SCHWAB STRATEGIC TRUST - SCHD
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Added to | 46,945,144 | 1,287,705 | 0.09% | 0.05% | 1 | +20,593,107 | 78.15% | Q4 2025 | Feb 17, 2026 |
| Rakuten Investment Management, Inc. | History | No change | 41,592,034 | 1,127,144 | 3.8% | 4.01% | 2 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | Reduced | 34,606,028 | 949,243 | 1.04% | 1.11% | 3 | -409,891 | -1.17% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Reduced | 32,153,434 | 881,968 | 0.24% | 0.29% | 4 | -4,139,914 | -11.41% | Q4 2025 | Feb 11, 2026 |
| SUMITOMO LIFE INSURANCE CO | History | No change | 31,050,000 | 851,701 | 23.32% | 26.32% | 5 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MORGAN STANLEY | History | Reduced | 25,858,157 | 709,289 | 0.04% | 0.05% | 6 | -1,367,596 | -5.02% | Q4 2025 | Feb 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 16,212,689 | 444,714 | 0.13% | 0.14% | 7 | -1,812,868 | -10.06% | Q4 2025 | Feb 10, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 15,517,045 | 425,632 | 0.13% | 0.14% | 8 | -905,362 | -5.51% | Q4 2025 | Feb 18, 2026 |
| UBS Group AG | History | Reduced | 14,143,327 | 387,951 | 0.06% | 0.06% | 9 | -379,333 | -2.61% | Q4 2025 | Jan 29, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 14,050,361 | 385,401 | 0.24% | 0.28% | 10 | -1,501,774 | -9.66% | Q4 2025 | Feb 10, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 13,535,721 | 371,284 | 2.95% | 4.04% | 11 | -14,745,621 | -52.14% | Q4 2025 | Feb 13, 2026 |
| Wealthfront Advisers LLC | History | Reduced | 12,887,457 | 353,502 | 0.79% | 0.84% | 12 | -281,404 | -2.14% | Q4 2025 | Jan 30, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 10,203,553 | 279,883 | 0.05% | 0.05% | 13 | +552,907 | 5.73% | Q4 2025 | Feb 13, 2026 |
| Avantax Planning Partners, Inc. | History | Added to | 10,106,223 | 277,213 | 7.75% | 7.62% | 14 | +366,548 | 3.76% | Q4 2025 | Feb 05, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 10,008,633 | 274,536 | 0.37% | 0.42% | 15 | -1,912,504 | -16.04% | Q4 2025 | Feb 12, 2026 |
| Cassaday & Co Wealth Management LLC | History | Added to | 9,244,248 | 253,569 | 5.34% | 3.82% | 16 | +3,170,728 | 52.21% | Q4 2025 | Feb 03, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 9,198,155 | 252,327 | 0.37% | 0.46% | 17 | -2,659,720 | -22.43% | Q4 2025 | Feb 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 8,596,926 | 235,911 | 0.05% | 0.06% | 18 | -701,450 | -7.54% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 7,995,065 | 219,304 | 0.04% | — | 19 | +7,995,065 | New | Q4 2025 | Feb 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 7,692,427 | 216,085 | 0.29% | 0.48% | 20 | -3,884,043 | -33.55% | Q4 2025 | Jan 08, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 7,022,759 | 192,634 | 0.31% | 0.26% | 21 | +1,694,144 | 31.79% | Q4 2025 | Feb 10, 2026 |
| Mariner, LLC | History | Reduced | 6,899,443 | 189,251 | 0.23% | 0.26% | 22 | -354,105 | -4.88% | Q4 2025 | Feb 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 6,369,444 | 174,714 | 0.46% | 0.52% | 23 | -521,362 | -7.57% | Q4 2025 | Feb 05, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 6,298,234 | 172,760 | 0.42% | 0.43% | 24 | +345,987 | 5.81% | Q4 2025 | Feb 13, 2026 |
| Keystone Financial Planning, Inc. | History | Reduced | 6,037,750 | 165,615 | 48.03% | 48.8% | 25 | -113,004 | -1.84% | Q4 2025 | Jan 07, 2026 |
| CWM, LLC | History | Added to | 5,505,058 | 151,004 | 0.41% | 0.44% | 26 | +111,563 | 2.07% | Q4 2025 | Jan 26, 2026 |
| Cerity Partners LLC | History | Reduced | 5,432,741 | 149,020 | 0.22% | 0.29% | 27 | -1,167,197 | -17.68% | Q4 2025 | Feb 11, 2026 |
| HighTower Advisors, LLC | History | Reduced | 5,411,808 | 148,445 | 0.16% | 0.18% | 28 | -272,730 | -4.8% | Q4 2025 | Feb 06, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 5,292,537 | 145,174 | 0.01% | 0.01% | 29 | +675,686 | 14.64% | Q4 2025 | Feb 11, 2026 |
| HHM Wealth Advisors, LLC | History | Reduced | 5,018,281 | 137,651 | 16.2% | 16.07% | 30 | -68,932 | -1.36% | Q4 2025 | Jan 22, 2026 |
| Creative Planning | History | Reduced | 4,291,559 | 117,717 | 0.08% | 0.09% | 31 | -110,336 | -2.51% | Q4 2025 | Feb 17, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 3,871,578 | 106,197 | 0.14% | 0.14% | 32 | +36,366 | 0.95% | Q4 2025 | Feb 02, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 3,556,662 | 97,559 | 0.35% | 0.35% | 33 | -112,097 | -3.06% | Q4 2025 | Jan 30, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 3,513,200 | 96,367 | 0.01% | 0.01% | 34 | +624,212 | 21.61% | Q4 2025 | Feb 17, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 3,396,225 | 93,158 | 0.38% | 0.43% | 35 | -49,973 | -1.45% | Q4 2025 | Feb 13, 2026 |
| Berger Financial Group, Inc | History | Added to | 3,152,856 | 86,482 | 5.0% | 4.99% | 36 | +95,645 | 3.13% | Q4 2025 | Jan 27, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 3,147,428 | 86,333 | 0.05% | 0.05% | 37 | +264,868 | 9.19% | Q4 2025 | Feb 17, 2026 |
| Allworth Financial LP | History | New | 2,737,782 | 75,097 | 0.31% | — | 38 | +2,737,782 | New | Q4 2025 | Feb 05, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 2,627,467 | 72,071 | 0.89% | 0.99% | 39 | -171,181 | -6.12% | Q4 2025 | Jan 26, 2026 |
| Cresset Asset Management, LLC | History | Added to | 2,622,610 | 71,938 | 0.3% | 0.29% | 40 | +151,643 | 6.14% | Q4 2025 | Feb 17, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 2,550,170 | 69,951 | 0.22% | 0.24% | 41 | -210,857 | -7.64% | Q4 2025 | Feb 02, 2026 |
| Bouchey Financial Group Ltd | History | Reduced | 2,536,062 | 69,564 | 5.22% | 6.51% | 42 | -559,812 | -18.08% | Q4 2025 | Jan 16, 2026 |
| Asset Advisors Investment Management, LLC | History | Reduced | 2,534,491 | 69,521 | 6.41% | 6.83% | 43 | -108,331 | -4.1% | Q4 2025 | Jan 23, 2026 |
| Charles Schwab Trust Bank | History | Added to | 2,498,231 | 68,526 | 100.0% | 100.0% | 44 | +480,472 | 23.81% | Q4 2025 | Feb 13, 2026 |
| Golden Reserve Retirement LLC | History | Added to | 2,399,550 | 65,819 | 12.15% | 13.91% | 45 | +436,270 | 22.22% | Q4 2025 | Jan 29, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 2,248,802 | 61,683 | 0.06% | 0.06% | 46 | +27,340 | 1.23% | Q4 2025 | Feb 13, 2026 |
| MAI Capital Management | History | Added to | 2,246,369 | 61,617 | 0.35% | 0.37% | 47 | +54,188 | 2.47% | Q4 2025 | Feb 13, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 2,232,059 | 61,225 | 0.38% | 0.38% | 48 | +44,509 | 2.03% | Q4 2025 | Jan 29, 2026 |
| LVW Advisors, LLC | History | Reduced | 2,228,967 | 61,140 | 6.2% | 6.58% | 49 | -129,969 | -5.51% | Q4 2025 | Jan 14, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 2,183,630 | 59,896 | 2.09% | 3.11% | 50 | -1,014,418 | -31.72% | Q4 2025 | Jan 12, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 2,115,357 | 58,024 | 0.09% | 0.17% | 51 | -1,729,941 | -44.99% | Q4 2025 | Feb 13, 2026 |
| Summit Asset Management, LLC | History | Added to | 2,036,541 | 55,862 | 7.9% | 8.31% | 52 | +57,502 | 2.91% | Q4 2025 | Feb 09, 2026 |
| CVA Family Office, LLC | History | Reduced | 1,995,005 | 54,722 | 6.29% | 7.62% | 53 | -173,351 | -7.99% | Q4 2025 | Jan 12, 2026 |
| Summit Financial Wealth Advisors, LLC | History | Reduced | 1,981,994 | 54,366 | 7.78% | 8.58% | 54 | -29,411 | -1.46% | Q4 2025 | Jan 27, 2026 |
| HOWARD FINANCIAL SERVICES, LTD. | History | Reduced | 1,955,537 | 53,640 | 6.27% | 6.65% | 55 | -34,712 | -1.74% | Q4 2025 | Jan 12, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Reduced | 1,888,374 | 51,798 | 1.81% | 1.78% | 56 | -15,304 | -0.8% | Q4 2025 | Feb 13, 2026 |
| Spinnaker Investment Group, LLC | History | Added to | 1,865,265 | 51,164 | 9.28% | 9.46% | 57 | +21,877 | 1.19% | Q4 2025 | Jan 12, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 1,855,788 | 50,904 | 0.31% | 0.06% | 58 | +1,549,082 | 505.07% | Q4 2025 | Feb 17, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Reduced | 1,847,216 | 50,669 | 0.56% | 0.95% | 59 | -1,135,782 | -38.08% | Q4 2025 | Feb 06, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 1,789,062 | 50,338 | 0.08% | 0.07% | 60 | +216,713 | 13.78% | Q4 2025 | Feb 18, 2026 |
| Allied Investment Advisors, LLC | History | Added to | 1,783,865 | 48,931 | 7.56% | 7.42% | 61 | +75,604 | 4.43% | Q4 2025 | Feb 09, 2026 |
| Whelan Financial | History | Added to | 1,779,778 | 48,819 | 15.25% | 15.3% | 62 | +11,531 | 0.65% | Q4 2025 | Feb 02, 2026 |
| Scott Capital Advisors, LLC | History | Reduced | 1,764,850 | 48,409 | 10.72% | 11.59% | 63 | -118,563 | -6.3% | Q4 2025 | Jan 12, 2026 |
| BOKF, NA | History | Added to | 1,756,113 | 48,170 | 0.74% | 0.71% | 64 | +26,825 | 1.55% | Q4 2025 | Feb 03, 2026 |
| Sarver Vrooman Wealth Advisors | History | Added to | 1,747,762 | 47,941 | 27.34% | 28.84% | 65 | +103,979 | 6.33% | Q4 2025 | Feb 10, 2026 |
| BURKETT FINANCIAL SERVICES, LLC | History | Added to | 1,725,899 | 47,341 | 16.16% | 15.7% | 66 | +57,214 | 3.43% | Q4 2025 | Jan 05, 2026 |
| STEPHENS INC /AR/ | History | Added to | 1,708,508 | 46,864 | 0.58% | 0.46% | 67 | +383,398 | 28.93% | Q4 2025 | Feb 05, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Reduced | 1,699,154 | 46,607 | 5.86% | 7.27% | 68 | -235,655 | -12.18% | Q4 2025 | Jan 15, 2026 |
| Main Street Financial Solutions, LLC | History | Reduced | 1,689,595 | 46,345 | 3.47% | 3.3% | 69 | -195,140 | -10.35% | Q4 2025 | Feb 17, 2026 |
| Waverly Advisors, LLC | History | Added to | 1,674,883 | 45,942 | 0.37% | 0.45% | 70 | +7,098 | 0.43% | Q4 2025 | Feb 17, 2026 |
| CGC Financial Services, LLC | History | Added to | 1,624,923 | 44,571 | 11.93% | 12.01% | 71 | +30,202 | 1.89% | Q4 2025 | Feb 03, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 1,616,859 | 44,350 | 0.08% | 0.09% | 72 | -82,525 | -4.86% | Q4 2025 | Feb 17, 2026 |
| Northwest Quadrant Wealth Management, LLC | History | Added to | 1,614,185 | 44,277 | 9.16% | 9.18% | 73 | +22,874 | 1.44% | Q4 2025 | Jan 23, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 1,613,032 | 44,245 | 0.9% | 1.19% | 74 | -303,894 | -15.85% | Q4 2025 | Feb 09, 2026 |
| Keudell/Morrison Wealth Management | History | New | 1,595,818 | 43,773 | 9.2% | — | 75 | +1,595,818 | New | Q4 2025 | Feb 06, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | No change | 1,581,000 | 43,366 | 1.64% | 1.14% | 76 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| HB Wealth Management, LLC | History | Added to | 1,579,368 | 43,322 | 0.28% | 0.28% | 77 | +82,207 | 5.49% | Q4 2025 | Jan 28, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 1,579,109 | 43,314 | 0.02% | 0.0% | 78 | +1,324,752 | 520.82% | Q4 2025 | Feb 17, 2026 |
| Merit Financial Group, LLC | History | Added to | 1,568,399 | 43,021 | 0.35% | 0.21% | 79 | +737,892 | 88.85% | Q4 2025 | Jan 26, 2026 |
| Focus Partners Wealth | History | Added to | 1,568,181 | 42,994 | 0.05% | 0.07% | 80 | +45,000 | 2.95% | Q4 2025 | Feb 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 1,561,148 | 42,822 | 0.23% | 0.32% | 81 | -474,533 | -23.31% | Q4 2025 | Feb 12, 2026 |
| Leelyn Smith, LLC | History | Added to | 1,543,239 | 42,331 | 6.12% | 6.04% | 82 | +74,407 | 5.07% | Q4 2025 | Jan 28, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 1,538,900 | 42,212 | 0.3% | 0.39% | 83 | -129,320 | -7.75% | Q4 2025 | Feb 18, 2026 |
| Private Advisor Group, LLC | History | Reduced | 1,533,988 | 42,077 | 0.2% | 0.25% | 84 | -298,155 | -16.27% | Q4 2025 | Feb 17, 2026 |
| Evergreen Advisors, LLC | History | New | 1,517,678 | 41,629 | 10.15% | — | 85 | +1,517,678 | New | Q4 2025 | Feb 05, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 1,455,061 | 39,912 | 0.51% | 0.53% | 86 | -20,925 | -1.42% | Q4 2025 | Feb 05, 2026 |
| Cedar Wealth Management, LLC | History | Reduced | 1,445,198 | 39,641 | 11.86% | 12.09% | 87 | -458 | -0.03% | Q4 2025 | Feb 06, 2026 |
| Noble Family Wealth, LLC | History | Added to | 1,427,691 | 39,161 | 8.26% | 8.24% | 88 | +58,501 | 4.27% | Q4 2025 | Jan 07, 2026 |
| American Financial Advisors, LLC | History | Added to | 1,412,038 | 38,732 | 5.0% | 4.91% | 89 | +15,081 | 1.08% | Q4 2025 | Feb 03, 2026 |
| CHOREO, LLC | History | Added to | 1,379,427 | 38,141 | 0.49% | 0.48% | 90 | +19,320 | 1.42% | Q4 2025 | Jan 23, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 1,375,100 | 37,718 | 0.01% | 0.01% | 91 | +112,794 | 8.94% | Q4 2025 | Feb 17, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 1,349,031 | 37,353 | 0.07% | 0.05% | 92 | +442,198 | 48.76% | Q4 2025 | Feb 05, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 1,356,938 | 37,220 | 0.27% | 0.27% | 93 | -23,333 | -1.69% | Q4 2025 | Feb 13, 2026 |
| PLANNING DIRECTIONS INC | History | Reduced | 1,344,660 | 36,884 | 18.59% | 19.4% | 94 | -17,096 | -1.26% | Q4 2025 | Jan 21, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 1,313,568 | 36,031 | 0.08% | 0.08% | 95 | +110,380 | 9.17% | Q4 2025 | Feb 11, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 1,307,883 | 35,875 | 0.44% | 0.41% | 96 | -21,578 | -1.62% | Q4 2025 | Feb 11, 2026 |
| Curran Financial Partners, LLC | History | Added to | 1,297,379 | 35,587 | 6.76% | 6.47% | 97 | +99,987 | 8.35% | Q4 2025 | Jan 22, 2026 |
| ForthRight Wealth Management, LLC | History | Added to | 1,262,314 | 34,625 | 9.95% | 9.99% | 98 | +3,327 | 0.26% | Q4 2025 | Jan 13, 2026 |
| VAUGHAN DAVID INVESTMENTS LLC/IL | History | Added to | 1,210,219 | 33,196 | 0.72% | 0.71% | 99 | +5,149 | 0.43% | Q4 2025 | Feb 12, 2026 |
| Lido Advisors, LLC | History | Added to | 1,200,142 | 32,845 | 0.1% | 0.1% | 100 | +16,735 | 1.41% | Q4 2025 | Feb 10, 2026 |
| CRA Financial Services, LLC | History | Reduced | 1,175,074 | 32,232 | 4.22% | 4.52% | 101 | -34,399 | -2.84% | Q4 2025 | Jan 16, 2026 |
| First Command Advisory Services, Inc. | History | Added to | 1,158,286 | 31,771 | 0.22% | 0.22% | 102 | +51,253 | 4.63% | Q4 2025 | Feb 11, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 1,139,550 | 31,257 | 0.21% | 0.31% | 103 | -403,700 | -26.16% | Q4 2025 | Feb 17, 2026 |
| Steele Capital Management, Inc. | History | Reduced | 1,124,984 | 30,858 | 1.32% | 1.42% | 104 | -49,419 | -4.21% | Q4 2025 | Jan 27, 2026 |
| Coastal Bridge Advisors, LLC | History | Added to | 1,113,617 | 30,546 | 2.28% | 2.17% | 105 | +61,820 | 5.88% | Q4 2025 | Feb 18, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 1,093,230 | 29,987 | 0.08% | 0.09% | 106 | -115,631 | -9.57% | Q4 2025 | Feb 17, 2026 |
| eCIO, Inc. | History | Added to | 1,088,202 | 29,849 | 13.9% | 9.98% | 107 | +108,400 | 11.06% | Q4 2025 | Jan 20, 2026 |
| ARGENT CAPITAL MANAGEMENT LLC | History | New | 1,086,931 | 29,814 | 0.85% | — | 108 | +1,086,931 | New | Q4 2025 | Jan 05, 2026 |
| Intergy Private Wealth, LLC | History | Added to | 1,082,362 | 29,689 | 8.96% | 8.73% | 109 | +59,749 | 5.84% | Q4 2025 | Jan 22, 2026 |
| Aspire Capital Advisors LLC | History | Added to | 1,063,961 | 29,184 | 6.86% | 6.96% | 110 | +30,146 | 2.92% | Q4 2025 | Jan 16, 2026 |
| Souders Financial Advisors | History | Added to | 1,061,955 | 29,129 | 3.34% | 3.36% | 111 | +25,835 | 2.49% | Q4 2025 | Feb 02, 2026 |
| NewEdge Advisors, LLC | History | Added to | 1,052,607 | 28,873 | 0.1% | 0.12% | 112 | +111,550 | 11.85% | Q4 2025 | Feb 18, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 1,043,579 | 28,625 | 0.32% | 0.33% | 113 | +27,812 | 2.74% | Q4 2025 | Jan 20, 2026 |
| Walker Financial Services, Inc. | History | Reduced | 1,037,577 | 28,460 | 10.31% | 12.58% | 114 | -146,915 | -12.4% | Q4 2025 | Jan 28, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,036,896 | 28,442 | 0.3% | 0.28% | 115 | +358,353 | 52.81% | Q4 2025 | Jan 23, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 1,009,545 | 27,691 | 1.28% | 1.43% | 116 | -69,911 | -6.48% | Q4 2025 | Feb 13, 2026 |
| ALBION FINANCIAL GROUP /UT | History | Reduced | 1,008,987 | 27,676 | 1.72% | 1.71% | 117 | -28,268 | -2.73% | Q4 2025 | Jan 21, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Reduced | 995,400 | 27,303 | 0.08% | 0.08% | 118 | -147,400 | -12.9% | Q4 2025 | Feb 17, 2026 |
| Whitaker-Myers Wealth Managers, LTD. | History | Reduced | 975,957 | 26,770 | 5.58% | 6.05% | 119 | -40,221 | -3.96% | Q4 2025 | Jan 22, 2026 |
| Regal Investment Advisors LLC | History | Reduced | 966,159 | 26,501 | 1.58% | 1.78% | 120 | -37,686 | -3.75% | Q4 2025 | Feb 17, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 957,238 | 26,257 | 0.5% | 0.52% | 121 | +7,973 | 0.84% | Q4 2025 | Feb 12, 2026 |
| Newman Dignan & Sheerar, Inc. | History | Added to | 955,038 | 26,196 | 5.46% | 5.43% | 122 | +33,253 | 3.61% | Q4 2025 | Jan 22, 2026 |
| CENTRAL TRUST Co | History | Reduced | 944,133 | 25,897 | 0.51% | 0.58% | 123 | -75,589 | -7.41% | Q4 2025 | Feb 02, 2026 |
| Eagle Capital Management, LLC | History | Added to | 926,878 | 25,424 | 9.25% | 9.52% | 124 | +4,735 | 0.51% | Q4 2025 | Jan 12, 2026 |
| Financial Insights, Inc. | History | Added to | 909,673 | 24,952 | 8.36% | 8.17% | 125 | +6,165 | 0.68% | Q4 2025 | Mar 31, 2026 |
| Pathstone Holdings, LLC | History | New | 902,359 | 24,751 | 0.1% | — | 126 | +902,359 | New | Q4 2025 | Feb 13, 2026 |
| SRH ADVISORS, LLC | History | Reduced | 882,564 | 24,208 | 6.97% | 7.25% | 127 | -26,997 | -2.97% | Q4 2025 | Jan 21, 2026 |
| Capital Advantage, Inc. | History | Added to | 876,084 | 24,030 | 3.24% | 3.57% | 128 | +7,726 | 0.89% | Q4 2025 | Jan 07, 2026 |
| WEALTH MANAGEMENT RESOURCES, INC. | History | Reduced | 872,914 | 23,944 | 8.43% | 8.4% | 129 | -78,280 | -8.23% | Q4 2025 | Jan 30, 2026 |
| Apriem Advisors | History | Added to | 868,131 | 23,812 | 2.19% | 2.05% | 130 | +75,886 | 9.58% | Q4 2025 | Feb 13, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 861,205 | 23,622 | 1.26% | 1.47% | 131 | -93,457 | -9.79% | Q4 2025 | Jan 20, 2026 |
| Nadler Financial Group, Inc. | History | Reduced | 860,902 | 23,614 | 2.2% | 2.39% | 132 | -56,244 | -6.13% | Q4 2025 | Jan 28, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Added to | 846,278 | 23,382 | 0.3% | 0.25% | 133 | +114,629 | 15.67% | Q4 2025 | Feb 03, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 850,937 | 23,341 | 0.46% | 0.89% | 134 | -713,055 | -45.59% | Q4 2025 | Jan 14, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 846,959 | 23,232 | 0.06% | 0.19% | 135 | -1,380,502 | -61.98% | Q4 2025 | Jan 26, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 838,743 | 23,006 | 0.17% | 0.15% | 136 | +164,256 | 24.35% | Q4 2025 | Feb 12, 2026 |
| Bank of New York Mellon Corp | History | Added to | 833,383 | 22,859 | 0.0% | 0.0% | 137 | +227,654 | 37.58% | Q4 2025 | Feb 10, 2026 |
| Corient Private Wealth LLC | History | Added to | 827,982 | 22,716 | 0.03% | 0.04% | 138 | +498 | 0.06% | Q4 2025 | Mar 09, 2026 |
| Joule Financial, LLC | History | Added to | 819,168 | 22,469 | 6.73% | 6.57% | 139 | +15,284 | 1.9% | Q4 2025 | Jan 20, 2026 |
| Sigma Planning Corp | History | Added to | 833,241 | 22,438 | 0.62% | 0.63% | 140 | +19,272 | 2.37% | Q4 2025 | Jan 30, 2026 |
| LongView Wealth Management | History | Reduced | 785,876 | 22,397 | 5.41% | 5.99% | 141 | -24,194 | -2.99% | Q4 2025 | Jan 13, 2026 |
| McCarthy Asset Management, Inc. | History | Reduced | 816,140 | 22,386 | 11.69% | 14.78% | 142 | -27,083 | -3.21% | Q4 2025 | Feb 03, 2026 |
| Leo Wealth, LLC | History | Added to | 802,763 | 22,018 | 1.6% | 0.11% | 143 | +772,780 | 2577.39% | Q4 2025 | Jan 21, 2026 |
| Integrated Advisors Network LLC | History | Added to | 801,521 | 21,985 | 0.97% | 0.8% | 144 | +99,911 | 14.24% | Q4 2025 | Feb 17, 2026 |
| FINANCIAL CONSULATE, INC | History | Added to | 794,902 | 21,804 | 2.98% | 3.04% | 145 | +6,831 | 0.87% | Q4 2025 | Jan 22, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | Added to | 791,506 | 21,710 | 16.2% | 16.84% | 146 | +33,110 | 4.37% | Q4 2025 | Feb 10, 2026 |
| WIT, LLC | History | No change | 786,995 | 21,587 | 0.43% | 0.49% | 147 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 785,237 | 21,539 | 0.8% | 1.27% | 148 | +71,962 | 10.09% | Q4 2025 | Feb 04, 2026 |
| IFP Advisors, Inc | History | Added to | 781,983 | 21,449 | 0.48% | 0.55% | 149 | +6,186 | 0.8% | Q4 2025 | Feb 06, 2026 |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | History | Added to | 780,928 | 21,420 | 1.83% | 1.52% | 150 | +398,669 | 104.29% | Q4 2025 | Feb 11, 2026 |
| Tradition Wealth Management, LLC | History | Reduced | 778,729 | 21,360 | 1.53% | 1.59% | 151 | -8,918 | -1.13% | Q4 2025 | Feb 11, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Reduced | 776,322 | 21,294 | 2.14% | 3.5% | 152 | -451,789 | -36.79% | Q4 2025 | Jan 27, 2026 |
| Ledyard National Bank | History | Added to | 759,812 | 20,841 | 1.8% | 1.79% | 153 | +26,667 | 3.64% | Q4 2025 | Jan 21, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Reduced | 756,860 | 20,760 | 0.66% | 0.68% | 154 | -12,720 | -1.65% | Q4 2025 | Jan 30, 2026 |
| PFG Advisors | History | Reduced | 746,643 | 20,480 | 0.99% | 0.85% | 155 | -10,004 | -1.32% | Q4 2025 | Jan 27, 2026 |
| Advisors Preferred, LLC | History | Added to | 736,630 | 20,426 | 3.33% | 2.88% | 156 | +27,200 | 3.83% | Q4 2025 | Feb 02, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 743,973 | 20,407 | 0.43% | 0.49% | 157 | -53,770 | -6.74% | Q4 2025 | Feb 05, 2026 |
| Point72 Asset Management, L.P. | History | New | 730,300 | 20,032 | 0.02% | — | 158 | +730,300 | New | Q4 2025 | Feb 17, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 730,090 | 20,026 | 0.01% | 0.0% | 159 | +718,177 | 6028.52% | Q4 2025 | Feb 17, 2026 |
| REGIMEN WEALTH, LLC | History | Added to | 726,612 | 19,930 | 5.83% | 5.87% | 160 | +2,563 | 0.35% | Q4 2025 | Feb 09, 2026 |
| Curi Capital, LLC | History | Reduced | 724,612 | 19,876 | 0.34% | 0.38% | 161 | -36,494 | -4.79% | Q4 2025 | Feb 17, 2026 |
| Brady Martz Wealth Solutions, LLC | History | Reduced | 722,971 | 19,831 | 3.49% | 3.92% | 162 | -67,842 | -8.58% | Q4 2025 | Jan 15, 2026 |
| Prosperity Consulting Group, LLC | History | Reduced | 710,873 | 19,499 | 0.88% | 1.11% | 163 | -114,748 | -13.9% | Q4 2025 | Feb 17, 2026 |
| Venture Visionary Partners LLC | History | Reduced | 692,188 | 19,459 | 0.63% | 0.65% | 164 | -953 | -0.14% | Q4 2025 | Feb 13, 2026 |
| Elite Financial, Inc. | History | Added to | 708,945 | 19,446 | 8.84% | 8.69% | 165 | +500 | 0.07% | Q4 2025 | Feb 12, 2026 |
| WALLER FINANCIAL PLANNING GROUP, INC | History | Reduced | 707,671 | 19,411 | 4.31% | 4.59% | 166 | -25,809 | -3.52% | Q4 2025 | Jan 13, 2026 |
| Richardson Capital Management LLC | History | Reduced | 706,448 | 19,377 | 9.72% | 10.07% | 167 | -69,630 | -8.97% | Q4 2025 | Jan 30, 2026 |
| Legacy Edge Advisors, LLC | History | New | 701,321 | 19,237 | 2.11% | — | 168 | +701,321 | New | Q4 2025 | Feb 02, 2026 |
| DAGCO, INC. | History | Reduced | 697,212 | 19,124 | 4.42% | 4.8% | 169 | -1,764 | -0.25% | Q4 2025 | Jan 08, 2026 |
| EQUITABLE TRUST CO | History | Added to | 696,237 | 19,097 | 0.85% | 0.87% | 170 | +5,101 | 0.74% | Q4 2025 | Feb 02, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | New | 695,654 | 19,081 | 2.53% | — | 171 | +695,654 | New | Q4 2025 | Feb 04, 2026 |
| Southland Equity Partners LLC | History | Reduced | 692,254 | 18,988 | 3.75% | 3.83% | 172 | -663 | -0.1% | Q4 2025 | Jan 14, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 688,038 | 18,872 | 0.18% | 0.21% | 173 | -72,153 | -9.49% | Q4 2025 | Feb 13, 2026 |
| Paradigm, Strategies in Wealth Management, LLC | History | Reduced | 685,166 | 18,794 | 12.33% | 12.44% | 174 | -26,620 | -3.74% | Q4 2025 | Jan 22, 2026 |
| Asset One Wealth Management LLC | History | New | 626,380 | 18,791 | 2.57% | — | 175 | +626,380 | New | Q4 2025 | Feb 17, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Reduced | 688,647 | 18,769 | 1.68% | 2.5% | 176 | -206,402 | -23.06% | Q4 2025 | Jan 30, 2026 |
| Midwest Trust Co | History | Added to | 684,271 | 18,769 | 0.23% | 0.19% | 177 | +161,469 | 30.89% | Q4 2025 | Feb 04, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 682,965 | 18,733 | 0.38% | 0.4% | 178 | +53,168 | 8.44% | Q4 2025 | Feb 03, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | Added to | 672,914 | 18,458 | 1.96% | 1.92% | 179 | +38,126 | 6.01% | Q4 2025 | Jan 09, 2026 |
| Asset Allocation Strategies LLC | History | Added to | 671,752 | 18,426 | 3.41% | 3.56% | 180 | +12,537 | 1.9% | Q4 2025 | Feb 13, 2026 |
| Global Wealth Management, LLC | History | Reduced | 667,332 | 18,304 | 9.85% | 10.16% | 181 | -41,524 | -5.86% | Q4 2025 | Jan 26, 2026 |
| Weitzel Financial Services, Inc. | History | Added to | 657,547 | 18,233 | 7.06% | 6.83% | 182 | +27,514 | 4.37% | Q4 2025 | Feb 03, 2026 |
| RFG Advisory, LLC | History | Reduced | 663,632 | 18,203 | 0.34% | 0.4% | 183 | -41,146 | -5.84% | Q4 2025 | Feb 03, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Reduced | 661,823 | 18,153 | 0.31% | 0.39% | 184 | -5,149 | -0.77% | Q4 2025 | Feb 19, 2026 |
| Advisory Services Network, LLC | History | Added to | 661,336 | 18,140 | 0.26% | 0.26% | 185 | +7,445 | 1.14% | Q4 2025 | Feb 17, 2026 |
| CITIGROUP INC | History | Reduced | 660,621 | 18,120 | 0.01% | 0.01% | 186 | -87,426 | -11.69% | Q4 2025 | Feb 13, 2026 |
| Skyline Advisors, Inc. | History | Added to | 655,927 | 17,992 | 6.01% | 6.13% | 187 | +4,368 | 0.67% | Q4 2025 | Jan 12, 2026 |
| Wealthspire Retirement, LLC | History | Reduced | 653,686 | 17,930 | 1.09% | 2.0% | 188 | -495,968 | -43.14% | Q4 2025 | Feb 18, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Added to | 652,905 | 17,909 | 1.05% | 1.04% | 189 | +14,387 | 2.25% | Q4 2025 | Jan 15, 2026 |
| Principle Wealth Partners LLC | History | Reduced | 648,597 | 17,791 | 1.0% | 1.14% | 190 | -70,579 | -9.81% | Q4 2025 | Feb 06, 2026 |
| Stonehearth Capital Management, LLC | History | Added to | 646,819 | 17,742 | 6.56% | 6.51% | 191 | +30,403 | 4.93% | Q4 2025 | Jan 13, 2026 |
| MORTON COMMUNITY BANK | History | Added to | 590,801 | 17,617 | 3.81% | 3.54% | 192 | +19,317 | 3.38% | Q4 2025 | Feb 13, 2026 |
| Powers Advisory Group, LLC | History | Reduced | 640,562 | 17,570 | 6.62% | 7.14% | 193 | -15,867 | -2.42% | Q4 2025 | Jan 22, 2026 |
| DAVENPORT & Co LLC | History | Added to | 627,914 | 17,223 | 0.09% | 0.09% | 194 | +38,866 | 6.6% | Q4 2025 | Jan 12, 2026 |
| Advisory Alpha, LLC | History | Added to | 623,081 | 17,091 | 0.47% | 0.47% | 195 | +3,252 | 0.52% | Q4 2025 | Feb 06, 2026 |
| SIMS INVESTMENT MANAGEMENT, LLC | History | Reduced | 619,658 | 16,997 | 6.01% | 6.17% | 196 | -5,135 | -0.82% | Q4 2025 | Jan 16, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 611,786 | 16,781 | 0.24% | 0.21% | 197 | -20,232 | -3.2% | Q4 2025 | Feb 02, 2026 |
| Brookstone Capital Management | History | Reduced | 611,138 | 16,763 | 0.19% | 0.22% | 198 | -75,541 | -11.0% | Q4 2025 | Jan 15, 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | History | Added to | 603,549 | 16,555 | 1.39% | 1.38% | 199 | +11,050 | 1.86% | Q4 2025 | Jan 15, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Reduced | 600,635 | 16,475 | 1.13% | 1.26% | 200 | -14,179 | -2.31% | Q4 2025 | Feb 02, 2026 |
| Integrated Investment Consultants, LLC | History | Added to | 587,348 | 16,110 | 3.16% | 2.6% | 201 | +25,983 | 4.63% | Q4 2025 | Mar 03, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 586,500 | 16,087 | 0.0% | 0.0% | 202 | -254,418 | -30.25% | Q4 2025 | Feb 12, 2026 |
| Prepared Retirement Institute LLC | History | Reduced | 584,075 | 16,021 | 8.06% | 8.38% | 203 | -5,110 | -0.87% | Q4 2025 | Jan 29, 2026 |
| FMR LLC | History | Added to | 582,869 | 15,988 | 0.0% | 0.0% | 204 | +108,172 | 22.79% | Q4 2025 | Feb 17, 2026 |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | History | Reduced | 577,340 | 15,839 | 2.12% | 2.23% | 205 | -9,253 | -1.58% | Q4 2025 | Jan 21, 2026 |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | History | Added to | 576,328 | 15,808 | 3.41% | 3.34% | 206 | +20,556 | 3.7% | Q4 2025 | Jan 26, 2026 |
| Silver Coast Investments LLC | History | Reduced | 573,260 | 15,724 | 5.42% | 7.73% | 207 | -251,064 | -30.46% | Q4 2025 | Jan 27, 2026 |
| PACES FERRY WEALTH ADVISORS, LLC | History | Added to | 570,602 | 15,651 | 6.35% | 5.91% | 208 | +50,728 | 9.76% | Q4 2025 | Feb 11, 2026 |
| Global Retirement Partners, LLC | History | Added to | 561,938 | 15,413 | 0.27% | 0.29% | 209 | +90,656 | 19.24% | Q4 2025 | Feb 06, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Added to | 549,366 | 15,069 | 1.01% | 0.98% | 210 | +28,380 | 5.45% | Q4 2025 | Jan 08, 2026 |
| Opulen Financial Group LLC | History | Added to | 544,113 | 14,925 | 10.87% | 10.6% | 211 | +32,121 | 6.27% | Q4 2025 | Feb 10, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 532,354 | 14,602 | 0.0% | 0.0% | 212 | -425,291 | -44.41% | Q4 2025 | Mar 25, 2026 |
| Montis Financial, LLC | History | Added to | 530,958 | 14,564 | 2.88% | 3.17% | 213 | +27,852 | 5.54% | Q4 2025 | Feb 11, 2026 |
| Hidden Cove Wealth Management, LLC | History | Reduced | 530,591 | 14,554 | 9.42% | 9.88% | 214 | -17,350 | -3.17% | Q4 2025 | Feb 02, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 524,769 | 14,394 | 0.06% | 0.06% | 215 | -15,620 | -2.89% | Q4 2025 | Feb 12, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 523,834 | 14,368 | 0.03% | 0.02% | 216 | +82,981 | 18.82% | Q4 2025 | Mar 16, 2026 |
| Mayflower Financial Advisors, LLC | History | Added to | 523,314 | 14,354 | 1.74% | 1.62% | 217 | +51,058 | 10.81% | Q4 2025 | Jan 13, 2026 |
| Financial Guidance Group, Inc. | History | Added to | 522,436 | 14,330 | 5.86% | 6.29% | 218 | +8,914 | 1.74% | Q4 2025 | Jan 26, 2026 |
| Capital Asset Advisory Services LLC | History | Reduced | 505,898 | 14,210 | 0.57% | 0.61% | 219 | -9,468 | -1.84% | Q4 2025 | Jan 09, 2026 |
| Twin Tree Management, LP | History | Reduced | 512,300 | 14,052 | 0.12% | 0.13% | 220 | -603,200 | -54.07% | Q4 2025 | Feb 11, 2026 |
| Whitegate Investment Counselors, Inc. | History | Reduced | 503,228 | 13,803 | 4.31% | 4.66% | 221 | -15,467 | -2.98% | Q4 2025 | Feb 10, 2026 |
| Summit Financial, LLC | History | Added to | 499,464 | 13,700 | 0.2% | 0.2% | 222 | +17,763 | 3.69% | Q4 2025 | Feb 13, 2026 |
| Pacific Capital Wealth Advisors, Inc. | History | Reduced | 498,098 | 13,662 | 2.34% | 2.42% | 223 | -13,520 | -2.64% | Q4 2025 | Jan 26, 2026 |
| Christensen, King & Associates Investment Services, Inc. | History | Reduced | 498,082 | 13,662 | 5.83% | 6.0% | 224 | -13,272 | -2.6% | Q4 2025 | Jan 22, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 497,404 | 13,643 | 0.07% | 0.13% | 225 | -306,251 | -38.11% | Q4 2025 | Jan 29, 2026 |
| Mutual Advisors, LLC | History | Reduced | 494,351 | 13,560 | 0.29% | 0.31% | 226 | -25,424 | -4.89% | Q4 2025 | Feb 02, 2026 |
| Curbstone Financial Management Corp | History | Added to | 490,186 | 13,445 | 2.57% | 2.38% | 227 | +35,980 | 7.92% | Q4 2025 | Jan 23, 2026 |
| RETIREMENT FINANCIAL SOLUTIONS, LLC | History | Added to | 487,419 | 13,369 | 3.91% | 2.71% | 228 | +170,638 | 53.87% | Q4 2025 | Feb 13, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 484,663 | 13,294 | 0.86% | 0.96% | 229 | -37,915 | -7.26% | Q4 2025 | Feb 03, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | Reduced | 460,502 | 13,216 | 2.97% | 3.29% | 230 | -7,734 | -1.65% | Q4 2025 | Feb 04, 2026 |
| Winthrop Capital Management, LLC | History | Reduced | 480,369 | 13,177 | 3.07% | 3.19% | 231 | -2,670 | -0.55% | Q4 2025 | Feb 10, 2026 |
| Courage Miller Partners, LLC | History | Added to | 478,290 | 13,119 | 3.95% | 3.85% | 232 | +7,167 | 1.52% | Q4 2025 | Jan 26, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 478,235 | 13,117 | 0.01% | 0.01% | 233 | +137,904 | 40.52% | Q4 2025 | Feb 17, 2026 |
| &PARTNERS | History | Added to | 477,819 | 13,106 | 0.07% | 0.08% | 234 | +22,813 | 5.01% | Q4 2025 | Feb 17, 2026 |
| GSG Advisors LLC | History | Reduced | 476,989 | 13,083 | 3.38% | 3.51% | 235 | -5,311 | -1.1% | Q4 2025 | Jan 08, 2026 |
| truNorth Financial Services, Inc. | History | New | 471,940 | 12,945 | 14.04% | — | 236 | +471,940 | New | Q4 2025 | Feb 17, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Added to | 471,283 | 12,927 | 2.77% | 4.34% | 237 | +2,486 | 0.53% | Q4 2025 | Feb 12, 2026 |
| Carnegie Investment Counsel | History | Added to | 470,751 | 12,912 | 0.24% | 0.19% | 238 | +105,601 | 28.92% | Q4 2025 | Jan 23, 2026 |
| BCS Wealth Management | History | Added to | 462,787 | 12,694 | 1.28% | 1.77% | 239 | +175,410 | 61.04% | Q4 2025 | Jan 26, 2026 |
| SARD WEALTH MANAGEMENT GROUP, LLC | History | Added to | 456,668 | 12,526 | 6.87% | 6.96% | 240 | +10,047 | 2.25% | Q4 2025 | Jan 08, 2026 |
| TRUE Private Wealth Advisors | History | Reduced | 456,327 | 12,517 | 1.25% | 1.29% | 241 | -7,045 | -1.52% | Q4 2025 | Feb 13, 2026 |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | History | Added to | 453,950 | 12,451 | 3.94% | 4.03% | 242 | +4,324 | 0.96% | Q4 2025 | Feb 12, 2026 |
| ADAMSBROWN WEALTH CONSULTANTS LLC | History | Reduced | 452,880 | 12,422 | 3.46% | 3.64% | 243 | -31,493 | -6.5% | Q4 2025 | Jan 13, 2026 |
| Coastwise Capital Group, LLC | History | Added to | 451,277 | 12,378 | 6.18% | 8.33% | 244 | +17,768 | 4.1% | Q4 2025 | Feb 12, 2026 |
| Sunburst Financial Group, LLC | History | Reduced | 451,228 | 12,377 | 2.5% | 2.69% | 245 | -17,243 | -3.68% | Q4 2025 | Jan 21, 2026 |
| Schaeffer Financial LLC | History | Reduced | 447,825 | 12,283 | 10.72% | 14.76% | 246 | -148,768 | -24.94% | Q4 2025 | Jan 30, 2026 |
| Lighthouse Wealth Management Inc. | History | Reduced | 447,543 | 12,276 | 8.39% | 10.14% | 247 | -10,172 | -2.22% | Q4 2025 | Jan 15, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 445,522 | 12,220 | 0.45% | 0.07% | 248 | +393,450 | 755.59% | Q4 2025 | Feb 09, 2026 |
| AE Wealth Management LLC | History | Added to | 444,170 | 12,183 | 0.07% | 0.05% | 249 | +128,220 | 40.58% | Q4 2025 | Jan 26, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 441,969 | 12,123 | 0.17% | 0.19% | 250 | -8,253 | -1.83% | Q4 2025 | Feb 09, 2026 |
| Dakota Wealth Management | History | Reduced | 441,353 | 12,106 | 0.21% | 0.25% | 251 | -21,945 | -4.74% | Q4 2025 | Jan 13, 2026 |
| Parallel Advisors, LLC | History | Reduced | 439,958 | 12,068 | 0.22% | 0.25% | 252 | -53,237 | -10.79% | Q4 2025 | Feb 11, 2026 |
| Fidelis Wealth Advisors LLC | History | New | 438,784 | 12,035 | 17.45% | — | 253 | +438,784 | New | Q4 2025 | Feb 13, 2026 |
| Legacy Financial Strategies, LLC | History | Reduced | 436,844 | 11,982 | 2.12% | 2.33% | 254 | -35,912 | -7.6% | Q4 2025 | Jan 23, 2026 |
| Monetary Solutions, Ltd | History | New | 435,975 | 11,958 | 11.78% | — | 255 | +435,975 | New | Q4 2025 | Feb 23, 2026 |
| EP Wealth Advisors, LLC | History | New | 433,095 | 11,879 | 0.06% | — | 256 | +433,095 | New | Q4 2025 | Feb 18, 2026 |
| Next Level Wealth Planning, LLC | History | Added to | 430,902 | 11,819 | 6.29% | 6.33% | 257 | +20,443 | 4.98% | Q4 2025 | Jan 26, 2026 |
| World Investment Advisors | History | Added to | 429,988 | 11,794 | 0.19% | 0.19% | 258 | +88,313 | 25.85% | Q4 2025 | Mar 12, 2026 |
| SURIENCE PRIVATE WEALTH LLC | History | New | 428,701 | 11,759 | 12.63% | — | 259 | +428,701 | New | Q4 2025 | Jan 16, 2026 |
| XML Financial, LLC | History | Added to | 423,055 | 11,604 | 0.95% | 0.94% | 260 | +2,241 | 0.53% | Q4 2025 | Feb 11, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 421,413 | 11,559 | 0.13% | 0.12% | 261 | +23,121 | 5.81% | Q4 2025 | Feb 02, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 418,884 | 11,489 | 0.6% | 0.72% | 262 | -6,962 | -1.63% | Q4 2025 | Jan 26, 2026 |
| Family Capital Management, Inc. | History | Reduced | 418,109 | 11,468 | 5.09% | 5.9% | 263 | -34,834 | -7.69% | Q4 2025 | Jan 27, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 417,751 | 11,458 | 0.08% | 0.04% | 264 | +225,439 | 117.23% | Q4 2025 | Feb 12, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 414,837 | 11,378 | 0.23% | 0.25% | 265 | -19,306 | -4.45% | Q4 2025 | Feb 06, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 411,981 | 11,297 | 0.35% | 0.37% | 266 | -9,218 | -2.19% | Q4 2025 | Jan 06, 2026 |
| Savvy Advisors, Inc. | History | Added to | 410,392 | 11,257 | 0.36% | 0.39% | 267 | +103,193 | 33.59% | Q4 2025 | Jan 20, 2026 |
| Bruce G. Allen Investments, LLC | History | Added to | 409,630 | 11,236 | 7.6% | 5.85% | 268 | +110,671 | 37.02% | Q4 2025 | Feb 10, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 408,315 | 11,200 | 0.13% | 0.21% | 269 | -32,082 | -7.28% | Q4 2025 | Jan 29, 2026 |
| BlueChip Wealth Advisors LLC | History | Added to | 407,222 | 11,170 | 4.69% | 4.58% | 270 | +14,401 | 3.67% | Q4 2025 | Feb 05, 2026 |
| Acorn Wealth Advisors, LLC | History | Reduced | 405,562 | 11,124 | 3.31% | 3.69% | 271 | -25,740 | -5.97% | Q4 2025 | Feb 10, 2026 |
| Canvas Wealth Advisors, LLC | History | Reduced | 405,333 | 11,118 | 1.89% | 2.05% | 272 | -5,169 | -1.26% | Q4 2025 | Jan 12, 2026 |
| Atria Investments, Inc | History | Added to | 402,093 | 11,029 | 0.13% | 0.12% | 273 | +7,325 | 1.86% | Q4 2025 | Feb 05, 2026 |
| Charles Schwab Trust Co | History | Reduced | 393,610 | 10,796 | 0.71% | 0.75% | 274 | -10,113 | -2.5% | Q4 2025 | Jan 09, 2026 |
| ASSETMARK, INC | History | Added to | 391,544 | 10,740 | 0.02% | 0.02% | 275 | +10,755 | 2.82% | Q4 2025 | Jan 23, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 389,715 | 10,689 | 0.06% | 0.07% | 276 | -17,632 | -4.33% | Q4 2025 | Feb 03, 2026 |
| Midwest Financial Group LLC | History | Reduced | 389,507 | 10,684 | 4.72% | 6.8% | 277 | -133,129 | -25.47% | Q4 2025 | Jan 20, 2026 |
| Prosperitas Financial LLC | History | Added to | 388,103 | 10,645 | 4.14% | 4.14% | 278 | +22,553 | 6.17% | Q4 2025 | Feb 04, 2026 |
| ISLAY CAPITAL MANAGEMENT, LLC | History | Reduced | 387,107 | 10,618 | 6.24% | 6.31% | 279 | -17,053 | -4.22% | Q4 2025 | Feb 17, 2026 |
| JUNCTURE WEALTH STRATEGIES, LLC | History | Added to | 386,974 | 10,614 | 3.49% | 3.34% | 280 | +21,415 | 5.86% | Q4 2025 | Jan 27, 2026 |
| Keystone Financial Group, Inc. | History | Added to | 385,136 | 10,564 | 5.53% | 5.51% | 281 | +26,903 | 7.51% | Q4 2025 | Jan 16, 2026 |
| Yukon Wealth Management, Inc. | History | Reduced | 339,666 | 10,533 | 6.07% | 4.71% | 282 | -186,750 | -35.48% | Q4 2025 | Feb 10, 2026 |
| Baker Ellis Asset Management LLC | History | Reduced | 383,354 | 10,515 | 1.27% | 1.33% | 283 | -11,586 | -2.93% | Q4 2025 | Jan 21, 2026 |
| Clay Northam Wealth Management, LLC | History | Reduced | 382,942 | 10,504 | 5.83% | 6.06% | 284 | -5,780 | -1.49% | Q4 2025 | Feb 17, 2026 |
| INTEGRAL INVESTMENT ADVISORS, INC. | History | Added to | 382,443 | 10,490 | 2.6% | 2.55% | 285 | +36,172 | 10.45% | Q4 2025 | Feb 06, 2026 |
| Lakeshore Financial Planning, Inc. | History | Reduced | 381,981 | 10,477 | 3.74% | 3.93% | 286 | -6,028 | -1.55% | Q4 2025 | Feb 17, 2026 |
| Winthrop Advisory Group LLC | History | Added to | 380,637 | 10,440 | 0.88% | 0.86% | 287 | +19,488 | 5.4% | Q4 2025 | Jan 21, 2026 |
| American Alpha Advisors, LLC | History | Added to | 380,629 | 10,440 | 6.17% | 7.1% | 288 | +5,038 | 1.34% | Q4 2025 | Feb 17, 2026 |
| Fairway Financial, LLC | History | Added to | 378,572 | 10,384 | 7.84% | 7.78% | 289 | +16,945 | 4.69% | Q4 2025 | Feb 04, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 375,973 | 10,312 | 3.42% | 3.56% | 290 | -8,129 | -2.12% | Q4 2025 | Jan 23, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Added to | 375,537 | 10,300 | 0.64% | 0.74% | 291 | +1,611 | 0.43% | Q4 2025 | Feb 11, 2026 |
| Red Mountain Financial, LLC | History | Reduced | 375,335 | 10,295 | 10.11% | 10.45% | 292 | -1,714 | -0.45% | Q4 2025 | Jan 26, 2026 |
| Foster Victor Wealth Advisors, LLC | History | Added to | 356,179 | 10,293 | 0.6% | 0.03% | 293 | +340,396 | 2156.73% | Q4 2025 | Jan 26, 2026 |
| Modern Wealth Management, LLC | History | Added to | 374,530 | 10,273 | 0.19% | 0.16% | 294 | +80,236 | 27.26% | Q4 2025 | Feb 17, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 367,991 | 10,094 | 0.04% | 0.04% | 295 | -13,502 | -3.54% | Q4 2025 | Feb 06, 2026 |
| COZAD ASSET MANAGEMENT INC | History | Reduced | 367,440 | 10,078 | 0.78% | 0.87% | 296 | -32,645 | -8.16% | Q4 2025 | Feb 13, 2026 |
| Madison Asset Management, LLC | History | No change | 365,292 | 10,019 | 0.12% | 0.11% | 297 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 363,040 | 9,958 | 0.12% | 0.14% | 298 | -37,226 | -9.3% | Q4 2025 | Jan 29, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Reduced | 362,691 | 9,948 | 1.12% | 1.17% | 299 | -5,827 | -1.58% | Q4 2025 | Jan 14, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 361,691 | 9,921 | 1.57% | 1.57% | 300 | +10,615 | 3.02% | Q4 2025 | Feb 24, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 359,822 | 9,869 | 0.12% | 0.21% | 301 | -504,559 | -58.37% | Q4 2025 | Feb 13, 2026 |
| Latko Wealth Management, Ltd. | History | Reduced | 358,922 | 9,845 | 4.82% | 6.35% | 302 | -100,214 | -21.83% | Q4 2025 | Feb 10, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 357,170 | 9,797 | 0.13% | 0.13% | 303 | +5,834 | 1.66% | Q4 2025 | Jan 30, 2026 |
| OAK HARBOR WEALTH PARTNERS, LLC | History | Reduced | 353,931 | 9,708 | 2.33% | 2.4% | 304 | -2,588 | -0.73% | Q4 2025 | Feb 02, 2026 |
| Mission Hills Financial Advisory, LLC | History | Added to | 352,317 | 9,664 | 5.1% | 4.83% | 305 | +19,072 | 5.72% | Q4 2025 | Feb 02, 2026 |
| Platform Technology Partners | History | Added to | 350,652 | 9,618 | 2.05% | 2.11% | 306 | +27,926 | 8.65% | Q4 2025 | Feb 13, 2026 |
| Joseph Group Capital Management | History | Added to | 350,536 | 9,615 | 2.53% | 2.61% | 307 | +11,794 | 3.48% | Q4 2025 | Jan 30, 2026 |
| Asset Allocation & Management Company, LLC | History | Added to | 349,963 | 9,599 | 3.82% | 3.8% | 308 | +20,336 | 6.17% | Q4 2025 | Jan 12, 2026 |
| Orgel Wealth Management, LLC | History | Reduced | 349,405 | 9,584 | 0.21% | 0.25% | 309 | -46,308 | -11.7% | Q4 2025 | Jan 07, 2026 |
| Meridian Financial Advisors, LLC | History | Reduced | 349,101 | 9,575 | 5.21% | 5.58% | 310 | -13,693 | -3.77% | Q4 2025 | Jan 23, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 346,845 | 9,513 | 0.31% | 0.27% | 311 | +3,728 | 1.09% | Q4 2025 | Jan 09, 2026 |
| Arkadios Wealth Advisors | History | Added to | 343,793 | 9,430 | 0.18% | 0.21% | 312 | +23,158 | 7.22% | Q4 2025 | Feb 13, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Added to | 343,149 | 9,412 | 1.03% | 0.95% | 313 | +38,195 | 12.52% | Q4 2025 | Feb 18, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Reduced | 342,376 | 9,391 | 0.39% | 0.45% | 314 | -52,403 | -13.27% | Q4 2025 | Feb 09, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 337,500 | 9,257 | 0.0% | 0.0% | 315 | +337,404 | 351462.5% | Q4 2025 | Feb 10, 2026 |
| FRG Family Wealth Advisors LLC | History | Reduced | 334,028 | 9,162 | 1.42% | 1.53% | 316 | -14,478 | -4.15% | Q4 2025 | Jan 21, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 330,394 | 9,128 | 0.62% | 0.65% | 317 | +14,612 | 4.63% | Q4 2025 | Jan 15, 2026 |
| Compass Wealth Management, LLC/GA | History | Reduced | 328,224 | 9,003 | 3.71% | 4.49% | 318 | -43,501 | -11.7% | Q4 2025 | Feb 17, 2026 |
| MONECO ADVISORS, LLC | History | Reduced | 328,170 | 9,001 | 0.71% | 0.84% | 319 | -38,628 | -10.53% | Q4 2025 | Feb 04, 2026 |
| HBW ADVISORY SERVICES LLC | History | Reduced | 328,036 | 8,998 | 0.98% | 1.04% | 320 | -9,821 | -2.91% | Q4 2025 | Jan 23, 2026 |
| Mayfair Advisory Group, LLC | History | Reduced | 324,317 | 8,993 | 3.49% | 4.09% | 321 | -25,354 | -7.25% | Q4 2025 | Jan 21, 2026 |
| Fiduciary Alliance LLC | History | Reduced | 327,173 | 8,974 | 0.59% | 0.6% | 322 | -1,644 | -0.5% | Q4 2025 | Jan 22, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 326,653 | 8,960 | 0.22% | 0.31% | 323 | -111,818 | -25.5% | Q4 2025 | Feb 09, 2026 |
| Friday Financial | History | Added to | 325,574 | 8,930 | 3.15% | 3.14% | 324 | +51,278 | 18.69% | Q4 2025 | Jan 09, 2026 |
| MBA Advisors LLC | History | Added to | 325,460 | 8,927 | 3.6% | 3.62% | 325 | +14,740 | 4.74% | Q4 2025 | Jan 21, 2026 |
| Juno Financial Group LLC | History | New | 323,802 | 8,881 | 3.56% | — | 326 | +323,802 | New | Q4 2025 | Jan 28, 2026 |
| Duncan Williams Asset Management, LLC | History | Reduced | 285,319 | 8,847 | 2.2% | 3.58% | 327 | -180,791 | -38.79% | Q4 2025 | Feb 05, 2026 |
| Atlantic Union Bankshares Corp | History | Reduced | 322,291 | 8,840 | 0.17% | 0.24% | 328 | -145,570 | -31.11% | Q4 2025 | Feb 04, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 322,117 | 8,835 | 0.43% | 0.47% | 329 | +39,996 | 14.18% | Q4 2025 | Jan 28, 2026 |
| LIBERTY SQUARE WEALTH PARTNERS LLC | History | Reduced | 320,603 | 8,794 | 2.51% | 3.6% | 330 | -106,061 | -24.86% | Q4 2025 | Feb 11, 2026 |
| Purpose Unlimited Inc. | History | New | 320,000 | 8,777 | 0.4% | — | 331 | +320,000 | New | Q4 2025 | Mar 20, 2026 |
| Robbins Farley | History | Added to | 319,061 | 8,751 | 3.97% | 3.48% | 332 | +12,084 | 3.94% | Q4 2025 | Jan 23, 2026 |
| YHB Investment Advisors, Inc. | History | Reduced | 318,815 | 8,745 | 0.6% | 0.64% | 333 | -2,344 | -0.73% | Q4 2025 | Jan 16, 2026 |
| CERTIOR FINANCIAL GROUP, LLC | History | Added to | 316,421 | 8,679 | 5.86% | 5.46% | 334 | +15,496 | 5.15% | Q4 2025 | Feb 04, 2026 |
| Johnson & White Wealth Management, LLC | History | Added to | 314,558 | 8,628 | 3.75% | 3.86% | 335 | +5,738 | 1.86% | Q4 2025 | Feb 05, 2026 |
| STEVENS CAPITAL PARTNERS | History | Added to | 313,559 | 8,600 | 2.25% | 2.35% | 336 | +25,284 | 8.77% | Q4 2025 | Jan 27, 2026 |
| MCF Advisors LLC | History | Added to | 313,299 | 8,593 | 0.47% | 0.06% | 337 | +279,941 | 839.2% | Q4 2025 | Feb 11, 2026 |
| New Insight Wealth Advisors | History | Reduced | 312,677 | 8,576 | 3.06% | 4.05% | 338 | -82,122 | -20.8% | Q4 2025 | Feb 17, 2026 |
| MSH Capital Advisors LLC | History | Added to | 312,579 | 8,574 | 1.83% | 2.19% | 339 | +13,474 | 4.5% | Q4 2025 | Feb 09, 2026 |
| Annex Advisory Services, LLC | History | Added to | 312,387 | 8,568 | 0.16% | 0.01% | 340 | +302,535 | 3070.8% | Q4 2025 | Jan 26, 2026 |
| Diversified Enterprises, LLC | History | Reduced | 309,260 | 8,483 | 0.5% | 0.62% | 342 | -28,767 | -8.51% | Q4 2025 | Jan 28, 2026 |
| PPS&V ASSET MANAGEMENT CONSULTANTS, INC. | History | Added to | 309,278 | 8,483 | 4.92% | 4.72% | 341 | +9,679 | 3.23% | Q4 2025 | Jan 07, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Reduced | 306,885 | 8,417 | 1.17% | 1.57% | 343 | -63,700 | -17.19% | Q4 2025 | Jan 23, 2026 |
| PENNEY FINANCIAL, LLC | History | Added to | 306,674 | 8,412 | 3.25% | 3.74% | 344 | +439 | 0.14% | Q4 2025 | Jan 21, 2026 |
| IFG Advisory, LLC | History | Added to | 306,423 | 8,405 | 0.37% | 0.28% | 345 | +77,939 | 34.11% | Q4 2025 | Feb 10, 2026 |
| Drucker Wealth 3.0, LLC | History | Reduced | 305,036 | 8,367 | 1.47% | 1.59% | 346 | -21,489 | -6.58% | Q4 2025 | Feb 03, 2026 |
| MADDEN SECURITIES Corp | History | Reduced | 304,920 | 8,363 | 2.55% | 2.58% | 347 | -4,540 | -1.47% | Q4 2025 | Feb 04, 2026 |
| PITTENGER & ANDERSON INC | History | Reduced | 304,340 | 8,348 | 0.32% | 0.33% | 348 | -20,663 | -6.36% | Q4 2025 | Feb 02, 2026 |
| M&T BANK CORP | History | Added to | 304,250 | 8,345 | 0.03% | 0.01% | 349 | +166,546 | 120.94% | Q4 2025 | Jan 30, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Reduced | 304,087 | 8,341 | 0.17% | 0.23% | 350 | -159,194 | -34.36% | Q4 2025 | Feb 05, 2026 |
| DMKC Advisory Services, LLC | History | Added to | 302,599 | 8,300 | 3.64% | 3.04% | 351 | +82,919 | 37.75% | Q4 2025 | Jan 30, 2026 |
| Coquina Private Wealth LLC | History | New | 302,276 | 8,291 | 6.65% | — | 352 | +302,276 | New | Q4 2025 | Jan 29, 2026 |
| Karras Company, Inc. | History | New | 301,607 | 8,273 | 8.07% | — | 353 | +301,607 | New | Q4 2025 | Feb 06, 2026 |
| Avant Capital LLC | History | Reduced | 300,914 | 8,254 | 5.67% | 5.97% | 354 | -9,981 | -3.21% | Q4 2025 | Feb 13, 2026 |
| Appalachian Capital Management Ltd | History | New | 299,378 | 8,211 | 6.58% | — | 355 | +299,378 | New | Q4 2025 | Feb 17, 2026 |
| FourThought Financial Partners, LLC | History | Added to | 298,361 | 8,184 | 0.69% | 0.16% | 356 | +232,934 | 356.02% | Q4 2025 | Feb 06, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Added to | 298,000 | 8,174 | 0.0% | 0.0% | 357 | +86,400 | 40.83% | Q4 2025 | Jan 23, 2026 |
| Kure Advisory, LLC | History | Added to | 297,636 | 8,164 | 4.57% | 4.68% | 358 | +19,818 | 7.13% | Q4 2025 | Jan 08, 2026 |
| Livet Wealth, LLC | History | New | 294,428 | 8,076 | 4.97% | — | 359 | +294,428 | New | Q4 2025 | Feb 13, 2026 |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC | History | New | 291,786 | 8,018 | 6.76% | — | 360 | +291,786 | New | Q4 2025 | Jan 20, 2026 |
| Marble Wealth, LLC | History | New | 292,173 | 8,014 | 1.11% | — | 361 | +292,173 | New | Q4 2025 | Feb 10, 2026 |
| Navalign, LLC | History | Added to | 290,702 | 7,973 | 1.96% | 1.96% | 362 | +18,127 | 6.65% | Q4 2025 | Feb 05, 2026 |
| Belpointe Asset Management LLC | History | Added to | 290,552 | 7,969 | 0.29% | 0.28% | 363 | +21,367 | 7.94% | Q4 2025 | Jan 27, 2026 |
| Compound Planning, Inc. | History | Added to | 289,463 | 7,939 | 0.23% | 0.25% | 364 | +1,095 | 0.38% | Q4 2025 | Feb 19, 2026 |
| SPRENG CAPITAL MANAGEMENT, INC. | History | Reduced | 316,430 | 7,910 | 3.11% | 3.76% | 365 | -29,361 | -8.49% | Q4 2025 | Jan 30, 2026 |
| Blue Barn Wealth, LLC | History | Reduced | 288,349 | 7,909 | 11.52% | 6.41% | 366 | -246,430 | -46.08% | Q4 2025 | Feb 10, 2026 |
| Hudock, Inc. | History | Reduced | 288,219 | 7,905 | 1.16% | 1.46% | 367 | -64,126 | -18.2% | Q4 2025 | Feb 12, 2026 |
| Curtis Advisory Group, LLC | History | Reduced | 288,013 | 7,900 | 1.66% | 1.83% | 368 | -7,899 | -2.67% | Q4 2025 | Jan 23, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Added to | 285,665 | 7,835 | 1.26% | 1.22% | 369 | +36,025 | 14.43% | Q4 2025 | Feb 17, 2026 |
| Sage Financial Management Group, Inc. | History | Reduced | 285,427 | 7,829 | 2.39% | 2.58% | 370 | -10,952 | -3.7% | Q4 2025 | Feb 05, 2026 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | History | Reduced | 285,269 | 7,824 | 1.05% | 1.42% | 371 | -38,670 | -11.94% | Q4 2025 | Feb 17, 2026 |
| Guardian Financial Partners, LLC | History | Reduced | 283,878 | 7,786 | 3.28% | 3.48% | 372 | -18,093 | -5.99% | Q4 2025 | Jan 14, 2026 |
| Northeast Financial Group, Inc. | History | Added to | 283,676 | 7,782 | 1.76% | 1.83% | 373 | +14,069 | 5.22% | Q4 2025 | Feb 17, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 283,259 | 7,769 | 0.63% | 0.62% | 374 | +23,950 | 9.24% | Q4 2025 | Feb 12, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 281,622 | 7,725 | 0.06% | — | 375 | +281,622 | New | Q4 2025 | Feb 18, 2026 |
| HBK Sorce Advisory LLC | History | Added to | 244,681 | 7,700 | 0.18% | 0.15% | 376 | +19,624 | 8.72% | Q4 2025 | Feb 09, 2026 |
| SevenBridge Financial Group, LLC | History | Reduced | 262,910 | 7,671 | 1.23% | 1.24% | 377 | -14,798 | -5.33% | Q4 2025 | Feb 02, 2026 |
| ORG Partners LLC | History | Reduced | 279,654 | 7,670 | 1.35% | 1.4% | 378 | -925 | -0.33% | Q4 2025 | Jan 14, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 279,597 | 7,669 | 0.02% | 0.02% | 379 | -1,365 | -0.49% | Q4 2025 | Feb 13, 2026 |
| HRT FINANCIAL LP | History | New | 278,597 | 7,641 | 0.02% | — | 380 | +278,597 | New | Q4 2025 | Feb 12, 2026 |
| COLUMBIA ADVISORY PARTNERS LLC | History | Reduced | 277,356 | 7,607 | 5.18% | 6.76% | 381 | -80,789 | -22.56% | Q4 2025 | Jan 22, 2026 |
| Davis Capital Management | History | Reduced | 276,544 | 7,585 | 5.22% | 5.38% | 382 | -7,742 | -2.72% | Q4 2025 | Jan 28, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 276,133 | 7,574 | 0.37% | 0.32% | 383 | +29,408 | 11.92% | Q4 2025 | Jan 20, 2026 |
| NBT BANK N A /NY | History | Added to | 273,772 | 7,518 | 0.49% | 0.49% | 384 | +555 | 0.2% | Q4 2025 | Jan 23, 2026 |
| DT Investment Partners, LLC | History | Reduced | 270,515 | 7,420 | 0.61% | 0.65% | 385 | -9,515 | -3.4% | Q4 2025 | Feb 10, 2026 |
| Benchmark Financial Wealth Advisors, LLC | History | Reduced | 269,617 | 7,395 | 2.12% | 2.27% | 386 | -6,575 | -2.38% | Q4 2025 | Jan 27, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 269,420 | 7,390 | 0.19% | 0.2% | 387 | +3,543 | 1.33% | Q4 2025 | Jan 23, 2026 |
| Investors Research Corp | History | Added to | 267,435 | 7,335 | 1.34% | 1.29% | 388 | +12,861 | 5.05% | Q4 2025 | Jan 06, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 266,862 | 7,320 | 0.09% | 0.11% | 389 | -42,940 | -13.86% | Q4 2025 | Feb 09, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Reduced | 265,768 | 7,290 | 0.24% | 0.27% | 391 | -18,085 | -6.37% | Q4 2025 | Feb 13, 2026 |
| PINKERTON WEALTH, LLC | History | Reduced | 265,780 | 7,290 | 0.75% | 0.78% | 390 | -1,612 | -0.6% | Q4 2025 | Feb 06, 2026 |
| Econ Financial Services Corp | History | New | 264,057 | 7,243 | 3.63% | — | 392 | +264,057 | New | Q4 2025 | Jan 15, 2026 |
| Crescent Sterling, Ltd. | History | Added to | 263,398 | 7,225 | 7.41% | 7.2% | 393 | +12,639 | 5.04% | Q4 2025 | Jan 07, 2026 |
| Phil A. Younker & Associates, Ltd. | History | Added to | 263,047 | 7,215 | 5.03% | 5.49% | 394 | +383 | 0.15% | Q4 2025 | Jan 27, 2026 |
| Womack Financial LLC | History | Reduced | 262,792 | 7,208 | 5.32% | 5.64% | 395 | -9,402 | -3.45% | Q4 2025 | Feb 10, 2026 |
| NCM Capital Management, LLC | History | Added to | 262,623 | 7,203 | 2.67% | 2.72% | 396 | +5,597 | 2.18% | Q4 2025 | Mar 02, 2026 |
| INVESTMENT ADVISORY SERVICES INC /TX /ADV | History | Reduced | 262,479 | 7,199 | 2.25% | 2.56% | 397 | -35,588 | -11.94% | Q4 2025 | Jan 22, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 262,405 | 7,197 | 0.48% | 0.92% | 398 | -226,991 | -46.38% | Q4 2025 | Feb 20, 2026 |
| Per Stirling Capital Management, LLC. | History | Reduced | 260,283 | 7,139 | 0.8% | 0.86% | 399 | -2,127 | -0.81% | Q4 2025 | Feb 17, 2026 |
| Old Port Advisors | History | Added to | 259,568 | 7,119 | 1.75% | 1.74% | 400 | +5,915 | 2.33% | Q4 2025 | Jan 08, 2026 |
| SCS Capital Management LLC | History | Reduced | 259,350 | 7,113 | 0.08% | 0.08% | 401 | -6,613 | -2.49% | Q4 2025 | Feb 10, 2026 |
| Arrowroot Family Office, LLC | History | Reduced | 258,447 | 7,089 | 2.58% | 2.85% | 402 | -3,238 | -1.24% | Q4 2025 | Feb 11, 2026 |
| Tudor Financial Inc. | History | Added to | 258,144 | 7,080 | 3.62% | 3.64% | 403 | +7,116 | 2.83% | Q4 2025 | Feb 13, 2026 |
| Centric Wealth Management | History | Added to | 235,797 | 7,073 | 1.49% | 1.37% | 404 | +5,357 | 2.32% | Q4 2025 | Feb 04, 2026 |
| New England Private Wealth Advisors LLC | History | Reduced | 257,601 | 7,065 | 0.88% | 1.09% | 405 | -45,902 | -15.12% | Q4 2025 | Feb 13, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 253,943 | 7,016 | 0.27% | 0.34% | 406 | +52,802 | 26.25% | Q4 2025 | Feb 13, 2026 |
| Goldstone Financial Group, LLC | History | Added to | 255,581 | 7,010 | 0.78% | 0.75% | 407 | +24,018 | 10.37% | Q4 2025 | Feb 13, 2026 |
| Trek Financial, LLC | History | Added to | 255,443 | 7,006 | 0.41% | 0.37% | 408 | +26,527 | 11.59% | Q4 2025 | Feb 04, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 239,861 | 6,989 | 0.17% | 0.17% | 409 | +378 | 0.16% | Q4 2025 | Jan 28, 2026 |
| HRC WEALTH MANAGEMENT, LLC | History | Added to | 253,201 | 6,945 | 3.33% | 3.35% | 410 | +1,908 | 0.76% | Q4 2025 | Jan 21, 2026 |
| Compass Financial Group, Inc. (Ohio) | History | New | 252,519 | 6,926 | 5.07% | — | 411 | +252,519 | New | Q4 2025 | Mar 04, 2026 |
| Burns Matteson Capital Management, LLC | History | Reduced | 252,456 | 6,924 | 2.43% | 2.74% | 412 | -1,367 | -0.54% | Q4 2025 | Jan 15, 2026 |
| Kellett Wealth Advisors, LLC | History | Added to | 251,806 | 6,907 | 3.95% | 3.45% | 413 | +42,162 | 20.11% | Q4 2025 | Jan 23, 2026 |
| Financial Partners Group, Inc | History | Reduced | 231,428 | 6,901 | 0.8% | 0.88% | 414 | -28,073 | -10.82% | Q4 2025 | Feb 03, 2026 |
| Yelin Lapidot Holdings Management Ltd. | History | No change | 251,541 | 6,899 | 1.38% | 1.44% | 415 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Michels Family Financial, LLC | History | Added to | 250,692 | 6,876 | 5.05% | 5.0% | 416 | +15,539 | 6.61% | Q4 2025 | Feb 19, 2026 |
| Plancorp, LLC | History | Reduced | 250,456 | 6,869 | 0.21% | 0.23% | 417 | -15,694 | -5.9% | Q4 2025 | Feb 05, 2026 |
| IMA Advisory Services, Inc. | History | Reduced | 250,392 | 6,868 | 0.66% | 1.72% | 418 | -373,999 | -59.9% | Q4 2025 | Feb 11, 2026 |
| DONALDSON CAPITAL MANAGEMENT, LLC | History | Added to | 250,116 | 6,860 | 0.22% | 0.22% | 419 | +296 | 0.12% | Q4 2025 | Jan 14, 2026 |
| NWAM LLC | History | Added to | 236,665 | 6,823 | 0.38% | 0.34% | 420 | +5,834 | 2.53% | Q4 2025 | Feb 04, 2026 |
| Intrua Financial, LLC | History | Added to | 248,518 | 6,816 | 0.72% | 0.55% | 421 | +63,516 | 34.33% | Q4 2025 | Feb 05, 2026 |
| Continuum Advisory, LLC | History | Reduced | 248,206 | 6,808 | 0.68% | 0.77% | 422 | -18,368 | -6.89% | Q4 2025 | Feb 11, 2026 |
| Squarepoint Ops LLC | History | Reduced | 246,400 | 6,758 | 0.01% | 0.01% | 423 | -33,543 | -11.98% | Q4 2025 | Feb 13, 2026 |
| TruWealth Advisors, LLC | History | Reduced | 245,401 | 6,757 | 0.33% | 0.36% | 424 | -18,199 | -6.9% | Q4 2025 | Jan 07, 2026 |
| JNBA Financial Advisors | History | Reduced | 246,152 | 6,751 | 0.59% | 0.71% | 425 | -41,890 | -14.54% | Q4 2025 | Jan 26, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Reduced | 245,683 | 6,739 | 0.74% | 0.79% | 426 | -8,485 | -3.34% | Q4 2025 | Jan 20, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Reduced | 242,594 | 6,654 | 0.42% | 0.45% | 427 | -8,980 | -3.57% | Q4 2025 | Jan 23, 2026 |
| Visionary Wealth Advisors | History | Reduced | 241,638 | 6,628 | 0.3% | 0.31% | 428 | -3,066 | -1.25% | Q4 2025 | Feb 13, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 225,867 | 6,617 | 1.03% | 0.0% | 429 | +225,135 | 30756.15% | Q4 2025 | Feb 02, 2026 |
| Canal Capital Management, LLC | History | New | 241,124 | 6,614 | 0.94% | — | 430 | +241,124 | New | Q4 2025 | Jan 06, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 240,365 | 6,593 | 0.0% | 0.0% | 431 | -23,446 | -8.89% | Q4 2025 | Feb 17, 2026 |
| CapWealth Advisors, LLC | History | Reduced | 238,062 | 6,530 | 0.45% | 0.46% | 432 | -8,192 | -3.33% | Q4 2025 | Feb 06, 2026 |
| Fifth Third Wealth Advisors LLC | History | Added to | 237,945 | 6,526 | 0.23% | 0.22% | 433 | +19,718 | 9.04% | Q4 2025 | Jan 15, 2026 |
| High Net Worth Advisory Group LLC | History | Added to | 237,862 | 6,524 | 1.5% | 1.56% | 434 | +19 | 0.01% | Q4 2025 | Jan 23, 2026 |
| Goepper Burkhardt LLC | History | Reduced | 236,868 | 6,497 | 2.12% | 3.54% | 435 | -143,335 | -37.7% | Q4 2025 | Feb 09, 2026 |
| St. Johns Investment Management Company, LLC | History | Added to | 235,650 | 6,463 | 2.7% | 2.58% | 436 | +13,415 | 6.04% | Q4 2025 | Jan 29, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Reduced | 235,100 | 6,448 | 0.38% | 0.75% | 437 | -170,856 | -42.09% | Q4 2025 | Feb 10, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 234,331 | 6,427 | 0.01% | 0.01% | 438 | +656 | 0.28% | Q4 2025 | Feb 12, 2026 |
| Asset Advisory Group, Inc. | History | New | 233,864 | 6,414 | 3.2% | — | 439 | +233,864 | New | Q4 2025 | Feb 12, 2026 |
| Family Investment Center, Inc. | History | Reduced | 232,137 | 6,367 | 1.29% | 1.43% | 440 | -20,273 | -8.03% | Q4 2025 | Jan 23, 2026 |
| BEACON ADVISORS HOLDINGS, LLC | History | New | 229,827 | 6,304 | 3.32% | — | 441 | +229,827 | New | Q4 2025 | Feb 27, 2026 |
| MFA Wealth Services | History | Reduced | 228,026 | 6,254 | 4.23% | 4.33% | 442 | -1,579 | -0.69% | Q4 2025 | Jan 15, 2026 |
| BROWN ADVISORY INC | History | Added to | 227,544 | 6,241 | 0.01% | 0.01% | 443 | +517 | 0.23% | Q4 2025 | Feb 13, 2026 |
| Adams Asset Advisors, LLC | History | Reduced | 227,090 | 6,229 | 0.82% | 0.82% | 444 | -4,499 | -1.94% | Q4 2025 | Jan 15, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 224,835 | 6,167 | 0.36% | 0.35% | 445 | -73,064 | -24.53% | Q4 2025 | Jan 30, 2026 |
| USAdvisors Wealth Management, LLC | History | Added to | 224,641 | 6,161 | 2.03% | 2.09% | 446 | +2,414 | 1.09% | Q4 2025 | Feb 05, 2026 |
| ROVIN CAPITAL /UT/ /ADV | History | Reduced | 222,178 | 6,094 | 1.62% | 1.66% | 447 | -4,413 | -1.95% | Q4 2025 | Feb 09, 2026 |
| Uniting Wealth Partners, LLC | History | Added to | 222,016 | 6,089 | 1.87% | 1.38% | 448 | +8,076 | 3.77% | Q4 2025 | Feb 13, 2026 |
| MRWM Advisors, LLC | History | Reduced | 221,348 | 6,071 | 3.26% | 4.51% | 449 | -69,160 | -23.81% | Q4 2025 | Jan 26, 2026 |
| Barry Investment Advisors, LLC | History | Reduced | 220,803 | 6,056 | 1.35% | 1.42% | 450 | -4,920 | -2.18% | Q4 2025 | Feb 09, 2026 |
| Composition Wealth, LLC | History | Added to | 220,217 | 6,040 | 0.09% | 0.08% | 451 | +20,220 | 10.11% | Q4 2025 | Feb 02, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Added to | 219,951 | 6,033 | 0.08% | 0.04% | 452 | +102,720 | 87.62% | Q4 2025 | Feb 10, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 210,756 | 6,031 | 0.28% | 0.32% | 453 | +695 | 0.33% | Q4 2025 | Feb 03, 2026 |
| Texas Yale Capital Corp. | History | Added to | 218,937 | 6,005 | 0.18% | 0.18% | 454 | +13,163 | 6.4% | Q4 2025 | Feb 10, 2026 |
| Global Strategic Investment Solutions, LLC | History | No change | 218,814 | 6,002 | 0.59% | 0.6% | 455 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| WMS Group LLC | History | New | 217,410 | 5,963 | 7.58% | — | 456 | +217,410 | New | Q4 2025 | Mar 03, 2026 |
| Allen Capital Group, LLC | History | Added to | 216,355 | 5,934 | 0.54% | 0.49% | 457 | +24,074 | 12.52% | Q4 2025 | Feb 09, 2026 |
| Talisman Wealth Advisors LLC | History | Added to | 215,520 | 5,918 | 4.6% | 4.77% | 458 | +4,532 | 2.15% | Q4 2025 | Feb 20, 2026 |
| Alliance Wealth Management Group | History | Reduced | 214,553 | 5,885 | 1.29% | 1.3% | 459 | -267 | -0.12% | Q4 2025 | Jan 21, 2026 |
| Towercrest Capital Management | History | Reduced | 214,553 | 5,885 | 0.93% | 0.94% | 460 | -267 | -0.12% | Q4 2025 | Jan 21, 2026 |
| SHERMAN PORFOLIOS, LLC | History | New | 214,000 | 5,870 | 0.4% | — | 461 | +214,000 | New | Q4 2025 | Feb 17, 2026 |
| Dorato Capital Management | History | New | 201,969 | 5,865 | 4.4% | — | 462 | +201,969 | New | Q4 2025 | Jan 16, 2026 |
| SMITH, MOORE & CO. | History | Reduced | 213,662 | 5,860 | 0.44% | 0.59% | 463 | -68,685 | -24.33% | Q4 2025 | Jan 23, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 213,488 | 5,855 | 0.07% | 0.07% | 464 | -22,893 | -9.68% | Q4 2025 | Feb 13, 2026 |
| BEACON FINANCIAL PLANNING, INC | History | Added to | 213,475 | 5,855 | 2.82% | 2.94% | 465 | +5,441 | 2.62% | Q4 2025 | Jan 22, 2026 |
| Certified Advisory Corp | History | Reduced | 213,140 | 5,846 | 0.53% | 0.61% | 466 | -20,754 | -8.87% | Q4 2025 | Jan 12, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 212,388 | 5,825 | 0.2% | 0.24% | 467 | -30,707 | -12.63% | Q4 2025 | Jan 13, 2026 |
| Moran Wealth Management, LLC | History | Added to | 211,835 | 5,810 | 0.18% | 0.15% | 468 | +33,837 | 19.01% | Q4 2025 | Jan 26, 2026 |
| Excelsior Advisor Network LLC | History | New | 211,583 | 5,803 | 2.82% | — | 469 | +211,583 | New | Q4 2025 | Feb 13, 2026 |
| Andrews Advisory Associates, LLC | History | New | 210,961 | 5,786 | 3.08% | — | 470 | +210,961 | New | Q4 2025 | Feb 18, 2026 |
| Milestone Investment Advisors LLC | History | Reduced | 210,871 | 5,784 | 1.4% | 1.48% | 471 | -6,786 | -3.12% | Q4 2025 | Feb 11, 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD | History | New | 210,749 | 5,780 | 0.85% | — | 472 | +210,749 | New | Q4 2025 | Feb 13, 2026 |
| FIRST MERCHANTS CORP | History | Reduced | 210,080 | 5,762 | 0.21% | 0.26% | 473 | -40,962 | -16.32% | Q4 2025 | Jan 12, 2026 |
| United Bank | History | Added to | 210,092 | 5,762 | 1.95% | 1.92% | 474 | +7,544 | 3.72% | Q4 2025 | Feb 05, 2026 |
| Insight Advisors, LLC/ PA | History | Reduced | 209,513 | 5,746 | 0.87% | 0.88% | 475 | -2,634 | -1.24% | Q4 2025 | Feb 11, 2026 |
| AlphaCore Capital LLC | History | Added to | 209,097 | 5,735 | 0.13% | 0.11% | 476 | +91,569 | 77.91% | Q4 2025 | Feb 05, 2026 |
| Premier Private Wealth Management LLC | History | New | 190,874 | 5,726 | 5.93% | — | 477 | +190,874 | New | Q4 2025 | Feb 11, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 208,666 | 5,723 | 0.27% | 0.24% | 478 | +9,015 | 4.52% | Q4 2025 | Jan 21, 2026 |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | History | Added to | 206,758 | 5,671 | 0.82% | 0.8% | 479 | +7,020 | 3.51% | Q4 2025 | Feb 06, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 206,537 | 5,665 | 0.09% | 0.09% | 480 | +1,573 | 0.77% | Q4 2025 | Feb 12, 2026 |
| Legacy Advisors, LLC | History | Added to | 205,284 | 5,630 | 0.6% | 0.69% | 481 | +753 | 0.37% | Q4 2025 | Jan 27, 2026 |
| Holos Integrated Wealth LLC | History | Added to | 202,169 | 5,606 | 3.13% | 2.41% | 482 | +48,067 | 31.19% | Q4 2025 | Jan 05, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 201,441 | 5,525 | 0.13% | 0.22% | 483 | -124,048 | -38.11% | Q4 2025 | Feb 17, 2026 |
| Sendero Wealth Management, LLC | History | Reduced | 200,578 | 5,501 | 0.61% | 0.69% | 484 | -16,548 | -7.62% | Q4 2025 | Jan 13, 2026 |
| Bensler, LLC | History | Reduced | 198,172 | 5,435 | 0.54% | 0.6% | 485 | -13,471 | -6.36% | Q4 2025 | Feb 04, 2026 |
| Legacy Private Trust Co. | History | Reduced | 198,129 | 5,434 | 0.32% | 0.32% | 486 | -892 | -0.45% | Q4 2025 | Jan 08, 2026 |
| Red Door Wealth Management, LLC | History | Reduced | 197,654 | 5,421 | 0.56% | 0.59% | 487 | -7,152 | -3.49% | Q4 2025 | Jan 20, 2026 |
| Merkkuri Wealth Advisors LLC | History | Reduced | 197,078 | 5,405 | 3.68% | 6.66% | 488 | -139,258 | -41.4% | Q4 2025 | Jan 29, 2026 |
| Alpha Omega Wealth Management LLC | History | Added to | 195,264 | 5,356 | 0.89% | 0.88% | 489 | +2,005 | 1.04% | Q4 2025 | Jan 22, 2026 |
| PCA Investment Advisory Services Inc. | History | Reduced | 195,148 | 5,352 | 1.87% | 2.2% | 490 | -22,454 | -10.32% | Q4 2025 | Feb 10, 2026 |
| Exeter Financial, LLC | History | Added to | 195,085 | 5,351 | 2.28% | 2.16% | 491 | +11,573 | 6.31% | Q4 2025 | Jan 07, 2026 |
| WealthPLAN Partners, LLC | History | Reduced | 193,573 | 5,309 | 0.79% | 0.87% | 492 | -19,159 | -9.01% | Q4 2025 | Feb 12, 2026 |
| CHANNEL WEALTH LLC | History | Reduced | 191,481 | 5,252 | 1.33% | 2.81% | 493 | -193,884 | -50.31% | Q4 2025 | Feb 03, 2026 |
| Eagle Strategies LLC | History | Added to | 190,844 | 5,234 | 0.67% | 0.69% | 494 | +3,219 | 1.72% | Q4 2025 | Jan 23, 2026 |
| PFG Investments, LLC | History | Added to | 189,143 | 5,188 | 0.24% | 0.26% | 495 | +7,682 | 4.23% | Q4 2025 | Jan 26, 2026 |
| Hofer & Associates. Inc | History | Added to | 188,626 | 5,174 | 2.74% | 2.84% | 496 | +6,744 | 3.71% | Q4 2025 | Jan 15, 2026 |
| Spire Wealth Management | History | Added to | 188,076 | 5,158 | 0.17% | 0.17% | 497 | +2,282 | 1.23% | Q4 2025 | Jan 14, 2026 |
| Seek First Inc. | History | Reduced | 187,947 | 5,155 | 3.55% | 3.82% | 498 | -6,716 | -3.45% | Q4 2025 | Jan 30, 2026 |
| White Lighthouse Investment Management Inc. | History | Added to | 187,668 | 5,147 | 0.72% | 0.51% | 499 | +64,483 | 52.35% | Q4 2025 | Feb 09, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 186,559 | 5,117 | 0.15% | 0.16% | 500 | +3,186 | 1.74% | Q4 2025 | Feb 12, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Reduced | 186,419 | 5,113 | 0.3% | 0.36% | 501 | -27,321 | -12.78% | Q4 2025 | Feb 10, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 186,404 | 5,113 | 0.09% | 0.09% | 502 | -4,054 | -2.13% | Q4 2025 | Jan 22, 2026 |
| Quantinno Capital Management LP | History | Added to | 185,480 | 5,087 | 0.01% | 0.01% | 503 | +16,393 | 9.7% | Q4 2025 | Feb 17, 2026 |
| Arax Advisory Partners | History | New | 184,903 | 5,076 | 0.15% | — | 504 | +184,903 | New | Q4 2025 | Feb 13, 2026 |
| Global Financial Private Client, LLC | History | Reduced | 185,012 | 5,074 | 1.78% | 1.94% | 505 | -14,486 | -7.26% | Q4 2025 | Jan 27, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 183,510 | 5,033 | 0.12% | 0.12% | 506 | -2,667 | -1.43% | Q4 2025 | Feb 13, 2026 |
| Smithfield Trust Co | History | Reduced | 182,941 | 5,019 | 0.22% | 0.23% | 507 | -4,031 | -2.16% | Q4 2025 | Feb 09, 2026 |
| SEI INVESTMENTS CO | History | Added to | 182,953 | 5,018 | 0.0% | 0.01% | 508 | +4,587 | 2.57% | Q4 2025 | Feb 13, 2026 |
| D.B. Root & Company, LLC | History | Reduced | 180,430 | 4,949 | 1.21% | 1.44% | 509 | -26,845 | -12.95% | Q4 2025 | Feb 03, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 179,854 | 4,933 | 1.52% | 0.12% | 510 | +175,406 | 3943.48% | Q4 2025 | Feb 17, 2026 |
| WEALTHSPAN PARTNERS, LLC | History | Added to | 179,033 | 4,910 | 1.78% | 1.36% | 511 | +48,538 | 37.2% | Q4 2025 | Jan 27, 2026 |
| HC Advisors, LLC | History | Added to | 178,715 | 4,902 | 3.39% | 3.42% | 512 | +258 | 0.14% | Q4 2025 | Feb 11, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Added to | 177,838 | 4,878 | 0.04% | 0.04% | 513 | +5,386 | 3.12% | Q4 2025 | Feb 13, 2026 |
| FAGAN ASSOCIATES, INC. | History | Added to | 177,446 | 4,867 | 0.65% | 0.66% | 514 | +1,949 | 1.11% | Q4 2025 | Jan 30, 2026 |
| Onyx Bridge Wealth Group LLC | History | Reduced | 176,749 | 4,848 | 0.52% | 1.6% | 515 | -363,277 | -67.27% | Q4 2025 | Feb 18, 2026 |
| J. Mark Nickell & Co. | History | New | 176,069 | 4,829 | 4.46% | — | 516 | +176,069 | New | Q4 2025 | Feb 13, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | Reduced | 175,888 | 4,824 | 0.77% | 0.94% | 517 | -19,979 | -10.2% | Q4 2025 | Jan 22, 2026 |
| Joseph P. Lucia & Associates, LLC | History | Added to | 174,673 | 4,791 | 1.73% | 1.71% | 518 | +9,051 | 5.46% | Q4 2025 | Jan 28, 2026 |
| Guild Investment Management, Inc. | History | Added to | 174,170 | 4,777 | 3.54% | 3.46% | 519 | +14,505 | 9.08% | Q4 2025 | Jan 21, 2026 |
| SIGNAL TREE FINANCIAL PARTNERS LLC | History | Added to | 173,859 | 4,768 | 3.64% | 3.43% | 520 | +16,368 | 10.39% | Q4 2025 | Feb 17, 2026 |
| Berkeley, Inc | History | Reduced | 172,905 | 4,742 | 1.51% | 1.54% | 521 | -2,383 | -1.36% | Q4 2025 | Jan 26, 2026 |
| TrueWealth Advisors, LLC | History | Reduced | 171,894 | 4,715 | 1.22% | 1.41% | 522 | -19,547 | -10.21% | Q4 2025 | Jan 07, 2026 |
| JT Stratford LLC | History | Reduced | 171,752 | 4,711 | 0.6% | 0.65% | 523 | -5,442 | -3.07% | Q4 2025 | Feb 12, 2026 |
| RETIREMENT PLANNING GROUP, LLC / NY | History | Added to | 171,629 | 4,707 | 3.21% | 2.24% | 524 | +62,066 | 56.65% | Q4 2025 | Feb 02, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 170,364 | 4,673 | 0.17% | 0.18% | 525 | -6,064 | -3.44% | Q4 2025 | Feb 02, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | New | 169,910 | 4,660 | 0.01% | — | 526 | +169,910 | New | Q4 2025 | Feb 17, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | Reduced | 169,879 | 4,659 | 0.15% | 0.16% | 527 | -17,327 | -9.26% | Q4 2025 | Feb 13, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 169,768 | 4,656 | 0.08% | 0.1% | 528 | -12,492 | -6.85% | Q4 2025 | Jan 16, 2026 |
| FLC Capital Advisors | History | Reduced | 169,562 | 4,651 | 0.86% | 0.91% | 529 | -3,462 | -2.0% | Q4 2025 | Feb 11, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Added to | 169,110 | 4,638 | 0.06% | 0.05% | 530 | +9,165 | 5.73% | Q4 2025 | Feb 02, 2026 |
| Vista Cima Wealth Management LLC | History | Added to | 167,649 | 4,598 | 3.83% | 3.59% | 531 | +9,844 | 6.24% | Q4 2025 | Feb 11, 2026 |
| Alpha Cubed Investments, LLC | History | Added to | 164,993 | 4,525 | 0.15% | 0.15% | 532 | +3,101 | 1.92% | Q4 2025 | Feb 03, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 164,774 | 4,519 | 0.12% | 0.14% | 533 | -3,749 | -2.22% | Q4 2025 | Feb 02, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 164,347 | 4,508 | 0.36% | 0.29% | 534 | +48,744 | 42.16% | Q4 2025 | Jan 13, 2026 |
| ALPHA CAPITAL ADVISORS INC /ADV | History | New | 157,354 | 4,503 | 4.18% | — | 535 | +157,354 | New | Q4 2025 | Feb 18, 2026 |
| US BANCORP \DE\ | History | Reduced | 163,875 | 4,495 | 0.01% | 0.01% | 536 | -283 | -0.17% | Q4 2025 | Jan 30, 2026 |
| Pallas Capital Advisors LLC | History | Added to | 163,065 | 4,472 | 0.15% | 0.16% | 537 | +2,744 | 1.71% | Q4 2025 | Jan 14, 2026 |
| MBE Wealth Management, LLC | History | Reduced | 162,818 | 4,466 | 1.87% | 1.97% | 538 | -4,250 | -2.54% | Q4 2025 | Jan 21, 2026 |
| LYNCH & ASSOCIATES/IN | History | Reduced | 162,740 | 4,463 | 0.84% | 0.87% | 539 | -1,841 | -1.12% | Q4 2025 | Jan 07, 2026 |
| METROPOLITAN LIFE INSURANCE CO/NY | History | Reduced | 161,400 | 4,427 | 1.34% | 1.52% | 540 | -29,100 | -15.28% | Q4 2025 | Feb 12, 2026 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | History | Reduced | 160,629 | 4,406 | 2.18% | 2.93% | 541 | -35,351 | -18.04% | Q4 2025 | Jan 30, 2026 |
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT | History | Added to | 160,120 | 4,392 | 1.52% | 1.51% | 542 | +9,298 | 6.16% | Q4 2025 | Jan 27, 2026 |
| Chris Bulman Inc | History | Reduced | 159,619 | 4,378 | 1.94% | 2.99% | 543 | -58,979 | -26.98% | Q4 2025 | Jan 14, 2026 |
| OLIO Financial Planning | History | Added to | 159,440 | 4,373 | 1.23% | 1.27% | 544 | +900 | 0.57% | Q4 2025 | Jan 21, 2026 |
| CUTLER INVESTMENT COUNSEL LLC | History | Reduced | 159,122 | 4,364 | 0.45% | 0.46% | 545 | -1,865 | -1.16% | Q4 2025 | Feb 12, 2026 |
| Foguth Wealth Management, LLC. | History | New | 157,252 | 4,360 | 0.68% | — | 546 | +157,252 | New | Q4 2025 | Jan 05, 2026 |
| Jefferies Financial Group Inc. | History | Added to | 158,338 | 4,343 | 0.02% | 0.0% | 547 | +135,700 | 599.43% | Q4 2025 | Feb 09, 2026 |
| Cresta Advisors, Ltd. | History | Added to | 158,290 | 4,341 | 1.82% | 1.81% | 548 | +9,587 | 6.45% | Q4 2025 | Feb 03, 2026 |
| Oxinas Partners, LLC | History | Added to | 157,483 | 4,319 | 2.08% | 2.14% | 549 | +10,812 | 7.37% | Q4 2025 | Jan 26, 2026 |
| Game Plan Financial Advisors, LLC | History | Reduced | 155,845 | 4,274 | 1.72% | 1.76% | 550 | -168 | -0.11% | Q4 2025 | Jan 14, 2026 |
| Paradigm Capital Management, LLC/NV | History | Added to | 155,390 | 4,262 | 3.96% | 3.92% | 551 | +10,741 | 7.43% | Q4 2025 | Feb 06, 2026 |
| CAMDEN NATIONAL BANK | History | Added to | 154,918 | 4,249 | 0.58% | 0.57% | 552 | +6,261 | 4.21% | Q4 2025 | Feb 10, 2026 |
| Betterment LLC | History | Added to | 153,306 | 4,205 | 0.01% | 0.01% | 553 | +47,638 | 45.08% | Q4 2025 | Feb 12, 2026 |
| Nikulski Financial, Inc. | History | Added to | 151,584 | 4,157 | 0.99% | 0.99% | 554 | +6,924 | 4.79% | Q4 2025 | Jan 15, 2026 |
| ROMAN BUTLER FULLERTON & CO | History | Added to | 141,230 | 4,119 | 1.08% | 0.96% | 555 | +7,862 | 5.89% | Q4 2025 | Jan 26, 2026 |
| KKM Financial LLC | History | New | 150,096 | 4,117 | 0.73% | — | 556 | +150,096 | New | Q4 2025 | Feb 18, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Reduced | 149,704 | 4,106 | 0.29% | 0.34% | 557 | -28,145 | -15.83% | Q4 2025 | Feb 12, 2026 |
| Decker Retirement Planning Inc. | History | Added to | 149,592 | 4,103 | 2.04% | 2.05% | 558 | +12,894 | 9.43% | Q4 2025 | Jan 26, 2026 |
| Emerald Advisors, LLC | History | Added to | 149,553 | 4,102 | 0.56% | 0.5% | 559 | +12,103 | 8.81% | Q4 2025 | Jan 27, 2026 |
| MOR Wealth Management, LLC | History | New | 148,746 | 4,080 | 1.86% | — | 560 | +148,746 | New | Q4 2025 | Jan 15, 2026 |
| Keystone Financial Services, LLC | History | Reduced | 147,611 | 4,048 | 2.76% | 2.85% | 561 | -1,455 | -0.98% | Q4 2025 | Jan 27, 2026 |
| Independent Advisor Alliance | History | Added to | 147,069 | 4,034 | 0.1% | 0.04% | 562 | +85,241 | 137.87% | Q4 2025 | Feb 04, 2026 |
| Prospera Financial Services Inc | History | Reduced | 146,998 | 4,033 | 0.07% | 0.07% | 563 | -4,056 | -2.69% | Q4 2025 | Feb 09, 2026 |
| Auxano Advisors, LLC | History | Reduced | 146,948 | 4,030 | 0.8% | 0.95% | 564 | -16,504 | -10.1% | Q4 2025 | Feb 06, 2026 |
| Breakwater Investment Management | History | Added to | 146,518 | 4,018 | 1.45% | 1.39% | 565 | +8,592 | 6.23% | Q4 2025 | Feb 02, 2026 |
| Kovack Advisors, Inc. | History | Added to | 146,092 | 4,007 | 0.19% | 0.17% | 566 | +79,397 | 119.04% | Q4 2025 | Feb 17, 2026 |
| Axis Wealth Partners, LLC | History | Reduced | 145,872 | 4,001 | 2.21% | 2.36% | 567 | -2,054 | -1.39% | Q4 2025 | Jan 30, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | Reduced | 144,812 | 3,972 | 1.16% | 1.94% | 568 | -70,763 | -32.83% | Q4 2025 | Feb 11, 2026 |
| IRON Financial LLC | History | Added to | 144,304 | 3,958 | 1.82% | 1.22% | 569 | +50,626 | 54.04% | Q4 2025 | Jan 22, 2026 |
| Gradient Capital Advisors, LLC | History | Reduced | 143,660 | 3,940 | 1.02% | 1.06% | 570 | -952 | -0.66% | Q4 2025 | Feb 06, 2026 |
| Soltis Investment Advisors LLC | History | Added to | 143,131 | 3,926 | 0.26% | 0.24% | 571 | +13,659 | 10.55% | Q4 2025 | Apr 02, 2026 |
| RVW Wealth, LLC | History | Reduced | 142,469 | 3,907 | 0.3% | 0.33% | 572 | -12,770 | -8.23% | Q4 2025 | Jan 12, 2026 |
| Caprock Group, LLC | History | Reduced | 141,922 | 3,892 | 0.08% | 0.12% | 573 | -32,432 | -18.6% | Q4 2025 | Jan 28, 2026 |
| WealthPlan Investment Management, LLC | History | Reduced | 141,645 | 3,885 | 0.25% | 0.28% | 574 | -13,709 | -8.82% | Q4 2025 | Feb 05, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 141,560 | 3,882 | 0.02% | 0.02% | 575 | +46,490 | 48.9% | Q4 2025 | Feb 12, 2026 |
| Compass Financial Group, INC/SD | History | Added to | 141,410 | 3,878 | 0.55% | 0.57% | 576 | +1,815 | 1.3% | Q4 2025 | Jan 27, 2026 |
| GM Advisory Group, LLC | History | Reduced | 141,306 | 3,876 | 0.15% | 0.21% | 577 | -35,493 | -20.08% | Q4 2025 | Feb 13, 2026 |
| NewEdge Wealth, LLC | History | Added to | 141,209 | 3,873 | 0.04% | 0.05% | 578 | +13,730 | 10.77% | Q4 2025 | Feb 03, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Reduced | 140,446 | 3,852 | 0.41% | 0.48% | 579 | -17,876 | -11.29% | Q4 2025 | Jan 28, 2026 |
| VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | History | Added to | 140,021 | 3,840 | 1.12% | 1.05% | 580 | +8,219 | 6.24% | Q4 2025 | Feb 12, 2026 |
| Vermillion Wealth Management, Inc. | History | Reduced | 140,012 | 3,840 | 1.56% | 1.05% | 581 | -1,953 | -1.38% | Q4 2025 | Feb 11, 2026 |
| LVM CAPITAL MANAGEMENT LTD/MI | History | Reduced | 139,177 | 3,818 | 0.35% | 0.37% | 582 | -3,727 | -2.61% | Q4 2025 | Jan 12, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Added to | 138,944 | 3,811 | 0.52% | 0.45% | 583 | +28,363 | 25.65% | Q4 2025 | Feb 17, 2026 |
| AMG National Trust Bank | History | Reduced | 138,903 | 3,810 | 0.09% | 0.09% | 584 | -3,047 | -2.15% | Q4 2025 | Jan 30, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 138,503 | 3,799 | 0.27% | 0.25% | 585 | +24,551 | 21.55% | Q4 2025 | Jan 21, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 159,928 | 3,796 | 0.09% | 0.1% | 586 | -37,967 | -19.19% | Q4 2025 | Feb 11, 2026 |
| Evolution Wealth Advisors, LLC | History | Added to | 138,398 | 3,796 | 0.38% | 0.5% | 587 | +781 | 0.57% | Q4 2025 | Jan 12, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 136,854 | 3,753 | 0.14% | 0.14% | 588 | +796 | 0.59% | Q4 2025 | Feb 17, 2026 |
| Genesee Capital Advisors, LLC | History | Added to | 136,703 | 3,749 | 1.51% | 1.3% | 589 | +26,928 | 24.53% | Q4 2025 | Jan 16, 2026 |
| Transcendent Capital Group LLC | History | Added to | 136,601 | 3,746 | 1.7% | 1.62% | 590 | +3,829 | 2.88% | Q4 2025 | Jan 26, 2026 |
| PANORAMIC INVESTMENT ADVISORS, LLC | History | Reduced | 135,285 | 3,710 | 2.02% | 2.13% | 591 | -3,287 | -2.37% | Q4 2025 | Feb 05, 2026 |
| Liberty Capital Management, Inc. | History | Added to | 134,833 | 3,698 | 0.69% | 0.62% | 592 | +14,286 | 11.85% | Q4 2025 | Jan 26, 2026 |
| BXM Wealth LLC | History | Added to | 134,698 | 3,694 | 2.85% | 1.23% | 593 | +84,985 | 170.95% | Q4 2025 | Jan 20, 2026 |
| SFM, LLC | History | Added to | 134,468 | 3,688 | 2.16% | 2.01% | 594 | +7,543 | 5.94% | Q4 2025 | Jan 23, 2026 |
| Warwick Investment Management, Inc. | History | Reduced | 134,295 | 3,683 | 0.57% | 0.65% | 595 | -2,038 | -1.49% | Q4 2025 | Jan 15, 2026 |
| Northstar Group, Inc. | History | Reduced | 134,036 | 3,676 | 0.5% | 0.54% | 596 | -574 | -0.43% | Q4 2025 | Feb 13, 2026 |
| WPG Advisers, LLC | History | Reduced | 133,634 | 3,665 | 2.72% | 3.45% | 597 | -29,265 | -17.97% | Q4 2025 | Jan 28, 2026 |
| Cambridge Financial Group, LLC | History | Added to | 132,738 | 3,646 | 1.27% | 1.13% | 598 | +4,570 | 3.57% | Q4 2025 | Jan 09, 2026 |
| FOCUSED ALPHA, LLC | History | New | 132,606 | 3,637 | 1.07% | — | 599 | +132,606 | New | Q4 2025 | Feb 13, 2026 |
| Roundview Capital LLC | History | Reduced | 132,575 | 3,636 | 0.22% | 0.24% | 600 | -6,691 | -4.8% | Q4 2025 | Feb 09, 2026 |
| COMERICA BANK | History | Reduced | 131,587 | 3,609 | 0.01% | 0.01% | 601 | -13,716 | -9.44% | Q4 2025 | Jan 29, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Added to | 131,526 | 3,607 | 1.28% | 1.19% | 602 | +10,055 | 8.28% | Q4 2025 | Jan 09, 2026 |
| Horizon Investments, LLC | History | Reduced | 130,764 | 3,586 | 0.05% | 0.13% | 603 | -224,118 | -63.15% | Q4 2025 | Feb 02, 2026 |
| Cambridge Advisors Inc. | History | Reduced | 130,726 | 3,585 | 0.68% | 0.71% | 604 | -2,282 | -1.72% | Q4 2025 | Jan 21, 2026 |
| McAdam, LLC | History | Reduced | 130,354 | 3,575 | 0.16% | 0.18% | 605 | -3,505 | -2.62% | Q4 2025 | Feb 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 129,852 | 3,561 | 0.13% | 0.17% | 606 | -26,815 | -17.12% | Q4 2025 | Feb 06, 2026 |
| Western Wealth Management, LLC | History | Reduced | 129,635 | 3,555 | 0.16% | 0.21% | 607 | -14,111 | -9.82% | Q4 2025 | Feb 05, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 129,571 | 3,554 | 0.06% | 0.01% | 609 | +108,030 | 501.51% | Q4 2025 | Feb 17, 2026 |
| Savant Capital, LLC | History | Added to | 129,592 | 3,554 | 0.02% | 0.02% | 608 | +13,733 | 11.85% | Q4 2025 | Feb 10, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Reduced | 129,459 | 3,551 | 0.15% | 0.16% | 610 | -773 | -0.59% | Q4 2025 | Jan 29, 2026 |
| Sovran Advisors, LLC | History | Reduced | 122,060 | 3,543 | 0.3% | 0.32% | 611 | -15,677 | -11.38% | Q4 2025 | Jan 20, 2026 |
| TPG Advisors LLC | History | Added to | 128,771 | 3,532 | 2.2% | 2.25% | 612 | +3,669 | 2.93% | Q4 2025 | Jan 21, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 128,603 | 3,527 | 0.05% | 0.06% | 613 | -3,941 | -2.97% | Q4 2025 | Jan 13, 2026 |
| COMMERCE BANK | History | Added to | 128,154 | 3,515 | 0.02% | 0.02% | 614 | +476 | 0.37% | Q4 2025 | Feb 13, 2026 |
| Beckerman Institutional, LLC | History | Added to | 127,963 | 3,510 | 1.97% | 1.95% | 615 | +6,805 | 5.62% | Q4 2025 | Feb 10, 2026 |
| Anchor Investment Management, LLC | History | Reduced | 127,948 | 3,509 | 0.29% | 0.29% | 616 | -1,421 | -1.1% | Q4 2025 | Feb 26, 2026 |
| BESSEMER GROUP INC | History | Reduced | 127,608 | 3,500 | 0.01% | 0.01% | 617 | -3,650 | -2.78% | Q4 2025 | Feb 05, 2026 |
| Cedarwood Wealth LLC | History | New | 119,868 | 3,497 | 3.9% | — | 619 | +119,868 | New | Q4 2025 | Mar 05, 2026 |
| Equity Wealth Partners, LLC | History | Reduced | 127,523 | 3,497 | 2.27% | 3.77% | 618 | -42,491 | -24.99% | Q4 2025 | Jan 26, 2026 |
| Mainsail Financial Group, LLC | History | Reduced | 127,076 | 3,485 | 1.45% | 1.5% | 620 | -495 | -0.39% | Q4 2025 | Jan 23, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 126,889 | 3,481 | 0.16% | 0.19% | 621 | -22,322 | -14.96% | Q4 2025 | Feb 13, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 125,905 | 3,453 | 0.12% | 0.27% | 622 | -129,349 | -50.67% | Q4 2025 | Feb 04, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 125,858 | 3,452 | 0.26% | 0.27% | 623 | +2,372 | 1.92% | Q4 2025 | Jan 09, 2026 |
| Portus Wealth Advisors, LLC | History | Added to | 125,667 | 3,447 | 3.25% | 3.34% | 624 | +2,878 | 2.34% | Q4 2025 | Jan 27, 2026 |
| BKM Wealth Management, LLC | History | Added to | 125,571 | 3,444 | 1.26% | 1.17% | 625 | +9,802 | 8.47% | Q4 2025 | Jan 29, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 125,131 | 3,432 | 0.26% | 0.27% | 626 | -2,147 | -1.69% | Q4 2025 | Jan 29, 2026 |
| Sachetta, LLC | History | Added to | 124,550 | 3,416 | 1.87% | 1.24% | 627 | +2,948 | 2.42% | Q4 2025 | Feb 02, 2026 |
| Garden State Investment Advisory Services LLC | History | Reduced | 123,674 | 3,394 | 0.75% | 0.82% | 628 | -11,473 | -8.49% | Q4 2025 | Feb 17, 2026 |
| Maridea Wealth Management LLC | History | Reduced | 123,506 | 3,387 | 0.51% | 0.59% | 629 | -17,344 | -12.31% | Q4 2025 | Jan 08, 2026 |
| Olistico Wealth, LLC | History | Added to | 122,625 | 3,363 | 1.64% | 1.33% | 630 | +30,207 | 32.69% | Q4 2025 | Jan 13, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 122,141 | 3,350 | 0.05% | 0.05% | 631 | +31,010 | 34.03% | Q4 2025 | Feb 06, 2026 |
| Worth Financial Advisory Group, LLC | History | Reduced | 121,914 | 3,344 | 1.62% | 1.95% | 632 | -5,600 | -4.39% | Q4 2025 | Jan 16, 2026 |
| Total Clarity Wealth Management, Inc. | History | Added to | 121,869 | 3,342 | 0.81% | 0.85% | 633 | +4,496 | 3.83% | Q4 2025 | Feb 02, 2026 |
| Csenge Advisory Group | History | Reduced | 121,699 | 3,338 | 0.15% | 0.18% | 634 | -18,534 | -13.22% | Q4 2025 | Feb 06, 2026 |
| Hilton Head Capital Partners, LLC | History | New | 121,376 | 3,329 | 1.95% | — | 635 | +121,376 | New | Q4 2025 | Feb 11, 2026 |
| Mengis Capital Management, Inc. | History | Added to | 120,583 | 3,307 | 0.58% | 0.6% | 636 | +9,720 | 8.77% | Q4 2025 | Mar 05, 2026 |
| CORDA Investment Management, LLC. | History | Added to | 120,547 | 3,306 | 0.24% | 0.15% | 637 | +42,879 | 55.21% | Q4 2025 | Feb 03, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | Added to | 120,284 | 3,299 | 1.26% | 1.12% | 638 | +25,638 | 27.09% | Q4 2025 | Jan 27, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | Reduced | 120,268 | 3,298 | 0.79% | 1.03% | 639 | -21,721 | -15.3% | Q4 2025 | Feb 27, 2026 |
| MOKAN Wealth Management Inc. | History | Reduced | 120,140 | 3,295 | 1.46% | 1.91% | 640 | -19,157 | -13.75% | Q4 2025 | Jan 26, 2026 |
| United Advisor Group, LLC | History | Added to | 120,066 | 3,293 | 0.41% | 0.26% | 642 | +50,135 | 71.69% | Q4 2025 | Jan 26, 2026 |
| COWA, LLC | History | Reduced | 120,086 | 3,293 | 1.0% | 1.16% | 641 | -7,940 | -6.2% | Q4 2025 | Feb 12, 2026 |
| Financial Designs Corp | History | Added to | 119,581 | 3,280 | 1.86% | 1.8% | 643 | +3,452 | 2.97% | Q4 2025 | Jan 23, 2026 |
| Bravera Wealth | History | New | 119,475 | 3,277 | 1.64% | — | 644 | +119,475 | New | Q4 2025 | Apr 22, 2026 |
| WARNER FINANCIAL, INC | History | Added to | 118,667 | 3,255 | 1.13% | 1.16% | 645 | +4,601 | 4.03% | Q4 2025 | Jan 21, 2026 |
| Orion Capital Management LLC | History | Reduced | 117,979 | 3,236 | 1.09% | 1.22% | 646 | -10,441 | -8.13% | Q4 2025 | Feb 03, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | Added to | 117,639 | 3,226 | 0.88% | 0.98% | 647 | +2,032 | 1.76% | Q4 2025 | Feb 10, 2026 |
| North Forty Two & Co. | History | Added to | 117,188 | 3,214 | 3.03% | 2.32% | 648 | +30,110 | 34.58% | Q4 2025 | Feb 09, 2026 |
| WBH ADVISORY INC | History | Added to | 116,709 | 3,201 | 0.24% | 0.24% | 649 | +1,304 | 1.13% | Q4 2025 | Jan 26, 2026 |
| FSC Wealth Advisors, LLC | History | Reduced | 116,031 | 3,182 | 5.16% | 2.6% | 650 | -49,387 | -29.86% | Q4 2025 | Jan 22, 2026 |
| Tenzing Financial LLC | History | New | 114,648 | 3,144 | 2.55% | — | 651 | +114,648 | New | Q4 2025 | Feb 13, 2026 |
| LifeSteps Financial, Inc. | History | Added to | 114,061 | 3,128 | 2.0% | 1.97% | 652 | +1,648 | 1.47% | Q4 2025 | Jan 28, 2026 |
| GUYASUTA INVESTMENT ADVISORS INC | History | Added to | 113,639 | 3,117 | 0.18% | 0.18% | 653 | +59 | 0.05% | Q4 2025 | Jan 23, 2026 |
| StoneX Group Inc. | History | Added to | 113,372 | 3,110 | 0.13% | 0.13% | 654 | +146 | 0.13% | Q4 2025 | Feb 12, 2026 |
| SageGuard Financial Group, LLC | History | New | 113,284 | 3,107 | 0.49% | — | 655 | +113,284 | New | Q4 2025 | Jan 27, 2026 |
| ProVise Management Group, LLC | History | Reduced | 113,146 | 3,103 | 0.22% | 0.26% | 656 | -17,213 | -13.2% | Q4 2025 | Jan 29, 2026 |
| McGrath & Associates, Inc. | History | Added to | 112,693 | 3,091 | 4.39% | 4.56% | 657 | +317 | 0.28% | Q4 2025 | Feb 10, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 112,317 | 3,080 | 0.08% | 0.07% | 658 | +13,317 | 13.45% | Q4 2025 | Jan 28, 2026 |
| CAP Partners, LLC | History | Reduced | 111,967 | 3,071 | 1.74% | 1.78% | 659 | -2,771 | -2.42% | Q4 2025 | Feb 04, 2026 |
| WealthCare Investment Partners, LLC | History | Reduced | 110,651 | 3,068 | 0.89% | 1.19% | 660 | -22,139 | -16.67% | Q4 2025 | Jan 06, 2026 |
| ADVISORS MANAGEMENT GROUP INC /ADV | History | Reduced | 111,779 | 3,066 | 0.56% | 0.54% | 661 | -1,675 | -1.48% | Q4 2025 | Jan 14, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 111,773 | 3,065 | 0.0% | 0.0% | 662 | -2,321 | -2.03% | Q4 2025 | Feb 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 111,399 | 3,055 | 0.0% | 0.0% | 663 | +952 | 0.86% | Q4 2025 | Feb 12, 2026 |
| Coordinated Financial Services, Inc. | History | Added to | 111,205 | 3,050 | 1.75% | 1.82% | 664 | +7,399 | 7.13% | Q4 2025 | Feb 09, 2026 |
| Fortis Capital Management LLC | History | Added to | 110,893 | 3,041 | 0.4% | 0.4% | 665 | +6,281 | 6.0% | Q4 2025 | Feb 13, 2026 |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | History | Reduced | 110,850 | 3,040 | 0.05% | 0.06% | 666 | -16,241 | -12.78% | Q4 2025 | Feb 12, 2026 |
| North Star Investment Management Corp. | History | Added to | 110,746 | 3,037 | 0.19% | 0.13% | 668 | +34,128 | 44.54% | Q4 2025 | Jan 30, 2026 |
| FIRST NATIONAL TRUST CO | History | Added to | 110,730 | 3,037 | 0.1% | 0.1% | 667 | +1,923 | 1.77% | Q4 2025 | Feb 09, 2026 |
| Larson Financial Group LLC | History | Reduced | 109,836 | 3,012 | 0.1% | 0.11% | 669 | -7,072 | -6.05% | Q4 2025 | Feb 06, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 109,540 | 3,004 | 0.0% | 0.0% | 670 | -14,082 | -11.39% | Q4 2025 | Feb 06, 2026 |
| Woodside Wealth Management LLC | History | Added to | 109,081 | 2,992 | 2.23% | 2.34% | 671 | +328 | 0.3% | Q4 2025 | Jan 30, 2026 |
| Madden Advisory Services, Inc. | History | Reduced | 108,705 | 2,981 | 1.2% | 1.16% | 672 | -869 | -0.79% | Q4 2025 | Feb 11, 2026 |
| BFSG, LLC | History | Reduced | 108,280 | 2,970 | 0.29% | 0.42% | 673 | -50,295 | -31.72% | Q4 2025 | Jan 22, 2026 |
| Ellenbecker Investment Group | History | Reduced | 108,287 | 2,970 | 0.42% | 0.47% | 674 | -7,494 | -6.47% | Q4 2025 | Jan 30, 2026 |
| Zullo Investment Group, Inc. | History | Added to | 108,022 | 2,963 | 1.08% | 1.09% | 675 | +188 | 0.17% | Q4 2025 | Jan 26, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | Added to | 107,995 | 2,962 | 0.68% | 0.65% | 676 | +8,393 | 8.43% | Q4 2025 | Jan 06, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 107,737 | 2,955 | 0.04% | 0.08% | 677 | -88,723 | -45.16% | Q4 2025 | Feb 10, 2026 |
| Concord Wealth Partners | History | Reduced | 107,352 | 2,944 | 0.38% | 0.42% | 678 | -2,929 | -2.66% | Q4 2025 | Jan 29, 2026 |
| SeaCrest Wealth Management, LLC | History | Reduced | 104,592 | 2,918 | 0.3% | 0.32% | 679 | -6,520 | -5.87% | Q4 2025 | Jan 12, 2026 |
| Glassy Mountain Advisors, Inc. | History | Added to | 105,502 | 2,893 | 0.87% | 0.86% | 680 | +683 | 0.65% | Q4 2025 | Feb 10, 2026 |
| Nabity-Jensen Investment Management Inc | History | Reduced | 104,369 | 2,862 | 1.94% | 2.29% | 681 | -16,854 | -13.9% | Q4 2025 | Jan 26, 2026 |
| ADAPT WEALTH ADVISORS, LLC | History | Reduced | 104,252 | 2,859 | 0.98% | 1.07% | 682 | -1,433 | -1.36% | Q4 2025 | Feb 10, 2026 |
| Bell Bank | History | Added to | 104,155 | 2,856 | 0.12% | 0.08% | 683 | +36,212 | 53.3% | Q4 2025 | Jan 14, 2026 |
| CWS Financial Advisors, LLC | History | Added to | 104,151 | 2,856 | 0.78% | 0.77% | 684 | +2,291 | 2.25% | Q4 2025 | Feb 06, 2026 |
| PKS Advisory Services, LLC | History | Added to | 104,000 | 2,852 | 0.65% | 0.58% | 685 | +1,451 | 1.41% | Q4 2025 | Feb 02, 2026 |
| Independent Solutions Wealth Management, LLC | History | Added to | 103,863 | 2,848 | 0.52% | 0.5% | 686 | +1,354 | 1.32% | Q4 2025 | Feb 05, 2026 |
| Choate Investment Advisors | History | No change | 103,014 | 2,825 | 0.06% | 0.06% | 687 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Princeton Global Asset Management LLC | History | Added to | 102,924 | 2,823 | 0.46% | 0.44% | 688 | +5,815 | 5.99% | Q4 2025 | Jan 20, 2026 |
| Milestones Private Investment Advisors LLC | History | Reduced | 102,615 | 2,814 | 1.94% | 2.47% | 689 | -29,971 | -22.6% | Q4 2025 | Jan 26, 2026 |
| Vise Technologies, Inc. | History | Added to | 102,454 | 2,810 | 0.06% | 0.01% | 690 | +90,528 | 759.08% | Q4 2025 | Feb 11, 2026 |
| Chesapeake Wealth Management | History | Reduced | 102,438 | 2,809 | 0.84% | 0.88% | 691 | -2,859 | -2.72% | Q4 2025 | Feb 03, 2026 |
| Investment Advisory Group, LLC | History | Reduced | 102,129 | 2,801 | 0.72% | 0.89% | 692 | -17,316 | -14.5% | Q4 2025 | Jan 23, 2026 |
| Sage Investment Advisers LLC | History | New | 101,817 | 2,792 | 2.09% | — | 693 | +101,817 | New | Q4 2025 | Feb 10, 2026 |
| Clearstead Trust, LLC | History | Reduced | 101,741 | 2,790 | 0.44% | 0.53% | 694 | -12,101 | -10.63% | Q4 2025 | Feb 09, 2026 |
| Safeguard Investment Advisory Group, LLC | History | Reduced | 101,724 | 2,790 | 0.71% | 0.71% | 695 | -3,210 | -3.06% | Q4 2025 | Feb 13, 2026 |
| SNS Financial Group, LLC | History | Reduced | 101,560 | 2,785 | 0.24% | 0.27% | 696 | -14,161 | -12.24% | Q4 2025 | Feb 02, 2026 |
| Selby Wealth Management, LLC | History | New | 101,517 | 2,784 | 1.12% | — | 697 | +101,517 | New | Q4 2025 | Feb 13, 2026 |
| Wedmont Private Capital | History | Added to | 99,717 | 2,782 | 0.1% | 0.1% | 700 | +4,959 | 5.23% | Q4 2025 | Jan 08, 2026 |
| Argent Trust Co | History | Added to | 101,445 | 2,782 | 0.1% | 0.09% | 698 | +4,380 | 4.51% | Q4 2025 | Feb 10, 2026 |
| BEAM WEALTH ADVISORS, INC. | History | Added to | 101,424 | 2,782 | 0.76% | 0.75% | 699 | +585 | 0.58% | Q4 2025 | Feb 04, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 101,284 | 2,778 | 0.08% | 0.15% | 701 | +12,392 | 13.94% | Q4 2025 | Feb 10, 2026 |
| Raab & Moskowitz Asset Management LLC | History | Added to | 100,978 | 2,769 | 0.61% | 0.55% | 702 | +10,693 | 11.84% | Q4 2025 | Jan 20, 2026 |
| Scott & Selber, Inc. | History | Reduced | 100,825 | 2,765 | 0.69% | 0.72% | 703 | -2,971 | -2.86% | Q4 2025 | Jan 09, 2026 |
| HEADINVEST, LLC | History | Reduced | 100,556 | 2,758 | 0.55% | 0.57% | 704 | -335 | -0.33% | Q4 2025 | Feb 02, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 100,211 | 2,748 | 0.04% | 0.03% | 705 | +29,850 | 42.42% | Q4 2025 | Feb 09, 2026 |
| Sowell Financial Services LLC | History | Added to | 99,965 | 2,742 | 0.1% | 0.1% | 706 | +6,173 | 6.58% | Q4 2025 | Jan 21, 2026 |
| LS Investment Advisors, LLC | History | Reduced | 99,526 | 2,730 | 0.38% | 0.42% | 707 | -9,754 | -8.93% | Q4 2025 | Jan 26, 2026 |
| Aspen Grove Capital, LLC | History | Reduced | 98,914 | 2,713 | 0.47% | 0.5% | 708 | -10,273 | -9.41% | Q4 2025 | Feb 17, 2026 |
| BlueStem Wealth Partners, LLC | History | Reduced | 98,456 | 2,700 | 0.3% | 0.31% | 709 | -1,522 | -1.52% | Q4 2025 | Feb 06, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 98,001 | 2,688 | 0.01% | 0.01% | 710 | +11,062 | 12.72% | Q4 2025 | Feb 11, 2026 |
| Everhart Financial Group, Inc. | History | Reduced | 97,982 | 2,687 | 0.25% | 0.29% | 711 | -8,031 | -7.58% | Q4 2025 | Jan 07, 2026 |
| Crewe Advisors LLC | History | Added to | 97,242 | 2,667 | 0.24% | 0.25% | 712 | +2,065 | 2.17% | Q4 2025 | Jan 16, 2026 |
| MUIRFIELD WEALTH ADVISORS LLC | History | Reduced | 96,630 | 2,650 | 1.94% | 2.03% | 713 | -3,449 | -3.45% | Q4 2025 | Feb 06, 2026 |
| John W. Brooker & Co., CPAs | History | Added to | 96,538 | 2,648 | 4.74% | 5.03% | 714 | +5,797 | 6.39% | Q4 2025 | Jan 13, 2026 |
| Krilogy Financial LLC | History | Added to | 90,703 | 2,646 | 0.09% | 0.08% | 715 | +6,453 | 7.66% | Q4 2025 | Jan 27, 2026 |
| Freestate Advisors LLC | History | Added to | 96,458 | 2,645 | 2.15% | 2.01% | 716 | +8,534 | 9.71% | Q4 2025 | Jan 12, 2026 |
| NWF Advisory Services Inc. | History | Reduced | 96,361 | 2,643 | 0.29% | 0.42% | 717 | -44,165 | -31.43% | Q4 2025 | Mar 03, 2026 |
| Roehl & Yi Investment Advisors, LLC | History | New | 128,837 | 2,630 | 1.04% | — | 718 | +128,837 | New | Q4 2025 | Feb 17, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Reduced | 95,410 | 2,617 | 0.58% | 0.65% | 719 | -2,332 | -2.39% | Q4 2025 | Jan 09, 2026 |
| Verus Financial Partners, Inc. | History | Reduced | 89,623 | 2,615 | 0.24% | 2.72% | 720 | -944,739 | -91.34% | Q4 2025 | Feb 02, 2026 |
| Atlas Wealth Partners, LLC | History | Added to | 95,289 | 2,613 | 2.87% | 2.62% | 721 | +1,173 | 1.25% | Q4 2025 | Jan 26, 2026 |
| Revolve Wealth Partners, LLC | History | Reduced | 94,945 | 2,604 | 0.31% | 0.31% | 722 | -196 | -0.21% | Q4 2025 | Jan 20, 2026 |
| 10Elms LLP | History | Reduced | 94,613 | 2,595 | 2.38% | 2.61% | 724 | -11,731 | -11.03% | Q4 2025 | Feb 13, 2026 |
| FMA Wealth Management, LLC | History | Reduced | 94,611 | 2,595 | 1.68% | 1.86% | 723 | -4,424 | -4.47% | Q4 2025 | Jan 13, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 94,403 | 2,589 | 0.17% | 0.18% | 725 | -4,845 | -4.88% | Q4 2025 | Jan 23, 2026 |
| Jacobi Capital Management LLC | History | Reduced | 93,857 | 2,574 | 0.15% | 0.17% | 726 | -5,497 | -5.53% | Q4 2025 | Feb 13, 2026 |
| Hurley Capital, LLC | History | Added to | 93,499 | 2,564 | 1.43% | 1.36% | 727 | +5,101 | 5.77% | Q4 2025 | Feb 17, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | Reduced | 92,513 | 2,537 | 0.01% | 0.01% | 728 | -597 | -0.64% | Q4 2025 | Feb 09, 2026 |
| WELCH & FORBES LLC | History | Reduced | 92,277 | 2,531 | 0.03% | 0.03% | 729 | -1,233 | -1.32% | Q4 2025 | Feb 10, 2026 |
| Caldwell Trust Co | History | Added to | 92,078 | 2,525 | 0.22% | 0.23% | 730 | +2,967 | 3.33% | Q4 2025 | Jan 30, 2026 |
| Journey Beyond Wealth, LLC | History | New | 91,979 | 2,522 | 2.01% | — | 731 | +91,979 | New | Q4 2025 | Jan 23, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Reduced | 91,816 | 2,518 | 0.8% | 1.5% | 732 | -63,933 | -41.05% | Q4 2025 | Feb 10, 2026 |
| Sound Income Strategies, LLC | History | Added to | 86,484 | 2,499 | 0.12% | 0.05% | 733 | +53,395 | 161.37% | Q4 2025 | Jan 21, 2026 |
| Fiscal Wisdom Wealth Management, LLC | History | Added to | 90,929 | 2,494 | 2.35% | 2.21% | 734 | +4,594 | 5.32% | Q4 2025 | Jan 27, 2026 |
| White Knight Strategic Wealth Advisors, LLC | History | Added to | 90,635 | 2,486 | 1.82% | 1.63% | 735 | +14,598 | 19.2% | Q4 2025 | Feb 20, 2026 |
| Cypress Wealth Services, LLC | History | Reduced | 90,509 | 2,482 | 0.34% | 0.45% | 736 | -9,182 | -9.21% | Q4 2025 | Jan 14, 2026 |
| Vident Advisory, LLC | History | Reduced | 90,479 | 2,481 | 0.02% | 0.02% | 737 | -510 | -0.56% | Q4 2025 | Feb 18, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Added to | 90,440 | 2,480 | 0.12% | 0.12% | 738 | +3,886 | 4.49% | Q4 2025 | Feb 04, 2026 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | History | No change | 90,178 | 2,473 | 0.71% | 0.73% | 739 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| MARIPAU WEALTH MANAGEMENT LLC | History | Added to | 90,791 | 2,469 | 1.14% | 1.06% | 740 | +13,753 | 17.85% | Q4 2025 | Feb 17, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | New | 89,992 | 2,468 | 0.14% | — | 742 | +89,992 | New | Q4 2025 | Feb 09, 2026 |
| BLB&B Advisors, LLC | History | Added to | 89,998 | 2,468 | 0.1% | 0.09% | 741 | +15,423 | 20.68% | Q4 2025 | Jan 26, 2026 |
| MITCHELL SINKLER & STARR/PA | History | Reduced | 89,807 | 2,463 | 1.11% | 1.13% | 743 | -1,900 | -2.07% | Q4 2025 | Feb 11, 2026 |
| XY Planning Network, Inc. | History | Added to | 89,258 | 2,448 | 0.43% | 0.45% | 744 | +39,695 | 80.09% | Q4 2025 | Jan 26, 2026 |
| MYECFO, LLC | History | Added to | 89,185 | 2,446 | 1.04% | 1.08% | 745 | +2,258 | 2.6% | Q4 2025 | Jan 12, 2026 |
| Stonebridge Financial Planning Group, LLC | History | Reduced | 88,983 | 2,440 | 0.88% | 0.92% | 746 | -1,076 | -1.19% | Q4 2025 | Feb 05, 2026 |
| Opes Wealth Management LLC | History | Added to | 88,808 | 2,435 | 0.4% | 0.42% | 747 | +883 | 1.0% | Q4 2025 | Feb 02, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Reduced | 88,414 | 2,425 | 0.36% | 0.37% | 748 | -349 | -0.39% | Q4 2025 | Feb 09, 2026 |
| Piedmont Capital Management, LLC/NC | History | New | 88,180 | 2,418 | 1.59% | — | 750 | +88,180 | New | Q4 2025 | Feb 13, 2026 |
| EASTERN BANK | History | Reduced | 88,168 | 2,418 | 0.04% | 0.04% | 749 | -3,940 | -4.28% | Q4 2025 | Jan 14, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 88,034 | 2,414 | 0.03% | 0.03% | 751 | -3,260 | -3.57% | Q4 2025 | Jan 21, 2026 |
| Millennium Capital Advisors, LLC | History | Reduced | 88,019 | 2,414 | 1.42% | 1.5% | 752 | -2,860 | -3.15% | Q4 2025 | Feb 05, 2026 |
| Providence Capital Advisors, LLC | History | Added to | 87,126 | 2,389 | 0.4% | 0.38% | 753 | +6,015 | 7.42% | Q4 2025 | Feb 12, 2026 |
| WEALTHGARDEN F.S. LLC | History | Added to | 81,527 | 2,378 | 1.57% | 1.53% | 754 | +1,971 | 2.48% | Q4 2025 | Feb 11, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 85,493 | 2,345 | 0.14% | 0.18% | 755 | -35,857 | -29.55% | Q4 2025 | Feb 17, 2026 |
| RIA Advisory Group LLC | History | Added to | 85,314 | 2,340 | 0.56% | 0.59% | 756 | +412 | 0.49% | Q4 2025 | Feb 02, 2026 |
| SpringVest Wealth Management LLC | History | Added to | 85,282 | 2,339 | 1.63% | 1.71% | 757 | +45 | 0.05% | Q4 2025 | Jan 23, 2026 |
| WESBANCO BANK INC | History | Reduced | 85,202 | 2,337 | 0.06% | 0.09% | 758 | -32,805 | -27.8% | Q4 2025 | Feb 03, 2026 |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | History | Reduced | 83,988 | 2,303 | 0.62% | 0.78% | 759 | -19,416 | -18.78% | Q4 2025 | Feb 11, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 83,289 | 2,284 | 0.27% | 0.25% | 760 | +10,504 | 14.43% | Q4 2025 | Jan 26, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 83,023 | 2,277 | 0.11% | 0.12% | 761 | -14,323 | -14.71% | Q4 2025 | Feb 17, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | Added to | 82,998 | 2,276 | 0.3% | 0.27% | 762 | +14,666 | 21.46% | Q4 2025 | Jan 21, 2026 |
| MACROVIEW INVESTMENT MANAGEMENT LLC | History | Added to | 82,961 | 2,275 | 1.55% | 0.37% | 763 | +64,718 | 354.76% | Q4 2025 | Feb 05, 2026 |
| Physician Wealth Advisors, Inc. | History | Reduced | 82,682 | 2,267 | 0.32% | 0.33% | 764 | -1,474 | -1.75% | Q4 2025 | Jan 29, 2026 |
| Directional Asset Management | History | New | 82,615 | 2,266 | 1.99% | — | 765 | +82,615 | New | Q4 2025 | Jan 29, 2026 |
| Barnes Wealth Management Group, Inc | History | Reduced | 82,553 | 2,264 | 1.21% | 1.28% | 766 | -2,346 | -2.76% | Q4 2025 | Feb 24, 2026 |
| BlackRock, Inc. | History | Added to | 81,831 | 2,244 | 0.0% | 0.0% | 767 | +41,725 | 104.04% | Q4 2025 | Feb 12, 2026 |
| Fermata Advisors, LLC | History | Reduced | 81,473 | 2,234 | 0.54% | 0.57% | 769 | -1,330 | -1.61% | Q4 2025 | Jan 08, 2026 |
| Balentine LLC | History | No change | 81,459 | 2,234 | 0.08% | 0.08% | 768 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Synergy Investment Management, LLC | History | Reduced | 81,136 | 2,225 | 0.79% | 1.06% | 771 | -20,499 | -20.17% | Q4 2025 | Feb 06, 2026 |
| Great Waters Wealth Management | History | Added to | 81,142 | 2,225 | 0.24% | 0.26% | 770 | +1,527 | 1.92% | Q4 2025 | Jan 15, 2026 |
| Second Half Financial Partners, LLC | History | Reduced | 81,107 | 2,224 | 0.99% | 0.98% | 772 | -164 | -0.2% | Q4 2025 | Jan 26, 2026 |
| Bangor Savings Bank | History | Reduced | 80,720 | 2,214 | 0.18% | 0.18% | 773 | -578 | -0.71% | Q4 2025 | Jan 16, 2026 |
| Smith Partners Wealth Management, LLC | History | New | 80,482 | 2,207 | 2.03% | — | 774 | +80,482 | New | Q4 2025 | Feb 13, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 79,182 | 2,200 | 0.13% | 0.21% | 775 | +426 | 0.54% | Q4 2025 | Jan 29, 2026 |
| J HAGAN CAPITAL, INC. | History | New | 79,785 | 2,188 | 1.21% | — | 777 | +79,785 | New | Q4 2025 | Feb 17, 2026 |
| Miramar Capital, LLC | History | Added to | 79,770 | 2,188 | 0.48% | 0.47% | 776 | +2,161 | 2.78% | Q4 2025 | Feb 11, 2026 |
| RDA Financial Network | History | Added to | 79,637 | 2,184 | 0.53% | 0.49% | 778 | +7,314 | 10.11% | Q4 2025 | Jan 06, 2026 |
| Financial Engines Advisors L.L.C. | History | Added to | 79,504 | 2,180 | 0.0% | 0.0% | 779 | +9,845 | 14.13% | Q4 2025 | Feb 12, 2026 |
| Valeo Financial Advisors, LLC | History | Reduced | 79,438 | 2,178 | 0.05% | 0.07% | 780 | -36,598 | -31.54% | Q4 2025 | Feb 04, 2026 |
| Bison Wealth, LLC | History | New | 71,541 | 2,174 | 0.24% | — | 781 | +71,541 | New | Q4 2025 | Mar 24, 2026 |
| Pasadena Private Wealth, LLC | History | Reduced | 78,885 | 2,163 | 0.29% | 0.32% | 782 | -2,039 | -2.52% | Q4 2025 | Feb 10, 2026 |
| Armor Investment Advisors, LLC | History | Reduced | 78,705 | 2,158 | 0.79% | 0.82% | 783 | -16,646 | -17.46% | Q4 2025 | Feb 05, 2026 |
| Centennial Advisors, LLC | History | New | 78,569 | 2,155 | 2.8% | — | 784 | +78,569 | New | Q4 2025 | Jan 22, 2026 |
| Fairscale Capital, LLC | History | Added to | 77,985 | 2,139 | 1.42% | 1.38% | 785 | +4,392 | 5.97% | Q4 2025 | Feb 17, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Reduced | 77,726 | 2,132 | 0.04% | 0.05% | 786 | -18,345 | -19.1% | Q4 2025 | Jan 16, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 77,668 | 2,130 | 0.1% | 0.1% | 787 | +25,185 | 47.99% | Q4 2025 | Feb 12, 2026 |
| Note Advisors, LLC | History | Added to | 73,039 | 2,129 | 1.09% | 1.08% | 788 | +6,660 | 10.03% | Q4 2025 | Feb 18, 2026 |
| Clarius Group, LLC | History | Added to | 76,831 | 2,107 | 0.12% | 0.12% | 789 | +1,985 | 2.65% | Q4 2025 | Jan 14, 2026 |
| Boyer Financial Services, Inc. | History | New | 75,591 | 2,096 | 2.22% | — | 790 | +75,591 | New | Q4 2025 | Jan 30, 2026 |
| CPC Advisors, LLC | History | Reduced | 76,402 | 2,095 | 0.21% | 0.23% | 791 | -2,371 | -3.01% | Q4 2025 | Jan 28, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 75,875 | 2,081 | 0.05% | 0.04% | 792 | +11,650 | 18.14% | Q4 2025 | Jan 07, 2026 |
| MainStreet Investment Advisors LLC | History | Added to | 75,875 | 2,081 | 0.3% | 0.25% | 793 | +8,265 | 12.22% | Q4 2025 | Feb 10, 2026 |
| Aurora Private Wealth, Inc. | History | New | 74,967 | 2,054 | 1.35% | — | 794 | +74,967 | New | Q4 2025 | Feb 02, 2026 |
| Peregrine Asset Advisers, Inc. | History | Added to | 74,575 | 2,045 | 0.58% | 0.61% | 795 | +17 | 0.02% | Q4 2025 | Feb 02, 2026 |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | History | Reduced | 74,510 | 2,043 | 0.56% | 0.65% | 796 | -6,855 | -8.42% | Q4 2025 | Jan 26, 2026 |
| Latitude Advisors, LLC | History | Added to | 74,303 | 2,038 | 0.9% | 0.91% | 797 | +1,397 | 1.92% | Q4 2025 | Jan 27, 2026 |
| Retirement Planning Group, LLC | History | Added to | 74,048 | 2,031 | 0.07% | 0.07% | 798 | +209 | 0.28% | Q4 2025 | Feb 03, 2026 |
| MFG WEALTH MANAGEMENT, INC. | History | Added to | 73,230 | 2,008 | 1.56% | 1.5% | 799 | +462 | 0.63% | Q4 2025 | Jan 07, 2026 |
| Capital Squared Financial LLC | History | Added to | 73,117 | 2,005 | 1.56% | 1.67% | 800 | +2,446 | 3.46% | Q4 2025 | Apr 17, 2026 |
| Core Wealth Advisors, Inc. | History | Added to | 72,896 | 1,999 | 0.52% | 0.48% | 801 | +5,854 | 8.73% | Q4 2025 | Feb 17, 2026 |
| HUB Investment Partners, LLC | History | Added to | 72,793 | 1,996 | 0.05% | 0.05% | 802 | +13,069 | 21.88% | Q4 2025 | Feb 17, 2026 |
| GHP Investment Advisors, Inc. | History | Reduced | 72,753 | 1,995 | 0.08% | 0.09% | 803 | -2,096 | -2.8% | Q4 2025 | Jan 27, 2026 |
| Marquette Asset Management, LLC | History | Reduced | 72,295 | 1,983 | 0.29% | 0.31% | 804 | -1,200 | -1.63% | Q4 2025 | Jan 16, 2026 |
| B & T Capital Management DBA Alpha Capital Management | History | Reduced | 72,268 | 1,982 | 0.28% | 0.31% | 805 | -185 | -0.26% | Q4 2025 | Feb 13, 2026 |
| PETRA FINANCIAL ADVISORS INC | History | Added to | 72,216 | 1,980 | 1.16% | 1.14% | 806 | +288 | 0.4% | Q4 2025 | Jan 21, 2026 |
| FIDUCIENT ADVISORS LLC | History | Added to | 71,631 | 1,964 | 0.24% | 0.23% | 807 | +515 | 0.72% | Q4 2025 | Feb 10, 2026 |
| Westview Management dba Westview Investment Advisors | History | New | 71,259 | 1,954 | 0.93% | — | 808 | +71,259 | New | Q4 2025 | Jan 09, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Reduced | 70,445 | 1,932 | 0.03% | 0.1% | 809 | -182,997 | -72.2% | Q4 2025 | Feb 09, 2026 |
| HAMEL ASSOCIATES, INC. | History | Reduced | 70,128 | 1,923 | 0.58% | 0.84% | 810 | -30,402 | -30.24% | Q4 2025 | Feb 11, 2026 |
| Concord Asset Management, LLC/VA | History | Reduced | 69,825 | 1,915 | 0.33% | 0.36% | 811 | -2,260 | -3.14% | Q4 2025 | Jan 29, 2026 |
| Tull Financial Group, Inc. | History | Reduced | 69,689 | 1,911 | 0.82% | 1.23% | 812 | -32,176 | -31.59% | Q4 2025 | Feb 12, 2026 |
| Weaver Consulting Group | History | Reduced | 69,438 | 1,904 | 0.47% | 0.59% | 813 | -16,207 | -18.92% | Q4 2025 | Feb 10, 2026 |
| WORLD EQUITY GROUP, INC. | History | Added to | 69,318 | 1,901 | 0.53% | 0.42% | 814 | +2,298 | 3.43% | Q4 2025 | Jan 12, 2026 |
| BOK Financial Private Wealth, Inc. | History | Reduced | 69,303 | 1,900 | 0.12% | 0.12% | 815 | -16 | -0.02% | Q4 2025 | Feb 06, 2026 |
| PERSPECTIVE WEALTH ADVISORS LLC | History | New | 69,173 | 1,897 | 1.35% | — | 816 | +69,173 | New | Q4 2025 | Feb 13, 2026 |
| Bernard Wealth Management Corp. | History | Reduced | 69,021 | 1,893 | 0.77% | 0.79% | 817 | -553 | -0.79% | Q4 2025 | Jan 15, 2026 |
| Astoria Portfolio Advisors LLC. | History | Added to | 59,858 | 1,887 | 0.43% | 0.41% | 818 | +2,684 | 4.69% | Q4 2025 | Feb 24, 2026 |
| Ironwood Investment Counsel, LLC | History | Reduced | 68,322 | 1,874 | 0.26% | 0.28% | 819 | -1,337 | -1.92% | Q4 2025 | Feb 06, 2026 |
| TRED AVON FAMILY WEALTH, LLC | History | Reduced | 67,981 | 1,864 | 0.61% | 0.67% | 820 | -3,217 | -4.52% | Q4 2025 | Jan 27, 2026 |
| Bauman Advisory Group, LLC | History | New | 67,842 | 1,860 | 1.5% | — | 821 | +67,842 | New | Q4 2025 | Feb 20, 2026 |
| WHITENER CAPITAL MANAGEMENT, INC. | History | Reduced | 67,302 | 1,846 | 0.42% | 0.45% | 822 | -882 | -1.29% | Q4 2025 | Jan 23, 2026 |
| VIAWEALTH, LLC | History | Reduced | 67,266 | 1,845 | 1.04% | 1.03% | 823 | -2,085 | -3.01% | Q4 2025 | Feb 10, 2026 |
| GC Wealth Management RIA, LLC | History | Reduced | 67,251 | 1,844 | 0.07% | 0.06% | 824 | -3,785 | -5.33% | Q4 2025 | Jan 30, 2026 |
| JMG Financial Group, Ltd. | History | Reduced | 66,964 | 1,836 | 0.05% | 0.05% | 825 | -2,332 | -3.37% | Q4 2025 | Feb 10, 2026 |
| Strategic Financial Concepts, LLC | History | Reduced | 66,568 | 1,825 | 1.67% | 0.48% | 828 | -54,455 | -45.0% | Q4 2025 | Feb 09, 2026 |
| Evanson Asset Management, LLC | History | Added to | 66,554 | 1,825 | 0.1% | 0.1% | 827 | +4,808 | 7.79% | Q4 2025 | Jan 12, 2026 |
| Janney Capital Management LLC | History | Reduced | 66,551 | 1,825 | 0.11% | 0.11% | 826 | -563 | -0.84% | Q4 2025 | Feb 11, 2026 |
| Financial Perspectives, Inc | History | Added to | 66,564 | 1,825 | 0.49% | 0.5% | 829 | +317 | 0.48% | Q4 2025 | Jan 28, 2026 |
| WealthShield Partners, LLC | History | Added to | 66,556 | 1,823 | 0.2% | 0.19% | 830 | +6,449 | 10.73% | Q4 2025 | Feb 03, 2026 |
| CATHY PARETO & ASSOCIATES, INC | History | Reduced | 66,194 | 1,815 | 1.26% | 1.42% | 831 | -2,721 | -3.95% | Q4 2025 | Jan 23, 2026 |
| Founders Financial Alliance, LLC | History | Reduced | 65,743 | 1,803 | 0.34% | 0.34% | 832 | -320 | -0.48% | Q4 2025 | Feb 12, 2026 |
| Park Edge Advisors, LLC | History | Added to | 65,627 | 1,800 | 0.41% | 0.39% | 834 | +4,397 | 7.18% | Q4 2025 | Jan 16, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Reduced | 65,627 | 1,800 | 0.13% | 0.15% | 833 | -4,369 | -6.24% | Q4 2025 | Feb 04, 2026 |
| First Growth Capital LLC | History | New | 56,645 | 1,792 | 1.59% | — | 835 | +56,645 | New | Q4 2025 | Feb 19, 2026 |
| VANGUARD GROUP INC | History | Added to | 65,099 | 1,785 | 0.0% | 0.0% | 836 | +1,148 | 1.8% | Q4 2025 | Jan 29, 2026 |
| CHAPMAN FINANCIAL GROUP, LLC | History | Added to | 64,241 | 1,762 | 1.2% | 1.2% | 837 | +725 | 1.14% | Q4 2025 | Feb 02, 2026 |
| ESL Trust Services, LLC | History | Reduced | 64,113 | 1,758 | 0.34% | 8.83% | 838 | -1,584,468 | -96.11% | Q4 2025 | Feb 10, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 63,229 | 1,734 | 0.12% | 0.13% | 839 | +2,155 | 3.53% | Q4 2025 | Feb 03, 2026 |
| BG Investment Services, LLC | History | Added to | 63,095 | 1,730 | 1.54% | 1.67% | 840 | +1,019 | 1.64% | Q4 2025 | Feb 05, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Added to | 62,825 | 1,723 | 0.02% | 0.01% | 841 | +16,267 | 34.94% | Q4 2025 | Feb 12, 2026 |
| GWN SECURITIES INC. | History | Added to | 62,745 | 1,721 | 0.35% | 0.34% | 842 | +9,458 | 17.75% | Q4 2025 | Feb 11, 2026 |
| Wills Financial Group LLC | History | Reduced | 62,494 | 1,714 | 0.65% | 0.73% | 843 | -2,947 | -4.5% | Q4 2025 | Feb 11, 2026 |
| TRAPHAGEN INVESTMENT ADVISORS LLC | History | Added to | 61,698 | 1,692 | 0.14% | 0.09% | 845 | +22,130 | 55.93% | Q4 2025 | Jan 27, 2026 |
| Inspire Advisors, LLC | History | Added to | 61,715 | 1,692 | 0.16% | 0.13% | 844 | +11,449 | 22.78% | Q4 2025 | Feb 13, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 61,649 | 1,691 | 0.0% | 0.0% | 846 | +8,811 | 16.68% | Q4 2025 | Feb 10, 2026 |
| PLANNING ALTERNATIVES LTD /ADV | History | Reduced | 61,540 | 1,688 | 0.21% | 0.22% | 847 | -978 | -1.56% | Q4 2025 | Feb 06, 2026 |
| Embree Financial Group | History | Reduced | 61,479 | 1,686 | 0.21% | 0.23% | 848 | -39 | -0.06% | Q4 2025 | Jan 14, 2026 |
| San Luis Wealth Advisors LLC | History | Added to | 61,380 | 1,683 | 0.28% | 0.26% | 849 | +8,936 | 17.04% | Q4 2025 | Jan 26, 2026 |
| BCGM Wealth Management, LLC | History | Reduced | 61,252 | 1,680 | 0.43% | 0.49% | 850 | -7,513 | -10.93% | Q4 2025 | Jan 07, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 61,242 | 1,679 | 0.04% | 0.43% | 851 | -516,874 | -89.41% | Q4 2025 | Feb 17, 2026 |
| DEAN INVESTMENT ASSOCIATES, LLC | History | New | 60,768 | 1,666 | 0.24% | — | 852 | +60,768 | New | Q4 2025 | Feb 17, 2026 |
| My Personal CFO, LLC | History | New | 60,581 | 1,661 | 0.69% | — | 853 | +60,581 | New | Q4 2025 | Jan 15, 2026 |
| Agate Pass Investment Management, LLC | History | Reduced | 60,488 | 1,659 | 0.62% | 0.66% | 854 | -2,725 | -4.31% | Q4 2025 | Jan 08, 2026 |
| waypoint wealth counsel | History | Reduced | 60,435 | 1,657 | 0.61% | 0.8% | 855 | -13,896 | -18.69% | Q4 2025 | Jan 28, 2026 |
| Teamwork Financial Advisors, LLC | History | Reduced | 60,358 | 1,655 | 0.17% | 0.19% | 856 | -5,648 | -8.56% | Q4 2025 | Jan 09, 2026 |
| Probity Advisors, Inc. | History | Added to | 60,203 | 1,651 | 0.26% | 0.25% | 857 | +2,631 | 4.57% | Q4 2025 | Jan 27, 2026 |
| Opus Financial Solutions LLC | History | New | 60,179 | 1,650 | 1.56% | — | 858 | +60,179 | New | Q4 2025 | Feb 17, 2026 |
| MidWestOne Financial Group, Inc. | History | Added to | 59,826 | 1,641 | 0.18% | 0.19% | 859 | +3,728 | 6.65% | Q4 2025 | Feb 12, 2026 |
| Forefront Wealth Partners, LLC | History | Reduced | 59,613 | 1,635 | 0.77% | 0.44% | 860 | -4,712 | -7.33% | Q4 2025 | Feb 06, 2026 |
| Root Financial Partners, LLC | History | Reduced | 59,602 | 1,634 | 0.08% | 0.12% | 861 | -11,454 | -16.12% | Q4 2025 | Feb 10, 2026 |
| Triton Wealth Management, PLLC | History | Added to | 53,763 | 1,633 | 0.61% | 0.34% | 862 | +20,295 | 60.64% | Q4 2025 | Feb 05, 2026 |
| OneAscent Financial Services LLC | History | Added to | 58,952 | 1,617 | 0.15% | 0.09% | 863 | +30,961 | 110.61% | Q4 2025 | Feb 11, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | Reduced | 58,395 | 1,601 | 1.09% | 1.27% | 864 | -5,659 | -8.83% | Q4 2025 | Jan 27, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | Reduced | 57,983 | 1,590 | 1.05% | 1.17% | 867 | -4,617 | -7.38% | Q4 2025 | Feb 11, 2026 |
| Asset Dedication, LLC | History | Reduced | 57,996 | 1,590 | 0.1% | 0.11% | 865 | -613 | -1.05% | Q4 2025 | Jan 26, 2026 |
| Modus Advisors, LLC | History | Reduced | 57,971 | 1,590 | 0.42% | 0.43% | 866 | -430 | -0.74% | Q4 2025 | Feb 11, 2026 |
| BIP Wealth, LLC | History | New | 57,936 | 1,589 | 0.06% | — | 868 | +57,936 | New | Q4 2025 | Jan 21, 2026 |
| Capasso Planning Partners LLC | History | Reduced | 57,877 | 1,587 | 0.87% | 1.2% | 869 | -13,556 | -18.98% | Q4 2025 | Feb 17, 2026 |
| Bond & Devick Financial Network, Inc. | History | Added to | 57,804 | 1,585 | 0.45% | 0.47% | 870 | +894 | 1.57% | Q4 2025 | Jan 14, 2026 |
| AllGen Financial Advisors, Inc. | History | Reduced | 57,758 | 1,584 | 0.38% | 0.43% | 871 | -5,714 | -9.0% | Q4 2025 | Jan 22, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 57,746 | 1,583 | 0.14% | 0.16% | 872 | -10,761 | -15.71% | Q4 2025 | Jan 26, 2026 |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | History | Reduced | 57,005 | 1,563 | 0.55% | 0.59% | 873 | -3,701 | -6.1% | Q4 2025 | Jan 21, 2026 |
| One Charles Private Wealth Services, LLC | History | No change | 56,849 | 1,559 | 0.4% | 0.41% | 874 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 56,797 | 1,557 | 0.09% | 0.15% | 875 | -37,686 | -39.89% | Q4 2025 | Jan 30, 2026 |
| Cottage Street Advisors LLC | History | Added to | 56,679 | 1,554 | 0.66% | 0.48% | 876 | +15,576 | 37.9% | Q4 2025 | Jan 26, 2026 |
| Rollins Financial Advisors, LLC | History | Reduced | 56,600 | 1,552 | 0.23% | 0.46% | 877 | -53,878 | -48.77% | Q4 2025 | Feb 04, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Added to | 56,384 | 1,546 | 0.19% | 0.18% | 878 | +20 | 0.04% | Q4 2025 | Feb 13, 2026 |
| ADVISORTRUST PARTNERS, LLC | History | New | 56,324 | 1,544 | 0.68% | — | 880 | +56,324 | New | Q4 2025 | Mar 10, 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | History | Added to | 56,295 | 1,544 | 0.08% | 0.08% | 879 | +1,185 | 2.15% | Q4 2025 | Feb 17, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 56,230 | 1,542 | 0.0% | 0.0% | 881 | -67,470 | -54.54% | Q4 2025 | Feb 09, 2026 |
| WEST BANCORPORATION INC | History | Added to | 55,591 | 1,524 | 0.8% | 0.79% | 882 | +3,600 | 6.92% | Q4 2025 | Jan 29, 2026 |
| GREAT LAKES ADVISORS, LLC | History | Added to | 55,474 | 1,521 | 0.01% | 0.01% | 883 | +3,077 | 5.87% | Q4 2025 | Feb 12, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 55,478 | 1,521 | 0.03% | 0.03% | 884 | +2,727 | 5.17% | Q4 2025 | Feb 05, 2026 |
| REDW Wealth LLC | History | Added to | 54,986 | 1,508 | 0.57% | 0.56% | 885 | +826 | 1.53% | Q4 2025 | Jan 28, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 54,995 | 1,508 | 0.0% | 0.0% | 886 | -68 | -0.12% | Q4 2025 | Feb 11, 2026 |
| Essex Financial Services, Inc. | History | Added to | 54,935 | 1,506 | 0.09% | 0.09% | 887 | +44 | 0.08% | Q4 2025 | Feb 10, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 54,902 | 1,505 | 0.11% | 0.11% | 888 | +4,700 | 9.36% | Q4 2025 | Feb 13, 2026 |
| Golden State Equity Partners | History | Reduced | 54,385 | 1,491 | 0.24% | 0.26% | 889 | -1,988 | -3.53% | Q4 2025 | Jan 29, 2026 |
| True Link Financial Advisors, LLC | History | Reduced | 54,261 | 1,488 | 0.09% | 2.07% | 891 | -1,122,768 | -95.39% | Q4 2025 | Jan 29, 2026 |
| Aspen Investment Management Inc | History | Added to | 54,244 | 1,488 | 0.45% | 0.53% | 890 | +4,318 | 8.65% | Q4 2025 | Feb 06, 2026 |
| KLCM Advisors, Inc. | History | New | 54,239 | 1,487 | 0.13% | — | 892 | +54,239 | New | Q4 2025 | Feb 04, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 54,033 | 1,482 | 0.01% | 0.01% | 893 | -13,520 | -20.01% | Q4 2025 | Feb 09, 2026 |
| Victrix Investment Advisors | History | New | 53,450 | 1,466 | 0.57% | — | 894 | +53,450 | New | Q4 2025 | Feb 11, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Reduced | 53,415 | 1,465 | 0.08% | 0.09% | 895 | -2,606 | -4.65% | Q4 2025 | Feb 04, 2026 |
| Clark Wealth Partners | History | No change | 53,443 | 1,465 | 0.89% | 0.89% | 896 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Advisory Resource Group | History | Added to | 53,253 | 1,460 | 0.26% | 0.25% | 897 | +2,199 | 4.31% | Q4 2025 | Feb 12, 2026 |
| Indie Asset Partners, LLC | History | Reduced | 53,124 | 1,457 | 1.62% | 1.97% | 898 | -1,111 | -2.05% | Q4 2025 | Feb 03, 2026 |
| Lexington Hill Partners, LLC | History | New | 53,099 | 1,456 | 1.09% | — | 899 | +53,099 | New | Q4 2025 | Feb 19, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | Added to | 53,056 | 1,455 | 0.31% | 0.28% | 900 | +14,275 | 36.81% | Q4 2025 | Feb 13, 2026 |
| J. Derek Lewis & Associates Inc. | History | New | 52,752 | 1,446 | 0.34% | — | 901 | +52,752 | New | Q4 2025 | Mar 23, 2026 |
| Gradient Investments LLC | History | Added to | 52,682 | 1,445 | 0.02% | 0.02% | 902 | +186 | 0.35% | Q4 2025 | Jan 08, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | Added to | 52,619 | 1,443 | 0.02% | 0.01% | 903 | +19,408 | 58.44% | Q4 2025 | Feb 12, 2026 |
| Signet Investment Advisory Group, Inc. | History | Added to | 52,563 | 1,441 | 0.67% | 0.68% | 904 | +617 | 1.19% | Q4 2025 | Feb 12, 2026 |
| Thrive Wealth Management, LLC | History | Added to | 52,515 | 1,440 | 0.21% | 0.21% | 905 | +285 | 0.55% | Q4 2025 | Jan 12, 2026 |
| Milestone Asset Management Group, LLC | History | Reduced | 52,403 | 1,437 | 0.81% | 0.91% | 906 | -526 | -0.99% | Q4 2025 | Feb 03, 2026 |
| BLVD Private Wealth, LLC | History | Added to | 52,342 | 1,435 | 1.25% | 1.19% | 907 | +1,542 | 3.04% | Q4 2025 | Jan 27, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 52,037 | 1,427 | 0.12% | 0.11% | 908 | +5,101 | 10.87% | Q4 2025 | Jan 23, 2026 |
| Ethos Financial Group, LLC | History | Added to | 52,028 | 1,427 | 0.11% | 0.11% | 909 | +2,168 | 4.35% | Q4 2025 | Jan 20, 2026 |
| Attessa Capital LLC | History | Reduced | 52,045 | 1,427 | 0.78% | 0.84% | 910 | -31 | -0.06% | Q4 2025 | Jan 06, 2026 |
| Empower Advisory Group, LLC | History | Reduced | 51,766 | 1,419 | 0.0% | 0.01% | 911 | -20,286 | -28.15% | Q4 2025 | Feb 12, 2026 |
| WULFF, HANSEN & CO. | History | Added to | 51,670 | 1,417 | 1.19% | 1.21% | 912 | +120 | 0.23% | Q4 2025 | Feb 03, 2026 |
| Pacific Wealth Strategies Group, Inc. | History | Reduced | 51,570 | 1,414 | 0.8% | 0.91% | 913 | -2,781 | -5.12% | Q4 2025 | Feb 09, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | New | 51,513 | 1,413 | 0.03% | — | 914 | +51,513 | New | Q4 2025 | Feb 17, 2026 |
| Jupiter Wealth Management LLC | History | Added to | 45,000 | 1,410 | 0.63% | 0.19% | 915 | +30,000 | 200.0% | Q4 2025 | Feb 13, 2026 |
| WESTBOURNE INVESTMENTS, INC. | History | Reduced | 51,181 | 1,408 | 0.66% | 0.67% | 916 | -874 | -1.68% | Q4 2025 | Jan 22, 2026 |
| CAPITAL ADVISORS INC/OK | History | Added to | 50,988 | 1,398 | 0.02% | 0.02% | 917 | +6,600 | 14.87% | Q4 2025 | Jan 15, 2026 |
| Semus Wealth Partners LLC | History | Added to | 50,970 | 1,398 | 0.75% | 0.78% | 918 | +411 | 0.81% | Q4 2025 | Jan 27, 2026 |
| CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC | History | Reduced | 50,840 | 1,394 | 0.41% | 0.44% | 919 | -1,073 | -2.07% | Q4 2025 | Jan 21, 2026 |
| Inscription Capital, LLC | History | Reduced | 50,793 | 1,393 | 0.14% | 0.15% | 920 | -1,517 | -2.9% | Q4 2025 | Jan 29, 2026 |
| OUTFITTERS FINANCIAL LLC | History | Reduced | 50,770 | 1,392 | 1.1% | 1.2% | 921 | -3,400 | -6.28% | Q4 2025 | Jan 28, 2026 |
| Register Financial Advisors LLC | History | Reduced | 50,569 | 1,387 | 0.54% | 0.86% | 922 | -29,906 | -37.16% | Q4 2025 | Jan 21, 2026 |
| Missouri Trust & Investment Co | History | Reduced | 50,208 | 1,377 | 0.4% | 0.41% | 923 | -700 | -1.38% | Q4 2025 | Feb 13, 2026 |
| PRECEDENT WEALTH PARTNERS, LLC | History | Added to | 49,925 | 1,369 | 0.29% | 0.3% | 924 | +655 | 1.33% | Q4 2025 | Jan 07, 2026 |
| Elevation Capital Advisory, LLC | History | Reduced | 49,833 | 1,366 | 0.56% | 0.58% | 925 | -3,480 | -6.53% | Q4 2025 | Jan 26, 2026 |
| Pitcairn Wealth Advisors LLC | History | New | 49,683 | 1,362 | 0.12% | — | 926 | +49,683 | New | Q4 2025 | Feb 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 49,583 | 1,360 | 0.0% | — | 927 | +49,583 | New | Q4 2025 | Feb 13, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Added to | 49,412 | 1,355 | 0.02% | 0.01% | 928 | +20,982 | 73.8% | Q4 2025 | Jan 22, 2026 |
| ETF Store, Inc. | History | Added to | 49,338 | 1,353 | 1.38% | 1.42% | 929 | +316 | 0.64% | Q4 2025 | Jan 22, 2026 |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC | History | Reduced | 49,305 | 1,352 | 0.9% | 1.09% | 931 | -9,508 | -16.17% | Q4 2025 | Jan 09, 2026 |
| Diversified Trust Co | History | Reduced | 49,291 | 1,352 | 0.02% | 0.03% | 930 | -1,792 | -3.51% | Q4 2025 | Jan 09, 2026 |
| Ally Invest Advisors Inc. | History | Added to | 49,276 | 1,351 | 0.09% | 0.07% | 932 | +12,043 | 32.34% | Q4 2025 | Feb 13, 2026 |
| Ankerstar Wealth, LLC | History | New | 48,973 | 1,343 | 1.34% | — | 933 | +48,973 | New | Q4 2025 | Feb 12, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Added to | 48,823 | 1,339 | 0.1% | 0.09% | 934 | +1,346 | 2.84% | Q4 2025 | Jan 23, 2026 |
| WEST MICHIGAN ADVISORS, LLC | History | Added to | 48,445 | 1,328 | 0.3% | 0.31% | 935 | +951 | 2.0% | Q4 2025 | Jan 28, 2026 |
| Guardian Wealth Management, Inc. | History | Reduced | 48,336 | 1,325 | 0.78% | 0.8% | 936 | -1,089 | -2.2% | Q4 2025 | Feb 13, 2026 |
| Capital Square, LLC | History | Reduced | 48,206 | 1,322 | 0.67% | 0.68% | 937 | -543 | -1.11% | Q4 2025 | Feb 13, 2026 |
| Private Advisory Group LLC | History | Reduced | 48,121 | 1,319 | 0.1% | 0.12% | 938 | -3,517 | -6.81% | Q4 2025 | Jan 15, 2026 |
| Enclave Advisors LLC | History | Reduced | 48,069 | 1,318 | 0.19% | 0.3% | 940 | -23,084 | -32.44% | Q4 2025 | Jan 14, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | Reduced | 48,084 | 1,318 | 0.08% | 0.09% | 939 | -1,101 | -2.24% | Q4 2025 | Jan 21, 2026 |
| Focused Wealth Management, Inc | History | Reduced | 47,781 | 1,310 | 0.14% | 0.17% | 941 | -9,346 | -16.36% | Q4 2025 | Jan 29, 2026 |
| Royal Capital Wealth Management, LLC | History | Added to | 47,633 | 1,306 | 0.77% | 0.8% | 942 | +100 | 0.21% | Q4 2025 | Feb 18, 2026 |
| Costello Asset Management, INC | History | Reduced | 47,284 | 1,297 | 0.43% | 0.59% | 943 | -17,245 | -26.72% | Q4 2025 | Feb 03, 2026 |
| Birchwood Financial Partners, Inc. | History | New | 47,135 | 1,292 | 1.28% | — | 944 | +47,135 | New | Q4 2025 | Feb 19, 2026 |
| Trace Wealth Advisors, LLC | History | New | 46,912 | 1,286 | 0.93% | — | 945 | +46,912 | New | Q4 2025 | Feb 12, 2026 |
| TruNorth Capital Management, LLC | History | Added to | 46,870 | 1,285 | 0.24% | 0.25% | 946 | +1,484 | 3.27% | Q4 2025 | Feb 11, 2026 |
| W ADVISORS, LLC | History | Added to | 46,839 | 1,284 | 0.65% | 0.64% | 947 | +2,283 | 5.12% | Q4 2025 | Feb 13, 2026 |
| Catalyst Investment Management LLC | History | New | 46,757 | 1,282 | 1.21% | — | 948 | +46,757 | New | Q4 2025 | Feb 20, 2026 |
| SouthState Bank Corp | History | Added to | 46,662 | 1,279 | 0.06% | 0.02% | 949 | +31,152 | 200.85% | Q4 2025 | Feb 11, 2026 |
| EHRLICH FINANCIAL GROUP | History | Reduced | 46,424 | 1,273 | 0.72% | 0.85% | 950 | -6,302 | -11.95% | Q4 2025 | Jan 06, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 46,403 | 1,272 | 0.14% | 0.13% | 951 | +9,830 | 26.88% | Q4 2025 | Feb 11, 2026 |
| Evergreen Wealth Management, LLC | History | Added to | 46,221 | 1,267 | 0.64% | 0.64% | 952 | +1,210 | 2.69% | Q4 2025 | Feb 06, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 43,565 | 1,259 | 0.04% | 0.02% | 953 | +16,211 | 59.26% | Q4 2025 | Jan 23, 2026 |
| OMNI 360 Wealth, Inc. | History | Reduced | 43,332 | 1,258 | 0.64% | 0.91% | 954 | -15,994 | -26.96% | Q4 2025 | Jan 29, 2026 |
| ASPIRIANT, LLC | History | Added to | 45,652 | 1,252 | 0.04% | 0.03% | 955 | +5,543 | 13.82% | Q4 2025 | Jan 20, 2026 |
| Traynor Capital Management, Inc. | History | Added to | 45,638 | 1,251 | 0.07% | 0.05% | 956 | +13,801 | 43.35% | Q4 2025 | Jan 12, 2026 |
| Disciplined Investors, L.L.C. | History | Reduced | 45,597 | 1,250 | 0.82% | 0.9% | 957 | -713 | -1.54% | Q4 2025 | Feb 10, 2026 |
| Haverford Trust Co | History | No change | 45,383 | 1,244 | 0.01% | 0.01% | 958 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| LIBERTY ONE INVESTMENT MANAGEMENT, LLC | History | Reduced | 45,300 | 1,242 | 0.16% | 0.12% | 959 | -29,874 | -39.74% | Q4 2025 | Feb 13, 2026 |
| Hilltop National Bank | History | No change | 45,150 | 1,238 | 0.3% | 0.3% | 960 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Revisor Wealth Management LLC | History | New | 43,300 | 1,230 | 0.33% | — | 961 | +43,300 | New | Q4 2025 | Jan 27, 2026 |
| Grantvest Financial Group LLC | History | Reduced | 44,824 | 1,229 | 0.79% | 0.99% | 963 | -7,473 | -14.29% | Q4 2025 | Feb 02, 2026 |
| Washington Trust Advisors, Inc. | History | Added to | 44,811 | 1,229 | 0.09% | 0.09% | 962 | +2,336 | 5.5% | Q4 2025 | Feb 03, 2026 |
| LANDAAS & CO /WI /ADV | History | Added to | 44,608 | 1,223 | 0.27% | 0.26% | 964 | +2,188 | 5.16% | Q4 2025 | Jan 21, 2026 |
| Bleakley Financial Group, LLC | History | Reduced | 44,436 | 1,218 | 0.02% | 0.03% | 966 | -231 | -0.52% | Q4 2025 | Feb 09, 2026 |
| WealthBridge Capital Management, LLC | History | Reduced | 44,424 | 1,218 | 0.28% | 0.29% | 965 | -148 | -0.33% | Q4 2025 | Jan 21, 2026 |
| Principia Wealth Advisory, LLC | History | Reduced | 44,402 | 1,217 | 0.76% | 1.62% | 967 | -41,921 | -48.56% | Q4 2025 | Feb 10, 2026 |
| Summit Wealth Partners, LLC | History | Added to | 44,323 | 1,215 | 0.22% | 0.21% | 968 | +736 | 1.69% | Q4 2025 | Jan 27, 2026 |
| GTS SECURITIES LLC | History | New | 44,200 | 1,212 | 0.04% | — | 969 | +44,200 | New | Q4 2025 | Feb 13, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 43,983 | 1,206 | 0.0% | 0.0% | 970 | +14,877 | 51.11% | Q4 2025 | Feb 17, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 43,918 | 1,204 | 0.02% | 0.03% | 971 | -14,039 | -24.22% | Q4 2025 | Jan 07, 2026 |
| McGlone Suttner Wealth Management, Inc. | History | Added to | 43,858 | 1,203 | 0.16% | 0.16% | 973 | +842 | 1.96% | Q4 2025 | Jan 15, 2026 |
| FIRST WILSHIRE SECURITIES MANAGEMENT INC | History | No change | 43,875 | 1,203 | 0.3% | 0.32% | 972 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| AssuredPartners Investment Advisors, LLC | History | Added to | 43,824 | 1,202 | 0.18% | 0.05% | 974 | +35,834 | 448.49% | Q4 2025 | Feb 03, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Reduced | 43,738 | 1,198 | 0.26% | 0.31% | 975 | -8,987 | -17.05% | Q4 2025 | Jan 16, 2026 |
| CWA Asset Management Group, LLC | History | Added to | 43,666 | 1,197 | 0.04% | 0.04% | 976 | +7,358 | 20.27% | Q4 2025 | Jan 07, 2026 |
| FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | History | Added to | 43,520 | 1,193 | 0.22% | 0.22% | 977 | +1,250 | 2.96% | Q4 2025 | Jan 29, 2026 |
| Bare Financial Services, Inc | History | New | 43,420 | 1,191 | 0.33% | — | 978 | +43,420 | New | Q4 2025 | Feb 06, 2026 |
| Graney & King, LLC | History | Reduced | 43,369 | 1,189 | 0.7% | 0.98% | 979 | -8,482 | -16.36% | Q4 2025 | Feb 13, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 43,313 | 1,188 | 0.06% | 0.05% | 980 | +11,568 | 36.44% | Q4 2025 | Feb 05, 2026 |
| SYM FINANCIAL Corp | History | Reduced | 43,178 | 1,184 | 0.12% | 0.13% | 981 | -2,695 | -5.87% | Q4 2025 | Feb 13, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 42,935 | 1,177 | 0.93% | — | 983 | +42,935 | New | Q4 2025 | Feb 11, 2026 |
| CLUNE & ASSOCIATES, LTD. | History | Added to | 42,944 | 1,177 | 0.25% | 0.27% | 982 | +4,075 | 10.48% | Q4 2025 | Feb 09, 2026 |
| Squire Investment Management Company, LLC | History | Added to | 42,872 | 1,175 | 0.36% | 0.33% | 985 | +5,432 | 14.51% | Q4 2025 | Jan 22, 2026 |
| Joel Isaacson & Co., LLC | History | Added to | 42,866 | 1,175 | 0.04% | 0.04% | 984 | +411 | 0.97% | Q4 2025 | Jan 30, 2026 |
| Freestone Capital Holdings, LLC | History | Added to | 42,792 | 1,173 | 0.03% | 0.02% | 986 | +16,486 | 62.67% | Q4 2025 | Jan 23, 2026 |
| Boyce & Associates Wealth Consulting, Inc. | History | Added to | 42,574 | 1,167 | 0.98% | 0.9% | 987 | +2,092 | 5.17% | Q4 2025 | Jan 20, 2026 |
| Guardian Asset Advisors, LLC | History | Reduced | 42,284 | 1,159 | 0.6% | 0.65% | 988 | -1,816 | -4.12% | Q4 2025 | Jan 29, 2026 |
| 17 CAPITAL PARTNERS, LLC | History | Reduced | 42,238 | 1,158 | 0.6% | 0.69% | 989 | -4,197 | -9.04% | Q4 2025 | Feb 13, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 41,753 | 1,145 | 0.11% | 0.09% | 990 | +15,657 | 60.0% | Q4 2025 | Jan 22, 2026 |
| Ransom Advisory, Ltd | History | New | 41,680 | 1,143 | 0.45% | — | 991 | +41,680 | New | Q4 2025 | Jan 06, 2026 |
| Verdence Capital Advisors LLC | History | Added to | 41,573 | 1,140 | 0.07% | 0.06% | 992 | +204 | 0.49% | Q4 2025 | Jan 29, 2026 |
| KG&L Capital Management,LLC | History | Added to | 41,483 | 1,137 | 0.28% | 0.27% | 995 | +3,913 | 10.42% | Q4 2025 | Jan 23, 2026 |
| RHS Financial, LLC | History | Reduced | 41,452 | 1,137 | 0.56% | 0.63% | 994 | -2,707 | -6.13% | Q4 2025 | Jan 16, 2026 |
| KANAWHA CAPITAL MANAGEMENT LLC | History | Reduced | 41,472 | 1,137 | 0.08% | 0.08% | 993 | -250 | -0.6% | Q4 2025 | Jan 28, 2026 |
| Wingate Wealth Advisors, Inc. | History | Reduced | 41,382 | 1,135 | 0.63% | 0.84% | 996 | -3,184 | -7.14% | Q4 2025 | Jan 28, 2026 |
| RETIREMENT GUYS FORMULA LLC | History | Added to | 41,350 | 1,134 | 0.52% | 0.4% | 997 | +113 | 0.27% | Q4 2025 | Jan 23, 2026 |
| Collaborative Wealth Managment Inc. | History | Added to | 41,075 | 1,126 | 0.4% | 0.43% | 998 | +1,918 | 4.9% | Q4 2025 | Feb 09, 2026 |
| One Day In July LLC | History | Reduced | 40,976 | 1,123 | 0.09% | 0.1% | 999 | -756 | -1.81% | Q4 2025 | Feb 04, 2026 |
| First Financial Group Corp | History | Added to | 40,752 | 1,117 | 0.95% | 0.82% | 1000 | +5,978 | 17.19% | Q4 2025 | Jan 28, 2026 |
| MARINO, STRAM & ASSOCIATES LLC | History | Reduced | 40,495 | 1,110 | 0.2% | 0.21% | 1001 | -2,090 | -4.91% | Q4 2025 | Jan 16, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Added to | 40,431 | 1,109 | 0.0% | 0.0% | 1002 | +1 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Next Capital Management LLC | History | Added to | 40,381 | 1,107 | 0.35% | 0.36% | 1003 | +512 | 1.28% | Q4 2025 | Feb 11, 2026 |
| Prospect Financial Services LLC | History | Reduced | 40,249 | 1,104 | 0.63% | 1.11% | 1004 | -30,356 | -42.99% | Q4 2025 | Feb 06, 2026 |
| Sepio Capital, LP | History | New | 40,158 | 1,101 | 0.06% | — | 1005 | +40,158 | New | Q4 2025 | Feb 12, 2026 |
| TRANSATLANTIQUE PRIVATE WEALTH LLC | History | Added to | 39,724 | 1,089 | 0.34% | 0.32% | 1006 | +3,464 | 9.55% | Q4 2025 | Feb 10, 2026 |
| Madison Wealth Partners, Inc | History | Added to | 39,628 | 1,087 | 0.2% | 0.1% | 1008 | +20,296 | 104.99% | Q4 2025 | Feb 10, 2026 |
| Compass Ion Advisors, LLC | History | Reduced | 39,637 | 1,087 | 0.1% | 0.11% | 1007 | -2,990 | -7.01% | Q4 2025 | Jan 29, 2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | History | Reduced | 39,381 | 1,080 | 0.27% | 0.24% | 1009 | -37 | -0.09% | Q4 2025 | Jan 08, 2026 |
| Altus Wealth Group LLC | History | Reduced | 39,263 | 1,076 | 0.43% | 0.57% | 1011 | -11,766 | -23.06% | Q4 2025 | Feb 13, 2026 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | History | Added to | 39,242 | 1,076 | 0.36% | 0.34% | 1010 | +2,128 | 5.73% | Q4 2025 | Jan 22, 2026 |
| Walkner Condon Financial Advisors LLC | History | Reduced | 38,873 | 1,066 | 0.15% | 0.17% | 1012 | -559 | -1.42% | Q4 2025 | Jan 21, 2026 |
| Colorado Capital Management, Inc. | History | Added to | 38,637 | 1,060 | 0.4% | 0.4% | 1013 | +362 | 0.95% | Q4 2025 | Jan 23, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Reduced | 38,630 | 1,059 | 0.08% | 0.11% | 1014 | -11,220 | -22.51% | Q4 2025 | Jan 23, 2026 |
| Magnus Financial Group LLC | History | Added to | 38,471 | 1,055 | 0.08% | 0.07% | 1015 | +4,764 | 14.13% | Q4 2025 | Jan 07, 2026 |
| Gotham Asset Management, LLC | History | No change | 38,389 | 1,053 | 0.0% | 0.0% | 1016 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Rather & Kittrell, Inc. | History | No change | 38,361 | 1,052 | 0.17% | 0.18% | 1017 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 38,149 | 1,046 | 0.06% | 0.05% | 1018 | +6,860 | 21.92% | Q4 2025 | Feb 10, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Reduced | 37,964 | 1,041 | 0.03% | 0.05% | 1019 | -24,224 | -38.95% | Q4 2025 | Jan 12, 2026 |
| Yoder Wealth Management, Inc. | History | Reduced | 37,941 | 1,040 | 0.47% | 0.51% | 1021 | -1,500 | -3.8% | Q4 2025 | Jan 22, 2026 |
| Glass Jacobson Investment Advisors llc | History | Reduced | 37,917 | 1,040 | 0.37% | 0.39% | 1020 | -1,178 | -3.01% | Q4 2025 | Jan 22, 2026 |
| Insight Wealth Partners, LLC | History | Added to | 37,823 | 1,037 | 0.14% | 0.31% | 1022 | +536 | 1.44% | Q4 2025 | Feb 17, 2026 |
| Bogart Wealth, LLC | History | Reduced | 37,279 | 1,022 | 0.04% | 0.05% | 1023 | -4,484 | -10.74% | Q4 2025 | Jan 30, 2026 |
| Moors & Cabot, Inc. | History | Added to | 37,220 | 1,020 | 0.04% | 0.04% | 1024 | +3,203 | 9.42% | Q4 2025 | Feb 10, 2026 |
| CARRET ASSET MANAGEMENT, LLC | History | Added to | 37,173 | 1,019 | 0.1% | 0.08% | 1025 | +8,912 | 31.53% | Q4 2025 | Feb 17, 2026 |
| MidAtlantic Capital Management, Inc. | History | Reduced | 37,115 | 1,018 | 0.65% | 0.73% | 1026 | -2,195 | -5.58% | Q4 2025 | Feb 10, 2026 |
| Soundwatch Capital LLC | History | Added to | 37,032 | 1,015 | 0.16% | 0.14% | 1027 | +5,841 | 18.73% | Q4 2025 | Feb 10, 2026 |
| Facet Wealth, Inc. | History | Added to | 34,502 | 1,010 | 0.02% | 0.01% | 1028 | +10,176 | 41.83% | Q4 2025 | Jan 29, 2026 |
| SVB WEALTH LLC | History | Reduced | 36,749 | 1,008 | 0.06% | 0.08% | 1029 | -17,308 | -32.02% | Q4 2025 | Feb 04, 2026 |
| Elmwood Wealth Management, Inc. | History | New | 36,548 | 1,002 | 0.32% | — | 1030 | +36,548 | New | Q4 2025 | Jan 08, 2026 |
| TD Capital Management LLC | History | Reduced | 36,438 | 999 | 0.09% | 0.09% | 1031 | -917 | -2.45% | Q4 2025 | Feb 26, 2026 |
| Creegan & Nassoura Financial Group, LLC | History | Reduced | 36,213 | 993 | 0.65% | 0.65% | 1032 | -519 | -1.41% | Q4 2025 | Feb 17, 2026 |
| FAS Wealth Partners, Inc. | History | Reduced | 36,098 | 990 | 0.06% | 0.07% | 1033 | -252 | -0.69% | Q4 2025 | Feb 18, 2026 |
| Narwhal Capital Management | History | Reduced | 35,701 | 979 | 0.07% | 0.07% | 1034 | -525 | -1.45% | Q4 2025 | Jan 30, 2026 |
| BOYUM WEALTH ARCHITECTS LLC | History | Reduced | 33,538 | 977 | 0.46% | 0.65% | 1035 | -5,114 | -13.23% | Q4 2025 | Jan 26, 2026 |
| Meridian Wealth Partners, LLC | History | Reduced | 35,532 | 974 | 0.13% | 0.19% | 1036 | -13,806 | -27.98% | Q4 2025 | Feb 13, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | Added to | 35,433 | 971 | 0.07% | 0.04% | 1037 | +11,596 | 48.65% | Q4 2025 | Jan 14, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | Added to | 35,295 | 968 | 0.46% | 0.45% | 1038 | +793 | 2.3% | Q4 2025 | Feb 13, 2026 |
| V2 Financial group LLC | History | New | 35,200 | 965 | 0.48% | — | 1039 | +35,200 | New | Q4 2025 | Jan 21, 2026 |
| Code Waechter LLC | History | Reduced | 35,192 | 965 | 0.62% | 0.62% | 1040 | -149 | -0.42% | Q4 2025 | Jan 26, 2026 |
| STRATEGY ASSET MANAGERS LLC | History | Added to | 35,157 | 964 | 0.16% | 0.09% | 1041 | +16,949 | 93.09% | Q4 2025 | Feb 11, 2026 |
| Morling Financial Advisors, LLC | History | Added to | 35,119 | 963 | 0.3% | 0.32% | 1042 | +105 | 0.3% | Q4 2025 | Feb 06, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 35,022 | 960 | 0.03% | 0.03% | 1043 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Barnett & Company, Inc. | History | Added to | 34,710 | 952 | 0.77% | 0.63% | 1044 | +4,771 | 15.94% | Q4 2025 | Feb 12, 2026 |
| Edgestream Partners, L.P. | History | New | 34,424 | 944 | 0.03% | — | 1045 | +34,424 | New | Q4 2025 | Feb 13, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 34,304 | 940 | 0.01% | 0.01% | 1046 | -2,929 | -7.87% | Q4 2025 | Jan 21, 2026 |
| Verum Partners LLC | History | Reduced | 34,041 | 933 | 0.19% | 0.23% | 1048 | -5,244 | -13.35% | Q4 2025 | Jan 14, 2026 |
| Aaron Wealth Advisors LLC | History | Added to | 34,049 | 933 | 0.05% | 0.06% | 1047 | +4 | 0.01% | Q4 2025 | Jan 21, 2026 |
| Arsenal Capital Advisors LLC | History | New | 33,958 | 931 | 0.66% | — | 1049 | +33,958 | New | Q4 2025 | Feb 11, 2026 |
| Ellis Investment Partners, LLC | History | Reduced | 33,936 | 930 | 0.16% | 0.17% | 1050 | -429 | -1.25% | Q4 2025 | Feb 02, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Reduced | 33,748 | 925 | 0.02% | 0.03% | 1051 | -9,754 | -22.42% | Q4 2025 | Feb 13, 2026 |
| STERLING INVESTMENT MANAGEMENT, LLC | History | New | 33,578 | 921 | 0.52% | — | 1052 | +33,578 | New | Q4 2025 | Feb 03, 2026 |
| Ironwood Financial, llc | History | Added to | 32,075 | 914 | 0.16% | 0.14% | 1053 | +2,679 | 9.11% | Q4 2025 | Jan 15, 2026 |
| Blueprint Investment Partners LLC | History | Added to | 33,296 | 913 | 0.1% | 0.12% | 1054 | +2,739 | 8.96% | Q4 2025 | Feb 17, 2026 |
| Kraft, Davis & Associates, LLC | History | Reduced | 31,862 | 911 | 0.2% | 0.65% | 1055 | -65,901 | -67.41% | Q4 2025 | Jan 14, 2026 |
| JBR Co Financial Management Inc | History | Reduced | 33,185 | 910 | 0.38% | 0.41% | 1056 | -2,450 | -6.88% | Q4 2025 | Jan 06, 2026 |
| Demars Financial Group, LLC | History | Reduced | 33,122 | 908 | 0.3% | 0.33% | 1057 | -1,363 | -3.95% | Q4 2025 | Jan 22, 2026 |
| Beaumont Financial Advisors, LLC | History | Added to | 33,108 | 908 | 0.06% | 0.06% | 1058 | +16 | 0.05% | Q4 2025 | Jan 16, 2026 |
| Bedel Financial Consulting, Inc. | History | Added to | 33,075 | 907 | 0.1% | 0.07% | 1059 | +12,749 | 62.72% | Q4 2025 | Jan 28, 2026 |
| Paulson Wealth Management Inc. | History | Added to | 32,900 | 902 | 0.21% | 0.21% | 1060 | +39 | 0.12% | Q4 2025 | Feb 05, 2026 |
| Darrow Company, Inc. | History | Added to | 32,829 | 900 | 0.4% | 0.41% | 1061 | +176 | 0.54% | Q4 2025 | Jan 27, 2026 |
| Blueprint Financial Advisors LLC | History | Added to | 32,470 | 890 | 0.14% | 0.18% | 1063 | +2,731 | 9.18% | Q4 2025 | Feb 13, 2026 |
| WEALTH ALLIANCE, LLC | History | Added to | 32,474 | 890 | 0.09% | 0.09% | 1062 | +2,089 | 6.88% | Q4 2025 | Feb 13, 2026 |
| Buska Wealth Management, LLC | History | Reduced | 32,441 | 889 | 0.33% | 0.3% | 1064 | -3,848 | -10.6% | Q4 2025 | Jan 22, 2026 |
| Insight Inv LLC | History | Added to | 32,229 | 884 | 0.5% | 0.4% | 1065 | +7,255 | 29.05% | Q4 2025 | Feb 06, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 32,198 | 883 | 0.0% | — | 1066 | +32,198 | New | Q4 2025 | Feb 13, 2026 |
| Zhang Financial LLC | History | Reduced | 32,194 | 883 | 0.03% | 0.06% | 1067 | -23,569 | -42.27% | Q4 2025 | Feb 10, 2026 |
| May Barnhard Investments LLC | History | Added to | 32,180 | 882 | 0.42% | 0.36% | 1068 | +3,723 | 13.08% | Q4 2025 | Jan 28, 2026 |
| M Holdings Securities, Inc. | History | New | 32,131 | 881 | 0.06% | — | 1069 | +32,131 | New | Q4 2025 | Feb 11, 2026 |
| Wernau Asset Management Inc. | History | Added to | 32,016 | 878 | 0.48% | 0.58% | 1071 | +807 | 2.59% | Q4 2025 | Jan 21, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | Added to | 32,008 | 878 | 0.28% | 0.4% | 1070 | +131 | 0.41% | Q4 2025 | Jan 23, 2026 |
| NorthCrest Asset Manangement, LLC | History | Added to | 31,326 | 874 | 0.02% | 0.01% | 1073 | +18,974 | 153.61% | Q4 2025 | Jan 08, 2026 |
| Advance Capital Management, Inc. | History | Reduced | 31,893 | 874 | 0.04% | 0.04% | 1072 | -5,173 | -13.96% | Q4 2025 | Jan 06, 2026 |
| Vanguard Capital Wealth Advisors | History | Reduced | 31,809 | 872 | 0.7% | 0.8% | 1075 | -4,756 | -13.01% | Q4 2025 | Jan 16, 2026 |
| Florida Trust Wealth Management Co | History | Reduced | 31,801 | 872 | 0.02% | 0.03% | 1074 | -604 | -1.86% | Q4 2025 | Jan 20, 2026 |
| O'ROURKE & COMPANY, Inc | History | Added to | 31,619 | 867 | 0.34% | 0.32% | 1076 | +3,319 | 11.73% | Q4 2025 | Jan 28, 2026 |
| SHP Wealth Management | History | New | 31,505 | 864 | 0.07% | — | 1078 | +31,505 | New | Q4 2025 | Mar 04, 2026 |
| MFA WEALTH ADVISORS, LLC | History | Reduced | 31,504 | 864 | 0.18% | 0.2% | 1077 | -2,722 | -7.95% | Q4 2025 | Jan 14, 2026 |
| Cooper Financial Group | History | Reduced | 31,457 | 862 | 0.09% | 0.1% | 1079 | -753 | -2.34% | Q4 2025 | Jan 08, 2026 |
| Anson Capital, Inc. | History | New | 31,283 | 858 | 0.62% | — | 1080 | +31,283 | New | Q4 2025 | Feb 04, 2026 |
| Carroll Advisory Group, LLC | History | New | 31,253 | 857 | 0.37% | — | 1081 | +31,253 | New | Q4 2025 | Feb 09, 2026 |
| AVALON CAPITAL MANAGEMENT | History | No change | 31,050 | 851 | 0.2% | 0.21% | 1082 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Level Wealth Management LLC | History | Added to | 30,900 | 847 | 0.43% | 0.41% | 1084 | +2,633 | 9.31% | Q4 2025 | Feb 02, 2026 |
| Round Rock Advisors LLC | History | Reduced | 30,906 | 847 | 0.13% | 0.14% | 1083 | -372 | -1.19% | Q4 2025 | Apr 07, 2026 |
| Stratos Investment Management, LLC | History | Reduced | 30,760 | 843 | 0.03% | 0.04% | 1085 | -2,308 | -6.98% | Q4 2025 | Jan 20, 2026 |
| Wood Tarver Financial Group, LLC | History | Reduced | 30,716 | 842 | 0.24% | 0.25% | 1086 | -748 | -2.38% | Q4 2025 | Feb 12, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | Added to | 30,676 | 841 | 0.02% | 0.02% | 1087 | +3,609 | 13.33% | Q4 2025 | Jan 28, 2026 |
| MERIDIAN MANAGEMENT CO | History | Reduced | 30,361 | 832 | 0.21% | 0.22% | 1088 | -324 | -1.06% | Q4 2025 | Feb 10, 2026 |
| SWS Partners | History | No change | 30,315 | 831 | 0.2% | 0.2% | 1089 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Brand Asset Management Group, Inc. | History | Reduced | 30,227 | 829 | 0.23% | 0.24% | 1090 | -1,289 | -4.09% | Q4 2025 | Feb 11, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | Reduced | 30,217 | 828 | 0.05% | 0.06% | 1091 | -1,200 | -3.82% | Q4 2025 | Feb 17, 2026 |
| Integrity Wealth Solutions LLC | History | New | 30,053 | 824 | 0.33% | — | 1093 | +30,053 | New | Q4 2025 | Feb 02, 2026 |
| CPA Asset Management Group, LLC | History | Reduced | 30,054 | 824 | 0.29% | 0.37% | 1092 | -4,681 | -13.48% | Q4 2025 | Jan 13, 2026 |
| Sunesis Advisors, LLC | History | No change | 30,009 | 823 | 0.37% | 0.38% | 1094 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Advisor OS, LLC | History | Added to | 29,976 | 822 | 0.07% | 0.05% | 1095 | +8,945 | 42.53% | Q4 2025 | Feb 04, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Added to | 29,921 | 820 | 0.22% | 0.1% | 1096 | +21,323 | 248.0% | Q4 2025 | Feb 09, 2026 |
| Bank of New Hampshire | History | New | 29,835 | 818 | 0.18% | — | 1098 | +29,835 | New | Q4 2025 | Mar 16, 2026 |
| OARSMAN CAPITAL, INC. | History | Reduced | 29,826 | 818 | 0.11% | 0.11% | 1097 | -76 | -0.25% | Q4 2025 | Feb 13, 2026 |
| Steffes Financial, Ltd. | History | New | 29,780 | 816 | 0.43% | — | 1100 | +29,780 | New | Q4 2025 | Feb 17, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 29,773 | 816 | 0.03% | 0.03% | 1099 | +1,424 | 5.02% | Q4 2025 | Jan 12, 2026 |
| August Group Capital Ltd | History | New | 29,646 | 813 | 0.9% | — | 1101 | +29,646 | New | Q4 2025 | Feb 12, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | New | 29,594 | 811 | 0.14% | — | 1103 | +29,594 | New | Q4 2025 | Feb 12, 2026 |
| Connecticut Wealth Management, LLC | History | No change | 29,600 | 811 | 0.04% | 0.04% | 1102 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Plante Moran Financial Advisors, LLC | History | Added to | 29,534 | 810 | 0.05% | 0.02% | 1105 | +16,869 | 133.19% | Q4 2025 | Feb 05, 2026 |
| BURKE & HERBERT BANK & TRUST CO | History | Added to | 29,560 | 810 | 0.22% | 0.14% | 1104 | +5,045 | 20.58% | Q4 2025 | Feb 12, 2026 |
| BNC WEALTH MANAGEMENT, LLC | History | Reduced | 29,306 | 803 | 0.21% | 0.29% | 1107 | -13,381 | -31.35% | Q4 2025 | Jan 22, 2026 |
| VALICENTI ADVISORY SERVICES INC | History | Reduced | 29,275 | 803 | 0.17% | 0.18% | 1106 | -1,430 | -4.66% | Q4 2025 | Jan 16, 2026 |
| Carrera Capital Advisors | History | Added to | 29,228 | 801 | 0.13% | 0.08% | 1108 | +12,554 | 75.29% | Q4 2025 | Jan 30, 2026 |
| CGN Advisors LLC | History | Reduced | 29,183 | 800 | 0.06% | 0.07% | 1109 | -1,847 | -5.95% | Q4 2025 | Jan 05, 2026 |
| Ted Buchan & Co | History | Added to | 29,088 | 797 | 0.29% | 0.27% | 1110 | +3,456 | 13.48% | Q4 2025 | Feb 11, 2026 |
| Forum Financial Management, LP | History | Added to | 28,959 | 794 | 0.01% | 0.01% | 1111 | +2,446 | 9.23% | Q4 2025 | Jan 27, 2026 |
| TFR Capital, LLC. | History | Reduced | 28,967 | 794 | 0.26% | 0.27% | 1112 | -362 | -1.23% | Q4 2025 | Jan 27, 2026 |
| Ancora Advisors LLC | History | Reduced | 28,901 | 792 | 0.02% | 0.02% | 1113 | -24 | -0.08% | Q4 2025 | Feb 17, 2026 |
| HOLDERNESS INVESTMENTS CO | History | Reduced | 28,795 | 789 | 0.16% | 0.23% | 1114 | -12,847 | -30.85% | Q4 2025 | Feb 10, 2026 |
| Dominguez Wealth Management Solutions, Inc. | History | Added to | 28,775 | 789 | 0.48% | 0.41% | 1115 | +4,833 | 20.19% | Q4 2025 | Jan 15, 2026 |
| CERTUITY, LLC | History | Reduced | 21,945 | 787 | 0.05% | 0.05% | 1116 | -506 | -2.25% | Q4 2025 | Jan 30, 2026 |
| Fusion Capital, LLC | History | Added to | 28,628 | 785 | 0.22% | 0.22% | 1117 | +835 | 3.0% | Q4 2025 | Feb 04, 2026 |
| Nicholas Hoffman & Company, LLC. | History | Added to | 28,576 | 783 | 0.02% | 0.02% | 1118 | +847 | 3.05% | Q4 2025 | Feb 02, 2026 |
| BAILARD, INC. | History | Reduced | 28,537 | 782 | 0.02% | 0.02% | 1119 | -1 | -0.0% | Q4 2025 | Feb 04, 2026 |
| CCG WEALTH MANAGEMENT, LLC | History | Reduced | 28,365 | 778 | 0.33% | 0.37% | 1120 | -294 | -1.03% | Q4 2025 | Jan 21, 2026 |
| CFS Investment Advisory Services, LLC | History | Added to | 28,347 | 777 | 0.06% | 0.03% | 1122 | +14,543 | 105.35% | Q4 2025 | Feb 10, 2026 |
| Conservest Capital Advisors, Inc. | History | Added to | 28,335 | 777 | 0.07% | 0.06% | 1121 | +5,552 | 24.37% | Q4 2025 | Feb 12, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 28,225 | 774 | 0.02% | — | 1123 | +28,225 | New | Q4 2025 | Feb 13, 2026 |
| Beacon Financial Advisory LLC | History | Reduced | 27,961 | 766 | 0.18% | 0.19% | 1124 | -1,651 | -5.58% | Q4 2025 | Feb 17, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | New | 27,920 | 765 | 0.05% | — | 1126 | +27,920 | New | Q4 2025 | Jan 20, 2026 |
| Institute for Wealth Management, LLC. | History | Added to | 27,921 | 765 | 0.08% | 0.08% | 1125 | +327 | 1.19% | Q4 2025 | Jan 27, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 27,874 | 764 | 0.0% | 0.0% | 1128 | +4,108 | 17.29% | Q4 2025 | Feb 17, 2026 |
| Orcam Financial Group | History | Reduced | 27,879 | 764 | 0.57% | 0.62% | 1129 | -476 | -1.68% | Q4 2025 | Feb 06, 2026 |
| BRASADA CAPITAL MANAGEMENT, LP | History | No change | 27,552 | 764 | 0.13% | 0.13% | 1127 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| DDD Partners, LLC | History | Reduced | 27,837 | 763 | 0.05% | 0.05% | 1130 | -307 | -1.09% | Q4 2025 | Jan 22, 2026 |
| HOWE & RUSLING INC | History | Added to | 27,752 | 761 | 0.05% | 0.05% | 1131 | +753 | 2.79% | Q4 2025 | Feb 17, 2026 |
| NORTH STAR ASSET MANAGEMENT INC | History | Added to | 27,710 | 760 | 0.03% | 0.03% | 1132 | +129 | 0.47% | Q4 2025 | Feb 09, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 27,654 | 759 | 0.09% | 0.05% | 1134 | +10,839 | 64.46% | Q4 2025 | Jan 21, 2026 |
| SAGE FINANCIAL GROUP INC | History | Reduced | 27,705 | 759 | 0.05% | 0.05% | 1133 | -1,855 | -6.28% | Q4 2025 | Jan 27, 2026 |
| RIDGECREST WEALTH PARTNERS, LLC | History | Added to | 27,655 | 758 | 0.41% | 0.3% | 1135 | +3,264 | 13.38% | Q4 2025 | Jan 22, 2026 |
| Stonebrook Private Inc. | History | Reduced | 27,623 | 757 | 0.16% | 0.17% | 1136 | -799 | -2.81% | Q4 2025 | Feb 11, 2026 |
| Wilkins Miller Wealth Management, LLC | History | Reduced | 27,331 | 749 | 0.45% | 0.48% | 1140 | -1,098 | -3.86% | Q4 2025 | Jan 21, 2026 |
| Front Row Advisors LLC | History | Added to | 27,337 | 749 | 0.25% | 0.24% | 1138 | +706 | 2.65% | Q4 2025 | Feb 12, 2026 |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | History | Added to | 27,341 | 749 | 0.18% | 0.18% | 1139 | +495 | 1.84% | Q4 2025 | Feb 02, 2026 |
| SAWGRASS ASSET MANAGEMENT LLC | History | Added to | 27,334 | 749 | 0.09% | 0.09% | 1137 | +357 | 1.32% | Q4 2025 | Feb 09, 2026 |
| CDM FINANCIAL COUNSELING SERVICES, INC. | History | New | 27,264 | 747 | 0.7% | — | 1141 | +27,264 | New | Q4 2025 | Feb 05, 2026 |
| SageView Advisory Group, LLC | History | Reduced | 27,204 | 746 | 0.03% | 0.03% | 1143 | -6,127 | -18.38% | Q4 2025 | Feb 17, 2026 |
| Rench Wealth Management, Inc. | History | Reduced | 27,206 | 746 | 0.21% | 0.22% | 1142 | -662 | -2.38% | Q4 2025 | Feb 12, 2026 |
| Bernardo Wealth Planning LLC | History | Added to | 27,179 | 745 | 0.14% | 0.13% | 1144 | +3,292 | 13.78% | Q4 2025 | Jan 26, 2026 |
| Firestone Capital Management | History | Reduced | 26,928 | 738 | 0.16% | 0.16% | 1146 | -815 | -2.94% | Q4 2025 | Feb 09, 2026 |
| RAINEY & RANDALL WEALTH ADVISORS INC. | History | Added to | 26,938 | 738 | 0.12% | 0.12% | 1145 | +159 | 0.59% | Q4 2025 | Jan 27, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Added to | 26,883 | 737 | 0.02% | 0.02% | 1147 | +2,000 | 8.04% | Q4 2025 | Feb 03, 2026 |
| Van Cleef Asset Management,Inc | History | Reduced | 26,877 | 737 | 0.07% | 0.08% | 1148 | -1,556 | -5.47% | Q4 2025 | Feb 09, 2026 |
| WEBSTER BANK, N. A. | History | Reduced | 26,856 | 736 | 0.07% | 0.07% | 1149 | -585 | -2.13% | Q4 2025 | Jan 23, 2026 |
| Mezzasalma Advisors, LLC | History | Reduced | 26,479 | 734 | 0.18% | 0.39% | 1150 | -28,735 | -52.04% | Q4 2025 | Jan 21, 2026 |
| RCW Management, LLC | History | New | 26,641 | 730 | 0.74% | — | 1152 | +26,641 | New | Q4 2025 | Jan 30, 2026 |
| Crusonia Wealth Advisors LLC | History | New | 26,621 | 730 | 0.16% | — | 1153 | +26,621 | New | Q4 2025 | Feb 18, 2026 |
| Owen LaRue, LLC | History | Added to | 26,646 | 730 | 0.28% | 0.13% | 1151 | +14,329 | 116.34% | Q4 2025 | Feb 05, 2026 |
| Schrum Private Wealth Management LLC | History | Added to | 26,587 | 729 | 0.54% | 0.48% | 1154 | +2,755 | 11.56% | Q4 2025 | Feb 17, 2026 |
| Clearview Wealth Advisors LLC | History | Reduced | 26,527 | 727 | 0.46% | 0.61% | 1155 | -8,269 | -23.76% | Q4 2025 | Feb 17, 2026 |
| Austin Private Wealth, LLC | History | Added to | 26,397 | 724 | 0.05% | 0.05% | 1156 | +726 | 2.83% | Q4 2025 | Jan 20, 2026 |
| FULTON BANK, N.A. | History | Added to | 26,394 | 723 | 0.02% | 0.02% | 1157 | +7,770 | 41.72% | Q4 2025 | Jan 08, 2026 |
| Johnson Financial Group, Inc. | History | Added to | 26,290 | 721 | 0.03% | 0.03% | 1158 | +1,566 | 6.33% | Q4 2025 | Feb 12, 2026 |
| BUILDER INVESTMENT GROUP INC /ADV | History | Added to | 26,157 | 717 | 0.15% | 0.16% | 1159 | +39 | 0.15% | Q4 2025 | Jan 28, 2026 |
| Perissos Private Wealth Management, LLC | History | Added to | 26,110 | 716 | 0.62% | 0.51% | 1160 | +586 | 2.3% | Q4 2025 | Feb 09, 2026 |
| Cassady Wealth & Retirement Planning, LLC | History | New | 25,964 | 712 | 0.46% | — | 1161 | +25,964 | New | Q4 2025 | Apr 02, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 25,932 | 711 | 0.02% | 0.02% | 1162 | -569 | -2.15% | Q4 2025 | Jan 27, 2026 |
| Carmel Capital Partners, LLC | History | Added to | 25,877 | 709 | 0.25% | 0.15% | 1163 | +13,000 | 100.96% | Q4 2025 | Jan 29, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | Reduced | 25,839 | 708 | 0.12% | 0.12% | 1164 | -850 | -3.18% | Q4 2025 | Jan 28, 2026 |
| Financial Planning Hawaii, Inc. | History | New | 25,805 | 707 | 0.41% | — | 1166 | +25,805 | New | Q4 2025 | Jan 15, 2026 |
| WEIK CAPITAL MANAGEMENT | History | Reduced | 25,805 | 707 | 0.26% | 0.28% | 1165 | -1,700 | -6.18% | Q4 2025 | Feb 11, 2026 |
| V. M. MANNING & CO., INC. | History | Reduced | 25,586 | 701 | 0.71% | 0.65% | 1167 | -82 | -0.32% | Q4 2025 | Feb 09, 2026 |
| Trust Co | History | Added to | 25,545 | 700 | 0.07% | 0.02% | 1168 | +16,913 | 195.93% | Q4 2025 | Jan 15, 2026 |
| Balefire, LLC | History | Reduced | 25,465 | 698 | 0.14% | 0.15% | 1169 | -2,310 | -8.32% | Q4 2025 | Jan 12, 2026 |
| CHAPIN DAVIS, INC. | History | Added to | 25,429 | 697 | 0.16% | 0.17% | 1170 | +22 | 0.09% | Q4 2025 | Jan 30, 2026 |
| Smart Portfolios, LLC | History | No change | 25,345 | 695 | 0.69% | 0.67% | 1171 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Bonfire Financial | History | No change | 25,365 | 695 | 0.52% | 0.53% | 1172 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Key FInancial Inc | History | No change | 25,340 | 695 | 0.13% | 0.13% | 1173 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| FSM Wealth Advisors, LLC | History | Reduced | 25,327 | 694 | 0.09% | 0.1% | 1174 | -506 | -1.96% | Q4 2025 | Jan 23, 2026 |
| American Capital Advisory, LLC | History | Added to | 25,134 | 689 | 0.3% | 0.32% | 1175 | +5 | 0.02% | Q4 2025 | Jan 30, 2026 |
| Mach-1 Financial Group, LLC | History | Added to | 25,060 | 687 | 0.14% | 0.07% | 1177 | +9,120 | 57.21% | Q4 2025 | Feb 06, 2026 |
| McAlister, Sweet & Associates, Inc. | History | Reduced | 25,070 | 687 | 0.52% | 0.47% | 1176 | -1,083 | -4.14% | Q4 2025 | Jan 02, 2026 |
| LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA | History | Added to | 24,911 | 683 | 0.46% | 0.42% | 1178 | +999 | 4.18% | Q4 2025 | Jan 26, 2026 |
| Eldridge Investment Advisors, Inc. | History | Added to | 24,897 | 682 | 0.15% | 0.15% | 1179 | +1 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Invst, LLC | History | Reduced | 24,808 | 680 | 0.07% | 0.08% | 1180 | -311 | -1.24% | Q4 2025 | Feb 11, 2026 |
| NewCorp Financial Services, Inc. | History | New | 24,769 | 679 | 0.6% | — | 1182 | +24,769 | New | Q4 2025 | Feb 10, 2026 |
| RED CRANE WEALTH MANAGEMENT, LLC | History | Reduced | 24,755 | 679 | 0.56% | 0.58% | 1181 | -494 | -1.96% | Q4 2025 | Feb 03, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | New | 24,737 | 678 | 0.09% | — | 1184 | +24,737 | New | Q4 2025 | Jan 27, 2026 |
| Cynosure Group, LLC | History | Reduced | 24,726 | 678 | 0.07% | 0.12% | 1183 | -15,540 | -38.59% | Q4 2025 | Feb 17, 2026 |
| Capital Management Associates, Inc | History | Reduced | 24,581 | 674 | 0.15% | 0.19% | 1185 | -1,229 | -4.76% | Q4 2025 | Jan 21, 2026 |
| LifePlan Financial, LLC | History | Reduced | 24,544 | 673 | 0.52% | 0.54% | 1186 | -380 | -1.52% | Q4 2025 | Jan 20, 2026 |
| Successful Portfolios LLC | History | Added to | 23,564 | 672 | 0.34% | 0.25% | 1187 | +7,789 | 49.38% | Q4 2025 | Jan 23, 2026 |
| Pinnacle Bancorp, Inc. | History | Reduced | 24,468 | 671 | 0.2% | 0.22% | 1188 | -2,718 | -10.0% | Q4 2025 | Jan 22, 2026 |
| Commonwealth Retirement Investments LLC | History | Reduced | 24,459 | 670 | 0.22% | 0.41% | 1189 | -19,470 | -44.32% | Q4 2025 | Feb 11, 2026 |
| Strategies Wealth Advisors, LLC | History | Reduced | 24,387 | 668 | 0.07% | 0.08% | 1190 | -2,985 | -10.91% | Q4 2025 | Feb 13, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | Reduced | 24,310 | 666 | 0.21% | 0.23% | 1191 | -1,538 | -5.95% | Q4 2025 | Feb 03, 2026 |
| Stewardship Advisors, LLC | History | Added to | 24,308 | 666 | 0.15% | 0.15% | 1193 | +807 | 3.43% | Q4 2025 | Jan 15, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 24,283 | 666 | 0.07% | 0.07% | 1192 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Brookwood Investment Group LLC | History | Reduced | 24,176 | 663 | 0.08% | 0.09% | 1194 | -288 | -1.18% | Q4 2025 | Jan 22, 2026 |
| North Capital, Inc. | History | Added to | 24,114 | 661 | 0.57% | 0.17% | 1196 | +16,212 | 205.16% | Q4 2025 | Feb 18, 2026 |
| Nalls Sherbakoff Group, LLC | History | Reduced | 24,108 | 661 | 0.48% | 0.45% | 1195 | -200 | -0.82% | Q4 2025 | Mar 12, 2026 |
| SP Asset Management LLC | History | Added to | 24,065 | 660 | 0.05% | 0.05% | 1197 | +236 | 0.99% | Q4 2025 | Jan 28, 2026 |
| Greenhouse Wealth Management, LLC | History | Reduced | 23,836 | 653 | 0.39% | 0.41% | 1198 | -1,429 | -5.66% | Q4 2025 | Jan 21, 2026 |
| WFA of San Diego, LLC | History | Added to | 23,756 | 651 | 0.48% | 0.44% | 1199 | +6 | 0.03% | Q4 2025 | Feb 17, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 23,732 | 650 | 0.13% | 0.14% | 1200 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Argent Advisors, Inc. | History | New | 23,649 | 648 | 0.18% | — | 1201 | +23,649 | New | Q4 2025 | Feb 11, 2026 |
| FEDERATED HERMES, INC. | History | No change | 23,490 | 644 | 0.0% | 0.0% | 1202 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| MEMBERS WEALTH LLC | History | Reduced | 22,068 | 643 | 0.4% | 2.35% | 1203 | -112,896 | -83.65% | Q4 2025 | Jan 28, 2026 |
| Capital Developers, LLC | History | New | 23,314 | 639 | 0.57% | — | 1204 | +23,314 | New | Q4 2025 | Jan 30, 2026 |
| Storen Legacy Partners, LLC | History | New | 23,307 | 639 | 0.2% | — | 1205 | +23,307 | New | Q4 2025 | Mar 05, 2026 |
| WEALTHCARE CAPITAL MANAGEMENT LLC | History | Reduced | 23,245 | 637 | 0.06% | 0.09% | 1207 | -10,095 | -30.28% | Q4 2025 | Jan 20, 2026 |
| Obermeyer Wealth Partners | History | Added to | 23,249 | 637 | 0.03% | 0.03% | 1206 | +3,685 | 18.84% | Q4 2025 | Jan 29, 2026 |
| Element Wealth, LLC | History | Added to | 23,214 | 636 | 0.26% | 0.2% | 1208 | +6,033 | 35.11% | Q4 2025 | Feb 13, 2026 |
| Cypress Capital, LLC | History | Reduced | 23,088 | 633 | 0.18% | 0.18% | 1209 | -91 | -0.39% | Q4 2025 | Feb 06, 2026 |
| Value Investment Professionals, LLC | History | New | 23,045 | 632 | 0.66% | — | 1210 | +23,045 | New | Q4 2025 | Feb 11, 2026 |
| Dale Q Rice Investment Management Ltd | History | No change | 22,983 | 630 | 0.45% | 0.44% | 1211 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Eddie Patel Inc | History | New | 22,906 | 628 | 0.47% | — | 1213 | +22,906 | New | Q4 2025 | Feb 17, 2026 |
| Paladin Advisory Group, LLC | History | Reduced | 22,912 | 628 | 0.46% | 0.53% | 1212 | -1,872 | -7.55% | Q4 2025 | Jan 21, 2026 |
| Fulcrum Capital LLC | History | No change | 22,885 | 627 | 0.13% | 0.13% | 1214 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 22,849 | 626 | 0.08% | — | 1216 | +22,849 | New | Q4 2025 | Feb 09, 2026 |
| APPLETON PARTNERS INC/MA | History | Reduced | 22,828 | 626 | 0.04% | 0.04% | 1215 | -575 | -2.46% | Q4 2025 | Jan 09, 2026 |
| Meridian Wealth Advisors, LLC | History | Added to | 22,818 | 625 | 0.09% | 0.07% | 1219 | +5,655 | 32.95% | Q4 2025 | Feb 17, 2026 |
| Mirador Capital Partners LP | History | Added to | 22,810 | 625 | 0.09% | 0.08% | 1218 | +3,246 | 16.59% | Q4 2025 | Jan 14, 2026 |
| Arete Wealth Advisors, LLC | History | Added to | 22,791 | 625 | 0.04% | 0.04% | 1217 | +1,445 | 6.77% | Q4 2025 | Feb 13, 2026 |
| Beacon Capital Management, LLC | History | Added to | 22,811 | 625 | 0.1% | 0.09% | 1220 | +462 | 2.07% | Q4 2025 | Feb 13, 2026 |
| Aerodigm Wealth, LLC | History | Added to | 22,770 | 624 | 0.24% | 0.26% | 1221 | +222 | 0.98% | Q4 2025 | Apr 21, 2026 |
| PATRICK M SWEENEY & ASSOCIATES, INC | History | Added to | 22,747 | 623 | 0.39% | 0.36% | 1223 | +2,113 | 10.24% | Q4 2025 | Feb 04, 2026 |
| LYELL WEALTH MANAGEMENT, LP | History | Reduced | 22,729 | 623 | 0.05% | 0.05% | 1222 | -600 | -2.57% | Q4 2025 | Feb 12, 2026 |
| Key Client Fiduciary Advisors, LLC | History | New | 22,611 | 620 | 0.21% | — | 1224 | +22,611 | New | Q4 2025 | Jan 28, 2026 |
| Calamos Wealth Management LLC | History | Added to | 22,551 | 618 | 0.02% | 0.02% | 1225 | +2,332 | 11.53% | Q4 2025 | Jan 29, 2026 |
| Allie Family Office LLC | History | Reduced | 22,453 | 615 | 0.29% | 0.56% | 1226 | -20,792 | -48.08% | Q4 2025 | Feb 13, 2026 |
| Capital Planning LLC | History | Added to | 22,150 | 614 | 0.17% | 0.14% | 1227 | +5,148 | 30.28% | Q4 2025 | Jan 23, 2026 |
| Balboa Wealth Partners | History | Added to | 22,376 | 613 | 0.1% | 0.09% | 1228 | +2,218 | 11.0% | Q4 2025 | Jan 16, 2026 |
| RPS ADVISORY SOLUTIONS LLC | History | Reduced | 22,320 | 612 | 0.29% | 0.48% | 1229 | -13,212 | -37.18% | Q4 2025 | Feb 06, 2026 |
| Breakwater Capital Group | History | Reduced | 22,296 | 611 | 0.09% | 0.09% | 1230 | -44 | -0.2% | Q4 2025 | Jan 09, 2026 |
| Avantra Family Wealth, Inc. | History | Added to | 22,236 | 609 | 0.44% | 0.45% | 1231 | +88 | 0.4% | Q4 2025 | Jan 21, 2026 |
| Williams Jones Wealth Management, LLC. | History | Reduced | 22,165 | 607 | 0.01% | 0.01% | 1232 | -1,400 | -5.94% | Q4 2025 | Feb 13, 2026 |
| Fort Sheridan Advisors LLC | History | Reduced | 22,094 | 606 | 0.08% | 0.1% | 1233 | -6,412 | -22.49% | Q4 2025 | Feb 10, 2026 |
| SOA Wealth Advisors, LLC. | History | Reduced | 22,049 | 604 | 0.1% | 0.11% | 1234 | -733 | -3.22% | Q4 2025 | Jan 20, 2026 |
| Fairway Wealth LLC | History | No change | 21,957 | 602 | 0.16% | 0.17% | 1235 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Merited Wealth, LLC | History | New | 21,888 | 600 | 0.56% | — | 1237 | +21,888 | New | Q4 2025 | Mar 26, 2026 |
| Meriwether Wealth & Planning, LLC | History | Reduced | 21,897 | 600 | 0.34% | 0.4% | 1236 | -3,552 | -13.96% | Q4 2025 | Jan 14, 2026 |
| Timmons Wealth Management, LLC | History | New | 21,861 | 599 | 0.59% | — | 1238 | +21,861 | New | Q4 2025 | Feb 12, 2026 |
| Telos Capital Management, Inc. | History | Added to | 21,814 | 598 | 0.06% | 0.02% | 1239 | +14,314 | 190.85% | Q4 2025 | Jan 22, 2026 |
| Creekside Partners | History | Added to | 21,833 | 598 | 0.25% | 0.23% | 1240 | +2,614 | 13.6% | Q4 2025 | Feb 13, 2026 |
| Brick & Kyle, Associates | History | Added to | 21,768 | 597 | 0.21% | 0.21% | 1241 | +615 | 2.91% | Q4 2025 | Feb 13, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 21,330 | 595 | 0.05% | 0.05% | 1242 | -23 | -0.11% | Q4 2025 | Jan 28, 2026 |
| Aldebaran Financial Inc. | History | No change | 21,500 | 594 | 0.55% | 0.59% | 1243 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Mission Creek Capital Partners, Inc. | History | Reduced | 21,571 | 591 | 0.12% | 0.12% | 1244 | -4 | -0.02% | Q4 2025 | Feb 12, 2026 |
| Lantern Wealth Advisors, LLC | History | Added to | 21,527 | 590 | 0.31% | 0.3% | 1245 | +872 | 4.22% | Q4 2025 | Feb 17, 2026 |
| Oxbow Advisors, LLC | History | Reduced | 21,455 | 588 | 0.05% | 0.07% | 1246 | -6,786 | -24.03% | Q4 2025 | Feb 04, 2026 |
| Martin Capital Partners, LLC | History | Reduced | 21,365 | 586 | 0.22% | 0.23% | 1247 | -551 | -2.51% | Q4 2025 | Jan 06, 2026 |
| Baldwin Investment Management, LLC | History | Reduced | 21,333 | 585 | 0.07% | 0.07% | 1248 | -1,308 | -5.78% | Q4 2025 | Feb 13, 2026 |
| OMC Financial Services LTD | History | Reduced | 21,361 | 585 | 0.22% | 0.22% | 1249 | -119 | -0.55% | Q4 2025 | Jan 06, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Added to | 21,239 | 582 | 0.48% | 0.35% | 1250 | +8,608 | 68.15% | Q4 2025 | Feb 10, 2026 |
| Capital Analysts, LLC | History | Reduced | 20,998 | 576 | 0.02% | 0.11% | 1251 | -113,505 | -84.39% | Q4 2025 | Feb 11, 2026 |
| Clayton Financial Group LLC | History | New | 21,000 | 576 | 0.29% | — | 1252 | +21,000 | New | Q4 2025 | Jan 21, 2026 |
| Tidemark, LLC | History | No change | 20,976 | 575 | 0.16% | 0.17% | 1253 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Colter Lewis Investment Partners LLC | History | New | 20,885 | 572 | 0.66% | — | 1256 | +20,885 | New | Q4 2025 | Feb 17, 2026 |
| Verity & Verity, LLC | History | Added to | 20,886 | 572 | 0.04% | 0.05% | 1254 | +84 | 0.4% | Q4 2025 | Feb 10, 2026 |
| Strata Wealth Advisors, LLC | History | No change | 20,884 | 572 | 0.16% | 0.15% | 1255 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 20,732 | 568 | 0.01% | 0.01% | 1257 | -119 | -0.57% | Q4 2025 | Feb 13, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | Added to | 20,652 | 566 | 0.11% | 0.09% | 1258 | +5,362 | 35.07% | Q4 2025 | Feb 04, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 20,627 | 565 | 0.06% | 0.07% | 1259 | -2,393 | -10.4% | Q4 2025 | Feb 13, 2026 |
| Gemmer Asset Management LLC | History | Reduced | 20,588 | 564 | 0.04% | 0.05% | 1260 | -2,104 | -9.27% | Q4 2025 | Jan 23, 2026 |
| Keystone Wealth Services, LLC | History | Added to | 20,528 | 563 | 0.12% | 0.11% | 1261 | +2,814 | 15.89% | Q4 2025 | Jan 26, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | New | 20,516 | 562 | 0.0% | — | 1262 | +20,516 | New | Q4 2025 | Feb 17, 2026 |
| Colonial Trust Co / SC | History | No change | 20,360 | 562 | 0.07% | 0.07% | 1263 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Commonwealth Financial Services, LLC | History | Reduced | 20,463 | 561 | 0.09% | 0.1% | 1264 | -144 | -0.7% | Q4 2025 | Feb 06, 2026 |
| American Trust | History | Reduced | 20,438 | 560 | 0.05% | 0.1% | 1265 | -21,839 | -51.66% | Q4 2025 | Feb 17, 2026 |
| Unify Financial Advisors | History | New | 20,389 | 559 | 0.58% | — | 1267 | +20,389 | New | Q4 2025 | Apr 08, 2026 |
| Advisor Resource Council | History | New | 18,742 | 559 | 0.2% | — | 1266 | +18,742 | New | Q4 2025 | Feb 10, 2026 |
| DRW Securities, LLC | History | Added to | 20,242 | 555 | 0.01% | 0.01% | 1268 | +4,100 | 25.4% | Q4 2025 | Feb 12, 2026 |
| Beech Hill Advisors, Inc. | History | Added to | 20,200 | 554 | 0.27% | 0.17% | 1269 | +6,900 | 51.88% | Q4 2025 | Jan 14, 2026 |
| Blue Chip Partners, LLC | History | Added to | 20,139 | 552 | 0.04% | 0.02% | 1270 | +8,351 | 70.84% | Q4 2025 | Feb 18, 2026 |
| Cross Staff Investments Inc | History | Added to | 20,065 | 550 | 0.3% | 0.37% | 1271 | +441 | 2.25% | Q4 2025 | Feb 27, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | No change | 20,040 | 549 | 0.13% | 0.14% | 1272 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Centurion Wealth Management LLC | History | Reduced | 20,010 | 548 | 0.12% | 0.13% | 1273 | -250 | -1.23% | Q4 2025 | Jan 14, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | New | 19,971 | 547 | 0.04% | — | 1275 | +19,971 | New | Q4 2025 | Jan 20, 2026 |
| PATTEN & PATTEN INC/TN | History | Reduced | 19,964 | 547 | 0.03% | 0.05% | 1274 | -11,524 | -36.6% | Q4 2025 | Feb 03, 2026 |
| IAMS WEALTH MANAGEMENT, LLC | History | Added to | 19,886 | 545 | 0.2% | 0.21% | 1276 | +332 | 1.7% | Q4 2025 | Jan 26, 2026 |
| Tranquility Partners, LLC | History | Reduced | 19,839 | 544 | 0.2% | 0.18% | 1277 | -105 | -0.53% | Q4 2025 | Feb 03, 2026 |
| Capital Advisors Wealth Management, LLC | History | Reduced | 19,781 | 542 | 0.07% | 0.1% | 1278 | -4,817 | -19.58% | Q4 2025 | Jan 21, 2026 |
| Sharkey, Howes & Javer | History | Reduced | 19,746 | 541 | 0.07% | 0.08% | 1279 | -3,459 | -14.91% | Q4 2025 | Jan 13, 2026 |
| Capital Investment Counsel, LLC | History | Reduced | 19,652 | 539 | 0.07% | 0.51% | 1280 | -106,160 | -84.38% | Q4 2025 | Feb 02, 2026 |
| FIRST FINANCIAL CORP /IN/ | History | Reduced | 19,576 | 536 | 0.2% | 0.25% | 1281 | -3,455 | -15.0% | Q4 2025 | Jan 13, 2026 |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | History | Reduced | 19,475 | 534 | 0.02% | 0.1% | 1282 | -69,830 | -78.19% | Q4 2025 | Feb 17, 2026 |
| Pflug Koory, LLC | History | Added to | 19,330 | 530 | 0.25% | 0.25% | 1284 | +75 | 0.39% | Q4 2025 | Jan 20, 2026 |
| SIGMA INVESTMENT COUNSELORS INC | History | Reduced | 19,328 | 530 | 0.03% | 0.03% | 1283 | -69 | -0.36% | Q4 2025 | Feb 03, 2026 |
| Financial Gravity Asset Management, Inc. | History | Added to | 19,307 | 529 | 0.1% | 0.06% | 1285 | +8,703 | 82.07% | Q4 2025 | Feb 13, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | Reduced | 18,544 | 528 | 0.04% | 0.04% | 1286 | -361 | -1.91% | Q4 2025 | Feb 13, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 19,205 | 526 | 0.01% | 0.01% | 1287 | +1,561 | 8.85% | Q4 2025 | Jan 29, 2026 |
| NOVEM GROUP | History | Reduced | 19,170 | 525 | 0.06% | 0.07% | 1288 | -1,852 | -8.81% | Q4 2025 | Jan 27, 2026 |
| OPTIMA CAPITAL LLC | History | Added to | 19,093 | 523 | 0.23% | 0.23% | 1289 | +1,818 | 10.52% | Q4 2025 | Jan 23, 2026 |
| Ring Mountain Capital, LLC | History | Reduced | 18,071 | 522 | 0.27% | 0.28% | 1290 | -151 | -0.83% | Q4 2025 | Jan 27, 2026 |
| M3 Wealth Management, LLC | History | New | 18,976 | 520 | 0.41% | — | 1292 | +18,976 | New | Q4 2025 | Feb 09, 2026 |
| Northstar Financial Companies, Inc. | History | Added to | 18,976 | 520 | 0.41% | 0.42% | 1291 | +2,485 | 15.07% | Q4 2025 | Feb 09, 2026 |
| GLENMEDE TRUST CO NA | History | New | 18,951 | 519 | 0.0% | — | 1293 | +18,951 | New | Q4 2025 | Feb 17, 2026 |
| Sherman Wealth Management LLC | History | New | 18,923 | 519 | 0.45% | — | 1294 | +18,923 | New | Q4 2025 | Jan 15, 2026 |
| Basepoint Wealth LLC | History | Added to | 18,915 | 518 | 0.31% | 0.36% | 1295 | +188 | 1.0% | Q4 2025 | Feb 10, 2026 |
| Cyr Financial Inc. | History | Reduced | 18,848 | 517 | 0.32% | 4.56% | 1297 | -225,376 | -92.28% | Q4 2025 | Jan 16, 2026 |
| Maple Capital Management, Inc. | History | Reduced | 18,863 | 517 | 0.03% | 0.11% | 1296 | -42,316 | -69.17% | Q4 2025 | Feb 03, 2026 |
| MATHER GROUP, LLC. | History | Added to | 18,816 | 516 | 0.01% | 0.0% | 1298 | +953 | 5.34% | Q4 2025 | Jan 13, 2026 |
| Fearless Solutions, LLC dba Best Invest | History | Reduced | 18,818 | 516 | 0.31% | 0.33% | 1299 | -45 | -0.24% | Q4 2025 | Jan 20, 2026 |
| Seneca House Advisors | History | Reduced | 18,745 | 514 | 0.19% | 0.21% | 1300 | -479 | -2.49% | Q4 2025 | Feb 17, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | Reduced | 18,707 | 513 | 0.04% | 0.04% | 1301 | -779 | -4.0% | Q4 2025 | Feb 09, 2026 |
| PDS Planning, Inc | History | Added to | 18,623 | 510 | 0.03% | 0.04% | 1302 | +36 | 0.19% | Q4 2025 | Jan 26, 2026 |
| FC Advisory LLC | History | Reduced | 18,540 | 508 | 0.15% | 0.17% | 1303 | -2,231 | -10.74% | Q4 2025 | Jan 13, 2026 |
| Comprehensive Money Management Services LLC | History | Added to | 18,555 | 508 | 0.35% | 0.34% | 1305 | +1,180 | 6.79% | Q4 2025 | Jan 22, 2026 |
| ANDREWS, LUCIA WEALTH MANAGEMENT LLC | History | Added to | 18,548 | 508 | 0.3% | 0.3% | 1304 | +184 | 1.0% | Q4 2025 | Jan 26, 2026 |
| JIM SAULNIER & ASSOCIATES, LLC | History | New | 18,349 | 503 | 0.26% | — | 1306 | +18,349 | New | Q4 2025 | Jan 29, 2026 |
| Destination Wealth Management | History | Added to | 27,171 | 502 | 0.01% | 0.01% | 1307 | +9,226 | 51.41% | Q4 2025 | Feb 13, 2026 |
| Sterling Investment Advisors, Ltd. | History | Added to | 18,328 | 502 | 0.09% | 0.08% | 1308 | +3,852 | 26.61% | Q4 2025 | Feb 09, 2026 |
| Pinion Investment Advisors, LLC | History | Reduced | 18,157 | 498 | 0.12% | 0.26% | 1309 | -17,313 | -48.81% | Q4 2025 | Jan 29, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Reduced | 18,165 | 498 | 0.04% | 0.04% | 1310 | -940 | -4.92% | Q4 2025 | Feb 17, 2026 |
| Leisure Capital Management | History | Added to | 18,025 | 494 | 0.16% | 0.16% | 1311 | +570 | 3.27% | Q4 2025 | Jan 27, 2026 |
| Omega Financial Group, LLC | History | Added to | 18,009 | 494 | 0.16% | 0.16% | 1312 | +160 | 0.9% | Q4 2025 | Jan 28, 2026 |
| Van Hulzen Asset Management, LLC | History | Added to | 17,700 | 485 | 0.04% | 0.03% | 1313 | +888 | 5.28% | Q4 2025 | Feb 06, 2026 |
| Cornerstone Wealth Group, LLC | History | Reduced | 17,713 | 485 | 0.03% | 0.03% | 1314 | -70 | -0.39% | Q4 2025 | Jan 26, 2026 |
| Covington Investment Advisors Inc. | History | Reduced | 17,632 | 484 | 0.07% | 0.22% | 1315 | -43,193 | -71.01% | Q4 2025 | Feb 17, 2026 |
| Strive Financial Group ,LLC | History | New | 17,671 | 484 | 0.24% | — | 1316 | +17,671 | New | Q4 2025 | Feb 18, 2026 |
| Bridgewealth Advisory Group, LLC | History | Reduced | 17,640 | 483 | 0.11% | 0.12% | 1317 | -1,172 | -6.23% | Q4 2025 | Feb 04, 2026 |
| Planned Solutions, Inc. | History | Reduced | 17,583 | 482 | 0.15% | 0.29% | 1319 | -13,255 | -42.98% | Q4 2025 | Jan 28, 2026 |
| Clarkston Capital Partners, LLC | History | Reduced | 17,606 | 482 | 0.01% | 0.01% | 1318 | -1,452 | -7.62% | Q4 2025 | Feb 13, 2026 |
| Silver Lake Advisory, LLC | History | Added to | 17,565 | 481 | 0.19% | 0.16% | 1320 | +2,736 | 18.45% | Q4 2025 | Jan 09, 2026 |
| Centerpoint Advisors, LLC | History | Added to | 17,550 | 481 | 0.15% | 0.15% | 1321 | +2 | 0.01% | Q4 2025 | Feb 13, 2026 |
| BASSO CAPITAL MANAGEMENT, L.P. | History | New | 17,534 | 480 | 0.29% | — | 1322 | +17,534 | New | Q4 2025 | Feb 17, 2026 |
| Ullmann Wealth Partners Group, LLC | History | No change | 17,956 | 480 | 0.05% | 0.05% | 1323 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Andina Capital Management, LLC | History | No change | 17,505 | 480 | 0.29% | 0.27% | 1324 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | No change | 17,463 | 479 | 0.03% | 0.03% | 1325 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Oldfather Financial Services, LLC | History | Reduced | 17,454 | 478 | 0.14% | 0.16% | 1327 | -806 | -4.41% | Q4 2025 | Jan 16, 2026 |
| TSFG, LLC | History | Reduced | 17,437 | 478 | 0.07% | 0.08% | 1328 | -317 | -1.79% | Q4 2025 | Feb 04, 2026 |
| PATTON ALBERTSON MILLER GROUP, LLC | History | No change | 17,431 | 478 | 0.06% | 0.06% | 1326 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Integrity Advisory Solutions, LLC | History | Added to | 17,390 | 477 | 0.07% | 0.07% | 1329 | +1,450 | 9.1% | Q4 2025 | Feb 09, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | Reduced | 17,325 | 475 | 0.07% | 0.07% | 1330 | -20 | -0.12% | Q4 2025 | Feb 03, 2026 |
| OpenArc Corporate Advisory, LLC | History | New | 17,255 | 473 | 0.01% | — | 1331 | +17,255 | New | Q4 2025 | Feb 13, 2026 |
| Headlands Technologies LLC | History | New | 17,184 | 471 | 0.04% | — | 1332 | +17,184 | New | Q4 2025 | Feb 13, 2026 |
| Pure Financial Advisors, LLC | History | Reduced | 17,141 | 470 | 0.09% | 0.01% | 1334 | -5,873 | -25.52% | Q4 2025 | Mar 04, 2026 |
| DAVIS R M INC | History | Added to | 17,158 | 470 | 0.01% | 0.01% | 1333 | +813 | 4.97% | Q4 2025 | Feb 12, 2026 |
| Payne Capital LLC | History | No change | 17,115 | 469 | 0.48% | 0.47% | 1335 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| FIRST FOUNDATION ADVISORS | History | Added to | 17,098 | 468 | 0.02% | 0.02% | 1337 | +1,220 | 7.68% | Q4 2025 | Feb 04, 2026 |
| Fairfield Financial Advisors, LTD | History | Added to | 17,086 | 468 | 0.15% | 0.16% | 1338 | +164 | 0.97% | Q4 2025 | Feb 02, 2026 |
| THOMPSON DAVIS & CO., INC. | History | Reduced | 17,091 | 468 | 0.28% | 0.29% | 1336 | -60 | -0.35% | Q4 2025 | Jan 12, 2026 |
| Downshift Financial, LLC | History | New | 15,019 | 464 | 0.29% | — | 1339 | +15,019 | New | Q4 2025 | Mar 11, 2026 |
| HERITAGE OAK WEALTH ADVISORS LLC | History | Reduced | 16,819 | 461 | 0.17% | 0.17% | 1340 | -624 | -3.58% | Q4 2025 | Jan 21, 2026 |
| Presidio Capital Management, LLC | History | Reduced | 16,708 | 458 | 0.14% | 8.89% | 1341 | -912,308 | -98.2% | Q4 2025 | Jan 15, 2026 |
| Impact Capital Partners LLC | History | Reduced | 16,724 | 458 | 0.14% | 0.14% | 1342 | -864 | -4.91% | Q4 2025 | Jan 07, 2026 |
| Ketron Financial | History | New | 16,658 | 456 | 0.15% | — | 1344 | +16,658 | New | Q4 2025 | Feb 24, 2026 |
| CURA WEALTH ADVISORS, LLC | History | Added to | 16,634 | 456 | 0.17% | 0.17% | 1343 | +53 | 0.32% | Q4 2025 | Jan 23, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Added to | 16,537 | 453 | 0.03% | 0.02% | 1347 | +3,352 | 25.42% | Q4 2025 | Feb 17, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | Reduced | 16,532 | 453 | 0.07% | 0.08% | 1345 | -1,389 | -7.75% | Q4 2025 | Jan 12, 2026 |
| Octavia Wealth Advisors, LLC | History | Added to | 16,547 | 453 | 0.04% | 0.04% | 1346 | +38 | 0.23% | Q4 2025 | Jan 23, 2026 |
| Team Hewins, LLC | History | Added to | 16,496 | 452 | 0.15% | 0.08% | 1349 | +7,661 | 86.71% | Q4 2025 | Jan 28, 2026 |
| Smith Salley Wealth Management | History | Reduced | 16,506 | 452 | 0.02% | 0.03% | 1348 | -1,967 | -10.65% | Q4 2025 | Jan 27, 2026 |
| Pine Haven Investment Counsel, Inc | History | Added to | 16,444 | 451 | 0.32% | 0.3% | 1351 | +1,400 | 9.31% | Q4 2025 | Jan 08, 2026 |
| 1ST SOURCE BANK | History | Reduced | 16,469 | 451 | 0.02% | 0.02% | 1350 | -200 | -1.2% | Q4 2025 | Feb 05, 2026 |
| Stokes Family Office, LLC | History | Reduced | 16,435 | 450 | 0.04% | 0.22% | 1352 | -67,136 | -80.33% | Q4 2025 | Feb 18, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 16,420 | 450 | 0.23% | 0.27% | 1354 | -9,717 | -37.18% | Q4 2025 | Feb 18, 2026 |
| Etesian Wealth Advisors, Inc. | History | Reduced | 16,430 | 450 | 0.14% | 0.15% | 1353 | -716 | -4.18% | Q4 2025 | Feb 11, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 16,401 | 449 | 0.02% | 0.02% | 1355 | +4,332 | 35.89% | Q4 2025 | Mar 04, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Added to | 16,370 | 449 | 0.03% | 0.03% | 1356 | +718 | 4.59% | Q4 2025 | Jan 08, 2026 |
| Essex Bank | History | No change | 16,338 | 448 | 0.1% | 0.1% | 1357 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| REGIONS FINANCIAL CORP | History | New | 16,262 | 446 | 0.0% | — | 1358 | +16,262 | New | Q4 2025 | Jan 27, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | No change | 16,163 | 443 | 0.0% | 0.0% | 1359 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| FineMark National Bank & Trust | History | No change | 16,180 | 443 | 0.01% | 0.01% | 1360 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Claro Advisors Inc. | History | Added to | 16,084 | 441 | 0.06% | 0.03% | 1361 | +7,496 | 87.28% | Q4 2025 | Feb 17, 2026 |
| Apella Capital, LLC | History | Added to | 16,095 | 441 | 0.01% | 0.01% | 1362 | +1,987 | 14.08% | Q4 2025 | Jan 21, 2026 |
| Pine Valley Investments Ltd Liability Co | History | Added to | 16,084 | 441 | 0.02% | 0.02% | 1363 | +213 | 1.34% | Q4 2025 | Feb 13, 2026 |
| Plus Group Wealth Advisors LLC | History | New | 16,076 | 440 | 0.49% | — | 1365 | +16,076 | New | Q4 2025 | Feb 05, 2026 |
| Wealthstar Advisors, LLC | History | Reduced | 16,058 | 440 | 0.19% | 0.18% | 1364 | -549 | -3.31% | Q4 2025 | Jan 30, 2026 |
| PTM WEALTH MANAGEMENT, LLC | History | Added to | 15,762 | 439 | 0.25% | 0.19% | 1368 | +4,093 | 35.08% | Q4 2025 | Jan 09, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Added to | 16,036 | 439 | 0.02% | 0.02% | 1366 | +639 | 4.15% | Q4 2025 | Jan 12, 2026 |
| Sovereign Financial Group, Inc. | History | Reduced | 16,039 | 439 | 0.08% | 0.08% | 1367 | -159 | -0.98% | Q4 2025 | Jan 07, 2026 |
| Prosperity Wealth Management, Inc. | History | New | 16,003 | 438 | 0.15% | — | 1370 | +16,003 | New | Q4 2025 | Mar 27, 2026 |
| Baker Avenue Asset Management, LP | History | Reduced | 16,002 | 438 | 0.01% | 0.01% | 1369 | -3,672 | -18.66% | Q4 2025 | Feb 10, 2026 |
| Secure Asset Management, LLC | History | Reduced | 15,910 | 436 | 0.07% | 0.18% | 1371 | -24,006 | -60.14% | Q4 2025 | Jan 20, 2026 |
| Hutchens & Kramer Investment Management Group, LLC | History | Added to | 15,925 | 436 | 0.15% | 0.13% | 1372 | +3,690 | 30.16% | Q4 2025 | Jan 08, 2026 |
| UPTICK PARTNERS, LLC | History | Added to | 15,921 | 436 | 0.09% | 0.1% | 1373 | +2,576 | 19.3% | Q4 2025 | Feb 02, 2026 |
| Kingsman Wealth Management, Inc. | History | Added to | 15,849 | 434 | 0.23% | 0.24% | 1375 | +8 | 0.05% | Q4 2025 | Jan 22, 2026 |
| Sanchez Wealth Management Group | History | No change | 15,829 | 434 | 0.09% | 0.1% | 1374 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Allspring Global Investments Holdings, LLC | History | New | 15,533 | 433 | 0.0% | — | 1377 | +15,533 | New | Q4 2025 | Jan 15, 2026 |
| Aspen Wealth Strategies, LLC | History | Added to | 15,802 | 433 | 0.24% | 0.21% | 1378 | +2,194 | 16.12% | Q4 2025 | Jan 28, 2026 |
| DUNCKER STREETT & CO INC | History | Added to | 15,803 | 433 | 0.08% | 0.08% | 1376 | +4 | 0.03% | Q4 2025 | Jan 27, 2026 |
| Planning Project LLC | History | New | 15,775 | 432 | 0.11% | — | 1381 | +15,775 | New | Q4 2025 | Feb 12, 2026 |
| Sensible Money, LLC | History | Added to | 15,785 | 432 | 0.14% | 0.08% | 1379 | +7,240 | 84.73% | Q4 2025 | Feb 09, 2026 |
| BROWN WEALTH MANAGEMENT, LLC | History | No change | 15,773 | 432 | 0.11% | 0.12% | 1380 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| WealthPoint Financial, LLC | History | New | 15,729 | 431 | 0.37% | — | 1382 | +15,729 | New | Q4 2025 | Feb 19, 2026 |
| CM WEALTH ADVISORS LLC | History | Reduced | 15,667 | 429 | 0.1% | 0.13% | 1383 | -2,360 | -13.09% | Q4 2025 | Jan 26, 2026 |
| Cornerstone Planning, LLC | History | New | 15,545 | 426 | 0.1% | — | 1385 | +15,545 | New | Q4 2025 | Mar 17, 2026 |
| Emergent Wealth Advisors, LLC | History | Reduced | 15,562 | 426 | 0.24% | 0.29% | 1384 | -2,990 | -16.12% | Q4 2025 | Jan 14, 2026 |
| Chokshi & Queen Wealth Advisors, Inc | History | Added to | 15,555 | 426 | 0.22% | 0.21% | 1386 | +935 | 6.4% | Q4 2025 | Feb 17, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 15,527 | 425 | 0.04% | 0.05% | 1387 | +114 | 0.74% | Q4 2025 | Feb 13, 2026 |
| N.E.W. Advisory Services LLC | History | Added to | 15,387 | 422 | 0.03% | 0.01% | 1388 | +11,590 | 305.24% | Q4 2025 | Jan 28, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 15,346 | 420 | 0.01% | 0.01% | 1390 | -6,480 | -29.69% | Q4 2025 | Jan 20, 2026 |
| Darden Wealth Group Inc | History | Reduced | 15,319 | 420 | 0.2% | 0.23% | 1391 | -848 | -5.25% | Q4 2025 | Feb 09, 2026 |
| HOWLAND CAPITAL MANAGEMENT LLC | History | No change | 15,326 | 420 | 0.02% | 0.02% | 1389 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| ATLas Financial Planning LLC | History | New | 15,306 | 419 | 0.41% | — | 1393 | +15,306 | New | Q4 2025 | Feb 17, 2026 |
| ZynergyRetirementPlanningLLC | History | Added to | 15,299 | 419 | 0.26% | 0.26% | 1392 | +209 | 1.39% | Q4 2025 | Jan 09, 2026 |
| Aegis Wealth Management LLC | History | Reduced | 15,100 | 414 | 0.23% | 1.01% | 1394 | -53,711 | -78.06% | Q4 2025 | Jan 14, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | Reduced | 15,091 | 413 | 0.13% | 0.15% | 1395 | -1,358 | -8.26% | Q4 2025 | Jan 07, 2026 |
| DKM Wealth Management, Inc. | History | No change | 15,060 | 413 | 0.31% | 0.33% | 1396 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| 1832 Asset Management L.P. | History | Added to | 15,036 | 412 | 0.0% | 0.0% | 1397 | +36 | 0.24% | Q4 2025 | Feb 13, 2026 |
| Cypress Capital Group | History | New | 15,000 | 411 | 0.05% | — | 1399 | +15,000 | New | Q4 2025 | Feb 11, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Added to | 15,000 | 411 | 0.01% | 0.01% | 1398 | +3,437 | 29.72% | Q4 2025 | Jan 28, 2026 |
| FIDUCIARY FAMILY OFFICE, LLC | History | No change | 15,000 | 411 | 0.12% | 0.12% | 1400 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Maia Wealth LLC | History | Added to | 13,087 | 410 | 0.07% | 0.03% | 1401 | +5,566 | 74.01% | Q4 2025 | Feb 17, 2026 |
| Daytona Street Capital LLC | History | New | 14,927 | 409 | 0.32% | — | 1402 | +14,927 | New | Q4 2025 | Jan 21, 2026 |
| Tenon Financial LLC | History | Reduced | 14,907 | 408 | 0.17% | 0.21% | 1403 | -254 | -1.68% | Q4 2025 | Jan 16, 2026 |
| Leading Edge Financial Planning LLC | History | Reduced | 14,760 | 404 | 0.09% | 0.1% | 1404 | -405 | -2.67% | Q4 2025 | Jan 21, 2026 |
| Alley Investment Management Company, LLC | History | Reduced | 14,721 | 403 | 0.05% | 0.05% | 1405 | -110 | -0.74% | Q4 2025 | Jan 27, 2026 |
| Legacy Financial Advisors, Inc. | History | Added to | 14,686 | 402 | 0.06% | 0.05% | 1406 | +532 | 3.76% | Q4 2025 | Feb 04, 2026 |
| Millstone Evans Group, LLC | History | Added to | 14,644 | 401 | 0.24% | 0.13% | 1407 | +6,872 | 88.42% | Q4 2025 | Feb 02, 2026 |
| GenWealth Group, Inc. | History | No change | 14,256 | 400 | 0.07% | 0.07% | 1408 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| FSA Investment Group, LLC | History | Reduced | 14,564 | 399 | 0.24% | 0.43% | 1409 | -10,469 | -41.82% | Q4 2025 | Jan 13, 2026 |
| Resonant Capital Advisors, LLC | History | Added to | 14,528 | 398 | 0.02% | 0.02% | 1410 | +562 | 4.02% | Q4 2025 | Jan 29, 2026 |
| Sunflower Bank, N.A. | History | Added to | 14,501 | 397 | 0.1% | 0.09% | 1411 | +419 | 2.98% | Q4 2025 | Jan 09, 2026 |
| Investment Partners Asset Management, Inc. | History | Reduced | 14,435 | 395 | 0.25% | 0.39% | 1413 | -7,476 | -34.12% | Q4 2025 | Jan 15, 2026 |
| FIRST HORIZON CORP | History | Added to | 14,404 | 395 | 0.02% | 0.02% | 1412 | +598 | 4.33% | Q4 2025 | Jan 27, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 14,432 | 395 | 0.03% | 0.03% | 1414 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Ballast, Inc. | History | No change | 14,415 | 395 | 0.09% | 0.1% | 1415 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Bay Rivers Group | History | Added to | 14,356 | 393 | 0.16% | 0.11% | 1417 | +4,899 | 51.8% | Q4 2025 | Jan 07, 2026 |
| Acropolis Investment Management, LLC | History | No change | 14,333 | 393 | 0.02% | 0.02% | 1416 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | New | 14,119 | 387 | 0.05% | — | 1419 | +14,119 | New | Q4 2025 | Feb 04, 2026 |
| AA Financial Advisors, LLC | History | Added to | 14,135 | 387 | 0.07% | 0.07% | 1420 | +321 | 2.32% | Q4 2025 | Jan 14, 2026 |
| ARGUS INVESTORS' COUNSEL, INC. | History | Reduced | 14,127 | 387 | 0.31% | 0.31% | 1418 | -223 | -1.55% | Q4 2025 | Jan 22, 2026 |
| Generation Capital Management LLC | History | No change | 14,131 | 387 | 0.25% | 0.28% | 1421 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Topsail Wealth Management, LLC | History | No change | 14,142 | 387 | 0.06% | 0.07% | 1422 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | No change | 14,076 | 386 | 0.02% | 0.02% | 1423 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| EAGLE ROCK INVESTMENT COMPANY, LLC | History | Added to | 14,071 | 385 | 0.05% | 0.04% | 1424 | +3,724 | 35.99% | Q4 2025 | Jan 14, 2026 |
| Old North State Wealth Management, LLC | History | Added to | 13,919 | 381 | 0.18% | 0.17% | 1425 | +289 | 2.12% | Q4 2025 | Jan 23, 2026 |
| Vivaldi Capital Management LP | History | Added to | 13,820 | 379 | 0.05% | 0.04% | 1427 | +3,440 | 33.14% | Q4 2025 | Feb 13, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | Reduced | 13,822 | 379 | 0.25% | 0.29% | 1428 | -2,058 | -12.96% | Q4 2025 | Feb 05, 2026 |
| Stockman Wealth Management, Inc. | History | Reduced | 13,850 | 379 | 0.04% | 0.05% | 1426 | -657 | -4.53% | Q4 2025 | Jan 29, 2026 |
| Second Line Capital, LLC | History | Reduced | 13,801 | 378 | 0.08% | 0.09% | 1430 | -1,640 | -10.62% | Q4 2025 | Feb 17, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | No change | 13,789 | 378 | 0.01% | 0.01% | 1429 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| NorthRock Partners, LLC | History | Reduced | 13,741 | 376 | 0.01% | 0.01% | 1431 | -177 | -1.27% | Q4 2025 | Feb 17, 2026 |
| Winter & Associates, Inc. | History | New | 13,626 | 373 | 0.34% | — | 1433 | +13,626 | New | Q4 2025 | Feb 13, 2026 |
| STUDIO INVESTMENT MANAGEMENT LLC | History | Added to | 13,630 | 373 | 0.07% | 0.07% | 1432 | +630 | 4.85% | Q4 2025 | Feb 09, 2026 |
| WEALTH EFFECTS LLC | History | Added to | 13,556 | 371 | 0.12% | 0.12% | 1434 | +420 | 3.2% | Q4 2025 | Jan 26, 2026 |
| GoalVest Advisory LLC | History | Reduced | 13,434 | 368 | 0.07% | 0.08% | 1435 | -1,161 | -7.95% | Q4 2025 | Jan 05, 2026 |
| Wealth Architects, LLC | History | Added to | 13,398 | 367 | 0.03% | 0.02% | 1436 | +4,298 | 47.23% | Q4 2025 | Feb 17, 2026 |
| Uptown Financial Advisors LLC | History | No change | 13,350 | 366 | 0.26% | 0.3% | 1437 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Future Financial Wealth Managment LLC | History | Reduced | 12,722 | 365 | 0.25% | 0.29% | 1438 | -3,971 | -23.79% | Q4 2025 | Jan 21, 2026 |
| Cascade Financial Partners, LLC | History | Reduced | 13,298 | 364 | 0.04% | 0.05% | 1439 | -1,736 | -11.55% | Q4 2025 | Feb 06, 2026 |
| RKL Wealth Management LLC | History | Added to | 13,249 | 363 | 0.03% | 0.03% | 1440 | +11 | 0.08% | Q4 2025 | Feb 12, 2026 |
| RM Financial Services, LLC | History | New | 13,190 | 361 | 0.32% | — | 1441 | +13,190 | New | Q4 2025 | Feb 11, 2026 |
| Garton & Associates Financial Advisors LLC | History | New | 13,129 | 360 | 0.2% | — | 1442 | +13,129 | New | Q4 2025 | Feb 18, 2026 |
| HANCOCK WHITNEY CORP | History | New | 13,095 | 359 | 0.01% | — | 1443 | +13,095 | New | Q4 2025 | Feb 17, 2026 |
| GatePass Capital, LLC | History | New | 13,094 | 359 | 0.19% | — | 1446 | +13,094 | New | Q4 2025 | Feb 09, 2026 |
| Loudon Investment Management, LLC | History | Reduced | 13,111 | 359 | 0.19% | 0.35% | 1444 | -11,225 | -46.13% | Q4 2025 | Feb 12, 2026 |
| Citrine Capital LLC | History | No change | 13,089 | 359 | 0.17% | 0.17% | 1445 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Waterfront Wealth Inc. | History | Reduced | 12,279 | 358 | 0.07% | 0.07% | 1447 | -466 | -3.66% | Q4 2025 | Jan 27, 2026 |
| Redwood Family Wealth LLC | History | New | 13,022 | 357 | 0.35% | — | 1451 | +13,022 | New | Q4 2025 | Mar 06, 2026 |
| Ridgeline Wealth Planning, LLC | History | Reduced | 13,023 | 357 | 0.25% | 0.29% | 1450 | -1,245 | -8.73% | Q4 2025 | Feb 03, 2026 |
| NovaPoint Capital, LLC | History | Added to | 13,035 | 357 | 0.09% | 0.09% | 1449 | +9 | 0.07% | Q4 2025 | Jan 21, 2026 |
| CAPE COD FIVE CENTS SAVINGS BANK | History | No change | 4,235 | 357 | 0.03% | 0.03% | 1448 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| KANE INVESTMENT MANAGEMENT, INC. | History | Reduced | 13,010 | 356 | 0.17% | 0.18% | 1452 | -720 | -5.24% | Q4 2025 | Feb 13, 2026 |
| GODSEY & GIBB, INC | History | Reduced | 12,911 | 354 | 0.03% | 0.04% | 1453 | -4,919 | -27.59% | Q4 2025 | Jan 27, 2026 |
| SECURITY NATIONAL BANK OF SO DAK | History | No change | 12,930 | 354 | 0.17% | 0.18% | 1454 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Shakespeare Wealth Management, LLC | History | No change | 12,927 | 354 | 0.08% | 0.08% | 1455 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| UNIQUE WEALTH, LLC | History | Added to | 12,854 | 352 | 0.05% | 0.05% | 1456 | +100 | 0.78% | Q4 2025 | Jan 06, 2026 |
| GGM Financials LLC | History | Added to | 12,836 | 352 | 0.17% | 0.18% | 1457 | +35 | 0.27% | Q4 2025 | Feb 04, 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | New | 12,800 | 351 | 0.06% | — | 1458 | +12,800 | New | Q4 2025 | Feb 06, 2026 |
| Amicus Financial Advisors, LLC | History | New | 12,660 | 347 | 0.1% | — | 1461 | +12,660 | New | Q4 2025 | Mar 02, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Added to | 12,686 | 347 | 0.04% | 0.04% | 1460 | +1,067 | 9.18% | Q4 2025 | Jan 07, 2026 |
| GW HENSSLER & ASSOCIATES LTD | History | Reduced | 12,670 | 347 | 0.02% | 0.02% | 1459 | -266 | -2.06% | Q4 2025 | Feb 10, 2026 |
| Veracity Capital LLC | History | New | 12,622 | 346 | 0.1% | — | 1464 | +12,622 | New | Q4 2025 | Jan 29, 2026 |
| Compass Advisory Group LLC | History | Reduced | 12,634 | 346 | 0.09% | 0.11% | 1463 | -1,350 | -9.65% | Q4 2025 | Jan 21, 2026 |
| Vontobel Holding Ltd. | History | No change | 12,650 | 346 | 0.0% | 0.0% | 1462 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Keystone Financial Group | History | Added to | 12,614 | 345 | 0.03% | 0.02% | 1465 | +3,628 | 40.37% | Q4 2025 | Feb 06, 2026 |
| Harbor Asset Planning, Inc. | History | Reduced | 12,558 | 344 | 0.29% | 1.22% | 1469 | -37,425 | -74.88% | Q4 2025 | Jan 26, 2026 |
| SFMG, LLC | History | New | 12,542 | 344 | 0.02% | — | 1466 | +12,542 | New | Q4 2025 | Feb 10, 2026 |
| CPR Investments Inc. | History | Reduced | 12,576 | 344 | 0.23% | 0.31% | 1467 | -3,899 | -23.67% | Q4 2025 | Jan 14, 2026 |
| Stone Summit Wealth LLC | History | Reduced | 12,555 | 344 | 0.09% | 0.1% | 1468 | -6 | -0.05% | Q4 2025 | Jan 27, 2026 |
| Pinnacle Wealth Management Group, Inc. | History | Reduced | 12,535 | 343 | 0.17% | 0.18% | 1471 | -322 | -2.5% | Q4 2025 | Jan 23, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | Reduced | 12,505 | 343 | 0.01% | 0.01% | 1470 | -2 | -0.02% | Q4 2025 | Jan 13, 2026 |
| Crescent Grove Advisors, LLC | History | Reduced | 12,479 | 342 | 0.03% | 0.04% | 1472 | -3,337 | -21.1% | Q4 2025 | Feb 11, 2026 |
| CASTLE WEALTH MANAGEMENT LLC | History | Reduced | 12,476 | 342 | 0.11% | 0.12% | 1473 | -780 | -5.88% | Q4 2025 | Jan 22, 2026 |
| TOBIAS FINANCIAL ADVISORS, INC. | History | New | 12,398 | 340 | 0.05% | — | 1474 | +12,398 | New | Q4 2025 | Feb 13, 2026 |
| International Private Wealth Advisors LLC | History | Added to | 12,398 | 340 | 0.21% | 0.21% | 1476 | +397 | 3.31% | Q4 2025 | Jan 14, 2026 |
| SK Wealth Management, LLC | History | Reduced | 11,589 | 340 | 0.09% | 0.12% | 1475 | -182 | -1.55% | Q4 2025 | Jan 30, 2026 |
| Sage Investment Counsel LLC | History | Added to | 12,325 | 338 | 0.37% | 0.36% | 1477 | +244 | 2.02% | Q4 2025 | Jan 23, 2026 |
| Clear Point Advisors Inc. | History | Reduced | 12,290 | 337 | 0.26% | 0.53% | 1479 | -12,535 | -50.49% | Q4 2025 | Feb 10, 2026 |
| Signature Equity Partners, LLC | History | New | 12,304 | 337 | 0.19% | — | 1480 | +12,304 | New | Q4 2025 | Feb 17, 2026 |
| Heritage Wealth Management, Inc. | History | Reduced | 12,319 | 337 | 0.09% | 0.12% | 1478 | -2,955 | -19.35% | Q4 2025 | Jan 26, 2026 |
| Stillwater Wealth Management Group | History | Added to | 12,273 | 336 | 0.23% | 0.2% | 1481 | +1,778 | 16.94% | Q4 2025 | Jan 27, 2026 |
| Tiller Private Wealth, Inc. | History | Reduced | 12,220 | 335 | 0.12% | 0.22% | 1482 | -9,995 | -44.99% | Q4 2025 | Jan 14, 2026 |
| OneAscent Wealth Management LLC | History | Reduced | 12,213 | 335 | 0.11% | 0.13% | 1483 | -1,647 | -11.88% | Q4 2025 | Feb 11, 2026 |
| Athena Wealth Management, LLC | History | New | 12,198 | 334 | 0.32% | — | 1485 | +12,198 | New | Q4 2025 | Apr 17, 2026 |
| RMR Wealth Builders | History | Reduced | 12,213 | 334 | 0.03% | 0.03% | 1484 | -451 | -3.56% | Q4 2025 | Jan 29, 2026 |
| Aznar Financial Advisors, LLC | History | New | 12,174 | 333 | 0.32% | — | 1486 | +12,174 | New | Q4 2025 | Feb 19, 2026 |
| Kovitz Investment Group Partners, LLC | History | Reduced | 12,128 | 332 | 0.01% | 0.02% | 1488 | -130,286 | -91.48% | Q4 2025 | Feb 20, 2026 |
| Indivisible Partners | History | New | 12,122 | 332 | 0.04% | — | 1489 | +12,122 | New | Q4 2025 | Feb 03, 2026 |
| J2 Capital Management Inc | History | No change | 12,114 | 332 | 0.24% | 0.25% | 1487 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| MIDLAND WEALTH ADVISORS, LLC | History | Reduced | 12,094 | 331 | 0.02% | 0.02% | 1490 | -4,541 | -27.3% | Q4 2025 | Jan 26, 2026 |
| PARTNERS WEALTH MANAGEMENT, LLC | History | Reduced | 12,095 | 331 | 0.35% | 0.44% | 1491 | -4,325 | -26.34% | Q4 2025 | Jan 20, 2026 |
| YANKCOM Partnership | History | Added to | 12,053 | 330 | 0.14% | 0.1% | 1494 | +3,923 | 48.25% | Q4 2025 | Jan 20, 2026 |
| Buck Wealth Strategies, LLC | History | Reduced | 12,056 | 330 | 0.04% | 0.05% | 1493 | -660 | -5.19% | Q4 2025 | Feb 03, 2026 |
| Horizon Investment Services, LLC | History | Added to | 12,063 | 330 | 0.12% | 0.12% | 1492 | +2 | 0.02% | Q4 2025 | Feb 13, 2026 |
| Tandem Investment Partners LLC | History | Reduced | 12,027 | 329 | 0.28% | 0.33% | 1496 | -2,712 | -18.4% | Q4 2025 | Jan 21, 2026 |
| Straight Path Wealth Management | History | Added to | 11,995 | 329 | 0.09% | 0.09% | 1495 | +250 | 2.13% | Q4 2025 | Feb 11, 2026 |
| SkyOak Wealth, LLC | History | Added to | 11,969 | 328 | 0.06% | 0.06% | 1497 | +2 | 0.02% | Q4 2025 | Feb 05, 2026 |
| Valley Financial Group, Inc. | History | Reduced | 11,945 | 327 | 0.18% | 0.51% | 1499 | -20,861 | -63.59% | Q4 2025 | Feb 18, 2026 |
| FAIRFIELD, BUSH & CO. | History | Reduced | 11,928 | 327 | 0.17% | 0.17% | 1498 | -504 | -4.05% | Q4 2025 | Feb 13, 2026 |
| JB Capital LLC | History | Reduced | 11,776 | 323 | 0.01% | 0.01% | 1500 | -850 | -6.73% | Q4 2025 | Jan 20, 2026 |
| FSA Advisors, Inc. | History | Reduced | 11,757 | 322 | 0.22% | 0.32% | 1502 | -3,018 | -20.43% | Q4 2025 | Feb 02, 2026 |
| Cambria Investment Management, L.P. | History | Added to | 11,767 | 322 | 0.02% | 0.02% | 1501 | +1,197 | 11.32% | Q4 2025 | Feb 17, 2026 |
| J.E. Simmons & Co., P.C. | History | New | 11,719 | 321 | 0.21% | — | 1503 | +11,719 | New | Q4 2025 | Feb 13, 2026 |
| Frisch Financial Group, Inc. | History | Added to | 11,701 | 320 | 0.07% | 0.07% | 1504 | +64 | 0.55% | Q4 2025 | Feb 06, 2026 |
| FLAGSTAR ADVISORS INC | History | Reduced | 11,662 | 319 | 0.11% | 0.18% | 1505 | -10,417 | -47.18% | Q4 2025 | Jan 13, 2026 |
| Autumn Glory Partners, LLC | History | New | 11,572 | 317 | 0.11% | — | 1506 | +11,572 | New | Q4 2025 | Jan 27, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | Added to | 11,489 | 315 | 0.13% | 0.13% | 1507 | +573 | 5.25% | Q4 2025 | Jan 30, 2026 |
| Main Street Group, LTD | History | Added to | 11,449 | 314 | 0.11% | 0.09% | 1508 | +85 | 0.75% | Q4 2025 | Jan 26, 2026 |
| Ballast Rock Private Wealth LLC | History | New | 11,440 | 313 | 0.2% | — | 1510 | +11,440 | New | Q4 2025 | Feb 04, 2026 |
| D L CARLSON INVESTMENT GROUP INC | History | No change | 11,425 | 313 | 0.05% | 0.05% | 1509 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Lodestone Wealth Management LLC | History | Added to | 11,391 | 312 | 0.13% | 0.14% | 1511 | +189 | 1.69% | Q4 2025 | Jan 15, 2026 |
| Pacific Sage Partners, LLC | History | Added to | 11,320 | 310 | 0.05% | 0.04% | 1512 | +2,004 | 21.51% | Q4 2025 | Jan 16, 2026 |
| Bulwark Capital Corp | History | Reduced | 11,273 | 309 | 0.22% | 0.3% | 1515 | -2,773 | -19.74% | Q4 2025 | Jan 12, 2026 |
| WESPAC Advisors SoCal, LLC | History | Added to | 11,286 | 309 | 0.06% | 0.05% | 1514 | +2,211 | 24.36% | Q4 2025 | Jan 07, 2026 |
| River Wealth Advisors LLC | History | Added to | 11,266 | 309 | 0.03% | 0.03% | 1513 | +1,151 | 11.38% | Q4 2025 | Feb 13, 2026 |
| VestGen Advisors, LLC | History | Reduced | 11,260 | 308 | 0.01% | 0.04% | 1518 | -28,116 | -71.4% | Q4 2025 | Feb 17, 2026 |
| VICUS CAPITAL | History | Added to | 11,258 | 308 | 0.02% | 0.02% | 1516 | +1,268 | 12.69% | Q4 2025 | Jan 22, 2026 |
| TFB Advisors LLC | History | Reduced | 11,236 | 308 | 0.09% | 0.09% | 1517 | -29 | -0.26% | Q4 2025 | Feb 13, 2026 |
| Heck Capital Advisors, LLC | History | New | 11,195 | 307 | 0.02% | — | 1519 | +11,195 | New | Q4 2025 | Jan 16, 2026 |
| Global Trust Asset Management, LLC | History | Reduced | 11,180 | 306 | 0.12% | 0.15% | 1521 | -1,235 | -9.95% | Q4 2025 | Jan 20, 2026 |
| Castle Rock Wealth Management, LLC | History | Added to | 10,094 | 306 | 0.07% | 0.06% | 1520 | +870 | 9.43% | Q4 2025 | Feb 05, 2026 |
| Heirloom Wealth Management | History | No change | 11,181 | 306 | 0.07% | 0.07% | 1522 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Laraway Financial Advisors Inc | History | Added to | 11,048 | 303 | 0.2% | 0.17% | 1525 | +1,912 | 20.93% | Q4 2025 | Feb 13, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Reduced | 10,797 | 303 | 0.01% | 0.01% | 1524 | -1,587 | -12.81% | Q4 2025 | Jan 26, 2026 |
| SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ | History | No change | 11,070 | 303 | 0.19% | 0.2% | 1523 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Pegasus Asset Management, Inc. | History | Added to | 11,031 | 302 | 0.09% | 0.1% | 1527 | +96 | 0.88% | Q4 2025 | Feb 02, 2026 |
| BCM ADVISORS, LLC | History | No change | 10,373 | 302 | 0.06% | 0.06% | 1526 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Seelaus Asset Management LLC | History | Added to | 11,004 | 301 | 0.24% | 0.23% | 1528 | +284 | 2.65% | Q4 2025 | Feb 04, 2026 |
| Ignite Planners, LLC | History | Added to | 10,076 | 300 | 0.05% | 0.04% | 1529 | +1,256 | 14.24% | Q4 2025 | Feb 06, 2026 |
| Wealth Management Partners, LLC | History | Added to | 10,907 | 299 | 0.09% | 0.09% | 1530 | +725 | 7.12% | Q4 2025 | Jan 12, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 10,923 | 299 | 0.06% | 0.07% | 1531 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| McElhenny Sheffield Capital Management, LLC | History | Added to | 10,875 | 298 | 0.07% | 0.07% | 1532 | +600 | 5.84% | Q4 2025 | Jan 21, 2026 |
| Sightline Wealth Advisors, LLC | History | Reduced | 10,814 | 296 | 0.13% | 0.21% | 1533 | -5,993 | -35.66% | Q4 2025 | Jan 26, 2026 |
| NORTHCAPE WEALTH MANAGEMENT, LLC | History | No change | 10,800 | 296 | 0.08% | 0.09% | 1534 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Grandview Asset Management LLC | History | Reduced | 10,777 | 295 | 0.08% | 0.09% | 1535 | -1,020 | -8.65% | Q4 2025 | Jan 26, 2026 |
| Peak Retirement Planning, Inc. | History | Reduced | 10,754 | 294 | 0.07% | 0.11% | 1538 | -3,794 | -26.08% | Q4 2025 | Feb 10, 2026 |
| apricus wealth, LLC | History | Reduced | 10,737 | 294 | 0.15% | 0.2% | 1537 | -2,813 | -20.76% | Q4 2025 | Jan 15, 2026 |
| Leeward Financial Partners, LLC | History | Reduced | 10,741 | 294 | 0.08% | 0.09% | 1536 | -909 | -7.8% | Q4 2025 | Feb 09, 2026 |
| Delta Investment Management, LLC | History | Added to | 10,718 | 293 | 0.05% | 0.05% | 1539 | +1,097 | 11.4% | Q4 2025 | Jan 30, 2026 |
| ROWLANDMILLER & PARTNERS.ADV | History | New | 10,663 | 292 | 0.06% | — | 1540 | +10,663 | New | Q4 2025 | Feb 12, 2026 |
| Tanglewood Wealth Management, Inc. | History | No change | 10,677 | 292 | 0.03% | 0.03% | 1541 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Procyon Advisors, LLC | History | Reduced | 10,588 | 290 | 0.01% | 0.02% | 1542 | -2,177 | -17.05% | Q4 2025 | Jan 07, 2026 |
| Blue Sky Capital Consultants Group, Inc. | History | Reduced | 10,546 | 289 | 0.13% | 0.13% | 1544 | -801 | -7.06% | Q4 2025 | Jan 23, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | No change | 10,545 | 289 | 0.1% | 0.1% | 1543 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Kingdom Financial Group LLC. | History | New | 10,532 | 288 | 0.09% | — | 1546 | +10,532 | New | Q4 2025 | Feb 06, 2026 |
| Blake Schutter Theil Wealth Advisors, LLC | History | New | 10,518 | 288 | 0.24% | — | 1547 | +10,518 | New | Q4 2025 | Feb 02, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 10,500 | 288 | 0.02% | 0.02% | 1545 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Lansing Street Advisors | History | Added to | 10,478 | 287 | 0.07% | 0.06% | 1549 | +1,836 | 21.25% | Q4 2025 | Jan 26, 2026 |
| UNIVEST FINANCIAL Corp | History | Added to | 10,493 | 287 | 0.02% | 0.02% | 1548 | +2 | 0.02% | Q4 2025 | Feb 04, 2026 |
| Investment Planning Advisors, Inc. | History | Added to | 10,456 | 286 | 0.08% | 0.09% | 1550 | +100 | 0.97% | Q4 2025 | Jan 20, 2026 |
| FF Advisors,LLC | History | Added to | 10,408 | 285 | 0.13% | 0.1% | 1551 | +2,476 | 31.22% | Q4 2025 | Feb 13, 2026 |
| Jackson Hole Capital Partners, LLC | History | No change | 10,362 | 284 | 0.05% | 0.05% | 1552 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Blue Trust, Inc. | History | Reduced | 10,345 | 283 | 0.0% | 0.0% | 1553 | -1,157 | -10.06% | Q4 2025 | Jan 16, 2026 |
| Cascade Wealth Advisors, Inc | History | No change | 9,660 | 283 | 0.13% | 0.13% | 1554 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Strategic Financial Partners, Ltd. | History | Added to | 10,283 | 282 | 0.12% | 0.13% | 1556 | +102 | 1.0% | Q4 2025 | Feb 11, 2026 |
| FOSTER & MOTLEY INC | History | Added to | 10,282 | 282 | 0.02% | 0.02% | 1555 | +17 | 0.17% | Q4 2025 | Jan 15, 2026 |
| Strategic Advisors LLC | History | Added to | 10,245 | 281 | 0.04% | 0.04% | 1557 | +686 | 7.18% | Q4 2025 | Feb 10, 2026 |
| Raub Brock Capital Management LP | History | Added to | 10,214 | 280 | 0.06% | 0.06% | 1558 | +101 | 1.0% | Q4 2025 | Jan 15, 2026 |
| Davis Wealth Advisors, LLC | History | New | 10,196 | 279 | 0.23% | — | 1560 | +10,196 | New | Q4 2025 | Feb 17, 2026 |
| Samalin Investment Counsel, LLC | History | Added to | 10,198 | 279 | 0.1% | 0.09% | 1559 | +99 | 0.98% | Q4 2025 | Jan 30, 2026 |
| Financial Synergies Wealth Advisors, Inc. | History | Added to | 10,138 | 278 | 0.03% | 0.03% | 1561 | +73 | 0.73% | Q4 2025 | Feb 06, 2026 |
| Centerpoint Advisory Group | History | No change | 10,158 | 278 | 0.21% | 0.22% | 1562 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Fortune Financial Group, Inc. | History | New | 9,059 | 277 | 0.27% | — | 1563 | +9,059 | New | Q4 2025 | Feb 11, 2026 |
| SHEPHERD KAPLAN KROCHUK, LLC | History | Reduced | 10,097 | 276 | 0.23% | 2.3% | 1564 | -92,666 | -90.17% | Q4 2025 | Feb 13, 2026 |
| SCHOLTZ & COMPANY, LLC | History | New | 10,087 | 276 | 0.12% | — | 1565 | +10,087 | New | Q4 2025 | Feb 11, 2026 |
| Investmark Advisory Group LLC | History | Reduced | 10,036 | 275 | 0.12% | 0.21% | 1566 | -7,335 | -42.23% | Q4 2025 | Jan 28, 2026 |
| Legacy Financial Group LLC | History | No change | 8,808 | 273 | 0.03% | 0.03% | 1567 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| WOLFF WIESE MAGANA LLC | History | Reduced | 9,903 | 271 | 0.15% | 0.16% | 1569 | -140 | -1.39% | Q4 2025 | Jan 14, 2026 |
| WOODWARD DIVERSIFIED CAPITAL, LLC | History | Reduced | 9,913 | 271 | 0.12% | 0.13% | 1570 | -59 | -0.59% | Q4 2025 | Jan 14, 2026 |
| Heritage Trust Co | History | No change | 9,916 | 271 | 0.03% | 0.03% | 1568 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| MeadowBrook Investment Advisors LLC | History | Added to | 9,857 | 270 | 0.23% | 0.17% | 1572 | +2,450 | 33.08% | Q4 2025 | Jan 14, 2026 |
| Global Assets Advisory, LLC | History | Reduced | 9,864 | 270 | 0.08% | 0.1% | 1574 | -2,261 | -18.65% | Q4 2025 | Feb 09, 2026 |
| Empire Financial Management Company, LLC | History | Reduced | 9,874 | 270 | 0.06% | 0.06% | 1576 | -475 | -4.59% | Q4 2025 | Feb 12, 2026 |
| Clarendon Private LLC | History | Added to | 9,877 | 270 | 0.23% | 0.24% | 1575 | +76 | 0.78% | Q4 2025 | Feb 05, 2026 |
| MARCO INVESTMENT MANAGEMENT LLC | History | No change | 9,848 | 270 | 0.02% | 0.02% | 1571 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| R. W. Roge & Company, Inc. | History | No change | 9,852 | 270 | 0.13% | 0.14% | 1573 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Daviman Financial, LLC | History | New | 9,775 | 268 | 0.16% | — | 1578 | +9,775 | New | Q4 2025 | Feb 06, 2026 |
| Pacific Center for Financial Services | History | No change | 9,832 | 268 | 0.07% | 0.07% | 1577 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Fiduciary Group, LLC | History | New | 9,716 | 266 | 0.02% | — | 1579 | +9,716 | New | Q4 2025 | Feb 12, 2026 |
| Western Reserve Capital Management, LLC | History | New | 9,696 | 265 | 0.25% | — | 1582 | +9,696 | New | Q4 2025 | Feb 10, 2026 |
| Briggs Wealth Management, Inc | History | New | 9,690 | 265 | 0.28% | — | 1581 | +9,690 | New | Q4 2025 | Feb 19, 2026 |
| Frederick Financial Consultants, LLC | History | Added to | 9,685 | 265 | 0.15% | 0.15% | 1580 | +15 | 0.16% | Q4 2025 | Feb 10, 2026 |
| EagleClaw Capital Managment, LLC | History | Added to | 9,635 | 264 | 0.04% | 0.04% | 1583 | +135 | 1.42% | Q4 2025 | Feb 10, 2026 |
| Trinity Legacy Partners, LLC | History | Added to | 9,655 | 264 | 0.06% | 0.06% | 1584 | +100 | 1.05% | Q4 2025 | Jan 26, 2026 |
| Johnson Bixby & Associates, LLC | History | No change | 9,642 | 264 | 0.03% | 0.03% | 1585 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| UMB Bank, n.a. | History | Reduced | 9,605 | 263 | 0.0% | 0.0% | 1586 | -1,296 | -11.89% | Q4 2025 | Feb 13, 2026 |
| Virtue Capital Management, LLC | History | Reduced | 9,464 | 262 | 0.04% | 0.56% | 1588 | -120,548 | -92.72% | Q4 2025 | Feb 18, 2026 |
| Busey Bank | History | Added to | 9,552 | 262 | 0.01% | 0.01% | 1587 | +1,707 | 21.76% | Q4 2025 | Jan 27, 2026 |
| Broadleaf Partners, LLC | History | Reduced | 9,536 | 261 | 0.06% | 1.04% | 1589 | -173,295 | -94.78% | Q4 2025 | Feb 13, 2026 |
| FULTON BREAKEFIELD BROENNIMAN LLC | History | New | 9,502 | 260 | 0.02% | — | 1591 | +9,502 | New | Q4 2025 | Jan 21, 2026 |
| MERITAGE PORTFOLIO MANAGEMENT | History | New | 9,498 | 260 | 0.02% | — | 1590 | +9,498 | New | Q4 2025 | Jan 27, 2026 |
| Oakworth Capital, Inc. | History | No change | 9,482 | 260 | 0.01% | 0.01% | 1592 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| ST GERMAIN D J CO INC | History | Reduced | 9,449 | 259 | 0.01% | 0.01% | 1593 | -3,501 | -27.03% | Q4 2025 | Jan 29, 2026 |
| LOWERY THOMAS, LLC | History | Added to | 9,452 | 259 | 0.15% | 0.14% | 1594 | +492 | 5.49% | Q4 2025 | Jan 26, 2026 |
| Clark Capital Management Group, Inc. | History | New | 9,422 | 258 | 0.0% | — | 1595 | +9,422 | New | Q4 2025 | Feb 17, 2026 |
| Alteri Wealth LLC | History | Added to | 9,418 | 258 | 0.08% | 0.09% | 1596 | +277 | 3.03% | Q4 2025 | Feb 11, 2026 |
| Arta Finance Wealth Management LLC | History | New | 9,359 | 256 | 0.13% | — | 1598 | +9,359 | New | Q4 2025 | Jan 20, 2026 |
| D'Orazio & Associates, Inc. | History | Added to | 9,360 | 256 | 0.03% | 0.03% | 1597 | +1,674 | 21.78% | Q4 2025 | Feb 04, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 9,301 | 255 | 0.0% | 0.0% | 1599 | +1,546 | 19.94% | Q4 2025 | Jan 23, 2026 |
| Nautilus Advisors LLC | History | Reduced | 9,308 | 255 | 0.17% | 0.17% | 1600 | -72 | -0.77% | Q4 2025 | Jan 22, 2026 |
| BDFS Capital LLC | History | New | 9,259 | 253 | 0.13% | — | 1603 | +9,259 | New | Q4 2025 | Feb 26, 2026 |
| Sankala Group LLC | History | New | 7,987 | 253 | 0.2% | — | 1604 | +7,987 | New | Q4 2025 | Mar 02, 2026 |
| CX Institutional | History | Added to | 9,208 | 253 | 0.01% | 0.01% | 1601 | +1,135 | 14.06% | Q4 2025 | Feb 02, 2026 |
| HARMONY ASSET MANAGEMENT LLC | History | No change | 9,231 | 253 | 0.08% | 0.09% | 1602 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Fortis Group Advisors, LLC | History | New | 8,473 | 252 | 0.04% | — | 1605 | +8,473 | New | Q4 2025 | Feb 06, 2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | History | Reduced | 9,006 | 252 | 0.02% | 0.03% | 1606 | -365 | -3.89% | Q4 2025 | Jan 22, 2026 |
| MidFirst Bank | History | New | 9,139 | 250 | 0.02% | — | 1607 | +9,139 | New | Q4 2025 | Feb 25, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 9,100 | 249 | 0.0% | 0.0% | 1608 | -1,649 | -15.34% | Q4 2025 | Jan 27, 2026 |
| Faithward Advisors, LLC | History | Reduced | 9,054 | 248 | 0.04% | 0.07% | 1609 | -8,165 | -47.42% | Q4 2025 | Feb 17, 2026 |
| Thrive Capital Management, LLC | History | Reduced | 9,043 | 248 | 0.06% | 0.07% | 1610 | -311 | -3.32% | Q4 2025 | Feb 09, 2026 |
| Klingman & Associates, LLC | History | Reduced | 9,002 | 246 | 0.01% | 0.01% | 1612 | -612 | -6.37% | Q4 2025 | Jan 29, 2026 |
| TCI Wealth Advisors, Inc. | History | Reduced | 8,997 | 246 | 0.01% | 0.01% | 1611 | -127 | -1.39% | Q4 2025 | Feb 02, 2026 |
| Trivium Point Advisory, LLC | History | Added to | 8,981 | 246 | 0.02% | 0.02% | 1614 | +32 | 0.36% | Q4 2025 | Jan 26, 2026 |
| Well Done, LLC | History | No change | 9,000 | 246 | 0.04% | 0.04% | 1613 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Fi3 FINANCIAL ADVISORS, LLC | History | No change | 8,970 | 246 | 0.08% | 0.08% | 1615 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Avos Capital Management, LLC | History | No change | 9,000 | 246 | 0.11% | 0.11% | 1616 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| PUREfi Wealth, LLC | History | No change | 9,000 | 246 | 0.19% | 0.19% | 1617 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Ballentine Partners, LLC | History | Reduced | 8,962 | 245 | 0.0% | 0.0% | 1618 | -1,121 | -11.12% | Q4 2025 | Feb 03, 2026 |
| MBL Wealth, LLC | History | Added to | 8,912 | 244 | 0.02% | 0.02% | 1620 | +32 | 0.36% | Q4 2025 | Jan 21, 2026 |
| Provident Wealth Management, LLC | History | No change | 8,907 | 244 | 0.07% | 0.07% | 1619 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Hamrick Investment Counsel, llc | History | New | 8,893 | 243 | 0.18% | — | 1623 | +8,893 | New | Q4 2025 | Mar 31, 2026 |
| Serenus Wealth Advisors, LLC | History | Reduced | 8,883 | 243 | 0.05% | 0.06% | 1622 | -3,900 | -30.51% | Q4 2025 | Jan 28, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | Added to | 8,880 | 243 | 0.03% | 0.02% | 1621 | +1,179 | 15.31% | Q4 2025 | Jan 20, 2026 |
| Clifford Group, LLC | History | Reduced | 8,838 | 242 | 0.19% | 0.21% | 1628 | -1,159 | -11.59% | Q4 2025 | Feb 13, 2026 |
| TRUST CO OF VERMONT | History | Reduced | 8,825 | 242 | 0.01% | 0.01% | 1625 | -312 | -3.41% | Q4 2025 | Jan 16, 2026 |
| TOWNSQUARE CAPITAL LLC | History | Added to | 8,830 | 242 | 0.05% | 0.04% | 1626 | +9 | 0.1% | Q4 2025 | Feb 11, 2026 |
| EVOKE WEALTH, LLC | History | Added to | 8,831 | 242 | 0.0% | 0.0% | 1627 | +1 | 0.01% | Q4 2025 | Feb 06, 2026 |
| ROBERTS GLORE & CO INC /IL/ | History | No change | 8,835 | 242 | 0.06% | 0.07% | 1624 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| HCR Wealth Advisors | History | Added to | 8,812 | 241 | 0.02% | 0.02% | 1629 | +60 | 0.69% | Q4 2025 | Jan 27, 2026 |
| Peachtree Investment Partners, LLC | History | Reduced | 8,773 | 240 | 0.08% | 0.1% | 1631 | -1,376 | -13.56% | Q4 2025 | Feb 11, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | Added to | 8,751 | 240 | 0.09% | 0.09% | 1630 | +278 | 3.28% | Q4 2025 | Feb 13, 2026 |
| WEST PACES ADVISORS INC. | History | Added to | 8,728 | 239 | 0.05% | 0.04% | 1633 | +751 | 9.41% | Q4 2025 | Jan 21, 2026 |
| JAMISON PRIVATE WEALTH MANAGEMENT, INC. | History | Reduced | 8,724 | 239 | 0.03% | 0.03% | 1634 | -222 | -2.48% | Q4 2025 | Jan 15, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 8,735 | 239 | 0.06% | 0.06% | 1632 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 8,713 | 238 | 0.0% | 0.01% | 1636 | -326,821 | -97.4% | Q4 2025 | Feb 17, 2026 |
| Emprise Bank | History | New | 8,680 | 238 | 0.1% | — | 1638 | +8,680 | New | Q4 2025 | Jan 28, 2026 |
| Quadrant Private Wealth Management, LLC | History | Added to | 8,680 | 238 | 0.04% | 0.04% | 1635 | +692 | 8.66% | Q4 2025 | Jan 26, 2026 |
| Clientfirst Wealth Management, LLC | History | No change | 8,700 | 238 | 0.19% | 0.19% | 1637 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| HMV Wealth Advisors, LLC | History | No change | 8,677 | 238 | 0.12% | 0.13% | 1639 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Harfst & Associates, Inc. | History | New | 8,629 | 236 | 0.04% | — | 1640 | +8,629 | New | Q4 2025 | Feb 10, 2026 |
| Copley Financial Group, Inc. | History | Reduced | 8,608 | 236 | 0.15% | 0.19% | 1642 | -1,676 | -16.3% | Q4 2025 | Feb 17, 2026 |
| Innovative Wealth Building LLC | History | Reduced | 8,623 | 236 | 0.17% | 0.19% | 1643 | -451 | -4.97% | Q4 2025 | Feb 17, 2026 |
| Coston, McIsaac & Partners | History | Added to | 8,654 | 236 | 0.05% | 0.06% | 1641 | +92 | 1.07% | Q4 2025 | Feb 03, 2026 |
| BIRCH FINANCIAL GROUP, LLC | History | Added to | 8,608 | 236 | 0.13% | 0.14% | 1644 | +89 | 1.04% | Q4 2025 | Jan 15, 2026 |
| Proficio Capital Partners LLC | History | Reduced | 8,577 | 235 | 0.02% | 0.03% | 1646 | -5,430 | -38.77% | Q4 2025 | Feb 12, 2026 |
| GAMMA Investing LLC | History | Added to | 8,587 | 235 | 0.01% | 0.01% | 1647 | +1,956 | 29.5% | Q4 2025 | Jan 05, 2026 |
| L. Roy Papp & Associates, LLP | History | No change | 8,595 | 235 | 0.03% | 0.03% | 1645 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Argos Wealth Advisors, LLC | History | New | 8,535 | 234 | 0.06% | — | 1650 | +8,535 | New | Q4 2025 | Feb 04, 2026 |
| Archer Investment Corp | History | Added to | 8,534 | 234 | 0.05% | 0.05% | 1649 | +404 | 4.97% | Q4 2025 | Jan 30, 2026 |
| HARBOR ADVISORY CORP /MA/ | History | No change | 8,550 | 234 | 0.07% | 0.07% | 1648 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Birch Hill Investment Advisors LLC | History | New | 8,500 | 233 | 0.01% | — | 1651 | +8,500 | New | Q4 2025 | Jan 27, 2026 |
| Cornell Pochily Investment Advisors, Inc. | History | Reduced | 8,473 | 232 | 0.07% | 0.18% | 1652 | -13,592 | -61.6% | Q4 2025 | Jan 20, 2026 |
| LOM Asset Management Ltd | History | Reduced | 8,470 | 232 | 0.07% | 0.07% | 1654 | -170 | -1.97% | Q4 2025 | Jan 23, 2026 |
| Crews Bank & Trust | History | No change | 8,460 | 232 | 0.03% | 0.03% | 1653 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| XXI WEALTH, LLC | History | New | 8,399 | 230 | 0.14% | — | 1655 | +8,399 | New | Q4 2025 | Feb 12, 2026 |
| Smart Money Group LLC | History | Reduced | 8,372 | 229 | 0.07% | 0.08% | 1656 | -1,208 | -12.61% | Q4 2025 | Jan 30, 2026 |
| Wealth Alliance Advisory Group, LLC | History | No change | 8,364 | 229 | 0.04% | 0.04% | 1657 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| WoodTrust Financial Corp | History | New | 8,294 | 228 | 0.03% | — | 1659 | +8,294 | New | Q4 2025 | Jan 30, 2026 |
| HERITAGE INVESTORS MANAGEMENT CORP | History | No change | 8,318 | 228 | 0.01% | 0.01% | 1658 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Syntegra Private Wealth Group, LLC | History | No change | 8,317 | 228 | 0.02% | 0.02% | 1660 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| McIlrath & Eck, LLC | History | Reduced | 8,234 | 225 | 0.02% | 0.04% | 1661 | -4,684 | -36.26% | Q4 2025 | Feb 03, 2026 |
| Ballast Financial Advisors LLC | History | New | 8,159 | 223 | 0.23% | — | 1663 | +8,159 | New | Q4 2025 | Feb 17, 2026 |
| WealthCollab, LLC | History | Added to | 8,157 | 223 | 0.09% | 0.1% | 1662 | +11 | 0.14% | Q4 2025 | Jan 27, 2026 |
| Forum Private Client Group LLC | History | Reduced | 8,107 | 222 | 0.08% | 0.12% | 1664 | -4,154 | -33.88% | Q4 2025 | Feb 06, 2026 |
| MANCHESTER FINANCIAL INC | History | Reduced | 8,090 | 221 | 0.04% | 0.05% | 1665 | -250 | -3.0% | Q4 2025 | Feb 12, 2026 |
| Triangle Securities Wealth Management | History | Reduced | 8,093 | 221 | 0.05% | 0.05% | 1667 | -235 | -2.82% | Q4 2025 | Jan 13, 2026 |
| Lewis Asset Management, LLC | History | Reduced | 8,077 | 221 | 0.09% | 0.09% | 1668 | -3 | -0.04% | Q4 2025 | Jan 15, 2026 |
| WHITTIER TRUST CO | History | No change | 7,896 | 221 | 0.0% | 0.0% | 1666 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Finer Wealth Management, Inc. | History | Reduced | 8,045 | 220 | 0.11% | 0.13% | 1670 | -1,796 | -18.25% | Q4 2025 | Jan 21, 2026 |
| Granite Bay Wealth Management, LLC | History | Added to | 8,043 | 220 | 0.05% | 0.06% | 1669 | +8 | 0.1% | Q4 2025 | Feb 05, 2026 |
| Dorsey & Whitney Trust CO LLC | History | New | 8,000 | 219 | 0.01% | — | 1671 | +8,000 | New | Q4 2025 | Feb 11, 2026 |
| Midwest Capital Advisors, LLC | History | Added to | 8,014 | 219 | 0.1% | 0.1% | 1672 | +80 | 1.01% | Q4 2025 | Jan 29, 2026 |
| TOTAL INVESTMENT MANAGEMENT INC | History | New | 7,983 | 218 | 0.03% | — | 1673 | +7,983 | New | Q4 2025 | Feb 03, 2026 |
| BSW Wealth Partners | History | Reduced | 7,978 | 218 | 0.03% | 0.03% | 1674 | -86 | -1.07% | Q4 2025 | Jan 23, 2026 |
| Heritage Financial Services, LLC | History | Reduced | 7,938 | 217 | 0.02% | 0.02% | 1675 | -1,569 | -16.5% | Q4 2025 | Feb 02, 2026 |
| SILVER OAK WEALTH ADVISORS SERVICES, LLC | History | No change | 7,937 | 217 | 0.14% | 0.14% | 1676 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| GRANVILLE CAPITAL, INC. | History | New | 7,881 | 216 | 0.11% | — | 1677 | +7,881 | New | Q4 2025 | Feb 13, 2026 |
| Wagner Wealth Management, LLC | History | Added to | 7,897 | 216 | 0.05% | 0.05% | 1678 | +79 | 1.01% | Q4 2025 | Jan 30, 2026 |
| Outlook Wealth Advisors, LLC | History | No change | 7,890 | 216 | 0.05% | 0.05% | 1679 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Cadent Capital Advisors, LLC | History | New | 7,847 | 215 | 0.06% | — | 1680 | +7,847 | New | Q4 2025 | Jan 13, 2026 |
| Harbor Group, Inc. | History | Reduced | 7,848 | 215 | 0.03% | 0.04% | 1681 | -562 | -6.68% | Q4 2025 | Jan 12, 2026 |
| Drake & Associates, LLC | History | New | 7,812 | 214 | 0.04% | — | 1684 | +7,812 | New | Q4 2025 | Feb 23, 2026 |
| Peak Financial Management, Inc. | History | New | 7,802 | 214 | 0.06% | — | 1683 | +7,802 | New | Q4 2025 | Jan 23, 2026 |
| Quotient Wealth Partners, LLC | History | Reduced | 7,831 | 214 | 0.01% | 0.01% | 1685 | -1,606 | -17.02% | Q4 2025 | Jan 22, 2026 |
| Roble, Belko & Company, Inc | History | Added to | 7,791 | 214 | 0.03% | 0.03% | 1682 | +65 | 0.84% | Q4 2025 | Jan 12, 2026 |
| Wilian Securities, LLC | History | New | 7,789 | 213 | 0.23% | — | 1687 | +7,789 | New | Q4 2025 | Feb 06, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | Added to | 7,792 | 213 | 0.06% | 0.06% | 1686 | +18 | 0.23% | Q4 2025 | Jan 23, 2026 |
| KIRTLAND HILLS CAPITAL MANAGEMENT, LLC | History | New | 7,750 | 212 | 0.07% | — | 1688 | +7,750 | New | Q4 2025 | Feb 13, 2026 |
| STAR Financial Bank | History | New | 7,716 | 211 | 0.11% | — | 1689 | +7,716 | New | Q4 2025 | Feb 13, 2026 |
| First Financial Bank - Trust Division | History | New | 7,628 | 209 | 0.02% | — | 1690 | +7,628 | New | Q4 2025 | Jan 02, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Reduced | 7,618 | 208 | 0.03% | 0.03% | 1694 | -331 | -4.16% | Q4 2025 | Jan 12, 2026 |
| Aberdeen Wealth Management LLC | History | Added to | 7,616 | 208 | 0.1% | 0.13% | 1692 | +79 | 1.05% | Q4 2025 | Feb 12, 2026 |
| Synergy Financial Group, LTD | History | Reduced | 7,604 | 208 | 0.15% | 0.14% | 1693 | -29 | -0.38% | Q4 2025 | Feb 17, 2026 |
| Palisades Hudson Asset Management, L.P. | History | No change | 7,599 | 208 | 0.08% | 0.08% | 1691 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| GEM Asset Management, LLC | History | New | 7,435 | 207 | 0.09% | — | 1696 | +7,435 | New | Q4 2025 | Jan 09, 2026 |
| Arvest Bank Trust Division | History | Added to | 7,580 | 207 | 0.01% | 0.01% | 1695 | +21 | 0.28% | Q4 2025 | Feb 09, 2026 |
| LAZARI CAPITAL MANAGEMENT, INC. | History | No change | 7,542 | 206 | 0.07% | 0.07% | 1697 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Approach Retirement Advisors, LLC | History | New | 7,500 | 205 | 0.18% | — | 1700 | +7,500 | New | Q4 2025 | Jan 29, 2026 |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | History | Added to | 7,498 | 205 | 0.11% | 0.11% | 1698 | +6 | 0.08% | Q4 2025 | Jan 28, 2026 |
| S.E.E.D. Planning Group LLC | History | No change | 7,500 | 205 | 0.06% | 0.06% | 1699 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| ROBINSON SMITH WEALTH ADVISORS LLC | History | Reduced | 7,437 | 204 | 0.14% | 0.15% | 1702 | -169 | -2.22% | Q4 2025 | Feb 09, 2026 |
| Canopy Partners, LLC | History | Added to | 7,462 | 204 | 0.07% | 0.07% | 1701 | +19 | 0.26% | Q4 2025 | Feb 12, 2026 |
| Westside Investment Management, Inc. | History | Added to | 7,371 | 203 | 0.03% | 0.03% | 1703 | +167 | 2.32% | Q4 2025 | Jan 23, 2026 |
| NORDEN GROUP LLC | History | Added to | 7,434 | 203 | 0.02% | 0.02% | 1704 | +14 | 0.19% | Q4 2025 | Jan 13, 2026 |
| CONTINENTAL INVESTORS SERVICES, INC. | History | New | 6,775 | 202 | 0.26% | — | 1705 | +6,775 | New | Q4 2025 | Feb 23, 2026 |
| OPAL CAPITAL LLC | History | New | 6,461 | 202 | 0.05% | — | 1707 | +6,461 | New | Q4 2025 | Feb 17, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | Reduced | 7,367 | 202 | 0.08% | 0.11% | 1706 | -2,891 | -28.18% | Q4 2025 | Jan 08, 2026 |
| Flavin Financial Services, Inc. | History | New | 7,345 | 201 | 0.14% | — | 1708 | +7,345 | New | Q4 2025 | Feb 05, 2026 |
| Quartz Partners, LLC | History | New | 7,325 | 200 | 0.07% | — | 1710 | +7,325 | New | Q4 2025 | Feb 13, 2026 |
| PEOPLES BANK /OH | History | New | 7,301 | 200 | 0.12% | — | 1709 | +7,301 | New | Q4 2025 | Jan 29, 2026 |
| HighMark Wealth Management LLC | History | Added to | 7,274 | 199 | 0.08% | 0.09% | 1711 | +72 | 1.0% | Q4 2025 | Feb 05, 2026 |
| OBSIDIAN CIO, LLC | History | Reduced | 7,071 | 193 | 0.29% | 0.04% | 1713 | -4,351 | -38.09% | Q4 2025 | Feb 18, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 7,039 | 193 | 0.0% | 0.0% | 1712 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Accordant Advisory Group Inc | History | Reduced | 7,005 | 192 | 0.13% | 2.01% | 1714 | -101,370 | -93.54% | Q4 2025 | Jan 22, 2026 |
| Litman Gregory Wealth Management LLC | History | Reduced | 6,976 | 191 | 0.01% | 0.02% | 1715 | -3,312 | -32.19% | Q4 2025 | Feb 12, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 6,981 | 191 | 0.0% | 0.0% | 1717 | +1,123 | 19.17% | Q4 2025 | Feb 12, 2026 |
| Activest Wealth Management | History | No change | 6,974 | 191 | 0.04% | 0.04% | 1716 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| IFC & Insurance Marketing, Inc. | History | New | 6,892 | 189 | 0.19% | — | 1719 | +6,892 | New | Q4 2025 | Feb 12, 2026 |
| HM PAYSON & CO | History | Reduced | 6,901 | 189 | 0.0% | 0.0% | 1718 | -963 | -12.25% | Q4 2025 | Feb 12, 2026 |
| Dunhill Financial, LLC | History | Added to | 6,846 | 187 | 0.05% | 0.02% | 1720 | +4,399 | 179.77% | Q4 2025 | Jan 29, 2026 |
| Hendershot Investments Inc. | History | No change | 6,749 | 185 | 0.02% | 0.02% | 1721 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | Added to | 6,581 | 180 | 0.06% | 0.06% | 1722 | +254 | 4.01% | Q4 2025 | Jan 20, 2026 |
| Abound Wealth Management | History | Reduced | 6,217 | 170 | 0.04% | 0.06% | 1723 | -2,764 | -30.78% | Q4 2025 | Jan 12, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 6,179 | 169 | 0.01% | 0.11% | 1724 | -55,685 | -90.01% | Q4 2025 | Feb 06, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 5,961 | 163 | 0.01% | 0.01% | 1725 | +1,468 | 32.67% | Q4 2025 | Jan 14, 2026 |
| DecisionPoint Financial, LLC | History | No change | 5,858 | 160 | 0.04% | 0.04% | 1726 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Empirical Asset Management, LLC | History | Reduced | 28,394 | 156 | 0.04% | 0.05% | 1727 | -1,554 | -5.19% | Q4 2025 | Feb 06, 2026 |
| United Community Bank | History | Added to | 5,663 | 155 | 0.06% | 0.05% | 1729 | +113 | 2.04% | Q4 2025 | Jan 30, 2026 |
| West Financial Advisors, LLC | History | No change | 5,651 | 155 | 0.03% | 0.03% | 1728 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| BAYBAN | History | New | 5,385 | 147 | 0.13% | — | 1730 | +5,385 | New | Q4 2025 | Mar 05, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | New | 5,315 | 145 | 0.05% | — | 1731 | +5,315 | New | Q4 2025 | Jan 20, 2026 |
| Rice Partnership, LLC | History | Reduced | 5,160 | 141 | 0.02% | 0.06% | 1732 | -10,329 | -66.69% | Q4 2025 | Feb 10, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 5,105 | 140 | 0.0% | 0.0% | 1733 | +213 | 4.35% | Q4 2025 | Feb 09, 2026 |
| CDKV HOLDINGS LLC | History | New | 5,100 | 139 | 0.12% | — | 1734 | +5,100 | New | Q4 2025 | Feb 17, 2026 |
| Grey Ledge Advisors, LLC | History | Added to | 5,007 | 137 | 0.03% | 0.03% | 1735 | +286 | 6.06% | Q4 2025 | Feb 05, 2026 |
| Meramec Financial Planners, LLC | History | New | 4,308 | 135 | 0.05% | — | 1736 | +4,308 | New | Q4 2025 | Feb 10, 2026 |
| Westfuller Advisors, LLC | History | Added to | 4,799 | 131 | 0.05% | 0.06% | 1737 | +48 | 1.01% | Q4 2025 | Jan 21, 2026 |
| Cheviot Value Management, LLC | History | Added to | 4,446 | 130 | 0.01% | 0.01% | 1738 | +12 | 0.27% | Q4 2025 | Feb 03, 2026 |
| Tradewinds Capital Management, LLC | History | Added to | 4,708 | 129 | 0.03% | 0.0% | 1739 | +3,879 | 467.91% | Q4 2025 | Jan 14, 2026 |
| Northwest Capital Management Inc | History | Reduced | 4,470 | 122 | 0.53% | 3.26% | 1740 | -109,072 | -96.06% | Q4 2025 | Jan 26, 2026 |
| Rossby Financial, LCC | History | No change | 4,449 | 122 | 0.04% | 0.04% | 1741 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| First Pacific Financial | History | Added to | 4,298 | 117 | 0.02% | 0.02% | 1742 | +42 | 0.99% | Q4 2025 | Jan 16, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 4,246 | 116 | 0.0% | 0.0% | 1743 | -1,770 | -29.42% | Q4 2025 | Feb 11, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | Added to | 4,124 | 113 | 0.03% | 0.03% | 1744 | +557 | 15.62% | Q4 2025 | Feb 05, 2026 |
| Acumen Wealth Advisors, LLC | History | New | 4,091 | 112 | 0.03% | — | 1745 | +4,091 | New | Q4 2025 | Feb 13, 2026 |
| Copia Wealth Management | History | No change | 4,030 | 110 | 0.08% | 0.08% | 1746 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 3,968 | 108 | 0.04% | — | 1747 | +3,968 | New | Q4 2025 | Feb 06, 2026 |
| Indiana Trust & Investment Management Co | History | No change | 3,816 | 104 | 0.03% | 0.03% | 1748 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | New | 3,758 | 103 | 0.07% | — | 1749 | +3,758 | New | Q4 2025 | Feb 19, 2026 |
| Prestige Wealth Management Group LLC | History | Reduced | 3,732 | 102 | 0.02% | 0.02% | 1750 | -100 | -2.61% | Q4 2025 | Feb 11, 2026 |
| Palouse Capital Management, Inc. | History | Added to | 3,673 | 100 | 0.06% | 0.06% | 1751 | +58 | 1.6% | Q4 2025 | Jan 23, 2026 |
| Navigoe, LLC | History | No change | 3,663 | 100 | 0.06% | 0.06% | 1752 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Integrity Financial Corp /WA | History | Reduced | 3,625 | 99 | 0.05% | 0.22% | 1753 | -12,939 | -78.12% | Q4 2025 | Feb 13, 2026 |
| BALLAST ADVISORS LLC | History | No change | 3,561 | 97 | 0.03% | 0.03% | 1754 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | New | 3,400 | 93 | 0.01% | — | 1755 | +3,400 | New | Q4 2025 | Feb 17, 2026 |
| Solstein Capital, LLC | History | New | 3,370 | 92 | 0.04% | — | 1756 | +3,370 | New | Q4 2025 | Feb 13, 2026 |
| Red Tortoise LLC | History | Added to | 3,324 | 91 | 0.04% | 0.04% | 1757 | +21 | 0.64% | Q4 2025 | Jan 22, 2026 |
| CURIO WEALTH, LLC | History | No change | 3,240 | 89 | 0.03% | 0.04% | 1758 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Wilmington Savings Fund Society, FSB | History | Reduced | 3,083 | 84 | 0.0% | 0.0% | 1760 | -900 | -22.6% | Q4 2025 | Feb 12, 2026 |
| BARRETT & COMPANY, INC. | History | Added to | 3,087 | 84 | 0.03% | 0.02% | 1759 | +517 | 20.12% | Q4 2025 | Jan 28, 2026 |
| Key Capital Management, INC | History | New | 3,054 | 83 | 0.08% | — | 1761 | +3,054 | New | Q4 2025 | Jan 26, 2026 |
| Wealth Watch Advisors, INC | History | Reduced | 6,016 | 82 | 0.03% | 0.03% | 1765 | -84 | -1.38% | Q4 2025 | Feb 17, 2026 |
| Weaver Capital Management LLC | History | Added to | 3,005 | 82 | 0.02% | 0.02% | 1763 | +30 | 1.01% | Q4 2025 | Jan 22, 2026 |
| MOGY JOEL R INVESTMENT COUNSEL INC | History | No change | 3,000 | 82 | 0.0% | 0.0% | 1762 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Arlington Trust Co LLC | History | No change | 3,000 | 82 | 0.01% | 0.01% | 1764 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| SJS Investment Consulting Inc. | History | Reduced | 2,985 | 81 | 0.01% | 0.01% | 1766 | -279 | -8.55% | Q4 2025 | Jan 21, 2026 |
| Aventura Private Wealth, LLC | History | Reduced | 2,709 | 74 | 0.03% | 0.03% | 1767 | -4 | -0.15% | Q4 2025 | Jan 07, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 2,604 | 71 | 0.0% | 0.0% | 1768 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Center for Financial Planning, Inc. | History | No change | 2,598 | 71 | 0.01% | 0.01% | 1769 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Stone House Investment Management, LLC | History | New | 2,520 | 69 | 0.01% | — | 1770 | +2,520 | New | Q4 2025 | Jan 21, 2026 |
| Safe Harbor Fiduciary, LLC | History | New | 2,481 | 68 | 0.06% | — | 1771 | +2,481 | New | Q4 2025 | Feb 17, 2026 |
| Glassman Wealth Services | History | Reduced | 2,413 | 66 | 0.01% | 0.04% | 1772 | -7,583 | -75.86% | Q4 2025 | Jan 28, 2026 |
| Glen Eagle Advisors, LLC | History | Reduced | 2,435 | 66 | 0.01% | 0.01% | 1774 | -637 | -20.74% | Q4 2025 | Feb 13, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | Reduced | 2,441 | 66 | 0.01% | 0.01% | 1773 | -564 | -18.77% | Q4 2025 | Jan 23, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | Added to | 2,376 | 65 | 0.04% | 0.0% | 1775 | +2,106 | 780.0% | Q4 2025 | Feb 17, 2026 |
| Rialto Wealth Management, LLC | History | No change | 2,340 | 64 | 0.02% | 0.02% | 1776 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | Reduced | 2,250 | 61 | 0.01% | 0.01% | 1777 | -265 | -10.54% | Q4 2025 | Jan 22, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | New | 1,899 | 60 | 0.04% | — | 1778 | +1,899 | New | Q4 2025 | Feb 13, 2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | History | No change | 2,169 | 59 | 0.01% | 0.01% | 1779 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Beacon Financial Strategies CORP | History | New | 2,137 | 58 | 0.03% | — | 1782 | +2,137 | New | Q4 2025 | Jan 12, 2026 |
| Covestor Ltd | History | Added to | 2,099 | 58 | 0.03% | 0.03% | 1781 | +178 | 9.27% | Q4 2025 | Feb 06, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | No change | 2,136 | 58 | 0.0% | 0.0% | 1780 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| FIRST COMMUNITY TRUST NA | History | No change | 2,097 | 57 | 0.04% | 0.04% | 1783 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Pandora Wealth, Inc. | History | No change | 2,100 | 57 | 0.03% | 0.03% | 1784 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Smallwood Wealth Investment Management, LLC | History | Reduced | 2,053 | 56 | 0.03% | 0.04% | 1785 | -635 | -23.62% | Q4 2025 | Jan 23, 2026 |
| Roxbury Financial LLC | History | Added to | 1,991 | 54 | 0.05% | 0.05% | 1786 | +10 | 0.5% | Q4 2025 | Jan 05, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | Reduced | 1,953 | 53 | 0.0% | 0.03% | 1787 | -15,753 | -88.97% | Q4 2025 | Feb 04, 2026 |
| Versant Capital Management, Inc | History | Reduced | 1,930 | 52 | 0.01% | 0.04% | 1789 | -9,954 | -83.76% | Q4 2025 | Jan 08, 2026 |
| VAN DEN BERG MANAGEMENT I, INC | History | No change | 1,899 | 52 | 0.01% | 0.01% | 1788 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Biltmore Family Office, LLC | History | Added to | 1,864 | 51 | 0.01% | 0.0% | 1790 | +890 | 91.38% | Q4 2025 | Feb 04, 2026 |
| Founders Capital Management | History | No change | 1,800 | 49 | 0.03% | 0.03% | 1791 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| CNB Bank | History | No change | 1,803 | 49 | 0.02% | 0.02% | 1792 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Catherine Avery Investment Management LLC | History | No change | 1,806 | 49 | 0.03% | 0.03% | 1793 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| CBIZ Investment Advisory Services, LLC | History | Added to | 1,752 | 48 | 0.0% | 0.0% | 1794 | +1,332 | 317.14% | Q4 2025 | Feb 09, 2026 |
| Disciplined Equity Management, Inc. | History | No change | 1,777 | 48 | 0.02% | 0.03% | 1795 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 1,733 | 47 | 0.04% | — | 1797 | +1,733 | New | Q4 2025 | Feb 10, 2026 |
| Compass Financial Services Inc | History | No change | 1,722 | 47 | 0.02% | 0.02% | 1796 | 0 | 0.0% | Q4 2025 | Feb 27, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 1,671 | 45 | 0.0% | 0.0% | 1798 | +1,027 | 159.47% | Q4 2025 | Feb 11, 2026 |
| Global Wealth Strategies & Associates | History | Added to | 1,656 | 45 | 0.01% | 0.01% | 1799 | +57 | 3.56% | Q4 2025 | Jan 02, 2026 |
| Kennebec Savings Bank | History | No change | 1,665 | 45 | 0.04% | 0.04% | 1800 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Estate Planners Group, LLC | History | New | 1,620 | 44 | 0.02% | — | 1802 | +1,620 | New | Q4 2025 | Apr 07, 2026 |
| Morton Brown Family Wealth, LLC | History | No change | 1,635 | 44 | 0.01% | 0.01% | 1801 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| MASECO LLP | History | New | 1,600 | 43 | 0.0% | — | 1803 | +1,600 | New | Q4 2025 | Jan 22, 2026 |
| Hughes Financial Services, LLC | History | Reduced | 1,505 | 41 | 0.01% | 0.01% | 1806 | -2,005 | -57.12% | Q4 2025 | Feb 11, 2026 |
| Frazier Financial Advisors, LLC | History | Reduced | 1,498 | 41 | 0.02% | 0.03% | 1805 | -179 | -10.67% | Q4 2025 | Feb 09, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | Added to | 1,526 | 41 | 0.02% | 0.02% | 1804 | +48 | 3.25% | Q4 2025 | Feb 18, 2026 |
| Transce3nd, LLC | History | Reduced | 1,370 | 40 | 0.32% | 0.31% | 1809 | -16 | -1.15% | Q4 2025 | Feb 06, 2026 |
| Hanson & Doremus Investment Management | History | No change | 1,475 | 40 | 0.0% | 0.01% | 1807 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Operose Advisors LLC | History | No change | 1,494 | 40 | 0.01% | 0.01% | 1808 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| MTM Investment Management, LLC | History | No change | 1,422 | 39 | 0.01% | 0.01% | 1810 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| INVESTMENT COUNSEL CO OF NEVADA | History | New | 1,368 | 37 | 0.08% | — | 1811 | +1,368 | New | Q4 2025 | Feb 13, 2026 |
| Triumph Capital Management | History | New | 1,301 | 35 | 0.01% | — | 1812 | +1,301 | New | Q4 2025 | Feb 12, 2026 |
| Turning Point Benefit Group, Inc. | History | Added to | 1,307 | 35 | 0.02% | 0.02% | 1813 | +1 | 0.08% | Q4 2025 | Jan 30, 2026 |
| Newbridge Financial Services Group, Inc. | History | Reduced | 1,271 | 34 | 0.01% | 0.01% | 1815 | -28 | -2.16% | Q4 2025 | Jan 21, 2026 |
| Addison Advisors LLC | History | No change | 1,273 | 34 | 0.01% | 0.01% | 1814 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Strategic Advocates LLC | History | Reduced | 1,212 | 33 | 0.01% | 0.1% | 1817 | -13,179 | -91.58% | Q4 2025 | Feb 11, 2026 |
| Caitlin John, LLC | History | Added to | 1,218 | 33 | 0.02% | 0.02% | 1818 | +248 | 25.57% | Q4 2025 | Feb 18, 2026 |
| IFS Advisors, LLC | History | Reduced | 1,220 | 33 | 0.02% | 0.02% | 1816 | -97 | -7.37% | Q4 2025 | Jan 09, 2026 |
| KERR FINANCIAL PLANNING Corp | History | Reduced | 1,000 | 31 | 0.04% | 0.05% | 1820 | -300 | -23.08% | Q4 2025 | Feb 10, 2026 |
| MB, LEVIS & ASSOCIATES, LLC | History | Added to | 1,133 | 31 | 0.01% | 0.01% | 1819 | +11 | 0.98% | Q4 2025 | Jan 14, 2026 |
| ALERUS FINANCIAL NA | History | Reduced | 1,128 | 30 | 0.0% | 0.19% | 1821 | -133,457 | -99.16% | Q4 2025 | Feb 13, 2026 |
| Dynamic Wealth Strategies, LLC | History | New | 1,052 | 28 | 0.02% | — | 1823 | +1,052 | New | Q4 2025 | Feb 04, 2026 |
| Field & Main Bank | History | New | 1,050 | 28 | 0.01% | — | 1822 | +1,050 | New | Q4 2025 | Jan 28, 2026 |
| Fortitude Family Office, LLC | History | No change | 1,050 | 28 | 0.01% | 0.01% | 1824 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| HORIZON FINANCIAL SERVICES, LLC | History | New | 989 | 27 | 0.01% | — | 1825 | +989 | New | Q4 2025 | Jan 12, 2026 |
| MilWealth Group LLC | History | No change | 990 | 27 | 0.01% | 0.01% | 1826 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Kilter Group LLC | History | Added to | 948 | 26 | 0.01% | 0.01% | 1828 | +384 | 68.09% | Q4 2025 | Feb 13, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 975 | 26 | 0.0% | 0.0% | 1827 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Aventus Investment Advisors, Inc. | History | No change | 960 | 26 | 0.02% | 0.02% | 1829 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Merrithew & Thorsten Inc | History | New | 926 | 25 | 0.03% | — | 1831 | +926 | New | Q4 2025 | Feb 03, 2026 |
| Signature Resources Capital Management, LLC | History | Reduced | 930 | 25 | 0.01% | 0.02% | 1830 | -493 | -34.65% | Q4 2025 | Jan 21, 2026 |
| Mountain Hill Investment Partners Corp. | History | Added to | 899 | 24 | 0.02% | 0.0% | 1832 | +832 | 1241.79% | Q4 2025 | Jan 26, 2026 |
| Elyxium Wealth, LLC | History | New | 840 | 23 | 0.01% | — | 1833 | +840 | New | Q4 2025 | Feb 05, 2026 |
| Intesa Sanpaolo Wealth Management | History | New | 840 | 23 | 0.0% | — | 1834 | +840 | New | Q4 2025 | Feb 12, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | No change | 812 | 22 | 0.0% | 0.0% | 1835 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Heritage Wealth Advisors | History | No change | 830 | 22 | 0.0% | 0.0% | 1836 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| City State Bank | History | No change | 810 | 22 | 0.01% | 0.01% | 1837 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | Added to | 770 | 21 | 0.01% | 0.01% | 1839 | +7 | 0.92% | Q4 2025 | Jan 27, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 792 | 21 | 0.0% | 0.0% | 1838 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Garner Asset Management Corp | History | New | 750 | 20 | 0.01% | — | 1840 | +750 | New | Q4 2025 | Feb 03, 2026 |
| Wealth Preservation Advisors, LLC | History | Added to | 746 | 20 | 0.01% | 0.0% | 1841 | +605 | 429.08% | Q4 2025 | Feb 23, 2026 |
| PALLADIEM, LLC | History | New | 697 | 19 | 0.02% | — | 1842 | +697 | New | Q4 2025 | Feb 11, 2026 |
| Sage Mountain Advisors LLC | History | No change | 660 | 18 | 0.0% | 0.0% | 1843 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 687 | 18 | 0.01% | 0.01% | 1844 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Nemes Rush Group LLC | History | New | 627 | 17 | 0.0% | — | 1846 | +627 | New | Q4 2025 | Feb 11, 2026 |
| New England Capital Financial Advisors LLC | History | No change | 638 | 17 | 0.01% | 0.01% | 1845 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Quattro Advisors LLC | History | New | 572 | 15 | 0.01% | — | 1849 | +572 | New | Q4 2025 | Feb 13, 2026 |
| Tower View Wealth Management LLC | History | Added to | 559 | 15 | 0.01% | 0.01% | 1847 | +6 | 1.08% | Q4 2025 | Jan 23, 2026 |
| Windsor Advisory Group, LLC | History | No change | 567 | 15 | 0.01% | 0.01% | 1848 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | New | 514 | 14 | 0.0% | — | 1850 | +514 | New | Q4 2025 | Feb 13, 2026 |
| Quent Capital, LLC | History | New | 501 | 13 | 0.0% | — | 1852 | +501 | New | Q4 2025 | Jan 29, 2026 |
| TOMPKINS FINANCIAL CORP | History | No change | 474 | 13 | 0.0% | 0.0% | 1851 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Beaird Harris Wealth Management, LLC | History | Added to | 439 | 12 | 0.0% | 0.0% | 1855 | +241 | 121.72% | Q4 2025 | Feb 23, 2026 |
| VSM Wealth Advisory, LLC | History | Added to | 438 | 12 | 0.0% | 0.0% | 1856 | +12 | 2.82% | Q4 2025 | Feb 06, 2026 |
| Coastline Trust Co | History | No change | 450 | 12 | 0.0% | 0.0% | 1853 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| High Note Wealth, LLC | History | No change | 450 | 12 | 0.0% | 0.0% | 1854 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Reduced | 426 | 11 | 0.0% | 0.0% | 1857 | -1,665 | -79.63% | Q4 2025 | Feb 12, 2026 |
| Truvestments Capital LLC | History | Reduced | 390 | 10 | 0.0% | 0.01% | 1858 | -861 | -68.82% | Q4 2025 | Feb 13, 2026 |
| NorthAvenue LLC | History | New | 399 | 10 | 0.01% | — | 1860 | +399 | New | Q4 2025 | Apr 02, 2026 |
| Fairman Group, LLC | History | No change | 387 | 10 | 0.01% | 0.01% | 1859 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Cornerstone Financial Management LLC | History | New | 330 | 9 | 0.01% | — | 1864 | +330 | New | Q4 2025 | Feb 13, 2026 |
| Greykasell Wealth Strategies, Inc. | History | Added to | 333 | 9 | 0.0% | 0.0% | 1863 | +3 | 0.91% | Q4 2025 | Feb 11, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 339 | 9 | 0.0% | 0.0% | 1861 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Mowery & Schoenfeld Wealth Management, LLC | History | No change | 344 | 9 | 0.01% | 0.02% | 1862 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| FNY Investment Advisers, LLC | History | New | 300 | 8 | 0.0% | — | 1867 | +300 | New | Q4 2025 | Jan 16, 2026 |
| CAMBIENT FAMILY OFFICE, LLC | History | New | 300 | 8 | 0.0% | — | 1869 | +300 | New | Q4 2025 | Feb 20, 2026 |
| VISION FINANCIAL MARKETS LLC | History | Added to | 325 | 8 | 0.01% | 0.0% | 1865 | +175 | 116.67% | Q4 2025 | Jan 22, 2026 |
| Legacy Bridge, LLC | History | No change | 300 | 8 | 0.0% | 0.0% | 1866 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Noble Wealth Management PBC | History | No change | 300 | 8 | 0.0% | 0.0% | 1868 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| BIRCHBROOK, INC. | History | Added to | 249 | 6 | 0.0% | 0.0% | 1872 | +1 | 0.4% | Q4 2025 | Feb 04, 2026 |
| Minot DeBlois Advisors LLC | History | No change | 250 | 6 | 0.01% | 0.01% | 1870 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Financial Management Professionals, Inc. | History | No change | 225 | 6 | 0.0% | 0.0% | 1871 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Osbon Capital Management LLC | History | New | 213 | 5 | 0.0% | — | 1874 | +213 | New | Q4 2025 | Mar 16, 2026 |
| RHL GROUP, LLC | History | New | 213 | 5 | 0.0% | — | 1879 | +213 | New | Q4 2025 | Feb 09, 2026 |
| Nova Wealth Management, Inc. | History | New | 209 | 5 | 0.0% | — | 1878 | +209 | New | Q4 2025 | Jan 14, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Added to | 211 | 5 | 0.0% | 0.0% | 1877 | +74 | 54.01% | Q4 2025 | Feb 03, 2026 |
| Winch Advisory Services, LLC | History | Reduced | 57 | 5 | 0.0% | 0.0% | 1873 | -67 | -54.03% | Q4 2025 | Feb 03, 2026 |
| Western Pacific Wealth Management, LP | History | Added to | 219 | 5 | 0.0% | 0.0% | 1875 | +2 | 0.92% | Q4 2025 | Feb 04, 2026 |
| Creative Capital Management Investments LLC | History | No change | 201 | 5 | 0.0% | 0.0% | 1876 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| West Branch Capital LLC | History | Reduced | 162 | 4 | 0.0% | 0.0% | 1881 | -501 | -75.57% | Q4 2025 | Jan 16, 2026 |
| SFAM, LLC | History | New | 150 | 4 | 0.0% | — | 1880 | +150 | New | Q4 2025 | Feb 12, 2026 |
| REDMONT WEALTH ADVISORS LLC | History | Added to | 158 | 4 | 0.01% | 0.01% | 1887 | +2 | 1.28% | Q4 2025 | Feb 06, 2026 |
| Kozak & Associates, Inc. | History | Reduced | 155 | 4 | 0.0% | 0.0% | 1883 | -1 | -0.64% | Q4 2025 | Jan 12, 2026 |
| GABLES CAPITAL MANAGEMENT INC. | History | No change | 174 | 4 | 0.0% | 0.0% | 1882 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Avion Wealth | History | No change | 167 | 4 | 0.0% | 0.0% | 1884 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Citizens National Bank Trust Department | History | No change | 180 | 4 | 0.0% | 0.0% | 1885 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| TFC Financial Management, Inc. | History | No change | 181 | 4 | 0.0% | 0.0% | 1886 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| GPS Wealth Strategies Group, LLC | History | Reduced | 140 | 3 | 0.0% | 0.06% | 1890 | -22,191 | -99.37% | Q4 2025 | Feb 06, 2026 |
| IAG Wealth Partners, LLC | History | Reduced | 144 | 3 | 0.0% | 0.0% | 1892 | -250 | -63.45% | Q4 2025 | Feb 10, 2026 |
| Colonial Trust Advisors | History | New | 129 | 3 | 0.0% | — | 1889 | +129 | New | Q4 2025 | Feb 12, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 116 | 3 | 0.0% | 0.0% | 1888 | -30 | -20.55% | Q4 2025 | Jan 14, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | Added to | 128 | 3 | 0.0% | 0.0% | 1894 | +8 | 6.67% | Q4 2025 | Jan 28, 2026 |
| General Partner, Inc. | History | No change | 120 | 3 | 0.0% | 0.0% | 1891 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| SITTNER & NELSON, LLC | History | No change | 126 | 3 | 0.0% | 0.0% | 1893 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Advocate Investing Services LLC | History | New | 83 | 2 | 0.0% | — | 1898 | +83 | New | Q4 2025 | Feb 12, 2026 |
| Measured Wealth Private Client Group, LLC | History | New | 76 | 2 | 0.0% | — | 1896 | +76 | New | Q4 2025 | Feb 10, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | No change | 100 | 2 | 0.0% | 0.0% | 1895 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 78 | 2 | 0.0% | 0.0% | 1897 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 52 | 1 | 0.0% | 0.14% | 1901 | -180,133 | -99.97% | Q4 2025 | Feb 17, 2026 |
| Ulland Investment Advisors, LLC | History | Reduced | 36 | 1 | 0.0% | 0.16% | 1904 | -7,622 | -99.53% | Q4 2025 | Jan 08, 2026 |
| Reyes Financial Architecture, Inc. | History | Reduced | 66 | 1 | 0.0% | 0.02% | 1906 | -1,236 | -94.93% | Q4 2025 | Jan 26, 2026 |
| Networth Advisors, LLC | History | New | 69 | 1 | 0.0% | — | 1907 | +69 | New | Q4 2025 | Jan 22, 2026 |
| Inlight Wealth Management, LLC | History | Added to | 44 | 1 | 0.0% | — | 1903 | +39 | 780.0% | Q4 2025 | Jan 23, 2026 |
| VIRTUS ADVISERS, LLC | History | Reduced | 50 | 1 | 0.0% | 0.0% | 1902 | -34 | -40.48% | Q4 2025 | Feb 13, 2026 |
| HORIZON BANCORP INC /IN/ | History | Reduced | 40 | 1 | 0.0% | 0.0% | 1899 | -20 | -33.33% | Q4 2025 | Feb 11, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 55 | 1 | 0.0% | 0.0% | 1900 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Private Wealth Management Group, LLC | History | No change | 44 | 1 | 0.0% | 0.0% | 1905 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Reliant Wealth Planning | History | Closed out | 0 | 0 | — | 14.73% | — | -1,664,663 | -100.0% | Q3 2025 | Nov 18, 2025 |
| PARK AVENUE SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -765,930 | -100.0% | Q3 2025 | Oct 23, 2025 |
| MARSHALL WACE, LLP | History | Closed out | 0 | 0 | — | 0.02% | — | -655,778 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Trinity Financial Advisors LLC | History | Closed out | 0 | 0 | — | 3.76% | — | -477,010 | -100.0% | Q3 2025 | Oct 07, 2025 |
| O'Connor Financial Group LLC | History | Closed out | 0 | 0 | — | 4.16% | — | -363,323 | -100.0% | Q3 2025 | Oct 27, 2025 |
| RMG Wealth Management LLC | History | Closed out | 0 | 0 | — | 1.08% | — | -281,831 | -100.0% | Q3 2025 | Oct 30, 2025 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -260,474 | -100.0% | Q3 2025 | Nov 13, 2025 |
| JPL Wealth Management, LLC | History | Closed out | 0 | 0 | — | 1.14% | — | -176,108 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Advisors Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -167,407 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Total Wealth Planning, LLC | History | Closed out | 0 | 0 | — | 0.44% | — | -138,351 | -100.0% | Q3 2025 | Oct 17, 2025 |
| Hopwood Financial Services, Inc. | History | Closed out | 0 | 0 | — | 2.38% | — | -130,462 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Consolidated Portfolio Review Corp | History | Closed out | 0 | 0 | — | 0.44% | — | -129,036 | -100.0% | Q3 2025 | Nov 12, 2025 |
| TUDOR INVESTMENT CORP ET AL | History | Closed out | 0 | 0 | — | 12.74% | — | -100,498 | -100.0% | Q3 2025 | Dec 09, 2025 |
| BRIGHTON JONES LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -92,210 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Diametric Capital, LP | History | Closed out | 0 | 0 | — | 0.66% | — | -65,682 | -100.0% | Q3 2025 | Nov 13, 2025 |
| TWO SIGMA INVESTMENTS, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -41,941 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Murphy, Middleton, Hinkle & Parker, Inc. | History | Closed out | 0 | 0 | — | 0.54% | — | -40,538 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Tandem Financial, LLC | History | Closed out | 0 | 0 | — | 0.34% | — | -33,435 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Heritage Wealth Management, Inc. /CA/ | History | Closed out | 0 | 0 | — | 0.58% | — | -31,700 | -100.0% | Q3 2025 | Nov 05, 2025 |
| SteelPeak Wealth, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -29,107 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Hayek Kallen Investment Management | History | Closed out | 0 | 0 | — | 0.23% | — | -26,911 | -100.0% | Q3 2025 | Nov 14, 2025 |
| XTX Topco Ltd | History | Closed out | 0 | 0 | — | 0.04% | — | -25,110 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Engineers Gate Manager LP | History | Closed out | 0 | 0 | — | 0.01% | — | -19,436 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -18,170 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Wolfstich Capital, LLC | History | Closed out | 0 | 0 | — | 1.0% | — | -18,051 | -100.0% | Q3 2025 | Oct 15, 2025 |
| National Wealth Management Group, LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -17,694 | -100.0% | Q3 2025 | Oct 31, 2025 |
| FIDUCIARY ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.39% | — | -17,624 | -100.0% | Q3 2025 | Oct 14, 2025 |
| MATRIX ASSET ADVISORS INC/NY | History | Closed out | 0 | 0 | — | 0.04% | — | -15,383 | -100.0% | Q3 2025 | Oct 14, 2025 |
| ACCESS FINANCIAL SERVICES, INC. | History | Closed out | 0 | 0 | — | 0.15% | — | -14,735 | -100.0% | Q3 2025 | Oct 20, 2025 |
| GPM Growth Investors, Inc. | History | Closed out | 0 | 0 | — | 0.15% | — | -13,991 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Werba Rubin Papier Wealth Management | History | Closed out | 0 | 0 | — | 0.06% | — | -13,835 | -100.0% | Q3 2025 | Nov 04, 2025 |
| 49 WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -13,323 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Tactive Advisors, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -13,060 | -100.0% | Q3 2025 | Oct 14, 2025 |
| HARBOUR INVESTMENT MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -12,392 | -100.0% | Q3 2025 | Dec 15, 2025 |
| MILESTONE ASSET MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -11,931 | -100.0% | Q3 2025 | Oct 15, 2025 |
| LGT Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.67% | — | -11,431 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Orin Green Financial, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -11,331 | -100.0% | Q3 2025 | Oct 28, 2025 |
| Vigilare Wealth Management | History | Closed out | 0 | 0 | — | 0.11% | — | -11,282 | -100.0% | Q3 2025 | Oct 01, 2025 |
| Alpha Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -10,937 | -100.0% | Q3 2025 | Nov 13, 2025 |
| TBH Global Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -10,853 | -100.0% | Q3 2025 | Oct 20, 2025 |
| HFG Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.22% | — | -10,770 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Empowered Funds, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,570 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Wisconsin Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.27% | — | -10,279 | -100.0% | Q3 2025 | Oct 06, 2025 |
| SUMMITRY LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,099 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Waterford Advisors, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -9,987 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Fjell Capital, LLC | History | Closed out | 0 | 0 | — | 0.24% | — | -9,884 | -100.0% | Q3 2025 | Oct 24, 2025 |
| Members Advisory Group LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -9,683 | -100.0% | Q3 2025 | Oct 22, 2025 |
| PROMETHIUM ADVISORS,LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -9,434 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Kestra Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -8,817 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Plan Group Financial, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -8,728 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Apex Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -8,624 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Sonoma Allocations LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -8,580 | -100.0% | Q3 2025 | Oct 24, 2025 |
| LIBRA WEALTH LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -8,526 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Summit Global Investments | History | Closed out | 0 | 0 | — | 0.01% | — | -8,315 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Hobbs Group Advisors, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -8,260 | -100.0% | Q3 2025 | Nov 13, 2025 |
| New Harbor Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -8,018 | -100.0% | Q3 2025 | Nov 07, 2025 |
| ARKANSAS FINANCIAL GROUP, INC. | History | Closed out | 0 | 0 | — | 0.03% | — | -7,915 | -100.0% | Q3 2025 | Jan 28, 2026 |
| Saxony Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -7,911 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Waterloo Capital, L.P. | History | Closed out | 0 | 0 | — | 0.02% | — | -7,834 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Base Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -7,756 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Martel Wealth Advisors Inc | History | Closed out | 0 | 0 | — | 0.04% | — | -7,719 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Bravias Capital Group, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -7,639 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Keebeck Wealth Management | History | Closed out | 0 | 0 | — | 0.02% | — | -7,564 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Adams Wealth Management | History | Closed out | 0 | 0 | — | 0.04% | — | -7,448 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CacheTech Inc. | History | Closed out | 0 | 0 | — | 0.04% | — | -7,448 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Redwood Wealth Management Group, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -7,400 | -100.0% | Q3 2025 | Oct 24, 2025 |
| Tortoise Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -6,726 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Alpine Bank Wealth Management | History | Closed out | 0 | 0 | — | 0.03% | — | -6,636 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Greenline Partners, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -5,958 | -100.0% | Q3 2025 | Nov 17, 2025 |
| CLEAR INVESTMENT RESEARCH, LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -5,344 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Mechanics Financial Corp | History | Closed out | 0 | 0 | — | 0.04% | — | -3,858 | -100.0% | Q3 2025 | Nov 06, 2025 |
| BARCLAYS PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,500 | -100.0% | Q3 2025 | Mar 31, 2026 |
| Avalon Trust Co | History | Closed out | 0 | 0 | — | 0.01% | — | -3,420 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Financial Life Planners | History | Closed out | 0 | 0 | — | 0.05% | — | -3,002 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Park Place Capital Corp | History | Closed out | 0 | 0 | — | 0.01% | — | -2,635 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Heartwood Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,349 | -100.0% | Q3 2025 | Oct 06, 2025 |
| Family Legacy Financial Solutions, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -2,002 | -100.0% | Q3 2025 | Oct 07, 2025 |
| BROOKS, MOORE & ASSOCIATES, INC. | History | Closed out | 0 | 0 | — | 0.67% | — | -1,965 | -100.0% | Q3 2025 | Nov 17, 2025 |
| HIGHLINE WEALTH PARTNERS LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,850 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Independence Bank of Kentucky | History | Closed out | 0 | 0 | — | 0.01% | — | -1,500 | -100.0% | Q3 2025 | Oct 09, 2025 |
| Koesten, Hirschmann & Crabtree, INC. | History | Closed out | 0 | 0 | — | 0.02% | — | -1,500 | -100.0% | Q3 2025 | Nov 05, 2025 |
| True Wealth Design, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,500 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Centennial Bank/AR/ | History | Closed out | 0 | 0 | — | 0.01% | — | -1,214 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Quantbot Technologies LP | History | Closed out | 0 | 0 | — | 0.0% | — | -835 | -100.0% | Q3 2025 | Nov 12, 2025 |
| PERRITT CAPITAL MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.01% | — | -546 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Manchester Capital Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -500 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Cloud Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -480 | -100.0% | Q3 2025 | Nov 03, 2025 |
| New Millennium Group LLC | History | Reduced | 27 | 0 | — | 0.0% | — | -325 | -92.33% | Q4 2025 | Feb 06, 2026 |
| Pathway Financial Advisers, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -238 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Kiker Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -165 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Palisade Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -49 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Keener Financial Planning LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -45 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Finley Financial, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -45 | -100.0% | Q3 2025 | Oct 23, 2025 |