VANGUARD SPECIALIZED FUNDS - VNQ
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.
Details.
Full rows mode is enabled.
Back to fast mode.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Empower Advisory Group, LLC | History | Added to | 16,150,941 | 1,429,196 | 3.86% | 3.81% | 1 | +1,134,581 | 7.56% | Q4 2025 | Feb 12, 2026 |
| Creative Planning | History | Reduced | 12,870,569 | 1,138,916 | 0.82% | 0.93% | 2 | -388,155 | -2.93% | Q4 2025 | Feb 17, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 11,994,193 | 1,061,366 | 0.67% | 0.67% | 3 | +1,033,999 | 9.43% | Q4 2025 | Feb 10, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 10,328,207 | 913,943 | 0.07% | 0.06% | 4 | +207,276 | 2.05% | Q4 2025 | Feb 17, 2026 |
| Wealthfront Advisers LLC | History | Added to | 10,039,327 | 888,380 | 1.99% | 2.01% | 5 | +695,474 | 7.44% | Q4 2025 | Jan 30, 2026 |
| MORGAN STANLEY | History | Added to | 9,890,313 | 875,194 | 0.05% | 0.05% | 6 | +111,978 | 1.15% | Q4 2025 | Feb 13, 2026 |
| State of New Jersey Common Pension Fund D | History | No change | 8,598,869 | 760,913 | 2.75% | 2.89% | 7 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 8,113,376 | 717,952 | 0.05% | 0.05% | 8 | -421,759 | -4.94% | Q4 2025 | Feb 11, 2026 |
| US BANCORP \DE\ | History | Reduced | 5,128,192 | 453,793 | 0.53% | 0.56% | 9 | -48,114 | -0.93% | Q4 2025 | Jan 30, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 4,852,876 | 432,973 | 0.52% | 0.51% | 10 | +172,651 | 3.69% | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 4,205,539 | 372,148 | 0.07% | 0.08% | 11 | -116,730 | -2.7% | Q4 2025 | Feb 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | New | 3,573,400 | 316,210 | 0.45% | — | 12 | +3,573,400 | New | Q4 2025 | Feb 17, 2026 |
| Financial Engines Advisors L.L.C. | History | Added to | 3,370,746 | 298,277 | 0.57% | 0.58% | 13 | +53,115 | 1.6% | Q4 2025 | Feb 12, 2026 |
| Bank of New York Mellon Corp | History | Added to | 2,695,086 | 238,488 | 0.04% | 0.04% | 14 | +14,957 | 0.56% | Q4 2025 | Feb 10, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 2,542,082 | 224,948 | 0.03% | 0.03% | 15 | -344,135 | -11.92% | Q4 2025 | Mar 25, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 2,273,759 | 206,457 | 0.66% | 0.73% | 16 | -128,064 | -5.33% | Q4 2025 | Feb 18, 2026 |
| LPL Financial LLC | History | Reduced | 2,207,178 | 195,313 | 0.05% | 0.06% | 17 | -33,096 | -1.48% | Q4 2025 | Feb 11, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 2,114,060 | 187,073 | 34.01% | 2.89% | 18 | +128,843 | 6.49% | Q4 2025 | Mar 04, 2026 |
| Cetera Investment Advisers | History | Added to | 2,084,736 | 184,478 | 0.2% | 0.22% | 19 | +48,809 | 2.4% | Q4 2025 | Feb 17, 2026 |
| Mariner, LLC | History | Reduced | 1,986,060 | 175,750 | 0.21% | 0.24% | 20 | -5,378 | -0.27% | Q4 2025 | Feb 13, 2026 |
| Sand Hill Global Advisors, LLC | History | Added to | 1,663,150 | 147,172 | 5.14% | 5.22% | 21 | +39,960 | 2.46% | Q4 2025 | Feb 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 1,657,240 | 146,649 | 0.04% | 0.06% | 22 | -522,283 | -23.96% | Q4 2025 | Feb 10, 2026 |
| ROYAL BANK OF CANADA | History | New | 1,548,730 | 137,046 | 0.02% | — | 23 | +1,548,730 | New | Q4 2025 | Feb 17, 2026 |
| Ballentine Partners, LLC | History | Added to | 1,506,199 | 133,283 | 1.87% | 1.86% | 24 | +38,803 | 2.64% | Q4 2025 | Feb 03, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 1,503,310 | 133,027 | 0.42% | 0.45% | 25 | -22,824 | -1.5% | Q4 2025 | Feb 02, 2026 |
| UBS Group AG | History | Reduced | 1,492,077 | 132,033 | 0.02% | 0.03% | 26 | -506,553 | -25.35% | Q4 2025 | Jan 29, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,478,811 | 130,860 | 0.04% | 0.04% | 27 | +75,265 | 5.36% | Q4 2025 | Feb 18, 2026 |
| VISTA CAPITAL PARTNERS, INC. | History | Added to | 1,401,156 | 123,988 | 12.24% | 12.13% | 28 | +97,127 | 7.45% | Q4 2025 | Feb 02, 2026 |
| Gibson Capital, LLC | History | Added to | 1,320,172 | 116,822 | 21.43% | 21.01% | 29 | +74,468 | 5.98% | Q4 2025 | Feb 05, 2026 |
| Millburn Ridgefield LLC /DE/ | History | No change | 1,174,363 | 103,919 | 2.48% | 2.56% | 30 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Catalyst Capital Advisors LLC | History | No change | 1,174,363 | 103,919 | 2.13% | 2.16% | 31 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Corient Private Wealth LLC | History | Added to | 1,110,261 | 98,784 | 0.13% | 0.15% | 32 | +95,072 | 9.36% | Q4 2025 | Mar 09, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 1,046,044 | 92,564 | 0.05% | 0.07% | 33 | -149,902 | -12.53% | Q4 2025 | Feb 06, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 918,183 | 81,250 | 0.01% | 0.01% | 34 | +91,417 | 11.06% | Q4 2025 | Feb 17, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 917,799 | 81,216 | 0.07% | — | 35 | +917,799 | New | Q4 2025 | Feb 13, 2026 |
| ASSETMARK, INC | History | Added to | 861,933 | 76,272 | 0.16% | 0.16% | 36 | +26,059 | 3.12% | Q4 2025 | Jan 23, 2026 |
| CITIGROUP INC | History | Added to | 860,210 | 76,119 | 0.03% | 0.03% | 37 | +100,980 | 13.3% | Q4 2025 | Feb 13, 2026 |
| Vanderbilt University | History | Added to | 856,425 | 75,785 | 12.94% | 12.88% | 38 | +7,715 | 0.91% | Q4 2025 | Jan 21, 2026 |
| GLENMEDE TRUST CO NA | History | New | 855,932 | 75,741 | 0.36% | — | 39 | +855,932 | New | Q4 2025 | Feb 17, 2026 |
| Seven Post Investment Office LP | History | Added to | 841,036 | 74,423 | 26.61% | 27.43% | 40 | +7,850 | 0.94% | Q4 2025 | Jan 29, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | Reduced | 800,000 | 70,792 | 0.12% | 0.14% | 41 | -50,000 | -5.88% | Q4 2025 | Feb 13, 2026 |
| Beacon Capital Management, Inc. | History | Reduced | 779,768 | 69,001 | 3.69% | 3.81% | 42 | -93,885 | -10.75% | Q4 2025 | Feb 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 755,682 | 66,873 | 0.02% | 0.02% | 43 | -16,089 | -2.08% | Q4 2025 | Feb 17, 2026 |
| HighTower Advisors, LLC | History | Reduced | 723,048 | 63,982 | 0.07% | 0.08% | 44 | -22,637 | -3.04% | Q4 2025 | Feb 06, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 708,773 | 62,719 | 1.4% | 0.81% | 45 | +336,188 | 90.23% | Q4 2025 | Jan 27, 2026 |
| Pathstone Holdings, LLC | History | New | 690,220 | 61,077 | 0.24% | — | 46 | +690,220 | New | Q4 2025 | Feb 13, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 688,621 | 60,935 | 0.05% | 0.06% | 47 | +9,399 | 1.38% | Q4 2025 | Feb 13, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 679,714 | 60,147 | 0.36% | 0.49% | 48 | -68,714 | -9.18% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 658,393 | 58,261 | 0.08% | 0.08% | 49 | -57,798 | -8.07% | Q4 2025 | Feb 12, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 658,360 | 58,258 | 0.89% | 0.74% | 50 | +167,017 | 33.99% | Q4 2025 | Jan 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 655,107 | 57,970 | 0.02% | 0.0% | 51 | +531,220 | 428.79% | Q4 2025 | Feb 12, 2026 |
| Midwest Trust Co | History | Added to | 624,194 | 55,234 | 0.69% | 0.73% | 52 | +11,980 | 1.96% | Q4 2025 | Feb 04, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 620,337 | 54,893 | 0.3% | 0.28% | 53 | +80,594 | 14.93% | Q4 2025 | Feb 12, 2026 |
| Efficient Advisors, LLC | History | Added to | 606,676 | 53,684 | 3.13% | 3.04% | 54 | +17,250 | 2.93% | Q4 2025 | Jan 21, 2026 |
| First Command Advisory Services, Inc. | History | Added to | 601,250 | 53,204 | 0.37% | 0.39% | 55 | +11,167 | 1.89% | Q4 2025 | Feb 11, 2026 |
| Cerity Partners LLC | History | Reduced | 596,195 | 52,757 | 0.08% | 0.09% | 56 | -7,534 | -1.25% | Q4 2025 | Feb 11, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 585,466 | 51,831 | 0.08% | 0.08% | 57 | -65,908 | -10.12% | Q4 2025 | Feb 17, 2026 |
| REBALANCE, LLC | History | Reduced | 573,616 | 50,759 | 2.97% | 3.21% | 58 | -9,149 | -1.57% | Q4 2025 | Jan 15, 2026 |
| SUMITOMO LIFE INSURANCE CO | History | Added to | 549,762 | 48,648 | 1.33% | 1.42% | 59 | +50,991 | 10.22% | Q4 2025 | Feb 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 502,938 | 44,505 | 0.08% | 0.09% | 60 | +17,528 | 3.61% | Q4 2025 | Mar 16, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 497,702 | 44,041 | 0.01% | 0.01% | 61 | -279,022 | -35.92% | Q4 2025 | Feb 17, 2026 |
| Glenview Trust Co | History | Added to | 493,799 | 43,696 | 0.67% | 0.7% | 62 | +9,424 | 1.95% | Q4 2025 | Feb 09, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 482,194 | 42,669 | 0.57% | 0.62% | 63 | -16,634 | -3.33% | Q4 2025 | Jan 30, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Added to | 472,134 | 41,779 | 0.53% | 0.52% | 64 | +34,241 | 7.82% | Q4 2025 | Feb 10, 2026 |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | History | Added to | 454,327 | 40,203 | 2.07% | 2.11% | 65 | +19 | 0.0% | Q4 2025 | Jan 27, 2026 |
| SCS Capital Management LLC | History | Added to | 446,251 | 39,488 | 0.42% | 0.43% | 66 | +18,185 | 4.25% | Q4 2025 | Feb 10, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 436,406 | 38,617 | 0.29% | 0.32% | 67 | -5,509 | -1.25% | Q4 2025 | Feb 12, 2026 |
| Passive Capital Management, LLC. | History | Reduced | 433,672 | 38,375 | 12.0% | 12.94% | 68 | -228 | -0.05% | Q4 2025 | Feb 05, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 429,304 | 37,989 | 0.68% | 0.74% | 69 | +27,063 | 6.73% | Q4 2025 | Jan 16, 2026 |
| M&T BANK CORP | History | Added to | 426,207 | 37,714 | 0.12% | 0.13% | 70 | +18,584 | 4.56% | Q4 2025 | Jan 30, 2026 |
| Chandler Asset Management, Inc. | History | Added to | 418,418 | 37,025 | 5.86% | 5.96% | 71 | +20,970 | 5.28% | Q4 2025 | Feb 13, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 412,316 | 36,486 | 0.02% | 0.01% | 72 | +144,315 | 53.85% | Q4 2025 | Feb 02, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 405,308 | 35,756 | 0.05% | 0.06% | 73 | +262 | 0.06% | Q4 2025 | Feb 18, 2026 |
| Falcon Wealth Planning | History | Added to | 399,028 | 35,310 | 2.97% | 3.07% | 74 | +26,115 | 7.0% | Q4 2025 | Feb 03, 2026 |
| Baird Financial Group, Inc. | History | Added to | 390,977 | 34,597 | 0.05% | 0.06% | 75 | +14,280 | 3.79% | Q4 2025 | Feb 13, 2026 |
| PGIM Custom Harvest LLC | History | Added to | 385,146 | 34,081 | 0.5% | 0.38% | 76 | +106,796 | 38.37% | Q4 2025 | Feb 17, 2026 |
| Focus Partners Wealth | History | Added to | 383,726 | 33,957 | 0.04% | 0.05% | 77 | +54,890 | 16.69% | Q4 2025 | Feb 13, 2026 |
| Garde Capital, Inc. | History | Added to | 373,549 | 33,055 | 1.96% | 1.59% | 78 | +15,569 | 4.35% | Q4 2025 | Feb 10, 2026 |
| Jefferies Financial Group Inc. | History | Added to | 359,757 | 31,834 | 0.16% | 0.0% | 79 | +357,500 | 15839.61% | Q4 2025 | Feb 09, 2026 |
| COHEN & STEERS, INC. | History | Added to | 351,614 | 31,168 | 0.06% | 0.01% | 80 | +283,201 | 413.96% | Q4 2025 | Feb 13, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 349,943 | 30,966 | 0.38% | 0.41% | 81 | -9,997 | -2.78% | Q4 2025 | Jan 21, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 346,678 | 30,677 | 0.17% | 0.21% | 82 | -38,143 | -9.91% | Q4 2025 | Feb 03, 2026 |
| Comprehensive Financial Management LLC | History | No change | 328,338 | 29,054 | 0.88% | 0.83% | 83 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SEI INVESTMENTS CO | History | Added to | 322,411 | 28,530 | 0.03% | 0.03% | 84 | +63,050 | 24.31% | Q4 2025 | Feb 13, 2026 |
| Nuveen, LLC | History | Added to | 320,298 | 28,343 | 0.01% | 0.01% | 85 | +60,937 | 23.5% | Q4 2025 | Feb 12, 2026 |
| Conservest Capital Advisors, Inc. | History | Reduced | 315,791 | 27,944 | 2.52% | 2.73% | 86 | -6,507 | -2.02% | Q4 2025 | Feb 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 311,655 | 27,578 | 0.07% | 0.07% | 87 | +39,380 | 14.46% | Q4 2025 | Feb 05, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 305,842 | 27,063 | 0.7% | 0.74% | 88 | -10,398 | -3.29% | Q4 2025 | Jan 07, 2026 |
| FIRST FINANCIAL BANKSHARES INC | History | Added to | 304,772 | 26,969 | 0.54% | 0.41% | 89 | +88,673 | 41.03% | Q4 2025 | Feb 12, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | Reduced | 297,141 | 26,294 | 0.75% | 0.85% | 90 | -22,544 | -7.05% | Q4 2025 | Feb 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 289,464 | 25,883 | 0.04% | 0.04% | 91 | +2,992 | 1.04% | Q4 2025 | Jan 08, 2026 |
| HHM Wealth Advisors, LLC | History | Reduced | 288,893 | 25,564 | 3.01% | 3.23% | 92 | -16,098 | -5.28% | Q4 2025 | Jan 22, 2026 |
| FOSTER & MOTLEY INC | History | Added to | 287,636 | 25,453 | 1.36% | 1.34% | 93 | +15,284 | 5.61% | Q4 2025 | Jan 15, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 273,445 | 24,197 | 0.17% | 0.09% | 94 | +160,169 | 141.4% | Q4 2025 | Feb 18, 2026 |
| COMMON FUND FOR NONPROFIT ORGANIZATIONS | History | Added to | 271,334 | 24,010 | 1.95% | 0.49% | 95 | +209,268 | 337.17% | Q4 2025 | Feb 17, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 270,663 | 23,950 | 0.05% | 0.05% | 96 | +21,597 | 8.67% | Q4 2025 | Feb 17, 2026 |
| PRESILIUM PRIVATE WEALTH, LLC | History | Added to | 267,055 | 23,631 | 4.32% | 4.26% | 97 | +21,418 | 8.72% | Q4 2025 | Jan 13, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Added to | 268,176 | 23,512 | 2.1% | 2.34% | 98 | +18,626 | 7.46% | Q4 2025 | Jan 30, 2026 |
| MAI Capital Management | History | Added to | 261,910 | 23,176 | 0.13% | 0.14% | 99 | +17,678 | 7.24% | Q4 2025 | Feb 13, 2026 |
| FMR LLC | History | Reduced | 261,078 | 23,102 | 0.0% | 0.0% | 100 | -7,183 | -2.68% | Q4 2025 | Feb 17, 2026 |
| DecisionPoint Financial, LLC | History | Added to | 260,291 | 23,033 | 5.07% | 5.01% | 101 | +25,743 | 10.98% | Q4 2025 | Jan 29, 2026 |
| Whelan Financial | History | Added to | 259,514 | 22,964 | 7.17% | 7.51% | 102 | +364 | 0.14% | Q4 2025 | Feb 02, 2026 |
| SAGE FINANCIAL GROUP INC | History | Added to | 259,358 | 22,950 | 1.52% | 1.48% | 103 | +21,404 | 9.0% | Q4 2025 | Jan 27, 2026 |
| STATE STREET CORP | History | Reduced | 258,371 | 22,863 | 0.0% | 0.0% | 104 | -104,452 | -28.79% | Q4 2025 | Feb 13, 2026 |
| KWMG, LLC | History | Reduced | 257,017 | 22,743 | 1.96% | 2.41% | 105 | -43,339 | -14.43% | Q4 2025 | Jan 16, 2026 |
| COMMUNITY TRUST & INVESTMENT CO | History | Reduced | 256,930 | 22,735 | 1.2% | 1.29% | 106 | -5,476 | -2.09% | Q4 2025 | Jan 09, 2026 |
| Neuberger Berman Group LLC | History | Added to | 252,674 | 22,359 | 0.02% | 0.02% | 107 | +19,237 | 8.24% | Q4 2025 | Feb 13, 2026 |
| JMG Financial Group, Ltd. | History | Added to | 247,483 | 21,899 | 0.62% | 0.64% | 108 | +471 | 0.19% | Q4 2025 | Feb 10, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Added to | 243,968 | 21,588 | 1.37% | 1.39% | 109 | +10,318 | 4.42% | Q4 2025 | Jan 23, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 238,520 | 21,106 | 0.17% | 0.23% | 110 | -239,620 | -50.12% | Q4 2025 | Feb 13, 2026 |
| Trilogy Capital Inc. | History | Added to | 235,353 | 20,826 | 0.93% | 0.7% | 111 | +69,881 | 42.23% | Q4 2025 | Jan 22, 2026 |
| Rodgers & Associates, LTD | History | Added to | 233,219 | 20,637 | 2.09% | 2.11% | 112 | +9,833 | 4.4% | Q4 2025 | Jan 22, 2026 |
| McIlrath & Eck, LLC | History | Added to | 232,840 | 20,603 | 1.91% | 2.09% | 113 | +11,859 | 5.37% | Q4 2025 | Feb 03, 2026 |
| MOLLER WEALTH PARTNERS | History | Added to | 227,292 | 20,113 | 4.21% | 4.19% | 114 | +7,727 | 3.52% | Q4 2025 | Jan 08, 2026 |
| Roble, Belko & Company, Inc | History | Added to | 227,248 | 20,109 | 2.64% | 2.67% | 115 | +11,452 | 5.31% | Q4 2025 | Jan 12, 2026 |
| Austin Asset Management Co Inc | History | Added to | 221,295 | 19,582 | 3.22% | 3.6% | 116 | +5,534 | 2.56% | Q4 2025 | Feb 04, 2026 |
| GenTrust, LLC | History | Added to | 218,546 | 19,339 | 0.83% | 0.55% | 117 | +86,414 | 65.4% | Q4 2025 | Feb 02, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | Added to | 216,398 | 19,149 | 0.66% | 0.24% | 118 | +136,930 | 172.31% | Q4 2025 | Feb 12, 2026 |
| TECTONIC ADVISORS LLC | History | Added to | 215,313 | 19,053 | 1.0% | 0.92% | 119 | +31,224 | 16.96% | Q4 2025 | Jan 23, 2026 |
| Fairfield University | History | Added to | 213,478 | 18,890 | 9.51% | 9.58% | 120 | +1,912 | 0.9% | Q4 2025 | Feb 12, 2026 |
| Johnson Financial Group, LLC | History | Added to | 211,364 | 18,703 | 1.16% | 1.11% | 121 | +78,189 | 58.71% | Q4 2025 | Feb 10, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 208,267 | 18,429 | 0.45% | 0.42% | 122 | +17,897 | 9.4% | Q4 2025 | Feb 13, 2026 |
| B & T Capital Management DBA Alpha Capital Management | History | Added to | 205,005 | 18,140 | 2.56% | 2.96% | 123 | +575 | 0.28% | Q4 2025 | Feb 13, 2026 |
| DEFINE FINANCIAL, LLC | History | Added to | 204,498 | 18,095 | 10.26% | 10.35% | 124 | +15,892 | 8.43% | Q4 2025 | Jan 13, 2026 |
| SWAN Capital LLC | History | Added to | 200,514 | 17,743 | 6.9% | 6.79% | 125 | +17,352 | 9.47% | Q4 2025 | Feb 12, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 199,882 | 17,687 | 0.02% | 0.02% | 126 | +66,772 | 50.16% | Q4 2025 | Feb 02, 2026 |
| Wrenne Financial Planning LLC | History | Added to | 199,732 | 17,674 | 7.19% | 7.18% | 127 | +16,069 | 8.75% | Q4 2025 | Feb 10, 2026 |
| COMERICA BANK | History | Reduced | 198,720 | 17,584 | 0.07% | 0.1% | 128 | -91,689 | -31.57% | Q4 2025 | Jan 29, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 196,700 | 17,405 | 0.0% | 0.0% | 129 | -79,104 | -28.68% | Q4 2025 | Feb 12, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 195,728 | 17,319 | 0.65% | 0.08% | 130 | +182,754 | 1408.62% | Q4 2025 | Feb 04, 2026 |
| SACHEM HILL LLC | History | Added to | 192,461 | 17,030 | 3.31% | 3.35% | 131 | +9,115 | 4.97% | Q4 2025 | Feb 12, 2026 |
| CYPRESS FINANCIAL PLANNING LLC | History | Reduced | 190,871 | 17,029 | 4.7% | 7.22% | 132 | -68,140 | -26.31% | Q4 2025 | Jan 14, 2026 |
| Omega Financial Group, LLC | History | Reduced | 190,512 | 16,858 | 5.55% | 7.59% | 133 | -60,429 | -24.08% | Q4 2025 | Jan 28, 2026 |
| TCV Trust & Wealth Management, Inc. | History | Added to | 188,493 | 16,679 | 1.35% | 1.39% | 134 | +6,771 | 3.73% | Q4 2025 | Jan 23, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 184,811 | 16,353 | 0.01% | 0.05% | 135 | -692,723 | -78.94% | Q4 2025 | Feb 17, 2026 |
| Pacific Center for Financial Services | History | No change | 176,087 | 16,097 | 4.11% | 4.11% | 136 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Rockwood Wealth Management, LLC | History | Reduced | 179,054 | 15,844 | 1.18% | 1.33% | 137 | -3,382 | -1.85% | Q4 2025 | Jan 29, 2026 |
| Strategic Wealth Investment Group, LLC | History | Reduced | 177,670 | 15,721 | 1.93% | 1.77% | 138 | -52,674 | -22.87% | Q4 2025 | Feb 11, 2026 |
| Firestone Capital Management | History | Added to | 177,243 | 15,684 | 3.33% | 3.46% | 139 | +2,265 | 1.29% | Q4 2025 | Feb 09, 2026 |
| TOBIAS FINANCIAL ADVISORS, INC. | History | New | 175,612 | 15,539 | 2.2% | — | 140 | +175,612 | New | Q4 2025 | Feb 13, 2026 |
| CAMBRIDGE CAPITAL MANAGEMENT, LLC | History | Added to | 175,394 | 15,520 | 6.97% | 7.34% | 141 | +7,969 | 4.76% | Q4 2025 | Jan 28, 2026 |
| GOULD ASSET MANAGEMENT LLC /CA/ | History | Added to | 174,332 | 15,426 | 2.73% | 2.74% | 142 | +12,670 | 7.84% | Q4 2025 | Feb 17, 2026 |
| Pacific Capital Wealth Advisors, Inc. | History | Reduced | 173,384 | 15,342 | 2.63% | 2.84% | 143 | -6,311 | -3.51% | Q4 2025 | Jan 26, 2026 |
| Daiwa Securities Group Inc. | History | Added to | 172,020 | 15,222 | 0.05% | 0.03% | 144 | +71,720 | 71.51% | Q4 2025 | Feb 11, 2026 |
| LRI Investments, LLC | History | Added to | 168,257 | 14,889 | 1.2% | 1.14% | 145 | +15,477 | 10.13% | Q4 2025 | Feb 04, 2026 |
| West Financial Advisors, LLC | History | Added to | 168,126 | 14,877 | 2.51% | 2.48% | 146 | +4,223 | 2.58% | Q4 2025 | Jan 13, 2026 |
| Private Wealth Asset Management, LLC | History | Reduced | 163,244 | 14,445 | 1.57% | 1.79% | 147 | -2,800 | -1.69% | Q4 2025 | Feb 10, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 162,166 | 14,350 | 0.18% | 0.26% | 148 | -60,362 | -27.13% | Q4 2025 | Jan 26, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 161,805 | 14,318 | 0.03% | 0.03% | 149 | +20,530 | 14.53% | Q4 2025 | Feb 13, 2026 |
| Lido Advisors, LLC | History | Reduced | 156,007 | 14,189 | 0.04% | 0.04% | 150 | -1,132 | -0.72% | Q4 2025 | Feb 10, 2026 |
| Fort Henry Capital, LLC | History | Added to | 159,603 | 14,123 | 8.65% | 8.62% | 151 | +11,120 | 7.49% | Q4 2025 | Jan 23, 2026 |
| GREENWOOD GEARHART INC | History | Added to | 159,589 | 14,122 | 0.78% | 0.81% | 152 | +5,930 | 3.86% | Q4 2025 | Feb 04, 2026 |
| AWM CAPITAL, LLC | History | Reduced | 156,829 | 13,877 | 1.26% | 1.38% | 153 | -9,200 | -5.54% | Q4 2025 | Feb 17, 2026 |
| COMMERCE BANK | History | Added to | 156,747 | 13,870 | 0.08% | 0.08% | 154 | +3,465 | 2.26% | Q4 2025 | Feb 13, 2026 |
| Partners in Financial Planning | History | Added to | 155,736 | 13,781 | 2.33% | 2.46% | 155 | +348 | 0.22% | Q4 2025 | Feb 02, 2026 |
| BLUESTEM FINANCIAL ADVISORS, LLC | History | Added to | 155,732 | 13,780 | 5.32% | 5.57% | 156 | +153 | 0.1% | Q4 2025 | Jan 21, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 152,933 | 13,533 | 0.33% | 0.37% | 157 | -3,993 | -2.54% | Q4 2025 | Jan 29, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 152,439 | 13,489 | 0.41% | 0.42% | 158 | +2,121 | 1.41% | Q4 2025 | Feb 11, 2026 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | History | Added to | 151,524 | 13,408 | 0.21% | 0.16% | 159 | +56,991 | 60.29% | Q4 2025 | Feb 17, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Reduced | 151,300 | 13,388 | 0.04% | 0.04% | 160 | -28,800 | -15.99% | Q4 2025 | Feb 17, 2026 |
| Allodium Investment Consultants, LLC | History | Added to | 147,991 | 13,095 | 6.64% | 6.61% | 161 | +19,969 | 15.6% | Q4 2025 | Jan 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 146,239 | 12,940 | 0.0% | 0.0% | 162 | +4,366 | 3.08% | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | Added to | 145,426 | 12,869 | 0.03% | 0.02% | 163 | +61,633 | 73.55% | Q4 2025 | Jan 26, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 144,980 | 12,829 | 0.15% | 0.1% | 164 | +49,016 | 51.08% | Q4 2025 | Jan 20, 2026 |
| BROWN ADVISORY INC | History | Reduced | 144,095 | 12,750 | 0.02% | 0.02% | 165 | -9,436 | -6.15% | Q4 2025 | Feb 13, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 143,698 | 12,715 | 0.03% | 0.03% | 166 | -3,007 | -2.05% | Q4 2025 | Feb 11, 2026 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | History | Added to | 143,402 | 12,689 | 0.47% | 0.52% | 167 | +1,616 | 1.14% | Q4 2025 | Feb 13, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Reduced | 142,065 | 12,571 | 0.01% | 0.01% | 168 | -17,742 | -11.1% | Q4 2025 | Jan 23, 2026 |
| Grove Bank & Trust | History | Added to | 140,802 | 12,459 | 1.4% | 1.43% | 169 | +6,891 | 5.15% | Q4 2025 | Jan 08, 2026 |
| Financial Advisory Corp | History | Added to | 140,366 | 12,421 | 1.81% | 1.87% | 170 | +1,543 | 1.11% | Q4 2025 | Jan 27, 2026 |
| BCR Wealth Strategies, LLC | History | Added to | 139,206 | 12,318 | 4.08% | 4.22% | 171 | +7,860 | 5.98% | Q4 2025 | Jan 23, 2026 |
| BARD ASSOCIATES INC | History | Added to | 138,935 | 12,294 | 3.16% | 1.66% | 172 | +70,456 | 102.89% | Q4 2025 | Feb 13, 2026 |
| EVOKE WEALTH, LLC | History | Added to | 138,211 | 12,230 | 0.23% | 0.17% | 173 | +44,687 | 47.78% | Q4 2025 | Feb 06, 2026 |
| Somnio Financial Group, LLC | History | Added to | 137,089 | 12,131 | 8.02% | 8.05% | 174 | +7,145 | 5.5% | Q4 2025 | Jan 08, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 134,460 | 11,898 | 0.03% | 0.04% | 175 | -12,044 | -8.22% | Q4 2025 | Feb 17, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Added to | 134,176 | 11,873 | 0.38% | 0.39% | 176 | +1,598 | 1.21% | Q4 2025 | Jan 30, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 134,161 | 11,871 | 0.13% | 0.19% | 177 | -1,281 | -0.95% | Q4 2025 | Jan 23, 2026 |
| Hurlow Wealth Management Group, Inc. | History | Reduced | 133,952 | 11,853 | 2.9% | 3.28% | 178 | -4,528 | -3.27% | Q4 2025 | Feb 17, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 133,498 | 11,813 | 0.01% | 0.01% | 179 | +6,305 | 4.96% | Q4 2025 | Feb 13, 2026 |
| New Hampshire Trust | History | Reduced | 132,871 | 11,757 | 2.29% | 2.35% | 180 | -544 | -0.41% | Q4 2025 | Jan 29, 2026 |
| Navalign, LLC | History | Added to | 132,823 | 11,753 | 2.88% | 2.98% | 181 | +9,339 | 7.56% | Q4 2025 | Feb 05, 2026 |
| Plancorp, LLC | History | Added to | 132,425 | 11,718 | 0.35% | 0.36% | 182 | +6,389 | 5.07% | Q4 2025 | Feb 05, 2026 |
| Cordant, Inc. | History | Added to | 131,914 | 11,673 | 4.89% | 5.09% | 183 | +8,482 | 6.87% | Q4 2025 | Jan 12, 2026 |
| BAILARD, INC. | History | Reduced | 130,662 | 11,562 | 0.26% | 0.37% | 184 | -53,401 | -29.01% | Q4 2025 | Feb 04, 2026 |
| Northeast Financial Group, Inc. | History | Added to | 130,366 | 11,540 | 2.61% | 2.73% | 186 | +10,360 | 8.63% | Q4 2025 | Feb 17, 2026 |
| Private Advisor Group, LLC | History | Reduced | 130,422 | 11,540 | 0.05% | 0.06% | 185 | -6,908 | -5.03% | Q4 2025 | Feb 17, 2026 |
| NWAM LLC | History | Reduced | 126,096 | 11,226 | 0.63% | 0.63% | 187 | -1,517 | -1.19% | Q4 2025 | Feb 04, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 126,626 | 11,205 | 0.22% | 0.32% | 188 | -40,585 | -24.27% | Q4 2025 | Jan 14, 2026 |
| Peterson Wealth Advisors, LLC | History | Added to | 125,232 | 11,081 | 1.48% | 1.6% | 189 | +6,650 | 5.61% | Q4 2025 | Jan 09, 2026 |
| VESTOR CAPITAL, LLC | History | Reduced | 165 | 10,967 | 0.76% | 0.73% | 190 | -123,890 | -99.87% | Q4 2025 | Feb 11, 2026 |
| FC Advisory LLC | History | Added to | 122,655 | 10,853 | 3.12% | 3.18% | 191 | +3,908 | 3.29% | Q4 2025 | Jan 13, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Added to | 121,472 | 10,749 | 0.84% | 0.9% | 192 | +92 | 0.08% | Q4 2025 | Jan 23, 2026 |
| Johnson Financial Group, Inc. | History | Reduced | 119,909 | 10,610 | 0.4% | 0.43% | 193 | -4,057 | -3.27% | Q4 2025 | Feb 12, 2026 |
| Asset Management One Co., Ltd. | History | Added to | 118,330 | 10,536 | 0.03% | 0.03% | 194 | +5,720 | 5.08% | Q4 2025 | Jan 27, 2026 |
| BlackRock, Inc. | History | Added to | 118,674 | 10,501 | 0.0% | 0.0% | 195 | +13,524 | 12.86% | Q4 2025 | Feb 12, 2026 |
| Magnolia Wealth Management, LLC | History | Added to | 118,427 | 10,479 | 6.26% | 6.35% | 196 | +6,159 | 5.49% | Q4 2025 | Jan 27, 2026 |
| Adaptive Financial Consulting, LLC | History | Added to | 117,555 | 10,402 | 4.05% | 4.09% | 197 | +5,514 | 4.92% | Q4 2025 | Feb 11, 2026 |
| Horizons Wealth Management | History | Added to | 115,286 | 10,201 | 6.68% | 7.13% | 198 | +854 | 0.75% | Q4 2025 | Jan 05, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 114,556 | 10,137 | 0.01% | 0.03% | 199 | +2,086 | 1.85% | Q4 2025 | Feb 13, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 114,317 | 10,115 | 0.12% | 0.12% | 200 | -3,358 | -2.85% | Q4 2025 | Jan 21, 2026 |
| Riverpoint Wealth Management Holdings, LLC | History | Added to | 114,296 | 10,114 | 2.17% | 2.23% | 201 | +3,419 | 3.08% | Q4 2025 | Feb 10, 2026 |
| Avior Wealth Management, LLC | History | Added to | 113,065 | 9,996 | 0.31% | 0.33% | 202 | +2,372 | 2.14% | Q4 2025 | Jan 06, 2026 |
| Flagstone Financial Management | History | Added to | 112,150 | 9,924 | 2.55% | 2.59% | 203 | +4,667 | 4.34% | Q4 2025 | Feb 09, 2026 |
| NorthRock Partners, LLC | History | Added to | 108,817 | 9,629 | 0.16% | 0.02% | 204 | +96,378 | 774.81% | Q4 2025 | Feb 17, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 108,546 | 9,605 | 0.04% | 0.04% | 205 | +3,537 | 3.37% | Q4 2025 | Feb 13, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Reduced | 108,458 | 9,597 | 0.62% | 0.68% | 206 | -3,960 | -3.52% | Q4 2025 | Jan 26, 2026 |
| Parallel Advisors, LLC | History | Added to | 106,868 | 9,456 | 0.17% | 0.18% | 207 | +2,207 | 2.11% | Q4 2025 | Feb 11, 2026 |
| Man Group plc | History | Reduced | 105,094 | 9,299 | 0.02% | 0.02% | 208 | -2,908 | -2.69% | Q4 2025 | Feb 17, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 104,640 | 9,257 | 0.03% | 0.02% | 209 | +52,545 | 100.86% | Q4 2025 | Feb 06, 2026 |
| Checchi Capital Advisers, LLC | History | Added to | 104,399 | 9,238 | 0.47% | 0.49% | 210 | +1,503 | 1.46% | Q4 2025 | Jan 27, 2026 |
| JDM Financial Group LLC | History | Added to | 132,920 | 9,222 | 3.58% | 4.97% | 211 | +1,543 | 1.17% | Q4 2025 | Feb 02, 2026 |
| Archvest Wealth Advisors, Inc. | History | Added to | 103,951 | 9,198 | 5.87% | 8.16% | 212 | +3,201 | 3.18% | Q4 2025 | Feb 13, 2026 |
| ATMOS ADVISORY, LLC | History | Added to | 103,634 | 9,170 | 5.31% | 5.35% | 213 | +7,531 | 7.84% | Q4 2025 | Jan 21, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Reduced | 103,120 | 9,125 | 0.75% | 0.72% | 214 | -184 | -0.18% | Q4 2025 | Feb 17, 2026 |
| Bear Mountain Capital, Inc. | History | Added to | 99,490 | 9,103 | 2.94% | 3.06% | 215 | +109 | 0.11% | Q4 2025 | Jan 22, 2026 |
| Krilogy Financial LLC | History | Added to | 100,594 | 9,095 | 0.31% | 0.31% | 216 | +8,267 | 8.95% | Q4 2025 | Jan 27, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 102,255 | 9,048 | 0.0% | 0.0% | 217 | -18,369 | -15.23% | Q4 2025 | Feb 17, 2026 |
| Ted Buchan & Co | History | Added to | 102,132 | 9,037 | 3.32% | 3.45% | 218 | +5,914 | 6.15% | Q4 2025 | Feb 11, 2026 |
| Ancora Advisors LLC | History | Added to | 102,019 | 9,027 | 0.19% | 0.18% | 219 | +718 | 0.71% | Q4 2025 | Feb 17, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 101,781 | 9,006 | 0.05% | 0.06% | 220 | +1,425 | 1.42% | Q4 2025 | Feb 09, 2026 |
| ACT WEALTH MANAGEMENT, LLC | History | New | 100,239 | 8,870 | 2.9% | — | 221 | +100,239 | New | Q4 2025 | Jan 15, 2026 |
| Keudell/Morrison Wealth Management | History | New | 100,090 | 8,856 | 1.86% | — | 222 | +100,090 | New | Q4 2025 | Feb 06, 2026 |
| Hudson Bay Capital Management LP | History | Reduced | 100,000 | 8,849 | 0.03% | 0.09% | 223 | -200,000 | -66.67% | Q4 2025 | Feb 13, 2026 |
| GROUP ONE TRADING LLC | History | Added to | 99,764 | 8,828 | 0.02% | 0.01% | 224 | +68,566 | 219.78% | Q4 2025 | Feb 12, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 99,002 | 8,760 | 0.0% | 0.01% | 225 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Prairiewood Capital, LLC | History | Added to | 98,900 | 8,751 | 2.72% | 2.65% | 226 | +11,560 | 13.24% | Q4 2025 | Jan 26, 2026 |
| Tide Cove Capital Partners LLC | History | Added to | 94,756 | 8,745 | 6.04% | 6.05% | 227 | +6,585 | 7.47% | Q4 2025 | Feb 10, 2026 |
| PACK Private Wealth, LLC | History | Added to | 98,091 | 8,680 | 3.96% | 4.08% | 228 | +3,354 | 3.54% | Q4 2025 | Feb 17, 2026 |
| Avion Wealth | History | Reduced | 97,860 | 8,659 | 1.82% | 2.83% | 229 | -46,651 | -32.28% | Q4 2025 | Jan 23, 2026 |
| Vertex Investment Solutions Co., Ltd. | History | New | 97,036 | 8,640 | 8.57% | — | 230 | +97,036 | New | Q4 2025 | Feb 05, 2026 |
| NewEdge Advisors, LLC | History | Added to | 97,141 | 8,596 | 0.03% | 0.04% | 231 | +3,050 | 3.24% | Q4 2025 | Feb 18, 2026 |
| Grey Fox Wealth Advisors, LLC | History | Added to | 96,961 | 8,580 | 1.76% | 1.71% | 232 | +5,241 | 5.71% | Q4 2025 | Feb 12, 2026 |
| Elm Partners Management LLC | History | Added to | 96,023 | 8,497 | 0.39% | 0.3% | 233 | +29,780 | 44.96% | Q4 2025 | Feb 10, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 95,937 | 8,489 | 0.12% | 0.12% | 234 | +7,585 | 8.58% | Q4 2025 | Feb 09, 2026 |
| STEPHENS INC /AR/ | History | Added to | 94,565 | 8,368 | 0.1% | 0.1% | 235 | +5,696 | 6.41% | Q4 2025 | Feb 05, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | Reduced | 94,411 | 8,354 | 0.27% | 0.28% | 236 | -554 | -0.58% | Q4 2025 | Feb 13, 2026 |
| Industrial Alliance Investment Management Inc. | History | No change | 94,190 | 8,335 | 4.73% | 5.2% | 237 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Connecticut Wealth Management, LLC | History | Reduced | 93,589 | 8,281 | 0.36% | 0.4% | 238 | -4,017 | -4.12% | Q4 2025 | Feb 12, 2026 |
| Allworth Financial LP | History | New | 93,502 | 8,273 | 0.03% | — | 239 | +93,502 | New | Q4 2025 | Feb 05, 2026 |
| Brookstone Capital Management | History | Added to | 93,434 | 8,267 | 0.09% | 0.09% | 240 | +7,061 | 8.18% | Q4 2025 | Jan 15, 2026 |
| BOKF, NA | History | Reduced | 93,062 | 8,235 | 0.13% | 0.14% | 241 | -7,107 | -7.1% | Q4 2025 | Feb 03, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 92,682 | 8,201 | 0.16% | 0.19% | 242 | -11,305 | -10.87% | Q4 2025 | Feb 05, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | Added to | 92,654 | 8,198 | 0.5% | 0.53% | 243 | +1,824 | 2.01% | Q4 2025 | Feb 12, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 92,193 | 8,158 | 0.0% | 0.07% | 244 | -1,364,396 | -93.67% | Q4 2025 | Feb 10, 2026 |
| Heritage Wealth Management, Inc./Texas | History | Added to | 92,128 | 8,153 | 3.54% | 3.29% | 245 | +10,572 | 12.96% | Q4 2025 | Feb 09, 2026 |
| FIDELIS iM, LLC | History | Added to | 91,216 | 8,071 | 3.13% | 2.43% | 246 | +52,807 | 137.49% | Q4 2025 | Jan 23, 2026 |
| Gray Private Wealth, LLC | History | Added to | 90,235 | 7,984 | 3.9% | 4.02% | 247 | +3,082 | 3.54% | Q4 2025 | Feb 04, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 90,200 | 7,981 | 0.01% | 0.01% | 248 | +45,200 | 100.44% | Q4 2025 | Feb 12, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 90,031 | 7,967 | 0.06% | — | 249 | +90,031 | New | Q4 2025 | Feb 18, 2026 |
| Arkadios Wealth Advisors | History | Added to | 89,741 | 7,941 | 0.15% | 0.17% | 250 | +13,640 | 17.92% | Q4 2025 | Feb 13, 2026 |
| BluePrint Investing LLC | History | New | 86,090 | 7,618 | 6.06% | — | 251 | +86,090 | New | Q4 2025 | Feb 05, 2026 |
| Fairway Wealth LLC | History | Reduced | 212,396 | 7,584 | 2.05% | 2.24% | 252 | -5,804 | -2.66% | Q4 2025 | Jan 28, 2026 |
| Modern Wealth Management, LLC | History | Added to | 84,893 | 7,512 | 0.14% | 0.15% | 253 | +3,940 | 4.87% | Q4 2025 | Feb 17, 2026 |
| Cambridge Advisors Inc. | History | Added to | 84,718 | 7,496 | 1.43% | 1.37% | 254 | +8,213 | 10.74% | Q4 2025 | Jan 21, 2026 |
| Fonville Wealth Management LLC | History | Added to | 84,692 | 7,494 | 1.53% | 1.62% | 255 | +6,168 | 7.85% | Q4 2025 | Jan 23, 2026 |
| Rathbones Group PLC | History | Reduced | 83,976 | 7,431 | 0.03% | 0.04% | 256 | -19,006 | -18.46% | Q4 2025 | Feb 06, 2026 |
| Employees' Retirement Fund of the City of Fort Worth | History | No change | 83,000 | 7,344 | 3.29% | 3.92% | 257 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Callan Family Office, LLC | History | Added to | 82,814 | 7,328 | 0.16% | 0.09% | 258 | +51,186 | 161.84% | Q4 2025 | Feb 12, 2026 |
| David Kennon Inc | History | Added to | 82,207 | 7,274 | 2.59% | 2.59% | 259 | +3,474 | 4.41% | Q4 2025 | Jan 26, 2026 |
| Drystone LLC | History | Reduced | 81,233 | 7,188 | 6.46% | 6.82% | 260 | -1,618 | -1.95% | Q4 2025 | Feb 06, 2026 |
| Silver Coast Investments LLC | History | Reduced | 80,991 | 7,167 | 2.47% | 2.54% | 261 | -36 | -0.04% | Q4 2025 | Jan 27, 2026 |
| Betterment LLC | History | Added to | 80,987 | 7,166 | 0.01% | 0.01% | 262 | +1,749 | 2.21% | Q4 2025 | Feb 12, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 79,959 | 7,075 | 0.53% | 0.6% | 263 | +92 | 0.12% | Q4 2025 | Jan 07, 2026 |
| KANAWHA CAPITAL MANAGEMENT LLC | History | Added to | 79,653 | 7,048 | 0.49% | 0.49% | 264 | +1,896 | 2.44% | Q4 2025 | Jan 28, 2026 |
| Campion Asset Management | History | Added to | 79,444 | 7,029 | 4.88% | 4.9% | 265 | +3,985 | 5.28% | Q4 2025 | Feb 17, 2026 |
| AA Financial Advisors, LLC | History | Added to | 79,286 | 7,016 | 1.3% | 1.0% | 266 | +23,684 | 42.6% | Q4 2025 | Jan 14, 2026 |
| Ariston Services Group | History | Reduced | 79,270 | 7,014 | 4.11% | 4.38% | 267 | -222 | -0.28% | Q4 2025 | Jan 23, 2026 |
| COUNTRY TRUST BANK | History | Added to | 78,586 | 6,954 | 0.13% | 0.16% | 268 | +1,016 | 1.31% | Q4 2025 | Jan 21, 2026 |
| WestHill Financial Advisors, Inc. | History | Added to | 78,143 | 6,914 | 1.31% | 1.38% | 269 | +1,051 | 1.36% | Q4 2025 | Jan 21, 2026 |
| UNITED BANK | History | Added to | 78,059 | 6,907 | 0.91% | 0.85% | 270 | +275 | 0.35% | Q4 2025 | Feb 13, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 77,576 | 6,865 | 0.02% | 0.02% | 271 | -9,624 | -11.04% | Q4 2025 | Feb 11, 2026 |
| Americana Partners, LLC | History | Added to | 77,182 | 6,829 | 0.19% | 0.18% | 272 | +12,326 | 19.01% | Q4 2025 | Feb 06, 2026 |
| BAYSHORE ASSET MANAGEMENT, LLC | History | Added to | 76,626 | 6,780 | 2.77% | 2.99% | 273 | +276 | 0.36% | Q4 2025 | Jan 08, 2026 |
| Amicus Financial Advisors, LLC | History | New | 76,563 | 6,775 | 1.89% | — | 274 | +76,563 | New | Q4 2025 | Mar 02, 2026 |
| Marathon Strategic Advisors, LLC | History | Added to | 76,341 | 6,755 | 5.16% | 4.38% | 275 | +16,499 | 27.57% | Q4 2025 | Feb 11, 2026 |
| WealthCollab, LLC | History | Added to | 75,742 | 6,702 | 2.74% | 2.89% | 276 | +6,901 | 10.02% | Q4 2025 | Jan 27, 2026 |
| Silver Oak Advisory Group, Inc. | History | Added to | 75,532 | 6,683 | 3.02% | 3.09% | 277 | +836 | 1.12% | Q4 2025 | Feb 03, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 75,178 | 6,652 | 0.04% | 0.03% | 278 | +23,920 | 46.67% | Q4 2025 | Jan 29, 2026 |
| WESCAP Management Group, Inc. | History | Added to | 73,986 | 6,547 | 1.33% | 1.28% | 279 | +7,223 | 10.82% | Q4 2025 | Feb 11, 2026 |
| OLD SECOND NATIONAL BANK OF AURORA | History | Reduced | 72,842 | 6,445 | 1.29% | 1.5% | 280 | -6,790 | -8.53% | Q4 2025 | Jan 27, 2026 |
| Waverly Advisors, LLC | History | Added to | 71,720 | 6,346 | 0.05% | 0.06% | 281 | +8,458 | 13.37% | Q4 2025 | Feb 17, 2026 |
| Savant Capital, LLC | History | Added to | 71,707 | 6,345 | 0.04% | 0.03% | 282 | +21,983 | 44.21% | Q4 2025 | Feb 10, 2026 |
| Aprio Wealth Management, LLC | History | Reduced | 71,059 | 6,324 | 0.36% | 0.69% | 283 | -4,470 | -5.92% | Q4 2025 | Jan 29, 2026 |
| Latigo Investments, LLC | History | No change | 70,972 | 6,280 | 3.09% | 3.27% | 284 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 70,888 | 6,272 | 0.0% | 0.0% | 285 | +1,646 | 2.38% | Q4 2025 | Feb 11, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | New | 70,696 | 6,255 | 0.2% | — | 286 | +70,696 | New | Q4 2025 | Feb 17, 2026 |
| American Investment Services, Inc. | History | Added to | 70,674 | 6,253 | 1.45% | 1.55% | 287 | +263 | 0.37% | Q4 2025 | Feb 13, 2026 |
| Hardy Reed LLC | History | Added to | 70,572 | 6,244 | 0.45% | 0.47% | 288 | +238 | 0.34% | Q4 2025 | Feb 06, 2026 |
| Keewaydin Investments LLC | History | New | 70,465 | 6,235 | 1.66% | — | 289 | +70,465 | New | Q4 2025 | Feb 10, 2026 |
| Capital Advisors Wealth Management, LLC | History | Reduced | 70,442 | 6,233 | 0.85% | 0.93% | 290 | -787 | -1.1% | Q4 2025 | Jan 21, 2026 |
| Cerity Partners OCIO LLC | History | No change | 70,269 | 6,218 | 0.34% | 0.33% | 291 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Cliffwater LLC | History | No change | 69,923 | 6,187 | 1.3% | 1.35% | 292 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Verdence Capital Advisors LLC | History | Reduced | 69,747 | 6,171 | 0.37% | 0.38% | 293 | -626 | -0.89% | Q4 2025 | Jan 29, 2026 |
| Financial Futures Ltd Liability Co. | History | Added to | 69,736 | 6,170 | 2.86% | 2.93% | 294 | +3,721 | 5.64% | Q4 2025 | Jan 23, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 69,012 | 6,106 | 0.01% | 0.01% | 295 | +9,213 | 15.41% | Q4 2025 | Feb 12, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Added to | 68,371 | 6,082 | 0.18% | 0.12% | 296 | +47,461 | 226.98% | Q4 2025 | Feb 13, 2026 |
| Rainwater Charitable Foundation | History | No change | 68,428 | 6,055 | 3.57% | 3.92% | 297 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| WEALTH ALLIANCE, LLC | History | Reduced | 68,214 | 6,036 | 0.59% | 1.15% | 298 | -53,790 | -44.09% | Q4 2025 | Feb 13, 2026 |
| Freestone Capital Holdings, LLC | History | Reduced | 67,697 | 5,990 | 0.18% | 0.19% | 299 | -1,868 | -2.69% | Q4 2025 | Jan 23, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 67,532 | 5,975 | 0.08% | 0.08% | 300 | -1,414 | -2.05% | Q4 2025 | Feb 09, 2026 |
| HB Wealth Management, LLC | History | Reduced | 67,099 | 5,937 | 0.04% | 0.04% | 301 | -1,891 | -2.74% | Q4 2025 | Jan 28, 2026 |
| LPWM LLC | History | Added to | 66,439 | 5,879 | 1.48% | 1.57% | 302 | +2,001 | 3.11% | Q4 2025 | Jan 06, 2026 |
| Regal Investment Advisors LLC | History | Added to | 66,347 | 5,870 | 0.35% | 0.39% | 303 | +258 | 0.39% | Q4 2025 | Feb 17, 2026 |
| UMB Bank, n.a. | History | Added to | 66,117 | 5,850 | 0.08% | 0.04% | 304 | +34,063 | 106.27% | Q4 2025 | Feb 13, 2026 |
| Walleye Trading LLC | History | Added to | 66,100 | 5,849 | 0.01% | 0.01% | 305 | +5,200 | 8.54% | Q4 2025 | Feb 13, 2026 |
| Financial Alternatives, Inc | History | Added to | 65,930 | 5,834 | 3.39% | 3.42% | 306 | +4,069 | 6.58% | Q4 2025 | Feb 04, 2026 |
| Allie Family Office LLC | History | Added to | 65,760 | 5,819 | 2.72% | 2.7% | 307 | +3,514 | 5.65% | Q4 2025 | Feb 13, 2026 |
| Merit Financial Group, LLC | History | Reduced | 65,531 | 5,798 | 0.05% | 0.06% | 308 | -2,876 | -4.2% | Q4 2025 | Jan 26, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 65,283 | 5,776 | 0.0% | 0.0% | 309 | -18,482 | -22.06% | Q4 2025 | Mar 20, 2026 |
| Cassaday & Co Wealth Management LLC | History | Added to | 65,148 | 5,764 | 0.12% | 0.12% | 310 | +10,359 | 18.91% | Q4 2025 | Feb 03, 2026 |
| LMG Wealth Partners, LLC | History | Added to | 64,885 | 5,741 | 1.07% | 1.1% | 311 | +227 | 0.35% | Q4 2025 | Feb 02, 2026 |
| PDS Planning, Inc | History | Added to | 64,320 | 5,691 | 0.38% | 0.39% | 312 | +2,691 | 4.37% | Q4 2025 | Jan 26, 2026 |
| HANCOCK WHITNEY CORP | History | Added to | 64,257 | 5,686 | 0.1% | 0.1% | 313 | +4,224 | 7.04% | Q4 2025 | Feb 17, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 64,143 | 5,676 | 0.0% | — | 314 | +64,143 | New | Q4 2025 | Feb 13, 2026 |
| IFG Advisors, LLC | History | Added to | 63,794 | 5,645 | 0.94% | 0.86% | 315 | +6,034 | 10.45% | Q4 2025 | Jan 13, 2026 |
| Neumann Capital Management, LLC | History | Reduced | 63,432 | 5,613 | 1.62% | 1.71% | 316 | -362 | -0.57% | Q4 2025 | Jan 14, 2026 |
| TFO Wealth Partners, LLC | History | Added to | 63,181 | 5,590 | 0.84% | 0.73% | 317 | +13,994 | 28.45% | Q4 2025 | Feb 05, 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | History | Reduced | 62,938 | 5,569 | 0.29% | 0.35% | 318 | -11,826 | -15.82% | Q4 2025 | Feb 17, 2026 |
| BlueSky Wealth Advisors, LLC | History | Added to | 62,904 | 5,566 | 0.73% | 0.75% | 319 | +1,844 | 3.02% | Q4 2025 | Jan 26, 2026 |
| Biltmore Family Office, LLC | History | Added to | 62,883 | 5,564 | 0.77% | 0.64% | 320 | +13,911 | 28.41% | Q4 2025 | Feb 04, 2026 |
| Northwest Quadrant Wealth Management, LLC | History | Reduced | 62,504 | 5,530 | 1.14% | 1.36% | 321 | -7,974 | -11.31% | Q4 2025 | Jan 23, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 62,377 | 5,519 | 0.06% | 0.07% | 322 | -1,845 | -2.87% | Q4 2025 | Feb 13, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 62,299 | 5,512 | 0.07% | 0.25% | 323 | -182,719 | -74.57% | Q4 2025 | Feb 11, 2026 |
| United Financial Planning Group LLC | History | Added to | 62,007 | 5,487 | 3.33% | 3.4% | 324 | +2,862 | 4.84% | Q4 2025 | Feb 11, 2026 |
| Baron Financial Group, LLC | History | Added to | 61,992 | 5,485 | 2.94% | 2.97% | 325 | +2,753 | 4.65% | Q4 2025 | Jan 09, 2026 |
| Idaho Trust Co | History | Reduced | 61,983 | 5,484 | 1.82% | 2.01% | 326 | -3,216 | -4.93% | Q4 2025 | Feb 05, 2026 |
| Red Wave Investments LLC | History | Added to | 61,134 | 5,409 | 1.61% | 1.69% | 327 | +906 | 1.5% | Q4 2025 | Feb 06, 2026 |
| Note Advisors, LLC | History | Added to | 59,199 | 5,402 | 2.77% | 2.74% | 328 | +8,852 | 17.58% | Q4 2025 | Feb 18, 2026 |
| Diversified Portfolios, Inc. | History | Reduced | 60,945 | 5,393 | 0.45% | 0.61% | 330 | -14,572 | -19.3% | Q4 2025 | Feb 09, 2026 |
| Clearstead Advisors, LLC | History | Added to | 60,955 | 5,393 | 0.07% | 0.07% | 329 | +2,335 | 3.98% | Q4 2025 | Feb 09, 2026 |
| WHITTIER TRUST CO | History | Added to | 59,770 | 5,341 | 0.06% | 0.06% | 331 | +800 | 1.36% | Q4 2025 | Jan 26, 2026 |
| Elwood & Goetz Wealth Advisory Group, LLC | History | Added to | 60,216 | 5,328 | 0.94% | 0.88% | 332 | +9,914 | 19.71% | Q4 2025 | Jan 21, 2026 |
| Everhart Financial Group, Inc. | History | Added to | 60,166 | 5,324 | 0.49% | 0.48% | 333 | +7,398 | 14.02% | Q4 2025 | Jan 07, 2026 |
| Crewe Advisors LLC | History | Added to | 60,147 | 5,322 | 0.47% | 0.49% | 334 | +4,196 | 7.5% | Q4 2025 | Jan 16, 2026 |
| White Lighthouse Investment Management Inc. | History | Reduced | 59,746 | 5,286 | 0.74% | 0.85% | 335 | -1,498 | -2.45% | Q4 2025 | Feb 09, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 58,265 | 5,275 | 0.13% | 0.15% | 336 | -6,344 | -9.82% | Q4 2025 | Jan 28, 2026 |
| SG Americas Securities, LLC | History | Reduced | 58,735 | 5,197 | 0.01% | 0.02% | 337 | -9,510 | -13.94% | Q4 2025 | Jan 09, 2026 |
| Rakuten Investment Management, Inc. | History | No change | 56,817 | 5,173 | 0.02% | 0.02% | 338 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| VeraBank, N.A. | History | Added to | 58,389 | 5,166 | 0.94% | 0.96% | 339 | +2,077 | 3.69% | Q4 2025 | Feb 11, 2026 |
| BALANCED WEALTH GROUP LLC | History | Added to | 56,089 | 5,135 | 1.88% | 2.17% | 340 | +918 | 1.66% | Q4 2025 | Jan 13, 2026 |
| Human Investing LLC | History | Added to | 57,756 | 5,110 | 0.72% | 0.76% | 341 | +1,798 | 3.21% | Q4 2025 | Jan 27, 2026 |
| Klingman & Associates, LLC | History | Added to | 57,629 | 5,099 | 0.25% | 0.26% | 342 | +2,184 | 3.94% | Q4 2025 | Jan 29, 2026 |
| Cresset Asset Management, LLC | History | Added to | 57,390 | 5,078 | 0.02% | 0.02% | 343 | +10,922 | 23.5% | Q4 2025 | Feb 17, 2026 |
| Advisory Services Network, LLC | History | Added to | 56,776 | 5,024 | 0.07% | 0.07% | 344 | +2,294 | 4.21% | Q4 2025 | Feb 17, 2026 |
| Traveka Wealth, LLC | History | Reduced | 56,551 | 5,004 | 2.04% | 2.31% | 345 | -14 | -0.02% | Q4 2025 | Jan 08, 2026 |
| Unconventional Investor, LLC | History | Added to | 56,114 | 4,965 | 2.36% | 2.56% | 346 | +281 | 0.5% | Q4 2025 | Feb 05, 2026 |
| ASSOCIATED BANC-CORP | History | Reduced | 55,234 | 4,887 | 0.13% | 0.21% | 347 | -31,238 | -36.12% | Q4 2025 | Feb 06, 2026 |
| PATTON FUND MANAGEMENT, INC. | History | Added to | 55,204 | 4,885 | 0.65% | 0.75% | 348 | +9,455 | 20.67% | Q4 2025 | Jan 23, 2026 |
| REDW Wealth LLC | History | Reduced | 53,359 | 4,721 | 1.8% | 1.87% | 349 | -850 | -1.57% | Q4 2025 | Jan 28, 2026 |
| SVRN Asset Management, LLC | History | New | 53,254 | 4,712 | 3.88% | — | 350 | +53,254 | New | Q4 2025 | Feb 13, 2026 |
| &PARTNERS | History | Added to | 52,884 | 4,679 | 0.02% | 0.02% | 351 | +15,768 | 42.48% | Q4 2025 | Feb 17, 2026 |
| Nalls Sherbakoff Group, LLC | History | Reduced | 52,841 | 4,675 | 3.37% | 3.75% | 352 | -7,925 | -13.04% | Q4 2025 | Mar 12, 2026 |
| MONOGRAPH WEALTH ADVISORS, LLC | History | Reduced | 52,612 | 4,655 | 0.46% | 0.49% | 353 | -432 | -0.81% | Q4 2025 | Feb 13, 2026 |
| Cherry Tree Wealth Management, LLC | History | Added to | 51,804 | 4,584 | 0.97% | 1.02% | 354 | +919 | 1.81% | Q4 2025 | Feb 10, 2026 |
| Consolidated Portfolio Review Corp | History | Added to | 51,629 | 4,568 | 0.39% | 0.24% | 356 | +30,479 | 144.11% | Q4 2025 | Jan 26, 2026 |
| Pine Ridge Advisers LLC | History | Added to | 51,629 | 4,568 | 0.27% | 0.28% | 355 | +462 | 0.9% | Q4 2025 | Feb 17, 2026 |
| DWR WEALTH MANAGEMENT, LLC | History | New | 50,930 | 4,543 | 4.22% | — | 357 | +50,930 | New | Q4 2025 | Mar 31, 2026 |
| Arax Advisory Partners | History | New | 51,256 | 4,535 | 0.13% | — | 358 | +51,256 | New | Q4 2025 | Feb 13, 2026 |
| World Investment Advisors | History | Added to | 50,980 | 4,511 | 0.07% | 0.07% | 359 | +16,044 | 45.92% | Q4 2025 | Mar 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 50,791 | 4,494 | 0.0% | 0.0% | 360 | +7,104 | 16.26% | Q4 2025 | Feb 17, 2026 |
| KRM WEALTH MANAGEMENT L.L.C. | History | New | 50,776 | 4,493 | 2.46% | — | 361 | +50,776 | New | Q4 2025 | Apr 07, 2026 |
| Whitegate Investment Counselors, Inc. | History | Added to | 50,589 | 4,476 | 1.4% | 1.33% | 362 | +6,346 | 14.34% | Q4 2025 | Feb 10, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 50,449 | 4,464 | 0.05% | 0.06% | 363 | -18,765 | -27.11% | Q4 2025 | Feb 13, 2026 |
| PARK NATIONAL CORP /OH/ | History | Reduced | 49,232 | 4,356 | 0.14% | 0.15% | 364 | -4,976 | -9.18% | Q4 2025 | Jan 05, 2026 |
| Voya Financial Advisors, Inc. | History | Added to | 48,834 | 4,348 | 0.42% | 0.36% | 365 | +8,388 | 20.74% | Q4 2025 | Feb 13, 2026 |
| Black Diamond Financial, LLC | History | Added to | 49,052 | 4,340 | 0.46% | 0.49% | 366 | +1,487 | 3.13% | Q4 2025 | Feb 03, 2026 |
| Thrive Capital Management, LLC | History | Added to | 48,920 | 4,328 | 0.96% | 0.75% | 367 | +17,216 | 54.3% | Q4 2025 | Feb 09, 2026 |
| Dodds Wealth, LLC | History | Reduced | 48,739 | 4,312 | 1.06% | 1.15% | 368 | -2,118 | -4.16% | Q4 2025 | Feb 11, 2026 |
| Evanson Asset Management, LLC | History | Reduced | 48,580 | 4,298 | 0.23% | 0.25% | 369 | -578 | -1.18% | Q4 2025 | Jan 12, 2026 |
| Marotta Asset Management | History | Reduced | 48,439 | 4,286 | 0.79% | 0.9% | 370 | -3,728 | -7.15% | Q4 2025 | Jan 07, 2026 |
| ARK & TLK INVESTMENTS, LLC | History | Added to | 48,226 | 4,267 | 1.17% | 1.28% | 371 | +4,107 | 9.31% | Q4 2025 | Feb 10, 2026 |
| Alhambra Investment Management LLC | History | Added to | 48,171 | 4,262 | 1.98% | 2.01% | 372 | +1,973 | 4.27% | Q4 2025 | Jan 15, 2026 |
| Leeward Financial Partners, LLC | History | Added to | 47,973 | 4,245 | 1.19% | 1.23% | 373 | +849 | 1.8% | Q4 2025 | Feb 09, 2026 |
| LifeGuide Financial Advisors, LLC | History | Added to | 47,950 | 4,244 | 1.41% | 1.58% | 374 | +68 | 0.14% | Q4 2025 | Jan 05, 2026 |
| CLUNE & ASSOCIATES, LTD. | History | Added to | 47,791 | 4,229 | 0.91% | 1.0% | 375 | +3,939 | 8.98% | Q4 2025 | Feb 09, 2026 |
| Kagan Cocozza Asset Management | History | Added to | 47,607 | 4,212 | 3.0% | 3.02% | 376 | +3,952 | 9.05% | Q4 2025 | Jan 23, 2026 |
| Peak Retirement Planning, Inc. | History | Added to | 47,473 | 4,200 | 0.98% | 0.77% | 377 | +17,690 | 59.4% | Q4 2025 | Feb 10, 2026 |
| CMH Wealth Management LLC | History | Added to | 47,317 | 4,187 | 0.9% | 0.92% | 378 | +319 | 0.68% | Q4 2025 | Jan 13, 2026 |
| BOS Asset Management, LLC | History | Added to | 47,273 | 4,183 | 1.12% | 1.13% | 379 | +3,525 | 8.06% | Q4 2025 | Jan 09, 2026 |
| MBL Wealth, LLC | History | Reduced | 47,047 | 4,163 | 0.33% | 0.41% | 380 | -4,086 | -7.99% | Q4 2025 | Jan 21, 2026 |
| Zeit Capital LLC | History | Reduced | 46,342 | 4,100 | 2.77% | 3.02% | 381 | -2,209 | -4.55% | Q4 2025 | Jan 26, 2026 |
| Payne Capital Management, LLC | History | Added to | 46,333 | 4,100 | 1.29% | 1.31% | 382 | +1,688 | 3.78% | Q4 2025 | Feb 02, 2026 |
| UNIVEST FINANCIAL Corp | History | New | 45,922 | 4,063 | 0.22% | — | 383 | +45,922 | New | Q4 2025 | Feb 04, 2026 |
| CONNING INC. | History | Added to | 45,628 | 4,037 | 0.14% | 0.12% | 384 | +5,278 | 13.08% | Q4 2025 | Feb 05, 2026 |
| WOLFF WIESE MAGANA LLC | History | Added to | 45,590 | 4,034 | 2.21% | 2.25% | 385 | +2,060 | 4.73% | Q4 2025 | Jan 14, 2026 |
| Manchester Capital Management LLC | History | Added to | 45,105 | 3,991 | 0.54% | 0.52% | 386 | +2,863 | 6.78% | Q4 2025 | Feb 11, 2026 |
| CHOREO, LLC | History | Reduced | 44,034 | 3,928 | 0.05% | 0.05% | 387 | -1,263 | -2.79% | Q4 2025 | Jan 23, 2026 |
| LEGACY FINANCIAL GROUP, INC. | History | Reduced | 44,387 | 3,927 | 1.03% | 1.13% | 388 | -549 | -1.22% | Q4 2025 | Feb 06, 2026 |
| Disciplined Investments, LLC | History | Reduced | 44,326 | 3,922 | 1.51% | 1.69% | 389 | -2,135 | -4.6% | Q4 2025 | Feb 05, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 43,698 | 3,866 | 0.08% | 0.09% | 390 | +2,204 | 5.31% | Q4 2025 | Feb 03, 2026 |
| Warwick Investment Management, Inc. | History | Reduced | 43,460 | 3,845 | 0.59% | 0.7% | 391 | -854 | -1.93% | Q4 2025 | Jan 15, 2026 |
| Matrix Trust Co | History | Added to | 43,390 | 3,840 | 0.63% | 0.59% | 392 | +1,976 | 4.77% | Q4 2025 | Jan 13, 2026 |
| IMC-Chicago, LLC | History | Added to | 42,785 | 3,786 | 0.0% | 0.0% | 393 | +26,843 | 168.38% | Q4 2025 | Jan 29, 2026 |
| Dougherty Wealth Advisers LLC | History | Added to | 42,628 | 3,772 | 2.13% | 2.1% | 394 | +6,943 | 19.46% | Q4 2025 | Jan 29, 2026 |
| CHERRYDALE WEALTH MANAGEMENT, LLC | History | Reduced | 42,562 | 3,766 | 1.14% | 1.24% | 395 | -467 | -1.09% | Q4 2025 | Jan 13, 2026 |
| Sigma Planning Corp | History | Added to | 41,792 | 3,740 | 0.1% | 0.1% | 396 | +1,826 | 4.57% | Q4 2025 | Jan 30, 2026 |
| Zhang Financial LLC | History | Reduced | 42,229 | 3,736 | 0.14% | 0.17% | 397 | -4,893 | -10.38% | Q4 2025 | Feb 10, 2026 |
| MFA Wealth Services | History | Added to | 42,229 | 3,736 | 2.52% | 2.64% | 398 | +330 | 0.79% | Q4 2025 | Jan 15, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Added to | 42,036 | 3,719 | 0.1% | 0.1% | 399 | +5,331 | 14.52% | Q4 2025 | Feb 03, 2026 |
| IF Advisors, LLC | History | New | 41,985 | 3,715 | 3.02% | — | 400 | +41,985 | New | Q4 2025 | Feb 10, 2026 |
| Vise Technologies, Inc. | History | Added to | 41,695 | 3,689 | 0.07% | 0.04% | 401 | +28,736 | 221.75% | Q4 2025 | Feb 11, 2026 |
| Cordoba Advisory Partners LLC | History | New | 41,490 | 3,671 | 0.91% | — | 402 | +41,490 | New | Q4 2025 | Feb 13, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | Added to | 40,855 | 3,615 | 2.47% | 2.51% | 403 | +3,087 | 8.17% | Q4 2025 | Jan 27, 2026 |
| WALLER FINANCIAL PLANNING GROUP, INC | History | Reduced | 40,622 | 3,594 | 0.8% | 0.95% | 404 | -4,752 | -10.47% | Q4 2025 | Jan 13, 2026 |
| PROFFITT & GOODSON INC | History | Reduced | 40,514 | 3,585 | 0.5% | 0.54% | 405 | -555 | -1.35% | Q4 2025 | Jan 27, 2026 |
| Summit Financial, LLC | History | Added to | 40,369 | 3,572 | 0.05% | 0.06% | 406 | +764 | 1.93% | Q4 2025 | Feb 13, 2026 |
| CENTRAL TRUST Co | History | Added to | 39,795 | 3,521 | 0.07% | 0.07% | 407 | +2,621 | 7.05% | Q4 2025 | Feb 02, 2026 |
| Abound Wealth Management | History | Reduced | 39,718 | 3,514 | 0.82% | 0.93% | 408 | -880 | -2.17% | Q4 2025 | Jan 12, 2026 |
| RFG Advisory, LLC | History | Added to | 39,594 | 3,503 | 0.07% | 0.07% | 409 | +3,711 | 10.34% | Q4 2025 | Feb 03, 2026 |
| Prudent Man Advisors, LLC | History | Reduced | 39,535 | 3,498 | 1.27% | 1.35% | 410 | -538 | -1.34% | Q4 2025 | Feb 11, 2026 |
| MACQUARIE GROUP LTD | History | Added to | 39,316 | 3,479 | 0.02% | 0.0% | 411 | +28,340 | 258.2% | Q4 2025 | Feb 13, 2026 |
| Fort Point Capital Partners LLC | History | Added to | 38,005 | 3,477 | 0.39% | 0.39% | 413 | +1,731 | 4.77% | Q4 2025 | Feb 13, 2026 |
| BTG Pactual Asset Management US LLC | History | Added to | 39,303 | 3,477 | 0.34% | 0.16% | 412 | +140 | 0.36% | Q4 2025 | Feb 17, 2026 |
| FDx Advisors, Inc. | History | Added to | 39,138 | 3,463 | 1.77% | 1.02% | 414 | +843 | 2.2% | Q4 2025 | Feb 10, 2026 |
| Greenspring Advisors, LLC | History | New | 38,775 | 3,431 | 0.21% | — | 415 | +38,775 | New | Q4 2025 | Feb 10, 2026 |
| CANANDAIGUA NATIONAL BANK & TRUST CO | History | Reduced | 38,681 | 3,422 | 0.31% | 0.34% | 416 | -3,209 | -7.66% | Q4 2025 | Jan 30, 2026 |
| Intergy Private Wealth, LLC | History | Added to | 38,619 | 3,417 | 1.03% | 1.08% | 417 | +970 | 2.58% | Q4 2025 | Jan 22, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 38,594 | 3,415 | 0.06% | 0.03% | 418 | +24,308 | 170.15% | Q4 2025 | Feb 19, 2026 |
| Financial & Tax Architects, LLC | History | New | 38,508 | 3,407 | 0.77% | — | 419 | +38,508 | New | Q4 2025 | Jan 21, 2026 |
| Finhabits Advisors LLC | History | New | 38,493 | 3,406 | 3.2% | — | 420 | +38,493 | New | Q4 2025 | Jan 29, 2026 |
| SMART Wealth LLC | History | Reduced | 38,449 | 3,402 | 1.04% | 1.43% | 421 | -2,970 | -7.17% | Q4 2025 | Jan 26, 2026 |
| FAMILY WEALTH PARTNERS, LLC | History | Added to | 38,269 | 3,386 | 1.22% | 1.28% | 422 | +836 | 2.23% | Q4 2025 | Jan 14, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 38,158 | 3,377 | 0.1% | 0.11% | 423 | +2,411 | 6.74% | Q4 2025 | Feb 12, 2026 |
| Apella Capital, LLC | History | Added to | 38,131 | 3,374 | 0.07% | 0.03% | 424 | +25,110 | 192.84% | Q4 2025 | Jan 21, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 38,120 | 3,373 | 0.08% | 0.1% | 425 | -4,729 | -11.04% | Q4 2025 | Jan 28, 2026 |
| South Dakota Investment Council | History | New | 38,000 | 3,363 | 0.06% | — | 427 | +38,000 | New | Q4 2025 | Feb 12, 2026 |
| Global Endowment Management, LP | History | No change | 38,000 | 3,363 | 0.42% | 0.43% | 426 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| ASPIRIANT, LLC | History | Added to | 37,981 | 3,361 | 0.1% | 0.1% | 428 | +863 | 2.33% | Q4 2025 | Jan 20, 2026 |
| Integrated Advisors Network LLC | History | Added to | 37,875 | 3,351 | 0.15% | 0.13% | 429 | +4,292 | 12.78% | Q4 2025 | Feb 17, 2026 |
| Tradition Wealth Management, LLC | History | Reduced | 37,850 | 3,349 | 0.24% | 0.26% | 430 | -675 | -1.75% | Q4 2025 | Feb 11, 2026 |
| FIRST FOUNDATION ADVISORS | History | Added to | 37,795 | 3,344 | 0.13% | 0.13% | 431 | +724 | 1.95% | Q4 2025 | Feb 04, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 37,625 | 3,329 | 0.16% | 0.22% | 432 | -12,730 | -25.28% | Q4 2025 | Jan 20, 2026 |
| Frank, Rimerman Advisors LLC | History | Added to | 37,628 | 3,329 | 0.21% | 0.2% | 433 | +3,633 | 10.69% | Q4 2025 | Jan 15, 2026 |
| PEAK6 LLC | History | Reduced | 37,600 | 3,327 | 0.01% | 0.01% | 434 | -12,300 | -24.65% | Q4 2025 | Mar 12, 2026 |
| Running Point Capital Advisors, LLC | History | Reduced | 37,186 | 3,290 | 0.9% | 1.02% | 435 | -4,480 | -10.75% | Q4 2025 | Feb 17, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 37,100 | 3,282 | 0.04% | 0.04% | 436 | +15,228 | 69.62% | Q4 2025 | Feb 06, 2026 |
| One Day In July LLC | History | Reduced | 37,048 | 3,278 | 0.27% | 0.4% | 437 | -14,962 | -28.77% | Q4 2025 | Feb 04, 2026 |
| Compass Ion Advisors, LLC | History | Reduced | 36,757 | 3,252 | 0.31% | 0.33% | 438 | -1,184 | -3.12% | Q4 2025 | Jan 29, 2026 |
| RIVER'S EDGE WEALTH MANAGEMENT, LLC | History | New | 34,280 | 3,242 | 3.16% | — | 439 | +34,280 | New | Q4 2025 | Feb 17, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Added to | 36,550 | 3,234 | 0.32% | 0.34% | 440 | +942 | 2.65% | Q4 2025 | Jan 27, 2026 |
| Tillman Hartley LLC | History | Added to | 36,420 | 3,222 | 0.81% | 0.85% | 441 | +638 | 1.78% | Q4 2025 | Feb 13, 2026 |
| Praetorian Wealth Management, Inc. | History | Added to | 36,286 | 3,211 | 0.64% | 0.59% | 442 | +4,689 | 14.84% | Q4 2025 | Jan 14, 2026 |
| CROBAN | History | Added to | 36,257 | 3,208 | 1.55% | 1.26% | 445 | +15,553 | 75.12% | Q4 2025 | Feb 13, 2026 |
| Texas Yale Capital Corp. | History | Added to | 36,263 | 3,208 | 0.1% | 0.1% | 443 | +1,695 | 4.9% | Q4 2025 | Feb 10, 2026 |
| Waldron Private Wealth LLC | History | Added to | 36,263 | 3,208 | 0.13% | 0.13% | 444 | +37 | 0.1% | Q4 2025 | Jan 14, 2026 |
| ENCOMPASS WEALTH ADVISORS, LLC | History | Reduced | 36,137 | 3,197 | 1.09% | 1.13% | 446 | -123 | -0.34% | Q4 2025 | Jan 22, 2026 |
| Frontier Asset Management, LLC | History | Reduced | 36,010 | 3,186 | 0.74% | 0.85% | 447 | -1,390 | -3.72% | Q4 2025 | Feb 04, 2026 |
| Truepoint, Inc. | History | Added to | 35,990 | 3,184 | 0.07% | 0.05% | 448 | +10,878 | 43.32% | Q4 2025 | Feb 11, 2026 |
| Compound Planning, Inc. | History | Added to | 35,964 | 3,182 | 0.09% | 0.1% | 449 | +2,973 | 9.01% | Q4 2025 | Feb 19, 2026 |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | History | Added to | 35,913 | 3,178 | 0.92% | 0.97% | 450 | +540 | 1.53% | Q4 2025 | Jan 08, 2026 |
| Richmond Brothers, Inc. | History | Reduced | 35,842 | 3,171 | 2.02% | 2.22% | 451 | -2,616 | -6.8% | Q4 2025 | Feb 12, 2026 |
| Global Retirement Partners, LLC | History | Added to | 35,664 | 3,155 | 0.06% | 0.06% | 452 | +4,164 | 13.22% | Q4 2025 | Feb 06, 2026 |
| Houlihan Financial Resource Group, Ltd. | History | Added to | 35,169 | 3,149 | 1.2% | 1.36% | 453 | +18,277 | 108.2% | Q4 2025 | Feb 10, 2026 |
| Moran Wealth Management, LLC | History | Reduced | 35,480 | 3,139 | 0.1% | 0.18% | 454 | -29,419 | -45.33% | Q4 2025 | Jan 26, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Added to | 35,396 | 3,131 | 0.01% | 0.01% | 455 | +10,095 | 39.9% | Q4 2025 | Feb 13, 2026 |
| Asset Management Group, Inc. | History | Reduced | 35,215 | 3,116 | 0.5% | 0.53% | 456 | -243 | -0.69% | Q4 2025 | Feb 17, 2026 |
| Keel Point, LLC | History | Added to | 35,128 | 3,108 | 0.19% | 0.18% | 457 | +2,404 | 7.35% | Q4 2025 | Feb 12, 2026 |
| Carter Financial, LLC | History | New | 34,961 | 3,093 | 2.73% | — | 458 | +34,961 | New | Q4 2025 | Mar 17, 2026 |
| Kure Advisory, LLC | History | Added to | 34,683 | 3,069 | 1.72% | 1.8% | 459 | +2,841 | 8.92% | Q4 2025 | Jan 08, 2026 |
| WEBSTER BANK, N. A. | History | Reduced | 34,461 | 3,049 | 0.29% | 0.31% | 460 | -618 | -1.76% | Q4 2025 | Jan 23, 2026 |
| Cascade Financial Partners, LLC | History | Reduced | 34,423 | 3,046 | 0.31% | 0.37% | 461 | -1,337 | -3.74% | Q4 2025 | Feb 06, 2026 |
| Transcendent Capital Group LLC | History | Added to | 34,133 | 3,020 | 1.37% | 1.35% | 463 | +1,077 | 3.26% | Q4 2025 | Jan 26, 2026 |
| ArchPoint Investors | History | No change | 34,136 | 3,020 | 0.72% | 0.86% | 462 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Wedmont Private Capital | History | Reduced | 33,688 | 2,981 | 0.1% | 0.12% | 464 | -2,612 | -7.2% | Q4 2025 | Jan 08, 2026 |
| Retirement Planning Group, LLC | History | Reduced | 33,680 | 2,980 | 0.1% | 0.13% | 465 | -5,841 | -14.78% | Q4 2025 | Feb 03, 2026 |
| Anchor Investment Management, LLC | History | Added to | 33,641 | 2,976 | 0.24% | 0.25% | 466 | +973 | 2.98% | Q4 2025 | Feb 26, 2026 |
| Foundation Wealth Management, LLC\PA | History | Reduced | 33,629 | 2,975 | 1.08% | 2.55% | 467 | -38,327 | -53.26% | Q4 2025 | Jan 15, 2026 |
| My Personal CFO, LLC | History | Reduced | 33,579 | 2,971 | 1.24% | 2.55% | 468 | -38,377 | -53.33% | Q4 2025 | Jan 15, 2026 |
| Creekside Partners | History | Added to | 33,580 | 2,971 | 1.26% | 1.34% | 469 | +193 | 0.58% | Q4 2025 | Feb 13, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 34,769 | 2,965 | 0.07% | 0.06% | 470 | -1,924 | -5.24% | Q4 2025 | Feb 11, 2026 |
| TMB Capital Partners, LLC | History | New | 33,201 | 2,937 | 1.0% | — | 471 | +33,201 | New | Q4 2025 | Feb 19, 2026 |
| Sterling Wealth Management, Inc. | History | Reduced | 33,086 | 2,927 | 0.83% | 1.04% | 472 | -4,412 | -11.77% | Q4 2025 | Feb 17, 2026 |
| JUNCTURE WEALTH STRATEGIES, LLC | History | Reduced | 32,841 | 2,906 | 0.96% | 1.09% | 473 | -2,761 | -7.76% | Q4 2025 | Jan 27, 2026 |
| Liberty Capital Management, Inc. | History | Reduced | 32,762 | 2,899 | 0.54% | 0.6% | 474 | -2,392 | -6.8% | Q4 2025 | Jan 26, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 32,586 | 2,884 | 0.09% | — | 475 | +32,586 | New | Q4 2025 | Feb 13, 2026 |
| Blueprint Investment Partners LLC | History | Reduced | 32,496 | 2,875 | 0.31% | 0.46% | 476 | -3,404 | -9.48% | Q4 2025 | Feb 17, 2026 |
| Pinnacle Financial Group, LLC / IL | History | Reduced | 32,499 | 2,875 | 0.83% | 0.94% | 477 | -1,360 | -4.02% | Q4 2025 | Feb 05, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 32,454 | 2,871 | 0.02% | 0.18% | 479 | -201,199 | -86.11% | Q4 2025 | Jan 14, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Added to | 32,131 | 2,871 | 0.06% | 0.06% | 478 | +106 | 0.33% | Q4 2025 | Jan 26, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 32,441 | 2,870 | 0.05% | 0.06% | 480 | +2,910 | 9.85% | Q4 2025 | Jan 16, 2026 |
| Soltis Investment Advisors LLC | History | Reduced | 32,155 | 2,845 | 0.19% | 0.24% | 481 | -5,083 | -13.65% | Q4 2025 | Apr 02, 2026 |
| Blueprint Financial Advisors LLC | History | Reduced | 32,080 | 2,838 | 0.43% | 0.71% | 482 | -3,610 | -10.11% | Q4 2025 | Feb 13, 2026 |
| AMI INVESTMENT MANAGEMENT INC | History | Added to | 32,019 | 2,833 | 0.64% | 0.61% | 483 | +3,290 | 11.45% | Q4 2025 | Jan 14, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 31,997 | 2,831 | 0.0% | 0.01% | 484 | -34,129 | -51.61% | Q4 2025 | Feb 10, 2026 |
| Virtu Financial LLC | History | New | 31,866 | 2,820 | 0.11% | — | 485 | +31,866 | New | Q4 2025 | Feb 23, 2026 |
| Brindle & Bay Financial Advisors, LLC | History | New | 31,844 | 2,817 | 1.87% | — | 486 | +31,844 | New | Q4 2025 | Jan 29, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | New | 31,792 | 2,813 | 0.06% | — | 487 | +31,792 | New | Q4 2025 | Feb 17, 2026 |
| E&R Wealth Management, LLC | History | New | 31,648 | 2,800 | 2.92% | — | 488 | +31,648 | New | Q4 2025 | Feb 11, 2026 |
| Obsido Oy | History | Added to | 31,529 | 2,790 | 1.71% | 1.71% | 489 | +3,369 | 11.96% | Q4 2025 | Feb 17, 2026 |
| SEAMOUNT FINANCIAL GROUP INC | History | Added to | 31,442 | 2,782 | 1.26% | 1.34% | 490 | +476 | 1.54% | Q4 2025 | Jan 26, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 31,370 | 2,775 | 0.09% | 0.09% | 491 | -2,254 | -6.7% | Q4 2025 | Jan 09, 2026 |
| Sterling Financial Planning, Inc. | History | Added to | 31,331 | 2,772 | 0.84% | 0.89% | 492 | +339 | 1.09% | Q4 2025 | Jan 27, 2026 |
| Atlas Legacy Advisors, LLC | History | Added to | 31,299 | 2,769 | 0.48% | 0.46% | 493 | +4,954 | 18.8% | Q4 2025 | Jan 29, 2026 |
| M Holdings Securities, Inc. | History | Added to | 30,969 | 2,740 | 0.2% | 0.45% | 494 | +7,608 | 32.57% | Q4 2025 | Feb 11, 2026 |
| Family Legacy, Inc. | History | Added to | 30,739 | 2,720 | 0.81% | 0.84% | 495 | +528 | 1.75% | Q4 2025 | Feb 04, 2026 |
| Csenge Advisory Group | History | New | 30,699 | 2,716 | 0.12% | — | 496 | +30,699 | New | Q4 2025 | Feb 06, 2026 |
| BLUELINE ADVISORS LLC | History | New | 30,660 | 2,713 | 2.21% | — | 497 | +30,660 | New | Q4 2025 | Feb 10, 2026 |
| Clarity Capital Advisors, LLC | History | Added to | 30,526 | 2,701 | 1.35% | 1.39% | 498 | +2,641 | 9.47% | Q4 2025 | Feb 11, 2026 |
| Asset Advisory Group, Inc. | History | New | 30,422 | 2,692 | 1.34% | — | 499 | +30,422 | New | Q4 2025 | Feb 12, 2026 |
| Destination Wealth Management | History | Added to | 30,411 | 2,691 | 0.07% | 0.08% | 500 | +520 | 1.74% | Q4 2025 | Feb 13, 2026 |
| Infinity Wealth Counsel, LLC | History | Added to | 30,224 | 2,674 | 2.44% | 2.55% | 501 | +1,440 | 5.0% | Q4 2025 | Jan 15, 2026 |
| Decker Retirement Planning Inc. | History | Added to | 30,157 | 2,668 | 1.33% | 1.36% | 502 | +3,012 | 11.1% | Q4 2025 | Jan 26, 2026 |
| Manhattan West Asset Management, LLC | History | Reduced | 30,002 | 2,654 | 0.54% | 0.63% | 503 | -2,589 | -7.94% | Q4 2025 | Feb 02, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Reduced | 29,887 | 2,644 | 0.29% | 0.32% | 504 | -897 | -2.91% | Q4 2025 | Feb 18, 2026 |
| LBJ Family Wealth Advisors, Ltd. | History | Added to | 29,862 | 2,643 | 1.45% | 1.49% | 505 | +8 | 0.03% | Q4 2025 | Jan 02, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Reduced | 29,807 | 2,637 | 0.06% | 0.06% | 506 | -1,520 | -4.85% | Q4 2025 | Feb 18, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 29,728 | 2,630 | 0.03% | 0.04% | 507 | -3,426 | -10.33% | Q4 2025 | Feb 05, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 29,620 | 2,621 | 0.63% | 0.68% | 508 | +694 | 2.4% | Q4 2025 | Jan 12, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 29,612 | 2,620 | 0.01% | 0.02% | 509 | +1,260 | 4.44% | Q4 2025 | Feb 11, 2026 |
| Broadview Financial Management, LLC | History | Added to | 29,363 | 2,598 | 1.74% | 1.77% | 510 | +623 | 2.17% | Q4 2025 | Feb 13, 2026 |
| NorthLanding Financial Partners, LLC | History | Added to | 29,129 | 2,577 | 2.07% | 2.1% | 511 | +1,622 | 5.9% | Q4 2025 | Jan 26, 2026 |
| CORRADO ADVISORS, LLC | History | Added to | 29,082 | 2,573 | 1.29% | 1.34% | 512 | +1,777 | 6.51% | Q4 2025 | Feb 10, 2026 |
| LM Advisors LLC | History | Reduced | 228 | 2,571 | 0.05% | 0.03% | 513 | -2,343 | -91.13% | Q4 2025 | Feb 13, 2026 |
| Quantinno Capital Management LP | History | Added to | 28,977 | 2,564 | 0.01% | 0.01% | 514 | +2,273 | 8.51% | Q4 2025 | Feb 17, 2026 |
| NewEdge Wealth, LLC | History | Added to | 28,768 | 2,545 | 0.03% | 0.04% | 516 | +1,187 | 4.3% | Q4 2025 | Feb 03, 2026 |
| COURIER CAPITAL LLC | History | Added to | 28,766 | 2,545 | 0.14% | 0.15% | 515 | +576 | 2.04% | Q4 2025 | Jan 29, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | Added to | 28,736 | 2,542 | 0.01% | 0.01% | 517 | +351 | 1.24% | Q4 2025 | Feb 05, 2026 |
| BTC Capital Management, Inc. | History | No change | 28,609 | 2,539 | 0.18% | 0.18% | 518 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Index Fund Advisors, Inc. | History | Reduced | 28,603 | 2,531 | 0.12% | 0.13% | 519 | -304 | -1.05% | Q4 2025 | Jan 29, 2026 |
| Symmetry Partners, LLC | History | Added to | 28,447 | 2,517 | 0.15% | 0.26% | 520 | +2,770 | 10.79% | Q4 2025 | Jan 27, 2026 |
| Axos Invest Inc. | History | Added to | 28,374 | 2,510 | 1.85% | 1.81% | 521 | +1,949 | 7.38% | Q4 2025 | Jan 23, 2026 |
| Unison Advisors LLC | History | Added to | 28,346 | 2,508 | 0.22% | 0.23% | 522 | +293 | 1.04% | Q4 2025 | Jan 21, 2026 |
| Savvy Advisors, Inc. | History | Added to | 28,276 | 2,502 | 0.08% | 0.04% | 523 | +17,941 | 173.59% | Q4 2025 | Jan 20, 2026 |
| Andrews Advisory Associates, LLC | History | New | 27,899 | 2,468 | 1.31% | — | 524 | +27,899 | New | Q4 2025 | Feb 18, 2026 |
| Johnson Wealth Management, LLC | History | New | 27,681 | 2,449 | 1.22% | — | 525 | +27,681 | New | Q4 2025 | Feb 11, 2026 |
| One Capital Management, LLC | History | Added to | 27,612 | 2,443 | 0.07% | 0.07% | 526 | +1,906 | 7.41% | Q4 2025 | Feb 10, 2026 |
| One Degree Advisors Inc | History | Reduced | 27,471 | 2,430 | 0.67% | 1.01% | 528 | -8,606 | -23.85% | Q4 2025 | Feb 06, 2026 |
| NOVEM GROUP | History | Added to | 27,463 | 2,430 | 0.28% | 0.28% | 527 | +1,345 | 5.15% | Q4 2025 | Jan 27, 2026 |
| PURE PORTFOLIOS HOLDINGS LLC | History | Added to | 27,318 | 2,417 | 0.73% | 0.64% | 529 | +4,794 | 21.28% | Q4 2025 | Jan 30, 2026 |
| Plus Group Wealth Advisors LLC | History | New | 27,246 | 2,410 | 2.67% | — | 530 | +27,246 | New | Q4 2025 | Feb 05, 2026 |
| Western Wealth Management, LLC | History | Added to | 27,075 | 2,395 | 0.11% | 0.04% | 531 | +19,400 | 252.77% | Q4 2025 | Feb 05, 2026 |
| Blue Trust, Inc. | History | Reduced | 26,909 | 2,381 | 0.03% | 0.03% | 532 | -3,360 | -11.1% | Q4 2025 | Jan 16, 2026 |
| HORIZON BANCORP INC /IN/ | History | Reduced | 26,839 | 2,375 | 1.16% | 1.17% | 533 | -79 | -0.29% | Q4 2025 | Feb 11, 2026 |
| Colorado Capital Management, Inc. | History | Reduced | 26,799 | 2,371 | 0.89% | 0.96% | 534 | -435 | -1.6% | Q4 2025 | Jan 23, 2026 |
| FSA WEALTH PARTNERS, INC. | History | Added to | 26,783 | 2,370 | 0.85% | 0.59% | 535 | +10,166 | 61.18% | Q4 2025 | Jan 30, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 26,781 | 2,369 | 0.05% | 0.05% | 536 | +341 | 1.29% | Q4 2025 | Feb 06, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Added to | 26,709 | 2,363 | 0.03% | 0.02% | 537 | +2,910 | 12.23% | Q4 2025 | Feb 02, 2026 |
| Clayton Financial Group LLC | History | Added to | 26,674 | 2,360 | 1.2% | 1.43% | 538 | +5,311 | 24.86% | Q4 2025 | Jan 21, 2026 |
| DAVENPORT & Co LLC | History | Added to | 26,660 | 2,359 | 0.01% | 0.01% | 539 | +1,758 | 7.06% | Q4 2025 | Jan 12, 2026 |
| Arete Wealth Advisors, LLC | History | Added to | 26,505 | 2,345 | 0.14% | 0.14% | 540 | +1,951 | 7.95% | Q4 2025 | Feb 13, 2026 |
| Berkeley Capital Partners, LLC | History | Added to | 26,437 | 2,339 | 0.55% | 0.09% | 541 | +22,457 | 564.25% | Q4 2025 | Feb 05, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 26,396 | 2,335 | 0.19% | 0.16% | 542 | +5,532 | 26.51% | Q4 2025 | Feb 04, 2026 |
| REGATTA CAPITAL GROUP, LLC | History | Reduced | 26,320 | 2,329 | 0.35% | 0.41% | 543 | -1,875 | -6.65% | Q4 2025 | Jan 13, 2026 |
| WATERS PARKERSON & CO., LLC | History | Added to | 26,301 | 2,327 | 0.11% | 0.12% | 544 | +76 | 0.29% | Q4 2025 | Feb 12, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Reduced | 26,183 | 2,316 | 0.05% | 0.05% | 545 | -5,613 | -17.65% | Q4 2025 | Feb 05, 2026 |
| Scott & Selber, Inc. | History | Added to | 26,095 | 2,309 | 0.58% | 0.6% | 546 | +150 | 0.58% | Q4 2025 | Jan 09, 2026 |
| Impact Partnership Wealth, LLC | History | Reduced | 26,055 | 2,305 | 0.3% | 0.51% | 547 | -11,144 | -29.96% | Q4 2025 | Feb 10, 2026 |
| BESSEMER GROUP INC | History | Added to | 25,999 | 2,301 | 0.0% | 0.0% | 548 | +6,111 | 30.73% | Q4 2025 | Feb 05, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 26,008 | 2,301 | 0.11% | 0.1% | 549 | +676 | 2.67% | Q4 2025 | Jan 21, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 25,944 | 2,295 | 0.01% | 0.01% | 550 | +692 | 2.74% | Q4 2025 | Jan 30, 2026 |
| Hardin Capital Partners, LLC | History | Reduced | 25,748 | 2,278 | 1.08% | 1.27% | 551 | -262 | -1.01% | Q4 2025 | Jan 09, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 25,723 | 2,276 | 0.11% | 0.11% | 552 | +392 | 1.55% | Q4 2025 | Feb 17, 2026 |
| SHEPHERD KAPLAN KROCHUK, LLC | History | Added to | 25,687 | 2,273 | 1.88% | 1.75% | 553 | +2,318 | 9.92% | Q4 2025 | Feb 13, 2026 |
| Capital Management Associates, Inc | History | Reduced | 25,687 | 2,273 | 0.5% | 0.65% | 554 | -568 | -2.16% | Q4 2025 | Jan 21, 2026 |
| Aureum Wealth Management, LLC | History | New | 25,678 | 2,272 | 2.11% | — | 555 | +25,678 | New | Q4 2025 | Jan 28, 2026 |
| Continuum Advisory, LLC | History | Added to | 25,600 | 2,265 | 0.23% | 0.24% | 556 | +935 | 3.79% | Q4 2025 | Feb 11, 2026 |
| Atria Investments, Inc | History | Added to | 25,516 | 2,257 | 0.03% | 0.03% | 557 | +842 | 3.41% | Q4 2025 | Feb 05, 2026 |
| PROSPERITY BANCSHARES INC | History | New | 25,479 | 2,254 | 2.03% | — | 558 | +25,479 | New | Q4 2025 | Feb 17, 2026 |
| WBH ADVISORY INC | History | Reduced | 25,482 | 2,254 | 0.17% | 0.18% | 559 | -797 | -3.03% | Q4 2025 | Jan 26, 2026 |
| Dakota Wealth Management | History | Added to | 25,370 | 2,244 | 0.04% | 0.04% | 560 | +1,300 | 5.4% | Q4 2025 | Jan 13, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Added to | 25,344 | 2,242 | 0.02% | 0.01% | 561 | +15,258 | 151.28% | Q4 2025 | Feb 12, 2026 |
| Bay Rivers Group | History | Reduced | 25,304 | 2,239 | 0.91% | 0.98% | 562 | -208 | -0.82% | Q4 2025 | Jan 07, 2026 |
| EP Wealth Advisors, LLC | History | New | 24,926 | 2,205 | 0.01% | — | 563 | +24,926 | New | Q4 2025 | Feb 18, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 24,916 | 2,204 | 0.03% | 0.06% | 564 | -31,312 | -55.69% | Q4 2025 | Feb 02, 2026 |
| Carnegie Investment Counsel | History | Reduced | 24,906 | 2,203 | 0.04% | 0.05% | 565 | -1,539 | -5.82% | Q4 2025 | Jan 23, 2026 |
| Petix & Botte Co | History | Reduced | 24,843 | 2,198 | 0.5% | 0.57% | 566 | -1,960 | -7.31% | Q4 2025 | Feb 05, 2026 |
| CUTLER INVESTMENT COUNSEL LLC | History | Added to | 24,817 | 2,196 | 0.23% | 0.24% | 567 | +231 | 0.94% | Q4 2025 | Feb 12, 2026 |
| VERITY Wealth Advisors | History | Added to | 24,712 | 2,186 | 1.36% | 1.42% | 568 | +113 | 0.46% | Q4 2025 | Jan 07, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 24,600 | 2,176 | 0.01% | 0.01% | 569 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Marble Harbor Investment Counsel, LLC | History | Added to | 24,500 | 2,168 | 0.23% | 0.21% | 570 | +2,600 | 11.87% | Q4 2025 | Feb 06, 2026 |
| Proficio Capital Partners LLC | History | New | 24,320 | 2,152 | 0.15% | — | 571 | +24,320 | New | Q4 2025 | Feb 12, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Added to | 23,985 | 2,139 | 0.03% | 0.03% | 572 | +1,392 | 6.16% | Q4 2025 | Feb 03, 2026 |
| SOUTHERN CAPITAL SERVICES INC /ADV | History | New | 24,142 | 2,136 | 1.35% | — | 573 | +24,142 | New | Q4 2025 | Feb 27, 2026 |
| Pioneer Wealth Management Group | History | Added to | 24,021 | 2,125 | 0.65% | 0.69% | 574 | +633 | 2.71% | Q4 2025 | Jan 12, 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | History | Added to | 23,843 | 2,109 | 0.18% | 0.17% | 575 | +2,548 | 11.97% | Q4 2025 | Jan 15, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 23,634 | 2,091 | 0.03% | 0.02% | 576 | +3,220 | 15.77% | Q4 2025 | Jan 29, 2026 |
| ROCKLAND TRUST CO | History | Added to | 23,556 | 2,084 | 0.08% | 0.08% | 577 | +1,370 | 6.18% | Q4 2025 | Jan 15, 2026 |
| AE Wealth Management LLC | History | Added to | 23,561 | 2,084 | 0.01% | 0.01% | 578 | +311 | 1.34% | Q4 2025 | Jan 26, 2026 |
| Focus Financial Network, Inc. | History | Added to | 23,453 | 2,075 | 0.07% | 0.07% | 579 | +868 | 3.84% | Q4 2025 | Jan 12, 2026 |
| MONTAG A & ASSOCIATES INC | History | Added to | 23,411 | 2,071 | 0.09% | 0.09% | 580 | +964 | 4.29% | Q4 2025 | Feb 02, 2026 |
| Retirement Planning Co of New England, Inc. | History | Reduced | 23,261 | 2,058 | 0.83% | 0.86% | 581 | -246 | -1.05% | Q4 2025 | Jan 28, 2026 |
| Sherman Asset Management, Inc. | History | Added to | 23,144 | 2,048 | 1.73% | 1.69% | 582 | +1,703 | 7.94% | Q4 2025 | Feb 05, 2026 |
| Investment Advisory Group, LLC | History | Added to | 23,133 | 2,047 | 0.53% | 0.57% | 583 | +229 | 1.0% | Q4 2025 | Jan 23, 2026 |
| Wealthcare Capital Partners, LLC | History | Reduced | 23,132 | 2,046 | 0.96% | 1.36% | 584 | -9,264 | -28.6% | Q4 2025 | Jan 14, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 23,105 | 2,044 | 0.02% | 0.03% | 585 | -4,862 | -17.38% | Q4 2025 | Feb 13, 2026 |
| Safe Harbor Fiduciary, LLC | History | New | 22,946 | 2,030 | 1.79% | — | 586 | +22,946 | New | Q4 2025 | Feb 17, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 22,916 | 2,027 | 0.01% | 0.01% | 587 | -1,462 | -6.0% | Q4 2025 | Jan 29, 2026 |
| PENOBSCOT WEALTH MANAGEMENT | History | Added to | 22,878 | 2,024 | 0.63% | 0.63% | 588 | +1,231 | 5.69% | Q4 2025 | Feb 12, 2026 |
| Capital Group Private Client Services, Inc. | History | Reduced | 22,838 | 2,020 | 0.03% | 0.04% | 589 | -5,211 | -18.58% | Q4 2025 | Feb 11, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 21,771 | 2,016 | 0.1% | 0.11% | 590 | -953 | -4.19% | Q4 2025 | Jan 21, 2026 |
| Smithfield Trust Co | History | Reduced | 22,765 | 2,015 | 0.09% | 0.09% | 591 | -217 | -0.94% | Q4 2025 | Feb 09, 2026 |
| ST GERMAIN D J CO INC | History | Reduced | 22,718 | 2,010 | 0.08% | 0.08% | 592 | -415 | -1.79% | Q4 2025 | Jan 29, 2026 |
| Stelac Advisory Services LLC | History | Reduced | 22,679 | 2,006 | 0.71% | 0.81% | 593 | -3,059 | -11.89% | Q4 2025 | Feb 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 22,515 | 1,992 | 0.04% | 0.04% | 594 | +2,907 | 14.83% | Q4 2025 | Feb 09, 2026 |
| Frankly Finances, LLC | History | New | 22,355 | 1,978 | 1.72% | — | 595 | +22,355 | New | Q4 2025 | Jan 26, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 22,325 | 1,975 | 0.04% | 0.05% | 596 | -501 | -2.19% | Q4 2025 | Feb 05, 2026 |
| Noble Wealth Management PBC | History | Reduced | 22,049 | 1,951 | 0.98% | 1.13% | 597 | -1,254 | -5.38% | Q4 2025 | Jan 05, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 21,896 | 1,937 | 0.06% | 0.08% | 598 | -5,403 | -19.79% | Q4 2025 | Feb 13, 2026 |
| Strategic Wealth Advisors LLC | History | New | 21,697 | 1,919 | 1.64% | — | 599 | +21,697 | New | Q4 2025 | Feb 03, 2026 |
| Family CFO Inc | History | Added to | 21,676 | 1,918 | 0.86% | 0.85% | 600 | +1,496 | 7.41% | Q4 2025 | Jan 23, 2026 |
| Retireful, LLC | History | New | 21,491 | 1,917 | 2.4% | — | 601 | +21,491 | New | Q4 2025 | Jan 15, 2026 |
| Sepio Capital, LP | History | Reduced | 21,652 | 1,916 | 0.1% | 0.12% | 602 | -945 | -4.18% | Q4 2025 | Feb 12, 2026 |
| BKM Wealth Management, LLC | History | Added to | 21,570 | 1,908 | 0.7% | 0.68% | 603 | +1,367 | 6.77% | Q4 2025 | Jan 29, 2026 |
| Kovack Advisors, Inc. | History | Added to | 21,514 | 1,903 | 0.09% | 0.11% | 604 | +8,446 | 64.63% | Q4 2025 | Feb 17, 2026 |
| Root Financial Partners, LLC | History | Added to | 21,316 | 1,886 | 0.1% | 0.09% | 605 | +4,860 | 29.53% | Q4 2025 | Feb 10, 2026 |
| Independence Asset Advisors, LLC | History | Reduced | 21,298 | 1,884 | 1.04% | 1.07% | 606 | -6,387 | -23.07% | Q4 2025 | Feb 02, 2026 |
| Shepherd Financial Partners LLC | History | Reduced | 21,274 | 1,882 | 0.17% | 0.2% | 607 | -1,682 | -7.33% | Q4 2025 | Feb 10, 2026 |
| Mill Creek Capital Advisors, LLC | History | Reduced | 21,226 | 1,878 | 0.04% | 0.05% | 608 | -2,950 | -12.2% | Q4 2025 | Feb 13, 2026 |
| YANKCOM Partnership | History | Added to | 21,215 | 1,877 | 0.8% | 0.82% | 609 | +1,227 | 6.14% | Q4 2025 | Jan 20, 2026 |
| Inman Jager Wealth Management, LLC | History | Added to | 21,158 | 1,872 | 1.15% | 1.2% | 610 | +541 | 2.62% | Q4 2025 | Jan 26, 2026 |
| Ascent Wealth Partners, LLC | History | Added to | 21,081 | 1,865 | 0.21% | 0.21% | 611 | +934 | 4.64% | Q4 2025 | Feb 02, 2026 |
| First PREMIER Bank | History | Added to | 21,076 | 1,865 | 0.43% | 0.43% | 612 | +216 | 1.04% | Q4 2025 | Jan 23, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 21,057 | 1,863 | 0.02% | 0.01% | 613 | +251 | 1.21% | Q4 2025 | Jan 05, 2026 |
| NorthCrest Asset Manangement, LLC | History | Reduced | 20,944 | 1,858 | 0.04% | 0.05% | 614 | -329 | -1.55% | Q4 2025 | Jan 08, 2026 |
| MetLife Investment Management, LLC | History | Added to | 20,982 | 1,856 | 0.01% | 0.01% | 615 | +3,300 | 18.66% | Q4 2025 | Feb 12, 2026 |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | History | Reduced | 19,916 | 1,837 | 0.26% | 0.29% | 616 | -256 | -1.27% | Q4 2025 | Feb 11, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | No change | 20,740 | 1,835 | 0.09% | 0.09% | 617 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Westwind Capital | History | Added to | 20,624 | 1,825 | 0.37% | 0.34% | 618 | +3,044 | 17.32% | Q4 2025 | Jan 09, 2026 |
| TCI Wealth Advisors, Inc. | History | Added to | 20,482 | 1,812 | 0.1% | 0.1% | 619 | +1,352 | 7.07% | Q4 2025 | Feb 02, 2026 |
| INVESTMENT PARTNERS, LTD. | History | Added to | 20,467 | 1,811 | 0.63% | 0.66% | 620 | +1 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Added to | 20,410 | 1,806 | 0.1% | 0.09% | 621 | +1,202 | 6.26% | Q4 2025 | Feb 11, 2026 |
| Breakwater Investment Management | History | Reduced | 20,403 | 1,805 | 0.65% | 0.75% | 622 | -1,780 | -8.02% | Q4 2025 | Feb 02, 2026 |
| CGN Advisors LLC | History | Added to | 20,375 | 1,802 | 0.14% | 0.14% | 623 | +1,302 | 6.83% | Q4 2025 | Jan 05, 2026 |
| Etesian Wealth Advisors, Inc. | History | Reduced | 20,325 | 1,798 | 0.56% | 0.66% | 624 | -1,701 | -7.72% | Q4 2025 | Feb 11, 2026 |
| HALL CAPITAL MANAGEMENT CO INC | History | Added to | 20,312 | 1,797 | 0.69% | 0.71% | 625 | +546 | 2.76% | Q4 2025 | Feb 17, 2026 |
| Prime Buchholz LLC | History | Added to | 20,265 | 1,793 | 1.06% | 1.02% | 626 | +12 | 0.06% | Q4 2025 | Feb 11, 2026 |
| BOSTON FAMILY OFFICE LLC | History | Added to | 20,234 | 1,790 | 0.11% | 0.11% | 627 | +1,318 | 6.97% | Q4 2025 | Feb 13, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 20,120 | 1,780 | 0.02% | 0.02% | 628 | +4,231 | 26.63% | Q4 2025 | Jan 29, 2026 |
| CAMELOT TECHNOLOGY ADVISORS, INC. | History | Reduced | 20,118 | 1,780 | 1.32% | 1.46% | 629 | -67 | -0.33% | Q4 2025 | Jan 14, 2026 |
| CORDA Investment Management, LLC. | History | New | 20,110 | 1,779 | 0.13% | — | 631 | +20,110 | New | Q4 2025 | Feb 03, 2026 |
| Flaharty Asset Management, LLC | History | Added to | 20,106 | 1,779 | 0.22% | 0.21% | 632 | +1,771 | 9.66% | Q4 2025 | Feb 06, 2026 |
| Ifrah Financial Services, Inc. | History | Reduced | 20,105 | 1,779 | 0.46% | 0.48% | 630 | -186 | -0.92% | Q4 2025 | Jan 22, 2026 |
| Aspen Investment Management Inc | History | Reduced | 20,098 | 1,778 | 0.54% | 1.31% | 633 | -17,082 | -45.94% | Q4 2025 | Feb 06, 2026 |
| Hutchens & Kramer Investment Management Group, LLC | History | Added to | 20,049 | 1,774 | 0.61% | 0.42% | 634 | +8,495 | 73.52% | Q4 2025 | Jan 08, 2026 |
| Opus Financial Solutions LLC | History | New | 20,047 | 1,773 | 1.67% | — | 635 | +20,047 | New | Q4 2025 | Feb 17, 2026 |
| REGIONS FINANCIAL CORP | History | New | 19,963 | 1,766 | 0.01% | — | 636 | +19,963 | New | Q4 2025 | Jan 27, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | Reduced | 19,929 | 1,764 | 0.28% | 0.33% | 637 | -2,305 | -10.37% | Q4 2025 | Jan 08, 2026 |
| GC Wealth Management RIA, LLC | History | Reduced | 19,848 | 1,756 | 0.06% | 0.07% | 638 | -3,606 | -15.37% | Q4 2025 | Jan 30, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 19,829 | 1,754 | 0.01% | 0.02% | 639 | -5,392 | -21.38% | Q4 2025 | Feb 17, 2026 |
| Brooklyn FI, LLC | History | Reduced | 19,777 | 1,750 | 0.37% | 0.54% | 640 | -6,673 | -25.23% | Q4 2025 | Jan 21, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | Reduced | 19,640 | 1,737 | 0.59% | 0.68% | 641 | -1,111 | -5.35% | Q4 2025 | Jan 20, 2026 |
| Aquire Wealth Advisors, LLC | History | Reduced | 19,462 | 1,722 | 0.45% | 0.5% | 642 | -2,579 | -11.7% | Q4 2025 | Jan 07, 2026 |
| Gradient Capital Advisors, LLC | History | Added to | 19,401 | 1,716 | 0.44% | 0.43% | 643 | +1,742 | 9.86% | Q4 2025 | Feb 06, 2026 |
| Motley Fool Wealth Management, LLC | History | Added to | 19,182 | 1,697 | 0.13% | 0.06% | 644 | +9,159 | 91.38% | Q4 2025 | Feb 11, 2026 |
| Orion Capital Management LLC | History | Added to | 19,099 | 1,690 | 0.57% | 0.59% | 645 | +464 | 2.49% | Q4 2025 | Feb 03, 2026 |
| Samalin Investment Counsel, LLC | History | Added to | 18,991 | 1,680 | 0.6% | 0.58% | 646 | +645 | 3.52% | Q4 2025 | Jan 30, 2026 |
| NBT BANK N A /NY | History | Reduced | 17,691 | 1,678 | 0.11% | 0.11% | 647 | -35 | -0.2% | Q4 2025 | Jan 23, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 18,961 | 1,677 | 0.0% | 0.0% | 648 | +5,002 | 35.83% | Q4 2025 | Feb 17, 2026 |
| Simmons Bank | History | Reduced | 18,961 | 1,677 | 0.11% | 0.12% | 649 | -153 | -0.8% | Q4 2025 | Feb 05, 2026 |
| River Street Advisors LLC | History | Reduced | 18,881 | 1,670 | 0.63% | 0.82% | 650 | -4,353 | -18.74% | Q4 2025 | Jan 26, 2026 |
| Roundview Capital LLC | History | Added to | 18,851 | 1,668 | 0.1% | 0.09% | 651 | +2,999 | 18.92% | Q4 2025 | Feb 09, 2026 |
| Field & Main Bank | History | Added to | 18,809 | 1,664 | 0.48% | 0.5% | 652 | +160 | 0.86% | Q4 2025 | Jan 28, 2026 |
| MGO Private Wealth, LLC | History | Added to | 18,731 | 1,657 | 1.03% | 0.64% | 653 | +7,122 | 61.35% | Q4 2025 | Feb 10, 2026 |
| Vivaldi Capital Management LP | History | Added to | 18,722 | 1,656 | 0.23% | 0.23% | 654 | +808 | 4.51% | Q4 2025 | Feb 13, 2026 |
| Covenant Asset Management, LLC | History | Added to | 18,682 | 1,653 | 0.2% | 0.19% | 655 | +38 | 0.2% | Q4 2025 | Jan 30, 2026 |
| AlphaCore Capital LLC | History | Added to | 18,622 | 1,647 | 0.04% | 0.06% | 656 | +2 | 0.01% | Q4 2025 | Feb 05, 2026 |
| First Financial Bank - Trust Division | History | Reduced | 18,599 | 1,645 | 0.14% | 0.15% | 657 | -611 | -3.18% | Q4 2025 | Jan 02, 2026 |
| SOUTH PLAINS FINANCIAL, INC. | History | Reduced | 18,585 | 1,644 | 0.98% | 1.06% | 658 | -30 | -0.16% | Q4 2025 | Feb 13, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Reduced | 18,544 | 1,640 | 0.02% | 0.02% | 659 | -11 | -0.06% | Q4 2025 | Jan 22, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Reduced | 18,525 | 1,639 | 0.08% | 0.12% | 660 | -5,183 | -21.86% | Q4 2025 | Jan 12, 2026 |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | History | Added to | 18,515 | 1,638 | 0.34% | 0.32% | 661 | +2,227 | 13.67% | Q4 2025 | Feb 09, 2026 |
| Vermillion Wealth Management, Inc. | History | Added to | 18,241 | 1,614 | 0.66% | 0.43% | 662 | +681 | 3.88% | Q4 2025 | Feb 11, 2026 |
| Value Investment Professionals, LLC | History | New | 18,196 | 1,610 | 1.69% | — | 663 | +18,196 | New | Q4 2025 | Feb 11, 2026 |
| Montecito Bank & Trust | History | Reduced | 18,144 | 1,605 | 0.26% | 0.26% | 664 | -414 | -2.23% | Q4 2025 | Jan 09, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Added to | 18,018 | 1,594 | 0.11% | 0.11% | 665 | +441 | 2.51% | Q4 2025 | Feb 12, 2026 |
| IFG Advisory, LLC | History | Added to | 17,930 | 1,586 | 0.07% | 0.07% | 667 | +1,095 | 6.5% | Q4 2025 | Feb 10, 2026 |
| CITY HOLDING CO | History | Reduced | 17,924 | 1,586 | 0.2% | 0.21% | 666 | -155 | -0.86% | Q4 2025 | Jan 22, 2026 |
| Austin Wealth Management, LLC | History | Reduced | 17,769 | 1,586 | 0.23% | 0.26% | 668 | -12 | -0.07% | Q4 2025 | Jan 26, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Reduced | 17,888 | 1,582 | 0.07% | 0.08% | 669 | -2,196 | -10.93% | Q4 2025 | Feb 09, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 17,834 | 1,578 | 0.0% | 0.0% | 670 | +7,684 | 75.7% | Q4 2025 | Feb 05, 2026 |
| Prospect Financial Group LLC | History | Added to | 17,821 | 1,576 | 1.47% | 1.55% | 671 | +426 | 2.45% | Q4 2025 | Feb 10, 2026 |
| Composition Wealth, LLC | History | Added to | 17,733 | 1,569 | 0.02% | 0.02% | 672 | +4,656 | 35.6% | Q4 2025 | Feb 02, 2026 |
| Alpine Bank Wealth Management | History | Reduced | 17,650 | 1,561 | 0.22% | 0.24% | 673 | -885 | -4.77% | Q4 2025 | Jan 15, 2026 |
| Squarepoint Ops LLC | History | Reduced | 17,500 | 1,548 | 0.0% | 0.0% | 674 | -10,300 | -37.05% | Q4 2025 | Feb 13, 2026 |
| Novak & Powell Financial Services, Inc. | History | Reduced | 17,385 | 1,538 | 0.8% | 0.84% | 675 | -48 | -0.28% | Q4 2025 | Feb 10, 2026 |
| Tortoise Investment Management, LLC | History | Added to | 17,355 | 1,535 | 0.13% | 0.13% | 676 | +804 | 4.86% | Q4 2025 | Feb 06, 2026 |
| Burton Enright Welch | History | Reduced | 17,347 | 1,535 | 0.22% | 0.24% | 677 | -311 | -1.76% | Q4 2025 | Feb 13, 2026 |
| Slow Capital, Inc. | History | Added to | 17,279 | 1,529 | 0.18% | 0.18% | 678 | +948 | 5.8% | Q4 2025 | Jan 26, 2026 |
| Rockbridge Investment Management, LCC | History | Reduced | 17,238 | 1,525 | 0.14% | 0.16% | 679 | -399 | -2.26% | Q4 2025 | Feb 04, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 17,157 | 1,518 | 0.03% | 0.01% | 680 | +12,394 | 260.21% | Q4 2025 | Feb 17, 2026 |
| Palisades Hudson Asset Management, L.P. | History | Reduced | 17,132 | 1,516 | 0.59% | 0.82% | 681 | -7,644 | -30.85% | Q4 2025 | Jan 30, 2026 |
| St. Louis Trust Co | History | No change | 17,133 | 1,516 | 0.17% | 0.2% | 682 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Sierra Capital LLC | History | Added to | 17,061 | 1,510 | 0.16% | 0.17% | 683 | +3 | 0.02% | Q4 2025 | Feb 18, 2026 |
| Box Hill Private Wealth LLC | History | New | 16,980 | 1,502 | 1.52% | — | 685 | +16,980 | New | Q4 2025 | Feb 09, 2026 |
| Beaird Harris Wealth Management, LLC | History | Reduced | 16,982 | 1,502 | 0.1% | 0.14% | 684 | -5,193 | -23.42% | Q4 2025 | Feb 23, 2026 |
| CWA Asset Management Group, LLC | History | Reduced | 16,956 | 1,500 | 0.05% | 0.07% | 686 | -2,475 | -12.74% | Q4 2025 | Jan 07, 2026 |
| RETIREMENT FINANCIAL SOLUTIONS, LLC | History | Added to | 16,940 | 1,499 | 0.44% | 0.21% | 687 | +9,618 | 131.36% | Q4 2025 | Feb 13, 2026 |
| TI-TRUST, INC | History | Added to | 16,930 | 1,498 | 0.92% | 0.97% | 688 | +38 | 0.22% | Q4 2025 | Jan 23, 2026 |
| Valeo Financial Advisors, LLC | History | Reduced | 16,903 | 1,495 | 0.03% | 0.04% | 689 | -256 | -1.49% | Q4 2025 | Feb 04, 2026 |
| Lutz Financial Services LLC | History | Reduced | 16,813 | 1,487 | 0.1% | 0.11% | 690 | -35 | -0.21% | Q4 2025 | Feb 06, 2026 |
| Five Pine Wealth Management | History | Added to | 16,790 | 1,485 | 0.95% | 0.81% | 691 | +3,640 | 27.68% | Q4 2025 | Jan 21, 2026 |
| NerdWallet Wealth Partners, LLC | History | Added to | 16,778 | 1,484 | 0.67% | 0.75% | 692 | +71 | 0.42% | Q4 2025 | Jan 13, 2026 |
| GLOBALT Investments LLC / GA | History | No change | 16,750 | 1,482 | 0.05% | 0.06% | 693 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| 1834 INVESTMENT ADVISORS CO | History | No change | 16,723 | 1,479 | 0.19% | 0.19% | 694 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| OneAscent Financial Services LLC | History | Added to | 16,683 | 1,476 | 0.14% | 0.15% | 696 | +3,157 | 23.34% | Q4 2025 | Feb 11, 2026 |
| Joel Isaacson & Co., LLC | History | Added to | 16,690 | 1,476 | 0.05% | 0.05% | 695 | +659 | 4.11% | Q4 2025 | Jan 30, 2026 |
| FLAGSTAR ADVISORS INC | History | Reduced | 16,608 | 1,469 | 0.49% | 0.56% | 697 | -3,292 | -16.54% | Q4 2025 | Jan 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 16,590 | 1,467 | 0.01% | 0.0% | 698 | +5,790 | 53.61% | Q4 2025 | Feb 12, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Reduced | 16,283 | 1,466 | 0.07% | 0.09% | 699 | -1,099 | -6.32% | Q4 2025 | Feb 03, 2026 |
| Gryphon Financial Partners LLC | History | Reduced | 16,455 | 1,456 | 0.16% | 0.2% | 700 | -2,855 | -14.79% | Q4 2025 | Jan 08, 2026 |
| HANOVER ADVISORS INC | History | Reduced | 16,445 | 1,455 | 0.56% | 0.59% | 701 | -204 | -1.23% | Q4 2025 | Feb 17, 2026 |
| EPIQ PARTNERS, LLC | History | New | 16,396 | 1,450 | 0.68% | — | 703 | +16,396 | New | Q4 2025 | Jan 07, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Added to | 16,387 | 1,450 | 0.08% | 0.08% | 702 | +1,860 | 12.8% | Q4 2025 | Jan 13, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 16,382 | 1,449 | 0.2% | — | 704 | +16,382 | New | Q4 2025 | Feb 17, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 16,358 | 1,447 | 0.08% | 0.1% | 705 | -2,588 | -13.66% | Q4 2025 | Feb 05, 2026 |
| North Berkeley Wealth Management, LLC | History | Reduced | 16,338 | 1,445 | 0.85% | 1.19% | 706 | -109 | -0.66% | Q4 2025 | Feb 10, 2026 |
| Choate Investment Advisors | History | Reduced | 16,311 | 1,443 | 0.03% | 0.04% | 707 | -4,207 | -20.5% | Q4 2025 | Feb 09, 2026 |
| OpenArc Corporate Advisory, LLC | History | New | 16,262 | 1,439 | 0.02% | — | 708 | +16,262 | New | Q4 2025 | Feb 13, 2026 |
| Institute for Wealth Management, LLC. | History | Added to | 16,246 | 1,437 | 0.15% | 0.15% | 709 | +454 | 2.87% | Q4 2025 | Jan 27, 2026 |
| Mount Lucas Management LP | History | Added to | 16,234 | 1,436 | 0.57% | 0.58% | 711 | +659 | 4.23% | Q4 2025 | Feb 05, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | Reduced | 16,235 | 1,436 | 0.09% | 0.1% | 710 | -460 | -2.76% | Q4 2025 | Feb 17, 2026 |
| Verde Capital Management | History | Added to | 16,222 | 1,435 | 0.31% | 0.3% | 712 | +1,184 | 7.87% | Q4 2025 | Feb 06, 2026 |
| FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | History | Reduced | 16,213 | 1,434 | 0.26% | 0.28% | 713 | -202 | -1.23% | Q4 2025 | Jan 29, 2026 |
| KIRTLAND HILLS CAPITAL MANAGEMENT, LLC | History | Added to | 16,196 | 1,433 | 0.5% | 0.39% | 714 | +5,497 | 51.38% | Q4 2025 | Feb 13, 2026 |
| Cooke Wealth Management, LLC | History | New | 15,676 | 1,424 | 1.24% | — | 715 | +15,676 | New | Q4 2025 | Jan 21, 2026 |
| Garner Asset Management Corp | History | Added to | 16,059 | 1,421 | 0.55% | 0.35% | 716 | +6,545 | 68.79% | Q4 2025 | Feb 03, 2026 |
| Litman Gregory Wealth Management LLC | History | Reduced | 16,011 | 1,416 | 0.1% | 0.11% | 717 | -109 | -0.68% | Q4 2025 | Feb 12, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 15,990 | 1,414 | 0.08% | 0.08% | 718 | +844 | 5.57% | Q4 2025 | Feb 10, 2026 |
| Centennial Bank/AR/ | History | Reduced | 15,892 | 1,406 | 0.56% | 0.58% | 719 | -150 | -0.94% | Q4 2025 | Feb 17, 2026 |
| PLIMOTH TRUST CO LLC | History | Reduced | 15,854 | 1,402 | 0.31% | 0.56% | 720 | -11,396 | -41.82% | Q4 2025 | Jan 27, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | History | Added to | 15,823 | 1,400 | 0.22% | 0.2% | 721 | +3,623 | 29.7% | Q4 2025 | Feb 03, 2026 |
| Graetz Wealth LLC | History | New | 15,789 | 1,397 | 1.27% | — | 722 | +15,789 | New | Q4 2025 | Feb 12, 2026 |
| Dunhill Financial, LLC | History | Reduced | 15,755 | 1,394 | 0.34% | 0.38% | 723 | -25 | -0.16% | Q4 2025 | Jan 29, 2026 |
| Prospera Financial Services Inc | History | Reduced | 15,708 | 1,392 | 0.02% | 0.03% | 724 | -1,585 | -9.17% | Q4 2025 | Feb 09, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Added to | 15,690 | 1,388 | 0.08% | 0.08% | 725 | +1,007 | 6.86% | Q4 2025 | Jan 15, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 15,656 | 1,385 | 0.01% | 0.01% | 726 | +5,969 | 61.62% | Q4 2025 | Feb 13, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 15,626 | 1,382 | 0.08% | 0.03% | 727 | +9,391 | 150.62% | Q4 2025 | Jan 20, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 15,533 | 1,374 | 0.04% | 0.04% | 728 | -377 | -2.37% | Q4 2025 | Feb 17, 2026 |
| Creegan & Nassoura Financial Group, LLC | History | New | 15,370 | 1,360 | 0.88% | — | 730 | +15,370 | New | Q4 2025 | Feb 17, 2026 |
| FINANCIAL COUNSELORS INC | History | Reduced | 15,369 | 1,360 | 1.89% | 1.9% | 729 | -223 | -1.43% | Q4 2025 | Feb 03, 2026 |
| Integris Wealth Management, LLC | History | Reduced | 15,334 | 1,356 | 0.31% | 0.34% | 731 | -11 | -0.07% | Q4 2025 | Jan 21, 2026 |
| North Star Investment Management Corp. | History | Added to | 15,276 | 1,351 | 0.08% | 0.08% | 732 | +1,416 | 10.22% | Q4 2025 | Jan 30, 2026 |
| FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC | History | Reduced | 15,262 | 1,350 | 0.14% | 0.15% | 733 | -451 | -2.87% | Q4 2025 | Jan 30, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 15,241 | 1,348 | 0.02% | 0.03% | 734 | +2,391 | 18.61% | Q4 2025 | Feb 09, 2026 |
| One Wealth Map LLC | History | Added to | 14,918 | 1,340 | 0.68% | 0.61% | 735 | +2,116 | 16.53% | Q4 2025 | Feb 04, 2026 |
| Briggs Wealth Management, Inc | History | New | 15,118 | 1,337 | 1.44% | — | 736 | +15,118 | New | Q4 2025 | Feb 19, 2026 |
| Lester Murray Antman dba SimplyRich | History | No change | 15,082 | 1,334 | 0.35% | 0.37% | 737 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| William Howard & Co Financial Advisors Inc | History | Added to | 15,054 | 1,332 | 1.12% | 1.17% | 738 | +58 | 0.39% | Q4 2025 | Jan 21, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Reduced | 14,999 | 1,327 | 0.06% | 0.13% | 740 | -5,038 | -25.14% | Q4 2025 | Feb 12, 2026 |
| NBC SECURITIES, INC. | History | Added to | 15,005 | 1,327 | 0.1% | 0.09% | 739 | +2,564 | 20.61% | Q4 2025 | Jan 29, 2026 |
| Mystic Asset Management, Inc. | History | Added to | 14,983 | 1,325 | 0.3% | 0.31% | 741 | +3 | 0.02% | Q4 2025 | Jan 28, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 14,918 | 1,320 | 0.07% | 0.08% | 742 | +1,353 | 9.97% | Q4 2025 | Jan 26, 2026 |
| Fund Evaluation Group, LLC | History | Reduced | 14,861 | 1,315 | 0.04% | 0.08% | 743 | -8,414 | -36.15% | Q4 2025 | Feb 11, 2026 |
| CRA Financial Services, LLC | History | Reduced | 14,727 | 1,303 | 0.17% | 0.19% | 744 | -568 | -3.71% | Q4 2025 | Jan 16, 2026 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | History | Added to | 14,725 | 1,303 | 0.29% | 0.32% | 745 | +6 | 0.04% | Q4 2025 | Jan 12, 2026 |
| Rossmore Private Capital | History | Added to | 14,560 | 1,288 | 0.11% | 0.14% | 746 | +9 | 0.06% | Q4 2025 | Feb 05, 2026 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | History | Reduced | 14,523 | 1,285 | 0.64% | 0.71% | 747 | -1,108 | -7.09% | Q4 2025 | Jan 30, 2026 |
| Beaumont Financial Advisors, LLC | History | Reduced | 14,436 | 1,277 | 0.08% | 0.1% | 748 | -1,534 | -9.61% | Q4 2025 | Jan 16, 2026 |
| Coordinated Financial Services, Inc. | History | Added to | 14,418 | 1,275 | 0.73% | 0.84% | 749 | +37 | 0.26% | Q4 2025 | Feb 09, 2026 |
| Telos Capital Management, Inc. | History | Added to | 14,398 | 1,274 | 0.12% | 0.12% | 750 | +133 | 0.93% | Q4 2025 | Jan 22, 2026 |
| FIRST MERCHANTS CORP | History | Reduced | 14,351 | 1,269 | 0.05% | 0.06% | 751 | -1,664 | -10.39% | Q4 2025 | Jan 12, 2026 |
| HOWARD WEALTH MANAGEMENT, LLC | History | Added to | 14,296 | 1,265 | 0.55% | 0.6% | 752 | +100 | 0.7% | Q4 2025 | Jan 29, 2026 |
| Willis Johnson & Associates, Inc. | History | Added to | 14,241 | 1,260 | 0.08% | 0.08% | 753 | +337 | 2.42% | Q4 2025 | Jan 22, 2026 |
| DT Investment Partners, LLC | History | Reduced | 14,223 | 1,258 | 0.1% | 0.12% | 754 | -1,550 | -9.83% | Q4 2025 | Feb 10, 2026 |
| Stokes Family Office, LLC | History | Reduced | 14,170 | 1,253 | 0.11% | 0.15% | 755 | -3,567 | -20.11% | Q4 2025 | Feb 18, 2026 |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | History | Added to | 14,142 | 1,251 | 0.02% | 0.02% | 756 | +600 | 4.43% | Q4 2025 | Feb 12, 2026 |
| Roof Eidam Maycock Peralta, LLC | History | Added to | 14,091 | 1,246 | 0.28% | 0.3% | 757 | +513 | 3.78% | Q4 2025 | Jan 26, 2026 |
| VANGUARD GROUP INC | History | Reduced | 14,060 | 1,244 | 0.0% | 0.0% | 758 | -3,611 | -20.43% | Q4 2025 | Jan 29, 2026 |
| DOPKINS WEALTH MANAGEMENT, LLC | History | Added to | 14,031 | 1,241 | 0.51% | 0.45% | 759 | +2,459 | 21.25% | Q4 2025 | Jan 09, 2026 |
| Foster Group, Inc. | History | Added to | 13,984 | 1,237 | 0.04% | 0.03% | 760 | +4,754 | 51.51% | Q4 2025 | Jan 12, 2026 |
| SWEENEY & MICHEL, LLC | History | Added to | 13,255 | 1,237 | 0.37% | 0.37% | 761 | +648 | 5.14% | Q4 2025 | Feb 13, 2026 |
| Westside Investment Management, Inc. | History | Added to | 13,957 | 1,235 | 0.2% | 0.16% | 762 | +2,693 | 23.91% | Q4 2025 | Jan 23, 2026 |
| Sovran Advisors, LLC | History | Reduced | 13,472 | 1,232 | 0.1% | 0.11% | 765 | -741 | -5.21% | Q4 2025 | Jan 20, 2026 |
| WESBANCO BANK INC | History | Reduced | 13,928 | 1,232 | 0.03% | 0.04% | 763 | -320 | -2.25% | Q4 2025 | Feb 03, 2026 |
| Nordwand Advisors, LLC | History | No change | 13,933 | 1,232 | 0.22% | 0.2% | 764 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Fifth Third Wealth Advisors LLC | History | Reduced | 13,878 | 1,228 | 0.04% | 0.05% | 766 | -259 | -1.83% | Q4 2025 | Jan 15, 2026 |
| NORTH DALLAS BANK & TRUST CO | History | New | 13,865 | 1,226 | 0.8% | — | 768 | +13,865 | New | Q4 2025 | Feb 11, 2026 |
| New Republic Capital, LLC | History | Added to | 13,859 | 1,226 | 0.33% | 0.23% | 767 | +5,635 | 68.52% | Q4 2025 | Feb 10, 2026 |
| Precision Wealth Strategies, LLC | History | Reduced | 13,833 | 1,224 | 0.4% | 0.45% | 769 | -1,406 | -9.23% | Q4 2025 | Jan 30, 2026 |
| Vernal Point Advisors, LLC | History | No change | 13,805 | 1,221 | 0.5% | 0.54% | 770 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| PEDDOCK CAPITAL ADVISORS, LLC | History | New | 13,798 | 1,220 | 0.26% | — | 771 | +13,798 | New | Q4 2025 | Jan 21, 2026 |
| Physician Wealth Advisors, Inc. | History | Reduced | 13,773 | 1,218 | 0.17% | 0.18% | 772 | -281 | -2.0% | Q4 2025 | Jan 29, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 13,744 | 1,216 | 0.0% | 0.0% | 773 | -40,742 | -74.78% | Q4 2025 | Feb 11, 2026 |
| Cambria Investment Management, L.P. | History | New | 13,746 | 1,216 | 0.07% | — | 774 | +13,746 | New | Q4 2025 | Feb 17, 2026 |
| Sincerus Advisory, LLC | History | Reduced | 13,682 | 1,210 | 0.97% | 1.09% | 775 | -204 | -1.47% | Q4 2025 | Jan 08, 2026 |
| Larson Financial Group LLC | History | Added to | 13,636 | 1,206 | 0.04% | 0.04% | 776 | +1,226 | 9.88% | Q4 2025 | Feb 06, 2026 |
| Robinson Value Management, Ltd. | History | Reduced | 13,513 | 1,195 | 0.65% | 0.72% | 777 | -54 | -0.4% | Q4 2025 | Jan 12, 2026 |
| Walkner Condon Financial Advisors LLC | History | Added to | 13,507 | 1,194 | 0.17% | 0.19% | 778 | +601 | 4.66% | Q4 2025 | Jan 21, 2026 |
| Fi3 FINANCIAL ADVISORS, LLC | History | Reduced | 13,449 | 1,190 | 0.36% | 0.42% | 779 | -135 | -0.99% | Q4 2025 | Feb 06, 2026 |
| THOMPSON SIEGEL & WALMSLEY LLC | History | Reduced | 13,327 | 1,179 | 0.02% | 0.02% | 780 | -1,828 | -12.06% | Q4 2025 | Feb 10, 2026 |
| Acropolis Investment Management, LLC | History | Reduced | 13,298 | 1,176 | 0.05% | 0.06% | 781 | -1,012 | -7.07% | Q4 2025 | Jan 14, 2026 |
| Newport Capital Group, LLC | History | Added to | 13,175 | 1,165 | 0.71% | 0.67% | 782 | +1,436 | 12.23% | Q4 2025 | Feb 13, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 13,110 | 1,160 | 0.04% | 0.04% | 783 | +1,168 | 9.78% | Q4 2025 | Feb 13, 2026 |
| Hershey Financial Advisers, LLC | History | Reduced | 13,116 | 1,160 | 0.98% | 1.06% | 784 | -470 | -3.46% | Q4 2025 | Feb 18, 2026 |
| LCW Services, LLC | History | New | 13,071 | 1,156 | 0.62% | — | 785 | +13,071 | New | Q4 2025 | Feb 11, 2026 |
| Jacobi Capital Management LLC | History | Reduced | 13,046 | 1,154 | 0.07% | 0.15% | 786 | -13,601 | -51.04% | Q4 2025 | Feb 13, 2026 |
| SAPIENT CAPITAL LLC | History | New | 12,919 | 1,152 | 0.02% | — | 787 | +12,919 | New | Q4 2025 | Feb 05, 2026 |
| Texas Bank & Trust Co | History | Added to | 13,014 | 1,151 | 0.42% | 0.45% | 788 | +50 | 0.39% | Q4 2025 | Feb 06, 2026 |
| Visionary Wealth Advisors | History | Reduced | 12,949 | 1,145 | 0.05% | 0.06% | 789 | -344 | -2.59% | Q4 2025 | Feb 13, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | New | 12,900 | 1,141 | 0.14% | — | 790 | +12,900 | New | Q4 2025 | Jan 27, 2026 |
| Hudson Oak Wealth Advisory LLC | History | New | 12,851 | 1,137 | 1.0% | — | 791 | +12,851 | New | Q4 2025 | Jan 23, 2026 |
| Integrity Wealth Solutions LLC | History | Added to | 12,828 | 1,135 | 0.45% | 0.5% | 792 | +625 | 5.12% | Q4 2025 | Feb 02, 2026 |
| RED REEF ADVISORS LLC | History | New | 12,820 | 1,134 | 1.15% | — | 793 | +12,820 | New | Q4 2025 | Apr 08, 2026 |
| Endowment Wealth Management, Inc. | History | Added to | 12,795 | 1,132 | 0.52% | 0.5% | 794 | +690 | 5.7% | Q4 2025 | Feb 09, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 12,724 | 1,125 | 0.01% | 0.01% | 795 | -1,791 | -12.34% | Q4 2025 | Feb 12, 2026 |
| SouthState Bank Corp | History | Added to | 12,670 | 1,121 | 0.05% | 0.01% | 796 | +10,452 | 471.24% | Q4 2025 | Feb 11, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 12,676 | 1,121 | 0.02% | 0.02% | 797 | -267 | -2.06% | Q4 2025 | Jan 22, 2026 |
| Crews Bank & Trust | History | Reduced | 12,631 | 1,117 | 0.16% | 0.23% | 799 | -4,631 | -26.83% | Q4 2025 | Jan 21, 2026 |
| General Partner, Inc. | History | No change | 12,632 | 1,117 | 0.63% | 0.64% | 798 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| L.K. Benson & Company, P.C. | History | Reduced | 12,623 | 1,116 | 0.56% | 0.68% | 800 | -1,237 | -8.92% | Q4 2025 | Feb 06, 2026 |
| Madden Advisory Services, Inc. | History | Reduced | 12,567 | 1,112 | 0.45% | 0.45% | 801 | -19 | -0.15% | Q4 2025 | Feb 11, 2026 |
| RTD Financial Advisors, Inc. | History | Reduced | 12,549 | 1,110 | 0.14% | 0.4% | 802 | -23,416 | -65.11% | Q4 2025 | Jan 27, 2026 |
| PATTON ALBERTSON MILLER GROUP, LLC | History | Added to | 12,528 | 1,108 | 0.13% | 0.05% | 803 | +8,378 | 201.88% | Q4 2025 | Feb 03, 2026 |
| NWF Advisory Services Inc. | History | Added to | 12,531 | 1,108 | 0.12% | 0.12% | 804 | +212 | 1.72% | Q4 2025 | Mar 03, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 11,931 | 1,105 | 0.03% | 0.03% | 806 | +718 | 6.4% | Q4 2025 | Jan 23, 2026 |
| DBK Financial Counsel, LLC | History | Added to | 12,490 | 1,105 | 0.85% | 0.92% | 805 | +485 | 4.04% | Q4 2025 | Jan 26, 2026 |
| Facet Wealth, Inc. | History | Added to | 12,347 | 1,104 | 0.02% | 0.01% | 807 | +6,154 | 99.37% | Q4 2025 | Jan 29, 2026 |
| Argent Trust Co | History | Reduced | 12,467 | 1,103 | 0.04% | 0.04% | 808 | -454 | -3.51% | Q4 2025 | Feb 10, 2026 |
| Windsor Capital Management, LLC | History | Reduced | 12,425 | 1,099 | 0.3% | 0.32% | 809 | -295 | -2.32% | Q4 2025 | Jan 15, 2026 |
| Donalies Financial Planning, LLC | History | New | 12,411 | 1,098 | 0.93% | — | 810 | +12,411 | New | Q4 2025 | Feb 17, 2026 |
| Dogwood Wealth Management LLC | History | Reduced | 12,395 | 1,096 | 0.48% | 0.52% | 811 | -25 | -0.2% | Q4 2025 | Feb 04, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | Reduced | 12,326 | 1,090 | 0.08% | 0.08% | 812 | -181 | -1.45% | Q4 2025 | Jan 14, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 12,285 | 1,086 | 0.01% | 0.0% | 813 | +6,147 | 100.15% | Q4 2025 | Jan 27, 2026 |
| WARNER FINANCIAL, INC | History | Added to | 12,258 | 1,085 | 0.38% | 0.41% | 814 | +129 | 1.06% | Q4 2025 | Jan 21, 2026 |
| SeaCrest Wealth Management, LLC | History | Added to | 12,247 | 1,083 | 0.11% | 0.12% | 815 | +48 | 0.39% | Q4 2025 | Jan 12, 2026 |
| Wealth Dimensions Group, Ltd. | History | Reduced | 12,238 | 1,082 | 0.21% | 0.24% | 817 | -717 | -5.53% | Q4 2025 | Feb 13, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 12,231 | 1,082 | 0.04% | 0.05% | 816 | -627 | -4.88% | Q4 2025 | Feb 04, 2026 |
| Curran Financial Partners, LLC | History | Added to | 12,201 | 1,079 | 0.2% | 0.22% | 819 | +59 | 0.49% | Q4 2025 | Jan 22, 2026 |
| FIRST HORIZON CORP | History | No change | 12,200 | 1,079 | 0.05% | 0.05% | 818 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Kassira Wealth Management LLC | History | Added to | 12,120 | 1,072 | 1.02% | 0.79% | 820 | +3,134 | 34.88% | Q4 2025 | Feb 03, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Reduced | 12,094 | 1,070 | 0.24% | 0.27% | 822 | -27 | -0.22% | Q4 2025 | Jan 09, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | Reduced | 12,099 | 1,070 | 0.16% | 0.18% | 821 | -3 | -0.02% | Q4 2025 | Jan 12, 2026 |
| NESTEGG ADVISORS, INC. | History | Added to | 12,066 | 1,067 | 0.91% | 0.97% | 823 | +112 | 0.94% | Q4 2025 | Jan 21, 2026 |
| Magnus Financial Group LLC | History | Reduced | 12,036 | 1,065 | 0.08% | 0.1% | 824 | -1,655 | -12.09% | Q4 2025 | Jan 07, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Added to | 12,028 | 1,064 | 0.02% | 0.01% | 825 | +3,499 | 41.02% | Q4 2025 | Feb 09, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 12,031 | 1,064 | 0.02% | 0.02% | 826 | +87 | 0.73% | Q4 2025 | Jan 23, 2026 |
| ARKANSAS FINANCIAL GROUP, INC. | History | Added to | 12,012 | 1,062 | 0.15% | 0.16% | 827 | +1 | 0.01% | Q4 2025 | Jan 28, 2026 |
| United Community Bank | History | Reduced | 11,928 | 1,055 | 0.4% | 0.35% | 828 | -478 | -3.85% | Q4 2025 | Jan 30, 2026 |
| Meramec Financial Planners, LLC | History | New | 11,426 | 1,054 | 0.41% | — | 829 | +11,426 | New | Q4 2025 | Feb 10, 2026 |
| Tranquilli Financial Advisor LLC | History | Reduced | 11,880 | 1,051 | 0.61% | 0.66% | 830 | -424 | -3.45% | Q4 2025 | Jan 27, 2026 |
| Independence Bank of Kentucky | History | Reduced | 11,876 | 1,050 | 0.13% | 0.15% | 831 | -580 | -4.66% | Q4 2025 | Jan 20, 2026 |
| KOM Wealth Management Group, LLC | History | Added to | 11,874 | 1,050 | 0.74% | 0.82% | 832 | +48 | 0.41% | Q4 2025 | Jan 23, 2026 |
| Murphy, Middleton, Hinkle & Parker, Inc. | History | New | 3,328 | 1,041 | 0.5% | — | 833 | +3,328 | New | Q4 2025 | Jan 09, 2026 |
| Discipline Wealth Solutions, LLC | History | Added to | 11,727 | 1,037 | 0.19% | 0.12% | 834 | +6,628 | 129.99% | Q4 2025 | Jan 26, 2026 |
| Brio Consultants, LLC | History | Added to | 11,669 | 1,032 | 0.13% | 0.12% | 836 | +1,934 | 19.87% | Q4 2025 | Feb 04, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 11,671 | 1,032 | 0.08% | 0.09% | 835 | -455 | -3.75% | Q4 2025 | Feb 13, 2026 |
| Winthrop Partners - WNY, LLC | History | New | 11,642 | 1,030 | 0.55% | — | 837 | +11,642 | New | Q4 2025 | Mar 12, 2026 |
| Independent Wealth Network Inc. | History | Reduced | 11,646 | 1,030 | 0.31% | 0.35% | 838 | -406 | -3.37% | Q4 2025 | Jan 26, 2026 |
| Schneider Downs Wealth Management Advisors, LP | History | Added to | 11,596 | 1,026 | 0.12% | 0.13% | 839 | +28 | 0.24% | Q4 2025 | Feb 12, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 11,575 | 1,024 | 0.05% | 0.07% | 840 | -1,327 | -10.29% | Q4 2025 | Jan 28, 2026 |
| Reality Financial Planning Services, LLC | History | New | 11,566 | 1,023 | 0.98% | — | 841 | +11,566 | New | Q4 2025 | Feb 12, 2026 |
| Bragg Financial Advisors, Inc | History | Reduced | 11,551 | 1,022 | 0.03% | 0.04% | 842 | -95 | -0.82% | Q4 2025 | Feb 13, 2026 |
| Main Street Financial Solutions, LLC | History | Reduced | 11,523 | 1,019 | 0.08% | 0.09% | 843 | -3,753 | -24.57% | Q4 2025 | Feb 17, 2026 |
| PEOPLES FINANCIAL SERVICES CORP. | History | Reduced | 11,510 | 1,018 | 0.47% | 0.51% | 844 | -878 | -7.09% | Q4 2025 | Jan 26, 2026 |
| IFP Advisors, Inc | History | Added to | 11,466 | 1,014 | 0.02% | 0.03% | 845 | +340 | 3.06% | Q4 2025 | Feb 06, 2026 |
| DELTEC ASSET MANAGEMENT LLC | History | Reduced | 11,450 | 1,013 | 0.17% | 0.19% | 846 | -1,000 | -8.03% | Q4 2025 | Jan 29, 2026 |
| Argyle Capital Partners, LLC | History | Reduced | 11,434 | 1,011 | 0.74% | 0.78% | 847 | -429 | -3.62% | Q4 2025 | Feb 17, 2026 |
| Sowell Financial Services LLC | History | Added to | 11,399 | 1,008 | 0.04% | 0.03% | 848 | +2,996 | 35.65% | Q4 2025 | Jan 21, 2026 |
| CURIO WEALTH, LLC | History | Reduced | 11,311 | 1,003 | 0.36% | 0.42% | 849 | -11 | -0.1% | Q4 2025 | Feb 11, 2026 |
| MASECO LLP | History | New | 11,314 | 1,001 | 0.04% | — | 850 | +11,314 | New | Q4 2025 | Jan 22, 2026 |
| Independent Advisor Alliance | History | New | 11,292 | 999 | 0.02% | — | 851 | +11,292 | New | Q4 2025 | Feb 04, 2026 |
| Ellis Investment Partners, LLC | History | Added to | 11,298 | 999 | 0.17% | 0.19% | 852 | +17 | 0.15% | Q4 2025 | Feb 02, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | New | 11,269 | 997 | 0.17% | — | 853 | +11,269 | New | Q4 2025 | Feb 12, 2026 |
| F/m Investments LLC | History | Reduced | 11,239 | 994 | 0.04% | 0.06% | 854 | -5,520 | -32.94% | Q4 2025 | Feb 03, 2026 |
| Livet Wealth, LLC | History | New | 11,229 | 993 | 0.61% | — | 855 | +11,229 | New | Q4 2025 | Feb 13, 2026 |
| Nikulski Financial, Inc. | History | Added to | 11,200 | 991 | 0.24% | 0.13% | 856 | +5,513 | 96.94% | Q4 2025 | Jan 15, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 8,780 | 989 | 0.06% | 0.06% | 857 | +315 | 3.72% | Q4 2025 | Feb 03, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 11,172 | 988 | 0.0% | 0.0% | 858 | +777 | 7.47% | Q4 2025 | Feb 13, 2026 |
| CVA Family Office, LLC | History | Added to | 11,112 | 983 | 0.11% | 0.11% | 859 | +1,890 | 20.49% | Q4 2025 | Jan 12, 2026 |
| SageView Advisory Group, LLC | History | Reduced | 11,036 | 976 | 0.03% | 0.04% | 860 | -749 | -6.36% | Q4 2025 | Feb 17, 2026 |
| Sargent Investment Group, LLC | History | New | 11,022 | 975 | 0.12% | — | 861 | +11,022 | New | Q4 2025 | Feb 13, 2026 |
| American Financial Advisors, LLC | History | Reduced | 10,983 | 971 | 0.13% | 0.13% | 862 | -418 | -3.67% | Q4 2025 | Feb 03, 2026 |
| American Trust | History | Added to | 10,962 | 970 | 0.08% | 0.08% | 863 | +686 | 6.68% | Q4 2025 | Feb 17, 2026 |
| Ameraudi Asset Management, Inc. | History | Added to | 10,927 | 966 | 0.53% | 0.53% | 864 | +1,391 | 14.59% | Q4 2025 | Feb 11, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | Reduced | 10,911 | 965 | 0.15% | 0.17% | 865 | -226 | -2.03% | Q4 2025 | Jan 14, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | Reduced | 10,698 | 958 | 0.06% | 0.08% | 866 | -156 | -1.44% | Q4 2025 | Feb 13, 2026 |
| Excelsior Advisor Network LLC | History | New | 10,777 | 953 | 0.46% | — | 868 | +10,777 | New | Q4 2025 | Feb 13, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | Added to | 10,777 | 953 | 0.05% | 0.05% | 867 | +1,235 | 12.94% | Q4 2025 | Feb 13, 2026 |
| Martel Wealth Advisors Inc | History | Added to | 10,721 | 948 | 0.16% | 0.17% | 869 | +149 | 1.41% | Q4 2025 | Jan 21, 2026 |
| Canvas Wealth Advisors, LLC | History | New | 10,654 | 942 | 0.16% | — | 870 | +10,654 | New | Q4 2025 | Jan 12, 2026 |
| TPG Advisors LLC | History | Added to | 10,602 | 938 | 0.58% | 0.63% | 871 | +76 | 0.72% | Q4 2025 | Jan 21, 2026 |
| Winter & Associates, Inc. | History | New | 10,527 | 931 | 0.86% | — | 872 | +10,527 | New | Q4 2025 | Feb 13, 2026 |
| Beirne Wealth Consulting Services, LLC | History | Added to | 10,496 | 930 | 0.27% | 0.23% | 873 | +175 | 1.7% | Q4 2025 | Jan 29, 2026 |
| STOCK YARDS BANK & TRUST CO | History | Reduced | 10,464 | 925 | 0.03% | 0.05% | 874 | -6,025 | -36.54% | Q4 2025 | Jan 21, 2026 |
| Forum Financial Management, LP | History | Added to | 10,432 | 923 | 0.01% | 0.01% | 875 | +432 | 4.32% | Q4 2025 | Jan 27, 2026 |
| Bouchey Financial Group Ltd | History | Reduced | 10,425 | 922 | 0.07% | 0.07% | 876 | -10 | -0.1% | Q4 2025 | Jan 16, 2026 |
| Lexington Hill Partners, LLC | History | New | 10,401 | 920 | 0.69% | — | 877 | +10,401 | New | Q4 2025 | Feb 19, 2026 |
| WASHINGTON TRUST Co | History | Reduced | 10,388 | 919 | 0.03% | 0.03% | 878 | -41 | -0.39% | Q4 2025 | Feb 10, 2026 |
| Smith Partners Wealth Management, LLC | History | New | 10,343 | 915 | 0.84% | — | 879 | +10,343 | New | Q4 2025 | Feb 13, 2026 |
| Piedmont Capital Management, LLC | History | Reduced | 10,292 | 910 | 0.46% | 0.5% | 880 | -41 | -0.4% | Q4 2025 | Feb 13, 2026 |
| Mustard Seed Financial, LLC | History | Reduced | 10,278 | 909 | 0.57% | 0.61% | 881 | -31 | -0.3% | Q4 2025 | Jan 23, 2026 |
| Florida Trust Wealth Management Co | History | Reduced | 10,239 | 906 | 0.03% | 0.03% | 882 | -969 | -8.65% | Q4 2025 | Jan 20, 2026 |
| Bank OZK | History | Added to | 10,208 | 903 | 0.32% | 0.32% | 883 | +167 | 1.66% | Q4 2025 | Feb 17, 2026 |
| First Western Trust Bank | History | Reduced | 10,175 | 900 | 0.04% | 0.04% | 884 | -494 | -4.63% | Q4 2025 | Feb 12, 2026 |
| Armbruster Capital Management, Inc. | History | Reduced | 10,166 | 899 | 0.15% | 0.16% | 885 | -140 | -1.36% | Q4 2025 | Jan 23, 2026 |
| Invesco Ltd. | History | Reduced | 10,090 | 892 | 0.0% | 0.0% | 886 | -434 | -4.12% | Q4 2025 | Feb 19, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Added to | 10,071 | 891 | 0.04% | 0.04% | 887 | +658 | 6.99% | Q4 2025 | Jan 29, 2026 |
| MATRIX PRIVATE CAPITAL GROUP LLC | History | No change | 10,060 | 890 | 0.45% | 0.49% | 888 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Trinity Legacy Partners, LLC | History | Added to | 10,053 | 889 | 0.2% | 0.2% | 889 | +193 | 1.96% | Q4 2025 | Jan 26, 2026 |
| Allegiance Financial Group Advisory Services LLC | History | Added to | 10,041 | 888 | 0.19% | 0.2% | 890 | +395 | 4.09% | Q4 2025 | Feb 03, 2026 |
| Bramshill Investments, LLC | History | No change | 10,000 | 884 | 0.05% | 0.06% | 891 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Wiser Advisor Group LLC | History | Added to | 9,987 | 883 | 1.01% | 1.13% | 892 | +52 | 0.52% | Q4 2025 | Feb 09, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | Added to | 9,946 | 880 | 0.01% | 0.01% | 893 | +361 | 3.77% | Q4 2025 | Feb 12, 2026 |
| Trust Co | History | Added to | 9,929 | 878 | 0.08% | 0.09% | 894 | +192 | 1.97% | Q4 2025 | Jan 15, 2026 |
| Baker Ellis Asset Management LLC | History | Reduced | 9,857 | 872 | 0.1% | 0.11% | 895 | -245 | -2.43% | Q4 2025 | Jan 21, 2026 |
| SENTINEL WEALTH MANAGEMENT, INC. | History | Reduced | 9,865 | 872 | 0.72% | 0.79% | 896 | -43 | -0.43% | Q4 2025 | Jan 08, 2026 |
| Chesapeake Wealth Management | History | Added to | 9,778 | 865 | 0.26% | 0.27% | 897 | +120 | 1.24% | Q4 2025 | Feb 03, 2026 |
| Ruedi Wealth Management, Inc. | History | Added to | 9,775 | 865 | 0.23% | 0.25% | 898 | +59 | 0.61% | Q4 2025 | Feb 06, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 9,740 | 861 | 0.01% | 0.02% | 899 | -237 | -2.38% | Q4 2025 | Feb 12, 2026 |
| Powerhouse Assets LLC | History | New | 9,723 | 860 | 0.76% | — | 900 | +9,723 | New | Q4 2025 | Jan 15, 2026 |
| Intellectus Partners, LLC | History | No change | 9,725 | 860 | 0.17% | 0.17% | 901 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Mutual Advisors, LLC | History | Added to | 9,707 | 858 | 0.02% | 0.02% | 902 | +419 | 4.51% | Q4 2025 | Feb 02, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 9,696 | 857 | 0.01% | 0.01% | 903 | -1,017 | -9.49% | Q4 2025 | Jan 13, 2026 |
| Upper Left Wealth Management, LLC | History | Added to | 9,689 | 857 | 0.52% | 0.5% | 904 | +917 | 10.45% | Q4 2025 | Jan 22, 2026 |
| Curbstone Financial Management Corp | History | No change | 9,664 | 855 | 0.16% | 0.17% | 905 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| SlateStone Wealth, LLC | History | Added to | 9,649 | 854 | 0.07% | 0.06% | 906 | +2,500 | 34.97% | Q4 2025 | Feb 11, 2026 |
| Comprehensive Money Management Services LLC | History | Added to | 9,631 | 852 | 0.59% | 0.61% | 907 | +157 | 1.66% | Q4 2025 | Jan 22, 2026 |
| Carrera Capital Advisors | History | Added to | 9,602 | 849 | 0.14% | 0.15% | 908 | +341 | 3.68% | Q4 2025 | Jan 30, 2026 |
| Bangor Savings Bank | History | Reduced | 9,582 | 847 | 0.07% | 0.07% | 909 | -227 | -2.31% | Q4 2025 | Jan 16, 2026 |
| O'ROURKE & COMPANY, Inc | History | Added to | 9,522 | 842 | 0.33% | 0.34% | 910 | +640 | 7.21% | Q4 2025 | Jan 28, 2026 |
| Apeiron RIA LLC | History | Added to | 9,368 | 841 | 0.17% | 0.18% | 911 | +504 | 5.69% | Q4 2025 | Feb 03, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 9,496 | 840 | 0.07% | 0.09% | 912 | -2,236 | -19.06% | Q4 2025 | Jan 26, 2026 |
| Almanack Investment Partners, LLC. | History | Added to | 9,401 | 831 | 0.14% | 0.13% | 913 | +8 | 0.09% | Q4 2025 | Jan 29, 2026 |
| Bedel Financial Consulting, Inc. | History | Added to | 9,380 | 830 | 0.09% | 0.11% | 914 | +89 | 0.96% | Q4 2025 | Jan 28, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 9,288 | 828 | 0.03% | 0.0% | 915 | +8,922 | 2437.7% | Q4 2025 | Feb 13, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 9,328 | 825 | 0.05% | 0.04% | 916 | -233 | -2.44% | Q4 2025 | Jan 30, 2026 |
| Fisher Asset Management, LLC | History | Added to | 9,314 | 824 | 0.0% | 0.0% | 917 | +3,079 | 49.38% | Q4 2025 | Feb 09, 2026 |
| Newman Dignan & Sheerar, Inc. | History | Added to | 9,239 | 817 | 0.17% | 0.18% | 918 | +310 | 3.47% | Q4 2025 | Jan 22, 2026 |
| Hazelview Securities Inc. | History | New | 9,180 | 812 | 0.16% | — | 919 | +9,180 | New | Q4 2025 | Feb 17, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 9,159 | 810 | 0.02% | 0.01% | 920 | +5,978 | 187.93% | Q4 2025 | Feb 12, 2026 |
| Financial Perspectives, Inc | History | Reduced | 9,164 | 810 | 0.22% | 0.23% | 921 | -62 | -0.67% | Q4 2025 | Jan 28, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 9,084 | 803 | 0.03% | 0.03% | 922 | -1,082 | -10.64% | Q4 2025 | Jan 13, 2026 |
| Gibraltar Capital Management, Inc. | History | Added to | 9,070 | 802 | 0.14% | 0.14% | 923 | +235 | 2.66% | Q4 2025 | Feb 02, 2026 |
| FIRST FINANCIAL CORP /IN/ | History | Added to | 9,021 | 798 | 0.3% | 0.3% | 924 | +576 | 6.82% | Q4 2025 | Jan 13, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Reduced | 9,016 | 797 | 0.09% | 0.11% | 925 | -1,954 | -17.81% | Q4 2025 | Jan 28, 2026 |
| Franklin, Parlapiano, Turner & Welch, LLC | History | No change | 8,595 | 796 | 0.2% | 0.2% | 926 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Berman McAleer LLC | History | No change | 8,979 | 794 | 0.11% | 0.11% | 927 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Quantbot Technologies LP | History | New | 8,964 | 793 | 0.03% | — | 928 | +8,964 | New | Q4 2025 | Feb 10, 2026 |
| Werba Rubin Papier Wealth Management | History | Added to | 8,947 | 791 | 0.21% | 0.13% | 929 | +209 | 2.39% | Q4 2025 | Jan 27, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | Added to | 8,936 | 790 | 0.0% | 0.0% | 930 | +74 | 0.84% | Q4 2025 | Feb 09, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Added to | 8,700 | 790 | 0.26% | 0.49% | 931 | +11 | 0.13% | Q4 2025 | Jan 22, 2026 |
| Knollwood Investment Advisory, LLC | History | Added to | 8,926 | 789 | 0.07% | 0.06% | 933 | +1,524 | 20.59% | Q4 2025 | Feb 13, 2026 |
| PFG Investments, LLC | History | Reduced | 8,918 | 789 | 0.04% | 0.04% | 932 | -459 | -4.89% | Q4 2025 | Jan 26, 2026 |
| Pinnacle Bancorp, Inc. | History | Added to | 8,905 | 787 | 0.23% | 0.24% | 934 | +66 | 0.75% | Q4 2025 | Jan 22, 2026 |
| Hudock, Inc. | History | Reduced | 8,808 | 779 | 0.11% | 0.12% | 935 | -15 | -0.17% | Q4 2025 | Feb 12, 2026 |
| Westfuller Advisors, LLC | History | Reduced | 8,803 | 778 | 0.31% | 0.45% | 936 | -2,071 | -19.05% | Q4 2025 | Jan 21, 2026 |
| FSM Wealth Advisors, LLC | History | Added to | 8,730 | 772 | 0.11% | 0.09% | 937 | +1,392 | 18.97% | Q4 2025 | Jan 23, 2026 |
| Fingerlakes Wealth Management, Inc. | History | Reduced | 8,680 | 768 | 0.49% | 0.53% | 938 | -195 | -2.2% | Q4 2025 | Feb 05, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 8,622 | 762 | 0.04% | 0.07% | 939 | -4,946 | -36.45% | Q4 2025 | Jan 14, 2026 |
| Mission Creek Capital Partners, Inc. | History | Added to | 8,587 | 759 | 0.15% | 0.12% | 940 | +1,742 | 25.45% | Q4 2025 | Feb 12, 2026 |
| AlTi Global, Inc. | History | Reduced | 8,573 | 758 | 0.02% | 0.02% | 941 | -1,637 | -16.03% | Q4 2025 | Feb 13, 2026 |
| VIAWEALTH, LLC | History | Reduced | 8,557 | 757 | 0.43% | 0.47% | 942 | -901 | -9.53% | Q4 2025 | Feb 10, 2026 |
| Clifford Group, LLC | History | Added to | 8,558 | 757 | 0.58% | 0.58% | 943 | +471 | 5.82% | Q4 2025 | Feb 13, 2026 |
| Genesis Financial Group, LLC | History | New | 8,535 | 755 | 0.44% | — | 944 | +8,535 | New | Q4 2025 | Jan 16, 2026 |
| SFG Wealth Management, LLC. | History | No change | 8,528 | 754 | 0.3% | 0.34% | 945 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| WEALTHCARE CAPITAL MANAGEMENT LLC | History | Added to | 8,487 | 751 | 0.07% | 0.07% | 946 | +877 | 11.52% | Q4 2025 | Jan 20, 2026 |
| MOTCO | History | Reduced | 8,457 | 748 | 0.07% | 0.07% | 947 | -3 | -0.04% | Q4 2025 | Feb 06, 2026 |
| Raab & Moskowitz Asset Management LLC | History | Reduced | 8,417 | 744 | 0.16% | 0.17% | 948 | -132 | -1.54% | Q4 2025 | Jan 20, 2026 |
| WASHINGTON TRUST BANK | History | Reduced | 8,406 | 743 | 0.05% | 0.06% | 949 | -1,256 | -13.0% | Q4 2025 | Feb 04, 2026 |
| Faithward Advisors, LLC | History | Added to | 8,396 | 742 | 0.11% | 0.08% | 950 | +2,838 | 51.06% | Q4 2025 | Feb 17, 2026 |
| CHILTON INVESTMENT CO INC. | History | Added to | 8,332 | 737 | 0.02% | 0.02% | 951 | +13 | 0.16% | Q4 2025 | Feb 17, 2026 |
| Mason Investment Advisory Services, Inc. | History | Added to | 8,329 | 736 | 0.03% | 0.04% | 952 | +49 | 0.59% | Q4 2025 | Feb 12, 2026 |
| ATX Financial Planning, LLC | History | New | 8,310 | 735 | 0.57% | — | 953 | +8,310 | New | Q4 2025 | Feb 19, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Reduced | 8,272 | 731 | 0.01% | 0.01% | 954 | -584 | -6.59% | Q4 2025 | Jan 28, 2026 |
| Atlantic Union Bankshares Corp | History | Reduced | 8,232 | 728 | 0.01% | 0.01% | 955 | -108 | -1.29% | Q4 2025 | Feb 04, 2026 |
| Clark Asset Management, LLC | History | Added to | 8,202 | 725 | 0.08% | 0.04% | 957 | +4,893 | 147.87% | Q4 2025 | Jan 27, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 8,204 | 725 | 0.04% | 0.03% | 956 | +3,258 | 65.87% | Q4 2025 | Feb 10, 2026 |
| KPP Advisory Services LLC | History | Added to | 8,128 | 719 | 0.1% | 0.09% | 958 | +1,806 | 28.57% | Q4 2025 | Feb 02, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 8,121 | 718 | 0.03% | 0.04% | 959 | -125 | -1.52% | Q4 2025 | Feb 13, 2026 |
| Uptown Financial Advisors LLC | History | Added to | 8,101 | 716 | 0.51% | 0.55% | 961 | +789 | 10.79% | Q4 2025 | Jan 23, 2026 |
| JIM SAULNIER & ASSOCIATES, LLC | History | Added to | 8,094 | 716 | 0.37% | 0.38% | 960 | +632 | 8.47% | Q4 2025 | Jan 29, 2026 |
| AMG National Trust Bank | History | Added to | 8,081 | 715 | 0.02% | 0.02% | 962 | +181 | 2.29% | Q4 2025 | Jan 30, 2026 |
| Godshalk Welsh Capital Management, Inc. | History | Added to | 8,085 | 715 | 0.41% | 0.42% | 963 | +150 | 1.89% | Q4 2025 | Feb 12, 2026 |
| Caldwell Trust Co | History | Added to | 8,061 | 713 | 0.06% | 0.06% | 964 | +1,087 | 15.59% | Q4 2025 | Jan 30, 2026 |
| Kennebec Savings Bank | History | Added to | 8,025 | 710 | 0.61% | 0.62% | 965 | +597 | 8.04% | Q4 2025 | Jan 22, 2026 |
| Fidato Wealth LLC | History | Reduced | 8,010 | 708 | 0.45% | 0.49% | 966 | -130 | -1.6% | Q4 2025 | Feb 13, 2026 |
| CHAPIN DAVIS, INC. | History | Reduced | 7,961 | 704 | 0.16% | 0.19% | 967 | -694 | -8.02% | Q4 2025 | Jan 30, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | Added to | 7,966 | 704 | 0.16% | 0.18% | 968 | +75 | 0.95% | Q4 2025 | Jan 20, 2026 |
| BIP Wealth, LLC | History | Reduced | 7,951 | 703 | 0.02% | 0.04% | 969 | -29 | -0.36% | Q4 2025 | Jan 21, 2026 |
| Wealthspire Retirement, LLC | History | Added to | 7,938 | 702 | 0.04% | 0.04% | 970 | +469 | 6.28% | Q4 2025 | Feb 18, 2026 |
| Lantern Wealth Advisors, LLC | History | Added to | 7,914 | 700 | 0.37% | 0.36% | 971 | +569 | 7.75% | Q4 2025 | Feb 17, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 7,884 | 698 | 0.03% | 0.03% | 972 | +355 | 4.72% | Q4 2025 | Feb 13, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | Reduced | 7,871 | 696 | 0.08% | 0.09% | 973 | -171 | -2.13% | Q4 2025 | Jan 14, 2026 |
| McLean Asset Management Corp | History | Reduced | 7,651 | 695 | 0.12% | 0.16% | 974 | -896 | -10.48% | Q4 2025 | Jan 16, 2026 |
| Farmers National Bank | History | New | 7,838 | 693 | 0.15% | — | 975 | +7,838 | New | Q4 2025 | Mar 12, 2026 |
| First Bancorp, Inc /ME/ | History | Reduced | 7,828 | 692 | 0.37% | 0.4% | 976 | -370 | -4.51% | Q4 2025 | Jan 26, 2026 |
| Pinnacle Family Advisors, LLC | History | Added to | 7,783 | 688 | 0.3% | 0.31% | 977 | +41 | 0.53% | Q4 2025 | Feb 17, 2026 |
| Stablepoint Partners, LLC | History | Added to | 7,747 | 685 | 0.11% | 0.11% | 978 | +93 | 1.22% | Q4 2025 | Jan 13, 2026 |
| HORAN Wealth, LLC | History | Added to | 7,742 | 685 | 0.11% | 0.11% | 979 | +1 | 0.01% | Q4 2025 | Feb 04, 2026 |
| Mayflower Financial Advisors, LLC | History | Reduced | 7,723 | 683 | 0.08% | 0.09% | 980 | -250 | -3.14% | Q4 2025 | Jan 13, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 7,699 | 681 | 0.12% | 0.12% | 981 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Carson Advisory Inc. | History | Reduced | 7,637 | 675 | 0.35% | 0.38% | 982 | -166 | -2.13% | Q4 2025 | Feb 12, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 7,617 | 674 | 0.03% | 0.03% | 983 | -1,070 | -12.32% | Q4 2025 | Feb 17, 2026 |
| Spire Wealth Management | History | Reduced | 7,602 | 672 | 0.02% | 0.03% | 985 | -960 | -11.21% | Q4 2025 | Jan 14, 2026 |
| Community Bank, N.A. | History | Reduced | 7,595 | 672 | 0.08% | 0.09% | 984 | -229 | -2.93% | Q4 2025 | Feb 04, 2026 |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | History | Reduced | 7,556 | 668 | 0.02% | 0.02% | 986 | -197 | -2.54% | Q4 2025 | Feb 11, 2026 |
| VSM Wealth Advisory, LLC | History | Reduced | 7,510 | 664 | 0.2% | 0.26% | 988 | -1,511 | -16.75% | Q4 2025 | Feb 06, 2026 |
| Asset Allocation Strategies LLC | History | Reduced | 7,509 | 664 | 0.12% | 0.14% | 987 | -490 | -6.13% | Q4 2025 | Feb 13, 2026 |
| FIRST AMERICAN TRUST, FSB | History | Reduced | 7,496 | 663 | 0.05% | 0.06% | 989 | -1,756 | -18.98% | Q4 2025 | Feb 11, 2026 |
| BOK Financial Private Wealth, Inc. | History | Reduced | 7,477 | 661 | 0.04% | 0.04% | 990 | -33 | -0.44% | Q4 2025 | Feb 06, 2026 |
| MARCO INVESTMENT MANAGEMENT LLC | History | No change | 7,457 | 659 | 0.05% | 0.05% | 991 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| MYECFO, LLC | History | Added to | 7,427 | 657 | 0.28% | 0.29% | 992 | +440 | 6.3% | Q4 2025 | Jan 12, 2026 |
| Cardinal Point Capital Management ULC | History | New | 7,400 | 654 | 0.04% | — | 994 | +7,400 | New | Q4 2025 | Feb 05, 2026 |
| Vestcor Inc | History | Reduced | 7,389 | 654 | 0.02% | 0.02% | 993 | -811 | -9.89% | Q4 2025 | Feb 11, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Reduced | 7,381 | 653 | 0.02% | 0.02% | 995 | -59 | -0.79% | Q4 2025 | Jan 12, 2026 |
| WealthShield Partners, LLC | History | Reduced | 7,374 | 652 | 0.07% | 0.08% | 996 | -312 | -4.06% | Q4 2025 | Feb 03, 2026 |
| Loudon Investment Management, LLC | History | Added to | 7,345 | 649 | 0.34% | 0.35% | 997 | +50 | 0.69% | Q4 2025 | Feb 12, 2026 |
| City Center Advisors, LLC | History | Added to | 7,222 | 639 | 0.59% | 0.59% | 998 | +574 | 8.63% | Q4 2025 | Jan 05, 2026 |
| CENTRAL BANK & TRUST CO | History | No change | 7,217 | 638 | 0.1% | 0.1% | 999 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Golden State Equity Partners | History | Added to | 7,189 | 636 | 0.1% | 0.11% | 1000 | +19 | 0.26% | Q4 2025 | Jan 29, 2026 |
| TRUST CO OF VERMONT | History | Reduced | 7,184 | 635 | 0.03% | 0.03% | 1001 | -801 | -10.03% | Q4 2025 | Jan 16, 2026 |
| SOL Capital Management CO | History | Reduced | 7,151 | 633 | 0.06% | 0.06% | 1002 | -151 | -2.07% | Q4 2025 | Jan 30, 2026 |
| CERTUITY, LLC | History | Added to | 7,138 | 631 | 0.04% | 0.04% | 1003 | +139 | 1.99% | Q4 2025 | Jan 30, 2026 |
| SMITH, MOORE & CO. | History | Reduced | 7,131 | 630 | 0.05% | 0.06% | 1004 | -937 | -11.61% | Q4 2025 | Jan 23, 2026 |
| Advisors Capital Management, LLC | History | Added to | 7,105 | 628 | 0.01% | 0.01% | 1005 | +156 | 2.24% | Q4 2025 | Jan 29, 2026 |
| S.A. Mason LLC | History | Added to | 7,084 | 626 | 0.25% | 0.23% | 1007 | +1,417 | 25.0% | Q4 2025 | Jan 29, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 7,079 | 626 | 0.04% | 0.03% | 1006 | -21 | -0.3% | Q4 2025 | Feb 17, 2026 |
| Bryant Woods Investment Advisors, LLC | History | Added to | 7,038 | 622 | 0.24% | 0.25% | 1008 | +134 | 1.94% | Q4 2025 | Jan 23, 2026 |
| Hirtle Callaghan & Co LLC | History | No change | 6,959 | 615 | 0.02% | 0.02% | 1009 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| KG&L Capital Management,LLC | History | Reduced | 6,921 | 612 | 0.15% | 0.17% | 1010 | -93 | -1.33% | Q4 2025 | Jan 23, 2026 |
| CALTON & ASSOCIATES, INC. | History | Added to | 6,910 | 611 | 0.09% | 0.08% | 1011 | +1,101 | 18.95% | Q4 2025 | Feb 10, 2026 |
| TABR Capital Management, LLC | History | Added to | 6,885 | 609 | 0.41% | 0.38% | 1012 | +813 | 13.39% | Q4 2025 | Jan 28, 2026 |
| Apollon Financial, LLC | History | Added to | 6,890 | 609 | 0.09% | 0.1% | 1013 | +22 | 0.32% | Q4 2025 | Jan 22, 2026 |
| Jacobs Equity LLC | History | New | 6,880 | 608 | 0.59% | — | 1014 | +6,880 | New | Q4 2025 | Feb 19, 2026 |
| First National Bank of Hutchinson | History | No change | 6,867 | 607 | 0.36% | 0.33% | 1015 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Farrell Financial LLC | History | Added to | 6,829 | 604 | 0.36% | 0.37% | 1016 | +393 | 6.11% | Q4 2025 | Jan 12, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | Reduced | 6,805 | 602 | 0.07% | 0.08% | 1017 | -1,045 | -13.31% | Q4 2025 | Feb 13, 2026 |
| Troutman Wealth Management, LLC | History | New | 6,786 | 600 | 0.5% | — | 1019 | +6,786 | New | Q4 2025 | Feb 18, 2026 |
| Allen Investment Management, LLC | History | No change | 6,781 | 600 | 0.01% | 0.01% | 1018 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| BRIDGES INVESTMENT MANAGEMENT INC | History | Reduced | 6,760 | 598 | 0.01% | 0.01% | 1020 | -2,195 | -24.51% | Q4 2025 | Feb 10, 2026 |
| Del-Sette Capital Management, LLC | History | New | 6,745 | 596 | 0.37% | — | 1021 | +6,745 | New | Q4 2025 | Feb 02, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 6,717 | 594 | 0.03% | 0.03% | 1022 | +579 | 9.43% | Q4 2025 | Feb 04, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Added to | 6,675 | 590 | 0.21% | 0.21% | 1023 | +254 | 3.96% | Q4 2025 | Jan 09, 2026 |
| Cambridge Financial Group, LLC | History | New | 6,622 | 589 | 0.2% | — | 1024 | +6,622 | New | Q4 2025 | Jan 09, 2026 |
| Sage Investment Counsel LLC | History | Reduced | 6,649 | 588 | 0.65% | 0.69% | 1025 | -185 | -2.71% | Q4 2025 | Jan 23, 2026 |
| YHB Investment Advisors, Inc. | History | Added to | 6,616 | 585 | 0.04% | 0.04% | 1026 | +9 | 0.14% | Q4 2025 | Jan 16, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 6,609 | 584 | 0.04% | 0.05% | 1027 | +86 | 1.32% | Q4 2025 | Feb 03, 2026 |
| Cannon Financial Strategists, Inc. | History | Reduced | 6,589 | 583 | 0.08% | 0.1% | 1029 | -1,238 | -15.82% | Q4 2025 | Feb 04, 2026 |
| Piscataqua Savings Bank | History | Reduced | 6,591 | 583 | 0.41% | 0.47% | 1028 | -32 | -0.48% | Q4 2025 | Jan 16, 2026 |
| FIDUCIENT ADVISORS LLC | History | Reduced | 6,586 | 582 | 0.07% | 0.14% | 1031 | -6,474 | -49.57% | Q4 2025 | Feb 10, 2026 |
| ARROW FINANCIAL CORP | History | Reduced | 6,584 | 582 | 0.06% | 0.07% | 1030 | -980 | -12.96% | Q4 2025 | Feb 05, 2026 |
| Sunpointe, LLC | History | Added to | 6,560 | 580 | 0.19% | 0.17% | 1032 | +1,540 | 30.68% | Q4 2025 | Jan 23, 2026 |
| LS Investment Advisors, LLC | History | Reduced | 6,550 | 579 | 0.08% | 0.11% | 1033 | -1,685 | -20.46% | Q4 2025 | Jan 26, 2026 |
| Valley Financial Group, Inc. | History | Reduced | 6,511 | 576 | 0.32% | 0.62% | 1034 | -5,410 | -45.38% | Q4 2025 | Feb 18, 2026 |
| McElhenny Sheffield Capital Management, LLC | History | Added to | 6,498 | 575 | 0.14% | 0.06% | 1035 | +3,743 | 135.86% | Q4 2025 | Jan 21, 2026 |
| Mechanics Bank Trust Department | History | Reduced | 6,489 | 574 | 0.08% | 0.08% | 1036 | -50 | -0.76% | Q4 2025 | Jan 14, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 6,465 | 572 | 0.04% | 0.04% | 1037 | +583 | 9.91% | Q4 2025 | Jan 23, 2026 |
| VestGen Advisors, LLC | History | Added to | 6,395 | 565 | 0.02% | 0.02% | 1040 | +1,053 | 19.71% | Q4 2025 | Feb 17, 2026 |
| Cladis Investment Advisory, LLC | History | Added to | 6,390 | 565 | 0.31% | 0.28% | 1038 | +1,000 | 18.55% | Q4 2025 | Feb 13, 2026 |
| Optimist Retirement Group LLC | History | Added to | 6,395 | 565 | 0.26% | 0.26% | 1039 | +28 | 0.44% | Q4 2025 | Feb 09, 2026 |
| North Ridge Wealth Advisors, Inc. | History | Added to | 6,368 | 563 | 0.32% | 0.33% | 1041 | +27 | 0.43% | Q4 2025 | Feb 13, 2026 |
| BLB&B Advisors, LLC | History | Added to | 6,331 | 560 | 0.02% | 0.01% | 1042 | +2,750 | 76.79% | Q4 2025 | Jan 26, 2026 |
| DigitalBridge Group, Inc. | History | Reduced | 6,300 | 557 | 0.04% | 0.06% | 1043 | -1,300 | -17.11% | Q4 2025 | Feb 12, 2026 |
| Hansen & Associates Financial Group, Inc. | History | Added to | 5,925 | 556 | 0.3% | 0.16% | 1044 | +1,807 | 43.88% | Q4 2025 | Feb 17, 2026 |
| Portland Financial Advisors Inc | History | Added to | 6,275 | 555 | 1.18% | 1.21% | 1045 | +47 | 0.75% | Q4 2025 | Feb 06, 2026 |
| Charles Schwab Trust Co | History | Reduced | 6,262 | 554 | 0.04% | 0.04% | 1046 | -155 | -2.42% | Q4 2025 | Jan 09, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 6,259 | 553 | 0.01% | 0.01% | 1047 | +442 | 7.6% | Q4 2025 | Feb 09, 2026 |
| DV Trading LLC | History | New | 6,244 | 552 | 0.02% | — | 1048 | +6,244 | New | Q4 2025 | Feb 17, 2026 |
| Ellevest, Inc. | History | Reduced | 6,193 | 548 | 0.08% | 0.08% | 1049 | -74 | -1.18% | Q4 2025 | Feb 10, 2026 |
| Woodside Wealth Management LLC | History | Reduced | 6,178 | 546 | 0.41% | 0.48% | 1050 | -478 | -7.18% | Q4 2025 | Jan 30, 2026 |
| BFSG, LLC | History | Reduced | 6,169 | 545 | 0.05% | 0.13% | 1052 | -8,614 | -58.27% | Q4 2025 | Jan 22, 2026 |
| Elevated Financial Group LLC | History | New | 6,168 | 545 | 0.19% | — | 1055 | +6,168 | New | Q4 2025 | Jan 29, 2026 |
| Bath Savings Trust Co | History | Reduced | 6,161 | 545 | 0.05% | 0.06% | 1051 | -266 | -4.14% | Q4 2025 | Jan 12, 2026 |
| NCM Capital Management, LLC | History | Added to | 6,159 | 545 | 0.2% | 0.22% | 1053 | +22 | 0.36% | Q4 2025 | Mar 02, 2026 |
| LIBRA WEALTH LLC | History | No change | 6,165 | 545 | 0.15% | 0.17% | 1054 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Added to | 6,142 | 543 | 0.12% | 0.11% | 1056 | +770 | 14.33% | Q4 2025 | Jan 16, 2026 |
| Harpswell Capital Advisors, LLC | History | Added to | 6,130 | 542 | 0.43% | 0.35% | 1057 | +2,100 | 52.11% | Q4 2025 | Feb 11, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 6,103 | 540 | 0.01% | 0.02% | 1058 | +623 | 11.37% | Q4 2025 | Feb 02, 2026 |
| Strata Wealth Advisors, LLC | History | Reduced | 6,059 | 536 | 0.15% | 0.15% | 1059 | -308 | -4.84% | Q4 2025 | Feb 12, 2026 |
| Greenwich Wealth Management LLC | History | Reduced | 6,033 | 534 | 0.02% | 0.03% | 1060 | -100 | -1.63% | Q4 2025 | Feb 10, 2026 |
| Oak Wealth Advisors LLC | History | Reduced | 6,027 | 533 | 0.31% | 0.81% | 1061 | -9,227 | -60.49% | Q4 2025 | Feb 11, 2026 |
| Arbor Wealth Advisors LLC | History | No change | 6,000 | 530 | 0.38% | 0.41% | 1062 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| FARMERS TRUST CO | History | Added to | 5,958 | 527 | 0.09% | 0.07% | 1063 | +1,226 | 25.91% | Q4 2025 | Jan 06, 2026 |
| Churchill Financial Advisors, LLC | History | New | 5,949 | 526 | 0.16% | — | 1065 | +5,949 | New | Q4 2025 | Feb 09, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | No change | 5,955 | 526 | 0.06% | 0.07% | 1064 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 5,916 | 523 | 0.03% | 0.03% | 1066 | +186 | 3.25% | Q4 2025 | Mar 04, 2026 |
| Old Peak Finance LLC | History | New | 5,902 | 522 | 0.32% | — | 1067 | +5,902 | New | Q4 2025 | Feb 10, 2026 |
| INVESTED ADVISORS | History | New | 5,889 | 521 | 0.54% | — | 1068 | +5,889 | New | Q4 2025 | Jan 26, 2026 |
| Opus Capital Group, LLC | History | Reduced | 5,863 | 519 | 0.06% | 0.06% | 1069 | -209 | -3.44% | Q4 2025 | Jan 30, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 5,858 | 518 | 0.01% | 0.0% | 1070 | +1,694 | 40.68% | Q4 2025 | Feb 02, 2026 |
| Diesslin Group, Inc. | History | New | 5,832 | 516 | 0.21% | — | 1071 | +5,832 | New | Q4 2025 | Feb 25, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 5,814 | 514 | 0.01% | 0.02% | 1072 | -2,644 | -31.26% | Q4 2025 | Jan 23, 2026 |
| James J. Burns & Company, LLC | History | Added to | 5,810 | 514 | 0.07% | 0.07% | 1073 | +782 | 15.55% | Q4 2025 | Jan 23, 2026 |
| RIVERBRIDGE PARTNERS LLC | History | No change | 5,791 | 512 | 0.01% | 0.01% | 1074 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| GUIDANCE CAPITAL, INC | History | Reduced | 5,656 | 511 | 0.12% | 0.28% | 1075 | -5,889 | -51.01% | Q4 2025 | Jan 23, 2026 |
| WASHINGTON GROWTH STRATEGIES LLC | History | No change | 5,777 | 511 | 0.33% | 0.38% | 1076 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Quarry LP | History | New | 5,750 | 508 | 0.08% | — | 1077 | +5,750 | New | Q4 2025 | Feb 13, 2026 |
| SVB WEALTH LLC | History | Reduced | 5,737 | 507 | 0.03% | 0.04% | 1078 | -2,381 | -29.33% | Q4 2025 | Feb 04, 2026 |
| TFB Advisors LLC | History | Reduced | 5,730 | 507 | 0.14% | 0.15% | 1079 | -14 | -0.24% | Q4 2025 | Feb 13, 2026 |
| FAS Wealth Partners, Inc. | History | Added to | 5,718 | 505 | 0.03% | 0.03% | 1080 | +1,393 | 32.21% | Q4 2025 | Feb 18, 2026 |
| Outlook Wealth Advisors, LLC | History | Added to | 5,669 | 501 | 0.11% | 0.1% | 1081 | +1,321 | 30.38% | Q4 2025 | Feb 11, 2026 |
| Boltwood Capital Management | History | No change | 5,656 | 500 | 0.13% | 0.14% | 1082 | 0 | 0.0% | Q4 2025 | Jan 02, 2026 |
| Curi Capital, LLC | History | Added to | 5,649 | 499 | 0.01% | 0.01% | 1083 | +545 | 10.68% | Q4 2025 | Feb 17, 2026 |
| Hyundai Investments Co., Ltd. | History | New | 5,584 | 498 | 0.49% | — | 1085 | +5,584 | New | Q4 2025 | Feb 17, 2026 |
| COZAD ASSET MANAGEMENT INC | History | Reduced | 5,635 | 498 | 0.04% | 0.04% | 1084 | -198 | -3.39% | Q4 2025 | Feb 13, 2026 |
| BARRETT & COMPANY, INC. | History | Added to | 5,627 | 497 | 0.17% | 0.18% | 1086 | +8 | 0.14% | Q4 2025 | Jan 28, 2026 |
| OPTIMA CAPITAL LLC | History | Reduced | 5,575 | 493 | 0.21% | 0.32% | 1087 | -1,565 | -21.92% | Q4 2025 | Jan 23, 2026 |
| DF DENT & CO INC | History | No change | 5,522 | 488 | 0.01% | 0.01% | 1088 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Jordan Park Trust Co LLC | History | No change | 5,517 | 488 | 0.33% | 0.49% | 1089 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| CLEAR INVESTMENT RESEARCH, LLC | History | Added to | 5,509 | 487 | 0.81% | 0.65% | 1090 | +208 | 3.92% | Q4 2025 | Feb 09, 2026 |
| Great Hill Capital LLC | History | Added to | 5,500 | 486 | 0.05% | 0.07% | 1091 | +535 | 10.78% | Q4 2025 | Jan 26, 2026 |
| Eagle Strategies LLC | History | Added to | 5,469 | 483 | 0.06% | 0.07% | 1092 | +28 | 0.51% | Q4 2025 | Jan 23, 2026 |
| Bluesphere Advisors LLC | History | Reduced | 5,424 | 480 | 0.21% | 0.23% | 1093 | -84 | -1.53% | Q4 2025 | Jan 21, 2026 |
| Colonial Trust Co / SC | History | Added to | 5,388 | 476 | 0.06% | 0.06% | 1094 | +371 | 7.39% | Q4 2025 | Feb 12, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Reduced | 5,364 | 474 | 0.03% | 0.05% | 1095 | -1,536 | -22.26% | Q4 2025 | Feb 02, 2026 |
| Evercore Wealth Management, LLC | History | Reduced | 5,344 | 472 | 0.01% | 0.01% | 1097 | -89 | -1.64% | Q4 2025 | Feb 17, 2026 |
| Canandaigua National Trust Co of Florida | History | Added to | 5,337 | 472 | 0.3% | 0.38% | 1096 | +22 | 0.41% | Q4 2025 | Jan 30, 2026 |
| Opulen Financial Group LLC | History | Added to | 5,316 | 470 | 0.34% | 0.36% | 1098 | +112 | 2.15% | Q4 2025 | Feb 10, 2026 |
| HARBOR ADVISORY CORP /MA/ | History | Reduced | 5,299 | 468 | 0.14% | 0.16% | 1099 | -625 | -10.55% | Q4 2025 | Feb 06, 2026 |
| SCHNIEDERS CAPITAL MANAGEMENT, LLC. | History | Reduced | 5,298 | 468 | 0.07% | 0.09% | 1100 | -350 | -6.2% | Q4 2025 | Jan 29, 2026 |
| Certified Advisory Corp | History | Added to | 5,288 | 467 | 0.04% | 0.05% | 1101 | +25 | 0.48% | Q4 2025 | Jan 12, 2026 |
| Sage Capital Management, LLC | History | Added to | 5,268 | 466 | 0.22% | 0.22% | 1102 | +28 | 0.53% | Q4 2025 | Jan 15, 2026 |
| WEALTH EFFECTS LLC | History | Reduced | 5,258 | 465 | 0.15% | 0.16% | 1103 | -40 | -0.76% | Q4 2025 | Jan 26, 2026 |
| Heck Capital Advisors, LLC | History | No change | 5,258 | 465 | 0.03% | 0.04% | 1104 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| INVICTUS PRIVATE WEALTH, LLC | History | Reduced | 5,205 | 460 | 0.03% | 0.03% | 1106 | -10 | -0.19% | Q4 2025 | Feb 13, 2026 |
| Kearns & Associates LLC | History | Added to | 5,203 | 460 | 0.24% | 0.25% | 1105 | +6 | 0.12% | Q4 2025 | Jan 08, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | Reduced | 5,196 | 459 | 0.02% | 0.03% | 1107 | -1,218 | -18.99% | Q4 2025 | Feb 11, 2026 |
| Canal Capital Management, LLC | History | No change | 5,182 | 458 | 0.06% | 0.07% | 1108 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| Clarius Group, LLC | History | Added to | 5,175 | 457 | 0.03% | 0.03% | 1110 | +118 | 2.33% | Q4 2025 | Jan 14, 2026 |
| ICONIQ Capital, LLC | History | Added to | 5,172 | 457 | 0.01% | 0.01% | 1109 | +47 | 0.92% | Q4 2025 | Feb 13, 2026 |
| NORTHEAST INVESTMENT MANAGEMENT | History | Added to | 5,160 | 456 | 0.02% | 0.02% | 1111 | +79 | 1.55% | Q4 2025 | Feb 04, 2026 |
| Sharper & Granite LLC | History | Reduced | 5,147 | 455 | 0.16% | 0.18% | 1112 | -485 | -8.61% | Q4 2025 | Jan 27, 2026 |
| Parkwoods Wealth Partners, LLC | History | Added to | 5,133 | 454 | 0.13% | 0.11% | 1115 | +1,556 | 43.5% | Q4 2025 | Jan 15, 2026 |
| Heritage Trust Co | History | Reduced | 5,135 | 454 | 0.05% | 0.06% | 1113 | -1,015 | -16.5% | Q4 2025 | Feb 10, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Reduced | 5,142 | 454 | 0.04% | 0.04% | 1114 | -480 | -8.54% | Q4 2025 | Feb 12, 2026 |
| Daybright Advisory Services, Inc. | History | New | 5,121 | 453 | 0.12% | — | 1117 | +5,121 | New | Q4 2025 | Feb 12, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Reduced | 5,130 | 453 | 0.01% | 0.02% | 1116 | -1,863 | -26.64% | Q4 2025 | Feb 13, 2026 |
| TRUST CO OF OKLAHOMA | History | Added to | 5,114 | 452 | 0.13% | 0.13% | 1118 | +156 | 3.15% | Q4 2025 | Jan 14, 2026 |
| Coppell Advisory Solutions LLC | History | Added to | 5,063 | 451 | 0.04% | 0.05% | 1119 | +115 | 2.32% | Q4 2025 | Feb 17, 2026 |
| Glass Jacobson Investment Advisors llc | History | Reduced | 5,088 | 450 | 0.16% | 0.19% | 1121 | -780 | -13.29% | Q4 2025 | Jan 22, 2026 |
| Brown Financial Advisory | History | No change | 5,087 | 450 | 0.23% | 0.24% | 1120 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| IVC Wealth Advisors LLC | History | Reduced | 5,083 | 449 | 0.2% | 0.21% | 1122 | -48 | -0.94% | Q4 2025 | Jan 16, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Reduced | 5,069 | 448 | 0.05% | 0.08% | 1123 | -2,481 | -32.86% | Q4 2025 | Feb 13, 2026 |
| ALEXANDER LABRUNERIE & CO., INC. | History | New | 5,056 | 447 | 0.16% | — | 1125 | +5,056 | New | Q4 2025 | Mar 26, 2026 |
| Towerpoint Wealth, LLC | History | Reduced | 5,054 | 447 | 0.18% | 0.2% | 1124 | -323 | -6.01% | Q4 2025 | Jan 15, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 5,046 | 446 | 0.02% | 0.01% | 1126 | +2,832 | 127.91% | Q4 2025 | Feb 09, 2026 |
| DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | History | Reduced | 5,027 | 445 | 0.02% | 0.03% | 1127 | -558 | -9.99% | Q4 2025 | Jan 27, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | Reduced | 5,028 | 444 | 0.01% | 0.01% | 1128 | -27 | -0.53% | Q4 2025 | Jan 13, 2026 |
| E&G Advisors, LP | History | No change | 5,016 | 443 | 0.1% | 0.11% | 1129 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Edge Wealth Management LLC | History | No change | 5,000 | 442 | 0.08% | 0.08% | 1130 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Sage Investment Advisers LLC | History | New | 4,995 | 441 | 0.33% | — | 1131 | +4,995 | New | Q4 2025 | Feb 10, 2026 |
| PW Nova Financial Services LLC | History | New | 4,977 | 441 | 0.17% | — | 1132 | +4,977 | New | Q4 2025 | Apr 09, 2026 |
| True North Advisors, LLC | History | New | 4,981 | 440 | 0.06% | — | 1133 | +4,981 | New | Q4 2025 | Jan 22, 2026 |
| Quad-Cities Investment Group, LLC | History | Added to | 4,950 | 438 | 0.18% | 0.19% | 1134 | +151 | 3.15% | Q4 2025 | Jan 14, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 4,943 | 437 | 0.01% | 0.02% | 1137 | -9,192 | -65.03% | Q4 2025 | Feb 10, 2026 |
| GREENLEAF TRUST | History | Reduced | 4,944 | 437 | 0.0% | 0.0% | 1135 | -250 | -4.81% | Q4 2025 | Jan 21, 2026 |
| Keystone Financial Planning, Inc. | History | No change | 4,942 | 437 | 0.13% | 0.13% | 1136 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| MontVue Capital Management, Inc. | History | No change | 4,939 | 437 | 0.29% | 0.3% | 1138 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| PETRA FINANCIAL ADVISORS INC | History | Added to | 4,837 | 428 | 0.25% | 0.26% | 1139 | +3 | 0.06% | Q4 2025 | Jan 21, 2026 |
| GFS Advisors, LLC | History | No change | 4,827 | 427 | 0.05% | 0.06% | 1140 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Indiana Trust & Investment Management Co | History | Reduced | 4,825 | 426 | 0.13% | 0.14% | 1141 | -165 | -3.31% | Q4 2025 | Jan 21, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | Reduced | 4,788 | 423 | 0.08% | 0.33% | 1142 | -20,767 | -81.26% | Q4 2025 | Feb 02, 2026 |
| Northern Capital Management, Inc. | History | No change | 4,788 | 423 | 0.22% | 0.24% | 1143 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| LYELL WEALTH MANAGEMENT, LP | History | No change | 4,780 | 422 | 0.03% | 0.03% | 1144 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Glen Eagle Advisors, LLC | History | Reduced | 4,745 | 419 | 0.06% | 0.06% | 1145 | -116 | -2.39% | Q4 2025 | Feb 13, 2026 |
| Tactive Advisors, LLC | History | Reduced | 4,706 | 416 | 0.12% | 0.12% | 1146 | -103 | -2.14% | Q4 2025 | Jan 09, 2026 |
| Northwest Bancshares, Inc. | History | Added to | 4,693 | 415 | 0.08% | 0.07% | 1147 | +342 | 7.86% | Q4 2025 | Feb 13, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Reduced | 4,692 | 415 | 0.09% | 0.15% | 1148 | -34 | -0.72% | Q4 2025 | Feb 12, 2026 |
| Auour Investments LLC | History | Added to | 4,683 | 414 | 0.13% | 0.08% | 1149 | +2,104 | 81.58% | Q4 2025 | Jan 12, 2026 |
| Vannoy Advisory Group, Inc. | History | Reduced | 4,680 | 414 | 0.26% | 0.28% | 1150 | -19 | -0.4% | Q4 2025 | Jan 15, 2026 |
| MainStreet Investment Advisors LLC | History | Reduced | 4,609 | 407 | 0.06% | 0.07% | 1151 | -1,041 | -18.42% | Q4 2025 | Feb 10, 2026 |
| Annex Advisory Services, LLC | History | Reduced | 4,590 | 406 | 0.01% | 0.01% | 1152 | -1,307 | -22.16% | Q4 2025 | Jan 26, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 4,598 | 406 | 0.01% | 0.01% | 1153 | +1,249 | 37.29% | Q4 2025 | Feb 06, 2026 |
| Manske Wealth Management | History | No change | 4,594 | 406 | 0.12% | 0.13% | 1154 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Covestor Ltd | History | Added to | 4,575 | 405 | 0.21% | 0.2% | 1155 | +524 | 12.94% | Q4 2025 | Feb 06, 2026 |
| Burk Holdings LLC | History | Added to | 4,587 | 405 | 0.19% | 0.2% | 1156 | +483 | 11.77% | Q4 2025 | Feb 12, 2026 |
| Mechanics Financial Corp | History | Reduced | 4,564 | 403 | 0.15% | 0.16% | 1157 | -39 | -0.85% | Q4 2025 | Jan 22, 2026 |
| Venture Visionary Partners LLC | History | Reduced | 4,532 | 401 | 0.01% | 0.01% | 1158 | -212 | -4.47% | Q4 2025 | Feb 13, 2026 |
| Boston Trust Walden Corp | History | Reduced | 4,522 | 400 | 0.0% | 0.0% | 1160 | -243 | -5.1% | Q4 2025 | Jan 28, 2026 |
| CHATHAM CAPITAL GROUP, INC. | History | No change | 4,525 | 400 | 0.06% | 0.06% | 1159 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| MOSAIC FINANCIAL GROUP, LLC | History | Added to | 4,493 | 398 | 0.27% | 0.29% | 1163 | +8 | 0.18% | Q4 2025 | Feb 13, 2026 |
| TOMPKINS FINANCIAL CORP | History | No change | 4,501 | 398 | 0.03% | 0.03% | 1161 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Hillcrest Wealth Advisors - NY, LLC | History | No change | 4,500 | 398 | 0.17% | 0.18% | 1162 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Integrity Investment Advisors, LLC | History | New | 4,488 | 397 | 0.22% | — | 1165 | +4,488 | New | Q4 2025 | Feb 13, 2026 |
| Invst, LLC | History | Reduced | 4,488 | 397 | 0.04% | 0.05% | 1164 | -596 | -11.72% | Q4 2025 | Feb 11, 2026 |
| Total Wealth Planning, LLC | History | Reduced | 4,479 | 396 | 0.85% | 0.71% | 1167 | -62,831 | -93.35% | Q4 2025 | Feb 13, 2026 |
| Sovereign Financial Group, Inc. | History | Reduced | 4,485 | 396 | 0.07% | 0.09% | 1168 | -828 | -15.58% | Q4 2025 | Jan 07, 2026 |
| SigFig Wealth Management, LLC | History | Added to | 4,458 | 396 | 0.01% | 0.01% | 1166 | +812 | 22.27% | Q4 2025 | Jan 16, 2026 |
| Occidental Asset Management, LLC | History | No change | 4,437 | 392 | 0.05% | 0.05% | 1169 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | Added to | 4,423 | 391 | 0.01% | 0.01% | 1170 | +119 | 2.76% | Q4 2025 | Jan 28, 2026 |
| Wick Capital Partners, LLC | History | No change | 4,393 | 388 | 0.07% | 0.1% | 1171 | 0 | 0.0% | Q4 2025 | Mar 02, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 4,370 | 386 | 0.01% | 0.01% | 1172 | -165 | -3.64% | Q4 2025 | Feb 17, 2026 |
| PROFESSIONAL ADVISORY SERVICES INC | History | No change | 4,336 | 384 | 0.05% | 0.05% | 1173 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Fullerton Advisors, LLC | History | New | 4,338 | 383 | 0.38% | — | 1176 | +4,338 | New | Q4 2025 | Feb 02, 2026 |
| FIRST INTERSTATE BANK | History | Reduced | 4,330 | 383 | 0.02% | 0.02% | 1174 | -299 | -6.46% | Q4 2025 | Jan 29, 2026 |
| POSTROCK PARTNERS LLC | History | No change | 4,335 | 383 | 0.17% | 0.18% | 1175 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Strategic Financial Planning, Inc. | History | Added to | 4,315 | 381 | 0.22% | 0.23% | 1177 | +1 | 0.02% | Q4 2025 | Feb 17, 2026 |
| PARTNERS WEALTH MANAGEMENT, LLC | History | Reduced | 4,288 | 379 | 0.4% | 0.39% | 1178 | -93 | -2.12% | Q4 2025 | Jan 20, 2026 |
| Goelzer Investment Management, Inc. | History | Reduced | 4,276 | 378 | 0.02% | 0.02% | 1179 | -363 | -7.82% | Q4 2025 | Jan 14, 2026 |
| Essex LLC | History | Added to | 4,278 | 378 | 0.07% | 0.07% | 1180 | +35 | 0.82% | Q4 2025 | Jan 20, 2026 |
| LAM GROUP, INC. | History | Reduced | 4,280 | 378 | 0.22% | 0.24% | 1181 | -5 | -0.12% | Q4 2025 | Jan 23, 2026 |
| Quotient Wealth Partners, LLC | History | Added to | 4,271 | 377 | 0.01% | 0.01% | 1184 | +541 | 14.5% | Q4 2025 | Jan 22, 2026 |
| HOWARD FINANCIAL SERVICES, LTD. | History | Reduced | 4,271 | 377 | 0.04% | 0.05% | 1183 | -370 | -7.97% | Q4 2025 | Jan 12, 2026 |
| Balefire, LLC | History | Added to | 4,268 | 377 | 0.07% | 0.08% | 1182 | +103 | 2.47% | Q4 2025 | Jan 12, 2026 |
| DKM Wealth Management, Inc. | History | Reduced | 4,271 | 377 | 0.28% | 0.32% | 1185 | -66 | -1.52% | Q4 2025 | Jan 12, 2026 |
| FSC Wealth Advisors, LLC | History | Reduced | 4,259 | 376 | 0.61% | 1.76% | 1187 | -29,061 | -87.22% | Q4 2025 | Jan 22, 2026 |
| DAVIDSON TRUST CO | History | No change | 4,256 | 376 | 0.16% | 0.16% | 1186 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Base Wealth Management LLC | History | Reduced | 4,216 | 373 | 0.2% | 0.27% | 1189 | -1,002 | -19.2% | Q4 2025 | Jan 21, 2026 |
| GEN Financial Management, INC. | History | Reduced | 4,221 | 373 | 0.23% | 0.34% | 1188 | -102 | -2.36% | Q4 2025 | Jan 15, 2026 |
| GWN SECURITIES INC. | History | Reduced | 4,187 | 370 | 0.07% | 0.1% | 1190 | -322 | -7.14% | Q4 2025 | Feb 11, 2026 |
| Financial Life Planners | History | Reduced | 4,189 | 370 | 0.27% | 0.27% | 1192 | -277 | -6.2% | Q4 2025 | Jan 29, 2026 |
| Ballast, Inc. | History | No change | 4,185 | 370 | 0.09% | 0.09% | 1191 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Future Financial Wealth Managment LLC | History | Reduced | 4,068 | 369 | 0.25% | 0.24% | 1193 | -44 | -1.07% | Q4 2025 | Jan 21, 2026 |
| Asset One Wealth Management LLC | History | New | 4,104 | 368 | 0.05% | — | 1195 | +4,104 | New | Q4 2025 | Feb 17, 2026 |
| Balanced Rock Investment Advisors LLC | History | Added to | 4,168 | 368 | 0.26% | 0.26% | 1194 | +314 | 8.15% | Q4 2025 | Feb 13, 2026 |
| RS CRUM INC. | History | No change | 4,155 | 367 | 0.07% | 0.08% | 1196 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| HCR Wealth Advisors | History | New | 4,139 | 366 | 0.04% | — | 1198 | +4,139 | New | Q4 2025 | Jan 27, 2026 |
| ALTFEST L J & CO INC | History | Reduced | 4,144 | 366 | 0.04% | 0.07% | 1197 | -2,354 | -36.23% | Q4 2025 | Jan 23, 2026 |
| Red Mountain Financial, LLC | History | Reduced | 4,126 | 365 | 0.36% | 0.45% | 1199 | -708 | -14.65% | Q4 2025 | Jan 26, 2026 |
| Cypress Wealth Services, LLC | History | New | 4,097 | 362 | 0.05% | — | 1200 | +4,097 | New | Q4 2025 | Jan 14, 2026 |
| SteelPeak Wealth, LLC | History | Added to | 4,095 | 362 | 0.01% | 0.01% | 1202 | +736 | 21.91% | Q4 2025 | Jan 20, 2026 |
| First County Bank /CT/ | History | Reduced | 4,094 | 362 | 0.19% | 0.21% | 1203 | -446 | -9.82% | Q4 2025 | Jan 14, 2026 |
| Bank of Marin | History | Reduced | 4,099 | 362 | 0.25% | 0.27% | 1201 | -41 | -0.99% | Q4 2025 | Feb 17, 2026 |
| Joseph P. Lucia & Associates, LLC | History | Added to | 4,079 | 361 | 0.13% | 0.1% | 1204 | +1,075 | 35.79% | Q4 2025 | Jan 28, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 4,051 | 358 | 0.02% | 0.03% | 1206 | -1,412 | -25.85% | Q4 2025 | Jan 30, 2026 |
| Platform Technology Partners | History | Reduced | 4,049 | 358 | 0.08% | 0.1% | 1205 | -358 | -8.12% | Q4 2025 | Feb 13, 2026 |
| Wilmington Savings Fund Society, FSB | History | Reduced | 4,035 | 357 | 0.01% | 0.01% | 1207 | -1,638 | -28.87% | Q4 2025 | Feb 12, 2026 |
| Essex Financial Services, Inc. | History | Added to | 4,036 | 357 | 0.02% | 0.02% | 1208 | +482 | 13.56% | Q4 2025 | Feb 10, 2026 |
| MARINO, STRAM & ASSOCIATES LLC | History | Reduced | 4,024 | 356 | 0.06% | 0.08% | 1209 | -1,090 | -21.31% | Q4 2025 | Jan 16, 2026 |
| FIRST NATIONAL BANK SIOUX FALLS | History | No change | 4,017 | 355 | 0.11% | 0.11% | 1210 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | History | No change | 3,978 | 355 | 0.03% | 0.04% | 1211 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Maridea Wealth Management LLC | History | Added to | 4,001 | 354 | 0.05% | 0.05% | 1215 | +527 | 15.17% | Q4 2025 | Jan 08, 2026 |
| Brand Asset Management Group, Inc. | History | Added to | 4,010 | 354 | 0.1% | 0.1% | 1212 | +267 | 7.13% | Q4 2025 | Feb 11, 2026 |
| XML Financial, LLC | History | Added to | 4,007 | 354 | 0.03% | 0.03% | 1214 | +214 | 5.64% | Q4 2025 | Feb 11, 2026 |
| SkyOak Wealth, LLC | History | No change | 4,009 | 354 | 0.06% | 0.07% | 1213 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Tanglewood Wealth Management, Inc. | History | Reduced | 3,999 | 353 | 0.03% | 1.73% | 1216 | -199,119 | -98.03% | Q4 2025 | Jan 29, 2026 |
| Wilson & Boucher Capital Management, LLC | History | Reduced | 4,000 | 353 | 0.23% | 0.26% | 1217 | -300 | -6.98% | Q4 2025 | Feb 05, 2026 |
| Beckerman Institutional, LLC | History | No change | 4,001 | 353 | 0.2% | 0.21% | 1218 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | Reduced | 3,941 | 348 | 0.11% | 0.07% | 1221 | -737 | -15.75% | Q4 2025 | Jan 27, 2026 |
| Narwhal Capital Management | History | Reduced | 3,940 | 348 | 0.03% | 0.03% | 1220 | -449 | -10.23% | Q4 2025 | Jan 30, 2026 |
| ROI Financial Advisors, LLC | History | Reduced | 3,942 | 348 | 0.2% | 0.23% | 1222 | -205 | -4.94% | Q4 2025 | Feb 13, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | Reduced | 3,942 | 348 | 0.03% | 0.04% | 1219 | -45 | -1.13% | Q4 2025 | Jan 20, 2026 |
| Rockingstone Advisors LLC | History | Reduced | 3,934 | 348 | 0.16% | 0.18% | 1223 | -25 | -0.63% | Q4 2025 | Jan 28, 2026 |
| TD Capital Management LLC | History | Added to | 3,914 | 346 | 0.03% | 0.03% | 1224 | +35 | 0.9% | Q4 2025 | Feb 26, 2026 |
| Claro Advisors Inc. | History | Added to | 3,903 | 345 | 0.05% | 0.05% | 1225 | +30 | 0.77% | Q4 2025 | Feb 17, 2026 |
| CAPITAL INSIGHT PARTNERS, LLC | History | Reduced | 3,867 | 342 | 0.07% | 0.08% | 1227 | -1,385 | -26.37% | Q4 2025 | Feb 17, 2026 |
| Seascape Capital Management | History | No change | 3,862 | 342 | 0.1% | 0.1% | 1226 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Vawter Financial, Ltd. | History | Reduced | 3,854 | 341 | 0.14% | 0.2% | 1229 | -950 | -19.78% | Q4 2025 | Feb 02, 2026 |
| Trivium Point Advisory, LLC | History | Reduced | 3,854 | 341 | 0.03% | 0.04% | 1228 | -430 | -10.04% | Q4 2025 | Jan 26, 2026 |
| Avalon Trust Co | History | No change | 3,850 | 340 | 0.02% | 0.02% | 1230 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Perkins Coie Trust Co | History | Reduced | 3,839 | 339 | 0.06% | 0.07% | 1232 | -17 | -0.44% | Q4 2025 | Jan 12, 2026 |
| ProVise Management Group, LLC | History | No change | 3,833 | 339 | 0.02% | 0.03% | 1231 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| MATTERN CAPITAL MANAGEMENT, LLC | History | No change | 3,815 | 337 | 0.04% | 0.04% | 1233 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 3,800 | 336 | 0.27% | — | 1234 | +3,800 | New | Q4 2025 | Feb 11, 2026 |
| Vickerman Investment Advisors, Inc. | History | New | 3,790 | 335 | 0.07% | — | 1235 | +3,790 | New | Q4 2025 | Feb 12, 2026 |
| ANCHOR CAPITAL ADVISORS LLC | History | No change | 3,785 | 334 | 0.01% | 0.01% | 1236 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| S Harris Financial Group, LLC | History | New | 3,769 | 333 | 0.32% | — | 1237 | +3,769 | New | Q4 2025 | Mar 03, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Reduced | 3,753 | 332 | 0.04% | 0.05% | 1238 | -60 | -1.57% | Q4 2025 | Feb 04, 2026 |
| Peak Financial Management, Inc. | History | No change | 3,743 | 331 | 0.09% | 0.09% | 1239 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 3,712 | 328 | 0.02% | 0.04% | 1241 | -1,434 | -27.87% | Q4 2025 | Jan 09, 2026 |
| FIRST NATIONAL TRUST CO | History | Reduced | 3,713 | 328 | 0.01% | 0.01% | 1240 | -502 | -11.91% | Q4 2025 | Feb 09, 2026 |
| MERIDIAN INVESTMENT COUNSEL INC. | History | No change | 3,698 | 327 | 0.08% | 0.08% | 1242 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Aegis Wealth Management LLC | History | Added to | 3,686 | 326 | 0.18% | 0.12% | 1243 | +1,152 | 45.46% | Q4 2025 | Jan 14, 2026 |
| CJM Wealth Advisers, Ltd. | History | Reduced | 3,663 | 324 | 0.1% | 0.12% | 1245 | -514 | -12.31% | Q4 2025 | Jan 23, 2026 |
| Parker Financial LLC | History | Reduced | 3,664 | 324 | 0.13% | 0.14% | 1244 | -7 | -0.19% | Q4 2025 | Feb 03, 2026 |
| Key FInancial Inc | History | Added to | 3,643 | 322 | 0.06% | 0.06% | 1247 | +231 | 6.77% | Q4 2025 | Feb 09, 2026 |
| AssuredPartners Investment Advisors, LLC | History | Added to | 3,644 | 322 | 0.05% | 0.07% | 1248 | +52 | 1.45% | Q4 2025 | Feb 03, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | Added to | 3,649 | 322 | 0.0% | 0.0% | 1246 | +35 | 0.97% | Q4 2025 | Feb 12, 2026 |
| BAYBAN | History | New | 3,634 | 321 | 0.28% | — | 1250 | +3,634 | New | Q4 2025 | Mar 05, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | Added to | 3,639 | 321 | 0.24% | 0.12% | 1249 | +2,018 | 124.49% | Q4 2025 | Feb 10, 2026 |
| McClarren Financial Advisors, Inc. | History | Reduced | 1,610 | 319 | 0.19% | 0.21% | 1251 | -1,611 | -50.02% | Q4 2025 | Jan 13, 2026 |
| Fee-Only Financial Planning, L.C. | History | No change | 3,586 | 317 | 0.18% | 0.19% | 1252 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Affinity Capital Advisors, LLC | History | Reduced | 3,566 | 315 | 0.04% | 0.06% | 1253 | -604 | -14.48% | Q4 2025 | Jan 09, 2026 |
| Olde Wealth Management, LLC | History | Added to | 3,559 | 314 | 0.1% | 0.1% | 1254 | +3 | 0.08% | Q4 2025 | Feb 12, 2026 |
| HM PAYSON & CO | History | Reduced | 3,545 | 313 | 0.0% | 0.01% | 1255 | -744 | -17.35% | Q4 2025 | Feb 12, 2026 |
| Brookwood Investment Group LLC | History | Added to | 3,541 | 313 | 0.04% | 0.04% | 1257 | +71 | 2.05% | Q4 2025 | Jan 22, 2026 |
| PACES FERRY WEALTH ADVISORS, LLC | History | Added to | 3,543 | 313 | 0.13% | 0.13% | 1256 | +32 | 0.91% | Q4 2025 | Feb 11, 2026 |
| Old North State Trust, LLC | History | New | 3,510 | 311 | 0.18% | — | 1258 | +3,510 | New | Q4 2025 | Mar 24, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 3,505 | 310 | 0.0% | 0.0% | 1259 | -1,638 | -31.85% | Q4 2025 | Feb 17, 2026 |
| Strategic Financial Partners, Ltd. | History | Added to | 3,503 | 310 | 0.13% | 0.14% | 1260 | +248 | 7.62% | Q4 2025 | Feb 11, 2026 |
| Global Trust Asset Management, LLC | History | Reduced | 3,500 | 309 | 0.12% | 0.52% | 1261 | -9,140 | -72.31% | Q4 2025 | Jan 20, 2026 |
| Oath Planning, LLC | History | New | 3,498 | 309 | 0.3% | — | 1264 | +3,498 | New | Q4 2025 | Feb 12, 2026 |
| Level Financial Advisors | History | Reduced | 3,498 | 309 | 0.08% | 0.16% | 1263 | -2,646 | -43.07% | Q4 2025 | Jan 26, 2026 |
| PENNINGTON PARTNERS & CO., LLC | History | Reduced | 3,501 | 309 | 0.12% | 0.18% | 1262 | -767 | -17.97% | Q4 2025 | Feb 17, 2026 |
| Stockman Wealth Management, Inc. | History | No change | 3,482 | 308 | 0.04% | 0.04% | 1265 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Linscomb Wealth, Inc. | History | Reduced | 3,467 | 306 | 0.01% | 0.01% | 1266 | -276 | -7.37% | Q4 2025 | Feb 10, 2026 |
| Financial Freedom, LLC | History | Added to | 3,462 | 306 | 0.15% | 0.16% | 1268 | +16 | 0.46% | Q4 2025 | Feb 17, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | Added to | 3,459 | 306 | 0.11% | 0.11% | 1267 | +11 | 0.32% | Q4 2025 | Feb 09, 2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | History | Reduced | 3,454 | 305 | 0.08% | 0.14% | 1269 | -3,454 | -50.0% | Q4 2025 | Jan 08, 2026 |
| Busey Bank | History | Reduced | 3,445 | 304 | 0.01% | 0.01% | 1270 | -129 | -3.61% | Q4 2025 | Jan 27, 2026 |
| PFG Advisors | History | Added to | 3,419 | 302 | 0.01% | 0.01% | 1271 | +590 | 20.86% | Q4 2025 | Jan 27, 2026 |
| Embree Financial Group | History | Added to | 3,415 | 302 | 0.04% | 0.04% | 1273 | +90 | 2.71% | Q4 2025 | Jan 14, 2026 |
| Blossom Wealth Management | History | Reduced | 3,422 | 302 | 0.5% | 0.52% | 1272 | -72 | -2.06% | Q4 2025 | Jan 16, 2026 |
| Greykasell Wealth Strategies, Inc. | History | Reduced | 3,412 | 301 | 0.12% | 0.13% | 1274 | -10 | -0.29% | Q4 2025 | Feb 11, 2026 |
| Gold Investment Management Ltd. | History | Added to | 3,385 | 299 | 0.1% | 0.1% | 1275 | +26 | 0.77% | Q4 2025 | Jan 28, 2026 |
| Synergy Financial Group, LTD | History | No change | 3,345 | 295 | 0.21% | 0.21% | 1276 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| StoneX Group Inc. | History | Reduced | 3,323 | 294 | 0.01% | 0.01% | 1277 | -315 | -8.66% | Q4 2025 | Feb 12, 2026 |
| Financial Insights, Inc. | History | Added to | 3,334 | 294 | 0.1% | 0.1% | 1280 | +151 | 4.74% | Q4 2025 | Mar 31, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 3,298 | 294 | 0.02% | 0.02% | 1278 | -22 | -0.66% | Q4 2025 | Jan 15, 2026 |
| HEADINVEST, LLC | History | No change | 3,332 | 294 | 0.06% | 0.06% | 1279 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| McNaughton Wealth Management, LLC | History | Reduced | 3,307 | 292 | 0.12% | 0.15% | 1282 | -675 | -16.95% | Q4 2025 | Jan 12, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Added to | 3,302 | 292 | 0.02% | 0.02% | 1281 | +357 | 12.12% | Q4 2025 | Feb 11, 2026 |
| Prosperity Planning, Inc. | History | No change | 3,304 | 292 | 0.08% | 0.08% | 1283 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Strathmore Capital Advisors, Inc. | History | New | 3,284 | 290 | 0.1% | — | 1285 | +3,284 | New | Q4 2025 | Feb 13, 2026 |
| FLYWHEEL PRIVATE WEALTH LLC | History | Added to | 3,284 | 290 | 0.18% | 0.21% | 1286 | +365 | 12.5% | Q4 2025 | Jan 14, 2026 |
| Atwater Malick LLC | History | No change | 3,285 | 290 | 0.08% | 0.09% | 1284 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| PINNEY & SCOFIELD, INC. | History | Added to | 3,265 | 288 | 0.16% | 0.19% | 1289 | +3 | 0.09% | Q4 2025 | Feb 13, 2026 |
| Clal Insurance Enterprises Holdings Ltd | History | No change | 3,255 | 288 | 0.0% | 0.0% | 1287 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Weaver Consulting Group | History | No change | 3,265 | 288 | 0.07% | 0.08% | 1288 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| WorthPointe, LLC | History | New | 3,249 | 287 | 0.08% | — | 1290 | +3,249 | New | Q4 2025 | Jan 26, 2026 |
| Life Planning Partners, Inc | History | Added to | 3,223 | 285 | 0.22% | 0.21% | 1291 | +1 | 0.03% | Q4 2025 | Jan 16, 2026 |
| IFC Advisors LLC | History | No change | 3,229 | 285 | 0.04% | 0.05% | 1292 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Select Asset Management & Trust | History | No change | 3,197 | 283 | 0.09% | 0.09% | 1293 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 3,192 | 282 | 0.04% | 0.04% | 1295 | +242 | 8.2% | Q4 2025 | Feb 13, 2026 |
| M1 Capital Management LLC | History | Reduced | 3,196 | 282 | 0.12% | 0.13% | 1296 | -89 | -2.71% | Q4 2025 | Feb 13, 2026 |
| SECURITY NATIONAL BANK OF SO DAK | History | No change | 3,190 | 282 | 0.14% | 0.15% | 1294 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 3,167 | 280 | 0.01% | 0.01% | 1298 | -362 | -10.26% | Q4 2025 | Feb 02, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Added to | 3,170 | 280 | 0.03% | 0.03% | 1297 | +153 | 5.07% | Q4 2025 | Jan 20, 2026 |
| SAGE RHINO CAPITAL LLC | History | Reduced | 3,172 | 280 | 0.05% | 0.06% | 1299 | -135 | -4.08% | Q4 2025 | Jan 30, 2026 |
| COOPER/HAIMS ADVISORS, LLC | History | Reduced | 3,163 | 279 | 0.13% | 0.14% | 1301 | -16 | -0.5% | Q4 2025 | Feb 11, 2026 |
| McAdam, LLC | History | Added to | 3,159 | 279 | 0.01% | 0.01% | 1302 | +2 | 0.06% | Q4 2025 | Feb 13, 2026 |
| Colony Family Offices, LLC | History | No change | 3,159 | 279 | 0.07% | 0.07% | 1300 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| MCF Advisors LLC | History | Added to | 3,138 | 277 | 0.02% | 0.01% | 1303 | +1,550 | 97.61% | Q4 2025 | Feb 11, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Added to | 3,131 | 277 | 0.04% | 0.05% | 1304 | +83 | 2.72% | Q4 2025 | Feb 17, 2026 |
| Ironwood Investment Counsel, LLC | History | Reduced | 3,121 | 276 | 0.04% | 0.08% | 1306 | -2,810 | -47.38% | Q4 2025 | Feb 06, 2026 |
| TANDEM CAPITAL MANAGEMENT CORP /ADV | History | No change | 3,122 | 276 | 0.13% | 0.13% | 1305 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Wealth Architects, LLC | History | Reduced | 3,110 | 275 | 0.02% | 0.03% | 1307 | -68 | -2.14% | Q4 2025 | Feb 17, 2026 |
| Quadrant Private Wealth Management, LLC | History | Reduced | 3,111 | 275 | 0.05% | 0.05% | 1308 | -61 | -1.92% | Q4 2025 | Jan 26, 2026 |
| Heritage Family Offices, LLP | History | Added to | 3,115 | 275 | 0.12% | 0.13% | 1309 | +28 | 0.91% | Q4 2025 | Jan 12, 2026 |
| Signal Advisors Wealth, LLC | History | New | 3,106 | 274 | 0.02% | — | 1311 | +3,106 | New | Q4 2025 | Jan 13, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | New | 3,103 | 274 | 0.05% | — | 1310 | +3,103 | New | Q4 2025 | Feb 18, 2026 |
| Sendero Wealth Management, LLC | History | New | 3,095 | 273 | 0.03% | — | 1312 | +3,095 | New | Q4 2025 | Jan 13, 2026 |
| Keebeck Wealth Management | History | New | 3,088 | 273 | 0.03% | — | 1313 | +3,088 | New | Q4 2025 | Feb 17, 2026 |
| Axis Wealth Partners, LLC | History | Added to | 3,095 | 273 | 0.15% | 0.16% | 1314 | +109 | 3.65% | Q4 2025 | Jan 30, 2026 |
| Capital Analysts, LLC | History | Reduced | 3,080 | 272 | 0.01% | 0.03% | 1315 | -7,244 | -70.17% | Q4 2025 | Feb 11, 2026 |
| McGlone Suttner Wealth Management, Inc. | History | Added to | 3,067 | 271 | 0.04% | 0.04% | 1316 | +6 | 0.2% | Q4 2025 | Jan 15, 2026 |
| WJ Financial Advisors LLC | History | New | 3,054 | 270 | 0.24% | — | 1323 | +3,054 | New | Q4 2025 | Feb 02, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | New | 3,052 | 270 | 0.02% | — | 1320 | +3,052 | New | Q4 2025 | Feb 09, 2026 |
| 21 West Wealth Management LLC | History | Added to | 3,059 | 270 | 0.25% | 0.26% | 1322 | +110 | 3.73% | Q4 2025 | Jan 13, 2026 |
| Harbour Capital Advisors, LLC | History | Added to | 3,058 | 270 | 0.05% | 0.06% | 1317 | +58 | 1.93% | Q4 2025 | Jan 07, 2026 |
| Birchcreek Wealth Management, LLC | History | Added to | 3,062 | 270 | 0.13% | 0.14% | 1318 | +57 | 1.9% | Q4 2025 | Jan 16, 2026 |
| Oceanside Advisors LLC | History | Reduced | 3,060 | 270 | 0.16% | 0.17% | 1321 | -12 | -0.39% | Q4 2025 | Jan 26, 2026 |
| Morton Brown Family Wealth, LLC | History | No change | 3,052 | 270 | 0.07% | 0.08% | 1319 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| MARIPAU WEALTH MANAGEMENT LLC | History | New | 3,044 | 269 | 0.12% | — | 1325 | +3,044 | New | Q4 2025 | Feb 17, 2026 |
| Iowa State Bank | History | No change | 3,045 | 269 | 0.05% | 0.05% | 1324 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| Resolute Advisors LLC | History | Reduced | 3,029 | 268 | 0.09% | 0.07% | 1326 | -7 | -0.23% | Q4 2025 | Feb 11, 2026 |
| Abacus Planning Group, Inc. | History | Reduced | 3,022 | 267 | 0.04% | 0.07% | 1327 | -2,271 | -42.91% | Q4 2025 | Jan 16, 2026 |
| Topel & Distasi Wealth Management, LLC | History | Added to | 3,020 | 267 | 0.13% | 0.13% | 1328 | +53 | 1.79% | Q4 2025 | Feb 09, 2026 |
| Hoxton Planning & Management, LLC | History | Added to | 3,012 | 266 | 0.08% | 0.09% | 1329 | +15 | 0.5% | Q4 2025 | Feb 11, 2026 |
| Stonebridge Financial Group, LLC | History | No change | 3,008 | 266 | 0.02% | 0.02% | 1330 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Alexander Randolph Advisory, Inc. | History | No change | 3,000 | 265 | 0.22% | 0.23% | 1331 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| DAVIS R M INC | History | No change | 3,005 | 265 | 0.0% | 0.0% | 1332 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| DELTA CAPITAL MANAGEMENT LLC | History | No change | 3,000 | 265 | 0.15% | 0.14% | 1333 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Lincoln Capital LLC | History | No change | 3,000 | 265 | 0.05% | 0.05% | 1334 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| TRANSATLANTIQUE PRIVATE WEALTH LLC | History | No change | 3,000 | 265 | 0.08% | 0.09% | 1335 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| McNamara Financial Services, Inc. | History | Reduced | 2,975 | 263 | 0.05% | 0.05% | 1336 | -160 | -5.1% | Q4 2025 | Jan 21, 2026 |
| NORTH STAR ASSET MANAGEMENT INC | History | Added to | 2,970 | 262 | 0.01% | 0.01% | 1337 | +735 | 32.89% | Q4 2025 | Feb 09, 2026 |
| Landmark Wealth Management, LLC | History | Added to | 2,963 | 262 | 0.1% | 0.1% | 1338 | +91 | 3.17% | Q4 2025 | Feb 05, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 2,953 | 261 | 0.0% | 0.0% | 1339 | -27 | -0.91% | Q4 2025 | Feb 13, 2026 |
| Capital Asset Advisory Services LLC | History | Reduced | 2,907 | 259 | 0.01% | 0.01% | 1340 | -248 | -7.86% | Q4 2025 | Jan 09, 2026 |
| Gilbert & Cook, Inc. | History | Reduced | 2,909 | 257 | 0.03% | 0.05% | 1342 | -1,607 | -35.58% | Q4 2025 | Jan 07, 2026 |
| Capstone Wealth Management Group LLC | History | Reduced | 2,911 | 257 | 0.16% | 0.19% | 1345 | -354 | -10.84% | Q4 2025 | Jan 09, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Reduced | 2,914 | 257 | 0.0% | 0.0% | 1341 | -345 | -10.59% | Q4 2025 | Feb 12, 2026 |
| Duncan Williams Asset Management, LLC | History | Reduced | 2,831 | 257 | 0.06% | 0.07% | 1344 | -30 | -1.05% | Q4 2025 | Feb 05, 2026 |
| Sprinkle Financial Consultants LLC | History | Added to | 2,913 | 257 | 0.13% | 0.15% | 1343 | +24 | 0.83% | Q4 2025 | Jan 08, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Reduced | 2,903 | 256 | 0.0% | 0.01% | 1346 | -78 | -2.62% | Q4 2025 | Feb 10, 2026 |
| Hopwood Financial Services, Inc. | History | No change | 2,895 | 256 | 0.18% | 0.18% | 1347 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | New | 2,809 | 255 | 0.06% | — | 1348 | +2,809 | New | Q4 2025 | Feb 04, 2026 |
| Equity Wealth Partners, LLC | History | Reduced | 2,882 | 255 | 0.17% | 0.29% | 1352 | -974 | -25.26% | Q4 2025 | Jan 26, 2026 |
| Elite Financial, Inc. | History | Added to | 2,888 | 255 | 0.12% | 0.12% | 1351 | +5 | 0.17% | Q4 2025 | Feb 12, 2026 |
| Twelve Points Wealth Management LLC | History | Reduced | 2,857 | 255 | 0.06% | 0.07% | 1349 | -4 | -0.14% | Q4 2025 | Jan 23, 2026 |
| Seneschal Advisors, LLC | History | No change | 2,886 | 255 | 0.19% | 0.19% | 1350 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CASCADE INVESTMENT GROUP, INC. | History | Added to | 2,875 | 254 | 0.17% | 0.17% | 1353 | +8 | 0.28% | Q4 2025 | Jan 22, 2026 |
| Charter Oak Capital Management, LLC | History | Reduced | 2,867 | 253 | 0.02% | 0.02% | 1355 | -532 | -15.65% | Q4 2025 | Jan 23, 2026 |
| Finward Bancorp | History | Reduced | 2,862 | 253 | 0.2% | 0.2% | 1354 | -87 | -2.95% | Q4 2025 | Jan 21, 2026 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | History | Reduced | 2,862 | 253 | 0.09% | 0.09% | 1356 | -67 | -2.29% | Q4 2025 | Jan 16, 2026 |
| FOCUSED ALPHA, LLC | History | New | 2,858 | 252 | 0.07% | — | 1361 | +2,858 | New | Q4 2025 | Feb 13, 2026 |
| USA FINANCIAL FORMULAS | History | Reduced | 2,856 | 252 | 0.05% | 0.05% | 1357 | -308 | -9.73% | Q4 2025 | Jan 14, 2026 |
| Allegheny Financial Group | History | Added to | 2,852 | 252 | 0.04% | 0.04% | 1359 | +223 | 8.48% | Q4 2025 | Feb 02, 2026 |
| MorganRosel Wealth Management, LLC | History | Reduced | 2,859 | 252 | 0.06% | 0.07% | 1358 | -86 | -2.92% | Q4 2025 | Feb 13, 2026 |
| MELFA WEALTH MANAGEMENT, INC. | History | No change | 2,855 | 252 | 0.15% | 0.15% | 1360 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Guidance Point Advisors, LLC | History | Reduced | 2,836 | 251 | 0.06% | 0.06% | 1363 | -39 | -1.36% | Q4 2025 | Feb 11, 2026 |
| Westmount Partners, LLC | History | Reduced | 2,837 | 251 | 0.06% | 0.07% | 1364 | -24 | -0.84% | Q4 2025 | Jan 15, 2026 |
| AUA CAPITAL MANAGEMENT, LLC | History | No change | 2,845 | 251 | 0.13% | 0.15% | 1362 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Pekin Hardy Strauss, Inc. | History | New | 2,826 | 250 | 0.02% | — | 1366 | +2,826 | New | Q4 2025 | Jan 30, 2026 |
| MOSELEY INVESTMENT MANAGEMENT INC | History | Added to | 2,833 | 250 | 0.08% | 0.08% | 1365 | +1 | 0.04% | Q4 2025 | Jan 20, 2026 |
| ADE, LLC | History | No change | 2,834 | 250 | 0.12% | 0.13% | 1367 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| ARWA LLC | History | New | 2,814 | 249 | 0.15% | — | 1368 | +2,814 | New | Q4 2025 | Feb 27, 2026 |
| American Money Management, LLC | History | Reduced | 2,805 | 248 | 0.04% | 0.04% | 1369 | -17 | -0.6% | Q4 2025 | Feb 10, 2026 |
| Ascent Group, LLC | History | Reduced | 2,803 | 248 | 0.01% | 0.01% | 1370 | -11 | -0.39% | Q4 2025 | Jan 20, 2026 |
| Bensler, LLC | History | Added to | 2,808 | 248 | 0.02% | 0.03% | 1371 | +4 | 0.14% | Q4 2025 | Feb 04, 2026 |
| VISTA INVESTMENT MANAGEMENT | History | New | 2,795 | 247 | 0.08% | — | 1372 | +2,795 | New | Q4 2025 | Feb 17, 2026 |
| Davis Capital Management | History | Reduced | 2,799 | 247 | 0.17% | 0.18% | 1373 | -14 | -0.5% | Q4 2025 | Jan 28, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 2,780 | 246 | 0.0% | 0.0% | 1374 | -49,763 | -94.71% | Q4 2025 | Feb 17, 2026 |
| RBA Wealth Management, LLC | History | Added to | 2,790 | 246 | 0.08% | 0.08% | 1378 | +363 | 14.96% | Q4 2025 | Jan 26, 2026 |
| Keystone Financial Group | History | Reduced | 2,782 | 246 | 0.02% | 0.02% | 1376 | -255 | -8.4% | Q4 2025 | Feb 06, 2026 |
| PKS Advisory Services, LLC | History | Reduced | 2,783 | 246 | 0.06% | 0.05% | 1375 | -9 | -0.32% | Q4 2025 | Feb 02, 2026 |
| RDA Financial Network | History | Reduced | 2,783 | 246 | 0.06% | 0.06% | 1377 | -9 | -0.32% | Q4 2025 | Jan 06, 2026 |
| CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC | History | No change | 2,781 | 246 | 0.07% | 0.08% | 1379 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Berger Financial Group, Inc | History | New | 2,773 | 245 | 0.01% | — | 1382 | +2,773 | New | Q4 2025 | Jan 27, 2026 |
| Warren Street Wealth Advisors, LLC | History | New | 2,769 | 245 | 0.07% | — | 1380 | +2,769 | New | Q4 2025 | Jan 29, 2026 |
| Fortis Capital Management LLC | History | Added to | 2,771 | 245 | 0.03% | 0.03% | 1381 | +517 | 22.94% | Q4 2025 | Feb 13, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | Added to | 2,765 | 244 | 0.01% | 0.02% | 1386 | +513 | 22.78% | Q4 2025 | Feb 09, 2026 |
| Sellwood Investment Partners LLC | History | Added to | 2,764 | 244 | 0.1% | 0.09% | 1385 | +315 | 12.86% | Q4 2025 | Jan 26, 2026 |
| Calamos Wealth Management LLC | History | Reduced | 2,765 | 244 | 0.01% | 0.01% | 1383 | -215 | -7.21% | Q4 2025 | Jan 29, 2026 |
| Trust Point Inc. | History | Added to | 2,759 | 244 | 0.02% | 0.02% | 1384 | +205 | 8.03% | Q4 2025 | Jan 13, 2026 |
| SC&H Financial Advisors, Inc. | History | Reduced | 2,764 | 244 | 0.04% | 0.04% | 1387 | -38 | -1.36% | Q4 2025 | Jan 21, 2026 |
| SwitchPoint Financial Planning, LLC | History | Reduced | 2,756 | 243 | 0.17% | 0.21% | 1390 | -356 | -11.44% | Q4 2025 | Feb 17, 2026 |
| TOWER TRUST & INVESTMENT Co | History | Added to | 2,750 | 243 | 0.15% | 0.15% | 1391 | +268 | 10.8% | Q4 2025 | Jan 21, 2026 |
| SWS Partners | History | Reduced | 2,754 | 243 | 0.06% | 0.06% | 1388 | -96 | -3.37% | Q4 2025 | Jan 16, 2026 |
| Compass Financial Group, INC/SD | History | Added to | 2,756 | 243 | 0.03% | 0.04% | 1389 | +14 | 0.51% | Q4 2025 | Jan 27, 2026 |
| Ignite Planners, LLC | History | Reduced | 2,674 | 242 | 0.04% | 0.04% | 1392 | -105 | -3.78% | Q4 2025 | Feb 06, 2026 |
| Advantage Trust Co | History | Reduced | 2,728 | 241 | 0.11% | 0.18% | 1396 | -1,560 | -36.38% | Q4 2025 | Jan 29, 2026 |
| Gemmer Asset Management LLC | History | Reduced | 2,732 | 241 | 0.02% | 0.03% | 1394 | -750 | -21.54% | Q4 2025 | Jan 23, 2026 |
| Avantax Planning Partners, Inc. | History | Reduced | 2,729 | 241 | 0.01% | 0.01% | 1393 | -360 | -11.65% | Q4 2025 | Feb 05, 2026 |
| Legacy Advisors, LLC | History | Added to | 2,729 | 241 | 0.03% | 0.03% | 1395 | +83 | 3.14% | Q4 2025 | Jan 27, 2026 |
| Haverford Trust Co | History | Reduced | 2,717 | 240 | 0.0% | 0.0% | 1397 | -186 | -6.41% | Q4 2025 | Feb 13, 2026 |
| FIRST HAWAIIAN BANK | History | Reduced | 2,705 | 239 | 0.03% | 0.05% | 1398 | -1,820 | -40.22% | Q4 2025 | Jan 05, 2026 |
| ETF Store, Inc. | History | Reduced | 2,709 | 239 | 0.24% | 0.27% | 1399 | -48 | -1.74% | Q4 2025 | Jan 22, 2026 |
| RCW Management, LLC | History | New | 2,683 | 237 | 0.24% | — | 1401 | +2,683 | New | Q4 2025 | Jan 30, 2026 |
| CITIZENS & NORTHERN CORP | History | No change | 2,683 | 237 | 0.06% | 0.06% | 1400 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Cypress Capital Group | History | No change | 2,661 | 235 | 0.03% | 0.03% | 1402 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Perennial Investment Advisors, LLC | History | Reduced | 2,638 | 233 | 0.02% | 0.02% | 1404 | -90 | -3.3% | Q4 2025 | Feb 17, 2026 |
| Brickley Wealth Management | History | Added to | 2,638 | 233 | 0.04% | 0.04% | 1403 | +8 | 0.3% | Q4 2025 | Jan 29, 2026 |
| Onyx Bridge Wealth Group LLC | History | Added to | 2,629 | 232 | 0.02% | 0.02% | 1405 | +328 | 14.25% | Q4 2025 | Feb 18, 2026 |
| Van Hulzen Asset Management, LLC | History | Added to | 2,612 | 231 | 0.02% | 0.02% | 1406 | +52 | 2.03% | Q4 2025 | Feb 06, 2026 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | History | Added to | 2,607 | 230 | 0.08% | 0.08% | 1408 | +37 | 1.44% | Q4 2025 | Jan 22, 2026 |
| ATALANTA SOSNOFF CAPITAL, LLC | History | No change | 2,601 | 230 | 0.0% | 0.0% | 1407 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| XY Planning Network, Inc. | History | New | 2,593 | 229 | 0.04% | — | 1409 | +2,593 | New | Q4 2025 | Jan 26, 2026 |
| Pathfinder Wealth Consulting, Inc. | History | New | 2,589 | 229 | 0.14% | — | 1411 | +2,589 | New | Q4 2025 | Feb 09, 2026 |
| Disciplina Capital Management LLC | History | Added to | 2,597 | 229 | 0.03% | 0.03% | 1410 | +23 | 0.89% | Q4 2025 | Feb 11, 2026 |
| Fort Sheridan Advisors LLC | History | Reduced | 2,578 | 228 | 0.03% | 0.03% | 1412 | -249 | -8.81% | Q4 2025 | Feb 10, 2026 |
| Patten Group, Inc. | History | Reduced | 2,572 | 227 | 0.04% | 0.07% | 1413 | -1,162 | -31.12% | Q4 2025 | Jan 23, 2026 |
| DecisionMap Wealth Management, LLC | History | Added to | 2,576 | 227 | 0.14% | 0.13% | 1415 | +368 | 16.67% | Q4 2025 | Jan 07, 2026 |
| Kendall Capital Management | History | No change | 2,570 | 227 | 0.05% | 0.05% | 1414 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| BURLING WEALTH PARTNERS, LLC | History | Reduced | 2,560 | 226 | 0.04% | 0.05% | 1416 | -700 | -21.47% | Q4 2025 | Feb 06, 2026 |
| Paladin Advisory Group, LLC | History | Reduced | 2,548 | 225 | 0.16% | 0.19% | 1418 | -112 | -4.21% | Q4 2025 | Jan 21, 2026 |
| Smith & Howard Wealth Management, LLC | History | No change | 2,548 | 225 | 0.05% | 0.05% | 1417 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| LEE DANNER & BASS INC | History | No change | 2,534 | 224 | 0.02% | 0.02% | 1419 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| TCP Asset Management, LLC | History | Reduced | 2,524 | 223 | 0.04% | 0.04% | 1420 | -49 | -1.9% | Q4 2025 | Jan 07, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | New | 2,498 | 221 | 0.01% | — | 1421 | +2,498 | New | Q4 2025 | Feb 03, 2026 |
| ABLE Financial Group, LLC | History | Reduced | 2,506 | 221 | 0.04% | 0.07% | 1422 | -1,280 | -33.81% | Q4 2025 | Jan 23, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Reduced | 2,495 | 220 | 0.01% | 0.01% | 1424 | -38 | -1.5% | Q4 2025 | Feb 04, 2026 |
| Crestwood Advisors Group, LLC | History | Reduced | 2,492 | 220 | 0.0% | 0.0% | 1423 | -10 | -0.4% | Q4 2025 | Feb 03, 2026 |
| Marex Group plc | History | New | 2,486 | 219 | 0.0% | — | 1427 | +2,486 | New | Q4 2025 | Feb 12, 2026 |
| D.B. Root & Company, LLC | History | New | 2,483 | 219 | 0.05% | — | 1425 | +2,483 | New | Q4 2025 | Feb 03, 2026 |
| Center for Financial Planning, Inc. | History | No change | 2,484 | 219 | 0.02% | 0.02% | 1426 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Pallas Capital Advisors LLC | History | New | 2,466 | 218 | 0.01% | — | 1430 | +2,466 | New | Q4 2025 | Jan 14, 2026 |
| INSPIRION WEALTH ADVISORS, LLC | History | Reduced | 2,471 | 218 | 0.03% | 0.05% | 1428 | -1,186 | -32.43% | Q4 2025 | Jan 09, 2026 |
| Core Wealth Advisors, Inc. | History | Reduced | 2,469 | 218 | 0.06% | 0.07% | 1429 | -629 | -20.3% | Q4 2025 | Feb 17, 2026 |
| Wood Tarver Financial Group, LLC | History | Reduced | 2,472 | 218 | 0.06% | 0.07% | 1431 | -69 | -2.72% | Q4 2025 | Feb 12, 2026 |
| Zinnia Wealth Advisory, LLC | History | New | 2,463 | 217 | 0.23% | — | 1433 | +2,463 | New | Q4 2025 | Feb 13, 2026 |
| Orin Green Financial, LLC | History | No change | 2,459 | 217 | 0.09% | 0.09% | 1432 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Hegarty Advisors, LLC | History | New | 2,445 | 216 | 0.19% | — | 1435 | +2,445 | New | Q4 2025 | Jan 29, 2026 |
| ORLEANS CAPITAL MANAGEMENT CORP/LA | History | Reduced | 2,445 | 216 | 0.13% | 0.15% | 1434 | -75 | -2.98% | Q4 2025 | Feb 13, 2026 |
| Curtis Advisory Group, LLC | History | New | 2,435 | 215 | 0.05% | — | 1437 | +2,435 | New | Q4 2025 | Jan 23, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 2,440 | 215 | 0.01% | 0.01% | 1436 | +213 | 9.56% | Q4 2025 | Jan 20, 2026 |
| Columbia Bank | History | New | 2,429 | 214 | 0.06% | — | 1440 | +2,429 | New | Q4 2025 | Feb 13, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | Reduced | 2,428 | 214 | 0.05% | 0.06% | 1439 | -100 | -3.96% | Q4 2025 | Jan 27, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 2,423 | 214 | 0.03% | 0.03% | 1438 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| MKT Advisors LLC | History | Reduced | 2,394 | 212 | 0.07% | 0.09% | 1441 | -229 | -8.73% | Q4 2025 | Jan 08, 2026 |
| American State Bank (Iowa) | History | Added to | 2,405 | 212 | 0.1% | 0.1% | 1443 | +152 | 6.75% | Q4 2025 | Apr 14, 2026 |
| CGC Financial Services, LLC | History | No change | 2,405 | 212 | 0.06% | 0.06% | 1442 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | History | New | 2,395 | 211 | 0.01% | — | 1444 | +2,395 | New | Q4 2025 | Feb 13, 2026 |
| River Wealth Advisors LLC | History | New | 2,378 | 210 | 0.02% | — | 1445 | +2,378 | New | Q4 2025 | Feb 13, 2026 |
| KERR FINANCIAL PLANNING Corp | History | Added to | 2,334 | 210 | 0.28% | 0.15% | 1447 | +1,138 | 95.15% | Q4 2025 | Feb 10, 2026 |
| AVISO WEALTH MANAGEMENT | History | Added to | 2,383 | 210 | 0.09% | 0.09% | 1446 | +76 | 3.29% | Q4 2025 | Feb 13, 2026 |
| ASL Financial, LLC | History | New | 2,382 | 209 | 0.16% | — | 1452 | +2,382 | New | Q4 2025 | Jan 20, 2026 |
| CBIZ Investment Advisory Services, LLC | History | Reduced | 2,365 | 209 | 0.01% | 0.01% | 1451 | -373 | -13.62% | Q4 2025 | Feb 09, 2026 |
| Sageworth Trust Co | History | Reduced | 2,366 | 209 | 0.01% | 0.01% | 1450 | -197 | -7.69% | Q4 2025 | Feb 03, 2026 |
| GERMAN AMERICAN BANCORP, INC. | History | No change | 2,364 | 209 | 0.02% | 0.02% | 1448 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Ledyard National Bank | History | No change | 2,369 | 209 | 0.02% | 0.02% | 1449 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| BlueStem Wealth Partners, LLC | History | Added to | 2,357 | 208 | 0.02% | 0.02% | 1453 | +21 | 0.9% | Q4 2025 | Feb 06, 2026 |
| WealthCare Investment Partners, LLC | History | New | 2,348 | 207 | 0.06% | — | 1455 | +2,348 | New | Q4 2025 | Jan 06, 2026 |
| Cassady Wealth & Retirement Planning, LLC | History | New | 2,343 | 207 | 0.13% | — | 1458 | +2,343 | New | Q4 2025 | Apr 02, 2026 |
| Capital Square, LLC | History | Reduced | 2,342 | 207 | 0.11% | 0.12% | 1454 | -162 | -6.47% | Q4 2025 | Feb 13, 2026 |
| Drucker Wealth 3.0, LLC | History | Added to | 2,349 | 207 | 0.04% | 0.04% | 1456 | +119 | 5.34% | Q4 2025 | Feb 03, 2026 |
| Columbia River Financial Group, LLC | History | Reduced | 2,342 | 207 | 0.13% | 0.13% | 1457 | -55 | -2.29% | Q4 2025 | Feb 12, 2026 |
| WESPAC Advisors, LLC | History | New | 2,339 | 206 | 0.11% | — | 1459 | +2,339 | New | Q4 2025 | Jan 14, 2026 |
| BALLAST ADVISORS LLC | History | Added to | 2,338 | 206 | 0.06% | 0.05% | 1461 | +152 | 6.95% | Q4 2025 | Feb 03, 2026 |
| Oak Asset Management, LLC | History | Reduced | 2,338 | 206 | 0.07% | 0.08% | 1460 | -145 | -5.84% | Q4 2025 | Jan 14, 2026 |
| AlphaCentric Advisors LLC | History | New | 2,319 | 205 | 0.2% | — | 1462 | +2,319 | New | Q4 2025 | Feb 12, 2026 |
| Welch Group, LLC | History | New | 2,315 | 204 | 0.01% | — | 1463 | +2,315 | New | Q4 2025 | Jan 26, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 2,304 | 204 | 0.02% | 0.02% | 1464 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Navis Wealth Advisors, LLC | History | New | 2,300 | 203 | 0.09% | — | 1466 | +2,300 | New | Q4 2025 | Feb 13, 2026 |
| Townsend Financial Planning, LLC | History | New | 2,298 | 203 | 0.2% | — | 1467 | +2,298 | New | Q4 2025 | Feb 17, 2026 |
| Latitude Advisors, LLC | History | Reduced | 2,295 | 203 | 0.09% | 0.1% | 1465 | -230 | -9.11% | Q4 2025 | Jan 27, 2026 |
| Dynamic Wealth Strategies, LLC | History | Added to | 2,288 | 202 | 0.12% | 0.14% | 1469 | +62 | 2.79% | Q4 2025 | Feb 04, 2026 |
| SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ | History | Reduced | 2,284 | 202 | 0.13% | 0.14% | 1468 | -5 | -0.22% | Q4 2025 | Feb 13, 2026 |
| Insight Advisors, LLC/ PA | History | Reduced | 2,273 | 201 | 0.03% | 0.03% | 1471 | -179 | -7.3% | Q4 2025 | Feb 11, 2026 |
| Waterloo Capital, L.P. | History | Reduced | 2,280 | 201 | 0.01% | 0.02% | 1470 | -17 | -0.74% | Q4 2025 | Feb 10, 2026 |
| Lodestone Wealth Management LLC | History | Reduced | 2,283 | 201 | 0.08% | 0.09% | 1472 | -4 | -0.17% | Q4 2025 | Jan 15, 2026 |
| Grove Street Fiduciary, LLC | History | No change | 2,273 | 201 | 0.08% | 0.1% | 1473 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Traynor Capital Management, Inc. | History | Reduced | 2,268 | 200 | 0.01% | 0.01% | 1474 | -77 | -3.28% | Q4 2025 | Jan 12, 2026 |
| Sachetta, LLC | History | Reduced | 2,258 | 199 | 0.11% | 0.17% | 1476 | -2,861 | -55.89% | Q4 2025 | Feb 02, 2026 |
| J.Safra Asset Management Corp | History | New | 2,251 | 199 | 0.01% | — | 1475 | +2,251 | New | Q4 2025 | Feb 11, 2026 |
| OBSIDIAN CIO, LLC | History | Reduced | 2,224 | 196 | 0.29% | 0.03% | 1477 | -587 | -20.88% | Q4 2025 | Feb 18, 2026 |
| Planning Project LLC | History | New | 2,198 | 194 | 0.05% | — | 1479 | +2,198 | New | Q4 2025 | Feb 12, 2026 |
| MYCIO WEALTH PARTNERS, LLC | History | No change | 2,200 | 194 | 0.04% | 0.05% | 1478 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Hilltop National Bank | History | Added to | 2,179 | 192 | 0.05% | 0.04% | 1480 | +317 | 17.02% | Q4 2025 | Jan 07, 2026 |
| GW&K Investment Management, LLC | History | No change | 2,125 | 188 | 0.0% | 0.0% | 1481 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Citizens National Bank Trust Department | History | Reduced | 1,960 | 173 | 0.03% | 0.04% | 1482 | -723 | -26.95% | Q4 2025 | Jan 30, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 1,876 | 166 | 0.02% | — | 1483 | +1,876 | New | Q4 2025 | Feb 13, 2026 |
| Elyxium Wealth, LLC | History | New | 1,825 | 161 | 0.04% | — | 1484 | +1,825 | New | Q4 2025 | Feb 05, 2026 |
| Rossby Financial, LCC | History | Added to | 1,819 | 160 | 0.05% | 0.02% | 1485 | +1,225 | 206.23% | Q4 2025 | Feb 12, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 1,795 | 158 | 0.01% | 0.01% | 1486 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Hanson & Doremus Investment Management | History | Added to | 1,777 | 157 | 0.02% | 0.02% | 1487 | +39 | 2.24% | Q4 2025 | Jan 20, 2026 |
| Archer Investment Corp | History | Reduced | 1,772 | 156 | 0.04% | 0.04% | 1488 | -139 | -7.27% | Q4 2025 | Jan 30, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 1,721 | 152 | 0.01% | 0.01% | 1489 | +153 | 9.76% | Q4 2025 | Jan 21, 2026 |
| MidFirst Bank | History | New | 1,700 | 150 | 0.01% | — | 1491 | +1,700 | New | Q4 2025 | Feb 25, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 1,684 | 150 | 0.02% | 0.02% | 1490 | +1,422 | 542.75% | Q4 2025 | Feb 02, 2026 |
| LFA - Lugano Financial Advisors SA | History | No change | 1,669 | 147 | 0.08% | 0.08% | 1492 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| EFG International AG | History | New | 1,640 | 145 | 0.0% | — | 1494 | +1,640 | New | Q4 2025 | Feb 17, 2026 |
| Asset Dedication, LLC | History | Reduced | 1,644 | 145 | 0.01% | 0.01% | 1493 | -8 | -0.48% | Q4 2025 | Jan 26, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 1,605 | 142 | 0.0% | 0.0% | 1495 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Fairman Group, LLC | History | Added to | 1,588 | 140 | 0.11% | 0.06% | 1497 | +766 | 93.19% | Q4 2025 | Feb 13, 2026 |
| Valued Wealth Advisors LLC | History | Added to | 1,590 | 140 | 0.06% | 0.07% | 1496 | +27 | 1.73% | Q4 2025 | Jan 30, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 1,530 | 136 | 0.0% | 0.0% | 1498 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| First Pacific Financial | History | Added to | 1,537 | 135 | 0.02% | 0.01% | 1499 | +453 | 41.79% | Q4 2025 | Jan 16, 2026 |
| Oakworth Capital, Inc. | History | No change | 1,522 | 134 | 0.01% | 0.01% | 1500 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Keystone Financial Group, Inc. | History | Added to | 1,510 | 133 | 0.07% | 0.08% | 1502 | +12 | 0.8% | Q4 2025 | Jan 16, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Added to | 1,513 | 133 | 0.01% | 0.01% | 1501 | +2 | 0.13% | Q4 2025 | Jan 08, 2026 |
| CHAPMAN FINANCIAL GROUP, LLC | History | No change | 1,508 | 133 | 0.09% | 0.09% | 1503 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Pingora Partners LLC | History | No change | 1,500 | 132 | 0.08% | 0.09% | 1504 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 1,458 | 129 | 0.04% | 0.02% | 1505 | +1,199 | 462.93% | Q4 2025 | Feb 17, 2026 |
| Jupiter Wealth Management LLC | History | Reduced | 1,374 | 128 | 0.06% | 0.12% | 1506 | -1,500 | -52.19% | Q4 2025 | Feb 13, 2026 |
| Bare Financial Services, Inc | History | No change | 1,434 | 126 | 0.04% | 0.04% | 1507 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Elevated Capital Advisors, LLC | History | New | 1,419 | 125 | 0.03% | — | 1509 | +1,419 | New | Q4 2025 | Jan 27, 2026 |
| SIGNATUREFD, LLC | History | Added to | 1,414 | 125 | 0.0% | 0.0% | 1508 | +110 | 8.44% | Q4 2025 | Jan 20, 2026 |
| EASTERN BANK | History | Added to | 1,373 | 121 | 0.0% | 0.0% | 1510 | +1,351 | 6140.91% | Q4 2025 | Jan 14, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 1,327 | 117 | 0.01% | 0.01% | 1511 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| eCIO, Inc. | History | New | 1,320 | 116 | 0.05% | — | 1512 | +1,320 | New | Q4 2025 | Jan 20, 2026 |
| Marquette Asset Management, LLC | History | No change | 1,300 | 115 | 0.02% | 0.02% | 1513 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Miller Global Investments, LLC | History | New | 1,282 | 113 | 0.1% | — | 1514 | +1,282 | New | Q4 2025 | Jan 05, 2026 |
| Urban Financial Advisory Corp | History | No change | 1,266 | 112 | 0.04% | 0.05% | 1515 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| LOM Asset Management Ltd | History | No change | 1,272 | 112 | 0.03% | 0.04% | 1516 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Topsail Wealth Management, LLC | History | No change | 1,260 | 111 | 0.02% | 0.02% | 1517 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Heritage Wealth Advisors | History | Reduced | 1,246 | 110 | 0.0% | 0.02% | 1518 | -4,479 | -78.24% | Q4 2025 | Feb 13, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 1,239 | 109 | 0.01% | 0.01% | 1519 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Knights of Columbus Asset Advisors LLC | History | No change | 1,229 | 108 | 0.01% | 0.01% | 1520 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA | History | Added to | 1,182 | 104 | 0.12% | 0.05% | 1521 | +678 | 134.52% | Q4 2025 | Feb 11, 2026 |
| Basepoint Wealth LLC | History | New | 1,173 | 103 | 0.06% | — | 1522 | +1,173 | New | Q4 2025 | Feb 10, 2026 |
| Granite FO LLC | History | No change | 1,159 | 102 | 0.05% | 0.06% | 1523 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| BARCLAYS PLC | History | Reduced | 1,143 | 101 | 0.0% | 0.0% | 1524 | -2,467 | -68.34% | Q4 2025 | Feb 13, 2026 |
| Bank of Jackson Hole Trust | History | Reduced | 1,128 | 99 | 0.05% | 0.06% | 1525 | -236 | -17.3% | Q4 2025 | Feb 12, 2026 |
| Aspect Partners, LLC | History | Added to | 1,108 | 98 | 0.04% | 0.05% | 1528 | +4 | 0.36% | Q4 2025 | Jan 23, 2026 |
| ATWOOD & PALMER INC | History | No change | 1,112 | 98 | 0.01% | 0.01% | 1526 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Park Place Capital Corp | History | No change | 1,111 | 98 | 0.02% | 0.02% | 1527 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 1,080 | 95 | 0.01% | 0.01% | 1529 | -627 | -36.73% | Q4 2025 | Feb 06, 2026 |
| Clearstead Trust, LLC | History | No change | 1,064 | 94 | 0.01% | 0.02% | 1530 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 1,021 | 90 | 0.05% | 0.04% | 1531 | -281 | -21.58% | Q4 2025 | Feb 18, 2026 |
| HOWE & RUSLING INC | History | No change | 982 | 86 | 0.01% | 0.01% | 1532 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CNB Bank | History | Reduced | 963 | 85 | 0.03% | 0.04% | 1533 | -40 | -3.99% | Q4 2025 | Feb 11, 2026 |
| City State Bank | History | No change | 966 | 85 | 0.02% | 0.03% | 1534 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Generali Asset Management SPA SGR | History | No change | 960 | 84 | 0.0% | 0.0% | 1535 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Balentine LLC | History | Reduced | 927 | 82 | 0.0% | 0.02% | 1536 | -4,068 | -81.44% | Q4 2025 | Feb 02, 2026 |
| Realta Investment Advisors | History | Added to | 938 | 82 | 0.03% | 0.03% | 1537 | +93 | 11.01% | Q4 2025 | Jan 20, 2026 |
| Washington Trust Advisors, Inc. | History | No change | 929 | 82 | 0.01% | 0.01% | 1538 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Glassman Wealth Services | History | Reduced | 921 | 81 | 0.01% | 0.03% | 1539 | -1,070 | -53.74% | Q4 2025 | Jan 28, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 908 | 80 | 0.07% | — | 1540 | +908 | New | Q4 2025 | Feb 10, 2026 |
| Cornerstone Financial Management LLC | History | New | 898 | 79 | 0.07% | — | 1541 | +898 | New | Q4 2025 | Feb 13, 2026 |
| Hurley Capital, LLC | History | Reduced | 891 | 78 | 0.04% | 0.05% | 1542 | -23 | -2.52% | Q4 2025 | Feb 17, 2026 |
| Murphy & Mullick Capital Management Corp | History | Reduced | 849 | 75 | 0.05% | 0.19% | 1545 | -1,946 | -69.62% | Q4 2025 | Feb 10, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | No change | 850 | 75 | 0.0% | 0.0% | 1543 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Pacifica Partners Inc. | History | No change | 852 | 75 | 0.03% | 0.03% | 1544 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Costello Asset Management, INC | History | Added to | 841 | 74 | 0.02% | 0.02% | 1546 | +97 | 13.04% | Q4 2025 | Feb 03, 2026 |
| CX Institutional | History | Added to | 827 | 73 | 0.0% | 0.0% | 1547 | +590 | 248.95% | Q4 2025 | Feb 02, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | Reduced | 810 | 71 | 0.01% | 0.01% | 1548 | -255 | -23.94% | Q4 2025 | Jan 20, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Added to | 806 | 71 | 0.0% | 0.0% | 1549 | +1 | 0.12% | Q4 2025 | Feb 12, 2026 |
| Salomon & Ludwin, LLC | History | No change | 796 | 70 | 0.01% | 0.01% | 1550 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Graney & King, LLC | History | Reduced | 790 | 69 | 0.04% | 0.07% | 1554 | -341 | -30.15% | Q4 2025 | Feb 13, 2026 |
| Aberdeen Wealth Management LLC | History | Added to | 786 | 69 | 0.03% | 0.04% | 1552 | +101 | 14.74% | Q4 2025 | Feb 12, 2026 |
| ALERUS FINANCIAL NA | History | No change | 786 | 69 | 0.0% | 0.0% | 1551 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | No change | 786 | 69 | 0.02% | 0.02% | 1553 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| NBZ Investment Advisors LLC | History | No change | 760 | 67 | 0.03% | 0.04% | 1555 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Triumph Capital Management | History | New | 746 | 66 | 0.01% | — | 1556 | +746 | New | Q4 2025 | Feb 12, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 748 | 66 | 0.01% | 0.01% | 1557 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Jackson Hole Capital Partners, LLC | History | Added to | 738 | 65 | 0.01% | 0.01% | 1558 | +2 | 0.27% | Q4 2025 | Jan 30, 2026 |
| Standard Family Office LLC | History | No change | 704 | 62 | 0.07% | 0.07% | 1559 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| SITTNER & NELSON, LLC | History | No change | 674 | 62 | 0.02% | 0.02% | 1560 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Portfolio Resources Advisor Group, Inc. | History | New | 692 | 61 | 0.06% | — | 1561 | +692 | New | Q4 2025 | Feb 13, 2026 |
| Kingdom Financial Group LLC. | History | New | 668 | 59 | 0.02% | — | 1565 | +668 | New | Q4 2025 | Feb 06, 2026 |
| Creative Capital Management Investments LLC | History | Reduced | 676 | 59 | 0.02% | 0.02% | 1564 | -183 | -21.3% | Q4 2025 | Jan 23, 2026 |
| FINANCIAL CONSULATE, INC | History | Added to | 668 | 59 | 0.01% | 0.01% | 1563 | +38 | 6.03% | Q4 2025 | Jan 22, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | No change | 636 | 59 | 0.04% | 0.04% | 1562 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 665 | 58 | 0.01% | — | 1566 | +665 | New | Q4 2025 | Feb 09, 2026 |
| Bogart Wealth, LLC | History | Reduced | 654 | 57 | 0.0% | 0.0% | 1567 | -11 | -1.65% | Q4 2025 | Jan 30, 2026 |
| Colonial Trust Advisors | History | Added to | 639 | 56 | 0.0% | 0.0% | 1568 | +327 | 104.81% | Q4 2025 | Feb 12, 2026 |
| BankPlus Trust Department | History | No change | 640 | 56 | 0.01% | 0.02% | 1569 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| EPG Wealth Management LLC | History | Reduced | 622 | 55 | 0.01% | 0.02% | 1571 | -63 | -9.2% | Q4 2025 | Jan 28, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 627 | 55 | 0.0% | 0.0% | 1570 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Smallwood Wealth Investment Management, LLC | History | No change | 630 | 55 | 0.03% | 0.03% | 1572 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 573 | 50 | 0.02% | 0.02% | 1573 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| SHP Wealth Management | History | New | 549 | 48 | 0.0% | — | 1575 | +549 | New | Q4 2025 | Mar 04, 2026 |
| Rosenberg Matthew Hamilton | History | Reduced | 544 | 48 | 0.01% | 0.01% | 1576 | -98 | -15.26% | Q4 2025 | Jan 05, 2026 |
| Wealth Watch Advisors, INC | History | Added to | 546 | 48 | 0.02% | 0.02% | 1577 | +36 | 7.06% | Q4 2025 | Feb 17, 2026 |
| Rice Partnership, LLC | History | Reduced | 551 | 48 | 0.01% | 0.01% | 1574 | -29 | -5.0% | Q4 2025 | Feb 10, 2026 |
| 4Thought Financial Group Inc. | History | New | 535 | 47 | 0.02% | — | 1579 | +535 | New | Q4 2025 | Jan 29, 2026 |
| Armor Investment Advisors, LLC | History | Reduced | 532 | 47 | 0.02% | 0.02% | 1578 | -251 | -32.06% | Q4 2025 | Feb 05, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Added to | 525 | 46 | 0.02% | — | 1580 | +523 | 26150.0% | Q4 2025 | Jan 20, 2026 |
| Princeton Global Asset Management LLC | History | Added to | 487 | 43 | 0.01% | 0.01% | 1582 | +3 | 0.62% | Q4 2025 | Jan 20, 2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | History | No change | 488 | 43 | 0.01% | 0.01% | 1581 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 480 | 42 | 0.01% | 0.01% | 1583 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | Added to | 467 | 41 | 0.01% | 0.02% | 1584 | +1 | 0.21% | Q4 2025 | Jan 23, 2026 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | History | No change | 462 | 40 | 0.01% | 0.01% | 1585 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 440 | 39 | 0.01% | 0.01% | 1587 | +92 | 26.44% | Q4 2025 | Feb 10, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 443 | 39 | 0.0% | 0.0% | 1586 | +53 | 13.59% | Q4 2025 | Feb 06, 2026 |
| Camelot Portfolios, LLC | History | New | 431 | 38 | 0.02% | — | 1589 | +431 | New | Q4 2025 | Jan 29, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 439 | 38 | 0.0% | 0.0% | 1588 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| ESL Trust Services, LLC | History | No change | 431 | 38 | 0.01% | 0.01% | 1590 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Founders Financial Alliance, LLC | History | Reduced | 419 | 37 | 0.01% | 0.01% | 1591 | -229 | -35.34% | Q4 2025 | Feb 12, 2026 |
| PITTENGER & ANDERSON INC | History | New | 410 | 36 | 0.0% | — | 1592 | +410 | New | Q4 2025 | Feb 02, 2026 |
| Integrity Financial Corp /WA | History | Reduced | 401 | 35 | 0.02% | 0.02% | 1594 | -7 | -1.72% | Q4 2025 | Feb 13, 2026 |
| Founders Capital Management | History | No change | 400 | 35 | 0.02% | 0.02% | 1593 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Laurel Wealth Advisors LLC | History | New | 386 | 34 | 0.0% | — | 1595 | +386 | New | Q4 2025 | Jan 30, 2026 |
| Roxbury Financial LLC | History | Added to | 390 | 34 | 0.03% | 0.03% | 1596 | +2 | 0.52% | Q4 2025 | Jan 05, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | Added to | 383 | 33 | 0.01% | 0.01% | 1597 | +46 | 13.65% | Q4 2025 | Jan 30, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Added to | 373 | 33 | 0.03% | 0.03% | 1599 | +38 | 11.34% | Q4 2025 | Jan 29, 2026 |
| Richard W. Paul & Associates, LLC | History | Added to | 384 | 33 | 0.01% | 0.01% | 1598 | +2 | 0.52% | Q4 2025 | Feb 12, 2026 |
| NorthAvenue LLC | History | New | 364 | 32 | 0.03% | — | 1603 | +364 | New | Q4 2025 | Apr 02, 2026 |
| Pflug Koory, LLC | History | Added to | 372 | 32 | 0.01% | 0.02% | 1600 | +3 | 0.81% | Q4 2025 | Jan 20, 2026 |
| Cedar Mountain Advisors, LLC | History | Added to | 366 | 32 | 0.01% | 0.01% | 1601 | +3 | 0.83% | Q4 2025 | Feb 11, 2026 |
| Barnes Dennig Private Wealth Management LLC | History | No change | 365 | 32 | 0.03% | 0.04% | 1602 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | Added to | 356 | 31 | 0.0% | 0.0% | 1604 | +113 | 46.5% | Q4 2025 | Jan 22, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 354 | 31 | 0.0% | 0.0% | 1605 | +41 | 13.1% | Q4 2025 | Feb 09, 2026 |
| TSFG, LLC | History | Added to | 334 | 30 | 0.0% | 0.0% | 1606 | +15 | 4.7% | Q4 2025 | Feb 04, 2026 |
| GAMMA Investing LLC | History | Reduced | 329 | 29 | 0.0% | 0.0% | 1608 | -541 | -62.18% | Q4 2025 | Jan 05, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | Reduced | 338 | 29 | 0.02% | 0.03% | 1609 | -200 | -37.17% | Q4 2025 | Feb 17, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 334 | 29 | 0.01% | 0.01% | 1607 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | New | 317 | 28 | 0.0% | — | 1614 | +317 | New | Q4 2025 | Feb 10, 2026 |
| POM Investment Strategies, LLC | History | Added to | 319 | 28 | 0.01% | 0.0% | 1612 | +277 | 659.52% | Q4 2025 | Feb 17, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 326 | 28 | 0.0% | 0.0% | 1610 | -156 | -32.37% | Q4 2025 | Feb 13, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | Reduced | 326 | 28 | 0.02% | 0.02% | 1613 | -7 | -2.1% | Q4 2025 | Feb 05, 2026 |
| Newbridge Financial Services Group, Inc. | History | Added to | 323 | 28 | 0.0% | 0.0% | 1611 | +3 | 0.94% | Q4 2025 | Jan 21, 2026 |
| Copia Wealth Management | History | No change | 327 | 28 | 0.02% | 0.02% | 1615 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Gen-Wealth Partners Inc | History | Added to | 306 | 27 | 0.01% | 0.01% | 1621 | +11 | 3.73% | Q4 2025 | Feb 13, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 315 | 27 | 0.0% | 0.0% | 1618 | +2 | 0.64% | Q4 2025 | Feb 13, 2026 |
| RESOURCES MANAGEMENT CORP /CT/ /ADV | History | No change | 305 | 27 | 0.0% | 0.0% | 1616 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CKW FINANCIAL GROUP | History | No change | 300 | 27 | 0.0% | 0.0% | 1617 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 307 | 27 | 0.0% | 0.0% | 1619 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Tidemark, LLC | History | No change | 310 | 27 | 0.01% | 0.01% | 1620 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| IMG Wealth Management, Inc. | History | New | 295 | 26 | 0.02% | — | 1623 | +295 | New | Q4 2025 | Feb 05, 2026 |
| Evelyn Partners Investment Management LLP | History | New | 295 | 26 | 0.0% | — | 1624 | +295 | New | Q4 2025 | Feb 13, 2026 |
| ADIRONDACK TRUST CO | History | No change | 300 | 26 | 0.01% | 0.01% | 1622 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Joseph Group Capital Management | History | Added to | 289 | 25 | 0.01% | 0.01% | 1626 | +39 | 15.6% | Q4 2025 | Jan 30, 2026 |
| Caitlin John, LLC | History | Added to | 288 | 25 | 0.02% | 0.02% | 1627 | +3 | 1.05% | Q4 2025 | Feb 18, 2026 |
| GODSEY & GIBB, INC | History | No change | 291 | 25 | 0.0% | 0.0% | 1625 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Sterling Capital Management LLC | History | No change | 272 | 24 | 0.0% | 0.0% | 1628 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Corsicana & Co. | History | Reduced | 260 | 23 | 0.01% | 0.03% | 1630 | -250 | -49.02% | Q4 2025 | Jan 07, 2026 |
| CONSULTIVA WEALTH MANAGEMENT, CORP. | History | No change | 265 | 23 | 0.06% | 0.07% | 1629 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Evelyn Partners Investment Management (Europe) Ltd | History | No change | 268 | 23 | 0.01% | 0.01% | 1631 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Missouri Trust & Investment Co | History | No change | 250 | 22 | 0.01% | 0.01% | 1632 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Longview Financial Advisors LLC | History | No change | 254 | 22 | 0.01% | 0.01% | 1633 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Sage Mountain Advisors LLC | History | Reduced | 245 | 21 | 0.0% | 0.02% | 1637 | -3,738 | -93.85% | Q4 2025 | Jan 23, 2026 |
| Qube Research & Technologies Ltd | History | New | 248 | 21 | 0.0% | — | 1636 | +248 | New | Q4 2025 | Feb 17, 2026 |
| Tradewinds Capital Management, LLC | History | Added to | 242 | 21 | 0.0% | 0.0% | 1634 | +1 | 0.41% | Q4 2025 | Jan 14, 2026 |
| Legacy Bridge, LLC | History | No change | 244 | 21 | 0.01% | 0.01% | 1635 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Register Financial Advisors LLC | History | No change | 241 | 21 | 0.01% | 0.01% | 1638 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 227 | 20 | 0.0% | 0.0% | 1639 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | Reduced | 223 | 19 | 0.0% | 0.02% | 1640 | -2,981 | -93.04% | Q4 2025 | Feb 17, 2026 |
| Millstone Evans Group, LLC | History | No change | 225 | 19 | 0.01% | 0.01% | 1641 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Networth Advisors, LLC | History | New | 211 | 18 | 0.01% | — | 1643 | +211 | New | Q4 2025 | Jan 22, 2026 |
| ISLAY CAPITAL MANAGEMENT, LLC | History | No change | 205 | 18 | 0.01% | 0.01% | 1642 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Richardson Capital Management LLC | History | No change | 201 | 17 | 0.01% | 0.01% | 1644 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | No change | 200 | 17 | 0.0% | 0.0% | 1645 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MTM Investment Management, LLC | History | No change | 202 | 17 | 0.01% | 0.01% | 1646 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Dakota Community Bank & Trust NA | History | No change | 199 | 17 | 0.06% | 0.07% | 1647 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Cranbrook Wealth Management, LLC | History | Reduced | 181 | 16 | 0.0% | 0.01% | 1648 | -218 | -54.64% | Q4 2025 | Jan 28, 2026 |
| Ankerstar Wealth, LLC | History | New | 189 | 16 | 0.02% | — | 1651 | +189 | New | Q4 2025 | Feb 12, 2026 |
| Motiv8 Investments LLC | History | New | 181 | 16 | 0.01% | — | 1650 | +181 | New | Q4 2025 | Feb 13, 2026 |
| Eukles Asset Management | History | Reduced | 187 | 16 | 0.01% | 0.01% | 1649 | -27 | -12.62% | Q4 2025 | Feb 09, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | New | 180 | 15 | 0.01% | — | 1657 | +180 | New | Q4 2025 | Feb 19, 2026 |
| S&T BANK/PA | History | No change | 175 | 15 | 0.0% | 0.0% | 1652 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 175 | 15 | 0.0% | 0.0% | 1653 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Farmers & Merchants Trust Co of Chambersburg PA | History | No change | 175 | 15 | 0.0% | 0.0% | 1654 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| High Note Wealth, LLC | History | No change | 173 | 15 | 0.0% | 0.0% | 1655 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Ulland Investment Advisors, LLC | History | No change | 170 | 15 | 0.01% | 0.01% | 1656 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| UNION SAVINGS BANK | History | New | 165 | 14 | 0.01% | — | 1661 | +165 | New | Q4 2025 | Mar 06, 2026 |
| Carolina Wealth Advisors, LLC | History | New | 162 | 14 | 0.01% | — | 1659 | +162 | New | Q4 2025 | Jan 21, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Reduced | 164 | 14 | 0.0% | 0.01% | 1658 | -26 | -13.68% | Q4 2025 | Feb 09, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 161 | 14 | 0.01% | 0.01% | 1662 | +2 | 1.26% | Q4 2025 | Jan 26, 2026 |
| Fortis Group Advisors, LLC | History | No change | 167 | 14 | 0.0% | 0.0% | 1660 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Dorato Capital Management | History | New | 150 | 13 | 0.01% | — | 1664 | +150 | New | Q4 2025 | Jan 16, 2026 |
| Coastline Trust Co | History | No change | 150 | 13 | 0.0% | 0.0% | 1663 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Raleigh Capital Management Inc. | History | New | 137 | 12 | 0.0% | — | 1666 | +137 | New | Q4 2025 | Jan 21, 2026 |
| IMA Advisory Services, Inc. | History | No change | 136 | 12 | 0.0% | 0.0% | 1665 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Capital Investment Counsel, Inc | History | New | 130 | 11 | 0.0% | — | 1669 | +130 | New | Q4 2025 | Jan 23, 2026 |
| VAN DEN BERG MANAGEMENT I, INC | History | Reduced | 125 | 11 | 0.0% | 0.01% | 1668 | -95 | -43.18% | Q4 2025 | Feb 17, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | Added to | 129 | 11 | 0.0% | 0.0% | 1667 | +1 | 0.78% | Q4 2025 | Feb 09, 2026 |
| Bollard Group LLC | History | Added to | 126 | 11 | 0.0% | 0.0% | 1671 | +1 | 0.8% | Q4 2025 | Feb 13, 2026 |
| SRH ADVISORS, LLC | History | No change | 125 | 11 | 0.0% | 0.0% | 1670 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Evolution Advisers, Inc. | History | Added to | 116 | 10 | 0.0% | 0.0% | 1672 | +96 | 480.0% | Q4 2025 | Jan 23, 2026 |
| Fortitude Family Office, LLC | History | No change | 117 | 10 | 0.0% | 0.0% | 1673 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | New | 104 | 9 | 0.0% | — | 1674 | +104 | New | Q4 2025 | Feb 13, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 109 | 9 | 0.0% | 0.0% | 1675 | -5 | -4.39% | Q4 2025 | Feb 20, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | No change | 113 | 9 | 0.0% | 0.0% | 1676 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Mountain Hill Investment Partners Corp. | History | No change | 111 | 9 | 0.01% | 0.01% | 1677 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| MONETARY MANAGEMENT GROUP INC | History | New | 101 | 8 | 0.0% | — | 1678 | +101 | New | Q4 2025 | Feb 11, 2026 |
| Benson Wealth Management INC | History | New | 97 | 8 | 0.01% | — | 1682 | +97 | New | Q4 2025 | Feb 12, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | Added to | 97 | 8 | 0.0% | 0.0% | 1680 | +40 | 70.18% | Q4 2025 | Jan 28, 2026 |
| Tower View Wealth Management LLC | History | Added to | 95 | 8 | 0.0% | 0.0% | 1679 | +11 | 13.1% | Q4 2025 | Jan 23, 2026 |
| Kilter Group LLC | History | No change | 97 | 8 | 0.0% | 0.0% | 1681 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Beacon Financial Strategies CORP | History | New | 85 | 7 | 0.0% | — | 1685 | +85 | New | Q4 2025 | Jan 12, 2026 |
| Hamilton Point Investment Advisors, LLC | History | New | 83 | 7 | 0.0% | — | 1683 | +83 | New | Q4 2025 | Feb 12, 2026 |
| Compass Financial Services Inc | History | Reduced | 82 | 7 | 0.0% | 0.01% | 1684 | -81 | -49.69% | Q4 2025 | Feb 27, 2026 |
| Monetary Solutions, Ltd | History | New | 75 | 6 | 0.01% | — | 1689 | +75 | New | Q4 2025 | Feb 23, 2026 |
| IFC & Insurance Marketing, Inc. | History | New | 63 | 6 | 0.01% | — | 1688 | +63 | New | Q4 2025 | Feb 12, 2026 |
| CHESAPEAKE ASSET MANAGEMENT LLC | History | Added to | 68 | 6 | 0.0% | 0.0% | 1686 | +8 | 13.33% | Q4 2025 | Jan 08, 2026 |
| Reyes Financial Architecture, Inc. | History | No change | 73 | 6 | 0.0% | 0.0% | 1687 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | History | Reduced | 57 | 5 | 0.0% | 0.01% | 1690 | -137 | -70.62% | Q4 2025 | Jan 21, 2026 |
| Strive Financial Group ,LLC | History | New | 65 | 5 | 0.0% | — | 1695 | +65 | New | Q4 2025 | Feb 18, 2026 |
| HORIZON FINANCIAL SERVICES, LLC | History | New | 58 | 5 | 0.0% | — | 1691 | +58 | New | Q4 2025 | Jan 12, 2026 |
| FOSTER DYKEMA CABOT & PARTNERS, LLC | History | Reduced | 58 | 5 | 0.0% | 0.0% | 1694 | -20 | -25.64% | Q4 2025 | Feb 12, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 61 | 5 | 0.0% | 0.0% | 1692 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Winthrop Capital Management, LLC | History | No change | 57 | 5 | 0.0% | 0.0% | 1693 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Sunrise Financial Services, LLC | History | New | 47 | 4 | 0.0% | — | 1698 | +47 | New | Q4 2025 | Feb 11, 2026 |
| Navigoe, LLC | History | New | 46 | 4 | 0.0% | — | 1697 | +46 | New | Q4 2025 | Feb 03, 2026 |
| IAG Wealth Partners, LLC | History | No change | 50 | 4 | 0.0% | 0.0% | 1696 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Minot DeBlois Advisors LLC | History | Reduced | 35 | 3 | 0.0% | 0.04% | 1699 | -479 | -93.19% | Q4 2025 | Feb 13, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | New | 42 | 3 | 0.0% | — | 1706 | +42 | New | Q4 2025 | Feb 10, 2026 |
| Jessup Wealth Management, Inc | History | New | 36 | 3 | 0.0% | — | 1705 | +36 | New | Q4 2025 | Feb 11, 2026 |
| Concord Wealth Partners | History | Reduced | 39 | 3 | 0.0% | 0.0% | 1702 | -13 | -25.0% | Q4 2025 | Jan 29, 2026 |
| HighMark Wealth Management LLC | History | Added to | 38 | 3 | 0.0% | 0.0% | 1701 | +2 | 5.56% | Q4 2025 | Feb 05, 2026 |
| Coston, McIsaac & Partners | History | Added to | 38 | 3 | 0.0% | 0.0% | 1704 | +1 | 2.7% | Q4 2025 | Feb 03, 2026 |
| Investors Research Corp | History | No change | 35 | 3 | 0.0% | 0.0% | 1700 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| GoalVest Advisory LLC | History | No change | 44 | 3 | 0.0% | 0.0% | 1703 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Reduced | 24 | 2 | 0.0% | 0.01% | 1711 | -109 | -81.95% | Q4 2025 | Feb 03, 2026 |
| ARVEST INVESTMENTS, INC. | History | New | 25 | 2 | 0.0% | — | 1707 | +25 | New | Q4 2025 | Jan 20, 2026 |
| Allianz Asset Management GmbH | History | Added to | 28 | 2 | 0.0% | 0.0% | 1708 | +1 | 3.7% | Q4 2025 | Feb 11, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | No change | 28 | 2 | 0.0% | 0.0% | 1709 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| ORG Partners LLC | History | No change | 32 | 2 | 0.0% | 0.0% | 1710 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Hughes Financial Services, LLC | History | No change | 31 | 2 | 0.0% | 0.0% | 1712 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Ares Financial Consulting, LLC | History | New | 18 | 1 | 0.0% | — | 1721 | +18 | New | Q4 2025 | Jan 30, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | New | 16 | 1 | 0.0% | — | 1718 | +16 | New | Q4 2025 | Jan 15, 2026 |
| Parvin Asset Management, LLC | History | New | 14 | 1 | 0.0% | — | 1719 | +14 | New | Q4 2025 | Feb 17, 2026 |
| Cresta Advisors, Ltd. | History | New | 12 | 1 | 0.0% | — | 1715 | +12 | New | Q4 2025 | Feb 03, 2026 |
| Financial Management Professionals, Inc. | History | No change | 20 | 1 | 0.0% | 0.0% | 1713 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| OAK HARBOR WEALTH PARTNERS, LLC | History | No change | 18 | 1 | 0.0% | 0.0% | 1714 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 12 | 1 | 0.0% | 0.0% | 1716 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Fairscale Capital, LLC | History | No change | 18 | 1 | 0.0% | 0.0% | 1717 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BROADWATER CAPITAL MANAGEMENT LLC | History | No change | 15 | 1 | 0.0% | 0.0% | 1720 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | History | Closed out | 0 | 0 | — | 0.2% | — | -1,223,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| 1832 Asset Management L.P. | History | Closed out | 0 | 0 | — | 0.05% | — | -659,938 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TrueWealth Financial Partners | History | Closed out | 0 | 0 | — | 5.28% | — | -113,187 | -100.0% | Q3 2025 | Nov 21, 2025 |
| TORNO CAPITAL, LLC | History | Closed out | 0 | 0 | — | 0.62% | — | -82,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Empowered Funds, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -80,150 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Sone Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.59% | — | -76,572 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.18% | — | -73,117 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Lighthouse Investment Partners, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -50,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -48,531 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Forefront Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 1.11% | — | -48,097 | -100.0% | Q3 2025 | Oct 20, 2025 |
| BRIGHTON JONES LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -34,933 | -100.0% | Q3 2025 | Oct 14, 2025 |
| ASHFORD CAPITAL MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.35% | — | -34,252 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Logan Stone Capital, LLC | History | Closed out | 0 | 0 | — | 1.07% | — | -25,714 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CABANA LLC | History | Closed out | 0 | 0 | — | 13.27% | — | -23,740 | -100.0% | Q3 2025 | Oct 15, 2025 |
| United Bank | History | Closed out | 0 | 0 | — | 0.64% | — | -20,254 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Waterford Advisors, LLC | History | Closed out | 0 | 0 | — | 0.56% | — | -17,832 | -100.0% | Q3 2025 | Nov 14, 2025 |
| READYSTATE ASSET MANAGEMENT LP | History | Closed out | 0 | 0 | — | 0.05% | — | -12,752 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Total Clarity Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.3% | — | -12,323 | -100.0% | Q3 2025 | Nov 12, 2025 |
| PFG Private Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.5% | — | -12,203 | -100.0% | Q3 2025 | Nov 06, 2025 |
| MARSHALL WACE, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -11,700 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Blue Barn Wealth, LLC | History | Closed out | 0 | 0 | — | 0.47% | — | -11,678 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,543 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Summit Financial Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -7,983 | -100.0% | Q3 2025 | Oct 03, 2025 |
| ADVOCATE GROUP LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -6,213 | -100.0% | Q3 2025 | Oct 20, 2025 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | Closed out | 0 | 0 | — | 0.0% | — | -5,549 | -100.0% | Q3 2025 | Oct 17, 2025 |
| NATIXIS | History | Closed out | 0 | 0 | — | 0.0% | — | -5,385 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Headlands Technologies LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -5,030 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -4,825 | -100.0% | Q3 2025 | Oct 24, 2025 |
| FIRST MANHATTAN CO. LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -4,602 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TUDOR INVESTMENT CORP ET AL | History | Closed out | 0 | 0 | — | 1.86% | — | -4,384 | -100.0% | Q3 2025 | Dec 09, 2025 |
| Sound View Wealth Advisors Group, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -4,373 | -100.0% | Q3 2025 | Nov 10, 2025 |
| SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. | History | Closed out | 0 | 0 | — | 0.28% | — | -4,372 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Lansing Street Advisors | History | Closed out | 0 | 0 | — | 0.1% | — | -3,979 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Cadent Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -3,790 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Forza Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -3,643 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Roger Wittlin Investment Advisory, LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -3,639 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Legacy Private Trust Co. | History | Closed out | 0 | 0 | — | 0.02% | — | -3,631 | -100.0% | Q3 2025 | Oct 08, 2025 |
| MCDANIEL TERRY & CO | History | Closed out | 0 | 0 | — | 0.03% | — | -3,467 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Eagle Bluffs Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -3,348 | -100.0% | Q3 2025 | Nov 06, 2025 |
| GeoWealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,173 | -100.0% | Q3 2025 | Nov 13, 2025 |
| RFP Financial Group LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -3,147 | -100.0% | Q3 2025 | Nov 12, 2025 |
| AllSquare Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -3,047 | -100.0% | Q3 2025 | Jan 12, 2026 |
| Arrowroot Family Office, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -3,021 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Evolution Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -2,940 | -100.0% | Q3 2025 | Oct 28, 2025 |
| B.O.S.S. Retirement Advisors, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -2,885 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Diversified Trust Co | History | Closed out | 0 | 0 | — | 0.0% | — | -2,659 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Horst & Graben Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -2,615 | -100.0% | Q3 2025 | Oct 16, 2025 |
| Strengthening Families & Communities, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -2,584 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Moors & Cabot, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -2,555 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Cadence Bank | History | Closed out | 0 | 0 | — | 0.01% | — | -2,489 | -100.0% | Q3 2025 | Nov 13, 2025 |
| LEIGH BALDWIN & CO., LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -2,458 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PRIVATE CLIENT SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -2,458 | -100.0% | Q3 2025 | Oct 14, 2025 |
| ZEGA Investments, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -2,448 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Perissos Private Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -2,446 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Prostatis Group LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -2,444 | -100.0% | Q3 2025 | Nov 04, 2025 |
| PANORAMIC INVESTMENT ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -2,444 | -100.0% | Q3 2025 | Oct 24, 2025 |
| Advyzon Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -2,405 | -100.0% | Q3 2025 | Nov 10, 2025 |
| NAPLES GLOBAL ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,379 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Exchange Bank | History | Closed out | 0 | 0 | — | 0.15% | — | -2,358 | -100.0% | Q3 2025 | Oct 31, 2025 |
| W.H. Cornerstone Investments Inc. | History | Closed out | 0 | 0 | — | 0.13% | — | -2,304 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Atlanta Consulting Group Advisors, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -2,271 | -100.0% | Q3 2025 | Nov 05, 2025 |
| First Financial Group Corp | History | Closed out | 0 | 0 | — | 0.18% | — | -2,268 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Cottage Street Advisors LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -2,262 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Windward Private Wealth Management Inc. | History | Closed out | 0 | 0 | — | 0.07% | — | -2,238 | -100.0% | Q3 2025 | Nov 05, 2025 |
| CATALYST FINANCIAL PARTNERS LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,238 | -100.0% | Q3 2025 | Nov 12, 2025 |
| MGB Wealth Management, LLC | History | Reduced | 3 | 0 | — | 0.06% | — | -2,225 | -99.87% | Q4 2025 | Feb 17, 2026 |
| ROMANO BROTHERS AND COMPANY | History | Closed out | 0 | 0 | — | 0.02% | — | -2,222 | -100.0% | Q3 2025 | Oct 21, 2025 |
| QUEST INVESTMENT MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,219 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Ironwood Financial, llc | History | Closed out | 0 | 0 | — | 0.04% | — | -2,217 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Magnolia Private Wealth, LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -2,211 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Greenline Partners, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,166 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Mirae Asset Global Investments Co., Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,000 | -100.0% | Q3 2025 | Nov 03, 2025 |
| BLKBRD Asset Management, LP | History | Closed out | 0 | 0 | — | 0.02% | — | -667 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Main Street Group, LTD | History | Closed out | 0 | 0 | — | 0.02% | — | -600 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Heartwood Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -515 | -100.0% | Q3 2025 | Oct 06, 2025 |
| LGT Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -465 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Palisade Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -393 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Operose Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -360 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Pathway Financial Advisers, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -324 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Nemes Rush Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -315 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Security National Bank | History | Closed out | 0 | 0 | — | 0.0% | — | -252 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Rise Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -200 | -100.0% | Q3 2025 | Oct 08, 2025 |
| JPL Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -150 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Friedenthal Financial | History | Closed out | 0 | 0 | — | 0.0% | — | -106 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Main Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q3 2025 | Nov 14, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -94 | -100.0% | Q3 2025 | Nov 03, 2025 |
| TruNorth Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -86 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Family Legacy Financial Solutions, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -69 | -100.0% | Q3 2025 | Oct 07, 2025 |
| Blume Capital Management, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -50 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Cloud Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -46 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Northwest Capital Management Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -37 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Horizon Investments, LLC | History | Reduced | 8 | 0 | — | 0.0% | — | -36 | -81.82% | Q4 2025 | Feb 02, 2026 |
| Financial Gravity Asset Management, Inc. | History | Reduced | 4 | 0 | — | 0.0% | — | -30 | -88.24% | Q4 2025 | Feb 13, 2026 |
| FIDUCIARY ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -28 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Cheviot Value Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -20 | -100.0% | Q3 2025 | Oct 31, 2025 |
| SJS Investment Consulting Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -13 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Activest Wealth Management | History | Reduced | 6 | 0 | — | — | — | -1 | -14.29% | Q4 2025 | Jan 30, 2026 |
| Private Wealth Management Group, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 23, 2026 |
| Key Capital Management, INC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 26, 2026 |
| Quaker Wealth Management, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| HOEY INVESTMENTS, INC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Addison Advisors LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Gould Capital, LLC | History | No change | 11 | 0 | — | 0.0% | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 27, 2026 |
| Stephens Consulting, LLC | History | No change | 11 | 0 | — | 0.0% | — | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Wealth Preservation Advisors, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| Prudent Man Investment Management, Inc. | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |