NOVARTIS AG - NVS
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 315 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| DODGE & COX | History | Reduced | 9,014,641 | 1,242,848 | 0.67% | 0.73% | 1 | -1,570,504 | -14.84% | Q4 2025 | Feb 13, 2026 |
| MORGAN STANLEY | History | Added to | 8,876,906 | 1,223,859 | 0.07% | 0.06% | 2 | +1,148,033 | 14.85% | Q4 2025 | Feb 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 8,524,394 | 1,175,311 | 0.25% | 0.24% | 3 | -316,292 | -3.58% | Q4 2025 | Feb 12, 2026 |
| PRIMECAP MANAGEMENT CO/CA/ | History | Reduced | 7,579,274 | 1,044,954 | 0.79% | 0.92% | 4 | -1,762,580 | -18.87% | Q4 2025 | Feb 11, 2026 |
| Fisher Asset Management, LLC | History | Added to | 7,465,850 | 1,029,316 | 0.35% | 0.34% | 5 | +226,484 | 3.13% | Q4 2025 | Feb 09, 2026 |
| LOOMIS SAYLES & CO L P | History | Reduced | 5,534,215 | 763,002 | 0.92% | 0.86% | 6 | -130,696 | -2.31% | Q4 2025 | Feb 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 4,549,016 | 627,172 | 0.05% | 0.04% | 7 | -56,862 | -1.23% | Q4 2025 | Feb 17, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 4,479,307 | 617,562 | 0.15% | 0.13% | 8 | +419,988 | 10.35% | Q4 2025 | Feb 11, 2026 |
| GQG Partners LLC | History | Added to | 3,158,122 | 435,413 | 0.72% | 0.45% | 9 | +895,255 | 39.56% | Q4 2025 | Feb 13, 2026 |
| BlackRock, Inc. | History | Added to | 2,808,091 | 387,151 | 0.01% | 0.01% | 10 | +277,885 | 10.98% | Q4 2025 | Feb 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 2,745,444 | 378,514 | 0.05% | 0.05% | 11 | -204,203 | -6.92% | Q4 2025 | Mar 25, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 2,361,665 | 325,602 | 0.04% | 0.03% | 12 | +556,101 | 30.8% | Q4 2025 | Feb 17, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 2,351,181 | 324,157 | 0.04% | 0.04% | 13 | -20,208 | -0.85% | Q4 2025 | Feb 17, 2026 |
| JANUS HENDERSON GROUP PLC | History | Added to | 2,234,418 | 308,058 | 0.14% | 0.12% | 14 | +165,692 | 8.01% | Q4 2025 | Feb 17, 2026 |
| Cullen Capital Management, LLC | History | Added to | 2,080,796 | 286,879 | 3.13% | 2.9% | 15 | +10,419 | 0.5% | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,845,605 | 254,464 | 0.08% | 0.07% | 16 | +197,431 | 11.98% | Q4 2025 | Feb 18, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,842,043 | 253,962 | 0.05% | 0.04% | 17 | +12,199 | 0.67% | Q4 2025 | Feb 13, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 1,809,158 | 249,428 | 0.13% | 0.14% | 18 | -279,382 | -13.38% | Q4 2025 | Feb 02, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 1,782,198 | 245,711 | 0.07% | 0.07% | 19 | -37,062 | -2.04% | Q4 2025 | Feb 10, 2026 |
| FMR LLC | History | Added to | 1,662,296 | 229,180 | 0.01% | 0.01% | 20 | +62,559 | 3.91% | Q4 2025 | Feb 17, 2026 |
| Optiver Holding B.V. | History | Added to | 1,560,790 | 215,186 | 0.08% | 0.05% | 21 | +616,502 | 65.29% | Q4 2025 | Feb 17, 2026 |
| STATE STREET CORP | History | Reduced | 1,450,061 | 202,115 | 0.01% | 0.01% | 22 | -50,313 | -3.35% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Reduced | 1,361,274 | 187,678 | 0.03% | 0.03% | 23 | -240,859 | -15.03% | Q4 2025 | Jan 29, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 1,343,033 | 185,163 | 0.29% | 0.32% | 24 | -534,798 | -28.48% | Q4 2025 | Feb 12, 2026 |
| Chevy Chase Trust Holdings, LLC | History | Reduced | 1,061,372 | 146,331 | 0.4% | 0.4% | 25 | -74,878 | -6.59% | Q4 2025 | Feb 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 984,599 | 135,746 | 0.05% | 0.05% | 26 | -60,592 | -5.8% | Q4 2025 | Feb 12, 2026 |
| SCHARF INVESTMENTS, LLC | History | Reduced | 962,900 | 132,756 | 3.57% | 3.9% | 27 | -248,048 | -20.48% | Q4 2025 | Jan 15, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 960,657 | 132,446 | 0.11% | 0.05% | 28 | +515,999 | 116.04% | Q4 2025 | Feb 13, 2026 |
| LMR Partners LLP | History | Added to | 952,500 | 131,321 | 0.25% | 0.11% | 29 | +755,400 | 383.26% | Q4 2025 | Feb 17, 2026 |
| EARNEST PARTNERS LLC | History | Added to | 921,396 | 127,032 | 0.54% | 0.47% | 30 | +81,370 | 9.69% | Q4 2025 | Feb 12, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 887,296 | 122,331 | 0.16% | 0.14% | 31 | +54,682 | 6.57% | Q4 2025 | Feb 02, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 838,382 | 115,588 | 0.16% | 0.17% | 32 | -61,636 | -6.85% | Q4 2025 | Feb 10, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | New | 787,977 | 108,638 | 0.06% | — | 33 | +787,977 | New | Q4 2025 | Feb 13, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 693,356 | 95,592 | 0.09% | 0.15% | 34 | -476,501 | -40.73% | Q4 2025 | Feb 13, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Added to | 651,144 | 89,773 | 0.24% | 0.02% | 35 | +609,022 | 1445.85% | Q4 2025 | Feb 10, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 632,600 | 87,216 | 0.01% | 0.01% | 36 | +43,000 | 7.29% | Q4 2025 | Feb 17, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 618,268 | 85,240 | 0.04% | 0.04% | 37 | +57,204 | 10.2% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Added to | 607,748 | 83,790 | 0.02% | 0.02% | 38 | +56,213 | 10.19% | Q4 2025 | Feb 11, 2026 |
| HARDING LOEVNER LP | History | Reduced | 603,387 | 83,207 | 0.73% | 0.59% | 39 | -26,571 | -4.22% | Q4 2025 | Feb 17, 2026 |
| WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | History | Reduced | 601,912 | 82,985 | 3.95% | 3.67% | 40 | -4,868 | -0.8% | Q4 2025 | Feb 12, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 592,652 | 81,709 | 0.01% | 0.0% | 41 | +55,109 | 10.25% | Q4 2025 | Feb 11, 2026 |
| ROYAL BANK OF CANADA | History | New | 577,922 | 79,676 | 0.01% | — | 42 | +577,922 | New | Q4 2025 | Feb 17, 2026 |
| BRISTOL JOHN W & CO INC /NY/ | History | Reduced | 569,718 | 78,547 | 1.21% | 1.18% | 43 | -12,005 | -2.06% | Q4 2025 | Feb 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 569,722 | 78,546 | 0.02% | 0.02% | 44 | -14,931 | -2.55% | Q4 2025 | Feb 17, 2026 |
| SEI INVESTMENTS CO | History | Added to | 565,012 | 77,898 | 0.08% | 0.07% | 45 | +44,921 | 8.64% | Q4 2025 | Feb 13, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 528,563 | 72,872 | 0.12% | 0.04% | 46 | +374,016 | 242.01% | Q4 2025 | Feb 10, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 517,027 | 71,282 | 0.12% | 0.11% | 47 | +21,236 | 4.28% | Q4 2025 | Feb 12, 2026 |
| NewEdge Wealth, LLC | History | Added to | 505,339 | 69,671 | 0.79% | 0.88% | 48 | +18,875 | 3.88% | Q4 2025 | Feb 03, 2026 |
| Harvest Portfolios Group Inc. | History | Added to | 492,014 | 67,833 | 1.18% | 1.15% | 49 | +6,684 | 1.38% | Q4 2025 | Feb 06, 2026 |
| Corient Private Wealth LLC | History | Added to | 482,703 | 66,575 | 0.09% | 0.09% | 50 | +24,163 | 5.27% | Q4 2025 | Mar 09, 2026 |
| Clark Capital Management Group, Inc. | History | Reduced | 445,689 | 61,447 | 0.38% | 0.56% | 51 | -255,169 | -36.41% | Q4 2025 | Feb 17, 2026 |
| Creative Planning | History | Added to | 438,963 | 60,519 | 0.04% | 0.04% | 52 | +15,145 | 3.57% | Q4 2025 | Feb 17, 2026 |
| TODD ASSET MANAGEMENT LLC | History | Reduced | 434,246 | 59,870 | 1.17% | 1.14% | 53 | -5,633 | -1.28% | Q4 2025 | Feb 09, 2026 |
| ASSETMARK, INC | History | Added to | 406,231 | 56,007 | 0.11% | 0.1% | 54 | +48,080 | 13.42% | Q4 2025 | Jan 23, 2026 |
| TCTC Holdings, LLC | History | Added to | 394,089 | 54,333 | 1.62% | 1.49% | 55 | +2,653 | 0.68% | Q4 2025 | Feb 12, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 371,761 | 51,254 | 0.04% | 0.04% | 56 | -83,242 | -18.29% | Q4 2025 | Feb 13, 2026 |
| LORD, ABBETT & CO. LLC | History | New | 366,160 | 50,482 | 0.15% | — | 57 | +366,160 | New | Q4 2025 | Feb 13, 2026 |
| Defilade Capital Management, L.P. | History | New | 362,816 | 50,021 | 6.78% | — | 58 | +362,816 | New | Q4 2025 | Feb 13, 2026 |
| Walleye Capital LLC | History | Added to | 362,401 | 49,964 | 0.15% | 0.12% | 59 | +111,246 | 44.29% | Q4 2025 | Feb 13, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 342,536 | 47,225 | 0.13% | 0.16% | 60 | -56,622 | -14.19% | Q4 2025 | Jan 26, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Added to | 323,100 | 44,545 | 0.12% | 0.05% | 61 | +181,300 | 127.86% | Q4 2025 | Feb 17, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 319,855 | 44,098 | 0.1% | 0.1% | 62 | +6,573 | 2.1% | Q4 2025 | Feb 11, 2026 |
| Bank of New York Mellon Corp | History | Added to | 318,126 | 43,859 | 0.01% | 0.01% | 63 | +5,758 | 1.84% | Q4 2025 | Feb 10, 2026 |
| SATURNA CAPITAL CORP | History | Reduced | 312,662 | 43,106 | 0.57% | 0.52% | 64 | -2,639 | -0.84% | Q4 2025 | Feb 11, 2026 |
| Quantinno Capital Management LP | History | Added to | 301,191 | 41,525 | 0.08% | 0.09% | 65 | +48,545 | 19.21% | Q4 2025 | Feb 17, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 300,078 | 41,371 | 0.23% | 0.22% | 66 | +14,273 | 4.99% | Q4 2025 | Feb 11, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | Reduced | 299,175 | 41,247 | 0.11% | 0.12% | 67 | -31,857 | -9.62% | Q4 2025 | Feb 17, 2026 |
| Cerity Partners LLC | History | Reduced | 294,770 | 40,640 | 0.06% | 0.07% | 68 | -37,912 | -11.4% | Q4 2025 | Feb 11, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 290,480 | 40,048 | 0.01% | 0.01% | 69 | +29,653 | 11.37% | Q4 2025 | Feb 13, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 274,950 | 37,908 | 0.28% | 0.27% | 70 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 272,382 | 37,554 | 0.03% | 0.03% | 71 | +15,630 | 6.09% | Q4 2025 | Feb 13, 2026 |
| COOKSON PEIRCE & CO INC | History | Reduced | 268,943 | 37,079 | 1.54% | 1.43% | 72 | -3,226 | -1.19% | Q4 2025 | Feb 11, 2026 |
| US BANCORP \DE\ | History | Added to | 267,269 | 36,848 | 0.04% | 0.04% | 73 | +13,012 | 5.12% | Q4 2025 | Jan 30, 2026 |
| BRANDES INVESTMENT PARTNERS, LP | History | Added to | 262,797 | 36,233 | 0.28% | 0.25% | 74 | +14,922 | 6.02% | Q4 2025 | Feb 11, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 254,991 | 35,155 | 0.8% | — | 75 | +254,991 | New | Q4 2025 | Feb 17, 2026 |
| HighTower Advisors, LLC | History | Reduced | 251,375 | 34,657 | 0.04% | 0.04% | 76 | -1,828 | -0.72% | Q4 2025 | Feb 06, 2026 |
| Integral Health Asset Management, LLC | History | Added to | 250,000 | 34,467 | 1.71% | 1.74% | 77 | +50,000 | 25.0% | Q4 2025 | Feb 17, 2026 |
| Midwest Trust Co | History | Reduced | 249,741 | 34,431 | 0.43% | 0.42% | 78 | -2,611 | -1.03% | Q4 2025 | Feb 04, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 242,771 | 33,470 | 0.08% | 0.07% | 79 | +25,802 | 11.89% | Q4 2025 | Feb 13, 2026 |
| Mariner, LLC | History | Added to | 236,476 | 32,609 | 0.04% | 0.04% | 80 | +1,586 | 0.68% | Q4 2025 | Feb 13, 2026 |
| Walleye Trading LLC | History | Reduced | 234,300 | 32,302 | 0.05% | 0.05% | 81 | -15,681 | -6.27% | Q4 2025 | Feb 13, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 228,400 | 31,489 | 0.05% | 0.07% | 82 | -87,906 | -27.79% | Q4 2025 | Feb 12, 2026 |
| Tidal Investments LLC | History | Reduced | 226,256 | 31,193 | 0.07% | 0.08% | 83 | -75,180 | -24.94% | Q4 2025 | Feb 13, 2026 |
| FIRST FINANCIAL BANKSHARES INC | History | Added to | 224,783 | 30,990 | 0.62% | 0.59% | 84 | +2,546 | 1.15% | Q4 2025 | Feb 12, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 220,181 | 30,356 | 0.37% | 0.31% | 85 | -2,711 | -1.22% | Q4 2025 | Feb 02, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 219,714 | 30,292 | 0.19% | 0.18% | 86 | -4,833 | -2.15% | Q4 2025 | Jan 29, 2026 |
| Martin Investment Management, LLC | History | Reduced | 211,504 | 29,160 | 8.16% | 7.1% | 87 | -6,239 | -2.87% | Q4 2025 | Feb 10, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 210,204 | 28,980 | 0.02% | 0.02% | 88 | -2,580 | -1.21% | Q4 2025 | Feb 06, 2026 |
| Focus Partners Wealth | History | Added to | 208,560 | 28,749 | 0.03% | 0.01% | 89 | +152,616 | 272.8% | Q4 2025 | Feb 13, 2026 |
| Promethos Capital, LLC | History | Added to | 224,804 | 28,554 | 7.78% | 7.12% | 90 | +17,624 | 8.51% | Q4 2025 | Feb 13, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 202,921 | 27,962 | 0.02% | 0.01% | 91 | -9,390 | -4.42% | Q4 2025 | Feb 11, 2026 |
| MANAGED ASSET PORTFOLIOS, LLC | History | Reduced | 198,636 | 27,385 | 3.31% | 3.15% | 92 | -66 | -0.03% | Q4 2025 | Jan 29, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 196,282 | 27,061 | 0.02% | 0.02% | 93 | +10,709 | 5.77% | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 196,000 | 27,022 | 0.0% | 0.0% | 94 | +51,598 | 35.73% | Q4 2025 | Feb 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 186,406 | 26,603 | 0.04% | 0.04% | 95 | +6,218 | 3.45% | Q4 2025 | Jan 08, 2026 |
| GODSEY & GIBB, INC | History | Reduced | 191,084 | 26,344 | 2.37% | 2.19% | 96 | -2,178 | -1.13% | Q4 2025 | Jan 27, 2026 |
| BROWN ADVISORY INC | History | Reduced | 188,406 | 25,975 | 0.04% | 0.03% | 97 | -547 | -0.29% | Q4 2025 | Feb 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 186,600 | 25,726 | 0.01% | 0.01% | 98 | +50,641 | 37.25% | Q4 2025 | Feb 17, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Added to | 185,366 | 25,556 | 0.03% | 0.02% | 99 | +79,068 | 74.38% | Q4 2025 | Feb 12, 2026 |
| Cetera Investment Advisers | History | Reduced | 178,949 | 24,671 | 0.03% | 0.03% | 100 | -878 | -0.49% | Q4 2025 | Feb 17, 2026 |
| ABC ARBITRAGE SA | History | New | 176,749 | 24,368 | 2.28% | — | 101 | +176,749 | New | Q4 2025 | Feb 04, 2026 |
| Invesco Ltd. | History | Reduced | 175,677 | 24,220 | 0.0% | 0.0% | 102 | -3,362 | -1.88% | Q4 2025 | Feb 19, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 156,158 | 24,078 | 0.04% | 0.03% | 103 | +19,787 | 14.51% | Q4 2025 | Feb 18, 2026 |
| Foresight Global Investors, Inc. | History | Added to | 172,083 | 23,725 | 11.17% | 13.07% | 104 | +400 | 0.23% | Q4 2025 | Mar 19, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 168,386 | 23,215 | 0.03% | 0.03% | 105 | -10,136 | -5.68% | Q4 2025 | Feb 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 166,724 | 22,992 | 0.03% | 0.04% | 106 | -65,183 | -28.11% | Q4 2025 | Feb 17, 2026 |
| Capital Wealth Planning, LLC | History | Added to | 163,545 | 22,657 | 0.15% | 0.11% | 107 | +44,640 | 37.54% | Q4 2025 | Feb 11, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 161,252 | 22,231 | 0.04% | 0.04% | 108 | +7,103 | 4.61% | Q4 2025 | Feb 17, 2026 |
| HRT FINANCIAL LP | History | Added to | 157,661 | 21,736 | 0.07% | 0.07% | 109 | +18,802 | 13.54% | Q4 2025 | Feb 12, 2026 |
| OAK ASSOCIATES LTD /OH/ | History | Added to | 156,995 | 21,644 | 1.3% | 1.22% | 110 | +1,136 | 0.73% | Q4 2025 | Feb 12, 2026 |
| GRANDFIELD & DODD, LLC | History | Reduced | 155,348 | 21,417 | 1.21% | 1.18% | 111 | -7,470 | -4.59% | Q4 2025 | Feb 10, 2026 |
| M&T BANK CORP | History | Added to | 153,584 | 21,175 | 0.07% | 0.07% | 112 | +1,122 | 0.74% | Q4 2025 | Jan 30, 2026 |
| Douglas Lane & Associates, LLC | History | Reduced | 151,029 | 20,822 | 0.29% | 0.28% | 113 | -5,419 | -3.46% | Q4 2025 | Jan 22, 2026 |
| Parkwood LLC | History | Added to | 147,260 | 20,303 | 1.57% | 1.55% | 114 | +14,294 | 10.75% | Q4 2025 | Feb 17, 2026 |
| ProVise Management Group, LLC | History | Added to | 144,479 | 19,919 | 1.42% | 1.33% | 115 | +4,105 | 2.92% | Q4 2025 | Jan 29, 2026 |
| First Fiduciary Investment Counsel, Inc. | History | Reduced | 135,448 | 18,674 | 3.62% | 3.41% | 116 | -1,022 | -0.75% | Q4 2025 | Jan 30, 2026 |
| Coleford Investment Management Ltd. | History | Reduced | 133,675 | 18,429 | 4.48% | 4.19% | 117 | -2,375 | -1.75% | Q4 2025 | Feb 11, 2026 |
| &PARTNERS | History | Added to | 133,267 | 18,374 | 0.1% | 0.1% | 118 | +16,550 | 14.18% | Q4 2025 | Feb 17, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 133,113 | 18,352 | 0.2% | 0.2% | 119 | +7,579 | 6.04% | Q4 2025 | Feb 02, 2026 |
| INGALLS & SNYDER LLC | History | Added to | 132,826 | 18,313 | 0.67% | 0.55% | 120 | +969 | 0.73% | Q4 2025 | Feb 13, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 130,399 | 17,978 | 0.18% | 0.17% | 121 | -2,137 | -1.61% | Q4 2025 | Feb 13, 2026 |
| GW HENSSLER & ASSOCIATES LTD | History | Reduced | 129,063 | 17,793 | 0.86% | 0.86% | 122 | -4,405 | -3.3% | Q4 2025 | Feb 10, 2026 |
| IMC-Chicago, LLC | History | Added to | 126,600 | 17,454 | 0.01% | 0.0% | 123 | +29,100 | 29.85% | Q4 2025 | Jan 29, 2026 |
| Fiera Capital Corp | History | Added to | 124,367 | 17,146 | 0.05% | 0.04% | 124 | +30,433 | 32.4% | Q4 2025 | Feb 11, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 121,027 | 16,685 | 0.02% | 0.03% | 125 | -71,640 | -37.18% | Q4 2025 | Feb 17, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 120,026 | 16,547 | 0.01% | 0.01% | 126 | -1,713 | -1.41% | Q4 2025 | Feb 13, 2026 |
| Pathstone Holdings, LLC | History | New | 118,791 | 16,377 | 0.06% | — | 127 | +118,791 | New | Q4 2025 | Feb 13, 2026 |
| WILKINS INVESTMENT COUNSEL INC | History | Reduced | 116,412 | 16,049 | 2.34% | 2.43% | 128 | -17,565 | -13.11% | Q4 2025 | Feb 02, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | Reduced | 114,835 | 15,832 | 0.23% | 0.22% | 129 | -1,067 | -0.92% | Q4 2025 | Feb 12, 2026 |
| Hudson Bay Capital Management LP | History | New | 114,346 | 15,764 | 0.05% | — | 130 | +114,346 | New | Q4 2025 | Feb 13, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | Added to | 113,737 | 15,680 | 0.01% | 0.0% | 131 | +14,352 | 14.44% | Q4 2025 | Jan 22, 2026 |
| Boston Common Asset Management, LLC | History | Reduced | 113,266 | 15,615 | 0.79% | 0.45% | 132 | -10,970 | -8.83% | Q4 2025 | Jan 15, 2026 |
| Edgemoor Investment Advisors, Inc. | History | Reduced | 108,330 | 14,935 | 1.16% | 1.08% | 133 | -710 | -0.65% | Q4 2025 | Feb 10, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 108,205 | 14,918 | 0.03% | 0.03% | 134 | +5,526 | 5.38% | Q4 2025 | Mar 16, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 106,832 | 14,728 | 0.06% | 0.06% | 135 | -1,540 | -1.42% | Q4 2025 | Feb 17, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 106,040 | 14,690 | 0.02% | 0.02% | 136 | +339 | 0.32% | Q4 2025 | Jan 15, 2026 |
| Callan Family Office, LLC | History | Added to | 104,847 | 14,455 | 0.31% | 0.36% | 137 | +16,872 | 19.18% | Q4 2025 | Feb 12, 2026 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | History | Reduced | 100,188 | 13,812 | 0.02% | 0.04% | 138 | -110,000 | -52.33% | Q4 2025 | Feb 17, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Reduced | 99,834 | 13,764 | 0.25% | 0.25% | 139 | -1,672 | -1.65% | Q4 2025 | Jan 23, 2026 |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | History | Added to | 97,812 | 13,485 | 1.15% | 0.9% | 140 | +49,297 | 101.61% | Q4 2025 | Feb 11, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 97,521 | 13,445 | 0.04% | 0.0% | 141 | +87,821 | 905.37% | Q4 2025 | Feb 17, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 97,259 | 13,409 | 0.01% | 0.01% | 142 | +24,655 | 33.96% | Q4 2025 | Feb 17, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 95,800 | 13,207 | 0.01% | 0.0% | 143 | +91,094 | 1935.7% | Q4 2025 | Feb 17, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Reduced | 95,498 | 13,166 | 0.42% | 0.4% | 144 | -426 | -0.44% | Q4 2025 | Jan 30, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 94,282 | 12,998 | 0.18% | 0.02% | 145 | +84,944 | 909.66% | Q4 2025 | Feb 06, 2026 |
| Ethic Inc. | History | Added to | 93,865 | 12,941 | 0.2% | 0.19% | 146 | +3,010 | 3.31% | Q4 2025 | Feb 03, 2026 |
| American Assets Investment Management, LLC | History | No change | 93,610 | 12,906 | 0.89% | 0.88% | 147 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Allworth Financial LP | History | New | 93,025 | 12,825 | 0.05% | — | 148 | +93,025 | New | Q4 2025 | Feb 05, 2026 |
| Squarepoint Ops LLC | History | Reduced | 91,757 | 12,650 | 0.01% | 0.02% | 149 | -34,484 | -27.32% | Q4 2025 | Feb 13, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 91,562 | 12,623 | 0.07% | 0.05% | 150 | +14,598 | 18.97% | Q4 2025 | Jan 29, 2026 |
| Aquatic Capital Management LLC | History | Added to | 90,973 | 12,542 | 0.36% | 0.06% | 151 | +65,074 | 251.26% | Q4 2025 | Feb 17, 2026 |
| OSTERWEIS CAPITAL MANAGEMENT INC | History | Reduced | 87,683 | 12,088 | 0.51% | 0.51% | 152 | -994 | -1.12% | Q4 2025 | Feb 17, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Reduced | 85,852 | 11,909 | 0.15% | 0.14% | 153 | -2,626 | -2.97% | Q4 2025 | Feb 03, 2026 |
| BAHL & GAYNOR INC | History | Reduced | 86,162 | 11,879 | 0.06% | 0.06% | 154 | -1,269 | -1.45% | Q4 2025 | Feb 12, 2026 |
| Matthew Goff Investment Advisor, LLC | History | Reduced | 85,855 | 11,836 | 2.1% | 1.93% | 155 | -2,422 | -2.74% | Q4 2025 | Jan 14, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 85,041 | 11,724 | 0.07% | 0.07% | 156 | +4,081 | 5.04% | Q4 2025 | Feb 17, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Reduced | 84,499 | 11,649 | 0.15% | 0.14% | 157 | -208 | -0.25% | Q4 2025 | Jan 22, 2026 |
| CWM, LLC | History | Reduced | 83,074 | 11,453 | 0.03% | 0.03% | 158 | -6,402 | -7.15% | Q4 2025 | Jan 26, 2026 |
| INVESTMENT HOUSE LLC | History | Reduced | 81,848 | 11,284 | 0.54% | 0.5% | 159 | -169 | -0.21% | Q4 2025 | Feb 06, 2026 |
| Eldred Rock Partners, LLC | History | Reduced | 81,549 | 11,243 | 2.92% | 2.9% | 160 | -9,204 | -10.14% | Q4 2025 | Jan 16, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 81,278 | 11,205 | 0.03% | 0.02% | 161 | +15,552 | 23.66% | Q4 2025 | Feb 17, 2026 |
| ZEVIN ASSET MANAGEMENT LLC | History | Reduced | 80,982 | 11,164 | 1.5% | 1.63% | 162 | -6,225 | -7.14% | Q4 2025 | Feb 12, 2026 |
| Reynders McVeigh Capital Management, LLC | History | Reduced | 77,954 | 10,747 | 0.5% | 0.49% | 163 | -3,917 | -4.78% | Q4 2025 | Feb 02, 2026 |
| Cohen Capital Management, Inc. | History | No change | 76,613 | 10,562 | 1.59% | 1.53% | 164 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Live Oak Private Wealth LLC | History | Reduced | 76,592 | 10,559 | 1.44% | 1.38% | 165 | -488 | -0.63% | Q4 2025 | Jan 23, 2026 |
| NewEdge Advisors, LLC | History | Added to | 75,540 | 10,414 | 0.04% | 0.04% | 166 | +2,901 | 3.99% | Q4 2025 | Feb 18, 2026 |
| GABELLI FUNDS LLC | History | New | 75,500 | 10,409 | 0.07% | — | 167 | +75,500 | New | Q4 2025 | Feb 05, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 75,357 | 10,389 | 0.0% | 0.01% | 168 | -108,887 | -59.1% | Q4 2025 | Feb 10, 2026 |
| Altrius Capital Management Inc | History | Added to | 74,923 | 10,329 | 2.19% | 2.18% | 169 | +494 | 0.66% | Q4 2025 | Feb 02, 2026 |
| Tweedy, Browne Co LLC | History | Reduced | 74,905 | 10,327 | 0.83% | 0.85% | 170 | -1,149 | -1.51% | Q4 2025 | Feb 03, 2026 |
| Franklin, Parlapiano, Turner & Welch, LLC | History | Reduced | 70,511 | 10,177 | 2.53% | 2.4% | 171 | -3,468 | -4.69% | Q4 2025 | Jan 22, 2026 |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | History | Reduced | 73,549 | 10,140 | 0.34% | 0.32% | 172 | -2,053 | -2.72% | Q4 2025 | Feb 11, 2026 |
| CITIGROUP INC | History | Reduced | 71,334 | 9,834 | 0.0% | 0.01% | 173 | -159,953 | -69.16% | Q4 2025 | Feb 13, 2026 |
| TOWER BRIDGE ADVISORS | History | Reduced | 70,901 | 9,775 | 0.99% | 0.94% | 174 | -2,437 | -3.32% | Q4 2025 | Feb 13, 2026 |
| CAMDEN NATIONAL BANK | History | Added to | 70,869 | 9,770 | 1.34% | 1.27% | 175 | +247 | 0.35% | Q4 2025 | Feb 10, 2026 |
| Mengis Capital Management, Inc. | History | Added to | 70,748 | 9,754 | 1.72% | 1.61% | 176 | +6,750 | 10.55% | Q4 2025 | Mar 05, 2026 |
| DV EQUITIES, LLC | History | New | 69,935 | 9,641 | 1.73% | — | 177 | +69,935 | New | Q4 2025 | Feb 17, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | New | 69,112 | 9,528 | 0.2% | — | 178 | +69,112 | New | Q4 2025 | Feb 17, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 68,385 | 9,428 | 0.01% | 0.01% | 179 | -1,107 | -1.59% | Q4 2025 | Feb 13, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 66,582 | 9,179 | 0.06% | 0.07% | 180 | +2,801 | 4.39% | Q4 2025 | Feb 18, 2026 |
| Curi Capital, LLC | History | Added to | 66,313 | 9,142 | 0.16% | 0.1% | 181 | +23,465 | 54.76% | Q4 2025 | Feb 17, 2026 |
| Brooklyn Investment Group | History | Added to | 64,948 | 9,040 | 0.42% | 0.35% | 182 | +43,420 | 201.69% | Q4 2025 | Feb 12, 2026 |
| Belvedere Trading LLC | History | Added to | 63,416 | 9,015 | 0.01% | 0.0% | 183 | +34,453 | 118.96% | Q4 2025 | Feb 10, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 64,841 | 8,939 | 0.22% | 0.21% | 184 | +81 | 0.13% | Q4 2025 | Jan 28, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 63,109 | 8,700 | 0.01% | 0.01% | 185 | -1,389 | -2.15% | Q4 2025 | Feb 10, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 61,418 | 8,467 | 0.01% | — | 186 | +61,418 | New | Q4 2025 | Feb 13, 2026 |
| WELCH & FORBES LLC | History | Reduced | 61,088 | 8,422 | 0.1% | 0.09% | 187 | -58 | -0.09% | Q4 2025 | Feb 10, 2026 |
| Empowered Funds, LLC | History | Reduced | 60,525 | 8,344 | 0.14% | 0.09% | 188 | -6,852 | -10.17% | Q4 2025 | Feb 18, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 59,860 | 8,252 | 0.25% | 0.25% | 189 | +166 | 0.28% | Q4 2025 | Feb 13, 2026 |
| 1832 Asset Management L.P. | History | Added to | 59,339 | 8,181 | 0.01% | 0.0% | 190 | +52,139 | 724.15% | Q4 2025 | Feb 13, 2026 |
| LOGAN CAPITAL MANAGEMENT INC | History | Added to | 58,363 | 8,046 | 0.34% | 0.28% | 191 | +6,058 | 11.58% | Q4 2025 | Feb 12, 2026 |
| Atria Investments, Inc | History | Reduced | 58,266 | 8,033 | 0.09% | 0.09% | 192 | -199 | -0.34% | Q4 2025 | Feb 05, 2026 |
| FEDERATED HERMES, INC. | History | Added to | 57,389 | 7,912 | 0.01% | 0.01% | 193 | +5,967 | 11.6% | Q4 2025 | Feb 12, 2026 |
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | History | Reduced | 57,300 | 7,899 | 0.26% | 0.4% | 194 | -27,900 | -32.75% | Q4 2025 | Feb 05, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 57,205 | 7,886 | 0.1% | 0.1% | 195 | -610 | -1.06% | Q4 2025 | Feb 05, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 56,470 | 7,786 | 0.11% | 0.08% | 196 | +15,490 | 37.8% | Q4 2025 | Feb 09, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 55,618 | 7,668 | 0.09% | 0.08% | 197 | -2,215 | -3.83% | Q4 2025 | Feb 13, 2026 |
| Advisors Capital Management, LLC | History | Added to | 55,017 | 7,585 | 0.09% | 0.08% | 198 | +2,284 | 4.33% | Q4 2025 | Jan 29, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 54,472 | 7,510 | 0.02% | 0.02% | 199 | -1,629 | -2.9% | Q4 2025 | Feb 05, 2026 |
| GLENMEDE TRUST CO NA | History | New | 54,386 | 7,498 | 0.04% | — | 200 | +54,386 | New | Q4 2025 | Feb 17, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 54,268 | 7,481 | 0.02% | 0.01% | 201 | +16,400 | 43.31% | Q4 2025 | Feb 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 54,261 | 7,480 | 0.04% | 0.04% | 202 | +1,787 | 3.41% | Q4 2025 | Feb 12, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 53,979 | 7,442 | 0.0% | 0.01% | 203 | -193,393 | -78.18% | Q4 2025 | Feb 17, 2026 |
| Narwhal Capital Management | History | Added to | 53,812 | 7,419 | 0.54% | 0.49% | 204 | +1,887 | 3.63% | Q4 2025 | Jan 30, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 53,013 | 7,308 | 0.03% | 0.02% | 205 | +2,488 | 4.92% | Q4 2025 | Jan 30, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 52,770 | 7,275 | 0.0% | 0.0% | 206 | -198 | -0.37% | Q4 2025 | Feb 11, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | New | 51,531 | 7,148 | 0.21% | — | 207 | +51,531 | New | Q4 2025 | Feb 13, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 51,032 | 7,035 | 0.0% | 0.01% | 208 | -24,432 | -32.38% | Q4 2025 | Feb 13, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 50,762 | 6,998 | 0.04% | 0.04% | 209 | +1,822 | 3.72% | Q4 2025 | Feb 12, 2026 |
| Glassy Mountain Advisors, Inc. | History | Reduced | 50,437 | 6,953 | 2.1% | 1.95% | 210 | -63 | -0.12% | Q4 2025 | Feb 10, 2026 |
| World Investment Advisors | History | Added to | 50,214 | 6,923 | 0.11% | 0.12% | 211 | +5,719 | 12.85% | Q4 2025 | Mar 12, 2026 |
| Triasima Portfolio Management inc. | History | Added to | 50,175 | 6,917 | 1.04% | 0.34% | 212 | +32,620 | 185.82% | Q4 2025 | Feb 02, 2026 |
| Cardinal Capital Management | History | Added to | 49,665 | 6,847 | 0.91% | 0.88% | 213 | +104 | 0.21% | Q4 2025 | Jan 30, 2026 |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | History | Reduced | 49,632 | 6,842 | 2.16% | 2.1% | 214 | -164 | -0.33% | Q4 2025 | Feb 12, 2026 |
| PITTENGER & ANDERSON INC | History | No change | 49,020 | 6,758 | 0.26% | 0.23% | 215 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Bleakley Financial Group, LLC | History | Reduced | 48,943 | 6,747 | 0.12% | 0.16% | 216 | -3,190 | -6.12% | Q4 2025 | Feb 09, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 48,579 | 6,698 | 0.06% | 0.05% | 217 | -4,313 | -8.15% | Q4 2025 | Jan 05, 2026 |
| Financial Gravity Asset Management, Inc. | History | Added to | 48,437 | 6,678 | 1.29% | 1.15% | 218 | +2,956 | 6.5% | Q4 2025 | Feb 13, 2026 |
| Catalyst Capital Advisors LLC | History | Reduced | 47,642 | 6,568 | 0.13% | 0.13% | 219 | -2,250 | -4.51% | Q4 2025 | Feb 10, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 47,469 | 6,543 | 0.03% | 0.03% | 220 | +416 | 0.88% | Q4 2025 | Feb 12, 2026 |
| Boston Partners | History | Reduced | 47,304 | 6,530 | 0.01% | 0.01% | 221 | -7,239 | -13.27% | Q4 2025 | Feb 13, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 47,356 | 6,528 | 0.03% | 0.04% | 222 | -22,034 | -31.75% | Q4 2025 | Feb 13, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 47,245 | 6,513 | 0.15% | 0.09% | 223 | +19,155 | 68.19% | Q4 2025 | Jan 27, 2026 |
| Archford Capital Strategies, LLC | History | Added to | 46,672 | 6,434 | 0.75% | 0.4% | 224 | +20,319 | 77.1% | Q4 2025 | Jan 15, 2026 |
| SIGNATUREFD, LLC | History | Added to | 46,629 | 6,428 | 0.1% | 0.09% | 225 | +522 | 1.13% | Q4 2025 | Jan 20, 2026 |
| Rathbones Group PLC | History | Reduced | 46,006 | 6,342 | 0.03% | 0.02% | 226 | -243 | -0.53% | Q4 2025 | Feb 06, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Added to | 45,906 | 6,329 | 0.02% | 0.02% | 227 | +983 | 2.19% | Q4 2025 | Feb 17, 2026 |
| TRUST CO OF VERMONT | History | Added to | 45,745 | 6,306 | 0.26% | 0.26% | 228 | +6 | 0.01% | Q4 2025 | Jan 16, 2026 |
| PEAK6 LLC | History | Added to | 45,536 | 6,278 | 0.01% | 0.01% | 229 | +994 | 2.23% | Q4 2025 | Mar 12, 2026 |
| Quadrature Capital Ltd | History | New | 45,069 | 6,213 | 0.06% | — | 230 | +45,069 | New | Q4 2025 | Feb 17, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 44,411 | 6,121 | 0.01% | 0.01% | 231 | +5,042 | 12.81% | Q4 2025 | Feb 17, 2026 |
| Monte Financial Group, LLC | History | Reduced | 44,023 | 6,069 | 2.26% | 2.2% | 232 | -2,560 | -5.5% | Q4 2025 | Jan 22, 2026 |
| Henry James International Management Inc. | History | Reduced | 43,596 | 6,010 | 1.89% | 1.71% | 233 | -3 | -0.01% | Q4 2025 | Feb 17, 2026 |
| Perennial Advisors, LLC | History | Added to | 42,344 | 5,837 | 0.98% | 0.93% | 234 | +407 | 0.97% | Q4 2025 | Jan 12, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 42,323 | 5,835 | 0.04% | 0.04% | 235 | -467 | -1.09% | Q4 2025 | Feb 12, 2026 |
| Lido Advisors, LLC | History | Added to | 43,739 | 5,746 | 0.02% | 0.02% | 236 | +643 | 1.49% | Q4 2025 | Feb 10, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 41,635 | 5,740 | 0.03% | 0.03% | 237 | -160 | -0.38% | Q4 2025 | Feb 03, 2026 |
| Private Advisor Group, LLC | History | Reduced | 41,078 | 5,663 | 0.03% | 0.03% | 238 | -322 | -0.78% | Q4 2025 | Feb 17, 2026 |
| HAMEL ASSOCIATES, INC. | History | No change | 40,585 | 5,595 | 1.69% | 1.6% | 239 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 40,500 | 5,583 | 0.01% | 0.01% | 240 | +8,100 | 25.0% | Q4 2025 | Feb 17, 2026 |
| BESSEMER GROUP INC | History | Added to | 40,412 | 5,572 | 0.01% | 0.0% | 241 | +24,436 | 152.95% | Q4 2025 | Feb 05, 2026 |
| Argent Trust Co | History | Added to | 40,333 | 5,560 | 0.19% | 0.18% | 242 | +291 | 0.73% | Q4 2025 | Feb 10, 2026 |
| First Pacific Financial | History | Added to | 40,072 | 5,524 | 0.72% | 0.61% | 243 | +5,759 | 16.78% | Q4 2025 | Jan 16, 2026 |
| Euro Pacific Asset Management, LLC | History | Reduced | 42,231 | 5,492 | 0.61% | 1.38% | 244 | -49,536 | -53.98% | Q4 2025 | Jan 21, 2026 |
| CARRET ASSET MANAGEMENT, LLC | History | Reduced | 39,815 | 5,489 | 0.52% | 0.5% | 245 | -445 | -1.11% | Q4 2025 | Feb 17, 2026 |
| Spire Wealth Management | History | Added to | 38,983 | 5,374 | 0.18% | 0.01% | 246 | +37,518 | 2560.96% | Q4 2025 | Jan 14, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 38,951 | 5,370 | 0.1% | 0.12% | 247 | -8,319 | -17.6% | Q4 2025 | Feb 12, 2026 |
| MAI Capital Management | History | Added to | 38,185 | 5,264 | 0.03% | 0.02% | 248 | +8,397 | 28.19% | Q4 2025 | Feb 13, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Reduced | 37,858 | 5,219 | 0.14% | 0.14% | 249 | -567 | -1.48% | Q4 2025 | Feb 03, 2026 |
| Caprock Group, LLC | History | Added to | 37,747 | 5,204 | 0.11% | 0.11% | 250 | +3,251 | 9.42% | Q4 2025 | Jan 28, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 37,705 | 5,198 | 0.15% | 0.13% | 251 | +21,202 | 128.47% | Q4 2025 | Feb 10, 2026 |
| Naviter Wealth, LLC | History | Reduced | 37,658 | 5,191 | 0.68% | 0.65% | 252 | -5,873 | -13.49% | Q4 2025 | Jan 21, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 37,364 | 5,151 | 0.03% | 0.03% | 253 | -4,672 | -11.11% | Q4 2025 | Jan 12, 2026 |
| Vident Advisory, LLC | History | Reduced | 37,022 | 5,104 | 0.05% | 0.05% | 254 | -452 | -1.21% | Q4 2025 | Feb 18, 2026 |
| SPHERA FUNDS MANAGEMENT LTD. | History | No change | 37,000 | 5,101 | 0.99% | 1.0% | 255 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 36,928 | 5,091 | 0.01% | 0.01% | 256 | +5,200 | 16.39% | Q4 2025 | Feb 17, 2026 |
| Vise Technologies, Inc. | History | Added to | 36,277 | 5,001 | 0.1% | 0.09% | 257 | +16,913 | 87.34% | Q4 2025 | Feb 11, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 36,140 | 4,982 | 0.0% | 0.0% | 258 | -1,024 | -2.76% | Q4 2025 | Feb 13, 2026 |
| China Universal Asset Management Co., Ltd. | History | Added to | 36,000 | 4,963 | 0.38% | 0.21% | 259 | +16,000 | 80.0% | Q4 2025 | Jan 29, 2026 |
| FACTORY MUTUAL INSURANCE CO | History | No change | 35,796 | 4,935 | 0.05% | 0.04% | 260 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 35,483 | 4,892 | 0.07% | 0.07% | 261 | -1,587 | -4.28% | Q4 2025 | Feb 03, 2026 |
| Quartz Partners, LLC | History | Added to | 35,382 | 4,878 | 1.82% | 1.5% | 262 | +2,970 | 9.16% | Q4 2025 | Feb 13, 2026 |
| DEARBORN PARTNERS LLC | History | Added to | 35,225 | 4,856 | 0.24% | 0.21% | 263 | +65 | 0.18% | Q4 2025 | Feb 11, 2026 |
| Greenfield Seitz Capital Management, LLC | History | Reduced | 34,875 | 4,808 | 1.58% | 1.47% | 264 | -578 | -1.63% | Q4 2025 | Feb 12, 2026 |
| Arkadios Wealth Advisors | History | Added to | 34,843 | 4,803 | 0.09% | 0.1% | 265 | +3,189 | 10.07% | Q4 2025 | Feb 13, 2026 |
| AZZAD ASSET MANAGEMENT INC /ADV | History | Added to | 34,593 | 4,769 | 0.47% | 0.43% | 266 | +300 | 0.87% | Q4 2025 | Jan 21, 2026 |
| Timber Creek Capital Management LLC | History | Reduced | 34,545 | 4,762 | 1.11% | 1.07% | 267 | -82 | -0.24% | Q4 2025 | Jan 23, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 34,378 | 4,739 | 0.05% | 0.04% | 268 | +16,069 | 87.77% | Q4 2025 | Jan 23, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 34,368 | 4,738 | 0.07% | 0.08% | 269 | -1,403 | -3.92% | Q4 2025 | Feb 12, 2026 |
| CULLEN INVESTMENT GROUP, LTD. | History | Added to | 32,897 | 4,656 | 0.6% | 0.08% | 270 | +28,338 | 621.58% | Q4 2025 | Jan 12, 2026 |
| Auto-Owners Insurance Co | History | No change | 33,570 | 4,628 | 0.1% | 0.11% | 271 | 0 | 0.0% | Q4 2025 | Mar 09, 2026 |
| CHOREO, LLC | History | Reduced | 33,223 | 4,608 | 0.06% | 0.06% | 272 | -1,348 | -3.9% | Q4 2025 | Jan 23, 2026 |
| Cornerstone Wealth Group, LLC | History | Added to | 33,253 | 4,584 | 0.31% | 0.28% | 273 | +457 | 1.39% | Q4 2025 | Jan 26, 2026 |
| WealthTrust Axiom LLC | History | Reduced | 32,885 | 4,533 | 1.17% | 1.14% | 274 | -274 | -0.83% | Q4 2025 | Feb 13, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Reduced | 32,723 | 4,511 | 0.14% | 0.14% | 275 | -337 | -1.02% | Q4 2025 | Jan 12, 2026 |
| Merit Financial Group, LLC | History | Added to | 32,499 | 4,480 | 0.04% | 0.04% | 276 | +1,354 | 4.35% | Q4 2025 | Jan 26, 2026 |
| Chesley Taft & Associates LLC | History | Added to | 32,480 | 4,478 | 0.18% | 0.17% | 277 | +1,650 | 5.35% | Q4 2025 | Jan 14, 2026 |
| TD ASSET MANAGEMENT INC | History | Added to | 32,435 | 4,471 | 0.0% | 0.0% | 278 | +7,620 | 30.71% | Q4 2025 | Feb 10, 2026 |
| BALDWIN WEALTH PARTNERS LLC/MA | History | Reduced | 32,288 | 4,451 | 0.28% | 0.28% | 279 | -1,562 | -4.61% | Q4 2025 | Jan 07, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 32,254 | 4,446 | 0.09% | 0.08% | 280 | +5,939 | 22.57% | Q4 2025 | Feb 03, 2026 |
| Providence Capital Advisors, LLC | History | Added to | 32,082 | 4,423 | 0.74% | 0.69% | 281 | +1,108 | 3.58% | Q4 2025 | Feb 12, 2026 |
| Advisory Services Network, LLC | History | Added to | 31,893 | 4,397 | 0.06% | 0.06% | 282 | +41 | 0.13% | Q4 2025 | Feb 17, 2026 |
| GREAT LAKES ADVISORS, LLC | History | Added to | 31,160 | 4,296 | 0.04% | 0.03% | 283 | +627 | 2.05% | Q4 2025 | Feb 12, 2026 |
| Choate Investment Advisors | History | Added to | 31,147 | 4,294 | 0.08% | 0.06% | 284 | +8,909 | 40.06% | Q4 2025 | Feb 09, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 30,989 | 4,272 | 0.01% | 0.01% | 285 | -1,570 | -4.82% | Q4 2025 | Feb 02, 2026 |
| NORTHEAST INVESTMENT MANAGEMENT | History | Reduced | 30,898 | 4,259 | 0.17% | 0.16% | 286 | -72 | -0.23% | Q4 2025 | Feb 04, 2026 |
| Pekin Hardy Strauss, Inc. | History | Reduced | 30,711 | 4,234 | 0.39% | 0.42% | 287 | -1,855 | -5.7% | Q4 2025 | Jan 30, 2026 |
| Csenge Advisory Group | History | Added to | 30,264 | 4,172 | 0.19% | 0.18% | 288 | +1,018 | 3.48% | Q4 2025 | Feb 06, 2026 |
| FRED ALGER MANAGEMENT, LLC | History | Reduced | 30,164 | 4,158 | 0.02% | 0.02% | 289 | -15,426 | -33.84% | Q4 2025 | Feb 17, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 29,824 | 4,111 | 0.01% | 33.76% | 290 | -26,876 | -47.4% | Q4 2025 | Feb 17, 2026 |
| Global Retirement Partners, LLC | History | Added to | 29,730 | 4,098 | 0.07% | 0.03% | 291 | +18,032 | 154.15% | Q4 2025 | Feb 06, 2026 |
| Moors & Cabot, Inc. | History | Added to | 29,612 | 4,082 | 0.17% | 0.16% | 292 | +320 | 1.09% | Q4 2025 | Feb 10, 2026 |
| Northside Capital Management, LLC | History | No change | 29,543 | 4,073 | 0.35% | 0.35% | 293 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | Reduced | 29,337 | 4,044 | 0.02% | 0.02% | 294 | -191 | -0.65% | Q4 2025 | Jan 13, 2026 |
| MOODY LYNN & LIEBERSON, LLC | History | Added to | 29,320 | 4,042 | 0.21% | 0.13% | 295 | +10,279 | 53.98% | Q4 2025 | Jan 15, 2026 |
| PRENTISS SMITH & CO INC | History | Reduced | 29,154 | 4,019 | 2.4% | 2.12% | 296 | -110 | -0.38% | Q4 2025 | Jan 29, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 29,138 | 4,017 | 0.1% | 0.0% | 297 | +27,853 | 2167.55% | Q4 2025 | Feb 17, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 29,022 | 4,000 | 0.02% | 0.02% | 298 | +706 | 2.49% | Q4 2025 | Jan 27, 2026 |
| Oxbow Advisors, LLC | History | Reduced | 28,508 | 3,930 | 0.35% | 0.34% | 299 | -332 | -1.15% | Q4 2025 | Feb 04, 2026 |
| Haverford Trust Co | History | Reduced | 28,382 | 3,913 | 0.03% | 0.03% | 300 | -492 | -1.7% | Q4 2025 | Feb 13, 2026 |
| Penobscot Investment Management Company, Inc. | History | Reduced | 28,316 | 3,903 | 0.29% | 0.28% | 301 | -1 | -0.0% | Q4 2025 | Jan 27, 2026 |
| FAYEZ SAROFIM & CO | History | Added to | 28,252 | 3,895 | 0.01% | 0.01% | 302 | +300 | 1.07% | Q4 2025 | Feb 13, 2026 |
| Atlantic Union Bankshares Corp | History | Reduced | 28,243 | 3,893 | 0.07% | 0.07% | 303 | -870 | -2.99% | Q4 2025 | Feb 04, 2026 |
| NBT BANK N A /NY | History | Reduced | 28,183 | 3,874 | 0.25% | 0.24% | 304 | -506 | -1.76% | Q4 2025 | Jan 23, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 27,909 | 3,847 | 0.05% | 0.04% | 305 | +6,593 | 30.93% | Q4 2025 | Jan 29, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | Reduced | 27,843 | 3,838 | 0.24% | 0.24% | 306 | -366 | -1.3% | Q4 2025 | Jan 21, 2026 |
| EagleClaw Capital Managment, LLC | History | Reduced | 27,682 | 3,816 | 0.55% | 0.5% | 307 | -400 | -1.42% | Q4 2025 | Feb 10, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 27,490 | 3,790 | 0.0% | 0.0% | 308 | -5,795 | -17.41% | Q4 2025 | Feb 12, 2026 |
| CWA Asset Management Group, LLC | History | Added to | 27,213 | 3,751 | 0.14% | 0.05% | 309 | +16,409 | 151.88% | Q4 2025 | Jan 07, 2026 |
| Compound Planning, Inc. | History | Added to | 27,034 | 3,727 | 0.11% | 0.1% | 310 | +3,695 | 15.83% | Q4 2025 | Feb 19, 2026 |
| Ballentine Partners, LLC | History | Added to | 26,981 | 3,719 | 0.05% | 0.05% | 311 | +862 | 3.3% | Q4 2025 | Feb 03, 2026 |
| MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC | History | Reduced | 26,895 | 3,708 | 2.33% | 2.08% | 312 | -110 | -0.41% | Q4 2025 | Feb 12, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | Reduced | 26,836 | 3,699 | 0.23% | 0.22% | 313 | -52 | -0.19% | Q4 2025 | Feb 17, 2026 |
| SIH Partners, LLLP | History | No change | 26,579 | 3,664 | 0.07% | 0.1% | 314 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Telos Capital Management, Inc. | History | Reduced | 26,293 | 3,624 | 0.34% | 0.33% | 315 | -379 | -1.42% | Q4 2025 | Jan 22, 2026 |
| Spectrum Asset Management, Inc. (NB/CA) | History | Added to | 26,288 | 3,624 | 1.21% | 1.18% | 316 | +120 | 0.46% | Q4 2025 | Jan 26, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Reduced | 26,130 | 3,602 | 0.27% | 0.26% | 317 | -170 | -0.65% | Q4 2025 | Feb 04, 2026 |
| CIBC Asset Management Inc | History | Added to | 26,264 | 3,592 | 0.01% | 0.01% | 318 | +275 | 1.06% | Q4 2025 | Feb 10, 2026 |
| Prospera Financial Services Inc | History | Reduced | 25,879 | 3,569 | 0.06% | 0.06% | 319 | -67 | -0.26% | Q4 2025 | Feb 09, 2026 |
| ALBERT D MASON INC | History | Added to | 25,587 | 3,527 | 2.32% | 2.13% | 320 | +88 | 0.35% | Q4 2025 | Jan 13, 2026 |
| Forum Financial Management, LP | History | Added to | 25,365 | 3,497 | 0.05% | 0.04% | 321 | +758 | 3.08% | Q4 2025 | Jan 27, 2026 |
| Americana Partners, LLC | History | Reduced | 24,964 | 3,441 | 0.09% | 0.1% | 322 | -1,320 | -5.02% | Q4 2025 | Feb 06, 2026 |
| DIAMOND HILL CAPITAL MANAGEMENT INC | History | Reduced | 24,822 | 3,422 | 0.02% | 0.02% | 323 | -3,005 | -10.8% | Q4 2025 | Feb 06, 2026 |
| Arjuna Capital | History | Reduced | 24,705 | 3,406 | 0.83% | 0.79% | 324 | -146 | -0.59% | Q4 2025 | Feb 05, 2026 |
| apricus wealth, LLC | History | Added to | 24,673 | 3,401 | 1.74% | 1.64% | 325 | +940 | 3.96% | Q4 2025 | Jan 15, 2026 |
| Campbell & CO Investment Adviser LLC | History | New | 24,619 | 3,394 | 0.16% | — | 326 | +24,619 | New | Q4 2025 | Feb 12, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Added to | 24,279 | 3,347 | 0.04% | 0.04% | 327 | +62 | 0.26% | Q4 2025 | Feb 10, 2026 |
| HALL LAURIE J TRUSTEE | History | Reduced | 24,122 | 3,325 | 1.1% | 1.06% | 328 | -1,210 | -4.78% | Q4 2025 | Jan 20, 2026 |
| SHRIER WEALTH MANAGEMENT, LLC | History | New | 24,077 | 3,319 | 1.31% | — | 329 | +24,077 | New | Q4 2025 | Jan 15, 2026 |
| CAPITAL INSIGHT PARTNERS, LLC | History | Reduced | 23,985 | 3,306 | 0.7% | 0.6% | 330 | -4,363 | -15.39% | Q4 2025 | Feb 17, 2026 |
| BLUE SQUARE ASSET MANAGEMENT, LLC | History | Reduced | 23,813 | 3,283 | 1.46% | 1.36% | 331 | -427 | -1.76% | Q4 2025 | Jan 20, 2026 |
| CLOVERFIELDS CAPITAL GROUP, LP | History | Added to | 23,731 | 3,271 | 1.01% | 0.75% | 332 | +5,119 | 27.5% | Q4 2025 | Feb 13, 2026 |
| PATTEN & PATTEN INC/TN | History | Reduced | 23,694 | 3,266 | 0.19% | 0.18% | 333 | -233 | -0.97% | Q4 2025 | Feb 03, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 22,714 | 3,261 | 0.04% | 0.04% | 334 | -3,095 | -11.99% | Q4 2025 | Jan 21, 2026 |
| SageView Advisory Group, LLC | History | Reduced | 23,339 | 3,217 | 0.11% | 0.11% | 335 | -1,124 | -4.59% | Q4 2025 | Feb 17, 2026 |
| AMG National Trust Bank | History | Added to | 22,890 | 3,155 | 0.07% | 0.07% | 336 | +134 | 0.59% | Q4 2025 | Jan 30, 2026 |
| TEALWOOD ASSET MANAGEMENT INC | History | Added to | 22,815 | 3,146 | 1.41% | 1.18% | 337 | +10 | 0.04% | Q4 2025 | Jan 07, 2026 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | History | Reduced | 22,754 | 3,137 | 0.41% | 0.39% | 338 | -464 | -2.0% | Q4 2025 | Feb 10, 2026 |
| FCA CORP /TX | History | Reduced | 22,612 | 3,117 | 0.88% | 0.87% | 339 | -1,820 | -7.45% | Q4 2025 | Feb 11, 2026 |
| COMMERCE BANK | History | Added to | 22,604 | 3,116 | 0.02% | 0.02% | 340 | +461 | 2.08% | Q4 2025 | Feb 13, 2026 |
| Third View Private Wealth, LLC | History | New | 22,384 | 3,086 | 0.42% | — | 341 | +22,384 | New | Q4 2025 | Jan 23, 2026 |
| MITCHELL & PAHL PRIVATE WEALTH, LLC | History | Reduced | 22,349 | 3,081 | 1.28% | 1.21% | 342 | -72 | -0.32% | Q4 2025 | Jan 14, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 22,226 | 3,064 | 0.04% | 0.06% | 343 | -14,618 | -39.68% | Q4 2025 | Feb 02, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 22,156 | 3,054 | 0.0% | — | 344 | +22,156 | New | Q4 2025 | Feb 13, 2026 |
| FOSTER & MOTLEY INC | History | Added to | 22,055 | 3,041 | 0.16% | 0.14% | 345 | +2,279 | 11.52% | Q4 2025 | Jan 15, 2026 |
| AlphaCore Capital LLC | History | Reduced | 21,835 | 3,010 | 0.07% | 0.1% | 346 | -1,129 | -4.92% | Q4 2025 | Feb 05, 2026 |
| FAIRFIELD, BUSH & CO. | History | Reduced | 21,613 | 2,979 | 1.57% | 1.5% | 347 | -1,241 | -5.43% | Q4 2025 | Feb 13, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 21,436 | 2,955 | 0.01% | 0.01% | 348 | +2,055 | 10.6% | Q4 2025 | Feb 06, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 21,237 | 2,929 | 0.02% | — | 349 | +21,237 | New | Q4 2025 | Feb 18, 2026 |
| Cascade Investment Advisors, Inc. | History | Reduced | 21,055 | 2,902 | 1.71% | 1.65% | 350 | -150 | -0.71% | Q4 2025 | Jan 14, 2026 |
| Old Port Advisors | History | Added to | 20,992 | 2,894 | 0.71% | 0.67% | 351 | +291 | 1.41% | Q4 2025 | Jan 08, 2026 |
| DGS Capital Management, LLC | History | Added to | 20,859 | 2,875 | 0.49% | 0.46% | 352 | +1,133 | 5.74% | Q4 2025 | Feb 24, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 20,783 | 2,865 | 0.05% | 0.04% | 353 | +726 | 3.62% | Q4 2025 | Feb 12, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | New | 20,505 | 2,827 | 0.17% | — | 354 | +20,505 | New | Q4 2025 | Feb 17, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 20,500 | 2,826 | 0.05% | 0.04% | 355 | +3,543 | 20.89% | Q4 2025 | Jan 16, 2026 |
| Coastline Trust Co | History | Reduced | 20,411 | 2,814 | 0.26% | 0.28% | 356 | -50 | -0.24% | Q4 2025 | Jan 05, 2026 |
| Family Manage LLC | History | Added to | 20,338 | 2,804 | 0.35% | 0.35% | 357 | +234 | 1.16% | Q4 2025 | Feb 17, 2026 |
| BEACON FINANCIAL GROUP | History | New | 20,253 | 2,792 | 0.28% | — | 358 | +20,253 | New | Q4 2025 | Apr 01, 2026 |
| Savant Capital, LLC | History | Added to | 19,982 | 2,754 | 0.02% | 0.01% | 359 | +3,678 | 22.56% | Q4 2025 | Feb 10, 2026 |
| Kathmere Capital Management, LLC | History | Reduced | 19,925 | 2,747 | 0.18% | 0.19% | 360 | -939 | -4.5% | Q4 2025 | Jan 13, 2026 |
| Aaron Wealth Advisors LLC | History | Added to | 19,719 | 2,718 | 0.15% | 0.12% | 361 | +4,080 | 26.09% | Q4 2025 | Jan 21, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 19,434 | 2,679 | 0.02% | 0.02% | 362 | -2,697 | -12.19% | Q4 2025 | Feb 09, 2026 |
| EVERETT HARRIS & CO /CA/ | History | No change | 19,363 | 2,669 | 0.03% | 0.03% | 363 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| NorthCrest Asset Manangement, LLC | History | Reduced | 19,122 | 2,637 | 0.06% | 0.06% | 365 | -892 | -4.46% | Q4 2025 | Jan 08, 2026 |
| Clearstead Advisors, LLC | History | Added to | 19,130 | 2,637 | 0.03% | 0.03% | 364 | +112 | 0.59% | Q4 2025 | Feb 09, 2026 |
| CenterStar Asset Management, LLC | History | Added to | 19,100 | 2,633 | 0.74% | 0.11% | 366 | +15,100 | 377.5% | Q4 2025 | Jan 27, 2026 |
| Optimist Retirement Group LLC | History | Reduced | 18,979 | 2,616 | 1.2% | 1.12% | 367 | -340 | -1.76% | Q4 2025 | Feb 09, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 18,956 | 2,613 | 0.26% | 0.24% | 368 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 18,678 | 2,575 | 0.31% | 0.28% | 369 | +1,798 | 10.65% | Q4 2025 | Jan 26, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Reduced | 18,679 | 2,574 | 0.0% | 0.01% | 370 | -9,854 | -34.54% | Q4 2025 | Feb 10, 2026 |
| Beutel, Goodman & Co Ltd. | History | Added to | 18,655 | 2,571 | 0.02% | 0.01% | 371 | +215 | 1.17% | Q4 2025 | Feb 13, 2026 |
| MARIETTA INVESTMENT PARTNERS LLC | History | Added to | 18,237 | 2,514 | 0.5% | 0.44% | 372 | +488 | 2.75% | Q4 2025 | Feb 10, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 18,219 | 2,512 | 0.08% | 0.08% | 373 | +175 | 0.97% | Q4 2025 | Feb 13, 2026 |
| Abbot Financial Management, Inc. | History | Reduced | 18,157 | 2,503 | 1.04% | 1.0% | 374 | -50 | -0.27% | Q4 2025 | Feb 13, 2026 |
| Abacus Wealth Partners, LLC | History | Added to | 18,094 | 2,494 | 0.24% | 0.03% | 375 | +16,328 | 924.58% | Q4 2025 | Feb 05, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | Reduced | 18,086 | 2,493 | 0.04% | 0.03% | 376 | -226 | -1.23% | Q4 2025 | Feb 12, 2026 |
| INDEPENDENT INVESTORS INC | History | No change | 17,900 | 2,467 | 0.46% | 0.44% | 377 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Lester Murray Antman dba SimplyRich | History | No change | 17,770 | 2,449 | 0.64% | 0.61% | 378 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Checchi Capital Advisers, LLC | History | Reduced | 17,757 | 2,448 | 0.13% | 0.12% | 379 | -119 | -0.67% | Q4 2025 | Jan 27, 2026 |
| BENEDICT FINANCIAL ADVISORS INC | History | Reduced | 17,478 | 2,409 | 0.51% | 0.49% | 380 | -41 | -0.23% | Q4 2025 | Jan 27, 2026 |
| BTC Capital Management, Inc. | History | Added to | 17,378 | 2,397 | 0.17% | 0.15% | 381 | +99 | 0.57% | Q4 2025 | Jan 15, 2026 |
| HB Wealth Management, LLC | History | Added to | 17,362 | 2,393 | 0.02% | 0.01% | 382 | +423 | 2.5% | Q4 2025 | Jan 28, 2026 |
| NICHOLS & PRATT ADVISERS LLP /MA | History | Added to | 17,347 | 2,391 | 0.15% | 0.14% | 383 | +110 | 0.64% | Q4 2025 | Jan 29, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | Added to | 17,219 | 2,374 | 0.75% | 0.68% | 384 | +1,121 | 6.96% | Q4 2025 | Feb 03, 2026 |
| Patten Group, Inc. | History | Added to | 17,134 | 2,362 | 0.44% | 0.42% | 385 | +321 | 1.91% | Q4 2025 | Jan 23, 2026 |
| Altman Advisors, Inc. | History | Reduced | 17,112 | 2,359 | 0.89% | 0.84% | 386 | -24 | -0.14% | Q4 2025 | Feb 04, 2026 |
| Ipswich Investment Management Co., Inc. | History | Reduced | 17,107 | 2,358 | 0.55% | 0.52% | 387 | -105 | -0.61% | Q4 2025 | Jan 16, 2026 |
| EP Wealth Advisors, LLC | History | New | 16,977 | 2,340 | 0.01% | — | 388 | +16,977 | New | Q4 2025 | Feb 18, 2026 |
| Abundance Wealth Counselors | History | Added to | 16,927 | 2,333 | 0.39% | 0.37% | 389 | +73 | 0.43% | Q4 2025 | Jan 26, 2026 |
| New Vernon Capital Holdings II LLC | History | No change | 16,911 | 2,331 | 1.1% | 1.0% | 390 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| JAMISON PRIVATE WEALTH MANAGEMENT, INC. | History | Reduced | 16,871 | 2,326 | 0.28% | 0.28% | 391 | -356 | -2.07% | Q4 2025 | Jan 15, 2026 |
| Marshall Financial Group, LLC | History | Added to | 16,859 | 2,324 | 0.45% | 0.41% | 392 | +484 | 2.96% | Q4 2025 | Jan 09, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 16,829 | 2,320 | 0.03% | 0.03% | 393 | -508 | -2.93% | Q4 2025 | Jan 21, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 16,783 | 2,313 | 0.13% | 0.12% | 394 | +6 | 0.04% | Q4 2025 | Feb 10, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 16,555 | 2,282 | 0.07% | 0.07% | 395 | -3,311 | -16.67% | Q4 2025 | Jan 09, 2026 |
| XTX Topco Ltd | History | Added to | 16,489 | 2,273 | 0.06% | 0.04% | 396 | +10,862 | 193.03% | Q4 2025 | Feb 17, 2026 |
| Empire Financial Management Company, LLC | History | Added to | 16,484 | 2,272 | 0.49% | 0.48% | 397 | +146 | 0.89% | Q4 2025 | Feb 12, 2026 |
| Leo Wealth, LLC | History | Added to | 16,428 | 2,264 | 0.16% | 0.22% | 398 | +3,148 | 23.7% | Q4 2025 | Jan 21, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 16,315 | 2,263 | 0.09% | 0.11% | 399 | +1,987 | 13.87% | Q4 2025 | Feb 13, 2026 |
| Palisade Asset Management, LLC | History | Reduced | 16,409 | 2,262 | 0.22% | 0.2% | 400 | -50 | -0.3% | Q4 2025 | Feb 13, 2026 |
| REGIONS FINANCIAL CORP | History | Reduced | 16,376 | 2,257 | 0.01% | 0.01% | 401 | -437 | -2.6% | Q4 2025 | Jan 27, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Added to | 16,336 | 2,252 | 0.12% | 0.1% | 402 | +1,145 | 7.54% | Q4 2025 | Feb 11, 2026 |
| HEADINVEST, LLC | History | Reduced | 16,332 | 2,251 | 0.45% | 0.44% | 403 | -184 | -1.11% | Q4 2025 | Feb 02, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 16,296 | 2,246 | 0.05% | 0.04% | 404 | +1,898 | 13.18% | Q4 2025 | Feb 05, 2026 |
| Quadcap Wealth Management, LLC | History | Reduced | 16,255 | 2,241 | 0.26% | 0.25% | 405 | -129 | -0.79% | Q4 2025 | Jan 29, 2026 |
| WealthPlan Investment Management, LLC | History | Added to | 16,230 | 2,237 | 0.14% | 0.08% | 406 | +6,836 | 72.77% | Q4 2025 | Feb 05, 2026 |
| IAM Advisory, LLC | History | Added to | 16,201 | 2,233 | 0.5% | 0.47% | 407 | +66 | 0.41% | Q4 2025 | Jan 07, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 15,936 | 2,197 | 0.02% | 0.01% | 408 | +646 | 4.22% | Q4 2025 | Feb 13, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Reduced | 15,828 | 2,182 | 0.0% | 0.03% | 409 | -1,388,260 | -98.87% | Q4 2025 | Feb 17, 2026 |
| Ascent Wealth Partners, LLC | History | Added to | 15,656 | 2,158 | 0.25% | 0.23% | 410 | +19 | 0.12% | Q4 2025 | Feb 02, 2026 |
| Waverly Advisors, LLC | History | Added to | 15,647 | 2,157 | 0.02% | 0.02% | 411 | +1,637 | 11.68% | Q4 2025 | Feb 17, 2026 |
| Baker Ellis Asset Management LLC | History | Added to | 15,250 | 2,102 | 0.25% | 0.23% | 412 | +539 | 3.66% | Q4 2025 | Jan 21, 2026 |
| May Hill Capital, LLC | History | Added to | 15,230 | 2,099 | 0.27% | 0.28% | 413 | +7,725 | 102.93% | Q4 2025 | Feb 05, 2026 |
| Venturi Wealth Management, LLC | History | Added to | 15,078 | 2,078 | 0.09% | 0.08% | 414 | +1,510 | 11.13% | Q4 2025 | Jan 22, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 15,059 | 2,076 | 0.05% | 0.05% | 415 | -567 | -3.63% | Q4 2025 | Jan 23, 2026 |
| MOSAIC FINANCIAL GROUP, LLC | History | No change | 14,986 | 2,066 | 1.41% | 1.37% | 416 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | No change | 14,966 | 2,063 | 0.02% | 0.02% | 417 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Strategic Global Advisors, LLC | History | Added to | 14,873 | 2,050 | 0.32% | 0.26% | 418 | +1,691 | 12.83% | Q4 2025 | Feb 13, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 14,815 | 2,042 | 0.02% | 0.02% | 419 | +3,967 | 36.57% | Q4 2025 | Jan 29, 2026 |
| Gradient Investments LLC | History | Added to | 14,661 | 2,021 | 0.03% | 0.02% | 420 | +4,390 | 42.74% | Q4 2025 | Jan 08, 2026 |
| BAILARD, INC. | History | Added to | 14,426 | 1,988 | 0.04% | 0.03% | 421 | +2,305 | 19.02% | Q4 2025 | Feb 04, 2026 |
| GREENLEAF TRUST | History | Added to | 14,424 | 1,988 | 0.02% | 0.02% | 422 | +728 | 5.32% | Q4 2025 | Jan 21, 2026 |
| ADVISORS MANAGEMENT GROUP INC /ADV | History | Reduced | 14,318 | 1,974 | 0.36% | 0.36% | 423 | -1,835 | -11.36% | Q4 2025 | Jan 14, 2026 |
| Voya Financial Advisors, Inc. | History | Reduced | 14,077 | 1,959 | 0.19% | 0.17% | 424 | -41 | -0.29% | Q4 2025 | Feb 13, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | Reduced | 14,118 | 1,946 | 0.1% | 0.09% | 425 | -231 | -1.61% | Q4 2025 | Feb 11, 2026 |
| Sepio Capital, LP | History | Added to | 14,027 | 1,933 | 0.11% | 0.1% | 426 | +476 | 3.51% | Q4 2025 | Feb 12, 2026 |
| MARCO INVESTMENT MANAGEMENT LLC | History | Reduced | 14,020 | 1,932 | 0.15% | 0.14% | 427 | -100 | -0.71% | Q4 2025 | Feb 04, 2026 |
| NORTHSTAR ASSET MANAGEMENT Co | History | No change | 13,925 | 1,919 | 0.41% | 0.38% | 428 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | No change | 13,767 | 1,898 | 0.1% | 0.1% | 429 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| KAHN BROTHERS GROUP INC | History | Reduced | 13,678 | 1,885 | 0.33% | 0.35% | 430 | -648 | -4.52% | Q4 2025 | Feb 12, 2026 |
| Sivia Capital Partners, LLC | History | Added to | 13,595 | 1,874 | 0.38% | 0.27% | 432 | +6,175 | 83.22% | Q4 2025 | Feb 10, 2026 |
| DENALI ADVISORS LLC | History | Added to | 13,598 | 1,874 | 0.21% | 0.2% | 431 | +39 | 0.29% | Q4 2025 | Feb 03, 2026 |
| CAPITAL FINANCIAL GROUP INC\CO\ /ADV | History | New | 13,549 | 1,868 | 1.04% | — | 433 | +13,549 | New | Q4 2025 | Feb 17, 2026 |
| Wilmington Savings Fund Society, FSB | History | Reduced | 13,520 | 1,864 | 0.04% | 0.04% | 434 | -1,007 | -6.93% | Q4 2025 | Feb 12, 2026 |
| Sterling Capital Management LLC | History | Reduced | 13,492 | 1,860 | 0.03% | 0.03% | 435 | -772 | -5.41% | Q4 2025 | Feb 13, 2026 |
| AIMZ Investment Advisors, LLC | History | No change | 13,328 | 1,837 | 0.53% | 0.54% | 436 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 13,324 | 1,836 | 0.02% | 0.03% | 437 | -4,347 | -24.6% | Q4 2025 | Feb 09, 2026 |
| Solutions 4 Wealth, Ltd | History | No change | 13,214 | 1,821 | 2.75% | 2.63% | 438 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | Reduced | 13,144 | 1,812 | 0.09% | 0.09% | 439 | -1,418 | -9.74% | Q4 2025 | Feb 02, 2026 |
| Boit C F David | History | No change | 12,800 | 1,811 | 0.78% | 0.74% | 440 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Ascent Group, LLC | History | Reduced | 13,120 | 1,808 | 0.06% | 0.06% | 441 | -5 | -0.04% | Q4 2025 | Jan 20, 2026 |
| HM PAYSON & CO | History | Reduced | 13,060 | 1,800 | 0.03% | 0.02% | 442 | -202 | -1.52% | Q4 2025 | Feb 12, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Added to | 13,025 | 1,795 | 0.01% | 0.01% | 443 | +1,486 | 12.88% | Q4 2025 | Feb 17, 2026 |
| PARK NATIONAL CORP /OH/ | History | Reduced | 12,980 | 1,789 | 0.06% | 0.05% | 444 | -523 | -3.87% | Q4 2025 | Jan 05, 2026 |
| Compass Wealth Management LLC | History | Reduced | 12,947 | 1,785 | 0.45% | 0.38% | 445 | -250 | -1.89% | Q4 2025 | Feb 11, 2026 |
| CSM Advisors, LLC | History | New | 12,847 | 1,772 | 0.05% | — | 446 | +12,847 | New | Q4 2025 | Feb 11, 2026 |
| ROBERTS GLORE & CO INC /IL/ | History | Reduced | 12,773 | 1,761 | 0.47% | 0.46% | 447 | -370 | -2.82% | Q4 2025 | Feb 05, 2026 |
| West Family Investments, Inc. | History | Reduced | 12,722 | 1,753 | 0.41% | 56.06% | 448 | -198 | -1.53% | Q4 2025 | Feb 11, 2026 |
| Ativo Capital Management LLC | History | Reduced | 12,644 | 1,743 | 1.53% | 1.46% | 449 | -801 | -5.96% | Q4 2025 | Feb 02, 2026 |
| Arnhold LLC | History | No change | 12,636 | 1,742 | 0.13% | 0.14% | 450 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Parallel Advisors, LLC | History | Added to | 12,624 | 1,740 | 0.03% | 0.03% | 451 | +148 | 1.19% | Q4 2025 | Feb 11, 2026 |
| V-Square Quantitative Management LLC | History | Added to | 12,480 | 1,720 | 0.18% | 0.26% | 452 | +459 | 3.82% | Q4 2025 | Jan 22, 2026 |
| Carnegie Investment Counsel | History | Added to | 12,434 | 1,714 | 0.03% | 0.03% | 453 | +200 | 1.63% | Q4 2025 | Jan 23, 2026 |
| Abel Hall, LLC | History | Added to | 12,416 | 1,711 | 0.4% | 0.25% | 454 | +7,523 | 153.75% | Q4 2025 | Feb 17, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 12,356 | 1,703 | 0.04% | 0.04% | 455 | +137 | 1.12% | Q4 2025 | Feb 17, 2026 |
| PHYSICIANS FINANCIAL SERVICES, INC. | History | Reduced | 12,284 | 1,694 | 0.45% | 0.44% | 457 | -150 | -1.21% | Q4 2025 | Jan 21, 2026 |
| Plancorp, LLC | History | No change | 12,288 | 1,694 | 0.05% | 0.05% | 456 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Dynasty Wealth Management, LLC | History | Added to | 12,209 | 1,683 | 0.02% | 0.02% | 458 | +579 | 4.98% | Q4 2025 | Feb 10, 2026 |
| Kentucky Trust Co | History | Reduced | 12,137 | 1,673 | 0.89% | 0.85% | 459 | -100 | -0.82% | Q4 2025 | Jan 21, 2026 |
| GAMMA Investing LLC | History | Added to | 12,103 | 1,668 | 0.08% | 0.08% | 460 | +1,486 | 14.0% | Q4 2025 | Jan 05, 2026 |
| Brookstone Capital Management | History | Reduced | 12,097 | 1,667 | 0.02% | 0.02% | 461 | -10 | -0.08% | Q4 2025 | Jan 15, 2026 |
| Florida Trust Wealth Management Co | History | Added to | 12,073 | 1,664 | 0.05% | 0.04% | 462 | +992 | 8.95% | Q4 2025 | Jan 20, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 11,999 | 1,654 | 0.1% | 0.08% | 463 | -335 | -2.72% | Q4 2025 | Feb 17, 2026 |
| Generali Investments CEE, investicni spolecnost, a.s. | History | No change | 12,000 | 1,654 | 0.12% | 0.12% | 464 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| HF Advisory Group, LLC | History | Added to | 11,901 | 1,640 | 0.57% | 0.51% | 465 | +974 | 8.91% | Q4 2025 | Jan 23, 2026 |
| PCM Encore, LLC | History | New | 11,873 | 1,636 | 0.35% | — | 466 | +11,873 | New | Q4 2025 | Feb 13, 2026 |
| DELPHI MANAGEMENT INC /MA/ | History | Reduced | 11,723 | 1,616 | 1.57% | 1.44% | 467 | -341 | -2.83% | Q4 2025 | Jan 21, 2026 |
| Bridgewater Advisors Inc. | History | Added to | 11,119 | 1,613 | 0.1% | 0.1% | 468 | +105 | 0.95% | Q4 2025 | Jan 23, 2026 |
| Glass Wealth Management Co LLC | History | Reduced | 11,685 | 1,611 | 0.66% | 0.72% | 469 | -930 | -7.37% | Q4 2025 | Feb 04, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 11,666 | 1,608 | 0.01% | 0.01% | 470 | -566 | -4.63% | Q4 2025 | Feb 17, 2026 |
| Savvy Advisors, Inc. | History | Added to | 11,567 | 1,594 | 0.05% | 0.06% | 471 | +1,500 | 14.9% | Q4 2025 | Jan 20, 2026 |
| TRUST CO OF OKLAHOMA | History | Reduced | 11,480 | 1,582 | 0.46% | 0.45% | 472 | -338 | -2.86% | Q4 2025 | Jan 14, 2026 |
| Advisory Resource Group | History | Added to | 11,456 | 1,579 | 0.28% | 0.26% | 473 | +114 | 1.01% | Q4 2025 | Feb 12, 2026 |
| HORIZON KINETICS ASSET MANAGEMENT LLC | History | Reduced | 11,394 | 1,570 | 0.02% | 0.02% | 474 | -403 | -3.42% | Q4 2025 | Feb 11, 2026 |
| Creegan & Nassoura Financial Group, LLC | History | No change | 11,325 | 1,561 | 1.01% | 0.94% | 475 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Greenwich Wealth Management LLC | History | No change | 11,312 | 1,560 | 0.07% | 0.07% | 476 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 11,313 | 1,559 | 0.0% | 0.0% | 477 | -62,769 | -84.73% | Q4 2025 | Feb 17, 2026 |
| Frank, Rimerman Advisors LLC | History | Added to | 11,268 | 1,553 | 0.1% | 0.08% | 478 | +1,817 | 19.23% | Q4 2025 | Jan 15, 2026 |
| STOCK YARDS BANK & TRUST CO | History | Reduced | 11,243 | 1,550 | 0.05% | 0.05% | 479 | -125 | -1.1% | Q4 2025 | Jan 21, 2026 |
| Williams Jones Wealth Management, LLC. | History | Added to | 11,108 | 1,531 | 0.02% | 0.02% | 480 | +30 | 0.27% | Q4 2025 | Feb 13, 2026 |
| MAVERICK CAPITAL LTD | History | Added to | 11,073 | 1,526 | 0.02% | 0.01% | 481 | +2,851 | 34.68% | Q4 2025 | Feb 13, 2026 |
| Value Partners Investments Inc. | History | Added to | 11,010 | 1,519 | 0.12% | 0.1% | 482 | +1,751 | 18.91% | Q4 2025 | Jan 08, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Reduced | 11,017 | 1,518 | 0.02% | 0.02% | 483 | -1,182 | -9.69% | Q4 2025 | Feb 09, 2026 |
| SOMERVILLE KURT F | History | Reduced | 10,978 | 1,513 | 0.26% | 0.28% | 484 | -2,345 | -17.6% | Q4 2025 | Feb 17, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 10,920 | 1,505 | 0.03% | 0.03% | 485 | -143 | -1.29% | Q4 2025 | Feb 05, 2026 |
| INTRUST BANK NA | History | Added to | 10,910 | 1,504 | 0.12% | 0.11% | 486 | +351 | 3.32% | Q4 2025 | Feb 06, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 10,848 | 1,495 | 0.03% | 0.03% | 487 | +899 | 9.04% | Q4 2025 | Feb 04, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | Reduced | 10,765 | 1,484 | 0.01% | 0.01% | 488 | -139 | -1.27% | Q4 2025 | Feb 09, 2026 |
| GUYASUTA INVESTMENT ADVISORS INC | History | No change | 10,767 | 1,484 | 0.08% | 0.08% | 489 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| AR ASSET MANAGEMENT INC | History | No change | 10,750 | 1,482 | 0.3% | 0.29% | 490 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| CRUX WEALTH ADVISORS | History | Reduced | 10,729 | 1,479 | 0.55% | 0.55% | 491 | -46 | -0.43% | Q4 2025 | Jan 21, 2026 |
| Drexel Morgan & Co. | History | No change | 10,720 | 1,477 | 0.23% | 0.22% | 492 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Integrated Quantitative Investments LLC | History | Reduced | 10,599 | 1,461 | 0.31% | 0.39% | 493 | -28 | -0.26% | Q4 2025 | Feb 12, 2026 |
| GeoWealth Management, LLC | History | Added to | 10,504 | 1,448 | 0.05% | 0.05% | 494 | +146 | 1.41% | Q4 2025 | Feb 17, 2026 |
| HighPoint Advisor Group LLC | History | Added to | 10,503 | 1,447 | 0.07% | 0.06% | 495 | +649 | 6.59% | Q4 2025 | Feb 04, 2026 |
| Kovitz Investment Group Partners, LLC | History | Reduced | 10,469 | 1,443 | 0.03% | 0.08% | 496 | -150,678 | -93.5% | Q4 2025 | Feb 20, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 10,452 | 1,441 | 0.03% | 0.03% | 498 | +246 | 2.41% | Q4 2025 | Jan 07, 2026 |
| HOLDERNESS INVESTMENTS CO | History | Reduced | 10,458 | 1,441 | 0.29% | 0.28% | 497 | -105 | -0.99% | Q4 2025 | Feb 10, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 10,450 | 1,440 | 0.04% | 0.03% | 500 | +630 | 6.42% | Q4 2025 | Jan 29, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 10,451 | 1,440 | 0.02% | 0.02% | 499 | -340 | -3.15% | Q4 2025 | Jan 22, 2026 |
| Diameter Capital Partners LP | History | New | 10,400 | 1,433 | 0.13% | — | 501 | +10,400 | New | Q4 2025 | Feb 17, 2026 |
| Mayflower Financial Advisors, LLC | History | Added to | 10,370 | 1,429 | 0.17% | 0.16% | 502 | +118 | 1.15% | Q4 2025 | Jan 13, 2026 |
| FRG Family Wealth Advisors LLC | History | Added to | 10,218 | 1,408 | 0.22% | 0.19% | 503 | +778 | 8.24% | Q4 2025 | Jan 21, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 10,206 | 1,407 | 0.02% | 0.02% | 504 | -7,708 | -43.03% | Q4 2025 | Feb 13, 2026 |
| Foyston, Gordon & Payne Inc | History | Reduced | 10,196 | 1,405 | 0.31% | 0.3% | 505 | -384 | -3.63% | Q4 2025 | Feb 11, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Added to | 10,155 | 1,400 | 0.02% | 0.01% | 506 | +199 | 2.0% | Q4 2025 | Feb 12, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 10,120 | 1,395 | 0.01% | 0.01% | 507 | -114 | -1.11% | Q4 2025 | Jan 13, 2026 |
| Walsky Investment Management, Inc. | History | New | 10,102 | 1,392 | 1.42% | — | 508 | +10,102 | New | Q4 2025 | Feb 10, 2026 |
| BOSTON FAMILY OFFICE LLC | History | Reduced | 10,035 | 1,384 | 0.09% | 0.1% | 509 | -2,600 | -20.58% | Q4 2025 | Feb 13, 2026 |
| Modern Wealth Management, LLC | History | Added to | 10,041 | 1,384 | 0.03% | 0.03% | 510 | +163 | 1.65% | Q4 2025 | Feb 17, 2026 |
| Osprey Private Wealth LLC | History | Added to | 10,000 | 1,378 | 0.4% | 0.33% | 511 | +2,850 | 39.86% | Q4 2025 | Feb 04, 2026 |
| OPAL CAPITAL LLC | History | New | 9,961 | 1,376 | 0.34% | — | 512 | +9,961 | New | Q4 2025 | Feb 17, 2026 |
| Agate Pass Investment Management, LLC | History | Reduced | 9,950 | 1,371 | 0.51% | 0.54% | 513 | -1,100 | -9.95% | Q4 2025 | Jan 08, 2026 |
| NOVEM GROUP | History | Added to | 9,925 | 1,368 | 0.16% | 0.15% | 514 | +161 | 1.65% | Q4 2025 | Jan 27, 2026 |
| Ellevest, Inc. | History | Reduced | 9,917 | 1,367 | 0.19% | 0.18% | 515 | -115 | -1.15% | Q4 2025 | Feb 10, 2026 |
| Fort Sheridan Advisors LLC | History | Added to | 9,905 | 1,365 | 0.17% | 0.14% | 516 | +1,459 | 17.27% | Q4 2025 | Feb 10, 2026 |
| Pine Valley Investments Ltd Liability Co | History | Reduced | 9,863 | 1,359 | 0.06% | 0.06% | 517 | -250 | -2.47% | Q4 2025 | Feb 13, 2026 |
| FineMark National Bank & Trust | History | Reduced | 9,844 | 1,357 | 0.04% | 0.05% | 518 | -1,200 | -10.87% | Q4 2025 | Feb 12, 2026 |
| Douglass Winthrop Advisors, LLC | History | Added to | 9,838 | 1,356 | 0.02% | 0.02% | 519 | +200 | 2.08% | Q4 2025 | Feb 12, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Added to | 9,813 | 1,352 | 0.02% | 0.02% | 520 | +738 | 8.13% | Q4 2025 | Jan 28, 2026 |
| Smart Money Group LLC | History | Reduced | 9,811 | 1,352 | 0.39% | 0.38% | 521 | -152 | -1.53% | Q4 2025 | Jan 30, 2026 |
| TrueMark Investments, LLC | History | Added to | 9,800 | 1,351 | 0.26% | 0.19% | 523 | +1,275 | 14.96% | Q4 2025 | Jan 14, 2026 |
| Venture Visionary Partners LLC | History | Reduced | 9,803 | 1,351 | 0.04% | 0.05% | 522 | -747 | -7.08% | Q4 2025 | Feb 13, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 10,577 | 1,347 | 0.03% | 0.03% | 524 | +64 | 0.61% | Q4 2025 | Feb 11, 2026 |
| Nicholas Hoffman & Company, LLC. | History | Added to | 9,702 | 1,337 | 0.03% | 0.03% | 525 | +20 | 0.21% | Q4 2025 | Feb 02, 2026 |
| Qtron Investments LLC | History | Reduced | 9,697 | 1,336 | 0.17% | 0.18% | 526 | -1,872 | -16.18% | Q4 2025 | Feb 12, 2026 |
| Welch Group, LLC | History | Added to | 9,656 | 1,331 | 0.05% | 0.05% | 527 | +190 | 2.01% | Q4 2025 | Jan 26, 2026 |
| RETIREMENT GUYS FORMULA LLC | History | Added to | 9,655 | 1,331 | 0.61% | 0.43% | 528 | +108 | 1.13% | Q4 2025 | Jan 23, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Reduced | 9,641 | 1,329 | 0.06% | 0.11% | 530 | -3,085 | -24.24% | Q4 2025 | Feb 12, 2026 |
| AE Wealth Management LLC | History | Added to | 9,644 | 1,329 | 0.01% | 0.01% | 529 | +614 | 6.8% | Q4 2025 | Jan 26, 2026 |
| SITTNER & NELSON, LLC | History | Added to | 8,466 | 1,324 | 0.47% | 0.39% | 531 | +49 | 0.58% | Q4 2025 | Feb 11, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 9,586 | 1,321 | 0.01% | 0.02% | 532 | -696 | -6.77% | Q4 2025 | Jan 20, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 9,556 | 1,317 | 0.04% | — | 533 | +9,556 | New | Q4 2025 | Feb 13, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 9,557 | 1,317 | 0.02% | 0.02% | 534 | +1,626 | 20.5% | Q4 2025 | Feb 19, 2026 |
| PDS Planning, Inc | History | Added to | 9,525 | 1,313 | 0.09% | 0.08% | 535 | +66 | 0.7% | Q4 2025 | Jan 26, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Reduced | 9,522 | 1,312 | 0.01% | 0.01% | 536 | -96 | -1.0% | Q4 2025 | Feb 06, 2026 |
| Meriwether Wealth & Planning, LLC | History | Reduced | 9,509 | 1,311 | 0.74% | 0.73% | 537 | -312 | -3.18% | Q4 2025 | Jan 14, 2026 |
| OpenArc Corporate Advisory, LLC | History | New | 9,488 | 1,308 | 0.02% | — | 538 | +9,488 | New | Q4 2025 | Feb 13, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | Reduced | 9,441 | 1,301 | 0.04% | 0.04% | 539 | -36 | -0.38% | Q4 2025 | Feb 13, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Added to | 9,425 | 1,299 | 0.06% | 0.06% | 540 | +24 | 0.26% | Q4 2025 | Feb 04, 2026 |
| SHELTON CAPITAL MANAGEMENT | History | Reduced | 9,347 | 1,288 | 0.03% | 0.04% | 541 | -3,745 | -28.61% | Q4 2025 | Feb 17, 2026 |
| Mystic Asset Management, Inc. | History | Reduced | 9,269 | 1,277 | 0.29% | 0.28% | 542 | -300 | -3.14% | Q4 2025 | Jan 28, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Reduced | 9,227 | 1,272 | 0.1% | 0.09% | 543 | -436 | -4.51% | Q4 2025 | Jan 23, 2026 |
| LCNB CORP | History | Reduced | 9,206 | 1,269 | 0.43% | 0.41% | 544 | -25 | -0.27% | Q4 2025 | Feb 10, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | Reduced | 9,159 | 1,262 | 0.04% | 0.04% | 545 | -440 | -4.58% | Q4 2025 | Feb 13, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | Reduced | 9,034 | 1,245 | 0.83% | 0.79% | 546 | -30 | -0.33% | Q4 2025 | Feb 05, 2026 |
| Guardian Partners Inc. | History | Added to | 8,140 | 1,240 | 0.1% | 0.02% | 547 | +6,000 | 280.37% | Q4 2025 | Feb 17, 2026 |
| Cambridge Advisors Inc. | History | No change | 8,975 | 1,237 | 0.24% | 0.22% | 548 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Essex Financial Services, Inc. | History | Added to | 8,921 | 1,229 | 0.07% | 0.07% | 549 | +3 | 0.03% | Q4 2025 | Feb 10, 2026 |
| Beaton Management Co. Inc. | History | No change | 8,873 | 1,223 | 0.54% | 0.52% | 550 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 8,799 | 1,213 | 0.05% | 0.04% | 552 | +1,266 | 16.81% | Q4 2025 | Feb 17, 2026 |
| Valmark Advisers, Inc. | History | Added to | 8,802 | 1,213 | 0.01% | 0.01% | 551 | +77 | 0.88% | Q4 2025 | Jan 26, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 8,797 | 1,212 | 0.04% | 0.04% | 553 | +109 | 1.25% | Q4 2025 | Feb 04, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Reduced | 8,774 | 1,209 | 0.0% | 0.0% | 554 | -278 | -3.07% | Q4 2025 | Feb 13, 2026 |
| Kensington Investment Counsel, LLC | History | No change | 8,747 | 1,205 | 0.49% | 0.46% | 555 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| RD Lewis Holdings, Inc. | History | No change | 7,991 | 1,197 | 1.02% | 0.99% | 556 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Fifth Third Wealth Advisors LLC | History | Added to | 8,675 | 1,195 | 0.04% | 0.04% | 557 | +154 | 1.81% | Q4 2025 | Jan 15, 2026 |
| EASTERN BANK | History | Added to | 8,654 | 1,193 | 0.02% | 0.02% | 558 | +78 | 0.91% | Q4 2025 | Jan 14, 2026 |
| Clarius Group, LLC | History | No change | 8,652 | 1,192 | 0.07% | 0.07% | 559 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| SevenBridge Financial Group, LLC | History | No change | 7,879 | 1,174 | 0.19% | 0.17% | 560 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Versant Capital Management, Inc | History | Added to | 8,514 | 1,173 | 0.15% | 0.13% | 561 | +828 | 10.77% | Q4 2025 | Jan 08, 2026 |
| YANKCOM Partnership | History | Added to | 8,499 | 1,171 | 0.5% | 0.49% | 562 | +90 | 1.07% | Q4 2025 | Jan 20, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 8,441 | 1,163 | 0.0% | 0.0% | 563 | -269 | -3.09% | Q4 2025 | Feb 11, 2026 |
| Stratos Wealth Advisors, LLC | History | No change | 8,421 | 1,161 | 0.06% | 0.05% | 564 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Reduced | 8,376 | 1,154 | 0.02% | 0.03% | 565 | -1,606 | -16.09% | Q4 2025 | Jan 16, 2026 |
| NORTHCAPE WEALTH MANAGEMENT, LLC | History | No change | 8,370 | 1,153 | 0.33% | 0.31% | 566 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Simmons Bank | History | Reduced | 8,313 | 1,146 | 0.08% | 0.07% | 567 | -400 | -4.59% | Q4 2025 | Feb 05, 2026 |
| Independence Bank of Kentucky | History | Added to | 8,235 | 1,135 | 0.14% | 0.13% | 568 | +78 | 0.96% | Q4 2025 | Jan 20, 2026 |
| New Hampshire Trust | History | Reduced | 8,222 | 1,133 | 0.22% | 0.25% | 569 | -1,966 | -19.3% | Q4 2025 | Jan 29, 2026 |
| CHICAGO TRUST Co NA | History | Reduced | 8,214 | 1,132 | 0.18% | 0.15% | 570 | -366 | -4.27% | Q4 2025 | Feb 17, 2026 |
| Keel Point, LLC | History | Added to | 8,081 | 1,114 | 0.07% | 0.06% | 571 | +2 | 0.02% | Q4 2025 | Feb 12, 2026 |
| Belpointe Asset Management LLC | History | Added to | 8,064 | 1,111 | 0.04% | 0.03% | 572 | +1,826 | 29.27% | Q4 2025 | Jan 27, 2026 |
| Fortis Capital Advisors, LLC | History | Added to | 8,064 | 1,111 | 0.16% | 0.13% | 573 | +1,826 | 29.27% | Q4 2025 | Jan 27, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | Added to | 8,042 | 1,109 | 0.01% | 0.01% | 574 | +1,498 | 22.89% | Q4 2025 | Feb 03, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 7,981 | 1,100 | 0.02% | 0.01% | 575 | +336 | 4.4% | Q4 2025 | Feb 09, 2026 |
| Minot DeBlois Advisors LLC | History | Reduced | 7,965 | 1,098 | 0.99% | 0.97% | 576 | -398 | -4.76% | Q4 2025 | Feb 13, 2026 |
| Keystone Financial Services | History | Reduced | 7,908 | 1,090 | 0.33% | 0.32% | 577 | -143 | -1.78% | Q4 2025 | Feb 12, 2026 |
| Five Oceans Advisors | History | No change | 7,908 | 1,090 | 0.39% | 0.37% | 578 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | Reduced | 7,889 | 1,087 | 0.04% | 0.04% | 580 | -731 | -8.48% | Q4 2025 | Feb 12, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Added to | 7,889 | 1,087 | 0.15% | 0.16% | 579 | +5 | 0.06% | Q4 2025 | Jan 23, 2026 |
| Jacobi Capital Management LLC | History | Reduced | 7,859 | 1,083 | 0.06% | 0.06% | 581 | -24 | -0.3% | Q4 2025 | Feb 13, 2026 |
| Independent Advisor Alliance | History | Added to | 7,846 | 1,081 | 0.03% | 0.02% | 582 | +2,463 | 45.76% | Q4 2025 | Feb 04, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 7,840 | 1,080 | 0.01% | 0.01% | 583 | +760 | 10.73% | Q4 2025 | Feb 13, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 7,812 | 1,077 | 0.04% | 0.04% | 584 | -115 | -1.45% | Q4 2025 | Feb 02, 2026 |
| Harbour Trust & Investment Management Co | History | Reduced | 7,719 | 1,064 | 0.11% | 0.11% | 585 | -344 | -4.27% | Q4 2025 | Jan 28, 2026 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | History | Added to | 6,976 | 1,061 | 0.01% | 0.01% | 586 | +425 | 6.49% | Q4 2025 | Jan 28, 2026 |
| MONTAG A & ASSOCIATES INC | History | Reduced | 7,646 | 1,054 | 0.05% | 0.05% | 587 | -4 | -0.05% | Q4 2025 | Feb 02, 2026 |
| Wedmont Private Capital | History | Added to | 7,416 | 1,052 | 0.04% | 0.03% | 588 | +949 | 14.67% | Q4 2025 | Jan 08, 2026 |
| Ruggaard & Associates LLC | History | Added to | 7,635 | 1,052 | 0.41% | 0.35% | 589 | +236 | 3.19% | Q4 2025 | Feb 20, 2026 |
| SAGE RHINO CAPITAL LLC | History | Reduced | 7,620 | 1,050 | 0.2% | 0.2% | 590 | -399 | -4.98% | Q4 2025 | Jan 30, 2026 |
| Portside Wealth Group, LLC | History | Added to | 7,606 | 1,048 | 0.14% | 0.11% | 591 | +1,476 | 24.08% | Q4 2025 | Jan 21, 2026 |
| CASTLEKEEP INVESTMENT ADVISORS LLC | History | Reduced | 7,574 | 1,044 | 0.47% | 0.48% | 592 | -349 | -4.4% | Q4 2025 | Feb 10, 2026 |
| Covenant Partners, LLC | History | No change | 7,542 | 1,039 | 0.3% | 0.27% | 593 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Verition Fund Management LLC | History | New | 7,506 | 1,034 | 0.0% | — | 594 | +7,506 | New | Q4 2025 | Feb 13, 2026 |
| Kennon-Green & Company, LLC | History | Reduced | 7,507 | 1,034 | 0.82% | 0.78% | 595 | -339 | -4.32% | Q4 2025 | Feb 10, 2026 |
| Beverly Hills Private Wealth, LLC | History | Reduced | 7,461 | 1,028 | 0.18% | 0.18% | 596 | -680 | -8.35% | Q4 2025 | Feb 17, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 7,397 | 1,019 | 0.02% | 0.02% | 597 | +1,481 | 25.03% | Q4 2025 | Feb 09, 2026 |
| Applied Finance Capital Management, LLC | History | Reduced | 7,352 | 1,013 | 0.07% | 0.07% | 598 | -211 | -2.79% | Q4 2025 | Feb 05, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 7,301 | 1,006 | 0.06% | 0.06% | 599 | +2,509 | 52.36% | Q4 2025 | Jan 29, 2026 |
| ASSOCIATED BANC-CORP | History | Reduced | 7,286 | 1,004 | 0.03% | 0.02% | 600 | -70 | -0.95% | Q4 2025 | Feb 06, 2026 |
| Arax Advisory Partners | History | Reduced | 7,213 | 994 | 0.03% | 0.01% | 601 | -716 | -9.03% | Q4 2025 | Feb 13, 2026 |
| Sowell Financial Services LLC | History | Added to | 7,216 | 994 | 0.04% | 0.03% | 602 | +645 | 9.82% | Q4 2025 | Jan 21, 2026 |
| TWIN CITY PRIVATE WEALTH, LLC | History | Reduced | 7,203 | 993 | 0.75% | 0.73% | 603 | -133 | -1.81% | Q4 2025 | Feb 13, 2026 |
| RATIONAL ADVISORS, INC. | History | Added to | 7,186 | 990 | 0.1% | 0.05% | 604 | +3,080 | 75.01% | Q4 2025 | Feb 10, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Added to | 7,166 | 987 | 0.0% | 0.0% | 605 | +2,439 | 51.6% | Q4 2025 | Feb 17, 2026 |
| St. Clair Advisors, LLC | History | No change | 7,092 | 977 | 0.25% | 0.24% | 606 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| SouthState Bank Corp | History | Reduced | 7,022 | 968 | 0.04% | 0.04% | 607 | -219 | -3.02% | Q4 2025 | Feb 11, 2026 |
| CENTRAL TRUST Co | History | Reduced | 6,990 | 963 | 0.02% | 0.02% | 608 | -260 | -3.59% | Q4 2025 | Feb 02, 2026 |
| LEE DANNER & BASS INC | History | No change | 6,959 | 959 | 0.07% | 0.06% | 609 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Goldstone Financial Group, LLC | History | Added to | 6,879 | 948 | 0.11% | 0.1% | 610 | +242 | 3.65% | Q4 2025 | Feb 13, 2026 |
| Kimelman & Baird, LLC | History | No change | 6,850 | 944 | 0.07% | 0.07% | 611 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| ROMANO BROTHERS AND COMPANY | History | Reduced | 6,843 | 943 | 0.11% | 0.1% | 612 | -200 | -2.84% | Q4 2025 | Jan 14, 2026 |
| CYPRESS ASSET MANAGEMENT INC/TX | History | Reduced | 6,835 | 942 | 0.21% | 0.2% | 613 | -40 | -0.58% | Q4 2025 | Jan 29, 2026 |
| HUTNER CAPITAL MANAGEMENT INC | History | Added to | 6,832 | 941 | 0.39% | 0.35% | 614 | +399 | 6.2% | Q4 2025 | Feb 17, 2026 |
| Farringdon Capital, Ltd. | History | New | 6,791 | 936 | 0.23% | — | 615 | +6,791 | New | Q4 2025 | Feb 17, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 6,786 | 935 | 0.04% | 0.05% | 616 | -1,186 | -14.88% | Q4 2025 | Feb 17, 2026 |
| StrongBox Wealth, LLC | History | Added to | 6,789 | 935 | 0.31% | 0.26% | 617 | +850 | 14.31% | Q4 2025 | Jan 21, 2026 |
| Gilliland Jeter Wealth Management LLC | History | No change | 6,753 | 931 | 0.28% | 0.27% | 618 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Anchor Investment Management, LLC | History | No change | 6,726 | 927 | 0.08% | 0.07% | 619 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| UMB Bank, n.a. | History | Added to | 6,675 | 920 | 0.01% | 0.01% | 620 | +1,010 | 17.83% | Q4 2025 | Feb 13, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 6,674 | 920 | 0.0% | 0.0% | 621 | -18 | -0.27% | Q4 2025 | Feb 12, 2026 |
| FIRST HORIZON CORP | History | No change | 6,664 | 918 | 0.04% | 0.04% | 622 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Bangor Savings Bank | History | Reduced | 6,645 | 916 | 0.07% | 0.07% | 623 | -256 | -3.71% | Q4 2025 | Jan 16, 2026 |
| HARRELL INVESTMENT PARTNERS, LLC | History | Added to | 6,640 | 915 | 0.22% | 0.2% | 624 | +57 | 0.87% | Q4 2025 | Jan 15, 2026 |
| Financial & Tax Architects, LLC | History | Reduced | 6,602 | 910 | 0.2% | 0.2% | 625 | -353 | -5.08% | Q4 2025 | Jan 21, 2026 |
| FULTON BANK, N.A. | History | Added to | 6,599 | 909 | 0.03% | 0.02% | 626 | +1,213 | 22.52% | Q4 2025 | Jan 08, 2026 |
| MEANS INVESTMENT CO., INC. | History | No change | 6,587 | 908 | 0.08% | 0.07% | 627 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Texas Bank & Trust Co | History | Reduced | 6,583 | 907 | 0.33% | 0.32% | 628 | -20 | -0.3% | Q4 2025 | Feb 06, 2026 |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | History | No change | 5,794 | 906 | 0.13% | 0.11% | 629 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Lantz Financial LLC | History | Reduced | 6,542 | 901 | 0.19% | 0.19% | 630 | -219 | -3.24% | Q4 2025 | Jan 14, 2026 |
| Marotta Asset Management | History | Reduced | 6,494 | 895 | 0.17% | 0.16% | 631 | -78 | -1.19% | Q4 2025 | Jan 07, 2026 |
| Southeast Asset Advisors, LLC | History | No change | 6,491 | 894 | 0.08% | 0.09% | 632 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| JNBA Financial Advisors | History | Reduced | 6,474 | 892 | 0.08% | 0.08% | 633 | -183 | -2.75% | Q4 2025 | Jan 26, 2026 |
| STEPHENS INC /AR/ | History | Added to | 6,452 | 889 | 0.01% | 0.01% | 634 | +395 | 6.52% | Q4 2025 | Feb 05, 2026 |
| Joel Isaacson & Co., LLC | History | Added to | 6,442 | 888 | 0.03% | 0.03% | 635 | +785 | 13.88% | Q4 2025 | Jan 30, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 6,415 | 884 | 0.01% | 0.01% | 637 | -479 | -6.95% | Q4 2025 | Feb 11, 2026 |
| NEVILLE RODIE & SHAW INC | History | No change | 6,410 | 884 | 0.06% | 0.06% | 636 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| SYKON CAPITAL LLC | History | No change | 6,403 | 882 | 0.28% | 0.27% | 638 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Mezzasalma Advisors, LLC | History | Added to | 6,361 | 881 | 0.21% | 0.2% | 640 | +325 | 5.38% | Q4 2025 | Jan 21, 2026 |
| ST GERMAIN D J CO INC | History | Added to | 6,392 | 881 | 0.03% | 0.03% | 639 | +200 | 3.23% | Q4 2025 | Jan 29, 2026 |
| Gallacher Capital Management LLC | History | No change | 6,377 | 879 | 0.34% | 0.32% | 641 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Avior Wealth Management, LLC | History | Added to | 6,370 | 878 | 0.03% | 0.03% | 642 | +8 | 0.13% | Q4 2025 | Jan 06, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 6,321 | 872 | 0.04% | 0.04% | 643 | -901 | -12.48% | Q4 2025 | Feb 13, 2026 |
| Mraz, Amerine & Associates, Inc. | History | No change | 6,298 | 868 | 0.13% | 0.13% | 644 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 6,286 | 866 | 0.08% | 0.07% | 645 | +206 | 3.39% | Q4 2025 | Jan 26, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 6,256 | 862 | 0.01% | 0.0% | 646 | +2,721 | 76.97% | Q4 2025 | Feb 13, 2026 |
| Ariadne Wealth Management, LP | History | Reduced | 5,319 | 857 | 0.35% | 0.34% | 649 | -371 | -6.52% | Q4 2025 | Feb 13, 2026 |
| NORTH STAR ASSET MANAGEMENT INC | History | Added to | 6,221 | 857 | 0.03% | 0.03% | 647 | +169 | 2.79% | Q4 2025 | Feb 09, 2026 |
| MOTCO | History | Reduced | 6,219 | 857 | 0.08% | 0.07% | 648 | -169 | -2.65% | Q4 2025 | Feb 06, 2026 |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | History | New | 6,200 | 854 | 0.13% | — | 650 | +6,200 | New | Q4 2025 | Feb 11, 2026 |
| Investment Research Partners LLC | History | Added to | 6,195 | 854 | 0.37% | 0.34% | 651 | +76 | 1.24% | Q4 2025 | Feb 12, 2026 |
| SCHULHOFF & CO INC | History | Reduced | 6,050 | 834 | 0.35% | 0.33% | 652 | -7 | -0.12% | Q4 2025 | Feb 11, 2026 |
| Heritage Wealth Management, Inc. | History | No change | 6,045 | 833 | 0.23% | 0.23% | 653 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| JEPPSON WEALTH MANAGEMENT, LLC | History | No change | 6,038 | 832 | 0.26% | 0.25% | 654 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Peoples Bank/KS | History | Reduced | 6,030 | 831 | 0.84% | 0.8% | 655 | -230 | -3.67% | Q4 2025 | Jan 08, 2026 |
| KENNEDY INVESTMENT GROUP | History | No change | 5,978 | 824 | 0.31% | 0.3% | 656 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| SEEDS INVESTOR LLC | History | Added to | 5,970 | 823 | 0.16% | 0.15% | 657 | +423 | 7.63% | Q4 2025 | Jan 27, 2026 |
| Cypress Capital Group | History | Added to | 5,966 | 822 | 0.09% | 0.09% | 658 | +210 | 3.65% | Q4 2025 | Feb 11, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | Added to | 5,906 | 814 | 0.05% | 0.05% | 659 | +13 | 0.22% | Q4 2025 | Jan 20, 2026 |
| Brucke Financial, Inc. | History | Added to | 5,871 | 809 | 0.44% | 0.37% | 660 | +819 | 16.21% | Q4 2025 | Jan 12, 2026 |
| Bradyco, Inc. | History | No change | 5,841 | 805 | 1.0% | 0.85% | 661 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Reduced | 5,815 | 803 | 0.0% | 0.0% | 662 | -425 | -6.81% | Q4 2025 | Feb 17, 2026 |
| GATEWAY INVESTMENT ADVISERS LLC | History | Added to | 5,821 | 802 | 0.01% | 0.01% | 663 | +53 | 0.92% | Q4 2025 | Feb 03, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 5,784 | 797 | 0.04% | 0.04% | 665 | +167 | 2.97% | Q4 2025 | Mar 04, 2026 |
| NTV ASSET MANAGEMENT LLC | History | No change | 5,784 | 797 | 0.08% | 0.08% | 664 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Steadtrust LLC | History | No change | 5,742 | 791 | 0.49% | 0.5% | 666 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Calydon Capital | History | Reduced | 5,727 | 789 | 0.13% | 0.13% | 668 | -593 | -9.38% | Q4 2025 | Feb 17, 2026 |
| Radnor Capital Management, LLC | History | No change | 5,725 | 789 | 0.12% | 0.11% | 667 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Arvest Bank Trust Division | History | Reduced | 5,722 | 788 | 0.04% | 0.04% | 669 | -235 | -3.94% | Q4 2025 | Feb 09, 2026 |
| CFO4Life Group, LLC | History | Added to | 5,709 | 787 | 0.11% | 0.11% | 670 | +12 | 0.21% | Q4 2025 | Feb 06, 2026 |
| Larry Mathis Financial Planning, LLC | History | New | 5,707 | 786 | 0.69% | — | 671 | +5,707 | New | Q4 2025 | Mar 11, 2026 |
| Banco de Sabadell, S.A | History | Reduced | 5,670 | 781 | 0.51% | 0.48% | 672 | -50 | -0.87% | Q4 2025 | Feb 09, 2026 |
| Diversified Trust Co | History | Reduced | 5,655 | 779 | 0.01% | 0.01% | 673 | -28 | -0.49% | Q4 2025 | Jan 09, 2026 |
| New Republic Capital, LLC | History | Added to | 5,629 | 776 | 0.21% | 0.09% | 674 | +3,289 | 140.56% | Q4 2025 | Feb 10, 2026 |
| Blue Trust, Inc. | History | Added to | 5,610 | 773 | 0.01% | 0.01% | 676 | +847 | 17.78% | Q4 2025 | Jan 16, 2026 |
| Penbrook Management LLC | History | No change | 5,610 | 773 | 0.53% | 0.5% | 675 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| CVA Family Office, LLC | History | No change | 5,542 | 764 | 0.09% | 0.09% | 677 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | Added to | 5,516 | 760 | 0.36% | 0.3% | 678 | +600 | 12.21% | Q4 2025 | Feb 12, 2026 |
| Altus Wealth Group LLC | History | Added to | 5,498 | 758 | 0.3% | 0.26% | 679 | +474 | 9.43% | Q4 2025 | Feb 13, 2026 |
| Trust Point Inc. | History | No change | 5,496 | 757 | 0.06% | 0.06% | 680 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| XML Financial, LLC | History | Reduced | 5,486 | 756 | 0.06% | 0.06% | 681 | -725 | -11.67% | Q4 2025 | Feb 11, 2026 |
| Diesslin Group, Inc. | History | New | 5,434 | 749 | 0.3% | — | 682 | +5,434 | New | Q4 2025 | Feb 25, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Reduced | 5,404 | 745 | 0.0% | 0.14% | 683 | -858,229 | -99.37% | Q4 2025 | Feb 17, 2026 |
| MB, LEVIS & ASSOCIATES, LLC | History | No change | 5,410 | 745 | 0.31% | 0.3% | 684 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Modera Wealth Management, LLC | History | Added to | 5,398 | 744 | 0.01% | 0.01% | 685 | +141 | 2.68% | Q4 2025 | Jan 21, 2026 |
| Mondrian Investment Partners LTD | History | Reduced | 5,390 | 743 | 0.01% | 0.01% | 686 | -334 | -5.84% | Q4 2025 | Feb 09, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 5,383 | 742 | 0.06% | 0.05% | 687 | +796 | 17.35% | Q4 2025 | Feb 13, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Added to | 5,366 | 739 | 0.02% | 0.01% | 688 | +2,228 | 71.0% | Q4 2025 | Feb 18, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | No change | 5,337 | 735 | 0.02% | 0.02% | 689 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Circle Wealth Management, LLC | History | Reduced | 5,330 | 734 | 0.01% | 0.01% | 690 | -90 | -1.66% | Q4 2025 | Feb 13, 2026 |
| Kennebec Savings Bank | History | Added to | 5,316 | 732 | 0.63% | 0.6% | 691 | +218 | 4.28% | Q4 2025 | Jan 22, 2026 |
| E&G Advisors, LP | History | Reduced | 5,281 | 728 | 0.16% | 0.16% | 692 | -100 | -1.86% | Q4 2025 | Jan 23, 2026 |
| Cordatus Wealth Management LLC | History | Reduced | 5,274 | 727 | 0.17% | 0.17% | 693 | -216 | -3.93% | Q4 2025 | Jan 26, 2026 |
| Forza Wealth Management, LLC | History | Reduced | 5,274 | 727 | 0.26% | 0.26% | 694 | -75 | -1.4% | Q4 2025 | Feb 02, 2026 |
| Alhambra Investment Management LLC | History | Added to | 5,258 | 724 | 0.34% | 0.32% | 695 | +6 | 0.11% | Q4 2025 | Jan 15, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Added to | 5,233 | 721 | 0.05% | 0.05% | 696 | +163 | 3.21% | Q4 2025 | Feb 12, 2026 |
| Allianz Asset Management GmbH | History | Added to | 5,200 | 716 | 0.0% | 0.0% | 697 | +900 | 20.93% | Q4 2025 | Feb 11, 2026 |
| Leonard Rickey Investment Advisors P.L.L.C. | History | Added to | 5,173 | 713 | 0.13% | 0.12% | 698 | +407 | 8.54% | Q4 2025 | Jan 14, 2026 |
| Heritage Family Offices, LLP | History | Reduced | 5,152 | 710 | 0.32% | 0.34% | 699 | -617 | -10.7% | Q4 2025 | Jan 12, 2026 |
| CHILTON INVESTMENT CO INC. | History | No change | 5,147 | 709 | 0.01% | 0.01% | 700 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 5,134 | 708 | 0.02% | 0.02% | 701 | +260 | 5.33% | Q4 2025 | Feb 12, 2026 |
| Simplicity Wealth,LLC | History | Added to | 5,137 | 708 | 0.04% | 0.04% | 702 | +145 | 2.9% | Q4 2025 | Jan 30, 2026 |
| Cannell & Spears LLC | History | Added to | 5,108 | 704 | 0.01% | 0.01% | 703 | +1,500 | 41.57% | Q4 2025 | Feb 17, 2026 |
| Sigma Planning Corp | History | Reduced | 5,097 | 702 | 0.02% | 0.04% | 704 | -6,071 | -54.36% | Q4 2025 | Jan 30, 2026 |
| Freestone Capital Holdings, LLC | History | Added to | 5,097 | 702 | 0.02% | 0.01% | 705 | +1,834 | 56.21% | Q4 2025 | Jan 23, 2026 |
| O'Brien Greene & Co. Inc | History | No change | 5,081 | 700 | 0.21% | 0.2% | 706 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| SPWM Advisors LLC | History | New | 5,075 | 699 | 0.66% | — | 708 | +5,075 | New | Q4 2025 | Feb 17, 2026 |
| Nilsine Partners, LLC | History | Added to | 5,071 | 699 | 0.06% | 0.06% | 707 | +107 | 2.16% | Q4 2025 | Jan 15, 2026 |
| Capital Analysts, LLC | History | No change | 5,063 | 698 | 0.02% | 0.02% | 709 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Regal Investment Advisors LLC | History | New | 5,050 | 696 | 0.04% | — | 710 | +5,050 | New | Q4 2025 | Feb 17, 2026 |
| Net Worth Advisory Group | History | Reduced | 5,039 | 694 | 0.14% | 0.24% | 711 | -1,570 | -23.76% | Q4 2025 | Jan 14, 2026 |
| Payne Capital LLC | History | No change | 5,000 | 689 | 0.7% | 0.65% | 712 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| REXFORD CAPITAL INC | History | No change | 4,994 | 688 | 0.52% | 0.49% | 713 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 4,982 | 686 | 0.02% | 0.02% | 714 | -1,176 | -19.1% | Q4 2025 | Feb 09, 2026 |
| Drucker Wealth 3.0, LLC | History | Reduced | 4,977 | 686 | 0.12% | 0.11% | 715 | -29 | -0.58% | Q4 2025 | Feb 03, 2026 |
| HBK Sorce Advisory LLC | History | Added to | 4,362 | 682 | 0.02% | 0.01% | 716 | +924 | 26.88% | Q4 2025 | Feb 09, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | Reduced | 4,950 | 682 | 0.03% | 0.03% | 717 | -85 | -1.69% | Q4 2025 | Jan 16, 2026 |
| BEDDOW CAPITAL MANAGEMENT INC | History | Added to | 4,940 | 681 | 0.26% | 0.21% | 718 | +490 | 11.01% | Q4 2025 | Feb 11, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 4,936 | 680 | 0.01% | 0.01% | 719 | +46 | 0.94% | Q4 2025 | Feb 02, 2026 |
| BURNS J W & CO INC/NY | History | Reduced | 4,918 | 678 | 0.08% | 0.08% | 720 | -300 | -5.75% | Q4 2025 | Jan 12, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 4,922 | 678 | 0.04% | 0.04% | 721 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| BXM Wealth LLC | History | Added to | 42,817 | 676 | 0.52% | 0.63% | 722 | +37,639 | 726.9% | Q4 2025 | Jan 20, 2026 |
| One Wealth Advisors, LLC | History | Added to | 4,896 | 675 | 0.08% | 0.08% | 723 | +4 | 0.08% | Q4 2025 | Feb 02, 2026 |
| THORNBURG INVESTMENT MANAGEMENT INC | History | No change | 4,889 | 674 | 0.01% | 0.01% | 724 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 4,875 | 672 | 0.03% | 0.03% | 725 | +1,604 | 49.04% | Q4 2025 | Feb 04, 2026 |
| ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC | History | Added to | 4,871 | 671 | 0.2% | 0.15% | 726 | +776 | 18.95% | Q4 2025 | Feb 11, 2026 |
| FIRST AMERICAN TRUST, FSB | History | Added to | 4,858 | 669 | 0.05% | 0.05% | 727 | +2 | 0.04% | Q4 2025 | Feb 11, 2026 |
| Cascade Financial Partners, LLC | History | Reduced | 4,833 | 666 | 0.07% | 0.07% | 728 | -100 | -2.03% | Q4 2025 | Feb 06, 2026 |
| CX Institutional | History | Reduced | 4,812 | 663 | 0.02% | 0.04% | 729 | -5,484 | -53.26% | Q4 2025 | Feb 02, 2026 |
| Essex Bank | History | Added to | 4,812 | 663 | 0.14% | 0.13% | 730 | +201 | 4.36% | Q4 2025 | Feb 02, 2026 |
| Frec Markets, Inc. | History | New | 4,807 | 662 | 0.19% | — | 732 | +4,807 | New | Q4 2025 | Feb 17, 2026 |
| Stokes Family Office, LLC | History | New | 4,805 | 662 | 0.06% | — | 731 | +4,805 | New | Q4 2025 | Feb 18, 2026 |
| Principle Wealth Partners LLC | History | Reduced | 4,800 | 661 | 0.04% | 0.04% | 733 | -22 | -0.46% | Q4 2025 | Feb 06, 2026 |
| Valley Brook Capital Group, Inc. | History | Reduced | 4,767 | 657 | 0.43% | 0.43% | 734 | -192 | -3.87% | Q4 2025 | Jan 23, 2026 |
| Cadence Bank | History | Reduced | 4,749 | 654 | 0.04% | 0.04% | 735 | -362 | -7.08% | Q4 2025 | Jan 30, 2026 |
| IHT Wealth Management, LLC | History | Added to | 4,737 | 653 | 0.02% | 0.01% | 736 | +245 | 5.45% | Q4 2025 | Feb 17, 2026 |
| Rossmore Private Capital | History | Added to | 4,727 | 651 | 0.06% | 0.06% | 737 | +100 | 2.16% | Q4 2025 | Feb 05, 2026 |
| NATURAL INVESTMENTS, LLC | History | Added to | 4,702 | 648 | 0.16% | 0.13% | 738 | +692 | 17.26% | Q4 2025 | Jan 23, 2026 |
| CULLINAN ASSOCIATES INC | History | No change | 4,700 | 647 | 0.04% | 0.04% | 739 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Bedel Financial Consulting, Inc. | History | No change | 4,695 | 647 | 0.07% | 0.08% | 740 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Dakota Wealth Management | History | Added to | 4,690 | 646 | 0.01% | 0.01% | 741 | +214 | 4.78% | Q4 2025 | Jan 13, 2026 |
| Icon Wealth Advisors, LLC | History | Added to | 4,668 | 643 | 0.04% | 0.04% | 742 | +222 | 4.99% | Q4 2025 | Feb 13, 2026 |
| VISIONARY HORIZONS, LLC | History | Reduced | 4,670 | 643 | 0.33% | 0.35% | 743 | -160 | -3.31% | Q4 2025 | Jan 23, 2026 |
| Calamos Wealth Management LLC | History | Added to | 4,646 | 640 | 0.02% | 0.02% | 744 | +24 | 0.52% | Q4 2025 | Jan 29, 2026 |
| HUB Investment Partners, LLC | History | Added to | 4,641 | 639 | 0.02% | 0.02% | 747 | +875 | 23.23% | Q4 2025 | Feb 17, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Added to | 4,638 | 639 | 0.02% | 0.01% | 745 | +287 | 6.6% | Q4 2025 | Feb 03, 2026 |
| Resonant Capital Advisors, LLC | History | Added to | 4,640 | 639 | 0.04% | 0.03% | 746 | +54 | 1.18% | Q4 2025 | Jan 29, 2026 |
| SYON CAPITAL LLC | History | Added to | 4,631 | 638 | 0.03% | 0.03% | 748 | +285 | 6.56% | Q4 2025 | Feb 11, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Reduced | 4,619 | 636 | 0.01% | 0.01% | 749 | -11 | -0.24% | Q4 2025 | Feb 05, 2026 |
| Jefferies Financial Group Inc. | History | New | 4,606 | 635 | 0.0% | — | 750 | +4,606 | New | Q4 2025 | Feb 09, 2026 |
| RNC CAPITAL MANAGEMENT LLC | History | Added to | 4,598 | 633 | 0.03% | 0.03% | 751 | +162 | 3.65% | Q4 2025 | Feb 03, 2026 |
| Revisor Wealth Management LLC | History | Added to | 4,457 | 631 | 0.17% | 0.11% | 752 | +2,118 | 90.55% | Q4 2025 | Jan 27, 2026 |
| EFG International AG | History | New | 4,573 | 630 | 0.01% | — | 754 | +4,573 | New | Q4 2025 | Feb 17, 2026 |
| ALLEN WEALTH MANAGEMENT, LLC | History | Added to | 4,570 | 630 | 0.38% | 0.36% | 753 | +400 | 9.59% | Q4 2025 | Jan 23, 2026 |
| South Shore Capital Advisors | History | New | 4,565 | 629 | 0.46% | — | 755 | +4,565 | New | Q4 2025 | Jan 21, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 4,555 | 627 | 0.0% | 0.0% | 756 | -1,549 | -25.38% | Q4 2025 | Feb 12, 2026 |
| WASHINGTON TRUST Co | History | Reduced | 4,543 | 626 | 0.02% | 0.02% | 757 | -38 | -0.83% | Q4 2025 | Feb 10, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | New | 4,532 | 624 | 0.07% | — | 758 | +4,532 | New | Q4 2025 | Feb 13, 2026 |
| Summit Financial, LLC | History | Reduced | 4,507 | 621 | 0.01% | 0.01% | 759 | -27 | -0.6% | Q4 2025 | Feb 13, 2026 |
| LIBERTY ONE INVESTMENT MANAGEMENT, LLC | History | Reduced | 4,491 | 619 | 0.08% | 0.05% | 760 | -2,331 | -34.17% | Q4 2025 | Feb 13, 2026 |
| Stablepoint Partners, LLC | History | Reduced | 4,491 | 619 | 0.1% | 0.09% | 762 | -81 | -1.77% | Q4 2025 | Jan 13, 2026 |
| Cyndeo Wealth Partners, LLC | History | Added to | 4,491 | 619 | 0.03% | 0.03% | 761 | +10 | 0.22% | Q4 2025 | Jan 07, 2026 |
| OARSMAN CAPITAL, INC. | History | Reduced | 4,430 | 610 | 0.08% | 0.09% | 764 | -349 | -7.3% | Q4 2025 | Feb 13, 2026 |
| Clear Harbor Asset Management, LLC | History | No change | 4,428 | 610 | 0.04% | 0.04% | 763 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Monument Capital Management | History | Added to | 4,386 | 604 | 0.15% | 0.12% | 766 | +608 | 16.09% | Q4 2025 | Jan 26, 2026 |
| MARINO, STRAM & ASSOCIATES LLC | History | Reduced | 4,383 | 604 | 0.11% | 0.1% | 765 | -18 | -0.41% | Q4 2025 | Jan 16, 2026 |
| Sage Mountain Advisors LLC | History | Added to | 4,386 | 604 | 0.03% | 0.03% | 767 | +8 | 0.18% | Q4 2025 | Jan 23, 2026 |
| AlTi Global, Inc. | History | Added to | 4,381 | 604 | 0.01% | 0.01% | 768 | +2 | 0.05% | Q4 2025 | Feb 13, 2026 |
| Mill Capital Management, LLC | History | No change | 4,388 | 604 | 0.04% | 0.04% | 769 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| NBC SECURITIES, INC. | History | Added to | 4,359 | 600 | 0.04% | 0.04% | 770 | +252 | 6.14% | Q4 2025 | Jan 29, 2026 |
| Violich Capital Management, Inc. | History | No change | 4,347 | 599 | 0.07% | 0.07% | 771 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Curbstone Financial Management Corp | History | No change | 4,344 | 598 | 0.11% | 0.11% | 772 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| REGATTA CAPITAL GROUP, LLC | History | Reduced | 4,326 | 596 | 0.09% | 0.09% | 773 | -59 | -1.35% | Q4 2025 | Jan 13, 2026 |
| First City Capital Management, Inc. | History | Reduced | 4,320 | 595 | 0.31% | 0.31% | 774 | -100 | -2.26% | Q4 2025 | Jan 14, 2026 |
| Aureus Asset Management, LLC | History | Added to | 4,312 | 594 | 0.04% | 0.03% | 775 | +499 | 13.09% | Q4 2025 | Feb 17, 2026 |
| Greenspring Advisors, LLC | History | New | 4,296 | 592 | 0.04% | — | 777 | +4,296 | New | Q4 2025 | Feb 10, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 4,296 | 592 | 0.06% | 0.07% | 776 | -54 | -1.24% | Q4 2025 | Feb 13, 2026 |
| Pinnacle West Asset Management, Inc. | History | Reduced | 4,270 | 589 | 0.38% | 0.36% | 778 | -100 | -2.29% | Q4 2025 | Feb 10, 2026 |
| GF FUND MANAGEMENT CO. LTD. | History | Added to | 4,272 | 588 | 0.01% | 0.01% | 779 | +1,730 | 68.06% | Q4 2025 | Jan 27, 2026 |
| CAMBIENT FAMILY OFFICE, LLC | History | New | 4,264 | 587 | 0.08% | — | 780 | +4,264 | New | Q4 2025 | Feb 20, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 4,229 | 583 | 0.01% | 0.01% | 781 | -1,205 | -22.18% | Q4 2025 | Feb 10, 2026 |
| Tranquilli Financial Advisor LLC | History | Reduced | 4,231 | 583 | 0.34% | 0.33% | 782 | -70 | -1.63% | Q4 2025 | Jan 27, 2026 |
| PFG Investments, LLC | History | Added to | 4,199 | 578 | 0.03% | 0.02% | 783 | +1,131 | 36.86% | Q4 2025 | Jan 26, 2026 |
| TRED AVON FAMILY WEALTH, LLC | History | Added to | 4,188 | 577 | 0.19% | 0.15% | 784 | +680 | 19.38% | Q4 2025 | Jan 27, 2026 |
| Mutual Advisors, LLC | History | Added to | 4,136 | 570 | 0.01% | 0.01% | 786 | +168 | 4.23% | Q4 2025 | Feb 02, 2026 |
| Klingman & Associates, LLC | History | Added to | 4,139 | 570 | 0.03% | 0.03% | 785 | +149 | 3.73% | Q4 2025 | Jan 29, 2026 |
| D'Orazio & Associates, Inc. | History | Added to | 4,128 | 569 | 0.07% | 0.07% | 787 | +150 | 3.77% | Q4 2025 | Feb 04, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 4,127 | 568 | 0.06% | 0.06% | 788 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Cromwell Holdings LLC | History | No change | 4,117 | 567 | 0.31% | 0.28% | 789 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Opal Wealth Advisors, LLC | History | Added to | 4,112 | 566 | 0.15% | 0.13% | 790 | +381 | 10.21% | Q4 2025 | Jan 26, 2026 |
| Texas Yale Capital Corp. | History | Added to | 4,092 | 564 | 0.02% | 0.01% | 791 | +580 | 16.51% | Q4 2025 | Feb 10, 2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | History | Reduced | 4,081 | 562 | 0.14% | 0.12% | 792 | -38 | -0.92% | Q4 2025 | Jan 08, 2026 |
| Argyle Capital Partners, LLC | History | No change | 4,061 | 559 | 0.41% | 0.37% | 793 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| S.A. Mason LLC | History | No change | 4,040 | 556 | 0.22% | 0.23% | 794 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| PATTON ALBERTSON MILLER GROUP, LLC | History | Reduced | 4,023 | 554 | 0.07% | 0.07% | 795 | -236 | -5.54% | Q4 2025 | Feb 03, 2026 |
| Crestwood Advisors Group, LLC | History | Added to | 3,979 | 548 | 0.01% | 0.01% | 796 | +1,040 | 35.39% | Q4 2025 | Feb 03, 2026 |
| INVESTED ADVISORS | History | Added to | 3,974 | 547 | 0.57% | 0.56% | 797 | +128 | 3.33% | Q4 2025 | Jan 26, 2026 |
| SEVEN MILE ADVISORY | History | Reduced | 3,962 | 546 | 0.09% | 0.1% | 798 | -741 | -15.76% | Q4 2025 | Feb 13, 2026 |
| Interchange Capital Partners, LLC | History | Reduced | 3,950 | 544 | 0.1% | 0.1% | 799 | -104 | -2.57% | Q4 2025 | Jan 30, 2026 |
| Aspen Wealth Management LLC | History | Reduced | 3,941 | 543 | 0.11% | 0.14% | 802 | -1,034 | -20.78% | Q4 2025 | Jan 05, 2026 |
| BURKE & HERBERT BANK & TRUST CO | History | Added to | 3,944 | 543 | 0.15% | 0.1% | 800 | +290 | 7.94% | Q4 2025 | Feb 12, 2026 |
| Strategic Investment Advisors / MI | History | Reduced | 3,940 | 543 | 0.05% | 0.05% | 801 | -81 | -2.01% | Q4 2025 | Feb 17, 2026 |
| Hemenway Trust Co LLC | History | Reduced | 3,930 | 541 | 0.04% | 0.04% | 803 | -180 | -4.38% | Q4 2025 | Feb 03, 2026 |
| Twin Lakes Capital Management, LLC | History | No change | 3,905 | 538 | 0.24% | 0.23% | 804 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Summit Trail Advisors, LLC | History | Reduced | 3,888 | 535 | 0.01% | 0.01% | 806 | -3,169 | -44.91% | Q4 2025 | Feb 17, 2026 |
| YHB Investment Advisors, Inc. | History | Reduced | 3,883 | 535 | 0.04% | 0.04% | 805 | -60 | -1.52% | Q4 2025 | Jan 16, 2026 |
| UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO | History | Reduced | 3,871 | 533 | 0.08% | 0.11% | 807 | -2,295 | -37.22% | Q4 2025 | Feb 17, 2026 |
| Intellectus Partners, LLC | History | Reduced | 3,859 | 532 | 0.1% | 0.11% | 808 | -679 | -14.96% | Q4 2025 | Feb 10, 2026 |
| Optas, LLC | History | Reduced | 3,839 | 529 | 0.08% | 0.08% | 809 | -3 | -0.08% | Q4 2025 | Jan 27, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 3,823 | 527 | 0.02% | 0.02% | 810 | +622 | 19.43% | Q4 2025 | Feb 06, 2026 |
| RiverFront Investment Group, LLC | History | Added to | 3,816 | 526 | 0.01% | 0.01% | 811 | +18 | 0.47% | Q4 2025 | Feb 05, 2026 |
| Aspen Investment Management Inc | History | New | 3,790 | 523 | 0.16% | — | 812 | +3,790 | New | Q4 2025 | Feb 06, 2026 |
| Hollow Brook Wealth Management LLC | History | No change | 3,788 | 522 | 0.14% | 0.11% | 813 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| EVOKE WEALTH, LLC | History | Added to | 3,785 | 521 | 0.01% | 0.01% | 814 | +1,002 | 36.0% | Q4 2025 | Feb 06, 2026 |
| Verity & Verity, LLC | History | No change | 3,778 | 520 | 0.04% | 0.04% | 815 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Diversify Advisory Services, LLC | History | Reduced | 3,602 | 519 | 0.02% | 0.02% | 818 | -1,590 | -30.62% | Q4 2025 | Jan 23, 2026 |
| Aull & Monroe Investment Management Corp | History | No change | 3,771 | 519 | 0.26% | 0.25% | 816 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Veracity Capital LLC | History | No change | 3,766 | 519 | 0.15% | 0.15% | 817 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| ALTFEST L J & CO INC | History | No change | 3,758 | 518 | 0.06% | 0.05% | 819 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| DAVIDSON TRUST CO | History | Reduced | 3,737 | 515 | 0.21% | 0.23% | 820 | -673 | -15.26% | Q4 2025 | Jan 27, 2026 |
| ACORN CREEK CAPITAL LLC | History | Added to | 3,727 | 513 | 0.18% | 0.18% | 821 | +45 | 1.22% | Q4 2025 | Feb 02, 2026 |
| GC Wealth Management RIA, LLC | History | Reduced | 3,715 | 512 | 0.02% | 0.02% | 822 | -1,240 | -25.03% | Q4 2025 | Jan 30, 2026 |
| Roxbury Financial LLC | History | No change | 3,717 | 512 | 0.46% | 0.44% | 823 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Reduced | 3,712 | 511 | 0.04% | 0.04% | 824 | -100 | -2.62% | Q4 2025 | Feb 02, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Reduced | 3,677 | 506 | 0.07% | 0.08% | 825 | -172 | -4.47% | Q4 2025 | Jan 12, 2026 |
| Cohen Investment Advisors LLC | History | Reduced | 3,654 | 503 | 0.23% | 0.23% | 827 | -58 | -1.56% | Q4 2025 | Jan 15, 2026 |
| Composition Wealth, LLC | History | Added to | 3,651 | 503 | 0.01% | 0.01% | 826 | +32 | 0.88% | Q4 2025 | Feb 02, 2026 |
| Institute for Wealth Management, LLC. | History | Reduced | 3,631 | 500 | 0.05% | 0.05% | 828 | -67 | -1.81% | Q4 2025 | Jan 27, 2026 |
| Arete Wealth Advisors, LLC | History | Reduced | 3,601 | 496 | 0.03% | 0.03% | 829 | -13 | -0.36% | Q4 2025 | Feb 13, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 3,589 | 494 | 0.0% | 0.0% | 830 | -116 | -3.13% | Q4 2025 | Feb 12, 2026 |
| WEALTH ALLIANCE, LLC | History | Reduced | 3,562 | 491 | 0.05% | 0.05% | 831 | -61 | -1.68% | Q4 2025 | Feb 13, 2026 |
| Haven Private, LLC | History | Added to | 3,549 | 489 | 0.21% | 0.19% | 832 | +150 | 4.41% | Q4 2025 | Feb 12, 2026 |
| XPONANCE LLC | History | Added to | 3,546 | 488 | 0.0% | 0.0% | 833 | +367 | 11.54% | Q4 2025 | Feb 12, 2026 |
| Community Financial Services Group, LLC | History | Reduced | 3,525 | 485 | 0.09% | 0.09% | 834 | -371 | -9.52% | Q4 2025 | Jan 15, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 3,500 | 482 | 0.01% | 0.01% | 837 | +955 | 37.52% | Q4 2025 | Feb 13, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 3,503 | 482 | 0.0% | 0.0% | 835 | -326 | -8.51% | Q4 2025 | Feb 17, 2026 |
| Newman Dignan & Sheerar, Inc. | History | No change | 3,499 | 482 | 0.1% | 0.1% | 836 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Crew Capital Management, Ltd | History | No change | 3,499 | 482 | 0.3% | 0.3% | 838 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Latitude Advisors, LLC | History | No change | 3,498 | 482 | 0.21% | 0.2% | 839 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Cherokee Insurance Co | History | No change | 3,500 | 482 | 0.2% | 0.19% | 840 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Sovran Advisors, LLC | History | Reduced | 3,362 | 481 | 0.04% | 0.04% | 841 | -70 | -2.04% | Q4 2025 | Jan 20, 2026 |
| Legacy Capital Group California, Inc. | History | Added to | 3,488 | 480 | 0.12% | 0.1% | 842 | +299 | 9.38% | Q4 2025 | Jan 28, 2026 |
| Intergy Private Wealth, LLC | History | Added to | 3,476 | 479 | 0.14% | 0.13% | 843 | +135 | 4.04% | Q4 2025 | Jan 22, 2026 |
| Canopy Partners, LLC | History | Added to | 3,479 | 479 | 0.16% | 0.14% | 844 | +126 | 3.76% | Q4 2025 | Feb 12, 2026 |
| JACKSON SQUARE CAPITAL, LLC | History | Reduced | 3,469 | 478 | 0.09% | 0.19% | 845 | -3,255 | -48.41% | Q4 2025 | Jan 21, 2026 |
| ARVEST INVESTMENTS, INC. | History | Reduced | 3,462 | 477 | 0.07% | 0.07% | 846 | -289 | -7.7% | Q4 2025 | Jan 20, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Added to | 3,466 | 477 | 0.01% | 0.01% | 847 | +86 | 2.54% | Q4 2025 | Feb 13, 2026 |
| Severin Investments, LLC | History | Added to | 3,450 | 475 | 0.42% | 0.31% | 848 | +721 | 26.42% | Q4 2025 | Feb 09, 2026 |
| Cetera Trust Company, N.A | History | Reduced | 3,452 | 475 | 0.25% | 0.25% | 850 | -100 | -2.82% | Q4 2025 | Feb 13, 2026 |
| CoreFirst Bank & Trust | History | Reduced | 3,450 | 475 | 0.26% | 0.24% | 849 | -10 | -0.29% | Q4 2025 | Feb 11, 2026 |
| Heck Capital Advisors, LLC | History | Added to | 3,436 | 473 | 0.04% | 0.03% | 852 | +30 | 0.88% | Q4 2025 | Jan 16, 2026 |
| Southland Equity Partners LLC | History | Added to | 3,436 | 473 | 0.09% | 0.09% | 851 | +20 | 0.59% | Q4 2025 | Jan 14, 2026 |
| Virtu Financial LLC | History | New | 3,424 | 472 | 0.02% | — | 853 | +3,424 | New | Q4 2025 | Feb 23, 2026 |
| NWAM LLC | History | Reduced | 3,225 | 470 | 0.03% | 0.02% | 855 | -177 | -5.2% | Q4 2025 | Feb 04, 2026 |
| SVB WEALTH LLC | History | Reduced | 3,410 | 470 | 0.03% | 0.02% | 854 | -100 | -2.85% | Q4 2025 | Feb 04, 2026 |
| Three Seasons Wealth, LLC | History | No change | 3,400 | 468 | 0.04% | 0.04% | 856 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| MITCHELL SINKLER & STARR/PA | History | Added to | 3,393 | 467 | 0.21% | 0.19% | 857 | +50 | 1.5% | Q4 2025 | Feb 11, 2026 |
| Smith Salley Wealth Management | History | No change | 3,392 | 467 | 0.02% | 0.02% | 858 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Round Hill Asset Management | History | No change | 3,392 | 467 | 0.29% | 0.29% | 859 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| ANCHYRA PARTNERS LLC | History | New | 3,378 | 465 | 0.14% | — | 860 | +3,378 | New | Q4 2025 | Jan 29, 2026 |
| RIVERSEDGE ADVISORS, LLC | History | Added to | 3,371 | 464 | 0.08% | 0.07% | 861 | +201 | 6.34% | Q4 2025 | Jan 07, 2026 |
| Sachetta, LLC | History | Reduced | 3,355 | 462 | 0.25% | 0.16% | 863 | -18 | -0.53% | Q4 2025 | Feb 02, 2026 |
| PURSUE WEALTH PARTNERS LLC | History | No change | 3,352 | 462 | 0.22% | 0.24% | 862 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Alliance Wealth Advisors, LLC /UT | History | Reduced | 3,344 | 461 | 0.1% | 0.13% | 866 | -987 | -22.79% | Q4 2025 | Feb 02, 2026 |
| WESBANCO BANK INC | History | Reduced | 3,350 | 461 | 0.01% | 0.01% | 864 | -174 | -4.94% | Q4 2025 | Feb 03, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 3,350 | 461 | 0.02% | 0.02% | 865 | -121 | -3.49% | Q4 2025 | Feb 05, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 3,343 | 460 | 0.08% | 0.01% | 868 | +698 | 26.39% | Q4 2025 | Mar 04, 2026 |
| Michels Family Financial, LLC | History | Reduced | 3,342 | 460 | 0.34% | 0.34% | 870 | -36 | -1.07% | Q4 2025 | Feb 19, 2026 |
| LaFleur & Godfrey LLC | History | No change | 3,337 | 460 | 0.06% | 0.05% | 867 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Elmwood Wealth Management, Inc. | History | No change | 3,340 | 460 | 0.15% | 0.15% | 869 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| DF DENT & CO INC | History | Reduced | 3,331 | 459 | 0.01% | 0.01% | 871 | -2,334 | -41.2% | Q4 2025 | Feb 17, 2026 |
| Hendershot Investments Inc. | History | No change | 3,331 | 459 | 0.06% | 0.05% | 872 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| CERTIOR FINANCIAL GROUP, LLC | History | Added to | 3,321 | 457 | 0.31% | 0.26% | 873 | +232 | 7.51% | Q4 2025 | Feb 04, 2026 |
| Range Financial Group LLC | History | Added to | 3,313 | 456 | 0.16% | 0.14% | 874 | +191 | 6.12% | Q4 2025 | Jan 15, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Reduced | 3,306 | 455 | 0.03% | 0.03% | 875 | -238 | -6.72% | Q4 2025 | Jan 20, 2026 |
| Pinnacle Bancorp, Inc. | History | Reduced | 3,293 | 454 | 0.13% | 0.13% | 877 | -85 | -2.52% | Q4 2025 | Jan 22, 2026 |
| KANAWHA CAPITAL MANAGEMENT LLC | History | Reduced | 3,294 | 454 | 0.03% | 0.03% | 876 | -80 | -2.37% | Q4 2025 | Jan 28, 2026 |
| Foster Group, Inc. | History | Reduced | 3,296 | 454 | 0.01% | 0.01% | 878 | -19 | -0.57% | Q4 2025 | Jan 12, 2026 |
| Gibbs Wealth Management | History | Added to | 3,191 | 451 | 0.11% | 0.09% | 880 | +10 | 0.31% | Q4 2025 | Jan 23, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 3,272 | 451 | 0.08% | 0.07% | 879 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Traveka Wealth, LLC | History | Reduced | 3,268 | 450 | 0.18% | 0.19% | 881 | -22 | -0.67% | Q4 2025 | Jan 08, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 3,244 | 447 | 0.01% | 0.01% | 882 | +569 | 21.27% | Q4 2025 | Jan 14, 2026 |
| CHAPMAN FINANCIAL GROUP, LLC | History | Reduced | 3,249 | 447 | 0.3% | 0.29% | 883 | -23 | -0.7% | Q4 2025 | Feb 02, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 3,224 | 444 | 0.04% | 0.03% | 885 | +172 | 5.64% | Q4 2025 | Feb 17, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 3,226 | 444 | 0.03% | 0.03% | 884 | -36 | -1.1% | Q4 2025 | Jan 21, 2026 |
| LCM Capital Management Inc | History | Reduced | 3,215 | 443 | 0.21% | 0.2% | 886 | -12 | -0.37% | Q4 2025 | Jan 29, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | Added to | 3,200 | 441 | 0.02% | 0.02% | 888 | +545 | 20.53% | Q4 2025 | Feb 17, 2026 |
| King Wealth Management Group | History | Reduced | 3,200 | 441 | 0.05% | 0.05% | 887 | -58 | -1.78% | Q4 2025 | Feb 09, 2026 |
| BANK OF NOVA SCOTIA | History | New | 3,195 | 440 | 0.0% | — | 889 | +3,195 | New | Q4 2025 | Feb 13, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 3,199 | 440 | 0.01% | 0.01% | 890 | -340 | -9.61% | Q4 2025 | Jan 13, 2026 |
| MCDANIEL TERRY & CO | History | Reduced | 3,169 | 436 | 0.04% | 0.03% | 891 | -8 | -0.25% | Q4 2025 | Feb 10, 2026 |
| Addison Advisors LLC | History | Added to | 3,153 | 434 | 0.1% | 0.09% | 892 | +125 | 4.13% | Q4 2025 | Feb 06, 2026 |
| BSW Wealth Partners | History | Added to | 3,143 | 433 | 0.05% | 0.05% | 893 | +135 | 4.49% | Q4 2025 | Jan 23, 2026 |
| Pointe Capital Management LLC | History | Reduced | 3,138 | 432 | 0.21% | 0.23% | 894 | -484 | -13.36% | Q4 2025 | Feb 17, 2026 |
| Grove Bank & Trust | History | Added to | 3,124 | 430 | 0.05% | 0.01% | 897 | +2,372 | 315.43% | Q4 2025 | Jan 08, 2026 |
| Broderick Brian C | History | No change | 3,121 | 430 | 0.08% | 0.08% | 895 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Summit Financial Wealth Advisors, LLC | History | No change | 3,121 | 430 | 0.06% | 0.06% | 896 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| SCS Capital Management LLC | History | Added to | 3,114 | 429 | 0.0% | 0.0% | 898 | +88 | 2.91% | Q4 2025 | Feb 10, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | Added to | 3,111 | 428 | 0.07% | 0.06% | 899 | +551 | 21.52% | Q4 2025 | Jan 22, 2026 |
| Lantern Wealth Advisors, LLC | History | No change | 3,100 | 427 | 0.23% | 0.21% | 900 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Millstone Evans Group, LLC | History | No change | 3,102 | 427 | 0.25% | 0.25% | 901 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 2,900 | 426 | 0.01% | 0.01% | 902 | +246 | 9.27% | Q4 2025 | Jan 28, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 3,080 | 424 | 0.03% | 0.02% | 904 | +61 | 2.02% | Q4 2025 | Feb 10, 2026 |
| WOODSTOCK CORP | History | No change | 3,077 | 424 | 0.04% | 0.03% | 903 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Central Pacific Bank - Trust Division | History | Reduced | 3,075 | 423 | 0.05% | 0.05% | 905 | -100 | -3.15% | Q4 2025 | Jan 07, 2026 |
| BCS Wealth Management | History | New | 3,066 | 422 | 0.04% | — | 907 | +3,066 | New | Q4 2025 | Jan 26, 2026 |
| FLC Capital Advisors | History | Reduced | 3,066 | 422 | 0.08% | 0.08% | 906 | -220 | -6.7% | Q4 2025 | Feb 11, 2026 |
| Argent Advisors, Inc. | History | No change | 3,058 | 421 | 0.12% | 0.12% | 908 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| KLINGENSTEIN FIELDS & CO LP | History | No change | 3,047 | 420 | 0.02% | 0.01% | 909 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| TigerOak Management, L.L.C. | History | No change | 3,050 | 420 | 0.13% | 0.12% | 910 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Corient IA LLC | History | Reduced | 3,030 | 417 | 0.39% | 0.48% | 912 | -1,970 | -39.4% | Q4 2025 | Feb 13, 2026 |
| PACES FERRY WEALTH ADVISORS, LLC | History | Reduced | 3,028 | 417 | 0.17% | 0.16% | 911 | -56 | -1.82% | Q4 2025 | Feb 11, 2026 |
| Blake Schutter Theil Wealth Advisors, LLC | History | No change | 3,011 | 415 | 0.34% | 0.38% | 913 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| ABNER HERRMAN & BROCK LLC | History | No change | 3,000 | 414 | 0.04% | 0.04% | 914 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| Sentry LLC | History | No change | 3,010 | 414 | 0.11% | 0.1% | 915 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| J HAGAN CAPITAL, INC. | History | No change | 3,010 | 414 | 0.23% | 0.23% | 916 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BEACON INVESTMENT ADVISORS LLC | History | No change | 3,000 | 413 | 0.17% | 0.16% | 917 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Occidental Asset Management, LLC | History | Added to | 2,992 | 412 | 0.05% | 0.04% | 919 | +229 | 8.29% | Q4 2025 | Jan 08, 2026 |
| SYM FINANCIAL Corp | History | Added to | 2,990 | 412 | 0.04% | 0.04% | 918 | +149 | 5.24% | Q4 2025 | Feb 13, 2026 |
| Platform Technology Partners | History | Added to | 2,984 | 411 | 0.09% | 0.09% | 920 | +111 | 3.86% | Q4 2025 | Feb 13, 2026 |
| IFP Advisors, Inc | History | Added to | 2,971 | 409 | 0.01% | 0.01% | 921 | +600 | 25.31% | Q4 2025 | Feb 06, 2026 |
| Intrua Financial, LLC | History | Added to | 2,966 | 408 | 0.04% | 0.03% | 922 | +505 | 20.52% | Q4 2025 | Feb 05, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 2,960 | 408 | 0.01% | 0.01% | 923 | -216 | -6.8% | Q4 2025 | Jan 12, 2026 |
| Maia Wealth LLC | History | Reduced | 2,517 | 405 | 0.07% | 0.06% | 924 | -116 | -4.41% | Q4 2025 | Feb 17, 2026 |
| VICUS CAPITAL | History | No change | 2,936 | 404 | 0.03% | 0.03% | 925 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 2,918 | 402 | 0.1% | — | 928 | +2,918 | New | Q4 2025 | Mar 03, 2026 |
| Almanack Investment Partners, LLC. | History | Reduced | 2,919 | 402 | 0.07% | 0.06% | 926 | -33 | -1.12% | Q4 2025 | Jan 29, 2026 |
| Carr Financial Group Corp | History | No change | 2,923 | 402 | 0.11% | 0.1% | 927 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| BAR HARBOR WEALTH MANAGEMENT | History | Reduced | 2,913 | 401 | 0.02% | 0.02% | 929 | -150 | -4.9% | Q4 2025 | Jan 22, 2026 |
| Canal Capital Management, LLC | History | No change | 2,906 | 400 | 0.06% | 0.06% | 930 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| Carter Financial Group, INC. | History | New | 2,886 | 397 | 0.24% | — | 932 | +2,886 | New | Q4 2025 | Feb 13, 2026 |
| Western Wealth Management, LLC | History | Added to | 2,884 | 397 | 0.02% | 0.01% | 931 | +867 | 42.98% | Q4 2025 | Feb 05, 2026 |
| WULFF, HANSEN & CO. | History | Reduced | 2,865 | 394 | 0.33% | 0.32% | 933 | -60 | -2.05% | Q4 2025 | Feb 03, 2026 |
| Community Bank & Trust, Waco, Texas | History | No change | 2,851 | 393 | 0.08% | 0.08% | 934 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| one8zero8, LLC | History | No change | 2,852 | 393 | 0.09% | 0.08% | 935 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SmartHarvest Portfolios, LLC | History | New | 2,842 | 391 | 0.14% | — | 936 | +2,842 | New | Q4 2025 | Feb 12, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Reduced | 2,828 | 389 | 0.03% | 0.03% | 937 | -296 | -9.48% | Q4 2025 | Jan 08, 2026 |
| Magnus Financial Group LLC | History | No change | 2,817 | 388 | 0.03% | 0.03% | 938 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| BOWEN HANES & CO INC | History | New | 2,800 | 386 | 0.01% | — | 939 | +2,800 | New | Q4 2025 | Feb 10, 2026 |
| XY Capital Ltd | History | New | 2,800 | 386 | 0.24% | — | 940 | +2,800 | New | Q4 2025 | Feb 12, 2026 |
| Elyxium Wealth, LLC | History | Added to | 2,802 | 386 | 0.11% | 0.11% | 941 | +240 | 9.37% | Q4 2025 | Feb 05, 2026 |
| FLYWHEEL PRIVATE WEALTH LLC | History | Reduced | 2,796 | 385 | 0.24% | 0.28% | 942 | -1 | -0.04% | Q4 2025 | Jan 14, 2026 |
| Thomasville National Bank | History | Reduced | 2,780 | 383 | 0.02% | 0.02% | 943 | -34 | -1.21% | Q4 2025 | Jan 26, 2026 |
| Analyst IMS Investment Management Services Ltd. | History | No change | 2,781 | 383 | 0.01% | 0.01% | 944 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| High Net Worth Advisory Group LLC | History | No change | 2,779 | 383 | 0.09% | 0.09% | 945 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| LRI Investments, LLC | History | Reduced | 2,778 | 382 | 0.03% | 0.03% | 948 | -116 | -4.01% | Q4 2025 | Feb 04, 2026 |
| Quad-Cities Investment Group, LLC | History | Reduced | 2,773 | 382 | 0.16% | 0.15% | 947 | -36 | -1.28% | Q4 2025 | Jan 14, 2026 |
| ESSEX INVESTMENT MANAGEMENT CO LLC | History | No change | 2,775 | 382 | 0.06% | 0.05% | 946 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 2,767 | 381 | 0.03% | 0.03% | 949 | +206 | 8.04% | Q4 2025 | Jan 23, 2026 |
| Gotham Asset Management, LLC | History | Added to | 2,755 | 379 | 0.0% | 0.0% | 950 | +799 | 40.85% | Q4 2025 | Feb 17, 2026 |
| KINTRA WEALTH, LLC | History | Added to | 2,751 | 379 | 0.05% | 0.18% | 951 | +223 | 8.82% | Q4 2025 | Feb 18, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 2,740 | 377 | 0.02% | 0.02% | 952 | +112 | 4.26% | Q4 2025 | Feb 10, 2026 |
| Northstar Group, Inc. | History | No change | 2,729 | 376 | 0.05% | 0.05% | 953 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | No change | 2,733 | 376 | 0.02% | 0.02% | 954 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Rossby Financial, LCC | History | Reduced | 2,720 | 375 | 0.12% | 0.12% | 955 | -3 | -0.11% | Q4 2025 | Feb 12, 2026 |
| EWA, LLC | History | Added to | 2,706 | 373 | 0.09% | 0.09% | 957 | +152 | 5.95% | Q4 2025 | Feb 03, 2026 |
| Roundview Capital LLC | History | Added to | 2,711 | 373 | 0.02% | 0.02% | 956 | +66 | 2.5% | Q4 2025 | Feb 09, 2026 |
| PHILADELPHIA TRUST CO | History | No change | 2,700 | 372 | 0.03% | 0.02% | 958 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Kapstone Financial Advisors LLC | History | No change | 2,695 | 371 | 0.18% | 0.16% | 959 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Summit Global Investments | History | New | 2,683 | 370 | 0.02% | — | 960 | +2,683 | New | Q4 2025 | Feb 18, 2026 |
| Beacon Bank & Trust | History | No change | 2,674 | 368 | 0.07% | 0.07% | 961 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 2,668 | 367 | 0.02% | 0.02% | 962 | -181 | -6.35% | Q4 2025 | Jan 21, 2026 |
| WATERSHED PRIVATE WEALTH LLC | History | No change | 2,665 | 367 | 0.11% | 0.11% | 963 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Stegent Equity Advisors, Inc. | History | New | 2,656 | 366 | 0.29% | — | 964 | +2,656 | New | Q4 2025 | Jan 14, 2026 |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | History | Added to | 2,647 | 364 | 0.1% | 0.09% | 965 | +52 | 2.0% | Q4 2025 | Feb 11, 2026 |
| Hilton Head Capital Partners, LLC | History | New | 2,635 | 363 | 0.21% | — | 966 | +2,635 | New | Q4 2025 | Feb 11, 2026 |
| ASPIRIANT, LLC | History | Added to | 2,631 | 362 | 0.01% | 0.01% | 967 | +728 | 38.26% | Q4 2025 | Jan 20, 2026 |
| PEDDOCK CAPITAL ADVISORS, LLC | History | No change | 2,632 | 362 | 0.08% | 0.07% | 968 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| WEATHERLY ASSET MANAGEMENT L. P. | History | Reduced | 2,617 | 360 | 0.03% | 0.03% | 969 | -76 | -2.82% | Q4 2025 | Jan 16, 2026 |
| MONECO ADVISORS, LLC | History | No change | 2,614 | 360 | 0.03% | 0.03% | 970 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| a16z Perennial Management, L.P. | History | No change | 2,618 | 360 | 0.03% | 0.03% | 971 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Cypress Wealth Services, LLC | History | Added to | 2,606 | 359 | 0.05% | 0.04% | 972 | +480 | 22.58% | Q4 2025 | Jan 14, 2026 |
| VIEWPOINT INVESTMENT PARTNERS CORP | History | New | 2,600 | 358 | 0.17% | — | 974 | +2,600 | New | Q4 2025 | Jan 29, 2026 |
| JACOBS & CO/CA | History | No change | 2,600 | 358 | 0.03% | 0.03% | 973 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Meridian Wealth Advisors, LLC | History | No change | 2,601 | 358 | 0.05% | 0.05% | 975 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Eagle Strategies LLC | History | No change | 2,603 | 358 | 0.05% | 0.04% | 976 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | History | No change | 2,590 | 357 | 0.02% | 0.02% | 977 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Key FInancial Inc | History | No change | 2,592 | 357 | 0.07% | 0.06% | 978 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | New | 2,589 | 356 | 0.03% | — | 979 | +2,589 | New | Q4 2025 | Jan 28, 2026 |
| CNB Bank | History | Reduced | 2,575 | 355 | 0.15% | 0.16% | 980 | -499 | -16.23% | Q4 2025 | Feb 11, 2026 |
| StoneX Group Inc. | History | Added to | 2,573 | 354 | 0.02% | 0.01% | 981 | +342 | 15.33% | Q4 2025 | Feb 12, 2026 |
| Grey Ledge Advisors, LLC | History | No change | 2,573 | 354 | 0.08% | 0.07% | 982 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Quantum Financial Advisors, LLC | History | New | 2,564 | 353 | 0.04% | — | 983 | +2,564 | New | Q4 2025 | Jan 12, 2026 |
| Compass Ion Advisors, LLC | History | Reduced | 2,560 | 352 | 0.03% | 0.03% | 984 | -164 | -6.02% | Q4 2025 | Jan 29, 2026 |
| JM2 Capital Inc. | History | New | 2,547 | 351 | 0.28% | — | 986 | +2,547 | New | Q4 2025 | Jan 23, 2026 |
| Great Diamond Partners, LLC | History | Reduced | 2,553 | 351 | 0.07% | 0.07% | 985 | -79 | -3.0% | Q4 2025 | Feb 06, 2026 |
| CAPE COD FIVE CENTS SAVINGS BANK | History | No change | 3,039 | 349 | 0.03% | 0.03% | 987 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Legacy Advisors, LLC | History | New | 2,524 | 347 | 0.04% | — | 990 | +2,524 | New | Q4 2025 | Jan 27, 2026 |
| NORRIS PERNE & FRENCH LLP/MI | History | No change | 2,521 | 347 | 0.02% | 0.02% | 988 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| WIMMER ASSOCIATES 1, LLC | History | No change | 2,524 | 347 | 0.16% | 0.16% | 989 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Busey Bank | History | Reduced | 2,509 | 345 | 0.01% | 0.01% | 991 | -271 | -9.75% | Q4 2025 | Jan 27, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | New | 2,481 | 342 | 0.07% | — | 992 | +2,481 | New | Q4 2025 | Feb 04, 2026 |
| Laraway Financial Advisors Inc | History | No change | 2,467 | 340 | 0.22% | 0.22% | 993 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Oakworth Capital, Inc. | History | Added to | 2,455 | 338 | 0.02% | 0.02% | 994 | +228 | 10.24% | Q4 2025 | Jan 30, 2026 |
| CFS Investment Advisory Services, LLC | History | No change | 2,455 | 338 | 0.02% | 0.02% | 995 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Convergence Financial, LLC | History | Reduced | 2,446 | 337 | 0.05% | 0.05% | 998 | -372 | -13.2% | Q4 2025 | Feb 11, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | No change | 2,450 | 337 | 0.04% | 0.04% | 996 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Essex LLC | History | No change | 2,450 | 337 | 0.06% | 0.06% | 997 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| GREENUP STREET WEALTH MANAGEMENT LLC | History | Reduced | 2,444 | 336 | 0.05% | 0.62% | 999 | -28,788 | -92.17% | Q4 2025 | Jan 23, 2026 |
| JGP Wealth Management, LLC | History | Added to | 2,430 | 335 | 0.03% | 0.03% | 1000 | +618 | 34.11% | Q4 2025 | Jan 12, 2026 |
| Hopwood Financial Services, Inc. | History | No change | 2,425 | 334 | 0.24% | 0.21% | 1001 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| OneAscent Family Office, LLC | History | New | 2,416 | 333 | 0.23% | — | 1002 | +2,416 | New | Q4 2025 | Feb 11, 2026 |
| IFG Advisory, LLC | History | Added to | 2,414 | 332 | 0.01% | 0.01% | 1003 | +205 | 9.28% | Q4 2025 | Feb 10, 2026 |
| 44 WEALTH MANAGEMENT LLC | History | New | 2,401 | 331 | 0.11% | — | 1004 | +2,401 | New | Q4 2025 | Feb 09, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 2,389 | 329 | 0.02% | 0.01% | 1005 | +538 | 29.07% | Q4 2025 | Jan 28, 2026 |
| Berkeley Capital Partners, LLC | History | Added to | 2,384 | 328 | 0.08% | 0.06% | 1006 | +317 | 15.34% | Q4 2025 | Feb 05, 2026 |
| Formidable Asset Management, LLC | History | Reduced | 2,550 | 327 | 0.05% | 0.05% | 1009 | -225 | -8.11% | Q4 2025 | Jan 16, 2026 |
| VAN STRUM & TOWNE INC. | History | No change | 2,372 | 327 | 0.09% | 0.09% | 1007 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Argyle Capital Management, LLC | History | No change | 2,375 | 327 | 0.11% | 0.11% | 1008 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| NorthRock Partners, LLC | History | Added to | 2,353 | 324 | 0.01% | 0.0% | 1010 | +440 | 23.0% | Q4 2025 | Feb 17, 2026 |
| Horizon Wealth Management, LLC | History | No change | 2,354 | 324 | 0.05% | 0.04% | 1011 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Ethos Financial Group, LLC | History | Reduced | 2,350 | 323 | 0.02% | 0.03% | 1013 | -846 | -26.47% | Q4 2025 | Jan 20, 2026 |
| BBR PARTNERS, LLC | History | No change | 2,343 | 323 | 0.02% | 0.02% | 1012 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| R Squared Ltd | History | Reduced | 2,333 | 321 | 0.15% | 0.15% | 1015 | -381 | -14.04% | Q4 2025 | Jan 30, 2026 |
| Shoker Investment Counsel, Inc. | History | No change | 2,335 | 321 | 0.09% | 0.09% | 1014 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Key Client Fiduciary Advisors, LLC | History | No change | 2,329 | 321 | 0.11% | 0.1% | 1016 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| ENTERPRISE FINANCIAL SERVICES CORP | History | Reduced | 2,323 | 320 | 0.16% | 0.16% | 1017 | -44 | -1.86% | Q4 2025 | Jan 14, 2026 |
| Caldwell Trust Co | History | Reduced | 2,310 | 318 | 0.03% | 0.04% | 1019 | -618 | -21.11% | Q4 2025 | Jan 30, 2026 |
| Empower Advisory Group, LLC | History | Added to | 2,310 | 318 | 0.0% | 0.0% | 1018 | +430 | 22.87% | Q4 2025 | Feb 12, 2026 |
| VIAWEALTH, LLC | History | Reduced | 2,301 | 317 | 0.18% | 0.19% | 1021 | -395 | -14.65% | Q4 2025 | Feb 10, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | No change | 2,300 | 317 | 0.05% | 0.05% | 1020 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Kendall Capital Management | History | No change | 2,295 | 316 | 0.07% | 0.07% | 1022 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Inscription Capital, LLC | History | Added to | 2,291 | 315 | 0.03% | 0.03% | 1023 | +19 | 0.84% | Q4 2025 | Jan 29, 2026 |
| Outlook Wealth Advisors, LLC | History | Added to | 2,270 | 312 | 0.07% | 0.07% | 1024 | +34 | 1.52% | Q4 2025 | Feb 11, 2026 |
| Financial Security Advisor, Inc. | History | Added to | 2,264 | 312 | 0.06% | 0.06% | 1025 | +5 | 0.22% | Q4 2025 | Feb 05, 2026 |
| RFG Advisory, LLC | History | New | 2,263 | 311 | 0.01% | — | 1028 | +2,263 | New | Q4 2025 | Feb 03, 2026 |
| Roehl & Yi Investment Advisors, LLC | History | New | 2,257 | 311 | 0.12% | — | 1030 | +2,257 | New | Q4 2025 | Feb 17, 2026 |
| Ancora Advisors LLC | History | Added to | 2,261 | 311 | 0.01% | 0.0% | 1027 | +305 | 15.59% | Q4 2025 | Feb 17, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 2,250 | 311 | 0.1% | 0.1% | 1026 | +100 | 4.65% | Q4 2025 | Feb 10, 2026 |
| Cannon Advisors, Inc. | History | No change | 2,130 | 311 | 0.22% | 0.19% | 1029 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Tyche Wealth Partners LLC | History | No change | 2,250 | 310 | 0.05% | 0.05% | 1031 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 2,245 | 309 | 0.03% | 0.03% | 1032 | -245 | -9.84% | Q4 2025 | Feb 13, 2026 |
| Paradigm Capital Management, LLC/NV | History | Reduced | 2,242 | 309 | 0.29% | 0.29% | 1033 | -33 | -1.45% | Q4 2025 | Feb 06, 2026 |
| Diversified Enterprises, LLC | History | New | 2,238 | 308 | 0.02% | — | 1035 | +2,238 | New | Q4 2025 | Jan 28, 2026 |
| Apella Capital, LLC | History | Reduced | 2,240 | 308 | 0.01% | 0.01% | 1034 | -50 | -2.18% | Q4 2025 | Jan 21, 2026 |
| Dorato Capital Management | History | New | 2,104 | 307 | 0.23% | — | 1039 | +2,104 | New | Q4 2025 | Jan 16, 2026 |
| Braun-Bostich & Associates Inc. | History | Added to | 2,233 | 307 | 0.19% | 0.17% | 1037 | +106 | 4.98% | Q4 2025 | Jan 14, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | Added to | 2,230 | 307 | 0.08% | 0.07% | 1038 | +75 | 3.48% | Q4 2025 | Jan 27, 2026 |
| PARADIGM ASSET MANAGEMENT CO LLC | History | No change | 2,228 | 307 | 0.07% | 0.07% | 1036 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Keystone Financial Group | History | New | 2,225 | 306 | 0.02% | — | 1040 | +2,225 | New | Q4 2025 | Feb 06, 2026 |
| DILLON & ASSOCIATES INC | History | Reduced | 2,202 | 304 | 0.04% | 0.04% | 1041 | -25 | -1.12% | Q4 2025 | Feb 09, 2026 |
| MATTERN CAPITAL MANAGEMENT, LLC | History | No change | 2,211 | 304 | 0.04% | 0.03% | 1042 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Wealth Group, Ltd. | History | New | 2,200 | 303 | 0.3% | — | 1045 | +2,200 | New | Q4 2025 | Jan 22, 2026 |
| Wealth Dimensions Group, Ltd. | History | Reduced | 2,202 | 303 | 0.06% | 0.06% | 1044 | -38 | -1.7% | Q4 2025 | Feb 13, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 2,198 | 303 | 0.02% | 0.02% | 1043 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Global Trust Asset Management, LLC | History | Reduced | 2,194 | 302 | 0.12% | 0.16% | 1047 | -498 | -18.5% | Q4 2025 | Jan 20, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Added to | 2,197 | 302 | 0.08% | 0.1% | 1048 | +271 | 14.07% | Q4 2025 | Feb 09, 2026 |
| EQUITABLE TRUST CO | History | Added to | 2,191 | 302 | 0.01% | 0.01% | 1046 | +200 | 10.05% | Q4 2025 | Feb 02, 2026 |
| Farmers National Bank | History | New | 2,186 | 301 | 0.07% | — | 1050 | +2,186 | New | Q4 2025 | Mar 12, 2026 |
| PALLADIEM, LLC | History | New | 2,170 | 301 | 0.29% | — | 1049 | +2,170 | New | Q4 2025 | Feb 11, 2026 |
| Narus Financial Partners, LLC | History | No change | 2,189 | 301 | 0.08% | 0.08% | 1051 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Added to | 2,182 | 300 | 0.04% | 0.03% | 1053 | +305 | 16.25% | Q4 2025 | Feb 04, 2026 |
| BIP Wealth, LLC | History | Reduced | 2,180 | 300 | 0.01% | 0.01% | 1052 | -34 | -1.54% | Q4 2025 | Jan 21, 2026 |
| MQS Management LLC | History | New | 2,171 | 299 | 0.18% | — | 1054 | +2,171 | New | Q4 2025 | Feb 09, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Reduced | 2,157 | 297 | 0.03% | 0.03% | 1055 | -85 | -3.79% | Q4 2025 | Jan 09, 2026 |
| Genus Capital Management Inc. | History | Reduced | 2,152 | 296 | 0.03% | 0.05% | 1056 | -1,370 | -38.9% | Q4 2025 | Feb 09, 2026 |
| NORDEN GROUP LLC | History | Added to | 2,148 | 296 | 0.03% | 0.03% | 1059 | +103 | 5.04% | Q4 2025 | Jan 13, 2026 |
| Vanguard Capital Wealth Advisors | History | No change | 2,150 | 296 | 0.24% | 0.22% | 1057 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| RVW Wealth, LLC | History | No change | 2,148 | 296 | 0.02% | 0.02% | 1058 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| KORNITZER CAPITAL MANAGEMENT INC /KS | History | New | 2,140 | 295 | 0.01% | — | 1060 | +2,140 | New | Q4 2025 | Feb 02, 2026 |
| Dakota Community Bank & Trust NA | History | Added to | 2,143 | 295 | 1.01% | 1.05% | 1061 | +63 | 3.03% | Q4 2025 | Jan 26, 2026 |
| Stiles Financial Services Inc | History | Reduced | 2,137 | 294 | 0.09% | 0.11% | 1062 | -576 | -21.23% | Q4 2025 | Feb 03, 2026 |
| Prospect Financial Group LLC | History | No change | 2,134 | 294 | 0.27% | 0.27% | 1063 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| 55 North Private Wealth, LLC | History | New | 2,129 | 293 | 0.08% | — | 1064 | +2,129 | New | Q4 2025 | Jan 27, 2026 |
| Kovack Advisors, Inc. | History | Added to | 2,121 | 292 | 0.01% | 0.02% | 1067 | +471 | 28.55% | Q4 2025 | Feb 17, 2026 |
| Armor Investment Advisors, LLC | History | Reduced | 2,119 | 292 | 0.11% | 0.09% | 1066 | -200 | -8.62% | Q4 2025 | Feb 05, 2026 |
| Capital Asset Advisory Services LLC | History | Added to | 2,055 | 292 | 0.01% | 0.01% | 1065 | +85 | 4.31% | Q4 2025 | Jan 09, 2026 |
| CAMBIAR INVESTORS LLC | History | No change | 2,114 | 291 | 0.01% | 0.01% | 1068 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Wealth Alliance Advisory Group, LLC | History | Reduced | 2,100 | 289 | 0.05% | 0.05% | 1069 | -240 | -10.26% | Q4 2025 | Jan 29, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | Reduced | 2,091 | 288 | 0.03% | 0.03% | 1072 | -49 | -2.29% | Q4 2025 | Jan 23, 2026 |
| Boston Trust Walden Corp | History | Reduced | 2,096 | 288 | 0.0% | 0.0% | 1070 | -44 | -2.06% | Q4 2025 | Jan 28, 2026 |
| Claro Advisors Inc. | History | Reduced | 2,095 | 288 | 0.04% | 0.04% | 1073 | -41 | -1.92% | Q4 2025 | Feb 17, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 2,095 | 288 | 0.02% | 0.02% | 1071 | +25 | 1.21% | Q4 2025 | Feb 03, 2026 |
| Cauble & Harre Wealth Management, Inc. | History | New | 2,085 | 287 | 0.24% | — | 1074 | +2,085 | New | Q4 2025 | Feb 05, 2026 |
| Trek Financial, LLC | History | New | 2,078 | 286 | 0.02% | — | 1076 | +2,078 | New | Q4 2025 | Feb 04, 2026 |
| Livet Wealth, LLC | History | New | 2,075 | 286 | 0.18% | — | 1077 | +2,075 | New | Q4 2025 | Feb 13, 2026 |
| Merrion Investment Management Co, LLC | History | Reduced | 2,080 | 286 | 0.15% | 0.16% | 1075 | -120 | -5.45% | Q4 2025 | Feb 17, 2026 |
| DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | History | No change | 2,062 | 284 | 0.01% | 0.01% | 1078 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Elk River Wealth Management LLC | History | No change | 2,060 | 284 | 0.05% | 0.04% | 1079 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 2,056 | 283 | 0.01% | 0.02% | 1080 | +132 | 6.86% | Q4 2025 | Jan 26, 2026 |
| WHALEROCK POINT PARTNERS, LLC | History | Reduced | 2,050 | 282 | 0.05% | 0.06% | 1081 | -240 | -10.48% | Q4 2025 | Feb 13, 2026 |
| F/m Investments LLC | History | No change | 2,050 | 282 | 0.01% | 0.01% | 1082 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 2,039 | 281 | 0.01% | 0.01% | 1083 | +48 | 2.41% | Q4 2025 | Feb 13, 2026 |
| Hudson Capital Management LLC | History | Reduced | 2,040 | 281 | 0.07% | 0.07% | 1085 | -8 | -0.39% | Q4 2025 | Jan 21, 2026 |
| Connecticut Wealth Management, LLC | History | No change | 2,040 | 281 | 0.01% | 0.01% | 1084 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Journey Advisory Group, LLC | History | New | 2,037 | 280 | 0.02% | — | 1087 | +2,037 | New | Q4 2025 | Jan 27, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 2,038 | 280 | 0.01% | 0.01% | 1086 | -634 | -23.73% | Q4 2025 | Feb 17, 2026 |
| M. Kulyk & Associates, LLC | History | Added to | 2,036 | 280 | 0.05% | 0.05% | 1088 | +56 | 2.83% | Q4 2025 | Jan 08, 2026 |
| Cornerstone Advisory, LLC | History | No change | 2,025 | 279 | 0.03% | 0.03% | 1089 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| GTS SECURITIES LLC | History | Reduced | 2,018 | 278 | 0.01% | 0.06% | 1090 | -10,494 | -83.87% | Q4 2025 | Feb 13, 2026 |
| Tower Wealth Partners, Inc. | History | Added to | 2,018 | 278 | 0.15% | 0.13% | 1091 | +146 | 7.8% | Q4 2025 | Jan 16, 2026 |
| Greykasell Wealth Strategies, Inc. | History | No change | 2,013 | 277 | 0.11% | 0.11% | 1092 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Keudell/Morrison Wealth Management | History | New | 2,008 | 276 | 0.06% | — | 1095 | +2,008 | New | Q4 2025 | Feb 06, 2026 |
| Verity Asset Management, Inc. | History | Reduced | 2,009 | 276 | 0.12% | 0.11% | 1094 | -512 | -20.31% | Q4 2025 | Jan 30, 2026 |
| SUMMITRY LLC | History | Added to | 2,009 | 276 | 0.01% | 0.01% | 1093 | +279 | 16.13% | Q4 2025 | Feb 09, 2026 |
| Jump Financial, LLC | History | New | 2,000 | 275 | 0.0% | — | 1098 | +2,000 | New | Q4 2025 | Feb 17, 2026 |
| Stanley-Laman Group, Ltd. | History | No change | 2,000 | 275 | 0.03% | 0.04% | 1096 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Peak Asset Management, LLC | History | No change | 2,000 | 275 | 0.05% | 0.04% | 1097 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| SMITH, MOORE & CO. | History | No change | 1,989 | 274 | 0.02% | 0.02% | 1099 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Pacifica Partners Inc. | History | No change | 1,984 | 274 | 0.12% | 0.09% | 1100 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| EVERPAR ADVISORS LLC | History | New | 1,986 | 273 | 0.1% | — | 1102 | +1,986 | New | Q4 2025 | Jan 07, 2026 |
| HALL CAPITAL MANAGEMENT CO INC | History | Added to | 1,985 | 273 | 0.11% | 0.1% | 1101 | +25 | 1.28% | Q4 2025 | Feb 17, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | Added to | 1,973 | 272 | 0.09% | 0.03% | 1103 | +328 | 19.94% | Q4 2025 | Jan 27, 2026 |
| Van Diest Capital, LLC | History | New | 1,963 | 270 | 0.4% | — | 1105 | +1,963 | New | Q4 2025 | Feb 19, 2026 |
| SPINNAKER TRUST | History | No change | 1,959 | 270 | 0.01% | 0.01% | 1104 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Bruce G. Allen Investments, LLC | History | Reduced | 1,953 | 269 | 0.18% | 0.23% | 1106 | -516 | -20.9% | Q4 2025 | Feb 10, 2026 |
| JUNCTURE WEALTH STRATEGIES, LLC | History | New | 1,947 | 268 | 0.09% | — | 1107 | +1,947 | New | Q4 2025 | Jan 27, 2026 |
| Barry Investment Advisors, LLC | History | No change | 1,940 | 267 | 0.06% | 0.06% | 1108 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Commonwealth Retirement Investments LLC | History | Reduced | 1,931 | 266 | 0.09% | 0.13% | 1112 | -1,000 | -34.12% | Q4 2025 | Feb 11, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Reduced | 1,932 | 266 | 0.01% | 0.01% | 1110 | -169 | -8.04% | Q4 2025 | Feb 10, 2026 |
| CAUSEWAY CAPITAL MANAGEMENT LLC | History | Reduced | 1,935 | 266 | 0.0% | 0.0% | 1109 | -119 | -5.79% | Q4 2025 | Feb 13, 2026 |
| South Street Advisors LLC | History | Added to | 1,934 | 266 | 0.04% | 0.03% | 1111 | +34 | 1.79% | Q4 2025 | Feb 10, 2026 |
| Hummer Financial Advisory Services Inc | History | New | 1,926 | 265 | 0.19% | — | 1114 | +1,926 | New | Q4 2025 | Jan 12, 2026 |
| ROCKLAND TRUST CO | History | Added to | 1,929 | 265 | 0.01% | 0.01% | 1113 | +79 | 4.27% | Q4 2025 | Jan 15, 2026 |
| August Group Capital Ltd | History | New | 1,910 | 263 | 0.29% | — | 1117 | +1,910 | New | Q4 2025 | Feb 12, 2026 |
| Manchester Capital Management LLC | History | Added to | 1,910 | 263 | 0.04% | 0.01% | 1115 | +1,463 | 327.29% | Q4 2025 | Feb 11, 2026 |
| SAPIENT CAPITAL LLC | History | Added to | 1,898 | 263 | 0.0% | 0.0% | 1116 | +164 | 9.46% | Q4 2025 | Feb 05, 2026 |
| UNION SAVINGS BANK | History | New | 1,906 | 262 | 0.11% | — | 1120 | +1,906 | New | Q4 2025 | Mar 06, 2026 |
| NIXON PEABODY TRUST CO | History | Reduced | 1,902 | 262 | 0.02% | 0.02% | 1118 | -750 | -28.28% | Q4 2025 | Feb 06, 2026 |
| Community Bank, N.A. | History | No change | 1,906 | 262 | 0.03% | 0.03% | 1119 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| HOWE & RUSLING INC | History | New | 1,896 | 261 | 0.02% | — | 1121 | +1,896 | New | Q4 2025 | Feb 17, 2026 |
| Syverson Strege & Co | History | New | 1,895 | 261 | 0.06% | — | 1122 | +1,895 | New | Q4 2025 | Feb 09, 2026 |
| CURA WEALTH ADVISORS, LLC | History | Reduced | 1,867 | 257 | 0.1% | 0.1% | 1123 | -121 | -6.09% | Q4 2025 | Jan 23, 2026 |
| Ponta Wealth Partners, LLC | History | New | 1,861 | 256 | 0.24% | — | 1125 | +1,861 | New | Q4 2025 | Feb 03, 2026 |
| Colonial Trust Co / SC | History | Reduced | 1,862 | 256 | 0.03% | 0.06% | 1124 | -1,738 | -48.28% | Q4 2025 | Feb 12, 2026 |
| PLIMOTH TRUST CO LLC | History | Reduced | 1,847 | 254 | 0.06% | 0.06% | 1126 | -120 | -6.1% | Q4 2025 | Jan 27, 2026 |
| Capital Advantage, Inc. | History | Added to | 1,846 | 254 | 0.03% | 0.03% | 1127 | +89 | 5.07% | Q4 2025 | Jan 07, 2026 |
| EXCALIBUR MANAGEMENT CORP | History | No change | 1,828 | 252 | 0.09% | 0.08% | 1128 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Welch Financial Planning, LLC | History | New | 1,825 | 251 | 0.18% | — | 1131 | +1,825 | New | Q4 2025 | Feb 02, 2026 |
| Meramec Financial Planners, LLC | History | New | 1,605 | 251 | 0.1% | — | 1132 | +1,605 | New | Q4 2025 | Feb 10, 2026 |
| Wayfinding Financial, LLC | History | Added to | 1,826 | 251 | 0.11% | 0.1% | 1129 | +4 | 0.22% | Q4 2025 | Feb 12, 2026 |
| Trace Wealth Advisors, LLC | History | No change | 1,825 | 251 | 0.18% | 0.17% | 1130 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| MOODY NATIONAL BANK TRUST DIVISION | History | New | 1,819 | 250 | 0.02% | — | 1133 | +1,819 | New | Q4 2025 | Jan 12, 2026 |
| Redwood Wealth Management Group, LLC | History | Reduced | 1,815 | 250 | 0.1% | 0.1% | 1135 | -98 | -5.12% | Q4 2025 | Feb 03, 2026 |
| Traynor Capital Management, Inc. | History | No change | 1,817 | 250 | 0.01% | 0.01% | 1134 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| ORG Wealth Partners, LLC | History | No change | 1,816 | 250 | 0.06% | 0.05% | 1136 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Private Wealth Partners, LLC | History | No change | 1,812 | 249 | 0.02% | 0.02% | 1137 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Fulcrum Equity Management | History | Added to | 1,805 | 248 | 0.24% | 0.23% | 1138 | +56 | 3.2% | Q4 2025 | Jan 06, 2026 |
| Pallas Capital Advisors LLC | History | Added to | 1,801 | 248 | 0.01% | 0.01% | 1139 | +18 | 1.01% | Q4 2025 | Jan 14, 2026 |
| Houlihan Financial Resource Group, Ltd. | History | New | 1,700 | 247 | 0.09% | — | 1141 | +1,700 | New | Q4 2025 | Feb 10, 2026 |
| Marks Group Wealth Management, Inc | History | Added to | 1,796 | 247 | 0.02% | 0.02% | 1140 | +160 | 9.78% | Q4 2025 | Feb 11, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | No change | 1,786 | 246 | 0.02% | 0.02% | 1142 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Financial Perspectives, Inc | History | No change | 1,774 | 244 | 0.07% | 0.06% | 1143 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Walkner Condon Financial Advisors LLC | History | New | 1,764 | 243 | 0.03% | — | 1144 | +1,764 | New | Q4 2025 | Jan 21, 2026 |
| SCHNIEDERS CAPITAL MANAGEMENT, LLC. | History | Added to | 1,759 | 242 | 0.04% | 0.04% | 1146 | +88 | 5.27% | Q4 2025 | Jan 29, 2026 |
| Ellsworth Advisors, LLC | History | No change | 1,695 | 242 | 0.05% | 0.05% | 1145 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Founders Financial Alliance, LLC | History | Reduced | 1,751 | 241 | 0.05% | 0.06% | 1150 | -738 | -29.65% | Q4 2025 | Feb 12, 2026 |
| Daiwa Securities Group Inc. | History | Added to | 1,749 | 241 | 0.0% | 0.0% | 1148 | +295 | 20.29% | Q4 2025 | Feb 11, 2026 |
| PEOPLES FINANCIAL SERVICES CORP. | History | No change | 1,755 | 241 | 0.11% | 0.1% | 1147 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Marietta Wealth Management, LLC | History | No change | 1,753 | 241 | 0.03% | 0.03% | 1149 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Goepper Burkhardt LLC | History | No change | 1,750 | 241 | 0.08% | 0.08% | 1151 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Round Rock Advisors LLC | History | No change | 1,750 | 241 | 0.04% | 0.04% | 1152 | 0 | 0.0% | Q4 2025 | Apr 07, 2026 |
| Soltis Investment Advisors LLC | History | Added to | 1,743 | 240 | 0.02% | 0.01% | 1154 | +123 | 7.59% | Q4 2025 | Apr 02, 2026 |
| Verdence Capital Advisors LLC | History | Added to | 1,743 | 240 | 0.01% | 0.01% | 1153 | +13 | 0.75% | Q4 2025 | Jan 29, 2026 |
| FSM Wealth Advisors, LLC | History | Reduced | 1,746 | 240 | 0.03% | 0.03% | 1155 | -5 | -0.29% | Q4 2025 | Jan 23, 2026 |
| Independence Wealth Advisors, LLC | History | New | 1,738 | 239 | 0.13% | — | 1157 | +1,738 | New | Q4 2025 | Jan 09, 2026 |
| Hurlow Wealth Management Group, Inc. | History | Reduced | 1,735 | 239 | 0.06% | 0.07% | 1156 | -228 | -11.61% | Q4 2025 | Feb 17, 2026 |
| Endowment Wealth Management, Inc. | History | New | 1,722 | 237 | 0.11% | — | 1158 | +1,722 | New | Q4 2025 | Feb 09, 2026 |
| NorthStar Asset Management LLC /NJ/ | History | New | 1,719 | 236 | 0.11% | — | 1161 | +1,719 | New | Q4 2025 | Feb 10, 2026 |
| Prosperity Consulting Group, LLC | History | New | 1,715 | 236 | 0.01% | — | 1160 | +1,715 | New | Q4 2025 | Feb 17, 2026 |
| Oregon Pacific Wealth Management, LLC | History | Reduced | 1,717 | 236 | 0.24% | 0.2% | 1162 | -51 | -2.88% | Q4 2025 | Jan 16, 2026 |
| ANCHOR CAPITAL ADVISORS LLC | History | No change | 1,718 | 236 | 0.01% | 0.01% | 1159 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 1,703 | 234 | 0.03% | 0.02% | 1163 | +415 | 32.22% | Q4 2025 | Jan 21, 2026 |
| Family Capital Management, Inc. | History | New | 1,690 | 233 | 0.1% | — | 1165 | +1,690 | New | Q4 2025 | Jan 27, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | No change | 1,695 | 233 | 0.0% | 0.0% | 1164 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Post Resch Tallon Group Inc. | History | Added to | 1,689 | 232 | 0.2% | 0.19% | 1166 | +24 | 1.44% | Q4 2025 | Jan 09, 2026 |
| Fairscale Capital, LLC | History | No change | 1,681 | 231 | 0.15% | 0.15% | 1167 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MidWestOne Financial Group, Inc. | History | No change | 1,675 | 230 | 0.03% | 0.03% | 1168 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Retirement Planning Group, LLC | History | New | 1,668 | 229 | 0.01% | — | 1169 | +1,668 | New | Q4 2025 | Feb 03, 2026 |
| Crestmont Private Wealth LLC | History | New | 1,652 | 227 | 0.07% | — | 1171 | +1,652 | New | Q4 2025 | Feb 10, 2026 |
| COURIER CAPITAL LLC | History | Reduced | 1,648 | 227 | 0.01% | 0.01% | 1170 | -350 | -17.52% | Q4 2025 | Jan 29, 2026 |
| SIMON QUICK ADVISORS, LLC | History | New | 1,642 | 226 | 0.01% | — | 1173 | +1,642 | New | Q4 2025 | Jan 29, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 1,646 | 226 | 0.02% | 0.02% | 1172 | +11 | 0.67% | Q4 2025 | Jan 07, 2026 |
| Benchmark Financial Wealth Advisors, LLC | History | No change | 1,637 | 225 | 0.06% | 0.06% | 1174 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Westfuller Advisors, LLC | History | No change | 1,628 | 224 | 0.09% | 0.09% | 1175 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| CSS LLC/IL | History | New | 1,620 | 223 | 0.01% | — | 1176 | +1,620 | New | Q4 2025 | Feb 17, 2026 |
| Mattern Wealth Management LLC | History | Reduced | 1,616 | 222 | 0.04% | 0.04% | 1177 | -93 | -5.44% | Q4 2025 | Jan 16, 2026 |
| Leisure Capital Management | History | New | 1,605 | 221 | 0.07% | — | 1180 | +1,605 | New | Q4 2025 | Jan 27, 2026 |
| Clearbridge Investments, LLC | History | Reduced | 1,610 | 221 | 0.0% | 0.0% | 1178 | -491 | -23.37% | Q4 2025 | Feb 11, 2026 |
| Blue Fin Capital, Inc. | History | Reduced | 1,605 | 221 | 0.03% | 0.04% | 1179 | -158 | -8.96% | Q4 2025 | Jan 23, 2026 |
| Azimuth Capital Investment Management LLC | History | New | 1,598 | 220 | 0.01% | — | 1181 | +1,598 | New | Q4 2025 | Feb 12, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 1,578 | 217 | 0.05% | 0.05% | 1182 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Berman McAleer LLC | History | No change | 1,581 | 217 | 0.03% | 0.03% | 1183 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | New | 1,568 | 216 | 0.02% | — | 1184 | +1,568 | New | Q4 2025 | Feb 13, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 1,566 | 215 | 0.03% | 0.03% | 1185 | +24 | 1.56% | Q4 2025 | Jan 29, 2026 |
| Glenview Trust Co | History | Reduced | 1,554 | 214 | 0.0% | 0.01% | 1187 | -2,000 | -56.27% | Q4 2025 | Feb 09, 2026 |
| Fiduciary Alliance LLC | History | New | 1,559 | 214 | 0.01% | — | 1189 | +1,559 | New | Q4 2025 | Jan 22, 2026 |
| CoreCap Advisors, LLC | History | Added to | 1,556 | 214 | 0.01% | 0.01% | 1188 | +152 | 10.83% | Q4 2025 | Jan 13, 2026 |
| Heritage Wealth Advisors | History | No change | 1,556 | 214 | 0.01% | 0.01% | 1186 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| JBGlobal.com LLC | History | New | 1,550 | 213 | 0.27% | — | 1190 | +1,550 | New | Q4 2025 | Jan 06, 2026 |
| Argentarii, LLC | History | New | 1,542 | 212 | 0.07% | — | 1191 | +1,542 | New | Q4 2025 | Jan 13, 2026 |
| CHILDRESS CAPITAL ADVISORS, LLC | History | New | 1,537 | 211 | 0.03% | — | 1192 | +1,537 | New | Q4 2025 | Jan 26, 2026 |
| Portfolio Design Labs, LLC | History | New | 1,531 | 211 | 0.03% | — | 1193 | +1,531 | New | Q4 2025 | Feb 11, 2026 |
| Claris Financial LLC | History | New | 1,526 | 210 | 0.11% | — | 1197 | +1,526 | New | Q4 2025 | Feb 19, 2026 |
| Jackson Hole Capital Partners, LLC | History | New | 1,525 | 210 | 0.04% | — | 1196 | +1,525 | New | Q4 2025 | Jan 30, 2026 |
| JOHN G ULLMAN & ASSOCIATES INC | History | Reduced | 1,530 | 210 | 0.03% | 0.05% | 1194 | -1,450 | -48.66% | Q4 2025 | Feb 05, 2026 |
| Ledyard National Bank | History | Reduced | 1,528 | 210 | 0.02% | 0.02% | 1195 | -113 | -6.89% | Q4 2025 | Jan 21, 2026 |
| Adelphi Trust Co | History | New | 1,515 | 208 | 0.17% | — | 1198 | +1,515 | New | Q4 2025 | Jan 26, 2026 |
| Clarkston Capital Partners, LLC | History | New | 1,500 | 206 | 0.0% | — | 1201 | +1,500 | New | Q4 2025 | Feb 13, 2026 |
| REBALANCE, LLC | History | New | 1,500 | 206 | 0.01% | — | 1203 | +1,500 | New | Q4 2025 | Jan 15, 2026 |
| WealthSpring Partners, LLC | History | New | 1,500 | 206 | 0.21% | — | 1205 | +1,500 | New | Q4 2025 | Feb 12, 2026 |
| Kelly Financial Services LLC | History | New | 1,499 | 206 | 0.05% | — | 1206 | +1,499 | New | Q4 2025 | Jan 13, 2026 |
| MITCHELL CAPITAL MANAGEMENT CO | History | New | 1,498 | 206 | 0.04% | — | 1199 | +1,498 | New | Q4 2025 | Feb 10, 2026 |
| First National Bank of Hutchinson | History | New | 1,498 | 206 | 0.12% | — | 1200 | +1,498 | New | Q4 2025 | Jan 29, 2026 |
| Golden State Equity Partners | History | New | 1,498 | 206 | 0.03% | — | 1204 | +1,498 | New | Q4 2025 | Jan 29, 2026 |
| TCI Wealth Advisors, Inc. | History | New | 1,497 | 206 | 0.01% | — | 1202 | +1,497 | New | Q4 2025 | Feb 02, 2026 |
| MMBG INVESTMENT ADVISORS CO. | History | Reduced | 1,492 | 205 | 0.02% | 0.04% | 1208 | -2,000 | -57.27% | Q4 2025 | Feb 09, 2026 |
| Saratoga Research & Investment Management | History | New | 1,490 | 205 | 0.01% | — | 1207 | +1,490 | New | Q4 2025 | Feb 05, 2026 |
| SHP Wealth Management | History | New | 1,489 | 205 | 0.02% | — | 1209 | +1,489 | New | Q4 2025 | Mar 04, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 1,488 | 205 | 0.01% | — | 1210 | +1,488 | New | Q4 2025 | Feb 03, 2026 |
| MAIRS & POWER INC | History | New | 1,485 | 204 | 0.0% | — | 1211 | +1,485 | New | Q4 2025 | Feb 17, 2026 |
| Garrett Wealth Advisory Group, LLC | History | New | 1,485 | 204 | 0.04% | — | 1213 | +1,485 | New | Q4 2025 | Feb 04, 2026 |
| Liberty Capital Management, Inc. | History | New | 1,480 | 204 | 0.04% | — | 1212 | +1,480 | New | Q4 2025 | Jan 26, 2026 |
| Engineers Gate Manager LP | History | Reduced | 1,475 | 203 | 0.0% | 0.02% | 1214 | -8,879 | -85.75% | Q4 2025 | Feb 17, 2026 |
| Palumbo Wealth Management LLC | History | New | 1,477 | 203 | 0.05% | — | 1216 | +1,477 | New | Q4 2025 | Jan 21, 2026 |
| Fiduciary Wealth Partners, LLC | History | New | 1,476 | 203 | 0.08% | — | 1215 | +1,476 | New | Q4 2025 | Jan 28, 2026 |
| ONE WEALTH CAPITAL MANAGEMENT, LLC | History | New | 1,470 | 202 | 0.09% | — | 1219 | +1,470 | New | Q4 2025 | Feb 18, 2026 |
| CRAWFORD INVESTMENT COUNSEL INC | History | New | 1,466 | 202 | 0.0% | — | 1217 | +1,466 | New | Q4 2025 | Feb 17, 2026 |
| PFG Advisors | History | Reduced | 1,469 | 202 | 0.01% | 0.01% | 1218 | -216 | -12.82% | Q4 2025 | Jan 27, 2026 |
| Kestra Investment Management, LLC | History | New | 1,463 | 201 | 0.0% | — | 1223 | +1,463 | New | Q4 2025 | Feb 09, 2026 |
| Clarus Group, Inc. | History | New | 1,461 | 201 | 0.07% | — | 1222 | +1,461 | New | Q4 2025 | Jan 16, 2026 |
| Chicago Capital, LLC | History | New | 1,460 | 201 | 0.0% | — | 1220 | +1,460 | New | Q4 2025 | Jan 26, 2026 |
| Integris Wealth Management, LLC | History | New | 1,459 | 201 | 0.05% | — | 1221 | +1,459 | New | Q4 2025 | Jan 21, 2026 |
| First County Bank /CT/ | History | Reduced | 1,462 | 201 | 0.11% | 0.12% | 1224 | -332 | -18.51% | Q4 2025 | Jan 14, 2026 |
| PFW Advisors LLC | History | New | 1,457 | 200 | 0.06% | — | 1228 | +1,457 | New | Q4 2025 | Jan 12, 2026 |
| MFA Wealth Services | History | New | 1,456 | 200 | 0.14% | — | 1227 | +1,456 | New | Q4 2025 | Jan 15, 2026 |
| CPC Advisors, LLC | History | New | 1,455 | 200 | 0.02% | — | 1226 | +1,455 | New | Q4 2025 | Jan 28, 2026 |
| PROFESSIONAL ADVISORY SERVICES INC | History | New | 1,450 | 200 | 0.03% | — | 1225 | +1,450 | New | Q4 2025 | Jan 12, 2026 |
| HHM Wealth Advisors, LLC | History | Reduced | 1,449 | 199 | 0.02% | 0.02% | 1229 | -1 | -0.07% | Q4 2025 | Jan 22, 2026 |
| Colonial Trust Advisors | History | Reduced | 1,436 | 198 | 0.01% | 0.02% | 1230 | -437 | -23.33% | Q4 2025 | Feb 12, 2026 |
| Larson Financial Group LLC | History | Added to | 1,440 | 198 | 0.01% | 0.01% | 1231 | +20 | 1.41% | Q4 2025 | Feb 06, 2026 |
| Piscataqua Savings Bank | History | No change | 1,429 | 197 | 0.14% | 0.14% | 1232 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| North Star Investment Management Corp. | History | Added to | 1,426 | 196 | 0.01% | 0.01% | 1233 | +50 | 3.63% | Q4 2025 | Jan 30, 2026 |
| Cascades Capital Asset Management, LLC | History | No change | 1,425 | 196 | 0.08% | 0.08% | 1234 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Hills Bank & Trust Co | History | No change | 1,412 | 194 | 0.01% | 0.01% | 1235 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Reduced | 1,367 | 189 | 0.0% | 0.0% | 1236 | -170 | -11.06% | Q4 2025 | Feb 03, 2026 |
| Avalon Trust Co | History | Reduced | 1,367 | 188 | 0.01% | 0.01% | 1237 | -223 | -14.03% | Q4 2025 | Feb 09, 2026 |
| TrustBank | History | New | 1,362 | 187 | 0.08% | — | 1238 | +1,362 | New | Q4 2025 | Feb 09, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 1,342 | 185 | 0.04% | 0.04% | 1239 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| GHP Investment Advisors, Inc. | History | Added to | 1,308 | 180 | 0.01% | 0.01% | 1240 | +59 | 4.72% | Q4 2025 | Jan 27, 2026 |
| Prestige Wealth Management Group LLC | History | Added to | 1,305 | 179 | 0.03% | 0.01% | 1242 | +880 | 207.06% | Q4 2025 | Feb 11, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 1,300 | 179 | 0.0% | 0.0% | 1241 | +88 | 7.26% | Q4 2025 | Jan 15, 2026 |
| United Community Bank | History | No change | 1,296 | 178 | 0.07% | 0.05% | 1243 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| CDKV HOLDINGS LLC | History | New | 1,291 | 177 | 0.15% | — | 1245 | +1,291 | New | Q4 2025 | Feb 17, 2026 |
| Concord Wealth Partners | History | No change | 1,287 | 177 | 0.02% | 0.02% | 1244 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| MONETARY MANAGEMENT GROUP INC | History | No change | 1,259 | 173 | 0.04% | 0.04% | 1246 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 1,235 | 170 | 0.0% | 0.02% | 1247 | -5,078 | -80.44% | Q4 2025 | Feb 03, 2026 |
| Tacita Capital Inc | History | No change | 1,200 | 165 | 0.1% | 0.09% | 1248 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | Reduced | 1,116 | 153 | 0.02% | 0.02% | 1249 | -48 | -4.12% | Q4 2025 | Jan 22, 2026 |
| Employees Retirement System of Texas | History | Reduced | 1,086 | 150 | 0.0% | 0.0% | 1250 | -708 | -39.46% | Q4 2025 | Feb 09, 2026 |
| FOSTER DYKEMA CABOT & PARTNERS, LLC | History | No change | 1,094 | 150 | 0.01% | 0.01% | 1251 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Barnes Dennig Private Wealth Management LLC | History | New | 1,086 | 149 | 0.15% | — | 1252 | +1,086 | New | Q4 2025 | Jan 14, 2026 |
| McMillan Office, Inc. | History | New | 1,068 | 147 | 0.02% | — | 1253 | +1,068 | New | Q4 2025 | Feb 12, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 1,015 | 139 | 0.04% | 0.1% | 1254 | +194 | 23.63% | Q4 2025 | Feb 17, 2026 |
| State of Wyoming | History | Reduced | 1,002 | 138 | 0.02% | 0.02% | 1255 | -50 | -4.75% | Q4 2025 | Feb 11, 2026 |
| Glen Eagle Advisors, LLC | History | Reduced | 1,001 | 138 | 0.02% | 0.02% | 1256 | -8 | -0.79% | Q4 2025 | Feb 13, 2026 |
| Dunhill Financial, LLC | History | Reduced | 987 | 136 | 0.03% | 0.03% | 1257 | -8 | -0.8% | Q4 2025 | Jan 29, 2026 |
| Laurel Wealth Advisors LLC | History | New | 974 | 134 | 0.02% | — | 1258 | +974 | New | Q4 2025 | Jan 30, 2026 |
| High Note Wealth, LLC | History | No change | 974 | 134 | 0.03% | 0.02% | 1259 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Pandora Wealth, Inc. | History | No change | 977 | 134 | 0.08% | 0.08% | 1260 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Citizens National Bank Trust Department | History | No change | 925 | 127 | 0.02% | 0.02% | 1261 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Root Financial Partners, LLC | History | Added to | 916 | 126 | 0.01% | 0.01% | 1262 | +17 | 1.89% | Q4 2025 | Feb 10, 2026 |
| CGC Financial Services, LLC | History | No change | 872 | 120 | 0.03% | 0.03% | 1263 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Smithfield Trust Co | History | Added to | 863 | 118 | 0.01% | 0.0% | 1264 | +89 | 11.5% | Q4 2025 | Feb 09, 2026 |
| City State Bank | History | Added to | 856 | 118 | 0.03% | 0.03% | 1265 | +1 | 0.12% | Q4 2025 | Jan 28, 2026 |
| Cornerstone Financial Management LLC | History | New | 855 | 117 | 0.11% | — | 1266 | +855 | New | Q4 2025 | Feb 13, 2026 |
| ABOUND FINANCIAL, LLC | History | New | 848 | 116 | 0.04% | — | 1267 | +848 | New | Q4 2025 | Feb 17, 2026 |
| Garner Asset Management Corp | History | New | 840 | 115 | 0.04% | — | 1268 | +840 | New | Q4 2025 | Feb 03, 2026 |
| MCF Advisors LLC | History | Added to | 829 | 114 | 0.01% | 0.0% | 1269 | +565 | 214.02% | Q4 2025 | Feb 11, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | No change | 800 | 110 | 0.0% | 0.0% | 1270 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Crews Bank & Trust | History | No change | 786 | 108 | 0.02% | 0.01% | 1271 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | New | 754 | 103 | 0.01% | — | 1274 | +754 | New | Q4 2025 | Jan 27, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 750 | 103 | 0.01% | 0.01% | 1273 | +293 | 64.11% | Q4 2025 | Jan 28, 2026 |
| BFSG, LLC | History | Added to | 750 | 103 | 0.01% | 0.01% | 1272 | +55 | 7.91% | Q4 2025 | Jan 22, 2026 |
| Washington Trust Advisors, Inc. | History | No change | 739 | 101 | 0.01% | 0.01% | 1275 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Added to | 730 | 100 | 0.02% | 0.01% | 1276 | +376 | 106.21% | Q4 2025 | Feb 09, 2026 |
| BARCLAYS PLC | History | Added to | 709 | 97 | 0.0% | 0.0% | 1277 | +146 | 25.93% | Q4 2025 | Feb 13, 2026 |
| IMA Advisory Services, Inc. | History | Added to | 710 | 97 | 0.01% | 0.01% | 1278 | +70 | 10.94% | Q4 2025 | Feb 11, 2026 |
| Golden State Wealth Management, LLC | History | No change | 710 | 97 | 0.01% | 0.01% | 1279 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MeadowBrook Investment Advisors LLC | History | No change | 700 | 96 | 0.08% | 0.08% | 1280 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| 10Elms LLP | History | No change | 700 | 96 | 0.09% | 0.08% | 1281 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Evelyn Partners Investment Management LLP | History | No change | 700 | 96 | 0.0% | 0.0% | 1282 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| WealthCollab, LLC | History | Added to | 692 | 95 | 0.04% | 0.04% | 1284 | +25 | 3.75% | Q4 2025 | Jan 27, 2026 |
| Clearstead Trust, LLC | History | No change | 696 | 95 | 0.01% | 0.02% | 1283 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Triumph Capital Management | History | New | 676 | 93 | 0.02% | — | 1285 | +676 | New | Q4 2025 | Feb 12, 2026 |
| MTM Investment Management, LLC | History | No change | 657 | 90 | 0.03% | 0.03% | 1286 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 650 | 89 | 0.06% | 0.06% | 1287 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Lodestone Wealth Management LLC | History | New | 641 | 88 | 0.04% | — | 1288 | +641 | New | Q4 2025 | Jan 15, 2026 |
| Costello Asset Management, INC | History | Reduced | 638 | 87 | 0.03% | 0.03% | 1289 | -22 | -3.33% | Q4 2025 | Feb 03, 2026 |
| Hanson & Doremus Investment Management | History | Reduced | 625 | 86 | 0.01% | 0.01% | 1290 | -49 | -7.27% | Q4 2025 | Jan 20, 2026 |
| Compagnie Lombard Odier SCmA | History | No change | 612 | 84 | 0.0% | 0.0% | 1291 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Camelot Portfolios, LLC | History | New | 600 | 82 | 0.05% | — | 1293 | +600 | New | Q4 2025 | Jan 29, 2026 |
| FIRST FINANCIAL CORP /IN/ | History | No change | 599 | 82 | 0.03% | 0.03% | 1292 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Purpose Unlimited Inc. | History | New | 594 | 81 | 0.0% | — | 1295 | +594 | New | Q4 2025 | Mar 20, 2026 |
| Tripletail Wealth Management, LLC | History | No change | 590 | 81 | 0.1% | 0.09% | 1294 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | No change | 584 | 80 | 0.02% | 0.02% | 1296 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Advisors Preferred, LLC | History | New | 570 | 78 | 0.01% | — | 1297 | +570 | New | Q4 2025 | Feb 02, 2026 |
| TOMPKINS FINANCIAL CORP | History | No change | 560 | 77 | 0.01% | 0.01% | 1298 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| AMERIFLEX GROUP, INC. | History | Added to | 556 | 76 | 0.04% | 0.0% | 1301 | +460 | 479.17% | Q4 2025 | Feb 18, 2026 |
| Sound Income Strategies, LLC | History | Added to | 529 | 76 | 0.0% | 0.0% | 1300 | +383 | 262.33% | Q4 2025 | Jan 21, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 552 | 76 | 0.01% | 0.01% | 1299 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Financial Management Professionals, Inc. | History | Added to | 548 | 75 | 0.01% | 0.01% | 1302 | +12 | 2.24% | Q4 2025 | Jan 27, 2026 |
| Richardson Capital Management LLC | History | No change | 535 | 73 | 0.04% | 0.03% | 1303 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | No change | 462 | 72 | 0.05% | 0.04% | 1304 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Parvin Asset Management, LLC | History | No change | 525 | 72 | 0.06% | 0.06% | 1305 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MASECO LLP | History | Added to | 520 | 71 | 0.0% | 0.0% | 1307 | +97 | 22.93% | Q4 2025 | Jan 22, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 521 | 71 | 0.0% | 0.0% | 1306 | -12 | -2.25% | Q4 2025 | Feb 20, 2026 |
| First PREMIER Bank | History | Reduced | 500 | 69 | 0.02% | 0.02% | 1308 | -43 | -7.92% | Q4 2025 | Jan 23, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | Reduced | 504 | 69 | 0.05% | 0.04% | 1309 | -1 | -0.2% | Q4 2025 | Feb 10, 2026 |
| Orion Capital Management LLC | History | Reduced | 500 | 68 | 0.02% | 0.02% | 1311 | -33 | -6.19% | Q4 2025 | Feb 03, 2026 |
| GW&K Investment Management, LLC | History | Added to | 495 | 68 | 0.0% | 0.0% | 1310 | +25 | 5.32% | Q4 2025 | Feb 11, 2026 |
| True Wealth Design, LLC | History | Reduced | 496 | 68 | 0.02% | 0.02% | 1312 | -2 | -0.4% | Q4 2025 | Jan 08, 2026 |
| Centennial Bank/AR/ | History | No change | 500 | 68 | 0.03% | 0.03% | 1313 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Provenance Wealth Advisors, LLC | History | No change | 500 | 68 | 0.01% | 0.01% | 1314 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| OPTIMA CAPITAL LLC | History | New | 489 | 67 | 0.03% | — | 1316 | +489 | New | Q4 2025 | Jan 23, 2026 |
| Beacon Financial Strategies CORP | History | New | 489 | 67 | 0.04% | — | 1317 | +489 | New | Q4 2025 | Jan 12, 2026 |
| Westside Investment Management, Inc. | History | No change | 484 | 67 | 0.01% | 0.01% | 1315 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| United Financial Planning Group LLC | History | Added to | 473 | 65 | 0.04% | 0.04% | 1319 | +23 | 5.11% | Q4 2025 | Feb 11, 2026 |
| LOM Asset Management Ltd | History | No change | 475 | 65 | 0.02% | 0.02% | 1318 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Litman Gregory Wealth Management LLC | History | New | 470 | 64 | 0.0% | — | 1320 | +470 | New | Q4 2025 | Feb 12, 2026 |
| ORG Partners LLC | History | Added to | 471 | 64 | 0.01% | 0.0% | 1321 | +261 | 124.29% | Q4 2025 | Jan 14, 2026 |
| Trust Co | History | Added to | 459 | 63 | 0.01% | 0.0% | 1322 | +159 | 53.0% | Q4 2025 | Jan 15, 2026 |
| Missouri Trust & Investment Co | History | No change | 459 | 63 | 0.02% | 0.02% | 1323 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Union Bancaire Privee, UBP SA | History | Added to | 600 | 61 | 0.0% | 0.0% | 1325 | +319 | 113.52% | Q4 2025 | Jan 05, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 444 | 61 | 0.0% | 0.0% | 1324 | -5 | -1.11% | Q4 2025 | Feb 06, 2026 |
| Harbor Asset Planning, Inc. | History | No change | 441 | 60 | 0.05% | 0.05% | 1326 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Asset Dedication, LLC | History | Added to | 428 | 59 | 0.0% | 0.0% | 1327 | +100 | 30.49% | Q4 2025 | Jan 26, 2026 |
| WPG Advisers, LLC | History | Added to | 421 | 58 | 0.04% | 0.02% | 1329 | +206 | 95.81% | Q4 2025 | Jan 28, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Reduced | 422 | 58 | 0.02% | 0.05% | 1328 | -185 | -30.48% | Q4 2025 | Jan 22, 2026 |
| Hilltop National Bank | History | Reduced | 400 | 55 | 0.01% | 0.02% | 1330 | -138 | -25.65% | Q4 2025 | Jan 07, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 400 | 55 | 0.02% | 0.02% | 1331 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Bogart Wealth, LLC | History | No change | 392 | 54 | 0.0% | 0.0% | 1332 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Strategic Wealth Advisors LLC | History | New | 382 | 52 | 0.04% | — | 1335 | +382 | New | Q4 2025 | Feb 03, 2026 |
| Quaker Wealth Management, LLC | History | Added to | 381 | 52 | 0.02% | 0.01% | 1334 | +29 | 8.24% | Q4 2025 | Jan 28, 2026 |
| TORONTO DOMINION BANK | History | No change | 375 | 52 | 0.0% | 0.0% | 1333 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| McIlrath & Eck, LLC | History | No change | 375 | 51 | 0.0% | 0.0% | 1336 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| BROADWATER CAPITAL MANAGEMENT LLC | History | No change | 370 | 51 | 0.04% | 0.03% | 1337 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Vermillion Wealth Management, Inc. | History | No change | 365 | 50 | 0.02% | 0.01% | 1338 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | No change | 350 | 48 | 0.02% | 0.02% | 1339 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 321 | 47 | 0.01% | — | 1341 | +319 | 15950.0% | Q4 2025 | Feb 02, 2026 |
| COUNTRY TRUST BANK | History | No change | 342 | 47 | 0.0% | 0.0% | 1340 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | Added to | 339 | 46 | 0.0% | 0.0% | 1342 | +2 | 0.59% | Q4 2025 | Feb 11, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 334 | 46 | 0.01% | 0.01% | 1343 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 326 | 44 | 0.0% | 0.0% | 1344 | +140 | 75.27% | Q4 2025 | Jan 20, 2026 |
| Aventura Private Wealth, LLC | History | No change | 324 | 44 | 0.02% | 0.02% | 1345 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Solstein Capital, LLC | History | No change | 300 | 41 | 0.02% | 0.01% | 1346 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Legacy Bridge, LLC | History | No change | 292 | 40 | 0.02% | 0.02% | 1347 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| ALERUS FINANCIAL NA | History | No change | 281 | 38 | 0.0% | 0.0% | 1348 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 281 | 38 | 0.0% | 0.0% | 1349 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Retirement Wealth Solutions LLC | History | No change | 277 | 38 | 0.02% | 0.02% | 1350 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Rakuten Securities, Inc. | History | Reduced | 269 | 37 | 0.01% | 0.05% | 1352 | -721 | -72.83% | Q4 2025 | Jan 29, 2026 |
| Signature Equity Partners, LLC | History | New | 273 | 37 | 0.02% | — | 1353 | +273 | New | Q4 2025 | Feb 17, 2026 |
| SOUTH PLAINS FINANCIAL, INC. | History | No change | 271 | 37 | 0.02% | 0.02% | 1351 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Added to | 263 | 36 | 0.01% | 0.01% | 1355 | +5 | 1.94% | Q4 2025 | Jan 15, 2026 |
| New Millennium Group LLC | History | No change | 267 | 36 | 0.02% | 0.02% | 1354 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Bank of New Hampshire | History | New | 255 | 35 | 0.01% | — | 1357 | +255 | New | Q4 2025 | Mar 16, 2026 |
| Measured Wealth Private Client Group, LLC | History | No change | 259 | 35 | 0.01% | 0.01% | 1356 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Garton & Associates Financial Advisors LLC | History | New | 250 | 34 | 0.02% | — | 1360 | +250 | New | Q4 2025 | Feb 18, 2026 |
| RESOURCES MANAGEMENT CORP /CT/ /ADV | History | No change | 250 | 34 | 0.0% | 0.0% | 1358 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 250 | 34 | 0.02% | 0.02% | 1359 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| Frazier Financial Advisors, LLC | History | Added to | 242 | 33 | 0.02% | 0.02% | 1362 | +42 | 21.0% | Q4 2025 | Feb 09, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | No change | 245 | 33 | 0.0% | 0.0% | 1361 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| TSFG, LLC | History | No change | 233 | 32 | 0.0% | 0.0% | 1363 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Pflug Koory, LLC | History | Reduced | 225 | 31 | 0.01% | 0.03% | 1365 | -300 | -57.14% | Q4 2025 | Jan 20, 2026 |
| Bank of Jackson Hole Trust | History | Added to | 231 | 31 | 0.01% | 0.0% | 1366 | +187 | 425.0% | Q4 2025 | Feb 12, 2026 |
| WEBSTER BANK, N. A. | History | No change | 225 | 31 | 0.0% | 0.0% | 1364 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| ADIRONDACK TRUST CO | History | No change | 220 | 30 | 0.01% | 0.01% | 1367 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Nexus Investment Management ULC | History | No change | 220 | 30 | 0.0% | 0.0% | 1368 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 213 | 29 | 0.0% | 0.0% | 1369 | +113 | 113.0% | Q4 2025 | Feb 24, 2026 |
| Crewe Advisors LLC | History | Reduced | 206 | 28 | 0.0% | 0.01% | 1371 | -616 | -74.94% | Q4 2025 | Jan 16, 2026 |
| CrossGen Wealth, LLC | History | New | 206 | 28 | 0.02% | — | 1376 | +206 | New | Q4 2025 | Feb 19, 2026 |
| Coston, McIsaac & Partners | History | Added to | 206 | 28 | 0.01% | 0.01% | 1375 | +36 | 21.18% | Q4 2025 | Feb 03, 2026 |
| TrinityBridge Ltd | History | No change | 200 | 28 | 0.0% | 0.0% | 1370 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 207 | 28 | 0.0% | 0.0% | 1372 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Center for Financial Planning, Inc. | History | No change | 210 | 28 | 0.0% | 0.0% | 1373 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Red Tortoise LLC | History | No change | 207 | 28 | 0.01% | 0.01% | 1374 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Smallwood Wealth Investment Management, LLC | History | No change | 200 | 27 | 0.01% | 0.01% | 1377 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | History | No change | 193 | 26 | 0.01% | 0.01% | 1378 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Raiffeisen Bank International AG | History | No change | 255 | 26 | 0.0% | 0.0% | 1379 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Park Place Capital Corp | History | Added to | 187 | 25 | 0.01% | 0.0% | 1380 | +35 | 23.03% | Q4 2025 | Jan 09, 2026 |
| Arlington Trust Co LLC | History | New | 179 | 24 | 0.0% | — | 1384 | +179 | New | Q4 2025 | Jan 30, 2026 |
| BAYBAN | History | New | 175 | 24 | 0.02% | — | 1385 | +175 | New | Q4 2025 | Mar 05, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Added to | 176 | 24 | 0.01% | — | 1381 | +170 | 2833.33% | Q4 2025 | Jan 20, 2026 |
| FIRST UNITED BANK & TRUST | History | No change | 175 | 24 | 0.01% | 0.01% | 1382 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Quintet Private Bank (Europe) S.A. | History | No change | 181 | 24 | 0.0% | 0.0% | 1383 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Mowery & Schoenfeld Wealth Management, LLC | History | New | 171 | 23 | 0.03% | — | 1387 | +171 | New | Q4 2025 | Jan 28, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 171 | 23 | 0.0% | — | 1388 | +171 | New | Q4 2025 | Feb 09, 2026 |
| CBIZ Investment Advisory Services, LLC | History | New | 167 | 23 | 0.0% | — | 1386 | +167 | New | Q4 2025 | Feb 09, 2026 |
| TFC Financial Management, Inc. | History | No change | 162 | 22 | 0.0% | 0.0% | 1389 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | No change | 162 | 22 | 0.01% | 0.01% | 1390 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Copia Wealth Management | History | No change | 160 | 22 | 0.02% | 0.01% | 1391 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| FINANCIAL CONSULATE, INC | History | Added to | 154 | 21 | 0.0% | 0.0% | 1392 | +30 | 24.19% | Q4 2025 | Jan 22, 2026 |
| Towne Trust Company, N.A | History | New | 149 | 20 | 0.01% | — | 1394 | +149 | New | Q4 2025 | Jan 26, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | Reduced | 148 | 20 | 0.01% | 0.02% | 1396 | -17 | -10.3% | Q4 2025 | Feb 10, 2026 |
| CITY HOLDING CO | History | No change | 152 | 20 | 0.0% | 0.0% | 1393 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Imprint Wealth LLC | History | No change | 150 | 20 | 0.09% | 0.06% | 1395 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Financial Network Wealth Advisors LLC | History | Added to | 139 | 19 | 0.02% | 0.01% | 1398 | +52 | 59.77% | Q4 2025 | Feb 13, 2026 |
| Wealth Watch Advisors, INC | History | Added to | 142 | 19 | 0.01% | 0.01% | 1399 | +9 | 6.77% | Q4 2025 | Feb 17, 2026 |
| Cedar Mountain Advisors, LLC | History | Reduced | 139 | 19 | 0.0% | 0.0% | 1397 | -3 | -2.11% | Q4 2025 | Feb 11, 2026 |
| SWAN Capital LLC | History | New | 131 | 18 | 0.01% | — | 1401 | +131 | New | Q4 2025 | Feb 12, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Reduced | 132 | 18 | 0.0% | 0.0% | 1400 | -100 | -43.1% | Q4 2025 | Feb 12, 2026 |
| HAGER INVESTMENT MANAGEMENT SERVICES, LLC | History | Added to | 128 | 17 | 0.01% | 0.01% | 1404 | +42 | 48.84% | Q4 2025 | Jan 22, 2026 |
| First Command Advisory Services, Inc. | History | Added to | 130 | 17 | 0.0% | 0.0% | 1402 | +30 | 30.0% | Q4 2025 | Feb 11, 2026 |
| Bare Financial Services, Inc | History | No change | 124 | 17 | 0.0% | 0.0% | 1403 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| High Point Wealth Management, LLC | History | New | 123 | 16 | 0.02% | — | 1408 | +123 | New | Q4 2025 | Jan 29, 2026 |
| Abound Wealth Management | History | Added to | 117 | 16 | 0.0% | 0.0% | 1407 | +102 | 680.0% | Q4 2025 | Jan 12, 2026 |
| Lavaca Capital LLC | History | No change | 119 | 16 | 0.0% | 0.0% | 1405 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Princeton Global Asset Management LLC | History | No change | 123 | 16 | 0.0% | 0.0% | 1406 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Navalign, LLC | History | New | 113 | 15 | 0.0% | — | 1411 | +113 | New | Q4 2025 | Feb 05, 2026 |
| Principia Wealth Advisory, LLC | History | Added to | 110 | 15 | 0.01% | 0.01% | 1413 | +2 | 1.85% | Q4 2025 | Feb 10, 2026 |
| Darwin Wealth Management, LLC | History | No change | 112 | 15 | 0.0% | 0.0% | 1409 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Pacific Center for Financial Services | History | No change | 123 | 15 | 0.0% | 0.0% | 1410 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 116 | 15 | 0.0% | 0.0% | 1412 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Reduced | 104 | 14 | 0.01% | 0.01% | 1414 | -141 | -57.55% | Q4 2025 | Feb 03, 2026 |
| Park Square Financial Group, LLC | History | Reduced | 150 | 14 | 0.08% | 0.1% | 1416 | -23 | -13.29% | Q4 2025 | Feb 05, 2026 |
| Asset Planning,Inc | History | No change | 107 | 14 | 0.01% | 0.01% | 1415 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Hamrick Investment Counsel, llc | History | New | 100 | 13 | 0.01% | — | 1421 | +100 | New | Q4 2025 | Mar 31, 2026 |
| FIRST COMMUNITY TRUST NA | History | No change | 98 | 13 | 0.01% | 0.01% | 1417 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Westend Capital Management, LLC | History | No change | 100 | 13 | 0.0% | 0.0% | 1418 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Horrell Capital Management, Inc. | History | No change | 100 | 13 | 0.01% | 0.01% | 1419 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| West Branch Capital LLC | History | No change | 100 | 13 | 0.0% | 0.0% | 1420 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Added to | 88 | 12 | 0.0% | 0.0% | 1422 | +20 | 29.41% | Q4 2025 | Feb 23, 2026 |
| New England Capital Financial Advisors LLC | History | No change | 91 | 12 | 0.0% | 0.0% | 1423 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Aventus Investment Advisors, Inc. | History | No change | 90 | 12 | 0.01% | 0.01% | 1424 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Archer Investment Corp | History | Reduced | 86 | 11 | 0.0% | 0.0% | 1425 | -87 | -50.29% | Q4 2025 | Jan 30, 2026 |
| ENTRUST FINANCIAL LLC | History | New | 85 | 11 | 0.01% | — | 1432 | +85 | New | Q4 2025 | Feb 06, 2026 |
| Basepoint Wealth LLC | History | New | 84 | 11 | 0.01% | — | 1431 | +84 | New | Q4 2025 | Feb 10, 2026 |
| Nemes Rush Group LLC | History | New | 80 | 11 | 0.0% | — | 1428 | +80 | New | Q4 2025 | Feb 11, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 80 | 11 | 0.0% | 0.0% | 1426 | 0 | 0.0% | Q4 2025 | Feb 27, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 83 | 11 | 0.0% | 0.0% | 1427 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Access Investment Management LLC | History | No change | 93 | 11 | 0.0% | 0.0% | 1429 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Prudent Man Investment Management, Inc. | History | No change | 84 | 11 | 0.0% | 0.0% | 1430 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 78 | 10 | 0.0% | 0.0% | 1433 | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| Quattro Advisors LLC | History | New | 67 | 9 | 0.01% | — | 1437 | +67 | New | Q4 2025 | Feb 13, 2026 |
| Safe Harbor Fiduciary, LLC | History | New | 66 | 9 | 0.01% | — | 1435 | +66 | New | Q4 2025 | Feb 17, 2026 |
| Whipplewood Advisors, LLC | History | New | 66 | 9 | 0.01% | — | 1436 | +66 | New | Q4 2025 | Feb 17, 2026 |
| Mascoma Wealth Management LLC | History | No change | 67 | 9 | 0.0% | 0.0% | 1434 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | New | 65 | 8 | 0.0% | — | 1438 | +65 | New | Q4 2025 | Jan 30, 2026 |
| Stephens Consulting, LLC | History | New | 61 | 8 | 0.0% | — | 1441 | +61 | New | Q4 2025 | Jan 13, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | New | 60 | 8 | 0.0% | — | 1439 | +60 | New | Q4 2025 | Feb 05, 2026 |
| Creative Capital Management Investments LLC | History | No change | 59 | 8 | 0.0% | 0.0% | 1440 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Caitlin John, LLC | History | No change | 62 | 8 | 0.01% | 0.0% | 1442 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Boreal Capital Management LLC | History | No change | 65 | 8 | 0.01% | 0.01% | 1443 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Strive Financial Group ,LLC | History | New | 55 | 7 | 0.0% | — | 1449 | +55 | New | Q4 2025 | Feb 18, 2026 |
| Jessup Wealth Management, Inc | History | New | 51 | 7 | 0.0% | — | 1448 | +51 | New | Q4 2025 | Feb 11, 2026 |
| Ninety One UK Ltd | History | No change | 52 | 7 | 0.0% | 0.0% | 1444 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | No change | 56 | 7 | 0.0% | 0.0% | 1445 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Team Financial Group, LLC | History | No change | 58 | 7 | 0.0% | 0.0% | 1446 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Fortitude Family Office, LLC | History | No change | 53 | 7 | 0.0% | 0.0% | 1447 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 45 | 6 | 0.01% | — | 1456 | +45 | New | Q4 2025 | Feb 10, 2026 |
| Ankerstar Wealth, LLC | History | New | 44 | 6 | 0.01% | — | 1455 | +44 | New | Q4 2025 | Feb 12, 2026 |
| Indiana Trust & Investment Management Co | History | Reduced | 50 | 6 | 0.0% | 0.0% | 1450 | -25 | -33.33% | Q4 2025 | Jan 21, 2026 |
| Cedar Wealth Management, LLC | History | No change | 50 | 6 | 0.0% | 0.0% | 1451 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Morse Asset Management, Inc | History | No change | 49 | 6 | 0.0% | 0.0% | 1452 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Bradley & Co. Private Wealth Management, LLC | History | No change | 45 | 6 | 0.0% | 0.0% | 1453 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 45 | 6 | 0.0% | 0.0% | 1454 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 39 | 5 | 0.0% | 0.0% | 1457 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Wealth Preservation Advisors, LLC | History | No change | 39 | 5 | 0.0% | 0.0% | 1458 | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| Hughes Financial Services, LLC | History | No change | 39 | 5 | 0.0% | 0.0% | 1459 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Acumen Wealth Advisors, LLC | History | New | 35 | 4 | 0.0% | — | 1465 | +35 | New | Q4 2025 | Feb 13, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | New | 34 | 4 | 0.0% | — | 1463 | +34 | New | Q4 2025 | Feb 17, 2026 |
| Johnson Financial Group, Inc. | History | New | 33 | 4 | 0.0% | — | 1461 | +33 | New | Q4 2025 | Feb 12, 2026 |
| Estate Planners Group, LLC | History | New | 30 | 4 | 0.0% | — | 1466 | +30 | New | Q4 2025 | Apr 07, 2026 |
| TD Capital Management LLC | History | Added to | 33 | 4 | 0.0% | 0.0% | 1462 | +12 | 57.14% | Q4 2025 | Feb 26, 2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | History | No change | 31 | 4 | 0.0% | 0.0% | 1460 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Quent Capital, LLC | History | No change | 36 | 4 | 0.0% | 0.0% | 1464 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Newbridge Financial Services Group, Inc. | History | Reduced | 27 | 3 | 0.0% | 0.0% | 1469 | -41 | -60.29% | Q4 2025 | Jan 21, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | New | 25 | 3 | 0.0% | — | 1472 | +25 | New | Q4 2025 | Feb 10, 2026 |
| REDMONT WEALTH ADVISORS LLC | History | Reduced | 24 | 3 | 0.0% | 0.01% | 1470 | -24 | -50.0% | Q4 2025 | Feb 06, 2026 |
| Dogwood Wealth Management LLC | History | New | 22 | 3 | 0.0% | — | 1475 | +22 | New | Q4 2025 | Feb 04, 2026 |
| Stone House Investment Management, LLC | History | Added to | 27 | 3 | 0.0% | 0.0% | 1467 | +2 | 8.0% | Q4 2025 | Jan 21, 2026 |
| American Capital Advisory, LLC | History | Added to | 26 | 3 | 0.0% | 0.0% | 1473 | +2 | 8.33% | Q4 2025 | Jan 30, 2026 |
| Farmers & Merchants Trust Co of Chambersburg PA | History | No change | 22 | 3 | 0.0% | 0.0% | 1468 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| DecisionPoint Financial, LLC | History | No change | 25 | 3 | 0.0% | 0.0% | 1471 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Navigoe, LLC | History | No change | 23 | 3 | 0.0% | 0.0% | 1474 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Horizon Investments, LLC | History | Reduced | 16 | 2 | 0.0% | 0.0% | 1478 | -18 | -52.94% | Q4 2025 | Feb 02, 2026 |
| Lummis Asset Management, LP | History | New | 16 | 2 | 0.0% | — | 1482 | +16 | New | Q4 2025 | Feb 10, 2026 |
| Advocate Investing Services LLC | History | New | 15 | 2 | 0.0% | — | 1483 | +15 | New | Q4 2025 | Feb 12, 2026 |
| Hartford Financial Management Inc. | History | No change | 19 | 2 | 0.0% | 0.0% | 1476 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Marquette Asset Management, LLC | History | No change | 17 | 2 | 0.0% | 0.0% | 1477 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| NVWM, LLC | History | No change | 20 | 2 | 0.0% | 0.0% | 1479 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Kozak & Associates, Inc. | History | No change | 21 | 2 | 0.0% | 0.0% | 1480 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Corsicana & Co. | History | No change | 16 | 2 | 0.0% | 0.0% | 1481 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| KERR FINANCIAL PLANNING Corp | History | Reduced | 7 | 1 | 0.0% | 0.0% | 1491 | -19 | -73.08% | Q4 2025 | Feb 10, 2026 |
| Luminist Capital LLC | History | New | 13 | 1 | 0.0% | — | 1486 | +13 | New | Q4 2025 | Feb 13, 2026 |
| Networth Advisors, LLC | History | New | 10 | 1 | 0.0% | — | 1492 | +10 | New | Q4 2025 | Jan 22, 2026 |
| Kilter Group LLC | History | Reduced | 14 | 1 | 0.0% | 0.0% | 1490 | -3 | -17.65% | Q4 2025 | Feb 13, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 12 | 1 | 0.0% | 0.0% | 1484 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Winch Advisory Services, LLC | History | No change | 11 | 1 | 0.0% | 0.0% | 1485 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Gold Investment Management Ltd. | History | No change | 10 | 1 | 0.0% | 0.0% | 1487 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Granite FO LLC | History | No change | 14 | 1 | 0.0% | 0.0% | 1488 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Nova Wealth Management, Inc. | History | No change | 8 | 1 | 0.0% | 0.0% | 1489 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Arlington Partners LLC | History | Closed out | 0 | 0 | — | 1.76% | — | -39,628 | -100.0% | Q3 2025 | Oct 28, 2025 |
| Hayek Kallen Investment Management | History | Closed out | 0 | 0 | — | 1.57% | — | -38,865 | -100.0% | Q3 2025 | Nov 14, 2025 |
| ASHTON THOMAS SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.62% | — | -34,439 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Pinpoint Asset Management (Singapore) Pte. Ltd. | History | Closed out | 0 | 0 | — | 0.46% | — | -20,000 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Legacy Financial Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.27% | — | -15,061 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Morningstar Investment Management LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -13,842 | -100.0% | Q3 2025 | Nov 17, 2025 |
| FOX RUN MANAGEMENT, L.L.C. | History | Closed out | 0 | 0 | — | 0.25% | — | -12,349 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Kiker Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.76% | — | -11,749 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Graham Capital Management, L.P. | History | Closed out | 0 | 0 | — | 0.02% | — | -10,455 | -100.0% | Q3 2025 | Nov 14, 2025 |
| BRIGHTON JONES LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -6,679 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Ignite Planners, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -5,762 | -100.0% | Q3 2025 | Oct 08, 2025 |
| Hartford Funds Management Co LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -4,493 | -100.0% | Q3 2025 | Nov 13, 2025 |
| SteelPeak Wealth, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -4,133 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Sageworth Trust Co | History | Closed out | 0 | 0 | — | 0.02% | — | -3,310 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Consolidated Portfolio Review Corp | History | Closed out | 0 | 0 | — | 0.04% | — | -2,629 | -100.0% | Q3 2025 | Nov 12, 2025 |
| LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE | History | Closed out | 0 | 0 | — | 0.06% | — | -2,402 | -100.0% | Q3 2025 | Oct 20, 2025 |
| SUMMIT SECURITIES GROUP LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -2,365 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Cardinal Point Capital Management ULC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,345 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Brevan Howard Capital Management LP | History | Closed out | 0 | 0 | — | 0.0% | — | -2,282 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Blue Barn Wealth, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -2,277 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CAPITAL ADVISORS INC/OK | History | Closed out | 0 | 0 | — | 0.0% | — | -2,027 | -100.0% | Q3 2025 | Oct 21, 2025 |
| SANDERS MORRIS HARRIS LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -2,000 | -100.0% | Q3 2025 | Oct 07, 2025 |
| Bank Julius Baer & Co. Ltd, Zurich | History | Closed out | 0 | 0 | — | 0.0% | — | -2,000 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Allred Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -1,929 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Centiva Capital, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -1,910 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TOWNSQUARE CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -1,894 | -100.0% | Q3 2025 | Nov 03, 2025 |
| von Borstel & Associates, Inc. | History | Closed out | 0 | 0 | — | 0.04% | — | -1,822 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Grey Fox Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -1,768 | -100.0% | Q3 2025 | Oct 29, 2025 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,747 | -100.0% | Q3 2025 | Oct 29, 2025 |
| TRITONPOINT WEALTH, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,690 | -100.0% | Q3 2025 | Oct 15, 2025 |
| GM Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,668 | -100.0% | Q3 2025 | Nov 19, 2025 |
| Total Clarity Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.06% | — | -1,638 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Madison Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,619 | -100.0% | Q3 2025 | Nov 06, 2025 |
| CRA Financial Services, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -1,616 | -100.0% | Q3 2025 | Oct 16, 2025 |
| Centurion Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -1,600 | -100.0% | Q3 2025 | Oct 09, 2025 |
| AllSquare Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -1,479 | -100.0% | Q3 2025 | Jan 12, 2026 |
| North Capital, Inc. | History | Closed out | 0 | 0 | — | 0.11% | — | -1,106 | -100.0% | Q3 2025 | Oct 09, 2025 |
| Twin Tree Management, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -1,100 | -100.0% | Q3 2025 | Nov 13, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -982 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Ramirez Asset Management, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -900 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Pathway Financial Advisers, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -603 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Alpine Bank Wealth Management | History | Closed out | 0 | 0 | — | 0.01% | — | -300 | -100.0% | Q3 2025 | Oct 22, 2025 |
| VSM Wealth Advisory, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -292 | -100.0% | Q3 2025 | Nov 13, 2025 |
| MidFirst Bank | History | New | 290 | 0 | — | — | — | +290 | New | Q4 2025 | Feb 25, 2026 |
| CONSULTIVA WEALTH MANAGEMENT, CORP. | History | Closed out | 0 | 0 | — | 0.06% | — | -180 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Seneschal Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -178 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Canton Hathaway, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -159 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Strengthening Families & Communities, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -148 | -100.0% | Q3 2025 | Nov 04, 2025 |
| JPL Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -91 | -100.0% | Q3 2025 | Nov 14, 2025 |
| OLD SECOND NATIONAL BANK OF AURORA | History | Closed out | 0 | 0 | — | 0.0% | — | -84 | -100.0% | Q3 2025 | Oct 22, 2025 |
| HighMark Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -60 | -100.0% | Q3 2025 | Oct 20, 2025 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -59 | -100.0% | Q3 2025 | Oct 16, 2025 |
| Clean Yield Group | History | Closed out | 0 | 0 | — | 0.0% | — | -57 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Friedenthal Financial | History | Closed out | 0 | 0 | — | 0.0% | — | -52 | -100.0% | Q3 2025 | Oct 15, 2025 |
| WOLFF WIESE MAGANA LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -49 | -100.0% | Q3 2025 | Oct 28, 2025 |
| Accent Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -40 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Quest 10 Wealth Builders, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -38 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Main Street Group, LTD | History | Closed out | 0 | 0 | — | 0.0% | — | -36 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Global Wealth Strategies & Associates | History | Closed out | 0 | 0 | — | 0.0% | — | -20 | -100.0% | Q3 2025 | Oct 02, 2025 |
| PERRITT CAPITAL MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -17 | -100.0% | Q3 2025 | Nov 17, 2025 |
| PROFFITT & GOODSON INC | History | Closed out | 0 | 0 | — | 0.0% | — | -14 | -100.0% | Q3 2025 | Oct 21, 2025 |
| VIRTUS ADVISERS, LLC | History | New | 7 | 0 | — | — | — | +7 | New | Q4 2025 | Feb 13, 2026 |
| Reyes Financial Architecture, Inc. | History | New | 7 | 0 | — | — | — | +7 | New | Q4 2025 | Jan 26, 2026 |
| Bear Mountain Capital, Inc. | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q3 2025 | Nov 12, 2025 |
| MCGUIRE CAPITAL ADVISORS INC | History | New | 4 | 0 | — | — | — | +4 | New | Q4 2025 | Feb 19, 2026 |
| Kingdom Financial Group LLC. | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 06, 2026 |
| Financial Freedom, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Turning Point Benefit Group, Inc. | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |