025 | Feb 09, 2026 |
| Bensler, LLC | History | Added to | 7,795 | 750 | 0.08% | 0.08% | 764 | +1 | 0.01% | Q4 2025 | Feb 04, 2026 |
| CENTRAL BANK & TRUST CO | History | Added to | 7,773 | 748 | 0.12% | 0.12% | 766 | +20 | 0.26% | Q4 2025 | Jan 09, 2026 |
| OLD SECOND NATIONAL BANK OF AURORA | History | No change | 7,780 | 748 | 0.15% | 0.15% | 765 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | History | Added to | 7,751 | 746 | 0.24% | 0.24% | 767 | +119 | 1.56% | Q4 2025 | Feb 12, 2026 |
| Next Level Private LLC | History | Reduced | 7,745 | 745 | 0.2% | 0.24% | 768 | -755 | -8.88% | Q4 2025 | Jan 07, 2026 |
| McMillan Office, Inc. | History | New | 7,736 | 744 | 0.09% | — | 769 | +7,736 | New | Q4 2025 | Feb 12, 2026 |
| FOCUSED ALPHA, LLC | History | New | 7,707 | 741 | 0.22% | — | 770 | +7,707 | New | Q4 2025 | Feb 13, 2026 |
| Fiduciary Alliance LLC | History | Added to | 7,692 | 740 | 0.05% | 0.05% | 771 | +14 | 0.18% | Q4 2025 | Jan 22, 2026 |
| Indivisible Partners | History | New | 7,631 | 734 | 0.08% | — | 772 | +7,631 | New | Q4 2025 | Feb 03, 2026 |
| Innovative Wealth Building LLC | History | Added to | 7,615 | 733 | 0.53% | 0.55% | 773 | +251 | 3.41% | Q4 2025 | Feb 17, 2026 |
| Larson Financial Group LLC | History | Reduced | 7,599 | 731 | 0.02% | 0.03% | 775 | -42 | -0.55% | Q4 2025 | Feb 06, 2026 |
| JNBA Financial Advisors | History | No change | 7,602 | 731 | 0.06% | 0.07% | 774 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Midwest Financial Group LLC | History | Added to | 7,577 | 729 | 0.32% | 0.26% | 776 | +1,845 | 32.19% | Q4 2025 | Jan 20, 2026 |
| Bragg Financial Advisors, Inc | History | No change | 7,553 | 727 | 0.02% | 0.02% | 777 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Caldwell Trust Co | History | No change | 7,531 | 725 | 0.06% | 0.07% | 778 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| INVENIO WEALTH PARTNERS LLC | History | No change | 7,529 | 724 | 0.27% | 0.26% | 779 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| BlueSky Wealth Advisors, LLC | History | No change | 7,481 | 720 | 0.09% | 0.1% | 780 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Vise Technologies, Inc. | History | Added to | 7,476 | 719 | 0.01% | 0.02% | 781 | +2,897 | 63.27% | Q4 2025 | Feb 11, 2026 |
| Traveka Wealth, LLC | History | Added to | 7,478 | 719 | 0.29% | 0.24% | 783 | +1,963 | 35.59% | Q4 2025 | Jan 08, 2026 |
| Golden State Equity Partners | History | Added to | 7,474 | 719 | 0.12% | 0.12% | 782 | +235 | 3.25% | Q4 2025 | Jan 29, 2026 |
| DIVERSIFIED MANAGEMENT INC | History | New | 7,463 | 718 | 0.17% | — | 784 | +7,463 | New | Q4 2025 | Jan 26, 2026 |
| Independent Advisor Alliance | History | Reduced | 7,407 | 713 | 0.02% | 0.02% | 785 | -900 | -10.83% | Q4 2025 | Feb 04, 2026 |
| BRADY FAMILY WEALTH, LLC | History | No change | 7,397 | 712 | 0.22% | 0.22% | 786 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| VIAWEALTH, LLC | History | Reduced | 7,352 | 707 | 0.4% | 0.48% | 787 | -1,665 | -18.47% | Q4 2025 | Feb 10, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Added to | 7,315 | 704 | 0.2% | 0.22% | 788 | +6 | 0.08% | Q4 2025 | Feb 11, 2026 |
| ICW Investment Advisors LLC | History | Added to | 7,275 | 700 | 0.25% | 0.25% | 789 | +1 | 0.01% | Q4 2025 | Feb 09, 2026 |
| FourThought Financial Partners, LLC | History | No change | 7,259 | 698 | 0.06% | 0.06% | 790 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Tranquility Partners, LLC | History | Added to | 7,233 | 696 | 0.25% | 0.23% | 791 | +51 | 0.71% | Q4 2025 | Feb 03, 2026 |
| Destiny Wealth Partners, LLC | History | Reduced | 6,893 | 692 | 0.08% | 0.09% | 793 | -699 | -9.21% | Q4 2025 | Feb 03, 2026 |
| Greenhouse Wealth Management, LLC | History | Added to | 7,190 | 692 | 0.41% | 0.41% | 792 | +29 | 0.4% | Q4 2025 | Jan 21, 2026 |
| THOMPSON SIEGEL & WALMSLEY LLC | History | No change | 7,167 | 690 | 0.01% | 0.01% | 794 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | History | Added to | 7,145 | 687 | 0.09% | 0.1% | 795 | +2 | 0.03% | Q4 2025 | Jan 21, 2026 |
| FIDUCIENT ADVISORS LLC | History | Reduced | 7,126 | 686 | 0.09% | 0.17% | 796 | -7,543 | -51.42% | Q4 2025 | Feb 10, 2026 |
| Stratos Investment Management, LLC | History | Reduced | 7,101 | 683 | 0.03% | 0.24% | 797 | -52,562 | -88.1% | Q4 2025 | Jan 20, 2026 |
| UPTICK PARTNERS, LLC | History | Added to | 7,098 | 683 | 0.15% | 0.16% | 798 | +916 | 14.82% | Q4 2025 | Feb 02, 2026 |
| Bear Mountain Capital, Inc. | History | Reduced | 6,756 | 682 | 0.22% | 0.22% | 799 | -28 | -0.41% | Q4 2025 | Jan 22, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 7,079 | 681 | 0.03% | 0.02% | 800 | +2,966 | 72.11% | Q4 2025 | Jan 28, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 7,051 | 678 | 0.04% | 0.04% | 801 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Cranbrook Wealth Management, LLC | History | No change | 7,020 | 675 | 0.13% | 0.14% | 802 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Ballew Advisors, Inc | History | Added to | 6,686 | 670 | 0.38% | 0.36% | 803 | +3 | 0.04% | Q4 2025 | Jan 14, 2026 |
| Freestone Capital Holdings, LLC | History | Added to | 6,949 | 669 | 0.02% | 0.02% | 804 | +940 | 15.64% | Q4 2025 | Jan 23, 2026 |
| Facet Wealth, Inc. | History | Added to | 6,667 | 667 | 0.01% | 0.01% | 805 | +1,671 | 33.45% | Q4 2025 | Jan 29, 2026 |
| Anson Capital, Inc. | History | No change | 6,933 | 667 | 0.49% | 0.5% | 806 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Smithfield Trust Co | History | No change | 6,940 | 663 | 0.03% | 0.03% | 807 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Brand Asset Management Group, Inc. | History | Reduced | 6,837 | 658 | 0.18% | 0.2% | 808 | -413 | -5.7% | Q4 2025 | Feb 11, 2026 |
| BLB&B Advisors, LLC | History | Reduced | 6,808 | 655 | 0.03% | 0.03% | 809 | -1,591 | -18.94% | Q4 2025 | Jan 26, 2026 |
| Brookstone Capital Management | History | Added to | 6,810 | 655 | 0.01% | 0.01% | 810 | +1,123 | 19.75% | Q4 2025 | Jan 15, 2026 |
| Diversified Enterprises, LLC | History | New | 6,784 | 653 | 0.04% | — | 813 | +6,784 | New | Q4 2025 | Jan 28, 2026 |
| First PREMIER Bank | History | No change | 6,783 | 653 | 0.15% | 0.15% | 811 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Moss Adams Wealth Advisors LLC | History | No change | 6,786 | 653 | 0.05% | 0.05% | 812 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 6,781 | 652 | 0.02% | 0.0% | 814 | +6,754 | 25014.81% | Q4 2025 | Feb 17, 2026 |
| CWA Asset Management Group, LLC | History | Added to | 6,739 | 648 | 0.02% | 0.02% | 815 | +10 | 0.15% | Q4 2025 | Jan 07, 2026 |
| Advisory Resource Group | History | Added to | 6,713 | 646 | 0.11% | 0.11% | 816 | +244 | 3.77% | Q4 2025 | Feb 12, 2026 |
| Carnegie Investment Counsel | History | Added to | 6,701 | 645 | 0.01% | 0.01% | 817 | +1,255 | 23.04% | Q4 2025 | Jan 23, 2026 |
| First Bancorp, Inc /ME/ | History | No change | 6,696 | 644 | 0.34% | 0.34% | 818 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 6,661 | 641 | 0.01% | 0.02% | 819 | -217 | -3.15% | Q4 2025 | Feb 09, 2026 |
| Vigilare Wealth Management | History | Reduced | 6,643 | 639 | 0.21% | 1.03% | 820 | -24,120 | -78.41% | Q4 2025 | Jan 07, 2026 |
| SilverOak Wealth Management LLC | History | No change | 6,610 | 636 | 0.1% | 0.11% | 821 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| BEARING POINT CAPITAL, LLC | History | Added to | 6,602 | 635 | 0.1% | 0.1% | 825 | +686 | 11.6% | Q4 2025 | Feb 10, 2026 |
| Veracity Capital LLC | History | Added to | 6,601 | 635 | 0.19% | 0.2% | 824 | +66 | 1.01% | Q4 2025 | Jan 29, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 6,599 | 635 | 0.03% | 0.03% | 822 | -4 | -0.06% | Q4 2025 | Feb 13, 2026 |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | History | No change | 6,600 | 635 | 0.03% | 0.03% | 823 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Cassia Capital Partners, LLC | History | Reduced | 6,578 | 633 | 0.34% | 0.36% | 826 | -260 | -3.8% | Q4 2025 | Jan 16, 2026 |
| Wealth Dimensions Group, Ltd. | History | Reduced | 6,516 | 627 | 0.12% | 0.17% | 828 | -1,962 | -23.14% | Q4 2025 | Feb 13, 2026 |
| Cordatus Wealth Management LLC | History | Added to | 6,515 | 627 | 0.14% | 0.14% | 827 | +406 | 6.65% | Q4 2025 | Jan 26, 2026 |
| LONDON CO OF VIRGINIA | History | Added to | 6,495 | 625 | 0.0% | 0.0% | 829 | +6,476 | 34084.21% | Q4 2025 | Feb 17, 2026 |
| McNaughton Wealth Management, LLC | History | Reduced | 6,500 | 625 | 0.26% | 0.28% | 830 | -279 | -4.12% | Q4 2025 | Jan 12, 2026 |
| Curated Wealth Partners LLC | History | New | 6,459 | 621 | 0.07% | — | 832 | +6,459 | New | Q4 2025 | Jan 12, 2026 |
| Florida Trust Wealth Management Co | History | Reduced | 6,451 | 621 | 0.02% | 0.02% | 831 | -69 | -1.06% | Q4 2025 | Jan 20, 2026 |
| Segment Wealth Management, LLC | History | No change | 6,449 | 620 | 0.04% | 0.04% | 833 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| FIRST AMERICAN TRUST, FSB | History | Added to | 6,436 | 619 | 0.04% | 0.04% | 834 | +197 | 3.16% | Q4 2025 | Feb 11, 2026 |
| POSTROCK PARTNERS LLC | History | No change | 6,376 | 613 | 0.27% | 0.27% | 835 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Relyea Zuckerberg Hanson LLC | History | Added to | 6,365 | 612 | 0.06% | 0.06% | 836 | +13 | 0.2% | Q4 2025 | Jan 20, 2026 |
| FOSTER DYKEMA CABOT & PARTNERS, LLC | History | Reduced | 6,351 | 611 | 0.04% | 0.05% | 837 | -1,562 | -19.74% | Q4 2025 | Feb 12, 2026 |
| CAPE COD FIVE CENTS SAVINGS BANK | History | No change | 6,907 | 608 | 0.06% | 0.06% | 838 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| RESTON WEALTH MANAGEMENT LLC | History | Added to | 6,315 | 607 | 0.19% | 0.2% | 839 | +24 | 0.38% | Q4 2025 | Feb 12, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 6,299 | 606 | 0.02% | 0.02% | 840 | -16 | -0.25% | Q4 2025 | Jan 13, 2026 |
| Bangor Savings Bank | History | No change | 6,270 | 603 | 0.05% | 0.05% | 841 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Intrua Financial, LLC | History | Added to | 6,258 | 602 | 0.06% | 0.04% | 842 | +2,158 | 52.63% | Q4 2025 | Feb 05, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 6,226 | 599 | 0.02% | 0.02% | 843 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CVFG LLC | History | No change | 6,229 | 599 | 0.41% | 0.43% | 844 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Allen Mooney & Barnes Investment Advisors LLC | History | Reduced | 6,208 | 597 | 0.09% | 0.1% | 845 | -125 | -1.97% | Q4 2025 | Jan 21, 2026 |
| ALESCO ADVISORS LLC | History | No change | 6,200 | 596 | 0.02% | 0.02% | 846 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | History | No change | 6,191 | 595 | 0.17% | 0.17% | 847 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Axis Wealth Partners, LLC | History | Reduced | 6,174 | 594 | 0.33% | 0.36% | 848 | -245 | -3.82% | Q4 2025 | Jan 30, 2026 |
| Wise Wealth Partners | History | No change | 6,170 | 593 | 0.85% | 0.91% | 849 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Trust Co of the South | History | Added to | 6,145 | 591 | 0.1% | 0.09% | 850 | +476 | 8.4% | Q4 2025 | Jan 05, 2026 |
| LAWOOD & CO | History | New | 6,125 | 589 | 0.56% | — | 852 | +6,125 | New | Q4 2025 | Feb 05, 2026 |
| SFAM, LLC | History | New | 6,123 | 589 | 0.54% | — | 851 | +6,123 | New | Q4 2025 | Feb 12, 2026 |
| Betterment LLC | History | Reduced | 6,098 | 587 | 0.0% | 0.0% | 853 | -79 | -1.28% | Q4 2025 | Feb 12, 2026 |
| Forum Financial Management, LP | History | No change | 6,096 | 586 | 0.01% | 0.01% | 854 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| SHP Wealth Management | History | New | 6,050 | 582 | 0.05% | — | 855 | +6,050 | New | Q4 2025 | Mar 04, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Added to | 6,034 | 580 | 0.19% | 0.24% | 857 | +1,980 | 48.84% | Q4 2025 | Jan 22, 2026 |
| AAF Wealth Management, LLC | History | Reduced | 6,033 | 580 | 0.24% | 0.27% | 856 | -213 | -3.41% | Q4 2025 | Feb 06, 2026 |
| Thomasville National Bank | History | Added to | 6,009 | 578 | 0.04% | 0.04% | 858 | +42 | 0.7% | Q4 2025 | Jan 26, 2026 |
| FAIRFIELD, BUSH & CO. | History | Added to | 5,990 | 576 | 0.3% | 0.28% | 859 | +236 | 4.1% | Q4 2025 | Feb 13, 2026 |
| Cedarwood Wealth LLC | History | New | 5,707 | 573 | 0.64% | — | 864 | +5,707 | New | Q4 2025 | Mar 05, 2026 |
| Edgemoor Investment Advisors, Inc. | History | Reduced | 5,960 | 573 | 0.04% | 0.07% | 860 | -3,500 | -37.0% | Q4 2025 | Feb 10, 2026 |
| Cynosure Group, LLC | History | Reduced | 5,968 | 573 | 0.06% | 0.08% | 863 | -1,193 | -16.66% | Q4 2025 | Feb 17, 2026 |
| Crestwood Advisors Group, LLC | History | Reduced | 5,956 | 573 | 0.01% | 0.01% | 861 | -1,070 | -15.23% | Q4 2025 | Feb 03, 2026 |
| Richardson Capital Management LLC | History | No change | 5,960 | 573 | 0.29% | 0.27% | 862 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 5,910 | 568 | 0.17% | 0.17% | 865 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| FIRST FINANCIAL CORP /IN/ | History | Added to | 5,891 | 567 | 0.21% | 0.18% | 866 | +1,051 | 21.71% | Q4 2025 | Jan 13, 2026 |
| Vickerman Investment Advisors, Inc. | History | Reduced | 5,814 | 559 | 0.11% | 0.11% | 867 | -13 | -0.22% | Q4 2025 | Feb 12, 2026 |
| Alpha Financial Partners, LLC | History | Reduced | 5,774 | 555 | 0.34% | 0.36% | 868 | -26 | -0.45% | Q4 2025 | Feb 10, 2026 |
| My Personal CFO, LLC | History | New | 5,725 | 551 | 0.23% | — | 869 | +5,725 | New | Q4 2025 | Jan 15, 2026 |
| Westmount Partners, LLC | History | No change | 5,706 | 549 | 0.14% | 0.14% | 870 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Palisade Asset Management, LLC | History | Added to | 5,701 | 548 | 0.05% | 0.05% | 871 | +1 | 0.02% | Q4 2025 | Feb 13, 2026 |
| Excelsior Advisor Network LLC | History | New | 5,686 | 547 | 0.27% | — | 872 | +5,686 | New | Q4 2025 | Feb 13, 2026 |
| PKS Advisory Services, LLC | History | Added to | 5,680 | 546 | 0.12% | 0.11% | 873 | +129 | 2.32% | Q4 2025 | Feb 02, 2026 |
| Apella Capital, LLC | History | Added to | 5,655 | 544 | 0.01% | 0.0% | 874 | +3,502 | 162.66% | Q4 2025 | Jan 21, 2026 |
| UNION SAVINGS BANK | History | New | 5,647 | 543 | 0.24% | — | 875 | +5,647 | New | Q4 2025 | Mar 06, 2026 |
| SFMG, LLC | History | No change | 5,637 | 542 | 0.04% | 0.04% | 876 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| MACROVIEW INVESTMENT MANAGEMENT LLC | History | Added to | 5,603 | 539 | 0.37% | 0.4% | 877 | +11 | 0.2% | Q4 2025 | Feb 05, 2026 |
| TFC Financial Management, Inc. | History | No change | 5,605 | 539 | 0.07% | 0.07% | 878 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Keel Point, LLC | History | Added to | 5,585 | 537 | 0.03% | 0.03% | 879 | +1,141 | 25.68% | Q4 2025 | Feb 12, 2026 |
| Forum Private Client Group LLC | History | Reduced | 5,581 | 537 | 0.18% | 0.19% | 880 | -61 | -1.08% | Q4 2025 | Feb 06, 2026 |
| Ducere Wealth Management LLC | History | New | 5,554 | 534 | 0.21% | — | 882 | +5,554 | New | Q4 2025 | Feb 17, 2026 |
| Salomon & Ludwin, LLC | History | No change | 5,425 | 534 | 0.05% | 0.05% | 881 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| EQUITABLE TRUST CO | History | No change | 5,532 | 532 | 0.02% | 0.02% | 883 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Meramec Financial Planners, LLC | History | New | 5,227 | 531 | 0.21% | — | 884 | +5,227 | New | Q4 2025 | Feb 10, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 5,464 | 526 | 0.22% | 0.23% | 885 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| FOURPATH CAPITAL MANAGEMENT, LLC | History | No change | 5,465 | 526 | 0.07% | 0.07% | 886 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Impact Capital Partners LLC | History | Reduced | 5,460 | 525 | 0.16% | 0.18% | 887 | -592 | -9.78% | Q4 2025 | Jan 07, 2026 |
| TSFG, LLC | History | Reduced | 5,448 | 524 | 0.08% | 0.2% | 888 | -7,696 | -58.55% | Q4 2025 | Feb 04, 2026 |
| Torrey Growth & Income Advisors | History | Added to | 5,452 | 524 | 0.18% | 0.15% | 889 | +1 | 0.02% | Q4 2025 | Feb 17, 2026 |
| Werba Rubin Papier Wealth Management | History | Added to | 5,443 | 523 | 0.14% | 0.08% | 890 | +19 | 0.35% | Q4 2025 | Jan 27, 2026 |
| IFG Advisory, LLC | History | Added to | 5,390 | 518 | 0.02% | 0.02% | 892 | +730 | 15.67% | Q4 2025 | Feb 10, 2026 |
| GW&K Investment Management, LLC | History | No change | 5,381 | 518 | 0.0% | 0.0% | 891 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| SMI Advisory Services, LLC | History | Reduced | 5,161 | 516 | 0.09% | 0.11% | 893 | -657 | -11.29% | Q4 2025 | Jan 13, 2026 |
| FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | History | No change | 5,344 | 514 | 0.09% | 0.1% | 894 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Hudson Value Partners, LLC | History | New | 5,280 | 513 | 0.15% | — | 895 | +5,280 | New | Q4 2025 | Jan 28, 2026 |
| Arbor Wealth Advisors LLC | History | No change | 5,337 | 513 | 0.37% | 0.38% | 896 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| XTX Topco Ltd | History | New | 5,321 | 512 | 0.01% | — | 897 | +5,321 | New | Q4 2025 | Feb 17, 2026 |
| Harbour Capital Advisors, LLC | History | No change | 5,260 | 511 | 0.1% | 0.1% | 898 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| ENCOMPASS WEALTH ADVISORS, LLC | History | No change | 5,309 | 511 | 0.17% | 0.17% | 899 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 5,305 | 510 | 0.0% | 0.0% | 900 | +3,051 | 135.36% | Q4 2025 | Feb 13, 2026 |
| FIDUCIARY ADVISORS, INC. | History | Added to | 5,304 | 510 | 0.39% | 0.41% | 903 | +21 | 0.4% | Q4 2025 | Jan 27, 2026 |
| STEVENS CAPITAL PARTNERS | History | Added to | 5,306 | 510 | 0.13% | 0.15% | 901 | +2 | 0.04% | Q4 2025 | Jan 27, 2026 |
| United Community Bank | History | No change | 5,303 | 510 | 0.19% | 0.16% | 902 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | New | 5,296 | 509 | 0.11% | — | 904 | +5,296 | New | Q4 2025 | Feb 12, 2026 |
| TCI Wealth Advisors, Inc. | History | Reduced | 5,276 | 507 | 0.03% | 0.05% | 905 | -2,772 | -34.44% | Q4 2025 | Feb 02, 2026 |
| Nilsine Partners, LLC | History | No change | 5,274 | 507 | 0.04% | 0.05% | 906 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Paller Financial Services Inc | History | New | 5,262 | 506 | 0.41% | — | 907 | +5,262 | New | Q4 2025 | Jan 15, 2026 |
| Northstar Financial Companies, Inc. | History | New | 5,255 | 505 | 0.4% | — | 909 | +5,255 | New | Q4 2025 | Feb 09, 2026 |
| M3 Wealth Management, LLC | History | New | 5,255 | 505 | 0.4% | — | 910 | +5,255 | New | Q4 2025 | Feb 09, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 5,251 | 505 | 0.0% | 0.0% | 908 | -20 | -0.38% | Q4 2025 | Feb 12, 2026 |
| Altus Wealth Group LLC | History | Reduced | 5,245 | 504 | 0.2% | 0.21% | 911 | -47 | -0.89% | Q4 2025 | Feb 13, 2026 |
| Colonial Trust Advisors | History | Added to | 5,231 | 503 | 0.04% | 0.04% | 912 | +500 | 10.57% | Q4 2025 | Feb 12, 2026 |
| IRIDIAN ASSET MANAGEMENT LLC/CT | History | New | 5,220 | 502 | 0.18% | — | 913 | +5,220 | New | Q4 2025 | Jan 23, 2026 |
| TMB Capital Partners, LLC | History | New | 5,217 | 502 | 0.17% | — | 915 | +5,217 | New | Q4 2025 | Feb 19, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 5,220 | 502 | 0.02% | 0.02% | 914 | -273 | -4.97% | Q4 2025 | Jan 21, 2026 |
| JAMISON PRIVATE WEALTH MANAGEMENT, INC. | History | Reduced | 5,206 | 501 | 0.06% | 0.07% | 916 | -243 | -4.46% | Q4 2025 | Jan 15, 2026 |
| Balefire, LLC | History | Added to | 5,204 | 500 | 0.1% | 0.06% | 917 | +1,950 | 59.93% | Q4 2025 | Jan 12, 2026 |
| Nolet Wealth Management, LLC | History | New | 5,185 | 499 | 0.28% | — | 919 | +5,185 | New | Q4 2025 | Feb 27, 2026 |
| SOL Capital Management CO | History | No change | 5,180 | 499 | 0.04% | 0.04% | 918 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Hirtle Callaghan & Co LLC | History | No change | 5,143 | 495 | 0.02% | 0.02% | 920 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 5,136 | 494 | 0.02% | 0.01% | 921 | -6 | -0.12% | Q4 2025 | Jan 09, 2026 |
| LMCG INVESTMENTS, LLC | History | No change | 5,131 | 493 | 0.03% | 0.03% | 922 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| DBK Financial Counsel, LLC | History | No change | 5,105 | 491 | 0.38% | 0.41% | 923 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| William Mack & Associates, Inc. | History | Reduced | 5,083 | 489 | 0.23% | 0.28% | 924 | -297 | -5.52% | Q4 2025 | Feb 09, 2026 |
| Sonoma Allocations LLC | History | Reduced | 4,899 | 488 | 0.16% | 0.17% | 925 | -1 | -0.02% | Q4 2025 | Feb 23, 2026 |
| Everhart Financial Group, Inc. | History | Reduced | 5,066 | 487 | 0.05% | 0.05% | 926 | -30 | -0.59% | Q4 2025 | Jan 07, 2026 |
| New Hampshire Trust | History | No change | 5,069 | 487 | 0.09% | 0.09% | 927 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| BCS Private Wealth Management, Inc. | History | Reduced | 5,050 | 486 | 0.17% | 0.18% | 928 | -220 | -4.17% | Q4 2025 | Jan 26, 2026 |
| PARK NATIONAL CORP /OH/ | History | Reduced | 5,044 | 485 | 0.02% | 0.02% | 929 | -650 | -11.42% | Q4 2025 | Jan 05, 2026 |
| ARTHUR M. COHEN & ASSOCIATES, LLC | History | Added to | 5,045 | 485 | 0.08% | 0.08% | 930 | +11 | 0.22% | Q4 2025 | Feb 17, 2026 |
| Weil Company, Inc. | History | No change | 5,036 | 484 | 0.11% | 0.12% | 931 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Canandaigua National Trust Co of Florida | History | Reduced | 5,026 | 483 | 0.3% | 0.4% | 932 | -154 | -2.97% | Q4 2025 | Jan 30, 2026 |
| KFA Private Wealth Group, LLC | History | Added to | 5,023 | 483 | 0.12% | 0.14% | 933 | +1 | 0.02% | Q4 2025 | Jan 07, 2026 |
| Ballast Financial Advisors LLC | History | New | 5,012 | 482 | 0.5% | — | 934 | +5,012 | New | Q4 2025 | Feb 17, 2026 |
| Trust Co | History | Added to | 4,998 | 481 | 0.05% | 0.05% | 936 | +334 | 7.16% | Q4 2025 | Jan 15, 2026 |
| E&G Advisors, LP | History | No change | 5,000 | 481 | 0.11% | 0.11% | 935 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Herold Advisors, Inc. | History | No change | 5,000 | 481 | 0.11% | 0.11% | 937 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Added to | 4,988 | 480 | 0.02% | 0.01% | 938 | +213 | 4.46% | Q4 2025 | Jan 30, 2026 |
| Valued Retirements, Inc. | History | No change | 4,990 | 480 | 0.47% | 0.52% | 939 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Mach-1 Financial Group, LLC | History | New | 4,981 | 479 | 0.1% | — | 941 | +4,981 | New | Q4 2025 | Feb 06, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 4,977 | 479 | 0.01% | 0.01% | 940 | -1,137 | -18.6% | Q4 2025 | Feb 06, 2026 |
| Joel Isaacson & Co., LLC | History | Reduced | 4,971 | 478 | 0.02% | 0.02% | 942 | -699 | -12.33% | Q4 2025 | Jan 30, 2026 |
| CASTLE WEALTH MANAGEMENT LLC | History | No change | 4,960 | 477 | 0.16% | 0.16% | 943 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Beck Bode, LLC | History | Reduced | 4,951 | 476 | 0.08% | 0.08% | 944 | -358 | -6.74% | Q4 2025 | Feb 09, 2026 |
| Christensen, King & Associates Investment Services, Inc. | History | Reduced | 4,944 | 475 | 0.2% | 0.21% | 945 | -47 | -0.94% | Q4 2025 | Jan 22, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | New | 4,743 | 474 | 0.03% | — | 946 | +4,743 | New | Q4 2025 | Feb 13, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Reduced | 4,848 | 466 | 0.06% | 0.06% | 947 | -35 | -0.72% | Q4 2025 | Jan 07, 2026 |
| Windsor Capital Management, LLC | History | Reduced | 4,824 | 464 | 0.13% | 0.16% | 948 | -1,346 | -21.82% | Q4 2025 | Jan 15, 2026 |
| M1 Capital Management LLC | History | Reduced | 4,828 | 464 | 0.19% | 0.2% | 950 | -30 | -0.62% | Q4 2025 | Feb 13, 2026 |
| Colonial Trust Co / SC | History | No change | 4,825 | 464 | 0.06% | 0.06% | 949 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 4,810 | 463 | 0.05% | 0.05% | 951 | -24 | -0.5% | Q4 2025 | Feb 13, 2026 |
| Clal Insurance Enterprises Holdings Ltd | History | No change | 4,804 | 462 | 0.0% | 0.0% | 952 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| 49 WEALTH MANAGEMENT, LLC | History | Added to | 4,789 | 461 | 0.04% | 0.04% | 954 | +71 | 1.5% | Q4 2025 | Feb 04, 2026 |
| Register Financial Advisors LLC | History | Added to | 4,792 | 461 | 0.18% | 0.18% | 953 | +8 | 0.17% | Q4 2025 | Jan 21, 2026 |
| L.K. Benson & Company, P.C. | History | New | 4,785 | 460 | 0.23% | — | 955 | +4,785 | New | Q4 2025 | Feb 06, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 4,775 | 459 | 0.01% | 0.01% | 956 | -98 | -2.01% | Q4 2025 | Feb 03, 2026 |
| NCM Capital Management, LLC | History | No change | 4,752 | 457 | 0.17% | 0.18% | 957 | 0 | 0.0% | Q4 2025 | Mar 02, 2026 |
| Paladin Advisory Group, LLC | History | Added to | 4,737 | 456 | 0.33% | 0.02% | 959 | +4,400 | 1305.64% | Q4 2025 | Jan 21, 2026 |
| Jefferies Financial Group Inc. | History | No change | 4,740 | 456 | 0.0% | 0.0% | 958 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| InvesTrust | History | No change | 4,743 | 456 | 0.18% | 0.17% | 960 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| JGP Wealth Management, LLC | History | Added to | 4,733 | 455 | 0.05% | 0.04% | 961 | +670 | 16.49% | Q4 2025 | Jan 12, 2026 |
| JT Stratford LLC | History | New | 4,721 | 454 | 0.06% | — | 962 | +4,721 | New | Q4 2025 | Feb 12, 2026 |
| Holistic Financial Partners | History | No change | 4,712 | 453 | 0.16% | 0.19% | 963 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Stonebrook Private Inc. | History | No change | 4,712 | 453 | 0.09% | 0.1% | 964 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Farmers & Merchants Trust Co of Chambersburg PA | History | No change | 4,696 | 452 | 0.13% | 0.13% | 965 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Added to | 4,687 | 451 | 0.06% | 0.05% | 966 | +1,048 | 28.8% | Q4 2025 | Jan 15, 2026 |
| Resurgent Financial Advisors LLC | History | No change | 4,675 | 450 | 0.23% | 0.22% | 967 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Breachway Investments LLC | History | New | 4,665 | 449 | 0.47% | — | 968 | +4,665 | New | Q4 2025 | Jan 27, 2026 |
| Flagship Private Wealth, LLC | History | Added to | 4,657 | 448 | 0.18% | 0.18% | 969 | +19 | 0.41% | Q4 2025 | Feb 04, 2026 |
| Broadview Financial Management, LLC | History | Added to | 4,648 | 447 | 0.3% | 0.3% | 970 | +19 | 0.41% | Q4 2025 | Feb 13, 2026 |
| Bell Bank | History | Added to | 4,622 | 444 | 0.02% | 0.02% | 971 | +291 | 6.72% | Q4 2025 | Jan 14, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 4,602 | 443 | 0.02% | 0.02% | 972 | +422 | 10.1% | Q4 2025 | Jan 20, 2026 |
| TrustBank | History | New | 4,600 | 442 | 0.18% | — | 973 | +4,600 | New | Q4 2025 | Feb 09, 2026 |
| Parcion Private Wealth LLC | History | New | 4,576 | 440 | 0.03% | — | 974 | +4,576 | New | Q4 2025 | Jan 26, 2026 |
| Lynx Investment Advisory | History | New | 4,565 | 439 | 0.24% | — | 976 | +4,565 | New | Q4 2025 | Feb 05, 2026 |
| D. E. Shaw & Co., Inc. | History | New | 4,563 | 439 | 0.0% | — | 975 | +4,563 | New | Q4 2025 | Feb 17, 2026 |
| Mutual Advisors, LLC | History | Added to | 4,555 | 438 | 0.01% | 0.01% | 977 | +378 | 9.05% | Q4 2025 | Feb 02, 2026 |
| MWA Asset Management | History | Added to | 4,536 | 436 | 0.24% | 0.24% | 978 | +32 | 0.71% | Q4 2025 | Jan 29, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Added to | 4,524 | 435 | 0.02% | 0.02% | 980 | +589 | 14.97% | Q4 2025 | Jan 12, 2026 |
| King Wealth Management Group | History | No change | 4,520 | 435 | 0.05% | 0.05% | 979 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Praetorian Wealth Management, Inc. | History | New | 4,500 | 433 | 0.09% | — | 981 | +4,500 | New | Q4 2025 | Jan 14, 2026 |
| Fortis Capital Advisors, LLC | History | Reduced | 4,505 | 433 | 0.06% | 0.07% | 982 | -3 | -0.07% | Q4 2025 | Jan 27, 2026 |
| Legacy Wealth Asset Management, LLC | History | New | 4,474 | 430 | 0.11% | — | 984 | +4,474 | New | Q4 2025 | Jan 12, 2026 |
| Allegheny Financial Group | History | New | 4,473 | 430 | 0.06% | — | 983 | +4,473 | New | Q4 2025 | Feb 02, 2026 |
| Guardian Asset Advisors, LLC | History | Added to | 4,449 | 428 | 0.22% | 0.23% | 986 | +17 | 0.38% | Q4 2025 | Jan 29, 2026 |
| HOHIMER WEALTH MANAGEMENT, LLC | History | No change | 4,450 | 428 | 0.06% | 0.06% | 985 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Checchi Capital Advisers, LLC | History | Reduced | 4,436 | 427 | 0.02% | 0.02% | 987 | -8 | -0.18% | Q4 2025 | Jan 27, 2026 |
| BankPlus Trust Department | History | No change | 4,437 | 427 | 0.11% | 0.11% | 988 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| ERn Financial, LLC | History | New | 4,416 | 425 | 0.08% | — | 989 | +4,416 | New | Q4 2025 | Jan 15, 2026 |
| James J. Burns & Company, LLC | History | Added to | 4,421 | 425 | 0.06% | 0.06% | 990 | +4 | 0.09% | Q4 2025 | Jan 23, 2026 |
| Invera Wealth Advisors, LLC | History | Reduced | 4,398 | 423 | 0.27% | 0.27% | 991 | -122 | -2.7% | Q4 2025 | Jan 23, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 4,388 | 422 | 0.0% | 0.0% | 992 | +132 | 3.1% | Q4 2025 | Feb 17, 2026 |
| Plancorp, LLC | History | No change | 4,386 | 422 | 0.01% | 0.01% | 993 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| HMS Capital Management, LLC | History | No change | 4,393 | 422 | 0.17% | 0.18% | 994 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Advisory Alpha, LLC | History | Reduced | 4,375 | 421 | 0.01% | 0.01% | 995 | -126 | -2.8% | Q4 2025 | Feb 06, 2026 |
| BURNEY CO/ | History | Added to | 4,366 | 420 | 0.01% | 0.01% | 996 | +788 | 22.02% | Q4 2025 | Jan 23, 2026 |
| Old Peak Finance LLC | History | New | 4,352 | 418 | 0.26% | — | 999 | +4,352 | New | Q4 2025 | Feb 10, 2026 |
| MRP Capital Investments, LLC | History | Added to | 4,346 | 418 | 0.35% | 0.15% | 998 | +2,400 | 123.33% | Q4 2025 | Feb 09, 2026 |
| BLODGETT WEALTH ADVISORS, LLC | History | Reduced | 4,350 | 418 | 0.29% | 0.36% | 997 | -1,118 | -20.45% | Q4 2025 | Jan 29, 2026 |
| Wealthspire Retirement, LLC | History | Added to | 4,334 | 417 | 0.03% | 0.03% | 1000 | +134 | 3.19% | Q4 2025 | Feb 18, 2026 |
| TRED AVON FAMILY WEALTH, LLC | History | No change | 4,335 | 417 | 0.14% | 0.14% | 1001 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Truepoint, Inc. | History | No change | 4,313 | 415 | 0.01% | 0.01% | 1002 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Bridgewater Advisors Inc. | History | No change | 4,121 | 415 | 0.03% | 0.03% | 1003 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Mason Investment Advisory Services, Inc. | History | Added to | 4,287 | 412 | 0.02% | 0.02% | 1004 | +2 | 0.05% | Q4 2025 | Feb 12, 2026 |
| ASSOCIATED BANC-CORP | History | Added to | 4,255 | 409 | 0.01% | 0.01% | 1005 | +259 | 6.48% | Q4 2025 | Feb 06, 2026 |
| Bouchey Financial Group Ltd | History | Reduced | 4,251 | 409 | 0.03% | 0.03% | 1006 | -48 | -1.12% | Q4 2025 | Jan 16, 2026 |
| MTM Investment Management, LLC | History | No change | 4,229 | 407 | 0.13% | 0.13% | 1007 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| BlueChip Wealth Advisors LLC | History | No change | 4,218 | 406 | 0.17% | 0.17% | 1008 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| ORG Partners LLC | History | Added to | 4,216 | 405 | 0.07% | 0.05% | 1011 | +1,306 | 44.88% | Q4 2025 | Jan 14, 2026 |
| NORTHEAST INVESTMENT MANAGEMENT | History | No change | 4,209 | 405 | 0.02% | 0.02% | 1009 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| CAPITAL CITY TRUST CO/FL | History | No change | 4,214 | 405 | 0.09% | 0.1% | 1010 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| SENTINEL TRUST CO LBA | History | No change | 4,165 | 401 | 0.04% | 0.04% | 1012 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| KAVAR CAPITAL PARTNERS GROUP, LLC | History | Reduced | 4,158 | 400 | 0.06% | 0.05% | 1013 | -88 | -2.07% | Q4 2025 | Jan 20, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 4,144 | 398 | 0.01% | 0.01% | 1014 | +1,524 | 58.17% | Q4 2025 | Feb 09, 2026 |
| Baker Avenue Asset Management, LP | History | Added to | 4,137 | 398 | 0.01% | 0.01% | 1015 | +16 | 0.39% | Q4 2025 | Feb 10, 2026 |
| Versant Capital Management, Inc | History | No change | 4,144 | 398 | 0.05% | 0.05% | 1016 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Magnus Financial Group LLC | History | Added to | 4,124 | 397 | 0.03% | 0.03% | 1017 | +15 | 0.37% | Q4 2025 | Jan 07, 2026 |
| Cadence Bank | History | Reduced | 4,114 | 396 | 0.02% | 0.03% | 1018 | -582 | -12.39% | Q4 2025 | Jan 30, 2026 |
| Ironwood Wealth Management, LLC. | History | Added to | 4,114 | 396 | 0.12% | 0.13% | 1019 | +127 | 3.19% | Q4 2025 | Feb 02, 2026 |
| Blue Zone Wealth Advisors, LLC | History | Reduced | 4,099 | 394 | 0.08% | 0.08% | 1020 | -63 | -1.51% | Q4 2025 | Jan 21, 2026 |
| Community Bank of Raymore | History | Reduced | 4,075 | 392 | 0.27% | 0.28% | 1022 | -154 | -3.64% | Q4 2025 | Jan 23, 2026 |
| Duncan Williams Asset Management, LLC | History | Reduced | 3,919 | 392 | 0.1% | 0.11% | 1023 | -3 | -0.08% | Q4 2025 | Feb 05, 2026 |
| ARROW FINANCIAL CORP | History | No change | 4,076 | 392 | 0.04% | 0.04% | 1021 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Waterfront Wealth Inc. | History | Added to | 3,884 | 391 | 0.07% | 0.07% | 1025 | +141 | 3.77% | Q4 2025 | Jan 27, 2026 |
| Lutz Financial Services LLC | History | No change | 4,065 | 391 | 0.03% | 0.03% | 1024 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| ADE, LLC | History | Added to | 4,033 | 388 | 0.19% | 0.17% | 1026 | +473 | 13.29% | Q4 2025 | Feb 10, 2026 |
| Regency Capital Management Inc.\DE | History | New | 4,000 | 385 | 0.16% | — | 1029 | +4,000 | New | Q4 2025 | Feb 11, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 4,000 | 385 | 0.3% | — | 1030 | +4,000 | New | Q4 2025 | Feb 11, 2026 |
| John A. Wolfe & Associates, Inc. | History | New | 4,000 | 385 | 0.21% | — | 1031 | +4,000 | New | Q4 2025 | Mar 16, 2026 |
| REDW Wealth LLC | History | No change | 4,000 | 385 | 0.15% | 0.15% | 1027 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Phoenix Wealth Advisors | History | No change | 4,001 | 385 | 0.15% | 0.15% | 1028 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Reduced | 3,993 | 384 | 0.04% | 0.05% | 1032 | -227 | -5.38% | Q4 2025 | Jan 14, 2026 |
| Shelter Mutual Insurance Co | History | Added to | 3,980 | 383 | 0.09% | 0.08% | 1033 | +320 | 8.74% | Q4 2025 | Feb 13, 2026 |
| Antonelli Financial Advisors, LLC | History | No change | 3,983 | 383 | 0.25% | 0.26% | 1034 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Prairie Wealth Advisors, Inc. | History | Closed out | 0 | 381 | 0.16% | 0.16% | 1035 | -3,960 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | History | No change | 3,722 | 378 | 0.05% | 0.06% | 1036 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| O'ROURKE & COMPANY, Inc | History | Added to | 3,914 | 376 | 0.15% | 0.13% | 1038 | +789 | 25.25% | Q4 2025 | Jan 28, 2026 |
| OAK HARBOR WEALTH PARTNERS, LLC | History | Added to | 3,907 | 376 | 0.09% | 0.09% | 1039 | +268 | 7.36% | Q4 2025 | Feb 02, 2026 |
| TOBIAS FINANCIAL ADVISORS, INC. | History | Reduced | 3,914 | 376 | 0.05% | 0.06% | 1037 | -17 | -0.43% | Q4 2025 | Feb 13, 2026 |
| Landmark Wealth Management, LLC | History | Added to | 3,897 | 375 | 0.14% | 0.15% | 1040 | +15 | 0.39% | Q4 2025 | Feb 05, 2026 |
| First National Advisers, LLC | History | No change | 3,900 | 375 | 0.05% | 0.05% | 1041 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| McClarren Financial Advisors, Inc. | History | Added to | 3,916 | 374 | 0.22% | 0.23% | 1043 | +3,750 | 2259.04% | Q4 2025 | Jan 13, 2026 |
| Guidance Point Advisors, LLC | History | Added to | 3,892 | 374 | 0.09% | 0.09% | 1042 | +2 | 0.05% | Q4 2025 | Feb 11, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Added to | 3,876 | 373 | 0.05% | 0.03% | 1044 | +2,056 | 112.97% | Q4 2025 | Jan 23, 2026 |
| Legacy Financial Advisors, Inc. | History | Reduced | 3,883 | 373 | 0.05% | 0.06% | 1045 | -413 | -9.61% | Q4 2025 | Feb 04, 2026 |
| Tanager Wealth Management LLP | History | No change | 3,884 | 373 | 0.04% | 0.04% | 1046 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Affinity Capital Advisors, LLC | History | Reduced | 3,855 | 371 | 0.05% | 0.06% | 1048 | -8 | -0.21% | Q4 2025 | Jan 09, 2026 |
| Colorado Capital Management, Inc. | History | No change | 3,858 | 371 | 0.14% | 0.14% | 1047 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| MGB Wealth Management, LLC | History | No change | 3,852 | 370 | 0.11% | 0.1% | 1049 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Charles Schwab Trust Co | History | Reduced | 3,825 | 368 | 0.02% | 0.25% | 1051 | -33,718 | -89.81% | Q4 2025 | Jan 09, 2026 |
| Henrickson Nauta Wealth Advisors, Inc. | History | Added to | 3,695 | 368 | 0.05% | 0.08% | 1052 | +1,159 | 45.7% | Q4 2025 | Jan 07, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Reduced | 3,829 | 368 | 0.04% | 0.05% | 1050 | -388 | -9.2% | Q4 2025 | Jan 26, 2026 |
| PACK Private Wealth, LLC | History | No change | 3,822 | 367 | 0.17% | 0.17% | 1053 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Financial Alternatives, Inc | History | No change | 3,814 | 367 | 0.21% | 0.22% | 1054 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | New | 3,805 | 366 | 0.02% | — | 1057 | +3,805 | New | Q4 2025 | Feb 17, 2026 |
| New Republic Capital, LLC | History | Added to | 3,802 | 366 | 0.1% | 0.04% | 1055 | +2,329 | 158.11% | Q4 2025 | Feb 10, 2026 |
| STEINBERGANNA WEALTH MANAGEMENT | History | Reduced | 3,803 | 366 | 0.17% | 0.18% | 1056 | -74 | -1.91% | Q4 2025 | Jan 26, 2026 |
| Optas, LLC | History | No change | 3,800 | 365 | 0.06% | 0.06% | 1058 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| V2 Financial group LLC | History | No change | 3,800 | 365 | 0.18% | 0.2% | 1059 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 3,784 | 364 | 0.04% | 0.04% | 1060 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| GRANITE ISLANDS PRIVATE WEALTH, LLC | History | New | 3,775 | 363 | 0.33% | — | 1063 | +3,775 | New | Q4 2025 | Feb 12, 2026 |
| CRA Financial Services, LLC | History | Added to | 3,778 | 363 | 0.05% | 0.05% | 1061 | +1 | 0.03% | Q4 2025 | Jan 16, 2026 |
| CPA Asset Management Group, LLC | History | No change | 3,779 | 363 | 0.13% | 0.14% | 1062 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| CURTIS WEALTH MANAGEMENT LLC | History | New | 3,597 | 361 | 0.31% | — | 1065 | +3,597 | New | Q4 2025 | Feb 11, 2026 |
| Poehling Capital Management, INC. | History | No change | 3,751 | 361 | 0.07% | 0.08% | 1064 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Rockwood Wealth Management, LLC | History | New | 3,743 | 360 | 0.03% | — | 1066 | +3,743 | New | Q4 2025 | Jan 29, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | Reduced | 3,747 | 360 | 0.09% | 0.09% | 1067 | -10 | -0.27% | Q4 2025 | Jan 27, 2026 |
| Fisher Asset Management, LLC | History | Added to | 3,727 | 358 | 0.0% | 0.0% | 1068 | +129 | 3.59% | Q4 2025 | Feb 09, 2026 |
| Goldenstone Wealth Management LLC | History | New | 3,714 | 357 | 0.27% | — | 1070 | +3,714 | New | Q4 2025 | Feb 06, 2026 |
| HM PAYSON & CO | History | No change | 3,714 | 357 | 0.01% | 0.01% | 1069 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| EWA, LLC | History | Reduced | 3,690 | 355 | 0.09% | 0.1% | 1071 | -7 | -0.19% | Q4 2025 | Feb 03, 2026 |
| PRINCETON CAPITAL MANAGEMENT LLC | History | New | 3,677 | 353 | 0.09% | — | 1072 | +3,677 | New | Q4 2025 | Feb 06, 2026 |
| Madden Advisory Services, Inc. | History | Added to | 3,668 | 353 | 0.14% | 0.13% | 1073 | +264 | 7.76% | Q4 2025 | Feb 11, 2026 |
| RESOURCES MANAGEMENT CORP /CT/ /ADV | History | New | 3,652 | 352 | 0.05% | — | 1074 | +3,652 | New | Q4 2025 | Feb 13, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | Reduced | 3,649 | 351 | 0.02% | 0.02% | 1075 | -9 | -0.25% | Q4 2025 | Feb 12, 2026 |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | History | Added to | 3,617 | 348 | 0.12% | 0.12% | 1076 | +2 | 0.06% | Q4 2025 | Jan 21, 2026 |
| Capital Analysts, LLC | History | Reduced | 3,604 | 347 | 0.01% | 0.02% | 1077 | -3,196 | -47.0% | Q4 2025 | Feb 11, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 3,603 | 346 | 0.06% | 0.0% | 1081 | +645 | 21.81% | Q4 2025 | Mar 04, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Added to | 3,599 | 346 | 0.01% | 0.01% | 1080 | +46 | 1.29% | Q4 2025 | Feb 17, 2026 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | History | No change | 3,602 | 346 | 0.17% | 0.17% | 1078 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Boston Common Asset Management, LLC | History | No change | 3,602 | 346 | 0.02% | 0.01% | 1079 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| ROCKLAND TRUST CO | History | Added to | 3,585 | 345 | 0.01% | 0.01% | 1082 | +463 | 14.83% | Q4 2025 | Jan 15, 2026 |
| LVZ, Inc. | History | Added to | 3,567 | 343 | 0.04% | 0.03% | 1083 | +1,067 | 42.68% | Q4 2025 | Feb 10, 2026 |
| Main Street Financial Solutions, LLC | History | Added to | 3,563 | 343 | 0.03% | 0.02% | 1084 | +703 | 24.58% | Q4 2025 | Feb 17, 2026 |
| RFG Advisory, LLC | History | Reduced | 3,554 | 342 | 0.01% | 0.01% | 1085 | -445 | -11.13% | Q4 2025 | Feb 03, 2026 |
| Topel & Distasi Wealth Management, LLC | History | Added to | 3,547 | 341 | 0.17% | 0.17% | 1087 | +25 | 0.71% | Q4 2025 | Feb 09, 2026 |
| Crewe Advisors LLC | History | No change | 3,549 | 341 | 0.03% | 0.03% | 1086 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| UNITED BANK | History | No change | 3,537 | 340 | 0.04% | 0.04% | 1088 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Bruce G. Allen Investments, LLC | History | Added to | 3,522 | 339 | 0.23% | 0.24% | 1090 | +14 | 0.4% | Q4 2025 | Feb 10, 2026 |
| SPINNAKER TRUST | History | No change | 3,524 | 339 | 0.02% | 0.02% | 1089 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Bernardo Wealth Planning LLC | History | Reduced | 3,519 | 338 | 0.06% | 0.07% | 1091 | -286 | -7.52% | Q4 2025 | Jan 26, 2026 |
| Sandy Cove Advisors, LLC | History | Reduced | 3,508 | 337 | 0.1% | 0.17% | 1092 | -2,071 | -37.12% | Q4 2025 | Feb 09, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 3,499 | 336 | 0.0% | 0.0% | 1093 | -1,089 | -23.74% | Q4 2025 | Feb 11, 2026 |
| Invst, LLC | History | New | 3,485 | 335 | 0.04% | — | 1094 | +3,485 | New | Q4 2025 | Feb 11, 2026 |
| Pacifica Partners Inc. | History | New | 3,433 | 334 | 0.15% | — | 1095 | +3,433 | New | Q4 2025 | Jan 09, 2026 |
| Winthrop Capital Management, LLC | History | Reduced | 3,442 | 331 | 0.08% | 0.09% | 1096 | -274 | -7.37% | Q4 2025 | Feb 10, 2026 |
| Journey Beyond Wealth, LLC | History | No change | 3,448 | 331 | 0.26% | 0.27% | 1097 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 3,392 | 327 | 0.01% | 0.01% | 1098 | +1,083 | 46.9% | Q4 2025 | Feb 12, 2026 |
| BAM Wealth Management, LLC | History | Reduced | 3,399 | 327 | 0.24% | 0.31% | 1100 | -810 | -19.24% | Q4 2025 | Jan 20, 2026 |
| ACIMA PRIVATE WEALTH, LLC | History | No change | 3,404 | 327 | 0.1% | 0.1% | 1099 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| SmartHarvest Portfolios, LLC | History | New | 3,388 | 326 | 0.11% | — | 1101 | +3,388 | New | Q4 2025 | Feb 12, 2026 |
| Towerpoint Wealth, LLC | History | Reduced | 3,380 | 325 | 0.13% | 0.15% | 1103 | -308 | -8.35% | Q4 2025 | Jan 15, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | History | Reduced | 3,381 | 325 | 0.05% | 0.06% | 1102 | -19 | -0.56% | Q4 2025 | Feb 03, 2026 |
| WEDGEWOOD INVESTORS INC /PA/ | History | No change | 3,370 | 324 | 0.37% | 0.36% | 1104 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Revolve Wealth Partners, LLC | History | Reduced | 3,360 | 323 | 0.04% | 0.08% | 1105 | -3,857 | -53.44% | Q4 2025 | Jan 20, 2026 |
| Enclave Advisors LLC | History | Added to | 3,361 | 323 | 0.05% | 0.04% | 1106 | +930 | 38.26% | Q4 2025 | Jan 14, 2026 |
| Biltmore Family Office, LLC | History | No change | 3,347 | 322 | 0.04% | 0.05% | 1107 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Kure Advisory, LLC | History | No change | 3,335 | 321 | 0.18% | 0.2% | 1108 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| HOWLAND CAPITAL MANAGEMENT LLC | History | Reduced | 3,316 | 319 | 0.01% | 0.01% | 1109 | -100 | -2.93% | Q4 2025 | Feb 13, 2026 |
| Objectivity Squared, LLC | History | Added to | 3,317 | 319 | 0.18% | 0.19% | 1110 | +13 | 0.39% | Q4 2025 | Feb 02, 2026 |
| GUYASUTA INVESTMENT ADVISORS INC | History | No change | 3,300 | 317 | 0.02% | 0.02% | 1111 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Sage Financial Management Group, Inc. | History | No change | 3,293 | 317 | 0.1% | 0.1% | 1112 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Alpine Bank Wealth Management | History | No change | 3,285 | 316 | 0.04% | 0.04% | 1113 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Legacy Wealth Management, LLC / MS | History | Added to | 3,277 | 315 | 0.08% | 0.09% | 1115 | +4 | 0.12% | Q4 2025 | Jan 05, 2026 |
| MERIDIAN INVESTMENT COUNSEL INC. | History | No change | 3,275 | 315 | 0.08% | 0.08% | 1114 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| BridgePort Financial Solutions, LLC | History | Added to | 3,269 | 314 | 0.08% | 0.07% | 1116 | +741 | 29.31% | Q4 2025 | Jan 16, 2026 |
| ARS Wealth Advisors Group, LLC | History | Added to | 3,261 | 313 | 0.03% | 0.03% | 1117 | +2 | 0.06% | Q4 2025 | Jan 12, 2026 |
| Clearbridge Investments, LLC | History | New | 3,250 | 312 | 0.0% | — | 1119 | +3,250 | New | Q4 2025 | Feb 11, 2026 |
| Avantax Planning Partners, Inc. | History | Reduced | 3,250 | 312 | 0.01% | 0.01% | 1118 | -50 | -1.52% | Q4 2025 | Feb 05, 2026 |
| Detalus Advisors, LLC | History | Added to | 3,220 | 310 | 0.08% | 0.08% | 1121 | +2 | 0.06% | Q4 2025 | Feb 03, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 3,229 | 310 | 0.01% | 0.01% | 1120 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| AlTi Global, Inc. | History | No change | 3,216 | 309 | 0.01% | 0.01% | 1122 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 3,208 | 308 | 0.27% | — | 1123 | +3,208 | New | Q4 2025 | Feb 10, 2026 |
| VAUGHAN DAVID INVESTMENTS LLC/IL | History | No change | 3,194 | 307 | 0.01% | 0.01% | 1124 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Riverview Trust Co | History | No change | 3,180 | 306 | 0.37% | 0.37% | 1125 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Formidable Asset Management, LLC | History | No change | 3,160 | 305 | 0.04% | 0.05% | 1126 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| ALLSTATE CORP | History | No change | 3,150 | 303 | 0.0% | 0.01% | 1127 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | New | 3,137 | 301 | 0.05% | — | 1128 | +3,137 | New | Q4 2025 | Feb 12, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Reduced | 3,120 | 300 | 0.0% | 0.0% | 1129 | -518 | -14.24% | Q4 2025 | Feb 17, 2026 |
| Main Line Retirement Advisors, LLC | History | Added to | 3,117 | 300 | 0.15% | 0.15% | 1131 | +13 | 0.42% | Q4 2025 | Jan 21, 2026 |
| GREAT OAK CAPITAL PARTNERS, LLC | History | Added to | 3,090 | 300 | 0.08% | 0.08% | 1132 | +12 | 0.39% | Q4 2025 | Jan 06, 2026 |
| Emerald Advisors, LLC | History | No change | 3,117 | 300 | 0.04% | 0.04% | 1130 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| PLANWISER FINANCIAL, LLC | History | Reduced | 2,968 | 299 | 0.22% | 0.23% | 1133 | -107 | -3.48% | Q4 2025 | Feb 13, 2026 |
| RPS ADVISORY SOLUTIONS LLC | History | Reduced | 3,096 | 298 | 0.14% | 0.15% | 1136 | -91 | -2.86% | Q4 2025 | Feb 06, 2026 |
| Arbor Investment Advisors, LLC | History | No change | 3,099 | 298 | 0.04% | 0.04% | 1134 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Members Trust Co | History | No change | 3,104 | 298 | 0.01% | 0.01% | 1135 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Three Cord True Wealth Management, LLC | History | No change | 3,103 | 298 | 0.17% | 0.2% | 1137 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Marble Harbor Investment Counsel, LLC | History | No change | 3,095 | 297 | 0.03% | 0.03% | 1138 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | History | No change | 3,084 | 296 | 0.04% | 0.05% | 1139 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Shared Vision Wealth Group LLC | History | Added to | 2,928 | 294 | 0.12% | 0.12% | 1141 | +54 | 1.88% | Q4 2025 | Feb 11, 2026 |
| Weaver Consulting Group | History | No change | 3,058 | 294 | 0.07% | 0.08% | 1140 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | No change | 3,042 | 292 | 0.19% | 0.19% | 1142 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| 1834 INVESTMENT ADVISORS CO | History | No change | 3,028 | 291 | 0.04% | 0.04% | 1143 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Ulland Investment Advisors, LLC | History | No change | 3,025 | 291 | 0.23% | 0.22% | 1144 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| TPG Advisors LLC | History | No change | 3,020 | 290 | 0.18% | 0.19% | 1145 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Diversified Portfolios, Inc. | History | Reduced | 3,008 | 289 | 0.02% | 0.03% | 1146 | -130 | -4.14% | Q4 2025 | Feb 09, 2026 |
| Tillman Hartley LLC | History | New | 3,000 | 288 | 0.07% | — | 1148 | +3,000 | New | Q4 2025 | Feb 13, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 3,000 | 288 | 0.1% | 0.1% | 1147 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Grey Ledge Advisors, LLC | History | No change | 2,975 | 286 | 0.06% | 0.07% | 1149 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| CFS Investment Advisory Services, LLC | History | Added to | 2,969 | 285 | 0.02% | 0.02% | 1151 | +59 | 2.03% | Q4 2025 | Feb 10, 2026 |
| Accelerate Investment Advisors LLC | History | Added to | 2,963 | 285 | 0.19% | 0.19% | 1152 | +25 | 0.85% | Q4 2025 | Jan 12, 2026 |
| Galvin, Gaustad & Stein, LLC | History | No change | 2,964 | 285 | 0.02% | 0.02% | 1150 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| TABLEAUX LLC | History | Reduced | 2,960 | 284 | 0.2% | 0.23% | 1153 | -2,960 | -50.0% | Q4 2025 | Feb 17, 2026 |
| First Bank & Trust | History | Reduced | 2,943 | 283 | 0.05% | 0.05% | 1154 | -139 | -4.51% | Q4 2025 | Jan 12, 2026 |
| Royal Harbor Partners, LLC | History | Reduced | 2,948 | 283 | 0.09% | 0.1% | 1155 | -39 | -1.31% | Q4 2025 | Feb 19, 2026 |
| Israel Discount Bank of New York | History | Reduced | 2,926 | 281 | 0.76% | 1.43% | 1157 | -2,089 | -41.66% | Q4 2025 | Jan 28, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | Added to | 2,920 | 281 | 0.04% | 0.04% | 1156 | +703 | 31.71% | Q4 2025 | Jan 22, 2026 |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | History | No change | 2,924 | 281 | 0.07% | 0.07% | 1158 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| ASL Financial, LLC | History | New | 2,913 | 280 | 0.22% | — | 1162 | +2,913 | New | Q4 2025 | Jan 20, 2026 |
| Crusonia Wealth Advisors LLC | History | New | 2,911 | 280 | 0.06% | — | 1163 | +2,911 | New | Q4 2025 | Feb 18, 2026 |
| Tennessee Valley Asset Management Partners | History | Reduced | 2,917 | 280 | 0.04% | 0.04% | 1159 | -280 | -8.76% | Q4 2025 | Feb 05, 2026 |
| TAGStone Capital, Inc. | History | No change | 2,915 | 280 | 0.1% | 0.11% | 1160 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Plan A Wealth LLC | History | No change | 2,915 | 280 | 0.14% | 0.14% | 1161 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Castleview Partners, LLC | History | New | 2,906 | 279 | 0.14% | — | 1166 | +2,906 | New | Q4 2025 | Jan 12, 2026 |
| Financial Planning Navigators CORP | History | New | 2,901 | 279 | 0.13% | — | 1169 | +2,901 | New | Q4 2025 | Jan 16, 2026 |
| Clayton Financial Group LLC | History | New | 2,900 | 279 | 0.14% | — | 1167 | +2,900 | New | Q4 2025 | Jan 21, 2026 |
| CLUNE & ASSOCIATES, LTD. | History | New | 2,900 | 279 | 0.06% | — | 1168 | +2,900 | New | Q4 2025 | Feb 09, 2026 |
| BAYBAN | History | New | 2,900 | 279 | 0.25% | — | 1170 | +2,900 | New | Q4 2025 | Mar 05, 2026 |
| Pettee Investors, Inc. | History | Added to | 2,900 | 279 | 0.16% | 0.12% | 1165 | +716 | 32.78% | Q4 2025 | Feb 02, 2026 |
| ADIRONDACK TRUST CO | History | Reduced | 2,899 | 279 | 0.09% | 0.1% | 1164 | -123 | -4.07% | Q4 2025 | Jan 08, 2026 |
| PINKERTON WEALTH, LLC | History | Added to | 2,878 | 277 | 0.03% | 0.03% | 1171 | +257 | 9.81% | Q4 2025 | Feb 06, 2026 |
| First County Bank /CT/ | History | No change | 2,883 | 277 | 0.15% | 0.14% | 1172 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Peak Asset Management, LLC | History | Reduced | 2,868 | 276 | 0.05% | 0.05% | 1173 | -207 | -6.73% | Q4 2025 | Feb 05, 2026 |
| Davis Investment Partners, LLC | History | No change | 2,868 | 276 | 0.1% | 0.09% | 1174 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| Park Place Capital Corp | History | Added to | 2,863 | 275 | 0.06% | 0.02% | 1176 | +1,713 | 148.96% | Q4 2025 | Jan 09, 2026 |
| PETTYJOHN, WOOD & WHITE, INC | History | Reduced | 2,858 | 275 | 0.04% | 0.05% | 1175 | -266 | -8.51% | Q4 2025 | Feb 11, 2026 |
| Chancellor Financial Group WB LP | History | Reduced | 2,855 | 274 | 0.19% | 0.2% | 1177 | -59 | -2.02% | Q4 2025 | Feb 05, 2026 |
| PGIM Custom Harvest LLC | History | Reduced | 2,836 | 273 | 0.0% | 0.0% | 1178 | -46 | -1.6% | Q4 2025 | Feb 17, 2026 |
| Hobbs Group Advisors, LLC | History | Added to | 2,818 | 271 | 0.08% | 0.07% | 1180 | +408 | 16.93% | Q4 2025 | Jan 28, 2026 |
| Wealth Group Ltd | History | Added to | 2,816 | 271 | 0.06% | 0.06% | 1179 | +63 | 2.29% | Q4 2025 | Jan 12, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 2,807 | 270 | 0.02% | 0.02% | 1182 | +538 | 23.71% | Q4 2025 | Jan 13, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Added to | 2,649 | 270 | 0.08% | 0.07% | 1181 | +467 | 21.4% | Q4 2025 | Feb 10, 2026 |
| TigerOak Management, L.L.C. | History | No change | 2,807 | 270 | 0.08% | 0.08% | 1183 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Hamrick Investment Counsel, llc | History | New | 2,795 | 269 | 0.2% | — | 1185 | +2,795 | New | Q4 2025 | Mar 31, 2026 |
| American Money Management, LLC | History | No change | 2,800 | 269 | 0.04% | 0.05% | 1184 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Nautilus Advisors LLC | History | Added to | 2,792 | 268 | 0.17% | 0.18% | 1186 | +1 | 0.04% | Q4 2025 | Jan 22, 2026 |
| LIBERTY SQUARE WEALTH PARTNERS LLC | History | No change | 2,782 | 267 | 0.08% | 0.08% | 1187 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Beacon Capital Management, LLC | History | Added to | 2,765 | 266 | 0.04% | 0.03% | 1188 | +327 | 13.41% | Q4 2025 | Feb 13, 2026 |
| ZWJ INVESTMENT COUNSEL INC | History | No change | 2,759 | 265 | 0.01% | 0.01% | 1189 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Centerpoint Advisory Group | History | No change | 2,753 | 265 | 0.2% | 0.21% | 1190 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| OneAscent Financial Services LLC | History | New | 2,751 | 264 | 0.02% | — | 1191 | +2,751 | New | Q4 2025 | Feb 11, 2026 |
| May Hill Capital, LLC | History | New | 2,750 | 264 | 0.03% | — | 1193 | +2,750 | New | Q4 2025 | Feb 05, 2026 |
| Stephenson & Company, Inc. | History | No change | 2,750 | 264 | 0.15% | 0.15% | 1192 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Tortuga Wealth Management, Inc | History | New | 2,741 | 263 | 0.28% | — | 1196 | +2,741 | New | Q4 2025 | Apr 16, 2026 |
| TRITONPOINT WEALTH, LLC | History | Reduced | 2,733 | 263 | 0.03% | 0.03% | 1195 | -680 | -19.92% | Q4 2025 | Jan 20, 2026 |
| TCTC Holdings, LLC | History | No change | 2,734 | 263 | 0.01% | 0.01% | 1194 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| HighMark Wealth Management LLC | History | Added to | 2,725 | 262 | 0.11% | 0.1% | 1197 | +271 | 11.04% | Q4 2025 | Feb 05, 2026 |
| Kovack Advisors, Inc. | History | New | 2,716 | 261 | 0.01% | — | 1200 | +2,716 | New | Q4 2025 | Feb 17, 2026 |
| Hilltop Holdings Inc. | History | No change | 2,720 | 261 | 0.02% | 0.01% | 1198 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| GRANDFIELD & DODD, LLC | History | No change | 2,713 | 261 | 0.01% | 0.01% | 1199 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| ENZI WEALTH | History | Reduced | 2,595 | 260 | 0.09% | 0.09% | 1202 | -200 | -7.16% | Q4 2025 | Jan 15, 2026 |
| Aspen Investment Management Inc | History | No change | 2,700 | 260 | 0.08% | 0.1% | 1201 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| INTEGRAL INVESTMENT ADVISORS, INC. | History | No change | 2,706 | 260 | 0.06% | 0.07% | 1203 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Noble Wealth Management PBC | History | Reduced | 2,698 | 259 | 0.13% | 0.16% | 1207 | -328 | -10.84% | Q4 2025 | Jan 05, 2026 |
| Archford Capital Strategies, LLC | History | No change | 2,700 | 259 | 0.03% | 0.03% | 1204 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Front Row Advisors LLC | History | No change | 2,694 | 259 | 0.09% | 0.09% | 1205 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Abundance Wealth Counselors | History | No change | 2,698 | 259 | 0.04% | 0.04% | 1206 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| American Trust | History | Added to | 2,675 | 257 | 0.02% | 0.02% | 1210 | +20 | 0.75% | Q4 2025 | Feb 17, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 2,672 | 257 | 0.0% | 0.0% | 1208 | +12 | 0.45% | Q4 2025 | Feb 10, 2026 |
| Heritage Financial Services, LLC | History | No change | 2,677 | 257 | 0.02% | 0.02% | 1209 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| jvl associates llc | History | No change | 2,676 | 257 | 0.08% | 0.09% | 1211 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| BRANDYWINE TRUST CO | History | No change | 2,667 | 256 | 0.04% | 0.04% | 1212 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SoundView Advisors Inc. | History | New | 2,642 | 254 | 0.09% | — | 1218 | +2,642 | New | Q4 2025 | Feb 06, 2026 |
| NIXON PEABODY TRUST CO | History | Reduced | 2,644 | 254 | 0.02% | 0.02% | 1216 | -206 | -7.23% | Q4 2025 | Feb 06, 2026 |
| Tortoise Investment Management, LLC | History | Reduced | 2,648 | 254 | 0.02% | 0.02% | 1215 | -52 | -1.93% | Q4 2025 | Feb 06, 2026 |
| ARS Investment Partners, LLC | History | No change | 2,639 | 254 | 0.01% | 0.02% | 1213 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Silverleafe Capital Partners, LLC | History | No change | 2,640 | 254 | 0.08% | 0.08% | 1214 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Trail Ridge Investment Advisors, LLC | History | No change | 2,643 | 254 | 0.11% | 0.11% | 1217 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Thrive Wealth Management, LLC | History | Added to | 2,633 | 253 | 0.04% | 0.04% | 1219 | +40 | 1.54% | Q4 2025 | Jan 12, 2026 |
| Alaethes Wealth, LLC | History | No change | 2,618 | 252 | 0.07% | 0.07% | 1220 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Perkins Coie Trust Co | History | No change | 2,610 | 251 | 0.05% | 0.05% | 1221 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Fingerlakes Wealth Management, Inc. | History | Added to | 2,589 | 249 | 0.16% | 0.14% | 1224 | +395 | 18.0% | Q4 2025 | Feb 05, 2026 |
| PEDDOCK CAPITAL ADVISORS, LLC | History | Reduced | 2,590 | 249 | 0.05% | 0.06% | 1223 | -359 | -12.17% | Q4 2025 | Jan 21, 2026 |
| ICONIQ Capital, LLC | History | No change | 2,595 | 249 | 0.0% | 0.0% | 1222 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Dunhill Financial, LLC | History | Added to | 2,577 | 248 | 0.06% | 0.06% | 1225 | +187 | 7.82% | Q4 2025 | Jan 29, 2026 |
| FSM Wealth Advisors, LLC | History | No change | 2,570 | 247 | 0.03% | 0.04% | 1226 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | No change | 2,565 | 246 | 0.12% | 0.12% | 1227 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Sovereign Financial Group, Inc. | History | New | 2,554 | 245 | 0.04% | — | 1228 | +2,554 | New | Q4 2025 | Jan 07, 2026 |
| Ledyard National Bank | History | Reduced | 2,544 | 244 | 0.02% | 0.04% | 1230 | -2,075 | -44.92% | Q4 2025 | Jan 21, 2026 |
| Principle Wealth Partners LLC | History | Added to | 2,542 | 244 | 0.01% | 0.01% | 1231 | +2 | 0.08% | Q4 2025 | Feb 06, 2026 |
| TRUST CO OF VERMONT | History | No change | 2,542 | 244 | 0.01% | 0.01% | 1229 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Ignite Planners, LLC | History | No change | 2,467 | 244 | 0.04% | 0.04% | 1232 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Sky Investment Group LLC | History | No change | 2,526 | 243 | 0.04% | 0.04% | 1233 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Naviter Wealth, LLC | History | New | 2,509 | 241 | 0.03% | — | 1236 | +2,509 | New | Q4 2025 | Jan 21, 2026 |
| Vectors Research Management, LLC | History | No change | 2,507 | 241 | 0.07% | 0.08% | 1234 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Bright Futures Wealth Management, LLC. | History | No change | 2,512 | 241 | 0.18% | 0.19% | 1235 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| SCOTIA CAPITAL INC. | History | No change | 2,493 | 240 | 0.0% | 0.0% | 1237 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| ACCREDITED INVESTOR SERVICES, LLC | History | No change | 2,500 | 240 | 0.16% | 0.17% | 1238 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Asio Capital, LLC | History | No change | 2,485 | 239 | 0.03% | 0.04% | 1239 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Vawter Financial, Ltd. | History | No change | 2,492 | 239 | 0.1% | 0.11% | 1240 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Sound Income Strategies, LLC | History | Added to | 2,367 | 238 | 0.01% | 0.0% | 1242 | +2,227 | 1590.71% | Q4 2025 | Jan 21, 2026 |
| Founders Financial Alliance, LLC | History | Reduced | 2,478 | 238 | 0.04% | 0.08% | 1243 | -1,770 | -41.67% | Q4 2025 | Feb 12, 2026 |
| FIDELITY D & D BANCORP INC | History | No change | 2,476 | 238 | 0.1% | 0.13% | 1241 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| BCS Wealth Management | History | New | 2,462 | 237 | 0.02% | — | 1244 | +2,462 | New | Q4 2025 | Jan 26, 2026 |
| Sharkey, Howes & Javer | History | New | 2,447 | 235 | 0.03% | — | 1246 | +2,447 | New | Q4 2025 | Jan 13, 2026 |
| TruWealth Advisors, LLC | History | Reduced | 2,450 | 235 | 0.01% | 0.01% | 1248 | -232 | -8.65% | Q4 2025 | Jan 07, 2026 |
| Welch Group, LLC | History | Added to | 2,447 | 235 | 0.01% | 0.01% | 1245 | +126 | 5.43% | Q4 2025 | Jan 26, 2026 |
| Frisch Financial Group, Inc. | History | Added to | 2,445 | 235 | 0.05% | 0.05% | 1247 | +8 | 0.33% | Q4 2025 | Feb 06, 2026 |
| Collaborative Wealth Managment Inc. | History | New | 2,436 | 234 | 0.08% | — | 1250 | +2,436 | New | Q4 2025 | Feb 09, 2026 |
| Hillman Capital Management, Inc. | History | No change | 2,433 | 234 | 0.15% | 0.14% | 1249 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| GDS Wealth Management | History | No change | 2,425 | 233 | 0.01% | 0.02% | 1251 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| ABNER HERRMAN & BROCK LLC | History | New | 2,412 | 232 | 0.02% | — | 1252 | +2,412 | New | Q4 2025 | Jan 06, 2026 |
| Piedmont Capital Management, LLC/NC | History | New | 2,410 | 232 | 0.15% | — | 1253 | +2,410 | New | Q4 2025 | Feb 13, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | Reduced | 2,406 | 231 | 0.07% | 0.11% | 1254 | -90 | -3.61% | Q4 2025 | Jan 23, 2026 |
| Petros Family Wealth, LLC | History | Reduced | 2,386 | 229 | 0.15% | 0.25% | 1256 | -710 | -22.93% | Q4 2025 | Jan 14, 2026 |
| Hilltop Partners LLC | History | Reduced | 2,388 | 229 | 0.06% | 0.07% | 1255 | -1 | -0.04% | Q4 2025 | Feb 10, 2026 |
| Bollard Group LLC | History | Added to | 2,367 | 228 | 0.01% | 0.01% | 1258 | +6 | 0.25% | Q4 2025 | Feb 13, 2026 |
| ROMANO BROTHERS AND COMPANY | History | No change | 2,375 | 228 | 0.03% | 0.03% | 1257 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Alpha Omega Wealth Management LLC | History | No change | 2,367 | 227 | 0.04% | 0.04% | 1259 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Creative Capital Management Investments LLC | History | No change | 2,368 | 227 | 0.07% | 0.07% | 1260 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Code Waechter LLC | History | New | 2,354 | 226 | 0.15% | — | 1264 | +2,354 | New | Q4 2025 | Jan 26, 2026 |
| Lantz Financial LLC | History | Reduced | 2,354 | 226 | 0.05% | 0.06% | 1263 | -398 | -14.46% | Q4 2025 | Jan 14, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 2,330 | 226 | 0.02% | 0.02% | 1261 | +7 | 0.3% | Q4 2025 | Jan 15, 2026 |
| Courage Miller Partners, LLC | History | No change | 2,354 | 226 | 0.07% | 0.07% | 1262 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Lansing Street Advisors | History | Reduced | 2,329 | 224 | 0.06% | 0.06% | 1265 | -131 | -5.33% | Q4 2025 | Jan 26, 2026 |
| First Growth Capital LLC | History | New | 2,191 | 223 | 0.2% | — | 1268 | +2,191 | New | Q4 2025 | Feb 19, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 2,326 | 223 | 0.02% | 0.02% | 1266 | +1 | 0.04% | Q4 2025 | Feb 11, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 2,325 | 223 | 0.02% | 0.03% | 1267 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Pitcairn Wealth Advisors LLC | History | New | 2,312 | 222 | 0.02% | — | 1270 | +2,312 | New | Q4 2025 | Feb 13, 2026 |
| Compass Ion Advisors, LLC | History | No change | 2,316 | 222 | 0.02% | 0.02% | 1269 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Benchmark Financial Wealth Advisors, LLC | History | Added to | 2,305 | 221 | 0.06% | 0.07% | 1272 | +9 | 0.39% | Q4 2025 | Jan 27, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | No change | 2,299 | 221 | 0.0% | 0.0% | 1271 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Athena Investment Management | History | No change | 2,299 | 221 | 0.11% | 0.12% | 1273 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 2,283 | 219 | 0.02% | 0.02% | 1276 | -235 | -9.33% | Q4 2025 | Jan 23, 2026 |
| NORRIS PERNE & FRENCH LLP/MI | History | Added to | 2,282 | 219 | 0.01% | 0.01% | 1274 | +95 | 4.34% | Q4 2025 | Jan 23, 2026 |
| MainStreet Investment Advisors LLC | History | No change | 2,283 | 219 | 0.03% | 0.03% | 1275 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Confluence Wealth Services, Inc. | History | No change | 2,280 | 219 | 0.01% | 0.01% | 1277 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Marion Wealth Management | History | No change | 2,188 | 219 | 0.05% | 0.05% | 1278 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Warburton Capital Management, LLC | History | No change | 2,272 | 218 | 0.12% | 0.13% | 1279 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| LRI Investments, LLC | History | Added to | 2,260 | 217 | 0.02% | 0.01% | 1280 | +800 | 54.79% | Q4 2025 | Feb 04, 2026 |
| Elevation Wealth Management LLC | History | New | 2,252 | 216 | 0.21% | — | 1282 | +2,252 | New | Q4 2025 | Feb 12, 2026 |
| Roehl & Yi Investment Advisors, LLC | History | New | 2,252 | 216 | 0.09% | — | 1283 | +2,252 | New | Q4 2025 | Feb 17, 2026 |
| Tempo Wealth, LLC | History | New | 2,245 | 216 | 0.04% | — | 1284 | +2,245 | New | Q4 2025 | Feb 25, 2026 |
| MARIETTA INVESTMENT PARTNERS LLC | History | No change | 2,245 | 216 | 0.04% | 0.04% | 1281 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Sachetta, LLC | History | Reduced | 2,242 | 215 | 0.12% | 2.22% | 1285 | -59,489 | -96.37% | Q4 2025 | Feb 02, 2026 |
| Barry Investment Advisors, LLC | History | Added to | 2,226 | 214 | 0.05% | 0.05% | 1286 | +4 | 0.18% | Q4 2025 | Feb 09, 2026 |
| Firestone Capital Management | History | No change | 2,224 | 214 | 0.05% | 0.05% | 1287 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Fairman Group, LLC | History | Reduced | 2,220 | 213 | 0.17% | 0.22% | 1289 | -583 | -20.8% | Q4 2025 | Feb 13, 2026 |
| Premier Financial Group | History | No change | 2,208 | 213 | 0.06% | 0.06% | 1288 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Horizons Wealth Management | History | Reduced | 2,210 | 212 | 0.14% | 0.16% | 1291 | -236 | -9.65% | Q4 2025 | Jan 05, 2026 |
| Stokes Family Office, LLC | History | Reduced | 2,208 | 212 | 0.02% | 0.02% | 1290 | -16 | -0.72% | Q4 2025 | Feb 18, 2026 |
| Rockingstone Advisors LLC | History | New | 2,200 | 211 | 0.1% | — | 1293 | +2,200 | New | Q4 2025 | Jan 28, 2026 |
| Arcadia Wealth Management, LLC | History | New | 2,197 | 211 | 0.08% | — | 1292 | +2,197 | New | Q4 2025 | Feb 03, 2026 |
| Clear Trail Advisors, LLC | History | New | 2,187 | 210 | 0.05% | — | 1296 | +2,187 | New | Q4 2025 | Jan 09, 2026 |
| Fiduciary Group, LLC | History | Reduced | 2,188 | 210 | 0.02% | 0.02% | 1295 | -510 | -18.9% | Q4 2025 | Feb 12, 2026 |
| Horizon Investment Services, LLC | History | No change | 2,183 | 210 | 0.08% | 0.08% | 1294 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| DV Trading LLC | History | New | 2,173 | 209 | 0.01% | — | 1297 | +2,173 | New | Q4 2025 | Feb 17, 2026 |
| Mission Creek Capital Partners, Inc. | History | Reduced | 2,167 | 208 | 0.04% | 0.04% | 1298 | -50 | -2.26% | Q4 2025 | Feb 12, 2026 |
| Armor Investment Advisors, LLC | History | No change | 2,160 | 207 | 0.08% | 0.07% | 1299 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| PURE PORTFOLIOS HOLDINGS LLC | History | Reduced | 2,145 | 206 | 0.06% | 0.07% | 1301 | -115 | -5.09% | Q4 2025 | Jan 30, 2026 |
| Financial Advisory Corp | History | No change | 2,140 | 206 | 0.03% | 0.03% | 1300 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| BLALOCK WILLIAMS, LLC | History | New | 2,132 | 205 | 0.16% | — | 1304 | +2,132 | New | Q4 2025 | Feb 02, 2026 |
| Phillips Wealth Planners LLC | History | New | 2,036 | 205 | 0.16% | — | 1303 | +2,036 | New | Q4 2025 | Feb 10, 2026 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | History | No change | 2,136 | 205 | 0.07% | 0.07% | 1302 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| McAdam, LLC | History | Added to | 2,126 | 204 | 0.01% | 0.01% | 1305 | +45 | 2.16% | Q4 2025 | Feb 13, 2026 |
| Fonville Wealth Management LLC | History | Added to | 2,129 | 204 | 0.04% | 0.05% | 1306 | +10 | 0.47% | Q4 2025 | Jan 23, 2026 |
| FINANCIAL LIFE ADVISORS | History | New | 2,118 | 203 | 0.06% | — | 1307 | +2,118 | New | Q4 2025 | Jan 30, 2026 |
| Vident Advisory, LLC | History | Reduced | 2,115 | 203 | 0.0% | 0.0% | 1308 | -350 | -14.2% | Q4 2025 | Feb 18, 2026 |
| Sovran Advisors, LLC | History | Reduced | 2,005 | 202 | 0.02% | 0.03% | 1310 | -1,935 | -49.11% | Q4 2025 | Jan 20, 2026 |
| Independent Family Office, LLC | History | No change | 2,100 | 202 | 0.08% | 0.09% | 1309 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Laurel Wealth Advisors LLC | History | New | 2,094 | 201 | 0.03% | — | 1311 | +2,094 | New | Q4 2025 | Jan 30, 2026 |
| NORTH DALLAS BANK & TRUST CO | History | New | 2,090 | 201 | 0.13% | — | 1312 | +2,090 | New | Q4 2025 | Feb 11, 2026 |
| Pointe Capital Management LLC | History | No change | 2,087 | 200 | 0.1% | 0.1% | 1313 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Topsail Wealth Management, LLC | History | No change | 2,076 | 199 | 0.03% | 0.03% | 1314 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA | History | No change | 2,062 | 198 | 0.23% | 0.24% | 1315 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 2,047 | 197 | 0.02% | 0.02% | 1316 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Navalign, LLC | History | New | 1,968 | 189 | 0.05% | — | 1317 | +1,968 | New | Q4 2025 | Feb 05, 2026 |
| Westwind Capital | History | No change | 1,943 | 187 | 0.04% | 0.04% | 1318 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Millstone Evans Group, LLC | History | No change | 1,932 | 185 | 0.11% | 0.12% | 1319 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Bravera Wealth | History | New | 1,857 | 178 | 0.09% | — | 1320 | +1,857 | New | Q4 2025 | Apr 22, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 1,820 | 175 | 0.06% | 0.06% | 1321 | +200 | 12.35% | Q4 2025 | Feb 10, 2026 |
| Integrity Financial Corp /WA | History | Added to | 1,824 | 175 | 0.09% | 0.08% | 1322 | +19 | 1.05% | Q4 2025 | Feb 13, 2026 |
| VAN DEN BERG MANAGEMENT I, INC | History | New | 1,804 | 173 | 0.04% | — | 1323 | +1,804 | New | Q4 2025 | Feb 17, 2026 |
| Hamilton Point Investment Advisors, LLC | History | No change | 1,759 | 169 | 0.03% | 0.03% | 1324 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Olistico Wealth, LLC | History | Reduced | 1,708 | 164 | 0.08% | 0.11% | 1326 | -400 | -18.98% | Q4 2025 | Jan 13, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 1,706 | 164 | 0.01% | 0.01% | 1325 | +236 | 16.05% | Q4 2025 | Jan 21, 2026 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | History | No change | 1,579 | 158 | 0.0% | 0.0% | 1327 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Cetera Trust Company, N.A | History | Added to | 1,635 | 157 | 0.08% | 0.08% | 1329 | +210 | 14.74% | Q4 2025 | Feb 13, 2026 |
| BALLAST ADVISORS LLC | History | Reduced | 1,637 | 157 | 0.04% | 0.04% | 1328 | -5 | -0.3% | Q4 2025 | Feb 03, 2026 |
| Capital Investment Counsel, Inc | History | New | 1,598 | 153 | 0.02% | — | 1330 | +1,598 | New | Q4 2025 | Jan 23, 2026 |
| Financial Freedom, LLC | History | Added to | 1,538 | 148 | 0.07% | 0.07% | 1332 | +2 | 0.13% | Q4 2025 | Feb 17, 2026 |
| CVA Family Office, LLC | History | No change | 1,539 | 148 | 0.02% | 0.02% | 1331 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | No change | 1,500 | 144 | 0.11% | 0.12% | 1333 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| REAP Financial Group, LLC | History | Added to | 1,487 | 143 | 0.03% | — | 1334 | +1,482 | 29640.0% | Q4 2025 | Feb 10, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 1,438 | 138 | 0.01% | 0.01% | 1335 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| CNB Bank | History | No change | 1,425 | 137 | 0.06% | 0.06% | 1336 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Cresta Advisors, Ltd. | History | New | 1,380 | 132 | 0.06% | — | 1337 | +1,380 | New | Q4 2025 | Feb 03, 2026 |
| INVESTMENT COUNSEL CO OF NEVADA | History | No change | 1,373 | 132 | 0.28% | 0.27% | 1338 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | No change | 1,364 | 131 | 0.05% | 0.05% | 1339 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | Reduced | 1,352 | 130 | 0.0% | 0.0% | 1340 | -171 | -11.23% | Q4 2025 | Feb 17, 2026 |
| High Note Wealth, LLC | History | No change | 1,308 | 125 | 0.02% | 0.03% | 1341 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 1,292 | 124 | 0.02% | 0.02% | 1342 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Signature Equity Partners, LLC | History | New | 1,283 | 123 | 0.07% | — | 1345 | +1,283 | New | Q4 2025 | Feb 17, 2026 |
| Darwin Wealth Management, LLC | History | Added to | 1,286 | 123 | 0.04% | 0.04% | 1344 | +5 | 0.39% | Q4 2025 | Jan 22, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | No change | 1,284 | 123 | 0.0% | 0.0% | 1343 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | No change | 1,276 | 122 | 0.07% | 0.07% | 1346 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Added to | 1,260 | 121 | 0.06% | 0.01% | 1347 | +1,134 | 900.0% | Q4 2025 | Feb 03, 2026 |
| Monetary Solutions, Ltd | History | New | 1,257 | 120 | 0.12% | — | 1348 | +1,257 | New | Q4 2025 | Feb 23, 2026 |
| Arlington Trust Co LLC | History | New | 1,234 | 118 | 0.01% | — | 1349 | +1,234 | New | Q4 2025 | Jan 30, 2026 |
| Financial Perspectives, Inc | History | Added to | 1,214 | 116 | 0.03% | 0.03% | 1350 | +171 | 16.4% | Q4 2025 | Jan 28, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Reduced | 1,157 | 111 | 0.04% | 0.05% | 1352 | -188 | -13.98% | Q4 2025 | Jan 09, 2026 |
| Covenant Partners, LLC | History | No change | 1,162 | 111 | 0.03% | 0.03% | 1351 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| McIlrath & Eck, LLC | History | Added to | 1,144 | 110 | 0.01% | 0.0% | 1353 | +962 | 528.57% | Q4 2025 | Feb 03, 2026 |
| Truvestments Capital LLC | History | No change | 1,140 | 109 | 0.02% | 0.02% | 1354 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| OPTIMA CAPITAL LLC | History | New | 1,124 | 108 | 0.05% | — | 1357 | +1,124 | New | Q4 2025 | Jan 23, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | No change | 1,123 | 108 | 0.0% | 0.0% | 1355 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Mechanics Financial Corp | History | No change | 1,127 | 108 | 0.04% | 0.04% | 1356 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| West Financial Advisors, LLC | History | Added to | 1,043 | 100 | 0.02% | 0.02% | 1358 | +3 | 0.29% | Q4 2025 | Jan 13, 2026 |
| ARCADIA INVESTMENT ADVISORS LLC | History | No change | 1,038 | 99 | 0.05% | 0.05% | 1359 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 1,034 | 99 | 0.04% | 0.04% | 1360 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 1,025 | 98 | 0.01% | 0.0% | 1361 | +730 | 247.46% | Q4 2025 | Jan 21, 2026 |
