VANGUARD WORLD FUND - VHT
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 5 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Added to | 1,615,053 | 464,893 | 0.03% | 0.02% | 1 | +140,350 | 9.52% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 1,609,490 | 463,291 | 0.03% | 0.03% | 2 | -26,474 | -1.62% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Added to | 1,388,965 | 399,813 | 0.06% | 0.05% | 3 | +83,768 | 6.42% | Q4 2025 | Jan 29, 2026 |
| PGIM Custom Harvest LLC | History | Reduced | 1,238,206 | 356,417 | 5.27% | 5.17% | 4 | -84,852 | -6.41% | Q4 2025 | Feb 17, 2026 |
| Clal Insurance Enterprises Holdings Ltd | History | New | 873,000 | 251,293 | 1.62% | — | 5 | +873,000 | New | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Added to | 806,286 | 232,089 | 0.06% | 0.06% | 6 | +51,515 | 6.83% | Q4 2025 | Feb 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 802,401 | 230,971 | 0.04% | 0.04% | 7 | -13,321 | -1.63% | Q4 2025 | Feb 13, 2026 |
| EVERETT HARRIS & CO /CA/ | History | Added to | 732,278 | 210,786 | 2.55% | 2.34% | 8 | +1,405 | 0.19% | Q4 2025 | Feb 11, 2026 |
| ROYAL BANK OF CANADA | History | New | 486,842 | 140,136 | 0.02% | — | 9 | +486,842 | New | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 451,464 | 129,954 | 0.04% | 0.03% | 10 | +64,301 | 16.61% | Q4 2025 | Feb 10, 2026 |
| Cetera Investment Advisers | History | Added to | 390,130 | 112,298 | 0.12% | 0.11% | 11 | +30,492 | 8.48% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 388,111 | 111,717 | 0.03% | 0.03% | 12 | -19,807 | -4.86% | Q4 2025 | Feb 18, 2026 |
| Beacon Capital Management, Inc. | History | Added to | 379,402 | 109,210 | 5.84% | 3.9% | 13 | +64,997 | 20.67% | Q4 2025 | Feb 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 329,710 | 94,959 | 0.02% | 0.02% | 14 | -16,804 | -4.85% | Q4 2025 | Feb 17, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 294,054 | 84,643 | 0.05% | 0.05% | 15 | -22,045 | -6.97% | Q4 2025 | Feb 10, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 260,706 | 75,113 | 0.11% | 0.1% | 16 | -11,469 | -4.21% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 218,362 | 62,855 | 0.0% | 0.0% | 17 | -7,777 | -3.44% | Q4 2025 | Feb 11, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 208,664 | 60,067 | 0.05% | 0.05% | 18 | -1,727 | -0.82% | Q4 2025 | Feb 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 206,148 | 59,339 | 0.08% | 0.07% | 19 | -8,274 | -3.86% | Q4 2025 | Feb 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 201,882 | 58,111 | 0.32% | 0.28% | 20 | +14,802 | 7.91% | Q4 2025 | Feb 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 194,534 | 55,997 | 0.15% | 0.13% | 21 | +17,167 | 9.68% | Q4 2025 | Feb 05, 2026 |
| MAI Capital Management | History | Added to | 178,934 | 51,506 | 0.3% | 0.27% | 22 | +12,790 | 7.7% | Q4 2025 | Feb 13, 2026 |
| INVICTUS PRIVATE WEALTH, LLC | History | Added to | 172,838 | 49,751 | 3.01% | 2.7% | 23 | +6,573 | 3.95% | Q4 2025 | Feb 13, 2026 |
| Allied Investment Advisors, LLC | History | Added to | 167,280 | 48,151 | 7.44% | 6.76% | 24 | +3,755 | 2.3% | Q4 2025 | Feb 09, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 156,758 | 45,123 | 0.1% | 0.12% | 25 | -34,790 | -18.16% | Q4 2025 | Feb 11, 2026 |
| Align Financial, LLC | History | New | 44,342 | 44,342 | 0.03% | — | 26 | +44,342 | New | Q4 2025 | Feb 17, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 141,314 | 40,677 | 0.02% | 0.02% | 27 | -13,391 | -8.66% | Q4 2025 | Feb 06, 2026 |
| Focus Partners Wealth | History | Added to | 136,677 | 39,342 | 0.04% | 0.03% | 28 | +73,530 | 116.44% | Q4 2025 | Feb 13, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Reduced | 124,375 | 35,801 | 2.42% | 2.33% | 29 | -2,899 | -2.28% | Q4 2025 | Jan 08, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 120,958 | 34,817 | 0.08% | 0.08% | 30 | +4,116 | 3.52% | Q4 2025 | Feb 13, 2026 |
| Lido Advisors, LLC | History | Added to | 116,660 | 31,771 | 0.09% | 0.09% | 31 | +6,586 | 5.98% | Q4 2025 | Feb 10, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 110,037 | 31,675 | 0.05% | 0.05% | 32 | -11,542 | -9.49% | Q4 2025 | Feb 18, 2026 |
| AGF MANAGEMENT LTD | History | Reduced | 108,987 | 31,371 | 0.14% | 0.13% | 33 | -3,510 | -3.12% | Q4 2025 | Feb 17, 2026 |
| LM Advisors LLC | History | Reduced | 8,957 | 31,115 | 0.56% | 1.19% | 34 | -22,747 | -71.75% | Q4 2025 | Feb 13, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Added to | 99,679 | 28,693 | 0.36% | 0.33% | 35 | +2,336 | 2.4% | Q4 2025 | Feb 10, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 98,212 | 28,270 | 0.05% | 0.05% | 36 | +1,610 | 1.67% | Q4 2025 | Mar 16, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 96,578 | 27,799 | 0.04% | 0.03% | 37 | +1,440 | 1.51% | Q4 2025 | Feb 02, 2026 |
| M&T BANK CORP | History | Reduced | 96,037 | 27,644 | 0.09% | 0.09% | 38 | -1,940 | -1.98% | Q4 2025 | Jan 30, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 93,357 | 26,872 | 1.0% | 0.17% | 39 | +83,367 | 834.5% | Q4 2025 | Feb 04, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Added to | 88,119 | 25,365 | 0.07% | 0.06% | 40 | +100 | 0.11% | Q4 2025 | Feb 17, 2026 |
| Capital Advantage, Inc. | History | Added to | 87,982 | 25,325 | 3.42% | 3.35% | 41 | +2,047 | 2.38% | Q4 2025 | Jan 07, 2026 |
| TRUST CO OF VERMONT | History | Added to | 85,552 | 24,626 | 1.03% | 0.82% | 42 | +12,573 | 17.23% | Q4 2025 | Jan 16, 2026 |
| Wheelhouse Advisory Group LLC | History | Added to | 83,447 | 24,154 | 9.19% | 8.8% | 43 | +4,696 | 5.96% | Q4 2025 | Jan 29, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 81,382 | 23,425 | 0.04% | 0.04% | 44 | +45 | 0.06% | Q4 2025 | Feb 17, 2026 |
| Creative Planning | History | Reduced | 79,970 | 23,019 | 0.02% | 0.02% | 45 | -199 | -0.25% | Q4 2025 | Feb 17, 2026 |
| POTOMAC FUND MANAGEMENT INC /ADV | History | New | 79,799 | 22,970 | 0.85% | — | 46 | +79,799 | New | Q4 2025 | Feb 13, 2026 |
| Mariner, LLC | History | Added to | 77,595 | 22,335 | 0.03% | 0.03% | 47 | +1,917 | 2.53% | Q4 2025 | Feb 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 72,117 | 20,758 | 0.01% | 0.01% | 48 | +13,222 | 22.45% | Q4 2025 | Feb 17, 2026 |
| Cerity Partners LLC | History | Added to | 70,715 | 20,355 | 0.03% | 0.03% | 49 | +7,979 | 12.72% | Q4 2025 | Feb 11, 2026 |
| Main Management LLC | History | Added to | 66,650 | 19,185 | 1.38% | 1.19% | 50 | +4,147 | 6.63% | Q4 2025 | Feb 10, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 65,639 | 18,894 | 0.21% | 0.22% | 51 | -5,185 | -7.32% | Q4 2025 | Jan 20, 2026 |
| CHAI TRUST CO LLC | History | Added to | 64,079 | 18,445 | 1.59% | 1.09% | 52 | +605 | 0.95% | Q4 2025 | Feb 17, 2026 |
| WBH ADVISORY INC | History | Reduced | 62,176 | 17,897 | 1.33% | 1.24% | 53 | -457 | -0.73% | Q4 2025 | Jan 26, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 58,047 | 17,110 | 0.02% | 0.02% | 54 | +764 | 1.33% | Q4 2025 | Jan 08, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 58,935 | 16,964 | 0.0% | 0.0% | 55 | -6,055 | -9.32% | Q4 2025 | Feb 17, 2026 |
| Marotta Asset Management | History | Reduced | 58,644 | 16,880 | 3.13% | 3.45% | 56 | -10,133 | -14.73% | Q4 2025 | Jan 07, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 56,201 | 16,177 | 0.25% | 0.22% | 57 | +3,734 | 7.12% | Q4 2025 | Feb 12, 2026 |
| Lakeshore Financial Planning, Inc. | History | Added to | 56,129 | 16,156 | 5.77% | 5.29% | 58 | +1,220 | 2.22% | Q4 2025 | Feb 17, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | Reduced | 55,397 | 15,946 | 0.51% | 0.47% | 59 | -407 | -0.73% | Q4 2025 | Feb 13, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 54,971 | 15,823 | 0.35% | 0.21% | 60 | +20,991 | 61.77% | Q4 2025 | Jan 27, 2026 |
| HighTower Advisors, LLC | History | Reduced | 54,583 | 15,711 | 0.02% | 0.02% | 61 | -2,291 | -4.03% | Q4 2025 | Feb 06, 2026 |
| Cedar Mountain Advisors, LLC | History | Added to | 52,266 | 15,044 | 2.9% | 2.56% | 62 | +1,618 | 3.19% | Q4 2025 | Feb 11, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 49,990 | 14,389 | 0.0% | 0.0% | 63 | -7,189 | -12.57% | Q4 2025 | Mar 25, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 47,890 | 13,785 | 0.0% | 0.0% | 64 | +4,969 | 11.58% | Q4 2025 | Feb 12, 2026 |
| Morningstar Investment Management LLC | History | Reduced | 46,147 | 13,283 | 0.78% | 0.49% | 65 | -5,332 | -10.36% | Q4 2025 | Feb 09, 2026 |
| Baird Financial Group, Inc. | History | Added to | 45,705 | 13,156 | 0.02% | 0.02% | 66 | +744 | 1.65% | Q4 2025 | Feb 13, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | New | 45,493 | 13,095 | 0.02% | — | 67 | +45,493 | New | Q4 2025 | Feb 17, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Added to | 45,234 | 13,020 | 0.11% | 0.09% | 68 | +4,545 | 11.17% | Q4 2025 | Feb 13, 2026 |
| Private Advisor Group, LLC | History | Added to | 44,169 | 12,714 | 0.06% | 0.05% | 69 | +2,115 | 5.03% | Q4 2025 | Feb 17, 2026 |
| Corient Private Wealth LLC | History | Added to | 43,696 | 12,578 | 0.02% | 0.01% | 70 | +17,115 | 64.39% | Q4 2025 | Mar 09, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 43,192 | 12,432 | 1.0% | 0.9% | 71 | +3,548 | 8.95% | Q4 2025 | Feb 12, 2026 |
| Adaptive Financial Consulting, LLC | History | Added to | 42,461 | 12,222 | 4.75% | 4.32% | 72 | +858 | 2.06% | Q4 2025 | Feb 11, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 42,328 | 12,184 | 0.05% | 0.04% | 73 | +4,465 | 11.79% | Q4 2025 | Feb 13, 2026 |
| FMR LLC | History | Added to | 41,899 | 12,060 | 0.0% | 0.0% | 74 | +416 | 1.0% | Q4 2025 | Feb 17, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 41,063 | 11,819 | 0.3% | 0.28% | 75 | -1,788 | -4.17% | Q4 2025 | Jan 07, 2026 |
| Atlas Legacy Advisors, LLC | History | Added to | 40,029 | 11,523 | 2.02% | 1.77% | 76 | +4,651 | 13.15% | Q4 2025 | Jan 29, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 39,547 | 11,383 | 0.2% | 0.03% | 77 | +34,779 | 729.43% | Q4 2025 | Feb 19, 2026 |
| Ballast, Inc. | History | Added to | 39,389 | 11,338 | 2.65% | 2.45% | 78 | +504 | 1.3% | Q4 2025 | Feb 03, 2026 |
| Focus Financial Network, Inc. | History | Added to | 37,716 | 10,856 | 0.38% | 0.33% | 79 | +2,007 | 5.62% | Q4 2025 | Jan 12, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 37,704 | 10,853 | 1.35% | 1.29% | 80 | +114 | 0.3% | Q4 2025 | Feb 13, 2026 |
| SOUTHERN CAPITAL SERVICES INC /ADV | History | New | 37,439 | 10,776 | 6.79% | — | 81 | +37,439 | New | Q4 2025 | Feb 27, 2026 |
| Geneva Partners, LLC | History | New | 35,982 | 10,357 | 3.69% | — | 82 | +35,982 | New | Q4 2025 | Feb 03, 2026 |
| SP Asset Management LLC | History | Added to | 32,827 | 9,449 | 0.75% | 0.67% | 83 | +281 | 0.86% | Q4 2025 | Jan 28, 2026 |
| DMKC Advisory Services, LLC | History | Added to | 32,813 | 9,445 | 4.14% | 3.73% | 84 | +4,493 | 15.87% | Q4 2025 | Jan 30, 2026 |
| TRUST CO OF OKLAHOMA | History | Added to | 32,618 | 9,389 | 2.74% | 2.33% | 85 | +2,331 | 7.7% | Q4 2025 | Jan 14, 2026 |
| MARSHALL WACE, LLP | History | New | 31,508 | 9,069 | 0.01% | — | 86 | +31,508 | New | Q4 2025 | Feb 13, 2026 |
| Royal Fund Management, LLC | History | Added to | 31,186 | 8,994 | 0.82% | 0.73% | 87 | +7,705 | 32.81% | Q4 2025 | Jan 15, 2026 |
| Merit Financial Group, LLC | History | Added to | 30,972 | 8,915 | 0.07% | 0.04% | 88 | +14,111 | 83.69% | Q4 2025 | Jan 26, 2026 |
| Dakota Wealth Management | History | Reduced | 30,064 | 8,653 | 0.15% | 0.17% | 89 | -1,831 | -5.74% | Q4 2025 | Jan 13, 2026 |
| AlphaCore Capital LLC | History | Added to | 29,901 | 8,607 | 0.19% | 0.24% | 90 | +1,938 | 6.93% | Q4 2025 | Feb 05, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 29,583 | 8,515 | 0.06% | 0.02% | 91 | +19,547 | 194.77% | Q4 2025 | Feb 18, 2026 |
| PARAGON FINANCIAL PARTNERS, INC. | History | Added to | 29,493 | 8,489 | 5.22% | 4.81% | 92 | +121 | 0.41% | Q4 2025 | Jan 21, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | New | 29,312 | 8,437 | 0.94% | — | 93 | +29,312 | New | Q4 2025 | Feb 13, 2026 |
| Summit Financial, LLC | History | Reduced | 28,730 | 8,269 | 0.12% | 0.12% | 94 | -1,744 | -5.72% | Q4 2025 | Feb 13, 2026 |
| CALTON & ASSOCIATES, INC. | History | Added to | 28,287 | 8,142 | 1.2% | 1.08% | 95 | +619 | 2.24% | Q4 2025 | Feb 10, 2026 |
| Berkeley Capital Partners, LLC | History | New | 27,972 | 8,051 | 1.9% | — | 96 | +27,972 | New | Q4 2025 | Feb 05, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | Added to | 27,396 | 7,910 | 1.25% | 1.21% | 97 | +23 | 0.08% | Q4 2025 | Jan 08, 2026 |
| McIlrath & Eck, LLC | History | Added to | 27,464 | 7,905 | 0.73% | 0.0% | 98 | +27,307 | 17392.99% | Q4 2025 | Feb 03, 2026 |
| Bleakley Financial Group, LLC | History | Reduced | 26,454 | 7,614 | 0.13% | 0.16% | 99 | -647 | -2.39% | Q4 2025 | Feb 09, 2026 |
| Waverly Advisors, LLC | History | Reduced | 26,429 | 7,607 | 0.06% | 0.09% | 100 | -7,000 | -20.94% | Q4 2025 | Feb 17, 2026 |
| EP Wealth Advisors, LLC | History | New | 26,415 | 7,603 | 0.04% | — | 101 | +26,415 | New | Q4 2025 | Feb 18, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 26,240 | 7,550 | 0.03% | 0.03% | 102 | -8 | -0.03% | Q4 2025 | Feb 12, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 26,110 | 7,515 | 0.0% | 0.0% | 103 | +15,010 | 135.23% | Q4 2025 | Feb 17, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 25,887 | 7,451 | 0.05% | 0.04% | 104 | +774 | 3.08% | Q4 2025 | Jan 29, 2026 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | History | Reduced | 25,709 | 7,400 | 1.66% | 1.57% | 105 | -51 | -0.2% | Q4 2025 | Jan 12, 2026 |
| CVA Family Office, LLC | History | Reduced | 25,373 | 7,303 | 0.84% | 0.85% | 106 | -82 | -0.32% | Q4 2025 | Jan 12, 2026 |
| BAILARD, INC. | History | Added to | 25,138 | 7,236 | 0.16% | 0.14% | 107 | +817 | 3.36% | Q4 2025 | Feb 04, 2026 |
| Sharper & Granite LLC | History | Reduced | 24,986 | 7,192 | 2.53% | 2.36% | 108 | -415 | -1.63% | Q4 2025 | Jan 27, 2026 |
| COMERICA BANK | History | Added to | 24,837 | 7,149 | 0.03% | 0.02% | 109 | +273 | 1.11% | Q4 2025 | Jan 29, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 24,585 | 7,076 | 0.05% | 0.02% | 110 | +15,079 | 158.63% | Q4 2025 | Jan 14, 2026 |
| White Lighthouse Investment Management Inc. | History | Reduced | 24,485 | 7,047 | 0.98% | 1.03% | 111 | -1,532 | -5.89% | Q4 2025 | Feb 09, 2026 |
| Richmond Brothers, Inc. | History | Added to | 24,367 | 7,014 | 4.46% | 2.27% | 112 | +10,534 | 76.15% | Q4 2025 | Feb 12, 2026 |
| Summit Wealth Group, LLC | History | Reduced | 24,192 | 6,963 | 1.63% | 1.54% | 113 | -307 | -1.25% | Q4 2025 | Feb 06, 2026 |
| Safeguard Investment Advisory Group, LLC | History | Reduced | 23,899 | 6,879 | 1.76% | 1.62% | 114 | -1,318 | -5.23% | Q4 2025 | Feb 13, 2026 |
| Prasad Wealth Partners, LLC | History | New | 23,879 | 6,873 | 1.83% | — | 115 | +23,879 | New | Q4 2025 | Jan 27, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 23,191 | 6,675 | 0.03% | 0.02% | 116 | +1,696 | 7.89% | Q4 2025 | Feb 12, 2026 |
| Apollon Financial, LLC | History | Reduced | 23,129 | 6,657 | 0.97% | 1.01% | 117 | -389 | -1.65% | Q4 2025 | Jan 22, 2026 |
| Madden Advisory Services, Inc. | History | Reduced | 22,704 | 6,535 | 2.63% | 2.3% | 118 | -183 | -0.8% | Q4 2025 | Feb 11, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 23,737 | 6,508 | 0.16% | 0.12% | 119 | -969 | -3.92% | Q4 2025 | Feb 11, 2026 |
| David Kennon Inc | History | Added to | 22,537 | 6,487 | 2.31% | 2.05% | 120 | +585 | 2.66% | Q4 2025 | Jan 26, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 22,374 | 6,440 | 0.0% | 0.0% | 121 | +12,183 | 119.55% | Q4 2025 | Feb 17, 2026 |
| Kinloch Capital, LLC | History | New | 22,180 | 6,384 | 2.75% | — | 122 | +22,180 | New | Q4 2025 | Feb 20, 2026 |
| Allworth Financial LP | History | New | 22,084 | 6,356 | 0.03% | — | 123 | +22,084 | New | Q4 2025 | Feb 05, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 21,908 | 6,306 | 0.0% | 0.0% | 124 | -65 | -0.3% | Q4 2025 | Feb 17, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 21,341 | 6,142 | 0.05% | 0.05% | 125 | -1,051 | -4.69% | Q4 2025 | Feb 12, 2026 |
| Chokshi & Queen Wealth Advisors, Inc | History | Reduced | 21,318 | 6,136 | 3.21% | 2.98% | 126 | -336 | -1.55% | Q4 2025 | Feb 17, 2026 |
| Cornerstone Advisory, LLC | History | Reduced | 21,111 | 6,076 | 0.58% | 0.57% | 127 | -1,192 | -5.34% | Q4 2025 | Jan 28, 2026 |
| WESCAP Management Group, Inc. | History | Added to | 20,474 | 5,893 | 1.19% | 1.05% | 128 | +1,176 | 6.09% | Q4 2025 | Feb 11, 2026 |
| CITIGROUP INC | History | Reduced | 20,399 | 5,871 | 0.0% | 0.0% | 129 | -89 | -0.43% | Q4 2025 | Feb 13, 2026 |
| BTG Pactual Asset Management US LLC | History | Added to | 23,259 | 5,776 | 0.56% | 0.25% | 130 | +1,898 | 8.89% | Q4 2025 | Feb 17, 2026 |
| BROWN ADVISORY INC | History | Added to | 20,004 | 5,758 | 0.01% | 0.01% | 131 | +213 | 1.08% | Q4 2025 | Feb 13, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 19,897 | 5,727 | 0.02% | 0.02% | 132 | -1,040 | -4.97% | Q4 2025 | Feb 02, 2026 |
| Equitable Holdings, Inc. | History | Added to | 19,759 | 5,687 | 0.04% | 0.04% | 133 | +692 | 3.63% | Q4 2025 | Feb 17, 2026 |
| VMS Asset Management Limited | History | New | 19,733 | 5,680 | 2.19% | — | 134 | +19,733 | New | Q4 2025 | Feb 11, 2026 |
| JMAC ENTERPRISES LLC | History | Added to | 19,493 | 5,611 | 1.07% | 0.97% | 135 | +507 | 2.67% | Q4 2025 | Jan 21, 2026 |
| Trinity Legacy Partners, LLC | History | Added to | 19,475 | 5,605 | 1.29% | 1.2% | 136 | +254 | 1.32% | Q4 2025 | Jan 26, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 19,462 | 5,602 | 0.07% | 0.07% | 137 | -6 | -0.03% | Q4 2025 | Feb 09, 2026 |
| Destination Wealth Management | History | Reduced | 19,358 | 5,572 | 0.15% | 0.14% | 138 | -154 | -0.79% | Q4 2025 | Feb 13, 2026 |
| SAGE RHINO CAPITAL LLC | History | Reduced | 19,176 | 5,519 | 1.04% | 1.01% | 139 | -1,066 | -5.27% | Q4 2025 | Jan 30, 2026 |
| Hikari Tsushin, Inc. | History | No change | 19,016 | 5,473 | 0.36% | 0.33% | 140 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 18,713 | 5,386 | 0.11% | 0.11% | 141 | +211 | 1.14% | Q4 2025 | Feb 09, 2026 |
| IFP Advisors, Inc | History | Added to | 18,685 | 5,378 | 0.12% | 0.12% | 142 | +1,195 | 6.83% | Q4 2025 | Feb 06, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 18,347 | 5,281 | 0.14% | 0.15% | 143 | -339 | -1.81% | Q4 2025 | Feb 02, 2026 |
| Circle Wealth Management, LLC | History | Added to | 17,954 | 5,167 | 0.08% | 0.09% | 144 | +311 | 1.76% | Q4 2025 | Feb 13, 2026 |
| Curran Financial Partners, LLC | History | Reduced | 17,788 | 5,120 | 0.97% | 0.96% | 145 | -986 | -5.25% | Q4 2025 | Jan 22, 2026 |
| Anchor Investment Management, LLC | History | Added to | 17,350 | 4,994 | 0.41% | 0.36% | 146 | +817 | 4.94% | Q4 2025 | Feb 26, 2026 |
| First PREMIER Bank | History | Reduced | 17,183 | 4,946 | 1.13% | 1.11% | 147 | -1,637 | -8.7% | Q4 2025 | Jan 23, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 17,110 | 4,925 | 0.03% | 0.03% | 148 | -634 | -3.57% | Q4 2025 | Feb 03, 2026 |
| NewEdge Advisors, LLC | History | Added to | 16,920 | 4,870 | 0.02% | 0.02% | 149 | +3,377 | 24.94% | Q4 2025 | Feb 18, 2026 |
| AMI INVESTMENT MANAGEMENT INC | History | Reduced | 16,715 | 4,811 | 1.08% | 1.09% | 150 | -1,316 | -7.3% | Q4 2025 | Jan 14, 2026 |
| Quantinno Capital Management LP | History | Added to | 16,643 | 4,790 | 0.01% | 0.01% | 151 | +124 | 0.75% | Q4 2025 | Feb 17, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 16,624 | 4,785 | 0.12% | 0.0% | 152 | +16,607 | 97688.24% | Q4 2025 | Feb 17, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 16,595 | 4,774 | 0.0% | 0.0% | 153 | +1,670 | 11.19% | Q4 2025 | Feb 17, 2026 |
| WEBSTER BANK, N. A. | History | Added to | 16,490 | 4,746 | 0.45% | 0.4% | 154 | +486 | 3.04% | Q4 2025 | Jan 23, 2026 |
| Onyx Bridge Wealth Group LLC | History | Added to | 16,472 | 4,741 | 0.5% | 0.46% | 155 | +20 | 0.12% | Q4 2025 | Feb 18, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 16,431 | 4,729 | 0.11% | 0.11% | 156 | -230 | -1.38% | Q4 2025 | Feb 13, 2026 |
| Gibraltar Capital Management, Inc. | History | Added to | 15,995 | 4,604 | 0.78% | 0.74% | 157 | +80 | 0.5% | Q4 2025 | Feb 02, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 15,781 | 4,542 | 0.05% | 0.07% | 158 | -633 | -3.86% | Q4 2025 | Jan 29, 2026 |
| Union Bancaire Privee, UBP SA | History | New | 19,733 | 4,517 | 0.05% | — | 159 | +19,733 | New | Q4 2025 | Jan 05, 2026 |
| Atria Investments, Inc | History | Added to | 15,657 | 4,506 | 0.05% | 0.03% | 160 | +4,422 | 39.36% | Q4 2025 | Feb 05, 2026 |
| JANUS HENDERSON GROUP PLC | History | Added to | 15,549 | 4,475 | 0.0% | 0.0% | 161 | +13,122 | 540.67% | Q4 2025 | Feb 17, 2026 |
| HB Wealth Management, LLC | History | Reduced | 15,507 | 4,463 | 0.03% | 0.03% | 162 | -67 | -0.43% | Q4 2025 | Jan 28, 2026 |
| WASHINGTON GROWTH STRATEGIES LLC | History | Added to | 15,456 | 4,449 | 2.88% | 2.41% | 163 | +2,413 | 18.5% | Q4 2025 | Jan 26, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 15,143 | 4,358 | 0.05% | 0.12% | 164 | -34,593 | -69.55% | Q4 2025 | Feb 13, 2026 |
| Allianz Asset Management GmbH | History | New | 15,000 | 4,317 | 0.0% | — | 165 | +15,000 | New | Q4 2025 | Feb 11, 2026 |
| Paradigm Capital Management, LLC/NV | History | Added to | 14,833 | 4,270 | 3.97% | 3.71% | 166 | +409 | 2.84% | Q4 2025 | Feb 06, 2026 |
| PARK NATIONAL CORP /OH/ | History | Reduced | 14,561 | 4,191 | 0.13% | 0.12% | 167 | -409 | -2.73% | Q4 2025 | Jan 05, 2026 |
| Baron Financial Group, LLC | History | Reduced | 14,466 | 4,164 | 2.23% | 2.11% | 168 | -390 | -2.63% | Q4 2025 | Jan 09, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 14,375 | 4,137 | 0.01% | 0.01% | 169 | -398 | -2.69% | Q4 2025 | Feb 11, 2026 |
| Guardian Wealth Management, LLC | History | New | 14,288 | 4,112 | 1.3% | — | 170 | +14,288 | New | Q4 2025 | Jan 20, 2026 |
| Tranquilli Financial Advisor LLC | History | Added to | 14,215 | 4,091 | 2.37% | 0.76% | 171 | +9,260 | 186.88% | Q4 2025 | Jan 27, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 14,141 | 4,074 | 0.01% | 0.0% | 172 | +11,884 | 526.54% | Q4 2025 | Feb 05, 2026 |
| Wealthfront Advisers LLC | History | Added to | 14,149 | 4,072 | 0.01% | 0.01% | 173 | +837 | 6.29% | Q4 2025 | Jan 30, 2026 |
| ESG Planning DBA Harper Investing | History | Added to | 14,116 | 4,063 | 1.75% | 1.54% | 174 | +1,695 | 13.65% | Q4 2025 | Feb 04, 2026 |
| Chevy Chase Trust Holdings, LLC | History | New | 14,104 | 4,059 | 0.01% | — | 175 | +14,104 | New | Q4 2025 | Feb 13, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 14,078 | 4,052 | 0.1% | 0.1% | 176 | -321 | -2.23% | Q4 2025 | Feb 03, 2026 |
| Praetorian Wealth Management, Inc. | History | Reduced | 13,806 | 3,974 | 0.79% | 0.75% | 177 | -226 | -1.61% | Q4 2025 | Jan 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 13,798 | 3,971 | 0.02% | 0.02% | 178 | +1,377 | 11.09% | Q4 2025 | Feb 11, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Reduced | 13,610 | 3,917 | 0.26% | 0.26% | 179 | -725 | -5.06% | Q4 2025 | Jan 08, 2026 |
| GWN SECURITIES INC. | History | Added to | 13,590 | 3,912 | 0.79% | 0.8% | 180 | +320 | 2.41% | Q4 2025 | Feb 11, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 13,560 | 3,903 | 0.01% | 0.0% | 181 | +8,160 | 151.11% | Q4 2025 | Feb 12, 2026 |
| ASSETMARK, INC | History | Added to | 13,509 | 3,888 | 0.01% | 0.01% | 182 | +840 | 6.63% | Q4 2025 | Jan 23, 2026 |
| US BANCORP \DE\ | History | Added to | 13,313 | 3,832 | 0.0% | 0.0% | 183 | +1,948 | 17.14% | Q4 2025 | Jan 30, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 13,024 | 3,749 | 0.24% | 0.22% | 184 | +610 | 4.91% | Q4 2025 | Feb 06, 2026 |
| Baker Ellis Asset Management LLC | History | Added to | 12,817 | 3,689 | 0.44% | 0.38% | 185 | +1,000 | 8.46% | Q4 2025 | Jan 21, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Added to | 12,754 | 3,670 | 0.01% | 0.01% | 186 | +3,125 | 32.45% | Q4 2025 | Feb 13, 2026 |
| Sigma Planning Corp | History | Reduced | 12,730 | 3,664 | 0.1% | 0.1% | 187 | -149 | -1.16% | Q4 2025 | Jan 30, 2026 |
| Advisors Capital Management, LLC | History | Added to | 12,716 | 3,660 | 0.04% | 0.04% | 188 | +309 | 2.49% | Q4 2025 | Jan 29, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 12,702 | 3,654 | 0.02% | 0.02% | 189 | +661 | 5.49% | Q4 2025 | Jan 27, 2026 |
| PENOBSCOT WEALTH MANAGEMENT | History | Reduced | 12,681 | 3,650 | 1.13% | 1.09% | 190 | -421 | -3.21% | Q4 2025 | Feb 12, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 12,504 | 3,599 | 0.19% | 0.13% | 191 | +3,691 | 41.88% | Q4 2025 | Feb 05, 2026 |
| Clark Capital Management Group, Inc. | History | Added to | 12,363 | 3,558 | 0.02% | 0.0% | 192 | +11,245 | 1005.81% | Q4 2025 | Feb 17, 2026 |
| Axiom Financial Strategies, LLC | History | Reduced | 12,295 | 3,539 | 1.49% | 1.39% | 193 | -118 | -0.95% | Q4 2025 | Jan 23, 2026 |
| BEARING POINT CAPITAL, LLC | History | New | 12,262 | 3,529 | 0.55% | — | 194 | +12,262 | New | Q4 2025 | Feb 10, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 12,217 | 3,516 | 0.01% | 0.01% | 195 | -131 | -1.06% | Q4 2025 | Feb 17, 2026 |
| CORA CAPITAL ADVISORS LLC | History | No change | 11,894 | 3,423 | 1.33% | 1.31% | 196 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Fischer Financial Services, Inc. | History | Reduced | 11,838 | 3,407 | 0.9% | 0.86% | 197 | -412 | -3.36% | Q4 2025 | Feb 06, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 11,793 | 3,398 | 0.08% | 0.08% | 198 | -274 | -2.27% | Q4 2025 | Feb 17, 2026 |
