VANGUARD INDEX FUNDS - VO
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN | History | Added to | 26,968,673 | 7,826,848 | 1.43% | 1.46% | 1 | +763,756 | 2.91% | Q4 2025 | Feb 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 21,489,205 | 6,236,596 | 3.8% | 4.58% | 2 | -1,519,725 | -6.6% | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 18,130,035 | 5,261,698 | 0.38% | 0.35% | 3 | +663,735 | 3.8% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 8,494,623 | 2,465,310 | 0.15% | 0.15% | 4 | +264,421 | 3.21% | Q4 2025 | Feb 13, 2026 |
| Creative Planning | History | Added to | 8,415,358 | 2,442,305 | 1.75% | 1.87% | 5 | +83,858 | 1.01% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 7,143,783 | 2,073,268 | 0.65% | 0.64% | 6 | +407,014 | 6.04% | Q4 2025 | Feb 18, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 6,181,162 | 1,793,897 | 1.13% | 1.18% | 7 | +154,386 | 2.56% | Q4 2025 | Feb 10, 2026 |
| UBS Group AG | History | Added to | 5,568,409 | 1,616,063 | 0.26% | 0.25% | 8 | +32,208 | 0.58% | Q4 2025 | Jan 29, 2026 |
| US BANCORP \DE\ | History | Added to | 5,044,044 | 1,463,917 | 1.72% | 1.61% | 9 | +433,401 | 9.4% | Q4 2025 | Jan 30, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 3,408,504 | 988,939 | 0.22% | 0.23% | 10 | +44,512 | 1.32% | Q4 2025 | Feb 17, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 3,360,803 | 975,372 | 1.38% | 1.32% | 11 | +278,892 | 9.05% | Q4 2025 | Feb 10, 2026 |
| LPL Financial LLC | History | Added to | 3,282,244 | 952,572 | 0.26% | 0.27% | 12 | +114,206 | 3.6% | Q4 2025 | Feb 11, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 2,763,453 | 802,009 | 2.82% | 2.88% | 13 | +104,439 | 3.93% | Q4 2025 | Feb 06, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 2,614,495 | 758,778 | 0.23% | 0.24% | 14 | -233,598 | -8.2% | Q4 2025 | Feb 10, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 2,357,405 | 684,166 | 5.18% | 5.17% | 15 | +140,516 | 6.34% | Q4 2025 | Feb 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 2,304,639 | 668,852 | 0.37% | 0.41% | 16 | -14,810 | -0.64% | Q4 2025 | Feb 06, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 2,185,156 | 634,175 | 1.07% | 0.93% | 17 | +335,091 | 18.11% | Q4 2025 | Feb 12, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 2,137,682 | 620,398 | 0.04% | 0.04% | 18 | +37,049 | 1.76% | Q4 2025 | Feb 11, 2026 |
| Mariner, LLC | History | Added to | 2,006,606 | 582,391 | 0.69% | 0.7% | 19 | +170,455 | 9.28% | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 1,633,750 | 474,147 | 0.08% | — | 20 | +1,633,750 | New | Q4 2025 | Feb 17, 2026 |
| Allworth Financial LP | History | New | 1,520,836 | 441,376 | 1.81% | — | 21 | +1,520,836 | New | Q4 2025 | Feb 05, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Added to | 1,493,829 | 433,540 | 1.04% | 1.04% | 22 | +28,261 | 1.93% | Q4 2025 | Feb 11, 2026 |
| JMG Financial Group, Ltd. | History | Added to | 1,350,785 | 392,024 | 11.02% | 11.12% | 23 | +21,740 | 1.64% | Q4 2025 | Feb 10, 2026 |
| Cetera Investment Advisers | History | Added to | 1,279,135 | 371,230 | 0.41% | 0.42% | 24 | +57,793 | 4.73% | Q4 2025 | Feb 17, 2026 |
| CITIGROUP INC | History | Added to | 1,255,055 | 364,242 | 0.16% | 0.0% | 25 | +1,221,018 | 3587.33% | Q4 2025 | Feb 13, 2026 |
| Nicholas Hoffman & Company, LLC. | History | Added to | 1,176,433 | 341,424 | 7.92% | 8.34% | 26 | +3,447 | 0.29% | Q4 2025 | Feb 02, 2026 |
| Border to Coast Pensions Partnership Ltd | History | Reduced | 1,143,082 | 332,349 | 5.79% | 6.19% | 27 | -67,068 | -5.54% | Q4 2025 | Jan 26, 2026 |
| Cerity Partners LLC | History | Added to | 1,117,113 | 324,704 | 0.47% | 0.45% | 28 | +174,066 | 18.46% | Q4 2025 | Feb 11, 2026 |
| HighTower Advisors, LLC | History | Added to | 1,061,641 | 308,109 | 0.34% | 0.34% | 29 | +40,568 | 3.97% | Q4 2025 | Feb 06, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 1,043,549 | 302,858 | 0.4% | 0.44% | 30 | -109,835 | -9.52% | Q4 2025 | Feb 12, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 1,013,024 | 293,999 | 0.05% | 0.05% | 31 | -11,262 | -1.1% | Q4 2025 | Feb 10, 2026 |
| Midwest Trust Co | History | Added to | 1,005,805 | 291,904 | 3.64% | 3.68% | 32 | +43,940 | 4.57% | Q4 2025 | Feb 04, 2026 |
| REGIONS FINANCIAL CORP | History | New | 945,481 | 274,397 | 1.76% | — | 33 | +945,481 | New | Q4 2025 | Jan 27, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 941,814 | 273,332 | 0.09% | 0.09% | 34 | +179,952 | 23.62% | Q4 2025 | Feb 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 823,348 | 238,952 | 0.03% | 0.03% | 35 | +11,444 | 1.41% | Q4 2025 | Mar 25, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 740,392 | 215,071 | 0.31% | 0.3% | 36 | +7,153 | 0.98% | Q4 2025 | Feb 17, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 737,477 | 214,030 | 0.39% | 0.35% | 37 | +133,999 | 22.2% | Q4 2025 | Mar 16, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 711,503 | 206,508 | 0.19% | 0.18% | 38 | +26,527 | 3.87% | Q4 2025 | Feb 13, 2026 |
| Clearstead Advisors, LLC | History | Added to | 701,621 | 203,624 | 2.57% | 2.69% | 39 | +4,498 | 0.65% | Q4 2025 | Feb 09, 2026 |
| CBIZ Investment Advisory Services, LLC | History | Added to | 630,013 | 181,369 | 6.86% | 7.15% | 40 | +8,706 | 1.4% | Q4 2025 | Feb 09, 2026 |
| Align Financial, LLC | History | New | 176,965 | 176,965 | 0.1% | — | 41 | +176,965 | New | Q4 2025 | Feb 17, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 602,087 | 174,737 | 1.39% | 1.86% | 42 | -605,773 | -50.15% | Q4 2025 | Feb 13, 2026 |
| Pathstone Holdings, LLC | History | New | 594,107 | 172,290 | 0.66% | — | 43 | +594,107 | New | Q4 2025 | Feb 13, 2026 |
| First Command Advisory Services, Inc. | History | Added to | 567,215 | 164,616 | 1.15% | 1.19% | 44 | +7,588 | 1.36% | Q4 2025 | Feb 11, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 554,178 | 160,833 | 1.13% | 1.37% | 45 | +1,565 | 0.28% | Q4 2025 | Feb 18, 2026 |
| Baird Financial Group, Inc. | History | Added to | 552,805 | 160,435 | 0.25% | 0.26% | 46 | +7,521 | 1.38% | Q4 2025 | Feb 13, 2026 |
| SigFig Wealth Management, LLC | History | Added to | 552,458 | 160,334 | 4.78% | 4.88% | 47 | +13,581 | 2.52% | Q4 2025 | Jan 16, 2026 |
| 1832 Asset Management L.P. | History | Added to | 541,319 | 157,101 | 0.12% | 0.12% | 48 | +5,261 | 0.98% | Q4 2025 | Feb 13, 2026 |
| Cresset Asset Management, LLC | History | Added to | 529,150 | 153,569 | 0.65% | 0.43% | 49 | +194,473 | 58.11% | Q4 2025 | Feb 17, 2026 |
| FMR LLC | History | Added to | 523,424 | 151,908 | 0.01% | 0.01% | 50 | +25,494 | 5.12% | Q4 2025 | Feb 17, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 521,244 | 151,275 | 3.89% | 3.92% | 51 | -2,899 | -0.55% | Q4 2025 | Jan 07, 2026 |
| Corient Private Wealth LLC | History | Added to | 518,758 | 150,000 | 0.2% | 0.16% | 52 | +173,472 | 50.24% | Q4 2025 | Mar 09, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 500,120 | 145,144 | 0.03% | — | 53 | +500,120 | New | Q4 2025 | Feb 13, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 480,133 | 139,344 | 0.19% | 0.23% | 54 | -87,662 | -15.44% | Q4 2025 | Feb 02, 2026 |
| Joel Isaacson & Co., LLC | History | Added to | 465,531 | 135,106 | 4.46% | 4.55% | 55 | +36,032 | 8.39% | Q4 2025 | Jan 30, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 451,908 | 131,152 | 0.2% | 0.32% | 56 | -209,720 | -31.7% | Q4 2025 | Feb 18, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 441,169 | 128,035 | 1.41% | 1.44% | 57 | +18,491 | 4.37% | Q4 2025 | Feb 06, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 432,631 | 125,558 | 2.18% | 2.72% | 58 | +33,300 | 8.34% | Q4 2025 | Feb 09, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 423,105 | 122,793 | 0.39% | 0.4% | 59 | -431 | -0.1% | Q4 2025 | Feb 02, 2026 |
| INVICTUS PRIVATE WEALTH, LLC | History | Added to | 421,932 | 122,453 | 7.41% | 7.52% | 60 | +13,062 | 3.19% | Q4 2025 | Feb 13, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 407,474 | 118,257 | 0.27% | 0.27% | 61 | +22,189 | 5.76% | Q4 2025 | Feb 11, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 386,482 | 115,415 | 2.84% | 2.92% | 62 | +6,679 | 1.76% | Q4 2025 | Jan 28, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 384,043 | 111,456 | 0.27% | 0.28% | 63 | +27,951 | 7.85% | Q4 2025 | Feb 13, 2026 |
| Financial Synergies Wealth Advisors, Inc. | History | Added to | 382,860 | 111,113 | 10.73% | 11.07% | 64 | +10,647 | 2.86% | Q4 2025 | Feb 06, 2026 |
| Millburn Ridgefield LLC /DE/ | History | No change | 379,615 | 110,171 | 2.62% | 2.66% | 65 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Catalyst Capital Advisors LLC | History | No change | 379,615 | 110,171 | 2.26% | 2.25% | 66 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| COUNTRY TRUST BANK | History | Added to | 348,110 | 101,028 | 1.83% | 1.18% | 67 | +165,022 | 90.13% | Q4 2025 | Jan 21, 2026 |
| Waverly Advisors, LLC | History | Added to | 343,322 | 99,638 | 0.81% | 0.16% | 68 | +288,800 | 529.69% | Q4 2025 | Feb 17, 2026 |
| Equitable Holdings, Inc. | History | Added to | 338,421 | 98,216 | 0.67% | 0.73% | 69 | +1,249 | 0.37% | Q4 2025 | Feb 17, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 333,407 | 96,761 | 0.4% | 0.43% | 70 | +12,445 | 3.88% | Q4 2025 | Feb 13, 2026 |
| ASSETMARK, INC | History | Added to | 333,134 | 96,682 | 0.2% | 0.2% | 71 | +15,961 | 5.03% | Q4 2025 | Jan 23, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 331,262 | 96,138 | 0.18% | 0.2% | 72 | -4,578 | -1.36% | Q4 2025 | Feb 17, 2026 |
| Kestra Investment Management, LLC | History | Reduced | 328,543 | 95,349 | 2.33% | 4.29% | 73 | -213,904 | -39.43% | Q4 2025 | Feb 09, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | Reduced | 319,438 | 92,707 | 5.85% | 6.34% | 74 | -12,985 | -3.91% | Q4 2025 | Feb 17, 2026 |
| NewEdge Advisors, LLC | History | Added to | 314,888 | 91,386 | 0.33% | 0.38% | 75 | +31,887 | 11.27% | Q4 2025 | Feb 18, 2026 |
| Merit Financial Group, LLC | History | Added to | 313,237 | 90,907 | 0.73% | 0.69% | 76 | +59,116 | 23.26% | Q4 2025 | Jan 26, 2026 |
| Pine Ridge Advisers LLC | History | No change | 306,122 | 88,842 | 5.3% | 5.35% | 77 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CENTRAL TRUST Co | History | Added to | 297,040 | 86,206 | 1.69% | 1.75% | 78 | +11,461 | 4.01% | Q4 2025 | Feb 02, 2026 |
| Nadler Financial Group, Inc. | History | Added to | 287,558 | 83,454 | 7.76% | 7.89% | 79 | +5,780 | 2.05% | Q4 2025 | Jan 28, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 287,373 | 83,401 | 0.22% | 0.22% | 80 | +11,621 | 4.21% | Q4 2025 | Feb 05, 2026 |
| PITTENGER & ANDERSON INC | History | Added to | 279,656 | 81,161 | 3.12% | 2.94% | 81 | +7,045 | 2.58% | Q4 2025 | Feb 02, 2026 |
| Capital Asset Advisory Services LLC | History | Added to | 257,702 | 77,153 | 3.1% | 3.03% | 82 | +18,535 | 7.75% | Q4 2025 | Jan 09, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 263,042 | 76,339 | 1.32% | 1.58% | 83 | +9,273 | 3.65% | Q4 2025 | Feb 19, 2026 |
| Betterment LLC | History | Added to | 257,568 | 74,751 | 0.14% | 0.14% | 84 | +18,691 | 7.82% | Q4 2025 | Feb 12, 2026 |
| &PARTNERS | History | Added to | 253,708 | 73,818 | 0.39% | 0.42% | 85 | +30,694 | 13.76% | Q4 2025 | Feb 17, 2026 |
| CX Institutional | History | Added to | 253,045 | 73,439 | 2.19% | 1.93% | 86 | +36,587 | 16.9% | Q4 2025 | Feb 02, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 252,244 | 73,206 | 0.9% | 0.83% | 87 | -4,468 | -1.74% | Q4 2025 | Feb 02, 2026 |
| Smithfield Trust Co | History | Reduced | 252,205 | 73,170 | 3.24% | 3.35% | 88 | -2,837 | -1.11% | Q4 2025 | Feb 09, 2026 |
| SilverOak Wealth Management LLC | History | Added to | 244,785 | 71,041 | 11.13% | 11.42% | 89 | +14,373 | 6.24% | Q4 2025 | Jan 28, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Added to | 244,189 | 70,868 | 0.89% | 0.89% | 90 | +10,446 | 4.47% | Q4 2025 | Feb 10, 2026 |
| Schneider Downs Wealth Management Advisors, LP | History | Added to | 242,562 | 70,396 | 7.94% | 8.3% | 91 | +4,384 | 1.84% | Q4 2025 | Feb 12, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 237,030 | 68,822 | 0.06% | — | 92 | +237,030 | New | Q4 2025 | Feb 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 228,092 | 68,288 | 0.09% | 0.1% | 93 | +4,595 | 2.06% | Q4 2025 | Jan 08, 2026 |
| ASSOCIATED BANC-CORP | History | Added to | 234,703 | 68,115 | 1.74% | 1.43% | 94 | +49,731 | 26.89% | Q4 2025 | Feb 06, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 228,741 | 66,546 | 0.12% | 0.04% | 95 | +154,762 | 209.2% | Q4 2025 | Feb 05, 2026 |
| PDS Planning, Inc | History | Added to | 227,783 | 66,107 | 4.42% | 4.55% | 96 | +3,913 | 1.75% | Q4 2025 | Jan 26, 2026 |
| Venture Visionary Partners LLC | History | Reduced | 222,980 | 64,910 | 2.12% | 2.28% | 97 | -3,003 | -1.33% | Q4 2025 | Feb 13, 2026 |
| Private Advisor Group, LLC | History | Reduced | 221,285 | 64,221 | 0.3% | 0.32% | 98 | -995 | -0.45% | Q4 2025 | Feb 17, 2026 |
| Performa Ltd (US), LLC | History | Added to | 214,058 | 62,123 | 15.76% | 15.19% | 99 | +19,085 | 9.79% | Q4 2025 | Feb 10, 2026 |
| Connecticut Wealth Management, LLC | History | Reduced | 212,194 | 61,583 | 2.68% | 2.84% | 100 | -6,055 | -2.77% | Q4 2025 | Feb 12, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 202,332 | 58,725 | 0.03% | 0.01% | 101 | +144,570 | 250.29% | Q4 2025 | Feb 02, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 200,433 | 58,169 | 0.78% | 0.79% | 102 | +5,853 | 3.01% | Q4 2025 | Jan 30, 2026 |
| COMERICA BANK | History | Reduced | 199,790 | 57,982 | 0.23% | 0.22% | 103 | -677 | -0.34% | Q4 2025 | Jan 29, 2026 |
| DAVENPORT & Co LLC | History | Added to | 193,644 | 56,199 | 0.3% | 0.27% | 104 | +21,736 | 12.64% | Q4 2025 | Jan 12, 2026 |
| Focus Partners Wealth | History | Added to | 192,490 | 55,871 | 0.06% | 0.07% | 105 | +35,516 | 22.63% | Q4 2025 | Feb 13, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 191,992 | 55,719 | 2.32% | 2.37% | 106 | +1,218 | 0.64% | Q4 2025 | Feb 09, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 188,352 | 54,663 | 0.3% | 0.26% | 107 | +13,378 | 7.65% | Q4 2025 | Jan 29, 2026 |
| Larson Financial Group LLC | History | Reduced | 186,368 | 54,087 | 1.8% | 2.08% | 108 | -15,921 | -7.87% | Q4 2025 | Feb 06, 2026 |
| Arax Advisory Partners | History | New | 179,194 | 52,006 | 1.51% | — | 109 | +179,194 | New | Q4 2025 | Feb 13, 2026 |
| New Hampshire Trust | History | Reduced | 176,265 | 51,155 | 9.95% | 10.23% | 110 | -4,067 | -2.26% | Q4 2025 | Jan 29, 2026 |
| Northwest Quadrant Wealth Management, LLC | History | Added to | 175,950 | 51,064 | 10.56% | 10.81% | 111 | +1,643 | 0.94% | Q4 2025 | Jan 23, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 175,079 | 50,811 | 0.28% | 0.3% | 112 | -6,080 | -3.36% | Q4 2025 | Feb 12, 2026 |
| Riverpoint Wealth Management Holdings, LLC | History | Added to | 172,259 | 49,992 | 10.74% | 10.88% | 113 | +3,791 | 2.25% | Q4 2025 | Feb 10, 2026 |
| AMG National Trust Bank | History | Added to | 171,973 | 49,910 | 1.17% | 1.07% | 114 | +21,462 | 14.26% | Q4 2025 | Jan 30, 2026 |
| Center for Financial Planning, Inc. | History | Added to | 165,038 | 47,897 | 4.98% | 4.67% | 115 | +16,295 | 10.96% | Q4 2025 | Feb 05, 2026 |
| Bear Mountain Capital, Inc. | History | Added to | 156,527 | 47,156 | 15.22% | 15.2% | 116 | +1,901 | 1.23% | Q4 2025 | Jan 22, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | Added to | 162,096 | 47,043 | 0.41% | 0.42% | 117 | +1,068 | 0.66% | Q4 2025 | Feb 05, 2026 |
| CUTLER INVESTMENT COUNSEL LLC | History | Added to | 161,555 | 46,886 | 4.88% | 4.87% | 118 | +3,829 | 2.43% | Q4 2025 | Feb 12, 2026 |
| BLB&B Advisors, LLC | History | Reduced | 160,810 | 46,670 | 1.95% | 2.05% | 119 | -1,023 | -0.63% | Q4 2025 | Jan 26, 2026 |
| TCV Trust & Wealth Management, Inc. | History | Added to | 157,113 | 45,597 | 3.68% | 3.82% | 120 | +1,715 | 1.1% | Q4 2025 | Jan 23, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 152,857 | 44,362 | 0.5% | 0.65% | 121 | -3,327 | -2.13% | Q4 2025 | Feb 03, 2026 |
| ARKANSAS FINANCIAL GROUP, INC. | History | Reduced | 151,108 | 43,854 | 6.32% | 6.66% | 122 | -2,864 | -1.86% | Q4 2025 | Jan 28, 2026 |
| Pathway Financial Advisors LLC | History | Added to | 142,804 | 42,754 | 5.37% | 5.27% | 123 | +8,279 | 6.15% | Q4 2025 | Jan 14, 2026 |
| BOK Financial Private Wealth, Inc. | History | Added to | 145,859 | 42,331 | 2.59% | 2.67% | 124 | +2,099 | 1.46% | Q4 2025 | Feb 06, 2026 |
| Lido Advisors, LLC | History | Added to | 140,809 | 41,253 | 0.12% | 0.13% | 125 | +1,679 | 1.21% | Q4 2025 | Feb 10, 2026 |
| Perkins Coie Trust Co | History | Added to | 142,113 | 41,242 | 7.68% | 7.67% | 126 | +3,265 | 2.35% | Q4 2025 | Jan 12, 2026 |
| WESBANCO BANK INC | History | Added to | 141,775 | 41,145 | 1.13% | 1.11% | 127 | +6,231 | 4.6% | Q4 2025 | Feb 03, 2026 |
| GLENMEDE TRUST CO NA | History | New | 141,538 | 41,077 | 0.19% | — | 128 | +141,538 | New | Q4 2025 | Feb 17, 2026 |
| Wealthquest Corp | History | Added to | 140,437 | 40,757 | 3.08% | 3.23% | 129 | +2,678 | 1.94% | Q4 2025 | Feb 09, 2026 |
| Heartwood Wealth Advisors LLC | History | Added to | 140,195 | 40,687 | 3.75% | 3.81% | 130 | +1,205 | 0.87% | Q4 2025 | Jan 12, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 139,311 | 40,430 | 2.38% | 2.48% | 131 | +15,135 | 12.19% | Q4 2025 | Feb 10, 2026 |
| STEPHENS INC /AR/ | History | Added to | 138,968 | 40,331 | 0.5% | 0.48% | 132 | +11,234 | 8.79% | Q4 2025 | Feb 05, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Added to | 138,832 | 40,291 | 0.11% | 0.09% | 133 | +25,659 | 22.67% | Q4 2025 | Feb 17, 2026 |
| Fidato Wealth LLC | History | Added to | 138,455 | 40,182 | 25.67% | 26.02% | 134 | +3,704 | 2.75% | Q4 2025 | Feb 13, 2026 |
| Ballast, Inc. | History | Added to | 138,025 | 40,057 | 9.38% | 9.73% | 135 | +1,344 | 0.98% | Q4 2025 | Feb 03, 2026 |
| Fulcrum Capital LLC | History | Added to | 135,733 | 39,392 | 7.91% | 8.05% | 136 | +2,023 | 1.51% | Q4 2025 | Jan 15, 2026 |
| Apella Capital, LLC | History | Added to | 135,255 | 39,253 | 0.78% | 0.83% | 137 | +5,481 | 4.22% | Q4 2025 | Jan 21, 2026 |
| Horizon Investments, LLC | History | Added to | 135,191 | 39,235 | 0.5% | 0.47% | 138 | +12,400 | 10.1% | Q4 2025 | Feb 02, 2026 |
| NORTHERN TRUST CORP | History | Added to | 134,360 | 38,993 | 0.0% | 0.0% | 139 | +1,763 | 1.33% | Q4 2025 | Feb 17, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 131,929 | 38,297 | 0.29% | — | 140 | +131,929 | New | Q4 2025 | Feb 18, 2026 |
| IFC Advisors LLC | History | Added to | 131,672 | 38,213 | 5.58% | 6.92% | 141 | +3,048 | 2.37% | Q4 2025 | Feb 12, 2026 |
| DT Investment Partners, LLC | History | Reduced | 131,616 | 38,197 | 3.16% | 3.32% | 142 | -1,792 | -1.34% | Q4 2025 | Feb 10, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 130,935 | 37,999 | 0.93% | 0.97% | 143 | +3,863 | 3.04% | Q4 2025 | Jan 29, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 128,784 | 37,375 | 0.1% | 0.1% | 144 | +3,580 | 2.86% | Q4 2025 | Feb 17, 2026 |
| TL Private Wealth | History | Reduced | 125,034 | 37,342 | 14.37% | 14.53% | 145 | -20 | -0.02% | Q4 2025 | Jan 12, 2026 |
| Marquette Asset Management, LLC | History | Reduced | 128,441 | 37,276 | 5.5% | 5.79% | 146 | -240 | -0.19% | Q4 2025 | Jan 16, 2026 |
| SP Asset Management LLC | History | Added to | 127,785 | 37,085 | 2.93% | 2.96% | 147 | +997 | 0.79% | Q4 2025 | Jan 28, 2026 |
| MAI Capital Management | History | Added to | 127,536 | 37,013 | 0.21% | 0.21% | 148 | +12,699 | 11.06% | Q4 2025 | Feb 13, 2026 |
| AGF MANAGEMENT LTD | History | Added to | 122,514 | 35,556 | 0.15% | 0.16% | 149 | +554 | 0.45% | Q4 2025 | Feb 17, 2026 |
| GenTrust, LLC | History | Added to | 121,441 | 35,244 | 1.52% | 1.57% | 150 | +4,526 | 3.87% | Q4 2025 | Feb 02, 2026 |
| Conrad Siegel Investment Advisors, Inc. | History | Added to | 119,370 | 34,643 | 6.57% | 7.23% | 151 | +2,042 | 1.74% | Q4 2025 | Jan 14, 2026 |
| Enclave Advisors LLC | History | Added to | 119,127 | 34,572 | 4.9% | 4.79% | 152 | +12,293 | 11.51% | Q4 2025 | Jan 14, 2026 |
| American Trust | History | Added to | 119,080 | 34,559 | 2.91% | 2.92% | 153 | +1,345 | 1.14% | Q4 2025 | Feb 17, 2026 |
| SHUFRO ROSE & CO LLC | History | Added to | 116,688 | 33,865 | 2.29% | 1.59% | 154 | +41,360 | 54.91% | Q4 2025 | Feb 09, 2026 |
| Bouchey Financial Group Ltd | History | Added to | 116,365 | 33,771 | 2.53% | 2.57% | 155 | +2,789 | 2.46% | Q4 2025 | Jan 16, 2026 |
| HB Wealth Management, LLC | History | Reduced | 115,712 | 33,582 | 0.22% | 0.24% | 156 | -2,520 | -2.13% | Q4 2025 | Jan 28, 2026 |
| Summit Financial, LLC | History | Added to | 113,424 | 32,917 | 0.48% | 0.42% | 157 | +20,160 | 21.62% | Q4 2025 | Feb 13, 2026 |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | History | Added to | 109,070 | 32,846 | 4.69% | 4.63% | 158 | +10,888 | 11.09% | Q4 2025 | Feb 11, 2026 |
| Consolidated Portfolio Review Corp | History | Added to | 112,404 | 32,621 | 2.82% | 0.17% | 159 | +107,890 | 2390.12% | Q4 2025 | Jan 26, 2026 |
| Prosperity Consulting Group, LLC | History | Added to | 111,957 | 32,492 | 1.46% | 1.29% | 160 | +22,671 | 25.39% | Q4 2025 | Feb 17, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | Added to | 107,901 | 32,280 | 2.17% | 2.12% | 161 | +14,938 | 16.07% | Q4 2025 | Feb 13, 2026 |
| BROWN ADVISORY INC | History | Added to | 111,208 | 32,274 | 0.05% | 0.04% | 162 | +12,458 | 12.62% | Q4 2025 | Feb 13, 2026 |
| Blankinship & Foster, LLC | History | Added to | 110,408 | 32,042 | 6.92% | 7.03% | 163 | +985 | 0.9% | Q4 2025 | Jan 23, 2026 |
| WHITTIER TRUST CO | History | Added to | 106,789 | 31,971 | 0.35% | 0.33% | 164 | +7,699 | 7.77% | Q4 2025 | Jan 26, 2026 |
| Wealthspire Retirement, LLC | History | Added to | 108,537 | 31,499 | 1.92% | 2.03% | 165 | +319 | 0.29% | Q4 2025 | Feb 18, 2026 |
| Litman Gregory Wealth Management LLC | History | Reduced | 108,331 | 31,439 | 2.3% | 2.38% | 166 | -636 | -0.58% | Q4 2025 | Feb 12, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 107,776 | 31,278 | 0.19% | 0.17% | 167 | +15,188 | 16.4% | Q4 2025 | Jan 29, 2026 |
| Cranbrook Wealth Management, LLC | History | Added to | 107,765 | 31,275 | 6.17% | 6.18% | 168 | +2,959 | 2.82% | Q4 2025 | Jan 28, 2026 |
| BlackRock, Inc. | History | Added to | 104,275 | 30,262 | 0.0% | 0.0% | 169 | +67,486 | 183.44% | Q4 2025 | Feb 12, 2026 |
| Advantage Trust Co | History | Added to | 103,515 | 30,042 | 13.53% | 9.88% | 170 | +29,041 | 38.99% | Q4 2025 | Jan 29, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Reduced | 101,126 | 29,348 | 1.89% | 1.98% | 171 | -1,112 | -1.09% | Q4 2025 | Jan 26, 2026 |
| Procyon Advisors, LLC | History | Added to | 100,246 | 29,093 | 1.44% | 1.74% | 172 | +81 | 0.08% | Q4 2025 | Jan 07, 2026 |
| ProVise Management Group, LLC | History | Added to | 99,462 | 28,865 | 2.05% | 2.13% | 173 | +1,058 | 1.08% | Q4 2025 | Jan 29, 2026 |
| SEARCY FINANCIAL SERVICES INC /ADV | History | Added to | 98,634 | 28,625 | 10.61% | 10.91% | 174 | +893 | 0.91% | Q4 2025 | Jan 22, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 97,737 | 28,365 | 0.3% | 0.17% | 175 | +59,087 | 152.88% | Q4 2025 | Jan 23, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 97,091 | 28,177 | 0.6% | 0.44% | 176 | +30,028 | 44.78% | Q4 2025 | Feb 05, 2026 |
| ARROW FINANCIAL CORP | History | Reduced | 95,506 | 27,717 | 2.76% | 3.0% | 177 | -4,462 | -4.46% | Q4 2025 | Feb 05, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 95,269 | 27,648 | 0.37% | 0.22% | 178 | +56,339 | 144.72% | Q4 2025 | Feb 06, 2026 |
| BCK Partners, Inc. | History | Reduced | 95,057 | 27,587 | 14.91% | 15.31% | 179 | -1,719 | -1.78% | Q4 2025 | Jan 28, 2026 |
| Round Rock Advisors LLC | History | Added to | 94,747 | 27,497 | 4.14% | 4.36% | 180 | +1,108 | 1.18% | Q4 2025 | Apr 07, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | Added to | 94,535 | 27,435 | 1.72% | 1.76% | 181 | +3,767 | 4.15% | Q4 2025 | Jan 21, 2026 |
| ST GERMAIN D J CO INC | History | Added to | 93,639 | 27,175 | 1.06% | 1.1% | 182 | +258 | 0.28% | Q4 2025 | Jan 29, 2026 |
| SOL Capital Management CO | History | Reduced | 93,401 | 27,107 | 2.43% | 2.51% | 183 | -1,865 | -1.96% | Q4 2025 | Jan 30, 2026 |
| Pacific Center for Financial Services | History | No change | 92,087 | 27,049 | 6.9% | 6.9% | 184 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Trust Co of the South | History | Reduced | 92,477 | 26,838 | 4.32% | 4.62% | 185 | -2,237 | -2.36% | Q4 2025 | Jan 05, 2026 |
| Zhang Financial LLC | History | Added to | 92,354 | 26,803 | 1.0% | 1.04% | 186 | +4,806 | 5.49% | Q4 2025 | Feb 10, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 91,888 | 26,667 | 0.26% | 0.26% | 187 | +4,251 | 4.85% | Q4 2025 | Feb 13, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 90,698 | 26,322 | 4.79% | 0.42% | 188 | +418 | 0.46% | Q4 2025 | Mar 04, 2026 |
| Wolff Financial Management LLC | History | Added to | 88,940 | 25,812 | 5.81% | 5.93% | 189 | +1,997 | 2.3% | Q4 2025 | Feb 06, 2026 |
| Callan Family Office, LLC | History | Added to | 88,689 | 25,739 | 0.55% | 0.04% | 190 | +83,887 | 1746.92% | Q4 2025 | Feb 12, 2026 |
| Stephens Consulting, LLC | History | Added to | 88,518 | 25,689 | 8.3% | 8.82% | 191 | +773 | 0.88% | Q4 2025 | Jan 13, 2026 |
| Glenview Trust Co | History | Reduced | 88,378 | 25,649 | 0.4% | 0.41% | 192 | -640 | -0.72% | Q4 2025 | Feb 09, 2026 |
| BOKF, NA | History | Added to | 88,127 | 25,576 | 0.39% | 0.37% | 193 | +4,388 | 5.24% | Q4 2025 | Feb 03, 2026 |
| McIlrath & Eck, LLC | History | Added to | 87,637 | 25,433 | 2.36% | 2.48% | 194 | +5,758 | 7.03% | Q4 2025 | Feb 03, 2026 |
| Cadence Bank | History | Added to | 84,854 | 24,626 | 1.44% | 1.48% | 195 | +1,765 | 2.12% | Q4 2025 | Jan 30, 2026 |
| CWM, LLC | History | Added to | 84,817 | 24,616 | 0.07% | 0.07% | 196 | +3,781 | 4.67% | Q4 2025 | Jan 26, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 84,299 | 24,465 | 1.18% | 0.72% | 197 | +49,243 | 140.47% | Q4 2025 | Feb 12, 2026 |
| Facet Wealth, Inc. | History | Reduced | 81,624 | 24,443 | 0.43% | 0.53% | 198 | -5,453 | -6.26% | Q4 2025 | Jan 29, 2026 |
| American Financial Advisors, LLC | History | Reduced | 83,430 | 24,213 | 3.13% | 3.22% | 199 | -1,718 | -2.02% | Q4 2025 | Feb 03, 2026 |
| TECTONIC ADVISORS LLC | History | Added to | 83,368 | 24,195 | 1.28% | 1.25% | 200 | +5,433 | 6.97% | Q4 2025 | Jan 23, 2026 |
| William Mack & Associates, Inc. | History | Added to | 82,657 | 23,988 | 11.29% | 10.49% | 201 | +16,263 | 24.49% | Q4 2025 | Feb 09, 2026 |
| Cornerstone Advisory, LLC | History | Added to | 82,321 | 23,891 | 2.28% | 2.28% | 202 | +3,289 | 4.16% | Q4 2025 | Jan 28, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | Reduced | 80,124 | 23,253 | 1.88% | 1.95% | 203 | -1,058 | -1.3% | Q4 2025 | Feb 06, 2026 |
| SHP Wealth Management | History | New | 79,349 | 23,031 | 1.79% | — | 204 | +79,349 | New | Q4 2025 | Mar 04, 2026 |
| GeoWealth Management, LLC | History | Reduced | 78,980 | 22,921 | 0.84% | 0.86% | 205 | -1,524 | -1.89% | Q4 2025 | Feb 17, 2026 |
| Marietta Wealth Management, LLC | History | Added to | 78,753 | 22,855 | 2.64% | 2.8% | 206 | +781 | 1.0% | Q4 2025 | Jan 28, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 77,971 | 22,628 | 0.29% | 0.34% | 207 | -8,073 | -9.38% | Q4 2025 | Feb 09, 2026 |
| Mason & Associates, LLC | History | Reduced | 76,753 | 22,275 | 5.06% | 5.65% | 208 | -3,658 | -4.55% | Q4 2025 | Jan 21, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 76,269 | 22,134 | 0.26% | 0.29% | 209 | -33,203 | -30.33% | Q4 2025 | Feb 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 76,260 | 22,132 | 0.0% | 0.0% | 210 | -9,914 | -11.5% | Q4 2025 | Feb 17, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 75,992 | 22,054 | 1.06% | 1.14% | 211 | -4,597 | -5.7% | Q4 2025 | Jan 20, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Reduced | 73,527 | 22,013 | 0.46% | 0.55% | 212 | -14,407 | -16.38% | Q4 2025 | Jan 26, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Reduced | 75,211 | 21,828 | 0.45% | 0.43% | 213 | -6,931 | -8.44% | Q4 2025 | Feb 05, 2026 |
| Grey Fox Wealth Advisors, LLC | History | Added to | 74,903 | 21,738 | 4.45% | 4.3% | 214 | +3,332 | 4.66% | Q4 2025 | Feb 12, 2026 |
| Veracity Capital LLC | History | Added to | 74,313 | 21,567 | 6.35% | 6.63% | 215 | +3,503 | 4.95% | Q4 2025 | Jan 29, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 73,977 | 21,469 | 1.79% | 1.97% | 216 | -6,732 | -8.34% | Q4 2025 | Feb 13, 2026 |
| Simmons Bank | History | Reduced | 73,901 | 21,447 | 1.43% | 1.49% | 217 | -1,976 | -2.6% | Q4 2025 | Feb 05, 2026 |
| FIDELIS iM, LLC | History | Reduced | 73,011 | 21,189 | 8.23% | 15.46% | 218 | -32,218 | -30.62% | Q4 2025 | Jan 23, 2026 |
| NORTHEAST INVESTMENT MANAGEMENT | History | Added to | 72,592 | 21,067 | 0.82% | 0.84% | 219 | +1,657 | 2.34% | Q4 2025 | Feb 04, 2026 |
| Grant Street Asset Management, Inc. | History | Added to | 71,970 | 20,887 | 4.21% | 4.36% | 220 | +1,649 | 2.34% | Q4 2025 | Jan 28, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Reduced | 71,007 | 20,607 | 0.65% | 0.69% | 221 | -1,087 | -1.51% | Q4 2025 | Jan 30, 2026 |
| MONTAG A & ASSOCIATES INC | History | Added to | 70,837 | 20,558 | 0.94% | 0.95% | 222 | +402 | 0.57% | Q4 2025 | Feb 02, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Added to | 70,071 | 20,335 | 0.57% | 0.59% | 223 | +142 | 0.2% | Q4 2025 | Jan 12, 2026 |
| SAGE RHINO CAPITAL LLC | History | Added to | 69,941 | 20,298 | 3.83% | 3.88% | 224 | +1,491 | 2.18% | Q4 2025 | Jan 30, 2026 |
| PRUDENT INVESTORS NETWORK, INC. | History | Reduced | 69,837 | 20,268 | 4.65% | 5.71% | 225 | -9,562 | -12.04% | Q4 2025 | Feb 05, 2026 |
| Twele Capital Management, Inc. | History | Added to | 69,737 | 20,239 | 3.62% | 3.75% | 226 | +602 | 0.87% | Q4 2025 | Jan 09, 2026 |
| BURLING WEALTH PARTNERS, LLC | History | Added to | 69,618 | 20,204 | 3.14% | 3.31% | 227 | +1,609 | 2.37% | Q4 2025 | Feb 06, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 69,147 | 20,067 | 0.23% | 0.24% | 228 | -2,627 | -3.66% | Q4 2025 | Jan 21, 2026 |
| Buck Wealth Strategies, LLC | History | Reduced | 68,896 | 19,995 | 2.54% | 3.56% | 229 | -19,572 | -22.12% | Q4 2025 | Feb 03, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 68,474 | 19,872 | 0.25% | 0.26% | 230 | -20 | -0.03% | Q4 2025 | Jan 29, 2026 |
| BESSEMER GROUP INC | History | Reduced | 68,397 | 19,850 | 0.03% | 0.09% | 231 | -125,404 | -64.71% | Q4 2025 | Feb 05, 2026 |
| Integrated Capital Management, LLC | History | Added to | 67,557 | 19,606 | 8.43% | 8.52% | 232 | +2,212 | 3.39% | Q4 2025 | Jan 26, 2026 |
| BRIDGES INVESTMENT MANAGEMENT INC | History | Added to | 67,485 | 19,585 | 0.25% | 0.22% | 233 | +7,939 | 13.33% | Q4 2025 | Feb 10, 2026 |
| INTRUST BANK NA | History | Added to | 67,048 | 19,458 | 1.61% | 1.64% | 234 | +97 | 0.14% | Q4 2025 | Feb 06, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 66,826 | 19,413 | 0.21% | 0.22% | 235 | +1,302 | 1.99% | Q4 2025 | Feb 02, 2026 |
| Visionary Wealth Advisors | History | Added to | 65,776 | 19,089 | 0.86% | 0.88% | 236 | +1,549 | 2.41% | Q4 2025 | Feb 13, 2026 |
| Ballentine Partners, LLC | History | Reduced | 65,350 | 18,965 | 0.27% | 0.27% | 237 | -7 | -0.01% | Q4 2025 | Feb 03, 2026 |
| RTD Financial Advisors, Inc. | History | Reduced | 65,016 | 18,868 | 2.3% | 2.36% | 238 | -1,775 | -2.66% | Q4 2025 | Jan 27, 2026 |
| World Investment Advisors | History | Added to | 64,917 | 18,840 | 0.31% | 0.3% | 239 | +15,143 | 30.42% | Q4 2025 | Mar 12, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 64,532 | 18,728 | 0.27% | 0.29% | 240 | -17,782 | -21.6% | Q4 2025 | Feb 02, 2026 |
| Quantinno Capital Management LP | History | Added to | 64,518 | 18,724 | 0.04% | 0.04% | 241 | +13,276 | 25.91% | Q4 2025 | Feb 17, 2026 |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | History | Reduced | 63,945 | 18,558 | 0.81% | 0.8% | 242 | -168 | -0.26% | Q4 2025 | Feb 17, 2026 |
| Single Point Partners, LLC | History | Reduced | 63,636 | 18,468 | 3.65% | 3.83% | 243 | -561 | -0.87% | Q4 2025 | Jan 26, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 63,415 | 18,404 | 0.33% | 0.38% | 244 | -3,039 | -4.57% | Q4 2025 | Jan 07, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 63,309 | 18,373 | 0.35% | 0.35% | 245 | +4,102 | 6.93% | Q4 2025 | Feb 12, 2026 |
| Next Level Wealth Planning, LLC | History | Added to | 61,739 | 17,918 | 9.54% | 9.95% | 246 | +1,756 | 2.93% | Q4 2025 | Jan 26, 2026 |
| Meridian Wealth Advisors, LLC | History | Added to | 61,593 | 17,875 | 2.48% | 1.86% | 247 | +16,964 | 38.01% | Q4 2025 | Feb 17, 2026 |
| Sandy Cove Advisors, LLC | History | Added to | 61,468 | 17,839 | 5.28% | 4.63% | 248 | +12,171 | 24.69% | Q4 2025 | Feb 09, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 61,418 | 17,824 | 0.01% | 0.0% | 249 | +17,815 | 40.86% | Q4 2025 | Feb 17, 2026 |
| CHOREO, LLC | History | Added to | 60,809 | 17,812 | 0.23% | 0.23% | 250 | +611 | 1.01% | Q4 2025 | Jan 23, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 61,051 | 17,718 | 0.2% | 0.28% | 251 | +4,812 | 8.56% | Q4 2025 | Jan 29, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | New | 60,934 | 17,684 | 0.01% | — | 252 | +60,934 | New | Q4 2025 | Feb 13, 2026 |
| SAGE FINANCIAL GROUP INC | History | Added to | 60,688 | 17,612 | 1.17% | 1.19% | 253 | +889 | 1.49% | Q4 2025 | Jan 27, 2026 |
| Crane Advisory, LLC | History | Reduced | 58,341 | 17,453 | 2.64% | 2.87% | 254 | -4,050 | -6.49% | Q4 2025 | Jan 15, 2026 |
| HERITAGE INVESTORS MANAGEMENT CORP | History | Reduced | 60,074 | 17,435 | 0.51% | 0.54% | 255 | -1,365 | -2.22% | Q4 2025 | Feb 06, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 59,936 | 17,394 | 0.43% | 0.38% | 256 | +10,109 | 20.29% | Q4 2025 | Feb 09, 2026 |
| HILLMAN CO | History | No change | 59,730 | 17,334 | 6.01% | 5.42% | 257 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 59,473 | 17,260 | 0.92% | 0.9% | 258 | +5,214 | 9.61% | Q4 2025 | Jan 20, 2026 |
| AJ Advisors, LLC | History | Added to | 59,175 | 17,173 | 6.34% | 6.7% | 259 | +3,463 | 6.22% | Q4 2025 | Jan 21, 2026 |
| AlphaCore Capital LLC | History | Added to | 58,722 | 17,042 | 0.38% | 0.55% | 260 | +3,512 | 6.36% | Q4 2025 | Feb 05, 2026 |
| Caprock Group, LLC | History | Added to | 58,150 | 16,876 | 0.36% | 0.41% | 261 | +1,051 | 1.84% | Q4 2025 | Jan 28, 2026 |
| Tribridge Partners Financial LLC | History | Added to | 58,055 | 16,848 | 7.07% | 7.35% | 262 | +3,719 | 6.84% | Q4 2025 | Jan 26, 2026 |
| NORTHSTAR ASSET MANAGEMENT Co | History | Reduced | 57,909 | 16,806 | 3.57% | 3.65% | 263 | -25 | -0.04% | Q4 2025 | Jan 27, 2026 |
| Praetorian Wealth Management, Inc. | History | Reduced | 57,865 | 16,793 | 3.33% | 3.54% | 264 | -856 | -1.46% | Q4 2025 | Jan 14, 2026 |
| Sierra Capital LLC | History | Added to | 57,658 | 16,733 | 1.77% | 1.86% | 265 | +21 | 0.04% | Q4 2025 | Feb 18, 2026 |
| Investments & Financial Planning, LLC | History | Reduced | 57,285 | 16,625 | 8.92% | 9.3% | 266 | -1,342 | -2.29% | Q4 2025 | Feb 23, 2026 |
| DORVAL Corp | History | Added to | 56,843 | 16,496 | 5.27% | 5.4% | 267 | +1,324 | 2.38% | Q4 2025 | Jan 26, 2026 |
| Equity Wealth Partners, LLC | History | Added to | 56,792 | 16,482 | 10.69% | 8.85% | 268 | +19,659 | 52.94% | Q4 2025 | Jan 26, 2026 |
| Napier Financial, LLC | History | New | 56,667 | 16,445 | 4.11% | — | 269 | +56,667 | New | Q4 2025 | Feb 11, 2026 |
| Sylvest Advisors, LLC | History | Added to | 56,541 | 16,409 | 8.75% | 8.78% | 270 | +896 | 1.61% | Q4 2025 | Jan 20, 2026 |
| OAK HARBOR WEALTH PARTNERS, LLC | History | Added to | 56,424 | 16,375 | 3.93% | 4.05% | 271 | +650 | 1.17% | Q4 2025 | Feb 02, 2026 |
| Wedmont Private Capital | History | Added to | 55,132 | 16,305 | 0.57% | 0.6% | 272 | +242 | 0.44% | Q4 2025 | Jan 08, 2026 |
| Goldstone Financial Group, LLC | History | Added to | 55,633 | 16,145 | 1.8% | 1.76% | 273 | +5,047 | 9.98% | Q4 2025 | Feb 13, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 55,525 | 16,114 | 0.03% | 0.07% | 274 | -78,201 | -58.48% | Q4 2025 | Feb 12, 2026 |
| Towerpoint Wealth, LLC | History | Added to | 55,142 | 16,003 | 6.34% | 6.27% | 275 | +3,003 | 5.76% | Q4 2025 | Jan 15, 2026 |
| Parallel Advisors, LLC | History | Reduced | 55,104 | 15,992 | 0.29% | 0.3% | 276 | -11 | -0.02% | Q4 2025 | Feb 11, 2026 |
| EnRich Financial Partners LLC | History | Added to | 54,916 | 15,937 | 4.34% | 4.43% | 277 | +1,969 | 3.72% | Q4 2025 | Jan 28, 2026 |
| Riverview Capital Advisers, LLC | History | Added to | 54,636 | 15,856 | 4.8% | 4.61% | 278 | +323 | 0.59% | Q4 2025 | Feb 17, 2026 |
| VANGUARD GROUP INC | History | Added to | 54,216 | 15,734 | 0.0% | 0.0% | 279 | +549 | 1.02% | Q4 2025 | Jan 29, 2026 |
| James Reed Financial Services, Inc. | History | Added to | 54,175 | 15,722 | 12.6% | 13.77% | 280 | +1,877 | 3.59% | Q4 2025 | Jan 14, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 54,126 | 15,708 | 0.31% | 0.34% | 281 | -1,383 | -2.49% | Q4 2025 | Jan 14, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Added to | 53,990 | 15,669 | 1.71% | 0.88% | 282 | +27,615 | 104.7% | Q4 2025 | Feb 18, 2026 |
| Brand Asset Management Group, Inc. | History | Added to | 53,937 | 15,653 | 4.38% | 4.42% | 283 | +499 | 0.93% | Q4 2025 | Feb 11, 2026 |
| New Insight Wealth Advisors | History | Added to | 53,768 | 15,604 | 5.57% | 5.69% | 284 | +2,307 | 4.48% | Q4 2025 | Feb 17, 2026 |
| FIDUCIENT ADVISORS LLC | History | Added to | 53,585 | 15,551 | 1.93% | 1.83% | 285 | +439 | 0.83% | Q4 2025 | Feb 10, 2026 |
| jvl associates llc | History | Reduced | 53,465 | 15,516 | 5.05% | 5.22% | 286 | -192 | -0.36% | Q4 2025 | Jan 09, 2026 |
| Tarbox Family Office, Inc. | History | Reduced | 53,178 | 15,433 | 2.48% | 2.74% | 287 | -10,354 | -16.3% | Q4 2025 | Jan 21, 2026 |
| Avior Wealth Management, LLC | History | Added to | 55,090 | 15,409 | 0.48% | 0.45% | 288 | +5,594 | 11.3% | Q4 2025 | Jan 06, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Reduced | 53,028 | 15,389 | 0.98% | 1.09% | 289 | -3,616 | -6.38% | Q4 2025 | Jan 23, 2026 |
| TriaGen Wealth Management LLC | History | Added to | 52,885 | 15,348 | 3.97% | 3.95% | 290 | +1,393 | 2.71% | Q4 2025 | Jan 27, 2026 |
| Prospera Financial Services Inc | History | Added to | 52,728 | 15,322 | 0.25% | 0.22% | 291 | +8,642 | 19.6% | Q4 2025 | Feb 09, 2026 |
| James J. Burns & Company, LLC | History | Added to | 52,791 | 15,321 | 2.11% | 2.18% | 292 | +3,115 | 6.27% | Q4 2025 | Jan 23, 2026 |
| Core Wealth Advisors, Inc. | History | Added to | 52,582 | 15,260 | 3.96% | 3.99% | 293 | +509 | 0.98% | Q4 2025 | Feb 17, 2026 |
| Field & Main Bank | History | Added to | 52,504 | 15,237 | 4.39% | 3.78% | 294 | +8,884 | 20.37% | Q4 2025 | Jan 28, 2026 |
| Carnegie Investment Counsel | History | Added to | 52,361 | 15,196 | 0.28% | 0.29% | 295 | +566 | 1.09% | Q4 2025 | Jan 23, 2026 |
| Scott Capital Advisors, LLC | History | Reduced | 51,682 | 14,999 | 3.32% | 3.49% | 296 | -532 | -1.02% | Q4 2025 | Jan 12, 2026 |
| Asset Management Group, Inc. | History | Added to | 51,185 | 14,854 | 2.4% | 2.34% | 297 | +2,563 | 5.27% | Q4 2025 | Feb 17, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | Reduced | 51,008 | 14,803 | 4.87% | 5.02% | 298 | -167 | -0.33% | Q4 2025 | Jan 27, 2026 |
| Fiduciary Wealth Partners, LLC | History | Reduced | 50,701 | 14,714 | 6.03% | 6.71% | 299 | -3,732 | -6.86% | Q4 2025 | Jan 28, 2026 |
| Fee-Only Financial Planning, L.C. | History | Reduced | 50,663 | 14,703 | 8.57% | 8.8% | 300 | -678 | -1.32% | Q4 2025 | Jan 26, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | Reduced | 50,576 | 14,678 | 1.07% | 1.29% | 301 | -5,467 | -9.76% | Q4 2025 | Feb 09, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 50,449 | 14,641 | 0.0% | 0.0% | 302 | +1,925 | 3.97% | Q4 2025 | Feb 11, 2026 |
| JNBA Financial Advisors | History | Reduced | 50,375 | 14,619 | 1.28% | 1.36% | 303 | -400 | -0.79% | Q4 2025 | Jan 26, 2026 |
| Roof Eidam Maycock Peralta, LLC | History | Reduced | 49,558 | 14,382 | 3.26% | 3.55% | 304 | -184 | -0.37% | Q4 2025 | Jan 26, 2026 |
| Smith & Howard Wealth Management, LLC | History | Added to | 49,350 | 14,321 | 3.22% | 3.0% | 305 | +5,062 | 11.43% | Q4 2025 | Feb 03, 2026 |
| COMMERCE BANK | History | Reduced | 49,315 | 14,312 | 0.08% | 0.08% | 306 | -923 | -1.84% | Q4 2025 | Feb 13, 2026 |
| Global Retirement Partners, LLC | History | Added to | 49,234 | 14,288 | 0.25% | 0.32% | 307 | +43 | 0.09% | Q4 2025 | Feb 06, 2026 |
| HUB Investment Partners, LLC | History | Added to | 48,595 | 14,103 | 0.37% | 0.47% | 308 | +911 | 1.91% | Q4 2025 | Feb 17, 2026 |
| STALEY CAPITAL ADVISERS INC | History | Reduced | 48,462 | 14,064 | 0.58% | 0.59% | 309 | -203 | -0.42% | Q4 2025 | Feb 05, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 48,154 | 13,975 | 0.74% | 0.87% | 310 | +650 | 1.37% | Q4 2025 | Jan 26, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 47,961 | 13,919 | 0.08% | 0.07% | 311 | +6,096 | 14.56% | Q4 2025 | Feb 11, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 47,927 | 13,909 | 0.51% | 0.54% | 312 | -829 | -1.7% | Q4 2025 | Feb 02, 2026 |
| Belpointe Asset Management LLC | History | Added to | 47,509 | 13,788 | 0.5% | 0.5% | 313 | +2,665 | 5.94% | Q4 2025 | Jan 27, 2026 |
| Somnio Financial Group, LLC | History | Added to | 47,355 | 13,743 | 9.08% | 9.25% | 314 | +898 | 1.93% | Q4 2025 | Jan 08, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 47,339 | 13,738 | 0.01% | 0.01% | 315 | +10,740 | 29.35% | Q4 2025 | Feb 17, 2026 |
| ForthRight Wealth Management, LLC | History | Added to | 47,074 | 13,661 | 3.93% | 3.96% | 316 | +717 | 1.55% | Q4 2025 | Jan 13, 2026 |
| Freedom Financial Partners LLC | History | Added to | 47,017 | 13,645 | 4.96% | 5.03% | 317 | +2,113 | 4.71% | Q4 2025 | Jan 06, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 46,865 | 13,601 | 0.17% | 0.19% | 318 | -698 | -1.47% | Q4 2025 | Feb 05, 2026 |
| Whelan Financial | History | Added to | 46,574 | 13,516 | 4.22% | 4.29% | 319 | +482 | 1.05% | Q4 2025 | Feb 02, 2026 |
| Acropolis Investment Management, LLC | History | Reduced | 46,245 | 13,421 | 0.6% | 0.66% | 320 | -101 | -0.22% | Q4 2025 | Jan 14, 2026 |
| FIRST NATIONAL BANK SIOUX FALLS | History | Added to | 45,820 | 13,297 | 3.98% | 4.14% | 321 | +665 | 1.47% | Q4 2025 | Jan 30, 2026 |
| Roundview Capital LLC | History | Added to | 45,266 | 13,136 | 0.81% | 0.81% | 322 | +1,431 | 3.26% | Q4 2025 | Feb 09, 2026 |
| Wheelhouse Advisory Group LLC | History | Added to | 44,764 | 13,112 | 4.99% | 5.19% | 323 | +3,739 | 9.11% | Q4 2025 | Jan 29, 2026 |
| Financial Futures Ltd Liability Co. | History | Added to | 45,104 | 13,090 | 6.07% | 5.93% | 324 | +3,551 | 8.55% | Q4 2025 | Jan 23, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 44,864 | 13,020 | 1.51% | 2.03% | 325 | +4,624 | 11.49% | Q4 2025 | Feb 13, 2026 |
| Avion Wealth | History | Added to | 44,854 | 13,017 | 2.73% | 2.51% | 326 | +5,049 | 12.68% | Q4 2025 | Jan 23, 2026 |
| CoreCap Advisors, LLC | History | Added to | 44,656 | 12,960 | 0.45% | 0.47% | 327 | +573 | 1.3% | Q4 2025 | Jan 13, 2026 |
| ALLEN WEALTH MANAGEMENT, LLC | History | New | 44,640 | 12,955 | 7.8% | — | 328 | +44,640 | New | Q4 2025 | Jan 23, 2026 |
| Fortis Capital Advisors, LLC | History | Added to | 44,546 | 12,928 | 1.91% | 1.95% | 329 | +2,654 | 6.34% | Q4 2025 | Jan 27, 2026 |
| Aries Wealth Management | History | Added to | 44,496 | 12,913 | 2.86% | 2.85% | 330 | +3,441 | 8.38% | Q4 2025 | Jan 30, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Reduced | 44,440 | 12,897 | 0.24% | 0.27% | 331 | -2,041 | -4.39% | Q4 2025 | Feb 10, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | Added to | 44,359 | 12,873 | 0.79% | 0.83% | 332 | +2 | 0.0% | Q4 2025 | Feb 12, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 44,259 | 12,844 | 0.2% | 0.21% | 333 | -51 | -0.12% | Q4 2025 | Feb 12, 2026 |
| BTG Pactual Asset Management US LLC | History | Added to | 45,466 | 12,722 | 1.24% | 0.58% | 334 | +1,627 | 3.71% | Q4 2025 | Feb 17, 2026 |
| Koenig Investment Advisory, LLC | History | New | 41,303 | 12,682 | 10.28% | — | 335 | +41,303 | New | Q4 2025 | Mar 03, 2026 |
| Rossmore Private Capital | History | Added to | 43,645 | 12,666 | 1.13% | 1.25% | 336 | +4,040 | 10.2% | Q4 2025 | Feb 05, 2026 |
| Texas Yale Capital Corp. | History | Added to | 43,264 | 12,555 | 0.38% | 0.37% | 337 | +2,774 | 6.85% | Q4 2025 | Feb 10, 2026 |
| Ironsides Asset Advisors, LLC | History | No change | 43,126 | 12,516 | 3.17% | 3.27% | 338 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Black Diamond Financial, LLC | History | Reduced | 43,113 | 12,512 | 1.32% | 1.43% | 339 | -422 | -0.97% | Q4 2025 | Feb 03, 2026 |
| F/m Investments LLC | History | Added to | 42,974 | 12,471 | 0.47% | 0.48% | 340 | +176 | 0.41% | Q4 2025 | Feb 03, 2026 |
| Gibraltar Capital Management, Inc. | History | Added to | 42,758 | 12,409 | 2.11% | 2.04% | 341 | +4,069 | 10.52% | Q4 2025 | Feb 02, 2026 |
| Zuckerman Investment Group, LLC | History | Added to | 42,617 | 12,368 | 1.1% | 1.11% | 342 | +1,745 | 4.27% | Q4 2025 | Feb 13, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 42,400 | 12,305 | 0.18% | 0.18% | 343 | +2,883 | 7.3% | Q4 2025 | Feb 09, 2026 |
| HALL CAPITAL MANAGEMENT CO INC | History | Added to | 42,145 | 12,231 | 4.72% | 4.76% | 344 | +1,077 | 2.62% | Q4 2025 | Feb 17, 2026 |
| 4Thought Financial Group Inc. | History | Added to | 42,077 | 12,211 | 6.05% | 6.07% | 345 | +1,204 | 2.95% | Q4 2025 | Jan 29, 2026 |
| Compound Planning, Inc. | History | Added to | 42,035 | 12,199 | 0.36% | 0.35% | 346 | +4,809 | 12.92% | Q4 2025 | Feb 19, 2026 |
| Ancora Advisors LLC | History | Added to | 41,878 | 12,153 | 0.25% | 0.25% | 347 | +38 | 0.09% | Q4 2025 | Feb 17, 2026 |
| Pearl Planning LLC | History | New | 41,774 | 12,123 | 7.41% | — | 348 | +41,774 | New | Q4 2025 | Feb 03, 2026 |
| Fortitude Family Office, LLC | History | Added to | 41,759 | 12,119 | 2.82% | 2.97% | 349 | +4,176 | 11.11% | Q4 2025 | Jan 15, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 53,032 | 12,084 | 0.29% | 0.35% | 350 | -9,021 | -14.54% | Q4 2025 | Feb 11, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 40,214 | 12,041 | 0.56% | 0.59% | 351 | +5,013 | 14.24% | Q4 2025 | Feb 03, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 41,265 | 11,975 | 0.45% | 0.23% | 352 | +29,546 | 252.12% | Q4 2025 | Feb 04, 2026 |
| VSM Wealth Advisory, LLC | History | Reduced | 41,168 | 11,947 | 3.59% | 3.83% | 353 | -800 | -1.91% | Q4 2025 | Feb 06, 2026 |
| COZAD ASSET MANAGEMENT INC | History | Added to | 41,055 | 11,915 | 0.92% | 0.92% | 354 | +1,746 | 4.44% | Q4 2025 | Feb 13, 2026 |
| Forum Private Client Group LLC | History | Added to | 40,985 | 11,894 | 4.05% | 3.76% | 355 | +5,087 | 14.17% | Q4 2025 | Feb 06, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 40,976 | 11,892 | 0.43% | 0.12% | 356 | +32,485 | 382.58% | Q4 2025 | Feb 09, 2026 |
| Noble Family Wealth, LLC | History | No change | 40,484 | 11,749 | 2.48% | 2.62% | 357 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | Added to | 40,139 | 11,649 | 3.53% | 3.09% | 358 | +5,688 | 16.51% | Q4 2025 | Feb 10, 2026 |
| BAILARD, INC. | History | Added to | 40,041 | 11,620 | 0.26% | 0.26% | 359 | +24 | 0.06% | Q4 2025 | Feb 04, 2026 |
| Arkos Global Advisors | History | Reduced | 40,011 | 11,612 | 1.48% | 1.5% | 360 | -158 | -0.39% | Q4 2025 | Feb 13, 2026 |
| Gratus Wealth Advisors, LLC | History | Added to | 39,870 | 11,571 | 1.6% | 1.63% | 361 | +417 | 1.06% | Q4 2025 | Feb 04, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 39,782 | 11,545 | 0.23% | 0.27% | 362 | -559 | -1.39% | Q4 2025 | Feb 09, 2026 |
| May Hill Capital, LLC | History | Added to | 39,510 | 11,466 | 1.5% | 1.97% | 363 | +16,663 | 72.93% | Q4 2025 | Feb 05, 2026 |
| Advisory Services Network, LLC | History | Added to | 39,427 | 11,442 | 0.16% | 0.16% | 364 | +2,499 | 6.77% | Q4 2025 | Feb 17, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 39,279 | 11,399 | 0.13% | 0.14% | 365 | -694 | -1.74% | Q4 2025 | Jan 20, 2026 |
| PETREDIS INVESTMENT ADVISORS LLC | History | Reduced | 39,211 | 11,379 | 0.89% | 0.92% | 366 | -50 | -0.13% | Q4 2025 | Jan 14, 2026 |
| Axiom Financial Strategies, LLC | History | Reduced | 39,206 | 11,378 | 4.79% | 4.97% | 367 | -146 | -0.37% | Q4 2025 | Jan 23, 2026 |
| ANDERSON HOAGLAND & CO | History | Reduced | 39,085 | 11,343 | 0.98% | 1.04% | 368 | -213 | -0.54% | Q4 2025 | Jan 05, 2026 |
| Arkadios Wealth Advisors | History | Added to | 39,035 | 11,328 | 0.22% | 0.25% | 369 | +4,159 | 11.93% | Q4 2025 | Feb 13, 2026 |
| JDM Financial Group LLC | History | Added to | 82,901 | 11,297 | 4.39% | 4.69% | 370 | +41,726 | 101.34% | Q4 2025 | Feb 02, 2026 |
| Fort Point Capital Partners LLC | History | Reduced | 37,310 | 11,240 | 1.26% | 1.39% | 371 | -2,686 | -6.72% | Q4 2025 | Feb 13, 2026 |
| Savant Capital, LLC | History | Added to | 38,708 | 11,233 | 0.06% | 0.07% | 372 | +1,220 | 3.25% | Q4 2025 | Feb 10, 2026 |
| Bank of New Hampshire | History | New | 38,647 | 11,216 | 2.52% | — | 373 | +38,647 | New | Q4 2025 | Mar 16, 2026 |
| Ruggaard & Associates LLC | History | Reduced | 38,580 | 11,196 | 4.41% | 4.73% | 374 | -4,493 | -10.43% | Q4 2025 | Feb 20, 2026 |
| Horizons Wealth Management | History | Added to | 38,448 | 11,158 | 7.31% | 7.51% | 375 | +896 | 2.39% | Q4 2025 | Jan 05, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 38,168 | 11,077 | 0.07% | 0.08% | 376 | -4,459 | -10.46% | Q4 2025 | Feb 09, 2026 |
| EP Wealth Advisors, LLC | History | New | 38,163 | 11,075 | 0.06% | — | 377 | +38,163 | New | Q4 2025 | Feb 18, 2026 |
| First Bancorp, Inc /ME/ | History | Added to | 38,153 | 11,072 | 5.89% | 5.8% | 378 | +1,038 | 2.8% | Q4 2025 | Jan 26, 2026 |
| MOR Wealth Management, LLC | History | New | 38,065 | 11,047 | 5.05% | — | 379 | +38,065 | New | Q4 2025 | Jan 15, 2026 |
| Red Wave Investments LLC | History | Added to | 37,866 | 10,989 | 3.27% | 3.39% | 380 | +279 | 0.74% | Q4 2025 | Feb 06, 2026 |
| Whitegate Investment Counselors, Inc. | History | Added to | 37,721 | 10,947 | 3.42% | 2.95% | 381 | +7,232 | 23.72% | Q4 2025 | Feb 10, 2026 |
| Rooted Wealth Advisors, Inc. | History | Reduced | 36,498 | 10,878 | 3.06% | 3.39% | 382 | -1,166 | -3.1% | Q4 2025 | Feb 09, 2026 |
| May Barnhard Investments LLC | History | Added to | 37,393 | 10,852 | 5.13% | 5.04% | 383 | +415 | 1.12% | Q4 2025 | Jan 28, 2026 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | History | Reduced | 37,320 | 10,831 | 1.42% | 1.46% | 384 | -528 | -1.4% | Q4 2025 | Feb 10, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Added to | 36,909 | 10,811 | 0.14% | 0.12% | 385 | +4,356 | 13.38% | Q4 2025 | Feb 03, 2026 |
| CPA Asset Management Group, LLC | History | Added to | 37,073 | 10,759 | 3.78% | 3.85% | 386 | +3,109 | 9.15% | Q4 2025 | Jan 13, 2026 |
| David Kennon Inc | History | Reduced | 36,965 | 10,727 | 3.81% | 3.95% | 387 | -383 | -1.03% | Q4 2025 | Jan 26, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Added to | 36,919 | 10,714 | 2.3% | 0.99% | 388 | +26,931 | 269.63% | Q4 2025 | Feb 12, 2026 |
| Addis & Hill, Inc | History | Reduced | 36,770 | 10,671 | 6.46% | 6.6% | 389 | -100 | -0.27% | Q4 2025 | Jan 06, 2026 |
| Aspire Capital Advisors LLC | History | Added to | 36,766 | 10,670 | 2.51% | 2.61% | 390 | +703 | 1.95% | Q4 2025 | Jan 16, 2026 |
| Coastline Complete Wealth LLC | History | New | 36,512 | 10,596 | 6.67% | — | 391 | +36,512 | New | Q4 2025 | Feb 24, 2026 |
| Frisch Financial Group, Inc. | History | Reduced | 36,471 | 10,584 | 2.37% | 2.52% | 392 | -321 | -0.87% | Q4 2025 | Feb 06, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | Added to | 36,421 | 10,570 | 0.61% | 0.88% | 393 | +125 | 0.34% | Q4 2025 | Feb 09, 2026 |
| CONSILIO WEALTH ADVISORS, LLC | History | New | 36,412 | 10,567 | 3.09% | — | 394 | +36,412 | New | Q4 2025 | Mar 19, 2026 |
| Operose Advisors LLC | History | Reduced | 36,387 | 10,561 | 2.46% | 3.66% | 395 | -13,553 | -27.14% | Q4 2025 | Feb 10, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 36,069 | 10,467 | 0.21% | 0.29% | 396 | -7,104 | -16.45% | Q4 2025 | Feb 03, 2026 |
| O'Connor Financial Group LLC | History | Added to | 34,814 | 10,396 | 4.15% | 4.21% | 397 | +610 | 1.78% | Q4 2025 | Jan 26, 2026 |
| Beacon Financial Strategies CORP | History | Added to | 35,570 | 10,323 | 5.76% | 6.11% | 398 | +333 | 0.95% | Q4 2025 | Jan 12, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | Reduced | 35,507 | 10,304 | 0.51% | 0.55% | 399 | -1,101 | -3.01% | Q4 2025 | Feb 11, 2026 |
| Beirne Wealth Consulting Services, LLC | History | Reduced | 35,424 | 10,281 | 2.98% | 2.58% | 400 | -987 | -2.71% | Q4 2025 | Jan 29, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 35,343 | 10,257 | 0.83% | 0.8% | 401 | +4,235 | 13.61% | Q4 2025 | Feb 12, 2026 |
| HARBOR ADVISORY CORP /MA/ | History | Added to | 35,147 | 10,200 | 3.09% | 2.92% | 402 | +1,488 | 4.42% | Q4 2025 | Feb 06, 2026 |
| Valmark Advisers, Inc. | History | Added to | 35,082 | 10,181 | 0.13% | 0.13% | 403 | +695 | 2.02% | Q4 2025 | Jan 26, 2026 |
| MUSTICO FINANCIAL GROUP, INC. | History | Added to | 34,150 | 10,176 | 7.85% | 8.21% | 404 | +4,112 | 13.69% | Q4 2025 | Feb 17, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | Reduced | 35,050 | 10,172 | 1.99% | 2.46% | 405 | -4,284 | -10.89% | Q4 2025 | Feb 04, 2026 |
| Greenbush Financial Group, LLC | History | Added to | 34,945 | 10,141 | 3.45% | 3.48% | 406 | +4,085 | 13.24% | Q4 2025 | Jan 20, 2026 |
| Argent Trust Co | History | Added to | 34,916 | 10,133 | 0.35% | 0.22% | 407 | +13,673 | 64.36% | Q4 2025 | Feb 10, 2026 |
| Alliance Wealth Advisors, LLC | History | Added to | 34,882 | 10,123 | 4.4% | 4.05% | 408 | +4,104 | 13.33% | Q4 2025 | Jan 14, 2026 |
| CANANDAIGUA NATIONAL BANK & TRUST CO | History | Reduced | 34,772 | 10,091 | 0.9% | 0.94% | 409 | -1,538 | -4.24% | Q4 2025 | Jan 30, 2026 |
| Daner Wealth Management, LLC | History | Reduced | 33,255 | 10,048 | 6.15% | 6.34% | 410 | -544 | -1.61% | Q4 2025 | Feb 11, 2026 |
| Capital Planning LLC | History | Added to | 34,259 | 10,025 | 2.81% | 2.88% | 411 | +666 | 1.98% | Q4 2025 | Jan 23, 2026 |
| Gemmer Asset Management LLC | History | Reduced | 34,368 | 9,974 | 0.77% | 0.83% | 412 | -639 | -1.83% | Q4 2025 | Jan 23, 2026 |
| Milestone Investment Advisors LLC | History | Reduced | 34,246 | 9,938 | 2.41% | 2.51% | 413 | -169 | -0.49% | Q4 2025 | Feb 11, 2026 |
| Prosperitas Financial LLC | History | Reduced | 34,089 | 9,893 | 3.85% | 4.24% | 414 | -720 | -2.07% | Q4 2025 | Feb 04, 2026 |
| CRA Financial Services, LLC | History | Reduced | 34,015 | 9,871 | 1.29% | 1.86% | 415 | -12,282 | -26.53% | Q4 2025 | Jan 16, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Reduced | 33,944 | 9,851 | 0.31% | 0.35% | 416 | -1,108 | -3.16% | Q4 2025 | Jan 12, 2026 |
| SFM, LLC | History | Added to | 33,727 | 9,788 | 5.74% | 5.7% | 417 | +361 | 1.08% | Q4 2025 | Jan 23, 2026 |
| Financial Management Professionals, Inc. | History | Reduced | 33,671 | 9,772 | 1.01% | 1.07% | 418 | -1,153 | -3.31% | Q4 2025 | Jan 27, 2026 |
| McClarren Financial Advisors, Inc. | History | Added to | 39,544 | 9,728 | 5.81% | 6.03% | 419 | +7,389 | 22.98% | Q4 2025 | Jan 13, 2026 |
| MorganRosel Wealth Management, LLC | History | Added to | 33,511 | 9,725 | 2.43% | 2.55% | 420 | +55 | 0.16% | Q4 2025 | Feb 13, 2026 |
| Dakota Wealth Management | History | Added to | 33,385 | 9,689 | 0.17% | 0.06% | 421 | +23,720 | 245.42% | Q4 2025 | Jan 13, 2026 |
| TD Capital Management LLC | History | Added to | 33,345 | 9,677 | 0.86% | 0.88% | 422 | +59 | 0.18% | Q4 2025 | Feb 26, 2026 |
| Manchester Capital Management LLC | History | Reduced | 33,295 | 9,662 | 1.32% | 1.34% | 423 | -400 | -1.19% | Q4 2025 | Feb 11, 2026 |
| Houlihan Financial Resource Group, Ltd. | History | Added to | 32,957 | 9,651 | 3.67% | 3.86% | 424 | +18,003 | 120.39% | Q4 2025 | Feb 10, 2026 |
| Curi Capital, LLC | History | Added to | 33,222 | 9,641 | 0.17% | 0.18% | 425 | +119 | 0.36% | Q4 2025 | Feb 17, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 33,217 | 9,640 | 0.68% | 0.76% | 426 | +604 | 1.85% | Q4 2025 | Jan 21, 2026 |
| Legacy Wealth Partners, LLC | History | New | 33,168 | 9,625 | 2.49% | — | 427 | +33,168 | New | Q4 2025 | Feb 17, 2026 |
| GreatBanc Trust CO | History | Reduced | 33,084 | 9,601 | 6.77% | 6.66% | 428 | -42 | -0.13% | Q4 2025 | Feb 12, 2026 |
| BEAM WEALTH ADVISORS, INC. | History | Added to | 33,080 | 9,600 | 2.64% | 2.57% | 429 | +942 | 2.93% | Q4 2025 | Feb 04, 2026 |
| GFS Advisors, LLC | History | No change | 32,945 | 9,561 | 1.14% | 1.23% | 430 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| RFG HOLDINGS, INC. | History | Added to | 32,514 | 9,436 | 2.37% | 2.38% | 431 | +1,146 | 3.65% | Q4 2025 | Jan 23, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Added to | 32,476 | 9,425 | 2.7% | 2.81% | 432 | +1,634 | 5.3% | Q4 2025 | Feb 11, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Reduced | 32,446 | 9,416 | 3.33% | 3.66% | 433 | -2,187 | -6.31% | Q4 2025 | Jan 09, 2026 |
| IF Advisors, LLC | History | New | 31,987 | 9,283 | 7.54% | — | 434 | +31,987 | New | Q4 2025 | Feb 10, 2026 |
| Caldwell Trust Co | History | Added to | 31,980 | 9,281 | 0.82% | 0.85% | 435 | +1,004 | 3.24% | Q4 2025 | Jan 30, 2026 |
| Wealth Science Advisors LLC | History | New | 31,925 | 9,265 | 5.34% | — | 436 | +31,925 | New | Q4 2025 | Jan 28, 2026 |
| Uptown Financial Advisors LLC | History | Added to | 31,906 | 9,259 | 6.63% | 7.6% | 437 | +493 | 1.57% | Q4 2025 | Jan 23, 2026 |
| Ethos Financial Group, LLC | History | Reduced | 31,801 | 9,229 | 0.68% | 0.77% | 438 | -1,674 | -5.0% | Q4 2025 | Jan 20, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 31,629 | 9,179 | 0.03% | 0.03% | 439 | -1,219 | -3.71% | Q4 2025 | Jan 30, 2026 |
| Adelphi Trust Co | History | New | 31,616 | 9,175 | 7.49% | — | 440 | +31,616 | New | Q4 2025 | Jan 26, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | Reduced | 31,597 | 9,170 | 1.03% | 1.08% | 441 | -497 | -1.55% | Q4 2025 | Jan 22, 2026 |
| HOWE & RUSLING INC | History | Added to | 31,456 | 9,129 | 0.6% | 0.61% | 442 | +1,036 | 3.41% | Q4 2025 | Feb 17, 2026 |
| WARNER FINANCIAL, INC | History | Added to | 31,443 | 9,125 | 3.17% | 3.4% | 443 | +455 | 1.47% | Q4 2025 | Jan 21, 2026 |
| KFA Private Wealth Group, LLC | History | Added to | 31,435 | 9,122 | 2.22% | 1.94% | 444 | +8,283 | 35.78% | Q4 2025 | Jan 07, 2026 |
| Principle Wealth Partners LLC | History | Added to | 31,380 | 9,107 | 0.51% | 0.52% | 445 | +722 | 2.36% | Q4 2025 | Feb 06, 2026 |
| FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC | History | Reduced | 31,342 | 9,096 | 0.93% | 0.98% | 446 | -558 | -1.75% | Q4 2025 | Jan 30, 2026 |
| Crestwood Advisors Group, LLC | History | Added to | 31,329 | 9,092 | 0.15% | 0.16% | 447 | +152 | 0.49% | Q4 2025 | Feb 03, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Reduced | 31,225 | 9,062 | 0.98% | 1.28% | 448 | -7,930 | -20.25% | Q4 2025 | Jan 28, 2026 |
| Alliance Private Wealth, LLC | History | New | 30,541 | 9,061 | 3.15% | — | 449 | +30,541 | New | Q4 2025 | Feb 13, 2026 |
| Chesley Taft & Associates LLC | History | Added to | 31,191 | 9,052 | 0.36% | 0.36% | 450 | +2,139 | 7.36% | Q4 2025 | Jan 14, 2026 |
| McNaughton Wealth Management, LLC | History | Added to | 30,840 | 8,950 | 3.69% | 3.79% | 451 | +254 | 0.83% | Q4 2025 | Jan 12, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Added to | 30,765 | 8,928 | 0.07% | 0.07% | 452 | +1,785 | 6.16% | Q4 2025 | Feb 13, 2026 |
| Advisor OS, LLC | History | Added to | 30,604 | 8,881 | 0.72% | 0.14% | 453 | +25,033 | 449.34% | Q4 2025 | Feb 04, 2026 |
| MJP ASSOCIATES INC /ADV | History | Added to | 30,470 | 8,842 | 1.11% | 0.21% | 454 | +25,007 | 457.75% | Q4 2025 | Feb 06, 2026 |
| KEYVANTAGE WEALTH, LLC | History | Added to | 30,210 | 8,767 | 3.75% | 3.44% | 455 | +2,252 | 8.05% | Q4 2025 | Feb 10, 2026 |
| Private Wealth Asset Management, LLC | History | Reduced | 30,193 | 8,762 | 0.95% | 1.08% | 456 | -897 | -2.89% | Q4 2025 | Feb 10, 2026 |
| Grove Bank & Trust | History | Added to | 30,141 | 8,747 | 0.98% | 0.85% | 457 | +5,495 | 22.3% | Q4 2025 | Jan 08, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Added to | 29,947 | 8,733 | 0.26% | 0.24% | 458 | +17,085 | 132.83% | Q4 2025 | Feb 13, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 30,000 | 8,707 | 0.07% | 0.06% | 459 | +1,672 | 5.9% | Q4 2025 | Jan 05, 2026 |
| Horizon Family Wealth, Inc. | History | Added to | 29,876 | 8,670 | 4.62% | 5.02% | 460 | +165 | 0.56% | Q4 2025 | Feb 09, 2026 |
| Sagace Wealth Management LLC | History | Reduced | 29,866 | 8,667 | 5.88% | 6.0% | 461 | -180 | -0.6% | Q4 2025 | Feb 02, 2026 |
| Select Equity Group, L.P. | History | New | 29,726 | 8,627 | 0.04% | — | 462 | +29,726 | New | Q4 2025 | Feb 17, 2026 |
| Verus Financial Partners, Inc. | History | Reduced | 28,720 | 8,608 | 0.79% | 0.83% | 463 | -623 | -2.12% | Q4 2025 | Feb 02, 2026 |
| Silverleafe Capital Partners, LLC | History | Added to | 29,581 | 8,584 | 2.55% | 2.66% | 464 | +5 | 0.02% | Q4 2025 | Jan 12, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | History | Reduced | 29,538 | 8,572 | 0.36% | 0.39% | 465 | -1,368 | -4.43% | Q4 2025 | Feb 13, 2026 |
| Legend Financial Advisors, Inc. | History | Added to | 29,534 | 8,571 | 5.19% | 5.29% | 466 | +144 | 0.49% | Q4 2025 | Jan 23, 2026 |
| Trinity Financial Advisors LLC | History | Added to | 29,499 | 8,561 | 2.39% | 2.44% | 467 | +857 | 2.99% | Q4 2025 | Jan 13, 2026 |
| Sowell Financial Services LLC | History | Added to | 29,377 | 8,525 | 0.31% | 0.32% | 468 | +555 | 1.93% | Q4 2025 | Jan 21, 2026 |
| KTF INVESTMENTS, LLC | History | New | 29,332 | 8,512 | 1.4% | — | 469 | +29,332 | New | Q4 2025 | Jan 30, 2026 |
| M&T BANK CORP | History | Reduced | 29,297 | 8,502 | 0.03% | 0.03% | 470 | -2,254 | -7.14% | Q4 2025 | Jan 30, 2026 |
| UNITED BANK | History | No change | 29,279 | 8,497 | 1.12% | 1.02% | 471 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Accredited Investors Inc. | History | Reduced | 29,216 | 8,479 | 0.45% | 0.48% | 472 | -112 | -0.38% | Q4 2025 | Feb 05, 2026 |
| SAWGRASS ASSET MANAGEMENT LLC | History | Added to | 28,945 | 8,400 | 1.05% | 1.0% | 473 | +1,400 | 5.08% | Q4 2025 | Feb 09, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 28,922 | 8,393 | 0.32% | 0.32% | 474 | +606 | 2.14% | Q4 2025 | Feb 17, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | Added to | 28,915 | 8,391 | 0.12% | 0.12% | 475 | +1,192 | 4.3% | Q4 2025 | Feb 12, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | Reduced | 28,907 | 8,389 | 0.54% | 0.58% | 476 | -196 | -0.67% | Q4 2025 | Jan 20, 2026 |
| XML Financial, LLC | History | Reduced | 28,664 | 8,318 | 0.68% | 0.7% | 477 | -484 | -1.66% | Q4 2025 | Feb 11, 2026 |
| Essex Financial Services, Inc. | History | Added to | 28,628 | 8,308 | 0.47% | 0.47% | 478 | +1,674 | 6.21% | Q4 2025 | Feb 10, 2026 |
| FIDUCIARY ADVISORS, INC. | History | Added to | 28,622 | 8,306 | 6.32% | 6.53% | 479 | +1,095 | 3.98% | Q4 2025 | Jan 27, 2026 |
| Fonville Wealth Management LLC | History | Added to | 28,441 | 8,254 | 1.69% | 1.87% | 480 | +234 | 0.83% | Q4 2025 | Jan 23, 2026 |
| HEADINVEST, LLC | History | Reduced | 28,410 | 8,245 | 1.64% | 1.73% | 481 | -5 | -0.02% | Q4 2025 | Feb 02, 2026 |
| Envision Financial LLC | History | Added to | 28,389 | 8,238 | 4.35% | 4.45% | 482 | +1,980 | 7.5% | Q4 2025 | Jan 07, 2026 |
| Cordoba Advisory Partners LLC | History | New | 27,920 | 8,131 | 2.01% | — | 483 | +27,920 | New | Q4 2025 | Feb 13, 2026 |
| WALLER FINANCIAL PLANNING GROUP, INC | History | Reduced | 27,771 | 8,059 | 1.79% | 2.1% | 484 | -3,320 | -10.68% | Q4 2025 | Jan 13, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | Added to | 27,602 | 8,010 | 2.5% | 2.29% | 485 | +4,258 | 18.24% | Q4 2025 | Jan 07, 2026 |
| Family Investment Center, Inc. | History | Reduced | 27,345 | 7,935 | 1.6% | 1.69% | 486 | -303 | -1.1% | Q4 2025 | Jan 23, 2026 |
| Sigma Planning Corp | History | Added to | 27,208 | 7,927 | 0.22% | 0.22% | 487 | +560 | 2.1% | Q4 2025 | Jan 30, 2026 |
| Ellevest, Inc. | History | Added to | 27,165 | 7,883 | 1.09% | 1.1% | 488 | +960 | 3.66% | Q4 2025 | Feb 10, 2026 |
| Strategic Investment Advisors / MI | History | Reduced | 27,089 | 7,866 | 0.68% | 0.66% | 489 | -96,936 | -78.16% | Q4 2025 | Feb 17, 2026 |
| Elwood & Goetz Wealth Advisory Group, LLC | History | Reduced | 27,067 | 7,855 | 1.38% | 1.56% | 490 | -690 | -2.49% | Q4 2025 | Jan 21, 2026 |
| Creekside Partners | History | Added to | 26,954 | 7,822 | 3.31% | 3.46% | 491 | +184 | 0.69% | Q4 2025 | Feb 13, 2026 |
| Bridgewealth Advisory Group, LLC | History | Reduced | 26,940 | 7,818 | 1.73% | 2.01% | 492 | -2,569 | -8.71% | Q4 2025 | Feb 04, 2026 |
| First PREMIER Bank | History | Added to | 26,857 | 7,795 | 1.79% | 1.6% | 493 | +2,927 | 12.23% | Q4 2025 | Jan 23, 2026 |
| NewCorp Financial Services, Inc. | History | New | 26,780 | 7,772 | 6.88% | — | 494 | +26,780 | New | Q4 2025 | Feb 10, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 31,301 | 7,768 | 0.17% | 0.18% | 495 | +273 | 0.88% | Q4 2025 | Feb 04, 2026 |
| Smith Partners Wealth Management, LLC | History | New | 26,495 | 7,689 | 7.07% | — | 496 | +26,495 | New | Q4 2025 | Feb 13, 2026 |
| Francis Financial, Inc. | History | Reduced | 26,301 | 7,633 | 1.49% | 1.4% | 497 | -589 | -2.19% | Q4 2025 | Feb 11, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 26,293 | 7,630 | 0.05% | 0.05% | 498 | +3,641 | 16.07% | Q4 2025 | Feb 17, 2026 |
| WASHINGTON TRUST Co | History | Reduced | 26,058 | 7,562 | 0.25% | 0.25% | 499 | -183 | -0.7% | Q4 2025 | Feb 10, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 25,782 | 7,482 | 0.09% | 0.1% | 500 | -512 | -1.95% | Q4 2025 | Jan 21, 2026 |
| Retirement Management Systems Inc. | History | New | 25,771 | 7,479 | 1.91% | — | 501 | +25,771 | New | Q4 2025 | Feb 12, 2026 |
| HighRoad Wealth Advisors, LLC | History | New | 25,770 | 7,478 | 7.14% | — | 502 | +25,770 | New | Q4 2025 | Jan 27, 2026 |
| NWAM LLC | History | Reduced | 25,558 | 7,466 | 0.42% | 0.41% | 503 | -98 | -0.38% | Q4 2025 | Feb 04, 2026 |
| Randall & Associates Wealth Management | History | Added to | 25,685 | 7,454 | 5.17% | 5.44% | 504 | +195 | 0.77% | Q4 2025 | Jan 14, 2026 |
| TruWealth Advisors, LLC | History | Reduced | 25,585 | 7,425 | 0.36% | 0.4% | 505 | -1,025 | -3.85% | Q4 2025 | Jan 07, 2026 |
| Kagan Cocozza Asset Management | History | Added to | 25,430 | 7,380 | 5.25% | 5.3% | 506 | +1,590 | 6.67% | Q4 2025 | Jan 23, 2026 |
| SAPIENT CAPITAL LLC | History | Added to | 25,159 | 7,369 | 0.1% | 0.03% | 507 | +18,795 | 295.33% | Q4 2025 | Feb 05, 2026 |
| UPTICK PARTNERS, LLC | History | Added to | 25,360 | 7,360 | 1.57% | 1.63% | 508 | +4,286 | 20.34% | Q4 2025 | Feb 02, 2026 |
| OneAscent Financial Services LLC | History | Added to | 25,281 | 7,337 | 0.68% | 0.71% | 509 | +5,532 | 28.01% | Q4 2025 | Feb 11, 2026 |
| ARCADIA INVESTMENT ADVISORS LLC | History | Added to | 25,169 | 7,304 | 3.4% | 2.77% | 510 | +5,720 | 29.41% | Q4 2025 | Jan 15, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Added to | 25,136 | 7,294 | 0.4% | 0.41% | 511 | +449 | 1.82% | Q4 2025 | Jan 13, 2026 |
| Summit Financial Wealth Advisors, LLC | History | Added to | 25,090 | 7,281 | 1.04% | 0.6% | 512 | +11,986 | 91.47% | Q4 2025 | Jan 27, 2026 |
| NORTHCAPE WEALTH MANAGEMENT, LLC | History | Reduced | 25,068 | 7,275 | 2.05% | 2.17% | 513 | -283 | -1.12% | Q4 2025 | Jan 22, 2026 |
| Custos Family Office, LLC | History | Reduced | 25,057 | 7,272 | 4.96% | 4.81% | 514 | -3,918 | -13.52% | Q4 2025 | Feb 17, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Added to | 24,643 | 7,151 | 0.08% | 0.07% | 515 | +3,462 | 16.34% | Q4 2025 | Feb 12, 2026 |
| STEPH & CO | History | Reduced | 24,615 | 7,143 | 2.06% | 2.3% | 516 | -1,076 | -4.19% | Q4 2025 | Jan 23, 2026 |
| Johnson Bixby & Associates, LLC | History | Reduced | 24,416 | 7,086 | 0.88% | 1.05% | 517 | -3,498 | -12.53% | Q4 2025 | Jan 14, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 24,413 | 7,085 | 0.34% | 0.34% | 519 | +5,553 | 29.44% | Q4 2025 | Jan 28, 2026 |
| Mutual Advisors, LLC | History | Reduced | 24,413 | 7,085 | 0.15% | 0.16% | 518 | -741 | -2.95% | Q4 2025 | Feb 02, 2026 |
| Strive Financial Group ,LLC | History | New | 24,331 | 7,061 | 3.5% | — | 520 | +24,331 | New | Q4 2025 | Feb 18, 2026 |
| Walkner Condon Financial Advisors LLC | History | Reduced | 24,211 | 7,026 | 0.98% | 1.14% | 521 | -208 | -0.85% | Q4 2025 | Jan 21, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 24,177 | 7,016 | 0.31% | 0.31% | 522 | -1,198 | -4.72% | Q4 2025 | Feb 17, 2026 |
| FIRST UNITED BANK & TRUST | History | Added to | 24,090 | 6,991 | 2.23% | 1.84% | 523 | +4,790 | 24.82% | Q4 2025 | Jan 21, 2026 |
| QUEST INVESTMENT MANAGEMENT LLC | History | Added to | 24,073 | 6,986 | 0.75% | 0.69% | 524 | +1,567 | 6.96% | Q4 2025 | Feb 17, 2026 |
| Composition Wealth, LLC | History | Added to | 24,020 | 6,971 | 0.1% | 0.1% | 525 | +812 | 3.5% | Q4 2025 | Feb 02, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 24,007 | 6,967 | 0.23% | 0.15% | 526 | +8,692 | 56.75% | Q4 2025 | Feb 13, 2026 |
| IFS Advisors, LLC | History | Added to | 23,815 | 6,911 | 3.59% | 2.31% | 527 | +10,377 | 77.22% | Q4 2025 | Jan 09, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 23,808 | 6,909 | 0.32% | 0.33% | 528 | +498 | 2.14% | Q4 2025 | Feb 13, 2026 |
| Nikulski Financial, Inc. | History | Reduced | 23,661 | 6,866 | 1.64% | 2.21% | 529 | -6,334 | -21.12% | Q4 2025 | Jan 15, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 23,649 | 6,863 | 0.82% | 0.86% | 530 | +741 | 3.23% | Q4 2025 | Jan 26, 2026 |
| BEACON ADVISORS HOLDINGS, LLC | History | New | 23,463 | 6,809 | 3.59% | — | 531 | +23,463 | New | Q4 2025 | Feb 27, 2026 |
| CULBERTSON A N & CO INC | History | Reduced | 23,400 | 6,791 | 0.93% | 0.97% | 532 | -52 | -0.22% | Q4 2025 | Jan 21, 2026 |
| Cascade Financial Partners, LLC | History | Reduced | 23,306 | 6,763 | 0.69% | 0.83% | 533 | -1,391 | -5.63% | Q4 2025 | Feb 06, 2026 |
| Blackston Financial Advisory Group, LLC | History | Reduced | 23,287 | 6,758 | 4.11% | 4.18% | 534 | -672 | -2.8% | Q4 2025 | Feb 06, 2026 |
| Farrell Financial LLC | History | Added to | 23,199 | 6,732 | 3.97% | 4.24% | 535 | +164 | 0.71% | Q4 2025 | Jan 12, 2026 |
| CLUNE & ASSOCIATES, LTD. | History | Added to | 23,111 | 6,707 | 1.45% | 1.61% | 536 | +1,143 | 5.2% | Q4 2025 | Feb 09, 2026 |
| Plus Group Wealth Advisors LLC | History | New | 23,104 | 6,705 | 7.44% | — | 537 | +23,104 | New | Q4 2025 | Feb 05, 2026 |
| Cypress Wealth Services, LLC | History | Reduced | 23,093 | 6,702 | 0.93% | 1.12% | 538 | -188 | -0.81% | Q4 2025 | Jan 14, 2026 |
| WEALTHEDGE INVESTMENT ADVISORS, LLC | History | Added to | 23,081 | 6,698 | 2.48% | 2.49% | 539 | +654 | 2.92% | Q4 2025 | Feb 17, 2026 |
| Gilman Hill Asset Management, LLC | History | Added to | 23,058 | 6,691 | 1.05% | 1.06% | 540 | +30 | 0.13% | Q4 2025 | Jan 12, 2026 |
| BBR PARTNERS, LLC | History | Added to | 23,044 | 6,687 | 0.36% | 0.36% | 541 | +1,613 | 7.53% | Q4 2025 | Feb 11, 2026 |
| Sage Mountain Advisors LLC | History | Added to | 22,889 | 6,642 | 0.35% | 0.26% | 542 | +7,269 | 46.54% | Q4 2025 | Jan 23, 2026 |
| Motley Fool Wealth Management, LLC | History | Added to | 22,524 | 6,536 | 0.51% | 0.26% | 543 | +9,667 | 75.19% | Q4 2025 | Feb 11, 2026 |
| MBL Wealth, LLC | History | Reduced | 22,469 | 6,520 | 0.52% | 0.58% | 544 | -74 | -0.33% | Q4 2025 | Jan 21, 2026 |
| Holos Integrated Wealth LLC | History | Reduced | 22,275 | 6,518 | 3.64% | 4.71% | 545 | -5,658 | -20.26% | Q4 2025 | Jan 05, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 22,286 | 6,468 | 0.42% | 0.44% | 546 | +218 | 0.99% | Q4 2025 | Jan 23, 2026 |
| Continuum Advisory, LLC | History | Reduced | 22,096 | 6,412 | 0.64% | 0.7% | 547 | -493 | -2.18% | Q4 2025 | Feb 11, 2026 |
| GREENUP STREET WEALTH MANAGEMENT LLC | History | Added to | 21,784 | 6,322 | 0.91% | 0.83% | 548 | +3,486 | 19.05% | Q4 2025 | Jan 23, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 21,774 | 6,319 | 0.03% | 0.03% | 549 | -503 | -2.26% | Q4 2025 | Feb 12, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 21,622 | 6,275 | 0.2% | 0.18% | 550 | +831 | 4.0% | Q4 2025 | Jan 09, 2026 |
| Atria Investments, Inc | History | Reduced | 21,472 | 6,231 | 0.07% | 0.08% | 551 | -1,111 | -4.92% | Q4 2025 | Feb 05, 2026 |
| Evelyn Partners Asset Management Ltd | History | Added to | 21,391 | 6,208 | 1.46% | 1.26% | 552 | +2,438 | 12.86% | Q4 2025 | Feb 13, 2026 |
| Latko Wealth Management, Ltd. | History | Reduced | 21,377 | 6,204 | 3.04% | 3.26% | 553 | -533 | -2.43% | Q4 2025 | Feb 10, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 21,375 | 6,203 | 0.11% | 0.13% | 554 | -411 | -1.89% | Q4 2025 | Jan 16, 2026 |
| Capital Management Associates, Inc | History | Added to | 21,250 | 6,167 | 1.36% | 0.92% | 555 | +9,655 | 83.27% | Q4 2025 | Jan 21, 2026 |
| Mystic Asset Management, Inc. | History | Reduced | 21,246 | 6,166 | 1.4% | 1.42% | 556 | -225 | -1.05% | Q4 2025 | Jan 28, 2026 |
| Coastal Bridge Advisors, LLC | History | Added to | 21,061 | 6,112 | 0.46% | 0.43% | 557 | +1,943 | 10.16% | Q4 2025 | Feb 18, 2026 |
| McAdam, LLC | History | Added to | 20,958 | 6,082 | 0.28% | 0.29% | 558 | +872 | 4.34% | Q4 2025 | Feb 13, 2026 |
| AMARA FINANCIAL, LLC. | History | Reduced | 20,944 | 6,078 | 4.21% | 5.85% | 559 | -6,101 | -22.56% | Q4 2025 | Feb 03, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 20,883 | 6,060 | 0.03% | 0.03% | 560 | +5,002 | 31.5% | Q4 2025 | Feb 12, 2026 |
| One Capital Management, LLC | History | Added to | 20,680 | 6,001 | 0.18% | 0.18% | 561 | +1,064 | 5.42% | Q4 2025 | Feb 10, 2026 |
| Accelerate Investment Advisors LLC | History | Added to | 20,575 | 5,971 | 4.02% | 4.11% | 562 | +25 | 0.12% | Q4 2025 | Jan 12, 2026 |
| Excelsior Advisor Network LLC | History | New | 20,450 | 5,934 | 2.89% | — | 563 | +20,450 | New | Q4 2025 | Feb 13, 2026 |
| BEARING POINT CAPITAL, LLC | History | Added to | 20,412 | 5,923 | 0.93% | 0.94% | 564 | +1,766 | 9.47% | Q4 2025 | Feb 10, 2026 |
| SPINNAKER TRUST | History | Added to | 20,393 | 5,918 | 0.32% | 0.33% | 565 | +173 | 0.86% | Q4 2025 | Feb 10, 2026 |
| Rialto Wealth Management, LLC | History | Reduced | 20,382 | 5,915 | 1.41% | 1.56% | 566 | -172 | -0.84% | Q4 2025 | Jan 12, 2026 |
| TICINO WEALTH | History | New | 20,256 | 5,878 | 2.18% | — | 567 | +20,256 | New | Q4 2025 | Jan 27, 2026 |
| Calamos Wealth Management LLC | History | Added to | 20,189 | 5,859 | 0.2% | 0.21% | 568 | +20 | 0.1% | Q4 2025 | Jan 29, 2026 |
| SCS Capital Management LLC | History | Added to | 20,177 | 5,855 | 0.06% | 0.06% | 569 | +398 | 2.01% | Q4 2025 | Feb 10, 2026 |
| S.A. Mason LLC | History | Added to | 20,156 | 5,849 | 2.31% | 2.61% | 570 | +18 | 0.09% | Q4 2025 | Jan 29, 2026 |
| Spectrum Investment Advisors, Inc. | History | Added to | 20,137 | 5,844 | 2.93% | 3.19% | 571 | +78 | 0.39% | Q4 2025 | Jan 28, 2026 |
| Gotham Asset Management, LLC | History | Added to | 20,133 | 5,842 | 0.02% | 0.02% | 572 | +5,671 | 39.21% | Q4 2025 | Feb 17, 2026 |
| RKL Wealth Management LLC | History | Reduced | 20,110 | 5,836 | 0.48% | 0.52% | 573 | -551 | -2.67% | Q4 2025 | Feb 12, 2026 |
| Kendall Capital Management | History | No change | 20,042 | 5,816 | 1.22% | 1.33% | 574 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Meramec Financial Planners, LLC | History | New | 19,272 | 5,803 | 2.26% | — | 575 | +19,272 | New | Q4 2025 | Feb 10, 2026 |
| Cascades Capital Asset Management, LLC | History | Added to | 19,904 | 5,776 | 2.42% | 2.32% | 576 | +1,940 | 10.8% | Q4 2025 | Feb 04, 2026 |
| Mason & Associates Inc | History | Added to | 19,892 | 5,773 | 1.09% | 0.62% | 577 | +9,340 | 88.51% | Q4 2025 | Feb 05, 2026 |
| Vista Cima Wealth Management LLC | History | Added to | 19,710 | 5,720 | 4.77% | 4.58% | 578 | +991 | 5.29% | Q4 2025 | Feb 11, 2026 |
| Cornerstone Management, Inc. | History | Added to | 19,669 | 5,708 | 0.93% | 0.94% | 579 | +311 | 1.61% | Q4 2025 | Feb 06, 2026 |
| FIRST FINANCIAL CORP /IN/ | History | Added to | 19,541 | 5,671 | 2.14% | 2.08% | 580 | +1,486 | 8.23% | Q4 2025 | Jan 13, 2026 |
| MERIDIAN MANAGEMENT CO | History | Reduced | 19,410 | 5,633 | 1.39% | 1.57% | 581 | -558 | -2.79% | Q4 2025 | Feb 10, 2026 |
| Colorado Capital Management, Inc. | History | Added to | 19,225 | 5,579 | 2.09% | 2.11% | 582 | +673 | 3.63% | Q4 2025 | Jan 23, 2026 |
| FIRST MERCHANTS CORP | History | Reduced | 19,119 | 5,548 | 0.21% | 0.21% | 583 | -268 | -1.38% | Q4 2025 | Jan 12, 2026 |
| Capital Advantage, Inc. | History | Added to | 19,094 | 5,541 | 0.75% | 0.69% | 584 | +3,364 | 21.39% | Q4 2025 | Jan 07, 2026 |
| BKM Wealth Management, LLC | History | Added to | 19,094 | 5,541 | 2.03% | 2.05% | 585 | +133 | 0.7% | Q4 2025 | Jan 29, 2026 |
| StoneX Group Inc. | History | Reduced | 19,073 | 5,539 | 0.24% | 0.25% | 586 | -9 | -0.05% | Q4 2025 | Feb 12, 2026 |
| Cannon Capital Management, Inc. | History | New | 19,078 | 5,536 | 4.87% | — | 587 | +19,078 | New | Q4 2025 | Jan 30, 2026 |
| Narus Financial Partners, LLC | History | Reduced | 19,030 | 5,522 | 1.52% | 1.57% | 588 | -486 | -2.49% | Q4 2025 | Feb 09, 2026 |
| Pinnacle Wealth Management Group, Inc. | History | Added to | 18,913 | 5,488 | 2.74% | 2.76% | 589 | +593 | 3.24% | Q4 2025 | Jan 23, 2026 |
| Retirement Planning Group, LLC | History | Reduced | 18,743 | 5,439 | 0.18% | 0.2% | 590 | -720 | -3.7% | Q4 2025 | Feb 03, 2026 |
| Orin Green Financial, LLC | History | Added to | 18,687 | 5,423 | 2.17% | 2.16% | 591 | +273 | 1.48% | Q4 2025 | Feb 06, 2026 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | History | Added to | 18,652 | 5,413 | 1.22% | 1.26% | 592 | +377 | 2.06% | Q4 2025 | Jan 12, 2026 |
| Legacy Financial Group LLC | History | Added to | 18,152 | 5,410 | 0.67% | 0.67% | 593 | +640 | 3.65% | Q4 2025 | Feb 05, 2026 |
| Gleason Group, Inc. | History | Added to | 18,606 | 5,399 | 0.53% | 0.55% | 594 | +111 | 0.6% | Q4 2025 | Jan 15, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 18,590 | 5,395 | 0.04% | 0.03% | 595 | +7,301 | 64.67% | Q4 2025 | Feb 12, 2026 |
| MARQUETTE ASSOCIATES, INC. | History | Reduced | 18,479 | 5,362 | 6.87% | 6.96% | 596 | -1,211 | -6.15% | Q4 2025 | Feb 17, 2026 |
| Legacy Edge Advisors, LLC | History | New | 18,452 | 5,355 | 0.59% | — | 597 | +18,452 | New | Q4 2025 | Feb 02, 2026 |
| Ameraudi Asset Management, Inc. | History | Added to | 18,412 | 5,343 | 2.94% | 3.2% | 598 | +413 | 2.29% | Q4 2025 | Feb 11, 2026 |
| FineMark National Bank & Trust | History | Added to | 18,395 | 5,338 | 0.17% | 0.09% | 599 | +9,383 | 104.12% | Q4 2025 | Feb 12, 2026 |
| Five Pine Wealth Management | History | Added to | 18,370 | 5,331 | 3.42% | 3.48% | 600 | +839 | 4.79% | Q4 2025 | Jan 21, 2026 |
| AE Wealth Management LLC | History | Added to | 18,346 | 5,324 | 0.03% | 0.02% | 601 | +5,128 | 38.8% | Q4 2025 | Jan 26, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Added to | 18,302 | 5,311 | 0.33% | 0.34% | 603 | +359 | 2.0% | Q4 2025 | Feb 17, 2026 |
| Ehrenkranz Partners L.P. | History | Added to | 18,302 | 5,311 | 6.02% | 4.73% | 602 | +10 | 0.05% | Q4 2025 | Feb 17, 2026 |
| Keystone Financial Group | History | Added to | 18,118 | 5,258 | 0.39% | 0.4% | 604 | +488 | 2.77% | Q4 2025 | Feb 06, 2026 |
| Great Lakes Retirement, Inc. | History | Added to | 18,071 | 5,244 | 0.55% | 0.48% | 605 | +3,016 | 20.03% | Q4 2025 | Feb 12, 2026 |
| Advisors Capital Management, LLC | History | Added to | 17,983 | 5,219 | 0.06% | 0.06% | 606 | +2,660 | 17.36% | Q4 2025 | Jan 29, 2026 |
| Pinnacle Financial Group, LLC / IL | History | Added to | 17,971 | 5,215 | 1.51% | 1.54% | 607 | +659 | 3.81% | Q4 2025 | Feb 05, 2026 |
| PAX Financial Group, LLC | History | Reduced | 17,952 | 5,210 | 0.9% | 0.98% | 608 | -624 | -3.36% | Q4 2025 | Feb 05, 2026 |
| King Wealth Management Group | History | Reduced | 17,947 | 5,209 | 0.63% | 0.68% | 609 | -557 | -3.01% | Q4 2025 | Feb 09, 2026 |
| SMITH, MOORE & CO. | History | Added to | 17,858 | 5,182 | 0.39% | 0.38% | 610 | +889 | 5.24% | Q4 2025 | Jan 23, 2026 |
| CITY HOLDING CO | History | Added to | 17,847 | 5,179 | 0.64% | 0.57% | 611 | +2,364 | 15.27% | Q4 2025 | Jan 22, 2026 |
| Regal Investment Advisors LLC | History | Added to | 17,843 | 5,178 | 0.31% | 0.28% | 612 | +3,090 | 20.94% | Q4 2025 | Feb 17, 2026 |
| MATHER GROUP, LLC. | History | Added to | 17,742 | 5,149 | 0.05% | 0.05% | 613 | +10 | 0.06% | Q4 2025 | Jan 13, 2026 |
| GENESIS PRIVATE WEALTH, LLC | History | Added to | 17,708 | 5,139 | 1.59% | 0.15% | 614 | +16,518 | 1388.07% | Q4 2025 | Jan 08, 2026 |
| Berkeley Capital Partners, LLC | History | Added to | 17,393 | 5,047 | 1.19% | 1.2% | 615 | +67 | 0.39% | Q4 2025 | Feb 05, 2026 |
| CAPITAL INSIGHT PARTNERS, LLC | History | Reduced | 17,337 | 5,031 | 1.06% | 0.93% | 616 | -1,719 | -9.02% | Q4 2025 | Feb 17, 2026 |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | History | Added to | 17,315 | 5,025 | 0.73% | 0.71% | 617 | +768 | 4.64% | Q4 2025 | Feb 06, 2026 |
| WEALTHSPAN PARTNERS, LLC | History | Added to | 17,280 | 5,015 | 1.82% | 1.78% | 618 | +1,405 | 8.85% | Q4 2025 | Jan 27, 2026 |
| Benchmark Financial Wealth Advisors, LLC | History | Reduced | 17,268 | 5,011 | 1.44% | 1.54% | 619 | -190 | -1.09% | Q4 2025 | Jan 27, 2026 |
| Family Legacy, Inc. | History | Added to | 17,262 | 5,009 | 1.5% | 1.54% | 620 | +161 | 0.94% | Q4 2025 | Feb 04, 2026 |
| Weil Company, Inc. | History | Added to | 17,151 | 4,977 | 1.14% | 1.06% | 621 | +2,086 | 13.85% | Q4 2025 | Jan 14, 2026 |
| Bernardo Wealth Planning LLC | History | Reduced | 17,126 | 4,970 | 0.95% | 1.01% | 622 | -344 | -1.97% | Q4 2025 | Jan 26, 2026 |
| Marathon Strategic Advisors, LLC | History | Reduced | 17,108 | 4,965 | 3.79% | 4.02% | 623 | -8 | -0.05% | Q4 2025 | Feb 11, 2026 |
| Veridan Wealth LLC | History | Added to | 17,098 | 4,962 | 1.67% | 1.7% | 624 | +284 | 1.69% | Q4 2025 | Feb 13, 2026 |
| Vickerman Investment Advisors, Inc. | History | Added to | 17,090 | 4,959 | 0.99% | 0.97% | 625 | +823 | 5.06% | Q4 2025 | Feb 12, 2026 |
| Vise Technologies, Inc. | History | Added to | 17,075 | 4,955 | 0.1% | 0.15% | 626 | +2,928 | 20.7% | Q4 2025 | Feb 11, 2026 |
| SouthState Bank Corp | History | Added to | 17,059 | 4,950 | 0.22% | 0.21% | 627 | +1,648 | 10.69% | Q4 2025 | Feb 11, 2026 |
| White Lighthouse Investment Management Inc. | History | Added to | 17,051 | 4,948 | 0.69% | 0.76% | 628 | +188 | 1.11% | Q4 2025 | Feb 09, 2026 |
| WP Advisors, LLC | History | Reduced | 16,936 | 4,915 | 1.22% | 1.33% | 629 | -830 | -4.67% | Q4 2025 | Jan 28, 2026 |
| Petros Family Wealth, LLC | History | Added to | 16,902 | 4,905 | 3.27% | 0.18% | 630 | +16,187 | 2263.92% | Q4 2025 | Jan 14, 2026 |
| Americana Partners, LLC | History | Added to | 16,806 | 4,877 | 0.13% | 0.12% | 631 | +2,964 | 21.41% | Q4 2025 | Feb 06, 2026 |
| Wescott Financial Advisory Group, LLC | History | Reduced | 16,802 | 4,876 | 0.43% | 0.56% | 632 | -4,566 | -21.37% | Q4 2025 | Feb 12, 2026 |
| ADVOCATE GROUP LLC | History | Added to | 16,776 | 4,868 | 0.79% | 0.8% | 633 | +301 | 1.83% | Q4 2025 | Jan 20, 2026 |
| Verdence Capital Advisors LLC | History | Added to | 16,751 | 4,861 | 0.29% | 0.28% | 634 | +59 | 0.35% | Q4 2025 | Jan 29, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Reduced | 16,737 | 4,857 | 0.06% | 0.07% | 635 | -736 | -4.21% | Q4 2025 | Jan 22, 2026 |
| Rockingstone Advisors LLC | History | Added to | 16,700 | 4,846 | 2.21% | 2.1% | 636 | +2,221 | 15.34% | Q4 2025 | Jan 28, 2026 |
| Boston Trust Walden Corp | History | Reduced | 16,569 | 4,808 | 0.04% | 0.04% | 637 | -159 | -0.95% | Q4 2025 | Jan 28, 2026 |
| Fiduciary Alliance LLC | History | Reduced | 16,547 | 4,802 | 0.31% | 0.33% | 638 | -12 | -0.07% | Q4 2025 | Jan 22, 2026 |
| Meridian Financial Advisors, LLC | History | Reduced | 16,538 | 4,799 | 2.61% | 2.88% | 639 | -899 | -5.16% | Q4 2025 | Jan 23, 2026 |
| Maia Wealth LLC | History | Added to | 16,003 | 4,774 | 0.81% | 0.67% | 640 | +2,327 | 17.02% | Q4 2025 | Feb 17, 2026 |
| FinDec Wealth Services, Inc. | History | Reduced | 16,355 | 4,746 | 5.09% | 5.17% | 641 | -650 | -3.82% | Q4 2025 | Feb 09, 2026 |
| Alpine Bank Wealth Management | History | Reduced | 16,332 | 4,739 | 0.67% | 0.68% | 642 | -35 | -0.21% | Q4 2025 | Jan 15, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 16,285 | 4,726 | 0.02% | 0.02% | 643 | +1,197 | 7.93% | Q4 2025 | Feb 12, 2026 |
| LongView Wealth Management | History | Added to | 15,654 | 4,683 | 1.13% | 1.14% | 644 | +1,333 | 9.31% | Q4 2025 | Jan 13, 2026 |
| Roger Wittlin Investment Advisory, LLC | History | Reduced | 16,110 | 4,675 | 3.27% | 3.06% | 645 | -2,611 | -13.95% | Q4 2025 | Jan 20, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 16,073 | 4,664 | 0.3% | 0.29% | 646 | +1,249 | 8.43% | Q4 2025 | Feb 03, 2026 |
| Hofer & Associates. Inc | History | Added to | 16,050 | 4,658 | 2.47% | 2.61% | 647 | +550 | 3.55% | Q4 2025 | Jan 15, 2026 |
| TPG Financial Advisors, LLC | History | Added to | 16,021 | 4,649 | 1.55% | 1.75% | 648 | +1 | 0.01% | Q4 2025 | Feb 06, 2026 |
| MFA WEALTH ADVISORS, LLC | History | Added to | 15,984 | 4,638 | 0.98% | 0.97% | 649 | +810 | 5.34% | Q4 2025 | Jan 14, 2026 |
| Pitcairn Wealth Advisors LLC | History | New | 15,959 | 4,631 | 0.42% | — | 650 | +15,959 | New | Q4 2025 | Feb 13, 2026 |
| Mokosak Advisory Group, LLC | History | Added to | 15,953 | 4,629 | 1.16% | 1.18% | 651 | +576 | 3.75% | Q4 2025 | Feb 03, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 15,814 | 4,589 | 0.06% | 0.1% | 652 | -14,348 | -47.57% | Q4 2025 | Feb 11, 2026 |
| RFG Advisory, LLC | History | Added to | 15,808 | 4,587 | 0.09% | 0.09% | 653 | +1,275 | 8.77% | Q4 2025 | Feb 03, 2026 |
| Krilogy Financial LLC | History | Added to | 15,215 | 4,560 | 0.16% | 0.16% | 654 | +525 | 3.57% | Q4 2025 | Jan 27, 2026 |
| BRIGHTON SECURITIES CORP. | History | Added to | 15,701 | 4,556 | 2.25% | 1.81% | 655 | +3,886 | 32.89% | Q4 2025 | Mar 06, 2026 |
| Ascent Group, LLC | History | Added to | 15,660 | 4,544 | 0.16% | 0.15% | 656 | +1,011 | 6.9% | Q4 2025 | Jan 20, 2026 |
| Macco Financial Group, Inc. | History | New | 15,492 | 4,496 | 3.86% | — | 657 | +15,492 | New | Q4 2025 | Feb 24, 2026 |
| Wilson & Boucher Capital Management, LLC | History | Reduced | 15,476 | 4,491 | 2.95% | 3.05% | 658 | -325 | -2.06% | Q4 2025 | Feb 05, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | Reduced | 15,454 | 4,485 | 0.66% | 0.72% | 659 | -580 | -3.62% | Q4 2025 | Feb 03, 2026 |
| D.B. Root & Company, LLC | History | Reduced | 15,420 | 4,475 | 1.09% | 3.51% | 660 | -31,626 | -67.22% | Q4 2025 | Feb 03, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 15,388 | 4,465 | 0.03% | 0.03% | 661 | +353 | 2.35% | Q4 2025 | Feb 13, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 15,365 | 4,459 | 0.36% | 0.26% | 662 | +5,263 | 52.1% | Q4 2025 | Jan 23, 2026 |
| Mittelman Wealth Management | History | Added to | 15,322 | 4,446 | 2.89% | 2.57% | 663 | +1,950 | 14.58% | Q4 2025 | Feb 17, 2026 |
| Newman Dignan & Sheerar, Inc. | History | Reduced | 15,292 | 4,438 | 0.92% | 0.99% | 664 | -321 | -2.06% | Q4 2025 | Jan 22, 2026 |
| Valpey Financial Services, LLC | History | Added to | 15,240 | 4,423 | 2.82% | 2.87% | 665 | +287 | 1.92% | Q4 2025 | Mar 04, 2026 |
| CAP Partners, LLC | History | Added to | 15,220 | 4,417 | 2.5% | 2.48% | 666 | +365 | 2.46% | Q4 2025 | Feb 04, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Added to | 15,189 | 4,408 | 0.3% | 0.33% | 667 | +132 | 0.88% | Q4 2025 | Feb 02, 2026 |
| FIRST HORIZON CORP | History | Reduced | 15,170 | 4,402 | 0.2% | 0.22% | 668 | -557 | -3.54% | Q4 2025 | Jan 27, 2026 |
| Pine Valley Investments Ltd Liability Co | History | Added to | 15,170 | 4,402 | 0.2% | 0.22% | 669 | +47 | 0.31% | Q4 2025 | Feb 13, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 14,799 | 4,380 | 0.39% | 0.39% | 670 | +62 | 0.42% | Q4 2025 | Jan 28, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 14,907 | 4,366 | 0.17% | 0.17% | 671 | +5,612 | 60.38% | Q4 2025 | Feb 13, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | Added to | 15,017 | 4,358 | 0.08% | 0.09% | 672 | +1,142 | 8.23% | Q4 2025 | Jan 28, 2026 |
| Brookstone Capital Management | History | Added to | 14,948 | 4,338 | 0.05% | 0.05% | 673 | +1,186 | 8.62% | Q4 2025 | Jan 15, 2026 |
| Focus Financial Network, Inc. | History | Added to | 14,858 | 4,312 | 0.15% | 0.13% | 674 | +2,191 | 17.3% | Q4 2025 | Jan 12, 2026 |
| Drucker Wealth 3.0, LLC | History | Added to | 14,822 | 4,301 | 0.76% | 0.73% | 675 | +804 | 5.74% | Q4 2025 | Feb 03, 2026 |
| RED CRANE WEALTH MANAGEMENT, LLC | History | Reduced | 14,785 | 4,291 | 3.51% | 3.7% | 676 | -173 | -1.16% | Q4 2025 | Feb 03, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Added to | 14,761 | 4,283 | 0.47% | 0.48% | 677 | +263 | 1.81% | Q4 2025 | Jan 20, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 14,751 | 4,281 | 0.09% | 0.09% | 678 | -215 | -1.44% | Q4 2025 | Feb 06, 2026 |
| ALESCO ADVISORS LLC | History | Added to | 14,739 | 4,277 | 0.11% | 0.12% | 679 | +80 | 0.55% | Q4 2025 | Jan 28, 2026 |
| MidWestOne Financial Group, Inc. | History | Added to | 14,734 | 4,276 | 0.47% | 0.49% | 680 | +880 | 6.35% | Q4 2025 | Feb 12, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 14,667 | 4,256 | 0.22% | 0.24% | 681 | -107 | -0.72% | Q4 2025 | Feb 05, 2026 |
| Gradient Capital Advisors, LLC | History | Reduced | 14,599 | 4,236 | 1.09% | 1.18% | 682 | -365 | -2.44% | Q4 2025 | Feb 06, 2026 |
| Fjell Capital, LLC | History | Added to | 14,590 | 4,234 | 3.25% | 3.72% | 683 | +218 | 1.52% | Q4 2025 | Jan 12, 2026 |
| STAR Financial Bank | History | New | 14,576 | 4,230 | 2.16% | — | 684 | +14,576 | New | Q4 2025 | Feb 13, 2026 |
| Wealthfront Advisers LLC | History | Reduced | 14,526 | 4,215 | 0.01% | 0.01% | 685 | -313 | -2.11% | Q4 2025 | Jan 30, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | Added to | 14,521 | 4,214 | 0.02% | 0.02% | 686 | +1,393 | 10.61% | Q4 2025 | Jan 13, 2026 |
| Tidal Investments LLC | History | Added to | 14,474 | 4,200 | 0.01% | 0.0% | 687 | +11,491 | 385.22% | Q4 2025 | Feb 13, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | Added to | 14,448 | 4,193 | 0.46% | 0.23% | 688 | +7,653 | 112.63% | Q4 2025 | Feb 13, 2026 |
| RETIREMENT GUYS FORMULA LLC | History | Added to | 14,409 | 4,181 | 1.91% | 1.43% | 689 | +584 | 4.22% | Q4 2025 | Jan 23, 2026 |
| Soltis Investment Advisors LLC | History | Added to | 14,389 | 4,175 | 0.28% | 0.26% | 690 | +1,432 | 11.05% | Q4 2025 | Apr 02, 2026 |
| Fogel Capital Management, Inc. | History | Added to | 14,389 | 4,175 | 1.92% | 1.95% | 691 | +23 | 0.16% | Q4 2025 | Feb 02, 2026 |
| MY Wealth Management Inc. | History | Reduced | 14,311 | 4,153 | 3.62% | 3.81% | 692 | -475 | -3.21% | Q4 2025 | Feb 10, 2026 |
| Kovack Advisors, Inc. | History | Added to | 14,291 | 4,147 | 0.19% | 0.05% | 693 | +12,434 | 669.57% | Q4 2025 | Feb 17, 2026 |
| IHT Wealth Management, LLC | History | Added to | 14,224 | 4,128 | 0.1% | 0.1% | 694 | +403 | 2.92% | Q4 2025 | Feb 17, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 14,178 | 4,115 | 0.13% | — | 695 | +14,178 | New | Q4 2025 | Feb 13, 2026 |
| Partners in Financial Planning | History | Added to | 14,162 | 4,110 | 0.7% | 0.72% | 696 | +49 | 0.35% | Q4 2025 | Feb 02, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | New | 14,144 | 4,104 | 0.68% | — | 697 | +14,144 | New | Q4 2025 | Feb 18, 2026 |
| Greenwich Wealth Management LLC | History | Reduced | 14,141 | 4,104 | 0.18% | 0.21% | 698 | -9 | -0.06% | Q4 2025 | Feb 10, 2026 |
| Diversified Trust Co | History | Added to | 14,138 | 4,103 | 0.08% | 0.07% | 699 | +1,567 | 12.47% | Q4 2025 | Jan 09, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 14,131 | 4,100 | 0.26% | 0.25% | 700 | +1,396 | 10.96% | Q4 2025 | Feb 06, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 14,128 | 4,100 | 0.07% | 0.08% | 701 | -344 | -2.38% | Q4 2025 | Jan 22, 2026 |
| Simplicity Wealth,LLC | History | Added to | 14,060 | 4,080 | 0.24% | 0.22% | 702 | +1,158 | 8.98% | Q4 2025 | Jan 30, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | Reduced | 14,018 | 4,068 | 0.69% | 0.72% | 703 | -371 | -2.58% | Q4 2025 | Jan 27, 2026 |
| Conservest Capital Advisors, Inc. | History | Reduced | 14,015 | 4,067 | 0.37% | 0.39% | 704 | -297 | -2.08% | Q4 2025 | Feb 12, 2026 |
| Innovative Wealth Building LLC | History | Reduced | 13,993 | 4,061 | 2.96% | 3.31% | 706 | -474 | -3.28% | Q4 2025 | Feb 17, 2026 |
| Armbruster Capital Management, Inc. | History | Reduced | 13,993 | 4,061 | 0.68% | 0.7% | 705 | -15 | -0.11% | Q4 2025 | Jan 23, 2026 |
| Centerline Wealth Advisors, LLC | History | Reduced | 13,970 | 4,054 | 1.47% | 5.18% | 707 | -26,558 | -65.53% | Q4 2025 | Jan 08, 2026 |
| Grandview Asset Management LLC | History | Reduced | 13,913 | 4,037 | 1.11% | 1.24% | 708 | -1,067 | -7.12% | Q4 2025 | Jan 26, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | Reduced | 13,885 | 4,029 | 2.66% | 2.62% | 709 | -88 | -0.63% | Q4 2025 | Feb 10, 2026 |
| Foster Victor Wealth Advisors, LLC | History | Reduced | 13,390 | 4,022 | 0.23% | 0.26% | 710 | -492 | -3.54% | Q4 2025 | Jan 26, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 13,845 | 4,018 | 0.02% | 0.02% | 711 | +1,555 | 12.65% | Q4 2025 | Feb 03, 2026 |
| Anson Capital, Inc. | History | Reduced | 13,799 | 4,004 | 2.91% | 3.11% | 712 | -343 | -2.43% | Q4 2025 | Feb 04, 2026 |
| Allen Mooney & Barnes Investment Advisors LLC | History | Added to | 13,707 | 3,978 | 0.6% | 0.6% | 713 | +595 | 4.54% | Q4 2025 | Jan 21, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | No change | 13,655 | 3,962 | 0.13% | 0.13% | 714 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Empower Advisory Group, LLC | History | Added to | 13,626 | 3,954 | 0.01% | 0.01% | 715 | +3,559 | 35.35% | Q4 2025 | Feb 12, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Added to | 13,607 | 3,949 | 0.06% | 0.04% | 716 | +4,238 | 45.23% | Q4 2025 | Feb 09, 2026 |
| Fund Evaluation Group, LLC | History | No change | 13,595 | 3,945 | 0.13% | 0.14% | 717 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Evercore Wealth Management, LLC | History | No change | 13,564 | 3,936 | 0.06% | 0.06% | 718 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Ellenbecker Investment Group | History | Added to | 13,507 | 3,920 | 0.55% | 0.58% | 719 | +91 | 0.68% | Q4 2025 | Jan 30, 2026 |
| FINANCIAL ADVISORY PARTNERS, LLC | History | Added to | 13,481 | 3,912 | 1.1% | 1.14% | 720 | +249 | 1.88% | Q4 2025 | Jan 23, 2026 |
| Refined Wealth Management | History | Added to | 13,363 | 3,878 | 2.61% | 2.5% | 721 | +131 | 0.99% | Q4 2025 | Jan 15, 2026 |
| HILLTOP WEALTH ADVISORS, LLC | History | Reduced | 13,320 | 3,865 | 1.94% | 2.05% | 722 | -49 | -0.37% | Q4 2025 | Jan 14, 2026 |
| United Financial Planning Group LLC | History | New | 13,300 | 3,860 | 2.34% | — | 723 | +13,300 | New | Q4 2025 | Feb 11, 2026 |
| Charles Schwab Trust Co | History | No change | 13,286 | 3,855 | 0.25% | 0.26% | 724 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Legacy Advisors, LLC | History | Reduced | 13,275 | 3,852 | 0.41% | 0.49% | 725 | -249 | -1.84% | Q4 2025 | Jan 27, 2026 |
| FreeGulliver LLC | History | Added to | 13,158 | 3,818 | 1.41% | 1.37% | 726 | +2,694 | 25.75% | Q4 2025 | Feb 12, 2026 |
| Duncan Williams Asset Management, LLC | History | Added to | 12,780 | 3,809 | 0.95% | 0.99% | 727 | +833 | 6.97% | Q4 2025 | Feb 05, 2026 |
| BCGM Wealth Management, LLC | History | Reduced | 13,117 | 3,806 | 0.97% | 1.02% | 728 | -262 | -1.96% | Q4 2025 | Jan 07, 2026 |
| Eagle Strategies LLC | History | Added to | 13,068 | 3,792 | 0.48% | 0.47% | 730 | +1,001 | 8.3% | Q4 2025 | Jan 23, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | Reduced | 13,069 | 3,792 | 0.43% | 0.47% | 729 | -379 | -2.82% | Q4 2025 | Jan 14, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 13,050 | 3,787 | 0.18% | 0.17% | 731 | -443 | -3.28% | Q4 2025 | Jan 21, 2026 |
| Destiny Wealth Partners, LLC | History | Reduced | 12,462 | 3,735 | 0.43% | 0.45% | 732 | -178 | -1.41% | Q4 2025 | Feb 03, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 12,868 | 3,734 | 0.07% | 0.07% | 733 | +197 | 1.55% | Q4 2025 | Feb 04, 2026 |
| Omnia Family Wealth, LLC | History | Reduced | 12,869 | 3,734 | 1.1% | 1.24% | 734 | -126 | -0.97% | Q4 2025 | Jan 16, 2026 |
| BCM ADVISORS, LLC | History | Added to | 12,340 | 3,685 | 0.71% | 0.65% | 735 | +1,274 | 11.51% | Q4 2025 | Jan 26, 2026 |
| STOCK YARDS BANK & TRUST CO | History | Reduced | 12,597 | 3,655 | 0.11% | 0.12% | 736 | -917 | -6.79% | Q4 2025 | Jan 21, 2026 |
| Cannon Wealth Management Services, LLC | History | Added to | 12,572 | 3,648 | 2.57% | 2.75% | 737 | +205 | 1.66% | Q4 2025 | Jan 27, 2026 |
| WESCAP Management Group, Inc. | History | Reduced | 12,505 | 3,629 | 0.74% | 0.78% | 738 | -80 | -0.64% | Q4 2025 | Feb 11, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 12,500 | 3,627 | 0.0% | 0.0% | 739 | -11,664 | -48.27% | Q4 2025 | Feb 17, 2026 |
| IFP Advisors, Inc | History | Reduced | 12,496 | 3,626 | 0.08% | 0.11% | 740 | -1,360 | -9.82% | Q4 2025 | Feb 06, 2026 |
| SEAMOUNT FINANCIAL GROUP INC | History | Added to | 12,450 | 3,613 | 1.64% | 1.67% | 741 | +413 | 3.43% | Q4 2025 | Jan 26, 2026 |
| WEST BANCORPORATION INC | History | Added to | 12,404 | 3,599 | 1.89% | 1.65% | 742 | +2,330 | 23.13% | Q4 2025 | Jan 29, 2026 |
| First American Bank | History | Reduced | 12,352 | 3,584 | 0.22% | 0.25% | 743 | -944 | -7.1% | Q4 2025 | Jan 20, 2026 |
| Carrera Capital Advisors | History | Added to | 12,266 | 3,559 | 0.6% | 0.61% | 744 | +666 | 5.74% | Q4 2025 | Jan 30, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | New | 12,258 | 3,557 | 0.6% | — | 745 | +12,258 | New | Q4 2025 | Feb 12, 2026 |
| WEALTH ALLIANCE, LLC | History | Reduced | 12,251 | 3,555 | 0.35% | 0.39% | 746 | -634 | -4.92% | Q4 2025 | Feb 13, 2026 |
| Boyd Wealth Management, LLC | History | Reduced | 12,167 | 3,531 | 1.5% | 1.54% | 747 | -12 | -0.1% | Q4 2025 | Jan 28, 2026 |
| GEM Asset Management, LLC | History | Added to | 11,863 | 3,508 | 1.56% | 1.56% | 748 | +688 | 6.16% | Q4 2025 | Jan 09, 2026 |
| Covington Investment Advisors Inc. | History | Added to | 12,055 | 3,499 | 0.48% | 0.33% | 749 | +3,524 | 41.31% | Q4 2025 | Feb 17, 2026 |
| Good Steward Wealth Advisors,LLC | History | Added to | 12,044 | 3,495 | 2.31% | 2.08% | 751 | +1,797 | 17.54% | Q4 2025 | Jan 22, 2026 |
| TSFG, LLC | History | Reduced | 12,042 | 3,495 | 0.52% | 0.63% | 750 | -1,407 | -10.46% | Q4 2025 | Feb 04, 2026 |
| ADAPT WEALTH ADVISORS, LLC | History | Reduced | 11,977 | 3,476 | 1.2% | 1.42% | 753 | -1,133 | -8.64% | Q4 2025 | Feb 10, 2026 |
| GoalFusion Wealth Management, LLC | History | Added to | 11,979 | 3,476 | 1.61% | 1.62% | 752 | +402 | 3.47% | Q4 2025 | Jan 06, 2026 |
| BAR HARBOR WEALTH MANAGEMENT | History | Reduced | 11,951 | 3,468 | 0.2% | 0.21% | 754 | -72 | -0.6% | Q4 2025 | Jan 22, 2026 |
| Beckerman Institutional, LLC | History | Added to | 11,912 | 3,456 | 1.94% | 2.0% | 755 | +332 | 2.87% | Q4 2025 | Feb 10, 2026 |
| EVOKE WEALTH, LLC | History | Reduced | 11,879 | 3,447 | 0.06% | 0.11% | 756 | -7,106 | -37.43% | Q4 2025 | Feb 06, 2026 |
| Aprio Wealth Management, LLC | History | New | 1,138 | 3,447 | 0.2% | — | 757 | +1,138 | New | Q4 2025 | Jan 29, 2026 |
| WealthTrust Asset Management, LLC | History | New | 11,859 | 3,441 | 2.4% | — | 758 | +11,859 | New | Q4 2025 | Feb 04, 2026 |
| SeaCrest Wealth Management, LLC | History | Added to | 11,597 | 3,429 | 0.35% | 0.31% | 759 | +1,606 | 16.07% | Q4 2025 | Jan 12, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 11,770 | 3,415 | 0.01% | 0.01% | 760 | -1,079 | -8.4% | Q4 2025 | Feb 13, 2026 |
| Optas, LLC | History | Reduced | 11,764 | 3,413 | 0.53% | 0.96% | 761 | -7,410 | -38.65% | Q4 2025 | Jan 27, 2026 |
| Financial Planning Hawaii, Inc. | History | New | 11,753 | 3,411 | 1.97% | — | 762 | +11,753 | New | Q4 2025 | Jan 15, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | Added to | 11,517 | 3,399 | 0.76% | 0.83% | 763 | +497 | 4.51% | Q4 2025 | Feb 04, 2026 |
| NICOLET BANKSHARES INC | History | Added to | 11,692 | 3,393 | 0.54% | 0.3% | 764 | +5,311 | 83.23% | Q4 2025 | Feb 09, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 11,681 | 3,390 | 0.1% | 0.1% | 765 | +765 | 7.01% | Q4 2025 | Feb 13, 2026 |
| Maltin Wealth Management, Inc. | History | Added to | 11,677 | 3,389 | 1.35% | 1.37% | 766 | +480 | 4.29% | Q4 2025 | Jan 15, 2026 |
| Bank of Marin | History | No change | 11,595 | 3,365 | 2.32% | 2.4% | 767 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| My Personal CFO, LLC | History | Added to | 11,578 | 3,360 | 1.4% | 0.12% | 768 | +10,488 | 962.2% | Q4 2025 | Jan 15, 2026 |
| Mayflower Financial Advisors, LLC | History | Reduced | 11,570 | 3,357 | 0.41% | 0.44% | 769 | -314 | -2.64% | Q4 2025 | Jan 13, 2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | History | Added to | 11,532 | 3,346 | 0.82% | 0.6% | 770 | +2,446 | 26.92% | Q4 2025 | Jan 08, 2026 |
| Fifth Third Wealth Advisors LLC | History | Added to | 11,527 | 3,345 | 0.12% | 0.1% | 771 | +1,866 | 19.31% | Q4 2025 | Jan 15, 2026 |
| City State Bank | History | Added to | 11,525 | 3,344 | 0.92% | 0.95% | 772 | +370 | 3.32% | Q4 2025 | Jan 28, 2026 |
| MCF Advisors LLC | History | Added to | 11,448 | 3,322 | 0.18% | 0.01% | 773 | +11,143 | 3653.44% | Q4 2025 | Feb 11, 2026 |
| Valtinson Bruner Financial Planning LLC | History | Reduced | 11,424 | 3,315 | 0.95% | 1.0% | 774 | -100 | -0.87% | Q4 2025 | Feb 09, 2026 |
| Magnus Financial Group LLC | History | Added to | 11,424 | 3,315 | 0.25% | 0.26% | 775 | +50 | 0.44% | Q4 2025 | Jan 07, 2026 |
| Objective Capital Management, LLC | History | Added to | 11,393 | 3,306 | 3.37% | 3.46% | 776 | +11 | 0.1% | Q4 2025 | Feb 04, 2026 |
| Hexagon Capital Partners LLC | History | No change | 11,364 | 3,298 | 0.61% | 0.67% | 777 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| PHILADELPHIA TRUST CO | History | Reduced | 11,355 | 3,295 | 0.23% | 0.34% | 778 | -5,000 | -30.57% | Q4 2025 | Feb 12, 2026 |
| Mission Creek Capital Partners, Inc. | History | Added to | 11,327 | 3,287 | 0.66% | 0.43% | 779 | +3,908 | 52.68% | Q4 2025 | Feb 12, 2026 |
| UMB Bank, n.a. | History | Added to | 11,305 | 3,280 | 0.04% | 0.04% | 780 | +1,092 | 10.69% | Q4 2025 | Feb 13, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 11,302 | 3,279 | 0.12% | 0.13% | 781 | +75 | 0.67% | Q4 2025 | Feb 04, 2026 |
| Fusion Family Wealth, LLC | History | Added to | 11,238 | 3,261 | 0.25% | 0.24% | 782 | +412 | 3.81% | Q4 2025 | Feb 04, 2026 |
| Stratos Investment Management, LLC | History | Reduced | 11,200 | 3,250 | 0.13% | 0.21% | 783 | -6,359 | -36.22% | Q4 2025 | Jan 20, 2026 |
| Arete Wealth Advisors, LLC | History | Reduced | 11,181 | 3,245 | 0.2% | 0.3% | 784 | -5,139 | -31.49% | Q4 2025 | Feb 13, 2026 |
| ENCOMPASS WEALTH ADVISORS, LLC | History | Added to | 11,111 | 3,224 | 1.1% | 1.1% | 785 | +128 | 1.17% | Q4 2025 | Jan 22, 2026 |
| High Net Worth Advisory Group LLC | History | Added to | 11,054 | 3,208 | 0.74% | 0.73% | 786 | +751 | 7.29% | Q4 2025 | Jan 23, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 11,040 | 3,204 | 0.19% | 0.19% | 787 | +511 | 4.85% | Q4 2025 | Feb 10, 2026 |
| PCA Investment Advisory Services Inc. | History | Added to | 11,040 | 3,203 | 1.12% | 1.12% | 788 | +703 | 6.8% | Q4 2025 | Feb 10, 2026 |
| FLYWHEEL PRIVATE WEALTH LLC | History | Reduced | 11,000 | 3,192 | 1.99% | 2.53% | 789 | -25 | -0.23% | Q4 2025 | Jan 14, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 10,978 | 3,186 | 0.25% | 0.26% | 790 | +61 | 0.56% | Q4 2025 | Feb 17, 2026 |
| Sepio Capital, LP | History | Added to | 10,973 | 3,184 | 0.17% | 0.18% | 791 | +375 | 3.54% | Q4 2025 | Feb 12, 2026 |
| RED CEDAR INVESTMENT MANAGEMENT, LLC | History | No change | 10,950 | 3,177 | 0.34% | 0.38% | 792 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Capital Advisors Wealth Management, LLC | History | Reduced | 10,886 | 3,159 | 0.43% | 0.46% | 793 | -83 | -0.76% | Q4 2025 | Jan 21, 2026 |
| Columbia Asset Management | History | Added to | 10,854 | 3,149 | 0.56% | 0.4% | 794 | +3,508 | 47.75% | Q4 2025 | Jan 28, 2026 |
| Hidden Cove Wealth Management, LLC | History | Reduced | 10,851 | 3,149 | 2.04% | 2.2% | 795 | -470 | -4.15% | Q4 2025 | Feb 02, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 10,813 | 3,138 | 0.0% | 0.0% | 796 | +3,830 | 54.85% | Q4 2025 | Feb 17, 2026 |
| CWS Financial Advisors, LLC | History | Added to | 10,769 | 3,125 | 0.85% | 0.86% | 797 | +225 | 2.13% | Q4 2025 | Feb 06, 2026 |
| NWF Advisory Services Inc. | History | Reduced | 10,770 | 3,125 | 0.35% | 0.35% | 798 | -133 | -1.22% | Q4 2025 | Mar 03, 2026 |
| SNOWWATER INVESTMENT PARTNERS, LLC | History | New | 10,710 | 3,108 | 2.86% | — | 799 | +10,710 | New | Q4 2025 | Feb 13, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Reduced | 10,689 | 3,102 | 0.19% | 0.25% | 800 | -1,001 | -8.56% | Q4 2025 | Feb 11, 2026 |
| Beacon Bridge Wealth Partners, LLC | History | Reduced | 10,643 | 3,088 | 1.03% | 1.26% | 801 | -1,428 | -11.83% | Q4 2025 | Jan 27, 2026 |
| Revolve Wealth Partners, LLC | History | Reduced | 10,553 | 3,062 | 0.36% | 0.38% | 802 | -128 | -1.2% | Q4 2025 | Jan 20, 2026 |
| CONNING INC. | History | No change | 10,535 | 3,057 | 0.1% | 0.1% | 803 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Sovran Advisors, LLC | History | Reduced | 10,139 | 3,054 | 0.26% | 0.26% | 804 | -25 | -0.25% | Q4 2025 | Jan 20, 2026 |
| Gainplan LLC | History | Added to | 10,510 | 3,050 | 1.14% | 1.21% | 805 | +822 | 8.48% | Q4 2025 | Jan 23, 2026 |
| WELCH & FORBES LLC | History | Added to | 10,474 | 3,039 | 0.04% | 0.03% | 806 | +653 | 6.65% | Q4 2025 | Feb 10, 2026 |
| Selby Wealth Management, LLC | History | New | 10,468 | 3,038 | 1.22% | — | 807 | +10,468 | New | Q4 2025 | Feb 13, 2026 |
| SOA Wealth Advisors, LLC. | History | Reduced | 10,445 | 3,031 | 0.51% | 0.55% | 808 | -575 | -5.22% | Q4 2025 | Jan 20, 2026 |
| Haverford Trust Co | History | Added to | 10,417 | 3,023 | 0.03% | 0.03% | 809 | +440 | 4.41% | Q4 2025 | Feb 13, 2026 |
| TRUST CO OF VERMONT | History | Added to | 10,386 | 3,014 | 0.13% | 0.12% | 810 | +694 | 7.16% | Q4 2025 | Jan 16, 2026 |
| Financial Freedom, LLC | History | Reduced | 10,330 | 2,997 | 1.49% | 1.53% | 811 | -102 | -0.98% | Q4 2025 | Feb 17, 2026 |
| Scott & Selber, Inc. | History | Added to | 10,325 | 2,996 | 0.75% | 0.77% | 812 | +59 | 0.57% | Q4 2025 | Jan 09, 2026 |
| Savvy Advisors, Inc. | History | Added to | 10,307 | 2,991 | 0.1% | 0.08% | 814 | +4,038 | 64.41% | Q4 2025 | Jan 20, 2026 |
| Balentine LLC | History | No change | 10,309 | 2,991 | 0.11% | 0.11% | 813 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 10,301 | 2,989 | 0.08% | 0.08% | 815 | +1,264 | 13.99% | Q4 2025 | Feb 02, 2026 |
| NorthRock Partners, LLC | History | Added to | 10,296 | 2,988 | 0.05% | 0.03% | 816 | +4,835 | 88.54% | Q4 2025 | Feb 17, 2026 |
| VIRTUE ASSET MANAGEMENT LLC | History | Added to | 10,278 | 2,982 | 2.38% | 2.48% | 817 | +55 | 0.54% | Q4 2025 | Feb 10, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 10,265 | 2,979 | 0.07% | 0.07% | 818 | +858 | 9.12% | Q4 2025 | Feb 13, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 10,240 | 2,972 | 0.09% | 0.09% | 819 | +812 | 8.61% | Q4 2025 | Feb 12, 2026 |
| GC Wealth Management RIA, LLC | History | Reduced | 10,167 | 2,950 | 0.11% | 0.15% | 820 | -5,673 | -35.81% | Q4 2025 | Jan 30, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | History | Added to | 10,156 | 2,947 | 0.46% | 0.54% | 821 | +203 | 2.04% | Q4 2025 | Feb 03, 2026 |
| SWP FINANCIAL LLC | History | Added to | 10,098 | 2,930 | 1.47% | 1.45% | 822 | +384 | 3.95% | Q4 2025 | Jan 16, 2026 |
| Summit Financial Strategies, Inc. | History | Added to | 10,081 | 2,925 | 0.24% | 0.24% | 823 | +419 | 4.34% | Q4 2025 | Jan 27, 2026 |
| Intergy Private Wealth, LLC | History | Added to | 10,062 | 2,920 | 0.88% | 0.91% | 824 | +113 | 1.14% | Q4 2025 | Jan 22, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Added to | 10,030 | 2,911 | 0.35% | 0.35% | 826 | +78 | 0.78% | Q4 2025 | Feb 13, 2026 |
| DUNCKER STREETT & CO INC | History | Reduced | 10,032 | 2,911 | 0.52% | 0.52% | 825 | -58 | -0.57% | Q4 2025 | Jan 27, 2026 |
| CWA Asset Management Group, LLC | History | Added to | 9,984 | 2,897 | 0.1% | 0.11% | 827 | +25 | 0.25% | Q4 2025 | Jan 07, 2026 |
| BOSTON FAMILY OFFICE LLC | History | Added to | 9,964 | 2,892 | 0.18% | 0.18% | 828 | +207 | 2.12% | Q4 2025 | Feb 13, 2026 |
| PFG Investments, LLC | History | Added to | 9,892 | 2,870 | 0.14% | 0.15% | 829 | +256 | 2.66% | Q4 2025 | Jan 26, 2026 |
| Affiance Financial, LLC | History | Added to | 9,847 | 2,857 | 0.46% | 0.46% | 830 | +1,170 | 13.48% | Q4 2025 | Jan 21, 2026 |
| American Money Management, LLC | History | Reduced | 9,831 | 2,853 | 0.45% | 0.5% | 831 | -310 | -3.06% | Q4 2025 | Feb 10, 2026 |
| MGO Private Wealth, LLC | History | Reduced | 9,818 | 2,849 | 1.76% | 1.81% | 832 | -443 | -4.32% | Q4 2025 | Feb 10, 2026 |
| Bull Oak Capital, LLC | History | Reduced | 9,807 | 2,846 | 1.16% | 1.32% | 833 | -760 | -7.19% | Q4 2025 | Feb 02, 2026 |
| Wilmington Savings Fund Society, FSB | History | Added to | 9,801 | 2,844 | 0.07% | 0.05% | 834 | +3,194 | 48.34% | Q4 2025 | Feb 12, 2026 |
| Sincerus Advisory, LLC | History | Added to | 9,802 | 2,844 | 2.29% | 2.45% | 835 | +65 | 0.67% | Q4 2025 | Jan 08, 2026 |
| Garden State Investment Advisory Services LLC | History | Reduced | 9,790 | 2,841 | 0.63% | 0.64% | 836 | -23 | -0.23% | Q4 2025 | Feb 17, 2026 |
| PKS Advisory Services, LLC | History | New | 9,784 | 2,839 | 0.65% | — | 837 | +9,784 | New | Q4 2025 | Feb 02, 2026 |
| TRITONPOINT WEALTH, LLC | History | Added to | 9,748 | 2,829 | 0.29% | 0.23% | 838 | +523 | 5.67% | Q4 2025 | Jan 20, 2026 |
| Retirement Planning Co of New England, Inc. | History | Reduced | 9,698 | 2,814 | 1.13% | 1.18% | 839 | -269 | -2.7% | Q4 2025 | Jan 28, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Reduced | 9,645 | 2,799 | 0.08% | 0.08% | 840 | -14 | -0.14% | Q4 2025 | Feb 03, 2026 |
| MEMBERS WEALTH LLC | History | Added to | 9,165 | 2,747 | 1.72% | 1.49% | 841 | +1,169 | 14.62% | Q4 2025 | Jan 28, 2026 |
| NWM ADVISORS, LLC | History | New | 9,458 | 2,744 | 2.39% | — | 842 | +9,458 | New | Q4 2025 | Feb 04, 2026 |
| Financial Planning Fort Collins, LLC | History | New | 9,446 | 2,741 | 2.41% | — | 843 | +9,446 | New | Q4 2025 | Feb 18, 2026 |
| Main Street Financial Solutions, LLC | History | Reduced | 9,432 | 2,737 | 0.2% | 0.3% | 844 | -6,329 | -40.16% | Q4 2025 | Feb 17, 2026 |
| SHEPHERD KAPLAN KROCHUK, LLC | History | Added to | 9,401 | 2,728 | 2.25% | 2.19% | 845 | +328 | 3.62% | Q4 2025 | Feb 13, 2026 |
| Columbus Macro, LLC | History | Added to | 9,401 | 2,728 | 0.3% | 0.31% | 847 | +69 | 0.74% | Q4 2025 | Jan 15, 2026 |
| Hilltop Holdings Inc. | History | Added to | 9,401 | 2,728 | 0.16% | 0.15% | 846 | +2 | 0.02% | Q4 2025 | Feb 17, 2026 |
| INVESTMENT PARTNERS, LTD. | History | Added to | 9,396 | 2,726 | 0.95% | 0.96% | 848 | +72 | 0.77% | Q4 2025 | Feb 10, 2026 |
| Missouri Trust & Investment Co | History | No change | 9,370 | 2,719 | 0.8% | 0.81% | 849 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| PFW Advisors LLC | History | Reduced | 9,329 | 2,707 | 0.82% | 0.82% | 850 | -72 | -0.77% | Q4 2025 | Jan 12, 2026 |
| Transcendent Capital Group LLC | History | Reduced | 9,325 | 2,706 | 1.22% | 1.24% | 851 | -72 | -0.77% | Q4 2025 | Jan 26, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | New | 9,309 | 2,701 | 0.06% | — | 852 | +9,309 | New | Q4 2025 | Feb 17, 2026 |
| Frank, Rimerman Advisors LLC | History | Added to | 9,300 | 2,699 | 0.17% | 0.17% | 853 | +205 | 2.25% | Q4 2025 | Jan 15, 2026 |
| VestGen Investment Management | History | Reduced | 9,294 | 2,697 | 1.49% | 1.77% | 854 | -737 | -7.35% | Q4 2025 | Feb 18, 2026 |
| FIDUCIARY TRUST CO | History | Added to | 9,275 | 2,691 | 0.03% | 0.03% | 855 | +21 | 0.23% | Q4 2025 | Feb 13, 2026 |
| Abbot Financial Management, Inc. | History | Reduced | 9,242 | 2,682 | 1.11% | 1.18% | 856 | -153 | -1.63% | Q4 2025 | Feb 13, 2026 |
| Certified Advisory Corp | History | Added to | 9,239 | 2,681 | 0.24% | 0.25% | 857 | +151 | 1.66% | Q4 2025 | Jan 12, 2026 |
| Allegheny Financial Group | History | Added to | 9,230 | 2,678 | 0.4% | 0.35% | 858 | +2,924 | 46.37% | Q4 2025 | Feb 02, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | New | 9,222 | 2,676 | 0.33% | — | 859 | +9,222 | New | Q4 2025 | Jan 07, 2026 |
| WASHINGTON TRUST BANK | History | Added to | 9,218 | 2,675 | 0.19% | 0.19% | 860 | +297 | 3.33% | Q4 2025 | Feb 04, 2026 |
| West Financial Advisors, LLC | History | Added to | 9,219 | 2,675 | 0.45% | 0.44% | 861 | +162 | 1.79% | Q4 2025 | Jan 13, 2026 |
| 21 West Wealth Management LLC | History | Added to | 9,196 | 2,668 | 2.44% | 2.52% | 862 | +150 | 1.66% | Q4 2025 | Jan 13, 2026 |
| Glass Jacobson Investment Advisors llc | History | Reduced | 9,164 | 2,659 | 0.96% | 1.07% | 863 | -874 | -8.71% | Q4 2025 | Jan 22, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 9,146 | 2,654 | 0.05% | 0.05% | 864 | +853 | 10.29% | Q4 2025 | Jan 16, 2026 |
| Goelzer Investment Management, Inc. | History | Reduced | 9,147 | 2,654 | 0.12% | 0.15% | 865 | -575 | -5.91% | Q4 2025 | Jan 14, 2026 |
| PFG Advisors | History | Reduced | 9,115 | 2,645 | 0.13% | 0.17% | 866 | -5,179 | -36.23% | Q4 2025 | Jan 27, 2026 |
| Fiera Capital Corp | History | Reduced | 9,112 | 2,644 | 0.01% | 0.01% | 867 | -1,245 | -12.02% | Q4 2025 | Feb 11, 2026 |
| CM WEALTH ADVISORS LLC | History | No change | 9,100 | 2,641 | 0.6% | 0.71% | 868 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Joel Adams & Associates, Inc. | History | Added to | 9,077 | 2,634 | 1.98% | 2.05% | 870 | +422 | 4.88% | Q4 2025 | Jan 27, 2026 |
| Financial Insights, Inc. | History | Reduced | 9,077 | 2,634 | 0.88% | 0.92% | 869 | -388 | -4.1% | Q4 2025 | Mar 31, 2026 |
| Downshift Financial, LLC | History | New | 8,957 | 2,628 | 1.62% | — | 871 | +8,957 | New | Q4 2025 | Mar 11, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | Added to | 9,044 | 2,624 | 0.28% | 0.29% | 872 | +92 | 1.03% | Q4 2025 | Jan 09, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 9,027 | 2,619 | 0.03% | 0.03% | 873 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| AAF Wealth Management, LLC | History | Reduced | 8,963 | 2,601 | 1.1% | 1.23% | 874 | -281 | -3.04% | Q4 2025 | Feb 06, 2026 |
| Patten Group, Inc. | History | Added to | 8,952 | 2,597 | 0.48% | 0.49% | 875 | +385 | 4.49% | Q4 2025 | Jan 23, 2026 |
| New Perspectives, Inc | History | Reduced | 8,943 | 2,595 | 0.9% | 1.19% | 876 | -83 | -0.92% | Q4 2025 | Jan 28, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 8,940 | 2,594 | 0.23% | 0.21% | 877 | +960 | 12.03% | Q4 2025 | Jan 26, 2026 |
| Dogwood Wealth Management LLC | History | No change | 8,920 | 2,588 | 1.14% | 1.2% | 878 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Essex Bank | History | Added to | 8,886 | 2,578 | 0.56% | 0.54% | 879 | +709 | 8.67% | Q4 2025 | Feb 02, 2026 |
| Aureus Asset Management, LLC | History | Added to | 8,883 | 2,577 | 0.16% | 0.17% | 880 | +233 | 2.69% | Q4 2025 | Feb 17, 2026 |
| CHATHAM CAPITAL GROUP, INC. | History | No change | 8,870 | 2,574 | 0.37% | 0.37% | 881 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | History | Added to | 8,864 | 2,572 | 0.7% | 0.72% | 882 | +495 | 5.91% | Q4 2025 | Jan 26, 2026 |
| Members Trust Co | History | No change | 8,847 | 2,567 | 0.08% | 0.09% | 883 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| VestGen Advisors, LLC | History | Reduced | 8,820 | 2,559 | 0.11% | 0.15% | 884 | -6,746 | -43.34% | Q4 2025 | Feb 17, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 8,775 | 2,545 | 0.0% | 0.0% | 885 | -147 | -1.65% | Q4 2025 | Feb 17, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 8,762 | 2,543 | 0.07% | 0.1% | 886 | -3,700 | -29.69% | Q4 2025 | Feb 17, 2026 |
| Linscomb Wealth, Inc. | History | Reduced | 8,751 | 2,539 | 0.11% | 0.11% | 887 | -171 | -1.92% | Q4 2025 | Feb 10, 2026 |
| Intellectus Partners, LLC | History | Added to | 8,734 | 2,534 | 0.49% | 0.5% | 888 | +10 | 0.11% | Q4 2025 | Feb 10, 2026 |
| Capital Analysts, LLC | History | Added to | 8,700 | 2,525 | 0.08% | 0.06% | 889 | +1,170 | 15.54% | Q4 2025 | Feb 11, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Reduced | 8,682 | 2,519 | 0.17% | 0.18% | 890 | -314 | -3.49% | Q4 2025 | Jan 08, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Added to | 8,671 | 2,516 | 0.25% | 0.26% | 891 | +350 | 4.21% | Q4 2025 | Jan 27, 2026 |
| Wingate Wealth Advisors, Inc. | History | Added to | 8,592 | 2,493 | 1.39% | 1.51% | 892 | +1,186 | 16.01% | Q4 2025 | Jan 28, 2026 |
| PEOPLES FINANCIAL SERVICES CORP. | History | Reduced | 8,584 | 2,491 | 1.16% | 1.23% | 893 | -680 | -7.34% | Q4 2025 | Jan 26, 2026 |
| Topel & Distasi Wealth Management, LLC | History | Added to | 8,510 | 2,469 | 1.21% | 1.22% | 894 | +85 | 1.01% | Q4 2025 | Feb 09, 2026 |
| Sand Hill Global Advisors, LLC | History | Reduced | 8,497 | 2,465 | 0.09% | 0.09% | 895 | -12 | -0.14% | Q4 2025 | Feb 12, 2026 |
| FLC Capital Advisors | History | Reduced | 8,487 | 2,463 | 0.45% | 1.84% | 896 | -23,928 | -73.82% | Q4 2025 | Feb 11, 2026 |
| VeraBank, N.A. | History | Reduced | 8,453 | 2,453 | 0.45% | 0.48% | 897 | -330 | -3.76% | Q4 2025 | Feb 11, 2026 |
| Fortis Group Advisors, LLC | History | Reduced | 8,278 | 2,450 | 0.41% | 0.42% | 898 | -193 | -2.28% | Q4 2025 | Feb 06, 2026 |
| Pathfinder Wealth Consulting, Inc. | History | New | 8,387 | 2,434 | 1.54% | — | 900 | +8,387 | New | Q4 2025 | Feb 09, 2026 |
| Fingerlakes Wealth Management, Inc. | History | Added to | 8,388 | 2,434 | 1.55% | 1.61% | 899 | +6 | 0.07% | Q4 2025 | Feb 05, 2026 |
| MONOGRAPH WEALTH ADVISORS, LLC | History | No change | 8,382 | 2,432 | 0.24% | 0.25% | 901 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Reduced | 8,373 | 2,430 | 0.19% | 0.19% | 902 | -994 | -10.61% | Q4 2025 | Jan 23, 2026 |
| Blue Trust, Inc. | History | Added to | 8,348 | 2,422 | 0.03% | 0.03% | 903 | +231 | 2.85% | Q4 2025 | Jan 16, 2026 |
| Bridgewater Advisors Inc. | History | No change | 8,087 | 2,421 | 0.16% | 0.16% | 904 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Segment Wealth Management, LLC | History | Added to | 8,338 | 2,419 | 0.14% | 0.11% | 905 | +1,884 | 29.19% | Q4 2025 | Jan 29, 2026 |
| Index Fund Advisors, Inc. | History | Reduced | 8,314 | 2,412 | 0.11% | 0.13% | 906 | -568 | -6.39% | Q4 2025 | Jan 29, 2026 |
| Clarity Capital Advisors, LLC | History | Added to | 8,304 | 2,409 | 1.2% | 1.12% | 907 | +1,270 | 18.06% | Q4 2025 | Feb 11, 2026 |
| Heritage Wealth Advisors | History | Reduced | 8,264 | 2,398 | 0.09% | 0.11% | 908 | -355 | -4.12% | Q4 2025 | Feb 13, 2026 |
| DEFINED WEALTH MANAGEMENT, LLC | History | Reduced | 8,216 | 2,384 | 1.37% | 1.42% | 909 | -127 | -1.52% | Q4 2025 | Jan 15, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | No change | 8,210 | 2,382 | 0.12% | 0.12% | 910 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| DeDora Capital, Inc. | History | Reduced | 8,146 | 2,364 | 0.56% | 0.58% | 911 | -60 | -0.73% | Q4 2025 | Jan 22, 2026 |
| Choate Investment Advisors | History | Reduced | 8,107 | 2,352 | 0.05% | 0.11% | 912 | -10,007 | -55.24% | Q4 2025 | Feb 09, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 8,067 | 2,341 | 0.06% | 0.06% | 913 | +626 | 8.41% | Q4 2025 | Jan 23, 2026 |
| ERn Financial, LLC | History | Reduced | 8,042 | 2,333 | 0.44% | 0.47% | 914 | -142 | -1.74% | Q4 2025 | Jan 15, 2026 |
| Portland Financial Advisors Inc | History | Added to | 8,038 | 2,332 | 4.96% | 4.98% | 915 | +80 | 1.01% | Q4 2025 | Feb 06, 2026 |
| Affinity Capital Advisors, LLC | History | Added to | 7,999 | 2,321 | 0.32% | 0.32% | 916 | +824 | 11.48% | Q4 2025 | Jan 09, 2026 |
| REDW Wealth LLC | History | Reduced | 7,994 | 2,319 | 0.88% | 0.95% | 917 | -531 | -6.23% | Q4 2025 | Jan 28, 2026 |
| Sherry Group, Inc. | History | New | 7,912 | 2,317 | 2.43% | — | 918 | +7,912 | New | Q4 2025 | Feb 05, 2026 |
| Wealth Dimensions Group, Ltd. | History | Reduced | 7,962 | 2,310 | 0.46% | 0.48% | 919 | -46 | -0.57% | Q4 2025 | Feb 13, 2026 |
| FELL CAPITAL MANAGEMENT /ADV | History | New | 7,944 | 2,305 | 2.25% | — | 920 | +7,944 | New | Q4 2025 | Mar 27, 2026 |
| Midwestern Financial, LLC /IA | History | Added to | 7,895 | 2,291 | 1.9% | 1.67% | 922 | +1,254 | 18.88% | Q4 2025 | Feb 06, 2026 |
| Beaumont Financial Advisors, LLC | History | Added to | 7,894 | 2,291 | 0.15% | 0.14% | 921 | +1,007 | 14.62% | Q4 2025 | Jan 16, 2026 |
| Cornerstone Financial Group, LLC /NE/ | History | Added to | 7,874 | 2,285 | 1.59% | 0.44% | 923 | +5,922 | 303.38% | Q4 2025 | Feb 11, 2026 |
| N.E.W. Advisory Services LLC | History | Reduced | 7,854 | 2,279 | 0.17% | 0.21% | 924 | -190 | -2.36% | Q4 2025 | Jan 28, 2026 |
| INSPIRION WEALTH ADVISORS, LLC | History | Added to | 7,780 | 2,257 | 0.28% | 0.2% | 925 | +2,468 | 46.46% | Q4 2025 | Jan 09, 2026 |
| Stablepoint Partners, LLC | History | Reduced | 7,773 | 2,255 | 0.35% | 0.36% | 926 | -8 | -0.1% | Q4 2025 | Jan 13, 2026 |
| Ironwood Financial, llc | History | Added to | 7,469 | 2,234 | 0.38% | 0.36% | 927 | +492 | 7.05% | Q4 2025 | Jan 15, 2026 |
| HOWLAND CAPITAL MANAGEMENT LLC | History | No change | 7,657 | 2,222 | 0.08% | 0.09% | 928 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SOUTH PLAINS FINANCIAL, INC. | History | No change | 7,632 | 2,214 | 1.32% | 1.4% | 929 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Royal Fund Management, LLC | History | Added to | 7,571 | 2,204 | 0.2% | 0.21% | 930 | +1,478 | 24.26% | Q4 2025 | Jan 15, 2026 |
| MONEYWISE, INC. | History | Reduced | 7,583 | 2,200 | 0.92% | 1.19% | 931 | -1,350 | -15.11% | Q4 2025 | Feb 05, 2026 |
| PLIMOTH TRUST CO LLC | History | Added to | 7,565 | 2,195 | 0.49% | 0.5% | 932 | +38 | 0.5% | Q4 2025 | Jan 27, 2026 |
| AlTi Global, Inc. | History | Reduced | 7,541 | 2,188 | 0.05% | 0.06% | 933 | -509 | -6.32% | Q4 2025 | Feb 13, 2026 |
| MAYPORT, LLC | History | Added to | 7,517 | 2,181 | 0.44% | 0.35% | 934 | +1,990 | 36.01% | Q4 2025 | Jan 21, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 7,436 | 2,158 | 0.12% | 0.13% | 935 | +38 | 0.51% | Q4 2025 | Jan 14, 2026 |
| Bragg Financial Advisors, Inc | History | Reduced | 7,404 | 2,148 | 0.07% | 0.07% | 936 | -6 | -0.08% | Q4 2025 | Feb 13, 2026 |
| ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC | History | Reduced | 7,343 | 2,131 | 0.63% | 0.66% | 937 | -299 | -3.91% | Q4 2025 | Feb 11, 2026 |
| AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP | History | Reduced | 7,273 | 2,128 | 1.26% | 1.37% | 938 | -813 | -10.05% | Q4 2025 | Jan 06, 2026 |
| Wood Tarver Financial Group, LLC | History | Reduced | 7,312 | 2,121 | 0.6% | 0.66% | 939 | -306 | -4.02% | Q4 2025 | Feb 12, 2026 |
| Dynamic Wealth Strategies, LLC | History | Added to | 7,306 | 2,120 | 1.26% | 0.91% | 940 | +2,675 | 57.76% | Q4 2025 | Feb 04, 2026 |
| St. Louis Trust Co | History | No change | 7,275 | 2,111 | 0.24% | 0.27% | 941 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Wisconsin Wealth Advisors, LLC | History | Added to | 7,271 | 2,110 | 2.07% | 2.02% | 942 | +40 | 0.55% | Q4 2025 | Jan 07, 2026 |
| Leelyn Smith, LLC | History | Added to | 7,269 | 2,109 | 0.3% | 0.32% | 943 | +26 | 0.36% | Q4 2025 | Jan 28, 2026 |
| MONECO ADVISORS, LLC | History | Reduced | 7,254 | 2,105 | 0.17% | 0.18% | 944 | -271 | -3.6% | Q4 2025 | Feb 04, 2026 |
| Gibson Capital, LLC | History | Reduced | 7,213 | 2,093 | 0.38% | 0.39% | 945 | -69 | -0.95% | Q4 2025 | Feb 05, 2026 |
| New Covenant Trust Company, N.A. | History | Reduced | 7,148 | 2,091 | 1.89% | 1.97% | 946 | -43 | -0.6% | Q4 2025 | Jan 13, 2026 |
| Petix & Botte Co | History | Reduced | 7,190 | 2,086 | 0.47% | 0.49% | 947 | -12 | -0.17% | Q4 2025 | Feb 05, 2026 |
| Stonebridge Financial Planning Group, LLC | History | Added to | 7,180 | 2,083 | 0.75% | 0.76% | 948 | +253 | 3.65% | Q4 2025 | Feb 05, 2026 |
| Vivaldi Capital Management LP | History | Reduced | 7,175 | 2,082 | 0.28% | 0.31% | 949 | -230 | -3.11% | Q4 2025 | Feb 13, 2026 |
| Reliant Investment Partners, LLC | History | Added to | 7,140 | 2,072 | 1.63% | 1.61% | 950 | +181 | 2.6% | Q4 2025 | Feb 06, 2026 |
| PLANNING DIRECTIONS INC | History | Reduced | 7,137 | 2,071 | 1.04% | 1.24% | 951 | -921 | -11.43% | Q4 2025 | Jan 21, 2026 |
| GREAT LAKES ADVISORS, LLC | History | Reduced | 7,122 | 2,066 | 0.02% | 0.02% | 952 | -73 | -1.01% | Q4 2025 | Feb 12, 2026 |
| Anchor Investment Management, LLC | History | Reduced | 7,121 | 2,066 | 0.17% | 0.17% | 953 | -10 | -0.14% | Q4 2025 | Feb 26, 2026 |
| GWN SECURITIES INC. | History | Added to | 7,079 | 2,054 | 0.42% | 0.39% | 954 | +1,339 | 23.33% | Q4 2025 | Feb 11, 2026 |
| Plancorp, LLC | History | Added to | 7,079 | 2,054 | 0.06% | 0.07% | 955 | +3 | 0.04% | Q4 2025 | Feb 05, 2026 |
| COURIER CAPITAL LLC | History | Added to | 7,057 | 2,048 | 0.12% | 0.12% | 956 | +179 | 2.6% | Q4 2025 | Jan 29, 2026 |
| Bravias Capital Group, LLC | History | Added to | 7,027 | 2,039 | 1.23% | 1.25% | 957 | +661 | 10.38% | Q4 2025 | Jan 29, 2026 |
| ROCKLAND TRUST CO | History | Added to | 7,025 | 2,038 | 0.08% | 0.08% | 958 | +106 | 1.53% | Q4 2025 | Jan 15, 2026 |
| IFG Advisors, LLC | History | Added to | 6,998 | 2,031 | 0.34% | 0.32% | 959 | +217 | 3.2% | Q4 2025 | Jan 13, 2026 |
| WETZEL INVESTMENT ADVISORS, INC. | History | Reduced | 6,973 | 2,023 | 0.82% | 0.89% | 960 | -71 | -1.01% | Q4 2025 | Jan 22, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Added to | 6,947 | 2,016 | 0.11% | 0.09% | 961 | +1,345 | 24.01% | Q4 2025 | Feb 11, 2026 |
| OFC FINANCIAL PLANNING, LLC | History | Added to | 6,940 | 2,014 | 1.91% | 1.89% | 962 | +446 | 6.87% | Q4 2025 | Feb 04, 2026 |
| ROMANO BROTHERS AND COMPANY | History | Added to | 6,905 | 2,004 | 0.23% | 0.22% | 963 | +453 | 7.02% | Q4 2025 | Jan 14, 2026 |
| Pandora Wealth, Inc. | History | Reduced | 6,901 | 2,002 | 1.22% | 1.29% | 964 | -381 | -5.23% | Q4 2025 | Feb 04, 2026 |
| Stone Summit Wealth LLC | History | Added to | 6,891 | 1,999 | 0.54% | 0.48% | 965 | +1,132 | 19.66% | Q4 2025 | Jan 27, 2026 |
| RMG Wealth Management LLC | History | Reduced | 6,663 | 1,997 | 0.26% | 0.28% | 966 | -244 | -3.53% | Q4 2025 | Jan 29, 2026 |
| Hilltop National Bank | History | Added to | 6,868 | 1,993 | 0.48% | 0.46% | 967 | +563 | 8.93% | Q4 2025 | Jan 07, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 6,696 | 1,982 | 0.0% | 0.0% | 968 | +1,000 | 17.56% | Q4 2025 | Jan 15, 2026 |
| Intrua Financial, LLC | History | Reduced | 6,781 | 1,967 | 0.21% | 0.22% | 969 | -186 | -2.67% | Q4 2025 | Feb 05, 2026 |
| Montis Financial, LLC | History | Reduced | 6,757 | 1,961 | 0.39% | 0.48% | 970 | -400 | -5.59% | Q4 2025 | Feb 11, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | New | 6,756 | 1,960 | 0.22% | — | 971 | +6,756 | New | Q4 2025 | Feb 13, 2026 |
| CURIO WEALTH, LLC | History | Reduced | 6,661 | 1,960 | 0.69% | 0.82% | 972 | -179 | -2.62% | Q4 2025 | Feb 11, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | Added to | 6,731 | 1,953 | 0.3% | 0.31% | 973 | +86 | 1.29% | Q4 2025 | Jan 12, 2026 |
| Laraway Financial Advisors Inc | History | Added to | 6,723 | 1,951 | 1.27% | 1.29% | 974 | +272 | 4.22% | Q4 2025 | Feb 13, 2026 |
| Wells Financial Advisors INC | History | Reduced | 6,715 | 1,948 | 3.7% | 3.38% | 975 | -1,894 | -22.0% | Q4 2025 | Feb 02, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 6,684 | 1,939 | 0.26% | — | 976 | +6,684 | New | Q4 2025 | Feb 09, 2026 |
| CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC | History | Added to | 6,674 | 1,936 | 0.57% | 0.61% | 977 | +4 | 0.06% | Q4 2025 | Jan 21, 2026 |
| Next Level Private LLC | History | Reduced | 6,666 | 1,934 | 0.51% | 0.58% | 978 | -140 | -2.06% | Q4 2025 | Jan 07, 2026 |
| NEW WAVE WEALTH ADVISORS LLC | History | New | 6,628 | 1,923 | 0.7% | — | 980 | +6,628 | New | Q4 2025 | Jan 21, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | Reduced | 6,628 | 1,923 | 0.11% | 0.12% | 979 | -856 | -11.44% | Q4 2025 | Feb 13, 2026 |
| WATERSHED PRIVATE WEALTH LLC | History | Reduced | 6,578 | 1,909 | 0.57% | 0.64% | 981 | -269 | -3.93% | Q4 2025 | Jan 23, 2026 |
| YARGER WEALTH STRATEGIES, LLC | History | Added to | 6,566 | 1,905 | 0.82% | 0.88% | 982 | +65 | 1.0% | Q4 2025 | Jan 22, 2026 |
| John A. Wolfe & Associates, Inc. | History | New | 6,560 | 1,904 | 1.03% | — | 983 | +6,560 | New | Q4 2025 | Mar 16, 2026 |
| AMI INVESTMENT MANAGEMENT INC | History | Added to | 6,549 | 1,900 | 0.43% | 0.43% | 984 | +233 | 3.69% | Q4 2025 | Jan 14, 2026 |
| Peak Asset Management, LLC | History | Reduced | 6,540 | 1,898 | 0.32% | 0.34% | 985 | -117 | -1.76% | Q4 2025 | Feb 05, 2026 |
| Harbor Group, Inc. | History | Added to | 6,542 | 1,898 | 0.28% | 0.3% | 986 | +31 | 0.48% | Q4 2025 | Jan 12, 2026 |
| Checchi Capital Advisers, LLC | History | Added to | 6,534 | 1,896 | 0.1% | 0.09% | 987 | +495 | 8.2% | Q4 2025 | Jan 27, 2026 |
| Cassaday & Co Wealth Management LLC | History | Added to | 6,528 | 1,894 | 0.04% | 0.02% | 988 | +3,291 | 101.67% | Q4 2025 | Feb 03, 2026 |
| LINCOLN CAPITAL CORP | History | Reduced | 6,510 | 1,889 | 0.67% | 0.69% | 989 | -66 | -1.0% | Q4 2025 | Jan 23, 2026 |
| NBC SECURITIES, INC. | History | Added to | 6,506 | 1,888 | 0.14% | 0.14% | 990 | +166 | 2.62% | Q4 2025 | Jan 29, 2026 |
| GARRISON POINT ADVISORS, LLC | History | Added to | 6,503 | 1,887 | 0.84% | 0.78% | 991 | +201 | 3.19% | Q4 2025 | Feb 13, 2026 |
| Fortis Capital Management LLC | History | Added to | 6,497 | 1,885 | 0.25% | 0.26% | 992 | +245 | 3.92% | Q4 2025 | Feb 13, 2026 |
| Medallion Wealth Advisors, LLC | History | Reduced | 6,455 | 1,873 | 0.63% | 0.67% | 993 | -12 | -0.19% | Q4 2025 | Apr 24, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | Added to | 6,424 | 1,864 | 0.02% | 0.01% | 994 | +4,349 | 209.59% | Q4 2025 | Feb 05, 2026 |
| Cornerstone Financial Management LLC | History | New | 6,404 | 1,858 | 1.74% | — | 995 | +6,404 | New | Q4 2025 | Feb 13, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 6,392 | 1,855 | 0.09% | 0.09% | 996 | -243 | -3.66% | Q4 2025 | Feb 17, 2026 |
| First County Bank /CT/ | History | Reduced | 6,371 | 1,848 | 0.97% | 0.97% | 997 | -83 | -1.29% | Q4 2025 | Jan 14, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 6,365 | 1,847 | 0.04% | 0.04% | 998 | +37 | 0.58% | Q4 2025 | Jan 27, 2026 |
| Opulen Financial Group LLC | History | Added to | 6,353 | 1,843 | 1.34% | 1.35% | 999 | +286 | 4.71% | Q4 2025 | Feb 10, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Reduced | 6,317 | 1,833 | 0.09% | 0.1% | 1000 | -82 | -1.28% | Q4 2025 | Jan 12, 2026 |
| MidAtlantic Capital Management, Inc. | History | Reduced | 6,314 | 1,832 | 1.17% | 1.28% | 1001 | -54 | -0.85% | Q4 2025 | Feb 10, 2026 |
| STEVENS CAPITAL PARTNERS | History | Added to | 6,299 | 1,827 | 0.48% | 0.53% | 1002 | +205 | 3.36% | Q4 2025 | Jan 27, 2026 |
| Atlanta Consulting Group Advisors, LLC | History | Reduced | 6,284 | 1,823 | 0.41% | 0.49% | 1003 | -475 | -7.03% | Q4 2025 | Feb 11, 2026 |
| Secure Asset Management, LLC | History | Reduced | 6,275 | 1,821 | 0.28% | 0.32% | 1004 | -400 | -5.99% | Q4 2025 | Jan 20, 2026 |
| waypoint wealth counsel | History | Reduced | 6,240 | 1,810 | 0.66% | 0.73% | 1005 | -29 | -0.46% | Q4 2025 | Jan 28, 2026 |
| Clear Harbor Asset Management, LLC | History | Reduced | 6,225 | 1,806 | 0.12% | 0.13% | 1006 | -10 | -0.16% | Q4 2025 | Feb 10, 2026 |
| Brown Miller Wealth Management, LLC | History | Reduced | 6,221 | 1,805 | 0.5% | 0.53% | 1007 | -102 | -1.61% | Q4 2025 | Jan 23, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 6,218 | 1,804 | 0.02% | 0.02% | 1008 | +1,616 | 35.12% | Q4 2025 | Feb 10, 2026 |
| Rockwood Wealth Management, LLC | History | Added to | 6,186 | 1,795 | 0.13% | 0.14% | 1009 | +48 | 0.78% | Q4 2025 | Jan 29, 2026 |
| Strata Wealth Advisors, LLC | History | Reduced | 6,151 | 1,785 | 0.5% | 0.49% | 1010 | -123 | -1.96% | Q4 2025 | Feb 12, 2026 |
| Williams Jones Wealth Management, LLC. | History | No change | 6,148 | 1,784 | 0.02% | 0.02% | 1011 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Security Financial Services, INC. | History | Reduced | 6,095 | 1,768 | 0.28% | 0.31% | 1012 | -440 | -6.73% | Q4 2025 | Jan 27, 2026 |
| ADIRONDACK TRUST CO | History | No change | 6,038 | 1,752 | 0.58% | 0.59% | 1013 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| LOM Asset Management Ltd | History | Reduced | 6,027 | 1,749 | 0.51% | 0.74% | 1014 | -2,205 | -26.79% | Q4 2025 | Jan 23, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 6,020 | 1,747 | 0.0% | 0.0% | 1015 | +2,120 | 54.36% | Q4 2025 | Feb 12, 2026 |
| BOS Asset Management, LLC | History | No change | 6,022 | 1,747 | 0.47% | 0.5% | 1016 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 5,992 | 1,739 | 0.03% | 0.07% | 1017 | -5,783 | -49.11% | Q4 2025 | Feb 17, 2026 |
| Arsenal Capital Advisors LLC | History | New | 5,985 | 1,737 | 1.23% | — | 1018 | +5,985 | New | Q4 2025 | Feb 11, 2026 |
| VIAWEALTH, LLC | History | Reduced | 5,982 | 1,736 | 0.98% | 1.0% | 1020 | -262 | -4.2% | Q4 2025 | Feb 10, 2026 |
| Spire Wealth Management | History | Added to | 5,984 | 1,736 | 0.06% | 0.06% | 1019 | +154 | 2.64% | Q4 2025 | Jan 14, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 5,957 | 1,728 | 0.13% | 0.14% | 1021 | +210 | 3.65% | Q4 2025 | Jan 07, 2026 |
| Bangor Savings Bank | History | Reduced | 5,949 | 1,726 | 0.14% | 0.15% | 1022 | -118 | -1.94% | Q4 2025 | Jan 16, 2026 |
| Vident Advisory, LLC | History | Added to | 5,941 | 1,724 | 0.02% | 0.02% | 1023 | +23 | 0.39% | Q4 2025 | Feb 18, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 5,926 | 1,719 | 0.03% | 0.03% | 1024 | +75 | 1.28% | Q4 2025 | Jan 23, 2026 |
| FLAGSTAR ADVISORS INC | History | Reduced | 5,915 | 1,716 | 0.57% | 0.56% | 1025 | -290 | -4.67% | Q4 2025 | Jan 13, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 5,846 | 1,712 | 0.12% | 0.12% | 1026 | +224 | 3.98% | Q4 2025 | Jan 15, 2026 |
| SoundView Advisors Inc. | History | New | 5,894 | 1,710 | 0.6% | — | 1027 | +5,894 | New | Q4 2025 | Feb 06, 2026 |
| ASPIRIANT, LLC | History | Added to | 5,885 | 1,707 | 0.05% | 0.03% | 1028 | +2,475 | 72.58% | Q4 2025 | Jan 20, 2026 |
| CFS Investment Advisory Services, LLC | History | Added to | 5,867 | 1,702 | 0.12% | 0.12% | 1029 | +240 | 4.27% | Q4 2025 | Feb 10, 2026 |
| Pallas Capital Advisors LLC | History | Added to | 5,844 | 1,696 | 0.06% | 0.04% | 1030 | +2,506 | 75.07% | Q4 2025 | Jan 14, 2026 |
| CRUX WEALTH ADVISORS | History | Reduced | 5,844 | 1,696 | 0.63% | 0.73% | 1031 | -453 | -7.19% | Q4 2025 | Jan 21, 2026 |
| Biltmore Family Office, LLC | History | Added to | 5,841 | 1,695 | 0.23% | 0.22% | 1032 | +563 | 10.67% | Q4 2025 | Feb 04, 2026 |
| Florida Trust Wealth Management Co | History | Reduced | 5,840 | 1,694 | 0.05% | 0.06% | 1033 | -840 | -12.57% | Q4 2025 | Jan 20, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Added to | 5,811 | 1,686 | 0.21% | 0.23% | 1034 | +119 | 2.09% | Q4 2025 | Jan 15, 2026 |
| RMR Capital Management, LLC | History | Reduced | 5,783 | 1,678 | 1.21% | 1.29% | 1035 | -495 | -7.88% | Q4 2025 | Feb 12, 2026 |
| Brio Consultants, LLC | History | Added to | 5,768 | 1,673 | 0.22% | 0.22% | 1036 | +326 | 5.99% | Q4 2025 | Feb 04, 2026 |
| Bowman & Co S.C. | History | Added to | 5,757 | 1,671 | 0.7% | 0.69% | 1037 | +216 | 3.9% | Q4 2025 | Jan 23, 2026 |
| Balanced Rock Investment Advisors LLC | History | Added to | 5,757 | 1,670 | 1.19% | 1.14% | 1038 | +462 | 8.73% | Q4 2025 | Feb 13, 2026 |
| MITCHELL SINKLER & STARR/PA | History | Reduced | 5,717 | 1,659 | 0.75% | 0.82% | 1039 | -460 | -7.45% | Q4 2025 | Feb 11, 2026 |
| INTERACTIVE FINANCIAL ADVISORS, INC. | History | Reduced | 5,697 | 1,653 | 1.07% | 1.13% | 1040 | -1,409 | -19.83% | Q4 2025 | Feb 09, 2026 |
| Cyndeo Wealth Partners, LLC | History | Added to | 5,690 | 1,651 | 0.09% | 0.09% | 1041 | +150 | 2.71% | Q4 2025 | Jan 07, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 5,687 | 1,650 | 0.0% | 0.0% | 1042 | -9,189 | -61.77% | Q4 2025 | Feb 13, 2026 |
| Mascagni Wealth Management, Inc. | History | Reduced | 5,687 | 1,650 | 1.23% | 1.3% | 1043 | -20 | -0.35% | Q4 2025 | Feb 11, 2026 |
| Sound Income Strategies, LLC | History | Added to | 5,444 | 1,635 | 0.08% | 0.06% | 1044 | +1,769 | 48.14% | Q4 2025 | Jan 21, 2026 |
| Western Wealth Management, LLC | History | Added to | 5,620 | 1,630 | 0.08% | 0.07% | 1045 | +1,275 | 29.34% | Q4 2025 | Feb 05, 2026 |
| BCS Private Wealth Management, Inc. | History | No change | 5,617 | 1,630 | 0.56% | 0.59% | 1046 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| SageView Advisory Group, LLC | History | Reduced | 5,596 | 1,624 | 0.05% | 0.07% | 1048 | -865 | -13.39% | Q4 2025 | Feb 17, 2026 |
| Landmark Wealth Management, LLC | History | Added to | 5,597 | 1,624 | 0.62% | 0.65% | 1047 | +35 | 0.63% | Q4 2025 | Feb 05, 2026 |
| FIRST NATIONAL TRUST CO | History | Reduced | 5,587 | 1,621 | 0.05% | 0.06% | 1049 | -35 | -0.62% | Q4 2025 | Feb 09, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Added to | 5,359 | 1,618 | 0.47% | 0.51% | 1050 | +278 | 5.47% | Q4 2025 | Feb 10, 2026 |
| Grange Capital, LLC | History | Added to | 5,576 | 1,618 | 1.55% | 1.58% | 1051 | +1 | 0.02% | Q4 2025 | Feb 03, 2026 |
| Winthrop Advisory Group LLC | History | Added to | 5,572 | 1,617 | 0.14% | 0.12% | 1052 | +744 | 15.41% | Q4 2025 | Jan 21, 2026 |
| Riverbend Wealth Management, LLC | History | Added to | 5,565 | 1,615 | 1.0% | 1.1% | 1053 | +200 | 3.73% | Q4 2025 | Jan 29, 2026 |
| Marks Group Wealth Management, Inc | History | Added to | 5,540 | 1,607 | 0.15% | 0.15% | 1054 | +50 | 0.91% | Q4 2025 | Feb 11, 2026 |
| Chandler Asset Management, Inc. | History | No change | 5,533 | 1,605 | 0.25% | 0.27% | 1055 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Cypress Capital Group | History | Added to | 5,507 | 1,598 | 0.18% | 0.17% | 1056 | +639 | 13.13% | Q4 2025 | Feb 11, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 5,503 | 1,597 | 0.03% | 0.02% | 1057 | +1,747 | 46.51% | Q4 2025 | Feb 05, 2026 |
| VISTA INVESTMENT MANAGEMENT | History | Reduced | 5,503 | 1,597 | 0.53% | 0.57% | 1058 | -48 | -0.86% | Q4 2025 | Feb 17, 2026 |
| Richmond Investment Services, LLC | History | Reduced | 5,470 | 1,587 | 0.27% | 0.6% | 1059 | -5,558 | -50.4% | Q4 2025 | Feb 12, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 5,461 | 1,585 | 0.08% | 0.09% | 1060 | -104 | -1.87% | Q4 2025 | Mar 04, 2026 |
| Addison Advisors LLC | History | Reduced | 5,463 | 1,585 | 0.36% | 0.37% | 1061 | -33 | -0.6% | Q4 2025 | Feb 06, 2026 |
| Truepoint, Inc. | History | Added to | 5,457 | 1,583 | 0.04% | 0.04% | 1062 | +129 | 2.42% | Q4 2025 | Feb 11, 2026 |
| APPLETON PARTNERS INC/MA | History | Reduced | 5,441 | 1,579 | 0.1% | 0.12% | 1063 | -720 | -11.69% | Q4 2025 | Jan 09, 2026 |
| Keystone Global Partners, LLC | History | Reduced | 5,431 | 1,576 | 0.69% | 0.9% | 1064 | -567 | -9.45% | Q4 2025 | Jan 14, 2026 |
| Peak Retirement Planning, Inc. | History | Added to | 5,413 | 1,570 | 0.37% | 0.28% | 1065 | +2,055 | 61.2% | Q4 2025 | Feb 10, 2026 |
| National Wealth Management Group, LLC | History | Reduced | 5,396 | 1,565 | 0.54% | 0.61% | 1066 | -152 | -2.74% | Q4 2025 | Jan 12, 2026 |
| LCW Services, LLC | History | New | 5,385 | 1,562 | 0.83% | — | 1067 | +5,385 | New | Q4 2025 | Feb 11, 2026 |
| Synergy Financial Group, LTD | History | Reduced | 5,381 | 1,561 | 1.1% | 1.09% | 1068 | -138 | -2.5% | Q4 2025 | Feb 17, 2026 |
| BankPlus Wealth Management LLC | History | Added to | 5,367 | 1,559 | 0.86% | 0.83% | 1069 | +547 | 11.35% | Q4 2025 | Feb 04, 2026 |
| Coordinated Financial Services, Inc. | History | Added to | 5,366 | 1,557 | 0.9% | 0.93% | 1070 | +439 | 8.91% | Q4 2025 | Feb 09, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Reduced | 5,359 | 1,555 | 0.09% | 0.1% | 1071 | -1,273 | -19.19% | Q4 2025 | Feb 06, 2026 |
| Yoffe Investment Management, LLC | History | No change | 5,345 | 1,551 | 1.98% | 2.04% | 1072 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Aspen Investment Management Inc | History | Reduced | 5,328 | 1,546 | 0.47% | 0.66% | 1073 | -474 | -8.17% | Q4 2025 | Feb 06, 2026 |
| Everhart Financial Group, Inc. | History | Reduced | 5,307 | 1,540 | 0.14% | 0.16% | 1074 | -26 | -0.49% | Q4 2025 | Jan 07, 2026 |
| GAMMA Investing LLC | History | Added to | 5,299 | 1,537 | 0.08% | 0.08% | 1075 | +207 | 4.07% | Q4 2025 | Jan 05, 2026 |
| Essex LLC | History | Added to | 5,294 | 1,536 | 0.27% | 0.28% | 1076 | +4 | 0.08% | Q4 2025 | Jan 20, 2026 |
| FF Advisors,LLC | History | Added to | 5,288 | 1,534 | 0.68% | 0.64% | 1077 | +711 | 15.53% | Q4 2025 | Feb 13, 2026 |
| Interchange Capital Partners, LLC | History | Reduced | 5,270 | 1,529 | 0.28% | 0.31% | 1078 | -116 | -2.15% | Q4 2025 | Jan 30, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Added to | 5,263 | 1,527 | 0.03% | 0.02% | 1079 | +1,740 | 49.39% | Q4 2025 | Feb 18, 2026 |
| PGIM Custom Harvest LLC | History | Reduced | 5,255 | 1,525 | 0.02% | 0.03% | 1080 | -961 | -15.46% | Q4 2025 | Feb 17, 2026 |
| Calder Financial LLC | History | New | 5,217 | 1,514 | 1.49% | — | 1081 | +5,217 | New | Q4 2025 | Jan 23, 2026 |
| B&D White Capital Company, LLC | History | Reduced | 5,197 | 1,508 | 0.17% | 0.22% | 1082 | -533 | -9.3% | Q4 2025 | Feb 13, 2026 |
| PURSUIT WEALTH STRATEGIES, LLC | History | New | 5,195 | 1,507 | 2.11% | — | 1083 | +5,195 | New | Q4 2025 | Apr 24, 2026 |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | History | Added to | 5,192 | 1,506 | 0.11% | 0.1% | 1084 | +30 | 0.58% | Q4 2025 | Jan 23, 2026 |
| Redwood Family Wealth LLC | History | New | 5,165 | 1,499 | 1.47% | — | 1085 | +5,165 | New | Q4 2025 | Mar 06, 2026 |
| Compass Planning Associates Inc | History | Added to | 5,161 | 1,497 | 1.04% | 0.59% | 1087 | +2,988 | 137.51% | Q4 2025 | Jan 22, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 5,158 | 1,497 | 0.0% | 0.0% | 1086 | -55 | -1.06% | Q4 2025 | Feb 13, 2026 |
| Mustard Seed Financial, LLC | History | Reduced | 5,138 | 1,491 | 0.94% | 1.07% | 1088 | -506 | -8.97% | Q4 2025 | Jan 23, 2026 |
| Camelot Portfolios, LLC | History | Reduced | 5,098 | 1,479 | 0.91% | 1.09% | 1089 | -1,218 | -19.28% | Q4 2025 | Jan 29, 2026 |
| Mill Creek Capital Advisors, LLC | History | Added to | 5,098 | 1,479 | 0.03% | 0.03% | 1090 | +20 | 0.39% | Q4 2025 | Feb 13, 2026 |
| Vines Capital Management, LLC | History | New | 5,096 | 1,478 | 1.44% | — | 1091 | +5,096 | New | Q4 2025 | Feb 17, 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | History | Added to | 5,083 | 1,475 | 0.08% | 0.08% | 1092 | +34 | 0.67% | Q4 2025 | Feb 17, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 5,080 | 1,474 | 0.0% | 0.01% | 1093 | -8,420 | -62.37% | Q4 2025 | Feb 12, 2026 |
| MATRIX ASSET ADVISORS INC/NY | History | Added to | 5,062 | 1,469 | 0.13% | 0.11% | 1094 | +1,122 | 28.48% | Q4 2025 | Jan 16, 2026 |
| Platform Technology Partners | History | Added to | 5,064 | 1,469 | 0.31% | 0.33% | 1095 | +443 | 9.59% | Q4 2025 | Feb 13, 2026 |
| Taylor & Morgan Wealth Management, LLC | History | No change | 5,021 | 1,457 | 0.82% | 0.91% | 1096 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| TrueWealth Advisors, LLC | History | Reduced | 5,014 | 1,455 | 0.38% | 0.4% | 1097 | -24 | -0.48% | Q4 2025 | Jan 07, 2026 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | History | No change | 4,992 | 1,448 | 0.02% | 0.03% | 1098 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | History | Reduced | 4,975 | 1,443 | 0.38% | 0.42% | 1099 | -12 | -0.24% | Q4 2025 | Feb 13, 2026 |
| Ramsay, Stattman, Vela & Price, Inc. | History | No change | 4,973 | 1,443 | 0.26% | 0.26% | 1100 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| ADVISORY RESEARCH INC | History | No change | 4,966 | 1,441 | 0.18% | 0.19% | 1101 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Heritage Wealth Management, Inc. | History | Reduced | 4,957 | 1,438 | 0.4% | 0.45% | 1102 | -207 | -4.01% | Q4 2025 | Jan 26, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | Reduced | 4,953 | 1,437 | 0.17% | 0.19% | 1103 | -11 | -0.22% | Q4 2025 | Feb 17, 2026 |
| BEACON FINANCIAL GROUP | History | New | 4,950 | 1,436 | 0.14% | — | 1104 | +4,950 | New | Q4 2025 | Apr 01, 2026 |
| Portland Global Advisors LLC | History | Reduced | 4,943 | 1,434 | 0.15% | 0.16% | 1105 | -5 | -0.1% | Q4 2025 | Feb 10, 2026 |
| OPTIMA CAPITAL LLC | History | Reduced | 4,928 | 1,430 | 0.62% | 1.19% | 1106 | -3,433 | -41.06% | Q4 2025 | Jan 23, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 4,926 | 1,429 | 0.0% | 0.0% | 1107 | +1,642 | 50.0% | Q4 2025 | Feb 17, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Reduced | 4,898 | 1,421 | 0.02% | 0.03% | 1108 | -1,141 | -18.89% | Q4 2025 | Jan 28, 2026 |
| Gilbert & Cook, Inc. | History | Reduced | 4,889 | 1,418 | 0.18% | 0.19% | 1109 | -37 | -0.75% | Q4 2025 | Jan 07, 2026 |
| Luminist Capital LLC | History | Added to | 4,871 | 1,413 | 1.74% | 1.19% | 1110 | +161 | 3.42% | Q4 2025 | Feb 13, 2026 |
| VOISARD ASSET MANAGEMENT GROUP, INC. | History | Reduced | 4,867 | 1,412 | 0.3% | 0.34% | 1112 | -100 | -2.01% | Q4 2025 | Jan 20, 2026 |
| OLIO Financial Planning | History | Added to | 4,866 | 1,412 | 0.4% | 0.41% | 1111 | +55 | 1.14% | Q4 2025 | Jan 21, 2026 |
| Allegiance Financial Group Advisory Services LLC | History | Reduced | 4,854 | 1,408 | 0.3% | 0.39% | 1113 | -883 | -15.39% | Q4 2025 | Feb 03, 2026 |
| Crewe Advisors LLC | History | Reduced | 4,838 | 1,404 | 0.12% | 0.15% | 1114 | -599 | -11.02% | Q4 2025 | Jan 16, 2026 |
| Legacy Trust | History | No change | 4,823 | 1,399 | 0.26% | 0.28% | 1115 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| NOVEM GROUP | History | Added to | 4,800 | 1,393 | 0.16% | 0.16% | 1117 | +256 | 5.63% | Q4 2025 | Jan 27, 2026 |
| Jacobi Capital Management LLC | History | Added to | 4,803 | 1,393 | 0.08% | 0.08% | 1116 | +73 | 1.54% | Q4 2025 | Feb 13, 2026 |
| EagleClaw Capital Managment, LLC | History | No change | 4,765 | 1,382 | 0.2% | 0.2% | 1118 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| FIRST AMERICAN TRUST, FSB | History | Added to | 4,748 | 1,377 | 0.09% | 0.03% | 1119 | +3,400 | 252.23% | Q4 2025 | Feb 11, 2026 |
| Clayton Financial Group LLC | History | Added to | 4,747 | 1,377 | 0.7% | 0.85% | 1120 | +792 | 20.03% | Q4 2025 | Jan 21, 2026 |
| Alpha Cubed Investments, LLC | History | Added to | 4,727 | 1,371 | 0.05% | 0.05% | 1121 | +107 | 2.32% | Q4 2025 | Feb 03, 2026 |
| IFG Advisory, LLC | History | Added to | 4,722 | 1,370 | 0.06% | 0.06% | 1122 | +582 | 14.06% | Q4 2025 | Feb 10, 2026 |
| EHRLICH FINANCIAL GROUP | History | Added to | 4,714 | 1,368 | 0.78% | 0.25% | 1123 | +3,259 | 223.99% | Q4 2025 | Jan 06, 2026 |
| HM PAYSON & CO | History | Reduced | 4,696 | 1,362 | 0.02% | 0.02% | 1124 | -78 | -1.63% | Q4 2025 | Feb 12, 2026 |
| Dana Investment Advisors, Inc. | History | Reduced | 4,683 | 1,359 | 0.04% | 0.04% | 1125 | -428 | -8.37% | Q4 2025 | Feb 05, 2026 |
| GRANVILLE CAPITAL, INC. | History | New | 4,682 | 1,358 | 0.72% | — | 1126 | +4,682 | New | Q4 2025 | Feb 13, 2026 |
| MOSAIC FINANCIAL GROUP, LLC | History | Added to | 4,674 | 1,356 | 0.93% | 0.98% | 1127 | +4 | 0.09% | Q4 2025 | Feb 13, 2026 |
| Graetz Wealth LLC | History | New | 4,664 | 1,353 | 1.23% | — | 1128 | +4,664 | New | Q4 2025 | Feb 12, 2026 |
| Forefront Wealth Partners, LLC | History | Reduced | 4,662 | 1,352 | 0.64% | 0.35% | 1129 | -91 | -1.91% | Q4 2025 | Feb 06, 2026 |
| Etesian Wealth Advisors, Inc. | History | Reduced | 4,647 | 1,348 | 0.42% | 0.45% | 1130 | -5 | -0.11% | Q4 2025 | Feb 11, 2026 |
| Impact Capital Partners LLC | History | Added to | 4,644 | 1,347 | 0.4% | 0.25% | 1132 | +1,808 | 63.75% | Q4 2025 | Jan 07, 2026 |
| Glen Eagle Advisors, LLC | History | Added to | 4,644 | 1,347 | 0.18% | 0.14% | 1131 | +1,263 | 37.36% | Q4 2025 | Feb 13, 2026 |
| PROFFITT & GOODSON INC | History | Reduced | 4,633 | 1,344 | 0.19% | 0.2% | 1133 | -152 | -3.18% | Q4 2025 | Jan 27, 2026 |
| Evelyn Partners Investment Management Services Ltd | History | Added to | 4,606 | 1,336 | 0.17% | 0.12% | 1134 | +1,510 | 48.77% | Q4 2025 | Feb 13, 2026 |
| Fisher Asset Management, LLC | History | Added to | 4,593 | 1,333 | 0.0% | 0.0% | 1135 | +2,797 | 155.73% | Q4 2025 | Feb 09, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Added to | 4,593 | 1,332 | 0.0% | 0.0% | 1136 | +2,739 | 147.73% | Q4 2025 | Feb 13, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 4,569 | 1,326 | 0.03% | 0.03% | 1137 | +216 | 4.96% | Q4 2025 | Jan 28, 2026 |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | History | Added to | 4,560 | 1,323 | 0.55% | 0.56% | 1138 | +22 | 0.48% | Q4 2025 | Feb 13, 2026 |
| Madrid Wealth Management, LLC | History | New | 4,553 | 1,321 | 1.07% | — | 1139 | +4,553 | New | Q4 2025 | Feb 02, 2026 |
| NBT BANK N A /NY | History | Reduced | 3,521 | 1,319 | 0.09% | 0.09% | 1140 | -4 | -0.11% | Q4 2025 | Jan 23, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 4,542 | 1,318 | 0.14% | 0.14% | 1141 | +72 | 1.61% | Q4 2025 | Feb 13, 2026 |
| FIDUCIARY FAMILY OFFICE, LLC | History | No change | 4,528 | 1,314 | 0.38% | 0.38% | 1142 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| LJI Wealth Management, LLC | History | Reduced | 4,525 | 1,313 | 0.2% | 0.24% | 1143 | -125 | -2.69% | Q4 2025 | Feb 03, 2026 |
| John W. Brooker & Co., CPAs | History | Added to | 4,511 | 1,309 | 2.34% | 1.79% | 1144 | +1,507 | 50.17% | Q4 2025 | Jan 13, 2026 |
| Strategies Wealth Advisors, LLC | History | Added to | 4,510 | 1,308 | 0.13% | 0.13% | 1145 | +361 | 8.7% | Q4 2025 | Feb 13, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 4,502 | 1,306 | 0.16% | 0.17% | 1146 | +118 | 2.69% | Q4 2025 | Feb 13, 2026 |
| Planning Project LLC | History | New | 4,485 | 1,301 | 0.33% | — | 1147 | +4,485 | New | Q4 2025 | Feb 12, 2026 |
| Ironwood Investment Counsel, LLC | History | Reduced | 4,480 | 1,300 | 0.18% | 0.25% | 1148 | -1,371 | -23.43% | Q4 2025 | Feb 06, 2026 |
| Fermata Advisors, LLC | History | Added to | 4,475 | 1,298 | 0.31% | 0.33% | 1149 | +39 | 0.88% | Q4 2025 | Jan 08, 2026 |
| Tactive Advisors, LLC | History | Reduced | 4,454 | 1,292 | 0.38% | 0.44% | 1150 | -855 | -16.1% | Q4 2025 | Jan 09, 2026 |
| Southland Equity Partners LLC | History | Reduced | 4,415 | 1,281 | 0.25% | 0.27% | 1151 | -114 | -2.52% | Q4 2025 | Jan 14, 2026 |
| DMKC Advisory Services, LLC | History | Added to | 4,408 | 1,279 | 0.56% | 0.59% | 1152 | +469 | 11.91% | Q4 2025 | Jan 30, 2026 |
| 3Chopt Investment Partners, LLC | History | No change | 4,368 | 1,267 | 0.28% | 0.29% | 1153 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | Added to | 4,360 | 1,265 | 0.29% | 0.31% | 1154 | +123 | 2.9% | Q4 2025 | Jan 20, 2026 |
| Payne Capital LLC | History | No change | 4,361 | 1,265 | 1.29% | 1.3% | 1155 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Traction Financial Partners, LLC | History | Added to | 4,353 | 1,263 | 0.75% | 0.76% | 1156 | +183 | 4.39% | Q4 2025 | Jan 29, 2026 |
| ARK & TLK INVESTMENTS, LLC | History | No change | 4,352 | 1,263 | 0.35% | 0.41% | 1157 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Modus Advisors, LLC | History | Reduced | 4,340 | 1,259 | 0.33% | 0.55% | 1159 | -2,549 | -37.0% | Q4 2025 | Feb 11, 2026 |
| GW&K Investment Management, LLC | History | No change | 4,337 | 1,259 | 0.01% | 0.01% | 1158 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Clarius Group, LLC | History | No change | 4,334 | 1,257 | 0.07% | 0.08% | 1160 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Oldfather Financial Services, LLC | History | Reduced | 4,315 | 1,252 | 0.37% | 0.41% | 1161 | -191 | -4.24% | Q4 2025 | Jan 16, 2026 |
| Hurlow Wealth Management Group, Inc. | History | Reduced | 4,311 | 1,251 | 0.31% | 0.47% | 1162 | -1,892 | -30.5% | Q4 2025 | Feb 17, 2026 |
| MOGY JOEL R INVESTMENT COUNSEL INC | History | No change | 4,305 | 1,249 | 0.07% | 0.07% | 1163 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Journey Advisory Group, LLC | History | Reduced | 4,297 | 1,247 | 0.1% | 0.1% | 1164 | -132 | -2.98% | Q4 2025 | Jan 27, 2026 |
| Caitlin John, LLC | History | Added to | 4,297 | 1,247 | 0.82% | 0.87% | 1165 | +28 | 0.66% | Q4 2025 | Feb 18, 2026 |
| Farmers National Bank | History | New | 4,286 | 1,243 | 0.28% | — | 1166 | +4,286 | New | Q4 2025 | Mar 12, 2026 |
| High Note Wealth, LLC | History | Reduced | 4,280 | 1,242 | 0.24% | 0.25% | 1167 | -30 | -0.7% | Q4 2025 | Feb 05, 2026 |
| Darden Wealth Group Inc | History | No change | 4,271 | 1,239 | 0.6% | 0.66% | 1168 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| CHAPIN DAVIS, INC. | History | Added to | 4,266 | 1,237 | 0.29% | 0.31% | 1169 | +1 | 0.02% | Q4 2025 | Jan 30, 2026 |
| Montecito Bank & Trust | History | Reduced | 4,255 | 1,234 | 0.2% | 0.2% | 1170 | -124 | -2.83% | Q4 2025 | Jan 09, 2026 |
| Omega Financial Group, LLC | History | Reduced | 4,246 | 1,232 | 0.41% | 0.41% | 1171 | -17 | -0.4% | Q4 2025 | Jan 28, 2026 |
| SACHEM HILL LLC | History | No change | 4,243 | 1,231 | 0.24% | 0.25% | 1172 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Atlas Legacy Advisors, LLC | History | Added to | 4,238 | 1,229 | 0.22% | 0.22% | 1173 | +306 | 7.78% | Q4 2025 | Jan 29, 2026 |
| Fairway Wealth LLC | History | Added to | 4,229 | 1,227 | 0.33% | 0.35% | 1174 | +21 | 0.5% | Q4 2025 | Jan 28, 2026 |
| Pachira Investments Inc. | History | Added to | 4,216 | 1,223 | 0.6% | 0.46% | 1175 | +1,398 | 49.61% | Q4 2025 | Feb 02, 2026 |
| KPP Advisory Services LLC | History | Reduced | 4,214 | 1,222 | 0.18% | 0.18% | 1176 | -8 | -0.19% | Q4 2025 | Feb 02, 2026 |
| Coastline Trust Co | History | Reduced | 4,210 | 1,221 | 0.11% | 0.14% | 1177 | -309 | -6.84% | Q4 2025 | Jan 05, 2026 |
| Financial Planning Navigators CORP | History | New | 4,197 | 1,218 | 0.56% | — | 1178 | +4,197 | New | Q4 2025 | Jan 16, 2026 |
| Summit Investment Advisory Services, LLC | History | Added to | 4,192 | 1,216 | 0.46% | 0.48% | 1179 | +74 | 1.8% | Q4 2025 | Feb 04, 2026 |
| Birch Hill Investment Advisors LLC | History | Reduced | 4,181 | 1,213 | 0.05% | 0.05% | 1180 | -3 | -0.07% | Q4 2025 | Jan 27, 2026 |
| TFC Financial Management, Inc. | History | Added to | 4,164 | 1,208 | 0.15% | 0.16% | 1181 | +23 | 0.56% | Q4 2025 | Jan 23, 2026 |
| Kellett Wealth Advisors, LLC | History | Added to | 4,146 | 1,203 | 0.69% | 0.73% | 1182 | +3 | 0.07% | Q4 2025 | Jan 23, 2026 |
| Asset Dedication, LLC | History | Reduced | 4,136 | 1,200 | 0.08% | 0.08% | 1183 | -62 | -1.48% | Q4 2025 | Jan 26, 2026 |
| CJM Wealth Advisers, Ltd. | History | No change | 4,130 | 1,198 | 0.36% | 0.37% | 1184 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| DELTA FINANCIAL ADVISORS LLC | History | Added to | 4,124 | 1,196 | 0.31% | 0.34% | 1185 | +36 | 0.88% | Q4 2025 | Feb 06, 2026 |
| Brindle & Bay Financial Advisors, LLC | History | New | 4,114 | 1,194 | 0.79% | — | 1186 | +4,114 | New | Q4 2025 | Jan 29, 2026 |
| B & T Capital Management DBA Alpha Capital Management | History | Reduced | 4,109 | 1,192 | 0.17% | 0.24% | 1187 | -1,121 | -21.43% | Q4 2025 | Feb 13, 2026 |
| Revisor Wealth Management LLC | History | Added to | 4,007 | 1,191 | 0.32% | 0.26% | 1188 | +1,431 | 55.55% | Q4 2025 | Jan 27, 2026 |
| TME FINANCIAL, INC. | History | Added to | 4,080 | 1,184 | 0.83% | 0.75% | 1190 | +658 | 19.23% | Q4 2025 | Jan 27, 2026 |
| FULTON BANK, N.A. | History | Added to | 4,081 | 1,184 | 0.04% | 0.04% | 1189 | +183 | 4.69% | Q4 2025 | Jan 08, 2026 |
| WAYSTONE ADVISORS LLC | History | New | 4,071 | 1,181 | 1.01% | — | 1191 | +4,071 | New | Q4 2025 | Feb 09, 2026 |
| LIBERTY SQUARE WEALTH PARTNERS LLC | History | Reduced | 4,069 | 1,180 | 0.34% | 0.37% | 1192 | -9 | -0.22% | Q4 2025 | Feb 11, 2026 |
| TABR Capital Management, LLC | History | Added to | 4,047 | 1,174 | 0.78% | 0.73% | 1193 | +416 | 11.46% | Q4 2025 | Jan 28, 2026 |
| Tenzing Financial LLC | History | New | 4,028 | 1,169 | 0.95% | — | 1194 | +4,028 | New | Q4 2025 | Feb 13, 2026 |
| AIRE ADVISORS, LLC | History | Reduced | 4,027 | 1,168 | 0.21% | 0.22% | 1195 | -22 | -0.54% | Q4 2025 | Feb 17, 2026 |
| Capital Squared Financial LLC | History | Added to | 4,007 | 1,162 | 0.91% | 0.86% | 1196 | +619 | 18.27% | Q4 2025 | Apr 17, 2026 |
| Trajan Wealth LLC | History | Reduced | 3,992 | 1,158 | 0.05% | 0.05% | 1197 | -252 | -5.94% | Q4 2025 | Feb 06, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 3,987 | 1,157 | 0.04% | 0.05% | 1199 | -379 | -8.68% | Q4 2025 | Feb 06, 2026 |
| Donor Advised Charitable Giving, Inc. | History | No change | 3,987 | 1,157 | 0.03% | 0.02% | 1198 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Envision Financial Planning, LLC | History | Added to | 3,984 | 1,156 | 0.44% | 0.5% | 1200 | +1 | 0.03% | Q4 2025 | Feb 17, 2026 |
| CERTUITY, LLC | History | Added to | 3,982 | 1,155 | 0.07% | 0.08% | 1201 | +2 | 0.05% | Q4 2025 | Jan 30, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 3,978 | 1,154 | 0.0% | 0.0% | 1202 | -107 | -2.62% | Q4 2025 | Feb 10, 2026 |
| Wealth Architects, LLC | History | No change | 3,977 | 1,154 | 0.1% | 0.11% | 1203 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| STEPHEN J. GARRY & ASSOCIATES, LLC | History | No change | 3,975 | 1,153 | 0.91% | 0.93% | 1204 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Powers Advisory Group, LLC | History | Added to | 3,965 | 1,150 | 0.43% | 0.42% | 1206 | +357 | 9.89% | Q4 2025 | Jan 22, 2026 |
| FDx Advisors, Inc. | History | Reduced | 3,961 | 1,150 | 0.59% | 0.35% | 1205 | -69 | -1.71% | Q4 2025 | Feb 10, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Reduced | 3,959 | 1,149 | 0.05% | 0.06% | 1208 | -245 | -5.83% | Q4 2025 | Jan 29, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Reduced | 3,960 | 1,149 | 0.03% | 0.03% | 1207 | -130 | -3.18% | Q4 2025 | Feb 03, 2026 |
| Hiley Hunt Wealth Management | History | Added to | 3,962 | 1,149 | 0.51% | 0.54% | 1209 | +26 | 0.66% | Q4 2025 | Jan 06, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Added to | 3,954 | 1,147 | 0.17% | 0.18% | 1210 | +1 | 0.03% | Q4 2025 | Feb 09, 2026 |
| Root Financial Partners, LLC | History | Reduced | 3,951 | 1,146 | 0.06% | 0.07% | 1211 | -37 | -0.93% | Q4 2025 | Feb 10, 2026 |
| COMMUNITY TRUST & INVESTMENT CO | History | Added to | 3,926 | 1,139 | 0.06% | 0.06% | 1212 | +26 | 0.67% | Q4 2025 | Jan 09, 2026 |
| TFB Advisors LLC | History | Reduced | 3,928 | 1,139 | 0.32% | 0.34% | 1213 | -22 | -0.56% | Q4 2025 | Feb 13, 2026 |
| Lutz Financial Services LLC | History | Reduced | 3,924 | 1,138 | 0.08% | 0.09% | 1214 | -89 | -2.22% | Q4 2025 | Feb 06, 2026 |
| Plante Moran Financial Advisors, LLC | History | Reduced | 3,914 | 1,135 | 0.07% | 0.08% | 1215 | -327 | -7.71% | Q4 2025 | Feb 05, 2026 |
| Riverview Trust Co | History | Added to | 3,906 | 1,133 | 1.36% | 1.27% | 1216 | +314 | 8.74% | Q4 2025 | Jan 26, 2026 |
| Stillwater Capital Advisors, LLC | History | Reduced | 3,888 | 1,128 | 0.12% | 0.15% | 1217 | -581 | -13.0% | Q4 2025 | Jan 14, 2026 |
| Evernest Financial Advisors, LLC | History | Reduced | 3,734 | 1,127 | 0.24% | 0.31% | 1218 | -13 | -0.35% | Q4 2025 | Feb 13, 2026 |
| Churchill Financial Advisors, LLC | History | New | 3,878 | 1,125 | 0.34% | — | 1220 | +3,878 | New | Q4 2025 | Feb 09, 2026 |
| BLUESTEM FINANCIAL ADVISORS, LLC | History | Added to | 3,877 | 1,125 | 0.43% | 0.44% | 1219 | +58 | 1.52% | Q4 2025 | Jan 21, 2026 |
| ELEVATUS WELATH MANAGEMENT | History | Added to | 3,875 | 1,124 | 0.31% | 0.26% | 1221 | +844 | 27.85% | Q4 2025 | Jan 14, 2026 |
| Lee-Kelleher Wealth Management | History | No change | 3,852 | 1,117 | 0.67% | 0.7% | 1222 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Fortitude Advisory Group L.L.C. | History | Reduced | 3,845 | 1,116 | 0.47% | 0.62% | 1223 | -109 | -2.76% | Q4 2025 | Feb 13, 2026 |
| SteelPeak Wealth, LLC | History | Reduced | 3,835 | 1,113 | 0.04% | 0.04% | 1224 | -140 | -3.52% | Q4 2025 | Jan 20, 2026 |
| Wernau Asset Management Inc. | History | Added to | 3,822 | 1,109 | 0.6% | 0.74% | 1225 | +103 | 2.77% | Q4 2025 | Jan 21, 2026 |
| Longview Financial Advisors, Inc. | History | Added to | 3,812 | 1,106 | 0.75% | 0.8% | 1226 | +1 | 0.03% | Q4 2025 | Feb 02, 2026 |
| OMNI 360 Wealth, Inc. | History | Reduced | 3,681 | 1,104 | 0.57% | 0.61% | 1227 | -22 | -0.59% | Q4 2025 | Jan 29, 2026 |
| Lexington Hill Partners, LLC | History | New | 3,803 | 1,103 | 0.83% | — | 1228 | +3,803 | New | Q4 2025 | Feb 19, 2026 |
| Elm3 Financial Group, LLC | History | Added to | 3,787 | 1,099 | 0.91% | 0.39% | 1229 | +2,179 | 135.51% | Q4 2025 | Jan 22, 2026 |
| Kennebec Savings Bank | History | Reduced | 3,789 | 1,099 | 0.95% | 1.03% | 1230 | -43 | -1.12% | Q4 2025 | Jan 22, 2026 |
| Triangle Securities Wealth Management | History | Reduced | 3,780 | 1,097 | 0.23% | 0.26% | 1231 | -99 | -2.55% | Q4 2025 | Jan 13, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Added to | 3,782 | 1,097 | 0.09% | 0.09% | 1232 | +39 | 1.04% | Q4 2025 | Jan 23, 2026 |
| Midwest Financial Partners Investments, Inc. | History | New | 3,779 | 1,096 | 0.61% | — | 1233 | +3,779 | New | Q4 2025 | Feb 06, 2026 |
| Moss Adams Wealth Advisors LLC | History | Reduced | 3,775 | 1,095 | 0.08% | 0.09% | 1234 | -14 | -0.37% | Q4 2025 | Jan 26, 2026 |
| Hobbs Group Advisors, LLC | History | Added to | 3,766 | 1,093 | 0.33% | 0.33% | 1236 | +120 | 3.29% | Q4 2025 | Jan 28, 2026 |
| MITCHELL CAPITAL MANAGEMENT CO | History | No change | 3,768 | 1,093 | 0.2% | 0.19% | 1235 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Kuhn & Co Investment Counsel | History | New | 3,754 | 1,089 | 0.73% | — | 1237 | +3,754 | New | Q4 2025 | Feb 09, 2026 |
| Evanson Asset Management, LLC | History | Added to | 3,747 | 1,087 | 0.06% | 0.06% | 1238 | +2 | 0.05% | Q4 2025 | Jan 12, 2026 |
| BridgePort Financial Solutions, LLC | History | Added to | 3,729 | 1,082 | 0.29% | 0.28% | 1239 | +133 | 3.7% | Q4 2025 | Jan 16, 2026 |
| CFC Planning Co LLC | History | Added to | 3,712 | 1,077 | 0.82% | 0.51% | 1240 | +1,610 | 76.59% | Q4 2025 | Jan 30, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 3,701 | 1,074 | 0.01% | 0.01% | 1243 | +953 | 34.68% | Q4 2025 | Feb 02, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 3,702 | 1,074 | 0.07% | 0.08% | 1241 | +230 | 6.62% | Q4 2025 | Feb 03, 2026 |
| Paragon Private Wealth Management, LLC | History | Added to | 3,703 | 1,074 | 0.33% | 0.35% | 1242 | +47 | 1.29% | Q4 2025 | Feb 11, 2026 |
| Seek First Inc. | History | Added to | 3,703 | 1,074 | 0.74% | 0.78% | 1244 | +18 | 0.49% | Q4 2025 | Jan 30, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 3,700 | 1,073 | 0.08% | 0.02% | 1245 | +2,859 | 339.95% | Q4 2025 | Jan 09, 2026 |
| Yukon Wealth Management, Inc. | History | Reduced | 3,601 | 1,073 | 0.62% | 0.48% | 1246 | -1,424 | -28.34% | Q4 2025 | Feb 10, 2026 |
| Cornerstone Wealth Group, LLC | History | Reduced | 3,693 | 1,071 | 0.07% | 0.08% | 1247 | -455 | -10.97% | Q4 2025 | Jan 26, 2026 |
| Koss-Olinger Consulting, LLC | History | Reduced | 3,689 | 1,071 | 0.08% | 0.09% | 1248 | -389 | -9.54% | Q4 2025 | Feb 10, 2026 |
| Ardent Capital Management, Inc. | History | No change | 3,680 | 1,068 | 0.42% | 0.46% | 1249 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Blossom Wealth Management | History | Added to | 3,641 | 1,056 | 1.74% | 1.67% | 1250 | +121 | 3.44% | Q4 2025 | Jan 16, 2026 |
| GERMAN AMERICAN BANCORP, INC. | History | Reduced | 3,633 | 1,054 | 0.09% | 0.1% | 1251 | -258 | -6.63% | Q4 2025 | Feb 17, 2026 |
| Keebeck Wealth Management | History | New | 3,625 | 1,052 | 0.12% | — | 1253 | +3,625 | New | Q4 2025 | Feb 17, 2026 |
| Covenant Asset Management, LLC | History | Added to | 3,625 | 1,052 | 0.12% | 0.12% | 1252 | +80 | 2.26% | Q4 2025 | Jan 30, 2026 |
| Melone Private Wealth, LLC | History | Added to | 3,621 | 1,050 | 0.45% | 0.46% | 1254 | +134 | 3.84% | Q4 2025 | Jan 07, 2026 |
| Cambridge Financial Group, LLC | History | Added to | 3,865 | 1,048 | 0.36% | 0.17% | 1255 | +2,115 | 120.86% | Q4 2025 | Jan 09, 2026 |
| Level Wealth Management LLC | History | New | 3,608 | 1,047 | 0.54% | — | 1257 | +3,608 | New | Q4 2025 | Feb 02, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Reduced | 3,610 | 1,047 | 0.05% | 0.05% | 1256 | -159 | -4.22% | Q4 2025 | Feb 04, 2026 |
| Murphy & Mullick Capital Management Corp | History | Reduced | 3,604 | 1,045 | 0.75% | 0.81% | 1258 | -103 | -2.78% | Q4 2025 | Feb 10, 2026 |
| FIRST COMMUNITY TRUST NA | History | Added to | 3,598 | 1,044 | 0.78% | 0.33% | 1259 | +2,135 | 145.93% | Q4 2025 | Jan 16, 2026 |
| Waldron Private Wealth LLC | History | Added to | 3,597 | 1,044 | 0.04% | 0.04% | 1260 | +64 | 1.81% | Q4 2025 | Jan 14, 2026 |
| Nvest Financial, LLC | History | Added to | 3,591 | 1,042 | 0.43% | 0.26% | 1261 | +2,055 | 133.79% | Q4 2025 | Feb 10, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Added to | 3,577 | 1,038 | 0.2% | 0.11% | 1263 | +1,740 | 94.72% | Q4 2025 | Feb 09, 2026 |
| Sherman Asset Management, Inc. | History | Reduced | 4,510 | 1,038 | 0.88% | 1.14% | 1262 | -5 | -0.11% | Q4 2025 | Feb 05, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 3,568 | 1,035 | 0.58% | 0.62% | 1264 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| KWMG, LLC | History | Added to | 3,565 | 1,034 | 0.09% | 0.08% | 1265 | +359 | 11.2% | Q4 2025 | Jan 16, 2026 |
| WealthBridge Capital Management, LLC | History | Added to | 3,558 | 1,032 | 0.24% | 0.24% | 1266 | +13 | 0.37% | Q4 2025 | Jan 21, 2026 |
| MilWealth Group LLC | History | Reduced | 3,552 | 1,030 | 0.25% | 0.26% | 1267 | -17 | -0.48% | Q4 2025 | Feb 02, 2026 |
| Trueblood Wealth Management, LLC | History | Added to | 3,522 | 1,022 | 0.4% | 0.38% | 1269 | +204 | 6.15% | Q4 2025 | Jan 21, 2026 |
| MATRIX PRIVATE CAPITAL GROUP LLC | History | Added to | 3,523 | 1,022 | 0.52% | 0.54% | 1268 | +50 | 1.44% | Q4 2025 | Feb 17, 2026 |
| Beaird Harris Wealth Management, LLC | History | Added to | 3,518 | 1,021 | 0.07% | 0.07% | 1270 | +26 | 0.74% | Q4 2025 | Feb 23, 2026 |
| Greenhouse Wealth Management, LLC | History | Added to | 3,514 | 1,019 | 0.6% | 0.61% | 1271 | +32 | 0.92% | Q4 2025 | Jan 21, 2026 |
| Keystone Wealth Services, LLC | History | Reduced | 3,509 | 1,018 | 0.21% | 0.23% | 1272 | -152 | -4.15% | Q4 2025 | Jan 26, 2026 |
| Plan Group Financial, LLC | History | Added to | 3,508 | 1,018 | 0.26% | 0.27% | 1273 | +41 | 1.18% | Q4 2025 | Feb 03, 2026 |
| HANCOCK WHITNEY CORP | History | No change | 3,507 | 1,017 | 0.02% | 0.02% | 1274 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Chemistry Wealth Management LLC | History | Reduced | 3,500 | 1,015 | 0.19% | 0.2% | 1275 | -51 | -1.44% | Q4 2025 | Jan 06, 2026 |
| Investment Advisory Group, LLC | History | Added to | 3,481 | 1,010 | 0.26% | 0.24% | 1276 | +471 | 15.65% | Q4 2025 | Jan 23, 2026 |
| Apex Wealth Management, LLC | History | Added to | 3,364 | 1,010 | 1.03% | 0.68% | 1277 | +142 | 4.41% | Q4 2025 | Jan 26, 2026 |
| SEI INVESTMENTS CO | History | New | 3,477 | 1,009 | 0.0% | — | 1278 | +3,477 | New | Q4 2025 | Feb 13, 2026 |
| Great Diamond Partners, LLC | History | Added to | 3,476 | 1,008 | 0.19% | 0.17% | 1279 | +432 | 14.19% | Q4 2025 | Feb 06, 2026 |
| Randolph Co Inc | History | No change | 3,468 | 1,006 | 0.1% | 0.1% | 1280 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | Added to | 3,456 | 1,003 | 0.03% | 0.01% | 1281 | +1,834 | 113.07% | Q4 2025 | Feb 13, 2026 |
| Wilkins Miller Wealth Management, LLC | History | Added to | 3,458 | 1,003 | 0.6% | 0.48% | 1282 | +739 | 27.18% | Q4 2025 | Jan 21, 2026 |
| CDKV HOLDINGS LLC | History | New | 3,438 | 997 | 0.83% | — | 1283 | +3,438 | New | Q4 2025 | Feb 17, 2026 |
| Madden Advisory Services, Inc. | History | Reduced | 3,409 | 989 | 0.4% | 0.4% | 1284 | -99 | -2.82% | Q4 2025 | Feb 11, 2026 |
| Pinnacle Bancorp, Inc. | History | Added to | 3,409 | 989 | 0.29% | 0.29% | 1285 | +50 | 1.49% | Q4 2025 | Jan 22, 2026 |
| Tranquility Partners, LLC | History | Added to | 3,404 | 987 | 0.36% | 0.32% | 1286 | +126 | 3.84% | Q4 2025 | Feb 03, 2026 |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC | History | Added to | 3,399 | 986 | 0.66% | 0.66% | 1288 | +75 | 2.26% | Q4 2025 | Jan 09, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 3,400 | 986 | 0.0% | 0.0% | 1287 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SC&H Financial Advisors, Inc. | History | Added to | 3,388 | 983 | 0.15% | 0.16% | 1290 | +140 | 4.31% | Q4 2025 | Jan 21, 2026 |
| LifePlan Financial, LLC | History | Reduced | 3,390 | 983 | 0.75% | 0.81% | 1289 | -92 | -2.64% | Q4 2025 | Jan 20, 2026 |
| Farnam Financial LLC | History | Reduced | 3,386 | 982 | 0.74% | 0.82% | 1291 | -220 | -6.1% | Q4 2025 | Jan 26, 2026 |
| Daviman Financial, LLC | History | New | 3,359 | 974 | 0.57% | — | 1294 | +3,359 | New | Q4 2025 | Feb 06, 2026 |
| Keel Point, LLC | History | Added to | 3,358 | 974 | 0.06% | 0.06% | 1292 | +297 | 9.7% | Q4 2025 | Feb 12, 2026 |
| Summit Wealth Partners, LLC | History | Reduced | 3,358 | 974 | 0.18% | 0.19% | 1293 | -267 | -7.37% | Q4 2025 | Jan 27, 2026 |
| Plan A Wealth LLC | History | Reduced | 3,348 | 971 | 0.48% | 0.56% | 1295 | -388 | -10.39% | Q4 2025 | Feb 06, 2026 |
| Autumn Glory Partners, LLC | History | New | 3,327 | 965 | 0.34% | — | 1297 | +3,327 | New | Q4 2025 | Jan 27, 2026 |
| Marotta Asset Management | History | Reduced | 3,327 | 965 | 0.18% | 0.2% | 1296 | -233 | -6.54% | Q4 2025 | Jan 07, 2026 |
| Goldstein Advisors, LLC | History | Added to | 3,324 | 964 | 0.11% | 0.1% | 1298 | +472 | 16.55% | Q4 2025 | Feb 10, 2026 |
| EAGLE WEALTH STRATEGIES LLC | History | Reduced | 3,319 | 963 | 0.45% | 0.49% | 1299 | -26 | -0.78% | Q4 2025 | Jan 06, 2026 |
| StrongBox Wealth, LLC | History | Reduced | 3,310 | 960 | 0.32% | 0.34% | 1300 | -125 | -3.64% | Q4 2025 | Jan 21, 2026 |
| Kelman-Lazarov, Inc. | History | Added to | 3,301 | 958 | 0.14% | 0.14% | 1301 | +5 | 0.15% | Q4 2025 | Jan 26, 2026 |
| NTV ASSET MANAGEMENT LLC | History | Added to | 3,300 | 957 | 0.1% | 0.11% | 1302 | +1 | 0.03% | Q4 2025 | Jan 20, 2026 |
| MIDLAND WEALTH ADVISORS, LLC | History | Reduced | 3,282 | 952 | 0.05% | 0.06% | 1303 | -262 | -7.39% | Q4 2025 | Jan 26, 2026 |
| Miller Capital Partners, Inc. | History | New | 3,273 | 949 | 0.48% | — | 1305 | +3,273 | New | Q4 2025 | Feb 17, 2026 |
| MUIRFIELD WEALTH ADVISORS LLC | History | Added to | 3,273 | 949 | 0.7% | 0.7% | 1304 | +60 | 1.87% | Q4 2025 | Feb 06, 2026 |
| O'ROURKE & COMPANY, Inc | History | Added to | 3,268 | 948 | 0.37% | 0.4% | 1306 | +23 | 0.71% | Q4 2025 | Jan 28, 2026 |
| Mascoma Wealth Management LLC | History | Reduced | 3,261 | 946 | 0.2% | 0.21% | 1307 | -48 | -1.45% | Q4 2025 | Feb 04, 2026 |
| GUYASUTA INVESTMENT ADVISORS INC | History | Added to | 3,256 | 945 | 0.05% | 0.05% | 1308 | +17 | 0.52% | Q4 2025 | Jan 23, 2026 |
| Antonelli Financial Advisors, LLC | History | Reduced | 3,252 | 944 | 0.62% | 0.67% | 1310 | -102 | -3.04% | Q4 2025 | Jan 27, 2026 |
| Strategic Equity Management | History | No change | 3,253 | 944 | 0.32% | 0.35% | 1309 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | History | New | 3,252 | 943 | 0.88% | — | 1312 | +3,252 | New | Q4 2025 | Feb 02, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | Added to | 3,251 | 943 | 0.22% | 0.22% | 1311 | +121 | 3.87% | Q4 2025 | Jan 06, 2026 |
| Financial Symmetry Inc | History | New | 3,247 | 942 | 0.38% | — | 1314 | +3,247 | New | Q4 2025 | Jan 28, 2026 |
| Breakwater Capital Group | History | Added to | 3,248 | 942 | 0.13% | 0.14% | 1313 | +84 | 2.65% | Q4 2025 | Jan 09, 2026 |
| Guardian Financial Partners, LLC | History | Added to | 3,238 | 939 | 0.4% | 0.4% | 1315 | +24 | 0.75% | Q4 2025 | Jan 14, 2026 |
| DONALDSON CAPITAL MANAGEMENT, LLC | History | Reduced | 3,235 | 938 | 0.03% | 0.03% | 1316 | -14 | -0.43% | Q4 2025 | Jan 14, 2026 |
| Lifeworks Advisors, LLC | History | Added to | 3,223 | 935 | 0.12% | 0.09% | 1317 | +860 | 36.39% | Q4 2025 | Feb 13, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | No change | 3,211 | 931 | 0.08% | 0.1% | 1318 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| PROSPERITY BANCSHARES INC | History | New | 3,205 | 930 | 0.84% | — | 1319 | +3,205 | New | Q4 2025 | Feb 17, 2026 |
| Oxbow Advisors, LLC | History | No change | 3,205 | 930 | 0.08% | 0.09% | 1320 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Carmel Capital Partners, LLC | History | Reduced | 3,200 | 928 | 0.33% | 0.4% | 1321 | -54 | -1.66% | Q4 2025 | Jan 29, 2026 |
| SONATA CAPITAL GROUP INC | History | No change | 3,157 | 916 | 0.33% | 0.34% | 1322 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Sachetta, LLC | History | Reduced | 3,133 | 909 | 0.5% | 0.75% | 1323 | -3,730 | -54.35% | Q4 2025 | Feb 02, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | Added to | 3,132 | 908 | 0.09% | 0.08% | 1324 | +410 | 15.06% | Q4 2025 | Jan 20, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | Reduced | 3,124 | 906 | 0.06% | 0.86% | 1325 | -40,297 | -92.81% | Q4 2025 | Jan 14, 2026 |
| Shade Tree Advisors LLC | History | New | 3,125 | 906 | 0.69% | — | 1326 | +3,125 | New | Q4 2025 | Feb 04, 2026 |
| Madison Asset Management, LLC | History | Added to | 3,118 | 904 | 0.01% | 0.0% | 1327 | +2,376 | 320.22% | Q4 2025 | Feb 04, 2026 |
| Ballast Rock Private Wealth LLC | History | New | 3,099 | 899 | 0.56% | — | 1329 | +3,099 | New | Q4 2025 | Feb 04, 2026 |
| RPS ADVISORY SOLUTIONS LLC | History | Reduced | 3,101 | 899 | 0.42% | 0.45% | 1328 | -49 | -1.56% | Q4 2025 | Feb 06, 2026 |
| Garde Capital, Inc. | History | Reduced | 3,097 | 898 | 0.05% | 0.05% | 1330 | -105 | -3.28% | Q4 2025 | Feb 10, 2026 |
| Athena Investment Management | History | Added to | 3,088 | 896 | 0.46% | 0.45% | 1331 | +152 | 5.18% | Q4 2025 | Feb 12, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | Added to | 3,083 | 895 | 0.59% | 0.62% | 1332 | +22 | 0.72% | Q4 2025 | Feb 11, 2026 |
| Gryphon Financial Partners LLC | History | Added to | 3,071 | 891 | 0.1% | 0.09% | 1333 | +373 | 13.83% | Q4 2025 | Jan 08, 2026 |
| Strategic Blueprint, LLC | History | Added to | 3,063 | 888 | 0.05% | 0.04% | 1334 | +260 | 9.28% | Q4 2025 | Jan 30, 2026 |
| Sovereign Financial Group, Inc. | History | Reduced | 3,056 | 886 | 0.15% | 0.17% | 1335 | -118 | -3.72% | Q4 2025 | Jan 07, 2026 |
| WIREGRASS INVESTMENT MANAGEMENT LLC | History | New | 3,036 | 881 | 0.74% | — | 1337 | +3,036 | New | Q4 2025 | Feb 13, 2026 |
| Warwick Investment Management, Inc. | History | No change | 3,039 | 881 | 0.14% | 0.15% | 1336 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| WORLD EQUITY GROUP, INC. | History | Added to | 3,033 | 880 | 0.25% | 0.2% | 1338 | +72 | 2.43% | Q4 2025 | Jan 12, 2026 |
| ADAMSBROWN WEALTH CONSULTANTS LLC | History | Reduced | 3,035 | 880 | 0.24% | 0.25% | 1339 | -12 | -0.39% | Q4 2025 | Jan 13, 2026 |
| Detalus Advisors, LLC | History | Reduced | 3,031 | 879 | 0.21% | 0.23% | 1340 | -51 | -1.65% | Q4 2025 | Feb 03, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 3,019 | 876 | 0.0% | 0.0% | 1341 | -30 | -0.98% | Q4 2025 | Feb 11, 2026 |
| KIECKHEFER GROUP LLC | History | No change | 3,021 | 876 | 0.42% | 0.42% | 1342 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Oakworth Capital, Inc. | History | No change | 3,005 | 872 | 0.05% | 0.05% | 1343 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| ALEXANDER LABRUNERIE & CO., INC. | History | New | 2,983 | 865 | 0.31% | — | 1344 | +2,983 | New | Q4 2025 | Mar 26, 2026 |
| Curbstone Financial Management Corp | History | Reduced | 2,970 | 861 | 0.16% | 0.18% | 1346 | -200 | -6.31% | Q4 2025 | Jan 23, 2026 |
| FIRST BUSINESS FINANCIAL SERVICES, INC. | History | No change | 2,969 | 861 | 0.08% | 0.08% | 1345 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Financial Strategies Group, Inc. | History | Added to | 2,861 | 856 | 0.15% | 0.15% | 1348 | +86 | 3.1% | Q4 2025 | Feb 05, 2026 |
| PECAUT & CO. | History | Added to | 2,951 | 856 | 0.28% | 0.27% | 1347 | +83 | 2.89% | Q4 2025 | Feb 10, 2026 |
| MidFirst Bank | History | New | 2,945 | 854 | 0.07% | — | 1351 | +2,945 | New | Q4 2025 | Feb 25, 2026 |
| Brookwood Investment Group LLC | History | Added to | 2,944 | 854 | 0.1% | 0.11% | 1350 | +28 | 0.96% | Q4 2025 | Jan 22, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 2,945 | 854 | 0.01% | 0.01% | 1349 | -8 | -0.27% | Q4 2025 | Jan 13, 2026 |
| Welch Group, LLC | History | Added to | 2,942 | 853 | 0.03% | 0.03% | 1352 | +2 | 0.07% | Q4 2025 | Jan 26, 2026 |
| COMPASS CAPITAL CORP /MA/ /ADV | History | Reduced | 2,808 | 849 | 0.33% | 0.36% | 1353 | -7 | -0.25% | Q4 2025 | Feb 12, 2026 |
| Capital Asset Managemnet, LLC | History | New | 2,916 | 846 | 0.94% | — | 1354 | +2,916 | New | Q4 2025 | Apr 07, 2026 |
| L. Roy Papp & Associates, LLP | History | Added to | 2,912 | 845 | 0.09% | 0.09% | 1355 | +129 | 4.64% | Q4 2025 | Jan 28, 2026 |
| McGuire Investment Group, LLC | History | Reduced | 2,905 | 843 | 0.09% | 0.1% | 1356 | -26 | -0.89% | Q4 2025 | Jan 26, 2026 |
| Aufman Associates Inc | History | Added to | 2,906 | 843 | 0.43% | 0.48% | 1357 | +12 | 0.41% | Q4 2025 | Feb 11, 2026 |
| VISTA INVESTMENT PARTNERS II, LLC | History | Added to | 2,889 | 838 | 0.36% | 0.31% | 1358 | +643 | 28.63% | Q4 2025 | Jan 22, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | Added to | 2,910 | 834 | 0.23% | 0.26% | 1359 | +10 | 0.34% | Q4 2025 | Feb 10, 2026 |
| Onyx Bridge Wealth Group LLC | History | Reduced | 2,862 | 830 | 0.09% | 0.09% | 1360 | -79 | -2.69% | Q4 2025 | Feb 18, 2026 |
| TOWER TRUST & INVESTMENT Co | History | Added to | 2,851 | 827 | 0.52% | 0.5% | 1362 | +319 | 12.6% | Q4 2025 | Jan 21, 2026 |
| FAS Wealth Partners, Inc. | History | Added to | 2,851 | 827 | 0.05% | 0.06% | 1361 | +20 | 0.71% | Q4 2025 | Feb 18, 2026 |
| PENNINGTON PARTNERS & CO., LLC | History | No change | 2,840 | 824 | 0.33% | 0.4% | 1363 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Added to | 2,833 | 822 | 0.12% | 0.13% | 1364 | +5 | 0.18% | Q4 2025 | Jan 12, 2026 |
| Bravera Wealth | History | New | 2,827 | 820 | 0.41% | — | 1365 | +2,827 | New | Q4 2025 | Apr 22, 2026 |
| Asset Advisory Group, Inc. | History | New | 2,820 | 817 | 0.41% | — | 1366 | +2,820 | New | Q4 2025 | Feb 12, 2026 |
| Peterson Wealth Advisors, LLC | History | Reduced | 2,810 | 815 | 0.11% | 0.14% | 1367 | -276 | -8.94% | Q4 2025 | Jan 09, 2026 |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | History | Added to | 2,808 | 814 | 0.05% | 0.05% | 1368 | +308 | 12.32% | Q4 2025 | Feb 05, 2026 |
| Bestgate Wealth Advisors, LLC | History | Added to | 2,798 | 812 | 1.43% | 1.44% | 1369 | +14 | 0.5% | Q4 2025 | Jan 16, 2026 |
| Legacy Private Trust Co. | History | Reduced | 2,796 | 811 | 0.05% | 0.05% | 1370 | -23 | -0.82% | Q4 2025 | Jan 08, 2026 |
| WBH ADVISORY INC | History | Added to | 2,793 | 810 | 0.06% | 0.06% | 1371 | +1 | 0.04% | Q4 2025 | Jan 26, 2026 |
| Old North State Trust, LLC | History | New | 2,787 | 809 | 0.48% | — | 1372 | +2,787 | New | Q4 2025 | Mar 24, 2026 |
| TRAPHAGEN INVESTMENT ADVISORS LLC | History | Reduced | 2,786 | 808 | 0.07% | 0.08% | 1373 | -287 | -9.34% | Q4 2025 | Jan 27, 2026 |
| Private Wealth Group, LLC | History | No change | 2,778 | 806 | 0.39% | 0.41% | 1374 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 2,777 | 805 | 0.09% | 0.09% | 1375 | +18 | 0.65% | Q4 2025 | Jan 23, 2026 |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | History | Added to | 2,767 | 803 | 0.25% | 0.26% | 1376 | +47 | 1.73% | Q4 2025 | Feb 12, 2026 |
| Greenline Partners, LLC | History | No change | 2,750 | 798 | 0.09% | 0.1% | 1377 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| True North Advisors, LLC | History | New | 2,747 | 797 | 0.1% | — | 1378 | +2,747 | New | Q4 2025 | Jan 22, 2026 |
| Red Door Wealth Management, LLC | History | Added to | 2,746 | 796 | 0.08% | 0.08% | 1379 | +317 | 13.05% | Q4 2025 | Jan 20, 2026 |
| Hegarty Advisors, LLC | History | New | 2,737 | 794 | 0.69% | — | 1380 | +2,737 | New | Q4 2025 | Jan 29, 2026 |
| SIGNATUREFD, LLC | History | Added to | 2,733 | 793 | 0.01% | 0.01% | 1381 | +15 | 0.55% | Q4 2025 | Jan 20, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 2,718 | 788 | 0.03% | 0.04% | 1382 | -88 | -3.14% | Q4 2025 | Feb 10, 2026 |
| Forza Wealth Management, LLC | History | Added to | 2,708 | 785 | 0.28% | 0.21% | 1384 | +880 | 48.14% | Q4 2025 | Feb 02, 2026 |
| Advisory Alpha, LLC | History | Reduced | 2,705 | 785 | 0.02% | 0.02% | 1383 | -81 | -2.91% | Q4 2025 | Feb 06, 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD | History | New | 2,696 | 782 | 0.11% | — | 1385 | +2,696 | New | Q4 2025 | Feb 13, 2026 |
| Willow Financial LLC | History | New | 2,692 | 781 | 0.79% | — | 1386 | +2,692 | New | Q4 2025 | Apr 21, 2026 |
| Apollon Financial, LLC | History | Added to | 2,684 | 779 | 0.11% | 0.13% | 1387 | +102 | 3.95% | Q4 2025 | Jan 22, 2026 |
| Vantus Wealth LLC | History | New | 2,679 | 777 | 0.57% | — | 1389 | +2,679 | New | Q4 2025 | Feb 10, 2026 |
| ETF Store, Inc. | History | Added to | 2,680 | 777 | 0.79% | 0.83% | 1388 | +22 | 0.83% | Q4 2025 | Jan 22, 2026 |
| Disciplined Investments, LLC | History | Added to | 2,677 | 776 | 0.3% | 0.26% | 1390 | +438 | 19.56% | Q4 2025 | Feb 05, 2026 |
| LIBRA WEALTH LLC | History | Added to | 2,677 | 776 | 0.22% | 0.23% | 1391 | +120 | 4.69% | Q4 2025 | Jan 28, 2026 |
| TFR Capital, LLC. | History | Reduced | 2,675 | 776 | 0.26% | 0.27% | 1392 | -55 | -2.01% | Q4 2025 | Jan 27, 2026 |
| SIGNAL TREE FINANCIAL PARTNERS LLC | History | Added to | 2,669 | 774 | 0.59% | 0.6% | 1393 | +85 | 3.29% | Q4 2025 | Feb 17, 2026 |
| Thrive Capital Management, LLC | History | Added to | 2,662 | 772 | 0.17% | 0.17% | 1394 | +379 | 16.6% | Q4 2025 | Feb 09, 2026 |
| MBM WEALTH CONSULTANTS, LLC | History | Reduced | 2,658 | 771 | 0.18% | 0.21% | 1396 | -231 | -8.0% | Q4 2025 | Jan 26, 2026 |
| Per Stirling Capital Management, LLC. | History | Added to | 2,659 | 771 | 0.09% | 0.09% | 1395 | +74 | 2.86% | Q4 2025 | Feb 17, 2026 |
| TI-TRUST, INC | History | Reduced | 2,653 | 769 | 0.47% | 0.49% | 1397 | -9 | -0.34% | Q4 2025 | Jan 23, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 2,647 | 768 | 0.14% | 0.14% | 1398 | +126 | 5.0% | Q4 2025 | Feb 12, 2026 |
| KIRTLAND HILLS CAPITAL MANAGEMENT, LLC | History | Added to | 2,647 | 768 | 0.27% | 0.3% | 1399 | +84 | 3.28% | Q4 2025 | Feb 13, 2026 |
| GRANDFIELD & DODD, LLC | History | No change | 2,639 | 765 | 0.04% | 0.04% | 1400 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Bedel Financial Consulting, Inc. | History | Added to | 2,633 | 764 | 0.08% | 0.08% | 1401 | +537 | 25.62% | Q4 2025 | Jan 28, 2026 |
| Greenspring Advisors, LLC | History | Added to | 2,630 | 763 | 0.05% | 0.05% | 1403 | +1,757 | 201.26% | Q4 2025 | Feb 10, 2026 |
| Olde Wealth Management, LLC | History | Added to | 2,630 | 763 | 0.23% | 0.23% | 1402 | +113 | 4.49% | Q4 2025 | Feb 12, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 2,618 | 759 | 0.06% | 0.05% | 1404 | +591 | 29.16% | Q4 2025 | Feb 13, 2026 |
| Livet Wealth, LLC | History | New | 2,604 | 755 | 0.47% | — | 1406 | +2,604 | New | Q4 2025 | Feb 13, 2026 |
| Hibernia Wealth Partners, LLC | History | Added to | 2,603 | 755 | 0.23% | 0.24% | 1405 | +1,308 | 101.0% | Q4 2025 | Feb 12, 2026 |
| Noble Wealth Management PBC | History | Reduced | 2,595 | 752 | 0.38% | 0.42% | 1408 | -88 | -3.28% | Q4 2025 | Jan 05, 2026 |
| Horst & Graben Wealth Management LLC | History | Reduced | 2,594 | 752 | 0.11% | 0.12% | 1407 | -1 | -0.04% | Q4 2025 | Jan 27, 2026 |
| WJ Financial Advisors LLC | History | No change | 2,588 | 751 | 0.67% | 0.74% | 1409 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Empirical Asset Management, LLC | History | Reduced | 10,088 | 748 | 0.21% | 0.21% | 1410 | -47 | -0.46% | Q4 2025 | Feb 06, 2026 |
| Briggs Wealth Management, Inc | History | New | 2,574 | 747 | 0.8% | — | 1412 | +2,574 | New | Q4 2025 | Feb 19, 2026 |
| R. W. Roge & Company, Inc. | History | No change | 2,574 | 747 | 0.37% | 0.39% | 1411 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Forum Financial Management, LP | History | Added to | 2,568 | 745 | 0.01% | 0.01% | 1413 | +620 | 31.83% | Q4 2025 | Jan 27, 2026 |
| Clark Capital Management Group, Inc. | History | Added to | 2,566 | 744 | 0.0% | 0.0% | 1415 | +1,183 | 85.54% | Q4 2025 | Feb 17, 2026 |
| Willis Investment Counsel | History | No change | 2,567 | 744 | 0.04% | 0.04% | 1414 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| FOSTER DYKEMA CABOT & PARTNERS, LLC | History | Reduced | 2,553 | 740 | 0.05% | 0.1% | 1418 | -2,518 | -49.65% | Q4 2025 | Feb 12, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Added to | 2,549 | 740 | 0.26% | 0.03% | 1416 | +2,497 | 4801.92% | Q4 2025 | Jan 20, 2026 |
| Beacon Bank & Trust | History | Reduced | 2,552 | 740 | 0.15% | 0.16% | 1417 | -13 | -0.51% | Q4 2025 | Feb 17, 2026 |
| Keystone Financial Services, LLC | History | Reduced | 2,552 | 740 | 0.5% | 0.52% | 1419 | -2 | -0.08% | Q4 2025 | Jan 27, 2026 |
| Bakala Capital LLC | History | Added to | 2,548 | 739 | 3.49% | 3.98% | 1420 | +33 | 1.31% | Q4 2025 | Feb 13, 2026 |
| WealthTrak Capital Management LLC | History | Reduced | 2,546 | 738 | 0.53% | 0.67% | 1421 | -245 | -8.78% | Q4 2025 | Feb 10, 2026 |
| Westshore Wealth, LLC | History | Added to | 2,537 | 736 | 0.24% | 0.25% | 1422 | +2 | 0.08% | Q4 2025 | Feb 25, 2026 |
| Eagle Bay Advisors LLC | History | Added to | 2,538 | 736 | 0.54% | 0.59% | 1423 | +2 | 0.08% | Q4 2025 | Jan 23, 2026 |
| SFG Wealth Management, LLC. | History | Added to | 2,522 | 731 | 0.29% | 0.24% | 1425 | +638 | 33.86% | Q4 2025 | Feb 03, 2026 |
| Diversified Portfolios, Inc. | History | Added to | 2,520 | 731 | 0.06% | 0.06% | 1424 | +108 | 4.48% | Q4 2025 | Feb 09, 2026 |
| Astra Wealth Partners LLC | History | Reduced | 2,520 | 731 | 0.43% | 0.51% | 1426 | -80 | -3.08% | Q4 2025 | Feb 02, 2026 |
| Vantage Financial Partners, LLC | History | Added to | 2,514 | 729 | 0.15% | 0.15% | 1427 | +14 | 0.56% | Q4 2025 | Feb 03, 2026 |
| Independence Bank of Kentucky | History | Added to | 2,508 | 727 | 0.09% | 0.09% | 1429 | +234 | 10.29% | Q4 2025 | Jan 20, 2026 |
| Johnson Financial Group, Inc. | History | Reduced | 2,505 | 727 | 0.03% | 0.03% | 1428 | -61 | -2.38% | Q4 2025 | Feb 12, 2026 |
| ALERUS FINANCIAL NA | History | Reduced | 2,502 | 726 | 0.04% | 0.04% | 1430 | -198 | -7.33% | Q4 2025 | Feb 13, 2026 |
| RiverFront Investment Group, LLC | History | Reduced | 2,503 | 726 | 0.01% | 0.01% | 1431 | -90 | -3.47% | Q4 2025 | Feb 05, 2026 |
| Pacific Park Financial, Inc. | History | New | 2,487 | 721 | 0.45% | — | 1433 | +2,487 | New | Q4 2025 | Jan 30, 2026 |
| Financial Alternatives, Inc | History | Added to | 2,486 | 721 | 0.42% | 0.37% | 1432 | +376 | 17.82% | Q4 2025 | Feb 04, 2026 |
| J2 Capital Management Inc | History | Added to | 2,484 | 720 | 0.53% | 0.53% | 1434 | +74 | 3.07% | Q4 2025 | Jan 20, 2026 |
| Diligent Investors, LLC | History | Reduced | 2,457 | 713 | 0.18% | 0.18% | 1436 | -5 | -0.2% | Q4 2025 | Jan 23, 2026 |
| Penobscot Investment Management Company, Inc. | History | No change | 2,458 | 713 | 0.05% | 0.06% | 1435 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | History | Reduced | 2,455 | 712 | 0.21% | 0.21% | 1437 | -21 | -0.85% | Q4 2025 | Feb 12, 2026 |
| Beacon Capital Management, LLC | History | Added to | 2,452 | 711 | 0.11% | 0.07% | 1440 | +756 | 44.58% | Q4 2025 | Feb 13, 2026 |
| Freestone Capital Holdings, LLC | History | Reduced | 2,453 | 711 | 0.02% | 0.03% | 1438 | -556 | -18.48% | Q4 2025 | Jan 23, 2026 |
| Howard Capital Management Group, LLC | History | No change | 2,453 | 711 | 0.04% | 0.05% | 1439 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Chokshi & Queen Wealth Advisors, Inc | History | No change | 2,452 | 711 | 0.37% | 0.38% | 1441 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Financial Security Advisor, Inc. | History | New | 2,436 | 707 | 0.14% | — | 1442 | +2,436 | New | Q4 2025 | Feb 05, 2026 |
| MOODY LYNN & LIEBERSON, LLC | History | Added to | 2,434 | 706 | 0.04% | 0.04% | 1443 | +8 | 0.33% | Q4 2025 | Jan 15, 2026 |
| Values Added Financial LLC | History | Added to | 2,431 | 705 | 0.3% | 0.31% | 1444 | +18 | 0.75% | Q4 2025 | Jan 16, 2026 |
| Claris Financial LLC | History | Added to | 2,428 | 704 | 0.37% | 0.37% | 1446 | +182 | 8.1% | Q4 2025 | Feb 19, 2026 |
| LEE DANNER & BASS INC | History | No change | 2,427 | 704 | 0.05% | 0.05% | 1445 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Avantax Planning Partners, Inc. | History | Reduced | 2,412 | 699 | 0.02% | 0.02% | 1447 | -25 | -1.03% | Q4 2025 | Feb 05, 2026 |
| Sonoma Allocations LLC | History | Added to | 2,352 | 699 | 0.23% | 0.24% | 1448 | +22 | 0.94% | Q4 2025 | Feb 23, 2026 |
| Kera Capital Partners, Inc. | History | No change | 2,360 | 698 | 0.09% | 0.1% | 1449 | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| Sloy Dahl & Holst, LLC | History | Added to | 2,403 | 697 | 0.08% | 0.05% | 1451 | +749 | 45.28% | Q4 2025 | Feb 04, 2026 |
| Private Advisory Group LLC | History | Reduced | 2,402 | 697 | 0.05% | 0.06% | 1450 | -8 | -0.33% | Q4 2025 | Jan 15, 2026 |
| Selective Wealth Management, Inc. | History | Added to | 2,307 | 695 | 0.22% | 0.2% | 1453 | +198 | 9.39% | Q4 2025 | Jan 16, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 2,395 | 695 | 0.07% | 0.08% | 1452 | +16 | 0.67% | Q4 2025 | Feb 13, 2026 |
| Clearwave Capital, LLC | History | New | 2,392 | 694 | 0.51% | — | 1454 | +2,392 | New | Q4 2025 | Mar 02, 2026 |
| INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | History | Added to | 2,383 | 691 | 0.29% | 0.26% | 1455 | +275 | 13.05% | Q4 2025 | Feb 04, 2026 |
| Colonial Trust Co / SC | History | No change | 2,376 | 689 | 0.09% | 0.09% | 1456 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| DAVIDSON TRUST CO | History | Reduced | 2,371 | 688 | 0.29% | 0.31% | 1457 | -188 | -7.35% | Q4 2025 | Jan 27, 2026 |
| Graney & King, LLC | History | Added to | 2,369 | 687 | 0.4% | 0.48% | 1458 | +16 | 0.68% | Q4 2025 | Feb 13, 2026 |
| Carroll Advisory Group, LLC | History | New | 2,360 | 684 | 0.3% | — | 1459 | +2,360 | New | Q4 2025 | Feb 09, 2026 |
| Advance Capital Management, Inc. | History | Reduced | 2,355 | 683 | 0.03% | 0.04% | 1460 | -539 | -18.62% | Q4 2025 | Jan 06, 2026 |
| Thomasville National Bank | History | Reduced | 2,355 | 683 | 0.04% | 0.05% | 1461 | -183 | -7.21% | Q4 2025 | Jan 26, 2026 |
| TRED AVON FAMILY WEALTH, LLC | History | Reduced | 2,356 | 683 | 0.22% | 0.24% | 1462 | -30 | -1.26% | Q4 2025 | Jan 27, 2026 |
| Busey Bank | History | Added to | 2,336 | 677 | 0.02% | 0.02% | 1463 | +11 | 0.47% | Q4 2025 | Jan 27, 2026 |
| Aberdeen Wealth Management LLC | History | Added to | 2,332 | 676 | 0.31% | 0.27% | 1464 | +862 | 58.64% | Q4 2025 | Feb 12, 2026 |
| FOCUSED ALPHA, LLC | History | New | 2,313 | 671 | 0.2% | — | 1467 | +2,313 | New | Q4 2025 | Feb 13, 2026 |
| Millington Financial Advisors, LLC | History | Added to | 2,231 | 671 | 0.3% | 0.31% | 1465 | +36 | 1.64% | Q4 2025 | Feb 09, 2026 |
| DecisionMap Wealth Management, LLC | History | No change | 2,315 | 671 | 0.41% | 0.44% | 1466 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Independent Advisor Alliance | History | Added to | 2,310 | 670 | 0.02% | 0.02% | 1468 | +2 | 0.09% | Q4 2025 | Feb 04, 2026 |
| Rinkey Investments | History | No change | 2,307 | 669 | 0.17% | 0.18% | 1469 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Buttonwood Financial Advisors Inc. | History | Reduced | 2,300 | 667 | 0.22% | 0.23% | 1471 | -13 | -0.56% | Q4 2025 | Feb 04, 2026 |
| Hummer Financial Advisory Services Inc | History | No change | 2,299 | 667 | 0.47% | 0.49% | 1470 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| SHRIER WEALTH MANAGEMENT, LLC | History | New | 2,295 | 666 | 0.26% | — | 1473 | +2,295 | New | Q4 2025 | Jan 15, 2026 |
| SpringVest Wealth Management LLC | History | Added to | 2,297 | 666 | 0.46% | 0.49% | 1472 | +30 | 1.32% | Q4 2025 | Jan 23, 2026 |
| Ducere Wealth Management LLC | History | New | 2,292 | 665 | 0.26% | — | 1474 | +2,292 | New | Q4 2025 | Feb 17, 2026 |
| Bath Savings Trust Co | History | Added to | 2,290 | 664 | 0.07% | 0.06% | 1475 | +100 | 4.57% | Q4 2025 | Jan 12, 2026 |
| Fort Vancouver Investment Management, LLC | History | No change | 2,290 | 664 | 0.35% | 0.37% | 1476 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Annex Advisory Services, LLC | History | Added to | 2,287 | 663 | 0.01% | 0.01% | 1478 | +179 | 8.49% | Q4 2025 | Jan 26, 2026 |
| Palisade Asset Management, LLC | History | Added to | 2,286 | 663 | 0.06% | 0.06% | 1477 | +11 | 0.48% | Q4 2025 | Feb 13, 2026 |
| Strategic Wealth Advisors LLC | History | New | 2,280 | 661 | 0.57% | — | 1480 | +2,280 | New | Q4 2025 | Feb 03, 2026 |
| Aaron Wealth Advisors LLC | History | No change | 2,278 | 661 | 0.04% | 0.04% | 1479 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| North Star Investment Management Corp. | History | Added to | 2,275 | 660 | 0.04% | 0.04% | 1481 | +5 | 0.22% | Q4 2025 | Jan 30, 2026 |
| FIRST INTERSTATE BANK | History | Added to | 2,274 | 659 | 0.04% | 0.04% | 1482 | +21 | 0.93% | Q4 2025 | Jan 29, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | Reduced | 2,268 | 658 | 0.04% | 0.04% | 1484 | -115 | -4.83% | Q4 2025 | Feb 17, 2026 |
| BIP Wealth, LLC | History | Reduced | 2,269 | 658 | 0.02% | 0.03% | 1483 | -48 | -2.07% | Q4 2025 | Jan 21, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Added to | 2,263 | 656 | 0.04% | 0.04% | 1485 | +250 | 12.42% | Q4 2025 | Jan 15, 2026 |
| Leonard Rickey Investment Advisors P.L.L.C. | History | Reduced | 2,256 | 654 | 0.12% | 0.13% | 1486 | -18 | -0.79% | Q4 2025 | Jan 14, 2026 |
| Nolet Wealth Management, LLC | History | New | 2,250 | 652 | 0.36% | — | 1488 | +2,250 | New | Q4 2025 | Feb 27, 2026 |
| ARMSTRONG HENRY H ASSOCIATES INC | History | No change | 2,248 | 652 | 0.06% | 0.06% | 1487 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| Park Edge Advisors, LLC | History | Reduced | 2,243 | 651 | 0.15% | 0.16% | 1489 | -90 | -3.86% | Q4 2025 | Jan 16, 2026 |
| Carr Financial Group Corp | History | Added to | 2,240 | 650 | 0.17% | 0.11% | 1491 | +887 | 65.56% | Q4 2025 | Jan 09, 2026 |
| Heritage Financial Services, LLC | History | Reduced | 2,241 | 650 | 0.05% | 0.06% | 1490 | -219 | -8.9% | Q4 2025 | Feb 02, 2026 |
| Divergent Planning, LLC | History | Reduced | 2,209 | 646 | 0.16% | 0.19% | 1492 | -178 | -7.46% | Q4 2025 | Jan 12, 2026 |
| Wealth Management Nebraska | History | Added to | 2,214 | 642 | 0.07% | 0.08% | 1493 | +65 | 3.02% | Q4 2025 | Jan 28, 2026 |
| Purkiss Capital Advisors LLC | History | Added to | 2,215 | 642 | 0.3% | 0.3% | 1494 | +65 | 3.02% | Q4 2025 | Feb 04, 2026 |
| UNIQUE WEALTH, LLC | History | Reduced | 2,206 | 640 | 0.09% | 0.1% | 1495 | -15 | -0.68% | Q4 2025 | Jan 06, 2026 |
| Swisher Financial Concepts, Inc. | History | Reduced | 2,204 | 639 | 0.36% | 0.39% | 1496 | -20 | -0.9% | Q4 2025 | Feb 10, 2026 |
| Sequent Asset Management, LLC | History | No change | 2,187 | 635 | 0.28% | 0.31% | 1497 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Winthrop Capital Management, LLC | History | No change | 2,188 | 635 | 0.15% | 0.16% | 1498 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Comprehensive Money Management Services LLC | History | No change | 2,185 | 634 | 0.44% | 0.45% | 1499 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Paulson Wealth Management Inc. | History | Added to | 2,180 | 632 | 0.15% | 0.15% | 1500 | +19 | 0.88% | Q4 2025 | Feb 05, 2026 |
| Diversify Advisory Services, LLC | History | Reduced | 2,102 | 631 | 0.02% | 0.02% | 1502 | -96 | -4.37% | Q4 2025 | Jan 23, 2026 |
| SECURITY NATIONAL BANK OF SO DAK | History | No change | 2,177 | 631 | 0.31% | 0.32% | 1501 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Sara-Bay Financial | History | Added to | 2,151 | 630 | 0.19% | 0.16% | 1503 | +253 | 13.33% | Q4 2025 | Jan 20, 2026 |
| FULCRUM WEALTH ADVISORS, LLC | History | New | 2,170 | 629 | 0.52% | — | 1504 | +2,170 | New | Q4 2025 | Feb 02, 2026 |
| Birchcreek Wealth Management, LLC | History | Added to | 2,164 | 628 | 0.31% | 0.33% | 1505 | +1 | 0.05% | Q4 2025 | Jan 16, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | Added to | 2,162 | 627 | 0.3% | 0.3% | 1506 | +34 | 1.6% | Q4 2025 | Feb 05, 2026 |
| EASTERN BANK | History | Added to | 2,159 | 626 | 0.01% | 0.01% | 1507 | +82 | 3.95% | Q4 2025 | Jan 14, 2026 |
| Topsail Wealth Management, LLC | History | No change | 2,153 | 624 | 0.09% | 0.11% | 1508 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| SVB WEALTH LLC | History | Reduced | 2,142 | 621 | 0.04% | 0.05% | 1509 | -1,073 | -33.37% | Q4 2025 | Feb 04, 2026 |
| Capital Group Private Client Services, Inc. | History | Added to | 2,141 | 621 | 0.01% | 0.01% | 1510 | +33 | 1.57% | Q4 2025 | Feb 11, 2026 |
| Sargent Investment Group, LLC | History | New | 2,133 | 619 | 0.08% | — | 1511 | +2,133 | New | Q4 2025 | Feb 13, 2026 |
| Global Strategic Investment Solutions, LLC | History | Added to | 2,128 | 617 | 0.06% | 0.06% | 1512 | +3 | 0.14% | Q4 2025 | Jan 29, 2026 |
| PACES FERRY WEALTH ADVISORS, LLC | History | No change | 2,121 | 615 | 0.25% | 0.26% | 1513 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| American Institute for Advanced Investment Management, LLP | History | Reduced | 2,110 | 612 | 0.39% | 0.51% | 1514 | -548 | -20.62% | Q4 2025 | Feb 04, 2026 |
| Prospera Capital Management, LLC | History | No change | 2,105 | 611 | 0.31% | 0.3% | 1515 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Baron Wealth Management LLC | History | Reduced | 2,104 | 610 | 0.19% | 0.24% | 1516 | -318 | -13.13% | Q4 2025 | Jan 14, 2026 |
| Center For Asset Management LLC | History | Added to | 2,101 | 609 | 0.32% | 0.32% | 1517 | +80 | 3.96% | Q4 2025 | Jan 21, 2026 |
| Thayer Partners, LLC / MA | History | New | 2,095 | 608 | 0.3% | — | 1519 | +2,095 | New | Q4 2025 | Feb 05, 2026 |
| MAIRS & POWER INC | History | Added to | 2,095 | 608 | 0.01% | 0.01% | 1518 | +967 | 85.73% | Q4 2025 | Feb 17, 2026 |
| Park Capital Management, LLC / WI | History | Reduced | 2,090 | 606 | 0.43% | 0.5% | 1520 | -40 | -1.88% | Q4 2025 | Jan 20, 2026 |
| Lodestone Wealth Management LLC | History | Added to | 2,085 | 605 | 0.25% | 0.27% | 1521 | +10 | 0.48% | Q4 2025 | Jan 15, 2026 |
| HSBC HOLDINGS PLC | History | New | 2,080 | 603 | 0.0% | — | 1522 | +2,080 | New | Q4 2025 | Mar 20, 2026 |
| Trust Point Inc. | History | Reduced | 2,078 | 603 | 0.05% | 0.05% | 1523 | -190 | -8.38% | Q4 2025 | Jan 13, 2026 |
| Novak & Powell Financial Services, Inc. | History | Reduced | 2,078 | 603 | 0.31% | 0.32% | 1524 | -9 | -0.43% | Q4 2025 | Feb 10, 2026 |
| Unified Investment Management | History | No change | 2,081 | 603 | 0.6% | 0.61% | 1525 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Human Investing LLC | History | Added to | 2,075 | 602 | 0.09% | 0.08% | 1527 | +279 | 15.53% | Q4 2025 | Jan 27, 2026 |
| Grey Ledge Advisors, LLC | History | Added to | 2,075 | 602 | 0.14% | 0.14% | 1526 | +22 | 1.07% | Q4 2025 | Feb 05, 2026 |
| Mengis Capital Management, Inc. | History | Added to | 2,065 | 599 | 0.11% | 0.11% | 1528 | +200 | 10.72% | Q4 2025 | Mar 05, 2026 |
| Mayfair Advisory Group, LLC | History | No change | 2,045 | 598 | 0.23% | 0.26% | 1529 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| ETF Portfolio Partners, Inc. | History | No change | 2,058 | 597 | 0.15% | 0.16% | 1530 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| FC Advisory LLC | History | Added to | 2,051 | 595 | 0.17% | 0.17% | 1531 | +61 | 3.07% | Q4 2025 | Jan 13, 2026 |
| FISCHER INVESTMENT STRATEGIES, LLC | History | Reduced | 2,049 | 594 | 0.35% | 0.63% | 1533 | -1,519 | -42.57% | Q4 2025 | Jan 28, 2026 |
| NOTTINGHAM ADVISORS, INC. | History | Reduced | 2,049 | 594 | 0.08% | 0.09% | 1532 | -150 | -6.82% | Q4 2025 | Jan 26, 2026 |
| EdgeRock Capital LLC | History | Added to | 2,046 | 593 | 0.16% | 0.16% | 1535 | +63 | 3.18% | Q4 2025 | Jan 14, 2026 |
| Geneva Partners, LLC | History | Reduced | 2,045 | 593 | 0.21% | 0.22% | 1534 | -42 | -2.01% | Q4 2025 | Feb 03, 2026 |
| Geometric Wealth Advisors | History | No change | 2,040 | 591 | 0.08% | 0.08% | 1536 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Atala Financial Inc | History | Reduced | 2,034 | 590 | 0.38% | 0.59% | 1539 | -1,150 | -36.12% | Q4 2025 | Jan 23, 2026 |
| Stokes Family Office, LLC | History | Reduced | 2,036 | 590 | 0.05% | 0.07% | 1538 | -392 | -16.14% | Q4 2025 | Feb 18, 2026 |
| Cannell & Spears LLC | History | Added to | 2,034 | 590 | 0.01% | 0.01% | 1537 | +15 | 0.74% | Q4 2025 | Feb 17, 2026 |
| CGN Advisors LLC | History | Reduced | 2,031 | 589 | 0.05% | 0.05% | 1540 | -18 | -0.88% | Q4 2025 | Jan 05, 2026 |
| Physician Wealth Advisors, Inc. | History | Reduced | 2,018 | 585 | 0.08% | 0.1% | 1541 | -278 | -12.11% | Q4 2025 | Jan 29, 2026 |
| OpenArc Corporate Advisory, LLC | History | New | 2,006 | 582 | 0.01% | — | 1542 | +2,006 | New | Q4 2025 | Feb 13, 2026 |
| Golden State Equity Partners | History | Added to | 2,004 | 581 | 0.09% | 0.1% | 1543 | +82 | 4.27% | Q4 2025 | Jan 29, 2026 |
| Octavia Wealth Advisors, LLC | History | Reduced | 1,990 | 577 | 0.06% | 0.06% | 1544 | -200 | -9.13% | Q4 2025 | Jan 23, 2026 |
| Urban Financial Advisory Corp | History | Added to | 1,988 | 576 | 0.23% | 0.26% | 1546 | +64 | 3.33% | Q4 2025 | Feb 04, 2026 |
| Accel Wealth Management | History | Added to | 1,987 | 576 | 0.16% | 0.17% | 1545 | +27 | 1.38% | Q4 2025 | Jan 20, 2026 |
| Old Peak Finance LLC | History | New | 1,979 | 574 | 0.35% | — | 1547 | +1,979 | New | Q4 2025 | Feb 10, 2026 |
| FORTEM FINANCIAL GROUP, LLC | History | Added to | 1,977 | 573 | 0.15% | 0.16% | 1548 | +64 | 3.35% | Q4 2025 | Feb 04, 2026 |
| CORA CAPITAL ADVISORS LLC | History | Added to | 1,966 | 570 | 0.22% | 0.21% | 1550 | +309 | 18.65% | Q4 2025 | Jan 28, 2026 |
| Stone House Investment Management, LLC | History | Reduced | 1,966 | 570 | 0.09% | 0.11% | 1549 | -190 | -8.81% | Q4 2025 | Jan 21, 2026 |
| Gallagher Capital Advisors, LLC | History | Reduced | 1,957 | 569 | 0.37% | 0.47% | 1552 | -849 | -30.26% | Q4 2025 | Feb 12, 2026 |
| Aspen Grove Capital, LLC | History | Added to | 1,961 | 569 | 0.1% | 0.1% | 1551 | +3 | 0.15% | Q4 2025 | Feb 17, 2026 |
| Henrickson Nauta Wealth Advisors, Inc. | History | Added to | 1,900 | 568 | 0.08% | 0.09% | 1553 | +950 | 100.0% | Q4 2025 | Jan 07, 2026 |
| Nautilus Advisors LLC | History | Added to | 1,960 | 568 | 0.37% | 0.39% | 1554 | +2 | 0.1% | Q4 2025 | Jan 22, 2026 |
| FISHMAN JAY A LTD/MI | History | Reduced | 1,952 | 566 | 0.05% | 0.05% | 1555 | -13 | -0.66% | Q4 2025 | Jan 28, 2026 |
| MAGNOLIA CAPITAL MANAGEMENT LTD | History | No change | 1,950 | 566 | 0.42% | 0.44% | 1556 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Stockman Wealth Management, Inc. | History | Added to | 1,936 | 561 | 0.07% | 0.06% | 1557 | +411 | 26.95% | Q4 2025 | Jan 29, 2026 |
| FSM Wealth Advisors, LLC | History | Added to | 1,934 | 561 | 0.08% | 0.07% | 1558 | +284 | 17.21% | Q4 2025 | Jan 23, 2026 |
| WINEBRENNER CAPITAL MANAGEMENT LLC | History | Reduced | 1,931 | 560 | 0.37% | 0.41% | 1559 | -32 | -1.63% | Q4 2025 | Jan 07, 2026 |
| WEBSTER BANK, N. A. | History | Reduced | 1,927 | 559 | 0.05% | 0.06% | 1560 | -180 | -8.54% | Q4 2025 | Jan 23, 2026 |
| Brooklyn Investment Group | History | Added to | 1,908 | 559 | 0.03% | 0.07% | 1561 | +10 | 0.53% | Q4 2025 | Feb 12, 2026 |
| KENNICOTT CAPITAL MANAGEMENT LLC | History | Reduced | 1,925 | 558 | 0.27% | 0.29% | 1562 | -136 | -6.6% | Q4 2025 | Feb 13, 2026 |
| Blake Schutter Theil Wealth Advisors, LLC | History | Added to | 1,917 | 556 | 0.46% | 0.49% | 1563 | +213 | 12.5% | Q4 2025 | Feb 02, 2026 |
| ANCHOR CAPITAL ADVISORS LLC | History | New | 1,908 | 553 | 0.02% | — | 1564 | +1,908 | New | Q4 2025 | Feb 10, 2026 |
| Optivise Advisory Services LLC | History | Added to | 1,908 | 553 | 0.32% | 0.28% | 1566 | +280 | 17.2% | Q4 2025 | Jan 12, 2026 |
| LYELL WEALTH MANAGEMENT, LP | History | No change | 1,908 | 553 | 0.04% | 0.04% | 1565 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Ranch Capital Advisors Inc. | History | Added to | 1,902 | 551 | 0.2% | 0.22% | 1567 | +4 | 0.21% | Q4 2025 | Feb 05, 2026 |
| Ariadne Wealth Management, LP | History | No change | 1,850 | 551 | 0.23% | 0.24% | 1568 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Capital Developers, LLC | History | New | 1,897 | 550 | 0.49% | — | 1569 | +1,897 | New | Q4 2025 | Jan 30, 2026 |
| Orcam Financial Group | History | Reduced | 1,893 | 549 | 0.41% | 0.47% | 1571 | -94 | -4.73% | Q4 2025 | Feb 06, 2026 |
| First Bank & Trust | History | No change | 1,895 | 549 | 0.09% | 0.09% | 1570 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Hoese & Co LLP | History | Added to | 1,890 | 548 | 0.39% | 0.35% | 1572 | +330 | 21.15% | Q4 2025 | Jan 14, 2026 |
| Marion Wealth Management | History | No change | 1,837 | 548 | 0.12% | 0.13% | 1573 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Aspire Growth Partners LLC | History | Added to | 1,888 | 547 | 0.38% | 0.3% | 1575 | +477 | 33.81% | Q4 2025 | Feb 05, 2026 |
| Inman Jager Wealth Management, LLC | History | Reduced | 1,888 | 547 | 0.33% | 0.41% | 1574 | -304 | -13.87% | Q4 2025 | Jan 26, 2026 |
| Goepper Burkhardt LLC | History | Reduced | 1,883 | 546 | 0.18% | 0.2% | 1576 | -124 | -6.18% | Q4 2025 | Feb 09, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | Reduced | 1,876 | 544 | 0.04% | 0.05% | 1577 | -30 | -1.57% | Q4 2025 | Jan 28, 2026 |
| Meridian Wealth Partners, LLC | History | Added to | 1,871 | 543 | 0.07% | 0.07% | 1579 | +108 | 6.13% | Q4 2025 | Feb 13, 2026 |
| HOWARD WEALTH MANAGEMENT, LLC | History | Reduced | 1,871 | 543 | 0.24% | 0.26% | 1578 | -26 | -1.37% | Q4 2025 | Jan 29, 2026 |
| Sterling Financial Planning, Inc. | History | No change | 1,872 | 543 | 0.16% | 0.17% | 1580 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| PETTYJOHN, WOOD & WHITE, INC | History | Added to | 1,869 | 542 | 0.08% | 0.09% | 1581 | +2 | 0.11% | Q4 2025 | Feb 11, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Reduced | 1,864 | 541 | 0.06% | 0.06% | 1583 | -38 | -2.0% | Q4 2025 | Jan 14, 2026 |
| Canandaigua National Trust Co of Florida | History | Reduced | 1,865 | 541 | 0.34% | 0.44% | 1582 | -32 | -1.69% | Q4 2025 | Jan 30, 2026 |
| Slow Capital, Inc. | History | Reduced | 1,864 | 541 | 0.06% | 0.06% | 1585 | -4 | -0.21% | Q4 2025 | Jan 26, 2026 |
| TruNorth Capital Management, LLC | History | No change | 1,866 | 541 | 0.1% | 0.11% | 1584 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Investment Planning Advisors, Inc. | History | Added to | 1,854 | 537 | 0.16% | 0.16% | 1587 | +144 | 8.42% | Q4 2025 | Jan 20, 2026 |
| Waterloo Capital, L.P. | History | Reduced | 1,853 | 537 | 0.04% | 0.04% | 1586 | -3 | -0.16% | Q4 2025 | Feb 10, 2026 |
| GuidedMoney, LLC | History | New | 1,846 | 535 | 0.29% | — | 1589 | +1,846 | New | Q4 2025 | Feb 23, 2026 |
| Jump Financial, LLC | History | New | 1,844 | 535 | 0.01% | — | 1588 | +1,844 | New | Q4 2025 | Feb 17, 2026 |
| Astoria Portfolio Advisors LLC. | History | Added to | 1,773 | 532 | 0.12% | 0.12% | 1590 | +162 | 10.06% | Q4 2025 | Feb 24, 2026 |
| Luminvest Wealth Management LLC | History | Added to | 1,830 | 531 | 0.15% | 0.07% | 1592 | +1,111 | 154.52% | Q4 2025 | Jan 26, 2026 |
| Copia Wealth Management | History | Reduced | 1,832 | 531 | 0.38% | 0.4% | 1593 | -5 | -0.27% | Q4 2025 | Feb 06, 2026 |
| Stonebridge Financial Group, LLC | History | No change | 1,831 | 531 | 0.05% | 0.05% | 1591 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| BURKETT FINANCIAL SERVICES, LLC | History | Reduced | 1,828 | 530 | 0.18% | 0.19% | 1594 | -10 | -0.54% | Q4 2025 | Jan 05, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 1,823 | 529 | 0.16% | 0.44% | 1595 | +298 | 19.54% | Q4 2025 | Feb 17, 2026 |
| BSW Wealth Partners | History | Reduced | 1,821 | 528 | 0.06% | 0.09% | 1596 | -651 | -26.33% | Q4 2025 | Jan 23, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | Added to | 1,815 | 526 | 0.02% | 0.02% | 1597 | +70 | 4.01% | Q4 2025 | Jan 16, 2026 |
| Westmount Partners, LLC | History | Added to | 1,806 | 524 | 0.13% | 0.14% | 1598 | +6 | 0.33% | Q4 2025 | Jan 15, 2026 |
| Live Oak Private Wealth LLC | History | No change | 1,804 | 523 | 0.07% | 0.07% | 1599 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Added to | 1,798 | 522 | 0.08% | 0.07% | 1601 | +392 | 27.88% | Q4 2025 | Feb 17, 2026 |
| WASHINGTON GROWTH STRATEGIES LLC | History | Reduced | 1,800 | 522 | 0.34% | 0.41% | 1602 | -170 | -8.63% | Q4 2025 | Jan 26, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 1,800 | 522 | 0.01% | 0.01% | 1600 | +122 | 7.27% | Q4 2025 | Feb 17, 2026 |
| Financial Partners Group, Inc | History | Added to | 1,757 | 520 | 0.06% | 0.06% | 1603 | +7 | 0.4% | Q4 2025 | Feb 03, 2026 |
| WESTBOURNE INVESTMENTS, INC. | History | Added to | 1,773 | 514 | 0.24% | 0.25% | 1604 | +2 | 0.11% | Q4 2025 | Jan 22, 2026 |
| Opus Financial Solutions LLC | History | New | 1,769 | 513 | 0.48% | — | 1605 | +1,769 | New | Q4 2025 | Feb 17, 2026 |
| AM INVESTMENT STRATEGIES LLC | History | New | 1,761 | 511 | 0.11% | — | 1606 | +1,761 | New | Q4 2025 | Feb 05, 2026 |
| Premier Path Wealth Partners, LLC | History | New | 1,757 | 509 | 0.07% | — | 1608 | +1,757 | New | Q4 2025 | Jan 22, 2026 |
| Sightline Wealth Advisors, LLC | History | Reduced | 1,755 | 509 | 0.22% | 0.27% | 1607 | -285 | -13.97% | Q4 2025 | Jan 26, 2026 |
| Grantvest Financial Group LLC | History | Reduced | 1,756 | 509 | 0.33% | 0.36% | 1609 | -20 | -1.13% | Q4 2025 | Feb 02, 2026 |
| HBK Sorce Advisory LLC | History | Reduced | 1,690 | 508 | 0.01% | 0.01% | 1610 | -85 | -4.79% | Q4 2025 | Feb 09, 2026 |
| NorthLanding Financial Partners, LLC | History | Reduced | 1,752 | 508 | 0.41% | 0.43% | 1611 | -13 | -0.74% | Q4 2025 | Jan 26, 2026 |
| Acorn Wealth Advisors, LLC | History | Reduced | 1,750 | 507 | 0.15% | 0.17% | 1613 | -93 | -5.05% | Q4 2025 | Feb 10, 2026 |
| CAPITAL CITY TRUST CO/FL | History | No change | 1,750 | 507 | 0.11% | 0.13% | 1612 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Shira Ridge Wealth Management | History | Reduced | 1,744 | 506 | 0.2% | 0.22% | 1615 | -28 | -1.58% | Q4 2025 | Jan 12, 2026 |
| Tradewinds Capital Management, LLC | History | Added to | 1,747 | 506 | 0.11% | 0.11% | 1614 | +13 | 0.75% | Q4 2025 | Jan 14, 2026 |
| Huntleigh Advisors, Inc. | History | Reduced | 1,743 | 505 | 0.09% | 0.09% | 1616 | -22 | -1.25% | Q4 2025 | Jan 29, 2026 |
| DAVIS R M INC | History | No change | 1,739 | 504 | 0.01% | 0.01% | 1617 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Verum Partners LLC | History | Added to | 1,736 | 503 | 0.1% | 0.11% | 1618 | +8 | 0.46% | Q4 2025 | Jan 14, 2026 |
| Chicago Capital, LLC | History | Reduced | 1,731 | 502 | 0.01% | 0.01% | 1619 | -149 | -7.93% | Q4 2025 | Jan 26, 2026 |
| Hutchens & Kramer Investment Management Group, LLC | History | Reduced | 1,728 | 501 | 0.17% | 0.22% | 1620 | -199 | -10.33% | Q4 2025 | Jan 08, 2026 |
| Indiana Trust & Investment Management Co | History | No change | 1,726 | 500 | 0.15% | 0.15% | 1621 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Capital Investment Counsel, LLC | History | New | 1,721 | 499 | 0.07% | — | 1622 | +1,721 | New | Q4 2025 | Feb 02, 2026 |
| Everstar Asset Management, LLC | History | No change | 1,715 | 497 | 0.27% | 0.29% | 1623 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Accretive Wealth Partners, LLC | History | No change | 1,712 | 496 | 0.15% | 0.15% | 1624 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Hardy Reed LLC | History | Reduced | 1,700 | 493 | 0.04% | 0.04% | 1625 | -4 | -0.23% | Q4 2025 | Feb 06, 2026 |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | History | No change | 1,699 | 493 | 0.12% | 0.12% | 1626 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Hickory Point Bank & Trust | History | No change | 1,700 | 493 | 0.36% | 0.37% | 1627 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| CPC Advisors, LLC | History | Added to | 1,697 | 492 | 0.05% | 0.05% | 1628 | +13 | 0.77% | Q4 2025 | Jan 28, 2026 |
| CHANNEL WEALTH LLC | History | Reduced | 1,692 | 491 | 0.12% | 0.16% | 1630 | -302 | -15.15% | Q4 2025 | Feb 03, 2026 |
| PRIVATE MANAGEMENT GROUP INC | History | No change | 1,692 | 491 | 0.01% | 0.01% | 1629 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Heirloom Wealth Management | History | Added to | 1,690 | 490 | 0.11% | 0.12% | 1631 | +38 | 2.3% | Q4 2025 | Jan 15, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 1,685 | 489 | 0.02% | 0.02% | 1632 | +105 | 6.65% | Q4 2025 | Feb 13, 2026 |
| GHP Investment Advisors, Inc. | History | Reduced | 1,682 | 488 | 0.02% | 0.02% | 1633 | -44 | -2.55% | Q4 2025 | Jan 27, 2026 |
| Asempa Wealth Advisors | History | New | 1,679 | 487 | 0.42% | — | 1635 | +1,679 | New | Q4 2025 | Jan 08, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Reduced | 1,681 | 487 | 0.01% | 0.02% | 1634 | -176 | -9.48% | Q4 2025 | Feb 13, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Reduced | 1,669 | 484 | 0.02% | 0.02% | 1636 | -22 | -1.3% | Q4 2025 | Feb 13, 2026 |
| CATALYST FINANCIAL PARTNERS LLC | History | Reduced | 1,671 | 484 | 0.05% | 0.06% | 1637 | -10 | -0.59% | Q4 2025 | Feb 04, 2026 |
| CLIENT 1ST ADVISORY GROUP, LLC | History | Added to | 1,661 | 482 | 0.15% | 0.13% | 1638 | +303 | 22.31% | Q4 2025 | Jan 12, 2026 |
| Bison Wealth, LLC | History | New | 1,687 | 480 | 0.05% | — | 1639 | +1,687 | New | Q4 2025 | Mar 24, 2026 |
| marrick wealth, LLC | History | New | 1,657 | 480 | 0.39% | — | 1640 | +1,657 | New | Q4 2025 | Feb 13, 2026 |
| Signature Equity Partners, LLC | History | New | 1,648 | 478 | 0.26% | — | 1643 | +1,648 | New | Q4 2025 | Feb 17, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | No change | 1,649 | 478 | 0.04% | 0.04% | 1641 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| TOWNSQUARE CAPITAL LLC | History | No change | 1,650 | 478 | 0.11% | 0.07% | 1642 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Newport Capital Group, LLC | History | Added to | 1,646 | 477 | 0.29% | 0.3% | 1644 | +1 | 0.06% | Q4 2025 | Feb 13, 2026 |
| Measured Wealth Private Client Group, LLC | History | Reduced | 1,642 | 476 | 0.13% | 0.33% | 1646 | -2,542 | -60.76% | Q4 2025 | Feb 10, 2026 |
| Avestar Capital, LLC | History | Added to | 1,642 | 476 | 0.03% | 0.03% | 1645 | +4 | 0.24% | Q4 2025 | Feb 10, 2026 |
| Jefferson Bridge Capital, LLC | History | New | 1,638 | 475 | 0.48% | — | 1647 | +1,638 | New | Q4 2025 | Jan 21, 2026 |
| NORRIS PERNE & FRENCH LLP/MI | History | Added to | 1,630 | 473 | 0.03% | 0.02% | 1649 | +618 | 61.07% | Q4 2025 | Jan 23, 2026 |
| Fort Sheridan Advisors LLC | History | Reduced | 1,633 | 473 | 0.06% | 0.09% | 1650 | -612 | -27.26% | Q4 2025 | Feb 10, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | Reduced | 1,630 | 473 | 0.01% | 0.01% | 1648 | -170 | -9.44% | Q4 2025 | Jan 13, 2026 |
| E6 Portfolios, LLC | History | New | 1,625 | 471 | 0.54% | — | 1651 | +1,625 | New | Q4 2025 | Feb 13, 2026 |
| RVW Wealth, LLC | History | No change | 1,622 | 470 | 0.04% | 0.04% | 1652 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Marshall Financial Group, LLC | History | Reduced | 1,619 | 469 | 0.09% | 0.11% | 1653 | -351 | -17.82% | Q4 2025 | Jan 09, 2026 |
| Washington Trust Advisors, Inc. | History | Added to | 1,616 | 469 | 0.04% | 0.03% | 1654 | +76 | 4.94% | Q4 2025 | Feb 03, 2026 |
| Cove Private Wealth, LLC | History | No change | 1,600 | 464 | 0.14% | 0.15% | 1655 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| River Wealth Advisors LLC | History | Reduced | 1,596 | 463 | 0.05% | 0.06% | 1656 | -31 | -1.91% | Q4 2025 | Feb 13, 2026 |
| Crews Bank & Trust | History | Added to | 1,592 | 462 | 0.07% | 0.05% | 1657 | +533 | 50.33% | Q4 2025 | Jan 21, 2026 |
| Prosperity Advisers, LLC | History | New | 1,591 | 461 | 0.38% | — | 1660 | +1,591 | New | Q4 2025 | Jan 23, 2026 |
| SIGMA INVESTMENT COUNSELORS INC | History | No change | 1,592 | 461 | 0.02% | 0.02% | 1658 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Cladis Investment Advisory, LLC | History | No change | 1,590 | 461 | 0.25% | 0.27% | 1659 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| NORTH STAR ASSET MANAGEMENT INC | History | Reduced | 1,585 | 459 | 0.02% | 0.02% | 1661 | -100 | -5.93% | Q4 2025 | Feb 09, 2026 |
| FAIRFIELD, BUSH & CO. | History | Reduced | 1,582 | 459 | 0.24% | 0.24% | 1662 | -31 | -1.92% | Q4 2025 | Feb 13, 2026 |
| GDS Wealth Management | History | Reduced | 1,580 | 458 | 0.03% | 0.03% | 1663 | -34 | -2.11% | Q4 2025 | Feb 02, 2026 |
| Allred Capital Management, LLC | History | Added to | 1,577 | 457 | 0.17% | 0.16% | 1664 | +2 | 0.13% | Q4 2025 | Feb 10, 2026 |
| LMG Wealth Partners, LLC | History | Added to | 1,573 | 456 | 0.09% | 0.06% | 1665 | +491 | 45.38% | Q4 2025 | Feb 02, 2026 |
| MontVue Capital Management, Inc. | History | No change | 1,571 | 455 | 0.3% | 0.31% | 1666 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| EQUITABLE TRUST CO | History | Reduced | 1,567 | 454 | 0.02% | 0.02% | 1667 | -78 | -4.74% | Q4 2025 | Feb 02, 2026 |
| Covestor Ltd | History | Added to | 1,565 | 454 | 0.24% | 0.24% | 1668 | +59 | 3.92% | Q4 2025 | Feb 06, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | Added to | 1,562 | 453 | 0.17% | 0.19% | 1669 | +35 | 2.29% | Q4 2025 | Jan 27, 2026 |
| Opus Capital Group, LLC | History | Reduced | 1,551 | 450 | 0.05% | 0.05% | 1670 | -72 | -4.44% | Q4 2025 | Jan 30, 2026 |
| Clearstead Trust, LLC | History | Added to | 1,543 | 447 | 0.07% | 0.07% | 1671 | +54 | 3.63% | Q4 2025 | Feb 09, 2026 |
| Gouws Capital LLC | History | No change | 1,541 | 447 | 0.24% | 0.25% | 1672 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Clarkston Capital Partners, LLC | History | New | 1,540 | 446 | 0.01% | — | 1673 | +1,540 | New | Q4 2025 | Feb 13, 2026 |
| Pursuit Wealth Management LLC | History | New | 1,538 | 446 | 0.38% | — | 1676 | +1,538 | New | Q4 2025 | Jan 26, 2026 |
| Joseph P. Lucia & Associates, LLC | History | Reduced | 1,540 | 446 | 0.16% | 0.18% | 1674 | -40 | -2.53% | Q4 2025 | Jan 28, 2026 |
| Granite Harbor Advisors, Inc. | History | No change | 1,538 | 446 | 0.19% | 0.19% | 1675 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| MYECFO, LLC | History | Reduced | 1,530 | 444 | 0.19% | 0.22% | 1679 | -140 | -8.38% | Q4 2025 | Jan 12, 2026 |
| InTrack Investment Management Inc | History | Reduced | 1,531 | 444 | 0.25% | 0.29% | 1678 | -97 | -5.96% | Q4 2025 | Jan 14, 2026 |
| PATTEN & PATTEN INC/TN | History | No change | 1,532 | 444 | 0.03% | 0.03% | 1677 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Reduced | 1,529 | 443 | 0.05% | 0.06% | 1680 | -19 | -1.23% | Q4 2025 | Jan 09, 2026 |
| Hardin Capital Partners, LLC | History | Added to | 1,524 | 442 | 0.21% | 0.24% | 1682 | +3 | 0.2% | Q4 2025 | Jan 09, 2026 |
| McCollum Christoferson Group LLC | History | No change | 1,523 | 442 | 0.13% | 0.13% | 1681 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| KAVAR CAPITAL PARTNERS GROUP, LLC | History | Added to | 1,520 | 441 | 0.06% | 0.05% | 1683 | +115 | 8.19% | Q4 2025 | Jan 20, 2026 |
| M1 Capital Management LLC | History | No change | 1,523 | 441 | 0.18% | 0.19% | 1684 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| RETIREMENT FINANCIAL SOLUTIONS, LLC | History | New | 1,519 | 440 | 0.13% | — | 1686 | +1,519 | New | Q4 2025 | Feb 13, 2026 |
| Pacific Sage Partners, LLC | History | Added to | 1,518 | 440 | 0.07% | 0.07% | 1685 | +67 | 4.62% | Q4 2025 | Jan 16, 2026 |
| Allodium Investment Consultants, LLC | History | Reduced | 1,515 | 439 | 0.22% | 0.27% | 1687 | -90 | -5.61% | Q4 2025 | Jan 14, 2026 |
| Tempo Wealth, LLC | History | New | 1,510 | 438 | 0.08% | — | 1689 | +1,510 | New | Q4 2025 | Feb 25, 2026 |
| Sage Financial Management Group, Inc. | History | Added to | 1,512 | 438 | 0.13% | 0.13% | 1688 | +167 | 12.42% | Q4 2025 | Feb 05, 2026 |
| MLP3, LLC | History | New | 1,495 | 433 | 0.47% | — | 1692 | +1,495 | New | Q4 2025 | Feb 13, 2026 |
| FourThought Financial Partners, LLC | History | Added to | 1,495 | 433 | 0.04% | 0.03% | 1690 | +488 | 48.46% | Q4 2025 | Feb 06, 2026 |
| Serenus Wealth Advisors, LLC | History | No change | 1,495 | 433 | 0.08% | 0.07% | 1691 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Polaris Investment Advisors, LLC | History | New | 1,488 | 431 | 0.31% | — | 1694 | +1,488 | New | Q4 2025 | Jan 15, 2026 |
| Asset Allocation & Management Company, LLC | History | No change | 1,486 | 431 | 0.17% | 0.18% | 1693 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Quadcap Wealth Management, LLC | History | Added to | 1,483 | 430 | 0.05% | 0.05% | 1695 | +1 | 0.07% | Q4 2025 | Jan 29, 2026 |
| Strid Group, LLC | History | New | 1,480 | 429 | 0.05% | — | 1696 | +1,480 | New | Q4 2025 | Jan 26, 2026 |
| SEMITAM BONAM LLC | History | Added to | 1,477 | 428 | 0.36% | 0.37% | 1697 | +48 | 3.36% | Q4 2025 | Jan 20, 2026 |
| EPG Wealth Management LLC | History | Reduced | 1,473 | 427 | 0.11% | 0.12% | 1699 | -3 | -0.2% | Q4 2025 | Jan 28, 2026 |
| WATERS PARKERSON & CO., LLC | History | No change | 1,472 | 427 | 0.02% | 0.02% | 1698 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Madison Wealth Partners, Inc | History | Added to | 1,465 | 425 | 0.08% | 0.08% | 1700 | +89 | 6.47% | Q4 2025 | Feb 10, 2026 |
| ELEMENT POINTE ADVISORS, LLC | History | New | 1,464 | 424 | 0.08% | — | 1701 | +1,464 | New | Q4 2025 | Feb 13, 2026 |
| Wealthcare Capital Partners, LLC | History | Reduced | 1,458 | 423 | 0.2% | 0.2% | 1702 | -2 | -0.14% | Q4 2025 | Jan 14, 2026 |
| ARTHUR M. COHEN & ASSOCIATES, LLC | History | No change | 1,452 | 421 | 0.07% | 0.07% | 1703 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Edge Financial Advisors LLC | History | Added to | 1,448 | 420 | 0.18% | 0.19% | 1704 | +10 | 0.7% | Q4 2025 | Jan 28, 2026 |
| Monetary Solutions, Ltd | History | New | 1,446 | 419 | 0.41% | — | 1706 | +1,446 | New | Q4 2025 | Feb 23, 2026 |
| 55 North Private Wealth, LLC | History | New | 1,444 | 419 | 0.11% | — | 1705 | +1,444 | New | Q4 2025 | Jan 27, 2026 |
| RAM Investment Partners, LLC | History | Reduced | 1,437 | 417 | 0.08% | 0.08% | 1707 | -2 | -0.14% | Q4 2025 | Feb 12, 2026 |
| Thrive Wealth Management, LLC | History | Added to | 1,433 | 416 | 0.06% | 0.04% | 1708 | +513 | 55.76% | Q4 2025 | Jan 12, 2026 |
| TILIA FIDUCIARY PARTNERS, INC. | History | Added to | 1,432 | 415 | 0.23% | 0.21% | 1710 | +187 | 15.02% | Q4 2025 | Jan 12, 2026 |
| Venturi Wealth Management, LLC | History | Reduced | 1,433 | 415 | 0.02% | 0.02% | 1709 | -32 | -2.18% | Q4 2025 | Jan 22, 2026 |
| VERITY Wealth Advisors | History | Added to | 1,428 | 414 | 0.26% | 0.26% | 1711 | +7 | 0.49% | Q4 2025 | Jan 07, 2026 |
| Northeast Financial Group, Inc. | History | Reduced | 1,425 | 413 | 0.09% | 0.11% | 1712 | -11 | -0.77% | Q4 2025 | Feb 17, 2026 |
| Amicus Financial Advisors, LLC | History | New | 1,422 | 412 | 0.11% | — | 1715 | +1,422 | New | Q4 2025 | Mar 02, 2026 |
| Tower View Wealth Management LLC | History | Added to | 1,422 | 412 | 0.2% | 0.21% | 1713 | +11 | 0.78% | Q4 2025 | Jan 23, 2026 |
| Berger Financial Group, Inc | History | Added to | 1,420 | 412 | 0.02% | 0.02% | 1714 | +1 | 0.07% | Q4 2025 | Jan 27, 2026 |
| POTENTIA WEALTH | History | No change | 1,415 | 410 | 0.15% | 0.16% | 1716 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Gibbs Wealth Management | History | No change | 1,373 | 410 | 0.1% | 0.09% | 1717 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | New | 1,412 | 409 | 0.0% | — | 1718 | +1,412 | New | Q4 2025 | Feb 17, 2026 |
| Redwood Financial Network Corp | History | Reduced | 1,409 | 409 | 0.26% | 0.3% | 1719 | -214 | -13.19% | Q4 2025 | Feb 10, 2026 |
| Abound Wealth Management | History | Added to | 1,408 | 408 | 0.1% | 0.09% | 1721 | +120 | 9.32% | Q4 2025 | Jan 12, 2026 |
| Smith Salley Wealth Management | History | No change | 1,407 | 408 | 0.02% | 0.02% | 1720 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Bank of Jackson Hole Trust | History | No change | 1,408 | 408 | 0.19% | 0.21% | 1722 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Canvas Wealth Advisors, LLC | History | Reduced | 1,399 | 405 | 0.07% | 0.08% | 1723 | -20 | -1.41% | Q4 2025 | Jan 12, 2026 |
| Evolution Advisers, Inc. | History | No change | 1,394 | 404 | 0.17% | 0.18% | 1724 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| M.E. ALLISON & CO., INC. | History | Added to | 1,392 | 403 | 0.27% | 0.18% | 1725 | +515 | 58.72% | Q4 2025 | Jan 12, 2026 |
| WIMMER ASSOCIATES 1, LLC | History | No change | 1,389 | 403 | 0.19% | 0.2% | 1726 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Intelligence Driven Advisers, LLC | History | New | 1,388 | 402 | 0.06% | — | 1729 | +1,388 | New | Q4 2025 | Jan 23, 2026 |
| MCDONALD PARTNERS LLC | History | Added to | 1,387 | 402 | 0.13% | 0.11% | 1727 | +92 | 7.1% | Q4 2025 | Feb 02, 2026 |
| Alta Wealth Advisors LLC | History | Added to | 1,386 | 402 | 0.13% | 0.15% | 1730 | +5 | 0.36% | Q4 2025 | Feb 03, 2026 |
| Radnor Capital Management, LLC | History | No change | 1,388 | 402 | 0.06% | 0.06% | 1728 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Granite FO LLC | History | No change | 1,385 | 401 | 0.21% | 0.22% | 1731 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| LifeGuide Financial Advisors, LLC | History | No change | 1,364 | 399 | 0.13% | 0.14% | 1732 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| WealthShield Partners, LLC | History | Added to | 1,372 | 398 | 0.04% | 0.04% | 1734 | +224 | 19.51% | Q4 2025 | Feb 03, 2026 |
| MERITAGE PORTFOLIO MANAGEMENT | History | Added to | 1,374 | 398 | 0.03% | 0.03% | 1733 | +5 | 0.37% | Q4 2025 | Jan 27, 2026 |
| Bogart Wealth, LLC | History | Reduced | 1,370 | 397 | 0.02% | 0.02% | 1736 | -18 | -1.3% | Q4 2025 | Jan 30, 2026 |
| 1ST SOURCE BANK | History | No change | 1,371 | 397 | 0.02% | 0.02% | 1735 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| FRG Family Wealth Advisors LLC | History | No change | 1,369 | 397 | 0.06% | 0.06% | 1737 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | New | 1,367 | 396 | 0.05% | — | 1740 | +1,367 | New | Q4 2025 | Feb 04, 2026 |
| S&T BANK/PA | History | Reduced | 1,365 | 396 | 0.13% | 0.11% | 1738 | -21 | -1.52% | Q4 2025 | Feb 13, 2026 |
| Westside Investment Management, Inc. | History | No change | 1,366 | 396 | 0.06% | 0.06% | 1739 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| L.K. Benson & Company, P.C. | History | Reduced | 1,362 | 395 | 0.2% | 0.28% | 1742 | -404 | -22.88% | Q4 2025 | Feb 06, 2026 |
| PTM WEALTH MANAGEMENT, LLC | History | Added to | 1,335 | 395 | 0.22% | 0.2% | 1743 | +221 | 19.84% | Q4 2025 | Jan 09, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Reduced | 1,361 | 395 | 0.09% | 0.1% | 1741 | -1 | -0.07% | Q4 2025 | Jan 09, 2026 |
| Collaborative Wealth Managment Inc. | History | New | 1,359 | 394 | 0.14% | — | 1745 | +1,359 | New | Q4 2025 | Feb 09, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Added to | 1,358 | 394 | 0.13% | 0.08% | 1744 | +538 | 65.61% | Q4 2025 | Jan 23, 2026 |
| Grove Street Fiduciary, LLC | History | No change | 1,358 | 394 | 0.16% | 0.19% | 1746 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| JIM SAULNIER & ASSOCIATES, LLC | History | Added to | 1,356 | 393 | 0.2% | 0.18% | 1749 | +230 | 20.43% | Q4 2025 | Jan 29, 2026 |
| Willis Johnson & Associates, Inc. | History | Reduced | 1,355 | 393 | 0.02% | 0.03% | 1748 | -69 | -4.85% | Q4 2025 | Jan 22, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | Reduced | 1,355 | 393 | 0.17% | 0.17% | 1747 | -7 | -0.51% | Q4 2025 | Jan 30, 2026 |
| Tortoise Investment Management, LLC | History | Added to | 1,354 | 392 | 0.03% | 0.03% | 1750 | +380 | 39.01% | Q4 2025 | Feb 06, 2026 |
| Wayfinding Financial, LLC | History | No change | 1,352 | 392 | 0.17% | 0.17% | 1751 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Clark Asset Management, LLC | History | Reduced | 1,347 | 390 | 0.04% | 0.07% | 1752 | -734 | -35.27% | Q4 2025 | Jan 27, 2026 |
| Strategic Financial Services, Inc. | History | No change | 1,290 | 388 | 0.02% | 0.02% | 1753 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Cynosure Group, LLC | History | Added to | 1,333 | 386 | 0.04% | 0.04% | 1754 | +1 | 0.08% | Q4 2025 | Feb 17, 2026 |
| Prepared Retirement Institute LLC | History | Added to | 1,333 | 386 | 0.19% | 0.2% | 1755 | +1 | 0.08% | Q4 2025 | Jan 29, 2026 |
| WealthCare Investment Partners, LLC | History | Added to | 1,316 | 385 | 0.11% | 0.11% | 1756 | +130 | 10.96% | Q4 2025 | Jan 06, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Reduced | 7,035 | 384 | 0.08% | 0.08% | 1757 | -27 | -0.38% | Q4 2025 | Jan 16, 2026 |
| AVAII WEALTH MANAGEMENT, LLC | History | No change | 1,314 | 381 | 0.14% | 0.15% | 1758 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| OPAL CAPITAL LLC | History | New | 1,380 | 380 | 0.09% | — | 1759 | +1,380 | New | Q4 2025 | Feb 17, 2026 |
| BFSG, LLC | History | Reduced | 1,308 | 379 | 0.04% | 0.04% | 1760 | -174 | -11.74% | Q4 2025 | Jan 22, 2026 |
| Powerhouse Assets LLC | History | New | 1,306 | 378 | 0.33% | — | 1761 | +1,306 | New | Q4 2025 | Jan 15, 2026 |
| One Day In July LLC | History | Added to | 1,305 | 378 | 0.03% | 0.03% | 1762 | +203 | 18.42% | Q4 2025 | Feb 04, 2026 |
| MTM Investment Management, LLC | History | Added to | 1,302 | 377 | 0.12% | 0.12% | 1763 | +63 | 5.08% | Q4 2025 | Feb 09, 2026 |
| Capstone Wealth Management Group LLC | History | Added to | 1,302 | 377 | 0.23% | 0.24% | 1764 | +2 | 0.15% | Q4 2025 | Jan 09, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 1,297 | 376 | 0.05% | 0.06% | 1765 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Trace Wealth Advisors, LLC | History | No change | 1,299 | 376 | 0.27% | 0.28% | 1766 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Proficio Capital Partners LLC | History | Added to | 1,293 | 375 | 0.03% | 0.02% | 1767 | +165 | 14.63% | Q4 2025 | Feb 12, 2026 |
| VESTOR CAPITAL, LLC | History | Reduced | 689 | 374 | 0.03% | 0.02% | 1768 | -601 | -46.59% | Q4 2025 | Feb 11, 2026 |
| COLUMBIA ADVISORY PARTNERS LLC | History | Added to | 1,289 | 374 | 0.25% | 0.22% | 1769 | +199 | 18.26% | Q4 2025 | Jan 22, 2026 |
| Ipsen Advisor Group LLC | History | Reduced | 1,286 | 373 | 0.27% | 0.28% | 1770 | -52 | -3.89% | Q4 2025 | Feb 11, 2026 |
| Wick Capital Partners, LLC | History | No change | 1,284 | 372 | 0.07% | 0.09% | 1771 | 0 | 0.0% | Q4 2025 | Mar 02, 2026 |
| Morton Capital Management LLC/CA | History | No change | 1,283 | 372 | 0.06% | 0.06% | 1772 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Elgethun Capital Management | History | New | 1,281 | 371 | 0.06% | — | 1773 | +1,281 | New | Q4 2025 | Feb 10, 2026 |
| Blue Water Asset Management | History | New | 1,274 | 369 | 0.13% | — | 1775 | +1,274 | New | Q4 2025 | Feb 05, 2026 |
| Mathes Company, Inc. | History | No change | 1,270 | 369 | 0.13% | 0.13% | 1774 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Investment Partners Asset Management, Inc. | History | Reduced | 1,271 | 368 | 0.23% | 0.3% | 1776 | -258 | -16.87% | Q4 2025 | Jan 15, 2026 |
| Falcon Wealth Planning | History | Reduced | 1,271 | 368 | 0.03% | 0.03% | 1777 | -15 | -1.17% | Q4 2025 | Feb 03, 2026 |
| Columbia Bank | History | No change | 1,270 | 368 | 0.1% | 0.1% | 1778 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | History | Added to | 1,266 | 367 | 0.01% | 0.01% | 1779 | +50 | 4.11% | Q4 2025 | Feb 11, 2026 |
| Seneca Financial Advisors LLC | History | No change | 1,267 | 367 | 0.11% | 0.12% | 1780 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Claro Advisors Inc. | History | Reduced | 1,256 | 364 | 0.05% | 0.06% | 1782 | -203 | -13.91% | Q4 2025 | Feb 17, 2026 |
| WHALEROCK POINT PARTNERS, LLC | History | No change | 1,255 | 364 | 0.07% | 0.07% | 1781 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Austin Wealth Management, LLC | History | Reduced | 1,223 | 363 | 0.05% | 0.08% | 1783 | -507 | -29.31% | Q4 2025 | Jan 26, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 1,241 | 360 | 0.04% | 0.04% | 1784 | +342 | 38.04% | Q4 2025 | Feb 11, 2026 |
| Shared Vision Wealth Group LLC | History | No change | 1,200 | 359 | 0.15% | 0.15% | 1785 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| United Advisor Group, LLC | History | Reduced | 1,236 | 358 | 0.04% | 0.05% | 1786 | -26 | -2.06% | Q4 2025 | Jan 26, 2026 |
| TRUSTCO BANK CORP N Y | History | No change | 1,233 | 357 | 0.32% | 0.33% | 1787 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Argent Advisors, Inc. | History | No change | 1,232 | 357 | 0.1% | 0.11% | 1788 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| David J Yvars Group | History | No change | 1,228 | 356 | 0.19% | 0.19% | 1789 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Ally Invest Advisors Inc. | History | Added to | 1,227 | 355 | 0.02% | 0.03% | 1790 | +32 | 2.68% | Q4 2025 | Feb 13, 2026 |
| Regent Peak Wealth Advisors LLC | History | Added to | 1,223 | 355 | 0.07% | 0.07% | 1791 | +1 | 0.08% | Q4 2025 | Jan 08, 2026 |
| Breachway Investments LLC | History | New | 1,223 | 354 | 0.37% | — | 1794 | +1,223 | New | Q4 2025 | Jan 27, 2026 |
| Olistico Wealth, LLC | History | Reduced | 1,221 | 354 | 0.17% | 0.25% | 1793 | -367 | -23.11% | Q4 2025 | Jan 13, 2026 |
| Aviance Capital Partners, LLC | History | No change | 1,223 | 354 | 0.04% | 0.04% | 1792 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Financially in Tune, LLC | History | New | 1,216 | 352 | 0.33% | — | 1795 | +1,216 | New | Q4 2025 | Feb 27, 2026 |
| Invst, LLC | History | Added to | 1,212 | 351 | 0.04% | 0.03% | 1796 | +449 | 58.85% | Q4 2025 | Feb 11, 2026 |
| PCG ASSET MANAGEMENT, LLC | History | Added to | 1,206 | 351 | 0.28% | 0.27% | 1797 | +73 | 6.44% | Q4 2025 | Feb 12, 2026 |
| Approach Retirement Advisors, LLC | History | New | 1,208 | 350 | 0.3% | — | 1798 | +1,208 | New | Q4 2025 | Jan 29, 2026 |
| Shepherd Financial Partners LLC | History | Reduced | 1,203 | 349 | 0.03% | 0.04% | 1799 | -348 | -22.44% | Q4 2025 | Feb 10, 2026 |
| One Wealth Management Investment & Advisory Services, LLC | History | No change | 1,201 | 348 | 0.38% | 0.41% | 1800 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Grunden Financial Advisory, Inc. | History | No change | 1,200 | 348 | 0.14% | 0.14% | 1801 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| CAMBRIDGE CAPITAL MANAGEMENT, LLC | History | Added to | 1,197 | 347 | 0.16% | 0.17% | 1802 | +2 | 0.17% | Q4 2025 | Jan 28, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 1,193 | 346 | 0.0% | 0.0% | 1804 | -508 | -29.86% | Q4 2025 | Jan 27, 2026 |
| YHB Investment Advisors, Inc. | History | No change | 1,195 | 346 | 0.02% | 0.03% | 1803 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| GREENWOOD CAPITAL ASSOCIATES LLC | History | Added to | 1,192 | 345 | 0.04% | 0.03% | 1805 | +242 | 25.47% | Q4 2025 | Jan 26, 2026 |
| Legacy Financial Advisors, Inc. | History | Added to | 1,190 | 345 | 0.05% | 0.04% | 1806 | +145 | 13.88% | Q4 2025 | Feb 04, 2026 |
| Providence Capital Advisors, LLC | History | Reduced | 1,187 | 344 | 0.06% | 0.06% | 1809 | -35 | -2.86% | Q4 2025 | Feb 12, 2026 |
| Private Wealth Partners, LLC | History | No change | 1,188 | 344 | 0.02% | 0.02% | 1807 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| HT Partners LLC | History | No change | 1,186 | 344 | 0.1% | 0.11% | 1808 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| SYM FINANCIAL Corp | History | Added to | 1,177 | 341 | 0.04% | 0.04% | 1810 | +42 | 3.7% | Q4 2025 | Feb 13, 2026 |
| First Financial Bank - Trust Division | History | Reduced | 1,177 | 341 | 0.03% | 0.03% | 1811 | -40 | -3.29% | Q4 2025 | Jan 02, 2026 |
| Citizens National Bank Trust Department | History | No change | 1,177 | 341 | 0.06% | 0.06% | 1812 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| UNIVEST FINANCIAL Corp | History | Reduced | 1,173 | 340 | 0.02% | 0.02% | 1813 | -162 | -12.13% | Q4 2025 | Feb 04, 2026 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | History | No change | 1,173 | 340 | 0.11% | 0.12% | 1814 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Moment Partners, LLC | History | Reduced | 1,169 | 339 | 0.07% | 0.11% | 1815 | -900 | -43.5% | Q4 2025 | Feb 10, 2026 |
| CAHABA WEALTH MANAGEMENT, INC. | History | Reduced | 1,166 | 338 | 0.02% | 0.03% | 1816 | -61 | -4.97% | Q4 2025 | Jan 07, 2026 |
| Sonoma Private Wealth LLC | History | Added to | 1,167 | 338 | 0.41% | 0.4% | 1819 | +25 | 2.19% | Q4 2025 | Feb 17, 2026 |
| DGS Capital Management, LLC | History | Added to | 1,165 | 338 | 0.06% | 0.06% | 1818 | +9 | 0.78% | Q4 2025 | Feb 24, 2026 |
| PENOBSCOT WEALTH MANAGEMENT | History | Added to | 1,167 | 338 | 0.1% | 0.11% | 1817 | +8 | 0.69% | Q4 2025 | Feb 12, 2026 |
| Trust Co | History | Added to | 1,164 | 337 | 0.03% | 0.02% | 1821 | +354 | 43.7% | Q4 2025 | Jan 15, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | Reduced | 1,162 | 337 | 0.06% | 0.06% | 1820 | -287 | -19.81% | Q4 2025 | Feb 02, 2026 |
| Prosperity Planning, Inc. | History | No change | 1,163 | 337 | 0.09% | 0.09% | 1822 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Strategic Advisors LLC | History | Reduced | 1,159 | 336 | 0.05% | 0.13% | 1823 | -1,494 | -56.31% | Q4 2025 | Feb 10, 2026 |
| COMMONS CAPITAL, LLC | History | New | 1,156 | 335 | 0.22% | — | 1826 | +1,156 | New | Q4 2025 | Jan 05, 2026 |
| BRAUN STACEY ASSOCIATES INC | History | Reduced | 1,155 | 335 | 0.01% | 0.01% | 1824 | -72 | -5.87% | Q4 2025 | Jan 20, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | No change | 1,155 | 335 | 0.0% | 0.0% | 1825 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| XTX Topco Ltd | History | New | 1,154 | 334 | 0.01% | — | 1827 | +1,154 | New | Q4 2025 | Feb 17, 2026 |
| VICUS CAPITAL | History | Reduced | 1,148 | 333 | 0.02% | 0.03% | 1829 | -27 | -2.3% | Q4 2025 | Jan 22, 2026 |
| CADINHA & CO LLC | History | No change | 1,150 | 333 | 0.05% | 0.05% | 1828 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| BLUEDOOR PRIVATE WEALTH, LLC | History | New | 1,145 | 332 | 0.15% | — | 1830 | +1,145 | New | Q4 2025 | Feb 17, 2026 |
| ADE, LLC | History | No change | 1,143 | 331 | 0.16% | 0.17% | 1831 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| ENTREWEALTH, LLC | History | Reduced | 1,099 | 330 | 0.15% | 0.24% | 1833 | -507 | -31.57% | Q4 2025 | Feb 13, 2026 |
| MKT Advisors LLC | History | No change | 1,116 | 330 | 0.11% | 0.12% | 1832 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| WEST MICHIGAN ADVISORS, LLC | History | Added to | 1,136 | 329 | 0.08% | 0.08% | 1834 | +23 | 2.07% | Q4 2025 | Jan 28, 2026 |
| Aquire Wealth Advisors, LLC | History | Added to | 1,130 | 328 | 0.09% | 0.08% | 1835 | +10 | 0.89% | Q4 2025 | Jan 07, 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | History | Reduced | 1,129 | 327 | 0.05% | 0.06% | 1836 | -17 | -1.48% | Q4 2025 | Feb 11, 2026 |
| Disciplined Investors, L.L.C. | History | Added to | 1,130 | 327 | 0.21% | 0.23% | 1837 | +6 | 0.53% | Q4 2025 | Feb 10, 2026 |
| Maridea Wealth Management LLC | History | No change | 1,127 | 327 | 0.05% | 0.05% | 1838 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | New | 1,124 | 326 | 0.04% | — | 1840 | +1,124 | New | Q4 2025 | Jan 27, 2026 |
| Sankala Group LLC | History | New | 1,066 | 326 | 0.26% | — | 1841 | +1,066 | New | Q4 2025 | Mar 02, 2026 |
| Compass Advisory Group LLC | History | Added to | 1,124 | 326 | 0.09% | 0.09% | 1839 | +4 | 0.36% | Q4 2025 | Jan 21, 2026 |
| Guardian Wealth Advisors, LLC | History | Reduced | 1,122 | 325 | 0.18% | 0.21% | 1843 | -129 | -10.31% | Q4 2025 | Feb 02, 2026 |
| Ironwood Wealth Management, LLC. | History | Reduced | 1,120 | 325 | 0.1% | 0.11% | 1842 | -2 | -0.18% | Q4 2025 | Feb 02, 2026 |
| Oath Planning, LLC | History | New | 1,118 | 324 | 0.32% | — | 1845 | +1,118 | New | Q4 2025 | Feb 12, 2026 |
| Cambria Investment Management, L.P. | History | Reduced | 1,117 | 324 | 0.02% | 0.02% | 1844 | -39 | -3.37% | Q4 2025 | Feb 17, 2026 |
| Michels Family Financial, LLC | History | Added to | 1,111 | 322 | 0.24% | 0.24% | 1846 | +76 | 7.34% | Q4 2025 | Feb 19, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Reduced | 1,108 | 321 | 0.02% | 0.02% | 1847 | -93 | -7.74% | Q4 2025 | Feb 04, 2026 |
| Frazier Financial Advisors, LLC | History | Reduced | 1,099 | 318 | 0.19% | 0.22% | 1850 | -106 | -8.8% | Q4 2025 | Feb 09, 2026 |
| Madison Park Capital Advisors, LLC | History | Added to | 1,099 | 318 | 0.26% | 0.25% | 1849 | +52 | 4.97% | Q4 2025 | Jan 20, 2026 |
| Weitzel Financial Services, Inc. | History | Reduced | 1,089 | 318 | 0.12% | 0.13% | 1848 | -30 | -2.68% | Q4 2025 | Feb 03, 2026 |
| AUCTUS ADVISORS LLC | History | New | 1,093 | 317 | 0.29% | — | 1855 | +1,093 | New | Q4 2025 | Jan 14, 2026 |
| Key FInancial Inc | History | Added to | 1,095 | 317 | 0.06% | 0.05% | 1853 | +242 | 28.37% | Q4 2025 | Feb 09, 2026 |
| MA Private Wealth | History | Reduced | 1,094 | 317 | 0.05% | 0.06% | 1852 | -187 | -14.6% | Q4 2025 | Feb 03, 2026 |
| Summit Wealth Group, LLC | History | Reduced | 1,094 | 317 | 0.07% | 0.08% | 1854 | -12 | -1.08% | Q4 2025 | Feb 06, 2026 |
| GK Wealth Management LLC | History | Reduced | 1,093 | 317 | 0.21% | 0.24% | 1856 | -6 | -0.55% | Q4 2025 | Jan 05, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 1,093 | 317 | 0.11% | 0.11% | 1851 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Northern Lights Advisors, Inc. | History | New | 1,089 | 316 | 0.22% | — | 1861 | +1,089 | New | Q4 2025 | Apr 20, 2026 |
| Helium Advisors LLC | History | Added to | 1,091 | 316 | 0.32% | 0.26% | 1860 | +8 | 0.74% | Q4 2025 | Feb 12, 2026 |
| Edgemoor Investment Advisors, Inc. | History | No change | 1,090 | 316 | 0.02% | 0.02% | 1857 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| HTG Investment Advisors, Inc. | History | No change | 1,089 | 316 | 0.1% | 0.11% | 1858 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Foundation Wealth Management, LLC\PA | History | No change | 1,090 | 316 | 0.11% | 0.12% | 1859 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Miramar Capital, LLC | History | Added to | 1,088 | 315 | 0.07% | 0.07% | 1862 | +29 | 2.74% | Q4 2025 | Feb 11, 2026 |
| McLean Asset Management Corp | History | No change | 1,050 | 315 | 0.06% | 0.06% | 1863 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Clearwater Capital Advisors, LLC | History | Reduced | 1,084 | 314 | 0.03% | 0.03% | 1864 | -37 | -3.3% | Q4 2025 | Feb 09, 2026 |
| DEARBORN PARTNERS LLC | History | No change | 1,081 | 313 | 0.02% | 0.01% | 1865 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Granite Group Advisors, LLC | History | New | 1,076 | 312 | 0.18% | — | 1867 | +1,076 | New | Q4 2025 | Jan 13, 2026 |
| Fragasso Financial Advisors Inc | History | Reduced | 1,077 | 312 | 0.02% | 0.02% | 1866 | -11 | -1.01% | Q4 2025 | Jan 07, 2026 |
| ARS Wealth Advisors Group, LLC | History | Reduced | 1,070 | 310 | 0.03% | 0.03% | 1869 | -99 | -8.47% | Q4 2025 | Jan 12, 2026 |
| Midwest Professional Planners, LTD. | History | Added to | 1,071 | 310 | 0.07% | 0.08% | 1868 | +6 | 0.56% | Q4 2025 | Feb 06, 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | Added to | 1,056 | 306 | 0.05% | 0.06% | 1871 | +32 | 3.13% | Q4 2025 | Feb 06, 2026 |
| TRANSATLANTIQUE PRIVATE WEALTH LLC | History | No change | 1,057 | 306 | 0.1% | 0.1% | 1870 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Perfromance Wealth Partners, LLC | History | Added to | 1,051 | 305 | 0.01% | 0.01% | 1873 | +25 | 2.44% | Q4 2025 | Jan 21, 2026 |
| SkyOak Wealth, LLC | History | No change | 1,053 | 305 | 0.05% | 0.06% | 1872 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Farmers & Merchants Trust Co of Chambersburg PA | History | Reduced | 1,048 | 304 | 0.09% | 0.13% | 1874 | -500 | -32.3% | Q4 2025 | Feb 02, 2026 |
| Element Wealth, LLC | History | Added to | 1,051 | 304 | 0.13% | 0.13% | 1875 | +1 | 0.1% | Q4 2025 | Feb 13, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Reduced | 1,047 | 303 | 0.02% | 0.03% | 1877 | -368 | -26.01% | Q4 2025 | Feb 12, 2026 |
| Balboa Wealth Partners | History | Added to | 1,046 | 303 | 0.05% | 0.05% | 1876 | +110 | 11.75% | Q4 2025 | Jan 16, 2026 |
| Embree Financial Group | History | Added to | 1,047 | 303 | 0.04% | 0.04% | 1878 | +8 | 0.77% | Q4 2025 | Jan 14, 2026 |
| CORRECT CAPITAL WEALTH MANAGEMENT | History | No change | 1,042 | 302 | 0.06% | 0.05% | 1879 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Nova Wealth Management, Inc. | History | Added to | 1,038 | 301 | 0.21% | 0.2% | 1880 | +45 | 4.53% | Q4 2025 | Jan 14, 2026 |
| tru Independence LLC | History | Reduced | 1,036 | 300 | 0.08% | 0.08% | 1881 | -70 | -6.33% | Q4 2025 | Jan 22, 2026 |
| KWB Wealth | History | Added to | 1,037 | 300 | 0.03% | 0.03% | 1882 | +41 | 4.12% | Q4 2025 | Jan 12, 2026 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | History | Reduced | 1,031 | 299 | 0.15% | 0.16% | 1883 | -67 | -6.1% | Q4 2025 | Jan 30, 2026 |
| LATHROP INVESTMENT MANAGEMENT CO | History | No change | 1,030 | 299 | 0.05% | 0.06% | 1884 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | No change | 1,027 | 298 | 0.03% | 0.03% | 1885 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| RCW Management, LLC | History | New | 1,025 | 297 | 0.3% | — | 1887 | +1,025 | New | Q4 2025 | Jan 30, 2026 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | History | No change | 990 | 297 | 0.0% | 0.0% | 1886 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Merrithew & Thorsten Inc | History | New | 1,020 | 296 | 0.31% | — | 1889 | +1,020 | New | Q4 2025 | Feb 03, 2026 |
| Hoxton Planning & Management, LLC | History | Reduced | 1,020 | 296 | 0.09% | 0.1% | 1888 | -21 | -2.02% | Q4 2025 | Feb 11, 2026 |
| Herold Advisors, Inc. | History | Reduced | 1,014 | 294 | 0.07% | 0.1% | 1892 | -428 | -29.68% | Q4 2025 | Feb 17, 2026 |
| Convergence Financial, LLC | History | Reduced | 1,013 | 294 | 0.04% | 0.06% | 1893 | -317 | -23.83% | Q4 2025 | Feb 11, 2026 |
| Old Port Advisors | History | No change | 1,016 | 294 | 0.07% | 0.07% | 1890 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Echo Wealth Management, LLC | History | No change | 1,016 | 294 | 0.17% | 0.17% | 1891 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| GATEWAY INVESTMENT ADVISERS LLC | History | New | 1,012 | 293 | 0.0% | — | 1894 | +1,012 | New | Q4 2025 | Feb 03, 2026 |
| KOM Wealth Management Group, LLC | History | Added to | 1,011 | 293 | 0.21% | 0.22% | 1895 | +7 | 0.7% | Q4 2025 | Jan 23, 2026 |
| Bensler, LLC | History | No change | 1,013 | 293 | 0.03% | 0.03% | 1896 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Midwest Financial Group LLC | History | No change | 1,011 | 293 | 0.13% | 0.14% | 1897 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| ACIMA PRIVATE WEALTH, LLC | History | No change | 1,007 | 292 | 0.09% | 0.09% | 1898 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 1,003 | 291 | 0.02% | 0.02% | 1899 | +45 | 4.7% | Q4 2025 | Feb 11, 2026 |
| M Wealth Management, LLC | History | Added to | 1,000 | 290 | 0.25% | 0.26% | 1902 | +8 | 0.81% | Q4 2025 | Jan 29, 2026 |
| SEARLE & CO. | History | No change | 1,000 | 290 | 0.07% | 0.08% | 1900 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Cypress Point Wealth Management, LLC | History | No change | 1,000 | 290 | 0.06% | 0.06% | 1901 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Advocate Investing Services LLC | History | New | 997 | 289 | 0.26% | — | 1905 | +997 | New | Q4 2025 | Feb 12, 2026 |
| Glassman Wealth Services | History | Added to | 997 | 289 | 0.04% | 0.04% | 1904 | +3 | 0.3% | Q4 2025 | Jan 28, 2026 |
| Courage Miller Partners, LLC | History | No change | 998 | 289 | 0.09% | 0.09% | 1903 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Arvest Bank Trust Division | History | Added to | 990 | 287 | 0.02% | 0.01% | 1906 | +75 | 8.2% | Q4 2025 | Feb 09, 2026 |
| ABLE Financial Group, LLC | History | Reduced | 991 | 287 | 0.06% | 0.06% | 1907 | -2 | -0.2% | Q4 2025 | Jan 23, 2026 |
| Marin Bay Wealth Advisors, LLC | History | New | 987 | 286 | 0.16% | — | 1909 | +987 | New | Q4 2025 | Feb 17, 2026 |
| Integris Wealth Management, LLC | History | Added to | 986 | 286 | 0.07% | 0.05% | 1908 | +283 | 40.26% | Q4 2025 | Jan 21, 2026 |
| Clarendon Private LLC | History | Added to | 984 | 285 | 0.24% | 0.26% | 1910 | +5 | 0.51% | Q4 2025 | Feb 05, 2026 |
| Private Capital Management, LLC | History | Added to | 979 | 284 | 0.03% | 0.03% | 1911 | +7 | 0.72% | Q4 2025 | Feb 17, 2026 |
| First National Advisers, LLC | History | No change | 980 | 284 | 0.04% | 0.04% | 1912 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Register Financial Advisors LLC | History | Reduced | 977 | 283 | 0.11% | 0.12% | 1914 | -24 | -2.4% | Q4 2025 | Jan 21, 2026 |
| Strategic Financial Planning, Inc. | History | No change | 975 | 283 | 0.16% | 0.17% | 1913 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Roehl & Yi Investment Advisors, LLC | History | New | 975 | 282 | 0.11% | — | 1918 | +975 | New | Q4 2025 | Feb 17, 2026 |
| Dunhill Financial, LLC | History | Reduced | 973 | 282 | 0.07% | 0.11% | 1917 | -428 | -30.55% | Q4 2025 | Jan 29, 2026 |
| CCG WEALTH MANAGEMENT, LLC | History | Reduced | 974 | 282 | 0.12% | 0.14% | 1916 | -23 | -2.31% | Q4 2025 | Jan 21, 2026 |
| Legacy Bridge, LLC | History | No change | 972 | 282 | 0.11% | 0.12% | 1915 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| ATLas Financial Planning LLC | History | New | 970 | 281 | 0.28% | — | 1920 | +970 | New | Q4 2025 | Feb 17, 2026 |
| Integrity Advisory Solutions, LLC | History | Added to | 971 | 281 | 0.04% | 0.04% | 1919 | +149 | 18.13% | Q4 2025 | Feb 09, 2026 |
| ARWA LLC | History | New | 967 | 280 | 0.16% | — | 1923 | +967 | New | Q4 2025 | Feb 27, 2026 |
| Traub Capital Management LLC | History | Added to | 968 | 280 | 0.27% | 0.27% | 1922 | +51 | 5.56% | Q4 2025 | Jan 29, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | Added to | 965 | 280 | 0.0% | 0.0% | 1921 | +1 | 0.1% | Q4 2025 | Feb 12, 2026 |
| Daybright Advisory Services, Inc. | History | New | 963 | 279 | 0.07% | — | 1926 | +963 | New | Q4 2025 | Feb 12, 2026 |
| KANAWHA CAPITAL MANAGEMENT LLC | History | Reduced | 965 | 279 | 0.02% | 0.02% | 1924 | -10 | -1.03% | Q4 2025 | Jan 28, 2026 |
| Summit Asset Management, LLC | History | No change | 962 | 279 | 0.04% | 0.04% | 1925 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | New | 959 | 278 | 0.02% | — | 1931 | +959 | New | Q4 2025 | Feb 17, 2026 |
| LOWERY THOMAS, LLC | History | Reduced | 959 | 278 | 0.16% | 0.26% | 1927 | -592 | -38.17% | Q4 2025 | Jan 26, 2026 |
| Axis Wealth Partners, LLC | History | Added to | 960 | 278 | 0.15% | 0.15% | 1929 | +71 | 7.99% | Q4 2025 | Jan 30, 2026 |
| Miller Financial Services LLC | History | Added to | 961 | 278 | 0.33% | 0.31% | 1928 | +40 | 4.34% | Q4 2025 | Feb 12, 2026 |
| North Capital, Inc. | History | Added to | 961 | 278 | 0.24% | 0.22% | 1930 | +6 | 0.63% | Q4 2025 | Feb 18, 2026 |
| Cardinal Point Capital Management ULC | History | New | 956 | 277 | 0.02% | — | 1933 | +956 | New | Q4 2025 | Feb 05, 2026 |
| True Link Financial Advisors, LLC | History | New | 955 | 277 | 0.02% | — | 1932 | +955 | New | Q4 2025 | Jan 29, 2026 |
| GSG Advisors LLC | History | Added to | 956 | 277 | 0.07% | 0.07% | 1934 | +3 | 0.31% | Q4 2025 | Jan 08, 2026 |
| Centurion Wealth Management LLC | History | Reduced | 954 | 276 | 0.06% | 0.07% | 1935 | -26 | -2.65% | Q4 2025 | Jan 14, 2026 |
| BCS Wealth Management | History | New | 950 | 275 | 0.03% | — | 1937 | +950 | New | Q4 2025 | Jan 26, 2026 |
| Northwest Wealth Advisors, LLC | History | New | 948 | 275 | 0.21% | — | 1938 | +948 | New | Q4 2025 | Feb 06, 2026 |
| Solstein Capital, LLC | History | Added to | 949 | 275 | 0.11% | 0.04% | 1936 | +357 | 60.3% | Q4 2025 | Feb 13, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 944 | 274 | 0.02% | 0.02% | 1939 | -45 | -4.55% | Q4 2025 | Feb 20, 2026 |
| SOUTHERN CAPITAL ADVISORS, LLC | History | Added to | 945 | 274 | 0.13% | 0.13% | 1940 | +10 | 1.07% | Q4 2025 | Jan 28, 2026 |
| CATHY PARETO & ASSOCIATES, INC | History | Added to | 947 | 274 | 0.19% | 0.21% | 1941 | +7 | 0.74% | Q4 2025 | Jan 23, 2026 |
| NORTHEAST PLANNING ASSOCIATES, INC. / NH / | History | No change | 943 | 273 | 0.19% | 0.23% | 1942 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Astoria Strategic Wealth, Inc. | History | Added to | 937 | 271 | 0.07% | 0.07% | 1945 | +16 | 1.74% | Q4 2025 | Feb 05, 2026 |
| Klingman & Associates, LLC | History | No change | 937 | 271 | 0.01% | 0.01% | 1943 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| One Wealth Advisors, LLC | History | No change | 935 | 271 | 0.03% | 0.03% | 1944 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Bay Capital Advisors, LLC | History | Reduced | 931 | 270 | 0.16% | 0.2% | 1947 | -140 | -13.07% | Q4 2025 | Jan 16, 2026 |
| REGIMEN WEALTH, LLC | History | Reduced | 934 | 270 | 0.08% | 0.08% | 1946 | -18 | -1.89% | Q4 2025 | Feb 09, 2026 |
| RMR Wealth Builders | History | Added to | 928 | 269 | 0.02% | 0.02% | 1948 | +146 | 18.67% | Q4 2025 | Jan 29, 2026 |
| Compass Financial Group, INC/SD | History | Added to | 928 | 269 | 0.04% | 0.04% | 1949 | +29 | 3.23% | Q4 2025 | Jan 27, 2026 |
| Intrepid Financial Planning Group LLC | History | Added to | 920 | 267 | 0.1% | 0.09% | 1950 | +130 | 16.46% | Q4 2025 | Feb 13, 2026 |
| BALANCED WEALTH GROUP LLC | History | Added to | 911 | 267 | 0.1% | 0.11% | 1952 | +52 | 6.05% | Q4 2025 | Jan 13, 2026 |
| Cooper Financial Group | History | No change | 922 | 267 | 0.03% | 0.03% | 1951 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| ENZI WEALTH | History | Added to | 887 | 266 | 0.09% | 0.09% | 1953 | +9 | 1.03% | Q4 2025 | Jan 15, 2026 |
| Petersen Hastings Wealth Advisors Inc. | History | New | 916 | 265 | 0.03% | — | 1954 | +916 | New | Q4 2025 | Feb 11, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | New | 912 | 264 | 0.09% | — | 1957 | +912 | New | Q4 2025 | Jan 07, 2026 |
| STEINBERGANNA WEALTH MANAGEMENT | History | Added to | 913 | 264 | 0.12% | 0.12% | 1958 | +52 | 6.04% | Q4 2025 | Jan 26, 2026 |
| Hubbell Strickland Wealth Management, LLC | History | Reduced | 912 | 264 | 0.11% | 0.11% | 1956 | -34 | -3.59% | Q4 2025 | Jan 20, 2026 |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | History | Added to | 913 | 264 | 0.09% | 0.09% | 1955 | +6 | 0.66% | Q4 2025 | Jan 21, 2026 |
| Ted Buchan & Co | History | Reduced | 906 | 263 | 0.1% | 0.11% | 1962 | -47 | -4.93% | Q4 2025 | Feb 11, 2026 |
| Pekin Hardy Strauss, Inc. | History | Added to | 909 | 263 | 0.02% | 0.03% | 1959 | +15 | 1.68% | Q4 2025 | Jan 30, 2026 |
| Weaver Consulting Group | History | Added to | 907 | 263 | 0.06% | 0.07% | 1960 | +1 | 0.11% | Q4 2025 | Feb 10, 2026 |
| Sunburst Financial Group, LLC | History | Added to | 908 | 263 | 0.05% | 0.06% | 1961 | +1 | 0.11% | Q4 2025 | Jan 21, 2026 |
| Monument Group Wealth Advisors, LLC | History | Added to | 900 | 261 | 0.14% | 0.15% | 1965 | +46 | 5.39% | Q4 2025 | Jan 15, 2026 |
| CALTON & ASSOCIATES, INC. | History | Added to | 899 | 261 | 0.04% | 0.04% | 1963 | +1 | 0.11% | Q4 2025 | Feb 10, 2026 |
| ORLEANS CAPITAL MANAGEMENT CORP/LA | History | No change | 900 | 261 | 0.16% | 0.17% | 1964 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Ballast Financial Advisors LLC | History | New | 897 | 260 | 0.27% | — | 1968 | +897 | New | Q4 2025 | Feb 17, 2026 |
| Balefire, LLC | History | Added to | 897 | 260 | 0.05% | 0.05% | 1966 | +30 | 3.46% | Q4 2025 | Jan 12, 2026 |
| Team Hewins, LLC | History | No change | 897 | 260 | 0.08% | 0.09% | 1967 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| OakTrust Wealth Advisors, LLC | History | New | 894 | 259 | 0.24% | — | 1969 | +894 | New | Q4 2025 | Feb 27, 2026 |
| URS Advisory LLC | History | New | 890 | 258 | 0.21% | — | 1977 | +890 | New | Q4 2025 | Feb 17, 2026 |
| DENVER WEALTH MANAGEMENT, INC. | History | Reduced | 890 | 258 | 0.09% | 0.11% | 1975 | -132 | -12.92% | Q4 2025 | Feb 13, 2026 |
| Horizon Investment Services, LLC | History | Reduced | 892 | 258 | 0.09% | 0.1% | 1970 | -17 | -1.87% | Q4 2025 | Feb 13, 2026 |
| First Pacific Financial | History | Added to | 889 | 258 | 0.03% | 0.04% | 1973 | +6 | 0.68% | Q4 2025 | Jan 16, 2026 |
| Ellsworth Advisors, LLC | History | Added to | 859 | 258 | 0.05% | 0.05% | 1974 | +4 | 0.47% | Q4 2025 | Jan 16, 2026 |
| Corundum Group, Inc. | History | No change | 890 | 258 | 0.09% | 0.11% | 1971 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| First Long Island Investors, LLC | History | No change | 890 | 258 | 0.02% | 0.02% | 1972 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Greenfield Savings Bank | History | No change | 891 | 258 | 0.11% | 0.11% | 1976 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Compass Ion Advisors, LLC | History | Reduced | 888 | 257 | 0.02% | 0.03% | 1978 | -70 | -7.31% | Q4 2025 | Jan 29, 2026 |
| Prairie Wealth Advisors, Inc. | History | Closed out | 0 | 256 | 0.11% | 0.11% | 1983 | -877 | -100.0% | Q3 2025 | Nov 14, 2025 |
| BARR E S & CO | History | Added to | 885 | 256 | 0.01% | 0.01% | 1980 | +135 | 18.0% | Q4 2025 | Feb 05, 2026 |
| FIRST FINANCIAL BANKSHARES INC | History | Added to | 883 | 256 | 0.01% | 0.0% | 1979 | +111 | 14.38% | Q4 2025 | Feb 12, 2026 |
| GREENLEAF TRUST | History | Added to | 884 | 256 | 0.0% | 0.0% | 1981 | +73 | 9.0% | Q4 2025 | Jan 21, 2026 |
| Tyche Wealth Partners LLC | History | Reduced | 882 | 256 | 0.04% | 0.05% | 1982 | -4 | -0.45% | Q4 2025 | Jan 23, 2026 |
| NOVUS ADVISORS, LLC | History | Reduced | 885 | 256 | 0.57% | 0.6% | 1984 | -2 | -0.23% | Q4 2025 | Feb 13, 2026 |
| Fiduciary Group, LLC | History | Reduced | 878 | 254 | 0.02% | 0.03% | 1986 | -258 | -22.71% | Q4 2025 | Feb 12, 2026 |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | History | Reduced | 876 | 254 | 0.01% | 0.01% | 1985 | -113 | -11.43% | Q4 2025 | Jan 27, 2026 |
| Compass Financial Services Inc | History | Added to | 875 | 254 | 0.11% | 0.11% | 1987 | +6 | 0.69% | Q4 2025 | Feb 27, 2026 |
| Midwest Capital Advisors, LLC | History | Added to | 875 | 253 | 0.12% | 0.12% | 1988 | +3 | 0.34% | Q4 2025 | Jan 29, 2026 |
| Prasad Wealth Partners, LLC | History | Added to | 867 | 251 | 0.07% | 0.07% | 1991 | +3 | 0.35% | Q4 2025 | Jan 27, 2026 |
| BASSO CAPITAL MANAGEMENT, L.P. | History | No change | 867 | 251 | 0.15% | 0.17% | 1989 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Gibson Wealth Advisors LLC | History | No change | 866 | 251 | 0.17% | 0.18% | 1990 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| DB&C Advisors, LLC | History | New | 860 | 249 | 0.31% | — | 1995 | +860 | New | Q4 2025 | Feb 11, 2026 |
| RAINIER FAMILY WEALTH INC | History | New | 859 | 249 | 0.19% | — | 1994 | +859 | New | Q4 2025 | Jan 20, 2026 |
| SITTNER & NELSON, LLC | History | Added to | 830 | 249 | 0.09% | 0.09% | 1992 | +1 | 0.12% | Q4 2025 | Feb 11, 2026 |
| EVERPAR ADVISORS LLC | History | No change | 859 | 249 | 0.09% | 0.1% | 1993 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Plotkin Financial Advisors, LLC | History | No change | 857 | 248 | 0.12% | 0.12% | 1996 | 0 | 0.0% | Q4 2025 | Feb 19, 2026 |
| SAXON INTERESTS, INC. | History | Reduced | 852 | 247 | 0.09% | 0.2% | 1998 | -953 | -52.8% | Q4 2025 | Feb 13, 2026 |
| Destination Wealth Management | History | Added to | 853 | 247 | 0.01% | 0.01% | 1997 | +149 | 21.16% | Q4 2025 | Feb 13, 2026 |
| Aureum Wealth Management, LLC | History | New | 849 | 246 | 0.23% | — | 2002 | +849 | New | Q4 2025 | Jan 28, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 849 | 246 | 0.0% | 0.0% | 1999 | +232 | 37.6% | Q4 2025 | Feb 09, 2026 |