VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - VEU
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Added to | 33,091,149 | 2,434,184 | 0.18% | 0.12% | 1 | +9,126,417 | 38.08% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Reduced | 22,631,718 | 1,664,789 | 0.1% | 0.1% | 2 | -570,300 | -2.46% | Q4 2025 | Feb 13, 2026 |
| NORTHERN TRUST CORP | History | Added to | 17,025,160 | 1,252,370 | 0.16% | 0.15% | 3 | +354,349 | 2.13% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 10,198,089 | 750,171 | 0.22% | 0.2% | 4 | +275,111 | 2.77% | Q4 2025 | Feb 10, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 8,924,696 | 656,500 | 0.12% | 0.12% | 5 | +228,689 | 2.63% | Q4 2025 | Feb 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 8,008,451 | 589,101 | 0.32% | 0.33% | 6 | +324,035 | 4.22% | Q4 2025 | Feb 06, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Added to | 7,430,169 | 546,563 | 10.32% | 10.17% | 7 | +253,491 | 3.53% | Q4 2025 | Feb 10, 2026 |
| UBS Group AG | History | Reduced | 6,715,001 | 493,955 | 0.08% | 0.08% | 8 | -108,284 | -1.59% | Q4 2025 | Jan 29, 2026 |
| Sanders Capital, LLC | History | Reduced | 6,463,079 | 475,424 | 0.55% | 0.79% | 9 | -2,579,150 | -28.52% | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 6,275,046 | 461,592 | 0.14% | 0.14% | 10 | +87,964 | 1.42% | Q4 2025 | Feb 18, 2026 |
| CBIZ Investment Advisory Services, LLC | History | Added to | 5,384,662 | 396,095 | 14.98% | 14.91% | 11 | +49,004 | 0.92% | Q4 2025 | Feb 09, 2026 |
| Diversified Trust Co | History | Added to | 5,240,708 | 385,506 | 7.1% | 6.39% | 12 | +759,233 | 16.94% | Q4 2025 | Jan 09, 2026 |
| CIBC Asset Management Inc | History | Reduced | 4,717,816 | 347,042 | 0.84% | 0.99% | 13 | -57,759 | -1.21% | Q4 2025 | Feb 10, 2026 |
| Cresset Asset Management, LLC | History | Added to | 4,542,145 | 334,120 | 1.41% | 1.28% | 14 | +436,566 | 10.63% | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 4,507,711 | 331,587 | 0.05% | 0.02% | 15 | +3,106,929 | 221.8% | Q4 2025 | Feb 12, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 4,038,583 | 297,078 | 0.68% | 0.68% | 16 | -8,097 | -0.2% | Q4 2025 | Feb 11, 2026 |
| VANGUARD GROUP INC | History | Reduced | 3,921,637 | 288,475 | 0.0% | 0.0% | 17 | -57,605 | -1.45% | Q4 2025 | Jan 29, 2026 |
| WestEnd Advisors, LLC | History | Reduced | 3,741,888 | 275,254 | 6.41% | 6.36% | 18 | -66,970 | -1.76% | Q4 2025 | Jan 27, 2026 |
| HighTower Advisors, LLC | History | Reduced | 3,681,575 | 270,816 | 0.3% | 0.33% | 19 | -400,649 | -9.81% | Q4 2025 | Feb 06, 2026 |
| Baird Financial Group, Inc. | History | Added to | 3,438,614 | 252,944 | 0.39% | 0.37% | 20 | +221,613 | 6.89% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Added to | 3,425,295 | 251,964 | 0.07% | 0.07% | 21 | +79,921 | 2.39% | Q4 2025 | Feb 11, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 3,392,150 | 249,526 | 0.22% | 0.2% | 22 | +276,535 | 8.88% | Q4 2025 | Feb 13, 2026 |
| LINCOLN NATIONAL CORP | History | Added to | 3,387,018 | 249,149 | 7.28% | 6.78% | 23 | +56,591 | 1.7% | Q4 2025 | Feb 09, 2026 |
| Summit Financial, LLC | History | Added to | 3,339,132 | 245,626 | 3.61% | 3.56% | 24 | +66,977 | 2.05% | Q4 2025 | Feb 13, 2026 |
| Cerity Partners LLC | History | Added to | 3,124,733 | 229,855 | 0.33% | 0.32% | 25 | +341,777 | 12.28% | Q4 2025 | Feb 11, 2026 |
| Align Financial, LLC | History | New | 228,404 | 228,404 | 0.13% | — | 26 | +228,404 | New | Q4 2025 | Feb 17, 2026 |
| Euclidean Capital LLC | History | Added to | 2,990,084 | 219,950 | 59.53% | 77.31% | 27 | +411,900 | 15.98% | Q4 2025 | Feb 17, 2026 |
| Choate Investment Advisors | History | Added to | 2,976,271 | 218,934 | 4.3% | 0.03% | 28 | +2,955,518 | 14241.4% | Q4 2025 | Feb 09, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 2,891,080 | 212,667 | 0.13% | 0.13% | 29 | +197,054 | 7.31% | Q4 2025 | Feb 17, 2026 |
| Kestra Investment Management, LLC | History | Added to | 2,886,475 | 212,329 | 5.19% | 5.05% | 30 | +251,636 | 9.55% | Q4 2025 | Feb 09, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Added to | 2,723,302 | 200,326 | 1.64% | 1.5% | 31 | +204,523 | 8.12% | Q4 2025 | Feb 13, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 2,711,435 | 199,453 | 0.54% | 0.43% | 32 | +445,170 | 19.64% | Q4 2025 | Feb 17, 2026 |
| BROWN ADVISORY INC | History | Added to | 2,648,382 | 194,814 | 0.27% | 0.15% | 33 | +1,017,156 | 62.36% | Q4 2025 | Feb 13, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 2,259,439 | 166,204 | 0.22% | 0.22% | 34 | -27,576 | -1.21% | Q4 2025 | Feb 02, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 2,258,124 | 166,107 | 0.02% | 0.02% | 35 | -106,718 | -4.51% | Q4 2025 | Mar 25, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 2,195,410 | 161,494 | 0.09% | 0.09% | 36 | -11,175 | -0.51% | Q4 2025 | Feb 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 2,140,987 | 157,491 | 0.3% | 0.3% | 37 | +78,368 | 3.8% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 2,058,802 | 151,446 | 0.02% | — | 38 | +2,058,802 | New | Q4 2025 | Feb 17, 2026 |
| HOWLAND CAPITAL MANAGEMENT LLC | History | Added to | 2,026,675 | 149,082 | 5.67% | 5.35% | 39 | +58,909 | 2.99% | Q4 2025 | Feb 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 1,975,224 | 145,297 | 0.26% | 0.27% | 40 | +55,410 | 2.89% | Q4 2025 | Mar 16, 2026 |
| HARDING LOEVNER LP | History | Added to | 1,918,731 | 141,143 | 1.24% | 0.44% | 41 | +1,077,833 | 128.18% | Q4 2025 | Feb 17, 2026 |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | History | Reduced | 1,855,761 | 136,509 | 7.03% | 6.92% | 42 | -54,064 | -2.83% | Q4 2025 | Jan 27, 2026 |
| UNITED SERVICES AUTOMOBILE ASSOCIATION | History | Added to | 1,690,359 | 124,342 | 7.87% | 5.49% | 43 | +590,060 | 53.63% | Q4 2025 | Feb 04, 2026 |
| Strid Group, LLC | History | Added to | 1,670,250 | 122,863 | 15.29% | 15.03% | 44 | +12,590 | 0.76% | Q4 2025 | Jan 26, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 1,647,797 | 121,211 | 0.16% | 0.15% | 45 | +24,591 | 1.51% | Q4 2025 | Feb 12, 2026 |
| Corient Private Wealth LLC | History | Added to | 1,620,944 | 117,725 | 0.16% | 0.12% | 46 | +540,104 | 49.97% | Q4 2025 | Mar 09, 2026 |
| Voya Financial Advisors, Inc. | History | Added to | 1,458,886 | 107,592 | 10.33% | 9.82% | 47 | +27,497 | 1.92% | Q4 2025 | Feb 13, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Added to | 1,411,428 | 103,824 | 2.16% | 10.21% | 48 | +578,965 | 69.55% | Q4 2025 | Feb 17, 2026 |
| Creative Planning | History | Added to | 1,401,087 | 103,063 | 0.07% | 0.07% | 49 | +53,245 | 3.95% | Q4 2025 | Feb 17, 2026 |
| US BANCORP \DE\ | History | Added to | 1,369,464 | 100,737 | 0.12% | 0.11% | 50 | +30,064 | 2.24% | Q4 2025 | Jan 30, 2026 |
| Cetera Investment Advisers | History | Reduced | 1,274,607 | 93,760 | 0.1% | 0.11% | 51 | -24,406 | -1.88% | Q4 2025 | Feb 17, 2026 |
| MEANS INVESTMENT CO., INC. | History | Added to | 1,268,790 | 93,332 | 7.86% | 7.64% | 52 | +32,300 | 2.61% | Q4 2025 | Jan 26, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 1,231,566 | 90,594 | 0.01% | 0.01% | 53 | -228,424 | -15.65% | Q4 2025 | Feb 11, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 1,219,478 | 89,704 | 0.71% | 0.82% | 54 | -985,264 | -44.69% | Q4 2025 | Feb 13, 2026 |
| Glassman Wealth Services | History | Added to | 1,143,369 | 84,106 | 11.35% | 11.13% | 55 | +33,307 | 3.0% | Q4 2025 | Jan 28, 2026 |
| J.Safra Asset Management Corp | History | Added to | 1,046,633 | 76,990 | 4.04% | 4.39% | 56 | +34,717 | 3.43% | Q4 2025 | Feb 11, 2026 |
| HB Wealth Management, LLC | History | Reduced | 1,025,935 | 75,467 | 0.49% | 0.5% | 57 | -12,597 | -1.21% | Q4 2025 | Jan 28, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 1,016,807 | 74,796 | 0.96% | 0.94% | 58 | +23,687 | 2.39% | Q4 2025 | Feb 05, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 994,257 | 73,137 | 0.05% | 0.05% | 59 | +32,215 | 3.35% | Q4 2025 | Feb 10, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | New | 976,096 | 72,113 | 0.05% | — | 60 | +976,096 | New | Q4 2025 | Feb 13, 2026 |
| Wharton Business Group, LLC | History | Added to | 974,254 | 71,666 | 2.72% | 3.04% | 61 | +274 | 0.03% | Q4 2025 | Feb 11, 2026 |
| M Holdings Securities, Inc. | History | Added to | 972,309 | 71,523 | 5.12% | 0.51% | 62 | +938,426 | 2769.61% | Q4 2025 | Feb 11, 2026 |
| WEALTHCARE CAPITAL MANAGEMENT LLC | History | Reduced | 960,114 | 70,625 | 7.01% | 7.14% | 63 | -25,475 | -2.58% | Q4 2025 | Jan 20, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 945,492 | 69,526 | 0.02% | 0.01% | 64 | +126,073 | 15.39% | Q4 2025 | Feb 17, 2026 |
| Karpus Management, Inc. | History | Added to | 923,254 | 67,914 | 2.09% | 1.68% | 65 | +181,221 | 24.42% | Q4 2025 | Feb 17, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 916,068 | 67,385 | 0.16% | 0.17% | 66 | +23,726 | 2.66% | Q4 2025 | Feb 13, 2026 |
| Efficient Advisors, LLC | History | Reduced | 880,541 | 64,772 | 3.78% | 3.59% | 67 | -11,036 | -1.24% | Q4 2025 | Jan 21, 2026 |
| CWM, LLC | History | Added to | 876,974 | 64,510 | 0.17% | 0.17% | 68 | +68,035 | 8.41% | Q4 2025 | Jan 26, 2026 |
| NewSquare Capital LLC | History | Reduced | 870,639 | 64,044 | 5.65% | 4.71% | 69 | -101,848 | -10.47% | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 868,539 | 63,902 | 0.09% | 0.1% | 70 | -176,718 | -16.91% | Q4 2025 | Feb 17, 2026 |
| Waverly Advisors, LLC | History | Added to | 840,955 | 61,860 | 0.5% | 0.55% | 71 | +61,800 | 7.93% | Q4 2025 | Feb 17, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Reduced | 836,435 | 61,528 | 3.9% | 3.94% | 72 | -10,051 | -1.19% | Q4 2025 | Jan 23, 2026 |
| Nicholas Hoffman & Company, LLC. | History | Added to | 816,339 | 60,049 | 1.39% | 1.36% | 73 | +26,726 | 3.38% | Q4 2025 | Feb 02, 2026 |
| Cardinal Point Capital Management ULC | History | Added to | 814,585 | 59,920 | 3.92% | 3.89% | 74 | +34,880 | 4.47% | Q4 2025 | Feb 05, 2026 |
| Flower City Capital | History | Added to | 795,236 | 58,497 | 29.83% | 29.54% | 75 | +25,336 | 3.29% | Q4 2025 | Jan 22, 2026 |
| Compton Wealth Advisory Group, LLC | History | Reduced | 757,342 | 55,710 | 12.18% | 12.7% | 76 | -11,465 | -1.49% | Q4 2025 | Jan 13, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 746,676 | 54,925 | 0.42% | 0.42% | 77 | -701 | -0.09% | Q4 2025 | Feb 12, 2026 |
| MATHER GROUP, LLC. | History | Added to | 743,007 | 54,655 | 0.56% | 0.53% | 78 | +6,022 | 0.82% | Q4 2025 | Jan 13, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 736,821 | 54,200 | 0.18% | 0.2% | 79 | +7,821 | 1.07% | Q4 2025 | Jan 15, 2026 |
| St. Louis Trust Co | History | Reduced | 733,279 | 53,940 | 6.19% | 6.69% | 80 | -18,899 | -2.51% | Q4 2025 | Feb 09, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 729,561 | 53,666 | 0.59% | 0.49% | 81 | +143,038 | 24.39% | Q4 2025 | Feb 06, 2026 |
| Pasadena Private Wealth, LLC | History | Added to | 717,517 | 52,780 | 7.18% | 7.17% | 82 | +19,682 | 2.82% | Q4 2025 | Feb 10, 2026 |
| ASSETMARK, INC | History | Added to | 715,363 | 52,622 | 0.11% | 0.1% | 83 | +45,436 | 6.78% | Q4 2025 | Jan 23, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 690,557 | 50,797 | 0.19% | 0.19% | 84 | +8,712 | 1.28% | Q4 2025 | Feb 12, 2026 |
| Verus Financial Partners, Inc. | History | Reduced | 647,314 | 50,341 | 4.63% | 4.46% | 85 | -3,018 | -0.46% | Q4 2025 | Feb 02, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | Added to | 680,341 | 50,045 | 0.27% | 0.26% | 86 | +3,814 | 0.56% | Q4 2025 | Jan 13, 2026 |
| SAGE FINANCIAL GROUP INC | History | Added to | 664,829 | 48,904 | 3.24% | 3.02% | 87 | +43,208 | 6.95% | Q4 2025 | Jan 27, 2026 |
| Dunhill Financial, LLC | History | Added to | 651,491 | 47,923 | 11.72% | 10.93% | 88 | +64,844 | 11.05% | Q4 2025 | Jan 29, 2026 |
| BlackRock, Inc. | History | Added to | 651,166 | 47,899 | 0.0% | 0.0% | 89 | +601,027 | 1198.72% | Q4 2025 | Feb 12, 2026 |
| Topsail Wealth Management, LLC | History | Added to | 648,987 | 47,739 | 6.99% | 3.93% | 90 | +323,317 | 99.28% | Q4 2025 | Feb 04, 2026 |
| Blankinship & Foster, LLC | History | Added to | 647,240 | 47,610 | 10.29% | 9.93% | 91 | +10,686 | 1.68% | Q4 2025 | Jan 23, 2026 |
| BRIDGES INVESTMENT MANAGEMENT INC | History | Added to | 643,712 | 47,351 | 0.6% | 0.58% | 92 | +7,543 | 1.19% | Q4 2025 | Feb 10, 2026 |
| Valmark Advisers, Inc. | History | Added to | 643,535 | 47,338 | 0.58% | 0.59% | 93 | +3,578 | 0.56% | Q4 2025 | Jan 26, 2026 |
| BIP Wealth, LLC | History | Added to | 641,374 | 47,179 | 1.67% | 2.19% | 94 | +20,470 | 3.3% | Q4 2025 | Jan 21, 2026 |
| Focus Partners Wealth | History | Added to | 604,332 | 44,438 | 0.05% | 0.06% | 95 | +108,109 | 21.79% | Q4 2025 | Feb 13, 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | History | Added to | 596,366 | 43,871 | 7.12% | 7.21% | 96 | +18,350 | 3.17% | Q4 2025 | Feb 11, 2026 |
| MilWealth Group LLC | History | Reduced | 563,899 | 41,480 | 9.87% | 9.86% | 97 | -2,801 | -0.49% | Q4 2025 | Feb 02, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 551,219 | 40,548 | 0.11% | 0.1% | 98 | +36,591 | 7.11% | Q4 2025 | Feb 05, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | Reduced | 547,144 | 40,247 | 1.86% | 1.94% | 99 | -2,399 | -0.44% | Q4 2025 | Feb 11, 2026 |
| Select Equity Group, L.P. | History | New | 546,590 | 40,207 | 0.17% | — | 100 | +546,590 | New | Q4 2025 | Feb 17, 2026 |
| Wrenne Financial Planning LLC | History | Added to | 545,724 | 40,143 | 16.33% | 15.85% | 101 | +26,375 | 5.08% | Q4 2025 | Feb 10, 2026 |
| BAILARD, INC. | History | Added to | 540,697 | 39,773 | 0.88% | 0.81% | 102 | +20,670 | 3.97% | Q4 2025 | Feb 04, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 517,743 | 39,224 | 0.05% | 0.05% | 103 | +70,181 | 15.68% | Q4 2025 | Jan 08, 2026 |
| DAVIS R M INC | History | Reduced | 518,114 | 38,112 | 0.66% | 0.66% | 104 | -8,575 | -1.63% | Q4 2025 | Feb 12, 2026 |
| AllGen Financial Advisors, Inc. | History | Added to | 513,639 | 37,783 | 8.96% | 8.71% | 105 | +16,863 | 3.39% | Q4 2025 | Jan 22, 2026 |
| Charter Oak Capital Management, LLC | History | Reduced | 513,222 | 37,752 | 2.88% | 3.01% | 106 | -23,947 | -4.46% | Q4 2025 | Jan 23, 2026 |
| Caprock Group, LLC | History | Added to | 511,070 | 37,594 | 0.79% | 0.84% | 107 | +18,597 | 3.78% | Q4 2025 | Jan 28, 2026 |
| Standpoint Asset Management, LLC | History | Reduced | 510,200 | 37,530 | 8.57% | 8.56% | 108 | -20,500 | -3.86% | Q4 2025 | Feb 12, 2026 |
| 5th Street Advisors, LLC | History | Reduced | 509,693 | 37,492 | 17.51% | 18.09% | 109 | -2,300 | -0.45% | Q4 2025 | Jan 30, 2026 |
| LRI Investments, LLC | History | Added to | 508,833 | 37,429 | 3.02% | 2.87% | 110 | +17,746 | 3.61% | Q4 2025 | Feb 04, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 507,301 | 37,317 | 0.06% | 0.06% | 111 | +19,077 | 3.91% | Q4 2025 | Feb 18, 2026 |
| Madison Asset Management, LLC | History | Added to | 497,130 | 36,568 | 0.42% | 0.36% | 112 | +34,424 | 7.44% | Q4 2025 | Feb 04, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Added to | 495,262 | 36,431 | 2.51% | 2.55% | 113 | +19,046 | 4.0% | Q4 2025 | Feb 02, 2026 |
| SENTINEL TRUST CO LBA | History | Reduced | 488,238 | 35,915 | 3.54% | 3.57% | 114 | -2,137 | -0.44% | Q4 2025 | Jan 29, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 471,613 | 34,691 | 0.01% | 0.01% | 115 | -17,446 | -3.57% | Q4 2025 | Feb 12, 2026 |
| Leonard Rickey Investment Advisors P.L.L.C. | History | Reduced | 466,879 | 34,343 | 6.21% | 6.38% | 116 | -7,749 | -1.63% | Q4 2025 | Jan 14, 2026 |
| Luminvest Wealth Management LLC | History | Added to | 461,852 | 33,973 | 9.43% | 10.74% | 117 | +252 | 0.05% | Q4 2025 | Jan 26, 2026 |
| Bank of New York Mellon Corp | History | Added to | 456,838 | 33,605 | 0.01% | 0.01% | 118 | +26,208 | 6.09% | Q4 2025 | Feb 10, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 453,761 | 33,378 | 0.11% | 0.1% | 119 | -24 | -0.01% | Q4 2025 | Feb 02, 2026 |
| Sage Financial Management Group, Inc. | History | Added to | 445,459 | 32,767 | 10.01% | 9.95% | 120 | +8,660 | 1.98% | Q4 2025 | Feb 05, 2026 |
| ALBION FINANCIAL GROUP /UT | History | Reduced | 439,470 | 32,327 | 2.01% | 1.95% | 121 | -13,001 | -2.87% | Q4 2025 | Jan 21, 2026 |
| Mullooly Asset Management, Inc. | History | Added to | 434,782 | 31,982 | 11.7% | 11.52% | 122 | +13,973 | 3.32% | Q4 2025 | Feb 06, 2026 |
| BLUESTEM FINANCIAL ADVISORS, LLC | History | Added to | 429,601 | 31,601 | 12.21% | 11.97% | 123 | +904 | 0.21% | Q4 2025 | Jan 21, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 428,497 | 31,520 | 0.02% | 0.01% | 124 | +269,074 | 168.78% | Q4 2025 | Feb 17, 2026 |
| Roble, Belko & Company, Inc | History | Added to | 425,102 | 31,271 | 4.1% | 4.11% | 125 | +435 | 0.1% | Q4 2025 | Jan 12, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 424,788 | 31,243 | 0.11% | 0.11% | 126 | +5,768 | 1.38% | Q4 2025 | Feb 06, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 423,648 | 31,163 | 0.19% | 0.2% | 127 | +42,181 | 11.06% | Q4 2025 | Feb 17, 2026 |
| M&T BANK CORP | History | Reduced | 416,465 | 30,635 | 0.1% | 0.1% | 128 | -10,246 | -2.4% | Q4 2025 | Jan 30, 2026 |
| Lanham O'Dell & Company, Inc. | History | Added to | 412,046 | 30,310 | 8.73% | 8.01% | 129 | +59,617 | 16.92% | Q4 2025 | Jan 12, 2026 |
| Granby Capital Management, LLC | History | No change | 408,000 | 30,012 | 16.01% | 15.46% | 130 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| FC Advisory LLC | History | Added to | 401,551 | 29,538 | 8.49% | 8.37% | 131 | +650 | 0.16% | Q4 2025 | Jan 13, 2026 |
| Savant Capital, LLC | History | Reduced | 398,083 | 29,282 | 0.17% | 0.18% | 132 | -21,626 | -5.15% | Q4 2025 | Feb 10, 2026 |
| Mariner, LLC | History | Added to | 397,838 | 29,267 | 0.03% | 0.03% | 133 | +79,752 | 25.07% | Q4 2025 | Feb 13, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 396,591 | 29,173 | 0.91% | 0.92% | 134 | -3,553 | -0.89% | Q4 2025 | Jan 06, 2026 |
| Somnio Financial Group, LLC | History | Added to | 396,342 | 29,154 | 19.27% | 19.15% | 135 | +630 | 0.16% | Q4 2025 | Jan 08, 2026 |
| Performa Ltd (US), LLC | History | Added to | 390,601 | 28,732 | 7.29% | 6.82% | 136 | +30,065 | 8.34% | Q4 2025 | Feb 10, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 387,277 | 28,488 | 0.12% | 0.12% | 137 | +18,883 | 5.13% | Q4 2025 | Feb 13, 2026 |
| Evercore Wealth Management, LLC | History | Added to | 383,246 | 28,191 | 0.41% | 0.31% | 138 | +83,825 | 28.0% | Q4 2025 | Feb 17, 2026 |
| Stratos Investment Management, LLC | History | Added to | 378,472 | 27,840 | 1.12% | 1.08% | 139 | +13,386 | 3.67% | Q4 2025 | Jan 20, 2026 |
| AGF MANAGEMENT LTD | History | Added to | 376,684 | 27,708 | 0.12% | 0.11% | 140 | +30,382 | 8.77% | Q4 2025 | Feb 17, 2026 |
| Stonebridge Capital Advisors LLC | History | Added to | 373,260 | 27,457 | 1.9% | 1.85% | 141 | +9,172 | 2.52% | Q4 2025 | Feb 12, 2026 |
| Avion Wealth | History | Added to | 369,840 | 27,205 | 5.71% | 5.14% | 142 | +34,354 | 10.24% | Q4 2025 | Jan 23, 2026 |
| Newton One Investments LLC | History | Reduced | 366,632 | 26,969 | 7.96% | 7.88% | 143 | -6,277 | -1.68% | Q4 2025 | Jan 23, 2026 |
| Van Cleef Asset Management,Inc | History | Reduced | 366,513 | 26,960 | 2.73% | 2.67% | 144 | -955 | -0.26% | Q4 2025 | Feb 09, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 361,264 | 26,574 | 0.36% | 0.34% | 145 | +14,461 | 4.17% | Q4 2025 | Jan 30, 2026 |
| THREADGILL FINANCIAL, LLC | History | New | 354,958 | 26,126 | 10.76% | — | 146 | +354,958 | New | Q4 2025 | Jan 08, 2026 |
| Pathstone Holdings, LLC | History | New | 353,197 | 25,981 | 0.1% | — | 147 | +353,197 | New | Q4 2025 | Feb 13, 2026 |
| Telos Capital Management, Inc. | History | Added to | 352,707 | 25,945 | 2.42% | 2.37% | 148 | +5,622 | 1.62% | Q4 2025 | Jan 22, 2026 |
| BESSEMER GROUP INC | History | Reduced | 344,987 | 25,378 | 0.04% | 0.04% | 149 | -2,521 | -0.73% | Q4 2025 | Feb 05, 2026 |
| WHITTIER TRUST CO | History | Reduced | 333,495 | 25,265 | 0.27% | 0.28% | 150 | -3,968 | -1.18% | Q4 2025 | Jan 26, 2026 |
| ASPIRIANT, LLC | History | Added to | 333,057 | 24,499 | 0.7% | 0.72% | 151 | +4,807 | 1.46% | Q4 2025 | Jan 20, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 332,769 | 24,478 | 0.48% | 0.51% | 152 | -7,430 | -2.18% | Q4 2025 | Jan 14, 2026 |
| FIRST HORIZON CORP | History | Added to | 332,545 | 24,462 | 1.09% | 0.99% | 153 | +38,502 | 13.09% | Q4 2025 | Jan 27, 2026 |
| &PARTNERS | History | Added to | 327,213 | 24,316 | 0.13% | 0.14% | 154 | +28,239 | 9.45% | Q4 2025 | Feb 17, 2026 |
| ASSOCIATED BANC-CORP | History | Added to | 329,094 | 24,208 | 0.62% | 0.55% | 155 | +37,454 | 12.84% | Q4 2025 | Feb 06, 2026 |
| Allworth Financial LP | History | New | 328,208 | 24,143 | 0.1% | — | 156 | +328,208 | New | Q4 2025 | Feb 05, 2026 |
| BLB&B Advisors, LLC | History | Added to | 327,033 | 24,056 | 1.01% | 0.98% | 157 | +7,531 | 2.36% | Q4 2025 | Jan 26, 2026 |
| Optas, LLC | History | Added to | 325,625 | 23,952 | 3.75% | 3.94% | 158 | +322 | 0.1% | Q4 2025 | Jan 27, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | No change | 320,238 | 23,545 | 0.2% | 0.21% | 159 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| CAMBIENT FAMILY OFFICE, LLC | History | New | 313,507 | 23,061 | 3.29% | — | 160 | +313,507 | New | Q4 2025 | Feb 20, 2026 |
| Clear Harbor Asset Management, LLC | History | Added to | 303,062 | 22,293 | 1.51% | 1.48% | 161 | +3,444 | 1.15% | Q4 2025 | Feb 10, 2026 |
| FMR LLC | History | Added to | 300,044 | 22,071 | 0.0% | 0.0% | 162 | +19,018 | 6.77% | Q4 2025 | Feb 17, 2026 |
| Empower Advisory Group, LLC | History | Added to | 297,847 | 21,909 | 0.06% | 0.05% | 163 | +23,138 | 8.42% | Q4 2025 | Feb 12, 2026 |
| Boston Standard Wealth Management, LLC | History | Added to | 297,682 | 21,897 | 3.61% | 3.54% | 164 | +2,821 | 0.96% | Q4 2025 | Jan 07, 2026 |
| DAVENPORT & Co LLC | History | Added to | 297,113 | 21,858 | 0.12% | 0.11% | 165 | +10,137 | 3.53% | Q4 2025 | Jan 12, 2026 |
| Tolleson Wealth Management, Inc. | History | Reduced | 296,830 | 21,834 | 3.15% | 3.37% | 166 | -8,677 | -2.84% | Q4 2025 | Feb 17, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 290,901 | 21,399 | 0.03% | 0.03% | 167 | +14,128 | 5.1% | Q4 2025 | Feb 10, 2026 |
| CKW FINANCIAL GROUP | History | Reduced | 290,287 | 21,354 | 2.32% | 2.28% | 168 | -348 | -0.12% | Q4 2025 | Jan 26, 2026 |
| DEFINE FINANCIAL, LLC | History | Added to | 282,321 | 20,767 | 11.77% | 11.77% | 169 | +7,552 | 2.75% | Q4 2025 | Jan 13, 2026 |
| TL Private Wealth | History | Added to | 270,978 | 20,583 | 7.92% | 7.6% | 170 | +5,065 | 1.9% | Q4 2025 | Jan 12, 2026 |
| Five Pine Wealth Management | History | Added to | 278,892 | 20,515 | 13.16% | 12.88% | 171 | +11,948 | 4.48% | Q4 2025 | Jan 21, 2026 |
| Firestone Capital Management | History | Added to | 277,408 | 20,406 | 4.33% | 3.92% | 172 | +23,502 | 9.26% | Q4 2025 | Feb 09, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 276,349 | 20,328 | 0.47% | — | 173 | +276,349 | New | Q4 2025 | Feb 17, 2026 |
| MB, LEVIS & ASSOCIATES, LLC | History | Reduced | 265,497 | 19,529 | 8.22% | 8.21% | 174 | -348 | -0.13% | Q4 2025 | Jan 14, 2026 |
| Lido Advisors, LLC | History | Added to | 270,676 | 19,385 | 0.06% | 0.06% | 175 | +4,203 | 1.58% | Q4 2025 | Feb 10, 2026 |
| Chesley Taft & Associates LLC | History | Added to | 261,925 | 19,267 | 0.76% | 0.74% | 176 | +18,394 | 7.55% | Q4 2025 | Jan 14, 2026 |
| Beacon Wealthcare LLC | History | Added to | 260,925 | 19,193 | 6.59% | 6.5% | 177 | +1,482 | 0.57% | Q4 2025 | Jan 06, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Added to | 256,064 | 18,836 | 0.25% | 0.24% | 178 | +3,010 | 1.19% | Q4 2025 | Jan 22, 2026 |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | History | Added to | 253,369 | 18,637 | 0.82% | 0.76% | 179 | +2,643 | 1.05% | Q4 2025 | Feb 17, 2026 |
| Stonehage Fleming Financial Services Holdings Ltd | History | Reduced | 252,132 | 18,546 | 0.57% | 0.61% | 180 | -50,026 | -16.56% | Q4 2025 | Jan 13, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 251,497 | 18,500 | 0.23% | 0.24% | 181 | -9,121 | -3.5% | Q4 2025 | Feb 05, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Added to | 250,606 | 18,434 | 0.28% | 0.28% | 182 | +1,280 | 0.51% | Q4 2025 | Jan 22, 2026 |
| Main Management LLC | History | Added to | 248,909 | 18,310 | 1.32% | 1.25% | 183 | +9,030 | 3.76% | Q4 2025 | Feb 10, 2026 |
| River Wealth Advisors LLC | History | Added to | 248,722 | 18,296 | 2.05% | 2.06% | 184 | +1,238 | 0.5% | Q4 2025 | Feb 13, 2026 |
| ETF Portfolio Partners, Inc. | History | Added to | 248,592 | 18,286 | 4.72% | 4.62% | 185 | +5,142 | 2.11% | Q4 2025 | Jan 20, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 247,597 | 18,213 | 0.18% | 0.22% | 186 | -55,908 | -18.42% | Q4 2025 | Feb 13, 2026 |
| Joel Isaacson & Co., LLC | History | Added to | 246,178 | 18,108 | 0.6% | 0.43% | 187 | +77,821 | 46.22% | Q4 2025 | Jan 30, 2026 |