| Piscataqua Savings Bank | History | Added to | 1,000 | 96 | 0.07% | 0.07% | 1363 | +100 | 11.11% | Q4 2025 | Jan 16, 2026 |
| Avalon Trust Co | History | No change | 1,000 | 96 | 0.01% | 0.01% | 1362 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Rossby Financial, LCC | History | Reduced | 993 | 95 | 0.03% | 0.03% | 1365 | -4 | -0.4% | Q4 2025 | Feb 12, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | Added to | 996 | 95 | 0.06% | 0.07% | 1364 | +2 | 0.2% | Q4 2025 | Feb 11, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 975 | 94 | 0.0% | 0.0% | 1366 | +575 | 143.75% | Q4 2025 | Feb 13, 2026 |
| Washington Trust Advisors, Inc. | History | Reduced | 970 | 93 | 0.01% | 0.01% | 1367 | -168 | -14.76% | Q4 2025 | Feb 03, 2026 |
| Stephens Consulting, LLC | History | New | 962 | 92 | 0.03% | — | 1369 | +962 | New | Q4 2025 | Jan 13, 2026 |
| Security National Bank | History | Added to | 960 | 92 | 0.01% | 0.01% | 1368 | +600 | 166.67% | Q4 2025 | Feb 05, 2026 |
| Corsicana & Co. | History | No change | 948 | 91 | 0.05% | 0.05% | 1370 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 916 | 88 | 0.03% | 0.03% | 1372 | +3 | 0.33% | Q4 2025 | Jan 22, 2026 |
| Morse Asset Management, Inc | History | Reduced | 920 | 88 | 0.02% | 0.02% | 1371 | -1 | -0.11% | Q4 2025 | Feb 03, 2026 |
| Garton & Associates Financial Advisors LLC | History | New | 887 | 85 | 0.05% | — | 1374 | +887 | New | Q4 2025 | Feb 18, 2026 |
| Asset Dedication, LLC | History | No change | 887 | 85 | 0.01% | 0.01% | 1373 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Raleigh Capital Management Inc. | History | Reduced | 876 | 84 | 0.03% | 0.04% | 1376 | -102 | -10.43% | Q4 2025 | Jan 21, 2026 |
| CX Institutional | History | Added to | 868 | 84 | 0.0% | 0.0% | 1375 | +2 | 0.23% | Q4 2025 | Feb 02, 2026 |
| Bogart Wealth, LLC | History | Added to | 865 | 83 | 0.0% | 0.0% | 1377 | +2 | 0.23% | Q4 2025 | Jan 30, 2026 |
| Signature Resources Capital Management, LLC | History | New | 810 | 77 | 0.04% | — | 1378 | +810 | New | Q4 2025 | Jan 21, 2026 |
| Elevated Capital Advisors, LLC | History | New | 793 | 76 | 0.02% | — | 1379 | +793 | New | Q4 2025 | Jan 27, 2026 |
| Roxbury Financial LLC | History | Added to | 795 | 76 | 0.07% | 0.07% | 1380 | +1 | 0.13% | Q4 2025 | Jan 05, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | New | 777 | 74 | 0.03% | — | 1381 | +777 | New | Q4 2025 | Jan 20, 2026 |
| PITTENGER & ANDERSON INC | History | No change | 766 | 73 | 0.0% | 0.0% | 1382 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 749 | 72 | 0.02% | 0.02% | 1383 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Reduced | 739 | 71 | 0.02% | 0.02% | 1384 | -153 | -17.15% | Q4 2025 | Jan 15, 2026 |
| Redwood Park Advisors LLC | History | Reduced | 739 | 71 | 0.05% | 0.05% | 1385 | -10 | -1.34% | Q4 2025 | Feb 17, 2026 |
| Ransom Advisory, Ltd | History | New | 706 | 67 | 0.03% | — | 1386 | +706 | New | Q4 2025 | Jan 06, 2026 |
| Strategic Wealth Advisors LLC | History | New | 687 | 66 | 0.06% | — | 1389 | +687 | New | Q4 2025 | Feb 03, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Added to | 691 | 66 | 0.02% | 0.02% | 1388 | +203 | 41.6% | Q4 2025 | Feb 09, 2026 |
| Quaker Wealth Management, LLC | History | No change | 686 | 66 | 0.02% | 0.02% | 1387 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| American Capital Advisory, LLC | History | No change | 675 | 64 | 0.03% | 0.03% | 1390 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Hughes Financial Services, LLC | History | No change | 668 | 64 | 0.01% | 0.01% | 1391 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| WealthCollab, LLC | History | No change | 664 | 63 | 0.03% | 0.03% | 1392 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| GODSEY & GIBB, INC | History | Added to | 651 | 62 | 0.01% | 0.0% | 1393 | +351 | 117.0% | Q4 2025 | Jan 27, 2026 |
| Colony Family Offices, LLC | History | No change | 638 | 61 | 0.02% | 0.02% | 1394 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Planning Project LLC | History | New | 610 | 58 | 0.01% | — | 1397 | +610 | New | Q4 2025 | Feb 12, 2026 |
| EQ WEALTH ADVISORS, LLC | History | New | 604 | 58 | 0.03% | — | 1396 | +604 | New | Q4 2025 | Feb 02, 2026 |
| Clearstead Trust, LLC | History | No change | 603 | 58 | 0.01% | 0.01% | 1395 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Morling Financial Advisors, LLC | History | Reduced | 600 | 57 | 0.02% | 0.02% | 1398 | -101 | -14.41% | Q4 2025 | Feb 06, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | Reduced | 593 | 57 | 0.03% | 0.04% | 1399 | -19 | -3.1% | Q4 2025 | Feb 17, 2026 |
| Copia Wealth Management | History | Added to | 587 | 56 | 0.04% | 0.04% | 1400 | +3 | 0.51% | Q4 2025 | Feb 06, 2026 |
| Providence Capital Advisors, LLC | History | No change | 580 | 55 | 0.01% | 0.01% | 1401 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Milestone Investment Advisors LLC | History | No change | 562 | 54 | 0.01% | 0.01% | 1402 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Woodside Wealth Management LLC | History | No change | 560 | 53 | 0.04% | 0.04% | 1403 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| First Command Advisory Services, Inc. | History | Reduced | 536 | 51 | 0.0% | 0.0% | 1404 | -783 | -59.36% | Q4 2025 | Feb 11, 2026 |
| Crews Bank & Trust | History | No change | 525 | 50 | 0.01% | 0.01% | 1405 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 509 | 49 | 0.01% | 0.01% | 1406 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Bank of New Hampshire | History | New | 500 | 48 | 0.01% | — | 1407 | +500 | New | Q4 2025 | Mar 16, 2026 |
| Coston, McIsaac & Partners | History | No change | 500 | 48 | 0.01% | 0.01% | 1408 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Hilton Head Capital Partners, LLC | History | New | 493 | 47 | 0.03% | — | 1409 | +493 | New | Q4 2025 | Feb 11, 2026 |
| Private Wealth Management Group, LLC | History | No change | 488 | 46 | 0.01% | 0.01% | 1410 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Provident Wealth Management, LLC | History | No change | 460 | 44 | 0.01% | 0.01% | 1411 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Atlantic Private Wealth, LLC | History | No change | 466 | 44 | 0.03% | 0.03% | 1412 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Dorato Capital Management | History | New | 429 | 43 | 0.03% | — | 1414 | +429 | New | Q4 2025 | Jan 16, 2026 |
| Pacific Center for Financial Services | History | No change | 448 | 43 | 0.01% | 0.01% | 1413 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Basepoint Wealth LLC | History | New | 442 | 42 | 0.03% | — | 1416 | +442 | New | Q4 2025 | Feb 10, 2026 |
| TD Capital Management LLC | History | New | 437 | 42 | 0.0% | — | 1415 | +437 | New | Q4 2025 | Feb 26, 2026 |
| Commonwealth Retirement Investments LLC | History | New | 431 | 41 | 0.01% | — | 1417 | +431 | New | Q4 2025 | Feb 11, 2026 |
| Key FInancial Inc | History | Reduced | 423 | 40 | 0.01% | 0.01% | 1419 | -350 | -45.28% | Q4 2025 | Feb 09, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 418 | 40 | 0.0% | 0.0% | 1418 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Anchor Investment Management, LLC | History | Reduced | 415 | 39 | 0.0% | 0.01% | 1420 | -754 | -64.5% | Q4 2025 | Feb 26, 2026 |
| Mascoma Wealth Management LLC | History | No change | 406 | 39 | 0.01% | 0.01% | 1421 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| WOLFF WIESE MAGANA LLC | History | Added to | 399 | 38 | 0.02% | 0.02% | 1423 | +1 | 0.25% | Q4 2025 | Jan 14, 2026 |
| Realta Investment Advisors | History | No change | 401 | 38 | 0.01% | 0.01% | 1422 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| POM Investment Strategies, LLC | History | New | 390 | 37 | 0.02% | — | 1425 | +390 | New | Q4 2025 | Feb 17, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 391 | 37 | 0.01% | 0.01% | 1424 | +1 | 0.26% | Q4 2025 | Jan 29, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 375 | 36 | 0.0% | 0.0% | 1427 | -203 | -35.12% | Q4 2025 | Feb 13, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 384 | 36 | 0.0% | 0.0% | 1426 | -185 | -32.51% | Q4 2025 | Feb 06, 2026 |
| Rialto Wealth Management, LLC | History | No change | 379 | 36 | 0.01% | 0.01% | 1428 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| KERR FINANCIAL PLANNING Corp | History | No change | 336 | 33 | 0.04% | 0.04% | 1429 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Reflection Asset Management | History | New | 336 | 32 | 0.02% | — | 1430 | +336 | New | Q4 2025 | Mar 02, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 325 | 31 | 0.02% | 0.02% | 1431 | -325 | -50.0% | Q4 2025 | Feb 18, 2026 |
| Root Financial Partners, LLC | History | Reduced | 322 | 30 | 0.0% | 0.01% | 1433 | -843 | -72.36% | Q4 2025 | Feb 10, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 312 | 30 | 0.0% | 0.0% | 1432 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| TOWER TRUST & INVESTMENT Co | History | No change | 320 | 30 | 0.02% | 0.02% | 1434 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 305 | 29 | 0.0% | — | 1436 | +305 | New | Q4 2025 | Feb 09, 2026 |
| Concord Wealth Partners | History | No change | 305 | 29 | 0.0% | 0.0% | 1435 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| First Pacific Financial | History | Added to | 298 | 28 | 0.0% | 0.0% | 1438 | +1 | 0.34% | Q4 2025 | Jan 16, 2026 |
| PEOPLES FINANCIAL SERVICES CORP. | History | No change | 300 | 28 | 0.01% | 0.01% | 1437 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| HFM Investment Advisors, LLC | History | New | 287 | 27 | 0.01% | — | 1439 | +287 | New | Q4 2025 | Feb 05, 2026 |
| Nemes Rush Group LLC | History | Reduced | 248 | 23 | 0.0% | 0.01% | 1441 | -1,081 | -81.34% | Q4 2025 | Feb 11, 2026 |
| True Wealth Design, LLC | History | New | 245 | 23 | 0.01% | — | 1440 | +245 | New | Q4 2025 | Jan 08, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | New | 235 | 22 | 0.0% | — | 1442 | +235 | New | Q4 2025 | Jan 27, 2026 |
| Financial Gravity Asset Management, Inc. | History | No change | 222 | 21 | 0.0% | 0.0% | 1443 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| ST GERMAIN D J CO INC | History | No change | 216 | 20 | 0.0% | 0.0% | 1444 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Westside Investment Management, Inc. | History | No change | 200 | 19 | 0.0% | 0.0% | 1445 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| CONSULTIVA WEALTH MANAGEMENT, CORP. | History | No change | 206 | 19 | 0.05% | 0.05% | 1446 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Measured Wealth Private Client Group, LLC | History | No change | 192 | 18 | 0.0% | 0.0% | 1447 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| GABLES CAPITAL MANAGEMENT INC. | History | No change | 190 | 18 | 0.01% | 0.01% | 1448 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Smallwood Wealth Investment Management, LLC | History | No change | 190 | 18 | 0.01% | 0.01% | 1449 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| N.E.W. Advisory Services LLC | History | Added to | 186 | 17 | 0.0% | 0.0% | 1451 | +172 | 1228.57% | Q4 2025 | Jan 28, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | No change | 180 | 17 | 0.0% | 0.0% | 1450 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Eukles Asset Management | History | No change | 166 | 15 | 0.01% | 0.01% | 1452 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 159 | 15 | 0.0% | 0.0% | 1453 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Howard Capital Management Group, LLC | History | New | 150 | 14 | 0.0% | — | 1455 | +150 | New | Q4 2025 | Jan 16, 2026 |
| PROSPERITY BANCSHARES INC | History | New | 149 | 14 | 0.01% | — | 1454 | +149 | New | Q4 2025 | Feb 17, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | Added to | 154 | 14 | 0.0% | 0.0% | 1456 | +30 | 24.19% | Q4 2025 | Feb 05, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Added to | 148 | 14 | 0.01% | 0.01% | 1457 | +25 | 20.33% | Q4 2025 | Feb 10, 2026 |
| FINANCIAL CONSULATE, INC | History | Added to | 139 | 13 | 0.0% | 0.0% | 1459 | +31 | 28.7% | Q4 2025 | Jan 22, 2026 |
| IAG Wealth Partners, LLC | History | Added to | 139 | 13 | 0.0% | 0.0% | 1460 | +13 | 10.32% | Q4 2025 | Feb 10, 2026 |
| SRH ADVISORS, LLC | History | No change | 144 | 13 | 0.0% | 0.0% | 1458 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Newbridge Financial Services Group, Inc. | History | No change | 145 | 13 | 0.0% | 0.0% | 1461 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Cornerstone National Bank & Trust Co | History | No change | 141 | 13 | 0.01% | 0.01% | 1462 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Cornerstone Planning Group LLC | History | Reduced | 124 | 12 | 0.0% | 0.01% | 1464 | -449 | -78.36% | Q4 2025 | Feb 02, 2026 |
| NWK Group, Inc. | History | No change | 128 | 12 | 0.0% | 0.0% | 1463 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 131 | 12 | 0.0% | 0.0% | 1465 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Sankala Group LLC | History | New | 112 | 11 | 0.01% | — | 1467 | +112 | New | Q4 2025 | Mar 02, 2026 |
| Main Management LLC | History | Reduced | 119 | 11 | 0.0% | 0.0% | 1466 | -25 | -17.36% | Q4 2025 | Feb 10, 2026 |
| Global Wealth Strategies & Associates | History | Added to | 111 | 10 | 0.0% | — | 1470 | +109 | 5450.0% | Q4 2025 | Jan 02, 2026 |
| Kozak & Associates, Inc. | History | Added to | 105 | 10 | 0.0% | — | 1468 | +100 | 2000.0% | Q4 2025 | Jan 12, 2026 |
| Avion Wealth | History | Added to | 113 | 10 | 0.0% | 0.0% | 1469 | +91 | 413.64% | Q4 2025 | Jan 23, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | No change | 109 | 10 | 0.0% | 0.0% | 1471 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Bank of Jackson Hole Trust | History | No change | 108 | 10 | 0.0% | 0.01% | 1472 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| MOTCO | History | Reduced | 100 | 9 | 0.0% | 0.01% | 1473 | -1,108 | -91.72% | Q4 2025 | Feb 06, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | Added to | 101 | 9 | 0.0% | 0.0% | 1474 | +1 | 1.0% | Q4 2025 | Jan 27, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 96 | 9 | 0.01% | 0.01% | 1475 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| Pandora Wealth, Inc. | History | No change | 100 | 9 | 0.01% | 0.01% | 1476 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Hilltop National Bank | History | No change | 87 | 8 | 0.0% | 0.0% | 1477 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | Reduced | 71 | 7 | 0.0% | 0.02% | 1478 | -176 | -71.26% | Q4 2025 | Feb 13, 2026 |
| DecisionPoint Financial, LLC | History | New | 83 | 7 | 0.0% | — | 1481 | +83 | New | Q4 2025 | Jan 29, 2026 |
| Turning Point Benefit Group, Inc. | History | New | 83 | 7 | 0.0% | — | 1482 | +83 | New | Q4 2025 | Jan 30, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 78 | 7 | 0.0% | 0.0% | 1480 | -60 | -43.48% | Q4 2025 | Jan 20, 2026 |
| FIRST COMMUNITY TRUST NA | History | No change | 74 | 7 | 0.01% | 0.01% | 1479 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Aristotle Capital Boston, LLC | History | Reduced | 67 | 6 | 0.0% | 0.01% | 1483 | -1,096 | -94.24% | Q4 2025 | Feb 17, 2026 |
| YANKCOM Partnership | History | New | 71 | 6 | 0.0% | — | 1484 | +71 | New | Q4 2025 | Jan 20, 2026 |
| Wallace Hart LLC | History | New | 58 | 5 | 0.0% | — | 1487 | +58 | New | Q4 2025 | Feb 17, 2026 |
| Clean Yield Group | History | No change | 56 | 5 | 0.0% | 0.0% | 1485 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Valued Wealth Advisors LLC | History | No change | 52 | 5 | 0.0% | 0.0% | 1486 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Key Capital Management, INC | History | New | 50 | 4 | 0.0% | — | 1490 | +50 | New | Q4 2025 | Jan 26, 2026 |
| Networth Advisors, LLC | History | New | 49 | 4 | 0.0% | — | 1489 | +49 | New | Q4 2025 | Jan 22, 2026 |
| Wilkerson Advisory Group LLC | History | New | 46 | 4 | 0.0% | — | 1488 | +46 | New | Q4 2025 | Feb 13, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | New | 45 | 4 | 0.0% | — | 1491 | +45 | New | Q4 2025 | Feb 19, 2026 |
| GoalVest Advisory LLC | History | New | 40 | 3 | 0.0% | — | 1495 | +40 | New | Q4 2025 | Jan 05, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | No change | 32 | 3 | 0.0% | 0.0% | 1492 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 38 | 3 | 0.0% | 0.0% | 1493 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | No change | 39 | 3 | 0.0% | 0.0% | 1494 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Abound Wealth Management | History | No change | 39 | 3 | 0.0% | 0.0% | 1496 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Cornerstone Financial Management LLC | History | New | 25 | 2 | 0.0% | — | 1499 | +25 | New | Q4 2025 | Feb 13, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Reduced | 22 | 2 | 0.0% | 0.0% | 1498 | -2 | -8.33% | Q4 2025 | Jan 29, 2026 |
| Sellwood Investment Partners LLC | History | No change | 24 | 2 | 0.0% | 0.0% | 1497 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 6 | 1 | 0.0% | — | 1500 | +2 | 50.0% | Q4 2025 | Jan 20, 2026 |
| Horizon Investments, LLC | History | No change | 16 | 1 | 0.0% | 0.0% | 1501 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Caitlin John, LLC | History | No change | 20 | 1 | 0.0% | 0.0% | 1502 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Spurstone Advisory Services, LLC | History | No change | 17 | 1 | 0.02% | 0.01% | 1503 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| 10Elms LLP | History | No change | 20 | 1 | 0.0% | 0.0% | 1504 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Proficio Capital Partners LLC | History | Closed out | 0 | 0 | — | 2.83% | — | -426,784 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Members Advisory Group LLC | History | Closed out | 0 | 0 | — | 4.56% | — | -133,486 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Twin Tree Management, LP | History | Closed out | 0 | 0 | — | 0.03% | — | -80,824 | -100.0% | Q3 2025 | Nov 13, 2025 |
| TABR Capital Management, LLC | History | Closed out | 0 | 0 | — | 4.39% | — | -66,387 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -47,667 | -100.0% | Q3 2025 | Nov 10, 2025 |
| BFSG, LLC | History | Closed out | 0 | 0 | — | 0.25% | — | -26,875 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Consolidated Portfolio Review Corp | History | Closed out | 0 | 0 | — | 0.16% | — | -12,848 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Empowered Funds, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -11,654 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Vertex Planning Partners, LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -9,663 | -100.0% | Q3 2025 | Nov 18, 2025 |
| ASHTON THOMAS SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -8,393 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Advisor OS, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -6,854 | -100.0% | Q3 2025 | Nov 12, 2025 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Closed out | 0 | 0 | — | 0.0% | — | -6,828 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Davies Financial Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.53% | — | -6,767 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Mathes Company, Inc. | History | Closed out | 0 | 0 | — | 0.22% | — | -6,301 | -100.0% | Q3 2025 | Nov 12, 2025 |
| MJP ASSOCIATES INC /ADV | History | Closed out | 0 | 0 | — | 0.08% | — | -6,039 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Bolthouse Investments, LLC | History | Closed out | 0 | 0 | — | 0.52% | — | -5,919 | -100.0% | Q3 2025 | Oct 28, 2025 |
| LOCKERMAN FINANCIAL GROUP, INC. | History | Closed out | 0 | 0 | — | 0.57% | — | -4,710 | -100.0% | Q3 2025 | Oct 16, 2025 |
| TBH Global Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -4,415 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Future Fund LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -3,286 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Thrive Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -3,171 | -100.0% | Q3 2025 | Oct 28, 2025 |
| Strategic Financial Concepts, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -3,149 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Arete Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -3,141 | -100.0% | Q3 2025 | Nov 12, 2025 |
| PRUDENTIAL FINANCIAL INC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,000 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Columbia Bank | History | Closed out | 0 | 0 | — | 0.08% | — | -2,983 | -100.0% | Q3 2025 | Nov 06, 2025 |
| K.J. Harrison & Partners Inc | History | Closed out | 0 | 0 | — | 0.04% | — | -2,769 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Octavia Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -2,741 | -100.0% | Q3 2025 | Oct 28, 2025 |
| Keystone Wealth Services, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -2,448 | -100.0% | Q3 2025 | Oct 22, 2025 |
| BALDWIN WEALTH PARTNERS LLC/MA | History | Closed out | 0 | 0 | — | 0.02% | — | -2,396 | -100.0% | Q3 2025 | Oct 14, 2025 |
| MARINO, STRAM & ASSOCIATES LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -2,385 | -100.0% | Q3 2025 | Nov 03, 2025 |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | History | Closed out | 0 | 0 | — | 0.01% | — | -2,373 | -100.0% | Q3 2025 | Nov 07, 2025 |
| MONEY CONCEPTS CAPITAL CORP | History | Closed out | 0 | 0 | — | 0.01% | — | -2,249 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Arlington Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -2,191 | -100.0% | Q3 2025 | Oct 10, 2025 |
| Burns Matteson Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -2,102 | -100.0% | Q3 2025 | Oct 16, 2025 |
| TRUST CO OF OKLAHOMA | History | Closed out | 0 | 0 | — | 0.06% | — | -2,080 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Stewardship Advisors, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -2,074 | -100.0% | Q3 2025 | Oct 29, 2025 |
| LGT Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.37% | — | -1,773 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Provenance Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,275 | -100.0% | Q3 2025 | Nov 12, 2025 |
| MARQUETTE ASSOCIATES, INC. | History | Closed out | 0 | 0 | — | 0.14% | — | -1,197 | -100.0% | Q3 2025 | Nov 14, 2025 |
| HARRIS ASSOCIATES L P | History | Closed out | 0 | 0 | — | 0.0% | — | -1,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Koesten, Hirschmann & Crabtree, INC. | History | Closed out | 0 | 0 | — | 0.05% | — | -1,000 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Hopwood Financial Services, Inc. | History | Closed out | 0 | 0 | — | 0.06% | — | -945 | -100.0% | Q3 2025 | Nov 06, 2025 |
| MMA ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -914 | -100.0% | Q3 2025 | Nov 05, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -835 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Vestwell Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -709 | -100.0% | Q3 2025 | Dec 05, 2025 |
| Knott David M Jr | History | Closed out | 0 | 0 | — | 0.04% | — | -695 | -100.0% | Q3 2025 | Nov 12, 2025 |
| North Capital, Inc. | History | Closed out | 0 | 0 | — | 0.05% | — | -660 | -100.0% | Q3 2025 | Oct 09, 2025 |
| AllSquare Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -480 | -100.0% | Q3 2025 | Jan 12, 2026 |
| Rise Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -472 | -100.0% | Q3 2025 | Oct 08, 2025 |
| CARDIFF PARK ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -380 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Future Financial Wealth Managment LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -343 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Advantage Trust Co | History | Closed out | 0 | 0 | — | 0.01% | — | -304 | -100.0% | Q3 2025 | Nov 03, 2025 |
| RMG Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -193 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Core Alternative Capital | History | Closed out | 0 | 0 | — | 0.01% | — | -190 | -100.0% | Q3 2025 | Nov 03, 2025 |
| JPL Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -134 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Compass Financial Services Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -101 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Luminist Capital LLC | History | Reduced | 8 | 0 | — | 0.01% | — | -68 | -89.47% | Q4 2025 | Feb 13, 2026 |
| BTG Pactual Asset Management US LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -49 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Cloud Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -36 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Kiker Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -21 | -100.0% | Q3 2025 | Oct 27, 2025 |
| New Millennium Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11 | -100.0% | Q3 2025 | Nov 10, 2025 |
| LOGAN CAPITAL MANAGEMENT INC | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Cape Investment Advisory, Inc. | History | New | 8 | 0 | — | — | — | +8 | New | Q4 2025 | Feb 17, 2026 |
| SYM FINANCIAL Corp | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q3 2025 | Nov 03, 2025 |
| SUMMIT SECURITIES GROUP LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Performa Ltd (US), LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Wealth Watch Advisors, INC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |