VANGUARD SPECIALIZED FUNDS - VIG
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Added to | 24,739,680 | 5,437,286 | 0.4% | 0.31% | 1 | +3,448,292 | 16.2% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 12,774,029 | 2,807,476 | 0.17% | 0.16% | 2 | +247,444 | 1.98% | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 10,814,160 | 2,376,736 | 0.43% | 0.43% | 3 | +228,122 | 2.15% | Q4 2025 | Feb 13, 2026 |
| VANGUARD GROUP INC | History | Added to | 10,690,700 | 2,349,601 | 0.03% | 0.03% | 4 | +130,639 | 1.24% | Q4 2025 | Jan 29, 2026 |
| Wealthfront Advisers LLC | History | Added to | 9,879,191 | 2,171,248 | 4.85% | 4.86% | 5 | +287,085 | 2.99% | Q4 2025 | Jan 30, 2026 |
| LPL Financial LLC | History | Added to | 6,909,821 | 1,518,640 | 0.41% | 0.43% | 6 | +31,765 | 0.46% | Q4 2025 | Feb 11, 2026 |
| UBS Group AG | History | Reduced | 6,258,850 | 1,375,570 | 0.22% | 0.21% | 7 | -71,860 | -1.14% | Q4 2025 | Jan 29, 2026 |
| HB Wealth Management, LLC | History | Added to | 5,705,891 | 1,241,057 | 8.03% | 7.97% | 8 | +194,577 | 3.53% | Q4 2025 | Jan 28, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 5,591,809 | 1,228,967 | 0.38% | 0.37% | 9 | +263,218 | 4.94% | Q4 2025 | Feb 18, 2026 |
| ROYAL BANK OF CANADA | History | New | 4,159,179 | 914,105 | 0.15% | — | 10 | +4,159,179 | New | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 3,244,650 | 713,109 | 0.04% | 0.04% | 11 | +127,711 | 4.1% | Q4 2025 | Feb 11, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 2,700,391 | 598,055 | 0.72% | 0.7% | 12 | -10,797 | -0.4% | Q4 2025 | Feb 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 2,617,848 | 575,528 | 0.13% | 0.12% | 13 | +100,973 | 4.01% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 2,571,410 | 565,144 | 0.75% | 0.79% | 14 | -266,595 | -9.39% | Q4 2025 | Feb 12, 2026 |
| HighTower Advisors, LLC | History | Added to | 2,357,937 | 518,227 | 0.57% | 0.57% | 15 | +12,038 | 0.51% | Q4 2025 | Feb 06, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 2,297,764 | 505,002 | 0.15% | 0.14% | 16 | +23,397 | 1.03% | Q4 2025 | Feb 10, 2026 |
| McCarthy & Cox | History | Reduced | 2,263 | 497,429 | 6.03% | 4.94% | 17 | -98,123 | -97.75% | Q4 2025 | Jan 23, 2026 |
| SIGNATUREFD, LLC | History | Added to | 2,147,173 | 471,905 | 7.21% | 6.93% | 18 | +110,938 | 5.45% | Q4 2025 | Jan 20, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 1,888,222 | 415,194 | 0.61% | 0.55% | 19 | +57,230 | 3.13% | Q4 2025 | Feb 17, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 1,736,188 | 381,579 | 0.23% | 0.23% | 20 | +193,353 | 12.53% | Q4 2025 | Feb 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 1,572,682 | 352,393 | 0.48% | 0.49% | 21 | +92,905 | 6.28% | Q4 2025 | Jan 08, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 1,576,329 | 346,445 | 0.22% | 0.23% | 22 | -46,518 | -2.87% | Q4 2025 | Feb 10, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 1,550,778 | 340,829 | 3.94% | 3.99% | 23 | -45,188 | -2.83% | Q4 2025 | Jan 21, 2026 |
| Mariner, LLC | History | Added to | 1,392,298 | 306,000 | 0.36% | 0.39% | 24 | +7,065 | 0.51% | Q4 2025 | Feb 13, 2026 |
| Corient Private Wealth LLC | History | Reduced | 1,365,472 | 294,933 | 0.4% | 0.54% | 25 | -208,194 | -13.23% | Q4 2025 | Mar 09, 2026 |
| Joel Isaacson & Co., LLC | History | Added to | 1,318,257 | 289,726 | 9.57% | 10.04% | 26 | +29,430 | 2.28% | Q4 2025 | Jan 30, 2026 |
| Howard Capital Management Inc. | History | No change | 1,231,457 | 270,649 | 3.5% | 3.51% | 27 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Waverly Advisors, LLC | History | Added to | 1,216,612 | 267,387 | 2.16% | 2.01% | 28 | +284,197 | 30.48% | Q4 2025 | Feb 17, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 1,205,106 | 264,858 | 0.5% | 0.53% | 29 | -5,298 | -0.44% | Q4 2025 | Feb 17, 2026 |
| Trust Point Inc. | History | Added to | 1,201,786 | 264,128 | 20.86% | 20.77% | 30 | +10,102 | 0.85% | Q4 2025 | Jan 13, 2026 |
| Cetera Investment Advisers | History | Reduced | 1,175,067 | 258,256 | 0.28% | 0.31% | 31 | -41,516 | -3.41% | Q4 2025 | Feb 17, 2026 |
| Creative Planning | History | Added to | 1,126,535 | 247,589 | 0.18% | 0.18% | 32 | +9,262 | 0.83% | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 1,069,026 | 234,950 | 0.04% | 0.04% | 33 | -25,667 | -2.34% | Q4 2025 | Feb 10, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 1,058,581 | 232,662 | 0.21% | 0.2% | 34 | +18,704 | 1.8% | Q4 2025 | Feb 13, 2026 |
| MAI Capital Management | History | Reduced | 996,705 | 219,055 | 1.26% | 1.36% | 35 | -11,823 | -1.17% | Q4 2025 | Feb 13, 2026 |
| BROWN ADVISORY INC | History | Added to | 978,762 | 215,112 | 0.3% | 0.27% | 36 | +628 | 0.06% | Q4 2025 | Feb 13, 2026 |
| ASPIRIANT, LLC | History | Reduced | 954,027 | 209,675 | 6.02% | 6.39% | 37 | -14,506 | -1.5% | Q4 2025 | Jan 20, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 894,996 | 196,712 | 0.16% | — | 38 | +894,996 | New | Q4 2025 | Feb 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 860,343 | 189,086 | 0.5% | 0.52% | 39 | -19,057 | -2.17% | Q4 2025 | Feb 05, 2026 |
| Cerity Partners LLC | History | Added to | 857,698 | 188,505 | 0.27% | 0.23% | 40 | +188,735 | 28.21% | Q4 2025 | Feb 11, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 857,525 | 188,466 | 0.25% | 0.25% | 41 | -2,690 | -0.31% | Q4 2025 | Feb 02, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 828,705 | 182,132 | 0.33% | 0.3% | 42 | +126,796 | 18.06% | Q4 2025 | Mar 16, 2026 |
| Cresset Asset Management, LLC | History | Added to | 779,047 | 171,218 | 0.72% | 0.65% | 43 | +85,737 | 12.37% | Q4 2025 | Feb 17, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 772,653 | 170,121 | 0.26% | 0.28% | 44 | +1,375 | 0.18% | Q4 2025 | Feb 18, 2026 |
| Confluence Wealth Services, Inc. | History | Added to | 771,539 | 169,568 | 7.02% | 7.69% | 45 | +48,673 | 6.73% | Q4 2025 | Jan 28, 2026 |
| DAVENPORT & Co LLC | History | Added to | 760,858 | 167,221 | 0.89% | 0.81% | 46 | +60,774 | 8.68% | Q4 2025 | Jan 12, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 753,580 | 165,621 | 0.06% | 0.06% | 47 | -3,544 | -0.47% | Q4 2025 | Feb 12, 2026 |
| Nicholas Hoffman & Company, LLC. | History | Added to | 747,782 | 164,347 | 3.81% | 3.9% | 48 | +2,044 | 0.27% | Q4 2025 | Feb 02, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 717,447 | 157,680 | 0.02% | 0.02% | 49 | +22,055 | 3.17% | Q4 2025 | Mar 25, 2026 |
| Focus Partners Wealth | History | Reduced | 688,833 | 151,342 | 0.17% | 0.25% | 50 | -18,648 | -2.64% | Q4 2025 | Feb 13, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 673,554 | 148,033 | 0.4% | 0.38% | 51 | +6,943 | 1.04% | Q4 2025 | Feb 17, 2026 |
| Diversified Enterprises, LLC | History | Added to | 665,052 | 146,165 | 8.69% | 9.3% | 52 | +24,761 | 3.87% | Q4 2025 | Jan 28, 2026 |
| Baird Financial Group, Inc. | History | Added to | 640,862 | 140,848 | 0.22% | 0.22% | 53 | +7,077 | 1.12% | Q4 2025 | Feb 13, 2026 |
| Align Financial, LLC | History | New | 138,461 | 138,461 | 0.08% | — | 54 | +138,461 | New | Q4 2025 | Feb 17, 2026 |
| Private Advisor Group, LLC | History | Added to | 617,239 | 135,656 | 0.64% | 0.65% | 55 | +161 | 0.03% | Q4 2025 | Feb 17, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 590,724 | 129,829 | 0.32% | 0.34% | 56 | +5,413 | 0.92% | Q4 2025 | Feb 13, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 584,802 | 128,528 | 0.29% | 0.28% | 57 | +28,970 | 5.21% | Q4 2025 | Feb 11, 2026 |
| &PARTNERS | History | Added to | 575,385 | 127,508 | 0.67% | 0.73% | 58 | +51,266 | 9.78% | Q4 2025 | Feb 17, 2026 |
| GLENMEDE TRUST CO NA | History | New | 570,930 | 125,478 | 0.59% | — | 59 | +570,930 | New | Q4 2025 | Feb 17, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 541,017 | 118,904 | 0.49% | 0.39% | 60 | +142,527 | 35.77% | Q4 2025 | Feb 13, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 488,974 | 107,466 | 0.34% | 0.35% | 61 | -17,128 | -3.38% | Q4 2025 | Feb 02, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 473,415 | 104,047 | 0.57% | 1.14% | 62 | -522,461 | -52.46% | Q4 2025 | Jan 29, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 471,538 | 103,634 | 0.57% | 0.56% | 63 | +18,745 | 4.14% | Q4 2025 | Feb 12, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 469,285 | 103,139 | 2.2% | 2.25% | 64 | +6,069 | 1.31% | Q4 2025 | Feb 05, 2026 |
| LM Advisors LLC | History | Reduced | 22,147 | 100,763 | 1.81% | 3.11% | 65 | -77,773 | -77.84% | Q4 2025 | Feb 13, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 451,838 | 99,305 | 0.02% | 0.02% | 66 | +6,971 | 1.57% | Q4 2025 | Feb 11, 2026 |
| FMR LLC | History | Added to | 449,187 | 98,722 | 0.01% | 0.0% | 67 | +10,902 | 2.49% | Q4 2025 | Feb 17, 2026 |
| Haverford Trust Co | History | Added to | 402,947 | 88,559 | 0.79% | 0.76% | 68 | +13,820 | 3.55% | Q4 2025 | Feb 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 382,031 | 83,962 | 0.05% | 0.05% | 69 | +24,777 | 6.94% | Q4 2025 | Feb 06, 2026 |
| 360 Financial, Inc. | History | Added to | 380,314 | 83,585 | 25.26% | 24.96% | 70 | +20,710 | 5.76% | Q4 2025 | Feb 13, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 364,855 | 80,187 | 0.24% | 0.22% | 71 | +26,463 | 7.82% | Q4 2025 | Feb 13, 2026 |
| NewEdge Advisors, LLC | History | Added to | 356,184 | 78,282 | 0.28% | 0.33% | 72 | +21,474 | 6.42% | Q4 2025 | Feb 18, 2026 |
| Systematic Alpha Investments, LLC | History | No change | 353,000 | 77,582 | 2.42% | 2.51% | 73 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 348,480 | 76,588 | 0.43% | 0.35% | 74 | +81,658 | 30.6% | Q4 2025 | Feb 03, 2026 |
| Hubbell Strickland Wealth Management, LLC | History | Reduced | 344,235 | 75,655 | 30.44% | 30.77% | 75 | -2,355 | -0.68% | Q4 2025 | Jan 20, 2026 |
| Stokes Family Office, LLC | History | Reduced | 342,887 | 75,359 | 6.89% | 9.0% | 76 | -96,233 | -21.91% | Q4 2025 | Feb 18, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 336,436 | 73,942 | 0.63% | 0.54% | 77 | +13,625 | 4.22% | Q4 2025 | Jan 05, 2026 |
| Brookstone Capital Management | History | Added to | 329,974 | 72,521 | 0.83% | 0.82% | 78 | +10,567 | 3.31% | Q4 2025 | Jan 15, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | History | Added to | 317,797 | 69,845 | 2.91% | 2.87% | 79 | +7,299 | 2.35% | Q4 2025 | Feb 13, 2026 |
| Perfromance Wealth Partners, LLC | History | Reduced | 314,584 | 69,139 | 1.87% | 1.9% | 80 | -1,250 | -0.4% | Q4 2025 | Jan 21, 2026 |
| Paragon Capital Management Ltd | History | Reduced | 308,695 | 67,845 | 13.5% | 12.66% | 81 | -3,190 | -1.02% | Q4 2025 | Jan 22, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 304,599 | 66,944 | 0.47% | 0.5% | 82 | +30,116 | 10.97% | Q4 2025 | Feb 18, 2026 |
| Advisor OS, LLC | History | Added to | 303,355 | 66,671 | 5.37% | 5.42% | 83 | +12,427 | 4.27% | Q4 2025 | Feb 04, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Added to | 301,164 | 66,189 | 0.72% | 0.23% | 84 | +205,832 | 215.91% | Q4 2025 | Feb 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 295,121 | 64,861 | 0.01% | 0.01% | 85 | -82,706 | -21.89% | Q4 2025 | Feb 17, 2026 |
| MJP ASSOCIATES INC /ADV | History | Added to | 294,138 | 64,645 | 8.09% | 7.88% | 86 | +16,836 | 6.07% | Q4 2025 | Feb 06, 2026 |
| Berkshire Money Management, Inc. | History | Reduced | 283,087 | 62,216 | 5.94% | 6.29% | 87 | -2 | -0.0% | Q4 2025 | Jan 27, 2026 |
| PDS Planning, Inc | History | Added to | 277,806 | 61,056 | 4.08% | 4.12% | 88 | +1,771 | 0.64% | Q4 2025 | Jan 26, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 274,489 | 60,327 | 0.41% | 0.46% | 89 | -14,200 | -4.92% | Q4 2025 | Feb 17, 2026 |
| True Link Financial Advisors, LLC | History | Added to | 270,984 | 59,556 | 3.62% | 1.88% | 90 | +135,391 | 99.85% | Q4 2025 | Jan 29, 2026 |
| PLANNING ALTERNATIVES LTD /ADV | History | Reduced | 267,563 | 58,804 | 7.41% | 7.46% | 91 | -1,477 | -0.55% | Q4 2025 | Feb 06, 2026 |
| Provenance Wealth Advisors, LLC | History | Reduced | 265,824 | 58,422 | 6.47% | 7.6% | 92 | -6,648 | -2.44% | Q4 2025 | Jan 26, 2026 |
| Enclave Advisors LLC | History | Reduced | 265,206 | 58,287 | 8.26% | 9.14% | 93 | -12,096 | -4.36% | Q4 2025 | Jan 14, 2026 |
| Evensky & Katz LLC | History | Added to | 260,157 | 57,177 | 3.23% | 3.23% | 94 | +2,432 | 0.94% | Q4 2025 | Feb 05, 2026 |
| US BANCORP \DE\ | History | Reduced | 252,156 | 55,419 | 0.06% | 0.06% | 95 | -1,697 | -0.67% | Q4 2025 | Jan 30, 2026 |
| Wealth Architects, LLC | History | Added to | 245,249 | 53,900 | 4.86% | 4.97% | 96 | +1,187 | 0.49% | Q4 2025 | Feb 17, 2026 |
| GLOBALT Investments LLC / GA | History | Reduced | 240,847 | 52,933 | 1.93% | 1.91% | 97 | -2,113 | -0.87% | Q4 2025 | Feb 06, 2026 |
| Principle Wealth Partners LLC | History | Reduced | 231,695 | 50,922 | 2.87% | 3.06% | 98 | -12,538 | -5.13% | Q4 2025 | Feb 06, 2026 |
| NORTHERN TRUST CORP | History | Added to | 230,229 | 50,599 | 0.01% | 0.01% | 99 | +11,940 | 5.47% | Q4 2025 | Feb 17, 2026 |
| Noble Family Wealth, LLC | History | Added to | 225,987 | 49,667 | 10.47% | 10.55% | 100 | +4,317 | 1.95% | Q4 2025 | Jan 07, 2026 |
| New England Private Wealth Advisors LLC | History | Reduced | 225,971 | 49,663 | 6.18% | 6.46% | 101 | -1,289 | -0.57% | Q4 2025 | Feb 13, 2026 |
| Avantax Planning Partners, Inc. | History | Reduced | 225,257 | 49,506 | 1.38% | 1.45% | 102 | -9,247 | -3.94% | Q4 2025 | Feb 05, 2026 |
| Intellus Advisors LLC | History | Added to | 219,825 | 48,313 | 6.41% | 6.46% | 103 | +792 | 0.36% | Q4 2025 | Feb 06, 2026 |
| CITIGROUP INC | History | Reduced | 213,122 | 46,840 | 0.02% | 0.02% | 104 | -8,555 | -3.86% | Q4 2025 | Feb 13, 2026 |
| Pathstone Holdings, LLC | History | New | 212,965 | 46,805 | 0.18% | — | 105 | +212,965 | New | Q4 2025 | Feb 13, 2026 |
| Capital Advisors Wealth Management, LLC | History | Added to | 206,552 | 45,396 | 6.18% | 6.14% | 106 | +7,067 | 3.54% | Q4 2025 | Jan 21, 2026 |
| E&G Advisors, LP | History | Reduced | 201,209 | 44,162 | 9.88% | 10.16% | 107 | -1,245 | -0.61% | Q4 2025 | Jan 23, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | History | Added to | 200,557 | 44,078 | 6.88% | 7.51% | 108 | +10,941 | 5.77% | Q4 2025 | Feb 03, 2026 |
| HOWARD FINANCIAL SERVICES, LTD. | History | Added to | 195,818 | 43,036 | 5.03% | 4.98% | 109 | +7,141 | 3.78% | Q4 2025 | Jan 12, 2026 |
| Ballentine Partners, LLC | History | Reduced | 192,392 | 42,283 | 0.59% | 0.58% | 110 | -540 | -0.28% | Q4 2025 | Feb 03, 2026 |
| Frazier Financial Advisors, LLC | History | Added to | 191,779 | 42,149 | 24.96% | 24.73% | 111 | +5,111 | 2.74% | Q4 2025 | Feb 09, 2026 |
| Aurdan Capital Management, LLC | History | Added to | 190,876 | 41,950 | 12.94% | 12.49% | 112 | +8,940 | 4.91% | Q4 2025 | Jan 12, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 190,165 | 41,794 | 0.26% | 0.26% | 113 | +3,175 | 1.7% | Q4 2025 | Jan 29, 2026 |
| Connecticut Wealth Management, LLC | History | Reduced | 190,049 | 41,768 | 1.82% | 1.86% | 114 | -3,686 | -1.9% | Q4 2025 | Feb 12, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 188,762 | 41,486 | 0.51% | 0.5% | 115 | +5,883 | 3.22% | Q4 2025 | Jan 21, 2026 |
| TD Capital Management LLC | History | Reduced | 188,120 | 41,344 | 3.67% | 3.66% | 116 | -473 | -0.25% | Q4 2025 | Feb 26, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 186,924 | 41,082 | 0.47% | 0.64% | 117 | +15,078 | 8.77% | Q4 2025 | Jan 29, 2026 |
| EVOKE WEALTH, LLC | History | Added to | 179,740 | 39,503 | 0.74% | 0.77% | 118 | +4,962 | 2.84% | Q4 2025 | Feb 06, 2026 |
| Florida Trust Wealth Management Co | History | Reduced | 179,530 | 39,457 | 1.09% | 1.12% | 119 | -2,680 | -1.47% | Q4 2025 | Jan 20, 2026 |
| RATIONAL ADVISORS, INC. | History | Reduced | 178,338 | 39,195 | 4.01% | 4.17% | 120 | -16,053 | -8.26% | Q4 2025 | Feb 10, 2026 |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | History | Added to | 177,970 | 39,114 | 5.64% | 5.52% | 121 | +3,121 | 1.78% | Q4 2025 | Feb 06, 2026 |
| American Financial Advisors, LLC | History | Reduced | 177,487 | 39,008 | 5.04% | 5.13% | 122 | -6,900 | -3.74% | Q4 2025 | Feb 03, 2026 |
| WEST PACES ADVISORS INC. | History | Added to | 175,966 | 38,673 | 7.48% | 7.34% | 123 | +5,116 | 2.99% | Q4 2025 | Jan 21, 2026 |
| Laurel Wealth Advisors LLC | History | Added to | 174,743 | 38,404 | 5.08% | 5.25% | 124 | +697 | 0.4% | Q4 2025 | Jan 30, 2026 |
| Clearstead Advisors, LLC | History | Added to | 174,624 | 38,378 | 0.48% | 0.47% | 125 | +10,088 | 6.13% | Q4 2025 | Feb 09, 2026 |
| Prodigy Asset Management LLC | History | Added to | 172,617 | 37,937 | 13.32% | 16.55% | 126 | +2,663 | 1.57% | Q4 2025 | Feb 10, 2026 |
| Crews Bank & Trust | History | Added to | 172,154 | 37,836 | 5.41% | 5.03% | 127 | +12,959 | 8.14% | Q4 2025 | Jan 21, 2026 |
| FIDELIS iM, LLC | History | Added to | 171,696 | 37,735 | 14.65% | 14.38% | 128 | +20,812 | 13.79% | Q4 2025 | Jan 23, 2026 |
| Vise Technologies, Inc. | History | Added to | 169,613 | 37,277 | 0.73% | 0.76% | 129 | +75,352 | 79.94% | Q4 2025 | Feb 11, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Added to | 169,034 | 37,160 | 3.32% | 3.73% | 130 | +272 | 0.16% | Q4 2025 | Jan 30, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 168,882 | 37,116 | 0.02% | 0.02% | 131 | +34,446 | 25.62% | Q4 2025 | Feb 17, 2026 |
| Diversified Trust Co | History | Added to | 167,963 | 36,915 | 0.68% | 0.71% | 132 | +3,966 | 2.42% | Q4 2025 | Jan 09, 2026 |
| Arlington Trust Co LLC | History | Reduced | 167,220 | 36,751 | 3.75% | 7.07% | 133 | -14,953 | -8.21% | Q4 2025 | Jan 30, 2026 |
| INVESTMENT ADVISORY SERVICES INC /TX /ADV | History | Added to | 162,534 | 35,721 | 11.17% | 10.93% | 134 | +1,712 | 1.06% | Q4 2025 | Jan 22, 2026 |
| EP Wealth Advisors, LLC | History | New | 161,756 | 35,550 | 0.18% | — | 135 | +161,756 | New | Q4 2025 | Feb 18, 2026 |
| Betterment LLC | History | Added to | 159,921 | 35,147 | 0.07% | 0.07% | 136 | +5,428 | 3.51% | Q4 2025 | Feb 12, 2026 |
| BlackRock, Inc. | History | Added to | 159,627 | 35,082 | 0.0% | 0.0% | 137 | +106,429 | 200.06% | Q4 2025 | Feb 12, 2026 |
| Allworth Financial LP | History | New | 159,395 | 35,031 | 0.14% | — | 138 | +159,395 | New | Q4 2025 | Feb 05, 2026 |
| Buska Wealth Management, LLC | History | Reduced | 159,153 | 34,978 | 12.92% | 13.09% | 139 | -43,019 | -21.28% | Q4 2025 | Jan 22, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 158,053 | 34,742 | 0.26% | — | 140 | +158,053 | New | Q4 2025 | Feb 18, 2026 |
| Human Investing LLC | History | Reduced | 157,578 | 34,632 | 4.89% | 5.12% | 141 | -2,897 | -1.81% | Q4 2025 | Jan 27, 2026 |
| Cornerstone Advisory, LLC | History | Added to | 154,173 | 33,884 | 3.23% | 3.27% | 142 | +70 | 0.05% | Q4 2025 | Jan 28, 2026 |
| M&T BANK CORP | History | Reduced | 153,212 | 33,672 | 0.11% | 0.12% | 143 | -6,493 | -4.07% | Q4 2025 | Jan 30, 2026 |
| AMG National Trust Bank | History | Added to | 153,186 | 33,667 | 0.79% | 0.64% | 144 | +30,977 | 25.35% | Q4 2025 | Jan 30, 2026 |
| Valmark Advisers, Inc. | History | Added to | 153,038 | 33,634 | 0.41% | 0.43% | 145 | +407 | 0.27% | Q4 2025 | Jan 26, 2026 |
| Seneca Financial Advisors LLC | History | Added to | 147,661 | 32,452 | 9.88% | 10.36% | 146 | +673 | 0.46% | Q4 2025 | Jan 26, 2026 |
| Advisory Alpha, LLC | History | Reduced | 147,445 | 32,406 | 0.88% | 0.89% | 147 | -23 | -0.02% | Q4 2025 | Feb 06, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Added to | 147,330 | 32,380 | 0.09% | 0.08% | 148 | +345 | 0.23% | Q4 2025 | Feb 17, 2026 |
| Capital Advisors, Ltd. LLC | History | Reduced | 145,080 | 31,886 | 3.6% | 3.65% | 149 | -4,869 | -3.25% | Q4 2025 | Jan 21, 2026 |
| Quantinno Capital Management LP | History | Added to | 144,180 | 31,688 | 0.06% | 0.07% | 150 | +28,201 | 24.32% | Q4 2025 | Feb 17, 2026 |
| STUDIO INVESTMENT MANAGEMENT LLC | History | Reduced | 144,060 | 31,661 | 5.78% | 5.9% | 151 | -196 | -0.14% | Q4 2025 | Feb 09, 2026 |
| SAPIENT CAPITAL LLC | History | Added to | 141,986 | 31,436 | 0.44% | 0.33% | 152 | +41,038 | 40.65% | Q4 2025 | Feb 05, 2026 |
| Crane Advisory, LLC | History | Added to | 138,104 | 31,157 | 4.71% | 4.7% | 153 | +300 | 0.22% | Q4 2025 | Jan 15, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 139,357 | 30,627 | 0.33% | 0.28% | 154 | +53,466 | 62.25% | Q4 2025 | Jan 23, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 139,256 | 30,605 | 1.8% | 1.99% | 155 | +3,811 | 2.81% | Q4 2025 | Feb 10, 2026 |
| Firestone Capital Management | History | Reduced | 138,672 | 30,477 | 6.47% | 6.56% | 156 | -1,898 | -1.35% | Q4 2025 | Feb 09, 2026 |
| NOVEM GROUP | History | Added to | 138,519 | 30,443 | 3.5% | 3.37% | 157 | +5,095 | 3.82% | Q4 2025 | Jan 27, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 138,366 | 30,407 | 0.12% | 0.13% | 158 | -495 | -0.36% | Q4 2025 | Feb 12, 2026 |
| ProVise Management Group, LLC | History | Reduced | 136,120 | 29,916 | 2.13% | 2.18% | 159 | -639 | -0.47% | Q4 2025 | Jan 29, 2026 |
| KilterHowling LLC | History | Added to | 135,572 | 29,796 | 15.1% | 15.64% | 160 | +5,382 | 4.13% | Q4 2025 | Feb 13, 2026 |
| Klaas Financial Asset Advisors, LLC | History | Added to | 134,157 | 29,484 | 4.28% | 4.29% | 161 | +1,589 | 1.2% | Q4 2025 | Jan 27, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 132,885 | 29,205 | 0.72% | 0.69% | 162 | +10,154 | 8.27% | Q4 2025 | Feb 09, 2026 |
| Horizon Investments, LLC | History | Added to | 130,025 | 28,576 | 0.36% | 0.37% | 163 | +969 | 0.75% | Q4 2025 | Feb 02, 2026 |
| AGF MANAGEMENT LTD | History | Reduced | 129,446 | 28,449 | 0.12% | 0.13% | 164 | -2,895 | -2.19% | Q4 2025 | Feb 17, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | Added to | 128,253 | 28,187 | 1.15% | 0.89% | 165 | +29,645 | 30.06% | Q4 2025 | Jan 16, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Reduced | 127,782 | 28,084 | 0.58% | 0.76% | 166 | -69,228 | -35.14% | Q4 2025 | Feb 05, 2026 |
| Resonant Capital Advisors, LLC | History | Added to | 125,624 | 27,609 | 1.52% | 1.56% | 167 | +1,716 | 1.38% | Q4 2025 | Jan 29, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 125,345 | 27,548 | 1.01% | 1.01% | 168 | +6,681 | 5.63% | Q4 2025 | Feb 06, 2026 |
| CWM, LLC | History | Added to | 125,241 | 27,525 | 0.07% | 0.07% | 169 | +17,783 | 16.55% | Q4 2025 | Jan 26, 2026 |
| Ball & Co Wealth Management Inc. | History | Added to | 124,512 | 27,365 | 17.62% | 13.39% | 170 | +31,254 | 33.51% | Q4 2025 | Jan 23, 2026 |
| McCarthy Asset Management, Inc. | History | Added to | 124,158 | 27,287 | 14.24% | 17.0% | 171 | +1,428 | 1.16% | Q4 2025 | Feb 03, 2026 |
| Compton Wealth Advisory Group, LLC | History | Reduced | 123,326 | 27,104 | 5.92% | 6.2% | 172 | -783 | -0.63% | Q4 2025 | Jan 13, 2026 |
| NORTHEAST INVESTMENT MANAGEMENT | History | Reduced | 123,277 | 27,093 | 1.06% | 1.1% | 173 | -3,827 | -3.01% | Q4 2025 | Feb 04, 2026 |
| Granite FO LLC | History | Reduced | 123,135 | 27,062 | 14.44% | 14.49% | 174 | -527 | -0.43% | Q4 2025 | Feb 06, 2026 |
| Select Asset Management & Trust | History | Added to | 122,631 | 26,952 | 8.38% | 8.09% | 175 | +842 | 0.69% | Q4 2025 | Feb 10, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 122,530 | 26,928 | 0.02% | 0.03% | 176 | +5,194 | 4.43% | Q4 2025 | Feb 17, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Reduced | 122,393 | 26,899 | 2.7% | 2.8% | 177 | -1,962 | -1.58% | Q4 2025 | Jan 27, 2026 |
| Mutual Advisors, LLC | History | Added to | 120,240 | 26,426 | 0.57% | 0.57% | 178 | +807 | 0.68% | Q4 2025 | Feb 02, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 120,020 | 26,378 | 0.3% | 0.31% | 179 | -873 | -0.72% | Q4 2025 | Jan 20, 2026 |
| Carr Financial Group Corp | History | Added to | 119,953 | 26,363 | 7.01% | 7.07% | 180 | +672 | 0.56% | Q4 2025 | Jan 09, 2026 |
| Ariston Services Group | History | No change | 117,216 | 25,761 | 15.11% | 15.24% | 181 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Capital Advantage, Inc. | History | Added to | 116,970 | 25,707 | 3.47% | 3.72% | 182 | +2,328 | 2.03% | Q4 2025 | Jan 07, 2026 |
| Compass Financial Group, INC/SD | History | Added to | 116,071 | 25,510 | 3.64% | 3.76% | 183 | +237 | 0.2% | Q4 2025 | Jan 27, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | Reduced | 115,603 | 25,407 | 2.69% | 2.79% | 184 | -1,044 | -0.9% | Q4 2025 | Jan 09, 2026 |
| Goepper Burkhardt LLC | History | Added to | 115,252 | 25,330 | 8.25% | 7.99% | 185 | +6,659 | 6.13% | Q4 2025 | Feb 09, 2026 |
| MONTAG A & ASSOCIATES INC | History | Reduced | 115,251 | 25,329 | 1.16% | 1.15% | 186 | -264 | -0.23% | Q4 2025 | Feb 02, 2026 |
| Americana Partners, LLC | History | Added to | 114,868 | 25,245 | 0.69% | 0.68% | 187 | +9,911 | 9.44% | Q4 2025 | Feb 06, 2026 |
| Wharton Business Group, LLC | History | Added to | 113,988 | 25,052 | 0.95% | 1.07% | 188 | +280 | 0.25% | Q4 2025 | Feb 11, 2026 |
| GEN Financial Management, INC. | History | Added to | 113,422 | 24,927 | 15.69% | 16.78% | 189 | +23,342 | 25.91% | Q4 2025 | Jan 15, 2026 |
| Prepared Retirement Institute LLC | History | Added to | 113,216 | 24,882 | 12.52% | 12.05% | 190 | +6,040 | 5.64% | Q4 2025 | Jan 29, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 111,977 | 24,610 | 0.48% | 0.5% | 191 | -285 | -0.25% | Q4 2025 | Jan 14, 2026 |
| Cascades Capital Asset Management, LLC | History | Added to | 111,622 | 24,532 | 10.27% | 9.5% | 192 | +11,575 | 11.57% | Q4 2025 | Feb 04, 2026 |
| SouthState Bank Corp | History | Added to | 111,444 | 24,493 | 1.1% | 1.0% | 193 | +10,518 | 10.42% | Q4 2025 | Feb 11, 2026 |
| PFG Advisors | History | Reduced | 111,271 | 24,455 | 1.19% | 1.39% | 194 | -45,818 | -29.17% | Q4 2025 | Jan 27, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 110,610 | 24,309 | 0.3% | 0.31% | 195 | -2,119 | -1.88% | Q4 2025 | Feb 05, 2026 |
| COMERICA BANK | History | Added to | 110,466 | 24,278 | 0.1% | 0.09% | 196 | +4,946 | 4.69% | Q4 2025 | Jan 29, 2026 |
| Retirement Planning Group, LLC | History | Reduced | 110,135 | 24,205 | 0.8% | 0.9% | 197 | -9,348 | -7.82% | Q4 2025 | Feb 03, 2026 |
| SCS Capital Management LLC | History | Reduced | 109,931 | 24,160 | 0.26% | 0.28% | 198 | -10,682 | -8.86% | Q4 2025 | Feb 10, 2026 |
| NewEdge Wealth, LLC | History | Added to | 109,754 | 24,121 | 0.27% | 0.32% | 199 | +6,914 | 6.72% | Q4 2025 | Feb 03, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 109,008 | 23,957 | 0.31% | 0.32% | 200 | -2,718 | -2.43% | Q4 2025 | Feb 09, 2026 |
| Coston, McIsaac & Partners | History | Added to | 106,817 | 23,475 | 5.45% | 5.18% | 201 | +6,050 | 6.0% | Q4 2025 | Feb 03, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 106,600 | 23,428 | 0.0% | 0.0% | 202 | -30,610 | -22.31% | Q4 2025 | Feb 17, 2026 |
| IFP Advisors, Inc | History | Added to | 105,979 | 23,292 | 0.52% | 0.59% | 203 | +9 | 0.01% | Q4 2025 | Feb 06, 2026 |
| Focus Financial Network, Inc. | History | Added to | 105,749 | 23,241 | 0.81% | 0.76% | 204 | +6,853 | 6.93% | Q4 2025 | Jan 12, 2026 |
| Allen Investment Management, LLC | History | Added to | 105,610 | 23,210 | 0.26% | 0.16% | 205 | +40,762 | 62.86% | Q4 2025 | Feb 10, 2026 |
| SimpliFi, Inc. | History | Added to | 104,848 | 23,043 | 9.75% | 5.46% | 206 | +45,726 | 77.34% | Q4 2025 | Jan 23, 2026 |
| Carnegie Investment Counsel | History | Reduced | 104,022 | 22,862 | 0.42% | 0.44% | 207 | -4,866 | -4.47% | Q4 2025 | Jan 23, 2026 |
| Family CFO Inc | History | Added to | 103,759 | 22,804 | 10.2% | 10.31% | 208 | +13 | 0.01% | Q4 2025 | Jan 23, 2026 |
| BURNS J W & CO INC/NY | History | Added to | 103,214 | 22,684 | 2.51% | 2.47% | 209 | +2,065 | 2.04% | Q4 2025 | Jan 12, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 103,146 | 22,669 | 1.0% | 0.94% | 210 | -766 | -0.74% | Q4 2025 | Feb 17, 2026 |
| Lido Advisors, LLC | History | Added to | 103,813 | 22,534 | 0.07% | 0.07% | 211 | +3,344 | 3.33% | Q4 2025 | Feb 10, 2026 |
| Fusion Capital, LLC | History | Added to | 102,197 | 22,460 | 6.32% | 6.38% | 212 | +1,189 | 1.18% | Q4 2025 | Feb 04, 2026 |
| Clarity Wealth Advisors, LLC | History | Added to | 101,764 | 22,365 | 4.56% | 4.76% | 213 | +1,651 | 1.65% | Q4 2025 | Jan 23, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 101,713 | 22,354 | 0.22% | 0.23% | 214 | -1,327 | -1.29% | Q4 2025 | Feb 13, 2026 |
| Western Wealth Management, LLC | History | Reduced | 101,623 | 22,334 | 1.03% | 1.16% | 215 | -263 | -0.26% | Q4 2025 | Feb 05, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 101,142 | 22,229 | 0.57% | 0.57% | 216 | +4,405 | 4.55% | Q4 2025 | Feb 17, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 101,105 | 22,220 | 0.57% | 0.56% | 217 | -873 | -0.86% | Q4 2025 | Feb 03, 2026 |
| JT Stratford LLC | History | Reduced | 100,677 | 22,126 | 2.84% | 3.9% | 218 | -34,245 | -25.38% | Q4 2025 | Feb 12, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | Reduced | 100,388 | 22,063 | 7.26% | 7.34% | 219 | -1,492 | -1.46% | Q4 2025 | Jan 27, 2026 |
| KINTRA WEALTH, LLC | History | New | 100,281 | 22,039 | 3.07% | — | 220 | +100,281 | New | Q4 2025 | Feb 18, 2026 |
| FLYWHEEL PRIVATE WEALTH LLC | History | Added to | 99,543 | 21,877 | 13.66% | 14.07% | 221 | +16,058 | 19.23% | Q4 2025 | Jan 14, 2026 |
| ROMANO BROTHERS AND COMPANY | History | Added to | 99,388 | 21,843 | 2.48% | 2.39% | 222 | +2,402 | 2.48% | Q4 2025 | Jan 14, 2026 |
| ASSOCIATED BANC-CORP | History | Added to | 97,982 | 21,534 | 0.55% | 0.55% | 223 | +1,172 | 1.21% | Q4 2025 | Feb 06, 2026 |
| AMARA FINANCIAL, LLC. | History | Added to | 97,959 | 21,529 | 14.91% | 14.32% | 224 | +7,858 | 8.72% | Q4 2025 | Feb 03, 2026 |
| Mittelman Wealth Management | History | Reduced | 97,957 | 21,529 | 13.99% | 14.67% | 225 | -5,900 | -5.68% | Q4 2025 | Feb 17, 2026 |
| Roof Eidam Maycock Peralta, LLC | History | Added to | 97,721 | 21,477 | 4.87% | 5.03% | 226 | +1,840 | 1.92% | Q4 2025 | Jan 26, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 97,097 | 21,339 | 0.52% | 0.51% | 227 | +621 | 0.64% | Q4 2025 | Feb 13, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 96,734 | 21,260 | 0.31% | 0.29% | 228 | +7,331 | 8.2% | Q4 2025 | Feb 09, 2026 |
| Snider Financial Group | History | Added to | 96,663 | 21,244 | 5.66% | 5.48% | 229 | +3,632 | 3.9% | Q4 2025 | Jan 21, 2026 |
| Addison Advisors LLC | History | Added to | 96,315 | 21,168 | 4.76% | 4.79% | 230 | +604 | 0.63% | Q4 2025 | Feb 06, 2026 |
| JNBA Financial Advisors | History | Reduced | 96,219 | 21,146 | 1.85% | 1.9% | 231 | -578 | -0.6% | Q4 2025 | Jan 26, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 96,040 | 21,107 | 0.06% | 0.04% | 232 | +36,711 | 61.88% | Q4 2025 | Jan 26, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 96,027 | 21,104 | 1.1% | 1.15% | 233 | -506 | -0.52% | Q4 2025 | Feb 05, 2026 |
| Tradition Wealth Management, LLC | History | Reduced | 95,786 | 21,051 | 1.51% | 1.54% | 234 | -737 | -0.76% | Q4 2025 | Feb 11, 2026 |
| Juno Financial Group LLC | History | New | 94,835 | 20,842 | 8.34% | — | 235 | +94,835 | New | Q4 2025 | Jan 28, 2026 |
| Family Manage LLC | History | Reduced | 93,741 | 20,602 | 2.6% | 2.8% | 236 | -612 | -0.65% | Q4 2025 | Feb 17, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 92,487 | 20,327 | 0.03% | 0.03% | 237 | +5,480 | 6.3% | Q4 2025 | Feb 10, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 91,609 | 20,133 | 0.76% | 0.73% | 238 | +3,171 | 3.59% | Q4 2025 | Feb 17, 2026 |
| Wheelhouse Advisory Group LLC | History | Added to | 90,847 | 20,119 | 7.65% | 7.83% | 239 | +6,571 | 7.8% | Q4 2025 | Jan 29, 2026 |
| BIP Wealth, LLC | History | Added to | 91,329 | 20,072 | 0.71% | 0.34% | 240 | +59,825 | 189.9% | Q4 2025 | Jan 21, 2026 |
| Annex Advisory Services, LLC | History | Reduced | 91,233 | 20,051 | 0.38% | 0.44% | 241 | -4,849 | -5.05% | Q4 2025 | Jan 26, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 91,128 | 20,028 | 0.97% | 0.55% | 242 | +49,042 | 116.53% | Q4 2025 | Jan 28, 2026 |
| CENTRAL TRUST Co | History | Reduced | 90,729 | 19,940 | 0.39% | 0.44% | 243 | -6,252 | -6.45% | Q4 2025 | Feb 02, 2026 |
| Raub Brock Capital Management LP | History | Added to | 90,382 | 19,864 | 4.42% | 0.2% | 244 | +86,085 | 2003.37% | Q4 2025 | Jan 15, 2026 |
| Aprio Wealth Management, LLC | History | New | 1,352 | 19,859 | 1.14% | — | 245 | +1,352 | New | Q4 2025 | Jan 29, 2026 |
| FAS Wealth Partners, Inc. | History | Reduced | 89,981 | 19,776 | 1.28% | 1.33% | 246 | -1,300 | -1.42% | Q4 2025 | Feb 18, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 89,870 | 19,751 | 0.26% | 0.26% | 247 | +2,722 | 3.12% | Q4 2025 | Jan 30, 2026 |
| Coastline Complete Wealth LLC | History | New | 88,538 | 19,458 | 12.25% | — | 248 | +88,538 | New | Q4 2025 | Feb 24, 2026 |
| Wingate Wealth Advisors, Inc. | History | Added to | 88,444 | 19,438 | 10.85% | 2.77% | 249 | +69,922 | 377.51% | Q4 2025 | Jan 28, 2026 |
| Whitegate Investment Counselors, Inc. | History | Added to | 88,363 | 19,420 | 6.07% | 6.27% | 250 | +154 | 0.17% | Q4 2025 | Feb 10, 2026 |
| SMITH, MOORE & CO. | History | Added to | 87,953 | 19,330 | 1.46% | 1.42% | 251 | +1,914 | 2.22% | Q4 2025 | Jan 23, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Added to | 87,863 | 19,310 | 1.3% | 1.3% | 253 | +267 | 0.3% | Q4 2025 | Jan 08, 2026 |
| FORBES J M & CO LLP | History | Added to | 87,865 | 19,310 | 1.56% | 1.57% | 252 | +114 | 0.13% | Q4 2025 | Jan 21, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 87,657 | 19,265 | 0.91% | 0.81% | 254 | +1,169 | 1.35% | Q4 2025 | Jan 21, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 86,820 | 19,081 | 0.26% | 0.28% | 255 | +17,609 | 25.44% | Q4 2025 | Feb 06, 2026 |
| Curi Capital, LLC | History | Reduced | 86,712 | 19,057 | 0.33% | 0.35% | 256 | -2,014 | -2.27% | Q4 2025 | Feb 17, 2026 |
| Hapanowicz & Associates Financial Services, Inc | History | Added to | 86,592 | 19,031 | 7.46% | 8.48% | 257 | +1,449 | 1.7% | Q4 2025 | Feb 11, 2026 |
| CM WEALTH ADVISORS LLC | History | Reduced | 86,318 | 18,970 | 4.29% | 4.94% | 258 | -303 | -0.35% | Q4 2025 | Jan 26, 2026 |
| HBK Sorce Advisory LLC | History | Reduced | 81,450 | 18,695 | 0.43% | 0.45% | 259 | -986 | -1.2% | Q4 2025 | Feb 09, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 84,297 | 18,526 | 1.02% | 0.99% | 260 | +3,034 | 3.73% | Q4 2025 | Feb 10, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Reduced | 83,148 | 18,274 | 2.0% | 2.13% | 261 | -3,674 | -4.23% | Q4 2025 | Feb 18, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 83,105 | 18,264 | 0.35% | 0.36% | 262 | -199 | -0.24% | Q4 2025 | Feb 12, 2026 |
| Gotham Asset Management, LLC | History | Added to | 82,792 | 18,196 | 0.07% | 0.05% | 263 | +31,272 | 60.7% | Q4 2025 | Feb 17, 2026 |
| HANOVER ADVISORS INC | History | Reduced | 82,731 | 18,182 | 7.06% | 7.03% | 264 | -1,216 | -1.45% | Q4 2025 | Feb 17, 2026 |
| HM PAYSON & CO | History | Added to | 82,685 | 18,172 | 0.26% | 0.21% | 265 | +15,654 | 23.35% | Q4 2025 | Feb 12, 2026 |
| Nikulski Financial, Inc. | History | Reduced | 81,954 | 18,011 | 4.31% | 5.63% | 266 | -21,836 | -21.04% | Q4 2025 | Jan 15, 2026 |
| Reality Financial Planning Services, LLC | History | New | 80,375 | 17,664 | 16.92% | — | 267 | +80,375 | New | Q4 2025 | Feb 12, 2026 |
| CRA Financial Services, LLC | History | Reduced | 80,169 | 17,619 | 2.31% | 2.4% | 268 | -1,078 | -1.33% | Q4 2025 | Jan 16, 2026 |
| Onyx Bridge Wealth Group LLC | History | Added to | 79,677 | 17,511 | 1.86% | 1.87% | 269 | +47 | 0.06% | Q4 2025 | Feb 18, 2026 |
| KITCHING PARTNERS, LLC | History | Reduced | 79,571 | 17,488 | 15.96% | 16.48% | 270 | -1,297 | -1.6% | Q4 2025 | Feb 18, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 79,433 | 17,457 | 0.13% | 0.13% | 271 | -2,737 | -3.33% | Q4 2025 | Feb 13, 2026 |
| Asset Management Group, Inc. | History | Reduced | 78,307 | 17,210 | 2.78% | 2.78% | 272 | -446 | -0.57% | Q4 2025 | Feb 17, 2026 |
| Councilmark Asset Management, LLC | History | Added to | 78,040 | 17,151 | 9.59% | 7.26% | 273 | +19,346 | 32.96% | Q4 2025 | Feb 09, 2026 |
| D.B. Root & Company, LLC | History | Reduced | 77,878 | 17,116 | 4.18% | 4.32% | 274 | -940 | -1.19% | Q4 2025 | Feb 03, 2026 |
| Martel Wealth Advisors Inc | History | Added to | 77,767 | 17,091 | 2.92% | 2.93% | 275 | +137 | 0.18% | Q4 2025 | Jan 21, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 76,969 | 16,916 | 0.0% | 0.03% | 276 | -547,334 | -87.67% | Q4 2025 | Feb 13, 2026 |
| Merit Financial Group, LLC | History | Added to | 76,610 | 16,837 | 0.14% | 0.15% | 277 | +3,289 | 4.49% | Q4 2025 | Jan 26, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 76,577 | 16,830 | 0.1% | 0.09% | 278 | +19,586 | 34.37% | Q4 2025 | Feb 17, 2026 |
| High Net Worth Advisory Group LLC | History | Reduced | 76,214 | 16,750 | 3.86% | 3.97% | 279 | -232 | -0.3% | Q4 2025 | Jan 23, 2026 |
| Journey Advisory Group, LLC | History | Added to | 76,009 | 16,705 | 1.4% | 1.18% | 280 | +1,963 | 2.65% | Q4 2025 | Jan 27, 2026 |
| Circle Wealth Management, LLC | History | Added to | 75,877 | 16,676 | 0.26% | 0.31% | 281 | +2,067 | 2.8% | Q4 2025 | Feb 13, 2026 |
| HHM Wealth Advisors, LLC | History | Added to | 75,870 | 16,674 | 1.96% | 1.79% | 282 | +4,214 | 5.88% | Q4 2025 | Jan 22, 2026 |
| Visionary Wealth Advisors | History | Added to | 75,712 | 16,640 | 0.75% | 0.7% | 283 | +5,986 | 8.59% | Q4 2025 | Feb 13, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | Added to | 75,524 | 16,598 | 0.77% | 0.76% | 284 | +3,816 | 5.32% | Q4 2025 | Feb 11, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 98,156 | 16,582 | 0.4% | 0.56% | 285 | -36,427 | -27.07% | Q4 2025 | Feb 11, 2026 |
| Composition Wealth, LLC | History | Reduced | 75,029 | 16,489 | 0.24% | 0.24% | 286 | -86 | -0.11% | Q4 2025 | Feb 02, 2026 |
| MOTIVE WEALTH ADVISORS | History | Reduced | 74,567 | 16,388 | 6.98% | 6.97% | 287 | -360 | -0.48% | Q4 2025 | Jan 15, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 74,429 | 16,357 | 0.2% | 0.2% | 288 | +2,350 | 3.26% | Q4 2025 | Jan 29, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 74,400 | 16,351 | 0.0% | 0.0% | 289 | -19,900 | -21.1% | Q4 2025 | Feb 12, 2026 |
| Ancora Advisors LLC | History | Added to | 73,637 | 16,183 | 0.33% | 0.31% | 290 | +2,421 | 3.4% | Q4 2025 | Feb 17, 2026 |
| Accretive Wealth Partners, LLC | History | Reduced | 73,591 | 16,173 | 4.8% | 4.89% | 291 | -734 | -0.99% | Q4 2025 | Jan 28, 2026 |
| Kraft, Davis & Associates, LLC | History | Added to | 71,669 | 16,107 | 3.61% | 3.79% | 292 | +114 | 0.16% | Q4 2025 | Jan 14, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 73,101 | 16,066 | 0.2% | 0.15% | 293 | +13,314 | 22.27% | Q4 2025 | Feb 11, 2026 |
| World Investment Advisors | History | Added to | 72,999 | 16,043 | 0.26% | 0.19% | 294 | +30,413 | 71.42% | Q4 2025 | Mar 12, 2026 |
| Arkadios Wealth Advisors | History | Added to | 72,778 | 15,995 | 0.31% | 0.14% | 295 | +46,312 | 174.99% | Q4 2025 | Feb 13, 2026 |
| Apollon Financial, LLC | History | Added to | 72,745 | 15,987 | 2.32% | 2.55% | 296 | +1,610 | 2.26% | Q4 2025 | Jan 22, 2026 |
| AlphaCore Capital LLC | History | Added to | 72,552 | 15,945 | 0.36% | 0.18% | 297 | +47,589 | 190.64% | Q4 2025 | Feb 05, 2026 |
| MOSAIC FINANCIAL GROUP, LLC | History | Added to | 71,911 | 15,805 | 10.79% | 10.26% | 298 | +5,122 | 7.67% | Q4 2025 | Feb 13, 2026 |
| COZAD ASSET MANAGEMENT INC | History | Reduced | 71,813 | 15,783 | 1.22% | 1.24% | 299 | -458 | -0.63% | Q4 2025 | Feb 13, 2026 |
| WASHINGTON TRUST Co | History | Added to | 71,815 | 15,783 | 0.52% | 0.51% | 300 | +447 | 0.63% | Q4 2025 | Feb 10, 2026 |
| Aspen Grove Capital, LLC | History | Added to | 71,710 | 15,761 | 2.73% | 2.54% | 301 | +1,910 | 2.74% | Q4 2025 | Feb 17, 2026 |
| Marble Wealth, LLC | History | New | 71,525 | 15,719 | 2.18% | — | 302 | +71,525 | New | Q4 2025 | Feb 10, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 71,273 | 15,664 | 0.1% | 0.09% | 303 | +6,278 | 9.66% | Q4 2025 | Jan 27, 2026 |
| SYON CAPITAL LLC | History | Reduced | 71,113 | 15,629 | 0.78% | 0.82% | 304 | -19 | -0.03% | Q4 2025 | Feb 11, 2026 |
| Family Investment Center, Inc. | History | Reduced | 70,775 | 15,555 | 3.14% | 3.27% | 305 | -2,116 | -2.9% | Q4 2025 | Jan 23, 2026 |
| Global Retirement Partners, LLC | History | Added to | 69,878 | 15,357 | 0.27% | 0.34% | 306 | +453 | 0.65% | Q4 2025 | Feb 06, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Added to | 69,186 | 15,314 | 0.45% | 0.06% | 307 | +64,539 | 1388.83% | Q4 2025 | Feb 13, 2026 |
| INTEGRAL INVESTMENT ADVISORS, INC. | History | Added to | 69,213 | 15,211 | 3.77% | 3.93% | 308 | +1,605 | 2.37% | Q4 2025 | Feb 06, 2026 |
| Strategies Wealth Advisors, LLC | History | Added to | 68,769 | 15,114 | 1.51% | 1.54% | 309 | +9 | 0.01% | Q4 2025 | Feb 13, 2026 |
| Advisory Services Network, LLC | History | Added to | 68,732 | 15,105 | 0.21% | 0.21% | 310 | +910 | 1.34% | Q4 2025 | Feb 17, 2026 |
| Tyche Wealth Partners LLC | History | Reduced | 68,651 | 15,088 | 2.4% | 2.67% | 311 | -1,793 | -2.55% | Q4 2025 | Jan 23, 2026 |
| NWF Advisory Services Inc. | History | Reduced | 68,274 | 15,005 | 1.66% | 1.68% | 312 | -2,486 | -3.51% | Q4 2025 | Mar 03, 2026 |
| PLANNING DIRECTIONS INC | History | Added to | 68,060 | 14,958 | 7.54% | 7.62% | 313 | +396 | 0.59% | Q4 2025 | Jan 21, 2026 |
| FRG Family Wealth Advisors LLC | History | Reduced | 67,844 | 14,910 | 2.31% | 2.37% | 314 | -482 | -0.71% | Q4 2025 | Jan 21, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 67,759 | 14,892 | 0.33% | 0.36% | 315 | -1,328 | -1.92% | Q4 2025 | Jan 27, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 67,000 | 14,725 | 0.11% | 0.1% | 316 | +6,276 | 10.34% | Q4 2025 | Feb 12, 2026 |
| Dakota Wealth Management | History | Added to | 66,712 | 14,662 | 0.26% | 0.29% | 317 | +186 | 0.28% | Q4 2025 | Jan 13, 2026 |
| Evergreen Wealth Management, LLC | History | Added to | 66,018 | 14,509 | 7.31% | 7.01% | 318 | +4,033 | 6.51% | Q4 2025 | Feb 06, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 65,640 | 14,426 | 0.29% | 0.35% | 319 | -4,256 | -6.09% | Q4 2025 | Feb 03, 2026 |
| PETTYJOHN, WOOD & WHITE, INC | History | Reduced | 65,361 | 14,364 | 2.25% | 2.36% | 320 | -830 | -1.25% | Q4 2025 | Feb 11, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 64,466 | 14,259 | 0.03% | 0.0% | 321 | +54,596 | 553.15% | Q4 2025 | Feb 05, 2026 |
| Drucker Wealth 3.0, LLC | History | Reduced | 64,741 | 14,228 | 2.5% | 2.64% | 322 | -4,039 | -5.87% | Q4 2025 | Feb 03, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 64,678 | 14,214 | 0.25% | 0.29% | 323 | -844 | -1.29% | Q4 2025 | Jan 16, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 64,318 | 14,135 | 0.28% | 0.3% | 324 | -1,269 | -1.93% | Q4 2025 | Feb 06, 2026 |
| WHITTIER TRUST CO | History | Reduced | 63,078 | 14,133 | 0.15% | 0.16% | 325 | -60 | -0.1% | Q4 2025 | Jan 26, 2026 |
| Oak Harvest Investment Services | History | Added to | 64,243 | 14,119 | 1.54% | 1.61% | 326 | +190 | 0.3% | Q4 2025 | Jan 27, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 64,200 | 14,109 | 0.28% | 0.29% | 327 | -3,800 | -5.59% | Q4 2025 | Feb 05, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 63,725 | 14,005 | 0.79% | 0.8% | 328 | +183 | 0.29% | Q4 2025 | Jan 14, 2026 |
| FULTON BREAKEFIELD BROENNIMAN LLC | History | Added to | 63,584 | 13,974 | 0.88% | 0.84% | 329 | +3,560 | 5.93% | Q4 2025 | Jan 21, 2026 |
| Meridian Wealth Advisors, LLC | History | Added to | 62,806 | 13,803 | 1.91% | 1.91% | 330 | +506 | 0.81% | Q4 2025 | Feb 17, 2026 |
| M3 Advisory Group, LLC | History | Added to | 62,762 | 13,793 | 8.41% | 8.41% | 331 | +263 | 0.42% | Q4 2025 | Jan 16, 2026 |
| SPIREPOINT PRIVATE CLIENT, LLC | History | Added to | 62,502 | 13,736 | 1.31% | 1.3% | 332 | +5,288 | 9.24% | Q4 2025 | Jan 22, 2026 |
| Trek Financial, LLC | History | Reduced | 62,389 | 13,711 | 0.79% | 0.82% | 333 | -1,473 | -2.31% | Q4 2025 | Feb 04, 2026 |
| CONQUIS FINANCIAL LLC | History | Added to | 62,081 | 13,644 | 11.73% | 10.93% | 334 | +8,802 | 16.52% | Q4 2025 | Feb 11, 2026 |
| Apella Capital, LLC | History | Reduced | 61,809 | 13,584 | 0.27% | 0.3% | 335 | -452 | -0.73% | Q4 2025 | Jan 21, 2026 |
| ROVIN CAPITAL /UT/ /ADV | History | Added to | 61,783 | 13,579 | 3.61% | 2.17% | 336 | +23,450 | 61.17% | Q4 2025 | Feb 09, 2026 |
| Destiny Wealth Partners, LLC | History | Added to | 60,352 | 13,553 | 1.56% | 1.56% | 337 | +1,393 | 2.36% | Q4 2025 | Feb 03, 2026 |
| Global Wealth Strategies & Associates | History | Added to | 61,608 | 13,540 | 3.38% | 3.29% | 338 | +2,321 | 3.91% | Q4 2025 | Jan 02, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Reduced | 61,499 | 13,516 | 0.22% | 0.23% | 339 | -925 | -1.48% | Q4 2025 | Jan 28, 2026 |
| Allred Capital Management, LLC | History | Added to | 60,947 | 13,396 | 4.84% | 4.54% | 340 | +514 | 0.85% | Q4 2025 | Feb 10, 2026 |
| Garde Capital, Inc. | History | Added to | 60,904 | 13,385 | 0.79% | 0.64% | 341 | +333 | 0.55% | Q4 2025 | Feb 10, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 60,770 | 13,357 | 0.7% | 0.71% | 342 | +398 | 0.66% | Q4 2025 | Mar 04, 2026 |
| DDFG, Inc | History | Reduced | 60,559 | 13,309 | 2.91% | 3.1% | 343 | -1,652 | -2.66% | Q4 2025 | Jan 08, 2026 |
| GreatBanc Trust CO | History | Added to | 60,478 | 13,291 | 9.37% | 8.86% | 344 | +484 | 0.81% | Q4 2025 | Feb 12, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | Added to | 60,291 | 13,250 | 0.19% | 0.19% | 345 | +1,009 | 1.7% | Q4 2025 | Feb 12, 2026 |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | History | Added to | 59,498 | 13,076 | 3.8% | 3.75% | 346 | +1,500 | 2.59% | Q4 2025 | Jan 08, 2026 |
| SWAN Capital LLC | History | Added to | 59,439 | 13,063 | 5.08% | 4.63% | 347 | +6,550 | 12.38% | Q4 2025 | Feb 12, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Reduced | 59,036 | 12,974 | 0.62% | 0.65% | 348 | -1,788 | -2.94% | Q4 2025 | Feb 04, 2026 |
| CHATHAM CAPITAL GROUP, INC. | History | Added to | 58,915 | 12,948 | 1.84% | 1.81% | 349 | +525 | 0.9% | Q4 2025 | Jan 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 58,766 | 12,915 | 0.26% | 0.28% | 350 | +1,504 | 2.63% | Q4 2025 | Feb 09, 2026 |
| Wealth Analytics Partners, LLC | History | New | 58,639 | 12,887 | 5.05% | — | 351 | +58,639 | New | Q4 2025 | Feb 17, 2026 |
| Paradigm Capital Management, LLC/NV | History | Added to | 58,612 | 12,882 | 11.97% | 12.39% | 352 | +688 | 1.19% | Q4 2025 | Feb 06, 2026 |
| Regal Investment Advisors LLC | History | Added to | 58,526 | 12,862 | 0.77% | 0.79% | 353 | +2,073 | 3.67% | Q4 2025 | Feb 17, 2026 |
| PECAUT & CO. | History | Added to | 58,437 | 12,843 | 4.14% | 4.0% | 354 | +766 | 1.33% | Q4 2025 | Feb 10, 2026 |
| LS Investment Advisors, LLC | History | Added to | 58,395 | 12,834 | 1.8% | 1.77% | 355 | +82 | 0.14% | Q4 2025 | Jan 26, 2026 |
| CIBC Private Wealth Group LLC | History | Reduced | 58,360 | 12,826 | 0.02% | 0.03% | 356 | -11,492 | -16.45% | Q4 2025 | Feb 12, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Reduced | 58,334 | 12,820 | 0.81% | 0.9% | 357 | -5,612 | -8.78% | Q4 2025 | Jan 23, 2026 |
| ALBION FINANCIAL GROUP /UT | History | Reduced | 58,017 | 12,750 | 0.79% | 0.79% | 358 | -2,751 | -4.53% | Q4 2025 | Jan 21, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 57,747 | 12,691 | 0.1% | 0.09% | 359 | -23,147 | -28.61% | Q4 2025 | Feb 13, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Added to | 56,523 | 12,665 | 0.26% | 0.25% | 360 | +2,176 | 4.0% | Q4 2025 | Jan 26, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Reduced | 57,515 | 12,640 | 0.53% | 0.53% | 361 | -521 | -0.9% | Q4 2025 | Feb 09, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 57,500 | 12,637 | 0.19% | 0.19% | 362 | +2,787 | 5.09% | Q4 2025 | Jan 13, 2026 |
| BOSTON FAMILY OFFICE LLC | History | Added to | 57,233 | 12,579 | 0.8% | 0.76% | 363 | +1,858 | 3.36% | Q4 2025 | Feb 13, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 56,640 | 12,448 | 0.14% | 0.08% | 364 | +25,524 | 82.03% | Q4 2025 | Feb 02, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Reduced | 56,459 | 12,408 | 0.1% | 0.1% | 365 | -712 | -1.25% | Q4 2025 | Feb 13, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Reduced | 56,445 | 12,405 | 0.18% | 0.19% | 366 | -2,650 | -4.48% | Q4 2025 | Feb 09, 2026 |
| Parallel Advisors, LLC | History | Reduced | 55,171 | 12,136 | 0.22% | 0.22% | 367 | -1,090 | -1.94% | Q4 2025 | Feb 11, 2026 |
| Advisors Preferred, LLC | History | Reduced | 54,719 | 12,071 | 1.97% | 1.89% | 368 | -4,354 | -7.37% | Q4 2025 | Feb 02, 2026 |
| WealthShield Partners, LLC | History | Added to | 54,835 | 12,051 | 1.33% | 1.34% | 369 | +232 | 0.42% | Q4 2025 | Feb 03, 2026 |
| Essex Financial Services, Inc. | History | Reduced | 54,790 | 12,041 | 0.69% | 0.72% | 370 | -690 | -1.24% | Q4 2025 | Feb 10, 2026 |
| CWS Financial Advisors, LLC | History | Reduced | 54,630 | 12,006 | 3.26% | 3.28% | 371 | -144 | -0.26% | Q4 2025 | Feb 06, 2026 |
| Arax Advisory Partners | History | Added to | 54,284 | 11,930 | 0.35% | 0.13% | 372 | +12,686 | 30.5% | Q4 2025 | Feb 13, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 54,063 | 11,881 | 0.57% | 0.56% | 373 | +341 | 0.63% | Q4 2025 | Jan 20, 2026 |
| Western Pacific Wealth Management, LP | History | Added to | 53,560 | 11,771 | 11.4% | 10.4% | 374 | +4,195 | 8.5% | Q4 2025 | Feb 04, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 53,531 | 11,765 | 0.43% | 0.38% | 375 | +16,385 | 44.11% | Q4 2025 | Feb 09, 2026 |
| AE Wealth Management LLC | History | Added to | 53,212 | 11,695 | 0.07% | 0.06% | 376 | +8,875 | 20.02% | Q4 2025 | Jan 26, 2026 |
| Global Wealth Management, LLC | History | Reduced | 53,102 | 11,670 | 6.28% | 6.24% | 377 | -1,953 | -3.55% | Q4 2025 | Jan 26, 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | History | Reduced | 53,039 | 11,656 | 0.98% | 0.98% | 378 | -55 | -0.1% | Q4 2025 | Jan 15, 2026 |
| DAGCO, INC. | History | Added to | 52,810 | 11,606 | 2.68% | 2.82% | 379 | +881 | 1.7% | Q4 2025 | Jan 08, 2026 |
| Safir Wealth Advisors, LLC | History | Added to | 52,733 | 11,589 | 8.13% | 8.01% | 380 | +193 | 0.37% | Q4 2025 | Jan 06, 2026 |
| VPR Management LLC | History | No change | 52,630 | 11,567 | 5.15% | 5.16% | 381 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| White Lighthouse Investment Management Inc. | History | Added to | 52,596 | 11,559 | 1.61% | 1.68% | 382 | +1,567 | 3.07% | Q4 2025 | Feb 09, 2026 |
| San Luis Wealth Advisors LLC | History | Added to | 52,480 | 11,533 | 1.93% | 1.83% | 383 | +5,500 | 11.71% | Q4 2025 | Jan 26, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 52,379 | 11,511 | 0.43% | 0.58% | 384 | +11,058 | 26.76% | Q4 2025 | Feb 04, 2026 |
| Sherman Wealth Management LLC | History | New | 51,649 | 11,351 | 9.86% | — | 385 | +51,649 | New | Q4 2025 | Jan 15, 2026 |
| Curran Financial Partners, LLC | History | Added to | 51,568 | 11,333 | 2.15% | 2.06% | 386 | +3,382 | 7.02% | Q4 2025 | Jan 22, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 51,533 | 11,325 | 0.06% | 0.06% | 387 | +5,530 | 12.02% | Q4 2025 | Feb 12, 2026 |
| Main Street Financial Solutions, LLC | History | Reduced | 51,419 | 11,300 | 0.85% | 1.19% | 388 | -34,381 | -40.07% | Q4 2025 | Feb 17, 2026 |
| NorthRock Partners, LLC | History | Added to | 51,399 | 11,296 | 0.19% | 0.19% | 389 | +1,393 | 2.79% | Q4 2025 | Feb 17, 2026 |
| CVA Family Office, LLC | History | Added to | 51,364 | 11,288 | 1.3% | 1.43% | 390 | +4 | 0.01% | Q4 2025 | Jan 12, 2026 |
| SPRENG CAPITAL MANAGEMENT, INC. | History | Added to | 51,205 | 11,253 | 4.42% | 4.29% | 391 | +1,305 | 2.62% | Q4 2025 | Jan 30, 2026 |
| Bigelow Investment Advisors, LLC | History | Added to | 51,034 | 11,216 | 4.38% | 4.44% | 392 | +47 | 0.09% | Q4 2025 | Jan 28, 2026 |
| Kovack Advisors, Inc. | History | Added to | 50,912 | 11,189 | 0.52% | 0.43% | 393 | +29,760 | 140.7% | Q4 2025 | Feb 17, 2026 |
| Choate Investment Advisors | History | No change | 50,559 | 11,111 | 0.22% | 0.23% | 394 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Reduced | 50,442 | 11,086 | 0.86% | 0.91% | 395 | -9,550 | -15.92% | Q4 2025 | Jan 23, 2026 |
| Capital Analysts, LLC | History | Reduced | 50,325 | 11,060 | 0.34% | 0.35% | 396 | -5,534 | -9.91% | Q4 2025 | Feb 11, 2026 |
| Security Financial Services, INC. | History | Added to | 50,218 | 11,036 | 1.73% | 1.74% | 397 | +262 | 0.52% | Q4 2025 | Jan 27, 2026 |
| Crestwood Advisors Group, LLC | History | Reduced | 50,103 | 11,011 | 0.18% | 0.19% | 398 | -727 | -1.43% | Q4 2025 | Feb 03, 2026 |
| RIVER'S EDGE WEALTH MANAGEMENT, LLC | History | New | 48,446 | 11,009 | 10.74% | — | 399 | +48,446 | New | Q4 2025 | Feb 17, 2026 |
| Savant Capital, LLC | History | Reduced | 49,701 | 10,923 | 0.06% | 0.07% | 400 | -1,226 | -2.41% | Q4 2025 | Feb 10, 2026 |
| FINANCIAL ADVISORY PARTNERS, LLC | History | Added to | 49,557 | 10,891 | 3.07% | 3.12% | 401 | +28 | 0.06% | Q4 2025 | Jan 23, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 49,477 | 10,874 | 0.2% | 0.21% | 402 | -131 | -0.26% | Q4 2025 | Feb 17, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Reduced | 49,438 | 10,865 | 0.21% | 0.21% | 403 | -68 | -0.14% | Q4 2025 | Feb 10, 2026 |
| Blackston Financial Advisory Group, LLC | History | Reduced | 48,828 | 10,731 | 6.53% | 6.4% | 404 | -1,118 | -2.24% | Q4 2025 | Feb 06, 2026 |
| Thomasville National Bank | History | Added to | 48,645 | 10,691 | 0.66% | 0.64% | 405 | +1,709 | 3.64% | Q4 2025 | Jan 26, 2026 |
| Macco Financial Group, Inc. | History | New | 48,408 | 10,639 | 9.15% | — | 406 | +48,408 | New | Q4 2025 | Feb 24, 2026 |
| Cerro Pacific Wealth Advisors LLC | History | Reduced | 47,784 | 10,501 | 2.83% | 2.99% | 407 | -2,879 | -5.68% | Q4 2025 | Feb 02, 2026 |
| Keystone Financial Group, Inc. | History | Added to | 47,539 | 10,448 | 5.47% | 5.4% | 408 | +3,296 | 7.45% | Q4 2025 | Jan 16, 2026 |
| WIMMER ASSOCIATES 1, LLC | History | Added to | 47,537 | 10,447 | 4.86% | 4.91% | 409 | +229 | 0.48% | Q4 2025 | Feb 13, 2026 |
| FIDELITY D & D BANCORP INC | History | Added to | 47,393 | 10,415 | 4.5% | 3.3% | 410 | +19,654 | 70.85% | Q4 2025 | Feb 09, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Added to | 47,287 | 10,392 | 1.25% | 1.17% | 411 | +1,259 | 2.74% | Q4 2025 | Feb 13, 2026 |
| Venture Visionary Partners LLC | History | Added to | 47,233 | 10,381 | 0.34% | 0.33% | 412 | +2,077 | 4.6% | Q4 2025 | Feb 13, 2026 |
| Aberdeen Wealth Management LLC | History | Added to | 47,213 | 10,376 | 4.8% | 5.7% | 413 | +5,179 | 12.32% | Q4 2025 | Feb 12, 2026 |
| MYCIO WEALTH PARTNERS, LLC | History | Added to | 47,184 | 10,370 | 2.15% | 2.34% | 414 | +299 | 0.64% | Q4 2025 | Feb 10, 2026 |
| CASTLEKEEP INVESTMENT ADVISORS LLC | History | Added to | 47,101 | 10,351 | 4.69% | 4.73% | 415 | +214 | 0.46% | Q4 2025 | Feb 10, 2026 |
| White Wing Wealth Management | History | Added to | 46,962 | 10,321 | 6.16% | 6.24% | 416 | +596 | 1.29% | Q4 2025 | Jan 15, 2026 |
| Jefferies Financial Group Inc. | History | Added to | 46,945 | 10,317 | 0.05% | 0.05% | 417 | +1,701 | 3.76% | Q4 2025 | Feb 09, 2026 |
| IFG Advisory, LLC | History | Added to | 46,891 | 10,305 | 0.45% | 0.46% | 418 | +433 | 0.93% | Q4 2025 | Feb 10, 2026 |
| Sandbox Financial Partners, LLC | History | Reduced | 46,875 | 10,302 | 2.85% | 2.91% | 419 | -303 | -0.64% | Q4 2025 | Jan 07, 2026 |
| Prospera Financial Services Inc | History | Added to | 46,838 | 10,300 | 0.17% | 0.16% | 420 | +3,445 | 7.94% | Q4 2025 | Feb 09, 2026 |
| Prentice Wealth Management LLC | History | Added to | 46,562 | 10,233 | 2.34% | 2.4% | 421 | +1,517 | 3.37% | Q4 2025 | Jan 30, 2026 |
| DONALDSON CAPITAL MANAGEMENT, LLC | History | Added to | 46,521 | 10,224 | 0.33% | 0.3% | 422 | +2,513 | 5.71% | Q4 2025 | Jan 14, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | New | 45,884 | 10,084 | 1.7% | — | 423 | +45,884 | New | Q4 2025 | Feb 12, 2026 |
| Financial Perspectives, Inc | History | Reduced | 45,674 | 10,038 | 2.7% | 2.77% | 424 | -556 | -1.2% | Q4 2025 | Jan 28, 2026 |
| Gilliland Jeter Wealth Management LLC | History | Reduced | 45,581 | 10,017 | 3.03% | 3.04% | 425 | -31 | -0.07% | Q4 2025 | Jan 23, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Added to | 45,298 | 9,955 | 0.47% | 0.18% | 426 | +29,995 | 196.01% | Q4 2025 | Jan 12, 2026 |
| StoneX Group Inc. | History | Added to | 45,171 | 9,927 | 0.43% | 0.42% | 427 | +401 | 0.9% | Q4 2025 | Feb 12, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 44,973 | 9,884 | 0.05% | 0.06% | 428 | -3,203 | -6.65% | Q4 2025 | Feb 11, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | Added to | 44,966 | 9,882 | 1.14% | 1.21% | 429 | +737 | 1.67% | Q4 2025 | Feb 17, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 44,919 | 9,872 | 0.64% | 0.67% | 430 | -983 | -2.14% | Q4 2025 | Feb 03, 2026 |
| Financial Planning Hawaii, Inc. | History | New | 44,592 | 9,800 | 5.65% | — | 431 | +44,592 | New | Q4 2025 | Jan 15, 2026 |
| GW HENSSLER & ASSOCIATES LTD | History | Added to | 44,375 | 9,752 | 0.47% | 0.46% | 432 | +1,524 | 3.56% | Q4 2025 | Feb 10, 2026 |
| Souders Financial Advisors | History | Added to | 44,230 | 9,720 | 1.11% | 1.11% | 433 | +797 | 1.84% | Q4 2025 | Feb 02, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 44,054 | 9,682 | 0.14% | 0.19% | 434 | -26,321 | -37.4% | Q4 2025 | Feb 02, 2026 |
| PETERSON WEALTH MANAGEMENT | History | Reduced | 43,950 | 9,659 | 7.18% | 9.02% | 435 | -16,411 | -27.19% | Q4 2025 | Feb 04, 2026 |
| Tide Cove Capital Partners LLC | History | Added to | 41,967 | 9,649 | 6.66% | 6.5% | 436 | +2,824 | 7.21% | Q4 2025 | Feb 10, 2026 |
| PMG Wealth Management, Inc. | History | Added to | 43,862 | 9,639 | 7.06% | 7.05% | 437 | +925 | 2.15% | Q4 2025 | Jan 23, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | Reduced | 43,849 | 9,637 | 0.6% | 0.63% | 438 | -103 | -0.23% | Q4 2025 | Jan 21, 2026 |
| Northstar Group, Inc. | History | Added to | 43,752 | 9,615 | 1.31% | 1.31% | 439 | +2,113 | 5.07% | Q4 2025 | Feb 13, 2026 |
| North Star Investment Management Corp. | History | Added to | 43,707 | 9,605 | 0.6% | 0.6% | 440 | +163 | 0.37% | Q4 2025 | Jan 30, 2026 |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | History | Added to | 43,504 | 9,561 | 2.56% | 2.49% | 441 | +1,931 | 4.64% | Q4 2025 | Feb 11, 2026 |
| INTEGRATED CAPITAL MANAGEMENT, INC. | History | Reduced | 43,297 | 9,515 | 6.33% | 6.56% | 442 | -294 | -0.67% | Q4 2025 | Jan 08, 2026 |
| Sigma Planning Corp | History | Added to | 43,207 | 9,495 | 0.26% | 0.26% | 443 | +794 | 1.87% | Q4 2025 | Jan 30, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Reduced | 43,189 | 9,492 | 1.08% | 1.17% | 444 | -1,263 | -2.84% | Q4 2025 | Jan 09, 2026 |
| City State Bank | History | Added to | 43,088 | 9,469 | 2.59% | 2.54% | 445 | +2,296 | 5.63% | Q4 2025 | Jan 28, 2026 |
| Plotkin Financial Advisors, LLC | History | Reduced | 42,868 | 9,421 | 4.6% | 4.6% | 446 | -250 | -0.58% | Q4 2025 | Feb 19, 2026 |
| Compass Ion Advisors, LLC | History | Reduced | 42,648 | 9,373 | 0.89% | 0.89% | 447 | -228 | -0.53% | Q4 2025 | Jan 29, 2026 |
| Heritage Wealth Advisors | History | Reduced | 42,605 | 9,363 | 0.36% | 0.41% | 448 | -440 | -1.02% | Q4 2025 | Feb 13, 2026 |
| TRUST CO OF VERMONT | History | Added to | 42,563 | 9,354 | 0.39% | 0.34% | 449 | +6,102 | 16.74% | Q4 2025 | Jan 16, 2026 |
| Cascade Financial Partners, LLC | History | Reduced | 42,550 | 9,351 | 0.95% | 1.1% | 450 | -1,817 | -4.1% | Q4 2025 | Feb 06, 2026 |
| Orion Capital Management LLC | History | Reduced | 42,410 | 9,320 | 3.13% | 3.24% | 451 | -802 | -1.86% | Q4 2025 | Feb 03, 2026 |
| FIRST HORIZON CORP | History | Reduced | 42,366 | 9,311 | 0.42% | 0.47% | 452 | -4,107 | -8.84% | Q4 2025 | Jan 27, 2026 |
| FORMULATE FINANCIAL LLC | History | Reduced | 42,252 | 9,286 | 10.89% | 11.37% | 453 | -235 | -0.55% | Q4 2025 | Feb 11, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 42,107 | 9,254 | 0.3% | 0.28% | 454 | +4,392 | 11.65% | Q4 2025 | Feb 13, 2026 |
| Cascade Wealth Advisors, Inc | History | Added to | 41,293 | 9,246 | 4.26% | 4.18% | 455 | +2,209 | 5.65% | Q4 2025 | Feb 04, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 42,065 | 9,244 | 0.43% | 0.4% | 456 | +1,809 | 4.49% | Q4 2025 | Feb 17, 2026 |
| Brio Consultants, LLC | History | Reduced | 42,046 | 9,240 | 1.2% | 1.27% | 457 | -583 | -1.37% | Q4 2025 | Feb 04, 2026 |
| WARNER FINANCIAL, INC | History | Added to | 41,852 | 9,198 | 3.19% | 3.36% | 458 | +96 | 0.23% | Q4 2025 | Jan 21, 2026 |
| Pathway Financial Advisors LLC | History | Added to | 40,992 | 9,185 | 1.15% | 1.18% | 459 | +3 | 0.01% | Q4 2025 | Jan 14, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 40,989 | 9,146 | 0.23% | 0.22% | 460 | +3,400 | 9.05% | Q4 2025 | Jan 28, 2026 |
| Moors & Cabot, Inc. | History | Added to | 41,459 | 9,111 | 0.39% | 0.37% | 461 | +2,252 | 5.74% | Q4 2025 | Feb 10, 2026 |
| Miller Capital Partners, Inc. | History | New | 41,432 | 9,105 | 4.59% | — | 462 | +41,432 | New | Q4 2025 | Feb 17, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Reduced | 41,376 | 9,093 | 1.02% | 1.04% | 463 | -170 | -0.41% | Q4 2025 | Jan 08, 2026 |
| Gleason Group, Inc. | History | Added to | 41,337 | 9,085 | 0.89% | 0.89% | 464 | +330 | 0.8% | Q4 2025 | Jan 15, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 41,186 | 9,051 | 0.01% | 0.02% | 465 | +539 | 1.33% | Q4 2025 | Feb 10, 2026 |
| GM Advisory Group, LLC | History | Added to | 40,787 | 8,964 | 0.35% | 0.11% | 466 | +29,019 | 246.59% | Q4 2025 | Feb 13, 2026 |
| Employees' Retirement Fund of the City of Fort Worth | History | Added to | 40,651 | 8,934 | 4.0% | 0.5% | 467 | +36,200 | 813.3% | Q4 2025 | Feb 11, 2026 |
| Alexis Investment Partners, LLC | History | Added to | 40,261 | 8,903 | 3.31% | 0.68% | 468 | +3,070 | 8.25% | Q4 2025 | Jan 29, 2026 |
| Kagan Cocozza Asset Management | History | Added to | 40,365 | 8,871 | 6.31% | 6.28% | 469 | +1,932 | 5.03% | Q4 2025 | Jan 23, 2026 |
| Mascoma Wealth Management LLC | History | Added to | 40,344 | 8,866 | 1.9% | 1.86% | 470 | +1,199 | 3.06% | Q4 2025 | Feb 04, 2026 |
| GC Wealth Management RIA, LLC | History | Reduced | 39,990 | 8,789 | 0.32% | 0.39% | 471 | -14,394 | -26.47% | Q4 2025 | Jan 30, 2026 |
| Bristlecone Value Partners, LLC | History | New | 39,909 | 8,771 | 10.12% | — | 472 | +39,909 | New | Q4 2025 | Feb 13, 2026 |
| Litman Gregory Wealth Management LLC | History | Added to | 39,845 | 8,757 | 0.64% | 0.64% | 473 | +180 | 0.45% | Q4 2025 | Feb 12, 2026 |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | History | Reduced | 39,784 | 8,743 | 2.65% | 8.49% | 474 | -71,258 | -64.17% | Q4 2025 | Feb 10, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 39,728 | 8,731 | 0.15% | 0.13% | 475 | +4,839 | 13.87% | Q4 2025 | Jan 22, 2026 |
| Alpha Cubed Investments, LLC | History | Reduced | 39,650 | 8,714 | 0.3% | 0.31% | 476 | -1,899 | -4.57% | Q4 2025 | Feb 03, 2026 |
| New Perspectives, Inc | History | Added to | 39,536 | 8,689 | 3.01% | 3.72% | 477 | +1,002 | 2.6% | Q4 2025 | Jan 28, 2026 |
| Capstone Financial Advisors, Inc. | History | Reduced | 39,509 | 8,683 | 0.46% | 0.47% | 478 | -1,004 | -2.48% | Q4 2025 | Feb 17, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Added to | 39,465 | 8,674 | 0.11% | 0.11% | 479 | +725 | 1.87% | Q4 2025 | Feb 10, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 38,672 | 8,499 | 0.69% | 0.64% | 480 | +4,766 | 14.06% | Q4 2025 | Feb 12, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 38,622 | 8,488 | 0.11% | 0.1% | 481 | +2,291 | 6.31% | Q4 2025 | Feb 05, 2026 |
| Leo Wealth, LLC | History | Added to | 38,527 | 8,467 | 0.61% | 1.0% | 482 | +2,914 | 8.18% | Q4 2025 | Jan 21, 2026 |
| Bridgewater Advisors Inc. | History | Reduced | 37,798 | 8,462 | 0.55% | 0.57% | 483 | -376 | -0.98% | Q4 2025 | Jan 23, 2026 |
| Summit Financial, LLC | History | Added to | 38,231 | 8,402 | 0.12% | 0.12% | 484 | +918 | 2.46% | Q4 2025 | Feb 13, 2026 |
| Ranch Capital Advisors Inc. | History | Added to | 38,112 | 8,376 | 3.08% | 3.19% | 485 | +49 | 0.13% | Q4 2025 | Feb 05, 2026 |
| Hamrick Investment Counsel, llc | History | New | 38,102 | 8,374 | 6.23% | — | 486 | +38,102 | New | Q4 2025 | Mar 31, 2026 |
| West Financial Advisors, LLC | History | Reduced | 37,960 | 8,342 | 1.41% | 1.63% | 487 | -7,696 | -16.86% | Q4 2025 | Jan 13, 2026 |
| CYPRESS FINANCIAL PLANNING LLC | History | Added to | 37,668 | 8,342 | 2.3% | 2.47% | 488 | +83 | 0.22% | Q4 2025 | Jan 14, 2026 |
| MOSELEY INVESTMENT MANAGEMENT INC | History | Added to | 37,481 | 8,237 | 2.55% | 2.0% | 489 | +7,056 | 23.19% | Q4 2025 | Jan 20, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Added to | 37,443 | 8,229 | 0.28% | 0.29% | 490 | +294 | 0.79% | Q4 2025 | Feb 12, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 36,877 | 8,104 | 0.14% | 0.17% | 491 | +2,700 | 7.9% | Q4 2025 | Feb 09, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 36,848 | 8,098 | 0.05% | 0.05% | 492 | +1,654 | 4.7% | Q4 2025 | Feb 09, 2026 |
| WEALTHSPAN PARTNERS, LLC | History | Reduced | 36,822 | 8,092 | 2.94% | 3.14% | 493 | -1,322 | -3.47% | Q4 2025 | Jan 27, 2026 |
| Fullerton Advisors, LLC | History | New | 36,814 | 8,091 | 8.08% | — | 494 | +36,814 | New | Q4 2025 | Feb 02, 2026 |
| Windward Private Wealth Management Inc. | History | Reduced | 36,478 | 8,017 | 2.78% | 2.79% | 495 | -1,058 | -2.82% | Q4 2025 | Feb 02, 2026 |
| Weaver Consulting Group | History | Added to | 36,373 | 7,994 | 1.95% | 1.96% | 496 | +671 | 1.88% | Q4 2025 | Feb 10, 2026 |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | History | Reduced | 36,291 | 7,976 | 0.41% | 0.42% | 497 | -2,490 | -6.42% | Q4 2025 | Jan 27, 2026 |
| BEACON FINANCIAL GROUP | History | New | 35,972 | 7,905 | 0.79% | — | 498 | +35,972 | New | Q4 2025 | Apr 01, 2026 |
| Hoese & Co LLP | History | Added to | 35,822 | 7,872 | 5.61% | 5.46% | 499 | +2,743 | 8.29% | Q4 2025 | Jan 14, 2026 |
| NWAM LLC | History | Reduced | 35,268 | 7,864 | 0.44% | 0.43% | 500 | -1,078 | -2.97% | Q4 2025 | Feb 04, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 35,683 | 7,842 | 0.41% | 0.43% | 501 | +3,600 | 11.22% | Q4 2025 | Jan 26, 2026 |
| SHRIER WEALTH MANAGEMENT, LLC | History | New | 35,573 | 7,818 | 3.08% | — | 502 | +35,573 | New | Q4 2025 | Jan 15, 2026 |
| Segment Wealth Management, LLC | History | Reduced | 35,297 | 7,757 | 0.45% | 0.46% | 503 | -366 | -1.03% | Q4 2025 | Jan 29, 2026 |
| Yukon Wealth Management, Inc. | History | Reduced | 33,978 | 7,697 | 4.44% | 3.64% | 504 | -17,503 | -34.0% | Q4 2025 | Feb 10, 2026 |
| Sloy Dahl & Holst, LLC | History | Reduced | 34,891 | 7,668 | 0.92% | 0.8% | 505 | -175 | -0.5% | Q4 2025 | Feb 04, 2026 |
| Caprock Group, LLC | History | Added to | 34,801 | 7,648 | 0.16% | 0.17% | 506 | +2,721 | 8.48% | Q4 2025 | Jan 28, 2026 |
| Jordan Park Group LLC | History | Reduced | 34,743 | 7,635 | 0.44% | 0.54% | 507 | -9,329 | -21.17% | Q4 2025 | Feb 10, 2026 |
| Asset Advisory Group, Inc. | History | New | 34,388 | 7,557 | 3.78% | — | 508 | +34,388 | New | Q4 2025 | Feb 12, 2026 |
| Sandy Cove Advisors, LLC | History | Reduced | 34,349 | 7,549 | 2.24% | 3.27% | 509 | -13,091 | -27.59% | Q4 2025 | Feb 09, 2026 |
| Cambridge Advisors Inc. | History | Reduced | 34,328 | 7,544 | 1.44% | 1.47% | 510 | -487 | -1.4% | Q4 2025 | Jan 21, 2026 |
| Raab & Moskowitz Asset Management LLC | History | Reduced | 34,261 | 7,529 | 1.65% | 1.67% | 511 | -444 | -1.28% | Q4 2025 | Jan 20, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Reduced | 34,036 | 7,480 | 0.89% | 0.95% | 512 | -353 | -1.03% | Q4 2025 | Jan 26, 2026 |
| Fifth Third Wealth Advisors LLC | History | Added to | 33,871 | 7,444 | 0.26% | 0.26% | 513 | +675 | 2.03% | Q4 2025 | Jan 15, 2026 |
| Sowell Financial Services LLC | History | Added to | 33,771 | 7,422 | 0.27% | 0.27% | 514 | +721 | 2.18% | Q4 2025 | Jan 21, 2026 |
| HEADINVEST, LLC | History | Added to | 33,720 | 7,410 | 1.47% | 1.5% | 515 | +75 | 0.22% | Q4 2025 | Feb 02, 2026 |
| Calydon Capital | History | Added to | 33,560 | 7,375 | 1.24% | 0.69% | 516 | +13,650 | 68.56% | Q4 2025 | Feb 17, 2026 |
| Montis Financial, LLC | History | Reduced | 33,296 | 7,317 | 1.45% | 1.74% | 517 | -1,618 | -4.63% | Q4 2025 | Feb 11, 2026 |
| SkyOak Wealth, LLC | History | Reduced | 33,291 | 7,316 | 1.32% | 1.36% | 518 | -86 | -0.26% | Q4 2025 | Feb 05, 2026 |
| BESSEMER GROUP INC | History | Reduced | 33,251 | 7,308 | 0.01% | 0.01% | 519 | -10,770 | -24.47% | Q4 2025 | Feb 05, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | Added to | 33,036 | 7,260 | 2.0% | 2.03% | 520 | +150 | 0.46% | Q4 2025 | Jan 23, 2026 |
| Prosperity Consulting Group, LLC | History | Reduced | 32,995 | 7,251 | 0.33% | 0.35% | 521 | -89 | -0.27% | Q4 2025 | Feb 17, 2026 |
| Keystone Financial Group | History | Reduced | 32,804 | 7,209 | 0.53% | 0.56% | 522 | -1,073 | -3.17% | Q4 2025 | Feb 06, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Reduced | 32,767 | 7,201 | 0.59% | 0.57% | 523 | -1,964 | -5.65% | Q4 2025 | Feb 17, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Reduced | 32,628 | 7,171 | 0.09% | 0.09% | 524 | -175 | -0.53% | Q4 2025 | Jan 22, 2026 |
| DAVIS R M INC | History | Added to | 32,597 | 7,164 | 0.12% | 0.12% | 525 | +537 | 1.67% | Q4 2025 | Feb 12, 2026 |
| KAVAR CAPITAL PARTNERS GROUP, LLC | History | Reduced | 32,487 | 7,139 | 0.98% | 0.99% | 526 | -1,879 | -5.47% | Q4 2025 | Jan 20, 2026 |
| ROMAN BUTLER FULLERTON & CO | History | Added to | 31,846 | 7,135 | 1.87% | 1.85% | 527 | +194 | 0.61% | Q4 2025 | Jan 26, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 32,453 | 7,132 | 0.05% | 0.06% | 528 | +596 | 1.87% | Q4 2025 | Jan 14, 2026 |
| Westside Investment Management, Inc. | History | Reduced | 32,441 | 7,132 | 1.14% | 1.14% | 529 | -471 | -1.43% | Q4 2025 | Jan 23, 2026 |
| Csenge Advisory Group | History | Reduced | 32,431 | 7,127 | 0.32% | 0.34% | 530 | -627 | -1.9% | Q4 2025 | Feb 06, 2026 |
| M Holdings Securities, Inc. | History | Added to | 32,337 | 7,107 | 0.51% | 1.35% | 531 | +2,738 | 9.25% | Q4 2025 | Feb 11, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 32,309 | 7,100 | 0.08% | 0.09% | 532 | -16,522 | -33.84% | Q4 2025 | Feb 13, 2026 |
| Compass Financial Group, Inc. (Ohio) | History | New | 32,242 | 7,086 | 5.19% | — | 533 | +32,242 | New | Q4 2025 | Mar 04, 2026 |
| Creekside Partners | History | Reduced | 32,237 | 7,085 | 2.99% | 3.08% | 534 | -136 | -0.42% | Q4 2025 | Feb 13, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 32,065 | 7,047 | 2.34% | 2.42% | 535 | -1,056 | -3.19% | Q4 2025 | Jan 23, 2026 |
| GENESIS PRIVATE WEALTH, LLC | History | Added to | 32,063 | 7,046 | 2.19% | 2.81% | 536 | +1,130 | 3.65% | Q4 2025 | Jan 08, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 31,986 | 7,029 | 0.25% | 0.26% | 537 | -114 | -0.36% | Q4 2025 | Feb 04, 2026 |
| Detalus Advisors, LLC | History | Reduced | 31,783 | 6,985 | 1.7% | 1.79% | 538 | -265 | -0.83% | Q4 2025 | Feb 03, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 31,778 | 6,984 | 0.57% | 0.57% | 539 | +1,443 | 4.76% | Q4 2025 | Jan 23, 2026 |
| Sovran Advisors, LLC | History | Reduced | 30,851 | 6,945 | 0.59% | 0.61% | 540 | -906 | -2.85% | Q4 2025 | Jan 20, 2026 |
| Grove Street Fiduciary, LLC | History | Reduced | 31,551 | 6,934 | 2.9% | 3.33% | 541 | -1,069 | -3.28% | Q4 2025 | Feb 03, 2026 |
| CPC Advisors, LLC | History | Reduced | 31,505 | 6,924 | 0.7% | 0.74% | 542 | -888 | -2.74% | Q4 2025 | Jan 28, 2026 |
| CIDEL ASSET MANAGEMENT INC | History | Added to | 31,400 | 6,901 | 0.49% | 0.39% | 543 | +45 | 0.14% | Q4 2025 | Jan 21, 2026 |
| Colony Family Offices, LLC | History | Reduced | 31,343 | 6,888 | 1.72% | 1.8% | 544 | -742 | -2.31% | Q4 2025 | Jan 22, 2026 |
| BARRETT & COMPANY, INC. | History | Added to | 31,105 | 6,836 | 2.28% | 2.17% | 545 | +1,806 | 6.16% | Q4 2025 | Jan 28, 2026 |
| Riverview Capital Advisers, LLC | History | Added to | 31,084 | 6,831 | 2.07% | 1.89% | 546 | +816 | 2.7% | Q4 2025 | Feb 17, 2026 |
| McGlone Suttner Wealth Management, Inc. | History | Reduced | 31,081 | 6,830 | 0.92% | 0.95% | 547 | -234 | -0.75% | Q4 2025 | Jan 15, 2026 |
| McClarren Financial Advisors, Inc. | History | Reduced | 18,509 | 6,825 | 4.07% | 4.24% | 548 | -5,527 | -22.99% | Q4 2025 | Jan 13, 2026 |
| Aspen Wealth Management LLC | History | Reduced | 31,048 | 6,823 | 1.43% | 1.56% | 549 | -1,583 | -4.85% | Q4 2025 | Jan 05, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 30,911 | 6,793 | 0.17% | 0.19% | 550 | -3,276 | -9.58% | Q4 2025 | Feb 17, 2026 |
| Verum Partners LLC | History | Reduced | 30,857 | 6,781 | 1.37% | 1.48% | 551 | -1,509 | -4.66% | Q4 2025 | Jan 14, 2026 |
| PW Nova Financial Services LLC | History | New | 30,674 | 6,767 | 2.56% | — | 552 | +30,674 | New | Q4 2025 | Apr 09, 2026 |
| One Day In July LLC | History | Added to | 30,782 | 6,765 | 0.56% | 0.55% | 553 | +698 | 2.32% | Q4 2025 | Feb 04, 2026 |
| Adirondack Capital Advisors, LLC | History | New | 30,533 | 6,710 | 4.51% | — | 554 | +30,533 | New | Q4 2025 | Feb 03, 2026 |
| INVESTMENT PARTNERS, LTD. | History | Added to | 30,528 | 6,709 | 2.35% | 2.3% | 555 | +261 | 0.86% | Q4 2025 | Feb 10, 2026 |
| Ledyard National Bank | History | Reduced | 30,515 | 6,706 | 0.58% | 0.62% | 556 | -1,301 | -4.09% | Q4 2025 | Jan 21, 2026 |
| Yoder Wealth Management, Inc. | History | Reduced | 30,428 | 6,687 | 3.04% | 3.82% | 557 | -6,953 | -18.6% | Q4 2025 | Jan 22, 2026 |
| One Degree Advisors Inc | History | Reduced | 30,395 | 6,680 | 1.84% | 2.02% | 558 | -181 | -0.59% | Q4 2025 | Feb 06, 2026 |
| IAG Wealth Partners, LLC | History | Reduced | 30,267 | 6,651 | 0.77% | 0.84% | 559 | -2,247 | -6.91% | Q4 2025 | Feb 10, 2026 |
| Bay Rivers Group | History | Reduced | 30,242 | 6,646 | 2.69% | 2.77% | 560 | -296 | -0.97% | Q4 2025 | Jan 07, 2026 |
| WealthBridge Capital Management, LLC | History | Reduced | 30,018 | 6,597 | 1.5% | 1.54% | 561 | -430 | -1.41% | Q4 2025 | Jan 21, 2026 |
| MUIRFIELD WEALTH ADVISORS LLC | History | Reduced | 29,942 | 6,580 | 4.83% | 4.97% | 562 | -1,095 | -3.53% | Q4 2025 | Feb 06, 2026 |
| Tennessee Valley Asset Management Partners | History | Reduced | 29,871 | 6,565 | 0.85% | 0.89% | 563 | -364 | -1.2% | Q4 2025 | Feb 05, 2026 |
| Hofer & Associates. Inc | History | Added to | 29,626 | 6,511 | 3.45% | 3.55% | 564 | +891 | 3.1% | Q4 2025 | Jan 15, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Added to | 29,525 | 6,489 | 0.1% | 0.1% | 565 | +24 | 0.08% | Q4 2025 | Jan 22, 2026 |
| Aspen Investment Management Inc | History | Added to | 29,415 | 6,465 | 1.95% | 0.36% | 566 | +25,126 | 585.82% | Q4 2025 | Feb 06, 2026 |
| Verdence Capital Advisors LLC | History | Added to | 29,359 | 6,452 | 0.38% | 0.32% | 567 | +4,080 | 16.14% | Q4 2025 | Jan 29, 2026 |
| RIDGECREST WEALTH PARTNERS, LLC | History | Reduced | 29,187 | 6,414 | 3.48% | 3.71% | 568 | -8,881 | -23.33% | Q4 2025 | Jan 22, 2026 |
| Aznar Financial Advisors, LLC | History | New | 29,011 | 6,376 | 6.13% | — | 569 | +29,011 | New | Q4 2025 | Feb 19, 2026 |
| Arcataur Capital Management LLC | History | Reduced | 28,998 | 6,373 | 1.82% | 1.86% | 570 | -300 | -1.02% | Q4 2025 | Jan 27, 2026 |
| Brightwater Advisory LLC | History | Reduced | 28,983 | 6,369 | 4.3% | 4.3% | 571 | -15 | -0.05% | Q4 2025 | Feb 12, 2026 |
| WALLER FINANCIAL PLANNING GROUP, INC | History | Reduced | 28,657 | 6,298 | 1.4% | 1.52% | 572 | -2,110 | -6.86% | Q4 2025 | Jan 13, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Reduced | 28,630 | 6,292 | 0.89% | 0.98% | 573 | -188 | -0.65% | Q4 2025 | Jan 12, 2026 |
| Arete Wealth Advisors, LLC | History | Reduced | 28,555 | 6,276 | 0.38% | 0.39% | 574 | -177 | -0.62% | Q4 2025 | Feb 13, 2026 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | History | Added to | 28,494 | 6,262 | 0.82% | 0.13% | 575 | +23,832 | 511.2% | Q4 2025 | Feb 10, 2026 |
| Scott & Selber, Inc. | History | Added to | 28,479 | 6,259 | 1.57% | 1.56% | 576 | +27 | 0.09% | Q4 2025 | Jan 09, 2026 |
| Kellett Wealth Advisors, LLC | History | Added to | 28,467 | 6,256 | 3.57% | 3.6% | 577 | +817 | 2.95% | Q4 2025 | Jan 23, 2026 |
| FLAGSTAR ADVISORS INC | History | Reduced | 28,220 | 6,202 | 2.08% | 1.88% | 578 | -157 | -0.55% | Q4 2025 | Jan 13, 2026 |
| Pallas Capital Advisors LLC | History | Added to | 28,173 | 6,191 | 0.2% | 0.16% | 579 | +8,184 | 40.94% | Q4 2025 | Jan 14, 2026 |
| Acorn Wealth Advisors, LLC | History | Reduced | 28,138 | 6,184 | 1.84% | 1.92% | 580 | -225 | -0.79% | Q4 2025 | Feb 10, 2026 |
| Chris Bulman Inc | History | Added to | 27,858 | 6,122 | 2.71% | 2.79% | 581 | +2,007 | 7.76% | Q4 2025 | Jan 14, 2026 |
| TFB Advisors LLC | History | Added to | 27,689 | 6,085 | 1.7% | 1.74% | 582 | +31 | 0.11% | Q4 2025 | Feb 13, 2026 |
| Seven Springs Wealth Group, LLC | History | Reduced | 27,647 | 6,076 | 1.74% | 1.45% | 583 | -114 | -0.41% | Q4 2025 | Feb 10, 2026 |
| Frederick Financial Consultants, LLC | History | Reduced | 27,645 | 6,075 | 3.33% | 3.42% | 584 | -617 | -2.18% | Q4 2025 | Feb 10, 2026 |
| Plan Group Financial, LLC | History | Added to | 27,640 | 6,074 | 1.58% | 1.48% | 585 | +2,176 | 8.55% | Q4 2025 | Feb 03, 2026 |
| Gibson Capital, LLC | History | No change | 27,539 | 6,052 | 1.11% | 1.1% | 586 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Pinnacle Financial Group, LLC / IL | History | Reduced | 27,469 | 6,037 | 1.75% | 1.81% | 587 | -293 | -1.06% | Q4 2025 | Feb 05, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Reduced | 27,371 | 6,015 | 0.17% | 0.17% | 588 | -652 | -2.33% | Q4 2025 | Jan 12, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | Reduced | 27,314 | 6,002 | 3.96% | 3.85% | 589 | -596 | -2.14% | Q4 2025 | Feb 10, 2026 |
| Kastel Capital Advisors, LLC | History | New | 27,175 | 5,972 | 3.67% | — | 590 | +27,175 | New | Q4 2025 | Feb 18, 2026 |
| HOWARD WEALTH MANAGEMENT, LLC | History | Reduced | 27,091 | 5,954 | 2.6% | 2.78% | 591 | -972 | -3.46% | Q4 2025 | Jan 29, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Reduced | 27,045 | 5,943 | 0.37% | 0.41% | 592 | -2,191 | -7.49% | Q4 2025 | Feb 17, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Added to | 26,987 | 5,931 | 0.01% | 0.01% | 593 | +23 | 0.09% | Q4 2025 | Feb 11, 2026 |
| INTERACTIVE FINANCIAL ADVISORS, INC. | History | Reduced | 26,937 | 5,920 | 3.83% | 5.26% | 594 | -18,178 | -40.29% | Q4 2025 | Feb 09, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 26,924 | 5,917 | 0.62% | 0.64% | 595 | +102 | 0.38% | Q4 2025 | Feb 13, 2026 |
| Madison Wealth Partners, Inc | History | Added to | 26,770 | 5,883 | 1.07% | 1.04% | 596 | +2,320 | 9.49% | Q4 2025 | Feb 10, 2026 |
| Investment Advisory Group, LLC | History | Added to | 26,700 | 5,868 | 1.51% | 1.56% | 597 | +168 | 0.63% | Q4 2025 | Jan 23, 2026 |
| Hurlow Wealth Management Group, Inc. | History | Reduced | 26,691 | 5,866 | 1.44% | 1.56% | 598 | -1,187 | -4.26% | Q4 2025 | Feb 17, 2026 |
| StrongBox Wealth, LLC | History | Reduced | 26,651 | 5,857 | 1.92% | 1.95% | 599 | -84 | -0.31% | Q4 2025 | Jan 21, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 26,531 | 5,831 | 0.19% | 0.17% | 600 | -760 | -2.78% | Q4 2025 | Jan 09, 2026 |
| Columbia River Financial Group, LLC | History | Reduced | 26,133 | 5,743 | 3.52% | 3.55% | 601 | -352 | -1.33% | Q4 2025 | Feb 12, 2026 |
| Vermillion Wealth Management, Inc. | History | Reduced | 26,093 | 5,734 | 2.33% | 1.6% | 602 | -1,290 | -4.71% | Q4 2025 | Feb 11, 2026 |
| AVITY INVESTMENT MANAGEMENT INC. | History | Reduced | 26,017 | 5,718 | 0.4% | 0.4% | 603 | -255 | -0.97% | Q4 2025 | Jan 13, 2026 |
| Indivisible Partners | History | New | 26,009 | 5,716 | 0.62% | — | 604 | +26,009 | New | Q4 2025 | Feb 03, 2026 |
| Stokes Capital Advisors, LLC | History | Reduced | 25,908 | 5,694 | 1.3% | 1.34% | 605 | -743 | -2.79% | Q4 2025 | Jan 12, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 25,801 | 5,670 | 0.02% | 0.02% | 606 | +1,275 | 5.2% | Q4 2025 | Feb 06, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 25,616 | 5,629 | 0.0% | 0.0% | 607 | -705 | -2.68% | Q4 2025 | Feb 13, 2026 |
| Wedmont Private Capital | History | Added to | 25,260 | 5,619 | 0.2% | 0.19% | 608 | +2,228 | 9.67% | Q4 2025 | Jan 08, 2026 |
| SEAMOUNT FINANCIAL GROUP INC | History | Added to | 25,549 | 5,615 | 2.55% | 2.55% | 609 | +549 | 2.2% | Q4 2025 | Jan 26, 2026 |
| Fortis Advisors, LLC | History | Reduced | 25,490 | 5,602 | 3.04% | 3.15% | 610 | -477 | -1.84% | Q4 2025 | Feb 10, 2026 |
| PFG Investments, LLC | History | Reduced | 25,487 | 5,601 | 0.26% | 0.3% | 611 | -1,209 | -4.53% | Q4 2025 | Jan 26, 2026 |
| W ADVISORS, LLC | History | Reduced | 25,382 | 5,578 | 2.81% | 2.9% | 612 | -97 | -0.38% | Q4 2025 | Feb 13, 2026 |
| Centerpoint Advisory Group | History | Reduced | 25,215 | 5,541 | 4.27% | 4.28% | 613 | -275 | -1.08% | Q4 2025 | Feb 03, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 25,195 | 5,537 | 0.26% | 0.27% | 614 | -516 | -2.01% | Q4 2025 | Feb 13, 2026 |
| First Long Island Investors, LLC | History | New | 25,140 | 5,525 | 0.41% | — | 615 | +25,140 | New | Q4 2025 | Feb 13, 2026 |
| NORTHSTAR ASSET MANAGEMENT Co | History | Reduced | 25,120 | 5,520 | 1.17% | 1.16% | 616 | -15 | -0.06% | Q4 2025 | Jan 27, 2026 |
| Beacon Financial Advisory LLC | History | Reduced | 25,031 | 5,501 | 1.27% | 1.35% | 617 | -1,901 | -7.06% | Q4 2025 | Feb 17, 2026 |
| Vigilare Wealth Management | History | Added to | 24,986 | 5,491 | 1.85% | 1.86% | 618 | +158 | 0.64% | Q4 2025 | Jan 07, 2026 |
| Forum Private Client Group LLC | History | Reduced | 24,842 | 5,459 | 1.86% | 1.93% | 619 | -290 | -1.15% | Q4 2025 | Feb 06, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 24,762 | 5,442 | 0.32% | 0.7% | 620 | -50,079 | -66.91% | Q4 2025 | Jan 30, 2026 |
| Independent Family Office, LLC | History | No change | 24,747 | 5,438 | 2.27% | 2.26% | 621 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Sunpointe, LLC | History | Added to | 24,730 | 5,435 | 1.8% | 1.66% | 622 | +3,508 | 16.53% | Q4 2025 | Jan 23, 2026 |
| Strategic Advisors LLC | History | Added to | 24,532 | 5,391 | 0.84% | 0.21% | 623 | +18,479 | 305.29% | Q4 2025 | Feb 10, 2026 |
| CDM FINANCIAL COUNSELING SERVICES, INC. | History | New | 24,461 | 5,375 | 5.03% | — | 624 | +24,461 | New | Q4 2025 | Feb 05, 2026 |
| MCF Advisors LLC | History | Added to | 24,440 | 5,371 | 0.3% | 0.01% | 625 | +23,786 | 3637.0% | Q4 2025 | Feb 11, 2026 |
| Infinity Wealth Counsel, LLC | History | Added to | 24,394 | 5,361 | 4.88% | 5.04% | 626 | +305 | 1.27% | Q4 2025 | Jan 15, 2026 |
| Fort Sheridan Advisors LLC | History | Reduced | 24,315 | 5,343 | 0.68% | 0.69% | 627 | -84 | -0.34% | Q4 2025 | Feb 10, 2026 |
| HUB Investment Partners, LLC | History | Added to | 24,296 | 5,339 | 0.14% | 0.17% | 628 | +1,275 | 5.54% | Q4 2025 | Feb 17, 2026 |
| Bravera Wealth | History | New | 24,286 | 5,337 | 2.67% | — | 629 | +24,286 | New | Q4 2025 | Apr 22, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 24,186 | 5,315 | 0.13% | 0.13% | 630 | +834 | 3.57% | Q4 2025 | Jan 29, 2026 |
| CORA CAPITAL ADVISORS LLC | History | Added to | 24,173 | 5,312 | 2.07% | 2.16% | 631 | +627 | 2.66% | Q4 2025 | Jan 28, 2026 |
| Breakwater Investment Management | History | Reduced | 24,166 | 5,311 | 1.92% | 1.93% | 632 | -29 | -0.12% | Q4 2025 | Feb 02, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 24,071 | 5,290 | 0.06% | 0.07% | 633 | -4,036 | -14.36% | Q4 2025 | Feb 13, 2026 |
| LEVIN CAPITAL STRATEGIES, L.P. | History | Added to | 24,051 | 5,285 | 0.46% | 0.47% | 634 | +8 | 0.03% | Q4 2025 | Jan 30, 2026 |
| Tempus Wealth Planning, LLC | History | Reduced | 23,903 | 5,253 | 1.2% | 1.22% | 635 | -717 | -2.91% | Q4 2025 | Jan 16, 2026 |
| STALEY CAPITAL ADVISERS INC | History | Reduced | 23,781 | 5,226 | 0.22% | 0.21% | 636 | -274 | -1.14% | Q4 2025 | Feb 05, 2026 |
| Winthrop Advisory Group LLC | History | Added to | 23,652 | 5,198 | 0.44% | 0.44% | 637 | +194 | 0.83% | Q4 2025 | Jan 21, 2026 |
| New Insight Wealth Advisors | History | Reduced | 23,600 | 5,186 | 1.85% | 1.93% | 638 | -223 | -0.94% | Q4 2025 | Feb 17, 2026 |
| MilWealth Group LLC | History | Reduced | 23,588 | 5,184 | 1.23% | 1.25% | 639 | -177 | -0.74% | Q4 2025 | Feb 02, 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD | History | New | 23,550 | 5,175 | 0.76% | — | 640 | +23,550 | New | Q4 2025 | Feb 13, 2026 |
| MARINO, STRAM & ASSOCIATES LLC | History | Reduced | 23,480 | 5,160 | 0.93% | 0.93% | 641 | -491 | -2.05% | Q4 2025 | Jan 16, 2026 |
| Calder Financial LLC | History | New | 23,357 | 5,133 | 5.04% | — | 643 | +23,357 | New | Q4 2025 | Jan 23, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Reduced | 23,358 | 5,133 | 0.56% | 0.57% | 642 | -152 | -0.65% | Q4 2025 | Jan 20, 2026 |
| Beacon Bank & Trust | History | Added to | 23,250 | 5,109 | 1.04% | 1.01% | 644 | +1,419 | 6.5% | Q4 2025 | Feb 17, 2026 |
| Morton Capital Management LLC/CA | History | Reduced | 23,202 | 5,099 | 0.78% | 0.83% | 645 | -373 | -1.58% | Q4 2025 | Feb 03, 2026 |
| SARD WEALTH MANAGEMENT GROUP, LLC | History | Added to | 23,152 | 5,088 | 2.79% | 2.78% | 646 | +599 | 2.66% | Q4 2025 | Jan 08, 2026 |
| Krilogy Financial LLC | History | Reduced | 22,611 | 5,077 | 0.17% | 0.18% | 647 | -71 | -0.31% | Q4 2025 | Jan 27, 2026 |
| Vavra Capital Management, LLC | History | New | 23,078 | 5,072 | 4.98% | — | 648 | +23,078 | New | Q4 2025 | Jan 22, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 23,071 | 5,070 | 0.09% | 0.07% | 649 | +7,446 | 47.65% | Q4 2025 | Feb 19, 2026 |
| Summit Trail Advisors, LLC | History | Reduced | 22,865 | 5,025 | 0.09% | 0.09% | 650 | -6,826 | -22.99% | Q4 2025 | Feb 17, 2026 |
| Pinnacle Bancorp, Inc. | History | Added to | 22,832 | 5,018 | 1.47% | 1.09% | 651 | +5,753 | 33.68% | Q4 2025 | Jan 22, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 22,665 | 4,981 | 0.28% | 0.21% | 652 | +6,644 | 41.47% | Q4 2025 | Feb 04, 2026 |
| Cypress Wealth Services, LLC | History | Added to | 22,588 | 4,964 | 0.69% | 0.31% | 653 | +13,718 | 154.66% | Q4 2025 | Jan 14, 2026 |
| Global Financial Private Client, LLC | History | Reduced | 22,558 | 4,957 | 1.74% | 1.74% | 654 | -63 | -0.28% | Q4 2025 | Jan 27, 2026 |
| Prospect Financial Services LLC | History | Added to | 22,395 | 4,922 | 2.83% | 2.76% | 655 | +130 | 0.58% | Q4 2025 | Feb 06, 2026 |
| Hughes Financial Services, LLC | History | Reduced | 22,343 | 4,910 | 0.77% | 0.77% | 656 | -7 | -0.03% | Q4 2025 | Feb 11, 2026 |
| Financial Insights, Inc. | History | Reduced | 22,304 | 4,901 | 1.64% | 1.6% | 657 | -20 | -0.09% | Q4 2025 | Mar 31, 2026 |
| DMKC Advisory Services, LLC | History | Added to | 22,291 | 4,899 | 2.15% | 2.35% | 658 | +835 | 3.89% | Q4 2025 | Jan 30, 2026 |
| PHILADELPHIA TRUST CO | History | Reduced | 22,278 | 4,896 | 0.34% | 0.34% | 659 | -50 | -0.22% | Q4 2025 | Feb 12, 2026 |
| Stonebridge Financial Group, LLC | History | Added to | 22,178 | 4,874 | 0.42% | 0.42% | 660 | +15 | 0.07% | Q4 2025 | Jan 21, 2026 |
| Brady Martz Wealth Solutions, LLC | History | Reduced | 22,097 | 4,856 | 0.86% | 0.97% | 661 | -2,735 | -11.01% | Q4 2025 | Jan 15, 2026 |
| Baring Financial LLC | History | Added to | 22,022 | 4,839 | 2.95% | 1.21% | 662 | +13,823 | 168.59% | Q4 2025 | Jan 07, 2026 |
| Keystone Wealth Services, LLC | History | Added to | 21,968 | 4,828 | 1.02% | 1.01% | 663 | +510 | 2.38% | Q4 2025 | Jan 26, 2026 |
| Capital Planning LLC | History | Added to | 21,785 | 4,805 | 1.35% | 1.32% | 664 | +844 | 4.03% | Q4 2025 | Jan 23, 2026 |
| CORDA Investment Management, LLC. | History | Added to | 21,779 | 4,786 | 0.35% | 0.3% | 665 | +1,712 | 8.53% | Q4 2025 | Feb 03, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 21,767 | 4,783 | 0.36% | 0.41% | 666 | -1,849 | -7.83% | Q4 2025 | Jan 09, 2026 |
| Intelligent Financial Strategies | History | Reduced | 21,703 | 4,769 | 2.29% | 2.31% | 667 | -209 | -0.95% | Q4 2025 | Jan 26, 2026 |
| UMB Bank, n.a. | History | Added to | 21,697 | 4,768 | 0.06% | 0.06% | 668 | +3,896 | 21.89% | Q4 2025 | Feb 13, 2026 |
| S&CO INC | History | Reduced | 21,687 | 4,766 | 0.3% | 0.3% | 669 | -1,380 | -5.98% | Q4 2025 | Feb 05, 2026 |
| Centurion Wealth Management LLC | History | Reduced | 21,659 | 4,760 | 1.04% | 1.08% | 670 | -340 | -1.55% | Q4 2025 | Jan 14, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 21,620 | 4,751 | 0.23% | 0.21% | 671 | +7,374 | 51.76% | Q4 2025 | Feb 12, 2026 |
| Resurgent Financial Advisors LLC | History | Added to | 21,570 | 4,740 | 2.38% | 2.27% | 672 | +86 | 0.4% | Q4 2025 | Feb 12, 2026 |
| Per Stirling Capital Management, LLC. | History | Added to | 21,549 | 4,735 | 0.53% | 0.54% | 673 | +545 | 2.59% | Q4 2025 | Feb 17, 2026 |
| Private Advisory Group LLC | History | Added to | 21,532 | 4,732 | 0.37% | 0.26% | 674 | +6,598 | 44.18% | Q4 2025 | Jan 15, 2026 |
| Abbot Financial Management, Inc. | History | Reduced | 21,527 | 4,731 | 1.96% | 2.01% | 675 | -290 | -1.33% | Q4 2025 | Feb 13, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Reduced | 21,040 | 4,729 | 0.22% | 0.27% | 677 | -585 | -2.71% | Q4 2025 | Feb 03, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | Added to | 21,519 | 4,729 | 1.53% | 0.76% | 676 | +138 | 0.65% | Q4 2025 | Jan 27, 2026 |
| CHANNEL WEALTH LLC | History | Added to | 21,514 | 4,728 | 1.2% | 1.23% | 678 | +279 | 1.31% | Q4 2025 | Feb 03, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Reduced | 21,416 | 4,706 | 0.26% | 0.28% | 679 | -1,143 | -5.07% | Q4 2025 | Jan 13, 2026 |
| Stephens Consulting, LLC | History | Added to | 21,399 | 4,703 | 1.52% | 1.57% | 680 | +156 | 0.73% | Q4 2025 | Jan 13, 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | History | Added to | 21,340 | 4,690 | 0.76% | 0.78% | 681 | +684 | 3.31% | Q4 2025 | Feb 11, 2026 |
| COMMERCE BANK | History | Added to | 21,337 | 4,689 | 0.03% | 0.03% | 682 | +240 | 1.14% | Q4 2025 | Feb 13, 2026 |
| Garden State Investment Advisory Services LLC | History | Reduced | 21,224 | 4,676 | 1.03% | 1.05% | 683 | -491 | -2.26% | Q4 2025 | Feb 17, 2026 |
| Pathway Financial Advisers, LLC | History | Added to | 21,251 | 4,670 | 1.35% | 1.29% | 684 | +550 | 2.66% | Q4 2025 | Feb 06, 2026 |
| Financial Engines Advisors L.L.C. | History | Added to | 21,202 | 4,659 | 0.01% | 0.01% | 685 | +211 | 1.01% | Q4 2025 | Feb 12, 2026 |
| Private Capital Management, LLC | History | Added to | 21,170 | 4,652 | 0.43% | 0.4% | 686 | +221 | 1.05% | Q4 2025 | Feb 17, 2026 |
| Smith Partners Wealth Management, LLC | History | New | 21,131 | 4,644 | 4.27% | — | 688 | +21,131 | New | Q4 2025 | Feb 13, 2026 |
| Spire Wealth Management | History | Added to | 21,133 | 4,644 | 0.16% | 0.15% | 687 | +570 | 2.77% | Q4 2025 | Jan 14, 2026 |
| CSM Advisors, LLC | History | No change | 21,100 | 4,637 | 0.13% | 0.13% | 689 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Reduced | 21,035 | 4,623 | 0.78% | 0.81% | 690 | -189 | -0.89% | Q4 2025 | Feb 10, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 21,013 | 4,618 | 0.06% | 0.04% | 691 | +7,110 | 51.14% | Q4 2025 | Feb 10, 2026 |
| Mid-American Wealth Advisory Group, Inc. | History | Added to | 20,933 | 4,600 | 1.94% | 2.01% | 692 | +75 | 0.36% | Q4 2025 | Jan 23, 2026 |
| Mayflower Financial Advisors, LLC | History | Added to | 20,791 | 4,569 | 0.55% | 0.56% | 693 | +120 | 0.58% | Q4 2025 | Jan 13, 2026 |
| SNOWWATER INVESTMENT PARTNERS, LLC | History | New | 20,775 | 4,565 | 4.2% | — | 694 | +20,775 | New | Q4 2025 | Feb 13, 2026 |
| Compound Planning, Inc. | History | Added to | 20,742 | 4,558 | 0.13% | 0.13% | 695 | +2,012 | 10.74% | Q4 2025 | Feb 19, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 20,720 | 4,553 | 0.51% | 0.31% | 696 | +10,159 | 96.19% | Q4 2025 | Feb 11, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 20,673 | 4,543 | 0.02% | 0.02% | 697 | -5,425 | -20.79% | Q4 2025 | Jan 30, 2026 |
| Sincerus Advisory, LLC | History | Added to | 20,668 | 4,542 | 3.65% | 3.58% | 698 | +1,280 | 6.6% | Q4 2025 | Jan 08, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | New | 20,634 | 4,534 | 0.09% | — | 699 | +20,634 | New | Q4 2025 | Feb 17, 2026 |
| Stablepoint Partners, LLC | History | Added to | 20,547 | 4,515 | 0.7% | 0.61% | 700 | +2,612 | 14.56% | Q4 2025 | Jan 13, 2026 |
| SkyView Investment Advisors, LLC | History | Reduced | 20,472 | 4,499 | 0.57% | 0.56% | 701 | -154 | -0.75% | Q4 2025 | Feb 18, 2026 |
| One Charles Private Wealth Services, LLC | History | Added to | 20,412 | 4,486 | 1.16% | 0.41% | 702 | +13,160 | 181.47% | Q4 2025 | Feb 06, 2026 |
| CLIENT 1ST ADVISORY GROUP, LLC | History | Reduced | 20,368 | 4,476 | 1.4% | 1.46% | 703 | -3 | -0.01% | Q4 2025 | Jan 12, 2026 |
| ST GERMAIN D J CO INC | History | Added to | 20,233 | 4,446 | 0.17% | 0.17% | 704 | +296 | 1.48% | Q4 2025 | Jan 29, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Added to | 20,220 | 4,443 | 0.12% | 0.11% | 705 | +1,572 | 8.43% | Q4 2025 | Feb 03, 2026 |
| Evanson Asset Management, LLC | History | Reduced | 20,029 | 4,402 | 0.24% | 0.26% | 706 | -1,082 | -5.13% | Q4 2025 | Jan 12, 2026 |
| CPA Asset Management Group, LLC | History | Reduced | 19,983 | 4,391 | 1.54% | 1.67% | 707 | -150 | -0.75% | Q4 2025 | Jan 13, 2026 |
| Zhang Financial LLC | History | Reduced | 19,972 | 4,389 | 0.16% | 0.18% | 708 | -333 | -1.64% | Q4 2025 | Feb 10, 2026 |
| Avant Capital LLC | History | Added to | 19,933 | 4,380 | 3.01% | 3.03% | 709 | +2 | 0.01% | Q4 2025 | Feb 13, 2026 |
| Greenspring Advisors, LLC | History | Added to | 19,859 | 4,364 | 0.27% | 0.22% | 710 | +13,998 | 238.83% | Q4 2025 | Feb 10, 2026 |
| WCG Wealth Advisors LLC | History | New | 19,815 | 4,354 | 0.12% | — | 712 | +19,815 | New | Q4 2025 | Feb 10, 2026 |
| Oxler Private Wealth LLC | History | Reduced | 19,813 | 4,354 | 1.26% | 1.32% | 711 | -1,274 | -6.04% | Q4 2025 | Jan 23, 2026 |
| Formidable Asset Management, LLC | History | Added to | 20,007 | 4,317 | 0.63% | 0.63% | 713 | +525 | 2.69% | Q4 2025 | Jan 16, 2026 |
| Columbia Asset Management | History | Added to | 19,522 | 4,290 | 0.76% | 0.77% | 714 | +360 | 1.88% | Q4 2025 | Jan 28, 2026 |
| Blue Chip Partners, LLC | History | Added to | 19,491 | 4,283 | 0.31% | 0.27% | 715 | +2,626 | 15.57% | Q4 2025 | Feb 18, 2026 |
| Tower View Wealth Management LLC | History | Reduced | 19,472 | 4,279 | 2.12% | 2.21% | 716 | -296 | -1.5% | Q4 2025 | Jan 23, 2026 |
| Kaydan Wealth Management, Inc. | History | Added to | 19,443 | 4,273 | 1.24% | 1.18% | 717 | +248 | 1.29% | Q4 2025 | Jan 12, 2026 |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | History | Added to | 19,415 | 4,267 | 0.92% | 0.92% | 718 | +14 | 0.07% | Q4 2025 | Jan 26, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 19,343 | 4,251 | 0.04% | 0.05% | 719 | -4,312 | -18.23% | Q4 2025 | Jan 13, 2026 |
| Garrett Wealth Advisory Group, LLC | History | Reduced | 19,326 | 4,247 | 0.8% | 0.83% | 720 | -353 | -1.79% | Q4 2025 | Feb 04, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | Added to | 19,269 | 4,234 | 0.14% | 0.13% | 721 | +1,262 | 7.01% | Q4 2025 | Feb 13, 2026 |
| FLC Capital Advisors | History | Added to | 19,233 | 4,227 | 0.78% | 0.79% | 722 | +450 | 2.4% | Q4 2025 | Feb 11, 2026 |
| Conservest Capital Advisors, Inc. | History | Added to | 19,221 | 4,224 | 0.38% | 0.38% | 723 | +192 | 1.01% | Q4 2025 | Feb 12, 2026 |
| Bell Investment Advisors, Inc | History | Reduced | 19,165 | 4,212 | 0.67% | 0.68% | 724 | -81 | -0.42% | Q4 2025 | Feb 24, 2026 |
| Riverpoint Wealth Management Holdings, LLC | History | Added to | 19,096 | 4,196 | 0.9% | 0.9% | 725 | +150 | 0.79% | Q4 2025 | Feb 10, 2026 |
| Heritage Trust Co | History | Reduced | 19,012 | 4,178 | 0.43% | 0.45% | 726 | -673 | -3.42% | Q4 2025 | Feb 10, 2026 |
| GSG Advisors LLC | History | Added to | 18,970 | 4,169 | 1.08% | 1.09% | 727 | +44 | 0.23% | Q4 2025 | Jan 08, 2026 |
| Archer Investment Corp | History | Reduced | 18,914 | 4,156 | 0.94% | 0.93% | 728 | -154 | -0.81% | Q4 2025 | Jan 30, 2026 |
| Novak & Powell Financial Services, Inc. | History | Added to | 18,887 | 4,150 | 2.16% | 2.1% | 729 | +369 | 1.99% | Q4 2025 | Feb 10, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 18,839 | 4,140 | 0.08% | 0.09% | 730 | -2,336 | -11.03% | Q4 2025 | Jan 07, 2026 |
| MAINSAIL ASSET MANAGEMENT, LLC | History | Added to | 18,803 | 4,132 | 1.77% | 1.78% | 731 | +7 | 0.04% | Q4 2025 | Feb 05, 2026 |
| Excelsior Advisor Network LLC | History | New | 18,593 | 4,086 | 1.99% | — | 732 | +18,593 | New | Q4 2025 | Feb 13, 2026 |
| Baron Wealth Management LLC | History | Added to | 18,548 | 4,076 | 1.26% | 1.32% | 733 | +83 | 0.45% | Q4 2025 | Jan 14, 2026 |
| JMG Financial Group, Ltd. | History | Reduced | 18,526 | 4,071 | 0.11% | 0.12% | 734 | -659 | -3.43% | Q4 2025 | Feb 10, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | Added to | 18,458 | 4,071 | 0.64% | 0.66% | 735 | +19 | 0.1% | Q4 2025 | Jan 08, 2026 |
| McNamara Financial Services, Inc. | History | Reduced | 18,498 | 4,065 | 0.77% | 1.45% | 736 | -17,747 | -48.96% | Q4 2025 | Jan 21, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 18,342 | 4,062 | 0.15% | 0.08% | 737 | +11,978 | 188.21% | Q4 2025 | Feb 13, 2026 |
| Mill Creek Capital Advisors, LLC | History | Reduced | 18,427 | 4,049 | 0.08% | 0.08% | 738 | -303 | -1.62% | Q4 2025 | Feb 13, 2026 |
| Friday Financial | History | Added to | 18,332 | 4,029 | 1.42% | 1.51% | 739 | +1,649 | 9.88% | Q4 2025 | Jan 09, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Added to | 18,321 | 4,026 | 0.18% | 0.16% | 740 | +1,558 | 9.29% | Q4 2025 | Jan 29, 2026 |
| Clear Harbor Asset Management, LLC | History | Added to | 18,279 | 4,017 | 0.27% | 0.23% | 741 | +2,638 | 16.87% | Q4 2025 | Feb 10, 2026 |
| Elevation Capital Advisory, LLC | History | New | 18,253 | 4,011 | 1.64% | — | 742 | +18,253 | New | Q4 2025 | Jan 26, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 18,249 | 4,010 | 0.1% | 0.1% | 743 | -817 | -4.29% | Q4 2025 | Jan 28, 2026 |
| STEINBERGANNA WEALTH MANAGEMENT | History | Reduced | 18,241 | 4,009 | 1.88% | 1.87% | 744 | -220 | -1.19% | Q4 2025 | Jan 26, 2026 |
| Cannon Wealth Management Services, LLC | History | Added to | 18,231 | 4,006 | 2.83% | 2.82% | 745 | +970 | 5.62% | Q4 2025 | Jan 27, 2026 |
| Whipplewood Advisors, LLC | History | Reduced | 18,095 | 3,976 | 2.55% | 2.58% | 746 | -120 | -0.66% | Q4 2025 | Feb 17, 2026 |
| CoreFirst Bank & Trust | History | Added to | 18,089 | 3,975 | 2.15% | 2.11% | 747 | +2 | 0.01% | Q4 2025 | Feb 11, 2026 |
| Advisors Capital Management, LLC | History | Added to | 18,085 | 3,974 | 0.05% | 0.04% | 748 | +1,970 | 12.22% | Q4 2025 | Jan 29, 2026 |
| Safeguard Investment Advisory Group, LLC | History | Reduced | 18,048 | 3,966 | 1.01% | 0.99% | 749 | -460 | -2.49% | Q4 2025 | Feb 13, 2026 |
| Embree Financial Group | History | Added to | 18,002 | 3,956 | 0.49% | 0.52% | 750 | +6 | 0.03% | Q4 2025 | Jan 14, 2026 |
| DIVERSIFIED MANAGEMENT INC | History | New | 17,926 | 3,939 | 0.92% | — | 751 | +17,926 | New | Q4 2025 | Jan 26, 2026 |
| CIBC WORLD MARKETS CORP | History | New | 17,802 | 3,912 | 0.02% | — | 752 | +17,802 | New | Q4 2025 | Feb 12, 2026 |
| 21 West Wealth Management LLC | History | Reduced | 17,789 | 3,909 | 3.57% | 3.85% | 753 | -1,011 | -5.38% | Q4 2025 | Jan 13, 2026 |
| Royal Fund Management, LLC | History | Added to | 17,709 | 3,896 | 0.35% | 0.28% | 754 | +6,717 | 61.11% | Q4 2025 | Jan 15, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Added to | 17,719 | 3,894 | 0.27% | 0.25% | 755 | +2,570 | 16.96% | Q4 2025 | Feb 02, 2026 |
| CHOREO, LLC | History | Added to | 17,466 | 3,868 | 0.05% | 0.05% | 756 | +769 | 4.61% | Q4 2025 | Jan 23, 2026 |
| BAILARD, INC. | History | Added to | 17,594 | 3,866 | 0.09% | 0.08% | 757 | +327 | 1.89% | Q4 2025 | Feb 04, 2026 |
| Charter Oak Capital Management, LLC | History | Reduced | 17,585 | 3,864 | 0.29% | 0.3% | 758 | -172 | -0.97% | Q4 2025 | Jan 23, 2026 |
| Blue Trust, Inc. | History | Added to | 17,565 | 3,860 | 0.04% | 0.02% | 759 | +8,188 | 87.32% | Q4 2025 | Jan 16, 2026 |
| BANK OF HAWAII | History | Reduced | 17,489 | 3,843 | 0.19% | 0.19% | 760 | -7 | -0.04% | Q4 2025 | Mar 03, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 17,453 | 3,835 | 0.7% | 0.06% | 761 | +342 | 2.0% | Q4 2025 | Mar 04, 2026 |
| Madden Advisory Services, Inc. | History | Reduced | 17,422 | 3,829 | 1.54% | 1.6% | 762 | -1,705 | -8.91% | Q4 2025 | Feb 11, 2026 |
| FMA Wealth Management, LLC | History | Reduced | 17,417 | 3,827 | 2.48% | 2.59% | 763 | -74 | -0.42% | Q4 2025 | Jan 13, 2026 |
| Venturi Wealth Management, LLC | History | Reduced | 17,412 | 3,826 | 0.17% | 0.19% | 764 | -1,085 | -5.87% | Q4 2025 | Jan 22, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | Added to | 17,380 | 3,819 | 0.28% | 0.19% | 765 | +6,269 | 56.42% | Q4 2025 | Feb 09, 2026 |
| EHRLICH FINANCIAL GROUP | History | Added to | 17,327 | 3,808 | 2.17% | 1.4% | 766 | +6,397 | 58.53% | Q4 2025 | Jan 06, 2026 |
| PURSUE WEALTH PARTNERS LLC | History | Reduced | 17,309 | 3,804 | 1.85% | 2.25% | 767 | -1,703 | -8.96% | Q4 2025 | Jan 26, 2026 |
| Kaizen Financial Strategies | History | Added to | 17,295 | 3,801 | 1.68% | 1.58% | 768 | +1,082 | 6.67% | Q4 2025 | Jan 21, 2026 |
| Fonville Wealth Management LLC | History | Reduced | 17,267 | 3,794 | 0.78% | 0.84% | 769 | -65 | -0.38% | Q4 2025 | Jan 23, 2026 |
| Midwest Trust Co | History | Added to | 17,257 | 3,792 | 0.05% | 0.05% | 770 | +412 | 2.45% | Q4 2025 | Feb 04, 2026 |
| SeaCrest Wealth Management, LLC | History | Added to | 17,038 | 3,790 | 0.38% | 0.39% | 771 | +163 | 0.97% | Q4 2025 | Jan 12, 2026 |
| Innova Wealth Partners | History | Added to | 17,234 | 3,787 | 1.91% | 1.86% | 772 | +1,243 | 7.77% | Q4 2025 | Jan 07, 2026 |
| OPTIMA CAPITAL LLC | History | Added to | 17,205 | 3,781 | 1.64% | 1.77% | 773 | +368 | 2.19% | Q4 2025 | Jan 23, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 17,128 | 3,764 | 0.31% | 0.31% | 774 | -368 | -2.1% | Q4 2025 | Feb 13, 2026 |
| American Institute for Advanced Investment Management, LLP | History | Added to | 17,113 | 3,761 | 2.42% | 2.42% | 775 | +20 | 0.12% | Q4 2025 | Feb 04, 2026 |
| Shira Ridge Wealth Management | History | Reduced | 17,100 | 3,758 | 1.51% | 2.44% | 776 | -9,565 | -35.87% | Q4 2025 | Jan 12, 2026 |
| Post Resch Tallon Group Inc. | History | Reduced | 17,102 | 3,758 | 3.17% | 3.3% | 777 | -163 | -0.94% | Q4 2025 | Jan 09, 2026 |
| Cornerstone Financial Management LLC | History | New | 17,080 | 3,753 | 3.52% | — | 778 | +17,080 | New | Q4 2025 | Feb 13, 2026 |
| Glen Eagle Advisors, LLC | History | Added to | 17,054 | 3,748 | 0.51% | 0.5% | 779 | +401 | 2.41% | Q4 2025 | Feb 13, 2026 |
| Arrowroot Family Office, LLC | History | Reduced | 16,996 | 3,735 | 1.36% | 1.82% | 780 | -4,093 | -19.41% | Q4 2025 | Feb 11, 2026 |
| Gratus Wealth Advisors, LLC | History | Reduced | 16,917 | 3,718 | 0.52% | 0.52% | 781 | -81 | -0.48% | Q4 2025 | Feb 04, 2026 |
| BENEDICT FINANCIAL ADVISORS INC | History | Reduced | 16,875 | 3,708 | 0.78% | 0.79% | 782 | -64 | -0.38% | Q4 2025 | Jan 27, 2026 |
| Tranquility Partners, LLC | History | Reduced | 16,730 | 3,676 | 1.32% | 1.24% | 783 | -298 | -1.75% | Q4 2025 | Feb 03, 2026 |
| L. Roy Papp & Associates, LLP | History | Added to | 16,658 | 3,661 | 0.4% | 0.39% | 784 | +385 | 2.37% | Q4 2025 | Jan 28, 2026 |
| Farrell Financial LLC | History | Added to | 16,635 | 3,655 | 2.16% | 2.23% | 785 | +180 | 1.09% | Q4 2025 | Jan 12, 2026 |
| Buttonwood Financial Advisors Inc. | History | Reduced | 16,575 | 3,642 | 1.21% | 1.26% | 786 | -386 | -2.28% | Q4 2025 | Feb 04, 2026 |
| Empower Advisory Group, LLC | History | Added to | 16,504 | 3,627 | 0.01% | 0.01% | 787 | +3,114 | 23.26% | Q4 2025 | Feb 12, 2026 |
| ICONIQ Capital, LLC | History | No change | 16,466 | 3,618 | 0.05% | 0.04% | 788 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Financial Guidance Group, Inc. | History | No change | 16,428 | 3,610 | 1.48% | 1.59% | 789 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| BridgePort Financial Solutions, LLC | History | Added to | 16,422 | 3,609 | 0.97% | 0.95% | 790 | +120 | 0.74% | Q4 2025 | Jan 16, 2026 |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | History | Added to | 16,510 | 3,602 | 0.23% | 0.24% | 791 | +118 | 0.72% | Q4 2025 | Feb 05, 2026 |
| Kingdom Financial Group LLC. | History | New | 16,360 | 3,595 | 1.11% | — | 792 | +16,360 | New | Q4 2025 | Feb 06, 2026 |
| Mosaic Advisors LLC | History | Reduced | 16,346 | 3,592 | 6.89% | 9.08% | 793 | -1,013 | -5.84% | Q4 2025 | Feb 18, 2026 |
| D'Orazio & Associates, Inc. | History | Reduced | 16,315 | 3,585 | 0.46% | 0.48% | 794 | -472 | -2.81% | Q4 2025 | Feb 04, 2026 |
| Dupree Financial Group, LLC | History | Reduced | 16,308 | 3,584 | 1.31% | 1.42% | 795 | -962 | -5.57% | Q4 2025 | Jan 29, 2026 |
| Miller Investment Management, LP | History | No change | 16,293 | 3,580 | 0.35% | 0.35% | 796 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| CAMBRIDGE CAPITAL MANAGEMENT, LLC | History | Reduced | 16,284 | 3,578 | 1.61% | 1.74% | 797 | -507 | -3.02% | Q4 2025 | Jan 28, 2026 |
| Elmwood Wealth Management, Inc. | History | Added to | 16,274 | 3,576 | 1.13% | 0.42% | 799 | +10,761 | 195.19% | Q4 2025 | Jan 08, 2026 |
| Argent Trust Co | History | Reduced | 16,271 | 3,576 | 0.12% | 0.13% | 798 | -544 | -3.24% | Q4 2025 | Feb 10, 2026 |
| Johnson Financial Group, Inc. | History | Reduced | 16,204 | 3,561 | 0.13% | 0.14% | 800 | -548 | -3.27% | Q4 2025 | Feb 12, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 16,104 | 3,539 | 0.27% | 0.28% | 801 | +172 | 1.08% | Q4 2025 | Jan 07, 2026 |
| Axis Wealth Partners, LLC | History | Reduced | 16,100 | 3,538 | 1.95% | 2.04% | 802 | -74 | -0.46% | Q4 2025 | Jan 30, 2026 |
| ASSETMARK, INC | History | Added to | 16,089 | 3,536 | 0.01% | 0.0% | 803 | +9,455 | 142.52% | Q4 2025 | Jan 23, 2026 |
| EQUITABLE TRUST CO | History | No change | 15,960 | 3,507 | 0.16% | 0.16% | 804 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| PITTENGER & ANDERSON INC | History | Added to | 15,912 | 3,497 | 0.13% | 0.11% | 805 | +1,673 | 11.75% | Q4 2025 | Feb 02, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 15,900 | 3,494 | 0.01% | 0.0% | 806 | +7,700 | 93.9% | Q4 2025 | Feb 12, 2026 |
| TBH Global Asset Management, LLC | History | Added to | 15,863 | 3,486 | 0.58% | 0.65% | 807 | +474 | 3.08% | Q4 2025 | Jan 29, 2026 |
| SVB WEALTH LLC | History | Reduced | 15,798 | 3,472 | 0.2% | 0.21% | 808 | -2,101 | -11.74% | Q4 2025 | Feb 04, 2026 |
| Wilson & Boucher Capital Management, LLC | History | Reduced | 15,654 | 3,440 | 2.26% | 2.25% | 809 | -197 | -1.24% | Q4 2025 | Feb 05, 2026 |
| Base Wealth Management LLC | History | Added to | 15,628 | 3,434 | 1.85% | 1.84% | 810 | +634 | 4.23% | Q4 2025 | Jan 21, 2026 |
| UPTICK PARTNERS, LLC | History | Reduced | 15,570 | 3,421 | 0.73% | 0.94% | 811 | -1,072 | -6.44% | Q4 2025 | Feb 02, 2026 |
| Advocate Investing Services LLC | History | New | 15,515 | 3,409 | 3.05% | — | 812 | +15,515 | New | Q4 2025 | Feb 12, 2026 |
| Jacobi Capital Management LLC | History | Added to | 15,510 | 3,408 | 0.2% | 0.19% | 813 | +770 | 5.22% | Q4 2025 | Feb 13, 2026 |
| CHILDRESS CAPITAL ADVISORS, LLC | History | Reduced | 15,505 | 3,407 | 0.55% | 0.62% | 814 | -327 | -2.07% | Q4 2025 | Jan 26, 2026 |
| Rooted Wealth Advisors, Inc. | History | Reduced | 14,882 | 3,371 | 0.95% | 3.83% | 815 | -42,757 | -74.18% | Q4 2025 | Feb 09, 2026 |
| Linscomb Wealth, Inc. | History | Added to | 15,277 | 3,357 | 0.14% | 0.12% | 816 | +1,888 | 14.1% | Q4 2025 | Feb 10, 2026 |
| Opus Financial Solutions LLC | History | New | 15,179 | 3,336 | 3.15% | — | 817 | +15,179 | New | Q4 2025 | Feb 17, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Reduced | 15,055 | 3,308 | 0.53% | 0.76% | 818 | -4,636 | -23.54% | Q4 2025 | Feb 17, 2026 |
| TOBIAS FINANCIAL ADVISORS, INC. | History | Added to | 15,024 | 3,301 | 0.47% | 0.49% | 819 | +2 | 0.01% | Q4 2025 | Feb 13, 2026 |
| Aspetuck Financial Management LLC | History | Reduced | 14,958 | 3,287 | 2.21% | 2.28% | 820 | -468 | -3.03% | Q4 2025 | Feb 11, 2026 |
| One Capital Management, LLC | History | Added to | 14,919 | 3,279 | 0.1% | 0.1% | 821 | +16 | 0.11% | Q4 2025 | Feb 10, 2026 |
| Wilkins Miller Wealth Management, LLC | History | Reduced | 14,853 | 3,264 | 1.94% | 2.04% | 822 | -400 | -2.62% | Q4 2025 | Jan 21, 2026 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | History | No change | 14,490 | 3,252 | 0.03% | 0.03% | 823 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| LGL PARTNERS, LLC | History | Reduced | 14,790 | 3,250 | 1.39% | 1.41% | 824 | -469 | -3.07% | Q4 2025 | Feb 09, 2026 |
| Sugar Maple Asset Management, LLC | History | Reduced | 14,771 | 3,246 | 2.18% | 2.32% | 825 | -282 | -1.87% | Q4 2025 | Jan 20, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | Added to | 14,734 | 3,238 | 0.19% | 0.03% | 826 | +13,225 | 876.41% | Q4 2025 | Feb 09, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 14,732 | 3,237 | 0.28% | 0.29% | 827 | -612 | -3.99% | Q4 2025 | Jan 26, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Added to | 14,714 | 3,233 | 0.25% | 0.21% | 828 | +2,930 | 24.86% | Q4 2025 | Jan 23, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Reduced | 14,685 | 3,227 | 0.22% | 0.23% | 829 | -135 | -0.91% | Q4 2025 | Jan 08, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | Reduced | 14,646 | 3,218 | 0.74% | 0.79% | 830 | -87 | -0.59% | Q4 2025 | Jan 20, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 14,515 | 3,190 | 0.15% | 0.18% | 831 | -3,208 | -18.1% | Q4 2025 | Feb 13, 2026 |
| Gouws Capital LLC | History | Added to | 14,518 | 3,190 | 1.69% | 1.71% | 832 | +90 | 0.62% | Q4 2025 | Feb 02, 2026 |
| Accel Wealth Management | History | Added to | 14,509 | 3,188 | 0.87% | 0.87% | 833 | +664 | 4.8% | Q4 2025 | Jan 20, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | Added to | 14,463 | 3,178 | 1.35% | 1.33% | 834 | +69 | 0.48% | Q4 2025 | Jan 30, 2026 |
| MRWM Advisors, LLC | History | New | 14,428 | 3,170 | 1.7% | — | 835 | +14,428 | New | Q4 2025 | Jan 26, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 14,362 | 3,156 | 0.03% | 0.01% | 836 | +11,691 | 437.7% | Q4 2025 | Feb 06, 2026 |
| St. Clair Advisors, LLC | History | Added to | 14,335 | 3,150 | 0.81% | 0.82% | 837 | +8 | 0.06% | Q4 2025 | Jan 20, 2026 |
| Caldwell Trust Co | History | Added to | 14,288 | 3,140 | 0.28% | 0.25% | 838 | +1,790 | 14.32% | Q4 2025 | Jan 30, 2026 |
| London & Capital Asset Management Ltd | History | Added to | 14,265 | 3,135 | 0.03% | 0.21% | 839 | +654 | 4.8% | Q4 2025 | Feb 17, 2026 |
| Fiduciary Alliance LLC | History | Reduced | 14,258 | 3,133 | 0.2% | 0.22% | 840 | -1,184 | -7.67% | Q4 2025 | Jan 22, 2026 |
| Archford Capital Strategies, LLC | History | Reduced | 14,249 | 3,131 | 0.36% | 0.37% | 841 | -118 | -0.82% | Q4 2025 | Jan 15, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 14,212 | 3,123 | 0.03% | 0.04% | 842 | +282 | 2.02% | Q4 2025 | Feb 02, 2026 |
| FIRST NATIONAL TRUST CO | History | Added to | 14,208 | 3,122 | 0.1% | 0.1% | 843 | +90 | 0.64% | Q4 2025 | Feb 09, 2026 |
| Montecito Bank & Trust | History | Reduced | 14,161 | 3,112 | 0.5% | 0.49% | 844 | -489 | -3.34% | Q4 2025 | Jan 09, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 14,102 | 3,098 | 0.99% | 0.94% | 845 | +1,813 | 14.75% | Q4 2025 | Feb 10, 2026 |
| Roundview Capital LLC | History | Added to | 14,084 | 3,095 | 0.19% | 0.19% | 846 | +60 | 0.43% | Q4 2025 | Feb 09, 2026 |
| FineMark National Bank & Trust | History | Added to | 14,075 | 3,093 | 0.1% | 0.1% | 847 | +3 | 0.02% | Q4 2025 | Feb 12, 2026 |
| Sterling Wealth Advisors Inc | History | Reduced | 13,978 | 3,072 | 1.85% | 2.12% | 848 | -1,430 | -9.28% | Q4 2025 | Jan 26, 2026 |
| Wealthspire Retirement, LLC | History | Reduced | 13,959 | 3,067 | 0.19% | 0.19% | 849 | -18 | -0.13% | Q4 2025 | Feb 18, 2026 |
| Affiance Financial, LLC | History | No change | 13,938 | 3,063 | 0.49% | 0.55% | 850 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Forza Wealth Management, LLC | History | Reduced | 13,821 | 3,037 | 1.1% | 1.58% | 851 | -5,305 | -27.74% | Q4 2025 | Feb 02, 2026 |
| Eagle Strategies LLC | History | Added to | 13,806 | 3,034 | 0.39% | 0.35% | 852 | +1,619 | 13.28% | Q4 2025 | Jan 23, 2026 |
| Bath Savings Trust Co | History | Reduced | 13,715 | 3,014 | 0.3% | 0.3% | 853 | -230 | -1.65% | Q4 2025 | Jan 12, 2026 |
| Belpointe Asset Management LLC | History | Added to | 13,700 | 3,011 | 0.11% | 0.1% | 854 | +1,764 | 14.78% | Q4 2025 | Jan 27, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Reduced | 13,697 | 3,010 | 0.16% | 0.16% | 855 | -163 | -1.18% | Q4 2025 | Feb 11, 2026 |
| Southeast Asset Advisors, LLC | History | Added to | 13,673 | 3,005 | 0.29% | 0.29% | 856 | +1,146 | 9.15% | Q4 2025 | Feb 13, 2026 |
| ATTICUS WEALTH MANAGEMENT, LLC | History | Reduced | 13,648 | 2,999 | 0.74% | 0.94% | 857 | -3,675 | -21.21% | Q4 2025 | Feb 09, 2026 |
| Miramar Capital, LLC | History | Added to | 13,631 | 2,995 | 0.65% | 0.65% | 858 | +7 | 0.05% | Q4 2025 | Feb 11, 2026 |
| Pekin Hardy Strauss, Inc. | History | Added to | 13,504 | 2,967 | 0.27% | 0.29% | 859 | +98 | 0.73% | Q4 2025 | Jan 30, 2026 |
| Citizens National Bank Trust Department | History | Reduced | 13,439 | 2,953 | 0.51% | 0.52% | 860 | -72 | -0.53% | Q4 2025 | Jan 30, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Reduced | 13,379 | 2,940 | 0.05% | 0.06% | 861 | -8 | -0.06% | Q4 2025 | Jan 23, 2026 |
| Next Capital Management LLC | History | Added to | 13,360 | 2,936 | 0.94% | 0.96% | 862 | +11 | 0.08% | Q4 2025 | Feb 11, 2026 |
| Relyea Zuckerberg Hanson LLC | History | Reduced | 13,349 | 2,933 | 0.3% | 0.31% | 864 | -249 | -1.83% | Q4 2025 | Jan 20, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | Added to | 13,345 | 2,933 | 0.04% | 0.04% | 863 | +1 | 0.01% | Q4 2025 | Feb 12, 2026 |
| MSH Capital Advisors LLC | History | Added to | 13,334 | 2,930 | 0.63% | 0.73% | 865 | +734 | 5.83% | Q4 2025 | Feb 09, 2026 |
| LOM Asset Management Ltd | History | Reduced | 13,312 | 2,925 | 0.85% | 0.88% | 866 | -32 | -0.24% | Q4 2025 | Jan 23, 2026 |
| Walkner Condon Financial Advisors LLC | History | Added to | 13,142 | 2,888 | 0.4% | 0.41% | 867 | +1,175 | 9.82% | Q4 2025 | Jan 21, 2026 |
| First Command Advisory Services, Inc. | History | Reduced | 13,139 | 2,887 | 0.02% | 0.02% | 868 | -780 | -5.6% | Q4 2025 | Feb 11, 2026 |
| HOHIMER WEALTH MANAGEMENT, LLC | History | Added to | 13,111 | 2,881 | 0.39% | 0.39% | 869 | +66 | 0.51% | Q4 2025 | Feb 12, 2026 |
| LeClair Wealth Partners LLC | History | Reduced | 13,083 | 2,875 | 1.67% | 1.78% | 870 | -189 | -1.42% | Q4 2025 | Feb 11, 2026 |
| Beacon Bridge Wealth Partners, LLC | History | Reduced | 13,068 | 2,872 | 0.95% | 1.02% | 871 | -243 | -1.83% | Q4 2025 | Jan 27, 2026 |
| Finward Bancorp | History | Added to | 13,061 | 2,870 | 2.23% | 1.93% | 872 | +1,265 | 10.72% | Q4 2025 | Jan 21, 2026 |
| KWMG, LLC | History | Reduced | 13,039 | 2,865 | 0.25% | 0.26% | 873 | -513 | -3.79% | Q4 2025 | Jan 16, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Reduced | 13,028 | 2,863 | 0.09% | 0.09% | 874 | -65 | -0.5% | Q4 2025 | Jan 30, 2026 |
| Aviance Capital Partners, LLC | History | Added to | 12,972 | 2,850 | 0.33% | 0.31% | 875 | +696 | 5.67% | Q4 2025 | Feb 06, 2026 |
| MOTCO | History | Added to | 12,960 | 2,848 | 0.26% | 0.17% | 876 | +4,290 | 49.48% | Q4 2025 | Feb 06, 2026 |
| WFA of San Diego, LLC | History | Added to | 12,886 | 2,831 | 2.07% | 1.76% | 877 | +926 | 7.74% | Q4 2025 | Feb 17, 2026 |
| SRH ADVISORS, LLC | History | Added to | 12,865 | 2,827 | 0.81% | 0.81% | 878 | +1 | 0.01% | Q4 2025 | Jan 21, 2026 |
| HALL CAPITAL MANAGEMENT CO INC | History | Added to | 12,842 | 2,822 | 1.09% | 1.06% | 879 | +401 | 3.22% | Q4 2025 | Feb 17, 2026 |
| Opus Capital Group, LLC | History | Reduced | 12,818 | 2,817 | 0.31% | 0.32% | 880 | -501 | -3.76% | Q4 2025 | Jan 30, 2026 |
| CAPITAL CITY TRUST CO/FL | History | Added to | 12,815 | 2,816 | 0.63% | 0.62% | 881 | +1,006 | 8.52% | Q4 2025 | Feb 03, 2026 |
| SONATA CAPITAL GROUP INC | History | Reduced | 12,813 | 2,816 | 1.02% | 1.03% | 882 | -50 | -0.39% | Q4 2025 | Jan 26, 2026 |
| Savvy Advisors, Inc. | History | Added to | 12,658 | 2,782 | 0.09% | 0.08% | 884 | +4,799 | 61.06% | Q4 2025 | Jan 20, 2026 |
| Anchor Investment Management, LLC | History | Reduced | 12,659 | 2,782 | 0.23% | 0.23% | 883 | -80 | -0.63% | Q4 2025 | Feb 26, 2026 |
| Graetz Wealth LLC | History | New | 12,657 | 2,781 | 2.53% | — | 885 | +12,657 | New | Q4 2025 | Feb 12, 2026 |
| Nicholson Meyer Capital Management, Inc. | History | Reduced | 12,644 | 2,778 | 2.1% | 2.26% | 886 | -994 | -7.29% | Q4 2025 | Jan 28, 2026 |
| 71 West Capital Partners | History | New | 12,576 | 2,763 | 0.13% | — | 887 | +12,576 | New | Q4 2025 | Feb 17, 2026 |
| Leeward Financial Partners, LLC | History | No change | 12,561 | 2,760 | 0.78% | 0.77% | 888 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| FOCUSED ALPHA, LLC | History | New | 12,538 | 2,755 | 0.81% | — | 889 | +12,538 | New | Q4 2025 | Feb 13, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Reduced | 12,513 | 2,749 | 0.05% | 0.06% | 890 | -613 | -4.67% | Q4 2025 | Jan 16, 2026 |
| BURLING WEALTH PARTNERS, LLC | History | Added to | 12,511 | 2,749 | 0.43% | 0.44% | 892 | +254 | 2.07% | Q4 2025 | Feb 06, 2026 |
| Oliver Luxxe Assets LLC | History | Added to | 12,512 | 2,749 | 0.42% | 0.43% | 891 | +58 | 0.47% | Q4 2025 | Jan 08, 2026 |
| Cornell Pochily Investment Advisors, Inc. | History | Added to | 12,442 | 2,734 | 0.79% | 0.76% | 893 | +643 | 5.45% | Q4 2025 | Jan 20, 2026 |
| Sunburst Financial Group, LLC | History | Reduced | 12,430 | 2,731 | 0.55% | 0.57% | 894 | -32 | -0.26% | Q4 2025 | Jan 21, 2026 |
| STOCK YARDS BANK & TRUST CO | History | Reduced | 12,413 | 2,728 | 0.08% | 0.09% | 895 | -503 | -3.89% | Q4 2025 | Jan 21, 2026 |
| Asset One Wealth Management LLC | History | New | 12,047 | 2,725 | 0.37% | — | 896 | +12,047 | New | Q4 2025 | Feb 17, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 12,318 | 2,707 | 0.19% | 0.21% | 898 | -455 | -3.56% | Q4 2025 | Feb 03, 2026 |
| Joseph P. Lucia & Associates, LLC | History | Added to | 12,319 | 2,707 | 0.98% | 0.99% | 897 | +102 | 0.83% | Q4 2025 | Jan 28, 2026 |
| PATTON ALBERTSON MILLER GROUP, LLC | History | Added to | 12,303 | 2,703 | 0.32% | 0.31% | 899 | +453 | 3.82% | Q4 2025 | Feb 03, 2026 |
| Wellspring Financial Advisors, LLC | History | Added to | 12,279 | 2,700 | 0.21% | 0.24% | 900 | +96 | 0.79% | Q4 2025 | Feb 11, 2026 |
| Evercore Wealth Management, LLC | History | Reduced | 12,277 | 2,698 | 0.04% | 0.04% | 901 | -16 | -0.13% | Q4 2025 | Feb 17, 2026 |
| Cornerstone Management, Inc. | History | Reduced | 12,272 | 2,697 | 0.44% | 0.45% | 902 | -230 | -1.84% | Q4 2025 | Feb 06, 2026 |
| Charter Capital Management, LLC\DE | History | No change | 12,274 | 2,697 | 1.39% | 1.43% | 903 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | Reduced | 12,250 | 2,692 | 0.08% | 0.08% | 904 | -102 | -0.83% | Q4 2025 | Feb 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 12,242 | 2,690 | 0.01% | 0.01% | 906 | -346 | -2.75% | Q4 2025 | Feb 12, 2026 |
| NORTH STAR ASSET MANAGEMENT INC | History | Reduced | 12,240 | 2,690 | 0.11% | 0.11% | 905 | -61 | -0.5% | Q4 2025 | Feb 09, 2026 |
| Dentgroup LLC | History | Reduced | 12,226 | 2,686 | 1.84% | 2.4% | 907 | -4,985 | -28.96% | Q4 2025 | Jan 28, 2026 |
| Bulwark Capital Corp | History | Reduced | 12,212 | 2,683 | 1.91% | 2.12% | 908 | -406 | -3.22% | Q4 2025 | Jan 12, 2026 |
| TANDEM CAPITAL MANAGEMENT CORP /ADV | History | Added to | 12,144 | 2,668 | 1.21% | 1.22% | 909 | +3 | 0.02% | Q4 2025 | Jan 23, 2026 |
| Landmark Wealth Management, LLC | History | Reduced | 12,139 | 2,667 | 1.02% | 1.08% | 910 | -472 | -3.74% | Q4 2025 | Feb 05, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Added to | 12,129 | 2,665 | 0.06% | 0.06% | 911 | +603 | 5.23% | Q4 2025 | Feb 03, 2026 |
| RFG Advisory, LLC | History | Added to | 12,109 | 2,661 | 0.05% | 0.04% | 912 | +4,221 | 53.51% | Q4 2025 | Feb 03, 2026 |
| Selby Wealth Management, LLC | History | New | 12,091 | 2,657 | 1.07% | — | 913 | +12,091 | New | Q4 2025 | Feb 13, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 12,066 | 2,651 | 0.16% | 0.14% | 914 | +1,465 | 13.82% | Q4 2025 | Feb 10, 2026 |
| AIMZ Investment Advisors, LLC | History | Added to | 12,042 | 2,646 | 0.76% | 0.67% | 915 | +2,196 | 22.3% | Q4 2025 | Feb 17, 2026 |
| Verity & Verity, LLC | History | Added to | 12,014 | 2,640 | 0.2% | 0.21% | 916 | +76 | 0.64% | Q4 2025 | Feb 10, 2026 |
| Certified Advisory Corp | History | Reduced | 12,001 | 2,637 | 0.24% | 0.28% | 917 | -1,691 | -12.35% | Q4 2025 | Jan 12, 2026 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | History | Reduced | 11,966 | 2,629 | 0.88% | 0.9% | 918 | -150 | -1.24% | Q4 2025 | Jan 22, 2026 |
| SageView Advisory Group, LLC | History | Reduced | 11,919 | 2,619 | 0.09% | 0.13% | 919 | -5,458 | -31.41% | Q4 2025 | Feb 17, 2026 |
| ASO GROUP Ltd | History | New | 11,880 | 2,611 | 1.02% | — | 920 | +11,880 | New | Q4 2025 | Feb 12, 2026 |
| Van Hulzen Asset Management, LLC | History | Reduced | 11,729 | 2,577 | 0.19% | 0.19% | 921 | -123 | -1.04% | Q4 2025 | Feb 06, 2026 |
| Equity Wealth Partners, LLC | History | Reduced | 11,670 | 2,564 | 1.66% | 2.12% | 922 | -466 | -3.84% | Q4 2025 | Jan 26, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | Reduced | 11,357 | 2,562 | 0.17% | 0.19% | 924 | -50 | -0.44% | Q4 2025 | Feb 13, 2026 |
| ADVISORY RESEARCH INC | History | No change | 11,658 | 2,562 | 0.32% | 0.33% | 923 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Capstone Wealth Management Group LLC | History | No change | 11,640 | 2,558 | 1.55% | 1.6% | 925 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Colonial Trust Co / SC | History | No change | 11,615 | 2,552 | 0.34% | 0.34% | 926 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CGN Advisors LLC | History | Added to | 11,606 | 2,550 | 0.2% | 0.2% | 927 | +101 | 0.88% | Q4 2025 | Jan 05, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | Reduced | 11,591 | 2,547 | 0.01% | 0.02% | 928 | -4,181 | -26.51% | Q4 2025 | Jan 13, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 11,591 | 2,547 | 0.18% | 0.2% | 929 | +163 | 1.43% | Q4 2025 | Jan 21, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 11,531 | 2,534 | 0.19% | 0.21% | 930 | -1,188 | -9.34% | Q4 2025 | Jan 29, 2026 |
| Latitude Advisors, LLC | History | Reduced | 11,524 | 2,532 | 1.11% | 1.14% | 931 | -75 | -0.65% | Q4 2025 | Jan 27, 2026 |
| Emerald Advisors, LLC | History | Added to | 11,447 | 2,515 | 0.34% | 0.3% | 932 | +833 | 7.85% | Q4 2025 | Jan 27, 2026 |
| ROBERTS GLORE & CO INC /IL/ | History | Reduced | 11,443 | 2,514 | 0.67% | 0.68% | 933 | -80 | -0.69% | Q4 2025 | Feb 05, 2026 |
| Weinberger Asset Management, Inc | History | Added to | 11,436 | 2,513 | 0.91% | 0.84% | 934 | +624 | 5.77% | Q4 2025 | Feb 09, 2026 |
| GK Wealth Management LLC | History | Added to | 11,373 | 2,499 | 1.66% | 1.56% | 936 | +1,506 | 15.26% | Q4 2025 | Jan 05, 2026 |
| FC Advisory LLC | History | Added to | 11,372 | 2,499 | 0.72% | 0.71% | 935 | +79 | 0.7% | Q4 2025 | Jan 13, 2026 |
| Amplius Wealth Advisors, LLC | History | Reduced | 11,349 | 2,494 | 0.21% | 0.22% | 937 | -437 | -3.71% | Q4 2025 | Jan 12, 2026 |
| waypoint wealth counsel | History | Added to | 11,335 | 2,491 | 0.91% | 0.89% | 938 | +890 | 8.52% | Q4 2025 | Jan 28, 2026 |
| Wealthcare Capital Partners, LLC | History | Added to | 11,338 | 2,491 | 1.17% | 1.11% | 939 | +174 | 1.56% | Q4 2025 | Jan 14, 2026 |
| Madison Asset Management, LLC | History | Reduced | 11,330 | 2,490 | 0.03% | 0.03% | 940 | -45 | -0.4% | Q4 2025 | Feb 04, 2026 |
| HICKS CAPITAL MANAGEMENT LLC | History | Reduced | 11,285 | 2,480 | 2.5% | 4.32% | 941 | -125 | -1.1% | Q4 2025 | Feb 05, 2026 |
| Duncan Williams Asset Management, LLC | History | Added to | 10,946 | 2,479 | 0.62% | 0.66% | 942 | +86 | 0.79% | Q4 2025 | Feb 05, 2026 |
| Andrews Advisory Associates, LLC | History | New | 11,270 | 2,477 | 1.32% | — | 943 | +11,270 | New | Q4 2025 | Feb 18, 2026 |
| WEST BANCORPORATION INC | History | Reduced | 11,232 | 2,468 | 1.29% | 1.37% | 944 | -196 | -1.72% | Q4 2025 | Jan 29, 2026 |
| EQ WEALTH ADVISORS, LLC | History | Reduced | 11,172 | 2,455 | 1.45% | 1.62% | 945 | -230 | -2.02% | Q4 2025 | Feb 02, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | Added to | 11,135 | 2,447 | 0.56% | 0.58% | 946 | +31 | 0.28% | Q4 2025 | Jan 06, 2026 |
| BFSG, LLC | History | Added to | 11,132 | 2,446 | 0.24% | 0.08% | 947 | +7,079 | 174.66% | Q4 2025 | Jan 22, 2026 |
| Williams Jones Wealth Management, LLC. | History | Added to | 11,120 | 2,443 | 0.03% | 0.03% | 949 | +313 | 2.9% | Q4 2025 | Feb 13, 2026 |
| GREAT LAKES ADVISORS, LLC | History | Reduced | 11,119 | 2,443 | 0.02% | 0.02% | 948 | -89 | -0.79% | Q4 2025 | Feb 12, 2026 |
| Sage Investment Advisers LLC | History | New | 11,113 | 2,442 | 1.83% | — | 950 | +11,113 | New | Q4 2025 | Feb 10, 2026 |
| Sage Mountain Advisors LLC | History | Added to | 11,077 | 2,434 | 0.13% | 0.05% | 951 | +6,836 | 161.19% | Q4 2025 | Jan 23, 2026 |
| Brindle & Bay Financial Advisors, LLC | History | New | 10,975 | 2,412 | 1.61% | — | 953 | +10,975 | New | Q4 2025 | Jan 29, 2026 |
| Atlantic Union Bankshares Corp | History | Reduced | 10,978 | 2,412 | 0.05% | 0.05% | 952 | -366 | -3.23% | Q4 2025 | Feb 04, 2026 |
| Revisor Wealth Management LLC | History | Added to | 10,832 | 2,404 | 0.64% | 0.33% | 954 | +6,441 | 146.69% | Q4 2025 | Jan 27, 2026 |
| Smith Salley Wealth Management | History | Reduced | 10,848 | 2,384 | 0.12% | 0.13% | 955 | -448 | -3.97% | Q4 2025 | Jan 27, 2026 |
| Johnson Bixby & Associates, LLC | History | Reduced | 10,811 | 2,376 | 0.29% | 0.35% | 956 | -1,947 | -15.26% | Q4 2025 | Jan 14, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 10,769 | 2,366 | 0.14% | 0.16% | 957 | -2,151 | -16.65% | Q4 2025 | Jan 30, 2026 |
| Pitti Group Wealth Management, LLC | History | Added to | 10,745 | 2,361 | 1.94% | 1.95% | 958 | +140 | 1.32% | Q4 2025 | Feb 13, 2026 |
| REGIONS FINANCIAL CORP | History | Added to | 10,688 | 2,349 | 0.02% | 0.01% | 959 | +1,258 | 13.34% | Q4 2025 | Jan 27, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 10,691 | 2,349 | 0.19% | 0.19% | 960 | +166 | 1.58% | Q4 2025 | Feb 17, 2026 |
| DURANTE & WATERS, LLC | History | Added to | 10,599 | 2,329 | 1.62% | 1.68% | 961 | +12 | 0.11% | Q4 2025 | Jan 30, 2026 |
| Black Diamond Financial, LLC | History | Added to | 10,445 | 2,295 | 0.24% | 0.16% | 962 | +4,010 | 62.32% | Q4 2025 | Feb 03, 2026 |
| Tandem Investment Partners LLC | History | Reduced | 10,430 | 2,292 | 1.93% | 2.95% | 963 | -6,188 | -37.24% | Q4 2025 | Jan 21, 2026 |
| Navis Wealth Advisors, LLC | History | Added to | 10,355 | 2,275 | 0.96% | 1.17% | 964 | +3,130 | 43.32% | Q4 2025 | Feb 13, 2026 |
| Tudor Financial Inc. | History | Added to | 10,354 | 2,275 | 1.16% | 1.18% | 965 | +55 | 0.53% | Q4 2025 | Feb 13, 2026 |
| SAXON INTERESTS, INC. | History | Reduced | 10,327 | 2,269 | 0.8% | 0.87% | 966 | -200 | -1.9% | Q4 2025 | Feb 13, 2026 |
| CJM Wealth Advisers, Ltd. | History | Added to | 10,326 | 2,269 | 0.68% | 0.68% | 967 | +104 | 1.02% | Q4 2025 | Jan 23, 2026 |
| Meridian Financial Advisors, LLC | History | Reduced | 10,322 | 2,268 | 1.24% | 1.26% | 968 | -57 | -0.55% | Q4 2025 | Jan 23, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Added to | 10,318 | 2,267 | 0.08% | 0.08% | 970 | +91 | 0.89% | Q4 2025 | Feb 13, 2026 |
| First PREMIER Bank | History | Added to | 10,317 | 2,267 | 0.52% | 0.5% | 969 | +28 | 0.27% | Q4 2025 | Jan 23, 2026 |
| Thayer Partners, LLC / MA | History | New | 10,277 | 2,258 | 1.1% | — | 971 | +10,277 | New | Q4 2025 | Feb 05, 2026 |
| Crewe Advisors LLC | History | Reduced | 10,246 | 2,251 | 0.2% | 0.21% | 972 | -110 | -1.06% | Q4 2025 | Jan 16, 2026 |
| ACIMA PRIVATE WEALTH, LLC | History | No change | 10,225 | 2,247 | 0.7% | 0.69% | 973 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| LRI Investments, LLC | History | Added to | 10,218 | 2,245 | 0.18% | 0.18% | 974 | +100 | 0.99% | Q4 2025 | Feb 04, 2026 |
| Cauble & Harre Wealth Management, Inc. | History | New | 10,030 | 2,204 | 1.85% | — | 975 | +10,030 | New | Q4 2025 | Feb 05, 2026 |
| BOS Asset Management, LLC | History | Added to | 10,027 | 2,203 | 0.59% | 0.55% | 976 | +1,057 | 11.78% | Q4 2025 | Jan 09, 2026 |
| Colter Lewis Investment Partners LLC | History | New | 10,014 | 2,200 | 2.54% | — | 977 | +10,014 | New | Q4 2025 | Feb 17, 2026 |
| Thrive Capital Management, LLC | History | Added to | 10,006 | 2,199 | 0.49% | 0.53% | 978 | +438 | 4.58% | Q4 2025 | Feb 09, 2026 |
| ROBINSON SMITH WEALTH ADVISORS LLC | History | Reduced | 10,001 | 2,197 | 1.5% | 1.59% | 979 | -279 | -2.71% | Q4 2025 | Feb 09, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 9,986 | 2,194 | 0.02% | 0.01% | 980 | +1,556 | 18.46% | Q4 2025 | Feb 12, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 9,973 | 2,191 | 0.41% | 0.39% | 981 | +363 | 3.78% | Q4 2025 | Feb 12, 2026 |
| MKT Advisors LLC | History | Reduced | 9,855 | 2,187 | 0.75% | 0.82% | 982 | -283 | -2.79% | Q4 2025 | Jan 08, 2026 |
| DEFINED WEALTH MANAGEMENT, LLC | History | Reduced | 9,948 | 2,186 | 1.26% | 1.25% | 983 | -69 | -0.69% | Q4 2025 | Jan 15, 2026 |
| KDT Advisors, LLC | History | No change | 9,940 | 2,184 | 3.06% | 3.14% | 984 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | Reduced | 9,926 | 2,181 | 0.11% | 0.11% | 985 | -29 | -0.29% | Q4 2025 | Feb 11, 2026 |
| Comprehensive Financial Consultants Institutional, Inc. | History | Reduced | 9,924 | 2,181 | 0.66% | 0.66% | 986 | -6 | -0.06% | Q4 2025 | Jan 29, 2026 |
| BITTERROOT CAPITAL ADVISORS LLC | History | New | 9,912 | 2,178 | 1.49% | — | 987 | +9,912 | New | Q4 2025 | Feb 17, 2026 |
| Ballast Financial Advisors LLC | History | New | 9,895 | 2,174 | 2.24% | — | 988 | +9,895 | New | Q4 2025 | Feb 17, 2026 |
| Planning Center, Inc. | History | Added to | 9,855 | 2,165 | 0.22% | 0.22% | 989 | +220 | 2.28% | Q4 2025 | Feb 02, 2026 |
| MOKAN Wealth Management Inc. | History | Added to | 9,844 | 2,163 | 0.96% | 0.99% | 990 | +713 | 7.81% | Q4 2025 | Jan 26, 2026 |
| TPG Advisors LLC | History | Added to | 9,824 | 2,159 | 1.34% | 1.29% | 991 | +753 | 8.3% | Q4 2025 | Jan 21, 2026 |
| Cassaday & Co Wealth Management LLC | History | Reduced | 9,822 | 2,158 | 0.05% | 0.05% | 992 | -596 | -5.72% | Q4 2025 | Feb 03, 2026 |
| Financially in Tune, LLC | History | New | 9,807 | 2,155 | 2.01% | — | 993 | +9,807 | New | Q4 2025 | Feb 27, 2026 |
| Spinnaker Investment Group, LLC | History | Reduced | 9,797 | 2,153 | 0.39% | 0.4% | 994 | -110 | -1.11% | Q4 2025 | Jan 12, 2026 |
| XTX Topco Ltd | History | Added to | 9,782 | 2,149 | 0.06% | 0.02% | 995 | +8,423 | 619.79% | Q4 2025 | Feb 17, 2026 |
| TrueWealth Advisors, LLC | History | Added to | 9,770 | 2,147 | 0.56% | 0.56% | 996 | +193 | 2.02% | Q4 2025 | Jan 07, 2026 |
| PGIM Custom Harvest LLC | History | Added to | 9,764 | 2,145 | 0.03% | 0.03% | 998 | +1,348 | 16.02% | Q4 2025 | Feb 17, 2026 |
| RPG Investment Advisory, LLC | History | Added to | 9,764 | 2,145 | 0.24% | 0.24% | 997 | +461 | 4.96% | Q4 2025 | Jan 20, 2026 |
| VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | History | Added to | 9,612 | 2,112 | 0.61% | 0.59% | 999 | +205 | 2.18% | Q4 2025 | Feb 12, 2026 |
| Vantage Financial Partners, LLC | History | Added to | 9,543 | 2,097 | 0.43% | 0.43% | 1001 | +66 | 0.7% | Q4 2025 | Feb 03, 2026 |
| THOMPSON DAVIS & CO., INC. | History | Added to | 9,545 | 2,097 | 1.26% | 1.27% | 1000 | +15 | 0.16% | Q4 2025 | Jan 12, 2026 |
| Reynders McVeigh Capital Management, LLC | History | Reduced | 9,514 | 2,091 | 0.1% | 0.1% | 1002 | -389 | -3.93% | Q4 2025 | Feb 02, 2026 |
| Discipline Wealth Solutions, LLC | History | Added to | 9,479 | 2,083 | 0.39% | 0.28% | 1004 | +4,622 | 95.16% | Q4 2025 | Jan 26, 2026 |
| SC&H Financial Advisors, Inc. | History | Added to | 9,479 | 2,083 | 0.32% | 0.33% | 1003 | +17 | 0.18% | Q4 2025 | Jan 21, 2026 |
| MEMBERS WEALTH LLC | History | Reduced | 9,254 | 2,078 | 1.3% | 1.33% | 1005 | -402 | -4.16% | Q4 2025 | Jan 28, 2026 |
| Asset Allocation Strategies LLC | History | Reduced | 9,448 | 2,076 | 0.38% | 0.47% | 1007 | -1,519 | -13.85% | Q4 2025 | Feb 13, 2026 |
| IRON Financial LLC | History | Added to | 9,448 | 2,076 | 0.95% | 0.98% | 1006 | +1 | 0.01% | Q4 2025 | Jan 22, 2026 |
| NOVARE CAPITAL MANAGEMENT LLC | History | Added to | 9,444 | 2,075 | 0.16% | 0.15% | 1008 | +164 | 1.77% | Q4 2025 | Feb 05, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | Reduced | 9,355 | 2,055 | 0.33% | 0.38% | 1009 | -1,255 | -11.83% | Q4 2025 | Jan 28, 2026 |
| Round Rock Advisors LLC | History | Reduced | 9,331 | 2,050 | 0.31% | 0.32% | 1010 | -39 | -0.42% | Q4 2025 | Apr 07, 2026 |
| WETZEL INVESTMENT ADVISORS, INC. | History | Reduced | 9,261 | 2,035 | 0.82% | 0.86% | 1011 | -5 | -0.05% | Q4 2025 | Jan 22, 2026 |
| Peak Retirement Planning, Inc. | History | Added to | 9,251 | 2,033 | 0.48% | 0.44% | 1012 | +2,089 | 29.17% | Q4 2025 | Feb 10, 2026 |
| PPS&V ASSET MANAGEMENT CONSULTANTS, INC. | History | Reduced | 9,213 | 2,024 | 1.17% | 1.33% | 1013 | -1,465 | -13.72% | Q4 2025 | Jan 07, 2026 |
| SWEENEY & MICHEL, LLC | History | Reduced | 8,817 | 2,022 | 0.6% | 0.64% | 1014 | -78 | -0.88% | Q4 2025 | Feb 13, 2026 |
| Bragg Financial Advisors, Inc | History | Added to | 9,163 | 2,013 | 0.07% | 0.03% | 1015 | +5,349 | 140.25% | Q4 2025 | Feb 13, 2026 |
| Note Advisors, LLC | History | Added to | 8,995 | 2,013 | 1.03% | 1.07% | 1016 | +666 | 8.0% | Q4 2025 | Feb 18, 2026 |
| Centennial Advisors, LLC | History | New | 9,141 | 2,009 | 2.61% | — | 1018 | +9,141 | New | Q4 2025 | Jan 22, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 9,143 | 2,009 | 0.06% | 0.06% | 1017 | +977 | 11.96% | Q4 2025 | Feb 12, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Reduced | 9,059 | 1,990 | 0.44% | 0.48% | 1019 | -187 | -2.02% | Q4 2025 | Jan 09, 2026 |
| CAPITAL ADVISORS INC/OK | History | Reduced | 9,023 | 1,982 | 0.03% | 0.03% | 1020 | -29 | -0.32% | Q4 2025 | Jan 15, 2026 |
| Keel Point, LLC | History | Added to | 9,012 | 1,980 | 0.12% | 0.11% | 1021 | +947 | 11.74% | Q4 2025 | Feb 12, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | Reduced | 8,993 | 1,976 | 0.03% | 0.03% | 1022 | -266 | -2.87% | Q4 2025 | Jan 13, 2026 |
| Argo Wealth Advisory, LLC | History | New | 8,955 | 1,968 | 1.18% | — | 1023 | +8,955 | New | Q4 2025 | Jan 26, 2026 |
| Nova R Wealth, Inc. | History | Added to | 8,947 | 1,966 | 0.72% | 0.82% | 1024 | +14 | 0.16% | Q4 2025 | Jan 14, 2026 |
| GRANVILLE CAPITAL, INC. | History | New | 8,919 | 1,960 | 1.04% | — | 1025 | +8,919 | New | Q4 2025 | Feb 13, 2026 |
| Patten Group, Inc. | History | Added to | 8,911 | 1,958 | 0.36% | 0.26% | 1026 | +2,836 | 46.68% | Q4 2025 | Jan 23, 2026 |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | History | New | 8,802 | 1,934 | 1.81% | — | 1027 | +8,802 | New | Q4 2025 | Feb 02, 2026 |
| Joseph Group Capital Management | History | Reduced | 8,795 | 1,932 | 0.51% | 0.54% | 1028 | -57 | -0.64% | Q4 2025 | Jan 30, 2026 |
| Cambridge Financial Group, LLC | History | Added to | 9,429 | 1,930 | 0.67% | 0.57% | 1029 | +1,218 | 14.83% | Q4 2025 | Jan 09, 2026 |
| SLT Holdings LLC | History | Added to | 8,745 | 1,921 | 1.24% | 1.21% | 1030 | +79 | 0.91% | Q4 2025 | Feb 09, 2026 |
| Coppell Advisory Solutions LLC | History | Added to | 8,654 | 1,916 | 0.19% | 0.19% | 1031 | +118 | 1.38% | Q4 2025 | Feb 17, 2026 |
| Crescent Grove Advisors, LLC | History | Added to | 8,717 | 1,915 | 0.18% | 0.18% | 1032 | +37 | 0.43% | Q4 2025 | Feb 11, 2026 |
| Vident Advisory, LLC | History | Added to | 8,711 | 1,914 | 0.02% | 0.02% | 1033 | +506 | 6.17% | Q4 2025 | Feb 18, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 8,548 | 1,878 | 0.1% | 0.05% | 1034 | +4,622 | 117.73% | Q4 2025 | Jan 20, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | Reduced | 8,543 | 1,878 | 0.45% | 0.6% | 1035 | -1,932 | -18.44% | Q4 2025 | Feb 27, 2026 |
| Bridgewealth Advisory Group, LLC | History | Reduced | 8,528 | 1,874 | 0.41% | 0.44% | 1036 | -349 | -3.93% | Q4 2025 | Feb 04, 2026 |
| CUTLER INVESTMENT COUNSEL LLC | History | Added to | 8,506 | 1,869 | 0.19% | 0.19% | 1037 | +70 | 0.83% | Q4 2025 | Feb 12, 2026 |
| Keudell/Morrison Wealth Management | History | New | 8,503 | 1,868 | 0.39% | — | 1038 | +8,503 | New | Q4 2025 | Feb 06, 2026 |
| Realta Investment Advisors | History | Reduced | 8,467 | 1,860 | 0.61% | 0.61% | 1039 | -7 | -0.08% | Q4 2025 | Jan 20, 2026 |
| M.E. ALLISON & CO., INC. | History | Reduced | 8,459 | 1,859 | 1.26% | 1.3% | 1040 | -219 | -2.52% | Q4 2025 | Jan 12, 2026 |
| truNorth Financial Services, Inc. | History | New | 8,458 | 1,858 | 2.01% | — | 1041 | +8,458 | New | Q4 2025 | Feb 17, 2026 |
| Red Mountain Financial, LLC | History | Added to | 8,454 | 1,857 | 1.82% | 1.83% | 1042 | +113 | 1.35% | Q4 2025 | Jan 26, 2026 |
| UNITED SERVICES AUTOMOBILE ASSOCIATION | History | Reduced | 8,426 | 1,851 | 0.12% | 0.14% | 1043 | -751 | -8.18% | Q4 2025 | Feb 04, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Added to | 8,406 | 1,847 | 0.11% | 0.11% | 1044 | +159 | 1.93% | Q4 2025 | Jan 15, 2026 |
| Facet Wealth, Inc. | History | Added to | 8,237 | 1,844 | 0.03% | 0.02% | 1045 | +3,063 | 59.2% | Q4 2025 | Jan 29, 2026 |
| AAFMAA Wealth Management & Trust LLC | History | Reduced | 8,393 | 1,844 | 0.72% | 0.8% | 1046 | -1,014 | -10.78% | Q4 2025 | Jan 07, 2026 |
| Talisman Wealth Advisors LLC | History | Reduced | 8,297 | 1,826 | 1.42% | 1.56% | 1047 | -436 | -4.99% | Q4 2025 | Feb 20, 2026 |
| Impact Capital Partners LLC | History | Reduced | 8,304 | 1,825 | 0.54% | 0.54% | 1048 | -75 | -0.9% | Q4 2025 | Jan 07, 2026 |
| CDKV HOLDINGS LLC | History | New | 8,266 | 1,816 | 1.52% | — | 1049 | +8,266 | New | Q4 2025 | Feb 17, 2026 |
| Asempa Wealth Advisors | History | New | 8,223 | 1,807 | 1.56% | — | 1050 | +8,223 | New | Q4 2025 | Jan 08, 2026 |
| Chicago Capital, LLC | History | Reduced | 8,195 | 1,801 | 0.04% | 0.05% | 1051 | -752 | -8.41% | Q4 2025 | Jan 26, 2026 |
| CAPE COD FIVE CENTS SAVINGS BANK | History | No change | 9,080 | 1,798 | 0.16% | 0.16% | 1052 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| BNC WEALTH MANAGEMENT, LLC | History | Reduced | 8,174 | 1,796 | 0.46% | 0.51% | 1053 | -1,120 | -12.05% | Q4 2025 | Jan 22, 2026 |
| Versant Capital Management, Inc | History | Reduced | 8,169 | 1,795 | 0.23% | 0.24% | 1054 | -60 | -0.73% | Q4 2025 | Jan 08, 2026 |
| Invesco Ltd. | History | Added to | 8,132 | 1,787 | 0.0% | 0.0% | 1055 | +7,065 | 662.14% | Q4 2025 | Feb 19, 2026 |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | History | Added to | 8,134 | 1,787 | 0.15% | 0.12% | 1056 | +4,267 | 110.34% | Q4 2025 | Feb 11, 2026 |
| Successful Portfolios LLC | History | Added to | 7,935 | 1,783 | 0.91% | 0.97% | 1057 | +227 | 2.94% | Q4 2025 | Jan 23, 2026 |
| Madison Park Capital Advisors, LLC | History | Reduced | 8,100 | 1,780 | 1.44% | 1.44% | 1058 | -50 | -0.61% | Q4 2025 | Jan 20, 2026 |
| Hartmann Taylor Wealth Management, LLC | History | Reduced | 8,093 | 1,778 | 1.2% | 1.28% | 1059 | -170 | -2.06% | Q4 2025 | Jan 15, 2026 |
| WESCAP Management Group, Inc. | History | No change | 8,083 | 1,776 | 0.36% | 0.37% | 1060 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| CFS Investment Advisory Services, LLC | History | Reduced | 8,020 | 1,762 | 0.13% | 0.14% | 1061 | -322 | -3.86% | Q4 2025 | Feb 10, 2026 |
| Key Client Fiduciary Advisors, LLC | History | Added to | 8,016 | 1,761 | 0.6% | 0.57% | 1062 | +77 | 0.97% | Q4 2025 | Jan 28, 2026 |
| Odyssey Capital Advisors, Inc. | History | New | 7,976 | 1,752 | 1.56% | — | 1063 | +7,976 | New | Q4 2025 | Feb 05, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | Reduced | 7,958 | 1,749 | 0.47% | 0.51% | 1064 | -36 | -0.45% | Q4 2025 | Feb 09, 2026 |
| EASTERN BANK | History | Added to | 7,945 | 1,746 | 0.03% | 0.03% | 1065 | +481 | 6.44% | Q4 2025 | Jan 14, 2026 |
| Stanich Group LLC | History | Reduced | 7,941 | 1,745 | 1.32% | 1.06% | 1067 | -88 | -1.1% | Q4 2025 | Jan 23, 2026 |
| WBH ADVISORY INC | History | Reduced | 7,941 | 1,745 | 0.13% | 0.13% | 1066 | -39 | -0.49% | Q4 2025 | Jan 26, 2026 |
| Old North State Wealth Management, LLC | History | Added to | 7,926 | 1,743 | 0.82% | 0.79% | 1068 | +67 | 0.85% | Q4 2025 | Jan 23, 2026 |
| VestGen Advisors, LLC | History | Reduced | 7,922 | 1,741 | 0.07% | 0.28% | 1069 | -30,517 | -79.39% | Q4 2025 | Feb 17, 2026 |
| Tradewinds, LLC. | History | Added to | 7,918 | 1,740 | 0.42% | 0.4% | 1070 | +217 | 2.82% | Q4 2025 | Feb 13, 2026 |
| BOKF, NA | History | Reduced | 7,864 | 1,728 | 0.03% | 0.03% | 1071 | -511 | -6.1% | Q4 2025 | Feb 03, 2026 |
| Freestone Capital Holdings, LLC | History | Reduced | 7,841 | 1,723 | 0.05% | 0.06% | 1072 | -1,863 | -19.2% | Q4 2025 | Jan 23, 2026 |
| INSPIRION WEALTH ADVISORS, LLC | History | Reduced | 7,810 | 1,716 | 0.21% | 0.22% | 1073 | -119 | -1.5% | Q4 2025 | Jan 09, 2026 |
| POWER WEALTH MANAGEMENT LLC | History | Reduced | 7,798 | 1,713 | 0.6% | 0.69% | 1074 | -1,021 | -11.58% | Q4 2025 | Feb 17, 2026 |
| Midwestern Financial, LLC /IA | History | Reduced | 7,794 | 1,712 | 1.42% | 1.46% | 1077 | -82 | -1.04% | Q4 2025 | Feb 06, 2026 |
| KANE INVESTMENT MANAGEMENT, INC. | History | Reduced | 7,794 | 1,712 | 0.83% | 0.82% | 1076 | -39 | -0.5% | Q4 2025 | Feb 13, 2026 |
| SNS Financial Group, LLC | History | Added to | 7,791 | 1,712 | 0.15% | 0.15% | 1075 | +2 | 0.03% | Q4 2025 | Feb 02, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 7,767 | 1,707 | 0.11% | 0.15% | 1078 | -2,417 | -23.73% | Q4 2025 | Feb 20, 2026 |
| Sand Hill Global Advisors, LLC | History | Reduced | 7,715 | 1,695 | 0.06% | 0.06% | 1079 | -356 | -4.41% | Q4 2025 | Feb 12, 2026 |
| Insight Advisors, LLC/ PA | History | Reduced | 7,679 | 1,688 | 0.26% | 0.27% | 1080 | -372 | -4.62% | Q4 2025 | Feb 11, 2026 |
| Nadler Financial Group, Inc. | History | No change | 7,669 | 1,685 | 0.16% | 0.16% | 1081 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Larson Financial Group LLC | History | Added to | 7,666 | 1,684 | 0.06% | 0.05% | 1082 | +919 | 13.62% | Q4 2025 | Feb 06, 2026 |
| Bienville Capital Management, LLC | History | Added to | 7,641 | 1,679 | 0.27% | 0.31% | 1083 | +61 | 0.8% | Q4 2025 | Feb 17, 2026 |
| Marble Harbor Investment Counsel, LLC | History | Added to | 7,638 | 1,678 | 0.18% | 0.13% | 1084 | +2,100 | 37.92% | Q4 2025 | Feb 06, 2026 |
| TRAPHAGEN INVESTMENT ADVISORS LLC | History | Added to | 7,638 | 1,678 | 0.14% | 0.14% | 1085 | +332 | 4.54% | Q4 2025 | Jan 27, 2026 |
| Kelman-Lazarov, Inc. | History | Added to | 7,614 | 1,673 | 0.24% | 0.24% | 1086 | +4 | 0.05% | Q4 2025 | Jan 26, 2026 |
| Ironwood Investment Counsel, LLC | History | Added to | 7,611 | 1,672 | 0.23% | 0.24% | 1087 | +10 | 0.13% | Q4 2025 | Feb 06, 2026 |
| Roger Wittlin Investment Advisory, LLC | History | Reduced | 7,604 | 1,671 | 1.17% | 1.02% | 1089 | -878 | -10.35% | Q4 2025 | Jan 20, 2026 |
| Horst & Graben Wealth Management LLC | History | Added to | 7,606 | 1,671 | 0.25% | 0.25% | 1088 | +41 | 0.54% | Q4 2025 | Jan 27, 2026 |
| Piedmont Capital Management, LLC | History | Added to | 7,512 | 1,650 | 0.84% | 0.84% | 1090 | +171 | 2.33% | Q4 2025 | Feb 13, 2026 |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | History | Reduced | 7,506 | 1,649 | 0.69% | 0.7% | 1091 | -126 | -1.65% | Q4 2025 | Feb 13, 2026 |
| Fortis Capital Advisors, LLC | History | Reduced | 7,499 | 1,648 | 0.24% | 0.26% | 1092 | -66 | -0.87% | Q4 2025 | Jan 27, 2026 |
| BAXTER BROS INC | History | Added to | 7,493 | 1,646 | 0.19% | 0.18% | 1093 | +185 | 2.53% | Q4 2025 | Jan 26, 2026 |
| Birchcreek Wealth Management, LLC | History | No change | 7,479 | 1,643 | 0.81% | 0.83% | 1094 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Tarbox Family Office, Inc. | History | Reduced | 7,457 | 1,638 | 0.26% | 0.4% | 1095 | -5,068 | -40.46% | Q4 2025 | Jan 21, 2026 |
| Proficio Capital Partners LLC | History | Added to | 7,411 | 1,628 | 0.11% | 0.11% | 1096 | +34 | 0.46% | Q4 2025 | Feb 12, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Added to | 7,376 | 1,621 | 0.2% | 0.2% | 1097 | +183 | 2.54% | Q4 2025 | Jan 07, 2026 |
| First American Bank | History | No change | 7,334 | 1,611 | 0.1% | 0.1% | 1098 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Mystic Asset Management, Inc. | History | Added to | 7,328 | 1,610 | 0.36% | 0.35% | 1099 | +74 | 1.02% | Q4 2025 | Jan 28, 2026 |
| MOR Wealth Management, LLC | History | New | 7,322 | 1,609 | 0.74% | — | 1100 | +7,322 | New | Q4 2025 | Jan 15, 2026 |
| Arbor Wealth Advisors LLC | History | Added to | 7,311 | 1,606 | 1.14% | 1.17% | 1101 | +19 | 0.26% | Q4 2025 | Jan 12, 2026 |
| Vivaldi Capital Management LP | History | Reduced | 7,295 | 1,603 | 0.22% | 0.23% | 1102 | -86 | -1.17% | Q4 2025 | Feb 13, 2026 |
| CARRET ASSET MANAGEMENT, LLC | History | Added to | 7,291 | 1,602 | 0.15% | 0.15% | 1103 | +37 | 0.51% | Q4 2025 | Feb 17, 2026 |
| MONOGRAPH WEALTH ADVISORS, LLC | History | Added to | 7,285 | 1,601 | 0.16% | 0.15% | 1104 | +316 | 4.53% | Q4 2025 | Feb 13, 2026 |
| Compass Financial Services Inc | History | Reduced | 7,271 | 1,597 | 0.69% | 0.7% | 1105 | -75 | -1.02% | Q4 2025 | Feb 27, 2026 |
| Atria Investments, Inc | History | Added to | 7,264 | 1,596 | 0.02% | 0.02% | 1106 | +674 | 10.23% | Q4 2025 | Feb 05, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 7,225 | 1,587 | 0.13% | 0.13% | 1107 | +33 | 0.46% | Q4 2025 | Feb 04, 2026 |
| DUNCKER STREETT & CO INC | History | Reduced | 7,217 | 1,586 | 0.28% | 0.28% | 1108 | -301 | -4.0% | Q4 2025 | Jan 27, 2026 |
| Darrow Company, Inc. | History | No change | 7,185 | 1,579 | 0.71% | 0.72% | 1109 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Forum Financial Management, LP | History | Added to | 7,166 | 1,575 | 0.02% | 0.02% | 1110 | +182 | 2.61% | Q4 2025 | Jan 27, 2026 |
| Richard C. Young & CO., LTD. | History | Reduced | 7,158 | 1,573 | 0.14% | 0.15% | 1111 | -136 | -1.86% | Q4 2025 | Jan 29, 2026 |
| Bluesphere Advisors LLC | History | Added to | 7,147 | 1,570 | 0.69% | 0.63% | 1112 | +779 | 12.23% | Q4 2025 | Jan 21, 2026 |
| OneAscent Financial Services LLC | History | Reduced | 7,134 | 1,567 | 0.14% | 0.5% | 1113 | -11,665 | -62.05% | Q4 2025 | Feb 11, 2026 |
| Sagace Wealth Management LLC | History | Added to | 7,101 | 1,560 | 1.06% | 1.03% | 1114 | +55 | 0.78% | Q4 2025 | Feb 02, 2026 |
| Callan Family Office, LLC | History | Added to | 7,097 | 1,559 | 0.03% | 0.05% | 1115 | +381 | 5.67% | Q4 2025 | Feb 12, 2026 |
| TAGStone Capital, Inc. | History | Added to | 7,083 | 1,556 | 0.58% | 0.58% | 1116 | +376 | 5.61% | Q4 2025 | Feb 10, 2026 |
| HORAN Wealth, LLC | History | Added to | 7,074 | 1,554 | 0.24% | 0.23% | 1117 | +270 | 3.97% | Q4 2025 | Feb 04, 2026 |
| Essex Bank | History | Added to | 7,049 | 1,549 | 0.34% | 0.33% | 1118 | +235 | 3.45% | Q4 2025 | Feb 02, 2026 |
| Wolff Financial Management LLC | History | Added to | 7,020 | 1,542 | 0.35% | 0.31% | 1119 | +837 | 13.54% | Q4 2025 | Feb 06, 2026 |
| ORG Partners LLC | History | Added to | 6,981 | 1,534 | 0.27% | 0.27% | 1121 | +239 | 3.54% | Q4 2025 | Jan 14, 2026 |
| Lansing Street Advisors | History | Added to | 6,983 | 1,534 | 0.39% | 0.4% | 1120 | +18 | 0.26% | Q4 2025 | Jan 26, 2026 |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | History | Added to | 6,952 | 1,527 | 0.54% | 0.53% | 1122 | +28 | 0.4% | Q4 2025 | Jan 21, 2026 |
| Integras Partners LLC | History | Reduced | 6,860 | 1,507 | 1.22% | 1.2% | 1123 | -49 | -0.71% | Q4 2025 | Jan 29, 2026 |
| Catalina Capital Group, LLC | History | Reduced | 6,856 | 1,506 | 0.91% | 0.91% | 1124 | -24 | -0.35% | Q4 2025 | Jan 16, 2026 |
| Trevian Wealth Management LLC | History | New | 6,822 | 1,499 | 0.71% | — | 1125 | +6,822 | New | Q4 2025 | Feb 05, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 6,801 | 1,494 | 0.03% | 0.03% | 1126 | +306 | 4.71% | Q4 2025 | Feb 04, 2026 |
| Integrity Investment Advisors, LLC | History | Added to | 6,784 | 1,490 | 0.82% | 0.15% | 1127 | +5,764 | 565.1% | Q4 2025 | Feb 13, 2026 |
| KLCM Advisors, Inc. | History | New | 6,779 | 1,489 | 0.13% | — | 1128 | +6,779 | New | Q4 2025 | Feb 04, 2026 |
| Biltmore Family Office, LLC | History | Added to | 6,771 | 1,488 | 0.21% | 0.2% | 1129 | +200 | 3.04% | Q4 2025 | Feb 04, 2026 |
| Petix & Botte Co | History | Reduced | 6,771 | 1,488 | 0.34% | 0.34% | 1130 | -95 | -1.38% | Q4 2025 | Feb 05, 2026 |
| WESBANCO BANK INC | History | Reduced | 6,749 | 1,483 | 0.04% | 0.04% | 1131 | -653 | -8.82% | Q4 2025 | Feb 03, 2026 |
| CRUX WEALTH ADVISORS | History | Added to | 6,742 | 1,481 | 0.55% | 0.57% | 1133 | +54 | 0.81% | Q4 2025 | Jan 21, 2026 |
| EVERETT HARRIS & CO /CA/ | History | Reduced | 6,740 | 1,481 | 0.02% | 0.02% | 1132 | -25 | -0.37% | Q4 2025 | Feb 11, 2026 |
| Aries Wealth Management | History | Reduced | 6,735 | 1,480 | 0.33% | 0.35% | 1134 | -91 | -1.33% | Q4 2025 | Jan 30, 2026 |
| Frank, Rimerman Advisors LLC | History | Added to | 6,728 | 1,478 | 0.09% | 0.09% | 1135 | +9 | 0.13% | Q4 2025 | Jan 15, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | Reduced | 6,705 | 1,473 | 0.37% | 0.42% | 1136 | -874 | -11.53% | Q4 2025 | Jan 27, 2026 |
| CATALYST FINANCIAL PARTNERS LLC | History | Reduced | 6,698 | 1,472 | 0.16% | 0.17% | 1137 | -3 | -0.04% | Q4 2025 | Feb 04, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 6,687 | 1,469 | 0.05% | 0.05% | 1139 | -397 | -5.6% | Q4 2025 | Jan 06, 2026 |
| WEIK CAPITAL MANAGEMENT | History | Added to | 6,685 | 1,469 | 0.55% | 0.54% | 1138 | +15 | 0.22% | Q4 2025 | Feb 11, 2026 |
| Mascagni Wealth Management, Inc. | History | Reduced | 6,655 | 1,462 | 1.09% | 1.12% | 1140 | -33 | -0.49% | Q4 2025 | Feb 11, 2026 |
| Douglass Winthrop Advisors, LLC | History | No change | 6,650 | 1,461 | 0.03% | 0.02% | 1141 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Manhattan West Asset Management, LLC | History | Reduced | 6,646 | 1,460 | 0.3% | 0.32% | 1142 | -364 | -5.19% | Q4 2025 | Feb 02, 2026 |
| Destination Wealth Management | History | Added to | 6,643 | 1,459 | 0.04% | 0.02% | 1143 | +3,970 | 148.52% | Q4 2025 | Feb 13, 2026 |
| Bravias Capital Group, LLC | History | Added to | 6,624 | 1,455 | 0.88% | 0.65% | 1144 | +2,114 | 46.87% | Q4 2025 | Jan 29, 2026 |
| Fortitude Advisory Group L.L.C. | History | Added to | 6,613 | 1,453 | 0.62% | 0.72% | 1146 | +377 | 6.05% | Q4 2025 | Feb 13, 2026 |
| Godshalk Welsh Capital Management, Inc. | History | Reduced | 6,614 | 1,453 | 0.83% | 0.82% | 1145 | -16 | -0.24% | Q4 2025 | Feb 12, 2026 |
| XML Financial, LLC | History | Added to | 6,600 | 1,450 | 0.12% | 0.11% | 1147 | +227 | 3.56% | Q4 2025 | Feb 11, 2026 |
| ORSER CAPITAL MANAGEMENT, LLC | History | Added to | 6,575 | 1,445 | 0.82% | 0.57% | 1148 | +1,530 | 30.33% | Q4 2025 | Jan 12, 2026 |
| AUA CAPITAL MANAGEMENT, LLC | History | No change | 6,574 | 1,444 | 0.72% | 0.8% | 1149 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Core Wealth Advisors, Inc. | History | Added to | 6,570 | 1,443 | 0.37% | 0.33% | 1150 | +737 | 12.64% | Q4 2025 | Feb 17, 2026 |
| Community Bank, N.A. | History | Reduced | 6,535 | 1,436 | 0.17% | 0.18% | 1151 | -176 | -2.62% | Q4 2025 | Feb 04, 2026 |
| ROCKLAND TRUST CO | History | Added to | 6,525 | 1,434 | 0.06% | 0.05% | 1152 | +859 | 15.16% | Q4 2025 | Jan 15, 2026 |
| Sovereign Financial Group, Inc. | History | Added to | 6,522 | 1,433 | 0.25% | 0.26% | 1154 | +112 | 1.75% | Q4 2025 | Jan 07, 2026 |
| WEXFORD CAPITAL LP | History | No change | 6,524 | 1,433 | 0.28% | 0.2% | 1153 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Saxony Capital Management, LLC | History | Reduced | 6,501 | 1,428 | 0.88% | 1.05% | 1155 | -844 | -11.49% | Q4 2025 | Jan 15, 2026 |
| Busey Bank | History | Added to | 6,485 | 1,425 | 0.04% | 0.04% | 1156 | +554 | 9.34% | Q4 2025 | Jan 27, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 6,482 | 1,424 | 0.05% | 0.04% | 1157 | +339 | 5.52% | Q4 2025 | Jan 12, 2026 |
| Rothschild Wealth LLC | History | New | 6,458 | 1,419 | 0.14% | — | 1159 | +6,458 | New | Q4 2025 | Feb 17, 2026 |
| RDA Financial Network | History | Reduced | 6,457 | 1,419 | 0.34% | 0.34% | 1158 | -16 | -0.25% | Q4 2025 | Jan 06, 2026 |
| Christensen, King & Associates Investment Services, Inc. | History | Added to | 6,454 | 1,418 | 0.61% | 0.58% | 1160 | +230 | 3.7% | Q4 2025 | Jan 22, 2026 |
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT | History | Added to | 6,451 | 1,417 | 0.49% | 0.51% | 1161 | +46 | 0.72% | Q4 2025 | Jan 27, 2026 |
| Well Done, LLC | History | Reduced | 6,446 | 1,416 | 0.21% | 0.25% | 1162 | -427 | -6.21% | Q4 2025 | Jan 13, 2026 |
| Mayfair Advisory Group, LLC | History | Added to | 6,410 | 1,414 | 0.55% | 0.59% | 1163 | +70 | 1.1% | Q4 2025 | Jan 21, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Added to | 6,411 | 1,409 | 0.03% | 0.03% | 1165 | +275 | 4.48% | Q4 2025 | Feb 18, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | Added to | 6,412 | 1,409 | 0.67% | 0.65% | 1164 | +115 | 1.83% | Q4 2025 | Feb 13, 2026 |
| Austin Private Wealth, LLC | History | Reduced | 6,410 | 1,408 | 0.1% | 0.11% | 1166 | -23 | -0.36% | Q4 2025 | Jan 20, 2026 |
| RIA Advisory Group LLC | History | Added to | 6,377 | 1,401 | 0.34% | 0.12% | 1167 | +4,170 | 188.94% | Q4 2025 | Feb 02, 2026 |
| Syverson Strege & Co | History | No change | 6,336 | 1,392 | 0.33% | 0.33% | 1168 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Institute for Wealth Management, LLC. | History | Reduced | 6,324 | 1,389 | 0.15% | 0.17% | 1169 | -1,040 | -14.12% | Q4 2025 | Jan 27, 2026 |
| Ethos Financial Group, LLC | History | Added to | 6,312 | 1,387 | 0.1% | 0.1% | 1170 | +442 | 7.53% | Q4 2025 | Jan 20, 2026 |
| BCS Wealth Management | History | Added to | 6,306 | 1,385 | 0.14% | 0.15% | 1171 | +3,153 | 100.0% | Q4 2025 | Jan 26, 2026 |
| Beacon Capital Management, LLC | History | Added to | 6,289 | 1,382 | 0.21% | 0.19% | 1173 | +34 | 0.54% | Q4 2025 | Feb 13, 2026 |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | History | No change | 6,290 | 1,382 | 0.1% | 0.09% | 1172 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Silver Lake Advisory, LLC | History | Added to | 6,280 | 1,380 | 0.54% | 0.51% | 1174 | +370 | 6.26% | Q4 2025 | Jan 09, 2026 |
| GWN SECURITIES INC. | History | Added to | 6,257 | 1,375 | 0.28% | 0.28% | 1175 | +779 | 14.22% | Q4 2025 | Feb 11, 2026 |
| MFA Wealth Services | History | Reduced | 6,257 | 1,375 | 0.93% | 0.94% | 1176 | -71 | -1.12% | Q4 2025 | Jan 15, 2026 |
| Dempze Nancy E | History | No change | 6,231 | 1,369 | 0.71% | 0.74% | 1177 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Horizon Wealth Management, LLC | History | Added to | 6,213 | 1,365 | 0.21% | 0.19% | 1178 | +122 | 2.0% | Q4 2025 | Feb 04, 2026 |
| FIDUCIARY FAMILY OFFICE, LLC | History | No change | 6,214 | 1,365 | 0.39% | 0.38% | 1179 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Nilsine Partners, LLC | History | Added to | 6,210 | 1,364 | 0.12% | 0.11% | 1180 | +540 | 9.52% | Q4 2025 | Jan 15, 2026 |
| Berger Financial Group, Inc | History | Added to | 6,200 | 1,362 | 0.08% | 0.06% | 1181 | +1,307 | 26.71% | Q4 2025 | Jan 27, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | Reduced | 6,127 | 1,346 | 0.07% | 0.11% | 1182 | -2,436 | -28.45% | Q4 2025 | Feb 17, 2026 |
| BlueChip Wealth Advisors LLC | History | Reduced | 6,127 | 1,346 | 0.57% | 0.61% | 1183 | -509 | -7.67% | Q4 2025 | Feb 05, 2026 |
| Abacus Wealth Partners, LLC | History | Added to | 6,099 | 1,340 | 0.13% | 0.19% | 1184 | +31 | 0.51% | Q4 2025 | Feb 05, 2026 |
| Carson Advisory Inc. | History | Added to | 6,096 | 1,339 | 0.7% | 0.66% | 1186 | +460 | 8.16% | Q4 2025 | Feb 12, 2026 |
| McAdam, LLC | History | Added to | 6,094 | 1,339 | 0.06% | 0.06% | 1185 | +62 | 1.03% | Q4 2025 | Feb 13, 2026 |
| COOPER/HAIMS ADVISORS, LLC | History | No change | 6,086 | 1,337 | 0.61% | 0.61% | 1187 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Gutierrez Wealth Advisory, LLC | History | Added to | 6,077 | 1,335 | 0.84% | 0.83% | 1188 | +48 | 0.8% | Q4 2025 | Feb 06, 2026 |
| Ascent Group, LLC | History | Added to | 6,072 | 1,334 | 0.05% | 0.05% | 1189 | +99 | 1.66% | Q4 2025 | Jan 20, 2026 |
| Ignite Planners, LLC | History | Added to | 5,953 | 1,333 | 0.2% | 0.21% | 1190 | +27 | 0.46% | Q4 2025 | Feb 06, 2026 |
| CONNING INC. | History | No change | 6,050 | 1,329 | 0.04% | 0.04% | 1191 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Philip James Wealth Mangement, LLC | History | Reduced | 6,043 | 1,328 | 0.15% | 0.15% | 1192 | -49 | -0.8% | Q4 2025 | Jan 20, 2026 |
| Hershey Financial Advisers, LLC | History | New | 6,026 | 1,324 | 1.12% | — | 1194 | +6,026 | New | Q4 2025 | Feb 18, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | Reduced | 6,027 | 1,324 | 0.25% | 0.19% | 1193 | -161 | -2.6% | Q4 2025 | Feb 02, 2026 |
| Decker Retirement Planning Inc. | History | Reduced | 6,023 | 1,323 | 0.66% | 0.74% | 1196 | -224 | -3.59% | Q4 2025 | Jan 26, 2026 |
| PRIVATE MANAGEMENT GROUP INC | History | No change | 6,024 | 1,323 | 0.04% | 0.04% | 1195 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Highview Capital Management LLC/DE/ | History | Reduced | 6,015 | 1,321 | 0.47% | 0.48% | 1197 | -22 | -0.36% | Q4 2025 | Jan 27, 2026 |
| HARMONY ASSET MANAGEMENT LLC | History | Reduced | 6,009 | 1,320 | 0.44% | 0.47% | 1198 | -295 | -4.68% | Q4 2025 | Feb 06, 2026 |
| Fiduciary Group, LLC | History | Added to | 6,006 | 1,319 | 0.11% | 0.11% | 1199 | +405 | 7.23% | Q4 2025 | Feb 12, 2026 |
| LITTLEJOHN FINANCIAL SERVICES, INC. | History | Reduced | 6,002 | 1,319 | 0.97% | 0.97% | 1200 | -183 | -2.96% | Q4 2025 | Feb 05, 2026 |
| Evernest Financial Advisors, LLC | History | Added to | 5,740 | 1,318 | 0.28% | 0.35% | 1201 | +30 | 0.53% | Q4 2025 | Feb 13, 2026 |
| CALTON & ASSOCIATES, INC. | History | Added to | 5,976 | 1,313 | 0.19% | 0.18% | 1202 | +544 | 10.01% | Q4 2025 | Feb 10, 2026 |
| American State Bank (Iowa) | History | Reduced | 5,976 | 1,313 | 0.63% | 0.66% | 1203 | -48 | -0.8% | Q4 2025 | Apr 14, 2026 |
| Clear Point Advisors Inc. | History | Reduced | 5,965 | 1,310 | 1.02% | 1.01% | 1204 | -86 | -1.42% | Q4 2025 | Feb 10, 2026 |
| Churchill Financial Advisors, LLC | History | New | 5,952 | 1,308 | 0.4% | — | 1205 | +5,952 | New | Q4 2025 | Feb 09, 2026 |
| Redwood Family Wealth LLC | History | New | 5,912 | 1,299 | 1.28% | — | 1207 | +5,912 | New | Q4 2025 | Mar 06, 2026 |
| Essex LLC | History | Added to | 5,915 | 1,299 | 0.23% | 0.23% | 1206 | +46 | 0.78% | Q4 2025 | Jan 20, 2026 |
| Quaker Wealth Management, LLC | History | Added to | 5,897 | 1,296 | 0.41% | 0.41% | 1208 | +37 | 0.63% | Q4 2025 | Jan 28, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 5,895 | 1,295 | 0.08% | 0.08% | 1209 | +78 | 1.34% | Q4 2025 | Feb 06, 2026 |
| Objective Capital Management, LLC | History | Added to | 5,884 | 1,293 | 1.32% | 1.31% | 1210 | +9 | 0.15% | Q4 2025 | Feb 04, 2026 |
| Luminvest Wealth Management LLC | History | Reduced | 5,836 | 1,282 | 0.36% | 0.43% | 1211 | -212 | -3.51% | Q4 2025 | Jan 26, 2026 |
| Ridge Creek Global, Inc | History | New | 5,825 | 1,280 | 1.07% | — | 1213 | +5,825 | New | Q4 2025 | Feb 13, 2026 |
| EVEXIA WEALTH LLC | History | Added to | 5,699 | 1,280 | 0.36% | 0.33% | 1212 | +527 | 10.19% | Q4 2025 | Jan 16, 2026 |
| Invst, LLC | History | Reduced | 5,823 | 1,279 | 0.14% | 0.14% | 1214 | -65 | -1.1% | Q4 2025 | Feb 11, 2026 |
| Evergreen Advisors, LLC | History | New | 5,804 | 1,275 | 0.31% | — | 1215 | +5,804 | New | Q4 2025 | Feb 05, 2026 |
| RVW Wealth, LLC | History | Reduced | 5,801 | 1,274 | 0.1% | 0.1% | 1217 | -362 | -5.87% | Q4 2025 | Jan 12, 2026 |
| LCNB CORP | History | Reduced | 5,800 | 1,274 | 0.43% | 0.45% | 1216 | -107 | -1.81% | Q4 2025 | Feb 10, 2026 |
| Fortis Group Advisors, LLC | History | Reduced | 5,693 | 1,272 | 0.21% | 0.34% | 1218 | -3,343 | -37.0% | Q4 2025 | Feb 06, 2026 |
| KOM Wealth Management Group, LLC | History | Added to | 5,781 | 1,270 | 0.9% | 0.92% | 1219 | +109 | 1.92% | Q4 2025 | Jan 23, 2026 |
| Leonard Rickey Investment Advisors P.L.L.C. | History | Added to | 5,740 | 1,261 | 0.23% | 0.23% | 1220 | +8 | 0.14% | Q4 2025 | Jan 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | New | 5,733 | 1,259 | 0.0% | — | 1221 | +5,733 | New | Q4 2025 | Feb 17, 2026 |
| Aureus Asset Management, LLC | History | Added to | 5,726 | 1,258 | 0.08% | 0.05% | 1222 | +2,012 | 54.17% | Q4 2025 | Feb 17, 2026 |
| Ledgewood Wealth Advisors, LLC | History | No change | 5,720 | 1,257 | 0.72% | 0.73% | 1223 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Collaborative Wealth Managment Inc. | History | Reduced | 5,704 | 1,253 | 0.44% | 0.5% | 1224 | -27 | -0.47% | Q4 2025 | Feb 09, 2026 |
| DBK Financial Counsel, LLC | History | No change | 5,704 | 1,253 | 0.96% | 1.03% | 1225 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Strategic Financial Services, Inc. | History | Added to | 5,458 | 1,252 | 0.06% | 0.06% | 1226 | +216 | 4.12% | Q4 2025 | Feb 09, 2026 |
| Keystone Global Partners, LLC | History | Reduced | 5,697 | 1,252 | 0.55% | 0.64% | 1227 | -124 | -2.13% | Q4 2025 | Jan 14, 2026 |
| Everhart Financial Group, Inc. | History | Added to | 5,690 | 1,250 | 0.12% | 0.12% | 1228 | +16 | 0.28% | Q4 2025 | Jan 07, 2026 |
| Investment Planning Advisors, Inc. | History | Added to | 5,686 | 1,249 | 0.36% | 0.39% | 1229 | +8 | 0.14% | Q4 2025 | Jan 20, 2026 |
| Klingman & Associates, LLC | History | Reduced | 5,675 | 1,247 | 0.06% | 0.07% | 1230 | -1,119 | -16.47% | Q4 2025 | Jan 29, 2026 |
| ERn Financial, LLC | History | Reduced | 5,670 | 1,246 | 0.23% | 0.24% | 1231 | -24 | -0.42% | Q4 2025 | Jan 15, 2026 |
| Gallacher Capital Management LLC | History | Added to | 5,653 | 1,242 | 0.48% | 0.48% | 1232 | +5 | 0.09% | Q4 2025 | Feb 03, 2026 |
| WealthCare Investment Partners, LLC | History | Reduced | 5,614 | 1,238 | 0.36% | 0.4% | 1233 | -4 | -0.07% | Q4 2025 | Jan 06, 2026 |
| Catalyst Investment Management LLC | History | New | 5,609 | 1,232 | 1.17% | — | 1234 | +5,609 | New | Q4 2025 | Feb 20, 2026 |
| Legacy Trust | History | Added to | 5,592 | 1,229 | 0.23% | 0.19% | 1235 | +1,120 | 25.04% | Q4 2025 | Jan 22, 2026 |
| Blossom Wealth Management | History | Reduced | 5,594 | 1,229 | 2.03% | 1.97% | 1236 | -53 | -0.94% | Q4 2025 | Jan 16, 2026 |
| Approach Retirement Advisors, LLC | History | New | 5,584 | 1,227 | 1.06% | — | 1239 | +5,584 | New | Q4 2025 | Jan 29, 2026 |
| Schrum Private Wealth Management LLC | History | Added to | 5,583 | 1,227 | 0.91% | 0.8% | 1238 | +495 | 9.73% | Q4 2025 | Feb 17, 2026 |
| Front Row Advisors LLC | History | Added to | 5,587 | 1,227 | 0.41% | 0.4% | 1237 | +100 | 1.82% | Q4 2025 | Feb 12, 2026 |
| OakTrust Wealth Advisors, LLC | History | New | 5,576 | 1,225 | 1.13% | — | 1240 | +5,576 | New | Q4 2025 | Feb 27, 2026 |
| BTG Pactual Asset Management US LLC | History | No change | 5,985 | 1,224 | 0.12% | 0.06% | 1241 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Sepio Capital, LP | History | Reduced | 5,566 | 1,223 | 0.07% | 0.11% | 1244 | -3,275 | -37.04% | Q4 2025 | Feb 12, 2026 |
| EXCALIBUR MANAGEMENT CORP | History | Added to | 5,565 | 1,223 | 0.44% | 0.31% | 1242 | +1,572 | 39.37% | Q4 2025 | Feb 10, 2026 |
| Towerpoint Wealth, LLC | History | Added to | 5,567 | 1,223 | 0.48% | 0.48% | 1243 | +89 | 1.62% | Q4 2025 | Jan 15, 2026 |
| Gradient Capital Advisors, LLC | History | Reduced | 5,530 | 1,215 | 0.31% | 0.32% | 1245 | -62 | -1.11% | Q4 2025 | Feb 06, 2026 |
| BAYBAN | History | New | 5,516 | 1,212 | 1.07% | — | 1246 | +5,516 | New | Q4 2025 | Mar 05, 2026 |
| First Bancorp, Inc /ME/ | History | No change | 5,508 | 1,210 | 0.64% | 0.63% | 1247 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| BALDWIN WEALTH PARTNERS LLC/MA | History | No change | 5,500 | 1,208 | 0.08% | 0.08% | 1248 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| LINCOLN CAPITAL CORP | History | No change | 5,495 | 1,207 | 0.43% | 0.43% | 1249 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Northwest Bancshares, Inc. | History | No change | 5,493 | 1,207 | 0.23% | 0.2% | 1250 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Trifecta Capital Advisors, LLC | History | Reduced | 5,491 | 1,206 | 0.18% | 0.18% | 1251 | -142 | -2.52% | Q4 2025 | Jan 30, 2026 |
| Root Financial Partners, LLC | History | Added to | 5,486 | 1,205 | 0.06% | 0.04% | 1252 | +2,500 | 83.72% | Q4 2025 | Feb 10, 2026 |
| Claris Financial LLC | History | Reduced | 5,470 | 1,202 | 0.64% | 0.68% | 1253 | -69 | -1.25% | Q4 2025 | Feb 19, 2026 |
| Palisade Asset Management, LLC | History | Reduced | 5,457 | 1,199 | 0.12% | 0.11% | 1254 | -168 | -2.99% | Q4 2025 | Feb 13, 2026 |
| RiverFront Investment Group, LLC | History | Added to | 5,452 | 1,198 | 0.02% | 0.02% | 1255 | +164 | 3.1% | Q4 2025 | Feb 05, 2026 |
| RM Financial Services, LLC | History | New | 5,438 | 1,195 | 1.06% | — | 1256 | +5,438 | New | Q4 2025 | Feb 11, 2026 |
| BRIDGES INVESTMENT MANAGEMENT INC | History | Added to | 5,425 | 1,192 | 0.02% | 0.01% | 1257 | +430 | 8.61% | Q4 2025 | Feb 10, 2026 |
| WEBSTER BANK, N. A. | History | Reduced | 5,425 | 1,192 | 0.11% | 0.11% | 1258 | -14 | -0.26% | Q4 2025 | Jan 23, 2026 |
| Secure Asset Management, LLC | History | Reduced | 5,423 | 1,191 | 0.19% | 0.2% | 1259 | -201 | -3.57% | Q4 2025 | Jan 20, 2026 |
| Sage Capital Advisors,llc | History | Added to | 5,417 | 1,190 | 0.28% | 0.28% | 1260 | +3 | 0.06% | Q4 2025 | Jan 06, 2026 |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | History | Added to | 5,131 | 1,178 | 0.17% | 0.14% | 1261 | +1,160 | 29.21% | Q4 2025 | Feb 11, 2026 |
| Great Diamond Partners, LLC | History | Reduced | 5,360 | 1,178 | 0.23% | 0.23% | 1262 | -248 | -4.42% | Q4 2025 | Feb 06, 2026 |
| TSFG, LLC | History | Reduced | 5,352 | 1,176 | 0.18% | 0.19% | 1263 | -264 | -4.7% | Q4 2025 | Feb 04, 2026 |
| Wiser Wealth Management, Inc | History | Added to | 5,332 | 1,171 | 0.26% | 0.26% | 1264 | +96 | 1.83% | Q4 2025 | Jan 12, 2026 |
| SUTTON PLACE INVESTORS LLC | History | No change | 5,311 | 1,167 | 0.64% | 0.65% | 1265 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| MOODY LYNN & LIEBERSON, LLC | History | No change | 5,307 | 1,166 | 0.06% | 0.06% | 1266 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| VIAWEALTH, LLC | History | Reduced | 5,279 | 1,160 | 0.65% | 0.65% | 1267 | -203 | -3.7% | Q4 2025 | Feb 10, 2026 |
| SILVER OAK WEALTH ADVISORS SERVICES, LLC | History | Added to | 5,265 | 1,157 | 0.75% | 0.75% | 1268 | +9 | 0.17% | Q4 2025 | Jan 29, 2026 |
| GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. | History | New | 5,250 | 1,153 | 0.92% | — | 1270 | +5,250 | New | Q4 2025 | Feb 12, 2026 |
| DF DENT & CO INC | History | Added to | 5,249 | 1,153 | 0.02% | 0.01% | 1269 | +215 | 4.27% | Q4 2025 | Feb 17, 2026 |
| Wealth Dimensions Group, Ltd. | History | Reduced | 5,244 | 1,152 | 0.23% | 0.24% | 1271 | -83 | -1.56% | Q4 2025 | Feb 13, 2026 |
| UNION SAVINGS BANK | History | New | 5,228 | 1,149 | 0.5% | — | 1273 | +5,228 | New | Q4 2025 | Mar 06, 2026 |
| Perkins Coie Trust Co | History | Added to | 5,228 | 1,149 | 0.21% | 0.09% | 1272 | +3,000 | 134.65% | Q4 2025 | Jan 12, 2026 |
| MAYPORT, LLC | History | Added to | 5,225 | 1,148 | 0.23% | 0.08% | 1274 | +3,418 | 189.15% | Q4 2025 | Jan 21, 2026 |
| Financial Partners Group, Inc | History | Reduced | 5,124 | 1,147 | 0.13% | 0.14% | 1275 | -132 | -2.51% | Q4 2025 | Feb 03, 2026 |
| Urban Wealth Management, LLC | History | New | 5,216 | 1,146 | 1.07% | — | 1277 | +5,216 | New | Q4 2025 | Jan 30, 2026 |
| Accredited Investors Inc. | History | Reduced | 5,214 | 1,146 | 0.06% | 0.07% | 1276 | -226 | -4.15% | Q4 2025 | Feb 05, 2026 |
| O'ROURKE & COMPANY, Inc | History | Reduced | 5,199 | 1,142 | 0.44% | 0.48% | 1278 | -121 | -2.27% | Q4 2025 | Jan 28, 2026 |
| Trademark Financial Management, LLC | History | Added to | 5,186 | 1,139 | 0.63% | 0.64% | 1279 | +53 | 1.03% | Q4 2025 | Jan 28, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | No change | 5,178 | 1,138 | 0.12% | 0.13% | 1280 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 5,166 | 1,135 | 0.04% | 0.04% | 1281 | +53 | 1.04% | Q4 2025 | Feb 02, 2026 |
| May Barnhard Investments LLC | History | Added to | 5,163 | 1,134 | 0.54% | 0.48% | 1282 | +410 | 8.63% | Q4 2025 | Jan 28, 2026 |
| Revolve Wealth Partners, LLC | History | Reduced | 5,147 | 1,131 | 0.13% | 0.13% | 1283 | -22 | -0.43% | Q4 2025 | Jan 20, 2026 |
| Cypress Capital Group | History | Added to | 5,133 | 1,128 | 0.13% | 0.12% | 1284 | +667 | 14.94% | Q4 2025 | Feb 11, 2026 |
| VeraBank, N.A. | History | Added to | 5,123 | 1,125 | 0.2% | 0.14% | 1285 | +1,648 | 47.42% | Q4 2025 | Feb 11, 2026 |
| Medallion Wealth Advisors, LLC | History | Reduced | 5,112 | 1,123 | 0.38% | 0.42% | 1287 | -309 | -5.7% | Q4 2025 | Apr 24, 2026 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | History | Added to | 5,114 | 1,123 | 0.04% | 0.04% | 1286 | +41 | 0.81% | Q4 2025 | Feb 13, 2026 |
| Broyhill Asset Management, LLC | History | Added to | 5,087 | 1,118 | 0.98% | 0.93% | 1288 | +150 | 3.04% | Q4 2025 | Feb 13, 2026 |
| Passumpsic Savings Bank | History | New | 5,055 | 1,110 | 0.61% | — | 1289 | +5,055 | New | Q4 2025 | Feb 05, 2026 |
| Turn8 Private Wealth Inc. | History | Added to | 5,051 | 1,110 | 0.8% | 0.78% | 1290 | +10 | 0.2% | Q4 2025 | Feb 10, 2026 |
| Burk Holdings LLC | History | No change | 5,050 | 1,109 | 0.53% | 0.58% | 1291 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Center for Financial Planning, Inc. | History | Added to | 5,043 | 1,108 | 0.12% | 0.11% | 1292 | +244 | 5.08% | Q4 2025 | Feb 05, 2026 |
| Linden Thomas Advisory Services, LLC | History | New | 5,009 | 1,100 | 0.11% | — | 1294 | +5,009 | New | Q4 2025 | Jan 16, 2026 |
| CAMDEN NATIONAL BANK | History | Added to | 5,006 | 1,100 | 0.15% | 0.12% | 1293 | +1,001 | 24.99% | Q4 2025 | Feb 10, 2026 |
| Beta Wealth Group, Inc. | History | Reduced | 5,001 | 1,099 | 0.44% | 0.5% | 1295 | -851 | -14.54% | Q4 2025 | Feb 13, 2026 |
| Indiana Trust & Investment Management Co | History | No change | 4,995 | 1,097 | 0.32% | 0.33% | 1296 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Simmons Bank | History | Reduced | 4,987 | 1,096 | 0.07% | 0.07% | 1297 | -124 | -2.43% | Q4 2025 | Feb 05, 2026 |
| BURKE & HERBERT BANK & TRUST CO | History | Reduced | 4,984 | 1,095 | 0.3% | 0.23% | 1298 | -61 | -1.21% | Q4 2025 | Feb 12, 2026 |
| Pacific Point Advisors, LLC | History | Added to | 4,978 | 1,094 | 0.59% | 0.27% | 1300 | +2,831 | 131.86% | Q4 2025 | Jan 21, 2026 |
| Fisher Asset Management, LLC | History | Added to | 4,978 | 1,094 | 0.0% | 0.0% | 1299 | +204 | 4.27% | Q4 2025 | Feb 09, 2026 |
| Summit Financial Wealth Advisors, LLC | History | No change | 4,960 | 1,090 | 0.16% | 0.17% | 1301 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Rockingstone Advisors LLC | History | Added to | 4,946 | 1,087 | 0.5% | 0.43% | 1302 | +870 | 21.34% | Q4 2025 | Jan 28, 2026 |
| Advisor Resource Council | History | New | 4,789 | 1,083 | 0.38% | — | 1303 | +4,789 | New | Q4 2025 | Feb 10, 2026 |
| MA Private Wealth | History | No change | 4,926 | 1,082 | 0.18% | 0.18% | 1304 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Trueblood Wealth Management, LLC | History | Added to | 4,921 | 1,081 | 0.42% | 0.39% | 1305 | +275 | 5.92% | Q4 2025 | Jan 21, 2026 |
| Trace Wealth Advisors, LLC | History | New | 4,918 | 1,080 | 0.78% | — | 1306 | +4,918 | New | Q4 2025 | Feb 12, 2026 |
| FULTON BANK, N.A. | History | Added to | 4,913 | 1,079 | 0.04% | 0.03% | 1307 | +630 | 14.71% | Q4 2025 | Jan 08, 2026 |
| National Wealth Management Group, LLC | History | Reduced | 4,906 | 1,078 | 0.37% | 0.42% | 1308 | -217 | -4.24% | Q4 2025 | Jan 12, 2026 |
| Barnes Wealth Management Group, Inc | History | Reduced | 4,890 | 1,074 | 0.57% | 0.65% | 1309 | -616 | -11.19% | Q4 2025 | Feb 24, 2026 |
| FF Advisors,LLC | History | Added to | 4,880 | 1,072 | 0.48% | 0.34% | 1310 | +1,566 | 47.25% | Q4 2025 | Feb 13, 2026 |
| Blake Schutter Theil Wealth Advisors, LLC | History | Added to | 4,876 | 1,071 | 0.88% | 1.04% | 1311 | +5 | 0.1% | Q4 2025 | Feb 02, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 4,869 | 1,070 | 0.02% | 0.02% | 1312 | +520 | 11.96% | Q4 2025 | Feb 12, 2026 |
| Hamilton Wealth, LLC | History | Added to | 4,865 | 1,069 | 0.2% | 0.07% | 1313 | +3,291 | 209.09% | Q4 2025 | Feb 19, 2026 |
| Cranbrook Wealth Management, LLC | History | No change | 4,863 | 1,068 | 0.21% | 0.21% | 1314 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Roxbury Financial LLC | History | Added to | 4,857 | 1,067 | 0.96% | 0.96% | 1315 | +23 | 0.48% | Q4 2025 | Jan 05, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | No change | 4,854 | 1,066 | 0.01% | 0.01% | 1316 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Independent Wealth Network Inc. | History | Reduced | 4,834 | 1,062 | 0.32% | 0.34% | 1317 | -125 | -2.52% | Q4 2025 | Jan 26, 2026 |
| TOWNSQUARE CAPITAL LLC | History | Reduced | 4,820 | 1,059 | 0.24% | 0.23% | 1318 | -2,314 | -32.44% | Q4 2025 | Feb 11, 2026 |
| Grey Ledge Advisors, LLC | History | Added to | 4,808 | 1,056 | 0.24% | 0.23% | 1319 | +2 | 0.04% | Q4 2025 | Feb 05, 2026 |
| Midway Capital Research & Management | History | New | 4,804 | 1,055 | 1.03% | — | 1320 | +4,804 | New | Q4 2025 | Mar 03, 2026 |
| J2 Capital Management Inc | History | Added to | 4,783 | 1,051 | 0.77% | 0.74% | 1321 | +204 | 4.46% | Q4 2025 | Jan 20, 2026 |
| Foster Victor Wealth Advisors, LLC | History | Reduced | 4,652 | 1,049 | 0.06% | 0.06% | 1322 | -5 | -0.11% | Q4 2025 | Jan 26, 2026 |
| Capital Squared Financial LLC | History | Added to | 4,763 | 1,046 | 0.82% | 0.75% | 1323 | +772 | 19.34% | Q4 2025 | Apr 17, 2026 |
| Maple Capital Management, Inc. | History | Reduced | 4,748 | 1,043 | 0.07% | 0.07% | 1324 | -163 | -3.32% | Q4 2025 | Feb 03, 2026 |
| Clark Capital Management Group, Inc. | History | Added to | 4,734 | 1,040 | 0.01% | 0.0% | 1325 | +2,489 | 110.87% | Q4 2025 | Feb 17, 2026 |
| JAG CAPITAL MANAGEMENT, LLC | History | No change | 4,728 | 1,039 | 0.11% | 0.11% | 1326 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Orgel Wealth Management, LLC | History | Added to | 4,724 | 1,038 | 0.02% | 0.02% | 1327 | +239 | 5.33% | Q4 2025 | Jan 07, 2026 |
| SAWGRASS ASSET MANAGEMENT LLC | History | No change | 4,715 | 1,036 | 0.13% | 0.13% | 1328 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | Reduced | 4,708 | 1,034 | 0.16% | 0.18% | 1329 | -317 | -6.31% | Q4 2025 | Jan 14, 2026 |
| Occidental Asset Management, LLC | History | Added to | 4,699 | 1,032 | 0.12% | 0.13% | 1330 | +40 | 0.86% | Q4 2025 | Jan 08, 2026 |
| Rossmore Private Capital | History | Added to | 4,681 | 1,028 | 0.09% | 0.11% | 1331 | +1 | 0.02% | Q4 2025 | Feb 05, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 4,671 | 1,026 | 0.03% | 0.03% | 1332 | +184 | 4.1% | Q4 2025 | Jan 23, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 4,616 | 1,025 | 0.0% | 0.0% | 1333 | +3,430 | 289.21% | Q4 2025 | Jan 15, 2026 |
| WealthPlan Investment Management, LLC | History | Reduced | 4,649 | 1,021 | 0.07% | 0.07% | 1334 | -94 | -1.98% | Q4 2025 | Feb 05, 2026 |
| Canal Capital Management, LLC | History | Added to | 4,641 | 1,020 | 0.14% | 0.14% | 1335 | +184 | 4.13% | Q4 2025 | Jan 06, 2026 |
| Unify Financial Advisors | History | New | 4,630 | 1,017 | 1.06% | — | 1336 | +4,630 | New | Q4 2025 | Apr 08, 2026 |
| SAGE RHINO CAPITAL LLC | History | No change | 4,622 | 1,015 | 0.19% | 0.19% | 1337 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Rockwood Wealth Management, LLC | History | Added to | 4,608 | 1,012 | 0.08% | 0.06% | 1338 | +1,108 | 31.66% | Q4 2025 | Jan 29, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | Added to | 4,576 | 1,005 | 0.02% | 0.02% | 1339 | +621 | 15.7% | Q4 2025 | Jan 28, 2026 |
| GREENLEAF TRUST | History | Added to | 4,554 | 1,000 | 0.01% | 0.01% | 1340 | +574 | 14.42% | Q4 2025 | Jan 21, 2026 |
| VICUS CAPITAL | History | Added to | 4,547 | 999 | 0.07% | 0.07% | 1341 | +331 | 7.85% | Q4 2025 | Jan 22, 2026 |
| Morling Financial Advisors, LLC | History | Added to | 4,538 | 997 | 0.31% | 0.32% | 1342 | +42 | 0.93% | Q4 2025 | Feb 06, 2026 |
| PATTEN & PATTEN INC/TN | History | Added to | 4,536 | 996 | 0.06% | 0.06% | 1343 | +6 | 0.13% | Q4 2025 | Feb 03, 2026 |
| Elm Partners Management LLC | History | Added to | 4,521 | 993 | 0.05% | 0.04% | 1345 | +932 | 25.97% | Q4 2025 | Feb 10, 2026 |
| Newman Dignan & Sheerar, Inc. | History | Reduced | 4,520 | 993 | 0.21% | 0.21% | 1344 | -24 | -0.53% | Q4 2025 | Jan 22, 2026 |
| LongView Wealth Management | History | Reduced | 4,397 | 992 | 0.24% | 0.27% | 1348 | -270 | -5.79% | Q4 2025 | Jan 13, 2026 |
| Continuum Advisory, LLC | History | Reduced | 4,517 | 992 | 0.1% | 0.1% | 1347 | -34 | -0.75% | Q4 2025 | Feb 11, 2026 |
| Legacy Financial Strategies, LLC | History | Added to | 4,517 | 992 | 0.18% | 0.18% | 1346 | +1 | 0.02% | Q4 2025 | Jan 23, 2026 |
| Millennium Capital Advisors, LLC | History | Reduced | 4,513 | 991 | 0.58% | 0.62% | 1350 | -250 | -5.25% | Q4 2025 | Feb 05, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | Added to | 4,514 | 991 | 0.29% | 0.32% | 1349 | +20 | 0.45% | Q4 2025 | Feb 11, 2026 |
| ANDERSON HOAGLAND & CO | History | No change | 4,498 | 988 | 0.09% | 0.09% | 1351 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| SFMG, LLC | History | Added to | 4,493 | 987 | 0.07% | 0.04% | 1352 | +1,853 | 70.19% | Q4 2025 | Feb 10, 2026 |
| Portside Wealth Group, LLC | History | Reduced | 4,492 | 987 | 0.13% | 0.14% | 1354 | -71 | -1.56% | Q4 2025 | Jan 21, 2026 |
| Integris Wealth Management, LLC | History | No change | 4,494 | 987 | 0.22% | 0.24% | 1353 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Agate Pass Investment Management, LLC | History | Reduced | 4,477 | 983 | 0.37% | 0.37% | 1355 | -68 | -1.5% | Q4 2025 | Jan 08, 2026 |
| Independent Advisor Alliance | History | Added to | 4,467 | 981 | 0.02% | 0.02% | 1356 | +61 | 1.38% | Q4 2025 | Feb 04, 2026 |
| RTD Financial Advisors, Inc. | History | No change | 4,464 | 981 | 0.12% | 0.12% | 1357 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| SOL Capital Management CO | History | Reduced | 4,460 | 980 | 0.09% | 0.09% | 1358 | -75 | -1.65% | Q4 2025 | Jan 30, 2026 |
| Mason Investment Advisory Services, Inc. | History | Reduced | 4,449 | 977 | 0.05% | 0.05% | 1359 | -303 | -6.38% | Q4 2025 | Feb 12, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 4,432 | 974 | 0.13% | — | 1362 | +4,432 | New | Q4 2025 | Feb 09, 2026 |
| Chancellor Financial Group WB LP | History | Added to | 4,433 | 974 | 0.66% | 0.67% | 1361 | +59 | 1.35% | Q4 2025 | Feb 05, 2026 |
| CWA Asset Management Group, LLC | History | Added to | 4,435 | 974 | 0.04% | 0.04% | 1360 | +27 | 0.61% | Q4 2025 | Jan 07, 2026 |
| Westmount Partners, LLC | History | Added to | 4,426 | 972 | 0.24% | 0.25% | 1364 | +1 | 0.02% | Q4 2025 | Jan 15, 2026 |
| Boston Trust Walden Corp | History | No change | 4,426 | 972 | 0.01% | 0.01% | 1363 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Pettinga Financial Advisors LLC | History | Added to | 4,419 | 971 | 0.18% | 0.18% | 1365 | +115 | 2.67% | Q4 2025 | Feb 12, 2026 |
| Neuberger Berman Group LLC | History | Added to | 4,418 | 970 | 0.0% | 0.0% | 1366 | +658 | 17.5% | Q4 2025 | Feb 13, 2026 |
| JRM Investment Counsel, LLC | History | Added to | 4,416 | 970 | 0.28% | 0.28% | 1367 | +142 | 3.32% | Q4 2025 | Feb 12, 2026 |
| Alchemi Wealth, LLC | History | New | 4,386 | 963 | 0.53% | — | 1369 | +4,386 | New | Q4 2025 | Feb 13, 2026 |
| Pasadena Private Wealth, LLC | History | Reduced | 4,384 | 963 | 0.13% | 0.14% | 1368 | -76 | -1.7% | Q4 2025 | Feb 10, 2026 |
| Hobart Private Capital, LLC | History | Reduced | 4,380 | 962 | 0.19% | 0.2% | 1370 | -16 | -0.36% | Q4 2025 | Jan 27, 2026 |
| Wilmington Savings Fund Society, FSB | History | Reduced | 4,373 | 961 | 0.02% | 0.02% | 1371 | -185 | -4.06% | Q4 2025 | Feb 12, 2026 |
| CANANDAIGUA NATIONAL BANK & TRUST CO | History | Reduced | 4,345 | 954 | 0.09% | 0.08% | 1372 | -25 | -0.57% | Q4 2025 | Jan 30, 2026 |
| Atlas Legacy Advisors, LLC | History | No change | 4,345 | 954 | 0.17% | 0.18% | 1373 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 4,338 | 953 | 0.06% | 0.06% | 1374 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| PATRICK M SWEENEY & ASSOCIATES, INC | History | Added to | 4,313 | 947 | 0.59% | 0.59% | 1375 | +77 | 1.82% | Q4 2025 | Feb 04, 2026 |
| Coastal Bridge Advisors, LLC | History | Added to | 4,302 | 945 | 0.07% | 0.06% | 1376 | +539 | 14.32% | Q4 2025 | Feb 18, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | Added to | 4,291 | 943 | 0.45% | 0.37% | 1377 | +741 | 20.87% | Q4 2025 | Feb 12, 2026 |
| EdgeRock Capital LLC | History | No change | 4,269 | 938 | 0.25% | 0.26% | 1378 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| HighRoad Wealth Advisors, LLC | History | New | 4,264 | 937 | 0.89% | — | 1379 | +4,264 | New | Q4 2025 | Jan 27, 2026 |
| Anson Capital, Inc. | History | Reduced | 4,254 | 934 | 0.68% | 0.69% | 1380 | -14 | -0.33% | Q4 2025 | Feb 04, 2026 |
| MELFA WEALTH MANAGEMENT, INC. | History | No change | 4,249 | 933 | 0.54% | 0.54% | 1381 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| LVM CAPITAL MANAGEMENT LTD/MI | History | Added to | 4,241 | 932 | 0.09% | 0.08% | 1382 | +152 | 3.72% | Q4 2025 | Jan 12, 2026 |
| Capital Management Associates, Inc | History | Added to | 4,245 | 932 | 0.21% | 0.25% | 1383 | +21 | 0.5% | Q4 2025 | Jan 21, 2026 |
| TruWealth Advisors, LLC | History | Reduced | 4,239 | 931 | 0.05% | 0.05% | 1384 | -530 | -11.11% | Q4 2025 | Jan 07, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Added to | 4,219 | 927 | 0.1% | 0.1% | 1385 | +54 | 1.3% | Q4 2025 | Jan 14, 2026 |
| TCV Trust & Wealth Management, Inc. | History | Added to | 4,182 | 919 | 0.07% | 0.06% | 1386 | +695 | 19.93% | Q4 2025 | Jan 23, 2026 |
| Financial Enhancement Group LLC | History | Added to | 4,105 | 919 | 0.12% | 0.12% | 1387 | +62 | 1.53% | Q4 2025 | Jan 23, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Added to | 4,167 | 916 | 0.32% | 0.02% | 1388 | +4,117 | 8234.0% | Q4 2025 | Jan 20, 2026 |
| VAUGHAN DAVID INVESTMENTS LLC/IL | History | Reduced | 4,163 | 915 | 0.02% | 0.02% | 1390 | -352 | -7.8% | Q4 2025 | Feb 12, 2026 |
| APPLETON PARTNERS INC/MA | History | Reduced | 4,165 | 915 | 0.06% | 0.06% | 1389 | -95 | -2.23% | Q4 2025 | Jan 09, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 4,143 | 910 | 0.02% | 0.02% | 1391 | -85 | -2.01% | Q4 2025 | Jan 07, 2026 |
| Sterling Investment Advisors, Ltd. | History | Added to | 4,145 | 910 | 0.17% | 0.17% | 1392 | +3 | 0.07% | Q4 2025 | Feb 09, 2026 |
| Future Financial Wealth Managment LLC | History | Reduced | 4,097 | 909 | 0.61% | 0.57% | 1393 | -74 | -1.77% | Q4 2025 | Jan 21, 2026 |
| WILLNER & HELLER, LLC | History | Added to | 4,133 | 908 | 0.65% | 0.68% | 1394 | +4 | 0.1% | Q4 2025 | Jan 12, 2026 |
| SVRN Asset Management, LLC | History | New | 4,083 | 897 | 0.74% | — | 1395 | +4,083 | New | Q4 2025 | Feb 13, 2026 |
| Cedarwood Wealth LLC | History | New | 3,981 | 894 | 1.0% | — | 1396 | +3,981 | New | Q4 2025 | Mar 05, 2026 |
| Brooklyn Investment Group | History | Added to | 4,013 | 890 | 0.04% | 0.07% | 1397 | +1,485 | 58.74% | Q4 2025 | Feb 12, 2026 |
| Cordoba Advisory Partners LLC | History | New | 4,038 | 887 | 0.22% | — | 1398 | +4,038 | New | Q4 2025 | Feb 13, 2026 |
| Sequent Planning LLC | History | Added to | 4,007 | 880 | 0.22% | 0.24% | 1399 | +33 | 0.83% | Q4 2025 | Feb 05, 2026 |
| Bison Wealth, LLC | History | New | 4,119 | 877 | 0.1% | — | 1401 | +4,119 | New | Q4 2025 | Mar 24, 2026 |
| Trilogy Capital Inc. | History | Added to | 3,993 | 877 | 0.04% | 0.03% | 1400 | +568 | 16.58% | Q4 2025 | Jan 22, 2026 |
| Ascent Wealth Partners, LLC | History | No change | 3,968 | 872 | 0.1% | 0.1% | 1402 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | Added to | 3,957 | 869 | 0.18% | 0.12% | 1403 | +1,747 | 79.05% | Q4 2025 | Feb 13, 2026 |
| Independence Financial Advisors, LLC | History | Added to | 3,951 | 868 | 0.24% | 0.26% | 1404 | +13 | 0.33% | Q4 2025 | Jan 15, 2026 |
| AM INVESTMENT STRATEGIES LLC | History | No change | 3,943 | 867 | 0.18% | 0.18% | 1405 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| BlueStem Wealth Partners, LLC | History | Reduced | 3,937 | 865 | 0.1% | 0.1% | 1406 | -103 | -2.55% | Q4 2025 | Feb 06, 2026 |
| Accurate Wealth Management, LLC | History | Reduced | 3,840 | 863 | 0.11% | 0.12% | 1407 | -403 | -9.5% | Q4 2025 | Jan 14, 2026 |
| Alteri Wealth LLC | History | Added to | 3,901 | 857 | 0.28% | 0.24% | 1409 | +663 | 20.48% | Q4 2025 | Feb 11, 2026 |
| Koa Wealth Management, LLC | History | Reduced | 3,904 | 857 | 0.59% | 0.65% | 1408 | -161 | -3.96% | Q4 2025 | Jan 29, 2026 |
| Thrive Wealth Management, LLC | History | Added to | 3,888 | 854 | 0.13% | 0.12% | 1410 | +76 | 1.99% | Q4 2025 | Jan 12, 2026 |
| VAN DEN BERG MANAGEMENT I, INC | History | Reduced | 3,885 | 853 | 0.2% | 0.22% | 1411 | -198 | -4.85% | Q4 2025 | Feb 17, 2026 |
| CHRISTINE MESSMER PC | History | New | 3,879 | 852 | 0.56% | — | 1412 | +3,879 | New | Q4 2025 | Feb 03, 2026 |
| Northwest Wealth Advisors, LLC | History | New | 3,871 | 850 | 0.66% | — | 1416 | +3,871 | New | Q4 2025 | Feb 06, 2026 |
| TCI Wealth Advisors, Inc. | History | Reduced | 3,870 | 850 | 0.05% | 0.07% | 1414 | -1,588 | -29.09% | Q4 2025 | Feb 02, 2026 |
| Mechanics Bank Trust Department | History | Added to | 3,870 | 850 | 0.11% | 0.11% | 1413 | +253 | 6.99% | Q4 2025 | Jan 14, 2026 |
| St. Louis Trust Co | History | No change | 3,870 | 850 | 0.1% | 0.1% | 1415 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Ring Mountain Capital, LLC | History | Reduced | 3,764 | 849 | 0.44% | 0.46% | 1417 | -87 | -2.26% | Q4 2025 | Jan 27, 2026 |
| 3Chopt Investment Partners, LLC | History | Added to | 3,859 | 848 | 0.19% | 0.19% | 1418 | +57 | 1.5% | Q4 2025 | Feb 10, 2026 |
| Brown Miller Wealth Management, LLC | History | Reduced | 3,858 | 847 | 0.23% | 0.29% | 1420 | -824 | -17.6% | Q4 2025 | Jan 23, 2026 |
| PARK NATIONAL CORP /OH/ | History | Reduced | 3,855 | 847 | 0.03% | 0.03% | 1419 | -190 | -4.7% | Q4 2025 | Jan 05, 2026 |
| OMNI 360 Wealth, Inc. | History | Added to | 3,762 | 845 | 0.43% | 0.45% | 1422 | +45 | 1.21% | Q4 2025 | Jan 29, 2026 |
| Bolthouse Investments, LLC | History | No change | 3,846 | 845 | 0.75% | 0.75% | 1421 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Missouri Trust & Investment Co | History | Reduced | 3,843 | 844 | 0.25% | 0.25% | 1423 | -80 | -2.04% | Q4 2025 | Feb 13, 2026 |
| Nautilus Advisors LLC | History | Reduced | 3,830 | 841 | 0.55% | 0.56% | 1424 | -20 | -0.52% | Q4 2025 | Jan 22, 2026 |
| BEARING POINT CAPITAL, LLC | History | New | 3,824 | 840 | 0.13% | — | 1425 | +3,824 | New | Q4 2025 | Feb 10, 2026 |
| Glenview Trust Co | History | Added to | 3,812 | 837 | 0.01% | 0.01% | 1426 | +216 | 6.01% | Q4 2025 | Feb 09, 2026 |
| INTRUST BANK NA | History | No change | 3,799 | 834 | 0.07% | 0.07% | 1427 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 3,780 | 830 | 0.0% | 0.0% | 1428 | +393 | 11.6% | Q4 2025 | Feb 17, 2026 |
| Cannell & Spears LLC | History | Added to | 3,768 | 828 | 0.02% | 0.01% | 1429 | +788 | 26.44% | Q4 2025 | Feb 17, 2026 |
| Calamos Wealth Management LLC | History | No change | 3,765 | 827 | 0.03% | 0.03% | 1430 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 3,762 | 826 | 0.05% | 0.05% | 1431 | -373 | -9.02% | Q4 2025 | Feb 17, 2026 |
| BALANCED WEALTH GROUP LLC | History | Reduced | 3,810 | 826 | 0.3% | 0.35% | 1433 | -11 | -0.29% | Q4 2025 | Jan 13, 2026 |
| Lutz Financial Services LLC | History | No change | 3,760 | 826 | 0.06% | 0.06% | 1432 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| AVAII WEALTH MANAGEMENT, LLC | History | Reduced | 3,750 | 824 | 0.3% | 0.31% | 1434 | -9 | -0.24% | Q4 2025 | Jan 13, 2026 |
| Great Lakes Retirement, Inc. | History | Added to | 3,746 | 823 | 0.09% | 0.08% | 1435 | +350 | 10.31% | Q4 2025 | Feb 12, 2026 |
| Seaside Wealth Management, Inc. | History | Added to | 3,747 | 823 | 0.23% | 0.24% | 1436 | +29 | 0.78% | Q4 2025 | Feb 17, 2026 |
| Cordatus Wealth Management LLC | History | New | 3,744 | 822 | 0.19% | — | 1437 | +3,744 | New | Q4 2025 | Jan 26, 2026 |
| Aventus Investment Advisors, Inc. | History | Reduced | 3,742 | 822 | 0.67% | 0.72% | 1438 | -160 | -4.1% | Q4 2025 | Jan 14, 2026 |
| NewCorp Financial Services, Inc. | History | New | 3,733 | 820 | 0.73% | — | 1439 | +3,733 | New | Q4 2025 | Feb 10, 2026 |
| Gemmer Asset Management LLC | History | Reduced | 3,727 | 819 | 0.06% | 0.06% | 1440 | -11 | -0.29% | Q4 2025 | Jan 23, 2026 |
| Samalin Investment Counsel, LLC | History | Added to | 3,717 | 816 | 0.29% | 0.28% | 1441 | +6 | 0.16% | Q4 2025 | Jan 30, 2026 |
| Integrity Financial Corp /WA | History | Reduced | 3,712 | 815 | 0.41% | 0.9% | 1442 | -4,967 | -57.23% | Q4 2025 | Feb 13, 2026 |
| Prospect Financial Group LLC | History | Reduced | 3,705 | 814 | 0.76% | 0.79% | 1444 | -63 | -1.67% | Q4 2025 | Feb 10, 2026 |
| COURIER CAPITAL LLC | History | Added to | 3,705 | 814 | 0.05% | 0.05% | 1443 | +5 | 0.14% | Q4 2025 | Jan 29, 2026 |
| Pine Valley Investments Ltd Liability Co | History | Added to | 3,695 | 812 | 0.04% | 0.03% | 1446 | +910 | 32.68% | Q4 2025 | Feb 13, 2026 |
| Topsail Wealth Management, LLC | History | Added to | 3,697 | 812 | 0.12% | 0.13% | 1447 | +20 | 0.54% | Q4 2025 | Feb 04, 2026 |
| Worth Financial Advisory Group, LLC | History | Reduced | 3,698 | 812 | 0.39% | 0.45% | 1445 | -5 | -0.14% | Q4 2025 | Jan 16, 2026 |
| Magnus Financial Group LLC | History | Added to | 3,693 | 811 | 0.06% | 0.06% | 1448 | +405 | 12.32% | Q4 2025 | Jan 07, 2026 |
| Ransom Advisory, Ltd | History | New | 3,670 | 806 | 0.32% | — | 1449 | +3,670 | New | Q4 2025 | Jan 06, 2026 |
| Synergy Asset Management, LLC | History | Reduced | 3,663 | 805 | 0.08% | 0.08% | 1450 | -7,291 | -66.56% | Q4 2025 | Jan 13, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | Added to | 3,661 | 804 | 0.05% | 0.05% | 1451 | +10 | 0.27% | Q4 2025 | Feb 12, 2026 |
| Bay Capital Advisors, LLC | History | No change | 3,660 | 804 | 0.49% | 0.51% | 1452 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Sendero Wealth Management, LLC | History | New | 3,657 | 803 | 0.09% | — | 1453 | +3,657 | New | Q4 2025 | Jan 13, 2026 |
| Strategic Wealth Investment Group, LLC | History | Reduced | 3,652 | 802 | 0.1% | 0.1% | 1454 | -1,947 | -34.77% | Q4 2025 | Feb 11, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 3,652 | 802 | 0.03% | 0.03% | 1455 | -644 | -14.99% | Q4 2025 | Jan 13, 2026 |
| Elser Financial Planning, Inc | History | No change | 3,652 | 802 | 0.58% | 0.95% | 1456 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| First Growth Capital LLC | History | New | 3,495 | 801 | 0.71% | — | 1458 | +3,495 | New | Q4 2025 | Feb 19, 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | History | Reduced | 3,647 | 801 | 0.04% | 0.04% | 1457 | -100 | -2.67% | Q4 2025 | Feb 17, 2026 |
| IFG Advisors, LLC | History | Reduced | 3,643 | 800 | 0.13% | 0.2% | 1459 | -2,069 | -36.22% | Q4 2025 | Jan 13, 2026 |
| Wood Tarver Financial Group, LLC | History | Reduced | 3,633 | 798 | 0.22% | 0.24% | 1460 | -64 | -1.73% | Q4 2025 | Feb 12, 2026 |
| PINKERTON WEALTH, LLC | History | New | 3,629 | 797 | 0.08% | — | 1461 | +3,629 | New | Q4 2025 | Feb 06, 2026 |
| SHERMAN PORFOLIOS, LLC | History | New | 3,629 | 797 | 0.05% | — | 1462 | +3,629 | New | Q4 2025 | Feb 17, 2026 |
| Valued Retirements, Inc. | History | Added to | 3,614 | 794 | 0.78% | 0.82% | 1463 | +73 | 2.06% | Q4 2025 | Feb 09, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 3,610 | 793 | 0.41% | 0.57% | 1464 | -3,466 | -48.98% | Q4 2025 | Feb 18, 2026 |
| James J. Burns & Company, LLC | History | Added to | 3,597 | 790 | 0.11% | 0.06% | 1465 | +1,574 | 77.81% | Q4 2025 | Jan 23, 2026 |
| WESTBOURNE INVESTMENTS, INC. | History | Reduced | 3,590 | 789 | 0.37% | 0.39% | 1466 | -210 | -5.53% | Q4 2025 | Jan 22, 2026 |
| Smithfield Trust Co | History | Reduced | 3,591 | 789 | 0.03% | 0.04% | 1467 | -61 | -1.67% | Q4 2025 | Feb 09, 2026 |
| Telos Capital Management, Inc. | History | Reduced | 3,585 | 787 | 0.07% | 0.13% | 1468 | -2,555 | -41.61% | Q4 2025 | Jan 22, 2026 |
| Ballast Rock Private Wealth LLC | History | New | 3,575 | 785 | 0.49% | — | 1472 | +3,575 | New | Q4 2025 | Feb 04, 2026 |
| ADAPT WEALTH ADVISORS, LLC | History | Added to | 3,575 | 785 | 0.27% | 0.27% | 1471 | +236 | 7.07% | Q4 2025 | Feb 10, 2026 |
| Heritage Financial Services, LLC | History | Added to | 3,574 | 785 | 0.07% | 0.07% | 1469 | +21 | 0.59% | Q4 2025 | Feb 02, 2026 |
| Wealth Group Ltd | History | Reduced | 3,573 | 785 | 0.18% | 0.18% | 1470 | -3 | -0.08% | Q4 2025 | Jan 12, 2026 |
| Kathmere Capital Management, LLC | History | Reduced | 3,567 | 783 | 0.05% | 0.06% | 1473 | -503 | -12.36% | Q4 2025 | Jan 13, 2026 |
| Financial Life Planners | History | Added to | 3,562 | 782 | 0.56% | 0.51% | 1474 | +29 | 0.82% | Q4 2025 | Jan 29, 2026 |
| Prospera Capital Management, LLC | History | Reduced | 3,544 | 778 | 0.39% | 0.44% | 1475 | -722 | -16.92% | Q4 2025 | Jan 20, 2026 |
| Plante Moran Financial Advisors, LLC | History | Reduced | 3,540 | 777 | 0.05% | 0.05% | 1478 | -24 | -0.67% | Q4 2025 | Feb 05, 2026 |
| MATRIX ASSET ADVISORS INC/NY | History | Added to | 3,535 | 777 | 0.07% | 0.07% | 1476 | +21 | 0.6% | Q4 2025 | Jan 16, 2026 |
| Obermeyer Wealth Partners | History | No change | 3,536 | 777 | 0.04% | 0.04% | 1477 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Hanson & Doremus Investment Management | History | Added to | 3,529 | 776 | 0.09% | 0.07% | 1479 | +893 | 33.88% | Q4 2025 | Jan 20, 2026 |
| Sherry Group, Inc. | History | New | 3,500 | 775 | 0.81% | — | 1480 | +3,500 | New | Q4 2025 | Feb 05, 2026 |
| Rossby Financial, LCC | History | Added to | 3,522 | 774 | 0.24% | 0.05% | 1481 | +2,816 | 398.87% | Q4 2025 | Feb 12, 2026 |
| Rockbridge Investment Management, LCC | History | No change | 3,518 | 773 | 0.07% | 0.07% | 1482 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Frisch Financial Group, Inc. | History | Added to | 3,512 | 771 | 0.17% | 0.18% | 1483 | +27 | 0.77% | Q4 2025 | Feb 06, 2026 |
| Olde Wealth Management, LLC | History | Added to | 3,508 | 770 | 0.24% | 0.23% | 1484 | +8 | 0.23% | Q4 2025 | Feb 12, 2026 |
| Leading Edge Financial Planning LLC | History | Reduced | 3,498 | 768 | 0.18% | 0.19% | 1485 | -101 | -2.81% | Q4 2025 | Jan 21, 2026 |
| Legacy Private Trust Co. | History | Reduced | 3,487 | 766 | 0.04% | 0.05% | 1486 | -200 | -5.42% | Q4 2025 | Jan 08, 2026 |
| Sage Capital Management, LLC | History | Added to | 3,463 | 761 | 0.35% | 0.33% | 1487 | +13 | 0.38% | Q4 2025 | Jan 15, 2026 |
| Radnor Capital Management, LLC | History | No change | 3,459 | 760 | 0.11% | 0.11% | 1488 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Lantern Wealth Advisors, LLC | History | Reduced | 3,441 | 756 | 0.4% | 0.38% | 1490 | -20,795 | -85.8% | Q4 2025 | Feb 17, 2026 |
| Schaeffer Financial LLC | History | Reduced | 3,441 | 756 | 0.66% | 0.68% | 1489 | -36 | -1.04% | Q4 2025 | Jan 30, 2026 |
| Bank of Jackson Hole Trust | History | No change | 3,440 | 756 | 0.36% | 0.37% | 1491 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Three Bridge Wealth Advisors, LLC | History | Reduced | 3,429 | 753 | 0.2% | 0.2% | 1492 | -157 | -4.38% | Q4 2025 | Feb 10, 2026 |
| LIBERTY SQUARE WEALTH PARTNERS LLC | History | Reduced | 3,426 | 752 | 0.21% | 0.41% | 1493 | -2,759 | -44.61% | Q4 2025 | Feb 11, 2026 |
| KENNEDY INVESTMENT GROUP | History | Added to | 3,410 | 749 | 0.28% | 0.26% | 1494 | +355 | 11.62% | Q4 2025 | Feb 06, 2026 |
| FOSTER & MOTLEY INC | History | Added to | 3,404 | 748 | 0.04% | 0.04% | 1496 | +122 | 3.72% | Q4 2025 | Jan 15, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 3,404 | 748 | 0.1% | 0.11% | 1495 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | Added to | 3,402 | 747 | 0.06% | 0.05% | 1499 | +571 | 20.17% | Q4 2025 | Feb 03, 2026 |
| Grove Bank & Trust | History | Reduced | 3,402 | 747 | 0.08% | 0.09% | 1498 | -221 | -6.1% | Q4 2025 | Jan 08, 2026 |
| AlTi Global, Inc. | History | Added to | 3,401 | 747 | 0.02% | 0.02% | 1500 | +200 | 6.25% | Q4 2025 | Feb 13, 2026 |
| Boltwood Capital Management | History | Reduced | 3,400 | 747 | 0.19% | 0.2% | 1497 | -7 | -0.21% | Q4 2025 | Jan 02, 2026 |
| Saiph Capital, LLC | History | Reduced | 3,398 | 746 | 0.27% | 0.27% | 1501 | -40 | -1.16% | Q4 2025 | Feb 12, 2026 |
| Advantage Trust Co | History | No change | 3,388 | 744 | 0.34% | 0.33% | 1502 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| EAGLE ROCK INVESTMENT COMPANY, LLC | History | Added to | 3,379 | 742 | 0.1% | 0.07% | 1504 | +1,239 | 57.9% | Q4 2025 | Jan 14, 2026 |
| OneAscent Wealth Management LLC | History | Reduced | 3,378 | 742 | 0.25% | 0.26% | 1503 | -160 | -4.52% | Q4 2025 | Feb 11, 2026 |
| Capital Asset Advisory Services LLC | History | Reduced | 3,309 | 741 | 0.03% | 0.03% | 1505 | -78 | -2.3% | Q4 2025 | Jan 09, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | New | 3,369 | 740 | 0.1% | — | 1508 | +3,369 | New | Q4 2025 | Feb 04, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | Reduced | 3,370 | 740 | 0.05% | 0.05% | 1506 | -301 | -8.2% | Q4 2025 | Feb 17, 2026 |
| Aerodigm Wealth, LLC | History | Added to | 3,369 | 740 | 0.29% | 0.31% | 1507 | +12 | 0.36% | Q4 2025 | Apr 21, 2026 |
| Wick Capital Partners, LLC | History | Reduced | 3,366 | 739 | 0.13% | 0.18% | 1510 | -168 | -4.75% | Q4 2025 | Mar 02, 2026 |
| THOMPSON SIEGEL & WALMSLEY LLC | History | Reduced | 3,363 | 739 | 0.01% | 0.01% | 1509 | -140 | -4.0% | Q4 2025 | Feb 10, 2026 |
| Richard W. Paul & Associates, LLC | History | Reduced | 3,354 | 737 | 0.24% | 0.26% | 1511 | -214 | -6.0% | Q4 2025 | Feb 12, 2026 |
| Wealthquest Corp | History | New | 3,353 | 736 | 0.06% | — | 1512 | +3,353 | New | Q4 2025 | Feb 09, 2026 |
| Pine Harbor Wealth Management, LLC | History | Reduced | 3,336 | 733 | 0.22% | 0.25% | 1513 | -293 | -8.07% | Q4 2025 | Jan 20, 2026 |
| Flagstone Financial Management | History | Reduced | 3,331 | 732 | 0.19% | 0.22% | 1514 | -573 | -14.68% | Q4 2025 | Feb 09, 2026 |
| Clarity Wealth Development LLC | History | Added to | 3,318 | 729 | 0.62% | 0.64% | 1515 | +71 | 2.19% | Q4 2025 | Feb 11, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 3,308 | 727 | 0.01% | 0.01% | 1516 | +57 | 1.75% | Q4 2025 | Feb 13, 2026 |
| Nordwand Advisors, LLC | History | Reduced | 3,310 | 727 | 0.13% | 0.11% | 1517 | -40 | -1.19% | Q4 2025 | Feb 03, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 3,282 | 726 | 0.05% | 0.06% | 1518 | -289 | -8.09% | Q4 2025 | Jan 15, 2026 |
| Independence Bank of Kentucky | History | Reduced | 3,302 | 725 | 0.09% | 0.1% | 1519 | -200 | -5.71% | Q4 2025 | Jan 20, 2026 |
| DB&C Advisors, LLC | History | New | 3,298 | 724 | 0.91% | — | 1520 | +3,298 | New | Q4 2025 | Feb 11, 2026 |
| Hilltop National Bank | History | Added to | 3,290 | 723 | 0.17% | 0.17% | 1521 | +54 | 1.67% | Q4 2025 | Jan 07, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | Added to | 3,281 | 721 | 0.04% | 0.04% | 1522 | +403 | 14.0% | Q4 2025 | Feb 13, 2026 |
| HFG Advisors, Inc. | History | No change | 3,260 | 716 | 0.52% | 0.52% | 1523 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Texas Yale Capital Corp. | History | No change | 3,246 | 713 | 0.02% | 0.02% | 1524 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| JGP Wealth Management, LLC | History | Reduced | 3,234 | 710 | 0.07% | 0.08% | 1525 | -15 | -0.46% | Q4 2025 | Jan 12, 2026 |
| Avion Wealth | History | Added to | 3,234 | 710 | 0.15% | 0.15% | 1526 | +8 | 0.25% | Q4 2025 | Jan 23, 2026 |
| Lakeridge Wealth Management LLC | History | Added to | 3,229 | 709 | 0.32% | 0.28% | 1527 | +274 | 9.27% | Q4 2025 | Jan 07, 2026 |
| RPS ADVISORY SOLUTIONS LLC | History | Reduced | 3,225 | 708 | 0.33% | 0.34% | 1528 | -7 | -0.22% | Q4 2025 | Feb 06, 2026 |
| Riverbend Wealth Management, LLC | History | Added to | 3,223 | 708 | 0.44% | 0.48% | 1529 | +7 | 0.22% | Q4 2025 | Jan 29, 2026 |
| Rise Advisors, LLC | History | Added to | 3,220 | 707 | 0.25% | 0.22% | 1531 | +434 | 15.58% | Q4 2025 | Feb 11, 2026 |
| Fortune Financial Advisors, LLC | History | Added to | 3,218 | 707 | 0.48% | 0.52% | 1532 | +13 | 0.41% | Q4 2025 | Jan 23, 2026 |
| HOWLAND CAPITAL MANAGEMENT LLC | History | No change | 3,221 | 707 | 0.03% | 0.03% | 1530 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Baker Avenue Asset Management, LP | History | Added to | 3,216 | 706 | 0.02% | 0.01% | 1533 | +688 | 27.22% | Q4 2025 | Feb 10, 2026 |
| Farmers National Bank | History | New | 3,205 | 704 | 0.16% | — | 1534 | +3,205 | New | Q4 2025 | Mar 12, 2026 |
| Hegarty Advisors, LLC | History | New | 3,195 | 702 | 0.61% | — | 1535 | +3,195 | New | Q4 2025 | Jan 29, 2026 |
| RFG - Bristol Wealth Advisors, LLC | History | Added to | 3,194 | 701 | 0.2% | 0.2% | 1536 | +23 | 0.73% | Q4 2025 | Jan 23, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 3,189 | 700 | 0.06% | 0.05% | 1538 | +719 | 29.11% | Q4 2025 | Jan 13, 2026 |
| Values Added Financial LLC | History | Added to | 3,187 | 700 | 0.3% | 0.26% | 1537 | +477 | 17.6% | Q4 2025 | Jan 16, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Reduced | 3,179 | 698 | 0.08% | 0.08% | 1539 | -47 | -1.46% | Q4 2025 | Jan 28, 2026 |
| McLean Asset Management Corp | History | Added to | 3,101 | 696 | 0.12% | 0.12% | 1540 | +358 | 13.05% | Q4 2025 | Jan 16, 2026 |
| Asset Dedication, LLC | History | Reduced | 3,164 | 695 | 0.05% | 0.05% | 1541 | -97 | -2.97% | Q4 2025 | Jan 26, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Reduced | 3,159 | 694 | 0.05% | 0.05% | 1542 | -20 | -0.63% | Q4 2025 | Feb 04, 2026 |
| Welch Group, LLC | History | Added to | 3,157 | 693 | 0.03% | 0.03% | 1543 | +155 | 5.16% | Q4 2025 | Jan 26, 2026 |
| Taylor & Morgan Wealth Management, LLC | History | Added to | 3,157 | 693 | 0.39% | 0.4% | 1544 | +121 | 3.99% | Q4 2025 | Jan 16, 2026 |
| Pitcairn Wealth Advisors LLC | History | New | 3,141 | 690 | 0.06% | — | 1545 | +3,141 | New | Q4 2025 | Feb 13, 2026 |
| Minot DeBlois Advisors LLC | History | Reduced | 3,134 | 688 | 0.62% | 0.73% | 1546 | -615 | -16.4% | Q4 2025 | Feb 13, 2026 |
| Blue Zone Wealth Advisors, LLC | History | Added to | 3,125 | 686 | 0.13% | 0.13% | 1548 | +190 | 6.47% | Q4 2025 | Jan 21, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Reduced | 3,125 | 686 | 0.04% | 0.05% | 1547 | -155 | -4.73% | Q4 2025 | Feb 11, 2026 |
| JB Capital LLC | History | Added to | 3,118 | 685 | 0.03% | 0.03% | 1549 | +143 | 4.81% | Q4 2025 | Jan 20, 2026 |
| Mason & Associates Inc | History | No change | 3,120 | 685 | 0.13% | 0.14% | 1550 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Glassman Wealth Services | History | Added to | 3,113 | 684 | 0.09% | 0.05% | 1551 | +1,497 | 92.64% | Q4 2025 | Jan 28, 2026 |
| JAMISON PRIVATE WEALTH MANAGEMENT, INC. | History | Added to | 3,112 | 683 | 0.08% | 0.08% | 1552 | +9 | 0.29% | Q4 2025 | Jan 15, 2026 |
| Schwallier Wealth Management LLC | History | Reduced | 3,047 | 682 | 0.44% | 0.44% | 1553 | -217 | -6.65% | Q4 2025 | Feb 11, 2026 |
| WINEBRENNER CAPITAL MANAGEMENT LLC | History | No change | 3,106 | 682 | 0.45% | 0.48% | 1554 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Lester Murray Antman dba SimplyRich | History | No change | 3,102 | 681 | 0.18% | 0.18% | 1555 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| MPS Loria Financial Planners, LLC | History | Reduced | 3,093 | 679 | 0.17% | 0.18% | 1556 | -60 | -1.9% | Q4 2025 | Feb 03, 2026 |
| Ballast, Inc. | History | No change | 3,091 | 679 | 0.16% | 0.16% | 1557 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| TMB Capital Partners, LLC | History | New | 3,081 | 677 | 0.23% | — | 1558 | +3,081 | New | Q4 2025 | Feb 19, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | Reduced | 3,075 | 675 | 0.05% | 0.07% | 1559 | -1,450 | -32.04% | Q4 2025 | Jan 14, 2026 |
| N.E.W. Advisory Services LLC | History | Added to | 3,072 | 675 | 0.05% | 0.06% | 1560 | +4 | 0.13% | Q4 2025 | Jan 28, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Added to | 3,065 | 673 | 0.19% | 0.18% | 1561 | +324 | 11.82% | Q4 2025 | Feb 11, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | Reduced | 3,056 | 671 | 0.32% | 0.32% | 1562 | -20 | -0.65% | Q4 2025 | Feb 05, 2026 |
| Essential Planning, LLC. | History | Added to | 3,053 | 671 | 0.21% | 0.23% | 1563 | +2 | 0.07% | Q4 2025 | Jan 15, 2026 |
| Ellis Investment Partners, LLC | History | Reduced | 3,034 | 666 | 0.12% | 0.12% | 1564 | -139 | -4.38% | Q4 2025 | Feb 02, 2026 |
| Summit Investment Advisory Services, LLC | History | Added to | 3,029 | 665 | 0.25% | 0.24% | 1565 | +255 | 9.19% | Q4 2025 | Feb 04, 2026 |
| Motiv8 Investments LLC | History | Reduced | 3,022 | 664 | 0.36% | 0.36% | 1567 | -133 | -4.22% | Q4 2025 | Feb 13, 2026 |
| YHB Investment Advisors, Inc. | History | Reduced | 3,023 | 664 | 0.05% | 0.05% | 1566 | -60 | -1.95% | Q4 2025 | Jan 16, 2026 |
| Optas, LLC | History | Added to | 3,017 | 663 | 0.1% | 0.11% | 1568 | +143 | 4.98% | Q4 2025 | Jan 27, 2026 |
| BCU Wealth Advisors, LLC | History | Added to | 3,020 | 663 | 0.25% | 0.26% | 1569 | +17 | 0.57% | Q4 2025 | Jan 30, 2026 |
| Dunhill Financial, LLC | History | Reduced | 3,008 | 661 | 0.16% | 0.19% | 1570 | -286 | -8.68% | Q4 2025 | Jan 29, 2026 |
| Heritage Family Offices, LLP | History | No change | 3,008 | 661 | 0.3% | 0.3% | 1571 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Northwest Financial Advisors | History | Reduced | 3,004 | 660 | 1.36% | 5.86% | 1572 | -18,136 | -85.79% | Q4 2025 | Jan 26, 2026 |
| American Money Management, LLC | History | Reduced | 3,001 | 659 | 0.1% | 0.11% | 1573 | -124 | -3.97% | Q4 2025 | Feb 10, 2026 |
| Alliance Wealth Management Group | History | No change | 3,001 | 659 | 0.14% | 0.14% | 1574 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Towercrest Capital Management | History | No change | 3,001 | 659 | 0.1% | 0.1% | 1575 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 3,002 | 659 | 0.22% | 0.23% | 1576 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Able Wealth Management LLC | History | Added to | 2,995 | 658 | 0.21% | 0.11% | 1577 | +1,607 | 115.78% | Q4 2025 | Jan 27, 2026 |
| Gryphon Financial Partners LLC | History | Added to | 2,993 | 657 | 0.07% | 0.03% | 1578 | +1,774 | 145.53% | Q4 2025 | Jan 08, 2026 |
| FEDERATED HERMES, INC. | History | New | 2,988 | 656 | 0.0% | — | 1579 | +2,988 | New | Q4 2025 | Feb 12, 2026 |
| Cadence Bank | History | Reduced | 2,986 | 656 | 0.04% | 0.04% | 1580 | -203 | -6.37% | Q4 2025 | Jan 30, 2026 |
| Seek First Inc. | History | Added to | 2,972 | 653 | 0.45% | 0.46% | 1581 | +32 | 1.09% | Q4 2025 | Jan 30, 2026 |
| Autumn Glory Partners, LLC | History | Added to | 2,964 | 651 | 0.23% | 0.25% | 1582 | +108 | 3.78% | Q4 2025 | Jan 27, 2026 |
| Rollins Financial Advisors, LLC | History | No change | 2,958 | 650 | 0.1% | 0.1% | 1583 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Donalies Financial Planning, LLC | History | New | 2,954 | 649 | 0.55% | — | 1585 | +2,954 | New | Q4 2025 | Feb 17, 2026 |
| VISTA INVESTMENT MANAGEMENT | History | Reduced | 2,955 | 649 | 0.21% | 0.23% | 1584 | -72 | -2.38% | Q4 2025 | Feb 17, 2026 |
| Jackson Hole Capital Partners, LLC | History | Added to | 2,946 | 647 | 0.11% | 0.11% | 1586 | +2 | 0.07% | Q4 2025 | Jan 30, 2026 |
| Hikari Tsushin, Inc. | History | No change | 2,942 | 646 | 0.04% | 0.04% | 1587 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Lauterbach Financial Advisors, LLC | History | No change | 2,941 | 646 | 0.32% | 0.32% | 1588 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Clarity Financial LLC | History | Added to | 2,937 | 645 | 0.06% | 0.05% | 1590 | +550 | 23.04% | Q4 2025 | Jan 28, 2026 |
| BSW Wealth Partners | History | Reduced | 2,939 | 645 | 0.08% | 0.09% | 1589 | -383 | -11.53% | Q4 2025 | Jan 23, 2026 |
| MACROVIEW INVESTMENT MANAGEMENT LLC | History | Added to | 2,933 | 644 | 0.44% | 0.47% | 1591 | +17 | 0.58% | Q4 2025 | Feb 05, 2026 |
| SMITH CHAS P & ASSOCIATES PA CPAS | History | New | 2,930 | 643 | 0.03% | — | 1592 | +2,930 | New | Q4 2025 | Feb 09, 2026 |
| CFO CAPITAL MANAGEMENT LLC | History | New | 2,926 | 643 | 0.48% | — | 1593 | +2,926 | New | Q4 2025 | Mar 02, 2026 |
| ARS Wealth Advisors Group, LLC | History | Added to | 2,925 | 642 | 0.06% | 0.06% | 1594 | +10 | 0.34% | Q4 2025 | Jan 12, 2026 |
| Capital Group Private Client Services, Inc. | History | Reduced | 2,911 | 639 | 0.01% | 0.01% | 1596 | -115 | -3.8% | Q4 2025 | Feb 11, 2026 |
| TRUST CO OF OKLAHOMA | History | Added to | 2,912 | 639 | 0.19% | 0.18% | 1595 | +87 | 3.08% | Q4 2025 | Jan 14, 2026 |
| Baldwin Investment Management, LLC | History | Added to | 2,899 | 637 | 0.07% | 0.07% | 1597 | +13 | 0.45% | Q4 2025 | Feb 13, 2026 |
| Icon Wealth Advisors, LLC | History | Reduced | 2,897 | 636 | 0.04% | 0.05% | 1598 | -461 | -13.73% | Q4 2025 | Feb 13, 2026 |
| Second Line Capital, LLC | History | Added to | 2,897 | 636 | 0.13% | 0.13% | 1599 | +26 | 0.91% | Q4 2025 | Feb 17, 2026 |
| Sterling Financial Planning, Inc. | History | Reduced | 2,886 | 634 | 0.19% | 0.2% | 1601 | -77 | -2.6% | Q4 2025 | Jan 27, 2026 |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | History | No change | 2,885 | 634 | 0.08% | 0.09% | 1600 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Dana Investment Advisors, Inc. | History | Added to | 2,876 | 632 | 0.02% | 0.02% | 1602 | +414 | 16.82% | Q4 2025 | Feb 05, 2026 |
| Praetorian Wealth Management, Inc. | History | No change | 2,879 | 632 | 0.13% | 0.13% | 1603 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| JBR Co Financial Management Inc | History | No change | 2,867 | 630 | 0.26% | 0.26% | 1604 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| CITIZENS & NORTHERN CORP | History | Reduced | 2,866 | 629 | 0.16% | 0.21% | 1605 | -1,135 | -28.37% | Q4 2025 | Jan 28, 2026 |
| Bensler, LLC | History | No change | 2,863 | 629 | 0.06% | 0.06% | 1606 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Convergence Financial, LLC | History | Reduced | 2,859 | 628 | 0.09% | 0.09% | 1607 | -2 | -0.07% | Q4 2025 | Feb 11, 2026 |
| SOUTH PLAINS FINANCIAL, INC. | History | No change | 2,856 | 627 | 0.37% | 0.38% | 1608 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CX Institutional | History | Reduced | 2,834 | 623 | 0.02% | 0.03% | 1609 | -1,179 | -29.38% | Q4 2025 | Feb 02, 2026 |
| Brookwood Investment Group LLC | History | Reduced | 2,834 | 622 | 0.07% | 0.08% | 1611 | -176 | -5.85% | Q4 2025 | Jan 22, 2026 |
| DAHRING {-} CUSMANO LLC | History | Reduced | 2,833 | 622 | 0.43% | 0.44% | 1610 | -8 | -0.28% | Q4 2025 | Feb 05, 2026 |
| Financial Alternatives, Inc | History | Added to | 2,828 | 621 | 0.36% | 0.37% | 1612 | +1 | 0.04% | Q4 2025 | Feb 04, 2026 |
| Alan B Lancz & Associates, Inc. | History | Added to | 2,820 | 619 | 0.54% | 0.47% | 1613 | +400 | 16.53% | Q4 2025 | Feb 06, 2026 |
| Clark Asset Management, LLC | History | Reduced | 2,814 | 618 | 0.06% | 0.11% | 1615 | -1,401 | -33.24% | Q4 2025 | Jan 27, 2026 |
| DOVER ADVISORS, LLC | History | Added to | 2,815 | 618 | 0.24% | 0.15% | 1614 | +1,076 | 61.87% | Q4 2025 | Feb 10, 2026 |
| LifeGoal Investments, LLC | History | Reduced | 2,804 | 616 | 0.41% | 0.53% | 1616 | -125 | -4.27% | Q4 2025 | Jan 15, 2026 |
| Belvedere Trading LLC | History | New | 2,800 | 615 | 0.0% | — | 1618 | +2,800 | New | Q4 2025 | Feb 10, 2026 |
| SYM FINANCIAL Corp | History | Reduced | 2,802 | 615 | 0.06% | 0.08% | 1617 | -696 | -19.9% | Q4 2025 | Feb 13, 2026 |
| LIBRA WEALTH LLC | History | No change | 2,799 | 615 | 0.17% | 0.18% | 1619 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Bowman & Co S.C. | History | Added to | 2,792 | 613 | 0.26% | 0.25% | 1620 | +36 | 1.31% | Q4 2025 | Jan 23, 2026 |
| Edgestream Partners, L.P. | History | Added to | 2,789 | 612 | 0.02% | 0.01% | 1621 | +1,576 | 129.93% | Q4 2025 | Feb 13, 2026 |
| Octavia Wealth Advisors, LLC | History | Added to | 2,775 | 609 | 0.06% | 0.05% | 1622 | +649 | 30.53% | Q4 2025 | Jan 23, 2026 |
| Scott Capital Advisors, LLC | History | Reduced | 2,767 | 608 | 0.13% | 0.14% | 1624 | -28 | -1.0% | Q4 2025 | Jan 12, 2026 |
| CULBERTSON A N & CO INC | History | No change | 2,767 | 608 | 0.08% | 0.08% | 1623 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| TopTier Wealth Management, LLC | History | New | 2,754 | 605 | 0.41% | — | 1625 | +2,754 | New | Q4 2025 | Feb 12, 2026 |
| BLUELINE ADVISORS LLC | History | New | 2,753 | 605 | 0.49% | — | 1626 | +2,753 | New | Q4 2025 | Feb 10, 2026 |
| CENTRAL VALLEY ADVISORS, LLC | History | No change | 2,752 | 604 | 0.18% | 0.18% | 1627 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Claro Advisors Inc. | History | Added to | 2,745 | 603 | 0.08% | 0.09% | 1628 | +6 | 0.22% | Q4 2025 | Feb 17, 2026 |
| United Advisor Group, LLC | History | Added to | 2,740 | 602 | 0.08% | 0.08% | 1629 | +15 | 0.55% | Q4 2025 | Jan 26, 2026 |
| FSM Wealth Advisors, LLC | History | Reduced | 2,735 | 601 | 0.08% | 0.09% | 1630 | -250 | -8.38% | Q4 2025 | Jan 23, 2026 |
| Johnson Wealth Management, LLC | History | New | 2,731 | 600 | 0.3% | — | 1633 | +2,731 | New | Q4 2025 | Feb 11, 2026 |
| Intrua Financial, LLC | History | Reduced | 2,733 | 600 | 0.06% | 0.07% | 1631 | -389 | -12.46% | Q4 2025 | Feb 05, 2026 |
| Avant Financial Advisors LLC | History | Added to | 2,732 | 600 | 0.43% | 0.44% | 1632 | +22 | 0.81% | Q4 2025 | Jan 15, 2026 |
| Hamilton Point Investment Advisors, LLC | History | Added to | 2,726 | 599 | 0.09% | 0.08% | 1635 | +250 | 10.1% | Q4 2025 | Feb 12, 2026 |
| BLB&B Advisors, LLC | History | Reduced | 2,726 | 599 | 0.03% | 0.03% | 1634 | -49 | -1.77% | Q4 2025 | Jan 26, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | Reduced | 2,724 | 598 | 0.03% | 0.04% | 1636 | -1,082 | -28.43% | Q4 2025 | Feb 02, 2026 |
| Integrity Advisory Solutions, LLC | History | Added to | 2,722 | 598 | 0.09% | 0.08% | 1638 | +410 | 17.73% | Q4 2025 | Feb 09, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 2,721 | 598 | 0.01% | 0.01% | 1637 | -8 | -0.29% | Q4 2025 | Feb 09, 2026 |
| VSM Wealth Advisory, LLC | History | Added to | 2,709 | 595 | 0.18% | 0.18% | 1639 | +3 | 0.11% | Q4 2025 | Feb 06, 2026 |
| Penobscot Investment Management Company, Inc. | History | Added to | 2,705 | 594 | 0.04% | 0.04% | 1640 | +225 | 9.07% | Q4 2025 | Jan 27, 2026 |
| Bedel Financial Consulting, Inc. | History | Reduced | 2,703 | 593 | 0.06% | 0.08% | 1642 | -365 | -11.9% | Q4 2025 | Jan 28, 2026 |
| COLUMBIA ADVISORY PARTNERS LLC | History | Reduced | 2,701 | 593 | 0.4% | 0.41% | 1643 | -66 | -2.39% | Q4 2025 | Jan 22, 2026 |
| KPP Advisory Services LLC | History | Added to | 2,700 | 593 | 0.09% | 0.08% | 1644 | +55 | 2.08% | Q4 2025 | Feb 02, 2026 |
| LOGAN CAPITAL MANAGEMENT INC | History | No change | 2,700 | 593 | 0.02% | 0.02% | 1641 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Pointe Capital Management LLC | History | Reduced | 2,690 | 591 | 0.29% | 0.3% | 1645 | -146 | -5.15% | Q4 2025 | Feb 17, 2026 |
| Hopwood Financial Services, Inc. | History | Reduced | 2,677 | 588 | 0.41% | 0.4% | 1646 | -80 | -2.9% | Q4 2025 | Jan 16, 2026 |
| BARCLAYS PLC | History | Reduced | 2,670 | 586 | 0.0% | 0.0% | 1647 | -4,470 | -62.61% | Q4 2025 | Feb 13, 2026 |
| Stone Summit Wealth LLC | History | Reduced | 2,669 | 586 | 0.16% | 0.17% | 1648 | -35 | -1.29% | Q4 2025 | Jan 27, 2026 |
| KFA Private Wealth Group, LLC | History | Reduced | 2,665 | 585 | 0.14% | 0.17% | 1649 | -92 | -3.34% | Q4 2025 | Jan 07, 2026 |
| BEACON FINANCIAL PLANNING, INC | History | No change | 2,662 | 585 | 0.28% | 0.3% | 1650 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Reduced | 2,655 | 583 | 0.09% | 0.09% | 1651 | -203 | -7.1% | Q4 2025 | Feb 09, 2026 |
| Prestige Wealth Management Group LLC | History | Reduced | 2,655 | 583 | 0.11% | 0.11% | 1652 | -24 | -0.9% | Q4 2025 | Feb 11, 2026 |
| Caerus Investment Advisors, LLC | History | Added to | 2,649 | 582 | 0.19% | 0.12% | 1653 | +1,329 | 100.68% | Q4 2025 | Feb 12, 2026 |
| Tanglewood Legacy Advisors, LLC | History | Reduced | 2,651 | 582 | 0.22% | 0.22% | 1654 | -5 | -0.19% | Q4 2025 | Feb 06, 2026 |
| Guidance Point Advisors, LLC | History | Reduced | 2,638 | 581 | 0.13% | 0.14% | 1655 | -12 | -0.45% | Q4 2025 | Feb 11, 2026 |
| Planned Solutions, Inc. | History | Added to | 2,639 | 579 | 0.19% | 0.2% | 1656 | +1 | 0.04% | Q4 2025 | Jan 28, 2026 |
| Strive Financial Group ,LLC | History | New | 2,629 | 577 | 0.29% | — | 1657 | +2,629 | New | Q4 2025 | Feb 18, 2026 |
| BLUEDOOR PRIVATE WEALTH, LLC | History | New | 2,623 | 576 | 0.27% | — | 1658 | +2,623 | New | Q4 2025 | Feb 17, 2026 |
| Carrera Capital Advisors | History | New | 2,607 | 573 | 0.1% | — | 1659 | +2,607 | New | Q4 2025 | Jan 30, 2026 |
| Uniting Wealth Partners, LLC | History | Added to | 2,609 | 573 | 0.18% | 0.13% | 1660 | +92 | 3.66% | Q4 2025 | Feb 13, 2026 |
| Roble, Belko & Company, Inc | History | Added to | 2,601 | 572 | 0.07% | 0.03% | 1662 | +1,721 | 195.57% | Q4 2025 | Jan 12, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | No change | 2,607 | 572 | 0.05% | 0.05% | 1661 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Gradient Investments LLC | History | Added to | 2,599 | 571 | 0.01% | 0.01% | 1663 | +558 | 27.34% | Q4 2025 | Jan 08, 2026 |
| Meridian Wealth Partners, LLC | History | Added to | 2,596 | 570 | 0.08% | 0.06% | 1664 | +522 | 25.17% | Q4 2025 | Feb 13, 2026 |
| Cyndeo Wealth Partners, LLC | History | Added to | 2,595 | 570 | 0.03% | 0.03% | 1665 | +1 | 0.04% | Q4 2025 | Jan 07, 2026 |
| GAMMA Investing LLC | History | Reduced | 2,593 | 569 | 0.03% | 0.04% | 1666 | -648 | -19.99% | Q4 2025 | Jan 05, 2026 |
| Beckerman Institutional, LLC | History | No change | 2,592 | 569 | 0.32% | 0.33% | 1667 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Capital Wealth Alliance, LLC | History | Reduced | 2,476 | 568 | 0.24% | 0.31% | 1668 | -407 | -14.12% | Q4 2025 | Feb 17, 2026 |
| Beacon Financial Strategies CORP | History | Added to | 2,568 | 564 | 0.31% | 0.33% | 1669 | +6 | 0.23% | Q4 2025 | Jan 12, 2026 |
| Tanager Wealth Management LLP | History | Reduced | 2,562 | 563 | 0.06% | 0.06% | 1670 | -227 | -8.14% | Q4 2025 | Jan 26, 2026 |
| Covenant Asset Management, LLC | History | Reduced | 2,558 | 562 | 0.07% | 0.06% | 1671 | -94 | -3.54% | Q4 2025 | Jan 30, 2026 |
| MBE Wealth Management, LLC | History | Reduced | 2,561 | 562 | 0.24% | 0.24% | 1672 | -52 | -1.99% | Q4 2025 | Jan 21, 2026 |
| Silver Grove Financial Group, Inc. | History | Added to | 2,551 | 560 | 0.48% | 0.52% | 1674 | +6 | 0.24% | Q4 2025 | Feb 17, 2026 |
| ForthRight Wealth Management, LLC | History | Added to | 2,552 | 560 | 0.16% | 0.16% | 1673 | +2 | 0.08% | Q4 2025 | Jan 13, 2026 |
| Heck Capital Advisors, LLC | History | No change | 2,546 | 559 | 0.04% | 0.04% | 1675 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| SEI INVESTMENTS CO | History | New | 2,535 | 557 | 0.0% | — | 1676 | +2,535 | New | Q4 2025 | Feb 13, 2026 |
| HOLDERNESS INVESTMENTS CO | History | Added to | 2,535 | 557 | 0.11% | 0.11% | 1677 | +124 | 5.14% | Q4 2025 | Feb 10, 2026 |
| FIRST FOUNDATION ADVISORS | History | Reduced | 2,531 | 556 | 0.02% | 0.02% | 1678 | -88 | -3.36% | Q4 2025 | Feb 04, 2026 |
| Cannon Financial Strategists, Inc. | History | Added to | 2,532 | 556 | 0.08% | 0.08% | 1679 | +6 | 0.24% | Q4 2025 | Feb 04, 2026 |
| Granite Harbor Advisors, Inc. | History | Added to | 2,521 | 554 | 0.23% | 0.23% | 1680 | +28 | 1.12% | Q4 2025 | Jan 22, 2026 |
| Legacy Advisors, LLC | History | Added to | 2,520 | 553 | 0.06% | 0.06% | 1681 | +320 | 14.55% | Q4 2025 | Jan 27, 2026 |
| Darwin Wealth Management, LLC | History | Reduced | 2,515 | 552 | 0.17% | 0.17% | 1682 | -3 | -0.12% | Q4 2025 | Jan 22, 2026 |
| Breakwater Capital Group | History | Reduced | 2,515 | 552 | 0.08% | 0.08% | 1683 | -1 | -0.04% | Q4 2025 | Jan 09, 2026 |
| Next Level Wealth Planning, LLC | History | Reduced | 2,510 | 551 | 0.29% | 0.32% | 1685 | -109 | -4.16% | Q4 2025 | Jan 26, 2026 |
| RS CRUM INC. | History | No change | 2,510 | 551 | 0.11% | 0.12% | 1684 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| REGIMEN WEALTH, LLC | History | Added to | 2,506 | 550 | 0.16% | 0.16% | 1687 | +20 | 0.8% | Q4 2025 | Feb 09, 2026 |
| Beaumont Financial Advisors, LLC | History | Reduced | 2,506 | 550 | 0.04% | 0.04% | 1686 | -10 | -0.4% | Q4 2025 | Jan 16, 2026 |
| Sachetta, LLC | History | Reduced | 2,494 | 548 | 0.3% | 0.58% | 1689 | -4,785 | -65.74% | Q4 2025 | Feb 02, 2026 |
| Left Brain Wealth Management, LLC | History | New | 2,496 | 548 | 0.19% | — | 1688 | +2,496 | New | Q4 2025 | Feb 05, 2026 |
| Berman McAleer LLC | History | No change | 2,495 | 548 | 0.07% | 0.08% | 1690 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| SageGuard Financial Group, LLC | History | New | 2,490 | 547 | 0.09% | — | 1691 | +2,490 | New | Q4 2025 | Jan 27, 2026 |
| ABLE Financial Group, LLC | History | No change | 2,488 | 546 | 0.11% | 0.12% | 1692 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 2,484 | 545 | 0.02% | 0.01% | 1693 | +557 | 28.91% | Q4 2025 | Feb 13, 2026 |
| Wright Wealth LLC | History | New | 2,476 | 544 | 0.35% | — | 1694 | +2,476 | New | Q4 2025 | Feb 13, 2026 |
| EWA, LLC | History | Added to | 2,471 | 543 | 0.13% | 0.09% | 1696 | +981 | 65.84% | Q4 2025 | Feb 03, 2026 |
| Oak Asset Management, LLC | History | Added to | 2,473 | 543 | 0.19% | 0.18% | 1695 | +1 | 0.04% | Q4 2025 | Jan 14, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 2,472 | 543 | 0.11% | 0.12% | 1697 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| River Street Advisors LLC | History | Reduced | 2,464 | 541 | 0.2% | 0.21% | 1698 | -25 | -1.0% | Q4 2025 | Jan 26, 2026 |
| O'Brien Greene & Co. Inc | History | Added to | 2,460 | 540 | 0.16% | 0.16% | 1699 | +19 | 0.78% | Q4 2025 | Feb 05, 2026 |
| Sequent Asset Management, LLC | History | No change | 2,452 | 539 | 0.24% | 0.25% | 1700 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Alpine Bank Wealth Management | History | Added to | 2,443 | 536 | 0.08% | 0.02% | 1703 | +1,886 | 338.6% | Q4 2025 | Jan 15, 2026 |
| Alpha Omega Wealth Management LLC | History | Added to | 2,440 | 536 | 0.09% | 0.09% | 1701 | +3 | 0.12% | Q4 2025 | Jan 22, 2026 |
| Insight Wealth Strategies, LLC | History | Reduced | 2,442 | 536 | 0.06% | 0.06% | 1702 | -1 | -0.04% | Q4 2025 | Jan 02, 2026 |
| Wells Financial Advisors INC | History | Reduced | 2,434 | 534 | 1.01% | 1.45% | 1705 | -2,586 | -51.51% | Q4 2025 | Feb 02, 2026 |
| Apeiron RIA LLC | History | Added to | 2,364 | 534 | 0.11% | 0.11% | 1704 | +2 | 0.08% | Q4 2025 | Feb 03, 2026 |
| Daybright Advisory Services, Inc. | History | New | 2,423 | 532 | 0.14% | — | 1707 | +2,423 | New | Q4 2025 | Feb 12, 2026 |
| North Capital, Inc. | History | Reduced | 2,424 | 532 | 0.46% | 0.4% | 1706 | -1 | -0.04% | Q4 2025 | Feb 18, 2026 |
| Aspire Growth Partners LLC | History | Added to | 2,419 | 531 | 0.37% | 0.38% | 1708 | +5 | 0.21% | Q4 2025 | Feb 05, 2026 |
| Focused Wealth Management, Inc | History | Reduced | 2,414 | 530 | 0.06% | 0.08% | 1709 | -1,064 | -30.59% | Q4 2025 | Jan 29, 2026 |
| Gen-Wealth Partners Inc | History | Added to | 2,413 | 530 | 0.17% | 0.17% | 1710 | +34 | 1.43% | Q4 2025 | Feb 13, 2026 |
| Paulson Wealth Management Inc. | History | Added to | 2,399 | 527 | 0.12% | 0.08% | 1712 | +778 | 48.0% | Q4 2025 | Feb 05, 2026 |
| Tortoise Investment Management, LLC | History | Added to | 2,402 | 527 | 0.05% | 0.03% | 1711 | +702 | 41.29% | Q4 2025 | Feb 06, 2026 |
| Clarus Group, Inc. | History | No change | 2,391 | 525 | 0.19% | 0.18% | 1713 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Lakeside Advisors, INC. | History | Added to | 2,388 | 524 | 0.34% | 0.21% | 1714 | +815 | 51.81% | Q4 2025 | Jan 27, 2026 |
| ALTERNA WEALTH MANAGEMENT, INC | History | New | 2,382 | 523 | 0.44% | — | 1715 | +2,382 | New | Q4 2025 | Jan 23, 2026 |
| Phillips Wealth Planners LLC | History | Reduced | 2,339 | 523 | 0.42% | 0.43% | 1716 | -34 | -1.43% | Q4 2025 | Feb 10, 2026 |
| ELEVATUS WELATH MANAGEMENT | History | New | 2,377 | 522 | 0.14% | — | 1718 | +2,377 | New | Q4 2025 | Jan 14, 2026 |
| MAIRS & POWER INC | History | Reduced | 2,377 | 522 | 0.01% | 0.01% | 1717 | -983 | -29.26% | Q4 2025 | Feb 17, 2026 |
| Innovative Wealth Building LLC | History | New | 2,366 | 520 | 0.38% | — | 1721 | +2,366 | New | Q4 2025 | Feb 17, 2026 |
| Red Tortoise LLC | History | Reduced | 2,368 | 520 | 0.22% | 0.25% | 1719 | -348 | -12.81% | Q4 2025 | Jan 22, 2026 |
| Quadcap Wealth Management, LLC | History | No change | 2,367 | 520 | 0.06% | 0.06% | 1720 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | No change | 2,365 | 519 | 0.0% | 0.0% | 1722 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Main Street Research LLC | History | New | 2,361 | 518 | 0.03% | — | 1723 | +2,361 | New | Q4 2025 | Feb 09, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 2,359 | 518 | 0.07% | 0.07% | 1724 | +14 | 0.6% | Q4 2025 | Jan 29, 2026 |
| Sightline Wealth Advisors, LLC | History | Added to | 2,349 | 516 | 0.22% | 0.23% | 1725 | +17 | 0.73% | Q4 2025 | Jan 26, 2026 |
| Walker Asset Management, LLC | History | Added to | 2,342 | 514 | 0.28% | 0.28% | 1727 | +1 | 0.04% | Q4 2025 | Jan 16, 2026 |
| Long Island Wealth Management, Inc. | History | Added to | 2,340 | 514 | 0.24% | 0.25% | 1729 | +1 | 0.04% | Q4 2025 | Jan 21, 2026 |
| S.A. Mason LLC | History | No change | 2,339 | 514 | 0.2% | 0.22% | 1726 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| LMG Wealth Partners, LLC | History | No change | 2,343 | 514 | 0.1% | 0.09% | 1728 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY | History | Reduced | 2,272 | 510 | 0.11% | 0.15% | 1730 | -1,223 | -34.99% | Q4 2025 | Jan 15, 2026 |
| tru Independence LLC | History | Added to | 2,323 | 510 | 0.13% | 0.13% | 1732 | +11 | 0.48% | Q4 2025 | Jan 22, 2026 |
| Chevy Chase Trust Holdings, LLC | History | No change | 2,325 | 510 | 0.0% | 0.0% | 1731 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Legacy Edge Advisors, LLC | History | New | 2,319 | 509 | 0.06% | — | 1734 | +2,319 | New | Q4 2025 | Feb 02, 2026 |
| PCM Encore, LLC | History | New | 2,316 | 509 | 0.11% | — | 1735 | +2,316 | New | Q4 2025 | Feb 13, 2026 |
| Mengis Capital Management, Inc. | History | Reduced | 2,319 | 509 | 0.09% | 0.11% | 1733 | -271 | -10.46% | Q4 2025 | Mar 05, 2026 |
| FreeGulliver LLC | History | Reduced | 2,300 | 505 | 0.19% | 0.33% | 1738 | -1,100 | -32.35% | Q4 2025 | Feb 12, 2026 |
| Indie Asset Partners, LLC | History | Added to | 2,299 | 505 | 0.56% | 0.51% | 1736 | +522 | 29.38% | Q4 2025 | Feb 03, 2026 |
| American Capital Advisory, LLC | History | Added to | 2,299 | 505 | 0.22% | 0.23% | 1737 | +1 | 0.04% | Q4 2025 | Jan 30, 2026 |
| Herold Advisors, Inc. | History | Added to | 2,292 | 503 | 0.11% | 0.1% | 1740 | +342 | 17.54% | Q4 2025 | Feb 17, 2026 |
| 1776 Wealth LLC | History | Reduced | 2,289 | 503 | 0.19% | 0.2% | 1739 | -71 | -3.01% | Q4 2025 | Feb 11, 2026 |
| Fingerlakes Wealth Management, Inc. | History | Added to | 2,285 | 502 | 0.32% | 0.32% | 1741 | +16 | 0.71% | Q4 2025 | Feb 05, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | New | 2,284 | 501 | 0.03% | — | 1742 | +2,284 | New | Q4 2025 | Feb 17, 2026 |
| Key FInancial Inc | History | Reduced | 2,271 | 499 | 0.09% | 0.09% | 1743 | -7 | -0.31% | Q4 2025 | Feb 09, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 2,266 | 498 | 0.05% | 0.06% | 1745 | +280 | 14.1% | Q4 2025 | Jan 22, 2026 |
| Diversified Portfolios, Inc. | History | Reduced | 2,267 | 498 | 0.04% | 0.05% | 1744 | -144 | -5.97% | Q4 2025 | Feb 09, 2026 |
| Operose Advisors LLC | History | Added to | 2,263 | 497 | 0.12% | 0.12% | 1746 | +3 | 0.13% | Q4 2025 | Feb 10, 2026 |
| ACCREDITED INVESTOR SERVICES, LLC | History | Reduced | 2,249 | 494 | 0.33% | 0.34% | 1747 | -26 | -1.14% | Q4 2025 | Feb 09, 2026 |
| Pacific Center for Financial Services | History | No change | 2,283 | 492 | 0.13% | 0.13% | 1748 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| IMG Wealth Management, Inc. | History | Reduced | 2,234 | 491 | 0.31% | 0.35% | 1749 | -164 | -6.84% | Q4 2025 | Feb 05, 2026 |
| Prosperity Advisers, LLC | History | New | 2,233 | 490 | 0.4% | — | 1752 | +2,233 | New | Q4 2025 | Jan 23, 2026 |
| Manske Wealth Management | History | Reduced | 2,230 | 490 | 0.14% | 0.15% | 1753 | -100 | -4.29% | Q4 2025 | Feb 03, 2026 |
| ARTHUR M. COHEN & ASSOCIATES, LLC | History | No change | 2,234 | 490 | 0.08% | 0.08% | 1750 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MYECFO, LLC | History | No change | 2,232 | 490 | 0.21% | 0.22% | 1751 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| MN Wealth Advisors, LLC | History | Added to | 2,223 | 488 | 0.25% | 0.26% | 1754 | +5 | 0.23% | Q4 2025 | Feb 02, 2026 |
| Rydar Equities, Inc. | History | Added to | 2,215 | 486 | 0.38% | 0.38% | 1755 | +9 | 0.41% | Q4 2025 | Jan 21, 2026 |
| Blankinship & Foster, LLC | History | No change | 2,206 | 484 | 0.1% | 0.1% | 1756 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Demars Financial Group, LLC | History | Added to | 2,201 | 483 | 0.16% | 0.13% | 1758 | +461 | 26.49% | Q4 2025 | Jan 22, 2026 |
| CCM INVESTMENT ADVISERS LLC | History | Reduced | 2,200 | 483 | 0.05% | 0.05% | 1757 | -181 | -7.6% | Q4 2025 | Jan 12, 2026 |
| Elyxium Wealth, LLC | History | No change | 2,200 | 483 | 0.13% | 0.17% | 1759 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| ONE Advisory Partners, LLC | History | Reduced | 2,197 | 482 | 0.15% | 0.17% | 1761 | -328 | -12.99% | Q4 2025 | Jan 12, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Added to | 2,196 | 482 | 0.06% | 0.07% | 1760 | +14 | 0.64% | Q4 2025 | Feb 04, 2026 |
| PARAGON FINANCIAL PARTNERS, INC. | History | Added to | 2,184 | 480 | 0.3% | 0.3% | 1762 | +8 | 0.37% | Q4 2025 | Jan 21, 2026 |
| L.K. Benson & Company, P.C. | History | Reduced | 2,175 | 478 | 0.24% | 0.27% | 1763 | -161 | -6.89% | Q4 2025 | Feb 06, 2026 |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | History | Reduced | 2,164 | 475 | 0.02% | 0.02% | 1764 | -327 | -13.13% | Q4 2025 | Feb 17, 2026 |
| First Western Trust Bank | History | Reduced | 2,162 | 475 | 0.02% | 0.02% | 1765 | -24 | -1.1% | Q4 2025 | Feb 12, 2026 |
| InvesTrust | History | No change | 2,163 | 475 | 0.18% | 0.17% | 1766 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| VIRTUE ASSET MANAGEMENT LLC | History | No change | 2,155 | 473 | 0.38% | 0.38% | 1767 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| PACIFIC FINANCIAL GROUP INC | History | Reduced | 2,149 | 472 | 0.26% | 0.41% | 1768 | -441 | -17.03% | Q4 2025 | Feb 17, 2026 |
| Castle Rock Wealth Management, LLC | History | Added to | 2,109 | 472 | 0.1% | 0.1% | 1770 | +48 | 2.33% | Q4 2025 | Feb 05, 2026 |
| NVWM, LLC | History | No change | 2,151 | 472 | 0.1% | 0.1% | 1769 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| WELCH & FORBES LLC | History | No change | 2,145 | 471 | 0.01% | 0.01% | 1771 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| ACCESS FINANCIAL SERVICES, INC. | History | Reduced | 2,127 | 467 | 0.17% | 0.19% | 1772 | -365 | -14.65% | Q4 2025 | Jan 21, 2026 |
| Arsenal Capital Advisors LLC | History | New | 2,123 | 466 | 0.33% | — | 1774 | +2,123 | New | Q4 2025 | Feb 11, 2026 |
| ATLANTIC FAMILY WEALTH, LLC | History | Added to | 2,122 | 466 | 0.35% | 0.35% | 1773 | +2 | 0.09% | Q4 2025 | Feb 12, 2026 |
| Disciplined Investors, L.L.C. | History | Added to | 2,118 | 465 | 0.31% | 0.32% | 1776 | +64 | 3.12% | Q4 2025 | Feb 10, 2026 |
| American Trust | History | Added to | 2,119 | 465 | 0.04% | 0.04% | 1775 | +40 | 1.92% | Q4 2025 | Feb 17, 2026 |
| New World Advisors LLC | History | Added to | 2,114 | 464 | 0.08% | 0.08% | 1777 | +24 | 1.15% | Q4 2025 | Feb 06, 2026 |
| JEPPSON WEALTH MANAGEMENT, LLC | History | No change | 2,107 | 463 | 0.15% | 0.14% | 1778 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Capital Investment Counsel, LLC | History | Added to | 2,106 | 462 | 0.06% | 0.03% | 1781 | +1,040 | 97.56% | Q4 2025 | Feb 02, 2026 |
| Interchange Capital Partners, LLC | History | Reduced | 2,103 | 462 | 0.09% | 0.09% | 1779 | -34 | -1.59% | Q4 2025 | Jan 30, 2026 |
| Southland Equity Partners LLC | History | Added to | 2,107 | 462 | 0.09% | 0.09% | 1780 | +6 | 0.29% | Q4 2025 | Jan 14, 2026 |
| marrick wealth, LLC | History | New | 2,094 | 460 | 0.38% | — | 1782 | +2,094 | New | Q4 2025 | Feb 13, 2026 |
| Hibernia Wealth Partners, LLC | History | Added to | 2,086 | 458 | 0.14% | 0.14% | 1783 | +1,043 | 100.0% | Q4 2025 | Feb 12, 2026 |
| DAVIDSON TRUST CO | History | No change | 2,072 | 455 | 0.19% | 0.18% | 1784 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Aurora Private Wealth, Inc. | History | New | 2,065 | 454 | 0.3% | — | 1786 | +2,065 | New | Q4 2025 | Feb 02, 2026 |
| Abound Wealth Management | History | Added to | 2,066 | 454 | 0.11% | 0.09% | 1788 | +398 | 23.86% | Q4 2025 | Jan 12, 2026 |
| Heritage Wealth Management, Inc. | History | Reduced | 2,068 | 454 | 0.13% | 0.13% | 1787 | -30 | -1.43% | Q4 2025 | Jan 26, 2026 |
| Clarity Capital Advisors, LLC | History | Added to | 2,068 | 454 | 0.23% | 0.24% | 1789 | +1 | 0.05% | Q4 2025 | Feb 11, 2026 |
| Gilman Hill Asset Management, LLC | History | No change | 2,070 | 454 | 0.07% | 0.07% | 1785 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| DIVIDEND ASSETS CAPITAL, LLC | History | Reduced | 2,061 | 453 | 0.09% | 0.1% | 1790 | -477 | -18.79% | Q4 2025 | Feb 12, 2026 |
| PKS Advisory Services, LLC | History | Reduced | 2,064 | 453 | 0.1% | 0.1% | 1791 | -150 | -6.78% | Q4 2025 | Feb 02, 2026 |
| Trust Co | History | No change | 2,064 | 453 | 0.04% | 0.05% | 1792 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| First Bank & Trust | History | No change | 2,065 | 453 | 0.07% | 0.07% | 1793 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Greykasell Wealth Strategies, Inc. | History | New | 2,060 | 452 | 0.18% | — | 1797 | +2,060 | New | Q4 2025 | Feb 11, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Added to | 2,060 | 452 | 0.1% | 0.1% | 1795 | +24 | 1.18% | Q4 2025 | Jan 16, 2026 |
| Palumbo Wealth Management LLC | History | Added to | 2,060 | 452 | 0.11% | 0.14% | 1796 | +10 | 0.49% | Q4 2025 | Jan 21, 2026 |
| Schneider Downs Wealth Management Advisors, LP | History | No change | 2,061 | 452 | 0.05% | 0.05% | 1794 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| DENVER WEALTH MANAGEMENT, INC. | History | Reduced | 2,056 | 451 | 0.16% | 0.2% | 1800 | -437 | -17.53% | Q4 2025 | Feb 13, 2026 |
| Chaney Capital Management, Inc. | History | Reduced | 2,055 | 451 | 0.16% | 0.16% | 1801 | -100 | -4.64% | Q4 2025 | Jan 27, 2026 |
| Shepherd Financial Partners LLC | History | Added to | 2,056 | 451 | 0.04% | 0.04% | 1798 | +1 | 0.05% | Q4 2025 | Feb 10, 2026 |
| NCM Capital Management, LLC | History | No change | 2,053 | 451 | 0.17% | 0.17% | 1799 | 0 | 0.0% | Q4 2025 | Mar 02, 2026 |
| DOLIVER ADVISORS, LP | History | No change | 2,050 | 450 | 0.11% | 0.11% | 1802 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| PRESILIUM PRIVATE WEALTH, LLC | History | Reduced | 2,045 | 449 | 0.08% | 0.08% | 1803 | -25 | -1.21% | Q4 2025 | Jan 13, 2026 |
| OpenArc Corporate Advisory, LLC | History | New | 2,041 | 448 | 0.01% | — | 1806 | +2,041 | New | Q4 2025 | Feb 13, 2026 |
| Higgins & Schmidt Wealth Strategies LLC | History | Reduced | 2,039 | 448 | 0.21% | 0.24% | 1805 | -157 | -7.15% | Q4 2025 | Jan 29, 2026 |
| Abacus Planning Group, Inc. | History | Added to | 2,042 | 448 | 0.06% | 0.06% | 1804 | +9 | 0.44% | Q4 2025 | Jan 16, 2026 |
| NESTEGG ADVISORS, INC. | History | Reduced | 2,037 | 447 | 0.38% | 0.4% | 1808 | -54 | -2.58% | Q4 2025 | Jan 21, 2026 |
| CAHABA WEALTH MANAGEMENT, INC. | History | Added to | 2,037 | 447 | 0.03% | 0.03% | 1807 | +12 | 0.59% | Q4 2025 | Jan 07, 2026 |
| Flagship Private Wealth, LLC | History | Added to | 2,030 | 446 | 0.18% | 0.18% | 1809 | +5 | 0.25% | Q4 2025 | Feb 04, 2026 |
| TILIA FIDUCIARY PARTNERS, INC. | History | Added to | 2,018 | 443 | 0.24% | 0.22% | 1810 | +283 | 16.31% | Q4 2025 | Jan 12, 2026 |
| Mallini Complete Financial Planning LLC | History | Reduced | 2,019 | 443 | 0.36% | 0.37% | 1811 | -117 | -5.48% | Q4 2025 | Jan 06, 2026 |
| COMPASS CAPITAL CORP /MA/ /ADV | History | Added to | 1,925 | 442 | 0.17% | 0.18% | 1812 | +29 | 1.53% | Q4 2025 | Feb 12, 2026 |
| Stratos Investment Management, LLC | History | Added to | 2,008 | 441 | 0.02% | 0.01% | 1813 | +397 | 24.64% | Q4 2025 | Jan 20, 2026 |
| Waterfront Wealth Inc. | History | Added to | 1,965 | 441 | 0.08% | 0.09% | 1814 | +8 | 0.41% | Q4 2025 | Jan 27, 2026 |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | History | Reduced | 2,001 | 439 | 0.01% | 0.01% | 1815 | -2 | -0.1% | Q4 2025 | Feb 11, 2026 |
| Finer Wealth Management, Inc. | History | No change | 2,000 | 439 | 0.21% | 0.21% | 1816 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | New | 1,989 | 437 | 0.0% | — | 1817 | +1,989 | New | Q4 2025 | Feb 17, 2026 |
| Millington Financial Advisors, LLC | History | New | 1,900 | 436 | 0.19% | — | 1820 | +1,900 | New | Q4 2025 | Feb 09, 2026 |
| Bedell Frazier Investment Counselling, LLC | History | Reduced | 1,987 | 436 | 0.08% | 0.09% | 1819 | -63 | -3.07% | Q4 2025 | Feb 17, 2026 |
| ORLEANS CAPITAL MANAGEMENT CORP/LA | History | No change | 1,984 | 436 | 0.27% | 0.28% | 1818 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Vines Capital Management, LLC | History | New | 1,982 | 435 | 0.42% | — | 1821 | +1,982 | New | Q4 2025 | Feb 17, 2026 |
| Old Peak Finance LLC | History | New | 1,975 | 434 | 0.27% | — | 1822 | +1,975 | New | Q4 2025 | Feb 10, 2026 |
| Smart Money Group LLC | History | Reduced | 1,968 | 432 | 0.13% | 0.13% | 1824 | -47 | -2.33% | Q4 2025 | Jan 30, 2026 |
| Index Fund Advisors, Inc. | History | No change | 1,968 | 432 | 0.02% | 0.02% | 1823 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Redwood Investment Management, LLC | History | Added to | 1,956 | 430 | 0.05% | 0.05% | 1827 | +15 | 0.77% | Q4 2025 | Feb 17, 2026 |
| HANCOCK WHITNEY CORP | History | No change | 1,960 | 430 | 0.01% | 0.01% | 1825 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| OLD SECOND NATIONAL BANK OF AURORA | History | No change | 1,957 | 430 | 0.09% | 0.09% | 1826 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Santori & Peters, Inc. | History | Reduced | 1,948 | 428 | 0.15% | 0.17% | 1829 | -202 | -9.4% | Q4 2025 | Jan 15, 2026 |
| Acropolis Investment Management, LLC | History | Reduced | 1,949 | 428 | 0.02% | 0.02% | 1828 | -16 | -0.81% | Q4 2025 | Jan 14, 2026 |
| BURNEY CO/ | History | New | 1,945 | 427 | 0.01% | — | 1830 | +1,945 | New | Q4 2025 | Jan 23, 2026 |
| ELEMENT POINTE ADVISORS, LLC | History | Added to | 1,947 | 427 | 0.08% | 0.05% | 1831 | +947 | 94.7% | Q4 2025 | Feb 13, 2026 |
| Private Wealth Asset Management, LLC | History | Reduced | 1,940 | 426 | 0.05% | 0.05% | 1833 | -211 | -9.81% | Q4 2025 | Feb 10, 2026 |
| Outlook Wealth Advisors, LLC | History | Reduced | 1,942 | 426 | 0.1% | 0.11% | 1832 | -21 | -1.07% | Q4 2025 | Feb 11, 2026 |
| Faithward Advisors, LLC | History | Added to | 1,935 | 425 | 0.06% | 0.05% | 1834 | +324 | 20.11% | Q4 2025 | Feb 17, 2026 |
| Disciplined Investments, LLC | History | Reduced | 1,935 | 425 | 0.16% | 0.17% | 1835 | -32 | -1.63% | Q4 2025 | Feb 05, 2026 |
| Strategent Financial, LLC | History | No change | 1,935 | 425 | 0.27% | 0.3% | 1836 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Shelter Rock Management, LLC | History | New | 1,931 | 424 | 0.43% | — | 1839 | +1,931 | New | Q4 2025 | Feb 09, 2026 |
| Tannin Capital LLC | History | New | 1,931 | 424 | 0.38% | — | 1840 | +1,931 | New | Q4 2025 | Feb 17, 2026 |
| Grey Fox Wealth Advisors, LLC | History | Reduced | 1,931 | 424 | 0.09% | 0.09% | 1838 | -50 | -2.52% | Q4 2025 | Feb 12, 2026 |
| Sterling Investment Counsel, LLC | History | No change | 1,932 | 424 | 0.12% | 0.13% | 1837 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 1,878 | 423 | 0.01% | 0.01% | 1843 | +97 | 5.45% | Q4 2025 | Jan 23, 2026 |
| Brookmont Capital Management | History | Added to | 1,925 | 423 | 0.24% | 0.23% | 1841 | +11 | 0.57% | Q4 2025 | Feb 10, 2026 |
| Howard Capital Management Group, LLC | History | No change | 1,926 | 423 | 0.03% | 0.03% | 1842 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| CURA WEALTH ADVISORS, LLC | History | Added to | 1,922 | 422 | 0.16% | 0.15% | 1846 | +82 | 4.46% | Q4 2025 | Jan 23, 2026 |
| Symmetry Partners, LLC | History | No change | 1,924 | 422 | 0.02% | 0.05% | 1844 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | History | No change | 1,924 | 422 | 0.09% | 0.1% | 1845 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| CERTIOR FINANCIAL GROUP, LLC | History | Reduced | 1,920 | 421 | 0.28% | 0.29% | 1847 | -116 | -5.7% | Q4 2025 | Feb 04, 2026 |
| CATALYST PRIVATE WEALTH, LLC | History | Reduced | 1,912 | 420 | 0.18% | 0.18% | 1848 | -4 | -0.21% | Q4 2025 | Jan 14, 2026 |
| Madrona Financial Services, LLC | History | Reduced | 1,907 | 419 | 0.09% | 0.1% | 1849 | -239 | -11.14% | Q4 2025 | Jan 22, 2026 |
| Meramec Financial Planners, LLC | History | New | 1,825 | 418 | 0.16% | — | 1851 | +1,825 | New | Q4 2025 | Feb 10, 2026 |
| BostonPremier Wealth LLC | History | No change | 1,906 | 418 | 0.21% | 0.2% | 1850 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Spectrum Investment Advisors, Inc. | History | New | 1,901 | 417 | 0.21% | — | 1852 | +1,901 | New | Q4 2025 | Jan 28, 2026 |
| FourThought Financial Partners, LLC | History | No change | 1,896 | 416 | 0.04% | 0.04% | 1853 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Manchester Capital Management LLC | History | Reduced | 1,886 | 414 | 0.06% | 0.07% | 1854 | -454 | -19.4% | Q4 2025 | Feb 11, 2026 |
| Portland Financial Advisors Inc | History | No change | 1,885 | 414 | 0.88% | 0.87% | 1855 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Millstone Evans Group, LLC | History | Added to | 1,883 | 413 | 0.24% | 0.11% | 1856 | +1,085 | 135.96% | Q4 2025 | Feb 02, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 1,876 | 412 | 0.13% | 0.4% | 1858 | +11 | 0.59% | Q4 2025 | Feb 17, 2026 |
| Jupiter Wealth Management LLC | History | No change | 1,821 | 412 | 0.18% | 0.19% | 1857 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Ariadne Wealth Management, LP | History | No change | 1,822 | 412 | 0.17% | 0.18% | 1859 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Curated Wealth Partners LLC | History | Added to | 1,874 | 411 | 0.04% | 0.03% | 1861 | +860 | 84.81% | Q4 2025 | Jan 12, 2026 |
| INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | History | Added to | 1,874 | 411 | 0.17% | 0.17% | 1860 | +8 | 0.43% | Q4 2025 | Feb 04, 2026 |
| UNIVEST FINANCIAL Corp | History | Added to | 1,863 | 409 | 0.02% | 0.02% | 1862 | +386 | 26.13% | Q4 2025 | Feb 04, 2026 |
| SAGE FINANCIAL GROUP INC | History | Reduced | 1,862 | 409 | 0.03% | 0.03% | 1863 | -20 | -1.06% | Q4 2025 | Jan 27, 2026 |
| Carroll Advisory Group, LLC | History | New | 1,860 | 408 | 0.18% | — | 1865 | +1,860 | New | Q4 2025 | Feb 09, 2026 |
| Astoria Portfolio Advisors LLC. | History | Reduced | 1,811 | 408 | 0.09% | 0.12% | 1864 | -225 | -11.05% | Q4 2025 | Feb 24, 2026 |
| SPINNAKER TRUST | History | Added to | 1,853 | 407 | 0.02% | 0.01% | 1866 | +703 | 61.13% | Q4 2025 | Feb 10, 2026 |
| Westfuller Advisors, LLC | History | Added to | 1,854 | 407 | 0.16% | 0.18% | 1869 | +32 | 1.76% | Q4 2025 | Jan 21, 2026 |
| Curtis Advisory Group, LLC | History | Reduced | 1,853 | 407 | 0.09% | 0.09% | 1867 | -22 | -1.17% | Q4 2025 | Jan 23, 2026 |
| Ellsworth Advisors, LLC | History | Added to | 1,808 | 407 | 0.08% | 0.08% | 1868 | +7 | 0.39% | Q4 2025 | Jan 16, 2026 |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | History | Added to | 1,851 | 406 | 0.11% | 0.12% | 1870 | +14 | 0.76% | Q4 2025 | Jan 26, 2026 |
| Kropog Financial Group, LLC | History | Added to | 1,848 | 406 | 0.31% | 0.32% | 1871 | +9 | 0.49% | Q4 2025 | Feb 05, 2026 |
| Tempo Wealth, LLC | History | New | 1,846 | 405 | 0.07% | — | 1873 | +1,846 | New | Q4 2025 | Feb 25, 2026 |
| WILSEY ASSET MANAGEMENT INC | History | No change | 1,846 | 405 | 0.06% | 0.07% | 1872 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| WHITE PINE CAPITAL LLC | History | No change | 1,840 | 404 | 0.11% | 0.11% | 1874 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| COLTON GROOME FINANCIAL ADVISORS, LLC | History | No change | 1,840 | 404 | 0.12% | 0.12% | 1875 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Narus Financial Partners, LLC | History | Reduced | 1,835 | 403 | 0.11% | 0.12% | 1877 | -146 | -7.37% | Q4 2025 | Feb 09, 2026 |
| Elite Financial, Inc. | History | Added to | 1,835 | 403 | 0.18% | 0.18% | 1878 | +3 | 0.16% | Q4 2025 | Feb 12, 2026 |
| Liberty Capital Management, Inc. | History | No change | 1,834 | 403 | 0.08% | 0.07% | 1876 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Wealth Management Partners, LLC | History | Reduced | 1,831 | 402 | 0.11% | 0.13% | 1879 | -23 | -1.24% | Q4 2025 | Jan 12, 2026 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | History | Reduced | 1,828 | 401 | 0.2% | 0.22% | 1881 | -27 | -1.46% | Q4 2025 | Jan 30, 2026 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | History | No change | 1,825 | 401 | 0.06% | 0.06% | 1880 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Prasad Wealth Partners, LLC | History | Added to | 1,819 | 399 | 0.11% | 0.07% | 1882 | +671 | 58.45% | Q4 2025 | Jan 27, 2026 |
| LYELL WEALTH MANAGEMENT, LP | History | No change | 1,810 | 397 | 0.03% | 0.03% | 1883 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Teamwork Financial Advisors, LLC | History | Added to | 1,802 | 396 | 0.04% | 0.04% | 1884 | +3 | 0.17% | Q4 2025 | Jan 09, 2026 |
| W.G. Shaheen & Associates DBA Whitney & Co | History | Added to | 1,800 | 395 | 0.03% | 0.03% | 1885 | +168 | 10.29% | Q4 2025 | Jan 30, 2026 |
| Carl P. Sherr & Co., LLC | History | No change | 1,760 | 394 | 0.18% | 0.18% | 1886 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Reduced | 1,791 | 393 | 0.02% | 0.03% | 1887 | -640 | -26.33% | Q4 2025 | Jan 20, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 1,788 | 392 | 0.34% | 0.34% | 1888 | +11 | 0.62% | Q4 2025 | Jan 26, 2026 |
| Western Reserve Capital Management, LLC | History | New | 1,780 | 391 | 0.36% | — | 1894 | +1,780 | New | Q4 2025 | Feb 10, 2026 |
| ARS Investment Partners, LLC | History | Added to | 1,780 | 391 | 0.02% | 0.02% | 1889 | +411 | 30.02% | Q4 2025 | Feb 05, 2026 |
| NAVELLIER & ASSOCIATES INC | History | Added to | 1,780 | 391 | 0.04% | 0.04% | 1890 | +14 | 0.79% | Q4 2025 | Feb 03, 2026 |
| Veridan Wealth LLC | History | Added to | 1,780 | 391 | 0.13% | 0.13% | 1892 | +14 | 0.79% | Q4 2025 | Feb 13, 2026 |
| WEALTHEDGE INVESTMENT ADVISORS, LLC | History | Added to | 1,781 | 391 | 0.14% | 0.14% | 1893 | +9 | 0.51% | Q4 2025 | Feb 17, 2026 |
| Holland Advisory Services, Inc. | History | No change | 1,780 | 391 | 0.53% | 0.53% | 1891 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Barnett & Company, Inc. | History | Reduced | 1,771 | 389 | 0.31% | 0.3% | 1895 | -25 | -1.39% | Q4 2025 | Feb 12, 2026 |
| Level Wealth Management LLC | History | Added to | 1,774 | 389 | 0.2% | 0.2% | 1896 | +5 | 0.28% | Q4 2025 | Feb 02, 2026 |
| WHITENER CAPITAL MANAGEMENT, INC. | History | Added to | 1,767 | 388 | 0.09% | 0.09% | 1897 | +62 | 3.64% | Q4 2025 | Jan 23, 2026 |
| Fairman Group, LLC | History | Added to | 1,770 | 388 | 0.31% | 0.31% | 1898 | +14 | 0.8% | Q4 2025 | Feb 13, 2026 |
| Selective Wealth Management, Inc. | History | Reduced | 1,721 | 387 | 0.12% | 0.14% | 1899 | -314 | -15.43% | Q4 2025 | Jan 16, 2026 |
| Shulman DeMeo Asset Management LLC | History | Reduced | 1,761 | 387 | 0.09% | 0.09% | 1901 | -126 | -6.68% | Q4 2025 | Jan 14, 2026 |
| Grandview Asset Management LLC | History | Added to | 1,762 | 387 | 0.11% | 0.11% | 1900 | +6 | 0.34% | Q4 2025 | Jan 26, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Added to | 1,760 | 386 | 0.08% | 0.11% | 1903 | +243 | 16.02% | Q4 2025 | Feb 12, 2026 |
| Syntegra Private Wealth Group, LLC | History | No change | 1,758 | 386 | 0.04% | 0.04% | 1902 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Archer Investment Management, LLC | History | New | 1,756 | 385 | 0.21% | — | 1905 | +1,756 | New | Q4 2025 | Jan 12, 2026 |
| Cairn Investment Group, Inc. | History | No change | 1,752 | 385 | 0.18% | 0.17% | 1904 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Victrix Investment Advisors | History | New | 1,746 | 383 | 0.15% | — | 1908 | +1,746 | New | Q4 2025 | Feb 11, 2026 |
| Goldstone Financial Group, LLC | History | Added to | 1,745 | 383 | 0.04% | 0.03% | 1906 | +574 | 49.02% | Q4 2025 | Feb 13, 2026 |
| Shum Financial Group, Inc. | History | Added to | 1,745 | 383 | 0.28% | 0.28% | 1907 | +17 | 0.98% | Q4 2025 | Jan 15, 2026 |
| BDFS Capital LLC | History | New | 1,738 | 382 | 0.19% | — | 1912 | +1,738 | New | Q4 2025 | Feb 26, 2026 |
| Sonoma Allocations LLC | History | Added to | 1,696 | 382 | 0.13% | 0.11% | 1911 | +341 | 25.17% | Q4 2025 | Feb 23, 2026 |
| Trinity Financial Advisors LLC | History | Added to | 1,741 | 382 | 0.11% | 0.11% | 1910 | +10 | 0.58% | Q4 2025 | Jan 13, 2026 |
| Costello Asset Management, INC | History | Reduced | 1,740 | 382 | 0.13% | 0.13% | 1909 | -5 | -0.29% | Q4 2025 | Feb 03, 2026 |
| Quantum Financial Advisors, LLC | History | Added to | 1,737 | 381 | 0.04% | 0.04% | 1914 | +69 | 4.14% | Q4 2025 | Jan 12, 2026 |
| VISTA CAPITAL PARTNERS, INC. | History | No change | 1,734 | 381 | 0.04% | 0.04% | 1913 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Stockman Wealth Management, Inc. | History | Added to | 1,729 | 380 | 0.04% | 0.04% | 1915 | +195 | 12.71% | Q4 2025 | Jan 29, 2026 |
| Commonwealth Retirement Investments LLC | History | Reduced | 1,731 | 380 | 0.12% | 0.13% | 1916 | -55 | -3.08% | Q4 2025 | Feb 11, 2026 |
| Strait & Sound Wealth Management LLC | History | Reduced | 1,732 | 380 | 0.14% | 0.15% | 1917 | -25 | -1.42% | Q4 2025 | Feb 04, 2026 |
| Summit Asset Management, LLC | History | Added to | 1,718 | 377 | 0.05% | 0.06% | 1918 | +29 | 1.72% | Q4 2025 | Feb 09, 2026 |
| Strategic Financial Concepts, LLC | History | Reduced | 1,710 | 375 | 0.34% | 2.03% | 1920 | -63,171 | -97.36% | Q4 2025 | Feb 09, 2026 |
| Cassady Wealth & Retirement Planning, LLC | History | New | 1,707 | 375 | 0.24% | — | 1922 | +1,707 | New | Q4 2025 | Apr 02, 2026 |
| Private Wealth Group, LLC | History | No change | 1,709 | 375 | 0.18% | 0.18% | 1919 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| LongView Asset Management LLC | History | No change | 1,709 | 375 | 0.26% | 0.25% | 1921 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| RCW Management, LLC | History | New | 1,703 | 374 | 0.38% | — | 1923 | +1,703 | New | Q4 2025 | Jan 30, 2026 |
| LJI Wealth Management, LLC | History | Reduced | 1,695 | 372 | 0.06% | 0.07% | 1924 | -48 | -2.75% | Q4 2025 | Feb 03, 2026 |
| KW WEALTH MANAGEMENT LLC | History | No change | 1,689 | 371 | 0.56% | 0.62% | 1925 | 0 | 0.0% | Q4 2025 | Feb 25, 2026 |
| SEAVIEW INVESTMENT MANAGERS LLC | History | No change | 1,688 | 370 | 0.14% | 0.13% | 1926 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Newbridge Financial Services Group, Inc. | History | Reduced | 1,682 | 369 | 0.06% | 0.05% | 1927 | -26 | -1.52% | Q4 2025 | Jan 21, 2026 |
| Eaton-Cambridge Inc. | History | Reduced | 1,683 | 369 | 0.12% | 0.13% | 1928 | -24 | -1.41% | Q4 2025 | Feb 13, 2026 |
| Checchi Capital Advisers, LLC | History | Added to | 1,671 | 367 | 0.02% | 0.02% | 1929 | +264 | 18.76% | Q4 2025 | Jan 27, 2026 |
| Gallagher Capital Advisors, LLC | History | Added to | 1,661 | 366 | 0.24% | 0.5% | 1931 | +558 | 50.59% | Q4 2025 | Feb 12, 2026 |
| Clarion Wealth Managment Partners, LLC | History | Reduced | 1,667 | 366 | 0.34% | 0.37% | 1933 | -63 | -3.64% | Q4 2025 | Feb 05, 2026 |
| WINCAP FINANCIAL LLC | History | Added to | 1,666 | 366 | 0.25% | 0.25% | 1932 | +1 | 0.06% | Q4 2025 | Jan 14, 2026 |
| Sensible Money, LLC | History | No change | 1,668 | 366 | 0.12% | 0.12% | 1930 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Lynx Investment Advisory | History | Added to | 1,665 | 365 | 0.2% | 0.21% | 1936 | +6 | 0.36% | Q4 2025 | Feb 05, 2026 |
| BYRNE FINANCIAL FREEDOM, LLC | History | Added to | 1,665 | 365 | 0.17% | 0.18% | 1937 | +2 | 0.12% | Q4 2025 | Feb 04, 2026 |
| West Branch Capital LLC | History | No change | 1,664 | 365 | 0.09% | 0.09% | 1934 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| RHS Financial, LLC | History | No change | 1,662 | 365 | 0.18% | 0.19% | 1935 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Regent Peak Wealth Advisors LLC | History | Reduced | 1,653 | 363 | 0.07% | 0.07% | 1938 | -40 | -2.36% | Q4 2025 | Jan 08, 2026 |
| Sather Financial Group Inc | History | No change | 1,651 | 362 | 0.02% | 0.02% | 1939 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Ironwood Financial, llc | History | No change | 1,606 | 362 | 0.06% | 0.06% | 1940 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Buttonwood Financial Group, LLC | History | No change | 1,607 | 361 | 0.19% | 0.15% | 1941 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| New Republic Capital, LLC | History | Reduced | 1,641 | 360 | 0.1% | 0.14% | 1945 | -510 | -23.71% | Q4 2025 | Feb 10, 2026 |
| CFO4Life Group, LLC | History | Added to | 1,640 | 360 | 0.05% | 0.05% | 1943 | +5 | 0.31% | Q4 2025 | Feb 06, 2026 |
| Lineweaver Wealth Advisors, LLC | History | Added to | 1,640 | 360 | 0.05% | 0.05% | 1944 | +2 | 0.12% | Q4 2025 | Jan 14, 2026 |
| CHAPIN DAVIS, INC. | History | Added to | 1,641 | 360 | 0.08% | 0.09% | 1942 | +1 | 0.06% | Q4 2025 | Jan 30, 2026 |
| J.Safra Asset Management Corp | History | New | 1,628 | 357 | 0.02% | — | 1946 | +1,628 | New | Q4 2025 | Feb 11, 2026 |
| GatePass Capital, LLC | History | No change | 1,625 | 357 | 0.18% | 0.2% | 1947 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 1,623 | 356 | 0.0% | 0.0% | 1948 | +20 | 1.25% | Q4 2025 | Feb 11, 2026 |
| Greenline Partners, LLC | History | No change | 1,624 | 356 | 0.04% | 0.04% | 1949 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Asio Capital, LLC | History | Added to | 1,616 | 355 | 0.05% | 0.05% | 1950 | +100 | 6.6% | Q4 2025 | Jan 21, 2026 |
| My Personal CFO, LLC | History | New | 1,607 | 353 | 0.15% | — | 1954 | +1,607 | New | Q4 2025 | Jan 15, 2026 |
| Stonebridge Capital Advisors LLC | History | Added to | 1,609 | 353 | 0.02% | 0.02% | 1952 | +98 | 6.49% | Q4 2025 | Feb 12, 2026 |
| HMS Capital Management, LLC | History | Reduced | 1,607 | 353 | 0.15% | 0.15% | 1953 | -16 | -0.99% | Q4 2025 | Jan 16, 2026 |
| Weaver Capital Management LLC | History | No change | 1,609 | 353 | 0.07% | 0.08% | 1951 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Fort Point Capital Partners LLC | History | No change | 1,565 | 352 | 0.04% | 0.04% | 1955 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MAD RIVER INVESTORS | History | Reduced | 1,600 | 351 | 0.16% | 0.24% | 1957 | -1,000 | -38.46% | Q4 2025 | Feb 06, 2026 |
| Murphy Pohlad Asset Management LLC | History | Added to | 1,598 | 351 | 0.13% | 0.13% | 1958 | +100 | 6.68% | Q4 2025 | Feb 09, 2026 |
| PENNINGTON PARTNERS & CO., LLC | History | Added to | 1,601 | 351 | 0.14% | 0.16% | 1959 | +1 | 0.06% | Q4 2025 | Feb 17, 2026 |
| LANDAAS & CO /WI /ADV | History | No change | 1,598 | 351 | 0.08% | 0.08% | 1956 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| MEANS INVESTMENT CO., INC. | History | Added to | 1,597 | 350 | 0.03% | 0.03% | 1960 | +8 | 0.5% | Q4 2025 | Jan 26, 2026 |
| SpringVest Wealth Management LLC | History | Reduced | 1,593 | 350 | 0.24% | 0.25% | 1961 | -7 | -0.44% | Q4 2025 | Jan 23, 2026 |
| Williams & Novak, LLC | History | Reduced | 1,584 | 348 | 0.26% | 0.27% | 1964 | -50 | -3.06% | Q4 2025 | Feb 05, 2026 |
| Seelaus Asset Management LLC | History | Added to | 1,586 | 348 | 0.28% | 0.27% | 1963 | +11 | 0.7% | Q4 2025 | Feb 04, 2026 |
| Oakworth Capital, Inc. | History | Added to | 1,587 | 348 | 0.02% | 0.02% | 1962 | +7 | 0.44% | Q4 2025 | Jan 30, 2026 |
| Lodestone Wealth Management LLC | History | Reduced | 1,583 | 347 | 0.14% | 0.16% | 1965 | -50 | -3.06% | Q4 2025 | Jan 15, 2026 |
| Wealth Science Advisors LLC | History | New | 1,578 | 346 | 0.2% | — | 1967 | +1,578 | New | Q4 2025 | Jan 28, 2026 |
| KTF INVESTMENTS, LLC | History | New | 1,575 | 346 | 0.06% | — | 1968 | +1,575 | New | Q4 2025 | Jan 30, 2026 |
| Weitzel Financial Services, Inc. | History | Added to | 1,572 | 346 | 0.13% | 0.14% | 1966 | +8 | 0.51% | Q4 2025 | Feb 03, 2026 |
| CONTINUUM WEALTH ADVISORS, LLC | History | Reduced | 1,574 | 345 | 0.13% | 0.18% | 1969 | -408 | -20.59% | Q4 2025 | Feb 04, 2026 |
| Wealth Management Associates, Inc. | History | Added to | 1,569 | 344 | 0.12% | 0.12% | 1971 | +1 | 0.06% | Q4 2025 | Jan 20, 2026 |
| TruNorth Capital Management, LLC | History | No change | 1,567 | 344 | 0.07% | 0.07% | 1970 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Caitlin John, LLC | History | Reduced | 1,564 | 343 | 0.22% | 0.24% | 1972 | -24 | -1.51% | Q4 2025 | Feb 18, 2026 |
| Pioneer Wealth Management Group | History | Reduced | 1,560 | 342 | 0.1% | 0.12% | 1974 | -192 | -10.96% | Q4 2025 | Jan 12, 2026 |
| Procyon Advisors, LLC | History | Reduced | 1,559 | 342 | 0.02% | 0.02% | 1973 | -31 | -1.95% | Q4 2025 | Jan 07, 2026 |
| TritonPoint Partners, LLC | History | New | 1,556 | 341 | 0.18% | — | 1975 | +1,556 | New | Q4 2025 | Feb 13, 2026 |
| Fragasso Financial Advisors Inc | History | Added to | 1,548 | 340 | 0.02% | 0.02% | 1977 | +43 | 2.86% | Q4 2025 | Jan 07, 2026 |
| FARMERS TRUST CO | History | No change | 1,550 | 340 | 0.06% | 0.06% | 1976 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| Provident Wealth Management, LLC | History | Added to | 1,543 | 339 | 0.1% | 0.1% | 1978 | +10 | 0.65% | Q4 2025 | Jan 28, 2026 |
| Intrepid Financial Planning Group LLC | History | No change | 1,540 | 338 | 0.13% | 0.13% | 1979 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 1,539 | 338 | 0.28% | 0.34% | 1980 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Hills Bank & Trust Co | History | Reduced | 1,531 | 336 | 0.02% | 0.02% | 1982 | -27 | -1.73% | Q4 2025 | Feb 05, 2026 |
| Main Street Group, LTD | History | Reduced | 1,533 | 336 | 0.12% | 0.1% | 1985 | -11 | -0.71% | Q4 2025 | Jan 26, 2026 |
| WP Advisors, LLC | History | Added to | 1,530 | 336 | 0.08% | 0.08% | 1983 | +4 | 0.26% | Q4 2025 | Jan 28, 2026 |
| Bernardo Wealth Planning LLC | History | Added to | 1,529 | 336 | 0.06% | 0.06% | 1984 | +3 | 0.2% | Q4 2025 | Jan 26, 2026 |
| LEIGH BALDWIN & CO., LLC | History | No change | 1,530 | 336 | 0.22% | 0.19% | 1981 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| FOURPATH CAPITAL MANAGEMENT, LLC | History | Added to | 1,528 | 335 | 0.05% | 0.05% | 1987 | +3 | 0.2% | Q4 2025 | Jan 23, 2026 |
| Aspiring Ventures, LLC | History | No change | 1,528 | 335 | 0.11% | 0.11% | 1986 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Voya Financial Advisors, Inc. | History | New | 1,509 | 334 | 0.03% | — | 1988 | +1,509 | New | Q4 2025 | Feb 13, 2026 |
| Ipswich Investment Management Co., Inc. | History | No change | 1,521 | 334 | 0.08% | 0.08% | 1989 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| LEGACY CAPITAL WEALTH MANAGEMENT, LLC | History | New | 1,519 | 333 | 0.2% | — | 1992 | +1,519 | New | Q4 2025 | Feb 11, 2026 |
| Plancorp, LLC | History | Reduced | 1,518 | 333 | 0.01% | 0.02% | 1991 | -745 | -32.92% | Q4 2025 | Feb 05, 2026 |
| Bouchey Financial Group Ltd | History | Added to | 1,519 | 333 | 0.02% | 0.03% | 1990 | +1 | 0.07% | Q4 2025 | Jan 16, 2026 |
| Bogart Wealth, LLC | History | Reduced | 1,511 | 332 | 0.01% | 0.01% | 1993 | -62 | -3.94% | Q4 2025 | Jan 30, 2026 |
| United Financial Planning Group LLC | History | New | 1,508 | 331 | 0.2% | — | 1995 | +1,508 | New | Q4 2025 | Feb 11, 2026 |
| Cottage Street Advisors LLC | History | Added to | 1,510 | 331 | 0.14% | 0.12% | 1994 | +164 | 12.18% | Q4 2025 | Jan 26, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Reduced | 1,500 | 330 | 0.0% | 0.0% | 1996 | -428 | -22.2% | Q4 2025 | Feb 17, 2026 |
| Wrenne Financial Planning LLC | History | Added to | 1,499 | 329 | 0.13% | 0.13% | 1999 | +94 | 6.69% | Q4 2025 | Feb 10, 2026 |
| RIVERSEDGE ADVISORS, LLC | History | Added to | 1,498 | 329 | 0.05% | 0.05% | 1998 | +4 | 0.27% | Q4 2025 | Jan 07, 2026 |
| BBR PARTNERS, LLC | History | No change | 1,501 | 329 | 0.02% | 0.02% | 1997 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Grantvest Financial Group LLC | History | Reduced | 1,493 | 328 | 0.21% | 0.25% | 2001 | -220 | -12.84% | Q4 2025 | Feb 02, 2026 |