| Ballast, Inc. | History | Reduced | 243,075 | 17,880 | 4.18% | 4.31% | 188 | -6,253 | -2.51% | Q4 2025 | Feb 03, 2026 |
| Journey Beyond Wealth, LLC | History | Reduced | 243,036 | 17,877 | 14.22% | 15.35% | 189 | -18,446 | -7.05% | Q4 2025 | Jan 23, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 241,513 | 17,766 | 0.15% | 0.09% | 190 | +76,145 | 46.05% | Q4 2025 | Jan 05, 2026 |
| Sandy Cove Advisors, LLC | History | Added to | 241,116 | 17,736 | 5.25% | 0.16% | 191 | +234,020 | 3297.91% | Q4 2025 | Feb 09, 2026 |
| SouthState Bank Corp | History | Added to | 239,394 | 17,609 | 0.79% | 0.77% | 192 | +3,865 | 1.64% | Q4 2025 | Feb 11, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 230,800 | 17,238 | 0.03% | 0.03% | 193 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| HALL CAPITAL MANAGEMENT CO INC | History | Added to | 234,225 | 17,229 | 6.65% | 5.42% | 194 | +41,607 | 21.6% | Q4 2025 | Feb 17, 2026 |
| Ballentine Partners, LLC | History | Reduced | 233,742 | 17,194 | 0.24% | 0.24% | 195 | -4,455 | -1.87% | Q4 2025 | Feb 03, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | Added to | 233,351 | 17,165 | 1.08% | 1.08% | 196 | +4,782 | 2.09% | Q4 2025 | Jan 21, 2026 |
| NewEdge Advisors, LLC | History | Added to | 228,755 | 16,827 | 0.06% | 0.06% | 197 | +29,673 | 14.9% | Q4 2025 | Feb 18, 2026 |
| Coston, McIsaac & Partners | History | Added to | 225,730 | 16,603 | 3.85% | 3.4% | 198 | +25,384 | 12.67% | Q4 2025 | Feb 03, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 222,300 | 16,352 | 0.21% | 0.22% | 199 | -8,780 | -3.8% | Q4 2025 | Feb 09, 2026 |
| WESBANCO BANK INC | History | Added to | 221,221 | 16,273 | 0.45% | 0.43% | 200 | +5,528 | 2.56% | Q4 2025 | Feb 03, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 221,226 | 16,273 | 0.36% | 0.38% | 201 | -1,874 | -0.84% | Q4 2025 | Jan 27, 2026 |
| JMG Financial Group, Ltd. | History | Reduced | 220,615 | 16,228 | 0.46% | 0.45% | 202 | -2,617 | -1.17% | Q4 2025 | Feb 10, 2026 |
| Scissortail Wealth Management, LLC | History | Added to | 220,218 | 16,199 | 3.69% | 3.37% | 203 | +3,901 | 1.8% | Q4 2025 | Jan 29, 2026 |
| Triune Financial Partners, LLC | History | Reduced | 203,294 | 15,802 | 3.69% | 3.75% | 204 | -5,398 | -2.59% | Q4 2025 | Feb 02, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Added to | 208,816 | 15,360 | 2.47% | 2.64% | 205 | +2,686 | 1.3% | Q4 2025 | Feb 17, 2026 |
| Astoria Strategic Wealth, Inc. | History | Reduced | 206,890 | 15,218 | 3.83% | 3.9% | 206 | -9,010 | -4.17% | Q4 2025 | Feb 05, 2026 |
| MAI Capital Management | History | Added to | 204,282 | 15,026 | 0.09% | 0.09% | 207 | +4,404 | 2.2% | Q4 2025 | Feb 13, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Added to | 201,830 | 14,907 | 0.44% | 0.05% | 208 | +190,580 | 1694.04% | Q4 2025 | Feb 13, 2026 |
| John S. & James L. Knight Foundation, Inc. | History | New | 202,601 | 14,903 | 11.37% | — | 209 | +202,601 | New | Q4 2025 | Jan 23, 2026 |
| Hegarty Advisors, LLC | History | New | 202,351 | 14,884 | 12.92% | — | 210 | +202,351 | New | Q4 2025 | Jan 29, 2026 |
| NewEdge Wealth, LLC | History | Added to | 201,160 | 14,797 | 0.17% | 0.19% | 211 | +21,585 | 12.02% | Q4 2025 | Feb 03, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 200,437 | 14,744 | 0.09% | 0.09% | 212 | +5,045 | 2.58% | Q4 2025 | Jan 29, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 198,330 | 14,589 | 0.08% | 0.11% | 213 | -90,611 | -31.36% | Q4 2025 | Jan 29, 2026 |
| AlphaCore Capital LLC | History | Reduced | 197,988 | 14,563 | 0.32% | 0.51% | 214 | -14,132 | -6.66% | Q4 2025 | Feb 05, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | Reduced | 197,001 | 14,491 | 0.27% | 0.31% | 215 | -8,179 | -3.99% | Q4 2025 | Jan 28, 2026 |
| Avalon Advisory Group | History | Reduced | 195,924 | 14,412 | 5.88% | 5.89% | 216 | -7,858 | -3.86% | Q4 2025 | Jan 29, 2026 |
| Dakota Wealth Management | History | Added to | 195,513 | 14,381 | 0.26% | 0.24% | 217 | +31,748 | 19.39% | Q4 2025 | Jan 13, 2026 |
| COMERICA BANK | History | Added to | 194,447 | 14,303 | 0.06% | 0.05% | 218 | +7,398 | 3.96% | Q4 2025 | Jan 29, 2026 |
| Williams Financial, LLC | History | New | 193,124 | 14,206 | 8.22% | — | 219 | +193,124 | New | Q4 2025 | Feb 02, 2026 |
| WASHINGTON TRUST Co | History | Added to | 193,049 | 14,200 | 0.46% | 0.43% | 220 | +8,752 | 4.75% | Q4 2025 | Feb 10, 2026 |
| Hillcrest Wealth Advisors - NY, LLC | History | Reduced | 193,029 | 14,199 | 6.11% | 6.32% | 221 | -3,800 | -1.93% | Q4 2025 | Jan 12, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | History | Added to | 193,015 | 14,198 | 0.59% | 0.55% | 222 | +12,453 | 6.9% | Q4 2025 | Feb 13, 2026 |
| Circle Wealth Management, LLC | History | New | 192,702 | 14,175 | 0.22% | — | 223 | +192,702 | New | Q4 2025 | Feb 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | New | 187,628 | 13,802 | 0.02% | — | 224 | +187,628 | New | Q4 2025 | Feb 05, 2026 |
| AMG National Trust Bank | History | Added to | 183,847 | 13,523 | 0.32% | 0.31% | 225 | +2,566 | 1.42% | Q4 2025 | Jan 30, 2026 |
| SCS Capital Management LLC | History | Reduced | 181,298 | 13,336 | 0.14% | 0.14% | 226 | -1,596 | -0.87% | Q4 2025 | Feb 10, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 180,066 | 13,245 | 0.64% | 0.63% | 227 | -4,121 | -2.24% | Q4 2025 | Jan 20, 2026 |
| Twelve Points Wealth Management LLC | History | Reduced | 166,706 | 12,662 | 2.85% | 3.14% | 228 | -9,917 | -5.61% | Q4 2025 | Jan 23, 2026 |
| SEEDS INVESTOR LLC | History | Added to | 169,935 | 12,500 | 2.4% | 2.53% | 229 | +2,217 | 1.32% | Q4 2025 | Jan 27, 2026 |
| Compass Planning Associates Inc | History | Added to | 169,371 | 12,458 | 8.63% | 10.63% | 230 | +6,942 | 4.27% | Q4 2025 | Jan 22, 2026 |
| Ifrah Financial Services, Inc. | History | Reduced | 166,219 | 12,227 | 3.14% | 3.16% | 231 | -4,680 | -2.74% | Q4 2025 | Jan 22, 2026 |
| QUEST INVESTMENT MANAGEMENT LLC | History | Added to | 164,865 | 12,127 | 1.31% | 1.15% | 232 | +11,115 | 7.23% | Q4 2025 | Feb 17, 2026 |
| VERITY Wealth Advisors | History | Added to | 163,509 | 12,027 | 7.46% | 7.37% | 233 | +41 | 0.03% | Q4 2025 | Jan 07, 2026 |
| Curi Capital, LLC | History | Added to | 162,557 | 11,957 | 0.21% | 0.21% | 234 | +2,271 | 1.42% | Q4 2025 | Feb 17, 2026 |
| HERITAGE INVESTORS MANAGEMENT CORP | History | Added to | 160,619 | 11,815 | 0.34% | 0.34% | 235 | +208 | 0.13% | Q4 2025 | Feb 06, 2026 |
| Pinnacle Financial Group, LLC / IL | History | Added to | 160,152 | 11,780 | 3.42% | 3.28% | 236 | +8,094 | 5.32% | Q4 2025 | Feb 05, 2026 |
| Topor & Co. Korea | History | New | 158,059 | 11,626 | 8.76% | — | 237 | +158,059 | New | Q4 2025 | Apr 13, 2026 |
| VSM Wealth Advisory, LLC | History | Added to | 154,702 | 11,379 | 3.42% | 3.42% | 238 | +523 | 0.34% | Q4 2025 | Feb 06, 2026 |
| Atria Investments, Inc | History | Added to | 154,062 | 11,332 | 0.13% | 0.09% | 239 | +42,252 | 37.79% | Q4 2025 | Feb 05, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Added to | 147,403 | 11,167 | 0.23% | 0.23% | 240 | +1,551 | 1.06% | Q4 2025 | Jan 26, 2026 |
| Quantinno Capital Management LP | History | Added to | 151,182 | 11,120 | 0.02% | 0.02% | 241 | +29,443 | 24.19% | Q4 2025 | Feb 17, 2026 |
| Idaho Trust Co | History | Added to | 149,812 | 11,020 | 3.65% | 3.16% | 242 | +18,261 | 13.88% | Q4 2025 | Feb 05, 2026 |
| Accredited Investors Inc. | History | Reduced | 149,560 | 11,001 | 0.58% | 0.61% | 243 | -2,579 | -1.7% | Q4 2025 | Feb 05, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 149,298 | 10,982 | 0.08% | — | 244 | +149,298 | New | Q4 2025 | Feb 18, 2026 |
| TruWealth Advisors, LLC | History | Reduced | 148,471 | 10,921 | 0.53% | 0.54% | 245 | -2,254 | -1.5% | Q4 2025 | Jan 07, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | New | 147,120 | 10,822 | 0.13% | — | 246 | +147,120 | New | Q4 2025 | Feb 02, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 146,705 | 10,791 | 0.13% | 0.12% | 247 | +14,160 | 10.68% | Q4 2025 | Jan 29, 2026 |
| AXIS CAPITAL HOLDINGS LTD | History | No change | 146,362 | 10,766 | 3.78% | 3.96% | 248 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| OLIO Financial Planning | History | Added to | 143,360 | 10,545 | 2.96% | 2.94% | 249 | +2,788 | 1.98% | Q4 2025 | Jan 21, 2026 |
| Wealthfront Advisers LLC | History | Added to | 142,739 | 10,499 | 0.02% | 0.02% | 250 | +32,603 | 29.6% | Q4 2025 | Jan 30, 2026 |
| Cherry Tree Wealth Management, LLC | History | Reduced | 141,377 | 10,399 | 2.2% | 2.22% | 251 | -282 | -0.2% | Q4 2025 | Feb 10, 2026 |
| BAHL & GAYNOR INC | History | Added to | 141,187 | 10,385 | 0.05% | 0.05% | 252 | +9,617 | 7.31% | Q4 2025 | Feb 12, 2026 |
| Trust Point Inc. | History | Added to | 139,998 | 10,298 | 0.81% | 0.63% | 253 | +31,163 | 28.63% | Q4 2025 | Jan 13, 2026 |
| CHATHAM CAPITAL GROUP, INC. | History | Added to | 139,255 | 10,243 | 1.46% | 1.39% | 254 | +3,510 | 2.59% | Q4 2025 | Jan 14, 2026 |
| Pure Financial Advisors, LLC | History | Reduced | 138,188 | 10,165 | 1.85% | 0.16% | 255 | -3,540 | -2.5% | Q4 2025 | Mar 04, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 138,069 | 10,156 | 0.11% | 0.13% | 256 | +18,868 | 15.83% | Q4 2025 | Jan 23, 2026 |
| Equitable Holdings, Inc. | History | Added to | 137,836 | 10,139 | 0.07% | 0.07% | 257 | +7,847 | 6.04% | Q4 2025 | Feb 17, 2026 |
| Financial Engines Advisors L.L.C. | History | Added to | 137,482 | 10,113 | 0.02% | 0.02% | 258 | +1,718 | 1.27% | Q4 2025 | Feb 12, 2026 |
| Richmond Investment Services, LLC | History | Added to | 136,398 | 10,033 | 1.73% | 1.63% | 259 | +13,751 | 11.21% | Q4 2025 | Feb 12, 2026 |
| TRUST CO OF VERMONT | History | Added to | 136,295 | 10,025 | 0.42% | 0.36% | 260 | +21,437 | 18.66% | Q4 2025 | Jan 16, 2026 |
| One Capital Management, LLC | History | Added to | 135,244 | 9,948 | 0.3% | 0.28% | 261 | +10,735 | 8.62% | Q4 2025 | Feb 10, 2026 |
| Beaird Harris Wealth Management, LLC | History | Reduced | 132,119 | 9,718 | 0.67% | 0.69% | 262 | -3,361 | -2.48% | Q4 2025 | Feb 23, 2026 |
| Berkeley Capital Partners, LLC | History | Added to | 131,951 | 9,706 | 2.29% | 2.19% | 263 | +1,982 | 1.52% | Q4 2025 | Feb 05, 2026 |
| BALANCED WEALTH GROUP LLC | History | Reduced | 133,831 | 9,629 | 3.52% | 3.96% | 264 | -458 | -0.34% | Q4 2025 | Jan 13, 2026 |
| Financial Management Professionals, Inc. | History | Reduced | 129,779 | 9,546 | 0.98% | 1.01% | 265 | -6,651 | -4.88% | Q4 2025 | Jan 27, 2026 |
| Coastal Bridge Advisors, LLC | History | Added to | 128,038 | 9,418 | 0.7% | 0.65% | 266 | +7,300 | 6.05% | Q4 2025 | Feb 18, 2026 |
| Goldstone Financial Group, LLC | History | Added to | 127,849 | 9,404 | 1.05% | 0.99% | 267 | +11,090 | 9.5% | Q4 2025 | Feb 13, 2026 |
| F/m Investments LLC | History | Added to | 127,211 | 9,357 | 0.36% | 0.34% | 268 | +3,600 | 2.91% | Q4 2025 | Feb 03, 2026 |
| BRIGHTON JONES LLC | History | Added to | 126,743 | 9,323 | 0.34% | 0.22% | 269 | +157 | 0.12% | Q4 2025 | Jan 27, 2026 |
| Kraft, Davis & Associates, LLC | History | Added to | 122,107 | 9,308 | 2.09% | 2.12% | 270 | +2,692 | 2.25% | Q4 2025 | Jan 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 126,465 | 9,302 | 0.0% | 0.01% | 271 | -78,564 | -38.32% | Q4 2025 | Feb 10, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 125,152 | 9,206 | 0.05% | 0.03% | 272 | +46,103 | 58.32% | Q4 2025 | Feb 12, 2026 |
| Quantum Capital Management, LLC / NJ | History | Added to | 122,891 | 9,039 | 1.05% | 0.6% | 273 | +45,900 | 59.62% | Q4 2025 | Feb 13, 2026 |
| Apella Capital, LLC | History | Added to | 121,875 | 8,965 | 0.18% | 0.06% | 274 | +85,711 | 237.01% | Q4 2025 | Jan 21, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Added to | 119,002 | 8,753 | 0.88% | 0.85% | 275 | +4,705 | 4.12% | Q4 2025 | Jan 27, 2026 |
| TI-TRUST, INC | History | Reduced | 118,070 | 8,685 | 5.36% | 5.33% | 276 | -640 | -0.54% | Q4 2025 | Jan 23, 2026 |
| COMMERCE BANK | History | Added to | 118,029 | 8,682 | 0.05% | 0.04% | 277 | +5,773 | 5.14% | Q4 2025 | Feb 13, 2026 |
| DRW Securities, LLC | History | Reduced | 116,406 | 8,562 | 0.23% | 0.22% | 278 | -52,080 | -30.91% | Q4 2025 | Feb 12, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 116,400 | 8,562 | 0.06% | 0.06% | 279 | +12,784 | 12.34% | Q4 2025 | Feb 18, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Added to | 116,174 | 8,545 | 1.1% | 1.12% | 280 | +4,928 | 4.43% | Q4 2025 | Feb 04, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Reduced | 116,054 | 8,536 | 0.55% | 0.56% | 281 | -1,913 | -1.62% | Q4 2025 | Jan 26, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 115,723 | 8,512 | 0.15% | 0.17% | 282 | -2,756 | -2.33% | Q4 2025 | Jan 16, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 114,834 | 8,447 | 0.21% | 0.2% | 283 | +6,901 | 6.39% | Q4 2025 | Feb 09, 2026 |
| LAM GROUP, INC. | History | Reduced | 114,192 | 8,399 | 4.81% | 5.09% | 284 | -805 | -0.7% | Q4 2025 | Jan 23, 2026 |
| WBH ADVISORY INC | History | Reduced | 112,219 | 8,254 | 0.61% | 0.61% | 285 | -174 | -0.15% | Q4 2025 | Jan 26, 2026 |
| Balentine LLC | History | Added to | 112,028 | 8,240 | 0.31% | 0.29% | 286 | +1 | 0.0% | Q4 2025 | Feb 02, 2026 |
| WELCH & FORBES LLC | History | Added to | 110,812 | 8,151 | 0.1% | 0.1% | 287 | +15 | 0.01% | Q4 2025 | Feb 10, 2026 |
| Hartmann Taylor Wealth Management, LLC | History | Added to | 109,380 | 8,045 | 5.43% | 5.49% | 288 | +2,264 | 2.11% | Q4 2025 | Jan 15, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 107,908 | 7,937 | 0.01% | 0.01% | 289 | +4,201 | 4.05% | Q4 2025 | Feb 12, 2026 |
| MorganRosel Wealth Management, LLC | History | Reduced | 107,361 | 7,897 | 1.98% | 2.01% | 290 | -1,228 | -1.13% | Q4 2025 | Feb 13, 2026 |
| PDS Planning, Inc | History | Reduced | 106,832 | 7,858 | 0.52% | 0.53% | 291 | -1,464 | -1.35% | Q4 2025 | Jan 26, 2026 |
| Archvest Wealth Advisors, Inc. | History | Added to | 106,457 | 7,830 | 5.0% | 6.73% | 292 | +48 | 0.05% | Q4 2025 | Feb 13, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | Added to | 105,434 | 7,755 | 0.89% | 0.96% | 293 | +10 | 0.01% | Q4 2025 | Feb 17, 2026 |
| Columbia River Financial Group, LLC | History | Reduced | 105,390 | 7,752 | 4.76% | 4.97% | 294 | -4,625 | -4.2% | Q4 2025 | Feb 12, 2026 |
| Advisory Services Network, LLC | History | Added to | 104,761 | 7,706 | 0.11% | 0.08% | 295 | +26,374 | 33.65% | Q4 2025 | Feb 17, 2026 |
| Agate Pass Investment Management, LLC | History | Added to | 102,824 | 7,563 | 2.81% | 2.73% | 296 | +2,374 | 2.36% | Q4 2025 | Jan 08, 2026 |
| PFG Advisors | History | Added to | 102,201 | 7,517 | 0.36% | 0.28% | 297 | +6,266 | 6.53% | Q4 2025 | Jan 27, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 101,252 | 7,448 | 0.09% | 0.2% | 298 | -135,944 | -57.31% | Q4 2025 | Feb 11, 2026 |
| Grange Capital, LLC | History | Added to | 100,526 | 7,394 | 7.1% | 6.59% | 299 | +5,018 | 5.25% | Q4 2025 | Feb 03, 2026 |
| BRAVE ASSET MANAGEMENT INC | History | Added to | 100,487 | 7,391 | 1.74% | 1.71% | 300 | +35 | 0.03% | Q4 2025 | Jan 08, 2026 |
| Fee-Only Financial Planning, L.C. | History | Reduced | 100,413 | 7,386 | 4.31% | 4.2% | 301 | -542 | -0.54% | Q4 2025 | Jan 26, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 99,705 | 7,334 | 0.0% | 0.0% | 302 | +80,204 | 411.28% | Q4 2025 | Feb 17, 2026 |
| Freestone Capital Holdings, LLC | History | Added to | 99,699 | 7,333 | 0.22% | 0.21% | 303 | +1,427 | 1.45% | Q4 2025 | Jan 23, 2026 |
| Hughes Financial Services, LLC | History | Reduced | 99,521 | 7,320 | 1.15% | 1.16% | 304 | -429 | -0.43% | Q4 2025 | Feb 11, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Added to | 99,088 | 7,288 | 0.32% | 0.32% | 305 | +19 | 0.02% | Q4 2025 | Jan 29, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 99,033 | 7,284 | 0.04% | 0.04% | 306 | +1,110 | 1.13% | Q4 2025 | Feb 03, 2026 |
| BARRETT & COMPANY, INC. | History | Added to | 98,635 | 7,255 | 2.42% | 2.31% | 307 | +4,046 | 4.28% | Q4 2025 | Jan 28, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 98,425 | 7,240 | 0.26% | 0.26% | 308 | -107 | -0.11% | Q4 2025 | Feb 02, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 97,614 | 7,180 | 0.13% | 0.14% | 309 | -1,957 | -1.97% | Q4 2025 | Feb 17, 2026 |
| Wedmont Private Capital | History | Reduced | 93,946 | 7,079 | 0.25% | 0.32% | 310 | -24,736 | -20.84% | Q4 2025 | Jan 08, 2026 |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | History | Added to | 96,156 | 7,073 | 1.53% | 1.39% | 311 | +7,882 | 8.93% | Q4 2025 | Jan 26, 2026 |
| OpenArc Corporate Advisory, LLC | History | New | 94,930 | 6,983 | 0.12% | — | 312 | +94,930 | New | Q4 2025 | Feb 13, 2026 |
| IFP Advisors, Inc | History | Reduced | 94,811 | 6,974 | 0.16% | 0.18% | 313 | -39 | -0.04% | Q4 2025 | Feb 06, 2026 |
| ESG Planning DBA Harper Investing | History | Added to | 94,280 | 6,935 | 2.99% | 2.87% | 314 | +9,885 | 11.71% | Q4 2025 | Feb 04, 2026 |
| Industrial Alliance Investment Management Inc. | History | Added to | 94,136 | 6,925 | 3.93% | 3.95% | 315 | +2,465 | 2.69% | Q4 2025 | Feb 05, 2026 |
| Breakwater Investment Management | History | Reduced | 93,522 | 6,879 | 2.49% | 2.46% | 316 | -47 | -0.05% | Q4 2025 | Feb 02, 2026 |
| Archer Investment Management, LLC | History | Reduced | 93,449 | 6,874 | 3.7% | 5.58% | 317 | -33,965 | -26.66% | Q4 2025 | Jan 12, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 92,640 | 6,814 | 0.08% | 0.08% | 318 | +5,244 | 6.0% | Q4 2025 | Feb 02, 2026 |
| NWAM LLC | History | Reduced | 90,451 | 6,797 | 0.38% | 0.36% | 319 | -1,688 | -1.83% | Q4 2025 | Feb 04, 2026 |
| ASL Financial, LLC | History | New | 90,213 | 6,789 | 5.33% | — | 320 | +90,213 | New | Q4 2025 | Jan 20, 2026 |
| NORTH STAR ASSET MANAGEMENT INC | History | Reduced | 91,491 | 6,730 | 0.27% | 0.27% | 321 | -58 | -0.06% | Q4 2025 | Feb 09, 2026 |
| CacheTech Inc. | History | Reduced | 91,427 | 6,725 | 1.25% | 1.33% | 322 | -1,296 | -1.4% | Q4 2025 | Feb 18, 2026 |
| ADVOCATE GROUP LLC | History | Added to | 89,914 | 6,614 | 1.07% | 1.0% | 323 | +4,810 | 5.65% | Q4 2025 | Jan 20, 2026 |
| Centennial Bank/AR/ | History | Added to | 89,380 | 6,574 | 2.61% | 1.79% | 324 | +25,474 | 39.86% | Q4 2025 | Feb 17, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 89,051 | 6,550 | 0.0% | 0.0% | 325 | +3,152 | 3.67% | Q4 2025 | Feb 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 88,620 | 6,518 | 0.0% | 0.0% | 326 | -25,380 | -22.26% | Q4 2025 | Feb 17, 2026 |
| Adams Wealth Management | History | Reduced | 87,183 | 6,413 | 1.37% | 1.37% | 327 | -2,329 | -2.6% | Q4 2025 | Feb 18, 2026 |
| GreatBanc Trust CO | History | Reduced | 86,830 | 6,387 | 4.5% | 4.61% | 328 | -7,472 | -7.92% | Q4 2025 | Feb 12, 2026 |
| Clearstead Advisors, LLC | History | Added to | 85,806 | 6,311 | 0.08% | 0.07% | 329 | +6,230 | 7.83% | Q4 2025 | Feb 09, 2026 |
| Integrated Advisors Network LLC | History | Added to | 85,094 | 6,259 | 0.28% | 0.25% | 330 | +85 | 0.1% | Q4 2025 | Feb 17, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 85,060 | 6,257 | 0.04% | 0.04% | 331 | -451 | -0.53% | Q4 2025 | Feb 09, 2026 |
| AlTi Global, Inc. | History | Reduced | 84,145 | 6,189 | 0.13% | 0.16% | 332 | -9,530 | -10.17% | Q4 2025 | Feb 13, 2026 |
| Tennessee Valley Asset Management Partners | History | Added to | 84,081 | 6,184 | 0.8% | 0.79% | 333 | +2,034 | 2.48% | Q4 2025 | Feb 05, 2026 |
| BBR PARTNERS, LLC | History | Reduced | 83,740 | 6,159 | 0.33% | 0.35% | 334 | -305 | -0.36% | Q4 2025 | Feb 11, 2026 |
| MeadowBrook Investment Advisors LLC | History | Added to | 82,805 | 6,091 | 5.19% | 5.05% | 335 | +392 | 0.48% | Q4 2025 | Jan 14, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Reduced | 82,473 | 6,066 | 0.34% | 0.34% | 336 | -7,313 | -8.14% | Q4 2025 | Feb 06, 2026 |
| Wealthspire Retirement, LLC | History | Added to | 81,621 | 6,004 | 0.37% | 0.36% | 337 | +2,201 | 2.77% | Q4 2025 | Feb 18, 2026 |
| Indie Asset Partners, LLC | History | Added to | 80,817 | 5,944 | 6.63% | 7.64% | 338 | +372 | 0.46% | Q4 2025 | Feb 03, 2026 |
| IMA Advisory Services, Inc. | History | Added to | 80,177 | 5,895 | 0.57% | 0.47% | 339 | +15,166 | 23.33% | Q4 2025 | Feb 11, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 80,079 | 5,890 | 0.0% | 0.0% | 340 | +14,792 | 22.66% | Q4 2025 | Mar 20, 2026 |
| Facet Wealth, Inc. | History | Added to | 72,878 | 5,736 | 0.1% | 0.1% | 341 | +4,187 | 6.1% | Q4 2025 | Jan 29, 2026 |
| Compass Ion Advisors, LLC | History | Reduced | 77,758 | 5,719 | 0.54% | 0.54% | 342 | -177 | -0.23% | Q4 2025 | Jan 29, 2026 |
| CITIGROUP INC | History | Reduced | 76,605 | 5,635 | 0.0% | 0.01% | 343 | -95,722 | -55.55% | Q4 2025 | Feb 13, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Added to | 76,610 | 5,635 | 0.07% | 0.06% | 344 | +11,723 | 18.07% | Q4 2025 | Feb 10, 2026 |
| CGN Advisors LLC | History | Added to | 76,143 | 5,601 | 0.44% | 0.45% | 345 | +20 | 0.03% | Q4 2025 | Jan 05, 2026 |
| Gladwyn Financial Advisors, Inc. | History | Added to | 76,032 | 5,592 | 3.93% | 3.8% | 346 | +1,881 | 2.54% | Q4 2025 | Jan 08, 2026 |
| Watershed Asset Management, L.L.C. | History | New | 75,739 | 5,571 | 5.2% | — | 347 | +75,739 | New | Q4 2025 | Feb 17, 2026 |
| Valpey Financial Services, LLC | History | Reduced | 75,033 | 5,519 | 3.52% | 3.54% | 348 | -756 | -1.0% | Q4 2025 | Mar 04, 2026 |
| NORTHEAST INVESTMENT MANAGEMENT | History | Added to | 74,954 | 5,513 | 0.22% | 0.21% | 349 | +3,211 | 4.48% | Q4 2025 | Feb 04, 2026 |
| GFS Advisors, LLC | History | Reduced | 74,910 | 5,510 | 0.65% | 0.69% | 350 | -1,180 | -1.55% | Q4 2025 | Feb 11, 2026 |
| BURLING WEALTH PARTNERS, LLC | History | Reduced | 74,223 | 5,459 | 0.85% | 0.91% | 351 | -2,524 | -3.29% | Q4 2025 | Feb 06, 2026 |
| Valley Financial Group, Inc. | History | Reduced | 74,146 | 5,454 | 3.06% | 10.06% | 352 | -174,569 | -70.19% | Q4 2025 | Feb 18, 2026 |
| Allegiance Financial Group Advisory Services LLC | History | Reduced | 72,896 | 5,362 | 1.13% | 1.25% | 353 | -3,417 | -4.48% | Q4 2025 | Feb 03, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | Added to | 72,392 | 5,325 | 0.05% | 0.05% | 354 | +6,132 | 9.25% | Q4 2025 | Jan 28, 2026 |
| Next Level Wealth Planning, LLC | History | Added to | 72,176 | 5,309 | 2.83% | 2.9% | 355 | +291 | 0.4% | Q4 2025 | Jan 26, 2026 |
| Principia Wealth Advisory, LLC | History | Reduced | 72,152 | 5,307 | 3.32% | 3.99% | 356 | -8,902 | -10.98% | Q4 2025 | Feb 10, 2026 |
| Wilson & Boucher Capital Management, LLC | History | Added to | 71,738 | 5,277 | 3.47% | 2.96% | 357 | +8,550 | 13.53% | Q4 2025 | Feb 05, 2026 |
| Black Diamond Financial, LLC | History | Reduced | 71,497 | 5,259 | 0.55% | 0.57% | 358 | -83 | -0.12% | Q4 2025 | Feb 03, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | Added to | 71,049 | 5,226 | 0.41% | 0.42% | 359 | +5,262 | 8.0% | Q4 2025 | Jan 28, 2026 |
| Kelsey Financial, LLC | History | New | 71,040 | 5,225 | 4.49% | — | 360 | +71,040 | New | Q4 2025 | Jan 23, 2026 |
| 3Chopt Investment Partners, LLC | History | Added to | 70,718 | 5,202 | 1.17% | 1.11% | 361 | +2,512 | 3.68% | Q4 2025 | Feb 10, 2026 |
| Pine Valley Investments Ltd Liability Co | History | Reduced | 70,700 | 5,200 | 0.24% | 0.25% | 362 | -636 | -0.89% | Q4 2025 | Feb 13, 2026 |
| Private Advisor Group, LLC | History | Added to | 70,033 | 5,151 | 0.02% | 0.02% | 363 | +25,544 | 57.42% | Q4 2025 | Feb 17, 2026 |
| Gotham Asset Management, LLC | History | Added to | 68,693 | 5,053 | 0.02% | 0.02% | 364 | +18,647 | 37.26% | Q4 2025 | Feb 17, 2026 |
| FIDUCIENT ADVISORS LLC | History | Added to | 68,459 | 5,035 | 0.62% | 0.56% | 365 | +812 | 1.2% | Q4 2025 | Feb 10, 2026 |
| Disciplined Investors, L.L.C. | History | Added to | 68,184 | 5,015 | 3.29% | 3.44% | 366 | +510 | 0.75% | Q4 2025 | Feb 10, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 68,091 | 5,008 | 0.07% | 0.07% | 367 | +492 | 0.73% | Q4 2025 | Feb 09, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | Reduced | 68,052 | 5,005 | 0.53% | 0.54% | 368 | -208 | -0.3% | Q4 2025 | Jan 09, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 67,561 | 4,969 | 0.09% | 0.09% | 369 | +6,256 | 10.2% | Q4 2025 | Jan 23, 2026 |
| Addis & Hill, Inc | History | Reduced | 67,191 | 4,942 | 2.99% | 3.06% | 370 | -2,601 | -3.73% | Q4 2025 | Jan 06, 2026 |
| Strategic Wealth Investment Group, LLC | History | Reduced | 67,074 | 4,933 | 0.61% | 0.48% | 371 | -12,174 | -15.36% | Q4 2025 | Feb 11, 2026 |
| Portland Global Advisors LLC | History | Added to | 66,552 | 4,895 | 0.53% | 0.5% | 372 | +3,496 | 5.54% | Q4 2025 | Feb 10, 2026 |
| Cadence Wealth Management LLC | History | Reduced | 66,377 | 4,882 | 2.36% | 2.63% | 373 | -3,857 | -5.49% | Q4 2025 | Feb 06, 2026 |
| SAWGRASS ASSET MANAGEMENT LLC | History | No change | 65,991 | 4,854 | 0.61% | 0.58% | 374 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Alta Advisers Ltd | History | No change | 65,757 | 4,837 | 1.75% | 1.44% | 375 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Added to | 65,720 | 4,834 | 0.68% | 0.73% | 376 | +680 | 1.05% | Q4 2025 | Jan 12, 2026 |
| FIRST AMERICAN TRUST, FSB | History | Added to | 64,925 | 4,775 | 0.33% | 0.3% | 377 | +6,927 | 11.94% | Q4 2025 | Feb 11, 2026 |
| Virtue Capital Management, LLC | History | Added to | 63,924 | 4,774 | 0.74% | 0.05% | 378 | +60,857 | 1984.25% | Q4 2025 | Feb 18, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 64,262 | 4,727 | 0.08% | 0.08% | 379 | +12,790 | 24.85% | Q4 2025 | Feb 19, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 63,974 | 4,705 | 0.05% | 0.05% | 380 | -1,602 | -2.44% | Q4 2025 | Feb 13, 2026 |
| Beaumont Asset Management, L.L.C. | History | Reduced | 63,586 | 4,677 | 2.34% | 2.29% | 381 | -125 | -0.2% | Q4 2025 | Jan 21, 2026 |
| Sightline Wealth Advisors, LLC | History | Added to | 62,686 | 4,611 | 1.97% | 1.37% | 382 | +20,090 | 47.16% | Q4 2025 | Jan 26, 2026 |
| Simplicity Wealth,LLC | History | Added to | 62,610 | 4,605 | 0.27% | 0.24% | 383 | +4,824 | 8.35% | Q4 2025 | Jan 30, 2026 |
| Creekside Partners | History | Added to | 61,790 | 4,545 | 1.92% | 1.62% | 384 | +10,234 | 19.85% | Q4 2025 | Feb 13, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Added to | 61,645 | 4,534 | 0.05% | 0.05% | 385 | +1,293 | 2.14% | Q4 2025 | Feb 12, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 61,508 | 4,524 | 0.05% | 0.04% | 386 | +31,238 | 103.2% | Q4 2025 | Jan 29, 2026 |
| Vise Technologies, Inc. | History | Added to | 61,405 | 4,516 | 0.09% | 0.07% | 387 | +35,040 | 132.9% | Q4 2025 | Feb 11, 2026 |
| Ramiah Investment Group | History | Added to | 61,007 | 4,487 | 4.39% | 3.97% | 388 | +4,756 | 8.45% | Q4 2025 | Jan 28, 2026 |
| SNS Financial Group, LLC | History | Reduced | 60,867 | 4,477 | 0.39% | 0.39% | 389 | -1,622 | -2.6% | Q4 2025 | Feb 02, 2026 |
| SPINNAKER TRUST | History | Added to | 60,515 | 4,451 | 0.24% | 0.23% | 390 | +1,284 | 2.17% | Q4 2025 | Feb 10, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 60,444 | 4,446 | 0.01% | 0.01% | 391 | -398 | -0.65% | Q4 2025 | Feb 11, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 60,423 | 4,444 | 0.08% | 0.08% | 392 | -398 | -0.65% | Q4 2025 | Jan 22, 2026 |
| Coastline Trust Co | History | Added to | 60,350 | 4,439 | 0.42% | 0.46% | 393 | +381 | 0.64% | Q4 2025 | Jan 05, 2026 |
| Foundation Wealth Management, LLC\PA | History | Reduced | 59,952 | 4,410 | 1.6% | 1.66% | 394 | -241 | -0.4% | Q4 2025 | Jan 15, 2026 |
| WASHINGTON GROWTH STRATEGIES LLC | History | No change | 59,419 | 4,370 | 2.83% | 3.02% | 395 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Advisor OS, LLC | History | Reduced | 58,975 | 4,338 | 0.35% | 0.38% | 396 | -2,951 | -4.77% | Q4 2025 | Feb 04, 2026 |
| GREENLEAF TRUST | History | Reduced | 58,947 | 4,336 | 0.04% | 0.07% | 397 | -50,810 | -46.29% | Q4 2025 | Jan 21, 2026 |
| DF DENT & CO INC | History | Added to | 58,418 | 4,297 | 0.06% | 0.05% | 398 | +3,003 | 5.42% | Q4 2025 | Feb 17, 2026 |
| PW Nova Financial Services LLC | History | New | 57,227 | 4,274 | 1.62% | — | 399 | +57,227 | New | Q4 2025 | Apr 09, 2026 |
| NBC SECURITIES, INC. | History | Added to | 57,970 | 4,264 | 0.32% | 0.27% | 400 | +8,039 | 16.1% | Q4 2025 | Jan 29, 2026 |
| Asset Allocation & Management Company, LLC | History | Added to | 57,853 | 4,256 | 1.69% | 1.57% | 401 | +5,745 | 11.03% | Q4 2025 | Jan 12, 2026 |
| Mosaic Advisors LLC | History | Added to | 57,705 | 4,244 | 8.14% | 9.05% | 402 | +5,369 | 10.26% | Q4 2025 | Feb 18, 2026 |
| Prospera Capital Management, LLC | History | Reduced | 57,636 | 4,239 | 2.14% | 3.46% | 403 | -42,531 | -42.46% | Q4 2025 | Jan 20, 2026 |
| SOL Capital Management CO | History | Added to | 57,430 | 4,225 | 0.38% | 0.36% | 404 | +840 | 1.48% | Q4 2025 | Jan 30, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 57,283 | 4,213 | 0.22% | 0.22% | 405 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Prospera Financial Services Inc | History | Added to | 56,377 | 4,147 | 0.07% | 0.07% | 406 | +858 | 1.55% | Q4 2025 | Feb 09, 2026 |
| Algorithmic Investment Models, LLC | History | Reduced | 56,269 | 4,139 | 5.1% | 2.76% | 407 | -1,976 | -3.39% | Q4 2025 | Feb 10, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 55,701 | 4,097 | 0.01% | 0.01% | 408 | +5,933 | 11.92% | Q4 2025 | Feb 13, 2026 |
| Alpine Bank Wealth Management | History | No change | 55,705 | 4,097 | 0.58% | 0.56% | 409 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| JNBA Financial Advisors | History | Reduced | 55,390 | 4,074 | 0.36% | 0.36% | 410 | -629 | -1.12% | Q4 2025 | Jan 26, 2026 |
| Professional Financial Advisors, LLC | History | Added to | 55,218 | 4,061 | 0.83% | 0.82% | 411 | +392 | 0.71% | Q4 2025 | Jan 15, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 54,925 | 4,040 | 0.2% | 0.21% | 412 | +6,923 | 14.42% | Q4 2025 | Jan 28, 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | Added to | 54,800 | 4,031 | 1.47% | 1.31% | 413 | +11,900 | 27.74% | Q4 2025 | Feb 12, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Added to | 54,117 | 3,980 | 0.22% | 0.2% | 414 | +3,926 | 7.82% | Q4 2025 | Jan 13, 2026 |
| FIDUCIARY ADVISORS, INC. | History | Added to | 54,036 | 3,974 | 3.02% | 3.05% | 415 | +1,146 | 2.17% | Q4 2025 | Jan 27, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 53,827 | 3,959 | 0.04% | 0.04% | 416 | +3,320 | 6.57% | Q4 2025 | Jan 20, 2026 |
| Northstar Group, Inc. | History | Added to | 53,574 | 3,940 | 0.54% | 0.5% | 417 | +5,328 | 11.04% | Q4 2025 | Feb 13, 2026 |
| Benchmark Financial Wealth Advisors, LLC | History | Added to | 53,091 | 3,905 | 1.12% | 1.12% | 418 | +935 | 1.79% | Q4 2025 | Jan 27, 2026 |
| Aufman Associates Inc | History | Added to | 52,933 | 3,893 | 2.0% | 2.09% | 419 | +847 | 1.63% | Q4 2025 | Feb 11, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 52,914 | 3,892 | 0.01% | 0.01% | 420 | +4,107 | 8.41% | Q4 2025 | Feb 10, 2026 |
| Values Added Financial LLC | History | Reduced | 52,632 | 3,871 | 1.63% | 1.67% | 421 | -68 | -0.13% | Q4 2025 | Jan 16, 2026 |
| CLUNE & ASSOCIATES, LTD. | History | Added to | 52,460 | 3,858 | 0.83% | 0.84% | 422 | +5,359 | 11.38% | Q4 2025 | Feb 09, 2026 |
| First PREMIER Bank | History | Reduced | 52,314 | 3,848 | 0.88% | 0.85% | 423 | -50 | -0.1% | Q4 2025 | Jan 23, 2026 |
| Clark Asset Management, LLC | History | Added to | 51,984 | 3,823 | 0.4% | 0.43% | 424 | +588 | 1.14% | Q4 2025 | Jan 27, 2026 |
| Sage Mountain Advisors LLC | History | Added to | 51,898 | 3,817 | 0.2% | 0.21% | 425 | +781 | 1.53% | Q4 2025 | Jan 23, 2026 |
| Klingman & Associates, LLC | History | Reduced | 51,657 | 3,799 | 0.18% | 0.19% | 426 | -53 | -0.1% | Q4 2025 | Jan 29, 2026 |
| Beacon Bank & Trust | History | Added to | 51,523 | 3,790 | 0.77% | 0.78% | 427 | +1,010 | 2.0% | Q4 2025 | Feb 17, 2026 |
| Upper Left Wealth Management, LLC | History | Reduced | 51,309 | 3,774 | 2.3% | 2.44% | 428 | -3,263 | -5.98% | Q4 2025 | Jan 22, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Reduced | 50,415 | 3,708 | 0.12% | 0.13% | 429 | -1,614 | -3.1% | Q4 2025 | Jan 12, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 50,364 | 3,704 | 0.0% | 0.04% | 430 | -531,506 | -91.34% | Q4 2025 | Feb 17, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Added to | 50,242 | 3,695 | 1.0% | 0.0% | 431 | +50,140 | 49156.86% | Q4 2025 | Feb 09, 2026 |
| Newman Dignan & Sheerar, Inc. | History | Reduced | 50,133 | 3,687 | 0.77% | 0.8% | 432 | -1,785 | -3.44% | Q4 2025 | Jan 22, 2026 |
| INTREPID FAMILY OFFICE LLC | History | No change | 50,000 | 3,678 | 3.17% | 2.98% | 433 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Wealthcare Capital Partners, LLC | History | Reduced | 49,735 | 3,658 | 1.71% | 1.63% | 434 | -47 | -0.09% | Q4 2025 | Jan 14, 2026 |
| Arkadios Wealth Advisors | History | Added to | 49,537 | 3,643 | 0.07% | 0.05% | 435 | +18,154 | 57.85% | Q4 2025 | Feb 13, 2026 |
| Roundview Capital LLC | History | Added to | 49,189 | 3,618 | 0.22% | 0.2% | 436 | +4,782 | 10.77% | Q4 2025 | Feb 09, 2026 |
| NYL Investors LLC | History | Reduced | 48,889 | 3,596 | 1.22% | 1.16% | 437 | -376 | -0.76% | Q4 2025 | Feb 11, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 48,863 | 3,594 | 0.08% | 0.08% | 438 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| London & Capital Asset Management Ltd | History | Added to | 48,601 | 3,575 | 0.04% | 0.1% | 439 | +29,090 | 149.1% | Q4 2025 | Feb 17, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 48,425 | 3,562 | 0.07% | 0.07% | 440 | +4,784 | 10.96% | Q4 2025 | Feb 03, 2026 |
| Farnam Financial LLC | History | Added to | 48,289 | 3,552 | 2.67% | 1.22% | 441 | +26,323 | 119.84% | Q4 2025 | Jan 26, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 48,195 | 3,545 | 0.02% | 0.02% | 442 | +857 | 1.81% | Q4 2025 | Jan 27, 2026 |
| Cloud Capital Management, LLC | History | Added to | 47,804 | 3,516 | 1.66% | 1.76% | 443 | +913 | 1.95% | Q4 2025 | Feb 12, 2026 |
| Security Financial Services, INC. | History | Reduced | 47,382 | 3,485 | 0.55% | 0.56% | 444 | -1,465 | -3.0% | Q4 2025 | Jan 27, 2026 |
| HOWE & RUSLING INC | History | Reduced | 47,333 | 3,481 | 0.23% | 0.24% | 445 | -1,362 | -2.8% | Q4 2025 | Feb 17, 2026 |
| CARRET ASSET MANAGEMENT, LLC | History | Added to | 47,300 | 3,479 | 0.33% | 0.29% | 446 | +5,640 | 13.54% | Q4 2025 | Feb 17, 2026 |
| Bleakley Financial Group, LLC | History | Reduced | 46,725 | 3,437 | 0.06% | 0.08% | 447 | -15 | -0.03% | Q4 2025 | Feb 09, 2026 |
| RFG Advisory, LLC | History | Added to | 46,407 | 3,413 | 0.06% | 0.06% | 448 | +3,362 | 7.81% | Q4 2025 | Feb 03, 2026 |
| HOWARD WEALTH MANAGEMENT, LLC | History | Added to | 46,315 | 3,406 | 1.49% | 1.25% | 449 | +8,064 | 21.08% | Q4 2025 | Jan 29, 2026 |
| Evanson Asset Management, LLC | History | Reduced | 46,293 | 3,405 | 0.18% | 0.19% | 450 | -184 | -0.4% | Q4 2025 | Jan 12, 2026 |
| Stokes Family Office, LLC | History | Reduced | 46,004 | 3,384 | 0.31% | 0.33% | 451 | -2,254 | -4.67% | Q4 2025 | Feb 18, 2026 |
| Sigma Planning Corp | History | Added to | 45,925 | 3,378 | 0.09% | 0.09% | 452 | +528 | 1.16% | Q4 2025 | Jan 30, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | New | 45,846 | 3,372 | 0.38% | — | 453 | +45,846 | New | Q4 2025 | Feb 13, 2026 |
| Carnegie Investment Counsel | History | Added to | 45,790 | 3,368 | 0.06% | 0.06% | 454 | +2,232 | 5.12% | Q4 2025 | Jan 23, 2026 |
| Lansing Street Advisors | History | Reduced | 45,147 | 3,320 | 0.85% | 1.09% | 455 | -12,611 | -21.83% | Q4 2025 | Jan 26, 2026 |
| WEBSTER BANK, N. A. | History | Added to | 45,074 | 3,315 | 0.31% | 0.27% | 456 | +5,721 | 14.54% | Q4 2025 | Jan 23, 2026 |
| SVRN Asset Management, LLC | History | New | 44,976 | 3,308 | 2.72% | — | 458 | +44,976 | New | Q4 2025 | Feb 13, 2026 |
| Tortoise Investment Management, LLC | History | Added to | 44,975 | 3,308 | 0.29% | 0.28% | 457 | +392 | 0.88% | Q4 2025 | Feb 06, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 44,952 | 3,306 | 0.01% | 0.01% | 459 | -388 | -0.86% | Q4 2025 | Jan 30, 2026 |
| Parallel Advisors, LLC | History | Added to | 44,832 | 3,297 | 0.06% | 0.03% | 460 | +22,029 | 96.61% | Q4 2025 | Feb 11, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 44,742 | 3,291 | 0.07% | 0.08% | 461 | -2,795 | -5.88% | Q4 2025 | Feb 05, 2026 |
| Richard P Slaughter Associates Inc | History | Reduced | 44,290 | 3,257 | 0.68% | 0.7% | 462 | -1,145 | -2.52% | Q4 2025 | Jan 12, 2026 |
| THOMPSON SIEGEL & WALMSLEY LLC | History | Reduced | 44,143 | 3,247 | 0.05% | 0.05% | 463 | -50 | -0.11% | Q4 2025 | Feb 10, 2026 |
| FAMILY WEALTH PARTNERS, LLC | History | Reduced | 43,782 | 3,220 | 1.16% | 1.18% | 464 | -323 | -0.73% | Q4 2025 | Jan 14, 2026 |
| Mayflower Financial Advisors, LLC | History | Reduced | 43,700 | 3,214 | 0.39% | 0.39% | 465 | -148 | -0.34% | Q4 2025 | Jan 13, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 43,620 | 3,208 | 0.15% | 0.13% | 466 | +693 | 1.61% | Q4 2025 | Jan 21, 2026 |
| Ironwood Financial, llc | History | Added to | 41,378 | 3,172 | 0.54% | 0.51% | 467 | +1,128 | 2.8% | Q4 2025 | Jan 15, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 42,984 | 3,161 | 0.11% | 0.12% | 468 | +668 | 1.58% | Q4 2025 | Feb 04, 2026 |
| Patten Group, Inc. | History | Added to | 42,967 | 3,160 | 0.58% | 0.55% | 469 | +3,721 | 9.48% | Q4 2025 | Jan 23, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 42,685 | 3,139 | 0.04% | 0.03% | 470 | -10,246 | -19.36% | Q4 2025 | Feb 13, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 42,065 | 3,094 | 0.08% | 0.07% | 472 | +5,214 | 14.15% | Q4 2025 | Jan 23, 2026 |
| Atlantic Private Wealth, LLC | History | Reduced | 42,071 | 3,094 | 1.98% | 2.04% | 473 | -2,300 | -5.18% | Q4 2025 | Feb 11, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | Added to | 42,065 | 3,094 | 0.05% | 0.04% | 471 | +12 | 0.03% | Q4 2025 | Feb 12, 2026 |
| Gibson Wealth Advisors LLC | History | Added to | 42,049 | 3,093 | 2.12% | 2.13% | 474 | +82 | 0.2% | Q4 2025 | Jan 13, 2026 |
| Spire Wealth Management | History | Reduced | 41,960 | 3,086 | 0.1% | 0.1% | 475 | -83 | -0.2% | Q4 2025 | Jan 14, 2026 |
| Consolidated Portfolio Review Corp | History | New | 41,848 | 3,078 | 0.27% | — | 477 | +41,848 | New | Q4 2025 | Jan 26, 2026 |
| Pine Ridge Advisers LLC | History | No change | 41,848 | 3,078 | 0.18% | 0.18% | 476 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Lumbard & Kellner, LLC | History | Added to | 41,659 | 3,064 | 1.07% | 1.09% | 478 | +49 | 0.12% | Q4 2025 | Feb 03, 2026 |
| Columbus Macro, LLC | History | Added to | 41,524 | 3,054 | 0.33% | 0.32% | 479 | +2,592 | 6.66% | Q4 2025 | Jan 15, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 41,506 | 3,052 | 0.06% | 0.05% | 480 | +3,355 | 8.79% | Q4 2025 | Feb 12, 2026 |
| Gibraltar Capital Management, Inc. | History | No change | 41,485 | 3,051 | 0.52% | 0.53% | 481 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Financial Advisory Corp | History | Added to | 41,357 | 3,042 | 0.44% | 0.43% | 482 | +374 | 0.91% | Q4 2025 | Jan 27, 2026 |
| Merit Financial Group, LLC | History | Added to | 39,145 | 2,879 | 0.02% | 0.02% | 483 | +3,953 | 11.23% | Q4 2025 | Jan 26, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 39,054 | 2,872 | 0.02% | 0.01% | 484 | +10,716 | 37.81% | Q4 2025 | Feb 11, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Added to | 38,778 | 2,852 | 0.2% | 0.19% | 485 | +855 | 2.25% | Q4 2025 | Feb 12, 2026 |
| SWP FINANCIAL LLC | History | Reduced | 38,602 | 2,839 | 1.42% | 1.4% | 486 | -52 | -0.13% | Q4 2025 | Jan 16, 2026 |
| Capital International Investors | History | Added to | 38,364 | 2,834 | 0.0% | 0.0% | 487 | +21,675 | 129.88% | Q4 2025 | Feb 11, 2026 |
| Bank of New Hampshire | History | New | 38,213 | 2,810 | 0.63% | — | 488 | +38,213 | New | Q4 2025 | Mar 16, 2026 |
| Compass Advisory Group LLC | History | Added to | 38,198 | 2,809 | 0.76% | 0.71% | 489 | +2,681 | 7.55% | Q4 2025 | Jan 21, 2026 |
| Evergreen Wealth Management, LLC | History | Reduced | 38,092 | 2,802 | 1.41% | 1.49% | 490 | -1,669 | -4.2% | Q4 2025 | Feb 06, 2026 |
| Abacus Planning Group, Inc. | History | Added to | 37,937 | 2,790 | 0.37% | 0.32% | 491 | +5,885 | 18.36% | Q4 2025 | Jan 16, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 37,897 | 2,787 | 0.21% | 0.2% | 492 | +2,542 | 7.19% | Q4 2025 | Jan 09, 2026 |
| FRG Family Wealth Advisors LLC | History | Added to | 37,655 | 2,769 | 0.43% | 0.32% | 493 | +9,590 | 34.17% | Q4 2025 | Jan 21, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | Added to | 37,549 | 2,762 | 0.11% | 0.11% | 494 | +530 | 1.43% | Q4 2025 | Jan 16, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Added to | 37,314 | 2,744 | 0.04% | 0.04% | 495 | +63 | 0.17% | Q4 2025 | Feb 09, 2026 |
| Kendall Capital Management | History | Added to | 36,695 | 2,699 | 0.56% | 0.21% | 496 | +23,701 | 182.4% | Q4 2025 | Jan 16, 2026 |
| Mutual Advisors, LLC | History | Added to | 36,594 | 2,691 | 0.06% | 0.06% | 497 | +1,254 | 3.55% | Q4 2025 | Feb 02, 2026 |
| Snowden Capital Advisors LLC | History | No change | 36,333 | 2,672 | 0.07% | 0.07% | 498 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 36,088 | 2,654 | 0.05% | 0.04% | 499 | +21 | 0.06% | Q4 2025 | Feb 17, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 36,070 | 2,653 | 0.11% | 0.11% | 500 | +472 | 1.33% | Q4 2025 | Feb 09, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | Added to | 36,050 | 2,651 | 0.13% | 0.13% | 501 | +280 | 0.78% | Q4 2025 | Feb 11, 2026 |
| Post Resch Tallon Group Inc. | History | Reduced | 35,967 | 2,645 | 2.23% | 2.29% | 502 | -345 | -0.95% | Q4 2025 | Jan 09, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | Reduced | 35,874 | 2,638 | 0.3% | 0.31% | 503 | -722 | -1.97% | Q4 2025 | Jan 14, 2026 |
| Cypress Point Wealth Management, LLC | History | Added to | 35,429 | 2,606 | 0.57% | 0.51% | 504 | +261 | 0.74% | Q4 2025 | Feb 02, 2026 |
| MGB Wealth Management, LLC | History | Added to | 35,219 | 2,594 | 0.74% | 0.64% | 505 | +3,233 | 10.11% | Q4 2025 | Feb 17, 2026 |
| Camelot Portfolios, LLC | History | Reduced | 35,244 | 2,592 | 1.59% | 1.95% | 506 | -10,970 | -23.74% | Q4 2025 | Jan 29, 2026 |
| StoneX Group Inc. | History | Reduced | 34,903 | 2,567 | 0.11% | 0.23% | 507 | -39,300 | -52.96% | Q4 2025 | Feb 12, 2026 |
| Main Street Financial Solutions, LLC | History | Added to | 34,692 | 2,551 | 0.19% | 0.15% | 508 | +1,074 | 3.19% | Q4 2025 | Feb 17, 2026 |
| Falcon Wealth Planning | History | Reduced | 34,474 | 2,535 | 0.21% | 0.22% | 509 | -343 | -0.99% | Q4 2025 | Feb 03, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 34,202 | 2,515 | 0.05% | 0.05% | 510 | -771 | -2.2% | Q4 2025 | Feb 05, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 34,123 | 2,510 | 0.04% | 0.01% | 511 | +18,485 | 118.21% | Q4 2025 | Feb 02, 2026 |
| Gilman Hill Asset Management, LLC | History | Added to | 34,022 | 2,502 | 0.39% | 0.38% | 512 | +102 | 0.3% | Q4 2025 | Jan 12, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 33,984 | 2,499 | 0.06% | 0.04% | 513 | +13,449 | 65.49% | Q4 2025 | Jan 29, 2026 |
| Hamrick Investment Counsel, llc | History | New | 33,900 | 2,493 | 1.85% | — | 514 | +33,900 | New | Q4 2025 | Mar 31, 2026 |
| TRED AVON FAMILY WEALTH, LLC | History | No change | 33,734 | 2,481 | 0.81% | 0.83% | 515 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| True Link Financial Advisors, LLC | History | No change | 33,452 | 2,460 | 0.15% | 0.15% | 516 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Financial Planning Navigators CORP | History | New | 33,357 | 2,453 | 1.13% | — | 517 | +33,357 | New | Q4 2025 | Jan 16, 2026 |
| Markin Asset Management, LP | History | New | 33,309 | 2,450 | 2.69% | — | 518 | +33,309 | New | Q4 2025 | Feb 13, 2026 |
| COWA, LLC | History | Reduced | 33,257 | 2,446 | 0.74% | 0.79% | 519 | -85 | -0.25% | Q4 2025 | Feb 12, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Added to | 33,179 | 2,440 | 0.2% | 0.17% | 520 | +2,088 | 6.72% | Q4 2025 | Feb 17, 2026 |
| Betterment LLC | History | Reduced | 33,043 | 2,431 | 0.0% | 0.0% | 521 | -219 | -0.66% | Q4 2025 | Feb 12, 2026 |
| MYECFO, LLC | History | Reduced | 32,835 | 2,415 | 1.03% | 1.1% | 522 | -1,010 | -2.98% | Q4 2025 | Jan 12, 2026 |
| Minot DeBlois Advisors LLC | History | Added to | 32,729 | 2,407 | 2.16% | 2.02% | 523 | +1,509 | 4.83% | Q4 2025 | Feb 13, 2026 |
| Truepoint, Inc. | History | Reduced | 32,715 | 2,406 | 0.05% | 0.05% | 524 | -109 | -0.33% | Q4 2025 | Feb 11, 2026 |
| Baker Ellis Asset Management LLC | History | Reduced | 32,626 | 2,399 | 0.29% | 0.3% | 525 | -2,000 | -5.78% | Q4 2025 | Jan 21, 2026 |
| Red Mountain Financial, LLC | History | Reduced | 32,562 | 2,395 | 2.35% | 2.61% | 527 | -3,503 | -9.71% | Q4 2025 | Jan 26, 2026 |
| MONOGRAPH WEALTH ADVISORS, LLC | History | No change | 32,565 | 2,395 | 0.24% | 0.24% | 526 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Carroll Advisory Group, LLC | History | New | 32,519 | 2,392 | 1.03% | — | 528 | +32,519 | New | Q4 2025 | Feb 09, 2026 |
| WEST BANCORPORATION INC | History | Added to | 32,273 | 2,374 | 1.24% | 1.1% | 529 | +4,599 | 16.62% | Q4 2025 | Jan 29, 2026 |
| KANAWHA CAPITAL MANAGEMENT LLC | History | Added to | 32,185 | 2,367 | 0.16% | 0.16% | 530 | +370 | 1.16% | Q4 2025 | Jan 28, 2026 |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | History | No change | 32,135 | 2,363 | 0.34% | 0.34% | 531 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| STALEY CAPITAL ADVISERS INC | History | Added to | 32,115 | 2,362 | 0.1% | 0.09% | 532 | +3 | 0.01% | Q4 2025 | Feb 05, 2026 |
| IPG Investment Advisors LLC | History | No change | 32,000 | 2,353 | 0.41% | 0.41% | 533 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 31,904 | 2,346 | 0.08% | 0.11% | 534 | -7,374 | -18.77% | Q4 2025 | Jan 27, 2026 |
| Composition Wealth, LLC | History | Added to | 31,832 | 2,341 | 0.03% | 0.03% | 535 | +60 | 0.19% | Q4 2025 | Feb 02, 2026 |
| ALPHA CAPITAL ADVISORS INC /ADV | History | New | 30,673 | 2,338 | 2.17% | — | 536 | +30,673 | New | Q4 2025 | Feb 18, 2026 |
| CORDA Investment Management, LLC. | History | Added to | 31,793 | 2,338 | 0.17% | 0.15% | 537 | +1,564 | 5.17% | Q4 2025 | Feb 03, 2026 |
| Journey Advisory Group, LLC | History | Reduced | 31,730 | 2,334 | 0.2% | 0.17% | 538 | -705 | -2.17% | Q4 2025 | Jan 27, 2026 |
| Rothschild Wealth LLC | History | New | 31,705 | 2,332 | 0.22% | — | 539 | +31,705 | New | Q4 2025 | Feb 17, 2026 |
| Unconventional Investor, LLC | History | Added to | 31,669 | 2,329 | 1.11% | 1.12% | 540 | +468 | 1.5% | Q4 2025 | Feb 05, 2026 |
| Grove Street Fiduciary, LLC | History | Reduced | 31,547 | 2,320 | 0.97% | 1.07% | 541 | -26 | -0.08% | Q4 2025 | Feb 03, 2026 |
| Meridian Wealth Partners, LLC | History | Reduced | 31,433 | 2,312 | 0.32% | 0.32% | 542 | -1,244 | -3.81% | Q4 2025 | Feb 13, 2026 |
| Mine & Arao Wealth Creation & Management, LLC. | History | Added to | 31,342 | 2,305 | 0.9% | 0.9% | 543 | +318 | 1.03% | Q4 2025 | Jan 27, 2026 |
| GRANDFIELD & DODD, LLC | History | No change | 31,282 | 2,301 | 0.13% | 0.13% | 544 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| S&CO INC | History | No change | 31,256 | 2,299 | 0.14% | 0.14% | 545 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| BURKE & HERBERT BANK & TRUST CO | History | Reduced | 31,240 | 2,298 | 0.63% | 0.58% | 546 | -6,450 | -17.11% | Q4 2025 | Feb 12, 2026 |
| Solstein Capital, LLC | History | Added to | 31,193 | 2,294 | 0.92% | 0.12% | 547 | +24,030 | 335.47% | Q4 2025 | Feb 13, 2026 |
| Trek Financial, LLC | History | Added to | 30,886 | 2,271 | 0.13% | 0.01% | 548 | +27,614 | 843.95% | Q4 2025 | Feb 04, 2026 |
| Charis Legacy Partners, LLC | History | Reduced | 30,565 | 2,248 | 3.32% | 3.45% | 549 | -1,816 | -5.61% | Q4 2025 | Jan 08, 2026 |
| Financially in Tune, LLC | History | New | 30,262 | 2,226 | 2.08% | — | 550 | +30,262 | New | Q4 2025 | Feb 27, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Reduced | 30,103 | 2,214 | 0.24% | 0.29% | 551 | -6,055 | -16.75% | Q4 2025 | Jan 28, 2026 |
| Shoker Investment Counsel, Inc. | History | Reduced | 30,045 | 2,210 | 0.65% | 0.68% | 552 | -2,347 | -7.25% | Q4 2025 | Feb 04, 2026 |
| Purpose Unlimited Inc. | History | New | 29,596 | 2,177 | 0.1% | — | 553 | +29,596 | New | Q4 2025 | Mar 20, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 29,151 | 2,144 | 0.04% | 0.05% | 554 | -1,690 | -5.48% | Q4 2025 | Feb 09, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Reduced | 28,969 | 2,130 | 0.07% | 0.07% | 555 | -2,427 | -7.73% | Q4 2025 | Jan 30, 2026 |
| CENTRAL TRUST Co | History | Reduced | 28,834 | 2,121 | 0.04% | 0.05% | 556 | -3,980 | -12.13% | Q4 2025 | Feb 02, 2026 |
| ANDERSON HOAGLAND & CO | History | Reduced | 28,814 | 2,119 | 0.18% | 0.21% | 557 | -4,712 | -14.05% | Q4 2025 | Jan 05, 2026 |
| Family CFO Inc | History | Reduced | 28,765 | 2,115 | 0.95% | 0.95% | 558 | -69 | -0.24% | Q4 2025 | Jan 23, 2026 |
| BOSTON FAMILY OFFICE LLC | History | Reduced | 28,641 | 2,107 | 0.13% | 0.13% | 559 | -335 | -1.16% | Q4 2025 | Feb 13, 2026 |
| COMMON FUND FOR NONPROFIT ORGANIZATIONS | History | Added to | 28,627 | 2,105 | 0.17% | 0.17% | 560 | +480 | 1.71% | Q4 2025 | Feb 17, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 28,586 | 2,102 | 0.02% | 0.03% | 561 | -1,853 | -6.09% | Q4 2025 | Jan 21, 2026 |
| Synergy Asset Management, LLC | History | Reduced | 28,511 | 2,097 | 0.22% | 0.26% | 562 | -73,987 | -72.18% | Q4 2025 | Jan 13, 2026 |
| Manchester Capital Management LLC | History | Added to | 28,424 | 2,090 | 0.28% | 0.27% | 563 | +34 | 0.12% | Q4 2025 | Feb 11, 2026 |
| Allen Investment Management, LLC | History | No change | 28,293 | 2,081 | 0.02% | 0.02% | 564 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Boltwood Capital Management | History | Reduced | 28,204 | 2,074 | 0.54% | 0.55% | 565 | -975 | -3.34% | Q4 2025 | Jan 02, 2026 |
| Atlantic Union Bankshares Corp | History | Reduced | 28,174 | 2,072 | 0.04% | 0.05% | 566 | -5,981 | -17.51% | Q4 2025 | Feb 04, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 28,152 | 2,070 | 0.0% | 0.0% | 567 | -18,552 | -39.72% | Q4 2025 | Feb 17, 2026 |
| HANCOCK WHITNEY CORP | History | Reduced | 28,117 | 2,068 | 0.04% | 0.04% | 568 | -130 | -0.46% | Q4 2025 | Feb 17, 2026 |
| Litman Gregory Wealth Management LLC | History | Reduced | 27,737 | 2,040 | 0.15% | 0.15% | 569 | -47 | -0.17% | Q4 2025 | Feb 12, 2026 |
| Operose Advisors LLC | History | Added to | 27,671 | 2,035 | 0.47% | 0.49% | 570 | +399 | 1.46% | Q4 2025 | Feb 10, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 27,611 | 2,031 | 0.01% | 0.0% | 571 | +17,523 | 173.7% | Q4 2025 | Feb 12, 2026 |
| Milestone Asset Management Group, LLC | History | Added to | 27,603 | 2,030 | 1.15% | 0.99% | 572 | +5,546 | 25.14% | Q4 2025 | Feb 03, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Reduced | 27,562 | 2,027 | 0.16% | 0.41% | 573 | -54,102 | -66.25% | Q4 2025 | Jan 23, 2026 |
| American Capital Advisory, LLC | History | Added to | 27,310 | 2,008 | 0.87% | 0.86% | 574 | +1,445 | 5.59% | Q4 2025 | Jan 30, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Added to | 27,195 | 2,000 | 0.24% | 0.19% | 575 | +4,141 | 17.96% | Q4 2025 | Feb 13, 2026 |
| Partners in Financial Planning | History | Reduced | 27,125 | 1,995 | 0.34% | 0.35% | 576 | -1,653 | -5.74% | Q4 2025 | Feb 02, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 26,921 | 1,988 | 0.08% | 0.01% | 577 | +24,448 | 988.6% | Q4 2025 | Feb 13, 2026 |
| Strategic Advisors LLC | History | Added to | 26,896 | 1,978 | 0.31% | 0.21% | 578 | +8,312 | 44.73% | Q4 2025 | Feb 10, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 26,835 | 1,973 | 0.11% | 0.11% | 579 | +227 | 0.85% | Q4 2025 | Jan 20, 2026 |
| Squarepoint Ops LLC | History | Reduced | 26,609 | 1,957 | 0.0% | 0.0% | 580 | -13,882 | -34.28% | Q4 2025 | Feb 13, 2026 |
| GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. | History | New | 26,547 | 1,952 | 1.56% | — | 581 | +26,547 | New | Q4 2025 | Feb 12, 2026 |
| Midwest Trust Co | History | Added to | 26,442 | 1,945 | 0.02% | 0.02% | 582 | +8,588 | 48.1% | Q4 2025 | Feb 04, 2026 |
| TOBIAS FINANCIAL ADVISORS, INC. | History | Added to | 26,406 | 1,942 | 0.27% | 0.28% | 583 | +526 | 2.03% | Q4 2025 | Feb 13, 2026 |
| FF Advisors,LLC | History | Added to | 26,325 | 1,936 | 0.86% | 0.71% | 584 | +5,555 | 26.75% | Q4 2025 | Feb 13, 2026 |
| Cornerstone Advisory, LLC | History | Added to | 26,268 | 1,932 | 0.18% | 0.17% | 586 | +1,645 | 6.68% | Q4 2025 | Jan 28, 2026 |
| Whitegate Investment Counselors, Inc. | History | Added to | 26,269 | 1,932 | 0.6% | 0.61% | 585 | +244 | 0.94% | Q4 2025 | Feb 10, 2026 |
| Sepio Capital, LP | History | Added to | 25,902 | 1,905 | 0.1% | 0.05% | 587 | +13,324 | 105.93% | Q4 2025 | Feb 12, 2026 |
| MAYPORT, LLC | History | Added to | 25,881 | 1,903 | 0.38% | 0.22% | 588 | +11,656 | 81.94% | Q4 2025 | Jan 21, 2026 |
| Mengis Capital Management, Inc. | History | Added to | 25,804 | 1,898 | 0.34% | 0.36% | 589 | +90 | 0.35% | Q4 2025 | Mar 05, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 25,658 | 1,887 | 0.23% | 0.24% | 590 | +43 | 0.17% | Q4 2025 | Feb 13, 2026 |
| DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | History | Reduced | 25,571 | 1,881 | 0.09% | 0.1% | 591 | -3,620 | -12.4% | Q4 2025 | Jan 27, 2026 |
| MCF Advisors LLC | History | New | 25,560 | 1,880 | 0.1% | — | 592 | +25,560 | New | Q4 2025 | Feb 11, 2026 |
| CONTINENTAL INVESTORS SERVICES, INC. | History | Reduced | 24,179 | 1,879 | 2.42% | 3.2% | 594 | -5,674 | -19.01% | Q4 2025 | Feb 23, 2026 |
| CHAPIN DAVIS, INC. | History | Added to | 25,555 | 1,879 | 0.44% | 0.44% | 593 | +363 | 1.44% | Q4 2025 | Jan 30, 2026 |
| WARNER FINANCIAL, INC | History | Added to | 25,541 | 1,879 | 0.65% | 0.68% | 595 | +122 | 0.48% | Q4 2025 | Jan 21, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | Added to | 25,519 | 1,877 | 0.03% | 0.03% | 596 | +20 | 0.08% | Q4 2025 | Feb 12, 2026 |
| Montecito Bank & Trust | History | No change | 25,366 | 1,865 | 0.3% | 0.28% | 597 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Cannon Advisors, Inc. | History | Reduced | 24,306 | 1,861 | 1.31% | 1.27% | 598 | -1,613 | -6.22% | Q4 2025 | Jan 15, 2026 |
| HM PAYSON & CO | History | Added to | 25,285 | 1,859 | 0.03% | 0.03% | 599 | +220 | 0.88% | Q4 2025 | Feb 12, 2026 |
| EP Wealth Advisors, LLC | History | New | 25,151 | 1,850 | 0.01% | — | 600 | +25,151 | New | Q4 2025 | Feb 18, 2026 |
| SAGE RHINO CAPITAL LLC | History | Added to | 25,042 | 1,842 | 0.35% | 0.34% | 601 | +201 | 0.81% | Q4 2025 | Jan 30, 2026 |
| Sollinda Capital Management LLC | History | Added to | 25,026 | 1,840 | 0.47% | 0.08% | 602 | +21,123 | 541.2% | Q4 2025 | Jan 15, 2026 |
| RS CRUM INC. | History | No change | 25,005 | 1,839 | 0.37% | 0.4% | 603 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 24,920 | 1,833 | 0.14% | 0.12% | 604 | +4,457 | 21.78% | Q4 2025 | Jan 07, 2026 |
| COZAD ASSET MANAGEMENT INC | History | Added to | 24,915 | 1,832 | 0.14% | 0.14% | 605 | +240 | 0.97% | Q4 2025 | Feb 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 24,892 | 1,831 | 0.0% | — | 606 | +24,892 | New | Q4 2025 | Feb 13, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Reduced | 24,657 | 1,813 | 0.22% | 0.23% | 607 | -228 | -0.92% | Q4 2025 | Jan 26, 2026 |
| Smithfield Trust Co | History | Added to | 24,771 | 1,811 | 0.08% | 0.08% | 608 | +15 | 0.06% | Q4 2025 | Feb 09, 2026 |
| SAXON INTERESTS, INC. | History | Reduced | 24,588 | 1,808 | 0.63% | 0.67% | 609 | -158 | -0.64% | Q4 2025 | Feb 13, 2026 |
| MBA Advisors LLC | History | Added to | 24,509 | 1,802 | 0.73% | 0.68% | 610 | +2,162 | 9.67% | Q4 2025 | Jan 21, 2026 |
| Caitlin John, LLC | History | Reduced | 24,375 | 1,793 | 1.17% | 1.6% | 611 | -7,862 | -24.39% | Q4 2025 | Feb 18, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | Added to | 24,276 | 1,785 | 0.11% | 0.1% | 612 | +3,645 | 17.67% | Q4 2025 | Feb 17, 2026 |
| Financial Insights, Inc. | History | Reduced | 24,238 | 1,782 | 0.6% | 0.58% | 613 | -196 | -0.8% | Q4 2025 | Mar 31, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Added to | 24,050 | 1,769 | 0.22% | 0.19% | 614 | +2,973 | 14.11% | Q4 2025 | Jan 07, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 24,035 | 1,768 | 0.12% | 0.14% | 615 | -532 | -2.17% | Q4 2025 | Jan 21, 2026 |
| Bedel Financial Consulting, Inc. | History | Added to | 23,834 | 1,753 | 0.19% | 0.06% | 616 | +17,535 | 278.38% | Q4 2025 | Jan 28, 2026 |
| Visionary Wealth Advisors | History | Added to | 23,739 | 1,746 | 0.08% | 0.08% | 617 | +87 | 0.37% | Q4 2025 | Feb 13, 2026 |
| SEMITAM BONAM LLC | History | Added to | 23,453 | 1,725 | 1.44% | 1.43% | 618 | +1,101 | 4.93% | Q4 2025 | Jan 20, 2026 |
| THORNBURG INVESTMENT MANAGEMENT INC | History | Added to | 23,356 | 1,718 | 0.02% | 0.0% | 619 | +19,605 | 522.66% | Q4 2025 | Feb 13, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 23,341 | 1,717 | 0.19% | 0.19% | 620 | +34 | 0.15% | Q4 2025 | Jan 21, 2026 |
| Frankly Finances, LLC | History | New | 23,294 | 1,713 | 1.49% | — | 621 | +23,294 | New | Q4 2025 | Jan 26, 2026 |
| Archer Investment Corp | History | Reduced | 23,054 | 1,695 | 0.38% | 0.4% | 622 | -1,693 | -6.84% | Q4 2025 | Jan 30, 2026 |
| Ascent Group, LLC | History | Reduced | 23,022 | 1,693 | 0.06% | 0.06% | 623 | -188 | -0.81% | Q4 2025 | Jan 20, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Added to | 22,947 | 1,687 | 0.23% | 0.04% | 624 | +18,857 | 461.05% | Q4 2025 | Feb 17, 2026 |
| TILIA FIDUCIARY PARTNERS, INC. | History | Added to | 22,859 | 1,681 | 0.93% | 0.24% | 625 | +17,029 | 292.09% | Q4 2025 | Jan 12, 2026 |
| WealthCollab, LLC | History | Added to | 22,808 | 1,677 | 0.69% | 0.73% | 626 | +526 | 2.36% | Q4 2025 | Jan 27, 2026 |
| Smith Partners Wealth Management, LLC | History | New | 22,778 | 1,675 | 1.54% | — | 627 | +22,778 | New | Q4 2025 | Feb 13, 2026 |
| Snider Financial Group | History | Reduced | 22,767 | 1,674 | 0.45% | 0.62% | 628 | -9,118 | -28.6% | Q4 2025 | Jan 21, 2026 |
| Relyea Zuckerberg Hanson LLC | History | Added to | 22,656 | 1,666 | 0.17% | 0.16% | 629 | +862 | 3.96% | Q4 2025 | Jan 20, 2026 |
| Phillips Wealth Planners LLC | History | Added to | 21,710 | 1,663 | 1.33% | 1.27% | 630 | +740 | 3.53% | Q4 2025 | Feb 10, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | Reduced | 22,586 | 1,661 | 0.26% | 0.27% | 631 | -599 | -2.58% | Q4 2025 | Jan 14, 2026 |
| Plancorp, LLC | History | Reduced | 22,576 | 1,660 | 0.05% | 0.05% | 632 | -66 | -0.29% | Q4 2025 | Feb 05, 2026 |
| Atlas Brown,Inc. | History | Reduced | 22,513 | 1,656 | 0.49% | 0.48% | 633 | -398 | -1.74% | Q4 2025 | Jan 09, 2026 |
| Sand Hill Global Advisors, LLC | History | No change | 22,506 | 1,655 | 0.06% | 0.06% | 634 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Reduced | 22,101 | 1,625 | 0.18% | 0.19% | 635 | -810 | -3.54% | Q4 2025 | Jan 08, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 22,018 | 1,619 | 0.1% | 0.09% | 636 | +3,143 | 16.65% | Q4 2025 | Feb 03, 2026 |
| Long Island Wealth Management, Inc. | History | Added to | 21,950 | 1,614 | 0.76% | 0.76% | 637 | +4 | 0.02% | Q4 2025 | Jan 21, 2026 |
| Hilltop Holdings Inc. | History | Added to | 21,814 | 1,604 | 0.09% | 0.08% | 638 | +1,099 | 5.31% | Q4 2025 | Feb 17, 2026 |
| FIRST INTERSTATE BANK | History | Added to | 21,612 | 1,589 | 0.09% | 0.08% | 639 | +100 | 0.46% | Q4 2025 | Jan 29, 2026 |
| Savvy Advisors, Inc. | History | Added to | 21,556 | 1,585 | 0.05% | 0.06% | 641 | +3,907 | 22.14% | Q4 2025 | Jan 20, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | Added to | 21,555 | 1,585 | 0.39% | 0.39% | 640 | +138 | 0.64% | Q4 2025 | Jan 23, 2026 |
| UMB Bank, n.a. | History | Added to | 21,500 | 1,581 | 0.02% | 0.02% | 642 | +5,874 | 37.59% | Q4 2025 | Feb 13, 2026 |
| Gradient Capital Advisors, LLC | History | Reduced | 21,422 | 1,575 | 0.41% | 0.43% | 644 | -963 | -4.3% | Q4 2025 | Feb 06, 2026 |
| White Lighthouse Investment Management Inc. | History | Reduced | 21,422 | 1,575 | 0.22% | 0.23% | 643 | -50 | -0.23% | Q4 2025 | Feb 09, 2026 |
| HILL ISLAND FINANCIAL LLC | History | No change | 21,394 | 1,573 | 0.38% | 0.38% | 645 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 21,367 | 1,572 | 0.05% | 0.05% | 646 | +53 | 0.25% | Q4 2025 | Feb 12, 2026 |
| Shepherd Financial Partners LLC | History | No change | 21,309 | 1,567 | 0.15% | 0.14% | 647 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 21,272 | 1,564 | 0.0% | 0.0% | 648 | -325,488 | -93.87% | Q4 2025 | Feb 17, 2026 |
| Florida Trust Wealth Management Co | History | Added to | 21,238 | 1,562 | 0.04% | 0.02% | 650 | +13,218 | 164.81% | Q4 2025 | Jan 20, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 21,236 | 1,562 | 0.1% | 0.1% | 649 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Avestar Capital, LLC | History | No change | 21,211 | 1,560 | 0.1% | 0.1% | 651 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Asempa Wealth Advisors | History | New | 21,166 | 1,556 | 1.34% | — | 652 | +21,166 | New | Q4 2025 | Jan 08, 2026 |
| Fermata Advisors, LLC | History | Added to | 21,134 | 1,554 | 0.37% | 0.31% | 653 | +3,727 | 21.41% | Q4 2025 | Jan 08, 2026 |
| REGIONS FINANCIAL CORP | History | New | 20,967 | 1,542 | 0.01% | — | 654 | +20,967 | New | Q4 2025 | Jan 27, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 37,527 | 1,535 | 0.04% | 0.07% | 655 | -11,103 | -22.83% | Q4 2025 | Feb 11, 2026 |
| Connecticut Wealth Management, LLC | History | Reduced | 20,830 | 1,532 | 0.07% | 0.07% | 656 | -1,190 | -5.4% | Q4 2025 | Feb 12, 2026 |
| Greenhouse Wealth Management, LLC | History | Added to | 20,797 | 1,529 | 0.9% | 0.88% | 657 | +165 | 0.8% | Q4 2025 | Jan 21, 2026 |
| GLOBALT Investments LLC / GA | History | No change | 20,610 | 1,516 | 0.06% | 0.05% | 658 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Briggs Wealth Management, Inc | History | New | 20,465 | 1,505 | 1.62% | — | 659 | +20,465 | New | Q4 2025 | Feb 19, 2026 |
| Anchor Investment Management, LLC | History | Reduced | 20,419 | 1,501 | 0.12% | 0.13% | 660 | -824 | -3.88% | Q4 2025 | Feb 26, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | Added to | 20,334 | 1,495 | 0.16% | 0.12% | 661 | +4,572 | 29.01% | Q4 2025 | Jan 29, 2026 |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | History | Reduced | 20,254 | 1,489 | 0.11% | 0.1% | 663 | -1,152 | -5.38% | Q4 2025 | Jan 23, 2026 |
| SUSQUEHANNA ADVISORS GROUP, INC. | History | No change | 20,250 | 1,489 | 0.02% | 0.02% | 662 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| WFA of San Diego, LLC | History | Added to | 20,191 | 1,485 | 1.09% | 0.98% | 664 | +109 | 0.54% | Q4 2025 | Feb 17, 2026 |
| APPLETON PARTNERS INC/MA | History | Reduced | 20,053 | 1,475 | 0.1% | 0.1% | 665 | -287 | -1.41% | Q4 2025 | Jan 09, 2026 |
| Texas Bank & Trust Co | History | No change | 20,058 | 1,475 | 0.54% | 0.54% | 666 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Curbstone Financial Management Corp | History | Added to | 20,028 | 1,473 | 0.28% | 0.27% | 668 | +250 | 1.26% | Q4 2025 | Jan 23, 2026 |
| Stockman Wealth Management, Inc. | History | Added to | 20,029 | 1,473 | 0.17% | 0.18% | 667 | +5 | 0.02% | Q4 2025 | Jan 29, 2026 |
| RBF Capital, LLC | History | No change | 20,000 | 1,471 | 0.07% | 0.06% | 669 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| IFC & Insurance Marketing, Inc. | History | New | 19,956 | 1,468 | 1.46% | — | 670 | +19,956 | New | Q4 2025 | Feb 12, 2026 |
| Global Retirement Partners, LLC | History | Added to | 19,883 | 1,462 | 0.03% | 0.03% | 671 | +3,425 | 20.81% | Q4 2025 | Feb 06, 2026 |
| Orcam Financial Group | History | Added to | 19,816 | 1,457 | 1.09% | 1.13% | 672 | +185 | 0.94% | Q4 2025 | Feb 06, 2026 |
| MIDLAND WEALTH ADVISORS, LLC | History | Reduced | 19,804 | 1,456 | 0.08% | 0.08% | 673 | -1,598 | -7.47% | Q4 2025 | Jan 26, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 19,782 | 1,455 | 0.04% | 0.04% | 674 | +535 | 2.78% | Q4 2025 | Feb 02, 2026 |
| Aries Wealth Management | History | No change | 19,609 | 1,442 | 0.32% | 0.33% | 675 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| LYELL WEALTH MANAGEMENT, LP | History | No change | 19,570 | 1,439 | 0.1% | 0.1% | 676 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Novak & Powell Financial Services, Inc. | History | Added to | 19,560 | 1,438 | 0.75% | 0.57% | 677 | +4,256 | 27.81% | Q4 2025 | Feb 10, 2026 |
| City State Bank | History | Added to | 19,542 | 1,437 | 0.39% | 0.39% | 678 | +691 | 3.67% | Q4 2025 | Jan 28, 2026 |
| WealthShield Partners, LLC | History | Added to | 19,322 | 1,421 | 0.16% | 0.16% | 679 | +64 | 0.33% | Q4 2025 | Feb 03, 2026 |
| Keystone Financial Group | History | Reduced | 19,306 | 1,420 | 0.11% | 0.11% | 680 | -26 | -0.13% | Q4 2025 | Feb 06, 2026 |
| 1492 Capital Management LLC | History | No change | 19,212 | 1,413 | 0.54% | 0.55% | 681 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Sargent Investment Group, LLC | History | New | 19,013 | 1,398 | 0.18% | — | 683 | +19,013 | New | Q4 2025 | Feb 13, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 18,046 | 1,398 | 0.03% | 0.03% | 682 | +48 | 0.27% | Q4 2025 | Jan 28, 2026 |
| WealthBridge Investment Counsel Inc. | History | Added to | 18,840 | 1,386 | 0.42% | 0.38% | 684 | +1,513 | 8.73% | Q4 2025 | Jan 22, 2026 |
| Kovack Advisors, Inc. | History | Added to | 18,815 | 1,384 | 0.06% | 0.07% | 685 | +9,113 | 93.93% | Q4 2025 | Feb 17, 2026 |
| SkyOak Wealth, LLC | History | Added to | 18,823 | 1,384 | 0.25% | 0.25% | 686 | +116 | 0.62% | Q4 2025 | Feb 05, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 18,718 | 1,376 | 0.05% | 0.05% | 687 | -264 | -1.39% | Q4 2025 | Jan 13, 2026 |
| Harpswell Capital Advisors, LLC | History | Added to | 18,654 | 1,372 | 1.09% | 1.06% | 688 | +3,050 | 19.55% | Q4 2025 | Feb 11, 2026 |
| Motley Fool Wealth Management, LLC | History | New | 18,620 | 1,369 | 0.11% | — | 689 | +18,620 | New | Q4 2025 | Feb 11, 2026 |
| FOSTER DYKEMA CABOT & PARTNERS, LLC | History | Reduced | 18,599 | 1,368 | 0.08% | 0.09% | 690 | -91 | -0.49% | Q4 2025 | Feb 12, 2026 |
| MontVue Capital Management, Inc. | History | No change | 18,554 | 1,364 | 0.91% | 0.89% | 691 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Americana Partners, LLC | History | Reduced | 18,459 | 1,357 | 0.04% | 0.05% | 692 | -4,306 | -18.92% | Q4 2025 | Feb 06, 2026 |
| NOVEM GROUP | History | Added to | 18,147 | 1,334 | 0.15% | 0.15% | 693 | +11 | 0.06% | Q4 2025 | Jan 27, 2026 |
| Pioneer Wealth Management Group | History | Reduced | 18,085 | 1,330 | 0.4% | 0.56% | 694 | -6,062 | -25.1% | Q4 2025 | Jan 12, 2026 |
| Glen Eagle Advisors, LLC | History | Added to | 18,081 | 1,330 | 0.18% | 0.17% | 695 | +606 | 3.47% | Q4 2025 | Feb 13, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 18,053 | 1,327 | 0.15% | 0.16% | 696 | +994 | 5.83% | Q4 2025 | Feb 11, 2026 |
| Pallas Capital Advisors LLC | History | Added to | 17,923 | 1,318 | 0.04% | 0.01% | 697 | +12,328 | 220.34% | Q4 2025 | Jan 14, 2026 |
| MERITAGE PORTFOLIO MANAGEMENT | History | Added to | 17,783 | 1,308 | 0.09% | 0.08% | 698 | +391 | 2.25% | Q4 2025 | Jan 27, 2026 |
| NORRIS PERNE & FRENCH LLP/MI | History | No change | 17,621 | 1,296 | 0.09% | 0.09% | 699 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| SHAKER INVESTMENTS LLC/OH | History | New | 17,384 | 1,278 | 0.53% | — | 700 | +17,384 | New | Q4 2025 | Jan 30, 2026 |
| Index Fund Advisors, Inc. | History | Added to | 17,380 | 1,278 | 0.06% | 0.06% | 701 | +293 | 1.71% | Q4 2025 | Jan 29, 2026 |
| Argent Trust Co | History | Added to | 17,278 | 1,270 | 0.04% | 0.03% | 702 | +4,490 | 35.11% | Q4 2025 | Feb 10, 2026 |
| DT Investment Partners, LLC | History | Reduced | 16,928 | 1,245 | 0.1% | 0.24% | 704 | -22,339 | -56.89% | Q4 2025 | Feb 10, 2026 |
| Capstone Wealth Management, Inc. | History | New | 16,713 | 1,245 | 1.09% | — | 705 | +16,713 | New | Q4 2025 | Feb 20, 2026 |
| PARTHENON LLC | History | Reduced | 16,928 | 1,245 | 0.13% | 0.14% | 703 | -400 | -2.31% | Q4 2025 | Jan 23, 2026 |
| Venture Visionary Partners LLC | History | Added to | 16,913 | 1,244 | 0.04% | 0.04% | 706 | +50 | 0.3% | Q4 2025 | Feb 13, 2026 |
| Johnson Financial Group, Inc. | History | Reduced | 16,900 | 1,243 | 0.05% | 0.05% | 707 | -520 | -2.99% | Q4 2025 | Feb 12, 2026 |
| New Perspectives, Inc | History | No change | 16,740 | 1,231 | 0.43% | 0.53% | 708 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| ProVise Management Group, LLC | History | Added to | 16,734 | 1,230 | 0.09% | 0.08% | 709 | +603 | 3.74% | Q4 2025 | Jan 29, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | Added to | 16,650 | 1,224 | 0.21% | 0.17% | 710 | +2,720 | 19.53% | Q4 2025 | Jan 27, 2026 |
| BWM Planning, LLC | History | Added to | 16,632 | 1,223 | 0.33% | 0.34% | 711 | +832 | 5.27% | Q4 2025 | Jan 14, 2026 |
| Greenwich Wealth Management LLC | History | Reduced | 16,600 | 1,221 | 0.05% | 0.06% | 712 | -369 | -2.17% | Q4 2025 | Feb 10, 2026 |
| MBL Wealth, LLC | History | New | 16,596 | 1,220 | 0.1% | — | 713 | +16,596 | New | Q4 2025 | Jan 21, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 16,569 | 1,218 | 0.07% | 0.06% | 714 | +2,398 | 16.92% | Q4 2025 | Jan 14, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Added to | 16,466 | 1,211 | 0.02% | 0.02% | 715 | +31 | 0.19% | Q4 2025 | Feb 05, 2026 |
| Englebert Financial Advisers, LLC | History | New | 16,290 | 1,198 | 1.37% | — | 716 | +16,290 | New | Q4 2025 | Feb 04, 2026 |
| Destiny Wealth Partners, LLC | History | No change | 15,299 | 1,189 | 0.14% | 0.13% | 717 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Reduced | 16,084 | 1,183 | 0.02% | 0.03% | 718 | -285 | -1.74% | Q4 2025 | Feb 18, 2026 |
| Red Tortoise LLC | History | Added to | 16,088 | 1,183 | 0.5% | 0.49% | 719 | +271 | 1.71% | Q4 2025 | Jan 22, 2026 |
| Ellenbecker Investment Group | History | Reduced | 16,033 | 1,179 | 0.16% | 0.17% | 720 | -206 | -1.27% | Q4 2025 | Jan 30, 2026 |
| Discipline Wealth Solutions, LLC | History | Added to | 16,000 | 1,176 | 0.22% | 0.11% | 721 | +10,174 | 174.63% | Q4 2025 | Jan 26, 2026 |
| UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC | History | No change | 14,858 | 1,176 | 0.85% | 0.8% | 722 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| New Covenant Trust Company, N.A. | History | No change | 15,751 | 1,176 | 1.06% | 1.05% | 723 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Reduced | 15,876 | 1,167 | 0.05% | 0.07% | 725 | -2,831 | -15.13% | Q4 2025 | Jan 12, 2026 |
| Garde Capital, Inc. | History | Added to | 15,865 | 1,167 | 0.07% | 0.05% | 724 | +72 | 0.46% | Q4 2025 | Feb 10, 2026 |
| Brewster Financial Planning LLC | History | Added to | 15,854 | 1,166 | 0.72% | 0.7% | 726 | +229 | 1.47% | Q4 2025 | Jan 14, 2026 |
| Andrews Advisory Associates, LLC | History | New | 15,801 | 1,162 | 0.62% | — | 727 | +15,801 | New | Q4 2025 | Feb 18, 2026 |
| Syverson Strege & Co | History | No change | 15,718 | 1,156 | 0.27% | 0.27% | 728 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Allegheny Financial Group | History | Added to | 15,700 | 1,154 | 0.17% | 0.2% | 729 | +320 | 2.08% | Q4 2025 | Feb 02, 2026 |
| BOSTON RESEARCH & MANAGEMENT INC | History | Reduced | 15,681 | 1,153 | 0.27% | 0.27% | 730 | -1,300 | -7.66% | Q4 2025 | Feb 11, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | No change | 15,617 | 1,148 | 0.1% | 0.11% | 731 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| VICUS CAPITAL | History | No change | 15,593 | 1,147 | 0.09% | 0.08% | 732 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Financial Alternatives, Inc | History | Reduced | 15,579 | 1,145 | 0.67% | 0.71% | 733 | -789 | -4.82% | Q4 2025 | Feb 04, 2026 |
| PETREDIS INVESTMENT ADVISORS LLC | History | No change | 15,400 | 1,132 | 0.09% | 0.09% | 734 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 15,368 | 1,130 | 0.01% | 0.0% | 735 | +15,319 | 31263.27% | Q4 2025 | Jan 14, 2026 |
| Ocean Park Asset Management, LLC | History | New | 15,338 | 1,128 | 0.05% | — | 736 | +15,338 | New | Q4 2025 | Jan 15, 2026 |
| Arax Advisory Partners | History | New | 15,309 | 1,126 | 0.03% | — | 737 | +15,309 | New | Q4 2025 | Feb 13, 2026 |
| R. W. Roge & Company, Inc. | History | Added to | 15,241 | 1,121 | 0.55% | 0.24% | 738 | +8,721 | 133.76% | Q4 2025 | Jan 23, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | History | No change | 15,220 | 1,119 | 0.17% | 0.2% | 739 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Oak Wealth Advisors LLC | History | No change | 15,203 | 1,118 | 0.64% | 0.63% | 740 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Slow Capital, Inc. | History | Reduced | 15,191 | 1,117 | 0.13% | 0.13% | 741 | -380 | -2.44% | Q4 2025 | Jan 26, 2026 |
| Wescott Financial Advisory Group, LLC | History | Reduced | 15,179 | 1,116 | 0.1% | 0.11% | 742 | -2,650 | -14.86% | Q4 2025 | Feb 12, 2026 |
| Root Financial Partners, LLC | History | Reduced | 15,148 | 1,114 | 0.06% | 0.07% | 743 | -1,213 | -7.41% | Q4 2025 | Feb 10, 2026 |
| KEB ASSET MANAGEMENT, LLC | History | New | 15,124 | 1,112 | 0.23% | — | 746 | +15,124 | New | Q4 2025 | Jan 09, 2026 |
| GOULD ASSET MANAGEMENT LLC /CA/ | History | Reduced | 15,120 | 1,112 | 0.2% | 0.24% | 744 | -2,965 | -16.39% | Q4 2025 | Feb 17, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Reduced | 15,122 | 1,112 | 0.12% | 0.12% | 745 | -50 | -0.33% | Q4 2025 | Jan 20, 2026 |
| ArborFi Advisors, LLC | History | Reduced | 15,081 | 1,109 | 0.9% | 0.89% | 748 | -318 | -2.07% | Q4 2025 | Jan 29, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 15,088 | 1,109 | 0.02% | 0.02% | 747 | -87 | -0.57% | Q4 2025 | Feb 06, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 15,068 | 1,108 | 0.04% | 0.03% | 749 | +628 | 4.35% | Q4 2025 | Jan 09, 2026 |
| SIGNATUREFD, LLC | History | Added to | 14,982 | 1,102 | 0.02% | 0.02% | 750 | +613 | 4.27% | Q4 2025 | Jan 20, 2026 |
| Life Planning Partners, Inc | History | Reduced | 14,974 | 1,101 | 0.84% | 0.79% | 751 | -274 | -1.8% | Q4 2025 | Jan 16, 2026 |
| Trevian Wealth Management LLC | History | Reduced | 14,913 | 1,097 | 0.52% | 0.57% | 752 | -36 | -0.24% | Q4 2025 | Feb 05, 2026 |
| Excelsior Advisor Network LLC | History | New | 14,909 | 1,096 | 0.53% | — | 753 | +14,909 | New | Q4 2025 | Feb 13, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 14,854 | 1,092 | 0.02% | 0.02% | 754 | +3,044 | 25.77% | Q4 2025 | Jan 16, 2026 |
| Bill Few Associates, Inc. | History | Added to | 14,850 | 1,092 | 0.27% | 0.24% | 755 | +1,898 | 14.65% | Q4 2025 | Jan 12, 2026 |
| Smith & Howard Wealth Management, LLC | History | Reduced | 14,810 | 1,089 | 0.24% | 0.25% | 756 | -625 | -4.05% | Q4 2025 | Feb 03, 2026 |
| Farmers & Merchants Trust Co of Long Beach | History | No change | 14,714 | 1,082 | 0.25% | 0.22% | 757 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Procyon Advisors, LLC | History | Reduced | 14,698 | 1,081 | 0.05% | 0.06% | 758 | -79 | -0.53% | Q4 2025 | Jan 07, 2026 |
| HUB Investment Partners, LLC | History | Added to | 14,603 | 1,074 | 0.03% | 0.03% | 759 | +675 | 4.85% | Q4 2025 | Feb 17, 2026 |
| WASHINGTON CAPITAL MANAGEMENT, INC | History | Reduced | 14,570 | 1,071 | 0.87% | 1.0% | 760 | -5,000 | -25.55% | Q4 2025 | Jan 29, 2026 |
| CAUSEWAY CAPITAL MANAGEMENT LLC | History | Added to | 14,484 | 1,065 | 0.01% | 0.01% | 761 | +4,824 | 49.94% | Q4 2025 | Feb 13, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 14,445 | 1,062 | 0.02% | 0.02% | 762 | +120 | 0.84% | Q4 2025 | Feb 04, 2026 |
| OneAscent Financial Services LLC | History | New | 14,301 | 1,051 | 0.1% | — | 763 | +14,301 | New | Q4 2025 | Feb 11, 2026 |
| Davis Capital Management | History | Added to | 14,247 | 1,048 | 0.72% | 0.7% | 764 | +164 | 1.16% | Q4 2025 | Jan 28, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 14,255 | 1,048 | 0.11% | 0.12% | 765 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| DUTCH ASSET Corp | History | New | 14,210 | 1,045 | 0.8% | — | 766 | +14,210 | New | Q4 2025 | Mar 11, 2026 |
| Wealth Architects, LLC | History | Reduced | 14,186 | 1,043 | 0.09% | 0.1% | 767 | -117 | -0.82% | Q4 2025 | Feb 17, 2026 |
| One Degree Advisors Inc | History | Reduced | 14,160 | 1,041 | 0.29% | 0.33% | 768 | -742 | -4.98% | Q4 2025 | Feb 06, 2026 |
| CHOREO, LLC | History | Added to | 14,068 | 1,039 | 0.01% | 0.01% | 769 | +30 | 0.21% | Q4 2025 | Jan 23, 2026 |
| Asset Dedication, LLC | History | Reduced | 14,108 | 1,037 | 0.07% | 0.09% | 770 | -3,749 | -20.99% | Q4 2025 | Jan 26, 2026 |
| RIK SAYLOR FINANCIAL, INC. | History | Reduced | 14,056 | 1,033 | 0.76% | 0.76% | 771 | -429 | -2.96% | Q4 2025 | Feb 12, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | Reduced | 13,955 | 1,026 | 0.06% | 0.06% | 772 | -65 | -0.46% | Q4 2025 | Feb 13, 2026 |
| Waterloo Capital, L.P. | History | Added to | 13,945 | 1,025 | 0.07% | 0.04% | 773 | +6,127 | 78.37% | Q4 2025 | Feb 10, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Added to | 13,885 | 1,021 | 0.0% | 0.0% | 774 | +103 | 0.75% | Q4 2025 | Feb 17, 2026 |
| Chemistry Wealth Management LLC | History | No change | 13,848 | 1,018 | 0.19% | 0.19% | 775 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| Manske Wealth Management | History | No change | 13,849 | 1,018 | 0.3% | 0.3% | 776 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Coppell Advisory Solutions LLC | History | Added to | 13,619 | 1,006 | 0.1% | 0.09% | 777 | +1,033 | 8.21% | Q4 2025 | Feb 17, 2026 |
| Noble Family Wealth, LLC | History | Added to | 13,475 | 991 | 0.21% | 0.21% | 778 | +148 | 1.11% | Q4 2025 | Jan 07, 2026 |
| Skyline Advisors, Inc. | History | Added to | 13,412 | 986 | 0.33% | 0.33% | 779 | +4 | 0.03% | Q4 2025 | Jan 12, 2026 |
| Quadrature Capital Ltd | History | New | 13,381 | 984 | 0.01% | — | 780 | +13,381 | New | Q4 2025 | Feb 17, 2026 |
| Quadrant Private Wealth Management, LLC | History | Added to | 13,386 | 984 | 0.16% | 0.12% | 781 | +4,048 | 43.35% | Q4 2025 | Jan 26, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 13,329 | 980 | 0.01% | 0.01% | 783 | +7,794 | 140.81% | Q4 2025 | Feb 06, 2026 |
| Summit Financial Strategies, Inc. | History | No change | 13,334 | 980 | 0.08% | 0.08% | 782 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Insight Advisors, LLC/ PA | History | Added to | 13,255 | 975 | 0.15% | 0.14% | 784 | +145 | 1.11% | Q4 2025 | Feb 11, 2026 |
| McClarren Financial Advisors, Inc. | History | Reduced | 1,667 | 954 | 0.57% | 0.53% | 785 | -10,177 | -85.93% | Q4 2025 | Jan 13, 2026 |
| BCR Wealth Strategies, LLC | History | New | 12,924 | 950 | 0.32% | — | 786 | +12,924 | New | Q4 2025 | Jan 23, 2026 |
| IFG Advisory, LLC | History | Added to | 12,879 | 947 | 0.04% | 0.04% | 787 | +1,038 | 8.77% | Q4 2025 | Feb 10, 2026 |
| HARRELL INVESTMENT PARTNERS, LLC | History | Added to | 12,740 | 937 | 0.22% | 0.21% | 788 | +198 | 1.58% | Q4 2025 | Jan 15, 2026 |
| Richard C. Young & CO., LTD. | History | Added to | 12,730 | 936 | 0.08% | 0.08% | 789 | +196 | 1.56% | Q4 2025 | Jan 29, 2026 |
| Zhang Financial LLC | History | Added to | 12,701 | 934 | 0.03% | 0.04% | 790 | +13 | 0.1% | Q4 2025 | Feb 10, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 12,586 | 925 | 0.0% | 0.0% | 791 | -70,231 | -84.8% | Q4 2025 | Feb 13, 2026 |
| WCG Wealth Advisors LLC | History | New | 12,552 | 923 | 0.03% | — | 792 | +12,552 | New | Q4 2025 | Feb 10, 2026 |
| Proficio Capital Partners LLC | History | Added to | 12,521 | 921 | 0.06% | 0.03% | 793 | +6,121 | 95.64% | Q4 2025 | Feb 12, 2026 |
| QUATTRO FINANCIAL ADVISORS LLC | History | New | 12,500 | 919 | 0.27% | — | 794 | +12,500 | New | Q4 2025 | Jan 26, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 12,494 | 919 | 0.03% | 0.03% | 795 | +6,129 | 96.29% | Q4 2025 | Feb 04, 2026 |
| Glaxis Capital Management, LLC | History | Added to | 6,380 | 914 | 1.56% | 1.48% | 796 | +141 | 2.26% | Q4 2025 | Feb 12, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Reduced | 12,361 | 909 | 0.06% | 0.07% | 798 | -1,691 | -12.03% | Q4 2025 | Jan 08, 2026 |
| Probity Advisors, Inc. | History | Reduced | 12,362 | 909 | 0.15% | 0.15% | 797 | -349 | -2.75% | Q4 2025 | Jan 27, 2026 |
| SHP Wealth Management | History | New | 12,301 | 905 | 0.07% | — | 799 | +12,301 | New | Q4 2025 | Mar 04, 2026 |
| Farrell Financial LLC | History | Added to | 12,229 | 899 | 0.53% | 0.53% | 800 | +290 | 2.43% | Q4 2025 | Jan 12, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Added to | 12,051 | 886 | 0.01% | 0.01% | 801 | +4,574 | 61.17% | Q4 2025 | Jan 28, 2026 |
| Summit Wealth Partners, LLC | History | Added to | 12,043 | 885 | 0.16% | 0.15% | 802 | +12 | 0.1% | Q4 2025 | Jan 27, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | New | 11,993 | 882 | 0.01% | — | 804 | +11,993 | New | Q4 2025 | Feb 17, 2026 |
| FACTORY MUTUAL INSURANCE CO | History | No change | 12,000 | 882 | 0.01% | 0.01% | 803 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Phraction Management LLC | History | Reduced | 11,965 | 880 | 0.23% | 0.35% | 805 | -4,840 | -28.8% | Q4 2025 | Jan 26, 2026 |
| Rathbones Group PLC | History | Reduced | 11,963 | 879 | 0.0% | 0.0% | 806 | -2,228 | -15.7% | Q4 2025 | Feb 06, 2026 |
| REBALANCE, LLC | History | No change | 11,954 | 879 | 0.05% | 0.05% | 807 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Westfuller Advisors, LLC | History | Added to | 11,827 | 870 | 0.35% | 0.38% | 808 | +200 | 1.72% | Q4 2025 | Jan 21, 2026 |
| Forza Wealth Management, LLC | History | No change | 11,820 | 869 | 0.31% | 0.32% | 809 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 11,610 | 866 | 0.0% | — | 810 | +11,610 | New | Q4 2025 | Feb 13, 2026 |
| Bay Capital Advisors, LLC | History | Added to | 11,783 | 866 | 0.53% | 0.55% | 811 | +47 | 0.4% | Q4 2025 | Jan 16, 2026 |
| Fifth Third Wealth Advisors LLC | History | Added to | 11,763 | 865 | 0.03% | 0.03% | 812 | +1,006 | 9.35% | Q4 2025 | Jan 15, 2026 |
| Edge Financial Advisors LLC | History | Reduced | 11,719 | 862 | 0.36% | 0.38% | 813 | -102 | -0.86% | Q4 2025 | Jan 28, 2026 |
| KDT Advisors, LLC | History | Added to | 11,705 | 861 | 1.21% | 0.83% | 814 | +3,705 | 46.31% | Q4 2025 | Feb 06, 2026 |
| One Day In July LLC | History | New | 11,613 | 854 | 0.07% | — | 815 | +11,613 | New | Q4 2025 | Feb 04, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 11,595 | 852 | 0.09% | 0.09% | 816 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Marble Wealth, LLC | History | New | 11,557 | 850 | 0.12% | — | 819 | +11,557 | New | Q4 2025 | Feb 10, 2026 |
| Dentgroup LLC | History | Reduced | 11,556 | 850 | 0.58% | 0.7% | 818 | -3,688 | -24.19% | Q4 2025 | Jan 28, 2026 |
| Cannell & Spears LLC | History | Added to | 11,558 | 850 | 0.02% | 0.02% | 817 | +161 | 1.41% | Q4 2025 | Feb 17, 2026 |
| Busey Bank | History | Reduced | 11,554 | 849 | 0.02% | 0.02% | 820 | -343 | -2.88% | Q4 2025 | Jan 27, 2026 |
| AIMZ Investment Advisors, LLC | History | Added to | 11,533 | 848 | 0.24% | 0.17% | 822 | +3,730 | 47.8% | Q4 2025 | Feb 17, 2026 |
| NICOLET BANKSHARES INC | History | Added to | 11,533 | 848 | 0.14% | 0.13% | 821 | +632 | 5.8% | Q4 2025 | Feb 09, 2026 |
| IHT Wealth Management, LLC | History | Added to | 11,512 | 846 | 0.02% | 0.02% | 823 | +857 | 8.04% | Q4 2025 | Feb 17, 2026 |
| VestGen Investment Management | History | New | 11,496 | 845 | 0.47% | — | 824 | +11,496 | New | Q4 2025 | Feb 18, 2026 |
| Beaumont Financial Advisors, LLC | History | Reduced | 11,398 | 838 | 0.06% | 0.06% | 825 | -2,201 | -16.19% | Q4 2025 | Jan 16, 2026 |
| Callan Family Office, LLC | History | New | 11,310 | 831 | 0.02% | — | 826 | +11,310 | New | Q4 2025 | Feb 12, 2026 |
| Annex Advisory Services, LLC | History | Reduced | 11,288 | 830 | 0.02% | 0.02% | 827 | -89 | -0.78% | Q4 2025 | Jan 26, 2026 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | History | Added to | 11,272 | 829 | 0.41% | 0.43% | 828 | +306 | 2.79% | Q4 2025 | Jan 30, 2026 |
| Occidental Asset Management, LLC | History | Added to | 11,259 | 828 | 0.1% | 0.08% | 830 | +2,800 | 33.1% | Q4 2025 | Jan 08, 2026 |
| ROBERTS GLORE & CO INC /IL/ | History | Added to | 11,267 | 828 | 0.22% | 0.18% | 829 | +1,935 | 20.74% | Q4 2025 | Feb 05, 2026 |
| Traveka Wealth, LLC | History | Reduced | 11,232 | 826 | 0.34% | 0.4% | 831 | -1,233 | -9.89% | Q4 2025 | Jan 08, 2026 |
| Bridgewater Advisors Inc. | History | Added to | 10,771 | 825 | 0.05% | 0.05% | 832 | +548 | 5.36% | Q4 2025 | Jan 23, 2026 |
| EASTERN BANK | History | Reduced | 11,200 | 823 | 0.01% | 0.02% | 833 | -4,716 | -29.63% | Q4 2025 | Jan 14, 2026 |
| Trace Wealth Advisors, LLC | History | No change | 11,114 | 817 | 0.59% | 0.59% | 834 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Galvin, Gaustad & Stein, LLC | History | No change | 11,098 | 816 | 0.06% | 0.06% | 835 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Reduced | 14,522 | 815 | 0.0% | 0.0% | 836 | -1,268 | -8.03% | Q4 2025 | Feb 17, 2026 |
| OMNI 360 Wealth, Inc. | History | Added to | 10,648 | 815 | 0.42% | 0.42% | 837 | +26 | 0.24% | Q4 2025 | Jan 29, 2026 |
| Golden State Equity Partners | History | New | 11,069 | 814 | 0.13% | — | 838 | +11,069 | New | Q4 2025 | Jan 29, 2026 |
| Stonebridge Financial Group, LLC | History | Added to | 11,047 | 812 | 0.07% | 0.07% | 839 | +150 | 1.38% | Q4 2025 | Jan 21, 2026 |
| CAPITAL CITY TRUST CO/FL | History | Reduced | 10,968 | 806 | 0.18% | 0.19% | 840 | -45 | -0.41% | Q4 2025 | Feb 03, 2026 |
| Clarendon Private LLC | History | Added to | 10,913 | 802 | 0.68% | 0.61% | 841 | +1,533 | 16.34% | Q4 2025 | Feb 05, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 10,891 | 801 | 0.01% | 0.01% | 842 | +780 | 7.71% | Q4 2025 | Feb 12, 2026 |
| TCI Wealth Advisors, Inc. | History | Added to | 10,877 | 800 | 0.04% | 0.04% | 843 | +740 | 7.3% | Q4 2025 | Feb 02, 2026 |
| Sentry LLC | History | No change | 10,870 | 799 | 0.22% | 0.19% | 844 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Prosperity Consulting Group, LLC | History | Reduced | 10,838 | 797 | 0.04% | 0.04% | 845 | -57 | -0.52% | Q4 2025 | Feb 17, 2026 |
| Brookstone Capital Management | History | Reduced | 10,833 | 796 | 0.01% | 0.01% | 846 | -3,428 | -24.04% | Q4 2025 | Jan 15, 2026 |
| BOKF, NA | History | Added to | 10,721 | 788 | 0.01% | 0.01% | 847 | +641 | 6.36% | Q4 2025 | Feb 03, 2026 |
| New Millennium Group LLC | History | New | 10,633 | 782 | 0.34% | — | 848 | +10,633 | New | Q4 2025 | Feb 06, 2026 |
| Colter Lewis Investment Partners LLC | History | New | 10,532 | 774 | 0.9% | — | 850 | +10,532 | New | Q4 2025 | Feb 17, 2026 |
| UNIVEST FINANCIAL Corp | History | No change | 10,523 | 774 | 0.04% | 0.04% | 849 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| World Investment Advisors | History | Added to | 10,469 | 770 | 0.01% | 0.01% | 851 | +3,591 | 52.21% | Q4 2025 | Mar 12, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | Reduced | 10,479 | 770 | 0.12% | 0.13% | 852 | -16 | -0.15% | Q4 2025 | Jan 22, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 10,462 | 769 | 0.0% | 0.0% | 853 | +865 | 9.01% | Q4 2025 | Feb 12, 2026 |
| Jefferies Financial Group Inc. | History | Added to | 10,407 | 765 | 0.0% | 0.0% | 854 | +173 | 1.69% | Q4 2025 | Feb 09, 2026 |
| GSG Advisors LLC | History | Added to | 10,397 | 764 | 0.2% | 0.19% | 855 | +168 | 1.64% | Q4 2025 | Jan 08, 2026 |
| N.E.W. Advisory Services LLC | History | Reduced | 10,342 | 760 | 0.06% | 0.07% | 856 | -881 | -7.85% | Q4 2025 | Jan 28, 2026 |
| Carr Financial Group Corp | History | New | 10,318 | 758 | 0.2% | — | 858 | +10,318 | New | Q4 2025 | Jan 09, 2026 |
| Bull Street Advisors, LLC | History | Added to | 10,306 | 758 | 0.35% | 0.34% | 857 | +47 | 0.46% | Q4 2025 | Jan 28, 2026 |
| Murphy Pohlad Asset Management LLC | History | Added to | 10,303 | 757 | 0.29% | 0.23% | 859 | +2,187 | 26.95% | Q4 2025 | Feb 09, 2026 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | History | No change | 9,570 | 756 | 0.01% | 0.01% | 860 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Private Capital Management, LLC | History | Added to | 10,251 | 754 | 0.07% | 0.07% | 861 | +4 | 0.04% | Q4 2025 | Feb 17, 2026 |
| Sierra Capital LLC | History | Added to | 10,183 | 749 | 0.08% | 0.08% | 863 | +159 | 1.59% | Q4 2025 | Feb 18, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | Added to | 10,189 | 749 | 0.06% | 0.06% | 862 | +34 | 0.33% | Q4 2025 | Feb 03, 2026 |
| Pitcairn Wealth Advisors LLC | History | New | 10,162 | 747 | 0.07% | — | 866 | +10,162 | New | Q4 2025 | Feb 13, 2026 |
| PCG ASSET MANAGEMENT, LLC | History | Reduced | 10,031 | 747 | 0.6% | 0.62% | 865 | -705 | -6.57% | Q4 2025 | Feb 12, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 10,162 | 747 | 0.01% | 0.01% | 864 | -199 | -1.92% | Q4 2025 | Jan 13, 2026 |
| Investment Research & Advisory Group, Inc. | History | Added to | 9,490 | 743 | 0.25% | 0.23% | 867 | +160 | 1.71% | Q4 2025 | Jan 20, 2026 |
| Grey Fox Wealth Advisors, LLC | History | Reduced | 10,087 | 742 | 0.15% | 0.15% | 868 | -90 | -0.88% | Q4 2025 | Feb 12, 2026 |
| Compound Planning, Inc. | History | Added to | 10,030 | 737 | 0.02% | 0.02% | 869 | +1,658 | 19.8% | Q4 2025 | Feb 19, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 9,975 | 733 | 0.01% | 0.0% | 870 | +2,251 | 29.14% | Q4 2025 | Feb 12, 2026 |
| Summit Global Investments | History | Reduced | 9,966 | 733 | 0.04% | 0.04% | 871 | -211 | -2.07% | Q4 2025 | Feb 18, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | New | 9,953 | 732 | 0.1% | — | 872 | +9,953 | New | Q4 2025 | Feb 04, 2026 |
| VestGen Advisors, LLC | History | Reduced | 9,947 | 731 | 0.03% | 0.11% | 873 | -34,413 | -77.58% | Q4 2025 | Feb 17, 2026 |
| RTD Financial Advisors, Inc. | History | Reduced | 9,896 | 727 | 0.09% | 0.09% | 874 | -587 | -5.6% | Q4 2025 | Jan 27, 2026 |
| Western Wealth Management, LLC | History | Added to | 9,865 | 725 | 0.03% | 0.03% | 875 | +938 | 10.51% | Q4 2025 | Feb 05, 2026 |
| Calamos Wealth Management LLC | History | Reduced | 9,840 | 723 | 0.02% | 0.03% | 876 | -800 | -7.52% | Q4 2025 | Jan 29, 2026 |
| Evergreen Advisors, LLC | History | New | 9,816 | 722 | 0.18% | — | 877 | +9,816 | New | Q4 2025 | Feb 05, 2026 |
| Valued Retirements, Inc. | History | No change | 9,719 | 714 | 0.7% | 0.74% | 878 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 9,666 | 711 | 0.01% | 0.01% | 881 | -812 | -7.75% | Q4 2025 | Jan 07, 2026 |
| Wealth Dimensions Group, Ltd. | History | Reduced | 9,673 | 711 | 0.14% | 0.14% | 879 | -81 | -0.83% | Q4 2025 | Feb 13, 2026 |
| Opulen Financial Group LLC | History | Added to | 9,670 | 711 | 0.52% | 0.52% | 880 | +19 | 0.2% | Q4 2025 | Feb 10, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 9,636 | 708 | 0.02% | 0.0% | 882 | +8,385 | 670.26% | Q4 2025 | Feb 13, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 9,489 | 698 | 0.03% | 0.03% | 883 | -64 | -0.67% | Q4 2025 | Feb 17, 2026 |
| 71 West Capital Partners | History | New | 9,480 | 697 | 0.03% | — | 884 | +9,480 | New | Q4 2025 | Feb 17, 2026 |
| HORAN Wealth, LLC | History | Added to | 9,432 | 693 | 0.11% | 0.09% | 885 | +1,107 | 13.3% | Q4 2025 | Feb 04, 2026 |
| Sun Financial Inc | History | New | 9,339 | 686 | 0.38% | — | 886 | +9,339 | New | Q4 2025 | Feb 02, 2026 |
| GeoWealth Management, LLC | History | Reduced | 9,323 | 685 | 0.03% | 0.02% | 887 | -133 | -1.41% | Q4 2025 | Feb 17, 2026 |
| Cassia Capital Partners, LLC | History | Reduced | 9,289 | 683 | 0.37% | 0.38% | 888 | -599 | -6.06% | Q4 2025 | Jan 16, 2026 |
| Parker Financial LLC | History | Reduced | 9,286 | 683 | 0.28% | 0.28% | 889 | -156 | -1.65% | Q4 2025 | Feb 03, 2026 |
| LMG Wealth Partners, LLC | History | No change | 9,290 | 683 | 0.13% | 0.12% | 890 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Carrera Capital Advisors | History | Added to | 9,251 | 680 | 0.11% | 0.11% | 892 | +989 | 11.97% | Q4 2025 | Jan 30, 2026 |
| KWMG, LLC | History | Reduced | 9,257 | 680 | 0.06% | 0.06% | 891 | -40 | -0.43% | Q4 2025 | Jan 16, 2026 |
| SIERRA SUMMIT ADVISORS LLC | History | Added to | 9,236 | 679 | 0.1% | 0.1% | 893 | +14 | 0.15% | Q4 2025 | Feb 06, 2026 |
| EVOKE WEALTH, LLC | History | No change | 9,230 | 678 | 0.01% | 0.01% | 894 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 9,182 | 675 | 0.0% | 0.0% | 895 | -1,469 | -13.79% | Q4 2025 | Feb 13, 2026 |
| Anson Capital, Inc. | History | Reduced | 9,181 | 675 | 0.49% | 0.49% | 896 | -35 | -0.38% | Q4 2025 | Feb 04, 2026 |
| Elm Partners Management LLC | History | Added to | 9,162 | 673 | 0.03% | 0.02% | 898 | +3,636 | 65.8% | Q4 2025 | Feb 10, 2026 |
| Sageworth Trust Co | History | No change | 9,151 | 673 | 0.03% | 0.03% | 897 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Legacy Wealth Partners, LLC | History | New | 9,094 | 668 | 0.17% | — | 899 | +9,094 | New | Q4 2025 | Feb 17, 2026 |
| Fullerton Advisors, LLC | History | New | 9,050 | 665 | 0.66% | — | 900 | +9,050 | New | Q4 2025 | Feb 02, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | Reduced | 8,960 | 659 | 0.15% | 0.16% | 901 | -550 | -5.78% | Q4 2025 | Jan 06, 2026 |
| Canal Capital Management, LLC | History | Added to | 8,957 | 658 | 0.09% | 0.09% | 902 | +358 | 4.16% | Q4 2025 | Jan 06, 2026 |
| Berman McAleer LLC | History | Reduced | 8,935 | 657 | 0.09% | 0.09% | 903 | -100 | -1.11% | Q4 2025 | Feb 05, 2026 |
| Walkner Condon Financial Advisors LLC | History | Added to | 8,928 | 656 | 0.09% | 0.08% | 904 | +1,605 | 21.92% | Q4 2025 | Jan 21, 2026 |
| SeaCrest Wealth Management, LLC | History | Added to | 8,686 | 654 | 0.07% | 0.07% | 905 | +44 | 0.51% | Q4 2025 | Jan 12, 2026 |
| NVWM, LLC | History | Added to | 8,870 | 652 | 0.14% | 0.14% | 906 | +93 | 1.06% | Q4 2025 | Jan 20, 2026 |
| HALL LAURIE J TRUSTEE | History | Added to | 8,861 | 651 | 0.22% | 0.2% | 907 | +209 | 2.42% | Q4 2025 | Jan 20, 2026 |
| GWN SECURITIES INC. | History | Added to | 8,809 | 647 | 0.13% | 0.1% | 908 | +2,746 | 45.29% | Q4 2025 | Feb 11, 2026 |
| Equita Financial Network, Inc. | History | New | 8,741 | 642 | 0.19% | — | 911 | +8,741 | New | Q4 2025 | Jan 29, 2026 |
| OAK FAMILY ADVISORS, LLC | History | Added to | 8,734 | 642 | 0.18% | 0.13% | 910 | +1,410 | 19.25% | Q4 2025 | Feb 03, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 8,741 | 642 | 0.04% | 0.04% | 909 | +244 | 2.87% | Q4 2025 | Jan 23, 2026 |
| EagleClaw Capital Managment, LLC | History | No change | 8,700 | 639 | 0.09% | 0.09% | 912 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Miller Investment Management, LP | History | Reduced | 8,685 | 638 | 0.06% | 0.22% | 913 | -21,605 | -71.33% | Q4 2025 | Feb 11, 2026 |
| Davidson Kahn Capital Management, LLC | History | No change | 8,667 | 637 | 0.33% | 0.34% | 914 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Daybright Advisory Services, Inc. | History | New | 8,632 | 634 | 0.17% | — | 917 | +8,632 | New | Q4 2025 | Feb 12, 2026 |
| Kagan Cocozza Asset Management | History | Reduced | 8,632 | 634 | 0.45% | 0.47% | 916 | -158 | -1.8% | Q4 2025 | Jan 23, 2026 |
| Christensen, King & Associates Investment Services, Inc. | History | Reduced | 8,621 | 634 | 0.27% | 0.26% | 915 | -16 | -0.19% | Q4 2025 | Jan 22, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 8,461 | 622 | 0.01% | 0.01% | 918 | +2,755 | 48.28% | Q4 2025 | Jan 21, 2026 |
| Strategies Wealth Advisors, LLC | History | Reduced | 8,464 | 622 | 0.06% | 0.06% | 919 | -225 | -2.59% | Q4 2025 | Feb 13, 2026 |
| Portfolio Resources Advisor Group, Inc. | History | New | 8,427 | 619 | 0.62% | — | 921 | +8,427 | New | Q4 2025 | Feb 13, 2026 |
| Ancora Advisors LLC | History | Reduced | 8,427 | 619 | 0.01% | 0.01% | 920 | -68 | -0.8% | Q4 2025 | Feb 17, 2026 |
| Soltis Investment Advisors LLC | History | Reduced | 8,400 | 617 | 0.04% | 0.04% | 922 | -683 | -7.52% | Q4 2025 | Apr 02, 2026 |
| BCS Wealth Management | History | Added to | 8,374 | 615 | 0.06% | 0.07% | 923 | +4,187 | 100.0% | Q4 2025 | Jan 26, 2026 |
| Aristotle Capital Management, LLC | History | New | 8,347 | 614 | 0.0% | — | 924 | +8,347 | New | Q4 2025 | Feb 17, 2026 |
| Rossby Financial, LCC | History | New | 8,339 | 613 | 0.19% | — | 926 | +8,339 | New | Q4 2025 | Feb 12, 2026 |
| Martel Wealth Advisors Inc | History | Added to | 8,343 | 613 | 0.1% | 0.1% | 925 | +140 | 1.71% | Q4 2025 | Jan 21, 2026 |
| UNION SAVINGS BANK | History | New | 8,324 | 612 | 0.27% | — | 927 | +8,324 | New | Q4 2025 | Mar 06, 2026 |
| Argyle Capital Partners, LLC | History | Reduced | 8,309 | 611 | 0.45% | 0.43% | 928 | -39 | -0.47% | Q4 2025 | Feb 17, 2026 |
| LIBRA WEALTH LLC | History | No change | 8,271 | 608 | 0.17% | 0.18% | 929 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 8,242 | 606 | 0.0% | 0.0% | 930 | +7,618 | 1220.83% | Q4 2025 | Feb 17, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Reduced | 8,250 | 606 | 0.04% | 0.04% | 931 | -1,096 | -11.73% | Q4 2025 | Jan 20, 2026 |
| Bouchey Financial Group Ltd | History | No change | 8,228 | 605 | 0.05% | 0.05% | 932 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Lakewood Asset Management LLC | History | Added to | 8,217 | 604 | 0.35% | 0.35% | 933 | +54 | 0.66% | Q4 2025 | Jan 26, 2026 |
| HEADINVEST, LLC | History | Added to | 8,200 | 603 | 0.12% | 0.09% | 934 | +2,305 | 39.1% | Q4 2025 | Feb 02, 2026 |
| Matrix Trust Co | History | Reduced | 8,184 | 602 | 0.1% | 0.42% | 935 | -29,194 | -78.1% | Q4 2025 | Jan 13, 2026 |
| Cranbrook Wealth Management, LLC | History | Reduced | 8,177 | 601 | 0.12% | 0.12% | 936 | -98 | -1.18% | Q4 2025 | Jan 28, 2026 |
| Gleason Group, Inc. | History | Added to | 8,170 | 600 | 0.06% | 0.06% | 938 | +139 | 1.73% | Q4 2025 | Jan 15, 2026 |
| Alpha Omega Wealth Management LLC | History | Reduced | 8,166 | 600 | 0.1% | 0.1% | 937 | -13 | -0.16% | Q4 2025 | Jan 22, 2026 |
| RVW Wealth, LLC | History | No change | 8,156 | 599 | 0.05% | 0.05% | 939 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| GAMMA Investing LLC | History | Added to | 8,132 | 598 | 0.03% | 0.03% | 941 | +870 | 11.98% | Q4 2025 | Jan 05, 2026 |
| Smallwood Wealth Investment Management, LLC | History | Reduced | 8,140 | 598 | 0.31% | 0.31% | 940 | -368 | -4.33% | Q4 2025 | Jan 23, 2026 |
| CRA Financial Services, LLC | History | Added to | 8,121 | 597 | 0.08% | 0.07% | 943 | +1,148 | 16.46% | Q4 2025 | Jan 16, 2026 |
| LMCG INVESTMENTS, LLC | History | No change | 8,128 | 597 | 0.03% | 0.03% | 942 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| YHB Investment Advisors, Inc. | History | Added to | 8,111 | 596 | 0.04% | 0.04% | 944 | +1 | 0.01% | Q4 2025 | Jan 16, 2026 |
| Csenge Advisory Group | History | Reduced | 8,055 | 592 | 0.03% | 0.03% | 946 | -788 | -8.91% | Q4 2025 | Feb 06, 2026 |
| CAPE ANN SAVINGS BANK | History | Added to | 8,060 | 592 | 0.3% | 0.3% | 945 | +85 | 1.07% | Q4 2025 | Jan 28, 2026 |
| Grove Bank & Trust | History | Added to | 8,036 | 591 | 0.07% | 0.06% | 947 | +567 | 7.59% | Q4 2025 | Jan 08, 2026 |
| Sowell Financial Services LLC | History | Reduced | 8,007 | 589 | 0.02% | 0.02% | 948 | -189 | -2.31% | Q4 2025 | Jan 21, 2026 |
| Seven Springs Wealth Group, LLC | History | Added to | 8,013 | 589 | 0.17% | 0.14% | 949 | +163 | 2.08% | Q4 2025 | Feb 10, 2026 |
| WADDELL & ASSOCIATES, LLC | History | No change | 7,990 | 587 | 0.04% | 0.05% | 950 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Plum Street Advisors, LLC | History | No change | 7,926 | 583 | 0.21% | 0.22% | 951 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 7,886 | 580 | 0.01% | 0.01% | 952 | +245 | 3.21% | Q4 2025 | Jan 28, 2026 |
| CVA Family Office, LLC | History | Added to | 7,871 | 578 | 0.07% | 0.07% | 953 | +127 | 1.64% | Q4 2025 | Jan 12, 2026 |
| Livet Wealth, LLC | History | New | 7,848 | 577 | 0.36% | — | 954 | +7,848 | New | Q4 2025 | Feb 13, 2026 |
| NCP Inc. | History | Added to | 7,838 | 576 | 0.46% | 0.4% | 955 | +321 | 4.27% | Q4 2025 | Feb 17, 2026 |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | History | No change | 7,775 | 571 | 0.02% | 0.02% | 956 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Lantern Wealth Advisors, LLC | History | Added to | 7,714 | 567 | 0.3% | 0.23% | 957 | +1,563 | 25.41% | Q4 2025 | Feb 17, 2026 |
| Mill Creek Capital Advisors, LLC | History | No change | 7,712 | 567 | 0.01% | 0.01% | 958 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | History | Added to | 7,672 | 564 | 0.15% | 0.16% | 959 | +1 | 0.01% | Q4 2025 | Feb 13, 2026 |
| First Growth Capital LLC | History | New | 6,956 | 563 | 0.5% | — | 961 | +6,956 | New | Q4 2025 | Feb 19, 2026 |
| Retirement Planning Group, LLC | History | Added to | 7,662 | 563 | 0.02% | 0.02% | 960 | +49 | 0.64% | Q4 2025 | Feb 03, 2026 |
| CASCADE INVESTMENT GROUP, INC. | History | No change | 7,651 | 562 | 0.38% | 0.36% | 962 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Realta Investment Advisors | History | No change | 7,653 | 562 | 0.18% | 0.18% | 963 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Krilogy Financial LLC | History | Reduced | 7,225 | 561 | 0.02% | 0.02% | 964 | -91 | -1.24% | Q4 2025 | Jan 27, 2026 |
| NorthRock Partners, LLC | History | Reduced | 7,604 | 559 | 0.01% | 0.01% | 965 | -376 | -4.71% | Q4 2025 | Feb 17, 2026 |
| LifePlan Financial, LLC | History | Reduced | 7,603 | 559 | 0.43% | 0.45% | 966 | -294 | -3.72% | Q4 2025 | Jan 20, 2026 |
| 10Elms LLP | History | Added to | 7,601 | 559 | 0.51% | 0.48% | 969 | +163 | 2.19% | Q4 2025 | Feb 13, 2026 |
| Keebeck Wealth Management | History | Added to | 7,602 | 559 | 0.06% | 0.06% | 967 | +116 | 1.55% | Q4 2025 | Feb 17, 2026 |
| Madison Wealth Partners, Inc | History | Added to | 7,605 | 559 | 0.1% | 0.11% | 968 | +11 | 0.14% | Q4 2025 | Feb 10, 2026 |
| Passive Capital Management, LLC. | History | No change | 7,587 | 558 | 0.17% | 0.18% | 970 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Forum Financial Management, LP | History | Reduced | 7,576 | 557 | 0.01% | 0.01% | 972 | -222 | -2.85% | Q4 2025 | Jan 27, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | Reduced | 7,572 | 557 | 0.11% | 0.08% | 971 | -85 | -1.11% | Q4 2025 | Feb 02, 2026 |
| Pine Haven Investment Counsel, Inc | History | Added to | 7,534 | 554 | 0.39% | 0.39% | 973 | +1 | 0.01% | Q4 2025 | Jan 08, 2026 |
| ESL Trust Services, LLC | History | Added to | 7,531 | 553 | 0.11% | 0.07% | 975 | +2,182 | 40.79% | Q4 2025 | Feb 10, 2026 |
| NIA IMPACT ADVISORS, LLC | History | Reduced | 7,528 | 553 | 0.19% | 0.2% | 976 | -1,000 | -11.73% | Q4 2025 | Feb 09, 2026 |
| Fort Point Capital Partners LLC | History | Added to | 7,210 | 553 | 0.06% | 0.05% | 974 | +653 | 9.96% | Q4 2025 | Feb 13, 2026 |
| Fairway Wealth LLC | History | Added to | 7,476 | 549 | 0.15% | 0.15% | 977 | +75 | 1.01% | Q4 2025 | Jan 28, 2026 |
| Legacy Wealth Advisors, LLC | History | New | 7,434 | 546 | 0.36% | — | 978 | +7,434 | New | Q4 2025 | Feb 17, 2026 |
| Ellis Investment Partners, LLC | History | Added to | 7,421 | 545 | 0.1% | 0.09% | 979 | +52 | 0.71% | Q4 2025 | Feb 02, 2026 |
| Single Point Partners, LLC | History | Reduced | 7,413 | 545 | 0.11% | 0.11% | 980 | -12 | -0.16% | Q4 2025 | Jan 26, 2026 |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | History | Added to | 7,384 | 543 | 0.23% | 0.22% | 982 | +124 | 1.71% | Q4 2025 | Feb 13, 2026 |
| Boston Trust Walden Corp | History | No change | 7,391 | 543 | 0.0% | 0.0% | 981 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Westmount Partners, LLC | History | Reduced | 7,360 | 541 | 0.13% | 0.14% | 983 | -302 | -3.94% | Q4 2025 | Jan 15, 2026 |
| Armbruster Capital Management, Inc. | History | Reduced | 7,351 | 540 | 0.09% | 0.09% | 984 | -75 | -1.01% | Q4 2025 | Jan 23, 2026 |
| Palatine Hill Wealth Management, LLC | History | New | 7,339 | 539 | 0.43% | — | 987 | +7,339 | New | Q4 2025 | Feb 10, 2026 |
| WAYSTONE ADVISORS LLC | History | New | 7,333 | 539 | 0.46% | — | 986 | +7,333 | New | Q4 2025 | Feb 09, 2026 |
| XTX Topco Ltd | History | New | 7,330 | 539 | 0.01% | — | 985 | +7,330 | New | Q4 2025 | Feb 17, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 7,275 | 535 | 0.02% | 0.01% | 988 | +4,811 | 195.25% | Q4 2025 | Feb 06, 2026 |
| DV Trading LLC | History | New | 7,225 | 531 | 0.01% | — | 989 | +7,225 | New | Q4 2025 | Feb 17, 2026 |
| Tactive Advisors, LLC | History | Reduced | 7,197 | 529 | 0.15% | 0.19% | 990 | -2,390 | -24.93% | Q4 2025 | Jan 09, 2026 |
| Worth Asset Management, LLC | History | Added to | 7,184 | 528 | 0.22% | 0.21% | 991 | +590 | 8.95% | Q4 2025 | Jan 14, 2026 |
| TBH Global Asset Management, LLC | History | Reduced | 7,175 | 527 | 0.09% | 0.11% | 992 | -754 | -9.51% | Q4 2025 | Jan 29, 2026 |
| Northern Capital Management, Inc. | History | No change | 7,148 | 525 | 0.28% | 0.28% | 993 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| WIMMER ASSOCIATES 1, LLC | History | Added to | 7,127 | 524 | 0.24% | 0.24% | 994 | +230 | 3.33% | Q4 2025 | Feb 13, 2026 |
| Aspire Capital Advisors LLC | History | Reduced | 7,075 | 520 | 0.12% | 0.13% | 995 | -165 | -2.28% | Q4 2025 | Jan 16, 2026 |
| DIVERSIFIED MANAGEMENT INC | History | New | 7,059 | 519 | 0.12% | — | 996 | +7,059 | New | Q4 2025 | Jan 26, 2026 |
| Silver Oak Advisory Group, Inc. | History | No change | 7,044 | 518 | 0.23% | 0.23% | 997 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Cornerstone Financial Group, LLC /NE/ | History | Reduced | 7,020 | 516 | 0.36% | 0.39% | 998 | -68 | -0.96% | Q4 2025 | Feb 11, 2026 |
| Compass Financial Group, INC/SD | History | Reduced | 6,955 | 511 | 0.07% | 0.08% | 1001 | -411 | -5.58% | Q4 2025 | Jan 27, 2026 |
| Topel & Distasi Wealth Management, LLC | History | Reduced | 6,953 | 511 | 0.25% | 0.25% | 1000 | -93 | -1.32% | Q4 2025 | Feb 09, 2026 |
| Mathes Company, Inc. | History | No change | 6,950 | 511 | 0.18% | 0.18% | 999 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Detalus Advisors, LLC | History | Reduced | 6,938 | 510 | 0.12% | 0.14% | 1002 | -699 | -9.15% | Q4 2025 | Feb 03, 2026 |
| PFG Investments, LLC | History | Added to | 6,933 | 510 | 0.02% | 0.03% | 1003 | +111 | 1.63% | Q4 2025 | Jan 26, 2026 |
| QUANTIFY CHAOS ADVISORS, LLC | History | New | 6,919 | 508 | 1.54% | — | 1004 | +6,919 | New | Q4 2025 | Feb 06, 2026 |
| DONALDSON CAPITAL MANAGEMENT, LLC | History | Added to | 6,903 | 507 | 0.02% | 0.01% | 1005 | +3,801 | 122.53% | Q4 2025 | Jan 14, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Reduced | 6,893 | 507 | 0.02% | 0.04% | 1006 | -506 | -6.84% | Q4 2025 | Feb 12, 2026 |
| Riverbend Wealth Management, LLC | History | Added to | 6,860 | 504 | 0.31% | 0.26% | 1009 | +1,577 | 29.85% | Q4 2025 | Jan 29, 2026 |
| TOWNSQUARE CAPITAL LLC | History | No change | 6,864 | 504 | 0.11% | 0.07% | 1007 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| ZynergyRetirementPlanningLLC | History | No change | 6,854 | 504 | 0.31% | 0.31% | 1008 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| DUNCKER STREETT & CO INC | History | Added to | 6,816 | 501 | 0.09% | 0.08% | 1010 | +70 | 1.04% | Q4 2025 | Jan 27, 2026 |
| SMITH, MOORE & CO. | History | Added to | 6,803 | 500 | 0.04% | 0.04% | 1011 | +110 | 1.64% | Q4 2025 | Jan 23, 2026 |
| Pillar Financial Advisors, LLC | History | No change | 6,802 | 500 | 0.3% | 0.3% | 1012 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | No change | 6,777 | 498 | 0.03% | 0.03% | 1013 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Jacobi Capital Management LLC | History | Added to | 6,727 | 494 | 0.03% | 0.03% | 1014 | +25 | 0.37% | Q4 2025 | Feb 13, 2026 |
| Austin Private Wealth, LLC | History | Reduced | 6,705 | 493 | 0.04% | 0.04% | 1015 | -760 | -10.18% | Q4 2025 | Jan 20, 2026 |
| WINCAP FINANCIAL LLC | History | Added to | 6,705 | 493 | 0.34% | 0.32% | 1016 | +268 | 4.16% | Q4 2025 | Jan 14, 2026 |
| Portland Financial Advisors Inc | History | Added to | 6,693 | 492 | 1.05% | 0.91% | 1017 | +730 | 12.24% | Q4 2025 | Feb 06, 2026 |
| NORTHEAST PLANNING ASSOCIATES, INC. / NH / | History | No change | 6,685 | 491 | 0.35% | 0.4% | 1018 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Clarity Capital Advisors, LLC | History | Added to | 6,666 | 490 | 0.24% | 0.25% | 1019 | +103 | 1.57% | Q4 2025 | Feb 11, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 6,606 | 485 | 0.01% | 0.0% | 1021 | +5,037 | 321.03% | Q4 2025 | Jan 07, 2026 |
| PITTENGER & ANDERSON INC | History | No change | 6,600 | 485 | 0.02% | 0.02% | 1020 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Aureus Asset Management, LLC | History | New | 6,584 | 484 | 0.03% | — | 1022 | +6,584 | New | Q4 2025 | Feb 17, 2026 |
| McGlone Suttner Wealth Management, Inc. | History | Added to | 6,584 | 484 | 0.07% | 0.06% | 1024 | +693 | 11.76% | Q4 2025 | Jan 15, 2026 |
| Orgel Wealth Management, LLC | History | No change | 6,592 | 484 | 0.01% | 0.01% | 1023 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Bradley & Co. Private Wealth Management, LLC | History | No change | 6,563 | 482 | 0.26% | 0.26% | 1025 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Ironwood Investment Counsel, LLC | History | Added to | 6,520 | 479 | 0.07% | 0.07% | 1026 | +214 | 3.39% | Q4 2025 | Feb 06, 2026 |
| NorthLanding Financial Partners, LLC | History | No change | 6,520 | 479 | 0.38% | 0.39% | 1027 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Argent Advisors, Inc. | History | No change | 6,500 | 478 | 0.13% | 0.14% | 1028 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Capital Advantage, Inc. | History | New | 6,495 | 477 | 0.06% | — | 1029 | +6,495 | New | Q4 2025 | Jan 07, 2026 |
| Hamilton Wealth, LLC | History | Added to | 6,487 | 477 | 0.09% | 0.09% | 1030 | +158 | 2.5% | Q4 2025 | Feb 19, 2026 |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | History | New | 6,467 | 475 | 0.45% | — | 1032 | +6,467 | New | Q4 2025 | Feb 02, 2026 |
| Pine Harbor Wealth Management, LLC | History | Added to | 6,463 | 475 | 0.15% | 0.13% | 1031 | +734 | 12.81% | Q4 2025 | Jan 20, 2026 |
| Barnes Wealth Management Group, Inc | History | Added to | 6,395 | 470 | 0.25% | 0.24% | 1033 | +335 | 5.53% | Q4 2025 | Feb 24, 2026 |
| WHALEROCK POINT PARTNERS, LLC | History | No change | 6,375 | 468 | 0.09% | 0.09% | 1034 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Balboa Wealth Partners | History | Reduced | 6,300 | 463 | 0.08% | 0.08% | 1035 | -88 | -1.38% | Q4 2025 | Jan 16, 2026 |
| Rockwood Wealth Management, LLC | History | New | 6,254 | 460 | 0.03% | — | 1036 | +6,254 | New | Q4 2025 | Jan 29, 2026 |
| Capital Asset Advisory Services LLC | History | Added to | 6,034 | 457 | 0.02% | 0.02% | 1037 | +218 | 3.75% | Q4 2025 | Jan 09, 2026 |
| MONECO ADVISORS, LLC | History | Reduced | 6,205 | 456 | 0.04% | 0.04% | 1038 | -2 | -0.03% | Q4 2025 | Feb 04, 2026 |
| Net Worth Advisory Group | History | New | 6,185 | 454 | 0.09% | — | 1039 | +6,185 | New | Q4 2025 | Jan 14, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 6,162 | 453 | 0.02% | 0.02% | 1040 | -793 | -11.4% | Q4 2025 | Feb 13, 2026 |
| HBK Sorce Advisory LLC | History | Added to | 5,709 | 452 | 0.01% | 0.01% | 1042 | +259 | 4.75% | Q4 2025 | Feb 09, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | No change | 6,145 | 452 | 0.21% | 0.21% | 1041 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| HTG Investment Advisors, Inc. | History | No change | 6,153 | 452 | 0.14% | 0.15% | 1043 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Stordahl Capital Management, Inc. | History | No change | 6,122 | 450 | 0.09% | 0.09% | 1044 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Capital Wealth Alliance, LLC | History | Reduced | 5,612 | 449 | 0.19% | 0.26% | 1045 | -1,817 | -24.46% | Q4 2025 | Feb 17, 2026 |
| FineMark National Bank & Trust | History | Reduced | 6,071 | 446 | 0.01% | 0.01% | 1046 | -298 | -4.68% | Q4 2025 | Feb 12, 2026 |
| AE Wealth Management LLC | History | Added to | 6,041 | 444 | 0.0% | 0.0% | 1047 | +1,896 | 45.74% | Q4 2025 | Jan 26, 2026 |
| SMI Advisory Services, LLC | History | Reduced | 5,774 | 442 | 0.08% | 0.11% | 1048 | -2,323 | -28.69% | Q4 2025 | Jan 13, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | Added to | 5,770 | 442 | 0.03% | 0.03% | 1049 | +204 | 3.67% | Q4 2025 | Feb 13, 2026 |
| ROMAN BUTLER FULLERTON & CO | History | No change | 5,700 | 439 | 0.12% | 0.11% | 1050 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Pathway Financial Advisors LLC | History | Reduced | 5,782 | 438 | 0.06% | 0.06% | 1051 | -147 | -2.48% | Q4 2025 | Jan 14, 2026 |
| CARL STUART INVESTMENT ADVISOR, INC | History | Added to | 5,961 | 438 | 0.4% | 0.39% | 1053 | +101 | 1.72% | Q4 2025 | Feb 13, 2026 |
| McLean Asset Management Corp | History | No change | 5,730 | 438 | 0.08% | 0.09% | 1052 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | New | 5,890 | 433 | 0.03% | — | 1054 | +5,890 | New | Q4 2025 | Feb 09, 2026 |
| Van Hulzen Asset Management, LLC | History | Added to | 5,866 | 431 | 0.03% | 0.03% | 1055 | +1,035 | 21.42% | Q4 2025 | Feb 06, 2026 |
| CHERRYDALE WEALTH MANAGEMENT, LLC | History | Added to | 5,871 | 431 | 0.13% | 0.13% | 1056 | +99 | 1.72% | Q4 2025 | Jan 13, 2026 |
| SFE Investment Counsel | History | New | 5,816 | 427 | 0.07% | — | 1057 | +5,816 | New | Q4 2025 | Feb 05, 2026 |
| Traynor Capital Management, Inc. | History | Added to | 5,807 | 427 | 0.02% | 0.02% | 1058 | +807 | 16.14% | Q4 2025 | Jan 12, 2026 |
| Ehrenkranz Partners L.P. | History | Added to | 5,779 | 425 | 0.48% | 0.36% | 1059 | +97 | 1.71% | Q4 2025 | Feb 17, 2026 |
| MOODY LYNN & LIEBERSON, LLC | History | Added to | 5,729 | 421 | 0.02% | 0.02% | 1060 | +27 | 0.47% | Q4 2025 | Jan 15, 2026 |
| Trilogy Capital Inc. | History | Reduced | 5,707 | 419 | 0.02% | 0.02% | 1061 | -110 | -1.89% | Q4 2025 | Jan 22, 2026 |
| Claro Advisors Inc. | History | Reduced | 5,689 | 418 | 0.06% | 0.06% | 1062 | -388 | -6.38% | Q4 2025 | Feb 17, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 5,660 | 416 | 0.01% | 0.0% | 1063 | +5,387 | 1973.26% | Q4 2025 | Feb 17, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 5,663 | 416 | 0.04% | 0.05% | 1064 | -864 | -13.24% | Q4 2025 | Feb 13, 2026 |
| Prostatis Group LLC | History | Added to | 5,653 | 415 | 0.1% | 0.08% | 1065 | +945 | 20.07% | Q4 2025 | Feb 17, 2026 |
| Northstar Financial Companies, Inc. | History | New | 5,629 | 414 | 0.33% | — | 1068 | +5,629 | New | Q4 2025 | Feb 09, 2026 |
| Blake Schutter Theil Wealth Advisors, LLC | History | Added to | 5,636 | 414 | 0.34% | 0.28% | 1067 | +1,718 | 43.85% | Q4 2025 | Feb 02, 2026 |
| MITCHELL SINKLER & STARR/PA | History | Reduced | 5,634 | 414 | 0.19% | 0.23% | 1066 | -1,460 | -20.58% | Q4 2025 | Feb 11, 2026 |
| Grant Street Asset Management, Inc. | History | Added to | 5,620 | 413 | 0.08% | 0.08% | 1069 | +45 | 0.81% | Q4 2025 | Jan 28, 2026 |
| SAPIENT CAPITAL LLC | History | Added to | 5,586 | 412 | 0.01% | 0.01% | 1070 | +33 | 0.59% | Q4 2025 | Feb 05, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 5,594 | 411 | 0.0% | 0.0% | 1071 | -622 | -10.01% | Q4 2025 | Feb 13, 2026 |
| VANCE WEALTH, LLC | History | No change | 5,578 | 410 | 0.12% | 0.12% | 1072 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Purkiss Capital Advisors LLC | History | No change | 5,550 | 408 | 0.19% | 0.19% | 1073 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Fusion Capital, LLC | History | Added to | 5,521 | 406 | 0.11% | 0.09% | 1074 | +1,386 | 33.52% | Q4 2025 | Feb 04, 2026 |
| Vantage Investment Partners, LLC | History | No change | 5,493 | 404 | 0.03% | 0.03% | 1075 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Acropolis Investment Management, LLC | History | Reduced | 5,479 | 403 | 0.02% | 0.02% | 1076 | -236 | -4.13% | Q4 2025 | Jan 14, 2026 |
| WALLER FINANCIAL PLANNING GROUP, INC | History | Reduced | 5,467 | 402 | 0.09% | 0.09% | 1077 | -17 | -0.31% | Q4 2025 | Jan 13, 2026 |
| LAZARI CAPITAL MANAGEMENT, INC. | History | Added to | 5,466 | 402 | 0.14% | 0.13% | 1078 | +3 | 0.05% | Q4 2025 | Jan 29, 2026 |
| Providence First Trust Co | History | Reduced | 5,429 | 399 | 0.14% | 1.18% | 1079 | -42,220 | -88.61% | Q4 2025 | Feb 03, 2026 |
| M3 Wealth Management, LLC | History | New | 5,377 | 395 | 0.31% | — | 1080 | +5,377 | New | Q4 2025 | Feb 09, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 5,345 | 393 | 0.01% | 0.01% | 1082 | +144 | 2.77% | Q4 2025 | Feb 17, 2026 |
| Smith Salley Wealth Management | History | No change | 5,347 | 393 | 0.02% | 0.02% | 1081 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Polaris Investment Advisors, LLC | History | New | 5,329 | 392 | 0.28% | — | 1084 | +5,329 | New | Q4 2025 | Jan 15, 2026 |
| Carmel Capital Partners, LLC | History | Reduced | 5,334 | 392 | 0.14% | 0.16% | 1083 | -56 | -1.04% | Q4 2025 | Jan 29, 2026 |
| Manuka Financial, LLC | History | Added to | 5,305 | 390 | 0.24% | 0.23% | 1085 | +29 | 0.55% | Q4 2025 | Jan 28, 2026 |
| Central Pacific Bank - Trust Division | History | Added to | 5,290 | 389 | 0.05% | 0.03% | 1087 | +2,053 | 63.42% | Q4 2025 | Jan 07, 2026 |
| High Net Worth Advisory Group LLC | History | No change | 5,300 | 389 | 0.09% | 0.09% | 1086 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Courage Miller Partners, LLC | History | Reduced | 5,278 | 388 | 0.12% | 0.11% | 1088 | -66 | -1.24% | Q4 2025 | Jan 26, 2026 |
| Successful Portfolios LLC | History | Added to | 5,076 | 385 | 0.2% | 0.17% | 1089 | +1,042 | 25.83% | Q4 2025 | Jan 23, 2026 |
| Solidarity Wealth, LLC | History | No change | 5,223 | 384 | 0.08% | 0.08% | 1090 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| SWAN Capital LLC | History | Reduced | 5,212 | 383 | 0.15% | 0.15% | 1091 | -8 | -0.15% | Q4 2025 | Feb 12, 2026 |
| 55 North Private Wealth, LLC | History | New | 5,200 | 382 | 0.1% | — | 1093 | +5,200 | New | Q4 2025 | Jan 27, 2026 |
| Leo Wealth, LLC | History | Added to | 5,195 | 382 | 0.03% | 0.04% | 1092 | +1,024 | 24.55% | Q4 2025 | Jan 21, 2026 |
| Ryan Investment Management, Inc. | History | Reduced | 5,166 | 380 | 0.21% | 0.31% | 1096 | -2,568 | -33.2% | Q4 2025 | Jan 12, 2026 |
| WESTBOURNE INVESTMENTS, INC. | History | Added to | 5,170 | 380 | 0.18% | 0.13% | 1094 | +1,295 | 33.42% | Q4 2025 | Jan 22, 2026 |
| Capstone Financial Advisors, Inc. | History | No change | 5,177 | 380 | 0.02% | 0.02% | 1095 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| GoalFusion Wealth Management, LLC | History | Added to | 5,125 | 376 | 0.17% | 0.14% | 1097 | +1,125 | 28.13% | Q4 2025 | Jan 06, 2026 |
| NBT BANK N A /NY | History | Reduced | 2,029 | 375 | 0.02% | 0.02% | 1098 | -72 | -3.43% | Q4 2025 | Jan 23, 2026 |
| ADIRONDACK TRUST CO | History | No change | 5,105 | 375 | 0.12% | 0.12% | 1099 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Vision Capital Management, Inc. | History | No change | 5,105 | 375 | 0.05% | 0.04% | 1100 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 5,091 | 374 | 0.02% | 0.02% | 1101 | +775 | 17.96% | Q4 2025 | Jan 26, 2026 |
| Cambria Investment Management, L.P. | History | No change | 5,096 | 374 | 0.02% | 0.02% | 1102 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Innova Wealth Partners | History | Reduced | 5,065 | 372 | 0.19% | 0.32% | 1104 | -3,158 | -38.4% | Q4 2025 | Jan 07, 2026 |
| Strategic Financial Services, Inc. | History | Added to | 4,700 | 372 | 0.02% | 0.01% | 1103 | +827 | 21.35% | Q4 2025 | Feb 09, 2026 |
| SYON CAPITAL LLC | History | No change | 5,050 | 371 | 0.02% | 0.02% | 1105 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Fonville Wealth Management LLC | History | No change | 5,029 | 369 | 0.08% | 0.08% | 1106 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Southland Equity Partners LLC | History | Reduced | 5,012 | 368 | 0.07% | 0.08% | 1107 | -379 | -7.03% | Q4 2025 | Jan 14, 2026 |
| Peterson Wealth Advisors, LLC | History | Added to | 4,962 | 365 | 0.05% | 0.05% | 1109 | +83 | 1.7% | Q4 2025 | Jan 09, 2026 |
| Colonial Trust Advisors | History | No change | 4,966 | 365 | 0.03% | 0.03% | 1108 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 4,947 | 363 | 0.0% | 0.0% | 1110 | -4,795 | -49.22% | Q4 2025 | Feb 09, 2026 |
| Plante Moran Financial Advisors, LLC | History | Added to | 4,945 | 363 | 0.02% | 0.02% | 1112 | +1,270 | 34.56% | Q4 2025 | Feb 05, 2026 |
| Texas Yale Capital Corp. | History | Added to | 4,939 | 363 | 0.01% | 0.01% | 1111 | +32 | 0.65% | Q4 2025 | Feb 10, 2026 |
| MB Generational Wealth, LLC | History | Reduced | 4,933 | 362 | 0.19% | 0.29% | 1114 | -1,374 | -21.79% | Q4 2025 | Feb 10, 2026 |
| Caldwell Trust Co | History | Reduced | 4,927 | 362 | 0.03% | 0.04% | 1115 | -539 | -9.86% | Q4 2025 | Jan 30, 2026 |
| HANOVER ADVISORS INC | History | Added to | 4,929 | 362 | 0.14% | 0.14% | 1113 | +17 | 0.35% | Q4 2025 | Feb 17, 2026 |
| Strategic Financial Partners, Ltd. | History | Added to | 4,920 | 361 | 0.16% | 0.16% | 1116 | +4 | 0.08% | Q4 2025 | Feb 11, 2026 |
| Clark Capital Management Group, Inc. | History | New | 4,905 | 360 | 0.0% | — | 1117 | +4,905 | New | Q4 2025 | Feb 17, 2026 |
| Arlington Financial Advisors, LLC | History | Reduced | 4,894 | 360 | 0.05% | 0.05% | 1118 | -50 | -1.01% | Q4 2025 | Jan 12, 2026 |
| TD Capital Management LLC | History | Reduced | 4,886 | 359 | 0.03% | 0.04% | 1119 | -791 | -13.93% | Q4 2025 | Feb 26, 2026 |
| SHAYNE & JACOBS, LLC | History | No change | 4,860 | 357 | 0.11% | 0.11% | 1120 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| S.A. Mason LLC | History | No change | 4,866 | 357 | 0.14% | 0.15% | 1121 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Elmwood Wealth Management, Inc. | History | Added to | 4,837 | 355 | 0.11% | 0.12% | 1122 | +2 | 0.04% | Q4 2025 | Jan 08, 2026 |
| WealthPlan Investment Management, LLC | History | No change | 4,837 | 355 | 0.02% | 0.02% | 1123 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | New | 4,815 | 354 | 0.01% | — | 1124 | +4,815 | New | Q4 2025 | Feb 09, 2026 |
| TRUEFG, LLC | History | Added to | 4,787 | 352 | 0.09% | 0.09% | 1125 | +7 | 0.15% | Q4 2025 | Jan 21, 2026 |
| Red Door Wealth Management, LLC | History | Added to | 4,783 | 351 | 0.04% | 0.04% | 1126 | +2 | 0.04% | Q4 2025 | Jan 20, 2026 |
| SSA SWISS ADVISORS AG | History | No change | 4,760 | 350 | 0.16% | 0.16% | 1127 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| Stone Summit Wealth LLC | History | No change | 4,755 | 349 | 0.09% | 0.1% | 1128 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| PETTYJOHN, WOOD & WHITE, INC | History | Reduced | 4,671 | 343 | 0.05% | 0.06% | 1129 | -238 | -4.85% | Q4 2025 | Feb 11, 2026 |
| Investment Advisory Group, LLC | History | Added to | 4,664 | 343 | 0.09% | 0.09% | 1130 | +100 | 2.19% | Q4 2025 | Jan 23, 2026 |
| FIRST MERCHANTS CORP | History | No change | 4,623 | 340 | 0.01% | 0.01% | 1131 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| GUIDANCE CAPITAL, INC | History | Reduced | 4,399 | 338 | 0.08% | 0.09% | 1133 | -141 | -3.11% | Q4 2025 | Jan 23, 2026 |
| Hedges Asset Management LLC | History | No change | 4,600 | 338 | 0.24% | 0.25% | 1132 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Basepoint Wealth LLC | History | Added to | 4,568 | 336 | 0.2% | 0.23% | 1134 | +47 | 1.04% | Q4 2025 | Feb 10, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 4,566 | 335 | 0.04% | 0.04% | 1135 | +69 | 1.53% | Q4 2025 | Feb 13, 2026 |
| WORLD EQUITY GROUP, INC. | History | No change | 4,528 | 333 | 0.09% | 0.07% | 1136 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| MFA Wealth Services | History | Added to | 4,522 | 332 | 0.22% | 0.22% | 1138 | +7 | 0.16% | Q4 2025 | Jan 15, 2026 |
| Schiavi & Co LLC | History | No change | 4,519 | 332 | 0.11% | 0.11% | 1137 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| LWM ADVISORS INC | History | No change | 4,517 | 332 | 0.29% | 0.29% | 1139 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Paragon Advisors, LLC | History | Added to | 4,503 | 331 | 0.09% | 0.07% | 1140 | +439 | 10.8% | Q4 2025 | Jan 12, 2026 |
| Stephenson & Company, Inc. | History | No change | 4,507 | 331 | 0.18% | 0.18% | 1141 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Brightwater Advisory LLC | History | Reduced | 4,492 | 330 | 0.22% | 0.23% | 1143 | -120 | -2.6% | Q4 2025 | Feb 12, 2026 |
| MidAtlantic Capital Management, Inc. | History | Added to | 4,490 | 330 | 0.21% | 0.21% | 1144 | +87 | 1.98% | Q4 2025 | Feb 10, 2026 |
| Planned Solutions, Inc. | History | No change | 4,492 | 330 | 0.11% | 0.11% | 1142 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| BAXTER BROS INC | History | No change | 4,478 | 329 | 0.04% | 0.04% | 1145 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Goelzer Investment Management, Inc. | History | No change | 4,451 | 327 | 0.02% | 0.02% | 1146 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| BKM Wealth Management, LLC | History | No change | 4,447 | 327 | 0.12% | 0.12% | 1147 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Swan Global Investments, LLC | History | Reduced | 4,431 | 325 | 0.01% | 0.01% | 1148 | -2,054 | -31.67% | Q4 2025 | Feb 11, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 4,413 | 324 | 0.02% | 0.03% | 1150 | -215 | -4.65% | Q4 2025 | Feb 13, 2026 |
| EQUITABLE TRUST CO | History | No change | 4,418 | 324 | 0.01% | 0.01% | 1149 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Petix & Botte Co | History | Reduced | 4,364 | 321 | 0.07% | 0.09% | 1152 | -1,150 | -20.86% | Q4 2025 | Feb 05, 2026 |
| FSM Wealth Advisors, LLC | History | Added to | 4,365 | 321 | 0.04% | 0.04% | 1153 | +16 | 0.37% | Q4 2025 | Jan 23, 2026 |
| Hirtle Callaghan & Co LLC | History | No change | 4,371 | 321 | 0.01% | 0.01% | 1151 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Capital Group Private Client Services, Inc. | History | No change | 4,347 | 319 | 0.01% | 0.01% | 1154 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| SMITH CHAS P & ASSOCIATES PA CPAS | History | Added to | 4,325 | 318 | 0.02% | 0.02% | 1156 | +600 | 16.11% | Q4 2025 | Feb 09, 2026 |
| MJP ASSOCIATES INC /ADV | History | Reduced | 4,327 | 318 | 0.04% | 0.04% | 1155 | -375 | -7.98% | Q4 2025 | Feb 06, 2026 |
| EAGLE GLOBAL ADVISORS LLC | History | Added to | 4,325 | 318 | 0.01% | 0.01% | 1157 | +100 | 2.37% | Q4 2025 | Jan 28, 2026 |
| Elser Financial Planning, Inc | History | Added to | 4,327 | 318 | 0.23% | 0.37% | 1158 | +25 | 0.58% | Q4 2025 | Jan 15, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Reduced | 4,318 | 317 | 0.01% | 0.02% | 1159 | -6,299 | -59.33% | Q4 2025 | Feb 13, 2026 |
| Pavion Blue Capital, LLC | History | No change | 4,306 | 316 | 0.13% | 0.13% | 1160 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| OARSMAN CAPITAL, INC. | History | Added to | 4,289 | 315 | 0.04% | 0.04% | 1161 | +157 | 3.8% | Q4 2025 | Feb 13, 2026 |
| Joule Financial, LLC | History | Reduced | 4,277 | 314 | 0.09% | 0.09% | 1163 | -58 | -1.34% | Q4 2025 | Jan 20, 2026 |
| SVB WEALTH LLC | History | Reduced | 4,279 | 314 | 0.02% | 0.02% | 1162 | -12 | -0.28% | Q4 2025 | Feb 04, 2026 |
| Symmetry Partners, LLC | History | Reduced | 4,215 | 310 | 0.02% | 0.03% | 1164 | -246 | -5.51% | Q4 2025 | Jan 27, 2026 |
| BlueSky Wealth Advisors, LLC | History | No change | 4,190 | 308 | 0.04% | 0.04% | 1165 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Compass Financial Group, Inc. (Ohio) | History | New | 4,170 | 306 | 0.22% | — | 1167 | +4,170 | New | Q4 2025 | Mar 04, 2026 |
| Icon Wealth Advisors, LLC | History | Reduced | 4,161 | 306 | 0.02% | 0.02% | 1166 | -18 | -0.43% | Q4 2025 | Feb 13, 2026 |
| COOPER/HAIMS ADVISORS, LLC | History | Added to | 4,153 | 305 | 0.14% | 0.1% | 1168 | +1,153 | 38.43% | Q4 2025 | Feb 11, 2026 |
| Shakespeare Wealth Management, LLC | History | No change | 1,383 | 303 | 0.07% | 0.07% | 1169 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | History | Reduced | 4,119 | 302 | 0.15% | 0.16% | 1170 | -249 | -5.7% | Q4 2025 | Jan 30, 2026 |
| BARLOW WEALTH PARTNERS, LLC | History | No change | 3,971 | 301 | 0.03% | 0.03% | 1171 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| New Republic Capital, LLC | History | Added to | 4,086 | 300 | 0.08% | 0.02% | 1173 | +3,299 | 419.19% | Q4 2025 | Feb 10, 2026 |
| Bragg Financial Advisors, Inc | History | Added to | 4,079 | 300 | 0.01% | 0.01% | 1172 | +269 | 7.06% | Q4 2025 | Feb 13, 2026 |
| 4WEALTH ADVISORS, INC. | History | Reduced | 4,086 | 300 | 0.26% | 0.26% | 1174 | -68 | -1.64% | Q4 2025 | Jan 21, 2026 |
| Retirement Planning Co of New England, Inc. | History | Added to | 4,071 | 299 | 0.12% | 0.11% | 1175 | +250 | 6.54% | Q4 2025 | Jan 28, 2026 |
| Resonant Capital Advisors, LLC | History | Added to | 4,060 | 298 | 0.02% | 0.02% | 1176 | +350 | 9.43% | Q4 2025 | Jan 29, 2026 |
| Sterling Group Wealth Management, LLC | History | Reduced | 4,062 | 298 | 0.14% | 0.14% | 1177 | -5 | -0.12% | Q4 2025 | Jan 27, 2026 |
| SJBENEN ADVISORY, LLC | History | New | 27,543 | 297 | 0.28% | — | 1179 | +27,543 | New | Q4 2025 | Jan 14, 2026 |
| DSG Capital Advisors, LLC | History | New | 3,876 | 297 | 0.05% | — | 1180 | +3,876 | New | Q4 2025 | Jan 27, 2026 |
| Edgestream Partners, L.P. | History | Reduced | 4,045 | 297 | 0.01% | 0.01% | 1178 | -65 | -1.58% | Q4 2025 | Feb 13, 2026 |
| FULTON BANK, N.A. | History | New | 4,035 | 296 | 0.01% | — | 1181 | +4,035 | New | Q4 2025 | Jan 08, 2026 |
| Adirondack Capital Advisors, LLC | History | New | 4,028 | 296 | 0.2% | — | 1184 | +4,028 | New | Q4 2025 | Feb 03, 2026 |
| Blue Trust, Inc. | History | Added to | 4,036 | 296 | 0.0% | 0.0% | 1183 | +1,457 | 56.49% | Q4 2025 | Jan 16, 2026 |
| Gilbert & Cook, Inc. | History | Reduced | 4,037 | 296 | 0.04% | 0.05% | 1182 | -1,058 | -20.77% | Q4 2025 | Jan 07, 2026 |
| CX Institutional | History | Added to | 4,010 | 295 | 0.01% | 0.01% | 1185 | +3 | 0.07% | Q4 2025 | Feb 02, 2026 |
| PROMETHIUM ADVISORS,LLC | History | No change | 4,021 | 295 | 0.16% | 0.16% | 1186 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Charles Schwab Trust Co | History | Reduced | 4,000 | 294 | 0.02% | 0.04% | 1189 | -5,000 | -55.56% | Q4 2025 | Jan 09, 2026 |
| ArchPoint Investors | History | New | 4,000 | 294 | 0.07% | — | 1187 | +4,000 | New | Q4 2025 | Feb 13, 2026 |
| Ruggiero Investments, Inc. | History | New | 4,000 | 294 | 0.27% | — | 1190 | +4,000 | New | Q4 2025 | Feb 12, 2026 |
| Clarius Group, LLC | History | No change | 4,000 | 294 | 0.02% | 0.02% | 1188 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | No change | 3,978 | 292 | 0.03% | 0.03% | 1191 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| TFB Advisors LLC | History | Reduced | 3,962 | 291 | 0.08% | 0.08% | 1192 | -35 | -0.88% | Q4 2025 | Feb 13, 2026 |
| First Bank & Trust | History | No change | 3,950 | 290 | 0.05% | 0.05% | 1193 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Cannon Financial Strategists, Inc. | History | No change | 3,946 | 290 | 0.04% | 0.04% | 1194 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Redwood Family Wealth LLC | History | New | 3,941 | 289 | 0.28% | — | 1197 | +3,941 | New | Q4 2025 | Mar 06, 2026 |
| HF Advisory Group, LLC | History | Added to | 3,929 | 289 | 0.1% | 0.09% | 1196 | +420 | 11.97% | Q4 2025 | Jan 23, 2026 |
| Tradition Wealth Management, LLC | History | Reduced | 3,933 | 289 | 0.02% | 0.02% | 1195 | -5 | -0.13% | Q4 2025 | Feb 11, 2026 |
| Fortis Capital Management LLC | History | New | 3,902 | 287 | 0.04% | — | 1198 | +3,902 | New | Q4 2025 | Feb 13, 2026 |
| Rodgers & Associates, LTD | History | New | 3,894 | 286 | 0.03% | — | 1199 | +3,894 | New | Q4 2025 | Jan 22, 2026 |
| JIM SAULNIER & ASSOCIATES, LLC | History | New | 3,877 | 285 | 0.15% | — | 1201 | +3,877 | New | Q4 2025 | Jan 29, 2026 |
| RDA Financial Network | History | Reduced | 3,880 | 285 | 0.07% | 0.07% | 1200 | -277 | -6.66% | Q4 2025 | Jan 06, 2026 |
| Meridian Financial Partners LLC | History | No change | 3,708 | 284 | 0.11% | 0.11% | 1202 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Revisor Wealth Management LLC | History | Added to | 3,720 | 283 | 0.08% | 0.07% | 1203 | +861 | 30.12% | Q4 2025 | Jan 27, 2026 |
| SpringVest Wealth Management LLC | History | Added to | 3,856 | 283 | 0.2% | 0.18% | 1204 | +487 | 14.46% | Q4 2025 | Jan 23, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 3,837 | 282 | 0.01% | 0.01% | 1205 | +32 | 0.84% | Q4 2025 | Feb 03, 2026 |
| WEALTH ALLIANCE, LLC | History | Reduced | 3,831 | 281 | 0.03% | 0.03% | 1207 | -339 | -8.13% | Q4 2025 | Feb 13, 2026 |
| Hurlow Wealth Management Group, Inc. | History | No change | 3,826 | 281 | 0.07% | 0.07% | 1206 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Sageworth Trust Co of South Dakota | History | No change | 3,801 | 279 | 0.23% | 0.26% | 1208 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| BUTENSKY & COHEN FINANCIAL SECURITY, INC | History | Reduced | 3,789 | 278 | 0.08% | 0.08% | 1209 | -98 | -2.52% | Q4 2025 | Jan 13, 2026 |
| Atlanta Consulting Group Advisors, LLC | History | Added to | 3,775 | 277 | 0.06% | 0.05% | 1210 | +720 | 23.57% | Q4 2025 | Feb 11, 2026 |
| Vivaldi Capital Management LP | History | Reduced | 3,736 | 274 | 0.04% | 0.05% | 1211 | -1,237 | -24.87% | Q4 2025 | Feb 13, 2026 |
| Mondrian Investment Partners LTD | History | Reduced | 3,718 | 273 | 0.0% | 0.01% | 1212 | -3,422 | -47.93% | Q4 2025 | Feb 09, 2026 |
| Arete Wealth Advisors, LLC | History | Added to | 3,716 | 273 | 0.02% | 0.02% | 1213 | +119 | 3.31% | Q4 2025 | Feb 13, 2026 |
| Werba Rubin Papier Wealth Management | History | Added to | 3,662 | 269 | 0.07% | 0.04% | 1214 | +37 | 1.02% | Q4 2025 | Jan 27, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 3,642 | 267 | 0.02% | 0.03% | 1216 | -704 | -16.2% | Q4 2025 | Jan 26, 2026 |
| SEI INVESTMENTS CO | History | Added to | 3,632 | 267 | 0.0% | 0.0% | 1215 | +580 | 19.0% | Q4 2025 | Feb 13, 2026 |
| Towneley Capital Management, Inc / DE | History | Reduced | 3,637 | 267 | 0.06% | 0.06% | 1217 | -74 | -1.99% | Q4 2025 | Jan 30, 2026 |
| Elwood & Goetz Wealth Advisory Group, LLC | History | No change | 3,626 | 266 | 0.05% | 0.05% | 1218 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Advisory Alpha, LLC | History | New | 3,604 | 265 | 0.01% | — | 1219 | +3,604 | New | Q4 2025 | Feb 06, 2026 |
| Radnor Capital Management, LLC | History | No change | 3,611 | 265 | 0.04% | 0.04% | 1220 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 3,600 | 264 | 0.01% | 0.01% | 1221 | +304 | 9.22% | Q4 2025 | Feb 13, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 3,588 | 263 | 0.19% | 0.17% | 1222 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| Balance Wealth, LLC | History | New | 3,563 | 262 | 0.08% | — | 1223 | +3,563 | New | Q4 2025 | Jan 21, 2026 |
| TLWM | History | No change | 3,554 | 261 | 0.05% | 0.05% | 1224 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Aurora Private Wealth, Inc. | History | New | 3,583 | 260 | 0.17% | — | 1226 | +3,583 | New | Q4 2025 | Feb 02, 2026 |
| Fortress Financial Solutions, LLC | History | New | 3,544 | 260 | 0.27% | — | 1227 | +3,544 | New | Q4 2025 | Jan 23, 2026 |
| COLTON GROOME FINANCIAL ADVISORS, LLC | History | No change | 3,535 | 260 | 0.07% | 0.08% | 1225 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Financial Planning Hawaii, Inc. | History | New | 3,533 | 259 | 0.15% | — | 1230 | +3,533 | New | Q4 2025 | Jan 15, 2026 |
| J. Derek Lewis & Associates Inc. | History | New | 3,532 | 259 | 0.06% | — | 1229 | +3,532 | New | Q4 2025 | Mar 23, 2026 |
| QUARRY HILL ADVISORS, LLC | History | Reduced | 3,528 | 259 | 0.12% | 0.13% | 1228 | -14 | -0.4% | Q4 2025 | Jan 26, 2026 |
| Hobbs Group Advisors, LLC | History | Added to | 3,512 | 258 | 0.08% | 0.08% | 1231 | +2 | 0.06% | Q4 2025 | Jan 28, 2026 |
| TCTC Holdings, LLC | History | No change | 3,506 | 257 | 0.01% | 0.01% | 1232 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Interchange Capital Partners, LLC | History | No change | 3,500 | 257 | 0.05% | 0.05% | 1233 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| MELFA WEALTH MANAGEMENT, INC. | History | No change | 3,507 | 257 | 0.15% | 0.15% | 1234 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 3,488 | 256 | 0.0% | 0.0% | 1237 | -594 | -14.55% | Q4 2025 | Feb 10, 2026 |
| Gradient Investments LLC | History | Added to | 3,489 | 256 | 0.0% | 0.0% | 1235 | +136 | 4.06% | Q4 2025 | Jan 08, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | No change | 3,485 | 256 | 0.02% | 0.02% | 1236 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| GM Advisory Group, LLC | History | Added to | 3,473 | 255 | 0.01% | 0.01% | 1239 | +244 | 7.56% | Q4 2025 | Feb 13, 2026 |
| Essex Financial Services, Inc. | History | Added to | 3,468 | 255 | 0.01% | 0.01% | 1238 | +239 | 7.4% | Q4 2025 | Feb 10, 2026 |
| Thrive Capital Management, LLC | History | Added to | 3,462 | 254 | 0.06% | 0.06% | 1240 | +50 | 1.47% | Q4 2025 | Feb 09, 2026 |
| Aspen Grove Capital, LLC | History | Added to | 3,443 | 253 | 0.04% | 0.03% | 1242 | +601 | 21.15% | Q4 2025 | Feb 17, 2026 |
| Capital Planning Advisors, LLC | History | No change | 3,440 | 253 | 0.03% | 0.03% | 1241 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Certified Advisory Corp | History | Added to | 3,414 | 251 | 0.02% | 0.02% | 1243 | +118 | 3.58% | Q4 2025 | Jan 12, 2026 |
| LPWM LLC | History | Added to | 3,421 | 251 | 0.06% | 0.06% | 1244 | +11 | 0.32% | Q4 2025 | Jan 06, 2026 |
| PETRA FINANCIAL ADVISORS INC | History | Added to | 3,408 | 250 | 0.15% | 0.14% | 1245 | +15 | 0.44% | Q4 2025 | Jan 21, 2026 |
| Altiora Financial Group, LLC | History | No change | 3,410 | 250 | 0.04% | 0.04% | 1246 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Pekin Hardy Strauss, Inc. | History | New | 3,361 | 247 | 0.02% | — | 1247 | +3,361 | New | Q4 2025 | Jan 30, 2026 |
| Kathmere Capital Management, LLC | History | Reduced | 3,361 | 247 | 0.02% | 0.02% | 1249 | -31 | -0.91% | Q4 2025 | Jan 13, 2026 |
| CNB Bank | History | No change | 3,370 | 247 | 0.1% | 0.1% | 1248 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Tacita Capital Inc | History | No change | 3,365 | 247 | 0.14% | 0.15% | 1250 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Optivise Advisory Services LLC | History | No change | 3,371 | 247 | 0.14% | 0.14% | 1251 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| MASECO LLP | History | New | 3,355 | 246 | 0.01% | — | 1255 | +3,355 | New | Q4 2025 | Jan 22, 2026 |
| CHARTER RESEARCH & INVESTMENT GROUP, INC. | History | No change | 3,350 | 246 | 0.16% | 0.17% | 1252 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| CSM Advisors, LLC | History | No change | 3,350 | 246 | 0.01% | 0.01% | 1253 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Alpha Financial Advisors, LLC | History | No change | 3,349 | 246 | 0.08% | 0.08% | 1254 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| MONTAG A & ASSOCIATES INC | History | New | 3,340 | 245 | 0.01% | — | 1256 | +3,340 | New | Q4 2025 | Feb 02, 2026 |
| Liberty Atlantic Advisors LLC | History | New | 3,335 | 245 | 0.24% | — | 1258 | +3,335 | New | Q4 2025 | Feb 03, 2026 |
| TRAPHAGEN INVESTMENT ADVISORS LLC | History | New | 3,333 | 245 | 0.02% | — | 1257 | +3,333 | New | Q4 2025 | Jan 27, 2026 |
| Checchi Capital Advisers, LLC | History | Reduced | 3,327 | 244 | 0.01% | 0.01% | 1259 | -330 | -9.02% | Q4 2025 | Jan 27, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 3,309 | 243 | 0.02% | 0.02% | 1261 | +260 | 8.53% | Q4 2025 | Feb 12, 2026 |
| Dominguez Wealth Management Solutions, Inc. | History | Reduced | 3,308 | 243 | 0.15% | 0.15% | 1260 | -53 | -1.58% | Q4 2025 | Jan 15, 2026 |
| Pacific Sage Partners, LLC | History | No change | 3,290 | 242 | 0.04% | 0.04% | 1262 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Added to | 3,284 | 241 | 0.05% | 0.04% | 1263 | +544 | 19.85% | Q4 2025 | Feb 09, 2026 |
| First National Advisers, LLC | History | Added to | 3,263 | 240 | 0.03% | 0.03% | 1265 | +350 | 12.02% | Q4 2025 | Feb 04, 2026 |
| Tufton Capital Management | History | No change | 3,270 | 240 | 0.04% | 0.04% | 1264 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| eCIO, Inc. | History | Added to | 3,256 | 239 | 0.11% | 0.09% | 1266 | +55 | 1.72% | Q4 2025 | Jan 20, 2026 |
| Wealth Group Ltd | History | No change | 3,238 | 238 | 0.05% | 0.05% | 1267 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Brand Asset Management Group, Inc. | History | No change | 3,209 | 236 | 0.07% | 0.06% | 1268 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| BSW Wealth Partners | History | Added to | 3,199 | 235 | 0.03% | 0.03% | 1270 | +40 | 1.27% | Q4 2025 | Jan 23, 2026 |
| Cypress Capital Group | History | No change | 3,200 | 235 | 0.03% | 0.03% | 1269 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Reduced | 3,182 | 234 | 0.01% | 0.01% | 1271 | -490 | -13.34% | Q4 2025 | Feb 03, 2026 |
| Gryphon Financial Partners LLC | History | Reduced | 3,192 | 234 | 0.03% | 0.03% | 1272 | -157 | -4.69% | Q4 2025 | Jan 08, 2026 |
| EdgeRock Capital LLC | History | New | 3,170 | 233 | 0.06% | — | 1276 | +3,170 | New | Q4 2025 | Jan 14, 2026 |
| LongView Wealth Management | History | New | 3,041 | 233 | 0.06% | — | 1278 | +3,041 | New | Q4 2025 | Jan 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 3,175 | 233 | 0.01% | 0.01% | 1273 | -78 | -2.4% | Q4 2025 | Feb 10, 2026 |
| Owen LaRue, LLC | History | Added to | 3,174 | 233 | 0.09% | 0.09% | 1277 | +19 | 0.6% | Q4 2025 | Feb 05, 2026 |
| MAIRS & POWER INC | History | No change | 3,178 | 233 | 0.0% | 0.0% | 1274 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Legacy Private Trust Co. | History | No change | 3,168 | 233 | 0.01% | 0.01% | 1275 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| GK Wealth Management LLC | History | Reduced | 3,155 | 232 | 0.15% | 0.17% | 1280 | -23 | -0.72% | Q4 2025 | Jan 05, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | No change | 3,166 | 232 | 0.04% | 0.04% | 1279 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Confluence Wealth Services, Inc. | History | No change | 3,141 | 231 | 0.01% | 0.01% | 1281 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| D L CARLSON INVESTMENT GROUP INC | History | Added to | 3,128 | 230 | 0.04% | 0.04% | 1282 | +42 | 1.36% | Q4 2025 | Feb 17, 2026 |
| Legacy Advisors, LLC | History | New | 3,116 | 229 | 0.02% | — | 1283 | +3,116 | New | Q4 2025 | Jan 27, 2026 |
| Golden Reserve Retirement LLC | History | New | 3,105 | 228 | 0.04% | — | 1287 | +3,105 | New | Q4 2025 | Jan 29, 2026 |
| Morton Capital Management LLC/CA | History | Added to | 3,113 | 228 | 0.04% | 0.04% | 1286 | +55 | 1.8% | Q4 2025 | Feb 03, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 3,112 | 228 | 0.07% | 0.07% | 1284 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Aspiring Ventures, LLC | History | No change | 3,100 | 228 | 0.08% | 0.08% | 1285 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Independence Bank of Kentucky | History | Reduced | 3,089 | 227 | 0.03% | 0.03% | 1289 | -350 | -10.18% | Q4 2025 | Jan 20, 2026 |
| Fort Vancouver Investment Management, LLC | History | Reduced | 3,093 | 227 | 0.12% | 0.12% | 1290 | -5 | -0.16% | Q4 2025 | Feb 06, 2026 |
| Ellevest, Inc. | History | No change | 3,091 | 227 | 0.03% | 0.03% | 1288 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | Reduced | 3,082 | 226 | 0.01% | 0.02% | 1292 | -49 | -1.56% | Q4 2025 | Feb 09, 2026 |
| SilverOak Wealth Management LLC | History | No change | 3,073 | 226 | 0.04% | 0.04% | 1291 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 2,940 | 224 | 0.01% | 0.01% | 1295 | +139 | 4.96% | Q4 2025 | Feb 03, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 3,058 | 224 | 0.03% | 0.03% | 1293 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Quadcap Wealth Management, LLC | History | No change | 3,050 | 224 | 0.03% | 0.03% | 1294 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Mason Investment Advisory Services, Inc. | History | Added to | 3,035 | 223 | 0.01% | 0.01% | 1297 | +6 | 0.2% | Q4 2025 | Feb 12, 2026 |
| Bath Savings Trust Co | History | No change | 3,045 | 223 | 0.02% | 0.02% | 1296 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Bluebird Wealth Management LLC | History | New | 3,024 | 222 | 0.21% | — | 1299 | +3,024 | New | Q4 2025 | Feb 03, 2026 |
| Hurley Capital, LLC | History | Added to | 3,024 | 222 | 0.12% | 0.04% | 1298 | +1,894 | 167.61% | Q4 2025 | Feb 17, 2026 |
| Cornerstone Wealth Advisors, Inc. | History | Reduced | 3,008 | 221 | 0.05% | 0.05% | 1301 | -25 | -0.82% | Q4 2025 | Jan 14, 2026 |
| Element Wealth, LLC | History | No change | 3,015 | 221 | 0.09% | 0.09% | 1300 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| August Group Capital Ltd | History | New | 2,995 | 220 | 0.24% | — | 1304 | +2,995 | New | Q4 2025 | Feb 12, 2026 |
| COURIER CAPITAL LLC | History | No change | 3,000 | 220 | 0.01% | 0.01% | 1302 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| INTEGRAL INVESTMENT ADVISORS, INC. | History | No change | 3,000 | 220 | 0.05% | 0.06% | 1303 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Advance Capital Management, Inc. | History | New | 2,990 | 219 | 0.01% | — | 1305 | +2,990 | New | Q4 2025 | Jan 06, 2026 |
| ELEMENT POINTE ADVISORS, LLC | History | New | 2,990 | 219 | 0.04% | — | 1306 | +2,990 | New | Q4 2025 | Feb 13, 2026 |
| Jessup Wealth Management, Inc | History | Added to | 2,980 | 219 | 0.07% | 0.08% | 1307 | +6 | 0.2% | Q4 2025 | Feb 11, 2026 |
| Long Run Wealth Advisors, LLC | History | New | 2,977 | 218 | 0.04% | — | 1309 | +2,977 | New | Q4 2025 | Feb 02, 2026 |
| Altus Wealth Group LLC | History | No change | 2,969 | 218 | 0.09% | 0.09% | 1308 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Omega Financial Group, LLC | History | Added to | 2,956 | 217 | 0.07% | 0.07% | 1310 | +40 | 1.37% | Q4 2025 | Jan 28, 2026 |
| Trivium Point Advisory, LLC | History | Reduced | 2,923 | 215 | 0.02% | 0.03% | 1311 | -806 | -21.61% | Q4 2025 | Jan 26, 2026 |
| KFA Private Wealth Group, LLC | History | No change | 2,917 | 214 | 0.05% | 0.06% | 1312 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Attessa Capital LLC | History | No change | 2,920 | 214 | 0.12% | 0.12% | 1313 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| Evolution Wealth Advisors, LLC | History | Added to | 2,903 | 213 | 0.02% | 0.03% | 1315 | +14 | 0.48% | Q4 2025 | Jan 12, 2026 |
| VISTA INVESTMENT MANAGEMENT | History | No change | 2,898 | 213 | 0.07% | 0.07% | 1314 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Castleview Partners, LLC | History | New | 2,892 | 212 | 0.11% | — | 1316 | +2,892 | New | Q4 2025 | Jan 12, 2026 |
| Sterling Investment Counsel, LLC | History | Added to | 2,894 | 212 | 0.06% | 0.07% | 1318 | +15 | 0.52% | Q4 2025 | Jan 27, 2026 |
| Key FInancial Inc | History | No change | 2,883 | 212 | 0.04% | 0.04% | 1317 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| SageView Advisory Group, LLC | History | New | 2,854 | 209 | 0.01% | — | 1320 | +2,854 | New | Q4 2025 | Feb 17, 2026 |
| Ardent Capital Management, Inc. | History | No change | 2,850 | 209 | 0.08% | 0.09% | 1319 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Atala Financial Inc | History | No change | 2,854 | 209 | 0.13% | 0.13% | 1321 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Santori & Peters, Inc. | History | Reduced | 2,837 | 208 | 0.07% | 0.07% | 1322 | -94 | -3.21% | Q4 2025 | Jan 15, 2026 |
| Wealthstar Advisors, LLC | History | New | 2,805 | 206 | 0.09% | — | 1323 | +2,805 | New | Q4 2025 | Jan 30, 2026 |
| Breachway Investments LLC | History | New | 2,800 | 205 | 0.22% | — | 1327 | +2,800 | New | Q4 2025 | Jan 27, 2026 |
| Francis Financial, Inc. | History | New | 2,798 | 205 | 0.04% | — | 1325 | +2,798 | New | Q4 2025 | Feb 11, 2026 |
| Capital Management Associates, Inc | History | New | 2,795 | 205 | 0.05% | — | 1326 | +2,795 | New | Q4 2025 | Jan 21, 2026 |
| CAMBIAR INVESTORS LLC | History | New | 2,794 | 205 | 0.01% | — | 1324 | +2,794 | New | Q4 2025 | Jan 23, 2026 |
| OPTIMA CAPITAL LLC | History | New | 2,759 | 202 | 0.09% | — | 1330 | +2,759 | New | Q4 2025 | Jan 23, 2026 |
| TPG Financial Advisors, LLC | History | New | 2,753 | 202 | 0.07% | — | 1329 | +2,753 | New | Q4 2025 | Feb 06, 2026 |
| FULTON BREAKEFIELD BROENNIMAN LLC | History | New | 2,752 | 202 | 0.01% | — | 1328 | +2,752 | New | Q4 2025 | Jan 21, 2026 |
| Rockline Wealth Management, LLC | History | New | 2,739 | 201 | 0.04% | — | 1331 | +2,739 | New | Q4 2025 | Feb 10, 2026 |
| Clearstead Trust, LLC | History | Reduced | 2,721 | 200 | 0.03% | 0.03% | 1332 | -37 | -1.34% | Q4 2025 | Feb 09, 2026 |
| CHAPMAN FINANCIAL GROUP, LLC | History | No change | 2,711 | 199 | 0.14% | 0.13% | 1333 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| LFA - Lugano Financial Advisors SA | History | No change | 2,680 | 197 | 0.1% | 0.1% | 1334 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Ares Financial Consulting, LLC | History | New | 2,661 | 195 | 0.19% | — | 1335 | +2,661 | New | Q4 2025 | Jan 30, 2026 |
| Fairman Group, LLC | History | Added to | 2,642 | 194 | 0.16% | 0.04% | 1336 | +1,892 | 252.27% | Q4 2025 | Feb 13, 2026 |
| Quaker Wealth Management, LLC | History | Added to | 2,605 | 191 | 0.06% | 0.06% | 1337 | +30 | 1.17% | Q4 2025 | Jan 28, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | Added to | 2,571 | 189 | 0.06% | 0.04% | 1338 | +1,051 | 69.14% | Q4 2025 | Jan 27, 2026 |
| Medallion Wealth Advisors, LLC | History | Reduced | 2,536 | 186 | 0.06% | 0.06% | 1339 | -2 | -0.08% | Q4 2025 | Apr 24, 2026 |
| GW&K Investment Management, LLC | History | No change | 2,495 | 184 | 0.0% | 0.0% | 1340 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| NEW ENGLAND ASSET MANAGEMENT INC | History | New | 2,500 | 183 | 0.02% | — | 1342 | +2,500 | New | Q4 2025 | Feb 17, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 2,475 | 183 | 0.06% | 0.04% | 1341 | +934 | 60.61% | Q4 2025 | Feb 10, 2026 |
| Intelligent Financial Strategies | History | Added to | 2,474 | 182 | 0.09% | 0.08% | 1343 | +137 | 5.86% | Q4 2025 | Jan 26, 2026 |
| Cornerstone Planning Group LLC | History | Reduced | 2,220 | 174 | 0.03% | 2.89% | 1344 | -293,039 | -99.25% | Q4 2025 | Feb 02, 2026 |
| Sound Income Strategies, LLC | History | Added to | 2,247 | 172 | 0.01% | 0.01% | 1345 | +572 | 34.15% | Q4 2025 | Jan 21, 2026 |
| Horizon Investments, LLC | History | New | 1,820 | 171 | 0.0% | — | 1346 | +1,820 | New | Q4 2025 | Feb 02, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 2,200 | 161 | 0.03% | 0.03% | 1347 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Copeland Capital Management, LLC | History | New | 2,171 | 159 | 0.0% | — | 1348 | +2,171 | New | Q4 2025 | Jan 29, 2026 |
| Larson Financial Group LLC | History | Added to | 2,106 | 154 | 0.01% | 0.01% | 1349 | +34 | 1.64% | Q4 2025 | Feb 06, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Added to | 2,035 | 149 | 0.05% | 0.05% | 1350 | +34 | 1.7% | Q4 2025 | Jan 09, 2026 |
| Frazier Financial Advisors, LLC | History | Added to | 2,006 | 147 | 0.09% | 0.09% | 1351 | +34 | 1.72% | Q4 2025 | Feb 09, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 1,995 | 146 | 0.02% | 0.02% | 1352 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Financial Perspectives, Inc | History | Added to | 1,972 | 145 | 0.04% | 0.03% | 1353 | +362 | 22.48% | Q4 2025 | Jan 28, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 1,948 | 143 | 0.01% | 0.01% | 1354 | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| USA FINANCIAL FORMULAS | History | Reduced | 1,923 | 141 | 0.03% | 0.17% | 1356 | -11,986 | -86.17% | Q4 2025 | Jan 14, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 1,919 | 141 | 0.01% | 0.01% | 1355 | +338 | 21.38% | Q4 2025 | Feb 13, 2026 |
| Center for Financial Planning, Inc. | History | No change | 1,909 | 140 | 0.01% | 0.01% | 1357 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Bogart Wealth, LLC | History | Added to | 1,872 | 137 | 0.01% | 0.0% | 1358 | +766 | 69.26% | Q4 2025 | Jan 30, 2026 |
| Bollard Group LLC | History | Added to | 1,794 | 132 | 0.0% | 0.0% | 1359 | +31 | 1.76% | Q4 2025 | Feb 13, 2026 |
| Garton & Associates Financial Advisors LLC | History | New | 1,790 | 131 | 0.07% | — | 1360 | +1,790 | New | Q4 2025 | Feb 18, 2026 |
| Indiana Trust & Investment Management Co | History | No change | 1,743 | 128 | 0.04% | 0.04% | 1361 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| LGT Financial Advisors LLC | History | No change | 1,745 | 128 | 0.78% | 0.27% | 1362 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Meramec Financial Planners, LLC | History | New | 1,579 | 125 | 0.05% | — | 1364 | +1,579 | New | Q4 2025 | Feb 10, 2026 |
| KERR FINANCIAL PLANNING Corp | History | Added to | 1,670 | 125 | 0.17% | 0.08% | 1363 | +835 | 100.0% | Q4 2025 | Feb 10, 2026 |
| Provident Wealth Management, LLC | History | No change | 1,666 | 122 | 0.04% | 0.04% | 1365 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Evolution Advisers, Inc. | History | No change | 1,649 | 121 | 0.05% | 0.05% | 1366 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Heritage Wealth Advisors | History | Added to | 1,608 | 118 | 0.0% | 0.0% | 1367 | +15 | 0.94% | Q4 2025 | Feb 13, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 1,554 | 114 | 0.01% | 0.01% | 1368 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Legacy Bridge, LLC | History | No change | 1,552 | 114 | 0.05% | 0.05% | 1369 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Zeit Capital LLC | History | Added to | 1,546 | 113 | 0.08% | 0.07% | 1370 | +7 | 0.45% | Q4 2025 | Jan 26, 2026 |
| Beacon Financial Strategies CORP | History | New | 1,514 | 111 | 0.06% | — | 1372 | +1,514 | New | Q4 2025 | Jan 12, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 1,516 | 111 | 0.04% | 0.04% | 1371 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| First Pacific Financial | History | New | 1,393 | 102 | 0.01% | — | 1373 | +1,393 | New | Q4 2025 | Jan 16, 2026 |
| GHP Investment Advisors, Inc. | History | New | 1,376 | 101 | 0.0% | — | 1374 | +1,376 | New | Q4 2025 | Jan 27, 2026 |
| Pacifica Partners Inc. | History | Added to | 1,339 | 100 | 0.04% | 0.03% | 1375 | +11 | 0.83% | Q4 2025 | Jan 09, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 1,363 | 100 | 0.04% | 0.04% | 1376 | +3 | 0.22% | Q4 2025 | Jan 22, 2026 |
| Versant Capital Management, Inc | History | No change | 1,345 | 98 | 0.01% | 0.01% | 1377 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Bear Mountain Capital, Inc. | History | No change | 1,240 | 95 | 0.03% | 0.03% | 1378 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Financial Freedom, LLC | History | Added to | 1,269 | 93 | 0.05% | 0.04% | 1379 | +21 | 1.68% | Q4 2025 | Feb 17, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | New | 1,260 | 92 | 0.0% | — | 1380 | +1,260 | New | Q4 2025 | Jan 23, 2026 |
| TFC Financial Management, Inc. | History | No change | 1,246 | 91 | 0.01% | 0.01% | 1381 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Ankerstar Wealth, LLC | History | New | 1,223 | 90 | 0.09% | — | 1382 | +1,223 | New | Q4 2025 | Feb 12, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 1,215 | 89 | 0.0% | 0.0% | 1383 | +776 | 176.77% | Q4 2025 | Feb 09, 2026 |
| Copia Wealth Management | History | No change | 1,152 | 84 | 0.06% | 0.06% | 1384 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Biltmore Family Office, LLC | History | New | 1,105 | 81 | 0.01% | — | 1385 | +1,105 | New | Q4 2025 | Feb 04, 2026 |
| Wealth Watch Advisors, INC | History | New | 1,102 | 81 | 0.03% | — | 1386 | +1,102 | New | Q4 2025 | Feb 17, 2026 |
| Bangor Savings Bank | History | No change | 1,045 | 76 | 0.01% | 0.01% | 1387 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Community Bank, N.A. | History | No change | 1,034 | 76 | 0.01% | 0.01% | 1388 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Horizons Wealth Management | History | No change | 1,014 | 74 | 0.05% | 0.05% | 1389 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 998 | 73 | 0.05% | 0.05% | 1390 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 982 | 72 | 0.0% | — | 1391 | +982 | New | Q4 2025 | Feb 03, 2026 |
| Activest Wealth Management | History | No change | 967 | 71 | 0.01% | 0.01% | 1392 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Arlington Trust Co LLC | History | No change | 955 | 70 | 0.01% | 0.01% | 1393 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Clayton Financial Group LLC | History | No change | 947 | 69 | 0.04% | 0.05% | 1394 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| BARCLAYS PLC | History | Reduced | 935 | 68 | 0.0% | 0.0% | 1395 | -10,200 | -91.6% | Q4 2025 | Feb 13, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 935 | 68 | 0.01% | 0.01% | 1396 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Crewe Advisors LLC | History | No change | 936 | 68 | 0.01% | 0.01% | 1397 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | New | 910 | 66 | 0.02% | — | 1398 | +910 | New | Q4 2025 | Jan 20, 2026 |
| Monetary Solutions, Ltd | History | New | 903 | 66 | 0.07% | — | 1400 | +903 | New | Q4 2025 | Feb 23, 2026 |
| North Ridge Wealth Advisors, Inc. | History | No change | 900 | 66 | 0.04% | 0.04% | 1399 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Family Manage LLC | History | Added to | 895 | 65 | 0.01% | 0.01% | 1401 | +16 | 1.82% | Q4 2025 | Feb 17, 2026 |
| ORG Partners LLC | History | Added to | 836 | 61 | 0.01% | 0.0% | 1404 | +756 | 945.0% | Q4 2025 | Jan 14, 2026 |
| Vermillion Wealth Management, Inc. | History | Added to | 839 | 61 | 0.02% | 0.02% | 1403 | +1 | 0.12% | Q4 2025 | Feb 11, 2026 |
| Mascoma Wealth Management LLC | History | No change | 839 | 61 | 0.01% | 0.01% | 1402 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Salomon & Ludwin, LLC | History | No change | 799 | 60 | 0.01% | 0.01% | 1405 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| CDKV HOLDINGS LLC | History | New | 805 | 59 | 0.05% | — | 1408 | +805 | New | Q4 2025 | Feb 17, 2026 |
| Westside Investment Management, Inc. | History | No change | 803 | 59 | 0.01% | 0.01% | 1406 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Private Wealth Management Group, LLC | History | No change | 805 | 59 | 0.02% | 0.02% | 1407 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| GABLES CAPITAL MANAGEMENT INC. | History | No change | 800 | 58 | 0.02% | 0.02% | 1409 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Pandora Wealth, Inc. | History | No change | 795 | 58 | 0.04% | 0.03% | 1410 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Luminist Capital LLC | History | No change | 779 | 57 | 0.07% | 0.05% | 1411 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CoreFirst Bank & Trust | History | New | 774 | 56 | 0.03% | — | 1412 | +774 | New | Q4 2025 | Feb 11, 2026 |
| Founders Financial Alliance, LLC | History | Reduced | 751 | 55 | 0.01% | 0.01% | 1413 | -290 | -27.86% | Q4 2025 | Feb 12, 2026 |
| Clark Wealth Partners | History | No change | 748 | 55 | 0.03% | 0.03% | 1414 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | Reduced | 744 | 54 | 0.01% | 0.01% | 1415 | -200 | -21.19% | Q4 2025 | Jan 20, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 685 | 50 | 0.01% | 0.01% | 1416 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Miller Capital Partners, Inc. | History | New | 674 | 49 | 0.02% | — | 1420 | +674 | New | Q4 2025 | Feb 17, 2026 |
| Dorato Capital Management | History | New | 644 | 49 | 0.04% | — | 1419 | +644 | New | Q4 2025 | Jan 16, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | Added to | 669 | 49 | 0.03% | 0.03% | 1418 | +34 | 5.35% | Q4 2025 | Feb 18, 2026 |
| Addison Advisors LLC | History | No change | 671 | 49 | 0.01% | 0.01% | 1417 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| PFS Partners, LLC | History | Added to | 640 | 47 | 0.02% | 0.02% | 1421 | +189 | 41.91% | Q4 2025 | Jan 16, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 640 | 47 | 0.04% | 0.04% | 1423 | +11 | 1.75% | Q4 2025 | Jan 26, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 652 | 47 | 0.03% | 0.03% | 1422 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Abound Wealth Management | History | Reduced | 628 | 46 | 0.01% | 0.01% | 1424 | -87 | -12.17% | Q4 2025 | Jan 12, 2026 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | History | No change | 607 | 44 | 0.01% | 0.01% | 1425 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Graney & King, LLC | History | No change | 601 | 44 | 0.03% | 0.03% | 1426 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Washington Trust Advisors, Inc. | History | Added to | 589 | 43 | 0.0% | 0.0% | 1428 | +345 | 141.39% | Q4 2025 | Feb 03, 2026 |
| BFSG, LLC | History | No change | 593 | 43 | 0.0% | 0.0% | 1427 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Triumph Capital Management | History | New | 560 | 41 | 0.01% | — | 1429 | +560 | New | Q4 2025 | Feb 12, 2026 |
| Kentucky Trust Co | History | No change | 555 | 40 | 0.02% | 0.02% | 1430 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| United Community Bank | History | New | 513 | 37 | 0.01% | — | 1432 | +513 | New | Q4 2025 | Jan 30, 2026 |
| Greykasell Wealth Strategies, Inc. | History | Added to | 516 | 37 | 0.01% | 0.02% | 1433 | +8 | 1.57% | Q4 2025 | Feb 11, 2026 |
| Centerpoint Advisors, LLC | History | No change | 500 | 37 | 0.01% | 0.01% | 1431 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Aventura Private Wealth, LLC | History | No change | 513 | 37 | 0.01% | 0.01% | 1434 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| HighMark Wealth Management LLC | History | Added to | 486 | 35 | 0.01% | 0.01% | 1436 | +8 | 1.67% | Q4 2025 | Feb 05, 2026 |
| TSFG, LLC | History | No change | 478 | 35 | 0.01% | 0.01% | 1435 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| PINNEY & SCOFIELD, INC. | History | No change | 470 | 34 | 0.02% | 0.02% | 1437 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Reduced | 459 | 33 | 0.03% | 0.03% | 1438 | -1 | -0.22% | Q4 2025 | Jan 29, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 435 | 31 | 0.0% | 0.0% | 1439 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Cheviot Value Management, LLC | History | No change | 402 | 31 | 0.0% | 0.0% | 1440 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| BERNZOTT CAPITAL ADVISORS | History | New | 400 | 29 | 0.01% | — | 1441 | +400 | New | Q4 2025 | Feb 03, 2026 |
| GGM Financials LLC | History | Added to | 406 | 29 | 0.01% | 0.01% | 1442 | +7 | 1.75% | Q4 2025 | Feb 04, 2026 |
| Trust Co | History | New | 371 | 27 | 0.0% | — | 1443 | +371 | New | Q4 2025 | Jan 15, 2026 |
| Stephens Consulting, LLC | History | No change | 372 | 27 | 0.01% | 0.01% | 1444 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Colonial Trust Co / SC | History | No change | 350 | 25 | 0.0% | 0.0% | 1445 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Princeton Global Asset Management LLC | History | New | 325 | 23 | 0.0% | — | 1447 | +325 | New | Q4 2025 | Jan 20, 2026 |
| SUMMER ROAD LLC | History | New | 319 | 23 | 0.02% | — | 1446 | +319 | New | Q4 2025 | Feb 11, 2026 |
| Timmons Wealth Management, LLC | History | New | 292 | 21 | 0.02% | — | 1448 | +292 | New | Q4 2025 | Feb 12, 2026 |
| Cornerstone Financial Management LLC | History | New | 282 | 20 | 0.02% | — | 1449 | +282 | New | Q4 2025 | Feb 13, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | New | 260 | 19 | 0.01% | — | 1451 | +260 | New | Q4 2025 | Mar 05, 2026 |
| Nemes Rush Group LLC | History | Added to | 270 | 19 | 0.0% | 0.0% | 1450 | +5 | 1.89% | Q4 2025 | Feb 11, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | New | 255 | 18 | 0.01% | — | 1455 | +255 | New | Q4 2025 | Feb 19, 2026 |
| Fourth Dimension Wealth, LLC | History | Reduced | 255 | 18 | 0.01% | 0.01% | 1454 | -8 | -3.04% | Q4 2025 | Feb 04, 2026 |
| Financial Connections Group, Inc. | History | Added to | 254 | 18 | 0.01% | 0.01% | 1453 | +4 | 1.6% | Q4 2025 | Jan 23, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 255 | 18 | 0.0% | 0.0% | 1452 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| NorthAvenue LLC | History | New | 241 | 17 | 0.01% | — | 1457 | +241 | New | Q4 2025 | Apr 02, 2026 |
| McMillan Office, Inc. | History | New | 236 | 17 | 0.0% | — | 1456 | +236 | New | Q4 2025 | Feb 12, 2026 |
| Crews Bank & Trust | History | New | 218 | 16 | 0.0% | — | 1458 | +218 | New | Q4 2025 | Jan 21, 2026 |
| Quent Capital, LLC | History | New | 205 | 15 | 0.0% | — | 1460 | +205 | New | Q4 2025 | Jan 29, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | No change | 216 | 15 | 0.01% | 0.01% | 1459 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| JDM Financial Group LLC | History | Reduced | 203 | 14 | 0.01% | 0.02% | 1464 | -441 | -68.48% | Q4 2025 | Feb 02, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | No change | 178 | 14 | 0.01% | 0.01% | 1461 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Hanson & Doremus Investment Management | History | No change | 190 | 14 | 0.0% | 0.0% | 1462 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Piscataqua Savings Bank | History | No change | 200 | 14 | 0.01% | 0.01% | 1463 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Westend Capital Management, LLC | History | No change | 185 | 13 | 0.0% | 0.0% | 1465 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Aberdeen Wealth Management LLC | History | No change | 185 | 13 | 0.01% | 0.01% | 1466 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| GoalVest Advisory LLC | History | No change | 166 | 12 | 0.0% | 0.0% | 1467 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | No change | 175 | 12 | 0.0% | 0.0% | 1468 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | New | 160 | 11 | 0.0% | — | 1469 | +160 | New | Q4 2025 | Feb 05, 2026 |
| ORG Wealth Partners, LLC | History | No change | 151 | 11 | 0.0% | 0.0% | 1470 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Motiv8 Investments LLC | History | New | 131 | 10 | 0.01% | — | 1474 | +131 | New | Q4 2025 | Feb 13, 2026 |
| ST GERMAIN D J CO INC | History | No change | 140 | 10 | 0.0% | 0.0% | 1471 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| ALERUS FINANCIAL NA | History | No change | 140 | 10 | 0.0% | 0.0% | 1472 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Hartford Financial Management Inc. | History | No change | 137 | 10 | 0.0% | 0.0% | 1473 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| MidFirst Bank | History | New | 125 | 9 | 0.0% | — | 1478 | +125 | New | Q4 2025 | Feb 25, 2026 |
| Global Trust Asset Management, LLC | History | No change | 132 | 9 | 0.0% | 0.0% | 1475 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| SJS Investment Consulting Inc. | History | No change | 135 | 9 | 0.0% | 0.0% | 1476 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 125 | 9 | 0.0% | 0.0% | 1477 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | New | 112 | 8 | 0.0% | — | 1480 | +112 | New | Q4 2025 | Jan 22, 2026 |
| PEOPLES FINANCIAL SERVICES CORP. | History | No change | 120 | 8 | 0.0% | 0.0% | 1479 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Key Capital Management, INC | History | New | 100 | 7 | 0.01% | — | 1485 | +100 | New | Q4 2025 | Jan 26, 2026 |
| United Financial Planning Group LLC | History | Added to | 105 | 7 | 0.0% | 0.0% | 1484 | +2 | 1.94% | Q4 2025 | Feb 11, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | No change | 105 | 7 | 0.0% | 0.0% | 1481 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Rialto Wealth Management, LLC | History | No change | 99 | 7 | 0.0% | 0.0% | 1482 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Holos Integrated Wealth LLC | History | No change | 101 | 7 | 0.0% | 0.0% | 1483 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Darwin Wealth Management, LLC | History | Added to | 84 | 6 | 0.0% | 0.0% | 1487 | +1 | 1.2% | Q4 2025 | Jan 22, 2026 |
| Sunbelt Securities, Inc. | History | No change | 89 | 6 | 0.0% | 0.0% | 1486 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| Creative Capital Management Investments LLC | History | No change | 93 | 6 | 0.0% | 0.0% | 1488 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Delos Wealth Advisors, LLC | History | No change | 76 | 5 | 0.0% | 0.0% | 1489 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| 1 NORTH WEALTH SERVICES LLC | History | No change | 58 | 4 | 0.0% | 0.0% | 1490 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| IAG Wealth Partners, LLC | History | No change | 61 | 4 | 0.0% | 0.0% | 1491 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| FINANCIAL CONSULATE, INC | History | Reduced | 44 | 3 | 0.0% | 0.0% | 1493 | -59 | -57.28% | Q4 2025 | Jan 22, 2026 |
| STEPH & CO | History | New | 44 | 3 | 0.0% | — | 1492 | +44 | New | Q4 2025 | Jan 23, 2026 |
| Valued Wealth Advisors LLC | History | No change | 50 | 3 | 0.0% | 0.0% | 1494 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 40 | 2 | 0.0% | — | 1505 | +40 | New | Q4 2025 | Feb 09, 2026 |
| Turning Point Benefit Group, Inc. | History | New | 36 | 2 | 0.0% | — | 1500 | +36 | New | Q4 2025 | Jan 30, 2026 |
| Strategic Advocates LLC | History | Added to | 36 | 2 | 0.0% | 0.0% | 1499 | +21 | 140.0% | Q4 2025 | Feb 11, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 40 | 2 | 0.0% | 0.0% | 1495 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| COUNTRY TRUST BANK | History | No change | 30 | 2 | 0.0% | 0.0% | 1496 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| REDMONT WEALTH ADVISORS LLC | History | No change | 40 | 2 | 0.0% | 0.0% | 1497 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| DecisionPoint Financial, LLC | History | No change | 30 | 2 | 0.0% | 0.0% | 1498 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Mowery & Schoenfeld Wealth Management, LLC | History | No change | 31 | 2 | 0.0% | 0.0% | 1501 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Gen-Wealth Partners Inc | History | No change | 39 | 2 | 0.0% | 0.0% | 1502 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Fairscale Capital, LLC | History | No change | 31 | 2 | 0.0% | 0.0% | 1503 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Navigoe, LLC | History | No change | 33 | 2 | 0.0% | 0.0% | 1504 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Wilkerson Advisory Group LLC | History | New | 18 | 1 | 0.0% | — | 1506 | +18 | New | Q4 2025 | Feb 13, 2026 |
| Merited Wealth, LLC | History | New | 18 | 1 | 0.0% | — | 1507 | +18 | New | Q4 2025 | Mar 26, 2026 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -121,817 | -100.0% | Q3 2025 | Nov 10, 2025 |
| My Personal CFO, LLC | History | Closed out | 0 | 0 | — | 1.66% | — | -60,193 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Park Edge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.99% | — | -60,011 | -100.0% | Q3 2025 | Oct 09, 2025 |
| TrueWealth Financial Partners | History | Closed out | 0 | 0 | — | 2.13% | — | -58,611 | -100.0% | Q3 2025 | Nov 21, 2025 |
| MOULTON WEALTH MANAGEMENT, INC | History | Closed out | 0 | 0 | — | 1.46% | — | -28,220 | -100.0% | Q3 2025 | Oct 08, 2025 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -12,148 | -100.0% | Q3 2025 | Nov 14, 2025 |
| VESTIA PERSONAL WEALTH ADVISORS | History | Closed out | 0 | 0 | — | 0.01% | — | -10,058 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Focused Wealth Management, Inc | History | Closed out | 0 | 0 | — | 0.07% | — | -8,911 | -100.0% | Q3 2025 | Oct 10, 2025 |
| Blue Barn Wealth, LLC | History | Closed out | 0 | 0 | — | 0.24% | — | -7,727 | -100.0% | Q3 2025 | Nov 14, 2025 |
| BAROMETER CAPITAL MANAGEMENT INC. | History | Closed out | 0 | 0 | — | 0.08% | — | -5,200 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Empowered Funds, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,096 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Security National Bank | History | Closed out | 0 | 0 | — | 0.05% | — | -4,846 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Brookwood Investment Group LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -4,657 | -100.0% | Q3 2025 | Oct 21, 2025 |
| RETIREMENT PLANNING GROUP, LLC / NY | History | Closed out | 0 | 0 | — | 0.24% | — | -4,538 | -100.0% | Q3 2025 | Oct 28, 2025 |
| NAVELLIER & ASSOCIATES INC | History | Closed out | 0 | 0 | — | 0.03% | — | -4,333 | -100.0% | Q3 2025 | Nov 06, 2025 |
| TFO Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -3,930 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Kelman-Lazarov, Inc. | History | Closed out | 0 | 0 | — | 0.04% | — | -3,883 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Coordinated Financial Services, Inc. | History | Closed out | 0 | 0 | — | 0.16% | — | -3,576 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Chokshi & Queen Wealth Advisors, Inc | History | Closed out | 0 | 0 | — | 0.13% | — | -3,505 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Talisman Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -3,112 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Alliance Wealth Management Group | History | Closed out | 0 | 0 | — | 0.05% | — | -2,925 | -100.0% | Q3 2025 | Oct 28, 2025 |
| Towercrest Capital Management | History | Closed out | 0 | 0 | — | 0.03% | — | -2,925 | -100.0% | Q3 2025 | Oct 24, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,596 | -100.0% | Q3 2025 | Nov 03, 2025 |
| North Capital, Inc. | History | Closed out | 0 | 0 | — | 0.12% | — | -2,174 | -100.0% | Q3 2025 | Oct 09, 2025 |
| EMC Capital Management | History | Closed out | 0 | 0 | — | 0.06% | — | -1,900 | -100.0% | Q3 2025 | Nov 20, 2025 |
| Heartwood Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,718 | -100.0% | Q3 2025 | Oct 06, 2025 |
| AllSquare Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -1,700 | -100.0% | Q3 2025 | Jan 12, 2026 |
| TruNorth Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,297 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Measured Wealth Private Client Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -623 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Northwest Capital Management Inc | History | Closed out | 0 | 0 | — | 0.04% | — | -546 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Hopwood Financial Services, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -326 | -100.0% | Q3 2025 | Nov 06, 2025 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -268 | -100.0% | Q3 2025 | Oct 07, 2025 |
| Keener Financial Planning LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -148 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Silicon Valley Capital Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -125 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Evelyn Partners Asset Management Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -90 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Rakuten Securities, Inc. | History | Added to | 10 | 0 | — | — | — | +7 | 233.33% | Q4 2025 | Jan 29, 2026 |
| McIlrath & Eck, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |