VANGUARD WORLD FUND - VGT
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 | Reduced | 14,864,359 | 11,204,456 | 0.82% | 0.76% | 1 | -202,247 | -1.34% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 6,420,110 | 4,839,351 | 0.3% | 0.28% | 2 | +252,341 | 4.09% | Q4 2025 | Feb 11, 2026 |
| MORGAN STANLEY | History | Added to | 2,151,255 | 1,621,573 | 0.1% | 0.1% | 3 | +25,901 | 1.22% | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,543,645 | 1,163,569 | 0.21% | 0.22% | 4 | +18,634 | 1.22% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Reduced | 1,527,790 | 1,151,617 | 0.19% | 0.2% | 5 | -190,621 | -11.09% | Q4 2025 | Jan 29, 2026 |
| LPL Financial LLC | History | Added to | 1,301,922 | 981,362 | 0.27% | 0.27% | 6 | +39,217 | 3.11% | Q4 2025 | Feb 11, 2026 |
| Focus Partners Wealth | History | Added to | 1,297,055 | 977,602 | 1.11% | 0.87% | 7 | +571,488 | 78.76% | Q4 2025 | Feb 13, 2026 |
| PGIM Custom Harvest LLC | History | Added to | 834,677 | 629,162 | 9.29% | 9.17% | 8 | +19,137 | 2.35% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 799,290 | 602,464 | 0.19% | 0.19% | 9 | +2,408 | 0.3% | Q4 2025 | Feb 18, 2026 |
| ROYAL BANK OF CANADA | History | New | 746,915 | 563,010 | 0.09% | — | 10 | +746,915 | New | Q4 2025 | Feb 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 686,084 | 517,303 | 0.12% | 0.12% | 11 | -17,871 | -2.54% | Q4 2025 | Feb 17, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 632,525 | 476,784 | 0.3% | 0.31% | 12 | +4,111 | 0.65% | Q4 2025 | Feb 10, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 582,000 | 438,699 | 0.05% | 0.03% | 13 | +191,414 | 49.01% | Q4 2025 | Feb 17, 2026 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | History | Added to | 553,542 | 417,248 | 3.36% | 3.24% | 14 | +22,202 | 4.18% | Q4 2025 | Jan 27, 2026 |
| HighTower Advisors, LLC | History | Added to | 413,961 | 312,035 | 0.34% | 0.34% | 15 | +11,411 | 2.83% | Q4 2025 | Feb 06, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 409,138 | 308,418 | 0.28% | 0.28% | 16 | +4,930 | 1.22% | Q4 2025 | Feb 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 345,707 | 260,587 | 0.08% | 0.08% | 17 | -48,244 | -12.25% | Q4 2025 | Feb 10, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | Reduced | 336,862 | 253,920 | 2.2% | 4.96% | 18 | -402,868 | -54.46% | Q4 2025 | Feb 03, 2026 |
| Cetera Investment Advisers | History | Reduced | 336,406 | 253,576 | 0.28% | 0.3% | 19 | -9,483 | -2.74% | Q4 2025 | Feb 17, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 310,518 | 234,062 | 0.13% | 0.14% | 20 | -3,647 | -1.16% | Q4 2025 | Feb 06, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 302,908 | 228,325 | 1.56% | 1.68% | 21 | -2,786 | -0.91% | Q4 2025 | Feb 17, 2026 |
| Align Financial, LLC | History | New | 220,100 | 220,100 | 0.13% | — | 22 | +220,100 | New | Q4 2025 | Feb 17, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 287,237 | 216,514 | 0.39% | 0.36% | 23 | +37,879 | 15.19% | Q4 2025 | Mar 16, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 277,790 | 209,392 | 0.23% | 0.24% | 24 | -6,133 | -2.16% | Q4 2025 | Feb 17, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 277,215 | 208,960 | 0.48% | 0.48% | 25 | +7,478 | 2.77% | Q4 2025 | Feb 11, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 269,715 | 203,509 | 0.3% | 0.23% | 26 | +38,302 | 16.55% | Q4 2025 | Feb 17, 2026 |
| Cerity Partners LLC | History | Reduced | 251,932 | 189,900 | 0.28% | 0.31% | 27 | -4,421 | -1.72% | Q4 2025 | Feb 11, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 249,617 | 188,156 | 0.29% | 0.34% | 28 | -25,640 | -9.31% | Q4 2025 | Feb 18, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 247,707 | 186,716 | 0.03% | 0.02% | 29 | +71,507 | 40.58% | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 224,513 | 169,233 | 0.03% | 0.02% | 30 | +82,803 | 58.43% | Q4 2025 | Feb 12, 2026 |
| TAIYO LIFE INSURANCE CO | History | No change | 212,000 | 159,801 | 13.68% | 13.87% | 31 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 208,513 | 157,172 | 0.21% | 0.21% | 32 | -5,464 | -2.55% | Q4 2025 | Feb 12, 2026 |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | History | No change | 204,727 | 154,319 | 0.8% | 0.84% | 33 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Lido Advisors, LLC | History | Added to | 201,308 | 151,113 | 0.45% | 0.3% | 34 | +72,979 | 56.87% | Q4 2025 | Feb 10, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 181,490 | 136,803 | 0.18% | 0.18% | 35 | +1,107 | 0.61% | Q4 2025 | Feb 02, 2026 |
| FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC | History | Reduced | 176,919 | 133,358 | 13.67% | 13.88% | 36 | -1,117 | -0.63% | Q4 2025 | Jan 30, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 171,531 | 129,297 | 0.34% | 0.35% | 37 | +293 | 0.17% | Q4 2025 | Feb 05, 2026 |
| Compass Financial Group, INC/SD | History | Added to | 154,860 | 116,730 | 16.67% | 16.67% | 38 | +6,321 | 4.26% | Q4 2025 | Jan 27, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Added to | 149,812 | 112,924 | 7.63% | 7.85% | 39 | +668 | 0.45% | Q4 2025 | Jan 08, 2026 |
| Creative Planning | History | Added to | 147,369 | 111,083 | 0.08% | 0.08% | 40 | +3,475 | 2.41% | Q4 2025 | Feb 17, 2026 |
| Beacon Capital Management, Inc. | History | Reduced | 145,740 | 109,855 | 5.88% | 5.97% | 41 | -21,600 | -12.91% | Q4 2025 | Feb 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 141,028 | 106,303 | 0.01% | 0.01% | 42 | +10,220 | 7.81% | Q4 2025 | Mar 25, 2026 |
| M&T BANK CORP | History | Reduced | 139,299 | 105,000 | 0.34% | 0.35% | 43 | -122 | -0.09% | Q4 2025 | Jan 30, 2026 |
| NORTHERN TRUST CORP | History | Added to | 130,570 | 98,421 | 0.01% | 0.01% | 44 | +732 | 0.56% | Q4 2025 | Feb 17, 2026 |
| 71 West Capital Partners | History | New | 124,645 | 93,954 | 4.32% | — | 45 | +124,645 | New | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | New | 117,120 | 88,282 | 0.12% | — | 46 | +117,120 | New | Q4 2025 | Feb 17, 2026 |
| BROWN ADVISORY INC | History | Added to | 117,003 | 88,194 | 0.12% | 0.11% | 47 | +98 | 0.08% | Q4 2025 | Feb 13, 2026 |
| ASSETMARK, INC | History | Added to | 116,909 | 88,123 | 0.18% | 0.14% | 48 | +31,735 | 37.26% | Q4 2025 | Jan 23, 2026 |
| Corient Private Wealth LLC | History | Added to | 314,346 | 86,612 | 0.12% | 0.1% | 49 | +230,130 | 273.26% | Q4 2025 | Mar 09, 2026 |
| BAILARD, INC. | History | Added to | 113,885 | 85,845 | 1.9% | 1.84% | 50 | +181 | 0.16% | Q4 2025 | Feb 04, 2026 |
| NORTHSTAR ASSET MANAGEMENT Co | History | Reduced | 109,893 | 82,835 | 17.57% | 17.63% | 51 | -164 | -0.15% | Q4 2025 | Jan 27, 2026 |
| AGF MANAGEMENT LTD | History | Reduced | 96,779 | 72,950 | 0.32% | 0.33% | 52 | -3,458 | -3.45% | Q4 2025 | Feb 17, 2026 |
| Silicon Valley Capital Partners | History | Reduced | 94,410 | 71,164 | 6.48% | 6.8% | 53 | -2,143 | -2.22% | Q4 2025 | Feb 13, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 91,226 | 68,764 | 0.38% | 0.63% | 54 | -89,922 | -49.64% | Q4 2025 | Jan 29, 2026 |
| Mariner, LLC | History | Added to | 89,966 | 67,814 | 0.08% | 0.07% | 55 | +13,092 | 17.03% | Q4 2025 | Feb 13, 2026 |
| Yarbrough Capital, LLC | History | No change | 89,058 | 67,130 | 2.09% | 2.07% | 56 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| WBH ADVISORY INC | History | Reduced | 88,336 | 66,585 | 4.93% | 5.06% | 57 | -410 | -0.46% | Q4 2025 | Jan 26, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 87,119 | 65,668 | 0.16% | 0.18% | 58 | -1,860 | -2.09% | Q4 2025 | Feb 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 83,687 | 64,264 | 0.09% | 0.1% | 59 | -648 | -0.77% | Q4 2025 | Jan 08, 2026 |
| Spire Wealth Management | History | Reduced | 83,787 | 63,157 | 2.12% | 2.19% | 60 | -2,341 | -2.72% | Q4 2025 | Jan 14, 2026 |
| Systematic Alpha Investments, LLC | History | No change | 82,300 | 62,036 | 1.94% | 2.02% | 61 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | Reduced | 81,904 | 61,737 | 1.98% | 2.01% | 62 | -1,734 | -2.07% | Q4 2025 | Feb 13, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 81,807 | 61,664 | 0.25% | 0.27% | 63 | +3,386 | 4.32% | Q4 2025 | Feb 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 79,515 | 59,936 | 0.04% | 0.03% | 64 | +14,470 | 22.25% | Q4 2025 | Feb 17, 2026 |
| MAI Capital Management | History | Reduced | 75,182 | 56,670 | 0.33% | 0.36% | 65 | -1,399 | -1.83% | Q4 2025 | Feb 13, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Reduced | 74,496 | 56,153 | 0.71% | 0.73% | 66 | -985 | -1.3% | Q4 2025 | Feb 10, 2026 |
| FMR LLC | History | Added to | 73,224 | 55,194 | 0.0% | 0.0% | 67 | +1,686 | 2.36% | Q4 2025 | Feb 17, 2026 |
| COMERICA BANK | History | Reduced | 70,417 | 53,078 | 0.21% | 0.2% | 68 | -2,037 | -2.81% | Q4 2025 | Jan 29, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 70,115 | 52,851 | 0.92% | 0.89% | 69 | +2,975 | 4.43% | Q4 2025 | Jan 22, 2026 |
| AMI INVESTMENT MANAGEMENT INC | History | Added to | 67,784 | 51,094 | 11.48% | 11.64% | 70 | +585 | 0.87% | Q4 2025 | Jan 14, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 65,695 | 49,520 | 0.02% | 0.02% | 71 | -1,605 | -2.38% | Q4 2025 | Feb 09, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 65,278 | 49,205 | 1.0% | 1.08% | 72 | +1,721 | 2.71% | Q4 2025 | Feb 09, 2026 |
| Private Advisor Group, LLC | History | Reduced | 63,395 | 47,785 | 0.22% | 0.25% | 73 | -3,851 | -5.73% | Q4 2025 | Feb 17, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 62,866 | 47,386 | 0.02% | 0.02% | 74 | +2,053 | 3.38% | Q4 2025 | Feb 12, 2026 |
| TRUST CO OF OKLAHOMA | History | Added to | 61,233 | 46,156 | 13.46% | 13.47% | 75 | +260 | 0.43% | Q4 2025 | Jan 14, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Reduced | 58,778 | 44,305 | 1.53% | 1.58% | 76 | -97 | -0.16% | Q4 2025 | Feb 12, 2026 |
| Madison Asset Management, LLC | History | Reduced | 58,121 | 43,810 | 0.5% | 0.49% | 77 | -1,705 | -2.85% | Q4 2025 | Feb 04, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 57,212 | 43,125 | 0.55% | 0.57% | 78 | -384 | -0.67% | Q4 2025 | Feb 05, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 55,993 | 42,206 | 0.23% | 0.26% | 79 | -4,165 | -6.92% | Q4 2025 | Feb 12, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 54,007 | 40,709 | 0.12% | 0.1% | 80 | +9,535 | 21.44% | Q4 2025 | Feb 13, 2026 |
| Quantinno Capital Management LP | History | Added to | 52,642 | 39,681 | 0.08% | 0.08% | 81 | +12,838 | 32.25% | Q4 2025 | Feb 17, 2026 |
| Elwood & Goetz Wealth Advisory Group, LLC | History | Reduced | 52,210 | 39,355 | 6.92% | 7.65% | 82 | -1,166 | -2.18% | Q4 2025 | Jan 21, 2026 |
| PARK NATIONAL CORP /OH/ | History | Reduced | 51,350 | 38,706 | 1.21% | 1.23% | 83 | -1,408 | -2.67% | Q4 2025 | Jan 05, 2026 |
| FIL Ltd | History | No change | 50,264 | 37,887 | 0.03% | 0.03% | 84 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CVA Family Office, LLC | History | Added to | 49,914 | 37,624 | 4.33% | 4.13% | 85 | +6,937 | 16.14% | Q4 2025 | Jan 12, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 48,853 | 36,824 | 0.12% | 0.11% | 86 | +1,522 | 3.22% | Q4 2025 | Feb 02, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 11,897 | 36,802 | 0.02% | 0.0% | 87 | +3,553 | 42.58% | Q4 2025 | Feb 10, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 48,344 | 36,440 | 0.94% | 0.92% | 88 | +289 | 0.6% | Q4 2025 | Feb 03, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 47,361 | 35,699 | 0.92% | 0.94% | 89 | -1,840 | -3.74% | Q4 2025 | Jan 07, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Added to | 46,889 | 35,344 | 0.29% | 0.28% | 90 | +1,433 | 3.15% | Q4 2025 | Feb 13, 2026 |
| Winthrop Capital Management, LLC | History | Reduced | 46,099 | 34,749 | 8.1% | 8.35% | 91 | -165 | -0.36% | Q4 2025 | Feb 10, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 45,083 | 33,982 | 0.02% | 0.01% | 92 | +17,417 | 62.95% | Q4 2025 | Feb 17, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Added to | 44,448 | 33,504 | 0.08% | 0.08% | 93 | +1,959 | 4.61% | Q4 2025 | Feb 11, 2026 |
| Baird Financial Group, Inc. | History | Added to | 43,558 | 32,833 | 0.05% | 0.05% | 94 | +5,900 | 15.67% | Q4 2025 | Feb 13, 2026 |
| Circle Wealth Management, LLC | History | Added to | 43,176 | 32,545 | 0.5% | 0.63% | 95 | +66 | 0.15% | Q4 2025 | Feb 13, 2026 |
| &PARTNERS | History | Added to | 42,867 | 32,384 | 0.17% | 0.07% | 96 | +29,012 | 209.4% | Q4 2025 | Feb 17, 2026 |
| Mokosak Advisory Group, LLC | History | Added to | 42,697 | 32,230 | 8.09% | 8.35% | 97 | +7 | 0.02% | Q4 2025 | Feb 03, 2026 |
| Marotta Asset Management | History | Reduced | 41,916 | 31,595 | 5.85% | 6.47% | 98 | -3,770 | -8.25% | Q4 2025 | Jan 07, 2026 |
| Portfolio Strategies, Inc. | History | Reduced | 39,794 | 29,984 | 3.47% | 3.57% | 99 | -1,394 | -3.38% | Q4 2025 | Jan 27, 2026 |
| FIRST MERCHANTS CORP | History | Added to | 38,968 | 29,373 | 1.09% | 1.05% | 100 | +1,636 | 4.38% | Q4 2025 | Jan 12, 2026 |
| Keebeck Wealth Management | History | Reduced | 38,914 | 29,332 | 3.38% | 3.44% | 101 | -81 | -0.21% | Q4 2025 | Feb 17, 2026 |
| BARINGS LLC | History | Added to | 38,218 | 28,807 | 0.53% | 0.22% | 102 | +22,807 | 147.99% | Q4 2025 | Feb 12, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 38,081 | 28,705 | 1.07% | 0.58% | 103 | +26,212 | 220.84% | Q4 2025 | Feb 04, 2026 |
| Capital Advisors Wealth Management, LLC | History | Reduced | 37,801 | 28,493 | 3.88% | 4.03% | 104 | -59 | -0.16% | Q4 2025 | Jan 21, 2026 |
| Enclave Advisors LLC | History | Reduced | 37,764 | 28,465 | 4.03% | 4.35% | 105 | -367 | -0.96% | Q4 2025 | Jan 14, 2026 |
| Gratus Wealth Advisors, LLC | History | Reduced | 37,314 | 28,126 | 3.9% | 3.97% | 106 | -490 | -1.3% | Q4 2025 | Feb 04, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 37,300 | 28,115 | 0.1% | 0.13% | 107 | -324 | -0.86% | Q4 2025 | Feb 18, 2026 |
| Wiser Wealth Management, Inc | History | Reduced | 36,989 | 27,881 | 6.2% | 6.38% | 108 | -394 | -1.05% | Q4 2025 | Jan 12, 2026 |
| Pathstone Holdings, LLC | History | New | 36,412 | 27,446 | 0.11% | — | 109 | +36,412 | New | Q4 2025 | Feb 13, 2026 |
| XML Financial, LLC | History | Reduced | 35,998 | 27,134 | 2.21% | 2.22% | 110 | -594 | -1.62% | Q4 2025 | Feb 11, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 35,011 | 26,390 | 0.02% | — | 111 | +35,011 | New | Q4 2025 | Feb 13, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 34,331 | 25,878 | 0.67% | 0.78% | 112 | -340 | -0.98% | Q4 2025 | Feb 02, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 34,055 | 25,670 | 0.29% | 0.3% | 113 | -305 | -0.89% | Q4 2025 | Jan 20, 2026 |
| AlphaCore Capital LLC | History | Reduced | 33,609 | 25,333 | 0.57% | 0.88% | 114 | -1,403 | -4.01% | Q4 2025 | Feb 05, 2026 |
| Baker Ellis Asset Management LLC | History | Reduced | 33,423 | 25,193 | 3.03% | 3.17% | 115 | -998 | -2.9% | Q4 2025 | Jan 21, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 33,335 | 25,127 | 0.07% | 0.07% | 116 | +158 | 0.48% | Q4 2025 | Feb 17, 2026 |
| Wealth Group Ltd | History | Reduced | 33,015 | 24,886 | 5.57% | 6.14% | 117 | -2,552 | -7.18% | Q4 2025 | Jan 12, 2026 |
| IFP Advisors, Inc | History | Reduced | 32,813 | 24,733 | 0.56% | 0.64% | 118 | -201 | -0.61% | Q4 2025 | Feb 06, 2026 |
| White Lighthouse Investment Management Inc. | History | Reduced | 32,684 | 24,636 | 3.44% | 3.81% | 119 | -772 | -2.31% | Q4 2025 | Feb 09, 2026 |
| BBR PARTNERS, LLC | History | No change | 31,981 | 24,106 | 1.29% | 1.38% | 120 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| CITIGROUP INC | History | Reduced | 31,790 | 23,962 | 0.01% | 0.01% | 121 | -1,716 | -5.12% | Q4 2025 | Feb 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 31,642 | 23,851 | 0.05% | 0.04% | 122 | +6,534 | 26.02% | Q4 2025 | Feb 17, 2026 |
| Wealthfront Advisers LLC | History | Added to | 31,594 | 23,814 | 0.05% | 0.05% | 123 | +3,387 | 12.01% | Q4 2025 | Jan 30, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 30,288 | 22,829 | 0.09% | 0.1% | 124 | -819 | -2.63% | Q4 2025 | Feb 12, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 29,819 | 22,476 | 0.09% | 0.1% | 125 | -848 | -2.77% | Q4 2025 | Feb 17, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 29,336 | 22,112 | 0.25% | 0.26% | 126 | -861 | -2.85% | Q4 2025 | Feb 13, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | Reduced | 29,326 | 22,105 | 1.09% | 1.15% | 127 | -652 | -2.17% | Q4 2025 | Feb 11, 2026 |
| HB Wealth Management, LLC | History | Added to | 29,279 | 22,069 | 0.14% | 0.13% | 128 | +2,646 | 9.94% | Q4 2025 | Jan 28, 2026 |
| SCS Capital Management LLC | History | Reduced | 29,251 | 22,048 | 0.23% | 0.24% | 129 | -419 | -1.41% | Q4 2025 | Feb 10, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 29,021 | 21,875 | 0.39% | 0.44% | 130 | -94 | -0.32% | Q4 2025 | Jan 16, 2026 |
| Anchor Investment Management, LLC | History | Reduced | 28,254 | 21,297 | 1.73% | 1.83% | 131 | -1,299 | -4.4% | Q4 2025 | Feb 26, 2026 |
| Financial Perspectives, Inc | History | Added to | 27,803 | 20,957 | 5.65% | 5.72% | 132 | +161 | 0.58% | Q4 2025 | Jan 28, 2026 |
| Annex Advisory Services, LLC | History | Reduced | 27,628 | 20,825 | 0.4% | 0.44% | 133 | -187 | -0.67% | Q4 2025 | Jan 26, 2026 |
| WELCH CAPITAL PARTNERS LLC/NY | History | No change | 27,310 | 20,586 | 4.13% | 4.2% | 134 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | History | Added to | 27,239 | 20,532 | 0.36% | 0.33% | 135 | +2,171 | 8.66% | Q4 2025 | Feb 12, 2026 |
| REDSTONE WEALTH MANAGEMENT, LLC | History | New | 27,187 | 20,493 | 16.19% | — | 136 | +27,187 | New | Q4 2025 | Feb 09, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 27,078 | 20,411 | 0.23% | 0.33% | 137 | +1,166 | 4.5% | Q4 2025 | Jan 29, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | Reduced | 26,561 | 20,019 | 1.68% | 1.73% | 138 | -54 | -0.2% | Q4 2025 | Feb 03, 2026 |
| World Investment Advisors | History | Added to | 26,252 | 19,788 | 0.32% | 0.13% | 139 | +17,777 | 209.76% | Q4 2025 | Mar 12, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 26,244 | 19,782 | 0.28% | 0.23% | 140 | +1,065 | 4.23% | Q4 2025 | Feb 02, 2026 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | History | Reduced | 26,037 | 19,626 | 4.41% | 4.79% | 141 | -1,251 | -4.58% | Q4 2025 | Jan 12, 2026 |
| Cornerstone Advisory, LLC | History | Reduced | 25,947 | 19,558 | 1.86% | 1.93% | 142 | -398 | -1.51% | Q4 2025 | Jan 28, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Reduced | 25,436 | 19,172 | 1.29% | 1.31% | 143 | -94 | -0.37% | Q4 2025 | Jan 08, 2026 |
| Karpus Management, Inc. | History | Reduced | 24,977 | 18,827 | 0.58% | 0.6% | 144 | -525 | -2.06% | Q4 2025 | Feb 17, 2026 |
| KTF INVESTMENTS, LLC | History | New | 24,812 | 18,702 | 3.07% | — | 145 | +24,812 | New | Q4 2025 | Jan 30, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Added to | 24,514 | 18,478 | 0.81% | 0.83% | 146 | +83 | 0.34% | Q4 2025 | Jan 29, 2026 |
| Beacon Capital Management, LLC | History | Reduced | 24,442 | 18,423 | 2.86% | 2.75% | 147 | -1,436 | -5.55% | Q4 2025 | Feb 13, 2026 |
| NRI Wealth Management LC | History | Added to | 24,255 | 18,282 | 9.32% | 9.62% | 148 | +149 | 0.62% | Q4 2025 | Jan 22, 2026 |
| Wheelhouse Advisory Group LLC | History | Reduced | 23,467 | 17,856 | 6.79% | 7.58% | 149 | -90 | -0.38% | Q4 2025 | Jan 29, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 23,658 | 17,833 | 0.36% | 0.41% | 150 | -290 | -1.21% | Q4 2025 | Feb 03, 2026 |
| Main Management LLC | History | Added to | 23,472 | 17,693 | 1.27% | 1.22% | 151 | +1,101 | 4.92% | Q4 2025 | Feb 10, 2026 |
| Leeward Financial Partners, LLC | History | Reduced | 23,423 | 17,655 | 4.96% | 5.03% | 152 | -271 | -1.14% | Q4 2025 | Feb 09, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 23,371 | 17,617 | 0.02% | 0.02% | 153 | +592 | 2.6% | Q4 2025 | Feb 10, 2026 |
| KWMG, LLC | History | Reduced | 23,364 | 17,610 | 1.52% | 1.54% | 154 | -117 | -0.5% | Q4 2025 | Jan 16, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 26,942 | 17,556 | 0.43% | 0.37% | 155 | +1,224 | 4.76% | Q4 2025 | Feb 11, 2026 |
| Curi Capital, LLC | History | Reduced | 23,162 | 17,459 | 0.3% | 0.35% | 156 | -2,666 | -10.32% | Q4 2025 | Feb 17, 2026 |
| Savvy Advisors, Inc. | History | Added to | 23,049 | 17,374 | 0.56% | 0.75% | 157 | +1,148 | 5.24% | Q4 2025 | Jan 20, 2026 |
| Curran Financial Partners, LLC | History | Added to | 22,947 | 17,296 | 3.28% | 3.31% | 158 | +526 | 2.35% | Q4 2025 | Jan 22, 2026 |
| Gotham Asset Management, LLC | History | Added to | 22,914 | 17,272 | 0.06% | 0.05% | 159 | +6,699 | 41.31% | Q4 2025 | Feb 17, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 22,773 | 17,165 | 0.21% | 0.3% | 160 | -7,587 | -24.99% | Q4 2025 | Jan 29, 2026 |
| Hartford Financial Management Inc. | History | Added to | 22,501 | 16,961 | 4.41% | 4.29% | 161 | +814 | 3.75% | Q4 2025 | Jan 21, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 22,307 | 16,814 | 0.38% | 0.4% | 162 | -103 | -0.46% | Q4 2025 | Jan 27, 2026 |
| Curtis Advisory Group, LLC | History | Reduced | 22,183 | 16,721 | 3.51% | 3.76% | 163 | -32 | -0.14% | Q4 2025 | Jan 23, 2026 |
| Kinloch Capital, LLC | History | Reduced | 22,132 | 16,682 | 7.19% | 7.54% | 164 | -959 | -4.15% | Q4 2025 | Feb 20, 2026 |
| Madden Advisory Services, Inc. | History | Reduced | 21,665 | 16,330 | 6.57% | 6.49% | 165 | -773 | -3.45% | Q4 2025 | Feb 11, 2026 |
| Atria Investments, Inc | History | Added to | 21,584 | 16,269 | 0.18% | 0.17% | 166 | +1,658 | 8.32% | Q4 2025 | Feb 05, 2026 |
| FORONJY FINANCIAL LLC | History | Reduced | 21,317 | 16,068 | 6.71% | 6.98% | 167 | -39 | -0.18% | Q4 2025 | Feb 03, 2026 |
| BlackRock, Inc. | History | Added to | 21,310 | 16,062 | 0.0% | 0.0% | 168 | +10,938 | 105.46% | Q4 2025 | Feb 12, 2026 |
| Allianz Asset Management GmbH | History | Added to | 21,150 | 15,942 | 0.02% | 0.01% | 169 | +9,050 | 74.79% | Q4 2025 | Feb 11, 2026 |
| Merit Financial Group, LLC | History | Reduced | 21,059 | 15,873 | 0.13% | 0.16% | 170 | -2,414 | -10.28% | Q4 2025 | Jan 26, 2026 |
| Praetorian Wealth Management, Inc. | History | Reduced | 21,004 | 15,832 | 3.14% | 3.33% | 171 | -733 | -3.37% | Q4 2025 | Jan 14, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Reduced | 20,853 | 15,718 | 0.83% | 0.83% | 172 | -112 | -0.53% | Q4 2025 | Feb 11, 2026 |
| JMAC ENTERPRISES LLC | History | Added to | 20,721 | 15,619 | 2.99% | 3.05% | 173 | +49 | 0.24% | Q4 2025 | Jan 21, 2026 |
| Gibraltar Capital Management, Inc. | History | Reduced | 20,720 | 15,618 | 2.66% | 2.87% | 174 | -675 | -3.15% | Q4 2025 | Feb 02, 2026 |
| FCA CORP /TX | History | Reduced | 20,707 | 15,608 | 4.41% | 4.64% | 175 | -1,670 | -7.46% | Q4 2025 | Feb 11, 2026 |
| FIRST FINANCIAL CORP /IN/ | History | Reduced | 20,612 | 15,536 | 5.86% | 6.18% | 176 | -509 | -2.41% | Q4 2025 | Jan 13, 2026 |
| GTS SECURITIES LLC | History | Added to | 20,588 | 15,518 | 0.53% | 0.01% | 177 | +20,220 | 5494.57% | Q4 2025 | Feb 13, 2026 |
| Crewe Advisors LLC | History | Added to | 20,552 | 15,491 | 1.37% | 1.45% | 178 | +173 | 0.85% | Q4 2025 | Jan 16, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 20,466 | 15,427 | 0.2% | 0.2% | 179 | +1,967 | 10.63% | Q4 2025 | Feb 10, 2026 |
| ARKANSAS FINANCIAL GROUP, INC. | History | Added to | 20,313 | 15,311 | 2.21% | 2.2% | 180 | +336 | 1.68% | Q4 2025 | Jan 28, 2026 |
| Fifth Third Wealth Advisors LLC | History | Reduced | 20,300 | 15,301 | 0.54% | 0.65% | 181 | -3,386 | -14.3% | Q4 2025 | Jan 15, 2026 |
| Triangle Securities Wealth Management | History | Reduced | 20,192 | 15,220 | 3.21% | 3.47% | 182 | -326 | -1.59% | Q4 2025 | Jan 13, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 20,031 | 15,098 | 0.26% | 0.07% | 183 | +15,894 | 384.19% | Q4 2025 | Feb 19, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 19,972 | 15,054 | 0.08% | 0.08% | 184 | +2,446 | 13.96% | Q4 2025 | Feb 11, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 19,639 | 14,803 | 0.38% | 0.4% | 185 | +194 | 1.0% | Q4 2025 | Feb 17, 2026 |
| TRUE Private Wealth Advisors | History | Added to | 19,485 | 14,687 | 1.47% | 1.46% | 186 | +383 | 2.01% | Q4 2025 | Feb 13, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 19,360 | 14,593 | 0.51% | 0.56% | 187 | -1,402 | -6.75% | Q4 2025 | Jan 13, 2026 |
| Sage Mountain Advisors LLC | History | No change | 19,227 | 14,492 | 0.77% | 0.82% | 188 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| CHATHAM CAPITAL GROUP, INC. | History | Reduced | 19,122 | 14,413 | 2.05% | 2.1% | 189 | -419 | -2.14% | Q4 2025 | Jan 14, 2026 |
| Mutual Advisors, LLC | History | Reduced | 19,034 | 14,347 | 0.31% | 0.42% | 190 | -5,912 | -23.7% | Q4 2025 | Feb 02, 2026 |
| GREENWOOD GEARHART INC | History | Added to | 18,997 | 14,319 | 0.79% | 0.82% | 191 | +21 | 0.11% | Q4 2025 | Feb 04, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 18,697 | 14,093 | 0.1% | 0.11% | 192 | +530 | 2.92% | Q4 2025 | Feb 18, 2026 |
| MOKAN Wealth Management Inc. | History | Added to | 18,523 | 13,964 | 6.19% | 4.45% | 193 | +6,660 | 56.14% | Q4 2025 | Jan 26, 2026 |
| Wall Street Financial Group, Inc. | History | Reduced | 18,499 | 13,954 | 10.16% | 10.26% | 194 | -262 | -1.4% | Q4 2025 | Jan 16, 2026 |
| ALEXANDER LABRUNERIE & CO., INC. | History | New | 18,502 | 13,946 | 5.05% | — | 195 | +18,502 | New | Q4 2025 | Mar 26, 2026 |
| US BANCORP \DE\ | History | Added to | 18,259 | 13,763 | 0.02% | 0.01% | 196 | +1,780 | 10.8% | Q4 2025 | Jan 30, 2026 |
| Certified Advisory Corp | History | Reduced | 18,202 | 13,720 | 1.25% | 1.36% | 197 | -957 | -5.0% | Q4 2025 | Jan 12, 2026 |
| Strengthening Families & Communities, LLC | History | Added to | 18,099 | 13,642 | 4.86% | 2.77% | 198 | +1,154 | 6.81% | Q4 2025 | Feb 03, 2026 |
| Advisory Services Network, LLC | History | Added to | 18,085 | 13,631 | 0.19% | 0.2% | 199 | +252 | 1.41% | Q4 2025 | Feb 17, 2026 |
| Osbon Capital Management LLC | History | New | 18,064 | 13,615 | 12.74% | — | 200 | +18,064 | New | Q4 2025 | Mar 16, 2026 |
| Hobart Private Capital, LLC | History | Reduced | 17,786 | 13,406 | 2.62% | 2.86% | 201 | -489 | -2.68% | Q4 2025 | Jan 27, 2026 |
| Magnolia Wealth Management, LLC | History | Reduced | 17,724 | 13,359 | 7.98% | 8.46% | 202 | -583 | -3.18% | Q4 2025 | Jan 27, 2026 |
| Evelyn Partners Investment Management (Europe) Ltd | History | Reduced | 17,629 | 13,288 | 4.31% | 4.76% | 203 | -779 | -4.23% | Q4 2025 | Feb 13, 2026 |
| Brookstone Capital Management | History | Added to | 17,598 | 13,264 | 0.15% | 0.14% | 204 | +1,423 | 8.8% | Q4 2025 | Jan 15, 2026 |
| Wilmington Savings Fund Society, FSB | History | Reduced | 17,153 | 12,929 | 0.3% | 0.37% | 205 | -3,399 | -16.54% | Q4 2025 | Feb 12, 2026 |
| Principle Wealth Partners LLC | History | Reduced | 16,897 | 12,736 | 0.72% | 0.75% | 206 | -452 | -2.61% | Q4 2025 | Feb 06, 2026 |
| Atlas Legacy Advisors, LLC | History | Added to | 16,891 | 12,728 | 2.23% | 2.35% | 207 | +569 | 3.49% | Q4 2025 | Jan 29, 2026 |
| First PREMIER Bank | History | Reduced | 16,883 | 12,726 | 2.92% | 3.01% | 208 | -878 | -4.94% | Q4 2025 | Jan 23, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 16,868 | 12,714 | 0.15% | 0.16% | 209 | -6,533 | -27.92% | Q4 2025 | Feb 13, 2026 |
| Olistico Wealth, LLC | History | Added to | 16,841 | 12,694 | 6.19% | 6.52% | 210 | +318 | 1.92% | Q4 2025 | Jan 13, 2026 |
| Western Wealth Management, LLC | History | Added to | 16,731 | 12,611 | 0.58% | 0.61% | 211 | +1,161 | 7.46% | Q4 2025 | Feb 05, 2026 |
| Capital Planning LLC | History | Reduced | 16,568 | 12,525 | 3.51% | 3.69% | 212 | -413 | -2.43% | Q4 2025 | Jan 23, 2026 |
| SWAN Capital LLC | History | Reduced | 16,613 | 12,522 | 4.87% | 5.63% | 213 | -1,977 | -10.63% | Q4 2025 | Feb 12, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 16,451 | 12,400 | 1.0% | 1.05% | 214 | +289 | 1.79% | Q4 2025 | Feb 12, 2026 |
| BOKF, NA | History | Reduced | 16,394 | 12,357 | 0.19% | 0.19% | 215 | -676 | -3.96% | Q4 2025 | Feb 03, 2026 |
| PENOBSCOT WEALTH MANAGEMENT | History | Added to | 16,367 | 12,337 | 3.81% | 3.9% | 216 | +89 | 0.55% | Q4 2025 | Feb 12, 2026 |
| Asset One Wealth Management LLC | History | New | 16,381 | 12,335 | 1.69% | — | 217 | +16,381 | New | Q4 2025 | Feb 17, 2026 |
| BIP Wealth, LLC | History | Reduced | 16,150 | 12,173 | 0.43% | 0.63% | 218 | -975 | -5.69% | Q4 2025 | Jan 21, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 15,798 | 11,907 | 0.13% | 0.16% | 219 | +1,864 | 13.38% | Q4 2025 | Jan 23, 2026 |
| Apollon Financial, LLC | History | Added to | 15,795 | 11,905 | 1.73% | 0.63% | 220 | +10,693 | 209.58% | Q4 2025 | Jan 22, 2026 |
| IFG Advisory, LLC | History | Reduced | 15,759 | 11,879 | 0.52% | 0.54% | 221 | -246 | -1.54% | Q4 2025 | Feb 10, 2026 |
| JBR Co Financial Management Inc | History | Reduced | 15,633 | 11,783 | 4.93% | 5.11% | 222 | -537 | -3.32% | Q4 2025 | Jan 06, 2026 |
| Retirement Planning Group, LLC | History | Added to | 15,571 | 11,736 | 0.39% | 0.26% | 223 | +5,727 | 58.18% | Q4 2025 | Feb 03, 2026 |
| Squarepoint Ops LLC | History | Added to | 15,444 | 11,641 | 0.01% | 0.0% | 224 | +14,163 | 1105.62% | Q4 2025 | Feb 13, 2026 |
| Prospera Financial Services Inc | History | Added to | 15,342 | 11,598 | 0.19% | 0.18% | 225 | +1,089 | 7.64% | Q4 2025 | Feb 09, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 15,382 | 11,595 | 0.07% | 0.07% | 226 | +181 | 1.19% | Q4 2025 | Jan 29, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 15,361 | 11,593 | 0.09% | — | 227 | +15,361 | New | Q4 2025 | Feb 18, 2026 |
| GLENMEDE TRUST CO NA | History | New | 15,335 | 11,559 | 0.05% | — | 228 | +15,335 | New | Q4 2025 | Feb 17, 2026 |
| New Insight Wealth Advisors | History | Added to | 15,307 | 11,537 | 4.12% | 4.11% | 229 | +674 | 4.61% | Q4 2025 | Feb 17, 2026 |
| Royal Fund Management, LLC | History | Added to | 15,233 | 11,531 | 1.05% | 1.3% | 230 | +681 | 4.68% | Q4 2025 | Jan 15, 2026 |
| Bouchey Financial Group Ltd | History | Reduced | 15,224 | 11,475 | 0.86% | 0.88% | 231 | -138 | -0.9% | Q4 2025 | Jan 16, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Reduced | 15,117 | 11,395 | 0.47% | 0.49% | 232 | -339 | -2.19% | Q4 2025 | Feb 09, 2026 |
| Focused Wealth Management, Inc | History | Reduced | 15,101 | 11,382 | 1.19% | 1.21% | 233 | -128 | -0.84% | Q4 2025 | Jan 29, 2026 |
| Financial Freedom, LLC | History | Reduced | 14,889 | 11,222 | 5.57% | 5.6% | 234 | -163 | -1.08% | Q4 2025 | Feb 17, 2026 |
| EP Wealth Advisors, LLC | History | New | 14,848 | 11,192 | 0.06% | — | 235 | +14,848 | New | Q4 2025 | Feb 18, 2026 |
| PATTON ALBERTSON MILLER GROUP, LLC | History | Reduced | 14,778 | 11,139 | 1.31% | 1.34% | 236 | -39 | -0.26% | Q4 2025 | Feb 03, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 14,705 | 11,084 | 0.72% | 0.76% | 237 | -152 | -1.02% | Q4 2025 | Jan 23, 2026 |
| NWF Advisory Services Inc. | History | Reduced | 14,663 | 11,053 | 1.22% | 1.23% | 238 | -343 | -2.29% | Q4 2025 | Mar 03, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | New | 14,556 | 10,972 | 1.22% | — | 239 | +14,556 | New | Q4 2025 | Feb 13, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 14,375 | 10,835 | 0.52% | 0.64% | 240 | +302 | 2.15% | Q4 2025 | Jan 28, 2026 |
| Quaker Wealth Management, LLC | History | Added to | 14,242 | 10,735 | 3.4% | 3.41% | 241 | +212 | 1.51% | Q4 2025 | Jan 28, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 14,103 | 10,630 | 0.02% | 0.02% | 242 | +650 | 4.83% | Q4 2025 | Feb 10, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Reduced | 14,059 | 10,597 | 0.79% | 0.82% | 243 | -30 | -0.21% | Q4 2025 | Feb 04, 2026 |
| Axiom Financial Strategies, LLC | History | Added to | 14,042 | 10,584 | 4.45% | 4.49% | 244 | +68 | 0.49% | Q4 2025 | Jan 23, 2026 |
| Chevy Chase Trust Holdings, LLC | History | Reduced | 14,005 | 10,556 | 0.03% | 0.03% | 245 | -270 | -1.89% | Q4 2025 | Feb 13, 2026 |