| One Day In July LLC | History | Reduced | 11,749 | 3,381 | 0.28% | 0.26% | 199 | -224 | -1.87% | Q4 2025 | Feb 04, 2026 |
| Westside Investment Management, Inc. | History | No change | 11,715 | 3,373 | 0.54% | 0.49% | 200 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| RCW Management, LLC | History | New | 11,488 | 3,307 | 3.34% | — | 201 | +11,488 | New | Q4 2025 | Jan 30, 2026 |
| BANK OF NOVA SCOTIA | History | No change | 10,947 | 3,150 | 0.0% | 0.01% | 202 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 10,942 | 3,149 | 0.12% | 0.11% | 203 | -106 | -0.96% | Q4 2025 | Feb 17, 2026 |
| Raab & Moskowitz Asset Management LLC | History | Reduced | 10,842 | 3,120 | 0.68% | 0.63% | 204 | -28 | -0.26% | Q4 2025 | Jan 20, 2026 |
| Aspen Wealth Strategies, LLC | History | Added to | 10,616 | 3,055 | 1.67% | 0.29% | 205 | +8,623 | 432.66% | Q4 2025 | Jan 28, 2026 |
| Joule Financial, LLC | History | Reduced | 10,589 | 3,048 | 0.91% | 0.84% | 206 | -267 | -2.46% | Q4 2025 | Jan 20, 2026 |
| Crown Wealth Group, LLC | History | New | 10,312 | 2,968 | 0.83% | — | 207 | +10,312 | New | Q4 2025 | Jan 28, 2026 |
| EVOKE WEALTH, LLC | History | Added to | 10,200 | 2,936 | 0.05% | 0.04% | 208 | +1,765 | 20.92% | Q4 2025 | Feb 06, 2026 |
| FIRST FINANCIAL CORP /IN/ | History | Reduced | 10,093 | 2,905 | 1.1% | 1.04% | 209 | -170 | -1.66% | Q4 2025 | Jan 13, 2026 |
| Choate Investment Advisors | History | No change | 10,018 | 2,883 | 0.06% | 0.05% | 210 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Elm Partners Management LLC | History | Added to | 10,005 | 2,879 | 0.13% | 0.07% | 211 | +4,788 | 91.78% | Q4 2025 | Feb 10, 2026 |
| Capital Analysts, LLC | History | Reduced | 9,975 | 2,871 | 0.09% | 0.08% | 212 | -53 | -0.53% | Q4 2025 | Feb 11, 2026 |
| Valmark Advisers, Inc. | History | Added to | 9,892 | 2,847 | 0.04% | 0.03% | 213 | +16 | 0.16% | Q4 2025 | Jan 26, 2026 |
| Hilltop Holdings Inc. | History | Added to | 9,797 | 2,819 | 0.17% | 0.13% | 214 | +430 | 4.59% | Q4 2025 | Feb 17, 2026 |
| O'ROURKE & COMPANY, Inc | History | Added to | 9,738 | 2,803 | 1.09% | 1.02% | 215 | +290 | 3.07% | Q4 2025 | Jan 28, 2026 |
| CIBC Private Wealth Group LLC | History | Reduced | 9,696 | 2,790 | 0.0% | 0.0% | 216 | -126 | -1.28% | Q4 2025 | Feb 12, 2026 |
| Hikari Power Ltd | History | No change | 9,580 | 2,758 | 0.22% | 0.2% | 217 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| BCS Wealth Management | History | Added to | 9,474 | 2,727 | 0.28% | 0.22% | 218 | +5,737 | 153.52% | Q4 2025 | Jan 26, 2026 |
| Financial Freedom, LLC | History | Added to | 9,443 | 2,718 | 1.35% | 1.19% | 219 | +209 | 2.26% | Q4 2025 | Feb 17, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 9,412 | 2,709 | 0.05% | 0.05% | 220 | -360 | -3.68% | Q4 2025 | Jan 22, 2026 |
| BOKF, NA | History | Added to | 9,158 | 2,636 | 0.04% | 0.04% | 221 | +167 | 1.86% | Q4 2025 | Feb 03, 2026 |
| Rooted Wealth Advisors, Inc. | History | Added to | 9,072 | 2,620 | 0.74% | 0.5% | 222 | +2,967 | 48.6% | Q4 2025 | Feb 09, 2026 |
| Cassaday & Co Wealth Management LLC | History | Added to | 9,098 | 2,618 | 0.06% | 0.05% | 223 | +50 | 0.55% | Q4 2025 | Feb 03, 2026 |
| Keebeck Wealth Management | History | Reduced | 9,087 | 2,615 | 0.3% | 0.29% | 224 | -463 | -4.85% | Q4 2025 | Feb 17, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 9,076 | 2,612 | 0.01% | 0.01% | 225 | -3,034 | -25.05% | Q4 2025 | Jan 26, 2026 |
| Artesa Financial Group, LLC | History | New | 9,052 | 2,605 | 2.68% | — | 226 | +9,052 | New | Q4 2025 | Feb 11, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 8,957 | 2,578 | 0.01% | 0.01% | 227 | -86 | -0.95% | Q4 2025 | Feb 17, 2026 |
| World Investment Advisors | History | Added to | 8,952 | 2,576 | 0.04% | 0.02% | 228 | +6,082 | 211.92% | Q4 2025 | Mar 12, 2026 |
| CDKV HOLDINGS LLC | History | New | 8,938 | 2,572 | 2.15% | — | 229 | +8,938 | New | Q4 2025 | Feb 17, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 8,911 | 2,565 | 0.07% | 0.06% | 230 | +250 | 2.89% | Q4 2025 | Jan 23, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 8,898 | 2,561 | 0.04% | 0.03% | 231 | +92 | 1.04% | Q4 2025 | Feb 02, 2026 |
| GENESIS PRIVATE WEALTH, LLC | History | Reduced | 8,879 | 2,555 | 0.79% | 1.17% | 232 | -1,833 | -17.11% | Q4 2025 | Jan 08, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 8,852 | 2,548 | 0.02% | 0.02% | 233 | -57 | -0.64% | Q4 2025 | Feb 13, 2026 |
| NorthCrest Asset Manangement, LLC | History | Reduced | 8,829 | 2,545 | 0.06% | 0.06% | 234 | -186 | -2.06% | Q4 2025 | Jan 08, 2026 |
| North Forty Two & Co. | History | Added to | 8,674 | 2,496 | 2.36% | 1.56% | 235 | +2,536 | 41.32% | Q4 2025 | Feb 09, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 8,649 | 2,489 | 0.03% | 0.03% | 236 | +125 | 1.47% | Q4 2025 | Jan 23, 2026 |
| Thayer Partners, LLC / MA | History | New | 8,561 | 2,464 | 1.2% | — | 237 | +8,561 | New | Q4 2025 | Feb 05, 2026 |
| Autumn Glory Partners, LLC | History | Added to | 8,547 | 2,460 | 0.86% | 0.89% | 238 | +172 | 2.05% | Q4 2025 | Jan 27, 2026 |
| &PARTNERS | History | Added to | 8,477 | 2,440 | 0.01% | 0.01% | 239 | +1,951 | 29.9% | Q4 2025 | Feb 17, 2026 |
| Adams Wealth Management | History | Reduced | 8,472 | 2,438 | 0.52% | 0.68% | 240 | -3,842 | -31.2% | Q4 2025 | Feb 18, 2026 |
| CacheTech Inc. | History | Reduced | 8,472 | 2,438 | 0.45% | 0.64% | 241 | -3,842 | -31.2% | Q4 2025 | Feb 18, 2026 |
| AIMZ Investment Advisors, LLC | History | Added to | 8,427 | 2,425 | 0.69% | 0.56% | 242 | +1,564 | 22.79% | Q4 2025 | Feb 17, 2026 |
| North Star Investment Management Corp. | History | Reduced | 8,294 | 2,387 | 0.15% | 0.14% | 244 | -105 | -1.25% | Q4 2025 | Jan 30, 2026 |
| NORTHSTAR ASSET MANAGEMENT Co | History | Added to | 8,295 | 2,387 | 0.51% | 0.46% | 243 | +70 | 0.85% | Q4 2025 | Jan 27, 2026 |
| COZAD ASSET MANAGEMENT INC | History | Reduced | 8,234 | 2,370 | 0.18% | 0.17% | 245 | -99 | -1.19% | Q4 2025 | Feb 13, 2026 |
| ASO GROUP Ltd | History | New | 8,206 | 2,362 | 0.92% | — | 246 | +8,206 | New | Q4 2025 | Feb 12, 2026 |
| Wall Street Financial Group, Inc. | History | Reduced | 8,204 | 2,360 | 1.72% | 1.64% | 247 | -403 | -4.68% | Q4 2025 | Jan 16, 2026 |
| NCM Capital Management, LLC | History | Reduced | 8,081 | 2,326 | 0.86% | 0.82% | 248 | -50 | -0.61% | Q4 2025 | Mar 02, 2026 |
| Sovran Advisors, LLC | History | Reduced | 7,800 | 2,277 | 0.19% | 0.19% | 249 | -100 | -1.27% | Q4 2025 | Jan 20, 2026 |
| TruWealth Advisors, LLC | History | Reduced | 7,803 | 2,246 | 0.11% | 0.11% | 250 | -325 | -4.0% | Q4 2025 | Jan 07, 2026 |
| Brookstone Capital Management | History | Reduced | 7,776 | 2,238 | 0.03% | 0.03% | 251 | -1,667 | -17.65% | Q4 2025 | Jan 15, 2026 |
| Lebenthal Global Advisors, LLC | History | Added to | 7,755 | 2,232 | 0.34% | 0.35% | 252 | +60 | 0.78% | Q4 2025 | Jan 28, 2026 |
| Rossby Financial, LCC | History | Added to | 7,751 | 2,231 | 0.69% | 0.57% | 253 | +1,213 | 18.55% | Q4 2025 | Feb 12, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 7,719 | 2,222 | 0.04% | 0.04% | 254 | -80 | -1.03% | Q4 2025 | Jan 14, 2026 |
| Parallel Advisors, LLC | History | Added to | 7,653 | 2,203 | 0.04% | 0.03% | 255 | +372 | 5.11% | Q4 2025 | Feb 11, 2026 |
| Institute for Wealth Management, LLC. | History | Added to | 7,632 | 2,197 | 0.23% | 0.2% | 256 | +199 | 2.68% | Q4 2025 | Jan 27, 2026 |
| Point72 Asset Management, L.P. | History | New | 7,609 | 2,190 | 0.0% | — | 257 | +7,609 | New | Q4 2025 | Feb 17, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Added to | 7,482 | 2,153 | 0.02% | 0.02% | 258 | +1,253 | 20.12% | Q4 2025 | Feb 12, 2026 |
| MontVue Capital Management, Inc. | History | Reduced | 7,246 | 2,085 | 1.39% | 1.27% | 259 | -50 | -0.69% | Q4 2025 | Jan 27, 2026 |
| CATHY PARETO & ASSOCIATES, INC | History | Added to | 7,190 | 2,069 | 1.44% | 1.36% | 260 | +251 | 3.62% | Q4 2025 | Jan 23, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | New | 7,113 | 2,047 | 0.04% | — | 262 | +7,113 | New | Q4 2025 | Jan 28, 2026 |
| Stonehage Fleming Financial Services Holdings Ltd | History | Reduced | 7,113 | 2,047 | 0.06% | 0.07% | 261 | -2,198 | -23.61% | Q4 2025 | Jan 13, 2026 |
| Visionary Wealth Advisors | History | Added to | 7,061 | 2,032 | 0.09% | 0.07% | 263 | +1,419 | 25.15% | Q4 2025 | Feb 13, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 7,033 | 2,024 | 0.12% | 0.17% | 265 | +343 | 5.13% | Q4 2025 | Jan 29, 2026 |
| Principle Wealth Partners LLC | History | Reduced | 7,032 | 2,024 | 0.11% | 0.11% | 264 | -15 | -0.21% | Q4 2025 | Feb 06, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 7,010 | 2,017 | 0.02% | 0.03% | 266 | -1 | -0.01% | Q4 2025 | Feb 03, 2026 |
| ALTFEST L J & CO INC | History | Reduced | 6,970 | 2,006 | 0.22% | 0.29% | 267 | -2,934 | -29.62% | Q4 2025 | Jan 23, 2026 |
| CORDA Investment Management, LLC. | History | New | 6,960 | 2,003 | 0.15% | — | 268 | +6,960 | New | Q4 2025 | Feb 03, 2026 |
| NWF Advisory Services Inc. | History | Added to | 6,940 | 1,997 | 0.22% | 0.19% | 269 | +240 | 3.58% | Q4 2025 | Mar 03, 2026 |
| City State Bank | History | Reduced | 6,925 | 1,993 | 0.55% | 0.55% | 270 | -359 | -4.93% | Q4 2025 | Jan 28, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 6,876 | 1,979 | 0.01% | 0.02% | 272 | -3,570 | -34.18% | Q4 2025 | Jan 29, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 6,876 | 1,979 | 0.0% | 0.0% | 271 | +1,270 | 22.65% | Q4 2025 | Feb 13, 2026 |
| SOL Capital Management CO | History | Reduced | 6,810 | 1,960 | 0.18% | 0.21% | 273 | -2,030 | -22.96% | Q4 2025 | Jan 30, 2026 |
| BlackRock, Inc. | History | Added to | 6,711 | 1,931 | 0.0% | 0.0% | 274 | +631 | 10.38% | Q4 2025 | Feb 12, 2026 |
| GLENMEDE TRUST CO NA | History | New | 6,698 | 1,928 | 0.01% | — | 275 | +6,698 | New | Q4 2025 | Feb 17, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 6,698 | 1,928 | 0.05% | 0.05% | 276 | +46 | 0.69% | Q4 2025 | Feb 17, 2026 |
| Pinnacle Financial Group, LLC / IL | History | Added to | 6,634 | 1,909 | 0.55% | 0.5% | 277 | +283 | 4.46% | Q4 2025 | Feb 05, 2026 |
| Arax Advisory Partners | History | New | 6,537 | 1,881 | 0.05% | — | 278 | +6,537 | New | Q4 2025 | Feb 13, 2026 |
| Capital Management Associates, Inc | History | Added to | 6,534 | 1,880 | 0.42% | 0.38% | 279 | +1,125 | 20.8% | Q4 2025 | Jan 21, 2026 |
| Essex Financial Services, Inc. | History | Added to | 6,518 | 1,876 | 0.11% | 0.1% | 280 | +331 | 5.35% | Q4 2025 | Feb 10, 2026 |
| Hershey Financial Advisers, LLC | History | Added to | 6,499 | 1,870 | 1.58% | 1.09% | 281 | +1,609 | 32.9% | Q4 2025 | Feb 18, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 6,491 | 1,868 | 0.09% | 0.09% | 282 | +996 | 18.13% | Q4 2025 | Jan 28, 2026 |
| Advisory Services Network, LLC | History | Reduced | 6,488 | 1,867 | 0.03% | 0.03% | 283 | -521 | -7.43% | Q4 2025 | Feb 17, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Reduced | 6,467 | 1,861 | 0.41% | 0.44% | 284 | -544 | -7.76% | Q4 2025 | Jan 09, 2026 |
| Vivaldi Capital Management LP | History | Added to | 6,414 | 1,846 | 0.25% | 0.23% | 285 | +143 | 2.28% | Q4 2025 | Feb 13, 2026 |
| Petix & Botte Co | History | Reduced | 6,374 | 1,834 | 0.42% | 0.4% | 286 | -330 | -4.92% | Q4 2025 | Feb 05, 2026 |
| Novak & Powell Financial Services, Inc. | History | Reduced | 6,365 | 1,832 | 0.96% | 0.88% | 287 | -70 | -1.09% | Q4 2025 | Feb 10, 2026 |
| Williams Jones Wealth Management, LLC. | History | Added to | 6,328 | 1,821 | 0.02% | 0.02% | 288 | +878 | 16.11% | Q4 2025 | Feb 13, 2026 |
| RDA Financial Network | History | Reduced | 6,268 | 1,804 | 0.43% | 0.4% | 289 | -20 | -0.32% | Q4 2025 | Jan 06, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 6,204 | 1,785 | 1.53% | 1.44% | 290 | +19 | 0.31% | Q4 2025 | Jan 26, 2026 |
| Houlihan Financial Resource Group, Ltd. | History | Added to | 6,159 | 1,770 | 0.67% | 0.96% | 291 | +1,955 | 46.5% | Q4 2025 | Feb 10, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 6,148 | 1,769 | 0.02% | 0.02% | 292 | -123 | -1.96% | Q4 2025 | Jan 21, 2026 |
| Northstar Group, Inc. | History | Added to | 6,118 | 1,761 | 0.24% | 0.23% | 293 | +94 | 1.56% | Q4 2025 | Feb 13, 2026 |
| DAVENPORT & Co LLC | History | Added to | 6,118 | 1,760 | 0.01% | 0.01% | 294 | +28 | 0.46% | Q4 2025 | Jan 12, 2026 |
| Compass Ion Advisors, LLC | History | Reduced | 6,114 | 1,759 | 0.17% | 0.15% | 295 | -28 | -0.46% | Q4 2025 | Jan 29, 2026 |
| Wealthspire Retirement, LLC | History | Reduced | 6,110 | 1,758 | 0.11% | 0.11% | 296 | -662 | -9.78% | Q4 2025 | Feb 18, 2026 |
| Arkadios Wealth Advisors | History | Added to | 6,049 | 1,741 | 0.03% | 0.03% | 298 | +634 | 11.71% | Q4 2025 | Feb 13, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 6,049 | 1,741 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| FSA WEALTH PARTNERS, INC. | History | New | 6,036 | 1,737 | 0.62% | — | 299 | +6,036 | New | Q4 2025 | Jan 30, 2026 |
| Advantage Trust Co | History | No change | 6,035 | 1,737 | 0.78% | 0.71% | 300 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 6,022 | 1,734 | 0.01% | 0.01% | 301 | +2,851 | 89.91% | Q4 2025 | Jan 05, 2026 |
| DAHRING {-} CUSMANO LLC | History | Added to | 5,997 | 1,726 | 1.2% | 1.06% | 302 | +365 | 6.48% | Q4 2025 | Feb 05, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | New | 5,980 | 1,721 | 0.29% | — | 304 | +5,980 | New | Q4 2025 | Feb 12, 2026 |
| Eagle Strategies LLC | History | Reduced | 5,980 | 1,721 | 0.22% | 0.26% | 303 | -1,370 | -18.64% | Q4 2025 | Jan 23, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | Added to | 5,885 | 1,693 | 0.42% | 0.3% | 305 | +1,355 | 29.91% | Q4 2025 | Jan 23, 2026 |
| FINANCIAL ADVISORY PARTNERS, LLC | History | No change | 5,830 | 1,678 | 0.47% | 0.44% | 306 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Accel Wealth Management | History | Added to | 5,828 | 1,677 | 0.46% | 0.44% | 307 | +18 | 0.31% | Q4 2025 | Jan 20, 2026 |
| High Net Worth Advisory Group LLC | History | Added to | 5,823 | 1,676 | 0.39% | 0.36% | 308 | +94 | 1.64% | Q4 2025 | Jan 23, 2026 |
| GRANDFIELD & DODD, LLC | History | Added to | 6,090 | 1,666 | 0.09% | 0.04% | 309 | +3,045 | 100.0% | Q4 2025 | Feb 10, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 5,765 | 1,659 | 0.08% | 0.07% | 310 | -124 | -2.11% | Q4 2025 | Feb 13, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | New | 5,757 | 1,657 | 0.04% | — | 311 | +5,757 | New | Q4 2025 | Feb 03, 2026 |
| Bluesphere Advisors LLC | History | Added to | 5,680 | 1,635 | 0.72% | 0.46% | 312 | +1,853 | 48.42% | Q4 2025 | Jan 21, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 5,674 | 1,633 | 0.02% | 0.02% | 313 | +167 | 3.03% | Q4 2025 | Jan 30, 2026 |
| STAPP WEALTH MANAGEMENT, PLLC | History | Added to | 5,579 | 1,605 | 2.07% | 1.93% | 314 | +54 | 0.98% | Q4 2025 | Jan 21, 2026 |
| Blackston Financial Advisory Group, LLC | History | Reduced | 5,558 | 1,599 | 0.97% | 0.89% | 315 | -190 | -3.31% | Q4 2025 | Feb 06, 2026 |
| Empowered Funds, LLC | History | Added to | 5,553 | 1,598 | 0.03% | 0.01% | 316 | +1,937 | 53.57% | Q4 2025 | Feb 18, 2026 |
| HOWARD WEALTH MANAGEMENT, LLC | History | Reduced | 5,525 | 1,590 | 0.69% | 0.67% | 317 | -101 | -1.8% | Q4 2025 | Jan 29, 2026 |
| Financial Futures Ltd Liability Co. | History | Reduced | 5,517 | 1,588 | 0.74% | 0.84% | 318 | -1,124 | -16.93% | Q4 2025 | Jan 23, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 5,482 | 1,578 | 0.1% | 0.1% | 319 | -53 | -0.96% | Q4 2025 | Jan 23, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | New | 5,450 | 1,568 | 0.0% | — | 320 | +5,450 | New | Q4 2025 | Feb 10, 2026 |
| Sachetta, LLC | History | Added to | 5,424 | 1,561 | 0.85% | 0.49% | 321 | +322 | 6.31% | Q4 2025 | Feb 02, 2026 |
| One Charles Private Wealth Services, LLC | History | Reduced | 5,368 | 1,545 | 0.4% | 0.38% | 322 | -260 | -4.62% | Q4 2025 | Feb 06, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 5,370 | 1,545 | 0.02% | 0.02% | 323 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 5,366 | 1,544 | 0.03% | 0.03% | 324 | +9 | 0.17% | Q4 2025 | Jan 16, 2026 |
| BANK HAPOALIM BM | History | Reduced | 5,356 | 1,542 | 0.13% | 0.18% | 325 | -181 | -3.27% | Q4 2025 | Feb 17, 2026 |
| SeaCrest Wealth Management, LLC | History | Added to | 5,184 | 1,540 | 0.16% | 0.06% | 326 | +3,057 | 143.72% | Q4 2025 | Jan 12, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Reduced | 5,334 | 1,535 | 0.08% | 0.08% | 327 | -401 | -6.99% | Q4 2025 | Jan 13, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 5,324 | 1,532 | 0.03% | 0.03% | 328 | +142 | 2.74% | Q4 2025 | Feb 06, 2026 |
| Bragg Financial Advisors, Inc | History | Added to | 5,314 | 1,529 | 0.05% | 0.05% | 329 | +14 | 0.26% | Q4 2025 | Feb 13, 2026 |
| SMITH CHAS P & ASSOCIATES PA CPAS | History | Added to | 5,291 | 1,523 | 0.08% | 0.12% | 330 | +9 | 0.17% | Q4 2025 | Feb 09, 2026 |
| SlateStone Wealth, LLC | History | No change | 5,249 | 1,511 | 0.13% | 0.12% | 331 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| PFG Advisors | History | Added to | 5,234 | 1,506 | 0.07% | 0.05% | 332 | +62 | 1.2% | Q4 2025 | Jan 27, 2026 |
| PFG Investments, LLC | History | Added to | 5,187 | 1,493 | 0.07% | 0.07% | 333 | +10 | 0.19% | Q4 2025 | Jan 26, 2026 |
| STEPHENS INC /AR/ | History | Added to | 5,178 | 1,490 | 0.02% | 0.02% | 334 | +262 | 5.33% | Q4 2025 | Feb 05, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 5,170 | 1,488 | 0.03% | 0.03% | 335 | +93 | 1.83% | Q4 2025 | Feb 05, 2026 |
| Stonebridge Financial Group, LLC | History | No change | 5,170 | 1,488 | 0.13% | 0.12% | 336 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Reduced | 5,029 | 1,447 | 0.31% | 0.45% | 337 | -78 | -1.53% | Q4 2025 | Feb 12, 2026 |
| Idaho Trust Co | History | Reduced | 5,018 | 1,444 | 0.48% | 0.45% | 338 | -95 | -1.86% | Q4 2025 | Feb 05, 2026 |
| Embree Financial Group | History | Reduced | 5,015 | 1,443 | 0.18% | 0.19% | 340 | -449 | -8.22% | Q4 2025 | Jan 14, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | Added to | 5,015 | 1,443 | 0.07% | 0.07% | 339 | +68 | 1.37% | Q4 2025 | Feb 11, 2026 |
| Krilogy Financial LLC | History | Reduced | 4,900 | 1,440 | 0.05% | 0.06% | 341 | -582 | -10.62% | Q4 2025 | Jan 27, 2026 |
| Meridian Wealth Advisors, LLC | History | Added to | 5,000 | 1,439 | 0.2% | 0.18% | 342 | +2 | 0.04% | Q4 2025 | Feb 17, 2026 |
| Prospera Financial Services Inc | History | Added to | 4,990 | 1,436 | 0.02% | 0.02% | 343 | +440 | 9.67% | Q4 2025 | Feb 09, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Added to | 4,983 | 1,434 | 0.2% | 0.1% | 344 | +2,378 | 91.29% | Q4 2025 | Feb 17, 2026 |
| Live Oak Investment Partners | History | Reduced | 4,971 | 1,430 | 0.88% | 0.91% | 345 | -303 | -5.75% | Q4 2025 | Jan 29, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 4,959 | 1,429 | 0.13% | 0.12% | 346 | -105 | -2.07% | Q4 2025 | Jan 28, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 4,937 | 1,421 | 0.0% | 0.0% | 347 | -579 | -10.5% | Q4 2025 | Feb 12, 2026 |
| Aberdeen Wealth Management LLC | History | New | 4,847 | 1,395 | 0.65% | — | 348 | +4,847 | New | Q4 2025 | Feb 12, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Added to | 4,842 | 1,393 | 0.15% | 0.14% | 349 | +15 | 0.31% | Q4 2025 | Jan 20, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Added to | 4,827 | 1,389 | 0.11% | 0.1% | 350 | +10 | 0.21% | Q4 2025 | Feb 17, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Added to | 4,680 | 1,375 | 0.03% | 0.03% | 351 | +10 | 0.21% | Q4 2025 | Jan 26, 2026 |
| Solutions 4 Wealth, Ltd | History | Reduced | 4,715 | 1,357 | 2.05% | 1.94% | 352 | -106 | -2.2% | Q4 2025 | Feb 09, 2026 |
| Triangle Securities Wealth Management | History | Added to | 4,640 | 1,335 | 0.28% | 0.25% | 353 | +309 | 7.13% | Q4 2025 | Jan 13, 2026 |
| Charter Oak Capital Management, LLC | History | Reduced | 4,640 | 1,335 | 0.1% | 0.1% | 354 | -160 | -3.33% | Q4 2025 | Jan 23, 2026 |
| VISTA INVESTMENT MANAGEMENT | History | Added to | 4,635 | 1,334 | 0.44% | 0.39% | 355 | +349 | 8.14% | Q4 2025 | Feb 17, 2026 |
| Abbot Financial Management, Inc. | History | Reduced | 4,612 | 1,327 | 0.55% | 0.55% | 356 | -335 | -6.77% | Q4 2025 | Feb 13, 2026 |
| WOODWARD DIVERSIFIED CAPITAL, LLC | History | New | 4,606 | 1,325 | 0.61% | — | 357 | +4,606 | New | Q4 2025 | Jan 14, 2026 |
| N.E.W. Advisory Services LLC | History | Reduced | 4,512 | 1,298 | 0.1% | 0.1% | 358 | -17 | -0.38% | Q4 2025 | Jan 28, 2026 |
| CX Institutional | History | Reduced | 4,485 | 1,291 | 0.04% | 0.04% | 359 | -119 | -2.58% | Q4 2025 | Feb 02, 2026 |
| Retirement Planning Group, LLC | History | Added to | 4,433 | 1,276 | 0.04% | 0.04% | 360 | +49 | 1.12% | Q4 2025 | Feb 03, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Added to | 4,428 | 1,274 | 0.16% | 0.16% | 361 | +31 | 0.71% | Q4 2025 | Feb 04, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | No change | 4,424 | 1,273 | 0.08% | 0.07% | 362 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| PHILADELPHIA TRUST CO | History | No change | 4,383 | 1,262 | 0.09% | 0.08% | 363 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Guardian Capital, LLC | History | New | 4,367 | 1,256 | 1.12% | — | 364 | +4,367 | New | Q4 2025 | Feb 05, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 4,326 | 1,245 | 0.07% | 0.07% | 365 | -103 | -2.33% | Q4 2025 | Jan 26, 2026 |
| MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC | History | Reduced | 4,285 | 1,233 | 0.77% | 0.68% | 366 | -100 | -2.28% | Q4 2025 | Feb 12, 2026 |
| INGALLS & SNYDER LLC | History | Added to | 4,278 | 1,231 | 0.05% | 0.04% | 367 | +100 | 2.39% | Q4 2025 | Feb 13, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 4,271 | 1,229 | 0.01% | 0.01% | 368 | +89 | 2.13% | Q4 2025 | Feb 13, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 4,258 | 1,225 | 0.02% | 0.02% | 369 | -839 | -16.46% | Q4 2025 | Feb 11, 2026 |
| Rathbones Group PLC | History | Added to | 4,248 | 1,222 | 0.0% | 0.0% | 370 | +405 | 10.54% | Q4 2025 | Feb 06, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | Added to | 4,160 | 1,197 | 0.02% | 0.01% | 371 | +1,160 | 38.67% | Q4 2025 | Feb 17, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 4,107 | 1,182 | 0.03% | 0.02% | 372 | +330 | 8.74% | Q4 2025 | Feb 04, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 4,095 | 1,178 | 0.02% | 0.01% | 373 | -191 | -4.46% | Q4 2025 | Feb 05, 2026 |
| Focused Wealth Management, Inc | History | Reduced | 4,089 | 1,176 | 0.12% | 0.11% | 374 | -67 | -1.61% | Q4 2025 | Jan 29, 2026 |
| Bigelow Investment Advisors, LLC | History | Reduced | 4,070 | 1,171 | 0.46% | 0.44% | 375 | -134 | -3.19% | Q4 2025 | Jan 28, 2026 |
| KTF INVESTMENTS, LLC | History | New | 4,065 | 1,170 | 0.19% | — | 376 | +4,065 | New | Q4 2025 | Jan 30, 2026 |
| COMMERCE BANK | History | Added to | 4,053 | 1,166 | 0.01% | 0.01% | 377 | +50 | 1.25% | Q4 2025 | Feb 13, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Reduced | 4,035 | 1,161 | 0.13% | 0.12% | 378 | -63 | -1.54% | Q4 2025 | Jan 14, 2026 |
| WHITTIER TRUST CO | History | No change | 3,929 | 1,154 | 0.01% | 0.01% | 379 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 3,979 | 1,145 | 0.01% | 0.01% | 380 | -15 | -0.38% | Q4 2025 | Jan 21, 2026 |
| Goepper Burkhardt LLC | History | Reduced | 3,975 | 1,144 | 0.37% | 0.51% | 381 | -1,776 | -30.88% | Q4 2025 | Feb 09, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 3,963 | 1,140 | 0.01% | 0.0% | 382 | +2,612 | 193.34% | Q4 2025 | Feb 17, 2026 |
| Ignite Planners, LLC | History | Added to | 3,959 | 1,137 | 0.17% | 0.15% | 383 | +469 | 13.44% | Q4 2025 | Feb 06, 2026 |
| Cyndeo Wealth Partners, LLC | History | New | 3,907 | 1,124 | 0.06% | — | 384 | +3,907 | New | Q4 2025 | Jan 07, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Reduced | 3,883 | 1,117 | 0.32% | 0.34% | 386 | -334 | -7.92% | Q4 2025 | Feb 11, 2026 |
| Summit Trail Advisors, LLC | History | No change | 3,881 | 1,117 | 0.02% | 0.01% | 385 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| RBA Wealth Management, LLC | History | Reduced | 3,841 | 1,105 | 0.37% | 0.37% | 387 | -310 | -7.47% | Q4 2025 | Jan 26, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 3,784 | 1,089 | 0.03% | 0.03% | 388 | -97 | -2.5% | Q4 2025 | Jan 09, 2026 |
| INTEGRAL INVESTMENT ADVISORS, INC. | History | Added to | 3,782 | 1,088 | 0.27% | 0.26% | 389 | +46 | 1.23% | Q4 2025 | Feb 06, 2026 |
| WEALTHSPAN PARTNERS, LLC | History | Added to | 3,776 | 1,087 | 0.39% | 0.37% | 390 | +8 | 0.21% | Q4 2025 | Jan 27, 2026 |
| Goldstein Advisors, LLC | History | Reduced | 3,770 | 1,085 | 0.12% | 0.12% | 391 | -58 | -1.52% | Q4 2025 | Feb 10, 2026 |
| Inscription Capital, LLC | History | Added to | 3,767 | 1,084 | 0.11% | 0.1% | 392 | +34 | 0.91% | Q4 2025 | Jan 29, 2026 |
| Elite Financial, Inc. | History | Reduced | 3,760 | 1,082 | 0.49% | 0.49% | 393 | -110 | -2.84% | Q4 2025 | Feb 12, 2026 |
| Christensen, King & Associates Investment Services, Inc. | History | Added to | 3,742 | 1,077 | 0.46% | 0.42% | 394 | +10 | 0.27% | Q4 2025 | Jan 22, 2026 |
| May Barnhard Investments LLC | History | Reduced | 3,735 | 1,075 | 0.51% | 0.56% | 395 | -896 | -19.35% | Q4 2025 | Jan 28, 2026 |
| FLAGSTAR ADVISORS INC | History | Added to | 3,724 | 1,072 | 0.36% | 0.28% | 396 | +160 | 4.49% | Q4 2025 | Jan 13, 2026 |
| BigSur Wealth Management LLC | History | No change | 3,700 | 1,065 | 0.26% | 0.24% | 397 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 3,693 | 1,063 | 0.02% | 0.02% | 398 | -222 | -5.67% | Q4 2025 | Feb 03, 2026 |
| NLB Skladi, upravljanje premozenja, d.o.o. | History | New | 3,680 | 1,059 | 0.05% | — | 399 | +3,680 | New | Q4 2025 | Feb 13, 2026 |
| John A. Wolfe & Associates, Inc. | History | New | 3,661 | 1,053 | 0.57% | — | 400 | +3,661 | New | Q4 2025 | Mar 16, 2026 |
| FISCHER INVESTMENT STRATEGIES, LLC | History | New | 3,608 | 1,038 | 0.6% | — | 401 | +3,608 | New | Q4 2025 | Jan 28, 2026 |
| WARNER FINANCIAL, INC | History | Added to | 3,603 | 1,037 | 0.36% | 0.32% | 403 | +251 | 7.49% | Q4 2025 | Jan 21, 2026 |
| CCG WEALTH MANAGEMENT, LLC | History | No change | 3,605 | 1,037 | 0.44% | 0.44% | 402 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | Reduced | 3,602 | 1,036 | 0.34% | 0.44% | 404 | -98 | -2.65% | Q4 2025 | Jan 23, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Reduced | 3,569 | 1,027 | 0.04% | 0.03% | 405 | -38 | -1.05% | Q4 2025 | Jan 14, 2026 |
| OneAscent Financial Services LLC | History | New | 3,565 | 1,026 | 0.09% | — | 406 | +3,565 | New | Q4 2025 | Feb 11, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Added to | 3,501 | 1,007 | 0.06% | 0.05% | 407 | +8 | 0.23% | Q4 2025 | Jan 15, 2026 |
| JM2 Capital Inc. | History | New | 3,479 | 1,001 | 0.8% | — | 408 | +3,479 | New | Q4 2025 | Jan 23, 2026 |
| Gryphon Financial Partners LLC | History | No change | 3,473 | 999 | 0.11% | 0.1% | 409 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Jacobs Equity LLC | History | New | 3,422 | 985 | 0.95% | — | 410 | +3,422 | New | Q4 2025 | Feb 19, 2026 |
| Olistico Wealth, LLC | History | Added to | 3,416 | 983 | 0.48% | 0.47% | 412 | +18 | 0.53% | Q4 2025 | Jan 13, 2026 |
| Triton Financial Group Inc | History | Reduced | 3,416 | 983 | 0.65% | 0.6% | 411 | -13 | -0.38% | Q4 2025 | Feb 03, 2026 |
| Kovack Advisors, Inc. | History | Added to | 3,392 | 976 | 0.05% | 0.04% | 413 | +1,814 | 114.96% | Q4 2025 | Feb 17, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 3,345 | 964 | 0.01% | — | 414 | +3,345 | New | Q4 2025 | Feb 18, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 3,346 | 963 | 0.04% | 0.05% | 415 | -359 | -9.69% | Q4 2025 | Feb 13, 2026 |
| Savant Capital, LLC | History | Reduced | 3,329 | 958 | 0.01% | 0.01% | 416 | -86 | -2.52% | Q4 2025 | Feb 10, 2026 |
| Financial Perspectives, Inc | History | Added to | 3,319 | 955 | 0.26% | 0.24% | 417 | +3 | 0.09% | Q4 2025 | Jan 28, 2026 |
| Cascade Wealth Advisors, Inc | History | Added to | 3,322 | 952 | 0.44% | 0.21% | 418 | +1,792 | 117.12% | Q4 2025 | Feb 04, 2026 |
| KENNEDY INVESTMENT GROUP | History | Reduced | 3,304 | 950 | 0.36% | 0.35% | 419 | -125 | -3.65% | Q4 2025 | Feb 06, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 3,277 | 943 | 0.0% | 0.0% | 420 | -448 | -12.03% | Q4 2025 | Feb 13, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 3,267 | 940 | 0.0% | 0.0% | 421 | +165 | 5.32% | Q4 2025 | Feb 06, 2026 |
| Ranch Capital Advisors Inc. | History | Added to | 3,244 | 933 | 0.34% | 0.3% | 422 | +262 | 8.79% | Q4 2025 | Feb 05, 2026 |
| Werba Rubin Papier Wealth Management | History | Added to | 3,230 | 929 | 0.25% | 0.13% | 423 | +60 | 1.89% | Q4 2025 | Jan 27, 2026 |
| Pallas Capital Advisors LLC | History | Reduced | 3,215 | 925 | 0.03% | 0.03% | 424 | -22 | -0.68% | Q4 2025 | Jan 14, 2026 |
| Smith & Howard Wealth Management, LLC | History | No change | 3,202 | 921 | 0.21% | 0.19% | 425 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Accretive Wealth Partners, LLC | History | No change | 3,182 | 915 | 0.27% | 0.25% | 426 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| HOLDERNESS INVESTMENTS CO | History | Added to | 3,153 | 907 | 0.18% | 0.16% | 427 | +44 | 1.42% | Q4 2025 | Feb 10, 2026 |
| CWM, LLC | History | Added to | 3,144 | 905 | 0.0% | 0.0% | 428 | +165 | 5.54% | Q4 2025 | Jan 26, 2026 |
| FRG Family Wealth Advisors LLC | History | Reduced | 3,133 | 901 | 0.14% | 0.16% | 430 | -815 | -20.64% | Q4 2025 | Jan 21, 2026 |
| Retirement Planning Co of New England, Inc. | History | Reduced | 3,133 | 901 | 0.36% | 0.34% | 429 | -120 | -3.69% | Q4 2025 | Jan 28, 2026 |
| CFO CAPITAL MANAGEMENT LLC | History | New | 3,115 | 896 | 0.67% | — | 431 | +3,115 | New | Q4 2025 | Mar 02, 2026 |
| Long Island Wealth Management, Inc. | History | Reduced | 3,102 | 892 | 0.42% | 0.4% | 432 | -45 | -1.43% | Q4 2025 | Jan 21, 2026 |
| KDK Private Wealth Management, LLC | History | Reduced | 3,090 | 889 | 0.78% | 0.85% | 433 | -160 | -4.92% | Q4 2025 | Feb 12, 2026 |
| Avantax Planning Partners, Inc. | History | Reduced | 3,085 | 887 | 0.02% | 0.05% | 434 | -3,295 | -51.65% | Q4 2025 | Feb 05, 2026 |
| PLANNING DIRECTIONS INC | History | Reduced | 3,070 | 883 | 0.44% | 0.46% | 435 | -351 | -10.26% | Q4 2025 | Jan 21, 2026 |
| Disciplined Investors, L.L.C. | History | Reduced | 3,065 | 882 | 0.58% | 0.57% | 436 | -42 | -1.35% | Q4 2025 | Feb 10, 2026 |
| Busey Bank | History | Added to | 3,057 | 879 | 0.02% | 0.01% | 437 | +2,200 | 256.71% | Q4 2025 | Jan 27, 2026 |
| FIRST WILSHIRE SECURITIES MANAGEMENT INC | History | No change | 3,050 | 877 | 0.22% | 0.21% | 438 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Pathstone Holdings, LLC | History | New | 3,045 | 876 | 0.0% | — | 440 | +3,045 | New | Q4 2025 | Feb 13, 2026 |
| Red Mountain Financial, LLC | History | Added to | 3,044 | 876 | 0.86% | 0.78% | 439 | +68 | 2.28% | Q4 2025 | Jan 26, 2026 |
| McGlone Suttner Wealth Management, Inc. | History | Reduced | 3,038 | 874 | 0.12% | 0.12% | 441 | -344 | -10.17% | Q4 2025 | Jan 15, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | No change | 3,028 | 871 | 0.1% | 0.09% | 442 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| READYSTATE ASSET MANAGEMENT LP | History | New | 3,014 | 867 | 0.04% | — | 443 | +3,014 | New | Q4 2025 | Feb 17, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 3,005 | 864 | 0.0% | — | 444 | +3,005 | New | Q4 2025 | Feb 13, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 3,000 | 863 | 0.0% | 0.0% | 445 | -773 | -20.49% | Q4 2025 | Feb 12, 2026 |
| RFG Advisory, LLC | History | Added to | 2,965 | 853 | 0.02% | 0.0% | 446 | +2,165 | 270.63% | Q4 2025 | Feb 03, 2026 |
| Freestone Capital Holdings, LLC | History | Added to | 2,963 | 852 | 0.03% | 0.02% | 447 | +184 | 6.62% | Q4 2025 | Jan 23, 2026 |
| Sovereign Financial Group, Inc. | History | Added to | 2,948 | 848 | 0.15% | 0.13% | 449 | +310 | 11.75% | Q4 2025 | Jan 07, 2026 |
| Sequent Planning LLC | History | Reduced | 2,946 | 848 | 0.22% | 0.22% | 450 | -77 | -2.55% | Q4 2025 | Feb 05, 2026 |
| Pacific Center for Financial Services | History | No change | 3,267 | 848 | 0.22% | 0.22% | 448 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CRA Financial Services, LLC | History | Reduced | 2,932 | 843 | 0.11% | 0.11% | 451 | -221 | -7.01% | Q4 2025 | Jan 16, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | New | 2,910 | 842 | 0.02% | — | 452 | +2,910 | New | Q4 2025 | Feb 13, 2026 |
| Rayburn West Financial Services LLC | History | New | 2,918 | 839 | 0.52% | — | 453 | +2,918 | New | Q4 2025 | Feb 05, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | No change | 2,902 | 835 | 0.07% | 0.07% | 454 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Conservest Capital Advisors, Inc. | History | Added to | 2,870 | 826 | 0.07% | 0.07% | 455 | +36 | 1.27% | Q4 2025 | Feb 12, 2026 |
| Dentgroup LLC | History | Reduced | 2,862 | 823 | 0.57% | 0.5% | 456 | -106 | -3.57% | Q4 2025 | Jan 28, 2026 |
| VANGUARD GROUP INC | History | Reduced | 2,847 | 819 | 0.0% | 0.0% | 457 | -499 | -14.91% | Q4 2025 | Jan 29, 2026 |
| NICOLET BANKSHARES INC | History | No change | 2,832 | 815 | 0.13% | 0.12% | 458 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Connecticut Wealth Management, LLC | History | Reduced | 2,818 | 811 | 0.04% | 0.04% | 459 | -261 | -8.48% | Q4 2025 | Feb 12, 2026 |
| Atala Financial Inc | History | No change | 2,810 | 808 | 0.52% | 0.46% | 460 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Athena Investment Management | History | Added to | 2,804 | 807 | 0.41% | 0.38% | 461 | +14 | 0.5% | Q4 2025 | Feb 12, 2026 |
| Dougherty & Associates, LLC | History | New | 2,763 | 795 | 0.71% | — | 462 | +2,763 | New | Q4 2025 | Feb 05, 2026 |
| WEALTH MANAGEMENT RESOURCES, INC. | History | Reduced | 2,758 | 793 | 0.28% | 0.24% | 463 | -96 | -3.36% | Q4 2025 | Jan 30, 2026 |
| Gradient Capital Advisors, LLC | History | Added to | 2,756 | 793 | 0.2% | 0.19% | 464 | +68 | 2.53% | Q4 2025 | Feb 06, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 2,728 | 785 | 0.05% | 0.04% | 465 | +478 | 21.24% | Q4 2025 | Feb 03, 2026 |
| Belpointe Asset Management LLC | History | No change | 2,725 | 784 | 0.03% | 0.03% | 466 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Bluebird Wealth Management LLC | History | New | 2,700 | 777 | 0.73% | — | 467 | +2,700 | New | Q4 2025 | Feb 03, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 2,678 | 770 | 0.04% | 0.04% | 468 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | History | Reduced | 2,670 | 768 | 0.01% | 0.02% | 469 | -1,260 | -32.06% | Q4 2025 | Feb 12, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 2,655 | 764 | 0.0% | 0.0% | 470 | -45 | -1.67% | Q4 2025 | Feb 13, 2026 |
| Obermeyer Wealth Partners | History | New | 2,653 | 763 | 0.03% | — | 472 | +2,653 | New | Q4 2025 | Jan 29, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 2,652 | 763 | 0.06% | 0.06% | 474 | +284 | 11.99% | Q4 2025 | Jan 13, 2026 |
| McGuire Investment Group, LLC | History | Reduced | 2,652 | 763 | 0.08% | 0.08% | 473 | -48 | -1.78% | Q4 2025 | Jan 26, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | No change | 2,653 | 763 | 0.14% | 0.1% | 471 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| IVC Wealth Advisors LLC | History | Reduced | 2,617 | 753 | 0.33% | 0.31% | 475 | -15 | -0.57% | Q4 2025 | Jan 16, 2026 |
| Composition Wealth, LLC | History | Added to | 2,589 | 745 | 0.01% | 0.01% | 476 | +5 | 0.19% | Q4 2025 | Feb 02, 2026 |
| GTS SECURITIES LLC | History | Reduced | 2,561 | 737 | 0.03% | 0.2% | 477 | -17,566 | -87.28% | Q4 2025 | Feb 13, 2026 |
| LFA - Lugano Financial Advisors SA | History | No change | 2,550 | 734 | 0.38% | 0.35% | 478 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Checchi Capital Advisers, LLC | History | Reduced | 2,525 | 726 | 0.04% | 0.03% | 479 | -4 | -0.16% | Q4 2025 | Jan 27, 2026 |
| Bare Financial Services, Inc | History | Added to | 2,517 | 724 | 0.2% | 0.19% | 480 | +27 | 1.08% | Q4 2025 | Feb 06, 2026 |
| LPWM LLC | History | Reduced | 2,513 | 723 | 0.18% | 0.21% | 482 | -472 | -15.81% | Q4 2025 | Jan 06, 2026 |
| BIP Wealth, LLC | History | Added to | 2,515 | 723 | 0.03% | 0.03% | 481 | +1 | 0.04% | Q4 2025 | Jan 21, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Reduced | 2,502 | 720 | 0.03% | 0.03% | 483 | -110 | -4.21% | Q4 2025 | Feb 09, 2026 |
| MONOGRAPH WEALTH ADVISORS, LLC | History | No change | 2,500 | 719 | 0.07% | 0.07% | 484 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Main Street Financial Solutions, LLC | History | Added to | 2,472 | 711 | 0.05% | 0.04% | 485 | +293 | 13.45% | Q4 2025 | Feb 17, 2026 |
| Certified Advisory Corp | History | Added to | 2,467 | 710 | 0.06% | 0.06% | 486 | +4 | 0.16% | Q4 2025 | Jan 12, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | No change | 2,462 | 708 | 0.16% | 0.16% | 487 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Simmons Bank | History | Reduced | 2,453 | 706 | 0.05% | 0.04% | 488 | -7 | -0.28% | Q4 2025 | Feb 05, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 2,444 | 703 | 0.0% | — | 489 | +2,444 | New | Q4 2025 | Feb 13, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 2,424 | 698 | 0.01% | 0.01% | 490 | +169 | 7.49% | Q4 2025 | Feb 12, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 2,420 | 696 | 0.01% | 0.01% | 491 | +22 | 0.92% | Q4 2025 | Jan 29, 2026 |
| LifeGoal Investments, LLC | History | No change | 2,414 | 694 | 0.46% | 0.52% | 492 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| One Capital Management, LLC | History | Reduced | 2,400 | 690 | 0.02% | 0.02% | 493 | -53 | -2.16% | Q4 2025 | Feb 10, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 2,394 | 689 | 0.01% | 0.01% | 494 | +116 | 5.09% | Q4 2025 | Feb 02, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | No change | 2,384 | 686 | 0.07% | 0.07% | 495 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Spinnaker Investment Group, LLC | History | Added to | 2,382 | 685 | 0.12% | 0.07% | 496 | +845 | 54.98% | Q4 2025 | Jan 12, 2026 |
| Joseph P. Lucia & Associates, LLC | History | Reduced | 2,377 | 684 | 0.25% | 0.25% | 497 | -200 | -7.76% | Q4 2025 | Jan 28, 2026 |
| Navis Wealth Advisors, LLC | History | Added to | 2,373 | 682 | 0.29% | 0.46% | 498 | +3 | 0.13% | Q4 2025 | Feb 13, 2026 |
| LJI Wealth Management, LLC | History | Added to | 2,365 | 680 | 0.1% | 0.1% | 499 | +222 | 10.36% | Q4 2025 | Feb 03, 2026 |
| BRIGHT FINANCIAL ADVISORS, INC. | History | No change | 2,365 | 680 | 0.32% | 0.3% | 500 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Westmount Partners, LLC | History | No change | 2,352 | 677 | 0.17% | 0.16% | 501 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Wakefield Asset Management LLLP | History | New | 2,347 | 675 | 0.18% | — | 502 | +2,347 | New | Q4 2025 | Feb 05, 2026 |
| Clear Point Advisors Inc. | History | Reduced | 2,348 | 675 | 0.52% | 0.49% | 503 | -87 | -3.57% | Q4 2025 | Feb 10, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 2,340 | 673 | 0.0% | 0.0% | 504 | +211 | 9.91% | Q4 2025 | Feb 10, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 2,334 | 671 | 0.01% | 0.01% | 505 | -50 | -2.1% | Q4 2025 | Jan 13, 2026 |
| Fortis Advisors, LLC | History | Reduced | 2,332 | 671 | 0.36% | 0.34% | 506 | -25 | -1.06% | Q4 2025 | Feb 10, 2026 |
| Legacy Advisors, LLC | History | Added to | 2,327 | 669 | 0.07% | 0.07% | 508 | +186 | 8.69% | Q4 2025 | Jan 27, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 2,327 | 669 | 0.01% | 0.0% | 507 | +34 | 1.48% | Q4 2025 | Feb 12, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 2,319 | 667 | 0.02% | 0.02% | 509 | +34 | 1.49% | Q4 2025 | Feb 04, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 2,310 | 664 | 0.01% | 0.0% | 510 | +1,088 | 89.03% | Q4 2025 | Feb 09, 2026 |
| Allegheny Financial Group | History | Added to | 2,307 | 664 | 0.1% | 0.11% | 511 | +8 | 0.35% | Q4 2025 | Feb 02, 2026 |
| Fisher Asset Management, LLC | History | Added to | 2,296 | 661 | 0.0% | 0.0% | 512 | +888 | 63.07% | Q4 2025 | Feb 09, 2026 |
| Global Retirement Partners, LLC | History | Added to | 2,272 | 654 | 0.01% | 0.01% | 514 | +21 | 0.93% | Q4 2025 | Feb 06, 2026 |
| HCR Wealth Advisors | History | Added to | 2,275 | 654 | 0.06% | 0.06% | 513 | +1 | 0.04% | Q4 2025 | Jan 27, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 2,264 | 651 | 0.04% | 0.03% | 515 | +517 | 29.59% | Q4 2025 | Feb 10, 2026 |
| CHRISTINE MESSMER PC | History | New | 2,260 | 650 | 0.42% | — | 517 | +2,260 | New | Q4 2025 | Feb 03, 2026 |
| Vickerman Investment Advisors, Inc. | History | New | 2,259 | 650 | 0.13% | — | 516 | +2,259 | New | Q4 2025 | Feb 12, 2026 |
| HUB Investment Partners, LLC | History | Added to | 2,250 | 647 | 0.02% | 0.01% | 518 | +1,348 | 149.45% | Q4 2025 | Feb 17, 2026 |
| Brown Miller Wealth Management, LLC | History | Added to | 2,244 | 645 | 0.18% | 0.16% | 519 | +50 | 2.28% | Q4 2025 | Jan 23, 2026 |
| Daybright Advisory Services, Inc. | History | New | 2,236 | 643 | 0.17% | — | 520 | +2,236 | New | Q4 2025 | Feb 12, 2026 |
| WELCH & FORBES LLC | History | Reduced | 2,231 | 642 | 0.01% | 0.01% | 521 | -41 | -1.8% | Q4 2025 | Feb 10, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 2,225 | 640 | 0.01% | 0.01% | 522 | -700 | -23.93% | Q4 2025 | Feb 13, 2026 |
| Wealth Management Associates, Inc. | History | Added to | 2,224 | 640 | 0.22% | 0.2% | 523 | +5 | 0.23% | Q4 2025 | Jan 20, 2026 |
| Manchester Capital Management LLC | History | Reduced | 2,215 | 637 | 0.09% | 0.09% | 524 | -291 | -11.61% | Q4 2025 | Feb 11, 2026 |
| CWA Asset Management Group, LLC | History | No change | 2,212 | 636 | 0.02% | 0.02% | 525 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | Reduced | 2,208 | 635 | 0.31% | 0.28% | 526 | -20 | -0.9% | Q4 2025 | Feb 05, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Reduced | 2,200 | 633 | 0.02% | 0.02% | 527 | -83 | -3.64% | Q4 2025 | Feb 03, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Added to | 2,171 | 624 | 0.01% | 0.01% | 528 | +20 | 0.93% | Q4 2025 | Feb 09, 2026 |
| Bulwark Capital Corp | History | No change | 2,169 | 624 | 0.44% | 0.44% | 529 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Alta Wealth Advisors LLC | History | No change | 2,166 | 623 | 0.21% | 0.2% | 530 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| HBK Sorce Advisory LLC | History | Reduced | 2,134 | 621 | 0.01% | 0.02% | 531 | -254 | -10.64% | Q4 2025 | Feb 09, 2026 |
| PDS Planning, Inc | History | Added to | 2,151 | 619 | 0.04% | 0.04% | 532 | +172 | 8.69% | Q4 2025 | Jan 26, 2026 |
| Mystic Asset Management, Inc. | History | Added to | 2,138 | 615 | 0.14% | 0.12% | 534 | +10 | 0.47% | Q4 2025 | Jan 28, 2026 |
| D'Orazio & Associates, Inc. | History | No change | 2,140 | 615 | 0.08% | 0.07% | 533 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Brookwood Investment Group LLC | History | Added to | 2,135 | 614 | 0.07% | 0.05% | 535 | +678 | 46.53% | Q4 2025 | Jan 22, 2026 |
| Yoder Wealth Management, Inc. | History | Reduced | 2,130 | 613 | 0.28% | 0.28% | 536 | -184 | -7.95% | Q4 2025 | Jan 22, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 2,128 | 612 | 0.2% | 0.2% | 537 | -123 | -5.46% | Q4 2025 | Jan 23, 2026 |
| Cornerstone National Bank & Trust Co | History | New | 2,111 | 607 | 0.24% | — | 539 | +2,111 | New | Q4 2025 | Jan 29, 2026 |
| MERIDIAN INVESTMENT COUNSEL INC. | History | Reduced | 2,110 | 607 | 0.15% | 0.14% | 538 | -115 | -5.17% | Q4 2025 | Jan 20, 2026 |
| DAGCO, INC. | History | Reduced | 2,077 | 597 | 0.14% | 0.14% | 540 | -73 | -3.4% | Q4 2025 | Jan 08, 2026 |
| Edge Financial Advisors LLC | History | Added to | 2,063 | 593 | 0.25% | 0.24% | 541 | +10 | 0.49% | Q4 2025 | Jan 28, 2026 |
| WEALTH ALLIANCE, LLC | History | Reduced | 2,053 | 591 | 0.06% | 0.07% | 542 | -383 | -15.72% | Q4 2025 | Feb 13, 2026 |
| HF Advisory Group, LLC | History | Reduced | 2,048 | 589 | 0.21% | 0.2% | 543 | -56 | -2.66% | Q4 2025 | Jan 23, 2026 |
| Alchemi Wealth, LLC | History | New | 2,040 | 587 | 0.32% | — | 545 | +2,040 | New | Q4 2025 | Feb 13, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 2,041 | 587 | 0.04% | 0.04% | 544 | +132 | 6.91% | Q4 2025 | Jan 21, 2026 |
| Values Added Financial LLC | History | No change | 2,031 | 584 | 0.25% | 0.23% | 546 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Modern Wealth Management, LLC | History | Added to | 2,006 | 577 | 0.01% | 0.01% | 547 | +155 | 8.37% | Q4 2025 | Feb 17, 2026 |
| Finward Bancorp | History | No change | 2,002 | 576 | 0.45% | 0.39% | 548 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 1,984 | 571 | 0.06% | 0.06% | 550 | +186 | 10.34% | Q4 2025 | Feb 11, 2026 |
| MARIPAU WEALTH MANAGEMENT LLC | History | Added to | 2,002 | 571 | 0.26% | 0.24% | 549 | +155 | 8.39% | Q4 2025 | Feb 17, 2026 |
| Analyst IMS Investment Management Services Ltd. | History | No change | 1,980 | 570 | 0.02% | 0.02% | 551 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Smith Salley Wealth Management | History | No change | 1,980 | 569 | 0.03% | 0.03% | 552 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 1,976 | 568 | 0.02% | 0.01% | 553 | +930 | 88.91% | Q4 2025 | Feb 09, 2026 |
| Mosley Wealth Management | History | New | 2,108 | 567 | 0.26% | — | 554 | +2,108 | New | Q4 2025 | Feb 12, 2026 |
| Creekside Partners | History | Added to | 1,971 | 567 | 0.24% | 0.22% | 555 | +8 | 0.41% | Q4 2025 | Feb 13, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 1,959 | 564 | 0.02% | 0.01% | 556 | +291 | 17.45% | Q4 2025 | Feb 13, 2026 |
| Roundview Capital LLC | History | No change | 1,950 | 561 | 0.03% | 0.03% | 557 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Arete Wealth Advisors, LLC | History | Added to | 1,944 | 560 | 0.03% | 0.03% | 558 | +342 | 21.35% | Q4 2025 | Feb 13, 2026 |
| Winch Advisory Services, LLC | History | Added to | 1,945 | 559 | 0.12% | 0.11% | 559 | +2 | 0.1% | Q4 2025 | Feb 03, 2026 |
| James Hambro & Partners LLP | History | Reduced | 1,930 | 555 | 0.02% | 0.02% | 560 | -385 | -16.63% | Q4 2025 | Jan 15, 2026 |
| Spire Wealth Management | History | Reduced | 1,894 | 545 | 0.02% | 0.02% | 561 | -13 | -0.68% | Q4 2025 | Jan 14, 2026 |
| SNOWWATER INVESTMENT PARTNERS, LLC | History | New | 1,890 | 544 | 0.5% | — | 562 | +1,890 | New | Q4 2025 | Feb 13, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 1,863 | 536 | 0.01% | 0.01% | 563 | +290 | 18.44% | Q4 2025 | Feb 09, 2026 |
| Zhang Financial LLC | History | Added to | 1,864 | 536 | 0.02% | 0.02% | 565 | +1 | 0.05% | Q4 2025 | Feb 10, 2026 |
| Ayalon Insurance Comp Ltd. | History | No change | 1,863 | 536 | 0.13% | 0.12% | 564 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Quantum Financial Advisors, LLC | History | Added to | 1,860 | 535 | 0.06% | 0.05% | 566 | +355 | 23.59% | Q4 2025 | Jan 12, 2026 |
| Jefferies Financial Group Inc. | History | Reduced | 1,856 | 534 | 0.0% | 0.0% | 567 | -1,688 | -47.63% | Q4 2025 | Feb 09, 2026 |
| Rehmann Capital Advisory Group | History | No change | 1,854 | 533 | 0.03% | 0.03% | 568 | 0 | 0.0% | Q4 2025 | Mar 04, 2026 |
| Pine Valley Investments Ltd Liability Co | History | Reduced | 1,851 | 532 | 0.02% | 0.02% | 569 | -35 | -1.86% | Q4 2025 | Feb 13, 2026 |
| Sowell Financial Services LLC | History | Added to | 1,841 | 529 | 0.02% | 0.01% | 570 | +611 | 49.67% | Q4 2025 | Jan 21, 2026 |
| Collaborative Wealth Managment Inc. | History | No change | 1,838 | 529 | 0.19% | 0.19% | 571 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| SHP Wealth Management | History | New | 1,835 | 528 | 0.04% | — | 572 | +1,835 | New | Q4 2025 | Mar 04, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 1,836 | 528 | 0.02% | 0.02% | 573 | +82 | 4.68% | Q4 2025 | Jan 12, 2026 |
| Asset Advisory Group, Inc. | History | New | 1,825 | 525 | 0.26% | — | 577 | +1,825 | New | Q4 2025 | Feb 12, 2026 |
| Resolute Wealth Strategies, LLC | History | Reduced | 1,827 | 525 | 0.23% | 0.23% | 576 | -92 | -4.79% | Q4 2025 | Feb 06, 2026 |
| CAPITAL ADVISORS INC/OK | History | No change | 1,824 | 525 | 0.01% | 0.01% | 574 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| DAVIS R M INC | History | No change | 1,825 | 525 | 0.01% | 0.01% | 575 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Essential Planning, LLC. | History | Reduced | 1,823 | 524 | 0.17% | 0.2% | 578 | -447 | -19.69% | Q4 2025 | Jan 15, 2026 |
| FAS Wealth Partners, Inc. | History | Added to | 1,819 | 523 | 0.03% | 0.03% | 579 | +6 | 0.33% | Q4 2025 | Feb 18, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 1,815 | 522 | 0.02% | 0.01% | 580 | +199 | 12.31% | Q4 2025 | Feb 12, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 1,816 | 522 | 0.02% | 0.02% | 581 | -68 | -3.61% | Q4 2025 | Jan 06, 2026 |
| Mutual Advisors, LLC | History | Added to | 1,812 | 521 | 0.01% | 0.01% | 582 | +34 | 1.91% | Q4 2025 | Feb 02, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 1,800 | 518 | 0.03% | 0.02% | 583 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Bank of New York Mellon Corp | History | Added to | 1,795 | 516 | 0.0% | 0.0% | 584 | +467 | 35.17% | Q4 2025 | Feb 10, 2026 |
| Coppell Advisory Solutions LLC | History | Added to | 1,785 | 516 | 0.05% | 0.04% | 585 | +128 | 7.72% | Q4 2025 | Feb 17, 2026 |
| Beacon Financial Advisory LLC | History | Reduced | 1,792 | 515 | 0.12% | 0.11% | 586 | -106 | -5.58% | Q4 2025 | Feb 17, 2026 |
| STABLEFORD CAPITAL II LLC | History | Reduced | 1,787 | 514 | 0.19% | 0.17% | 587 | -34 | -1.87% | Q4 2025 | Jan 13, 2026 |
| Caprock Group, LLC | History | Added to | 1,778 | 512 | 0.01% | 0.01% | 588 | +499 | 39.01% | Q4 2025 | Jan 28, 2026 |
| FULTON BANK, N.A. | History | Added to | 1,771 | 509 | 0.02% | 0.01% | 589 | +895 | 102.17% | Q4 2025 | Jan 08, 2026 |
| Congress Park Capital LLC | History | New | 1,755 | 505 | 0.15% | — | 590 | +1,755 | New | Q4 2025 | Jan 14, 2026 |
| Fiduciary Alliance LLC | History | Added to | 1,756 | 505 | 0.03% | 0.02% | 591 | +380 | 27.62% | Q4 2025 | Jan 22, 2026 |
| Headlands Technologies LLC | History | New | 1,754 | 504 | 0.04% | — | 592 | +1,754 | New | Q4 2025 | Feb 13, 2026 |
| Mascagni Wealth Management, Inc. | History | Added to | 1,749 | 503 | 0.37% | 0.3% | 593 | +256 | 17.15% | Q4 2025 | Feb 11, 2026 |
| WMS Group LLC | History | New | 1,740 | 500 | 0.64% | — | 594 | +1,740 | New | Q4 2025 | Mar 03, 2026 |
| MAINSAIL ASSET MANAGEMENT, LLC | History | No change | 1,711 | 492 | 0.21% | 0.19% | 595 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | Reduced | 1,704 | 490 | 0.11% | 0.11% | 596 | -1 | -0.06% | Q4 2025 | Jan 06, 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD | History | New | 1,700 | 489 | 0.07% | — | 597 | +1,700 | New | Q4 2025 | Feb 13, 2026 |
| LAZARI CAPITAL MANAGEMENT, INC. | History | Added to | 1,697 | 488 | 0.16% | 0.15% | 598 | +9 | 0.53% | Q4 2025 | Jan 29, 2026 |
| Ancora Advisors LLC | History | Added to | 1,689 | 486 | 0.01% | 0.01% | 599 | +7 | 0.42% | Q4 2025 | Feb 17, 2026 |
| WJ Interests, LLC | History | No change | 1,690 | 486 | 0.21% | 0.18% | 600 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Empower Advisory Group, LLC | History | Added to | 1,684 | 484 | 0.0% | 0.0% | 601 | +191 | 12.79% | Q4 2025 | Feb 12, 2026 |
| PATTEN & PATTEN INC/TN | History | Added to | 1,670 | 480 | 0.03% | 0.02% | 602 | +48 | 2.96% | Q4 2025 | Feb 03, 2026 |
| Hoxton Planning & Management, LLC | History | Reduced | 1,666 | 479 | 0.14% | 0.15% | 603 | -165 | -9.01% | Q4 2025 | Feb 11, 2026 |
| Van Cleef Asset Management,Inc | History | No change | 1,663 | 478 | 0.05% | 0.04% | 604 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| American Trust | History | Reduced | 1,654 | 476 | 0.04% | 0.05% | 606 | -471 | -22.16% | Q4 2025 | Feb 17, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | No change | 1,657 | 476 | 0.08% | 0.11% | 605 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 1,650 | 474 | 0.07% | 0.07% | 607 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Summit Place Financial Advisors, LLC | History | No change | 1,650 | 474 | 0.23% | 0.2% | 608 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Center for Financial Planning, Inc. | History | No change | 1,645 | 473 | 0.05% | 0.05% | 609 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Grant Street Asset Management, Inc. | History | Added to | 1,643 | 472 | 0.1% | 0.09% | 610 | +51 | 3.2% | Q4 2025 | Jan 28, 2026 |
| KPP Advisory Services LLC | History | No change | 1,642 | 472 | 0.07% | 0.06% | 611 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Grant Private Wealth Management Inc | History | Reduced | 1,634 | 470 | 0.28% | 0.27% | 613 | -23 | -1.39% | Q4 2025 | Jan 05, 2026 |
| Goelzer Investment Management, Inc. | History | No change | 1,635 | 470 | 0.02% | 0.02% | 612 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| FSM Wealth Advisors, LLC | History | Reduced | 1,625 | 467 | 0.06% | 0.06% | 614 | -75 | -4.41% | Q4 2025 | Jan 23, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | Reduced | 1,618 | 465 | 0.11% | 0.23% | 616 | -1,734 | -51.73% | Q4 2025 | Feb 27, 2026 |
| LMG Wealth Partners, LLC | History | Added to | 1,616 | 465 | 0.09% | 0.08% | 617 | +9 | 0.56% | Q4 2025 | Feb 02, 2026 |
| IFG Advisory, LLC | History | Added to | 1,618 | 465 | 0.02% | 0.02% | 615 | +5 | 0.31% | Q4 2025 | Feb 10, 2026 |
| Mainstream Capital Management LLC | History | Reduced | 1,613 | 464 | 0.3% | 0.31% | 618 | -191 | -10.59% | Q4 2025 | Jan 21, 2026 |
| Western Wealth Management, LLC | History | Added to | 1,608 | 462 | 0.02% | 0.02% | 619 | +300 | 22.94% | Q4 2025 | Feb 05, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Added to | 1,607 | 462 | 0.03% | 0.03% | 620 | +4 | 0.25% | Q4 2025 | Jan 23, 2026 |
| AE Wealth Management LLC | History | Added to | 1,600 | 460 | 0.0% | 0.0% | 621 | +14 | 0.88% | Q4 2025 | Jan 26, 2026 |
| COFG Advisors, LLC | History | New | 1,593 | 458 | 0.11% | — | 623 | +1,593 | New | Q4 2025 | Feb 10, 2026 |
| Prostatis Group LLC | History | Reduced | 1,592 | 458 | 0.11% | 0.12% | 622 | -270 | -14.5% | Q4 2025 | Feb 17, 2026 |
| VSM Wealth Advisory, LLC | History | Added to | 1,572 | 452 | 0.14% | 0.02% | 625 | +1,335 | 563.29% | Q4 2025 | Feb 06, 2026 |
| CHANNEL WEALTH LLC | History | Added to | 1,571 | 452 | 0.11% | 0.1% | 624 | +67 | 4.45% | Q4 2025 | Feb 03, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 1,562 | 449 | 0.02% | 0.02% | 626 | -201 | -11.4% | Q4 2025 | Jan 20, 2026 |
| BOS Asset Management, LLC | History | Added to | 1,563 | 449 | 0.12% | 0.11% | 627 | +32 | 2.09% | Q4 2025 | Jan 09, 2026 |
| Sageworth Trust Co | History | No change | 1,556 | 447 | 0.02% | 0.02% | 628 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | History | Reduced | 1,550 | 446 | 0.07% | 0.2% | 629 | -2,631 | -62.93% | Q4 2025 | Feb 03, 2026 |
| McGinn Penninger Investment Management, Inc. | History | Reduced | 1,547 | 445 | 0.26% | 0.24% | 630 | -7 | -0.45% | Q4 2025 | Feb 09, 2026 |
| HBW ADVISORY SERVICES LLC | History | Reduced | 1,539 | 443 | 0.05% | 0.05% | 631 | -16 | -1.03% | Q4 2025 | Jan 23, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | No change | 1,524 | 438 | 0.02% | 0.02% | 632 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Round Rock Advisors LLC | History | No change | 1,516 | 436 | 0.07% | 0.06% | 633 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 1,502 | 432 | 0.01% | 0.01% | 634 | -18 | -1.18% | Q4 2025 | Feb 10, 2026 |
| Haverford Trust Co | History | No change | 1,500 | 431 | 0.0% | 0.0% | 635 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CHOREO, LLC | History | Added to | 1,488 | 430 | 0.01% | 0.0% | 637 | +218 | 17.17% | Q4 2025 | Jan 23, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 1,496 | 430 | 0.0% | 0.0% | 636 | -116 | -7.2% | Q4 2025 | Feb 09, 2026 |
| Wharton Business Group, LLC | History | Reduced | 1,484 | 427 | 0.02% | 0.05% | 638 | -3,065 | -67.38% | Q4 2025 | Feb 11, 2026 |
| New Perspectives, Inc | History | Reduced | 1,472 | 423 | 0.15% | 0.19% | 639 | -180 | -10.9% | Q4 2025 | Jan 28, 2026 |
| American Money Management, LLC | History | Reduced | 1,463 | 421 | 0.07% | 0.09% | 640 | -672 | -31.48% | Q4 2025 | Feb 10, 2026 |
| Optas, LLC | History | No change | 1,463 | 421 | 0.07% | 0.06% | 641 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 1,454 | 418 | 0.0% | 0.0% | 642 | +207 | 16.6% | Q4 2025 | Feb 17, 2026 |
| Accurate Wealth Management, LLC | History | Added to | 1,429 | 418 | 0.05% | 0.05% | 643 | +6 | 0.42% | Q4 2025 | Jan 14, 2026 |
| Wedmont Private Capital | History | Added to | 1,404 | 417 | 0.01% | 0.01% | 644 | +1 | 0.07% | Q4 2025 | Jan 08, 2026 |
| Greykasell Wealth Strategies, Inc. | History | No change | 1,449 | 417 | 0.16% | 0.16% | 645 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Joel Isaacson & Co., LLC | History | Added to | 1,448 | 416 | 0.01% | 0.01% | 647 | +48 | 3.43% | Q4 2025 | Jan 30, 2026 |
| ST GERMAIN D J CO INC | History | No change | 1,446 | 416 | 0.02% | 0.02% | 646 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Verdence Capital Advisors LLC | History | Reduced | 1,437 | 413 | 0.02% | 0.02% | 648 | -11 | -0.76% | Q4 2025 | Jan 29, 2026 |
| RIDGECREST WEALTH PARTNERS, LLC | History | Added to | 1,436 | 413 | 0.22% | 0.17% | 649 | +1 | 0.07% | Q4 2025 | Jan 22, 2026 |
| Soltis Investment Advisors LLC | History | Added to | 1,425 | 410 | 0.03% | 0.02% | 650 | +323 | 29.31% | Q4 2025 | Apr 02, 2026 |
| MUIRFIELD WEALTH ADVISORS LLC | History | Reduced | 1,421 | 409 | 0.3% | 0.32% | 652 | -246 | -14.76% | Q4 2025 | Feb 06, 2026 |
| Vertex Planning Partners, LLC | History | Added to | 1,423 | 409 | 0.1% | 0.06% | 651 | +124 | 9.55% | Q4 2025 | Feb 17, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | Added to | 1,418 | 408 | 0.27% | 0.25% | 653 | +7 | 0.5% | Q4 2025 | Feb 11, 2026 |
| Blankinship & Foster, LLC | History | No change | 1,413 | 406 | 0.09% | 0.08% | 654 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Wealthquest Corp | History | New | 1,404 | 404 | 0.03% | — | 655 | +1,404 | New | Q4 2025 | Feb 09, 2026 |
| Betterment LLC | History | Added to | 1,403 | 404 | 0.0% | 0.0% | 656 | +404 | 40.44% | Q4 2025 | Feb 12, 2026 |
| NWAM LLC | History | Reduced | 1,376 | 404 | 0.02% | 0.02% | 657 | -112 | -7.53% | Q4 2025 | Feb 04, 2026 |
| CMG Global Holdings, LLC | History | Added to | 1,402 | 404 | 0.18% | 0.18% | 658 | +2 | 0.14% | Q4 2025 | Feb 05, 2026 |
| WATERS PARKERSON & CO., LLC | History | Reduced | 1,400 | 402 | 0.02% | 0.02% | 659 | -125 | -8.2% | Q4 2025 | Feb 12, 2026 |
| Capital Investment Advisors, LLC | History | No change | 1,388 | 399 | 0.01% | 0.01% | 660 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Crescent Grove Advisors, LLC | History | New | 1,386 | 398 | 0.04% | — | 661 | +1,386 | New | Q4 2025 | Feb 11, 2026 |
| HHM Wealth Advisors, LLC | History | Reduced | 1,383 | 398 | 0.05% | 0.05% | 662 | -364 | -20.84% | Q4 2025 | Jan 22, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Added to | 1,384 | 398 | 0.02% | 0.02% | 663 | +84 | 6.46% | Q4 2025 | Feb 11, 2026 |
| Financial Insights, Inc. | History | Added to | 1,382 | 397 | 0.13% | 0.12% | 664 | +1 | 0.07% | Q4 2025 | Mar 31, 2026 |
| Chemistry Wealth Management LLC | History | No change | 1,380 | 397 | 0.07% | 0.07% | 665 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| BCGM Wealth Management, LLC | History | Reduced | 1,377 | 396 | 0.1% | 0.09% | 667 | -12 | -0.86% | Q4 2025 | Jan 07, 2026 |
| CENTRAL TRUST Co | History | No change | 1,378 | 396 | 0.01% | 0.01% | 666 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | History | New | 1,375 | 395 | 0.02% | — | 669 | +1,375 | New | Q4 2025 | Feb 13, 2026 |
| Compass Financial Group, Inc. (Ohio) | History | New | 1,375 | 395 | 0.29% | — | 671 | +1,375 | New | Q4 2025 | Mar 04, 2026 |
| BESSEMER GROUP INC | History | Added to | 1,374 | 395 | 0.0% | 0.0% | 668 | +125 | 10.01% | Q4 2025 | Feb 05, 2026 |
| Warwick Investment Management, Inc. | History | Added to | 1,374 | 395 | 0.06% | 0.06% | 670 | +3 | 0.22% | Q4 2025 | Jan 15, 2026 |
| Innovative Wealth Building LLC | History | Reduced | 1,372 | 394 | 0.29% | 0.3% | 673 | -107 | -7.23% | Q4 2025 | Feb 17, 2026 |
| MOLLER WEALTH PARTNERS | History | Reduced | 1,370 | 394 | 0.08% | 0.08% | 672 | -84 | -5.78% | Q4 2025 | Jan 08, 2026 |
| 360 Financial, Inc. | History | Reduced | 1,367 | 393 | 0.12% | 0.11% | 674 | -3 | -0.22% | Q4 2025 | Feb 13, 2026 |
| Birchcreek Wealth Management, LLC | History | Reduced | 1,365 | 392 | 0.19% | 0.22% | 676 | -248 | -15.38% | Q4 2025 | Jan 16, 2026 |
| Tradewinds, LLC. | History | Reduced | 1,363 | 392 | 0.09% | 0.09% | 677 | -50 | -3.54% | Q4 2025 | Feb 13, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Added to | 1,363 | 392 | 0.01% | 0.01% | 675 | +6 | 0.44% | Q4 2025 | Feb 13, 2026 |
| Savvy Advisors, Inc. | History | New | 1,360 | 391 | 0.01% | — | 679 | +1,360 | New | Q4 2025 | Jan 20, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | Reduced | 1,361 | 391 | 0.02% | 0.02% | 678 | -126 | -8.47% | Q4 2025 | Feb 02, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Reduced | 1,345 | 391 | 0.02% | 0.02% | 680 | -35 | -2.54% | Q4 2025 | Feb 03, 2026 |
| ADVISORS MANAGEMENT GROUP INC /ADV | History | No change | 1,355 | 390 | 0.07% | 0.06% | 681 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| NOESIS CAPITAL MANGEMENT CORP | History | No change | 1,354 | 389 | 0.06% | 0.05% | 682 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Hanson & Doremus Investment Management | History | Reduced | 1,349 | 388 | 0.05% | 0.05% | 683 | -257 | -16.0% | Q4 2025 | Jan 20, 2026 |
| Independent Family Office, LLC | History | No change | 1,350 | 388 | 0.16% | 0.15% | 684 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SWEENEY & MICHEL, LLC | History | Added to | 1,312 | 378 | 0.11% | 0.12% | 685 | +6 | 0.46% | Q4 2025 | Feb 13, 2026 |
| ASSOCIATED BANC-CORP | History | Added to | 1,311 | 377 | 0.01% | 0.01% | 686 | +11 | 0.85% | Q4 2025 | Feb 06, 2026 |
| SageGuard Financial Group, LLC | History | New | 1,305 | 375 | 0.06% | — | 688 | +1,305 | New | Q4 2025 | Jan 27, 2026 |
| Narus Financial Partners, LLC | History | Reduced | 1,304 | 375 | 0.1% | 0.1% | 687 | -116 | -8.17% | Q4 2025 | Feb 09, 2026 |
| Caldwell Trust Co | History | Added to | 1,290 | 371 | 0.03% | 0.02% | 689 | +350 | 37.23% | Q4 2025 | Jan 30, 2026 |
| REGIONS FINANCIAL CORP | History | New | 1,285 | 369 | 0.0% | — | 690 | +1,285 | New | Q4 2025 | Jan 27, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 1,280 | 368 | 0.01% | 0.01% | 691 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 1,272 | 366 | 0.0% | 0.0% | 692 | +103 | 8.81% | Q4 2025 | Feb 13, 2026 |
| LEE DANNER & BASS INC | History | Added to | 1,262 | 363 | 0.03% | 0.02% | 693 | +1 | 0.08% | Q4 2025 | Jan 29, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | Added to | 1,261 | 362 | 0.02% | 0.0% | 694 | +1,155 | 1089.62% | Q4 2025 | Feb 13, 2026 |
| FINANCIAL CONSULATE, INC | History | Added to | 1,258 | 362 | 0.05% | 0.05% | 695 | +3 | 0.24% | Q4 2025 | Jan 22, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 1,255 | 361 | 0.02% | 0.03% | 696 | -867 | -40.86% | Q4 2025 | Feb 17, 2026 |
| Nvest Financial, LLC | History | New | 1,250 | 359 | 0.15% | — | 698 | +1,250 | New | Q4 2025 | Feb 10, 2026 |
| Plan Group Financial, LLC | History | New | 1,249 | 359 | 0.09% | — | 699 | +1,249 | New | Q4 2025 | Feb 03, 2026 |
| AIRE ADVISORS, LLC | History | Added to | 1,248 | 359 | 0.07% | 0.06% | 697 | +5 | 0.4% | Q4 2025 | Feb 17, 2026 |
| Csenge Advisory Group | History | Reduced | 1,242 | 357 | 0.02% | 0.03% | 701 | -1,518 | -55.0% | Q4 2025 | Feb 06, 2026 |
| Ballentine Partners, LLC | History | No change | 1,241 | 357 | 0.01% | 0.0% | 700 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| AVAII WEALTH MANAGEMENT, LLC | History | Reduced | 1,240 | 356 | 0.13% | 0.12% | 702 | -12 | -0.96% | Q4 2025 | Jan 13, 2026 |
| Pines Wealth Management, LLC | History | New | 1,235 | 355 | 0.11% | — | 703 | +1,235 | New | Q4 2025 | Feb 02, 2026 |
| AlphaStar Capital Management, LLC | History | Reduced | 1,230 | 354 | 0.03% | 0.03% | 705 | -56 | -4.35% | Q4 2025 | Feb 02, 2026 |
| HM PAYSON & CO | History | No change | 1,233 | 354 | 0.0% | 0.0% | 704 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | Reduced | 1,226 | 352 | 0.03% | 0.02% | 707 | -169 | -12.11% | Q4 2025 | Jan 14, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 1,224 | 352 | 0.01% | 0.01% | 706 | +3 | 0.25% | Q4 2025 | Feb 04, 2026 |
| Summit Asset Management, LLC | History | Added to | 1,223 | 351 | 0.05% | 0.05% | 709 | +29 | 2.43% | Q4 2025 | Feb 09, 2026 |
| Crestwood Advisors Group, LLC | History | No change | 1,222 | 351 | 0.01% | 0.01% | 708 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| PANORAMIC INVESTMENT ADVISORS, LLC | History | Added to | 1,217 | 350 | 0.19% | 0.18% | 711 | +7 | 0.58% | Q4 2025 | Feb 05, 2026 |
| Fiera Capital Corp | History | No change | 1,217 | 350 | 0.0% | 0.0% | 710 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Summit Financial Strategies, Inc. | History | Reduced | 1,214 | 349 | 0.03% | 0.03% | 712 | -26 | -2.1% | Q4 2025 | Jan 27, 2026 |
| River Wealth Advisors LLC | History | No change | 1,213 | 349 | 0.04% | 0.04% | 713 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| DF DENT & CO INC | History | No change | 1,204 | 346 | 0.0% | 0.0% | 714 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Hobart Private Capital, LLC | History | Reduced | 1,199 | 345 | 0.07% | 0.07% | 716 | -11 | -0.91% | Q4 2025 | Jan 27, 2026 |
| Shepherd Financial Partners LLC | History | No change | 1,201 | 345 | 0.03% | 0.03% | 715 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Monetary Solutions, Ltd | History | New | 1,198 | 344 | 0.34% | — | 717 | +1,198 | New | Q4 2025 | Feb 23, 2026 |
| Kestra Investment Management, LLC | History | New | 1,193 | 343 | 0.01% | — | 720 | +1,193 | New | Q4 2025 | Feb 09, 2026 |
| Redwood Financial Network Corp | History | Reduced | 1,194 | 343 | 0.22% | 0.22% | 719 | -142 | -10.63% | Q4 2025 | Feb 10, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 1,193 | 343 | 0.0% | 0.0% | 718 | -83 | -6.5% | Q4 2025 | Jan 30, 2026 |
| GSG Advisors LLC | History | No change | 1,194 | 343 | 0.09% | 0.08% | 721 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| First Bancorp, Inc /ME/ | History | No change | 1,175 | 338 | 0.18% | 0.16% | 722 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| HARMONY ASSET MANAGEMENT LLC | History | No change | 1,175 | 338 | 0.11% | 0.11% | 723 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Peterson Wealth Advisors, LLC | History | New | 1,173 | 337 | 0.04% | — | 724 | +1,173 | New | Q4 2025 | Jan 09, 2026 |
| Octavia Wealth Advisors, LLC | History | Reduced | 1,174 | 337 | 0.03% | 0.03% | 725 | -53 | -4.32% | Q4 2025 | Jan 23, 2026 |
| Berger Financial Group, Inc | History | Added to | 1,168 | 336 | 0.02% | 0.02% | 726 | +9 | 0.78% | Q4 2025 | Jan 27, 2026 |
| Insight Advisors, LLC/ PA | History | Added to | 1,168 | 336 | 0.05% | 0.05% | 727 | +4 | 0.34% | Q4 2025 | Feb 11, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 1,140 | 333 | 0.01% | 0.01% | 728 | +3 | 0.26% | Q4 2025 | Jan 28, 2026 |
| Signature Equity Partners, LLC | History | New | 1,155 | 332 | 0.18% | — | 730 | +1,155 | New | Q4 2025 | Feb 17, 2026 |
| MOSAIC FINANCIAL GROUP, LLC | History | No change | 1,154 | 332 | 0.23% | 0.21% | 729 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Reduced | 1,139 | 327 | 0.01% | 0.01% | 731 | -1 | -0.09% | Q4 2025 | Jan 12, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 1,133 | 326 | 0.02% | 0.02% | 732 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Fearless Solutions, LLC dba Best Invest | History | No change | 1,136 | 326 | 0.2% | 0.19% | 733 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| ALM First Financial Advisors, LLC | History | No change | 1,389 | 325 | 0.06% | 0.06% | 734 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Compass Advisory Group LLC | History | Added to | 1,127 | 324 | 0.09% | 0.08% | 736 | +7 | 0.63% | Q4 2025 | Jan 21, 2026 |
| Coastal Bridge Advisors, LLC | History | Added to | 1,127 | 324 | 0.02% | 0.02% | 735 | +2 | 0.18% | Q4 2025 | Feb 18, 2026 |
| Ballew Advisors, Inc | History | No change | 1,115 | 324 | 0.18% | 0.16% | 737 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Salus Financial Advisors, LLC | History | No change | 1,126 | 324 | 0.19% | 0.18% | 738 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Glass Jacobson Investment Advisors llc | History | Reduced | 1,124 | 323 | 0.12% | 0.13% | 741 | -286 | -20.28% | Q4 2025 | Jan 22, 2026 |
| Apella Capital, LLC | History | Added to | 1,124 | 323 | 0.01% | 0.01% | 740 | +32 | 2.93% | Q4 2025 | Jan 21, 2026 |
| Evolution Wealth Advisors, LLC | History | No change | 1,125 | 323 | 0.03% | 0.04% | 739 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Guardian Asset Advisors, LLC | History | Reduced | 1,120 | 322 | 0.17% | 0.16% | 743 | -3 | -0.27% | Q4 2025 | Jan 29, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 1,119 | 322 | 0.02% | 0.02% | 742 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Acorn Wealth Advisors, LLC | History | Reduced | 1,115 | 320 | 0.1% | 0.27% | 744 | -2,223 | -66.6% | Q4 2025 | Feb 10, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 1,112 | 320 | 0.01% | 0.01% | 745 | +116 | 11.65% | Q4 2025 | Jan 28, 2026 |
| Canvas Wealth Advisors, LLC | History | No change | 1,115 | 320 | 0.05% | 0.05% | 746 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Keystone Financial Group | History | No change | 1,109 | 319 | 0.02% | 0.02% | 747 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| MATRIX PRIVATE CAPITAL GROUP LLC | History | Added to | 1,106 | 318 | 0.16% | 0.14% | 748 | +54 | 5.13% | Q4 2025 | Feb 17, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 1,103 | 317 | 0.02% | 0.01% | 750 | -18 | -1.61% | Q4 2025 | Jan 30, 2026 |
| Fort Sheridan Advisors LLC | History | Reduced | 1,104 | 317 | 0.04% | 0.04% | 749 | -17 | -1.52% | Q4 2025 | Feb 10, 2026 |
| PRUDENT INVESTORS NETWORK, INC. | History | Reduced | 1,100 | 316 | 0.07% | 0.07% | 752 | -15 | -1.35% | Q4 2025 | Feb 05, 2026 |
| Greenhouse Wealth Management, LLC | History | Added to | 1,101 | 316 | 0.19% | 0.17% | 753 | +6 | 0.55% | Q4 2025 | Jan 21, 2026 |
| Private Advisory Group LLC | History | No change | 1,098 | 316 | 0.02% | 0.02% | 751 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Black Diamond Financial, LLC | History | New | 1,091 | 314 | 0.03% | — | 755 | +1,091 | New | Q4 2025 | Feb 03, 2026 |
| ASPIRIANT, LLC | History | Added to | 1,092 | 314 | 0.01% | 0.01% | 754 | +173 | 18.82% | Q4 2025 | Jan 20, 2026 |
| Park Edge Advisors, LLC | History | No change | 1,091 | 314 | 0.07% | 0.07% | 756 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Legacy Edge Advisors, LLC | History | New | 1,085 | 312 | 0.03% | — | 758 | +1,085 | New | Q4 2025 | Feb 02, 2026 |
| Procyon Advisors, LLC | History | Added to | 1,086 | 312 | 0.02% | 0.01% | 757 | +300 | 38.17% | Q4 2025 | Jan 07, 2026 |
| Carson Advisory Inc. | History | Added to | 1,080 | 310 | 0.16% | 0.15% | 759 | +11 | 1.03% | Q4 2025 | Feb 12, 2026 |
| Ironsides Asset Advisors, LLC | History | No change | 1,075 | 309 | 0.08% | 0.07% | 760 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | No change | 1,074 | 309 | 0.02% | 0.02% | 761 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Ifrah Financial Services, Inc. | History | New | 1,069 | 307 | 0.08% | — | 762 | +1,069 | New | Q4 2025 | Jan 22, 2026 |
| Compass Financial Group, INC/SD | History | Added to | 1,064 | 306 | 0.04% | 0.04% | 764 | +65 | 6.51% | Q4 2025 | Jan 27, 2026 |
| Evanson Asset Management, LLC | History | Added to | 1,064 | 306 | 0.02% | 0.02% | 763 | +3 | 0.28% | Q4 2025 | Jan 12, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 1,061 | 305 | 0.01% | — | 768 | +1,061 | New | Q4 2025 | Jan 29, 2026 |
| Callahan Advisors, LLC | History | No change | 1,061 | 305 | 0.03% | 0.02% | 765 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Peregrine Asset Advisers, Inc. | History | No change | 1,062 | 305 | 0.09% | 0.08% | 766 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Passive Capital Management, LLC. | History | No change | 1,063 | 305 | 0.1% | 0.09% | 767 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| ProVise Management Group, LLC | History | No change | 1,055 | 303 | 0.02% | 0.02% | 769 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | History | No change | 1,044 | 303 | 0.04% | 0.05% | 770 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| BLB&B Advisors, LLC | History | Reduced | 1,052 | 302 | 0.01% | 0.01% | 771 | -155 | -12.84% | Q4 2025 | Jan 26, 2026 |
| Upper Left Wealth Management, LLC | History | No change | 1,050 | 302 | 0.18% | 0.17% | 772 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| WINEBRENNER CAPITAL MANAGEMENT LLC | History | Added to | 1,048 | 301 | 0.2% | 0.19% | 774 | +2 | 0.19% | Q4 2025 | Jan 07, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 1,046 | 301 | 0.02% | 0.02% | 773 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 1,044 | 300 | 0.01% | 0.01% | 775 | +47 | 4.71% | Q4 2025 | Feb 05, 2026 |
| APPLETON PARTNERS INC/MA | History | Reduced | 1,040 | 299 | 0.02% | 0.02% | 776 | -50 | -4.59% | Q4 2025 | Jan 09, 2026 |
| Ellis Investment Partners, LLC | History | Added to | 1,040 | 299 | 0.05% | 0.05% | 777 | +5 | 0.48% | Q4 2025 | Feb 02, 2026 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | History | Added to | 1,036 | 298 | 0.04% | 0.04% | 779 | +1 | 0.1% | Q4 2025 | Feb 10, 2026 |
| Chesley Taft & Associates LLC | History | No change | 1,037 | 298 | 0.01% | 0.01% | 778 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Pacific Asset Management, LLC | History | No change | 1,038 | 298 | 0.18% | 0.18% | 780 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Bridgewater Advisors Inc. | History | Reduced | 1,010 | 297 | 0.02% | 0.02% | 781 | -62 | -5.78% | Q4 2025 | Jan 23, 2026 |
| Faithward Advisors, LLC | History | Added to | 1,030 | 296 | 0.04% | 0.04% | 782 | +6 | 0.59% | Q4 2025 | Feb 17, 2026 |
| Rossmore Private Capital | History | No change | 1,025 | 295 | 0.03% | 0.03% | 783 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| London & Capital Asset Management Ltd | History | New | 1,025 | 294 | 0.0% | — | 785 | +1,025 | New | Q4 2025 | Feb 17, 2026 |
| Gainplan LLC | History | New | 1,024 | 294 | 0.11% | — | 784 | +1,024 | New | Q4 2025 | Jan 23, 2026 |
| MN Wealth Advisors, LLC | History | Added to | 1,023 | 294 | 0.15% | 0.14% | 786 | +4 | 0.39% | Q4 2025 | Feb 02, 2026 |
| Lansing Street Advisors | History | Added to | 1,018 | 292 | 0.07% | 0.07% | 787 | +6 | 0.59% | Q4 2025 | Jan 26, 2026 |
| Mission Creek Capital Partners, Inc. | History | Reduced | 1,013 | 291 | 0.06% | 0.05% | 788 | -30 | -2.88% | Q4 2025 | Feb 12, 2026 |
| Investment Planning Advisors, Inc. | History | New | 1,002 | 288 | 0.08% | — | 789 | +1,002 | New | Q4 2025 | Jan 20, 2026 |
| KLCM Advisors, Inc. | History | New | 1,000 | 287 | 0.02% | — | 790 | +1,000 | New | Q4 2025 | Feb 04, 2026 |
| Wilson & Boucher Capital Management, LLC | History | No change | 1,000 | 287 | 0.19% | 0.17% | 791 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Leo Wealth, LLC | History | New | 995 | 286 | 0.02% | — | 792 | +995 | New | Q4 2025 | Jan 21, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 987 | 284 | 0.0% | 0.0% | 793 | +55 | 5.9% | Q4 2025 | Feb 11, 2026 |
| Trilogy Capital Inc. | History | Reduced | 985 | 283 | 0.01% | 0.02% | 795 | -298 | -23.23% | Q4 2025 | Jan 22, 2026 |
| SONATA CAPITAL GROUP INC | History | No change | 985 | 283 | 0.1% | 0.09% | 794 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Fairvoy Private Wealth, LLC | History | No change | 971 | 279 | 0.06% | 0.06% | 796 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | No change | 967 | 278 | 0.02% | 0.02% | 797 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Midwest Trust Co | History | Reduced | 961 | 276 | 0.0% | 0.0% | 799 | -204 | -17.51% | Q4 2025 | Feb 04, 2026 |
| Westfuller Advisors, LLC | History | Reduced | 962 | 276 | 0.11% | 0.12% | 798 | -72 | -6.96% | Q4 2025 | Jan 21, 2026 |
| Miller Financial Services LLC | History | Added to | 958 | 275 | 0.32% | 0.29% | 801 | +1 | 0.1% | Q4 2025 | Feb 12, 2026 |