VANGUARD INDEX FUNDS - VBR
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Added to | 15,999,348 | 3,388,501 | 0.25% | 0.22% | 1 | +560,544 | 3.63% | Q4 2025 | Feb 17, 2026 |
| ASSETMARK, INC | History | Added to | 4,379,433 | 927,520 | 1.89% | 1.91% | 2 | +113,412 | 2.66% | Q4 2025 | Jan 23, 2026 |
| MORGAN STANLEY | History | Reduced | 3,772,834 | 799,048 | 0.05% | 0.05% | 3 | -58,046 | -1.52% | Q4 2025 | Feb 13, 2026 |
| Betterment LLC | History | Reduced | 3,019,666 | 639,535 | 1.22% | 1.28% | 4 | -80,400 | -2.59% | Q4 2025 | Feb 12, 2026 |
| Align Financial, LLC | History | New | 459,936 | 459,936 | 0.27% | — | 5 | +459,936 | New | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 1,710,386 | 362,242 | 0.07% | 0.07% | 6 | -66,256 | -3.73% | Q4 2025 | Feb 13, 2026 |
| ASPIRIANT, LLC | History | Added to | 1,620,708 | 343,249 | 9.86% | 9.75% | 7 | +93,408 | 6.12% | Q4 2025 | Jan 20, 2026 |
| SEI INVESTMENTS CO | History | Added to | 1,492,797 | 316,163 | 0.31% | 0.33% | 8 | +40,536 | 2.79% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Added to | 1,438,715 | 304,705 | 0.08% | 0.09% | 9 | +8,609 | 0.6% | Q4 2025 | Feb 11, 2026 |
| UBS Group AG | History | Reduced | 1,391,151 | 294,631 | 0.05% | 0.05% | 10 | -57,980 | -4.0% | Q4 2025 | Jan 29, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 1,347,287 | 285,341 | 0.08% | 0.1% | 11 | -312,587 | -18.83% | Q4 2025 | Feb 10, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 1,236,013 | 261,775 | 0.5% | 0.52% | 12 | +11,525 | 0.94% | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | Added to | 1,133,246 | 240,010 | 0.26% | 0.26% | 13 | +62,346 | 5.82% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,054,552 | 223,343 | 0.07% | 0.06% | 14 | +103,253 | 10.85% | Q4 2025 | Feb 18, 2026 |
| Focus Partners Wealth | History | Added to | 849,534 | 179,914 | 0.21% | 0.19% | 15 | +297,074 | 53.77% | Q4 2025 | Feb 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 845,509 | 179,070 | 0.11% | 0.13% | 16 | -60,997 | -6.73% | Q4 2025 | Feb 17, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 825,195 | 174,768 | 0.1% | 0.1% | 17 | +1,369 | 0.17% | Q4 2025 | Feb 06, 2026 |
| Allworth Financial LP | History | New | 822,944 | 174,291 | 0.71% | — | 18 | +822,944 | New | Q4 2025 | Feb 05, 2026 |
| HighTower Advisors, LLC | History | Reduced | 811,935 | 171,959 | 0.19% | 0.19% | 19 | -3,263 | -0.4% | Q4 2025 | Feb 06, 2026 |
| CHOREO, LLC | History | Added to | 800,045 | 171,153 | 2.18% | 2.15% | 20 | +14,156 | 1.8% | Q4 2025 | Jan 23, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 748,345 | 158,492 | 0.01% | 0.01% | 21 | +21,114 | 2.9% | Q4 2025 | Feb 11, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 741,951 | 157,138 | 0.38% | 0.43% | 22 | -113,547 | -13.27% | Q4 2025 | Feb 11, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 713,304 | 151,057 | 0.03% | 0.03% | 23 | -13,365 | -1.84% | Q4 2025 | Feb 17, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 634,982 | 134,482 | 1.38% | 1.34% | 24 | -2,329 | -0.37% | Q4 2025 | Jan 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 609,009 | 129,168 | 0.19% | 0.26% | 25 | -276,445 | -31.22% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 585,914 | 124,090 | 0.17% | 0.16% | 26 | -3,472 | -0.59% | Q4 2025 | Feb 12, 2026 |
| Efficient Advisors, LLC | History | Reduced | 567,985 | 120,293 | 7.02% | 7.24% | 27 | -47,437 | -7.71% | Q4 2025 | Jan 21, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Added to | 496,724 | 105,201 | 1.15% | 1.15% | 28 | +12,873 | 2.66% | Q4 2025 | Feb 12, 2026 |
| ROYAL BANK OF CANADA | History | New | 486,145 | 102,960 | 0.02% | — | 29 | +486,145 | New | Q4 2025 | Feb 17, 2026 |
| Mill Creek Capital Advisors, LLC | History | Added to | 483,233 | 102,343 | 2.09% | 2.07% | 30 | +692 | 0.14% | Q4 2025 | Feb 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 474,832 | 100,564 | 0.18% | 0.18% | 31 | +23,206 | 5.14% | Q4 2025 | Mar 16, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 455,082 | 100,122 | 0.14% | 0.15% | 32 | -5,822 | -1.26% | Q4 2025 | Jan 08, 2026 |
| Mariner, LLC | History | Added to | 471,283 | 99,825 | 0.12% | 0.12% | 33 | +10,966 | 2.38% | Q4 2025 | Feb 13, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 468,700 | 99,265 | 0.75% | 0.75% | 34 | +19,316 | 4.3% | Q4 2025 | Feb 12, 2026 |
| Retirement Investment Advisors, Inc. | History | Added to | 393,715 | 83,384 | 6.72% | 6.7% | 35 | +7,668 | 1.99% | Q4 2025 | Jan 21, 2026 |
| JMG Financial Group, Ltd. | History | Reduced | 388,085 | 82,192 | 2.31% | 2.35% | 36 | -6,743 | -1.71% | Q4 2025 | Feb 10, 2026 |
| Retirement Systems of Alabama | History | No change | 382,480 | 81,005 | 0.26% | 0.27% | 37 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| STEPHENS GROUP ASSET MANAGEMENT, LLC | History | Added to | 381,201 | 80,734 | 5.39% | 5.32% | 38 | +2,676 | 0.71% | Q4 2025 | Jan 08, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 366,780 | 77,680 | 0.05% | 0.05% | 39 | -788 | -0.21% | Q4 2025 | Feb 10, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 357,653 | 75,751 | 0.07% | 0.06% | 40 | +18,250 | 5.38% | Q4 2025 | Feb 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 349,503 | 74,021 | 0.03% | 0.03% | 41 | +3 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 347,369 | 73,569 | 0.85% | 0.87% | 42 | -11,074 | -3.09% | Q4 2025 | Jan 21, 2026 |
| Corient Private Wealth LLC | History | Added to | 342,596 | 71,983 | 0.1% | 0.11% | 43 | +19,981 | 6.19% | Q4 2025 | Mar 09, 2026 |
| Mokosak Advisory Group, LLC | History | Added to | 323,418 | 68,500 | 17.19% | 16.91% | 44 | +13,692 | 4.42% | Q4 2025 | Feb 03, 2026 |
| Rodgers & Associates, LTD | History | Added to | 319,068 | 67,575 | 6.84% | 6.76% | 45 | +4,652 | 1.48% | Q4 2025 | Jan 22, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 316,670 | 67,067 | 0.01% | 0.01% | 46 | +198 | 0.06% | Q4 2025 | Mar 25, 2026 |
| Creative Planning | History | Added to | 312,049 | 66,088 | 0.05% | 0.05% | 47 | +4,833 | 1.57% | Q4 2025 | Feb 17, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 308,452 | 65,327 | 0.39% | 0.52% | 48 | -41,249 | -11.8% | Q4 2025 | Feb 17, 2026 |
| Cresset Asset Management, LLC | History | Added to | 308,069 | 65,245 | 0.27% | 0.27% | 49 | +10,646 | 3.58% | Q4 2025 | Feb 17, 2026 |
| 1832 Asset Management L.P. | History | Reduced | 301,566 | 63,868 | 0.05% | 0.05% | 50 | -990 | -0.33% | Q4 2025 | Feb 13, 2026 |
| Bragg Financial Advisors, Inc | History | Added to | 295,284 | 62,538 | 2.04% | 2.03% | 51 | +1,237 | 0.42% | Q4 2025 | Feb 13, 2026 |
| Mason Investment Advisory Services, Inc. | History | Added to | 285,194 | 60,401 | 2.87% | 2.93% | 52 | +3,710 | 1.32% | Q4 2025 | Feb 12, 2026 |
| Financial Advisory Corp | History | Added to | 284,736 | 60,304 | 8.77% | 8.69% | 53 | +1,978 | 0.7% | Q4 2025 | Jan 27, 2026 |
| Savant Capital, LLC | History | Reduced | 281,708 | 59,663 | 0.34% | 0.38% | 54 | -18,165 | -6.06% | Q4 2025 | Feb 10, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 267,844 | 56,726 | 0.71% | 0.71% | 55 | -553 | -0.21% | Q4 2025 | Feb 05, 2026 |
| Cerity Partners LLC | History | Added to | 266,186 | 56,376 | 0.08% | 0.09% | 56 | +10,552 | 4.13% | Q4 2025 | Feb 11, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Reduced | 263,467 | 55,799 | 1.76% | 1.82% | 57 | -4,189 | -1.57% | Q4 2025 | Jan 30, 2026 |
| WIT, LLC | History | No change | 250,167 | 52,982 | 1.06% | 1.18% | 58 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BAILARD, INC. | History | Added to | 249,231 | 52,784 | 1.17% | 1.12% | 59 | +1,390 | 0.56% | Q4 2025 | Feb 04, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 246,488 | 52,203 | 0.01% | 0.01% | 60 | -8,896 | -3.48% | Q4 2025 | Feb 13, 2026 |
| THOMPSON SIEGEL & WALMSLEY LLC | History | Added to | 239,847 | 50,797 | 0.85% | 0.81% | 61 | +631 | 0.26% | Q4 2025 | Feb 10, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 227,217 | 48,122 | 0.06% | 0.06% | 62 | +13,009 | 6.07% | Q4 2025 | Feb 02, 2026 |
| Zhang Financial LLC | History | Reduced | 226,870 | 48,048 | 1.79% | 2.0% | 63 | -9,337 | -3.95% | Q4 2025 | Feb 10, 2026 |
| Abacus Planning Group, Inc. | History | Added to | 215,550 | 45,651 | 6.08% | 6.13% | 64 | +2,757 | 1.3% | Q4 2025 | Jan 16, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 202,263 | 42,837 | 0.1% | 0.11% | 65 | -2,721 | -1.33% | Q4 2025 | Feb 13, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 197,999 | 41,934 | 0.33% | 0.39% | 66 | -161,467 | -44.92% | Q4 2025 | Feb 13, 2026 |
| Summit Financial, LLC | History | Added to | 196,321 | 41,578 | 0.61% | 0.62% | 67 | +2,066 | 1.06% | Q4 2025 | Feb 13, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 193,127 | 40,902 | 0.28% | 0.32% | 68 | -17,043 | -8.11% | Q4 2025 | Feb 17, 2026 |
| Opal Wealth Advisors, LLC | History | Added to | 192,768 | 40,826 | 10.65% | 10.91% | 69 | +4,947 | 2.63% | Q4 2025 | Jan 26, 2026 |
| Foster Group, Inc. | History | Reduced | 186,403 | 39,478 | 1.19% | 1.3% | 70 | -12,544 | -6.31% | Q4 2025 | Jan 12, 2026 |
| Comprehensive Financial Management LLC | History | No change | 184,376 | 39,049 | 1.18% | 1.07% | 71 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Strategies Wealth Advisors, LLC | History | Added to | 180,173 | 38,158 | 3.82% | 3.75% | 72 | +7,554 | 4.38% | Q4 2025 | Feb 13, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 177,635 | 37,621 | 0.15% | 0.14% | 73 | +34,828 | 24.39% | Q4 2025 | Feb 13, 2026 |
| CWM, LLC | History | Added to | 173,948 | 36,840 | 0.1% | 0.03% | 74 | +120,819 | 227.41% | Q4 2025 | Jan 26, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 168,373 | 35,659 | 0.19% | 0.16% | 75 | +15,549 | 10.17% | Q4 2025 | Jan 29, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 165,723 | 35,098 | 0.09% | 0.1% | 76 | -2,392 | -1.42% | Q4 2025 | Feb 05, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 162,435 | 34,402 | 0.05% | 0.06% | 77 | -8,095 | -4.75% | Q4 2025 | Feb 18, 2026 |
| Waldron Private Wealth LLC | History | Reduced | 162,374 | 34,389 | 1.36% | 1.41% | 78 | -3,784 | -2.28% | Q4 2025 | Jan 14, 2026 |
| SHUFRO ROSE & CO LLC | History | Added to | 160,599 | 34,013 | 2.3% | 0.66% | 79 | +117,329 | 271.16% | Q4 2025 | Feb 09, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 160,053 | 33,897 | 0.05% | 0.03% | 80 | +46,875 | 41.42% | Q4 2025 | Feb 10, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 157,913 | 33,444 | 0.23% | 0.18% | 81 | +58,414 | 58.71% | Q4 2025 | Feb 18, 2026 |
| US BANCORP \DE\ | History | Added to | 155,486 | 32,948 | 0.04% | 0.04% | 82 | +3,875 | 2.56% | Q4 2025 | Jan 30, 2026 |
| Asset Management Group, Inc. | History | Added to | 149,918 | 31,751 | 5.14% | 5.08% | 83 | +1,233 | 0.83% | Q4 2025 | Feb 17, 2026 |
| NewEdge Advisors, LLC | History | Added to | 147,636 | 31,267 | 0.11% | 0.14% | 84 | +3,275 | 2.27% | Q4 2025 | Feb 18, 2026 |
| Pathstone Holdings, LLC | History | New | 147,425 | 31,223 | 0.12% | — | 85 | +147,425 | New | Q4 2025 | Feb 13, 2026 |
| WALLER FINANCIAL PLANNING GROUP, INC | History | Added to | 147,254 | 31,186 | 6.92% | 0.18% | 86 | +143,445 | 3765.95% | Q4 2025 | Jan 13, 2026 |
| Private Advisor Group, LLC | History | Added to | 146,032 | 30,928 | 0.15% | 0.15% | 87 | +844 | 0.58% | Q4 2025 | Feb 17, 2026 |
| Verus Financial Partners, Inc. | History | Reduced | 137,820 | 30,925 | 2.85% | 2.9% | 88 | -6,742 | -4.66% | Q4 2025 | Feb 02, 2026 |
| FMR LLC | History | Added to | 143,985 | 30,494 | 0.0% | 0.0% | 89 | +10,605 | 7.95% | Q4 2025 | Feb 17, 2026 |
| Baird Financial Group, Inc. | History | Added to | 143,982 | 30,493 | 0.05% | 0.05% | 90 | +6,392 | 4.65% | Q4 2025 | Feb 13, 2026 |
| Marotta Asset Management | History | Added to | 143,896 | 30,475 | 5.64% | 5.42% | 91 | +6,386 | 4.64% | Q4 2025 | Jan 07, 2026 |
| Merit Financial Group, LLC | History | Reduced | 143,889 | 30,474 | 0.24% | 0.31% | 92 | -16,853 | -10.48% | Q4 2025 | Jan 26, 2026 |
| Grove Street Fiduciary, LLC | History | New | 141,499 | 29,968 | 12.53% | — | 93 | +141,499 | New | Q4 2025 | Feb 03, 2026 |
| Aaron Wealth Advisors LLC | History | Added to | 138,251 | 29,280 | 1.6% | 1.69% | 94 | +1,571 | 1.15% | Q4 2025 | Jan 21, 2026 |
| Plante Moran Financial Advisors, LLC | History | Added to | 136,768 | 28,966 | 1.83% | 1.55% | 95 | +18,336 | 15.48% | Q4 2025 | Feb 05, 2026 |
| Northwest Quadrant Wealth Management, LLC | History | Added to | 135,704 | 28,740 | 5.94% | 5.88% | 96 | +2,275 | 1.71% | Q4 2025 | Jan 23, 2026 |
| COMERICA BANK | History | Reduced | 133,866 | 28,351 | 0.11% | 0.11% | 97 | -1,498 | -1.11% | Q4 2025 | Jan 29, 2026 |
| McAdam, LLC | History | Added to | 133,850 | 28,348 | 1.3% | 1.34% | 98 | +3,350 | 2.57% | Q4 2025 | Feb 13, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 133,619 | 28,299 | 0.35% | 0.31% | 99 | +3,063 | 2.35% | Q4 2025 | Feb 11, 2026 |
| Wealth Architects, LLC | History | Reduced | 132,936 | 28,154 | 2.54% | 2.64% | 100 | -1,036 | -0.77% | Q4 2025 | Feb 17, 2026 |
| 25 LLC | History | Reduced | 132,709 | 28,106 | 8.92% | 13.66% | 101 | -59,499 | -30.96% | Q4 2025 | Jan 15, 2026 |
| BHK Investment Advisors, LLC | History | Added to | 131,510 | 27,852 | 9.15% | 9.08% | 102 | +15,046 | 12.92% | Q4 2025 | Feb 03, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Reduced | 130,954 | 27,734 | 0.49% | 0.55% | 103 | -1,320 | -1.0% | Q4 2025 | Jan 16, 2026 |
| World Investment Advisors | History | Reduced | 125,279 | 26,532 | 0.43% | 0.56% | 104 | -6,431 | -4.88% | Q4 2025 | Mar 12, 2026 |
| INSPIRION WEALTH ADVISORS, LLC | History | Reduced | 124,858 | 26,443 | 3.24% | 6.3% | 105 | -99,504 | -44.35% | Q4 2025 | Jan 09, 2026 |
| Brickley Wealth Management | History | Added to | 124,542 | 26,376 | 4.45% | 4.52% | 106 | +264 | 0.21% | Q4 2025 | Jan 29, 2026 |
| Grey Fox Wealth Advisors, LLC | History | Added to | 122,772 | 26,001 | 5.32% | 5.13% | 107 | +2,790 | 2.33% | Q4 2025 | Feb 12, 2026 |
| Pasadena Private Wealth, LLC | History | Added to | 118,751 | 25,150 | 3.42% | 3.55% | 108 | +612 | 0.52% | Q4 2025 | Feb 10, 2026 |
| Shakespeare Wealth Management, LLC | History | Added to | 113,371 | 24,010 | 5.31% | 5.3% | 109 | +1,829 | 1.64% | Q4 2025 | Feb 06, 2026 |
| Atria Investments, Inc | History | Added to | 111,820 | 23,682 | 0.27% | 0.25% | 110 | +5,684 | 5.36% | Q4 2025 | Feb 05, 2026 |
| FIDUCIENT ADVISORS LLC | History | Added to | 106,353 | 22,524 | 2.79% | 2.59% | 111 | +615 | 0.58% | Q4 2025 | Feb 10, 2026 |
| Silver Coast Investments LLC | History | Reduced | 104,680 | 22,170 | 7.64% | 8.21% | 112 | -9,822 | -8.58% | Q4 2025 | Jan 27, 2026 |
| Whitaker-Myers Wealth Managers, LTD. | History | Added to | 103,424 | 21,904 | 4.57% | 4.59% | 113 | +2,646 | 2.63% | Q4 2025 | Jan 22, 2026 |
| Partners in Financial Planning | History | Added to | 101,609 | 21,519 | 3.64% | 3.62% | 114 | +1,393 | 1.39% | Q4 2025 | Feb 02, 2026 |
| PDS Planning, Inc | History | Reduced | 98,861 | 20,937 | 1.4% | 1.43% | 115 | -153 | -0.15% | Q4 2025 | Jan 26, 2026 |
| Coastline Trust Co | History | Reduced | 96,980 | 20,539 | 1.93% | 2.18% | 116 | -202 | -0.21% | Q4 2025 | Jan 05, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Added to | 95,786 | 20,286 | 0.17% | 0.15% | 117 | +9,171 | 10.59% | Q4 2025 | Feb 13, 2026 |
| Avion Wealth | History | Added to | 95,662 | 20,260 | 4.25% | 4.21% | 118 | +1,624 | 1.73% | Q4 2025 | Jan 23, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 93,577 | 19,818 | 0.62% | 0.63% | 119 | -78 | -0.08% | Q4 2025 | Jan 06, 2026 |
| &PARTNERS | History | Added to | 92,191 | 19,529 | 0.1% | 0.11% | 120 | +9,328 | 11.26% | Q4 2025 | Feb 17, 2026 |
| Strategic Investment Advisors / MI | History | Added to | 88,207 | 18,694 | 1.62% | 1.58% | 121 | +63,446 | 256.23% | Q4 2025 | Feb 17, 2026 |
| Performa Ltd (US), LLC | History | Added to | 87,613 | 18,555 | 4.71% | 4.29% | 122 | +10,113 | 13.05% | Q4 2025 | Feb 10, 2026 |
| Discipline Wealth Solutions, LLC | History | Added to | 87,397 | 18,509 | 3.43% | 1.19% | 123 | +65,735 | 303.46% | Q4 2025 | Jan 26, 2026 |
| E&R Wealth Management, LLC | History | New | 87,204 | 18,469 | 19.27% | — | 124 | +87,204 | New | Q4 2025 | Feb 11, 2026 |
| Marmo Financial Group, LLC | History | Added to | 85,159 | 18,035 | 8.54% | 8.52% | 125 | +886 | 1.05% | Q4 2025 | Feb 03, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Reduced | 84,951 | 17,991 | 0.58% | 0.66% | 126 | -1,269 | -1.47% | Q4 2025 | Feb 17, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 84,411 | 17,877 | 0.06% | 0.06% | 127 | -673 | -0.79% | Q4 2025 | Feb 02, 2026 |
| GLENMEDE TRUST CO NA | History | New | 82,878 | 17,552 | 0.08% | — | 128 | +82,878 | New | Q4 2025 | Feb 17, 2026 |
| STUDIO INVESTMENT MANAGEMENT LLC | History | Reduced | 80,476 | 17,044 | 3.11% | 3.38% | 129 | -5,022 | -5.87% | Q4 2025 | Feb 09, 2026 |
| Brooklyn FI, LLC | History | Reduced | 79,749 | 16,890 | 3.61% | 3.84% | 130 | -2,343 | -2.85% | Q4 2025 | Jan 21, 2026 |
| Willis Investment Counsel | History | Added to | 78,792 | 16,687 | 0.86% | 0.62% | 131 | +24,344 | 44.71% | Q4 2025 | Jan 22, 2026 |
| HILLMAN CO | History | No change | 78,406 | 16,605 | 5.76% | 5.05% | 132 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| MAI Capital Management | History | Added to | 77,508 | 16,415 | 0.09% | 0.08% | 133 | +14,563 | 23.14% | Q4 2025 | Feb 13, 2026 |
| CAPITAL WEALTH MANAGEMENT, LLC | History | Added to | 77,159 | 16,341 | 5.28% | 5.39% | 134 | +2,923 | 3.94% | Q4 2025 | Feb 02, 2026 |
| PRESILIUM PRIVATE WEALTH, LLC | History | Added to | 76,868 | 16,279 | 2.97% | 2.92% | 135 | +3,158 | 4.28% | Q4 2025 | Jan 13, 2026 |
| Family CFO Inc | History | Reduced | 76,536 | 16,209 | 7.25% | 7.38% | 136 | -225 | -0.29% | Q4 2025 | Jan 23, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 75,445 | 15,978 | 0.1% | 0.1% | 137 | +1,137 | 1.53% | Q4 2025 | Jan 29, 2026 |
| LMG Wealth Partners, LLC | History | Reduced | 75,342 | 15,956 | 2.98% | 2.93% | 138 | -212 | -0.28% | Q4 2025 | Feb 02, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 75,189 | 15,928 | 0.18% | 0.17% | 139 | +2,628 | 3.62% | Q4 2025 | Feb 02, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 75,015 | 15,887 | 0.09% | 0.09% | 140 | +1,066 | 1.44% | Q4 2025 | Feb 12, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 74,677 | 15,815 | 0.09% | 0.1% | 141 | -6,345 | -7.83% | Q4 2025 | Feb 03, 2026 |
| QUEST INVESTMENT MANAGEMENT LLC | History | No change | 74,298 | 15,735 | 1.7% | 1.63% | 142 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 73,777 | 15,625 | 0.55% | 0.57% | 143 | +3,123 | 4.42% | Q4 2025 | Feb 04, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 73,363 | 15,537 | 0.17% | 0.11% | 144 | +29,746 | 68.2% | Q4 2025 | Feb 06, 2026 |
| Black Diamond Financial, LLC | History | Added to | 72,320 | 15,316 | 1.61% | 1.61% | 145 | +3,472 | 5.04% | Q4 2025 | Feb 03, 2026 |
| Traveka Wealth, LLC | History | Added to | 72,196 | 15,290 | 6.22% | 6.66% | 146 | +704 | 0.98% | Q4 2025 | Jan 08, 2026 |
| Advisory Services Network, LLC | History | Added to | 71,733 | 15,192 | 0.21% | 0.2% | 147 | +7,664 | 11.96% | Q4 2025 | Feb 17, 2026 |
| ARVEST INVESTMENTS, INC. | History | Added to | 71,359 | 15,113 | 2.12% | 2.11% | 148 | +798 | 1.13% | Q4 2025 | Jan 20, 2026 |
| UMB Bank, n.a. | History | Added to | 70,760 | 14,986 | 0.2% | 0.05% | 149 | +53,096 | 300.59% | Q4 2025 | Feb 13, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Added to | 69,276 | 14,672 | 0.18% | 0.18% | 150 | +2,598 | 3.9% | Q4 2025 | Feb 10, 2026 |
| Tradition Wealth Management, LLC | History | Reduced | 67,795 | 14,358 | 1.03% | 1.07% | 151 | -1,240 | -1.8% | Q4 2025 | Feb 11, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Reduced | 67,784 | 14,355 | 0.93% | 0.94% | 152 | -259 | -0.38% | Q4 2025 | Jan 26, 2026 |
| Texas Yale Capital Corp. | History | Reduced | 67,650 | 14,327 | 0.43% | 0.45% | 153 | -199 | -0.29% | Q4 2025 | Feb 10, 2026 |
| BancFirst Trust & Investment Management | History | No change | 65,865 | 14,090 | 5.81% | 5.21% | 154 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Jacobsen Capital Management | History | Reduced | 66,185 | 14,017 | 4.58% | 4.82% | 155 | -1,904 | -2.8% | Q4 2025 | Jan 26, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Reduced | 65,659 | 13,905 | 0.18% | 0.19% | 156 | -2,601 | -3.81% | Q4 2025 | Jan 22, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 65,635 | 13,900 | 0.19% | 0.2% | 157 | +15,006 | 29.64% | Q4 2025 | Feb 06, 2026 |
| HB Wealth Management, LLC | History | Added to | 64,301 | 13,618 | 0.09% | 0.09% | 158 | +2,708 | 4.4% | Q4 2025 | Jan 28, 2026 |
| Ancora Advisors LLC | History | Added to | 63,552 | 13,459 | 0.28% | 0.26% | 159 | +6 | 0.01% | Q4 2025 | Feb 17, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 63,473 | 13,442 | 0.01% | 0.01% | 160 | +20,390 | 47.33% | Q4 2025 | Feb 17, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Reduced | 62,582 | 13,254 | 1.67% | 1.88% | 161 | -3,010 | -4.59% | Q4 2025 | Jan 15, 2026 |
| Payne Capital Management, LLC | History | Added to | 62,571 | 13,251 | 4.18% | 4.06% | 162 | +2,199 | 3.64% | Q4 2025 | Feb 02, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 62,314 | 13,197 | 0.0% | 0.0% | 163 | -4,116 | -6.2% | Q4 2025 | Feb 10, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | History | Added to | 61,958 | 13,122 | 0.55% | 0.54% | 164 | +1,655 | 2.74% | Q4 2025 | Feb 13, 2026 |
| Checchi Capital Advisers, LLC | History | Reduced | 61,834 | 13,095 | 0.67% | 0.76% | 165 | -7,806 | -11.21% | Q4 2025 | Jan 27, 2026 |
| Apella Capital, LLC | History | Reduced | 60,684 | 12,852 | 0.25% | 0.3% | 166 | -4,389 | -6.74% | Q4 2025 | Jan 21, 2026 |
| Weinberger Asset Management, Inc | History | Reduced | 60,160 | 12,741 | 4.59% | 4.61% | 167 | -852 | -1.4% | Q4 2025 | Feb 09, 2026 |
| JMAC ENTERPRISES LLC | History | Added to | 60,083 | 12,725 | 2.43% | 2.42% | 168 | +1,491 | 2.54% | Q4 2025 | Jan 21, 2026 |
| Financial Synergies Wealth Advisors, Inc. | History | Added to | 60,086 | 12,725 | 1.23% | 1.26% | 169 | +462 | 0.77% | Q4 2025 | Feb 06, 2026 |
| FLYWHEEL PRIVATE WEALTH LLC | History | Added to | 59,615 | 12,625 | 7.88% | 9.34% | 170 | +2,328 | 4.06% | Q4 2025 | Jan 14, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 58,915 | 12,477 | 2.27% | 0.19% | 171 | +2,741 | 4.88% | Q4 2025 | Mar 04, 2026 |
| Eagle Strategies LLC | History | Added to | 58,630 | 12,417 | 1.59% | 1.59% | 172 | +1,776 | 3.12% | Q4 2025 | Jan 23, 2026 |
| Cherry Tree Wealth Management, LLC | History | Added to | 58,605 | 12,411 | 2.62% | 2.68% | 173 | +203 | 0.35% | Q4 2025 | Feb 10, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 58,483 | 12,386 | 0.03% | 0.03% | 174 | +6,262 | 11.99% | Q4 2025 | Feb 17, 2026 |
| Garde Capital, Inc. | History | Reduced | 57,493 | 12,176 | 0.72% | 0.59% | 175 | -296 | -0.51% | Q4 2025 | Feb 10, 2026 |
| Center for Financial Planning, Inc. | History | Reduced | 57,300 | 12,135 | 1.26% | 1.29% | 176 | -724 | -1.25% | Q4 2025 | Feb 05, 2026 |
| Praetorian Wealth Management, Inc. | History | Added to | 57,105 | 12,094 | 2.4% | 2.42% | 177 | +484 | 0.85% | Q4 2025 | Jan 14, 2026 |
| Compound Planning, Inc. | History | Reduced | 57,018 | 12,075 | 0.35% | 0.4% | 178 | -2,001 | -3.39% | Q4 2025 | Feb 19, 2026 |
| Shepherd Financial Partners LLC | History | Reduced | 56,128 | 11,887 | 1.1% | 1.16% | 179 | -2,384 | -4.07% | Q4 2025 | Feb 10, 2026 |
| Veery Capital, LLC | History | Added to | 54,583 | 11,560 | 3.55% | 3.55% | 180 | +673 | 1.25% | Q4 2025 | Jan 27, 2026 |
| Wharton Business Group, LLC | History | Reduced | 54,088 | 11,455 | 0.44% | 0.5% | 181 | -633 | -1.16% | Q4 2025 | Feb 11, 2026 |
| Capital Advantage, Inc. | History | Added to | 54,068 | 11,451 | 1.54% | 1.56% | 182 | +4,354 | 8.76% | Q4 2025 | Jan 07, 2026 |
| Sepio Capital, LP | History | Added to | 53,832 | 11,401 | 0.62% | 0.66% | 183 | +475 | 0.89% | Q4 2025 | Feb 12, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 53,487 | 11,333 | 0.09% | — | 184 | +53,487 | New | Q4 2025 | Feb 18, 2026 |
| Fee-Only Financial Planning, L.C. | History | Reduced | 52,710 | 11,163 | 6.51% | 6.44% | 185 | -174 | -0.33% | Q4 2025 | Jan 26, 2026 |
| Steele Capital Management, Inc. | History | Added to | 52,268 | 11,069 | 0.48% | 0.47% | 186 | +1,227 | 2.4% | Q4 2025 | Jan 27, 2026 |
| Forbes Financial Planning, Inc. | History | Added to | 52,246 | 11,065 | 6.47% | 6.31% | 187 | +6,920 | 15.27% | Q4 2025 | Jan 26, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 51,747 | 10,960 | 0.03% | 0.03% | 188 | -1,856 | -3.46% | Q4 2025 | Feb 11, 2026 |
| Lansing Street Advisors | History | Reduced | 51,620 | 10,932 | 2.79% | 2.88% | 189 | -96 | -0.19% | Q4 2025 | Jan 26, 2026 |
| FOURPATH CAPITAL MANAGEMENT, LLC | History | Reduced | 51,444 | 10,895 | 1.49% | 1.73% | 190 | -6,897 | -11.82% | Q4 2025 | Jan 23, 2026 |
| Firestone Capital Management | History | Reduced | 51,083 | 10,818 | 2.29% | 2.32% | 191 | -431 | -0.84% | Q4 2025 | Feb 09, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 51,014 | 10,804 | 0.12% | 0.18% | 192 | +1,313 | 2.64% | Q4 2025 | Jan 29, 2026 |
| Joel Isaacson & Co., LLC | History | Added to | 50,737 | 10,745 | 0.35% | 0.38% | 193 | +421 | 0.84% | Q4 2025 | Jan 30, 2026 |
| Gladwyn Financial Advisors, Inc. | History | Added to | 50,675 | 10,732 | 7.54% | 7.47% | 194 | +765 | 1.53% | Q4 2025 | Jan 08, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | Reduced | 50,315 | 10,656 | 0.53% | 0.53% | 195 | -198 | -0.39% | Q4 2025 | Feb 02, 2026 |
| One Degree Advisors Inc | History | Added to | 49,986 | 10,586 | 2.91% | 3.1% | 196 | +1,563 | 3.23% | Q4 2025 | Feb 06, 2026 |
| Bishop & Co Investment Management, LLC | History | Reduced | 49,976 | 10,584 | 3.51% | 3.49% | 197 | -37 | -0.07% | Q4 2025 | Jan 21, 2026 |
| CX Institutional | History | Added to | 49,862 | 10,560 | 0.31% | 0.31% | 198 | +1,242 | 2.55% | Q4 2025 | Feb 02, 2026 |
| M&T BANK CORP | History | Reduced | 49,517 | 10,486 | 0.03% | 0.04% | 199 | -5,519 | -10.03% | Q4 2025 | Jan 30, 2026 |
| BRANDES INVESTMENT PARTNERS, LP | History | Added to | 48,934 | 10,363 | 0.08% | 0.0% | 200 | +47,633 | 3661.26% | Q4 2025 | Feb 11, 2026 |
| FAMILY WEALTH PARTNERS, LLC | History | Reduced | 48,400 | 10,250 | 3.69% | 3.87% | 201 | -1,045 | -2.11% | Q4 2025 | Jan 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 48,354 | 10,240 | 0.13% | 0.13% | 202 | +989 | 2.09% | Q4 2025 | Jan 29, 2026 |
| Balance Wealth, LLC | History | Reduced | 47,740 | 10,110 | 3.24% | 5.18% | 203 | -52,673 | -52.46% | Q4 2025 | Jan 21, 2026 |
| LMCG INVESTMENTS, LLC | History | Reduced | 47,530 | 10,066 | 0.58% | 0.61% | 204 | -2,165 | -4.36% | Q4 2025 | Feb 03, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 46,802 | 9,979 | 0.02% | 0.0% | 205 | +45,256 | 2927.3% | Q4 2025 | Feb 05, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Added to | 46,926 | 9,941 | 0.89% | 0.85% | 206 | +7,187 | 18.09% | Q4 2025 | Jan 30, 2026 |
| SAGE FINANCIAL GROUP INC | History | Added to | 46,643 | 9,878 | 0.65% | 0.66% | 207 | +375 | 0.81% | Q4 2025 | Jan 27, 2026 |
| Farmers & Merchants Trust Co of Chambersburg PA | History | Added to | 46,437 | 9,835 | 2.75% | 2.66% | 208 | +1,384 | 3.07% | Q4 2025 | Feb 02, 2026 |