| Bravias Capital Group, LLC | History | Added to | 13,984 | 10,540 | 6.37% | 5.9% | 246 | +2,163 | 18.3% | Q4 2025 | Jan 29, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 13,850 | 10,439 | 0.08% | 0.08% | 247 | +419 | 3.12% | Q4 2025 | Feb 12, 2026 |
| ESG Planning DBA Harper Investing | History | Added to | 13,838 | 10,431 | 4.49% | 4.62% | 248 | +831 | 6.39% | Q4 2025 | Feb 04, 2026 |
| Vermillion Wealth Management, Inc. | History | Reduced | 13,796 | 10,399 | 4.23% | 2.81% | 249 | -137 | -0.98% | Q4 2025 | Feb 11, 2026 |
| Perennial Investment Advisors, LLC | History | Reduced | 13,749 | 10,366 | 0.82% | 0.85% | 250 | -112 | -0.81% | Q4 2025 | Feb 17, 2026 |
| Haverford Trust Co | History | Reduced | 13,708 | 10,332 | 0.09% | 0.11% | 251 | -2,050 | -13.01% | Q4 2025 | Feb 13, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 13,544 | 10,209 | 0.22% | 0.23% | 252 | -187 | -1.36% | Q4 2025 | Feb 05, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 13,367 | 10,075 | 0.02% | 0.02% | 253 | +363 | 2.79% | Q4 2025 | Feb 12, 2026 |
| Advisors Capital Management, LLC | History | Reduced | 13,355 | 10,066 | 0.12% | 0.12% | 254 | -136 | -1.01% | Q4 2025 | Jan 29, 2026 |
| ASPIRIANT, LLC | History | Added to | 13,289 | 10,017 | 0.29% | 0.3% | 255 | +141 | 1.07% | Q4 2025 | Jan 20, 2026 |
| Bank of New York Mellon Corp | History | Added to | 13,266 | 9,999 | 0.0% | 0.0% | 256 | +622 | 4.92% | Q4 2025 | Feb 10, 2026 |
| NorthCrest Asset Manangement, LLC | History | Reduced | 13,166 | 9,972 | 0.22% | 0.24% | 257 | -9 | -0.07% | Q4 2025 | Jan 08, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 12,963 | 9,771 | 0.45% | 0.43% | 258 | +386 | 3.07% | Q4 2025 | Feb 17, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 12,853 | 9,688 | 0.01% | 0.01% | 259 | -2,458 | -16.05% | Q4 2025 | Feb 13, 2026 |
| AE Wealth Management LLC | History | Added to | 12,785 | 9,637 | 0.06% | 0.05% | 260 | +3,002 | 30.69% | Q4 2025 | Jan 26, 2026 |
| Wedmont Private Capital | History | Added to | 12,542 | 9,608 | 0.33% | 0.2% | 261 | +5,293 | 73.02% | Q4 2025 | Jan 08, 2026 |
| VISTA INVESTMENT MANAGEMENT | History | Reduced | 12,673 | 9,552 | 3.15% | 3.31% | 262 | -41 | -0.32% | Q4 2025 | Feb 17, 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | History | Added to | 12,610 | 9,505 | 1.54% | 1.63% | 263 | +117 | 0.94% | Q4 2025 | Feb 11, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 12,608 | 9,503 | 0.25% | 0.24% | 264 | +749 | 6.32% | Q4 2025 | Jan 23, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | New | 12,603 | 9,500 | 1.6% | — | 265 | +12,603 | New | Q4 2025 | Feb 12, 2026 |
| E&G Advisors, LP | History | Added to | 12,529 | 9,444 | 2.11% | 2.14% | 266 | +193 | 1.56% | Q4 2025 | Jan 23, 2026 |
| CWM, LLC | History | Added to | 12,518 | 9,436 | 0.03% | 0.03% | 267 | +412 | 3.4% | Q4 2025 | Jan 26, 2026 |
| NorthRock Partners, LLC | History | Added to | 12,274 | 9,252 | 0.16% | 0.14% | 268 | +1,646 | 15.49% | Q4 2025 | Feb 17, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 12,138 | 9,149 | 0.58% | 0.6% | 269 | +164 | 1.37% | Q4 2025 | Feb 06, 2026 |
| Parallel Advisors, LLC | History | Reduced | 12,074 | 9,101 | 0.17% | 0.17% | 270 | -152 | -1.24% | Q4 2025 | Feb 11, 2026 |
| Allworth Financial LP | History | New | 11,697 | 8,816 | 0.04% | — | 272 | +11,697 | New | Q4 2025 | Feb 05, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 11,697 | 8,816 | 0.05% | 0.02% | 271 | +7,278 | 164.7% | Q4 2025 | Feb 17, 2026 |
| DAGCO, INC. | History | Added to | 11,623 | 8,760 | 2.02% | 2.1% | 273 | +452 | 4.05% | Q4 2025 | Jan 08, 2026 |
| TRANSATLANTIQUE PRIVATE WEALTH LLC | History | Reduced | 11,430 | 8,615 | 2.7% | 2.96% | 274 | -707 | -5.83% | Q4 2025 | Feb 10, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 11,420 | 8,608 | 0.12% | 0.13% | 275 | +385 | 3.49% | Q4 2025 | Feb 09, 2026 |
| Flagship Private Wealth, LLC | History | Reduced | 11,407 | 8,598 | 3.38% | 3.59% | 276 | -560 | -4.68% | Q4 2025 | Feb 04, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 11,405 | 8,596 | 0.05% | 0.04% | 277 | +2,231 | 24.32% | Q4 2025 | Feb 03, 2026 |
| Tandem Wealth Advisors LLC | History | Added to | 13,179 | 8,563 | 3.84% | 4.06% | 278 | +1,736 | 15.17% | Q4 2025 | Feb 12, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 11,348 | 8,553 | 0.03% | 0.03% | 279 | +362 | 3.3% | Q4 2025 | Feb 12, 2026 |
| NEVILLE RODIE & SHAW INC | History | Added to | 11,272 | 8,497 | 0.6% | 0.6% | 280 | +221 | 2.0% | Q4 2025 | Jan 06, 2026 |
| FPC INVESTMENT ADVISORY, INC. | History | Reduced | 11,270 | 8,495 | 4.65% | 5.06% | 281 | -20 | -0.18% | Q4 2025 | Feb 10, 2026 |
| HANCOCK WHITNEY CORP | History | Reduced | 11,251 | 8,480 | 0.15% | 0.15% | 282 | -86 | -0.76% | Q4 2025 | Feb 17, 2026 |
| CULBERTSON A N & CO INC | History | Reduced | 11,224 | 8,460 | 1.16% | 1.25% | 283 | -619 | -5.23% | Q4 2025 | Jan 21, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 10,948 | 8,368 | 0.39% | 0.3% | 284 | +4,511 | 70.08% | Q4 2025 | Feb 03, 2026 |
| Sigma Planning Corp | History | Added to | 11,315 | 8,314 | 0.23% | 0.23% | 285 | +466 | 4.3% | Q4 2025 | Jan 30, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 11,013 | 8,300 | 0.39% | 0.4% | 286 | -65 | -0.59% | Q4 2025 | Feb 13, 2026 |
| Security Financial Services, INC. | History | No change | 11,010 | 8,299 | 1.3% | 1.33% | 287 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 10,993 | 8,286 | 0.17% | 0.17% | 288 | +64 | 0.59% | Q4 2025 | Feb 06, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 10,927 | 8,237 | 0.27% | — | 289 | +10,927 | New | Q4 2025 | Feb 13, 2026 |
| CHOREO, LLC | History | Reduced | 10,799 | 8,217 | 0.1% | 0.11% | 290 | -252 | -2.28% | Q4 2025 | Jan 23, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 10,898 | 8,214 | 0.3% | 0.31% | 291 | -72 | -0.66% | Q4 2025 | Jan 27, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 10,859 | 8,185 | 0.31% | 0.31% | 292 | +49 | 0.45% | Q4 2025 | Feb 17, 2026 |
| Advantage Trust Co | History | Reduced | 10,835 | 8,167 | 3.68% | 3.82% | 293 | -487 | -4.3% | Q4 2025 | Jan 29, 2026 |
| Kesler, Norman & Wride, LLC | History | Added to | 10,816 | 8,152 | 1.4% | 1.29% | 294 | +254 | 2.4% | Q4 2025 | Feb 10, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 10,813 | 8,150 | 0.2% | — | 295 | +10,813 | New | Q4 2025 | Feb 17, 2026 |
| Waverly Advisors, LLC | History | Added to | 10,616 | 8,001 | 0.06% | 0.04% | 296 | +5,150 | 94.22% | Q4 2025 | Feb 17, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Reduced | 10,614 | 8,000 | 0.12% | 0.12% | 297 | -497 | -4.47% | Q4 2025 | Feb 09, 2026 |
| Williams Jones Wealth Management, LLC. | History | No change | 10,407 | 7,844 | 0.09% | 0.09% | 298 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| VestGen Advisors, LLC | History | Reduced | 10,201 | 7,689 | 0.33% | 0.28% | 299 | -979 | -8.76% | Q4 2025 | Feb 17, 2026 |
| Magnus Financial Group LLC | History | Added to | 9,922 | 7,478 | 0.57% | 0.56% | 300 | +376 | 3.94% | Q4 2025 | Jan 07, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 9,834 | 7,412 | 0.06% | 0.05% | 301 | +1,710 | 21.05% | Q4 2025 | Jan 14, 2026 |
| Joel Isaacson & Co., LLC | History | Added to | 9,790 | 7,379 | 0.24% | 0.26% | 302 | +81 | 0.83% | Q4 2025 | Jan 30, 2026 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | History | Added to | 9,707 | 7,316 | 0.06% | 0.04% | 303 | +3,381 | 53.45% | Q4 2025 | Feb 03, 2026 |
| Banco Santander, S.A. | History | New | 9,620 | 7,251 | 0.05% | — | 304 | +9,620 | New | Q4 2025 | Feb 13, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 9,519 | 7,175 | 0.08% | 0.08% | 305 | -98 | -1.02% | Q4 2025 | Jan 21, 2026 |
| Dougherty & Associates, LLC | History | New | 9,495 | 7,157 | 6.4% | — | 306 | +9,495 | New | Q4 2025 | Feb 05, 2026 |
| Raab & Moskowitz Asset Management LLC | History | Reduced | 9,451 | 7,123 | 1.56% | 1.59% | 307 | -85 | -0.89% | Q4 2025 | Jan 20, 2026 |
| Diversified Enterprises, LLC | History | Added to | 9,413 | 7,095 | 0.42% | 0.46% | 308 | +165 | 1.78% | Q4 2025 | Jan 28, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | Reduced | 9,373 | 7,064 | 4.66% | 4.79% | 310 | -718 | -7.12% | Q4 2025 | Feb 10, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 9,372 | 7,064 | 0.14% | 0.15% | 309 | -409 | -4.18% | Q4 2025 | Jan 14, 2026 |
| FINANCIAL ADVISORY PARTNERS, LLC | History | Added to | 9,333 | 7,035 | 1.98% | 2.03% | 311 | +14 | 0.15% | Q4 2025 | Jan 23, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Added to | 9,258 | 6,978 | 0.97% | 1.06% | 312 | +134 | 1.47% | Q4 2025 | Jan 23, 2026 |
| Richmond Brothers, Inc. | History | Reduced | 9,227 | 6,955 | 4.43% | 4.94% | 313 | -1,248 | -11.91% | Q4 2025 | Feb 12, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 9,219 | 6,949 | 0.02% | 0.02% | 314 | -46 | -0.5% | Q4 2025 | Jan 30, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 9,190 | 6,927 | 0.08% | 0.08% | 315 | +297 | 3.34% | Q4 2025 | Jan 21, 2026 |
| SYON CAPITAL LLC | History | Reduced | 9,179 | 6,919 | 0.34% | 0.38% | 316 | -265 | -2.81% | Q4 2025 | Feb 11, 2026 |
| RCW Management, LLC | History | New | 9,140 | 6,890 | 6.96% | — | 317 | +9,140 | New | Q4 2025 | Jan 30, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 9,138 | 6,887 | 0.17% | 0.16% | 318 | +373 | 4.26% | Q4 2025 | Feb 13, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 9,137 | 6,887 | 0.08% | 0.1% | 319 | -78 | -0.85% | Q4 2025 | Feb 03, 2026 |
| Ridge Creek Global, Inc | History | New | 9,111 | 6,867 | 5.76% | — | 320 | +9,111 | New | Q4 2025 | Feb 13, 2026 |
| Oak Harvest Investment Services | History | Added to | 9,045 | 6,817 | 0.74% | 0.74% | 321 | +536 | 6.3% | Q4 2025 | Jan 27, 2026 |
| Argo Wealth Advisory, LLC | History | New | 8,848 | 6,669 | 3.99% | — | 322 | +8,848 | New | Q4 2025 | Jan 26, 2026 |
| Bank of New Hampshire | History | New | 8,830 | 6,655 | 1.5% | — | 323 | +8,830 | New | Q4 2025 | Mar 16, 2026 |
| SeaCrest Wealth Management, LLC | History | Reduced | 8,672 | 6,643 | 0.67% | 0.7% | 324 | -2 | -0.02% | Q4 2025 | Jan 12, 2026 |
| Fairway Financial, LLC | History | Reduced | 8,779 | 6,617 | 4.99% | 5.31% | 325 | -250 | -2.77% | Q4 2025 | Feb 04, 2026 |
| WULFF, HANSEN & CO. | History | Reduced | 8,764 | 6,606 | 5.54% | 5.67% | 326 | -60 | -0.68% | Q4 2025 | Feb 03, 2026 |
| Goepper Burkhardt LLC | History | Added to | 8,752 | 6,597 | 2.15% | 1.74% | 327 | +1,919 | 28.08% | Q4 2025 | Feb 09, 2026 |
| Global Retirement Partners, LLC | History | Added to | 8,725 | 6,576 | 0.12% | 0.14% | 328 | +564 | 6.91% | Q4 2025 | Feb 06, 2026 |
| PW Nova Financial Services LLC | History | New | 8,653 | 6,542 | 2.48% | — | 329 | +8,653 | New | Q4 2025 | Apr 09, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 8,620 | 6,496 | 0.38% | 0.35% | 330 | -197 | -2.23% | Q4 2025 | Feb 17, 2026 |
| OpenArc Corporate Advisory, LLC | History | New | 8,610 | 6,490 | 0.11% | — | 331 | +8,610 | New | Q4 2025 | Feb 13, 2026 |
| THRYVE WEALTH MANAGEMENT LLC | History | New | 8,600 | 6,482 | 3.21% | — | 332 | +8,600 | New | Q4 2025 | Feb 25, 2026 |
| Drucker Wealth 3.0, LLC | History | Reduced | 8,595 | 6,479 | 1.14% | 1.15% | 333 | -31 | -0.36% | Q4 2025 | Feb 03, 2026 |
| Trinity Legacy Partners, LLC | History | Added to | 8,542 | 6,438 | 1.48% | 1.55% | 334 | +71 | 0.84% | Q4 2025 | Jan 26, 2026 |
| MY Wealth Management Inc. | History | Reduced | 8,480 | 6,391 | 5.57% | 5.73% | 335 | -265 | -3.03% | Q4 2025 | Feb 10, 2026 |
| Manchester Capital Management LLC | History | Reduced | 8,471 | 6,385 | 0.87% | 0.89% | 336 | -372 | -4.21% | Q4 2025 | Feb 11, 2026 |
| Strategic Blueprint, LLC | History | Added to | 8,463 | 6,378 | 0.38% | 0.27% | 337 | +155 | 1.87% | Q4 2025 | Jan 30, 2026 |
| Wealthspire Retirement, LLC | History | Reduced | 8,390 | 6,324 | 0.38% | 0.4% | 338 | -60 | -0.71% | Q4 2025 | Feb 18, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 8,352 | 6,295 | 0.19% | 0.18% | 339 | +1,134 | 15.71% | Q4 2025 | Feb 13, 2026 |
| Summit Financial, LLC | History | Added to | 8,339 | 6,285 | 0.09% | 0.09% | 340 | +59 | 0.71% | Q4 2025 | Feb 13, 2026 |
| Oliver Luxxe Assets LLC | History | Reduced | 8,240 | 6,210 | 0.95% | 1.02% | 341 | -365 | -4.24% | Q4 2025 | Jan 08, 2026 |
| Rothschild Wealth LLC | History | Added to | 8,235 | 6,207 | 0.6% | 1.32% | 342 | +108 | 1.33% | Q4 2025 | Feb 17, 2026 |
| Realta Investment Advisors | History | Added to | 8,182 | 6,167 | 2.02% | 1.98% | 343 | +257 | 3.24% | Q4 2025 | Jan 20, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Added to | 8,147 | 6,141 | 0.08% | 0.08% | 344 | +30 | 0.37% | Q4 2025 | Jan 22, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 8,028 | 6,073 | 0.01% | 0.0% | 345 | +4,981 | 163.47% | Q4 2025 | Feb 05, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 8,044 | 6,063 | 0.15% | 0.16% | 346 | -403 | -4.77% | Q4 2025 | Feb 17, 2026 |
| DAVENPORT & Co LLC | History | Added to | 8,031 | 6,053 | 0.03% | 0.03% | 347 | +62 | 0.78% | Q4 2025 | Jan 12, 2026 |
| Fischer Financial Services, Inc. | History | Reduced | 8,019 | 6,044 | 1.6% | 1.7% | 348 | -439 | -5.19% | Q4 2025 | Feb 06, 2026 |
| Sound Stewardship, LLC | History | Reduced | 7,901 | 5,955 | 2.85% | 3.07% | 349 | -661 | -7.72% | Q4 2025 | Jan 30, 2026 |
| Sheridan Capital Management, LLC | History | Added to | 7,896 | 5,952 | 3.02% | 2.96% | 350 | +391 | 5.21% | Q4 2025 | Jan 23, 2026 |
| Proficio Capital Partners LLC | History | Added to | 7,871 | 5,933 | 0.42% | 0.38% | 351 | +478 | 6.47% | Q4 2025 | Feb 12, 2026 |
| GWN SECURITIES INC. | History | Reduced | 7,865 | 5,928 | 1.2% | 1.6% | 352 | -1,363 | -14.77% | Q4 2025 | Feb 11, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 7,862 | 5,925 | 0.21% | 0.22% | 353 | -301 | -3.69% | Q4 2025 | Jan 12, 2026 |
| SageGuard Financial Group, LLC | History | New | 7,856 | 5,921 | 0.94% | — | 354 | +7,856 | New | Q4 2025 | Jan 27, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 7,722 | 5,830 | 0.14% | 0.15% | 355 | +313 | 4.22% | Q4 2025 | Jan 28, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 7,725 | 5,822 | 0.4% | 0.41% | 356 | -80 | -1.02% | Q4 2025 | Feb 03, 2026 |
| Eley Financial Management, Inc | History | Reduced | 7,719 | 5,818 | 2.09% | 2.14% | 357 | -244 | -3.06% | Q4 2025 | Feb 12, 2026 |
| BTG Pactual Asset Management US LLC | History | Reduced | 8,647 | 5,735 | 0.56% | 0.29% | 358 | -774 | -8.22% | Q4 2025 | Feb 17, 2026 |
| Marion Wealth Management | History | Reduced | 7,574 | 5,718 | 1.27% | 1.36% | 359 | -91 | -1.19% | Q4 2025 | Jan 26, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 7,534 | 5,678 | 0.03% | 0.03% | 360 | -118 | -1.54% | Q4 2025 | Feb 09, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Reduced | 7,531 | 5,676 | 0.2% | 0.21% | 361 | -85 | -1.12% | Q4 2025 | Jan 14, 2026 |
| Bulwark Capital Corp | History | No change | 7,530 | 5,675 | 4.04% | 4.37% | 362 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| PeakShares LLC | History | New | 7,500 | 5,653 | 5.52% | — | 363 | +7,500 | New | Q4 2025 | Mar 10, 2026 |
| Main Street Financial Solutions, LLC | History | Added to | 7,403 | 5,579 | 0.42% | 0.35% | 364 | +2 | 0.03% | Q4 2025 | Feb 17, 2026 |
| One Charles Private Wealth Services, LLC | History | Added to | 7,362 | 5,549 | 1.43% | 1.31% | 365 | +687 | 10.29% | Q4 2025 | Feb 06, 2026 |
| Summit Trail Advisors, LLC | History | Reduced | 7,352 | 5,541 | 0.1% | 0.08% | 366 | -65 | -0.88% | Q4 2025 | Feb 17, 2026 |
| Sierra Capital LLC | History | No change | 7,340 | 5,533 | 0.59% | 0.6% | 367 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| MMBG INVESTMENT ADVISORS CO. | History | Reduced | 7,320 | 5,517 | 0.46% | 0.58% | 368 | -1,530 | -17.29% | Q4 2025 | Feb 09, 2026 |
| Pallas Capital Advisors LLC | History | Reduced | 7,301 | 5,503 | 0.18% | 0.25% | 370 | -1,681 | -18.72% | Q4 2025 | Jan 14, 2026 |
| Freestone Capital Holdings, LLC | History | Reduced | 7,302 | 5,503 | 0.16% | 0.17% | 369 | -95 | -1.28% | Q4 2025 | Jan 23, 2026 |
| First Bancorp, Inc /ME/ | History | Reduced | 7,298 | 5,501 | 2.93% | 3.75% | 371 | -2,150 | -22.76% | Q4 2025 | Jan 26, 2026 |
| THEORY FINANCIAL LLC | History | Added to | 7,144 | 5,432 | 1.83% | 1.63% | 372 | +1,082 | 17.85% | Q4 2025 | Feb 10, 2026 |
| Fingerlakes Wealth Management, Inc. | History | Reduced | 7,193 | 5,421 | 3.45% | 3.67% | 373 | -336 | -4.46% | Q4 2025 | Feb 05, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 7,191 | 5,420 | 0.06% | 0.06% | 374 | -142 | -1.94% | Q4 2025 | Jan 13, 2026 |
| Empower Advisory Group, LLC | History | Reduced | 7,167 | 5,402 | 0.01% | 0.02% | 375 | -1,003 | -12.28% | Q4 2025 | Feb 12, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 7,165 | 5,401 | 0.1% | 0.1% | 376 | +275 | 3.99% | Q4 2025 | Feb 04, 2026 |
| Ignite Planners, LLC | History | Reduced | 7,190 | 5,376 | 0.82% | 0.89% | 377 | -116 | -1.59% | Q4 2025 | Feb 06, 2026 |
| ACORN CREEK CAPITAL LLC | History | Reduced | 7,109 | 5,358 | 1.93% | 2.04% | 378 | -115 | -1.59% | Q4 2025 | Feb 02, 2026 |
| Davis Investment Partners, LLC | History | Reduced | 7,020 | 5,307 | 1.86% | 1.88% | 379 | -300 | -4.1% | Q4 2025 | Jan 06, 2026 |
| Connecticut Wealth Management, LLC | History | Added to | 7,000 | 5,276 | 0.23% | 0.15% | 380 | +2,372 | 51.25% | Q4 2025 | Feb 12, 2026 |
| Joule Financial, LLC | History | Reduced | 6,884 | 5,189 | 1.55% | 1.61% | 381 | -294 | -4.1% | Q4 2025 | Jan 20, 2026 |
| COMMERCE BANK | History | Reduced | 6,878 | 5,184 | 0.03% | 0.03% | 382 | -1,470 | -17.61% | Q4 2025 | Feb 13, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 6,876 | 5,183 | 0.1% | 0.11% | 383 | -787 | -10.27% | Q4 2025 | Feb 05, 2026 |
| Sun Group Wealth Partners | History | New | 6,872 | 5,179 | 4.16% | — | 385 | +6,872 | New | Q4 2025 | Feb 17, 2026 |
| Dakota Wealth Management | History | Reduced | 6,871 | 5,179 | 0.09% | 0.11% | 384 | -670 | -8.88% | Q4 2025 | Jan 13, 2026 |
| ATLANTIC FAMILY WEALTH, LLC | History | Added to | 6,804 | 5,129 | 3.87% | 3.9% | 386 | +52 | 0.77% | Q4 2025 | Feb 12, 2026 |
| Tandem Investment Partners LLC | History | Reduced | 6,798 | 5,124 | 4.32% | 4.62% | 387 | -732 | -9.72% | Q4 2025 | Jan 21, 2026 |
| SCHNIEDERS CAPITAL MANAGEMENT, LLC. | History | Added to | 6,763 | 5,097 | 0.79% | 0.89% | 388 | +50 | 0.74% | Q4 2025 | Jan 29, 2026 |
| JM2 Capital Inc. | History | New | 6,684 | 5,038 | 4.05% | — | 389 | +6,684 | New | Q4 2025 | Jan 23, 2026 |
| Caprock Group, LLC | History | Added to | 6,668 | 5,026 | 0.11% | 0.11% | 390 | +479 | 7.74% | Q4 2025 | Jan 28, 2026 |
| Farmers National Bank | History | New | 6,661 | 5,020 | 1.12% | — | 391 | +6,661 | New | Q4 2025 | Mar 12, 2026 |
| Asset Management Group, Inc. | History | Added to | 6,631 | 4,998 | 0.81% | 0.8% | 392 | +86 | 1.31% | Q4 2025 | Feb 17, 2026 |
| FRG Family Wealth Advisors LLC | History | Added to | 6,600 | 4,974 | 0.77% | 0.71% | 393 | +703 | 11.92% | Q4 2025 | Jan 21, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 6,582 | 4,961 | 0.14% | 0.15% | 394 | +244 | 3.85% | Q4 2025 | Feb 12, 2026 |
| Evolution Wealth Advisors, LLC | History | Reduced | 6,567 | 4,950 | 0.5% | 0.67% | 395 | -155 | -2.31% | Q4 2025 | Jan 12, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | New | 6,551 | 4,938 | 0.29% | — | 396 | +6,551 | New | Q4 2025 | Feb 17, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 6,546 | 4,933 | 0.08% | 0.08% | 397 | -14 | -0.21% | Q4 2025 | Feb 12, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 6,541 | 4,930 | 0.06% | 0.05% | 398 | +1,190 | 22.24% | Q4 2025 | Feb 11, 2026 |
| CENTRAL TRUST Co | History | Reduced | 6,516 | 4,911 | 0.1% | 0.11% | 399 | -410 | -5.92% | Q4 2025 | Feb 02, 2026 |
| Index Fund Advisors, Inc. | History | Added to | 6,498 | 4,898 | 0.23% | 0.24% | 400 | +2 | 0.03% | Q4 2025 | Jan 29, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 6,477 | 4,882 | 0.02% | 0.02% | 403 | -329 | -4.83% | Q4 2025 | Feb 06, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | Added to | 6,480 | 4,882 | 1.58% | 2.21% | 402 | +34 | 0.53% | Q4 2025 | Jan 23, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | No change | 6,478 | 4,882 | 0.06% | 0.06% | 401 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 6,460 | 4,869 | 0.32% | 0.35% | 404 | -342 | -5.03% | Q4 2025 | Feb 20, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 6,457 | 4,867 | 0.18% | 0.18% | 405 | -1 | -0.02% | Q4 2025 | Feb 02, 2026 |
| N.E.W. Advisory Services LLC | History | Reduced | 6,425 | 4,842 | 0.36% | 0.43% | 406 | -90 | -1.38% | Q4 2025 | Jan 28, 2026 |
| TRUST CO OF VERMONT | History | Added to | 6,416 | 4,836 | 0.2% | 0.2% | 407 | +137 | 2.18% | Q4 2025 | Jan 16, 2026 |
| Clifford Group, LLC | History | Added to | 6,404 | 4,827 | 3.73% | 3.68% | 408 | +78 | 1.23% | Q4 2025 | Feb 13, 2026 |
| Zhang Financial LLC | History | Added to | 6,398 | 4,822 | 0.18% | 0.19% | 409 | +78 | 1.23% | Q4 2025 | Feb 10, 2026 |
| Smith Salley Wealth Management | History | Reduced | 6,364 | 4,797 | 0.24% | 0.25% | 410 | -64 | -1.0% | Q4 2025 | Jan 27, 2026 |
| CAPITAL ADVISORS INC/OK | History | Added to | 6,354 | 4,789 | 0.08% | 0.08% | 411 | +48 | 0.76% | Q4 2025 | Jan 15, 2026 |
| BESSEMER GROUP INC | History | Reduced | 6,325 | 4,768 | 0.01% | 0.01% | 412 | -1,995 | -23.98% | Q4 2025 | Feb 05, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 6,314 | 4,759 | 0.25% | 0.28% | 413 | -426 | -6.32% | Q4 2025 | Mar 04, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 6,312 | 4,758 | 0.23% | 0.23% | 414 | +37 | 0.59% | Q4 2025 | Jan 20, 2026 |
| Busey Bank | History | Added to | 6,290 | 4,741 | 0.12% | 0.07% | 415 | +2,743 | 77.33% | Q4 2025 | Jan 27, 2026 |
| CATHY PARETO & ASSOCIATES, INC | History | Reduced | 6,289 | 4,741 | 3.29% | 3.68% | 416 | -251 | -3.84% | Q4 2025 | Jan 23, 2026 |
| McAdam, LLC | History | Added to | 6,208 | 4,679 | 0.21% | 0.22% | 417 | +109 | 1.79% | Q4 2025 | Feb 13, 2026 |
| Cardinal Point Capital Management ULC | History | Reduced | 6,185 | 4,662 | 0.3% | 0.33% | 418 | -12 | -0.19% | Q4 2025 | Feb 05, 2026 |
| VANGUARD GROUP INC | History | Reduced | 6,179 | 4,657 | 0.0% | 0.0% | 419 | -138 | -2.18% | Q4 2025 | Jan 29, 2026 |
| MontVue Capital Management, Inc. | History | Reduced | 6,168 | 4,649 | 3.09% | 3.23% | 420 | -290 | -4.49% | Q4 2025 | Jan 27, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 6,166 | 4,647 | 0.09% | 0.12% | 421 | -495 | -7.43% | Q4 2025 | Feb 13, 2026 |
| CHILDRESS CAPITAL ADVISORS, LLC | History | No change | 6,141 | 4,628 | 0.74% | 0.84% | 422 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| ASSOCIATED BANC-CORP | History | Reduced | 6,133 | 4,622 | 0.12% | 0.13% | 423 | -275 | -4.29% | Q4 2025 | Feb 06, 2026 |
| Innovative Wealth Building LLC | History | Added to | 6,087 | 4,588 | 3.34% | 3.49% | 424 | +88 | 1.47% | Q4 2025 | Feb 17, 2026 |
| Savant Capital, LLC | History | Added to | 6,043 | 4,555 | 0.03% | 0.03% | 425 | +115 | 1.94% | Q4 2025 | Feb 10, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Added to | 6,040 | 4,552 | 0.08% | 0.08% | 426 | +31 | 0.52% | Q4 2025 | Jan 28, 2026 |
| CERTUITY, LLC | History | Added to | 5,969 | 4,500 | 0.28% | 0.26% | 427 | +847 | 16.54% | Q4 2025 | Jan 30, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | No change | 5,950 | 4,485 | 0.28% | 0.29% | 428 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 5,950 | 4,482 | 0.03% | 0.03% | 429 | -611 | -9.31% | Q4 2025 | Jan 27, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 5,918 | 4,460 | 0.06% | 0.07% | 430 | +793 | 15.47% | Q4 2025 | Feb 06, 2026 |
| PCG ASSET MANAGEMENT, LLC | History | Reduced | 5,901 | 4,454 | 3.55% | 3.66% | 431 | -204 | -3.34% | Q4 2025 | Feb 12, 2026 |
| High Net Worth Advisory Group LLC | History | Added to | 5,891 | 4,440 | 1.02% | 1.01% | 432 | +266 | 4.73% | Q4 2025 | Jan 23, 2026 |
| SMITH, MOORE & CO. | History | Added to | 5,882 | 4,433 | 0.34% | 0.3% | 433 | +639 | 12.19% | Q4 2025 | Jan 23, 2026 |
| Sharper & Granite LLC | History | Reduced | 5,882 | 4,433 | 1.56% | 1.6% | 434 | -100 | -1.67% | Q4 2025 | Jan 27, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 5,875 | 4,428 | 0.11% | 0.12% | 435 | -300 | -4.86% | Q4 2025 | Jan 29, 2026 |
| Idaho Trust Co | History | Reduced | 5,775 | 4,353 | 1.44% | 1.61% | 436 | -644 | -10.03% | Q4 2025 | Feb 05, 2026 |
| Ciovacco Capital Management LLC | History | Reduced | 5,755 | 4,338 | 2.17% | 2.19% | 437 | -82 | -1.4% | Q4 2025 | Feb 09, 2026 |
| Wolff Financial Management LLC | History | Added to | 5,703 | 4,298 | 0.97% | 0.99% | 438 | +6 | 0.11% | Q4 2025 | Feb 06, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Added to | 5,691 | 4,289 | 1.21% | 1.13% | 439 | +81 | 1.44% | Q4 2025 | Jan 15, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 5,686 | 4,286 | 0.2% | 0.15% | 440 | +1,393 | 32.45% | Q4 2025 | Feb 13, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 5,686 | 4,286 | 0.03% | 0.02% | 441 | -284 | -4.76% | Q4 2025 | Feb 13, 2026 |
| Simmons Bank | History | Reduced | 5,661 | 4,267 | 0.29% | 0.29% | 442 | -91 | -1.58% | Q4 2025 | Feb 05, 2026 |
| Live Oak Investment Partners | History | Added to | 5,636 | 4,248 | 2.61% | 2.78% | 443 | +9 | 0.16% | Q4 2025 | Jan 29, 2026 |
| Soltis Investment Advisors LLC | History | Added to | 5,626 | 4,240 | 0.28% | 0.18% | 444 | +2,114 | 60.19% | Q4 2025 | Apr 02, 2026 |
| PFG Investments, LLC | History | Added to | 5,621 | 4,237 | 0.2% | 0.12% | 445 | +2,508 | 80.57% | Q4 2025 | Jan 26, 2026 |
| Odyssey Capital Advisors, Inc. | History | New | 5,619 | 4,235 | 3.76% | — | 446 | +5,619 | New | Q4 2025 | Feb 05, 2026 |
| Trilogy Capital Inc. | History | Reduced | 5,586 | 4,210 | 0.19% | 0.23% | 447 | -980 | -14.93% | Q4 2025 | Jan 22, 2026 |
| Jacobi Capital Management LLC | History | Added to | 5,553 | 4,185 | 0.24% | 0.25% | 448 | +160 | 2.97% | Q4 2025 | Feb 13, 2026 |
| ORSER CAPITAL MANAGEMENT, LLC | History | Added to | 5,538 | 4,174 | 2.36% | 2.12% | 449 | +148 | 2.75% | Q4 2025 | Jan 12, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 5,498 | 4,144 | 0.03% | 0.03% | 450 | +140 | 2.61% | Q4 2025 | Feb 13, 2026 |
| Thomasville National Bank | History | Reduced | 5,470 | 4,123 | 0.26% | 0.26% | 451 | -84 | -1.51% | Q4 2025 | Jan 26, 2026 |
| New England Private Wealth Advisors LLC | History | No change | 5,452 | 4,109 | 0.51% | 0.54% | 452 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Reduced | 5,413 | 4,080 | 0.32% | 0.33% | 453 | -924 | -14.58% | Q4 2025 | Jan 23, 2026 |
| CERTIOR FINANCIAL GROUP, LLC | History | Added to | 5,410 | 4,077 | 2.75% | 2.62% | 454 | +131 | 2.48% | Q4 2025 | Feb 04, 2026 |
| Parker Investment Management, LLC | History | Reduced | 5,359 | 4,039 | 0.57% | 0.51% | 455 | -360 | -6.29% | Q4 2025 | Feb 13, 2026 |
| STEEL GROVE CAPITAL ADVISORS, LLC | History | Added to | 5,344 | 4,028 | 0.42% | 0.4% | 456 | +300 | 5.95% | Q4 2025 | Feb 09, 2026 |
| NORTH STAR ASSET MANAGEMENT INC | History | Added to | 5,320 | 4,010 | 0.16% | 0.12% | 457 | +1,517 | 39.89% | Q4 2025 | Feb 09, 2026 |
| RBA Wealth Management, LLC | History | No change | 5,283 | 3,982 | 1.35% | 1.36% | 458 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Reduced | 5,281 | 3,980 | 0.13% | 0.14% | 459 | -303 | -5.43% | Q4 2025 | Jan 12, 2026 |
| Tranquilli Financial Advisor LLC | History | Reduced | 5,259 | 3,964 | 2.3% | 2.41% | 460 | -204 | -3.73% | Q4 2025 | Jan 27, 2026 |
| STEPHENS INC /AR/ | History | Added to | 5,254 | 3,960 | 0.05% | 0.05% | 461 | +109 | 2.12% | Q4 2025 | Feb 05, 2026 |
| CMG Global Holdings, LLC | History | Added to | 5,477 | 3,953 | 1.75% | 1.93% | 462 | +245 | 4.68% | Q4 2025 | Feb 05, 2026 |
| Ballast, Inc. | History | Reduced | 5,181 | 3,905 | 0.91% | 1.0% | 463 | -324 | -5.89% | Q4 2025 | Feb 03, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 5,175 | 3,900 | 0.54% | 0.53% | 464 | +178 | 3.56% | Q4 2025 | Jan 29, 2026 |
| Elm Partners Management LLC | History | Added to | 5,170 | 3,897 | 0.18% | 0.18% | 465 | +450 | 9.53% | Q4 2025 | Feb 10, 2026 |
| Rathbones Group PLC | History | Reduced | 5,146 | 3,878 | 0.02% | 0.02% | 466 | -72 | -1.38% | Q4 2025 | Feb 06, 2026 |
| Shira Ridge Wealth Management | History | Reduced | 5,112 | 3,853 | 1.55% | 1.73% | 467 | -339 | -6.22% | Q4 2025 | Jan 12, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 5,111 | 3,852 | 0.0% | — | 468 | +5,111 | New | Q4 2025 | Feb 13, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 5,080 | 3,848 | 0.34% | 0.36% | 469 | -211 | -3.99% | Q4 2025 | Jan 28, 2026 |
| Insight Advisors, LLC/ PA | History | Reduced | 5,102 | 3,847 | 0.58% | 0.59% | 470 | -64 | -1.24% | Q4 2025 | Feb 11, 2026 |
| Quantum Capital Management, LLC / NJ | History | Added to | 5,088 | 3,835 | 0.44% | 0.21% | 471 | +2,497 | 96.37% | Q4 2025 | Feb 13, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 5,072 | 3,823 | 0.03% | 0.03% | 472 | -128 | -2.46% | Q4 2025 | Feb 12, 2026 |
| StoneX Group Inc. | History | Added to | 5,071 | 3,822 | 0.17% | 0.14% | 473 | +768 | 17.85% | Q4 2025 | Feb 12, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Reduced | 5,064 | 3,817 | 0.27% | 0.32% | 474 | -1,044 | -17.09% | Q4 2025 | Feb 12, 2026 |
| COZAD ASSET MANAGEMENT INC | History | Reduced | 5,041 | 3,799 | 0.29% | 0.3% | 475 | -72 | -1.41% | Q4 2025 | Feb 13, 2026 |
| Concentrum Wealth Management | History | Added to | 5,026 | 3,788 | 1.06% | 1.0% | 476 | +375 | 8.06% | Q4 2025 | Feb 04, 2026 |
| Latko Wealth Management, Ltd. | History | Added to | 5,012 | 3,778 | 1.85% | 1.82% | 477 | +199 | 4.13% | Q4 2025 | Feb 10, 2026 |
| LAM GROUP, INC. | History | No change | 5,008 | 3,775 | 2.16% | 2.32% | 478 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Compound Planning, Inc. | History | Reduced | 4,997 | 3,766 | 0.11% | 0.14% | 479 | -992 | -16.56% | Q4 2025 | Feb 19, 2026 |
| Houlihan Financial Resource Group, Ltd. | History | Added to | 4,968 | 3,729 | 1.42% | 1.8% | 480 | +2,224 | 81.05% | Q4 2025 | Feb 10, 2026 |
| Waldron Private Wealth LLC | History | Reduced | 4,904 | 3,696 | 0.15% | 0.18% | 481 | -949 | -16.21% | Q4 2025 | Jan 14, 2026 |
| CWA Asset Management Group, LLC | History | Added to | 4,901 | 3,693 | 0.13% | 0.13% | 482 | +17 | 0.35% | Q4 2025 | Jan 07, 2026 |
| Essex Financial Services, Inc. | History | Added to | 4,878 | 3,676 | 0.21% | 0.21% | 483 | +79 | 1.65% | Q4 2025 | Feb 10, 2026 |
| CFO CAPITAL MANAGEMENT LLC | History | New | 4,867 | 3,669 | 2.75% | — | 484 | +4,867 | New | Q4 2025 | Mar 02, 2026 |
| WMG Financial Advisors, LLC | History | Added to | 4,862 | 3,665 | 1.51% | 1.19% | 485 | +63 | 1.31% | Q4 2025 | Jan 28, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 4,819 | 3,632 | 0.04% | 0.03% | 486 | +1,701 | 54.55% | Q4 2025 | Feb 02, 2026 |
| Kovack Advisors, Inc. | History | Added to | 4,818 | 3,631 | 0.17% | 0.23% | 487 | +1,525 | 46.31% | Q4 2025 | Feb 17, 2026 |
| ST. NICHOLAS PRIVATE ASSET MANAGEMENT, INC | History | Reduced | 4,810 | 3,625 | 3.25% | 3.22% | 488 | -168 | -3.37% | Q4 2025 | Feb 13, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | Added to | 4,783 | 3,605 | 0.07% | 0.02% | 489 | +3,535 | 283.25% | Q4 2025 | Jan 28, 2026 |
| FIRST HORIZON CORP | History | Added to | 4,777 | 3,600 | 0.16% | 0.17% | 490 | +20 | 0.42% | Q4 2025 | Jan 27, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 4,742 | 3,574 | 0.08% | 0.08% | 491 | +82 | 1.76% | Q4 2025 | Feb 04, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 4,729 | 3,565 | 0.09% | 0.09% | 492 | +265 | 5.94% | Q4 2025 | Feb 09, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 4,703 | 3,545 | 0.13% | 0.11% | 493 | +1,438 | 44.04% | Q4 2025 | Feb 09, 2026 |
| MAINSAIL ASSET MANAGEMENT, LLC | History | Added to | 4,695 | 3,538 | 1.52% | 1.54% | 494 | +2 | 0.04% | Q4 2025 | Feb 05, 2026 |
| Smith Asset Management Co., LLC | History | Added to | 4,637 | 3,495 | 2.89% | 2.63% | 495 | +497 | 12.0% | Q4 2025 | Feb 19, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Added to | 4,614 | 3,477 | 0.04% | 0.04% | 496 | +265 | 6.09% | Q4 2025 | Feb 12, 2026 |
| Ascent Group, LLC | History | Added to | 4,611 | 3,475 | 0.12% | 0.12% | 498 | +5 | 0.11% | Q4 2025 | Jan 20, 2026 |
| JNBA Financial Advisors | History | Reduced | 4,611 | 3,475 | 0.3% | 0.31% | 497 | -3 | -0.07% | Q4 2025 | Jan 26, 2026 |
| GRIFFIN ASSET MANAGEMENT, INC. | History | Added to | 4,590 | 3,460 | 0.37% | 0.32% | 499 | +733 | 19.0% | Q4 2025 | Feb 06, 2026 |
| John A. Wolfe & Associates, Inc. | History | New | 4,583 | 3,454 | 1.87% | — | 500 | +4,583 | New | Q4 2025 | Mar 16, 2026 |
| NBT BANK N A /NY | History | Added to | 1,254 | 3,451 | 0.22% | 0.22% | 501 | +27 | 2.2% | Q4 2025 | Jan 23, 2026 |
| EVOKE WEALTH, LLC | History | Added to | 4,550 | 3,429 | 0.06% | 0.07% | 502 | +154 | 3.5% | Q4 2025 | Feb 06, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Reduced | 4,544 | 3,425 | 0.34% | 0.36% | 503 | -110 | -2.36% | Q4 2025 | Jan 27, 2026 |
| Resolute Advisors LLC | History | Added to | 4,492 | 3,385 | 1.1% | 0.86% | 504 | +5 | 0.11% | Q4 2025 | Feb 11, 2026 |
| Garde Capital, Inc. | History | Added to | 4,485 | 3,380 | 0.2% | 0.16% | 505 | +129 | 2.96% | Q4 2025 | Feb 10, 2026 |
| Compass Ion Advisors, LLC | History | Reduced | 4,482 | 3,378 | 0.32% | 0.32% | 506 | -21 | -0.47% | Q4 2025 | Jan 29, 2026 |
| Institute for Wealth Management, LLC. | History | Added to | 4,423 | 3,334 | 0.35% | 0.34% | 507 | +6 | 0.14% | Q4 2025 | Jan 27, 2026 |
| L. Roy Papp & Associates, LLP | History | No change | 4,374 | 3,297 | 0.36% | 0.37% | 508 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Cordoba Advisory Partners LLC | History | New | 4,350 | 3,278 | 0.81% | — | 510 | +4,350 | New | Q4 2025 | Feb 13, 2026 |
| Hopwood Financial Services, Inc. | History | Reduced | 4,349 | 3,278 | 2.31% | 2.21% | 509 | -71 | -1.61% | Q4 2025 | Jan 16, 2026 |
| BLB&B Advisors, LLC | History | Added to | 4,348 | 3,277 | 0.14% | 0.13% | 511 | +424 | 10.81% | Q4 2025 | Jan 26, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 4,329 | 3,262 | 0.16% | 0.2% | 512 | +442 | 11.37% | Q4 2025 | Feb 12, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 4,318 | 3,254 | 0.06% | 0.06% | 513 | +56 | 1.31% | Q4 2025 | Jan 16, 2026 |
| Truepoint, Inc. | History | Added to | 4,307 | 3,246 | 0.07% | 0.07% | 514 | +13 | 0.3% | Q4 2025 | Feb 11, 2026 |
| Symphony Financial Services, Inc. | History | Reduced | 4,306 | 3,245 | 1.66% | 1.77% | 515 | -92 | -2.09% | Q4 2025 | Feb 12, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 4,305 | 3,244 | 0.04% | 0.05% | 516 | -348 | -7.48% | Q4 2025 | Jan 30, 2026 |
| Curated Wealth Partners LLC | History | No change | 4,293 | 3,235 | 0.35% | 0.39% | 517 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| MITCHELL SINKLER & STARR/PA | History | Added to | 4,288 | 3,232 | 1.46% | 1.41% | 518 | +75 | 1.78% | Q4 2025 | Feb 11, 2026 |
| Composition Wealth, LLC | History | Reduced | 4,287 | 3,231 | 0.05% | 0.05% | 520 | -156 | -3.51% | Q4 2025 | Feb 02, 2026 |
| NBC SECURITIES, INC. | History | Added to | 4,286 | 3,231 | 0.24% | 0.24% | 519 | +82 | 1.95% | Q4 2025 | Jan 29, 2026 |
| Ayalon Insurance Comp Ltd. | History | No change | 4,246 | 3,201 | 0.78% | 0.8% | 521 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 4,236 | 3,192 | 0.23% | 0.23% | 522 | +107 | 2.59% | Q4 2025 | Feb 11, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | Reduced | 4,209 | 3,178 | 0.76% | 1.69% | 523 | -4,352 | -50.84% | Q4 2025 | Feb 27, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | Added to | 4,281 | 3,162 | 0.71% | 0.75% | 524 | +373 | 9.54% | Q4 2025 | Feb 04, 2026 |
| National Wealth Management Group, LLC | History | Reduced | 4,159 | 3,135 | 1.09% | 1.21% | 525 | -131 | -3.05% | Q4 2025 | Jan 12, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 4,141 | 3,121 | 0.01% | 0.01% | 526 | -66 | -1.57% | Q4 2025 | Feb 12, 2026 |
| Peregrine Asset Advisers, Inc. | History | Reduced | 4,140 | 3,120 | 0.88% | 0.94% | 527 | -43 | -1.03% | Q4 2025 | Feb 02, 2026 |
| Archford Capital Strategies, LLC | History | Reduced | 4,120 | 3,105 | 0.36% | 0.4% | 528 | -325 | -7.31% | Q4 2025 | Jan 15, 2026 |
| Center for Financial Planning, Inc. | History | Added to | 4,069 | 3,067 | 0.32% | 0.31% | 529 | +160 | 4.09% | Q4 2025 | Feb 05, 2026 |
| Goldstone Financial Group, LLC | History | Added to | 4,059 | 3,059 | 0.34% | 0.31% | 530 | +560 | 16.0% | Q4 2025 | Feb 13, 2026 |
| Stonebridge Financial Planning Group, LLC | History | Reduced | 4,035 | 3,041 | 1.1% | 1.14% | 531 | -42 | -1.03% | Q4 2025 | Feb 05, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Added to | 4,026 | 3,034 | 0.07% | 0.07% | 532 | +484 | 13.66% | Q4 2025 | Feb 03, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Reduced | 4,025 | 3,033 | 0.39% | 0.44% | 533 | -149 | -3.57% | Q4 2025 | Feb 04, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | Reduced | 4,013 | 3,024 | 0.04% | 0.04% | 534 | -20 | -0.5% | Q4 2025 | Feb 12, 2026 |
| Betterment LLC | History | Added to | 3,997 | 3,013 | 0.01% | 0.0% | 535 | +721 | 22.01% | Q4 2025 | Feb 12, 2026 |
| Global Wealth Management, LLC | History | Reduced | 3,983 | 3,002 | 1.62% | 1.68% | 536 | -297 | -6.94% | Q4 2025 | Jan 26, 2026 |
| Tradewinds, LLC. | History | Reduced | 3,957 | 2,982 | 0.71% | 0.72% | 537 | -15 | -0.38% | Q4 2025 | Feb 13, 2026 |
| Checchi Capital Advisers, LLC | History | Reduced | 3,939 | 2,969 | 0.15% | 0.16% | 538 | -132 | -3.24% | Q4 2025 | Jan 27, 2026 |
| Crestwood Advisors Group, LLC | History | Added to | 3,898 | 2,938 | 0.05% | 0.05% | 539 | +11 | 0.28% | Q4 2025 | Feb 03, 2026 |
| PFG Advisors | History | Reduced | 3,898 | 2,937 | 0.14% | 0.21% | 540 | -3,023 | -43.68% | Q4 2025 | Jan 27, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 3,886 | 2,930 | 0.02% | 0.03% | 541 | -1,177 | -23.25% | Q4 2025 | Jan 05, 2026 |
| TSFG, LLC | History | Reduced | 3,887 | 2,930 | 0.44% | 0.48% | 542 | -180 | -4.43% | Q4 2025 | Feb 04, 2026 |
| VVR Holdings LLC | History | New | 3,866 | 2,914 | 1.51% | — | 543 | +3,866 | New | Q4 2025 | Feb 11, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 3,828 | 2,885 | 0.0% | 0.0% | 544 | -55 | -1.42% | Q4 2025 | Feb 13, 2026 |
| Fiduciary Alliance LLC | History | Added to | 3,817 | 2,877 | 0.19% | 0.18% | 545 | +240 | 6.71% | Q4 2025 | Jan 22, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 3,800 | 2,864 | 0.0% | 0.0% | 546 | +2,100 | 123.53% | Q4 2025 | Feb 12, 2026 |
| BRIGHT FINANCIAL ADVISORS, INC. | History | Added to | 3,800 | 2,864 | 1.35% | 1.29% | 547 | +275 | 7.8% | Q4 2025 | Jan 23, 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | Reduced | 3,794 | 2,859 | 1.04% | 1.29% | 548 | -249 | -6.16% | Q4 2025 | Feb 12, 2026 |
| Guardian Capital, LLC | History | New | 3,786 | 2,853 | 2.55% | — | 549 | +3,786 | New | Q4 2025 | Feb 05, 2026 |
| WHITTIER TRUST CO | History | Reduced | 3,687 | 2,825 | 0.03% | 0.03% | 550 | -193 | -4.97% | Q4 2025 | Jan 26, 2026 |
| SouthState Bank Corp | History | Added to | 3,724 | 2,807 | 0.13% | 0.13% | 551 | +21 | 0.57% | Q4 2025 | Feb 11, 2026 |
| TruWealth Advisors, LLC | History | Reduced | 3,716 | 2,801 | 0.14% | 0.14% | 552 | -41 | -1.09% | Q4 2025 | Jan 07, 2026 |
| GC Wealth Management RIA, LLC | History | Added to | 3,689 | 2,780 | 0.1% | 0.09% | 553 | +142 | 4.0% | Q4 2025 | Jan 30, 2026 |
| NWM ADVISORS, LLC | History | New | 3,677 | 2,771 | 2.41% | — | 554 | +3,677 | New | Q4 2025 | Feb 04, 2026 |
| tru Independence LLC | History | Reduced | 3,660 | 2,758 | 0.7% | 0.74% | 555 | -142 | -3.73% | Q4 2025 | Jan 22, 2026 |
| Leelyn Smith, LLC | History | No change | 3,655 | 2,755 | 0.4% | 0.41% | 556 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 3,621 | 2,729 | 0.03% | 0.04% | 557 | -193 | -5.06% | Q4 2025 | Feb 09, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 3,602 | 2,716 | 2.32% | 2.4% | 558 | +7 | 0.19% | Q4 2025 | Jan 26, 2026 |
| Christensen, King & Associates Investment Services, Inc. | History | Added to | 3,603 | 2,715 | 1.16% | 1.15% | 559 | +5 | 0.14% | Q4 2025 | Jan 22, 2026 |
| Cannell & Spears LLC | History | Added to | 3,567 | 2,688 | 0.05% | 0.04% | 561 | +891 | 33.3% | Q4 2025 | Feb 17, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Added to | 3,566 | 2,688 | 0.0% | 0.0% | 560 | +133 | 3.87% | Q4 2025 | Feb 17, 2026 |
| RFG Advisory, LLC | History | Added to | 3,551 | 2,676 | 0.05% | 0.04% | 562 | +798 | 28.99% | Q4 2025 | Feb 03, 2026 |
| W ADVISORS, LLC | History | Added to | 3,519 | 2,652 | 1.33% | 1.26% | 563 | +306 | 9.52% | Q4 2025 | Feb 13, 2026 |
| Sovran Advisors, LLC | History | Reduced | 3,483 | 2,644 | 0.22% | 0.26% | 564 | -280 | -7.44% | Q4 2025 | Jan 20, 2026 |
| Bison Wealth, LLC | History | New | 3,728 | 2,628 | 0.3% | — | 565 | +3,728 | New | Q4 2025 | Mar 24, 2026 |
| LM Advisors LLC | History | Reduced | 1,981 | 2,628 | 0.05% | 0.28% | 566 | -606 | -23.42% | Q4 2025 | Feb 13, 2026 |
| GPM Growth Investors, Inc. | History | Reduced | 3,479 | 2,622 | 1.02% | 1.11% | 567 | -396 | -10.22% | Q4 2025 | Jan 30, 2026 |
| LOM Asset Management Ltd | History | Reduced | 3,475 | 2,619 | 0.76% | 0.83% | 568 | -153 | -4.22% | Q4 2025 | Jan 23, 2026 |
| Tower View Wealth Management LLC | History | Reduced | 3,460 | 2,607 | 1.29% | 1.34% | 569 | -6 | -0.17% | Q4 2025 | Jan 23, 2026 |
| SNOWWATER INVESTMENT PARTNERS, LLC | History | New | 3,454 | 2,603 | 2.4% | — | 570 | +3,454 | New | Q4 2025 | Feb 13, 2026 |
| WESBANCO BANK INC | History | Added to | 3,432 | 2,586 | 0.07% | 0.06% | 571 | +606 | 21.44% | Q4 2025 | Feb 03, 2026 |
| Brookwood Investment Group LLC | History | Reduced | 3,426 | 2,582 | 0.31% | 0.39% | 572 | -647 | -15.89% | Q4 2025 | Jan 22, 2026 |
| FourThought Financial Partners, LLC | History | No change | 3,399 | 2,561 | 0.22% | 0.22% | 573 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 3,391 | 2,558 | 0.82% | 0.89% | 574 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Bridgewater Advisors Inc. | History | Added to | 3,414 | 2,555 | 0.17% | 0.16% | 575 | +330 | 10.7% | Q4 2025 | Jan 23, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 3,388 | 2,553 | 0.05% | 0.03% | 577 | +1,407 | 71.02% | Q4 2025 | Jan 07, 2026 |
| Capital Management Associates, Inc | History | Added to | 3,388 | 2,553 | 0.56% | 0.43% | 576 | +1,236 | 57.43% | Q4 2025 | Jan 21, 2026 |
| Synergy Financial Group, LTD | History | Added to | 3,366 | 2,537 | 1.78% | 1.64% | 578 | +104 | 3.19% | Q4 2025 | Feb 17, 2026 |
| Darrow Company, Inc. | History | No change | 3,363 | 2,534 | 1.14% | 1.19% | 579 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Heritage Investment Group, Inc. | History | No change | 3,360 | 2,532 | 0.39% | 0.4% | 580 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | History | No change | 3,328 | 2,508 | 0.08% | 0.08% | 581 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| LPWM LLC | History | Added to | 3,324 | 2,505 | 0.63% | 0.66% | 582 | +23 | 0.7% | Q4 2025 | Jan 06, 2026 |
| Birchcreek Wealth Management, LLC | History | Reduced | 3,310 | 2,495 | 1.23% | 1.87% | 583 | -1,537 | -31.71% | Q4 2025 | Jan 16, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 3,297 | 2,485 | 0.0% | 0.0% | 584 | -13 | -0.39% | Q4 2025 | Feb 11, 2026 |
| Bragg Financial Advisors, Inc | History | Reduced | 3,284 | 2,475 | 0.08% | 0.08% | 585 | -110 | -3.24% | Q4 2025 | Feb 13, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 3,275 | 2,468 | 0.0% | 0.0% | 586 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Traynor Capital Management, Inc. | History | Added to | 3,264 | 2,460 | 0.13% | 0.13% | 587 | +95 | 3.0% | Q4 2025 | Jan 12, 2026 |
| Premier Path Wealth Partners, LLC | History | Reduced | 3,262 | 2,459 | 0.32% | 0.47% | 588 | -1,618 | -33.16% | Q4 2025 | Jan 22, 2026 |
| One Capital Management, LLC | History | Reduced | 3,245 | 2,446 | 0.07% | 0.08% | 589 | -5 | -0.15% | Q4 2025 | Feb 10, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Added to | 3,235 | 2,438 | 0.2% | 0.18% | 590 | +4 | 0.12% | Q4 2025 | Feb 17, 2026 |
| MBL Wealth, LLC | History | Reduced | 3,230 | 2,434 | 0.2% | 0.21% | 591 | -7 | -0.22% | Q4 2025 | Jan 21, 2026 |
| Vise Technologies, Inc. | History | Added to | 3,226 | 2,431 | 0.05% | 0.05% | 592 | +1,315 | 68.81% | Q4 2025 | Feb 11, 2026 |
| Douglass Winthrop Advisors, LLC | History | Reduced | 3,195 | 2,408 | 0.04% | 0.04% | 593 | -250 | -7.26% | Q4 2025 | Feb 12, 2026 |
| Evercore Wealth Management, LLC | History | No change | 3,175 | 2,393 | 0.04% | 0.03% | 594 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Wealth Management Associates, Inc. | History | Reduced | 3,167 | 2,386 | 0.83% | 0.85% | 595 | -59 | -1.83% | Q4 2025 | Jan 20, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 3,142 | 2,368 | 0.05% | 0.04% | 596 | +580 | 22.64% | Q4 2025 | Feb 12, 2026 |
| Rockwood Wealth Management, LLC | History | Added to | 3,139 | 2,366 | 0.18% | 0.12% | 597 | +1,094 | 53.5% | Q4 2025 | Jan 29, 2026 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | History | Added to | 3,112 | 2,364 | 0.02% | 0.02% | 598 | +239 | 8.32% | Q4 2025 | Feb 17, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 3,131 | 2,360 | 0.08% | 0.09% | 599 | +26 | 0.84% | Q4 2025 | Feb 04, 2026 |
| CORA CAPITAL ADVISORS LLC | History | No change | 3,130 | 2,359 | 0.92% | 0.99% | 600 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| ATTICUS WEALTH MANAGEMENT, LLC | History | Reduced | 3,112 | 2,345 | 0.58% | 0.63% | 601 | -219 | -6.57% | Q4 2025 | Feb 09, 2026 |
| DAVIS R M INC | History | Reduced | 3,105 | 2,340 | 0.04% | 0.04% | 602 | -46 | -1.46% | Q4 2025 | Feb 12, 2026 |
| American Trust | History | Added to | 3,102 | 2,338 | 0.2% | 0.17% | 604 | +382 | 14.04% | Q4 2025 | Feb 17, 2026 |
| SOA Wealth Advisors, LLC. | History | Added to | 3,103 | 2,338 | 0.39% | 0.4% | 603 | +1 | 0.03% | Q4 2025 | Jan 20, 2026 |
| HF Advisory Group, LLC | History | Reduced | 3,091 | 2,329 | 0.81% | 0.87% | 605 | -81 | -2.55% | Q4 2025 | Jan 23, 2026 |
| City State Bank | History | Added to | 3,087 | 2,326 | 0.64% | 0.65% | 606 | +56 | 1.85% | Q4 2025 | Jan 28, 2026 |
| Evanson Asset Management, LLC | History | Added to | 3,082 | 2,323 | 0.13% | 0.12% | 607 | +116 | 3.91% | Q4 2025 | Jan 12, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Added to | 3,082 | 2,323 | 0.11% | 0.11% | 608 | +88 | 2.94% | Q4 2025 | Feb 04, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 3,076 | 2,318 | 0.02% | 0.03% | 609 | -795 | -20.54% | Q4 2025 | Feb 13, 2026 |
| Black Diamond Financial, LLC | History | Added to | 3,074 | 2,317 | 0.24% | 0.16% | 611 | +1,101 | 55.8% | Q4 2025 | Feb 03, 2026 |
| Baker Avenue Asset Management, LP | History | Added to | 3,075 | 2,317 | 0.05% | 0.04% | 610 | +622 | 25.36% | Q4 2025 | Feb 10, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 3,036 | 2,309 | 0.16% | 0.16% | 612 | +120 | 4.12% | Q4 2025 | Jan 15, 2026 |
| Midwest Trust Co | History | Reduced | 3,062 | 2,308 | 0.03% | 0.03% | 613 | -247 | -7.46% | Q4 2025 | Feb 04, 2026 |
| TRITONPOINT WEALTH, LLC | History | Reduced | 3,056 | 2,303 | 0.23% | 0.2% | 614 | -82 | -2.61% | Q4 2025 | Jan 20, 2026 |
| Blackston Financial Advisory Group, LLC | History | Reduced | 3,044 | 2,294 | 1.4% | 1.39% | 615 | -85 | -2.72% | Q4 2025 | Feb 06, 2026 |
| Marex Group plc | History | Added to | 3,042 | 2,292 | 0.01% | 0.02% | 616 | +79 | 2.67% | Q4 2025 | Feb 12, 2026 |
| PANORAMIC INVESTMENT ADVISORS, LLC | History | Added to | 3,032 | 2,285 | 1.24% | 1.27% | 617 | +5 | 0.17% | Q4 2025 | Feb 05, 2026 |
| HANOVER ADVISORS INC | History | Reduced | 3,014 | 2,271 | 0.88% | 0.89% | 618 | -60 | -1.95% | Q4 2025 | Feb 17, 2026 |
| Bayshore Capital Advisors, LLC | History | New | 2,958 | 2,229 | 1.11% | — | 619 | +2,958 | New | Q4 2025 | Feb 05, 2026 |
| Schrum Private Wealth Management LLC | History | Reduced | 2,952 | 2,225 | 1.65% | 1.67% | 620 | -98 | -3.21% | Q4 2025 | Feb 17, 2026 |
| CWS Financial Advisors, LLC | History | Added to | 2,946 | 2,220 | 0.6% | 0.61% | 621 | +3 | 0.1% | Q4 2025 | Feb 06, 2026 |
| MERIDIAN INVESTMENT COUNSEL INC. | History | Added to | 2,943 | 2,218 | 0.53% | 0.54% | 622 | +10 | 0.34% | Q4 2025 | Jan 20, 2026 |
| Indiana Trust & Investment Management Co | History | No change | 2,928 | 2,207 | 0.65% | 0.67% | 623 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| NWAM LLC | History | Reduced | 2,892 | 2,196 | 0.12% | 0.13% | 624 | -336 | -10.41% | Q4 2025 | Feb 04, 2026 |
| Pathway Financial Advisors LLC | History | No change | 2,852 | 2,186 | 0.27% | 0.28% | 625 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | Added to | 2,865 | 2,159 | 0.13% | 0.14% | 626 | +1 | 0.03% | Q4 2025 | Feb 12, 2026 |
| Systelligence, LLC | History | Added to | 2,858 | 2,154 | 0.41% | 0.31% | 627 | +652 | 29.56% | Q4 2025 | Jan 22, 2026 |
| KDK Private Wealth Management, LLC | History | Reduced | 2,847 | 2,146 | 1.87% | 2.25% | 628 | -120 | -4.04% | Q4 2025 | Feb 12, 2026 |
| FOREFRONT WEALTH MANAGEMENT INC. | History | Added to | 2,833 | 2,135 | 1.53% | 1.49% | 630 | +109 | 4.0% | Q4 2025 | Jan 23, 2026 |
| Citizens National Bank Trust Department | History | Reduced | 2,833 | 2,135 | 0.37% | 0.38% | 629 | -30 | -1.05% | Q4 2025 | Jan 30, 2026 |
| Finward Bancorp | History | Reduced | 2,808 | 2,116 | 1.64% | 1.64% | 631 | -76 | -2.64% | Q4 2025 | Jan 21, 2026 |
| One Day In July LLC | History | Reduced | 2,805 | 2,114 | 0.17% | 0.18% | 632 | -7 | -0.25% | Q4 2025 | Feb 04, 2026 |
| REGIONS FINANCIAL CORP | History | New | 2,801 | 2,111 | 0.01% | — | 633 | +2,801 | New | Q4 2025 | Jan 27, 2026 |
| CRA Financial Services, LLC | History | Added to | 2,797 | 2,108 | 0.28% | 0.28% | 634 | +59 | 2.15% | Q4 2025 | Jan 16, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 2,787 | 2,100 | 0.11% | 0.13% | 635 | -255 | -8.38% | Q4 2025 | Feb 05, 2026 |
| Next Capital Management LLC | History | Added to | 2,773 | 2,090 | 0.67% | 0.69% | 636 | +18 | 0.65% | Q4 2025 | Feb 11, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Reduced | 2,771 | 2,088 | 0.25% | 0.25% | 637 | -35 | -1.25% | Q4 2025 | Feb 13, 2026 |
| Rolek Wealth Management LLC | History | Reduced | 2,767 | 2,085 | 1.43% | 1.56% | 638 | -23 | -0.82% | Q4 2025 | Jan 26, 2026 |
| Retireful, LLC | History | Reduced | 2,739 | 2,084 | 2.61% | 2.12% | 639 | -202 | -6.87% | Q4 2025 | Jan 15, 2026 |
| UNIQUE WEALTH, LLC | History | Added to | 2,748 | 2,071 | 0.29% | 0.23% | 640 | +633 | 29.93% | Q4 2025 | Jan 06, 2026 |
| ENTREWEALTH, LLC | History | Added to | 2,798 | 2,068 | 0.93% | 1.03% | 642 | +123 | 4.6% | Q4 2025 | Feb 13, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 2,744 | 2,068 | 0.03% | 0.03% | 641 | -2 | -0.07% | Q4 2025 | Jan 26, 2026 |
| Quantum Financial Advisors, LLC | History | No change | 2,743 | 2,067 | 0.23% | 0.25% | 643 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 2,742 | 2,066 | 0.03% | 0.04% | 644 | -292 | -9.62% | Q4 2025 | Jan 13, 2026 |
| RETIREMENT GUYS FORMULA LLC | History | Reduced | 2,741 | 2,065 | 0.94% | 0.79% | 645 | -259 | -8.63% | Q4 2025 | Jan 23, 2026 |
| Affinity Capital Advisors, LLC | History | Added to | 2,731 | 2,058 | 0.28% | 0.31% | 646 | +81 | 3.06% | Q4 2025 | Jan 09, 2026 |
| Highland Financial Advisors, LLC | History | Reduced | 2,721 | 2,051 | 0.57% | 0.59% | 647 | -13 | -0.48% | Q4 2025 | Jan 23, 2026 |
| Peachtree Investment Partners, LLC | History | Reduced | 2,718 | 2,048 | 0.68% | 0.72% | 648 | -66 | -2.37% | Q4 2025 | Feb 11, 2026 |
| TTP Investments, Inc. | History | No change | 2,716 | 2,047 | 0.67% | 0.6% | 649 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Affiance Financial, LLC | History | No change | 2,709 | 2,042 | 0.33% | 0.37% | 650 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| CDKV HOLDINGS LLC | History | New | 2,709 | 2,041 | 1.71% | — | 651 | +2,709 | New | Q4 2025 | Feb 17, 2026 |
| BAMCO INC /NY/ | History | New | 2,682 | 2,021 | 0.01% | — | 652 | +2,682 | New | Q4 2025 | Feb 17, 2026 |
| FIRST NATIONAL TRUST CO | History | Reduced | 2,677 | 2,017 | 0.07% | 0.07% | 653 | -15 | -0.56% | Q4 2025 | Feb 09, 2026 |
| Community Bank, N.A. | History | No change | 2,675 | 2,016 | 0.24% | 0.24% | 654 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| UNION SAVINGS BANK | History | New | 2,674 | 2,015 | 0.87% | — | 655 | +2,674 | New | Q4 2025 | Mar 06, 2026 |
| WIN ADVISORS, INC | History | New | 2,672 | 2,014 | 0.86% | — | 657 | +2,672 | New | Q4 2025 | Feb 04, 2026 |
| Round Rock Advisors LLC | History | Reduced | 2,673 | 2,014 | 0.3% | 0.32% | 656 | -5 | -0.19% | Q4 2025 | Apr 07, 2026 |
| Austin Wealth Management, LLC | History | Reduced | 2,668 | 2,013 | 0.3% | 0.32% | 658 | -7 | -0.26% | Q4 2025 | Jan 26, 2026 |
| AlTi Global, Inc. | History | Reduced | 2,668 | 2,011 | 0.04% | 0.05% | 659 | -91 | -3.3% | Q4 2025 | Feb 13, 2026 |
| WealthTrust Asset Management, LLC | History | Reduced | 2,652 | 1,999 | 1.4% | 5.8% | 660 | -8,566 | -76.36% | Q4 2025 | Feb 04, 2026 |
| Brooklyn Investment Group | History | Added to | 2,618 | 1,997 | 0.09% | 0.2% | 661 | +400 | 18.03% | Q4 2025 | Feb 12, 2026 |
| Tidal Investments LLC | History | Reduced | 2,646 | 1,994 | 0.0% | 0.04% | 662 | -23,815 | -90.0% | Q4 2025 | Feb 13, 2026 |
| Krilogy Financial LLC | History | Reduced | 2,621 | 1,992 | 0.07% | 0.1% | 663 | -802 | -23.43% | Q4 2025 | Jan 27, 2026 |
| SteelPeak Wealth, LLC | History | Reduced | 2,636 | 1,986 | 0.06% | 0.11% | 664 | -1,867 | -41.46% | Q4 2025 | Jan 20, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 2,618 | 1,986 | 0.06% | 0.06% | 665 | +510 | 24.19% | Q4 2025 | Jan 23, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Reduced | 2,632 | 1,984 | 0.12% | 0.14% | 666 | -695 | -20.89% | Q4 2025 | Jan 20, 2026 |
| MOSELEY INVESTMENT MANAGEMENT INC | History | Reduced | 2,619 | 1,974 | 0.61% | 0.6% | 667 | -19 | -0.72% | Q4 2025 | Jan 20, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 2,605 | 1,964 | 0.09% | 0.1% | 668 | -500 | -16.1% | Q4 2025 | Jan 21, 2026 |
| Venture Visionary Partners LLC | History | Reduced | 2,598 | 1,958 | 0.06% | 0.07% | 669 | -99 | -3.67% | Q4 2025 | Feb 13, 2026 |
| Sovereign Financial Group, Inc. | History | Added to | 2,588 | 1,950 | 0.34% | 0.34% | 670 | +176 | 7.3% | Q4 2025 | Jan 07, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 2,579 | 1,943 | 0.11% | 0.11% | 671 | +142 | 5.83% | Q4 2025 | Feb 04, 2026 |
| Blue Trust, Inc. | History | Reduced | 2,571 | 1,938 | 0.02% | 0.02% | 672 | -65 | -2.47% | Q4 2025 | Jan 16, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | No change | 2,539 | 1,913 | 0.92% | 0.92% | 673 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| North Star Investment Management Corp. | History | Reduced | 2,530 | 1,907 | 0.12% | 0.12% | 674 | -15 | -0.59% | Q4 2025 | Jan 30, 2026 |
| Larson Financial Group LLC | History | Added to | 2,527 | 1,904 | 0.06% | 0.06% | 676 | +74 | 3.02% | Q4 2025 | Feb 06, 2026 |
| Gryphon Financial Partners LLC | History | No change | 2,527 | 1,904 | 0.2% | 0.22% | 675 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 2,524 | 1,902 | 0.15% | 0.16% | 677 | +194 | 8.33% | Q4 2025 | Jan 13, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Reduced | 2,511 | 1,892 | 0.03% | 0.04% | 678 | -456 | -15.37% | Q4 2025 | Jan 23, 2026 |
| Signature Equity Partners, LLC | History | New | 2,503 | 1,886 | 1.04% | — | 679 | +2,503 | New | Q4 2025 | Feb 17, 2026 |
| Bay Harbor Wealth Management, LLC | History | No change | 2,495 | 1,880 | 0.49% | 0.5% | 680 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Hershey Financial Advisers, LLC | History | Reduced | 2,478 | 1,867 | 1.58% | 1.66% | 681 | -115 | -4.44% | Q4 2025 | Feb 18, 2026 |
| Zullo Investment Group, Inc. | History | No change | 2,468 | 1,860 | 0.68% | 0.68% | 682 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Autumn Glory Partners, LLC | History | Reduced | 2,462 | 1,855 | 0.65% | 0.79% | 683 | -106 | -4.13% | Q4 2025 | Jan 27, 2026 |
| Berkeley Capital Partners, LLC | History | Reduced | 2,455 | 1,850 | 0.44% | 0.44% | 684 | -11 | -0.45% | Q4 2025 | Feb 05, 2026 |
| FineMark National Bank & Trust | History | Reduced | 2,449 | 1,846 | 0.06% | 0.06% | 685 | -4 | -0.16% | Q4 2025 | Feb 12, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 2,424 | 1,827 | 0.25% | — | 686 | +2,424 | New | Q4 2025 | Feb 17, 2026 |
| Arax Advisory Partners | History | New | 2,424 | 1,827 | 0.05% | — | 687 | +2,424 | New | Q4 2025 | Feb 13, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Reduced | 2,424 | 1,826 | 0.2% | 0.21% | 688 | -39 | -1.58% | Q4 2025 | Feb 18, 2026 |
| Carnegie Investment Counsel | History | Added to | 2,411 | 1,817 | 0.03% | 0.03% | 689 | +68 | 2.9% | Q4 2025 | Jan 23, 2026 |
| Apella Capital, LLC | History | Added to | 2,409 | 1,815 | 0.04% | 0.02% | 690 | +974 | 67.87% | Q4 2025 | Jan 21, 2026 |
| Belvedere Trading LLC | History | Added to | 2,400 | 1,809 | 0.0% | 0.0% | 691 | +1,800 | 300.0% | Q4 2025 | Feb 10, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Added to | 2,395 | 1,805 | 0.11% | 0.11% | 692 | +61 | 2.61% | Q4 2025 | Feb 17, 2026 |
| SECURITY NATIONAL BANK OF SO DAK | History | New | 2,387 | 1,799 | 0.89% | — | 693 | +2,387 | New | Q4 2025 | Feb 13, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 2,378 | 1,792 | 0.01% | 0.01% | 694 | +39 | 1.67% | Q4 2025 | Feb 12, 2026 |
| McNaughton Wealth Management, LLC | History | Added to | 2,368 | 1,784 | 0.73% | 0.74% | 695 | +20 | 0.85% | Q4 2025 | Jan 12, 2026 |
| WJ Financial Advisors LLC | History | No change | 2,357 | 1,776 | 1.58% | 1.71% | 696 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Calamos Wealth Management LLC | History | Added to | 2,355 | 1,775 | 0.06% | 0.02% | 697 | +1,625 | 222.6% | Q4 2025 | Jan 29, 2026 |
| ARWA LLC | History | New | 2,355 | 1,774 | 1.04% | — | 698 | +2,355 | New | Q4 2025 | Feb 27, 2026 |
| GPS Wealth Strategies Group, LLC | History | Reduced | 2,353 | 1,773 | 1.51% | 3.88% | 699 | -46,891 | -95.22% | Q4 2025 | Feb 06, 2026 |
| Regent Peak Wealth Advisors LLC | History | Reduced | 2,345 | 1,767 | 0.35% | 0.36% | 701 | -54 | -2.25% | Q4 2025 | Jan 08, 2026 |
| Beacon Financial Advisory LLC | History | Added to | 2,344 | 1,767 | 0.41% | 0.4% | 700 | +8 | 0.34% | Q4 2025 | Feb 17, 2026 |
| RiverFront Investment Group, LLC | History | No change | 2,336 | 1,760 | 0.03% | 0.03% | 702 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Embree Financial Group | History | No change | 2,329 | 1,755 | 0.22% | 0.23% | 703 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| WOODWARD DIVERSIFIED CAPITAL, LLC | History | Reduced | 2,319 | 1,748 | 0.8% | 0.82% | 704 | -26 | -1.11% | Q4 2025 | Jan 14, 2026 |
| ELEVATUS WELATH MANAGEMENT | History | No change | 2,300 | 1,733 | 0.47% | 0.5% | 705 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Ethos Capital Management, Inc. | History | New | 2,296 | 1,730 | 1.63% | — | 706 | +2,296 | New | Q4 2025 | Jan 21, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 2,291 | 1,726 | 0.06% | 0.06% | 707 | -294 | -11.37% | Q4 2025 | Jan 09, 2026 |
| Trust Point Inc. | History | No change | 2,279 | 1,717 | 0.14% | 0.14% | 708 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| JB Capital LLC | History | Added to | 2,267 | 1,709 | 0.07% | 0.07% | 709 | +222 | 10.86% | Q4 2025 | Jan 20, 2026 |
| Keystone Financial Group | History | Reduced | 2,266 | 1,708 | 0.13% | 0.16% | 710 | -530 | -18.96% | Q4 2025 | Feb 06, 2026 |
| Pines Wealth Management, LLC | History | No change | 2,266 | 1,708 | 0.55% | 0.57% | 711 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Capital Square, LLC | History | Added to | 2,262 | 1,704 | 0.87% | 0.85% | 712 | +27 | 1.21% | Q4 2025 | Feb 13, 2026 |
| Avantax Planning Partners, Inc. | History | Reduced | 2,258 | 1,701 | 0.05% | 0.08% | 713 | -1,252 | -35.67% | Q4 2025 | Feb 05, 2026 |
| Ascent Wealth Partners, LLC | History | No change | 2,240 | 1,688 | 0.19% | 0.19% | 714 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| American Institute for Advanced Investment Management, LLP | History | Added to | 2,227 | 1,678 | 1.08% | 1.09% | 715 | +1 | 0.04% | Q4 2025 | Feb 04, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | Added to | 2,212 | 1,667 | 0.48% | 0.4% | 716 | +604 | 37.56% | Q4 2025 | Feb 11, 2026 |
| Cadent Capital Advisors, LLC | History | Added to | 2,200 | 1,658 | 0.43% | 0.43% | 717 | +5 | 0.23% | Q4 2025 | Jan 13, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 2,198 | 1,656 | 0.3% | 0.03% | 718 | +38 | 1.76% | Q4 2025 | Mar 04, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 2,195 | 1,654 | 0.0% | 0.0% | 719 | +1,278 | 139.37% | Q4 2025 | Feb 13, 2026 |
| Secure Asset Management, LLC | History | Added to | 2,196 | 1,654 | 0.26% | 0.26% | 720 | +87 | 4.13% | Q4 2025 | Jan 20, 2026 |
| SIGNATUREFD, LLC | History | Added to | 2,193 | 1,653 | 0.03% | 0.02% | 721 | +125 | 6.04% | Q4 2025 | Jan 20, 2026 |
| Towerpoint Wealth, LLC | History | Reduced | 2,186 | 1,648 | 0.65% | 0.67% | 722 | -14 | -0.64% | Q4 2025 | Jan 15, 2026 |
| Outlook Wealth Advisors, LLC | History | Added to | 2,166 | 1,632 | 0.37% | 0.38% | 723 | +130 | 6.39% | Q4 2025 | Feb 11, 2026 |
| Choate Investment Advisors | History | Added to | 2,155 | 1,624 | 0.03% | 0.03% | 724 | +76 | 3.66% | Q4 2025 | Feb 09, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 2,143 | 1,615 | 0.18% | 0.17% | 725 | +61 | 2.93% | Q4 2025 | Jan 23, 2026 |
| Kellett Wealth Advisors, LLC | History | Added to | 2,137 | 1,610 | 0.92% | 0.9% | 726 | +145 | 7.28% | Q4 2025 | Jan 23, 2026 |
| Laurel Wealth Advisors LLC | History | Reduced | 2,127 | 1,603 | 0.21% | 0.22% | 727 | -10 | -0.47% | Q4 2025 | Jan 30, 2026 |
| Regal Investment Advisors LLC | History | Added to | 2,124 | 1,601 | 0.1% | 0.1% | 728 | +127 | 6.36% | Q4 2025 | Feb 17, 2026 |
| ORLEANS CAPITAL MANAGEMENT CORP/LA | History | Reduced | 2,123 | 1,600 | 0.99% | 1.22% | 729 | -400 | -15.85% | Q4 2025 | Feb 13, 2026 |
| Independent Advisor Alliance | History | Added to | 2,121 | 1,598 | 0.04% | 0.04% | 730 | +117 | 5.84% | Q4 2025 | Feb 04, 2026 |
| Cascades Capital Asset Management, LLC | History | Added to | 2,117 | 1,595 | 0.67% | 0.53% | 731 | +515 | 32.15% | Q4 2025 | Feb 04, 2026 |
| Long Island Wealth Management, Inc. | History | Reduced | 2,110 | 1,590 | 0.75% | 0.78% | 732 | -34 | -1.59% | Q4 2025 | Jan 21, 2026 |
| McGuire Investment Group, LLC | History | Reduced | 2,109 | 1,589 | 0.17% | 0.23% | 733 | -670 | -24.11% | Q4 2025 | Jan 26, 2026 |
| Teucrium Investment Advisors, LLC | History | New | 2,107 | 1,588 | 1.74% | — | 735 | +2,107 | New | Q4 2025 | Feb 17, 2026 |
| Falcon Wealth Planning | History | Added to | 2,107 | 1,588 | 0.13% | 0.14% | 734 | +54 | 2.63% | Q4 2025 | Feb 03, 2026 |
| Private Wealth Advisors, LLC | History | Reduced | 2,100 | 1,583 | 0.51% | 0.53% | 736 | -7 | -0.33% | Q4 2025 | Feb 06, 2026 |
| Plancorp, LLC | History | Added to | 2,099 | 1,581 | 0.05% | 0.05% | 737 | +14 | 0.67% | Q4 2025 | Feb 05, 2026 |
| Jacobs Equity LLC | History | New | 2,075 | 1,564 | 1.51% | — | 738 | +2,075 | New | Q4 2025 | Feb 19, 2026 |
| OneAscent Financial Services LLC | History | New | 2,073 | 1,562 | 0.14% | — | 739 | +2,073 | New | Q4 2025 | Feb 11, 2026 |
| Safe Harbor Family Capital, LLC | History | New | 2,065 | 1,556 | 1.37% | — | 741 | +2,065 | New | Q4 2025 | Jan 30, 2026 |
| Redwood Financial Network Corp | History | Reduced | 2,065 | 1,556 | 0.99% | 1.08% | 740 | -223 | -9.75% | Q4 2025 | Feb 10, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | New | 2,062 | 1,554 | 0.03% | — | 742 | +2,062 | New | Q4 2025 | Feb 17, 2026 |
| Running Point Capital Advisors, LLC | History | Added to | 2,062 | 1,554 | 0.42% | 0.41% | 743 | +15 | 0.73% | Q4 2025 | Feb 17, 2026 |
| Inspire Advisors, LLC | History | Reduced | 2,059 | 1,551 | 0.14% | 0.15% | 744 | -112 | -5.16% | Q4 2025 | Feb 13, 2026 |
| Mill Creek Capital Advisors, LLC | History | Added to | 2,054 | 1,547 | 0.03% | 0.02% | 745 | +649 | 46.19% | Q4 2025 | Feb 13, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | No change | 2,050 | 1,545 | 0.47% | 0.47% | 746 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Compass Financial Group, Inc. (Ohio) | History | New | 2,049 | 1,544 | 1.13% | — | 748 | +2,049 | New | Q4 2025 | Mar 04, 2026 |
| Vivaldi Capital Management LP | History | Added to | 2,049 | 1,544 | 0.21% | 0.15% | 747 | +654 | 46.88% | Q4 2025 | Feb 13, 2026 |
| Riverbend Wealth Management, LLC | History | Reduced | 2,043 | 1,540 | 0.96% | 1.07% | 749 | -18 | -0.87% | Q4 2025 | Jan 29, 2026 |
| Cassaday & Co Wealth Management LLC | History | Reduced | 2,028 | 1,528 | 0.03% | 0.04% | 751 | -175 | -7.94% | Q4 2025 | Feb 03, 2026 |
| Mainstream Capital Management LLC | History | Reduced | 2,028 | 1,528 | 1.0% | 1.08% | 752 | -154 | -7.06% | Q4 2025 | Jan 21, 2026 |
| JTC Employer Solutions Trustee Ltd | History | No change | 2,028 | 1,528 | 0.1% | 0.13% | 750 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Berger Financial Group, Inc | History | Reduced | 2,020 | 1,522 | 0.09% | 0.09% | 753 | -59 | -2.84% | Q4 2025 | Jan 27, 2026 |
| Retirement Planning Co of New England, Inc. | History | Reduced | 2,008 | 1,513 | 0.61% | 0.62% | 754 | -42 | -2.05% | Q4 2025 | Jan 28, 2026 |
| Telos Capital Management, Inc. | History | Added to | 2,002 | 1,509 | 0.14% | 0.12% | 755 | +388 | 24.04% | Q4 2025 | Jan 22, 2026 |
| RIVERSEDGE ADVISORS, LLC | History | Reduced | 2,001 | 1,508 | 0.25% | 0.25% | 756 | -28 | -1.38% | Q4 2025 | Jan 07, 2026 |
| Quintet Private Bank (Europe) S.A. | History | No change | 2,000 | 1,507 | 0.09% | 0.08% | 757 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 1,999 | 1,506 | 0.21% | 0.21% | 758 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| APS Management Group, Inc. | History | Reduced | 1,981 | 1,495 | 1.28% | 1.38% | 759 | -99 | -4.76% | Q4 2025 | Jan 28, 2026 |
| CASTLE WEALTH MANAGEMENT LLC | History | Reduced | 1,982 | 1,494 | 0.49% | 0.51% | 760 | -33 | -1.64% | Q4 2025 | Jan 22, 2026 |
| Advisory Alpha, LLC | History | Reduced | 1,977 | 1,492 | 0.04% | 0.05% | 761 | -445 | -18.37% | Q4 2025 | Feb 06, 2026 |
| WealthCare Investment Partners, LLC | History | Reduced | 1,974 | 1,492 | 0.43% | 0.51% | 762 | -109 | -5.23% | Q4 2025 | Jan 06, 2026 |
| MARIPAU WEALTH MANAGEMENT LLC | History | Reduced | 1,990 | 1,491 | 0.69% | 0.75% | 763 | -6 | -0.3% | Q4 2025 | Feb 17, 2026 |
| CHRISTINE MESSMER PC | History | New | 1,972 | 1,486 | 0.97% | — | 765 | +1,972 | New | Q4 2025 | Feb 03, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 1,972 | 1,486 | 0.09% | 0.14% | 764 | -1,313 | -39.97% | Q4 2025 | Jan 30, 2026 |
| Warwick Investment Management, Inc. | History | Added to | 1,968 | 1,483 | 0.23% | 0.24% | 766 | +131 | 7.13% | Q4 2025 | Jan 15, 2026 |
| Pine Valley Investments Ltd Liability Co | History | Reduced | 1,969 | 1,483 | 0.07% | 0.07% | 767 | -35 | -1.75% | Q4 2025 | Feb 13, 2026 |
| Moment Partners, LLC | History | Added to | 1,957 | 1,475 | 0.3% | 0.22% | 768 | +254 | 14.91% | Q4 2025 | Feb 10, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 1,955 | 1,472 | 0.02% | 0.03% | 769 | -793 | -28.86% | Q4 2025 | Feb 09, 2026 |
| Key FInancial Inc | History | Reduced | 1,939 | 1,461 | 0.27% | 0.28% | 770 | -91 | -4.48% | Q4 2025 | Feb 09, 2026 |
| Riverpoint Wealth Management Holdings, LLC | History | Added to | 1,935 | 1,458 | 0.31% | 0.32% | 771 | +1 | 0.05% | Q4 2025 | Feb 10, 2026 |
| DOLIVER ADVISORS, LP | History | Added to | 1,927 | 1,452 | 0.36% | 0.28% | 772 | +471 | 32.35% | Q4 2025 | Jan 06, 2026 |
| Advocate Investing Services LLC | History | New | 1,924 | 1,450 | 1.3% | — | 774 | +1,924 | New | Q4 2025 | Feb 12, 2026 |
| Allied Investment Advisors, LLC | History | No change | 1,924 | 1,450 | 0.22% | 0.23% | 773 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Madison Wealth Partners, Inc | History | Added to | 1,913 | 1,442 | 0.26% | 0.28% | 775 | +29 | 1.54% | Q4 2025 | Feb 10, 2026 |
| OBSIDIAN CIO, LLC | History | Added to | 21,554 | 1,439 | 2.13% | 0.49% | 776 | +16,596 | 334.73% | Q4 2025 | Feb 18, 2026 |
| Aventus Investment Advisors, Inc. | History | Reduced | 1,907 | 1,437 | 1.16% | 1.25% | 777 | -60 | -3.05% | Q4 2025 | Jan 14, 2026 |
| ATX Financial Planning, LLC | History | New | 1,890 | 1,424 | 1.1% | — | 778 | +1,890 | New | Q4 2025 | Feb 19, 2026 |
| BLUEDOOR PRIVATE WEALTH, LLC | History | New | 1,886 | 1,421 | 0.66% | — | 779 | +1,886 | New | Q4 2025 | Feb 17, 2026 |
| Visionary Wealth Advisors | History | Reduced | 1,878 | 1,415 | 0.06% | 0.07% | 780 | -43 | -2.24% | Q4 2025 | Feb 13, 2026 |
| PDS Planning, Inc | History | Added to | 1,872 | 1,411 | 0.09% | 0.1% | 781 | +27 | 1.46% | Q4 2025 | Jan 26, 2026 |
| HCR Wealth Advisors | History | Added to | 1,873 | 1,411 | 0.14% | 0.15% | 782 | +11 | 0.59% | Q4 2025 | Jan 27, 2026 |
| Sowell Financial Services LLC | History | Added to | 1,869 | 1,409 | 0.05% | 0.05% | 783 | +224 | 13.62% | Q4 2025 | Jan 21, 2026 |
| Capital Squared Financial LLC | History | Reduced | 1,868 | 1,407 | 1.1% | 1.22% | 784 | -11 | -0.59% | Q4 2025 | Apr 17, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Reduced | 1,864 | 1,404 | 0.07% | 0.08% | 785 | -34 | -1.79% | Q4 2025 | Jan 12, 2026 |
| Sunrise Financial Services, LLC | History | New | 1,860 | 1,402 | 1.06% | — | 786 | +1,860 | New | Q4 2025 | Feb 11, 2026 |
| Advyzon Investment Management, LLC | History | Reduced | 1,852 | 1,396 | 0.16% | 0.24% | 787 | -21 | -1.12% | Q4 2025 | Feb 13, 2026 |
| NICOLET BANKSHARES INC | History | Added to | 1,849 | 1,393 | 0.22% | 0.08% | 788 | +1,185 | 178.46% | Q4 2025 | Feb 09, 2026 |
| Americana Partners, LLC | History | Reduced | 1,849 | 1,393 | 0.04% | 0.04% | 789 | -10 | -0.54% | Q4 2025 | Feb 06, 2026 |
| Relyea Zuckerberg Hanson LLC | History | Reduced | 1,843 | 1,389 | 0.14% | 0.15% | 790 | -45 | -2.38% | Q4 2025 | Jan 20, 2026 |
| Ramsay, Stattman, Vela & Price, Inc. | History | No change | 1,839 | 1,386 | 0.25% | 0.25% | 791 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Blue Fin Capital, Inc. | History | Added to | 1,833 | 1,381 | 0.21% | 0.2% | 792 | +114 | 6.63% | Q4 2025 | Jan 23, 2026 |
| GREENLEAF TRUST | History | No change | 1,831 | 1,380 | 0.01% | 0.01% | 793 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Birch Hill Investment Advisors LLC | History | Added to | 1,830 | 1,379 | 0.06% | 0.05% | 794 | +161 | 9.65% | Q4 2025 | Jan 27, 2026 |
| Conservest Capital Advisors, Inc. | History | Added to | 1,828 | 1,377 | 0.12% | 0.12% | 795 | +105 | 6.09% | Q4 2025 | Feb 12, 2026 |
| STOCK YARDS BANK & TRUST CO | History | Reduced | 1,821 | 1,372 | 0.04% | 0.05% | 796 | -241 | -11.69% | Q4 2025 | Jan 21, 2026 |
| Empowered Funds, LLC | History | Added to | 1,819 | 1,371 | 0.02% | 0.01% | 797 | +753 | 70.64% | Q4 2025 | Feb 18, 2026 |
| BOS Asset Management, LLC | History | No change | 1,819 | 1,371 | 0.37% | 0.38% | 798 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Rinkey Investments | History | Reduced | 1,816 | 1,369 | 0.35% | 0.39% | 799 | -146 | -7.44% | Q4 2025 | Feb 04, 2026 |
| Family Office Research LLC | History | Reduced | 1,794 | 1,369 | 0.56% | 0.63% | 800 | -125 | -6.51% | Q4 2025 | Feb 09, 2026 |
| BOK Financial Private Wealth, Inc. | History | Added to | 1,806 | 1,361 | 0.08% | 0.05% | 801 | +767 | 73.82% | Q4 2025 | Feb 06, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | Reduced | 1,805 | 1,360 | 0.09% | 0.1% | 802 | -146 | -7.48% | Q4 2025 | Feb 04, 2026 |
| ROCKLAND TRUST CO | History | Reduced | 1,804 | 1,359 | 0.05% | 0.06% | 803 | -24 | -1.31% | Q4 2025 | Jan 15, 2026 |
| Nautilus Advisors LLC | History | No change | 1,800 | 1,356 | 0.89% | 0.9% | 804 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| TAGStone Capital, Inc. | History | Added to | 1,792 | 1,350 | 0.5% | 0.52% | 805 | +18 | 1.01% | Q4 2025 | Feb 10, 2026 |
| Wealth Watch Advisors, INC | History | Reduced | 1,783 | 1,343 | 0.5% | 0.56% | 806 | -36 | -1.98% | Q4 2025 | Feb 17, 2026 |
| SmartHarvest Portfolios, LLC | History | New | 1,780 | 1,341 | 0.47% | — | 807 | +1,780 | New | Q4 2025 | Feb 12, 2026 |
| RM Financial Services, LLC | History | New | 1,776 | 1,338 | 1.19% | — | 808 | +1,776 | New | Q4 2025 | Feb 11, 2026 |
| Clarius Group, LLC | History | Reduced | 1,775 | 1,337 | 0.08% | 0.14% | 809 | -1,291 | -42.11% | Q4 2025 | Jan 14, 2026 |
| Main Street Group, LTD | History | Added to | 1,770 | 1,334 | 0.46% | 0.37% | 810 | +61 | 3.57% | Q4 2025 | Jan 26, 2026 |
| Csenge Advisory Group | History | Reduced | 1,768 | 1,332 | 0.06% | 0.13% | 811 | -1,830 | -50.86% | Q4 2025 | Feb 06, 2026 |
| Level Wealth Management LLC | History | Reduced | 1,766 | 1,330 | 0.68% | 0.71% | 812 | -35 | -1.94% | Q4 2025 | Feb 02, 2026 |
| AVISO WEALTH MANAGEMENT | History | Added to | 1,763 | 1,329 | 0.56% | 0.55% | 813 | +68 | 4.01% | Q4 2025 | Feb 13, 2026 |
| Chesapeake Wealth Management | History | Added to | 1,757 | 1,324 | 0.39% | 0.36% | 814 | +180 | 11.41% | Q4 2025 | Feb 03, 2026 |
| SIGMA INVESTMENT COUNSELORS INC | History | Added to | 1,738 | 1,310 | 0.07% | 0.06% | 815 | +197 | 12.78% | Q4 2025 | Feb 03, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 1,737 | 1,309 | 0.07% | 0.05% | 816 | +654 | 60.39% | Q4 2025 | Feb 10, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | Added to | 1,721 | 1,297 | 0.05% | 0.05% | 817 | +149 | 9.48% | Q4 2025 | Jan 16, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 1,716 | 1,293 | 0.06% | 0.06% | 818 | -1 | -0.06% | Q4 2025 | Feb 10, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | Reduced | 1,713 | 1,291 | 0.07% | 0.08% | 819 | -129 | -7.0% | Q4 2025 | Feb 13, 2026 |
| Gateway Wealth Partners, LLC | History | Reduced | 1,713 | 1,291 | 0.14% | 0.18% | 822 | -77 | -4.3% | Q4 2025 | Feb 11, 2026 |
| Bogart Wealth, LLC | History | Added to | 1,714 | 1,291 | 0.05% | 0.05% | 820 | +38 | 2.27% | Q4 2025 | Jan 30, 2026 |
| Fortis Capital Advisors, LLC | History | Added to | 1,714 | 1,291 | 0.19% | 0.2% | 821 | +15 | 0.88% | Q4 2025 | Jan 27, 2026 |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | History | No change | 1,706 | 1,286 | 0.54% | 0.54% | 823 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Redwood Investment Management, LLC | History | Reduced | 1,698 | 1,280 | 0.14% | 0.16% | 824 | -317 | -15.73% | Q4 2025 | Feb 17, 2026 |
| GARRISON POINT ADVISORS, LLC | History | Added to | 1,682 | 1,267 | 0.56% | 0.46% | 825 | +213 | 14.5% | Q4 2025 | Feb 13, 2026 |
| Northwest Wealth Advisors, LLC | History | New | 1,680 | 1,266 | 0.99% | — | 826 | +1,680 | New | Q4 2025 | Feb 06, 2026 |
| Hillcrest Wealth Advisors - NY, LLC | History | Added to | 1,675 | 1,262 | 0.54% | 0.44% | 827 | +375 | 28.85% | Q4 2025 | Jan 12, 2026 |
| Gallacher Capital Management LLC | History | No change | 1,669 | 1,257 | 0.49% | 0.49% | 828 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | Added to | 1,665 | 1,254 | 0.41% | 0.41% | 829 | +1 | 0.06% | Q4 2025 | Jan 27, 2026 |
| Ballentine Partners, LLC | History | Added to | 1,662 | 1,252 | 0.02% | 0.02% | 830 | +154 | 10.21% | Q4 2025 | Feb 03, 2026 |
| COOKSON PEIRCE & CO INC | History | Reduced | 1,655 | 1,247 | 0.05% | 0.05% | 831 | -33 | -1.95% | Q4 2025 | Feb 11, 2026 |
| 17 CAPITAL PARTNERS, LLC | History | Reduced | 1,654 | 1,246 | 0.64% | 0.67% | 832 | -6 | -0.36% | Q4 2025 | Feb 13, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Added to | 1,643 | 1,238 | 0.04% | 0.04% | 833 | +136 | 9.02% | Q4 2025 | Feb 13, 2026 |
| IPG Investment Advisors LLC | History | Added to | 1,638 | 1,234 | 0.22% | 0.2% | 834 | +159 | 10.75% | Q4 2025 | Feb 09, 2026 |
| Confluence Wealth Services, Inc. | History | Reduced | 1,636 | 1,233 | 0.05% | 0.06% | 835 | -122 | -6.94% | Q4 2025 | Jan 28, 2026 |
| Strategies Wealth Advisors, LLC | History | Reduced | 1,634 | 1,232 | 0.12% | 0.13% | 836 | -39 | -2.33% | Q4 2025 | Feb 13, 2026 |
| Heritage Trust Co | History | No change | 1,627 | 1,226 | 0.12% | 0.13% | 837 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Arkos Global Advisors | History | No change | 1,621 | 1,222 | 0.16% | 0.15% | 838 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Added to | 1,617 | 1,219 | 0.08% | 0.07% | 839 | +363 | 28.95% | Q4 2025 | Feb 02, 2026 |
| Journey Advisory Group, LLC | History | Reduced | 1,618 | 1,219 | 0.1% | 0.09% | 840 | -35 | -2.12% | Q4 2025 | Jan 27, 2026 |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | History | Added to | 1,606 | 1,210 | 0.19% | 0.19% | 841 | +2 | 0.12% | Q4 2025 | Jan 23, 2026 |
| Colter Lewis Investment Partners LLC | History | New | 1,601 | 1,206 | 1.39% | — | 843 | +1,601 | New | Q4 2025 | Feb 17, 2026 |
| AA Financial Advisors, LLC | History | Added to | 1,601 | 1,206 | 0.22% | 0.23% | 842 | +1 | 0.06% | Q4 2025 | Jan 14, 2026 |
| SIMPLEX TRADING, LLC | History | New | 1,596 | 1,203 | 0.0% | — | 844 | +1,596 | New | Q4 2025 | Feb 11, 2026 |
| Sequent Planning LLC | History | Added to | 1,591 | 1,199 | 0.31% | 0.31% | 845 | +107 | 7.21% | Q4 2025 | Feb 05, 2026 |
| Dunhill Financial, LLC | History | Added to | 1,590 | 1,198 | 0.29% | 0.26% | 846 | +232 | 17.08% | Q4 2025 | Jan 29, 2026 |
| MOR Wealth Management, LLC | History | New | 1,587 | 1,196 | 0.55% | — | 847 | +1,587 | New | Q4 2025 | Jan 15, 2026 |
| Bensler, LLC | History | Reduced | 1,578 | 1,189 | 0.12% | 0.12% | 848 | -9 | -0.57% | Q4 2025 | Feb 04, 2026 |
| SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ | History | New | 1,575 | 1,187 | 0.76% | — | 849 | +1,575 | New | Q4 2025 | Feb 13, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Reduced | 1,574 | 1,186 | 0.13% | 0.14% | 850 | -11 | -0.69% | Q4 2025 | Jan 14, 2026 |
| FIRST AMERICAN TRUST, FSB | History | Added to | 1,569 | 1,182 | 0.08% | 0.05% | 851 | +679 | 76.29% | Q4 2025 | Feb 11, 2026 |
| Goelzer Investment Management, Inc. | History | Reduced | 1,568 | 1,181 | 0.05% | 0.06% | 852 | -33 | -2.06% | Q4 2025 | Jan 14, 2026 |
| NEW WAVE WEALTH ADVISORS LLC | History | Reduced | 1,562 | 1,177 | 0.43% | 1.08% | 853 | -2,599 | -62.46% | Q4 2025 | Jan 21, 2026 |
| Sherry Group, Inc. | History | New | 1,542 | 1,173 | 1.23% | — | 854 | +1,542 | New | Q4 2025 | Feb 05, 2026 |
| Ledyard National Bank | History | Reduced | 1,556 | 1,172 | 0.1% | 0.1% | 855 | -3 | -0.19% | Q4 2025 | Jan 21, 2026 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | History | No change | 1,553 | 1,170 | 0.42% | 0.4% | 856 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Battery Global Advisors, LLC | History | Added to | 6,113 | 1,167 | 0.54% | 0.13% | 857 | +5,742 | 1547.71% | Q4 2025 | Feb 13, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | Added to | 1,547 | 1,166 | 0.06% | 0.01% | 858 | +1,233 | 392.68% | Q4 2025 | Feb 17, 2026 |
| Kropog Financial Group, LLC | History | Reduced | 1,544 | 1,163 | 0.9% | 0.96% | 859 | -22 | -1.4% | Q4 2025 | Feb 05, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Reduced | 1,541 | 1,161 | 0.14% | 0.16% | 860 | -98 | -5.98% | Q4 2025 | Jan 26, 2026 |
| Accurate Wealth Management, LLC | History | Added to | 1,523 | 1,160 | 0.15% | 0.14% | 861 | +72 | 4.96% | Q4 2025 | Jan 14, 2026 |
| Cypress Wealth Services, LLC | History | New | 1,539 | 1,159 | 0.16% | — | 862 | +1,539 | New | Q4 2025 | Jan 14, 2026 |
| VSM Wealth Advisory, LLC | History | Added to | 1,528 | 1,151 | 0.35% | 0.34% | 863 | +60 | 4.09% | Q4 2025 | Feb 06, 2026 |
| HUB Investment Partners, LLC | History | No change | 1,526 | 1,150 | 0.03% | 0.04% | 864 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Daybright Advisory Services, Inc. | History | New | 1,518 | 1,143 | 0.3% | — | 865 | +1,518 | New | Q4 2025 | Feb 12, 2026 |
| Plante Moran Financial Advisors, LLC | History | Reduced | 1,514 | 1,140 | 0.07% | 0.08% | 866 | -124 | -7.57% | Q4 2025 | Feb 05, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | New | 1,513 | 1,139 | 0.01% | — | 867 | +1,513 | New | Q4 2025 | Feb 17, 2026 |
| SYM FINANCIAL Corp | History | Reduced | 1,510 | 1,138 | 0.12% | 0.14% | 868 | -306 | -16.85% | Q4 2025 | Feb 13, 2026 |
| Coastal Bridge Advisors, LLC | History | Added to | 1,502 | 1,132 | 0.08% | 0.08% | 869 | +46 | 3.16% | Q4 2025 | Feb 18, 2026 |
| Altus Wealth Management, LLC | History | No change | 1,498 | 1,129 | 0.49% | 0.5% | 870 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | Reduced | 1,497 | 1,128 | 0.15% | 0.19% | 871 | -235 | -13.57% | Q4 2025 | Jan 21, 2026 |
| APPLETON PARTNERS INC/MA | History | Reduced | 1,495 | 1,127 | 0.07% | 0.1% | 872 | -600 | -28.64% | Q4 2025 | Jan 09, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Added to | 1,481 | 1,126 | 0.01% | 0.01% | 873 | +692 | 87.71% | Q4 2025 | Feb 03, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Reduced | 1,493 | 1,125 | 0.06% | 0.06% | 874 | -43 | -2.8% | Q4 2025 | Feb 06, 2026 |
| Latitude Advisors, LLC | History | Reduced | 1,492 | 1,124 | 0.49% | 0.51% | 875 | -17 | -1.13% | Q4 2025 | Jan 27, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 1,484 | 1,118 | 0.0% | 0.0% | 876 | +523 | 54.42% | Q4 2025 | Feb 17, 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | History | Reduced | 1,467 | 1,105 | 0.06% | 0.06% | 877 | -10 | -0.68% | Q4 2025 | Feb 17, 2026 |
| North Forty Two & Co. | History | No change | 1,466 | 1,105 | 1.04% | 1.07% | 878 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Reduced | 1,460 | 1,100 | 0.0% | 0.0% | 879 | -590 | -28.78% | Q4 2025 | Feb 13, 2026 |
| Arete Wealth Advisors, LLC | History | Added to | 1,458 | 1,099 | 0.07% | 0.06% | 880 | +80 | 5.81% | Q4 2025 | Feb 13, 2026 |
| Selective Wealth Management, Inc. | History | Added to | 1,441 | 1,094 | 0.34% | 0.33% | 881 | +65 | 4.72% | Q4 2025 | Jan 16, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | Added to | 1,445 | 1,089 | 0.27% | 0.27% | 882 | +20 | 1.4% | Q4 2025 | Jan 23, 2026 |
| Bedel Financial Consulting, Inc. | History | Added to | 1,444 | 1,088 | 0.12% | 0.09% | 883 | +470 | 48.25% | Q4 2025 | Jan 28, 2026 |
| May Hill Capital, LLC | History | Added to | 1,437 | 1,083 | 0.14% | 0.16% | 884 | +717 | 99.58% | Q4 2025 | Feb 05, 2026 |
| TOTAL INVESTMENT MANAGEMENT INC | History | Added to | 1,432 | 1,079 | 0.14% | 0.08% | 885 | +585 | 69.07% | Q4 2025 | Feb 03, 2026 |
| Hoxton Planning & Management, LLC | History | Reduced | 1,432 | 1,079 | 0.32% | 0.37% | 886 | -123 | -7.91% | Q4 2025 | Feb 11, 2026 |
| AlphaStar Capital Management, LLC | History | Added to | 1,431 | 1,078 | 0.08% | 0.09% | 887 | +7 | 0.49% | Q4 2025 | Feb 02, 2026 |
| Merkkuri Wealth Advisors LLC | History | Added to | 1,429 | 1,077 | 0.73% | 0.76% | 888 | +19 | 1.35% | Q4 2025 | Jan 29, 2026 |
| Grove Street Fiduciary, LLC | History | No change | 1,428 | 1,076 | 0.45% | 0.5% | 889 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| RAM Investment Partners, LLC | History | No change | 1,422 | 1,071 | 0.19% | 0.2% | 890 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Segment Wealth Management, LLC | History | New | 1,419 | 1,069 | 0.06% | — | 891 | +1,419 | New | Q4 2025 | Jan 29, 2026 |
| Nova Wealth Management, Inc. | History | Reduced | 1,416 | 1,067 | 0.73% | 0.75% | 892 | -11 | -0.77% | Q4 2025 | Jan 14, 2026 |
| CUTLER INVESTMENT COUNSEL LLC | History | Added to | 1,415 | 1,066 | 0.11% | 0.11% | 893 | +41 | 2.98% | Q4 2025 | Feb 12, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | Added to | 1,414 | 1,066 | 0.7% | 0.72% | 894 | +1 | 0.07% | Q4 2025 | Feb 11, 2026 |
| Wellspring Financial Advisors, LLC | History | Reduced | 1,412 | 1,064 | 0.08% | 0.1% | 895 | -108 | -7.11% | Q4 2025 | Feb 11, 2026 |
| GenTrust, LLC | History | No change | 1,411 | 1,063 | 0.05% | 0.05% | 896 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| FULTON BANK, N.A. | History | Added to | 1,410 | 1,062 | 0.04% | 0.01% | 897 | +1,100 | 354.84% | Q4 2025 | Jan 08, 2026 |
| Sageworth Trust Co | History | Reduced | 1,410 | 1,062 | 0.05% | 0.05% | 898 | -21 | -1.47% | Q4 2025 | Feb 03, 2026 |
| FSM Wealth Advisors, LLC | History | Added to | 1,407 | 1,060 | 0.14% | 0.14% | 899 | +36 | 2.63% | Q4 2025 | Jan 23, 2026 |
| Clal Insurance Enterprises Holdings Ltd | History | No change | 1,392 | 1,049 | 0.01% | 0.01% | 900 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Nilsine Partners, LLC | History | Added to | 1,390 | 1,047 | 0.09% | 0.08% | 901 | +207 | 17.5% | Q4 2025 | Jan 15, 2026 |
| Charter Oak Capital Management, LLC | History | Reduced | 1,387 | 1,045 | 0.08% | 0.1% | 902 | -354 | -20.33% | Q4 2025 | Jan 23, 2026 |
| Topsail Wealth Management, LLC | History | Added to | 1,386 | 1,045 | 0.15% | 0.17% | 903 | +19 | 1.39% | Q4 2025 | Feb 04, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Reduced | 1,377 | 1,037 | 0.03% | 0.03% | 904 | -9 | -0.65% | Q4 2025 | Jan 12, 2026 |
| Wilson & Boucher Capital Management, LLC | History | Reduced | 1,375 | 1,036 | 0.68% | 0.7% | 905 | -50 | -3.51% | Q4 2025 | Feb 05, 2026 |
| Shepherd Financial Partners LLC | History | Added to | 1,372 | 1,033 | 0.1% | 0.1% | 906 | +1 | 0.07% | Q4 2025 | Feb 10, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Added to | 1,369 | 1,031 | 0.06% | 0.05% | 907 | +189 | 16.02% | Q4 2025 | Jan 13, 2026 |
| McClarren Financial Advisors, Inc. | History | Added to | 6,468 | 1,028 | 0.61% | 0.65% | 908 | +2,492 | 62.68% | Q4 2025 | Jan 13, 2026 |
| Bank of Jackson Hole Trust | History | No change | 1,360 | 1,025 | 0.49% | 0.51% | 909 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Maia Wealth LLC | History | Reduced | 1,403 | 1,023 | 0.17% | 0.19% | 910 | -35 | -2.43% | Q4 2025 | Feb 17, 2026 |
| Legacy Edge Advisors, LLC | History | New | 1,356 | 1,022 | 0.11% | — | 912 | +1,356 | New | Q4 2025 | Feb 02, 2026 |
| Legacy Advisors, LLC | History | Added to | 1,357 | 1,022 | 0.11% | 0.11% | 911 | +153 | 12.71% | Q4 2025 | Jan 27, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 1,353 | 1,020 | 0.02% | 0.02% | 913 | +244 | 22.0% | Q4 2025 | Jan 28, 2026 |
| Tempo Wealth, LLC | History | New | 1,352 | 1,019 | 0.18% | — | 915 | +1,352 | New | Q4 2025 | Feb 25, 2026 |
| NorthLanding Financial Partners, LLC | History | Reduced | 1,353 | 1,019 | 0.82% | 0.85% | 914 | -13 | -0.95% | Q4 2025 | Jan 26, 2026 |
| Westmount Partners, LLC | History | Added to | 1,350 | 1,017 | 0.25% | 0.17% | 917 | +500 | 58.82% | Q4 2025 | Jan 15, 2026 |
| LFA - Lugano Financial Advisors SA | History | No change | 1,350 | 1,017 | 0.53% | 0.53% | 916 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 1,349 | 1,016 | 0.1% | 0.1% | 918 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Modern Wealth Management, LLC | History | Added to | 1,339 | 1,009 | 0.02% | 0.02% | 919 | +220 | 19.66% | Q4 2025 | Feb 17, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Added to | 1,336 | 1,007 | 0.06% | 0.07% | 920 | +119 | 9.78% | Q4 2025 | Feb 11, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 1,334 | 1,005 | 0.08% | 0.06% | 921 | +419 | 45.79% | Q4 2025 | Jan 07, 2026 |
| Indivisible Partners | History | New | 1,333 | 1,004 | 0.11% | — | 922 | +1,333 | New | Q4 2025 | Feb 03, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 1,328 | 1,001 | 0.05% | 0.05% | 923 | +254 | 23.65% | Q4 2025 | Jan 26, 2026 |
| Avior Wealth Management, LLC | History | Added to | 1,328 | 1,000 | 0.03% | 0.03% | 924 | +19 | 1.45% | Q4 2025 | Jan 06, 2026 |
| Leo Wealth, LLC | History | New | 1,323 | 997 | 0.07% | — | 925 | +1,323 | New | Q4 2025 | Jan 21, 2026 |
| MFA WEALTH ADVISORS, LLC | History | No change | 1,322 | 996 | 0.21% | 0.22% | 926 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| WATERS PARKERSON & CO., LLC | History | Reduced | 1,316 | 991 | 0.05% | 0.05% | 927 | -50 | -3.66% | Q4 2025 | Feb 12, 2026 |
| SOUTHERN CAPITAL ADVISORS, LLC | History | Added to | 1,314 | 990 | 0.46% | 0.46% | 928 | +1 | 0.08% | Q4 2025 | Jan 28, 2026 |
| Biltmore Family Office, LLC | History | Added to | 1,307 | 984 | 0.14% | 0.08% | 929 | +507 | 63.38% | Q4 2025 | Feb 04, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | New | 1,305 | 983 | 0.0% | — | 930 | +1,305 | New | Q4 2025 | Feb 17, 2026 |
| Chokshi & Queen Wealth Advisors, Inc | History | No change | 1,303 | 982 | 0.51% | 0.51% | 931 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Alpha Cubed Investments, LLC | History | Reduced | 1,301 | 981 | 0.03% | 0.03% | 932 | -39 | -2.91% | Q4 2025 | Feb 03, 2026 |
| Red Door Wealth Management, LLC | History | Reduced | 1,299 | 979 | 0.1% | 0.13% | 934 | -381 | -22.68% | Q4 2025 | Jan 20, 2026 |
| STATE STREET CORP | History | Added to | 1,299 | 979 | 0.0% | 0.0% | 933 | +83 | 6.83% | Q4 2025 | Feb 13, 2026 |
| Narus Financial Partners, LLC | History | Added to | 1,287 | 970 | 0.27% | 0.25% | 936 | +72 | 5.93% | Q4 2025 | Feb 09, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 1,288 | 970 | 0.07% | 0.08% | 935 | -4 | -0.31% | Q4 2025 | Jan 21, 2026 |
| Greenhouse Wealth Management, LLC | History | No change | 1,286 | 969 | 0.57% | 0.58% | 937 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Southland Equity Partners LLC | History | Added to | 1,285 | 968 | 0.19% | 0.19% | 938 | +54 | 4.39% | Q4 2025 | Jan 14, 2026 |
| Passive Capital Management, LLC. | History | Added to | 1,281 | 965 | 0.3% | 0.29% | 940 | +79 | 6.57% | Q4 2025 | Feb 05, 2026 |
| Bell Bank | History | No change | 1,281 | 965 | 0.04% | 0.04% | 939 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Tidemark, LLC | History | Reduced | 1,277 | 962 | 0.27% | 0.3% | 941 | -98 | -7.13% | Q4 2025 | Feb 10, 2026 |
| Sunflower Bank, N.A. | History | Added to | 1,274 | 960 | 0.24% | 0.1% | 942 | +735 | 136.36% | Q4 2025 | Jan 09, 2026 |
| Cambria Investment Management, L.P. | History | Added to | 1,270 | 957 | 0.06% | 0.05% | 943 | +204 | 19.14% | Q4 2025 | Feb 17, 2026 |
| Perfromance Wealth Partners, LLC | History | Added to | 1,267 | 955 | 0.03% | 0.03% | 944 | +23 | 1.85% | Q4 2025 | Jan 21, 2026 |
| Convergence Financial, LLC | History | No change | 1,267 | 955 | 0.14% | 0.14% | 945 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Excelsior Advisor Network LLC | History | New | 1,263 | 952 | 0.46% | — | 946 | +1,263 | New | Q4 2025 | Feb 13, 2026 |
| Forum Financial Management, LP | History | Added to | 1,258 | 948 | 0.01% | 0.01% | 947 | +390 | 44.93% | Q4 2025 | Jan 27, 2026 |
| M.E. ALLISON & CO., INC. | History | No change | 1,253 | 944 | 0.64% | 0.65% | 948 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| HOLDERNESS INVESTMENTS CO | History | Added to | 1,250 | 942 | 0.19% | 0.19% | 949 | +9 | 0.73% | Q4 2025 | Feb 10, 2026 |
| Alteri Wealth LLC | History | Reduced | 1,249 | 941 | 0.3% | 0.32% | 950 | -13 | -1.03% | Q4 2025 | Feb 11, 2026 |
| Private Wealth Partners, LLC | History | Reduced | 1,245 | 938 | 0.07% | 0.09% | 951 | -506 | -28.9% | Q4 2025 | Jan 27, 2026 |
| Clark Capital Management Group, Inc. | History | Reduced | 1,240 | 935 | 0.01% | 0.05% | 952 | -8,729 | -87.56% | Q4 2025 | Feb 17, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 1,239 | 933 | 0.06% | 0.06% | 953 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| NOESIS CAPITAL MANGEMENT CORP | History | Added to | 1,238 | 932 | 0.14% | 0.14% | 954 | +6 | 0.49% | Q4 2025 | Feb 05, 2026 |
| Midwestern Financial, LLC /IA | History | Reduced | 1,230 | 927 | 0.77% | 0.79% | 955 | -4 | -0.32% | Q4 2025 | Feb 06, 2026 |
| PATRICK M SWEENEY & ASSOCIATES, INC | History | Added to | 1,229 | 926 | 0.58% | 0.58% | 956 | +32 | 2.67% | Q4 2025 | Feb 04, 2026 |
| Peak Retirement Planning, Inc. | History | Reduced | 1,228 | 925 | 0.22% | 0.27% | 957 | -40 | -3.15% | Q4 2025 | Feb 10, 2026 |
| High Point Wealth Management, LLC | History | New | 1,217 | 917 | 0.86% | — | 958 | +1,217 | New | Q4 2025 | Jan 29, 2026 |
| Bonfire Financial | History | Reduced | 1,216 | 916 | 0.68% | 0.76% | 959 | -104 | -7.88% | Q4 2025 | Jan 27, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | New | 1,215 | 915 | 0.06% | — | 960 | +1,215 | New | Q4 2025 | Jan 21, 2026 |
| R. W. Roge & Company, Inc. | History | Added to | 1,215 | 915 | 0.45% | 0.29% | 961 | +461 | 61.14% | Q4 2025 | Jan 23, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Reduced | 1,213 | 914 | 0.11% | 0.12% | 962 | -24 | -1.94% | Q4 2025 | Jan 07, 2026 |
| Financial Insights, Inc. | History | Added to | 1,211 | 912 | 0.31% | 0.29% | 963 | +39 | 3.33% | Q4 2025 | Mar 31, 2026 |
| Accretive Wealth Partners, LLC | History | No change | 1,211 | 912 | 0.27% | 0.28% | 964 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Fonville Wealth Management LLC | History | Reduced | 1,205 | 908 | 0.19% | 0.2% | 965 | -7 | -0.58% | Q4 2025 | Jan 23, 2026 |
| Calder Financial LLC | History | New | 1,202 | 906 | 0.89% | — | 966 | +1,202 | New | Q4 2025 | Jan 23, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Reduced | 1,193 | 899 | 0.02% | 0.03% | 967 | -1,175 | -49.62% | Q4 2025 | Feb 05, 2026 |
| HRC WEALTH MANAGEMENT, LLC | History | Added to | 1,181 | 890 | 0.43% | 0.43% | 968 | +1 | 0.08% | Q4 2025 | Jan 21, 2026 |
| Empirical Asset Management, LLC | History | Reduced | 24,665 | 888 | 0.25% | 0.25% | 969 | -16 | -0.06% | Q4 2025 | Feb 06, 2026 |
| United Advisor Group, LLC | History | Added to | 1,178 | 887 | 0.11% | 0.12% | 971 | +10 | 0.86% | Q4 2025 | Jan 26, 2026 |
| Eagle Strategies LLC | History | Added to | 1,178 | 887 | 0.11% | 0.12% | 970 | +1 | 0.08% | Q4 2025 | Jan 23, 2026 |
| Scissortail Wealth Management, LLC | History | Added to | 1,176 | 886 | 0.2% | 0.18% | 972 | +63 | 5.66% | Q4 2025 | Jan 29, 2026 |
| Wingate Wealth Advisors, Inc. | History | No change | 1,176 | 886 | 0.49% | 0.61% | 973 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| CHAPIN DAVIS, INC. | History | No change | 1,173 | 884 | 0.21% | 0.22% | 974 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Argent Trust Co | History | Added to | 1,164 | 877 | 0.03% | 0.03% | 975 | +18 | 1.57% | Q4 2025 | Feb 10, 2026 |
| Collaborative Wealth Managment Inc. | History | Added to | 1,163 | 876 | 0.31% | 0.29% | 976 | +218 | 23.07% | Q4 2025 | Feb 09, 2026 |
| Diversified Trust Co | History | No change | 1,161 | 875 | 0.02% | 0.02% | 977 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Financial Guidance Group, Inc. | History | Reduced | 1,156 | 871 | 0.36% | 0.42% | 978 | -85 | -6.85% | Q4 2025 | Jan 26, 2026 |
| Trivant Custom Portfolio Group, LLC | History | New | 1,154 | 869 | 0.5% | — | 980 | +1,154 | New | Q4 2025 | Jan 21, 2026 |
| Runnymede Capital Advisors, Inc. | History | New | 1,154 | 869 | 0.5% | — | 981 | +1,154 | New | Q4 2025 | Jan 21, 2026 |
| Diversified Portfolios, Inc. | History | Reduced | 1,154 | 869 | 0.07% | 0.08% | 979 | -8 | -0.69% | Q4 2025 | Feb 09, 2026 |
| Rare Wolf Capital LLC | History | New | 1,151 | 867 | 0.54% | — | 982 | +1,151 | New | Q4 2025 | Feb 19, 2026 |
| Welch Group, LLC | History | Added to | 1,145 | 863 | 0.03% | 0.02% | 983 | +293 | 34.39% | Q4 2025 | Jan 26, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 1,144 | 862 | 0.08% | 0.07% | 984 | +433 | 60.9% | Q4 2025 | Jan 22, 2026 |
| McCollum Christoferson Group LLC | History | No change | 1,142 | 860 | 0.25% | 0.24% | 985 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| SONATA CAPITAL GROUP INC | History | No change | 1,140 | 859 | 0.31% | 0.31% | 986 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| PHYSICIANS FINANCIAL SERVICES, INC. | History | No change | 1,135 | 855 | 0.23% | 0.23% | 987 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 1,130 | 851 | 0.05% | 0.04% | 988 | +268 | 31.09% | Q4 2025 | Feb 10, 2026 |
| LUTS & GREENLEIGH GROUP, INC. | History | No change | 1,130 | 851 | 0.72% | 0.76% | 989 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Union Bancaire Privee, UBP SA | History | No change | 1,114 | 847 | 0.01% | 0.01% | 990 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 1,122 | 845 | 0.01% | 0.01% | 991 | +301 | 36.66% | Q4 2025 | Feb 02, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | History | Added to | 1,121 | 844 | 0.04% | 0.03% | 992 | +186 | 19.89% | Q4 2025 | Feb 13, 2026 |
| Aegis Wealth Management, Inc. | History | New | 1,118 | 842 | 0.66% | — | 993 | +1,118 | New | Q4 2025 | Feb 05, 2026 |
| First Growth Capital LLC | History | New | 1,123 | 840 | 0.75% | — | 994 | +1,123 | New | Q4 2025 | Feb 19, 2026 |
| FISCHER INVESTMENT STRATEGIES, LLC | History | Added to | 1,113 | 838 | 0.49% | 0.47% | 996 | +73 | 7.02% | Q4 2025 | Jan 28, 2026 |
| Everhart Financial Group, Inc. | History | Added to | 1,112 | 838 | 0.08% | 0.08% | 995 | +65 | 6.21% | Q4 2025 | Jan 07, 2026 |
| Donalies Financial Planning, LLC | History | New | 1,112 | 837 | 0.71% | — | 997 | +1,112 | New | Q4 2025 | Feb 17, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Added to | 1,109 | 835 | 0.01% | 0.01% | 998 | +49 | 4.62% | Q4 2025 | Feb 17, 2026 |
| MPS Loria Financial Planners, LLC | History | Added to | 1,108 | 835 | 0.21% | 0.22% | 999 | +1 | 0.09% | Q4 2025 | Feb 03, 2026 |
| Onyx Bridge Wealth Group LLC | History | Added to | 1,107 | 834 | 0.09% | 0.09% | 1000 | +54 | 5.13% | Q4 2025 | Feb 18, 2026 |
| BAYBAN | History | New | 1,105 | 832 | 0.74% | — | 1002 | +1,105 | New | Q4 2025 | Mar 05, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | No change | 1,104 | 832 | 0.02% | 0.02% | 1001 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Concord Wealth Partners | History | Added to | 1,102 | 830 | 0.11% | 0.11% | 1003 | +13 | 1.19% | Q4 2025 | Jan 29, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | Reduced | 1,101 | 829 | 0.06% | 0.06% | 1004 | -158 | -12.55% | Q4 2025 | Jan 14, 2026 |
| Mission Creek Capital Partners, Inc. | History | Reduced | 1,099 | 828 | 0.17% | 0.17% | 1005 | -20 | -1.79% | Q4 2025 | Feb 12, 2026 |
| Bank Pictet & Cie (Europe) AG | History | New | 1,098 | 827 | 0.02% | — | 1006 | +1,098 | New | Q4 2025 | Jan 16, 2026 |
| Advisory Resource Group | History | Added to | 1,098 | 827 | 0.15% | 0.15% | 1007 | +1 | 0.09% | Q4 2025 | Feb 12, 2026 |
| Claret Asset Management Corp | History | Added to | 1,094 | 825 | 0.1% | 0.1% | 1008 | +6 | 0.55% | Q4 2025 | Feb 11, 2026 |
| GATEWAY INVESTMENT ADVISERS LLC | History | Reduced | 1,091 | 822 | 0.01% | 0.01% | 1009 | -29 | -2.59% | Q4 2025 | Feb 03, 2026 |
| LIBERTY SQUARE WEALTH PARTNERS LLC | History | Added to | 1,090 | 821 | 0.23% | 0.19% | 1011 | +269 | 32.76% | Q4 2025 | Feb 11, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 1,090 | 821 | 0.01% | 0.01% | 1010 | -40 | -3.54% | Q4 2025 | Feb 13, 2026 |
| May Barnhard Investments LLC | History | Reduced | 1,087 | 820 | 0.39% | 0.38% | 1012 | -1 | -0.09% | Q4 2025 | Jan 28, 2026 |
| UMB Bank, n.a. | History | Added to | 1,078 | 812 | 0.01% | 0.0% | 1013 | +849 | 370.74% | Q4 2025 | Feb 13, 2026 |
| Clear Retirement Advice LLC | History | New | 1,124 | 811 | 0.63% | — | 1016 | +1,124 | New | Q4 2025 | Feb 24, 2026 |
| Garden State Investment Advisory Services LLC | History | Added to | 1,076 | 811 | 0.18% | 0.1% | 1015 | +478 | 79.93% | Q4 2025 | Feb 17, 2026 |
| WEALTH EFFECTS LLC | History | No change | 1,076 | 811 | 0.25% | 0.26% | 1014 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Vickerman Investment Advisors, Inc. | History | New | 1,074 | 809 | 0.16% | — | 1017 | +1,074 | New | Q4 2025 | Feb 12, 2026 |
| Stegent Equity Advisors, Inc. | History | Reduced | 1,073 | 808 | 0.63% | 0.67% | 1018 | -26 | -2.37% | Q4 2025 | Jan 14, 2026 |
| KRAEMATON INVESTMENT ADVISORS, INC | History | Added to | 1,072 | 807 | 0.64% | 0.51% | 1019 | +272 | 34.0% | Q4 2025 | Jan 21, 2026 |
| Gilman Hill Asset Management, LLC | History | No change | 1,062 | 800 | 0.13% | 0.12% | 1020 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Werba Rubin Papier Wealth Management | History | No change | 1,058 | 797 | 0.22% | 0.13% | 1021 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Richmond Investment Services, LLC | History | Reduced | 1,056 | 795 | 0.14% | 0.15% | 1022 | -37 | -3.39% | Q4 2025 | Feb 12, 2026 |
| BCS Wealth Management | History | Added to | 1,054 | 794 | 0.08% | 0.09% | 1023 | +528 | 100.38% | Q4 2025 | Jan 26, 2026 |
| Coppell Advisory Solutions LLC | History | Added to | 1,041 | 792 | 0.08% | 0.08% | 1024 | +3 | 0.29% | Q4 2025 | Feb 17, 2026 |
| HOWARD WEALTH MANAGEMENT, LLC | History | Reduced | 1,049 | 791 | 0.35% | 0.37% | 1025 | -32 | -2.96% | Q4 2025 | Jan 29, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 1,049 | 790 | 0.03% | 0.02% | 1026 | +223 | 27.0% | Q4 2025 | Feb 13, 2026 |
| October Effect Ltd | History | Reduced | 1,048 | 789 | 0.87% | 0.87% | 1027 | -5 | -0.47% | Q4 2025 | Jan 20, 2026 |
| High Note Wealth, LLC | History | No change | 1,039 | 783 | 0.15% | 0.16% | 1028 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Soundwatch Capital LLC | History | Added to | 1,038 | 782 | 0.12% | 0.1% | 1029 | +237 | 29.59% | Q4 2025 | Feb 10, 2026 |
| Ellevest, Inc. | History | Added to | 1,037 | 781 | 0.11% | 0.09% | 1030 | +159 | 18.11% | Q4 2025 | Feb 10, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | Added to | 1,035 | 780 | 0.04% | 0.03% | 1032 | +535 | 107.0% | Q4 2025 | Feb 09, 2026 |
| CHARTER RESEARCH & INVESTMENT GROUP, INC. | History | No change | 1,035 | 780 | 0.52% | 0.53% | 1031 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Ancora Advisors LLC | History | Reduced | 1,033 | 778 | 0.02% | 0.02% | 1033 | -103 | -9.07% | Q4 2025 | Feb 17, 2026 |
| Alchemi Wealth, LLC | History | New | 1,029 | 776 | 0.42% | — | 1034 | +1,029 | New | Q4 2025 | Feb 13, 2026 |
| HighRoad Wealth Advisors, LLC | History | New | 1,028 | 774 | 0.74% | — | 1035 | +1,028 | New | Q4 2025 | Jan 27, 2026 |
| American Capital Advisory, LLC | History | Reduced | 1,027 | 773 | 0.33% | 0.36% | 1036 | -3 | -0.29% | Q4 2025 | Jan 30, 2026 |
| Financial Council, LLC | History | No change | 1,024 | 771 | 0.31% | 0.34% | 1037 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Sterling Capital Management LLC | History | Added to | 1,022 | 770 | 0.01% | 0.0% | 1038 | +942 | 1177.5% | Q4 2025 | Feb 13, 2026 |
| Colonial Trust Co / SC | History | Added to | 1,022 | 770 | 0.1% | 0.09% | 1039 | +100 | 10.85% | Q4 2025 | Feb 12, 2026 |
| HOWE & RUSLING INC | History | Added to | 1,021 | 769 | 0.05% | 0.04% | 1040 | +234 | 29.73% | Q4 2025 | Feb 17, 2026 |
| RB Capital Management, LLC | History | No change | 1,019 | 768 | 0.15% | 0.16% | 1041 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Added to | 1,018 | 767 | 0.02% | 0.02% | 1042 | +105 | 11.5% | Q4 2025 | Feb 13, 2026 |
| Mascagni Wealth Management, Inc. | History | Added to | 1,016 | 765 | 0.57% | 0.59% | 1043 | +1 | 0.1% | Q4 2025 | Feb 11, 2026 |
| INSPIRION WEALTH ADVISORS, LLC | History | Added to | 1,015 | 764 | 0.09% | 0.04% | 1044 | +512 | 101.79% | Q4 2025 | Jan 09, 2026 |
| Koss-Olinger Consulting, LLC | History | Reduced | 1,014 | 764 | 0.06% | 0.06% | 1046 | -132 | -11.52% | Q4 2025 | Feb 10, 2026 |
| Florida Trust Wealth Management Co | History | Added to | 1,014 | 764 | 0.02% | 0.02% | 1045 | +73 | 7.76% | Q4 2025 | Jan 20, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Reduced | 1,016 | 763 | 0.22% | 0.32% | 1047 | -230 | -18.46% | Q4 2025 | Feb 10, 2026 |
| DELTA FINANCIAL ADVISORS LLC | History | Added to | 1,012 | 762 | 0.2% | 0.11% | 1048 | +467 | 85.69% | Q4 2025 | Feb 06, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 994 | 761 | 0.02% | 0.02% | 1049 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| INGALLS & SNYDER LLC | History | No change | 1,005 | 758 | 0.03% | 0.02% | 1050 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| KANE INVESTMENT MANAGEMENT, INC. | History | Added to | 1,002 | 755 | 0.37% | 0.35% | 1051 | +38 | 3.94% | Q4 2025 | Feb 13, 2026 |
| PKS Advisory Services, LLC | History | Added to | 999 | 753 | 0.17% | 0.15% | 1053 | +7 | 0.71% | Q4 2025 | Feb 02, 2026 |
| ALPINE WOODS CAPITAL INVESTORS, LLC | History | No change | 1,000 | 753 | 0.18% | 0.17% | 1052 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Bawa N Mallick Trust | History | No change | 1,000 | 753 | 0.28% | 0.28% | 1054 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| Chris Bulman Inc | History | Added to | 997 | 751 | 0.33% | 0.37% | 1055 | +3 | 0.3% | Q4 2025 | Jan 14, 2026 |
| Verdence Capital Advisors LLC | History | Added to | 994 | 749 | 0.04% | 0.05% | 1056 | +1 | 0.1% | Q4 2025 | Jan 29, 2026 |
| Keel Point, LLC | History | Added to | 994 | 748 | 0.05% | 0.04% | 1057 | +132 | 15.31% | Q4 2025 | Feb 12, 2026 |
| Dorato Capital Management | History | New | 988 | 746 | 0.56% | — | 1059 | +988 | New | Q4 2025 | Jan 16, 2026 |
| UNIVEST FINANCIAL Corp | History | Added to | 991 | 746 | 0.04% | 0.02% | 1058 | +509 | 105.6% | Q4 2025 | Feb 04, 2026 |
| Prosperity Consulting Group, LLC | History | Added to | 988 | 744 | 0.03% | 0.03% | 1060 | +160 | 19.32% | Q4 2025 | Feb 17, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Reduced | 987 | 743 | 0.17% | 0.18% | 1061 | -24 | -2.37% | Q4 2025 | Jan 09, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | Added to | 984 | 741 | 0.24% | 0.1% | 1064 | +179 | 22.24% | Q4 2025 | Jan 27, 2026 |
| Integris Wealth Management, LLC | History | Reduced | 984 | 741 | 0.17% | 0.18% | 1063 | -19 | -1.89% | Q4 2025 | Jan 21, 2026 |
| PATTEN & PATTEN INC/TN | History | No change | 984 | 741 | 0.04% | 0.04% | 1062 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Fairvoy Private Wealth, LLC | History | No change | 981 | 739 | 0.17% | 0.17% | 1065 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | No change | 980 | 738 | 0.08% | 0.08% | 1066 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| PEOPLES BANK /OH | History | No change | 979 | 737 | 0.46% | 0.45% | 1067 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Bare Financial Services, Inc | History | Added to | 974 | 734 | 0.2% | 0.21% | 1068 | +28 | 2.96% | Q4 2025 | Feb 06, 2026 |
| Plan Group Financial, LLC | History | Added to | 971 | 731 | 0.19% | 0.14% | 1070 | +250 | 34.67% | Q4 2025 | Feb 03, 2026 |
| Hudock, Inc. | History | Reduced | 971 | 731 | 0.11% | 0.12% | 1069 | -47 | -4.62% | Q4 2025 | Feb 12, 2026 |
| Squire Investment Management Company, LLC | History | No change | 966 | 727 | 0.22% | 0.23% | 1071 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Heritage Wealth Advisors | History | Added to | 964 | 726 | 0.03% | 0.03% | 1072 | +188 | 24.23% | Q4 2025 | Feb 13, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 962 | 725 | 0.06% | 0.06% | 1073 | +10 | 1.05% | Q4 2025 | Jan 26, 2026 |
| MYECFO, LLC | History | Reduced | 963 | 725 | 0.31% | 0.33% | 1074 | -2 | -0.21% | Q4 2025 | Jan 12, 2026 |
| Coquina Private Wealth LLC | History | New | 960 | 723 | 0.58% | — | 1076 | +960 | New | Q4 2025 | Jan 29, 2026 |
| Foguth Wealth Management, LLC. | History | New | 957 | 723 | 0.11% | — | 1075 | +957 | New | Q4 2025 | Jan 05, 2026 |
| Hilton Head Capital Partners, LLC | History | New | 958 | 722 | 0.42% | — | 1078 | +958 | New | Q4 2025 | Feb 11, 2026 |
| INTEGRAL INVESTMENT ADVISORS, INC. | History | No change | 958 | 722 | 0.18% | 0.19% | 1077 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 958 | 721 | 0.0% | 0.0% | 1079 | +183 | 23.61% | Q4 2025 | Feb 17, 2026 |
| CHEMUNG CANAL TRUST CO | History | No change | 954 | 719 | 0.14% | 0.14% | 1080 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Teamwork Financial Advisors, LLC | History | New | 951 | 716 | 0.07% | — | 1082 | +951 | New | Q4 2025 | Jan 09, 2026 |
| Destination Wealth Management | History | Added to | 951 | 716 | 0.02% | 0.02% | 1081 | +153 | 19.17% | Q4 2025 | Feb 13, 2026 |
| Lynx Investment Advisory | History | Reduced | 948 | 714 | 0.39% | 0.43% | 1083 | -10 | -1.04% | Q4 2025 | Feb 05, 2026 |
| IVC Wealth Advisors LLC | History | Reduced | 945 | 712 | 0.31% | 0.32% | 1084 | -16 | -1.66% | Q4 2025 | Jan 16, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 944 | 711 | 0.02% | 0.02% | 1085 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Quantbot Technologies LP | History | New | 942 | 710 | 0.02% | — | 1086 | +942 | New | Q4 2025 | Feb 10, 2026 |
| Balance Wealth, LLC | History | Added to | 938 | 707 | 0.23% | 0.09% | 1087 | +466 | 98.73% | Q4 2025 | Jan 21, 2026 |
| J. Derek Lewis & Associates Inc. | History | New | 936 | 705 | 0.17% | — | 1088 | +936 | New | Q4 2025 | Mar 23, 2026 |
| Stratos Investment Management, LLC | History | Reduced | 934 | 704 | 0.03% | 0.03% | 1089 | -27 | -2.81% | Q4 2025 | Jan 20, 2026 |
| Avestar Capital, LLC | History | Added to | 930 | 701 | 0.05% | 0.04% | 1090 | +141 | 17.87% | Q4 2025 | Feb 10, 2026 |
| Quantum Private Wealth, LLC | History | Reduced | 930 | 701 | 0.2% | 0.22% | 1091 | -100 | -9.71% | Q4 2025 | Feb 06, 2026 |
| CALTON & ASSOCIATES, INC. | History | Reduced | 928 | 699 | 0.1% | 0.11% | 1092 | -80 | -7.94% | Q4 2025 | Feb 10, 2026 |
| FAS Wealth Partners, Inc. | History | Added to | 926 | 698 | 0.05% | 0.05% | 1094 | +3 | 0.33% | Q4 2025 | Feb 18, 2026 |
| HEADINVEST, LLC | History | No change | 926 | 698 | 0.14% | 0.14% | 1093 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Sepio Capital, LP | History | No change | 927 | 698 | 0.04% | 0.04% | 1095 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| BCGM Wealth Management, LLC | History | No change | 927 | 698 | 0.18% | 0.18% | 1096 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | History | Reduced | 926 | 697 | 0.11% | 0.53% | 1097 | -2,938 | -76.04% | Q4 2025 | Feb 03, 2026 |
| Marble Harbor Investment Counsel, LLC | History | No change | 925 | 697 | 0.07% | 0.07% | 1098 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 923 | 695 | 0.04% | 0.03% | 1099 | +377 | 69.05% | Q4 2025 | Feb 10, 2026 |
| Timonier Family Office, LTD. | History | No change | 920 | 693 | 0.22% | 0.22% | 1100 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| EVERETT HARRIS & CO /CA/ | History | Added to | 919 | 692 | 0.01% | 0.0% | 1101 | +413 | 81.62% | Q4 2025 | Feb 11, 2026 |
| Mengis Capital Management, Inc. | History | No change | 918 | 691 | 0.12% | 0.13% | 1102 | 0 | 0.0% | Q4 2025 | Mar 05, 2026 |
| D'Orazio & Associates, Inc. | History | Reduced | 915 | 689 | 0.09% | 0.09% | 1104 | -18 | -1.93% | Q4 2025 | Feb 04, 2026 |
| Lunt Capital Management, Inc. | History | No change | 915 | 689 | 0.26% | 0.26% | 1103 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Montis Financial, LLC | History | Reduced | 910 | 686 | 0.14% | 0.25% | 1105 | -564 | -38.26% | Q4 2025 | Feb 11, 2026 |
| LMG Wealth Partners, LLC | History | No change | 909 | 685 | 0.13% | 0.13% | 1106 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Aspen Investment Management Inc | History | No change | 908 | 684 | 0.21% | 0.26% | 1107 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 898 | 683 | 0.03% | 0.01% | 1108 | +696 | 344.55% | Q4 2025 | Feb 13, 2026 |
| Safeguard Investment Advisory Group, LLC | History | Reduced | 906 | 682 | 0.17% | 0.23% | 1109 | -327 | -26.52% | Q4 2025 | Feb 13, 2026 |
| STEVENS CAPITAL PARTNERS | History | Reduced | 900 | 678 | 0.18% | 0.2% | 1112 | -4 | -0.44% | Q4 2025 | Jan 27, 2026 |
| Sandy Cove Advisors, LLC | History | Added to | 900 | 678 | 0.2% | 0.21% | 1110 | +1 | 0.11% | Q4 2025 | Feb 09, 2026 |
| SP Asset Management LLC | History | Added to | 900 | 678 | 0.05% | 0.05% | 1111 | +1 | 0.11% | Q4 2025 | Jan 28, 2026 |
| MONOGRAPH WEALTH ADVISORS, LLC | History | Added to | 896 | 675 | 0.07% | 0.06% | 1114 | +39 | 4.55% | Q4 2025 | Feb 13, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 897 | 675 | 0.04% | 0.05% | 1113 | -16 | -1.75% | Q4 2025 | Feb 03, 2026 |
| FINANCIAL LIFE ADVISORS | History | No change | 892 | 672 | 0.21% | 0.21% | 1115 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Holistic Financial Partners | History | Reduced | 890 | 670 | 0.24% | 0.28% | 1116 | -13 | -1.44% | Q4 2025 | Jan 07, 2026 |
| Red Mountain Financial, LLC | History | Added to | 887 | 668 | 0.66% | 0.6% | 1119 | +87 | 10.88% | Q4 2025 | Jan 26, 2026 |
| MATRIX PRIVATE CAPITAL GROUP LLC | History | Added to | 887 | 668 | 0.34% | 0.32% | 1118 | +65 | 7.91% | Q4 2025 | Feb 17, 2026 |
| Acropolis Investment Management, LLC | History | Added to | 887 | 668 | 0.03% | 0.03% | 1117 | +5 | 0.57% | Q4 2025 | Jan 14, 2026 |
| Riverview Capital Advisers, LLC | History | No change | 885 | 667 | 0.2% | 0.19% | 1120 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | Added to | 880 | 663 | 0.05% | 0.04% | 1121 | +164 | 22.91% | Q4 2025 | Feb 09, 2026 |
| Continuum Advisory, LLC | History | Added to | 874 | 658 | 0.07% | 0.07% | 1122 | +28 | 3.31% | Q4 2025 | Feb 11, 2026 |
| Evelyn Partners Investment Management LLP | History | No change | 873 | 658 | 0.02% | 0.02% | 1123 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Edgestream Partners, L.P. | History | Reduced | 871 | 656 | 0.02% | 0.03% | 1124 | -444 | -33.76% | Q4 2025 | Feb 13, 2026 |
| Clearwater Capital Advisors, LLC | History | Reduced | 871 | 656 | 0.05% | 0.06% | 1125 | -20 | -2.24% | Q4 2025 | Feb 09, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | New | 870 | 655 | 0.08% | — | 1126 | +870 | New | Q4 2025 | Feb 17, 2026 |
| Integrity Financial Corp /WA | History | No change | 867 | 653 | 0.33% | 0.31% | 1127 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Facet Wealth, Inc. | History | Added to | 840 | 651 | 0.01% | 0.01% | 1130 | +262 | 45.33% | Q4 2025 | Jan 29, 2026 |
| HERITAGE INVESTORS MANAGEMENT CORP | History | Added to | 864 | 651 | 0.02% | 0.02% | 1128 | +131 | 17.87% | Q4 2025 | Feb 06, 2026 |
| EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC | History | No change | 864 | 651 | 0.07% | 0.07% | 1129 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Bank of Marin | History | No change | 864 | 651 | 0.45% | 0.45% | 1131 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| J. L. Bainbridge & Co., Inc. | History | Reduced | 861 | 649 | 0.05% | 0.06% | 1132 | -171 | -16.57% | Q4 2025 | Jan 14, 2026 |
| Tannin Capital LLC | History | New | 859 | 647 | 0.58% | — | 1135 | +859 | New | Q4 2025 | Feb 17, 2026 |
| ST GERMAIN D J CO INC | History | Reduced | 859 | 647 | 0.03% | 0.03% | 1133 | -30 | -3.37% | Q4 2025 | Jan 29, 2026 |
| Mayfair Advisory Group, LLC | History | Reduced | 856 | 647 | 0.25% | 0.27% | 1134 | -3 | -0.35% | Q4 2025 | Jan 21, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Added to | 853 | 642 | 0.02% | 0.03% | 1136 | +300 | 54.25% | Q4 2025 | Feb 13, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 853 | 642 | 0.04% | 0.04% | 1137 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Payne Capital Management, LLC | History | No change | 847 | 638 | 0.2% | 0.2% | 1138 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| BARCLAYS PLC | History | Reduced | 844 | 636 | 0.0% | 0.01% | 1139 | -70,911 | -98.82% | Q4 2025 | Feb 13, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | Added to | 845 | 636 | 0.2% | 0.21% | 1140 | +7 | 0.84% | Q4 2025 | Jan 07, 2026 |
| Alpha Financial Partners, LLC | History | Reduced | 843 | 635 | 0.39% | 1.01% | 1141 | -1,232 | -59.37% | Q4 2025 | Feb 10, 2026 |
| Rakuten Securities, Inc. | History | Added to | 843 | 635 | 0.21% | 0.19% | 1142 | +163 | 23.97% | Q4 2025 | Jan 29, 2026 |
| Hudson Capital Management LLC | History | New | 840 | 633 | 0.16% | — | 1143 | +840 | New | Q4 2025 | Jan 21, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 839 | 632 | 0.05% | 0.05% | 1144 | +18 | 2.19% | Q4 2025 | Feb 04, 2026 |
| American Investment Services, Inc. | History | Added to | 831 | 626 | 0.15% | 0.15% | 1145 | +16 | 1.96% | Q4 2025 | Feb 13, 2026 |
| RFG HOLDINGS, INC. | History | Reduced | 821 | 619 | 0.16% | 0.16% | 1146 | -15 | -1.79% | Q4 2025 | Jan 23, 2026 |
| BURNEY CO/ | History | Reduced | 821 | 618 | 0.02% | 0.02% | 1147 | -14 | -1.68% | Q4 2025 | Jan 23, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 816 | 614 | 0.02% | 0.03% | 1148 | -46 | -5.34% | Q4 2025 | Feb 06, 2026 |
| SWEENEY & MICHEL, LLC | History | Added to | 821 | 614 | 0.18% | 0.2% | 1149 | +1 | 0.12% | Q4 2025 | Feb 13, 2026 |
| ASSET PLANNING SERVICES INC /LA/ /ADV | History | Reduced | 810 | 611 | 0.27% | 0.26% | 1150 | -14 | -1.7% | Q4 2025 | Jan 16, 2026 |
| SHP Wealth Management | History | New | 807 | 609 | 0.05% | — | 1151 | +807 | New | Q4 2025 | Mar 04, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | Reduced | 808 | 609 | 0.17% | 0.21% | 1154 | -103 | -11.31% | Q4 2025 | Feb 10, 2026 |
| Sterling Investment Counsel, LLC | History | Reduced | 809 | 609 | 0.17% | 0.19% | 1153 | -2 | -0.25% | Q4 2025 | Jan 27, 2026 |
| Mosaic Advisors LLC | History | No change | 808 | 609 | 1.17% | 1.46% | 1152 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Legacy Wealth Management, LLC / MS | History | No change | 803 | 605 | 0.16% | 0.18% | 1155 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Golden State Equity Partners | History | Reduced | 801 | 603 | 0.1% | 0.11% | 1158 | -111 | -12.17% | Q4 2025 | Jan 29, 2026 |
| High Falls Advisors, Inc | History | Reduced | 800 | 603 | 0.12% | 0.13% | 1156 | -47 | -5.55% | Q4 2025 | Feb 18, 2026 |
| Fragasso Financial Advisors Inc | History | No change | 801 | 603 | 0.04% | 0.04% | 1157 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| CFS Investment Advisory Services, LLC | History | No change | 799 | 602 | 0.04% | 0.05% | 1159 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Penobscot Investment Management Company, Inc. | History | No change | 793 | 597 | 0.04% | 0.05% | 1160 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | Added to | 791 | 596 | 0.13% | 0.09% | 1161 | +319 | 67.58% | Q4 2025 | Feb 13, 2026 |
| VERITY Wealth Advisors | History | No change | 790 | 595 | 0.37% | 0.37% | 1162 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Lauterbach Financial Advisors, LLC | History | Reduced | 787 | 593 | 0.29% | 0.41% | 1163 | -311 | -28.32% | Q4 2025 | Feb 13, 2026 |
| Grey Fox Wealth Advisors, LLC | History | Added to | 788 | 593 | 0.12% | 0.12% | 1164 | +2 | 0.25% | Q4 2025 | Feb 12, 2026 |
| WealthBridge Capital Management, LLC | History | Reduced | 786 | 592 | 0.13% | 0.14% | 1165 | -3 | -0.38% | Q4 2025 | Jan 21, 2026 |
| KICKSTAND VENTURES, LLC. | History | No change | 784 | 590 | 0.12% | 0.13% | 1166 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 782 | 589 | 0.11% | 0.11% | 1167 | +31 | 4.13% | Q4 2025 | Feb 12, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Reduced | 781 | 588 | 0.05% | 0.05% | 1168 | -11 | -1.39% | Q4 2025 | Jan 23, 2026 |
| Keudell/Morrison Wealth Management | History | New | 775 | 584 | 0.12% | — | 1169 | +775 | New | Q4 2025 | Feb 06, 2026 |
| Fourth Dimension Wealth, LLC | History | Reduced | 775 | 584 | 0.21% | 0.25% | 1172 | -95 | -10.92% | Q4 2025 | Feb 04, 2026 |
| Interchange Capital Partners, LLC | History | Reduced | 776 | 584 | 0.11% | 0.12% | 1170 | -60 | -7.18% | Q4 2025 | Jan 30, 2026 |
| Caitlin John, LLC | History | Added to | 776 | 584 | 0.38% | 0.4% | 1171 | +2 | 0.26% | Q4 2025 | Feb 18, 2026 |
| Beckerman Institutional, LLC | History | No change | 773 | 582 | 0.33% | 0.34% | 1173 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Strait & Sound Wealth Management LLC | History | Reduced | 771 | 581 | 0.22% | 0.29% | 1174 | -237 | -23.51% | Q4 2025 | Feb 04, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | Added to | 770 | 580 | 0.01% | 0.01% | 1175 | +133 | 20.88% | Q4 2025 | Jan 13, 2026 |
| Wealth Advisors Northwest LLC | History | Reduced | 769 | 579 | 0.26% | 0.29% | 1176 | -35 | -4.35% | Q4 2025 | Jan 16, 2026 |
| 1834 INVESTMENT ADVISORS CO | History | No change | 768 | 578 | 0.07% | 0.07% | 1177 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Hamilton Point Investment Advisors, LLC | History | No change | 768 | 578 | 0.09% | 0.09% | 1178 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Fortitude Advisory Group L.L.C. | History | No change | 768 | 578 | 0.25% | 0.31% | 1179 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Crews Bank & Trust | History | No change | 767 | 578 | 0.08% | 0.08% | 1180 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| ORBA Wealth Advisors, L.L.C. | History | Reduced | 765 | 576 | 0.5% | 0.61% | 1182 | -225 | -22.73% | Q4 2025 | Feb 05, 2026 |
| Johnson Financial Group, Inc. | History | No change | 765 | 576 | 0.02% | 0.02% | 1181 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| LEGACY FINANCIAL GROUP, INC. | History | Reduced | 762 | 574 | 0.15% | 0.16% | 1183 | -25 | -3.18% | Q4 2025 | Feb 06, 2026 |
| Constant Guidance Financial LLC | History | New | 2,603 | 572 | 0.4% | — | 1185 | +2,603 | New | Q4 2025 | Feb 10, 2026 |
| Aaron Wealth Advisors LLC | History | No change | 760 | 572 | 0.03% | 0.03% | 1184 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| SPIREPOINT PRIVATE CLIENT, LLC | History | No change | 759 | 572 | 0.05% | 0.06% | 1186 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Millennium Capital Advisors, LLC | History | Added to | 758 | 571 | 0.34% | 0.34% | 1187 | +1 | 0.13% | Q4 2025 | Feb 05, 2026 |
| Legacy Wealth Advisors, LLC | History | New | 756 | 569 | 0.38% | — | 1189 | +756 | New | Q4 2025 | Feb 17, 2026 |
| Kathmere Capital Management, LLC | History | Reduced | 755 | 569 | 0.04% | 0.04% | 1188 | -2 | -0.26% | Q4 2025 | Jan 13, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 754 | 568 | 0.03% | 0.04% | 1190 | +275 | 57.41% | Q4 2025 | Jan 29, 2026 |
| GSG Advisors LLC | History | Added to | 753 | 567 | 0.15% | 0.15% | 1191 | +3 | 0.4% | Q4 2025 | Jan 08, 2026 |
| SFMG, LLC | History | Added to | 752 | 566 | 0.04% | 0.04% | 1192 | +20 | 2.73% | Q4 2025 | Feb 10, 2026 |
| CORRECT CAPITAL WEALTH MANAGEMENT | History | No change | 751 | 566 | 0.11% | 0.09% | 1193 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Chemistry Wealth Management LLC | History | Added to | 750 | 565 | 0.11% | 0.09% | 1194 | +107 | 16.64% | Q4 2025 | Jan 06, 2026 |
| Caldwell Trust Co | History | No change | 750 | 565 | 0.05% | 0.05% | 1195 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Reduced | 749 | 564 | 0.0% | 0.0% | 1196 | -28 | -3.6% | Q4 2025 | Feb 17, 2026 |
| My Personal CFO, LLC | History | Added to | 748 | 563 | 0.23% | 0.16% | 1197 | +191 | 34.29% | Q4 2025 | Jan 15, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Added to | 747 | 563 | 0.06% | 0.06% | 1198 | +4 | 0.54% | Q4 2025 | Jan 28, 2026 |
| Allen Mooney & Barnes Investment Advisors LLC | History | Added to | 745 | 561 | 0.08% | 0.06% | 1199 | +212 | 39.77% | Q4 2025 | Jan 21, 2026 |
| TCI Wealth Advisors, Inc. | History | Reduced | 743 | 559 | 0.03% | 0.03% | 1200 | -33 | -4.25% | Q4 2025 | Feb 02, 2026 |
| Procyon Advisors, LLC | History | Added to | 741 | 558 | 0.03% | 0.03% | 1202 | +33 | 4.66% | Q4 2025 | Jan 07, 2026 |
| SeaBridge Investment Advisors LLC | History | Added to | 741 | 558 | 0.09% | 0.09% | 1201 | +1 | 0.14% | Q4 2025 | Jan 26, 2026 |
| Blueshift Asset Management, LLC | History | New | 740 | 557 | 0.16% | — | 1204 | +740 | New | Q4 2025 | Feb 13, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | New | 739 | 557 | 0.01% | — | 1203 | +739 | New | Q4 2025 | Feb 02, 2026 |
| Orcam Financial Group | History | No change | 736 | 555 | 0.42% | 0.44% | 1205 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| SAPIENT CAPITAL LLC | History | No change | 730 | 555 | 0.01% | 0.01% | 1206 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| EASTERN BANK | History | Reduced | 734 | 553 | 0.01% | 0.01% | 1207 | -77 | -9.49% | Q4 2025 | Jan 14, 2026 |
| Talisman Wealth Advisors LLC | History | Added to | 731 | 553 | 0.43% | 0.42% | 1208 | +53 | 7.82% | Q4 2025 | Feb 20, 2026 |
| Rossby Financial, LCC | History | No change | 733 | 552 | 0.17% | 0.18% | 1209 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Westside Investment Management, Inc. | History | No change | 731 | 551 | 0.09% | 0.09% | 1210 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Meeder Advisory Services, Inc. | History | Added to | 729 | 549 | 0.02% | 0.01% | 1211 | +414 | 131.43% | Q4 2025 | Feb 11, 2026 |
| Brady Martz Wealth Solutions, LLC | History | New | 723 | 544 | 0.1% | — | 1213 | +723 | New | Q4 2025 | Jan 15, 2026 |
| Cadence Bank | History | Added to | 722 | 544 | 0.03% | 0.03% | 1212 | +112 | 18.36% | Q4 2025 | Jan 30, 2026 |
| Northstar Group, Inc. | History | No change | 721 | 543 | 0.07% | 0.08% | 1214 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Bay Capital Advisors, LLC | History | Reduced | 720 | 542 | 0.33% | 0.35% | 1215 | -4 | -0.55% | Q4 2025 | Jan 16, 2026 |
| Saxony Capital Management, LLC | History | Added to | 718 | 541 | 0.33% | 0.35% | 1216 | +15 | 2.13% | Q4 2025 | Jan 15, 2026 |
| KLCM Advisors, Inc. | History | New | 715 | 539 | 0.05% | — | 1217 | +715 | New | Q4 2025 | Feb 04, 2026 |
| Bigelow Investment Advisors, LLC | History | No change | 715 | 538 | 0.21% | 0.21% | 1218 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Boreal Capital Management LLC | History | No change | 712 | 537 | 0.41% | 0.43% | 1219 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Piedmont Capital Management, LLC/NC | History | New | 712 | 536 | 0.35% | — | 1221 | +712 | New | Q4 2025 | Feb 13, 2026 |
| Atala Financial Inc | History | Added to | 712 | 536 | 0.34% | 0.27% | 1220 | +142 | 24.91% | Q4 2025 | Jan 23, 2026 |
| SIMS INVESTMENT MANAGEMENT, LLC | History | Reduced | 706 | 532 | 0.19% | 0.2% | 1223 | -25 | -3.42% | Q4 2025 | Jan 16, 2026 |
| InTrack Investment Management Inc | History | No change | 707 | 532 | 0.3% | 0.31% | 1222 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Heritage Financial Services, LLC | History | Reduced | 702 | 529 | 0.04% | 0.05% | 1224 | -3 | -0.43% | Q4 2025 | Feb 02, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 701 | 528 | 0.27% | 0.34% | 1225 | -524 | -42.78% | Q4 2025 | Feb 18, 2026 |
| Kovitz Investment Group Partners, LLC | History | Reduced | 700 | 527 | 0.01% | 0.09% | 1228 | -31,477 | -97.82% | Q4 2025 | Feb 20, 2026 |
| Progressive Investment Management Corp | History | No change | 700 | 527 | 0.13% | 0.13% | 1226 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Van Cleef Asset Management,Inc | History | No change | 700 | 527 | 0.05% | 0.05% | 1227 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Triton Financial Group Inc | History | No change | 700 | 527 | 0.35% | 0.35% | 1229 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| apricus wealth, LLC | History | No change | 700 | 527 | 0.27% | 0.28% | 1230 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| PARAGON FINANCIAL PARTNERS, INC. | History | Added to | 698 | 526 | 0.32% | 0.33% | 1231 | +1 | 0.14% | Q4 2025 | Jan 21, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | No change | 697 | 525 | 0.13% | 0.14% | 1232 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Solutions 4 Wealth, Ltd | History | No change | 697 | 525 | 0.79% | 0.81% | 1233 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| WELCH & FORBES LLC | History | Reduced | 695 | 523 | 0.01% | 0.01% | 1234 | -286 | -29.15% | Q4 2025 | Feb 10, 2026 |
| Trexquant Investment LP | History | Added to | 694 | 523 | 0.0% | 0.0% | 1236 | +107 | 18.23% | Q4 2025 | Feb 17, 2026 |
| Garrett Wealth Advisory Group, LLC | History | Reduced | 694 | 523 | 0.1% | 0.11% | 1237 | -30 | -4.14% | Q4 2025 | Feb 04, 2026 |
| Lee Financial Co | History | No change | 695 | 523 | 0.07% | 0.06% | 1235 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Financial Plan, Inc. | History | New | 691 | 520 | 0.06% | — | 1239 | +691 | New | Q4 2025 | Jan 28, 2026 |
| ATLas Financial Planning LLC | History | New | 691 | 520 | 0.51% | — | 1240 | +691 | New | Q4 2025 | Feb 17, 2026 |
| Grantvest Financial Group LLC | History | Added to | 691 | 520 | 0.33% | 0.32% | 1238 | +66 | 10.56% | Q4 2025 | Feb 02, 2026 |
| Friday Financial | History | New | 689 | 519 | 0.18% | — | 1242 | +689 | New | Q4 2025 | Jan 09, 2026 |
| Accel Wealth Management | History | Reduced | 689 | 519 | 0.14% | 0.15% | 1241 | -21 | -2.96% | Q4 2025 | Jan 20, 2026 |
| Arrowroot Family Office, LLC | History | Added to | 688 | 518 | 0.19% | 0.19% | 1243 | +40 | 6.17% | Q4 2025 | Feb 11, 2026 |
| United Community Bank | History | No change | 685 | 516 | 0.2% | 0.16% | 1244 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Activest Wealth Management | History | Reduced | 684 | 515 | 0.1% | 0.4% | 1247 | -1,942 | -73.95% | Q4 2025 | Jan 30, 2026 |
| HBK Sorce Advisory LLC | History | Added to | 697 | 515 | 0.01% | 0.01% | 1245 | +28 | 4.19% | Q4 2025 | Feb 09, 2026 |
| Archer Investment Corp | History | Reduced | 684 | 515 | 0.12% | 0.12% | 1246 | -5 | -0.73% | Q4 2025 | Jan 30, 2026 |
| Stonebridge Financial Group, LLC | History | Reduced | 683 | 514 | 0.04% | 0.05% | 1249 | -74 | -9.78% | Q4 2025 | Jan 21, 2026 |
| WEALTH ALLIANCE, LLC | History | No change | 683 | 514 | 0.05% | 0.05% | 1248 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Sankala Group LLC | History | New | 703 | 510 | 0.41% | — | 1250 | +703 | New | Q4 2025 | Mar 02, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 676 | 509 | 0.03% | 0.02% | 1251 | +319 | 89.36% | Q4 2025 | Jan 20, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 676 | 509 | 0.06% | 0.04% | 1252 | +260 | 62.5% | Q4 2025 | Jan 21, 2026 |
| Missouri Trust & Investment Co | History | No change | 675 | 508 | 0.15% | 0.15% | 1253 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Sterling Wealth Management, Inc. | History | No change | 674 | 508 | 0.14% | 0.15% | 1254 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Chaney Capital Management, Inc. | History | No change | 674 | 508 | 0.18% | 0.18% | 1255 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| EVERPAR ADVISORS LLC | History | No change | 673 | 507 | 0.19% | 0.2% | 1256 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Fermata Advisors, LLC | History | No change | 670 | 505 | 0.12% | 0.13% | 1257 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Added to | 668 | 503 | 0.01% | 0.01% | 1258 | +24 | 3.73% | Q4 2025 | Feb 10, 2026 |
| Bestgate Wealth Advisors, LLC | History | Added to | 667 | 502 | 0.88% | 0.42% | 1260 | +347 | 108.44% | Q4 2025 | Jan 16, 2026 |
| GOLDEN ROAD ADVISORS LLC | History | Reduced | 666 | 502 | 0.29% | 0.3% | 1259 | -37 | -5.26% | Q4 2025 | Feb 02, 2026 |
| Retirement Solution LLC | History | Reduced | 666 | 501 | 0.11% | 0.13% | 1261 | -37 | -5.26% | Q4 2025 | Jan 29, 2026 |
| 360 Financial, Inc. | History | Added to | 660 | 497 | 0.15% | 0.15% | 1262 | +38 | 6.11% | Q4 2025 | Feb 13, 2026 |
| Purkiss Capital Advisors LLC | History | No change | 660 | 497 | 0.23% | 0.24% | 1263 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | Added to | 655 | 493 | 0.09% | 0.06% | 1264 | +35 | 5.65% | Q4 2025 | Feb 02, 2026 |
| Walser Wealth Management Company, A Ltd Liability Co | History | New | 653 | 492 | 0.26% | — | 1266 | +653 | New | Q4 2025 | Feb 23, 2026 |
| SilverOak Wealth Management LLC | History | No change | 653 | 492 | 0.08% | 0.08% | 1265 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Alexander Randolph Advisory, Inc. | History | Reduced | 650 | 489 | 0.41% | 0.41% | 1267 | -14 | -2.11% | Q4 2025 | Feb 05, 2026 |
| Fjell Capital, LLC | History | Reduced | 647 | 487 | 0.37% | 0.48% | 1270 | -90 | -12.21% | Q4 2025 | Jan 12, 2026 |
| Independent Wealth Network Inc. | History | Added to | 646 | 487 | 0.15% | 0.15% | 1269 | +31 | 5.04% | Q4 2025 | Jan 26, 2026 |
| ARTHUR M. COHEN & ASSOCIATES, LLC | History | No change | 647 | 487 | 0.08% | 0.08% | 1268 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Milestones Private Investment Advisors LLC | History | Reduced | 643 | 484 | 0.33% | 0.34% | 1271 | -19 | -2.87% | Q4 2025 | Jan 26, 2026 |
| Downshift Financial, LLC | History | New | 684 | 483 | 0.3% | — | 1273 | +684 | New | Q4 2025 | Mar 11, 2026 |
| Nicholas Hoffman & Company, LLC. | History | Added to | 642 | 483 | 0.01% | 0.01% | 1272 | +64 | 11.07% | Q4 2025 | Feb 02, 2026 |
| Root Financial Partners, LLC | History | Reduced | 641 | 482 | 0.02% | 0.03% | 1274 | -3 | -0.47% | Q4 2025 | Feb 10, 2026 |
| Nvest Financial, LLC | History | Reduced | 637 | 480 | 0.2% | 0.28% | 1275 | -17 | -2.6% | Q4 2025 | Feb 10, 2026 |
| Crown Wealth Group, LLC | History | Reduced | 636 | 479 | 0.13% | 0.19% | 1276 | -197 | -23.65% | Q4 2025 | Jan 28, 2026 |
| FLYWHEEL PRIVATE WEALTH LLC | History | Reduced | 636 | 479 | 0.3% | 0.38% | 1277 | -10 | -1.55% | Q4 2025 | Jan 14, 2026 |
| Octavia Wealth Advisors, LLC | History | No change | 634 | 477 | 0.05% | 0.05% | 1278 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Baron Financial Group, LLC | History | Reduced | 628 | 473 | 0.25% | 0.26% | 1279 | -10 | -1.57% | Q4 2025 | Jan 09, 2026 |
| PUREfi Wealth, LLC | History | Reduced | 626 | 472 | 0.36% | 0.36% | 1281 | -5 | -0.79% | Q4 2025 | Jan 12, 2026 |
| Mezzasalma Advisors, LLC | History | No change | 625 | 472 | 0.11% | 0.12% | 1280 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Signet Private Wealth LLC | History | New | 626 | 471 | 0.45% | — | 1284 | +626 | New | Q4 2025 | Feb 11, 2026 |
| TFB Advisors LLC | History | Reduced | 626 | 471 | 0.13% | 0.19% | 1283 | -270 | -30.13% | Q4 2025 | Feb 13, 2026 |
| CAPITAL INSIGHT PARTNERS, LLC | History | No change | 626 | 471 | 0.1% | 0.08% | 1282 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Ellis Investment Partners, LLC | History | Reduced | 623 | 469 | 0.08% | 0.08% | 1285 | -6 | -0.95% | Q4 2025 | Feb 02, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | Reduced | 623 | 469 | 0.11% | 0.11% | 1286 | -2 | -0.32% | Q4 2025 | Jan 06, 2026 |
| Capstone Financial Advisors, Inc. | History | No change | 622 | 468 | 0.02% | 0.03% | 1287 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Security National Bank | History | Reduced | 620 | 467 | 0.07% | 0.07% | 1289 | -7 | -1.12% | Q4 2025 | Feb 05, 2026 |
| M. Kraus & Co | History | No change | 3,409 | 467 | 0.13% | 0.12% | 1288 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| XY Planning Network, Inc. | History | Reduced | 619 | 466 | 0.08% | 0.68% | 1290 | -2,392 | -79.44% | Q4 2025 | Jan 26, 2026 |
| Briggs Wealth Management, Inc | History | New | 618 | 466 | 0.5% | — | 1291 | +618 | New | Q4 2025 | Feb 19, 2026 |
| Signature Wealth Management Partners, LLC | History | Added to | 617 | 465 | 0.23% | 0.22% | 1292 | +60 | 10.77% | Q4 2025 | Feb 02, 2026 |
| London & Capital Asset Management Ltd | History | New | 617 | 464 | 0.0% | — | 1293 | +617 | New | Q4 2025 | Feb 17, 2026 |
| WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | History | Added to | 615 | 463 | 0.02% | 0.01% | 1295 | +318 | 107.07% | Q4 2025 | Feb 12, 2026 |
| Terra Nova Asset Management LLC | History | Reduced | 615 | 463 | 0.3% | 0.43% | 1296 | -300 | -32.79% | Q4 2025 | Jan 14, 2026 |
| Abound Wealth Management | History | Added to | 614 | 463 | 0.11% | 0.11% | 1297 | +1 | 0.16% | Q4 2025 | Jan 12, 2026 |
| BRIDGES INVESTMENT MANAGEMENT INC | History | No change | 615 | 463 | 0.01% | 0.01% | 1294 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Meridian Wealth Partners, LLC | History | Added to | 612 | 461 | 0.06% | 0.05% | 1299 | +145 | 31.05% | Q4 2025 | Feb 13, 2026 |
| Grove Bank & Trust | History | No change | 612 | 461 | 0.05% | 0.05% | 1298 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| UPTICK PARTNERS, LLC | History | Added to | 610 | 459 | 0.1% | 0.1% | 1301 | +92 | 17.76% | Q4 2025 | Feb 02, 2026 |
| AVALON CAPITAL MANAGEMENT | History | No change | 610 | 459 | 0.11% | 0.11% | 1300 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| LEGACY CAPITAL WEALTH MANAGEMENT, LLC | History | New | 608 | 458 | 0.28% | — | 1302 | +608 | New | Q4 2025 | Feb 11, 2026 |
| Townsend & Associates, Inc | History | No change | 603 | 457 | 0.04% | 0.04% | 1303 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Henrickson Nauta Wealth Advisors, Inc. | History | Added to | 596 | 455 | 0.07% | 0.1% | 1305 | +183 | 44.31% | Q4 2025 | Jan 07, 2026 |
| Tempus Wealth Planning, LLC | History | No change | 604 | 455 | 0.1% | 0.1% | 1304 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Aspect Partners, LLC | History | Reduced | 603 | 454 | 0.2% | 0.37% | 1307 | -500 | -45.33% | Q4 2025 | Jan 23, 2026 |
| Rollins Financial Advisors, LLC | History | Added to | 603 | 454 | 0.07% | 0.04% | 1306 | +285 | 89.62% | Q4 2025 | Feb 04, 2026 |
| AMERICAN ASSET MANAGEMENT INC. | History | New | 600 | 452 | 0.38% | — | 1311 | +600 | New | Q4 2025 | Jan 07, 2026 |
| Liberty Capital Management, Inc. | History | Reduced | 600 | 452 | 0.08% | 0.1% | 1310 | -145 | -19.46% | Q4 2025 | Jan 26, 2026 |
| BANK OF HAWAII | History | No change | 600 | 452 | 0.02% | 0.02% | 1308 | 0 | 0.0% | Q4 2025 | Mar 03, 2026 |
| INVESTMENT ADVISORY SERVICES INC /TX /ADV | History | No change | 600 | 452 | 0.14% | 0.14% | 1309 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Petix & Botte Co | History | Added to | 598 | 451 | 0.1% | 0.1% | 1313 | +24 | 4.18% | Q4 2025 | Feb 05, 2026 |
| Clarkston Capital Partners, LLC | History | Added to | 599 | 451 | 0.01% | 0.01% | 1312 | +18 | 3.1% | Q4 2025 | Feb 13, 2026 |
| CGN Advisors LLC | History | Reduced | 598 | 450 | 0.04% | 0.04% | 1314 | -13 | -2.13% | Q4 2025 | Jan 05, 2026 |
| Breakwater Investment Management | History | No change | 597 | 450 | 0.16% | 0.16% | 1315 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| DMKC Advisory Services, LLC | History | Added to | 595 | 448 | 0.2% | 0.2% | 1316 | +71 | 13.55% | Q4 2025 | Jan 30, 2026 |
| Glassman Wealth Services | History | No change | 593 | 446 | 0.06% | 0.06% | 1317 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Mustard Seed Financial, LLC | History | No change | 592 | 446 | 0.28% | 0.28% | 1318 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Concord Asset Management, LLC/VA | History | No change | 592 | 446 | 0.08% | 0.08% | 1319 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | History | No change | 602 | 445 | 0.06% | 0.08% | 1320 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Reduced | 590 | 444 | 0.03% | 0.04% | 1321 | -202 | -25.51% | Q4 2025 | Jan 15, 2026 |
| WealthPlan Investment Management, LLC | History | Reduced | 590 | 444 | 0.03% | 0.03% | 1322 | -101 | -14.62% | Q4 2025 | Feb 05, 2026 |
| Farrell Financial LLC | History | Added to | 590 | 444 | 0.26% | 0.24% | 1324 | +66 | 12.6% | Q4 2025 | Jan 12, 2026 |
| Second Line Capital, LLC | History | No change | 590 | 444 | 0.09% | 0.09% | 1323 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CURA WEALTH ADVISORS, LLC | History | No change | 588 | 443 | 0.17% | 0.17% | 1325 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| ROMAN BUTLER FULLERTON & CO | History | Added to | 587 | 442 | 0.12% | 0.12% | 1326 | +14 | 2.44% | Q4 2025 | Jan 26, 2026 |
| Key Client Fiduciary Advisors, LLC | History | Reduced | 586 | 441 | 0.15% | 0.15% | 1328 | -21 | -3.46% | Q4 2025 | Jan 28, 2026 |
| YARGER WEALTH STRATEGIES, LLC | History | No change | 586 | 441 | 0.19% | 0.2% | 1327 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| RDA Financial Network | History | No change | 583 | 439 | 0.11% | 0.11% | 1329 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| SEVEN MILE ADVISORY | History | No change | 582 | 439 | 0.08% | 0.07% | 1330 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| ENCOMPASS WEALTH ADVISORS, LLC | History | Reduced | 582 | 438 | 0.15% | 0.16% | 1331 | -64 | -9.91% | Q4 2025 | Jan 22, 2026 |
| Sound Income Strategies, LLC | History | Added to | 576 | 437 | 0.02% | 0.01% | 1334 | +349 | 153.74% | Q4 2025 | Jan 21, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Reduced | 581 | 437 | 0.05% | 0.05% | 1332 | -42 | -6.74% | Q4 2025 | Jan 20, 2026 |
| Stonebridge Capital Advisors LLC | History | Added to | 580 | 437 | 0.03% | 0.03% | 1333 | +3 | 0.52% | Q4 2025 | Feb 12, 2026 |
| Astra Wealth Partners LLC | History | No change | 581 | 437 | 0.26% | 0.29% | 1335 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Ironwood Investment Counsel, LLC | History | Reduced | 578 | 436 | 0.06% | 0.07% | 1336 | -42 | -6.77% | Q4 2025 | Feb 06, 2026 |
| Schneider Downs Wealth Management Advisors, LP | History | Reduced | 579 | 436 | 0.05% | 0.05% | 1337 | -4 | -0.69% | Q4 2025 | Feb 12, 2026 |
| SVB WEALTH LLC | History | Reduced | 578 | 435 | 0.03% | 0.05% | 1338 | -702 | -54.84% | Q4 2025 | Feb 04, 2026 |
| Essex Bank | History | New | 576 | 434 | 0.09% | — | 1339 | +576 | New | Q4 2025 | Feb 02, 2026 |
| COLTON GROOME FINANCIAL ADVISORS, LLC | History | Reduced | 577 | 434 | 0.12% | 0.13% | 1340 | -11 | -1.87% | Q4 2025 | Feb 10, 2026 |
| Tanager Wealth Management LLP | History | No change | 576 | 434 | 0.04% | 0.05% | 1341 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Moss Adams Wealth Advisors LLC | History | Reduced | 575 | 433 | 0.03% | 0.05% | 1342 | -329 | -36.39% | Q4 2025 | Jan 26, 2026 |
| MEMBERS WEALTH LLC | History | Reduced | 570 | 433 | 0.27% | 0.3% | 1344 | -60 | -9.52% | Q4 2025 | Jan 28, 2026 |
| Hilltop Partners LLC | History | No change | 575 | 433 | 0.11% | 0.13% | 1343 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| DF DENT & CO INC | History | No change | 572 | 431 | 0.01% | 0.01% | 1345 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Yoder Wealth Management, Inc. | History | No change | 571 | 430 | 0.2% | 0.2% | 1346 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| CCG WEALTH MANAGEMENT, LLC | History | Added to | 570 | 429 | 0.18% | 0.2% | 1348 | +3 | 0.53% | Q4 2025 | Jan 21, 2026 |
| RVW Wealth, LLC | History | No change | 570 | 429 | 0.03% | 0.03% | 1347 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Atlas Private Wealth Advisors | History | No change | 569 | 429 | 0.1% | 0.1% | 1349 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| SC&H Financial Advisors, Inc. | History | New | 568 | 428 | 0.07% | — | 1353 | +568 | New | Q4 2025 | Jan 21, 2026 |
| Walkner Condon Financial Advisors LLC | History | Added to | 568 | 428 | 0.06% | 0.05% | 1352 | +105 | 22.68% | Q4 2025 | Jan 21, 2026 |
| Semus Wealth Partners LLC | History | Reduced | 568 | 428 | 0.23% | 0.26% | 1354 | -44 | -7.19% | Q4 2025 | Jan 27, 2026 |
| VAN STRUM & TOWNE INC. | History | No change | 568 | 428 | 0.12% | 0.12% | 1350 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Parisi Gray Wealth Management | History | No change | 568 | 428 | 0.1% | 0.11% | 1351 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Compass Advisory Group LLC | History | No change | 567 | 427 | 0.12% | 0.12% | 1355 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| COURIER CAPITAL LLC | History | Reduced | 565 | 425 | 0.02% | 0.03% | 1356 | -28 | -4.72% | Q4 2025 | Jan 29, 2026 |
| MBE Wealth Management, LLC | History | Added to | 565 | 425 | 0.18% | 0.18% | 1358 | +8 | 1.44% | Q4 2025 | Jan 21, 2026 |
| LYELL WEALTH MANAGEMENT, LP | History | No change | 565 | 425 | 0.03% | 0.03% | 1357 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| MKT Advisors LLC | History | No change | 561 | 425 | 0.15% | 0.16% | 1359 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Mystic Asset Management, Inc. | History | No change | 563 | 424 | 0.1% | 0.09% | 1360 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Syntegra Private Wealth Group, LLC | History | No change | 563 | 424 | 0.04% | 0.04% | 1361 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Armor Investment Advisors, LLC | History | No change | 560 | 422 | 0.16% | 0.13% | 1362 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Greenfield Seitz Capital Management, LLC | History | No change | 560 | 422 | 0.14% | 0.13% | 1363 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CATALYST FINANCIAL PARTNERS LLC | History | Added to | 559 | 421 | 0.05% | 0.04% | 1364 | +90 | 19.19% | Q4 2025 | Feb 04, 2026 |
| Asset Dedication, LLC | History | Added to | 558 | 420 | 0.03% | 0.02% | 1365 | +112 | 25.11% | Q4 2025 | Jan 26, 2026 |
| Lesa Sroufe & Co | History | No change | 557 | 420 | 0.31% | 0.34% | 1366 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Foundation Wealth Management, LLC\PA | History | No change | 557 | 419 | 0.15% | 0.16% | 1367 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| West Wealth Group, LLC | History | Reduced | 555 | 418 | 0.09% | 0.1% | 1368 | -22 | -3.81% | Q4 2025 | Jan 26, 2026 |
| Frisch Financial Group, Inc. | History | Added to | 554 | 417 | 0.09% | 0.1% | 1369 | +1 | 0.18% | Q4 2025 | Feb 06, 2026 |
| Ironwood Financial, llc | History | Reduced | 540 | 413 | 0.07% | 0.07% | 1370 | -12 | -2.17% | Q4 2025 | Jan 15, 2026 |
| Bowman & Co S.C. | History | Reduced | 547 | 412 | 0.17% | 0.19% | 1371 | -45 | -7.6% | Q4 2025 | Jan 23, 2026 |
| Commonwealth Financial Services, LLC | History | Added to | 546 | 411 | 0.07% | 0.07% | 1372 | +1 | 0.18% | Q4 2025 | Feb 06, 2026 |
| TILIA FIDUCIARY PARTNERS, INC. | History | Added to | 545 | 410 | 0.23% | 0.21% | 1376 | +60 | 12.37% | Q4 2025 | Jan 12, 2026 |
| EWA, LLC | History | Added to | 544 | 410 | 0.1% | 0.1% | 1375 | +40 | 7.94% | Q4 2025 | Feb 03, 2026 |
| Boltwood Capital Management | History | Reduced | 544 | 410 | 0.11% | 0.11% | 1374 | -3 | -0.55% | Q4 2025 | Jan 02, 2026 |
| FIRST FINANCIAL BANKSHARES INC | History | No change | 544 | 410 | 0.01% | 0.01% | 1373 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| LRI Investments, LLC | History | No change | 545 | 410 | 0.03% | 0.03% | 1377 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Accelerate Investment Advisors LLC | History | No change | 545 | 410 | 0.28% | 0.28% | 1378 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| PCM Encore, LLC | History | New | 543 | 409 | 0.09% | — | 1380 | +543 | New | Q4 2025 | Feb 13, 2026 |
| Objective Capital Management, LLC | History | Reduced | 543 | 409 | 0.42% | 0.52% | 1379 | -125 | -18.71% | Q4 2025 | Feb 04, 2026 |
| Colonial River Investments, LLC | History | Reduced | 540 | 407 | 0.15% | 0.16% | 1382 | -29 | -5.1% | Q4 2025 | Feb 04, 2026 |
| LJI Wealth Management, LLC | History | Reduced | 540 | 407 | 0.06% | 0.07% | 1383 | -13 | -2.35% | Q4 2025 | Feb 03, 2026 |
| Clear Creek Financial Management, LLC | History | No change | 541 | 407 | 0.03% | 0.03% | 1381 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| BALANCED WEALTH GROUP LLC | History | Reduced | 536 | 403 | 0.15% | 0.16% | 1385 | -24 | -4.29% | Q4 2025 | Jan 13, 2026 |
| Crumly & Associates Inc. | History | No change | 535 | 403 | 0.08% | 0.09% | 1384 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Carl P. Sherr & Co., LLC | History | Added to | 538 | 402 | 0.18% | 0.19% | 1386 | +7 | 1.32% | Q4 2025 | Feb 09, 2026 |
| WORLD EQUITY GROUP, INC. | History | Reduced | 533 | 401 | 0.11% | 0.09% | 1387 | -8 | -1.48% | Q4 2025 | Jan 12, 2026 |
| Capital Asset Advisory Services LLC | History | Reduced | 523 | 400 | 0.02% | 0.02% | 1388 | -38 | -6.77% | Q4 2025 | Jan 09, 2026 |
| True Link Financial Advisors, LLC | History | New | 530 | 399 | 0.02% | — | 1390 | +530 | New | Q4 2025 | Jan 29, 2026 |
| Wealth Alliance Advisory Group, LLC | History | No change | 530 | 399 | 0.07% | 0.07% | 1389 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Investment Research Partners LLC | History | No change | 530 | 399 | 0.17% | 0.19% | 1391 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Glenview Trust Co | History | Added to | 529 | 398 | 0.01% | 0.01% | 1392 | +5 | 0.95% | Q4 2025 | Feb 09, 2026 |
| Taylor & Morgan Wealth Management, LLC | History | Reduced | 528 | 397 | 0.22% | 0.29% | 1393 | -104 | -16.46% | Q4 2025 | Jan 16, 2026 |
| NTV ASSET MANAGEMENT LLC | History | No change | 526 | 396 | 0.04% | 0.04% | 1394 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| SYKON CAPITAL LLC | History | No change | 525 | 395 | 0.13% | 0.13% | 1395 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Monetary Solutions, Ltd | History | New | 523 | 394 | 0.39% | — | 1397 | +523 | New | Q4 2025 | Feb 23, 2026 |
| TrueWealth Advisors, LLC | History | No change | 524 | 394 | 0.1% | 0.11% | 1396 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| PURSUE WEALTH PARTNERS LLC | History | No change | 521 | 393 | 0.19% | 0.21% | 1398 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Optivise Advisory Services LLC | History | Added to | 521 | 392 | 0.23% | 0.2% | 1400 | +69 | 15.27% | Q4 2025 | Jan 12, 2026 |
| Meredith Wealth Planning | History | Added to | 520 | 392 | 0.12% | 0.11% | 1399 | +48 | 10.17% | Q4 2025 | Jan 16, 2026 |
| FIRST BUSINESS FINANCIAL SERVICES, INC. | History | No change | 519 | 391 | 0.04% | 0.04% | 1401 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| River Wealth Advisors LLC | History | No change | 519 | 391 | 0.04% | 0.05% | 1402 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| BANQUE PICTET & CIE SA | History | New | 515 | 388 | 0.0% | — | 1405 | +515 | New | Q4 2025 | Jan 16, 2026 |
| Greenspring Advisors, LLC | History | Added to | 516 | 388 | 0.02% | 0.06% | 1408 | +40 | 8.4% | Q4 2025 | Feb 10, 2026 |
| Keystone Wealth Services, LLC | History | Added to | 516 | 388 | 0.08% | 0.08% | 1406 | +21 | 4.24% | Q4 2025 | Jan 26, 2026 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | History | Added to | 516 | 388 | 0.19% | 0.21% | 1407 | +6 | 1.18% | Q4 2025 | Jan 30, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 515 | 388 | 0.06% | 0.06% | 1403 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Boston Trust Walden Corp | History | No change | 515 | 388 | 0.0% | 0.0% | 1404 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Summit Financial Strategies, Inc. | History | Reduced | 512 | 386 | 0.03% | 0.03% | 1409 | -14 | -2.66% | Q4 2025 | Jan 27, 2026 |
| URS Advisory LLC | History | New | 512 | 385 | 0.32% | — | 1412 | +512 | New | Q4 2025 | Feb 17, 2026 |
| Guidance Point Advisors, LLC | History | Reduced | 509 | 385 | 0.09% | 0.1% | 1410 | -20 | -3.78% | Q4 2025 | Feb 11, 2026 |
| Frank, Rimerman Advisors LLC | History | No change | 512 | 385 | 0.02% | 0.02% | 1411 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Grey Ledge Advisors, LLC | History | Added to | 510 | 384 | 0.09% | 0.09% | 1413 | +1 | 0.2% | Q4 2025 | Feb 05, 2026 |
| WEALTHSPAN PARTNERS, LLC | History | Reduced | 509 | 383 | 0.14% | 0.16% | 1414 | -40 | -7.29% | Q4 2025 | Jan 27, 2026 |
| JAMISON PRIVATE WEALTH MANAGEMENT, INC. | History | No change | 509 | 383 | 0.05% | 0.05% | 1415 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Allspring Global Investments Holdings, LLC | History | New | 501 | 382 | 0.0% | — | 1416 | +501 | New | Q4 2025 | Jan 15, 2026 |
| Nadler Financial Group, Inc. | History | Added to | 506 | 381 | 0.04% | 0.04% | 1417 | +10 | 2.02% | Q4 2025 | Jan 28, 2026 |
| Linscomb Wealth, Inc. | History | Added to | 505 | 380 | 0.02% | 0.02% | 1418 | +1 | 0.2% | Q4 2025 | Feb 10, 2026 |
| Ifrah Financial Services, Inc. | History | Added to | 502 | 378 | 0.1% | 0.08% | 1419 | +65 | 14.87% | Q4 2025 | Jan 22, 2026 |
| F&V Capital Management, LLC | History | No change | 500 | 377 | 0.08% | 0.08% | 1420 | 0 | 0.0% | Q4 2025 | Mar 26, 2026 |
| BlueSky Wealth Advisors, LLC | History | Added to | 500 | 376 | 0.05% | 0.05% | 1423 | +24 | 5.04% | Q4 2025 | Jan 26, 2026 |
| CAMPBELL CAPITAL MANAGEMENT INC | History | No change | 499 | 376 | 0.13% | 0.14% | 1421 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| PIONEER TRUST BANK N A/OR | History | No change | 500 | 376 | 0.09% | 0.09% | 1422 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 500 | 376 | 0.08% | 0.08% | 1424 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| V2 Financial group LLC | History | No change | 500 | 376 | 0.19% | 0.21% | 1425 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Creekside Partners | History | No change | 500 | 376 | 0.16% | 0.16% | 1426 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| KEB ASSET MANAGEMENT, LLC | History | No change | 499 | 375 | 0.08% | 0.08% | 1427 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Barnes Dennig Private Wealth Management LLC | History | Added to | 497 | 374 | 0.38% | 0.32% | 1431 | +98 | 24.56% | Q4 2025 | Jan 14, 2026 |
| RCS Financial Planning, LLC | History | Reduced | 496 | 374 | 0.16% | 0.19% | 1429 | -73 | -12.83% | Q4 2025 | Jan 15, 2026 |
| MWA Asset Management | History | Reduced | 496 | 374 | 0.21% | 0.22% | 1428 | -37 | -6.94% | Q4 2025 | Jan 29, 2026 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | History | No change | 497 | 374 | 0.05% | 0.05% | 1430 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| InvesTrust | History | No change | 496 | 373 | 0.14% | 0.14% | 1432 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| ALTFEST L J & CO INC | History | No change | 494 | 372 | 0.04% | 0.04% | 1433 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 492 | 371 | 0.03% | 0.02% | 1434 | +114 | 30.16% | Q4 2025 | Feb 13, 2026 |
| Warner Group LLC | History | Added to | 492 | 370 | 0.23% | 0.22% | 1436 | +62 | 14.42% | Q4 2025 | Feb 06, 2026 |
| Sand Hill Global Advisors, LLC | History | Added to | 491 | 370 | 0.01% | 0.01% | 1435 | +14 | 2.94% | Q4 2025 | Feb 12, 2026 |
| Glen Eagle Advisors, LLC | History | Reduced | 491 | 369 | 0.05% | 0.06% | 1439 | -43 | -8.05% | Q4 2025 | Feb 13, 2026 |
| TriaGen Wealth Management LLC | History | No change | 490 | 369 | 0.1% | 0.1% | 1437 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Vertex Planning Partners, LLC | History | No change | 490 | 369 | 0.09% | 0.07% | 1438 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| LANE BROTHERS & CO INC | History | New | 489 | 368 | 0.27% | — | 1440 | +489 | New | Q4 2025 | Mar 13, 2026 |
| Herold Advisors, Inc. | History | Reduced | 488 | 368 | 0.08% | 0.08% | 1441 | -1 | -0.2% | Q4 2025 | Feb 17, 2026 |
| CONSULTIVA WEALTH MANAGEMENT, CORP. | History | Reduced | 487 | 367 | 1.03% | 1.35% | 1442 | -156 | -24.26% | Q4 2025 | Feb 17, 2026 |
| TRAPHAGEN INVESTMENT ADVISORS LLC | History | Added to | 487 | 367 | 0.03% | 0.03% | 1443 | +1 | 0.21% | Q4 2025 | Jan 27, 2026 |
| Skyline Advisors, Inc. | History | Reduced | 484 | 365 | 0.12% | 0.13% | 1444 | -13 | -2.62% | Q4 2025 | Jan 12, 2026 |
| Uptown Financial Advisors LLC | History | No change | 485 | 365 | 0.26% | 0.3% | 1445 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| CX Institutional | History | Added to | 482 | 363 | 0.01% | 0.01% | 1447 | +94 | 24.23% | Q4 2025 | Feb 02, 2026 |
| Exit Wealth Advisors, LLC. | History | Added to | 483 | 363 | 0.21% | 0.21% | 1448 | +54 | 12.59% | Q4 2025 | Feb 10, 2026 |
| Faithward Advisors, LLC | History | Reduced | 482 | 363 | 0.05% | 0.05% | 1446 | -9 | -1.83% | Q4 2025 | Feb 17, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | Reduced | 481 | 362 | 0.0% | 0.0% | 1449 | -16 | -3.22% | Q4 2025 | Feb 09, 2026 |
| ProVise Management Group, LLC | History | No change | 479 | 361 | 0.03% | 0.03% | 1450 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | No change | 479 | 361 | 0.1% | 0.11% | 1451 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Wealth Dimensions Group, Ltd. | History | New | 478 | 360 | 0.07% | — | 1452 | +478 | New | Q4 2025 | Feb 13, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | New | 478 | 360 | 0.05% | — | 1454 | +478 | New | Q4 2025 | Jan 15, 2026 |
| New Millennium Group LLC | History | Reduced | 479 | 360 | 0.16% | 0.17% | 1453 | -12 | -2.44% | Q4 2025 | Feb 06, 2026 |
| PROFFITT & GOODSON INC | History | Reduced | 476 | 358 | 0.05% | 0.1% | 1455 | -463 | -49.31% | Q4 2025 | Jan 27, 2026 |
| Cheviot Value Management, LLC | History | No change | 461 | 357 | 0.04% | 0.04% | 1456 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Arcadia Wealth Management, Inc. | History | No change | 474 | 357 | 0.2% | 0.21% | 1457 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Added to | 473 | 356 | 0.01% | 0.01% | 1458 | +38 | 8.74% | Q4 2025 | Jan 30, 2026 |
| Cooper Financial Group | History | No change | 473 | 356 | 0.04% | 0.04% | 1459 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| LifeWealth Investments, LLC | History | New | 471 | 355 | 0.11% | — | 1462 | +471 | New | Q4 2025 | Jan 26, 2026 |
| Glass Jacobson Investment Advisors llc | History | Reduced | 471 | 355 | 0.13% | 0.13% | 1460 | -12 | -2.48% | Q4 2025 | Jan 22, 2026 |
| Stonebrook Private Inc. | History | Reduced | 471 | 355 | 0.07% | 0.08% | 1461 | -12 | -2.48% | Q4 2025 | Feb 11, 2026 |
| INVICTUS PRIVATE WEALTH, LLC | History | Reduced | 470 | 354 | 0.02% | 0.02% | 1463 | -40 | -7.84% | Q4 2025 | Feb 13, 2026 |
| Axos Invest Inc. | History | Reduced | 469 | 353 | 0.26% | 0.39% | 1467 | -232 | -33.1% | Q4 2025 | Jan 23, 2026 |
| HOWARD FINANCIAL SERVICES, LTD. | History | Added to | 469 | 353 | 0.04% | 0.04% | 1464 | +53 | 12.74% | Q4 2025 | Jan 12, 2026 |
| Lauer Wealth, LLC | History | Added to | 468 | 353 | 0.26% | 0.25% | 1465 | +6 | 1.3% | Q4 2025 | Jan 12, 2026 |
| Retirement Investment Advisors, Inc. | History | No change | 469 | 353 | 0.03% | 0.03% | 1466 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| ADAMSBROWN WEALTH CONSULTANTS LLC | History | No change | 468 | 352 | 0.1% | 0.1% | 1468 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| GDS Wealth Management | History | New | 466 | 351 | 0.02% | — | 1470 | +466 | New | Q4 2025 | Feb 02, 2026 |
| Northwest Financial Advisors | History | Reduced | 466 | 351 | 0.72% | 0.61% | 1472 | -167 | -26.38% | Q4 2025 | Jan 26, 2026 |
| Fiscal Wisdom Wealth Management, LLC | History | Reduced | 466 | 351 | 0.33% | 0.33% | 1473 | -3 | -0.64% | Q4 2025 | Jan 27, 2026 |
| JEPPSON WEALTH MANAGEMENT, LLC | History | No change | 466 | 351 | 0.11% | 0.11% | 1469 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| PFW Advisors LLC | History | No change | 466 | 351 | 0.11% | 0.1% | 1471 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Fearless Solutions, LLC dba Best Invest | History | Reduced | 465 | 350 | 0.21% | 0.27% | 1476 | -91 | -16.37% | Q4 2025 | Jan 20, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | Added to | 465 | 350 | 0.01% | 0.0% | 1474 | +30 | 6.9% | Q4 2025 | Feb 12, 2026 |
| Cornerstone Wealth Group, LLC | History | Added to | 465 | 350 | 0.02% | 0.02% | 1475 | +16 | 3.56% | Q4 2025 | Jan 26, 2026 |
| ALLIUM FINANCIAL ADVISORS, LLC | History | New | 462 | 348 | 0.28% | — | 1478 | +462 | New | Q4 2025 | Feb 09, 2026 |
| STRATEGY ASSET MANAGERS LLC | History | No change | 462 | 348 | 0.06% | 0.06% | 1477 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Vested Financial Planning, LLC | History | No change | 461 | 347 | 0.27% | 0.28% | 1479 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Ruggiero Investments, Inc. | History | New | 459 | 345 | 0.31% | — | 1484 | +459 | New | Q4 2025 | Feb 12, 2026 |
| Rubicon Advisors, GP | History | New | 458 | 345 | 0.32% | — | 1485 | +458 | New | Q4 2025 | Mar 09, 2026 |
| Per Stirling Capital Management, LLC. | History | Added to | 459 | 345 | 0.04% | 0.03% | 1482 | +125 | 37.43% | Q4 2025 | Feb 17, 2026 |
| PRIVATE MANAGEMENT GROUP INC | History | No change | 459 | 345 | 0.01% | 0.01% | 1480 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Greenwich Wealth Management LLC | History | No change | 457 | 345 | 0.02% | 0.02% | 1481 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Dentgroup LLC | History | No change | 458 | 345 | 0.24% | 0.22% | 1483 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Ipsen Advisor Group LLC | History | Reduced | 457 | 344 | 0.24% | 0.38% | 1488 | -261 | -36.35% | Q4 2025 | Feb 11, 2026 |
| Canal Capital Management, LLC | History | Reduced | 457 | 344 | 0.05% | 0.07% | 1486 | -188 | -29.15% | Q4 2025 | Jan 06, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Reduced | 458 | 344 | 0.04% | 0.05% | 1487 | -51 | -10.02% | Q4 2025 | Jan 09, 2026 |
| Fortis Capital Management LLC | History | Reduced | 455 | 343 | 0.05% | 0.06% | 1490 | -118 | -20.59% | Q4 2025 | Feb 13, 2026 |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | History | Added to | 456 | 343 | 0.05% | 0.04% | 1491 | +59 | 14.86% | Q4 2025 | Feb 06, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | Added to | 449 | 343 | 0.02% | 0.03% | 1489 | +9 | 2.05% | Q4 2025 | Feb 13, 2026 |
| DEFINE FINANCIAL, LLC | History | Added to | 456 | 343 | 0.19% | 0.2% | 1492 | +1 | 0.22% | Q4 2025 | Jan 13, 2026 |
| GatePass Capital, LLC | History | New | 454 | 342 | 0.18% | — | 1495 | +454 | New | Q4 2025 | Feb 09, 2026 |
| Emerald Advisors, LLC | History | Reduced | 455 | 342 | 0.05% | 0.05% | 1493 | -1 | -0.22% | Q4 2025 | Jan 27, 2026 |
| Cornerstone Financial Group, LLC /NE/ | History | No change | 454 | 342 | 0.24% | 0.26% | 1494 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| SageView Advisory Group, LLC | History | Reduced | 453 | 341 | 0.01% | 0.01% | 1496 | -5 | -1.09% | Q4 2025 | Feb 17, 2026 |
| KW WEALTH MANAGEMENT LLC | History | No change | 453 | 341 | 0.52% | 0.58% | 1497 | 0 | 0.0% | Q4 2025 | Feb 25, 2026 |
| Atlas Brown,Inc. | History | No change | 451 | 339 | 0.1% | 0.1% | 1498 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Cerro Pacific Wealth Advisors LLC | History | Reduced | 449 | 338 | 0.09% | 0.1% | 1500 | -31 | -6.46% | Q4 2025 | Feb 02, 2026 |
| Gradient Investments LLC | History | Added to | 450 | 338 | 0.01% | 0.01% | 1499 | +23 | 5.39% | Q4 2025 | Jan 08, 2026 |
| Peterson Wealth Advisors, LLC | History | New | 447 | 336 | 0.04% | — | 1502 | +447 | New | Q4 2025 | Jan 09, 2026 |
| Obermeyer Wealth Partners | History | Added to | 446 | 336 | 0.02% | 0.01% | 1501 | +168 | 60.43% | Q4 2025 | Jan 29, 2026 |
| Johnson & White Wealth Management, LLC | History | No change | 447 | 336 | 0.15% | 0.15% | 1503 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| JOHN G ULLMAN & ASSOCIATES INC | History | No change | 445 | 335 | 0.04% | 0.04% | 1504 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Quotient Wealth Partners, LLC | History | New | 444 | 334 | 0.01% | — | 1505 | +444 | New | Q4 2025 | Jan 22, 2026 |
| RESOLUTE CAPITAL, LLC | History | New | 444 | 334 | 0.14% | — | 1506 | +444 | New | Q4 2025 | Feb 10, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | New | 442 | 333 | 0.01% | — | 1507 | +442 | New | Q4 2025 | Feb 18, 2026 |
| Kelly Financial Services LLC | History | Reduced | 442 | 333 | 0.08% | 0.09% | 1508 | -2 | -0.45% | Q4 2025 | Jan 13, 2026 |
| BlackDiamond Wealth Management, LLC | History | Reduced | 442 | 332 | 0.16% | 0.21% | 1511 | -67 | -13.16% | Q4 2025 | Feb 10, 2026 |
| Willis Johnson & Associates, Inc. | History | Added to | 441 | 332 | 0.02% | 0.02% | 1510 | +41 | 10.25% | Q4 2025 | Jan 22, 2026 |
| Acorn Wealth Advisors, LLC | History | No change | 441 | 332 | 0.1% | 0.1% | 1509 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Net Worth Advisory Group | History | New | 439 | 331 | 0.07% | — | 1512 | +439 | New | Q4 2025 | Jan 14, 2026 |
| Apeiron RIA LLC | History | Reduced | 440 | 331 | 0.07% | 0.08% | 1513 | -12 | -2.65% | Q4 2025 | Feb 03, 2026 |
| Wescott Financial Advisory Group, LLC | History | Reduced | 437 | 329 | 0.03% | 0.03% | 1514 | -65 | -12.95% | Q4 2025 | Feb 12, 2026 |
| Endowment Wealth Management, Inc. | History | Added to | 437 | 329 | 0.15% | 0.15% | 1515 | +1 | 0.23% | Q4 2025 | Feb 09, 2026 |
| HILL ISLAND FINANCIAL LLC | History | No change | 437 | 329 | 0.08% | 0.08% | 1516 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Mattern Wealth Management LLC | History | Reduced | 436 | 328 | 0.06% | 0.07% | 1517 | -25 | -5.42% | Q4 2025 | Jan 16, 2026 |
| First National Advisers, LLC | History | No change | 435 | 327 | 0.04% | 0.04% | 1518 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Ring Mountain Capital, LLC | History | Added to | 428 | 325 | 0.17% | 0.18% | 1519 | +1 | 0.23% | Q4 2025 | Jan 27, 2026 |
| Godshalk Welsh Capital Management, Inc. | History | No change | 430 | 324 | 0.19% | 0.18% | 1520 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| MIDLAND WEALTH ADVISORS, LLC | History | Reduced | 428 | 322 | 0.02% | 0.03% | 1521 | -265 | -38.24% | Q4 2025 | Jan 26, 2026 |
| Alliance Wealth Advisors, LLC /UT | History | New | 427 | 321 | 0.07% | — | 1523 | +427 | New | Q4 2025 | Feb 02, 2026 |
| Dana Investment Advisors, Inc. | History | Added to | 426 | 321 | 0.01% | 0.01% | 1522 | +3 | 0.71% | Q4 2025 | Feb 05, 2026 |
| Cascade Financial Partners, LLC | History | No change | 427 | 321 | 0.03% | 0.04% | 1524 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Kraft, Davis & Associates, LLC | History | Added to | 419 | 320 | 0.07% | 0.06% | 1526 | +91 | 27.74% | Q4 2025 | Jan 14, 2026 |
| Marquette Asset Management, LLC | History | No change | 425 | 320 | 0.05% | 0.05% | 1525 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Matisse Capital | History | Reduced | 424 | 319 | 0.14% | 0.16% | 1528 | -58 | -12.03% | Q4 2025 | Jan 29, 2026 |
| BSW Wealth Partners | History | No change | 424 | 319 | 0.04% | 0.04% | 1527 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Parallax Volatility Advisers, L.P. | History | New | 422 | 318 | 0.0% | — | 1529 | +422 | New | Q4 2025 | Feb 17, 2026 |
| Fort Point Capital Partners LLC | History | No change | 419 | 318 | 0.04% | 0.04% | 1530 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Seaside Wealth Management, Inc. | History | No change | 422 | 318 | 0.09% | 0.09% | 1531 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Goldstein Advisors, LLC | History | No change | 423 | 318 | 0.04% | 0.04% | 1532 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Everest Management Corp. | History | No change | 422 | 318 | 0.18% | 0.2% | 1533 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| BANK HAPOALIM BM | History | New | 419 | 316 | 0.03% | — | 1534 | +419 | New | Q4 2025 | Feb 17, 2026 |
| Hurlow Wealth Management Group, Inc. | History | Added to | 420 | 316 | 0.08% | 0.06% | 1535 | +102 | 32.08% | Q4 2025 | Feb 17, 2026 |
| Integrated Advisors Network LLC | History | Added to | 418 | 314 | 0.01% | 0.01% | 1536 | +61 | 17.09% | Q4 2025 | Feb 17, 2026 |
| Cresta Advisors, Ltd. | History | Reduced | 417 | 313 | 0.13% | 0.14% | 1537 | -15 | -3.47% | Q4 2025 | Feb 03, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | New | 414 | 312 | 0.11% | — | 1539 | +414 | New | Q4 2025 | Jan 07, 2026 |
| GAMMA Investing LLC | History | No change | 414 | 312 | 0.02% | 0.02% | 1538 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Oxford Wealth Group, LLC | History | New | 413 | 311 | 0.15% | — | 1541 | +413 | New | Q4 2025 | Feb 10, 2026 |
| PPS&V ASSET MANAGEMENT CONSULTANTS, INC. | History | No change | 413 | 311 | 0.18% | 0.18% | 1540 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| SFM, LLC | History | No change | 413 | 311 | 0.18% | 0.18% | 1542 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| CITY HOLDING CO | History | Added to | 412 | 310 | 0.04% | 0.01% | 1543 | +312 | 312.0% | Q4 2025 | Jan 22, 2026 |
| Madison Park Capital Advisors, LLC | History | No change | 412 | 310 | 0.25% | 0.25% | 1544 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| NORTHBRIDGE FINANCIAL GROUP, LLC | History | New | 411 | 309 | 0.14% | — | 1546 | +411 | New | Q4 2025 | Feb 06, 2026 |
| Morse Asset Management, Inc | History | Added to | 410 | 309 | 0.06% | 0.03% | 1545 | +175 | 74.47% | Q4 2025 | Feb 03, 2026 |
| Valtrion Capital Management, LLC | History | Reduced | 411 | 309 | 0.31% | 0.34% | 1547 | -14 | -3.29% | Q4 2025 | Feb 11, 2026 |
| Sachetta, LLC | History | No change | 410 | 308 | 0.17% | 0.11% | 1548 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Prosperity Advisers, LLC | History | New | 408 | 307 | 0.25% | — | 1550 | +408 | New | Q4 2025 | Jan 23, 2026 |
| Lakeridge Wealth Management LLC | History | No change | 408 | 307 | 0.14% | 0.14% | 1549 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| COMPASS CAPITAL CORP /MA/ /ADV | History | No change | 410 | 306 | 0.12% | 0.14% | 1551 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| JIM SAULNIER & ASSOCIATES, LLC | History | Reduced | 406 | 305 | 0.16% | 0.26% | 1554 | -230 | -36.16% | Q4 2025 | Jan 29, 2026 |
| LongView Wealth Management | History | Added to | 399 | 305 | 0.07% | 0.08% | 1553 | +25 | 6.68% | Q4 2025 | Jan 13, 2026 |
| Tranquility Partners, LLC | History | Added to | 406 | 305 | 0.11% | 0.1% | 1552 | +1 | 0.25% | Q4 2025 | Feb 03, 2026 |
| MB, LEVIS & ASSOCIATES, LLC | History | No change | 405 | 305 | 0.13% | 0.13% | 1555 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| WEBSTER BANK, N. A. | History | No change | 404 | 304 | 0.03% | 0.03% | 1556 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Altus Wealth Group LLC | History | No change | 404 | 304 | 0.12% | 0.12% | 1557 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CORBYN INVESTMENT MANAGEMENT INC/MD | History | Reduced | 402 | 303 | 0.09% | 0.12% | 1559 | -145 | -26.51% | Q4 2025 | Jan 13, 2026 |
| RESOURCES MANAGEMENT CORP /CT/ /ADV | History | Reduced | 402 | 303 | 0.04% | 0.04% | 1558 | -25 | -5.85% | Q4 2025 | Feb 13, 2026 |
| Legacy Financial Strategies, LLC | History | No change | 402 | 303 | 0.05% | 0.05% | 1560 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Novak & Powell Financial Services, Inc. | History | No change | 403 | 303 | 0.16% | 0.16% | 1561 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Rise Advisors, LLC | History | Added to | 402 | 302 | 0.11% | 0.11% | 1563 | +5 | 1.26% | Q4 2025 | Feb 11, 2026 |
| GFG Capital, LLC | History | No change | 401 | 302 | 0.11% | 0.1% | 1562 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| AAFMAA Wealth Management & Trust LLC | History | No change | 401 | 302 | 0.12% | 0.12% | 1564 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| IMPACTfolio, LLC | History | No change | 401 | 302 | 0.13% | 0.13% | 1565 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | Reduced | 400 | 301 | 0.0% | 0.0% | 1566 | -700 | -63.64% | Q4 2025 | Feb 10, 2026 |
| Manske Wealth Management | History | New | 400 | 301 | 0.09% | — | 1571 | +400 | New | Q4 2025 | Feb 03, 2026 |
| YHB Investment Advisors, Inc. | History | Added to | 400 | 301 | 0.02% | 0.02% | 1567 | +23 | 6.1% | Q4 2025 | Jan 16, 2026 |
| Morangie Management LLC | History | No change | 400 | 301 | 0.24% | 0.26% | 1568 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Infinity Wealth Counsel, LLC | History | No change | 400 | 301 | 0.27% | 0.29% | 1569 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Berman McAleer LLC | History | No change | 400 | 301 | 0.04% | 0.04% | 1570 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Clark Asset Management, LLC | History | Added to | 399 | 300 | 0.03% | 0.03% | 1573 | +65 | 19.46% | Q4 2025 | Jan 27, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | No change | 399 | 300 | 0.0% | 0.0% | 1572 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SWP FINANCIAL LLC | History | Added to | 397 | 299 | 0.15% | 0.11% | 1574 | +98 | 32.78% | Q4 2025 | Jan 16, 2026 |
| Foster Victor Wealth Advisors, LLC | History | Added to | 394 | 298 | 0.02% | 0.02% | 1576 | +50 | 14.53% | Q4 2025 | Jan 26, 2026 |
| D.B. Root & Company, LLC | History | No change | 396 | 298 | 0.07% | 0.07% | 1575 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | Added to | 394 | 297 | 0.09% | 0.1% | 1577 | +3 | 0.77% | Q4 2025 | Feb 03, 2026 |
| Morton Capital Management LLC/CA | History | No change | 393 | 296 | 0.05% | 0.05% | 1578 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Golden Reserve Retirement LLC | History | New | 391 | 295 | 0.05% | — | 1579 | +391 | New | Q4 2025 | Jan 29, 2026 |
| Frederick Financial Consultants, LLC | History | No change | 391 | 294 | 0.16% | 0.16% | 1580 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Strategic Wealth Investment Group, LLC | History | Reduced | 389 | 293 | 0.04% | 0.05% | 1582 | -335 | -46.27% | Q4 2025 | Feb 11, 2026 |
| BURKE & HERBERT BANK & TRUST CO | History | No change | 390 | 293 | 0.08% | 0.06% | 1581 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| BEACON INVESTMENT ADVISORS LLC | History | No change | 389 | 293 | 0.12% | 0.12% | 1583 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Slagle Financial, LLC | History | Reduced | 388 | 292 | 0.1% | 0.13% | 1586 | -69 | -15.1% | Q4 2025 | Jan 26, 2026 |
| American Financial Advisors, LLC | History | Added to | 388 | 292 | 0.04% | 0.04% | 1584 | +10 | 2.65% | Q4 2025 | Feb 03, 2026 |
| Spectrum Wealth Advisory Group, LLC | History | Added to | 389 | 292 | 0.11% | 0.12% | 1585 | +1 | 0.26% | Q4 2025 | Feb 11, 2026 |
| Sivia Capital Partners, LLC | History | No change | 388 | 292 | 0.06% | 0.08% | 1587 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| eCIO, Inc. | History | New | 385 | 290 | 0.14% | — | 1589 | +385 | New | Q4 2025 | Jan 20, 2026 |
| HM PAYSON & CO | History | Reduced | 386 | 290 | 0.0% | 0.01% | 1588 | -353 | -47.77% | Q4 2025 | Feb 12, 2026 |
| LifeGoal Investments, LLC | History | Added to | 386 | 290 | 0.19% | 0.19% | 1591 | +77 | 24.92% | Q4 2025 | Jan 15, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | No change | 385 | 290 | 0.06% | 0.1% | 1590 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| HHM Wealth Advisors, LLC | History | Reduced | 384 | 289 | 0.03% | 0.04% | 1592 | -107 | -21.79% | Q4 2025 | Jan 22, 2026 |
| Wealth Architects, LLC | History | No change | 382 | 288 | 0.03% | 0.03% | 1593 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Klingman & Associates, LLC | History | Reduced | 380 | 286 | 0.01% | 0.02% | 1595 | -21 | -5.24% | Q4 2025 | Jan 29, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | No change | 380 | 286 | 0.08% | 0.08% | 1594 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Chicago Capital, LLC | History | No change | 380 | 286 | 0.01% | 0.01% | 1596 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Carrera Capital Advisors | History | No change | 380 | 286 | 0.05% | 0.05% | 1597 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| FULTON BREAKEFIELD BROENNIMAN LLC | History | No change | 378 | 284 | 0.02% | 0.02% | 1598 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Viewpoint Capital Management LLC | History | No change | 377 | 284 | 0.12% | 0.12% | 1599 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| LaSalle St. Investment Advisors, LLC | History | New | 374 | 281 | 0.05% | — | 1602 | +374 | New | Q4 2025 | Feb 17, 2026 |
| HORIZON FINANCIAL SERVICES, LLC | History | Reduced | 374 | 281 | 0.13% | 0.14% | 1600 | -7 | -1.84% | Q4 2025 | Jan 12, 2026 |
| Beacon Wealthcare LLC | History | Reduced | 373 | 281 | 0.1% | 0.1% | 1601 | -7 | -1.84% | Q4 2025 | Jan 06, 2026 |
| Quadrant Private Wealth Management, LLC | History | New | 371 | 279 | 0.05% | — | 1603 | +371 | New | Q4 2025 | Jan 26, 2026 |
| Emissary Wealth LLC | History | New | 369 | 278 | 0.23% | — | 1607 | +369 | New | Q4 2025 | Jan 27, 2026 |
| MMA ASSET MANAGEMENT LLC | History | Reduced | 369 | 278 | 0.1% | 0.1% | 1605 | -31 | -7.75% | Q4 2025 | Feb 03, 2026 |
| Castle Rock Wealth Management, LLC | History | Added to | 382 | 278 | 0.06% | 0.06% | 1604 | +22 | 6.11% | Q4 2025 | Feb 05, 2026 |
| Disciplined Investors, L.L.C. | History | No change | 370 | 278 | 0.18% | 0.2% | 1606 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Discipline Wealth Solutions, LLC | History | New | 368 | 277 | 0.05% | — | 1610 | +368 | New | Q4 2025 | Jan 26, 2026 |
| New Hampshire Trust | History | Reduced | 368 | 277 | 0.05% | 0.08% | 1609 | -208 | -36.11% | Q4 2025 | Jan 29, 2026 |
| Capital Analysts, LLC | History | Reduced | 367 | 277 | 0.01% | 0.01% | 1608 | -6 | -1.61% | Q4 2025 | Feb 11, 2026 |
| Williams & Novak, LLC | History | No change | 367 | 276 | 0.21% | 0.21% | 1611 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Wealthstar Advisors, LLC | History | Reduced | 366 | 275 | 0.12% | 0.46% | 1614 | -1,189 | -76.46% | Q4 2025 | Jan 30, 2026 |
| Values First Advisors, Inc. | History | Reduced | 366 | 275 | 0.14% | 0.18% | 1616 | -87 | -19.21% | Q4 2025 | Jan 30, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | No change | 365 | 275 | 0.04% | 0.04% | 1612 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Fiera Capital Corp | History | No change | 366 | 275 | 0.0% | 0.0% | 1613 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Clarus Wealth Advisors | History | No change | 360 | 275 | 0.11% | 0.12% | 1615 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Westfuller Advisors, LLC | History | Reduced | 364 | 274 | 0.11% | 0.13% | 1618 | -14 | -3.7% | Q4 2025 | Jan 21, 2026 |
| Apriem Advisors | History | No change | 364 | 274 | 0.03% | 0.03% | 1617 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Fire Capital Management LLC | History | New | 363 | 273 | 0.14% | — | 1623 | +363 | New | Q4 2025 | Feb 03, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 363 | 273 | 0.08% | 0.17% | 1620 | +125 | 52.52% | Q4 2025 | Feb 17, 2026 |
| X-Square Capital, LLC | History | Reduced | 362 | 273 | 0.09% | 0.09% | 1619 | -5 | -1.36% | Q4 2025 | Feb 11, 2026 |
| HTG Investment Advisors, Inc. | History | No change | 363 | 273 | 0.08% | 0.09% | 1621 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| FIDUCIARY FAMILY OFFICE, LLC | History | No change | 363 | 273 | 0.08% | 0.08% | 1622 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Burton Enright Welch | History | No change | 363 | 273 | 0.04% | 0.04% | 1624 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Quadcap Wealth Management, LLC | History | Reduced | 362 | 272 | 0.03% | 0.08% | 1625 | -500 | -58.0% | Q4 2025 | Jan 29, 2026 |
| Miller Capital Partners, Inc. | History | New | 360 | 271 | 0.14% | — | 1628 | +360 | New | Q4 2025 | Feb 17, 2026 |
| Cyndeo Wealth Partners, LLC | History | Added to | 361 | 271 | 0.01% | 0.01% | 1627 | +1 | 0.28% | Q4 2025 | Jan 07, 2026 |
| TruNorth Capital Management, LLC | History | No change | 360 | 271 | 0.05% | 0.05% | 1626 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| 49 WEALTH MANAGEMENT, LLC | History | Reduced | 359 | 270 | 0.02% | 0.03% | 1632 | -3 | -0.83% | Q4 2025 | Feb 04, 2026 |
| Weaver Consulting Group | History | No change | 358 | 270 | 0.07% | 0.07% | 1629 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| REBALANCE, LLC | History | No change | 358 | 270 | 0.02% | 0.02% | 1630 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Pioneer Wealth Management Group | History | No change | 359 | 270 | 0.08% | 0.09% | 1631 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| TKG Advisors, LLC | History | Reduced | 358 | 269 | 0.11% | 0.12% | 1633 | -10 | -2.72% | Q4 2025 | Jan 29, 2026 |
| Huntleigh Advisors, Inc. | History | New | 354 | 267 | 0.05% | — | 1634 | +354 | New | Q4 2025 | Jan 29, 2026 |
| JERICHO FINANCIAL, LLP | History | Reduced | 355 | 267 | 0.16% | 0.28% | 1635 | -274 | -43.56% | Q4 2025 | Jan 21, 2026 |
| Financial Security Advisor, Inc. | History | Reduced | 355 | 267 | 0.05% | 0.06% | 1636 | -21 | -5.59% | Q4 2025 | Feb 05, 2026 |
| Planned Solutions, Inc. | History | No change | 354 | 266 | 0.09% | 0.09% | 1637 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| FSA Advisors, Inc. | History | New | 7,681 | 265 | 0.18% | — | 1638 | +7,681 | New | Q4 2025 | Feb 02, 2026 |
| Maridea Wealth Management LLC | History | No change | 352 | 265 | 0.04% | 0.04% | 1639 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| DIVERSIFIED MANAGEMENT INC | History | New | 351 | 264 | 0.06% | — | 1640 | +351 | New | Q4 2025 | Jan 26, 2026 |
| CHILTON INVESTMENT CO INC. | History | Reduced | 351 | 264 | 0.01% | 0.01% | 1641 | -57 | -13.97% | Q4 2025 | Feb 17, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | Added to | 351 | 264 | 0.05% | 0.05% | 1642 | +19 | 5.72% | Q4 2025 | Feb 04, 2026 |
| KRM WEALTH MANAGEMENT L.L.C. | History | New | 349 | 263 | 0.14% | — | 1645 | +349 | New | Q4 2025 | Apr 07, 2026 |
| Verus Financial Partners, Inc. | History | Added to | 346 | 263 | 0.02% | 0.02% | 1643 | +51 | 17.29% | Q4 2025 | Feb 02, 2026 |
| Neumann Capital Management, LLC | History | No change | 350 | 263 | 0.08% | 0.08% | 1644 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Howard Capital Management Inc. | History | No change | 348 | 262 | 0.0% | 0.0% | 1646 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| CASTLEKEEP INVESTMENT ADVISORS LLC | History | New | 347 | 261 | 0.12% | — | 1647 | +347 | New | Q4 2025 | Feb 10, 2026 |
| Bluesphere Advisors LLC | History | Added to | 347 | 261 | 0.12% | 0.11% | 1650 | +23 | 7.1% | Q4 2025 | Jan 21, 2026 |
| WESPAC Advisors SoCal, LLC | History | No change | 347 | 261 | 0.05% | 0.05% | 1648 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Meridian Wealth Advisors, LLC | History | No change | 346 | 261 | 0.04% | 0.04% | 1649 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Summa Corp. | History | Reduced | 345 | 260 | 0.11% | 0.15% | 1652 | -100 | -22.47% | Q4 2025 | Jan 21, 2026 |
| LBJ Family Wealth Advisors, Ltd. | History | Reduced | 345 | 260 | 0.14% | 0.16% | 1651 | -59 | -14.6% | Q4 2025 | Jan 02, 2026 |
| Inscription Capital, LLC | History | No change | 344 | 259 | 0.03% | 0.03% | 1653 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Delta Investment Management, LLC | History | New | 344 | 258 | 0.04% | — | 1654 | +344 | New | Q4 2025 | Jan 30, 2026 |
| Pacific Park Financial, Inc. | History | New | 343 | 258 | 0.16% | — | 1655 | +343 | New | Q4 2025 | Jan 30, 2026 |
| Pitti Group Wealth Management, LLC | History | Added to | 342 | 257 | 0.21% | 0.2% | 1658 | +25 | 7.89% | Q4 2025 | Feb 13, 2026 |
| SPRENG CAPITAL MANAGEMENT, INC. | History | No change | 341 | 257 | 0.1% | 0.1% | 1656 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| AF Advisors, Inc. | History | No change | 342 | 257 | 0.1% | 0.1% | 1657 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Clarity Capital Advisors, LLC | History | No change | 341 | 257 | 0.13% | 0.14% | 1659 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| HORAN Wealth, LLC | History | No change | 342 | 257 | 0.04% | 0.04% | 1660 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| MCDANIEL TERRY & CO | History | New | 340 | 256 | 0.02% | — | 1661 | +340 | New | Q4 2025 | Feb 10, 2026 |
| Trevian Wealth Management LLC | History | No change | 341 | 256 | 0.12% | 0.14% | 1662 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| CAMBIENT FAMILY OFFICE, LLC | History | New | 338 | 254 | 0.04% | — | 1665 | +338 | New | Q4 2025 | Feb 20, 2026 |
| Marin Bay Wealth Advisors, LLC | History | New | 338 | 254 | 0.15% | — | 1666 | +338 | New | Q4 2025 | Feb 17, 2026 |
| COWA, LLC | History | New | 337 | 254 | 0.08% | — | 1663 | +337 | New | Q4 2025 | Feb 12, 2026 |
| Intellus Advisors LLC | History | No change | 337 | 254 | 0.03% | 0.03% | 1664 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| BCM ADVISORS, LLC | History | Added to | 336 | 253 | 0.05% | 0.05% | 1667 | +21 | 6.67% | Q4 2025 | Jan 26, 2026 |
| Mills Wealth Advisors LLC | History | Reduced | 337 | 253 | 0.1% | 0.1% | 1668 | -1 | -0.3% | Q4 2025 | Jan 27, 2026 |
| Invesco Ltd. | History | New | 335 | 252 | 0.0% | — | 1669 | +335 | New | Q4 2025 | Feb 19, 2026 |
| GenWealth Group, Inc. | History | No change | 330 | 252 | 0.04% | 0.05% | 1670 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| CHAPMAN FINANCIAL GROUP, LLC | History | Added to | 334 | 251 | 0.17% | 0.15% | 1675 | +40 | 13.61% | Q4 2025 | Feb 02, 2026 |
| Canvas Wealth Advisors, LLC | History | Reduced | 334 | 251 | 0.04% | 0.05% | 1674 | -23 | -6.44% | Q4 2025 | Jan 12, 2026 |
| Center For Asset Management LLC | History | Added to | 334 | 251 | 0.13% | 0.13% | 1673 | +14 | 4.38% | Q4 2025 | Jan 21, 2026 |
| Cottage Street Advisors LLC | History | No change | 334 | 251 | 0.11% | 0.11% | 1671 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Cedar Wealth Management, LLC | History | No change | 333 | 251 | 0.08% | 0.08% | 1672 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Arista Wealth Management, LLC | History | New | 332 | 250 | 0.03% | — | 1677 | +332 | New | Q4 2025 | Feb 09, 2026 |
| McGowan Group Asset Management, Inc. | History | Added to | 332 | 250 | 0.03% | 0.03% | 1676 | +52 | 18.57% | Q4 2025 | Jan 29, 2026 |
| Core Wealth Advisors, Inc. | History | No change | 331 | 249 | 0.06% | 0.06% | 1678 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Resolute Wealth Strategies, LLC | History | Reduced | 329 | 248 | 0.11% | 0.13% | 1680 | -55 | -14.32% | Q4 2025 | Feb 06, 2026 |
| RPg Family Wealth Advisory, LLC | History | Reduced | 330 | 248 | 0.05% | 0.06% | 1679 | -15 | -4.35% | Q4 2025 | Feb 13, 2026 |
| Pacific Center for Financial Services | History | No change | 329 | 245 | 0.06% | 0.06% | 1681 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| PICTET BANK & TRUST Ltd | History | Reduced | 324 | 244 | 0.29% | 0.64% | 1682 | -386 | -54.37% | Q4 2025 | Jan 16, 2026 |
| Athena Wealth Management, LLC | History | New | 324 | 244 | 0.24% | — | 1685 | +324 | New | Q4 2025 | Apr 17, 2026 |
| Next Level Wealth Planning, LLC | History | Reduced | 325 | 244 | 0.13% | 0.15% | 1684 | -26 | -7.41% | Q4 2025 | Jan 26, 2026 |
| GM Advisory Group, LLC | History | No change | 324 | 244 | 0.01% | 0.01% | 1683 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| New Republic Capital, LLC | History | New | 323 | 243 | 0.06% | — | 1686 | +323 | New | Q4 2025 | Feb 10, 2026 |
| Ballew Advisors, Inc | History | Added to | 317 | 242 | 0.14% | 0.13% | 1687 | +4 | 1.28% | Q4 2025 | Jan 14, 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD | History | New | 321 | 241 | 0.04% | — | 1688 | +321 | New | Q4 2025 | Feb 13, 2026 |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | History | No change | 320 | 241 | 0.01% | 0.01% | 1689 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Stanich Group LLC | History | Added to | 318 | 240 | 0.18% | 0.14% | 1690 | +12 | 3.92% | Q4 2025 | Jan 23, 2026 |
| WOLFF WIESE MAGANA LLC | History | Reduced | 318 | 239 | 0.13% | 0.15% | 1691 | -25 | -7.29% | Q4 2025 | Jan 14, 2026 |
| Next Level Private LLC | History | No change | 317 | 239 | 0.06% | 0.07% | 1692 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| OPAL CAPITAL LLC | History | New | 317 | 238 | 0.06% | — | 1695 | +317 | New | Q4 2025 | Feb 17, 2026 |
| Independence Bank of Kentucky | History | No change | 316 | 238 | 0.03% | 0.03% | 1693 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| IMZ Advisory Inc | History | No change | 317 | 238 | 0.09% | 0.09% | 1694 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| PLANNING DIRECTIONS INC | History | New | 315 | 237 | 0.12% | — | 1696 | +315 | New | Q4 2025 | Jan 21, 2026 |
| CONSILIO WEALTH ADVISORS, LLC | History | New | 315 | 237 | 0.07% | — | 1699 | +315 | New | Q4 2025 | Mar 19, 2026 |
| Paragon Private Wealth Management, LLC | History | Reduced | 315 | 237 | 0.07% | 0.13% | 1700 | -202 | -39.07% | Q4 2025 | Feb 11, 2026 |
| PHILADELPHIA TRUST CO | History | Added to | 315 | 237 | 0.02% | 0.02% | 1697 | +3 | 0.96% | Q4 2025 | Feb 12, 2026 |
| SNS Financial Group, LLC | History | No change | 315 | 237 | 0.02% | 0.02% | 1698 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| BURNS J W & CO INC/NY | History | Added to | 314 | 236 | 0.03% | 0.03% | 1701 | +12 | 3.97% | Q4 2025 | Jan 12, 2026 |
| CHANNEL WEALTH LLC | History | Reduced | 314 | 236 | 0.06% | 0.06% | 1703 | -5 | -1.57% | Q4 2025 | Feb 03, 2026 |
| Midwest Financial Group LLC | History | No change | 313 | 236 | 0.1% | 0.11% | 1702 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| ZWJ INVESTMENT COUNSEL INC | History | Reduced | 310 | 233 | 0.01% | 0.01% | 1704 | -7 | -2.21% | Q4 2025 | Jan 23, 2026 |
| Heritage Wealth Management, Inc. /CA/ | History | Reduced | 309 | 232 | 0.15% | 0.16% | 1705 | -8 | -2.52% | Q4 2025 | Feb 04, 2026 |
| ALESCO ADVISORS LLC | History | New | 306 | 231 | 0.01% | — | 1706 | +306 | New | Q4 2025 | Jan 28, 2026 |
| Newbridge Financial Services Group, Inc. | History | Reduced | 307 | 231 | 0.04% | 0.03% | 1707 | -4 | -1.29% | Q4 2025 | Jan 21, 2026 |
| Optimist Retirement Group LLC | History | No change | 307 | 231 | 0.11% | 0.1% | 1708 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Unconventional Investor, LLC | History | Reduced | 305 | 230 | 0.11% | 0.12% | 1709 | -20 | -6.15% | Q4 2025 | Feb 05, 2026 |
| Heritage Family Offices, LLP | History | Reduced | 306 | 230 | 0.1% | 0.11% | 1710 | -3 | -0.97% | Q4 2025 | Jan 12, 2026 |
| Prasad Wealth Partners, LLC | History | New | 304 | 229 | 0.06% | — | 1714 | +304 | New | Q4 2025 | Jan 27, 2026 |
| RKL Wealth Management LLC | History | Reduced | 305 | 229 | 0.02% | 0.02% | 1712 | -22 | -6.73% | Q4 2025 | Feb 12, 2026 |
| Callahan Advisors, LLC | History | No change | 304 | 229 | 0.02% | 0.02% | 1711 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| HFG Advisors, Inc. | History | No change | 304 | 229 | 0.17% | 0.17% | 1713 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Ranch Capital Advisors Inc. | History | Added to | 303 | 228 | 0.08% | 0.09% | 1716 | +1 | 0.33% | Q4 2025 | Feb 05, 2026 |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | History | No change | 303 | 228 | 0.05% | 0.05% | 1715 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Cedarwood Wealth LLC | History | New | 299 | 227 | 0.25% | — | 1717 | +299 | New | Q4 2025 | Mar 05, 2026 |
| 5th Street Advisors, LLC | History | New | 301 | 226 | 0.11% | — | 1723 | +301 | New | Q4 2025 | Jan 30, 2026 |
| PINCUS CAPITAL MANAGEMENT, LP | History | New | 300 | 226 | 0.15% | — | 1725 | +300 | New | Q4 2025 | Feb 10, 2026 |
| INSIGHT 2811, INC. | History | No change | 300 | 226 | 0.1% | 0.1% | 1718 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Creegan & Nassoura Financial Group, LLC | History | No change | 300 | 226 | 0.15% | 0.14% | 1719 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Johnson Financial Group, LLC | History | No change | 301 | 226 | 0.01% | 0.02% | 1720 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Aries Wealth Management | History | No change | 300 | 226 | 0.05% | 0.05% | 1721 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Jackson Hole Capital Partners, LLC | History | No change | 300 | 226 | 0.04% | 0.04% | 1722 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 300 | 226 | 0.2% | 0.21% | 1724 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| MOTCO | History | No change | 299 | 225 | 0.02% | 0.02% | 1726 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| WHALEROCK POINT PARTNERS, LLC | History | No change | 299 | 225 | 0.04% | 0.05% | 1727 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Pacific Sage Partners, LLC | History | No change | 299 | 225 | 0.04% | 0.04% | 1728 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Blue Edge Capital, LLC | History | New | 298 | 224 | 0.03% | — | 1729 | +298 | New | Q4 2025 | Feb 12, 2026 |
| Gilbert & Cook, Inc. | History | Reduced | 297 | 224 | 0.03% | 0.04% | 1730 | -136 | -31.41% | Q4 2025 | Jan 07, 2026 |
| Strategic Point Investment Advisors, LLC | History | No change | 296 | 223 | 0.03% | 0.03% | 1731 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Cranbrook Wealth Management, LLC | History | No change | 296 | 223 | 0.04% | 0.04% | 1732 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| JT Stratford LLC | History | No change | 297 | 223 | 0.03% | 0.03% | 1733 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| SACHEM HILL LLC | History | No change | 297 | 223 | 0.04% | 0.04% | 1734 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Independence Financial Advisors, LLC | History | No change | 296 | 223 | 0.06% | 0.07% | 1735 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Boyer Financial Services, Inc. | History | New | 293 | 221 | 0.23% | — | 1737 | +293 | New | Q4 2025 | Jan 30, 2026 |
| BlueStem Wealth Partners, LLC | History | No change | 294 | 221 | 0.02% | 0.03% | 1736 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Henson-Edgewater Management, LLC | History | New | 292 | 220 | 0.13% | — | 1738 | +292 | New | Q4 2025 | Mar 31, 2026 |
| Mountain Capital Investment Advisors Inc. | History | Added to | 291 | 219 | 0.04% | 0.04% | 1740 | +22 | 8.18% | Q4 2025 | Jan 28, 2026 |
| Opus Capital Group, LLC | History | No change | 291 | 219 | 0.02% | 0.02% | 1739 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| M3 Advisory Group, LLC | History | No change | 291 | 219 | 0.13% | 0.14% | 1741 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| VanderPol Investments L.L.C. | History | New | 290 | 218 | 0.38% | — | 1743 | +290 | New | Q4 2025 | Feb 04, 2026 |
| Juno Financial Group LLC | History | New | 290 | 218 | 0.09% | — | 1745 | +290 | New | Q4 2025 | Jan 28, 2026 |
| LMCG INVESTMENTS, LLC | History | No change | 290 | 218 | 0.01% | 0.01% | 1742 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Strategic Financial Partners, Ltd. | History | No change | 290 | 218 | 0.09% | 0.1% | 1744 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Impact Partnership Wealth, LLC | History | New | 288 | 217 | 0.03% | — | 1747 | +288 | New | Q4 2025 | Feb 10, 2026 |
| Private Wealth Group, LLC | History | No change | 289 | 217 | 0.1% | 0.11% | 1746 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Davis Capital Management | History | Reduced | 287 | 216 | 0.15% | 0.17% | 1748 | -46 | -13.81% | Q4 2025 | Jan 28, 2026 |
| WARNER FINANCIAL, INC | History | Added to | 287 | 216 | 0.07% | 0.08% | 1749 | +1 | 0.35% | Q4 2025 | Jan 21, 2026 |
| Trifecta Capital Advisors, LLC | History | Added to | 286 | 215 | 0.03% | 0.01% | 1750 | +220 | 333.33% | Q4 2025 | Jan 30, 2026 |
| Greenline Wealth Management LLC | History | New | 285 | 214 | 0.22% | — | 1754 | +285 | New | Q4 2025 | Feb 13, 2026 |
| Emprise Bank | History | New | 284 | 214 | 0.09% | — | 1753 | +284 | New | Q4 2025 | Jan 28, 2026 |
| CADINHA & CO LLC | History | No change | 285 | 214 | 0.03% | 0.03% | 1751 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Tyche Wealth Partners LLC | History | No change | 284 | 214 | 0.03% | 0.04% | 1752 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Evernest Financial Advisors, LLC | History | New | 284 | 213 | 0.04% | — | 1757 | +284 | New | Q4 2025 | Feb 13, 2026 |
| Tennessee Valley Asset Management Partners | History | No change | 284 | 213 | 0.03% | 0.03% | 1755 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Philip James Wealth Mangement, LLC | History | No change | 283 | 213 | 0.02% | 0.02% | 1756 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Claris Financial LLC | History | Reduced | 282 | 212 | 0.11% | 0.15% | 1759 | -65 | -18.73% | Q4 2025 | Feb 19, 2026 |
| TRILLIUM ASSET MANAGEMENT, LLC | History | Reduced | 281 | 212 | 0.01% | 0.01% | 1758 | -7 | -2.43% | Q4 2025 | Feb 13, 2026 |
| Members Trust Co | History | Reduced | 281 | 211 | 0.01% | 0.01% | 1761 | -29 | -9.35% | Q4 2025 | Jan 15, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Added to | 281 | 211 | 0.03% | 0.03% | 1763 | +3 | 1.08% | Q4 2025 | Jan 12, 2026 |
| Bath Savings Trust Co | History | No change | 281 | 211 | 0.02% | 0.02% | 1760 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Oak Asset Management, LLC | History | No change | 280 | 211 | 0.07% | 0.07% | 1762 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Strategic Planning, Inc. | History | New | 279 | 210 | 0.11% | — | 1765 | +279 | New | Q4 2025 | Feb 18, 2026 |
| DT Investment Partners, LLC | History | Added to | 279 | 210 | 0.02% | 0.02% | 1764 | +11 | 4.1% | Q4 2025 | Feb 10, 2026 |
| Samalin Investment Counsel, LLC | History | New | 278 | 209 | 0.07% | — | 1766 | +278 | New | Q4 2025 | Jan 30, 2026 |
| CPC Advisors, LLC | History | Reduced | 278 | 209 | 0.02% | 0.02% | 1767 | -4 | -1.42% | Q4 2025 | Jan 28, 2026 |
| SHUTTLEWORTH & Co | History | No change | 278 | 209 | 0.19% | 0.19% | 1768 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Heartwood Wealth Advisors LLC | History | New | 276 | 208 | 0.02% | — | 1770 | +276 | New | Q4 2025 | Jan 12, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 277 | 208 | 0.06% | 0.06% | 1769 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Virtue Capital Management, LLC | History | New | 273 | 206 | 0.03% | — | 1771 | +273 | New | Q4 2025 | Feb 18, 2026 |
| ArborFi Advisors, LLC | History | Reduced | 274 | 206 | 0.17% | 0.2% | 1772 | -59 | -17.72% | Q4 2025 | Jan 29, 2026 |
| Headlands Technologies LLC | History | Reduced | 272 | 205 | 0.02% | 0.04% | 1773 | -422 | -60.81% | Q4 2025 | Feb 13, 2026 |
| Harborfront Financial Group LLC | History | New | 273 | 205 | 1.53% | — | 1776 | +273 | New | Q4 2025 | Feb 17, 2026 |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | History | Reduced | 272 | 205 | 0.02% | 0.02% | 1774 | -34 | -11.11% | Q4 2025 | Jan 23, 2026 |
| Indie Asset Partners, LLC | History | No change | 272 | 205 | 0.23% | 0.27% | 1775 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| OAK FAMILY ADVISORS, LLC | History | Reduced | 271 | 204 | 0.06% | 0.11% | 1778 | -300 | -52.54% | Q4 2025 | Feb 03, 2026 |
| Ally Invest Advisors Inc. | History | Reduced | 272 | 204 | 0.01% | 0.02% | 1777 | -14 | -4.9% | Q4 2025 | Feb 13, 2026 |
| Kane Co Wealth Management, Inc. | History | New | 270 | 203 | 0.18% | — | 1781 | +270 | New | Q4 2025 | Feb 05, 2026 |
| Asset Allocation Strategies LLC | History | Added to | 271 | 203 | 0.04% | 0.04% | 1779 | +1 | 0.37% | Q4 2025 | Feb 13, 2026 |
| James J. Burns & Company, LLC | History | No change | 270 | 203 | 0.03% | 0.03% | 1780 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Able Wealth Management LLC | History | New | 268 | 202 | 0.06% | — | 1784 | +268 | New | Q4 2025 | Jan 27, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 268 | 202 | 0.02% | 0.02% | 1782 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | No change | 269 | 202 | 0.04% | 0.04% | 1783 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Total Clarity Wealth Management, Inc. | History | New | 267 | 201 | 0.05% | — | 1786 | +267 | New | Q4 2025 | Feb 02, 2026 |
| Tortoise Investment Management, LLC | History | No change | 267 | 201 | 0.02% | 0.02% | 1785 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 267 | 201 | 0.02% | 0.02% | 1787 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Family CFO Inc | History | New | 266 | 200 | 0.09% | — | 1788 | +266 | New | Q4 2025 | Jan 23, 2026 |
| Miller Financial Services LLC | History | New | 266 | 200 | 0.23% | — | 1789 | +266 | New | Q4 2025 | Feb 12, 2026 |
| AssuredPartners Investment Advisors, LLC | History | New | 266 | 200 | 0.03% | — | 1790 | +266 | New | Q4 2025 | Feb 03, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 264 | 199 | 0.0% | 0.0% | 1791 | +110 | 71.43% | Q4 2025 | Feb 06, 2026 |
| NEW ENGLAND ASSET MANAGEMENT INC | History | No change | 265 | 199 | 0.03% | 0.03% | 1792 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 261 | 197 | 0.0% | 0.0% | 1793 | -4 | -1.51% | Q4 2025 | Feb 09, 2026 |
| Avion Wealth | History | Reduced | 256 | 193 | 0.04% | 0.05% | 1794 | -83 | -24.48% | Q4 2025 | Jan 23, 2026 |
| Garner Asset Management Corp | History | New | 254 | 191 | 0.07% | — | 1795 | +254 | New | Q4 2025 | Feb 03, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 250 | 188 | 0.02% | 0.02% | 1796 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Nemes Rush Group LLC | History | Added to | 248 | 187 | 0.02% | 0.02% | 1797 | +35 | 16.43% | Q4 2025 | Feb 11, 2026 |
| Private Wealth Management Group, LLC | History | No change | 246 | 185 | 0.05% | 0.05% | 1798 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| CBIZ Investment Advisory Services, LLC | History | Added to | 245 | 184 | 0.01% | 0.01% | 1799 | +35 | 16.67% | Q4 2025 | Feb 09, 2026 |
| Providence Capital Advisors, LLC | History | New | 237 | 178 | 0.03% | — | 1800 | +237 | New | Q4 2025 | Feb 12, 2026 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | History | New | 230 | 177 | 0.0% | — | 1801 | +230 | New | Q4 2025 | Jan 28, 2026 |
| BXM Wealth LLC | History | New | 37,923 | 176 | 0.14% | — | 1802 | +37,923 | New | Q4 2025 | Jan 20, 2026 |
| DecisionPoint Financial, LLC | History | Added to | 224 | 168 | 0.04% | 0.04% | 1803 | +7 | 3.23% | Q4 2025 | Jan 29, 2026 |
| Park Place Capital Corp | History | No change | 224 | 168 | 0.03% | 0.04% | 1804 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Hanson & Doremus Investment Management | History | No change | 218 | 164 | 0.02% | 0.02% | 1805 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 215 | 162 | 0.03% | 0.04% | 1806 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Principia Wealth Advisory, LLC | History | Added to | 214 | 161 | 0.1% | 0.11% | 1807 | +6 | 2.88% | Q4 2025 | Feb 10, 2026 |
| Coastline Trust Co | History | Added to | 209 | 157 | 0.01% | 0.0% | 1808 | +154 | 280.0% | Q4 2025 | Jan 05, 2026 |
| PITTENGER & ANDERSON INC | History | Added to | 207 | 156 | 0.01% | 0.01% | 1809 | +20 | 10.7% | Q4 2025 | Feb 02, 2026 |
| Anfield Capital Management, LLC | History | No change | 208 | 156 | 0.05% | 0.05% | 1810 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Arlington Trust Co LLC | History | Reduced | 205 | 154 | 0.02% | 0.31% | 1811 | -2,099 | -91.1% | Q4 2025 | Jan 30, 2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | History | No change | 203 | 153 | 0.02% | 0.02% | 1812 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 199 | 150 | 0.01% | 0.01% | 1813 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| PEOPLES FINANCIAL SERVICES CORP. | History | No change | 198 | 149 | 0.07% | 0.07% | 1814 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Lodestone Wealth Management LLC | History | Reduced | 198 | 148 | 0.06% | 0.16% | 1815 | -285 | -59.01% | Q4 2025 | Jan 15, 2026 |
| TOWER TRUST & INVESTMENT Co | History | No change | 192 | 144 | 0.09% | 0.1% | 1816 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 191 | 143 | 0.02% | 0.01% | 1817 | +13 | 7.3% | Q4 2025 | Feb 13, 2026 |
| ORG Partners LLC | History | No change | 191 | 143 | 0.03% | 0.03% | 1818 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| MASECO LLP | History | Added to | 187 | 141 | 0.01% | 0.01% | 1819 | +30 | 19.11% | Q4 2025 | Jan 22, 2026 |
| S.A. Mason LLC | History | No change | 187 | 140 | 0.06% | 0.06% | 1820 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 184 | 138 | 0.01% | 0.01% | 1821 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | Reduced | 179 | 134 | 0.05% | 0.06% | 1822 | -48 | -21.15% | Q4 2025 | Jan 20, 2026 |
| Millstone Evans Group, LLC | History | No change | 178 | 134 | 0.08% | 0.08% | 1823 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Litman Gregory Wealth Management LLC | History | New | 175 | 131 | 0.01% | — | 1824 | +175 | New | Q4 2025 | Feb 12, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 174 | 131 | 0.01% | 0.01% | 1825 | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | New | 172 | 129 | 0.03% | — | 1826 | +172 | New | Q4 2025 | Feb 09, 2026 |
| West Branch Capital LLC | History | No change | 167 | 125 | 0.03% | 0.03% | 1827 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Greykasell Wealth Strategies, Inc. | History | No change | 165 | 124 | 0.05% | 0.05% | 1828 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | No change | 163 | 123 | 0.04% | 0.04% | 1829 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Sherman Asset Management, Inc. | History | Reduced | 161 | 121 | 0.1% | 0.22% | 1830 | -179 | -52.65% | Q4 2025 | Feb 05, 2026 |
| Roxbury Financial LLC | History | Reduced | 160 | 120 | 0.11% | 0.11% | 1831 | -5 | -3.03% | Q4 2025 | Jan 05, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 159 | 119 | 0.02% | — | 1832 | +159 | New | Q4 2025 | Feb 09, 2026 |
| Avalon Trust Co | History | Reduced | 156 | 117 | 0.01% | 0.01% | 1833 | -57 | -26.76% | Q4 2025 | Feb 09, 2026 |
| Pacifica Partners Inc. | History | No change | 156 | 117 | 0.05% | 0.04% | 1834 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Redwood Park Advisors LLC | History | No change | 154 | 116 | 0.08% | 0.08% | 1835 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Triumph Capital Management | History | New | 152 | 114 | 0.02% | — | 1836 | +152 | New | Q4 2025 | Feb 12, 2026 |
| Aventura Private Wealth, LLC | History | No change | 152 | 114 | 0.04% | 0.04% | 1837 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Clark Wealth Partners | History | No change | 149 | 112 | 0.07% | 0.07% | 1838 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | Reduced | 148 | 111 | 0.01% | 0.01% | 1839 | -10 | -6.33% | Q4 2025 | Jan 20, 2026 |
| Ransom Advisory, Ltd | History | New | 144 | 108 | 0.04% | — | 1840 | +144 | New | Q4 2025 | Jan 06, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | Reduced | 142 | 107 | 0.07% | 0.22% | 1842 | -266 | -65.2% | Q4 2025 | Jan 27, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | New | 143 | 107 | 0.0% | — | 1841 | +143 | New | Q4 2025 | Feb 13, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 140 | 105 | 0.01% | — | 1843 | +140 | New | Q4 2025 | Feb 13, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 140 | 105 | 0.09% | — | 1844 | +140 | New | Q4 2025 | Feb 10, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | Added to | 137 | 103 | 0.0% | 0.0% | 1845 | +8 | 6.2% | Q4 2025 | Jan 23, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | No change | 137 | 103 | 0.0% | 0.0% | 1846 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Rialto Wealth Management, LLC | History | No change | 137 | 103 | 0.02% | 0.03% | 1847 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Peterson Wealth Services | History | Added to | 135 | 101 | 0.03% | 0.02% | 1848 | +129 | 2150.0% | Q4 2025 | Feb 12, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 133 | 100 | 0.03% | 0.03% | 1849 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Luminist Capital LLC | History | New | 130 | 97 | 0.12% | — | 1850 | +130 | New | Q4 2025 | Feb 13, 2026 |
| Operose Advisors LLC | History | No change | 127 | 95 | 0.02% | 0.02% | 1851 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Strive Financial Group ,LLC | History | New | 126 | 94 | 0.05% | — | 1855 | +126 | New | Q4 2025 | Feb 18, 2026 |
| Piscataqua Savings Bank | History | No change | 125 | 94 | 0.07% | 0.07% | 1852 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 125 | 94 | 0.01% | 0.01% | 1853 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| YANKCOM Partnership | History | No change | 126 | 94 | 0.04% | 0.04% | 1854 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| OPTIMA CAPITAL LLC | History | Reduced | 115 | 86 | 0.04% | 0.12% | 1856 | -206 | -64.17% | Q4 2025 | Jan 23, 2026 |
| Hilltop National Bank | History | No change | 111 | 83 | 0.02% | 0.02% | 1857 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| CNB Bank | History | No change | 109 | 82 | 0.03% | 0.03% | 1858 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Woodside Wealth Management LLC | History | No change | 109 | 82 | 0.06% | 0.06% | 1859 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| CURIO WEALTH, LLC | History | Added to | 107 | 81 | 0.03% | 0.0% | 1860 | +93 | 664.29% | Q4 2025 | Feb 11, 2026 |
| ARCADIA INVESTMENT MANAGEMENT CORP/MI | History | No change | 103 | 77 | 0.01% | 0.01% | 1861 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Carolina Wealth Advisors, LLC | History | No change | 103 | 77 | 0.03% | 0.03% | 1862 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| NorthAvenue LLC | History | New | 102 | 76 | 0.06% | — | 1865 | +102 | New | Q4 2025 | Apr 02, 2026 |
| Byrne Asset Management LLC | History | Reduced | 101 | 76 | 0.04% | 0.05% | 1864 | -10 | -9.01% | Q4 2025 | Jan 12, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 101 | 76 | 0.0% | 0.0% | 1863 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 100 | 75 | 0.01% | 0.01% | 1866 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Twin Lakes Capital Management, LLC | History | No change | 100 | 75 | 0.03% | 0.03% | 1867 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Signature Resources Capital Management, LLC | History | Added to | 96 | 72 | 0.04% | 0.01% | 1869 | +66 | 220.0% | Q4 2025 | Jan 21, 2026 |
| IFS Advisors, LLC | History | No change | 96 | 72 | 0.04% | 0.04% | 1868 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| New England Capital Financial Advisors LLC | History | No change | 96 | 72 | 0.03% | 0.03% | 1870 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| KERR FINANCIAL PLANNING Corp | History | Added to | 96 | 70 | 0.09% | 0.05% | 1873 | +48 | 100.0% | Q4 2025 | Feb 10, 2026 |
| Aviso Financial Inc. | History | No change | 93 | 70 | 0.0% | 0.0% | 1871 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Retirement Wealth Solutions LLC | History | No change | 94 | 70 | 0.04% | 0.05% | 1872 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Murphy & Mullick Capital Management Corp | History | Added to | 92 | 69 | 0.05% | 0.01% | 1874 | +75 | 441.18% | Q4 2025 | Feb 10, 2026 |
| IAG Wealth Partners, LLC | History | Reduced | 91 | 68 | 0.01% | 0.01% | 1876 | -32 | -26.02% | Q4 2025 | Feb 10, 2026 |
| Colonial Trust Advisors | History | No change | 91 | 68 | 0.01% | 0.01% | 1875 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Orion Capital Management LLC | History | No change | 89 | 67 | 0.02% | 0.02% | 1877 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | New | 87 | 65 | 0.01% | — | 1878 | +87 | New | Q4 2025 | Jan 30, 2026 |
| Mascoma Wealth Management LLC | History | No change | 86 | 64 | 0.01% | 0.01% | 1879 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Paladin Advisory Group, LLC | History | No change | 86 | 64 | 0.05% | 0.05% | 1880 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| BIRCHBROOK, INC. | History | Added to | 84 | 62 | 0.03% | 0.03% | 1881 | +1 | 1.2% | Q4 2025 | Feb 04, 2026 |
| ABOUND FINANCIAL, LLC | History | New | 81 | 61 | 0.02% | — | 1882 | +81 | New | Q4 2025 | Feb 17, 2026 |
| Valued Wealth Advisors LLC | History | Reduced | 81 | 60 | 0.03% | 0.03% | 1884 | -14 | -14.74% | Q4 2025 | Jan 30, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 80 | 60 | 0.0% | 0.0% | 1883 | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| Horizons Wealth Management | History | No change | 77 | 58 | 0.04% | 0.04% | 1885 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| GGM Financials LLC | History | No change | 78 | 58 | 0.03% | 0.03% | 1886 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Evelyn Partners Investment Management Services Ltd | History | No change | 78 | 58 | 0.01% | 0.01% | 1887 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Global Wealth Strategies & Associates | History | Reduced | 75 | 56 | 0.01% | 0.03% | 1889 | -76 | -50.33% | Q4 2025 | Jan 02, 2026 |
| Financial Gravity Asset Management, Inc. | History | No change | 75 | 56 | 0.01% | 0.01% | 1888 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Game Plan Financial Advisors, LLC | History | Reduced | 74 | 55 | 0.02% | 0.05% | 1890 | -74 | -50.0% | Q4 2025 | Jan 14, 2026 |
| Addison Advisors LLC | History | No change | 73 | 55 | 0.01% | 0.01% | 1891 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Scarborough Advisors, LLC | History | No change | 72 | 54 | 0.01% | 0.01% | 1892 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | History | No change | 71 | 53 | 0.02% | 0.02% | 1893 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| FIDUCIARY ADVISORS, INC. | History | No change | 70 | 52 | 0.04% | 0.04% | 1894 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| BankPlus Trust Department | History | No change | 70 | 52 | 0.01% | 0.01% | 1895 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Planning Project LLC | History | New | 68 | 51 | 0.01% | — | 1897 | +68 | New | Q4 2025 | Feb 12, 2026 |
| Clearstead Trust, LLC | History | No change | 68 | 51 | 0.01% | 0.01% | 1896 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Added to | 66 | 50 | 0.0% | 0.0% | 1898 | +30 | 83.33% | Q4 2025 | Jan 26, 2026 |
| WealthCollab, LLC | History | New | 62 | 46 | 0.02% | — | 1899 | +62 | New | Q4 2025 | Jan 27, 2026 |
| OLD SECOND NATIONAL BANK OF AURORA | History | No change | 60 | 45 | 0.01% | 0.01% | 1900 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| BFSG, LLC | History | No change | 60 | 45 | 0.0% | 0.0% | 1901 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Versant Capital Management, Inc | History | No change | 61 | 45 | 0.01% | 0.01% | 1902 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Rice Partnership, LLC | History | No change | 60 | 45 | 0.01% | 0.01% | 1903 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Bell Investment Advisors, Inc | History | Reduced | 59 | 44 | 0.01% | 0.01% | 1904 | -39 | -39.8% | Q4 2025 | Feb 24, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | No change | 59 | 44 | 0.01% | 0.01% | 1905 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Sawyer & Company, Inc | History | No change | 58 | 43 | 0.02% | 0.01% | 1906 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| EPG Wealth Management LLC | History | No change | 58 | 43 | 0.01% | 0.01% | 1907 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Gleason Group, Inc. | History | Reduced | 56 | 42 | 0.0% | 0.0% | 1909 | -1 | -1.75% | Q4 2025 | Jan 15, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 57 | 42 | 0.01% | 0.01% | 1908 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| United Financial Planning Group LLC | History | No change | 55 | 41 | 0.02% | 0.03% | 1910 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | Reduced | 54 | 40 | 0.0% | 0.01% | 1911 | -32 | -37.21% | Q4 2025 | Jan 20, 2026 |
| TD Capital Management LLC | History | New | 53 | 39 | 0.0% | — | 1914 | +53 | New | Q4 2025 | Feb 26, 2026 |
| MCF Advisors LLC | History | New | 53 | 39 | 0.0% | — | 1915 | +53 | New | Q4 2025 | Feb 11, 2026 |
| Smallwood Wealth Investment Management, LLC | History | Reduced | 53 | 39 | 0.02% | 0.03% | 1918 | -33 | -38.37% | Q4 2025 | Jan 23, 2026 |
| Smithfield Trust Co | History | Added to | 52 | 39 | 0.0% | 0.0% | 1912 | +28 | 116.67% | Q4 2025 | Feb 09, 2026 |
| McIlrath & Eck, LLC | History | Added to | 52 | 39 | 0.0% | 0.0% | 1916 | +3 | 6.12% | Q4 2025 | Feb 03, 2026 |
| FIRST COMMUNITY TRUST NA | History | No change | 53 | 39 | 0.03% | 0.03% | 1913 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Princeton Global Asset Management LLC | History | No change | 52 | 39 | 0.01% | 0.01% | 1917 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| True Wealth Design, LLC | History | No change | 52 | 39 | 0.01% | 0.01% | 1919 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Ramirez Asset Management, Inc. | History | No change | 52 | 39 | 0.01% | 0.01% | 1920 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Tripletail Wealth Management, LLC | History | No change | 52 | 39 | 0.05% | 0.05% | 1921 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| HORIZON BANCORP INC /IN/ | History | No change | 50 | 38 | 0.02% | 0.02% | 1922 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Turim 21 Investimentos Ltda. | History | New | 50 | 37 | 0.01% | — | 1924 | +50 | New | Q4 2025 | Feb 17, 2026 |
| MONETARY MANAGEMENT GROUP INC | History | Reduced | 50 | 37 | 0.01% | 0.01% | 1923 | -5 | -9.09% | Q4 2025 | Feb 11, 2026 |
| Kentucky Trust Co | History | No change | 50 | 37 | 0.02% | 0.02% | 1925 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | New | 48 | 36 | 0.03% | — | 1927 | +48 | New | Q4 2025 | Mar 05, 2026 |
| Richardson Capital Management LLC | History | Reduced | 48 | 36 | 0.02% | 0.02% | 1926 | -5 | -9.43% | Q4 2025 | Jan 30, 2026 |
| GABLES CAPITAL MANAGEMENT INC. | History | No change | 47 | 35 | 0.01% | 0.01% | 1928 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Evolution Advisers, Inc. | History | New | 45 | 33 | 0.01% | — | 1931 | +45 | New | Q4 2025 | Jan 23, 2026 |
| Horizon Investments, LLC | History | No change | 45 | 33 | 0.0% | 0.0% | 1929 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Blume Capital Management, Inc. | History | No change | 45 | 33 | 0.01% | 0.01% | 1930 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Creative Capital Management Investments LLC | History | No change | 44 | 33 | 0.01% | 0.01% | 1932 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Merited Wealth, LLC | History | New | 43 | 32 | 0.03% | — | 1935 | +43 | New | Q4 2025 | Mar 26, 2026 |
| GW&K Investment Management, LLC | History | Added to | 42 | 32 | 0.0% | 0.0% | 1933 | +21 | 100.0% | Q4 2025 | Feb 11, 2026 |
| Roble, Belko & Company, Inc | History | No change | 42 | 32 | 0.0% | 0.0% | 1934 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Jessup Wealth Management, Inc | History | New | 41 | 30 | 0.01% | — | 1940 | +41 | New | Q4 2025 | Feb 11, 2026 |
| RHL GROUP, LLC | History | New | 41 | 30 | 0.02% | — | 1942 | +41 | New | Q4 2025 | Feb 09, 2026 |
| ATWOOD & PALMER INC | History | No change | 40 | 30 | 0.0% | 0.0% | 1936 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| First Command Advisory Services, Inc. | History | No change | 41 | 30 | 0.0% | 0.0% | 1937 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| HighMark Wealth Management LLC | History | No change | 40 | 30 | 0.01% | 0.01% | 1938 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Morton Brown Family Wealth, LLC | History | No change | 40 | 30 | 0.01% | 0.01% | 1939 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Strategic Advocates LLC | History | No change | 40 | 30 | 0.01% | 0.01% | 1941 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | New | 39 | 29 | 0.01% | — | 1943 | +39 | New | Q4 2025 | Jan 20, 2026 |
| Wells Financial Advisors INC | History | New | 39 | 29 | 0.06% | — | 1944 | +39 | New | Q4 2025 | Feb 02, 2026 |
| WPG Advisers, LLC | History | No change | 38 | 28 | 0.02% | 0.02% | 1945 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Kingdom Financial Group LLC. | History | New | 36 | 27 | 0.01% | — | 1946 | +36 | New | Q4 2025 | Feb 06, 2026 |
| Cornerstone Planning Group LLC | History | Reduced | 34 | 26 | 0.0% | 0.0% | 1947 | -189 | -84.75% | Q4 2025 | Feb 02, 2026 |
| Copia Wealth Management | History | No change | 34 | 25 | 0.02% | 0.02% | 1948 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Investors Research Corp | History | Added to | 32 | 24 | 0.0% | 0.0% | 1949 | +22 | 220.0% | Q4 2025 | Jan 06, 2026 |
| Eagle Bay Advisors LLC | History | New | 30 | 22 | 0.02% | — | 1951 | +30 | New | Q4 2025 | Jan 23, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 30 | 22 | 0.02% | — | 1952 | +30 | New | Q4 2025 | Feb 11, 2026 |
| Windsor Advisory Group, LLC | History | No change | 30 | 22 | 0.02% | 0.02% | 1950 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Key Capital Management, INC | History | New | 28 | 21 | 0.02% | — | 1954 | +28 | New | Q4 2025 | Jan 26, 2026 |
| Winch Advisory Services, LLC | History | No change | 29 | 21 | 0.0% | 0.0% | 1953 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Founders Capital Management | History | No change | 27 | 20 | 0.01% | 0.01% | 1955 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Graney & King, LLC | History | No change | 27 | 20 | 0.01% | 0.01% | 1956 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Coston, McIsaac & Partners | History | No change | 25 | 19 | 0.0% | 0.0% | 1957 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Kilter Group LLC | History | Reduced | 24 | 18 | 0.01% | 0.02% | 1961 | -32 | -57.14% | Q4 2025 | Feb 13, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 25 | 18 | 0.01% | — | 1959 | +25 | New | Q4 2025 | Feb 06, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | New | 24 | 18 | 0.01% | — | 1960 | +24 | New | Q4 2025 | Feb 05, 2026 |
| Birchwood Financial Partners, Inc. | History | New | 24 | 18 | 0.02% | — | 1962 | +24 | New | Q4 2025 | Feb 19, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 24 | 18 | 0.0% | 0.0% | 1958 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Bangor Savings Bank | History | No change | 23 | 17 | 0.0% | 0.0% | 1963 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 23 | 17 | 0.0% | 0.0% | 1964 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Aberdeen Wealth Management LLC | History | New | 22 | 16 | 0.01% | — | 1965 | +22 | New | Q4 2025 | Feb 12, 2026 |
| Ankerstar Wealth, LLC | History | New | 21 | 15 | 0.01% | — | 1968 | +21 | New | Q4 2025 | Feb 12, 2026 |
| IFC & Insurance Marketing, Inc. | History | New | 20 | 15 | 0.01% | — | 1969 | +20 | New | Q4 2025 | Feb 12, 2026 |
| MTM Investment Management, LLC | History | Reduced | 21 | 15 | 0.0% | 0.01% | 1967 | -3 | -12.5% | Q4 2025 | Feb 09, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | No change | 20 | 15 | 0.0% | 0.0% | 1966 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| VAN ECK ASSOCIATES CORP | History | Reduced | 18 | 14 | 0.0% | 0.01% | 1970 | -18,324 | -99.9% | Q4 2025 | Feb 13, 2026 |
| Elevated Capital Advisors, LLC | History | New | 19 | 14 | 0.0% | — | 1971 | +19 | New | Q4 2025 | Jan 27, 2026 |
| Purpose Unlimited Inc. | History | New | 18 | 13 | 0.0% | — | 1972 | +18 | New | Q4 2025 | Mar 20, 2026 |
| Estate Planners Group, LLC | History | New | 17 | 12 | 0.01% | — | 1976 | +17 | New | Q4 2025 | Apr 07, 2026 |
| Gen-Wealth Partners Inc | History | New | 16 | 12 | 0.0% | — | 1975 | +16 | New | Q4 2025 | Feb 13, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Reduced | 16 | 12 | 0.0% | 0.0% | 1973 | -4 | -20.0% | Q4 2025 | Feb 09, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 17 | 12 | 0.01% | 0.01% | 1974 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| TOMPKINS FINANCIAL CORP | History | New | 15 | 11 | 0.0% | — | 1977 | +15 | New | Q4 2025 | Jan 08, 2026 |
| Financial Avengers, Inc. | History | No change | 14 | 10 | 0.0% | 0.0% | 1978 | 0 | 0.0% | Q4 2025 | Mar 03, 2026 |
| Meramec Financial Planners, LLC | History | New | 13 | 9 | 0.0% | — | 1982 | +13 | New | Q4 2025 | Feb 10, 2026 |
| CrossGen Wealth, LLC | History | New | 13 | 9 | 0.01% | — | 1983 | +13 | New | Q4 2025 | Feb 19, 2026 |
| Camelot Portfolios, LLC | History | New | 12 | 9 | 0.01% | — | 1981 | +12 | New | Q4 2025 | Jan 29, 2026 |
| CHESAPEAKE ASSET MANAGEMENT LLC | History | No change | 13 | 9 | 0.01% | 0.01% | 1979 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Perkins Coie Trust Co | History | No change | 12 | 9 | 0.0% | 0.0% | 1980 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| MidFirst Bank | History | New | 11 | 8 | 0.0% | — | 1986 | +11 | New | Q4 2025 | Feb 25, 2026 |
| Field & Main Bank | History | No change | 11 | 8 | 0.0% | 0.0% | 1984 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 11 | 8 | 0.01% | 0.01% | 1985 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | Added to | 10 | 7 | 0.0% | 0.0% | 1987 | +4 | 66.67% | Q4 2025 | Jan 30, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | No change | 10 | 7 | 0.0% | 0.0% | 1988 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| ISLAY CAPITAL MANAGEMENT, LLC | History | No change | 10 | 7 | 0.0% | 0.0% | 1989 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Wilkerson Advisory Group LLC | History | New | 9 | 6 | 0.0% | — | 1991 | +9 | New | Q4 2025 | Feb 13, 2026 |
| Reyes Financial Architecture, Inc. | History | Added to | 9 | 6 | 0.0% | 0.0% | 1990 | +6 | 200.0% | Q4 2025 | Jan 26, 2026 |
| UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO | History | New | 7 | 5 | 0.0% | — | 1992 | +7 | New | Q4 2025 | Feb 17, 2026 |
| Global Trust Asset Management, LLC | History | Reduced | 8 | 5 | 0.0% | 0.0% | 1993 | -2 | -20.0% | Q4 2025 | Jan 20, 2026 |
| Centennial Bank/AR/ | History | Reduced | 6 | 4 | 0.0% | 0.0% | 1994 | -9 | -60.0% | Q4 2025 | Feb 17, 2026 |
| Fairway Wealth LLC | History | New | 4 | 3 | 0.0% | — | 1998 | +4 | New | Q4 2025 | Jan 28, 2026 |
| Truvestments Capital LLC | History | Added to | 5 | 3 | 0.0% | 0.0% | 1996 | +2 | 66.67% | Q4 2025 | Feb 13, 2026 |
| Oakworth Capital, Inc. | History | No change | 5 | 3 | 0.0% | 0.0% | 1995 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Clayton Financial Group LLC | History | No change | 5 | 3 | 0.0% | 0.0% | 1997 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | No change | 3 | 2 | 0.0% | 0.0% | 1999 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Bernard Wealth Management Corp. | History | No change | 3 | 2 | 0.0% | 0.0% | 2000 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |