VANGUARD INDEX FUNDS - VB
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 492 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Reduced | 23,429,447 | 6,043,625 | 0.44% | 0.4% | 1 | -29,252 | -0.12% | Q4 2025 | Feb 17, 2026 |
| Align Financial, LLC | History | New | 2,780,701 | 2,780,701 | 1.61% | — | 2 | +2,780,701 | New | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 7,864,543 | 2,028,659 | 0.12% | 0.12% | 3 | +84,999 | 1.09% | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 6,047,584 | 1,559,974 | 0.28% | 0.3% | 4 | -63,556 | -1.04% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Added to | 3,916,098 | 1,010,157 | 0.16% | 0.15% | 5 | +65,686 | 1.71% | Q4 2025 | Jan 29, 2026 |
| LPL Financial LLC | History | Reduced | 3,913,394 | 1,009,459 | 0.28% | 0.29% | 6 | -52,705 | -1.33% | Q4 2025 | Feb 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 3,244,942 | 837,032 | 0.25% | 0.32% | 7 | -1,063,869 | -24.69% | Q4 2025 | Feb 10, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 3,195,143 | 824,187 | 1.26% | 1.36% | 8 | +567 | 0.02% | Q4 2025 | Feb 18, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 2,747,982 | 708,841 | 0.45% | 0.45% | 9 | +70,024 | 2.61% | Q4 2025 | Feb 10, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 2,644,075 | 682,039 | 1.3% | 1.3% | 10 | +130,946 | 5.21% | Q4 2025 | Feb 17, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 2,499,811 | 644,826 | 0.39% | 0.46% | 11 | -139,215 | -5.28% | Q4 2025 | Feb 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 2,398,754 | 618,601 | 0.14% | 0.14% | 12 | +57,035 | 2.44% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 2,304,605 | 594,472 | 0.18% | 0.18% | 13 | +82,577 | 3.72% | Q4 2025 | Feb 18, 2026 |
| ROYAL BANK OF CANADA | History | New | 2,202,948 | 568,251 | 0.09% | — | 14 | +2,202,948 | New | Q4 2025 | Feb 17, 2026 |
| Creative Planning | History | Added to | 2,125,744 | 548,335 | 0.39% | 0.38% | 15 | +160,780 | 8.18% | Q4 2025 | Feb 17, 2026 |
| Mariner, LLC | History | Added to | 1,965,932 | 507,122 | 0.6% | 0.6% | 16 | +142,357 | 7.81% | Q4 2025 | Feb 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 1,942,995 | 501,195 | 0.27% | 0.3% | 17 | +1,544 | 0.08% | Q4 2025 | Feb 06, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 1,815,002 | 468,179 | 0.07% | 0.08% | 18 | -69,673 | -3.7% | Q4 2025 | Feb 13, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 1,735,268 | 447,612 | 0.08% | 0.08% | 19 | -58,326 | -3.25% | Q4 2025 | Feb 10, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 1,685,486 | 434,771 | 0.05% | 0.05% | 20 | +1,080 | 0.06% | Q4 2025 | Mar 25, 2026 |
| Wealthfront Advisers LLC | History | Added to | 1,567,975 | 404,459 | 0.9% | 0.89% | 21 | +70,349 | 4.7% | Q4 2025 | Jan 30, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 1,397,042 | 360,366 | 0.61% | 0.55% | 22 | +127,698 | 10.06% | Q4 2025 | Feb 12, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 1,179,616 | 304,285 | 0.27% | 0.27% | 23 | +30,883 | 2.69% | Q4 2025 | Feb 13, 2026 |
| Cetera Investment Advisers | History | Added to | 1,168,300 | 301,363 | 0.33% | 0.33% | 24 | +61,529 | 5.56% | Q4 2025 | Feb 17, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Added to | 1,155,967 | 298,181 | 0.05% | 0.05% | 25 | +26,980 | 2.39% | Q4 2025 | Feb 17, 2026 |
| FMR LLC | History | Added to | 1,150,035 | 296,651 | 0.02% | 0.02% | 26 | +3,267 | 0.28% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 1,144,037 | 295,104 | 0.02% | 0.02% | 27 | +29,929 | 2.69% | Q4 2025 | Feb 11, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 1,123,663 | 289,848 | 5.78% | 5.64% | 28 | +7,065 | 0.63% | Q4 2025 | Feb 05, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Added to | 1,109,587 | 286,217 | 6.84% | 6.77% | 29 | +31,278 | 2.9% | Q4 2025 | Feb 03, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 996,236 | 256,979 | 0.34% | 0.35% | 30 | -53,942 | -5.14% | Q4 2025 | Feb 12, 2026 |
| HighTower Advisors, LLC | History | Added to | 951,243 | 245,373 | 0.27% | 0.27% | 31 | +11,184 | 1.19% | Q4 2025 | Feb 06, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 896,364 | 231,217 | 0.55% | 0.58% | 32 | -37,628 | -4.03% | Q4 2025 | Feb 11, 2026 |
| GLENMEDE TRUST CO NA | History | New | 890,268 | 229,644 | 1.09% | — | 33 | +890,268 | New | Q4 2025 | Feb 17, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 834,564 | 215,275 | 0.07% | 0.07% | 34 | +99,689 | 13.57% | Q4 2025 | Feb 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 823,383 | 212,592 | 0.31% | 0.3% | 35 | -8,291 | -1.0% | Q4 2025 | Feb 17, 2026 |
| Baird Financial Group, Inc. | History | Added to | 778,593 | 200,838 | 0.31% | 0.31% | 36 | +27,498 | 3.66% | Q4 2025 | Feb 13, 2026 |
| Cerity Partners LLC | History | Added to | 770,780 | 198,836 | 0.29% | 0.27% | 37 | +119,995 | 18.44% | Q4 2025 | Feb 11, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | Added to | 765,825 | 197,544 | 3.62% | 3.02% | 38 | +202,321 | 35.9% | Q4 2025 | Jan 28, 2026 |
| Nicholas Hoffman & Company, LLC. | History | Added to | 748,000 | 192,946 | 4.47% | 4.58% | 39 | +3,769 | 0.51% | Q4 2025 | Feb 02, 2026 |
| VANGUARD GROUP INC | History | Added to | 643,588 | 166,013 | 0.0% | 0.0% | 40 | +27,360 | 4.44% | Q4 2025 | Jan 29, 2026 |
| DAVIS R M INC | History | Added to | 589,056 | 151,947 | 2.62% | 2.31% | 41 | +69,017 | 13.27% | Q4 2025 | Feb 12, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 567,959 | 146,505 | 1.61% | 1.65% | 42 | +11,028 | 1.98% | Q4 2025 | Feb 06, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Added to | 567,165 | 146,300 | 0.51% | 0.31% | 43 | +267,816 | 89.47% | Q4 2025 | Jan 28, 2026 |
| Corient Private Wealth LLC | History | Added to | 11,331,335 | 142,799 | 0.19% | 0.18% | 44 | +10,882,179 | 2422.81% | Q4 2025 | Mar 09, 2026 |
| STATE STREET CORP | History | Reduced | 553,389 | 142,746 | 0.0% | 0.01% | 45 | -74,218 | -11.83% | Q4 2025 | Feb 13, 2026 |
| Clearstead Advisors, LLC | History | Added to | 546,407 | 140,945 | 1.78% | 1.81% | 46 | +5,218 | 0.96% | Q4 2025 | Feb 09, 2026 |
| COUNTRY TRUST BANK | History | Added to | 515,265 | 132,912 | 2.41% | 1.48% | 47 | +248,546 | 93.19% | Q4 2025 | Jan 21, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 506,835 | 130,738 | 0.99% | 1.0% | 48 | +11,503 | 2.32% | Q4 2025 | Feb 12, 2026 |
| 1832 Asset Management L.P. | History | Added to | 498,180 | 128,505 | 0.1% | 0.1% | 49 | +1,370 | 0.28% | Q4 2025 | Feb 13, 2026 |
| Pathstone Holdings, LLC | History | New | 493,412 | 127,277 | 0.49% | — | 50 | +493,412 | New | Q4 2025 | Feb 13, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 452,974 | 116,844 | 1.5% | 1.52% | 51 | +1,166 | 0.26% | Q4 2025 | Feb 05, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 442,942 | 114,257 | 0.21% | 0.19% | 52 | +58,771 | 15.3% | Q4 2025 | Mar 16, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 440,701 | 113,678 | 0.28% | 0.27% | 53 | +45,221 | 11.43% | Q4 2025 | Feb 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 437,146 | 113,284 | 0.2% | 0.1% | 54 | +245,905 | 128.58% | Q4 2025 | Feb 05, 2026 |
| Fusion Family Wealth, LLC | History | Added to | 429,752 | 110,854 | 8.4% | 7.88% | 55 | +15,934 | 3.85% | Q4 2025 | Feb 04, 2026 |
| Efficient Advisors, LLC | History | Reduced | 418,748 | 108,015 | 6.31% | 6.31% | 56 | -21,448 | -4.87% | Q4 2025 | Jan 21, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 398,194 | 107,277 | 0.15% | 0.15% | 57 | +8,040 | 2.06% | Q4 2025 | Jan 08, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 414,563 | 106,937 | 0.15% | 0.16% | 58 | -25,283 | -5.75% | Q4 2025 | Feb 10, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 413,837 | 106,749 | 0.14% | 0.16% | 59 | -38,707 | -8.55% | Q4 2025 | Feb 02, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Added to | 407,296 | 105,062 | 1.32% | 1.3% | 60 | +14,827 | 3.78% | Q4 2025 | Feb 10, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 398,598 | 102,818 | 0.82% | 1.06% | 61 | -395,130 | -49.78% | Q4 2025 | Feb 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 396,925 | 102,387 | 0.27% | 0.24% | 62 | +52,454 | 15.23% | Q4 2025 | Feb 05, 2026 |
| Equitable Holdings, Inc. | History | Added to | 387,308 | 99,906 | 0.68% | 0.69% | 63 | +16,092 | 4.33% | Q4 2025 | Feb 17, 2026 |
| Baker Avenue Asset Management, LP | History | Added to | 386,637 | 99,733 | 2.3% | 2.33% | 64 | +4,330 | 1.13% | Q4 2025 | Feb 10, 2026 |
| INVICTUS PRIVATE WEALTH, LLC | History | Added to | 369,406 | 95,288 | 5.77% | 5.73% | 65 | +9,594 | 2.67% | Q4 2025 | Feb 13, 2026 |
| Private Advisor Group, LLC | History | Added to | 365,511 | 94,283 | 0.44% | 0.44% | 66 | +11,460 | 3.24% | Q4 2025 | Feb 17, 2026 |
| COMERICA BANK | History | Added to | 358,110 | 92,374 | 0.37% | 0.34% | 67 | +995 | 0.28% | Q4 2025 | Jan 29, 2026 |
| BlackRock, Inc. | History | Added to | 355,506 | 91,702 | 0.0% | 0.0% | 68 | +336,957 | 1816.58% | Q4 2025 | Feb 12, 2026 |
| Heartwood Wealth Advisors LLC | History | Added to | 352,930 | 91,038 | 8.39% | 8.28% | 69 | +3,851 | 1.1% | Q4 2025 | Jan 12, 2026 |
| Karpus Management, Inc. | History | Added to | 334,706 | 86,337 | 2.65% | 2.66% | 70 | +4,823 | 1.46% | Q4 2025 | Feb 17, 2026 |
| Millburn Ridgefield LLC /DE/ | History | Reduced | 323,914 | 83,553 | 1.99% | 2.07% | 71 | -17,438 | -5.11% | Q4 2025 | Feb 02, 2026 |
| Catalyst Capital Advisors LLC | History | Reduced | 323,914 | 83,553 | 1.72% | 1.75% | 72 | -17,438 | -5.11% | Q4 2025 | Feb 10, 2026 |
| M&T BANK CORP | History | Reduced | 313,812 | 80,947 | 0.26% | 0.27% | 73 | -954 | -0.3% | Q4 2025 | Jan 30, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 313,309 | 80,818 | 1.04% | 1.07% | 74 | +2,046 | 0.66% | Q4 2025 | Feb 09, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 309,381 | 79,804 | 0.25% | 0.25% | 75 | -551 | -0.18% | Q4 2025 | Feb 02, 2026 |
| LINCOLN NATIONAL CORP | History | Added to | 301,691 | 77,821 | 2.27% | 2.12% | 76 | +9,128 | 3.12% | Q4 2025 | Feb 09, 2026 |
| JANUS HENDERSON GROUP PLC | History | Reduced | 300,051 | 77,398 | 0.03% | 0.04% | 77 | -26,026 | -7.98% | Q4 2025 | Feb 17, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | Added to | 296,726 | 76,540 | 4.83% | 4.89% | 78 | +604 | 0.2% | Q4 2025 | Feb 17, 2026 |
| ASSETMARK, INC | History | Added to | 292,043 | 75,332 | 0.15% | 0.15% | 79 | +8,503 | 3.0% | Q4 2025 | Jan 23, 2026 |
| Merit Financial Group, LLC | History | Added to | 286,260 | 73,840 | 0.59% | 0.6% | 80 | +27,673 | 10.7% | Q4 2025 | Jan 26, 2026 |
| Auto-Owners Insurance Co | History | Added to | 281,628 | 72,645 | 1.53% | 1.63% | 81 | +32,600 | 13.09% | Q4 2025 | Mar 09, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 278,965 | 71,958 | 0.61% | 0.55% | 82 | +1,217 | 0.44% | Q4 2025 | Jan 05, 2026 |
| Gibraltar Capital Management, Inc. | History | Reduced | 278,719 | 71,895 | 12.23% | 12.74% | 83 | -532 | -0.19% | Q4 2025 | Feb 02, 2026 |
| WIT, LLC | History | Added to | 264,352 | 68,189 | 1.37% | 1.5% | 84 | +3,797 | 1.46% | Q4 2025 | Feb 17, 2026 |
| US BANCORP \DE\ | History | Reduced | 263,672 | 68,016 | 0.08% | 0.08% | 85 | -14,704 | -5.28% | Q4 2025 | Jan 30, 2026 |
| VISTA CAPITAL PARTNERS, INC. | History | Reduced | 263,086 | 67,863 | 6.7% | 6.86% | 86 | -2,122 | -0.8% | Q4 2025 | Feb 02, 2026 |
| PITTENGER & ANDERSON INC | History | Added to | 261,700 | 67,505 | 2.6% | 2.38% | 87 | +6,139 | 2.4% | Q4 2025 | Feb 02, 2026 |
| Chandler Asset Management, Inc. | History | Added to | 260,330 | 67,152 | 10.63% | 10.38% | 88 | +11,655 | 4.69% | Q4 2025 | Feb 13, 2026 |
| Focus Partners Wealth | History | Reduced | 260,127 | 67,103 | 0.08% | 0.46% | 89 | -865,168 | -76.88% | Q4 2025 | Feb 13, 2026 |
| Center for Financial Planning, Inc. | History | Added to | 255,199 | 65,828 | 6.85% | 6.89% | 90 | +1,508 | 0.59% | Q4 2025 | Feb 05, 2026 |
| Smithfield Trust Co | History | Reduced | 254,416 | 65,685 | 2.9% | 2.93% | 91 | -2,670 | -1.04% | Q4 2025 | Feb 09, 2026 |
| CX Institutional | History | Reduced | 233,647 | 60,269 | 1.8% | 1.84% | 92 | -4,279 | -1.8% | Q4 2025 | Feb 02, 2026 |
| Betterment LLC | History | Reduced | 229,220 | 59,127 | 0.11% | 0.12% | 93 | -5,467 | -2.33% | Q4 2025 | Feb 12, 2026 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | History | Reduced | 213,898 | 55,174 | 0.44% | 0.47% | 94 | -11,692 | -5.18% | Q4 2025 | Jan 27, 2026 |
| CENTRAL TRUST Co | History | Added to | 210,293 | 54,245 | 1.06% | 1.05% | 95 | +12,640 | 6.4% | Q4 2025 | Feb 02, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 210,019 | 54,174 | 0.22% | 0.23% | 96 | +8,138 | 4.03% | Q4 2025 | Feb 13, 2026 |
| MAI Capital Management | History | Added to | 204,235 | 52,682 | 0.3% | 0.31% | 97 | +7,470 | 3.8% | Q4 2025 | Feb 13, 2026 |
| Joel Isaacson & Co., LLC | History | Added to | 202,242 | 52,168 | 1.72% | 1.74% | 98 | +12,996 | 6.87% | Q4 2025 | Jan 30, 2026 |
| Ellenbecker Investment Group | History | Added to | 201,597 | 52,002 | 7.28% | 7.46% | 99 | +2,624 | 1.32% | Q4 2025 | Jan 30, 2026 |
| First Command Advisory Services, Inc. | History | Reduced | 199,609 | 51,488 | 0.36% | 0.38% | 100 | -7,622 | -3.68% | Q4 2025 | Feb 11, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 196,142 | 50,594 | 1.25% | 1.18% | 101 | +17,636 | 9.88% | Q4 2025 | Feb 09, 2026 |
| NewEdge Advisors, LLC | History | Added to | 196,035 | 50,567 | 0.18% | 0.21% | 102 | +12,768 | 6.97% | Q4 2025 | Feb 18, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 193,410 | 49,890 | 0.11% | 0.11% | 103 | +10,938 | 5.99% | Q4 2025 | Feb 11, 2026 |
| CHOREO, LLC | History | Added to | 184,004 | 47,927 | 0.61% | 0.59% | 104 | +5,503 | 3.08% | Q4 2025 | Jan 23, 2026 |
| American Trust | History | Reduced | 185,395 | 47,822 | 4.02% | 4.1% | 105 | -5,531 | -2.9% | Q4 2025 | Feb 17, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 172,254 | 47,311 | 1.17% | 1.08% | 106 | +11,317 | 7.03% | Q4 2025 | Jan 28, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 177,519 | 45,791 | 0.61% | 0.61% | 107 | +3,810 | 2.19% | Q4 2025 | Jan 30, 2026 |
| ALPS ADVISORS INC | History | Reduced | 172,790 | 44,571 | 0.26% | 0.25% | 108 | -755 | -0.44% | Q4 2025 | Feb 12, 2026 |
| Johnson Financial Group, LLC | History | Added to | 172,775 | 44,567 | 2.76% | 2.65% | 109 | +58,669 | 51.42% | Q4 2025 | Feb 10, 2026 |
| MilWealth Group LLC | History | Added to | 172,321 | 44,450 | 10.58% | 10.56% | 110 | +1,926 | 1.13% | Q4 2025 | Feb 02, 2026 |
| TCV Trust & Wealth Management, Inc. | History | Added to | 171,826 | 44,322 | 3.58% | 3.62% | 111 | +1,958 | 1.15% | Q4 2025 | Jan 23, 2026 |
| Garde Capital, Inc. | History | Added to | 169,950 | 43,838 | 2.6% | 2.1% | 112 | +572 | 0.34% | Q4 2025 | Feb 10, 2026 |
| Ballast, Inc. | History | Added to | 169,204 | 43,646 | 10.22% | 10.32% | 113 | +1,768 | 1.06% | Q4 2025 | Feb 03, 2026 |
| REGIONS FINANCIAL CORP | History | New | 168,052 | 43,349 | 0.28% | — | 114 | +168,052 | New | Q4 2025 | Jan 27, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 164,906 | 42,537 | 0.23% | 0.17% | 115 | +32,135 | 24.2% | Q4 2025 | Jan 29, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 159,426 | 41,123 | 0.71% | 0.78% | 116 | +15,115 | 10.47% | Q4 2025 | Feb 19, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Added to | 158,310 | 40,836 | 2.81% | 2.97% | 117 | +2,852 | 1.83% | Q4 2025 | Feb 02, 2026 |
| Parallel Advisors, LLC | History | Reduced | 157,169 | 40,553 | 0.74% | 0.74% | 118 | -930 | -0.59% | Q4 2025 | Feb 11, 2026 |
| Compound Planning, Inc. | History | Added to | 154,846 | 39,942 | 1.17% | 1.24% | 119 | +3,551 | 2.35% | Q4 2025 | Feb 19, 2026 |
| Avior Wealth Management, LLC | History | Added to | 153,865 | 39,663 | 1.24% | 1.21% | 120 | +6,019 | 4.07% | Q4 2025 | Jan 06, 2026 |
| Clark Asset Management, LLC | History | Added to | 153,222 | 39,523 | 4.1% | 4.06% | 121 | +15,778 | 11.48% | Q4 2025 | Jan 27, 2026 |
| Wealthquest Corp | History | Added to | 152,042 | 39,219 | 2.96% | 3.03% | 122 | +2,478 | 1.66% | Q4 2025 | Feb 09, 2026 |
| MPS Loria Financial Planners, LLC | History | Added to | 151,840 | 39,166 | 10.07% | 10.1% | 123 | +2,365 | 1.58% | Q4 2025 | Feb 03, 2026 |
| Legacy Financial Group LLC | History | Reduced | 143,618 | 39,088 | 4.83% | 4.82% | 124 | -1,283 | -0.89% | Q4 2025 | Feb 05, 2026 |
| Connecticut Wealth Management, LLC | History | Reduced | 149,803 | 38,641 | 1.68% | 1.76% | 125 | -6,152 | -3.94% | Q4 2025 | Feb 12, 2026 |
| Investments & Financial Planning, LLC | History | Reduced | 149,742 | 38,625 | 20.73% | 20.99% | 126 | -3,025 | -1.98% | Q4 2025 | Feb 23, 2026 |
| Tidal Investments LLC | History | Added to | 149,316 | 38,516 | 0.09% | 0.04% | 127 | +77,764 | 108.68% | Q4 2025 | Feb 13, 2026 |
| &PARTNERS | History | Added to | 148,238 | 38,337 | 0.2% | 0.19% | 128 | +29,561 | 24.91% | Q4 2025 | Feb 17, 2026 |
| AMG National Trust Bank | History | Added to | 147,512 | 38,050 | 0.9% | 0.83% | 129 | +12,775 | 9.48% | Q4 2025 | Jan 30, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 146,498 | 37,789 | 0.26% | 0.25% | 130 | +29,207 | 24.9% | Q4 2025 | Feb 18, 2026 |
| Mountain Capital Investment Advisors Inc. | History | Added to | 136,449 | 37,477 | 6.04% | 5.89% | 131 | +5,242 | 4.0% | Q4 2025 | Jan 28, 2026 |
| Aufman Associates Inc | History | Reduced | 144,241 | 37,206 | 19.07% | 20.67% | 132 | -215 | -0.15% | Q4 2025 | Feb 11, 2026 |
| HERITAGE INVESTORS MANAGEMENT CORP | History | Reduced | 144,028 | 37,152 | 1.08% | 1.1% | 133 | -1,189 | -0.82% | Q4 2025 | Feb 06, 2026 |
| Lido Advisors, LLC | History | Added to | 144,446 | 37,019 | 0.11% | 0.1% | 134 | +22,269 | 18.23% | Q4 2025 | Feb 10, 2026 |
| Apella Capital, LLC | History | Added to | 140,905 | 36,346 | 0.72% | 0.77% | 135 | +4,341 | 3.18% | Q4 2025 | Jan 21, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | Added to | 137,938 | 35,581 | 5.25% | 5.36% | 136 | +544 | 0.4% | Q4 2025 | Feb 03, 2026 |
| Scott Capital Advisors, LLC | History | Reduced | 134,837 | 34,781 | 7.71% | 7.88% | 137 | -187 | -0.14% | Q4 2025 | Jan 12, 2026 |
| Capital Asset Advisory Services LLC | History | Added to | 128,405 | 34,593 | 1.39% | 1.36% | 138 | +4,149 | 3.34% | Q4 2025 | Jan 09, 2026 |
| MOLLER WEALTH PARTNERS | History | Reduced | 132,483 | 34,173 | 7.16% | 7.04% | 139 | -286 | -0.22% | Q4 2025 | Jan 08, 2026 |
| CBIZ Investment Advisory Services, LLC | History | Added to | 132,471 | 34,170 | 1.29% | 1.31% | 140 | +1,057 | 0.8% | Q4 2025 | Feb 09, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 130,888 | 33,762 | 0.0% | 0.0% | 141 | -998 | -0.76% | Q4 2025 | Feb 17, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 130,665 | 33,705 | 0.21% | 0.19% | 142 | +14,537 | 12.52% | Q4 2025 | Jan 29, 2026 |
| AA Financial Advisors, LLC | History | Added to | 130,593 | 33,686 | 6.23% | 6.5% | 143 | +545 | 0.42% | Q4 2025 | Jan 14, 2026 |
| Whelan Financial | History | Reduced | 129,440 | 33,389 | 10.43% | 10.44% | 144 | -144 | -0.11% | Q4 2025 | Feb 02, 2026 |
| NORTHEAST INVESTMENT MANAGEMENT | History | Added to | 128,597 | 33,171 | 1.3% | 1.29% | 145 | +3,019 | 2.4% | Q4 2025 | Feb 04, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 126,419 | 32,609 | 5.93% | 0.51% | 146 | +130 | 0.1% | Q4 2025 | Mar 04, 2026 |
| Randolph Co Inc | History | Added to | 126,190 | 32,550 | 3.12% | 3.11% | 147 | +198 | 0.16% | Q4 2025 | Feb 11, 2026 |
| SCS Capital Management LLC | History | Reduced | 125,385 | 32,343 | 0.34% | 0.38% | 148 | -11,027 | -8.08% | Q4 2025 | Feb 10, 2026 |
| Waverly Advisors, LLC | History | Added to | 125,200 | 32,295 | 0.26% | 0.11% | 149 | +80,999 | 183.25% | Q4 2025 | Feb 17, 2026 |
| NewEdge Wealth, LLC | History | Added to | 124,586 | 32,136 | 0.36% | 0.43% | 150 | +7,662 | 6.55% | Q4 2025 | Feb 03, 2026 |
| Arax Advisory Partners | History | New | 124,526 | 32,121 | 0.94% | — | 151 | +124,526 | New | Q4 2025 | Feb 13, 2026 |
| Brown Financial Advisory | History | Added to | 124,007 | 31,987 | 16.17% | 15.9% | 152 | +4,570 | 3.83% | Q4 2025 | Jan 29, 2026 |
| CHATHAM CAPITAL GROUP, INC. | History | Reduced | 123,668 | 31,900 | 4.54% | 5.06% | 153 | -14,580 | -10.55% | Q4 2025 | Jan 14, 2026 |
| WP Advisors, LLC | History | Reduced | 123,091 | 31,751 | 7.91% | 8.48% | 154 | -8,168 | -6.22% | Q4 2025 | Jan 28, 2026 |
| BLUESTEM FINANCIAL ADVISORS, LLC | History | Added to | 121,099 | 31,237 | 12.07% | 12.04% | 155 | +54 | 0.04% | Q4 2025 | Jan 21, 2026 |
| ST GERMAIN D J CO INC | History | Reduced | 120,684 | 31,130 | 1.21% | 1.24% | 156 | -743 | -0.61% | Q4 2025 | Jan 29, 2026 |
| Wolff Financial Management LLC | History | Added to | 120,425 | 31,063 | 6.99% | 6.95% | 157 | +2,724 | 2.31% | Q4 2025 | Feb 06, 2026 |
| Savant Capital, LLC | History | Added to | 119,543 | 30,836 | 0.18% | 0.12% | 158 | +41,110 | 52.41% | Q4 2025 | Feb 10, 2026 |
| Composition Wealth, LLC | History | Reduced | 119,442 | 30,810 | 0.44% | 0.47% | 159 | -4,483 | -3.62% | Q4 2025 | Feb 02, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 118,770 | 30,636 | 0.18% | 0.21% | 160 | +1,308 | 1.11% | Q4 2025 | Feb 17, 2026 |
| ASSOCIATED BANC-CORP | History | Added to | 118,078 | 30,458 | 0.78% | 0.71% | 161 | +12,585 | 11.93% | Q4 2025 | Feb 06, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 116,804 | 30,129 | 0.73% | 0.65% | 162 | +12,490 | 11.97% | Q4 2025 | Feb 13, 2026 |
| Brookstone Capital Management | History | Added to | 116,671 | 30,095 | 0.34% | 0.33% | 163 | +8,710 | 8.07% | Q4 2025 | Jan 15, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 116,667 | 30,094 | 0.22% | 0.21% | 164 | +10,386 | 9.77% | Q4 2025 | Feb 12, 2026 |
| EP Wealth Advisors, LLC | History | New | 115,796 | 29,869 | 0.16% | — | 165 | +115,796 | New | Q4 2025 | Feb 18, 2026 |
| CWM, LLC | History | Reduced | 113,423 | 29,258 | 0.08% | 0.09% | 166 | -2,764 | -2.38% | Q4 2025 | Jan 26, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 113,387 | 29,248 | 0.0% | 0.0% | 167 | +22,236 | 24.39% | Q4 2025 | Feb 17, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Reduced | 111,104 | 28,659 | 1.19% | 1.22% | 168 | -1,977 | -1.75% | Q4 2025 | Feb 09, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 110,608 | 28,554 | 0.02% | — | 169 | +110,608 | New | Q4 2025 | Feb 13, 2026 |
| BANK OF HAWAII | History | Added to | 110,201 | 28,426 | 1.4% | 1.39% | 170 | +534 | 0.49% | Q4 2025 | Mar 03, 2026 |
| SEARCY FINANCIAL SERVICES INC /ADV | History | Added to | 109,261 | 28,183 | 10.45% | 10.41% | 171 | +1,529 | 1.42% | Q4 2025 | Jan 22, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 108,819 | 28,069 | 0.32% | 0.33% | 172 | -1,703 | -1.54% | Q4 2025 | Jan 21, 2026 |
| Procyon Advisors, LLC | History | Reduced | 108,810 | 28,067 | 1.39% | 1.64% | 173 | -372 | -0.34% | Q4 2025 | Jan 07, 2026 |
| Howard Capital Management Group, LLC | History | Reduced | 106,809 | 27,551 | 1.74% | 1.73% | 174 | -955 | -0.89% | Q4 2025 | Jan 16, 2026 |
| SP Asset Management LLC | History | Reduced | 104,542 | 26,966 | 2.13% | 2.16% | 175 | -2,267 | -2.12% | Q4 2025 | Jan 28, 2026 |
| BLB&B Advisors, LLC | History | Reduced | 104,165 | 26,869 | 1.12% | 1.18% | 176 | -3,205 | -2.99% | Q4 2025 | Jan 26, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 101,507 | 26,183 | 0.33% | 0.34% | 177 | -4,333 | -4.09% | Q4 2025 | Feb 05, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Added to | 101,104 | 26,079 | 1.65% | 1.63% | 178 | +2,804 | 2.85% | Q4 2025 | Jan 23, 2026 |
| MBE Wealth Management, LLC | History | Added to | 100,952 | 26,040 | 10.9% | 10.9% | 179 | +1,825 | 1.84% | Q4 2025 | Jan 21, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 98,749 | 25,472 | 0.14% | 0.15% | 180 | -5,424 | -5.21% | Q4 2025 | Feb 12, 2026 |
| Summit Financial, LLC | History | Added to | 98,231 | 25,338 | 0.37% | 0.38% | 181 | +1,126 | 1.16% | Q4 2025 | Feb 13, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | Added to | 97,187 | 25,069 | 1.57% | 1.6% | 182 | +2,222 | 2.34% | Q4 2025 | Jan 21, 2026 |
| 3Chopt Investment Partners, LLC | History | Added to | 97,022 | 25,026 | 5.61% | 5.52% | 183 | +1,975 | 2.08% | Q4 2025 | Feb 10, 2026 |
| BROWN ADVISORY INC | History | Added to | 96,323 | 24,846 | 0.03% | 0.03% | 184 | +29 | 0.03% | Q4 2025 | Feb 13, 2026 |
| BURRUS FINANCIAL SERVICES, INC. | History | Added to | 287,513 | 24,831 | 14.12% | 10.02% | 185 | +201,591 | 234.62% | Q4 2025 | Jan 30, 2026 |
| BESSEMER GROUP INC | History | Reduced | 94,158 | 24,289 | 0.04% | 0.09% | 186 | -148,191 | -61.15% | Q4 2025 | Feb 05, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 93,768 | 24,187 | 0.01% | 0.01% | 187 | +16,277 | 21.01% | Q4 2025 | Feb 17, 2026 |
| Cyndeo Wealth Partners, LLC | History | Added to | 92,620 | 23,891 | 1.29% | 1.24% | 188 | +4,971 | 5.67% | Q4 2025 | Jan 07, 2026 |
| WBH ADVISORY INC | History | Reduced | 92,302 | 23,809 | 1.76% | 1.8% | 189 | -427 | -0.46% | Q4 2025 | Jan 26, 2026 |
| Financial Engines Advisors L.L.C. | History | Added to | 91,868 | 23,697 | 0.04% | 0.04% | 190 | +1,166 | 1.29% | Q4 2025 | Feb 12, 2026 |
| Cadence Bank | History | Added to | 89,357 | 23,049 | 1.35% | 1.3% | 191 | +5,408 | 6.44% | Q4 2025 | Jan 30, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | New | 88,869 | 22,923 | 0.48% | — | 192 | +88,869 | New | Q4 2025 | Feb 17, 2026 |
| Glenview Trust Co | History | Reduced | 88,586 | 22,850 | 0.35% | 0.36% | 193 | -1,166 | -1.3% | Q4 2025 | Feb 09, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 87,749 | 22,634 | 1.46% | 1.41% | 194 | +5,082 | 6.15% | Q4 2025 | Feb 03, 2026 |
| Circle Wealth Management, LLC | History | Added to | 87,586 | 22,592 | 0.35% | 0.19% | 195 | +48,700 | 125.24% | Q4 2025 | Feb 13, 2026 |
| Hurlow Wealth Management Group, Inc. | History | Added to | 87,449 | 22,557 | 5.52% | 5.7% | 196 | +908 | 1.05% | Q4 2025 | Feb 17, 2026 |
| MONTAG A & ASSOCIATES INC | History | Reduced | 86,859 | 22,405 | 1.02% | 1.08% | 197 | -4,968 | -5.41% | Q4 2025 | Feb 02, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Added to | 85,736 | 22,331 | 0.29% | 0.14% | 198 | +41,519 | 93.9% | Q4 2025 | Feb 03, 2026 |
| Curran Financial Partners, LLC | History | Added to | 86,511 | 22,315 | 4.24% | 3.81% | 199 | +10,756 | 14.2% | Q4 2025 | Jan 22, 2026 |
| HB Wealth Management, LLC | History | Added to | 85,990 | 22,181 | 0.14% | 0.14% | 200 | +2,861 | 3.44% | Q4 2025 | Jan 28, 2026 |
| Summit Trail Advisors, LLC | History | Reduced | 85,594 | 22,079 | 0.38% | 0.33% | 201 | -7,107 | -7.67% | Q4 2025 | Feb 17, 2026 |
| Crewe Advisors LLC | History | No change | 85,513 | 22,058 | 1.95% | 2.08% | 202 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Koesten, Hirschmann & Crabtree, INC. | History | Reduced | 84,697 | 21,847 | 10.75% | 10.39% | 203 | -942 | -1.1% | Q4 2025 | Feb 09, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 83,925 | 21,648 | 0.38% | 0.49% | 204 | +1,370 | 1.66% | Q4 2025 | Feb 09, 2026 |
| AlphaCore Capital LLC | History | Added to | 83,303 | 21,488 | 0.48% | 0.49% | 205 | +26,263 | 46.04% | Q4 2025 | Feb 05, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 83,002 | 21,410 | 0.26% | 0.32% | 206 | -28,119 | -25.3% | Q4 2025 | Feb 11, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Added to | 82,749 | 21,345 | 0.06% | 0.05% | 207 | +3,710 | 4.69% | Q4 2025 | Feb 17, 2026 |
| BCK Partners, Inc. | History | Reduced | 82,019 | 21,156 | 11.43% | 11.54% | 208 | -2,271 | -2.69% | Q4 2025 | Jan 28, 2026 |
| MBM WEALTH CONSULTANTS, LLC | History | Added to | 81,626 | 21,055 | 5.01% | 5.12% | 209 | +462 | 0.57% | Q4 2025 | Jan 26, 2026 |
| StoneX Group Inc. | History | Added to | 81,562 | 21,038 | 0.91% | 0.89% | 210 | +1,198 | 1.49% | Q4 2025 | Feb 12, 2026 |
| ASPIRIANT, LLC | History | Added to | 81,513 | 21,026 | 0.6% | 0.59% | 211 | +6,246 | 8.3% | Q4 2025 | Jan 20, 2026 |
| Nuveen, LLC | History | Reduced | 81,080 | 20,914 | 0.01% | 0.01% | 212 | -27,800 | -25.53% | Q4 2025 | Feb 12, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Reduced | 80,411 | 20,741 | 0.39% | 0.44% | 213 | -6,425 | -7.4% | Q4 2025 | Feb 10, 2026 |
| Whitegate Investment Counselors, Inc. | History | Added to | 80,010 | 20,638 | 6.45% | 6.64% | 214 | +639 | 0.81% | Q4 2025 | Feb 10, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 79,687 | 20,555 | 0.07% | 0.07% | 215 | +4,995 | 6.69% | Q4 2025 | Feb 06, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Added to | 79,554 | 20,520 | 0.9% | 0.87% | 216 | +4,080 | 5.41% | Q4 2025 | Jan 29, 2026 |
| TECTONIC ADVISORS LLC | History | Added to | 79,357 | 20,470 | 1.08% | 1.03% | 217 | +4,863 | 6.53% | Q4 2025 | Jan 23, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Reduced | 79,308 | 20,457 | 1.83% | 2.16% | 218 | -3,456 | -4.18% | Q4 2025 | Jan 30, 2026 |
| Financial Synergies Wealth Advisors, Inc. | History | Reduced | 79,060 | 20,393 | 1.97% | 2.05% | 219 | -437 | -0.55% | Q4 2025 | Feb 06, 2026 |
| Noble Family Wealth, LLC | History | Added to | 78,920 | 20,357 | 4.29% | 3.85% | 220 | +10,177 | 14.8% | Q4 2025 | Jan 07, 2026 |
| DeDora Capital, Inc. | History | Added to | 78,867 | 20,343 | 4.82% | 4.7% | 221 | +2,350 | 3.07% | Q4 2025 | Jan 22, 2026 |
| Twele Capital Management, Inc. | History | Added to | 78,139 | 20,155 | 3.6% | 3.65% | 222 | +404 | 0.52% | Q4 2025 | Jan 09, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 77,696 | 20,041 | 0.64% | 0.67% | 223 | +47 | 0.06% | Q4 2025 | Jan 12, 2026 |
| Compton Wealth Advisory Group, LLC | History | Reduced | 77,122 | 19,893 | 4.35% | 4.64% | 224 | -1,688 | -2.14% | Q4 2025 | Jan 13, 2026 |
| Charles Schwab Trust Co | History | Reduced | 76,433 | 19,715 | 1.3% | 1.34% | 225 | -950 | -1.23% | Q4 2025 | Jan 09, 2026 |
| Roof Eidam Maycock Peralta, LLC | History | Reduced | 75,146 | 19,383 | 4.39% | 4.68% | 226 | -528 | -0.7% | Q4 2025 | Jan 26, 2026 |
| Elm Partners Management LLC | History | Reduced | 74,845 | 19,306 | 0.88% | 0.98% | 227 | -2,164 | -2.81% | Q4 2025 | Feb 10, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Added to | 74,674 | 19,262 | 0.54% | 0.54% | 228 | +165 | 0.22% | Q4 2025 | Jan 12, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 74,620 | 19,248 | 0.21% | 0.21% | 229 | +6,185 | 9.04% | Q4 2025 | Feb 02, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 73,463 | 18,949 | 0.23% | 0.24% | 230 | -29,989 | -28.99% | Q4 2025 | Feb 13, 2026 |
| Drucker Wealth 3.0, LLC | History | Added to | 73,093 | 18,854 | 3.31% | 3.26% | 231 | +977 | 1.35% | Q4 2025 | Feb 03, 2026 |
| SAM Advisors, LLC | History | Added to | 72,561 | 18,717 | 5.92% | 5.89% | 232 | +643 | 0.89% | Q4 2025 | Feb 12, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 72,085 | 18,594 | 0.36% | 0.36% | 233 | +1,244 | 1.76% | Q4 2025 | Feb 12, 2026 |
| Strategic Investment Advisors / MI | History | Added to | 71,858 | 18,539 | 1.6% | 1.59% | 234 | +71,808 | 143616.0% | Q4 2025 | Feb 17, 2026 |
| SAGE RHINO CAPITAL LLC | History | Added to | 71,749 | 18,507 | 3.49% | 3.49% | 235 | +773 | 1.09% | Q4 2025 | Jan 30, 2026 |
| Marietta Wealth Management, LLC | History | Added to | 71,456 | 18,431 | 2.13% | 2.21% | 236 | +468 | 0.66% | Q4 2025 | Jan 28, 2026 |
| Stephens Consulting, LLC | History | Added to | 71,033 | 18,323 | 5.92% | 0.92% | 237 | +60,417 | 569.11% | Q4 2025 | Jan 13, 2026 |
| Fiduciary Wealth Partners, LLC | History | Reduced | 70,887 | 18,285 | 7.5% | 7.59% | 238 | -221 | -0.31% | Q4 2025 | Jan 28, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 69,662 | 17,969 | 0.01% | 0.01% | 239 | -2,686 | -3.71% | Q4 2025 | Feb 17, 2026 |
| Crane Advisory, LLC | History | Reduced | 65,994 | 17,964 | 2.72% | 2.86% | 240 | -5,285 | -7.41% | Q4 2025 | Jan 15, 2026 |
| McIlrath & Eck, LLC | History | Added to | 69,557 | 17,942 | 1.67% | 1.7% | 241 | +4,978 | 7.71% | Q4 2025 | Feb 03, 2026 |
| Allworth Financial LP | History | New | 69,310 | 17,878 | 0.07% | — | 242 | +69,310 | New | Q4 2025 | Feb 05, 2026 |
| Wealthspire Retirement, LLC | History | Added to | 69,135 | 17,833 | 1.08% | 1.11% | 243 | +814 | 1.19% | Q4 2025 | Feb 18, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 68,728 | 17,728 | 0.1% | 0.09% | 244 | +5,161 | 8.12% | Q4 2025 | Feb 11, 2026 |
| Acropolis Investment Management, LLC | History | Reduced | 68,467 | 17,661 | 0.79% | 0.85% | 245 | -2,008 | -2.85% | Q4 2025 | Jan 14, 2026 |
| RAINEY & RANDALL WEALTH ADVISORS INC. | History | Added to | 68,419 | 17,648 | 2.88% | 2.7% | 246 | +5,057 | 7.98% | Q4 2025 | Jan 27, 2026 |
| Gemmer Asset Management LLC | History | Reduced | 68,354 | 17,632 | 1.36% | 1.4% | 247 | -92 | -0.13% | Q4 2025 | Jan 23, 2026 |
| GOLDEN ROAD ADVISORS LLC | History | Reduced | 68,122 | 17,572 | 10.0% | 10.12% | 248 | -630 | -0.92% | Q4 2025 | Feb 02, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Added to | 64,451 | 17,363 | 0.36% | 0.35% | 249 | +70 | 0.11% | Q4 2025 | Jan 26, 2026 |
| Abound Wealth Management | History | Added to | 67,193 | 17,332 | 4.06% | 4.25% | 250 | +391 | 0.59% | Q4 2025 | Jan 12, 2026 |
| INSPIRION WEALTH ADVISORS, LLC | History | Added to | 66,971 | 17,275 | 2.12% | 0.07% | 251 | +64,792 | 2973.47% | Q4 2025 | Jan 09, 2026 |
| World Investment Advisors | History | Added to | 66,846 | 17,242 | 0.28% | 0.25% | 252 | +19,436 | 41.0% | Q4 2025 | Mar 12, 2026 |
| AGF MANAGEMENT LTD | History | Reduced | 66,579 | 17,174 | 0.07% | 0.07% | 253 | -368 | -0.55% | Q4 2025 | Feb 17, 2026 |
| Atria Investments, Inc | History | Reduced | 65,352 | 16,857 | 0.19% | 0.2% | 254 | -4,616 | -6.6% | Q4 2025 | Feb 05, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 64,584 | 16,659 | 0.21% | 0.22% | 255 | -1,112 | -1.69% | Q4 2025 | Jan 29, 2026 |
| AJ Advisors, LLC | History | Added to | 64,044 | 16,520 | 6.1% | 6.35% | 256 | +3,075 | 5.04% | Q4 2025 | Jan 21, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 63,820 | 16,462 | 0.19% | 0.21% | 257 | +15,441 | 31.92% | Q4 2025 | Jan 29, 2026 |
| True North Advisors, LLC | History | New | 63,812 | 16,460 | 2.13% | — | 258 | +63,812 | New | Q4 2025 | Jan 22, 2026 |
| Cresset Asset Management, LLC | History | Added to | 63,036 | 16,260 | 0.07% | 0.07% | 259 | +2,226 | 3.66% | Q4 2025 | Feb 17, 2026 |
| Nelson Capital Management, LLC | History | Reduced | 62,859 | 16,214 | 1.9% | 1.91% | 260 | -356 | -0.56% | Q4 2025 | Feb 10, 2026 |
| Wealth Architects, LLC | History | Reduced | 62,056 | 16,007 | 1.44% | 1.5% | 261 | -586 | -0.94% | Q4 2025 | Feb 17, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Added to | 61,622 | 15,895 | 0.13% | 0.12% | 262 | +4,057 | 7.05% | Q4 2025 | Feb 13, 2026 |
| BURLING WEALTH PARTNERS, LLC | History | Added to | 60,785 | 15,679 | 2.44% | 2.41% | 263 | +3,451 | 6.02% | Q4 2025 | Feb 06, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 60,762 | 15,673 | 0.04% | 0.04% | 264 | +1,162 | 1.95% | Q4 2025 | Feb 17, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | Reduced | 60,354 | 15,568 | 0.23% | 0.23% | 265 | -711 | -1.16% | Q4 2025 | Feb 12, 2026 |
| Tribridge Partners Financial LLC | History | Added to | 60,193 | 15,526 | 6.51% | 6.61% | 266 | +4,062 | 7.24% | Q4 2025 | Jan 26, 2026 |
| Wedmont Private Capital | History | Added to | 57,607 | 15,408 | 0.54% | 0.53% | 267 | +1,337 | 2.38% | Q4 2025 | Jan 08, 2026 |
| McAdam, LLC | History | Added to | 59,692 | 15,397 | 0.7% | 0.72% | 268 | +2,300 | 4.01% | Q4 2025 | Feb 13, 2026 |
| Plum Street Advisors, LLC | History | Added to | 58,842 | 15,178 | 5.41% | 5.62% | 269 | +1,570 | 2.74% | Q4 2025 | Feb 13, 2026 |
| Trust Co of the South | History | Reduced | 58,550 | 15,102 | 2.43% | 2.67% | 270 | -4,812 | -7.59% | Q4 2025 | Jan 05, 2026 |
| Aries Wealth Management | History | Added to | 58,035 | 14,970 | 3.31% | 3.14% | 271 | +5,890 | 11.3% | Q4 2025 | Jan 30, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 57,614 | 14,861 | 0.55% | 0.57% | 272 | +823 | 1.45% | Q4 2025 | Feb 06, 2026 |
| Capital Group Private Client Services, Inc. | History | Added to | 57,398 | 14,806 | 0.24% | 0.22% | 273 | +5,926 | 11.51% | Q4 2025 | Feb 11, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 56,994 | 14,701 | 0.31% | 0.31% | 274 | +2,679 | 4.93% | Q4 2025 | Feb 05, 2026 |
| Dunhill Financial, LLC | History | Added to | 57,382 | 14,660 | 3.59% | 3.37% | 275 | +6,569 | 12.93% | Q4 2025 | Jan 29, 2026 |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | History | Added to | 52,700 | 14,616 | 2.09% | 1.96% | 276 | +5,382 | 11.37% | Q4 2025 | Feb 11, 2026 |
| ALLIANZ SE | History | No change | 56,605 | 14,601 | 0.19% | 0.31% | 277 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| ATMOS ADVISORY, LLC | History | Added to | 56,579 | 14,594 | 8.46% | 8.33% | 278 | +2,817 | 5.24% | Q4 2025 | Jan 21, 2026 |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | History | Reduced | 56,415 | 14,552 | 0.64% | 0.84% | 279 | -20,976 | -27.1% | Q4 2025 | Feb 17, 2026 |
| ETF Portfolio Partners, Inc. | History | Added to | 56,025 | 14,451 | 3.73% | 3.73% | 280 | +942 | 1.71% | Q4 2025 | Jan 20, 2026 |
| GoalFusion Wealth Management, LLC | History | Added to | 55,882 | 14,414 | 6.67% | 6.69% | 281 | +770 | 1.4% | Q4 2025 | Jan 06, 2026 |
| White Wing Wealth Management | History | Added to | 55,341 | 14,275 | 8.52% | 8.61% | 282 | +955 | 1.76% | Q4 2025 | Jan 15, 2026 |
| RFG HOLDINGS, INC. | History | Added to | 54,863 | 14,152 | 3.55% | 3.52% | 283 | +1,223 | 2.28% | Q4 2025 | Jan 23, 2026 |
| McClarren Financial Advisors, Inc. | History | Added to | 55,648 | 14,135 | 8.43% | 8.65% | 284 | +1,734 | 3.22% | Q4 2025 | Jan 13, 2026 |
| Focused Wealth Management, Inc | History | Added to | 54,191 | 13,978 | 1.46% | 1.4% | 285 | +2,543 | 4.92% | Q4 2025 | Jan 29, 2026 |
| NorthRock Partners, LLC | History | Added to | 54,025 | 13,935 | 0.24% | 0.01% | 286 | +51,511 | 2048.97% | Q4 2025 | Feb 17, 2026 |
| VSM Wealth Advisory, LLC | History | Reduced | 53,889 | 13,900 | 4.17% | 4.35% | 287 | -1,118 | -2.03% | Q4 2025 | Feb 06, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 53,849 | 13,890 | 0.52% | 0.27% | 288 | +37,333 | 226.04% | Q4 2025 | Feb 04, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Reduced | 53,725 | 13,858 | 0.25% | 0.28% | 289 | -1,872 | -3.37% | Q4 2025 | Jan 16, 2026 |
| SAGE FINANCIAL GROUP INC | History | Added to | 53,169 | 13,714 | 0.91% | 0.91% | 290 | +817 | 1.56% | Q4 2025 | Jan 27, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | Added to | 50,012 | 13,613 | 0.92% | 0.81% | 291 | +9,415 | 23.19% | Q4 2025 | Feb 13, 2026 |
| Savvy Advisors, Inc. | History | Added to | 52,610 | 13,570 | 0.44% | 0.53% | 292 | +6,926 | 15.16% | Q4 2025 | Jan 20, 2026 |
| Rossmore Private Capital | History | Added to | 52,303 | 13,491 | 1.2% | 1.28% | 293 | +5,671 | 12.16% | Q4 2025 | Feb 05, 2026 |
| PDS Planning, Inc | History | Added to | 52,076 | 13,432 | 0.9% | 0.89% | 294 | +1,215 | 2.39% | Q4 2025 | Jan 26, 2026 |
| CRA Financial Services, LLC | History | Reduced | 51,887 | 13,384 | 1.75% | 2.2% | 295 | -11,377 | -17.98% | Q4 2025 | Jan 16, 2026 |
| Riverview Capital Advisers, LLC | History | Reduced | 51,834 | 13,370 | 4.05% | 3.85% | 296 | -510 | -0.97% | Q4 2025 | Feb 17, 2026 |
| Asset Management Group, Inc. | History | Added to | 51,805 | 13,363 | 2.16% | 2.14% | 297 | +271 | 0.53% | Q4 2025 | Feb 17, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 51,454 | 13,272 | 0.13% | 0.13% | 298 | +3,044 | 6.29% | Q4 2025 | Feb 13, 2026 |
| Clarity Wealth Advisors, LLC | History | Added to | 51,430 | 13,266 | 2.71% | 2.76% | 299 | +2,125 | 4.31% | Q4 2025 | Jan 23, 2026 |
| Sage Mountain Advisors LLC | History | Added to | 51,310 | 13,235 | 0.7% | 0.66% | 300 | +6,041 | 13.34% | Q4 2025 | Jan 23, 2026 |
| Quantinno Capital Management LP | History | Added to | 51,066 | 13,172 | 0.03% | 0.02% | 301 | +18,443 | 56.53% | Q4 2025 | Feb 17, 2026 |
| CAPITAL ADVISORS INC/OK | History | Reduced | 50,875 | 13,123 | 0.21% | 0.22% | 302 | -282 | -0.55% | Q4 2025 | Jan 15, 2026 |
| KTF INVESTMENTS, LLC | History | New | 50,638 | 13,062 | 2.15% | — | 303 | +50,638 | New | Q4 2025 | Jan 30, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 50,352 | 12,997 | 0.14% | 0.15% | 304 | -150 | -0.3% | Q4 2025 | Feb 02, 2026 |
| Arbor Wealth Advisors LLC | History | Added to | 50,370 | 12,993 | 9.26% | 9.56% | 305 | +10 | 0.02% | Q4 2025 | Jan 12, 2026 |
| Dakota Wealth Management | History | Added to | 50,223 | 12,955 | 0.23% | 0.07% | 306 | +36,771 | 273.35% | Q4 2025 | Jan 13, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 49,996 | 12,896 | 0.18% | 0.15% | 307 | +342 | 0.69% | Q4 2025 | Feb 02, 2026 |
| St. Louis Trust Co | History | Reduced | 49,927 | 12,878 | 1.48% | 1.59% | 308 | -228 | -0.45% | Q4 2025 | Feb 09, 2026 |
| WHITTIER TRUST CO | History | Reduced | 47,790 | 12,875 | 0.14% | 0.14% | 309 | -636 | -1.31% | Q4 2025 | Jan 26, 2026 |
| Bear Mountain Capital, Inc. | History | Reduced | 46,422 | 12,802 | 4.13% | 4.01% | 310 | -117 | -0.25% | Q4 2025 | Jan 22, 2026 |
| STALEY CAPITAL ADVISERS INC | History | Reduced | 49,374 | 12,735 | 0.53% | 0.52% | 311 | -298 | -0.6% | Q4 2025 | Feb 05, 2026 |
| IFC Advisors LLC | History | Added to | 49,283 | 12,712 | 1.86% | 0.05% | 312 | +48,201 | 4454.81% | Q4 2025 | Feb 12, 2026 |
| Roberts Wealth Advisors, LLC | History | Added to | 49,198 | 12,690 | 3.31% | 3.27% | 313 | +841 | 1.74% | Q4 2025 | Jan 13, 2026 |
| Vawter Financial, Ltd. | History | Added to | 48,725 | 12,568 | 5.31% | 5.54% | 314 | +735 | 1.53% | Q4 2025 | Feb 02, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 48,372 | 12,477 | 0.3% | 0.32% | 315 | -350 | -0.72% | Q4 2025 | Jan 29, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Reduced | 48,005 | 12,382 | 0.16% | 0.16% | 316 | -257 | -0.53% | Q4 2025 | Jan 22, 2026 |
| High Note Wealth, LLC | History | Added to | 47,793 | 12,328 | 2.41% | 2.4% | 317 | +668 | 1.42% | Q4 2025 | Feb 05, 2026 |
| Cherry Tree Wealth Management, LLC | History | Added to | 47,621 | 12,283 | 2.59% | 2.55% | 318 | +1,992 | 4.37% | Q4 2025 | Feb 10, 2026 |
| GeoWealth Management, LLC | History | Reduced | 47,492 | 12,250 | 0.45% | 0.45% | 319 | -969 | -2.0% | Q4 2025 | Feb 17, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 47,393 | 12,225 | 0.14% | 0.14% | 320 | +639 | 1.37% | Q4 2025 | Jan 20, 2026 |
| David Kennon Inc | History | Reduced | 47,353 | 12,214 | 4.34% | 4.38% | 321 | -483 | -1.01% | Q4 2025 | Jan 26, 2026 |
| Kathmere Capital Management, LLC | History | Added to | 47,246 | 12,187 | 0.82% | 0.85% | 322 | +114 | 0.24% | Q4 2025 | Jan 13, 2026 |
| Ballentine Partners, LLC | History | Added to | 47,101 | 12,149 | 0.17% | 0.16% | 323 | +565 | 1.21% | Q4 2025 | Feb 03, 2026 |
| INTEGRAL INVESTMENT ADVISORS, INC. | History | Added to | 47,077 | 12,143 | 3.01% | 3.17% | 324 | +783 | 1.69% | Q4 2025 | Feb 06, 2026 |
| PEDDOCK CAPITAL ADVISORS, LLC | History | Added to | 47,029 | 12,131 | 2.54% | 2.45% | 325 | +2,381 | 5.33% | Q4 2025 | Jan 21, 2026 |
| CANANDAIGUA NATIONAL BANK & TRUST CO | History | Reduced | 46,835 | 12,081 | 1.08% | 1.07% | 326 | -1,049 | -2.19% | Q4 2025 | Jan 30, 2026 |
| Mason & Associates, LLC | History | Reduced | 46,741 | 12,056 | 2.74% | 2.93% | 327 | -2,548 | -5.17% | Q4 2025 | Jan 21, 2026 |
| Smith & Howard Wealth Management, LLC | History | Reduced | 46,528 | 12,002 | 2.7% | 3.07% | 328 | -5,836 | -11.15% | Q4 2025 | Feb 03, 2026 |
| May Hill Capital, LLC | History | Added to | 46,438 | 11,978 | 1.57% | 1.89% | 329 | +21,063 | 83.01% | Q4 2025 | Feb 05, 2026 |
| Capital Planning LLC | History | Added to | 45,004 | 11,770 | 3.3% | 3.31% | 330 | +422 | 0.95% | Q4 2025 | Jan 23, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Reduced | 43,156 | 11,760 | 0.55% | 0.64% | 331 | -465 | -1.07% | Q4 2025 | Feb 03, 2026 |
| ARROW FINANCIAL CORP | History | Reduced | 45,248 | 11,671 | 1.16% | 1.23% | 332 | -2,114 | -4.46% | Q4 2025 | Feb 05, 2026 |
| DORVAL Corp | History | Added to | 45,204 | 11,660 | 3.72% | 3.64% | 333 | +1,967 | 4.55% | Q4 2025 | Jan 26, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Reduced | 45,192 | 11,657 | 0.7% | 0.72% | 334 | -3,737 | -7.64% | Q4 2025 | Jan 20, 2026 |
| Spectrum Financial Alliance Ltd LLC | History | Reduced | 45,190 | 11,656 | 2.3% | 2.84% | 335 | -395 | -0.87% | Q4 2025 | Jan 30, 2026 |
| James J. Burns & Company, LLC | History | Added to | 44,953 | 11,595 | 1.6% | 1.62% | 336 | +2,196 | 5.14% | Q4 2025 | Jan 23, 2026 |
| Caprock Group, LLC | History | Added to | 44,718 | 11,535 | 0.24% | 0.28% | 337 | +367 | 0.83% | Q4 2025 | Jan 28, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 44,315 | 11,430 | 0.12% | 0.12% | 338 | +13,825 | 45.34% | Q4 2025 | Jan 23, 2026 |
| Leeward Financial Partners, LLC | History | Added to | 44,292 | 11,425 | 3.21% | 3.16% | 339 | +675 | 1.55% | Q4 2025 | Feb 09, 2026 |
| HARBOR ADVISORY CORP /MA/ | History | Added to | 44,096 | 11,374 | 3.44% | 3.21% | 340 | +1,394 | 3.26% | Q4 2025 | Feb 06, 2026 |
| Cynosure Group, LLC | History | Reduced | 43,649 | 11,259 | 1.15% | 1.32% | 341 | -4,277 | -8.92% | Q4 2025 | Feb 17, 2026 |
| Fee-Only Financial Planning, L.C. | History | Reduced | 43,560 | 11,236 | 6.55% | 6.5% | 342 | -247 | -0.56% | Q4 2025 | Jan 26, 2026 |
| Archford Capital Strategies, LLC | History | Added to | 43,535 | 11,229 | 1.31% | 1.08% | 343 | +7,715 | 21.54% | Q4 2025 | Jan 15, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 43,506 | 11,222 | 0.29% | 0.32% | 344 | -2,839 | -6.13% | Q4 2025 | Jan 23, 2026 |
| Wealth Analytics Partners, LLC | History | New | 43,390 | 11,192 | 4.39% | — | 345 | +43,390 | New | Q4 2025 | Feb 17, 2026 |
| JDM Financial Group LLC | History | Added to | 90,503 | 11,173 | 4.34% | 4.59% | 346 | +44,476 | 96.63% | Q4 2025 | Feb 02, 2026 |
| Fonville Wealth Management LLC | History | Added to | 43,179 | 11,137 | 2.28% | 2.44% | 347 | +510 | 1.2% | Q4 2025 | Jan 23, 2026 |
| CSM Advisors, LLC | History | Added to | 43,102 | 11,117 | 0.3% | 0.27% | 348 | +5,198 | 13.71% | Q4 2025 | Feb 11, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 42,904 | 11,067 | 0.0% | 0.0% | 349 | +18,819 | 78.14% | Q4 2025 | Feb 17, 2026 |
| Agate Pass Investment Management, LLC | History | Added to | 42,875 | 11,059 | 4.11% | 4.06% | 350 | +915 | 2.18% | Q4 2025 | Jan 08, 2026 |
| NORTHSTAR ASSET MANAGEMENT Co | History | Added to | 42,761 | 11,030 | 2.34% | 2.31% | 351 | +457 | 1.08% | Q4 2025 | Jan 27, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 42,724 | 11,020 | 0.19% | 0.2% | 352 | -711 | -1.64% | Q4 2025 | Jan 22, 2026 |
| Madrona Financial Services, LLC | History | Added to | 42,603 | 10,989 | 2.35% | 2.37% | 353 | +391 | 0.93% | Q4 2025 | Jan 22, 2026 |
| Red Wave Investments LLC | History | Added to | 42,541 | 10,973 | 3.26% | 3.32% | 354 | +24 | 0.06% | Q4 2025 | Feb 06, 2026 |
| Berman McAleer LLC | History | Reduced | 42,161 | 10,875 | 1.49% | 1.58% | 355 | -2,163 | -4.88% | Q4 2025 | Feb 05, 2026 |
| FIDUCIARY ADVISORS, INC. | History | Added to | 42,123 | 10,865 | 8.26% | 8.41% | 356 | +1,164 | 2.84% | Q4 2025 | Jan 27, 2026 |
| Praetorian Wealth Management, Inc. | History | Reduced | 41,792 | 10,780 | 2.14% | 2.2% | 357 | -443 | -1.05% | Q4 2025 | Jan 14, 2026 |
| Discipline Wealth Solutions, LLC | History | Added to | 41,746 | 10,768 | 2.0% | 0.67% | 358 | +31,821 | 320.61% | Q4 2025 | Jan 26, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 41,687 | 10,753 | 0.19% | 0.23% | 359 | -2,072 | -4.74% | Q4 2025 | Jan 16, 2026 |
| HOGE FINANCIAL SERVICES, LLC | History | Added to | 41,430 | 10,686 | 5.76% | 5.76% | 360 | +1,925 | 4.87% | Q4 2025 | Jan 29, 2026 |
| Capital Management Associates, Inc | History | Added to | 41,414 | 10,682 | 2.36% | 1.9% | 361 | +13,783 | 49.88% | Q4 2025 | Jan 21, 2026 |
| Beacon Financial Strategies CORP | History | Added to | 41,311 | 10,656 | 5.95% | 6.19% | 362 | +77 | 0.19% | Q4 2025 | Jan 12, 2026 |
| TD Capital Management LLC | History | Reduced | 41,080 | 10,596 | 0.94% | 0.94% | 363 | -40 | -0.1% | Q4 2025 | Feb 26, 2026 |
| Horizons Wealth Management | History | Added to | 41,077 | 10,595 | 6.94% | 6.94% | 364 | +986 | 2.46% | Q4 2025 | Jan 05, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | Added to | 40,969 | 10,567 | 3.41% | 1.45% | 365 | +6,352 | 18.35% | Q4 2025 | Jan 27, 2026 |
| SAWGRASS ASSET MANAGEMENT LLC | History | Added to | 40,650 | 10,485 | 1.31% | 1.09% | 366 | +5,865 | 16.86% | Q4 2025 | Feb 09, 2026 |
| BOK Financial Private Wealth, Inc. | History | Reduced | 40,556 | 10,461 | 0.64% | 0.71% | 367 | -3,479 | -7.9% | Q4 2025 | Feb 06, 2026 |
| 25 LLC | History | Reduced | 40,247 | 10,381 | 3.29% | 4.57% | 368 | -12,494 | -23.69% | Q4 2025 | Jan 15, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 40,026 | 10,324 | 0.06% | 0.07% | 369 | -6,184 | -13.38% | Q4 2025 | Feb 09, 2026 |
| SouthState Bank Corp | History | Added to | 39,752 | 10,253 | 0.46% | 0.42% | 370 | +3,793 | 10.55% | Q4 2025 | Feb 11, 2026 |
| BRIDGES INVESTMENT MANAGEMENT INC | History | Reduced | 39,702 | 10,241 | 0.13% | 0.13% | 371 | -130 | -0.33% | Q4 2025 | Feb 10, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 39,640 | 10,225 | 0.81% | 0.79% | 372 | +5,549 | 16.28% | Q4 2025 | Jan 13, 2026 |
| CULBERTSON A N & CO INC | History | Reduced | 39,626 | 10,221 | 1.4% | 1.44% | 373 | -520 | -1.3% | Q4 2025 | Jan 21, 2026 |
| BlueSky Wealth Advisors, LLC | History | Reduced | 39,530 | 10,196 | 1.34% | 1.36% | 374 | -275 | -0.69% | Q4 2025 | Jan 26, 2026 |
| PETREDIS INVESTMENT ADVISORS LLC | History | Reduced | 39,433 | 10,171 | 0.8% | 0.81% | 375 | -525 | -1.31% | Q4 2025 | Jan 14, 2026 |
| Brick & Kyle, Associates | History | Reduced | 39,412 | 10,166 | 3.6% | 3.71% | 376 | -139 | -0.35% | Q4 2025 | Feb 13, 2026 |
| Beirne Wealth Consulting Services, LLC | History | Reduced | 39,384 | 10,159 | 2.94% | 2.47% | 377 | -1,033 | -2.56% | Q4 2025 | Jan 29, 2026 |
| Ellevest, Inc. | History | Added to | 39,351 | 10,150 | 1.4% | 1.38% | 378 | +1,395 | 3.68% | Q4 2025 | Feb 10, 2026 |
| Single Point Partners, LLC | History | Reduced | 39,285 | 10,133 | 2.0% | 2.03% | 379 | -24 | -0.06% | Q4 2025 | Jan 26, 2026 |
| Kearns & Associates LLC | History | Added to | 39,028 | 10,067 | 5.2% | 5.26% | 380 | +24 | 0.06% | Q4 2025 | Jan 08, 2026 |
| Brooklyn FI, LLC | History | Added to | 38,993 | 10,058 | 2.15% | 2.02% | 381 | +3,604 | 10.18% | Q4 2025 | Jan 21, 2026 |
| Empower Advisory Group, LLC | History | Added to | 38,984 | 10,055 | 0.03% | 0.02% | 382 | +4,511 | 13.09% | Q4 2025 | Feb 12, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 38,934 | 10,043 | 0.22% | 0.23% | 383 | +330 | 0.85% | Q4 2025 | Jan 27, 2026 |
| Napier Financial, LLC | History | New | 38,917 | 10,038 | 2.51% | — | 384 | +38,917 | New | Q4 2025 | Feb 11, 2026 |
| Chesley Taft & Associates LLC | History | Added to | 38,368 | 9,897 | 0.39% | 0.38% | 385 | +2,975 | 8.41% | Q4 2025 | Jan 14, 2026 |
| Code Waechter LLC | History | Reduced | 37,962 | 9,792 | 6.29% | 7.05% | 386 | -4,278 | -10.13% | Q4 2025 | Jan 26, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 37,724 | 9,730 | 0.52% | 0.51% | 387 | +2,376 | 6.72% | Q4 2025 | Jan 20, 2026 |
| Legacy Wealth Partners, LLC | History | New | 37,414 | 9,650 | 2.5% | — | 388 | +37,414 | New | Q4 2025 | Feb 17, 2026 |
| Cornerstone National Bank & Trust Co | History | Added to | 37,242 | 9,606 | 3.83% | 3.83% | 389 | +295 | 0.8% | Q4 2025 | Jan 29, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 37,145 | 9,581 | 0.15% | 0.15% | 390 | +859 | 2.37% | Q4 2025 | Feb 12, 2026 |
| Crusonia Wealth Advisors LLC | History | New | 37,079 | 9,564 | 2.1% | — | 391 | +37,079 | New | Q4 2025 | Feb 18, 2026 |
| TriaGen Wealth Management LLC | History | Added to | 37,004 | 9,545 | 2.47% | 2.42% | 392 | +516 | 1.41% | Q4 2025 | Jan 27, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | Reduced | 36,573 | 9,433 | 0.32% | 0.33% | 393 | -2,151 | -5.55% | Q4 2025 | Feb 12, 2026 |
| Black Diamond Financial, LLC | History | Reduced | 36,399 | 9,389 | 0.99% | 1.04% | 394 | -239 | -0.65% | Q4 2025 | Feb 03, 2026 |
| Field & Main Bank | History | Added to | 36,334 | 9,372 | 2.7% | 2.55% | 395 | +2,333 | 6.86% | Q4 2025 | Jan 28, 2026 |
| Financial Futures Ltd Liability Co. | History | Added to | 36,256 | 9,352 | 4.33% | 4.08% | 396 | +3,248 | 9.84% | Q4 2025 | Jan 23, 2026 |
| Evolution Wealth Advisors, LLC | History | Reduced | 36,224 | 9,343 | 0.94% | 1.24% | 397 | -27 | -0.07% | Q4 2025 | Jan 12, 2026 |
| Visionary Wealth Advisors | History | Added to | 35,963 | 9,276 | 0.42% | 0.42% | 398 | +664 | 1.88% | Q4 2025 | Feb 13, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 35,907 | 9,262 | 0.44% | 0.41% | 399 | -947 | -2.57% | Q4 2025 | Jan 21, 2026 |
| Sand Hill Global Advisors, LLC | History | Reduced | 35,875 | 9,254 | 0.32% | 0.32% | 400 | -407 | -1.12% | Q4 2025 | Feb 12, 2026 |
| Prospera Financial Services Inc | History | Added to | 35,710 | 9,232 | 0.15% | 0.16% | 401 | +17 | 0.05% | Q4 2025 | Feb 09, 2026 |
| Verum Partners LLC | History | Reduced | 35,703 | 9,209 | 1.86% | 1.93% | 402 | -68 | -0.19% | Q4 2025 | Jan 14, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 35,608 | 9,185 | 0.18% | 0.19% | 403 | -908 | -2.49% | Q4 2025 | Jan 14, 2026 |
| BOKF, NA | History | Reduced | 35,504 | 9,158 | 0.14% | 0.15% | 404 | -2,679 | -7.02% | Q4 2025 | Feb 03, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | Added to | 35,461 | 9,147 | 1.92% | 1.5% | 405 | +12,909 | 57.24% | Q4 2025 | Feb 13, 2026 |
| Mutual Advisors, LLC | History | Added to | 35,360 | 9,121 | 0.2% | 0.2% | 406 | +264 | 0.75% | Q4 2025 | Feb 02, 2026 |
| IFP Advisors, Inc | History | Added to | 35,273 | 9,098 | 0.2% | 0.22% | 407 | +1,987 | 5.97% | Q4 2025 | Feb 06, 2026 |
| Wealth Management Strategies, Inc. | History | Added to | 35,225 | 9,086 | 4.18% | 4.36% | 408 | +630 | 1.82% | Q4 2025 | Feb 17, 2026 |
| Haverford Trust Co | History | Added to | 35,167 | 9,071 | 0.08% | 0.08% | 409 | +159 | 0.45% | Q4 2025 | Feb 13, 2026 |
| VestGen Advisors, LLC | History | Reduced | 35,159 | 9,069 | 0.39% | 0.38% | 410 | -10,212 | -22.51% | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 35,102 | 9,054 | 0.0% | 0.0% | 411 | +2,275 | 6.93% | Q4 2025 | Feb 12, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Reduced | 35,076 | 9,047 | 0.1% | 0.11% | 413 | -3,602 | -9.31% | Q4 2025 | Feb 12, 2026 |
| Valmark Advisers, Inc. | History | Added to | 35,073 | 9,047 | 0.11% | 0.11% | 412 | +931 | 2.73% | Q4 2025 | Jan 26, 2026 |
| STEPH & CO | History | Reduced | 34,369 | 8,865 | 2.56% | 2.75% | 414 | -1,080 | -3.05% | Q4 2025 | Jan 23, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 34,017 | 8,860 | 0.34% | 0.04% | 415 | +31,527 | 1266.14% | Q4 2025 | Feb 13, 2026 |
| Thrive Wealth Management, LLC | History | Added to | 34,315 | 8,851 | 1.3% | 1.23% | 416 | +2,141 | 6.65% | Q4 2025 | Jan 12, 2026 |
| Orgel Wealth Management, LLC | History | Reduced | 34,183 | 8,817 | 0.19% | 0.21% | 417 | -2,566 | -6.98% | Q4 2025 | Jan 07, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 33,977 | 8,764 | 0.42% | 0.44% | 418 | +5,179 | 17.98% | Q4 2025 | Jan 28, 2026 |
| NWAM LLC | History | Reduced | 32,523 | 8,644 | 0.48% | 0.47% | 419 | -1,320 | -3.9% | Q4 2025 | Feb 04, 2026 |
| Sandy Cove Advisors, LLC | History | Reduced | 33,177 | 8,558 | 2.53% | 3.06% | 420 | -4,478 | -11.89% | Q4 2025 | Feb 09, 2026 |
| WESBANCO BANK INC | History | Reduced | 33,125 | 8,544 | 0.24% | 0.24% | 421 | -1,022 | -2.99% | Q4 2025 | Feb 03, 2026 |
| Gotham Asset Management, LLC | History | Added to | 33,047 | 8,524 | 0.03% | 0.03% | 422 | +9,326 | 39.32% | Q4 2025 | Feb 17, 2026 |
| Crestwood Advisors Group, LLC | History | Added to | 32,958 | 8,501 | 0.14% | 0.14% | 423 | +208 | 0.64% | Q4 2025 | Feb 03, 2026 |
| WALLER FINANCIAL PLANNING GROUP, INC | History | Reduced | 32,952 | 8,499 | 1.89% | 2.12% | 424 | -3,448 | -9.47% | Q4 2025 | Jan 13, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Reduced | 32,803 | 8,461 | 0.27% | 0.28% | 425 | -1,473 | -4.3% | Q4 2025 | Jan 30, 2026 |
| Five Pine Wealth Management | History | Added to | 32,750 | 8,447 | 5.42% | 5.56% | 426 | +404 | 1.25% | Q4 2025 | Jan 21, 2026 |
| Elite Financial, Inc. | History | Reduced | 32,646 | 8,421 | 3.83% | 3.82% | 427 | -45 | -0.14% | Q4 2025 | Feb 12, 2026 |
| Venture Visionary Partners LLC | History | Reduced | 32,263 | 8,396 | 0.27% | 0.3% | 428 | -1,971 | -5.76% | Q4 2025 | Feb 13, 2026 |
| WESCAP Management Group, Inc. | History | Reduced | 32,435 | 8,366 | 1.7% | 1.74% | 429 | -219 | -0.67% | Q4 2025 | Feb 11, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 32,377 | 8,351 | 0.27% | 0.26% | 430 | +2,631 | 8.84% | Q4 2025 | Feb 13, 2026 |
| Cambridge Advisors Inc. | History | Added to | 32,346 | 8,343 | 1.59% | 1.58% | 431 | +450 | 1.41% | Q4 2025 | Jan 21, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 32,189 | 8,303 | 0.15% | 0.19% | 432 | -1,690 | -4.99% | Q4 2025 | Feb 06, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 51,567 | 8,294 | 0.2% | 0.28% | 433 | -6,233 | -10.78% | Q4 2025 | Feb 11, 2026 |
| Oldfather Financial Services, LLC | History | Added to | 32,013 | 8,257 | 2.46% | 2.53% | 434 | +29 | 0.09% | Q4 2025 | Jan 16, 2026 |
| Capital Advantage, Inc. | History | Added to | 31,972 | 8,247 | 1.11% | 0.89% | 435 | +8,620 | 36.91% | Q4 2025 | Jan 07, 2026 |
| Evolution Advisers, Inc. | History | Added to | 31,866 | 8,219 | 3.56% | 3.54% | 437 | +959 | 3.1% | Q4 2025 | Jan 23, 2026 |
| HOWARD WEALTH MANAGEMENT, LLC | History | Added to | 31,862 | 8,219 | 3.59% | 3.71% | 436 | +133 | 0.42% | Q4 2025 | Jan 29, 2026 |
| Silverleafe Capital Partners, LLC | History | Reduced | 31,845 | 8,214 | 2.44% | 2.49% | 438 | -146 | -0.46% | Q4 2025 | Jan 12, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 31,737 | 8,186 | 0.26% | 0.25% | 439 | -1,586 | -4.76% | Q4 2025 | Jan 09, 2026 |
| Vise Technologies, Inc. | History | Added to | 31,433 | 8,108 | 0.16% | 0.15% | 440 | +15,930 | 102.75% | Q4 2025 | Feb 11, 2026 |
| Midwest Trust Co | History | Added to | 31,367 | 8,091 | 0.1% | 0.1% | 441 | +2,396 | 8.27% | Q4 2025 | Feb 04, 2026 |
| COZAD ASSET MANAGEMENT INC | History | Added to | 31,290 | 8,071 | 0.63% | 0.6% | 442 | +1,510 | 5.07% | Q4 2025 | Feb 13, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 31,148 | 8,034 | 0.02% | 0.02% | 443 | -397 | -1.26% | Q4 2025 | Feb 13, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 31,134 | 8,030 | 0.65% | 0.66% | 444 | +1,163 | 3.88% | Q4 2025 | Feb 12, 2026 |
| Prosperity Advisers, LLC | History | New | 31,129 | 8,029 | 6.63% | — | 445 | +31,129 | New | Q4 2025 | Jan 23, 2026 |
| Florida Trust Wealth Management Co | History | Reduced | 31,068 | 8,013 | 0.22% | 0.24% | 446 | -2,253 | -6.76% | Q4 2025 | Jan 20, 2026 |
| First Bancorp, Inc /ME/ | History | Added to | 30,920 | 7,975 | 4.24% | 4.04% | 447 | +1,065 | 3.57% | Q4 2025 | Jan 26, 2026 |
| Fi3 FINANCIAL ADVISORS, LLC | History | Reduced | 30,826 | 7,951 | 2.43% | 2.77% | 448 | -1,321 | -4.11% | Q4 2025 | Feb 06, 2026 |
| JNBA Financial Advisors | History | Added to | 30,821 | 7,950 | 0.69% | 0.71% | 449 | +140 | 0.46% | Q4 2025 | Jan 26, 2026 |
| Rinkey Investments | History | Added to | 30,813 | 7,948 | 2.02% | 2.07% | 450 | +160 | 0.52% | Q4 2025 | Feb 04, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 30,759 | 7,934 | 0.41% | 0.43% | 451 | -470 | -1.51% | Q4 2025 | Mar 04, 2026 |
| Latigo Investments, LLC | History | No change | 30,671 | 7,911 | 3.89% | 3.93% | 452 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Ancora Advisors LLC | History | Reduced | 30,636 | 7,902 | 0.16% | 0.16% | 453 | -131 | -0.43% | Q4 2025 | Feb 17, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Reduced | 30,631 | 7,901 | 0.01% | 0.01% | 454 | -365 | -1.18% | Q4 2025 | Feb 17, 2026 |
| Ramiah Investment Group | History | Added to | 30,355 | 7,830 | 7.67% | 7.11% | 455 | +2,081 | 7.36% | Q4 2025 | Jan 28, 2026 |
| Equity Wealth Partners, LLC | History | Added to | 30,354 | 7,829 | 5.08% | 3.39% | 456 | +13,939 | 84.92% | Q4 2025 | Jan 26, 2026 |
| Warwick Investment Management, Inc. | History | Added to | 30,284 | 7,811 | 1.2% | 1.32% | 457 | +336 | 1.12% | Q4 2025 | Jan 15, 2026 |
| FIDUCIENT ADVISORS LLC | History | Reduced | 30,199 | 7,789 | 0.97% | 0.99% | 458 | -2,936 | -8.86% | Q4 2025 | Feb 10, 2026 |
| Gilman Hill Asset Management, LLC | History | Reduced | 30,173 | 7,783 | 1.23% | 1.32% | 459 | -2,956 | -8.92% | Q4 2025 | Jan 12, 2026 |
| Roundview Capital LLC | History | Added to | 30,165 | 7,781 | 0.48% | 0.47% | 460 | +1,198 | 4.14% | Q4 2025 | Feb 09, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | Added to | 30,092 | 7,762 | 0.06% | 0.05% | 461 | +2,331 | 8.4% | Q4 2025 | Feb 17, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 29,934 | 7,721 | 0.09% | 0.09% | 462 | -641 | -2.1% | Q4 2025 | Feb 13, 2026 |
| BIP Wealth, LLC | History | Added to | 29,729 | 7,668 | 0.27% | 0.35% | 463 | +2,051 | 7.41% | Q4 2025 | Jan 21, 2026 |
| Arkos Global Advisors | History | Reduced | 29,656 | 7,650 | 0.98% | 0.96% | 464 | -122 | -0.41% | Q4 2025 | Feb 13, 2026 |
| Sovereign Financial Group, Inc. | History | Added to | 29,616 | 7,639 | 1.32% | 1.4% | 465 | +106 | 0.36% | Q4 2025 | Jan 07, 2026 |
| Texas Yale Capital Corp. | History | Added to | 29,612 | 7,638 | 0.23% | 0.2% | 466 | +4,588 | 18.33% | Q4 2025 | Feb 10, 2026 |
| Colony Family Offices, LLC | History | Reduced | 29,453 | 7,597 | 1.9% | 1.95% | 467 | -106 | -0.36% | Q4 2025 | Jan 22, 2026 |
| Johnson Bixby & Associates, LLC | History | Reduced | 29,436 | 7,593 | 0.94% | 1.09% | 468 | -4,061 | -12.12% | Q4 2025 | Jan 14, 2026 |
| GreatBanc Trust CO | History | Added to | 29,229 | 7,539 | 5.31% | 5.03% | 469 | +331 | 1.15% | Q4 2025 | Feb 12, 2026 |
| NavPoint Financial, Inc. | History | Added to | 29,184 | 7,527 | 3.22% | 3.85% | 470 | +316 | 1.09% | Q4 2025 | Jan 20, 2026 |
| LOGAN CAPITAL MANAGEMENT INC | History | No change | 29,176 | 7,525 | 0.32% | 0.31% | 471 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 29,161 | 7,522 | 0.04% | 0.04% | 472 | +530 | 1.85% | Q4 2025 | Feb 03, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | Added to | 28,808 | 7,430 | 2.25% | 2.2% | 473 | +500 | 1.77% | Q4 2025 | Feb 10, 2026 |
| Plus Group Wealth Advisors LLC | History | New | 28,778 | 7,423 | 8.23% | — | 474 | +28,778 | New | Q4 2025 | Feb 05, 2026 |
| Prepared Retirement Institute LLC | History | Reduced | 28,706 | 7,404 | 3.73% | 3.91% | 475 | -769 | -2.61% | Q4 2025 | Jan 29, 2026 |
| Annex Advisory Services, LLC | History | Reduced | 28,508 | 7,353 | 0.14% | 0.16% | 476 | -1,197 | -4.03% | Q4 2025 | Jan 26, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 28,248 | 7,286 | 0.48% | 0.49% | 477 | +298 | 1.07% | Q4 2025 | Jan 23, 2026 |
| Duncan Williams Asset Management, LLC | History | Added to | 26,621 | 7,245 | 1.8% | 1.8% | 478 | +1,407 | 5.58% | Q4 2025 | Feb 05, 2026 |
| FAMILY WEALTH PARTNERS, LLC | History | Reduced | 27,921 | 7,202 | 2.6% | 2.71% | 479 | -552 | -1.94% | Q4 2025 | Jan 14, 2026 |
| Creekside Partners | History | Reduced | 27,907 | 7,198 | 3.04% | 3.15% | 480 | -212 | -0.75% | Q4 2025 | Feb 13, 2026 |
| BEACON FINANCIAL PLANNING, INC | History | Added to | 27,889 | 7,193 | 3.47% | 3.5% | 481 | +1,323 | 4.98% | Q4 2025 | Jan 22, 2026 |
| BTG Pactual Asset Management US LLC | History | Added to | 30,244 | 7,167 | 0.7% | 0.32% | 482 | +992 | 3.39% | Q4 2025 | Feb 17, 2026 |
| Arcadia Wealth Management, LLC | History | Added to | 27,675 | 7,138 | 2.66% | 2.49% | 483 | +3,001 | 12.16% | Q4 2025 | Feb 03, 2026 |
| HighRoad Wealth Advisors, LLC | History | New | 27,633 | 7,128 | 6.81% | — | 484 | +27,633 | New | Q4 2025 | Jan 27, 2026 |
| WEBSTER BANK, N. A. | History | Reduced | 27,566 | 7,110 | 0.67% | 0.69% | 485 | -542 | -1.93% | Q4 2025 | Jan 23, 2026 |
| Rareview Capital LLC | History | Added to | 29,918 | 7,090 | 4.6% | 4.28% | 486 | +338 | 1.14% | Q4 2025 | Jan 29, 2026 |
| ARCADIA INVESTMENT ADVISORS LLC | History | Added to | 27,270 | 7,034 | 3.27% | 1.41% | 487 | +15,820 | 138.17% | Q4 2025 | Jan 15, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 27,002 | 6,965 | 0.34% | 0.37% | 488 | -3,114 | -10.34% | Q4 2025 | Jan 20, 2026 |
| Peterson Wealth Advisors, LLC | History | Reduced | 26,885 | 6,935 | 0.92% | 1.06% | 489 | -824 | -2.97% | Q4 2025 | Jan 09, 2026 |
| First PREMIER Bank | History | Added to | 26,596 | 6,860 | 1.57% | 1.43% | 490 | +1,838 | 7.42% | Q4 2025 | Jan 23, 2026 |
| Meeder Advisory Services, Inc. | History | Added to | 26,506 | 6,837 | 0.29% | 0.29% | 491 | +1,618 | 6.5% | Q4 2025 | Feb 11, 2026 |
| Permanent Capital Management, LP | History | Reduced | 26,423 | 6,815 | 1.33% | 3.11% | 492 | -38,870 | -59.53% | Q4 2025 | Jan 07, 2026 |
| Capital Advisors Wealth Management, LLC | History | Added to | 26,221 | 6,763 | 0.92% | 0.95% | 493 | +145 | 0.56% | Q4 2025 | Jan 21, 2026 |
| SEI INVESTMENTS CO | History | Added to | 25,974 | 6,699 | 0.01% | 0.01% | 494 | +7,548 | 40.96% | Q4 2025 | Feb 13, 2026 |
| Greenhouse Wealth Management, LLC | History | Added to | 25,917 | 6,685 | 3.95% | 3.94% | 495 | +120 | 0.47% | Q4 2025 | Jan 21, 2026 |
| Quaker Wealth Management, LLC | History | Added to | 25,820 | 6,660 | 2.11% | 2.09% | 496 | +522 | 2.06% | Q4 2025 | Jan 28, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | Added to | 25,813 | 6,658 | 0.06% | 0.04% | 497 | +8,048 | 45.3% | Q4 2025 | Feb 05, 2026 |
| Retirement Management Systems Inc. | History | New | 25,761 | 6,645 | 1.7% | — | 498 | +25,761 | New | Q4 2025 | Feb 12, 2026 |
| Continuum Advisory, LLC | History | Reduced | 25,653 | 6,617 | 0.66% | 0.71% | 499 | -863 | -3.25% | Q4 2025 | Feb 11, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 25,397 | 6,551 | 0.17% | 0.18% | 500 | -551 | -2.12% | Q4 2025 | Feb 17, 2026 |
| Accredited Investors Inc. | History | Reduced | 25,301 | 6,526 | 0.35% | 0.36% | 501 | -181 | -0.71% | Q4 2025 | Feb 05, 2026 |
| MACKENZIE FINANCIAL CORP | History | Added to | 25,070 | 6,517 | 0.01% | 0.01% | 502 | +1,215 | 5.09% | Q4 2025 | Feb 18, 2026 |
| Essex Financial Services, Inc. | History | Added to | 25,258 | 6,515 | 0.37% | 0.36% | 503 | +1,444 | 6.06% | Q4 2025 | Feb 10, 2026 |
| FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC | History | Reduced | 25,249 | 6,512 | 0.67% | 0.69% | 504 | -583 | -2.26% | Q4 2025 | Jan 30, 2026 |
| Ruggaard & Associates LLC | History | Reduced | 25,212 | 6,503 | 2.56% | 2.59% | 505 | -2,022 | -7.42% | Q4 2025 | Feb 20, 2026 |
| REAP Financial Group, LLC | History | Added to | 25,138 | 6,484 | 1.32% | 1.25% | 506 | +2,572 | 11.4% | Q4 2025 | Feb 10, 2026 |
| American Investment Services, Inc. | History | Reduced | 24,957 | 6,437 | 1.49% | 1.58% | 507 | -843 | -3.27% | Q4 2025 | Feb 13, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 24,855 | 6,413 | 0.05% | — | 508 | +24,855 | New | Q4 2025 | Feb 18, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Reduced | 24,754 | 6,386 | 0.13% | 0.11% | 509 | -473 | -1.87% | Q4 2025 | Feb 05, 2026 |
| Fifth Third Wealth Advisors LLC | History | Reduced | 24,744 | 6,382 | 0.22% | 0.23% | 510 | -184 | -0.74% | Q4 2025 | Jan 15, 2026 |
| Brightwater Advisory LLC | History | Reduced | 24,719 | 6,376 | 4.31% | 4.32% | 511 | -47 | -0.19% | Q4 2025 | Feb 12, 2026 |
| Family Investment Center, Inc. | History | Reduced | 24,708 | 6,373 | 1.29% | 1.32% | 512 | -324 | -1.29% | Q4 2025 | Jan 23, 2026 |
| PENNEY FINANCIAL, LLC | History | Added to | 24,650 | 6,358 | 2.45% | 2.63% | 513 | +1,550 | 6.71% | Q4 2025 | Jan 21, 2026 |
| White Lighthouse Investment Management Inc. | History | Added to | 24,585 | 6,341 | 0.89% | 0.92% | 514 | +824 | 3.47% | Q4 2025 | Feb 09, 2026 |
| Farrell Financial LLC | History | Added to | 24,512 | 6,322 | 3.73% | 3.88% | 515 | +141 | 0.58% | Q4 2025 | Jan 12, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 24,448 | 6,306 | 0.0% | 0.0% | 516 | +3,506 | 16.74% | Q4 2025 | Feb 11, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 24,408 | 6,296 | 0.12% | 0.11% | 517 | +1,633 | 7.17% | Q4 2025 | Feb 04, 2026 |
| Jacobsen Capital Management | History | Added to | 24,155 | 6,230 | 2.03% | 1.98% | 518 | +1,164 | 5.06% | Q4 2025 | Jan 26, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 24,055 | 6,205 | 0.13% | 0.13% | 519 | +690 | 2.95% | Q4 2025 | Feb 09, 2026 |
| SIGNAL TREE FINANCIAL PARTNERS LLC | History | Added to | 24,002 | 6,191 | 4.72% | 4.56% | 520 | +1,407 | 6.23% | Q4 2025 | Feb 17, 2026 |
| Rialto Wealth Management, LLC | History | Reduced | 23,983 | 6,186 | 1.48% | 1.58% | 521 | -87 | -0.36% | Q4 2025 | Jan 12, 2026 |
| CAMBRIDGE CAPITAL MANAGEMENT, LLC | History | Added to | 23,933 | 6,173 | 2.77% | 2.78% | 522 | +1,166 | 5.12% | Q4 2025 | Jan 28, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 23,741 | 6,123 | 0.04% | 0.04% | 523 | +1,008 | 4.43% | Q4 2025 | Feb 13, 2026 |
| Certified Advisory Corp | History | Added to | 23,728 | 6,120 | 0.56% | 0.56% | 524 | +547 | 2.36% | Q4 2025 | Jan 12, 2026 |
| Aurelius Family Office LLC | History | Added to | 23,044 | 6,105 | 2.63% | 2.57% | 525 | +357 | 1.57% | Q4 2025 | Jan 09, 2026 |
| Winthrop Partners - WNY, LLC | History | New | 23,544 | 6,073 | 3.27% | — | 526 | +23,544 | New | Q4 2025 | Mar 12, 2026 |
| Sigma Planning Corp | History | Added to | 23,476 | 6,055 | 0.17% | 0.17% | 527 | +273 | 1.18% | Q4 2025 | Jan 30, 2026 |
| Grove Bank & Trust | History | Added to | 23,406 | 6,037 | 0.68% | 0.69% | 528 | +78 | 0.33% | Q4 2025 | Jan 08, 2026 |
| Kera Capital Partners, Inc. | History | Added to | 22,204 | 5,992 | 0.74% | 0.81% | 529 | +1,076 | 5.09% | Q4 2025 | Feb 23, 2026 |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | History | Added to | 23,144 | 5,970 | 0.86% | 0.82% | 530 | +1,129 | 5.13% | Q4 2025 | Feb 06, 2026 |
| NewCorp Financial Services, Inc. | History | New | 23,138 | 5,968 | 5.29% | — | 531 | +23,138 | New | Q4 2025 | Feb 10, 2026 |
| Mill Creek Capital Advisors, LLC | History | Added to | 23,032 | 5,941 | 0.12% | 0.12% | 532 | +53 | 0.23% | Q4 2025 | Feb 13, 2026 |
| Stonebridge Capital Advisors LLC | History | Added to | 22,954 | 5,921 | 0.41% | 0.41% | 533 | +506 | 2.25% | Q4 2025 | Feb 12, 2026 |
| WEST BANCORPORATION INC | History | Added to | 22,844 | 5,892 | 3.09% | 3.2% | 534 | +198 | 0.87% | Q4 2025 | Jan 29, 2026 |
| Walkner Condon Financial Advisors LLC | History | Added to | 22,795 | 5,880 | 0.82% | 0.9% | 535 | +532 | 2.39% | Q4 2025 | Jan 21, 2026 |
| Evercore Wealth Management, LLC | History | Reduced | 22,723 | 5,861 | 0.09% | 0.09% | 536 | -1,290 | -5.37% | Q4 2025 | Feb 17, 2026 |
| Abacus Planning Group, Inc. | History | Reduced | 22,722 | 5,861 | 0.78% | 0.8% | 537 | -89 | -0.39% | Q4 2025 | Jan 16, 2026 |
| COMMERCE BANK | History | Added to | 22,611 | 5,832 | 0.03% | 0.03% | 538 | +254 | 1.14% | Q4 2025 | Feb 13, 2026 |
| Pinnacle Financial Group, LLC / IL | History | Added to | 22,437 | 5,787 | 1.68% | 1.65% | 539 | +978 | 4.56% | Q4 2025 | Feb 05, 2026 |
| Carter Financial, LLC | History | New | 22,289 | 5,749 | 5.07% | — | 540 | +22,289 | New | Q4 2025 | Mar 17, 2026 |
| CATHY PARETO & ASSOCIATES, INC | History | Reduced | 22,231 | 5,734 | 3.98% | 4.3% | 541 | -178 | -0.79% | Q4 2025 | Jan 23, 2026 |
| Frontier Asset Management, LLC | History | Reduced | 22,142 | 5,711 | 1.32% | 1.42% | 542 | -271 | -1.21% | Q4 2025 | Feb 04, 2026 |
| Cypress Wealth Services, LLC | History | Reduced | 22,128 | 5,708 | 0.79% | 0.92% | 543 | -4 | -0.02% | Q4 2025 | Jan 14, 2026 |
| CITIGROUP INC | History | Reduced | 22,127 | 5,707 | 0.0% | 0.04% | 544 | -302,072 | -93.17% | Q4 2025 | Feb 13, 2026 |
| HEADINVEST, LLC | History | Added to | 22,088 | 5,697 | 1.13% | 1.15% | 545 | +190 | 0.87% | Q4 2025 | Feb 02, 2026 |
| RTD Financial Advisors, Inc. | History | Reduced | 21,910 | 5,651 | 0.69% | 0.74% | 546 | -2,408 | -9.9% | Q4 2025 | Jan 27, 2026 |
| Financial Insights, Inc. | History | Reduced | 21,896 | 5,648 | 1.89% | 1.86% | 547 | -154 | -0.7% | Q4 2025 | Mar 31, 2026 |
| CWA Asset Management Group, LLC | History | Added to | 21,876 | 5,642 | 0.2% | 0.21% | 548 | +34 | 0.16% | Q4 2025 | Jan 07, 2026 |
| S.A. Mason LLC | History | Added to | 21,735 | 5,606 | 2.22% | 2.31% | 549 | +1,105 | 5.36% | Q4 2025 | Jan 29, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 21,719 | 5,602 | 0.11% | 0.12% | 550 | -530 | -2.38% | Q4 2025 | Feb 06, 2026 |
| Modern Wealth Management, LLC | History | Added to | 21,624 | 5,578 | 0.1% | 0.09% | 551 | +4,696 | 27.74% | Q4 2025 | Feb 17, 2026 |
| WASHINGTON TRUST BANK | History | Reduced | 21,617 | 5,576 | 0.39% | 0.4% | 552 | -40 | -0.18% | Q4 2025 | Feb 04, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | Added to | 21,566 | 5,563 | 1.74% | 1.55% | 553 | +3,323 | 18.22% | Q4 2025 | Jan 07, 2026 |
| Ariston Services Group | History | Added to | 21,523 | 5,551 | 3.26% | 3.28% | 554 | +117 | 0.55% | Q4 2025 | Jan 23, 2026 |
| Smith Partners Wealth Management, LLC | History | New | 21,519 | 5,550 | 5.11% | — | 555 | +21,519 | New | Q4 2025 | Feb 13, 2026 |
| One Capital Management, LLC | History | Added to | 21,447 | 5,532 | 0.17% | 0.16% | 556 | +1,435 | 7.17% | Q4 2025 | Feb 10, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Reduced | 21,415 | 5,524 | 0.31% | 0.29% | 557 | -578 | -2.63% | Q4 2025 | Feb 06, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | Reduced | 21,371 | 5,512 | 0.45% | 0.45% | 558 | -216 | -1.0% | Q4 2025 | Feb 06, 2026 |
| McNaughton Wealth Management, LLC | History | Added to | 21,222 | 5,474 | 2.25% | 1.99% | 559 | +2,651 | 14.27% | Q4 2025 | Jan 12, 2026 |
| GFS Advisors, LLC | History | No change | 21,175 | 5,462 | 0.65% | 0.69% | 560 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| STAGE HARBOR FINANCIAL, LLC | History | Added to | 21,171 | 5,460 | 3.68% | 3.65% | 561 | +1,555 | 7.93% | Q4 2025 | Feb 17, 2026 |
| Carr Financial Group Corp | History | Added to | 21,159 | 5,458 | 1.45% | 1.3% | 562 | +2,482 | 13.29% | Q4 2025 | Jan 09, 2026 |
| DAVIDSON INVESTMENT ADVISORS | History | Reduced | 21,152 | 5,456 | 0.23% | 0.24% | 563 | -824 | -3.75% | Q4 2025 | Jan 27, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 21,147 | 5,454 | 0.24% | 0.31% | 564 | -7,766 | -26.86% | Q4 2025 | Feb 17, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 21,837 | 5,450 | 0.19% | 0.21% | 565 | -112 | -0.51% | Q4 2025 | Feb 04, 2026 |
| Meramec Financial Planners, LLC | History | New | 19,647 | 5,449 | 2.12% | — | 566 | +19,647 | New | Q4 2025 | Feb 10, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 21,104 | 5,443 | 0.25% | 0.27% | 567 | -993 | -4.49% | Q4 2025 | Feb 13, 2026 |
| Newton One Investments LLC | History | Added to | 21,010 | 5,419 | 1.6% | 1.56% | 568 | +324 | 1.57% | Q4 2025 | Jan 23, 2026 |
| CHRISTINE MESSMER PC | History | New | 20,981 | 5,412 | 3.53% | — | 569 | +20,981 | New | Q4 2025 | Feb 03, 2026 |
| QUEST INVESTMENT MANAGEMENT LLC | History | Added to | 20,951 | 5,404 | 0.58% | 0.52% | 570 | +1,499 | 7.71% | Q4 2025 | Feb 17, 2026 |
| SageView Advisory Group, LLC | History | Reduced | 20,884 | 5,387 | 0.18% | 0.2% | 571 | -2,443 | -10.47% | Q4 2025 | Feb 17, 2026 |
| Keystone Financial Group | History | Added to | 20,869 | 5,383 | 0.4% | 0.39% | 572 | +731 | 3.63% | Q4 2025 | Feb 06, 2026 |
| Index Fund Advisors, Inc. | History | Reduced | 20,829 | 5,372 | 0.25% | 0.26% | 573 | -422 | -1.99% | Q4 2025 | Jan 29, 2026 |
| DAVENPORT & Co LLC | History | Added to | 20,739 | 5,349 | 0.03% | 0.03% | 574 | +440 | 2.17% | Q4 2025 | Jan 12, 2026 |
| PW Nova Financial Services LLC | History | New | 20,340 | 5,320 | 2.01% | — | 575 | +20,340 | New | Q4 2025 | Apr 09, 2026 |
| Pathway Financial Advisors LLC | History | Added to | 19,674 | 5,300 | 0.67% | 0.66% | 576 | +278 | 1.43% | Q4 2025 | Jan 14, 2026 |
| XML Financial, LLC | History | Added to | 20,458 | 5,277 | 0.43% | 0.4% | 577 | +1,195 | 6.2% | Q4 2025 | Feb 11, 2026 |
| May Barnhard Investments LLC | History | Added to | 20,294 | 5,234 | 2.47% | 2.38% | 578 | +139 | 0.69% | Q4 2025 | Jan 28, 2026 |
| Waldron Private Wealth LLC | History | Added to | 20,187 | 5,206 | 0.21% | 0.21% | 579 | +18 | 0.09% | Q4 2025 | Jan 14, 2026 |
| Advisory Services Network, LLC | History | Added to | 20,136 | 5,193 | 0.07% | 0.07% | 580 | +1,021 | 5.34% | Q4 2025 | Feb 17, 2026 |
| BALANCED WEALTH GROUP LLC | History | Added to | 20,336 | 5,184 | 1.9% | 2.13% | 581 | +62 | 0.31% | Q4 2025 | Jan 13, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 20,032 | 5,167 | 0.39% | 0.41% | 582 | -201 | -0.99% | Q4 2025 | Jan 09, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 19,948 | 5,145 | 0.38% | 0.36% | 583 | +1,554 | 8.45% | Q4 2025 | Feb 13, 2026 |
| CLUNE & ASSOCIATES, LTD. | History | Added to | 19,817 | 5,111 | 1.1% | 1.06% | 584 | +3,192 | 19.2% | Q4 2025 | Feb 09, 2026 |
| JMG Financial Group, Ltd. | History | Reduced | 19,782 | 5,102 | 0.14% | 0.15% | 585 | -665 | -3.25% | Q4 2025 | Feb 10, 2026 |
| TI-TRUST, INC | History | Added to | 19,768 | 5,099 | 3.15% | 3.16% | 586 | +14 | 0.07% | Q4 2025 | Jan 23, 2026 |
| Root Financial Partners, LLC | History | Added to | 19,741 | 5,092 | 0.26% | 0.25% | 587 | +4,100 | 26.21% | Q4 2025 | Feb 10, 2026 |
| KEYVANTAGE WEALTH, LLC | History | Reduced | 19,729 | 5,089 | 2.18% | 2.32% | 588 | -2,031 | -9.33% | Q4 2025 | Feb 10, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 19,688 | 5,078 | 0.26% | 0.27% | 589 | +275 | 1.42% | Q4 2025 | Feb 05, 2026 |
| Excelsior Advisor Network LLC | History | New | 19,639 | 5,065 | 2.46% | — | 590 | +19,639 | New | Q4 2025 | Feb 13, 2026 |
| RFG Advisory, LLC | History | Added to | 19,617 | 5,060 | 0.1% | 0.09% | 591 | +1,803 | 10.12% | Q4 2025 | Feb 03, 2026 |
| Bernardo Wealth Planning LLC | History | Reduced | 19,548 | 5,042 | 0.96% | 0.99% | 593 | -379 | -1.9% | Q4 2025 | Jan 26, 2026 |
| Compass Ion Advisors, LLC | History | Reduced | 19,547 | 5,042 | 0.48% | 0.48% | 592 | -168 | -0.85% | Q4 2025 | Jan 29, 2026 |
| Martel Wealth Advisors Inc | History | Added to | 19,422 | 5,009 | 0.86% | 0.85% | 594 | +243 | 1.27% | Q4 2025 | Jan 21, 2026 |
| Addison Capital Co | History | Added to | 19,399 | 5,004 | 1.25% | 0.97% | 595 | +6,493 | 50.31% | Q4 2025 | Feb 02, 2026 |
| Wilson & Boucher Capital Management, LLC | History | Reduced | 19,372 | 4,997 | 3.28% | 3.29% | 596 | -300 | -1.53% | Q4 2025 | Feb 05, 2026 |
| WASHINGTON TRUST Co | History | Added to | 19,364 | 4,994 | 0.16% | 0.16% | 597 | +7 | 0.04% | Q4 2025 | Feb 10, 2026 |
| Valtinson Bruner Financial Planning LLC | History | Added to | 19,348 | 4,990 | 1.44% | 1.45% | 598 | +75 | 0.39% | Q4 2025 | Feb 09, 2026 |
| Box Hill Private Wealth LLC | History | New | 19,303 | 4,979 | 5.04% | — | 599 | +19,303 | New | Q4 2025 | Feb 09, 2026 |
| Brand Asset Management Group, Inc. | History | Added to | 19,292 | 4,976 | 1.39% | 1.37% | 600 | +154 | 0.8% | Q4 2025 | Feb 11, 2026 |
| Gleason Group, Inc. | History | Added to | 19,259 | 4,967 | 0.49% | 0.49% | 601 | +129 | 0.67% | Q4 2025 | Jan 15, 2026 |
| LongView Wealth Management | History | Added to | 18,210 | 4,956 | 1.2% | 1.15% | 602 | +1,537 | 9.22% | Q4 2025 | Jan 13, 2026 |
| American Alpha Advisors, LLC | History | Reduced | 19,176 | 4,946 | 2.92% | 3.38% | 603 | -1 | -0.01% | Q4 2025 | Feb 17, 2026 |
| FIRST HAWAIIAN BANK | History | Added to | 19,148 | 4,939 | 0.66% | 0.58% | 604 | +1,402 | 7.9% | Q4 2025 | Jan 05, 2026 |
| Freestone Capital Holdings, LLC | History | Reduced | 19,143 | 4,937 | 0.15% | 0.16% | 605 | -1,597 | -7.7% | Q4 2025 | Jan 23, 2026 |
| FIRST FINANCIAL CORP /IN/ | History | Added to | 19,134 | 4,935 | 1.86% | 1.82% | 606 | +899 | 4.93% | Q4 2025 | Jan 13, 2026 |
| Castellan Group | History | New | 19,118 | 4,931 | 0.62% | — | 607 | +19,118 | New | Q4 2025 | Jan 23, 2026 |
| Cooke Wealth Management, LLC | History | New | 18,021 | 4,921 | 4.3% | — | 608 | +18,021 | New | Q4 2025 | Jan 21, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 18,537 | 4,911 | 0.43% | 0.43% | 609 | +20 | 0.11% | Q4 2025 | Jan 28, 2026 |
| Belpointe Asset Management LLC | History | Added to | 18,986 | 4,897 | 0.18% | 0.17% | 610 | +1,974 | 11.6% | Q4 2025 | Jan 27, 2026 |
| Frank, Rimerman Advisors LLC | History | Added to | 18,970 | 4,893 | 0.31% | 0.26% | 611 | +2,838 | 17.59% | Q4 2025 | Jan 15, 2026 |
| Manchester Capital Management LLC | History | Reduced | 18,899 | 4,875 | 0.66% | 0.67% | 612 | -526 | -2.71% | Q4 2025 | Feb 11, 2026 |
| Plancorp, LLC | History | No change | 18,901 | 4,875 | 0.15% | 0.15% | 613 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Aspire Private Capital, LLC | History | Reduced | 18,852 | 4,863 | 1.08% | 1.17% | 614 | -3,575 | -15.94% | Q4 2025 | Jan 16, 2026 |
| FISHMAN JAY A LTD/MI | History | Reduced | 18,793 | 4,847 | 0.4% | 0.43% | 615 | -751 | -3.84% | Q4 2025 | Jan 28, 2026 |
| Thayer Financial, L.L.C. | History | New | 18,698 | 4,823 | 5.1% | — | 616 | +18,698 | New | Q4 2025 | Jan 12, 2026 |
| KFA Private Wealth Group, LLC | History | Added to | 18,677 | 4,817 | 1.17% | 1.05% | 617 | +4,273 | 29.67% | Q4 2025 | Jan 07, 2026 |
| Chris Bulman Inc | History | Added to | 18,671 | 4,816 | 2.13% | 2.25% | 618 | +1,030 | 5.84% | Q4 2025 | Jan 14, 2026 |
| Pictet North America Advisors SA | History | Reduced | 18,364 | 4,736 | 0.45% | 0.45% | 619 | -551 | -2.91% | Q4 2025 | Jan 16, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Reduced | 18,356 | 4,735 | 0.37% | 0.41% | 621 | -1,341 | -6.81% | Q4 2025 | Jan 23, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Reduced | 18,359 | 4,735 | 0.09% | 0.09% | 620 | -525 | -2.78% | Q4 2025 | Jan 23, 2026 |
| UNITED BANK | History | No change | 18,310 | 4,723 | 0.62% | 0.55% | 622 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Claro Advisors Inc. | History | Added to | 18,261 | 4,710 | 0.64% | 0.65% | 623 | +635 | 3.6% | Q4 2025 | Feb 17, 2026 |
| IFG Advisors, LLC | History | Added to | 18,161 | 4,684 | 0.78% | 0.74% | 624 | +294 | 1.65% | Q4 2025 | Jan 13, 2026 |
| FIRST MERCHANTS CORP | History | Reduced | 18,155 | 4,683 | 0.17% | 0.19% | 625 | -1,258 | -6.48% | Q4 2025 | Jan 12, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Added to | 18,099 | 4,668 | 1.34% | 1.36% | 626 | +824 | 4.77% | Q4 2025 | Feb 11, 2026 |
| Lynch Asset Management, Inc. | History | No change | 18,100 | 4,668 | 1.47% | 1.47% | 627 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 18,091 | 4,666 | 0.0% | — | 628 | +18,091 | New | Q4 2025 | Feb 13, 2026 |
| Mokosak Advisory Group, LLC | History | Added to | 17,965 | 4,634 | 1.16% | 1.16% | 629 | +591 | 3.4% | Q4 2025 | Feb 03, 2026 |
| Bay Harbor Wealth Management, LLC | History | Reduced | 17,875 | 4,610 | 1.2% | 1.23% | 630 | -45 | -0.25% | Q4 2025 | Feb 02, 2026 |
| WARNER FINANCIAL, INC | History | Added to | 17,858 | 4,606 | 1.6% | 1.68% | 631 | +171 | 0.97% | Q4 2025 | Jan 21, 2026 |
| Calamos Wealth Management LLC | History | No change | 17,855 | 4,605 | 0.16% | 0.16% | 632 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Arkadios Wealth Advisors | History | Added to | 17,835 | 4,600 | 0.09% | 0.06% | 633 | +8,513 | 91.32% | Q4 2025 | Feb 13, 2026 |
| COURIER CAPITAL LLC | History | Added to | 17,829 | 4,598 | 0.26% | 0.26% | 634 | +128 | 0.72% | Q4 2025 | Jan 29, 2026 |
| BridgePort Financial Solutions, LLC | History | Reduced | 17,775 | 4,584 | 1.23% | 1.25% | 635 | -491 | -2.69% | Q4 2025 | Jan 16, 2026 |
| One Day In July LLC | History | Added to | 17,696 | 4,564 | 0.37% | 0.37% | 636 | +276 | 1.58% | Q4 2025 | Feb 04, 2026 |
| Veridan Wealth LLC | History | Added to | 17,670 | 4,557 | 1.53% | 1.53% | 637 | +204 | 1.17% | Q4 2025 | Feb 13, 2026 |
| Krilogy Financial LLC | History | Added to | 16,569 | 4,539 | 0.15% | 0.13% | 638 | +2,535 | 18.06% | Q4 2025 | Jan 27, 2026 |
| Allen Mooney & Barnes Investment Advisors LLC | History | Added to | 17,579 | 4,534 | 0.68% | 0.67% | 639 | +746 | 4.43% | Q4 2025 | Jan 21, 2026 |
| WEALTH ALLIANCE, LLC | History | Reduced | 17,540 | 4,524 | 0.44% | 0.47% | 640 | -414 | -2.31% | Q4 2025 | Feb 13, 2026 |
| BARRETT & COMPANY, INC. | History | Reduced | 17,491 | 4,511 | 1.5% | 1.54% | 641 | -141 | -0.8% | Q4 2025 | Jan 28, 2026 |
| FLOW TRADERS U.S. LLC | History | Reduced | 17,444 | 4,500 | 0.15% | 1.18% | 642 | -96,839 | -84.74% | Q4 2025 | Feb 13, 2026 |
| CONNABLE OFFICE INC | History | Added to | 17,377 | 4,482 | 0.41% | 0.4% | 643 | +261 | 1.52% | Q4 2025 | Feb 03, 2026 |
| IF Advisors, LLC | History | New | 17,326 | 4,469 | 3.63% | — | 644 | +17,326 | New | Q4 2025 | Feb 10, 2026 |
| Wealth Science Advisors LLC | History | New | 17,270 | 4,454 | 2.57% | — | 645 | +17,270 | New | Q4 2025 | Jan 28, 2026 |
| FinDec Wealth Services, Inc. | History | Reduced | 17,260 | 4,452 | 4.77% | 4.8% | 646 | -968 | -5.31% | Q4 2025 | Feb 09, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | New | 17,254 | 4,450 | 0.75% | — | 647 | +17,254 | New | Q4 2025 | Feb 12, 2026 |
| Frazier Financial Advisors, LLC | History | Reduced | 17,227 | 4,443 | 2.63% | 2.73% | 648 | -239 | -1.37% | Q4 2025 | Feb 09, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 17,202 | 4,437 | 0.07% | 0.07% | 649 | -379 | -2.16% | Q4 2025 | Jan 20, 2026 |
| Cordoba Advisory Partners LLC | History | New | 17,043 | 4,410 | 1.09% | — | 650 | +17,043 | New | Q4 2025 | Feb 13, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 17,078 | 4,405 | 0.09% | 0.09% | 652 | +941 | 5.83% | Q4 2025 | Feb 03, 2026 |
| Balentine LLC | History | No change | 17,079 | 4,405 | 0.17% | 0.16% | 651 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| MY Wealth Management Inc. | History | Reduced | 17,052 | 4,398 | 3.83% | 3.83% | 654 | -143 | -0.83% | Q4 2025 | Feb 10, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 17,050 | 4,398 | 0.11% | 0.13% | 653 | -109 | -0.64% | Q4 2025 | Feb 02, 2026 |
| Fort Point Capital Partners LLC | History | Added to | 15,899 | 4,384 | 0.49% | 0.46% | 655 | +646 | 4.24% | Q4 2025 | Feb 13, 2026 |
| Hartmann Taylor Wealth Management, LLC | History | Added to | 16,990 | 4,382 | 2.96% | 3.0% | 656 | +542 | 3.3% | Q4 2025 | Jan 15, 2026 |
| WASHINGTON GROWTH STRATEGIES LLC | History | Reduced | 16,951 | 4,372 | 2.83% | 3.09% | 657 | -111 | -0.65% | Q4 2025 | Jan 26, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 16,886 | 4,355 | 0.15% | 0.16% | 658 | -401 | -2.32% | Q4 2025 | Jan 13, 2026 |
| TFB Advisors LLC | History | Added to | 16,867 | 4,350 | 1.22% | 1.19% | 659 | +879 | 5.5% | Q4 2025 | Feb 13, 2026 |
| CWS Financial Advisors, LLC | History | Reduced | 16,863 | 4,349 | 1.18% | 1.21% | 660 | -284 | -1.66% | Q4 2025 | Feb 06, 2026 |
| Optimist Retirement Group LLC | History | Added to | 16,826 | 4,340 | 1.99% | 1.93% | 661 | +36 | 0.21% | Q4 2025 | Feb 09, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 16,821 | 4,339 | 0.05% | 0.05% | 662 | +310 | 1.88% | Q4 2025 | Jan 21, 2026 |
| Mystic Asset Management, Inc. | History | Reduced | 16,745 | 4,319 | 0.98% | 0.97% | 663 | -205 | -1.21% | Q4 2025 | Jan 28, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 16,743 | 4,318 | 0.1% | 0.1% | 664 | +70 | 0.42% | Q4 2025 | Feb 04, 2026 |
| Johnson Financial Group, Inc. | History | Reduced | 16,620 | 4,287 | 0.16% | 0.17% | 665 | -1,134 | -6.39% | Q4 2025 | Feb 12, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 16,546 | 4,268 | 0.04% | 0.04% | 666 | -537 | -3.14% | Q4 2025 | Jan 13, 2026 |
| LIBERTY SQUARE WEALTH PARTNERS LLC | History | Reduced | 16,516 | 4,260 | 1.22% | 1.54% | 667 | -3,086 | -15.74% | Q4 2025 | Feb 11, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Reduced | 16,495 | 4,255 | 0.25% | 0.27% | 668 | -839 | -4.84% | Q4 2025 | Feb 10, 2026 |
| VIRTUE ASSET MANAGEMENT LLC | History | Reduced | 16,441 | 4,240 | 3.38% | 3.48% | 669 | -179 | -1.08% | Q4 2025 | Feb 10, 2026 |
| FIRST UNITED BANK & TRUST | History | Added to | 16,343 | 4,215 | 1.35% | 1.17% | 670 | +2,195 | 15.51% | Q4 2025 | Jan 21, 2026 |
| Larson Financial Group LLC | History | Reduced | 16,314 | 4,208 | 0.14% | 0.15% | 671 | -556 | -3.3% | Q4 2025 | Feb 06, 2026 |
| Magnus Financial Group LLC | History | Reduced | 16,239 | 4,188 | 0.32% | 0.34% | 672 | -792 | -4.65% | Q4 2025 | Jan 07, 2026 |
| BCS Wealth Management | History | Added to | 16,234 | 4,187 | 0.42% | 0.47% | 673 | +8,075 | 98.97% | Q4 2025 | Jan 26, 2026 |
| GenTrust, LLC | History | Reduced | 16,216 | 4,182 | 0.18% | 0.19% | 674 | -567 | -3.38% | Q4 2025 | Feb 02, 2026 |
| Midwest Financial Partners Investments, Inc. | History | New | 16,167 | 4,170 | 2.32% | — | 675 | +16,167 | New | Q4 2025 | Feb 06, 2026 |
| Evanson Asset Management, LLC | History | Added to | 16,165 | 4,169 | 0.22% | 0.21% | 676 | +1,444 | 9.81% | Q4 2025 | Jan 12, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 16,131 | 4,160 | 0.01% | 0.02% | 677 | -711 | -4.22% | Q4 2025 | Jan 30, 2026 |
| Advisor OS, LLC | History | Added to | 16,055 | 4,141 | 0.33% | 0.33% | 678 | +786 | 5.15% | Q4 2025 | Feb 04, 2026 |
| Financial Freedom, LLC | History | Reduced | 16,039 | 4,137 | 2.05% | 2.06% | 679 | -227 | -1.4% | Q4 2025 | Feb 17, 2026 |
| MAYPORT, LLC | History | Added to | 15,986 | 4,123 | 0.83% | 0.88% | 680 | +78 | 0.49% | Q4 2025 | Jan 21, 2026 |
| PFG Advisors | History | Reduced | 15,974 | 4,120 | 0.2% | 0.21% | 681 | -4,338 | -21.36% | Q4 2025 | Jan 27, 2026 |
| Sagace Wealth Management LLC | History | Added to | 15,944 | 4,112 | 2.79% | 2.75% | 682 | +44 | 0.28% | Q4 2025 | Feb 02, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | Added to | 15,753 | 4,063 | 0.98% | 0.83% | 683 | +3,471 | 28.26% | Q4 2025 | Feb 27, 2026 |
| Beacon Bridge Wealth Partners, LLC | History | Added to | 15,680 | 4,044 | 1.34% | 1.41% | 684 | +54 | 0.35% | Q4 2025 | Jan 27, 2026 |
| Nadler Financial Group, Inc. | History | Added to | 15,675 | 4,043 | 0.38% | 0.38% | 685 | +159 | 1.02% | Q4 2025 | Jan 28, 2026 |
| Mittelman Wealth Management | History | Reduced | 15,655 | 4,038 | 2.62% | 2.82% | 686 | -1,309 | -7.72% | Q4 2025 | Feb 17, 2026 |
| Checchi Capital Advisers, LLC | History | Added to | 15,624 | 4,030 | 0.21% | 0.2% | 687 | +643 | 4.29% | Q4 2025 | Jan 27, 2026 |
| Alpha Cubed Investments, LLC | History | Added to | 15,607 | 4,025 | 0.14% | 0.13% | 688 | +1,252 | 8.72% | Q4 2025 | Feb 03, 2026 |
| AE Wealth Management LLC | History | Added to | 15,588 | 4,020 | 0.02% | 0.02% | 689 | +2,318 | 17.47% | Q4 2025 | Jan 26, 2026 |
| Blueprint Investment Partners LLC | History | Added to | 15,551 | 4,011 | 0.43% | 0.55% | 690 | +102 | 0.66% | Q4 2025 | Feb 17, 2026 |
| PCA Investment Advisory Services Inc. | History | Reduced | 15,540 | 4,008 | 1.4% | 1.47% | 691 | -135 | -0.86% | Q4 2025 | Feb 10, 2026 |
| FINANCIAL ADVISORY PARTNERS, LLC | History | Added to | 15,498 | 3,997 | 1.13% | 1.14% | 692 | +182 | 1.19% | Q4 2025 | Jan 23, 2026 |
| Fortis Capital Advisors, LLC | History | Added to | 15,452 | 3,985 | 0.59% | 0.56% | 693 | +1,510 | 10.83% | Q4 2025 | Jan 27, 2026 |
| Alpine Bank Wealth Management | History | Reduced | 15,339 | 3,956 | 0.56% | 0.56% | 694 | -207 | -1.33% | Q4 2025 | Jan 15, 2026 |
| waypoint wealth counsel | History | Reduced | 15,304 | 3,947 | 1.45% | 1.59% | 695 | -565 | -3.56% | Q4 2025 | Jan 28, 2026 |
| Destiny Wealth Partners, LLC | History | Reduced | 14,389 | 3,942 | 0.45% | 0.45% | 696 | -97 | -0.67% | Q4 2025 | Feb 03, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 15,247 | 3,932 | 0.06% | 0.05% | 697 | +2,365 | 18.36% | Q4 2025 | Feb 09, 2026 |
| Cadent Capital Advisors, LLC | History | Added to | 15,207 | 3,922 | 1.01% | 1.01% | 698 | +173 | 1.15% | Q4 2025 | Jan 13, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 15,021 | 3,874 | 0.1% | 0.1% | 699 | -255 | -1.67% | Q4 2025 | Feb 03, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | Added to | 14,988 | 3,866 | 0.28% | 0.26% | 700 | +1,855 | 14.12% | Q4 2025 | Feb 09, 2026 |
| Cordant, Inc. | History | Added to | 14,975 | 3,862 | 1.62% | 1.61% | 701 | +960 | 6.85% | Q4 2025 | Jan 12, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 14,781 | 3,812 | 0.18% | 0.18% | 702 | -513 | -3.35% | Q4 2025 | Feb 17, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 14,672 | 3,785 | 0.11% | 0.06% | 703 | +7,304 | 99.13% | Q4 2025 | Feb 12, 2026 |
| SAPIENT CAPITAL LLC | History | Added to | 14,403 | 3,751 | 0.05% | 0.05% | 704 | +1,216 | 9.22% | Q4 2025 | Feb 05, 2026 |
| Grandview Asset Management LLC | History | Reduced | 14,515 | 3,744 | 1.03% | 1.11% | 705 | -972 | -6.28% | Q4 2025 | Jan 26, 2026 |
| Indivisible Partners | History | New | 14,432 | 3,722 | 0.4% | — | 706 | +14,432 | New | Q4 2025 | Feb 03, 2026 |
| Aegis Wealth Management LLC | History | Added to | 14,429 | 3,721 | 2.1% | 1.94% | 707 | +184 | 1.29% | Q4 2025 | Jan 14, 2026 |
| Rathbones Group PLC | History | Added to | 14,411 | 3,717 | 0.01% | 0.01% | 708 | +214 | 1.51% | Q4 2025 | Feb 06, 2026 |
| Greenwich Wealth Management LLC | History | Reduced | 14,364 | 3,705 | 0.17% | 0.19% | 709 | -325 | -2.21% | Q4 2025 | Feb 10, 2026 |
| Yoffe Investment Management, LLC | History | Added to | 14,338 | 3,698 | 4.72% | 4.74% | 710 | +1 | 0.01% | Q4 2025 | Jan 26, 2026 |
| Petix & Botte Co | History | Added to | 14,268 | 3,679 | 0.83% | 0.83% | 711 | +53 | 0.37% | Q4 2025 | Feb 05, 2026 |
| Great Point Wealth Advisors, LLC | History | Reduced | 14,204 | 3,663 | 0.67% | 0.68% | 712 | -39 | -0.27% | Q4 2025 | Jan 26, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | Added to | 14,198 | 3,662 | 0.18% | 0.18% | 713 | +266 | 1.91% | Q4 2025 | Feb 02, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Reduced | 14,196 | 3,661 | 0.1% | 0.1% | 714 | -200 | -1.39% | Q4 2025 | Feb 03, 2026 |
| MYCIO WEALTH PARTNERS, LLC | History | Added to | 14,190 | 3,660 | 0.76% | 0.83% | 716 | +48 | 0.34% | Q4 2025 | Feb 10, 2026 |
| GREAT LAKES ADVISORS, LLC | History | Reduced | 14,192 | 3,660 | 0.03% | 0.03% | 715 | -29 | -0.2% | Q4 2025 | Feb 12, 2026 |
| Refined Wealth Management | History | Added to | 14,167 | 3,654 | 2.46% | 2.3% | 717 | +75 | 0.53% | Q4 2025 | Jan 15, 2026 |
| Apriem Advisors | History | Added to | 14,121 | 3,642 | 0.33% | 0.31% | 718 | +1,364 | 10.69% | Q4 2025 | Feb 13, 2026 |
| M Holdings Securities, Inc. | History | New | 14,110 | 3,640 | 0.26% | — | 719 | +14,110 | New | Q4 2025 | Feb 11, 2026 |
| Timmons Wealth Management, LLC | History | New | 14,082 | 3,632 | 3.57% | — | 720 | +14,082 | New | Q4 2025 | Feb 12, 2026 |
| Columbia Asset Management | History | Added to | 14,066 | 3,628 | 0.64% | 0.58% | 721 | +1,848 | 15.13% | Q4 2025 | Jan 28, 2026 |
| Monument Group Wealth Advisors, LLC | History | Reduced | 13,980 | 3,606 | 1.97% | 2.19% | 722 | -683 | -4.66% | Q4 2025 | Jan 15, 2026 |
| PAX Financial Group, LLC | History | Reduced | 13,967 | 3,602 | 0.62% | 0.67% | 723 | -556 | -3.83% | Q4 2025 | Feb 05, 2026 |
| KIRTLAND HILLS CAPITAL MANAGEMENT, LLC | History | Added to | 13,925 | 3,592 | 1.26% | 0.86% | 724 | +5,406 | 63.46% | Q4 2025 | Feb 13, 2026 |
| Blueprint Financial Advisors LLC | History | Added to | 13,917 | 3,589 | 0.55% | 0.76% | 725 | +16 | 0.12% | Q4 2025 | Feb 13, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Added to | 13,649 | 3,520 | 0.67% | 0.54% | 726 | +3,335 | 32.33% | Q4 2025 | Feb 09, 2026 |
| Meridian Financial Advisors, LLC | History | Reduced | 13,645 | 3,519 | 1.92% | 1.99% | 727 | -217 | -1.57% | Q4 2025 | Jan 23, 2026 |
| ORRSTOWN FINANCIAL SERVICES INC | History | Added to | 13,559 | 3,497 | 0.58% | 0.54% | 728 | +1,045 | 8.35% | Q4 2025 | Jan 15, 2026 |
| Acorn Wealth Advisors, LLC | History | Reduced | 13,542 | 3,493 | 1.04% | 1.17% | 729 | -1,094 | -7.47% | Q4 2025 | Feb 10, 2026 |
| General Partner, Inc. | History | Reduced | 13,534 | 3,491 | 1.98% | 1.9% | 730 | -25 | -0.18% | Q4 2025 | Jan 06, 2026 |
| MARIPAU WEALTH MANAGEMENT LLC | History | Added to | 13,456 | 3,467 | 1.59% | 1.7% | 731 | +191 | 1.44% | Q4 2025 | Feb 17, 2026 |
| Taylor & Morgan Wealth Management, LLC | History | Added to | 13,437 | 3,465 | 1.94% | 2.1% | 732 | +6 | 0.04% | Q4 2025 | Jan 16, 2026 |
| Ironwood Investment Counsel, LLC | History | Reduced | 13,405 | 3,457 | 0.48% | 0.52% | 733 | -504 | -3.62% | Q4 2025 | Feb 06, 2026 |
| Atlas Legacy Advisors, LLC | History | Added to | 13,380 | 3,451 | 0.6% | 0.6% | 735 | +1,238 | 10.2% | Q4 2025 | Jan 29, 2026 |
| Minot DeBlois Advisors LLC | History | Reduced | 13,382 | 3,451 | 3.1% | 3.1% | 734 | -84 | -0.62% | Q4 2025 | Feb 13, 2026 |
| Cassilly Financial Group LLC | History | New | 13,378 | 3,450 | 3.05% | — | 736 | +13,378 | New | Q4 2025 | Jan 15, 2026 |
| Advisors Capital Management, LLC | History | Added to | 13,343 | 3,442 | 0.04% | 0.02% | 737 | +6,491 | 94.73% | Q4 2025 | Jan 29, 2026 |
| ARWA LLC | History | New | 13,299 | 3,430 | 2.0% | — | 738 | +13,299 | New | Q4 2025 | Feb 27, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 13,280 | 3,426 | 0.08% | 0.09% | 739 | -872 | -6.16% | Q4 2025 | Feb 17, 2026 |
| Compass Planning Associates Inc | History | Added to | 13,235 | 3,414 | 2.36% | 2.42% | 740 | +2,848 | 27.42% | Q4 2025 | Jan 22, 2026 |
| Tortoise Investment Management, LLC | History | Reduced | 13,213 | 3,408 | 0.3% | 0.31% | 741 | -525 | -3.82% | Q4 2025 | Feb 06, 2026 |
| jvl associates llc | History | Added to | 13,201 | 3,405 | 1.11% | 1.11% | 742 | +4 | 0.03% | Q4 2025 | Jan 09, 2026 |
| Roble, Belko & Company, Inc | History | Reduced | 13,168 | 3,397 | 0.45% | 0.47% | 743 | -511 | -3.74% | Q4 2025 | Jan 12, 2026 |
| Glass Jacobson Investment Advisors llc | History | Reduced | 13,115 | 3,382 | 1.22% | 1.36% | 744 | -1,692 | -11.43% | Q4 2025 | Jan 22, 2026 |
| Stone Summit Wealth LLC | History | Added to | 13,099 | 3,378 | 0.92% | 0.88% | 745 | +886 | 7.25% | Q4 2025 | Jan 27, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 13,088 | 3,376 | 0.1% | 0.1% | 746 | +330 | 2.59% | Q4 2025 | Feb 11, 2026 |
| Orin Green Financial, LLC | History | Reduced | 13,074 | 3,372 | 1.35% | 1.39% | 747 | -637 | -4.65% | Q4 2025 | Feb 06, 2026 |
| West Financial Advisors, LLC | History | Reduced | 13,034 | 3,362 | 0.57% | 0.58% | 749 | -777 | -5.63% | Q4 2025 | Jan 13, 2026 |
| Gradient Capital Advisors, LLC | History | Reduced | 13,037 | 3,362 | 0.87% | 0.91% | 748 | -270 | -2.03% | Q4 2025 | Feb 06, 2026 |
| Old North State Wealth Management, LLC | History | Added to | 13,005 | 3,358 | 1.58% | 1.54% | 750 | +81 | 0.63% | Q4 2025 | Jan 23, 2026 |
| OneAscent Financial Services LLC | History | Reduced | 12,973 | 3,346 | 0.31% | 1.3% | 751 | -28,748 | -68.91% | Q4 2025 | Feb 11, 2026 |
| BEAM WEALTH ADVISORS, INC. | History | Reduced | 12,954 | 3,341 | 0.92% | 0.93% | 752 | -504 | -3.74% | Q4 2025 | Feb 04, 2026 |
| VestGen Investment Management | History | Reduced | 12,940 | 3,337 | 1.85% | 2.12% | 753 | -925 | -6.67% | Q4 2025 | Feb 18, 2026 |
| Bragg Financial Advisors, Inc | History | Reduced | 12,900 | 3,327 | 0.11% | 0.11% | 754 | -24 | -0.19% | Q4 2025 | Feb 13, 2026 |
| Americana Partners, LLC | History | No change | 12,878 | 3,321 | 0.09% | 0.1% | 755 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Briggs Wealth Management, Inc | History | New | 12,777 | 3,295 | 3.54% | — | 756 | +12,777 | New | Q4 2025 | Feb 19, 2026 |
| Objective Capital Management, LLC | History | Added to | 12,735 | 3,285 | 3.34% | 3.3% | 757 | +203 | 1.62% | Q4 2025 | Feb 04, 2026 |
| Horizon Family Wealth, Inc. | History | Reduced | 12,677 | 3,269 | 1.74% | 2.96% | 758 | -7,616 | -37.53% | Q4 2025 | Feb 09, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | Reduced | 12,633 | 3,258 | 0.37% | 0.37% | 759 | -71 | -0.56% | Q4 2025 | Jan 22, 2026 |
| ALESCO ADVISORS LLC | History | Added to | 12,546 | 3,236 | 0.08% | 0.09% | 760 | +95 | 0.76% | Q4 2025 | Jan 28, 2026 |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | History | New | 12,540 | 3,234 | 3.03% | — | 761 | +12,540 | New | Q4 2025 | Feb 02, 2026 |
| Operose Advisors LLC | History | Added to | 12,521 | 3,229 | 0.75% | 0.28% | 762 | +8,093 | 182.77% | Q4 2025 | Feb 10, 2026 |
| Coordinated Financial Services, Inc. | History | Added to | 12,519 | 3,229 | 1.86% | 2.0% | 763 | +275 | 2.25% | Q4 2025 | Feb 09, 2026 |
| Cove Private Wealth, LLC | History | Added to | 12,517 | 3,228 | 0.96% | 0.99% | 764 | +255 | 2.08% | Q4 2025 | Jan 23, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 12,507 | 3,226 | 0.2% | 0.19% | 765 | +1,415 | 12.76% | Q4 2025 | Feb 06, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | No change | 12,500 | 3,224 | 0.05% | 0.05% | 766 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Family Capital Management, Inc. | History | Added to | 12,482 | 3,219 | 1.43% | 1.45% | 767 | +521 | 4.36% | Q4 2025 | Jan 27, 2026 |
| N.E.W. Advisory Services LLC | History | Reduced | 12,449 | 3,211 | 0.24% | 0.29% | 768 | -254 | -2.0% | Q4 2025 | Jan 28, 2026 |
| Squire Investment Management Company, LLC | History | Added to | 12,438 | 3,208 | 0.97% | 0.95% | 769 | +1,005 | 8.79% | Q4 2025 | Jan 22, 2026 |
| Wick Capital Partners, LLC | History | Reduced | 12,391 | 3,196 | 0.57% | 0.77% | 770 | -300 | -2.36% | Q4 2025 | Mar 02, 2026 |
| Narus Financial Partners, LLC | History | Reduced | 12,276 | 3,166 | 0.87% | 0.92% | 771 | -899 | -6.82% | Q4 2025 | Feb 09, 2026 |
| Farnam Financial LLC | History | Added to | 12,200 | 3,146 | 2.37% | 2.24% | 772 | +881 | 7.78% | Q4 2025 | Jan 26, 2026 |
| Envision Financial LLC | History | Added to | 12,173 | 3,139 | 1.66% | 1.53% | 773 | +1,680 | 16.01% | Q4 2025 | Jan 07, 2026 |
| Elwood & Goetz Wealth Advisory Group, LLC | History | Reduced | 12,109 | 3,123 | 0.55% | 0.59% | 774 | -6 | -0.05% | Q4 2025 | Jan 21, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Reduced | 12,043 | 3,106 | 0.2% | 0.21% | 775 | -446 | -3.57% | Q4 2025 | Jan 26, 2026 |
| Summit Wealth Partners, LLC | History | Reduced | 12,041 | 3,105 | 0.57% | 0.63% | 776 | -1,675 | -12.21% | Q4 2025 | Jan 27, 2026 |
| Astoria Strategic Wealth, Inc. | History | Reduced | 12,000 | 3,095 | 0.78% | 0.77% | 777 | -56 | -0.46% | Q4 2025 | Feb 05, 2026 |
| Marble Harbor Investment Counsel, LLC | History | Added to | 11,994 | 3,093 | 0.33% | 0.32% | 778 | +40 | 0.33% | Q4 2025 | Feb 06, 2026 |
| Strategic Equity Management | History | Added to | 11,969 | 3,087 | 1.05% | 0.11% | 779 | +10,846 | 965.81% | Q4 2025 | Feb 09, 2026 |
| Boyd Wealth Management, LLC | History | Added to | 11,922 | 3,075 | 1.3% | 1.3% | 780 | +16 | 0.13% | Q4 2025 | Jan 28, 2026 |
| Investment Advisory Group, LLC | History | Added to | 11,893 | 3,067 | 0.79% | 0.81% | 781 | +188 | 1.61% | Q4 2025 | Jan 23, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Reduced | 11,885 | 3,065 | 0.14% | 0.18% | 782 | -925 | -7.22% | Q4 2025 | Jan 12, 2026 |
| Canvas Wealth Advisors, LLC | History | Reduced | 11,873 | 3,062 | 0.52% | 0.56% | 783 | -26 | -0.22% | Q4 2025 | Jan 12, 2026 |
| Scott & Selber, Inc. | History | Added to | 11,858 | 3,058 | 0.77% | 0.76% | 784 | +68 | 0.58% | Q4 2025 | Jan 09, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | Added to | 11,816 | 3,047 | 0.17% | 0.16% | 785 | +515 | 4.56% | Q4 2025 | Feb 13, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 11,782 | 3,039 | 0.18% | 0.15% | 786 | -1,315 | -10.04% | Q4 2025 | Jan 30, 2026 |
| Roth Financial Partners LLC | History | Reduced | 11,770 | 3,036 | 1.0% | 1.02% | 787 | -99 | -0.83% | Q4 2025 | Jan 29, 2026 |
| TRITONPOINT WEALTH, LLC | History | Added to | 11,768 | 3,035 | 0.31% | 0.26% | 788 | +5 | 0.04% | Q4 2025 | Jan 20, 2026 |
| Axiom Financial Strategies, LLC | History | Reduced | 11,701 | 3,018 | 1.27% | 1.58% | 789 | -2,763 | -19.1% | Q4 2025 | Jan 23, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | Added to | 11,065 | 3,007 | 0.67% | 0.69% | 790 | +454 | 4.28% | Q4 2025 | Feb 04, 2026 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | History | Added to | 11,643 | 3,003 | 0.68% | 0.69% | 791 | +106 | 0.92% | Q4 2025 | Jan 12, 2026 |
| OpenArc Corporate Advisory, LLC | History | New | 11,636 | 3,001 | 0.05% | — | 792 | +11,636 | New | Q4 2025 | Feb 13, 2026 |
| Hummer Financial Advisory Services Inc | History | Reduced | 11,592 | 2,990 | 2.11% | 2.17% | 793 | -95 | -0.81% | Q4 2025 | Jan 12, 2026 |
| Gibson Wealth Advisors LLC | History | Reduced | 11,561 | 2,982 | 2.04% | 2.11% | 794 | -125 | -1.07% | Q4 2025 | Jan 13, 2026 |
| REBALANCE, LLC | History | Reduced | 11,547 | 2,978 | 0.17% | 0.18% | 795 | -5 | -0.04% | Q4 2025 | Jan 15, 2026 |
| BOS Asset Management, LLC | History | No change | 11,517 | 2,970 | 0.8% | 0.83% | 796 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 11,378 | 2,963 | 0.2% | 0.21% | 797 | +324 | 2.93% | Q4 2025 | Jan 15, 2026 |
| McNamara Financial Services, Inc. | History | Reduced | 11,485 | 2,962 | 0.56% | 1.33% | 798 | -16,693 | -59.24% | Q4 2025 | Jan 21, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 11,427 | 2,947 | 0.04% | 0.0% | 799 | +10,442 | 1060.1% | Q4 2025 | Feb 06, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 11,418 | 2,945 | 0.37% | 0.38% | 800 | +111 | 0.98% | Q4 2025 | Feb 13, 2026 |
| SOL Capital Management CO | History | Reduced | 11,382 | 2,936 | 0.26% | 0.26% | 801 | -123 | -1.07% | Q4 2025 | Jan 30, 2026 |
| PACIFIC FINANCIAL GROUP INC | History | Added to | 11,375 | 2,934 | 1.63% | 0.18% | 802 | +10,415 | 1084.9% | Q4 2025 | Feb 17, 2026 |
| Brookwood Investment Group LLC | History | Reduced | 11,340 | 2,925 | 0.35% | 0.37% | 803 | -44 | -0.39% | Q4 2025 | Jan 22, 2026 |
| Wilmington Savings Fund Society, FSB | History | Added to | 11,295 | 2,913 | 0.07% | 0.07% | 804 | +612 | 5.73% | Q4 2025 | Feb 12, 2026 |
| Baron Financial Group, LLC | History | Added to | 11,272 | 2,907 | 1.56% | 1.54% | 805 | +252 | 2.29% | Q4 2025 | Jan 09, 2026 |
| SMITH, MOORE & CO. | History | Added to | 11,244 | 2,900 | 0.22% | 0.21% | 806 | +497 | 4.62% | Q4 2025 | Jan 23, 2026 |
| Pitcairn Wealth Advisors LLC | History | New | 11,227 | 2,896 | 0.26% | — | 807 | +11,227 | New | Q4 2025 | Feb 13, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 11,181 | 2,883 | 0.01% | 0.01% | 808 | -41 | -0.37% | Q4 2025 | Feb 12, 2026 |
| PARAGON CAPITAL MANAGEMENT INC | History | Reduced | 11,176 | 2,882 | 2.23% | 2.45% | 809 | -1,713 | -13.29% | Q4 2025 | Jan 23, 2026 |
| Columbia River Financial Group, LLC | History | Reduced | 11,135 | 2,872 | 1.76% | 1.76% | 810 | -66 | -0.59% | Q4 2025 | Feb 12, 2026 |
| SkyOak Wealth, LLC | History | Added to | 11,124 | 2,869 | 0.52% | 0.53% | 811 | +30 | 0.27% | Q4 2025 | Feb 05, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | Added to | 11,070 | 2,855 | 0.3% | 0.31% | 812 | +137 | 1.25% | Q4 2025 | Jan 09, 2026 |
| Allegheny Financial Group | History | Added to | 11,062 | 2,853 | 0.42% | 0.35% | 813 | +3,685 | 49.95% | Q4 2025 | Feb 02, 2026 |
| Michelson Medical Research Foundation, Inc. | History | No change | 11,010 | 2,840 | 2.85% | 2.43% | 814 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 10,875 | 2,805 | 0.16% | 0.16% | 815 | +37 | 0.34% | Q4 2025 | Jan 14, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | Added to | 10,854 | 2,799 | 0.64% | 0.65% | 816 | +547 | 5.31% | Q4 2025 | Jan 20, 2026 |
| Parker Financial LLC | History | Added to | 10,828 | 2,793 | 1.13% | 1.12% | 817 | +74 | 0.69% | Q4 2025 | Feb 03, 2026 |
| Financial Planning Fort Collins, LLC | History | New | 10,801 | 2,786 | 2.45% | — | 818 | +10,801 | New | Q4 2025 | Feb 18, 2026 |
| WELCH & FORBES LLC | History | Reduced | 10,754 | 2,773 | 0.03% | 0.04% | 819 | -800 | -6.92% | Q4 2025 | Feb 10, 2026 |
| ENCOMPASS WEALTH ADVISORS, LLC | History | Added to | 10,749 | 2,772 | 0.94% | 0.92% | 820 | +76 | 0.71% | Q4 2025 | Jan 22, 2026 |
| Legacy Advisors, LLC | History | Added to | 10,691 | 2,757 | 0.3% | 0.3% | 821 | +1,047 | 10.86% | Q4 2025 | Jan 27, 2026 |
| Investment Research & Advisory Group, Inc. | History | Added to | 10,670 | 2,752 | 0.91% | 0.9% | 822 | +237 | 2.27% | Q4 2025 | Jan 20, 2026 |
| Washington Trust Advisors, Inc. | History | Added to | 10,666 | 2,751 | 0.21% | 0.2% | 823 | +82 | 0.77% | Q4 2025 | Feb 03, 2026 |
| Octavia Wealth Advisors, LLC | History | Reduced | 10,657 | 2,748 | 0.26% | 0.28% | 824 | -376 | -3.41% | Q4 2025 | Jan 23, 2026 |
| Security Financial Services, INC. | History | Reduced | 10,638 | 2,744 | 0.43% | 0.44% | 825 | -28 | -0.26% | Q4 2025 | Jan 27, 2026 |
| Diversified Trust Co | History | Added to | 10,635 | 2,743 | 0.05% | 0.05% | 826 | +428 | 4.19% | Q4 2025 | Jan 09, 2026 |
| M3 Wealth Management, LLC | History | New | 10,586 | 2,730 | 2.17% | — | 828 | +10,586 | New | Q4 2025 | Feb 09, 2026 |
| Northstar Financial Companies, Inc. | History | Reduced | 10,586 | 2,730 | 2.17% | 2.68% | 827 | -823 | -7.21% | Q4 2025 | Feb 09, 2026 |
| Westside Investment Management, Inc. | History | Added to | 10,550 | 2,727 | 0.44% | 0.37% | 829 | +1,485 | 16.38% | Q4 2025 | Jan 23, 2026 |
| Argent Trust Co | History | Added to | 10,572 | 2,727 | 0.09% | 0.08% | 830 | +1,326 | 14.34% | Q4 2025 | Feb 10, 2026 |
| BTC Capital Management, Inc. | History | No change | 10,526 | 2,726 | 0.19% | 0.18% | 831 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Klingman & Associates, LLC | History | Reduced | 10,497 | 2,707 | 0.13% | 0.14% | 832 | -188 | -1.76% | Q4 2025 | Jan 29, 2026 |
| Intrinsic Value Partners, LLC | History | Added to | 10,485 | 2,704 | 2.03% | 1.94% | 833 | +1,057 | 11.21% | Q4 2025 | Jan 21, 2026 |
| Viewpoint Capital Management LLC | History | No change | 10,453 | 2,696 | 1.17% | 1.17% | 834 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Topel & Distasi Wealth Management, LLC | History | Added to | 10,446 | 2,694 | 1.32% | 1.31% | 835 | +13 | 0.12% | Q4 2025 | Feb 09, 2026 |
| Perfromance Wealth Partners, LLC | History | Reduced | 10,357 | 2,671 | 0.07% | 0.08% | 836 | -326 | -3.05% | Q4 2025 | Jan 21, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 10,351 | 2,670 | 0.03% | 0.04% | 837 | -560 | -5.13% | Q4 2025 | Feb 10, 2026 |
| GREENUP STREET WEALTH MANAGEMENT LLC | History | Added to | 10,354 | 2,670 | 0.39% | 0.39% | 838 | +418 | 4.21% | Q4 2025 | Jan 23, 2026 |
| Regal Investment Advisors LLC | History | Reduced | 10,317 | 2,661 | 0.16% | 0.19% | 839 | -983 | -8.7% | Q4 2025 | Feb 17, 2026 |
| Vontobel Holding Ltd. | History | Reduced | 10,290 | 2,654 | 0.01% | 0.01% | 840 | -296 | -2.8% | Q4 2025 | Feb 13, 2026 |
| STOCK YARDS BANK & TRUST CO | History | Reduced | 10,252 | 2,644 | 0.08% | 0.08% | 841 | -55 | -0.53% | Q4 2025 | Jan 21, 2026 |
| SOA Wealth Advisors, LLC. | History | Reduced | 10,139 | 2,615 | 0.44% | 0.45% | 842 | -84 | -0.82% | Q4 2025 | Jan 20, 2026 |
| MONEYWISE, INC. | History | Added to | 10,122 | 2,610 | 1.09% | 0.54% | 843 | +5,431 | 115.77% | Q4 2025 | Feb 05, 2026 |
| Columbus Macro, LLC | History | Added to | 10,068 | 2,597 | 0.28% | 0.28% | 844 | +339 | 3.48% | Q4 2025 | Jan 15, 2026 |
| SVB WEALTH LLC | History | Added to | 10,026 | 2,586 | 0.15% | 0.14% | 845 | +7 | 0.07% | Q4 2025 | Feb 04, 2026 |
| Heritage Trust Co | History | Reduced | 9,993 | 2,577 | 0.26% | 0.36% | 846 | -3,313 | -24.9% | Q4 2025 | Feb 10, 2026 |
| Tanager Wealth Management LLP | History | Reduced | 9,962 | 2,569 | 0.26% | 0.28% | 847 | -641 | -6.05% | Q4 2025 | Jan 26, 2026 |
| Goelzer Investment Management, Inc. | History | Reduced | 9,954 | 2,567 | 0.12% | 0.14% | 848 | -497 | -4.76% | Q4 2025 | Jan 14, 2026 |
| RED CRANE WEALTH MANAGEMENT, LLC | History | Reduced | 9,954 | 2,567 | 2.1% | 2.16% | 849 | -111 | -1.1% | Q4 2025 | Feb 03, 2026 |
| TFC Financial Management, Inc. | History | Added to | 9,926 | 2,560 | 0.32% | 0.32% | 850 | +98 | 1.0% | Q4 2025 | Jan 23, 2026 |
| City State Bank | History | Added to | 9,912 | 2,556 | 0.7% | 0.69% | 851 | +489 | 5.19% | Q4 2025 | Jan 28, 2026 |
| RHUMBLINE ADVISERS | History | New | 9,875 | 2,547 | 0.0% | — | 852 | +9,875 | New | Q4 2025 | Feb 13, 2026 |
| Joseph P. Lucia & Associates, LLC | History | Reduced | 9,801 | 2,528 | 0.91% | 0.97% | 853 | -302 | -2.99% | Q4 2025 | Jan 28, 2026 |
| Retirement Planning Group, LLC | History | Reduced | 9,799 | 2,527 | 0.08% | 0.11% | 854 | -2,383 | -19.56% | Q4 2025 | Feb 03, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 9,787 | 2,524 | 0.04% | 0.03% | 855 | +1,905 | 24.17% | Q4 2025 | Jan 13, 2026 |
| Radnor Capital Management, LLC | History | Reduced | 9,772 | 2,520 | 0.37% | 0.43% | 856 | -1,355 | -12.18% | Q4 2025 | Feb 06, 2026 |
| Legacy Edge Advisors, LLC | History | New | 9,769 | 2,519 | 0.28% | — | 857 | +9,769 | New | Q4 2025 | Feb 02, 2026 |
| Soltis Investment Advisors LLC | History | Added to | 9,762 | 2,518 | 0.17% | 0.17% | 858 | +145 | 1.51% | Q4 2025 | Apr 02, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Added to | 9,743 | 2,513 | 0.05% | 0.03% | 859 | +3,597 | 58.53% | Q4 2025 | Feb 18, 2026 |
| Focus Financial Network, Inc. | History | Added to | 9,728 | 2,509 | 0.09% | 0.08% | 860 | +758 | 8.45% | Q4 2025 | Jan 12, 2026 |
| Blue Trust, Inc. | History | Added to | 9,699 | 2,501 | 0.03% | 0.03% | 861 | +663 | 7.34% | Q4 2025 | Jan 16, 2026 |
| SWP FINANCIAL LLC | History | Reduced | 9,692 | 2,500 | 1.25% | 1.28% | 862 | -175 | -1.77% | Q4 2025 | Jan 16, 2026 |
| Osbon Capital Management LLC | History | New | 9,675 | 2,495 | 2.33% | — | 865 | +9,675 | New | Q4 2025 | Mar 16, 2026 |
| BRIGHTON SECURITIES CORP. | History | Added to | 9,676 | 2,495 | 1.23% | 0.97% | 863 | +2,339 | 31.88% | Q4 2025 | Mar 06, 2026 |
| Principle Wealth Partners LLC | History | Added to | 9,673 | 2,495 | 0.14% | 0.14% | 864 | +52 | 0.54% | Q4 2025 | Feb 06, 2026 |
| McCollum Christoferson Group LLC | History | Added to | 9,653 | 2,489 | 0.72% | 0.48% | 867 | +3,100 | 47.31% | Q4 2025 | Jan 09, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Reduced | 9,652 | 2,489 | 0.14% | 0.15% | 866 | -953 | -8.99% | Q4 2025 | Jan 13, 2026 |
| Optas, LLC | History | Reduced | 9,625 | 2,482 | 0.39% | 0.57% | 868 | -3,497 | -26.65% | Q4 2025 | Jan 27, 2026 |
| Fairway Wealth LLC | History | Added to | 9,542 | 2,461 | 0.66% | 0.68% | 869 | +62 | 0.65% | Q4 2025 | Jan 28, 2026 |
| Zhang Financial LLC | History | Added to | 9,501 | 2,450 | 0.09% | 0.1% | 870 | +145 | 1.55% | Q4 2025 | Feb 10, 2026 |
| Elevated Capital Advisors, LLC | History | Reduced | 9,414 | 2,428 | 0.57% | 0.61% | 871 | -182 | -1.9% | Q4 2025 | Jan 27, 2026 |
| Strategies Wealth Advisors, LLC | History | Added to | 9,386 | 2,421 | 0.24% | 0.25% | 872 | +1 | 0.01% | Q4 2025 | Feb 13, 2026 |
| CGN Advisors LLC | History | Reduced | 9,383 | 2,420 | 0.19% | 0.2% | 873 | -36 | -0.38% | Q4 2025 | Jan 05, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 9,380 | 2,419 | 0.09% | 0.09% | 874 | +613 | 6.99% | Q4 2025 | Feb 17, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 9,374 | 2,418 | 0.12% | 0.01% | 875 | +8,583 | 1085.08% | Q4 2025 | Feb 12, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 9,360 | 2,414 | 0.06% | 0.06% | 876 | -15 | -0.16% | Q4 2025 | Jan 07, 2026 |
| Simmons Bank | History | Added to | 9,317 | 2,403 | 0.16% | 0.15% | 877 | +682 | 7.9% | Q4 2025 | Feb 05, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Added to | 9,319 | 2,403 | 0.15% | 0.15% | 878 | +310 | 3.44% | Q4 2025 | Feb 17, 2026 |
| MidWestOne Financial Group, Inc. | History | Added to | 9,311 | 2,401 | 0.27% | 0.29% | 879 | +32 | 0.34% | Q4 2025 | Feb 12, 2026 |
| MONECO ADVISORS, LLC | History | Reduced | 9,247 | 2,385 | 0.19% | 0.2% | 880 | -303 | -3.17% | Q4 2025 | Feb 04, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | Reduced | 9,244 | 2,384 | 0.27% | 0.28% | 881 | -180 | -1.91% | Q4 2025 | Jan 14, 2026 |
| BAILARD, INC. | History | Reduced | 9,233 | 2,381 | 0.05% | 0.19% | 882 | -25,759 | -73.61% | Q4 2025 | Feb 04, 2026 |
| ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC | History | Reduced | 9,221 | 2,378 | 0.7% | 0.72% | 883 | -543 | -5.56% | Q4 2025 | Feb 11, 2026 |
| FIDUCIARY FAMILY OFFICE, LLC | History | Reduced | 9,201 | 2,373 | 0.68% | 0.71% | 884 | -650 | -6.6% | Q4 2025 | Feb 10, 2026 |
| Motley Fool Wealth Management, LLC | History | Added to | 9,199 | 2,372 | 0.18% | 0.1% | 885 | +3,456 | 60.18% | Q4 2025 | Feb 11, 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | History | Added to | 9,197 | 2,372 | 0.38% | 0.41% | 886 | +37 | 0.4% | Q4 2025 | Feb 11, 2026 |
| Holos Integrated Wealth LLC | History | Reduced | 9,044 | 2,365 | 1.32% | 1.37% | 887 | -337 | -3.59% | Q4 2025 | Jan 05, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 9,146 | 2,359 | 0.28% | 0.29% | 888 | +129 | 1.43% | Q4 2025 | Jan 26, 2026 |
| WEALTHSPAN PARTNERS, LLC | History | Reduced | 9,127 | 2,354 | 0.86% | 0.9% | 889 | -119 | -1.29% | Q4 2025 | Jan 27, 2026 |
| Cranbrook Wealth Management, LLC | History | Reduced | 9,083 | 2,343 | 0.46% | 0.51% | 891 | -881 | -8.84% | Q4 2025 | Jan 28, 2026 |
| CONNING INC. | History | No change | 9,084 | 2,343 | 0.08% | 0.08% | 890 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Western Wealth Management, LLC | History | Added to | 9,079 | 2,341 | 0.11% | 0.07% | 892 | +4,194 | 85.85% | Q4 2025 | Feb 05, 2026 |
| Winter & Associates, Inc. | History | New | 9,014 | 2,325 | 2.15% | — | 893 | +9,014 | New | Q4 2025 | Feb 13, 2026 |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | History | Reduced | 8,994 | 2,320 | 0.55% | 0.58% | 894 | -247 | -2.67% | Q4 2025 | Feb 02, 2026 |
| Fortitude Family Office, LLC | History | Reduced | 8,974 | 2,314 | 0.54% | 0.63% | 895 | -221 | -2.4% | Q4 2025 | Jan 15, 2026 |
| Infinity Wealth Counsel, LLC | History | Added to | 8,974 | 2,314 | 2.11% | 2.2% | 896 | +48 | 0.54% | Q4 2025 | Jan 15, 2026 |
| Onyx Bridge Wealth Group LLC | History | Reduced | 8,967 | 2,312 | 0.25% | 0.25% | 897 | -121 | -1.33% | Q4 2025 | Feb 18, 2026 |
| WATERS PARKERSON & CO., LLC | History | Added to | 8,926 | 2,302 | 0.11% | 0.11% | 898 | +160 | 1.83% | Q4 2025 | Feb 12, 2026 |
| Storen Legacy Partners, LLC | History | New | 8,853 | 2,283 | 0.72% | — | 900 | +8,853 | New | Q4 2025 | Mar 05, 2026 |
| DecisionPoint Financial, LLC | History | Added to | 8,851 | 2,283 | 0.5% | 0.52% | 899 | +129 | 1.48% | Q4 2025 | Jan 29, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Reduced | 8,847 | 2,282 | 0.12% | 0.12% | 901 | -47 | -0.53% | Q4 2025 | Feb 11, 2026 |
| Simplicity Wealth,LLC | History | Added to | 8,809 | 2,272 | 0.14% | 0.1% | 902 | +2,141 | 32.11% | Q4 2025 | Jan 30, 2026 |
| MITCHELL SINKLER & STARR/PA | History | Reduced | 8,799 | 2,269 | 1.03% | 1.05% | 903 | -350 | -3.83% | Q4 2025 | Feb 11, 2026 |
| Gallagher Capital Advisors, LLC | History | New | 7,676 | 2,252 | 1.46% | — | 904 | +7,676 | New | Q4 2025 | Feb 12, 2026 |
| PEOPLES FINANCIAL SERVICES CORP. | History | Reduced | 8,724 | 2,250 | 1.05% | 1.06% | 905 | -547 | -5.9% | Q4 2025 | Jan 26, 2026 |
| Elser Financial Planning, Inc | History | Reduced | 8,681 | 2,239 | 1.62% | 3.15% | 906 | -1,521 | -14.91% | Q4 2025 | Jan 15, 2026 |
| HOHIMER WEALTH MANAGEMENT, LLC | History | Added to | 8,670 | 2,236 | 0.3% | 0.31% | 907 | +31 | 0.36% | Q4 2025 | Feb 12, 2026 |
| BCS Private Wealth Management, Inc. | History | Reduced | 8,529 | 2,200 | 0.75% | 0.78% | 908 | -60 | -0.7% | Q4 2025 | Jan 26, 2026 |
| Cypress Point Wealth Management, LLC | History | No change | 8,500 | 2,192 | 0.48% | 0.44% | 909 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Added to | 8,493 | 2,190 | 0.59% | 0.03% | 910 | +8,236 | 3204.67% | Q4 2025 | Feb 09, 2026 |
| Pine Valley Investments Ltd Liability Co | History | Reduced | 8,438 | 2,176 | 0.1% | 0.11% | 911 | -253 | -2.91% | Q4 2025 | Feb 13, 2026 |
| BOSTON RESEARCH & MANAGEMENT INC | History | Reduced | 8,405 | 2,168 | 0.5% | 0.56% | 912 | -1,588 | -15.89% | Q4 2025 | Feb 11, 2026 |
| Level Financial Advisors | History | Added to | 8,402 | 2,167 | 0.57% | 0.52% | 913 | +1,109 | 15.21% | Q4 2025 | Jan 26, 2026 |
| Revolve Wealth Partners, LLC | History | Reduced | 8,396 | 2,165 | 0.25% | 0.27% | 914 | -530 | -5.94% | Q4 2025 | Jan 20, 2026 |
| Life Planning Partners, Inc | History | Reduced | 8,381 | 2,161 | 1.66% | 1.93% | 915 | -1,997 | -19.24% | Q4 2025 | Jan 16, 2026 |
| Beaumont Financial Advisors, LLC | History | Added to | 8,319 | 2,145 | 0.14% | 0.11% | 916 | +2,100 | 33.77% | Q4 2025 | Jan 16, 2026 |
| PFG Investments, LLC | History | Added to | 8,311 | 2,143 | 0.1% | 0.11% | 917 | +69 | 0.84% | Q4 2025 | Jan 26, 2026 |
| Main Street Financial Solutions, LLC | History | Reduced | 8,299 | 2,140 | 0.16% | 0.15% | 918 | -641 | -7.17% | Q4 2025 | Feb 17, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | History | Added to | 8,266 | 2,132 | 0.33% | 0.38% | 919 | +137 | 1.69% | Q4 2025 | Feb 03, 2026 |
| Vivaldi Capital Management LP | History | Reduced | 8,224 | 2,121 | 0.29% | 0.31% | 920 | -382 | -4.44% | Q4 2025 | Feb 13, 2026 |
| Beaird Harris Wealth Management, LLC | History | Added to | 8,202 | 2,115 | 0.15% | 0.15% | 921 | +39 | 0.48% | Q4 2025 | Feb 23, 2026 |
| EVOKE WEALTH, LLC | History | Reduced | 8,170 | 2,107 | 0.04% | 0.06% | 922 | -2,550 | -23.79% | Q4 2025 | Feb 06, 2026 |
| Morton Brown Family Wealth, LLC | History | Reduced | 8,166 | 2,106 | 0.57% | 0.6% | 923 | -51 | -0.62% | Q4 2025 | Jan 28, 2026 |
| First American Bank | History | Added to | 8,156 | 2,103 | 0.13% | 0.13% | 924 | +261 | 3.31% | Q4 2025 | Jan 20, 2026 |
| TPG Financial Advisors, LLC | History | Added to | 8,153 | 2,103 | 0.7% | 0.75% | 925 | +247 | 3.12% | Q4 2025 | Feb 06, 2026 |
| Schneider Downs Wealth Management Advisors, LP | History | Added to | 8,147 | 2,101 | 0.24% | 0.24% | 926 | +176 | 2.21% | Q4 2025 | Feb 12, 2026 |
| Noble Wealth Management PBC | History | Reduced | 8,133 | 2,097 | 1.05% | 1.12% | 927 | -135 | -1.63% | Q4 2025 | Jan 05, 2026 |
| MidAtlantic Capital Management, Inc. | History | Added to | 8,006 | 2,065 | 1.32% | 1.38% | 928 | +78 | 0.98% | Q4 2025 | Feb 10, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Added to | 7,980 | 2,058 | 0.06% | 0.12% | 929 | +757 | 10.48% | Q4 2025 | Feb 13, 2026 |
| BEARING POINT CAPITAL, LLC | History | Added to | 7,955 | 2,051 | 0.32% | 0.24% | 930 | +2,501 | 45.86% | Q4 2025 | Feb 10, 2026 |
| MCCARTER PRIVATE WEALTH SERVICES LLC | History | Added to | 7,942 | 2,048 | 0.92% | 0.71% | 933 | +2,475 | 45.27% | Q4 2025 | Feb 10, 2026 |
| Essex Bank | History | Added to | 7,942 | 2,048 | 0.44% | 0.43% | 932 | +364 | 4.8% | Q4 2025 | Feb 02, 2026 |
| FDx Advisors, Inc. | History | Reduced | 7,938 | 2,048 | 1.04% | 0.61% | 931 | -52 | -0.65% | Q4 2025 | Feb 10, 2026 |
| MADDEN SECURITIES Corp | History | Reduced | 7,918 | 2,042 | 0.62% | 0.62% | 934 | -53 | -0.66% | Q4 2025 | Feb 04, 2026 |
| Canal Capital Management, LLC | History | Added to | 7,915 | 2,041 | 0.29% | 0.3% | 935 | +93 | 1.19% | Q4 2025 | Jan 06, 2026 |
| Affinity Capital Advisors, LLC | History | Added to | 7,913 | 2,041 | 0.28% | 0.31% | 936 | +8 | 0.1% | Q4 2025 | Jan 09, 2026 |
| SeaCrest Wealth Management, LLC | History | Reduced | 7,610 | 2,035 | 0.21% | 0.21% | 937 | -84 | -1.09% | Q4 2025 | Jan 12, 2026 |
| O'Connor Financial Group LLC | History | Added to | 7,353 | 2,019 | 0.81% | 0.78% | 938 | +33 | 0.45% | Q4 2025 | Jan 26, 2026 |
| GW&K Investment Management, LLC | History | Added to | 7,824 | 2,018 | 0.02% | 0.01% | 939 | +1,972 | 33.7% | Q4 2025 | Feb 11, 2026 |
| Callan Family Office, LLC | History | New | 7,773 | 2,005 | 0.04% | — | 940 | +7,773 | New | Q4 2025 | Feb 12, 2026 |
| United Financial Planning Group LLC | History | Reduced | 7,759 | 2,001 | 1.21% | 1.39% | 941 | -904 | -10.44% | Q4 2025 | Feb 11, 2026 |
| Mountain Hill Investment Partners Corp. | History | Added to | 7,756 | 2,000 | 1.43% | 1.7% | 942 | +115 | 1.51% | Q4 2025 | Jan 26, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 7,753 | 1,999 | 0.0% | 0.0% | 943 | -9,815 | -55.87% | Q4 2025 | Feb 13, 2026 |
| Kovack Advisors, Inc. | History | Added to | 7,724 | 1,992 | 0.09% | 0.1% | 944 | +3,386 | 78.05% | Q4 2025 | Feb 17, 2026 |
| TCI Wealth Advisors, Inc. | History | Added to | 7,698 | 1,985 | 0.11% | 0.11% | 945 | +775 | 11.19% | Q4 2025 | Feb 02, 2026 |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | History | Reduced | 7,683 | 1,981 | 0.31% | 0.36% | 946 | -1,114 | -12.66% | Q4 2025 | Jan 23, 2026 |
| Aaron Wealth Advisors LLC | History | Added to | 7,648 | 1,973 | 0.11% | 0.1% | 947 | +1,157 | 17.82% | Q4 2025 | Jan 21, 2026 |
| Financial Planning Hawaii, Inc. | History | New | 7,638 | 1,970 | 1.13% | — | 948 | +7,638 | New | Q4 2025 | Jan 15, 2026 |
| Peak Asset Management, LLC | History | Reduced | 7,624 | 1,966 | 0.33% | 0.34% | 949 | -25 | -0.33% | Q4 2025 | Feb 05, 2026 |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | History | Added to | 7,617 | 1,964 | 0.54% | 0.55% | 950 | +141 | 1.89% | Q4 2025 | Jan 26, 2026 |
| Ironwood Financial, llc | History | Added to | 7,194 | 1,958 | 0.33% | 0.29% | 952 | +671 | 10.29% | Q4 2025 | Jan 15, 2026 |
| VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | History | Added to | 7,592 | 1,958 | 0.57% | 0.56% | 951 | +67 | 0.89% | Q4 2025 | Feb 12, 2026 |
| Sierra Capital LLC | History | No change | 7,550 | 1,948 | 0.21% | 0.21% | 953 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Lord & Richards Wealth Management, LLC | History | Added to | 7,535 | 1,943 | 1.67% | 1.12% | 954 | +2,723 | 56.59% | Q4 2025 | Jan 15, 2026 |
| ADVOCATE GROUP LLC | History | Added to | 7,501 | 1,934 | 0.31% | 0.31% | 955 | +93 | 1.26% | Q4 2025 | Jan 20, 2026 |
| Vigilare Wealth Management | History | Reduced | 7,493 | 1,932 | 0.65% | 5.06% | 956 | -49,994 | -86.97% | Q4 2025 | Jan 07, 2026 |
| HOWLAND CAPITAL MANAGEMENT LLC | History | No change | 7,456 | 1,923 | 0.07% | 0.07% | 957 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | History | Reduced | 7,354 | 1,917 | 0.26% | 0.27% | 958 | -227 | -2.99% | Q4 2025 | Jan 21, 2026 |
| Embree Financial Group | History | Reduced | 7,431 | 1,916 | 0.23% | 0.26% | 959 | -327 | -4.22% | Q4 2025 | Jan 14, 2026 |
| Berger Financial Group, Inc | History | Reduced | 7,427 | 1,915 | 0.11% | 0.12% | 960 | -253 | -3.29% | Q4 2025 | Jan 27, 2026 |
| AssuredPartners Investment Advisors, LLC | History | Added to | 7,421 | 1,914 | 0.28% | 0.1% | 961 | +5,624 | 312.97% | Q4 2025 | Feb 03, 2026 |
| SFM, LLC | History | Reduced | 7,420 | 1,914 | 1.12% | 1.14% | 962 | -278 | -3.61% | Q4 2025 | Jan 23, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Reduced | 7,398 | 1,908 | 0.12% | 0.14% | 963 | -86 | -1.15% | Q4 2025 | Feb 11, 2026 |
| Gryphon Financial Partners LLC | History | Added to | 7,365 | 1,899 | 0.2% | 0.2% | 964 | +469 | 6.8% | Q4 2025 | Jan 08, 2026 |
| NEW ENGLAND ASSET MANAGEMENT INC | History | No change | 7,340 | 1,893 | 0.25% | 0.24% | 965 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Reduced | 7,334 | 1,891 | 0.21% | 0.22% | 967 | -264 | -3.47% | Q4 2025 | Feb 18, 2026 |
| ANDERSON HOAGLAND & CO | History | Reduced | 7,331 | 1,891 | 0.16% | 0.17% | 966 | -93 | -1.25% | Q4 2025 | Jan 05, 2026 |
| Bridgewealth Advisory Group, LLC | History | Reduced | 7,328 | 1,890 | 0.42% | 0.7% | 968 | -4,635 | -38.74% | Q4 2025 | Feb 04, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | Reduced | 7,326 | 1,889 | 0.64% | 0.69% | 969 | -204 | -2.71% | Q4 2025 | Jan 20, 2026 |
| Rockbridge Investment Management, LCC | History | Reduced | 7,318 | 1,887 | 0.18% | 0.19% | 970 | -262 | -3.46% | Q4 2025 | Feb 04, 2026 |
| PLANWISER FINANCIAL, LLC | History | Added to | 6,782 | 1,877 | 1.4% | 1.22% | 971 | +752 | 12.47% | Q4 2025 | Feb 13, 2026 |
| Private Wealth Advisors, LLC | History | Reduced | 7,257 | 1,871 | 0.6% | 0.72% | 972 | -1,146 | -13.64% | Q4 2025 | Feb 06, 2026 |
| Pioneer Wealth Management Group | History | Reduced | 7,224 | 1,863 | 0.57% | 0.62% | 973 | -336 | -4.44% | Q4 2025 | Jan 12, 2026 |
| Capital Analysts, LLC | History | Reduced | 7,218 | 1,862 | 0.06% | 0.07% | 974 | -2,696 | -27.19% | Q4 2025 | Feb 11, 2026 |
| Tarbox Family Office, Inc. | History | Reduced | 7,212 | 1,860 | 0.3% | 0.28% | 975 | -305 | -4.06% | Q4 2025 | Jan 21, 2026 |
| DUNCKER STREETT & CO INC | History | Reduced | 7,153 | 1,845 | 0.33% | 0.34% | 976 | -454 | -5.97% | Q4 2025 | Jan 27, 2026 |
| Opulen Financial Group LLC | History | Added to | 7,155 | 1,845 | 1.34% | 1.31% | 977 | +343 | 5.04% | Q4 2025 | Feb 10, 2026 |
| Wells Financial Advisors INC | History | Reduced | 7,139 | 1,841 | 3.5% | 3.33% | 978 | -2,639 | -26.99% | Q4 2025 | Feb 02, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 7,138 | 1,841 | 0.03% | 0.03% | 979 | +157 | 2.25% | Q4 2025 | Jan 07, 2026 |
| Summit Investment Advisory Services, LLC | History | Added to | 7,135 | 1,840 | 0.69% | 0.72% | 980 | +59 | 0.83% | Q4 2025 | Feb 04, 2026 |
| Gainplan LLC | History | Added to | 7,133 | 1,839 | 0.69% | 0.75% | 981 | +191 | 2.75% | Q4 2025 | Jan 23, 2026 |
| 21 West Wealth Management LLC | History | Added to | 7,115 | 1,835 | 1.68% | 1.71% | 982 | +32 | 0.45% | Q4 2025 | Jan 13, 2026 |
| Manuka Financial, LLC | History | Reduced | 7,113 | 1,834 | 1.14% | 1.13% | 984 | -62 | -0.86% | Q4 2025 | Jan 28, 2026 |
| Tillman Hartley LLC | History | No change | 7,113 | 1,834 | 0.46% | 0.47% | 983 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Sowell Financial Services LLC | History | Reduced | 7,053 | 1,819 | 0.07% | 0.31% | 985 | -24,495 | -77.64% | Q4 2025 | Jan 21, 2026 |
| GC Wealth Management RIA, LLC | History | Reduced | 7,050 | 1,818 | 0.07% | 0.1% | 986 | -4,530 | -39.12% | Q4 2025 | Jan 30, 2026 |
| DIMENSION CAPITAL MANAGEMENT LLC | History | No change | 7,032 | 1,813 | 0.25% | 0.26% | 987 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Traveka Wealth, LLC | History | Added to | 7,028 | 1,812 | 0.74% | 0.8% | 988 | +14 | 0.2% | Q4 2025 | Jan 08, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Added to | 7,002 | 1,806 | 0.03% | 0.02% | 989 | +1,286 | 22.5% | Q4 2025 | Feb 09, 2026 |
| STRATEGIC ADVISORY PARTNERS, LLC | History | New | 6,996 | 1,804 | 1.5% | — | 990 | +6,996 | New | Q4 2025 | Mar 03, 2026 |
| Wiser Advisor Group LLC | History | Reduced | 6,984 | 1,801 | 2.06% | 2.22% | 991 | -50 | -0.71% | Q4 2025 | Feb 09, 2026 |
| Hilltop Holdings Inc. | History | Added to | 6,969 | 1,797 | 0.11% | 0.09% | 992 | +197 | 2.91% | Q4 2025 | Feb 17, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Reduced | 6,954 | 1,793 | 0.5% | 0.49% | 994 | -219 | -3.05% | Q4 2025 | Jan 15, 2026 |
| Retirement Planning Co of New England, Inc. | History | Reduced | 6,953 | 1,793 | 0.72% | 0.71% | 993 | -37 | -0.53% | Q4 2025 | Jan 28, 2026 |
| Modus Advisors, LLC | History | Reduced | 6,947 | 1,792 | 0.47% | 0.66% | 995 | -2,606 | -27.28% | Q4 2025 | Feb 11, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Reduced | 6,944 | 1,791 | 0.21% | 0.29% | 996 | -2,756 | -28.41% | Q4 2025 | Feb 13, 2026 |
| Bank of Jackson Hole Trust | History | Added to | 6,936 | 1,789 | 0.85% | 0.8% | 997 | +630 | 9.99% | Q4 2025 | Feb 12, 2026 |
| TRED AVON FAMILY WEALTH, LLC | History | Reduced | 6,924 | 1,786 | 0.58% | 0.62% | 998 | -153 | -2.16% | Q4 2025 | Jan 27, 2026 |
| Perennial Investment Advisors, LLC | History | Reduced | 6,894 | 1,778 | 0.14% | 0.15% | 999 | -303 | -4.21% | Q4 2025 | Feb 17, 2026 |
| LifePlan Investment Advisors, Inc. | History | Added to | 6,870 | 1,772 | 0.72% | 0.65% | 1000 | +767 | 12.57% | Q4 2025 | Feb 09, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 6,866 | 1,771 | 0.06% | 0.04% | 1001 | +3,174 | 85.97% | Q4 2025 | Feb 09, 2026 |
| Clarity Capital Advisors, LLC | History | Reduced | 6,855 | 1,768 | 0.88% | 0.95% | 1002 | -18 | -0.26% | Q4 2025 | Feb 11, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Added to | 6,821 | 1,759 | 0.22% | 0.06% | 1003 | +5,075 | 290.66% | Q4 2025 | Jan 07, 2026 |
| FLAGSTAR ADVISORS INC | History | Reduced | 6,805 | 1,755 | 0.59% | 0.55% | 1004 | -234 | -3.32% | Q4 2025 | Jan 13, 2026 |
| STAR Financial Bank | History | Reduced | 6,787 | 1,750 | 0.89% | 1.12% | 1005 | -662 | -8.89% | Q4 2025 | Feb 13, 2026 |
| SACHEM HILL LLC | History | Reduced | 6,767 | 1,745 | 0.34% | 0.35% | 1006 | -107 | -1.56% | Q4 2025 | Feb 12, 2026 |
| OFC FINANCIAL PLANNING, LLC | History | Added to | 6,759 | 1,743 | 1.65% | 1.57% | 1007 | +511 | 8.18% | Q4 2025 | Feb 04, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 6,755 | 1,742 | 0.0% | 0.0% | 1008 | -807 | -10.67% | Q4 2025 | Feb 10, 2026 |
| Sightline Wealth Advisors, LLC | History | Added to | 6,744 | 1,739 | 0.74% | 0.73% | 1009 | +349 | 5.46% | Q4 2025 | Jan 26, 2026 |
| INVESTMENT PARTNERS, LTD. | History | Added to | 6,732 | 1,736 | 0.61% | 0.59% | 1010 | +123 | 1.86% | Q4 2025 | Feb 10, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | Reduced | 6,699 | 1,728 | 0.4% | 0.45% | 1011 | -692 | -9.36% | Q4 2025 | Jan 06, 2026 |
| Partners in Financial Planning | History | Reduced | 6,702 | 1,728 | 0.29% | 0.3% | 1012 | -110 | -1.61% | Q4 2025 | Feb 02, 2026 |
| Fearless Solutions, LLC dba Best Invest | History | Reduced | 6,700 | 1,728 | 1.05% | 1.1% | 1013 | -57 | -0.84% | Q4 2025 | Jan 20, 2026 |
| ATX Financial Planning, LLC | History | New | 6,688 | 1,725 | 1.33% | — | 1014 | +6,688 | New | Q4 2025 | Feb 19, 2026 |
| Steffes Financial, Ltd. | History | New | 6,684 | 1,724 | 0.9% | — | 1015 | +6,684 | New | Q4 2025 | Feb 17, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | Reduced | 6,641 | 1,713 | 0.08% | 0.09% | 1016 | -62 | -0.92% | Q4 2025 | Feb 11, 2026 |
| Carl P. Sherr & Co., LLC | History | Added to | 6,345 | 1,712 | 0.76% | 0.68% | 1017 | +672 | 11.85% | Q4 2025 | Feb 09, 2026 |
| GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. | History | New | 6,619 | 1,707 | 1.36% | — | 1018 | +6,619 | New | Q4 2025 | Feb 12, 2026 |
| Sovran Advisors, LLC | History | Added to | 6,175 | 1,702 | 0.14% | 0.11% | 1019 | +1,401 | 29.35% | Q4 2025 | Jan 20, 2026 |
| Gray Private Wealth, LLC | History | Reduced | 6,597 | 1,701 | 0.83% | 0.87% | 1020 | -185 | -2.73% | Q4 2025 | Feb 04, 2026 |
| Anchor Investment Management, LLC | History | Added to | 6,592 | 1,700 | 0.14% | 0.14% | 1021 | +15 | 0.23% | Q4 2025 | Feb 26, 2026 |
| Marquette Asset Management, LLC | History | Reduced | 6,580 | 1,697 | 0.25% | 0.26% | 1022 | -60 | -0.9% | Q4 2025 | Jan 16, 2026 |
| Canandaigua National Trust Co of Florida | History | Added to | 6,577 | 1,696 | 1.06% | 1.29% | 1023 | +189 | 2.96% | Q4 2025 | Jan 30, 2026 |
| Sunburst Financial Group, LLC | History | Added to | 6,578 | 1,696 | 0.34% | 0.35% | 1024 | +82 | 1.26% | Q4 2025 | Jan 21, 2026 |
| SFG Wealth Management, LLC. | History | Added to | 6,564 | 1,693 | 0.67% | 0.64% | 1027 | +737 | 12.65% | Q4 2025 | Feb 03, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 6,564 | 1,693 | 0.15% | 0.14% | 1026 | +464 | 7.61% | Q4 2025 | Jan 26, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 6,567 | 1,693 | 0.0% | 0.0% | 1025 | -125 | -1.87% | Q4 2025 | Feb 11, 2026 |
| RETIREMENT GUYS FORMULA LLC | History | Added to | 6,626 | 1,688 | 0.77% | 0.53% | 1028 | +671 | 11.27% | Q4 2025 | Jan 23, 2026 |
| TRUST CO OF VERMONT | History | Reduced | 6,515 | 1,680 | 0.07% | 0.09% | 1029 | -1,870 | -22.3% | Q4 2025 | Jan 16, 2026 |
| NICOLET BANKSHARES INC | History | Added to | 6,498 | 1,676 | 0.27% | 0.21% | 1030 | +1,463 | 29.06% | Q4 2025 | Feb 09, 2026 |
| Mission Creek Capital Partners, Inc. | History | Added to | 6,480 | 1,671 | 0.34% | 0.21% | 1032 | +2,245 | 53.01% | Q4 2025 | Feb 12, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | Reduced | 6,478 | 1,671 | 0.8% | 0.82% | 1031 | -181 | -2.72% | Q4 2025 | Feb 05, 2026 |
| Opus Financial Solutions LLC | History | New | 6,473 | 1,669 | 1.58% | — | 1033 | +6,473 | New | Q4 2025 | Feb 17, 2026 |
| Camelot Portfolios, LLC | History | Reduced | 6,461 | 1,666 | 1.02% | 1.2% | 1034 | -1,549 | -19.34% | Q4 2025 | Jan 29, 2026 |
| KITCHING PARTNERS, LLC | History | Added to | 6,430 | 1,658 | 1.51% | 0.39% | 1035 | +4,790 | 292.07% | Q4 2025 | Feb 18, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Added to | 6,424 | 1,657 | 0.01% | 0.0% | 1036 | +4,078 | 173.83% | Q4 2025 | Feb 17, 2026 |
| PATRON PARTNERS, LLC | History | Reduced | 6,419 | 1,655 | 0.74% | 0.74% | 1037 | -10 | -0.16% | Q4 2025 | Feb 11, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | Added to | 6,408 | 1,652 | 0.05% | 0.05% | 1038 | +670 | 11.68% | Q4 2025 | Feb 13, 2026 |
| Ascent Group, LLC | History | Reduced | 6,400 | 1,650 | 0.06% | 0.07% | 1040 | -918 | -12.54% | Q4 2025 | Jan 20, 2026 |
| MERIDIAN INVESTMENT COUNSEL INC. | History | Added to | 6,397 | 1,650 | 0.4% | 0.36% | 1039 | +724 | 12.76% | Q4 2025 | Jan 20, 2026 |
| SigFig Wealth Management, LLC | History | Reduced | 6,386 | 1,647 | 0.05% | 0.05% | 1041 | -430 | -6.31% | Q4 2025 | Jan 16, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 5,963 | 1,643 | 0.05% | 0.03% | 1042 | +2,875 | 93.1% | Q4 2025 | Jan 23, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 6,362 | 1,640 | 0.26% | 0.26% | 1043 | +3 | 0.05% | Q4 2025 | Feb 24, 2026 |
| HALL CAPITAL MANAGEMENT CO INC | History | Added to | 6,357 | 1,639 | 0.63% | 0.61% | 1044 | +313 | 5.18% | Q4 2025 | Feb 17, 2026 |
| Compass Financial Group, INC/SD | History | Reduced | 6,356 | 1,639 | 0.23% | 0.24% | 1045 | -43 | -0.67% | Q4 2025 | Jan 27, 2026 |
| JEPPSON WEALTH MANAGEMENT, LLC | History | Added to | 6,343 | 1,636 | 0.52% | 0.51% | 1046 | +48 | 0.76% | Q4 2025 | Jan 27, 2026 |
| Seven Springs Wealth Group, LLC | History | No change | 6,334 | 1,633 | 0.47% | 0.39% | 1047 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| HCR Wealth Advisors | History | Added to | 6,328 | 1,632 | 0.16% | 0.03% | 1048 | +5,303 | 517.37% | Q4 2025 | Jan 27, 2026 |
| TOMPKINS FINANCIAL CORP | History | Added to | 6,326 | 1,631 | 0.13% | 0.13% | 1049 | +212 | 3.47% | Q4 2025 | Jan 08, 2026 |
| NBC SECURITIES, INC. | History | Added to | 6,322 | 1,630 | 0.12% | 0.12% | 1050 | +9 | 0.14% | Q4 2025 | Jan 29, 2026 |
| High Net Worth Advisory Group LLC | History | Added to | 6,311 | 1,628 | 0.38% | 0.35% | 1051 | +561 | 9.76% | Q4 2025 | Jan 23, 2026 |
| Lee Financial Co | History | Reduced | 6,290 | 1,622 | 0.22% | 0.2% | 1052 | -2 | -0.03% | Q4 2025 | Jan 22, 2026 |
| Traynor Capital Management, Inc. | History | Reduced | 6,279 | 1,619 | 0.09% | 0.1% | 1053 | -795 | -11.24% | Q4 2025 | Jan 12, 2026 |
| Global Wealth Management Investment Advisory, Inc. | History | Added to | 6,267 | 1,616 | 0.26% | 0.26% | 1054 | +89 | 1.44% | Q4 2025 | Feb 04, 2026 |
| GREENLEAF TRUST | History | Added to | 6,238 | 1,609 | 0.01% | 0.01% | 1056 | +482 | 8.37% | Q4 2025 | Jan 21, 2026 |
| S&T BANK/PA | History | Added to | 6,239 | 1,609 | 0.51% | 0.43% | 1055 | +240 | 4.0% | Q4 2025 | Feb 13, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 6,235 | 1,608 | 0.13% | 0.13% | 1057 | +229 | 3.81% | Q4 2025 | Jan 23, 2026 |
| USAdvisors Wealth Management, LLC | History | Reduced | 6,220 | 1,604 | 0.53% | 0.55% | 1058 | -96 | -1.52% | Q4 2025 | Feb 05, 2026 |
| Westover Capital Advisors, LLC | History | Added to | 6,214 | 1,602 | 0.29% | 0.28% | 1059 | +167 | 2.76% | Q4 2025 | Feb 09, 2026 |
| AlTi Global, Inc. | History | Added to | 6,190 | 1,596 | 0.03% | 0.04% | 1060 | +284 | 4.81% | Q4 2025 | Feb 13, 2026 |
| Revisor Wealth Management LLC | History | Added to | 5,844 | 1,585 | 0.42% | 0.35% | 1061 | +1,919 | 48.89% | Q4 2025 | Jan 27, 2026 |
| DMKC Advisory Services, LLC | History | Added to | 6,146 | 1,585 | 0.7% | 0.69% | 1062 | +778 | 14.49% | Q4 2025 | Jan 30, 2026 |
| Strategic Wealth Advisors LLC | History | New | 6,133 | 1,582 | 1.35% | — | 1063 | +6,133 | New | Q4 2025 | Feb 03, 2026 |
| ROMANO BROTHERS AND COMPANY | History | Reduced | 6,132 | 1,581 | 0.18% | 0.18% | 1064 | -64 | -1.03% | Q4 2025 | Jan 14, 2026 |
| CAPITAL CITY TRUST CO/FL | History | Added to | 6,119 | 1,578 | 0.35% | 0.32% | 1065 | +934 | 18.01% | Q4 2025 | Feb 03, 2026 |
| New Covenant Trust Company, N.A. | History | No change | 6,006 | 1,570 | 1.42% | 1.42% | 1066 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Berkeley Capital Partners, LLC | History | Added to | 6,062 | 1,563 | 0.37% | 0.36% | 1067 | +10 | 0.17% | Q4 2025 | Feb 05, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Reduced | 6,041 | 1,558 | 0.12% | 0.21% | 1068 | -5,483 | -47.58% | Q4 2025 | Jan 23, 2026 |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | History | Added to | 6,029 | 1,555 | 0.05% | 0.05% | 1069 | +47 | 0.79% | Q4 2025 | Feb 11, 2026 |
| Everhart Financial Group, Inc. | History | Added to | 6,018 | 1,552 | 0.14% | 0.14% | 1070 | +595 | 10.97% | Q4 2025 | Jan 07, 2026 |
| MorganRosel Wealth Management, LLC | History | Added to | 6,016 | 1,551 | 0.39% | 0.37% | 1072 | +461 | 8.3% | Q4 2025 | Feb 13, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | Added to | 6,015 | 1,551 | 0.73% | 0.73% | 1071 | +34 | 0.57% | Q4 2025 | Feb 13, 2026 |
| Trivium Point Advisory, LLC | History | Reduced | 6,010 | 1,550 | 0.16% | 0.16% | 1073 | -24 | -0.4% | Q4 2025 | Jan 26, 2026 |
| Calder Financial LLC | History | New | 6,007 | 1,549 | 1.52% | — | 1075 | +6,007 | New | Q4 2025 | Jan 23, 2026 |
| Madden Advisory Services, Inc. | History | Added to | 6,009 | 1,549 | 0.62% | 0.59% | 1074 | +42 | 0.7% | Q4 2025 | Feb 11, 2026 |
| Wisconsin Wealth Advisors, LLC | History | Reduced | 5,983 | 1,543 | 1.51% | 1.45% | 1076 | -5 | -0.08% | Q4 2025 | Jan 07, 2026 |
| Aberdeen Wealth Management LLC | History | New | 5,981 | 1,542 | 0.71% | — | 1077 | +5,981 | New | Q4 2025 | Feb 12, 2026 |
| Williams Jones Wealth Management, LLC. | History | Added to | 5,961 | 1,537 | 0.02% | 0.02% | 1078 | +42 | 0.71% | Q4 2025 | Feb 13, 2026 |
| Schrum Private Wealth Management LLC | History | Reduced | 5,946 | 1,533 | 1.13% | 1.14% | 1079 | -158 | -2.59% | Q4 2025 | Feb 17, 2026 |
| Cornerstone Wealth Advisors, Inc. | History | Added to | 5,918 | 1,526 | 0.35% | 0.35% | 1080 | +158 | 2.74% | Q4 2025 | Jan 14, 2026 |
| FULTON BANK, N.A. | History | Added to | 5,912 | 1,525 | 0.05% | 0.05% | 1081 | +247 | 4.36% | Q4 2025 | Jan 08, 2026 |
| Kendall Capital Management | History | No change | 5,910 | 1,524 | 0.32% | 0.34% | 1082 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| MUIRFIELD WEALTH ADVISORS LLC | History | Reduced | 5,886 | 1,518 | 1.11% | 1.15% | 1083 | -226 | -3.7% | Q4 2025 | Feb 06, 2026 |
| Cascade Financial Partners, LLC | History | No change | 5,880 | 1,516 | 0.15% | 0.17% | 1084 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Capital Squared Financial LLC | History | Added to | 5,864 | 1,512 | 1.18% | 1.24% | 1086 | +230 | 4.08% | Q4 2025 | Apr 17, 2026 |
| Dogwood Wealth Management LLC | History | Reduced | 5,863 | 1,512 | 0.67% | 0.68% | 1085 | -1 | -0.02% | Q4 2025 | Feb 04, 2026 |
| Colonial Trust Co / SC | History | Reduced | 5,832 | 1,504 | 0.2% | 0.2% | 1087 | -110 | -1.85% | Q4 2025 | Feb 12, 2026 |
| Rockwood Wealth Management, LLC | History | Added to | 5,829 | 1,503 | 0.11% | 0.12% | 1088 | +37 | 0.64% | Q4 2025 | Jan 29, 2026 |
| Independence Bank of Kentucky | History | Added to | 5,792 | 1,494 | 0.19% | 0.19% | 1089 | +118 | 2.08% | Q4 2025 | Jan 20, 2026 |
| Peak Retirement Planning, Inc. | History | Added to | 5,782 | 1,491 | 0.35% | 0.24% | 1090 | +2,385 | 70.21% | Q4 2025 | Feb 10, 2026 |
| Spire Wealth Management | History | Added to | 5,761 | 1,485 | 0.05% | 0.05% | 1091 | +326 | 6.0% | Q4 2025 | Jan 14, 2026 |
| LAM GROUP, INC. | History | Added to | 5,750 | 1,483 | 0.85% | 0.9% | 1092 | +45 | 0.79% | Q4 2025 | Jan 23, 2026 |
| Topsail Wealth Management, LLC | History | Reduced | 5,730 | 1,477 | 0.22% | 0.28% | 1093 | -814 | -12.44% | Q4 2025 | Feb 04, 2026 |
| Keel Point, LLC | History | Reduced | 5,720 | 1,475 | 0.09% | 0.09% | 1094 | -119 | -2.04% | Q4 2025 | Feb 12, 2026 |
| Tranquility Partners, LLC | History | Reduced | 5,710 | 1,472 | 0.53% | 0.51% | 1095 | -269 | -4.5% | Q4 2025 | Feb 03, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Reduced | 5,707 | 1,472 | 0.15% | 0.15% | 1096 | -83 | -1.43% | Q4 2025 | Jan 27, 2026 |
| GuidedMoney, LLC | History | New | 5,705 | 1,471 | 0.79% | — | 1097 | +5,705 | New | Q4 2025 | Feb 23, 2026 |
| Pathfinder Wealth Consulting, Inc. | History | New | 5,665 | 1,461 | 0.92% | — | 1098 | +5,665 | New | Q4 2025 | Feb 09, 2026 |
| UPTICK PARTNERS, LLC | History | Added to | 5,625 | 1,450 | 0.31% | 0.33% | 1099 | +712 | 14.49% | Q4 2025 | Feb 02, 2026 |
| Intrua Financial, LLC | History | Reduced | 5,598 | 1,444 | 0.15% | 0.16% | 1100 | -115 | -2.01% | Q4 2025 | Feb 05, 2026 |
| Luminist Capital LLC | History | Added to | 5,596 | 1,443 | 1.78% | 1.19% | 1101 | +171 | 3.15% | Q4 2025 | Feb 13, 2026 |
| AMARA FINANCIAL, LLC. | History | Added to | 5,529 | 1,426 | 0.99% | 1.03% | 1102 | +22 | 0.4% | Q4 2025 | Feb 03, 2026 |
| Graetz Wealth LLC | History | New | 5,526 | 1,425 | 1.3% | — | 1103 | +5,526 | New | Q4 2025 | Feb 12, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 5,521 | 1,424 | 0.01% | 0.01% | 1104 | +805 | 17.07% | Q4 2025 | Feb 12, 2026 |
| DBK Financial Counsel, LLC | History | Reduced | 5,516 | 1,422 | 1.09% | 1.18% | 1105 | -25 | -0.45% | Q4 2025 | Jan 26, 2026 |
| Novak & Powell Financial Services, Inc. | History | Added to | 4,985 | 1,421 | 0.74% | 0.26% | 1106 | +3,063 | 159.37% | Q4 2025 | Feb 10, 2026 |
| Carnegie Investment Counsel | History | Added to | 5,492 | 1,416 | 0.03% | 0.03% | 1107 | +201 | 3.8% | Q4 2025 | Jan 23, 2026 |
| WORLD EQUITY GROUP, INC. | History | Added to | 5,484 | 1,414 | 0.39% | 0.3% | 1108 | +205 | 3.88% | Q4 2025 | Jan 12, 2026 |
| Capstone Wealth Management Group LLC | History | Added to | 5,461 | 1,408 | 0.85% | 0.83% | 1110 | +369 | 7.25% | Q4 2025 | Jan 09, 2026 |
| TME FINANCIAL, INC. | History | Added to | 5,462 | 1,408 | 0.99% | 1.0% | 1109 | +204 | 3.88% | Q4 2025 | Jan 27, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Added to | 5,455 | 1,407 | 0.16% | 0.16% | 1111 | +266 | 5.13% | Q4 2025 | Jan 09, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 5,456 | 1,407 | 0.03% | 0.03% | 1112 | +254 | 4.88% | Q4 2025 | Jan 28, 2026 |
| Selby Wealth Management, LLC | History | New | 5,426 | 1,399 | 0.56% | — | 1113 | +5,426 | New | Q4 2025 | Feb 13, 2026 |
| CIDEL ASSET MANAGEMENT INC | History | Reduced | 5,421 | 1,398 | 0.1% | 0.08% | 1114 | -11 | -0.2% | Q4 2025 | Jan 21, 2026 |
| Mustard Seed Financial, LLC | History | Added to | 5,400 | 1,392 | 0.88% | 0.87% | 1115 | +70 | 1.31% | Q4 2025 | Jan 23, 2026 |
| Autumn Glory Partners, LLC | History | Added to | 5,386 | 1,389 | 0.49% | 0.17% | 1116 | +3,731 | 225.44% | Q4 2025 | Jan 27, 2026 |
| Grange Capital, LLC | History | Reduced | 5,389 | 1,389 | 1.33% | 1.41% | 1117 | -349 | -6.08% | Q4 2025 | Feb 03, 2026 |
| King Wealth Management Group | History | No change | 5,381 | 1,388 | 0.17% | 0.17% | 1118 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| BEACON ADVISORS HOLDINGS, LLC | History | New | 5,360 | 1,382 | 0.73% | — | 1119 | +5,360 | New | Q4 2025 | Feb 27, 2026 |
| Cabot-Wellington, LLC | History | Reduced | 5,347 | 1,379 | 0.44% | 0.66% | 1120 | -2,617 | -32.86% | Q4 2025 | Jan 28, 2026 |
| Harbor Group, Inc. | History | Reduced | 5,344 | 1,378 | 0.21% | 0.22% | 1121 | -192 | -3.47% | Q4 2025 | Jan 12, 2026 |
| WealthTrust Asset Management, LLC | History | New | 5,341 | 1,377 | 0.96% | — | 1122 | +5,341 | New | Q4 2025 | Feb 04, 2026 |
| DEFINED WEALTH MANAGEMENT, LLC | History | Reduced | 5,335 | 1,376 | 0.79% | 0.8% | 1123 | -102 | -1.88% | Q4 2025 | Jan 15, 2026 |
| Bond & Devick Financial Network, Inc. | History | Added to | 5,320 | 1,372 | 0.39% | 0.4% | 1124 | +74 | 1.41% | Q4 2025 | Jan 14, 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | History | Added to | 5,308 | 1,369 | 0.07% | 0.07% | 1125 | +79 | 1.51% | Q4 2025 | Feb 17, 2026 |
| Cornerstone Wealth Group, LLC | History | Reduced | 5,300 | 1,367 | 0.09% | 0.1% | 1126 | -377 | -6.64% | Q4 2025 | Jan 26, 2026 |
| Oak Wealth Advisors LLC | History | No change | 5,294 | 1,365 | 0.78% | 0.78% | 1127 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Chevy Chase Trust Holdings, LLC | History | Reduced | 5,285 | 1,363 | 0.0% | 0.0% | 1128 | -706 | -11.78% | Q4 2025 | Feb 13, 2026 |
| Founders Financial Alliance, LLC | History | Reduced | 5,280 | 1,361 | 0.26% | 0.27% | 1129 | -296 | -5.31% | Q4 2025 | Feb 12, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 5,272 | 1,359 | 0.04% | 0.04% | 1130 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Paulson Wealth Management Inc. | History | Reduced | 5,268 | 1,358 | 0.31% | 0.36% | 1131 | -766 | -12.69% | Q4 2025 | Feb 05, 2026 |
| FIRST HORIZON CORP | History | Reduced | 5,231 | 1,349 | 0.06% | 0.06% | 1132 | -112 | -2.1% | Q4 2025 | Jan 27, 2026 |
| Global Strategic Investment Solutions, LLC | History | Reduced | 5,231 | 1,349 | 0.13% | 0.13% | 1133 | -71 | -1.34% | Q4 2025 | Jan 29, 2026 |
| Trinity Financial Advisors LLC | History | Reduced | 5,226 | 1,347 | 0.38% | 0.39% | 1134 | -41 | -0.78% | Q4 2025 | Jan 13, 2026 |
| Grove Street Fiduciary, LLC | History | No change | 5,210 | 1,343 | 0.56% | 0.63% | 1135 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| O'ROURKE & COMPANY, Inc | History | Reduced | 5,205 | 1,342 | 0.52% | 0.56% | 1136 | -113 | -2.12% | Q4 2025 | Jan 28, 2026 |
| Nabity-Jensen Investment Management Inc | History | Added to | 5,202 | 1,341 | 0.91% | 0.83% | 1138 | +508 | 10.82% | Q4 2025 | Jan 26, 2026 |
| FIDELIS iM, LLC | History | No change | 5,200 | 1,341 | 0.52% | 0.71% | 1137 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Westwood Wealth Management | History | New | 5,180 | 1,336 | 1.0% | — | 1139 | +5,180 | New | Q4 2025 | Jan 20, 2026 |
| Lionshead Wealth Management, LLC | History | Added to | 5,180 | 1,336 | 1.0% | 0.82% | 1140 | +1,141 | 28.25% | Q4 2025 | Jan 13, 2026 |
| KENNICOTT CAPITAL MANAGEMENT LLC | History | Reduced | 5,179 | 1,335 | 0.65% | 0.89% | 1142 | -2,084 | -28.69% | Q4 2025 | Feb 13, 2026 |
| Gibson Capital, LLC | History | No change | 5,176 | 1,335 | 0.24% | 0.24% | 1141 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Asempa Wealth Advisors | History | New | 5,155 | 1,329 | 1.14% | — | 1143 | +5,155 | New | Q4 2025 | Jan 08, 2026 |
| Wilian Securities, LLC | History | New | 5,135 | 1,324 | 1.43% | — | 1144 | +5,135 | New | Q4 2025 | Feb 06, 2026 |
| NORRIS PERNE & FRENCH LLP/MI | History | Added to | 5,121 | 1,320 | 0.09% | 0.04% | 1145 | +3,061 | 148.59% | Q4 2025 | Jan 23, 2026 |
| Wingate Wealth Advisors, Inc. | History | Added to | 5,071 | 1,308 | 0.73% | 0.8% | 1146 | +544 | 12.02% | Q4 2025 | Jan 28, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Reduced | 5,062 | 1,305 | 0.29% | 0.31% | 1147 | -21 | -0.41% | Q4 2025 | Jan 09, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Reduced | 5,047 | 1,301 | 0.17% | 0.19% | 1148 | -252 | -4.76% | Q4 2025 | Feb 04, 2026 |
| Downshift Financial, LLC | History | New | 4,844 | 1,300 | 0.8% | — | 1149 | +4,844 | New | Q4 2025 | Mar 11, 2026 |
| FIRST BUSINESS FINANCIAL SERVICES, INC. | History | No change | 5,039 | 1,299 | 0.12% | 0.12% | 1150 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | Added to | 5,008 | 1,291 | 0.04% | 0.02% | 1151 | +1,944 | 63.45% | Q4 2025 | Feb 13, 2026 |
| SwitchPoint Financial Planning, LLC | History | No change | 5,006 | 1,291 | 0.9% | 0.92% | 1152 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Fiera Capital Corp | History | Reduced | 4,995 | 1,288 | 0.0% | 0.0% | 1153 | -157 | -3.05% | Q4 2025 | Feb 11, 2026 |
| Pines Wealth Management, LLC | History | Added to | 4,985 | 1,285 | 0.41% | 0.41% | 1154 | +243 | 5.12% | Q4 2025 | Feb 02, 2026 |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | History | Added to | 4,906 | 1,265 | 0.53% | 0.53% | 1155 | +23 | 0.47% | Q4 2025 | Feb 13, 2026 |
| SteelPeak Wealth, LLC | History | Reduced | 4,890 | 1,261 | 0.04% | 0.04% | 1156 | -302 | -5.82% | Q4 2025 | Jan 20, 2026 |
| Strategic Financial Partners, Ltd. | History | No change | 4,888 | 1,260 | 0.55% | 0.57% | 1157 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| SC&H Financial Advisors, Inc. | History | Added to | 4,867 | 1,255 | 0.19% | 0.2% | 1158 | +64 | 1.33% | Q4 2025 | Jan 21, 2026 |
| ANCHYRA PARTNERS LLC | History | New | 4,861 | 1,253 | 0.38% | — | 1159 | +4,861 | New | Q4 2025 | Jan 29, 2026 |
| North Star Investment Management Corp. | History | Added to | 4,855 | 1,252 | 0.08% | 0.06% | 1160 | +963 | 24.74% | Q4 2025 | Jan 30, 2026 |
| Asset Dedication, LLC | History | Added to | 4,845 | 1,249 | 0.08% | 0.07% | 1161 | +581 | 13.63% | Q4 2025 | Jan 26, 2026 |
| Marshall Financial Group, LLC | History | Reduced | 4,841 | 1,248 | 0.24% | 0.25% | 1163 | -119 | -2.4% | Q4 2025 | Jan 09, 2026 |
| VICUS CAPITAL | History | Reduced | 4,841 | 1,248 | 0.09% | 0.09% | 1162 | -6 | -0.12% | Q4 2025 | Jan 22, 2026 |
| Claris Financial LLC | History | Reduced | 4,826 | 1,244 | 0.66% | 0.71% | 1164 | -108 | -2.19% | Q4 2025 | Feb 19, 2026 |
| Fiduciary Alliance LLC | History | Added to | 4,815 | 1,242 | 0.08% | 0.08% | 1165 | +345 | 7.72% | Q4 2025 | Jan 22, 2026 |
| FineMark National Bank & Trust | History | Added to | 4,807 | 1,239 | 0.04% | 0.04% | 1166 | +8 | 0.17% | Q4 2025 | Feb 12, 2026 |
| DELTA FINANCIAL ADVISORS LLC | History | Reduced | 4,797 | 1,237 | 0.32% | 0.35% | 1167 | -88 | -1.8% | Q4 2025 | Feb 06, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 4,788 | 1,235 | 0.07% | 0.08% | 1168 | -39 | -0.81% | Q4 2025 | Jan 26, 2026 |
| Hegarty Advisors, LLC | History | New | 4,759 | 1,229 | 1.07% | — | 1170 | +4,759 | New | Q4 2025 | Jan 29, 2026 |
| DAGCO, INC. | History | Reduced | 4,768 | 1,229 | 0.28% | 0.31% | 1169 | -21 | -0.44% | Q4 2025 | Jan 08, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | No change | 4,756 | 1,226 | 0.13% | 0.14% | 1171 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 4,749 | 1,224 | 0.0% | 0.0% | 1172 | -85 | -1.76% | Q4 2025 | Feb 12, 2026 |
| BEACON FINANCIAL GROUP | History | New | 4,740 | 1,222 | 0.12% | — | 1173 | +4,740 | New | Q4 2025 | Apr 01, 2026 |
| Hiley Hunt Wealth Management | History | Reduced | 4,720 | 1,217 | 0.54% | 0.57% | 1174 | -27 | -0.57% | Q4 2025 | Jan 06, 2026 |
| M3 Advisory Group, LLC | History | Added to | 4,718 | 1,216 | 0.74% | 0.71% | 1175 | +261 | 5.86% | Q4 2025 | Jan 16, 2026 |
| Brindle & Bay Financial Advisors, LLC | History | New | 4,702 | 1,212 | 0.81% | — | 1176 | +4,702 | New | Q4 2025 | Jan 29, 2026 |
| FIRST INTERSTATE BANK | History | Reduced | 4,697 | 1,211 | 0.06% | 0.07% | 1177 | -89 | -1.86% | Q4 2025 | Jan 29, 2026 |
| Plante Moran Financial Advisors, LLC | History | Added to | 4,683 | 1,208 | 0.08% | 0.07% | 1178 | +321 | 7.36% | Q4 2025 | Feb 05, 2026 |
| PARK NATIONAL CORP /OH/ | History | No change | 4,666 | 1,203 | 0.04% | 0.04% | 1179 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Sargent Investment Group, LLC | History | New | 4,651 | 1,199 | 0.15% | — | 1180 | +4,651 | New | Q4 2025 | Feb 13, 2026 |
| NorthStar Asset Management LLC /NJ/ | History | Added to | 4,651 | 1,199 | 0.54% | 0.53% | 1181 | +259 | 5.9% | Q4 2025 | Feb 10, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Added to | 4,648 | 1,198 | 0.18% | 0.18% | 1182 | +24 | 0.52% | Q4 2025 | Feb 09, 2026 |
| Trevian Wealth Management LLC | History | Added to | 4,641 | 1,197 | 0.57% | 0.55% | 1183 | +640 | 16.0% | Q4 2025 | Feb 05, 2026 |
| JAG CAPITAL MANAGEMENT, LLC | History | No change | 4,627 | 1,193 | 0.13% | 0.13% | 1184 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Probity Advisors, Inc. | History | Reduced | 4,598 | 1,185 | 0.19% | 0.19% | 1185 | -63 | -1.35% | Q4 2025 | Jan 27, 2026 |
| Luminvest Wealth Management LLC | History | Added to | 4,590 | 1,183 | 0.33% | 0.3% | 1186 | +923 | 25.17% | Q4 2025 | Jan 26, 2026 |
| Carroll Advisory Group, LLC | History | New | 4,573 | 1,179 | 0.51% | — | 1188 | +4,573 | New | Q4 2025 | Feb 09, 2026 |
| Freedom Financial Partners LLC | History | Reduced | 4,571 | 1,179 | 0.43% | 0.51% | 1187 | -737 | -13.88% | Q4 2025 | Jan 06, 2026 |
| TABR Capital Management, LLC | History | Added to | 4,553 | 1,174 | 0.78% | 0.72% | 1190 | +445 | 10.83% | Q4 2025 | Jan 28, 2026 |
| Upper Left Wealth Management, LLC | History | Reduced | 4,553 | 1,174 | 0.72% | 0.76% | 1191 | -232 | -4.85% | Q4 2025 | Jan 22, 2026 |
| Choate Investment Advisors | History | Reduced | 4,553 | 1,174 | 0.02% | 0.02% | 1189 | -120 | -2.57% | Q4 2025 | Feb 09, 2026 |
| Cooper Financial Group | History | Reduced | 4,550 | 1,173 | 0.12% | 0.14% | 1192 | -541 | -10.63% | Q4 2025 | Jan 08, 2026 |
| VISTA INVESTMENT MANAGEMENT | History | Reduced | 4,545 | 1,172 | 0.39% | 0.41% | 1193 | -38 | -0.83% | Q4 2025 | Feb 17, 2026 |
| ATLas Financial Planning LLC | History | New | 4,533 | 1,169 | 1.15% | — | 1194 | +4,533 | New | Q4 2025 | Feb 17, 2026 |
| BBR PARTNERS, LLC | History | Reduced | 4,524 | 1,167 | 0.06% | 0.07% | 1195 | -506 | -10.06% | Q4 2025 | Feb 11, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 4,513 | 1,163 | 0.0% | 0.0% | 1196 | -639 | -12.4% | Q4 2025 | Feb 17, 2026 |
| Sunbeam Capital Management, LLC | History | Added to | 4,511 | 1,163 | 0.69% | 0.71% | 1197 | +26 | 0.58% | Q4 2025 | Feb 13, 2026 |
| HARMONY ASSET MANAGEMENT LLC | History | Added to | 4,507 | 1,162 | 0.39% | 0.28% | 1198 | +1,262 | 38.89% | Q4 2025 | Feb 06, 2026 |
| Stockman Wealth Management, Inc. | History | Added to | 4,499 | 1,160 | 0.14% | 0.14% | 1199 | +197 | 4.58% | Q4 2025 | Jan 29, 2026 |
| Pachira Investments Inc. | History | Added to | 4,494 | 1,159 | 0.56% | 0.41% | 1200 | +1,629 | 56.86% | Q4 2025 | Feb 02, 2026 |
| Cassaday & Co Wealth Management LLC | History | Added to | 4,483 | 1,156 | 0.02% | 0.01% | 1202 | +2,362 | 111.36% | Q4 2025 | Feb 03, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | Reduced | 4,482 | 1,156 | 0.34% | 0.39% | 1203 | -164 | -3.53% | Q4 2025 | Feb 11, 2026 |
| Oxbow Advisors, LLC | History | No change | 4,484 | 1,156 | 0.1% | 0.11% | 1201 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Cohen Investment Advisors LLC | History | Added to | 4,474 | 1,154 | 0.53% | 0.53% | 1204 | +197 | 4.61% | Q4 2025 | Jan 15, 2026 |
| Coastline Trust Co | History | Reduced | 4,471 | 1,153 | 0.11% | 0.13% | 1205 | -149 | -3.23% | Q4 2025 | Jan 05, 2026 |
| Quadrant Private Wealth Management, LLC | History | Reduced | 4,431 | 1,142 | 0.19% | 0.21% | 1206 | -4 | -0.09% | Q4 2025 | Jan 26, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 4,021 | 1,132 | 0.06% | 0.05% | 1207 | +2,223 | 123.64% | Q4 2025 | Jan 29, 2026 |
| BSW Wealth Partners | History | Reduced | 4,385 | 1,131 | 0.14% | 0.15% | 1208 | -202 | -4.4% | Q4 2025 | Jan 23, 2026 |
| Lincoln Capital LLC | History | Added to | 4,369 | 1,127 | 0.2% | 0.18% | 1209 | +604 | 16.04% | Q4 2025 | Jan 08, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Added to | 4,371 | 1,127 | 0.09% | 0.08% | 1210 | +26 | 0.6% | Q4 2025 | Feb 17, 2026 |
| CONSULTIVA WEALTH MANAGEMENT, CORP. | History | No change | 4,355 | 1,123 | 3.15% | 3.1% | 1211 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Reduced | 4,027 | 1,121 | 0.33% | 0.38% | 1214 | -316 | -7.28% | Q4 2025 | Feb 10, 2026 |
| Ranch Capital Advisors Inc. | History | Added to | 4,347 | 1,121 | 0.41% | 0.42% | 1213 | +77 | 1.8% | Q4 2025 | Feb 05, 2026 |
| Asset Allocation & Management Company, LLC | History | No change | 4,345 | 1,121 | 0.45% | 0.47% | 1212 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Independent Advisor Alliance | History | Added to | 4,318 | 1,113 | 0.03% | 0.02% | 1215 | +929 | 27.41% | Q4 2025 | Feb 04, 2026 |
| Bank of Marin | History | No change | 4,300 | 1,109 | 0.77% | 0.77% | 1216 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Graney & King, LLC | History | Added to | 4,299 | 1,108 | 0.65% | 0.74% | 1217 | +82 | 1.94% | Q4 2025 | Feb 13, 2026 |
| GK Wealth Management LLC | History | Reduced | 4,285 | 1,105 | 0.73% | 0.81% | 1218 | -70 | -1.61% | Q4 2025 | Jan 05, 2026 |
| Willis Johnson & Associates, Inc. | History | Added to | 4,263 | 1,099 | 0.07% | 0.05% | 1219 | +815 | 23.64% | Q4 2025 | Jan 22, 2026 |
| Bedel Financial Consulting, Inc. | History | Added to | 4,255 | 1,097 | 0.12% | 0.13% | 1220 | +240 | 5.98% | Q4 2025 | Jan 28, 2026 |
| Westview Management dba Westview Investment Advisors | History | New | 4,250 | 1,096 | 0.52% | — | 1222 | +4,250 | New | Q4 2025 | Jan 09, 2026 |
| Stillwater Capital Advisors, LLC | History | Reduced | 4,250 | 1,096 | 0.12% | 0.14% | 1221 | -585 | -12.1% | Q4 2025 | Jan 14, 2026 |
| COMPASS CAPITAL CORP /MA/ /ADV | History | Reduced | 3,933 | 1,095 | 0.42% | 0.65% | 1223 | -1,864 | -32.15% | Q4 2025 | Feb 12, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 4,241 | 1,093 | 0.0% | 0.0% | 1224 | +149 | 3.64% | Q4 2025 | Feb 17, 2026 |
| Millington Financial Advisors, LLC | History | Added to | 3,942 | 1,093 | 0.48% | 0.48% | 1225 | +10 | 0.25% | Q4 2025 | Feb 09, 2026 |
| ENTRUST FINANCIAL LLC | History | New | 4,231 | 1,091 | 0.81% | — | 1226 | +4,231 | New | Q4 2025 | Feb 06, 2026 |
| Biltmore Family Office, LLC | History | No change | 4,226 | 1,090 | 0.15% | 0.15% | 1227 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Armbruster Capital Management, Inc. | History | No change | 4,224 | 1,089 | 0.18% | 0.18% | 1228 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Merrithew & Thorsten Inc | History | New | 4,194 | 1,081 | 1.14% | — | 1229 | +4,194 | New | Q4 2025 | Feb 03, 2026 |
| L.K. Benson & Company, P.C. | History | Added to | 4,172 | 1,076 | 0.54% | 0.57% | 1231 | +3 | 0.07% | Q4 2025 | Feb 06, 2026 |
| SECURITY NATIONAL BANK OF SO DAK | History | No change | 4,173 | 1,076 | 0.53% | 0.53% | 1230 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Hibernia Wealth Partners, LLC | History | Added to | 4,166 | 1,075 | 0.32% | 0.33% | 1232 | +2,118 | 103.42% | Q4 2025 | Feb 12, 2026 |
| 1ST SOURCE BANK | History | No change | 4,134 | 1,066 | 0.06% | 0.06% | 1233 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| GEM Asset Management, LLC | History | Added to | 3,982 | 1,065 | 0.47% | 0.37% | 1234 | +926 | 30.3% | Q4 2025 | Jan 09, 2026 |
| CPA Asset Management Group, LLC | History | Reduced | 4,117 | 1,061 | 0.37% | 0.5% | 1235 | -977 | -19.18% | Q4 2025 | Jan 13, 2026 |
| Proficio Capital Partners LLC | History | Added to | 4,111 | 1,060 | 0.07% | 0.07% | 1236 | +54 | 1.33% | Q4 2025 | Feb 12, 2026 |
| Landmark Wealth Management, LLC | History | Added to | 4,109 | 1,059 | 0.41% | 0.41% | 1237 | +36 | 0.88% | Q4 2025 | Feb 05, 2026 |
| Bridgewater Advisors Inc. | History | Reduced | 3,824 | 1,058 | 0.07% | 0.07% | 1238 | -175 | -4.38% | Q4 2025 | Jan 23, 2026 |
| Laurel Wealth Planning LLC | History | Reduced | 4,095 | 1,056 | 0.59% | 0.57% | 1239 | -180 | -4.21% | Q4 2025 | Jan 23, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 4,093 | 1,055 | 0.14% | — | 1241 | +4,093 | New | Q4 2025 | Feb 09, 2026 |
| Kuhn & Co Investment Counsel | History | Added to | 4,090 | 1,055 | 0.7% | 0.82% | 1240 | +10 | 0.25% | Q4 2025 | Feb 09, 2026 |
| Riverview Trust Co | History | No change | 4,086 | 1,053 | 1.27% | 1.25% | 1242 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Cannon Wealth Management Services, LLC | History | Added to | 4,080 | 1,052 | 0.74% | 0.76% | 1244 | +136 | 3.45% | Q4 2025 | Jan 27, 2026 |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | History | Reduced | 4,081 | 1,052 | 0.07% | 0.07% | 1243 | -102 | -2.44% | Q4 2025 | Feb 05, 2026 |
| Arrowroot Family Office, LLC | History | Reduced | 4,072 | 1,050 | 0.38% | 0.51% | 1245 | -972 | -19.27% | Q4 2025 | Feb 11, 2026 |
| Brio Consultants, LLC | History | Added to | 4,046 | 1,043 | 0.14% | 0.13% | 1246 | +232 | 6.08% | Q4 2025 | Feb 04, 2026 |
| HUB Investment Partners, LLC | History | Reduced | 4,038 | 1,041 | 0.03% | 0.03% | 1247 | -29 | -0.71% | Q4 2025 | Feb 17, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Added to | 4,028 | 1,039 | 0.08% | 0.08% | 1248 | +23 | 0.57% | Q4 2025 | Feb 04, 2026 |
| ROSENBLUM SILVERMAN SUTTON S F INC /CA | History | Reduced | 4,018 | 1,036 | 0.24% | 0.24% | 1249 | -65 | -1.59% | Q4 2025 | Feb 13, 2026 |
| Disciplined Investments, LLC | History | Reduced | 3,998 | 1,031 | 0.4% | 0.41% | 1250 | -10 | -0.25% | Q4 2025 | Feb 05, 2026 |
| INVESTMENT COUNSEL CO OF NEVADA | History | Added to | 3,987 | 1,028 | 2.21% | 2.05% | 1251 | +26 | 0.66% | Q4 2025 | Feb 13, 2026 |
| River Wealth Advisors LLC | History | Reduced | 3,976 | 1,025 | 0.11% | 0.12% | 1252 | -1 | -0.03% | Q4 2025 | Feb 13, 2026 |
| Corsicana & Co. | History | No change | 3,972 | 1,024 | 0.57% | 0.57% | 1253 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| LEE DANNER & BASS INC | History | Reduced | 3,960 | 1,021 | 0.07% | 0.07% | 1254 | -31 | -0.78% | Q4 2025 | Jan 29, 2026 |
| Sound Financial Strategies Group, LLC | History | Reduced | 3,907 | 1,007 | 0.71% | 0.73% | 1255 | -12 | -0.31% | Q4 2025 | Feb 03, 2026 |
| Piedmont Capital Management, LLC/NC | History | New | 3,900 | 1,006 | 0.66% | — | 1256 | +3,900 | New | Q4 2025 | Feb 13, 2026 |
| LIBRA WEALTH LLC | History | No change | 3,893 | 1,004 | 0.28% | 0.3% | 1257 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Charter Oak Capital Management, LLC | History | Reduced | 3,880 | 1,000 | 0.08% | 0.08% | 1258 | -214 | -5.23% | Q4 2025 | Jan 23, 2026 |
| Innovative Wealth Building LLC | History | Added to | 3,855 | 994 | 0.72% | 0.68% | 1259 | +437 | 12.79% | Q4 2025 | Feb 17, 2026 |
| Donalies Financial Planning, LLC | History | New | 3,846 | 992 | 0.84% | — | 1262 | +3,846 | New | Q4 2025 | Feb 17, 2026 |
| WealthShield Partners, LLC | History | Added to | 3,846 | 992 | 0.11% | 0.11% | 1261 | +28 | 0.73% | Q4 2025 | Feb 03, 2026 |
| Conservest Capital Advisors, Inc. | History | Added to | 3,849 | 992 | 0.09% | 0.09% | 1260 | +6 | 0.16% | Q4 2025 | Feb 12, 2026 |
| ELEVATUS WELATH MANAGEMENT | History | Added to | 3,839 | 990 | 0.27% | 0.23% | 1263 | +639 | 19.97% | Q4 2025 | Jan 14, 2026 |
| Integrity Wealth Solutions LLC | History | Added to | 3,836 | 989 | 0.39% | 0.43% | 1265 | +63 | 1.67% | Q4 2025 | Feb 02, 2026 |
| Post Resch Tallon Group Inc. | History | Added to | 3,837 | 989 | 0.84% | 0.86% | 1266 | +10 | 0.26% | Q4 2025 | Jan 09, 2026 |
| Geometric Wealth Advisors | History | No change | 3,837 | 989 | 0.13% | 0.13% | 1264 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Bath Savings Trust Co | History | Added to | 3,834 | 988 | 0.1% | 0.09% | 1267 | +186 | 5.1% | Q4 2025 | Jan 12, 2026 |
| Dentgroup LLC | History | Reduced | 3,821 | 985 | 0.68% | 1.18% | 1268 | -3,358 | -46.78% | Q4 2025 | Jan 28, 2026 |
| REGATTA CAPITAL GROUP, LLC | History | Added to | 3,798 | 979 | 0.15% | 0.15% | 1269 | +1 | 0.03% | Q4 2025 | Jan 13, 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | Added to | 3,754 | 968 | 0.35% | 0.24% | 1270 | +1,573 | 72.12% | Q4 2025 | Feb 12, 2026 |
| Essex LLC | History | Reduced | 3,750 | 967 | 0.17% | 0.18% | 1271 | -175 | -4.46% | Q4 2025 | Jan 20, 2026 |
| MERITAGE PORTFOLIO MANAGEMENT | History | Added to | 3,741 | 965 | 0.06% | 0.06% | 1272 | +1 | 0.03% | Q4 2025 | Jan 27, 2026 |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | History | Added to | 3,741 | 964 | 0.25% | 0.27% | 1273 | +44 | 1.19% | Q4 2025 | Feb 13, 2026 |
| Verdence Capital Advisors LLC | History | Reduced | 3,727 | 961 | 0.06% | 0.06% | 1274 | -124 | -3.22% | Q4 2025 | Jan 29, 2026 |
| Waterford Advisors, LLC | History | No change | 3,729 | 961 | 0.38% | 0.33% | 1275 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| Diversified Portfolios, Inc. | History | Reduced | 3,725 | 960 | 0.08% | 0.1% | 1276 | -527 | -12.39% | Q4 2025 | Feb 09, 2026 |
| FC Advisory LLC | History | Reduced | 3,718 | 959 | 0.28% | 0.28% | 1277 | -56 | -1.48% | Q4 2025 | Jan 13, 2026 |
| North Capital, Inc. | History | Added to | 3,715 | 958 | 0.83% | 0.73% | 1278 | +24 | 0.65% | Q4 2025 | Feb 18, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 3,706 | 956 | 0.04% | 0.04% | 1279 | +13 | 0.35% | Q4 2025 | Feb 13, 2026 |
| Hirtle Callaghan & Co LLC | History | Reduced | 3,703 | 955 | 0.03% | 0.09% | 1280 | -6,082 | -62.16% | Q4 2025 | Feb 04, 2026 |
| HILL ISLAND FINANCIAL LLC | History | Added to | 3,703 | 955 | 0.23% | 0.21% | 1281 | +371 | 11.13% | Q4 2025 | Jan 22, 2026 |
| Valpey Financial Services, LLC | History | Added to | 3,700 | 954 | 0.61% | 0.6% | 1282 | +85 | 2.35% | Q4 2025 | Mar 04, 2026 |
| Clayton Financial Group LLC | History | Added to | 3,698 | 953 | 0.49% | 0.53% | 1283 | +868 | 30.67% | Q4 2025 | Jan 21, 2026 |
| Fisher Asset Management, LLC | History | Added to | 3,684 | 950 | 0.0% | 0.0% | 1284 | +1,618 | 78.32% | Q4 2025 | Feb 09, 2026 |
| Glassman Wealth Services | History | Added to | 3,680 | 949 | 0.13% | 0.12% | 1285 | +268 | 7.85% | Q4 2025 | Jan 28, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | New | 3,666 | 945 | 0.11% | — | 1286 | +3,666 | New | Q4 2025 | Feb 13, 2026 |
| CATALYST FINANCIAL PARTNERS LLC | History | No change | 3,657 | 943 | 0.11% | 0.11% | 1287 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Confluence Wealth Services, Inc. | History | Reduced | 3,653 | 942 | 0.04% | 0.05% | 1288 | -4 | -0.11% | Q4 2025 | Jan 28, 2026 |
| Eagle Bluffs Wealth Management LLC | History | Added to | 3,650 | 941 | 0.38% | 0.39% | 1289 | +110 | 3.11% | Q4 2025 | Feb 13, 2026 |
| Abacus Wealth Partners, LLC | History | Added to | 3,634 | 937 | 0.09% | 0.07% | 1290 | +1,851 | 103.81% | Q4 2025 | Feb 05, 2026 |
| FreeGulliver LLC | History | Added to | 3,630 | 936 | 0.34% | 0.41% | 1291 | +10 | 0.28% | Q4 2025 | Feb 12, 2026 |
| Secure Asset Management, LLC | History | Reduced | 3,628 | 935 | 0.15% | 0.21% | 1292 | -1,312 | -26.56% | Q4 2025 | Jan 20, 2026 |
| Winthrop Capital Management, LLC | History | No change | 3,616 | 933 | 0.22% | 0.22% | 1293 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Caitlin John, LLC | History | Reduced | 3,609 | 931 | 0.61% | 0.74% | 1295 | -588 | -14.01% | Q4 2025 | Feb 18, 2026 |
| EWA, LLC | History | Added to | 3,610 | 931 | 0.23% | 0.25% | 1294 | +17 | 0.47% | Q4 2025 | Feb 03, 2026 |
| Planning Project LLC | History | New | 3,608 | 930 | 0.23% | — | 1296 | +3,608 | New | Q4 2025 | Feb 12, 2026 |
| Keewaydin Investments LLC | History | New | 3,607 | 930 | 0.25% | — | 1297 | +3,607 | New | Q4 2025 | Feb 10, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 3,602 | 929 | 0.1% | 0.11% | 1298 | -65 | -1.77% | Q4 2025 | Feb 13, 2026 |
| Facet Wealth, Inc. | History | Added to | 3,394 | 927 | 0.02% | 0.01% | 1299 | +1,226 | 56.55% | Q4 2025 | Jan 29, 2026 |
| Heritage Wealth Management, Inc. | History | Added to | 3,587 | 925 | 0.26% | 0.26% | 1300 | +56 | 1.59% | Q4 2025 | Jan 26, 2026 |
| Fortis Capital Management LLC | History | Added to | 3,572 | 921 | 0.12% | 0.1% | 1302 | +811 | 29.37% | Q4 2025 | Feb 13, 2026 |
| Franklin, Parlapiano, Turner & Welch, LLC | History | No change | 3,345 | 921 | 0.23% | 0.21% | 1301 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Wellspring Financial Advisors, LLC | History | Reduced | 3,567 | 920 | 0.07% | 0.1% | 1303 | -894 | -20.04% | Q4 2025 | Feb 11, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 3,566 | 919 | 0.06% | 0.04% | 1304 | +1,485 | 71.36% | Q4 2025 | Jan 21, 2026 |
| Capital Asset Managemnet, LLC | History | New | 3,534 | 911 | 1.01% | — | 1306 | +3,534 | New | Q4 2025 | Apr 07, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | Reduced | 3,532 | 911 | 0.0% | 0.01% | 1305 | -482 | -12.01% | Q4 2025 | Jan 13, 2026 |
| GAMMA Investing LLC | History | Added to | 3,523 | 908 | 0.05% | 0.05% | 1307 | +308 | 9.58% | Q4 2025 | Jan 05, 2026 |
| Verus Financial Partners, Inc. | History | Reduced | 3,301 | 904 | 0.08% | 0.1% | 1309 | -674 | -16.96% | Q4 2025 | Feb 02, 2026 |
| FIRST NATIONAL TRUST CO | History | Reduced | 3,505 | 904 | 0.03% | 0.03% | 1308 | -17 | -0.48% | Q4 2025 | Feb 09, 2026 |
| Passive Capital Management, LLC. | History | Reduced | 3,502 | 903 | 0.28% | 0.29% | 1310 | -50 | -1.41% | Q4 2025 | Feb 05, 2026 |
| MJP ASSOCIATES INC /ADV | History | Added to | 3,498 | 902 | 0.11% | 0.11% | 1311 | +73 | 2.13% | Q4 2025 | Feb 06, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 3,875 | 901 | 0.1% | 0.1% | 1312 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | Added to | 3,477 | 896 | 0.09% | 0.08% | 1313 | +210 | 6.43% | Q4 2025 | Jan 20, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | New | 3,472 | 895 | 0.01% | — | 1314 | +3,472 | New | Q4 2025 | Feb 17, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Added to | 4,995 | 891 | 0.29% | 0.78% | 1315 | +73 | 1.48% | Q4 2025 | Jan 22, 2026 |
| Caldwell Trust Co | History | Added to | 3,453 | 890 | 0.08% | 0.04% | 1316 | +1,694 | 96.3% | Q4 2025 | Jan 30, 2026 |
| Pearl Planning LLC | History | New | 3,446 | 888 | 0.54% | — | 1317 | +3,446 | New | Q4 2025 | Feb 03, 2026 |
| Curi Capital, LLC | History | Added to | 3,438 | 886 | 0.02% | 0.01% | 1318 | +654 | 23.49% | Q4 2025 | Feb 17, 2026 |
| Segment Wealth Management, LLC | History | Added to | 3,431 | 885 | 0.05% | 0.05% | 1319 | +12 | 0.35% | Q4 2025 | Jan 29, 2026 |
| Rodgers & Associates, LTD | History | No change | 3,426 | 883 | 0.09% | 0.09% | 1320 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| V2 Financial group LLC | History | Added to | 3,413 | 880 | 0.43% | 0.48% | 1321 | +3 | 0.09% | Q4 2025 | Jan 21, 2026 |
| Quadcap Wealth Management, LLC | History | Added to | 3,412 | 879 | 0.1% | 0.1% | 1323 | +141 | 4.31% | Q4 2025 | Jan 29, 2026 |
| PECAUT & CO. | History | Reduced | 3,410 | 879 | 0.28% | 0.28% | 1322 | -24 | -0.7% | Q4 2025 | Feb 10, 2026 |
| American Money Management, LLC | History | Reduced | 3,407 | 878 | 0.14% | 0.15% | 1324 | -110 | -3.13% | Q4 2025 | Feb 10, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 3,399 | 876 | 0.05% | 0.02% | 1325 | +1,973 | 138.36% | Q4 2025 | Feb 10, 2026 |
| Pacific Point Advisors, LLC | History | Added to | 3,389 | 874 | 0.47% | 0.47% | 1326 | +244 | 7.76% | Q4 2025 | Jan 21, 2026 |
| Vantage Financial Partners, LLC | History | Reduced | 3,383 | 872 | 0.18% | 0.18% | 1327 | -38 | -1.11% | Q4 2025 | Feb 03, 2026 |
| IFG Advisory, LLC | History | Added to | 3,377 | 871 | 0.04% | 0.03% | 1328 | +521 | 18.24% | Q4 2025 | Feb 10, 2026 |
| Evernest Financial Advisors, LLC | History | Reduced | 3,131 | 871 | 0.18% | 0.25% | 1329 | -312 | -9.06% | Q4 2025 | Feb 13, 2026 |
| 71 West Capital Partners | History | New | 3,362 | 867 | 0.04% | — | 1331 | +3,362 | New | Q4 2025 | Feb 17, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 3,362 | 867 | 0.09% | 0.1% | 1330 | -110 | -3.17% | Q4 2025 | Feb 13, 2026 |
| Meridian Wealth Partners, LLC | History | Reduced | 3,360 | 866 | 0.12% | 0.12% | 1332 | -191 | -5.38% | Q4 2025 | Feb 13, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 3,356 | 865 | 0.06% | 0.06% | 1333 | +370 | 12.39% | Q4 2025 | Jan 07, 2026 |
| Trust Point Inc. | History | No change | 3,354 | 865 | 0.07% | 0.07% | 1334 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Mayflower Financial Advisors, LLC | History | Reduced | 3,350 | 864 | 0.1% | 0.11% | 1335 | -218 | -6.11% | Q4 2025 | Jan 13, 2026 |
| SHAYNE & JACOBS, LLC | History | No change | 3,340 | 861 | 0.26% | 0.26% | 1336 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| B&D White Capital Company, LLC | History | No change | 3,339 | 861 | 0.1% | 0.11% | 1337 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Hughes Financial Services, LLC | History | Reduced | 3,319 | 856 | 0.13% | 0.14% | 1338 | -25 | -0.75% | Q4 2025 | Feb 11, 2026 |
| Advocate Investing Services LLC | History | New | 3,316 | 855 | 0.77% | — | 1340 | +3,316 | New | Q4 2025 | Feb 12, 2026 |
| Sterling Wealth Advisors Inc | History | No change | 3,316 | 855 | 0.52% | 0.54% | 1339 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | Reduced | 3,311 | 854 | 0.1% | 0.12% | 1341 | -427 | -11.42% | Q4 2025 | Feb 17, 2026 |
| MATRIX PRIVATE CAPITAL GROUP LLC | History | No change | 3,297 | 850 | 0.43% | 0.45% | 1342 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Arista Wealth Management, LLC | History | No change | 3,298 | 850 | 0.1% | 0.1% | 1343 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| TOWNSQUARE CAPITAL LLC | History | Reduced | 3,292 | 849 | 0.19% | 0.17% | 1344 | -1,200 | -26.71% | Q4 2025 | Feb 11, 2026 |
| Prosperity Consulting Group, LLC | History | Reduced | 3,283 | 846 | 0.04% | 0.04% | 1345 | -292 | -8.17% | Q4 2025 | Feb 17, 2026 |
| Southland Equity Partners LLC | History | Reduced | 3,280 | 846 | 0.17% | 0.18% | 1346 | -151 | -4.4% | Q4 2025 | Jan 14, 2026 |
| Elm3 Financial Group, LLC | History | Added to | 3,268 | 842 | 0.7% | 0.46% | 1347 | +1,054 | 47.61% | Q4 2025 | Jan 22, 2026 |
| Waterloo Capital, L.P. | History | Reduced | 3,247 | 837 | 0.06% | 0.06% | 1348 | -34 | -1.04% | Q4 2025 | Feb 10, 2026 |
| BXM Wealth LLC | History | Added to | 67,729 | 836 | 0.64% | 1.26% | 1349 | +62,096 | 1102.36% | Q4 2025 | Jan 20, 2026 |
| FF Advisors,LLC | History | Added to | 3,231 | 833 | 0.37% | 0.18% | 1350 | +1,729 | 115.11% | Q4 2025 | Feb 13, 2026 |
| Birchcreek Wealth Management, LLC | History | Reduced | 3,217 | 829 | 0.41% | 0.43% | 1351 | -90 | -2.72% | Q4 2025 | Jan 16, 2026 |
| Jefferson Bridge Capital, LLC | History | New | 3,212 | 828 | 0.83% | — | 1352 | +3,212 | New | Q4 2025 | Jan 21, 2026 |
| Ballast Financial Advisors LLC | History | New | 3,208 | 827 | 0.85% | — | 1353 | +3,208 | New | Q4 2025 | Feb 17, 2026 |
| GUYASUTA INVESTMENT ADVISORS INC | History | Added to | 3,200 | 825 | 0.05% | 0.05% | 1354 | +1 | 0.03% | Q4 2025 | Jan 23, 2026 |
| D'Orazio & Associates, Inc. | History | Added to | 3,196 | 824 | 0.11% | 0.11% | 1355 | +1 | 0.03% | Q4 2025 | Feb 04, 2026 |
| NESTEGG ADVISORS, INC. | History | Added to | 3,179 | 820 | 0.7% | 0.68% | 1356 | +180 | 6.0% | Q4 2025 | Jan 21, 2026 |
| ARK & TLK INVESTMENTS, LLC | History | No change | 3,178 | 819 | 0.23% | 0.26% | 1357 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Freedom Investment Management, Inc. | History | Added to | 3,162 | 815 | 0.24% | 0.21% | 1358 | +17 | 0.54% | Q4 2025 | Feb 06, 2026 |
| SNOWWATER INVESTMENT PARTNERS, LLC | History | New | 3,158 | 814 | 0.75% | — | 1360 | +3,158 | New | Q4 2025 | Feb 13, 2026 |
| Cambridge Financial Group, LLC | History | Added to | 3,229 | 814 | 0.28% | 0.22% | 1361 | +508 | 18.67% | Q4 2025 | Jan 09, 2026 |
| MIDLAND WEALTH ADVISORS, LLC | History | Reduced | 3,156 | 814 | 0.04% | 0.04% | 1359 | -84 | -2.59% | Q4 2025 | Jan 26, 2026 |
| 4Thought Financial Group Inc. | History | Added to | 3,154 | 813 | 0.4% | 0.26% | 1362 | +1,142 | 56.76% | Q4 2025 | Jan 29, 2026 |
| Bangor Savings Bank | History | Reduced | 3,146 | 811 | 0.07% | 0.07% | 1364 | -55 | -1.72% | Q4 2025 | Jan 16, 2026 |
| COMMUNITY TRUST & INVESTMENT CO | History | Reduced | 3,145 | 811 | 0.04% | 0.04% | 1363 | -24 | -0.76% | Q4 2025 | Jan 09, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Added to | 3,134 | 808 | 0.28% | 0.02% | 1365 | +3,083 | 6045.1% | Q4 2025 | Jan 20, 2026 |
| Northstar Group, Inc. | History | Added to | 3,135 | 808 | 0.11% | 0.11% | 1366 | +204 | 6.96% | Q4 2025 | Feb 13, 2026 |
| Elyxium Wealth, LLC | History | Added to | 3,129 | 807 | 0.22% | 0.25% | 1367 | +258 | 8.99% | Q4 2025 | Feb 05, 2026 |
| Westmount Partners, LLC | History | No change | 3,112 | 802 | 0.2% | 0.2% | 1368 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Smith Asset Management Co., LLC | History | Added to | 3,109 | 801 | 0.66% | 0.64% | 1370 | +171 | 5.82% | Q4 2025 | Feb 19, 2026 |
| MA Private Wealth | History | Reduced | 3,108 | 801 | 0.13% | 0.14% | 1369 | -108 | -3.36% | Q4 2025 | Feb 03, 2026 |
| Farmers National Bank | History | New | 3,098 | 799 | 0.18% | — | 1371 | +3,098 | New | Q4 2025 | Mar 12, 2026 |
| Tactive Advisors, LLC | History | Reduced | 3,101 | 799 | 0.23% | 0.27% | 1372 | -660 | -17.55% | Q4 2025 | Jan 09, 2026 |
| Miller Capital Partners, Inc. | History | New | 3,097 | 798 | 0.4% | — | 1374 | +3,097 | New | Q4 2025 | Feb 17, 2026 |
| Moss Adams Wealth Advisors LLC | History | Reduced | 3,097 | 798 | 0.06% | 0.06% | 1373 | -108 | -3.37% | Q4 2025 | Jan 26, 2026 |
| NEW WAVE WEALTH ADVISORS LLC | History | New | 3,083 | 795 | 0.29% | — | 1375 | +3,083 | New | Q4 2025 | Jan 21, 2026 |
| McLean Asset Management Corp | History | Reduced | 2,905 | 793 | 0.14% | 0.21% | 1376 | -1,008 | -25.76% | Q4 2025 | Jan 16, 2026 |
| Human Investing LLC | History | Added to | 3,070 | 791 | 0.11% | 0.1% | 1377 | +483 | 18.67% | Q4 2025 | Jan 27, 2026 |
| Marathon Strategic Advisors, LLC | History | Reduced | 3,035 | 782 | 0.6% | 0.62% | 1378 | -9 | -0.3% | Q4 2025 | Feb 11, 2026 |
| SHP Wealth Management | History | New | 3,027 | 780 | 0.06% | — | 1379 | +3,027 | New | Q4 2025 | Mar 04, 2026 |
| PETTYJOHN, WOOD & WHITE, INC | History | Added to | 3,019 | 778 | 0.12% | 0.12% | 1380 | +75 | 2.55% | Q4 2025 | Feb 11, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | Added to | 3,007 | 775 | 0.43% | 0.37% | 1381 | +550 | 22.39% | Q4 2025 | Feb 17, 2026 |
| Clark Wealth Partners | History | No change | 2,992 | 771 | 0.47% | 0.47% | 1382 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Cannell & Spears LLC | History | Added to | 2,984 | 769 | 0.01% | 0.01% | 1383 | +19 | 0.64% | Q4 2025 | Feb 17, 2026 |
| Nilsine Partners, LLC | History | Added to | 2,965 | 764 | 0.07% | 0.06% | 1385 | +352 | 13.47% | Q4 2025 | Jan 15, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | Reduced | 2,963 | 764 | 0.04% | 0.04% | 1384 | -232 | -7.26% | Q4 2025 | Feb 11, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Reduced | 2,964 | 764 | 0.16% | 0.26% | 1386 | -32 | -1.07% | Q4 2025 | Feb 12, 2026 |
| PLANNING DIRECTIONS INC | History | Reduced | 2,956 | 762 | 0.38% | 0.42% | 1388 | -189 | -6.01% | Q4 2025 | Jan 21, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | Added to | 2,955 | 762 | 0.14% | 0.1% | 1387 | +25 | 0.85% | Q4 2025 | Feb 02, 2026 |
| Madison Asset Management, LLC | History | Reduced | 2,945 | 759 | 0.01% | 0.01% | 1389 | -40 | -1.34% | Q4 2025 | Feb 04, 2026 |
| Fairscale Capital, LLC | History | Reduced | 2,923 | 753 | 0.5% | 0.51% | 1390 | -7 | -0.24% | Q4 2025 | Feb 17, 2026 |
| Athena Investment Management | History | Added to | 2,918 | 752 | 0.39% | 0.33% | 1391 | +428 | 17.19% | Q4 2025 | Feb 12, 2026 |
| My Personal CFO, LLC | History | Added to | 2,912 | 751 | 0.31% | 0.12% | 1392 | +1,667 | 133.9% | Q4 2025 | Jan 15, 2026 |
| Amplius Wealth Advisors, LLC | History | Added to | 2,909 | 750 | 0.06% | 0.06% | 1393 | +4 | 0.14% | Q4 2025 | Jan 12, 2026 |
| CERTUITY, LLC | History | No change | 2,897 | 747 | 0.05% | 0.05% | 1394 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 2,889 | 745 | 0.09% | 0.12% | 1395 | +230 | 8.65% | Q4 2025 | Feb 13, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Added to | 2,885 | 744 | 0.12% | 0.04% | 1396 | +2,054 | 247.17% | Q4 2025 | Feb 10, 2026 |
| ROCKLAND TRUST CO | History | Added to | 2,875 | 741 | 0.03% | 0.03% | 1397 | +404 | 16.35% | Q4 2025 | Jan 15, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Reduced | 2,866 | 739 | 0.1% | 0.13% | 1399 | -351 | -10.91% | Q4 2025 | Jan 12, 2026 |
| Truvestments Capital LLC | History | Added to | 2,868 | 739 | 0.13% | 0.13% | 1398 | +30 | 1.06% | Q4 2025 | Feb 13, 2026 |
| DIVERSIFIED MANAGEMENT INC | History | New | 2,861 | 738 | 0.17% | — | 1400 | +2,861 | New | Q4 2025 | Jan 26, 2026 |
| Sterling Capital Management LLC | History | No change | 2,860 | 737 | 0.01% | 0.01% | 1401 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Solstein Capital, LLC | History | Added to | 2,849 | 734 | 0.29% | 0.0% | 1402 | +2,792 | 4898.25% | Q4 2025 | Feb 13, 2026 |
| Madison Wealth Partners, Inc | History | Added to | 2,832 | 730 | 0.13% | 0.1% | 1403 | +919 | 48.04% | Q4 2025 | Feb 10, 2026 |
| Mascagni Wealth Management, Inc. | History | Added to | 2,822 | 727 | 0.54% | 0.52% | 1404 | +169 | 6.37% | Q4 2025 | Feb 11, 2026 |
| J2 Capital Management Inc | History | Added to | 2,817 | 726 | 0.53% | 0.52% | 1405 | +97 | 3.57% | Q4 2025 | Jan 20, 2026 |
| COOPER/HAIMS ADVISORS, LLC | History | New | 2,804 | 723 | 0.33% | — | 1406 | +2,804 | New | Q4 2025 | Feb 11, 2026 |
| Wescott Financial Advisory Group, LLC | History | Added to | 2,807 | 723 | 0.06% | 0.06% | 1407 | +74 | 2.71% | Q4 2025 | Feb 12, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Reduced | 2,799 | 722 | 0.03% | 0.04% | 1408 | -273 | -8.89% | Q4 2025 | Feb 04, 2026 |
| Outlook Wealth Advisors, LLC | History | Added to | 2,801 | 722 | 0.16% | 0.16% | 1410 | +197 | 7.57% | Q4 2025 | Feb 11, 2026 |
| Stratos Investment Management, LLC | History | Added to | 2,799 | 722 | 0.03% | 0.03% | 1409 | +111 | 4.13% | Q4 2025 | Jan 20, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 2,797 | 721 | 0.03% | 0.02% | 1411 | +317 | 12.78% | Q4 2025 | Feb 02, 2026 |
| SPINNAKER TRUST | History | Added to | 2,789 | 719 | 0.04% | 0.02% | 1412 | +1,115 | 66.61% | Q4 2025 | Feb 10, 2026 |
| TCTC Holdings, LLC | History | No change | 2,784 | 718 | 0.02% | 0.02% | 1413 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Fund Advisors of America Inc/FL | History | New | 2,776 | 716 | 0.66% | — | 1414 | +2,776 | New | Q4 2025 | Mar 13, 2026 |
| Atwater Malick LLC | History | No change | 2,775 | 715 | 0.2% | 0.2% | 1415 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Astoria Portfolio Advisors LLC. | History | Added to | 2,588 | 710 | 0.16% | 0.17% | 1417 | +89 | 3.56% | Q4 2025 | Feb 24, 2026 |
| Riverpoint Wealth Management Holdings, LLC | History | Added to | 2,754 | 710 | 0.15% | 0.15% | 1416 | +18 | 0.66% | Q4 2025 | Feb 10, 2026 |
| Werba Rubin Papier Wealth Management | History | Added to | 2,752 | 709 | 0.19% | 0.1% | 1418 | +195 | 7.63% | Q4 2025 | Jan 27, 2026 |
| Seek First Inc. | History | Added to | 2,707 | 698 | 0.48% | 0.49% | 1419 | +2 | 0.07% | Q4 2025 | Jan 30, 2026 |
| MBL Wealth, LLC | History | Added to | 2,700 | 696 | 0.06% | 0.06% | 1420 | +25 | 0.93% | Q4 2025 | Jan 21, 2026 |
| VISTA INVESTMENT PARTNERS II, LLC | History | Added to | 2,691 | 694 | 0.3% | 0.25% | 1423 | +620 | 29.94% | Q4 2025 | Jan 22, 2026 |
| Aspen Grove Capital, LLC | History | Added to | 2,688 | 694 | 0.12% | 0.12% | 1422 | +5 | 0.19% | Q4 2025 | Feb 17, 2026 |
| Stonebridge Financial Planning Group, LLC | History | No change | 2,694 | 694 | 0.25% | 0.26% | 1421 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| CAMDEN NATIONAL BANK | History | New | 2,656 | 685 | 0.09% | — | 1424 | +2,656 | New | Q4 2025 | Feb 10, 2026 |
| McGuire Investment Group, LLC | History | Reduced | 2,656 | 685 | 0.07% | 0.08% | 1425 | -18 | -0.67% | Q4 2025 | Jan 26, 2026 |
| WJ Financial Advisors LLC | History | No change | 2,657 | 685 | 0.61% | 0.65% | 1426 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 2,648 | 683 | 0.04% | 0.04% | 1427 | +88 | 3.44% | Q4 2025 | Feb 10, 2026 |
| Members Trust Co | History | Reduced | 2,644 | 682 | 0.02% | 0.02% | 1428 | -9 | -0.34% | Q4 2025 | Jan 15, 2026 |
| Sound Income Strategies, LLC | History | Added to | 2,471 | 680 | 0.03% | 0.01% | 1429 | +2,059 | 499.76% | Q4 2025 | Jan 21, 2026 |
| Advisory Resource Group | History | Reduced | 2,630 | 678 | 0.12% | 0.12% | 1430 | -47 | -1.76% | Q4 2025 | Feb 12, 2026 |
| Birch Hill Investment Advisors LLC | History | Added to | 2,621 | 676 | 0.03% | 0.03% | 1431 | +100 | 3.97% | Q4 2025 | Jan 27, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 2,616 | 674 | 0.06% | 0.04% | 1434 | +1,307 | 99.85% | Q4 2025 | Jan 22, 2026 |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | History | Reduced | 2,615 | 674 | 0.2% | 0.2% | 1433 | -40 | -1.51% | Q4 2025 | Jan 08, 2026 |
| Accel Wealth Management | History | Added to | 2,616 | 674 | 0.18% | 0.19% | 1432 | +14 | 0.54% | Q4 2025 | Jan 20, 2026 |
| Sandhill Capital Partners LLC | History | No change | 2,612 | 673 | 0.05% | 0.05% | 1435 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| THOMPSON DAVIS & CO., INC. | History | No change | 2,607 | 672 | 0.4% | 0.41% | 1436 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| GRANDFIELD & DODD, LLC | History | No change | 2,599 | 670 | 0.04% | 0.04% | 1437 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Eagle Strategies LLC | History | Added to | 2,594 | 669 | 0.09% | 0.09% | 1438 | +41 | 1.61% | Q4 2025 | Jan 23, 2026 |
| Redwood Family Wealth LLC | History | New | 2,586 | 667 | 0.66% | — | 1441 | +2,586 | New | Q4 2025 | Mar 06, 2026 |
| Asset One Wealth Management LLC | History | New | 2,455 | 667 | 0.09% | — | 1440 | +2,455 | New | Q4 2025 | Feb 17, 2026 |
| NOVEM GROUP | History | Added to | 2,587 | 667 | 0.08% | 0.07% | 1439 | +143 | 5.85% | Q4 2025 | Jan 27, 2026 |
| OAK HARBOR WEALTH PARTNERS, LLC | History | Added to | 2,582 | 666 | 0.16% | 0.12% | 1442 | +693 | 36.69% | Q4 2025 | Feb 02, 2026 |
| Thrive Capital Management, LLC | History | Added to | 2,576 | 664 | 0.15% | 0.15% | 1444 | +228 | 9.71% | Q4 2025 | Feb 09, 2026 |
| PGIM Custom Harvest LLC | History | Reduced | 2,577 | 664 | 0.01% | 0.01% | 1443 | -152 | -5.57% | Q4 2025 | Feb 17, 2026 |
| CDKV HOLDINGS LLC | History | New | 2,571 | 663 | 0.55% | — | 1447 | +2,571 | New | Q4 2025 | Feb 17, 2026 |
| Truepoint, Inc. | History | Reduced | 2,574 | 663 | 0.01% | 0.02% | 1445 | -114 | -4.24% | Q4 2025 | Feb 11, 2026 |
| FLYWHEEL PRIVATE WEALTH LLC | History | No change | 2,572 | 663 | 0.41% | 0.51% | 1446 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Triumph Capital Management | History | New | 2,570 | 662 | 0.14% | — | 1448 | +2,570 | New | Q4 2025 | Feb 12, 2026 |
| Heritage Investment Group, Inc. | History | Reduced | 2,570 | 662 | 0.1% | 0.1% | 1449 | -5 | -0.19% | Q4 2025 | Jan 30, 2026 |
| LRI Investments, LLC | History | Reduced | 2,566 | 661 | 0.05% | 0.07% | 1451 | -575 | -18.31% | Q4 2025 | Feb 04, 2026 |
| Balboa Wealth Partners | History | Added to | 2,566 | 661 | 0.11% | 0.11% | 1450 | +128 | 5.25% | Q4 2025 | Jan 16, 2026 |
| Coastal Bridge Advisors, LLC | History | Added to | 2,552 | 658 | 0.05% | 0.04% | 1452 | +355 | 16.16% | Q4 2025 | Feb 18, 2026 |
| Center For Asset Management LLC | History | Reduced | 2,552 | 658 | 0.34% | 0.35% | 1453 | -14 | -0.55% | Q4 2025 | Jan 21, 2026 |
| Lutz Financial Services LLC | History | No change | 2,541 | 655 | 0.04% | 0.05% | 1454 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| EFG International AG | History | New | 2,536 | 654 | 0.01% | — | 1455 | +2,536 | New | Q4 2025 | Feb 17, 2026 |
| NORTHBRIDGE FINANCIAL GROUP, LLC | History | New | 2,516 | 648 | 0.29% | — | 1456 | +2,516 | New | Q4 2025 | Feb 06, 2026 |
| Transcendent Capital Group LLC | History | Added to | 2,511 | 647 | 0.29% | 0.28% | 1458 | +15 | 0.6% | Q4 2025 | Jan 26, 2026 |
| SMITH CHAS P & ASSOCIATES PA CPAS | History | No change | 2,512 | 647 | 0.03% | 0.06% | 1457 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Keebeck Wealth Management | History | Added to | 2,506 | 646 | 0.07% | 0.04% | 1460 | +1,139 | 83.32% | Q4 2025 | Feb 17, 2026 |
| FIRST COMMUNITY TRUST NA | History | Added to | 2,507 | 646 | 0.48% | 0.31% | 1459 | +926 | 58.57% | Q4 2025 | Jan 16, 2026 |
| Sara-Bay Financial | History | Added to | 2,483 | 646 | 0.19% | 0.16% | 1461 | +289 | 13.17% | Q4 2025 | Jan 20, 2026 |
| Aspire Growth Partners LLC | History | Added to | 2,499 | 644 | 0.45% | 0.45% | 1464 | +75 | 3.09% | Q4 2025 | Feb 05, 2026 |
| Glaxis Capital Management, LLC | History | Added to | 2,497 | 644 | 1.1% | 1.05% | 1463 | +17 | 0.69% | Q4 2025 | Feb 12, 2026 |
| SEARLE & CO. | History | No change | 2,500 | 644 | 0.17% | 0.17% | 1462 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Ballast Rock Private Wealth LLC | History | New | 2,482 | 640 | 0.4% | — | 1468 | +2,482 | New | Q4 2025 | Feb 04, 2026 |
| Leo Wealth, LLC | History | New | 2,481 | 640 | 0.05% | — | 1467 | +2,481 | New | Q4 2025 | Jan 21, 2026 |
| Fingerlakes Wealth Management, Inc. | History | Reduced | 2,482 | 640 | 0.41% | 0.43% | 1466 | -116 | -4.46% | Q4 2025 | Feb 05, 2026 |
| Wealth Dimensions Group, Ltd. | History | Added to | 2,485 | 640 | 0.13% | 0.12% | 1465 | +90 | 3.76% | Q4 2025 | Feb 13, 2026 |
| Bank of New Hampshire | History | New | 2,467 | 636 | 0.14% | — | 1469 | +2,467 | New | Q4 2025 | Mar 16, 2026 |
| FAS Wealth Partners, Inc. | History | Added to | 2,460 | 634 | 0.04% | 0.04% | 1470 | +55 | 2.29% | Q4 2025 | Feb 18, 2026 |
| Pinnacle Bancorp, Inc. | History | Added to | 2,461 | 634 | 0.19% | 0.18% | 1471 | +50 | 2.07% | Q4 2025 | Jan 22, 2026 |
| Thayer Partners, LLC / MA | History | New | 2,452 | 632 | 0.31% | — | 1472 | +2,452 | New | Q4 2025 | Feb 05, 2026 |
| KAVAR CAPITAL PARTNERS GROUP, LLC | History | Added to | 2,447 | 631 | 0.09% | 0.08% | 1473 | +116 | 4.98% | Q4 2025 | Jan 20, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 2,440 | 629 | 0.0% | 0.0% | 1474 | -38 | -1.53% | Q4 2025 | Jan 27, 2026 |
| Montecito Bank & Trust | History | No change | 2,436 | 628 | 0.1% | 0.1% | 1475 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Bison Wealth, LLC | History | New | 2,431 | 625 | 0.07% | — | 1476 | +2,431 | New | Q4 2025 | Mar 24, 2026 |
| SPIREPOINT PRIVATE CLIENT, LLC | History | Added to | 2,425 | 625 | 0.06% | 0.02% | 1477 | +1,575 | 185.29% | Q4 2025 | Jan 22, 2026 |
| Denver PWM, LLC | History | No change | 2,633 | 624 | 0.21% | 0.19% | 1478 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| ADIRONDACK TRUST CO | History | Added to | 2,416 | 623 | 0.2% | 0.17% | 1479 | +470 | 24.15% | Q4 2025 | Jan 08, 2026 |
| Elk River Wealth Management LLC | History | No change | 2,416 | 623 | 0.1% | 0.1% | 1480 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT | History | Added to | 2,410 | 621 | 0.22% | 0.22% | 1482 | +16 | 0.67% | Q4 2025 | Jan 27, 2026 |
| LYELL WEALTH MANAGEMENT, LP | History | No change | 2,408 | 621 | 0.04% | 0.05% | 1481 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CFS Investment Advisory Services, LLC | History | Reduced | 2,401 | 619 | 0.05% | 0.05% | 1484 | -12 | -0.5% | Q4 2025 | Feb 10, 2026 |
| Sepio Capital, LP | History | Added to | 2,402 | 619 | 0.03% | 0.04% | 1483 | +2 | 0.08% | Q4 2025 | Feb 12, 2026 |
| Round Rock Advisors LLC | History | Reduced | 2,397 | 618 | 0.09% | 0.1% | 1485 | -10 | -0.42% | Q4 2025 | Apr 07, 2026 |
| Heck Capital Advisors, LLC | History | Added to | 2,387 | 615 | 0.05% | 0.05% | 1487 | +8 | 0.34% | Q4 2025 | Jan 16, 2026 |
| OLD SECOND NATIONAL BANK OF AURORA | History | No change | 2,385 | 615 | 0.12% | 0.12% | 1486 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Kelman-Lazarov, Inc. | History | No change | 2,383 | 614 | 0.09% | 0.09% | 1488 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| COMPASS CAPITAL MANAGEMENT, INC | History | No change | 2,380 | 613 | 0.03% | 0.03% | 1489 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Added to | 2,375 | 612 | 0.02% | 0.02% | 1490 | +442 | 22.87% | Q4 2025 | Feb 13, 2026 |
| Churchill Financial Advisors, LLC | History | New | 2,363 | 609 | 0.19% | — | 1491 | +2,363 | New | Q4 2025 | Feb 09, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | Reduced | 2,360 | 608 | 0.04% | 0.04% | 1492 | -25 | -1.05% | Q4 2025 | Jan 20, 2026 |
| LPWM LLC | History | Added to | 2,354 | 607 | 0.15% | 0.14% | 1493 | +284 | 13.72% | Q4 2025 | Jan 06, 2026 |
| Capstone Wealth Management, Inc. | History | New | 2,333 | 605 | 0.53% | — | 1494 | +2,333 | New | Q4 2025 | Feb 20, 2026 |
| Douglass Winthrop Advisors, LLC | History | No change | 2,342 | 604 | 0.01% | 0.01% | 1495 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Keystone Financial Services | History | No change | 2,344 | 604 | 0.18% | 0.18% | 1496 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Powerhouse Assets LLC | History | New | 2,334 | 602 | 0.53% | — | 1497 | +2,334 | New | Q4 2025 | Jan 15, 2026 |
| UMB Bank, n.a. | History | Added to | 2,331 | 601 | 0.01% | 0.01% | 1498 | +405 | 21.03% | Q4 2025 | Feb 13, 2026 |
| KEB ASSET MANAGEMENT, LLC | History | Reduced | 2,334 | 601 | 0.12% | 0.14% | 1499 | -37 | -1.56% | Q4 2025 | Jan 09, 2026 |
| GERMAN AMERICAN BANCORP, INC. | History | Reduced | 2,329 | 600 | 0.05% | 0.05% | 1500 | -17 | -0.72% | Q4 2025 | Feb 17, 2026 |
| Francis Financial, Inc. | History | No change | 2,328 | 600 | 0.12% | 0.11% | 1501 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Penobscot Investment Management Company, Inc. | History | Added to | 2,323 | 599 | 0.05% | 0.04% | 1502 | +26 | 1.13% | Q4 2025 | Jan 27, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | Added to | 2,308 | 595 | 0.15% | 0.15% | 1503 | +1 | 0.04% | Q4 2025 | Jan 23, 2026 |
| PENOBSCOT WEALTH MANAGEMENT | History | Added to | 2,300 | 593 | 0.18% | 0.19% | 1504 | +6 | 0.26% | Q4 2025 | Feb 12, 2026 |
| Linscomb Wealth, Inc. | History | Reduced | 2,292 | 591 | 0.02% | 0.03% | 1505 | -446 | -16.29% | Q4 2025 | Feb 10, 2026 |
| Advisory Alpha, LLC | History | Reduced | 2,284 | 589 | 0.02% | 0.02% | 1507 | -122 | -5.07% | Q4 2025 | Feb 06, 2026 |
| Capital Square, LLC | History | Reduced | 2,284 | 589 | 0.3% | 0.3% | 1508 | -61 | -2.6% | Q4 2025 | Feb 13, 2026 |
| CHAPIN DAVIS, INC. | History | Added to | 2,287 | 589 | 0.14% | 0.14% | 1506 | +3 | 0.13% | Q4 2025 | Jan 30, 2026 |
| MATTERN CAPITAL MANAGEMENT, LLC | History | No change | 2,283 | 588 | 0.07% | 0.07% | 1509 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Moors & Cabot, Inc. | History | Added to | 2,272 | 586 | 0.03% | 0.01% | 1510 | +1,119 | 97.05% | Q4 2025 | Feb 10, 2026 |
| Cascade Wealth Advisors, Inc | History | Reduced | 2,146 | 586 | 0.27% | 0.29% | 1511 | -148 | -6.45% | Q4 2025 | Feb 04, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Reduced | 2,274 | 586 | 0.52% | 0.54% | 1512 | -12 | -0.52% | Q4 2025 | Jan 29, 2026 |
| NTV ASSET MANAGEMENT LLC | History | Reduced | 2,268 | 585 | 0.06% | 0.06% | 1513 | -75 | -3.2% | Q4 2025 | Jan 20, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 2,267 | 584 | 0.18% | 0.55% | 1514 | +47 | 2.12% | Q4 2025 | Feb 17, 2026 |
| Milestone Investment Advisors LLC | History | No change | 2,263 | 583 | 0.14% | 0.14% | 1515 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Gen-Wealth Partners Inc | History | No change | 2,253 | 581 | 0.19% | 0.19% | 1516 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Platform Technology Partners | History | Added to | 2,249 | 580 | 0.12% | 0.14% | 1517 | +15 | 0.67% | Q4 2025 | Feb 13, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | No change | 2,244 | 578 | 0.0% | 0.0% | 1518 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Golden Reserve Retirement LLC | History | New | 2,240 | 577 | 0.11% | — | 1520 | +2,240 | New | Q4 2025 | Jan 29, 2026 |
| Private Wealth Asset Management, LLC | History | Added to | 2,237 | 577 | 0.06% | 0.07% | 1519 | +42 | 1.91% | Q4 2025 | Feb 10, 2026 |
| KRM WEALTH MANAGEMENT L.L.C. | History | New | 2,237 | 576 | 0.32% | — | 1521 | +2,237 | New | Q4 2025 | Apr 07, 2026 |
| Tenzing Financial LLC | History | New | 2,219 | 572 | 0.46% | — | 1523 | +2,219 | New | Q4 2025 | Feb 13, 2026 |
| Allen Capital Group, LLC | History | Added to | 2,221 | 572 | 0.05% | 0.05% | 1522 | +89 | 4.17% | Q4 2025 | Feb 09, 2026 |
| Integrated Wealth Management | History | New | 2,213 | 570 | 0.64% | — | 1524 | +2,213 | New | Q4 2025 | Mar 03, 2026 |
| PROSPERITY BANCSHARES INC | History | New | 2,209 | 569 | 0.51% | — | 1525 | +2,209 | New | Q4 2025 | Feb 17, 2026 |
| IFC & Insurance Marketing, Inc. | History | New | 2,196 | 567 | 0.56% | — | 1526 | +2,196 | New | Q4 2025 | Feb 12, 2026 |
| CARRET ASSET MANAGEMENT, LLC | History | Added to | 2,188 | 564 | 0.05% | 0.04% | 1527 | +493 | 29.09% | Q4 2025 | Feb 17, 2026 |
| First County Bank /CT/ | History | Added to | 2,179 | 562 | 0.29% | 0.28% | 1529 | +16 | 0.74% | Q4 2025 | Jan 14, 2026 |
| Nova R Wealth, Inc. | History | Added to | 2,182 | 562 | 0.2% | 0.23% | 1528 | +11 | 0.51% | Q4 2025 | Jan 14, 2026 |
| Avantax Planning Partners, Inc. | History | No change | 2,179 | 561 | 0.02% | 0.02% | 1530 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | Reduced | 2,169 | 559 | 0.09% | 0.1% | 1531 | -153 | -6.59% | Q4 2025 | Jan 14, 2026 |
| Family CFO Inc | History | Reduced | 2,163 | 557 | 0.25% | 0.36% | 1532 | -931 | -30.09% | Q4 2025 | Jan 23, 2026 |
| Thomasville National Bank | History | Reduced | 2,159 | 556 | 0.03% | 0.04% | 1533 | -281 | -11.52% | Q4 2025 | Jan 26, 2026 |
| Benchmark Financial Wealth Advisors, LLC | History | Added to | 2,150 | 554 | 0.16% | 0.16% | 1534 | +62 | 2.97% | Q4 2025 | Jan 27, 2026 |
| Balanced Rock Investment Advisors LLC | History | Added to | 2,150 | 554 | 0.39% | 0.4% | 1535 | +4 | 0.19% | Q4 2025 | Feb 13, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | New | 2,141 | 552 | 0.03% | — | 1540 | +2,141 | New | Q4 2025 | Feb 17, 2026 |
| Buck Wealth Strategies, LLC | History | Added to | 2,143 | 552 | 0.07% | 0.06% | 1538 | +285 | 15.34% | Q4 2025 | Feb 03, 2026 |
| IMG Wealth Management, Inc. | History | Reduced | 2,143 | 552 | 0.35% | 0.4% | 1539 | -166 | -7.19% | Q4 2025 | Feb 05, 2026 |
| WealthCare Investment Partners, LLC | History | Reduced | 2,112 | 552 | 0.16% | 0.18% | 1537 | -28 | -1.31% | Q4 2025 | Jan 06, 2026 |
| Synergy Financial Group, LTD | History | Added to | 2,143 | 552 | 0.39% | 0.37% | 1536 | +6 | 0.28% | Q4 2025 | Feb 17, 2026 |
| WEALTHEDGE INVESTMENT ADVISORS, LLC | History | Reduced | 2,132 | 550 | 0.2% | 0.22% | 1542 | -126 | -5.58% | Q4 2025 | Feb 17, 2026 |
| NWF Advisory Services Inc. | History | Reduced | 2,133 | 550 | 0.06% | 0.06% | 1541 | -109 | -4.86% | Q4 2025 | Mar 03, 2026 |
| FULCRUM WEALTH ADVISORS, LLC | History | New | 2,129 | 549 | 0.45% | — | 1544 | +2,129 | New | Q4 2025 | Feb 02, 2026 |
| National Wealth Management Group, LLC | History | Added to | 2,132 | 549 | 0.19% | 0.14% | 1543 | +673 | 46.13% | Q4 2025 | Jan 12, 2026 |
| Obermeyer Wealth Partners | History | Reduced | 2,126 | 548 | 0.03% | 0.03% | 1545 | -181 | -7.85% | Q4 2025 | Jan 29, 2026 |
| CITY HOLDING CO | History | Added to | 2,118 | 546 | 0.07% | 0.01% | 1546 | +1,824 | 620.41% | Q4 2025 | Jan 22, 2026 |
| John W. Brooker & Co., CPAs | History | New | 2,114 | 545 | 0.98% | — | 1549 | +2,114 | New | Q4 2025 | Jan 13, 2026 |
| NBT BANK N A /NY | History | Added to | 1,937 | 545 | 0.04% | 0.03% | 1547 | +112 | 6.14% | Q4 2025 | Jan 23, 2026 |
| APPLETON PARTNERS INC/MA | History | Reduced | 2,112 | 545 | 0.04% | 0.04% | 1548 | -25 | -1.17% | Q4 2025 | Jan 09, 2026 |
| Atala Financial Inc | History | No change | 2,098 | 541 | 0.35% | 0.33% | 1550 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| JM2 Capital Inc. | History | New | 2,096 | 540 | 0.43% | — | 1552 | +2,096 | New | Q4 2025 | Jan 23, 2026 |
| WAYSTONE ADVISORS LLC | History | New | 2,094 | 540 | 0.46% | — | 1551 | +2,094 | New | Q4 2025 | Feb 09, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 2,093 | 539 | 0.01% | 0.01% | 1553 | -367 | -14.92% | Q4 2025 | Feb 13, 2026 |
| Astra Wealth Partners LLC | History | Reduced | 2,089 | 538 | 0.32% | 0.59% | 1555 | -1,419 | -40.45% | Q4 2025 | Feb 02, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | Reduced | 2,087 | 538 | 0.03% | 0.04% | 1554 | -186 | -8.18% | Q4 2025 | Feb 17, 2026 |
| Generation Capital Management LLC | History | Reduced | 2,084 | 537 | 0.35% | 1.0% | 1558 | -3,337 | -61.56% | Q4 2025 | Feb 13, 2026 |
| Main Street Group, LTD | History | Added to | 2,084 | 537 | 0.19% | 0.15% | 1557 | +16 | 0.77% | Q4 2025 | Jan 26, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 2,081 | 537 | 0.06% | 0.06% | 1556 | +3 | 0.14% | Q4 2025 | Jan 21, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 2,078 | 535 | 0.0% | 0.0% | 1559 | +86 | 4.32% | Q4 2025 | Feb 13, 2026 |
| Peregrine Asset Advisers, Inc. | History | Added to | 2,071 | 534 | 0.15% | 0.16% | 1560 | +1 | 0.05% | Q4 2025 | Feb 02, 2026 |
| 55 North Private Wealth, LLC | History | New | 2,056 | 530 | 0.14% | — | 1562 | +2,056 | New | Q4 2025 | Jan 27, 2026 |
| Front Row Advisors LLC | History | No change | 2,055 | 530 | 0.18% | 0.18% | 1561 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Kestra Investment Management, LLC | History | Added to | 2,051 | 529 | 0.01% | 0.01% | 1565 | +9 | 0.44% | Q4 2025 | Feb 09, 2026 |
| Newport Capital Group, LLC | History | Reduced | 2,051 | 529 | 0.32% | 0.33% | 1564 | -7 | -0.34% | Q4 2025 | Feb 13, 2026 |
| ERn Financial, LLC | History | No change | 2,053 | 529 | 0.1% | 0.1% | 1563 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| UNIVEST FINANCIAL Corp | History | Added to | 2,047 | 528 | 0.03% | 0.02% | 1566 | +537 | 35.56% | Q4 2025 | Feb 04, 2026 |
| J HAGAN CAPITAL, INC. | History | Reduced | 2,046 | 527 | 0.29% | 1.19% | 1569 | -5,715 | -73.64% | Q4 2025 | Feb 17, 2026 |
| Total Clarity Wealth Management, Inc. | History | Added to | 2,043 | 527 | 0.13% | 0.12% | 1568 | +248 | 13.82% | Q4 2025 | Feb 02, 2026 |
| Clearstead Trust, LLC | History | No change | 2,047 | 527 | 0.08% | 0.09% | 1567 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| STEPHEN J. GARRY & ASSOCIATES, LLC | History | No change | 2,041 | 526 | 0.42% | 0.41% | 1570 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| CALTON & ASSOCIATES, INC. | History | Reduced | 2,037 | 525 | 0.08% | 0.09% | 1571 | -315 | -13.39% | Q4 2025 | Feb 10, 2026 |
| Comprehensive Money Management Services LLC | History | Reduced | 2,039 | 525 | 0.36% | 0.37% | 1572 | -30 | -1.45% | Q4 2025 | Jan 22, 2026 |
| Prospera Capital Management, LLC | History | No change | 2,038 | 525 | 0.26% | 0.25% | 1573 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | History | Reduced | 2,034 | 524 | 0.14% | 0.16% | 1574 | -241 | -10.59% | Q4 2025 | Feb 11, 2026 |
| Coppell Advisory Solutions LLC | History | Reduced | 2,014 | 524 | 0.05% | 0.05% | 1575 | -6 | -0.3% | Q4 2025 | Feb 17, 2026 |
| United Advisor Group, LLC | History | Reduced | 2,031 | 523 | 0.07% | 0.07% | 1576 | -29 | -1.41% | Q4 2025 | Jan 26, 2026 |
| WIREGRASS INVESTMENT MANAGEMENT LLC | History | New | 2,018 | 520 | 0.43% | — | 1577 | +2,018 | New | Q4 2025 | Feb 13, 2026 |
| FSM Wealth Advisors, LLC | History | Added to | 2,014 | 519 | 0.07% | 0.06% | 1578 | +371 | 22.58% | Q4 2025 | Jan 23, 2026 |
| Team Hewins, LLC | History | Reduced | 2,009 | 518 | 0.17% | 0.17% | 1579 | -11 | -0.54% | Q4 2025 | Jan 28, 2026 |
| Granite Harbor Advisors, Inc. | History | No change | 2,010 | 518 | 0.22% | 0.21% | 1580 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Brooklyn Investment Group | History | Reduced | 1,981 | 517 | 0.02% | 0.09% | 1581 | -773 | -28.07% | Q4 2025 | Feb 12, 2026 |
| Wealth Management Nebraska | History | Added to | 2,008 | 517 | 0.06% | 0.06% | 1583 | +42 | 2.14% | Q4 2025 | Jan 28, 2026 |
| VESTIA PERSONAL WEALTH ADVISORS | History | Reduced | 1,869 | 517 | 0.26% | 0.28% | 1582 | -22 | -1.16% | Q4 2025 | Jan 27, 2026 |
| Jacobi Capital Management LLC | History | Added to | 1,999 | 515 | 0.03% | 0.03% | 1585 | +275 | 15.95% | Q4 2025 | Feb 13, 2026 |
| Paragon Capital Management LLC | History | Added to | 2,000 | 515 | 0.26% | 0.24% | 1584 | +8 | 0.4% | Q4 2025 | Feb 13, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Reduced | 1,995 | 514 | 0.18% | 0.2% | 1586 | -171 | -7.89% | Q4 2025 | Jan 09, 2026 |
| Keystone Financial Services, LLC | History | Added to | 1,988 | 512 | 0.35% | 0.35% | 1587 | +7 | 0.35% | Q4 2025 | Jan 27, 2026 |
| Coastline Complete Wealth LLC | History | New | 1,982 | 511 | 0.32% | — | 1588 | +1,982 | New | Q4 2025 | Feb 24, 2026 |
| Tolleson Wealth Management, Inc. | History | Added to | 1,981 | 510 | 0.07% | 0.07% | 1589 | +220 | 12.49% | Q4 2025 | Feb 17, 2026 |
| Sequent Planning LLC | History | Added to | 1,981 | 510 | 0.13% | 0.13% | 1590 | +214 | 12.11% | Q4 2025 | Feb 05, 2026 |
| Parsonex Advisory Services, Inc. | History | Added to | 1,974 | 509 | 0.32% | 0.34% | 1591 | +32 | 1.65% | Q4 2025 | Feb 12, 2026 |
| Melone Private Wealth, LLC | History | Added to | 1,972 | 508 | 0.22% | 0.23% | 1592 | +13 | 0.66% | Q4 2025 | Jan 07, 2026 |
| Pallas Capital Advisors LLC | History | New | 1,969 | 507 | 0.02% | — | 1593 | +1,969 | New | Q4 2025 | Jan 14, 2026 |
| HHM Wealth Advisors, LLC | History | Reduced | 1,965 | 506 | 0.06% | 0.08% | 1594 | -780 | -28.42% | Q4 2025 | Jan 22, 2026 |
| Key FInancial Inc | History | Added to | 1,965 | 506 | 0.09% | 0.07% | 1595 | +460 | 30.56% | Q4 2025 | Feb 09, 2026 |
| Tumwater Wealth Management, LLC | History | Added to | 1,962 | 506 | 0.21% | 0.22% | 1596 | +34 | 1.76% | Q4 2025 | Jan 29, 2026 |
| EARNEST PARTNERS LLC | History | New | 1,951 | 503 | 0.0% | — | 1597 | +1,951 | New | Q4 2025 | Feb 12, 2026 |
| HARBOUR INVESTMENT MANAGEMENT LLC | History | No change | 1,952 | 503 | 0.27% | 0.22% | 1598 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Edge Financial Advisors LLC | History | Added to | 1,947 | 502 | 0.21% | 0.22% | 1599 | +13 | 0.67% | Q4 2025 | Jan 28, 2026 |
| Lodestone Wealth Management LLC | History | Added to | 1,944 | 501 | 0.2% | 0.22% | 1601 | +3 | 0.15% | Q4 2025 | Jan 15, 2026 |
| Ullmann Wealth Partners Group, LLC | History | Added to | 1,968 | 501 | 0.05% | 0.05% | 1600 | +1 | 0.05% | Q4 2025 | Feb 12, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | Reduced | 1,939 | 500 | 0.0% | 0.0% | 1602 | -21 | -1.07% | Q4 2025 | Feb 09, 2026 |
| Unified Investment Management | History | Reduced | 1,933 | 498 | 0.5% | 0.5% | 1603 | -40 | -2.03% | Q4 2025 | Feb 09, 2026 |
| Covenant Asset Management, LLC | History | Added to | 1,927 | 497 | 0.06% | 0.05% | 1604 | +155 | 8.75% | Q4 2025 | Jan 30, 2026 |
| Roehl & Yi Investment Advisors, LLC | History | New | 4,078 | 496 | 0.2% | — | 1607 | +4,078 | New | Q4 2025 | Feb 17, 2026 |
| Windsor Advisory Group, LLC | History | New | 1,924 | 496 | 0.44% | — | 1606 | +1,924 | New | Q4 2025 | Feb 17, 2026 |
| Bell Bank | History | Reduced | 1,924 | 496 | 0.02% | 0.02% | 1605 | -79 | -3.94% | Q4 2025 | Jan 14, 2026 |
| RCS Financial Planning, LLC | History | Added to | 1,922 | 495 | 0.21% | 0.2% | 1608 | +181 | 10.4% | Q4 2025 | Jan 15, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 1,905 | 491 | 0.25% | 0.36% | 1611 | -1,887 | -49.76% | Q4 2025 | Feb 18, 2026 |
| Venturi Wealth Management, LLC | History | Reduced | 1,906 | 491 | 0.02% | 0.02% | 1609 | -103 | -5.13% | Q4 2025 | Jan 22, 2026 |
| ADAMSBROWN WEALTH CONSULTANTS LLC | History | Reduced | 1,904 | 491 | 0.14% | 0.14% | 1610 | -31 | -1.6% | Q4 2025 | Jan 13, 2026 |
| Vident Advisory, LLC | History | Reduced | 1,902 | 490 | 0.0% | 0.0% | 1612 | -60 | -3.06% | Q4 2025 | Feb 18, 2026 |
| Alta Wealth Advisors LLC | History | Added to | 1,891 | 487 | 0.16% | 0.17% | 1613 | +45 | 2.44% | Q4 2025 | Feb 03, 2026 |
| Rede Wealth, LLC | History | Added to | 1,883 | 485 | 0.17% | 0.3% | 1615 | +363 | 23.88% | Q4 2025 | Jan 23, 2026 |
| FORTRESS PRIVATE LEDGER, LLC | History | Added to | 1,884 | 485 | 0.16% | 0.17% | 1614 | +79 | 4.38% | Q4 2025 | Feb 12, 2026 |
| Nikulski Financial, Inc. | History | Reduced | 1,874 | 483 | 0.12% | 0.14% | 1617 | -330 | -14.97% | Q4 2025 | Jan 15, 2026 |
| LCNB CORP | History | No change | 1,875 | 483 | 0.16% | 0.17% | 1616 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Physician Wealth Advisors, Inc. | History | Reduced | 1,869 | 482 | 0.07% | 0.08% | 1618 | -214 | -10.27% | Q4 2025 | Jan 29, 2026 |
| McMillan Office, Inc. | History | New | 1,865 | 481 | 0.06% | — | 1619 | +1,865 | New | Q4 2025 | Feb 12, 2026 |
| STEVENS CAPITAL PARTNERS | History | Added to | 1,864 | 480 | 0.13% | 0.14% | 1620 | +18 | 0.98% | Q4 2025 | Jan 27, 2026 |
| Sensible Money, LLC | History | Added to | 1,859 | 479 | 0.15% | 0.1% | 1621 | +700 | 60.4% | Q4 2025 | Feb 09, 2026 |
| REDW Wealth LLC | History | Reduced | 1,856 | 478 | 0.18% | 0.2% | 1622 | -233 | -11.15% | Q4 2025 | Jan 28, 2026 |
| CYPRESS FINANCIAL PLANNING LLC | History | Added to | 1,832 | 476 | 0.13% | 0.12% | 1624 | +314 | 20.69% | Q4 2025 | Jan 14, 2026 |
| Vision Capital Management, Inc. | History | No change | 1,847 | 476 | 0.06% | 0.06% | 1623 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| KLCM Advisors, Inc. | History | New | 1,836 | 473 | 0.04% | — | 1626 | +1,836 | New | Q4 2025 | Feb 04, 2026 |
| Cambria Investment Management, L.P. | History | Added to | 1,836 | 473 | 0.03% | 0.01% | 1627 | +863 | 88.69% | Q4 2025 | Feb 17, 2026 |
| BAR HARBOR WEALTH MANAGEMENT | History | Reduced | 1,837 | 473 | 0.03% | 0.03% | 1625 | -47 | -2.49% | Q4 2025 | Jan 22, 2026 |
| Bakala Capital LLC | History | Added to | 1,832 | 472 | 2.23% | 2.48% | 1628 | +23 | 1.27% | Q4 2025 | Feb 13, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Reduced | 1,828 | 471 | 0.05% | 0.06% | 1629 | -460 | -20.1% | Q4 2025 | Jan 28, 2026 |
| Midwestern Financial, LLC /IA | History | Added to | 1,824 | 470 | 0.39% | 0.39% | 1630 | +12 | 0.66% | Q4 2025 | Feb 06, 2026 |
| Oakworth Capital, Inc. | History | No change | 1,820 | 469 | 0.03% | 0.03% | 1631 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Christensen, King & Associates Investment Services, Inc. | History | Reduced | 1,815 | 468 | 0.2% | 0.21% | 1633 | -74 | -3.92% | Q4 2025 | Jan 22, 2026 |
| Chemistry Wealth Management LLC | History | Added to | 1,817 | 468 | 0.09% | 0.09% | 1632 | +2 | 0.11% | Q4 2025 | Jan 06, 2026 |
| RIK SAYLOR FINANCIAL, INC. | History | Reduced | 1,811 | 467 | 0.34% | 0.34% | 1634 | -1 | -0.06% | Q4 2025 | Feb 12, 2026 |
| Insight Advisors, LLC/ PA | History | Added to | 1,809 | 466 | 0.07% | 0.07% | 1635 | +11 | 0.61% | Q4 2025 | Feb 11, 2026 |
| OPAL CAPITAL LLC | History | New | 1,670 | 465 | 0.12% | — | 1637 | +1,670 | New | Q4 2025 | Feb 17, 2026 |
| Global Financial Private Client, LLC | History | No change | 1,805 | 465 | 0.16% | 0.16% | 1636 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Brown Miller Wealth Management, LLC | History | No change | 1,800 | 464 | 0.13% | 0.13% | 1638 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Nautilus Advisors LLC | History | No change | 1,800 | 464 | 0.3% | 0.31% | 1639 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | Added to | 1,799 | 463 | 0.02% | 0.02% | 1641 | +66 | 3.81% | Q4 2025 | Jan 16, 2026 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | History | Reduced | 1,796 | 463 | 0.23% | 0.23% | 1640 | -47 | -2.55% | Q4 2025 | Jan 30, 2026 |
| Invst, LLC | History | Added to | 1,791 | 462 | 0.05% | 0.04% | 1642 | +323 | 22.0% | Q4 2025 | Feb 11, 2026 |
| FIRST FINANCIAL BANKSHARES INC | History | Added to | 1,788 | 461 | 0.01% | 0.01% | 1643 | +200 | 12.59% | Q4 2025 | Feb 12, 2026 |
| Urban Financial Advisory Corp | History | Added to | 1,790 | 461 | 0.18% | 0.2% | 1645 | +141 | 8.55% | Q4 2025 | Feb 04, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 1,788 | 461 | 0.03% | 0.03% | 1644 | +37 | 2.11% | Q4 2025 | Feb 03, 2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | History | Added to | 1,785 | 460 | 0.11% | 0.09% | 1646 | +194 | 12.19% | Q4 2025 | Jan 08, 2026 |
| Silver Oak Advisory Group, Inc. | History | Reduced | 1,783 | 459 | 0.21% | 0.37% | 1648 | -1,429 | -44.49% | Q4 2025 | Feb 03, 2026 |
| Relyea Zuckerberg Hanson LLC | History | Added to | 1,782 | 459 | 0.05% | 0.05% | 1647 | +1 | 0.06% | Q4 2025 | Jan 20, 2026 |
| Archer Investment Corp | History | Added to | 1,778 | 458 | 0.1% | 0.09% | 1649 | +148 | 9.08% | Q4 2025 | Jan 30, 2026 |
| HORAN Wealth, LLC | History | Reduced | 1,778 | 458 | 0.07% | 0.07% | 1650 | -1 | -0.06% | Q4 2025 | Feb 04, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | Reduced | 1,770 | 456 | 0.12% | 0.14% | 1653 | -53 | -2.91% | Q4 2025 | Feb 10, 2026 |
| GRIFFIN ASSET MANAGEMENT, INC. | History | Reduced | 1,770 | 456 | 0.05% | 0.05% | 1651 | -46 | -2.53% | Q4 2025 | Feb 06, 2026 |
| SEVEN MILE ADVISORY | History | No change | 1,768 | 456 | 0.08% | 0.07% | 1652 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| HM PAYSON & CO | History | Reduced | 1,765 | 455 | 0.01% | 0.01% | 1654 | -44 | -2.43% | Q4 2025 | Feb 12, 2026 |
| Hutchens & Kramer Investment Management Group, LLC | History | Reduced | 1,762 | 454 | 0.16% | 0.2% | 1656 | -238 | -11.9% | Q4 2025 | Jan 08, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Added to | 1,761 | 454 | 0.06% | 0.06% | 1655 | +215 | 13.91% | Q4 2025 | Jan 23, 2026 |
| SUMMITRY LLC | History | New | 1,754 | 452 | 0.02% | — | 1657 | +1,754 | New | Q4 2025 | Feb 09, 2026 |
| RIVER'S EDGE WEALTH MANAGEMENT, LLC | History | New | 1,638 | 452 | 0.44% | — | 1660 | +1,638 | New | Q4 2025 | Feb 17, 2026 |
| DAHRING {-} CUSMANO LLC | History | Added to | 1,754 | 452 | 0.31% | 0.32% | 1659 | +7 | 0.4% | Q4 2025 | Feb 05, 2026 |
| Horst & Graben Wealth Management LLC | History | Added to | 1,755 | 452 | 0.07% | 0.07% | 1658 | +1 | 0.06% | Q4 2025 | Jan 27, 2026 |
| ARMSTRONG HENRY H ASSOCIATES INC | History | No change | 1,745 | 450 | 0.04% | 0.04% | 1661 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| Alteri Wealth LLC | History | Reduced | 1,738 | 448 | 0.15% | 0.16% | 1662 | -95 | -5.18% | Q4 2025 | Feb 11, 2026 |
| MIDDLETON & CO INC/MA | History | No change | 1,730 | 446 | 0.05% | 0.05% | 1663 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Strategic Financial Services, Inc. | History | Reduced | 1,607 | 445 | 0.02% | 0.02% | 1664 | -155 | -8.8% | Q4 2025 | Feb 09, 2026 |
| Arete Wealth Advisors, LLC | History | Reduced | 1,720 | 444 | 0.03% | 0.03% | 1665 | -190 | -9.95% | Q4 2025 | Feb 13, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Reduced | 1,723 | 444 | 0.01% | 0.01% | 1666 | -70 | -3.9% | Q4 2025 | Feb 13, 2026 |
| DGS Capital Management, LLC | History | Reduced | 1,720 | 443 | 0.08% | 0.08% | 1667 | -17 | -0.98% | Q4 2025 | Feb 24, 2026 |
| Drake & Associates, LLC | History | Added to | 1,714 | 442 | 0.09% | 0.07% | 1670 | +408 | 31.24% | Q4 2025 | Feb 23, 2026 |
| Finward Bancorp | History | Added to | 1,717 | 442 | 0.34% | 0.31% | 1668 | +100 | 6.18% | Q4 2025 | Jan 21, 2026 |
| Meridian Financial Partners LLC | History | No change | 1,600 | 442 | 0.17% | 0.17% | 1669 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| PFW Advisors LLC | History | No change | 1,714 | 442 | 0.13% | 0.13% | 1671 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Lifeworks Advisors, LLC | History | Added to | 1,709 | 440 | 0.06% | 0.05% | 1672 | +88 | 5.43% | Q4 2025 | Feb 13, 2026 |
| KPP Advisory Services LLC | History | Added to | 1,706 | 440 | 0.06% | 0.06% | 1673 | +47 | 2.83% | Q4 2025 | Feb 02, 2026 |
| Capital Investment Counsel, LLC | History | New | 1,705 | 439 | 0.06% | — | 1674 | +1,705 | New | Q4 2025 | Feb 02, 2026 |
| LMG Wealth Partners, LLC | History | Added to | 1,698 | 437 | 0.08% | 0.06% | 1675 | +383 | 29.13% | Q4 2025 | Feb 02, 2026 |
| Sterling Investment Counsel, LLC | History | New | 1,812 | 435 | 0.12% | — | 1677 | +1,812 | New | Q4 2025 | Jan 27, 2026 |
| WESTBOURNE INVESTMENTS, INC. | History | No change | 1,690 | 435 | 0.2% | 0.21% | 1676 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | New | 1,678 | 432 | 0.06% | — | 1679 | +1,678 | New | Q4 2025 | Feb 04, 2026 |
| Miller Financial Services LLC | History | Reduced | 1,675 | 432 | 0.51% | 0.53% | 1678 | -125 | -6.94% | Q4 2025 | Feb 12, 2026 |
| Golden Bell Financial Planning LLC | History | Reduced | 1,672 | 431 | 0.36% | 0.38% | 1681 | -63 | -3.63% | Q4 2025 | Feb 03, 2026 |
| Mascoma Wealth Management LLC | History | Reduced | 1,671 | 431 | 0.09% | 0.1% | 1680 | -35 | -2.05% | Q4 2025 | Feb 04, 2026 |
| 49 WEALTH MANAGEMENT, LLC | History | New | 1,670 | 430 | 0.03% | — | 1684 | +1,670 | New | Q4 2025 | Feb 04, 2026 |
| Austin Wealth Management, LLC | History | Reduced | 1,598 | 430 | 0.06% | 0.07% | 1683 | -248 | -13.43% | Q4 2025 | Jan 26, 2026 |
| LifeGuide Financial Advisors, LLC | History | Reduced | 1,646 | 430 | 0.14% | 0.15% | 1682 | -93 | -5.35% | Q4 2025 | Jan 05, 2026 |
| Weitzel Financial Services, Inc. | History | Reduced | 1,641 | 429 | 0.17% | 0.17% | 1685 | -36 | -2.15% | Q4 2025 | Feb 03, 2026 |
| Templeton & Phillips Capital Management, LLC | History | Added to | 1,652 | 426 | 0.28% | 0.18% | 1686 | +656 | 65.86% | Q4 2025 | Feb 13, 2026 |
| New Insight Wealth Advisors | History | Reduced | 1,644 | 424 | 0.15% | 0.16% | 1688 | -54 | -3.18% | Q4 2025 | Feb 17, 2026 |
| Covestor Ltd | History | Added to | 1,644 | 424 | 0.22% | 0.22% | 1687 | +38 | 2.37% | Q4 2025 | Feb 06, 2026 |
| Veratis Advisors, Inc. | History | New | 1,537 | 423 | 0.33% | — | 1690 | +1,537 | New | Q4 2025 | Feb 18, 2026 |
| PATRICK M SWEENEY & ASSOCIATES, INC | History | Reduced | 1,643 | 423 | 0.26% | 0.27% | 1689 | -3 | -0.18% | Q4 2025 | Feb 04, 2026 |
| Etesian Wealth Advisors, Inc. | History | Reduced | 1,637 | 422 | 0.13% | 0.16% | 1691 | -229 | -12.27% | Q4 2025 | Feb 11, 2026 |
| Tempo Wealth, LLC | History | New | 1,636 | 421 | 0.07% | — | 1693 | +1,636 | New | Q4 2025 | Feb 25, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | Added to | 1,634 | 421 | 0.01% | 0.01% | 1692 | +16 | 0.99% | Q4 2025 | Feb 12, 2026 |
| Polaris Investment Advisors, LLC | History | New | 1,629 | 420 | 0.3% | — | 1696 | +1,629 | New | Q4 2025 | Jan 15, 2026 |
| Intergy Private Wealth, LLC | History | Reduced | 1,632 | 420 | 0.13% | 0.13% | 1694 | -3 | -0.18% | Q4 2025 | Jan 22, 2026 |
| Pacific Sage Partners, LLC | History | No change | 1,629 | 420 | 0.07% | 0.07% | 1695 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Allodium Investment Consultants, LLC | History | Reduced | 1,624 | 418 | 0.21% | 0.24% | 1697 | -67 | -3.96% | Q4 2025 | Jan 14, 2026 |
| Journey Advisory Group, LLC | History | Reduced | 1,619 | 417 | 0.04% | 0.04% | 1698 | -491 | -23.27% | Q4 2025 | Jan 27, 2026 |
| TOWER TRUST & INVESTMENT Co | History | Added to | 1,619 | 417 | 0.26% | 0.25% | 1700 | +154 | 10.51% | Q4 2025 | Jan 21, 2026 |
| Pillar Financial Advisors, LLC | History | Reduced | 1,619 | 417 | 0.25% | 0.26% | 1699 | -10 | -0.61% | Q4 2025 | Feb 02, 2026 |
| Madison Park Capital Advisors, LLC | History | Added to | 1,615 | 416 | 0.34% | 0.33% | 1701 | +12 | 0.75% | Q4 2025 | Jan 20, 2026 |
| Blake Schutter Theil Wealth Advisors, LLC | History | Added to | 1,602 | 413 | 0.34% | 0.34% | 1704 | +236 | 17.28% | Q4 2025 | Feb 02, 2026 |
| Coastwise Capital Group, LLC | History | No change | 1,602 | 413 | 0.21% | 0.29% | 1702 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Altiora Financial Group, LLC | History | No change | 1,603 | 413 | 0.07% | 0.07% | 1703 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| KWMG, LLC | History | Added to | 1,599 | 412 | 0.04% | 0.03% | 1705 | +287 | 21.88% | Q4 2025 | Jan 16, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Reduced | 1,599 | 412 | 0.03% | 0.03% | 1706 | -179 | -10.07% | Q4 2025 | Jan 08, 2026 |
| TPG Advisors LLC | History | Added to | 1,597 | 411 | 0.26% | 0.24% | 1708 | +158 | 10.98% | Q4 2025 | Jan 21, 2026 |
| Busey Bank | History | Added to | 1,597 | 411 | 0.01% | 0.01% | 1707 | +5 | 0.31% | Q4 2025 | Jan 27, 2026 |
| Investment Planning Advisors, Inc. | History | Added to | 1,590 | 410 | 0.12% | 0.11% | 1710 | +169 | 11.89% | Q4 2025 | Jan 20, 2026 |
| Aerodigm Wealth, LLC | History | Reduced | 1,592 | 410 | 0.14% | 0.19% | 1709 | -147 | -8.45% | Q4 2025 | Feb 06, 2026 |
| Interchange Capital Partners, LLC | History | Reduced | 1,579 | 407 | 0.08% | 0.08% | 1711 | -59 | -3.6% | Q4 2025 | Jan 30, 2026 |
| River Street Advisors LLC | History | No change | 1,580 | 407 | 0.15% | 0.16% | 1712 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| HBK Sorce Advisory LLC | History | Reduced | 1,467 | 406 | 0.01% | 0.01% | 1713 | -199 | -11.94% | Q4 2025 | Feb 09, 2026 |
| JIM SAULNIER & ASSOCIATES, LLC | History | Added to | 1,571 | 405 | 0.21% | 0.22% | 1715 | +11 | 0.71% | Q4 2025 | Jan 29, 2026 |
| Donor Advised Charitable Giving, Inc. | History | No change | 1,571 | 405 | 0.01% | 0.01% | 1714 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| TruNorth Capital Management, LLC | History | No change | 1,569 | 404 | 0.08% | 0.08% | 1716 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Litman Gregory Wealth Management LLC | History | No change | 1,563 | 403 | 0.03% | 0.03% | 1717 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Bouchey Financial Group Ltd | History | Reduced | 1,562 | 402 | 0.03% | 0.03% | 1718 | -15 | -0.95% | Q4 2025 | Jan 16, 2026 |
| Coquina Private Wealth LLC | History | New | 1,556 | 401 | 0.32% | — | 1721 | +1,556 | New | Q4 2025 | Jan 29, 2026 |
| Goepper Burkhardt LLC | History | Reduced | 1,556 | 401 | 0.13% | 0.14% | 1720 | -81 | -4.95% | Q4 2025 | Feb 09, 2026 |
| Olde Wealth Management, LLC | History | Reduced | 1,556 | 401 | 0.12% | 0.12% | 1719 | -11 | -0.7% | Q4 2025 | Feb 12, 2026 |
| Evergreen Wealth Partners LLC | History | New | 1,553 | 400 | 0.34% | — | 1723 | +1,553 | New | Q4 2025 | Feb 05, 2026 |
| Fortitude Advisory Group L.L.C. | History | Reduced | 1,551 | 400 | 0.17% | 0.24% | 1722 | -214 | -12.12% | Q4 2025 | Feb 13, 2026 |
| EagleClaw Capital Managment, LLC | History | No change | 1,550 | 399 | 0.06% | 0.06% | 1724 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Shepherd Financial Partners LLC | History | No change | 1,548 | 399 | 0.04% | 0.04% | 1725 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| TMB Capital Partners, LLC | History | New | 1,541 | 397 | 0.14% | — | 1726 | +1,541 | New | Q4 2025 | Feb 19, 2026 |
| B & T Capital Management DBA Alpha Capital Management | History | Reduced | 1,532 | 395 | 0.06% | 0.08% | 1728 | -377 | -19.75% | Q4 2025 | Feb 13, 2026 |
| PROFFITT & GOODSON INC | History | Reduced | 1,534 | 395 | 0.06% | 0.06% | 1727 | -142 | -8.47% | Q4 2025 | Jan 27, 2026 |
| Crescent Grove Advisors, LLC | History | No change | 1,532 | 395 | 0.04% | 0.04% | 1729 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| CORA CAPITAL ADVISORS LLC | History | No change | 1,534 | 395 | 0.15% | 0.17% | 1730 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Hardin Capital Partners, LLC | History | Added to | 1,530 | 394 | 0.19% | 0.21% | 1731 | +3 | 0.2% | Q4 2025 | Jan 09, 2026 |
| Keener Financial Planning LLC | History | Added to | 1,523 | 392 | 0.17% | 0.18% | 1733 | +8 | 0.53% | Q4 2025 | Jan 23, 2026 |
| Eagle Bay Advisors LLC | History | No change | 1,520 | 392 | 0.29% | 0.3% | 1732 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Foundry Financial LLC | History | New | 1,519 | 391 | 0.21% | — | 1735 | +1,519 | New | Q4 2025 | Feb 17, 2026 |
| Values Added Financial LLC | History | Added to | 1,516 | 391 | 0.17% | 0.17% | 1734 | +50 | 3.41% | Q4 2025 | Jan 16, 2026 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | History | No change | 1,424 | 390 | 0.0% | 0.0% | 1736 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| DF DENT & CO INC | History | No change | 1,510 | 389 | 0.01% | 0.0% | 1737 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Darden Wealth Group Inc | History | No change | 1,510 | 389 | 0.19% | 0.2% | 1738 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Millstone Evans Group, LLC | History | Added to | 1,506 | 388 | 0.23% | 0.02% | 1740 | +1,389 | 1187.18% | Q4 2025 | Feb 02, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 1,508 | 388 | 0.05% | 0.05% | 1739 | +40 | 2.72% | Q4 2025 | Jan 21, 2026 |
| TruWealth Advisors, LLC | History | Added to | 1,504 | 387 | 0.02% | 0.02% | 1741 | +6 | 0.4% | Q4 2025 | Jan 07, 2026 |
| Clarity Retirement & Wealth, LLC | History | New | 1,499 | 386 | 0.34% | — | 1743 | +1,499 | New | Q4 2025 | Feb 11, 2026 |
| MEANS INVESTMENT CO., INC. | History | Added to | 1,500 | 386 | 0.03% | 0.03% | 1742 | +5 | 0.33% | Q4 2025 | Jan 26, 2026 |
| August Group Capital Ltd | History | New | 1,495 | 385 | 0.43% | — | 1745 | +1,495 | New | Q4 2025 | Feb 12, 2026 |
| MAIRS & POWER INC | History | Added to | 1,496 | 385 | 0.0% | 0.0% | 1744 | +202 | 15.61% | Q4 2025 | Feb 17, 2026 |
| Montis Financial, LLC | History | Reduced | 1,491 | 384 | 0.08% | 0.14% | 1746 | -954 | -39.02% | Q4 2025 | Feb 11, 2026 |
| Sharp Wealth Advisory, LLC | History | Added to | 1,486 | 383 | 0.19% | 0.13% | 1747 | +548 | 58.42% | Q4 2025 | Jan 16, 2026 |
| Nvest Financial, LLC | History | Reduced | 1,474 | 380 | 0.16% | 0.39% | 1749 | -1,231 | -45.51% | Q4 2025 | Feb 10, 2026 |
| Greenspring Advisors, LLC | History | Added to | 1,475 | 380 | 0.02% | 0.04% | 1750 | +580 | 64.8% | Q4 2025 | Feb 10, 2026 |
| WealthTrust Axiom LLC | History | No change | 1,475 | 380 | 0.1% | 0.1% | 1748 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Resolute Wealth Strategies, LLC | History | No change | 1,475 | 380 | 0.17% | 0.17% | 1751 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Value Investment Professionals, LLC | History | New | 1,473 | 379 | 0.4% | — | 1755 | +1,473 | New | Q4 2025 | Feb 11, 2026 |
| Beacon Capital Management, LLC | History | Added to | 1,471 | 379 | 0.06% | 0.05% | 1753 | +212 | 16.84% | Q4 2025 | Feb 13, 2026 |
| Somerset Group LLC | History | No change | 1,420 | 379 | 0.29% | 0.29% | 1752 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| LJI Wealth Management, LLC | History | No change | 1,469 | 379 | 0.06% | 0.07% | 1754 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Cedar Point Capital Partners, LLC | History | Reduced | 1,469 | 378 | 0.24% | 0.26% | 1758 | -122 | -7.67% | Q4 2025 | Feb 11, 2026 |
| Authentikos Wealth Advisory, LLC | History | Reduced | 1,468 | 378 | 0.25% | 0.25% | 1759 | -18 | -1.21% | Q4 2025 | Feb 06, 2026 |
| IAG Wealth Partners, LLC | History | Reduced | 1,469 | 378 | 0.04% | 0.05% | 1757 | -12 | -0.81% | Q4 2025 | Feb 10, 2026 |
| Great Diamond Partners, LLC | History | No change | 1,467 | 378 | 0.07% | 0.07% | 1756 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Breachway Investments LLC | History | New | 1,464 | 377 | 0.4% | — | 1761 | +1,464 | New | Q4 2025 | Jan 27, 2026 |
| CUTLER INVESTMENT COUNSEL LLC | History | No change | 1,465 | 377 | 0.04% | 0.04% | 1760 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Reduced | 1,458 | 375 | 0.03% | 0.03% | 1762 | -68 | -4.46% | Q4 2025 | Jan 08, 2026 |
| William Mack & Associates, Inc. | History | Added to | 1,440 | 371 | 0.17% | 0.17% | 1763 | +174 | 13.74% | Q4 2025 | Feb 09, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Reduced | 1,435 | 370 | 0.01% | 0.01% | 1764 | -667 | -31.73% | Q4 2025 | Jan 28, 2026 |
| Per Stirling Capital Management, LLC. | History | Reduced | 1,438 | 370 | 0.04% | 0.05% | 1765 | -209 | -12.69% | Q4 2025 | Feb 17, 2026 |
| Stonebridge Financial Group, LLC | History | Added to | 1,438 | 370 | 0.03% | 0.03% | 1766 | +37 | 2.64% | Q4 2025 | Jan 21, 2026 |
| Integrity Investment Advisors, LLC | History | New | 1,433 | 369 | 0.2% | — | 1768 | +1,433 | New | Q4 2025 | Feb 13, 2026 |
| WASHBURN CAPITAL MANAGEMENT, INC. | History | Added to | 1,434 | 369 | 0.2% | 0.19% | 1767 | +70 | 5.13% | Q4 2025 | Jan 22, 2026 |
| ZWJ INVESTMENT COUNSEL INC | History | Added to | 1,426 | 367 | 0.01% | 0.01% | 1769 | +80 | 5.94% | Q4 2025 | Jan 23, 2026 |
| Kaizen Financial Strategies | History | Added to | 1,425 | 367 | 0.16% | 0.16% | 1770 | +27 | 1.93% | Q4 2025 | Jan 21, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Reduced | 1,423 | 366 | 0.05% | 0.05% | 1771 | -51 | -3.46% | Q4 2025 | Jan 15, 2026 |
| ADAPT WEALTH ADVISORS, LLC | History | Reduced | 1,417 | 365 | 0.13% | 0.19% | 1773 | -596 | -29.61% | Q4 2025 | Feb 10, 2026 |
| Prospect Financial Services LLC | History | Reduced | 1,415 | 365 | 0.21% | 0.22% | 1772 | -60 | -4.07% | Q4 2025 | Feb 06, 2026 |
| Forza Wealth Management, LLC | History | No change | 1,410 | 363 | 0.13% | 0.14% | 1774 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Blue Zone Wealth Advisors, LLC | History | Added to | 1,406 | 362 | 0.07% | 0.05% | 1776 | +436 | 44.95% | Q4 2025 | Jan 21, 2026 |
| Dynasty Wealth Management, LLC | History | Reduced | 1,405 | 362 | 0.0% | 0.0% | 1775 | -26 | -1.82% | Q4 2025 | Feb 10, 2026 |
| Van Hulzen Asset Management, LLC | History | Added to | 1,402 | 361 | 0.03% | 0.02% | 1777 | +398 | 39.64% | Q4 2025 | Feb 06, 2026 |
| Aspect Partners, LLC | History | No change | 1,402 | 361 | 0.16% | 0.16% | 1778 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Aspen Capital Management, LLC | History | No change | 1,403 | 361 | 0.09% | 0.09% | 1779 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| John A. Wolfe & Associates, Inc. | History | New | 1,396 | 360 | 0.19% | — | 1781 | +1,396 | New | Q4 2025 | Mar 16, 2026 |
| Alliance Wealth Advisors, LLC | History | No change | 1,396 | 360 | 0.16% | 0.16% | 1780 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Clarkston Capital Partners, LLC | History | New | 1,392 | 359 | 0.01% | — | 1783 | +1,392 | New | Q4 2025 | Feb 13, 2026 |
| Courage Miller Partners, LLC | History | No change | 1,395 | 359 | 0.11% | 0.11% | 1782 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | Added to | 1,385 | 357 | 0.05% | 0.05% | 1784 | +68 | 5.16% | Q4 2025 | Jan 12, 2026 |
| Andina Capital Management, LLC | History | Added to | 1,380 | 355 | 0.21% | 0.16% | 1785 | +248 | 21.91% | Q4 2025 | Feb 12, 2026 |
| Disciplined Investors, L.L.C. | History | Added to | 1,377 | 355 | 0.23% | 0.25% | 1786 | +3 | 0.22% | Q4 2025 | Feb 10, 2026 |
| Sloy Dahl & Holst, LLC | History | Added to | 1,376 | 354 | 0.04% | 0.03% | 1787 | +427 | 44.99% | Q4 2025 | Feb 04, 2026 |
| TrueWealth Advisors, LLC | History | Reduced | 1,375 | 354 | 0.09% | 0.1% | 1789 | -64 | -4.45% | Q4 2025 | Jan 07, 2026 |
| Live Oak Private Wealth LLC | History | Reduced | 1,373 | 354 | 0.05% | 0.05% | 1788 | -16 | -1.15% | Q4 2025 | Jan 23, 2026 |
| Vantage Point Financial LLC | History | Added to | 1,373 | 354 | 0.13% | 0.13% | 1791 | +5 | 0.37% | Q4 2025 | Feb 02, 2026 |
| Clifford Group, LLC | History | No change | 1,374 | 354 | 0.27% | 0.27% | 1790 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Tempus Wealth Planning, LLC | History | Added to | 1,371 | 353 | 0.08% | 0.08% | 1792 | +4 | 0.29% | Q4 2025 | Jan 16, 2026 |
| Firestone Capital Management | History | Added to | 1,368 | 352 | 0.07% | 0.07% | 1793 | +9 | 0.66% | Q4 2025 | Feb 09, 2026 |
| Koss-Olinger Consulting, LLC | History | Added to | 1,366 | 352 | 0.03% | 0.03% | 1794 | +1 | 0.07% | Q4 2025 | Feb 10, 2026 |
| Integrity Advisory Solutions, LLC | History | Added to | 1,360 | 351 | 0.05% | 0.05% | 1798 | +123 | 9.94% | Q4 2025 | Feb 09, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Added to | 1,361 | 351 | 0.04% | 0.04% | 1795 | +10 | 0.74% | Q4 2025 | Jan 20, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 1,363 | 351 | 0.04% | 0.04% | 1796 | +10 | 0.74% | Q4 2025 | Jan 23, 2026 |
| Trademark Financial Management, LLC | History | Added to | 1,363 | 351 | 0.19% | 0.2% | 1797 | +6 | 0.44% | Q4 2025 | Jan 28, 2026 |
| Nicholas Wealth, LLC. | History | New | 1,356 | 349 | 0.24% | — | 1799 | +1,356 | New | Q4 2025 | Feb 17, 2026 |
| Essential Planning, LLC. | History | Reduced | 1,356 | 349 | 0.11% | 0.13% | 1800 | -150 | -9.96% | Q4 2025 | Jan 15, 2026 |
| ZynergyRetirementPlanningLLC | History | No change | 1,354 | 349 | 0.21% | 0.22% | 1801 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| LVW Advisors, LLC | History | Reduced | 1,351 | 348 | 0.04% | 0.04% | 1803 | -1 | -0.07% | Q4 2025 | Jan 14, 2026 |
| CLARK ESTATES INC/NY | History | No change | 1,350 | 348 | 0.08% | 0.08% | 1802 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Missouri Trust & Investment Co | History | No change | 1,344 | 346 | 0.1% | 0.1% | 1804 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD | History | New | 1,339 | 345 | 0.05% | — | 1806 | +1,339 | New | Q4 2025 | Feb 13, 2026 |
| Ground Swell Capital, LLC | History | New | 1,339 | 345 | 0.71% | — | 1807 | +1,339 | New | Q4 2025 | Feb 04, 2026 |
| HOWE & RUSLING INC | History | Added to | 1,340 | 345 | 0.02% | 0.01% | 1805 | +510 | 61.45% | Q4 2025 | Feb 17, 2026 |
| WPG Advisers, LLC | History | Reduced | 1,340 | 345 | 0.26% | 0.3% | 1809 | -166 | -11.02% | Q4 2025 | Jan 28, 2026 |
| Harbor Asset Planning, Inc. | History | Reduced | 1,337 | 345 | 0.29% | 0.32% | 1810 | -95 | -6.63% | Q4 2025 | Jan 26, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | No change | 1,340 | 345 | 0.04% | 0.04% | 1808 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| LAWOOD & CO | History | New | 1,331 | 343 | 0.32% | — | 1812 | +1,331 | New | Q4 2025 | Feb 05, 2026 |
| XY Planning Network, Inc. | History | New | 1,330 | 343 | 0.06% | — | 1811 | +1,330 | New | Q4 2025 | Jan 26, 2026 |
| Convergence Financial, LLC | History | Reduced | 1,324 | 341 | 0.05% | 0.06% | 1815 | -324 | -19.66% | Q4 2025 | Feb 11, 2026 |
| Selective Wealth Management, Inc. | History | Added to | 1,237 | 341 | 0.11% | 0.08% | 1813 | +210 | 20.45% | Q4 2025 | Jan 16, 2026 |
| SilverOak Wealth Management LLC | History | No change | 1,323 | 341 | 0.05% | 0.06% | 1814 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Added to | 1,321 | 340 | 0.05% | 0.06% | 1817 | +4 | 0.3% | Q4 2025 | Feb 17, 2026 |
| Flower City Capital | History | No change | 1,318 | 340 | 0.17% | 0.18% | 1816 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Allen Investment Management, LLC | History | New | 1,315 | 339 | 0.0% | — | 1818 | +1,315 | New | Q4 2025 | Feb 10, 2026 |
| Tyche Wealth Partners LLC | History | Reduced | 1,314 | 339 | 0.05% | 0.07% | 1819 | -251 | -16.04% | Q4 2025 | Jan 23, 2026 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | History | Reduced | 1,311 | 338 | 0.04% | 0.04% | 1821 | -16 | -1.21% | Q4 2025 | Feb 10, 2026 |
| HANCOCK WHITNEY CORP | History | No change | 1,314 | 338 | 0.01% | 0.01% | 1820 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Clarius Group, LLC | History | Reduced | 1,309 | 337 | 0.02% | 0.02% | 1822 | -173 | -11.67% | Q4 2025 | Jan 14, 2026 |
| DAVIDSON TRUST CO | History | New | 1,301 | 335 | 0.14% | — | 1823 | +1,301 | New | Q4 2025 | Jan 27, 2026 |
| Resonant Capital Advisors, LLC | History | No change | 1,302 | 335 | 0.02% | 0.02% | 1824 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Premier Path Wealth Partners, LLC | History | New | 1,296 | 334 | 0.04% | — | 1825 | +1,296 | New | Q4 2025 | Jan 22, 2026 |
| FOSTER DYKEMA CABOT & PARTNERS, LLC | History | Reduced | 1,295 | 334 | 0.02% | 0.03% | 1826 | -290 | -18.3% | Q4 2025 | Feb 12, 2026 |
| Grey Ledge Advisors, LLC | History | Added to | 1,294 | 333 | 0.08% | 0.07% | 1827 | +1 | 0.08% | Q4 2025 | Feb 05, 2026 |
| O'Brien Wealth Partners LLC | History | New | 1,291 | 332 | 0.04% | — | 1829 | +1,291 | New | Q4 2025 | Jan 22, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 1,291 | 332 | 0.11% | 0.11% | 1828 | +103 | 8.67% | Q4 2025 | Feb 10, 2026 |
| Aspiring Ventures, LLC | History | Added to | 1,285 | 331 | 0.11% | 0.1% | 1831 | +127 | 10.97% | Q4 2025 | Jan 27, 2026 |
| L. Roy Papp & Associates, LLP | History | Added to | 1,287 | 331 | 0.04% | 0.04% | 1830 | +27 | 2.14% | Q4 2025 | Jan 28, 2026 |
| Traction Financial Partners, LLC | History | No change | 1,276 | 329 | 0.2% | 0.2% | 1832 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Smith Thornton Advisors LLC | History | No change | 1,276 | 329 | 0.17% | 0.17% | 1833 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| New Republic Capital, LLC | History | Added to | 1,275 | 328 | 0.09% | 0.02% | 1836 | +1,001 | 365.33% | Q4 2025 | Feb 10, 2026 |
| LONDON CO OF VIRGINIA | History | Added to | 1,275 | 328 | 0.0% | 0.0% | 1834 | +989 | 345.8% | Q4 2025 | Feb 17, 2026 |
| ProVise Management Group, LLC | History | Reduced | 1,275 | 328 | 0.02% | 0.03% | 1835 | -73 | -5.42% | Q4 2025 | Jan 29, 2026 |
| Cloud Capital Management, LLC | History | Added to | 1,273 | 328 | 0.15% | 0.17% | 1837 | +13 | 1.03% | Q4 2025 | Feb 12, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 1,270 | 327 | 0.0% | 4.23% | 1838 | -2,316 | -64.58% | Q4 2025 | Feb 17, 2026 |
| Opal Wealth Advisors, LLC | History | Added to | 1,266 | 326 | 0.09% | 0.09% | 1840 | +41 | 3.35% | Q4 2025 | Jan 26, 2026 |
| KWB Wealth | History | No change | 1,267 | 326 | 0.03% | 0.03% | 1839 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Santori & Peters, Inc. | History | Reduced | 1,259 | 324 | 0.11% | 0.12% | 1841 | -27 | -2.1% | Q4 2025 | Jan 15, 2026 |
| Granite Bay Wealth Management, LLC | History | New | 1,254 | 323 | 0.08% | — | 1843 | +1,254 | New | Q4 2025 | Feb 05, 2026 |
| Windward Private Wealth Management Inc. | History | Reduced | 1,254 | 323 | 0.11% | 0.11% | 1842 | -57 | -4.35% | Q4 2025 | Feb 02, 2026 |
| Elmwood Wealth Management, Inc. | History | Added to | 1,251 | 322 | 0.1% | 0.09% | 1844 | +200 | 19.03% | Q4 2025 | Jan 08, 2026 |
| DecisionMap Wealth Management, LLC | History | Reduced | 1,245 | 321 | 0.2% | 0.21% | 1845 | -23 | -1.81% | Q4 2025 | Jan 07, 2026 |
| Foundation Wealth Management, LLC\PA | History | No change | 1,245 | 321 | 0.12% | 0.12% | 1846 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 1,243 | 320 | 0.03% | 0.02% | 1847 | +405 | 48.33% | Q4 2025 | Feb 13, 2026 |
| Impact Capital Partners LLC | History | Reduced | 1,241 | 320 | 0.09% | 0.1% | 1848 | -10 | -0.8% | Q4 2025 | Jan 07, 2026 |
| DV Trading LLC | History | New | 1,240 | 319 | 0.01% | — | 1849 | +1,240 | New | Q4 2025 | Feb 17, 2026 |
| Register Financial Advisors LLC | History | Added to | 1,240 | 319 | 0.12% | 0.1% | 1851 | +275 | 28.5% | Q4 2025 | Jan 21, 2026 |
| Olistico Wealth, LLC | History | Reduced | 1,239 | 319 | 0.16% | 0.18% | 1852 | -94 | -7.05% | Q4 2025 | Jan 13, 2026 |
| Oak Harvest Investment Services | History | Reduced | 1,240 | 319 | 0.03% | 0.04% | 1850 | -7 | -0.56% | Q4 2025 | Jan 27, 2026 |
| Forum Private Client Group LLC | History | Reduced | 1,235 | 318 | 0.11% | 0.12% | 1853 | -93 | -7.0% | Q4 2025 | Feb 06, 2026 |
| Painted Porch Advisors LLC | History | New | 1,228 | 316 | 0.13% | — | 1854 | +1,228 | New | Q4 2025 | Mar 19, 2026 |
| Shade Tree Advisors LLC | History | Added to | 1,223 | 315 | 0.24% | 0.24% | 1856 | +108 | 9.69% | Q4 2025 | Feb 04, 2026 |
| Redwood Financial Network Corp | History | Reduced | 1,223 | 315 | 0.2% | 0.2% | 1857 | -48 | -3.78% | Q4 2025 | Feb 10, 2026 |
| WULFF, HANSEN & CO. | History | Reduced | 1,225 | 315 | 0.26% | 0.27% | 1855 | -10 | -0.81% | Q4 2025 | Feb 03, 2026 |
| Penn Capital Management Company, LLC | History | New | 1,221 | 314 | 0.03% | — | 1858 | +1,221 | New | Q4 2025 | Feb 09, 2026 |
| Walleye Partners, LLC | History | New | 1,220 | 314 | 0.35% | — | 1860 | +1,220 | New | Q4 2025 | Jan 28, 2026 |
| GatePass Capital, LLC | History | Added to | 1,221 | 314 | 0.16% | 0.17% | 1861 | +38 | 3.21% | Q4 2025 | Feb 09, 2026 |
| Gilbert & Cook, Inc. | History | Reduced | 1,218 | 314 | 0.04% | 0.04% | 1859 | -7 | -0.57% | Q4 2025 | Jan 07, 2026 |
| Summit Global Investments | History | Reduced | 1,212 | 313 | 0.02% | 0.02% | 1862 | -12 | -0.98% | Q4 2025 | Feb 18, 2026 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | History | No change | 1,212 | 312 | 0.1% | 0.11% | 1863 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Shared Vision Wealth Group LLC | History | No change | 1,141 | 312 | 0.13% | 0.12% | 1864 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| MBA Advisors LLC | History | Added to | 1,207 | 311 | 0.13% | 0.13% | 1865 | +3 | 0.25% | Q4 2025 | Jan 21, 2026 |
| Elevation Wealth Management LLC | History | New | 1,202 | 310 | 0.3% | — | 1867 | +1,202 | New | Q4 2025 | Feb 12, 2026 |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | History | No change | 1,203 | 310 | 0.02% | 0.02% | 1866 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Integris Wealth Management, LLC | History | New | 1,198 | 308 | 0.07% | — | 1868 | +1,198 | New | Q4 2025 | Jan 21, 2026 |
| Portland Financial Advisors Inc | History | Reduced | 1,195 | 308 | 0.65% | 0.66% | 1869 | -24 | -1.97% | Q4 2025 | Feb 06, 2026 |
| Cypress Capital Group | History | New | 1,193 | 307 | 0.03% | — | 1871 | +1,193 | New | Q4 2025 | Feb 11, 2026 |
| Reflection Asset Management | History | New | 1,163 | 307 | 0.22% | — | 1872 | +1,163 | New | Q4 2025 | Mar 02, 2026 |
| Destination Wealth Management | History | Reduced | 1,194 | 307 | 0.01% | 0.01% | 1870 | -536 | -30.98% | Q4 2025 | Feb 13, 2026 |
| Prosperitas Financial LLC | History | Reduced | 1,190 | 306 | 0.12% | 0.14% | 1873 | -185 | -13.45% | Q4 2025 | Feb 04, 2026 |
| Gratus Wealth Advisors, LLC | History | Reduced | 1,189 | 306 | 0.04% | 0.04% | 1874 | -51 | -4.11% | Q4 2025 | Feb 04, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Reduced | 1,183 | 305 | 0.02% | 0.03% | 1877 | -586 | -33.13% | Q4 2025 | Feb 12, 2026 |
| Forum Financial Management, LP | History | Reduced | 1,184 | 305 | 0.0% | 0.0% | 1876 | -25 | -2.07% | Q4 2025 | Jan 27, 2026 |
| Clear Harbor Asset Management, LLC | History | No change | 1,185 | 305 | 0.02% | 0.02% | 1875 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| MainStreet Investment Advisors LLC | History | Reduced | 1,180 | 304 | 0.04% | 0.04% | 1878 | -15 | -1.26% | Q4 2025 | Feb 10, 2026 |
| Gateway Wealth Partners, LLC | History | New | 1,171 | 302 | 0.03% | — | 1880 | +1,171 | New | Q4 2025 | Feb 11, 2026 |
| Advance Capital Management, Inc. | History | Reduced | 1,172 | 302 | 0.01% | 0.02% | 1879 | -359 | -23.45% | Q4 2025 | Jan 06, 2026 |
| RESOURCES MANAGEMENT CORP /CT/ /ADV | History | Reduced | 1,165 | 301 | 0.04% | 0.04% | 1881 | -63 | -5.13% | Q4 2025 | Feb 13, 2026 |
| Foster Victor Wealth Advisors, LLC | History | Added to | 1,094 | 301 | 0.02% | 0.02% | 1883 | +1 | 0.09% | Q4 2025 | Jan 26, 2026 |
| Alpha Financial Advisors, LLC | History | Added to | 1,168 | 301 | 0.09% | 0.1% | 1885 | +1 | 0.09% | Q4 2025 | Jan 20, 2026 |
| Shakespeare Wealth Management, LLC | History | No change | 1,169 | 301 | 0.07% | 0.07% | 1882 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| First Pacific Financial | History | No change | 1,168 | 301 | 0.04% | 0.04% | 1884 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| EnRich Financial Partners LLC | History | Added to | 1,163 | 300 | 0.08% | 0.08% | 1886 | +4 | 0.35% | Q4 2025 | Jan 28, 2026 |
| GDS Wealth Management | History | Reduced | 1,163 | 299 | 0.02% | 0.02% | 1887 | -84 | -6.74% | Q4 2025 | Feb 02, 2026 |
| Davis Investment Partners, LLC | History | Added to | 1,145 | 299 | 0.1% | 0.1% | 1888 | +3 | 0.26% | Q4 2025 | Jan 06, 2026 |
| SIT INVESTMENT ASSOCIATES INC | History | No change | 1,154 | 298 | 0.37% | 0.01% | 1889 | 0 | 0.0% | Q4 2025 | Feb 25, 2026 |
| Carter Financial Group, INC. | History | Added to | 1,153 | 297 | 0.18% | 0.18% | 1890 | +7 | 0.61% | Q4 2025 | Feb 13, 2026 |
| Soundwatch Capital LLC | History | New | 1,148 | 296 | 0.05% | — | 1894 | +1,148 | New | Q4 2025 | Feb 10, 2026 |
| IMA Advisory Services, Inc. | History | Added to | 1,148 | 296 | 0.03% | 0.03% | 1893 | +10 | 0.88% | Q4 2025 | Feb 11, 2026 |
| MATRIX ASSET ADVISORS INC/NY | History | Added to | 1,148 | 296 | 0.03% | 0.03% | 1891 | +1 | 0.09% | Q4 2025 | Jan 16, 2026 |
| Atlas Brown,Inc. | History | No change | 1,150 | 296 | 0.09% | 0.09% | 1892 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Hidden Cove Wealth Management, LLC | History | No change | 1,148 | 296 | 0.19% | 0.19% | 1895 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Bogart Wealth, LLC | History | Reduced | 1,143 | 294 | 0.01% | 0.01% | 1896 | -141 | -10.98% | Q4 2025 | Jan 30, 2026 |
| Atlatl Advisers LLC | History | No change | 1,140 | 294 | 0.11% | 0.11% | 1897 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 1,133 | 292 | 0.01% | 0.01% | 1898 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Indiana Trust & Investment Management Co | History | Reduced | 1,130 | 291 | 0.09% | 0.09% | 1899 | -40 | -3.42% | Q4 2025 | Jan 21, 2026 |
| NOESIS CAPITAL MANGEMENT CORP | History | Added to | 1,126 | 290 | 0.04% | 0.04% | 1900 | +81 | 7.75% | Q4 2025 | Feb 05, 2026 |
| NORTHCAPE WEALTH MANAGEMENT, LLC | History | Added to | 1,126 | 290 | 0.08% | 0.08% | 1901 | +3 | 0.27% | Q4 2025 | Jan 22, 2026 |
| Silver Coast Investments LLC | History | Reduced | 1,118 | 288 | 0.1% | 0.1% | 1903 | -57 | -4.85% | Q4 2025 | Jan 27, 2026 |
| Bensler, LLC | History | Reduced | 1,119 | 288 | 0.03% | 0.03% | 1902 | -6 | -0.53% | Q4 2025 | Feb 04, 2026 |
| Buttonwood Financial Advisors Inc. | History | Reduced | 1,109 | 286 | 0.1% | 0.1% | 1905 | -14 | -1.25% | Q4 2025 | Feb 04, 2026 |
| SlateStone Wealth, LLC | History | No change | 1,107 | 286 | 0.02% | 0.02% | 1904 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC | History | No change | 1,110 | 286 | 0.19% | 0.19% | 1906 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Accretive Wealth Partners, LLC | History | New | 1,107 | 285 | 0.08% | — | 1907 | +1,107 | New | Q4 2025 | Jan 28, 2026 |
| Osprey Private Wealth LLC | History | Added to | 1,108 | 285 | 0.08% | 0.08% | 1908 | +250 | 29.14% | Q4 2025 | Feb 04, 2026 |
| Avalon Trust Co | History | No change | 1,100 | 283 | 0.02% | 0.02% | 1909 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Serenus Wealth Advisors, LLC | History | No change | 1,100 | 283 | 0.05% | 0.05% | 1910 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 1,092 | 281 | 0.02% | 0.02% | 1911 | +100 | 10.08% | Q4 2025 | Feb 04, 2026 |
| OARSMAN CAPITAL, INC. | History | Added to | 1,090 | 281 | 0.04% | 0.04% | 1913 | +46 | 4.41% | Q4 2025 | Feb 13, 2026 |
| FARMERS TRUST CO | History | No change | 1,092 | 281 | 0.05% | 0.05% | 1912 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| GATEWAY INVESTMENT ADVISERS LLC | History | New | 1,088 | 280 | 0.0% | — | 1914 | +1,088 | New | Q4 2025 | Feb 03, 2026 |
| Cornerstone Advisory, LLC | History | No change | 1,087 | 280 | 0.03% | 0.03% | 1915 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | Added to | 1,085 | 279 | 0.02% | 0.02% | 1916 | +42 | 4.03% | Q4 2025 | Feb 09, 2026 |
| Strategic Financial Concepts, LLC | History | Reduced | 1,080 | 278 | 0.25% | 0.15% | 1917 | -2,851 | -72.53% | Q4 2025 | Feb 09, 2026 |
| BOSTON FAMILY OFFICE LLC | History | Reduced | 1,070 | 276 | 0.02% | 0.02% | 1918 | -29 | -2.64% | Q4 2025 | Feb 13, 2026 |
| Stokes Family Office, LLC | History | Added to | 1,072 | 276 | 0.03% | 0.03% | 1919 | +15 | 1.42% | Q4 2025 | Feb 18, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | Added to | 1,070 | 275 | 0.19% | 0.2% | 1921 | +1 | 0.09% | Q4 2025 | Jan 27, 2026 |
| MARCO INVESTMENT MANAGEMENT LLC | History | No change | 1,067 | 275 | 0.02% | 0.02% | 1920 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Advantage Trust Co | History | Reduced | 1,065 | 274 | 0.12% | 0.16% | 1925 | -370 | -25.78% | Q4 2025 | Jan 29, 2026 |
| Carmel Capital Partners, LLC | History | Reduced | 1,065 | 274 | 0.1% | 0.12% | 1923 | -14 | -1.3% | Q4 2025 | Jan 29, 2026 |
| Detalus Advisors, LLC | History | Added to | 1,063 | 274 | 0.07% | 0.07% | 1922 | +2 | 0.19% | Q4 2025 | Feb 03, 2026 |
| BKM Wealth Management, LLC | History | No change | 1,063 | 274 | 0.1% | 0.1% | 1924 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Womack Financial LLC | History | No change | 1,057 | 272 | 0.2% | 0.2% | 1926 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Foster Group, Inc. | History | Added to | 1,053 | 271 | 0.01% | 0.01% | 1928 | +144 | 15.84% | Q4 2025 | Jan 12, 2026 |
| HOLDERNESS INVESTMENTS CO | History | Added to | 1,053 | 271 | 0.06% | 0.05% | 1927 | +50 | 4.99% | Q4 2025 | Feb 10, 2026 |
| SOUTHERN CAPITAL ADVISORS, LLC | History | Added to | 1,051 | 271 | 0.13% | 0.12% | 1929 | +9 | 0.86% | Q4 2025 | Jan 28, 2026 |
| Blue Edge Capital, LLC | History | Added to | 1,047 | 270 | 0.04% | 0.03% | 1930 | +199 | 23.47% | Q4 2025 | Feb 12, 2026 |
| Sentry LLC | History | No change | 1,048 | 270 | 0.07% | 0.07% | 1931 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| MCDONALD PARTNERS LLC | History | Reduced | 1,044 | 269 | 0.08% | 0.09% | 1932 | -196 | -15.81% | Q4 2025 | Feb 02, 2026 |
| Wills Financial Group LLC | History | No change | 1,046 | 269 | 0.1% | 0.11% | 1933 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| GHP Investment Advisors, Inc. | History | Reduced | 1,041 | 268 | 0.01% | 0.01% | 1934 | -71 | -6.38% | Q4 2025 | Jan 27, 2026 |
| MOODY NATIONAL BANK TRUST DIVISION | History | No change | 1,036 | 267 | 0.03% | 0.02% | 1935 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| TOBIAS FINANCIAL ADVISORS, INC. | History | No change | 1,039 | 267 | 0.04% | 0.04% | 1936 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SIMS INVESTMENT MANAGEMENT, LLC | History | Reduced | 1,033 | 266 | 0.09% | 0.1% | 1937 | -53 | -4.88% | Q4 2025 | Jan 16, 2026 |
| Valley Financial Group, Inc. | History | Reduced | 1,029 | 265 | 0.15% | 0.21% | 1938 | -458 | -30.8% | Q4 2025 | Feb 18, 2026 |
| Fourth Dimension Wealth, LLC | History | Reduced | 1,030 | 265 | 0.1% | 0.1% | 1939 | -51 | -4.72% | Q4 2025 | Feb 04, 2026 |
| Old Peak Finance LLC | History | New | 1,027 | 264 | 0.16% | — | 1941 | +1,027 | New | Q4 2025 | Feb 10, 2026 |
| PRIVATE MANAGEMENT GROUP INC | History | Added to | 1,024 | 264 | 0.01% | 0.01% | 1940 | +51 | 5.24% | Q4 2025 | Feb 12, 2026 |
| FLC Capital Advisors | History | Added to | 1,021 | 263 | 0.05% | 0.04% | 1943 | +136 | 15.37% | Q4 2025 | Feb 11, 2026 |
| GWN SECURITIES INC. | History | Added to | 1,021 | 263 | 0.05% | 0.06% | 1942 | +39 | 3.97% | Q4 2025 | Feb 11, 2026 |
| Cornell Pochily Investment Advisors, Inc. | History | Added to | 1,019 | 262 | 0.08% | 0.07% | 1944 | +139 | 15.8% | Q4 2025 | Jan 20, 2026 |
| VERITY Wealth Advisors | History | No change | 1,015 | 261 | 0.16% | 0.16% | 1945 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Optivise Advisory Services LLC | History | Added to | 1,008 | 260 | 0.15% | 0.15% | 1946 | +6 | 0.6% | Q4 2025 | Jan 12, 2026 |
| Legacy Trust | History | No change | 1,001 | 258 | 0.05% | 0.05% | 1947 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | New | 1,000 | 257 | 0.0% | — | 1948 | +1,000 | New | Q4 2025 | Feb 10, 2026 |
| First Growth Capital LLC | History | New | 926 | 257 | 0.23% | — | 1949 | +926 | New | Q4 2025 | Feb 19, 2026 |
| Kane Co Wealth Management, Inc. | History | New | 989 | 255 | 0.22% | — | 1953 | +989 | New | Q4 2025 | Feb 05, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Added to | 989 | 255 | 0.01% | 0.01% | 1951 | +53 | 5.66% | Q4 2025 | Jan 15, 2026 |
| CAP Partners, LLC | History | Reduced | 992 | 255 | 0.14% | 0.14% | 1952 | -12 | -1.2% | Q4 2025 | Feb 04, 2026 |
| Aull & Monroe Investment Management Corp | History | No change | 989 | 255 | 0.13% | 0.13% | 1950 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| MASECO LLP | History | New | 987 | 254 | 0.01% | — | 1956 | +987 | New | Q4 2025 | Jan 22, 2026 |
| Csenge Advisory Group | History | Reduced | 987 | 254 | 0.01% | 0.02% | 1954 | -690 | -41.14% | Q4 2025 | Feb 06, 2026 |
| STEINBERGANNA WEALTH MANAGEMENT | History | Added to | 985 | 254 | 0.12% | 0.11% | 1957 | +71 | 7.77% | Q4 2025 | Jan 26, 2026 |
| Impact Partnership Wealth, LLC | History | Added to | 987 | 254 | 0.03% | 0.04% | 1955 | +14 | 1.44% | Q4 2025 | Feb 10, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | New | 984 | 253 | 0.02% | — | 1960 | +984 | New | Q4 2025 | Jan 28, 2026 |
| Walker Financial Services, Inc. | History | Reduced | 983 | 253 | 0.09% | 0.1% | 1959 | -15 | -1.5% | Q4 2025 | Jan 28, 2026 |
| Aviance Capital Partners, LLC | History | No change | 984 | 253 | 0.03% | 0.03% | 1958 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| NorthLanding Financial Partners, LLC | History | Reduced | 977 | 252 | 0.2% | 0.23% | 1961 | -107 | -9.87% | Q4 2025 | Jan 26, 2026 |
| STEEL GROVE CAPITAL ADVISORS, LLC | History | Reduced | 977 | 251 | 0.03% | 0.06% | 1962 | -1,129 | -53.61% | Q4 2025 | Feb 09, 2026 |
| Austin Private Wealth, LLC | History | Added to | 974 | 251 | 0.02% | 0.02% | 1963 | +30 | 3.18% | Q4 2025 | Jan 20, 2026 |
| Lexington Hill Partners, LLC | History | New | 972 | 250 | 0.19% | — | 1967 | +972 | New | Q4 2025 | Feb 19, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | New | 971 | 250 | 0.04% | — | 1964 | +971 | New | Q4 2025 | Feb 18, 2026 |
| Crumly & Associates Inc. | History | No change | 970 | 250 | 0.05% | 0.05% | 1965 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| BLALOCK WILLIAMS, LLC | History | No change | 972 | 250 | 0.2% | 0.22% | 1966 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| MCF Advisors LLC | History | Added to | 968 | 249 | 0.01% | 0.01% | 1968 | +80 | 9.01% | Q4 2025 | Feb 11, 2026 |
| Glen Eagle Advisors, LLC | History | Reduced | 962 | 248 | 0.03% | 0.04% | 1970 | -50 | -4.94% | Q4 2025 | Feb 13, 2026 |
| Partnership Wealth Management, LLC | History | Added to | 962 | 248 | 0.18% | 0.19% | 1969 | +3 | 0.31% | Q4 2025 | Jan 09, 2026 |
| Alliance Private Wealth, LLC | History | New | 910 | 247 | 0.09% | — | 1972 | +910 | New | Q4 2025 | Feb 13, 2026 |
| Everstar Asset Management, LLC | History | No change | 960 | 247 | 0.13% | 0.14% | 1971 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| WLTH Capital Management, LLC | History | New | 893 | 246 | 0.19% | — | 1973 | +893 | New | Q4 2025 | Feb 24, 2026 |
| Global Trust Wealth Management LLC | History | New | 949 | 244 | 0.18% | — | 1974 | +949 | New | Q4 2025 | Jan 28, 2026 |
| Pasadena Private Wealth, LLC | History | Reduced | 946 | 243 | 0.03% | 0.04% | 1975 | -246 | -20.64% | Q4 2025 | Feb 10, 2026 |
| M1 Capital Management LLC | History | No change | 945 | 243 | 0.1% | 0.1% | 1976 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| DRAVO BAY LLC | History | Reduced | 940 | 242 | 0.1% | 0.11% | 1977 | -12 | -1.26% | Q4 2025 | Jan 27, 2026 |
| NOVUS ADVISORS, LLC | History | Reduced | 941 | 242 | 0.54% | 0.55% | 1978 | -1 | -0.11% | Q4 2025 | Feb 13, 2026 |
| PARTNERS WEALTH MANAGEMENT, LLC | History | Reduced | 936 | 241 | 0.25% | 0.25% | 1981 | -80 | -7.87% | Q4 2025 | Jan 20, 2026 |
| YHB Investment Advisors, Inc. | History | No change | 937 | 241 | 0.02% | 0.02% | 1979 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| AF Advisors, Inc. | History | No change | 936 | 241 | 0.09% | 0.1% | 1980 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| AAF Wealth Management, LLC | History | New | 934 | 240 | 0.1% | — | 1984 | +934 | New | Q4 2025 | Feb 06, 2026 |
| NORTHLAND SECURITIES, INC. | History | New | 933 | 240 | 0.23% | — | 1982 | +933 | New | Q4 2025 | Jan 23, 2026 |
| Sterling Investment Advisors, Ltd. | History | New | 933 | 240 | 0.04% | — | 1983 | +933 | New | Q4 2025 | Feb 09, 2026 |
| OPTIMA CAPITAL LLC | History | Reduced | 934 | 240 | 0.1% | 0.13% | 1986 | -109 | -10.45% | Q4 2025 | Jan 23, 2026 |
| RoundAngle Advisors LLC | History | Reduced | 934 | 240 | 0.17% | 0.19% | 1985 | -20 | -2.1% | Q4 2025 | Jan 12, 2026 |
| BECK MACK & OLIVER LLC | History | No change | 930 | 239 | 0.0% | 0.0% | 1987 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Matisse Capital | History | No change | 928 | 239 | 0.11% | 0.11% | 1988 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| JTC Employer Solutions Trustee Ltd | History | No change | 925 | 239 | 0.02% | 0.02% | 1989 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Prospect Financial Group LLC | History | No change | 927 | 239 | 0.22% | 0.23% | 1990 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| United Community Bank | History | Added to | 924 | 238 | 0.09% | 0.01% | 1994 | +784 | 560.0% | Q4 2025 | Jan 30, 2026 |
| ENTREWEALTH, LLC | History | Reduced | 861 | 238 | 0.11% | 0.15% | 1996 | -272 | -24.01% | Q4 2025 | Feb 13, 2026 |
| SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ | History | Reduced | 923 | 238 | 0.15% | 0.15% | 1991 | -13 | -1.39% | Q4 2025 | Feb 13, 2026 |
| Anson Capital, Inc. | History | No change | 923 | 238 | 0.17% | 0.18% | 1992 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Carson Advisory Inc. | History | No change | 926 | 238 | 0.12% | 0.13% | 1993 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Stonebrook Private Inc. | History | No change | 926 | 238 | 0.05% | 0.05% | 1995 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| CHERRYDALE WEALTH MANAGEMENT, LLC | History | Reduced | 921 | 237 | 0.07% | 0.41% | 1998 | -4,191 | -81.98% | Q4 2025 | Jan 13, 2026 |
| American State Bank (Iowa) | History | New | 921 | 237 | 0.11% | — | 2000 | +921 | New | Q4 2025 | Apr 14, 2026 |
| Approach Retirement Advisors, LLC | History | New | 920 | 237 | 0.2% | — | 1999 | +920 | New | Q4 2025 | Jan 29, 2026 |
| Collaborative Wealth Managment Inc. | History | New | 919 | 237 | 0.08% | — | 1997 | +919 | New | Q4 2025 | Feb 09, 2026 |