| EP Wealth Advisors, LLC | History | New | 46,055 | 9,753 | 0.05% | — | 209 | +46,055 | New | Q4 2025 | Feb 18, 2026 |
| Parallel Advisors, LLC | History | Reduced | 45,957 | 9,733 | 0.18% | 0.18% | 210 | -616 | -1.32% | Q4 2025 | Feb 11, 2026 |
| AE Wealth Management LLC | History | Added to | 45,950 | 9,731 | 0.06% | 0.06% | 211 | +2,141 | 4.89% | Q4 2025 | Jan 26, 2026 |
| DAVENPORT & Co LLC | History | Added to | 45,866 | 9,713 | 0.05% | 0.05% | 212 | +355 | 0.78% | Q4 2025 | Jan 12, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Reduced | 45,800 | 9,700 | 0.8% | 0.75% | 213 | -842 | -1.81% | Q4 2025 | Feb 17, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 45,739 | 9,687 | 0.63% | 0.61% | 214 | +2,599 | 6.02% | Q4 2025 | Jan 23, 2026 |
| Spectrum Investment Advisors, Inc. | History | Added to | 45,039 | 9,538 | 4.78% | 5.02% | 215 | +633 | 1.43% | Q4 2025 | Jan 28, 2026 |
| MAYPORT, LLC | History | Added to | 45,002 | 9,530 | 1.92% | 1.9% | 216 | +3,050 | 7.27% | Q4 2025 | Jan 21, 2026 |
| Hegarty Advisors, LLC | History | New | 44,812 | 9,492 | 8.24% | — | 217 | +44,812 | New | Q4 2025 | Jan 29, 2026 |
| San Luis Wealth Advisors LLC | History | Added to | 44,546 | 9,434 | 1.58% | 1.4% | 218 | +7,237 | 19.4% | Q4 2025 | Jan 26, 2026 |
| Global Retirement Partners, LLC | History | Added to | 44,528 | 9,430 | 0.17% | 0.05% | 219 | +32,871 | 281.99% | Q4 2025 | Feb 06, 2026 |
| Quantinno Capital Management LP | History | Added to | 44,447 | 9,413 | 0.02% | 0.01% | 220 | +26,218 | 143.83% | Q4 2025 | Feb 17, 2026 |
| Wrenne Financial Planning LLC | History | Added to | 43,943 | 9,306 | 3.79% | 3.85% | 221 | +784 | 1.82% | Q4 2025 | Feb 10, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 43,750 | 9,265 | 0.02% | 0.0% | 222 | +32,895 | 303.04% | Q4 2025 | Feb 12, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 42,941 | 9,094 | 0.0% | 0.0% | 223 | -126 | -0.29% | Q4 2025 | Feb 17, 2026 |
| Clayton Financial Group LLC | History | Added to | 42,721 | 9,047 | 4.61% | 5.05% | 224 | +9,581 | 28.91% | Q4 2025 | Jan 21, 2026 |
| Prosperity Planning, Inc. | History | Reduced | 42,330 | 8,965 | 2.34% | 2.42% | 225 | -592 | -1.38% | Q4 2025 | Jan 14, 2026 |
| BROWN ADVISORY INC | History | Reduced | 41,576 | 8,805 | 0.01% | 0.01% | 226 | -518 | -1.23% | Q4 2025 | Feb 13, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | New | 41,257 | 8,737 | 0.97% | — | 227 | +41,257 | New | Q4 2025 | Feb 13, 2026 |
| Symmetry Partners, LLC | History | Reduced | 41,074 | 8,699 | 0.51% | 1.57% | 228 | -28,052 | -40.58% | Q4 2025 | Jan 27, 2026 |
| Arkadios Wealth Advisors | History | Added to | 41,008 | 8,684 | 0.17% | 0.13% | 229 | +15,692 | 61.98% | Q4 2025 | Feb 13, 2026 |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC | History | Reduced | 40,744 | 8,629 | 5.74% | 5.79% | 230 | -258 | -0.63% | Q4 2025 | Jan 09, 2026 |
| FIRST AMERICAN TRUST, FSB | History | Added to | 40,477 | 8,572 | 0.59% | 0.61% | 231 | +57 | 0.14% | Q4 2025 | Feb 11, 2026 |
| Total Clarity Wealth Management, Inc. | History | Added to | 40,430 | 8,562 | 2.07% | 2.04% | 232 | +3,686 | 10.03% | Q4 2025 | Feb 02, 2026 |
| Cornerstone Wealth Advisors, Inc. | History | Added to | 40,347 | 8,545 | 1.99% | 2.0% | 233 | +786 | 1.99% | Q4 2025 | Jan 14, 2026 |
| Ifrah Financial Services, Inc. | History | Reduced | 40,153 | 8,504 | 2.18% | 2.2% | 234 | -443 | -1.09% | Q4 2025 | Jan 22, 2026 |
| Noble Family Wealth, LLC | History | Added to | 39,971 | 8,465 | 1.78% | 1.73% | 235 | +2,434 | 6.48% | Q4 2025 | Jan 07, 2026 |
| Meramec Financial Planners, LLC | History | New | 36,325 | 8,430 | 3.29% | — | 236 | +36,325 | New | Q4 2025 | Feb 10, 2026 |
| Fortis Capital Management LLC | History | Added to | 39,365 | 8,337 | 1.1% | 1.14% | 237 | +404 | 1.04% | Q4 2025 | Feb 13, 2026 |
| Plum Street Advisors, LLC | History | Reduced | 39,278 | 8,318 | 2.96% | 3.2% | 238 | -485 | -1.22% | Q4 2025 | Feb 13, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Added to | 39,067 | 8,273 | 0.14% | 0.13% | 239 | +3,401 | 9.54% | Q4 2025 | Jan 28, 2026 |
| Leeward Financial Partners, LLC | History | Reduced | 38,765 | 8,210 | 2.31% | 2.33% | 240 | -511 | -1.3% | Q4 2025 | Feb 09, 2026 |
| Everhart Financial Group, Inc. | History | Added to | 38,208 | 8,092 | 0.75% | 0.76% | 241 | +1,863 | 5.13% | Q4 2025 | Jan 07, 2026 |
| COURIER CAPITAL LLC | History | Added to | 38,174 | 8,084 | 0.45% | 0.45% | 242 | +267 | 0.7% | Q4 2025 | Jan 29, 2026 |
| OpenArc Corporate Advisory, LLC | History | New | 38,107 | 8,070 | 0.13% | — | 243 | +38,107 | New | Q4 2025 | Feb 13, 2026 |
| RTD Financial Advisors, Inc. | History | Reduced | 38,073 | 8,063 | 0.98% | 0.98% | 244 | -960 | -2.46% | Q4 2025 | Jan 27, 2026 |
| SWAN Capital LLC | History | Reduced | 38,020 | 8,052 | 3.13% | 3.38% | 245 | -1,964 | -4.91% | Q4 2025 | Feb 12, 2026 |
| Arax Advisory Partners | History | New | 37,828 | 8,011 | 0.23% | — | 246 | +37,828 | New | Q4 2025 | Feb 13, 2026 |
| Nicholas Hoffman & Company, LLC. | History | Added to | 37,773 | 7,999 | 0.19% | 0.19% | 247 | +88 | 0.23% | Q4 2025 | Feb 02, 2026 |
| Oath Planning, LLC | History | New | 37,690 | 7,982 | 7.88% | — | 248 | +37,690 | New | Q4 2025 | Feb 12, 2026 |
| Towerpoint Wealth, LLC | History | Added to | 37,630 | 7,969 | 3.16% | 3.15% | 249 | +775 | 2.1% | Q4 2025 | Jan 15, 2026 |
| Quent Capital, LLC | History | Added to | 37,595 | 7,962 | 0.57% | 0.65% | 250 | +161 | 0.43% | Q4 2025 | Jan 29, 2026 |
| WHITTIER TRUST CO | History | Reduced | 36,143 | 7,951 | 0.09% | 0.09% | 251 | -30 | -0.08% | Q4 2025 | Jan 26, 2026 |
| DIVERSIFIED MANAGEMENT INC | History | New | 37,476 | 7,936 | 1.85% | — | 252 | +37,476 | New | Q4 2025 | Jan 26, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | Reduced | 37,117 | 7,860 | 0.12% | 0.12% | 253 | -1,370 | -3.56% | Q4 2025 | Feb 12, 2026 |
| Aurelius Family Office LLC | History | Added to | 36,179 | 7,852 | 3.38% | 3.19% | 254 | +1,818 | 5.29% | Q4 2025 | Jan 09, 2026 |
| Fairway Financial, LLC | History | Added to | 37,063 | 7,849 | 5.92% | 5.9% | 255 | +1,201 | 3.35% | Q4 2025 | Feb 04, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 36,932 | 7,821 | 0.08% | 0.11% | 256 | +872 | 2.42% | Q4 2025 | Jan 23, 2026 |
| Relyea Zuckerberg Hanson LLC | History | Reduced | 36,767 | 7,786 | 0.79% | 0.85% | 257 | -1,966 | -5.08% | Q4 2025 | Jan 20, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | Reduced | 36,745 | 7,782 | 1.79% | 1.93% | 258 | -1,830 | -4.74% | Q4 2025 | Jan 06, 2026 |
| Elgethun Capital Management | History | Added to | 36,597 | 7,750 | 1.34% | 1.29% | 259 | +2,593 | 7.63% | Q4 2025 | Feb 10, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 36,275 | 7,682 | 0.29% | 0.21% | 260 | +21,257 | 141.54% | Q4 2025 | Feb 04, 2026 |
| SPINNAKER TRUST | History | Reduced | 36,149 | 7,655 | 0.41% | 0.42% | 261 | -468 | -1.28% | Q4 2025 | Feb 10, 2026 |
| White Lighthouse Investment Management Inc. | History | Added to | 35,980 | 7,620 | 1.06% | 1.11% | 262 | +1,032 | 2.95% | Q4 2025 | Feb 09, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 35,718 | 7,564 | 0.36% | 0.36% | 263 | +11,395 | 46.85% | Q4 2025 | Feb 12, 2026 |
| Arbor Wealth Advisors LLC | History | Added to | 35,710 | 7,563 | 5.39% | 5.55% | 264 | +68 | 0.19% | Q4 2025 | Jan 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 35,700 | 7,560 | 0.0% | 0.0% | 265 | -17,758 | -33.22% | Q4 2025 | Feb 17, 2026 |
| Tacita Capital Inc | History | Reduced | 35,337 | 7,484 | 4.34% | 4.47% | 266 | -100 | -0.28% | Q4 2025 | Feb 11, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | Added to | 35,204 | 7,455 | 0.82% | 0.85% | 267 | +225 | 0.64% | Q4 2025 | Feb 13, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 35,194 | 7,453 | 0.39% | 0.43% | 268 | -2,120 | -5.68% | Q4 2025 | Feb 05, 2026 |
| Granby Capital Management, LLC | History | No change | 35,000 | 7,412 | 3.95% | 3.88% | 269 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Ackerman Capital Advisors, LLC | History | Added to | 34,982 | 7,408 | 1.49% | 1.53% | 270 | +62 | 0.18% | Q4 2025 | Feb 11, 2026 |
| Clear Retirement Advice LLC | History | New | 32,436 | 7,407 | 5.76% | — | 271 | +32,436 | New | Q4 2025 | Feb 24, 2026 |
| Nabity-Jensen Investment Management Inc | History | Added to | 34,833 | 7,377 | 5.0% | 5.01% | 272 | +187 | 0.54% | Q4 2025 | Jan 26, 2026 |
| Peak Retirement Planning, Inc. | History | Added to | 34,743 | 7,358 | 1.72% | 1.87% | 273 | +2,900 | 9.11% | Q4 2025 | Feb 10, 2026 |
| ATMOS ADVISORY, LLC | History | Added to | 34,233 | 7,250 | 4.2% | 4.13% | 274 | +1,772 | 5.46% | Q4 2025 | Jan 21, 2026 |
| Inlight Wealth Management, LLC | History | Added to | 34,194 | 7,241 | 2.65% | 1.55% | 275 | +18,349 | 115.8% | Q4 2025 | Jan 23, 2026 |
| Facet Wealth, Inc. | History | Reduced | 32,341 | 7,214 | 0.13% | 0.19% | 276 | -10,511 | -24.53% | Q4 2025 | Jan 29, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 33,827 | 7,164 | 0.17% | 0.18% | 277 | +530 | 1.59% | Q4 2025 | Jan 29, 2026 |
| Cannon Financial Strategists, Inc. | History | Reduced | 33,780 | 7,154 | 0.99% | 1.03% | 278 | -645 | -1.87% | Q4 2025 | Feb 04, 2026 |
| VANGUARD GROUP INC | History | Added to | 33,770 | 7,152 | 0.0% | 0.0% | 279 | +1,001 | 3.05% | Q4 2025 | Jan 29, 2026 |
| Sterling Wealth Management, Inc. | History | Reduced | 33,443 | 7,082 | 2.02% | 2.32% | 280 | -3,242 | -8.84% | Q4 2025 | Feb 17, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 32,961 | 7,051 | 0.01% | 0.01% | 281 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SOA Wealth Advisors, LLC. | History | Added to | 355,427 | 7,025 | 1.19% | 1.18% | 282 | +306 | 0.09% | Q4 2025 | Jan 20, 2026 |
| GeoWealth Management, LLC | History | Reduced | 33,144 | 7,019 | 0.26% | 0.26% | 283 | -711 | -2.1% | Q4 2025 | Feb 17, 2026 |
| Whitegate Investment Counselors, Inc. | History | Reduced | 32,743 | 6,934 | 2.17% | 2.25% | 284 | -35 | -0.11% | Q4 2025 | Feb 10, 2026 |
| Redwood Investment Management, LLC | History | Added to | 32,715 | 6,929 | 0.78% | 0.65% | 286 | +4,042 | 14.1% | Q4 2025 | Feb 17, 2026 |
| Advisory Alpha, LLC | History | Added to | 32,717 | 6,929 | 0.19% | 0.19% | 285 | +503 | 1.56% | Q4 2025 | Feb 06, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 30,847 | 6,923 | 0.17% | 0.17% | 287 | -368 | -1.18% | Q4 2025 | Jan 28, 2026 |
| Pinnacle Financial Group, LLC / IL | History | Added to | 32,574 | 6,898 | 2.0% | 2.0% | 288 | +836 | 2.63% | Q4 2025 | Feb 05, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 32,435 | 6,869 | 0.02% | 0.03% | 290 | -13,658 | -29.63% | Q4 2025 | Feb 13, 2026 |
| Compass Ion Advisors, LLC | History | Added to | 32,437 | 6,869 | 0.65% | 0.64% | 289 | +452 | 1.41% | Q4 2025 | Jan 29, 2026 |
| RFG Advisory, LLC | History | Added to | 31,909 | 6,758 | 0.13% | 0.11% | 291 | +5,970 | 23.02% | Q4 2025 | Feb 03, 2026 |
| Van Cleef Asset Management,Inc | History | Reduced | 31,248 | 6,617 | 0.67% | 0.66% | 292 | -106 | -0.34% | Q4 2025 | Feb 09, 2026 |
| SkyOak Wealth, LLC | History | Added to | 31,207 | 6,609 | 1.19% | 1.22% | 293 | +309 | 1.0% | Q4 2025 | Feb 05, 2026 |
| ELEVATUS WELATH MANAGEMENT | History | New | 31,168 | 6,600 | 1.8% | — | 294 | +31,168 | New | Q4 2025 | Jan 14, 2026 |
| NBT BANK N A /NY | History | Added to | 831 | 6,593 | 0.43% | 0.43% | 295 | +3 | 0.36% | Q4 2025 | Jan 23, 2026 |
| Wealthfront Advisers LLC | History | Reduced | 30,976 | 6,560 | 0.01% | 0.02% | 296 | -650 | -2.06% | Q4 2025 | Jan 30, 2026 |
| ASSOCIATED BANC-CORP | History | Added to | 30,931 | 6,550 | 0.17% | 0.14% | 297 | +5,394 | 21.12% | Q4 2025 | Feb 06, 2026 |
| American Investment Services, Inc. | History | Reduced | 30,642 | 6,489 | 1.51% | 1.61% | 298 | -1,404 | -4.38% | Q4 2025 | Feb 13, 2026 |
| Strategic Wealth Advisors LLC | History | New | 30,576 | 6,475 | 5.54% | — | 299 | +30,576 | New | Q4 2025 | Feb 03, 2026 |
| Thrive Capital Management, LLC | History | Added to | 30,456 | 6,450 | 1.44% | 1.37% | 300 | +5,097 | 20.1% | Q4 2025 | Feb 09, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 30,113 | 6,442 | 0.24% | 0.04% | 301 | +27,092 | 896.79% | Q4 2025 | Feb 13, 2026 |
| Trust Point Inc. | History | Added to | 30,358 | 6,429 | 0.51% | 0.4% | 302 | +6,633 | 27.96% | Q4 2025 | Jan 13, 2026 |
| AGF MANAGEMENT LTD | History | Reduced | 30,200 | 6,396 | 0.03% | 0.03% | 303 | -110 | -0.36% | Q4 2025 | Feb 17, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Reduced | 30,104 | 6,375 | 0.02% | 0.02% | 304 | -503 | -1.64% | Q4 2025 | Feb 17, 2026 |
| Cornerstone Management, Inc. | History | Reduced | 29,867 | 6,325 | 1.03% | 1.03% | 305 | -45 | -0.15% | Q4 2025 | Feb 06, 2026 |
| BIP Wealth, LLC | History | Added to | 29,820 | 6,315 | 0.22% | 0.29% | 306 | +1,629 | 5.78% | Q4 2025 | Jan 21, 2026 |
| MAINSAIL ASSET MANAGEMENT, LLC | History | Added to | 29,719 | 6,294 | 2.7% | 2.56% | 307 | +1,753 | 6.27% | Q4 2025 | Feb 05, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | Added to | 29,585 | 6,265 | 0.53% | 0.49% | 308 | +2,282 | 8.36% | Q4 2025 | Feb 03, 2026 |
| General Partner, Inc. | History | Added to | 29,451 | 6,237 | 3.54% | 3.37% | 309 | +92 | 0.31% | Q4 2025 | Jan 06, 2026 |
| Quadcap Wealth Management, LLC | History | Reduced | 29,181 | 6,180 | 0.71% | 0.72% | 310 | -139 | -0.47% | Q4 2025 | Jan 29, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 29,147 | 6,173 | 0.12% | 0.12% | 311 | +2,184 | 8.1% | Q4 2025 | Feb 06, 2026 |
| REGIONS FINANCIAL CORP | History | New | 29,026 | 6,147 | 0.04% | — | 312 | +29,026 | New | Q4 2025 | Jan 27, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 28,978 | 6,137 | 0.28% | 0.28% | 313 | +1,199 | 4.32% | Q4 2025 | Feb 13, 2026 |
| Mainsail Financial Group, LLC | History | Added to | 28,931 | 6,127 | 2.55% | 2.52% | 314 | +894 | 3.19% | Q4 2025 | Jan 23, 2026 |
| NWAM LLC | History | Reduced | 27,979 | 6,102 | 0.34% | 0.32% | 315 | -685 | -2.39% | Q4 2025 | Feb 04, 2026 |
| Columbus Macro, LLC | History | Added to | 28,800 | 6,099 | 0.67% | 0.68% | 316 | +87 | 0.3% | Q4 2025 | Jan 15, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 28,557 | 6,048 | 0.16% | 0.16% | 317 | -1,750 | -5.77% | Q4 2025 | Jan 07, 2026 |
| Creekside Partners | History | Added to | 28,518 | 6,039 | 2.55% | 2.6% | 318 | +194 | 0.68% | Q4 2025 | Feb 13, 2026 |
| KAVAR CAPITAL PARTNERS GROUP, LLC | History | Reduced | 28,456 | 6,026 | 0.83% | 0.79% | 319 | -86 | -0.3% | Q4 2025 | Jan 20, 2026 |
| ARS Wealth Advisors Group, LLC | History | Reduced | 28,231 | 5,979 | 0.54% | 0.93% | 320 | -16,929 | -37.49% | Q4 2025 | Jan 12, 2026 |
| Brookstone Capital Management | History | Reduced | 28,123 | 5,956 | 0.07% | 0.07% | 321 | -862 | -2.97% | Q4 2025 | Jan 15, 2026 |
| QUATTRO FINANCIAL ADVISORS LLC | History | Added to | 28,125 | 5,956 | 1.78% | 1.84% | 322 | +295 | 1.06% | Q4 2025 | Jan 26, 2026 |
| Towne Trust Company, N.A | History | Added to | 28,107 | 5,952 | 1.86% | 1.62% | 323 | +4,006 | 16.62% | Q4 2025 | Jan 26, 2026 |
| MONOGRAPH WEALTH ADVISORS, LLC | History | Reduced | 28,016 | 5,933 | 0.58% | 0.6% | 324 | -491 | -1.72% | Q4 2025 | Feb 13, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 27,533 | 5,831 | 0.0% | 0.0% | 325 | -153 | -0.55% | Q4 2025 | Feb 17, 2026 |
| Elite Financial, Inc. | History | Reduced | 27,395 | 5,801 | 2.64% | 2.63% | 326 | -317 | -1.14% | Q4 2025 | Feb 12, 2026 |
| Alpha Omega Wealth Management LLC | History | Added to | 27,166 | 5,753 | 0.95% | 0.93% | 327 | +485 | 1.82% | Q4 2025 | Jan 22, 2026 |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | History | New | 27,094 | 5,738 | 5.38% | — | 328 | +27,094 | New | Q4 2025 | Feb 02, 2026 |
| TME FINANCIAL, INC. | History | Reduced | 26,956 | 5,708 | 4.01% | 4.64% | 329 | -2,726 | -9.18% | Q4 2025 | Jan 27, 2026 |
| LifePlan Investment Advisors, Inc. | History | Added to | 26,918 | 5,701 | 2.32% | 2.32% | 330 | +438 | 1.65% | Q4 2025 | Feb 09, 2026 |
| Cornerstone Advisory, LLC | History | Reduced | 26,762 | 5,667 | 0.54% | 0.55% | 331 | -152 | -0.56% | Q4 2025 | Jan 28, 2026 |
| Vickerman Investment Advisors, Inc. | History | Added to | 26,457 | 5,603 | 1.12% | 1.04% | 332 | +1,850 | 7.52% | Q4 2025 | Feb 12, 2026 |
| Chemistry Wealth Management LLC | History | Reduced | 26,357 | 5,582 | 1.04% | 1.07% | 333 | -123 | -0.46% | Q4 2025 | Jan 06, 2026 |
| PFG Advisors | History | Reduced | 26,265 | 5,562 | 0.27% | 0.24% | 334 | -1,932 | -6.85% | Q4 2025 | Jan 27, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 26,262 | 5,561 | 0.14% | 0.14% | 335 | +875 | 3.45% | Q4 2025 | Feb 09, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 26,078 | 5,522 | 0.07% | 0.07% | 336 | -469 | -1.77% | Q4 2025 | Jan 21, 2026 |
| SEVEN MILE ADVISORY | History | Added to | 25,997 | 5,505 | 0.95% | 0.87% | 337 | +226 | 0.88% | Q4 2025 | Feb 13, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 25,919 | 5,489 | 0.05% | 0.06% | 338 | -1,056 | -3.91% | Q4 2025 | Feb 13, 2026 |
| Midwest Trust Co | History | Added to | 25,788 | 5,461 | 0.07% | 0.07% | 339 | +1,286 | 5.25% | Q4 2025 | Feb 04, 2026 |
| Sigma Planning Corp | History | Added to | 25,558 | 5,412 | 0.15% | 0.15% | 340 | +1 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Barry Investment Advisors, LLC | History | Added to | 25,326 | 5,363 | 1.19% | 1.21% | 341 | +266 | 1.06% | Q4 2025 | Feb 09, 2026 |
| New Age Alpha Advisors, LLC | History | Added to | 25,285 | 5,355 | 0.23% | 0.13% | 342 | +10,796 | 74.51% | Q4 2025 | Feb 09, 2026 |
| Sharper & Granite LLC | History | Reduced | 25,086 | 5,312 | 1.87% | 1.88% | 343 | -109 | -0.43% | Q4 2025 | Jan 27, 2026 |
| COMMERCE BANK | History | Added to | 24,919 | 5,277 | 0.03% | 0.03% | 344 | +1,374 | 5.84% | Q4 2025 | Feb 13, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 24,829 | 5,258 | 0.19% | 0.18% | 345 | +6,752 | 37.35% | Q4 2025 | Feb 09, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 24,800 | 5,252 | 0.0% | 0.0% | 346 | +4,640 | 23.02% | Q4 2025 | Feb 17, 2026 |
| Cambridge Financial Group, LLC | History | Added to | 25,342 | 5,244 | 1.82% | 1.51% | 347 | +2,909 | 12.97% | Q4 2025 | Jan 09, 2026 |
| Regal Investment Advisors LLC | History | Added to | 24,671 | 5,225 | 0.31% | 0.3% | 348 | +2,904 | 13.34% | Q4 2025 | Feb 17, 2026 |
| LAM GROUP, INC. | History | No change | 24,520 | 5,193 | 2.97% | 3.17% | 349 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Lutz Financial Services LLC | History | Added to | 24,507 | 5,190 | 0.35% | 0.37% | 350 | +11 | 0.04% | Q4 2025 | Feb 06, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 24,475 | 5,183 | 0.09% | 0.09% | 351 | -626 | -2.49% | Q4 2025 | Jan 22, 2026 |
| Obsido Oy | History | Added to | 24,393 | 5,166 | 3.17% | 3.24% | 352 | +1,053 | 4.51% | Q4 2025 | Feb 17, 2026 |
| Ervin Investment Management, LLC | History | Added to | 24,379 | 5,163 | 2.89% | 2.87% | 353 | +362 | 1.51% | Q4 2025 | Jan 23, 2026 |
| Bay Rivers Group | History | Added to | 24,331 | 5,153 | 2.08% | 2.06% | 354 | +901 | 3.85% | Q4 2025 | Jan 07, 2026 |
| E&G Advisors, LP | History | Added to | 24,237 | 5,126 | 1.15% | 1.17% | 355 | +180 | 0.75% | Q4 2025 | Jan 23, 2026 |
| Zeit Capital LLC | History | Reduced | 24,187 | 5,122 | 3.46% | 3.44% | 356 | -35 | -0.14% | Q4 2025 | Jan 26, 2026 |
| Stone Summit Wealth LLC | History | Reduced | 23,318 | 4,938 | 1.34% | 1.41% | 357 | -430 | -1.81% | Q4 2025 | Jan 27, 2026 |
| Institute for Wealth Management, LLC. | History | Added to | 23,298 | 4,934 | 0.52% | 0.45% | 358 | +2,519 | 12.12% | Q4 2025 | Jan 27, 2026 |
| Lido Advisors, LLC | History | Added to | 23,242 | 4,891 | 0.01% | 0.02% | 359 | +22 | 0.09% | Q4 2025 | Feb 10, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 23,085 | 4,889 | 0.18% | 0.18% | 360 | +567 | 2.52% | Q4 2025 | Feb 02, 2026 |
| Bangor Savings Bank | History | Reduced | 23,037 | 4,879 | 0.39% | 0.41% | 361 | -425 | -1.81% | Q4 2025 | Jan 16, 2026 |
| Truepoint, Inc. | History | Reduced | 22,974 | 4,865 | 0.11% | 0.11% | 362 | -190 | -0.82% | Q4 2025 | Feb 11, 2026 |
| Employees' Retirement Fund of the City of Fort Worth | History | No change | 22,900 | 4,849 | 2.17% | 2.47% | 363 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| RF&L WEALTH MANAGEMENT, LLC | History | Added to | 22,823 | 4,833 | 2.71% | 2.78% | 364 | +146 | 0.64% | Q4 2025 | Jan 09, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 22,812 | 4,831 | 0.09% | 0.1% | 365 | -171 | -0.74% | Q4 2025 | Jan 16, 2026 |
| TFB Advisors LLC | History | Reduced | 22,686 | 4,804 | 1.34% | 1.37% | 366 | -13 | -0.06% | Q4 2025 | Feb 13, 2026 |
| Stokes Family Office, LLC | History | Reduced | 22,630 | 4,792 | 0.44% | 0.45% | 367 | -306 | -1.33% | Q4 2025 | Feb 18, 2026 |
| CSM Advisors, LLC | History | Added to | 22,531 | 4,772 | 0.13% | 0.11% | 368 | +3,038 | 15.59% | Q4 2025 | Feb 11, 2026 |
| Valeo Financial Advisors, LLC | History | Reduced | 29,299 | 4,715 | 0.1% | 0.11% | 369 | -1,342 | -4.38% | Q4 2025 | Feb 04, 2026 |
| CULBERTSON A N & CO INC | History | Added to | 22,229 | 4,707 | 0.65% | 0.62% | 370 | +1,285 | 6.14% | Q4 2025 | Jan 21, 2026 |
| FIRST HORIZON CORP | History | Added to | 22,208 | 4,703 | 0.21% | 0.22% | 371 | +1 | 0.0% | Q4 2025 | Jan 27, 2026 |
| CGN Advisors LLC | History | Added to | 21,786 | 4,614 | 0.37% | 0.36% | 372 | +685 | 3.25% | Q4 2025 | Jan 05, 2026 |
| Seek First Inc. | History | Added to | 21,713 | 4,598 | 3.17% | 3.21% | 373 | +343 | 1.61% | Q4 2025 | Jan 30, 2026 |
| Glass Jacobson Investment Advisors llc | History | Reduced | 21,611 | 4,576 | 1.65% | 1.83% | 374 | -2,633 | -10.86% | Q4 2025 | Jan 22, 2026 |
| Mission Creek Capital Partners, Inc. | History | Reduced | 21,520 | 4,557 | 0.92% | 0.9% | 375 | -324 | -1.48% | Q4 2025 | Feb 12, 2026 |
| Waverly Advisors, LLC | History | Added to | 21,491 | 4,551 | 0.04% | 0.03% | 376 | +8,691 | 67.9% | Q4 2025 | Feb 17, 2026 |
| Vise Technologies, Inc. | History | Added to | 21,450 | 4,542 | 0.09% | 0.05% | 377 | +14,919 | 228.43% | Q4 2025 | Feb 11, 2026 |
| Roof Eidam Maycock Peralta, LLC | History | Added to | 21,415 | 4,535 | 1.03% | 1.07% | 378 | +256 | 1.21% | Q4 2025 | Jan 26, 2026 |
| Tortoise Investment Management, LLC | History | Reduced | 21,047 | 4,457 | 0.39% | 0.39% | 379 | -102 | -0.48% | Q4 2025 | Feb 06, 2026 |
| Marble Harbor Investment Counsel, LLC | History | Added to | 20,944 | 4,435 | 0.47% | 0.42% | 380 | +1,804 | 9.43% | Q4 2025 | Feb 06, 2026 |
| KPP Advisory Services LLC | History | Reduced | 20,930 | 4,432 | 0.64% | 1.02% | 381 | -12,053 | -36.54% | Q4 2025 | Feb 02, 2026 |
| TriaGen Wealth Management LLC | History | Added to | 20,739 | 4,392 | 1.14% | 1.1% | 382 | +485 | 2.39% | Q4 2025 | Jan 27, 2026 |
| Alhambra Investment Management LLC | History | Added to | 20,603 | 4,363 | 2.03% | 2.04% | 383 | +2 | 0.01% | Q4 2025 | Jan 15, 2026 |
| Beaumont Asset Management, L.L.C. | History | Reduced | 20,561 | 4,354 | 2.18% | 2.17% | 384 | -120 | -0.58% | Q4 2025 | Jan 21, 2026 |
| Rockbridge Investment Management, LCC | History | Reduced | 20,374 | 4,314 | 0.4% | 0.49% | 385 | -3,338 | -14.08% | Q4 2025 | Feb 04, 2026 |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | History | Added to | 20,214 | 4,281 | 1.01% | 1.02% | 386 | +282 | 1.41% | Q4 2025 | Feb 02, 2026 |
| Strategic Advisors LLC | History | Added to | 20,191 | 4,276 | 0.67% | 0.21% | 387 | +13,847 | 218.27% | Q4 2025 | Feb 10, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 20,176 | 4,273 | 0.02% | 0.02% | 388 | +628 | 3.21% | Q4 2025 | Feb 12, 2026 |
| Ascent Group, LLC | History | Reduced | 20,170 | 4,271 | 0.15% | 0.15% | 389 | -650 | -3.12% | Q4 2025 | Jan 20, 2026 |
| Valpey Financial Services, LLC | History | Added to | 20,162 | 4,270 | 2.73% | 2.75% | 390 | +44 | 0.22% | Q4 2025 | Mar 04, 2026 |
| SNS Financial Group, LLC | History | Reduced | 20,124 | 4,262 | 0.37% | 0.37% | 391 | -123 | -0.61% | Q4 2025 | Feb 02, 2026 |
| Hilltop National Bank | History | Added to | 20,055 | 4,247 | 1.03% | 0.96% | 392 | +1,287 | 6.86% | Q4 2025 | Jan 07, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 19,887 | 4,211 | 0.05% | 0.06% | 393 | -474 | -2.33% | Q4 2025 | Feb 09, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Added to | 19,886 | 4,211 | 0.46% | 0.47% | 394 | +257 | 1.31% | Q4 2025 | Feb 18, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 19,703 | 4,173 | 0.1% | 0.1% | 395 | +234 | 1.2% | Q4 2025 | Feb 13, 2026 |
| LOM Asset Management Ltd | History | Added to | 19,636 | 4,158 | 1.2% | 1.2% | 396 | +846 | 4.5% | Q4 2025 | Jan 23, 2026 |
| Falcon Wealth Planning | History | Reduced | 19,479 | 4,125 | 0.35% | 0.37% | 397 | -183 | -0.93% | Q4 2025 | Feb 03, 2026 |
| Krilogy Financial LLC | History | Reduced | 18,372 | 4,122 | 0.14% | 0.15% | 398 | -696 | -3.65% | Q4 2025 | Jan 27, 2026 |
| CATHY PARETO & ASSOCIATES, INC | History | Reduced | 19,325 | 4,092 | 2.84% | 3.11% | 399 | -441 | -2.23% | Q4 2025 | Jan 23, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | Added to | 19,228 | 4,072 | 0.06% | 0.06% | 400 | +1,005 | 5.52% | Q4 2025 | Feb 12, 2026 |
| BlueSky Wealth Advisors, LLC | History | Added to | 19,149 | 4,055 | 0.53% | 0.5% | 401 | +1,274 | 7.13% | Q4 2025 | Jan 26, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 19,095 | 4,044 | 0.08% | 0.08% | 402 | -451 | -2.31% | Q4 2025 | Jan 14, 2026 |
| Diversified Portfolios, Inc. | History | Reduced | 19,035 | 4,031 | 0.34% | 0.36% | 403 | -387 | -1.99% | Q4 2025 | Feb 09, 2026 |
| Martel Wealth Advisors Inc | History | Reduced | 18,950 | 4,013 | 0.69% | 0.7% | 404 | -98 | -0.51% | Q4 2025 | Jan 21, 2026 |
| CANTOR FITZGERALD, L. P. | History | New | 18,936 | 4,010 | 0.06% | — | 405 | +18,936 | New | Q4 2025 | Feb 17, 2026 |
| Ally Invest Advisors Inc. | History | Added to | 18,679 | 3,956 | 0.27% | 0.27% | 406 | +609 | 3.37% | Q4 2025 | Feb 13, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 18,650 | 3,949 | 0.1% | 0.12% | 407 | -4,823 | -20.55% | Q4 2025 | Feb 17, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 18,590 | 3,937 | 0.08% | 0.09% | 408 | +255 | 1.39% | Q4 2025 | Feb 09, 2026 |
| Wedmont Private Capital | History | Added to | 18,045 | 3,925 | 0.14% | 0.14% | 409 | +42 | 0.23% | Q4 2025 | Jan 08, 2026 |
| THEORY FINANCIAL LLC | History | Reduced | 17,327 | 3,888 | 1.31% | 1.37% | 410 | -1,313 | -7.04% | Q4 2025 | Feb 10, 2026 |
| STEVENS CAPITAL PARTNERS | History | Added to | 18,293 | 3,874 | 1.01% | 1.03% | 411 | +1,819 | 11.04% | Q4 2025 | Jan 27, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Added to | 18,164 | 3,846 | 0.54% | 0.59% | 412 | +141 | 0.78% | Q4 2025 | Jan 12, 2026 |
| Aspen Wealth Strategies, LLC | History | Added to | 18,116 | 3,836 | 2.1% | 1.97% | 413 | +1,087 | 6.38% | Q4 2025 | Jan 28, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 18,107 | 3,835 | 0.14% | 0.19% | 414 | -5,894 | -24.56% | Q4 2025 | Jan 27, 2026 |
| PITTENGER & ANDERSON INC | History | No change | 18,055 | 3,823 | 0.15% | 0.14% | 415 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| CENTRAL TRUST Co | History | Reduced | 17,978 | 3,807 | 0.07% | 0.09% | 416 | -1,698 | -8.63% | Q4 2025 | Feb 02, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | Reduced | 17,951 | 3,801 | 0.42% | 0.42% | 417 | -493 | -2.67% | Q4 2025 | Jan 29, 2026 |
| CWA Asset Management Group, LLC | History | Added to | 17,695 | 3,747 | 0.14% | 0.14% | 418 | +1 | 0.01% | Q4 2025 | Jan 07, 2026 |
| Echo45 Advisors LLC | History | Added to | 17,639 | 3,735 | 2.13% | 2.09% | 419 | +548 | 3.21% | Q4 2025 | Feb 06, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 17,497 | 3,705 | 0.89% | 0.89% | 420 | +1,048 | 6.37% | Q4 2025 | Jan 12, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 17,467 | 3,699 | 0.24% | 0.57% | 421 | -22,919 | -56.75% | Q4 2025 | Feb 03, 2026 |
| BlackRock, Inc. | History | Added to | 17,391 | 3,683 | 0.0% | 0.0% | 422 | +12,955 | 292.04% | Q4 2025 | Feb 12, 2026 |
| Goepper Burkhardt LLC | History | Reduced | 17,340 | 3,672 | 1.2% | 1.53% | 423 | -4,145 | -19.29% | Q4 2025 | Feb 09, 2026 |
| CWC Advisors, LLC. | History | Reduced | 17,212 | 3,645 | 1.76% | 1.8% | 424 | -403 | -2.29% | Q4 2025 | Jan 26, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 17,188 | 3,640 | 0.04% | 0.04% | 425 | -4,983 | -22.48% | Q4 2025 | Feb 13, 2026 |
| Integrity Wealth Solutions LLC | History | Reduced | 17,175 | 3,637 | 1.44% | 1.63% | 426 | -326 | -1.86% | Q4 2025 | Feb 02, 2026 |
| FIDUCIARY FAMILY OFFICE, LLC | History | No change | 17,160 | 3,634 | 1.04% | 1.02% | 427 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| FAS Wealth Partners, Inc. | History | Reduced | 17,013 | 3,603 | 0.23% | 0.24% | 428 | -207 | -1.2% | Q4 2025 | Feb 18, 2026 |
| Index Fund Advisors, Inc. | History | Reduced | 16,975 | 3,595 | 0.17% | 0.18% | 429 | -508 | -2.91% | Q4 2025 | Jan 29, 2026 |
| WARNER FINANCIAL, INC | History | Added to | 16,971 | 3,594 | 1.25% | 1.32% | 430 | +24 | 0.14% | Q4 2025 | Jan 21, 2026 |
| Fluent Financial, LLC | History | New | 16,803 | 3,558 | 1.36% | — | 431 | +16,803 | New | Q4 2025 | Jan 14, 2026 |
| Cranbrook Wealth Management, LLC | History | Reduced | 16,747 | 3,546 | 0.7% | 0.7% | 432 | -51 | -0.3% | Q4 2025 | Jan 28, 2026 |
| Heartwood Wealth Advisors LLC | History | Added to | 16,728 | 3,542 | 0.33% | 0.3% | 433 | +1,446 | 9.46% | Q4 2025 | Jan 12, 2026 |
| Wolff Financial Management LLC | History | Added to | 16,622 | 3,520 | 0.79% | 0.8% | 434 | +102 | 0.62% | Q4 2025 | Feb 06, 2026 |
| NewEdge Wealth, LLC | History | Added to | 16,609 | 3,517 | 0.04% | 0.05% | 435 | +414 | 2.56% | Q4 2025 | Feb 03, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 16,603 | 3,516 | 0.2% | 0.2% | 436 | +1 | 0.01% | Q4 2025 | Jan 14, 2026 |
| Werba Rubin Papier Wealth Management | History | Reduced | 16,555 | 3,506 | 0.95% | 0.57% | 437 | -221 | -1.32% | Q4 2025 | Jan 27, 2026 |
| FDx Advisors, Inc. | History | Reduced | 16,507 | 3,496 | 1.78% | 1.05% | 438 | -539 | -3.16% | Q4 2025 | Feb 10, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Reduced | 15,714 | 3,487 | 0.16% | 0.19% | 439 | -23 | -0.15% | Q4 2025 | Feb 03, 2026 |
| May Barnhard Investments LLC | History | Added to | 16,335 | 3,459 | 1.63% | 1.57% | 440 | +59 | 0.36% | Q4 2025 | Jan 28, 2026 |
| Essex Financial Services, Inc. | History | Added to | 16,316 | 3,455 | 0.2% | 0.19% | 441 | +733 | 4.7% | Q4 2025 | Feb 10, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 16,274 | 3,446 | 0.22% | 0.23% | 442 | +65 | 0.4% | Q4 2025 | Feb 06, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 16,254 | 3,442 | 0.13% | 0.13% | 443 | +888 | 5.78% | Q4 2025 | Feb 06, 2026 |
| GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. | History | New | 16,211 | 3,433 | 2.74% | — | 444 | +16,211 | New | Q4 2025 | Feb 12, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 16,181 | 3,426 | 0.08% | 0.08% | 445 | +788 | 5.12% | Q4 2025 | Jan 28, 2026 |
| rebel Financial LLC | History | New | 15,962 | 3,380 | 1.44% | — | 447 | +15,962 | New | Q4 2025 | Mar 27, 2026 |
| 3Chopt Investment Partners, LLC | History | No change | 15,961 | 3,380 | 0.76% | 0.76% | 446 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Forza Wealth Management, LLC | History | No change | 15,924 | 3,372 | 1.22% | 1.27% | 448 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Midwestern Financial, LLC /IA | History | Added to | 15,858 | 3,358 | 2.78% | 2.74% | 449 | +557 | 3.64% | Q4 2025 | Feb 06, 2026 |
| Evanson Asset Management, LLC | History | Added to | 15,818 | 3,350 | 0.18% | 0.18% | 450 | +349 | 2.26% | Q4 2025 | Jan 12, 2026 |
| NerdWallet Wealth Partners, LLC | History | Added to | 15,867 | 3,350 | 1.5% | 1.61% | 451 | +69 | 0.44% | Q4 2025 | Jan 13, 2026 |
| BALDWIN WEALTH PARTNERS LLC/MA | History | Added to | 15,774 | 3,340 | 0.21% | 0.21% | 452 | +10 | 0.06% | Q4 2025 | Jan 07, 2026 |
| Pathway Financial Advisors LLC | History | No change | 15,133 | 3,329 | 0.42% | 0.42% | 453 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | History | Added to | 15,718 | 3,328 | 1.66% | 1.55% | 454 | +816 | 5.48% | Q4 2025 | Jan 30, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 15,622 | 3,308 | 0.16% | 0.15% | 455 | +938 | 6.39% | Q4 2025 | Jan 20, 2026 |
| WealthShield Partners, LLC | History | Reduced | 15,567 | 3,297 | 0.36% | 0.41% | 456 | -1,729 | -10.0% | Q4 2025 | Feb 03, 2026 |
| Greenhouse Wealth Management, LLC | History | Reduced | 15,255 | 3,230 | 1.91% | 1.99% | 457 | -648 | -4.07% | Q4 2025 | Jan 21, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 15,240 | 3,227 | 0.17% | 0.18% | 458 | +236 | 1.57% | Q4 2025 | Jan 20, 2026 |
| Linscomb Wealth, Inc. | History | Added to | 15,161 | 3,210 | 0.13% | 0.13% | 459 | +531 | 3.63% | Q4 2025 | Feb 10, 2026 |
| Avantax Planning Partners, Inc. | History | Reduced | 15,154 | 3,209 | 0.09% | 0.11% | 460 | -2,648 | -14.87% | Q4 2025 | Feb 05, 2026 |
| Brindle & Bay Financial Advisors, LLC | History | New | 15,076 | 3,193 | 2.13% | — | 461 | +15,076 | New | Q4 2025 | Jan 29, 2026 |
| Choate Investment Advisors | History | Reduced | 15,074 | 3,192 | 0.06% | 0.09% | 462 | -4,773 | -24.05% | Q4 2025 | Feb 09, 2026 |
| Sageworth Trust Co | History | Reduced | 15,006 | 3,178 | 0.14% | 0.15% | 463 | -81 | -0.54% | Q4 2025 | Feb 03, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 14,935 | 3,163 | 0.02% | 0.02% | 464 | -36 | -0.24% | Q4 2025 | Feb 11, 2026 |
| Access Investment Management LLC | History | No change | 15,000 | 3,130 | 0.84% | 0.84% | 465 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Envision Financial LLC | History | Reduced | 14,778 | 3,129 | 1.65% | 1.85% | 466 | -688 | -4.45% | Q4 2025 | Jan 07, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | New | 14,667 | 3,106 | 0.52% | — | 467 | +14,667 | New | Q4 2025 | Feb 12, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | History | Added to | 14,397 | 3,049 | 0.48% | 0.52% | 468 | +721 | 5.27% | Q4 2025 | Feb 03, 2026 |
| GREENUP STREET WEALTH MANAGEMENT LLC | History | Reduced | 14,280 | 3,024 | 0.44% | 0.5% | 469 | -1,165 | -7.54% | Q4 2025 | Jan 23, 2026 |
| MSH Capital Advisors LLC | History | Reduced | 14,283 | 3,024 | 0.65% | 0.8% | 470 | -4 | -0.03% | Q4 2025 | Feb 09, 2026 |
| SONATA CAPITAL GROUP INC | History | Added to | 14,224 | 3,012 | 1.09% | 1.07% | 471 | +282 | 2.02% | Q4 2025 | Jan 26, 2026 |
| OLIO Financial Planning | History | Reduced | 14,048 | 2,975 | 0.83% | 0.91% | 472 | -786 | -5.3% | Q4 2025 | Jan 21, 2026 |
| NorthLanding Financial Partners, LLC | History | Added to | 14,039 | 2,973 | 2.39% | 2.37% | 473 | +408 | 2.99% | Q4 2025 | Jan 26, 2026 |
| 55 North Private Wealth, LLC | History | New | 13,857 | 2,934 | 0.77% | — | 474 | +13,857 | New | Q4 2025 | Jan 27, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 13,712 | 2,933 | 0.2% | 0.22% | 475 | -72 | -0.52% | Q4 2025 | Jan 15, 2026 |
| CHRISTINE MESSMER PC | History | New | 13,837 | 2,930 | 1.91% | — | 476 | +13,837 | New | Q4 2025 | Feb 03, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | Reduced | 13,776 | 2,917 | 0.46% | 0.53% | 477 | -1,610 | -10.46% | Q4 2025 | Jan 14, 2026 |
| Opulen Financial Group LLC | History | Added to | 13,704 | 2,902 | 2.11% | 2.15% | 478 | +90 | 0.66% | Q4 2025 | Feb 10, 2026 |
| Spire Wealth Management | History | Added to | 13,672 | 2,895 | 0.1% | 0.1% | 479 | +130 | 0.96% | Q4 2025 | Jan 14, 2026 |
| FOSTER & MOTLEY INC | History | Reduced | 13,629 | 2,887 | 0.15% | 0.17% | 480 | -1,440 | -9.56% | Q4 2025 | Jan 15, 2026 |
| Vawter Financial, Ltd. | History | No change | 13,607 | 2,881 | 1.22% | 1.29% | 481 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Reduced | 13,530 | 2,865 | 0.32% | 0.36% | 482 | -1,418 | -9.49% | Q4 2025 | Jan 08, 2026 |
| Gibraltar Capital Management, Inc. | History | Added to | 13,515 | 2,862 | 0.49% | 0.48% | 483 | +799 | 6.28% | Q4 2025 | Feb 02, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 13,513 | 2,861 | 0.01% | 0.01% | 484 | -83 | -0.61% | Q4 2025 | Feb 12, 2026 |
| Pillar Financial Advisors, LLC | History | No change | 13,500 | 2,859 | 1.72% | 1.77% | 485 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| CITIGROUP INC | History | Reduced | 13,475 | 2,853 | 0.0% | 0.0% | 486 | -7,329 | -35.23% | Q4 2025 | Feb 13, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 16,702 | 2,852 | 0.07% | 0.07% | 487 | -1,254 | -6.98% | Q4 2025 | Feb 11, 2026 |
| Acropolis Investment Management, LLC | History | Added to | 13,388 | 2,835 | 0.13% | 0.13% | 488 | +280 | 2.14% | Q4 2025 | Jan 14, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Reduced | 13,347 | 2,826 | 0.16% | 0.15% | 489 | -336 | -2.46% | Q4 2025 | Feb 06, 2026 |
| Composition Wealth, LLC | History | Reduced | 13,303 | 2,817 | 0.04% | 0.04% | 490 | -602 | -4.33% | Q4 2025 | Feb 02, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 13,174 | 2,790 | 0.06% | 0.06% | 491 | -1,883 | -12.51% | Q4 2025 | Feb 05, 2026 |
| AMG National Trust Bank | History | Reduced | 13,156 | 2,786 | 0.07% | 0.07% | 492 | -80 | -0.6% | Q4 2025 | Jan 30, 2026 |
| Verity Asset Management, Inc. | History | Reduced | 13,118 | 2,778 | 1.19% | 2.02% | 493 | -16,580 | -55.83% | Q4 2025 | Jan 30, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 13,016 | 2,756 | 0.01% | 0.01% | 494 | -55 | -0.42% | Q4 2025 | Feb 12, 2026 |
| Schneider Downs Wealth Management Advisors, LP | History | Added to | 12,952 | 2,743 | 0.31% | 0.32% | 495 | +120 | 0.94% | Q4 2025 | Feb 12, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 12,929 | 2,738 | 0.04% | 0.04% | 496 | +543 | 4.38% | Q4 2025 | Feb 12, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | Reduced | 12,892 | 2,730 | 0.92% | 0.99% | 497 | -341 | -2.58% | Q4 2025 | Jan 20, 2026 |
| O'ROURKE & COMPANY, Inc | History | Reduced | 12,811 | 2,713 | 1.06% | 1.13% | 498 | -118 | -0.91% | Q4 2025 | Jan 28, 2026 |
| Financial Freedom, LLC | History | Reduced | 12,725 | 2,695 | 1.34% | 1.41% | 499 | -852 | -6.28% | Q4 2025 | Feb 17, 2026 |
| Alpine Bank Wealth Management | History | No change | 12,685 | 2,686 | 0.38% | 0.37% | 500 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Beaird Harris Wealth Management, LLC | History | Added to | 12,619 | 2,672 | 0.18% | 0.19% | 501 | +28 | 0.22% | Q4 2025 | Feb 23, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 12,591 | 2,666 | 0.06% | 0.05% | 502 | +2,345 | 22.89% | Q4 2025 | Feb 05, 2026 |
| LS Investment Advisors, LLC | History | Reduced | 12,457 | 2,638 | 0.37% | 0.37% | 503 | -221 | -1.74% | Q4 2025 | Jan 26, 2026 |
| Arista Wealth Management, LLC | History | Reduced | 12,445 | 2,635 | 0.32% | 0.35% | 504 | -1,165 | -8.56% | Q4 2025 | Feb 09, 2026 |
| Trust Co of the South | History | Reduced | 12,402 | 2,626 | 0.42% | 0.48% | 505 | -1,526 | -10.96% | Q4 2025 | Jan 05, 2026 |
| REBALANCE, LLC | History | Added to | 12,287 | 2,602 | 0.15% | 0.15% | 506 | +7 | 0.06% | Q4 2025 | Jan 15, 2026 |
| ROBERTS GLORE & CO INC /IL/ | History | Reduced | 12,187 | 2,581 | 0.69% | 0.84% | 507 | -2,580 | -17.47% | Q4 2025 | Feb 05, 2026 |
| IVC Wealth Advisors LLC | History | Added to | 12,186 | 2,580 | 1.12% | 1.07% | 508 | +710 | 6.19% | Q4 2025 | Jan 16, 2026 |
| Capital Advisors Wealth Management, LLC | History | Reduced | 12,125 | 2,567 | 0.35% | 0.36% | 510 | -62 | -0.51% | Q4 2025 | Jan 21, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Added to | 12,125 | 2,567 | 0.16% | 0.17% | 509 | +2 | 0.02% | Q4 2025 | Jan 23, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 12,064 | 2,554 | 0.05% | 0.06% | 511 | -197 | -1.61% | Q4 2025 | Feb 03, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Reduced | 11,919 | 2,524 | 0.11% | 0.11% | 512 | -444 | -3.59% | Q4 2025 | Feb 09, 2026 |
| IFP Advisors, Inc | History | Added to | 11,898 | 2,519 | 0.06% | 0.06% | 513 | +1,356 | 12.86% | Q4 2025 | Feb 06, 2026 |
| SouthState Bank Corp | History | Reduced | 11,686 | 2,474 | 0.11% | 0.12% | 514 | -362 | -3.0% | Q4 2025 | Feb 11, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 11,657 | 2,468 | 0.01% | 0.01% | 515 | +4,654 | 66.46% | Q4 2025 | Feb 09, 2026 |
| Wealthspire Retirement, LLC | History | Added to | 11,648 | 2,466 | 0.15% | 0.14% | 516 | +1,041 | 9.81% | Q4 2025 | Feb 18, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 11,624 | 2,461 | 0.15% | 0.12% | 517 | +2,271 | 24.28% | Q4 2025 | Feb 10, 2026 |
| Plancorp, LLC | History | Reduced | 11,553 | 2,446 | 0.07% | 0.08% | 518 | -236 | -2.0% | Q4 2025 | Feb 05, 2026 |
| North Star Investment Management Corp. | History | Reduced | 11,543 | 2,444 | 0.15% | 0.16% | 519 | -407 | -3.41% | Q4 2025 | Jan 30, 2026 |
| Sterling Financial Planning, Inc. | History | Reduced | 11,462 | 2,427 | 0.73% | 0.75% | 520 | -2 | -0.02% | Q4 2025 | Jan 27, 2026 |
| Telos Capital Management, Inc. | History | Reduced | 11,343 | 2,402 | 0.22% | 0.23% | 521 | -274 | -2.36% | Q4 2025 | Jan 22, 2026 |
| Gradient Capital Advisors, LLC | History | Reduced | 11,326 | 2,398 | 0.62% | 0.65% | 522 | -230 | -1.99% | Q4 2025 | Feb 06, 2026 |
| Prospera Financial Services Inc | History | Reduced | 11,280 | 2,394 | 0.04% | 0.04% | 523 | -975 | -7.96% | Q4 2025 | Feb 09, 2026 |
| CLUNE & ASSOCIATES, LTD. | History | Added to | 11,306 | 2,394 | 0.52% | 0.58% | 524 | +263 | 2.38% | Q4 2025 | Feb 09, 2026 |
| Nikulski Financial, Inc. | History | Reduced | 11,271 | 2,387 | 0.57% | 0.75% | 525 | -3,045 | -21.27% | Q4 2025 | Jan 15, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | Reduced | 11,154 | 2,362 | 0.76% | 0.46% | 526 | -2,363 | -17.48% | Q4 2025 | Jan 27, 2026 |
| Midwest Financial Group LLC | History | Added to | 11,076 | 2,345 | 1.04% | 1.09% | 527 | +126 | 1.15% | Q4 2025 | Jan 20, 2026 |
| Mustard Seed Financial, LLC | History | Added to | 11,048 | 2,339 | 1.47% | 1.46% | 528 | +191 | 1.76% | Q4 2025 | Jan 23, 2026 |
| SHAYNE & JACOBS, LLC | History | No change | 10,942 | 2,317 | 0.7% | 0.71% | 529 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| SEEDS INVESTOR LLC | History | Added to | 10,940 | 2,316 | 0.44% | 0.48% | 530 | +93 | 0.86% | Q4 2025 | Jan 27, 2026 |
| FIDUCIARY ADVISORS, INC. | History | Added to | 10,920 | 2,312 | 1.76% | 1.79% | 531 | +279 | 2.62% | Q4 2025 | Jan 27, 2026 |
| FIRST UNITED BANK & TRUST | History | Added to | 10,832 | 2,294 | 0.73% | 0.62% | 532 | +1,716 | 18.82% | Q4 2025 | Jan 21, 2026 |
| Sage Mountain Advisors LLC | History | No change | 10,797 | 2,286 | 0.12% | 0.13% | 533 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Simmons Bank | History | Reduced | 10,684 | 2,262 | 0.15% | 0.15% | 534 | -397 | -3.58% | Q4 2025 | Feb 05, 2026 |
| Matisse Capital | History | No change | 10,652 | 2,255 | 1.01% | 1.0% | 535 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Powerhouse Assets LLC | History | New | 10,622 | 2,249 | 1.98% | — | 536 | +10,622 | New | Q4 2025 | Jan 15, 2026 |
| RoundAngle Advisors LLC | History | Added to | 10,614 | 2,247 | 1.64% | 1.67% | 537 | +297 | 2.88% | Q4 2025 | Jan 12, 2026 |
| Monetary Solutions, Ltd | History | New | 10,598 | 2,244 | 2.21% | — | 538 | +10,598 | New | Q4 2025 | Feb 23, 2026 |
| WP Advisors, LLC | History | Reduced | 10,550 | 2,234 | 0.56% | 0.63% | 539 | -1,398 | -11.7% | Q4 2025 | Jan 28, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 10,528 | 2,229 | 0.01% | 0.01% | 540 | -135 | -1.27% | Q4 2025 | Jan 30, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 10,496 | 2,222 | 0.03% | 0.03% | 541 | +65 | 0.62% | Q4 2025 | Jan 20, 2026 |
| Arlington Financial Advisors, LLC | History | New | 10,477 | 2,218 | 0.32% | — | 542 | +10,477 | New | Q4 2025 | Jan 12, 2026 |
| Livet Wealth, LLC | History | New | 10,438 | 2,210 | 1.36% | — | 543 | +10,438 | New | Q4 2025 | Feb 13, 2026 |
| Coquina Private Wealth LLC | History | New | 10,418 | 2,206 | 1.77% | — | 544 | +10,418 | New | Q4 2025 | Jan 29, 2026 |
| SlateStone Wealth, LLC | History | Reduced | 10,411 | 2,205 | 0.18% | 0.19% | 545 | -124 | -1.18% | Q4 2025 | Feb 11, 2026 |
| CJM Wealth Advisers, Ltd. | History | Reduced | 10,402 | 2,203 | 0.66% | 0.67% | 546 | -65 | -0.62% | Q4 2025 | Jan 23, 2026 |
| Quotient Wealth Partners, LLC | History | Reduced | 10,397 | 2,201 | 0.06% | 0.06% | 547 | -319 | -2.98% | Q4 2025 | Jan 22, 2026 |
| BTC Capital Management, Inc. | History | Added to | 10,313 | 2,184 | 0.15% | 0.14% | 548 | +602 | 6.2% | Q4 2025 | Jan 15, 2026 |
| Newton One Investments LLC | History | Added to | 10,255 | 2,171 | 0.64% | 0.63% | 549 | +34 | 0.33% | Q4 2025 | Jan 23, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 10,241 | 2,169 | 0.25% | 0.34% | 550 | +873 | 9.32% | Q4 2025 | Feb 13, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 10,227 | 2,166 | 0.17% | 0.18% | 551 | +79 | 0.78% | Q4 2025 | Feb 04, 2026 |
| Family Legacy, Inc. | History | Added to | 10,223 | 2,165 | 0.65% | 0.64% | 552 | +198 | 1.98% | Q4 2025 | Feb 04, 2026 |
| Probity Advisors, Inc. | History | Reduced | 10,219 | 2,164 | 0.35% | 0.36% | 553 | -308 | -2.93% | Q4 2025 | Jan 27, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Reduced | 10,188 | 2,157 | 0.03% | 0.03% | 554 | -17 | -0.17% | Q4 2025 | Jan 22, 2026 |
| USAdvisors Wealth Management, LLC | History | Added to | 10,123 | 2,143 | 0.71% | 0.7% | 555 | +326 | 3.33% | Q4 2025 | Feb 05, 2026 |
| Roundview Capital LLC | History | No change | 10,032 | 2,124 | 0.13% | 0.13% | 556 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| One Charles Private Wealth Services, LLC | History | Added to | 10,004 | 2,118 | 0.55% | 0.55% | 557 | +2 | 0.02% | Q4 2025 | Feb 06, 2026 |
| Archford Capital Strategies, LLC | History | Reduced | 9,997 | 2,117 | 0.25% | 0.26% | 558 | -323 | -3.13% | Q4 2025 | Jan 15, 2026 |
| Fortitude Family Office, LLC | History | No change | 10,000 | 2,117 | 0.49% | 0.56% | 559 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| BESSEMER GROUP INC | History | Added to | 9,990 | 2,116 | 0.0% | 0.0% | 560 | +87 | 0.88% | Q4 2025 | Feb 05, 2026 |
| OPTIMA CAPITAL LLC | History | Reduced | 9,951 | 2,107 | 0.91% | 1.21% | 561 | -1,948 | -16.37% | Q4 2025 | Jan 23, 2026 |
| Red Tortoise LLC | History | Added to | 9,937 | 2,104 | 0.89% | 0.68% | 562 | +2,372 | 31.35% | Q4 2025 | Jan 22, 2026 |
| WAYSTONE ADVISORS LLC | History | New | 9,925 | 2,102 | 1.8% | — | 564 | +9,925 | New | Q4 2025 | Feb 09, 2026 |
| RMR Capital Management, LLC | History | Reduced | 9,928 | 2,102 | 1.51% | 1.57% | 563 | -823 | -7.66% | Q4 2025 | Feb 12, 2026 |
| AlphaCore Capital LLC | History | Added to | 9,905 | 2,097 | 0.05% | 0.07% | 565 | +531 | 5.66% | Q4 2025 | Feb 05, 2026 |
| TOBIAS FINANCIAL ADVISORS, INC. | History | Reduced | 9,885 | 2,093 | 0.3% | 0.32% | 566 | -201 | -1.99% | Q4 2025 | Feb 13, 2026 |
| Center For Asset Management LLC | History | Reduced | 9,815 | 2,078 | 1.09% | 1.15% | 567 | -488 | -4.74% | Q4 2025 | Jan 21, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Reduced | 9,731 | 2,060 | 0.23% | 0.25% | 568 | -119 | -1.21% | Q4 2025 | Jan 09, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Added to | 9,654 | 2,044 | 0.26% | 0.27% | 569 | +473 | 5.15% | Q4 2025 | Feb 04, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 9,505 | 2,013 | 0.03% | 0.03% | 570 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Added to | 9,481 | 2,007 | 0.11% | 0.1% | 571 | +643 | 7.28% | Q4 2025 | Jan 13, 2026 |
| Curtis Advisory Group, LLC | History | Added to | 9,450 | 2,001 | 0.42% | 0.45% | 572 | +38 | 0.4% | Q4 2025 | Jan 23, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Reduced | 9,433 | 1,997 | 0.06% | 0.06% | 573 | -20 | -0.21% | Q4 2025 | Feb 03, 2026 |
| Greenspring Advisors, LLC | History | Added to | 9,423 | 1,995 | 0.12% | 0.12% | 574 | +6,198 | 192.19% | Q4 2025 | Feb 10, 2026 |
| IF Advisors, LLC | History | New | 9,309 | 1,971 | 1.6% | — | 575 | +9,309 | New | Q4 2025 | Feb 10, 2026 |
| Sowell Financial Services LLC | History | Reduced | 9,274 | 1,964 | 0.07% | 0.08% | 576 | -308 | -3.21% | Q4 2025 | Jan 21, 2026 |
| BROWN WEALTH MANAGEMENT, LLC | History | Reduced | 9,267 | 1,962 | 0.52% | 0.76% | 577 | -3,680 | -28.42% | Q4 2025 | Feb 06, 2026 |
| Magnus Financial Group LLC | History | Reduced | 9,200 | 1,948 | 0.15% | 0.15% | 578 | -190 | -2.02% | Q4 2025 | Jan 07, 2026 |
| Walkner Condon Financial Advisors LLC | History | Reduced | 9,172 | 1,942 | 0.27% | 0.31% | 579 | -118 | -1.27% | Q4 2025 | Jan 21, 2026 |
| Triune Financial Partners, LLC | History | Reduced | 8,701 | 1,941 | 0.45% | 0.48% | 580 | -398 | -4.37% | Q4 2025 | Feb 02, 2026 |
| Financially in Tune, LLC | History | New | 9,161 | 1,940 | 1.81% | — | 581 | +9,161 | New | Q4 2025 | Feb 27, 2026 |
| Donalies Financial Planning, LLC | History | New | 9,130 | 1,933 | 1.65% | — | 582 | +9,130 | New | Q4 2025 | Feb 17, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Reduced | 9,124 | 1,932 | 0.14% | 0.13% | 583 | -40 | -0.44% | Q4 2025 | Feb 12, 2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | History | Reduced | 9,085 | 1,924 | 0.47% | 0.9% | 584 | -9,937 | -52.24% | Q4 2025 | Jan 08, 2026 |
| Topsail Wealth Management, LLC | History | No change | 9,071 | 1,921 | 0.28% | 0.32% | 585 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Shared Vision Wealth Group LLC | History | Added to | 8,527 | 1,913 | 0.77% | 0.51% | 586 | +2,778 | 48.32% | Q4 2025 | Feb 11, 2026 |
| WEALTHSPAN PARTNERS, LLC | History | Reduced | 9,001 | 1,906 | 0.69% | 0.73% | 588 | -202 | -2.19% | Q4 2025 | Jan 27, 2026 |
| Guidance Point Advisors, LLC | History | Added to | 9,002 | 1,906 | 0.44% | 0.45% | 587 | +55 | 0.61% | Q4 2025 | Feb 11, 2026 |
| RIVERSEDGE ADVISORS, LLC | History | Reduced | 8,993 | 1,904 | 0.31% | 0.34% | 589 | -728 | -7.49% | Q4 2025 | Jan 07, 2026 |
| O'Connor Financial Group LLC | History | Added to | 8,487 | 1,904 | 0.76% | 0.74% | 590 | +81 | 0.96% | Q4 2025 | Jan 26, 2026 |
| CHILTON INVESTMENT CO INC. | History | No change | 8,986 | 1,903 | 0.04% | 0.04% | 591 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Pine Valley Investments Ltd Liability Co | History | Reduced | 8,963 | 1,898 | 0.09% | 0.09% | 592 | -45 | -0.5% | Q4 2025 | Feb 13, 2026 |
| Mutual Advisors, LLC | History | Added to | 8,962 | 1,897 | 0.04% | 0.04% | 593 | +67 | 0.75% | Q4 2025 | Feb 02, 2026 |
| MARINO, STRAM & ASSOCIATES LLC | History | Added to | 8,941 | 1,893 | 0.34% | 0.32% | 594 | +500 | 5.92% | Q4 2025 | Jan 16, 2026 |
| Pioneer Wealth Management Group | History | Added to | 8,890 | 1,882 | 0.57% | 0.59% | 595 | +194 | 2.23% | Q4 2025 | Jan 12, 2026 |
| OFC FINANCIAL PLANNING, LLC | History | Added to | 8,888 | 1,882 | 1.79% | 1.8% | 596 | +175 | 2.01% | Q4 2025 | Feb 04, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 8,860 | 1,876 | 0.03% | 0.03% | 597 | +431 | 5.11% | Q4 2025 | Feb 09, 2026 |
| MB Generational Wealth, LLC | History | Added to | 8,833 | 1,870 | 0.99% | 1.12% | 598 | +406 | 4.82% | Q4 2025 | Feb 10, 2026 |
| WESBANCO BANK INC | History | Reduced | 8,826 | 1,869 | 0.05% | 0.06% | 599 | -1,266 | -12.54% | Q4 2025 | Feb 03, 2026 |
| NorthRock Partners, LLC | History | Reduced | 8,780 | 1,859 | 0.03% | 0.03% | 600 | -361 | -3.95% | Q4 2025 | Feb 17, 2026 |
| Grove Bank & Trust | History | Reduced | 8,702 | 1,842 | 0.21% | 0.21% | 601 | -65 | -0.74% | Q4 2025 | Jan 08, 2026 |
| DUNCKER STREETT & CO INC | History | Reduced | 8,662 | 1,834 | 0.33% | 0.32% | 602 | -43 | -0.49% | Q4 2025 | Jan 27, 2026 |
| VANCE WEALTH, LLC | History | Reduced | 8,630 | 1,827 | 0.54% | 0.57% | 603 | -167 | -1.9% | Q4 2025 | Feb 17, 2026 |
| InvesTrust | History | Added to | 8,583 | 1,817 | 0.7% | 0.65% | 604 | +134 | 1.59% | Q4 2025 | Jan 14, 2026 |
| Compton Wealth Advisory Group, LLC | History | No change | 8,547 | 1,810 | 0.4% | 0.41% | 605 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Argent Trust Co | History | No change | 8,483 | 1,796 | 0.06% | 0.06% | 606 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 8,462 | 1,792 | 0.08% | 0.08% | 607 | +14 | 0.17% | Q4 2025 | Feb 17, 2026 |
| BLUEDOOR PRIVATE WEALTH, LLC | History | New | 8,453 | 1,790 | 0.83% | — | 608 | +8,453 | New | Q4 2025 | Feb 17, 2026 |
| Breakwater Capital Group | History | Added to | 8,448 | 1,789 | 0.25% | 0.26% | 609 | +125 | 1.5% | Q4 2025 | Jan 09, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 8,447 | 1,788 | 0.13% | 0.11% | 611 | +1,860 | 28.24% | Q4 2025 | Feb 13, 2026 |
| CHAPIN DAVIS, INC. | History | Added to | 8,444 | 1,788 | 0.42% | 0.43% | 610 | +33 | 0.39% | Q4 2025 | Jan 30, 2026 |
| TRITONPOINT WEALTH, LLC | History | Reduced | 8,442 | 1,787 | 0.18% | 0.19% | 612 | -2,105 | -19.96% | Q4 2025 | Jan 20, 2026 |
| Windward Private Wealth Management Inc. | History | Reduced | 8,412 | 1,781 | 0.62% | 0.64% | 613 | -489 | -5.49% | Q4 2025 | Feb 02, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 8,408 | 1,780 | 0.0% | 0.0% | 614 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SAPIENT CAPITAL LLC | History | Added to | 8,318 | 1,779 | 0.02% | 0.01% | 615 | +3,750 | 82.09% | Q4 2025 | Feb 05, 2026 |
| Payne Capital LLC | History | Reduced | 8,346 | 1,767 | 1.8% | 1.78% | 616 | -89 | -1.06% | Q4 2025 | Jan 20, 2026 |
| Paragon Capital Management Ltd | History | Reduced | 8,335 | 1,765 | 0.35% | 0.33% | 617 | -36 | -0.43% | Q4 2025 | Jan 22, 2026 |
| Jacobs Equity LLC | History | New | 8,305 | 1,758 | 1.69% | — | 618 | +8,305 | New | Q4 2025 | Feb 19, 2026 |
| Diversified Enterprises, LLC | History | Added to | 8,293 | 1,756 | 0.1% | 0.1% | 619 | +1,396 | 20.24% | Q4 2025 | Jan 28, 2026 |
| SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. | History | Added to | 7,827 | 1,756 | 1.17% | 1.04% | 620 | +663 | 9.25% | Q4 2025 | Feb 17, 2026 |
| Tranquility Partners, LLC | History | Reduced | 8,271 | 1,751 | 0.63% | 0.6% | 621 | -230 | -2.71% | Q4 2025 | Feb 03, 2026 |
| Vestwell Advisors, LLC | History | Added to | 8,230 | 1,743 | 0.26% | 0.54% | 622 | +1,012 | 14.02% | Q4 2025 | Feb 13, 2026 |
| City State Bank | History | No change | 8,183 | 1,733 | 0.47% | 0.49% | 623 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Strategic Blueprint, LLC | History | Added to | 8,178 | 1,732 | 0.1% | 0.06% | 624 | +1,530 | 23.01% | Q4 2025 | Jan 30, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 8,157 | 1,727 | 0.03% | 0.03% | 625 | +377 | 4.85% | Q4 2025 | Feb 12, 2026 |
| FINANCIAL COUNSELORS INC | History | Reduced | 8,106 | 1,716 | 2.38% | 3.64% | 626 | -5,017 | -38.23% | Q4 2025 | Feb 03, 2026 |
| Klingman & Associates, LLC | History | Added to | 8,030 | 1,700 | 0.08% | 0.04% | 627 | +4,144 | 106.64% | Q4 2025 | Jan 29, 2026 |
| Stirlingshire Investments, Inc. | History | New | 7,975 | 1,689 | 1.5% | — | 628 | +7,975 | New | Q4 2025 | Feb 11, 2026 |
| SC&H Financial Advisors, Inc. | History | Added to | 7,949 | 1,683 | 0.26% | 0.25% | 629 | +624 | 8.52% | Q4 2025 | Jan 21, 2026 |
| OneAscent Financial Services LLC | History | Added to | 7,939 | 1,681 | 0.15% | 0.03% | 630 | +6,890 | 656.82% | Q4 2025 | Feb 11, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | Added to | 7,839 | 1,660 | 0.1% | 0.09% | 631 | +1,221 | 18.45% | Q4 2025 | Feb 17, 2026 |
| McGlone Suttner Wealth Management, Inc. | History | Reduced | 7,821 | 1,656 | 0.22% | 0.23% | 632 | -113 | -1.42% | Q4 2025 | Jan 15, 2026 |
| Monument Group Wealth Advisors, LLC | History | Reduced | 7,805 | 1,653 | 0.9% | 1.01% | 633 | -422 | -5.13% | Q4 2025 | Jan 15, 2026 |
| BOKF, NA | History | Reduced | 7,773 | 1,646 | 0.03% | 0.03% | 634 | -824 | -9.58% | Q4 2025 | Feb 03, 2026 |
| Clarity Capital Advisors, LLC | History | Added to | 7,767 | 1,644 | 0.82% | 0.87% | 635 | +68 | 0.88% | Q4 2025 | Feb 11, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Added to | 7,706 | 1,633 | 0.53% | 0.96% | 636 | +264 | 3.55% | Q4 2025 | Jan 22, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 7,649 | 1,619 | 0.06% | 0.06% | 637 | -388 | -4.83% | Q4 2025 | Jan 12, 2026 |
| Alteri Wealth LLC | History | Added to | 7,589 | 1,607 | 0.52% | 0.51% | 638 | +442 | 6.18% | Q4 2025 | Feb 11, 2026 |
| TRUST CO OF VERMONT | History | Reduced | 7,534 | 1,595 | 0.07% | 0.07% | 639 | -414 | -5.21% | Q4 2025 | Jan 16, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 7,499 | 1,588 | 0.12% | 0.08% | 640 | +3,132 | 71.72% | Q4 2025 | Jan 07, 2026 |
| Infinity Wealth Counsel, LLC | History | Added to | 7,502 | 1,588 | 1.45% | 1.48% | 641 | +175 | 2.39% | Q4 2025 | Jan 15, 2026 |
| BigSur Wealth Management LLC | History | No change | 7,466 | 1,581 | 0.38% | 0.38% | 642 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | History | Reduced | 7,462 | 1,580 | 0.25% | 0.25% | 643 | -194 | -2.53% | Q4 2025 | Jan 23, 2026 |
| Hardy Reed LLC | History | No change | 7,436 | 1,574 | 0.11% | 0.11% | 644 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Baker Ellis Asset Management LLC | History | Added to | 7,382 | 1,563 | 0.19% | 0.18% | 645 | +236 | 3.3% | Q4 2025 | Jan 21, 2026 |
| Michels Family Financial, LLC | History | Added to | 7,378 | 1,562 | 1.15% | 1.16% | 646 | +260 | 3.65% | Q4 2025 | Feb 19, 2026 |
| BANK OF HAWAII | History | Reduced | 7,371 | 1,561 | 0.08% | 0.08% | 647 | -126 | -1.68% | Q4 2025 | Mar 03, 2026 |
| Soltis Investment Advisors LLC | History | Added to | 7,368 | 1,560 | 0.1% | 0.07% | 648 | +2,595 | 54.37% | Q4 2025 | Apr 02, 2026 |
| SIMON QUICK ADVISORS, LLC | History | No change | 7,299 | 1,545 | 0.07% | 0.07% | 649 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 7,273 | 1,540 | 0.08% | 0.09% | 650 | +21 | 0.29% | Q4 2025 | Jan 26, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 7,271 | 1,539 | 0.07% | 0.09% | 651 | +234 | 3.33% | Q4 2025 | Jan 28, 2026 |
| One Day In July LLC | History | Reduced | 7,245 | 1,534 | 0.13% | 0.13% | 652 | -5 | -0.07% | Q4 2025 | Feb 04, 2026 |
| BCS Wealth Management | History | Added to | 7,237 | 1,532 | 0.15% | 0.17% | 653 | +3,671 | 102.94% | Q4 2025 | Jan 26, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Reduced | 7,210 | 1,527 | 0.33% | 0.57% | 654 | -796 | -9.94% | Q4 2025 | Feb 12, 2026 |
| Blue Trust, Inc. | History | Reduced | 7,178 | 1,520 | 0.02% | 0.02% | 655 | -348 | -4.62% | Q4 2025 | Jan 16, 2026 |
| Ballentine Partners, LLC | History | Reduced | 7,142 | 1,512 | 0.02% | 0.02% | 656 | -64 | -0.89% | Q4 2025 | Feb 03, 2026 |
| 3EDGE Asset Management, LP | History | Reduced | 7,095 | 1,502 | 0.08% | 0.09% | 657 | -385 | -5.15% | Q4 2025 | Feb 06, 2026 |
| Cooksen Wealth, LLC | History | Reduced | 7,080 | 1,499 | 1.1% | 1.15% | 658 | -297 | -4.03% | Q4 2025 | Jan 20, 2026 |
| Precision Wealth Strategies, LLC | History | Reduced | 7,065 | 1,496 | 0.48% | 0.54% | 659 | -901 | -11.31% | Q4 2025 | Jan 30, 2026 |
| Legacy Edge Advisors, LLC | History | New | 7,016 | 1,485 | 0.16% | — | 660 | +7,016 | New | Q4 2025 | Feb 02, 2026 |
| Asset Dedication, LLC | History | Added to | 6,984 | 1,479 | 0.1% | 0.1% | 661 | +117 | 1.7% | Q4 2025 | Jan 26, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 6,909 | 1,463 | 0.01% | 0.01% | 662 | +428 | 6.6% | Q4 2025 | Feb 12, 2026 |
| Forest Hill Capital, LLC | History | No change | 6,900 | 1,461 | 0.75% | 0.85% | 663 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| FULTON BANK, N.A. | History | No change | 6,895 | 1,460 | 0.05% | 0.05% | 664 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Graetz Wealth LLC | History | New | 6,881 | 1,457 | 1.33% | — | 667 | +6,881 | New | Q4 2025 | Feb 12, 2026 |
| JT Stratford LLC | History | Added to | 6,881 | 1,457 | 0.19% | 0.12% | 666 | +2,610 | 61.11% | Q4 2025 | Feb 12, 2026 |
| Intellectus Partners, LLC | History | Reduced | 6,882 | 1,457 | 0.28% | 0.3% | 665 | -500 | -6.77% | Q4 2025 | Feb 10, 2026 |
| BSW Wealth Partners | History | Reduced | 6,860 | 1,452 | 0.17% | 0.21% | 668 | -1,262 | -15.54% | Q4 2025 | Jan 23, 2026 |
| Evergreen Wealth Management, LLC | History | Reduced | 6,830 | 1,446 | 0.73% | 0.78% | 669 | -293 | -4.11% | Q4 2025 | Feb 06, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | Added to | 6,814 | 1,443 | 0.68% | 0.68% | 670 | +3 | 0.04% | Q4 2025 | Feb 13, 2026 |
| McNamara Financial Services, Inc. | History | Reduced | 6,779 | 1,435 | 0.27% | 0.27% | 671 | -178 | -2.56% | Q4 2025 | Jan 21, 2026 |
| GFS Advisors, LLC | History | No change | 6,764 | 1,432 | 0.17% | 0.18% | 672 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| ALESCO ADVISORS LLC | History | Added to | 6,746 | 1,428 | 0.04% | 0.04% | 673 | +281 | 4.35% | Q4 2025 | Jan 28, 2026 |
| Aegis Wealth Management LLC | History | Reduced | 6,735 | 1,426 | 0.81% | 1.23% | 674 | -4,283 | -38.87% | Q4 2025 | Jan 14, 2026 |
| Genesis Financial Group, LLC | History | New | 6,695 | 1,417 | 0.82% | — | 675 | +6,695 | New | Q4 2025 | Jan 16, 2026 |
| Brand Asset Management Group, Inc. | History | Reduced | 6,675 | 1,413 | 0.4% | 0.48% | 676 | -1,515 | -18.5% | Q4 2025 | Feb 11, 2026 |
| WealthCare Investment Partners, LLC | History | Reduced | 6,591 | 1,413 | 0.41% | 0.45% | 677 | -98 | -1.47% | Q4 2025 | Jan 06, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Added to | 6,667 | 1,412 | 0.02% | 0.02% | 678 | +279 | 4.37% | Q4 2025 | Feb 09, 2026 |
| DRAVO BAY LLC | History | Added to | 6,665 | 1,411 | 0.59% | 0.6% | 679 | +125 | 1.91% | Q4 2025 | Jan 27, 2026 |
| Trilogy Capital Inc. | History | Added to | 6,621 | 1,402 | 0.06% | 0.04% | 680 | +2,663 | 67.28% | Q4 2025 | Jan 22, 2026 |
| Coordinated Financial Services, Inc. | History | Added to | 6,619 | 1,401 | 0.81% | 0.86% | 681 | +192 | 2.99% | Q4 2025 | Feb 09, 2026 |
| Newman Dignan & Sheerar, Inc. | History | Reduced | 6,612 | 1,400 | 0.29% | 0.3% | 682 | -52 | -0.78% | Q4 2025 | Jan 22, 2026 |
| Fortis Capital Advisors, LLC | History | Added to | 6,614 | 1,400 | 0.21% | 0.22% | 683 | +29 | 0.44% | Q4 2025 | Jan 27, 2026 |
| PLANNING DIRECTIONS INC | History | Reduced | 6,570 | 1,391 | 0.7% | 0.72% | 684 | -12 | -0.18% | Q4 2025 | Jan 21, 2026 |
| ProVise Management Group, LLC | History | Reduced | 6,548 | 1,386 | 0.1% | 0.11% | 685 | -299 | -4.37% | Q4 2025 | Jan 29, 2026 |
| Trust Co | History | Added to | 6,543 | 1,385 | 0.13% | 0.11% | 686 | +1,153 | 21.39% | Q4 2025 | Jan 15, 2026 |
| Friday Financial | History | Added to | 6,526 | 1,382 | 0.49% | 0.36% | 687 | +2,433 | 59.44% | Q4 2025 | Jan 09, 2026 |
| Weitzel Financial Services, Inc. | History | Added to | 6,403 | 1,373 | 0.53% | 0.52% | 688 | +188 | 3.02% | Q4 2025 | Feb 03, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 6,473 | 1,370 | 0.0% | 0.0% | 689 | +547 | 9.23% | Q4 2025 | Feb 10, 2026 |
| Kovack Advisors, Inc. | History | Added to | 6,447 | 1,365 | 0.06% | 0.09% | 691 | +1,701 | 35.84% | Q4 2025 | Feb 17, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 6,446 | 1,365 | 0.04% | 0.04% | 690 | -341 | -5.02% | Q4 2025 | Jan 09, 2026 |
| Dynamic Financial Group | History | Added to | 6,434 | 1,362 | 1.16% | 1.13% | 692 | +206 | 3.31% | Q4 2025 | Jan 26, 2026 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | History | Added to | 6,426 | 1,360 | 0.31% | 0.31% | 693 | +106 | 1.68% | Q4 2025 | Jan 12, 2026 |
| Arbor Investment Advisors, LLC | History | Reduced | 6,393 | 1,353 | 0.18% | 0.17% | 694 | -56 | -0.87% | Q4 2025 | Jan 23, 2026 |
| Stembrook Asset Management, LLC | History | New | 6,379 | 1,351 | 1.28% | — | 695 | +6,379 | New | Q4 2025 | Feb 13, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 6,378 | 1,350 | 0.04% | 0.04% | 696 | +204 | 3.3% | Q4 2025 | Feb 13, 2026 |
| BKM Wealth Management, LLC | History | Added to | 6,317 | 1,337 | 0.49% | 0.42% | 697 | +910 | 16.83% | Q4 2025 | Jan 29, 2026 |
| 1834 INVESTMENT ADVISORS CO | History | Reduced | 6,301 | 1,334 | 0.17% | 0.17% | 698 | -264 | -4.02% | Q4 2025 | Jan 29, 2026 |
| WEALTH ALLIANCE, LLC | History | Reduced | 6,272 | 1,328 | 0.13% | 0.14% | 699 | -415 | -6.21% | Q4 2025 | Feb 13, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | Reduced | 6,250 | 1,323 | 0.11% | 0.11% | 700 | -92 | -1.45% | Q4 2025 | Feb 06, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 6,226 | 1,318 | 0.03% | 0.04% | 701 | -55 | -0.88% | Q4 2025 | Feb 02, 2026 |
| CVA Family Office, LLC | History | Reduced | 6,201 | 1,313 | 0.15% | 0.21% | 702 | -1,747 | -21.98% | Q4 2025 | Jan 12, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | No change | 6,197 | 1,312 | 0.0% | 0.0% | 703 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| UPTICK PARTNERS, LLC | History | Added to | 6,189 | 1,310 | 0.28% | 0.28% | 704 | +1,065 | 20.78% | Q4 2025 | Feb 02, 2026 |
| Savvy Advisors, Inc. | History | Added to | 6,173 | 1,307 | 0.04% | 0.05% | 705 | +896 | 16.98% | Q4 2025 | Jan 20, 2026 |
| Cove Private Wealth, LLC | History | No change | 6,165 | 1,305 | 0.39% | 0.41% | 706 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Maridea Wealth Management LLC | History | Added to | 6,151 | 1,302 | 0.2% | 0.2% | 708 | +95 | 1.57% | Q4 2025 | Jan 08, 2026 |
| Cadent Capital Advisors, LLC | History | Reduced | 6,150 | 1,302 | 0.33% | 0.34% | 707 | -2 | -0.03% | Q4 2025 | Jan 13, 2026 |
| FSA Investment Group, LLC | History | Added to | 6,142 | 1,300 | 0.79% | 0.8% | 709 | +5 | 0.08% | Q4 2025 | Jan 13, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Reduced | 6,134 | 1,299 | 0.08% | 0.08% | 710 | -631 | -9.33% | Q4 2025 | Jan 20, 2026 |
| Three Arch Wealth Management LLC | History | New | 6,092 | 1,290 | 0.24% | — | 711 | +6,092 | New | Q4 2025 | Feb 13, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Added to | 6,084 | 1,288 | 0.0% | 0.0% | 712 | +5,343 | 721.05% | Q4 2025 | Feb 13, 2026 |
| HALL CAPITAL MANAGEMENT CO INC | History | Added to | 6,064 | 1,284 | 0.5% | 0.49% | 713 | +105 | 1.76% | Q4 2025 | Feb 17, 2026 |
| Community Financial Services Group, LLC | History | Reduced | 6,041 | 1,279 | 0.23% | 0.29% | 714 | -1,568 | -20.61% | Q4 2025 | Jan 15, 2026 |
| Meridian Financial Advisors, LLC | History | Reduced | 6,006 | 1,272 | 0.69% | 0.72% | 715 | -120 | -1.96% | Q4 2025 | Jan 23, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | Reduced | 5,996 | 1,269 | 0.61% | 0.61% | 716 | -50 | -0.83% | Q4 2025 | Feb 05, 2026 |
| Texas Bank & Trust Co | History | Added to | 5,972 | 1,264 | 0.46% | 0.47% | 717 | +58 | 0.98% | Q4 2025 | Feb 06, 2026 |
| VSM Wealth Advisory, LLC | History | Added to | 5,917 | 1,252 | 0.38% | 0.31% | 719 | +1,095 | 22.71% | Q4 2025 | Feb 06, 2026 |
| Revisor Wealth Management LLC | History | Reduced | 5,529 | 1,252 | 0.34% | 0.4% | 718 | -93 | -1.65% | Q4 2025 | Jan 27, 2026 |
| Bruce G. Allen Investments, LLC | History | Added to | 5,900 | 1,249 | 0.84% | 0.8% | 720 | +526 | 9.79% | Q4 2025 | Feb 10, 2026 |
| Total Wealth Planning, LLC | History | Reduced | 5,862 | 1,241 | 2.66% | 2.62% | 721 | -102,813 | -94.61% | Q4 2025 | Feb 13, 2026 |
| Empower Advisory Group, LLC | History | Reduced | 5,862 | 1,241 | 0.0% | 0.0% | 722 | -812 | -12.17% | Q4 2025 | Feb 12, 2026 |
| Insight Advisors, LLC/ PA | History | Reduced | 5,818 | 1,232 | 0.19% | 0.19% | 723 | -18 | -0.31% | Q4 2025 | Feb 11, 2026 |
| Indivisible Partners | History | New | 5,799 | 1,228 | 0.13% | — | 724 | +5,799 | New | Q4 2025 | Feb 03, 2026 |
| TRUE Private Wealth Advisors | History | Reduced | 5,789 | 1,226 | 0.12% | 0.13% | 725 | -525 | -8.31% | Q4 2025 | Feb 13, 2026 |
| Strategic Financial Partners, Ltd. | History | Reduced | 5,775 | 1,223 | 0.53% | 0.56% | 726 | -94 | -1.6% | Q4 2025 | Feb 11, 2026 |
| Caprock Group, LLC | History | Reduced | 5,766 | 1,221 | 0.03% | 0.03% | 727 | -482 | -7.71% | Q4 2025 | Jan 28, 2026 |
| ARK & TLK INVESTMENTS, LLC | History | Reduced | 5,754 | 1,218 | 0.34% | 0.4% | 728 | -302 | -4.99% | Q4 2025 | Feb 10, 2026 |
| Apriem Advisors | History | Reduced | 5,745 | 1,216 | 0.11% | 0.11% | 729 | -2 | -0.03% | Q4 2025 | Feb 13, 2026 |
| Harpswell Capital Advisors, LLC | History | Added to | 5,736 | 1,214 | 0.96% | 1.01% | 731 | +650 | 12.78% | Q4 2025 | Feb 11, 2026 |
| WESCAP Management Group, Inc. | History | No change | 5,736 | 1,214 | 0.25% | 0.25% | 730 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 5,700 | 1,207 | 0.0% | 0.0% | 732 | -3,900 | -40.63% | Q4 2025 | Feb 12, 2026 |
| United Advisor Group, LLC | History | Added to | 5,670 | 1,200 | 0.15% | 0.16% | 733 | +5 | 0.09% | Q4 2025 | Jan 26, 2026 |
| Mascagni Wealth Management, Inc. | History | Reduced | 5,633 | 1,193 | 0.89% | 0.95% | 734 | -286 | -4.83% | Q4 2025 | Feb 11, 2026 |
| Sherman Wealth Management LLC | History | New | 5,597 | 1,185 | 1.03% | — | 735 | +5,597 | New | Q4 2025 | Jan 15, 2026 |
| CHATHAM CAPITAL GROUP, INC. | History | Reduced | 5,589 | 1,183 | 0.17% | 0.17% | 736 | -40 | -0.71% | Q4 2025 | Jan 14, 2026 |
| Coastal Bridge Advisors, LLC | History | Added to | 5,567 | 1,179 | 0.09% | 0.08% | 737 | +680 | 13.91% | Q4 2025 | Feb 18, 2026 |
| St. Louis Trust Co | History | No change | 5,564 | 1,178 | 0.14% | 0.14% | 738 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Clear Point Advisors Inc. | History | Reduced | 5,559 | 1,177 | 0.91% | 0.94% | 739 | -265 | -4.55% | Q4 2025 | Feb 10, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Added to | 5,552 | 1,175 | 0.26% | 0.28% | 740 | +64 | 1.17% | Q4 2025 | Jan 09, 2026 |
| Compass Financial Group, INC/SD | History | Added to | 5,539 | 1,173 | 0.17% | 0.17% | 741 | +58 | 1.06% | Q4 2025 | Jan 27, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | No change | 5,537 | 1,172 | 0.87% | 0.94% | 742 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Capital Squared Financial LLC | History | Added to | 5,514 | 1,167 | 0.91% | 0.81% | 743 | +1,047 | 23.44% | Q4 2025 | Apr 17, 2026 |
| Petix & Botte Co | History | Reduced | 5,506 | 1,166 | 0.26% | 0.29% | 746 | -462 | -7.74% | Q4 2025 | Feb 05, 2026 |
| GHP Investment Advisors, Inc. | History | Reduced | 5,506 | 1,166 | 0.05% | 0.05% | 744 | -46 | -0.83% | Q4 2025 | Jan 27, 2026 |
| Certified Advisory Corp | History | Added to | 5,506 | 1,166 | 0.11% | 0.11% | 745 | +37 | 0.68% | Q4 2025 | Jan 12, 2026 |
| Topel & Distasi Wealth Management, LLC | History | No change | 5,505 | 1,165 | 0.57% | 0.57% | 747 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| MidAtlantic Capital Management, Inc. | History | No change | 5,474 | 1,159 | 0.74% | 0.78% | 748 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Level Financial Advisors | History | Reduced | 5,418 | 1,147 | 0.3% | 0.34% | 749 | -319 | -5.56% | Q4 2025 | Jan 26, 2026 |
| TruNorth Capital Management, LLC | History | No change | 5,382 | 1,139 | 0.22% | 0.22% | 750 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| CAMBRIDGE CAPITAL MANAGEMENT, LLC | History | Added to | 5,363 | 1,135 | 0.51% | 0.53% | 751 | +54 | 1.02% | Q4 2025 | Jan 28, 2026 |
| Resurgent Financial Advisors LLC | History | Added to | 5,291 | 1,120 | 0.56% | 0.53% | 752 | +71 | 1.36% | Q4 2025 | Feb 12, 2026 |
| Main Street Financial Solutions, LLC | History | Reduced | 5,286 | 1,119 | 0.08% | 0.07% | 753 | -100 | -1.86% | Q4 2025 | Feb 17, 2026 |
| Iron Gate Global Advisors LLC | History | Added to | 5,278 | 1,117 | 0.11% | 0.11% | 754 | +78 | 1.5% | Q4 2025 | Feb 17, 2026 |
| Meritas Wealth Management, LLC | History | Added to | 5,277 | 1,117 | 0.54% | 0.54% | 755 | +15 | 0.29% | Q4 2025 | Jan 14, 2026 |
| Painted Porch Advisors LLC | History | New | 5,266 | 1,115 | 0.45% | — | 756 | +5,266 | New | Q4 2025 | Mar 19, 2026 |
| Bestgate Wealth Advisors, LLC | History | Added to | 5,212 | 1,103 | 1.94% | 1.64% | 757 | +769 | 17.31% | Q4 2025 | Jan 16, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | Reduced | 5,204 | 1,102 | 0.12% | 0.13% | 758 | -41 | -0.78% | Q4 2025 | Jan 14, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 4,901 | 1,102 | 0.03% | 0.03% | 759 | +3 | 0.06% | Q4 2025 | Jan 23, 2026 |
| Grange Capital, LLC | History | Reduced | 5,169 | 1,094 | 1.05% | 1.08% | 760 | -184 | -3.44% | Q4 2025 | Feb 03, 2026 |
| John A. Wolfe & Associates, Inc. | History | New | 5,164 | 1,093 | 0.59% | — | 761 | +5,164 | New | Q4 2025 | Mar 16, 2026 |
| King Wealth Management Group | History | Reduced | 5,149 | 1,091 | 0.13% | 0.14% | 762 | -116 | -2.2% | Q4 2025 | Feb 09, 2026 |
| High Net Worth Advisory Group LLC | History | Reduced | 5,125 | 1,085 | 0.25% | 0.27% | 763 | -302 | -5.56% | Q4 2025 | Jan 23, 2026 |
| Dentgroup LLC | History | No change | 5,111 | 1,082 | 0.74% | 0.69% | 764 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 5,102 | 1,081 | 0.03% | 0.03% | 765 | +243 | 5.0% | Q4 2025 | Feb 12, 2026 |
| EVOKE WEALTH, LLC | History | No change | 5,097 | 1,079 | 0.02% | 0.02% | 766 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Ballast Financial Advisors LLC | History | New | 5,064 | 1,072 | 1.1% | — | 767 | +5,064 | New | Q4 2025 | Feb 17, 2026 |
| American Financial Advisors, LLC | History | Added to | 5,027 | 1,064 | 0.14% | 0.13% | 768 | +41 | 0.82% | Q4 2025 | Feb 03, 2026 |
| Pekin Hardy Strauss, Inc. | History | Added to | 5,020 | 1,063 | 0.1% | 0.1% | 769 | +190 | 3.93% | Q4 2025 | Jan 30, 2026 |
| Clal Insurance Enterprises Holdings Ltd | History | Added to | 5,000 | 1,059 | 0.01% | 0.0% | 770 | +2,000 | 66.67% | Q4 2025 | Feb 13, 2026 |
| PURE PORTFOLIOS HOLDINGS LLC | History | No change | 4,993 | 1,057 | 0.32% | 0.33% | 771 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| McClarren Financial Advisors, Inc. | History | Added to | 5,785 | 1,051 | 0.63% | 0.7% | 772 | +646 | 12.57% | Q4 2025 | Jan 13, 2026 |
| Principia Wealth Advisory, LLC | History | Reduced | 4,961 | 1,050 | 0.66% | 0.94% | 773 | -1,565 | -23.98% | Q4 2025 | Feb 10, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Added to | 4,937 | 1,045 | 0.18% | — | 774 | +4,936 | 493600.0% | Q4 2025 | Feb 10, 2026 |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | History | Reduced | 4,925 | 1,043 | 0.65% | 0.82% | 775 | -974 | -16.51% | Q4 2025 | Feb 10, 2026 |
| HOGE FINANCIAL SERVICES, LLC | History | Added to | 4,923 | 1,042 | 0.56% | 0.59% | 776 | +24 | 0.49% | Q4 2025 | Jan 29, 2026 |
| Net Worth Advisory Group | History | Added to | 4,905 | 1,038 | 0.21% | 0.08% | 777 | +3,651 | 291.15% | Q4 2025 | Jan 14, 2026 |
| Visionary Wealth Advisors | History | Reduced | 4,883 | 1,034 | 0.05% | 0.05% | 778 | -182 | -3.59% | Q4 2025 | Feb 13, 2026 |
| RFP Financial Group LLC | History | No change | 4,880 | 1,033 | 0.49% | 0.41% | 779 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| LongView Wealth Management | History | Reduced | 4,608 | 1,022 | 0.25% | 0.27% | 780 | -120 | -2.54% | Q4 2025 | Jan 13, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | Reduced | 4,825 | 1,021 | 0.15% | 0.17% | 781 | -439 | -8.34% | Q4 2025 | Feb 03, 2026 |
| Fermata Advisors, LLC | History | Reduced | 4,820 | 1,020 | 0.24% | 0.26% | 783 | -184 | -3.68% | Q4 2025 | Jan 08, 2026 |
| Kathmere Capital Management, LLC | History | Added to | 4,817 | 1,020 | 0.07% | 0.07% | 782 | +39 | 0.82% | Q4 2025 | Jan 13, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Reduced | 4,809 | 1,018 | 0.08% | 0.07% | 784 | -297 | -5.82% | Q4 2025 | Jan 23, 2026 |
| Saxony Capital Management, LLC | History | Added to | 4,797 | 1,015 | 0.62% | 0.53% | 785 | +947 | 24.6% | Q4 2025 | Jan 15, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Reduced | 4,791 | 1,014 | 0.02% | 0.02% | 786 | -1,608 | -25.13% | Q4 2025 | Feb 05, 2026 |
| Schwallier Wealth Management LLC | History | Reduced | 4,543 | 1,013 | 0.65% | 0.74% | 787 | -1,150 | -20.2% | Q4 2025 | Feb 11, 2026 |
| Asempa Wealth Advisors | History | New | 4,780 | 1,012 | 0.87% | — | 788 | +4,780 | New | Q4 2025 | Jan 08, 2026 |
| KEB ASSET MANAGEMENT, LLC | History | Reduced | 4,725 | 1,000 | 0.2% | 0.22% | 789 | -80 | -1.66% | Q4 2025 | Jan 09, 2026 |
| Spinnaker Investment Group, LLC | History | Added to | 4,706 | 996 | 0.18% | 0.14% | 790 | +1,067 | 29.32% | Q4 2025 | Jan 12, 2026 |
| Providence Capital Advisors, LLC | History | Reduced | 4,698 | 994 | 0.17% | 0.18% | 791 | -209 | -4.26% | Q4 2025 | Feb 12, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Added to | 4,681 | 991 | 0.02% | 0.02% | 792 | +578 | 14.09% | Q4 2025 | Feb 03, 2026 |
| Sagace Wealth Management LLC | History | Added to | 4,683 | 991 | 0.67% | 0.66% | 793 | +41 | 0.88% | Q4 2025 | Feb 02, 2026 |
| Retirement Planning Group, LLC | History | Reduced | 4,668 | 988 | 0.03% | 0.04% | 794 | -657 | -12.34% | Q4 2025 | Feb 03, 2026 |
| Octavia Wealth Advisors, LLC | History | Reduced | 4,663 | 987 | 0.09% | 0.11% | 795 | -405 | -7.99% | Q4 2025 | Jan 23, 2026 |
| Baldwin Investment Management, LLC | History | Reduced | 4,654 | 985 | 0.11% | 0.11% | 796 | -87 | -1.84% | Q4 2025 | Feb 13, 2026 |
| Cypress Point Wealth Management, LLC | History | Added to | 4,643 | 983 | 0.21% | 0.2% | 797 | +22 | 0.48% | Q4 2025 | Feb 02, 2026 |
| Burns Matteson Capital Management, LLC | History | Reduced | 4,633 | 981 | 0.34% | 0.39% | 798 | -150 | -3.14% | Q4 2025 | Jan 15, 2026 |
| Capital Analysts, LLC | History | Reduced | 4,612 | 977 | 0.03% | 0.03% | 799 | -215 | -4.45% | Q4 2025 | Feb 11, 2026 |
| Beacon Financial Advisory LLC | History | Reduced | 4,600 | 974 | 0.23% | 0.22% | 800 | -33 | -0.71% | Q4 2025 | Feb 17, 2026 |
| Csenge Advisory Group | History | Added to | 4,588 | 971 | 0.04% | 0.04% | 801 | +123 | 2.75% | Q4 2025 | Feb 06, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 4,577 | 969 | 0.06% | 0.03% | 802 | +2,429 | 113.08% | Q4 2025 | Feb 10, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | Reduced | 4,569 | 967 | 0.1% | 0.1% | 803 | -426 | -8.53% | Q4 2025 | Jan 20, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 4,537 | 960 | 0.01% | 0.01% | 804 | +164 | 3.75% | Q4 2025 | Feb 02, 2026 |
| AIRE ADVISORS, LLC | History | Added to | 4,527 | 958 | 0.18% | 0.17% | 805 | +12 | 0.27% | Q4 2025 | Feb 17, 2026 |
| Western Wealth Management, LLC | History | Added to | 4,518 | 956 | 0.04% | 0.03% | 806 | +1,352 | 42.7% | Q4 2025 | Feb 05, 2026 |
| Marion Wealth Management | History | No change | 4,261 | 956 | 0.21% | 0.21% | 807 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Financial Alternatives, Inc | History | No change | 4,489 | 950 | 0.55% | 0.57% | 808 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Goelzer Investment Management, Inc. | History | Reduced | 4,464 | 945 | 0.04% | 0.05% | 809 | -18 | -0.4% | Q4 2025 | Jan 14, 2026 |
| West Branch Capital LLC | History | Reduced | 4,428 | 937 | 0.24% | 0.31% | 810 | -1,232 | -21.77% | Q4 2025 | Jan 16, 2026 |
| HFG Advisors, Inc. | History | Reduced | 4,426 | 937 | 0.68% | 0.74% | 811 | -380 | -7.91% | Q4 2025 | Feb 13, 2026 |
| Prospera Capital Management, LLC | History | No change | 4,421 | 936 | 0.47% | 0.45% | 812 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Vannoy Advisory Group, Inc. | History | Reduced | 4,390 | 929 | 0.59% | 0.61% | 814 | -76 | -1.7% | Q4 2025 | Jan 15, 2026 |
| Conrad Siegel Investment Advisors, Inc. | History | Reduced | 4,388 | 929 | 0.18% | 0.19% | 813 | -7 | -0.16% | Q4 2025 | Jan 14, 2026 |
| Canal Capital Management, LLC | History | No change | 4,382 | 928 | 0.13% | 0.14% | 815 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| IFG Advisory, LLC | History | Added to | 4,337 | 918 | 0.04% | 0.04% | 817 | +359 | 9.02% | Q4 2025 | Feb 10, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 4,337 | 918 | 0.02% | 0.02% | 816 | +7 | 0.16% | Q4 2025 | Jan 23, 2026 |
| DOPKINS WEALTH MANAGEMENT, LLC | History | Reduced | 4,326 | 916 | 0.37% | 0.39% | 819 | -51 | -1.17% | Q4 2025 | Jan 09, 2026 |
| IFG Advisors, LLC | History | Added to | 4,329 | 916 | 0.15% | 0.15% | 818 | +8 | 0.19% | Q4 2025 | Jan 13, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | Added to | 4,325 | 915 | 0.1% | 0.1% | 820 | +3 | 0.07% | Q4 2025 | Jan 09, 2026 |
| SVRN Asset Management, LLC | History | New | 4,296 | 909 | 0.75% | — | 821 | +4,296 | New | Q4 2025 | Feb 13, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 4,290 | 908 | 0.03% | 0.04% | 822 | -190 | -4.24% | Q4 2025 | Feb 17, 2026 |
| Mezzasalma Advisors, LLC | History | Added to | 4,228 | 905 | 0.22% | 0.22% | 823 | +34 | 0.81% | Q4 2025 | Jan 21, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | New | 4,272 | 904 | 0.06% | — | 825 | +4,272 | New | Q4 2025 | Feb 11, 2026 |
| Koenig Investment Advisory, LLC | History | New | 3,900 | 904 | 0.73% | — | 826 | +3,900 | New | Q4 2025 | Mar 03, 2026 |
| Jacobi Capital Management LLC | History | Added to | 4,270 | 904 | 0.05% | 0.05% | 824 | +6 | 0.14% | Q4 2025 | Feb 13, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 4,256 | 901 | 0.01% | 0.01% | 827 | -295 | -6.48% | Q4 2025 | Jan 30, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | No change | 4,230 | 895 | 0.03% | 0.03% | 828 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Clarius Group, LLC | History | Added to | 4,208 | 891 | 0.05% | 0.05% | 829 | +6 | 0.14% | Q4 2025 | Jan 14, 2026 |
| truNorth Financial Services, Inc. | History | New | 4,187 | 886 | 0.96% | — | 830 | +4,187 | New | Q4 2025 | Feb 17, 2026 |
| RS CRUM INC. | History | Reduced | 4,111 | 870 | 0.17% | 0.2% | 831 | -134 | -3.16% | Q4 2025 | Feb 17, 2026 |
| CERTUITY, LLC | History | No change | 4,112 | 870 | 0.05% | 0.06% | 832 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Caitlin John, LLC | History | Added to | 4,103 | 869 | 0.57% | 0.59% | 834 | +42 | 1.03% | Q4 2025 | Feb 18, 2026 |
| Balefire, LLC | History | Reduced | 4,104 | 869 | 0.17% | 0.17% | 833 | -28 | -0.68% | Q4 2025 | Jan 12, 2026 |
| Fearless Solutions, LLC dba Best Invest | History | Reduced | 4,095 | 867 | 0.53% | 0.55% | 835 | -12 | -0.29% | Q4 2025 | Jan 20, 2026 |
| Disciplined Investments, LLC | History | Reduced | 4,074 | 862 | 0.33% | 0.38% | 836 | -494 | -10.81% | Q4 2025 | Feb 05, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Added to | 4,072 | 862 | 0.16% | 0.17% | 837 | +229 | 5.96% | Q4 2025 | Feb 09, 2026 |
| Freestone Capital Holdings, LLC | History | Reduced | 4,051 | 857 | 0.03% | 0.03% | 838 | -1,284 | -24.07% | Q4 2025 | Jan 23, 2026 |
| J. Derek Lewis & Associates Inc. | History | New | 4,043 | 856 | 0.2% | — | 839 | +4,043 | New | Q4 2025 | Mar 23, 2026 |
| RETIREMENT PLANNING GROUP, LLC / NY | History | Added to | 4,040 | 855 | 0.58% | 0.41% | 841 | +1,402 | 53.15% | Q4 2025 | Feb 02, 2026 |
| Anchor Investment Management, LLC | History | Reduced | 4,039 | 855 | 0.07% | 0.07% | 840 | -14 | -0.35% | Q4 2025 | Feb 26, 2026 |
| CANANDAIGUA NATIONAL BANK & TRUST CO | History | Reduced | 4,033 | 854 | 0.08% | 0.08% | 842 | -329 | -7.54% | Q4 2025 | Jan 30, 2026 |
| Madison Wealth Partners, Inc | History | Added to | 4,024 | 852 | 0.16% | 0.14% | 843 | +616 | 18.08% | Q4 2025 | Feb 10, 2026 |
| CITY HOLDING CO | History | Reduced | 4,018 | 850 | 0.1% | 0.11% | 844 | -150 | -3.6% | Q4 2025 | Jan 22, 2026 |
| Smithfield Trust Co | History | No change | 3,982 | 845 | 0.04% | 0.04% | 845 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| LPWM LLC | History | Added to | 3,978 | 842 | 0.21% | 0.12% | 846 | +1,758 | 79.19% | Q4 2025 | Jan 06, 2026 |
| Envision Financial Planning, LLC | History | No change | 3,977 | 842 | 0.32% | 0.35% | 847 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| American Money Management, LLC | History | Added to | 3,959 | 838 | 0.13% | 0.13% | 848 | +183 | 4.85% | Q4 2025 | Feb 10, 2026 |
| Berkeley, Inc | History | Reduced | 3,944 | 835 | 0.27% | 0.27% | 850 | -151 | -3.69% | Q4 2025 | Jan 26, 2026 |
| Embree Financial Group | History | Added to | 3,945 | 835 | 0.1% | 0.11% | 849 | +9 | 0.23% | Q4 2025 | Jan 14, 2026 |
| MorganRosel Wealth Management, LLC | History | Added to | 3,932 | 832 | 0.21% | 0.2% | 851 | +288 | 7.9% | Q4 2025 | Feb 13, 2026 |
| HUB Investment Partners, LLC | History | Reduced | 3,919 | 830 | 0.02% | 0.03% | 852 | -121 | -3.0% | Q4 2025 | Feb 17, 2026 |
| WILLNER & HELLER, LLC | History | Added to | 3,915 | 829 | 0.6% | 0.61% | 853 | +121 | 3.19% | Q4 2025 | Jan 12, 2026 |
| Armbruster Capital Management, Inc. | History | No change | 3,911 | 828 | 0.14% | 0.14% | 854 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Mayfair Advisory Group, LLC | History | Added to | 3,830 | 821 | 0.32% | 0.34% | 855 | +35 | 0.92% | Q4 2025 | Jan 21, 2026 |
| One Capital Management, LLC | History | Added to | 3,850 | 815 | 0.02% | 0.01% | 856 | +2,016 | 109.92% | Q4 2025 | Feb 10, 2026 |
| Sightline Wealth Advisors, LLC | History | Added to | 3,830 | 811 | 0.35% | 0.35% | 857 | +74 | 1.97% | Q4 2025 | Jan 26, 2026 |
| SageView Advisory Group, LLC | History | Reduced | 3,820 | 809 | 0.03% | 0.03% | 858 | -790 | -17.14% | Q4 2025 | Feb 17, 2026 |
| Fonville Wealth Management LLC | History | Reduced | 3,785 | 801 | 0.16% | 0.18% | 859 | -105 | -2.7% | Q4 2025 | Jan 23, 2026 |
| COMPASS CAPITAL CORP /MA/ /ADV | History | Added to | 3,439 | 800 | 0.31% | 0.31% | 860 | +8 | 0.23% | Q4 2025 | Feb 12, 2026 |
| Quantum Financial Advisors, LLC | History | Reduced | 3,776 | 799 | 0.09% | 0.1% | 861 | -201 | -5.05% | Q4 2025 | Jan 12, 2026 |
| Richmond Investment Services, LLC | History | Added to | 3,774 | 799 | 0.14% | 0.15% | 862 | +15 | 0.4% | Q4 2025 | Feb 12, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Added to | 3,748 | 793 | 0.1% | 0.1% | 863 | +16 | 0.43% | Q4 2025 | Jan 07, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 3,723 | 788 | 0.0% | 0.0% | 864 | +157 | 4.4% | Q4 2025 | Feb 11, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | Added to | 3,723 | 788 | 0.17% | 0.2% | 865 | +31 | 0.84% | Q4 2025 | Feb 13, 2026 |
| Wealth Preservation Advisors, LLC | History | Reduced | 3,722 | 788 | 0.4% | 0.46% | 866 | -25 | -0.67% | Q4 2025 | Feb 23, 2026 |
| Westhampton Capital, LLC | History | Added to | 3,718 | 787 | 0.37% | 0.37% | 867 | +94 | 2.59% | Q4 2025 | Jan 30, 2026 |
| Glassman Wealth Services | History | Reduced | 3,720 | 787 | 0.11% | 0.11% | 868 | -4 | -0.11% | Q4 2025 | Jan 28, 2026 |
| Life Planning Partners, Inc | History | Added to | 3,666 | 776 | 0.59% | 0.54% | 869 | +141 | 4.0% | Q4 2025 | Jan 16, 2026 |
| Larson Financial Group LLC | History | Reduced | 3,657 | 774 | 0.03% | 0.03% | 870 | -931 | -20.29% | Q4 2025 | Feb 06, 2026 |
| SIGNATUREFD, LLC | History | Added to | 3,651 | 773 | 0.01% | 0.01% | 871 | +7 | 0.19% | Q4 2025 | Jan 20, 2026 |
| Wescott Financial Advisory Group, LLC | History | Added to | 3,651 | 773 | 0.07% | 0.07% | 872 | +1 | 0.03% | Q4 2025 | Feb 12, 2026 |
| KDT Advisors, LLC | History | No change | 3,650 | 773 | 1.08% | 1.11% | 873 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Accretive Wealth Partners, LLC | History | Reduced | 3,644 | 771 | 0.23% | 0.23% | 874 | -43 | -1.17% | Q4 2025 | Jan 28, 2026 |
| LIBRA WEALTH LLC | History | No change | 3,627 | 768 | 0.21% | 0.23% | 875 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Dougherty Wealth Advisers LLC | History | Reduced | 3,614 | 765 | 0.43% | 0.57% | 876 | -637 | -14.98% | Q4 2025 | Jan 29, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 3,612 | 764 | 0.0% | 0.0% | 877 | -2,533 | -41.22% | Q4 2025 | Feb 06, 2026 |
| Arete Wealth Advisors, LLC | History | Reduced | 3,595 | 761 | 0.05% | 0.05% | 878 | -521 | -12.66% | Q4 2025 | Feb 13, 2026 |
| Boston Partners | History | Added to | 3,585 | 759 | 0.0% | 0.0% | 880 | +234 | 6.98% | Q4 2025 | Feb 13, 2026 |
| Chesley Taft & Associates LLC | History | Added to | 3,587 | 759 | 0.03% | 0.03% | 879 | +100 | 2.87% | Q4 2025 | Jan 14, 2026 |
| Physician Wealth Advisors, Inc. | History | Reduced | 3,587 | 759 | 0.11% | 0.11% | 881 | -20 | -0.55% | Q4 2025 | Jan 29, 2026 |
| Caldwell Trust Co | History | Reduced | 3,565 | 755 | 0.07% | 0.07% | 882 | -107 | -2.91% | Q4 2025 | Jan 30, 2026 |
| Victrix Investment Advisors | History | New | 3,563 | 754 | 0.29% | — | 883 | +3,563 | New | Q4 2025 | Feb 11, 2026 |
| Arrowroot Family Office, LLC | History | Added to | 3,556 | 753 | 0.27% | 0.29% | 884 | +14 | 0.4% | Q4 2025 | Feb 11, 2026 |
| Wilmington Savings Fund Society, FSB | History | Reduced | 3,538 | 749 | 0.02% | 0.02% | 885 | -19 | -0.53% | Q4 2025 | Feb 12, 2026 |
| Oldfather Financial Services, LLC | History | Added to | 3,503 | 741 | 0.22% | 0.16% | 886 | +994 | 39.62% | Q4 2025 | Jan 16, 2026 |
| Agate Pass Investment Management, LLC | History | No change | 3,503 | 741 | 0.28% | 0.28% | 887 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT | History | Reduced | 3,495 | 740 | 0.26% | 0.27% | 888 | -1 | -0.03% | Q4 2025 | Jan 27, 2026 |
| Crestwood Advisors Group, LLC | History | Added to | 3,494 | 739 | 0.01% | 0.01% | 889 | +319 | 10.05% | Q4 2025 | Feb 03, 2026 |
| Destiny Wealth Partners, LLC | History | No change | 3,282 | 736 | 0.08% | 0.08% | 890 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Elm Partners Management LLC | History | Reduced | 3,471 | 735 | 0.03% | 0.05% | 891 | -1,151 | -24.9% | Q4 2025 | Feb 10, 2026 |
| Greykasell Wealth Strategies, Inc. | History | Added to | 3,474 | 735 | 0.29% | 0.3% | 892 | +9 | 0.26% | Q4 2025 | Feb 11, 2026 |
| Merited Wealth, LLC | History | New | 3,461 | 733 | 0.68% | — | 893 | +3,461 | New | Q4 2025 | Mar 26, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | New | 3,460 | 732 | 0.1% | — | 894 | +3,460 | New | Q4 2025 | Feb 04, 2026 |
| Yukon Wealth Management, Inc. | History | Reduced | 3,185 | 727 | 0.42% | 0.23% | 897 | -150 | -4.5% | Q4 2025 | Feb 10, 2026 |
| MCDONALD PARTNERS LLC | History | Added to | 3,434 | 727 | 0.23% | 0.21% | 895 | +51 | 1.51% | Q4 2025 | Feb 02, 2026 |
| WINEBRENNER CAPITAL MANAGEMENT LLC | History | Reduced | 3,437 | 727 | 0.48% | 0.52% | 896 | -9 | -0.26% | Q4 2025 | Jan 07, 2026 |
| Medallion Wealth Advisors, LLC | History | Added to | 3,419 | 724 | 0.24% | 0.24% | 898 | +109 | 3.29% | Q4 2025 | Apr 24, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 3,378 | 715 | 0.02% | 0.02% | 899 | -232 | -6.43% | Q4 2025 | Feb 17, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | New | 3,324 | 711 | 0.02% | — | 900 | +3,324 | New | Q4 2025 | Feb 13, 2026 |
| Rooted Wealth Advisors, Inc. | History | Added to | 3,112 | 710 | 0.2% | 0.17% | 901 | +504 | 19.33% | Q4 2025 | Feb 09, 2026 |
| Bedel Financial Consulting, Inc. | History | Added to | 3,339 | 707 | 0.08% | 0.09% | 902 | +31 | 0.94% | Q4 2025 | Jan 28, 2026 |
| Novak & Powell Financial Services, Inc. | History | No change | 3,322 | 703 | 0.37% | 0.36% | 903 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| STAGE HARBOR FINANCIAL, LLC | History | Reduced | 3,285 | 695 | 0.47% | 0.56% | 904 | -417 | -11.26% | Q4 2025 | Feb 17, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 3,281 | 694 | 0.02% | 0.02% | 905 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Tactive Advisors, LLC | History | Added to | 3,264 | 691 | 0.2% | 0.18% | 907 | +276 | 9.24% | Q4 2025 | Jan 09, 2026 |
| Abbot Financial Management, Inc. | History | Added to | 3,263 | 691 | 0.29% | 0.29% | 906 | +1 | 0.03% | Q4 2025 | Feb 13, 2026 |
| Continuum Advisory, LLC | History | Added to | 3,262 | 690 | 0.07% | 0.07% | 908 | +231 | 7.62% | Q4 2025 | Feb 11, 2026 |
| Strathmore Capital Advisors, Inc. | History | New | 3,242 | 686 | 0.22% | — | 911 | +3,242 | New | Q4 2025 | Feb 13, 2026 |
| Essential Planning, LLC. | History | Added to | 3,243 | 686 | 0.22% | 0.07% | 910 | +2,243 | 224.3% | Q4 2025 | Jan 15, 2026 |
| Avant Capital LLC | History | Reduced | 3,243 | 686 | 0.47% | 0.49% | 909 | -87 | -2.61% | Q4 2025 | Feb 13, 2026 |
| Downshift Financial, LLC | History | New | 2,977 | 673 | 0.41% | — | 913 | +2,977 | New | Q4 2025 | Mar 11, 2026 |
| Astra Wealth Partners LLC | History | Reduced | 3,180 | 673 | 0.4% | 0.44% | 912 | -24 | -0.75% | Q4 2025 | Feb 02, 2026 |
| Busey Bank | History | Added to | 3,140 | 665 | 0.02% | 0.02% | 914 | +305 | 10.76% | Q4 2025 | Jan 27, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 3,137 | 664 | 0.02% | 0.02% | 915 | +4 | 0.13% | Q4 2025 | Jan 23, 2026 |
| Modern Wealth Management, LLC | History | Added to | 3,126 | 662 | 0.01% | 0.01% | 918 | +368 | 13.34% | Q4 2025 | Feb 17, 2026 |
| Accurate Wealth Management, LLC | History | Reduced | 2,984 | 662 | 0.08% | 0.08% | 917 | -62 | -2.04% | Q4 2025 | Jan 14, 2026 |
| Resolute Advisors LLC | History | Added to | 3,126 | 662 | 0.22% | 0.17% | 916 | +29 | 0.94% | Q4 2025 | Feb 11, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 3,118 | 660 | 0.01% | 0.01% | 919 | +2 | 0.06% | Q4 2025 | Feb 04, 2026 |
| Unconventional Investor, LLC | History | Added to | 3,116 | 659 | 0.31% | 0.32% | 920 | +21 | 0.68% | Q4 2025 | Feb 05, 2026 |
| Traynor Capital Management, Inc. | History | Reduced | 3,110 | 658 | 0.04% | 0.04% | 921 | -333 | -9.67% | Q4 2025 | Jan 12, 2026 |
| Perennial Investment Advisors, LLC | History | Reduced | 3,101 | 657 | 0.05% | 0.07% | 922 | -861 | -21.73% | Q4 2025 | Feb 17, 2026 |
| RHS Financial, LLC | History | Reduced | 3,097 | 656 | 0.32% | 0.43% | 923 | -864 | -21.81% | Q4 2025 | Jan 16, 2026 |
| Rockwood Wealth Management, LLC | History | Reduced | 3,100 | 656 | 0.05% | 0.05% | 924 | -58 | -1.84% | Q4 2025 | Jan 29, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 3,097 | 655 | 0.01% | 0.01% | 925 | +809 | 35.36% | Q4 2025 | Feb 02, 2026 |
| BCR Wealth Strategies, LLC | History | Added to | 3,087 | 653 | 0.22% | 0.11% | 926 | +1,573 | 103.9% | Q4 2025 | Jan 23, 2026 |
| Passumpsic Savings Bank | History | New | 3,083 | 652 | 0.36% | — | 927 | +3,083 | New | Q4 2025 | Feb 05, 2026 |
| Pointe Capital Management LLC | History | Added to | 3,074 | 651 | 0.32% | 0.29% | 928 | +232 | 8.16% | Q4 2025 | Feb 17, 2026 |
| WoodTrust Financial Corp | History | Added to | 3,069 | 650 | 0.08% | 0.07% | 929 | +237 | 8.37% | Q4 2025 | Jan 30, 2026 |
| Elevated Financial Group LLC | History | New | 3,064 | 648 | 0.22% | — | 930 | +3,064 | New | Q4 2025 | Jan 29, 2026 |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | History | Reduced | 3,049 | 645 | 0.17% | 0.2% | 931 | -240 | -7.3% | Q4 2025 | Feb 13, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 3,049 | 645 | 0.03% | 0.03% | 932 | -22 | -0.72% | Q4 2025 | Jan 21, 2026 |
| Integrity Advisory Solutions, LLC | History | Added to | 3,037 | 643 | 0.09% | 0.09% | 933 | +207 | 7.31% | Q4 2025 | Feb 09, 2026 |
| Canvas Wealth Advisors, LLC | History | Reduced | 3,028 | 641 | 0.11% | 0.16% | 934 | -1,188 | -28.18% | Q4 2025 | Jan 12, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 3,022 | 640 | 0.0% | 0.0% | 935 | +77 | 2.61% | Q4 2025 | Feb 17, 2026 |
| Beckerman Institutional, LLC | History | No change | 3,024 | 640 | 0.36% | 0.37% | 936 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Avant Financial Advisors LLC | History | No change | 3,018 | 639 | 0.46% | 0.47% | 937 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Cassady Wealth & Retirement Planning, LLC | History | New | 3,016 | 638 | 0.42% | — | 939 | +3,016 | New | Q4 2025 | Apr 02, 2026 |
| Magnolia Private Wealth, LLC | History | Reduced | 3,017 | 638 | 0.45% | 0.48% | 938 | -103 | -3.3% | Q4 2025 | Feb 06, 2026 |
| CALTON & ASSOCIATES, INC. | History | Added to | 3,011 | 637 | 0.09% | 0.08% | 940 | +613 | 25.56% | Q4 2025 | Feb 10, 2026 |
| Woodside Wealth Management LLC | History | No change | 3,009 | 637 | 0.48% | 0.5% | 941 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| WEIK CAPITAL MANAGEMENT | History | No change | 3,000 | 635 | 0.24% | 0.23% | 942 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| XY Planning Network, Inc. | History | Added to | 2,995 | 634 | 0.11% | 0.18% | 944 | +340 | 12.81% | Q4 2025 | Jan 26, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | Added to | 2,997 | 634 | 0.04% | 0.04% | 943 | +126 | 4.39% | Q4 2025 | Jan 21, 2026 |
| EAGLE ROCK INVESTMENT COMPANY, LLC | History | Added to | 2,995 | 634 | 0.09% | 0.09% | 945 | +9 | 0.3% | Q4 2025 | Jan 14, 2026 |
| Triumph Capital Management | History | New | 2,986 | 632 | 0.14% | — | 946 | +2,986 | New | Q4 2025 | Feb 12, 2026 |
| TCI Wealth Advisors, Inc. | History | Reduced | 2,971 | 629 | 0.03% | 0.04% | 947 | -12 | -0.4% | Q4 2025 | Feb 02, 2026 |
| Hoxton Planning & Management, LLC | History | Reduced | 2,969 | 628 | 0.19% | 0.24% | 948 | -557 | -15.8% | Q4 2025 | Feb 11, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 2,962 | 627 | 0.03% | 0.03% | 949 | +14 | 0.47% | Q4 2025 | Feb 13, 2026 |
| K2 Financial Inc. | History | Added to | 2,813 | 620 | 0.48% | 0.45% | 950 | +71 | 2.59% | Q4 2025 | Jan 22, 2026 |
| StoneX Group Inc. | History | Reduced | 2,923 | 619 | 0.03% | 0.04% | 951 | -1,249 | -29.94% | Q4 2025 | Feb 12, 2026 |
| Lakewood Asset Management LLC | History | Added to | 2,914 | 617 | 0.36% | 0.33% | 952 | +315 | 12.12% | Q4 2025 | Jan 26, 2026 |
| BLB&B Advisors, LLC | History | Added to | 2,912 | 616 | 0.03% | 0.02% | 953 | +689 | 30.99% | Q4 2025 | Jan 26, 2026 |
| DGS Capital Management, LLC | History | Added to | 2,912 | 616 | 0.11% | 0.11% | 954 | +26 | 0.9% | Q4 2025 | Feb 24, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Added to | 2,905 | 615 | 0.0% | 0.0% | 955 | +911 | 45.69% | Q4 2025 | Feb 17, 2026 |
| Community Bank, N.A. | History | No change | 2,905 | 615 | 0.07% | 0.07% | 956 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| American Trust | History | Added to | 2,900 | 614 | 0.05% | 0.05% | 958 | +106 | 3.79% | Q4 2025 | Feb 17, 2026 |
| Collaborative Wealth Managment Inc. | History | Added to | 2,900 | 614 | 0.22% | 0.24% | 957 | +62 | 2.18% | Q4 2025 | Feb 09, 2026 |
| Centurion Wealth Management LLC | History | Added to | 2,895 | 613 | 0.13% | 0.12% | 960 | +446 | 18.21% | Q4 2025 | Jan 14, 2026 |
| Gibson Capital, LLC | History | No change | 2,899 | 613 | 0.11% | 0.11% | 959 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Provident Living Financial Services, Inc. | History | New | 2,885 | 611 | 0.6% | — | 961 | +2,885 | New | Q4 2025 | Jan 21, 2026 |
| ANDERSON HOAGLAND & CO | History | No change | 2,881 | 610 | 0.05% | 0.05% | 962 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | Reduced | 2,879 | 609 | 0.07% | 0.07% | 963 | -91 | -3.06% | Q4 2025 | Jan 22, 2026 |
| Tennessee Valley Asset Management Partners | History | Reduced | 2,872 | 608 | 0.08% | 0.09% | 964 | -206 | -6.69% | Q4 2025 | Feb 05, 2026 |
| Bowman & Co S.C. | History | Added to | 2,871 | 608 | 0.26% | 0.25% | 965 | +14 | 0.49% | Q4 2025 | Jan 23, 2026 |
| Silver Oak Advisory Group, Inc. | History | No change | 2,873 | 608 | 0.27% | 0.27% | 966 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| LJI Wealth Management, LLC | History | No change | 2,871 | 607 | 0.09% | 0.1% | 967 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Comprehensive Money Management Services LLC | History | No change | 2,863 | 606 | 0.42% | 0.42% | 968 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Axis Wealth Partners, LLC | History | Reduced | 2,861 | 605 | 0.33% | 0.36% | 969 | -89 | -3.02% | Q4 2025 | Jan 30, 2026 |
| FSM Wealth Advisors, LLC | History | Added to | 2,833 | 600 | 0.08% | 0.08% | 970 | +73 | 2.64% | Q4 2025 | Jan 23, 2026 |
| Granite FO LLC | History | Added to | 2,835 | 600 | 0.32% | 0.32% | 971 | +30 | 1.07% | Q4 2025 | Feb 06, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Added to | 2,800 | 593 | 0.03% | 0.03% | 972 | +289 | 11.51% | Q4 2025 | Feb 11, 2026 |
| FWG Investments, LLC. | History | Added to | 2,796 | 592 | 0.38% | 0.39% | 976 | +93 | 3.44% | Q4 2025 | Jan 28, 2026 |
| Stonebridge Financial Planning Group, LLC | History | Reduced | 2,797 | 592 | 0.21% | 0.22% | 975 | -49 | -1.72% | Q4 2025 | Feb 05, 2026 |
| GODSEY & GIBB, INC | History | Added to | 2,796 | 592 | 0.05% | 0.05% | 974 | +5 | 0.18% | Q4 2025 | Jan 27, 2026 |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | History | Reduced | 2,800 | 592 | 0.21% | 0.21% | 973 | -1 | -0.04% | Q4 2025 | Jan 21, 2026 |
| ARBOR TRUST WEALTH ADVISORS, LLC | History | Reduced | 2,795 | 591 | 0.26% | 0.55% | 977 | -3,020 | -51.93% | Q4 2025 | Feb 05, 2026 |
| Sage Investment Counsel LLC | History | Reduced | 2,783 | 589 | 0.65% | 0.67% | 979 | -99 | -3.44% | Q4 2025 | Jan 23, 2026 |
| ERn Financial, LLC | History | No change | 2,782 | 589 | 0.11% | 0.11% | 978 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Procyon Advisors, LLC | History | Added to | 2,772 | 587 | 0.03% | 0.03% | 980 | +291 | 11.73% | Q4 2025 | Jan 07, 2026 |
| Empirical Asset Management, LLC | History | No change | 2,765 | 585 | 0.17% | 0.16% | 981 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| GreatBanc Trust CO | History | Reduced | 2,755 | 583 | 0.41% | 0.44% | 983 | -345 | -11.13% | Q4 2025 | Feb 12, 2026 |
| SCS Capital Management LLC | History | Reduced | 2,753 | 583 | 0.01% | 0.01% | 982 | -149 | -5.13% | Q4 2025 | Feb 10, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Reduced | 2,749 | 582 | 0.05% | 0.05% | 984 | -65 | -2.31% | Q4 2025 | Jan 23, 2026 |
| POTENTIA WEALTH | History | No change | 2,739 | 580 | 0.21% | 0.22% | 985 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 2,725 | 577 | 0.05% | 0.05% | 986 | +121 | 4.65% | Q4 2025 | Jan 26, 2026 |
| Investmark Advisory Group LLC | History | Added to | 2,721 | 576 | 0.25% | 0.25% | 988 | +5 | 0.18% | Q4 2025 | Jan 28, 2026 |
| Windsor Advisory Group, LLC | History | No change | 2,720 | 576 | 0.51% | 0.5% | 987 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Selective Wealth Management, Inc. | History | Added to | 2,537 | 572 | 0.18% | 0.17% | 989 | +21 | 0.83% | Q4 2025 | Jan 16, 2026 |
| Frederick Financial Consultants, LLC | History | No change | 2,700 | 571 | 0.31% | 0.32% | 990 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Glenview Trust Co | History | Reduced | 2,686 | 568 | 0.01% | 0.01% | 991 | -460 | -14.62% | Q4 2025 | Feb 09, 2026 |
| AVISO WEALTH MANAGEMENT | History | Reduced | 2,685 | 568 | 0.24% | 0.25% | 992 | -48 | -1.76% | Q4 2025 | Feb 13, 2026 |
| Apollon Financial, LLC | History | Added to | 2,673 | 566 | 0.08% | 0.09% | 993 | +150 | 5.95% | Q4 2025 | Jan 22, 2026 |
| Family Investment Center, Inc. | History | Added to | 2,670 | 565 | 0.11% | 0.12% | 994 | +9 | 0.34% | Q4 2025 | Jan 23, 2026 |
| INTEGRATED WEALTHCARE, LLC | History | New | 2,661 | 563 | 0.47% | — | 996 | +2,661 | New | Q4 2025 | Jan 23, 2026 |
| Greenline Partners, LLC | History | No change | 2,660 | 563 | 0.06% | 0.07% | 995 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Copia Wealth Management | History | No change | 2,658 | 562 | 0.4% | 0.41% | 997 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Paulson Wealth Management Inc. | History | Reduced | 2,650 | 561 | 0.13% | 0.2% | 998 | -1,434 | -35.11% | Q4 2025 | Feb 05, 2026 |
| Tyche Wealth Partners LLC | History | Reduced | 2,647 | 560 | 0.09% | 0.1% | 999 | -106 | -3.85% | Q4 2025 | Jan 23, 2026 |
| UNIVEST FINANCIAL Corp | History | Reduced | 2,641 | 559 | 0.03% | 0.03% | 1000 | -145 | -5.2% | Q4 2025 | Feb 04, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 2,627 | 556 | 0.01% | 0.01% | 1001 | +73 | 2.86% | Q4 2025 | Feb 05, 2026 |
| Kastel Capital Advisors, LLC | History | New | 2,619 | 554 | 0.34% | — | 1003 | +2,619 | New | Q4 2025 | Feb 18, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 2,616 | 554 | 0.44% | — | 1002 | +2,616 | New | Q4 2025 | Feb 11, 2026 |
| Smith Thornton Advisors LLC | History | No change | 2,602 | 551 | 0.28% | 0.28% | 1004 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| TFO Wealth Partners, LLC | History | Added to | 2,600 | 550 | 0.08% | 0.09% | 1005 | +16 | 0.62% | Q4 2025 | Feb 05, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 2,583 | 547 | 0.0% | 0.0% | 1006 | +67 | 2.66% | Q4 2025 | Feb 17, 2026 |
| National Wealth Management Group, LLC | History | Reduced | 2,577 | 545 | 0.19% | 0.21% | 1007 | -69 | -2.61% | Q4 2025 | Jan 12, 2026 |
| QUARRY HILL ADVISORS, LLC | History | Reduced | 2,567 | 543 | 0.25% | 0.28% | 1008 | -34 | -1.31% | Q4 2025 | Jan 26, 2026 |
| SOL Capital Management CO | History | Reduced | 2,540 | 538 | 0.05% | 0.05% | 1009 | -80 | -3.05% | Q4 2025 | Jan 30, 2026 |
| Guardian Wealth Management, Inc. | History | Added to | 2,543 | 538 | 0.32% | 0.31% | 1010 | +39 | 1.56% | Q4 2025 | Feb 13, 2026 |
| SPIREPOINT PRIVATE CLIENT, LLC | History | New | 2,535 | 536 | 0.05% | — | 1012 | +2,535 | New | Q4 2025 | Jan 22, 2026 |
| Iowa State Bank | History | No change | 2,531 | 536 | 0.1% | 0.1% | 1011 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| McMill Wealth Management | History | Added to | 2,516 | 532 | 0.15% | 0.15% | 1014 | +3 | 0.12% | Q4 2025 | Feb 23, 2026 |
| FIRST NATIONAL BANK SIOUX FALLS | History | No change | 2,514 | 532 | 0.16% | 0.16% | 1013 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| ATTICUS WEALTH MANAGEMENT, LLC | History | Added to | 2,504 | 530 | 0.13% | 0.13% | 1015 | +20 | 0.81% | Q4 2025 | Feb 09, 2026 |
| DeLarme Wealth Management, Inc. | History | New | 2,486 | 526 | 0.37% | — | 1016 | +2,486 | New | Q4 2025 | Jan 26, 2026 |
| PRECEDENT WEALTH PARTNERS, LLC | History | Reduced | 2,476 | 524 | 0.11% | 0.12% | 1018 | -138 | -5.28% | Q4 2025 | Jan 07, 2026 |
| Lodestone Wealth Management LLC | History | Added to | 2,476 | 524 | 0.21% | 0.23% | 1017 | +2 | 0.08% | Q4 2025 | Jan 15, 2026 |
| Fifth Third Wealth Advisors LLC | History | Added to | 2,471 | 523 | 0.02% | 0.01% | 1019 | +722 | 41.28% | Q4 2025 | Jan 15, 2026 |
| Key Client Fiduciary Advisors, LLC | History | Added to | 2,461 | 521 | 0.18% | 0.16% | 1021 | +199 | 8.8% | Q4 2025 | Jan 28, 2026 |
| Red Wave Investments LLC | History | Reduced | 2,462 | 521 | 0.15% | 0.16% | 1020 | -32 | -1.28% | Q4 2025 | Feb 06, 2026 |
| Prosperity Consulting Group, LLC | History | Reduced | 2,455 | 519 | 0.02% | 0.03% | 1022 | -137 | -5.29% | Q4 2025 | Feb 17, 2026 |
| COZAD ASSET MANAGEMENT INC | History | Reduced | 2,444 | 517 | 0.04% | 0.04% | 1023 | -187 | -7.11% | Q4 2025 | Feb 13, 2026 |
| Narus Financial Partners, LLC | History | Reduced | 2,442 | 517 | 0.14% | 0.14% | 1024 | -52 | -2.09% | Q4 2025 | Feb 09, 2026 |
| Battery Global Advisors, LLC | History | Reduced | 1,158 | 514 | 0.24% | 0.45% | 1025 | -3,387 | -74.52% | Q4 2025 | Feb 13, 2026 |
| Pacific Excel Wealth Advisors, Inc. | History | New | 2,421 | 513 | 0.97% | — | 1026 | +2,421 | New | Q4 2025 | Feb 18, 2026 |
| CHAPMAN FINANCIAL GROUP, LLC | History | No change | 2,416 | 511 | 0.35% | 0.35% | 1027 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Cascade Financial Partners, LLC | History | Reduced | 2,411 | 510 | 0.05% | 0.06% | 1028 | -33 | -1.35% | Q4 2025 | Feb 06, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 2,408 | 509 | 0.0% | 0.0% | 1029 | -96 | -3.83% | Q4 2025 | Feb 13, 2026 |
| TSFG, LLC | History | Added to | 2,398 | 508 | 0.08% | 0.08% | 1030 | +2 | 0.08% | Q4 2025 | Feb 04, 2026 |
| MidWestOne Financial Group, Inc. | History | No change | 2,397 | 507 | 0.06% | 0.06% | 1031 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | New | 2,391 | 506 | 0.01% | — | 1034 | +2,391 | New | Q4 2025 | Jan 28, 2026 |
| TBH Global Asset Management, LLC | History | New | 1,985 | 506 | 0.08% | — | 1033 | +1,985 | New | Q4 2025 | Jan 29, 2026 |
| Rinkey Investments | History | No change | 2,392 | 506 | 0.13% | 0.13% | 1032 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Manuka Financial, LLC | History | Added to | 2,380 | 503 | 0.31% | 0.29% | 1035 | +113 | 4.98% | Q4 2025 | Jan 28, 2026 |
| ORLEANS CAPITAL MANAGEMENT CORP/LA | History | No change | 2,373 | 502 | 0.31% | 0.32% | 1036 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Valmark Advisers, Inc. | History | Added to | 2,365 | 500 | 0.01% | 0.01% | 1037 | +121 | 5.39% | Q4 2025 | Jan 26, 2026 |
| Montis Financial, LLC | History | Reduced | 2,361 | 499 | 0.1% | 0.12% | 1038 | -220 | -8.52% | Q4 2025 | Feb 11, 2026 |
| Legacy Private Trust Co. | History | Reduced | 2,351 | 497 | 0.03% | 0.05% | 1039 | -1,270 | -35.07% | Q4 2025 | Jan 08, 2026 |
| Carnegie Investment Counsel | History | Reduced | 2,346 | 496 | 0.01% | 0.01% | 1040 | -306 | -11.54% | Q4 2025 | Jan 23, 2026 |
| Landmark Wealth Management, LLC | History | Reduced | 2,345 | 496 | 0.19% | 0.2% | 1041 | -55 | -2.29% | Q4 2025 | Feb 05, 2026 |
| NorthStar Asset Management LLC /NJ/ | History | Added to | 2,345 | 496 | 0.22% | 0.23% | 1042 | +35 | 1.52% | Q4 2025 | Feb 10, 2026 |
| Coppell Advisory Solutions LLC | History | Added to | 2,310 | 494 | 0.05% | 0.05% | 1044 | +146 | 6.75% | Q4 2025 | Feb 17, 2026 |
| Round Rock Advisors LLC | History | No change | 2,334 | 494 | 0.07% | 0.08% | 1043 | 0 | 0.0% | Q4 2025 | Apr 07, 2026 |
| Murphy & Mullick Capital Management Corp | History | Reduced | 2,328 | 493 | 0.36% | 0.39% | 1045 | -180 | -7.18% | Q4 2025 | Feb 10, 2026 |
| AIMZ Investment Advisors, LLC | History | Added to | 2,325 | 492 | 0.14% | 0.07% | 1046 | +1,310 | 129.06% | Q4 2025 | Feb 17, 2026 |
| CAMELOT TECHNOLOGY ADVISORS, INC. | History | Reduced | 2,326 | 492 | 0.37% | 0.38% | 1047 | -1 | -0.04% | Q4 2025 | Jan 14, 2026 |
| ROFFMAN MILLER ASSOCIATES INC /PA/ | History | Reduced | 2,322 | 491 | 0.03% | 0.03% | 1048 | -61 | -2.56% | Q4 2025 | Jan 22, 2026 |
| Taylor & Morgan Wealth Management, LLC | History | Added to | 2,321 | 491 | 0.28% | 0.3% | 1049 | +16 | 0.69% | Q4 2025 | Jan 16, 2026 |
| Ariadne Wealth Management, LP | History | No change | 2,145 | 491 | 0.2% | 0.2% | 1050 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 2,311 | 489 | 0.02% | 0.02% | 1051 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| STALEY CAPITAL ADVISERS INC | History | No change | 2,311 | 489 | 0.02% | 0.02% | 1052 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 2,308 | 488 | 0.03% | 0.04% | 1053 | +14 | 0.61% | Q4 2025 | Jan 21, 2026 |
| West Financial Advisors, LLC | History | No change | 2,303 | 487 | 0.08% | 0.08% | 1054 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 2,289 | 484 | 0.01% | 0.01% | 1055 | +164 | 7.72% | Q4 2025 | Feb 10, 2026 |
| Integrity Financial Corp /WA | History | Reduced | 2,262 | 479 | 0.24% | 0.59% | 1057 | -3,603 | -61.43% | Q4 2025 | Feb 13, 2026 |
| FIDELITY D & D BANCORP INC | History | Added to | 2,266 | 479 | 0.21% | 0.26% | 1056 | +43 | 1.93% | Q4 2025 | Feb 09, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Added to | 2,256 | 477 | 0.02% | 0.02% | 1058 | +6 | 0.27% | Q4 2025 | Feb 04, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | No change | 2,247 | 475 | 0.03% | 0.04% | 1059 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| BEARING POINT CAPITAL, LLC | History | Added to | 2,218 | 469 | 0.07% | 0.08% | 1060 | +18 | 0.82% | Q4 2025 | Feb 10, 2026 |
| IPG Investment Advisors LLC | History | No change | 2,211 | 468 | 0.08% | 0.08% | 1061 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Apeiron RIA LLC | History | Reduced | 2,208 | 467 | 0.09% | 0.13% | 1062 | -462 | -17.3% | Q4 2025 | Feb 03, 2026 |
| Exchange Bank | History | No change | 2,199 | 465 | 0.32% | 0.32% | 1063 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Coastwise Capital Group, LLC | History | Added to | 2,186 | 462 | 0.23% | 0.28% | 1064 | +312 | 16.65% | Q4 2025 | Feb 12, 2026 |
| Root Financial Partners, LLC | History | Reduced | 2,178 | 461 | 0.02% | 0.03% | 1065 | -265 | -10.85% | Q4 2025 | Feb 10, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 2,169 | 459 | 0.0% | 0.0% | 1066 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Drucker Wealth 3.0, LLC | History | Reduced | 2,162 | 457 | 0.08% | 0.08% | 1068 | -96 | -4.25% | Q4 2025 | Feb 03, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 2,160 | 457 | 0.07% | 0.07% | 1067 | +8 | 0.37% | Q4 2025 | Feb 24, 2026 |
| Versant Capital Management, Inc | History | Reduced | 2,155 | 456 | 0.06% | 0.07% | 1069 | -226 | -9.49% | Q4 2025 | Jan 08, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 2,155 | 456 | 0.01% | 0.01% | 1070 | +8 | 0.37% | Q4 2025 | Feb 03, 2026 |
| NORTH STAR ASSET MANAGEMENT INC | History | New | 2,143 | 453 | 0.02% | — | 1072 | +2,143 | New | Q4 2025 | Feb 09, 2026 |
| COMPASS CAPITAL MANAGEMENT, INC | History | Added to | 2,140 | 453 | 0.03% | 0.02% | 1071 | +260 | 13.83% | Q4 2025 | Feb 12, 2026 |
| Hardin Capital Partners, LLC | History | Added to | 2,139 | 453 | 0.21% | 0.24% | 1073 | +3 | 0.14% | Q4 2025 | Jan 09, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Reduced | 2,120 | 448 | 0.05% | 0.13% | 1075 | -3,172 | -59.94% | Q4 2025 | Feb 13, 2026 |
| Callan Family Office, LLC | History | New | 2,120 | 448 | 0.01% | — | 1077 | +2,120 | New | Q4 2025 | Feb 12, 2026 |
| Dominguez Wealth Management Solutions, Inc. | History | Added to | 2,117 | 448 | 0.27% | 0.27% | 1076 | +92 | 4.54% | Q4 2025 | Jan 15, 2026 |
| PETTYJOHN, WOOD & WHITE, INC | History | No change | 2,120 | 448 | 0.07% | 0.07% | 1074 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| NOTTINGHAM ADVISORS, INC. | History | Added to | 2,109 | 446 | 0.06% | 0.06% | 1078 | +7 | 0.33% | Q4 2025 | Jan 26, 2026 |
| BURNEY CO/ | History | Added to | 2,099 | 444 | 0.01% | 0.01% | 1079 | +993 | 89.78% | Q4 2025 | Jan 23, 2026 |
| Financial Futures Ltd Liability Co. | History | Reduced | 2,087 | 442 | 0.2% | 0.21% | 1080 | -10 | -0.48% | Q4 2025 | Jan 23, 2026 |
| TritonPoint Partners, LLC | History | New | 2,085 | 441 | 0.24% | — | 1081 | +2,085 | New | Q4 2025 | Feb 13, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Reduced | 2,071 | 438 | 0.16% | 0.16% | 1082 | -59 | -2.77% | Q4 2025 | Jan 09, 2026 |
| Richard P Slaughter Associates Inc | History | Reduced | 2,058 | 435 | 0.09% | 0.1% | 1084 | -177 | -7.92% | Q4 2025 | Jan 12, 2026 |
| Provident Wealth Management, LLC | History | No change | 2,057 | 435 | 0.13% | 0.13% | 1083 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 2,045 | 433 | 0.01% | 0.01% | 1085 | +123 | 6.4% | Q4 2025 | Jan 13, 2026 |
| GUIDANCE CAPITAL, INC | History | Added to | 1,909 | 433 | 0.11% | 0.1% | 1086 | +7 | 0.37% | Q4 2025 | Jan 23, 2026 |
| RFG - Bristol Wealth Advisors, LLC | History | Reduced | 2,036 | 431 | 0.12% | 0.18% | 1089 | -986 | -32.63% | Q4 2025 | Jan 23, 2026 |
| Austin Wealth Management, LLC | History | Added to | 1,954 | 431 | 0.06% | 0.05% | 1088 | +324 | 19.88% | Q4 2025 | Jan 26, 2026 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | History | Added to | 2,038 | 431 | 0.21% | 0.23% | 1087 | +50 | 2.52% | Q4 2025 | Jan 30, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 2,031 | 430 | 0.0% | 0.0% | 1090 | +42 | 2.11% | Q4 2025 | Feb 13, 2026 |
| Winthrop Capital Management, LLC | History | Added to | 2,029 | 430 | 0.1% | 0.1% | 1092 | +15 | 0.74% | Q4 2025 | Feb 10, 2026 |
| SeaCrest Wealth Management, LLC | History | Added to | 1,980 | 430 | 0.04% | 0.04% | 1091 | +7 | 0.35% | Q4 2025 | Jan 12, 2026 |
| Wilson & Boucher Capital Management, LLC | History | Added to | 2,021 | 428 | 0.28% | 0.26% | 1094 | +100 | 5.21% | Q4 2025 | Feb 05, 2026 |
| VILLERE ST DENIS J & CO LLC | History | No change | 2,022 | 428 | 0.04% | 0.04% | 1093 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Ballentine Capital Advisors, Inc | History | No change | 2,022 | 428 | 0.18% | 0.19% | 1095 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Washington Trust Advisors, Inc. | History | Added to | 2,019 | 427 | 0.03% | 0.03% | 1096 | +6 | 0.3% | Q4 2025 | Feb 03, 2026 |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | History | Reduced | 2,012 | 426 | 0.11% | 0.12% | 1097 | -32 | -1.57% | Q4 2025 | Feb 11, 2026 |
| South Shore Capital Advisors | History | New | 2,009 | 425 | 0.31% | — | 1098 | +2,009 | New | Q4 2025 | Jan 21, 2026 |
| RETIREMENT FINANCIAL SOLUTIONS, LLC | History | New | 2,002 | 423 | 0.12% | — | 1102 | +2,002 | New | Q4 2025 | Feb 13, 2026 |
| Rathbones Group PLC | History | No change | 2,000 | 423 | 0.0% | 0.0% | 1099 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| BANTAMAC CAPITAL, LLC | History | No change | 2,000 | 423 | 0.2% | 0.21% | 1100 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Athena Investment Management | History | No change | 1,998 | 423 | 0.22% | 0.22% | 1101 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Added to | 1,996 | 422 | 0.04% | 0.04% | 1103 | +2 | 0.1% | Q4 2025 | Jan 27, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 1,989 | 421 | 0.03% | 0.02% | 1104 | +888 | 80.65% | Q4 2025 | Jan 13, 2026 |
| BURLING WEALTH PARTNERS, LLC | History | No change | 1,990 | 421 | 0.07% | 0.07% | 1105 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| HBK Sorce Advisory LLC | History | Added to | 1,813 | 420 | 0.01% | 0.01% | 1106 | +25 | 1.4% | Q4 2025 | Feb 09, 2026 |
| Pinnacle Bancorp, Inc. | History | Added to | 1,982 | 419 | 0.12% | 0.12% | 1107 | +9 | 0.46% | Q4 2025 | Jan 22, 2026 |
| CEERA INVESTMENTS, LLC | History | No change | 1,978 | 418 | 0.16% | 0.13% | 1108 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 1,963 | 415 | 0.01% | 0.01% | 1109 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Gemmer Asset Management LLC | History | Added to | 1,955 | 414 | 0.03% | 0.03% | 1110 | +4 | 0.21% | Q4 2025 | Jan 23, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | New | 1,950 | 413 | 0.0% | — | 1111 | +1,950 | New | Q4 2025 | Feb 02, 2026 |
| JIM SAULNIER & ASSOCIATES, LLC | History | New | 1,948 | 412 | 0.21% | — | 1112 | +1,948 | New | Q4 2025 | Jan 29, 2026 |
| Accredited Investors Inc. | History | No change | 1,943 | 411 | 0.02% | 0.02% | 1113 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| CLIENT 1ST ADVISORY GROUP, LLC | History | No change | 1,945 | 411 | 0.13% | 0.13% | 1114 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| ADAMSBROWN WEALTH CONSULTANTS LLC | History | No change | 1,936 | 410 | 0.11% | 0.11% | 1115 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Investment Insight Wealth Management, LLC | History | New | 1,935 | 409 | 0.4% | — | 1116 | +1,935 | New | Q4 2025 | Feb 24, 2026 |
| GRAND WEALTH MANAGEMENT, LLC | History | Added to | 1,934 | 409 | 0.19% | 0.17% | 1117 | +203 | 11.73% | Q4 2025 | Jan 26, 2026 |
| Curated Wealth Partners LLC | History | Added to | 1,928 | 408 | 0.04% | 0.05% | 1118 | +1 | 0.05% | Q4 2025 | Jan 12, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 1,926 | 407 | 0.01% | 0.01% | 1119 | +44 | 2.34% | Q4 2025 | Feb 17, 2026 |
| CM WEALTH ADVISORS LLC | History | No change | 1,926 | 407 | 0.09% | 0.11% | 1120 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 1,917 | 406 | 0.0% | 0.0% | 1121 | +844 | 78.66% | Q4 2025 | Feb 12, 2026 |
| Mosley Wealth Management | History | New | 1,934 | 405 | 0.19% | — | 1122 | +1,934 | New | Q4 2025 | Feb 12, 2026 |
| Skyline Advisors, Inc. | History | Added to | 1,911 | 404 | 0.13% | 0.14% | 1123 | +28 | 1.49% | Q4 2025 | Jan 12, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Reduced | 1,912 | 404 | 0.02% | 0.02% | 1124 | -23 | -1.19% | Q4 2025 | Jan 12, 2026 |
| Confluence Wealth Services, Inc. | History | Reduced | 1,906 | 403 | 0.02% | 0.02% | 1125 | -127 | -6.25% | Q4 2025 | Jan 28, 2026 |
| Aspen Grove Capital, LLC | History | No change | 1,900 | 402 | 0.07% | 0.07% | 1126 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| REXFORD CAPITAL INC | History | No change | 1,900 | 402 | 0.3% | 0.31% | 1127 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 1,884 | 398 | 0.01% | 0.01% | 1129 | +37 | 2.0% | Q4 2025 | Jan 07, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 1,812 | 398 | 0.01% | 0.01% | 1128 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Brooklyn Investment Group | History | New | 1,849 | 396 | 0.02% | — | 1130 | +1,849 | New | Q4 2025 | Feb 12, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 1,864 | 394 | 0.03% | 0.02% | 1131 | +606 | 48.17% | Q4 2025 | Jan 23, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | Reduced | 1,850 | 391 | 0.05% | 0.07% | 1132 | -912 | -33.02% | Q4 2025 | Feb 17, 2026 |
| Investments & Financial Planning, LLC | History | Reduced | 1,847 | 391 | 0.21% | 0.21% | 1133 | -29 | -1.55% | Q4 2025 | Feb 23, 2026 |
| Cypress Wealth Services, LLC | History | New | 1,844 | 390 | 0.05% | — | 1134 | +1,844 | New | Q4 2025 | Jan 14, 2026 |
| CGC Financial Services, LLC | History | No change | 1,841 | 389 | 0.1% | 0.11% | 1135 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Solutions 4 Wealth, Ltd | History | No change | 1,841 | 389 | 0.59% | 0.6% | 1136 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Old North State Wealth Management, LLC | History | Added to | 1,831 | 388 | 0.18% | 0.18% | 1137 | +15 | 0.83% | Q4 2025 | Jan 23, 2026 |
| GM Advisory Group, LLC | History | Added to | 1,827 | 386 | 0.02% | 0.01% | 1139 | +366 | 25.05% | Q4 2025 | Feb 13, 2026 |
| Evercore Wealth Management, LLC | History | Added to | 1,827 | 386 | 0.01% | 0.01% | 1138 | +115 | 6.72% | Q4 2025 | Feb 17, 2026 |
| Carnegie Lake Advisors LLC | History | No change | 1,825 | 386 | 0.15% | 0.15% | 1140 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| HHM Wealth Advisors, LLC | History | Added to | 1,821 | 385 | 0.05% | 0.04% | 1141 | +3 | 0.17% | Q4 2025 | Jan 22, 2026 |
| Thayer Partners, LLC / MA | History | New | 1,817 | 384 | 0.19% | — | 1143 | +1,817 | New | Q4 2025 | Feb 05, 2026 |
| Next Level Private LLC | History | Added to | 1,813 | 384 | 0.1% | 0.11% | 1142 | +8 | 0.44% | Q4 2025 | Jan 07, 2026 |
| Gambit Capital Management, LLC | History | New | 1,795 | 380 | 0.27% | — | 1144 | +1,795 | New | Q4 2025 | Feb 06, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 1,791 | 379 | 0.04% | 0.04% | 1145 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 1,789 | 378 | 0.01% | 0.01% | 1146 | -104 | -5.49% | Q4 2025 | Jan 13, 2026 |
| Uptown Financial Advisors LLC | History | No change | 1,788 | 378 | 0.27% | 0.31% | 1147 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Crusonia Wealth Advisors LLC | History | New | 1,784 | 377 | 0.08% | — | 1148 | +1,784 | New | Q4 2025 | Feb 18, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 1,778 | 376 | 0.0% | 0.0% | 1149 | -1,051 | -37.15% | Q4 2025 | Feb 09, 2026 |
| MWA Asset Management | History | Reduced | 1,780 | 376 | 0.21% | 0.22% | 1150 | -89 | -4.76% | Q4 2025 | Jan 29, 2026 |
| NWF Advisory Services Inc. | History | Reduced | 1,773 | 375 | 0.04% | 0.05% | 1153 | -206 | -10.41% | Q4 2025 | Mar 03, 2026 |
| Summit Financial Strategies, Inc. | History | Reduced | 1,773 | 375 | 0.03% | 0.03% | 1152 | -53 | -2.9% | Q4 2025 | Jan 27, 2026 |
| Cadence Bank | History | Reduced | 1,773 | 375 | 0.02% | 0.02% | 1151 | -21 | -1.17% | Q4 2025 | Jan 30, 2026 |
| SAGE RHINO CAPITAL LLC | History | Added to | 1,768 | 374 | 0.07% | 0.07% | 1154 | +17 | 0.97% | Q4 2025 | Jan 30, 2026 |
| CUTLER INVESTMENT COUNSEL LLC | History | Reduced | 1,763 | 373 | 0.04% | 0.04% | 1155 | -35 | -1.95% | Q4 2025 | Feb 12, 2026 |
| Vantage Point Financial LLC | History | Reduced | 1,754 | 371 | 0.13% | 0.15% | 1156 | -136 | -7.2% | Q4 2025 | Feb 02, 2026 |
| Argentarii, LLC | History | Reduced | 1,742 | 368 | 0.12% | 0.17% | 1157 | -282 | -13.93% | Q4 2025 | Jan 13, 2026 |
| Sonoma Private Wealth LLC | History | Added to | 1,737 | 367 | 0.44% | 0.42% | 1158 | +41 | 2.42% | Q4 2025 | Feb 17, 2026 |
| Vantage Financial Partners, LLC | History | Added to | 1,729 | 366 | 0.07% | 0.08% | 1159 | +16 | 0.93% | Q4 2025 | Feb 03, 2026 |
| VISTA CAPITAL PARTNERS, INC. | History | Added to | 1,728 | 365 | 0.04% | 0.04% | 1160 | +20 | 1.17% | Q4 2025 | Feb 02, 2026 |
| Diversified Trust Co | History | No change | 1,718 | 363 | 0.01% | 0.01% | 1161 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Berman McAleer LLC | History | Reduced | 1,706 | 361 | 0.05% | 0.05% | 1162 | -1 | -0.06% | Q4 2025 | Feb 05, 2026 |
| Brightwater Advisory LLC | History | Reduced | 1,703 | 360 | 0.24% | 0.25% | 1165 | -75 | -4.22% | Q4 2025 | Feb 12, 2026 |
| Verdence Capital Advisors LLC | History | Added to | 1,701 | 360 | 0.02% | 0.02% | 1163 | +2 | 0.12% | Q4 2025 | Jan 29, 2026 |
| Seed Wealth Management, Inc. | History | No change | 1,700 | 360 | 0.25% | 0.24% | 1164 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| TPG Advisors LLC | History | Added to | 1,696 | 359 | 0.22% | 0.22% | 1167 | +80 | 4.95% | Q4 2025 | Jan 21, 2026 |
| MELFA WEALTH MANAGEMENT, INC. | History | Added to | 1,696 | 359 | 0.21% | 0.21% | 1166 | +5 | 0.3% | Q4 2025 | Jan 16, 2026 |
| New Hampshire Trust | History | No change | 1,688 | 357 | 0.07% | 0.07% | 1168 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| HSBC HOLDINGS PLC | History | New | 1,670 | 353 | 0.0% | — | 1170 | +1,670 | New | Q4 2025 | Mar 20, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | New | 1,669 | 353 | 0.01% | — | 1169 | +1,669 | New | Q4 2025 | Feb 17, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Added to | 1,653 | 350 | 0.01% | 0.01% | 1172 | +319 | 23.91% | Q4 2025 | Feb 10, 2026 |
| BWM Planning, LLC | History | Added to | 1,655 | 350 | 0.09% | 0.1% | 1173 | +2 | 0.12% | Q4 2025 | Jan 14, 2026 |
| JAG CAPITAL MANAGEMENT, LLC | History | No change | 1,655 | 350 | 0.04% | 0.04% | 1171 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 1,647 | 348 | 0.04% | 0.04% | 1174 | +15 | 0.92% | Q4 2025 | Feb 13, 2026 |
| Invst, LLC | History | Reduced | 1,642 | 347 | 0.04% | 0.04% | 1175 | -164 | -9.08% | Q4 2025 | Feb 11, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Reduced | 1,632 | 345 | 0.01% | 0.01% | 1177 | -410 | -20.08% | Q4 2025 | Jan 12, 2026 |
| SEMITAM BONAM LLC | History | No change | 1,630 | 345 | 0.29% | 0.3% | 1176 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Added to | 1,626 | 344 | 0.02% | 0.03% | 1179 | +1 | 0.06% | Q4 2025 | Feb 02, 2026 |
| Finward Bancorp | History | No change | 1,626 | 344 | 0.27% | 0.26% | 1178 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Annandale Capital, LLC | History | No change | 1,625 | 344 | 0.04% | 0.06% | 1180 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Reduced | 1,621 | 343 | 0.01% | 0.01% | 1181 | -266 | -14.1% | Q4 2025 | Feb 13, 2026 |
| New Covenant Trust Company, N.A. | History | Reduced | 1,591 | 341 | 0.31% | 0.98% | 1185 | -3,431 | -68.32% | Q4 2025 | Jan 13, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 1,611 | 341 | 0.0% | 0.0% | 1182 | -105 | -6.12% | Q4 2025 | Jan 14, 2026 |
| Ocean Park Asset Management, LLC | History | Reduced | 1,611 | 341 | 0.02% | 0.01% | 1183 | -105 | -6.12% | Q4 2025 | Jan 15, 2026 |
| Willis Johnson & Associates, Inc. | History | No change | 1,611 | 341 | 0.02% | 0.02% | 1184 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | Reduced | 1,535 | 340 | 0.02% | 0.03% | 1186 | -138 | -8.25% | Q4 2025 | Feb 13, 2026 |
| Sterling Investment Counsel, LLC | History | New | 1,708 | 338 | 0.1% | — | 1187 | +1,708 | New | Q4 2025 | Jan 27, 2026 |
| MARCO INVESTMENT MANAGEMENT LLC | History | Reduced | 1,593 | 337 | 0.03% | 0.03% | 1189 | -75 | -4.5% | Q4 2025 | Feb 04, 2026 |
| APPLETON PARTNERS INC/MA | History | Added to | 1,591 | 337 | 0.02% | 0.02% | 1188 | +27 | 1.73% | Q4 2025 | Jan 09, 2026 |
| VESTIA PERSONAL WEALTH ADVISORS | History | Added to | 1,486 | 337 | 0.17% | 0.18% | 1190 | +11 | 0.75% | Q4 2025 | Jan 27, 2026 |
| PFG Investments, LLC | History | Reduced | 1,588 | 336 | 0.02% | 0.03% | 1191 | -907 | -36.35% | Q4 2025 | Jan 26, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 1,586 | 335 | 0.04% | 0.04% | 1193 | +115 | 7.82% | Q4 2025 | Jan 26, 2026 |
| 1ST SOURCE BANK | History | No change | 1,583 | 335 | 0.02% | 0.02% | 1192 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Team Hewins, LLC | History | No change | 1,580 | 334 | 0.11% | 0.11% | 1194 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Columbia Asset Management | History | Added to | 1,573 | 333 | 0.06% | 0.06% | 1195 | +50 | 3.28% | Q4 2025 | Jan 28, 2026 |
| PENOBSCOT WEALTH MANAGEMENT | History | Added to | 1,576 | 333 | 0.1% | 0.1% | 1196 | +35 | 2.27% | Q4 2025 | Feb 12, 2026 |
| Sound Income Strategies, LLC | History | Added to | 1,480 | 332 | 0.02% | 0.01% | 1198 | +553 | 59.65% | Q4 2025 | Jan 21, 2026 |
| Dakota Wealth Management | History | Added to | 1,570 | 332 | 0.01% | 0.01% | 1197 | +335 | 27.13% | Q4 2025 | Jan 13, 2026 |
| Cordoba Advisory Partners LLC | History | New | 1,564 | 331 | 0.08% | — | 1200 | +1,564 | New | Q4 2025 | Feb 13, 2026 |
| Capasso Planning Partners LLC | History | Reduced | 1,565 | 331 | 0.18% | 0.26% | 1199 | -491 | -23.88% | Q4 2025 | Feb 17, 2026 |
| Keel Point, LLC | History | Added to | 1,558 | 330 | 0.02% | 0.02% | 1201 | +14 | 0.91% | Q4 2025 | Feb 12, 2026 |
| MOR Wealth Management, LLC | History | New | 1,555 | 329 | 0.15% | — | 1206 | +1,555 | New | Q4 2025 | Jan 15, 2026 |
| North Capital, Inc. | History | Added to | 1,555 | 329 | 0.28% | 0.25% | 1205 | +13 | 0.84% | Q4 2025 | Feb 18, 2026 |
| ROVIN CAPITAL /UT/ /ADV | History | No change | 1,555 | 329 | 0.09% | 0.08% | 1202 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| BARLOW WEALTH PARTNERS, LLC | History | No change | 1,482 | 329 | 0.04% | 0.03% | 1203 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Salus Financial Advisors, LLC | History | No change | 1,556 | 329 | 0.2% | 0.2% | 1204 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Keystone Financial Group | History | Added to | 1,553 | 328 | 0.02% | 0.02% | 1207 | +95 | 6.52% | Q4 2025 | Feb 06, 2026 |
| UHLMANN PRICE SECURITIES, LLC | History | Reduced | 1,545 | 327 | 0.19% | 0.2% | 1208 | -43 | -2.71% | Q4 2025 | Jan 12, 2026 |
| Milestone Asset Management Group, LLC | History | Added to | 1,545 | 327 | 0.18% | 0.2% | 1209 | +2 | 0.13% | Q4 2025 | Feb 03, 2026 |
| LWM ADVISORS INC | History | No change | 1,544 | 327 | 0.29% | 0.29% | 1210 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Strategic Financial Services, Inc. | History | Added to | 1,405 | 326 | 0.02% | 0.01% | 1211 | +240 | 20.6% | Q4 2025 | Feb 09, 2026 |
| Gilliland Jeter Wealth Management LLC | History | No change | 1,536 | 325 | 0.1% | 0.1% | 1212 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| ROMAN BUTLER FULLERTON & CO | History | Added to | 1,430 | 324 | 0.08% | 0.08% | 1213 | +2 | 0.14% | Q4 2025 | Jan 26, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 1,531 | 324 | 0.04% | 0.04% | 1214 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Reduced | 1,526 | 323 | 0.01% | 0.01% | 1215 | -642 | -29.61% | Q4 2025 | Feb 19, 2026 |
| KDK Private Wealth Management, LLC | History | Reduced | 1,517 | 321 | 0.28% | 0.33% | 1216 | -29 | -1.88% | Q4 2025 | Feb 12, 2026 |
| WRAPMANAGER INC | History | Reduced | 1,515 | 320 | 0.11% | 0.11% | 1217 | -214 | -12.38% | Q4 2025 | Feb 06, 2026 |
| Thrive Wealth Management, LLC | History | Reduced | 1,510 | 319 | 0.05% | 0.06% | 1218 | -350 | -18.82% | Q4 2025 | Jan 12, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | New | 1,504 | 318 | 0.02% | — | 1220 | +1,504 | New | Q4 2025 | Jan 14, 2026 |
| Stewardship Advisors, LLC | History | Added to | 1,504 | 318 | 0.07% | 0.07% | 1219 | +35 | 2.38% | Q4 2025 | Jan 15, 2026 |
| DEARBORN PARTNERS LLC | History | Added to | 1,501 | 317 | 0.02% | 0.01% | 1221 | +162 | 12.1% | Q4 2025 | Feb 11, 2026 |
| Argent Advisors, Inc. | History | Reduced | 1,500 | 317 | 0.09% | 0.1% | 1222 | -101 | -6.31% | Q4 2025 | Feb 11, 2026 |
| ROBINSON SMITH WEALTH ADVISORS LLC | History | Reduced | 1,499 | 317 | 0.22% | 0.23% | 1224 | -30 | -1.96% | Q4 2025 | Feb 09, 2026 |
| SVB WEALTH LLC | History | No change | 1,500 | 317 | 0.02% | 0.02% | 1223 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| My Personal CFO, LLC | History | Added to | 1,496 | 316 | 0.13% | 0.11% | 1225 | +184 | 14.02% | Q4 2025 | Jan 15, 2026 |
| Pearl Planning LLC | History | New | 1,490 | 315 | 0.19% | — | 1226 | +1,490 | New | Q4 2025 | Feb 03, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 1,474 | 312 | 0.02% | 0.02% | 1227 | +129 | 9.59% | Q4 2025 | Mar 04, 2026 |
| Horizon Investment Services, LLC | History | Added to | 1,470 | 311 | 0.11% | 0.11% | 1228 | +47 | 3.3% | Q4 2025 | Feb 13, 2026 |
| Solstein Capital, LLC | History | New | 1,463 | 309 | 0.12% | — | 1229 | +1,463 | New | Q4 2025 | Feb 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 1,457 | 308 | 0.0% | — | 1230 | +1,457 | New | Q4 2025 | Feb 13, 2026 |
| FLAGSTAR ADVISORS INC | History | Reduced | 1,457 | 308 | 0.1% | 0.1% | 1231 | -94 | -6.06% | Q4 2025 | Jan 13, 2026 |
| Sovran Advisors, LLC | History | Reduced | 1,365 | 308 | 0.03% | 0.03% | 1233 | -83 | -5.73% | Q4 2025 | Jan 20, 2026 |
| JEPPSON WEALTH MANAGEMENT, LLC | History | No change | 1,455 | 308 | 0.1% | 0.1% | 1232 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| LAZARI CAPITAL MANAGEMENT, INC. | History | Added to | 1,450 | 307 | 0.1% | 0.1% | 1234 | +14 | 0.97% | Q4 2025 | Jan 29, 2026 |
| Meredith Wealth Planning | History | Reduced | 1,447 | 306 | 0.09% | 0.1% | 1235 | -30 | -2.03% | Q4 2025 | Jan 16, 2026 |
| Altiora Financial Group, LLC | History | Reduced | 1,441 | 305 | 0.05% | 0.11% | 1236 | -1,419 | -49.62% | Q4 2025 | Feb 12, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 1,439 | 304 | 0.0% | 0.0% | 1237 | -80 | -5.27% | Q4 2025 | Feb 13, 2026 |
| COLUMBIA ADVISORY PARTNERS LLC | History | Reduced | 1,434 | 303 | 0.21% | 0.28% | 1238 | -512 | -26.31% | Q4 2025 | Jan 22, 2026 |
| Fourth Dimension Wealth, LLC | History | Reduced | 1,432 | 303 | 0.11% | 0.11% | 1240 | -12 | -0.83% | Q4 2025 | Feb 04, 2026 |
| Park Edge Advisors, LLC | History | No change | 1,431 | 303 | 0.07% | 0.07% | 1239 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| CIDEL ASSET MANAGEMENT INC | History | Reduced | 1,425 | 301 | 0.02% | 0.02% | 1241 | -325 | -18.57% | Q4 2025 | Jan 21, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 1,424 | 301 | 0.26% | 0.26% | 1242 | +14 | 0.99% | Q4 2025 | Jan 26, 2026 |
| Evensky & Katz LLC | History | Added to | 1,415 | 300 | 0.02% | 0.02% | 1244 | +11 | 0.78% | Q4 2025 | Feb 05, 2026 |
| Holland Advisory Services, Inc. | History | Added to | 1,417 | 300 | 0.4% | 0.4% | 1245 | +6 | 0.43% | Q4 2025 | Jan 12, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 1,420 | 300 | 0.01% | 0.01% | 1243 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Yoder Wealth Management, Inc. | History | No change | 1,417 | 300 | 0.14% | 0.14% | 1246 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Prospect Financial Services LLC | History | Added to | 1,413 | 299 | 0.17% | 0.13% | 1249 | +297 | 26.61% | Q4 2025 | Feb 06, 2026 |
| W.H. Cornerstone Investments Inc. | History | Added to | 1,413 | 299 | 0.18% | 0.18% | 1248 | +13 | 0.93% | Q4 2025 | Feb 10, 2026 |
| Sage Financial Management Group, Inc. | History | Reduced | 1,415 | 299 | 0.09% | 0.09% | 1247 | -12 | -0.84% | Q4 2025 | Feb 05, 2026 |
| ICONIQ Capital, LLC | History | No change | 1,398 | 296 | 0.0% | 0.0% | 1250 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Bonfire Financial | History | Reduced | 1,393 | 294 | 0.22% | 0.23% | 1251 | -30 | -2.11% | Q4 2025 | Jan 27, 2026 |
| Clark Capital Management Group, Inc. | History | Reduced | 1,384 | 293 | 0.0% | 0.0% | 1252 | -167 | -10.77% | Q4 2025 | Feb 17, 2026 |
| Murphy Pohlad Asset Management LLC | History | Added to | 1,383 | 292 | 0.11% | 0.1% | 1253 | +103 | 8.05% | Q4 2025 | Feb 09, 2026 |
| Vivaldi Capital Management LP | History | Added to | 1,383 | 292 | 0.04% | 0.04% | 1254 | +1 | 0.07% | Q4 2025 | Feb 13, 2026 |
| Inspire Advisors, LLC | History | Reduced | 1,373 | 290 | 0.03% | 0.03% | 1255 | -54 | -3.78% | Q4 2025 | Feb 13, 2026 |
| DecisionMap Wealth Management, LLC | History | Reduced | 1,371 | 290 | 0.18% | 0.19% | 1256 | -49 | -3.45% | Q4 2025 | Jan 07, 2026 |
| Milestone Investment Advisors LLC | History | No change | 1,366 | 289 | 0.07% | 0.07% | 1257 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Insight Inv LLC | History | Added to | 1,353 | 286 | 0.16% | 0.14% | 1258 | +210 | 18.37% | Q4 2025 | Feb 06, 2026 |
| Clark Asset Management, LLC | History | Reduced | 1,349 | 285 | 0.03% | 0.04% | 1260 | -366 | -21.34% | Q4 2025 | Jan 27, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 1,348 | 285 | 0.02% | 0.02% | 1259 | +133 | 10.95% | Q4 2025 | Jan 09, 2026 |
| Daviman Financial, LLC | History | New | 1,328 | 281 | 0.16% | — | 1261 | +1,328 | New | Q4 2025 | Feb 06, 2026 |
| HEADINVEST, LLC | History | No change | 1,325 | 280 | 0.06% | 0.06% | 1262 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Hippocratic Financial Advisors, LLC | History | No change | 1,323 | 280 | 0.13% | 0.13% | 1263 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| WORLD EQUITY GROUP, INC. | History | Added to | 1,319 | 279 | 0.08% | 0.05% | 1264 | +168 | 14.6% | Q4 2025 | Jan 12, 2026 |
| MB, LEVIS & ASSOCIATES, LLC | History | Added to | 1,321 | 279 | 0.12% | 0.11% | 1267 | +90 | 7.31% | Q4 2025 | Jan 14, 2026 |
| Gilman Hill Asset Management, LLC | History | No change | 1,318 | 279 | 0.04% | 0.04% | 1265 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 1,319 | 279 | 0.01% | 0.01% | 1266 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 1,316 | 278 | 0.02% | 0.02% | 1268 | -137 | -9.43% | Q4 2025 | Feb 03, 2026 |
| CLARIS ADVISORS, LLC / MO / | History | No change | 1,315 | 278 | 0.08% | 0.09% | 1269 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Passive Capital Management, LLC. | History | No change | 1,310 | 277 | 0.09% | 0.09% | 1270 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Advocacy Wealth Management, LLC | History | No change | 1,305 | 276 | 0.01% | 0.01% | 1271 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 1,298 | 275 | 0.03% | 0.03% | 1272 | -50 | -3.71% | Q4 2025 | Feb 13, 2026 |
| Amplius Wealth Advisors, LLC | History | No change | 1,301 | 275 | 0.02% | 0.02% | 1273 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| WealthTrak Capital Management LLC | History | Reduced | 1,291 | 273 | 0.2% | 0.31% | 1275 | -490 | -27.51% | Q4 2025 | Feb 10, 2026 |
| Curi Capital, LLC | History | Reduced | 1,289 | 273 | 0.0% | 0.01% | 1274 | -134 | -9.42% | Q4 2025 | Feb 17, 2026 |
| IAMS WEALTH MANAGEMENT, LLC | History | New | 1,288 | 272 | 0.1% | — | 1277 | +1,288 | New | Q4 2025 | Jan 26, 2026 |
| Calder Financial LLC | History | New | 1,285 | 272 | 0.27% | — | 1278 | +1,285 | New | Q4 2025 | Jan 23, 2026 |
| Wealth Quarterback LLC | History | Reduced | 1,286 | 272 | 0.1% | 0.1% | 1276 | -3 | -0.23% | Q4 2025 | Jan 15, 2026 |
| XXI WEALTH, LLC | History | New | 1,280 | 271 | 0.16% | — | 1279 | +1,280 | New | Q4 2025 | Feb 12, 2026 |
| Brady Martz Wealth Solutions, LLC | History | No change | 1,282 | 271 | 0.05% | 0.05% | 1280 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Kraft, Davis & Associates, LLC | History | Added to | 1,219 | 270 | 0.06% | 0.06% | 1281 | +1 | 0.08% | Q4 2025 | Jan 14, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | New | 1,274 | 269 | 0.01% | — | 1282 | +1,274 | New | Q4 2025 | Feb 18, 2026 |
| Veratis Advisors, Inc. | History | New | 1,167 | 269 | 0.21% | — | 1283 | +1,167 | New | Q4 2025 | Feb 18, 2026 |
| Walleye Partners, LLC | History | New | 1,270 | 268 | 0.3% | — | 1285 | +1,270 | New | Q4 2025 | Jan 28, 2026 |
| Foundation Wealth Management, LLC\PA | History | Reduced | 1,266 | 268 | 0.1% | 0.11% | 1284 | -46 | -3.51% | Q4 2025 | Jan 15, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | New | 1,258 | 266 | 0.02% | — | 1287 | +1,258 | New | Q4 2025 | Feb 12, 2026 |
| Cherry Creek Investment Advisors, Inc. | History | Reduced | 1,259 | 266 | 0.11% | 0.11% | 1286 | -5 | -0.4% | Q4 2025 | Jan 15, 2026 |
| Colonial Trust Co / SC | History | Reduced | 1,253 | 265 | 0.04% | 0.04% | 1289 | -15 | -1.18% | Q4 2025 | Feb 12, 2026 |
| Schrum Private Wealth Management LLC | History | No change | 1,252 | 265 | 0.2% | 0.19% | 1288 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Roble, Belko & Company, Inc | History | Added to | 1,243 | 263 | 0.03% | 0.0% | 1290 | +1,179 | 1842.19% | Q4 2025 | Jan 12, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Added to | 1,238 | 262 | 0.09% | — | 1291 | +1,234 | 30850.0% | Q4 2025 | Jan 20, 2026 |
| TFC Financial Management, Inc. | History | Added to | 1,242 | 262 | 0.03% | 0.03% | 1292 | +3 | 0.24% | Q4 2025 | Jan 23, 2026 |
| Balboa Wealth Partners | History | Added to | 1,241 | 262 | 0.04% | 0.04% | 1293 | +3 | 0.24% | Q4 2025 | Jan 16, 2026 |
| Ares Financial Consulting, LLC | History | New | 1,236 | 261 | 0.25% | — | 1299 | +1,236 | New | Q4 2025 | Jan 30, 2026 |
| INTEGRAL INVESTMENT ADVISORS, INC. | History | Reduced | 1,237 | 261 | 0.06% | 0.09% | 1298 | -375 | -23.26% | Q4 2025 | Feb 06, 2026 |
| Legacy Advisors, LLC | History | Added to | 1,235 | 261 | 0.03% | 0.03% | 1294 | +150 | 13.82% | Q4 2025 | Jan 27, 2026 |
| Key FInancial Inc | History | Added to | 1,233 | 261 | 0.05% | 0.05% | 1296 | +54 | 4.58% | Q4 2025 | Feb 09, 2026 |
| Winthrop Advisory Group LLC | History | Added to | 1,237 | 261 | 0.02% | 0.02% | 1295 | +31 | 2.57% | Q4 2025 | Jan 21, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | No change | 1,233 | 261 | 0.02% | 0.02% | 1297 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Axim Planning & Wealth | History | Reduced | 1,232 | 260 | 0.27% | 0.21% | 1300 | -40 | -3.14% | Q4 2025 | Feb 13, 2026 |
| Park Place Capital Corp | History | Added to | 1,232 | 260 | 0.05% | 0.05% | 1301 | +2 | 0.16% | Q4 2025 | Jan 09, 2026 |
| L. Roy Papp & Associates, LLP | History | Added to | 1,225 | 259 | 0.03% | 0.03% | 1302 | +11 | 0.91% | Q4 2025 | Jan 28, 2026 |
| Liberty Capital Management, Inc. | History | Reduced | 1,224 | 259 | 0.05% | 0.05% | 1303 | -11 | -0.89% | Q4 2025 | Jan 26, 2026 |
| Lexington Hill Partners, LLC | History | New | 1,219 | 258 | 0.19% | — | 1305 | +1,219 | New | Q4 2025 | Feb 19, 2026 |
| McIlrath & Eck, LLC | History | Added to | 1,219 | 258 | 0.02% | 0.02% | 1304 | +458 | 60.18% | Q4 2025 | Feb 03, 2026 |
| FELL CAPITAL MANAGEMENT /ADV | History | New | 1,208 | 255 | 0.25% | — | 1306 | +1,208 | New | Q4 2025 | Mar 27, 2026 |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | History | Added to | 1,208 | 255 | 0.01% | 0.01% | 1307 | +35 | 2.98% | Q4 2025 | Feb 17, 2026 |
| Intelligence Driven Advisers, LLC | History | Added to | 1,206 | 255 | 0.04% | 0.03% | 1308 | +12 | 1.01% | Q4 2025 | Jan 23, 2026 |
| TruWealth Advisors, LLC | History | Reduced | 1,203 | 254 | 0.01% | 0.01% | 1312 | -66 | -5.2% | Q4 2025 | Jan 07, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 1,201 | 254 | 0.08% | 0.09% | 1309 | +47 | 4.07% | Q4 2025 | Feb 10, 2026 |
| Berger Financial Group, Inc | History | Added to | 1,201 | 254 | 0.01% | 0.01% | 1311 | +1 | 0.08% | Q4 2025 | Jan 27, 2026 |
| Harbour Capital Advisors, LLC | History | No change | 1,187 | 254 | 0.05% | 0.05% | 1310 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Crewe Advisors LLC | History | No change | 1,197 | 253 | 0.02% | 0.02% | 1313 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Meeder Advisory Services, Inc. | History | Added to | 1,191 | 252 | 0.01% | 0.01% | 1314 | +219 | 22.53% | Q4 2025 | Feb 11, 2026 |
| RCS Financial Planning, LLC | History | Reduced | 1,189 | 251 | 0.11% | 0.12% | 1316 | -76 | -6.01% | Q4 2025 | Jan 15, 2026 |
| Accel Wealth Management | History | Added to | 1,186 | 251 | 0.07% | 0.07% | 1315 | +5 | 0.42% | Q4 2025 | Jan 20, 2026 |
| ROMANO BROTHERS AND COMPANY | History | Reduced | 1,181 | 250 | 0.03% | 0.04% | 1317 | -310 | -20.79% | Q4 2025 | Jan 14, 2026 |
| PGIM Custom Harvest LLC | History | Reduced | 1,183 | 250 | 0.0% | 0.0% | 1319 | -85 | -6.7% | Q4 2025 | Feb 17, 2026 |
| SilverOak Wealth Management LLC | History | No change | 1,181 | 250 | 0.04% | 0.04% | 1318 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Independent Wealth Network Inc. | History | Added to | 1,171 | 248 | 0.08% | 0.07% | 1320 | +73 | 6.65% | Q4 2025 | Jan 26, 2026 |
| Gilbert & Cook, Inc. | History | Added to | 1,170 | 247 | 0.03% | 0.03% | 1321 | +9 | 0.78% | Q4 2025 | Jan 07, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 1,138 | 247 | 0.02% | 0.02% | 1322 | +4 | 0.35% | Q4 2025 | Jan 28, 2026 |
| EHRLICH FINANCIAL GROUP | History | Added to | 1,164 | 246 | 0.14% | 0.14% | 1323 | +1 | 0.09% | Q4 2025 | Jan 06, 2026 |
| N.E.W. Advisory Services LLC | History | Added to | 1,160 | 245 | 0.02% | 0.02% | 1324 | +170 | 17.17% | Q4 2025 | Jan 28, 2026 |
| ANDREWS, LUCIA WEALTH MANAGEMENT LLC | History | No change | 1,160 | 245 | 0.15% | 0.15% | 1325 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| BAYBAN | History | New | 1,150 | 243 | 0.21% | — | 1327 | +1,150 | New | Q4 2025 | Mar 05, 2026 |
| Tradewinds, LLC. | History | Reduced | 1,148 | 243 | 0.06% | 0.06% | 1326 | -114 | -9.03% | Q4 2025 | Feb 13, 2026 |
| Camelot Portfolios, LLC | History | Reduced | 1,147 | 242 | 0.15% | 0.2% | 1328 | -442 | -27.82% | Q4 2025 | Jan 29, 2026 |
| GRANVILLE CAPITAL, INC. | History | New | 1,142 | 241 | 0.13% | — | 1329 | +1,142 | New | Q4 2025 | Feb 13, 2026 |
| Holos Integrated Wealth LLC | History | No change | 1,125 | 241 | 0.13% | 0.13% | 1330 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Financial Gravity Asset Management, Inc. | History | Added to | 1,138 | 240 | 0.05% | 0.01% | 1332 | +968 | 569.41% | Q4 2025 | Feb 13, 2026 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | History | Added to | 1,137 | 240 | 0.04% | 0.04% | 1331 | +57 | 5.28% | Q4 2025 | Feb 02, 2026 |
| Aquire Wealth Advisors, LLC | History | Added to | 1,133 | 239 | 0.06% | 0.05% | 1333 | +168 | 17.41% | Q4 2025 | Jan 07, 2026 |
| Pitcairn Wealth Advisors LLC | History | New | 1,126 | 238 | 0.02% | — | 1335 | +1,126 | New | Q4 2025 | Feb 13, 2026 |
| Merrithew & Thorsten Inc | History | New | 1,123 | 238 | 0.25% | — | 1336 | +1,123 | New | Q4 2025 | Feb 03, 2026 |
| Connecticut Wealth Management, LLC | History | No change | 1,126 | 238 | 0.01% | 0.01% | 1334 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| DEFINED WEALTH MANAGEMENT, LLC | History | No change | 1,124 | 237 | 0.14% | 0.14% | 1337 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Added to | 1,117 | 236 | 0.02% | 0.02% | 1338 | +32 | 2.95% | Q4 2025 | Jan 08, 2026 |
| Archer Investment Corp | History | Reduced | 1,115 | 236 | 0.05% | 0.05% | 1339 | -27 | -2.36% | Q4 2025 | Jan 30, 2026 |
| Lauterbach Financial Advisors, LLC | History | No change | 1,117 | 236 | 0.12% | 0.12% | 1340 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Graney & King, LLC | History | Added to | 1,107 | 234 | 0.14% | 0.16% | 1343 | +30 | 2.79% | Q4 2025 | Feb 13, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | Added to | 1,106 | 234 | 0.08% | 0.08% | 1341 | +5 | 0.45% | Q4 2025 | Jan 27, 2026 |
| Capital Group Private Client Services, Inc. | History | No change | 1,108 | 234 | 0.0% | 0.0% | 1342 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| RFG HOLDINGS, INC. | History | Added to | 1,104 | 233 | 0.06% | 0.06% | 1344 | +6 | 0.55% | Q4 2025 | Jan 23, 2026 |
| PENNINGTON PARTNERS & CO., LLC | History | New | 1,098 | 232 | 0.09% | — | 1347 | +1,098 | New | Q4 2025 | Feb 17, 2026 |
| Red Door Wealth Management, LLC | History | New | 1,097 | 232 | 0.02% | — | 1348 | +1,097 | New | Q4 2025 | Jan 20, 2026 |
| Cornerstone Financial Management LLC | History | New | 1,096 | 232 | 0.22% | — | 1351 | +1,096 | New | Q4 2025 | Feb 13, 2026 |
| Legacy Bridge, LLC | History | Reduced | 1,098 | 232 | 0.09% | 0.11% | 1345 | -228 | -17.19% | Q4 2025 | Jan 23, 2026 |
| BRIAN LOW FINANCIAL GROUP, LLC | History | Reduced | 1,096 | 232 | 0.16% | 0.2% | 1350 | -171 | -13.5% | Q4 2025 | Feb 13, 2026 |
| Pinion Investment Advisors, LLC | History | Added to | 1,098 | 232 | 0.06% | 0.06% | 1346 | +84 | 8.28% | Q4 2025 | Jan 29, 2026 |
| ENCOMPASS WEALTH ADVISORS, LLC | History | Added to | 1,098 | 232 | 0.08% | 0.07% | 1349 | +80 | 7.86% | Q4 2025 | Jan 22, 2026 |
| Synergy Asset Management, LLC | History | Reduced | 1,091 | 231 | 0.02% | 0.03% | 1352 | -2,858 | -72.37% | Q4 2025 | Jan 13, 2026 |
| Stephens Consulting, LLC | History | No change | 1,091 | 231 | 0.07% | 0.08% | 1353 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Manske Wealth Management | History | Added to | 1,087 | 230 | 0.07% | 0.06% | 1355 | +91 | 9.14% | Q4 2025 | Feb 03, 2026 |
| Tillman Hartley LLC | History | Reduced | 1,088 | 230 | 0.06% | 0.06% | 1354 | -1 | -0.09% | Q4 2025 | Feb 13, 2026 |
| BTS Asset Management, Inc. | History | New | 1,082 | 229 | 0.31% | — | 1357 | +1,082 | New | Q4 2025 | Jan 26, 2026 |
| VAUGHAN DAVID INVESTMENTS LLC/IL | History | New | 1,079 | 229 | 0.0% | — | 1356 | +1,079 | New | Q4 2025 | Feb 12, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Added to | 1,072 | 227 | 0.11% | 0.01% | 1360 | +991 | 1223.46% | Q4 2025 | Feb 03, 2026 |
| PRUDENT INVESTORS NETWORK, INC. | History | No change | 1,075 | 227 | 0.05% | 0.05% | 1358 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Core Wealth Partners LLC | History | No change | 1,073 | 227 | 0.1% | 0.1% | 1359 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| 4WEALTH ADVISORS, INC. | History | New | 1,070 | 226 | 0.19% | — | 1362 | +1,070 | New | Q4 2025 | Jan 21, 2026 |
| Omega Financial Group, LLC | History | Added to | 1,071 | 226 | 0.07% | 0.07% | 1361 | +9 | 0.85% | Q4 2025 | Jan 28, 2026 |
| Beaumont Financial Advisors, LLC | History | Added to | 1,066 | 225 | 0.01% | 0.01% | 1365 | +56 | 5.54% | Q4 2025 | Jan 16, 2026 |
| Advisors Capital Management, LLC | History | Reduced | 1,064 | 225 | 0.0% | 0.0% | 1363 | -32 | -2.92% | Q4 2025 | Jan 29, 2026 |
| Forum Financial Management, LP | History | No change | 1,064 | 225 | 0.0% | 0.0% | 1364 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Sargent Investment Group, LLC | History | New | 1,060 | 224 | 0.03% | — | 1367 | +1,060 | New | Q4 2025 | Feb 13, 2026 |
| Winthrop Partners - WNY, LLC | History | New | 1,058 | 224 | 0.12% | — | 1366 | +1,058 | New | Q4 2025 | Mar 12, 2026 |
| Centennial Bank/AR/ | History | Reduced | 1,060 | 224 | 0.09% | 0.13% | 1368 | -500 | -32.05% | Q4 2025 | Feb 17, 2026 |
| Cottage Street Advisors LLC | History | New | 1,055 | 223 | 0.09% | — | 1369 | +1,055 | New | Q4 2025 | Jan 26, 2026 |
| Investment Research & Advisory Group, Inc. | History | Added to | 1,052 | 222 | 0.07% | 0.07% | 1370 | +9 | 0.86% | Q4 2025 | Jan 20, 2026 |
| WPG Advisers, LLC | History | Added to | 1,052 | 222 | 0.16% | 0.17% | 1372 | +7 | 0.67% | Q4 2025 | Jan 28, 2026 |
| Perfromance Wealth Partners, LLC | History | No change | 1,051 | 222 | 0.01% | 0.01% | 1371 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| NBC SECURITIES, INC. | History | Added to | 1,039 | 220 | 0.02% | 0.02% | 1373 | +41 | 4.11% | Q4 2025 | Jan 29, 2026 |
| Northstar Group, Inc. | History | Added to | 1,039 | 220 | 0.03% | 0.03% | 1374 | +4 | 0.39% | Q4 2025 | Feb 13, 2026 |
| SATOVSKY ASSET MANAGEMENT LLC | History | Added to | 1,037 | 219 | 0.04% | 0.04% | 1375 | +8 | 0.78% | Q4 2025 | Feb 13, 2026 |
| EWA, LLC | History | New | 1,032 | 218 | 0.05% | — | 1376 | +1,032 | New | Q4 2025 | Feb 03, 2026 |
| Winter & Associates, Inc. | History | New | 1,030 | 218 | 0.2% | — | 1377 | +1,030 | New | Q4 2025 | Feb 13, 2026 |
| Peak Asset Management, LLC | History | New | 1,027 | 217 | 0.04% | — | 1379 | +1,027 | New | Q4 2025 | Feb 05, 2026 |
| Smith Salley Wealth Management | History | No change | 1,027 | 217 | 0.01% | 0.01% | 1378 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Ellenbecker Investment Group | History | Added to | 1,024 | 216 | 0.03% | 0.03% | 1380 | +55 | 5.68% | Q4 2025 | Jan 30, 2026 |
| Lifeworks Advisors, LLC | History | Reduced | 1,022 | 216 | 0.03% | 0.03% | 1381 | -7 | -0.68% | Q4 2025 | Feb 13, 2026 |
| Westmount Partners, LLC | History | No change | 1,024 | 216 | 0.05% | 0.06% | 1382 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Straight Path Wealth Management | History | New | 1,018 | 215 | 0.06% | — | 1384 | +1,018 | New | Q4 2025 | Feb 11, 2026 |
| Rothschild Capital Partners, LLC | History | New | 1,016 | 215 | 0.05% | — | 1383 | +1,016 | New | Q4 2025 | Feb 17, 2026 |
| Serenus Wealth Advisors, LLC | History | Added to | 1,016 | 215 | 0.04% | 0.04% | 1385 | +14 | 1.4% | Q4 2025 | Jan 28, 2026 |
| McLean Asset Management Corp | History | Reduced | 958 | 213 | 0.04% | 0.16% | 1386 | -2,765 | -74.27% | Q4 2025 | Jan 16, 2026 |
| Investment Advisory Group, LLC | History | No change | 1,008 | 213 | 0.05% | 0.06% | 1387 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| RAM Investment Partners, LLC | History | Reduced | 1,004 | 212 | 0.04% | 0.04% | 1388 | -94 | -8.56% | Q4 2025 | Feb 12, 2026 |
| Post Resch Tallon Group Inc. | History | No change | 1,005 | 212 | 0.18% | 0.18% | 1389 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| UNITED BANK | History | No change | 1,000 | 211 | 0.03% | 0.02% | 1390 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Advantage Trust Co | History | No change | 1,000 | 211 | 0.1% | 0.09% | 1391 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Meridian Wealth Advisors, LLC | History | No change | 995 | 210 | 0.03% | 0.03% | 1392 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| PAX Financial Group, LLC | History | Reduced | 990 | 209 | 0.04% | 0.05% | 1395 | -408 | -29.18% | Q4 2025 | Feb 05, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 991 | 209 | 0.01% | 0.01% | 1393 | -1 | -0.1% | Q4 2025 | Feb 10, 2026 |
| Crumly & Associates Inc. | History | No change | 988 | 209 | 0.04% | 0.05% | 1394 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Ledyard National Bank | History | New | 984 | 208 | 0.02% | — | 1396 | +984 | New | Q4 2025 | Jan 21, 2026 |
| Hubbell Strickland Wealth Management, LLC | History | Added to | 986 | 208 | 0.08% | 0.08% | 1397 | +9 | 0.92% | Q4 2025 | Jan 20, 2026 |
| Freedom Financial Partners LLC | History | Added to | 982 | 207 | 0.08% | 0.08% | 1399 | +4 | 0.41% | Q4 2025 | Jan 06, 2026 |
| ACCREDITED INVESTOR SERVICES, LLC | History | No change | 982 | 207 | 0.14% | 0.14% | 1398 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| White Wing Wealth Management | History | Added to | 976 | 206 | 0.12% | 0.13% | 1400 | +3 | 0.31% | Q4 2025 | Jan 15, 2026 |
| Mayflower Financial Advisors, LLC | History | New | 969 | 205 | 0.02% | — | 1402 | +969 | New | Q4 2025 | Jan 13, 2026 |
| Maia Wealth LLC | History | New | 896 | 205 | 0.03% | — | 1403 | +896 | New | Q4 2025 | Feb 17, 2026 |
| Litman Gregory Wealth Management LLC | History | No change | 971 | 205 | 0.01% | 0.02% | 1401 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| MASECO LLP | History | New | 967 | 204 | 0.01% | — | 1406 | +967 | New | Q4 2025 | Jan 22, 2026 |
| Harvest Investment Services, LLC | History | New | 965 | 204 | 0.04% | — | 1404 | +965 | New | Q4 2025 | Feb 17, 2026 |
| TAGStone Capital, Inc. | History | No change | 977 | 204 | 0.08% | 0.08% | 1405 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Horst & Graben Wealth Management LLC | History | New | 962 | 203 | 0.03% | — | 1407 | +962 | New | Q4 2025 | Jan 27, 2026 |
| jvl associates llc | History | No change | 963 | 203 | 0.07% | 0.07% | 1408 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| PUREfi Wealth, LLC | History | New | 957 | 202 | 0.15% | — | 1411 | +957 | New | Q4 2025 | Jan 12, 2026 |
| Oak Harvest Investment Services | History | New | 956 | 202 | 0.02% | — | 1410 | +956 | New | Q4 2025 | Jan 27, 2026 |
| SECURITY NATIONAL BANK OF SO DAK | History | New | 954 | 202 | 0.1% | — | 1409 | +954 | New | Q4 2025 | Feb 13, 2026 |
| CFO4Life Group, LLC | History | New | 947 | 200 | 0.03% | — | 1412 | +947 | New | Q4 2025 | Feb 06, 2026 |
| Legend Capital Advisors LLC | History | New | 946 | 200 | 0.11% | — | 1414 | +946 | New | Q4 2025 | Feb 17, 2026 |
| Abound Wealth Management | History | Reduced | 949 | 200 | 0.05% | 0.05% | 1413 | -19 | -1.96% | Q4 2025 | Jan 12, 2026 |
| Miller Capital Partners, Inc. | History | New | 920 | 194 | 0.1% | — | 1415 | +920 | New | Q4 2025 | Feb 17, 2026 |
| First PREMIER Bank | History | No change | 910 | 193 | 0.04% | 0.04% | 1416 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | Added to | 875 | 185 | 0.01% | 0.01% | 1417 | +157 | 21.87% | Q4 2025 | Jan 23, 2026 |
| Bare Financial Services, Inc | History | No change | 873 | 184 | 0.05% | 0.05% | 1418 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Operose Advisors LLC | History | Added to | 867 | 183 | 0.04% | 0.04% | 1419 | +1 | 0.12% | Q4 2025 | Feb 10, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | No change | 854 | 180 | 0.01% | 0.01% | 1420 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Mowery & Schoenfeld Wealth Management, LLC | History | No change | 844 | 178 | 0.26% | 0.3% | 1421 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Bogart Wealth, LLC | History | Reduced | 828 | 175 | 0.01% | 0.01% | 1422 | -350 | -29.71% | Q4 2025 | Jan 30, 2026 |
| WealthCollab, LLC | History | No change | 820 | 173 | 0.07% | 0.08% | 1423 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Kennebec Savings Bank | History | No change | 817 | 173 | 0.15% | 0.15% | 1424 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| ARCADIA INVESTMENT ADVISORS LLC | History | No change | 811 | 171 | 0.08% | 0.08% | 1425 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Glen Eagle Advisors, LLC | History | Added to | 799 | 169 | 0.02% | 0.02% | 1426 | +52 | 6.96% | Q4 2025 | Feb 13, 2026 |
| PROFFITT & GOODSON INC | History | No change | 783 | 165 | 0.02% | 0.02% | 1427 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| New Republic Capital, LLC | History | Reduced | 775 | 164 | 0.04% | 0.05% | 1428 | -28 | -3.49% | Q4 2025 | Feb 10, 2026 |
| DAGCO, INC. | History | No change | 770 | 163 | 0.04% | 0.04% | 1429 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 761 | 161 | 0.02% | — | 1431 | +761 | New | Q4 2025 | Feb 09, 2026 |
| Wells Financial Advisors INC | History | Reduced | 764 | 161 | 0.31% | 0.35% | 1430 | -487 | -38.93% | Q4 2025 | Feb 02, 2026 |
| Addison Advisors LLC | History | No change | 756 | 160 | 0.04% | 0.04% | 1432 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| ENTRUST FINANCIAL LLC | History | New | 728 | 154 | 0.11% | — | 1434 | +728 | New | Q4 2025 | Feb 06, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | Reduced | 732 | 154 | 0.01% | 0.02% | 1433 | -24 | -3.17% | Q4 2025 | Jan 23, 2026 |
| CURIO WEALTH, LLC | History | No change | 706 | 152 | 0.05% | 0.06% | 1435 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 705 | 149 | 0.11% | 0.1% | 1436 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| Colony Family Offices, LLC | History | No change | 694 | 146 | 0.04% | 0.04% | 1437 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Crews Bank & Trust | History | Added to | 678 | 143 | 0.02% | 0.0% | 1438 | +657 | 3128.57% | Q4 2025 | Jan 21, 2026 |
| Atlantic Private Wealth, LLC | History | Added to | 674 | 142 | 0.09% | 0.09% | 1439 | +1 | 0.15% | Q4 2025 | Feb 11, 2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | History | No change | 635 | 134 | 0.02% | 0.02% | 1440 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 633 | 134 | 0.01% | 0.01% | 1441 | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 610 | 129 | 0.0% | 0.0% | 1442 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 602 | 127 | 0.07% | 0.09% | 1445 | -514 | -46.06% | Q4 2025 | Feb 18, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 601 | 127 | 0.04% | 0.05% | 1444 | +342 | 132.05% | Q4 2025 | Feb 17, 2026 |
| Field & Main Bank | History | No change | 600 | 127 | 0.04% | 0.04% | 1443 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | New | 596 | 126 | 0.02% | — | 1446 | +596 | New | Q4 2025 | Jan 27, 2026 |
| GAMMA Investing LLC | History | No change | 593 | 125 | 0.01% | 0.01% | 1447 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| LRI Investments, LLC | History | No change | 588 | 124 | 0.01% | 0.01% | 1448 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| WEST PACES ADVISORS INC. | History | Added to | 571 | 121 | 0.02% | 0.02% | 1449 | +54 | 10.44% | Q4 2025 | Jan 21, 2026 |
| Johnson Financial Group, Inc. | History | No change | 565 | 119 | 0.0% | 0.0% | 1450 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| 10Elms LLP | History | No change | 562 | 119 | 0.11% | 0.11% | 1451 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | No change | 537 | 113 | 0.01% | 0.01% | 1452 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Fairscale Capital, LLC | History | Added to | 520 | 110 | 0.07% | 0.07% | 1453 | +18 | 3.59% | Q4 2025 | Feb 17, 2026 |
| HM PAYSON & CO | History | Added to | 519 | 109 | 0.0% | 0.0% | 1454 | +500 | 2631.58% | Q4 2025 | Feb 12, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 492 | 109 | 0.02% | 0.0% | 1455 | +485 | 6928.57% | Q4 2025 | Feb 02, 2026 |
| Hilton Head Capital Partners, LLC | History | New | 507 | 107 | 0.06% | — | 1457 | +507 | New | Q4 2025 | Feb 11, 2026 |
| Bradley & Co. Private Wealth Management, LLC | History | No change | 506 | 107 | 0.06% | 0.06% | 1456 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| BFSG, LLC | History | Reduced | 504 | 106 | 0.01% | 0.01% | 1458 | -40 | -7.35% | Q4 2025 | Jan 22, 2026 |
| Wagner Wealth Management, LLC | History | Reduced | 502 | 106 | 0.02% | 0.02% | 1459 | -2 | -0.4% | Q4 2025 | Jan 30, 2026 |
| Torren Management, LLC | History | New | 499 | 105 | 0.05% | — | 1461 | +499 | New | Q4 2025 | Jan 30, 2026 |
| SYM FINANCIAL Corp | History | No change | 500 | 105 | 0.01% | 0.01% | 1460 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Elyxium Wealth, LLC | History | New | 492 | 104 | 0.03% | — | 1462 | +492 | New | Q4 2025 | Feb 05, 2026 |
| Hills Bank & Trust Co | History | New | 490 | 103 | 0.01% | — | 1463 | +490 | New | Q4 2025 | Feb 05, 2026 |
| EASTERN BANK | History | Added to | 448 | 94 | 0.0% | 0.0% | 1464 | +245 | 120.69% | Q4 2025 | Jan 14, 2026 |
| Gen-Wealth Partners Inc | History | Added to | 439 | 93 | 0.03% | 0.03% | 1465 | +2 | 0.46% | Q4 2025 | Feb 13, 2026 |
| OLD SECOND NATIONAL BANK OF AURORA | History | No change | 428 | 90 | 0.02% | 0.02% | 1466 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| TCTC Holdings, LLC | History | No change | 423 | 89 | 0.0% | 0.0% | 1467 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| HORIZON BANCORP INC /IN/ | History | Reduced | 417 | 88 | 0.04% | 0.05% | 1468 | -77 | -15.59% | Q4 2025 | Feb 11, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Added to | 408 | 86 | 0.01% | 0.0% | 1469 | +319 | 358.43% | Q4 2025 | Jan 23, 2026 |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | History | Added to | 410 | 86 | 0.0% | 0.0% | 1470 | +116 | 39.46% | Q4 2025 | Feb 09, 2026 |
| Investors Research Corp | History | No change | 407 | 86 | 0.02% | 0.02% | 1471 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| Birchwood Financial Partners, Inc. | History | New | 404 | 85 | 0.08% | — | 1472 | +404 | New | Q4 2025 | Feb 19, 2026 |
| MOGY JOEL R INVESTMENT COUNSEL INC | History | No change | 400 | 84 | 0.0% | 0.0% | 1473 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Manchester Capital Management LLC | History | No change | 400 | 84 | 0.01% | 0.01% | 1474 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Mechanics Financial Corp | History | No change | 400 | 84 | 0.03% | 0.03% | 1475 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 393 | 83 | 0.01% | 0.04% | 1476 | -2,373 | -85.79% | Q4 2025 | Feb 20, 2026 |
| MidFirst Bank | History | New | 391 | 82 | 0.01% | — | 1477 | +391 | New | Q4 2025 | Feb 25, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Added to | 383 | 81 | 0.03% | 0.03% | 1478 | +4 | 1.06% | Q4 2025 | Jan 23, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 382 | 80 | 0.01% | 0.01% | 1479 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| American Capital Advisory, LLC | History | No change | 375 | 79 | 0.03% | 0.04% | 1480 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| HORIZON FINANCIAL SERVICES, LLC | History | Added to | 359 | 76 | 0.03% | 0.03% | 1481 | +56 | 18.48% | Q4 2025 | Jan 12, 2026 |
| Trifecta Capital Advisors, LLC | History | No change | 345 | 73 | 0.01% | 0.01% | 1482 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| JDM Financial Group LLC | History | No change | 341 | 72 | 0.03% | 0.03% | 1483 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Hurley Capital, LLC | History | Added to | 330 | 69 | 0.04% | 0.04% | 1484 | +3 | 0.92% | Q4 2025 | Feb 17, 2026 |
| Breakwater Investment Management | History | No change | 323 | 68 | 0.02% | 0.02% | 1485 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Peachtree Investment Partners, LLC | History | Added to | 320 | 67 | 0.02% | 0.02% | 1486 | +3 | 0.95% | Q4 2025 | Feb 11, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Reduced | 318 | 67 | 0.06% | 0.06% | 1487 | -1 | -0.31% | Q4 2025 | Jan 29, 2026 |
| IFC & Insurance Marketing, Inc. | History | New | 310 | 66 | 0.07% | — | 1488 | +310 | New | Q4 2025 | Feb 12, 2026 |
| Founders Financial Alliance, LLC | History | Reduced | 303 | 64 | 0.01% | 0.05% | 1489 | -989 | -76.55% | Q4 2025 | Feb 12, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 306 | 64 | 0.0% | 0.0% | 1490 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| SJS Investment Consulting Inc. | History | No change | 298 | 63 | 0.01% | 0.01% | 1491 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | Added to | 290 | 61 | 0.02% | 0.0% | 1492 | +236 | 437.04% | Q4 2025 | Feb 05, 2026 |
| ALERUS FINANCIAL NA | History | No change | 274 | 58 | 0.0% | 0.0% | 1493 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Anfield Capital Management, LLC | History | Added to | 251 | 53 | 0.02% | 0.0% | 1494 | +188 | 298.41% | Q4 2025 | Feb 03, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Added to | 250 | 52 | 0.01% | 0.01% | 1495 | +36 | 16.82% | Q4 2025 | Feb 09, 2026 |
| CBIZ Investment Advisory Services, LLC | History | No change | 248 | 52 | 0.0% | 0.0% | 1496 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Indiana Trust & Investment Management Co | History | No change | 245 | 51 | 0.02% | 0.02% | 1497 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| IAG Wealth Partners, LLC | History | No change | 245 | 51 | 0.01% | 0.01% | 1498 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Kilter Group LLC | History | No change | 241 | 51 | 0.02% | 0.02% | 1499 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Planning Project LLC | History | New | 237 | 50 | 0.01% | — | 1501 | +237 | New | Q4 2025 | Feb 12, 2026 |
| Vermillion Wealth Management, Inc. | History | Added to | 238 | 50 | 0.02% | 0.01% | 1500 | +8 | 3.48% | Q4 2025 | Feb 11, 2026 |
| ADIRONDACK TRUST CO | History | Reduced | 236 | 49 | 0.02% | 0.02% | 1502 | -80 | -25.32% | Q4 2025 | Jan 08, 2026 |
| Horrell Capital Management, Inc. | History | No change | 232 | 49 | 0.02% | 0.02% | 1503 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Rossby Financial, LCC | History | Reduced | 228 | 48 | 0.01% | 0.02% | 1505 | -107 | -31.94% | Q4 2025 | Feb 12, 2026 |
| Tidemark, LLC | History | No change | 230 | 48 | 0.01% | 0.01% | 1504 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Bank of Jackson Hole Trust | History | No change | 225 | 47 | 0.02% | 0.02% | 1506 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Jackson Hole Capital Partners, LLC | History | No change | 215 | 45 | 0.01% | 0.01% | 1507 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 204 | 43 | 0.0% | 0.0% | 1508 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| JNBA Financial Advisors | History | No change | 204 | 43 | 0.0% | 0.0% | 1509 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| KERR FINANCIAL PLANNING Corp | History | No change | 211 | 43 | 0.06% | 0.06% | 1510 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Dunhill Financial, LLC | History | Added to | 200 | 42 | 0.01% | 0.0% | 1511 | +145 | 263.64% | Q4 2025 | Jan 29, 2026 |
| Compass Financial Services Inc | History | Added to | 198 | 41 | 0.02% | 0.02% | 1513 | +2 | 1.02% | Q4 2025 | Feb 27, 2026 |
| Orion Capital Management LLC | History | No change | 196 | 41 | 0.01% | 0.01% | 1512 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Millstone Evans Group, LLC | History | No change | 194 | 41 | 0.02% | 0.03% | 1514 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| MATRIX PRIVATE CAPITAL GROUP LLC | History | No change | 190 | 40 | 0.02% | 0.02% | 1515 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| PINNEY & SCOFIELD, INC. | History | No change | 192 | 40 | 0.02% | 0.02% | 1516 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Key Capital Management, INC | History | New | 183 | 38 | 0.04% | — | 1520 | +183 | New | Q4 2025 | Jan 26, 2026 |
| Strive Financial Group ,LLC | History | New | 180 | 38 | 0.02% | — | 1519 | +180 | New | Q4 2025 | Feb 18, 2026 |
| Transce3nd, LLC | History | Added to | 174 | 38 | 0.31% | 0.27% | 1518 | +18 | 11.54% | Q4 2025 | Feb 06, 2026 |
| Heritage Wealth Advisors | History | No change | 183 | 38 | 0.0% | 0.0% | 1517 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Signature Equity Partners, LLC | History | New | 176 | 37 | 0.02% | — | 1523 | +176 | New | Q4 2025 | Feb 17, 2026 |
| Redwood Park Advisors LLC | History | Added to | 178 | 37 | 0.03% | 0.02% | 1522 | +1 | 0.56% | Q4 2025 | Feb 17, 2026 |
| Front Row Advisors LLC | History | No change | 177 | 37 | 0.01% | 0.01% | 1521 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | New | 168 | 35 | 0.0% | — | 1524 | +168 | New | Q4 2025 | Jan 20, 2026 |
| ORG Partners LLC | History | No change | 164 | 34 | 0.01% | 0.01% | 1525 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Team Financial Group, LLC | History | No change | 156 | 33 | 0.01% | 0.01% | 1526 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| VAN DEN BERG MANAGEMENT I, INC | History | Reduced | 149 | 31 | 0.01% | 0.02% | 1527 | -220 | -59.62% | Q4 2025 | Feb 17, 2026 |
| Modus Advisors, LLC | History | New | 144 | 30 | 0.01% | — | 1528 | +144 | New | Q4 2025 | Feb 11, 2026 |
| BIRCHBROOK, INC. | History | New | 143 | 30 | 0.01% | — | 1529 | +143 | New | Q4 2025 | Feb 04, 2026 |
| Motiv8 Investments LLC | History | New | 135 | 29 | 0.02% | — | 1531 | +135 | New | Q4 2025 | Feb 13, 2026 |
| Westfuller Advisors, LLC | History | Added to | 139 | 29 | 0.01% | 0.01% | 1530 | +1 | 0.72% | Q4 2025 | Jan 21, 2026 |
| Signature Resources Capital Management, LLC | History | Added to | 123 | 26 | 0.01% | 0.01% | 1534 | +16 | 14.95% | Q4 2025 | Jan 21, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 123 | 26 | 0.0% | 0.0% | 1532 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Marquette Asset Management, LLC | History | No change | 124 | 26 | 0.0% | 0.0% | 1533 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Retirement Wealth Solutions LLC | History | No change | 127 | 26 | 0.02% | 0.02% | 1535 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Longview Financial Advisors LLC | History | Added to | 120 | 25 | 0.01% | 0.01% | 1536 | +4 | 3.45% | Q4 2025 | Jan 14, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 115 | 24 | 0.0% | — | 1539 | +115 | New | Q4 2025 | Feb 13, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 118 | 24 | 0.01% | 0.01% | 1537 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| COUNTRY TRUST BANK | History | No change | 114 | 24 | 0.0% | 0.0% | 1538 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Sunrise Financial Services, LLC | History | New | 111 | 23 | 0.02% | — | 1543 | +111 | New | Q4 2025 | Feb 11, 2026 |
| Fairman Group, LLC | History | Added to | 111 | 23 | 0.02% | 0.02% | 1542 | +1 | 0.91% | Q4 2025 | Feb 13, 2026 |
| Clearstead Trust, LLC | History | No change | 112 | 23 | 0.0% | 0.0% | 1540 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | History | No change | 110 | 23 | 0.01% | 0.01% | 1541 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| EMC Capital Management | History | No change | 100 | 22 | 0.01% | 0.01% | 1544 | 0 | 0.0% | Q4 2025 | Mar 09, 2026 |
| Blume Capital Management, Inc. | History | Reduced | 100 | 21 | 0.0% | 0.01% | 1545 | -53 | -34.64% | Q4 2025 | Feb 05, 2026 |
| MilWealth Group LLC | History | No change | 100 | 21 | 0.0% | 0.0% | 1546 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| BROADWATER CAPITAL MANAGEMENT LLC | History | No change | 100 | 21 | 0.02% | 0.01% | 1547 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | Added to | 96 | 20 | 0.0% | 0.0% | 1548 | +62 | 182.35% | Q4 2025 | Feb 11, 2026 |
| TOMPKINS FINANCIAL CORP | History | No change | 97 | 20 | 0.0% | 0.0% | 1549 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Westside Investment Management, Inc. | History | No change | 97 | 20 | 0.0% | 0.0% | 1550 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Sachetta, LLC | History | Reduced | 93 | 19 | 0.01% | 0.03% | 1552 | -342 | -78.62% | Q4 2025 | Feb 02, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 91 | 19 | 0.0% | 0.0% | 1551 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Private Wealth Management Group, LLC | History | No change | 91 | 19 | 0.01% | 0.0% | 1553 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | Added to | 88 | 18 | 0.0% | 0.0% | 1554 | +1 | 1.15% | Q4 2025 | Feb 04, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | Added to | 85 | 18 | 0.01% | 0.01% | 1555 | +1 | 1.19% | Q4 2025 | Jan 23, 2026 |
| Navalign, LLC | History | New | 84 | 17 | 0.0% | — | 1556 | +84 | New | Q4 2025 | Feb 05, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | Reduced | 77 | 16 | 0.01% | 0.01% | 1558 | -9 | -10.47% | Q4 2025 | Feb 09, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 78 | 16 | 0.0% | 0.0% | 1557 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Noble Wealth Management PBC | History | No change | 80 | 16 | 0.01% | 0.01% | 1559 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| UNION SAVINGS BANK | History | New | 75 | 15 | 0.01% | — | 1560 | +75 | New | Q4 2025 | Mar 06, 2026 |
| Barnes Dennig Private Wealth Management LLC | History | No change | 73 | 15 | 0.02% | 0.02% | 1561 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Armor Investment Advisors, LLC | History | Added to | 69 | 14 | 0.01% | 0.0% | 1563 | +23 | 50.0% | Q4 2025 | Feb 05, 2026 |
| ST GERMAIN D J CO INC | History | No change | 70 | 14 | 0.0% | 0.0% | 1562 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Bay Harbor Wealth Management, LLC | History | New | 63 | 13 | 0.0% | — | 1565 | +63 | New | Q4 2025 | Feb 02, 2026 |
| CNB Bank | History | No change | 63 | 13 | 0.01% | 0.01% | 1564 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Dynamic Wealth Strategies, LLC | History | No change | 63 | 13 | 0.01% | 0.01% | 1566 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Commonwealth Retirement Investments LLC | History | New | 61 | 12 | 0.0% | — | 1568 | +61 | New | Q4 2025 | Feb 11, 2026 |
| Basepoint Wealth LLC | History | New | 61 | 12 | 0.01% | — | 1569 | +61 | New | Q4 2025 | Feb 10, 2026 |
| MYCIO WEALTH PARTNERS, LLC | History | No change | 58 | 12 | 0.0% | 0.0% | 1567 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Hamilton Point Investment Advisors, LLC | History | Reduced | 54 | 11 | 0.0% | 0.0% | 1570 | -70 | -56.45% | Q4 2025 | Feb 12, 2026 |
| Laurel Wealth Advisors LLC | History | New | 55 | 11 | 0.0% | — | 1571 | +55 | New | Q4 2025 | Jan 30, 2026 |
| United Financial Planning Group LLC | History | Reduced | 54 | 11 | 0.01% | 0.02% | 1574 | -43 | -44.33% | Q4 2025 | Feb 11, 2026 |
| Gleason Group, Inc. | History | Added to | 53 | 11 | 0.0% | 0.0% | 1572 | +1 | 1.92% | Q4 2025 | Jan 15, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | No change | 53 | 11 | 0.0% | 0.0% | 1573 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Garton & Associates Financial Advisors LLC | History | New | 51 | 10 | 0.01% | — | 1582 | +51 | New | Q4 2025 | Feb 18, 2026 |
| Ameritas Investment Partners, Inc. | History | New | 49 | 10 | 0.0% | — | 1575 | +49 | New | Q4 2025 | Feb 11, 2026 |
| MCF Advisors LLC | History | No change | 50 | 10 | 0.0% | 0.0% | 1576 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Davis Capital Management | History | No change | 50 | 10 | 0.01% | 0.01% | 1577 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Newbridge Financial Services Group, Inc. | History | No change | 50 | 10 | 0.0% | 0.0% | 1578 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 50 | 10 | 0.01% | 0.01% | 1579 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Valued Wealth Advisors LLC | History | No change | 48 | 10 | 0.0% | 0.0% | 1580 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Navigoe, LLC | History | No change | 49 | 10 | 0.01% | 0.01% | 1581 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| DecisionPoint Financial, LLC | History | Added to | 46 | 9 | 0.0% | 0.0% | 1583 | +12 | 35.29% | Q4 2025 | Jan 29, 2026 |
| Bernard Wealth Management Corp. | History | No change | 47 | 9 | 0.0% | 0.0% | 1584 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | No change | 47 | 9 | 0.01% | 0.01% | 1585 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Aventura Private Wealth, LLC | History | No change | 45 | 9 | 0.0% | 0.0% | 1586 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| SHP Wealth Management | History | New | 40 | 8 | 0.0% | — | 1587 | +40 | New | Q4 2025 | Mar 04, 2026 |
| Reflection Asset Management | History | New | 37 | 8 | 0.01% | — | 1589 | +37 | New | Q4 2025 | Mar 02, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 41 | 8 | 0.01% | 0.01% | 1588 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| FIRST FINANCIAL CORP /IN/ | History | No change | 35 | 7 | 0.0% | 0.0% | 1590 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| STEPH & CO | History | No change | 37 | 7 | 0.0% | 0.0% | 1591 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| FIRST COMMUNITY TRUST NA | History | No change | 37 | 7 | 0.01% | 0.01% | 1592 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | No change | 37 | 7 | 0.0% | 0.0% | 1593 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Sankala Group LLC | History | New | 30 | 6 | 0.0% | — | 1597 | +30 | New | Q4 2025 | Mar 02, 2026 |
| SITTNER & NELSON, LLC | History | New | 26 | 6 | 0.0% | — | 1596 | +26 | New | Q4 2025 | Feb 11, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | No change | 32 | 6 | 0.0% | 0.0% | 1594 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| WEBSTER BANK, N. A. | History | No change | 30 | 6 | 0.0% | 0.0% | 1595 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| BLUELINE ADVISORS LLC | History | New | 25 | 5 | 0.0% | — | 1602 | +25 | New | Q4 2025 | Feb 10, 2026 |
| Game Plan Financial Advisors, LLC | History | No change | 26 | 5 | 0.0% | 0.0% | 1598 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Hughes Financial Services, LLC | History | No change | 28 | 5 | 0.0% | 0.0% | 1599 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| ROSS\JOHNSON & Associates LLC | History | No change | 28 | 5 | 0.09% | 0.09% | 1600 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Provenance Wealth Advisors, LLC | History | No change | 25 | 5 | 0.0% | 0.0% | 1601 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Winch Advisory Services, LLC | History | No change | 20 | 4 | 0.0% | 0.0% | 1603 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Security National Bank | History | No change | 19 | 4 | 0.0% | 0.0% | 1604 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Costello Asset Management, INC | History | No change | 20 | 4 | 0.0% | 0.0% | 1605 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 19 | 4 | 0.0% | 0.0% | 1606 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Activest Wealth Management | History | No change | 19 | 4 | 0.0% | 0.0% | 1607 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Turning Point Benefit Group, Inc. | History | Reduced | 15 | 3 | 0.0% | 0.03% | 1613 | -244 | -94.21% | Q4 2025 | Jan 30, 2026 |
| Hanson & Doremus Investment Management | History | Reduced | 13 | 3 | 0.0% | 0.0% | 1608 | -25 | -65.79% | Q4 2025 | Jan 20, 2026 |
| RHL GROUP, LLC | History | New | 16 | 3 | 0.0% | — | 1614 | +16 | New | Q4 2025 | Feb 09, 2026 |
| HFM Investment Advisors, LLC | History | Reduced | 19 | 3 | 0.0% | 0.0% | 1615 | -1 | -5.0% | Q4 2025 | Feb 05, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | No change | 17 | 3 | 0.0% | 0.0% | 1609 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Running Point Capital Advisors, LLC | History | No change | 16 | 3 | 0.0% | 0.0% | 1610 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Coston, McIsaac & Partners | History | No change | 15 | 3 | 0.0% | 0.0% | 1611 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| North Ridge Wealth Advisors, Inc. | History | No change | 14 | 3 | 0.0% | 0.0% | 1612 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 11 | 2 | 0.0% | 0.0% | 1619 | -509 | -97.88% | Q4 2025 | Feb 17, 2026 |
| Fairway Wealth LLC | History | New | 10 | 2 | 0.0% | — | 1622 | +10 | New | Q4 2025 | Jan 28, 2026 |
| Global Trust Asset Management, LLC | History | Added to | 14 | 2 | 0.0% | 0.0% | 1618 | +1 | 7.69% | Q4 2025 | Jan 20, 2026 |
| American Wealth Advisors, LLC | History | Added to | 14 | 2 | 0.0% | 0.0% | 1624 | +1 | 7.69% | Q4 2025 | Jan 26, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | No change | 12 | 2 | 0.0% | 0.0% | 1616 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Oakworth Capital, Inc. | History | No change | 14 | 2 | 0.0% | 0.0% | 1617 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Princeton Global Asset Management LLC | History | No change | 12 | 2 | 0.0% | 0.0% | 1620 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Register Financial Advisors LLC | History | No change | 12 | 2 | 0.0% | 0.0% | 1621 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 13 | 2 | 0.0% | 0.0% | 1623 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Quaker Wealth Management, LLC | History | New | 9 | 1 | 0.0% | — | 1627 | +9 | New | Q4 2025 | Jan 28, 2026 |
| Colonial Trust Advisors | History | New | 7 | 1 | 0.0% | — | 1625 | +7 | New | Q4 2025 | Feb 12, 2026 |
| Darwin Wealth Management, LLC | History | No change | 9 | 1 | 0.0% | 0.0% | 1626 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| GABLES CAPITAL MANAGEMENT INC. | History | No change | 5 | 1 | 0.0% | 0.0% | 1628 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Global Wealth Strategies & Associates | History | No change | 5 | 1 | 0.0% | 0.0% | 1629 | 0 | 0.0% | Q4 2025 | Jan 02, 2026 |
| Nemes Rush Group LLC | History | No change | 9 | 1 | 0.0% | 0.0% | 1630 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Prudent Man Investment Management, Inc. | History | No change | 7 | 1 | 0.0% | 0.0% | 1631 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 7 | 1 | 0.0% | 0.0% | 1632 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| PARK AVENUE SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.77% | — | -471,888 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Empowered Funds, LLC | History | Closed out | 0 | 0 | — | 0.2% | — | -96,186 | -100.0% | Q3 2025 | Nov 13, 2025 |
| TrueWealth Financial Partners | History | Closed out | 0 | 0 | — | 9.94% | — | -93,357 | -100.0% | Q3 2025 | Nov 21, 2025 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -90,078 | -100.0% | Q3 2025 | Nov 10, 2025 |
| JBGlobal.com LLC | History | Closed out | 0 | 0 | — | 9.92% | — | -46,661 | -100.0% | Q3 2025 | Oct 06, 2025 |
| ROYCE & ASSOCIATES LP | History | Closed out | 0 | 0 | — | 0.09% | — | -41,219 | -100.0% | Q3 2025 | Nov 12, 2025 |
| BNP PARIBAS FINANCIAL MARKETS | History | Closed out | 0 | 0 | — | 0.0% | — | -32,000 | -100.0% | Q3 2025 | Nov 13, 2025 |
| TWO SIGMA INVESTMENTS, LP | History | Closed out | 0 | 0 | — | 0.01% | — | -25,300 | -100.0% | Q3 2025 | Nov 14, 2025 |
| BRIGHTON JONES LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -21,169 | -100.0% | Q3 2025 | Oct 14, 2025 |
| PFG Private Wealth Management, LLC | History | Closed out | 0 | 0 | — | 1.63% | — | -17,501 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Sellwood Investment Partners LLC | History | Closed out | 0 | 0 | — | 0.98% | — | -11,796 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Blue Barn Wealth, LLC | History | Closed out | 0 | 0 | — | 1.0% | — | -10,857 | -100.0% | Q3 2025 | Nov 14, 2025 |
| VestGen Advisors, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -7,632 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -6,073 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Consolidated Portfolio Review Corp | History | Closed out | 0 | 0 | — | 0.14% | — | -5,346 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Worth Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.5% | — | -5,288 | -100.0% | Q3 2025 | Oct 17, 2025 |
| SHUTTLEWORTH & Co | History | Closed out | 0 | 0 | — | 0.97% | — | -5,144 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Neuberger Berman Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,896 | -100.0% | Q3 2025 | Nov 12, 2025 |
| SPRENG CAPITAL MANAGEMENT, INC. | History | Closed out | 0 | 0 | — | 0.31% | — | -3,743 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Parcion Private Wealth LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -3,399 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Mach-1 Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -2,830 | -100.0% | Q3 2025 | Nov 12, 2025 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,800 | -100.0% | Q3 2025 | Nov 13, 2025 |
| FNY Investment Advisers, LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -2,700 | -100.0% | Q3 2025 | Dec 15, 2025 |
| GREAT OAK CAPITAL PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -2,687 | -100.0% | Q3 2025 | Oct 17, 2025 |
| Cornerstone Capital, Inc. | History | Closed out | 0 | 0 | — | 0.05% | — | -2,606 | -100.0% | Q3 2025 | Nov 10, 2025 |
| SteelPeak Wealth, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,494 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Vanguard Personalized Indexing Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,027 | -100.0% | Q3 2025 | Oct 31, 2025 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -1,995 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Murphy, Middleton, Hinkle & Parker, Inc. | History | Closed out | 0 | 0 | — | 0.2% | — | -1,944 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Simplicity Wealth,LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,884 | -100.0% | Q3 2025 | Oct 30, 2025 |
| TOWNSQUARE CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -1,757 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Ethos Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -1,585 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Snider Financial Group | History | Closed out | 0 | 0 | — | 0.08% | — | -1,438 | -100.0% | Q3 2025 | Nov 07, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -1,419 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Paragon Advisors, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -1,355 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Stegner Investment Associates Inc. | History | Closed out | 0 | 0 | — | 0.15% | — | -1,346 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Belvedere Trading LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,300 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Summit Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -1,239 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Tandem Financial, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -1,205 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Northern Financial Advisors Inc | History | Closed out | 0 | 0 | — | 0.12% | — | -1,121 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Capital Investment Counsel, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -1,016 | -100.0% | Q3 2025 | Nov 06, 2025 |
| GatePass Capital, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -1,012 | -100.0% | Q3 2025 | Oct 29, 2025 |
| WEST BANCORPORATION INC | History | Closed out | 0 | 0 | — | 0.11% | — | -976 | -100.0% | Q3 2025 | Oct 23, 2025 |
| WMG Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -966 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Cloud Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -624 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Harel Insurance Investments & Financial Services Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -500 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Keener Financial Planning LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -467 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Financial Life Planners | History | Closed out | 0 | 0 | — | 0.06% | — | -440 | -100.0% | Q3 2025 | Nov 13, 2025 |
| AMERICAN NATIONAL BANK & TRUST | History | Closed out | 0 | 0 | — | 0.01% | — | -435 | -100.0% | Q3 2025 | Oct 21, 2025 |
| JPL Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -401 | -100.0% | Q3 2025 | Nov 14, 2025 |
| BALLAST ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -342 | -100.0% | Q3 2025 | Nov 12, 2025 |
| BARCLAYS PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -240 | -100.0% | Q3 2025 | Mar 31, 2026 |
| PERRITT CAPITAL MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.02% | — | -240 | -100.0% | Q3 2025 | Nov 17, 2025 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -232 | -100.0% | Q3 2025 | Oct 07, 2025 |
| Palisade Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -228 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Rise Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -206 | -100.0% | Q3 2025 | Oct 08, 2025 |
| DELTA ASSET MANAGEMENT LLC/TN | History | Closed out | 0 | 0 | — | 0.0% | — | -143 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Balentine LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -141 | -100.0% | Q3 2025 | Nov 07, 2025 |
| LGT Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -117 | -100.0% | Q3 2025 | Nov 17, 2025 |
| New England Capital Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -106 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Main Street Group, LTD | History | Closed out | 0 | 0 | — | 0.0% | — | -74 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Family Legacy Financial Solutions, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -61 | -100.0% | Q3 2025 | Oct 07, 2025 |
| Future Financial Wealth Managment LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -49 | -100.0% | Q3 2025 | Oct 15, 2025 |
| CLEAR INVESTMENT RESEARCH, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -32 | -100.0% | Q3 2025 | Nov 07, 2025 |
| FINANCIAL CONSULATE, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -28 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Koesten, Hirschmann & Crabtree, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -25 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Horizon Investments, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -22 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Morton Brown Family Wealth, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -16 | -100.0% | Q3 2025 | Oct 21, 2025 |
| EPG Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.0% | — | -9 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Hopwood Financial Services, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -5 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Stone House Investment Management, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Jan 21, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Concord Wealth Partners | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Spurstone Advisory Services, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |