VANGUARD TAX-MANAGED FUNDS - VEA
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 591 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Added to | 205,758,023 | 12,853,703 | 0.94% | 0.82% | 1 | +4,286,761 | 2.13% | Q4 2025 | Feb 17, 2026 |
| Betterment LLC | History | Added to | 138,588,366 | 8,657,615 | 16.49% | 16.28% | 2 | +1,140,627 | 0.83% | Q4 2025 | Feb 12, 2026 |
| Creative Planning | History | Reduced | 124,175,031 | 7,757,214 | 5.55% | 5.86% | 3 | -3,909,525 | -3.05% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 90,491,038 | 5,652,975 | 0.34% | 0.23% | 4 | +27,650,637 | 44.0% | Q4 2025 | Feb 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 76,401,735 | 4,772,816 | 1.42% | 1.43% | 5 | -6,434,836 | -7.77% | Q4 2025 | Feb 10, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 64,314,341 | 4,017,716 | 0.73% | 0.72% | 6 | +808,196 | 1.27% | Q4 2025 | Feb 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 61,886,335 | 3,866,039 | 2.45% | 2.32% | 7 | +3,757,877 | 6.46% | Q4 2025 | Feb 10, 2026 |
| Wealthfront Advisers LLC | History | Added to | 58,685,582 | 3,666,088 | 8.19% | 8.2% | 8 | +375,614 | 0.64% | Q4 2025 | Jan 30, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 52,908,486 | 3,305,193 | 2.02% | 2.08% | 9 | +1,596,711 | 3.11% | Q4 2025 | Feb 17, 2026 |
| NORTHERN TRUST CORP | History | Added to | 51,950,297 | 3,245,335 | 0.41% | 0.38% | 10 | +2,981,115 | 6.09% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 42,271,448 | 2,640,699 | 0.43% | — | 11 | +42,271,448 | New | Q4 2025 | Feb 17, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 34,844,186 | 2,175,185 | 3.32% | 3.34% | 12 | +1,430,290 | 4.28% | Q4 2025 | Feb 18, 2026 |
| Mariner, LLC | History | Added to | 32,997,394 | 2,061,428 | 2.45% | 2.46% | 13 | +1,260,779 | 3.97% | Q4 2025 | Feb 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 30,166,421 | 1,884,496 | 3.58% | 3.49% | 14 | +1,625,619 | 5.7% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Added to | 28,541,648 | 1,782,996 | 0.49% | 0.5% | 15 | +90,342 | 0.32% | Q4 2025 | Feb 11, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 28,224,383 | 1,763,177 | 0.22% | 0.21% | 16 | -505,192 | -1.76% | Q4 2025 | Mar 25, 2026 |
| UBS Group AG | History | Reduced | 27,524,012 | 1,719,425 | 0.28% | 0.26% | 17 | -368,501 | -1.32% | Q4 2025 | Jan 29, 2026 |
| Corient Private Wealth LLC | History | Added to | 34,849,543 | 1,668,308 | 2.27% | 2.3% | 18 | +10,449,040 | 42.82% | Q4 2025 | Mar 09, 2026 |
| Align Financial, LLC | History | New | 1,604,874 | 1,604,874 | 0.93% | — | 19 | +1,604,874 | New | Q4 2025 | Feb 17, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 25,669,235 | 1,603,555 | 1.58% | 1.66% | 20 | -167,166 | -0.65% | Q4 2025 | Feb 13, 2026 |
| VANGUARD GROUP INC | History | Added to | 23,397,538 | 1,461,644 | 0.02% | 0.02% | 21 | +1,359,054 | 6.17% | Q4 2025 | Jan 29, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Added to | 20,427,521 | 1,276,109 | 3.06% | 2.95% | 22 | +112,281 | 0.55% | Q4 2025 | Feb 11, 2026 |
| Baird Financial Group, Inc. | History | Added to | 20,114,092 | 1,256,527 | 1.96% | 1.78% | 23 | +1,611,147 | 8.71% | Q4 2025 | Feb 13, 2026 |
| Jasper Ridge Partners, L.P. | History | Reduced | 19,780,576 | 1,235,692 | 27.38% | 28.01% | 24 | -977,307 | -4.71% | Q4 2025 | Feb 12, 2026 |
| Cerity Partners LLC | History | Added to | 19,343,762 | 1,208,404 | 1.76% | 1.81% | 25 | +666,865 | 3.57% | Q4 2025 | Feb 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 17,014,674 | 1,062,906 | 1.42% | 1.35% | 26 | -441,305 | -2.53% | Q4 2025 | Feb 12, 2026 |
| FMR LLC | History | Reduced | 15,605,899 | 974,900 | 0.05% | 0.05% | 27 | -119,321 | -0.76% | Q4 2025 | Feb 17, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Added to | 15,365,116 | 959,858 | 10.49% | 9.85% | 28 | +893,444 | 6.17% | Q4 2025 | Feb 12, 2026 |
| Facet Wealth, Inc. | History | Added to | 13,444,679 | 897,028 | 15.88% | 14.98% | 29 | +1,364,967 | 11.3% | Q4 2025 | Jan 29, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 14,279,977 | 892,070 | 0.06% | 0.05% | 30 | +407,760 | 2.94% | Q4 2025 | Feb 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 14,278,396 | 891,971 | 0.28% | 0.26% | 31 | +816,824 | 6.07% | Q4 2025 | Feb 18, 2026 |
| Bank of New York Mellon Corp | History | Added to | 14,091,113 | 880,271 | 0.16% | 0.15% | 32 | +40,842 | 0.29% | Q4 2025 | Feb 10, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 13,581,933 | 848,463 | 6.75% | 7.86% | 33 | -11,492,889 | -45.83% | Q4 2025 | Feb 13, 2026 |
| Nicholas Hoffman & Company, LLC. | History | Added to | 12,768,794 | 797,666 | 18.5% | 18.47% | 34 | +35,839 | 0.28% | Q4 2025 | Feb 02, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 12,559,141 | 784,147 | 0.18% | 0.17% | 35 | -147,253 | -1.16% | Q4 2025 | Feb 17, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 12,029,160 | 751,461 | 2.64% | 2.62% | 36 | +174,800 | 1.47% | Q4 2025 | Feb 06, 2026 |
| Valmark Advisers, Inc. | History | Added to | 11,930,938 | 745,325 | 9.18% | 9.1% | 37 | +174,623 | 1.49% | Q4 2025 | Jan 26, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 11,558,138 | 722,151 | 0.59% | — | 38 | +11,558,138 | New | Q4 2025 | Feb 13, 2026 |
| US BANCORP \DE\ | History | Reduced | 11,411,762 | 712,893 | 0.84% | 0.82% | 39 | -139,406 | -1.21% | Q4 2025 | Jan 30, 2026 |
| HighTower Advisors, LLC | History | Added to | 11,092,054 | 692,920 | 0.76% | 0.74% | 40 | +228,185 | 2.1% | Q4 2025 | Feb 06, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 11,055,006 | 690,606 | 5.23% | 5.18% | 41 | +167,838 | 1.54% | Q4 2025 | Feb 12, 2026 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | History | Added to | 9,694,457 | 605,612 | 9.33% | 9.31% | 42 | +1,204,537 | 14.19% | Q4 2025 | Feb 17, 2026 |
| SCS Capital Management LLC | History | Reduced | 9,489,679 | 592,820 | 6.28% | 6.4% | 43 | -317,931 | -3.24% | Q4 2025 | Feb 10, 2026 |
| Fisher Asset Management, LLC | History | Added to | 9,468,021 | 591,467 | 0.2% | 0.2% | 44 | +37,313 | 0.4% | Q4 2025 | Feb 09, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 8,991,350 | 561,690 | 0.51% | 0.53% | 45 | -714,315 | -7.36% | Q4 2025 | Feb 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 8,503,607 | 531,220 | 0.29% | 0.3% | 46 | +233,220 | 2.82% | Q4 2025 | Feb 06, 2026 |
| HBK Sorce Advisory LLC | History | Added to | 7,766,637 | 523,238 | 12.02% | 11.64% | 47 | +80,038 | 1.04% | Q4 2025 | Feb 09, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 8,346,613 | 521,412 | 1.27% | 1.2% | 48 | +833,909 | 11.1% | Q4 2025 | Feb 13, 2026 |
| REGIONS FINANCIAL CORP | History | Added to | 8,032,715 | 501,803 | 3.21% | 3.08% | 49 | +143,722 | 1.82% | Q4 2025 | Jan 27, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Added to | 7,957,746 | 497,120 | 7.51% | 7.31% | 50 | +231,580 | 3.0% | Q4 2025 | Jan 22, 2026 |
| Focus Partners Wealth | History | Added to | 7,879,679 | 491,886 | 0.56% | 0.53% | 51 | +2,399,652 | 43.79% | Q4 2025 | Feb 13, 2026 |
| Cetera Investment Advisers | History | Added to | 7,684,136 | 480,028 | 0.52% | 0.51% | 52 | +383,879 | 5.26% | Q4 2025 | Feb 17, 2026 |
| WIT, LLC | History | Added to | 7,490,656 | 467,941 | 9.38% | 5.38% | 53 | +3,526,251 | 88.95% | Q4 2025 | Feb 17, 2026 |
| COUNTRY TRUST BANK | History | Added to | 7,328,295 | 457,798 | 8.29% | 7.18% | 54 | +1,850,728 | 33.79% | Q4 2025 | Jan 21, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 7,094,616 | 443,200 | 0.07% | 0.01% | 55 | +6,537,497 | 1173.45% | Q4 2025 | Feb 12, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 7,058,413 | 440,939 | 2.65% | 2.45% | 56 | +368,108 | 5.5% | Q4 2025 | Feb 09, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 6,283,595 | 392,536 | 1.41% | 1.39% | 57 | -299,308 | -4.55% | Q4 2025 | Jan 30, 2026 |
| JMG Financial Group, Ltd. | History | Reduced | 6,204,833 | 387,615 | 10.89% | 10.62% | 58 | -21,502 | -0.35% | Q4 2025 | Feb 10, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 5,763,869 | 360,068 | 0.35% | 0.29% | 59 | +980,087 | 20.49% | Q4 2025 | Feb 12, 2026 |
| M&T BANK CORP | History | Added to | 5,662,009 | 353,705 | 1.14% | 1.13% | 60 | +32,513 | 0.58% | Q4 2025 | Jan 30, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 5,505,632 | 343,936 | 3.98% | 3.9% | 61 | -106,708 | -1.9% | Q4 2025 | Jan 21, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 5,308,961 | 331,650 | 0.56% | 0.48% | 62 | +611,848 | 13.03% | Q4 2025 | Feb 12, 2026 |
| ASSETMARK, INC | History | Reduced | 5,268,081 | 329,097 | 0.67% | 0.7% | 63 | -161,399 | -2.97% | Q4 2025 | Jan 23, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 5,264,817 | 328,893 | 0.1% | 0.09% | 64 | +515,049 | 10.84% | Q4 2025 | Feb 17, 2026 |
| Ballentine Partners, LLC | History | Reduced | 4,926,140 | 307,735 | 4.32% | 4.21% | 65 | -129,796 | -2.57% | Q4 2025 | Feb 03, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 4,857,553 | 303,507 | 0.44% | 0.39% | 66 | +116,342 | 2.45% | Q4 2025 | Feb 17, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 4,821,786 | 301,216 | 3.42% | 3.31% | 67 | -55,904 | -1.15% | Q4 2025 | Feb 13, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | Added to | 4,754,095 | 296,988 | 2.41% | 1.85% | 68 | +428,381 | 9.9% | Q4 2025 | Feb 17, 2026 |
| Nearwater Capital Markets, Ltd | History | New | 4,714,850 | 294,536 | 5.04% | — | 69 | +4,714,850 | New | Q4 2025 | Feb 17, 2026 |
| Pathstone Holdings, LLC | History | New | 4,694,360 | 293,256 | 1.13% | — | 70 | +4,694,360 | New | Q4 2025 | Feb 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 4,662,433 | 291,262 | 0.52% | 0.48% | 71 | +577,669 | 14.14% | Q4 2025 | Mar 16, 2026 |
| Ally Invest Advisors Inc. | History | Added to | 4,604,747 | 287,658 | 19.85% | 19.66% | 72 | +30,151 | 0.66% | Q4 2025 | Feb 13, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 4,321,161 | 286,060 | 0.91% | 0.87% | 73 | -35,526 | -0.82% | Q4 2025 | Feb 18, 2026 |
| NEPC LLC | History | Added to | 4,575,987 | 285,861 | 6.09% | 4.34% | 74 | +1,823,000 | 66.22% | Q4 2025 | Feb 17, 2026 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | History | Reduced | 4,562,001 | 284,988 | 2.29% | 2.27% | 75 | -73,884 | -1.59% | Q4 2025 | Jan 27, 2026 |
| MAI Capital Management | History | Added to | 4,455,575 | 278,339 | 1.6% | 1.59% | 76 | +199,156 | 4.68% | Q4 2025 | Feb 13, 2026 |
| Wedmont Private Capital | History | Added to | 4,308,564 | 275,231 | 9.56% | 8.87% | 77 | +369,783 | 9.39% | Q4 2025 | Jan 08, 2026 |
| Linscomb Wealth, Inc. | History | Added to | 4,383,551 | 273,840 | 11.5% | 11.0% | 78 | +120,221 | 2.82% | Q4 2025 | Feb 10, 2026 |
| TFO Wealth Partners, LLC | History | Reduced | 4,366,497 | 272,775 | 40.82% | 42.85% | 79 | -20,094 | -0.46% | Q4 2025 | Feb 05, 2026 |
| BRIDGES INVESTMENT MANAGEMENT INC | History | Added to | 4,165,019 | 260,188 | 3.3% | 3.07% | 80 | +155,493 | 3.88% | Q4 2025 | Feb 10, 2026 |
| Wilmington Savings Fund Society, FSB | History | Added to | 4,142,828 | 258,802 | 6.07% | 5.87% | 81 | +79,929 | 1.97% | Q4 2025 | Feb 12, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 3,876,842 | 242,186 | 0.32% | 0.28% | 82 | +420,627 | 12.17% | Q4 2025 | Feb 02, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 3,840,165 | 239,895 | 1.81% | — | 83 | +3,840,165 | New | Q4 2025 | Feb 18, 2026 |
| BlackRock, Inc. | History | Added to | 3,812,926 | 238,193 | 0.0% | 0.0% | 84 | +3,498,764 | 1113.68% | Q4 2025 | Feb 12, 2026 |
| BANK OF HAWAII | History | Reduced | 3,763,436 | 235,101 | 11.62% | 11.33% | 85 | -21,360 | -0.56% | Q4 2025 | Mar 03, 2026 |
| Savant Capital, LLC | History | Added to | 3,710,957 | 231,823 | 1.32% | 1.29% | 86 | +173,829 | 4.91% | Q4 2025 | Feb 10, 2026 |
| Johnson Financial Group, LLC | History | Added to | 3,658,192 | 228,527 | 14.14% | 13.59% | 87 | +1,177,377 | 47.46% | Q4 2025 | Feb 10, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 3,630,720 | 226,811 | 1.39% | 1.39% | 88 | +13,298 | 0.37% | Q4 2025 | Jan 29, 2026 |
| Truepoint, Inc. | History | Reduced | 3,589,070 | 224,209 | 5.05% | 5.15% | 89 | -107,175 | -2.9% | Q4 2025 | Feb 11, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 3,579,131 | 223,588 | 0.51% | 0.51% | 90 | -20,833 | -0.58% | Q4 2025 | Feb 11, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Added to | 3,549,570 | 221,741 | 6.13% | 5.71% | 91 | +185,456 | 5.51% | Q4 2025 | Feb 03, 2026 |
| BLB&B Advisors, LLC | History | Added to | 3,479,727 | 217,378 | 9.09% | 8.7% | 92 | +116,608 | 3.47% | Q4 2025 | Jan 26, 2026 |
| DV EQUITIES, LLC | History | New | 3,385,845 | 211,513 | 37.94% | — | 93 | +3,385,845 | New | Q4 2025 | Feb 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 3,254,229 | 208,728 | 0.28% | 0.3% | 94 | +36,075 | 1.12% | Q4 2025 | Jan 08, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 3,210,182 | 200,540 | 0.09% | 0.01% | 95 | +2,934,104 | 1062.78% | Q4 2025 | Feb 10, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 3,193,149 | 199,476 | 0.63% | 0.59% | 96 | +97,218 | 3.14% | Q4 2025 | Feb 02, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 3,148,531 | 196,688 | 0.53% | 0.49% | 97 | +104,259 | 3.42% | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 3,128,031 | 195,408 | 0.52% | 0.55% | 98 | -212,321 | -6.36% | Q4 2025 | Feb 05, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 3,081,773 | 192,509 | 0.18% | 0.05% | 99 | +2,220,295 | 257.73% | Q4 2025 | Feb 17, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 3,037,258 | 189,737 | 1.33% | 1.25% | 100 | +574,066 | 23.31% | Q4 2025 | Feb 18, 2026 |
| Tanglewood Wealth Management, Inc. | History | Added to | 2,925,381 | 182,748 | 16.76% | 15.28% | 101 | +180,581 | 6.58% | Q4 2025 | Jan 29, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 2,819,462 | 176,131 | 0.1% | 0.1% | 102 | -77,477 | -2.67% | Q4 2025 | Feb 13, 2026 |
| Acropolis Investment Management, LLC | History | Added to | 2,812,424 | 175,692 | 7.9% | 8.02% | 103 | +42,085 | 1.52% | Q4 2025 | Jan 14, 2026 |
| Foster Group, Inc. | History | Added to | 2,799,343 | 174,874 | 5.29% | 5.18% | 104 | +43,922 | 1.59% | Q4 2025 | Jan 12, 2026 |
| Freestone Capital Holdings, LLC | History | Added to | 2,785,505 | 174,010 | 5.15% | 5.05% | 105 | +32,714 | 1.19% | Q4 2025 | Jan 23, 2026 |
| LINCOLN NATIONAL CORP | History | Added to | 2,746,278 | 171,559 | 5.02% | 4.59% | 106 | +58,410 | 2.17% | Q4 2025 | Feb 09, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 2,615,643 | 163,399 | 1.75% | 1.82% | 107 | +600,635 | 29.81% | Q4 2025 | Jan 23, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 2,562,638 | 160,087 | 2.06% | 2.13% | 108 | -76,800 | -2.91% | Q4 2025 | Feb 09, 2026 |
| DAVIS R M INC | History | Added to | 2,482,285 | 155,068 | 2.67% | 2.28% | 109 | +304,803 | 14.0% | Q4 2025 | Feb 12, 2026 |
| BOK Financial Private Wealth, Inc. | History | Added to | 2,481,695 | 155,031 | 9.49% | 9.17% | 110 | +49,542 | 2.04% | Q4 2025 | Feb 06, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 2,447,979 | 152,925 | 1.1% | 0.94% | 111 | +281,172 | 12.98% | Q4 2025 | Feb 13, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 2,431,969 | 151,925 | 1.11% | 1.09% | 112 | +87,751 | 3.74% | Q4 2025 | Feb 12, 2026 |
| EASTERN BANK | History | Added to | 2,427,295 | 151,633 | 2.62% | 2.5% | 113 | +81,764 | 3.49% | Q4 2025 | Jan 14, 2026 |
| Keewaydin Investments LLC | History | New | 2,347,487 | 146,647 | 39.02% | — | 114 | +2,347,487 | New | Q4 2025 | Feb 10, 2026 |
| Clark Asset Management, LLC | History | Added to | 2,341,248 | 146,257 | 15.18% | 15.19% | 115 | +159,853 | 7.33% | Q4 2025 | Jan 27, 2026 |
| NewEdge Advisors, LLC | History | Added to | 2,329,131 | 145,500 | 0.53% | 0.59% | 116 | +167,362 | 7.74% | Q4 2025 | Feb 18, 2026 |
| Plante Moran Financial Advisors, LLC | History | Added to | 2,282,614 | 142,594 | 9.03% | 7.95% | 117 | +169,633 | 8.03% | Q4 2025 | Feb 05, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Added to | 2,277,980 | 142,305 | 0.02% | 0.01% | 118 | +1,229,628 | 117.29% | Q4 2025 | Feb 17, 2026 |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | History | New | 2,275,100 | 142,125 | 0.85% | — | 119 | +2,275,100 | New | Q4 2025 | Feb 17, 2026 |
| Hills Bank & Trust Co | History | Added to | 2,226,081 | 139,063 | 8.09% | 7.77% | 120 | +22,188 | 1.01% | Q4 2025 | Feb 05, 2026 |
| Oakworth Capital, Inc. | History | Added to | 2,221,405 | 138,771 | 7.58% | 7.64% | 121 | +15,945 | 0.72% | Q4 2025 | Jan 30, 2026 |
| SIGMA INVESTMENT COUNSELORS INC | History | Added to | 2,221,205 | 138,758 | 7.05% | 5.92% | 122 | +317,870 | 16.7% | Q4 2025 | Feb 03, 2026 |
| GLENMEDE TRUST CO NA | History | New | 2,188,111 | 136,691 | 0.65% | — | 123 | +2,188,111 | New | Q4 2025 | Feb 17, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 2,162,844 | 135,112 | 3.52% | 3.7% | 124 | +115,839 | 5.66% | Q4 2025 | Feb 02, 2026 |
| Hirtle Callaghan & Co LLC | History | Added to | 2,155,133 | 134,631 | 4.58% | 4.33% | 125 | +98,177 | 4.77% | Q4 2025 | Feb 04, 2026 |
| FIRST FINANCIAL BANKSHARES INC | History | Reduced | 2,110,603 | 131,849 | 2.65% | 2.66% | 126 | -47,688 | -2.21% | Q4 2025 | Feb 12, 2026 |
| Steele Capital Management, Inc. | History | Added to | 2,110,333 | 131,832 | 5.66% | 5.45% | 127 | +59,383 | 2.9% | Q4 2025 | Jan 27, 2026 |
| EVOKE WEALTH, LLC | History | Added to | 2,044,257 | 127,704 | 2.38% | 2.26% | 128 | +177,235 | 9.49% | Q4 2025 | Feb 06, 2026 |
| Summit Trail Advisors, LLC | History | Reduced | 2,031,147 | 126,885 | 2.19% | 2.17% | 129 | -596,719 | -22.71% | Q4 2025 | Feb 17, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Added to | 2,025,712 | 126,546 | 1.03% | 0.95% | 130 | +122,736 | 6.45% | Q4 2025 | Feb 13, 2026 |
| JABODON PT CO | History | New | 1,976,178 | 123,452 | 16.34% | — | 131 | +1,976,178 | New | Q4 2025 | Feb 11, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Added to | 1,964,506 | 122,722 | 2.04% | 1.91% | 132 | +103,290 | 5.55% | Q4 2025 | Jan 28, 2026 |
| Fusion Family Wealth, LLC | History | Added to | 1,944,094 | 121,447 | 9.2% | 8.59% | 133 | +29,885 | 1.56% | Q4 2025 | Feb 04, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 1,916,820 | 119,724 | 0.74% | 0.65% | 134 | +268,727 | 16.31% | Q4 2025 | Jan 27, 2026 |
| COMERICA BANK | History | Added to | 1,851,395 | 115,656 | 0.46% | 0.41% | 135 | +32,670 | 1.8% | Q4 2025 | Jan 29, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | Added to | 1,822,448 | 113,848 | 2.09% | 2.27% | 136 | +23,943 | 1.33% | Q4 2025 | Jan 28, 2026 |
| Employees Retirement System of Texas | History | Reduced | 1,798,331 | 112,342 | 0.91% | 3.2% | 137 | -4,889,500 | -73.11% | Q4 2025 | Feb 09, 2026 |
| Cresset Asset Management, LLC | History | Added to | 1,797,699 | 112,302 | 0.47% | 0.46% | 138 | +52,350 | 3.0% | Q4 2025 | Feb 17, 2026 |
| PDS Planning, Inc | History | Reduced | 1,770,112 | 110,578 | 7.39% | 7.34% | 139 | -821 | -0.05% | Q4 2025 | Jan 26, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 1,740,735 | 108,743 | 1.46% | 1.29% | 140 | +174,110 | 11.11% | Q4 2025 | Jan 30, 2026 |
| Apella Capital, LLC | History | Added to | 1,735,240 | 108,400 | 2.14% | 2.19% | 141 | +111,502 | 6.87% | Q4 2025 | Jan 21, 2026 |
| CITIGROUP INC | History | Reduced | 1,705,959 | 106,571 | 0.05% | 0.12% | 142 | -2,956,114 | -63.41% | Q4 2025 | Feb 13, 2026 |
| AGF MANAGEMENT LTD | History | Added to | 1,662,448 | 103,853 | 0.45% | 0.41% | 143 | +93,387 | 5.95% | Q4 2025 | Feb 17, 2026 |
| DT Investment Partners, LLC | History | Added to | 1,647,863 | 102,942 | 8.52% | 8.25% | 144 | +19,590 | 1.2% | Q4 2025 | Feb 10, 2026 |
| REBALANCE, LLC | History | Added to | 1,611,305 | 100,658 | 5.88% | 5.74% | 145 | +22,344 | 1.41% | Q4 2025 | Jan 15, 2026 |
| SOFI WEALTH, LLC | History | Added to | 1,608,390 | 100,476 | 5.01% | 4.99% | 146 | +60,594 | 3.91% | Q4 2025 | Jan 30, 2026 |
| Midwest Trust Co | History | Added to | 1,585,564 | 99,050 | 1.24% | 1.15% | 147 | +104,650 | 7.07% | Q4 2025 | Feb 04, 2026 |
| Litman Gregory Wealth Management LLC | History | Reduced | 1,583,314 | 98,909 | 7.23% | 7.29% | 148 | -54,617 | -3.33% | Q4 2025 | Feb 12, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 1,576,808 | 98,503 | 2.39% | 2.23% | 149 | +53,849 | 3.54% | Q4 2025 | Feb 13, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 1,564,564 | 97,738 | 2.52% | 2.44% | 150 | -33,214 | -2.08% | Q4 2025 | Jan 07, 2026 |
| Pure Financial Advisors, LLC | History | Reduced | 1,544,139 | 96,462 | 17.54% | 1.49% | 151 | -16,830 | -1.08% | Q4 2025 | Mar 04, 2026 |
| BROWN ADVISORY INC | History | Added to | 1,522,216 | 95,092 | 0.13% | 0.09% | 152 | +418,888 | 37.97% | Q4 2025 | Feb 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 1,501,374 | 93,790 | 0.03% | 0.03% | 153 | +8,187 | 0.55% | Q4 2025 | Feb 12, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Added to | 1,500,723 | 93,750 | 1.95% | 4.25% | 154 | +1,088,014 | 263.63% | Q4 2025 | Feb 17, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | Added to | 1,494,152 | 93,339 | 5.85% | 5.68% | 155 | +61,314 | 4.28% | Q4 2025 | Jan 21, 2026 |
| Arbor Investment Advisors, LLC | History | Reduced | 1,452,866 | 90,760 | 11.94% | 11.21% | 156 | -20,321 | -1.38% | Q4 2025 | Jan 23, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Added to | 1,431,087 | 89,590 | 8.01% | 7.73% | 157 | +178,496 | 14.25% | Q4 2025 | Jan 30, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 1,419,834 | 88,940 | 0.16% | 0.09% | 158 | +675,953 | 90.87% | Q4 2025 | Feb 05, 2026 |
| Waverly Advisors, LLC | History | Added to | 1,418,311 | 88,601 | 0.72% | 0.76% | 159 | +138,785 | 10.85% | Q4 2025 | Feb 17, 2026 |
| WHITTIER TRUST CO | History | Reduced | 1,362,811 | 87,410 | 0.95% | 0.96% | 160 | -11,657 | -0.85% | Q4 2025 | Jan 26, 2026 |
| Elwood & Goetz Wealth Advisory Group, LLC | History | Added to | 1,396,767 | 87,256 | 15.34% | 15.38% | 161 | +59,682 | 4.46% | Q4 2025 | Jan 21, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 1,383,454 | 86,424 | 0.36% | 0.33% | 162 | +186,958 | 15.63% | Q4 2025 | Feb 13, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Added to | 1,382,059 | 86,337 | 5.47% | 5.28% | 163 | +30,479 | 2.26% | Q4 2025 | Jan 23, 2026 |
| ALPS ADVISORS INC | History | Reduced | 1,341,636 | 83,812 | 0.49% | 0.45% | 164 | -9,280 | -0.69% | Q4 2025 | Feb 12, 2026 |
| Allen Investment Management, LLC | History | Added to | 1,340,479 | 83,739 | 0.93% | 0.87% | 165 | +36,156 | 2.77% | Q4 2025 | Feb 10, 2026 |
| CHOREO, LLC | History | Reduced | 1,329,679 | 83,490 | 1.06% | 1.06% | 166 | -32,058 | -2.35% | Q4 2025 | Jan 23, 2026 |
| COMMERCE BANK | History | Added to | 1,319,691 | 82,441 | 0.46% | 0.42% | 167 | +65,056 | 5.19% | Q4 2025 | Feb 13, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Added to | 1,314,164 | 82,096 | 1.03% | 0.99% | 168 | +45,634 | 3.6% | Q4 2025 | Feb 10, 2026 |
| CONNABLE OFFICE INC | History | Reduced | 1,303,791 | 81,447 | 7.47% | 7.51% | 169 | -47,869 | -3.54% | Q4 2025 | Feb 03, 2026 |
| PLANNING ALTERNATIVES LTD /ADV | History | Reduced | 1,285,360 | 80,296 | 10.11% | 10.03% | 170 | -18,175 | -1.39% | Q4 2025 | Feb 06, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 1,270,516 | 79,369 | 1.58% | 1.55% | 171 | -35,907 | -2.75% | Q4 2025 | Feb 05, 2026 |
| Wallington Asset Management, LLC | History | Reduced | 1,268,139 | 79,220 | 10.05% | 9.87% | 172 | -2,342 | -0.18% | Q4 2025 | Jan 14, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | Added to | 1,265,937 | 79,083 | 0.68% | 0.58% | 173 | +161,275 | 14.6% | Q4 2025 | Feb 05, 2026 |
| Gilbert & Cook, Inc. | History | Reduced | 1,258,426 | 78,613 | 9.88% | 9.73% | 174 | -5,131 | -0.41% | Q4 2025 | Jan 07, 2026 |
| PROFFITT & GOODSON INC | History | Added to | 1,256,430 | 78,489 | 10.94% | 10.74% | 175 | +6,773 | 0.54% | Q4 2025 | Jan 27, 2026 |
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | History | No change | 1,250,000 | 78,087 | 2.61% | 2.76% | 176 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| LVW Advisors, LLC | History | Reduced | 1,249,244 | 78,040 | 7.91% | 7.69% | 177 | -8,272 | -0.66% | Q4 2025 | Jan 14, 2026 |
| Human Investing LLC | History | Added to | 1,245,935 | 77,833 | 10.99% | 10.72% | 178 | +34,972 | 2.89% | Q4 2025 | Jan 27, 2026 |
| Atria Investments, Inc | History | Added to | 1,242,168 | 77,598 | 0.88% | 0.84% | 179 | +13,726 | 1.12% | Q4 2025 | Feb 05, 2026 |
| TD ASSET MANAGEMENT INC | History | Added to | 1,234,627 | 77,127 | 0.06% | 0.05% | 180 | +120,838 | 10.85% | Q4 2025 | Feb 10, 2026 |
| Lido Advisors, LLC | History | Added to | 1,249,933 | 76,119 | 0.23% | 0.18% | 181 | +284,257 | 29.44% | Q4 2025 | Feb 10, 2026 |
| Compound Planning, Inc. | History | Added to | 1,214,523 | 75,871 | 2.23% | 2.35% | 182 | +3,789 | 0.31% | Q4 2025 | Feb 19, 2026 |
| Arvest Bank Trust Division | History | Added to | 1,189,476 | 74,306 | 4.02% | 3.69% | 183 | +80,495 | 7.26% | Q4 2025 | Feb 09, 2026 |
| &PARTNERS | History | Added to | 1,181,652 | 74,039 | 0.39% | 0.32% | 184 | +350,374 | 42.15% | Q4 2025 | Feb 17, 2026 |
| Connecticut Wealth Management, LLC | History | Added to | 1,180,706 | 73,758 | 3.21% | 2.99% | 185 | +54,657 | 4.85% | Q4 2025 | Feb 12, 2026 |
| CENTRAL TRUST Co | History | Added to | 1,178,890 | 73,645 | 1.44% | 1.37% | 186 | +85,008 | 7.77% | Q4 2025 | Feb 02, 2026 |
| Auto-Owners Insurance Co | History | Added to | 1,178,750 | 73,636 | 1.55% | 1.62% | 187 | +133,000 | 12.72% | Q4 2025 | Mar 09, 2026 |
| Private Advisor Group, LLC | History | Added to | 1,173,314 | 73,296 | 0.34% | 0.28% | 188 | +210,424 | 21.85% | Q4 2025 | Feb 17, 2026 |
| Inherent Management Corp. | History | No change | 1,171,437 | 73,179 | 37.55% | 40.25% | 189 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Vision Capital Management, Inc. | History | Added to | 1,161,767 | 72,575 | 8.75% | 8.54% | 190 | +5,912 | 0.51% | Q4 2025 | Jan 27, 2026 |
| Klingman & Associates, LLC | History | Added to | 1,145,549 | 71,562 | 3.45% | 3.24% | 191 | +74,500 | 6.96% | Q4 2025 | Jan 29, 2026 |
| Legacy Private Trust Co. | History | Added to | 1,144,197 | 71,477 | 4.19% | 4.06% | 192 | +6,837 | 0.6% | Q4 2025 | Jan 08, 2026 |
| Adventist Health System/ West | History | No change | 1,131,440 | 70,681 | 11.88% | 11.04% | 193 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| SIGNATUREFD, LLC | History | Added to | 1,122,673 | 70,133 | 1.07% | 1.05% | 194 | +6,198 | 0.56% | Q4 2025 | Jan 20, 2026 |
| Tanager Wealth Management LLP | History | Reduced | 1,114,111 | 69,598 | 6.95% | 7.28% | 195 | -42,330 | -3.66% | Q4 2025 | Jan 26, 2026 |
| WestHill Financial Advisors, Inc. | History | Added to | 1,110,703 | 69,385 | 13.18% | 12.94% | 196 | +8,676 | 0.79% | Q4 2025 | Jan 21, 2026 |
| West Financial Advisors, LLC | History | Reduced | 1,101,503 | 68,810 | 11.61% | 11.14% | 197 | -23,626 | -2.1% | Q4 2025 | Jan 13, 2026 |
| NewEdge Wealth, LLC | History | Added to | 1,096,874 | 68,521 | 0.77% | 0.21% | 198 | +850,579 | 345.35% | Q4 2025 | Feb 03, 2026 |
| FULTON BREAKEFIELD BROENNIMAN LLC | History | Added to | 1,089,937 | 68,088 | 4.3% | 3.12% | 199 | +283,560 | 35.16% | Q4 2025 | Jan 21, 2026 |
| BOKF, NA | History | Reduced | 1,083,730 | 67,700 | 1.04% | 1.01% | 200 | -38,605 | -3.44% | Q4 2025 | Feb 03, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Added to | 1,053,011 | 67,540 | 1.4% | 1.33% | 201 | +27,501 | 2.68% | Q4 2025 | Jan 26, 2026 |
| Charles Schwab Trust Co | History | Reduced | 1,079,970 | 67,465 | 4.43% | 4.47% | 202 | -19,285 | -1.75% | Q4 2025 | Jan 09, 2026 |
| Oakwell Private Wealth Management, LLC | History | Added to | 1,049,888 | 65,586 | 12.24% | 12.14% | 203 | +41,314 | 4.1% | Q4 2025 | Jan 30, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 1,049,797 | 65,580 | 2.41% | 2.54% | 204 | -22,612 | -2.11% | Q4 2025 | Feb 06, 2026 |
| Trilogy Capital Inc. | History | Added to | 1,046,626 | 65,382 | 2.92% | 2.88% | 205 | +7,095 | 0.68% | Q4 2025 | Jan 22, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 1,029,945 | 65,092 | 0.11% | 0.1% | 206 | -420 | -0.04% | Q4 2025 | Jan 15, 2026 |
| Sepio Capital, LP | History | Added to | 1,036,937 | 64,777 | 3.55% | 3.6% | 207 | +20,422 | 2.01% | Q4 2025 | Feb 12, 2026 |
| Brookstone Capital Management | History | Added to | 1,024,040 | 63,971 | 0.73% | 0.66% | 208 | +95,594 | 10.3% | Q4 2025 | Jan 15, 2026 |
| Jacobsen Capital Management | History | Added to | 1,014,776 | 63,393 | 20.71% | 20.13% | 209 | +23,397 | 2.36% | Q4 2025 | Jan 26, 2026 |
| Strategic Investment Advisors / MI | History | Added to | 1,014,172 | 63,355 | 5.48% | 5.45% | 210 | +1,638 | 0.16% | Q4 2025 | Feb 17, 2026 |
| Keel Point, LLC | History | Added to | 1,012,021 | 63,220 | 3.81% | 3.55% | 211 | +48,780 | 5.06% | Q4 2025 | Feb 12, 2026 |
| Kathmere Capital Management, LLC | History | Added to | 995,410 | 62,183 | 4.19% | 4.19% | 212 | +10,818 | 1.1% | Q4 2025 | Jan 13, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Added to | 990,514 | 61,877 | 2.7% | 2.3% | 213 | +141,809 | 16.71% | Q4 2025 | Jan 29, 2026 |
| Pine Ridge Advisers LLC | History | No change | 984,266 | 61,487 | 3.67% | 3.51% | 214 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| KWMG, LLC | History | Reduced | 982,599 | 61,382 | 5.29% | 5.19% | 215 | -6,511 | -0.66% | Q4 2025 | Jan 16, 2026 |
| Coyle Financial Counsel LLC | History | Added to | 979,288 | 61,176 | 13.08% | 13.22% | 216 | +22,169 | 2.32% | Q4 2025 | Feb 10, 2026 |
| WELCH & FORBES LLC | History | Reduced | 967,383 | 60,432 | 0.73% | 0.71% | 217 | -14,775 | -1.5% | Q4 2025 | Feb 10, 2026 |
| UMB Bank, n.a. | History | Added to | 966,458 | 60,374 | 0.8% | 0.85% | 218 | +3,278 | 0.34% | Q4 2025 | Feb 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 959,729 | 59,954 | 0.03% | 0.03% | 219 | +97,885 | 11.36% | Q4 2025 | Feb 17, 2026 |
| Avion Wealth | History | Reduced | 952,318 | 59,491 | 12.48% | 12.55% | 220 | -24,247 | -2.48% | Q4 2025 | Jan 23, 2026 |
| Ellenbecker Investment Group | History | Added to | 951,754 | 59,456 | 8.32% | 7.44% | 221 | +109,904 | 13.06% | Q4 2025 | Jan 30, 2026 |
| Merit Financial Group, LLC | History | Added to | 940,699 | 58,765 | 0.47% | 0.51% | 222 | +11,327 | 1.22% | Q4 2025 | Jan 26, 2026 |
| Meeder Advisory Services, Inc. | History | Reduced | 932,957 | 58,281 | 2.5% | 2.68% | 223 | -28,015 | -2.92% | Q4 2025 | Feb 11, 2026 |
| Tidal Investments LLC | History | Added to | 929,916 | 58,091 | 0.14% | 0.06% | 224 | +464,375 | 99.75% | Q4 2025 | Feb 13, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 926,457 | 57,875 | 0.32% | 0.34% | 225 | -4,181 | -0.45% | Q4 2025 | Feb 03, 2026 |
| Financial Synergies Wealth Advisors, Inc. | History | Added to | 926,276 | 57,864 | 5.59% | 5.51% | 226 | +17,515 | 1.93% | Q4 2025 | Feb 06, 2026 |
| EP Wealth Advisors, LLC | History | New | 925,697 | 57,828 | 0.3% | — | 227 | +925,697 | New | Q4 2025 | Feb 18, 2026 |
| Wealth Architects, LLC | History | Reduced | 925,625 | 57,823 | 5.21% | 5.31% | 228 | -13,165 | -1.4% | Q4 2025 | Feb 17, 2026 |
| Chandler Asset Management, Inc. | History | Added to | 922,703 | 57,641 | 9.12% | 8.99% | 229 | +8,592 | 0.94% | Q4 2025 | Feb 13, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | Reduced | 922,677 | 57,639 | 2.35% | 2.35% | 230 | -9,880 | -1.06% | Q4 2025 | Jan 16, 2026 |
| Citizens Business Bank | History | Added to | 920,192 | 57,484 | 9.5% | 9.11% | 231 | +9,560 | 1.05% | Q4 2025 | Feb 02, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Added to | 915,172 | 57,170 | 2.75% | 2.55% | 232 | +59,038 | 6.9% | Q4 2025 | Feb 04, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 908,989 | 56,784 | 1.01% | 1.08% | 233 | +10,282 | 1.14% | Q4 2025 | Jan 16, 2026 |
| Heartwood Wealth Advisors LLC | History | Added to | 901,342 | 56,306 | 5.19% | 4.99% | 234 | +9,688 | 1.09% | Q4 2025 | Jan 12, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 888,805 | 55,523 | 0.42% | 0.41% | 235 | +87,560 | 10.93% | Q4 2025 | Jan 14, 2026 |
| Gemmer Asset Management LLC | History | Added to | 887,584 | 55,447 | 4.27% | 4.18% | 236 | +22,186 | 2.56% | Q4 2025 | Jan 23, 2026 |
| Allworth Financial LP | History | New | 886,695 | 55,391 | 0.23% | — | 237 | +886,695 | New | Q4 2025 | Feb 05, 2026 |
| Seaside Wealth Management, Inc. | History | Added to | 884,270 | 55,240 | 15.76% | 15.51% | 238 | +12,060 | 1.38% | Q4 2025 | Feb 17, 2026 |
| REAP Financial Group, LLC | History | Added to | 877,055 | 54,789 | 11.13% | 10.55% | 239 | +66,382 | 8.19% | Q4 2025 | Feb 10, 2026 |
| CHAI TRUST CO LLC | History | Added to | 874,885 | 54,654 | 4.71% | 3.28% | 240 | +47,518 | 5.74% | Q4 2025 | Feb 17, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | Added to | 873,231 | 54,550 | 2.69% | 2.5% | 241 | +61,373 | 7.56% | Q4 2025 | Feb 11, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 867,832 | 54,213 | 3.24% | 2.89% | 242 | +36,231 | 4.36% | Q4 2025 | Jan 20, 2026 |
| ALESCO ADVISORS LLC | History | Reduced | 864,100 | 53,980 | 1.4% | 1.41% | 243 | -6,951 | -0.8% | Q4 2025 | Jan 28, 2026 |
| ARVEST INVESTMENTS, INC. | History | Added to | 861,470 | 53,816 | 7.56% | 7.22% | 244 | +22,015 | 2.62% | Q4 2025 | Jan 20, 2026 |
| Riverpoint Wealth Management Holdings, LLC | History | Added to | 860,232 | 53,738 | 11.54% | 11.25% | 245 | +5,981 | 0.7% | Q4 2025 | Feb 10, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 854,504 | 53,380 | 0.29% | 0.28% | 246 | +29,803 | 3.61% | Q4 2025 | Feb 12, 2026 |
| PETREDIS INVESTMENT ADVISORS LLC | History | Reduced | 853,094 | 53,292 | 4.17% | 4.11% | 247 | -1,261 | -0.15% | Q4 2025 | Jan 14, 2026 |
| Consolidated Portfolio Review Corp | History | Added to | 839,410 | 52,437 | 4.53% | 1.41% | 248 | +652,460 | 349.0% | Q4 2025 | Jan 26, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Reduced | 838,536 | 52,383 | 2.93% | 3.07% | 249 | -139,309 | -14.25% | Q4 2025 | Feb 06, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 831,843 | 51,965 | 0.44% | 0.38% | 250 | +20,306 | 2.5% | Q4 2025 | Jan 05, 2026 |
| Capital Planning Advisors, LLC | History | Added to | 827,165 | 51,672 | 6.91% | 6.65% | 251 | +19,277 | 2.39% | Q4 2025 | Feb 17, 2026 |
| OLIO Financial Planning | History | Added to | 826,598 | 51,637 | 14.48% | 14.26% | 252 | +15,599 | 1.92% | Q4 2025 | Jan 21, 2026 |
| Arlington Trust Co LLC | History | Reduced | 824,926 | 51,533 | 5.25% | 9.09% | 253 | -17,916 | -2.13% | Q4 2025 | Jan 30, 2026 |
| Sageworth Trust Co | History | Added to | 822,354 | 51,372 | 2.2% | 2.23% | 254 | +23,277 | 2.91% | Q4 2025 | Feb 03, 2026 |
| Composition Wealth, LLC | History | Reduced | 820,987 | 51,287 | 0.74% | 0.77% | 255 | -31,654 | -3.71% | Q4 2025 | Feb 02, 2026 |
| Parker Financial LLC | History | Reduced | 816,906 | 51,033 | 20.7% | 20.4% | 256 | -12,947 | -1.56% | Q4 2025 | Feb 03, 2026 |
| Hanson & Doremus Investment Management | History | Added to | 813,857 | 50,842 | 6.11% | 6.01% | 257 | +17,073 | 2.14% | Q4 2025 | Jan 20, 2026 |
| Keener Financial Planning LLC | History | Added to | 805,831 | 50,340 | 21.75% | 21.38% | 258 | +36,717 | 4.77% | Q4 2025 | Jan 23, 2026 |
| Whitcomb & Hess, Inc. | History | Added to | 771,651 | 49,817 | 11.75% | 11.77% | 259 | +7,816 | 1.02% | Q4 2025 | Jan 14, 2026 |
| First Bank & Trust | History | No change | 794,444 | 49,628 | 8.08% | 8.01% | 260 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Trust Co | History | Added to | 791,340 | 49,434 | 4.64% | 4.79% | 261 | +9,642 | 1.23% | Q4 2025 | Jan 15, 2026 |
| Mutual Advisors, LLC | History | Added to | 782,065 | 48,855 | 1.05% | 0.99% | 262 | +42,951 | 5.81% | Q4 2025 | Feb 02, 2026 |
| Efficient Advisors, LLC | History | Reduced | 779,733 | 48,709 | 2.84% | 2.64% | 263 | -1,201 | -0.15% | Q4 2025 | Jan 21, 2026 |
| GP Brinson Investments LLC | History | No change | 777,776 | 48,587 | 20.93% | 19.0% | 264 | 0 | 0.0% | Q4 2025 | Jan 02, 2026 |
| Partners in Financial Planning | History | Added to | 777,465 | 48,568 | 8.22% | 8.03% | 265 | +2,399 | 0.31% | Q4 2025 | Feb 02, 2026 |
| Financial Advisory Corp | History | Reduced | 776,222 | 48,490 | 7.05% | 7.08% | 266 | -26,790 | -3.34% | Q4 2025 | Jan 27, 2026 |
| TECTONIC ADVISORS LLC | History | Added to | 773,024 | 48,290 | 2.55% | 2.34% | 267 | +59,256 | 8.3% | Q4 2025 | Jan 23, 2026 |
| Cliffwater LLC | History | No change | 770,181 | 48,113 | 10.1% | 9.72% | 268 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Perkins Coie Trust Co | History | Reduced | 758,665 | 47,393 | 8.83% | 8.56% | 269 | -624 | -0.08% | Q4 2025 | Jan 12, 2026 |
| MCMORGAN & CO LLC | History | Added to | 755,421 | 47,191 | 7.82% | 6.85% | 270 | +12,460 | 1.68% | Q4 2025 | Feb 11, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 755,278 | 47,182 | 0.26% | 0.38% | 271 | -479,593 | -38.84% | Q4 2025 | Jan 29, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | Added to | 720,525 | 46,776 | 3.15% | 2.66% | 272 | +156,856 | 27.83% | Q4 2025 | Feb 13, 2026 |
| TLT Family Holdco ULC | History | Reduced | 748,200 | 46,740 | 5.13% | 4.83% | 273 | -135,200 | -15.3% | Q4 2025 | Feb 13, 2026 |
| Matrix Trust Co | History | Added to | 739,497 | 46,196 | 7.62% | 6.8% | 274 | +14,225 | 1.96% | Q4 2025 | Jan 13, 2026 |
| PACK Private Wealth, LLC | History | Added to | 738,661 | 46,144 | 21.04% | 20.51% | 275 | +12,160 | 1.67% | Q4 2025 | Feb 17, 2026 |
| Journey Advisory Group, LLC | History | Added to | 730,840 | 45,655 | 3.84% | 2.79% | 276 | +101,436 | 16.12% | Q4 2025 | Jan 27, 2026 |
| Beaird Harris Wealth Management, LLC | History | Added to | 729,098 | 45,546 | 3.14% | 3.05% | 277 | +11,422 | 1.59% | Q4 2025 | Feb 23, 2026 |
| GREENWOOD GEARHART INC | History | Added to | 728,016 | 45,479 | 2.5% | 2.48% | 278 | +8,846 | 1.23% | Q4 2025 | Feb 04, 2026 |
| Financial Planning Navigators CORP | History | New | 721,490 | 45,071 | 20.69% | — | 279 | +721,490 | New | Q4 2025 | Jan 16, 2026 |
| Roble, Belko & Company, Inc | History | Reduced | 717,726 | 44,836 | 5.88% | 5.87% | 280 | -4,916 | -0.68% | Q4 2025 | Jan 12, 2026 |
| Summit Financial, LLC | History | Added to | 716,748 | 44,775 | 0.66% | 0.63% | 281 | +24,167 | 3.49% | Q4 2025 | Feb 13, 2026 |
| Brooklyn FI, LLC | History | Added to | 715,806 | 44,716 | 9.57% | 9.53% | 282 | +13,905 | 1.98% | Q4 2025 | Jan 21, 2026 |
| Wolff Financial Management LLC | History | Added to | 711,722 | 44,461 | 10.0% | 9.64% | 283 | +18,529 | 2.67% | Q4 2025 | Feb 06, 2026 |
| Grey Fox Wealth Advisors, LLC | History | Added to | 709,603 | 44,328 | 9.07% | 8.02% | 284 | +52,814 | 8.04% | Q4 2025 | Feb 12, 2026 |
| SoundView Advisors Inc. | History | Added to | 702,923 | 43,911 | 15.32% | 13.64% | 285 | +38,788 | 5.84% | Q4 2025 | Feb 06, 2026 |
| Roof Eidam Maycock Peralta, LLC | History | Added to | 701,500 | 43,822 | 9.93% | 10.05% | 286 | +11,354 | 1.65% | Q4 2025 | Jan 26, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 701,166 | 43,801 | 0.54% | 0.45% | 287 | +41,794 | 6.34% | Q4 2025 | Feb 11, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 699,616 | 43,705 | 3.47% | 3.47% | 288 | +61,817 | 9.69% | Q4 2025 | Jan 13, 2026 |
| Nadler Financial Group, Inc. | History | Added to | 699,065 | 43,670 | 4.06% | 3.73% | 289 | +46,356 | 7.1% | Q4 2025 | Jan 28, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 695,624 | 43,455 | 0.01% | 0.0% | 290 | +309,707 | 80.25% | Q4 2025 | Feb 17, 2026 |
| RPTC Inc. | History | Added to | 692,632 | 43,268 | 7.26% | 7.13% | 291 | +11,363 | 1.67% | Q4 2025 | Feb 17, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | Added to | 686,391 | 42,878 | 6.33% | 6.12% | 292 | +20,786 | 3.12% | Q4 2025 | Feb 03, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 683,371 | 42,690 | 0.07% | 0.07% | 293 | -4,261 | -0.62% | Q4 2025 | Feb 10, 2026 |
| TOMPKINS FINANCIAL CORP | History | Added to | 682,579 | 42,640 | 3.32% | 3.17% | 294 | +49,019 | 7.74% | Q4 2025 | Jan 08, 2026 |
| Noble Family Wealth, LLC | History | Added to | 682,103 | 42,610 | 8.98% | 8.45% | 295 | +42,655 | 6.67% | Q4 2025 | Jan 07, 2026 |
| Fiduciary Wealth Partners, LLC | History | Added to | 676,059 | 42,233 | 17.32% | 16.42% | 296 | +23,284 | 3.57% | Q4 2025 | Jan 28, 2026 |
| First Western Trust Bank | History | Reduced | 674,831 | 42,156 | 2.07% | 2.04% | 297 | -67,985 | -9.15% | Q4 2025 | Feb 12, 2026 |
| Kaydan Wealth Management, Inc. | History | Reduced | 672,129 | 41,987 | 12.15% | 11.62% | 298 | -6,492 | -0.96% | Q4 2025 | Jan 12, 2026 |
| Global Retirement Partners, LLC | History | Added to | 671,861 | 41,971 | 0.74% | 0.55% | 299 | +265,159 | 65.2% | Q4 2025 | Feb 06, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Added to | 669,988 | 41,854 | 4.58% | 3.98% | 300 | +87,041 | 14.93% | Q4 2025 | Feb 18, 2026 |
| Permanent Capital Management, LP | History | Added to | 667,846 | 41,720 | 8.13% | 7.36% | 301 | +11,168 | 1.7% | Q4 2025 | Jan 07, 2026 |
| 49 WEALTH MANAGEMENT, LLC | History | Added to | 665,161 | 41,552 | 3.38% | 3.22% | 302 | +95,908 | 16.85% | Q4 2025 | Feb 04, 2026 |
| MBB PUBLIC MARKETS I LLC | History | No change | 662,117 | 41,362 | 4.32% | 5.27% | 303 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 657,516 | 41,075 | 2.42% | 2.17% | 304 | +124,126 | 23.27% | Q4 2025 | Feb 10, 2026 |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | History | Reduced | 650,057 | 40,609 | 3.01% | 2.68% | 305 | -6,841 | -1.04% | Q4 2025 | Jan 23, 2026 |
| Fi3 FINANCIAL ADVISORS, LLC | History | Reduced | 648,298 | 40,499 | 12.39% | 13.49% | 306 | -17,452 | -2.62% | Q4 2025 | Feb 06, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 646,329 | 40,376 | 1.23% | 1.22% | 307 | -16,925 | -2.55% | Q4 2025 | Feb 11, 2026 |
| MOODY NATIONAL BANK TRUST DIVISION | History | Added to | 645,217 | 40,306 | 3.88% | 2.78% | 308 | +96,370 | 17.56% | Q4 2025 | Jan 12, 2026 |
| Nelson Capital Management, LLC | History | Added to | 643,177 | 40,179 | 4.7% | 4.52% | 309 | +10,078 | 1.59% | Q4 2025 | Feb 10, 2026 |
| Wealth Management Strategies, Inc. | History | Added to | 639,020 | 39,919 | 18.38% | 17.55% | 310 | +47,631 | 8.05% | Q4 2025 | Feb 17, 2026 |
| Clarius Group, LLC | History | Reduced | 633,333 | 39,564 | 2.26% | 2.28% | 311 | -10,226 | -1.59% | Q4 2025 | Jan 14, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 633,300 | 39,562 | 0.02% | 0.02% | 312 | +53,717 | 9.27% | Q4 2025 | Feb 13, 2026 |
| JRM Investment Counsel, LLC | History | Added to | 631,723 | 39,463 | 11.41% | 11.11% | 313 | +12,186 | 1.97% | Q4 2025 | Feb 12, 2026 |
| MERIDIAN MANAGEMENT CO | History | Added to | 627,592 | 39,205 | 9.71% | 9.16% | 314 | +56,498 | 9.89% | Q4 2025 | Feb 10, 2026 |
| Weitzel Financial Services, Inc. | History | Added to | 612,103 | 38,684 | 14.97% | 14.6% | 315 | +9,844 | 1.63% | Q4 2025 | Feb 03, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 618,694 | 38,650 | 0.43% | 0.39% | 316 | +38,553 | 6.65% | Q4 2025 | Feb 02, 2026 |
| Avior Wealth Management, LLC | History | Added to | 619,257 | 38,574 | 1.2% | 1.17% | 317 | +12,541 | 2.07% | Q4 2025 | Jan 06, 2026 |
| Windward Private Wealth Management Inc. | History | Reduced | 616,922 | 38,539 | 13.35% | 13.32% | 318 | -27,339 | -4.24% | Q4 2025 | Feb 02, 2026 |
| Arax Advisory Partners | History | Reduced | 616,144 | 38,490 | 1.12% | 0.91% | 319 | -442,772 | -41.81% | Q4 2025 | Feb 13, 2026 |
| Conrad Siegel Investment Advisors, Inc. | History | Added to | 615,924 | 38,476 | 7.3% | 6.46% | 320 | +102,110 | 19.87% | Q4 2025 | Jan 14, 2026 |
| Integris Wealth Management, LLC | History | Added to | 614,222 | 38,370 | 8.73% | 8.56% | 321 | +26,890 | 4.58% | Q4 2025 | Jan 21, 2026 |
| Attessa Capital LLC | History | Added to | 613,471 | 38,323 | 20.95% | 20.27% | 322 | +39,701 | 6.92% | Q4 2025 | Jan 06, 2026 |
| Cascade Financial Partners, LLC | History | Reduced | 612,549 | 38,265 | 3.88% | 4.4% | 323 | -27,831 | -4.35% | Q4 2025 | Feb 06, 2026 |
| Wiser Wealth Management, Inc | History | Added to | 611,360 | 38,191 | 8.49% | 8.32% | 324 | +4,057 | 0.67% | Q4 2025 | Jan 12, 2026 |
| Ellevest, Inc. | History | Reduced | 608,408 | 38,007 | 5.26% | 5.29% | 325 | -10,284 | -1.66% | Q4 2025 | Feb 10, 2026 |
| Praetorian Wealth Management, Inc. | History | Added to | 603,148 | 37,678 | 7.48% | 7.37% | 326 | +3,745 | 0.62% | Q4 2025 | Jan 14, 2026 |
| BANK HAPOALIM BM | History | No change | 603,000 | 37,666 | 3.27% | 4.44% | 327 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Evolution Advisers, Inc. | History | Added to | 601,143 | 37,553 | 16.26% | 15.93% | 328 | +14,392 | 2.45% | Q4 2025 | Jan 23, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 600,391 | 37,506 | 0.05% | 0.06% | 329 | -56,632 | -8.62% | Q4 2025 | Feb 10, 2026 |
| PENOBSCOT WEALTH MANAGEMENT | History | Added to | 593,408 | 37,070 | 11.46% | 11.15% | 330 | +13,588 | 2.34% | Q4 2025 | Feb 12, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Added to | 589,532 | 37,016 | 0.48% | 0.43% | 331 | +24,813 | 4.39% | Q4 2025 | Feb 03, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 588,781 | 36,781 | 0.75% | 0.73% | 332 | +50,866 | 9.46% | Q4 2025 | Feb 09, 2026 |
| Arcadia Wealth Management, LLC | History | Added to | 585,907 | 36,601 | 13.62% | 12.71% | 333 | +51,219 | 9.58% | Q4 2025 | Feb 03, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Added to | 584,362 | 36,505 | 2.85% | 2.81% | 334 | +6,440 | 1.11% | Q4 2025 | Jan 23, 2026 |
| Strid Group, LLC | History | Added to | 583,541 | 36,453 | 4.54% | 4.24% | 335 | +26,859 | 4.82% | Q4 2025 | Jan 26, 2026 |
| Horizon Investments, LLC | History | Added to | 582,877 | 36,412 | 0.46% | 0.41% | 336 | +61,335 | 11.76% | Q4 2025 | Feb 02, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 577,144 | 36,054 | 0.71% | 0.76% | 337 | -30,909 | -5.08% | Q4 2025 | Jan 14, 2026 |
| Advisors Capital Management, LLC | History | Reduced | 575,203 | 35,932 | 0.42% | 0.45% | 338 | -29,299 | -4.85% | Q4 2025 | Jan 29, 2026 |
| Relyea Zuckerberg Hanson LLC | History | Added to | 574,332 | 35,878 | 3.62% | 3.15% | 339 | +73,997 | 14.79% | Q4 2025 | Jan 20, 2026 |
| Apriem Advisors | History | Reduced | 573,649 | 35,835 | 3.29% | 3.28% | 340 | -5,148 | -0.89% | Q4 2025 | Feb 13, 2026 |
| World Investment Advisors | History | Added to | 573,388 | 35,819 | 0.58% | 0.49% | 341 | +170,959 | 42.48% | Q4 2025 | Mar 12, 2026 |
| D'Orazio & Associates, Inc. | History | Added to | 571,381 | 35,694 | 4.56% | 4.47% | 342 | +6,934 | 1.23% | Q4 2025 | Feb 04, 2026 |
| MAYPORT, LLC | History | Added to | 570,460 | 35,636 | 7.18% | 7.14% | 343 | +20,046 | 3.64% | Q4 2025 | Jan 21, 2026 |
| Choate Investment Advisors | History | Added to | 569,722 | 35,590 | 0.7% | 0.64% | 344 | +55,340 | 10.76% | Q4 2025 | Feb 09, 2026 |
| Savvy Advisors, Inc. | History | Added to | 568,020 | 35,484 | 1.15% | 1.24% | 345 | +116,621 | 25.84% | Q4 2025 | Jan 20, 2026 |
| 1ST SOURCE BANK | History | Reduced | 567,626 | 35,459 | 1.86% | 1.91% | 346 | -37,943 | -6.27% | Q4 2025 | Feb 05, 2026 |
| INTRUST BANK NA | History | Reduced | 566,257 | 35,374 | 2.93% | 2.88% | 347 | -10,808 | -1.87% | Q4 2025 | Feb 06, 2026 |
| Equita Financial Network, Inc. | History | Added to | 565,986 | 35,357 | 10.66% | 10.46% | 348 | +49,428 | 9.57% | Q4 2025 | Jan 29, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Reduced | 559,880 | 34,975 | 1.46% | 1.42% | 349 | -824 | -0.15% | Q4 2025 | Feb 09, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Added to | 559,449 | 34,948 | 2.17% | 2.1% | 350 | +18,284 | 3.38% | Q4 2025 | Feb 17, 2026 |
| Montis Financial, LLC | History | Added to | 557,735 | 34,841 | 6.89% | 7.35% | 351 | +26,024 | 4.89% | Q4 2025 | Feb 11, 2026 |
| Inlight Wealth Management, LLC | History | Added to | 556,615 | 34,771 | 12.73% | 12.29% | 352 | +119,636 | 27.38% | Q4 2025 | Jan 23, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 555,111 | 34,677 | 0.77% | 0.74% | 353 | +10,417 | 1.91% | Q4 2025 | Feb 04, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 552,635 | 34,523 | 0.43% | 0.41% | 354 | +23,724 | 4.49% | Q4 2025 | Jan 29, 2026 |
| Cambridge Advisors Inc. | History | Reduced | 548,815 | 34,284 | 6.53% | 6.7% | 355 | -23,497 | -4.11% | Q4 2025 | Jan 21, 2026 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | History | Reduced | 548,491 | 34,264 | 7.71% | 7.9% | 356 | -12,249 | -2.18% | Q4 2025 | Jan 12, 2026 |
| BAR HARBOR WEALTH MANAGEMENT | History | Added to | 548,387 | 34,257 | 1.98% | 1.91% | 357 | +16,530 | 3.11% | Q4 2025 | Jan 22, 2026 |
| SEVEN MILE ADVISORY | History | Added to | 547,293 | 34,189 | 5.87% | 5.15% | 358 | +14,735 | 2.77% | Q4 2025 | Feb 13, 2026 |
| CWM, LLC | History | Added to | 541,756 | 33,843 | 0.09% | 0.09% | 359 | +63,930 | 13.38% | Q4 2025 | Jan 26, 2026 |
| BANK OF NOVA SCOTIA | History | New | 541,700 | 33,839 | 0.05% | — | 360 | +541,700 | New | Q4 2025 | Feb 13, 2026 |
| Affiance Financial, LLC | History | Reduced | 540,982 | 33,795 | 5.43% | 5.95% | 361 | -4,085 | -0.75% | Q4 2025 | Jan 21, 2026 |
| Abacus Planning Group, Inc. | History | Reduced | 540,549 | 33,768 | 4.49% | 4.59% | 362 | -14,433 | -2.6% | Q4 2025 | Jan 16, 2026 |
| OKABENA INVESTMENT SERVICES INC | History | Added to | 533,099 | 33,302 | 6.35% | 5.59% | 363 | +52,908 | 11.02% | Q4 2025 | Feb 13, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 532,889 | 33,289 | 0.45% | 0.3% | 364 | +273,578 | 105.5% | Q4 2025 | Feb 06, 2026 |
| Mascoma Wealth Management LLC | History | Added to | 531,364 | 33,194 | 7.12% | 6.85% | 365 | +12,647 | 2.44% | Q4 2025 | Feb 04, 2026 |
| VPR Management LLC | History | No change | 525,600 | 32,834 | 14.63% | 14.31% | 366 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| VestGen Advisors, LLC | History | Added to | 523,878 | 32,726 | 1.39% | 0.77% | 367 | +140,083 | 36.5% | Q4 2025 | Feb 17, 2026 |
| Cordant, Inc. | History | Added to | 523,528 | 32,704 | 13.71% | 13.6% | 368 | +20,569 | 4.09% | Q4 2025 | Jan 12, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 519,613 | 32,460 | 0.61% | 0.58% | 369 | +6,702 | 1.31% | Q4 2025 | Feb 04, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 519,190 | 32,433 | 0.1% | 0.08% | 370 | +63,379 | 13.9% | Q4 2025 | Feb 13, 2026 |
| ADVOCATE GROUP LLC | History | Added to | 519,020 | 32,423 | 5.25% | 4.9% | 371 | +21,215 | 4.26% | Q4 2025 | Jan 20, 2026 |
| Operose Advisors LLC | History | Added to | 517,824 | 32,348 | 7.54% | 6.51% | 372 | +82,300 | 18.9% | Q4 2025 | Feb 10, 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | History | Added to | 516,130 | 32,242 | 1.66% | 1.52% | 373 | +16,805 | 3.37% | Q4 2025 | Feb 17, 2026 |
| Parallel Advisors, LLC | History | Added to | 515,743 | 32,233 | 0.59% | 0.56% | 374 | +7,086 | 1.39% | Q4 2025 | Feb 11, 2026 |
| Aufman Associates Inc | History | Added to | 515,427 | 32,198 | 16.5% | 17.38% | 375 | +92 | 0.02% | Q4 2025 | Feb 11, 2026 |
| SilverOak Wealth Management LLC | History | Added to | 515,236 | 32,186 | 5.04% | 4.99% | 376 | +21,637 | 4.38% | Q4 2025 | Jan 28, 2026 |
| Sovereign Financial Group, Inc. | History | Added to | 515,175 | 32,182 | 5.54% | 5.75% | 377 | +2,590 | 0.51% | Q4 2025 | Jan 07, 2026 |
| BIP Wealth, LLC | History | Added to | 514,651 | 32,150 | 1.13% | 1.51% | 378 | +5,506 | 1.08% | Q4 2025 | Jan 21, 2026 |
| SigFig Wealth Management, LLC | History | Reduced | 514,163 | 32,132 | 0.96% | 0.96% | 379 | -4,870 | -0.94% | Q4 2025 | Jan 16, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 513,808 | 32,097 | 1.81% | 1.72% | 380 | +22,876 | 4.66% | Q4 2025 | Jan 14, 2026 |
| St. Louis Trust Co | History | Added to | 513,626 | 32,086 | 3.68% | 3.48% | 381 | +47,179 | 10.11% | Q4 2025 | Feb 09, 2026 |
| Sage Mountain Advisors LLC | History | Added to | 512,030 | 31,986 | 1.7% | 1.68% | 382 | +22,205 | 4.53% | Q4 2025 | Jan 23, 2026 |
| Ballentine Capital Advisors, Inc | History | Added to | 510,131 | 31,867 | 13.42% | 13.31% | 383 | +7,930 | 1.58% | Q4 2025 | Feb 02, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | Added to | 508,888 | 31,790 | 3.49% | 3.24% | 384 | +45,117 | 9.73% | Q4 2025 | Feb 13, 2026 |
| Caprock Group, LLC | History | Added to | 508,081 | 31,739 | 0.67% | 0.59% | 385 | +100,348 | 24.61% | Q4 2025 | Jan 28, 2026 |
| Axos Invest Inc. | History | Added to | 507,798 | 31,722 | 23.32% | 21.98% | 386 | +18,100 | 3.7% | Q4 2025 | Jan 23, 2026 |
| GHP Investment Advisors, Inc. | History | Reduced | 506,824 | 31,661 | 1.3% | 1.28% | 387 | -1,761 | -0.35% | Q4 2025 | Jan 27, 2026 |
| Abound Wealth Management | History | Reduced | 506,534 | 31,643 | 7.41% | 7.63% | 388 | -2,384 | -0.47% | Q4 2025 | Jan 12, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 502,121 | 31,367 | 0.39% | 0.4% | 389 | -16,073 | -3.1% | Q4 2025 | Feb 05, 2026 |
| CAPITAL ADVISORS INC/OK | History | Reduced | 500,552 | 31,269 | 0.5% | 0.51% | 390 | -7,217 | -1.42% | Q4 2025 | Jan 15, 2026 |
| Garde Capital, Inc. | History | Added to | 498,902 | 31,166 | 1.85% | 1.45% | 391 | +2,922 | 0.59% | Q4 2025 | Feb 10, 2026 |
| Prosperity Advisers, LLC | History | New | 492,880 | 30,790 | 25.42% | — | 392 | +492,880 | New | Q4 2025 | Jan 23, 2026 |
| Fiera Capital Corp | History | Added to | 492,211 | 30,748 | 0.1% | 0.09% | 393 | +15,750 | 3.31% | Q4 2025 | Feb 11, 2026 |
| Morton Brown Family Wealth, LLC | History | Added to | 491,908 | 30,729 | 8.37% | 8.34% | 394 | +7,124 | 1.47% | Q4 2025 | Jan 28, 2026 |
| Trinity Financial Advisors LLC | History | Added to | 487,192 | 30,434 | 8.51% | 8.03% | 395 | +23,157 | 4.99% | Q4 2025 | Jan 13, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 486,009 | 30,361 | 0.47% | 0.49% | 396 | -7,095 | -1.44% | Q4 2025 | Feb 12, 2026 |
| CYPRESS FINANCIAL PLANNING LLC | History | Added to | 482,694 | 30,298 | 8.36% | 8.27% | 397 | +30,155 | 6.66% | Q4 2025 | Jan 14, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 478,101 | 29,866 | 0.52% | 0.38% | 398 | +180,889 | 60.86% | Q4 2025 | Feb 19, 2026 |
| Brandywine Asset Management, Inc. | History | New | 444,906 | 29,739 | 20.9% | — | 399 | +444,906 | New | Q4 2025 | Feb 12, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 474,732 | 29,656 | 0.38% | 0.38% | 400 | +65 | 0.01% | Q4 2025 | Feb 05, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 473,984 | 29,609 | 1.58% | 1.56% | 401 | +13,970 | 3.04% | Q4 2025 | Jan 20, 2026 |
| Per Stirling Capital Management, LLC. | History | Reduced | 473,552 | 29,582 | 3.32% | 3.4% | 402 | -1,270 | -0.27% | Q4 2025 | Feb 17, 2026 |
| Quantinno Capital Management LP | History | Reduced | 473,469 | 29,577 | 0.06% | 0.09% | 403 | -61,891 | -11.56% | Q4 2025 | Feb 17, 2026 |
| JNBA Financial Advisors | History | Added to | 472,679 | 29,528 | 2.58% | 2.56% | 404 | +1,693 | 0.36% | Q4 2025 | Jan 26, 2026 |
| Hassell Wealth Management, LLC | History | Reduced | 452,390 | 29,468 | 9.85% | 9.52% | 405 | -5,575 | -1.22% | Q4 2025 | Jan 26, 2026 |
| Kopp Family Office, LLC | History | Reduced | 468,604 | 29,273 | 18.69% | 19.21% | 406 | -23,971 | -4.87% | Q4 2025 | Jan 12, 2026 |
| American Trust | History | Reduced | 468,513 | 29,267 | 2.46% | 2.41% | 407 | -8,192 | -1.72% | Q4 2025 | Feb 17, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | Added to | 467,941 | 29,232 | 1.87% | 1.88% | 408 | +5,715 | 1.24% | Q4 2025 | Jan 20, 2026 |
| NorthRock Partners, LLC | History | Added to | 461,848 | 28,851 | 0.49% | 0.13% | 409 | +337,813 | 272.35% | Q4 2025 | Feb 17, 2026 |
| NDVR, Inc. | History | Reduced | 458,244 | 28,626 | 23.75% | 23.18% | 410 | -5,819 | -1.25% | Q4 2025 | Feb 12, 2026 |
| PRECEDENT WEALTH PARTNERS, LLC | History | Added to | 455,712 | 28,468 | 5.97% | 5.37% | 411 | +48,646 | 11.95% | Q4 2025 | Jan 07, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 453,398 | 28,323 | 0.01% | 0.01% | 412 | +43,567 | 10.63% | Q4 2025 | Feb 02, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | Reduced | 451,746 | 28,220 | 0.38% | 0.36% | 413 | -2,417 | -0.53% | Q4 2025 | Feb 13, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 454,649 | 28,120 | 2.49% | 2.53% | 414 | -5,318 | -1.16% | Q4 2025 | Jan 28, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Reduced | 449,895 | 28,104 | 0.58% | 0.71% | 415 | -210,002 | -31.82% | Q4 2025 | Feb 05, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Reduced | 447,571 | 27,959 | 0.88% | 0.92% | 416 | -22,273 | -4.74% | Q4 2025 | Jan 30, 2026 |
| Hurlow Wealth Management Group, Inc. | History | Added to | 446,032 | 27,863 | 6.82% | 6.91% | 417 | +992 | 0.22% | Q4 2025 | Feb 17, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Added to | 442,922 | 27,669 | 2.27% | 2.0% | 418 | +8,071 | 1.86% | Q4 2025 | Feb 17, 2026 |
| 71 West Capital Partners | History | New | 442,800 | 27,661 | 1.27% | — | 419 | +442,800 | New | Q4 2025 | Feb 17, 2026 |
| PITTENGER & ANDERSON INC | History | Added to | 441,100 | 27,555 | 1.06% | 0.93% | 420 | +19,281 | 4.57% | Q4 2025 | Feb 02, 2026 |
| MYECFO, LLC | History | Added to | 439,520 | 27,456 | 11.65% | 11.4% | 421 | +21,441 | 5.13% | Q4 2025 | Jan 12, 2026 |
| UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC | History | Reduced | 407,487 | 27,452 | 19.94% | 18.5% | 422 | -1,181 | -0.29% | Q4 2025 | Feb 10, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Reduced | 438,733 | 27,407 | 1.89% | 1.99% | 423 | -3,206 | -0.73% | Q4 2025 | Feb 02, 2026 |
| Modern Wealth Management, LLC | History | Added to | 438,158 | 27,371 | 0.5% | 0.49% | 424 | +21,150 | 5.07% | Q4 2025 | Feb 17, 2026 |
| Invst, LLC | History | Added to | 437,929 | 27,357 | 2.97% | 1.27% | 425 | +251,700 | 135.16% | Q4 2025 | Feb 11, 2026 |
| Heritage Trust Co | History | Added to | 436,161 | 27,246 | 2.77% | 2.64% | 426 | +20,851 | 5.02% | Q4 2025 | Feb 10, 2026 |
| NORTHEAST INVESTMENT MANAGEMENT | History | Added to | 436,130 | 27,245 | 1.06% | 1.01% | 427 | +16,843 | 4.02% | Q4 2025 | Feb 04, 2026 |
| Jordan Park Group LLC | History | Reduced | 435,116 | 27,181 | 1.57% | 1.51% | 428 | -6,940 | -1.57% | Q4 2025 | Feb 10, 2026 |
| Advisor OS, LLC | History | Added to | 435,010 | 27,175 | 2.19% | 2.08% | 429 | +33,638 | 8.38% | Q4 2025 | Feb 04, 2026 |
| Level Financial Advisors | History | Added to | 434,155 | 27,121 | 7.17% | 6.94% | 430 | +23,062 | 5.61% | Q4 2025 | Jan 26, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 671,887 | 26,875 | 0.65% | 0.79% | 431 | -20,503 | -2.96% | Q4 2025 | Feb 11, 2026 |
| Twele Capital Management, Inc. | History | Added to | 428,789 | 26,786 | 4.79% | 4.72% | 432 | +1,728 | 0.4% | Q4 2025 | Jan 09, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 427,770 | 26,722 | 0.3% | 0.31% | 433 | +128,414 | 42.9% | Q4 2025 | Jan 29, 2026 |
| LIBRA WEALTH LLC | History | Added to | 426,184 | 26,623 | 7.45% | 7.15% | 434 | +28,680 | 7.22% | Q4 2025 | Jan 28, 2026 |
| Beirne Wealth Consulting Services, LLC | History | Added to | 423,574 | 26,460 | 7.66% | 5.99% | 435 | +6,916 | 1.66% | Q4 2025 | Jan 29, 2026 |
| Bear Mountain Capital, Inc. | History | Added to | 407,057 | 26,442 | 8.53% | 8.18% | 436 | +4,547 | 1.13% | Q4 2025 | Jan 22, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | Added to | 422,088 | 26,367 | 0.14% | 0.13% | 437 | +9,716 | 2.36% | Q4 2025 | Jan 13, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 421,820 | 26,351 | 0.01% | 0.01% | 438 | +37,326 | 9.71% | Q4 2025 | Feb 11, 2026 |
| CAUSEWAY CAPITAL MANAGEMENT LLC | History | Reduced | 421,392 | 26,324 | 0.36% | 0.4% | 439 | -87,112 | -17.13% | Q4 2025 | Feb 13, 2026 |
| United Financial Planning Group LLC | History | New | 417,953 | 26,109 | 15.84% | — | 440 | +417,953 | New | Q4 2025 | Feb 11, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | Added to | 417,437 | 26,077 | 1.6% | 1.56% | 441 | +8,576 | 2.1% | Q4 2025 | Feb 12, 2026 |
| Zuckerman Investment Group, LLC | History | Added to | 415,225 | 25,939 | 2.32% | 2.19% | 442 | +20,999 | 5.33% | Q4 2025 | Feb 13, 2026 |
| Prime Buchholz LLC | History | Reduced | 414,194 | 25,874 | 15.36% | 14.51% | 443 | -26,397 | -5.99% | Q4 2025 | Feb 11, 2026 |
| Fiduciary Group, LLC | History | Added to | 413,628 | 25,839 | 2.17% | 2.12% | 444 | +9,917 | 2.46% | Q4 2025 | Feb 12, 2026 |
| Balentine LLC | History | Reduced | 411,536 | 25,708 | 0.98% | 0.93% | 445 | -7,578 | -1.81% | Q4 2025 | Feb 02, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 410,362 | 25,635 | 0.18% | 0.18% | 446 | -7,925 | -1.89% | Q4 2025 | Feb 17, 2026 |
| Argent Trust Co | History | Added to | 406,743 | 25,409 | 0.87% | 0.76% | 447 | +48,977 | 13.69% | Q4 2025 | Feb 10, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | Added to | 406,544 | 25,396 | 4.96% | 4.72% | 448 | +35,086 | 9.45% | Q4 2025 | Feb 04, 2026 |
| MOTIVE WEALTH ADVISORS | History | Reduced | 405,873 | 25,354 | 10.8% | 10.8% | 449 | -12,216 | -2.92% | Q4 2025 | Jan 15, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 404,844 | 25,290 | 0.14% | 0.12% | 450 | +59,969 | 17.39% | Q4 2025 | Feb 11, 2026 |
| Focus Financial Network, Inc. | History | Added to | 404,680 | 25,280 | 0.88% | 0.81% | 451 | +26,481 | 7.0% | Q4 2025 | Jan 12, 2026 |
| Cornerstone Wealth Advisors, Inc. | History | Added to | 403,402 | 25,200 | 5.86% | 5.03% | 452 | +56,457 | 16.27% | Q4 2025 | Jan 14, 2026 |
| Gotham Asset Management, LLC | History | Added to | 401,680 | 25,092 | 0.09% | 0.09% | 453 | +52,696 | 15.1% | Q4 2025 | Feb 17, 2026 |
| Aspen Grove Capital, LLC | History | Reduced | 400,814 | 25,039 | 4.34% | 4.82% | 454 | -77,432 | -16.19% | Q4 2025 | Feb 17, 2026 |
| Advisory Services Network, LLC | History | Added to | 397,487 | 24,830 | 0.35% | 0.33% | 455 | +19,194 | 5.07% | Q4 2025 | Feb 17, 2026 |
| Stephenson & Company, Inc. | History | Added to | 397,478 | 24,830 | 13.64% | 13.52% | 456 | +4,539 | 1.16% | Q4 2025 | Jan 27, 2026 |
| Hudock, Inc. | History | Added to | 396,870 | 24,792 | 3.65% | 3.55% | 457 | +7,105 | 1.82% | Q4 2025 | Feb 12, 2026 |
| Simmons Bank | History | Reduced | 396,410 | 24,763 | 1.66% | 1.62% | 458 | -8,142 | -2.01% | Q4 2025 | Feb 05, 2026 |
| William Mack & Associates, Inc. | History | Added to | 396,085 | 24,743 | 11.65% | 8.53% | 459 | +131,362 | 49.62% | Q4 2025 | Feb 09, 2026 |
| Rossmore Private Capital | History | Added to | 395,639 | 24,715 | 2.2% | 2.21% | 460 | +52,940 | 15.45% | Q4 2025 | Feb 05, 2026 |
| ANDERSON HOAGLAND & CO | History | Added to | 394,406 | 24,638 | 2.12% | 2.1% | 461 | +3,810 | 0.98% | Q4 2025 | Jan 05, 2026 |
| NerdWallet Wealth Partners, LLC | History | Added to | 392,153 | 24,449 | 10.96% | 10.18% | 462 | +44,946 | 12.95% | Q4 2025 | Jan 13, 2026 |
| Waterford Advisors, LLC | History | Reduced | 389,663 | 24,342 | 9.51% | 8.1% | 463 | -1,366 | -0.35% | Q4 2025 | Feb 20, 2026 |
| Fort Point Capital Partners LLC | History | Added to | 372,041 | 24,167 | 2.71% | 2.21% | 464 | +58,250 | 18.56% | Q4 2025 | Feb 13, 2026 |
| BURKETT FINANCIAL SERVICES, LLC | History | Reduced | 386,261 | 24,129 | 8.23% | 8.2% | 465 | -10,887 | -2.74% | Q4 2025 | Jan 05, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 385,382 | 24,074 | 0.14% | 0.17% | 466 | -4,172 | -1.07% | Q4 2025 | Feb 17, 2026 |
| TrustBank | History | New | 384,629 | 24,027 | 10.02% | — | 467 | +384,629 | New | Q4 2025 | Feb 09, 2026 |
| Intergy Private Wealth, LLC | History | Added to | 384,543 | 24,022 | 7.25% | 7.04% | 468 | +8,740 | 2.33% | Q4 2025 | Jan 22, 2026 |
| TOEWS CORP /ADV | History | Reduced | 381,059 | 23,804 | 3.46% | 3.49% | 469 | -27,030 | -6.62% | Q4 2025 | Jan 30, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 380,517 | 23,770 | 1.55% | 1.41% | 470 | +35,891 | 10.41% | Q4 2025 | Jan 23, 2026 |
| Procyon Advisors, LLC | History | Reduced | 379,645 | 23,716 | 1.17% | 1.36% | 471 | -2,765 | -0.72% | Q4 2025 | Jan 07, 2026 |
| One Degree Advisors Inc | History | Added to | 379,182 | 23,687 | 6.51% | 5.3% | 472 | +90,929 | 31.54% | Q4 2025 | Feb 06, 2026 |
| Guardian Wealth Advisors, LLC | History | Reduced | 378,824 | 23,665 | 13.35% | 12.92% | 473 | -1,435 | -0.38% | Q4 2025 | Feb 02, 2026 |
| a16z Perennial Management, L.P. | History | Added to | 377,596 | 23,588 | 1.77% | 0.22% | 474 | +328,756 | 673.13% | Q4 2025 | Feb 10, 2026 |
| MJP ASSOCIATES INC /ADV | History | Added to | 376,073 | 23,493 | 2.94% | 2.63% | 475 | +42,091 | 12.6% | Q4 2025 | Feb 06, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 374,693 | 23,407 | 0.57% | 0.51% | 476 | +46,887 | 14.3% | Q4 2025 | Jan 29, 2026 |
| PFG Private Wealth Management, LLC | History | Added to | 374,277 | 23,381 | 10.23% | 6.95% | 477 | +114,264 | 43.95% | Q4 2025 | Jan 15, 2026 |
| KANAWHA CAPITAL MANAGEMENT LLC | History | Added to | 372,734 | 23,284 | 1.6% | 1.54% | 478 | +666 | 0.18% | Q4 2025 | Jan 28, 2026 |
| Orin Green Financial, LLC | History | Reduced | 372,130 | 23,246 | 9.3% | 8.95% | 479 | -1,593 | -0.43% | Q4 2025 | Feb 06, 2026 |
| Discipline Wealth Solutions, LLC | History | Added to | 371,413 | 23,202 | 4.3% | 4.96% | 480 | +57,201 | 18.2% | Q4 2025 | Jan 26, 2026 |
| DRAVO BAY LLC | History | Added to | 369,314 | 23,071 | 9.59% | 9.61% | 481 | +6,144 | 1.69% | Q4 2025 | Jan 27, 2026 |
| Rakuten Investment Management, Inc. | History | No change | 384,275 | 22,945 | 0.08% | 0.08% | 482 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 366,550 | 22,898 | 1.91% | 1.93% | 483 | -21,853 | -5.63% | Q4 2025 | Feb 13, 2026 |
| Peak Retirement Planning, Inc. | History | Added to | 366,490 | 22,894 | 5.36% | 4.46% | 484 | +102,130 | 38.63% | Q4 2025 | Feb 10, 2026 |
| Buck Wealth Strategies, LLC | History | Added to | 364,560 | 22,774 | 2.89% | 2.57% | 485 | +51,187 | 16.33% | Q4 2025 | Feb 03, 2026 |
| BROWN WEALTH MANAGEMENT, LLC | History | Added to | 363,943 | 22,735 | 5.98% | 3.94% | 486 | +129,574 | 55.29% | Q4 2025 | Feb 06, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 360,558 | 22,538 | 0.04% | 0.03% | 487 | -4,401 | -1.21% | Q4 2025 | Feb 13, 2026 |
| Bay Harbor Wealth Management, LLC | History | Reduced | 359,099 | 22,432 | 5.86% | 5.95% | 488 | -8,633 | -2.35% | Q4 2025 | Feb 02, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | Added to | 357,966 | 22,362 | 0.33% | 0.31% | 489 | +7,779 | 2.22% | Q4 2025 | Feb 12, 2026 |
| Plancorp, LLC | History | Reduced | 357,900 | 22,358 | 0.68% | 0.69% | 490 | -8,018 | -2.19% | Q4 2025 | Feb 05, 2026 |
| Echo45 Advisors LLC | History | Reduced | 354,046 | 22,117 | 12.62% | 12.61% | 491 | -4,945 | -1.38% | Q4 2025 | Feb 06, 2026 |
| Wealthspire Retirement, LLC | History | Reduced | 353,659 | 22,093 | 1.34% | 1.42% | 492 | -17,243 | -4.65% | Q4 2025 | Feb 18, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 353,510 | 22,083 | 1.06% | 0.29% | 493 | +283,142 | 402.37% | Q4 2025 | Feb 12, 2026 |
| Fairway Wealth LLC | History | Added to | 352,279 | 22,006 | 5.94% | 5.5% | 494 | +25,360 | 7.76% | Q4 2025 | Jan 28, 2026 |
| F/m Investments LLC | History | Reduced | 349,683 | 21,844 | 0.83% | 0.83% | 495 | -9,959 | -2.77% | Q4 2025 | Feb 03, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 349,486 | 21,832 | 0.24% | 0.24% | 496 | +22,644 | 6.93% | Q4 2025 | Feb 02, 2026 |
| ATMOS ADVISORY, LLC | History | Added to | 348,079 | 21,744 | 12.6% | 12.24% | 497 | +12,950 | 3.86% | Q4 2025 | Jan 21, 2026 |
| Accredited Investors Inc. | History | Reduced | 347,858 | 21,730 | 1.15% | 1.21% | 498 | -15,287 | -4.21% | Q4 2025 | Feb 05, 2026 |
| KALEIDOSCOPE CAPITAL LP | History | Reduced | 347,181 | 21,688 | 8.29% | 6.43% | 499 | -28,202 | -7.51% | Q4 2025 | Feb 13, 2026 |
| Capital Asset Advisory Services LLC | History | Added to | 337,834 | 21,668 | 0.87% | 0.46% | 500 | +158,635 | 88.52% | Q4 2025 | Jan 09, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | Added to | 345,687 | 21,595 | 1.25% | 1.35% | 501 | +72,043 | 26.33% | Q4 2025 | Feb 09, 2026 |
| Payne Capital Management, LLC | History | Added to | 342,538 | 21,398 | 6.75% | 6.56% | 502 | +2,323 | 0.68% | Q4 2025 | Feb 02, 2026 |
| KRM WEALTH MANAGEMENT L.L.C. | History | New | 342,284 | 21,382 | 11.72% | — | 503 | +342,284 | New | Q4 2025 | Apr 07, 2026 |
| Aspire Private Capital, LLC | History | Reduced | 342,186 | 21,376 | 4.75% | 4.68% | 504 | -30,997 | -8.31% | Q4 2025 | Jan 16, 2026 |
| PENNEY FINANCIAL, LLC | History | Added to | 341,986 | 21,363 | 8.24% | 8.45% | 505 | +27,196 | 8.64% | Q4 2025 | Jan 21, 2026 |
| Park Place Capital Corp | History | Added to | 340,615 | 21,278 | 4.43% | 4.17% | 506 | +11,241 | 3.41% | Q4 2025 | Jan 09, 2026 |
| American Money Management, LLC | History | Added to | 340,598 | 21,277 | 3.34% | 3.39% | 507 | +1,825 | 0.54% | Q4 2025 | Feb 10, 2026 |
| Level Wealth Management LLC | History | Reduced | 340,571 | 21,275 | 10.88% | 11.1% | 508 | -11,335 | -3.22% | Q4 2025 | Feb 02, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 337,741 | 21,098 | 0.38% | 0.39% | 509 | +18,307 | 5.73% | Q4 2025 | Jan 16, 2026 |
| AMARA FINANCIAL, LLC. | History | Added to | 336,393 | 21,014 | 14.55% | 12.83% | 510 | +45,737 | 15.74% | Q4 2025 | Feb 03, 2026 |
| SIGNAL TREE FINANCIAL PARTNERS LLC | History | Added to | 334,329 | 20,885 | 15.92% | 15.57% | 511 | +8,734 | 2.68% | Q4 2025 | Feb 17, 2026 |
| Vise Technologies, Inc. | History | Added to | 333,953 | 20,862 | 0.41% | 0.46% | 512 | +128,318 | 62.4% | Q4 2025 | Feb 11, 2026 |
| Stewardship Advisors, LLC | History | Added to | 332,377 | 20,763 | 4.8% | 3.76% | 513 | +67,166 | 25.33% | Q4 2025 | Jan 15, 2026 |
| Applied Capital LLC | History | Added to | 332,339 | 20,761 | 7.99% | 7.85% | 514 | +7,387 | 2.27% | Q4 2025 | Jan 16, 2026 |
| RAELIPSKIE PARTNERSHIP | History | Reduced | 331,433 | 20,704 | 8.68% | 8.57% | 515 | -1,625 | -0.49% | Q4 2025 | Feb 04, 2026 |
| Chesley Taft & Associates LLC | History | Added to | 331,150 | 20,686 | 0.82% | 0.74% | 516 | +40,482 | 13.93% | Q4 2025 | Jan 14, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 328,964 | 20,550 | 0.5% | 0.47% | 517 | +17,324 | 5.56% | Q4 2025 | Jan 28, 2026 |
| RFG Advisory, LLC | History | Added to | 327,507 | 20,459 | 0.39% | 0.35% | 518 | +44,647 | 15.78% | Q4 2025 | Feb 03, 2026 |
| Sand Hill Global Advisors, LLC | History | Reduced | 326,830 | 20,417 | 0.71% | 0.69% | 519 | -1,090 | -0.33% | Q4 2025 | Feb 12, 2026 |
| Regal Investment Advisors LLC | History | Added to | 323,750 | 20,224 | 1.21% | 1.14% | 520 | +31,045 | 10.61% | Q4 2025 | Feb 17, 2026 |
| Portland Global Advisors LLC | History | Added to | 323,176 | 20,188 | 2.17% | 2.11% | 521 | +7,466 | 2.36% | Q4 2025 | Feb 10, 2026 |
| Kearns & Associates LLC | History | Added to | 318,398 | 19,890 | 10.28% | 10.06% | 522 | +2,269 | 0.72% | Q4 2025 | Jan 08, 2026 |
| CONTINUUM WEALTH ADVISORS, LLC | History | Added to | 317,465 | 19,832 | 7.66% | 7.43% | 523 | +26,515 | 9.11% | Q4 2025 | Feb 04, 2026 |
| Rodgers & Associates, LTD | History | Added to | 316,581 | 19,776 | 2.0% | 1.92% | 524 | +5,636 | 1.81% | Q4 2025 | Jan 22, 2026 |
| Telos Capital Management, Inc. | History | Added to | 315,989 | 19,739 | 1.84% | 1.81% | 525 | +900 | 0.29% | Q4 2025 | Jan 22, 2026 |
| Rinkey Investments | History | Added to | 314,960 | 19,675 | 5.0% | 4.97% | 526 | +2,015 | 0.64% | Q4 2025 | Feb 04, 2026 |
| Zhang Financial LLC | History | Added to | 314,532 | 19,648 | 0.73% | 0.74% | 527 | +11,210 | 3.7% | Q4 2025 | Feb 10, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | Added to | 312,379 | 19,514 | 5.92% | 4.84% | 528 | +47,748 | 18.04% | Q4 2025 | Feb 10, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 310,376 | 19,389 | 0.22% | 0.23% | 529 | -14,004 | -4.32% | Q4 2025 | Jan 20, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | Reduced | 307,815 | 19,229 | 0.66% | 0.62% | 530 | -1,040 | -0.34% | Q4 2025 | Feb 12, 2026 |
| CSM Advisors, LLC | History | Added to | 307,525 | 19,210 | 0.52% | 0.42% | 531 | +53,857 | 21.23% | Q4 2025 | Feb 11, 2026 |
| Latigo Investments, LLC | History | No change | 306,975 | 19,176 | 9.44% | 9.27% | 532 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| REDW Wealth LLC | History | Reduced | 306,852 | 19,169 | 7.31% | 7.24% | 533 | -12,900 | -4.03% | Q4 2025 | Jan 28, 2026 |
| WARNER FINANCIAL, INC | History | Added to | 306,771 | 19,164 | 6.65% | 6.55% | 534 | +14,210 | 4.86% | Q4 2025 | Jan 21, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 305,293 | 19,071 | 0.23% | 0.21% | 535 | -77,389 | -20.22% | Q4 2025 | Feb 13, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Reduced | 304,104 | 18,997 | 0.28% | 0.28% | 536 | -5,431 | -1.75% | Q4 2025 | Feb 09, 2026 |
| HT Partners LLC | History | Reduced | 303,952 | 18,987 | 5.65% | 5.6% | 537 | -1,833 | -0.6% | Q4 2025 | Jan 21, 2026 |
| Arcataur Capital Management LLC | History | Added to | 303,402 | 18,953 | 5.43% | 5.27% | 538 | +4,444 | 1.49% | Q4 2025 | Jan 27, 2026 |
| Waterloo Capital, L.P. | History | Reduced | 303,188 | 18,940 | 1.36% | 2.16% | 539 | -182,316 | -37.55% | Q4 2025 | Feb 10, 2026 |
| Marathon Mission, Inc. | History | Added to | 302,999 | 18,928 | 10.95% | 10.59% | 540 | +6,854 | 2.31% | Q4 2025 | Jan 05, 2026 |
| Thayer Partners, LLC / MA | History | New | 302,210 | 18,879 | 9.18% | — | 541 | +302,210 | New | Q4 2025 | Feb 05, 2026 |
| Summit Wealth Group, LLC | History | Added to | 300,322 | 18,761 | 4.38% | 4.35% | 542 | +178 | 0.06% | Q4 2025 | Feb 06, 2026 |
| BAILARD, INC. | History | Added to | 299,526 | 18,711 | 0.41% | 0.38% | 543 | +7,801 | 2.67% | Q4 2025 | Feb 04, 2026 |
| Cherry Tree Wealth Management, LLC | History | Added to | 299,201 | 18,691 | 3.95% | 3.82% | 544 | +8,873 | 3.06% | Q4 2025 | Feb 10, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 295,009 | 18,429 | 0.86% | 0.84% | 545 | +7,611 | 2.65% | Q4 2025 | Feb 13, 2026 |
| CFS Investment Advisory Services, LLC | History | Added to | 293,268 | 18,320 | 1.34% | 1.3% | 546 | +8,125 | 2.85% | Q4 2025 | Feb 10, 2026 |
| Bricktown Capital, LLC | History | Reduced | 288,764 | 18,039 | 3.04% | 3.15% | 547 | -30,000 | -9.41% | Q4 2025 | Jan 15, 2026 |
| MBM WEALTH CONSULTANTS, LLC | History | Added to | 288,285 | 18,009 | 4.28% | 4.27% | 548 | +1,386 | 0.48% | Q4 2025 | Jan 26, 2026 |
| JMAC ENTERPRISES LLC | History | Added to | 286,030 | 17,868 | 3.42% | 3.32% | 549 | +5,782 | 2.06% | Q4 2025 | Jan 21, 2026 |
| Sterling Wealth Management, Inc. | History | Added to | 285,130 | 17,812 | 5.08% | 5.01% | 550 | +9,128 | 3.31% | Q4 2025 | Feb 17, 2026 |
| Whitegate Investment Counselors, Inc. | History | Added to | 284,384 | 17,765 | 5.55% | 4.98% | 551 | +31,715 | 12.55% | Q4 2025 | Feb 10, 2026 |
| Cerity Partners OCIO LLC | History | Added to | 284,053 | 17,744 | 0.98% | 0.8% | 552 | +21,896 | 8.35% | Q4 2025 | Feb 11, 2026 |
| CAMBRIDGE CAPITAL MANAGEMENT, LLC | History | Added to | 283,878 | 17,733 | 7.96% | 8.15% | 553 | +200 | 0.07% | Q4 2025 | Jan 28, 2026 |
| White Wing Wealth Management | History | Added to | 283,426 | 17,705 | 10.57% | 9.47% | 554 | +30,893 | 12.23% | Q4 2025 | Jan 15, 2026 |
| Rareview Capital LLC | History | Reduced | 310,463 | 17,699 | 11.48% | 10.92% | 555 | -3,090 | -0.99% | Q4 2025 | Jan 29, 2026 |
| Asset Allocation Strategies LLC | History | Added to | 280,830 | 17,543 | 3.25% | 3.11% | 556 | +19,003 | 7.26% | Q4 2025 | Feb 13, 2026 |
| Omnia Family Wealth, LLC | History | Added to | 280,014 | 17,492 | 5.17% | 4.52% | 557 | +47,904 | 20.64% | Q4 2025 | Jan 16, 2026 |
| DiPaolo Financial Group, Inc. | History | New | 279,815 | 17,480 | 18.61% | — | 558 | +279,815 | New | Q4 2025 | Feb 24, 2026 |
| VCI Wealth Management LLC | History | Added to | 279,727 | 17,474 | 4.86% | 4.76% | 559 | +17,682 | 6.75% | Q4 2025 | Jan 27, 2026 |
| SMITH, MOORE & CO. | History | Added to | 278,444 | 17,394 | 1.31% | 1.25% | 560 | +6,641 | 2.44% | Q4 2025 | Jan 23, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 269,336 | 17,388 | 0.81% | 0.07% | 561 | +248,104 | 1168.54% | Q4 2025 | Feb 03, 2026 |
| Rialto Wealth Management, LLC | History | Reduced | 275,907 | 17,235 | 4.12% | 4.31% | 562 | -2,929 | -1.05% | Q4 2025 | Jan 12, 2026 |
| CAMDEN NATIONAL BANK | History | Added to | 274,742 | 17,163 | 2.36% | 1.89% | 563 | +48,843 | 21.62% | Q4 2025 | Feb 10, 2026 |
| Hamilton Wealth, LLC | History | Added to | 273,161 | 17,064 | 3.25% | 3.38% | 564 | +3,011 | 1.11% | Q4 2025 | Feb 19, 2026 |
| RIVERSEDGE ADVISORS, LLC | History | Reduced | 273,119 | 17,061 | 2.77% | 2.85% | 565 | -10,600 | -3.74% | Q4 2025 | Jan 07, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 272,209 | 17,004 | 0.55% | 0.48% | 566 | -3,766 | -1.36% | Q4 2025 | Jan 09, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 271,752 | 16,976 | 0.59% | 0.6% | 567 | -2,607 | -0.95% | Q4 2025 | Jan 13, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 271,671 | 16,971 | 0.34% | 0.34% | 568 | +4,818 | 1.81% | Q4 2025 | Feb 06, 2026 |
| Trust Co of the South | History | Reduced | 271,544 | 16,963 | 2.73% | 2.83% | 569 | -12,801 | -4.5% | Q4 2025 | Jan 05, 2026 |
| YANKCOM Partnership | History | Added to | 270,998 | 16,930 | 7.2% | 7.09% | 570 | +8,153 | 3.1% | Q4 2025 | Jan 20, 2026 |
| Unconventional Investor, LLC | History | Added to | 271,005 | 16,929 | 8.04% | 7.22% | 571 | +30,790 | 12.82% | Q4 2025 | Feb 05, 2026 |
| ADE, LLC | History | Added to | 269,731 | 16,850 | 8.16% | 7.95% | 572 | +7,236 | 2.76% | Q4 2025 | Feb 10, 2026 |
| Gordian Advisors LLC | History | Reduced | 268,722 | 16,787 | 11.12% | 11.13% | 573 | -7,815 | -2.83% | Q4 2025 | Feb 09, 2026 |
| INVESTMENT PARTNERS, LTD. | History | Added to | 267,283 | 16,697 | 5.84% | 5.45% | 574 | +9,050 | 3.5% | Q4 2025 | Feb 10, 2026 |
| Topsail Wealth Management, LLC | History | Reduced | 265,694 | 16,597 | 2.43% | 2.72% | 575 | -1,989 | -0.74% | Q4 2025 | Feb 04, 2026 |
| Vident Advisory, LLC | History | Reduced | 265,272 | 16,571 | 0.15% | 0.2% | 576 | -92,615 | -25.88% | Q4 2025 | Feb 18, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Added to | 264,747 | 16,538 | 0.04% | 0.04% | 577 | +8,734 | 3.41% | Q4 2025 | Feb 17, 2026 |
| HILLTOP WEALTH ADVISORS, LLC | History | Added to | 263,486 | 16,459 | 8.27% | 8.06% | 578 | +5,328 | 2.06% | Q4 2025 | Jan 14, 2026 |
| Parkwood LLC | History | No change | 262,127 | 16,375 | 1.27% | 1.43% | 579 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Integrity Wealth Solutions LLC | History | Added to | 261,782 | 16,353 | 6.47% | 6.95% | 580 | +1,769 | 0.68% | Q4 2025 | Feb 02, 2026 |
| Wealth Forward, LLC | History | Added to | 260,812 | 16,292 | 9.2% | 8.97% | 581 | +3,101 | 1.2% | Q4 2025 | Jan 30, 2026 |
| FMA Wealth Management, LLC | History | Added to | 260,257 | 16,258 | 10.54% | 10.58% | 582 | +3,059 | 1.19% | Q4 2025 | Jan 13, 2026 |
| Hillcrest Wealth Advisors - NY, LLC | History | Added to | 259,083 | 16,184 | 6.97% | 6.88% | 583 | +3,600 | 1.41% | Q4 2025 | Jan 12, 2026 |
| HM PAYSON & CO | History | Added to | 258,574 | 16,153 | 0.23% | 0.07% | 584 | +181,898 | 237.23% | Q4 2025 | Feb 12, 2026 |
| Austin Private Wealth, LLC | History | Reduced | 258,218 | 16,130 | 1.2% | 1.26% | 585 | -18,173 | -6.58% | Q4 2025 | Jan 20, 2026 |
| Carrera Capital Advisors | History | Added to | 257,967 | 16,115 | 2.71% | 2.76% | 586 | +1,089 | 0.42% | Q4 2025 | Jan 30, 2026 |
| Towerpoint Wealth, LLC | History | Added to | 257,899 | 16,110 | 6.38% | 6.15% | 587 | +7,187 | 2.87% | Q4 2025 | Jan 15, 2026 |
| INTEGRATED WEALTHCARE, LLC | History | New | 257,622 | 16,093 | 13.53% | — | 588 | +257,622 | New | Q4 2025 | Jan 23, 2026 |
| Rochester Wealth Strategies, LLC | History | Added to | 256,963 | 16,052 | 10.08% | 9.87% | 589 | +5,097 | 2.02% | Q4 2025 | Jan 15, 2026 |
| Clearstead Advisors, LLC | History | Added to | 256,213 | 16,005 | 0.2% | 0.2% | 590 | +1,660 | 0.65% | Q4 2025 | Feb 09, 2026 |
| Western Reserve Capital Management, LLC | History | New | 254,506 | 15,898 | 14.82% | — | 591 | +254,506 | New | Q4 2025 | Feb 10, 2026 |
| Steffes Financial, Ltd. | History | New | 253,046 | 15,807 | 8.25% | — | 592 | +253,046 | New | Q4 2025 | Feb 17, 2026 |
| XY Planning Network, Inc. | History | Added to | 251,855 | 15,733 | 2.74% | 2.59% | 593 | +118,650 | 89.07% | Q4 2025 | Jan 26, 2026 |
| HB Wealth Management, LLC | History | Added to | 251,769 | 15,728 | 0.1% | 0.1% | 594 | +11,203 | 4.66% | Q4 2025 | Jan 28, 2026 |
| Crestmont Private Wealth LLC | History | Added to | 251,706 | 15,724 | 5.11% | 4.96% | 595 | +1,182 | 0.47% | Q4 2025 | Feb 10, 2026 |
| COMMON FUND FOR NONPROFIT ORGANIZATIONS | History | Reduced | 251,474 | 15,709 | 1.28% | 2.37% | 597 | -208,587 | -45.34% | Q4 2025 | Feb 17, 2026 |
| Keystone Global Partners, LLC | History | Added to | 251,477 | 15,709 | 6.91% | 7.19% | 596 | +16,028 | 6.81% | Q4 2025 | Jan 14, 2026 |
| Empower Advisory Group, LLC | History | Reduced | 250,192 | 15,629 | 0.04% | 0.05% | 598 | -71,051 | -22.12% | Q4 2025 | Feb 12, 2026 |
| Hiley Hunt Wealth Management | History | Reduced | 248,765 | 15,540 | 6.95% | 7.05% | 599 | -1,352 | -0.54% | Q4 2025 | Jan 06, 2026 |
| MOLLER WEALTH PARTNERS | History | Reduced | 248,490 | 15,523 | 3.25% | 3.27% | 600 | -12,847 | -4.92% | Q4 2025 | Jan 08, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 232,473 | 15,510 | 2.42% | 0.01% | 601 | +232,028 | 52141.12% | Q4 2025 | Feb 02, 2026 |
| BRIGHTON JONES LLC | History | Reduced | 246,948 | 15,426 | 0.57% | 0.36% | 602 | -5,943 | -2.35% | Q4 2025 | Jan 27, 2026 |
| Smith & Howard Wealth Management, LLC | History | Reduced | 246,806 | 15,417 | 3.47% | 3.42% | 603 | -801 | -0.32% | Q4 2025 | Feb 03, 2026 |
| NWAM LLC | History | Reduced | 240,674 | 15,412 | 0.86% | 0.81% | 604 | -4,735 | -1.93% | Q4 2025 | Feb 04, 2026 |
| Brindle & Bay Financial Advisors, LLC | History | New | 246,596 | 15,404 | 10.25% | — | 605 | +246,596 | New | Q4 2025 | Jan 29, 2026 |
| Retirement Wealth Solutions LLC | History | Reduced | 246,011 | 15,368 | 9.71% | 9.85% | 606 | -4,178 | -1.67% | Q4 2025 | Jan 07, 2026 |
| TMB Capital Partners, LLC | History | New | 243,965 | 15,240 | 5.21% | — | 607 | +243,965 | New | Q4 2025 | Feb 19, 2026 |
| FF Advisors,LLC | History | Added to | 241,603 | 15,092 | 6.72% | 6.44% | 608 | +16,729 | 7.44% | Q4 2025 | Feb 13, 2026 |
| Coastline Trust Co | History | Added to | 240,789 | 15,042 | 1.41% | 1.37% | 609 | +27,180 | 12.72% | Q4 2025 | Jan 05, 2026 |
| Green Ridge Wealth Planning LLC | History | New | 240,618 | 15,031 | 7.69% | — | 611 | +240,618 | New | Q4 2025 | Mar 11, 2026 |
| Gould Capital, LLC | History | Reduced | 240,617 | 15,031 | 9.26% | 8.99% | 610 | -1,653 | -0.68% | Q4 2025 | Feb 13, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 240,586 | 15,029 | 0.03% | 0.03% | 612 | -1,986 | -0.82% | Q4 2025 | Feb 12, 2026 |
| CONSILIO WEALTH ADVISORS, LLC | History | New | 240,303 | 15,011 | 4.39% | — | 613 | +240,303 | New | Q4 2025 | Mar 19, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 239,997 | 14,992 | 0.31% | 0.29% | 614 | +29,895 | 14.23% | Q4 2025 | Feb 03, 2026 |
| Vavra Capital Management, LLC | History | New | 239,736 | 14,976 | 14.71% | — | 615 | +239,736 | New | Q4 2025 | Jan 22, 2026 |
| NewSquare Capital LLC | History | Reduced | 239,383 | 14,954 | 1.32% | 1.38% | 616 | -100,473 | -29.56% | Q4 2025 | Feb 17, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Reduced | 238,965 | 14,928 | 0.27% | 0.28% | 617 | -1,200 | -0.5% | Q4 2025 | Jan 23, 2026 |
| ASPIRIANT, LLC | History | Added to | 238,514 | 14,900 | 0.43% | 0.25% | 618 | +101,044 | 73.5% | Q4 2025 | Jan 20, 2026 |
| Bristlecone Value Partners, LLC | History | New | 237,281 | 14,822 | 17.1% | — | 619 | +237,281 | New | Q4 2025 | Feb 13, 2026 |
| Sunesis Advisors, LLC | History | Reduced | 237,156 | 14,815 | 6.71% | 6.87% | 620 | -8,294 | -3.38% | Q4 2025 | Feb 02, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | Added to | 236,659 | 14,784 | 1.16% | 1.27% | 621 | +186 | 0.08% | Q4 2025 | Jan 28, 2026 |
| IFP Advisors, Inc | History | Added to | 236,007 | 14,743 | 0.33% | 0.34% | 622 | +15,531 | 7.04% | Q4 2025 | Feb 06, 2026 |
| MACKENZIE FINANCIAL CORP | History | Added to | 234,993 | 14,726 | 0.02% | 0.02% | 623 | +17,222 | 7.91% | Q4 2025 | Feb 18, 2026 |
| 1834 INVESTMENT ADVISORS CO | History | Added to | 235,415 | 14,706 | 1.84% | 1.71% | 624 | +2,402 | 1.03% | Q4 2025 | Jan 29, 2026 |
| Aerodigm Wealth, LLC | History | Reduced | 235,150 | 14,689 | 5.17% | 6.28% | 625 | -12,062 | -4.88% | Q4 2025 | Feb 06, 2026 |
| MATRIX ASSET ADVISORS INC/NY | History | Added to | 234,854 | 14,671 | 1.32% | 1.22% | 626 | +14,550 | 6.6% | Q4 2025 | Jan 16, 2026 |
| EPACRIA CAPITAL PARTNERS, LLC | History | No change | 234,089 | 14,623 | 11.58% | 11.38% | 627 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MSH Capital Advisors LLC | History | Added to | 231,513 | 14,462 | 3.09% | 3.46% | 628 | +15,951 | 7.4% | Q4 2025 | Feb 09, 2026 |
| STALEY CAPITAL ADVISERS INC | History | Added to | 231,301 | 14,449 | 0.6% | 0.49% | 629 | +33,126 | 16.72% | Q4 2025 | Feb 05, 2026 |
| Thrive Capital Management, LLC | History | Added to | 231,291 | 14,448 | 3.22% | 2.15% | 630 | +92,351 | 66.47% | Q4 2025 | Feb 09, 2026 |
| Seven Post Investment Office LP | History | Reduced | 230,974 | 14,428 | 5.16% | 5.29% | 631 | -13,935 | -5.69% | Q4 2025 | Jan 29, 2026 |
| AE Wealth Management LLC | History | Added to | 230,609 | 14,406 | 0.08% | 0.08% | 632 | +22,057 | 10.58% | Q4 2025 | Jan 26, 2026 |
| Etesian Wealth Advisors, Inc. | History | Added to | 230,112 | 14,375 | 4.51% | 4.4% | 633 | +7,551 | 3.39% | Q4 2025 | Feb 11, 2026 |
| InvesTrust | History | Added to | 229,823 | 14,357 | 5.55% | 4.81% | 634 | +10,403 | 4.74% | Q4 2025 | Jan 14, 2026 |
| Beacon Financial Strategies CORP | History | Added to | 228,582 | 14,279 | 7.97% | 8.03% | 635 | +1,391 | 0.61% | Q4 2025 | Jan 12, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Added to | 228,335 | 14,264 | 1.43% | 1.38% | 636 | +7,788 | 3.53% | Q4 2025 | Jan 27, 2026 |
| Goldstone Financial Group, LLC | History | Added to | 227,824 | 14,232 | 1.59% | 1.55% | 637 | +9,356 | 4.28% | Q4 2025 | Feb 13, 2026 |
| Objectivity Squared, LLC | History | Added to | 227,623 | 14,219 | 7.95% | 7.87% | 638 | +7,531 | 3.42% | Q4 2025 | Feb 02, 2026 |
| CENTRAL BANK & TRUST CO | History | Reduced | 227,524 | 14,213 | 2.2% | 2.16% | 639 | -1,381 | -0.6% | Q4 2025 | Jan 09, 2026 |
| Callan Family Office, LLC | History | Added to | 227,480 | 14,210 | 0.31% | 0.18% | 640 | +134,730 | 145.26% | Q4 2025 | Feb 12, 2026 |
| BESSEMER GROUP INC | History | Reduced | 227,104 | 14,188 | 0.02% | 0.02% | 641 | -7,319 | -3.12% | Q4 2025 | Feb 05, 2026 |
| Dynasty Wealth Management, LLC | History | Reduced | 226,761 | 14,165 | 0.14% | 0.2% | 642 | -24,729 | -9.83% | Q4 2025 | Feb 10, 2026 |
| Obermeyer Wealth Partners | History | Added to | 225,655 | 14,096 | 0.64% | 0.51% | 643 | +44,260 | 24.4% | Q4 2025 | Jan 29, 2026 |
| Fifth Third Wealth Advisors LLC | History | Added to | 225,591 | 14,092 | 0.49% | 0.41% | 644 | +39,695 | 21.35% | Q4 2025 | Jan 15, 2026 |
| Enclave Advisors LLC | History | Added to | 223,904 | 13,987 | 1.98% | 1.86% | 645 | +20,203 | 9.92% | Q4 2025 | Jan 14, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 223,038 | 13,933 | 0.2% | 0.22% | 646 | -84,310 | -27.43% | Q4 2025 | Feb 02, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 222,384 | 13,892 | 0.02% | 0.02% | 647 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Eagle Strategies LLC | History | Added to | 221,638 | 13,845 | 1.77% | 1.61% | 648 | +20,229 | 10.04% | Q4 2025 | Jan 23, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Added to | 220,943 | 13,802 | 0.09% | 0.06% | 649 | +69,664 | 46.05% | Q4 2025 | Feb 17, 2026 |
| Warwick Investment Management, Inc. | History | Added to | 219,468 | 13,710 | 2.11% | 1.62% | 650 | +64,153 | 41.31% | Q4 2025 | Jan 15, 2026 |
| Schneider Downs Wealth Management Advisors, LP | History | Added to | 219,427 | 13,707 | 1.55% | 1.56% | 651 | +257 | 0.12% | Q4 2025 | Feb 12, 2026 |
| Evercore Wealth Management, LLC | History | Added to | 218,960 | 13,678 | 0.2% | 0.18% | 652 | +8,875 | 4.22% | Q4 2025 | Feb 17, 2026 |
| Horizons Wealth Management | History | Added to | 218,422 | 13,644 | 8.94% | 8.82% | 653 | +2,405 | 1.11% | Q4 2025 | Jan 05, 2026 |
| KITCHING PARTNERS, LLC | History | Added to | 218,144 | 13,627 | 12.44% | 11.2% | 654 | +20,328 | 10.28% | Q4 2025 | Feb 18, 2026 |
| Fonville Wealth Management LLC | History | Added to | 217,483 | 13,586 | 2.78% | 2.76% | 655 | +13,001 | 6.36% | Q4 2025 | Jan 23, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 214,435 | 13,395 | 0.13% | 0.15% | 656 | -27,040 | -11.2% | Q4 2025 | Feb 13, 2026 |
| Mittelman Wealth Management | History | Added to | 214,116 | 13,375 | 8.69% | 8.08% | 657 | +8,184 | 3.97% | Q4 2025 | Feb 17, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 213,493 | 13,336 | 0.34% | 0.34% | 658 | +3,943 | 1.88% | Q4 2025 | Feb 17, 2026 |
| Clarity Wealth Development LLC | History | Added to | 212,910 | 13,300 | 11.25% | 10.98% | 659 | +15,659 | 7.94% | Q4 2025 | Feb 11, 2026 |
| Highview Capital Management LLC/DE/ | History | Added to | 212,774 | 13,291 | 4.69% | 4.68% | 660 | +342 | 0.16% | Q4 2025 | Jan 27, 2026 |
| Gutierrez Wealth Advisory, LLC | History | Added to | 212,251 | 13,259 | 8.33% | 7.85% | 661 | +7,350 | 3.59% | Q4 2025 | Feb 06, 2026 |
| Fortitude Family Office, LLC | History | Reduced | 211,745 | 13,227 | 3.08% | 3.53% | 662 | -7,290 | -3.33% | Q4 2025 | Jan 15, 2026 |
| Phoenix Wealth Advisors | History | Added to | 210,446 | 13,146 | 5.06% | 4.8% | 663 | +2,091 | 1.0% | Q4 2025 | Jan 22, 2026 |
| FCA CORP /TX | History | Reduced | 210,402 | 13,143 | 3.71% | 3.62% | 664 | -6,943 | -3.19% | Q4 2025 | Feb 11, 2026 |
| Arkadios Wealth Advisors | History | Added to | 209,043 | 13,058 | 0.25% | 0.27% | 665 | +23,565 | 12.71% | Q4 2025 | Feb 13, 2026 |
| Avos Capital Management, LLC | History | Reduced | 208,783 | 13,042 | 5.7% | 5.86% | 666 | -856 | -0.41% | Q4 2025 | Feb 13, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Added to | 208,692 | 13,036 | 0.42% | 0.02% | 667 | +200,042 | 2312.62% | Q4 2025 | Feb 17, 2026 |
| WESCAP Management Group, Inc. | History | Reduced | 208,684 | 13,036 | 2.64% | 2.75% | 668 | -9,845 | -4.51% | Q4 2025 | Feb 11, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Reduced | 208,064 | 12,997 | 0.27% | 0.27% | 669 | -1,545 | -0.74% | Q4 2025 | Feb 18, 2026 |
| Tenon Financial LLC | History | Reduced | 207,832 | 12,983 | 5.47% | 6.89% | 670 | -15,958 | -7.13% | Q4 2025 | Jan 16, 2026 |
| Blueprint Investment Partners LLC | History | Reduced | 207,176 | 12,942 | 1.38% | 1.77% | 671 | -3,599 | -1.71% | Q4 2025 | Feb 17, 2026 |
| Pine Valley Investments Ltd Liability Co | History | Reduced | 206,354 | 12,890 | 0.6% | 0.62% | 672 | -6,080 | -2.86% | Q4 2025 | Feb 13, 2026 |
| CGN Advisors LLC | History | Added to | 206,333 | 12,889 | 1.02% | 1.01% | 673 | +1,576 | 0.77% | Q4 2025 | Jan 05, 2026 |
| Deane Retirement Strategies, Inc. | History | Reduced | 206,269 | 12,885 | 5.33% | 5.33% | 674 | -537 | -0.26% | Q4 2025 | Jan 28, 2026 |
| Eagle Bay Advisors LLC | History | Reduced | 205,909 | 12,863 | 9.39% | 9.93% | 675 | -5,088 | -2.41% | Q4 2025 | Jan 23, 2026 |
| BKM Wealth Management, LLC | History | Added to | 203,581 | 12,717 | 4.65% | 4.37% | 676 | +5,678 | 2.87% | Q4 2025 | Jan 29, 2026 |
| Wind River Trust Co | History | No change | 202,975 | 12,679 | 4.73% | 4.5% | 677 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Added to | 202,358 | 12,642 | 0.37% | 0.74% | 678 | +6,870 | 3.51% | Q4 2025 | Feb 13, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | Reduced | 200,749 | 12,540 | 0.6% | 0.62% | 679 | -11,375 | -5.36% | Q4 2025 | Jan 23, 2026 |
| Auour Investments LLC | History | Added to | 200,579 | 12,530 | 3.99% | 3.6% | 680 | +16,038 | 8.69% | Q4 2025 | Jan 12, 2026 |
| K2 Financial Inc. | History | Reduced | 195,762 | 12,517 | 9.67% | 9.52% | 681 | -2,345 | -1.18% | Q4 2025 | Jan 22, 2026 |
| Live Oak Investment Partners | History | Reduced | 199,280 | 12,449 | 7.65% | 7.97% | 682 | -1,482 | -0.74% | Q4 2025 | Jan 29, 2026 |
| BIRCHBROOK, INC. | History | Reduced | 198,851 | 12,422 | 6.19% | 6.2% | 683 | -1,292 | -0.65% | Q4 2025 | Feb 04, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | Reduced | 198,176 | 12,380 | 2.35% | 1.82% | 684 | -19,062 | -8.77% | Q4 2025 | Feb 02, 2026 |
| NICOLET BANKSHARES INC | History | Added to | 197,735 | 12,352 | 1.98% | 1.53% | 685 | +39,239 | 24.76% | Q4 2025 | Feb 09, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 197,058 | 12,310 | 0.59% | 0.52% | 686 | +15,125 | 8.31% | Q4 2025 | Jan 20, 2026 |
| IF Advisors, LLC | History | New | 195,837 | 12,233 | 9.94% | — | 687 | +195,837 | New | Q4 2025 | Feb 10, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 195,414 | 12,207 | 0.93% | 0.92% | 688 | +4,573 | 2.4% | Q4 2025 | Jan 09, 2026 |
| Cadence Bank | History | Added to | 195,398 | 12,206 | 0.71% | 0.66% | 689 | +13,195 | 7.24% | Q4 2025 | Jan 30, 2026 |
| IFG Advisors, LLC | History | Added to | 195,181 | 12,192 | 2.03% | 1.9% | 690 | +804 | 0.41% | Q4 2025 | Jan 13, 2026 |
| Duncan Williams Asset Management, LLC | History | Added to | 181,890 | 12,150 | 3.02% | 2.17% | 691 | +53,209 | 41.35% | Q4 2025 | Feb 05, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 193,580 | 12,092 | 0.04% | 0.04% | 692 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Forbes Financial Planning, Inc. | History | Added to | 192,974 | 12,060 | 7.05% | 5.45% | 693 | +55,261 | 40.13% | Q4 2025 | Jan 26, 2026 |
| Manske Wealth Management | History | Added to | 192,916 | 12,051 | 3.56% | 3.54% | 694 | +126 | 0.07% | Q4 2025 | Feb 03, 2026 |
| Values Added Financial LLC | History | Reduced | 192,882 | 12,049 | 5.09% | 5.16% | 695 | -896 | -0.46% | Q4 2025 | Jan 16, 2026 |
| HOHIMER WEALTH MANAGEMENT, LLC | History | Added to | 192,276 | 12,011 | 1.62% | 1.56% | 696 | +6,633 | 3.57% | Q4 2025 | Feb 12, 2026 |
| PFW Advisors LLC | History | Added to | 189,688 | 11,849 | 3.58% | 3.2% | 697 | +8,921 | 4.94% | Q4 2025 | Jan 12, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 189,308 | 11,826 | 0.7% | 0.5% | 698 | -1,168 | -0.61% | Q4 2025 | Jan 30, 2026 |
| Opus Capital Group, LLC | History | Reduced | 188,949 | 11,804 | 1.28% | 1.27% | 699 | -197 | -0.1% | Q4 2025 | Jan 30, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 188,844 | 11,797 | 0.3% | 0.29% | 700 | -1,945 | -1.02% | Q4 2025 | Feb 03, 2026 |
| FIRST HORIZON CORP | History | Added to | 188,708 | 11,788 | 0.53% | 0.38% | 701 | +52,599 | 38.64% | Q4 2025 | Jan 27, 2026 |
| Integrity Advisory Solutions, LLC | History | Reduced | 188,344 | 11,765 | 1.69% | 1.83% | 702 | -2,725 | -1.43% | Q4 2025 | Feb 09, 2026 |
| TRUST CO OF VERMONT | History | Added to | 187,681 | 11,724 | 0.49% | 0.45% | 703 | +14,745 | 8.53% | Q4 2025 | Jan 16, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Added to | 187,076 | 11,686 | 0.64% | 0.63% | 704 | +635 | 0.34% | Q4 2025 | Jan 13, 2026 |
| Drucker Wealth 3.0, LLC | History | Reduced | 187,016 | 11,682 | 2.05% | 2.08% | 705 | -7,584 | -3.9% | Q4 2025 | Feb 03, 2026 |
| Sterling Group Wealth Management, LLC | History | Reduced | 186,298 | 11,638 | 5.63% | 5.68% | 706 | -5,132 | -2.68% | Q4 2025 | Jan 27, 2026 |
| Meridian Wealth Advisors, LLC | History | Added to | 186,068 | 11,623 | 1.61% | 1.28% | 707 | +35,103 | 23.25% | Q4 2025 | Feb 17, 2026 |
| Trace Wealth Advisors, LLC | History | Added to | 186,022 | 11,620 | 8.39% | 8.28% | 708 | +1,060 | 0.57% | Q4 2025 | Feb 12, 2026 |
| PARK NATIONAL CORP /OH/ | History | Added to | 185,466 | 11,586 | 0.36% | 0.34% | 709 | +2,005 | 1.09% | Q4 2025 | Jan 05, 2026 |
| GOULD ASSET MANAGEMENT LLC /CA/ | History | Reduced | 185,034 | 11,559 | 2.05% | 2.1% | 710 | -3,801 | -2.01% | Q4 2025 | Feb 17, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Reduced | 184,652 | 11,535 | 0.61% | 0.61% | 711 | -9,428 | -4.86% | Q4 2025 | Feb 11, 2026 |
| ASSOCIATED BANC-CORP | History | Added to | 184,397 | 11,519 | 0.29% | 0.27% | 712 | +13,345 | 7.8% | Q4 2025 | Feb 06, 2026 |
| Avant Financial Advisors LLC | History | Reduced | 183,841 | 11,484 | 8.25% | 8.31% | 713 | -193 | -0.1% | Q4 2025 | Jan 15, 2026 |
| Martel Wealth Advisors Inc | History | Reduced | 183,530 | 11,465 | 1.96% | 1.97% | 714 | -4,423 | -2.35% | Q4 2025 | Jan 21, 2026 |
| Capasso Planning Partners LLC | History | Added to | 183,410 | 11,457 | 6.28% | 6.24% | 715 | +13,558 | 7.98% | Q4 2025 | Feb 17, 2026 |
| Elevated Capital Advisors, LLC | History | Reduced | 183,344 | 11,453 | 2.67% | 2.77% | 716 | -2,575 | -1.39% | Q4 2025 | Jan 27, 2026 |
| MARIPAU WEALTH MANAGEMENT LLC | History | Added to | 181,937 | 11,368 | 5.23% | 5.36% | 717 | +4,207 | 2.37% | Q4 2025 | Feb 17, 2026 |
| Sigma Planning Corp | History | Added to | 181,456 | 11,362 | 0.31% | 0.31% | 718 | +2,393 | 1.34% | Q4 2025 | Jan 30, 2026 |
| Redwood Investment Management, LLC | History | Added to | 181,652 | 11,348 | 1.28% | 1.08% | 719 | +14,717 | 8.82% | Q4 2025 | Feb 17, 2026 |
| Stone Summit Wealth LLC | History | Added to | 181,188 | 11,318 | 3.07% | 2.85% | 720 | +13,429 | 8.0% | Q4 2025 | Jan 27, 2026 |
| Black Diamond Financial, LLC | History | Added to | 179,950 | 11,241 | 1.19% | 1.18% | 721 | +4,750 | 2.71% | Q4 2025 | Feb 03, 2026 |
| Aurelius Family Office LLC | History | Reduced | 175,710 | 11,236 | 4.83% | 4.79% | 722 | -3,946 | -2.2% | Q4 2025 | Jan 09, 2026 |
| Frank, Rimerman Advisors LLC | History | Added to | 179,379 | 11,205 | 0.71% | 0.68% | 723 | +3,433 | 1.95% | Q4 2025 | Jan 15, 2026 |
| Shotwell Rutter Baer Inc | History | Added to | 174,418 | 11,152 | 6.7% | 6.74% | 724 | +2,789 | 1.63% | Q4 2025 | Jan 12, 2026 |
| Rockbridge Investment Management, LCC | History | Reduced | 177,638 | 11,097 | 1.03% | 1.05% | 725 | -364 | -0.2% | Q4 2025 | Feb 04, 2026 |
| Integrated Investment Consultants, LLC | History | Reduced | 177,469 | 11,086 | 2.17% | 1.82% | 726 | -1,472 | -0.82% | Q4 2025 | Mar 03, 2026 |
| Atlatl Advisers LLC | History | Added to | 177,042 | 11,059 | 4.24% | 3.97% | 727 | +10,096 | 6.05% | Q4 2025 | Feb 09, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 176,990 | 11,056 | 0.19% | 0.13% | 728 | +85,202 | 92.82% | Q4 2025 | Feb 09, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 176,855 | 11,048 | 0.19% | 0.19% | 729 | +913 | 0.52% | Q4 2025 | Jan 22, 2026 |
| Timmons Wealth Management, LLC | History | New | 176,762 | 11,042 | 10.87% | — | 730 | +176,762 | New | Q4 2025 | Feb 12, 2026 |
| Security Financial Services, INC. | History | Added to | 176,219 | 11,008 | 1.73% | 1.7% | 731 | +482 | 0.27% | Q4 2025 | Jan 27, 2026 |
| Newport Capital Group, LLC | History | Added to | 175,969 | 10,993 | 6.72% | 6.56% | 732 | +1,868 | 1.07% | Q4 2025 | Feb 13, 2026 |
| Stonehearth Capital Management, LLC | History | Added to | 175,234 | 10,946 | 4.05% | 4.03% | 733 | +1,602 | 0.92% | Q4 2025 | Jan 13, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 174,767 | 10,917 | 0.03% | 0.0% | 734 | +157,767 | 928.04% | Q4 2025 | Jan 26, 2026 |
| Elite Life Management LLC | History | Added to | 162,010 | 10,914 | 17.71% | 19.63% | 735 | +2,805 | 1.76% | Q4 2025 | Feb 09, 2026 |
| CBIZ Investment Advisory Services, LLC | History | No change | 174,321 | 10,889 | 0.41% | 0.41% | 736 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| True North Advisors, LLC | History | New | 174,258 | 10,885 | 1.41% | — | 737 | +174,258 | New | Q4 2025 | Jan 22, 2026 |
| Roth Financial Partners LLC | History | Reduced | 173,862 | 10,869 | 3.59% | 3.53% | 738 | -825 | -0.47% | Q4 2025 | Jan 29, 2026 |
| Paulson Wealth Management Inc. | History | Added to | 173,676 | 10,849 | 2.51% | 2.46% | 739 | +100 | 0.06% | Q4 2025 | Feb 05, 2026 |
| Roundview Capital LLC | History | Added to | 173,414 | 10,833 | 0.67% | 0.61% | 740 | +11,292 | 6.97% | Q4 2025 | Feb 09, 2026 |
| Mission Hills Financial Advisory, LLC | History | Added to | 173,226 | 10,821 | 5.71% | 5.44% | 741 | +2,433 | 1.42% | Q4 2025 | Feb 02, 2026 |
| NBC SECURITIES, INC. | History | Added to | 172,683 | 10,787 | 0.81% | 0.79% | 742 | +1,211 | 0.71% | Q4 2025 | Jan 29, 2026 |
| Tortoise Investment Management, LLC | History | Reduced | 170,856 | 10,673 | 0.94% | 0.91% | 743 | -140 | -0.08% | Q4 2025 | Feb 06, 2026 |
| QUATTRO FINANCIAL ADVISORS LLC | History | Added to | 170,788 | 10,669 | 3.19% | 3.19% | 744 | +2,593 | 1.54% | Q4 2025 | Jan 26, 2026 |
| HEADINVEST, LLC | History | Added to | 169,741 | 10,603 | 2.11% | 1.95% | 745 | +12,228 | 7.76% | Q4 2025 | Feb 02, 2026 |
| INTERACTIVE FINANCIAL ADVISORS, INC. | History | Reduced | 169,363 | 10,580 | 6.84% | 5.95% | 746 | -14,265 | -7.77% | Q4 2025 | Feb 09, 2026 |
| New Hampshire Trust | History | Reduced | 169,283 | 10,575 | 2.06% | 2.05% | 747 | -7,552 | -4.27% | Q4 2025 | Jan 29, 2026 |
| First Bancorp, Inc /ME/ | History | Added to | 169,014 | 10,558 | 5.61% | 5.35% | 748 | +1,163 | 0.69% | Q4 2025 | Jan 26, 2026 |
| Johnson Bixby & Associates, LLC | History | Added to | 168,855 | 10,548 | 1.31% | 1.26% | 749 | +4,577 | 2.79% | Q4 2025 | Jan 14, 2026 |
| Arete Wealth Advisors, LLC | History | Added to | 168,565 | 10,530 | 0.64% | 0.61% | 750 | +7,082 | 4.39% | Q4 2025 | Feb 13, 2026 |
| CAPE COD FIVE CENTS SAVINGS BANK | History | No change | 199,278 | 10,523 | 0.96% | 0.96% | 751 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 168,209 | 10,507 | 0.48% | 0.52% | 752 | -18,483 | -9.9% | Q4 2025 | Feb 17, 2026 |
| HARDING LOEVNER LP | History | Added to | 168,181 | 10,506 | 0.09% | 0.01% | 753 | +150,367 | 844.09% | Q4 2025 | Feb 17, 2026 |
| Kraft, Davis & Associates, LLC | History | Reduced | 162,567 | 10,494 | 2.35% | 2.43% | 754 | -335 | -0.21% | Q4 2025 | Jan 14, 2026 |
| Disciplina Capital Management LLC | History | Reduced | 167,860 | 10,486 | 1.2% | 1.4% | 755 | -24,555 | -12.76% | Q4 2025 | Feb 11, 2026 |
| Global Strategic Investment Solutions, LLC | History | Added to | 167,578 | 10,468 | 1.02% | 1.0% | 756 | +152 | 0.09% | Q4 2025 | Jan 29, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | Added to | 165,470 | 10,336 | 0.3% | 0.26% | 757 | +16,197 | 10.85% | Q4 2025 | Feb 13, 2026 |
| Twin Cities Retirement Group LLC | History | New | 165,369 | 10,330 | 9.97% | — | 758 | +165,369 | New | Q4 2025 | Feb 09, 2026 |
| Integrated Advisors Network LLC | History | Added to | 164,078 | 10,249 | 0.45% | 0.41% | 759 | +1,286 | 0.79% | Q4 2025 | Feb 17, 2026 |
| Grove Bank & Trust | History | Added to | 163,127 | 10,190 | 1.15% | 1.11% | 760 | +4,648 | 2.93% | Q4 2025 | Jan 08, 2026 |
| Excelsior Advisor Network LLC | History | New | 163,077 | 10,187 | 4.95% | — | 761 | +163,077 | New | Q4 2025 | Feb 13, 2026 |
| Tarbox Family Office, Inc. | History | Reduced | 162,893 | 10,175 | 1.64% | 1.5% | 762 | -7,730 | -4.53% | Q4 2025 | Jan 21, 2026 |
| WALLER FINANCIAL PLANNING GROUP, INC | History | Reduced | 162,096 | 10,126 | 2.25% | 2.4% | 763 | -12,258 | -7.03% | Q4 2025 | Jan 13, 2026 |
| Main Street Financial Solutions, LLC | History | Reduced | 161,302 | 10,076 | 0.75% | 0.67% | 764 | -13,096 | -7.51% | Q4 2025 | Feb 17, 2026 |
| Tilson Financial Group, Inc. | History | Added to | 159,866 | 9,986 | 3.07% | 2.93% | 765 | +11,125 | 7.48% | Q4 2025 | Feb 05, 2026 |
| CONNING INC. | History | Added to | 159,445 | 9,960 | 0.33% | 0.3% | 766 | +8,354 | 5.53% | Q4 2025 | Feb 05, 2026 |
| AlphaCore Capital LLC | History | Added to | 158,533 | 9,903 | 0.22% | 0.27% | 767 | +22,885 | 16.87% | Q4 2025 | Feb 05, 2026 |
| Capital International Investors | History | Added to | 157,629 | 9,897 | 0.0% | 0.0% | 768 | +115,421 | 273.46% | Q4 2025 | Feb 11, 2026 |
| Michelson Medical Research Foundation, Inc. | History | No change | 158,160 | 9,880 | 9.9% | 8.24% | 769 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Arrowroot Family Office, LLC | History | Added to | 158,063 | 9,874 | 3.59% | 2.75% | 770 | +42,863 | 37.21% | Q4 2025 | Feb 11, 2026 |
| DBK Financial Counsel, LLC | History | Reduced | 157,876 | 9,862 | 7.57% | 8.12% | 771 | -3,339 | -2.07% | Q4 2025 | Jan 26, 2026 |
| Miller Investment Management, LP | History | Added to | 157,476 | 9,837 | 0.96% | 0.38% | 772 | +94,137 | 148.62% | Q4 2025 | Feb 11, 2026 |
| E&R Wealth Management, LLC | History | New | 157,419 | 9,833 | 10.26% | — | 773 | +157,419 | New | Q4 2025 | Feb 11, 2026 |
| Pitcairn Wealth Advisors LLC | History | New | 157,079 | 9,812 | 0.88% | — | 774 | +157,079 | New | Q4 2025 | Feb 13, 2026 |
| Rosenberg Matthew Hamilton | History | Reduced | 157,050 | 9,810 | 2.03% | 2.04% | 775 | -554 | -0.35% | Q4 2025 | Jan 05, 2026 |
| Allianz Asset Management GmbH | History | Added to | 156,844 | 9,798 | 0.01% | 0.01% | 776 | +12,842 | 8.92% | Q4 2025 | Feb 11, 2026 |
| Monument Group Wealth Advisors, LLC | History | Reduced | 154,680 | 9,662 | 5.27% | 5.84% | 777 | -10,940 | -6.61% | Q4 2025 | Jan 15, 2026 |
| Piedmont Capital Management, LLC/NC | History | New | 154,639 | 9,660 | 6.35% | — | 778 | +154,639 | New | Q4 2025 | Feb 13, 2026 |
| Principia Wealth Advisory, LLC | History | Added to | 154,009 | 9,620 | 6.02% | 4.15% | 779 | +53,446 | 53.15% | Q4 2025 | Feb 10, 2026 |
| Prudent Man Advisors, LLC | History | Reduced | 148,459 | 9,618 | 3.5% | 3.43% | 780 | -1,333 | -0.89% | Q4 2025 | Feb 11, 2026 |
| Campion Asset Management | History | Added to | 153,962 | 9,617 | 6.68% | 6.37% | 781 | +4,136 | 2.76% | Q4 2025 | Feb 17, 2026 |
| Verus Advisory, Inc. | History | New | 152,270 | 9,561 | 6.24% | — | 782 | +152,270 | New | Q4 2025 | Feb 20, 2026 |
| Diversify Advisory Services, LLC | History | Reduced | 146,361 | 9,533 | 0.3% | 0.3% | 783 | -1,205 | -0.82% | Q4 2025 | Jan 23, 2026 |
| BSW Wealth Partners | History | Added to | 151,550 | 9,467 | 1.14% | 1.09% | 784 | +5,123 | 3.5% | Q4 2025 | Jan 23, 2026 |
| Elmwood Wealth Management, Inc. | History | Added to | 150,662 | 9,411 | 2.97% | 3.14% | 785 | +2,508 | 1.69% | Q4 2025 | Jan 08, 2026 |
| CWA Asset Management Group, LLC | History | Reduced | 149,654 | 9,348 | 0.34% | 0.33% | 786 | -1,341 | -0.89% | Q4 2025 | Jan 07, 2026 |
| Stembrook Asset Management, LLC | History | New | 149,094 | 9,313 | 8.8% | — | 787 | +149,094 | New | Q4 2025 | Feb 13, 2026 |
| Centennial Bank/AR/ | History | Reduced | 149,024 | 9,309 | 3.7% | 3.56% | 789 | -2,097 | -1.39% | Q4 2025 | Feb 17, 2026 |
| SELDON CAPITAL LP | History | No change | 149,017 | 9,309 | 3.22% | 3.14% | 788 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Prosperity Consulting Group, LLC | History | Reduced | 147,668 | 9,224 | 0.41% | 0.44% | 790 | -2,276 | -1.52% | Q4 2025 | Feb 17, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | Added to | 147,541 | 9,216 | 0.67% | 0.64% | 791 | +11,844 | 8.73% | Q4 2025 | Feb 09, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 146,734 | 9,213 | 0.62% | 0.6% | 792 | +13,965 | 10.52% | Q4 2025 | Jan 15, 2026 |
| BRANDYWINE TRUST CO | History | No change | 147,227 | 9,197 | 1.61% | 1.34% | 793 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CVA Family Office, LLC | History | Added to | 147,131 | 9,191 | 1.06% | 1.12% | 794 | +1,946 | 1.34% | Q4 2025 | Jan 12, 2026 |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | History | Added to | 135,734 | 9,144 | 1.31% | 1.25% | 795 | +10,110 | 8.05% | Q4 2025 | Feb 11, 2026 |
| Victrix Investment Advisors | History | New | 146,010 | 9,121 | 3.53% | — | 796 | +146,010 | New | Q4 2025 | Feb 11, 2026 |
| MYCIO WEALTH PARTNERS, LLC | History | Added to | 145,696 | 9,101 | 1.88% | 2.01% | 797 | +424 | 0.29% | Q4 2025 | Feb 10, 2026 |
| Ascent Group, LLC | History | Reduced | 145,511 | 9,090 | 0.31% | 0.34% | 798 | -15,904 | -9.85% | Q4 2025 | Jan 20, 2026 |
| Emprise Bank | History | Reduced | 144,925 | 9,053 | 3.76% | 3.84% | 799 | -3,449 | -2.32% | Q4 2025 | Jan 28, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 144,675 | 9,037 | 0.0% | — | 800 | +144,675 | New | Q4 2025 | Feb 13, 2026 |
| Foundation Wealth Management, LLC\PA | History | Added to | 144,656 | 9,036 | 3.28% | 2.82% | 801 | +23,012 | 18.92% | Q4 2025 | Jan 15, 2026 |
| FIRST FINANCIAL CORP /IN/ | History | Added to | 144,395 | 9,020 | 3.4% | 3.25% | 802 | +6,127 | 4.43% | Q4 2025 | Jan 13, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 144,245 | 9,010 | 0.11% | 0.07% | 803 | +47,167 | 48.59% | Q4 2025 | Jan 21, 2026 |
| DWR WEALTH MANAGEMENT, LLC | History | New | 143,483 | 9,009 | 8.36% | — | 804 | +143,483 | New | Q4 2025 | Mar 31, 2026 |
| Employees' Retirement Fund of the City of Fort Worth | History | Added to | 144,100 | 9,001 | 4.03% | 2.45% | 805 | +65,000 | 82.17% | Q4 2025 | Feb 11, 2026 |
| Roberts Wealth Advisors, LLC | History | Reduced | 143,482 | 8,963 | 2.34% | 2.41% | 806 | -7,948 | -5.25% | Q4 2025 | Jan 13, 2026 |
| Resolute Advisors LLC | History | Added to | 142,997 | 8,933 | 2.91% | 2.04% | 807 | +10,382 | 7.83% | Q4 2025 | Feb 11, 2026 |
| Three Bridge Wealth Advisors, LLC | History | Added to | 142,678 | 8,913 | 2.35% | 2.2% | 808 | +480 | 0.34% | Q4 2025 | Feb 10, 2026 |
| Waldron Private Wealth LLC | History | Added to | 142,481 | 8,900 | 0.35% | 0.34% | 809 | +524 | 0.37% | Q4 2025 | Jan 14, 2026 |
| HighRoad Wealth Advisors, LLC | History | New | 142,468 | 8,899 | 8.5% | — | 810 | +142,468 | New | Q4 2025 | Jan 27, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 159,323 | 8,806 | 0.22% | 0.23% | 811 | -9,445 | -5.6% | Q4 2025 | Feb 09, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 140,654 | 8,786 | 0.17% | 0.17% | 812 | -2,996 | -2.09% | Q4 2025 | Feb 12, 2026 |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | History | Added to | 140,301 | 8,764 | 0.38% | 0.35% | 813 | +3,378 | 2.47% | Q4 2025 | Feb 17, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | Added to | 140,091 | 8,751 | 1.01% | 1.02% | 814 | +6,711 | 5.03% | Q4 2025 | Feb 17, 2026 |
| Revolve Wealth Partners, LLC | History | Added to | 139,223 | 8,697 | 1.02% | 0.96% | 815 | +5,274 | 3.94% | Q4 2025 | Jan 20, 2026 |
| ESG Planning DBA Harper Investing | History | Added to | 138,793 | 8,670 | 3.73% | 3.08% | 816 | +30,703 | 28.41% | Q4 2025 | Feb 04, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | Reduced | 138,174 | 8,631 | 2.74% | 2.75% | 817 | -1,568 | -1.12% | Q4 2025 | Feb 03, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 138,125 | 8,628 | 0.54% | 0.5% | 818 | +14,022 | 11.3% | Q4 2025 | Feb 06, 2026 |
| Walkner Condon Financial Advisors LLC | History | Added to | 137,817 | 8,607 | 1.2% | 1.25% | 819 | +6,051 | 4.59% | Q4 2025 | Jan 21, 2026 |
| Plum Street Advisors, LLC | History | Reduced | 137,477 | 8,588 | 3.06% | 3.25% | 820 | -3,035 | -2.16% | Q4 2025 | Feb 13, 2026 |
| Stillwater Capital Advisors, LLC | History | Added to | 137,009 | 8,558 | 0.92% | 0.83% | 821 | +13,787 | 11.19% | Q4 2025 | Jan 14, 2026 |
| Joule Financial, LLC | History | Reduced | 137,003 | 8,558 | 2.56% | 2.52% | 822 | -3,216 | -2.29% | Q4 2025 | Jan 20, 2026 |
| Tamar Securities, LLC | History | Added to | 136,631 | 8,535 | 0.9% | 0.82% | 823 | +16,566 | 13.8% | Q4 2025 | Feb 13, 2026 |
| VSM Wealth Advisory, LLC | History | Added to | 136,321 | 8,530 | 2.56% | 2.51% | 824 | +1,885 | 1.4% | Q4 2025 | Feb 06, 2026 |
| Essex Financial Services, Inc. | History | Added to | 135,920 | 8,490 | 0.48% | 0.42% | 825 | +19,642 | 16.89% | Q4 2025 | Feb 10, 2026 |
| KilterHowling LLC | History | Added to | 135,532 | 8,466 | 4.29% | 4.51% | 826 | +314 | 0.23% | Q4 2025 | Feb 13, 2026 |
| Rothschild Wealth LLC | History | Added to | 135,515 | 8,465 | 0.81% | 1.66% | 827 | +7,977 | 6.25% | Q4 2025 | Feb 17, 2026 |
| Compton Wealth Advisory Group, LLC | History | Added to | 135,462 | 8,462 | 1.85% | 1.81% | 828 | +5,190 | 3.98% | Q4 2025 | Jan 13, 2026 |
| Ancora Advisors LLC | History | Added to | 135,439 | 8,460 | 0.17% | 0.15% | 829 | +10,945 | 8.79% | Q4 2025 | Feb 17, 2026 |
| Arlington Partners LLC | History | New | 135,000 | 8,433 | 59.98% | — | 830 | +135,000 | New | Q4 2025 | Jan 29, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 134,136 | 8,422 | 0.32% | 0.41% | 831 | +22,434 | 20.08% | Q4 2025 | Feb 13, 2026 |
| Sandy Cove Advisors, LLC | History | Reduced | 134,475 | 8,400 | 2.49% | 2.98% | 832 | -20,913 | -13.46% | Q4 2025 | Feb 09, 2026 |
| PAX Financial Group, LLC | History | Reduced | 134,320 | 8,390 | 1.45% | 1.45% | 833 | -148 | -0.11% | Q4 2025 | Feb 05, 2026 |
| COURIER CAPITAL LLC | History | Added to | 133,164 | 8,318 | 0.47% | 0.44% | 834 | +5,271 | 4.12% | Q4 2025 | Jan 29, 2026 |
| Clarity Capital Advisors, LLC | History | Added to | 132,929 | 8,304 | 4.15% | 3.72% | 835 | +18,840 | 16.51% | Q4 2025 | Feb 11, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Added to | 132,618 | 8,284 | 0.52% | 0.17% | 836 | +93,937 | 242.85% | Q4 2025 | Feb 11, 2026 |
| Journey Beyond Wealth, LLC | History | Added to | 132,520 | 8,278 | 6.58% | 6.08% | 837 | +9,143 | 7.41% | Q4 2025 | Jan 23, 2026 |
| Sound Stewardship, LLC | History | Added to | 132,476 | 8,275 | 3.97% | 3.8% | 838 | +243 | 0.18% | Q4 2025 | Jan 30, 2026 |
| Windsor Capital Management, LLC | History | Reduced | 132,054 | 8,249 | 2.28% | 2.3% | 839 | -7,113 | -5.11% | Q4 2025 | Jan 15, 2026 |
| Liberty Capital Management, Inc. | History | Added to | 131,987 | 8,245 | 1.54% | 1.45% | 840 | +3,813 | 2.97% | Q4 2025 | Jan 26, 2026 |
| Pachira Investments Inc. | History | Added to | 131,758 | 8,230 | 4.01% | 3.13% | 841 | +38,861 | 41.83% | Q4 2025 | Feb 02, 2026 |
| Legacy Wealth Partners, LLC | History | New | 131,483 | 8,213 | 2.13% | — | 842 | +131,483 | New | Q4 2025 | Feb 17, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 131,079 | 8,188 | 0.43% | 0.48% | 843 | +1,822 | 1.41% | Q4 2025 | Jan 26, 2026 |
| Fullerton Advisors, LLC | History | New | 130,993 | 8,183 | 8.17% | — | 844 | +130,993 | New | Q4 2025 | Feb 02, 2026 |
| North Star Investment Management Corp. | History | Added to | 130,143 | 8,130 | 0.51% | 0.47% | 845 | +8,432 | 6.93% | Q4 2025 | Jan 30, 2026 |
| OLD SECOND NATIONAL BANK OF AURORA | History | Added to | 130,096 | 8,127 | 1.63% | 1.58% | 846 | +2,450 | 1.92% | Q4 2025 | Jan 27, 2026 |
| American Investment Services, Inc. | History | Reduced | 130,091 | 8,126 | 1.89% | 2.05% | 847 | -12,012 | -8.45% | Q4 2025 | Feb 13, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Added to | 129,868 | 8,112 | 0.38% | 0.21% | 848 | +65,193 | 100.8% | Q4 2025 | Jan 12, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 129,578 | 8,094 | 0.77% | 0.86% | 849 | +18,764 | 16.93% | Q4 2025 | Jan 22, 2026 |
| OpenArc Corporate Advisory, LLC | History | New | 129,496 | 8,089 | 0.13% | — | 850 | +129,496 | New | Q4 2025 | Feb 13, 2026 |
| Retirement Planning Group, LLC | History | Reduced | 128,702 | 8,040 | 0.26% | 0.32% | 851 | -25,595 | -16.59% | Q4 2025 | Feb 03, 2026 |
| Finhabits Advisors LLC | History | New | 128,566 | 8,031 | 7.54% | — | 852 | +128,566 | New | Q4 2025 | Jan 29, 2026 |
| Fairman Group, LLC | History | Added to | 128,217 | 8,009 | 6.4% | 5.78% | 853 | +8,418 | 7.03% | Q4 2025 | Feb 13, 2026 |
| Lansing Street Advisors | History | Added to | 127,975 | 7,994 | 2.04% | 2.0% | 854 | +1,879 | 1.49% | Q4 2025 | Jan 26, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 120,351 | 7,916 | 0.2% | 0.19% | 855 | +3,279 | 2.8% | Q4 2025 | Jan 28, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 126,273 | 7,888 | 0.29% | 0.12% | 856 | +96,907 | 330.0% | Q4 2025 | Feb 04, 2026 |
| Blueprint Financial Advisors LLC | History | Reduced | 125,987 | 7,870 | 1.2% | 1.65% | 857 | -1,328 | -1.04% | Q4 2025 | Feb 13, 2026 |
| Farnam Financial LLC | History | Added to | 125,909 | 7,865 | 5.92% | 5.04% | 858 | +17,692 | 16.35% | Q4 2025 | Jan 26, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 125,862 | 7,862 | 0.51% | 0.52% | 859 | -3,567 | -2.76% | Q4 2025 | Feb 03, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 124,709 | 7,790 | 0.01% | 0.01% | 860 | -6,901 | -5.24% | Q4 2025 | Feb 17, 2026 |
| ENTRUST FINANCIAL LLC | History | New | 124,402 | 7,771 | 5.77% | — | 861 | +124,402 | New | Q4 2025 | Feb 06, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Added to | 124,352 | 7,768 | 0.58% | 0.56% | 862 | +3,643 | 3.02% | Q4 2025 | Feb 04, 2026 |
| Strategent Financial, LLC | History | Added to | 124,036 | 7,748 | 4.9% | 4.91% | 863 | +9,475 | 8.27% | Q4 2025 | Jan 29, 2026 |
| Lexington Hill Partners, LLC | History | New | 123,771 | 7,731 | 5.81% | — | 864 | +123,771 | New | Q4 2025 | Feb 19, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | Added to | 123,701 | 7,727 | 0.65% | 0.63% | 865 | +1,853 | 1.52% | Q4 2025 | Feb 03, 2026 |
| Florida Trust Wealth Management Co | History | Added to | 123,451 | 7,711 | 0.21% | 0.2% | 866 | +5,117 | 4.32% | Q4 2025 | Jan 20, 2026 |
| Forefront Analytics, LLC | History | Added to | 123,208 | 7,696 | 6.79% | 6.38% | 867 | +12,740 | 11.53% | Q4 2025 | Feb 17, 2026 |
| Jacobi Capital Management LLC | History | Reduced | 123,129 | 7,691 | 0.45% | 0.46% | 868 | -1,943 | -1.55% | Q4 2025 | Feb 13, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 122,834 | 7,673 | 0.55% | 0.52% | 869 | +5,110 | 4.34% | Q4 2025 | Feb 11, 2026 |
| RS CRUM INC. | History | Reduced | 122,675 | 7,663 | 1.53% | 1.65% | 870 | -1,170 | -0.94% | Q4 2025 | Feb 17, 2026 |
| Farrell Financial LLC | History | Added to | 122,482 | 7,651 | 4.51% | 4.5% | 871 | +2,756 | 2.3% | Q4 2025 | Jan 12, 2026 |
| LifePlan Investment Advisors, Inc. | History | Added to | 121,717 | 7,603 | 3.1% | 2.77% | 872 | +11,435 | 10.37% | Q4 2025 | Feb 09, 2026 |
| Veery Capital, LLC | History | Added to | 121,635 | 7,598 | 2.33% | 2.28% | 873 | +1,215 | 1.01% | Q4 2025 | Jan 27, 2026 |
| MorganRosel Wealth Management, LLC | History | Added to | 120,765 | 7,544 | 1.89% | 1.68% | 874 | +12,562 | 11.61% | Q4 2025 | Feb 13, 2026 |
| GenTrust, LLC | History | Added to | 120,398 | 7,521 | 0.32% | 0.32% | 875 | +1,658 | 1.4% | Q4 2025 | Feb 02, 2026 |
| EJMK Ventures LLC | History | New | 120,273 | 7,513 | 4.62% | — | 876 | +120,273 | New | Q4 2025 | Mar 03, 2026 |
| NorthStar Asset Management LLC /NJ/ | History | Added to | 120,176 | 7,507 | 3.38% | 3.31% | 877 | +4,778 | 4.14% | Q4 2025 | Feb 10, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 119,824 | 7,485 | 0.14% | 0.14% | 878 | -2,165 | -1.77% | Q4 2025 | Jan 07, 2026 |
| Spectrum Strategic Capital Management, LLC | History | New | 119,317 | 7,453 | 3.96% | — | 879 | +119,317 | New | Q4 2025 | Feb 05, 2026 |
| Madrid Wealth Management, LLC | History | New | 119,205 | 7,446 | 6.04% | — | 880 | +119,205 | New | Q4 2025 | Feb 02, 2026 |
| Vectors Research Management, LLC | History | Added to | 119,009 | 7,434 | 2.27% | 2.17% | 881 | +4,172 | 3.63% | Q4 2025 | Feb 03, 2026 |
| Csenge Advisory Group | History | Added to | 118,762 | 7,419 | 0.34% | 0.31% | 882 | +9,280 | 8.48% | Q4 2025 | Feb 06, 2026 |
| Creekside Partners | History | Added to | 117,768 | 7,356 | 3.11% | 3.04% | 883 | +2,653 | 2.3% | Q4 2025 | Feb 13, 2026 |
| Optas, LLC | History | Added to | 117,703 | 7,352 | 1.15% | 0.74% | 884 | +45,215 | 62.38% | Q4 2025 | Jan 27, 2026 |
| ENCOMPASS WEALTH ADVISORS, LLC | History | Added to | 117,502 | 7,340 | 2.5% | 2.39% | 885 | +296 | 0.25% | Q4 2025 | Jan 22, 2026 |
| BlueSky Wealth Advisors, LLC | History | Reduced | 117,426 | 7,335 | 0.97% | 0.96% | 886 | -1,952 | -1.64% | Q4 2025 | Jan 26, 2026 |
| Lord & Richards Wealth Management, LLC | History | Added to | 117,231 | 7,323 | 6.29% | 4.14% | 887 | +41,691 | 55.19% | Q4 2025 | Jan 15, 2026 |
| Narus Financial Partners, LLC | History | Added to | 117,091 | 7,314 | 2.01% | 1.92% | 888 | +216 | 0.18% | Q4 2025 | Feb 09, 2026 |
| Strong Retirement Solutions LLC | History | New | 117,031 | 7,310 | 4.93% | — | 889 | +117,031 | New | Q4 2025 | Feb 18, 2026 |
| JIM SAULNIER & ASSOCIATES, LLC | History | Reduced | 116,956 | 7,306 | 3.79% | 4.01% | 890 | -3,208 | -2.67% | Q4 2025 | Jan 29, 2026 |
| Stratos Investment Management, LLC | History | Reduced | 116,652 | 7,287 | 0.29% | 0.32% | 891 | -13,092 | -10.09% | Q4 2025 | Jan 20, 2026 |
| M Holdings Securities, Inc. | History | Added to | 115,996 | 7,246 | 0.52% | 0.44% | 892 | +81,273 | 234.06% | Q4 2025 | Feb 11, 2026 |
| CoreFirst Bank & Trust | History | Reduced | 115,864 | 7,238 | 3.91% | 4.06% | 893 | -9,299 | -7.43% | Q4 2025 | Feb 11, 2026 |
| LifeGuide Financial Advisors, LLC | History | Added to | 114,461 | 7,233 | 2.4% | 2.35% | 894 | +2,546 | 2.27% | Q4 2025 | Jan 05, 2026 |
| Andina Capital Management, LLC | History | Added to | 115,290 | 7,202 | 4.35% | 3.82% | 895 | +2,469 | 2.19% | Q4 2025 | Feb 12, 2026 |
| SteelPeak Wealth, LLC | History | Added to | 115,261 | 7,200 | 0.23% | 0.16% | 896 | +36,264 | 45.91% | Q4 2025 | Jan 20, 2026 |
| RHS Financial, LLC | History | Added to | 115,164 | 7,194 | 3.51% | 3.55% | 897 | +1,087 | 0.95% | Q4 2025 | Jan 16, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | History | Added to | 115,011 | 7,184 | 1.12% | 1.24% | 898 | +1,908 | 1.69% | Q4 2025 | Feb 03, 2026 |
| SEMITAM BONAM LLC | History | Added to | 114,437 | 7,148 | 5.95% | 5.82% | 899 | +5,873 | 5.41% | Q4 2025 | Jan 20, 2026 |
| McNamara Financial Services, Inc. | History | Reduced | 114,349 | 7,143 | 1.35% | 1.41% | 900 | -12,353 | -9.75% | Q4 2025 | Jan 21, 2026 |
| FIDUCIARY ADVISORS, INC. | History | Added to | 114,120 | 7,129 | 5.42% | 5.5% | 901 | +561 | 0.49% | Q4 2025 | Jan 27, 2026 |
| LANE BROTHERS & CO INC | History | New | 114,108 | 7,128 | 5.16% | — | 902 | +114,108 | New | Q4 2025 | Mar 13, 2026 |
| Westerkirk Capital Inc. | History | No change | 113,781 | 7,107 | 0.69% | 0.78% | 903 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Marino Management, LLC | History | New | 113,061 | 7,099 | 1.41% | — | 904 | +113,061 | New | Q4 2025 | Feb 13, 2026 |
| Gradient Capital Advisors, LLC | History | Added to | 113,158 | 7,068 | 1.82% | 1.73% | 905 | +5,551 | 5.16% | Q4 2025 | Feb 06, 2026 |
| Rock Creek Group, LP | History | Added to | 113,062 | 7,062 | 0.79% | 0.43% | 906 | +44,134 | 64.03% | Q4 2025 | Feb 10, 2026 |
| TPG Advisors LLC | History | Added to | 112,911 | 7,053 | 4.39% | 4.32% | 907 | +3,230 | 2.94% | Q4 2025 | Jan 21, 2026 |
| W.H. Cornerstone Investments Inc. | History | Added to | 112,233 | 7,011 | 4.23% | 3.71% | 908 | +10,732 | 10.57% | Q4 2025 | Feb 10, 2026 |
| Interchange Capital Partners, LLC | History | Added to | 112,201 | 7,009 | 1.3% | 1.31% | 909 | +1,051 | 0.95% | Q4 2025 | Jan 30, 2026 |
| Meadowbrook Advisors Group, LLC | History | New | 110,300 | 6,890 | 3.86% | — | 910 | +110,300 | New | Q4 2025 | Mar 11, 2026 |
| Proficio Capital Partners LLC | History | Reduced | 109,726 | 6,854 | 0.48% | 0.68% | 911 | -55,977 | -33.78% | Q4 2025 | Feb 12, 2026 |
| Grove Street Fiduciary, LLC | History | Reduced | 109,577 | 6,845 | 2.86% | 3.3% | 912 | -7,010 | -6.01% | Q4 2025 | Feb 03, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Added to | 109,546 | 6,843 | 1.52% | 1.27% | 913 | +22,099 | 25.27% | Q4 2025 | Jan 09, 2026 |
| STEPH & CO | History | Added to | 109,492 | 6,839 | 1.97% | 1.91% | 914 | +5,347 | 5.13% | Q4 2025 | Jan 23, 2026 |
| Taylor Hoffman Capital Management LLC | History | Reduced | 109,446 | 6,837 | 2.08% | 2.13% | 915 | -3,557 | -3.15% | Q4 2025 | Feb 11, 2026 |
| BEARING POINT CAPITAL, LLC | History | Added to | 109,305 | 6,828 | 1.07% | 1.07% | 916 | +5,562 | 5.36% | Q4 2025 | Feb 10, 2026 |
| McAdam, LLC | History | Reduced | 108,925 | 6,804 | 0.31% | 0.33% | 917 | -3,657 | -3.25% | Q4 2025 | Feb 13, 2026 |
| Caldwell Trust Co | History | Added to | 108,863 | 6,800 | 0.6% | 0.55% | 918 | +11,451 | 11.76% | Q4 2025 | Jan 30, 2026 |
| Diversified Enterprises, LLC | History | Added to | 108,382 | 6,770 | 0.4% | 0.3% | 919 | +33,406 | 44.56% | Q4 2025 | Jan 28, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | Added to | 107,832 | 6,736 | 0.71% | 0.71% | 920 | +628 | 0.59% | Q4 2025 | Jan 09, 2026 |
| SACHEM HILL LLC | History | Reduced | 107,047 | 6,687 | 1.3% | 1.31% | 921 | -1,966 | -1.8% | Q4 2025 | Feb 12, 2026 |
| Fort Sheridan Advisors LLC | History | Added to | 106,989 | 6,683 | 0.85% | 0.83% | 922 | +778 | 0.73% | Q4 2025 | Feb 10, 2026 |
| Compass Financial Group, Inc. | History | Added to | 106,920 | 6,679 | 2.95% | 2.87% | 923 | +177 | 0.17% | Q4 2025 | Feb 05, 2026 |
| Leo Wealth, LLC | History | Added to | 106,836 | 6,674 | 0.48% | 0.39% | 924 | +56,124 | 110.67% | Q4 2025 | Jan 21, 2026 |
| Mission Creek Capital Partners, Inc. | History | Added to | 106,473 | 6,651 | 1.34% | 0.68% | 925 | +49,260 | 86.1% | Q4 2025 | Feb 12, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 106,414 | 6,647 | 0.0% | 0.0% | 926 | +43,363 | 68.77% | Q4 2025 | Feb 11, 2026 |
| Independent Family Office, LLC | History | Added to | 106,190 | 6,633 | 2.77% | 2.67% | 927 | +810 | 0.77% | Q4 2025 | Feb 13, 2026 |
| LOM Asset Management Ltd | History | Added to | 106,153 | 6,631 | 1.92% | 1.68% | 928 | +14,185 | 15.42% | Q4 2025 | Jan 23, 2026 |
| STEEL GROVE CAPITAL ADVISORS, LLC | History | Added to | 106,021 | 6,623 | 0.69% | 0.6% | 929 | +17,093 | 19.22% | Q4 2025 | Feb 09, 2026 |
| Sovran Advisors, LLC | History | Added to | 101,879 | 6,618 | 0.56% | 0.53% | 930 | +4,048 | 4.14% | Q4 2025 | Jan 20, 2026 |
| IHT Wealth Management, LLC | History | Added to | 103,965 | 6,611 | 0.16% | 0.16% | 931 | +1,225 | 1.19% | Q4 2025 | Feb 17, 2026 |
| Certified Advisory Corp | History | Added to | 105,763 | 6,606 | 0.6% | 0.59% | 932 | +1,486 | 1.43% | Q4 2025 | Jan 12, 2026 |
| ICONIQ Capital, LLC | History | Added to | 105,323 | 6,579 | 0.1% | 0.08% | 933 | +14 | 0.01% | Q4 2025 | Feb 13, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 104,995 | 6,559 | 0.09% | 0.1% | 934 | -62 | -0.06% | Q4 2025 | Feb 09, 2026 |
| Motley Fool Wealth Management, LLC | History | Added to | 104,823 | 6,548 | 0.51% | 0.27% | 935 | +37,980 | 56.82% | Q4 2025 | Feb 11, 2026 |
| Ironwood Financial, llc | History | Added to | 100,658 | 6,534 | 1.11% | 1.04% | 936 | +2,557 | 2.61% | Q4 2025 | Jan 15, 2026 |
| Fortis Advisors, LLC | History | Reduced | 104,531 | 6,530 | 3.54% | 3.59% | 937 | -1,945 | -1.83% | Q4 2025 | Feb 10, 2026 |
| CERTUITY, LLC | History | Added to | 104,253 | 6,512 | 0.41% | 0.32% | 939 | +27,376 | 35.61% | Q4 2025 | Jan 30, 2026 |
| Crescent Grove Advisors, LLC | History | Reduced | 104,245 | 6,512 | 0.6% | 0.6% | 938 | -2,146 | -2.02% | Q4 2025 | Feb 11, 2026 |
| SouthState Bank Corp | History | Reduced | 104,166 | 6,507 | 0.29% | 0.31% | 940 | -7,979 | -7.11% | Q4 2025 | Feb 11, 2026 |
| Wood Tarver Financial Group, LLC | History | Added to | 103,620 | 6,473 | 1.82% | 1.76% | 941 | +4,254 | 4.28% | Q4 2025 | Feb 12, 2026 |
| Broadview Financial Management, LLC | History | Added to | 103,043 | 6,437 | 4.31% | 4.13% | 942 | +894 | 0.88% | Q4 2025 | Feb 13, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 102,846 | 6,425 | 0.19% | 0.23% | 943 | -16,905 | -14.12% | Q4 2025 | Feb 12, 2026 |
| PACIFIC FINANCIAL GROUP INC | History | Added to | 102,740 | 6,418 | 3.57% | 0.85% | 944 | +83,511 | 434.3% | Q4 2025 | Feb 17, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 102,614 | 6,410 | 0.33% | 0.34% | 945 | -1,774 | -1.7% | Q4 2025 | Mar 04, 2026 |
| Wright Wealth LLC | History | New | 102,480 | 6,401 | 4.17% | — | 946 | +102,480 | New | Q4 2025 | Feb 13, 2026 |
| Kovack Advisors, Inc. | History | Added to | 102,463 | 6,400 | 0.3% | 0.3% | 947 | +49,978 | 95.22% | Q4 2025 | Feb 17, 2026 |
| GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. | History | New | 102,296 | 6,390 | 5.09% | — | 948 | +102,296 | New | Q4 2025 | Feb 12, 2026 |
| Cypress Wealth Services, LLC | History | Added to | 102,265 | 6,388 | 0.88% | 0.97% | 949 | +3,653 | 3.7% | Q4 2025 | Jan 14, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 102,110 | 6,378 | 0.08% | 0.14% | 950 | -61,958 | -37.76% | Q4 2025 | Feb 10, 2026 |
| ST GERMAIN D J CO INC | History | Reduced | 102,030 | 6,373 | 0.25% | 0.25% | 951 | -1,351 | -1.31% | Q4 2025 | Jan 29, 2026 |
| Hudson Oak Wealth Advisory LLC | History | New | 101,776 | 6,357 | 5.61% | — | 952 | +101,776 | New | Q4 2025 | Jan 23, 2026 |
| United Advisor Group, LLC | History | Added to | 101,663 | 6,350 | 0.79% | 0.7% | 953 | +14,256 | 16.31% | Q4 2025 | Jan 26, 2026 |
| Whitaker-Myers Wealth Managers, LTD. | History | Added to | 101,569 | 6,344 | 1.32% | 1.21% | 954 | +9,059 | 9.79% | Q4 2025 | Jan 22, 2026 |
| Bank of New Hampshire | History | New | 101,354 | 6,331 | 1.42% | — | 955 | +101,354 | New | Q4 2025 | Mar 16, 2026 |
| Manuka Financial, LLC | History | Added to | 100,990 | 6,308 | 3.92% | 3.64% | 956 | +3,417 | 3.5% | Q4 2025 | Jan 28, 2026 |
| Regency Capital Management Inc.\DE | History | Added to | 100,591 | 6,283 | 2.61% | 2.57% | 957 | +10,535 | 11.7% | Q4 2025 | Feb 11, 2026 |
| Haverford Trust Co | History | Added to | 100,522 | 6,279 | 0.06% | 0.05% | 958 | +1,890 | 1.92% | Q4 2025 | Feb 13, 2026 |
| DRW Securities, LLC | History | New | 100,398 | 6,271 | 0.17% | — | 959 | +100,398 | New | Q4 2025 | Feb 12, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 100,308 | 6,266 | 0.43% | 0.44% | 960 | +5,401 | 5.69% | Q4 2025 | Feb 03, 2026 |
| Mayflower Financial Advisors, LLC | History | Added to | 100,270 | 6,263 | 0.76% | 0.72% | 961 | +4,030 | 4.19% | Q4 2025 | Jan 13, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 100,226 | 6,262 | 0.22% | 0.18% | 962 | +19,926 | 24.81% | Q4 2025 | Feb 04, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 100,243 | 6,262 | 0.3% | 0.31% | 963 | +13,713 | 15.85% | Q4 2025 | Jan 28, 2026 |
| Symmetry Partners, LLC | History | Reduced | 99,852 | 6,237 | 0.37% | 1.09% | 964 | -66,823 | -40.09% | Q4 2025 | Jan 27, 2026 |
| Marathon Strategic Advisors, LLC | History | Reduced | 99,727 | 6,229 | 4.76% | 4.85% | 965 | -1,475 | -1.46% | Q4 2025 | Feb 11, 2026 |
| Nuveen, LLC | History | No change | 99,600 | 6,222 | 0.0% | 0.0% | 966 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Carroll Advisory Group, LLC | History | New | 99,445 | 6,212 | 2.69% | — | 967 | +99,445 | New | Q4 2025 | Feb 09, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 98,488 | 6,152 | 0.22% | 0.33% | 968 | -46,387 | -32.02% | Q4 2025 | Feb 02, 2026 |
| Astra Wealth Partners LLC | History | Added to | 98,424 | 6,148 | 3.61% | 3.65% | 969 | +6,856 | 7.49% | Q4 2025 | Feb 02, 2026 |
| CIDEL ASSET MANAGEMENT INC | History | Reduced | 98,204 | 6,134 | 0.43% | 0.35% | 970 | -3,342 | -3.29% | Q4 2025 | Jan 21, 2026 |
| Brucke Financial, Inc. | History | Added to | 98,102 | 6,128 | 3.35% | 3.13% | 971 | +10,357 | 11.8% | Q4 2025 | Jan 12, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 97,972 | 6,120 | 0.48% | 0.46% | 972 | +4,951 | 5.32% | Q4 2025 | Feb 17, 2026 |
| BURLING WEALTH PARTNERS, LLC | History | Added to | 97,552 | 6,094 | 0.95% | 0.7% | 973 | +27,144 | 38.55% | Q4 2025 | Feb 06, 2026 |
| Root Financial Partners, LLC | History | Added to | 97,303 | 6,078 | 0.31% | 0.28% | 974 | +20,769 | 27.14% | Q4 2025 | Feb 10, 2026 |
| Curi Capital, LLC | History | Added to | 97,278 | 6,076 | 0.11% | 0.1% | 975 | +2,389 | 2.52% | Q4 2025 | Feb 17, 2026 |
| Cassady Wealth & Retirement Planning, LLC | History | New | 96,013 | 5,997 | 3.91% | — | 976 | +96,013 | New | Q4 2025 | Apr 02, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 95,304 | 5,953 | 0.69% | 0.78% | 977 | +19,736 | 26.12% | Q4 2025 | Feb 13, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Reduced | 95,183 | 5,946 | 0.14% | 0.14% | 978 | -1,908 | -1.97% | Q4 2025 | Feb 03, 2026 |
| DDFG, Inc | History | Reduced | 94,927 | 5,930 | 1.3% | 1.34% | 979 | -2,135 | -2.2% | Q4 2025 | Jan 08, 2026 |
| First PREMIER Bank | History | Reduced | 94,836 | 5,924 | 1.36% | 1.34% | 980 | -3,376 | -3.44% | Q4 2025 | Jan 23, 2026 |
| GREAT LAKES ADVISORS, LLC | History | Added to | 94,752 | 5,919 | 0.05% | 0.02% | 981 | +54,747 | 136.85% | Q4 2025 | Feb 12, 2026 |
| A&I FINANCIAL SERVICES, LLC | History | Added to | 94,559 | 5,907 | 2.81% | 2.71% | 982 | +2,622 | 2.85% | Q4 2025 | Jan 28, 2026 |
| Legacy Financial Group LLC | History | Reduced | 88,104 | 5,885 | 0.73% | 1.15% | 983 | -58,786 | -40.02% | Q4 2025 | Feb 05, 2026 |
| Financial Insights, Inc. | History | Added to | 94,174 | 5,883 | 1.97% | 1.84% | 984 | +1,559 | 1.68% | Q4 2025 | Mar 31, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 94,046 | 5,875 | 0.06% | 0.07% | 985 | -24,693 | -20.8% | Q4 2025 | Jan 13, 2026 |
| CUTLER INVESTMENT COUNSEL LLC | History | Added to | 94,024 | 5,873 | 0.61% | 0.59% | 986 | +42 | 0.04% | Q4 2025 | Feb 12, 2026 |
| FIDUCIENT ADVISORS LLC | History | Added to | 93,579 | 5,845 | 0.72% | 0.5% | 987 | +21,728 | 30.24% | Q4 2025 | Feb 10, 2026 |
| Alvarez & Marsal Private Wealth Partners, LLC | History | New | 92,955 | 5,806 | 1.12% | — | 988 | +92,955 | New | Q4 2025 | Feb 13, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Reduced | 92,361 | 5,769 | 0.47% | 0.68% | 989 | -38,426 | -29.38% | Q4 2025 | Feb 12, 2026 |
| Bakala Capital LLC | History | Added to | 92,201 | 5,759 | 27.23% | 29.16% | 990 | +2,080 | 2.31% | Q4 2025 | Feb 13, 2026 |
| Ascent Wealth Partners, LLC | History | Reduced | 91,958 | 5,744 | 0.66% | 0.64% | 991 | -130 | -0.14% | Q4 2025 | Feb 02, 2026 |
| Checchi Capital Advisers, LLC | History | Reduced | 91,937 | 5,743 | 0.29% | 0.29% | 992 | -63 | -0.07% | Q4 2025 | Jan 27, 2026 |
| Trevian Wealth Management LLC | History | Added to | 91,806 | 5,735 | 2.72% | 2.72% | 994 | +7,333 | 8.68% | Q4 2025 | Feb 05, 2026 |
| Peterson Wealth Advisors, LLC | History | Reduced | 91,810 | 5,735 | 0.76% | 0.89% | 993 | -6,253 | -6.38% | Q4 2025 | Jan 09, 2026 |
| FINANCIAL COUNSELORS INC | History | Reduced | 91,445 | 5,712 | 7.92% | 8.42% | 995 | -14,158 | -13.41% | Q4 2025 | Feb 03, 2026 |
| Single Point Partners, LLC | History | Added to | 91,439 | 5,712 | 1.13% | 1.11% | 996 | +426 | 0.47% | Q4 2025 | Jan 26, 2026 |
| Americana Partners, LLC | History | Added to | 91,120 | 5,692 | 0.16% | 0.13% | 997 | +16,606 | 22.29% | Q4 2025 | Feb 06, 2026 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | History | Added to | 90,975 | 5,683 | 0.76% | 0.46% | 998 | +42,777 | 88.75% | Q4 2025 | Feb 17, 2026 |
| River Street Advisors LLC | History | Added to | 90,908 | 5,679 | 2.13% | 2.0% | 999 | +4,650 | 5.39% | Q4 2025 | Jan 26, 2026 |
| Capital Analysts, LLC | History | Reduced | 90,864 | 5,676 | 0.17% | 0.21% | 1000 | -30,285 | -25.0% | Q4 2025 | Feb 11, 2026 |
| FC Advisory LLC | History | Reduced | 90,792 | 5,671 | 1.63% | 1.62% | 1001 | -1,784 | -1.93% | Q4 2025 | Jan 13, 2026 |
| Topel & Distasi Wealth Management, LLC | History | Reduced | 90,614 | 5,660 | 2.76% | 2.74% | 1002 | -2,144 | -2.31% | Q4 2025 | Feb 09, 2026 |
| SYM FINANCIAL Corp | History | Reduced | 90,166 | 5,632 | 0.58% | 0.63% | 1003 | -8,859 | -8.95% | Q4 2025 | Feb 13, 2026 |
| KLINGENSTEIN FIELDS & CO LP | History | Added to | 89,933 | 5,618 | 0.21% | 0.1% | 1004 | +43,985 | 95.73% | Q4 2025 | Feb 13, 2026 |
| Avestar Capital, LLC | History | Reduced | 89,894 | 5,615 | 0.36% | 0.36% | 1005 | -638 | -0.7% | Q4 2025 | Feb 10, 2026 |
| Dynamic Wealth Strategies, LLC | History | Added to | 89,211 | 5,573 | 3.32% | 3.03% | 1006 | +13,413 | 17.7% | Q4 2025 | Feb 04, 2026 |
| MidAtlantic Capital Management, Inc. | History | Added to | 88,952 | 5,556 | 3.56% | 3.62% | 1007 | +350 | 0.4% | Q4 2025 | Feb 10, 2026 |
| BLUESTEM FINANCIAL ADVISORS, LLC | History | Reduced | 88,788 | 5,546 | 2.14% | 2.09% | 1008 | -368 | -0.41% | Q4 2025 | Jan 21, 2026 |
| Bestgate Wealth Advisors, LLC | History | Reduced | 88,619 | 5,536 | 9.73% | 9.43% | 1009 | -531 | -0.6% | Q4 2025 | Jan 16, 2026 |
| LCW Services, LLC | History | New | 88,593 | 5,534 | 2.95% | — | 1010 | +88,593 | New | Q4 2025 | Feb 11, 2026 |
| Smithfield Trust Co | History | Reduced | 88,520 | 5,527 | 0.24% | 0.24% | 1011 | -556 | -0.62% | Q4 2025 | Feb 09, 2026 |
| May Hill Capital, LLC | History | Added to | 88,104 | 5,503 | 0.72% | 0.86% | 1012 | +38,876 | 78.97% | Q4 2025 | Feb 05, 2026 |
| Diversified Trust Co | History | Added to | 87,973 | 5,495 | 0.1% | 0.1% | 1013 | +3,638 | 4.31% | Q4 2025 | Jan 09, 2026 |
| Grey Ledge Advisors, LLC | History | Added to | 87,935 | 5,493 | 1.24% | 1.17% | 1014 | +1,636 | 1.9% | Q4 2025 | Feb 05, 2026 |
| Wescott Financial Advisory Group, LLC | History | Reduced | 87,244 | 5,450 | 0.48% | 0.47% | 1015 | -645 | -0.73% | Q4 2025 | Feb 12, 2026 |
| SWMG, LLC | History | Added to | 79,966 | 5,387 | 1.5% | 1.33% | 1016 | +8,121 | 11.3% | Q4 2025 | Feb 10, 2026 |
| Alley Investment Management Company, LLC | History | Reduced | 86,126 | 5,380 | 0.63% | 0.6% | 1017 | -298 | -0.34% | Q4 2025 | Jan 27, 2026 |
| Life Planning Partners, Inc | History | Reduced | 85,612 | 5,348 | 4.1% | 4.0% | 1018 | -5,847 | -6.39% | Q4 2025 | Jan 16, 2026 |
| Climber Capital SA | History | New | 85,690 | 5,346 | 3.48% | — | 1019 | +85,690 | New | Q4 2025 | Feb 03, 2026 |
| ETF Store, Inc. | History | Added to | 85,104 | 5,316 | 5.42% | 5.31% | 1020 | +1,526 | 1.83% | Q4 2025 | Jan 22, 2026 |
| AlTi Global, Inc. | History | Added to | 84,947 | 5,306 | 0.11% | 0.12% | 1021 | +393 | 0.46% | Q4 2025 | Feb 13, 2026 |
| Sagace Wealth Management LLC | History | Reduced | 84,837 | 5,299 | 3.59% | 3.48% | 1022 | -598 | -0.7% | Q4 2025 | Feb 02, 2026 |
| One Capital Management, LLC | History | Added to | 84,480 | 5,277 | 0.16% | 0.06% | 1023 | +53,381 | 171.65% | Q4 2025 | Feb 10, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | Reduced | 84,081 | 5,252 | 1.42% | 1.5% | 1024 | -476 | -0.56% | Q4 2025 | Feb 09, 2026 |
| Donalies Financial Planning, LLC | History | New | 83,960 | 5,245 | 4.47% | — | 1025 | +83,960 | New | Q4 2025 | Feb 17, 2026 |
| Graetz Wealth LLC | History | New | 83,616 | 5,223 | 4.75% | — | 1026 | +83,616 | New | Q4 2025 | Feb 12, 2026 |
| Laurel Wealth Planning LLC | History | Added to | 83,504 | 5,216 | 2.89% | 2.49% | 1027 | +5,017 | 6.39% | Q4 2025 | Jan 23, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 83,460 | 5,213 | 0.11% | 0.1% | 1028 | +8,829 | 11.83% | Q4 2025 | Feb 05, 2026 |
| James J. Burns & Company, LLC | History | Added to | 83,343 | 5,206 | 0.72% | 0.74% | 1029 | +815 | 0.99% | Q4 2025 | Jan 23, 2026 |
| WEST BANCORPORATION INC | History | Added to | 83,170 | 5,195 | 2.72% | 2.43% | 1030 | +10,205 | 13.99% | Q4 2025 | Jan 29, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | No change | 83,044 | 5,187 | 0.26% | 0.25% | 1031 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Verum Partners LLC | History | Reduced | 82,915 | 5,179 | 1.04% | 1.11% | 1032 | -4,622 | -5.28% | Q4 2025 | Jan 14, 2026 |
| Willis Johnson & Associates, Inc. | History | Added to | 82,868 | 5,176 | 0.32% | 0.29% | 1033 | +4,855 | 6.22% | Q4 2025 | Jan 22, 2026 |
| Stonekeep Investments, LLC | History | Added to | 82,784 | 5,172 | 3.31% | 3.0% | 1034 | +3,802 | 4.81% | Q4 2025 | Jan 07, 2026 |
| Arta Finance Wealth Management LLC | History | New | 82,749 | 5,169 | 2.64% | — | 1035 | +82,749 | New | Q4 2025 | Jan 20, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 82,714 | 5,167 | 0.01% | 0.0% | 1036 | +79,037 | 2149.5% | Q4 2025 | Feb 17, 2026 |
| SENTINEL TRUST CO LBA | History | Reduced | 82,232 | 5,137 | 0.51% | 0.52% | 1037 | -3,162 | -3.7% | Q4 2025 | Jan 29, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 82,153 | 5,132 | 0.19% | 0.18% | 1038 | +2,833 | 3.57% | Q4 2025 | Feb 17, 2026 |
| Balboa Wealth Partners | History | Reduced | 82,134 | 5,130 | 0.85% | 0.85% | 1039 | -161 | -0.2% | Q4 2025 | Jan 16, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | Reduced | 81,980 | 5,121 | 0.41% | 0.41% | 1040 | -822 | -0.99% | Q4 2025 | Feb 06, 2026 |
| Stonebridge Financial Planning Group, LLC | History | Added to | 81,967 | 5,120 | 1.85% | 1.6% | 1041 | +10,775 | 15.14% | Q4 2025 | Feb 05, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | Reduced | 81,932 | 5,118 | 0.81% | 0.87% | 1042 | -6,438 | -7.29% | Q4 2025 | Jan 14, 2026 |
| PARTHENON LLC | History | Reduced | 81,775 | 5,108 | 0.55% | 0.57% | 1043 | -3,496 | -4.1% | Q4 2025 | Jan 23, 2026 |
| CALTON & ASSOCIATES, INC. | History | Reduced | 81,353 | 5,082 | 0.75% | 0.8% | 1044 | -7,079 | -8.01% | Q4 2025 | Feb 10, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | Reduced | 81,243 | 5,075 | 0.28% | 0.31% | 1045 | -2,748 | -3.27% | Q4 2025 | Feb 17, 2026 |
| FLYWHEEL PRIVATE WEALTH LLC | History | Reduced | 81,163 | 5,070 | 3.17% | 3.84% | 1046 | -899 | -1.1% | Q4 2025 | Jan 14, 2026 |
| NORRIS PERNE & FRENCH LLP/MI | History | Reduced | 81,101 | 5,066 | 0.33% | 0.34% | 1047 | -954 | -1.16% | Q4 2025 | Jan 23, 2026 |
| Twin Tree Management, LP | History | Added to | 81,000 | 5,060 | 0.04% | 0.0% | 1048 | +77,200 | 2031.58% | Q4 2025 | Feb 11, 2026 |
| Laraway Financial Advisors Inc | History | Added to | 81,003 | 5,060 | 3.3% | 3.21% | 1049 | +2,435 | 3.1% | Q4 2025 | Feb 13, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 80,938 | 5,056 | 0.41% | 0.4% | 1050 | +3,094 | 3.97% | Q4 2025 | Jan 23, 2026 |
| Marks Group Wealth Management, Inc | History | Added to | 80,345 | 5,019 | 0.48% | 0.41% | 1051 | +7,022 | 9.58% | Q4 2025 | Feb 11, 2026 |
| Crusonia Wealth Advisors LLC | History | New | 80,295 | 5,016 | 1.1% | — | 1053 | +80,295 | New | Q4 2025 | Feb 18, 2026 |
| TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA | History | Reduced | 80,298 | 5,016 | 5.89% | 7.15% | 1052 | -19,724 | -19.72% | Q4 2025 | Feb 11, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 79,908 | 4,991 | 0.13% | 0.12% | 1054 | +4,588 | 6.09% | Q4 2025 | Jan 23, 2026 |
| FIRST NATIONAL TRUST CO | History | Added to | 79,244 | 4,950 | 0.17% | 0.13% | 1055 | +15,883 | 25.07% | Q4 2025 | Feb 09, 2026 |
| Adelphi Trust Co | History | New | 79,037 | 4,937 | 4.03% | — | 1056 | +79,037 | New | Q4 2025 | Jan 26, 2026 |
| Autumn Glory Partners, LLC | History | Added to | 78,967 | 4,933 | 1.73% | 0.42% | 1057 | +61,937 | 363.69% | Q4 2025 | Jan 27, 2026 |
| Sightline Wealth Advisors, LLC | History | Added to | 78,837 | 4,924 | 2.1% | 1.94% | 1058 | +7,274 | 10.16% | Q4 2025 | Jan 26, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 78,760 | 4,920 | 0.18% | 0.05% | 1059 | +61,935 | 368.11% | Q4 2025 | Feb 09, 2026 |
| GOLDEN ROAD ADVISORS LLC | History | Added to | 78,478 | 4,902 | 2.79% | 2.69% | 1060 | +785 | 1.01% | Q4 2025 | Feb 02, 2026 |
| Mill Creek Capital Advisors, LLC | History | Added to | 78,066 | 4,876 | 0.1% | 0.1% | 1061 | +368 | 0.47% | Q4 2025 | Feb 13, 2026 |
| Addison Capital Co | History | Added to | 77,616 | 4,848 | 1.21% | 0.98% | 1062 | +22,457 | 40.71% | Q4 2025 | Feb 02, 2026 |
| Brady Martz Wealth Solutions, LLC | History | Added to | 77,411 | 4,835 | 0.85% | 0.22% | 1063 | +56,725 | 274.22% | Q4 2025 | Jan 15, 2026 |
| Birch Hill Investment Advisors LLC | History | Added to | 77,295 | 4,828 | 0.2% | 0.18% | 1064 | +4,456 | 6.12% | Q4 2025 | Jan 27, 2026 |
| Summit Financial Strategies, Inc. | History | Reduced | 77,241 | 4,825 | 0.4% | 0.4% | 1065 | -1,244 | -1.59% | Q4 2025 | Jan 27, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | Added to | 77,199 | 4,822 | 1.01% | 1.13% | 1066 | +4,835 | 6.68% | Q4 2025 | Feb 13, 2026 |
| BOS Asset Management, LLC | History | Added to | 76,606 | 4,785 | 1.28% | 1.24% | 1067 | +3,373 | 4.61% | Q4 2025 | Jan 09, 2026 |
| Nova R Wealth, Inc. | History | Added to | 76,409 | 4,773 | 1.74% | 1.25% | 1068 | +27,065 | 54.85% | Q4 2025 | Jan 14, 2026 |
| JENNISON ASSOCIATES LLC | History | Added to | 76,275 | 4,764 | 0.0% | 0.0% | 1069 | +67,758 | 795.56% | Q4 2025 | Jan 30, 2026 |
| FineMark National Bank & Trust | History | Added to | 75,892 | 4,740 | 0.15% | 0.1% | 1070 | +26,228 | 52.81% | Q4 2025 | Feb 12, 2026 |
| Hughes Financial Services, LLC | History | Reduced | 75,882 | 4,740 | 0.74% | 0.75% | 1071 | -1,290 | -1.67% | Q4 2025 | Feb 11, 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | Added to | 75,567 | 4,720 | 1.72% | 1.18% | 1072 | +29,494 | 64.02% | Q4 2025 | Feb 12, 2026 |
| Glassman Wealth Services | History | Added to | 75,470 | 4,714 | 0.64% | 0.63% | 1073 | +898 | 1.2% | Q4 2025 | Jan 28, 2026 |
| Scott Capital Advisors, LLC | History | Added to | 74,587 | 4,659 | 1.03% | 1.02% | 1074 | +848 | 1.15% | Q4 2025 | Jan 12, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | Added to | 73,952 | 4,646 | 1.27% | 1.1% | 1075 | +10,058 | 15.74% | Q4 2025 | Jan 28, 2026 |
| Northland Capital Management LLC | History | Reduced | 74,367 | 4,645 | 2.6% | 3.91% | 1076 | -37,282 | -33.39% | Q4 2025 | Jan 20, 2026 |
| Squire Investment Management Company, LLC | History | Added to | 74,279 | 4,640 | 1.4% | 1.31% | 1077 | +7,307 | 10.91% | Q4 2025 | Jan 22, 2026 |
| Petros Family Wealth, LLC | History | New | 73,981 | 4,621 | 3.08% | — | 1078 | +73,981 | New | Q4 2025 | Jan 14, 2026 |
| Severin Investments, LLC | History | Reduced | 73,944 | 4,619 | 4.08% | 4.1% | 1079 | -2,884 | -3.75% | Q4 2025 | Feb 09, 2026 |
| SAPIENT CAPITAL LLC | History | Added to | 73,231 | 4,598 | 0.06% | 0.02% | 1080 | +48,396 | 194.87% | Q4 2025 | Feb 05, 2026 |
| INNEALTA CAPITAL, LLC | History | Added to | 73,313 | 4,579 | 2.48% | 2.1% | 1081 | +3,218 | 4.59% | Q4 2025 | Jan 30, 2026 |
| Columbus Macro, LLC | History | Added to | 73,290 | 4,578 | 0.5% | 0.49% | 1082 | +1,199 | 1.66% | Q4 2025 | Jan 15, 2026 |
| Asset Allocation & Management Company, LLC | History | No change | 73,189 | 4,572 | 1.82% | 1.85% | 1083 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| LMCG INVESTMENTS, LLC | History | Added to | 73,066 | 4,564 | 0.26% | 0.26% | 1084 | +563 | 0.78% | Q4 2025 | Feb 03, 2026 |
| Prospera Financial Services Inc | History | Added to | 72,918 | 4,556 | 0.07% | 0.07% | 1085 | +5,386 | 7.98% | Q4 2025 | Feb 09, 2026 |
| Wilian Securities, LLC | History | New | 72,482 | 4,527 | 4.88% | — | 1086 | +72,482 | New | Q4 2025 | Feb 06, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | Reduced | 72,283 | 4,515 | 2.13% | 2.1% | 1087 | -552 | -0.76% | Q4 2025 | Feb 13, 2026 |
| STOCK YARDS BANK & TRUST CO | History | Added to | 72,246 | 4,513 | 0.14% | 0.13% | 1088 | +2,245 | 3.21% | Q4 2025 | Jan 21, 2026 |
| Capital Asset Managemnet, LLC | History | New | 72,217 | 4,511 | 5.0% | — | 1089 | +72,217 | New | Q4 2025 | Apr 07, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 72,106 | 4,504 | 0.02% | 0.02% | 1090 | -551 | -0.76% | Q4 2025 | Feb 12, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 72,015 | 4,498 | 0.85% | 0.89% | 1091 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Kastel Capital Advisors, LLC | History | New | 71,993 | 4,497 | 2.76% | — | 1092 | +71,993 | New | Q4 2025 | Feb 18, 2026 |
| Moors & Cabot, Inc. | History | Added to | 71,893 | 4,491 | 0.19% | 0.14% | 1093 | +18,762 | 35.31% | Q4 2025 | Feb 10, 2026 |
| Traction Financial Partners, LLC | History | Added to | 71,902 | 4,491 | 2.66% | 2.6% | 1094 | +1,706 | 2.43% | Q4 2025 | Jan 29, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 71,798 | 4,485 | 0.39% | 0.4% | 1095 | -4,702 | -6.15% | Q4 2025 | Jan 26, 2026 |
| Nabity-Jensen Investment Management Inc | History | Added to | 71,290 | 4,453 | 3.02% | 2.86% | 1096 | +2,502 | 3.64% | Q4 2025 | Jan 26, 2026 |
| SageView Advisory Group, LLC | History | Reduced | 71,264 | 4,451 | 0.15% | 0.15% | 1097 | -3,120 | -4.19% | Q4 2025 | Feb 17, 2026 |
| Red Tortoise LLC | History | Added to | 70,963 | 4,433 | 1.88% | 1.83% | 1098 | +697 | 0.99% | Q4 2025 | Jan 22, 2026 |
| Rockingstone Advisors LLC | History | Reduced | 70,974 | 4,433 | 2.02% | 2.1% | 1099 | -20 | -0.03% | Q4 2025 | Jan 28, 2026 |
| Greenspring Advisors, LLC | History | Added to | 70,717 | 4,417 | 0.27% | 0.07% | 1100 | +63,971 | 948.28% | Q4 2025 | Feb 10, 2026 |
| Visionary Wealth Advisors | History | Added to | 70,680 | 4,415 | 0.2% | 0.17% | 1101 | +8,384 | 13.46% | Q4 2025 | Feb 13, 2026 |
| Napier Financial, LLC | History | New | 70,392 | 4,397 | 1.1% | — | 1102 | +70,392 | New | Q4 2025 | Feb 11, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 70,372 | 4,396 | 0.33% | 0.32% | 1103 | +1,260 | 1.82% | Q4 2025 | Feb 13, 2026 |
| SVB WEALTH LLC | History | Reduced | 70,211 | 4,386 | 0.26% | 0.23% | 1104 | -1,398 | -1.95% | Q4 2025 | Feb 04, 2026 |
| Conservest Capital Advisors, Inc. | History | Added to | 69,997 | 4,372 | 0.39% | 0.38% | 1105 | +918 | 1.33% | Q4 2025 | Feb 12, 2026 |
| Baker Avenue Asset Management, LP | History | Added to | 69,976 | 4,371 | 0.1% | 0.1% | 1106 | +2,812 | 4.19% | Q4 2025 | Feb 10, 2026 |
| Barry Investment Advisors, LLC | History | Added to | 69,540 | 4,344 | 0.97% | 0.95% | 1107 | +479 | 0.69% | Q4 2025 | Feb 09, 2026 |
| SECURITY BENEFIT LIFE INSURANCE CO /KS/ | History | Reduced | 69,200 | 4,322 | 1.78% | 1.71% | 1108 | -1,600 | -2.26% | Q4 2025 | Feb 03, 2026 |
| WESBANCO BANK INC | History | Reduced | 68,825 | 4,299 | 0.12% | 0.15% | 1109 | -21,114 | -23.48% | Q4 2025 | Feb 03, 2026 |
| Andrews Advisory Associates, LLC | History | New | 68,537 | 4,281 | 2.28% | — | 1110 | +68,537 | New | Q4 2025 | Feb 18, 2026 |
| Renasant Bank | History | Reduced | 68,291 | 4,266 | 2.89% | 3.01% | 1111 | -10,784 | -13.64% | Q4 2025 | Jan 30, 2026 |
| VERITY Wealth Advisors | History | No change | 67,932 | 4,243 | 2.63% | 2.57% | 1112 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| BCGM Wealth Management, LLC | History | Reduced | 67,475 | 4,215 | 1.08% | 1.55% | 1113 | -32,007 | -32.17% | Q4 2025 | Jan 07, 2026 |
| M3 Wealth Management, LLC | History | New | 67,326 | 4,205 | 3.34% | — | 1115 | +67,326 | New | Q4 2025 | Feb 09, 2026 |
| Northstar Financial Companies, Inc. | History | Reduced | 67,326 | 4,205 | 3.35% | 3.79% | 1114 | -1,066 | -1.56% | Q4 2025 | Feb 09, 2026 |
| Luminvest Wealth Management LLC | History | Added to | 67,197 | 4,197 | 1.16% | 0.74% | 1116 | +29,453 | 78.03% | Q4 2025 | Jan 26, 2026 |
| PCM Encore, LLC | History | New | 67,034 | 4,187 | 0.89% | — | 1117 | +67,034 | New | Q4 2025 | Feb 13, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | New | 66,411 | 4,169 | 0.0% | — | 1118 | +66,411 | New | Q4 2025 | Feb 13, 2026 |
| CAMELOT TECHNOLOGY ADVISORS, INC. | History | Added to | 66,552 | 4,157 | 3.08% | 3.12% | 1119 | +1,017 | 1.55% | Q4 2025 | Jan 14, 2026 |
| Gold Investment Management Ltd. | History | No change | 66,513 | 4,155 | 1.33% | 1.34% | 1120 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Pine Harbor Wealth Management, LLC | History | Added to | 66,501 | 4,154 | 1.27% | 0.92% | 1121 | +18,684 | 39.07% | Q4 2025 | Jan 20, 2026 |
| OPINICUS CAPITAL, INC. | History | Reduced | 66,445 | 4,150 | 2.89% | 2.77% | 1122 | -190 | -0.29% | Q4 2025 | Feb 04, 2026 |
| Aegis Wealth Management LLC | History | Reduced | 66,276 | 4,140 | 2.34% | 2.19% | 1123 | -2,088 | -3.05% | Q4 2025 | Jan 14, 2026 |
| Sincerus Advisory, LLC | History | Added to | 66,239 | 4,137 | 3.33% | 3.33% | 1124 | +1,266 | 1.95% | Q4 2025 | Jan 08, 2026 |
| Van Cleef Asset Management,Inc | History | Reduced | 66,089 | 4,128 | 0.42% | 0.4% | 1125 | -325 | -0.49% | Q4 2025 | Feb 09, 2026 |
| BridgePort Financial Solutions, LLC | History | Reduced | 65,942 | 4,119 | 1.11% | 1.1% | 1126 | -2,459 | -3.59% | Q4 2025 | Jan 16, 2026 |
| DMKC Advisory Services, LLC | History | Added to | 65,793 | 4,110 | 1.8% | 1.84% | 1127 | +5,187 | 8.56% | Q4 2025 | Jan 30, 2026 |
| Monument Capital Management | History | Reduced | 65,587 | 4,097 | 1.02% | 1.0% | 1128 | -1,233 | -1.85% | Q4 2025 | Jan 26, 2026 |
| NESTEGG ADVISORS, INC. | History | Added to | 65,306 | 4,079 | 3.48% | 3.42% | 1129 | +946 | 1.47% | Q4 2025 | Jan 21, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | Reduced | 65,095 | 4,066 | 1.01% | 1.02% | 1131 | -1,025 | -1.55% | Q4 2025 | Jan 27, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 65,088 | 4,066 | 0.09% | 0.09% | 1130 | +603 | 0.94% | Q4 2025 | Jan 27, 2026 |
| Allodium Investment Consultants, LLC | History | Reduced | 64,487 | 4,028 | 2.04% | 2.22% | 1132 | -1,096 | -1.67% | Q4 2025 | Jan 14, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 64,390 | 4,022 | 0.24% | 0.23% | 1133 | +2,574 | 4.16% | Q4 2025 | Feb 10, 2026 |
| Cushing Capital Partners, LLC | History | Added to | 64,192 | 4,010 | 2.97% | 2.74% | 1134 | +5,759 | 9.86% | Q4 2025 | Jan 14, 2026 |
| Calydon Capital | History | New | 64,166 | 4,008 | 0.68% | — | 1135 | +64,166 | New | Q4 2025 | Feb 17, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Added to | 64,071 | 4,002 | 1.13% | 1.02% | 1136 | +969 | 1.54% | Q4 2025 | Jan 15, 2026 |
| Silver Coast Investments LLC | History | Reduced | 64,034 | 4,000 | 1.38% | 1.43% | 1137 | -5,371 | -7.74% | Q4 2025 | Jan 27, 2026 |
| Evanson Asset Management, LLC | History | Added to | 63,956 | 3,995 | 0.22% | 0.19% | 1138 | +6,774 | 11.85% | Q4 2025 | Jan 12, 2026 |
| PFG Advisors | History | Added to | 63,736 | 3,981 | 0.19% | 0.14% | 1139 | +7,583 | 13.5% | Q4 2025 | Jan 27, 2026 |
| Shepherd Financial Partners LLC | History | Reduced | 63,699 | 3,979 | 0.37% | 0.38% | 1140 | -2,517 | -3.8% | Q4 2025 | Feb 10, 2026 |
| Walker Financial Services, Inc. | History | Added to | 63,657 | 3,976 | 1.44% | 0.99% | 1141 | +21,023 | 49.31% | Q4 2025 | Jan 28, 2026 |
| CJM Wealth Advisers, Ltd. | History | Added to | 63,653 | 3,976 | 1.19% | 1.16% | 1142 | +604 | 0.96% | Q4 2025 | Jan 23, 2026 |
| Centerline Wealth Advisors, LLC | History | Reduced | 63,542 | 3,969 | 1.44% | 4.79% | 1143 | -119,942 | -65.37% | Q4 2025 | Jan 08, 2026 |
| Greystone Financial Group, LLC | History | Added to | 62,928 | 3,931 | 0.61% | 0.57% | 1144 | +1,092 | 1.77% | Q4 2025 | Jan 27, 2026 |
| STAR Financial Bank | History | Added to | 62,876 | 3,927 | 2.01% | 0.22% | 1145 | +56,709 | 919.56% | Q4 2025 | Feb 13, 2026 |
| WATERS PARKERSON & CO., LLC | History | Added to | 62,590 | 3,909 | 0.19% | 0.17% | 1146 | +4,504 | 7.75% | Q4 2025 | Feb 12, 2026 |
| Forum Financial Management, LP | History | Added to | 62,573 | 3,908 | 0.05% | 0.05% | 1147 | +478 | 0.77% | Q4 2025 | Jan 27, 2026 |
| PATTON FUND MANAGEMENT, INC. | History | Added to | 62,454 | 3,901 | 0.52% | 0.61% | 1148 | +6,235 | 11.09% | Q4 2025 | Jan 23, 2026 |
| Armbruster Capital Management, Inc. | History | Reduced | 62,336 | 3,894 | 0.65% | 0.64% | 1149 | -290 | -0.46% | Q4 2025 | Jan 23, 2026 |
| Berger Financial Group, Inc | History | Reduced | 62,296 | 3,891 | 0.23% | 0.22% | 1150 | -484 | -0.77% | Q4 2025 | Jan 27, 2026 |
| FFT WEALTH MANAGEMENT LLC | History | Reduced | 62,173 | 3,883 | 0.74% | 0.72% | 1151 | -3,547 | -5.4% | Q4 2025 | Feb 09, 2026 |
| KIRTLAND HILLS CAPITAL MANAGEMENT, LLC | History | Added to | 61,960 | 3,870 | 1.36% | 1.13% | 1153 | +14,143 | 29.58% | Q4 2025 | Feb 13, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | Reduced | 61,960 | 3,870 | 0.01% | 0.01% | 1152 | -8,000 | -11.44% | Q4 2025 | Feb 10, 2026 |
| Michael & Susan Dell Foundation | History | New | 61,900 | 3,866 | 0.13% | — | 1154 | +61,900 | New | Q4 2025 | Feb 17, 2026 |
| GC Wealth Management RIA, LLC | History | Reduced | 61,827 | 3,862 | 0.14% | 0.17% | 1155 | -22,414 | -26.61% | Q4 2025 | Jan 30, 2026 |
| Washington Trust Advisors, Inc. | History | Added to | 61,630 | 3,850 | 0.29% | 0.27% | 1156 | +2,142 | 3.6% | Q4 2025 | Feb 03, 2026 |
| Old Peak Finance LLC | History | New | 61,494 | 3,841 | 2.37% | — | 1157 | +61,494 | New | Q4 2025 | Feb 10, 2026 |
| Palatine Hill Wealth Management, LLC | History | New | 61,349 | 3,832 | 3.09% | — | 1158 | +61,349 | New | Q4 2025 | Feb 10, 2026 |
| Quartz Partners, LLC | History | Added to | 61,269 | 3,827 | 1.42% | 1.31% | 1159 | +1,048 | 1.74% | Q4 2025 | Feb 13, 2026 |
| One Day In July LLC | History | Reduced | 60,676 | 3,790 | 0.31% | 0.5% | 1160 | -37,471 | -38.18% | Q4 2025 | Feb 04, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | Reduced | 60,661 | 3,789 | 0.87% | 0.88% | 1161 | -244 | -0.4% | Q4 2025 | Jan 06, 2026 |
| WEALTHSPAN PARTNERS, LLC | History | Added to | 60,589 | 3,785 | 1.38% | 1.16% | 1162 | +9,796 | 19.29% | Q4 2025 | Jan 27, 2026 |
| BARRETT & COMPANY, INC. | History | Reduced | 60,490 | 3,778 | 1.26% | 1.27% | 1163 | -1,542 | -2.49% | Q4 2025 | Jan 28, 2026 |
| CogentBlue Wealth Advisors, LLC | History | Reduced | 60,409 | 3,773 | 2.57% | 2.56% | 1164 | -2,257 | -3.6% | Q4 2025 | Jan 16, 2026 |
| Pathfinder Wealth Consulting, Inc. | History | New | 60,358 | 3,770 | 2.38% | — | 1165 | +60,358 | New | Q4 2025 | Feb 09, 2026 |
| Legacy Edge Advisors, LLC | History | New | 60,314 | 3,767 | 0.41% | — | 1167 | +60,314 | New | Q4 2025 | Feb 02, 2026 |
| Essential Planning, LLC. | History | Added to | 60,308 | 3,767 | 1.2% | 0.91% | 1166 | +16,430 | 37.44% | Q4 2025 | Jan 15, 2026 |
| Charter Oak Capital Management, LLC | History | Added to | 60,103 | 3,754 | 0.29% | 0.28% | 1168 | +1,542 | 2.63% | Q4 2025 | Jan 23, 2026 |
| ROCKLAND TRUST CO | History | Added to | 59,982 | 3,747 | 0.15% | 0.14% | 1169 | +2,582 | 4.5% | Q4 2025 | Jan 15, 2026 |
| CHILTON INVESTMENT CO INC. | History | Reduced | 59,721 | 3,730 | 0.08% | 0.09% | 1170 | -13,865 | -18.84% | Q4 2025 | Feb 17, 2026 |
| Essex Bank | History | Added to | 59,469 | 3,715 | 0.81% | 0.79% | 1171 | +634 | 1.08% | Q4 2025 | Feb 02, 2026 |
| Gray Private Wealth, LLC | History | Reduced | 59,434 | 3,712 | 1.81% | 1.8% | 1172 | -68 | -0.11% | Q4 2025 | Feb 04, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 59,344 | 3,707 | 0.22% | 0.19% | 1173 | -552 | -0.92% | Q4 2025 | Feb 17, 2026 |
| Midwest Financial Partners Investments, Inc. | History | New | 59,135 | 3,694 | 2.05% | — | 1174 | +59,135 | New | Q4 2025 | Feb 06, 2026 |
| Elm Partners Management LLC | History | Added to | 59,046 | 3,688 | 0.17% | 0.16% | 1175 | +6,680 | 12.76% | Q4 2025 | Feb 10, 2026 |
| TPG Financial Advisors, LLC | History | Added to | 59,006 | 3,686 | 1.23% | 1.31% | 1176 | +278 | 0.47% | Q4 2025 | Feb 06, 2026 |
| WASHINGTON TRUST BANK | History | Added to | 58,645 | 3,663 | 0.26% | 0.26% | 1177 | +188 | 0.32% | Q4 2025 | Feb 04, 2026 |
| Pacific Park Financial, Inc. | History | New | 58,521 | 3,655 | 2.28% | — | 1178 | +58,521 | New | Q4 2025 | Jan 30, 2026 |
| PFC CAPITAL GROUP, INC. | History | Added to | 58,325 | 3,643 | 1.5% | 1.33% | 1179 | +5,674 | 10.78% | Q4 2025 | Feb 11, 2026 |
| Morling Financial Advisors, LLC | History | Added to | 58,266 | 3,639 | 1.14% | 1.15% | 1180 | +30 | 0.05% | Q4 2025 | Feb 06, 2026 |
| Wingate Wealth Advisors, Inc. | History | Added to | 58,143 | 3,632 | 2.03% | 2.27% | 1181 | +3,404 | 6.22% | Q4 2025 | Jan 28, 2026 |
| Alpine Bank Wealth Management | History | Reduced | 57,904 | 3,617 | 0.51% | 0.49% | 1182 | -615 | -1.05% | Q4 2025 | Jan 15, 2026 |
| Weinberger Asset Management, Inc | History | Reduced | 57,785 | 3,609 | 1.3% | 1.34% | 1183 | -3,820 | -6.2% | Q4 2025 | Feb 09, 2026 |
| Sageworth Trust Co of South Dakota | History | Added to | 57,612 | 3,599 | 2.94% | 2.01% | 1184 | +21,984 | 61.7% | Q4 2025 | Jan 30, 2026 |
| Lodestone Wealth Management LLC | History | Reduced | 57,589 | 3,597 | 1.46% | 1.58% | 1185 | -993 | -1.7% | Q4 2025 | Jan 15, 2026 |
| VERUS WEALTH MANAGEMENT, LLC | History | Reduced | 57,527 | 3,593 | 3.35% | 6.06% | 1186 | -50,910 | -46.95% | Q4 2025 | Jan 16, 2026 |
| NorthLanding Financial Partners, LLC | History | Added to | 57,345 | 3,582 | 2.88% | 2.85% | 1187 | +346 | 0.61% | Q4 2025 | Jan 26, 2026 |
| Greykasell Wealth Strategies, Inc. | History | Reduced | 56,968 | 3,558 | 1.4% | 1.46% | 1188 | -1,087 | -1.87% | Q4 2025 | Feb 11, 2026 |
| Firestone Capital Management | History | Added to | 56,796 | 3,548 | 0.75% | 0.73% | 1189 | +235 | 0.42% | Q4 2025 | Feb 09, 2026 |
| Cove Private Wealth, LLC | History | No change | 56,475 | 3,527 | 1.05% | 1.07% | 1190 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Archvest Wealth Advisors, Inc. | History | Added to | 56,456 | 3,526 | 2.25% | 2.71% | 1191 | +5,348 | 10.46% | Q4 2025 | Feb 13, 2026 |
| LPWM LLC | History | Added to | 56,433 | 3,525 | 0.89% | 0.86% | 1192 | +2,556 | 4.74% | Q4 2025 | Jan 06, 2026 |
| Vivaldi Capital Management LP | History | Reduced | 56,310 | 3,517 | 0.48% | 0.51% | 1193 | -4,443 | -7.31% | Q4 2025 | Feb 13, 2026 |
| ETF Portfolio Partners, Inc. | History | Reduced | 56,272 | 3,515 | 0.91% | 0.9% | 1194 | -208 | -0.37% | Q4 2025 | Jan 20, 2026 |
| WORLD EQUITY GROUP, INC. | History | Reduced | 56,054 | 3,501 | 0.98% | 0.77% | 1195 | -464 | -0.82% | Q4 2025 | Jan 12, 2026 |
| RKL Wealth Management LLC | History | Added to | 56,042 | 3,500 | 0.29% | 0.28% | 1196 | +653 | 1.18% | Q4 2025 | Feb 12, 2026 |
| FAMILY WEALTH PARTNERS, LLC | History | Reduced | 55,842 | 3,488 | 1.26% | 1.26% | 1197 | -53 | -0.09% | Q4 2025 | Jan 14, 2026 |
| Archer Investment Corp | History | Reduced | 55,734 | 3,481 | 0.79% | 0.92% | 1198 | -12,586 | -18.42% | Q4 2025 | Jan 30, 2026 |
| Midwestern Financial, LLC /IA | History | Added to | 55,729 | 3,481 | 2.88% | 2.71% | 1199 | +2,987 | 5.66% | Q4 2025 | Feb 06, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Added to | 55,709 | 3,480 | 0.05% | 0.04% | 1200 | +6,615 | 13.47% | Q4 2025 | Jan 22, 2026 |
| General Partner, Inc. | History | No change | 55,579 | 3,472 | 1.97% | 1.83% | 1201 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| JT Stratford LLC | History | Reduced | 55,569 | 3,471 | 0.45% | 0.71% | 1202 | -33,259 | -37.44% | Q4 2025 | Feb 12, 2026 |
| Legacy Financial Advisors, Inc. | History | Added to | 55,555 | 3,470 | 0.48% | 0.46% | 1203 | +59 | 0.11% | Q4 2025 | Feb 04, 2026 |
| High Note Wealth, LLC | History | Added to | 55,500 | 3,467 | 0.68% | 0.42% | 1204 | +20,327 | 57.79% | Q4 2025 | Feb 05, 2026 |
| BIRCH FINANCIAL GROUP, LLC | History | Added to | 55,490 | 3,466 | 1.98% | 1.9% | 1205 | +1,523 | 2.82% | Q4 2025 | Jan 15, 2026 |
| Montecito Bank & Trust | History | Added to | 55,288 | 3,453 | 0.55% | 0.48% | 1206 | +3,353 | 6.46% | Q4 2025 | Jan 09, 2026 |
| RTD Financial Advisors, Inc. | History | Reduced | 55,222 | 3,449 | 0.42% | 0.44% | 1207 | -6,393 | -10.38% | Q4 2025 | Jan 27, 2026 |
| Perennial Advisors, LLC | History | Added to | 55,069 | 3,440 | 0.58% | 0.47% | 1208 | +9,480 | 20.79% | Q4 2025 | Jan 12, 2026 |
| LM Advisors LLC | History | Reduced | 214 | 3,425 | 0.06% | 0.03% | 1209 | -3,211 | -93.75% | Q4 2025 | Feb 13, 2026 |
| CITY HOLDING CO | History | Added to | 54,777 | 3,421 | 0.42% | 0.33% | 1210 | +10,479 | 23.66% | Q4 2025 | Jan 22, 2026 |
| Frankly Finances, LLC | History | New | 54,541 | 3,407 | 2.96% | — | 1211 | +54,541 | New | Q4 2025 | Jan 26, 2026 |
| Joel Isaacson & Co., LLC | History | Added to | 54,494 | 3,404 | 0.11% | 0.09% | 1212 | +13,630 | 33.35% | Q4 2025 | Jan 30, 2026 |
| Western Wealth Management, LLC | History | Added to | 54,465 | 3,402 | 0.16% | 0.17% | 1213 | +1,906 | 3.63% | Q4 2025 | Feb 05, 2026 |
| PEOPLES BANK /OH | History | Reduced | 54,447 | 3,401 | 2.11% | 2.07% | 1214 | -1,842 | -3.27% | Q4 2025 | Jan 29, 2026 |
| JDM Financial Group LLC | History | Reduced | 53,787 | 3,360 | 1.3% | 1.38% | 1215 | -1,095 | -2.0% | Q4 2025 | Feb 02, 2026 |
| Manchester Capital Management LLC | History | Added to | 53,766 | 3,358 | 0.46% | 0.43% | 1216 | +1,122 | 2.13% | Q4 2025 | Feb 11, 2026 |
| OAK HARBOR WEALTH PARTNERS, LLC | History | Added to | 53,696 | 3,354 | 0.81% | 0.6% | 1217 | +13,184 | 32.54% | Q4 2025 | Feb 02, 2026 |
| Uptown Financial Advisors LLC | History | Added to | 53,599 | 3,348 | 2.4% | 2.55% | 1218 | +1,877 | 3.63% | Q4 2025 | Jan 23, 2026 |
| BTC Capital Management, Inc. | History | No change | 53,551 | 3,345 | 0.23% | 0.22% | 1219 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Hutchens & Kramer Investment Management Group, LLC | History | Added to | 53,527 | 3,343 | 1.15% | 1.22% | 1220 | +1,629 | 3.14% | Q4 2025 | Jan 08, 2026 |
| BEACON FINANCIAL GROUP | History | New | 53,347 | 3,332 | 0.33% | — | 1221 | +53,347 | New | Q4 2025 | Apr 01, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 53,234 | 3,325 | 0.17% | 0.17% | 1222 | +1,408 | 2.72% | Q4 2025 | Feb 05, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Added to | 53,182 | 3,322 | 1.18% | 1.13% | 1223 | +719 | 1.37% | Q4 2025 | Jan 09, 2026 |
| Guardian Asset Advisors, LLC | History | Added to | 53,171 | 3,321 | 1.73% | 1.7% | 1224 | +395 | 0.75% | Q4 2025 | Jan 29, 2026 |
| Venture Visionary Partners LLC | History | Added to | 52,673 | 3,290 | 0.11% | 0.09% | 1225 | +7,747 | 17.24% | Q4 2025 | Feb 13, 2026 |
| SHRIER WEALTH MANAGEMENT, LLC | History | New | 52,472 | 3,277 | 1.29% | — | 1226 | +52,472 | New | Q4 2025 | Jan 15, 2026 |
| Maltin Wealth Management, Inc. | History | Added to | 52,226 | 3,262 | 1.3% | 1.26% | 1227 | +1,640 | 3.24% | Q4 2025 | Jan 15, 2026 |
| Prospera Capital Management, LLC | History | Added to | 51,675 | 3,228 | 1.63% | 1.47% | 1228 | +758 | 1.49% | Q4 2025 | Jan 20, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Added to | 51,605 | 3,224 | 0.01% | 0.0% | 1229 | +22,566 | 77.71% | Q4 2025 | Feb 17, 2026 |
| Baron Wealth Management LLC | History | Added to | 51,555 | 3,220 | 0.99% | 1.01% | 1230 | +437 | 0.85% | Q4 2025 | Jan 14, 2026 |
| Capital Group Private Client Services, Inc. | History | Added to | 51,533 | 3,219 | 0.05% | 0.04% | 1231 | +10,003 | 24.09% | Q4 2025 | Feb 11, 2026 |
| E&G Advisors, LP | History | Added to | 51,522 | 3,218 | 0.72% | 0.64% | 1232 | +5,947 | 13.05% | Q4 2025 | Jan 23, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 51,377 | 3,209 | 0.02% | 0.02% | 1233 | +1,465 | 2.94% | Q4 2025 | Feb 12, 2026 |
| Southland Equity Partners LLC | History | Added to | 51,005 | 3,186 | 0.63% | 0.6% | 1234 | +1,735 | 3.52% | Q4 2025 | Jan 14, 2026 |
| Shepherd Street Advisors LLC | History | New | 50,854 | 3,176 | 3.05% | — | 1235 | +50,854 | New | Q4 2025 | Feb 10, 2026 |
| Roehl & Yi Investment Advisors, LLC | History | New | 108,490 | 3,170 | 1.26% | — | 1236 | +108,490 | New | Q4 2025 | Feb 17, 2026 |
| Covestor Ltd | History | Added to | 50,724 | 3,169 | 1.66% | 1.6% | 1238 | +2,341 | 4.84% | Q4 2025 | Feb 06, 2026 |
| BOSTON FAMILY OFFICE LLC | History | Reduced | 50,725 | 3,169 | 0.2% | 0.2% | 1237 | -410 | -0.8% | Q4 2025 | Feb 13, 2026 |
| UNIQUE WEALTH, LLC | History | Reduced | 50,601 | 3,161 | 0.44% | 0.45% | 1239 | -805 | -1.57% | Q4 2025 | Jan 06, 2026 |
| Clarion Wealth Managment Partners, LLC | History | Reduced | 50,418 | 3,149 | 2.91% | 3.2% | 1240 | -3,627 | -6.71% | Q4 2025 | Feb 05, 2026 |
| BancFirst Trust & Investment Management | History | Reduced | 50,138 | 3,148 | 1.3% | 1.18% | 1241 | -1,685 | -3.25% | Q4 2025 | Jan 05, 2026 |
| Sowell Financial Services LLC | History | Added to | 50,022 | 3,124 | 0.11% | 0.11% | 1242 | +2,004 | 4.17% | Q4 2025 | Jan 21, 2026 |
| Magnus Financial Group LLC | History | Added to | 49,854 | 3,114 | 0.24% | 0.22% | 1243 | +4,322 | 9.49% | Q4 2025 | Jan 07, 2026 |
| Texas Yale Capital Corp. | History | Added to | 49,827 | 3,112 | 0.09% | 0.09% | 1244 | +1,450 | 3.0% | Q4 2025 | Feb 10, 2026 |
| N.E.W. Advisory Services LLC | History | Reduced | 49,754 | 3,108 | 0.23% | 0.28% | 1245 | -2,918 | -5.54% | Q4 2025 | Jan 28, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 49,694 | 3,104 | 0.03% | 0.02% | 1246 | +25,083 | 101.92% | Q4 2025 | Feb 06, 2026 |
| WealthNavi Inc. | History | Added to | 49,538,873 | 3,094 | 27.34% | 27.09% | 1247 | +741,263 | 1.52% | Q4 2025 | Jan 15, 2026 |
| LGL PARTNERS, LLC | History | Added to | 48,826 | 3,050 | 1.3% | 1.23% | 1248 | +803 | 1.67% | Q4 2025 | Feb 09, 2026 |
| BAYBAN | History | New | 48,821 | 3,049 | 2.7% | — | 1249 | +48,821 | New | Q4 2025 | Mar 05, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | Added to | 48,792 | 3,048 | 0.17% | 0.15% | 1250 | +4,730 | 10.73% | Q4 2025 | Feb 13, 2026 |
| Carr Financial Group Corp | History | Added to | 48,798 | 3,048 | 0.81% | 0.74% | 1251 | +3,576 | 7.91% | Q4 2025 | Jan 09, 2026 |
| GUIDANCE CAPITAL, INC | History | Added to | 46,249 | 3,022 | 0.74% | 0.72% | 1252 | +1,065 | 2.36% | Q4 2025 | Jan 23, 2026 |
| Riverview Trust Co | History | No change | 48,354 | 3,020 | 3.64% | 3.5% | 1253 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Sherman Wealth Management LLC | History | New | 48,096 | 3,004 | 2.61% | — | 1255 | +48,096 | New | Q4 2025 | Jan 15, 2026 |
| CASTLE WEALTH MANAGEMENT LLC | History | Reduced | 48,099 | 3,004 | 1.0% | 0.99% | 1254 | -860 | -1.76% | Q4 2025 | Jan 22, 2026 |
| Canal Capital Management, LLC | History | Added to | 48,069 | 3,002 | 0.43% | 0.39% | 1256 | +4,737 | 10.93% | Q4 2025 | Jan 06, 2026 |
| Global Endowment Management, LP | History | No change | 48,000 | 2,999 | 0.37% | 0.36% | 1257 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Whipplewood Advisors, LLC | History | Reduced | 47,958 | 2,995 | 1.92% | 1.92% | 1258 | -876 | -1.79% | Q4 2025 | Feb 17, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | New | 47,859 | 2,989 | 0.4% | — | 1259 | +47,859 | New | Q4 2025 | Feb 04, 2026 |
| Soltis Investment Advisors LLC | History | Reduced | 47,609 | 2,974 | 0.2% | 0.2% | 1260 | -1,711 | -3.47% | Q4 2025 | Apr 02, 2026 |
| RiverFront Investment Group, LLC | History | Reduced | 47,203 | 2,948 | 0.05% | 0.06% | 1261 | -8,182 | -14.77% | Q4 2025 | Feb 05, 2026 |
| Trek Financial, LLC | History | Reduced | 46,811 | 2,924 | 0.17% | 0.17% | 1262 | -1,858 | -3.82% | Q4 2025 | Feb 04, 2026 |
| Note Advisors, LLC | History | Reduced | 44,901 | 2,919 | 1.5% | 1.63% | 1263 | -800 | -1.75% | Q4 2025 | Feb 18, 2026 |
| WAYSTONE ADVISORS LLC | History | New | 46,671 | 2,915 | 2.5% | — | 1264 | +46,671 | New | Q4 2025 | Feb 09, 2026 |
| HMV Wealth Advisors, LLC | History | Reduced | 46,470 | 2,902 | 1.45% | 1.55% | 1265 | -510 | -1.09% | Q4 2025 | Jan 20, 2026 |
| Jefferson Bridge Capital, LLC | History | New | 46,375 | 2,897 | 2.92% | — | 1266 | +46,375 | New | Q4 2025 | Jan 21, 2026 |
| Arbor Wealth Advisors LLC | History | Added to | 46,316 | 2,893 | 2.06% | 2.03% | 1267 | +1,015 | 2.24% | Q4 2025 | Jan 12, 2026 |
| Compass Ion Advisors, LLC | History | Reduced | 46,275 | 2,890 | 0.28% | 0.27% | 1268 | -99 | -0.21% | Q4 2025 | Jan 29, 2026 |
| WATERSHED PRIVATE WEALTH LLC | History | Reduced | 46,214 | 2,886 | 0.87% | 0.88% | 1269 | -145 | -0.31% | Q4 2025 | Jan 23, 2026 |
| Private Wealth Asset Management, LLC | History | Added to | 46,184 | 2,885 | 0.31% | 0.32% | 1270 | +1,375 | 3.07% | Q4 2025 | Feb 10, 2026 |
| Thrive Wealth Management, LLC | History | Reduced | 46,167 | 2,884 | 0.42% | 0.42% | 1271 | -542 | -1.16% | Q4 2025 | Jan 12, 2026 |
| SPINNAKER TRUST | History | Added to | 46,156 | 2,883 | 0.15% | 0.11% | 1272 | +13,803 | 42.66% | Q4 2025 | Feb 10, 2026 |
| Archford Capital Strategies, LLC | History | Added to | 46,132 | 2,881 | 0.34% | 0.33% | 1273 | +305 | 0.67% | Q4 2025 | Jan 15, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 46,042 | 2,876 | 0.02% | 0.02% | 1274 | -8,649 | -15.81% | Q4 2025 | Jan 12, 2026 |
| WINCAP FINANCIAL LLC | History | Reduced | 46,021 | 2,874 | 1.97% | 5.54% | 1275 | -87,904 | -65.64% | Q4 2025 | Jan 14, 2026 |
| Clear Retirement Advice LLC | History | New | 42,956 | 2,869 | 2.23% | — | 1276 | +42,956 | New | Q4 2025 | Feb 24, 2026 |
| StoneX Group Inc. | History | Added to | 45,841 | 2,863 | 0.12% | 0.11% | 1277 | +3,511 | 8.29% | Q4 2025 | Feb 12, 2026 |
| Diversified Portfolios, Inc. | History | Reduced | 45,823 | 2,862 | 0.24% | 0.24% | 1278 | -254 | -0.55% | Q4 2025 | Feb 09, 2026 |
| Simplicity Wealth,LLC | History | Added to | 45,649 | 2,851 | 0.17% | 0.14% | 1279 | +4,247 | 10.26% | Q4 2025 | Jan 30, 2026 |
| KLCM Advisors, Inc. | History | New | 45,581 | 2,847 | 0.24% | — | 1280 | +45,581 | New | Q4 2025 | Feb 04, 2026 |
| Acorn Wealth Advisors, LLC | History | Added to | 45,574 | 2,847 | 0.85% | 0.84% | 1281 | +666 | 1.48% | Q4 2025 | Feb 10, 2026 |
| Avantax Planning Partners, Inc. | History | Reduced | 45,243 | 2,826 | 0.08% | 0.08% | 1282 | -1,159 | -2.5% | Q4 2025 | Feb 05, 2026 |
| Neuberger Berman Group LLC | History | Added to | 45,213 | 2,824 | 0.0% | 0.0% | 1283 | +5,307 | 13.3% | Q4 2025 | Feb 13, 2026 |
| VestGen Investment Management | History | Reduced | 45,183 | 2,822 | 1.56% | 1.77% | 1284 | -4,037 | -8.2% | Q4 2025 | Feb 18, 2026 |
| C2C Wealth Management, LLC | History | Reduced | 44,891 | 2,804 | 2.36% | 2.37% | 1285 | -1,176 | -2.55% | Q4 2025 | Jan 21, 2026 |
| GREENLEAF TRUST | History | Reduced | 44,541 | 2,782 | 0.03% | 0.02% | 1286 | -202 | -0.45% | Q4 2025 | Jan 21, 2026 |
| SOL Capital Management CO | History | No change | 44,455 | 2,777 | 0.25% | 0.24% | 1287 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Blue Trust, Inc. | History | Added to | 44,323 | 2,768 | 0.03% | 0.03% | 1288 | +6,255 | 16.43% | Q4 2025 | Jan 16, 2026 |
| AMG National Trust Bank | History | Added to | 44,190 | 2,760 | 0.06% | 0.06% | 1289 | +457 | 1.04% | Q4 2025 | Jan 30, 2026 |
| Strategic Financial Planning, Inc. | History | Reduced | 44,199 | 2,760 | 1.57% | 1.54% | 1290 | -40 | -0.09% | Q4 2025 | Feb 17, 2026 |
| Planning Project LLC | History | New | 44,038 | 2,751 | 0.69% | — | 1291 | +44,038 | New | Q4 2025 | Feb 12, 2026 |
| Upper Left Wealth Management, LLC | History | Added to | 43,986 | 2,747 | 1.67% | 1.63% | 1292 | +736 | 1.7% | Q4 2025 | Jan 22, 2026 |
| BARCLAYS PLC | History | Reduced | 43,712 | 2,730 | 0.0% | 0.0% | 1293 | -1,024 | -2.29% | Q4 2025 | Feb 13, 2026 |
| Holos Integrated Wealth LLC | History | Reduced | 43,177 | 2,728 | 1.52% | 1.56% | 1294 | -1,694 | -3.78% | Q4 2025 | Jan 05, 2026 |
| DB Fitzpatrick & Co, Inc | History | Added to | 43,635 | 2,725 | 2.42% | 1.93% | 1295 | +8,065 | 22.67% | Q4 2025 | Jan 15, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | Reduced | 43,581 | 2,722 | 0.92% | 0.96% | 1296 | -1,001 | -2.25% | Q4 2025 | Jan 20, 2026 |
| FULTON BANK, N.A. | History | Added to | 43,403 | 2,711 | 0.09% | 0.08% | 1297 | +4,355 | 11.15% | Q4 2025 | Jan 08, 2026 |
| Falcon Wealth Planning | History | Reduced | 43,370 | 2,709 | 0.23% | 0.24% | 1298 | -1,507 | -3.36% | Q4 2025 | Feb 03, 2026 |
| INSPIRION WEALTH ADVISORS, LLC | History | Added to | 43,169 | 2,696 | 0.33% | 0.22% | 1299 | +13,332 | 44.68% | Q4 2025 | Jan 09, 2026 |
| Indivisible Partners | History | New | 42,990 | 2,679 | 0.29% | — | 1301 | +42,990 | New | Q4 2025 | Feb 03, 2026 |
| GS Investments, Inc. | History | Added to | 42,900 | 2,679 | 1.46% | 1.11% | 1300 | +5,330 | 14.19% | Q4 2025 | Feb 09, 2026 |
| HANCOCK WHITNEY CORP | History | Reduced | 42,847 | 2,676 | 0.05% | 0.06% | 1302 | -13,931 | -24.54% | Q4 2025 | Feb 17, 2026 |
| SHP Wealth Management | History | New | 42,803 | 2,674 | 0.21% | — | 1303 | +42,803 | New | Q4 2025 | Mar 04, 2026 |
| TICINO WEALTH | History | New | 42,777 | 2,672 | 0.99% | — | 1304 | +42,777 | New | Q4 2025 | Jan 27, 2026 |
| PCA Investment Advisory Services Inc. | History | Added to | 42,619 | 2,662 | 0.93% | 0.78% | 1305 | +7,633 | 21.82% | Q4 2025 | Feb 10, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 42,610 | 2,661 | 0.08% | 0.09% | 1306 | -1,283 | -2.92% | Q4 2025 | Feb 13, 2026 |
| Global Wealth Management Investment Advisory, Inc. | History | Added to | 42,537 | 2,657 | 0.43% | 0.42% | 1307 | +391 | 0.93% | Q4 2025 | Feb 04, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Reduced | 42,413 | 2,649 | 0.32% | 0.33% | 1308 | -1,174 | -2.69% | Q4 2025 | Jan 26, 2026 |
| Birchwood Financial Partners, Inc. | History | New | 42,110 | 2,630 | 2.61% | — | 1309 | +42,110 | New | Q4 2025 | Feb 19, 2026 |
| BAHL & GAYNOR INC | History | Added to | 41,813 | 2,612 | 0.01% | 0.01% | 1310 | +8,898 | 27.03% | Q4 2025 | Feb 12, 2026 |
| Asset Dedication, LLC | History | Added to | 41,767 | 2,609 | 0.17% | 0.17% | 1311 | +174 | 0.42% | Q4 2025 | Jan 26, 2026 |
| Creegan & Nassoura Financial Group, LLC | History | Reduced | 41,753 | 2,608 | 1.69% | 1.67% | 1312 | -1,315 | -3.05% | Q4 2025 | Feb 17, 2026 |
| Retirement Investment Advisors, Inc. | History | Reduced | 41,663 | 2,602 | 0.21% | 0.21% | 1313 | -550 | -1.3% | Q4 2025 | Jan 21, 2026 |
| Bison Wealth, LLC | History | New | 41,928 | 2,601 | 0.29% | — | 1314 | +41,928 | New | Q4 2025 | Mar 24, 2026 |
| Stone Wealth Partners | History | New | 41,504 | 2,592 | 2.31% | — | 1315 | +41,504 | New | Q4 2025 | Feb 24, 2026 |
| Colonial Trust Co / SC | History | No change | 41,435 | 2,588 | 0.35% | 0.33% | 1316 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| BUFFALO BUSINESS & ESTATE SERVICES LTD | History | New | 41,255 | 2,577 | 0.37% | — | 1317 | +41,255 | New | Q4 2025 | Jan 21, 2026 |
| LARCH CAPITAL PARTNERS LLC | History | New | 41,141 | 2,570 | 0.35% | — | 1318 | +41,141 | New | Q4 2025 | Feb 20, 2026 |
| Orcam Financial Group | History | Added to | 41,135 | 2,569 | 1.93% | 1.95% | 1319 | +787 | 1.95% | Q4 2025 | Feb 06, 2026 |
| M3 Advisory Group, LLC | History | Added to | 40,776 | 2,547 | 1.55% | 1.52% | 1320 | +68 | 0.17% | Q4 2025 | Jan 16, 2026 |
| RIVERCHASE WEALTH MANAGEMENT, LLC | History | No change | 40,613 | 2,537 | 1.38% | 1.38% | 1321 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| APPLETON PARTNERS INC/MA | History | Reduced | 40,550 | 2,533 | 0.17% | 0.17% | 1322 | -1,117 | -2.68% | Q4 2025 | Jan 09, 2026 |
| Connecticut Capital Management Group, LLC | History | New | 40,343 | 2,520 | 2.41% | — | 1323 | +40,343 | New | Q4 2025 | Feb 09, 2026 |
| Benchmark Financial, LLC | History | New | 40,073 | 2,503 | 2.49% | — | 1324 | +40,073 | New | Q4 2025 | Jan 27, 2026 |
| Aquire Wealth Advisors, LLC | History | Reduced | 40,036 | 2,501 | 0.65% | 0.61% | 1325 | -1,108 | -2.69% | Q4 2025 | Jan 07, 2026 |
| Allen Capital Group, LLC | History | Added to | 39,918 | 2,493 | 0.23% | 0.23% | 1326 | +90 | 0.23% | Q4 2025 | Feb 09, 2026 |
| Solstein Capital, LLC | History | New | 39,626 | 2,475 | 0.99% | — | 1327 | +39,626 | New | Q4 2025 | Feb 13, 2026 |
| DGS Capital Management, LLC | History | Added to | 39,630 | 2,475 | 0.42% | 0.42% | 1328 | +762 | 1.96% | Q4 2025 | Feb 24, 2026 |
| Comprehensive Money Management Services LLC | History | Reduced | 39,629 | 2,475 | 1.71% | 1.7% | 1329 | -373 | -0.93% | Q4 2025 | Jan 22, 2026 |
| Private Wealth Management Group, LLC | History | Reduced | 39,610 | 2,474 | 0.66% | 0.69% | 1330 | -1,986 | -4.77% | Q4 2025 | Jan 23, 2026 |
| SeaCrest Wealth Management, LLC | History | Reduced | 38,674 | 2,470 | 0.25% | 0.27% | 1331 | -2,871 | -6.91% | Q4 2025 | Jan 12, 2026 |
| XTX Topco Ltd | History | Added to | 39,538 | 2,469 | 0.06% | 0.07% | 1333 | +16,833 | 74.14% | Q4 2025 | Feb 17, 2026 |
| OneAscent Financial Services LLC | History | Added to | 39,529 | 2,469 | 0.23% | 0.25% | 1332 | +4,977 | 14.4% | Q4 2025 | Feb 11, 2026 |
| Ironwood Investment Counsel, LLC | History | Reduced | 39,522 | 2,468 | 0.34% | 0.36% | 1334 | -1,744 | -4.23% | Q4 2025 | Feb 06, 2026 |
| Bangor Savings Bank | History | Reduced | 39,496 | 2,467 | 0.2% | 0.21% | 1335 | -1,589 | -3.87% | Q4 2025 | Jan 16, 2026 |
| Sherry Group, Inc. | History | New | 39,115 | 2,456 | 2.57% | — | 1336 | +39,115 | New | Q4 2025 | Feb 05, 2026 |
| DELTA FINANCIAL ADVISORS LLC | History | Added to | 39,256 | 2,452 | 0.64% | 0.63% | 1337 | +1,772 | 4.73% | Q4 2025 | Feb 06, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 39,127 | 2,444 | 0.0% | 0.0% | 1338 | -137 | -0.35% | Q4 2025 | Feb 13, 2026 |
| Aureus Asset Management, LLC | History | Added to | 39,065 | 2,440 | 0.16% | 0.15% | 1339 | +510 | 1.32% | Q4 2025 | Feb 17, 2026 |
| Inscription Capital, LLC | History | Added to | 38,999 | 2,436 | 0.25% | 0.19% | 1340 | +8,872 | 29.45% | Q4 2025 | Jan 29, 2026 |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | History | Added to | 38,827 | 2,425 | 0.35% | 0.3% | 1341 | +4,418 | 12.84% | Q4 2025 | Feb 06, 2026 |
| Family CFO Inc | History | Added to | 38,811 | 2,424 | 1.08% | 1.07% | 1342 | +1 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Rothschild Capital Partners, LLC | History | Added to | 38,797 | 2,423 | 0.57% | 0.41% | 1343 | +9,484 | 32.35% | Q4 2025 | Feb 17, 2026 |
| Cyndeo Wealth Partners, LLC | History | Reduced | 38,732 | 2,419 | 0.13% | 0.13% | 1344 | -412 | -1.05% | Q4 2025 | Jan 07, 2026 |
| Parsonex Advisory Services, Inc. | History | Added to | 38,703 | 2,417 | 1.54% | 1.55% | 1345 | +731 | 1.93% | Q4 2025 | Feb 12, 2026 |
| Kennebec Savings Bank | History | Reduced | 38,665 | 2,415 | 2.09% | 2.12% | 1346 | -249 | -0.64% | Q4 2025 | Jan 22, 2026 |
| Clientfirst Wealth Management, LLC | History | Reduced | 38,474 | 2,403 | 1.93% | 1.87% | 1347 | -438 | -1.13% | Q4 2025 | Feb 06, 2026 |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | History | Added to | 38,459 | 2,402 | 0.08% | 0.07% | 1348 | +3,033 | 8.56% | Q4 2025 | Feb 11, 2026 |
| VIEWPOINT INVESTMENT PARTNERS CORP | History | Reduced | 38,461 | 2,402 | 1.14% | 1.21% | 1349 | -312 | -0.8% | Q4 2025 | Jan 29, 2026 |
| DAVIDSON TRUST CO | History | Added to | 38,386 | 2,397 | 1.0% | 0.81% | 1350 | +5,435 | 16.49% | Q4 2025 | Jan 27, 2026 |
| IFC Advisors LLC | History | No change | 38,200 | 2,386 | 0.35% | 0.42% | 1351 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | Reduced | 38,177 | 2,384 | 0.27% | 0.26% | 1352 | -142 | -0.37% | Q4 2025 | Jan 22, 2026 |
| Old North State Trust, LLC | History | New | 38,065 | 2,378 | 1.41% | — | 1353 | +38,065 | New | Q4 2025 | Mar 24, 2026 |
| Larson Financial Group LLC | History | Added to | 38,045 | 2,376 | 0.08% | 0.07% | 1354 | +2,825 | 8.02% | Q4 2025 | Feb 06, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 38,027 | 2,375 | 0.11% | 0.1% | 1355 | -463 | -1.2% | Q4 2025 | Jan 21, 2026 |
| LongView Wealth Management | History | Reduced | 36,358 | 2,360 | 0.57% | 0.64% | 1356 | -3,295 | -8.31% | Q4 2025 | Jan 13, 2026 |
| Adirondack Capital Advisors, LLC | History | New | 37,642 | 2,351 | 1.58% | — | 1357 | +37,642 | New | Q4 2025 | Feb 03, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 37,550 | 2,346 | 0.11% | 0.12% | 1358 | -5,156 | -12.07% | Q4 2025 | Feb 13, 2026 |
| MONTAG A & ASSOCIATES INC | History | Added to | 37,481 | 2,341 | 0.11% | 0.03% | 1359 | +26,980 | 256.93% | Q4 2025 | Feb 02, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | Reduced | 37,477 | 2,341 | 0.23% | 0.23% | 1360 | -581 | -1.53% | Q4 2025 | Jan 20, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Added to | 37,310 | 2,330 | 0.29% | 0.21% | 1361 | +11,730 | 45.86% | Q4 2025 | Jan 15, 2026 |
| Atlas Legacy Advisors, LLC | History | Added to | 37,242 | 2,326 | 0.41% | 0.36% | 1362 | +6,121 | 19.67% | Q4 2025 | Jan 29, 2026 |
| DV Trading LLC | History | New | 37,214 | 2,324 | 0.07% | — | 1363 | +37,214 | New | Q4 2025 | Feb 17, 2026 |
| Cogent Private Wealth, Inc. | History | New | 37,199 | 2,323 | 1.77% | — | 1364 | +37,199 | New | Q4 2025 | Feb 10, 2026 |
| Sage Capital Advisors,llc | History | Added to | 37,149 | 2,320 | 0.55% | 0.5% | 1365 | +2,296 | 6.59% | Q4 2025 | Jan 06, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 37,100 | 2,317 | 0.0% | 0.0% | 1366 | -25,118 | -40.37% | Q4 2025 | Feb 17, 2026 |
| BBR PARTNERS, LLC | History | Added to | 37,057 | 2,314 | 0.12% | 0.12% | 1367 | +2,206 | 6.33% | Q4 2025 | Feb 11, 2026 |
| Gryphon Financial Partners LLC | History | Added to | 36,960 | 2,308 | 0.25% | 0.24% | 1368 | +1,333 | 3.74% | Q4 2025 | Jan 08, 2026 |
| One Wealth Advisors, LLC | History | Reduced | 33,459 | 2,298 | 0.28% | 0.32% | 1369 | -9,199 | -21.56% | Q4 2025 | Feb 02, 2026 |
| L & S Advisors Inc | History | Added to | 36,785 | 2,297 | 0.21% | 0.21% | 1370 | +398 | 1.09% | Q4 2025 | Feb 05, 2026 |
| Lynx Investment Advisory | History | Added to | 36,624 | 2,287 | 1.25% | 1.21% | 1371 | +2,912 | 8.64% | Q4 2025 | Feb 05, 2026 |
| First National Advisers, LLC | History | Reduced | 36,400 | 2,273 | 0.31% | 0.32% | 1372 | -3,332 | -8.39% | Q4 2025 | Feb 04, 2026 |
| MCF Advisors LLC | History | Added to | 36,271 | 2,265 | 0.13% | 0.01% | 1374 | +34,618 | 2094.25% | Q4 2025 | Feb 11, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Reduced | 36,267 | 2,265 | 0.33% | 0.33% | 1373 | -84 | -0.23% | Q4 2025 | Feb 09, 2026 |
| RCS Financial Planning, LLC | History | Added to | 36,184 | 2,260 | 0.97% | 0.88% | 1375 | +3,148 | 9.53% | Q4 2025 | Jan 15, 2026 |
| United Community Bank | History | Added to | 36,116 | 2,256 | 0.85% | 0.21% | 1376 | +24,835 | 220.15% | Q4 2025 | Jan 30, 2026 |
| HARMONY ASSET MANAGEMENT LLC | History | Added to | 36,100 | 2,255 | 0.76% | 0.54% | 1377 | +10,004 | 38.34% | Q4 2025 | Feb 06, 2026 |
| HCR Wealth Advisors | History | Added to | 36,097 | 2,254 | 0.22% | 0.2% | 1378 | +4,950 | 15.89% | Q4 2025 | Jan 27, 2026 |
| AUA CAPITAL MANAGEMENT, LLC | History | Added to | 36,067 | 2,253 | 1.13% | 1.21% | 1379 | +5 | 0.01% | Q4 2025 | Jan 23, 2026 |
| Bell Bank | History | No change | 36,005 | 2,249 | 0.1% | 0.09% | 1380 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Cranbrook Wealth Management, LLC | History | Reduced | 35,811 | 2,237 | 0.44% | 0.44% | 1381 | -1,026 | -2.79% | Q4 2025 | Jan 28, 2026 |
| DEARBORN PARTNERS LLC | History | Added to | 35,629 | 2,225 | 0.11% | 0.08% | 1382 | +7,069 | 24.75% | Q4 2025 | Feb 11, 2026 |
| Quadrature Capital Ltd | History | New | 35,514 | 2,218 | 0.02% | — | 1383 | +35,514 | New | Q4 2025 | Feb 17, 2026 |
| FSM Wealth Advisors, LLC | History | Reduced | 35,382 | 2,210 | 0.3% | 0.42% | 1384 | -13,938 | -28.26% | Q4 2025 | Jan 23, 2026 |
| Sharp Wealth Advisory, LLC | History | Added to | 35,363 | 2,209 | 1.11% | 1.06% | 1385 | +2,912 | 8.97% | Q4 2025 | Jan 16, 2026 |
| Cynosure Group, LLC | History | Added to | 35,363 | 2,209 | 0.22% | 0.23% | 1386 | +319 | 0.91% | Q4 2025 | Feb 17, 2026 |
| RCW Management, LLC | History | New | 35,338 | 2,207 | 2.23% | — | 1387 | +35,338 | New | Q4 2025 | Jan 30, 2026 |
| William Howard & Co Financial Advisors Inc | History | Reduced | 35,316 | 2,206 | 1.86% | 1.82% | 1388 | -330 | -0.93% | Q4 2025 | Jan 21, 2026 |
| WASHINGTON TRUST Co | History | Reduced | 35,210 | 2,199 | 0.07% | 0.07% | 1389 | -964 | -2.66% | Q4 2025 | Feb 10, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Reduced | 35,019 | 2,187 | 0.06% | 0.06% | 1390 | -2,089 | -5.63% | Q4 2025 | Feb 13, 2026 |
| Synergy Asset Management, LLC | History | Reduced | 34,924 | 2,181 | 0.23% | 0.26% | 1392 | -86,647 | -71.27% | Q4 2025 | Jan 13, 2026 |
| NORTH STAR ASSET MANAGEMENT INC | History | Added to | 34,922 | 2,181 | 0.09% | 0.08% | 1391 | +1,619 | 4.86% | Q4 2025 | Feb 09, 2026 |
| ATX Financial Planning, LLC | History | New | 34,873 | 2,178 | 1.68% | — | 1394 | +34,873 | New | Q4 2025 | Feb 19, 2026 |
| COMPASS CAPITAL CORP /MA/ /ADV | History | Added to | 31,779 | 2,178 | 0.84% | 0.84% | 1393 | +748 | 2.41% | Q4 2025 | Feb 12, 2026 |
| Dakota Wealth Management | History | Added to | 34,865 | 2,177 | 0.04% | 0.04% | 1395 | +3,478 | 11.08% | Q4 2025 | Jan 13, 2026 |
| Austin Wealth Management, LLC | History | Reduced | 34,005 | 2,174 | 0.32% | 0.36% | 1396 | -3,368 | -9.01% | Q4 2025 | Jan 26, 2026 |
| SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ | History | Reduced | 34,763 | 2,171 | 1.39% | 1.36% | 1397 | -223 | -0.64% | Q4 2025 | Feb 13, 2026 |
| Hurley Capital, LLC | History | Added to | 34,730 | 2,169 | 1.21% | 1.01% | 1398 | +4,875 | 16.33% | Q4 2025 | Feb 17, 2026 |
| STEVENS CAPITAL PARTNERS | History | Added to | 34,671 | 2,165 | 0.57% | 0.59% | 1400 | +1,940 | 5.93% | Q4 2025 | Jan 27, 2026 |
| Hardy Reed LLC | History | Reduced | 34,670 | 2,165 | 0.15% | 0.15% | 1399 | -165 | -0.47% | Q4 2025 | Feb 06, 2026 |
| Innova Wealth Partners | History | Reduced | 34,541 | 2,157 | 1.09% | 1.16% | 1402 | -1,374 | -3.83% | Q4 2025 | Jan 07, 2026 |
| Belpointe Asset Management LLC | History | Added to | 34,529 | 2,157 | 0.08% | 0.08% | 1401 | +162 | 0.47% | Q4 2025 | Jan 27, 2026 |
| Eagle Bluffs Wealth Management LLC | History | Added to | 34,359 | 2,146 | 0.87% | 0.84% | 1403 | +1,836 | 5.65% | Q4 2025 | Feb 13, 2026 |
| CERTIOR FINANCIAL GROUP, LLC | History | Added to | 34,303 | 2,142 | 1.45% | 1.29% | 1404 | +1,935 | 5.98% | Q4 2025 | Feb 04, 2026 |
| Jefferies Financial Group Inc. | History | Added to | 34,115 | 2,131 | 0.01% | 0.01% | 1405 | +2,735 | 8.72% | Q4 2025 | Feb 09, 2026 |
| GeoWealth Management, LLC | History | Reduced | 33,956 | 2,121 | 0.08% | 0.08% | 1406 | -3,802 | -10.07% | Q4 2025 | Feb 17, 2026 |
| Charis Legacy Partners, LLC | History | Reduced | 33,953 | 2,121 | 3.13% | 3.12% | 1407 | -994 | -2.84% | Q4 2025 | Jan 08, 2026 |
| OARSMAN CAPITAL, INC. | History | Reduced | 33,880 | 2,116 | 0.27% | 0.35% | 1408 | -7,574 | -18.27% | Q4 2025 | Feb 13, 2026 |
| WBH ADVISORY INC | History | Reduced | 33,809 | 2,112 | 0.16% | 0.16% | 1409 | -134 | -0.39% | Q4 2025 | Jan 26, 2026 |
| Legacy Bridge, LLC | History | Reduced | 33,629 | 2,100 | 0.85% | 0.84% | 1410 | -182 | -0.54% | Q4 2025 | Jan 23, 2026 |
| BEACON ADVISORS HOLDINGS, LLC | History | New | 33,397 | 2,086 | 1.1% | — | 1411 | +33,397 | New | Q4 2025 | Feb 27, 2026 |
| Running Point Capital Advisors, LLC | History | Reduced | 33,214 | 2,074 | 0.57% | 0.59% | 1413 | -3,581 | -9.73% | Q4 2025 | Feb 17, 2026 |
| Bigelow Investment Advisors, LLC | History | Reduced | 33,211 | 2,074 | 0.81% | 0.81% | 1412 | -396 | -1.18% | Q4 2025 | Jan 28, 2026 |
| Mezzasalma Advisors, LLC | History | New | 32,715 | 2,067 | 0.5% | — | 1414 | +32,715 | New | Q4 2025 | Jan 21, 2026 |
| MASECO LLP | History | New | 33,070 | 2,065 | 0.09% | — | 1415 | +33,070 | New | Q4 2025 | Jan 22, 2026 |
| Edge Financial Advisors LLC | History | Added to | 32,890 | 2,054 | 0.86% | 0.83% | 1416 | +2,138 | 6.95% | Q4 2025 | Jan 28, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 32,851 | 2,052 | 0.03% | 0.03% | 1417 | +4,073 | 14.15% | Q4 2025 | Jan 13, 2026 |
| Milestone Asset Management Group, LLC | History | Added to | 32,771 | 2,047 | 1.16% | 1.2% | 1418 | +912 | 2.86% | Q4 2025 | Feb 03, 2026 |
| Fermata Advisors, LLC | History | Added to | 32,763 | 2,046 | 0.49% | 0.48% | 1419 | +939 | 2.95% | Q4 2025 | Jan 08, 2026 |
| INSIGHT 2811, INC. | History | Added to | 32,656 | 2,040 | 0.9% | 0.86% | 1420 | +596 | 1.86% | Q4 2025 | Feb 03, 2026 |
| New Republic Capital, LLC | History | Added to | 32,640 | 2,039 | 0.54% | 0.4% | 1421 | +10,824 | 49.61% | Q4 2025 | Feb 10, 2026 |
| Generations Wealth, LLC | History | New | 32,604 | 2,036 | 2.08% | — | 1422 | +32,604 | New | Q4 2025 | Feb 13, 2026 |
| STATE STREET CORP | History | Reduced | 32,545 | 2,033 | 0.0% | 0.0% | 1423 | -39,779 | -55.0% | Q4 2025 | Feb 13, 2026 |
| Platform Technology Partners | History | Added to | 32,370 | 2,022 | 0.43% | 0.41% | 1424 | +4,078 | 14.41% | Q4 2025 | Feb 13, 2026 |
| Global Financial Private Client, LLC | History | Reduced | 32,326 | 2,019 | 0.71% | 0.7% | 1425 | -370 | -1.13% | Q4 2025 | Jan 27, 2026 |
| Institute for Wealth Management, LLC. | History | Reduced | 32,272 | 2,016 | 0.21% | 0.2% | 1426 | -453 | -1.38% | Q4 2025 | Jan 27, 2026 |
| Hansen & Associates Financial Group, Inc. | History | Reduced | 29,392 | 2,014 | 1.1% | 0.79% | 1427 | -1,319 | -4.29% | Q4 2025 | Feb 17, 2026 |
| AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP | History | Reduced | 31,729 | 2,005 | 1.19% | 1.19% | 1428 | -2,589 | -7.54% | Q4 2025 | Jan 06, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Reduced | 32,056 | 1,999 | 0.26% | 0.28% | 1429 | -725 | -2.21% | Q4 2025 | Feb 04, 2026 |
| MONECO ADVISORS, LLC | History | Reduced | 31,992 | 1,998 | 0.16% | 0.16% | 1430 | -70 | -0.22% | Q4 2025 | Feb 04, 2026 |
| CAPITAL CITY TRUST CO/FL | History | No change | 31,857 | 1,990 | 0.44% | 0.47% | 1431 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Everhart Financial Group, Inc. | History | Added to | 31,844 | 1,989 | 0.18% | 0.18% | 1432 | +1,457 | 4.79% | Q4 2025 | Jan 07, 2026 |
| Landmark Wealth Management, LLC | History | Added to | 31,778 | 1,985 | 0.76% | 0.75% | 1433 | +296 | 0.94% | Q4 2025 | Feb 05, 2026 |
| GAMMA Investing LLC | History | Added to | 31,528 | 1,969 | 0.1% | 0.1% | 1435 | +2,165 | 7.37% | Q4 2025 | Jan 05, 2026 |
| Heritage Investment Group, Inc. | History | Reduced | 31,531 | 1,969 | 0.3% | 0.31% | 1434 | -560 | -1.75% | Q4 2025 | Jan 30, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | Reduced | 31,399 | 1,961 | 0.01% | 0.01% | 1436 | -260 | -0.82% | Q4 2025 | Feb 09, 2026 |
| Tennessee Valley Asset Management Partners | History | Added to | 31,371 | 1,959 | 0.25% | 0.24% | 1437 | +2,371 | 8.18% | Q4 2025 | Feb 05, 2026 |
| Affinity Capital Advisors, LLC | History | Added to | 31,108 | 1,943 | 0.27% | 0.27% | 1438 | +2,286 | 7.93% | Q4 2025 | Jan 09, 2026 |
| Aries Wealth Management | History | No change | 31,000 | 1,936 | 0.43% | 0.44% | 1439 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Crewe Advisors LLC | History | Added to | 30,847 | 1,927 | 0.17% | 0.17% | 1440 | +811 | 2.7% | Q4 2025 | Jan 16, 2026 |
| Lutz Financial Services LLC | History | No change | 30,798 | 1,923 | 0.13% | 0.13% | 1441 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Five Oceans Advisors | History | Reduced | 30,753 | 1,921 | 0.68% | 0.68% | 1442 | -188 | -0.61% | Q4 2025 | Jan 16, 2026 |
| L.K. Benson & Company, P.C. | History | Added to | 30,746 | 1,920 | 0.96% | 0.78% | 1444 | +6,654 | 27.62% | Q4 2025 | Feb 06, 2026 |
| IFG Advisory, LLC | History | Reduced | 30,743 | 1,920 | 0.08% | 0.09% | 1443 | -2,378 | -7.18% | Q4 2025 | Feb 10, 2026 |
| PEOPLES FINANCIAL SERVICES CORP. | History | No change | 30,710 | 1,918 | 0.89% | 0.83% | 1445 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| ENTREWEALTH, LLC | History | Reduced | 28,405 | 1,913 | 0.86% | 0.98% | 1446 | -3,328 | -10.49% | Q4 2025 | Feb 13, 2026 |
| THOMPSON SIEGEL & WALMSLEY LLC | History | Added to | 30,613 | 1,912 | 0.03% | 0.02% | 1447 | +5,353 | 21.19% | Q4 2025 | Feb 10, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Reduced | 30,518 | 1,906 | 0.06% | 0.06% | 1448 | -558 | -1.8% | Q4 2025 | Jan 12, 2026 |
| Pallas Capital Advisors LLC | History | Added to | 30,461 | 1,902 | 0.06% | 0.05% | 1449 | +9,289 | 43.87% | Q4 2025 | Jan 14, 2026 |
| Financial Planning Hawaii, Inc. | History | New | 30,419 | 1,900 | 1.09% | — | 1451 | +30,419 | New | Q4 2025 | Jan 15, 2026 |
| Wealthcare Capital Partners, LLC | History | Reduced | 30,428 | 1,900 | 0.89% | 0.84% | 1450 | -84 | -0.28% | Q4 2025 | Jan 14, 2026 |
| Maridea Wealth Management LLC | History | Reduced | 30,368 | 1,897 | 0.28% | 0.32% | 1452 | -2,957 | -8.87% | Q4 2025 | Jan 08, 2026 |
| Total Clarity Wealth Management, Inc. | History | Added to | 30,365 | 1,896 | 0.46% | 0.46% | 1453 | +1,456 | 5.04% | Q4 2025 | Feb 02, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 30,238 | 1,888 | 0.02% | 0.02% | 1454 | +1,762 | 6.19% | Q4 2025 | Feb 13, 2026 |
| Carl P. Sherr & Co., LLC | History | Added to | 28,467 | 1,884 | 0.84% | 0.78% | 1455 | +832 | 3.01% | Q4 2025 | Feb 09, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | Added to | 30,053 | 1,877 | 0.02% | 0.02% | 1456 | +4,750 | 18.77% | Q4 2025 | Jan 28, 2026 |
| Balanced Rock Investment Advisors LLC | History | Added to | 29,936 | 1,870 | 1.33% | 1.31% | 1457 | +48 | 0.16% | Q4 2025 | Feb 13, 2026 |
| Mondrian Investment Partners LTD | History | Reduced | 29,918 | 1,868 | 0.03% | 0.23% | 1458 | -202,604 | -87.13% | Q4 2025 | Feb 09, 2026 |
| PURE PORTFOLIOS HOLDINGS LLC | History | Added to | 29,868 | 1,865 | 0.56% | 0.53% | 1460 | +1,552 | 5.48% | Q4 2025 | Jan 30, 2026 |
| Breakwater Capital Group | History | Added to | 29,858 | 1,865 | 0.26% | 0.26% | 1459 | +519 | 1.77% | Q4 2025 | Jan 09, 2026 |
| Sunburst Financial Group, LLC | History | Reduced | 29,809 | 1,862 | 0.38% | 0.38% | 1461 | -97 | -0.32% | Q4 2025 | Jan 21, 2026 |
| J.E. Simmons & Co., P.C. | History | New | 29,752 | 1,858 | 1.2% | — | 1462 | +29,752 | New | Q4 2025 | Feb 13, 2026 |
| Sterling Financial Planning, Inc. | History | Reduced | 29,562 | 1,846 | 0.56% | 0.57% | 1463 | -460 | -1.53% | Q4 2025 | Jan 27, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Added to | 29,537 | 1,845 | 0.53% | 0.49% | 1464 | +3,233 | 12.29% | Q4 2025 | Feb 11, 2026 |
| FIRST NATIONAL BANK SIOUX FALLS | History | No change | 29,440 | 1,839 | 0.55% | 0.55% | 1465 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Fortis Capital Advisors, LLC | History | Added to | 29,279 | 1,829 | 0.27% | 0.27% | 1466 | +971 | 3.43% | Q4 2025 | Jan 27, 2026 |
| Ethos Financial Group, LLC | History | Added to | 29,277 | 1,828 | 0.14% | 0.1% | 1467 | +7,265 | 33.0% | Q4 2025 | Jan 20, 2026 |
| Redwood Wealth Management Group, LLC | History | Reduced | 29,214 | 1,824 | 0.76% | 0.75% | 1468 | -216 | -0.73% | Q4 2025 | Feb 03, 2026 |
| PETRA FINANCIAL ADVISORS INC | History | Added to | 29,191 | 1,823 | 1.07% | 0.97% | 1469 | +1,262 | 4.52% | Q4 2025 | Jan 21, 2026 |
| CX Institutional | History | Added to | 28,844 | 1,802 | 0.05% | 0.05% | 1470 | +3,150 | 12.26% | Q4 2025 | Feb 02, 2026 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | History | Added to | 28,803 | 1,799 | 0.24% | 0.21% | 1471 | +2,342 | 8.85% | Q4 2025 | Feb 10, 2026 |
| MOTCO | History | Added to | 28,714 | 1,793 | 0.16% | 0.15% | 1472 | +471 | 1.67% | Q4 2025 | Feb 06, 2026 |
| PERSPECTIVE WEALTH ADVISORS LLC | History | New | 28,619 | 1,787 | 1.27% | — | 1473 | +28,619 | New | Q4 2025 | Feb 13, 2026 |
| Independent Advisor Alliance | History | Added to | 28,561 | 1,784 | 0.04% | 0.01% | 1474 | +19,982 | 232.92% | Q4 2025 | Feb 04, 2026 |
| Destination Wealth Management | History | Added to | 28,515 | 1,781 | 0.05% | 0.04% | 1475 | +2,872 | 11.2% | Q4 2025 | Feb 13, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Added to | 28,477 | 1,778 | 0.13% | 0.11% | 1476 | +1,342 | 4.95% | Q4 2025 | Feb 12, 2026 |
| Tolleson Wealth Management, Inc. | History | No change | 28,361 | 1,771 | 0.26% | 0.26% | 1477 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| GENESIS PRIVATE WEALTH, LLC | History | Added to | 28,254 | 1,765 | 0.55% | 0.29% | 1478 | +16,748 | 145.56% | Q4 2025 | Jan 08, 2026 |
| NOTTINGHAM ADVISORS, INC. | History | Reduced | 27,962 | 1,746 | 0.24% | 0.33% | 1479 | -11,383 | -28.93% | Q4 2025 | Jan 26, 2026 |
| EWA, LLC | History | Added to | 27,941 | 1,745 | 0.43% | 0.06% | 1480 | +24,596 | 735.31% | Q4 2025 | Feb 03, 2026 |
| ERn Financial, LLC | History | Reduced | 27,743 | 1,733 | 0.33% | 0.33% | 1481 | -127 | -0.46% | Q4 2025 | Jan 15, 2026 |
| VISTA INVESTMENT MANAGEMENT | History | Added to | 27,618 | 1,725 | 0.57% | 0.56% | 1482 | +871 | 3.26% | Q4 2025 | Feb 17, 2026 |
| HALL LAURIE J TRUSTEE | History | No change | 27,589 | 1,723 | 0.57% | 0.54% | 1483 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | History | Added to | 27,516 | 1,718 | 0.15% | 0.14% | 1484 | +11,852 | 75.66% | Q4 2025 | Feb 11, 2026 |
| Opes Wealth Management LLC | History | Reduced | 27,457 | 1,715 | 0.28% | 0.29% | 1485 | -290 | -1.05% | Q4 2025 | Feb 02, 2026 |
| WEALTHEDGE INVESTMENT ADVISORS, LLC | History | Added to | 27,377 | 1,710 | 0.63% | 0.62% | 1486 | +54 | 0.2% | Q4 2025 | Feb 17, 2026 |
| Verdence Capital Advisors LLC | History | Reduced | 27,304 | 1,705 | 0.1% | 0.17% | 1487 | -20,592 | -42.99% | Q4 2025 | Jan 29, 2026 |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | History | Reduced | 27,259 | 1,702 | 0.37% | 0.37% | 1488 | -456 | -1.65% | Q4 2025 | Jan 26, 2026 |
| Bragg Financial Advisors, Inc | History | Reduced | 27,216 | 1,700 | 0.06% | 0.06% | 1489 | -738 | -2.64% | Q4 2025 | Feb 13, 2026 |
| Spire Wealth Management | History | Added to | 27,194 | 1,698 | 0.06% | 0.06% | 1490 | +163 | 0.6% | Q4 2025 | Jan 14, 2026 |
| NOVEM GROUP | History | Reduced | 27,099 | 1,692 | 0.19% | 0.19% | 1491 | -490 | -1.78% | Q4 2025 | Jan 27, 2026 |
| Krilogy Financial LLC | History | Added to | 25,584 | 1,690 | 0.06% | 0.05% | 1492 | +4,670 | 22.33% | Q4 2025 | Jan 27, 2026 |
| BAKER BOYER NATIONAL BANK | History | Added to | 27,044 | 1,689 | 0.51% | 0.53% | 1493 | +309 | 1.16% | Q4 2025 | Feb 03, 2026 |
| MIDLAND WEALTH ADVISORS, LLC | History | Reduced | 27,028 | 1,688 | 0.09% | 0.09% | 1494 | -11 | -0.04% | Q4 2025 | Jan 26, 2026 |
| Gridiron Partners, LLC | History | Reduced | 26,975 | 1,685 | 0.96% | 0.92% | 1495 | -4,405,870 | -99.39% | Q4 2025 | Jan 08, 2026 |
| Bath Savings Trust Co | History | Added to | 26,970 | 1,684 | 0.17% | 0.1% | 1496 | +9,312 | 52.74% | Q4 2025 | Jan 12, 2026 |
| Beacon Bridge Wealth Partners, LLC | History | Added to | 26,854 | 1,677 | 0.56% | 0.56% | 1497 | +718 | 2.75% | Q4 2025 | Jan 27, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 26,799 | 1,674 | 0.19% | 0.15% | 1498 | +5,049 | 23.21% | Q4 2025 | Jan 21, 2026 |
| Claris Financial LLC | History | Reduced | 26,751 | 1,671 | 0.89% | 0.77% | 1499 | -1,831 | -6.41% | Q4 2025 | Feb 19, 2026 |
| SB Capital Management Inc | History | New | 26,734 | 1,670 | 0.61% | — | 1500 | +26,734 | New | Q4 2025 | Feb 20, 2026 |
| Milestone Investment Advisors LLC | History | Added to | 26,664 | 1,665 | 0.4% | 0.39% | 1501 | +313 | 1.19% | Q4 2025 | Feb 11, 2026 |
| Hardman Johnston Global Advisors LLC | History | New | 26,640 | 1,664 | 0.08% | — | 1502 | +26,640 | New | Q4 2025 | Jan 23, 2026 |
| Chico Wealth RIA | History | Reduced | 26,497 | 1,655 | 1.08% | 1.09% | 1503 | -160 | -0.6% | Q4 2025 | Feb 10, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Reduced | 26,428 | 1,650 | 0.05% | 0.17% | 1504 | -58,452 | -68.86% | Q4 2025 | Feb 13, 2026 |
| Sequent Planning LLC | History | Added to | 26,416 | 1,650 | 0.42% | 0.31% | 1505 | +7,979 | 43.28% | Q4 2025 | Feb 05, 2026 |
| Minot DeBlois Advisors LLC | History | Added to | 26,375 | 1,647 | 1.48% | 1.43% | 1506 | +31 | 0.12% | Q4 2025 | Feb 13, 2026 |
| Continuum Advisory, LLC | History | Added to | 26,291 | 1,642 | 0.16% | 0.16% | 1507 | +803 | 3.15% | Q4 2025 | Feb 11, 2026 |
| Quadrant Private Wealth Management, LLC | History | Added to | 26,190 | 1,636 | 0.27% | 0.23% | 1508 | +4,718 | 21.97% | Q4 2025 | Jan 26, 2026 |
| Confluence Wealth Services, Inc. | History | Added to | 26,189 | 1,635 | 0.07% | 0.06% | 1510 | +5,781 | 28.33% | Q4 2025 | Jan 28, 2026 |
| Colony Family Offices, LLC | History | No change | 26,174 | 1,635 | 0.41% | 0.41% | 1509 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Wick Capital Partners, LLC | History | Added to | 26,169 | 1,634 | 0.29% | 0.25% | 1512 | +8,383 | 47.13% | Q4 2025 | Mar 02, 2026 |
| White Lighthouse Investment Management Inc. | History | Added to | 26,168 | 1,634 | 0.23% | 0.24% | 1511 | +11 | 0.04% | Q4 2025 | Feb 09, 2026 |
| BAXTER BROS INC | History | Added to | 26,043 | 1,626 | 0.19% | 0.17% | 1513 | +1,525 | 6.22% | Q4 2025 | Jan 26, 2026 |
| Cohen Investment Advisors LLC | History | Added to | 25,851 | 1,614 | 0.74% | 0.73% | 1514 | +749 | 2.98% | Q4 2025 | Jan 15, 2026 |
| Crestwood Advisors Group, LLC | History | Added to | 25,786 | 1,610 | 0.03% | 0.03% | 1515 | +739 | 2.95% | Q4 2025 | Feb 03, 2026 |
| Talisman Wealth Advisors LLC | History | Added to | 25,581 | 1,601 | 1.25% | 0.42% | 1517 | +17,161 | 203.81% | Q4 2025 | Feb 20, 2026 |
| Ramsay, Stattman, Vela & Price, Inc. | History | Added to | 25,632 | 1,601 | 0.29% | 0.26% | 1516 | +1,084 | 4.42% | Q4 2025 | Jan 23, 2026 |
| S.A. Mason LLC | History | Added to | 25,569 | 1,597 | 0.63% | 0.44% | 1518 | +8,977 | 54.1% | Q4 2025 | Jan 29, 2026 |
| Hegarty Advisors, LLC | History | New | 25,537 | 1,595 | 1.38% | — | 1519 | +25,537 | New | Q4 2025 | Jan 29, 2026 |
| Strategies Wealth Advisors, LLC | History | Reduced | 25,529 | 1,594 | 0.16% | 0.16% | 1520 | -12 | -0.05% | Q4 2025 | Feb 13, 2026 |
| Retirement Systems of Alabama | History | Reduced | 25,369 | 1,584 | 0.01% | 0.01% | 1521 | -444 | -1.72% | Q4 2025 | Jan 15, 2026 |
| CFO4Life Group, LLC | History | Added to | 25,335 | 1,582 | 0.23% | 0.22% | 1522 | +357 | 1.43% | Q4 2025 | Feb 06, 2026 |
| Voya Financial Advisors, Inc. | History | Reduced | 25,213 | 1,581 | 0.15% | 0.15% | 1523 | -1,660 | -6.18% | Q4 2025 | Feb 13, 2026 |
| IMA Advisory Services, Inc. | History | Added to | 25,198 | 1,574 | 0.15% | 0.15% | 1524 | +30 | 0.12% | Q4 2025 | Feb 11, 2026 |
| MMA ASSET MANAGEMENT LLC | History | Added to | 25,175 | 1,572 | 0.56% | 0.5% | 1525 | +61 | 0.24% | Q4 2025 | Feb 03, 2026 |
| Refined Wealth Management | History | Added to | 25,152 | 1,571 | 1.06% | 0.32% | 1526 | +16,948 | 206.58% | Q4 2025 | Jan 15, 2026 |
| PW ADVISORS, LLC \ FL | History | New | 25,130 | 1,569 | 1.26% | — | 1527 | +25,130 | New | Q4 2025 | Feb 17, 2026 |
| QUANTIFY CHAOS ADVISORS, LLC | History | New | 24,970 | 1,559 | 4.73% | — | 1528 | +24,970 | New | Q4 2025 | Feb 06, 2026 |
| MERIDIAN INVESTMENT COUNSEL INC. | History | Added to | 24,945 | 1,558 | 0.38% | 0.37% | 1529 | +142 | 0.57% | Q4 2025 | Jan 20, 2026 |
| Midwest Capital Advisors, LLC | History | Added to | 24,736 | 1,545 | 0.74% | 0.71% | 1530 | +243 | 0.99% | Q4 2025 | Jan 29, 2026 |
| Flower City Capital | History | Added to | 24,710 | 1,543 | 0.79% | 0.79% | 1531 | +293 | 1.2% | Q4 2025 | Jan 22, 2026 |
| FLAGSTAR ADVISORS INC | History | Reduced | 24,623 | 1,538 | 0.51% | 0.47% | 1532 | -890 | -3.49% | Q4 2025 | Jan 13, 2026 |
| Curated Wealth Partners LLC | History | Added to | 24,515 | 1,531 | 0.17% | 0.16% | 1533 | +2,637 | 12.05% | Q4 2025 | Jan 12, 2026 |
| SBI Okasan Asset Management Co.Ltd. | History | New | 24,389 | 1,529 | 0.08% | — | 1534 | +24,389 | New | Q4 2025 | Feb 10, 2026 |
| Brand Asset Management Group, Inc. | History | Reduced | 24,479 | 1,529 | 0.43% | 0.42% | 1535 | -194 | -0.79% | Q4 2025 | Feb 11, 2026 |
| ARIEL INVESTMENTS, LLC | History | Reduced | 24,473 | 1,528 | 0.02% | 0.04% | 1536 | -33,037 | -57.45% | Q4 2025 | Feb 13, 2026 |
| MCCARTER PRIVATE WEALTH SERVICES LLC | History | Reduced | 24,473 | 1,528 | 0.69% | 0.77% | 1537 | -614 | -2.45% | Q4 2025 | Feb 10, 2026 |
| SMITH CHAS P & ASSOCIATES PA CPAS | History | No change | 24,399 | 1,524 | 0.08% | 0.13% | 1538 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Topor & Co. Korea | History | New | 24,266 | 1,515 | 1.14% | — | 1539 | +24,266 | New | Q4 2025 | Apr 13, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | New | 24,248 | 1,514 | 0.01% | — | 1540 | +24,248 | New | Q4 2025 | Feb 17, 2026 |
| Axis Wealth Partners, LLC | History | Added to | 24,191 | 1,511 | 0.83% | 0.83% | 1541 | +464 | 1.96% | Q4 2025 | Jan 30, 2026 |
| Everstar Asset Management, LLC | History | Reduced | 24,102 | 1,505 | 0.81% | 1.19% | 1542 | -10,975 | -31.29% | Q4 2025 | Feb 05, 2026 |
| SOUTH PLAINS FINANCIAL, INC. | History | No change | 24,064 | 1,503 | 0.89% | 0.9% | 1543 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| ADVISORY RESEARCH INC | History | No change | 24,026 | 1,500 | 0.19% | 0.19% | 1544 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Founders Financial Alliance, LLC | History | Reduced | 23,967 | 1,497 | 0.28% | 0.27% | 1545 | -180 | -0.75% | Q4 2025 | Feb 12, 2026 |
| Optimist Retirement Group LLC | History | Added to | 23,971 | 1,497 | 0.69% | 0.64% | 1546 | +145 | 0.61% | Q4 2025 | Feb 09, 2026 |
| Compass Planning Associates Inc | History | Added to | 23,870 | 1,491 | 1.03% | 1.23% | 1547 | +1,478 | 6.6% | Q4 2025 | Jan 22, 2026 |
| HUB Investment Partners, LLC | History | Reduced | 23,861 | 1,490 | 0.04% | 0.06% | 1548 | -4,831 | -16.84% | Q4 2025 | Feb 17, 2026 |
| 3Chopt Investment Partners, LLC | History | Added to | 23,853 | 1,490 | 0.33% | 0.29% | 1549 | +2,663 | 12.57% | Q4 2025 | Feb 10, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 23,853 | 1,489 | 0.01% | 0.01% | 1550 | -534 | -2.19% | Q4 2025 | Feb 12, 2026 |
| FIDELITY D & D BANCORP INC | History | Reduced | 23,794 | 1,486 | 0.64% | 0.79% | 1551 | -11 | -0.05% | Q4 2025 | Feb 09, 2026 |
| STERLING INVESTMENT MANAGEMENT, LLC | History | Added to | 23,753 | 1,483 | 0.84% | 0.81% | 1553 | +1,118 | 4.94% | Q4 2025 | Feb 03, 2026 |
| First American Bank | History | Reduced | 23,741 | 1,483 | 0.09% | 0.09% | 1552 | -239 | -1.0% | Q4 2025 | Jan 20, 2026 |
| Prosperity Planning, Inc. | History | Reduced | 23,740 | 1,483 | 0.39% | 0.38% | 1554 | -1 | -0.0% | Q4 2025 | Jan 14, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | Added to | 23,705 | 1,480 | 0.05% | 0.04% | 1555 | +425 | 1.83% | Q4 2025 | Feb 13, 2026 |
| Financial Strategies Group, Inc. | History | Reduced | 23,084 | 1,480 | 0.27% | 0.27% | 1556 | -22 | -0.1% | Q4 2025 | Feb 05, 2026 |
| KAVAR CAPITAL PARTNERS GROUP, LLC | History | No change | 23,663 | 1,478 | 0.2% | 0.19% | 1557 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Williams Jones Wealth Management, LLC. | History | Added to | 23,619 | 1,475 | 0.02% | 0.02% | 1558 | +145 | 0.62% | Q4 2025 | Feb 13, 2026 |
| Tempo Wealth, LLC | History | New | 23,579 | 1,472 | 0.26% | — | 1560 | +23,579 | New | Q4 2025 | Feb 25, 2026 |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | History | Added to | 23,569 | 1,472 | 0.91% | 0.85% | 1559 | +2,085 | 9.7% | Q4 2025 | Feb 10, 2026 |
| Silver Grove Financial Group, Inc. | History | Added to | 23,340 | 1,458 | 1.26% | 1.28% | 1561 | +743 | 3.29% | Q4 2025 | Feb 17, 2026 |
| Leonard Rickey Investment Advisors P.L.L.C. | History | Reduced | 23,276 | 1,454 | 0.26% | 0.27% | 1562 | -579 | -2.43% | Q4 2025 | Jan 14, 2026 |
| FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC | History | Added to | 23,263 | 1,453 | 0.15% | 0.13% | 1564 | +2,111 | 9.98% | Q4 2025 | Jan 30, 2026 |
| Capital Advisors Wealth Management, LLC | History | Added to | 23,269 | 1,453 | 0.2% | 0.19% | 1565 | +744 | 3.3% | Q4 2025 | Jan 21, 2026 |
| CHAPIN DAVIS, INC. | History | Added to | 23,262 | 1,453 | 0.34% | 0.34% | 1563 | +12 | 0.05% | Q4 2025 | Jan 30, 2026 |
| Windsor Advisory Group, LLC | History | New | 23,252 | 1,452 | 1.3% | — | 1566 | +23,252 | New | Q4 2025 | Feb 17, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 20,094 | 1,451 | 0.08% | 0.08% | 1567 | +6,929 | 52.63% | Q4 2025 | Jan 29, 2026 |
| ARCADIA INVESTMENT ADVISORS LLC | History | No change | 23,239 | 1,451 | 0.68% | 0.68% | 1568 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| CATALYST FINANCIAL PARTNERS LLC | History | Reduced | 23,104 | 1,443 | 0.16% | 0.17% | 1569 | -199 | -0.85% | Q4 2025 | Feb 04, 2026 |
| ELEVATUS WELATH MANAGEMENT | History | No change | 23,002 | 1,436 | 0.39% | 0.4% | 1570 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| OFC FINANCIAL PLANNING, LLC | History | Added to | 22,959 | 1,434 | 1.36% | 1.09% | 1571 | +4,622 | 25.21% | Q4 2025 | Feb 04, 2026 |
| SECURITY NATIONAL BANK OF SO DAK | History | No change | 22,949 | 1,433 | 0.71% | 0.69% | 1572 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Probity Advisors, Inc. | History | Reduced | 22,857 | 1,427 | 0.23% | 0.22% | 1573 | -252 | -1.09% | Q4 2025 | Jan 27, 2026 |
| City State Bank | History | Added to | 22,830 | 1,426 | 0.39% | 0.37% | 1574 | +1,411 | 6.59% | Q4 2025 | Jan 28, 2026 |
| Downshift Financial, LLC | History | New | 21,637 | 1,425 | 0.88% | — | 1575 | +21,637 | New | Q4 2025 | Mar 11, 2026 |
| Clear Harbor Asset Management, LLC | History | Reduced | 22,757 | 1,421 | 0.1% | 0.1% | 1577 | -407 | -1.76% | Q4 2025 | Feb 10, 2026 |
| TCTC Holdings, LLC | History | No change | 22,760 | 1,421 | 0.04% | 0.04% | 1576 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| MONOGRAPH WEALTH ADVISORS, LLC | History | Reduced | 22,722 | 1,419 | 0.14% | 0.14% | 1578 | -35 | -0.15% | Q4 2025 | Feb 13, 2026 |
| Benchmark Financial Wealth Advisors, LLC | History | Reduced | 22,692 | 1,417 | 0.41% | 0.41% | 1580 | -35 | -0.15% | Q4 2025 | Jan 27, 2026 |
| Cannell & Spears LLC | History | No change | 22,691 | 1,417 | 0.03% | 0.03% | 1579 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 22,658 | 1,415 | 0.18% | 0.14% | 1581 | +4,873 | 27.4% | Q4 2025 | Feb 13, 2026 |
| CLEAR INVESTMENT RESEARCH, LLC | History | Added to | 22,623 | 1,413 | 2.34% | 1.63% | 1582 | +2,313 | 11.39% | Q4 2025 | Feb 09, 2026 |
| Key FInancial Inc | History | Added to | 22,567 | 1,409 | 0.26% | 0.24% | 1583 | +1,025 | 4.76% | Q4 2025 | Feb 09, 2026 |
| Accel Wealth Management | History | Reduced | 22,565 | 1,409 | 0.39% | 0.4% | 1584 | -512 | -2.22% | Q4 2025 | Jan 20, 2026 |
| Johnson Financial Group, Inc. | History | Reduced | 22,537 | 1,407 | 0.05% | 0.06% | 1585 | -2,470 | -9.88% | Q4 2025 | Feb 12, 2026 |
| Wealth Advisory Solutions, LLC | History | Reduced | 22,491 | 1,405 | 0.33% | 0.34% | 1586 | -1,067 | -4.53% | Q4 2025 | Jan 16, 2026 |
| Legacy Trust | History | Added to | 22,366 | 1,397 | 0.26% | 0.25% | 1587 | +1,051 | 4.93% | Q4 2025 | Jan 22, 2026 |
| Peak Financial Management, Inc. | History | Reduced | 22,329 | 1,394 | 0.36% | 0.36% | 1588 | -597 | -2.6% | Q4 2025 | Jan 23, 2026 |
| Jump Financial, LLC | History | Added to | 22,311 | 1,393 | 0.02% | 0.01% | 1589 | +3,592 | 19.19% | Q4 2025 | Feb 17, 2026 |
| PECAUT & CO. | History | Added to | 22,288 | 1,392 | 0.45% | 0.41% | 1590 | +1,116 | 5.27% | Q4 2025 | Feb 10, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Reduced | 22,240 | 1,389 | 0.2% | 0.21% | 1591 | -61 | -0.27% | Q4 2025 | Jan 12, 2026 |
| Investment Advisory Group, LLC | History | Added to | 22,221 | 1,388 | 0.36% | 0.35% | 1592 | +521 | 2.4% | Q4 2025 | Jan 23, 2026 |
| American Alpha Advisors, LLC | History | Added to | 22,171 | 1,385 | 0.82% | 0.78% | 1593 | +3,315 | 17.58% | Q4 2025 | Feb 17, 2026 |
| FINANCIAL LIFE ADVISORS | History | No change | 22,169 | 1,384 | 0.43% | 0.43% | 1594 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| WEALTHCARE CAPITAL MANAGEMENT LLC | History | Added to | 22,149 | 1,383 | 0.14% | 0.13% | 1595 | +1,103 | 5.24% | Q4 2025 | Jan 20, 2026 |
| HORAN Wealth, LLC | History | Added to | 21,984 | 1,373 | 0.21% | 0.21% | 1596 | +136 | 0.62% | Q4 2025 | Feb 04, 2026 |
| WealthTrak Capital Management LLC | History | Reduced | 21,875 | 1,366 | 0.98% | 1.09% | 1597 | -282 | -1.27% | Q4 2025 | Feb 10, 2026 |
| Wilson & Boucher Capital Management, LLC | History | Added to | 21,837 | 1,364 | 0.9% | 0.84% | 1599 | +610 | 2.87% | Q4 2025 | Feb 05, 2026 |
| Boston Trust Walden Corp | History | No change | 21,848 | 1,364 | 0.01% | 0.01% | 1598 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| 1832 Asset Management L.P. | History | Added to | 21,812 | 1,362 | 0.0% | 0.0% | 1600 | +338 | 1.57% | Q4 2025 | Feb 13, 2026 |
| Traveka Wealth, LLC | History | New | 21,772 | 1,360 | 0.55% | — | 1601 | +21,772 | New | Q4 2025 | Jan 08, 2026 |
| Canvas Wealth Advisors, LLC | History | Reduced | 21,761 | 1,359 | 0.23% | 0.25% | 1602 | -378 | -1.71% | Q4 2025 | Jan 12, 2026 |
| EQ LLC | History | Reduced | 21,709 | 1,356 | 0.39% | 0.47% | 1603 | -1,175 | -5.13% | Q4 2025 | Feb 10, 2026 |
| Plan A Wealth LLC | History | Added to | 21,673 | 1,353 | 0.66% | 0.58% | 1604 | +2,505 | 13.07% | Q4 2025 | Feb 06, 2026 |
| HANOVER ADVISORS INC | History | Reduced | 21,597 | 1,349 | 0.52% | 0.52% | 1605 | -821 | -3.66% | Q4 2025 | Feb 17, 2026 |
| ROFFMAN MILLER ASSOCIATES INC /PA/ | History | Added to | 21,581 | 1,348 | 0.07% | 0.07% | 1606 | +480 | 2.27% | Q4 2025 | Jan 22, 2026 |
| Fielder Capital Group LLC | History | Added to | 21,578 | 1,347 | 0.29% | 0.17% | 1607 | +9,391 | 77.06% | Q4 2025 | Feb 10, 2026 |
| Main Management LLC | History | Added to | 21,530 | 1,345 | 0.1% | 0.09% | 1608 | +2,108 | 10.85% | Q4 2025 | Feb 10, 2026 |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | History | No change | 21,524 | 1,344 | 0.07% | 0.07% | 1609 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Clearwave Capital, LLC | History | New | 21,512 | 1,343 | 0.99% | — | 1611 | +21,512 | New | Q4 2025 | Mar 02, 2026 |
| Wealthquest Corp | History | Added to | 21,511 | 1,343 | 0.1% | 0.1% | 1610 | +1,495 | 7.47% | Q4 2025 | Feb 09, 2026 |
| STEINBERGANNA WEALTH MANAGEMENT | History | Added to | 21,482 | 1,341 | 0.63% | 0.58% | 1612 | +855 | 4.15% | Q4 2025 | Jan 26, 2026 |
| AMI INVESTMENT MANAGEMENT INC | History | No change | 21,452 | 1,340 | 0.3% | 0.3% | 1613 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| PENNINGTON PARTNERS & CO., LLC | History | Added to | 21,445 | 1,339 | 0.54% | 0.56% | 1614 | +1,705 | 8.64% | Q4 2025 | Feb 17, 2026 |
| Marshall Financial Group, LLC | History | Added to | 21,436 | 1,339 | 0.26% | 0.25% | 1615 | +143 | 0.67% | Q4 2025 | Jan 09, 2026 |
| Antonelli Financial Advisors, LLC | History | Added to | 21,368 | 1,335 | 0.88% | 0.85% | 1616 | +359 | 1.71% | Q4 2025 | Jan 27, 2026 |
| Smith Salley Wealth Management | History | Added to | 21,296 | 1,330 | 0.07% | 0.06% | 1617 | +1,200 | 5.97% | Q4 2025 | Jan 27, 2026 |
| BURKE & HERBERT BANK & TRUST CO | History | Reduced | 21,230 | 1,326 | 0.37% | 0.48% | 1618 | -15,682 | -42.48% | Q4 2025 | Feb 12, 2026 |
| MBE Wealth Management, LLC | History | Added to | 21,230 | 1,326 | 0.56% | 0.51% | 1619 | +1,724 | 8.84% | Q4 2025 | Jan 21, 2026 |
| Laurel Wealth Advisors LLC | History | No change | 21,198 | 1,324 | 0.18% | 0.18% | 1620 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| McNaughton Wealth Management, LLC | History | Added to | 21,121 | 1,319 | 0.54% | 0.47% | 1621 | +2,648 | 14.33% | Q4 2025 | Jan 12, 2026 |
| Brio Consultants, LLC | History | Reduced | 21,032 | 1,313 | 0.17% | 0.18% | 1623 | -784 | -3.59% | Q4 2025 | Feb 04, 2026 |
| MITCHELL CAPITAL MANAGEMENT CO | History | No change | 21,029 | 1,313 | 0.23% | 0.22% | 1622 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| NBT BANK N A /NY | History | Added to | 20,981 | 1,310 | 0.08% | 0.07% | 1624 | +2,257 | 12.05% | Q4 2025 | Jan 23, 2026 |
| McClarren Financial Advisors, Inc. | History | Reduced | 8,211 | 1,306 | 0.78% | 0.75% | 1625 | -5,436 | -39.83% | Q4 2025 | Jan 13, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 20,912 | 1,306 | 0.4% | 0.92% | 1626 | +5,358 | 34.45% | Q4 2025 | Feb 17, 2026 |
| Sensible Money, LLC | History | No change | 20,849 | 1,302 | 0.42% | 0.42% | 1627 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| BALDWIN WEALTH PARTNERS LLC/MA | History | Added to | 20,835 | 1,301 | 0.08% | 0.06% | 1628 | +4,207 | 25.3% | Q4 2025 | Jan 07, 2026 |
| Diesslin Group, Inc. | History | New | 20,729 | 1,294 | 0.51% | — | 1629 | +20,729 | New | Q4 2025 | Feb 25, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Added to | 20,598 | 1,286 | 0.04% | 0.03% | 1630 | +5,308 | 34.72% | Q4 2025 | Feb 13, 2026 |
| Greenline Partners, LLC | History | No change | 20,601 | 1,286 | 0.15% | 0.15% | 1631 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Bell Investment Advisors, Inc | History | Reduced | 20,532 | 1,282 | 0.2% | 0.2% | 1632 | -347 | -1.66% | Q4 2025 | Feb 24, 2026 |
| Quotient Wealth Partners, LLC | History | Added to | 20,497 | 1,280 | 0.03% | 0.03% | 1633 | +3,305 | 19.22% | Q4 2025 | Jan 22, 2026 |
| DEFINED WEALTH MANAGEMENT, LLC | History | Reduced | 20,436 | 1,276 | 0.74% | 0.71% | 1634 | -118 | -0.57% | Q4 2025 | Jan 15, 2026 |
| SHUFRO ROSE & CO LLC | History | Reduced | 20,408 | 1,274 | 0.09% | 0.25% | 1635 | -39,397 | -65.88% | Q4 2025 | Feb 09, 2026 |
| Birchcreek Wealth Management, LLC | History | Reduced | 20,407 | 1,274 | 0.63% | 0.64% | 1636 | -107 | -0.52% | Q4 2025 | Jan 16, 2026 |
| Sargent Investment Group, LLC | History | New | 20,375 | 1,272 | 0.16% | — | 1637 | +20,375 | New | Q4 2025 | Feb 13, 2026 |
| Cannon Financial Strategists, Inc. | History | Reduced | 20,295 | 1,267 | 0.18% | 0.18% | 1638 | -836 | -3.96% | Q4 2025 | Feb 04, 2026 |
| JAG CAPITAL MANAGEMENT, LLC | History | No change | 20,275 | 1,266 | 0.14% | 0.13% | 1639 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Meriwether Wealth & Planning, LLC | History | New | 20,243 | 1,264 | 0.71% | — | 1641 | +20,243 | New | Q4 2025 | Jan 14, 2026 |
| Hardin Capital Partners, LLC | History | Added to | 20,240 | 1,264 | 0.6% | 0.65% | 1640 | +54 | 0.27% | Q4 2025 | Jan 09, 2026 |
| Mechanics Bank Trust Department | History | Added to | 20,227 | 1,263 | 0.17% | 0.06% | 1642 | +12,893 | 175.8% | Q4 2025 | Jan 14, 2026 |
| NTV ASSET MANAGEMENT LLC | History | Added to | 20,188 | 1,261 | 0.13% | 0.13% | 1643 | +2 | 0.01% | Q4 2025 | Jan 20, 2026 |
| Fee-Only Financial Planning, L.C. | History | No change | 20,194 | 1,261 | 0.74% | 0.71% | 1644 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Maia Wealth LLC | History | Reduced | 18,369 | 1,258 | 0.21% | 0.87% | 1646 | -66,090 | -78.25% | Q4 2025 | Feb 17, 2026 |
| TruNorth Capital Management, LLC | History | No change | 20,139 | 1,258 | 0.24% | 0.24% | 1645 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Rydar Equities, Inc. | History | Added to | 20,096 | 1,255 | 0.98% | 0.93% | 1647 | +835 | 4.34% | Q4 2025 | Jan 21, 2026 |
| Prosperity Wealth Management, Inc. | History | New | 20,082 | 1,254 | 0.42% | — | 1648 | +20,082 | New | Q4 2025 | Mar 27, 2026 |
| BOSTON RESEARCH & MANAGEMENT INC | History | Reduced | 20,068 | 1,253 | 0.29% | 0.27% | 1649 | -148 | -0.73% | Q4 2025 | Feb 11, 2026 |
| TFB Advisors LLC | History | Added to | 20,053 | 1,252 | 0.35% | 0.26% | 1650 | +5,436 | 37.19% | Q4 2025 | Feb 13, 2026 |
| CLIENT 1ST ADVISORY GROUP, LLC | History | Added to | 20,031 | 1,251 | 0.39% | 0.38% | 1651 | +1,074 | 5.67% | Q4 2025 | Jan 12, 2026 |
| WP Advisors, LLC | History | Added to | 20,025 | 1,250 | 0.31% | 0.29% | 1652 | +1,158 | 6.14% | Q4 2025 | Jan 28, 2026 |
| Geometric Wealth Advisors | History | Added to | 20,009 | 1,249 | 0.16% | 0.16% | 1654 | +48 | 0.24% | Q4 2025 | Feb 06, 2026 |
| RBF Capital, LLC | History | No change | 20,000 | 1,249 | 0.06% | 0.05% | 1653 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Pioneer Wealth Management Group | History | Added to | 19,975 | 1,247 | 0.38% | 0.38% | 1655 | +130 | 0.66% | Q4 2025 | Jan 12, 2026 |
| Summit Global Investments | History | Reduced | 19,948 | 1,246 | 0.07% | 0.07% | 1656 | -1,344 | -6.31% | Q4 2025 | Feb 18, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 19,934 | 1,245 | 0.03% | 0.07% | 1657 | +2,155 | 12.12% | Q4 2025 | Feb 10, 2026 |
| Breakwater Investment Management | History | Reduced | 19,746 | 1,233 | 0.45% | 0.44% | 1658 | -153 | -0.77% | Q4 2025 | Feb 02, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 19,735 | 1,232 | 0.13% | 0.13% | 1659 | +384 | 1.98% | Q4 2025 | Feb 13, 2026 |
| Idaho Trust Co | History | Reduced | 19,658 | 1,228 | 0.41% | 0.53% | 1660 | -6,490 | -24.82% | Q4 2025 | Feb 05, 2026 |
| Heritage Financial Services, LLC | History | Added to | 19,673 | 1,228 | 0.1% | 0.1% | 1661 | +466 | 2.43% | Q4 2025 | Feb 02, 2026 |
| Squarepoint Ops LLC | History | Added to | 19,655 | 1,227 | 0.0% | 0.0% | 1662 | +897 | 4.78% | Q4 2025 | Feb 13, 2026 |
| MontVue Capital Management, Inc. | History | Added to | 19,644 | 1,227 | 0.82% | 0.78% | 1663 | +307 | 1.59% | Q4 2025 | Jan 27, 2026 |
| Capital Management Associates, Inc | History | Added to | 19,616 | 1,225 | 0.27% | 0.2% | 1665 | +7,278 | 58.99% | Q4 2025 | Jan 21, 2026 |
| Bank of Marin | History | No change | 19,620 | 1,225 | 0.85% | 0.83% | 1664 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Taylor & Morgan Wealth Management, LLC | History | Reduced | 19,608 | 1,224 | 0.69% | 0.73% | 1666 | -218 | -1.1% | Q4 2025 | Jan 16, 2026 |
| Keystone Financial Group | History | Reduced | 19,534 | 1,220 | 0.09% | 0.09% | 1667 | -233 | -1.18% | Q4 2025 | Feb 06, 2026 |
| Twelve Points Wealth Management LLC | History | Added to | 18,902 | 1,219 | 0.27% | 0.28% | 1668 | +166 | 0.89% | Q4 2025 | Jan 23, 2026 |
| Pinion Investment Advisors, LLC | History | Added to | 19,513 | 1,218 | 0.3% | 0.3% | 1669 | +1,503 | 8.35% | Q4 2025 | Jan 29, 2026 |
| Nikulski Financial, Inc. | History | Reduced | 19,452 | 1,215 | 0.29% | 0.48% | 1670 | -12,564 | -39.24% | Q4 2025 | Jan 15, 2026 |
| WealthShield Partners, LLC | History | Reduced | 19,402 | 1,212 | 0.13% | 0.13% | 1671 | -123 | -0.63% | Q4 2025 | Feb 03, 2026 |
| OPTIMA CAPITAL LLC | History | Reduced | 19,340 | 1,208 | 0.52% | 0.62% | 1673 | -2,009 | -9.41% | Q4 2025 | Jan 23, 2026 |
| Goepper Burkhardt LLC | History | Added to | 19,347 | 1,208 | 0.39% | 0.39% | 1672 | +466 | 2.47% | Q4 2025 | Feb 09, 2026 |
| Winthrop Partners - WNY, LLC | History | New | 19,292 | 1,205 | 0.65% | — | 1674 | +19,292 | New | Q4 2025 | Mar 12, 2026 |
| ADIRONDACK TRUST CO | History | Added to | 19,259 | 1,203 | 0.4% | 0.17% | 1675 | +10,861 | 129.33% | Q4 2025 | Jan 08, 2026 |
| Halter Ferguson Financial Inc. | History | Reduced | 19,251 | 1,202 | 0.26% | 0.26% | 1676 | -73 | -0.38% | Q4 2025 | Feb 05, 2026 |
| Beaumont Financial Advisors, LLC | History | Reduced | 19,189 | 1,198 | 0.08% | 0.08% | 1678 | -822 | -4.11% | Q4 2025 | Jan 16, 2026 |
| Outlook Wealth Advisors, LLC | History | No change | 19,179 | 1,198 | 0.27% | 0.29% | 1677 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Kassira Wealth Management LLC | History | Added to | 19,143 | 1,195 | 1.13% | 1.03% | 1679 | +1,347 | 7.57% | Q4 2025 | Feb 03, 2026 |
| Mainsail Financial Group, LLC | History | Reduced | 19,099 | 1,193 | 0.5% | 0.52% | 1680 | -959 | -4.78% | Q4 2025 | Jan 23, 2026 |
| COLTON GROOME FINANCIAL ADVISORS, LLC | History | Added to | 19,078 | 1,191 | 0.34% | 0.26% | 1681 | +4,685 | 32.55% | Q4 2025 | Feb 10, 2026 |
| Ketron Financial | History | New | 19,035 | 1,189 | 0.4% | — | 1682 | +19,035 | New | Q4 2025 | Feb 24, 2026 |
| PFG Investments, LLC | History | Added to | 19,006 | 1,187 | 0.06% | 0.06% | 1684 | +919 | 5.08% | Q4 2025 | Jan 26, 2026 |
| WFA of San Diego, LLC | History | Added to | 19,015 | 1,187 | 0.87% | 0.76% | 1683 | +552 | 2.99% | Q4 2025 | Feb 17, 2026 |
| Glenview Trust Co | History | Added to | 18,954 | 1,184 | 0.02% | 0.02% | 1685 | +2,185 | 13.03% | Q4 2025 | Feb 09, 2026 |
| MATTERN CAPITAL MANAGEMENT, LLC | History | No change | 18,878 | 1,179 | 0.14% | 0.13% | 1686 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| INTEGRATED CAPITAL MANAGEMENT, INC. | History | Added to | 18,863 | 1,178 | 0.78% | 0.76% | 1687 | +693 | 3.81% | Q4 2025 | Jan 08, 2026 |
| Bridgewater Advisors Inc. | History | Reduced | 18,107 | 1,177 | 0.08% | 0.08% | 1688 | -610 | -3.26% | Q4 2025 | Jan 23, 2026 |
| MidWestOne Financial Group, Inc. | History | Reduced | 18,691 | 1,167 | 0.13% | 0.18% | 1689 | -5,700 | -23.37% | Q4 2025 | Feb 12, 2026 |
| Athena Investment Management | History | Added to | 18,642 | 1,164 | 0.6% | 0.43% | 1690 | +4,903 | 35.69% | Q4 2025 | Feb 12, 2026 |
| ANCHOR CAPITAL ADVISORS LLC | History | New | 18,582 | 1,160 | 0.03% | — | 1691 | +18,582 | New | Q4 2025 | Feb 10, 2026 |
| Family Capital Management, Inc. | History | Added to | 18,551 | 1,158 | 0.51% | 0.5% | 1694 | +972 | 5.53% | Q4 2025 | Jan 27, 2026 |
| Destiny Wealth Partners, LLC | History | No change | 17,533 | 1,158 | 0.13% | 0.13% | 1692 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | History | No change | 18,549 | 1,158 | 0.41% | 0.39% | 1693 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Cambria Investment Management, L.P. | History | Added to | 18,525 | 1,157 | 0.07% | 0.07% | 1695 | +79 | 0.43% | Q4 2025 | Feb 17, 2026 |
| Legacy Wealth Advisors, LLC | History | New | 18,499 | 1,155 | 0.76% | — | 1697 | +18,499 | New | Q4 2025 | Feb 17, 2026 |
| Glass Jacobson Investment Advisors llc | History | Reduced | 18,491 | 1,155 | 0.42% | 0.43% | 1696 | -1,254 | -6.35% | Q4 2025 | Jan 22, 2026 |
| Stirlingshire Investments, Inc. | History | New | 18,481 | 1,154 | 1.02% | — | 1698 | +18,481 | New | Q4 2025 | Feb 11, 2026 |
| Olde Wealth Management, LLC | History | Added to | 18,437 | 1,151 | 0.35% | 0.34% | 1699 | +442 | 2.46% | Q4 2025 | Feb 12, 2026 |
| Palisade Asset Management, LLC | History | Added to | 18,244 | 1,139 | 0.11% | 0.09% | 1700 | +1,762 | 10.69% | Q4 2025 | Feb 13, 2026 |
| Aureum Wealth Management, LLC | History | New | 18,223 | 1,138 | 1.06% | — | 1701 | +18,223 | New | Q4 2025 | Jan 28, 2026 |
| UPTICK PARTNERS, LLC | History | Added to | 18,190 | 1,136 | 0.24% | 0.23% | 1702 | +3,436 | 23.29% | Q4 2025 | Feb 02, 2026 |
| Westmount Partners, LLC | History | Reduced | 18,168 | 1,134 | 0.28% | 0.36% | 1703 | -4,609 | -20.24% | Q4 2025 | Jan 15, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Added to | 18,135 | 1,132 | 0.02% | 0.02% | 1704 | +2,441 | 15.55% | Q4 2025 | Feb 10, 2026 |
| RESOURCES MANAGEMENT CORP /CT/ /ADV | History | Added to | 18,101 | 1,131 | 0.15% | 0.13% | 1705 | +1,883 | 11.61% | Q4 2025 | Feb 13, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Added to | 18,025 | 1,126 | 0.03% | 0.01% | 1706 | +10,974 | 155.64% | Q4 2025 | Jan 12, 2026 |
| Fingerlakes Wealth Management, Inc. | History | Added to | 17,951 | 1,121 | 0.71% | 0.6% | 1707 | +2,522 | 16.35% | Q4 2025 | Feb 05, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | New | 17,936 | 1,120 | 0.36% | — | 1708 | +17,936 | New | Q4 2025 | Jan 27, 2026 |
| Clearstead Trust, LLC | History | Reduced | 17,912 | 1,118 | 0.18% | 0.22% | 1709 | -3,827 | -17.6% | Q4 2025 | Feb 09, 2026 |
| WorthPointe, LLC | History | New | 17,891 | 1,117 | 0.29% | — | 1710 | +17,891 | New | Q4 2025 | Jan 26, 2026 |
| Biltmore Family Office, LLC | History | Reduced | 17,876 | 1,116 | 0.15% | 0.16% | 1711 | -1,406 | -7.29% | Q4 2025 | Feb 04, 2026 |
| Golden Bell Financial Planning LLC | History | Reduced | 17,869 | 1,116 | 0.93% | 0.96% | 1712 | -531 | -2.89% | Q4 2025 | Feb 03, 2026 |
| Atala Financial Inc | History | Added to | 17,865 | 1,116 | 0.71% | 0.66% | 1713 | +209 | 1.18% | Q4 2025 | Jan 23, 2026 |
| Blue Zone Wealth Advisors, LLC | History | Reduced | 17,707 | 1,106 | 0.21% | 0.21% | 1714 | -161 | -0.9% | Q4 2025 | Jan 21, 2026 |
| Tufton Capital Management | History | Added to | 17,681 | 1,104 | 0.19% | 0.14% | 1715 | +4,830 | 37.58% | Q4 2025 | Jan 28, 2026 |
| Pillar Financial Advisors, LLC | History | Added to | 17,596 | 1,099 | 0.66% | 0.66% | 1716 | +181 | 1.04% | Q4 2025 | Feb 02, 2026 |
| Heck Capital Advisors, LLC | History | Added to | 17,532 | 1,095 | 0.08% | 0.08% | 1717 | +1,079 | 6.56% | Q4 2025 | Jan 16, 2026 |
| WPG Advisers, LLC | History | Reduced | 17,451 | 1,090 | 0.81% | 0.85% | 1718 | -827 | -4.52% | Q4 2025 | Jan 28, 2026 |
| Pinnacle Bancorp, Inc. | History | Reduced | 17,359 | 1,084 | 0.32% | 0.31% | 1719 | -10 | -0.06% | Q4 2025 | Jan 22, 2026 |
| GreatBanc Trust CO | History | Reduced | 17,325 | 1,082 | 0.76% | 1.27% | 1720 | -13,710 | -44.18% | Q4 2025 | Feb 12, 2026 |
| KFA Private Wealth Group, LLC | History | Added to | 17,293 | 1,080 | 0.26% | 0.23% | 1721 | +3,791 | 28.08% | Q4 2025 | Jan 07, 2026 |
| Financial Perspectives, Inc | History | Added to | 17,292 | 1,080 | 0.29% | 0.29% | 1722 | +28 | 0.16% | Q4 2025 | Jan 28, 2026 |
| Kestra Investment Management, LLC | History | Added to | 17,272 | 1,078 | 0.03% | 0.03% | 1723 | +1,209 | 7.53% | Q4 2025 | Feb 09, 2026 |
| WOODSTOCK CORP | History | No change | 17,235 | 1,076 | 0.09% | 0.09% | 1724 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| VISTA CAPITAL PARTNERS, INC. | History | Added to | 17,224 | 1,075 | 0.11% | 0.06% | 1725 | +7,754 | 81.88% | Q4 2025 | Feb 02, 2026 |
| MCDONALD PARTNERS LLC | History | Added to | 17,190 | 1,073 | 0.34% | 0.28% | 1726 | +1,461 | 9.29% | Q4 2025 | Feb 02, 2026 |
| Aristotle Capital Management, LLC | History | Added to | 17,154 | 1,071 | 0.0% | 0.0% | 1727 | +11,133 | 184.9% | Q4 2025 | Feb 17, 2026 |
| Heritage Family Offices, LLP | History | New | 17,099 | 1,068 | 0.49% | — | 1728 | +17,099 | New | Q4 2025 | Jan 12, 2026 |
| FLC Capital Advisors | History | Added to | 17,084 | 1,067 | 0.2% | 0.17% | 1729 | +2,382 | 16.2% | Q4 2025 | Feb 11, 2026 |
| FAS Wealth Partners, Inc. | History | Added to | 17,023 | 1,063 | 0.07% | 0.07% | 1730 | +55 | 0.32% | Q4 2025 | Feb 18, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Added to | 44,946 | 1,059 | 0.34% | 1.67% | 1731 | +10 | 0.02% | Q4 2025 | Jan 22, 2026 |
| Wrenne Financial Planning LLC | History | Reduced | 16,938 | 1,058 | 0.43% | 0.45% | 1732 | -518 | -2.97% | Q4 2025 | Feb 10, 2026 |
| DKM Wealth Management, Inc. | History | Reduced | 16,896 | 1,055 | 0.79% | 0.82% | 1733 | -200 | -1.17% | Q4 2025 | Jan 12, 2026 |
| Tillman Hartley LLC | History | Added to | 16,861 | 1,053 | 0.26% | 0.08% | 1734 | +11,402 | 208.87% | Q4 2025 | Feb 13, 2026 |
| Burton Enright Welch | History | Added to | 16,841 | 1,052 | 0.15% | 0.15% | 1735 | +223 | 1.34% | Q4 2025 | Feb 13, 2026 |
| GODSEY & GIBB, INC | History | Added to | 16,825 | 1,051 | 0.09% | 0.08% | 1736 | +1,252 | 8.04% | Q4 2025 | Jan 27, 2026 |
| XML Financial, LLC | History | Added to | 16,789 | 1,048 | 0.09% | 0.05% | 1737 | +6,354 | 60.89% | Q4 2025 | Feb 11, 2026 |
| TCV Trust & Wealth Management, Inc. | History | Reduced | 16,758 | 1,046 | 0.08% | 0.09% | 1738 | -947 | -5.35% | Q4 2025 | Jan 23, 2026 |
| Mayfair Advisory Group, LLC | History | Added to | 16,492 | 1,042 | 0.4% | 0.42% | 1739 | +80 | 0.49% | Q4 2025 | Jan 21, 2026 |
| Paragon Capital Management Ltd | History | Added to | 16,625 | 1,038 | 0.21% | 0.18% | 1740 | +358 | 2.2% | Q4 2025 | Jan 22, 2026 |
| Freedom Financial Partners LLC | History | Reduced | 16,592 | 1,036 | 0.38% | 0.42% | 1741 | -1,865 | -10.1% | Q4 2025 | Jan 06, 2026 |
| Strategic Financial Services, Inc. | History | No change | 15,355 | 1,034 | 0.05% | 0.05% | 1742 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Coppell Advisory Solutions LLC | History | Added to | 16,460 | 1,033 | 0.1% | 0.1% | 1743 | +661 | 4.18% | Q4 2025 | Feb 17, 2026 |
| TOBIAS FINANCIAL ADVISORS, INC. | History | Reduced | 16,530 | 1,032 | 0.15% | 0.2% | 1744 | -5,985 | -26.58% | Q4 2025 | Feb 13, 2026 |
| Stordahl Capital Management, Inc. | History | Reduced | 16,501 | 1,030 | 0.21% | 0.21% | 1745 | -138 | -0.83% | Q4 2025 | Jan 27, 2026 |
| Busey Bank | History | Added to | 16,466 | 1,028 | 0.03% | 0.02% | 1746 | +2,260 | 15.91% | Q4 2025 | Jan 27, 2026 |
| Bank of Jackson Hole Trust | History | Added to | 16,396 | 1,024 | 0.49% | 0.4% | 1747 | +2,903 | 21.51% | Q4 2025 | Feb 12, 2026 |
| MTM Investment Management, LLC | History | Reduced | 16,391 | 1,023 | 0.33% | 0.31% | 1748 | -3 | -0.02% | Q4 2025 | Feb 09, 2026 |
| Integrated Capital Management, LLC | History | Added to | 16,321 | 1,019 | 0.44% | 0.44% | 1749 | +279 | 1.74% | Q4 2025 | Jan 26, 2026 |
| Mountain Capital Investment Advisors Inc. | History | Reduced | 15,457 | 1,016 | 0.16% | 0.24% | 1750 | -7,534 | -32.77% | Q4 2025 | Jan 28, 2026 |
| Center for Financial Planning, Inc. | History | Added to | 16,254 | 1,015 | 0.11% | 0.1% | 1751 | +1,223 | 8.14% | Q4 2025 | Feb 05, 2026 |
| Polaris Investment Advisors, LLC | History | New | 16,244 | 1,014 | 0.73% | — | 1752 | +16,244 | New | Q4 2025 | Jan 15, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Reduced | 16,219 | 1,013 | 0.11% | 0.12% | 1753 | -530 | -3.16% | Q4 2025 | Jan 08, 2026 |
| Portfolio Resources Advisor Group, Inc. | History | New | 16,163 | 1,009 | 1.01% | — | 1755 | +16,163 | New | Q4 2025 | Feb 13, 2026 |
| Axecap Investments, LLC | History | New | 16,159 | 1,009 | 0.62% | — | 1754 | +16,159 | New | Q4 2025 | Jan 29, 2026 |
| MACROVIEW INVESTMENT MANAGEMENT LLC | History | Added to | 16,097 | 1,005 | 0.69% | 0.64% | 1756 | +1,699 | 11.8% | Q4 2025 | Feb 05, 2026 |
| Harpswell Capital Advisors, LLC | History | Reduced | 16,090 | 1,005 | 0.8% | 1.0% | 1757 | -1,384 | -7.92% | Q4 2025 | Feb 11, 2026 |
| First County Bank /CT/ | History | Added to | 16,096 | 1,005 | 0.53% | 0.48% | 1758 | +379 | 2.41% | Q4 2025 | Jan 14, 2026 |
| RDA Financial Network | History | Added to | 16,057 | 1,003 | 0.24% | 0.22% | 1759 | +923 | 6.1% | Q4 2025 | Jan 06, 2026 |
| Allie Family Office LLC | History | No change | 16,050 | 1,002 | 0.47% | 0.46% | 1760 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Friedenthal Financial | History | Reduced | 16,034 | 1,001 | 0.51% | 0.5% | 1761 | -110 | -0.68% | Q4 2025 | Jan 27, 2026 |
| Next Capital Management LLC | History | No change | 16,023 | 1,000 | 0.32% | 0.32% | 1762 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| HOWLAND CAPITAL MANAGEMENT LLC | History | No change | 15,998 | 999 | 0.04% | 0.04% | 1763 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Summit Wealth Partners, LLC | History | Added to | 15,916 | 994 | 0.18% | 0.16% | 1764 | +1,414 | 9.75% | Q4 2025 | Jan 27, 2026 |
| Abacus Wealth Partners, LLC | History | New | 15,902 | 993 | 0.1% | — | 1765 | +15,902 | New | Q4 2025 | Feb 05, 2026 |
| W ADVISORS, LLC | History | Reduced | 15,874 | 991 | 0.5% | 0.52% | 1766 | -604 | -3.67% | Q4 2025 | Feb 13, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 15,853 | 990 | 0.07% | 0.08% | 1767 | -1,995 | -11.18% | Q4 2025 | Jan 21, 2026 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | History | Reduced | 14,740 | 989 | 0.01% | 0.01% | 1768 | -1,050 | -6.65% | Q4 2025 | Jan 28, 2026 |
| Belleair Asset Management, LLC | History | New | 15,830 | 988 | 0.94% | — | 1769 | +15,830 | New | Q4 2025 | Jan 30, 2026 |
| SPIREPOINT PRIVATE CLIENT, LLC | History | Added to | 15,802 | 987 | 0.09% | 0.03% | 1770 | +11,049 | 232.46% | Q4 2025 | Jan 22, 2026 |
| Horizon Investment Services, LLC | History | Added to | 15,777 | 985 | 0.35% | 0.36% | 1771 | +29 | 0.18% | Q4 2025 | Feb 13, 2026 |
| Valpey Financial Services, LLC | History | Reduced | 15,747 | 983 | 0.63% | 0.62% | 1773 | -61 | -0.39% | Q4 2025 | Mar 04, 2026 |
| Northwest Bancshares, Inc. | History | Reduced | 15,746 | 983 | 0.19% | 0.16% | 1772 | -10 | -0.06% | Q4 2025 | Feb 13, 2026 |
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | History | Added to | 15,675 | 979 | 0.07% | 0.06% | 1774 | +3,273 | 26.39% | Q4 2025 | Jan 12, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Added to | 15,679 | 979 | 0.21% | 0.19% | 1775 | +747 | 5.0% | Q4 2025 | Jan 16, 2026 |
| CRUX WEALTH ADVISORS | History | Added to | 15,665 | 978 | 0.36% | 0.37% | 1776 | +185 | 1.2% | Q4 2025 | Jan 21, 2026 |
| FSA Advisors, Inc. | History | Reduced | 15,642 | 977 | 0.68% | 2.53% | 1777 | -37,589 | -70.61% | Q4 2025 | Feb 02, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Added to | 15,632 | 976 | 0.08% | 0.05% | 1778 | +3,947 | 33.78% | Q4 2025 | Jan 23, 2026 |
| Richard W. Paul & Associates, LLC | History | Added to | 15,637 | 976 | 0.32% | 0.32% | 1779 | +42 | 0.27% | Q4 2025 | Feb 12, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Reduced | 15,589 | 973 | 0.06% | 0.07% | 1780 | -1,030 | -6.2% | Q4 2025 | Jan 26, 2026 |
| UNIVEST FINANCIAL Corp | History | Added to | 15,566 | 972 | 0.05% | 0.05% | 1781 | +1,023 | 7.03% | Q4 2025 | Feb 04, 2026 |
| RAINIER FAMILY WEALTH INC | History | Added to | 15,562 | 972 | 0.73% | 0.83% | 1782 | +78 | 0.5% | Q4 2025 | Jan 20, 2026 |
| Tudor Financial Inc. | History | Added to | 15,535 | 970 | 0.5% | 0.47% | 1784 | +749 | 5.07% | Q4 2025 | Feb 13, 2026 |
| Fragasso Financial Advisors Inc | History | Reduced | 15,540 | 970 | 0.06% | 0.06% | 1783 | -148 | -0.94% | Q4 2025 | Jan 07, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Added to | 15,504 | 968 | 0.12% | 0.11% | 1785 | +66 | 0.43% | Q4 2025 | Feb 13, 2026 |
| Santori & Peters, Inc. | History | Added to | 15,446 | 964 | 0.33% | 0.33% | 1786 | +213 | 1.4% | Q4 2025 | Jan 15, 2026 |
| Rice Partnership, LLC | History | Reduced | 15,394 | 961 | 0.13% | 0.14% | 1787 | -761 | -4.71% | Q4 2025 | Feb 10, 2026 |
| Sound View Wealth Advisors Group, LLC | History | No change | 15,369 | 960 | 0.06% | 0.06% | 1788 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Viewpoint Capital Management LLC | History | No change | 15,346 | 958 | 0.41% | 0.4% | 1789 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Arsenal Capital Advisors LLC | History | New | 15,283 | 954 | 0.67% | — | 1791 | +15,283 | New | Q4 2025 | Feb 11, 2026 |
| Douglass Winthrop Advisors, LLC | History | Reduced | 15,285 | 954 | 0.02% | 0.03% | 1790 | -10,000 | -39.55% | Q4 2025 | Feb 12, 2026 |
| Chevy Chase Trust Holdings, LLC | History | No change | 15,240 | 952 | 0.0% | 0.0% | 1792 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Aspire Capital Advisors LLC | History | No change | 15,225 | 951 | 0.22% | 0.22% | 1793 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Pacific Sage Partners, LLC | History | Added to | 15,167 | 947 | 0.15% | 0.11% | 1794 | +4,046 | 36.38% | Q4 2025 | Jan 16, 2026 |
| TWIN CITY PRIVATE WEALTH, LLC | History | Reduced | 15,134 | 945 | 0.71% | 0.79% | 1795 | -1,750 | -10.36% | Q4 2025 | Feb 13, 2026 |
| RAM Investment Partners, LLC | History | Reduced | 15,115 | 944 | 0.17% | 0.19% | 1796 | -1,944 | -11.4% | Q4 2025 | Feb 12, 2026 |
| Black Cypress Capital Management, LLC | History | Reduced | 15,121 | 944 | 0.66% | 0.69% | 1797 | -223 | -1.45% | Q4 2025 | Feb 10, 2026 |
| National Wealth Management Group, LLC | History | Added to | 15,065 | 941 | 0.33% | 0.14% | 1798 | +8,776 | 139.55% | Q4 2025 | Jan 12, 2026 |
| Vantage Point Financial LLC | History | Added to | 15,063 | 941 | 0.34% | 0.34% | 1799 | +489 | 3.36% | Q4 2025 | Feb 02, 2026 |
| My Personal CFO, LLC | History | Reduced | 15,045 | 939 | 0.39% | 2.82% | 1800 | -106,599 | -87.63% | Q4 2025 | Jan 15, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | Added to | 15,020 | 938 | 0.36% | 0.37% | 1801 | +890 | 6.3% | Q4 2025 | Jan 27, 2026 |
| Stephens Consulting, LLC | History | Reduced | 15,015 | 938 | 0.3% | 0.31% | 1802 | -64 | -0.42% | Q4 2025 | Jan 13, 2026 |
| ADAMSBROWN WEALTH CONSULTANTS LLC | History | Reduced | 14,968 | 935 | 0.26% | 0.25% | 1803 | -137 | -0.91% | Q4 2025 | Jan 13, 2026 |
| Sonoma Private Wealth LLC | History | Added to | 14,918 | 931 | 1.12% | 1.03% | 1804 | +449 | 3.1% | Q4 2025 | Feb 17, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Reduced | 14,869 | 928 | 0.11% | 0.12% | 1805 | -131 | -0.87% | Q4 2025 | Jan 07, 2026 |
| Bay Capital Advisors, LLC | History | Added to | 14,858 | 928 | 0.57% | 0.58% | 1806 | +13 | 0.09% | Q4 2025 | Jan 16, 2026 |
| Yoder Wealth Management, Inc. | History | No change | 14,841 | 927 | 0.42% | 0.42% | 1807 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Waterfront Wealth Inc. | History | Added to | 13,980 | 926 | 0.18% | 0.16% | 1808 | +948 | 7.27% | Q4 2025 | Jan 27, 2026 |
| Beckerman Institutional, LLC | History | Added to | 14,748 | 921 | 0.52% | 0.52% | 1809 | +100 | 0.68% | Q4 2025 | Feb 10, 2026 |
| Capstone Wealth Management Group LLC | History | Added to | 14,716 | 919 | 0.56% | 0.46% | 1810 | +2,784 | 23.33% | Q4 2025 | Jan 09, 2026 |
| Edgestream Partners, L.P. | History | Reduced | 14,701 | 918 | 0.03% | 0.05% | 1811 | -12,509 | -45.97% | Q4 2025 | Feb 13, 2026 |
| Innovative Wealth Building LLC | History | Added to | 14,691 | 917 | 0.67% | 0.6% | 1814 | +1,805 | 14.01% | Q4 2025 | Feb 17, 2026 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | History | Reduced | 14,682 | 917 | 0.31% | 0.31% | 1812 | -198 | -1.33% | Q4 2025 | Jan 22, 2026 |
| Modus Advisors, LLC | History | Reduced | 14,680 | 917 | 0.24% | 0.24% | 1813 | -29 | -0.2% | Q4 2025 | Feb 11, 2026 |
| Elser Financial Planning, Inc | History | Reduced | 14,659 | 915 | 0.66% | 1.11% | 1815 | -591 | -3.88% | Q4 2025 | Jan 15, 2026 |
| Exchange Bank | History | Reduced | 14,642 | 914 | 0.63% | 0.61% | 1816 | -39 | -0.27% | Q4 2025 | Jan 13, 2026 |
| Carmel Capital Partners, LLC | History | Added to | 14,566 | 909 | 0.32% | 0.36% | 1817 | +450 | 3.19% | Q4 2025 | Jan 29, 2026 |
| SAGE RHINO CAPITAL LLC | History | Added to | 14,474 | 904 | 0.17% | 0.16% | 1818 | +443 | 3.16% | Q4 2025 | Jan 30, 2026 |
| Golden State Equity Partners | History | Added to | 14,452 | 902 | 0.15% | 0.13% | 1819 | +1,736 | 13.65% | Q4 2025 | Jan 29, 2026 |
| KINTRA WEALTH, LLC | History | New | 14,412 | 900 | 0.13% | — | 1820 | +14,412 | New | Q4 2025 | Feb 18, 2026 |
| STRATEGIC ADVISORY PARTNERS, LLC | History | New | 14,388 | 898 | 0.75% | — | 1822 | +14,388 | New | Q4 2025 | Mar 03, 2026 |
| Capital Advantage, Inc. | History | Reduced | 14,382 | 898 | 0.12% | 0.13% | 1821 | -80 | -0.55% | Q4 2025 | Jan 07, 2026 |
| TriaGen Wealth Management LLC | History | No change | 14,353 | 896 | 0.23% | 0.22% | 1823 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | History | Added to | 14,340 | 895 | 0.16% | 0.16% | 1824 | +15 | 0.1% | Q4 2025 | Jan 29, 2026 |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | History | New | 14,305 | 893 | 0.84% | — | 1826 | +14,305 | New | Q4 2025 | Feb 02, 2026 |
| Vigilare Wealth Management | History | No change | 14,300 | 893 | 0.3% | 0.3% | 1825 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| 55 North Private Wealth, LLC | History | New | 14,269 | 891 | 0.23% | — | 1828 | +14,269 | New | Q4 2025 | Jan 27, 2026 |
| Skyline Advisors, Inc. | History | Added to | 14,267 | 891 | 0.3% | 0.26% | 1827 | +1,848 | 14.88% | Q4 2025 | Jan 12, 2026 |
| ROMANO BROTHERS AND COMPANY | History | Reduced | 14,262 | 890 | 0.1% | 0.1% | 1829 | -400 | -2.73% | Q4 2025 | Jan 14, 2026 |
| Golden Reserve Retirement LLC | History | New | 14,225 | 888 | 0.16% | — | 1830 | +14,225 | New | Q4 2025 | Jan 29, 2026 |
| Richard P Slaughter Associates Inc | History | Added to | 14,092 | 880 | 0.18% | 0.18% | 1832 | +473 | 3.47% | Q4 2025 | Jan 12, 2026 |
| BigSur Wealth Management LLC | History | No change | 14,100 | 880 | 0.21% | 0.21% | 1831 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Perfromance Wealth Partners, LLC | History | Added to | 14,083 | 879 | 0.02% | 0.01% | 1833 | +5,180 | 58.18% | Q4 2025 | Jan 21, 2026 |
| 14B Captial Management LP | History | New | 14,000 | 874 | 0.7% | — | 1834 | +14,000 | New | Q4 2025 | Feb 17, 2026 |
| Sankala Group LLC | History | New | 12,435 | 873 | 0.7% | — | 1835 | +12,435 | New | Q4 2025 | Mar 02, 2026 |
| Global Assets Advisory, LLC | History | Added to | 13,922 | 869 | 0.25% | 0.18% | 1836 | +3,785 | 37.34% | Q4 2025 | Feb 09, 2026 |
| Evernest Financial Advisors, LLC | History | Reduced | 12,710 | 868 | 0.18% | 0.29% | 1838 | -4,488 | -26.1% | Q4 2025 | Feb 13, 2026 |
| FIRST MERCHANTS CORP | History | Added to | 13,903 | 868 | 0.03% | 0.03% | 1837 | +583 | 4.38% | Q4 2025 | Jan 12, 2026 |
| Clarendon Private LLC | History | No change | 13,868 | 866 | 0.73% | 0.75% | 1839 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Fort Vancouver Investment Management, LLC | History | Reduced | 13,845 | 864 | 0.46% | 0.55% | 1840 | -2,823 | -16.94% | Q4 2025 | Feb 06, 2026 |
| Intelligence Driven Advisers, LLC | History | Added to | 13,813 | 862 | 0.12% | 0.11% | 1842 | +609 | 4.61% | Q4 2025 | Jan 23, 2026 |
| TCI Wealth Advisors, Inc. | History | Added to | 13,809 | 862 | 0.05% | 0.05% | 1841 | +266 | 1.96% | Q4 2025 | Feb 02, 2026 |
| Kera Capital Partners, Inc. | History | Added to | 12,970 | 858 | 0.11% | 0.1% | 1845 | +1,783 | 15.94% | Q4 2025 | Feb 23, 2026 |
| True Vision MN LLC | History | Reduced | 13,736 | 858 | 0.44% | 0.46% | 1844 | -1,050 | -7.1% | Q4 2025 | Jan 14, 2026 |
| POTOMAC FUND MANAGEMENT INC /ADV | History | Reduced | 13,749 | 858 | 0.03% | 0.04% | 1843 | -502 | -3.52% | Q4 2025 | Feb 13, 2026 |
| BCS Wealth Management | History | Added to | 13,726 | 857 | 0.09% | 0.09% | 1847 | +6,756 | 96.93% | Q4 2025 | Jan 26, 2026 |
| Fiscal Wisdom Wealth Management, LLC | History | Added to | 13,724 | 857 | 0.81% | 0.59% | 1848 | +3,504 | 34.29% | Q4 2025 | Jan 27, 2026 |
| First National Bank of Hutchinson | History | No change | 13,732 | 857 | 0.5% | 0.43% | 1846 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| LS Investment Advisors, LLC | History | Reduced | 13,711 | 856 | 0.12% | 0.13% | 1849 | -2,250 | -14.1% | Q4 2025 | Jan 26, 2026 |
| Advisory Alpha, LLC | History | Added to | 13,712 | 856 | 0.02% | 0.02% | 1850 | +908 | 7.09% | Q4 2025 | Feb 06, 2026 |
| Dentgroup LLC | History | Reduced | 13,618 | 850 | 0.58% | 0.64% | 1851 | -2,929 | -17.7% | Q4 2025 | Jan 28, 2026 |
| NorthCrest Asset Manangement, LLC | History | Reduced | 13,294 | 850 | 0.02% | 0.02% | 1852 | -733 | -5.23% | Q4 2025 | Jan 08, 2026 |
| Accurate Wealth Management, LLC | History | Reduced | 13,143 | 848 | 0.11% | 0.12% | 1853 | -1,986 | -13.13% | Q4 2025 | Jan 14, 2026 |
| MA Private Wealth | History | Reduced | 13,527 | 845 | 0.14% | 0.18% | 1854 | -3,931 | -22.52% | Q4 2025 | Feb 03, 2026 |
| Spinnaker Investment Group, LLC | History | Added to | 13,539 | 845 | 0.15% | 0.12% | 1855 | +3,222 | 31.23% | Q4 2025 | Jan 12, 2026 |
| Raleigh Capital Management Inc. | History | Reduced | 13,507 | 843 | 0.31% | 0.35% | 1856 | -1,907 | -12.37% | Q4 2025 | Jan 21, 2026 |
| FORTRESS FINANCIAL GROUP, LLC | History | Added to | 13,483 | 842 | 0.62% | 0.62% | 1857 | +20 | 0.15% | Q4 2025 | Jan 23, 2026 |
| Forthright Family Wealth Advisory LLC | History | Reduced | 13,465 | 841 | 0.53% | 0.52% | 1858 | -719 | -5.07% | Q4 2025 | Feb 23, 2026 |
| Revisor Wealth Management LLC | History | Added to | 13,008 | 833 | 0.22% | 0.21% | 1860 | +3,015 | 30.17% | Q4 2025 | Jan 27, 2026 |
| Annex Advisory Services, LLC | History | Added to | 13,350 | 833 | 0.02% | 0.02% | 1859 | +176 | 1.34% | Q4 2025 | Jan 26, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 13,301 | 830 | 0.72% | — | 1861 | +13,301 | New | Q4 2025 | Feb 10, 2026 |
| SNS Financial Group, LLC | History | Reduced | 13,272 | 829 | 0.07% | 0.07% | 1862 | -540 | -3.91% | Q4 2025 | Feb 02, 2026 |
| Koesten, Hirschmann & Crabtree, INC. | History | Reduced | 13,251 | 827 | 0.41% | 0.39% | 1863 | -455 | -3.32% | Q4 2025 | Feb 09, 2026 |
| Approach Retirement Advisors, LLC | History | New | 13,128 | 820 | 0.71% | — | 1866 | +13,128 | New | Q4 2025 | Jan 29, 2026 |
| Pathway Financial Advisors LLC | History | Reduced | 12,798 | 820 | 0.1% | 0.11% | 1865 | -1,030 | -7.45% | Q4 2025 | Jan 14, 2026 |
| Independence Bank of Kentucky | History | No change | 13,135 | 820 | 0.1% | 0.1% | 1864 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Bluesphere Advisors LLC | History | Added to | 13,118 | 819 | 0.36% | 0.35% | 1867 | +300 | 2.34% | Q4 2025 | Jan 21, 2026 |
| Alaethes Wealth, LLC | History | Added to | 13,083 | 817 | 0.23% | 0.21% | 1868 | +909 | 7.47% | Q4 2025 | Feb 12, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Added to | 13,048 | 815 | 0.14% | 0.13% | 1869 | +496 | 3.95% | Q4 2025 | Feb 10, 2026 |
| St. Clair Advisors, LLC | History | Added to | 13,049 | 815 | 0.21% | 0.2% | 1870 | +214 | 1.67% | Q4 2025 | Jan 20, 2026 |
| Resonant Capital Advisors, LLC | History | No change | 13,000 | 812 | 0.04% | 0.05% | 1871 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| GEM Asset Management, LLC | History | Added to | 12,672 | 809 | 0.36% | 0.25% | 1873 | +4,113 | 48.05% | Q4 2025 | Jan 09, 2026 |
| Claro Advisors Inc. | History | Reduced | 12,966 | 809 | 0.11% | 0.12% | 1872 | -399 | -2.99% | Q4 2025 | Feb 17, 2026 |
| Petix & Botte Co | History | Added to | 12,888 | 805 | 0.18% | 0.17% | 1874 | +600 | 4.88% | Q4 2025 | Feb 05, 2026 |
| Apollon Financial, LLC | History | Added to | 12,897 | 805 | 0.12% | 0.12% | 1875 | +361 | 2.88% | Q4 2025 | Jan 22, 2026 |
| Arkos Global Advisors | History | Reduced | 12,871 | 804 | 0.1% | 0.1% | 1876 | -730 | -5.37% | Q4 2025 | Feb 13, 2026 |
| SILVER OAK WEALTH ADVISORS SERVICES, LLC | History | Reduced | 12,875 | 804 | 0.52% | 0.51% | 1877 | -70 | -0.54% | Q4 2025 | Jan 29, 2026 |
| Sound Income Strategies, LLC | History | Added to | 12,337 | 803 | 0.04% | 0.03% | 1878 | +2,982 | 31.88% | Q4 2025 | Jan 21, 2026 |
| Venturi Wealth Management, LLC | History | Reduced | 12,853 | 802 | 0.04% | 0.07% | 1879 | -10,568 | -45.12% | Q4 2025 | Jan 22, 2026 |
| Warren Street Wealth Advisors, LLC | History | Reduced | 12,809 | 800 | 0.23% | 0.35% | 1880 | -6,787 | -34.63% | Q4 2025 | Jan 29, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 12,782 | 798 | 0.09% | 0.07% | 1883 | +3,616 | 39.45% | Q4 2025 | Feb 11, 2026 |
| EAGLE GLOBAL ADVISORS LLC | History | Added to | 12,785 | 798 | 0.03% | 0.03% | 1881 | +191 | 1.52% | Q4 2025 | Jan 28, 2026 |
| DecisionPoint Financial, LLC | History | Reduced | 12,789 | 798 | 0.18% | 0.18% | 1882 | -36 | -0.28% | Q4 2025 | Jan 29, 2026 |
| Fiduciary Alliance LLC | History | Added to | 12,710 | 793 | 0.05% | 0.04% | 1884 | +3,601 | 39.53% | Q4 2025 | Jan 22, 2026 |
| Elgethun Capital Management | History | Added to | 12,676 | 791 | 0.14% | 0.14% | 1885 | +179 | 1.43% | Q4 2025 | Feb 10, 2026 |
| Objective Capital Management, LLC | History | No change | 12,640 | 789 | 0.8% | 0.78% | 1886 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Integrated Wealth Management | History | New | 12,577 | 785 | 0.88% | — | 1887 | +12,577 | New | Q4 2025 | Mar 03, 2026 |
| Brookwood Investment Group LLC | History | Added to | 12,560 | 784 | 0.09% | 0.1% | 1888 | +55 | 0.44% | Q4 2025 | Jan 22, 2026 |
| Forefront Wealth Partners, LLC | History | Reduced | 12,550 | 783 | 0.37% | 1.85% | 1891 | -110,345 | -89.79% | Q4 2025 | Feb 06, 2026 |
| Redmond Asset Management, LLC | History | Added to | 12,545 | 783 | 0.2% | 0.18% | 1889 | +15 | 0.12% | Q4 2025 | Feb 09, 2026 |
| VIAWEALTH, LLC | History | Reduced | 12,550 | 783 | 0.44% | 0.41% | 1890 | -13 | -0.1% | Q4 2025 | Feb 10, 2026 |
| Powers Advisory Group, LLC | History | Added to | 12,508 | 781 | 0.29% | 0.28% | 1892 | +965 | 8.36% | Q4 2025 | Jan 22, 2026 |
| Darden Wealth Group Inc | History | Added to | 12,515 | 781 | 0.38% | 0.39% | 1893 | +8 | 0.06% | Q4 2025 | Feb 09, 2026 |
| London & Capital Asset Management Ltd | History | Reduced | 12,478 | 779 | 0.01% | 0.07% | 1894 | -3,929 | -23.95% | Q4 2025 | Feb 17, 2026 |
| Capital Squared Financial LLC | History | Added to | 12,459 | 778 | 0.61% | 0.53% | 1896 | +2,271 | 22.29% | Q4 2025 | Apr 17, 2026 |
| Wealth Dimensions Group, Ltd. | History | Reduced | 12,457 | 778 | 0.15% | 0.16% | 1895 | -621 | -4.75% | Q4 2025 | Feb 13, 2026 |
| INTEGRAL INVESTMENT ADVISORS, INC. | History | Added to | 12,453 | 777 | 0.19% | 0.17% | 1899 | +2,110 | 20.4% | Q4 2025 | Feb 06, 2026 |
| EVERETT HARRIS & CO /CA/ | History | Added to | 12,450 | 777 | 0.01% | 0.01% | 1898 | +968 | 8.43% | Q4 2025 | Feb 11, 2026 |
| FAYEZ SAROFIM & CO | History | No change | 12,444 | 777 | 0.0% | 0.0% | 1897 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Round Rock Advisors LLC | History | Added to | 12,433 | 776 | 0.12% | 0.12% | 1900 | +12 | 0.1% | Q4 2025 | Apr 07, 2026 |
| Opulen Financial Group LLC | History | Added to | 12,388 | 773 | 0.56% | 0.56% | 1901 | +73 | 0.59% | Q4 2025 | Feb 10, 2026 |
| Spectrum Asset Management, Inc. (NB/CA) | History | Reduced | 12,283 | 767 | 0.26% | 0.26% | 1902 | -169 | -1.36% | Q4 2025 | Jan 26, 2026 |
| VeraBank, N.A. | History | Reduced | 12,267 | 766 | 0.14% | 0.14% | 1903 | -34 | -0.28% | Q4 2025 | Feb 11, 2026 |
| Hobart Private Capital, LLC | History | Reduced | 12,253 | 765 | 0.15% | 0.36% | 1904 | -16,849 | -57.9% | Q4 2025 | Jan 27, 2026 |
| CAMBIAR INVESTORS LLC | History | Added to | 12,201 | 762 | 0.03% | 0.01% | 1905 | +8,400 | 220.99% | Q4 2025 | Jan 23, 2026 |
| Missouri Trust & Investment Co | History | Reduced | 12,206 | 762 | 0.22% | 0.22% | 1906 | -55 | -0.45% | Q4 2025 | Feb 13, 2026 |
| Freedom Investment Management, Inc. | History | Reduced | 12,167 | 760 | 0.22% | 0.19% | 1907 | -85 | -0.69% | Q4 2025 | Feb 06, 2026 |
| Alpha Financial Advisors, LLC | History | Reduced | 12,154 | 759 | 0.23% | 0.27% | 1908 | -501 | -3.96% | Q4 2025 | Jan 20, 2026 |
| River Wealth Advisors LLC | History | Added to | 12,143 | 758 | 0.09% | 0.08% | 1910 | +161 | 1.34% | Q4 2025 | Feb 13, 2026 |
| LAFFER TENGLER INVESTMENTS, INC. | History | No change | 12,142 | 758 | 0.12% | 0.12% | 1909 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Peak Wealth Management LLC | History | New | 12,089 | 755 | 0.63% | — | 1912 | +12,089 | New | Q4 2025 | Feb 04, 2026 |
| Center For Asset Management LLC | History | Reduced | 12,098 | 755 | 0.39% | 0.39% | 1911 | -18 | -0.15% | Q4 2025 | Jan 21, 2026 |
| Pearl Planning LLC | History | New | 12,078 | 754 | 0.46% | — | 1915 | +12,078 | New | Q4 2025 | Feb 03, 2026 |
| Cornerstone Financial Group, LLC /NE/ | History | Added to | 12,073 | 754 | 0.53% | 0.52% | 1913 | +902 | 8.07% | Q4 2025 | Feb 11, 2026 |
| VIRTUE ASSET MANAGEMENT LLC | History | Reduced | 12,080 | 754 | 0.6% | 0.62% | 1914 | -373 | -3.0% | Q4 2025 | Feb 10, 2026 |
| Sheridan Capital Management, LLC | History | Reduced | 12,008 | 750 | 0.38% | 0.38% | 1917 | -97 | -0.8% | Q4 2025 | Jan 23, 2026 |
| Radnor Capital Management, LLC | History | No change | 12,020 | 750 | 0.11% | 0.11% | 1916 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| TrueWealth Advisors, LLC | History | Reduced | 11,995 | 749 | 0.19% | 0.25% | 1918 | -3,644 | -23.3% | Q4 2025 | Jan 07, 2026 |
| Farmers National Bank | History | New | 11,985 | 748 | 0.17% | — | 1919 | +11,985 | New | Q4 2025 | Mar 12, 2026 |
| Kesler, Norman & Wride, LLC | History | New | 11,954 | 746 | 0.13% | — | 1920 | +11,954 | New | Q4 2025 | Feb 10, 2026 |
| apricus wealth, LLC | History | Added to | 11,951 | 746 | 0.38% | 0.32% | 1921 | +2,000 | 20.1% | Q4 2025 | Jan 15, 2026 |
| Stanley-Laman Group, Ltd. | History | Added to | 11,941 | 745 | 0.09% | 0.1% | 1922 | +486 | 4.24% | Q4 2025 | Jan 23, 2026 |
| Abbot Financial Management, Inc. | History | Added to | 11,911 | 744 | 0.31% | 0.3% | 1923 | +186 | 1.59% | Q4 2025 | Feb 13, 2026 |
| Foguth Wealth Management, LLC. | History | New | 11,759 | 743 | 0.12% | — | 1924 | +11,759 | New | Q4 2025 | Jan 05, 2026 |
| HTG Investment Advisors, Inc. | History | Added to | 11,879 | 742 | 0.23% | 0.24% | 1925 | +179 | 1.53% | Q4 2025 | Feb 02, 2026 |
| Princeton Global Asset Management LLC | History | Added to | 11,830 | 739 | 0.12% | 0.07% | 1927 | +5,112 | 76.09% | Q4 2025 | Jan 20, 2026 |
| HERITAGE INVESTORS MANAGEMENT CORP | History | Reduced | 11,826 | 739 | 0.02% | 0.02% | 1926 | -962 | -7.52% | Q4 2025 | Feb 06, 2026 |
| MeadowBrook Investment Advisors LLC | History | Added to | 11,810 | 737 | 0.63% | 0.61% | 1928 | +14 | 0.12% | Q4 2025 | Jan 14, 2026 |
| Requisite Capital Management, LLC | History | New | 11,792 | 736 | 0.14% | — | 1929 | +11,792 | New | Q4 2025 | Feb 05, 2026 |
| Sachetta, LLC | History | Reduced | 11,769 | 735 | 0.4% | 0.58% | 1930 | -14,329 | -54.9% | Q4 2025 | Feb 02, 2026 |
| Barnes Dennig Private Wealth Management LLC | History | No change | 11,757 | 734 | 0.74% | 0.76% | 1931 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| WEST MICHIGAN ADVISORS, LLC | History | Added to | 11,719 | 732 | 0.17% | 0.16% | 1933 | +519 | 4.63% | Q4 2025 | Jan 28, 2026 |
| Asset Management Group, Inc. | History | Reduced | 11,725 | 732 | 0.12% | 0.12% | 1932 | -114 | -0.96% | Q4 2025 | Feb 17, 2026 |
| Kingdom Financial Group LLC. | History | Added to | 11,683 | 729 | 0.23% | 0.12% | 1935 | +8,298 | 245.14% | Q4 2025 | Feb 06, 2026 |
| Dodds Wealth, LLC | History | Reduced | 11,672 | 729 | 0.18% | 0.2% | 1936 | -1,567 | -11.84% | Q4 2025 | Feb 11, 2026 |
| Guardian Financial Partners, LLC | History | Added to | 11,672 | 729 | 0.31% | 0.29% | 1934 | +191 | 1.66% | Q4 2025 | Jan 14, 2026 |
| Fourth Dimension Wealth, LLC | History | Added to | 11,660 | 728 | 0.27% | 0.27% | 1937 | +48 | 0.41% | Q4 2025 | Feb 04, 2026 |
| LEE DANNER & BASS INC | History | Added to | 11,642 | 727 | 0.05% | 0.05% | 1938 | +466 | 4.17% | Q4 2025 | Jan 29, 2026 |
| VILLERE ST DENIS J & CO LLC | History | No change | 11,610 | 725 | 0.07% | 0.07% | 1939 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Capital Planning LLC | History | Added to | 11,471 | 724 | 0.2% | 0.16% | 1940 | +2,448 | 27.13% | Q4 2025 | Jan 23, 2026 |
| Asempa Wealth Advisors | History | New | 11,572 | 722 | 0.62% | — | 1942 | +11,572 | New | Q4 2025 | Jan 08, 2026 |
| Quantum Financial Advisors, LLC | History | No change | 11,572 | 722 | 0.08% | 0.08% | 1941 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Oak Wealth Advisors LLC | History | No change | 11,549 | 721 | 0.41% | 0.4% | 1943 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Clarkston Capital Partners, LLC | History | New | 11,523 | 719 | 0.02% | — | 1944 | +11,523 | New | Q4 2025 | Feb 13, 2026 |
| Wellspring Financial Advisors, LLC | History | Reduced | 11,523 | 719 | 0.06% | 0.06% | 1945 | -105 | -0.9% | Q4 2025 | Feb 11, 2026 |
| Urban Financial Advisory Corp | History | Added to | 11,498 | 718 | 0.28% | 0.32% | 1946 | +171 | 1.51% | Q4 2025 | Feb 04, 2026 |
| Curtis Advisory Group, LLC | History | Reduced | 11,488 | 717 | 0.15% | 0.16% | 1947 | -184 | -1.58% | Q4 2025 | Jan 23, 2026 |
| Hemenway Trust Co LLC | History | Added to | 11,458 | 715 | 0.05% | 0.04% | 1948 | +2,335 | 25.59% | Q4 2025 | Feb 03, 2026 |
| Ledyard National Bank | History | Reduced | 11,350 | 709 | 0.06% | 0.07% | 1950 | -1,443 | -11.28% | Q4 2025 | Jan 21, 2026 |
| Bedel Financial Consulting, Inc. | History | Reduced | 11,355 | 709 | 0.08% | 0.1% | 1951 | -1,347 | -10.6% | Q4 2025 | Jan 28, 2026 |
| Empirical Asset Management, LLC | History | Reduced | 14,605 | 709 | 0.2% | 0.19% | 1952 | -302 | -2.03% | Q4 2025 | Feb 06, 2026 |
| GRANDFIELD & DODD, LLC | History | No change | 11,350 | 709 | 0.04% | 0.04% | 1949 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Nolet Wealth Management, LLC | History | New | 11,344 | 708 | 0.39% | — | 1953 | +11,344 | New | Q4 2025 | Feb 27, 2026 |
| Planned Solutions, Inc. | History | Reduced | 11,329 | 707 | 0.23% | 0.24% | 1954 | -158 | -1.38% | Q4 2025 | Jan 28, 2026 |
| CRA Financial Services, LLC | History | Added to | 11,254 | 703 | 0.09% | 0.06% | 1956 | +4,229 | 60.2% | Q4 2025 | Jan 16, 2026 |
| CHATHAM CAPITAL GROUP, INC. | History | No change | 11,260 | 703 | 0.1% | 0.1% | 1955 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Matisse Capital | History | No change | 11,228 | 701 | 0.31% | 0.3% | 1957 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | History | Added to | 11,129 | 695 | 0.16% | 0.16% | 1958 | +1 | 0.01% | Q4 2025 | Feb 02, 2026 |
| RIVER'S EDGE WEALTH MANAGEMENT, LLC | History | New | 10,105 | 694 | 0.68% | — | 1960 | +10,105 | New | Q4 2025 | Feb 17, 2026 |
| Sherman Asset Management, Inc. | History | Reduced | 11,125 | 694 | 0.59% | 0.64% | 1959 | -1,263 | -10.2% | Q4 2025 | Feb 05, 2026 |
| Forza Wealth Management, LLC | History | Reduced | 11,083 | 692 | 0.25% | 0.28% | 1961 | -1,125 | -9.22% | Q4 2025 | Feb 02, 2026 |
| CWS Financial Advisors, LLC | History | Added to | 11,063 | 691 | 0.19% | 0.16% | 1963 | +1,619 | 17.14% | Q4 2025 | Feb 06, 2026 |
| Fund Evaluation Group, LLC | History | Reduced | 11,074 | 691 | 0.02% | 0.02% | 1962 | -417 | -3.63% | Q4 2025 | Feb 11, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 11,048 | 690 | 0.09% | — | 1965 | +11,048 | New | Q4 2025 | Feb 09, 2026 |
| InTrack Investment Management Inc | History | Reduced | 11,047 | 690 | 0.39% | 0.4% | 1964 | -3 | -0.03% | Q4 2025 | Jan 14, 2026 |
| Carnegie Investment Counsel | History | Added to | 10,951 | 684 | 0.01% | 0.01% | 1966 | +814 | 8.03% | Q4 2025 | Jan 23, 2026 |
| Frontier Asset Management, LLC | History | Added to | 10,941 | 683 | 0.16% | 0.16% | 1967 | +223 | 2.08% | Q4 2025 | Feb 04, 2026 |
| VAN DEN BERG MANAGEMENT I, INC | History | Reduced | 10,895 | 680 | 0.16% | 0.17% | 1968 | -664 | -5.74% | Q4 2025 | Feb 17, 2026 |
| SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. | History | Added to | 10,266 | 678 | 0.45% | 0.35% | 1969 | +1,925 | 23.08% | Q4 2025 | Feb 17, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | No change | 10,848 | 677 | 0.51% | 0.53% | 1970 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Selective Wealth Management, Inc. | History | Added to | 10,418 | 676 | 0.21% | 0.2% | 1971 | +225 | 2.21% | Q4 2025 | Jan 16, 2026 |
| ORG Partners LLC | History | Reduced | 10,803 | 675 | 0.12% | 0.12% | 1972 | -460 | -4.08% | Q4 2025 | Jan 14, 2026 |
| Independent Wealth Network Inc. | History | Reduced | 10,792 | 674 | 0.21% | 0.22% | 1973 | -872 | -7.48% | Q4 2025 | Jan 26, 2026 |
| J. Derek Lewis & Associates Inc. | History | New | 10,738 | 670 | 0.16% | — | 1974 | +10,738 | New | Q4 2025 | Mar 23, 2026 |
| Acumen Wealth Advisors, LLC | History | New | 10,624 | 663 | 0.19% | — | 1975 | +10,624 | New | Q4 2025 | Feb 13, 2026 |
| Braun-Bostich & Associates Inc. | History | Added to | 10,609 | 662 | 0.41% | 0.31% | 1976 | +2,454 | 30.09% | Q4 2025 | Jan 14, 2026 |
| American State Bank (Iowa) | History | Added to | 10,590 | 661 | 0.32% | 0.28% | 1977 | +1,490 | 16.37% | Q4 2025 | Apr 14, 2026 |
| Argyle Capital Partners, LLC | History | Added to | 10,571 | 660 | 0.48% | 0.43% | 1980 | +595 | 5.96% | Q4 2025 | Feb 17, 2026 |
| Tepp RIA, LLC | History | Reduced | 10,567 | 660 | 0.65% | 0.72% | 1979 | -58 | -0.55% | Q4 2025 | Feb 04, 2026 |
| SwitchPoint Financial Planning, LLC | History | No change | 10,580 | 660 | 0.46% | 0.46% | 1978 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | New | 10,547 | 658 | 0.14% | — | 1981 | +10,547 | New | Q4 2025 | Feb 12, 2026 |
| Henrickson Nauta Wealth Advisors, Inc. | History | Added to | 10,230 | 656 | 0.1% | 0.1% | 1982 | +5,115 | 100.0% | Q4 2025 | Jan 07, 2026 |
| Yeomans Consulting Group, Inc. | History | New | 10,489 | 655 | 0.19% | — | 1983 | +10,489 | New | Q4 2025 | Jan 07, 2026 |
| Engineers Gate Manager LP | History | New | 10,483 | 654 | 0.01% | — | 1985 | +10,483 | New | Q4 2025 | Feb 17, 2026 |
| Integrity Investment Advisors, LLC | History | New | 10,476 | 654 | 0.36% | — | 1986 | +10,476 | New | Q4 2025 | Feb 13, 2026 |
| Segment Wealth Management, LLC | History | New | 10,470 | 654 | 0.04% | — | 1984 | +10,470 | New | Q4 2025 | Jan 29, 2026 |
| Heritage Wealth Advisors | History | Added to | 10,436 | 651 | 0.02% | 0.03% | 1987 | +86 | 0.83% | Q4 2025 | Feb 13, 2026 |
| Hubbell Strickland Wealth Management, LLC | History | Added to | 10,387 | 648 | 0.26% | 0.19% | 1988 | +2,559 | 32.69% | Q4 2025 | Jan 20, 2026 |
| Putney Financial Group LLC | History | Added to | 10,362 | 647 | 0.6% | 0.57% | 1989 | +727 | 7.55% | Q4 2025 | Jan 23, 2026 |
| Shakespeare Wealth Management, LLC | History | No change | 10,343 | 646 | 0.14% | 0.14% | 1990 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Elyxium Wealth, LLC | History | Added to | 10,319 | 644 | 0.18% | 0.21% | 1991 | +117 | 1.15% | Q4 2025 | Feb 05, 2026 |
| SIERRA OCEAN, LLC | History | No change | 10,263 | 641 | 0.53% | 0.52% | 1992 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Latitude Advisors, LLC | History | Reduced | 10,250 | 640 | 0.28% | 0.34% | 1993 | -2,142 | -17.29% | Q4 2025 | Jan 27, 2026 |
| FOSTER DYKEMA CABOT & PARTNERS, LLC | History | Reduced | 10,255 | 640 | 0.04% | 0.04% | 1994 | -219 | -2.09% | Q4 2025 | Feb 12, 2026 |
| GWN SECURITIES INC. | History | Added to | 10,239 | 639 | 0.13% | 0.13% | 1995 | +763 | 8.05% | Q4 2025 | Feb 11, 2026 |
| North Berkeley Wealth Management, LLC | History | Added to | 10,196 | 636 | 0.38% | 0.45% | 1996 | +752 | 7.96% | Q4 2025 | Feb 10, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 10,104 | 631 | 0.03% | 0.03% | 1997 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Holistic Financial Partners | History | Added to | 10,098 | 630 | 0.23% | 0.24% | 1998 | +333 | 3.41% | Q4 2025 | Jan 07, 2026 |
| Richmond Investment Services, LLC | History | Reduced | 10,088 | 630 | 0.11% | 0.11% | 1999 | -162 | -1.58% | Q4 2025 | Feb 12, 2026 |
| Atlas Brown,Inc. | History | No change | 10,055 | 628 | 0.19% | 0.18% | 2000 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |