VANGUARD INDEX FUNDS - VOO
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 872 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | History | Added to | 39,068,508 | 24,501,032 | 0.36% | 0.35% | 1 | +1,141,931 | 3.01% | Q4 2025 | Jan 29, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | Added to | 31,586,839 | 19,809,054 | 11.33% | 9.52% | 2 | +5,627,587 | 21.68% | Q4 2025 | Feb 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 29,347,563 | 18,404,737 | 5.73% | 5.58% | 3 | +1,019,492 | 3.6% | Q4 2025 | Feb 18, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 27,086,989 | 16,987,063 | 1.24% | 1.08% | 4 | +1,142,313 | 4.4% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Reduced | 24,568,372 | 15,407,564 | 0.92% | 0.94% | 5 | -881,557 | -3.46% | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 21,356,933 | 13,393,573 | 2.18% | — | 6 | +21,356,933 | New | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 14,723,638 | 9,233,635 | 1.13% | 1.01% | 7 | +1,257,844 | 9.34% | Q4 2025 | Mar 25, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 14,438,145 | 9,054,600 | 5.52% | 5.73% | 8 | +646,359 | 4.69% | Q4 2025 | Feb 17, 2026 |
| Capula Management Ltd | History | Added to | 11,903,616 | 7,465,114 | 37.4% | 0.0% | 9 | +11,902,816 | 1487852.0% | Q4 2025 | Feb 13, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 11,688,493 | 7,330,205 | 0.46% | 1.0% | 10 | -15,558,853 | -57.1% | Q4 2025 | Feb 11, 2026 |
| Acorns Advisers, LLC | History | Added to | 9,183,205 | 5,759,063 | 43.23% | 43.33% | 11 | +187,543 | 2.08% | Q4 2025 | Feb 13, 2026 |
| NATIXIS | History | New | 8,250,224 | 5,173,962 | 18.37% | — | 12 | +8,250,224 | New | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Added to | 6,815,880 | 4,274,442 | 1.17% | 1.13% | 13 | +471,779 | 7.44% | Q4 2025 | Feb 11, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Added to | 6,615,774 | 4,148,950 | 14.35% | 6.15% | 14 | +4,116,545 | 164.71% | Q4 2025 | Jan 28, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 6,497,051 | 4,074,495 | 1.21% | 1.55% | 15 | -2,296,313 | -26.11% | Q4 2025 | Feb 10, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 6,182,590 | 3,877,287 | 0.71% | 0.68% | 16 | +309,861 | 5.28% | Q4 2025 | Feb 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 4,993,237 | 3,131,232 | 0.71% | 0.7% | 17 | +24,339 | 0.49% | Q4 2025 | Feb 17, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 5,382,675 | 3,115,688 | 4.75% | 5.03% | 18 | +465,946 | 9.48% | Q4 2025 | Feb 18, 2026 |
| Cerity Partners LLC | History | Added to | 4,684,615 | 2,938,244 | 4.28% | 4.37% | 19 | +283,537 | 6.44% | Q4 2025 | Feb 11, 2026 |
| MARSHALL WACE, LLP | History | New | 4,580,704 | 2,872,696 | 2.62% | — | 20 | +4,580,704 | New | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Reduced | 4,035,701 | 2,530,909 | 0.41% | 0.39% | 21 | -60,741 | -1.48% | Q4 2025 | Jan 29, 2026 |
| Clal Insurance Enterprises Holdings Ltd | History | Added to | 3,616,622 | 2,268,092 | 14.63% | 13.7% | 22 | +682,924 | 23.28% | Q4 2025 | Feb 13, 2026 |
| Bank of New York Mellon Corp | History | Added to | 3,559,269 | 2,232,124 | 0.39% | 0.07% | 23 | +2,888,064 | 430.28% | Q4 2025 | Feb 10, 2026 |
| ASSETMARK, INC | History | Added to | 3,462,284 | 2,171,301 | 4.43% | 4.41% | 24 | +103,317 | 3.08% | Q4 2025 | Jan 23, 2026 |
| CITIGROUP INC | History | Reduced | 3,156,386 | 1,979,464 | 0.87% | 0.88% | 25 | -76,880 | -2.38% | Q4 2025 | Feb 13, 2026 |
| Align Financial, LLC | History | New | 1,976,012 | 1,976,012 | 1.15% | — | 26 | +1,976,012 | New | Q4 2025 | Feb 17, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 3,036,683 | 1,904,394 | 14.41% | 13.71% | 27 | +219,801 | 7.8% | Q4 2025 | Feb 12, 2026 |
| National Mutual Insurance Federation of Agricultural Cooperatives | History | No change | 2,925,650 | 1,834,762 | 13.45% | 13.59% | 28 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Corient Private Wealth LLC | History | Added to | 3,187,706 | 1,829,127 | 2.49% | 2.38% | 29 | +720,067 | 29.18% | Q4 2025 | Mar 09, 2026 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | History | Added to | 2,898,187 | 1,817,540 | 28.0% | 27.93% | 30 | +406,739 | 16.33% | Q4 2025 | Feb 17, 2026 |
| Kedalion Capital Management LLP | History | New | 2,847,850 | 1,785,972 | 43.85% | — | 31 | +2,847,850 | New | Q4 2025 | Jan 21, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 2,682,140 | 1,682,050 | 1.06% | 1.0% | 32 | +222,705 | 9.06% | Q4 2025 | Feb 10, 2026 |
| Focus Partners Wealth | History | Added to | 2,662,135 | 1,666,428 | 1.9% | 2.48% | 33 | +158,123 | 6.31% | Q4 2025 | Feb 13, 2026 |
| POTOMAC FUND MANAGEMENT INC /ADV | History | New | 2,653,203 | 1,663,903 | 61.32% | — | 34 | +2,653,203 | New | Q4 2025 | Feb 13, 2026 |
| HighTower Advisors, LLC | History | Reduced | 2,577,224 | 1,616,254 | 1.77% | 1.85% | 35 | -79,478 | -2.99% | Q4 2025 | Feb 06, 2026 |
| Trans-Canada Capital Inc. | History | Added to | 2,456,382 | 1,540,452 | 88.64% | 75.85% | 36 | +424,669 | 20.9% | Q4 2025 | Feb 09, 2026 |
| MACQUARIE GROUP LTD | History | Added to | 2,371,010 | 1,486,931 | 6.5% | 0.21% | 37 | +2,072,056 | 693.1% | Q4 2025 | Feb 13, 2026 |
| FJ Investments, LLC | History | Reduced | 2,110,580 | 1,323,607 | 83.65% | 85.67% | 38 | -55,165 | -2.55% | Q4 2025 | Feb 05, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Added to | 2,096,375 | 1,314,699 | 19.87% | 19.52% | 39 | +77,010 | 3.81% | Q4 2025 | Jan 22, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 2,049,157 | 1,285,087 | 1.71% | 1.67% | 40 | +31,696 | 1.57% | Q4 2025 | Feb 02, 2026 |
| E-L Financial Corp Ltd | History | Reduced | 1,479,844 | 1,273,390 | 100.0% | 100.0% | 41 | -17 | -0.0% | Q4 2025 | Feb 04, 2026 |
| Alberta Investment Management Corp | History | Added to | 1,951,472 | 1,223,826 | 7.24% | 6.98% | 42 | +357,210 | 22.41% | Q4 2025 | Feb 19, 2026 |
| Cetera Investment Advisers | History | Added to | 1,938,813 | 1,215,887 | 1.33% | 1.32% | 43 | +90,525 | 4.9% | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 1,903,945 | 1,194,021 | 3.16% | 3.29% | 44 | -51,332 | -2.63% | Q4 2025 | Feb 05, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 1,859,900 | 1,166,399 | 4.1% | 4.12% | 45 | +34,945 | 1.91% | Q4 2025 | Feb 06, 2026 |
| Investure, LLC | History | Added to | 1,804,877 | 1,131,892 | 63.28% | 59.49% | 46 | +234,448 | 14.93% | Q4 2025 | Feb 11, 2026 |
| GLENMEDE TRUST CO NA | History | New | 1,772,161 | 1,111,375 | 5.27% | — | 47 | +1,772,161 | New | Q4 2025 | Feb 17, 2026 |
| Pathstone Holdings, LLC | History | New | 1,634,496 | 1,024,732 | 3.95% | — | 48 | +1,634,496 | New | Q4 2025 | Feb 13, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 1,595,889 | 1,000,829 | 6.03% | 6.81% | 49 | +45,787 | 2.95% | Q4 2025 | Feb 17, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 1,579,657 | 990,650 | 2.75% | 3.22% | 50 | -98,394 | -5.86% | Q4 2025 | Jan 26, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 1,561,259 | 979,148 | 0.88% | 0.88% | 51 | -6,132 | -0.39% | Q4 2025 | Feb 13, 2026 |
| Fisher Asset Management, LLC | History | Added to | 1,551,244 | 972,831 | 0.33% | 0.34% | 52 | +8,066 | 0.52% | Q4 2025 | Feb 09, 2026 |
| Creative Planning | History | Added to | 1,513,193 | 948,968 | 0.68% | 0.65% | 53 | +118,341 | 8.48% | Q4 2025 | Feb 17, 2026 |
| BlackRock, Inc. | History | Added to | 1,506,067 | 944,499 | 0.02% | 0.01% | 54 | +971,211 | 181.58% | Q4 2025 | Feb 12, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 1,488,405 | 933,422 | 0.32% | 0.36% | 55 | -36,584 | -2.4% | Q4 2025 | Feb 12, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 1,429,571 | 896,526 | 0.74% | — | 56 | +1,429,571 | New | Q4 2025 | Feb 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 1,413,896 | 886,696 | 0.28% | 0.24% | 57 | +153,399 | 12.17% | Q4 2025 | Feb 17, 2026 |
| Plante Moran Financial Advisors, LLC | History | Reduced | 1,406,636 | 882,143 | 55.86% | 58.05% | 58 | -102,264 | -6.78% | Q4 2025 | Feb 05, 2026 |
| Nicholas Hoffman & Company, LLC. | History | Added to | 1,386,621 | 869,591 | 20.16% | 20.52% | 59 | +3,072 | 0.22% | Q4 2025 | Feb 02, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 1,375,839 | 862,831 | 1.55% | 1.44% | 60 | +175,934 | 14.66% | Q4 2025 | Mar 16, 2026 |
| Freestone Grove Partners LP | History | Added to | 1,370,820 | 859,682 | 6.22% | 6.18% | 61 | +18,547 | 1.37% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 1,347,386 | 844,986 | 1.13% | 1.08% | 62 | -9,908 | -0.73% | Q4 2025 | Feb 12, 2026 |
| JMG Financial Group, Ltd. | History | Reduced | 1,339,289 | 839,908 | 23.6% | 23.62% | 63 | -15,594 | -1.15% | Q4 2025 | Feb 10, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 1,302,862 | 817,857 | 1.2% | 1.23% | 64 | -146,813 | -10.13% | Q4 2025 | Feb 17, 2026 |
| BANK OF KOREA | History | New | 1,285,416 | 806,122 | 35.3% | — | 65 | +1,285,416 | New | Q4 2025 | Feb 11, 2026 |
| COUNTRY TRUST BANK | History | Added to | 1,209,937 | 758,787 | 13.74% | 4.61% | 66 | +865,742 | 251.53% | Q4 2025 | Jan 21, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 1,208,818 | 758,086 | 1.44% | 1.49% | 67 | +19,569 | 1.65% | Q4 2025 | Feb 17, 2026 |
| Varma Mutual Pension Insurance Co | History | New | 1,207,700 | 757,384 | 4.58% | — | 68 | +1,207,700 | New | Q4 2025 | Feb 02, 2026 |
| Angeles Investment Advisors, LLC | History | Reduced | 1,180,537 | 740,350 | 49.4% | 48.77% | 69 | -32,327 | -2.67% | Q4 2025 | Feb 17, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 1,177,636 | 738,531 | 9.31% | 9.51% | 70 | -6,054 | -0.51% | Q4 2025 | Feb 09, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 1,156,962 | 725,565 | 5.77% | 7.4% | 71 | -1,152,658 | -49.91% | Q4 2025 | Feb 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 1,142,435 | 716,455 | 0.08% | 0.06% | 72 | +270,532 | 31.03% | Q4 2025 | Feb 17, 2026 |
| Systematic Alpha Investments, LLC | History | No change | 1,132,544 | 710,252 | 22.16% | 22.81% | 73 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 1,089,792 | 683,441 | 0.1% | 0.16% | 74 | -639,352 | -36.98% | Q4 2025 | Feb 17, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | New | 1,048,213 | 662,177 | 0.5% | — | 75 | +1,048,213 | New | Q4 2025 | Feb 13, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 1,055,011 | 661,629 | 0.94% | 0.99% | 76 | -52,713 | -4.76% | Q4 2025 | Feb 10, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | Added to | 1,043,795 | 654,595 | 1.28% | 0.7% | 77 | +429,774 | 69.99% | Q4 2025 | Feb 17, 2026 |
| NEPC LLC | History | Added to | 1,017,491 | 638,099 | 13.6% | 13.19% | 78 | +198,891 | 24.3% | Q4 2025 | Feb 17, 2026 |
| Pandi, LLC | History | Reduced | 986,384 | 618,590 | 98.23% | 86.15% | 79 | -74,000 | -6.98% | Q4 2025 | Feb 05, 2026 |
| Summit Trail Advisors, LLC | History | Reduced | 972,830 | 610,090 | 10.55% | 9.99% | 80 | -204,897 | -17.4% | Q4 2025 | Feb 17, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 941,501 | 590,443 | 1.0% | 0.86% | 81 | +118,811 | 14.44% | Q4 2025 | Feb 12, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 931,299 | 584,045 | 0.71% | 0.13% | 82 | +758,615 | 439.31% | Q4 2025 | Feb 13, 2026 |
| CIBC Asset Management Inc | History | Reduced | 926,277 | 580,896 | 1.4% | 1.65% | 83 | -6,419 | -0.69% | Q4 2025 | Feb 10, 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | History | Reduced | 920,788 | 577,453 | 6.74% | 8.17% | 84 | -1,078 | -0.12% | Q4 2025 | Feb 05, 2026 |
| Constellation Investments, Inc. | History | Added to | 895,000 | 561,281 | 17.32% | 15.14% | 85 | +366,000 | 69.19% | Q4 2025 | Jan 21, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 881,778 | 561,007 | 0.76% | 0.82% | 86 | +4,165 | 0.47% | Q4 2025 | Jan 08, 2026 |
| Diversified Trust Co | History | Added to | 887,525 | 556,594 | 10.25% | 10.12% | 87 | +59,812 | 7.23% | Q4 2025 | Jan 09, 2026 |
| P/E Global LLC | History | Added to | 885,220 | 555,148 | 40.01% | 15.13% | 88 | +761,654 | 616.39% | Q4 2025 | Jan 22, 2026 |
| Baird Financial Group, Inc. | History | Added to | 877,730 | 550,450 | 0.86% | 0.81% | 89 | +54,629 | 6.64% | Q4 2025 | Feb 13, 2026 |
| Mariner, LLC | History | Added to | 858,740 | 538,638 | 0.64% | 0.66% | 90 | +24,232 | 2.9% | Q4 2025 | Feb 13, 2026 |
| Call To Action Foundation | History | Reduced | 852,551 | 534,660 | 100.0% | 100.0% | 91 | -62,253 | -6.81% | Q4 2025 | Feb 05, 2026 |
| Rakuten Investment Management, Inc. | History | No change | 867,009 | 528,988 | 1.78% | 1.88% | 92 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Wealthfront Advisers LLC | History | Added to | 812,030 | 509,248 | 1.14% | 1.14% | 93 | +21,948 | 2.78% | Q4 2025 | Jan 30, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 801,052 | 502,363 | 1.22% | 1.24% | 94 | +44,217 | 5.84% | Q4 2025 | Feb 13, 2026 |
| GenTrust, LLC | History | Added to | 776,100 | 486,715 | 20.99% | 20.99% | 95 | +24,363 | 3.24% | Q4 2025 | Feb 02, 2026 |
| ALERUS FINANCIAL NA | History | Added to | 753,577 | 472,590 | 23.12% | 23.32% | 96 | +5,185 | 0.69% | Q4 2025 | Feb 13, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 747,672 | 468,887 | 6.29% | 6.27% | 97 | +2,291 | 0.31% | Q4 2025 | Jan 30, 2026 |
| DUMAC, INC. | History | New | 743,880 | 466,509 | 71.66% | — | 98 | +743,880 | New | Q4 2025 | Feb 10, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | New | 741,398 | 464,953 | 0.7% | — | 99 | +741,398 | New | Q4 2025 | Feb 17, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 740,611 | 464,459 | 1.11% | 1.14% | 100 | -24,566 | -3.21% | Q4 2025 | Feb 11, 2026 |
| BESSEMER GROUP INC | History | Reduced | 724,471 | 454,337 | 0.7% | 0.7% | 101 | -27,519 | -3.66% | Q4 2025 | Feb 05, 2026 |
| Neuberger Berman Group LLC | History | Added to | 701,604 | 439,996 | 0.33% | 0.31% | 102 | +7,487 | 1.08% | Q4 2025 | Feb 13, 2026 |
| Kensington Asset Management, LLC | History | Added to | 690,058 | 435,923 | 22.53% | 22.31% | 103 | +82,291 | 13.54% | Q4 2025 | Feb 13, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | Added to | 681,295 | 427,260 | 24.65% | 29.87% | 104 | +89,029 | 15.03% | Q4 2025 | Feb 09, 2026 |
| Cerity Partners OCIO LLC | History | Reduced | 652,230 | 409,032 | 22.63% | 30.47% | 105 | -323,558 | -33.16% | Q4 2025 | Feb 11, 2026 |
| Analyst IMS Investment Management Services Ltd. | History | Reduced | 647,689 | 406,185 | 11.84% | 15.74% | 106 | -178,954 | -21.65% | Q4 2025 | Jan 20, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Added to | 637,700 | 399,920 | 13.77% | 13.94% | 107 | +4,603 | 0.73% | Q4 2025 | Feb 12, 2026 |
| SWF LLC | History | No change | 631,823 | 396,235 | 40.07% | 39.66% | 108 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Reduced | 625,197 | 392,079 | 0.07% | 0.07% | 109 | -58,874 | -8.61% | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 623,296 | 390,887 | 0.06% | 0.07% | 110 | -172,448 | -21.67% | Q4 2025 | Feb 12, 2026 |
| Quantinno Capital Management LP | History | Added to | 620,828 | 389,340 | 0.78% | 0.82% | 111 | +130,142 | 26.52% | Q4 2025 | Feb 17, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 619,976 | 388,806 | 11.34% | 11.5% | 112 | +45,002 | 7.83% | Q4 2025 | Feb 12, 2026 |
| NewEdge Advisors, LLC | History | Added to | 601,451 | 377,187 | 1.37% | 1.52% | 113 | +55,414 | 10.15% | Q4 2025 | Feb 18, 2026 |
| BOKF, NA | History | Reduced | 592,711 | 371,706 | 5.69% | 5.47% | 114 | -577 | -0.1% | Q4 2025 | Feb 03, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 585,411 | 367,128 | 2.57% | 2.68% | 115 | +67,953 | 13.13% | Q4 2025 | Feb 18, 2026 |
| FMR LLC | History | Added to | 582,482 | 365,292 | 0.02% | 0.02% | 116 | +51,064 | 9.61% | Q4 2025 | Feb 17, 2026 |
| Valmark Advisers, Inc. | History | Added to | 579,503 | 363,423 | 4.48% | 4.48% | 117 | +13,394 | 2.37% | Q4 2025 | Jan 26, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 571,170 | 358,197 | 0.19% | 0.17% | 118 | +130,384 | 29.58% | Q4 2025 | Feb 17, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 569,337 | 357,048 | 1.28% | 1.2% | 119 | +11,149 | 2.0% | Q4 2025 | Jan 30, 2026 |
| Acropolis Investment Management, LLC | History | Reduced | 568,515 | 356,532 | 16.04% | 16.42% | 120 | -562 | -0.1% | Q4 2025 | Jan 14, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 564,729 | 354,158 | 1.12% | 1.14% | 121 | -17,177 | -2.95% | Q4 2025 | Feb 02, 2026 |
| NorthRock Partners, LLC | History | Added to | 554,355 | 347,653 | 5.87% | 5.18% | 122 | +86,050 | 18.37% | Q4 2025 | Feb 17, 2026 |
| SHP Wealth Management | History | New | 551,209 | 345,684 | 26.89% | — | 123 | +551,209 | New | Q4 2025 | Mar 04, 2026 |
| GLOBE LIFE INC. | History | Reduced | 549,183 | 344,409 | 86.57% | 86.33% | 124 | -15,000 | -2.66% | Q4 2025 | Feb 06, 2026 |
| Center for Financial Planning, Inc. | History | Added to | 541,356 | 339,500 | 35.32% | 35.21% | 125 | +3,475 | 0.65% | Q4 2025 | Feb 05, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Added to | 538,372 | 337,629 | 5.61% | 5.54% | 126 | +9,671 | 1.83% | Q4 2025 | Jan 28, 2026 |
| Retirement Planning Group, LLC | History | Added to | 518,743 | 325,319 | 10.69% | 10.64% | 127 | +18,500 | 3.7% | Q4 2025 | Feb 03, 2026 |
| Cresset Asset Management, LLC | History | Added to | 514,647 | 322,750 | 1.36% | 1.26% | 128 | +42,077 | 8.9% | Q4 2025 | Feb 17, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 509,110 | 319,873 | 0.52% | 0.45% | 129 | +55,827 | 12.32% | Q4 2025 | Jan 15, 2026 |
| JBF Capital, Inc. | History | No change | 509,121 | 319,285 | 46.09% | 44.19% | 130 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Lido Advisors, LLC | History | Added to | 515,116 | 318,812 | 0.95% | 0.98% | 131 | +6,291 | 1.24% | Q4 2025 | Feb 10, 2026 |
| BOK Financial Private Wealth, Inc. | History | Reduced | 500,682 | 313,992 | 19.22% | 19.41% | 132 | -1,613 | -0.32% | Q4 2025 | Feb 06, 2026 |
| US BANCORP \DE\ | History | Reduced | 491,976 | 308,541 | 0.36% | 0.36% | 133 | -9,736 | -1.94% | Q4 2025 | Jan 30, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 489,170 | 306,773 | 1.68% | 1.64% | 134 | +20,584 | 4.39% | Q4 2025 | Feb 12, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 488,941 | 306,629 | 0.92% | 0.86% | 135 | +28,660 | 6.23% | Q4 2025 | Feb 13, 2026 |
| Sand Hill Global Advisors, LLC | History | Reduced | 485,490 | 304,465 | 10.62% | 10.74% | 136 | -12,534 | -2.52% | Q4 2025 | Feb 12, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 1,509,542 | 302,344 | 5.49% | 6.03% | 137 | -21,156 | -1.38% | Q4 2025 | Jan 07, 2026 |
| Fiera Capital Corp | History | Reduced | 481,937 | 302,237 | 0.96% | 0.97% | 138 | -9,484 | -1.93% | Q4 2025 | Feb 11, 2026 |
| M&T BANK CORP | History | Reduced | 478,502 | 300,083 | 0.96% | 0.99% | 139 | -1,950 | -0.41% | Q4 2025 | Jan 30, 2026 |
| JANUS HENDERSON GROUP PLC | History | Reduced | 476,793 | 299,011 | 0.13% | 0.14% | 140 | -11,901 | -2.44% | Q4 2025 | Feb 17, 2026 |
| Liquid Strategies, LLC | History | Reduced | 471,333 | 295,587 | 64.34% | 67.27% | 141 | -62,044 | -11.63% | Q4 2025 | Jan 27, 2026 |
| Keel Point, LLC | History | Added to | 469,568 | 294,480 | 17.74% | 16.98% | 142 | +18,636 | 4.13% | Q4 2025 | Feb 12, 2026 |
| SCS Capital Management LLC | History | Added to | 462,701 | 290,173 | 3.07% | 3.1% | 143 | +119 | 0.03% | Q4 2025 | Feb 10, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 462,287 | 289,914 | 5.88% | 6.02% | 144 | +28,881 | 6.66% | Q4 2025 | Feb 09, 2026 |
| MCF Advisors LLC | History | Reduced | 458,913 | 287,798 | 15.9% | 17.76% | 145 | -13,392 | -2.84% | Q4 2025 | Feb 11, 2026 |
| SUN LIFE FINANCIAL INC | History | Reduced | 457,725 | 287,053 | 15.07% | 15.27% | 146 | -31,203 | -6.38% | Q4 2025 | Feb 12, 2026 |
| West Virginia University Foundation, Inc | History | Added to | 452,174 | 283,571 | 53.71% | 59.47% | 147 | +82,896 | 22.45% | Q4 2025 | Feb 24, 2026 |
| Norinchukin Bank, The | History | Added to | 450,080 | 282,258 | 3.29% | 2.98% | 148 | +87,500 | 24.13% | Q4 2025 | Feb 17, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 445,220 | 280,365 | 0.5% | 0.31% | 149 | +191,389 | 75.4% | Q4 2025 | Feb 05, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 445,834 | 279,595 | 1.15% | 1.17% | 150 | +28,018 | 6.71% | Q4 2025 | Feb 13, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 432,360 | 271,145 | 0.03% | 0.03% | 151 | -1,939 | -0.45% | Q4 2025 | Feb 17, 2026 |
| Karpus Management, Inc. | History | Reduced | 422,908 | 265,218 | 8.15% | 8.6% | 152 | -20,604 | -4.65% | Q4 2025 | Feb 17, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Reduced | 421,733 | 264,481 | 0.69% | 0.77% | 153 | -53,594 | -11.28% | Q4 2025 | Feb 17, 2026 |
| BROWN ADVISORY INC | History | Added to | 419,594 | 263,140 | 0.37% | 0.29% | 154 | +59,249 | 16.44% | Q4 2025 | Feb 13, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 414,081 | 259,682 | 6.77% | 7.56% | 155 | +6,684 | 1.64% | Q4 2025 | Feb 02, 2026 |
| AXIS CAPITAL HOLDINGS LTD | History | No change | 413,884 | 259,559 | 91.09% | 96.04% | 156 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Smithfield Trust Co | History | Reduced | 413,101 | 259,115 | 11.46% | 11.43% | 157 | -4,646 | -1.11% | Q4 2025 | Feb 09, 2026 |
| Itau Unibanco Holding S.A. | History | Added to | 410,577 | 257,485 | 6.17% | 6.87% | 158 | +74,092 | 22.02% | Q4 2025 | Feb 13, 2026 |
| USS Investment Management Ltd | History | Reduced | 406,404 | 254,843 | 1.18% | 3.04% | 159 | -685,763 | -62.79% | Q4 2025 | Feb 13, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 405,962 | 254,590 | 1.94% | 2.09% | 160 | +4,314 | 1.07% | Q4 2025 | Jan 14, 2026 |
| Employees Retirement System of Texas | History | New | 403,400 | 252,984 | 2.06% | — | 161 | +403,400 | New | Q4 2025 | Feb 09, 2026 |
| INVICTUS PRIVATE WEALTH, LLC | History | Added to | 403,160 | 252,834 | 15.3% | 14.76% | 162 | +18,166 | 4.72% | Q4 2025 | Feb 13, 2026 |
| MAKENA CAPITAL MANAGEMENT LLC | History | Reduced | 401,937 | 252,066 | 30.21% | 32.23% | 163 | -107,821 | -21.15% | Q4 2025 | Feb 03, 2026 |
| Allianz Asset Management GmbH | History | Reduced | 399,194 | 250,346 | 0.25% | 0.29% | 164 | -25,885 | -6.09% | Q4 2025 | Feb 11, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 397,484 | 249,274 | 1.36% | 1.19% | 165 | -7,754 | -1.91% | Q4 2025 | Jan 29, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 395,782 | 248,207 | 0.57% | 0.57% | 166 | +766 | 0.19% | Q4 2025 | Feb 11, 2026 |
| TSG Advice Partners, LLC | History | New | 395,063 | 247,755 | 37.82% | — | 167 | +395,063 | New | Q4 2025 | Feb 17, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 383,021 | 240,203 | 2.57% | 2.9% | 168 | +69,582 | 22.2% | Q4 2025 | Jan 23, 2026 |
| WIT, LLC | History | Added to | 382,779 | 240,052 | 4.81% | 1.3% | 169 | +289,303 | 309.49% | Q4 2025 | Feb 17, 2026 |
| REGIONS FINANCIAL CORP | History | Reduced | 382,636 | 239,962 | 1.54% | 4.36% | 170 | -1,480,199 | -79.46% | Q4 2025 | Jan 27, 2026 |
| LINCOLN NATIONAL CORP | History | Reduced | 381,655 | 239,347 | 7.0% | 6.69% | 171 | -1,533 | -0.4% | Q4 2025 | Feb 09, 2026 |
| Fusion Family Wealth, LLC | History | Added to | 380,778 | 238,797 | 18.1% | 17.14% | 172 | +7,096 | 1.9% | Q4 2025 | Feb 04, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 375,230 | 235,317 | 0.63% | 0.54% | 173 | +45,211 | 13.7% | Q4 2025 | Feb 17, 2026 |
| Sageworth Trust Co | History | Added to | 372,915 | 233,866 | 10.02% | 10.12% | 174 | +18,072 | 5.09% | Q4 2025 | Feb 03, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 372,650 | 233,700 | 2.64% | 2.72% | 175 | -4,223 | -1.12% | Q4 2025 | Jan 20, 2026 |
| NEW YORK LIFE INSURANCE CO | History | No change | 372,170 | 233,398 | 51.17% | 56.14% | 176 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 369,998 | 232,036 | 5.97% | 5.81% | 177 | -419 | -0.11% | Q4 2025 | Feb 03, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 363,127 | 227,728 | 2.94% | 2.97% | 178 | +3,401 | 0.95% | Q4 2025 | Feb 09, 2026 |
| Gleason Group, Inc. | History | Reduced | 360,592 | 226,137 | 22.17% | 22.18% | 179 | -68 | -0.02% | Q4 2025 | Jan 15, 2026 |
| STEEL GROVE CAPITAL ADVISORS, LLC | History | Added to | 357,525 | 224,214 | 23.29% | 23.28% | 180 | +12,185 | 3.53% | Q4 2025 | Feb 09, 2026 |
| WELCH CAPITAL PARTNERS LLC/NY | History | Reduced | 355,231 | 222,776 | 44.65% | 44.87% | 181 | -524 | -0.15% | Q4 2025 | Feb 12, 2026 |
| Price Financial Group Wealth Management, Inc | History | New | 356 | 222,725 | 7.05% | — | 182 | +356 | New | Q4 2025 | Feb 17, 2026 |
| EP Wealth Advisors, LLC | History | New | 353,724 | 221,830 | 1.15% | — | 183 | +353,724 | New | Q4 2025 | Feb 18, 2026 |
| Powers Capital, LLC | History | No change | 350,822 | 220,011 | 99.07% | 99.06% | 184 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Trajan Wealth LLC | History | Reduced | 346,296 | 217,172 | 9.05% | 9.31% | 185 | -5,782 | -1.64% | Q4 2025 | Feb 06, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 345,478 | 216,680 | 1.64% | — | 186 | +345,478 | New | Q4 2025 | Feb 18, 2026 |
| AE Wealth Management LLC | History | Added to | 338,280 | 212,147 | 1.22% | 1.3% | 187 | +6,423 | 1.94% | Q4 2025 | Jan 26, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Added to | 336,080 | 210,765 | 2.76% | 2.73% | 188 | +455 | 0.14% | Q4 2025 | Jan 22, 2026 |
| MEANS INVESTMENT CO., INC. | History | Added to | 335,586 | 210,455 | 17.73% | 16.6% | 189 | +22,314 | 7.12% | Q4 2025 | Jan 26, 2026 |
| First American Financial Corp | History | Added to | 334,066 | 209,502 | 56.11% | 54.14% | 190 | +64,345 | 23.86% | Q4 2025 | Feb 11, 2026 |
| Retirement Systems of Alabama | History | Reduced | 332,799 | 208,708 | 0.68% | 0.71% | 191 | -16,365 | -4.69% | Q4 2025 | Jan 15, 2026 |
| GeoWealth Management, LLC | History | Added to | 332,774 | 208,690 | 7.69% | 7.24% | 192 | +8,866 | 2.74% | Q4 2025 | Feb 17, 2026 |
| DAVENPORT & Co LLC | History | Added to | 332,599 | 208,582 | 1.11% | 0.93% | 193 | +48,572 | 17.1% | Q4 2025 | Jan 12, 2026 |
| Savvy Advisors, Inc. | History | Added to | 326,075 | 204,491 | 6.61% | 6.47% | 194 | +96,367 | 41.95% | Q4 2025 | Jan 20, 2026 |
| ALBION FINANCIAL GROUP /UT | History | Reduced | 325,357 | 204,041 | 12.7% | 12.2% | 195 | -4,432 | -1.34% | Q4 2025 | Jan 21, 2026 |
| TRB Advisors LP | History | Reduced | 325,000 | 203,817 | 47.74% | 58.61% | 196 | -150,000 | -31.58% | Q4 2025 | Feb 09, 2026 |
| EQUITABLE TRUST CO | History | Added to | 323,425 | 202,829 | 9.06% | 8.84% | 197 | +9,238 | 2.94% | Q4 2025 | Feb 02, 2026 |
| JABODON PT CO | History | New | 322,647 | 202,342 | 26.77% | — | 198 | +322,647 | New | Q4 2025 | Feb 11, 2026 |
| Human Investing LLC | History | Added to | 317,084 | 198,853 | 28.08% | 27.8% | 199 | +9,844 | 3.2% | Q4 2025 | Jan 27, 2026 |
| AMG National Trust Bank | History | Added to | 316,444 | 198,451 | 4.67% | 4.27% | 200 | +29,545 | 10.3% | Q4 2025 | Jan 30, 2026 |
| Blue Trust, Inc. | History | Reduced | 315,339 | 197,758 | 2.23% | 2.21% | 201 | -5,538 | -1.73% | Q4 2025 | Jan 16, 2026 |
| Betterment LLC | History | Added to | 312,521 | 195,991 | 0.37% | 0.37% | 202 | +8,909 | 2.93% | Q4 2025 | Feb 12, 2026 |
| Zhang Financial LLC | History | Added to | 310,861 | 194,950 | 7.27% | 7.54% | 203 | +7,705 | 2.54% | Q4 2025 | Feb 10, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 310,808 | 194,916 | 2.63% | 2.77% | 204 | +73,480 | 30.96% | Q4 2025 | Feb 06, 2026 |
| INTRUST BANK NA | History | Reduced | 310,766 | 194,890 | 16.14% | 16.16% | 205 | -6,451 | -2.03% | Q4 2025 | Feb 06, 2026 |
| &PARTNERS | History | Added to | 304,035 | 191,149 | 1.0% | 0.67% | 206 | +135,226 | 80.11% | Q4 2025 | Feb 17, 2026 |
| Equitable Holdings, Inc. | History | Added to | 302,489 | 189,699 | 1.3% | 1.28% | 207 | +18,889 | 6.66% | Q4 2025 | Feb 17, 2026 |
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | History | Reduced | 300,700 | 188,577 | 6.3% | 6.99% | 208 | -9,300 | -3.0% | Q4 2025 | Feb 05, 2026 |
| Private Advisor Group, LLC | History | Reduced | 294,380 | 184,614 | 0.87% | 0.95% | 209 | -21,901 | -6.92% | Q4 2025 | Feb 17, 2026 |
| TAIYO LIFE INSURANCE CO | History | No change | 290,100 | 181,930 | 15.57% | 15.57% | 210 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 289,976 | 181,852 | 1.78% | 1.86% | 211 | -5,704 | -1.93% | Q4 2025 | Feb 13, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Added to | 289,525 | 181,570 | 2.29% | 2.22% | 212 | +10,580 | 3.79% | Q4 2025 | Feb 10, 2026 |
| American Trust | History | Reduced | 289,240 | 181,391 | 15.25% | 16.07% | 213 | -21,369 | -6.88% | Q4 2025 | Feb 17, 2026 |
| Sterling Capital Management LLC | History | Reduced | 287,591 | 180,356 | 2.93% | 2.69% | 214 | -12,005 | -4.01% | Q4 2025 | Feb 13, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 287,584 | 180,352 | 2.05% | 2.59% | 215 | +40,789 | 16.53% | Q4 2025 | Jan 29, 2026 |
| TLT Family Holdco ULC | History | Reduced | 285,650 | 179,139 | 19.67% | 17.64% | 216 | -29,850 | -9.46% | Q4 2025 | Feb 13, 2026 |
| Glassman Wealth Services | History | Added to | 285,053 | 178,765 | 24.12% | 24.32% | 217 | +2,390 | 0.85% | Q4 2025 | Jan 28, 2026 |
| Wescott Financial Advisory Group, LLC | History | Reduced | 284,296 | 178,290 | 15.56% | 16.13% | 218 | -9,220 | -3.14% | Q4 2025 | Feb 12, 2026 |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | History | Added to | 284,075 | 178,152 | 0.14% | 0.1% | 219 | +86,588 | 43.84% | Q4 2025 | Feb 11, 2026 |
| Merit Financial Group, LLC | History | Reduced | 282,059 | 176,887 | 1.42% | 1.66% | 220 | -12,460 | -4.23% | Q4 2025 | Jan 26, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 277,910 | 176,811 | 0.57% | 0.6% | 221 | -15,261 | -5.21% | Q4 2025 | Feb 18, 2026 |
| Hardy Reed LLC | History | Added to | 281,146 | 176,315 | 12.57% | 12.64% | 222 | +714 | 0.25% | Q4 2025 | Feb 06, 2026 |
| GoalVest Advisory LLC | History | Added to | 276,212 | 173,220 | 33.18% | 33.98% | 223 | +14,524 | 5.55% | Q4 2025 | Jan 05, 2026 |
| Fairfield University | History | Reduced | 270,794 | 169,822 | 85.53% | 84.14% | 224 | -6,480 | -2.34% | Q4 2025 | Feb 12, 2026 |
| Circle Wealth Management, LLC | History | Added to | 270,210 | 169,456 | 2.61% | 1.72% | 225 | +126,167 | 87.59% | Q4 2025 | Feb 13, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 266,263 | 168,765 | 4.16% | 4.29% | 226 | +6,653 | 2.56% | Q4 2025 | Jan 28, 2026 |
| World Investment Advisors | History | Added to | 267,475 | 167,741 | 2.72% | 3.05% | 227 | +24,142 | 9.92% | Q4 2025 | Mar 12, 2026 |
| GREENWOOD GEARHART INC | History | Reduced | 265,400 | 166,440 | 9.16% | 9.6% | 228 | -6,649 | -2.44% | Q4 2025 | Feb 04, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 264,661 | 165,977 | 1.02% | 1.01% | 229 | +7,513 | 2.92% | Q4 2025 | Jan 29, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 261,155 | 163,777 | 0.63% | 0.63% | 230 | -793 | -0.3% | Q4 2025 | Feb 12, 2026 |
| Opus Capital Group, LLC | History | Reduced | 259,044 | 162,454 | 17.6% | 18.18% | 231 | -5,165 | -1.95% | Q4 2025 | Jan 30, 2026 |
| Allen Investment Management, LLC | History | Added to | 258,455 | 162,084 | 1.8% | 1.75% | 232 | +733 | 0.28% | Q4 2025 | Feb 10, 2026 |
| CHOREO, LLC | History | Added to | 256,152 | 161,816 | 2.06% | 1.78% | 233 | +33,232 | 14.91% | Q4 2025 | Jan 23, 2026 |
| Savant Capital, LLC | History | Added to | 257,191 | 161,292 | 0.92% | 0.84% | 234 | +31,238 | 13.82% | Q4 2025 | Feb 10, 2026 |
| Venturi Wealth Management, LLC | History | Added to | 256,931 | 161,128 | 7.15% | 7.11% | 235 | +6,848 | 2.74% | Q4 2025 | Jan 22, 2026 |
| Lutz Financial Services LLC | History | Added to | 253,536 | 159,000 | 10.81% | 10.95% | 236 | +6,616 | 2.68% | Q4 2025 | Feb 06, 2026 |
| BIP Wealth, LLC | History | Added to | 251,628 | 157,803 | 5.57% | 4.68% | 237 | +96,904 | 62.63% | Q4 2025 | Jan 21, 2026 |
| Global Wealth Strategies & Associates | History | Added to | 248,751 | 155,999 | 38.89% | 38.46% | 238 | +4,494 | 1.84% | Q4 2025 | Jan 02, 2026 |
| UNITED SERVICES AUTOMOBILE ASSOCIATION | History | Added to | 247,379 | 155,138 | 9.82% | 8.28% | 239 | +53,920 | 27.87% | Q4 2025 | Feb 04, 2026 |
| Bogart Wealth, LLC | History | Reduced | 246,361 | 154,500 | 6.2% | 6.12% | 240 | -161 | -0.07% | Q4 2025 | Jan 30, 2026 |
| Banco Santander, S.A. | History | New | 245,748 | 154,115 | 1.15% | — | 241 | +245,748 | New | Q4 2025 | Feb 13, 2026 |
| Permanent Capital Management, LP | History | Added to | 245,519 | 153,972 | 30.0% | 27.94% | 242 | +2,176 | 0.89% | Q4 2025 | Jan 07, 2026 |
| Stephens Greth Foundation | History | New | 245,401 | 153,898 | 88.48% | — | 243 | +245,401 | New | Q4 2025 | Feb 09, 2026 |
| Bouchey Financial Group Ltd | History | Added to | 242,835 | 152,289 | 11.42% | 0.41% | 244 | +234,063 | 2668.3% | Q4 2025 | Jan 16, 2026 |
| Southern Farm Bureau Life Insurance | History | Added to | 242,780 | 152,228 | 15.72% | 14.39% | 245 | +43,665 | 21.93% | Q4 2025 | Jan 28, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | Added to | 241,230 | 151,282 | 5.74% | 0.97% | 246 | +181,625 | 304.71% | Q4 2025 | Feb 04, 2026 |
| Hirtle Callaghan & Co LLC | History | Reduced | 238,056 | 149,292 | 5.08% | 5.34% | 247 | -9,833 | -3.97% | Q4 2025 | Feb 04, 2026 |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | History | No change | 236,572 | 148,354 | 0.77% | 0.8% | 248 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| First Western Trust Bank | History | Reduced | 236,042 | 148,029 | 7.28% | 6.93% | 249 | -10,275 | -4.17% | Q4 2025 | Feb 12, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Reduced | 236,007 | 148,007 | 2.79% | 2.94% | 250 | -5,325 | -2.21% | Q4 2025 | Feb 10, 2026 |
| Wiser Wealth Management, Inc | History | Added to | 233,095 | 146,180 | 32.5% | 32.46% | 251 | +1,260 | 0.54% | Q4 2025 | Jan 12, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | Reduced | 228,320 | 143,186 | 11.59% | 11.54% | 252 | -1,609 | -0.7% | Q4 2025 | Feb 06, 2026 |
| ALM First Financial Advisors, LLC | History | Reduced | 261,088 | 143,159 | 28.35% | 29.39% | 253 | -18,407 | -6.59% | Q4 2025 | Jan 15, 2026 |
| Strategic Investment Advisors / MI | History | Added to | 227,965 | 143,048 | 12.37% | 11.52% | 254 | +158,296 | 227.21% | Q4 2025 | Feb 17, 2026 |
| Millburn Ridgefield LLC /DE/ | History | Reduced | 227,957 | 142,958 | 3.41% | 3.36% | 255 | -1,607 | -0.7% | Q4 2025 | Feb 02, 2026 |
| Catalyst Capital Advisors LLC | History | Reduced | 227,957 | 142,958 | 2.94% | 2.83% | 256 | -1,607 | -0.7% | Q4 2025 | Feb 10, 2026 |
| Litman Gregory Wealth Management LLC | History | Reduced | 226,423 | 141,996 | 10.38% | 11.27% | 257 | -21,250 | -8.58% | Q4 2025 | Feb 12, 2026 |
| Korea Investment CORP | History | Added to | 224,898 | 141,040 | 0.28% | 0.2% | 258 | +63,808 | 39.61% | Q4 2025 | Feb 13, 2026 |
| Clarius Group, LLC | History | Reduced | 222,141 | 139,311 | 7.95% | 8.13% | 259 | -2,042 | -0.91% | Q4 2025 | Jan 14, 2026 |
| CWM, LLC | History | Reduced | 220,765 | 138,449 | 0.38% | 0.42% | 260 | -8,191 | -3.58% | Q4 2025 | Jan 26, 2026 |
| Steele Capital Management, Inc. | History | Added to | 218,957 | 137,314 | 5.89% | 5.9% | 261 | +2,353 | 1.09% | Q4 2025 | Jan 27, 2026 |
| TECTONIC ADVISORS LLC | History | Added to | 217,890 | 136,645 | 7.21% | 6.84% | 262 | +13,431 | 6.57% | Q4 2025 | Jan 23, 2026 |
| NewEdge Wealth, LLC | History | Added to | 217,086 | 136,141 | 1.54% | 0.48% | 263 | +163,272 | 303.4% | Q4 2025 | Feb 03, 2026 |
| Yarbrough Capital, LLC | History | No change | 216,447 | 135,740 | 4.23% | 4.12% | 264 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Fund Evaluation Group, LLC | History | Reduced | 210,473 | 131,993 | 4.37% | 4.68% | 265 | -746 | -0.35% | Q4 2025 | Feb 11, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 205,787 | 129,055 | 2.31% | 1.31% | 266 | +100,785 | 95.98% | Q4 2025 | Jan 16, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 205,731 | 129,020 | 1.57% | 1.66% | 267 | -9,813 | -4.55% | Q4 2025 | Jan 21, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 205,106 | 128,627 | 0.94% | 0.91% | 268 | +12,608 | 6.55% | Q4 2025 | Feb 12, 2026 |
| William Marsh Rice University | History | Added to | 204,415 | 128,194 | 63.01% | 49.01% | 269 | +87,616 | 75.01% | Q4 2025 | Jan 15, 2026 |
| Keewaydin Investments LLC | History | New | 203,790 | 127,802 | 34.0% | — | 270 | +203,790 | New | Q4 2025 | Feb 10, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 203,595 | 127,680 | 0.07% | 0.06% | 271 | +44,768 | 28.19% | Q4 2025 | Feb 06, 2026 |
| BANK HAPOALIM BM | History | Added to | 202,733 | 127,134 | 11.04% | 15.26% | 272 | +61 | 0.03% | Q4 2025 | Feb 17, 2026 |
| Caprock Group, LLC | History | Reduced | 201,947 | 126,647 | 2.68% | 3.02% | 273 | -4,733 | -2.29% | Q4 2025 | Jan 28, 2026 |
| Ancora Advisors LLC | History | Reduced | 201,751 | 126,524 | 2.61% | 2.47% | 274 | -284 | -0.14% | Q4 2025 | Feb 17, 2026 |
| AGF MANAGEMENT LTD | History | Reduced | 200,598 | 125,801 | 0.55% | 0.58% | 275 | -14,091 | -6.56% | Q4 2025 | Feb 17, 2026 |
| MAYPORT, LLC | History | Reduced | 199,759 | 125,274 | 25.23% | 26.66% | 276 | -1,200 | -0.6% | Q4 2025 | Jan 21, 2026 |
| StoneX Group Inc. | History | Added to | 199,328 | 125,013 | 5.42% | 5.32% | 277 | +559 | 0.28% | Q4 2025 | Feb 12, 2026 |
| Affiance Financial, LLC | History | Added to | 197,900 | 124,109 | 19.96% | 22.02% | 278 | +403 | 0.2% | Q4 2025 | Jan 21, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 197,182 | 123,696 | 0.06% | 0.06% | 279 | +18,231 | 10.19% | Q4 2025 | Mar 20, 2026 |
| ARROW FINANCIAL CORP | History | Reduced | 197,217 | 123,680 | 12.33% | 13.3% | 280 | -15,128 | -7.12% | Q4 2025 | Feb 05, 2026 |
| Amtrust Financial Services, Inc. | History | No change | 196,400 | 123,168 | 39.02% | 40.0% | 281 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| HB Wealth Management, LLC | History | Added to | 193,868 | 121,580 | 0.79% | 0.79% | 282 | +3,576 | 1.88% | Q4 2025 | Jan 28, 2026 |
| Waverly Advisors, LLC | History | Added to | 193,364 | 121,264 | 0.98% | 0.44% | 283 | +120,486 | 165.33% | Q4 2025 | Feb 17, 2026 |
| Performa Ltd (US), LLC | History | Added to | 190,013 | 119,162 | 30.24% | 26.87% | 284 | +24,521 | 14.82% | Q4 2025 | Feb 10, 2026 |
| Wedmont Private Capital | History | Added to | 187,783 | 119,086 | 4.14% | 3.91% | 285 | +16,827 | 9.84% | Q4 2025 | Jan 08, 2026 |
| American Family Investments, Inc. | History | Added to | 187,733 | 117,732 | 4.24% | 5.48% | 286 | +17,020 | 9.97% | Q4 2025 | Feb 04, 2026 |
| RMR Wealth Builders | History | Added to | 187,658 | 117,686 | 9.42% | 9.28% | 287 | +7,096 | 3.93% | Q4 2025 | Jan 29, 2026 |
| Charles Schwab Trust Co | History | Reduced | 187,611 | 117,656 | 7.73% | 7.88% | 288 | -1,994 | -1.05% | Q4 2025 | Jan 09, 2026 |
| J. Safra Sarasin Holding AG | History | Added to | 187,009 | 117,278 | 1.91% | 1.85% | 289 | +472 | 0.25% | Q4 2025 | Jan 15, 2026 |
| Atria Investments, Inc | History | Added to | 186,940 | 117,235 | 1.33% | 1.2% | 290 | +15,718 | 9.18% | Q4 2025 | Feb 05, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 186,853 | 117,180 | 2.03% | 2.01% | 291 | +2,393 | 1.3% | Q4 2025 | Jan 22, 2026 |
| Liberty Mutual Group Asset Management Inc. | History | New | 184,247 | 115,546 | 10.99% | — | 292 | +184,247 | New | Q4 2025 | Feb 13, 2026 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | History | Reduced | 182,948 | 114,732 | 4.28% | 4.82% | 293 | -15,015 | -7.58% | Q4 2025 | Feb 13, 2026 |
| Callan Family Office, LLC | History | Added to | 182,668 | 114,556 | 2.46% | 0.15% | 294 | +174,911 | 2254.88% | Q4 2025 | Feb 12, 2026 |
| Annandale Capital, LLC | History | New | 200,000 | 114,000 | 13.52% | — | 295 | +200,000 | New | Q4 2025 | Feb 12, 2026 |
| SEI INVESTMENTS CO | History | Added to | 180,661 | 113,297 | 0.11% | 0.11% | 296 | +11,818 | 7.0% | Q4 2025 | Feb 13, 2026 |
| RFG HOLDINGS, INC. | History | Added to | 180,604 | 113,262 | 28.39% | 28.09% | 297 | +2,827 | 1.59% | Q4 2025 | Jan 23, 2026 |
| Gotham Asset Management, LLC | History | Added to | 180,596 | 113,257 | 0.41% | 0.42% | 298 | +22,457 | 14.2% | Q4 2025 | Feb 17, 2026 |
| ASPIRIANT, LLC | History | Added to | 180,170 | 112,988 | 3.25% | 2.94% | 299 | +22,992 | 14.63% | Q4 2025 | Jan 20, 2026 |
| Sepio Capital, LP | History | Added to | 179,859 | 112,795 | 6.17% | 6.13% | 300 | +10,756 | 6.36% | Q4 2025 | Feb 12, 2026 |
| Efficient Advisors, LLC | History | Reduced | 179,276 | 112,429 | 6.56% | 6.33% | 301 | -4,080 | -2.23% | Q4 2025 | Jan 21, 2026 |
| Arkos Global Advisors | History | Reduced | 178,483 | 111,932 | 14.3% | 14.34% | 302 | -5,410 | -2.94% | Q4 2025 | Feb 13, 2026 |
| Crane Advisory, LLC | History | Reduced | 174,081 | 111,296 | 16.83% | 17.22% | 303 | -3,460 | -1.95% | Q4 2025 | Jan 15, 2026 |
| Compass Financial Group, INC/SD | History | Added to | 176,110 | 110,444 | 15.77% | 15.7% | 304 | +5,521 | 3.24% | Q4 2025 | Jan 27, 2026 |
| QUEST INVESTMENT MANAGEMENT LLC | History | New | 174,358 | 109,345 | 11.79% | — | 305 | +174,358 | New | Q4 2025 | Feb 17, 2026 |
| Advisor OS, LLC | History | Added to | 173,663 | 108,909 | 8.77% | 8.74% | 306 | +8,327 | 5.04% | Q4 2025 | Feb 04, 2026 |
| Redwood Investment Management, LLC | History | Reduced | 171,940 | 107,829 | 12.12% | 11.53% | 307 | -1,975 | -1.14% | Q4 2025 | Feb 17, 2026 |
| EVOKE WEALTH, LLC | History | Added to | 171,537 | 107,575 | 2.01% | 2.11% | 308 | +1,485 | 0.87% | Q4 2025 | Feb 06, 2026 |
| WASHINGTON TRUST Co | History | Added to | 169,390 | 106,229 | 3.47% | 3.35% | 309 | +2,716 | 1.63% | Q4 2025 | Feb 10, 2026 |
| COMMON FUND FOR NONPROFIT ORGANIZATIONS | History | Reduced | 168,431 | 105,628 | 8.58% | 9.3% | 310 | -8,325 | -4.71% | Q4 2025 | Feb 17, 2026 |
| PROFFITT & GOODSON INC | History | Added to | 167,176 | 104,841 | 14.61% | 14.53% | 311 | +1,814 | 1.1% | Q4 2025 | Jan 27, 2026 |
| One Day In July LLC | History | Reduced | 165,705 | 103,918 | 8.54% | 9.16% | 312 | -11,177 | -6.32% | Q4 2025 | Feb 04, 2026 |
| Ironclad Investments LLC | History | No change | 164,258 | 103,011 | 48.15% | 47.75% | 313 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Conrad Siegel Investment Advisors, Inc. | History | Added to | 162,851 | 102,128 | 19.37% | 20.77% | 314 | +1,260 | 0.78% | Q4 2025 | Jan 14, 2026 |
| CJM Wealth Advisers, Ltd. | History | Added to | 162,695 | 102,030 | 30.52% | 30.58% | 315 | +172 | 0.11% | Q4 2025 | Jan 23, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | Added to | 162,688 | 102,026 | 5.63% | 5.24% | 316 | +23,162 | 16.6% | Q4 2025 | Feb 17, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 162,506 | 101,911 | 0.41% | 0.41% | 317 | +5,817 | 3.71% | Q4 2025 | Feb 12, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 161,991 | 101,589 | 18.47% | 1.52% | 318 | +6,692 | 4.31% | Q4 2025 | Mar 04, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 161,962 | 101,571 | 2.07% | 2.66% | 319 | -25,949 | -13.81% | Q4 2025 | Feb 03, 2026 |
| Goldstone Financial Group, LLC | History | Added to | 161,267 | 101,135 | 11.27% | 11.21% | 320 | +6,565 | 4.24% | Q4 2025 | Feb 13, 2026 |
| COMERICA BANK | History | Added to | 159,051 | 99,745 | 0.4% | 0.36% | 321 | +1,056 | 0.67% | Q4 2025 | Jan 29, 2026 |
| Mill Creek Capital Advisors, LLC | History | Reduced | 157,728 | 98,915 | 2.02% | 2.15% | 322 | -12,807 | -7.51% | Q4 2025 | Feb 13, 2026 |
| Ensign Peak Advisors, Inc | History | Reduced | 156,342 | 98,046 | 0.17% | 0.16% | 323 | -4,032 | -2.51% | Q4 2025 | Feb 12, 2026 |
| SilverOak Wealth Management LLC | History | Reduced | 156,251 | 97,989 | 15.36% | 16.28% | 324 | -1,305 | -0.83% | Q4 2025 | Jan 28, 2026 |
| Obermeyer Wealth Partners | History | Added to | 155,497 | 97,516 | 4.46% | 4.34% | 325 | +4,079 | 2.69% | Q4 2025 | Jan 29, 2026 |
| Summit Financial, LLC | History | Added to | 155,474 | 97,502 | 1.43% | 1.43% | 326 | +2,891 | 1.89% | Q4 2025 | Feb 13, 2026 |
| Empire Life Investments Inc. | History | Added to | 154,049 | 96,608 | 5.44% | 5.31% | 327 | +6,017 | 4.06% | Q4 2025 | Feb 04, 2026 |
| Midwest Trust Co | History | Added to | 152,130 | 95,405 | 1.19% | 0.89% | 328 | +40,942 | 36.82% | Q4 2025 | Feb 04, 2026 |
| WestHill Financial Advisors, Inc. | History | Reduced | 152,088 | 95,378 | 18.12% | 18.28% | 329 | -265 | -0.17% | Q4 2025 | Jan 21, 2026 |
| BCS Wealth Management | History | Added to | 151,815 | 95,207 | 9.62% | 9.62% | 330 | +82,088 | 117.73% | Q4 2025 | Jan 26, 2026 |
| MJP ASSOCIATES INC /ADV | History | Added to | 150,351 | 94,289 | 11.79% | 11.93% | 331 | +2,421 | 1.64% | Q4 2025 | Feb 06, 2026 |
| Silphium Asset Management Ltd | History | Added to | 150,000 | 94,069 | 39.88% | 21.11% | 332 | +33,470 | 28.72% | Q4 2025 | Jan 27, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Added to | 149,999 | 94,068 | 4.11% | 4.04% | 333 | +4,298 | 2.95% | Q4 2025 | Jan 29, 2026 |
| West Financial Advisors, LLC | History | Reduced | 149,519 | 93,767 | 15.82% | 16.3% | 334 | -11,501 | -7.14% | Q4 2025 | Jan 13, 2026 |
| Composition Wealth, LLC | History | Added to | 149,365 | 93,671 | 1.34% | 1.35% | 335 | +2,229 | 1.51% | Q4 2025 | Feb 02, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 149,344 | 93,658 | 1.84% | 1.93% | 336 | -2,045 | -1.35% | Q4 2025 | Jan 14, 2026 |
| Bell Bank | History | Reduced | 149,089 | 93,498 | 4.0% | 4.77% | 337 | -30,894 | -17.16% | Q4 2025 | Jan 14, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Added to | 147,940 | 93,456 | 1.21% | 1.1% | 338 | +6,847 | 4.85% | Q4 2025 | Feb 03, 2026 |
| Beaird Harris Wealth Management, LLC | History | Added to | 146,086 | 91,615 | 6.31% | 5.82% | 339 | +12,038 | 8.98% | Q4 2025 | Feb 23, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 145,501 | 91,248 | 0.02% | 0.01% | 340 | +70,034 | 92.8% | Q4 2025 | Feb 11, 2026 |
| Trevian Wealth Management LLC | History | Added to | 144,976 | 90,921 | 43.14% | 46.49% | 341 | +3,533 | 2.5% | Q4 2025 | Feb 05, 2026 |
| Stordahl Capital Management, Inc. | History | Reduced | 144,889 | 90,864 | 18.7% | 18.84% | 342 | -1,588 | -1.08% | Q4 2025 | Jan 27, 2026 |
| LM Advisors LLC | History | Reduced | 56,899 | 90,728 | 1.63% | 7.81% | 343 | -31,618 | -35.72% | Q4 2025 | Feb 13, 2026 |
| Cambridge Advisors Inc. | History | Reduced | 144,374 | 90,541 | 17.24% | 17.56% | 344 | -2,380 | -1.62% | Q4 2025 | Jan 21, 2026 |
| MAI Capital Management | History | Added to | 143,912 | 90,251 | 0.52% | 0.51% | 345 | +9,581 | 7.13% | Q4 2025 | Feb 13, 2026 |
| CFO4Life Group, LLC | History | Reduced | 143,379 | 89,917 | 12.82% | 12.95% | 346 | -2,068 | -1.42% | Q4 2025 | Feb 06, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 143,165 | 89,783 | 0.64% | 0.57% | 347 | +14,368 | 11.16% | Q4 2025 | Feb 13, 2026 |
| WEBSTER BANK, N. A. | History | Added to | 142,704 | 89,493 | 8.39% | 8.26% | 348 | +2,467 | 1.76% | Q4 2025 | Jan 23, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Reduced | 142,674 | 89,474 | 1.84% | 2.19% | 349 | -57,072 | -28.57% | Q4 2025 | Feb 05, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 142,104 | 89,117 | 0.53% | 0.55% | 350 | -3,983 | -2.73% | Q4 2025 | Feb 09, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | Added to | 141,553 | 88,773 | 6.99% | 6.45% | 351 | +23,613 | 20.02% | Q4 2025 | Jan 28, 2026 |
| Syntegra Private Wealth Group, LLC | History | Added to | 140,174 | 87,907 | 8.07% | 7.71% | 352 | +6,622 | 4.96% | Q4 2025 | Feb 10, 2026 |
| Pinion Investment Advisors, LLC | History | Added to | 139,365 | 87,400 | 21.33% | 23.16% | 353 | +3,174 | 2.33% | Q4 2025 | Jan 29, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 137,067 | 85,959 | 1.24% | 1.14% | 354 | +14,843 | 12.14% | Q4 2025 | Feb 09, 2026 |
| Elwood & Goetz Wealth Advisory Group, LLC | History | Reduced | 135,626 | 85,055 | 14.95% | 15.98% | 355 | -324 | -0.24% | Q4 2025 | Jan 21, 2026 |
| Brookstone Capital Management | History | Added to | 133,805 | 83,912 | 0.96% | 0.9% | 356 | +10,046 | 8.12% | Q4 2025 | Jan 15, 2026 |
| Fortune 45 LLC | History | Added to | 133,219 | 83,701 | 40.03% | 39.8% | 357 | +4,746 | 3.69% | Q4 2025 | Feb 17, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 132,968 | 83,387 | 2.66% | 1.96% | 358 | +38,662 | 41.0% | Q4 2025 | Jan 12, 2026 |
| Proficio Capital Partners LLC | History | Reduced | 131,985 | 82,771 | 5.81% | 9.54% | 359 | -94,856 | -41.82% | Q4 2025 | Feb 12, 2026 |
| Jefferies Financial Group Inc. | History | Added to | 131,444 | 82,432 | 0.42% | 0.38% | 360 | +309 | 0.24% | Q4 2025 | Feb 09, 2026 |
| Brio Consultants, LLC | History | Added to | 131,014 | 82,162 | 10.68% | 10.98% | 361 | +655 | 0.5% | Q4 2025 | Feb 04, 2026 |
| Connective Capital Management, LLC | History | New | 130,110 | 81,595 | 47.93% | — | 362 | +130,110 | New | Q4 2025 | Feb 19, 2026 |
| AmeriServ Wealth Advisors | History | Reduced | 129,262 | 81,064 | 47.13% | 40.52% | 363 | -1,691 | -1.29% | Q4 2025 | Feb 10, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 129,073 | 80,945 | 3.9% | 3.82% | 364 | +39,700 | 44.42% | Q4 2025 | Feb 12, 2026 |
| Standard Family Office LLC | History | No change | 127,386 | 79,887 | 84.86% | 84.52% | 365 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Capital Group Private Client Services, Inc. | History | Added to | 127,232 | 79,791 | 1.27% | 1.25% | 366 | +5,108 | 4.18% | Q4 2025 | Feb 11, 2026 |
| Francis Financial, Inc. | History | Reduced | 126,064 | 79,058 | 15.44% | 13.74% | 367 | -102 | -0.08% | Q4 2025 | Feb 11, 2026 |
| Fidato Wealth LLC | History | Added to | 125,821 | 78,905 | 50.4% | 49.83% | 368 | +2,024 | 1.63% | Q4 2025 | Feb 13, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 125,459 | 78,679 | 2.75% | 2.8% | 369 | -199 | -0.16% | Q4 2025 | Jan 13, 2026 |
| MA Private Wealth | History | Reduced | 122,209 | 76,641 | 12.79% | 14.82% | 370 | -21,715 | -15.09% | Q4 2025 | Feb 03, 2026 |
| Trust Co of Tennessee | History | Added to | 121,922 | 76,462 | 15.19% | 11.6% | 371 | +32,056 | 35.67% | Q4 2025 | Jan 30, 2026 |
| Grove Bank & Trust | History | Added to | 121,504 | 76,198 | 8.57% | 8.57% | 372 | +1,864 | 1.56% | Q4 2025 | Jan 08, 2026 |
| Kinsale Capital Group, Inc. | History | Added to | 121,379 | 76,120 | 12.64% | 9.94% | 373 | +32,617 | 36.75% | Q4 2025 | Feb 05, 2026 |
| Summit Wealth Group, LLC | History | Added to | 121,058 | 75,919 | 17.73% | 17.92% | 374 | +62 | 0.05% | Q4 2025 | Feb 06, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | Reduced | 120,828 | 75,775 | 8.5% | 8.62% | 375 | -2,014 | -1.64% | Q4 2025 | Jan 22, 2026 |
| Selective Wealth Management, Inc. | History | Reduced | 118,716 | 75,577 | 23.59% | 24.11% | 376 | -3,058 | -2.51% | Q4 2025 | Jan 16, 2026 |
| Elm Partners Management LLC | History | Added to | 120,434 | 75,527 | 3.43% | 2.77% | 377 | +29,814 | 32.9% | Q4 2025 | Feb 10, 2026 |
| Fiduciary Wealth Partners, LLC | History | Reduced | 120,381 | 75,494 | 30.96% | 31.28% | 378 | -1,278 | -1.05% | Q4 2025 | Jan 28, 2026 |
| Dunhill Financial, LLC | History | Reduced | 119,887 | 75,184 | 18.39% | 19.78% | 379 | -3,890 | -3.14% | Q4 2025 | Jan 29, 2026 |
| Scott Capital Advisors, LLC | History | Reduced | 119,698 | 75,066 | 16.63% | 16.9% | 380 | -997 | -0.83% | Q4 2025 | Jan 12, 2026 |
| BOCHK Asset Management Ltd | History | No change | 119,000 | 74,624 | 19.93% | 19.21% | 381 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Ciovacco Capital Management LLC | History | Reduced | 118,810 | 74,509 | 37.32% | 37.03% | 382 | -1,340 | -1.12% | Q4 2025 | Feb 09, 2026 |
| Oldfather Financial Services, LLC | History | Reduced | 117,397 | 73,622 | 21.92% | 22.93% | 383 | -2,812 | -2.34% | Q4 2025 | Jan 16, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 139,225 | 73,422 | 1.78% | 1.78% | 384 | -13,052 | -8.57% | Q4 2025 | Feb 11, 2026 |
| SoundView Advisors Inc. | History | Reduced | 116,948 | 73,341 | 25.59% | 24.73% | 385 | -10,514 | -8.25% | Q4 2025 | Feb 06, 2026 |
| Larson Financial Group LLC | History | Reduced | 116,283 | 72,610 | 2.42% | 2.76% | 386 | -13,184 | -10.18% | Q4 2025 | Feb 06, 2026 |
| HRT FINANCIAL LP | History | Added to | 115,777 | 72,607 | 0.23% | 0.05% | 387 | +91,980 | 386.52% | Q4 2025 | Feb 12, 2026 |
| Investment Research & Advisory Group, Inc. | History | Reduced | 114,991 | 72,114 | 23.87% | 24.08% | 388 | -1,029 | -0.89% | Q4 2025 | Jan 20, 2026 |
| Petersen Hastings Wealth Advisors Inc. | History | New | 114,916 | 72,067 | 6.92% | — | 389 | +114,916 | New | Q4 2025 | Feb 11, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 114,824 | 72,010 | 1.25% | 0.57% | 390 | +71,010 | 162.07% | Q4 2025 | Feb 19, 2026 |
| Franklin, Parlapiano, Turner & Welch, LLC | History | Reduced | 112,994 | 71,875 | 17.85% | 18.26% | 391 | -5,007 | -4.24% | Q4 2025 | Jan 22, 2026 |
| Standpoint Asset Management, LLC | History | Reduced | 114,600 | 71,869 | 16.42% | 16.42% | 392 | -4,000 | -3.37% | Q4 2025 | Feb 12, 2026 |
| STEPHENS INC /AR/ | History | Added to | 113,894 | 71,426 | 0.89% | 0.82% | 393 | +9,458 | 9.06% | Q4 2025 | Feb 05, 2026 |
| COMMERCE BANK | History | Added to | 113,199 | 70,990 | 0.39% | 0.37% | 394 | +6,014 | 5.61% | Q4 2025 | Feb 13, 2026 |
| PRUDENTIAL PLC | History | No change | 113,192 | 70,986 | 0.56% | 0.51% | 395 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| CERTUITY, LLC | History | Added to | 113,015 | 70,875 | 4.46% | 4.48% | 396 | +6,328 | 5.93% | Q4 2025 | Jan 30, 2026 |
| NORTHEAST INVESTMENT MANAGEMENT | History | Added to | 112,924 | 70,818 | 2.77% | 2.73% | 397 | +2,087 | 1.88% | Q4 2025 | Feb 04, 2026 |
| FACTORY MUTUAL INSURANCE CO | History | Reduced | 112,887 | 70,794 | 0.72% | 1.06% | 398 | -65,250 | -36.63% | Q4 2025 | Jan 23, 2026 |
| Lansing Street Advisors | History | Reduced | 111,946 | 70,204 | 17.93% | 18.46% | 399 | -1,308 | -1.15% | Q4 2025 | Jan 26, 2026 |
| David Kennon Inc | History | Reduced | 111,761 | 70,088 | 24.91% | 25.22% | 400 | -2,645 | -2.31% | Q4 2025 | Jan 26, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 111,149 | 69,704 | 0.38% | 0.39% | 401 | +1,883 | 1.72% | Q4 2025 | Feb 11, 2026 |
| Allworth Financial LP | History | New | 110,292 | 69,167 | 0.28% | — | 402 | +110,292 | New | Q4 2025 | Feb 05, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 109,292 | 68,540 | 4.48% | 4.66% | 403 | -2,179 | -1.95% | Q4 2025 | Jan 23, 2026 |
| WEST PACES ADVISORS INC. | History | Added to | 109,074 | 68,403 | 13.23% | 13.12% | 404 | +1,438 | 1.34% | Q4 2025 | Jan 21, 2026 |
| Evercore Wealth Management, LLC | History | Added to | 108,649 | 68,137 | 1.0% | 0.76% | 405 | +24,272 | 28.77% | Q4 2025 | Feb 17, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 107,407 | 67,357 | 1.65% | 1.34% | 406 | +21,234 | 24.64% | Q4 2025 | Jan 28, 2026 |
| Valeo Financial Advisors, LLC | History | Reduced | 106,623 | 66,866 | 1.49% | 1.53% | 407 | -3,127 | -2.85% | Q4 2025 | Feb 04, 2026 |
| BRIGHTON SECURITIES CORP. | History | Added to | 106,136 | 66,561 | 32.85% | 33.59% | 408 | +833 | 0.79% | Q4 2025 | Mar 06, 2026 |
| Stephens Consulting, LLC | History | Added to | 105,780 | 66,337 | 21.44% | 21.99% | 409 | +881 | 0.84% | Q4 2025 | Jan 13, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 104,814 | 65,723 | 0.06% | 0.06% | 410 | +14,310 | 15.81% | Q4 2025 | Feb 17, 2026 |
| TradeWell Securities, LLC. | History | Added to | 104,720 | 65,672 | 25.56% | 26.7% | 411 | +1,359 | 1.31% | Q4 2025 | Feb 09, 2026 |
| AJ Advisors, LLC | History | Added to | 104,452 | 65,504 | 24.18% | 25.11% | 412 | +4,278 | 4.27% | Q4 2025 | Jan 21, 2026 |
| Sierra Capital LLC | History | Reduced | 104,183 | 65,337 | 6.91% | 7.06% | 413 | -969 | -0.92% | Q4 2025 | Feb 18, 2026 |
| Progeny 3, Inc. | History | No change | 103,300 | 64,782 | 3.49% | 3.26% | 414 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| HILL ISLAND FINANCIAL LLC | History | Added to | 103,094 | 64,653 | 15.47% | 15.68% | 415 | +522 | 0.51% | Q4 2025 | Jan 22, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 103,022 | 64,608 | 0.8% | 0.82% | 416 | -72 | -0.07% | Q4 2025 | Jan 29, 2026 |
| Ballentine Partners, LLC | History | Reduced | 102,794 | 64,465 | 0.91% | 0.91% | 417 | -4,766 | -4.43% | Q4 2025 | Feb 03, 2026 |
| MOODY NATIONAL BANK TRUST DIVISION | History | Added to | 102,704 | 64,408 | 6.2% | 5.05% | 418 | +4,991 | 5.11% | Q4 2025 | Jan 12, 2026 |
| Rathbones Group PLC | History | Reduced | 102,195 | 64,089 | 0.25% | 0.26% | 419 | -2,236 | -2.14% | Q4 2025 | Feb 06, 2026 |
| Nadler Financial Group, Inc. | History | Reduced | 102,011 | 63,974 | 5.95% | 5.98% | 420 | -494 | -0.48% | Q4 2025 | Jan 28, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | Added to | 101,741 | 63,804 | 9.42% | 9.55% | 421 | +63 | 0.06% | Q4 2025 | Feb 03, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 101,313 | 63,608 | 3.31% | 2.68% | 422 | +21,428 | 26.82% | Q4 2025 | Mar 04, 2026 |
| Jasper Ridge Partners, L.P. | History | Reduced | 100,368 | 62,943 | 1.39% | 1.43% | 423 | -3,605 | -3.47% | Q4 2025 | Feb 12, 2026 |
| Crestmont Private Wealth LLC | History | Added to | 98,561 | 61,810 | 20.09% | 19.89% | 424 | +239 | 0.24% | Q4 2025 | Feb 10, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 98,434 | 61,730 | 0.02% | 0.02% | 425 | +7,580 | 8.34% | Q4 2025 | Feb 11, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 97,525 | 61,161 | 3.43% | 3.02% | 426 | +17,685 | 22.15% | Q4 2025 | Feb 04, 2026 |
| GENTRY PRIVATE WEALTH, LLC | History | Added to | 97,347 | 61,049 | 38.47% | 39.5% | 427 | +4,735 | 5.11% | Q4 2025 | Jan 28, 2026 |
| Roundview Capital LLC | History | Added to | 97,141 | 60,919 | 3.75% | 3.72% | 428 | +1,124 | 1.17% | Q4 2025 | Feb 09, 2026 |
| Rolek Wealth Management LLC | History | Added to | 96,571 | 60,562 | 41.52% | 41.29% | 429 | +6,768 | 7.54% | Q4 2025 | Jan 26, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Added to | 96,484 | 60,507 | 3.76% | 3.8% | 430 | +880 | 0.92% | Q4 2025 | Feb 17, 2026 |
| Twele Capital Management, Inc. | History | Added to | 96,280 | 60,380 | 10.79% | 10.84% | 431 | +345 | 0.36% | Q4 2025 | Jan 09, 2026 |
| CENTRAL TRUST Co | History | Added to | 96,211 | 60,336 | 1.18% | 1.15% | 432 | +6,037 | 6.69% | Q4 2025 | Feb 02, 2026 |
| Fiduciary Group, LLC | History | Added to | 96,125 | 60,283 | 5.06% | 4.51% | 433 | +12,348 | 14.74% | Q4 2025 | Feb 12, 2026 |
| Power Alpha Investment Ltd | History | New | 95,800 | 60,079 | 6.18% | — | 434 | +95,800 | New | Q4 2025 | Jan 23, 2026 |
| NEW ENGLAND ASSET MANAGEMENT INC | History | Added to | 95,755 | 60,050 | 7.85% | 7.41% | 435 | +3,175 | 3.43% | Q4 2025 | Feb 17, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 95,049 | 59,608 | 3.55% | 3.61% | 436 | -6,793 | -6.67% | Q4 2025 | Jan 30, 2026 |
| Mutual Advisors, LLC | History | Added to | 94,448 | 59,230 | 1.27% | 1.24% | 437 | +3,058 | 3.35% | Q4 2025 | Feb 02, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 94,347 | 59,160 | 0.37% | 0.22% | 438 | +39,974 | 73.52% | Q4 2025 | Jan 27, 2026 |
| Karnit Road Accident Victims Compensation Fund | History | New | 94,007 | 58,954 | 33.32% | — | 440 | +94,007 | New | Q4 2025 | Feb 17, 2026 |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | History | No change | 94,007 | 58,954 | 8.17% | 8.4% | 439 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Safir Wealth Advisors, LLC | History | Reduced | 93,802 | 58,826 | 41.25% | 41.57% | 441 | -2,303 | -2.4% | Q4 2025 | Jan 06, 2026 |
| Fragasso Financial Advisors Inc | History | Reduced | 93,707 | 58,766 | 3.56% | 3.61% | 442 | -227 | -0.24% | Q4 2025 | Jan 07, 2026 |
| Tenon Financial LLC | History | Added to | 93,676 | 58,746 | 24.76% | 25.0% | 443 | +14,125 | 17.76% | Q4 2025 | Jan 16, 2026 |
| Next Level Wealth Planning, LLC | History | Added to | 93,333 | 58,532 | 31.15% | 31.43% | 444 | +2,419 | 2.66% | Q4 2025 | Jan 26, 2026 |
| IFG Advisors, LLC | History | Added to | 93,096 | 58,383 | 9.72% | 8.84% | 445 | +4,636 | 5.24% | Q4 2025 | Jan 13, 2026 |
| AlphaCore Capital LLC | History | Added to | 92,808 | 58,202 | 1.3% | 1.86% | 446 | +2,987 | 3.33% | Q4 2025 | Feb 05, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 92,739 | 58,159 | 0.83% | 0.64% | 447 | +6,713 | 7.8% | Q4 2025 | Feb 02, 2026 |
| Hillcrest Wealth Advisors - NY, LLC | History | Added to | 92,635 | 58,094 | 25.01% | 25.47% | 448 | +120 | 0.13% | Q4 2025 | Jan 12, 2026 |
| Souders Financial Advisors | History | Reduced | 92,612 | 58,079 | 6.65% | 6.8% | 449 | -781 | -0.84% | Q4 2025 | Feb 02, 2026 |
| Warren Street Wealth Advisors, LLC | History | Reduced | 91,374 | 57,303 | 16.38% | 17.21% | 450 | -2,861 | -3.04% | Q4 2025 | Jan 29, 2026 |
| Kearns & Associates LLC | History | Reduced | 90,937 | 57,029 | 29.46% | 29.67% | 451 | -320 | -0.35% | Q4 2025 | Jan 08, 2026 |
| Level Financial Advisors | History | Added to | 90,688 | 56,872 | 15.04% | 15.37% | 452 | +1,663 | 1.87% | Q4 2025 | Jan 26, 2026 |
| Optas, LLC | History | Reduced | 90,622 | 56,833 | 8.89% | 10.03% | 453 | -5,835 | -6.05% | Q4 2025 | Jan 27, 2026 |
| Fort Point Capital Partners LLC | History | Added to | 89,229 | 56,804 | 6.38% | 5.42% | 454 | +14,206 | 18.94% | Q4 2025 | Feb 13, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 89,455 | 56,100 | 2.12% | 2.12% | 455 | -565 | -0.63% | Q4 2025 | Feb 17, 2026 |
| Headlands Technologies LLC | History | Added to | 88,151 | 55,282 | 4.61% | 1.23% | 456 | +62,964 | 249.99% | Q4 2025 | Feb 13, 2026 |
| Freestone Capital Holdings, LLC | History | Added to | 87,882 | 55,113 | 1.63% | 1.61% | 457 | +2,272 | 2.65% | Q4 2025 | Jan 23, 2026 |
| Advanced Asset Management Advisors Inc | History | Added to | 87,471 | 54,855 | 14.98% | 14.31% | 458 | +70 | 0.08% | Q4 2025 | Feb 02, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Added to | 86,969 | 54,540 | 0.6% | 0.51% | 459 | +14,311 | 19.7% | Q4 2025 | Feb 12, 2026 |
| EMC Capital Management | History | Added to | 84,254 | 53,584 | 23.8% | 24.15% | 460 | +883 | 1.06% | Q4 2025 | Mar 09, 2026 |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | History | Reduced | 85,358 | 53,530 | 3.96% | 3.67% | 461 | -2,696 | -3.06% | Q4 2025 | Jan 23, 2026 |
| Topsail Wealth Management, LLC | History | Added to | 85,292 | 53,489 | 7.83% | 6.35% | 462 | +24,236 | 39.69% | Q4 2025 | Feb 04, 2026 |
| 3Chopt Investment Partners, LLC | History | Added to | 85,011 | 53,312 | 11.94% | 11.47% | 463 | +2,892 | 3.52% | Q4 2025 | Feb 10, 2026 |
| AlTi Global, Inc. | History | Added to | 84,859 | 53,217 | 1.14% | 1.22% | 464 | +396 | 0.47% | Q4 2025 | Feb 13, 2026 |
| Compound Planning, Inc. | History | Added to | 84,447 | 52,959 | 1.55% | 1.59% | 465 | +4,164 | 5.19% | Q4 2025 | Feb 19, 2026 |
| Drucker Wealth 3.0, LLC | History | Added to | 83,964 | 52,656 | 9.26% | 8.77% | 466 | +3,524 | 4.38% | Q4 2025 | Feb 03, 2026 |
| Crescent Grove Advisors, LLC | History | Added to | 83,555 | 52,400 | 4.86% | 4.86% | 467 | +148 | 0.18% | Q4 2025 | Feb 11, 2026 |
| Taikang Asset Management (Hong Kong) Co Ltd | History | Reduced | 83,414 | 52,311 | 5.17% | 7.33% | 468 | -23,751 | -22.16% | Q4 2025 | Feb 17, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 83,341 | 52,265 | 0.02% | 0.06% | 469 | -102,171 | -55.08% | Q4 2025 | Feb 10, 2026 |
| Resolute Advisors LLC | History | Added to | 82,979 | 52,038 | 16.97% | 12.55% | 470 | +3,359 | 4.22% | Q4 2025 | Feb 11, 2026 |
| HBW ADVISORY SERVICES LLC | History | Reduced | 82,977 | 52,037 | 5.65% | 5.72% | 471 | -48 | -0.06% | Q4 2025 | Jan 23, 2026 |
| Storen Legacy Partners, LLC | History | New | 82,837 | 51,949 | 16.3% | — | 473 | +82,837 | New | Q4 2025 | Mar 05, 2026 |
| Sage Mountain Advisors LLC | History | Added to | 82,836 | 51,949 | 2.75% | 2.87% | 472 | +1,026 | 1.25% | Q4 2025 | Jan 23, 2026 |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | History | Added to | 81,172 | 51,806 | 7.4% | 8.02% | 474 | +2,185 | 2.77% | Q4 2025 | Feb 11, 2026 |
| Rooted Wealth Advisors, Inc. | History | Reduced | 81,725 | 51,560 | 14.5% | 15.45% | 475 | -602 | -0.73% | Q4 2025 | Feb 09, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 81,584 | 51,195 | 0.09% | 0.07% | 476 | -2,549 | -3.03% | Q4 2025 | Feb 13, 2026 |
| Boyd Wealth Management, LLC | History | Reduced | 81,632 | 51,194 | 21.71% | 21.72% | 477 | -731 | -0.89% | Q4 2025 | Jan 28, 2026 |
| SAGE FINANCIAL GROUP INC | History | Reduced | 81,607 | 51,178 | 3.39% | 3.41% | 478 | -304 | -0.37% | Q4 2025 | Jan 27, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 80,896 | 51,175 | 4.52% | 4.58% | 479 | -1,734 | -2.1% | Q4 2025 | Jan 28, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 81,593 | 51,169 | 1.24% | 0.89% | 480 | +21,975 | 36.86% | Q4 2025 | Feb 13, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | Added to | 81,402 | 51,049 | 0.27% | 0.26% | 481 | +2,105 | 2.65% | Q4 2025 | Jan 13, 2026 |
| Innovative Wealth Building LLC | History | Added to | 81,093 | 50,855 | 37.07% | 34.89% | 482 | +7,998 | 10.94% | Q4 2025 | Feb 17, 2026 |
| Sompo Asset Management Co., Ltd. | History | Reduced | 80,918 | 50,746 | 8.7% | 8.65% | 483 | -1,101 | -1.34% | Q4 2025 | Feb 13, 2026 |
| Global Retirement Partners, LLC | History | Added to | 80,877 | 50,720 | 0.9% | 1.06% | 484 | +3,610 | 4.67% | Q4 2025 | Feb 06, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 80,851 | 50,704 | 0.66% | 0.66% | 485 | +6,237 | 8.36% | Q4 2025 | Feb 10, 2026 |
| Sigma Planning Corp | History | Added to | 80,619 | 50,505 | 1.39% | 1.39% | 486 | +859 | 1.08% | Q4 2025 | Jan 30, 2026 |
| Marex Group plc | History | Added to | 80,351 | 50,390 | 0.32% | 0.2% | 487 | +33,207 | 70.44% | Q4 2025 | Feb 12, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 79,804 | 50,047 | 0.57% | 0.57% | 488 | -1,831 | -2.24% | Q4 2025 | Feb 13, 2026 |
| ALLIANZ SE | History | Added to | 79,361 | 49,769 | 0.64% | 0.72% | 489 | +24,307 | 44.15% | Q4 2025 | Feb 13, 2026 |
| ForthRight Wealth Management, LLC | History | Reduced | 78,913 | 49,488 | 14.23% | 14.32% | 490 | -1,549 | -1.93% | Q4 2025 | Jan 13, 2026 |
| HBK Sorce Advisory LLC | History | Reduced | 77,874 | 49,468 | 1.14% | 1.24% | 491 | -3,240 | -3.99% | Q4 2025 | Feb 09, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 78,774 | 49,401 | 0.59% | 0.64% | 492 | -37,793 | -32.42% | Q4 2025 | Feb 13, 2026 |
| GREENLEAF TRUST | History | Reduced | 78,354 | 49,138 | 0.45% | 0.44% | 493 | -271 | -0.34% | Q4 2025 | Jan 21, 2026 |
| FIRST FINANCIAL BANKSHARES INC | History | Added to | 78,126 | 48,995 | 0.99% | 0.16% | 494 | +65,271 | 507.75% | Q4 2025 | Feb 12, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 77,056 | 48,324 | 1.03% | 1.05% | 495 | +1,078 | 1.42% | Q4 2025 | Feb 05, 2026 |
| BCK Partners, Inc. | History | Reduced | 76,456 | 47,947 | 25.91% | 26.43% | 496 | -3,696 | -4.61% | Q4 2025 | Jan 28, 2026 |
| KICKSTAND VENTURES, LLC. | History | Added to | 76,027 | 47,679 | 10.05% | 10.1% | 497 | +1,099 | 1.47% | Q4 2025 | Jan 29, 2026 |
| Lepercq De Neuflize Asset Management LLC | History | Added to | 75,989 | 47,654 | 27.25% | 26.78% | 498 | +205 | 0.27% | Q4 2025 | Feb 20, 2026 |
| STEPH & CO | History | Reduced | 75,772 | 47,518 | 13.7% | 14.28% | 499 | -575 | -0.75% | Q4 2025 | Jan 23, 2026 |
| LANDMARK WEALTH MANAGEMENT, INC. | History | Added to | 75,165 | 47,138 | 17.8% | 17.63% | 500 | +1,439 | 1.95% | Q4 2025 | Feb 13, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 73,917 | 47,017 | 1.49% | 1.55% | 501 | +595 | 0.81% | Q4 2025 | Jan 23, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Added to | 74,641 | 46,809 | 5.14% | 4.93% | 502 | +3,523 | 4.95% | Q4 2025 | Jan 20, 2026 |
| Sellwood Investment Partners LLC | History | Reduced | 74,237 | 46,556 | 18.18% | 18.21% | 503 | -479 | -0.64% | Q4 2025 | Jan 26, 2026 |
| ASSOCIATED BANC-CORP | History | Reduced | 74,231 | 46,552 | 1.19% | 1.22% | 504 | -1,630 | -2.15% | Q4 2025 | Feb 06, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | Added to | 73,806 | 46,286 | 8.79% | 5.61% | 505 | +8,174 | 12.45% | Q4 2025 | Feb 02, 2026 |
| Passaic Partners LLC | History | Reduced | 73,782 | 46,270 | 4.79% | 6.18% | 506 | -10,092 | -12.03% | Q4 2025 | Feb 11, 2026 |
| Oak Harvest Investment Services | History | Added to | 73,501 | 46,094 | 5.03% | 5.2% | 507 | +715 | 0.98% | Q4 2025 | Jan 27, 2026 |
| GreatBanc Trust CO | History | Reduced | 73,462 | 46,070 | 32.46% | 31.46% | 508 | -1,578 | -2.1% | Q4 2025 | Feb 12, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 73,251 | 45,938 | 1.43% | 1.45% | 509 | -510 | -0.69% | Q4 2025 | Jan 06, 2026 |
| FULTON BANK, N.A. | History | Added to | 73,157 | 45,878 | 1.59% | 1.44% | 510 | +5,736 | 8.51% | Q4 2025 | Jan 08, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Added to | 73,139 | 45,867 | 0.37% | 0.36% | 511 | +1,903 | 2.67% | Q4 2025 | Feb 13, 2026 |
| Landmark Wealth Management, LLC | History | Added to | 73,123 | 45,857 | 17.55% | 16.1% | 512 | +6,911 | 10.44% | Q4 2025 | Feb 05, 2026 |
| HOWLAND CAPITAL MANAGEMENT LLC | History | Added to | 72,880 | 45,705 | 1.74% | 1.66% | 513 | +1,894 | 2.67% | Q4 2025 | Feb 13, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 72,695 | 45,589 | 0.07% | 0.08% | 514 | +1,854 | 2.62% | Q4 2025 | Feb 10, 2026 |
| MBM WEALTH CONSULTANTS, LLC | History | Reduced | 72,591 | 45,523 | 10.82% | 11.11% | 515 | -485 | -0.66% | Q4 2025 | Jan 26, 2026 |
| TrustBank | History | New | 71,965 | 45,131 | 18.83% | — | 516 | +71,965 | New | Q4 2025 | Feb 09, 2026 |
| Galilei Investment Office LLP | History | Reduced | 72,900 | 44,998 | 21.2% | 21.64% | 517 | -1,912 | -2.56% | Q4 2025 | Feb 11, 2026 |
| RESOLUTE CAPITAL, LLC | History | New | 70,760 | 44,376 | 18.55% | — | 518 | +70,760 | New | Q4 2025 | Feb 10, 2026 |
| Steffes Financial, Ltd. | History | New | 70,746 | 44,366 | 23.17% | — | 519 | +70,746 | New | Q4 2025 | Feb 17, 2026 |
| Asset Management One Co., Ltd. | History | Added to | 70,032 | 44,302 | 0.12% | 0.12% | 520 | +2,468 | 3.65% | Q4 2025 | Jan 27, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 70,580 | 44,262 | 1.65% | 1.79% | 521 | +25,978 | 58.24% | Q4 2025 | Feb 04, 2026 |
| Curated Wealth Partners LLC | History | Added to | 70,385 | 44,140 | 4.77% | 4.63% | 522 | +7,931 | 12.7% | Q4 2025 | Jan 12, 2026 |
| SPIREPOINT PRIVATE CLIENT, LLC | History | Added to | 70,352 | 44,119 | 4.22% | 1.08% | 523 | +53,577 | 319.39% | Q4 2025 | Jan 22, 2026 |
| ASO GROUP Ltd | History | New | 70,325 | 44,103 | 17.23% | — | 525 | +70,325 | New | Q4 2025 | Feb 12, 2026 |
| GW HENSSLER & ASSOCIATES LTD | History | Added to | 70,326 | 44,103 | 2.12% | 0.16% | 524 | +65,001 | 1220.68% | Q4 2025 | Feb 10, 2026 |
| Avion Wealth | History | Reduced | 69,877 | 43,822 | 9.19% | 9.2% | 526 | -136 | -0.19% | Q4 2025 | Jan 23, 2026 |
| Parisi Gray Wealth Management | History | Added to | 69,078 | 43,320 | 9.83% | 10.95% | 527 | +388 | 0.56% | Q4 2025 | Jan 07, 2026 |
| Front Street Capital Management, Inc. | History | Reduced | 69,175 | 43,207 | 6.14% | 6.55% | 528 | -163 | -0.24% | Q4 2025 | Feb 18, 2026 |
| STRATEGIC ADVISORY PARTNERS, LLC | History | New | 68,740 | 43,108 | 35.77% | — | 529 | +68,740 | New | Q4 2025 | Mar 03, 2026 |
| Greenbush Financial Group, LLC | History | Added to | 68,610 | 43,027 | 14.63% | 14.96% | 530 | +4,941 | 7.76% | Q4 2025 | Jan 20, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Reduced | 68,523 | 42,972 | 2.77% | 2.78% | 531 | -326 | -0.47% | Q4 2025 | Jan 26, 2026 |
| Trust Co of the South | History | Added to | 67,910 | 42,588 | 6.85% | 5.77% | 532 | +11,148 | 19.64% | Q4 2025 | Jan 05, 2026 |
| BAILARD, INC. | History | Reduced | 67,501 | 42,332 | 0.94% | 1.34% | 533 | -32,986 | -32.83% | Q4 2025 | Feb 04, 2026 |
| St. Louis Trust Co | History | Reduced | 67,345 | 42,233 | 4.84% | 5.29% | 534 | -1,895 | -2.74% | Q4 2025 | Feb 09, 2026 |
| Atom Investors LP | History | New | 67,041 | 42,043 | 3.34% | — | 535 | +67,041 | New | Q4 2025 | Feb 17, 2026 |
| NWF Advisory Services Inc. | History | Reduced | 66,978 | 42,002 | 4.64% | 4.63% | 536 | -1,923 | -2.79% | Q4 2025 | Mar 03, 2026 |
| SigFig Wealth Management, LLC | History | Added to | 66,682 | 41,818 | 1.25% | 1.25% | 537 | +278 | 0.42% | Q4 2025 | Jan 16, 2026 |
| TRUST CO OF VERMONT | History | Added to | 66,644 | 41,794 | 1.74% | 1.49% | 538 | +10,552 | 18.81% | Q4 2025 | Jan 16, 2026 |
| Verum Partners LLC | History | Added to | 66,608 | 41,772 | 8.42% | 8.53% | 539 | +1,095 | 1.67% | Q4 2025 | Jan 14, 2026 |
| MATHER GROUP, LLC. | History | Added to | 66,515 | 41,713 | 0.43% | 0.41% | 540 | +649 | 0.99% | Q4 2025 | Jan 13, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 66,413 | 41,649 | 0.46% | 0.46% | 541 | +3,838 | 6.13% | Q4 2025 | Feb 02, 2026 |
| Cynosure Group, LLC | History | Added to | 66,391 | 41,635 | 4.24% | 4.33% | 542 | +1,307 | 2.01% | Q4 2025 | Feb 17, 2026 |
| Atlas Legacy Advisors, LLC | History | Added to | 66,339 | 41,601 | 7.28% | 7.19% | 543 | +5,484 | 9.01% | Q4 2025 | Jan 29, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 65,953 | 41,361 | 0.02% | 0.02% | 544 | +263 | 0.4% | Q4 2025 | Feb 02, 2026 |
| EAGLE WEALTH STRATEGIES LLC | History | Added to | 65,921 | 41,340 | 19.25% | 19.98% | 545 | +345 | 0.53% | Q4 2025 | Jan 06, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 65,829 | 41,284 | 1.35% | 1.23% | 546 | +7,264 | 12.4% | Q4 2025 | Feb 13, 2026 |
| PITTENGER & ANDERSON INC | History | Added to | 65,515 | 41,086 | 1.58% | 1.43% | 547 | +1,934 | 3.04% | Q4 2025 | Feb 02, 2026 |
| Jackson Wealth Management, LLC | History | Added to | 64,811 | 40,645 | 3.96% | 3.73% | 548 | +3,827 | 6.28% | Q4 2025 | Jan 20, 2026 |
| Clifford Group, LLC | History | Added to | 64,811 | 40,645 | 31.39% | 30.41% | 549 | +1,060 | 1.66% | Q4 2025 | Feb 13, 2026 |
| Vident Advisory, LLC | History | Added to | 64,767 | 40,617 | 0.37% | 0.32% | 551 | +10,382 | 19.09% | Q4 2025 | Feb 18, 2026 |
| Plancorp, LLC | History | Reduced | 64,767 | 40,617 | 1.23% | 1.3% | 550 | -2,962 | -4.37% | Q4 2025 | Feb 05, 2026 |
| Capital Management Associates, Inc | History | Added to | 64,592 | 40,507 | 8.96% | 7.62% | 552 | +18,553 | 40.3% | Q4 2025 | Jan 21, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 64,392 | 40,381 | 1.68% | 1.63% | 553 | +1,606 | 2.56% | Q4 2025 | Feb 09, 2026 |
| Apella Capital, LLC | History | Added to | 64,050 | 40,167 | 0.79% | 0.77% | 554 | +7,060 | 12.39% | Q4 2025 | Jan 21, 2026 |
| Oxler Private Wealth LLC | History | Reduced | 63,419 | 39,772 | 11.52% | 11.38% | 555 | -429 | -0.67% | Q4 2025 | Jan 23, 2026 |
| Claro Advisors Inc. | History | Added to | 62,769 | 39,364 | 5.36% | 5.24% | 556 | +4,114 | 7.01% | Q4 2025 | Feb 17, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 62,197 | 39,005 | 1.19% | 1.18% | 557 | -985 | -1.56% | Q4 2025 | Feb 11, 2026 |
| Financial Management Professionals, Inc. | History | Reduced | 62,122 | 38,958 | 4.02% | 4.09% | 558 | -1,793 | -2.81% | Q4 2025 | Jan 27, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 61,428 | 38,523 | 1.24% | 0.51% | 559 | +32,826 | 114.77% | Q4 2025 | Jan 09, 2026 |
| Ethos Financial Group, LLC | History | Reduced | 61,415 | 38,515 | 2.85% | 2.99% | 560 | -648 | -1.04% | Q4 2025 | Jan 20, 2026 |
| MFA WEALTH ADVISORS, LLC | History | Added to | 61,089 | 38,310 | 8.1% | 7.82% | 561 | +2,598 | 4.44% | Q4 2025 | Jan 14, 2026 |
| BOSTON FAMILY OFFICE LLC | History | Added to | 61,006 | 38,259 | 2.43% | 2.24% | 562 | +3,577 | 6.23% | Q4 2025 | Feb 13, 2026 |
| GenWealth Group, Inc. | History | Added to | 60,137 | 38,259 | 6.52% | 6.47% | 563 | +3,377 | 5.95% | Q4 2025 | Jan 12, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 60,876 | 38,177 | 0.7% | 0.83% | 564 | -7,948 | -11.55% | Q4 2025 | Feb 17, 2026 |
| Financial Sense Advisors, Inc. | History | Added to | 60,623 | 38,018 | 6.95% | 6.2% | 565 | +1,185 | 1.99% | Q4 2025 | Feb 13, 2026 |
| Fairway Wealth LLC | History | Added to | 60,595 | 38,000 | 10.25% | 10.4% | 566 | +53 | 0.09% | Q4 2025 | Jan 28, 2026 |
| Aufman Associates Inc | History | Reduced | 60,528 | 37,959 | 19.45% | 21.1% | 567 | -689 | -1.13% | Q4 2025 | Feb 11, 2026 |
| Aurelius Family Office LLC | History | Added to | 59,367 | 37,547 | 16.15% | 15.87% | 568 | +1,121 | 1.92% | Q4 2025 | Jan 09, 2026 |
| Thayer Partners, LLC / MA | History | New | 59,564 | 37,354 | 18.17% | — | 569 | +59,564 | New | Q4 2025 | Feb 05, 2026 |
| IFG Advisory, LLC | History | Added to | 59,525 | 37,330 | 1.63% | 1.54% | 570 | +4,367 | 7.92% | Q4 2025 | Feb 10, 2026 |
| INTEGRAL INVESTMENT ADVISORS, INC. | History | Added to | 59,419 | 37,263 | 9.24% | 9.49% | 571 | +1,924 | 3.35% | Q4 2025 | Feb 06, 2026 |
| MGO Private Wealth, LLC | History | Reduced | 59,336 | 37,211 | 23.04% | 22.91% | 572 | -3,055 | -4.9% | Q4 2025 | Feb 10, 2026 |
| Bear Mountain Capital, Inc. | History | Added to | 58,303 | 37,116 | 11.98% | 11.95% | 573 | +475 | 0.82% | Q4 2025 | Jan 22, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 59,139 | 37,087 | 0.64% | 0.8% | 574 | +2,772 | 4.92% | Q4 2025 | Feb 09, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 58,800 | 36,875 | 1.78% | 1.67% | 575 | +2,191 | 3.87% | Q4 2025 | Jan 20, 2026 |
| UNIVERSITY OF CHICAGO | History | Reduced | 58,449 | 36,655 | 17.73% | 18.78% | 576 | -4,123 | -6.59% | Q4 2025 | Feb 06, 2026 |
| Royal Fund Management, LLC | History | Added to | 58,246 | 36,653 | 3.33% | 3.49% | 577 | +10,616 | 22.29% | Q4 2025 | Jan 15, 2026 |
| FAIRFAX FINANCIAL HOLDINGS LTD/ CAN | History | No change | 58,248 | 36,524 | 1.75% | 1.73% | 578 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Crestwood Advisors Group, LLC | History | Added to | 57,749 | 36,221 | 0.6% | 0.6% | 579 | +496 | 0.87% | Q4 2025 | Feb 03, 2026 |
| Hikari Tsushin, Inc. | History | Reduced | 57,755 | 36,219 | 2.36% | 2.71% | 580 | -8,085 | -12.28% | Q4 2025 | Feb 12, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | Reduced | 57,653 | 36,155 | 2.63% | 2.76% | 581 | -13 | -0.02% | Q4 2025 | Feb 09, 2026 |
| SFM, LLC | History | Added to | 57,363 | 35,974 | 21.08% | 20.18% | 582 | +703 | 1.24% | Q4 2025 | Jan 23, 2026 |
| Garde Capital, Inc. | History | Reduced | 57,251 | 35,903 | 2.13% | 1.72% | 583 | -501 | -0.87% | Q4 2025 | Feb 10, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 57,021 | 35,759 | 0.44% | 0.61% | 584 | -28,833 | -33.58% | Q4 2025 | Feb 11, 2026 |
| Ameraudi Asset Management, Inc. | History | Reduced | 56,971 | 35,728 | 19.63% | 22.76% | 585 | -4,474 | -7.28% | Q4 2025 | Feb 11, 2026 |
| OAK HARBOR WEALTH PARTNERS, LLC | History | Reduced | 56,775 | 35,605 | 8.55% | 8.66% | 586 | -497 | -0.87% | Q4 2025 | Feb 02, 2026 |
| PARK PRESIDIO CAPITAL LLC | History | Added to | 56,565 | 35,473 | 2.89% | 2.06% | 587 | +17,948 | 46.48% | Q4 2025 | Feb 17, 2026 |
| Brooklyn FI, LLC | History | Reduced | 56,525 | 35,448 | 7.59% | 7.81% | 588 | -410 | -0.72% | Q4 2025 | Jan 21, 2026 |
| Trek Financial, LLC | History | Reduced | 56,469 | 35,413 | 2.05% | 2.32% | 589 | -7,135 | -11.22% | Q4 2025 | Feb 04, 2026 |
| Boston Trust Walden Corp | History | Added to | 56,461 | 35,408 | 0.27% | 0.24% | 590 | +2,056 | 3.78% | Q4 2025 | Jan 28, 2026 |
| FIRST MERCHANTS CORP | History | Added to | 56,278 | 35,293 | 1.31% | 1.25% | 591 | +2,189 | 4.05% | Q4 2025 | Jan 12, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 55,943 | 35,083 | 0.06% | 103.79% | 592 | +19,437 | 53.24% | Q4 2025 | Feb 17, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 55,702 | 34,932 | 0.19% | 0.12% | 593 | +23,144 | 71.09% | Q4 2025 | Feb 12, 2026 |
| GC Wealth Management RIA, LLC | History | Added to | 55,584 | 34,858 | 1.28% | 0.35% | 594 | +38,363 | 222.77% | Q4 2025 | Jan 30, 2026 |
| BARCLAYS PLC | History | Reduced | 55,447 | 34,772 | 0.01% | 0.06% | 595 | -388,118 | -87.5% | Q4 2025 | Feb 13, 2026 |
| Applied Capital LLC | History | Added to | 55,409 | 34,748 | 13.37% | 13.34% | 596 | +1,345 | 2.49% | Q4 2025 | Jan 16, 2026 |
| Precision Wealth Strategies, LLC | History | Reduced | 55,341 | 34,705 | 11.24% | 12.43% | 597 | -7,212 | -11.53% | Q4 2025 | Jan 30, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Added to | 55,269 | 34,679 | 1.03% | 1.96% | 598 | +4,438 | 8.73% | Q4 2025 | Feb 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 55,260 | 34,655 | 0.05% | — | 599 | +55,260 | New | Q4 2025 | Feb 12, 2026 |
| Topor & Co. Korea | History | New | 55,149 | 34,585 | 26.06% | — | 600 | +55,149 | New | Q4 2025 | Apr 13, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 54,891 | 34,421 | 0.29% | 0.22% | 601 | +8,587 | 18.54% | Q4 2025 | Jan 05, 2026 |
| BASSO CAPITAL MANAGEMENT, L.P. | History | Added to | 54,879 | 34,416 | 20.49% | 22.5% | 602 | +8 | 0.01% | Q4 2025 | Feb 17, 2026 |
| IFP Advisors, Inc | History | Added to | 54,402 | 34,117 | 0.77% | 0.85% | 603 | +884 | 1.65% | Q4 2025 | Feb 06, 2026 |
| Advisory Services Network, LLC | History | Added to | 54,353 | 34,086 | 0.48% | 0.47% | 604 | +2,318 | 4.45% | Q4 2025 | Feb 17, 2026 |
| R. W. Roge & Company, Inc. | History | Added to | 54,353 | 34,086 | 16.84% | 17.05% | 605 | +50 | 0.09% | Q4 2025 | Jan 23, 2026 |
| OKABENA INVESTMENT SERVICES INC | History | Reduced | 54,263 | 34,030 | 6.49% | 7.45% | 606 | -8,324 | -13.3% | Q4 2025 | Feb 13, 2026 |
| Prospera Financial Services Inc | History | Added to | 53,803 | 33,800 | 0.55% | 0.5% | 607 | +5,605 | 11.63% | Q4 2025 | Feb 09, 2026 |
| Williams Jones Wealth Management, LLC. | History | Added to | 53,699 | 33,676 | 0.38% | 0.36% | 608 | +1,667 | 3.2% | Q4 2025 | Feb 13, 2026 |
| VVR Holdings LLC | History | New | 53,529 | 33,569 | 17.45% | — | 609 | +53,529 | New | Q4 2025 | Feb 11, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 53,327 | 33,443 | 0.19% | 0.18% | 610 | +4,175 | 8.49% | Q4 2025 | Feb 03, 2026 |
| Oak Root LLC | History | Reduced | 53,303 | 33,427 | 4.04% | 4.34% | 611 | -7,884 | -12.89% | Q4 2025 | Jan 16, 2026 |
| HighRoad Wealth Advisors, LLC | History | New | 53,249 | 33,394 | 31.88% | — | 613 | +53,249 | New | Q4 2025 | Jan 27, 2026 |
| FIRST FINANCIAL CORP /IN/ | History | Added to | 53,249 | 33,394 | 12.6% | 12.41% | 612 | +1,525 | 2.95% | Q4 2025 | Jan 13, 2026 |
| SOA Wealth Advisors, LLC. | History | Added to | 53,056 | 33,272 | 5.62% | 5.57% | 614 | +2 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Lake Hills Wealth Management, LLC | History | Reduced | 52,931 | 33,194 | 17.32% | 18.57% | 615 | -3,859 | -6.8% | Q4 2025 | Jan 07, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 52,734 | 33,072 | 1.19% | 1.24% | 616 | -290 | -0.55% | Q4 2025 | Jan 27, 2026 |
| Aspire Capital Advisors LLC | History | Added to | 52,641 | 33,012 | 7.75% | 7.82% | 617 | +896 | 1.73% | Q4 2025 | Jan 16, 2026 |
| Bowman & Co S.C. | History | Added to | 52,501 | 32,929 | 13.87% | 13.36% | 618 | +763 | 1.47% | Q4 2025 | Jan 23, 2026 |
| Journey Beyond Wealth, LLC | History | Added to | 52,441 | 32,887 | 26.16% | 24.96% | 619 | +2,899 | 5.85% | Q4 2025 | Jan 23, 2026 |
| Argent Trust Co | History | Added to | 52,279 | 32,785 | 1.12% | 1.04% | 620 | +4,223 | 8.79% | Q4 2025 | Feb 10, 2026 |
| Capital Investment Management, Inc. | History | New | 52,182 | 32,725 | 11.44% | — | 621 | +52,182 | New | Q4 2025 | Apr 10, 2026 |
| Weil Company, Inc. | History | Added to | 51,975 | 32,595 | 7.5% | 7.16% | 622 | +3,416 | 7.03% | Q4 2025 | Jan 14, 2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | History | Added to | 51,927 | 32,564 | 8.02% | 7.05% | 623 | +923 | 1.81% | Q4 2025 | Jan 08, 2026 |
| TOMPKINS FINANCIAL CORP | History | Added to | 51,877 | 32,533 | 2.53% | 2.29% | 624 | +7,212 | 16.15% | Q4 2025 | Jan 08, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Added to | 51,860 | 32,522 | 1.79% | 1.8% | 625 | +121 | 0.23% | Q4 2025 | Jan 13, 2026 |
| Woodside Wealth Management LLC | History | Added to | 51,784 | 32,475 | 24.24% | 24.64% | 626 | +750 | 1.47% | Q4 2025 | Jan 30, 2026 |
| Operose Advisors LLC | History | Added to | 51,712 | 32,434 | 7.56% | 6.43% | 627 | +9,613 | 22.83% | Q4 2025 | Feb 10, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 51,657 | 32,395 | 1.18% | 1.2% | 628 | -357 | -0.69% | Q4 2025 | Feb 02, 2026 |
| Integrated Advisors Network LLC | History | Added to | 51,649 | 32,390 | 1.43% | 1.29% | 629 | +1,448 | 2.88% | Q4 2025 | Feb 17, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 51,614 | 32,368 | 0.36% | 0.37% | 630 | +155 | 0.3% | Q4 2025 | Feb 06, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 51,476 | 32,282 | 1.18% | 0.55% | 631 | +32,366 | 169.37% | Q4 2025 | Feb 09, 2026 |
| NWM ADVISORS, LLC | History | New | 50,860 | 31,895 | 27.75% | — | 632 | +50,860 | New | Q4 2025 | Feb 04, 2026 |
| Base Wealth Management LLC | History | Added to | 50,543 | 31,696 | 17.06% | 12.38% | 633 | +15,077 | 42.51% | Q4 2025 | Jan 21, 2026 |
| BBR PARTNERS, LLC | History | Reduced | 50,304 | 31,547 | 1.69% | 1.93% | 634 | -4,388 | -8.02% | Q4 2025 | Feb 11, 2026 |
| Mandatum Life Insurance Co Ltd | History | Added to | 50,132 | 31,439 | 7.18% | 6.52% | 635 | +5,590 | 12.55% | Q4 2025 | Feb 11, 2026 |
| Diana Davis Spencer Foundation | History | No change | 49,675 | 31,152 | 10.51% | 10.24% | 636 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 49,189 | 30,847 | 1.49% | 1.65% | 637 | +4,787 | 10.78% | Q4 2025 | Jan 28, 2026 |
| NICOLET BANKSHARES INC | History | Added to | 49,029 | 30,747 | 4.93% | 4.22% | 638 | +6,119 | 14.26% | Q4 2025 | Feb 09, 2026 |
| LIBERTY SQUARE WEALTH PARTNERS LLC | History | Reduced | 48,992 | 30,724 | 8.76% | 12.5% | 639 | -17,148 | -25.93% | Q4 2025 | Feb 11, 2026 |
| KilterHowling LLC | History | Added to | 48,970 | 30,710 | 15.57% | 16.09% | 640 | +1,794 | 3.8% | Q4 2025 | Feb 13, 2026 |
| FIRST NATIONAL BANK SIOUX FALLS | History | Added to | 48,812 | 30,611 | 9.16% | 8.03% | 641 | +6,777 | 16.12% | Q4 2025 | Jan 30, 2026 |
| PKO Investment Management Joint-Stock Co | History | Reduced | 48,758 | 30,577 | 2.44% | 2.71% | 642 | -3,000 | -5.8% | Q4 2025 | Feb 02, 2026 |
| Parallel Advisors, LLC | History | Reduced | 48,406 | 30,413 | 0.56% | 0.54% | 643 | -71 | -0.15% | Q4 2025 | Feb 11, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Reduced | 48,267 | 30,269 | 0.63% | 0.65% | 644 | -924 | -1.88% | Q4 2025 | Feb 18, 2026 |
| Evanson Asset Management, LLC | History | Added to | 48,228 | 30,245 | 1.63% | 1.52% | 645 | +4,200 | 9.54% | Q4 2025 | Jan 12, 2026 |
| Strategent Financial, LLC | History | Added to | 48,002 | 30,103 | 19.05% | 19.73% | 646 | +2,960 | 6.57% | Q4 2025 | Jan 29, 2026 |
| Unconventional Investor, LLC | History | Added to | 47,898 | 30,091 | 14.29% | 14.16% | 647 | +1,786 | 3.87% | Q4 2025 | Feb 05, 2026 |
| Charter Oak Capital Management, LLC | History | Reduced | 47,931 | 30,058 | 2.29% | 2.33% | 648 | -531 | -1.1% | Q4 2025 | Jan 23, 2026 |
| Motley Fool Wealth Management, LLC | History | Added to | 47,848 | 30,006 | 2.33% | 1.05% | 649 | +22,658 | 89.95% | Q4 2025 | Feb 11, 2026 |
| Westerkirk Capital Inc. | History | Reduced | 47,768 | 29,956 | 2.92% | 5.1% | 650 | -25,105 | -34.45% | Q4 2025 | Feb 11, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 47,525 | 29,804 | 1.1% | 1.17% | 651 | -859 | -1.78% | Q4 2025 | Feb 06, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Added to | 46,744 | 29,739 | 0.62% | 0.57% | 652 | +3,112 | 7.13% | Q4 2025 | Jan 26, 2026 |
| Arax Advisory Partners | History | Reduced | 47,224 | 29,615 | 0.86% | 8.58% | 653 | -2,074,285 | -97.77% | Q4 2025 | Feb 13, 2026 |
| Powerhouse Assets LLC | History | New | 47,184 | 29,590 | 26.02% | — | 654 | +47,184 | New | Q4 2025 | Jan 15, 2026 |
| Sandy Cove Advisors, LLC | History | Reduced | 47,080 | 29,525 | 8.75% | 9.92% | 655 | -3,603 | -7.11% | Q4 2025 | Feb 09, 2026 |
| FIDUCIENT ADVISORS LLC | History | Reduced | 46,899 | 29,411 | 3.65% | 7.97% | 656 | -64,111 | -57.75% | Q4 2025 | Feb 10, 2026 |
| Arkadios Wealth Advisors | History | Added to | 46,637 | 29,247 | 0.57% | 0.6% | 657 | +5,495 | 13.36% | Q4 2025 | Feb 13, 2026 |
| ROMANO BROTHERS AND COMPANY | History | Added to | 46,619 | 29,236 | 3.32% | 3.21% | 658 | +800 | 1.75% | Q4 2025 | Jan 14, 2026 |
| Oakworth Capital, Inc. | History | Added to | 46,561 | 29,199 | 1.59% | 1.62% | 659 | +664 | 1.45% | Q4 2025 | Jan 30, 2026 |
| High Net Worth Advisory Group LLC | History | Added to | 46,178 | 28,960 | 6.67% | 6.57% | 660 | +1,574 | 3.53% | Q4 2025 | Jan 23, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | Added to | 46,175 | 28,957 | 0.12% | 0.11% | 661 | +2,293 | 5.23% | Q4 2025 | Feb 09, 2026 |
| ADE, LLC | History | Added to | 46,145 | 28,938 | 14.01% | 13.94% | 662 | +1,121 | 2.49% | Q4 2025 | Feb 10, 2026 |
| LTS Liquid Investments LLC | History | New | 46,105 | 28,913 | 27.47% | — | 663 | +46,105 | New | Q4 2025 | Feb 11, 2026 |
| EnRich Financial Partners LLC | History | Added to | 45,721 | 28,673 | 7.82% | 7.83% | 664 | +797 | 1.77% | Q4 2025 | Jan 28, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 44,953 | 28,398 | 1.08% | 1.13% | 665 | +14,895 | 49.55% | Q4 2025 | Feb 13, 2026 |
| PFG Advisors | History | Reduced | 45,256 | 28,381 | 1.38% | 1.15% | 666 | -420 | -0.92% | Q4 2025 | Jan 27, 2026 |
| CANERECTOR INC | History | No change | 45,150 | 28,314 | 13.86% | 14.11% | 667 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Added to | 45,052 | 28,253 | 0.89% | 0.85% | 668 | +2,580 | 6.07% | Q4 2025 | Jan 30, 2026 |
| CONQUIS FINANCIAL LLC | History | Reduced | 45,035 | 28,242 | 24.29% | 30.37% | 669 | -7,203 | -13.79% | Q4 2025 | Feb 11, 2026 |
| Choate Investment Advisors | History | Reduced | 44,986 | 28,212 | 0.55% | 1.32% | 670 | -58,949 | -56.72% | Q4 2025 | Feb 09, 2026 |
| Southeast Asset Advisors, LLC | History | Added to | 44,982 | 28,209 | 2.68% | 3.0% | 671 | +14 | 0.03% | Q4 2025 | Feb 13, 2026 |
| Beacon Harbor Wealth Advisors, Inc. | History | Added to | 44,836 | 28,117 | 6.23% | 6.35% | 672 | +463 | 1.04% | Q4 2025 | Jan 23, 2026 |
| Canton Hathaway, LLC | History | Reduced | 44,755 | 28,067 | 5.41% | 6.04% | 673 | -6,600 | -12.85% | Q4 2025 | Jan 21, 2026 |
| North Star Investment Management Corp. | History | Added to | 44,712 | 28,015 | 1.76% | 1.74% | 674 | +600 | 1.36% | Q4 2025 | Jan 30, 2026 |
| Members Trust Co | History | Added to | 44,625 | 27,985 | 0.91% | 0.2% | 675 | +34,740 | 351.44% | Q4 2025 | Jan 15, 2026 |
| Matrix Trust Co | History | Added to | 44,596 | 27,968 | 4.62% | 4.25% | 676 | +312 | 0.7% | Q4 2025 | Jan 13, 2026 |
| O'Connor Financial Group LLC | History | Added to | 43,926 | 27,842 | 11.1% | 11.25% | 677 | +106 | 0.24% | Q4 2025 | Jan 26, 2026 |
| CWS Financial Advisors, LLC | History | Reduced | 44,193 | 27,714 | 7.52% | 7.69% | 678 | -1,036 | -2.29% | Q4 2025 | Feb 06, 2026 |
| McCollum Christoferson Group LLC | History | Added to | 44,160 | 27,694 | 8.01% | 7.02% | 679 | +4,146 | 10.36% | Q4 2025 | Jan 09, 2026 |
| Members Advisory Group LLC | History | Added to | 43,977 | 27,600 | 10.4% | 9.51% | 680 | +108 | 0.25% | Q4 2025 | Jan 27, 2026 |
| THOMPSON SIEGEL & WALMSLEY LLC | History | Reduced | 43,887 | 27,523 | 0.46% | 0.45% | 681 | -1,299 | -2.87% | Q4 2025 | Feb 10, 2026 |
| Fairscale Capital, LLC | History | Added to | 43,886 | 27,522 | 18.25% | 18.32% | 682 | +500 | 1.15% | Q4 2025 | Feb 17, 2026 |
| CVA Family Office, LLC | History | Added to | 43,760 | 27,442 | 3.16% | 3.06% | 683 | +4,939 | 12.72% | Q4 2025 | Jan 12, 2026 |
| Meridian Financial Partners LLC | History | Reduced | 43,498 | 27,416 | 10.84% | 11.86% | 684 | -2,624 | -5.69% | Q4 2025 | Feb 05, 2026 |
| COOPERMAN LEON G | History | No change | 43,593 | 27,338 | 0.91% | 0.83% | 685 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | History | Reduced | 43,527 | 27,297 | 1.14% | 1.14% | 686 | -37 | -0.08% | Q4 2025 | Feb 13, 2026 |
| Merrithew & Thorsten Inc | History | New | 43,377 | 27,203 | 28.77% | — | 687 | +43,377 | New | Q4 2025 | Feb 03, 2026 |
| Three Bridge Wealth Advisors, LLC | History | Added to | 43,341 | 27,180 | 7.17% | 6.47% | 688 | +2,460 | 6.02% | Q4 2025 | Feb 10, 2026 |
| ALEXANDER LABRUNERIE & CO., INC. | History | New | 43,283 | 27,144 | 9.83% | — | 690 | +43,283 | New | Q4 2025 | Mar 26, 2026 |
| VAN ECK ASSOCIATES CORP | History | Reduced | 43,283 | 27,144 | 0.02% | 0.03% | 689 | -2,315 | -5.08% | Q4 2025 | Feb 13, 2026 |
| Kovack Advisors, Inc. | History | Added to | 43,102 | 27,030 | 1.26% | 2.01% | 691 | +8,250 | 23.67% | Q4 2025 | Feb 17, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 43,100 | 27,029 | 0.01% | 0.01% | 692 | +1,000 | 2.38% | Q4 2025 | Feb 13, 2026 |
| Freedom Financial Partners LLC | History | Added to | 43,038 | 26,990 | 9.82% | 9.97% | 693 | +313 | 0.73% | Q4 2025 | Jan 06, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 42,893 | 26,899 | 2.56% | 2.92% | 694 | +5,903 | 15.96% | Q4 2025 | Jan 22, 2026 |
| Valtrion Capital Management, LLC | History | Added to | 42,610 | 26,721 | 26.62% | 23.98% | 695 | +6,190 | 17.0% | Q4 2025 | Feb 11, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 41,859 | 26,707 | 1.25% | 1.35% | 696 | +4,600 | 12.35% | Q4 2025 | Feb 03, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | Reduced | 42,538 | 26,676 | 12.6% | 12.75% | 697 | -758 | -1.75% | Q4 2025 | Feb 13, 2026 |
| Wheelhouse Advisory Group LLC | History | Added to | 42,039 | 26,557 | 10.1% | 10.61% | 698 | +1,800 | 4.47% | Q4 2025 | Jan 29, 2026 |
| SHUFRO ROSE & CO LLC | History | New | 42,249 | 26,495 | 1.79% | — | 699 | +42,249 | New | Q4 2025 | Feb 09, 2026 |
| BANTA ASSET MANAGEMENT LP | History | New | 42,137 | 26,425 | 24.09% | — | 700 | +42,137 | New | Q4 2025 | Feb 09, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Added to | 41,594 | 26,084 | 3.28% | 3.16% | 701 | +4,074 | 10.86% | Q4 2025 | Jan 15, 2026 |
| EQ LLC | History | Added to | 41,581 | 26,076 | 7.52% | 8.41% | 702 | +1,139 | 2.82% | Q4 2025 | Feb 10, 2026 |
| Ayalon Insurance Comp Ltd. | History | Added to | 41,572 | 26,071 | 6.33% | 3.11% | 703 | +21,537 | 107.5% | Q4 2025 | Jan 12, 2026 |
| Bryant Woods Investment Advisors, LLC | History | Reduced | 41,534 | 26,046 | 10.09% | 10.3% | 704 | -1,494 | -3.47% | Q4 2025 | Jan 23, 2026 |
| Spire Wealth Management | History | Added to | 41,442 | 25,989 | 0.87% | 0.83% | 705 | +1,545 | 3.87% | Q4 2025 | Jan 14, 2026 |
| Intelligent Financial Strategies | History | Reduced | 41,431 | 25,982 | 12.49% | 12.41% | 706 | -82 | -0.2% | Q4 2025 | Jan 26, 2026 |
| Retirement Wealth Solutions LLC | History | Reduced | 41,294 | 25,896 | 16.36% | 16.65% | 707 | -79 | -0.19% | Q4 2025 | Jan 07, 2026 |
| CARL STUART INVESTMENT ADVISOR, INC | History | Reduced | 41,246 | 25,866 | 23.34% | 23.8% | 708 | -129 | -0.31% | Q4 2025 | Feb 13, 2026 |
| Zurich Insurance Group Ltd/FI | History | Reduced | 41,113 | 25,847 | 0.18% | 0.22% | 709 | -8,308 | -16.81% | Q4 2025 | Feb 17, 2026 |
| Joel Isaacson & Co., LLC | History | Added to | 41,185 | 25,828 | 0.85% | 0.89% | 710 | +714 | 1.76% | Q4 2025 | Jan 30, 2026 |
| Axos Invest Inc. | History | Added to | 41,052 | 25,745 | 18.92% | 8.07% | 711 | +23,463 | 133.4% | Q4 2025 | Jan 23, 2026 |
| GTS SECURITIES LLC | History | Added to | 40,955 | 25,684 | 0.88% | 0.76% | 712 | +8,821 | 27.45% | Q4 2025 | Feb 13, 2026 |
| Pearl Planning LLC | History | New | 40,856 | 25,621 | 15.67% | — | 713 | +40,856 | New | Q4 2025 | Feb 03, 2026 |
| RFG Advisory, LLC | History | Reduced | 40,792 | 25,581 | 0.48% | 0.52% | 714 | -149 | -0.36% | Q4 2025 | Feb 03, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 40,587 | 25,453 | 0.49% | 0.47% | 715 | +2,335 | 6.1% | Q4 2025 | Feb 12, 2026 |
| FourThought Financial Partners, LLC | History | Added to | 40,544 | 25,426 | 2.15% | 1.95% | 716 | +4,324 | 11.94% | Q4 2025 | Feb 06, 2026 |
| Venture Visionary Partners LLC | History | Reduced | 39,761 | 25,382 | 0.83% | 0.84% | 717 | -344 | -0.86% | Q4 2025 | Feb 13, 2026 |
| Y.D. More Investments Ltd | History | Added to | 40,461 | 25,374 | 1.22% | 1.32% | 718 | +2,291 | 6.0% | Q4 2025 | Jan 21, 2026 |
| Waldron Private Wealth LLC | History | Reduced | 40,437 | 25,358 | 1.0% | 1.04% | 719 | -1,350 | -3.23% | Q4 2025 | Jan 14, 2026 |
| XY Planning Network, Inc. | History | Added to | 40,432 | 25,355 | 4.42% | 1.96% | 720 | +30,315 | 299.64% | Q4 2025 | Jan 26, 2026 |
| CM WEALTH ADVISORS LLC | History | Reduced | 40,336 | 25,295 | 5.72% | 6.54% | 721 | -45 | -0.11% | Q4 2025 | Jan 26, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Reduced | 40,152 | 25,180 | 1.88% | 1.95% | 722 | -575 | -1.41% | Q4 2025 | Feb 04, 2026 |
| Family Office Research LLC | History | Reduced | 39,787 | 25,169 | 10.29% | 10.94% | 723 | -1,071 | -2.62% | Q4 2025 | Feb 09, 2026 |
| Core Wealth Advisors, Inc. | History | Added to | 40,052 | 25,117 | 6.52% | 6.36% | 724 | +208 | 0.52% | Q4 2025 | Feb 17, 2026 |
| SIGNAL TREE FINANCIAL PARTNERS LLC | History | Added to | 39,886 | 25,013 | 19.07% | 19.26% | 725 | +343 | 0.87% | Q4 2025 | Feb 17, 2026 |
| VestGen Advisors, LLC | History | Reduced | 39,766 | 24,938 | 1.06% | 0.83% | 726 | -809 | -1.99% | Q4 2025 | Feb 17, 2026 |
| Verdence Capital Advisors LLC | History | Reduced | 39,629 | 24,852 | 1.47% | 1.44% | 727 | -58 | -0.15% | Q4 2025 | Jan 29, 2026 |
| UNIVEST FINANCIAL Corp | History | Reduced | 39,592 | 24,829 | 1.32% | 1.37% | 728 | -399 | -1.0% | Q4 2025 | Feb 04, 2026 |
| Envision Financial LLC | History | Added to | 39,584 | 24,824 | 13.12% | 11.94% | 729 | +5,552 | 16.31% | Q4 2025 | Jan 07, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | New | 39,507 | 24,776 | 0.52% | — | 730 | +39,507 | New | Q4 2025 | Feb 17, 2026 |
| Rareview Capital LLC | History | Added to | 43,599 | 24,765 | 16.07% | 15.02% | 731 | +288 | 0.66% | Q4 2025 | Jan 29, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 39,476 | 24,756 | 0.38% | 0.37% | 732 | +2,835 | 7.74% | Q4 2025 | Jan 13, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 39,452 | 24,742 | 0.0% | 0.0% | 733 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| TSFG, LLC | History | Added to | 39,377 | 24,694 | 3.69% | 3.17% | 734 | +6,817 | 20.94% | Q4 2025 | Feb 04, 2026 |
| InvesTrust | History | Added to | 39,289 | 24,639 | 9.53% | 8.8% | 735 | +50 | 0.13% | Q4 2025 | Jan 14, 2026 |
| Tribridge Partners Financial LLC | History | Added to | 39,229 | 24,601 | 10.32% | 10.56% | 736 | +1,862 | 4.98% | Q4 2025 | Jan 26, 2026 |
| Synergy Investment Management, LLC | History | Reduced | 39,187 | 24,575 | 8.7% | 9.53% | 737 | -1,548 | -3.8% | Q4 2025 | Feb 06, 2026 |
| Andrews Advisory Associates, LLC | History | New | 39,165 | 24,561 | 13.06% | — | 738 | +39,165 | New | Q4 2025 | Feb 18, 2026 |
| Carroll Advisory Group, LLC | History | New | 39,116 | 24,530 | 10.61% | — | 739 | +39,116 | New | Q4 2025 | Feb 09, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Added to | 38,995 | 24,454 | 0.64% | 0.66% | 740 | +669 | 1.75% | Q4 2025 | Feb 13, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Added to | 38,939 | 24,419 | 1.64% | 1.63% | 741 | +258 | 0.67% | Q4 2025 | Jan 08, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | Added to | 37,910 | 24,237 | 1.63% | 1.3% | 742 | +10,656 | 39.1% | Q4 2025 | Feb 13, 2026 |
| MKT Advisors LLC | History | Reduced | 38,271 | 24,204 | 8.26% | 8.8% | 743 | -204 | -0.53% | Q4 2025 | Jan 08, 2026 |
| Busey Bank | History | Added to | 38,487 | 24,136 | 0.64% | 0.59% | 744 | +4,195 | 12.23% | Q4 2025 | Jan 27, 2026 |
| CLARK FINANCIAL SERVICES GROUP INC /BD | History | Reduced | 38,133 | 24,117 | 12.83% | 13.34% | 745 | -2,852 | -6.96% | Q4 2025 | Jan 06, 2026 |
| TD Capital Management LLC | History | Added to | 38,292 | 24,013 | 2.13% | 1.98% | 746 | +2,471 | 6.9% | Q4 2025 | Feb 26, 2026 |
| EFG International AG | History | New | 37,948 | 23,798 | 0.46% | — | 747 | +37,948 | New | Q4 2025 | Feb 17, 2026 |
| Cornerstone Wealth Group, LLC | History | Reduced | 37,947 | 23,797 | 1.63% | 1.6% | 748 | -666 | -1.72% | Q4 2025 | Jan 26, 2026 |
| waypoint wealth counsel | History | Reduced | 37,908 | 23,773 | 8.72% | 9.21% | 749 | -164 | -0.43% | Q4 2025 | Jan 28, 2026 |
| Fort Vancouver Investment Management, LLC | History | Added to | 37,544 | 23,544 | 12.58% | 12.35% | 750 | +1,224 | 3.37% | Q4 2025 | Feb 06, 2026 |
| Riverpoint Wealth Management Holdings, LLC | History | Added to | 37,382 | 23,443 | 5.03% | 5.02% | 751 | +75 | 0.2% | Q4 2025 | Feb 10, 2026 |
| Virtue Capital Management, LLC | History | Added to | 37,305 | 23,438 | 3.61% | 1.14% | 752 | +6,722 | 21.98% | Q4 2025 | Feb 18, 2026 |
| FIRST NATIONAL TRUST CO | History | Reduced | 37,371 | 23,436 | 0.78% | 0.79% | 753 | -316 | -0.84% | Q4 2025 | Feb 09, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 37,292 | 23,387 | 5.59% | 5.79% | 754 | +617 | 1.68% | Q4 2025 | Jan 12, 2026 |
| Caldwell Trust Co | History | Added to | 37,291 | 23,386 | 2.08% | 0.41% | 755 | +30,188 | 425.0% | Q4 2025 | Jan 30, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 37,223 | 23,343 | 0.58% | 0.56% | 756 | +2,269 | 6.49% | Q4 2025 | Feb 09, 2026 |
| Div Capital Phoenix Assets Ltd | History | New | 37,200 | 23,329 | 5.9% | — | 757 | +37,200 | New | Q4 2025 | Feb 12, 2026 |
| Cascades Capital Asset Management, LLC | History | Reduced | 37,102 | 23,267 | 9.74% | 10.0% | 758 | -6 | -0.02% | Q4 2025 | Feb 04, 2026 |
| Lakeshore Financial Planning, Inc. | History | Added to | 36,939 | 23,166 | 8.28% | 8.11% | 759 | +1,274 | 3.57% | Q4 2025 | Feb 17, 2026 |
| SEEDS INVESTOR LLC | History | Added to | 36,895 | 23,138 | 4.44% | 3.75% | 760 | +7,845 | 27.01% | Q4 2025 | Jan 27, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Added to | 36,879 | 23,128 | 2.49% | 2.5% | 761 | +268 | 0.73% | Q4 2025 | Jan 28, 2026 |
| TruWealth Advisors, LLC | History | Reduced | 36,713 | 23,023 | 1.13% | 1.15% | 762 | -312 | -0.84% | Q4 2025 | Jan 07, 2026 |
| MASECO LLP | History | New | 36,684 | 23,003 | 1.0% | — | 763 | +36,684 | New | Q4 2025 | Jan 22, 2026 |
| Manchester Capital Management LLC | History | Reduced | 36,571 | 22,934 | 3.12% | 3.21% | 764 | -2,098 | -5.43% | Q4 2025 | Feb 11, 2026 |
| Vise Technologies, Inc. | History | Added to | 36,529 | 22,908 | 0.45% | 0.14% | 765 | +30,482 | 504.08% | Q4 2025 | Feb 11, 2026 |
| Bridgewater Associates, LP | History | Added to | 36,510 | 22,896 | 0.08% | 0.01% | 766 | +34,389 | 1621.36% | Q4 2025 | Feb 13, 2026 |
| TMB Capital Partners, LLC | History | New | 36,479 | 22,877 | 7.83% | — | 767 | +36,479 | New | Q4 2025 | Feb 19, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Reduced | 36,368 | 22,807 | 0.63% | 0.64% | 768 | -747 | -2.01% | Q4 2025 | Feb 03, 2026 |
| Balentine LLC | History | Reduced | 36,358 | 22,801 | 0.86% | 0.85% | 769 | -1,518 | -4.01% | Q4 2025 | Feb 02, 2026 |
| 1834 INVESTMENT ADVISORS CO | History | Reduced | 36,225 | 22,717 | 2.85% | 2.75% | 770 | -337 | -0.92% | Q4 2025 | Jan 29, 2026 |
| Visionary Wealth Advisors | History | Added to | 36,072 | 22,621 | 1.02% | 1.02% | 771 | +396 | 1.11% | Q4 2025 | Feb 13, 2026 |
| Keystone Financial Group | History | Added to | 36,020 | 22,589 | 1.67% | 1.63% | 772 | +1,308 | 3.77% | Q4 2025 | Feb 06, 2026 |
| Piedmont Capital Management, LLC/NC | History | New | 35,812 | 22,458 | 14.76% | — | 773 | +35,812 | New | Q4 2025 | Feb 13, 2026 |
| Wealth Group Ltd | History | Reduced | 35,727 | 22,405 | 5.01% | 5.74% | 774 | -4,797 | -11.84% | Q4 2025 | Jan 12, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 35,685 | 22,379 | 0.5% | 0.53% | 775 | -592 | -1.63% | Q4 2025 | Jan 27, 2026 |
| Heritage Wealth Advisors | History | Reduced | 35,615 | 22,335 | 0.85% | 0.97% | 776 | -754 | -2.07% | Q4 2025 | Feb 13, 2026 |
| Western Reserve Capital Management, LLC | History | New | 35,312 | 22,145 | 20.65% | — | 777 | +35,312 | New | Q4 2025 | Feb 10, 2026 |
| BARINGS LLC | History | No change | 35,299 | 22,137 | 0.41% | 0.41% | 778 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Red Door Wealth Management, LLC | History | Added to | 35,266 | 22,116 | 2.3% | 2.2% | 779 | +1,498 | 4.44% | Q4 2025 | Jan 20, 2026 |
| Carnegie Investment Counsel | History | Added to | 35,253 | 22,108 | 0.41% | 0.4% | 780 | +993 | 2.9% | Q4 2025 | Jan 23, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Added to | 35,181 | 22,062 | 1.37% | 0.21% | 781 | +30,436 | 641.43% | Q4 2025 | Feb 11, 2026 |
| First Bank & Trust | History | Added to | 35,058 | 21,985 | 3.58% | 3.6% | 782 | +144 | 0.41% | Q4 2025 | Jan 12, 2026 |
| Western Wealth Management, LLC | History | Added to | 35,004 | 21,952 | 1.01% | 0.81% | 783 | +9,858 | 39.2% | Q4 2025 | Feb 05, 2026 |
| Empirical Finance, LLC | History | Added to | 69,924 | 21,856 | 1.04% | 0.05% | 784 | +68,240 | 4052.26% | Q4 2025 | Feb 12, 2026 |
| B.O.S.S. Retirement Advisors, LLC | History | Reduced | 34,782 | 21,812 | 6.87% | 12.09% | 785 | -47,752 | -57.86% | Q4 2025 | Feb 02, 2026 |
| Northstar Group, Inc. | History | Added to | 34,701 | 21,761 | 2.96% | 3.06% | 786 | +377 | 1.1% | Q4 2025 | Feb 13, 2026 |
| Asset Allocation & Management Company, LLC | History | Reduced | 34,668 | 21,741 | 8.66% | 10.35% | 787 | -5,412 | -13.5% | Q4 2025 | Jan 12, 2026 |
| First Command Advisory Services, Inc. | History | Reduced | 34,582 | 21,687 | 0.15% | 0.17% | 788 | -2,957 | -7.88% | Q4 2025 | Feb 11, 2026 |
| HARBOR ADVISORY CORP /MA/ | History | Reduced | 34,465 | 21,614 | 6.54% | 6.28% | 789 | -224 | -0.65% | Q4 2025 | Feb 06, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Reduced | 34,457 | 21,608 | 6.08% | 5.98% | 790 | -1,845 | -5.08% | Q4 2025 | Jan 15, 2026 |
| Jump Financial, LLC | History | New | 34,345 | 21,538 | 0.26% | — | 791 | +34,345 | New | Q4 2025 | Feb 17, 2026 |
| MONTAG A & ASSOCIATES INC | History | Reduced | 34,311 | 21,517 | 0.98% | 0.98% | 792 | -550 | -1.58% | Q4 2025 | Feb 02, 2026 |
| Spectrum Investment Advisors, Inc. | History | Reduced | 34,271 | 21,492 | 10.77% | 11.46% | 793 | -303 | -0.88% | Q4 2025 | Jan 28, 2026 |
| Joel Adams & Associates, Inc. | History | Added to | 33,998 | 21,321 | 16.03% | 15.97% | 794 | +1,673 | 5.18% | Q4 2025 | Jan 27, 2026 |
| Secure Asset Management, LLC | History | Reduced | 33,910 | 21,265 | 3.33% | 3.89% | 795 | -4,540 | -11.81% | Q4 2025 | Jan 20, 2026 |
| Autumn Glory Partners, LLC | History | Added to | 33,762 | 21,173 | 7.42% | 5.65% | 796 | +11,305 | 50.34% | Q4 2025 | Jan 27, 2026 |
| Quotient Wealth Partners, LLC | History | Added to | 33,761 | 21,172 | 0.56% | 0.55% | 797 | +1,138 | 3.49% | Q4 2025 | Jan 22, 2026 |
| BRAUN STACEY ASSOCIATES INC | History | Added to | 33,751 | 21,166 | 0.69% | 0.67% | 798 | +146 | 0.43% | Q4 2025 | Jan 20, 2026 |
| Dodds Wealth, LLC | History | Added to | 33,572 | 21,053 | 5.16% | 5.03% | 799 | +414 | 1.25% | Q4 2025 | Feb 11, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 33,561 | 21,047 | 1.25% | 1.21% | 800 | +1,632 | 5.11% | Q4 2025 | Feb 10, 2026 |
| CAPITAL CITY TRUST CO/FL | History | Added to | 33,453 | 20,979 | 4.67% | 4.6% | 801 | +2,729 | 8.88% | Q4 2025 | Feb 03, 2026 |
| AssuredPartners Investment Advisors, LLC | History | Added to | 33,448 | 20,976 | 3.12% | 4.35% | 802 | +1,500 | 4.7% | Q4 2025 | Feb 03, 2026 |
| RATIONAL ADVISORS, INC. | History | Added to | 33,388 | 20,938 | 2.14% | 2.02% | 803 | +288 | 0.87% | Q4 2025 | Feb 10, 2026 |
| NBC SECURITIES, INC. | History | Added to | 33,059 | 20,732 | 1.55% | 1.23% | 804 | +6,935 | 26.55% | Q4 2025 | Jan 29, 2026 |
| Pinnacle Bancorp, Inc. | History | Reduced | 33,027 | 20,712 | 6.07% | 6.29% | 805 | -1,770 | -5.09% | Q4 2025 | Jan 22, 2026 |
| Atlatl Advisers LLC | History | Added to | 32,954 | 20,666 | 7.92% | 7.55% | 806 | +1,913 | 6.16% | Q4 2025 | Feb 09, 2026 |
| Abound Wealth Management | History | Added to | 32,823 | 20,584 | 4.82% | 4.76% | 807 | +1,760 | 5.67% | Q4 2025 | Jan 12, 2026 |
| TORONTO DOMINION BANK | History | Added to | 32,705 | 20,493 | 0.03% | 0.03% | 808 | +342 | 1.06% | Q4 2025 | Feb 17, 2026 |
| Davidson Kahn Capital Management, LLC | History | Added to | 32,592 | 20,439 | 10.62% | 10.36% | 809 | +2,246 | 7.4% | Q4 2025 | Jan 28, 2026 |
| WESBANCO BANK INC | History | Added to | 32,468 | 20,361 | 0.56% | 0.54% | 810 | +635 | 1.99% | Q4 2025 | Feb 03, 2026 |
| BURNEY CO/ | History | Reduced | 32,367 | 20,298 | 0.63% | 0.69% | 811 | -2,877 | -8.16% | Q4 2025 | Jan 23, 2026 |
| Ballentine Capital Advisors, Inc | History | Added to | 32,335 | 20,278 | 8.54% | 8.65% | 812 | +398 | 1.25% | Q4 2025 | Feb 02, 2026 |
| Waterloo Capital, L.P. | History | Added to | 32,082 | 20,119 | 1.45% | 1.16% | 813 | +6,504 | 25.43% | Q4 2025 | Feb 10, 2026 |
| BLUE SQUARE ASSET MANAGEMENT, LLC | History | Reduced | 31,965 | 20,046 | 8.9% | 8.61% | 814 | -283 | -0.88% | Q4 2025 | Jan 20, 2026 |
| Marble Wealth, LLC | History | New | 31,961 | 20,043 | 2.78% | — | 815 | +31,961 | New | Q4 2025 | Feb 10, 2026 |
| IHT Wealth Management, LLC | History | Added to | 31,889 | 19,998 | 0.49% | 0.38% | 816 | +7,196 | 29.14% | Q4 2025 | Feb 17, 2026 |
| CONNING INC. | History | No change | 31,887 | 19,997 | 0.67% | 0.65% | 817 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Madden Advisory Services, Inc. | History | Reduced | 31,796 | 19,940 | 8.02% | 7.69% | 818 | -610 | -1.88% | Q4 2025 | Feb 11, 2026 |
| Centric Wealth Management | History | Reduced | 31,149 | 19,925 | 4.21% | 4.65% | 819 | -2,198 | -6.59% | Q4 2025 | Feb 04, 2026 |
| BRAVE ASSET MANAGEMENT INC | History | Reduced | 31,740 | 19,905 | 4.69% | 4.76% | 820 | -381 | -1.19% | Q4 2025 | Jan 08, 2026 |
| Lanham O'Dell & Company, Inc. | History | Reduced | 31,723 | 19,894 | 5.73% | 6.53% | 821 | -1,746 | -5.22% | Q4 2025 | Jan 12, 2026 |
| CSS LLC/IL | History | Added to | 31,650 | 19,848 | 0.88% | 0.77% | 822 | +3,660 | 13.08% | Q4 2025 | Feb 17, 2026 |
| Richardson Capital Management LLC | History | Reduced | 31,539 | 19,779 | 9.92% | 9.91% | 823 | -2,511 | -7.37% | Q4 2025 | Jan 30, 2026 |
| Abacus Planning Group, Inc. | History | Added to | 31,360 | 19,667 | 2.62% | 2.62% | 824 | +353 | 1.14% | Q4 2025 | Jan 16, 2026 |
| FineMark National Bank & Trust | History | Added to | 31,332 | 19,649 | 0.61% | 0.6% | 825 | +1,412 | 4.72% | Q4 2025 | Feb 12, 2026 |
| Roth Financial Partners LLC | History | Reduced | 31,285 | 19,619 | 6.47% | 6.65% | 826 | -922 | -2.86% | Q4 2025 | Jan 29, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | Reduced | 31,213 | 19,575 | 5.38% | 5.86% | 827 | -2,234 | -6.68% | Q4 2025 | Jan 23, 2026 |
| Tidal Investments LLC | History | Added to | 31,118 | 19,515 | 0.05% | 0.02% | 828 | +15,721 | 102.1% | Q4 2025 | Feb 13, 2026 |
| JDM Financial Group LLC | History | Added to | 394,618 | 19,420 | 7.54% | 10.19% | 829 | +336,419 | 578.05% | Q4 2025 | Feb 02, 2026 |
| Beaumont Financial Advisors, LLC | History | Reduced | 30,915 | 19,387 | 1.28% | 1.27% | 830 | -212 | -0.68% | Q4 2025 | Jan 16, 2026 |
| BRIDGES INVESTMENT MANAGEMENT INC | History | Added to | 30,873 | 19,361 | 0.25% | 0.23% | 831 | +2,014 | 6.98% | Q4 2025 | Feb 10, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Added to | 30,779 | 19,302 | 0.13% | 0.11% | 832 | +2,702 | 9.62% | Q4 2025 | Feb 17, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 30,760 | 19,290 | 2.62% | — | 833 | +30,760 | New | Q4 2025 | Feb 09, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Added to | 30,751 | 19,283 | 1.72% | 1.91% | 834 | +362 | 1.19% | Q4 2025 | Jan 30, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 30,594 | 19,186 | 1.15% | 0.55% | 835 | +14,974 | 95.86% | Q4 2025 | Jan 20, 2026 |
| Asset One Wealth Management LLC | History | New | 29,930 | 19,145 | 2.62% | — | 836 | +29,930 | New | Q4 2025 | Feb 17, 2026 |
| Arista Wealth Management, LLC | History | Added to | 30,453 | 19,097 | 2.35% | 2.06% | 837 | +3,349 | 12.36% | Q4 2025 | Feb 09, 2026 |
| SVB WEALTH LLC | History | Reduced | 30,372 | 19,047 | 1.12% | 1.09% | 838 | -2,819 | -8.49% | Q4 2025 | Feb 04, 2026 |
| Sunbeam Capital Management, LLC | History | Added to | 30,371 | 19,046 | 11.29% | 11.53% | 839 | +168 | 0.56% | Q4 2025 | Feb 13, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | Added to | 30,328 | 19,019 | 2.19% | 1.89% | 840 | +5,987 | 24.6% | Q4 2025 | Feb 17, 2026 |
| Peachtree Investment Partners, LLC | History | Reduced | 30,218 | 18,950 | 6.29% | 6.44% | 841 | -121 | -0.4% | Q4 2025 | Feb 11, 2026 |
| Meridian Wealth Advisors, LLC | History | Added to | 29,959 | 18,788 | 2.6% | 1.37% | 842 | +14,153 | 89.54% | Q4 2025 | Feb 17, 2026 |
| Pilgrim Partners Asia Pte Ltd | History | No change | 29,850 | 18,719 | 8.95% | 8.14% | 843 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Brandywine Asset Management, Inc. | History | New | 29,573 | 18,685 | 13.13% | — | 844 | +29,573 | New | Q4 2025 | Feb 12, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 29,791 | 18,682 | 0.66% | 0.68% | 845 | +1,001 | 3.48% | Q4 2025 | Feb 04, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 29,768 | 18,668 | 1.4% | 1.32% | 846 | +1,823 | 6.52% | Q4 2025 | Feb 13, 2026 |
| TFB Advisors LLC | History | Reduced | 29,700 | 18,625 | 5.2% | 5.35% | 847 | -483 | -1.6% | Q4 2025 | Feb 13, 2026 |
| Baker Ellis Asset Management LLC | History | Added to | 29,650 | 18,594 | 2.24% | 2.18% | 848 | +780 | 2.7% | Q4 2025 | Jan 21, 2026 |
| Facet Wealth, Inc. | History | Added to | 29,063 | 18,588 | 0.33% | 0.29% | 849 | +6,120 | 26.67% | Q4 2025 | Jan 29, 2026 |
| Ironsides Asset Advisors, LLC | History | Added to | 29,505 | 18,503 | 4.69% | 4.65% | 850 | +45 | 0.15% | Q4 2025 | Feb 12, 2026 |
| Gibson Wealth Advisors LLC | History | Reduced | 29,495 | 18,497 | 12.68% | 12.86% | 851 | -54 | -0.18% | Q4 2025 | Jan 13, 2026 |
| Sage Investment Advisers LLC | History | New | 29,334 | 18,396 | 13.79% | — | 852 | +29,334 | New | Q4 2025 | Feb 10, 2026 |
| Greenline Partners, LLC | History | Added to | 29,311 | 18,381 | 2.1% | 1.52% | 853 | +8,878 | 43.45% | Q4 2025 | Feb 17, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 29,245 | 18,340 | 0.48% | 0.46% | 854 | +1,333 | 4.78% | Q4 2025 | Jan 23, 2026 |
| INGALLS & SNYDER LLC | History | Added to | 29,227 | 18,329 | 0.67% | 0.57% | 855 | +689 | 2.41% | Q4 2025 | Feb 13, 2026 |
| Cordoba Advisory Partners LLC | History | New | 29,187 | 18,304 | 4.52% | — | 856 | +29,187 | New | Q4 2025 | Feb 13, 2026 |
| FWG Investments, LLC. | History | Reduced | 29,163 | 18,289 | 11.65% | 12.57% | 857 | -776 | -2.59% | Q4 2025 | Jan 28, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Reduced | 29,148 | 18,279 | 0.97% | 0.95% | 858 | -171 | -0.58% | Q4 2025 | Feb 11, 2026 |
| Guardian Financial Partners, LLC | History | Reduced | 29,116 | 18,259 | 7.7% | 8.96% | 859 | -5,552 | -16.01% | Q4 2025 | Jan 14, 2026 |
| Blackston Financial Advisory Group, LLC | History | Reduced | 28,939 | 18,148 | 11.05% | 10.83% | 860 | -829 | -2.78% | Q4 2025 | Feb 06, 2026 |
| Avory & Company, LLC | History | No change | 28,810 | 18,067 | 11.56% | 10.63% | 861 | 0 | 0.0% | Q4 2025 | Feb 24, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 28,792 | 18,056 | 0.21% | 0.21% | 862 | -186 | -0.64% | Q4 2025 | Jan 21, 2026 |
| Zuckerman Investment Group, LLC | History | Added to | 28,783 | 18,050 | 1.61% | 1.59% | 863 | +692 | 2.46% | Q4 2025 | Feb 13, 2026 |
| Atlanta Consulting Group Advisors, LLC | History | Reduced | 28,697 | 17,996 | 4.08% | 4.36% | 864 | -331 | -1.14% | Q4 2025 | Feb 11, 2026 |
| Americana Partners, LLC | History | Added to | 28,693 | 17,994 | 0.49% | 0.51% | 865 | +903 | 3.25% | Q4 2025 | Feb 06, 2026 |
| Berger Financial Group, Inc | History | Reduced | 28,692 | 17,993 | 1.04% | 1.07% | 866 | -458 | -1.57% | Q4 2025 | Jan 27, 2026 |
| Chris Bulman Inc | History | Added to | 28,690 | 17,992 | 7.96% | 6.88% | 867 | +6,241 | 27.8% | Q4 2025 | Jan 14, 2026 |
| Caerus Investment Advisors, LLC | History | Reduced | 28,556 | 17,908 | 5.8% | 7.9% | 868 | -3,002 | -9.51% | Q4 2025 | Feb 12, 2026 |
| Fort Sheridan Advisors LLC | History | Added to | 28,543 | 17,900 | 2.27% | 2.27% | 869 | +221 | 0.78% | Q4 2025 | Feb 10, 2026 |
| Evolution Wealth Advisors, LLC | History | Reduced | 28,475 | 17,857 | 1.8% | 2.36% | 870 | -245 | -0.85% | Q4 2025 | Jan 12, 2026 |
| Haverford Trust Co | History | Added to | 28,380 | 17,797 | 0.16% | 0.16% | 871 | +304 | 1.08% | Q4 2025 | Feb 13, 2026 |
| Edgestream Partners, L.P. | History | Added to | 28,362 | 17,786 | 0.5% | 0.16% | 872 | +19,512 | 220.47% | Q4 2025 | Feb 13, 2026 |
| NewCorp Financial Services, Inc. | History | New | 28,360 | 17,785 | 15.75% | — | 873 | +28,360 | New | Q4 2025 | Feb 10, 2026 |
| Gutierrez Wealth Advisory, LLC | History | Reduced | 28,240 | 17,710 | 11.13% | 11.56% | 874 | -1,271 | -4.31% | Q4 2025 | Feb 06, 2026 |
| MATRIX ASSET ADVISORS INC/NY | History | Added to | 28,186 | 17,676 | 1.59% | 1.55% | 875 | +884 | 3.24% | Q4 2025 | Jan 16, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Added to | 28,118 | 17,633 | 2.11% | 1.85% | 876 | +2,641 | 10.37% | Q4 2025 | Feb 13, 2026 |
| ELEVATUS WELATH MANAGEMENT | History | Reduced | 27,928 | 17,514 | 4.79% | 6.21% | 877 | -7,185 | -20.46% | Q4 2025 | Jan 14, 2026 |
| N.E.W. Advisory Services LLC | History | Added to | 27,892 | 17,492 | 1.29% | 1.38% | 878 | +2,589 | 10.23% | Q4 2025 | Jan 28, 2026 |
| LOWERY THOMAS, LLC | History | Reduced | 27,877 | 17,482 | 9.88% | 9.96% | 879 | -275 | -0.98% | Q4 2025 | Jan 26, 2026 |
| WorthPointe, LLC | History | Reduced | 27,673 | 17,354 | 4.56% | 6.38% | 880 | -142 | -0.51% | Q4 2025 | Jan 26, 2026 |
| COZAD ASSET MANAGEMENT INC | History | Added to | 27,618 | 17,319 | 1.34% | 1.25% | 881 | +1,894 | 7.36% | Q4 2025 | Feb 13, 2026 |
| Plan Group Financial, LLC | History | Reduced | 27,535 | 17,268 | 4.48% | 4.6% | 882 | -436 | -1.56% | Q4 2025 | Feb 03, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | Added to | 27,460 | 17,220 | 0.85% | 0.46% | 883 | +12,996 | 89.85% | Q4 2025 | Feb 11, 2026 |
| Certified Advisory Corp | History | Added to | 27,413 | 17,191 | 1.57% | 1.52% | 884 | +1,311 | 5.02% | Q4 2025 | Jan 12, 2026 |
| Main Street Financial Solutions, LLC | History | Reduced | 27,397 | 17,181 | 1.29% | 1.22% | 885 | -3,607 | -11.63% | Q4 2025 | Feb 17, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 27,261 | 17,096 | 0.81% | 0.71% | 886 | +655 | 2.46% | Q4 2025 | Jan 21, 2026 |
| SOL Capital Management CO | History | Added to | 27,233 | 17,079 | 1.53% | 1.48% | 887 | +290 | 1.08% | Q4 2025 | Jan 30, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 27,214 | 17,066 | 1.01% | 0.8% | 888 | +7,918 | 41.03% | Q4 2025 | Feb 10, 2026 |
| INVESTMENT COUNSEL CO OF NEVADA | History | Added to | 27,113 | 17,003 | 36.52% | 33.48% | 889 | +245 | 0.91% | Q4 2025 | Feb 13, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 27,001 | 16,932 | 0.9% | 0.92% | 890 | +541 | 2.04% | Q4 2025 | Jan 20, 2026 |
| PAYDEN & RYGEL | History | Reduced | 26,955 | 16,904 | 1.17% | 1.41% | 891 | -845 | -3.04% | Q4 2025 | Feb 06, 2026 |
| CORDA Investment Management, LLC. | History | Added to | 26,893 | 16,865 | 1.23% | 1.16% | 892 | +15 | 0.06% | Q4 2025 | Feb 03, 2026 |
| Peak Financial Management, Inc. | History | Reduced | 26,875 | 16,854 | 4.35% | 4.61% | 893 | -1,598 | -5.61% | Q4 2025 | Jan 23, 2026 |
| Glenview Trust Co | History | Added to | 26,856 | 16,842 | 0.26% | 0.26% | 894 | +135 | 0.51% | Q4 2025 | Feb 09, 2026 |
| Running Point Capital Advisors, LLC | History | Reduced | 26,795 | 16,803 | 4.58% | 5.03% | 895 | -3,860 | -12.59% | Q4 2025 | Feb 17, 2026 |
| Community Bank, N.A. | History | Reduced | 26,731 | 16,763 | 1.98% | 1.98% | 896 | -20 | -0.07% | Q4 2025 | Feb 04, 2026 |
| SAPIENT CAPITAL LLC | History | Added to | 26,529 | 16,758 | 0.24% | 0.23% | 897 | +2,589 | 10.81% | Q4 2025 | Feb 05, 2026 |
| OLD MISSION CAPITAL LLC | History | Added to | 226,271 | 16,709 | 0.38% | 0.25% | 898 | +3,970 | 1.79% | Q4 2025 | Feb 17, 2026 |
| SUMITOMO LIFE INSURANCE CO | History | Reduced | 26,600 | 16,681 | 0.46% | 0.98% | 899 | -25,200 | -48.65% | Q4 2025 | Feb 13, 2026 |
| GM Advisory Group, LLC | History | Added to | 26,531 | 16,638 | 0.65% | 0.44% | 900 | +9,541 | 56.16% | Q4 2025 | Feb 13, 2026 |
| Washington Trust Advisors, Inc. | History | Added to | 26,455 | 16,590 | 1.27% | 1.14% | 901 | +1,902 | 7.75% | Q4 2025 | Feb 03, 2026 |
| Curbstone Financial Management Corp | History | Reduced | 26,452 | 16,588 | 3.17% | 3.34% | 902 | -1,918 | -6.76% | Q4 2025 | Jan 23, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | Added to | 26,522 | 16,567 | 4.5% | 4.76% | 903 | +1,347 | 5.35% | Q4 2025 | Feb 10, 2026 |
| Rossmore Private Capital | History | Added to | 26,415 | 16,565 | 1.48% | 1.67% | 904 | +1,100 | 4.35% | Q4 2025 | Feb 05, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 26,405 | 16,559 | 0.29% | 0.32% | 905 | +622 | 2.41% | Q4 2025 | Jan 16, 2026 |
| Balance Wealth, LLC | History | Reduced | 26,305 | 16,496 | 5.29% | 4.47% | 906 | -3,265 | -11.04% | Q4 2025 | Jan 21, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | Reduced | 26,239 | 16,455 | 5.22% | 5.31% | 907 | -115 | -0.44% | Q4 2025 | Feb 03, 2026 |
| FIRST HORIZON CORP | History | Added to | 26,059 | 16,342 | 0.73% | 0.15% | 908 | +20,994 | 414.49% | Q4 2025 | Jan 27, 2026 |
| Vested Financial Planning, LLC | History | Added to | 26,051 | 16,337 | 12.58% | 12.24% | 909 | +1,417 | 5.75% | Q4 2025 | Jan 23, 2026 |
| EVERETT HARRIS & CO /CA/ | History | Added to | 26,030 | 16,323 | 0.2% | 0.19% | 910 | +605 | 2.38% | Q4 2025 | Feb 11, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Reduced | 25,993 | 16,301 | 1.64% | 1.68% | 911 | -283 | -1.08% | Q4 2025 | Jan 27, 2026 |
| TRITONPOINT WEALTH, LLC | History | Reduced | 25,948 | 16,273 | 1.65% | 2.14% | 912 | -14,678 | -36.13% | Q4 2025 | Jan 20, 2026 |
| Intellus Advisors LLC | History | Added to | 25,888 | 16,235 | 2.15% | 2.15% | 913 | +200 | 0.78% | Q4 2025 | Feb 06, 2026 |
| Ascent Group, LLC | History | Added to | 25,878 | 16,229 | 0.55% | 0.54% | 914 | +1,086 | 4.38% | Q4 2025 | Jan 20, 2026 |
| Climber Capital SA | History | New | 26,336 | 16,183 | 10.54% | — | 915 | +26,336 | New | Q4 2025 | Feb 03, 2026 |
| WETZEL INVESTMENT ADVISORS, INC. | History | Added to | 25,603 | 16,056 | 6.5% | 6.56% | 916 | +577 | 2.31% | Q4 2025 | Jan 22, 2026 |
| Walkner Condon Financial Advisors LLC | History | Reduced | 25,584 | 16,044 | 2.23% | 2.55% | 917 | -659 | -2.51% | Q4 2025 | Jan 21, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 25,488 | 15,984 | 0.41% | 0.4% | 918 | +1,486 | 6.19% | Q4 2025 | Feb 17, 2026 |
| WoodTrust Financial Corp | History | Added to | 25,452 | 15,962 | 1.86% | 1.41% | 919 | +6,070 | 31.32% | Q4 2025 | Jan 30, 2026 |
| INVENIO WEALTH PARTNERS LLC | History | Reduced | 25,389 | 15,922 | 5.91% | 6.06% | 920 | -1,818 | -6.68% | Q4 2025 | Feb 13, 2026 |
| OFC FINANCIAL PLANNING, LLC | History | Added to | 25,309 | 15,872 | 15.07% | 14.89% | 921 | +760 | 3.1% | Q4 2025 | Feb 04, 2026 |
| Discipline Wealth Solutions, LLC | History | Added to | 25,298 | 15,865 | 2.94% | 3.23% | 922 | +5,272 | 26.33% | Q4 2025 | Jan 26, 2026 |
| Security Financial Services, INC. | History | Reduced | 25,289 | 15,859 | 2.49% | 2.78% | 923 | -2,747 | -9.8% | Q4 2025 | Jan 27, 2026 |
| Whitaker-Myers Wealth Managers, LTD. | History | Added to | 25,238 | 15,827 | 3.3% | 2.86% | 924 | +3,821 | 17.84% | Q4 2025 | Jan 22, 2026 |
| FORMULATE FINANCIAL LLC | History | Added to | 25,046 | 15,706 | 18.41% | 18.64% | 925 | +498 | 2.03% | Q4 2025 | Feb 11, 2026 |
| Aspire Growth Partners LLC | History | Added to | 24,980 | 15,665 | 10.91% | 10.91% | 926 | +611 | 2.51% | Q4 2025 | Feb 05, 2026 |
| Future Financial Wealth Managment LLC | History | Added to | 25,113 | 15,648 | 10.53% | 7.8% | 927 | +4,885 | 24.15% | Q4 2025 | Jan 21, 2026 |
| First American Bank | History | Added to | 24,910 | 15,621 | 0.95% | 0.94% | 928 | +602 | 2.48% | Q4 2025 | Jan 20, 2026 |
| AVITY INVESTMENT MANAGEMENT INC. | History | Reduced | 24,887 | 15,607 | 1.09% | 1.09% | 929 | -410 | -1.62% | Q4 2025 | Jan 13, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | Reduced | 24,883 | 15,604 | 0.96% | 1.01% | 930 | -894 | -3.47% | Q4 2025 | Feb 12, 2026 |
| NOTTINGHAM ADVISORS, INC. | History | Added to | 24,865 | 15,593 | 2.17% | 2.11% | 931 | +1 | 0.0% | Q4 2025 | Jan 26, 2026 |
| OneAscent Financial Services LLC | History | Reduced | 24,836 | 15,575 | 1.43% | 10.15% | 932 | -109,996 | -81.58% | Q4 2025 | Feb 11, 2026 |
| Laurel Wealth Planning LLC | History | Added to | 24,652 | 15,460 | 8.57% | 7.52% | 933 | +1,436 | 6.19% | Q4 2025 | Jan 23, 2026 |
| Up Capital Management, Inc. | History | New | 24,622 | 15,441 | 13.81% | — | 934 | +24,622 | New | Q4 2025 | Mar 23, 2026 |
| UPTICK PARTNERS, LLC | History | Added to | 24,519 | 15,376 | 3.28% | 3.43% | 935 | +3,178 | 14.89% | Q4 2025 | Feb 02, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 24,506 | 15,369 | 0.17% | 0.16% | 936 | +1,211 | 5.2% | Q4 2025 | Feb 02, 2026 |
| Global Endowment Management, LP | History | Reduced | 24,463 | 15,341 | 1.91% | 1.89% | 937 | -221 | -0.9% | Q4 2025 | Feb 13, 2026 |
| Hilltop Holdings Inc. | History | Added to | 24,442 | 15,328 | 0.91% | 0.37% | 938 | +13,086 | 115.23% | Q4 2025 | Feb 17, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 24,400 | 15,302 | 1.05% | 0.95% | 939 | +3,652 | 17.6% | Q4 2025 | Feb 03, 2026 |
| Bishop & Co Investment Management, LLC | History | Reduced | 24,345 | 15,267 | 5.06% | 5.0% | 940 | -48 | -0.2% | Q4 2025 | Jan 21, 2026 |
| DeDora Capital, Inc. | History | Reduced | 24,295 | 15,236 | 3.61% | 3.61% | 941 | -100 | -0.41% | Q4 2025 | Jan 22, 2026 |
| Calder Financial LLC | History | New | 24,286 | 15,230 | 14.95% | — | 942 | +24,286 | New | Q4 2025 | Jan 23, 2026 |
| Hegarty Advisors, LLC | History | New | 24,144 | 15,143 | 13.14% | — | 943 | +24,144 | New | Q4 2025 | Jan 29, 2026 |
| Freestate Advisors LLC | History | Reduced | 24,138 | 15,137 | 12.3% | 13.48% | 944 | -2,100 | -8.0% | Q4 2025 | Jan 12, 2026 |
| Prosperity Wealth Management, Inc. | History | New | 24,104 | 15,116 | 5.03% | — | 945 | +24,104 | New | Q4 2025 | Mar 27, 2026 |
| Independent Family Office, LLC | History | Added to | 24,071 | 15,095 | 6.3% | 6.13% | 946 | +416 | 1.76% | Q4 2025 | Feb 13, 2026 |
| TRAPHAGEN INVESTMENT ADVISORS LLC | History | Reduced | 24,014 | 15,060 | 1.24% | 1.3% | 947 | -698 | -2.82% | Q4 2025 | Jan 27, 2026 |
| RETIREMENT CAPITAL STRATEGIES | History | Reduced | 23,987 | 15,042 | 5.58% | 5.66% | 948 | -89 | -0.37% | Q4 2025 | Feb 13, 2026 |
| Traction Financial Partners, LLC | History | Added to | 23,978 | 15,037 | 8.91% | 8.97% | 949 | +255 | 1.07% | Q4 2025 | Jan 29, 2026 |
| VICUS CAPITAL | History | Reduced | 23,950 | 15,019 | 1.13% | 1.22% | 950 | -2,113 | -8.11% | Q4 2025 | Jan 22, 2026 |
| Activest Wealth Management | History | Added to | 23,929 | 15,006 | 2.8% | 2.66% | 951 | +2,503 | 11.68% | Q4 2025 | Jan 30, 2026 |
| Fifth Third Wealth Advisors LLC | History | Added to | 23,872 | 14,970 | 0.53% | 0.52% | 952 | +860 | 3.74% | Q4 2025 | Jan 15, 2026 |
| Verition Fund Management LLC | History | New | 23,791 | 14,920 | 0.06% | — | 953 | +23,791 | New | Q4 2025 | Feb 13, 2026 |
| Flower City Capital | History | No change | 23,712 | 14,870 | 7.58% | 7.83% | 954 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Charis Legacy Partners, LLC | History | Reduced | 23,694 | 14,859 | 21.93% | 21.78% | 955 | -148 | -0.62% | Q4 2025 | Jan 08, 2026 |
| Westmount Partners, LLC | History | Reduced | 23,654 | 14,834 | 3.7% | 3.8% | 956 | -313 | -1.31% | Q4 2025 | Jan 15, 2026 |
| Systelligence, LLC | History | Reduced | 23,481 | 14,725 | 2.8% | 3.51% | 957 | -6,734 | -22.29% | Q4 2025 | Jan 22, 2026 |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | History | Added to | 23,427 | 14,692 | 2.12% | 1.93% | 958 | +1,887 | 8.76% | Q4 2025 | Feb 06, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 23,402 | 14,675 | 1.11% | 1.2% | 959 | -799 | -3.3% | Q4 2025 | Jan 09, 2026 |
| Legacy Advisors, LLC | History | Added to | 23,312 | 14,619 | 1.57% | 1.32% | 960 | +5,927 | 34.09% | Q4 2025 | Jan 27, 2026 |
| EJMK Ventures LLC | History | New | 23,147 | 14,516 | 8.93% | — | 961 | +23,147 | New | Q4 2025 | Mar 03, 2026 |
| Aspen Grove Capital, LLC | History | Added to | 23,081 | 14,478 | 2.51% | 2.29% | 962 | +887 | 4.0% | Q4 2025 | Feb 17, 2026 |
| Sowell Financial Services LLC | History | Added to | 23,039 | 14,448 | 0.53% | 0.51% | 963 | +1,430 | 6.62% | Q4 2025 | Jan 21, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Reduced | 23,024 | 14,439 | 1.04% | 1.06% | 964 | -1,700 | -6.88% | Q4 2025 | Feb 12, 2026 |
| ArchPoint Investors | History | No change | 23,007 | 14,428 | 3.42% | 3.88% | 965 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Eagle Strategies LLC | History | Added to | 22,940 | 14,386 | 1.84% | 1.77% | 966 | +1,366 | 6.33% | Q4 2025 | Jan 23, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 22,921 | 14,374 | 0.37% | 0.11% | 967 | +15,807 | 222.2% | Q4 2025 | Jan 07, 2026 |
| Xena Financial Planning, LLC | History | New | 22,843 | 14,325 | 16.82% | — | 968 | +22,843 | New | Q4 2025 | Jan 15, 2026 |
| Schneider Downs Wealth Management Advisors, LP | History | Added to | 22,702 | 14,237 | 1.6% | 1.51% | 969 | +1,941 | 9.35% | Q4 2025 | Feb 12, 2026 |
| CLUNE & ASSOCIATES, LTD. | History | Added to | 22,686 | 14,227 | 3.07% | 2.75% | 970 | +4,739 | 26.41% | Q4 2025 | Feb 09, 2026 |
| Soundwatch Capital LLC | History | Added to | 22,685 | 14,226 | 2.21% | 2.16% | 971 | +711 | 3.24% | Q4 2025 | Feb 10, 2026 |
| SACHEM HILL LLC | History | Reduced | 22,672 | 14,218 | 2.76% | 2.83% | 972 | -472 | -2.04% | Q4 2025 | Feb 12, 2026 |
| Gambit Capital Management, LLC | History | New | 22,583 | 14,162 | 10.13% | — | 973 | +22,583 | New | Q4 2025 | Feb 06, 2026 |
| YANKCOM Partnership | History | Added to | 22,580 | 14,158 | 6.02% | 5.92% | 974 | +1,096 | 5.1% | Q4 2025 | Jan 20, 2026 |
| Luminvest Wealth Management LLC | History | Added to | 22,518 | 14,121 | 3.92% | 3.16% | 975 | +6,663 | 42.02% | Q4 2025 | Jan 26, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 22,390 | 14,041 | 1.67% | 1.66% | 976 | +1,160 | 5.46% | Q4 2025 | Jan 26, 2026 |
| Stelac Advisory Services LLC | History | Reduced | 22,248 | 13,952 | 4.93% | 5.64% | 977 | -4,315 | -16.24% | Q4 2025 | Feb 12, 2026 |
| GAM Holding AG | History | No change | 22,250 | 13,951 | 0.89% | 0.84% | 978 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Piedmont Capital Management, LLC | History | Added to | 22,224 | 13,937 | 7.11% | 7.15% | 979 | +100 | 0.45% | Q4 2025 | Feb 13, 2026 |
| Resonant Capital Advisors, LLC | History | Reduced | 22,145 | 13,887 | 0.76% | 0.8% | 980 | -288 | -1.28% | Q4 2025 | Jan 29, 2026 |
| Disciplina Capital Management LLC | History | No change | 22,069 | 13,840 | 1.58% | 1.64% | 981 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Covington Investment Advisors Inc. | History | Added to | 22,043 | 13,824 | 1.89% | 0.12% | 982 | +20,583 | 1409.79% | Q4 2025 | Feb 17, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | Reduced | 22,019 | 13,808 | 1.56% | 1.69% | 983 | -1,453 | -6.19% | Q4 2025 | Jan 14, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 21,941 | 13,759 | 0.21% | 0.22% | 984 | +520 | 2.43% | Q4 2025 | Feb 12, 2026 |
| Legacy Wealth Partners, LLC | History | New | 21,896 | 13,731 | 3.55% | — | 985 | +21,896 | New | Q4 2025 | Feb 17, 2026 |
| Wilmington Savings Fund Society, FSB | History | Added to | 21,863 | 13,710 | 0.32% | 0.32% | 986 | +19 | 0.09% | Q4 2025 | Feb 12, 2026 |
| Per Stirling Capital Management, LLC. | History | Added to | 21,805 | 13,674 | 1.54% | 1.49% | 987 | +1,464 | 7.2% | Q4 2025 | Feb 17, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 21,722 | 13,622 | 0.63% | 0.78% | 988 | -4,457 | -17.03% | Q4 2025 | Feb 13, 2026 |
| EIGHT 31 FINANCIAL, LLC | History | Added to | 21,644 | 13,573 | 7.44% | 7.43% | 989 | +124 | 0.58% | Q4 2025 | Feb 12, 2026 |
| Arete Wealth Advisors, LLC | History | Reduced | 21,624 | 13,560 | 0.83% | 1.17% | 990 | -8,968 | -29.31% | Q4 2025 | Feb 13, 2026 |
| Pachira Investments Inc. | History | Reduced | 21,580 | 13,533 | 6.59% | 8.17% | 991 | -2,158 | -9.09% | Q4 2025 | Feb 02, 2026 |
| Sageworth Trust Co of South Dakota | History | Added to | 21,566 | 13,524 | 11.05% | 8.82% | 992 | +6,283 | 41.11% | Q4 2025 | Jan 30, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 21,564 | 13,523 | 0.8% | 3.01% | 993 | -91,214 | -80.88% | Q4 2025 | Jan 30, 2026 |
| Connecticut Wealth Management, LLC | History | Reduced | 21,544 | 13,511 | 0.59% | 0.6% | 994 | -467 | -2.12% | Q4 2025 | Feb 12, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Added to | 21,387 | 13,412 | 0.65% | 0.63% | 995 | +583 | 2.8% | Q4 2025 | Feb 04, 2026 |
| Continuum Advisory, LLC | History | Added to | 21,387 | 13,412 | 1.34% | 1.37% | 996 | +256 | 1.21% | Q4 2025 | Feb 11, 2026 |
| PATTEN & PATTEN INC/TN | History | Added to | 21,381 | 13,408 | 0.79% | 0.77% | 997 | +1 | 0.0% | Q4 2025 | Feb 03, 2026 |
| PHILADELPHIA TRUST CO | History | Reduced | 21,374 | 13,404 | 0.92% | 0.93% | 998 | -169 | -0.78% | Q4 2025 | Feb 12, 2026 |
| Wealthspire Retirement, LLC | History | Reduced | 21,372 | 13,403 | 0.81% | 0.88% | 999 | -1,097 | -4.88% | Q4 2025 | Feb 18, 2026 |
| Trinity Financial Advisors LLC | History | Added to | 21,356 | 13,393 | 3.75% | 3.74% | 1000 | +263 | 1.25% | Q4 2025 | Jan 13, 2026 |
| McClarren Financial Advisors, Inc. | History | Added to | 57,583 | 13,385 | 7.99% | 7.98% | 1001 | +23,678 | 69.84% | Q4 2025 | Jan 13, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 21,338 | 13,381 | 1.0% | 1.0% | 1002 | +1,512 | 7.63% | Q4 2025 | Jan 07, 2026 |
| Prospera Capital Management, LLC | History | Reduced | 21,319 | 13,369 | 6.75% | 6.61% | 1004 | -1,008 | -4.51% | Q4 2025 | Jan 20, 2026 |
| FIDUCIARY ADVISORS, INC. | History | Added to | 21,319 | 13,369 | 10.17% | 10.26% | 1003 | +583 | 2.81% | Q4 2025 | Jan 27, 2026 |
| Enclave Advisors LLC | History | Added to | 21,283 | 13,347 | 1.89% | 1.92% | 1005 | +712 | 3.46% | Q4 2025 | Jan 14, 2026 |
| HUB Investment Partners, LLC | History | Added to | 21,123 | 13,246 | 0.34% | 0.41% | 1006 | +877 | 4.33% | Q4 2025 | Feb 17, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Added to | 21,120 | 13,245 | 2.95% | 2.37% | 1007 | +5,210 | 32.75% | Q4 2025 | Jan 09, 2026 |
| CENTRAL VALLEY ADVISORS, LLC | History | Reduced | 21,015 | 13,179 | 3.94% | 3.99% | 1008 | -20 | -0.1% | Q4 2025 | Jan 12, 2026 |
| Professional Financial Advisors, LLC | History | Added to | 20,988 | 13,162 | 2.69% | 1.55% | 1009 | +8,974 | 74.7% | Q4 2025 | Jan 15, 2026 |
| VERUS WEALTH MANAGEMENT, LLC | History | Added to | 20,981 | 13,157 | 12.26% | 11.32% | 1010 | +1,175 | 5.93% | Q4 2025 | Jan 16, 2026 |
| Hilltop National Bank | History | Reduced | 20,940 | 13,132 | 3.18% | 3.67% | 1011 | -3,395 | -13.95% | Q4 2025 | Jan 07, 2026 |
| Sivia Capital Partners, LLC | History | Added to | 20,915 | 13,116 | 2.66% | 3.58% | 1012 | +211 | 1.02% | Q4 2025 | Feb 10, 2026 |
| PRECEDENT WEALTH PARTNERS, LLC | History | Added to | 20,782 | 13,032 | 2.73% | 2.5% | 1013 | +2,271 | 12.27% | Q4 2025 | Jan 07, 2026 |
| Roehl & Yi Investment Advisors, LLC | History | New | 145,565 | 13,025 | 5.17% | — | 1014 | +145,565 | New | Q4 2025 | Feb 17, 2026 |
| Coyle Financial Counsel LLC | History | Reduced | 20,748 | 13,011 | 2.78% | 3.02% | 1015 | -650 | -3.04% | Q4 2025 | Feb 10, 2026 |
| M Holdings Securities, Inc. | History | New | 20,708 | 12,987 | 0.93% | — | 1016 | +20,708 | New | Q4 2025 | Feb 11, 2026 |
| Walleye Trading LLC | History | Reduced | 20,700 | 12,981 | 0.02% | 0.05% | 1017 | -37,300 | -64.31% | Q4 2025 | Feb 13, 2026 |
| Financial Engines Advisors L.L.C. | History | Added to | 20,658 | 12,955 | 0.02% | 0.02% | 1018 | +191 | 0.93% | Q4 2025 | Feb 12, 2026 |
| FIRST UNITED BANK & TRUST | History | Added to | 20,654 | 12,952 | 4.13% | 3.89% | 1019 | +1,103 | 5.64% | Q4 2025 | Jan 21, 2026 |
| J. Mark Nickell & Co. | History | New | 20,638 | 12,942 | 11.95% | — | 1020 | +20,638 | New | Q4 2025 | Feb 13, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 20,602 | 12,919 | 0.6% | 0.57% | 1021 | +480 | 2.39% | Q4 2025 | Feb 17, 2026 |
| Sendero Wealth Management, LLC | History | Added to | 20,540 | 12,881 | 1.43% | 1.36% | 1022 | +1,620 | 8.56% | Q4 2025 | Jan 13, 2026 |
| Bangor Savings Bank | History | Reduced | 20,507 | 12,860 | 1.03% | 1.06% | 1023 | -276 | -1.33% | Q4 2025 | Jan 16, 2026 |
| Cannell & Spears LLC | History | Reduced | 20,418 | 12,804 | 0.24% | 0.24% | 1024 | -390 | -1.87% | Q4 2025 | Feb 17, 2026 |
| VAN STRUM & TOWNE INC. | History | Reduced | 20,342 | 12,757 | 3.57% | 3.86% | 1025 | -1,122 | -5.23% | Q4 2025 | Feb 03, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | Added to | 20,304 | 12,733 | 0.17% | 0.13% | 1026 | +4,779 | 30.78% | Q4 2025 | Feb 13, 2026 |
| STOCK YARDS BANK & TRUST CO | History | Added to | 20,278 | 12,717 | 0.39% | 0.35% | 1027 | +2,226 | 12.33% | Q4 2025 | Jan 21, 2026 |
| Delta Wealth Advisors LLC | History | Reduced | 20,267 | 12,710 | 10.64% | 12.97% | 1028 | -6,792 | -25.1% | Q4 2025 | Jan 28, 2026 |
| Saiph Capital, LLC | History | Reduced | 20,228 | 12,685 | 4.56% | 6.26% | 1029 | -8,182 | -28.8% | Q4 2025 | Feb 12, 2026 |
| Allie Family Office LLC | History | Added to | 20,823 | 12,562 | 5.87% | 6.05% | 1030 | +16 | 0.08% | Q4 2025 | Feb 13, 2026 |
| LANDAAS & CO /WI /ADV | History | Added to | 20,025 | 12,558 | 2.76% | 2.71% | 1031 | +523 | 2.68% | Q4 2025 | Jan 21, 2026 |
| Traynor Capital Management, Inc. | History | Added to | 19,983 | 12,532 | 0.67% | 0.63% | 1032 | +1,982 | 11.01% | Q4 2025 | Jan 12, 2026 |
| Cadence Bank | History | Added to | 19,888 | 12,472 | 0.73% | 0.65% | 1033 | +2,346 | 13.37% | Q4 2025 | Jan 30, 2026 |
| CHAI TRUST CO LLC | History | Added to | 19,821 | 12,430 | 1.07% | 0.42% | 1034 | +9,540 | 92.79% | Q4 2025 | Feb 17, 2026 |
| BTC Capital Management, Inc. | History | No change | 19,522 | 12,417 | 0.87% | 0.82% | 1035 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Reduced | 19,792 | 12,412 | 2.08% | 2.14% | 1036 | -69 | -0.35% | Q4 2025 | Feb 10, 2026 |
| WCG Wealth Advisors LLC | History | New | 19,779 | 12,404 | 0.35% | — | 1037 | +19,779 | New | Q4 2025 | Feb 10, 2026 |
| Donalies Financial Planning, LLC | History | New | 19,779 | 12,404 | 10.56% | — | 1038 | +19,779 | New | Q4 2025 | Feb 17, 2026 |
| CSM Advisors, LLC | History | Reduced | 19,669 | 12,335 | 0.34% | 0.36% | 1039 | -1,150 | -5.52% | Q4 2025 | Feb 11, 2026 |
| GOLDEN ROAD ADVISORS LLC | History | Added to | 19,631 | 12,311 | 7.01% | 6.95% | 1040 | +33 | 0.17% | Q4 2025 | Feb 02, 2026 |
| Viewpoint Capital Management LLC | History | No change | 19,585 | 12,282 | 5.32% | 5.28% | 1041 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Hyposwiss Advisors SA | History | New | 19,575 | 12,276 | 12.04% | — | 1043 | +19,575 | New | Q4 2025 | Feb 17, 2026 |
| Prosperitas Financial LLC | History | Added to | 19,576 | 12,276 | 4.77% | 4.95% | 1042 | +90 | 0.46% | Q4 2025 | Feb 04, 2026 |
| Fortitude Family Office, LLC | History | Reduced | 19,551 | 12,260 | 2.85% | 3.43% | 1044 | -1,282 | -6.15% | Q4 2025 | Jan 15, 2026 |
| Family CFO Inc | History | Added to | 19,310 | 12,109 | 5.42% | 5.44% | 1045 | +20 | 0.1% | Q4 2025 | Jan 23, 2026 |
| London & Capital Asset Management Ltd | History | Added to | 19,269 | 12,083 | 0.13% | 0.48% | 1046 | +8,326 | 76.09% | Q4 2025 | Feb 17, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 19,248 | 12,071 | 0.55% | 0.6% | 1047 | -1,626 | -7.79% | Q4 2025 | Feb 13, 2026 |
| Hikari Power Ltd | History | No change | 19,200 | 12,041 | 0.95% | 0.95% | 1048 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Beacon Bridge Wealth Partners, LLC | History | Reduced | 19,159 | 12,015 | 3.99% | 4.24% | 1049 | -304 | -1.56% | Q4 2025 | Jan 27, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | Added to | 19,151 | 12,010 | 0.34% | 0.26% | 1050 | +4,717 | 32.68% | Q4 2025 | Feb 13, 2026 |
| Legacy Private Trust Co. | History | Added to | 19,145 | 12,006 | 0.7% | 0.67% | 1051 | +723 | 3.92% | Q4 2025 | Jan 08, 2026 |
| Clark Asset Management, LLC | History | Reduced | 19,055 | 11,949 | 1.24% | 1.43% | 1052 | -1,034 | -5.15% | Q4 2025 | Jan 27, 2026 |
| KWB Wealth | History | Reduced | 19,039 | 11,939 | 1.13% | 1.21% | 1053 | -273 | -1.41% | Q4 2025 | Jan 12, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 18,957 | 11,889 | 1.48% | 1.46% | 1054 | +826 | 4.56% | Q4 2025 | Feb 13, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | Added to | 18,953 | 11,886 | 0.49% | 0.37% | 1055 | +4,757 | 33.51% | Q4 2025 | Jan 16, 2026 |
| Pullen Investment Management, LLC | History | Added to | 18,821 | 11,803 | 6.22% | 6.24% | 1056 | +11 | 0.06% | Q4 2025 | Jan 20, 2026 |
| Soltis Investment Advisors LLC | History | Added to | 18,814 | 11,798 | 0.78% | 0.57% | 1057 | +5,303 | 39.25% | Q4 2025 | Apr 02, 2026 |
| LS Investment Advisors, LLC | History | Reduced | 18,788 | 11,782 | 1.65% | 1.63% | 1058 | -106 | -0.56% | Q4 2025 | Jan 26, 2026 |
| Empower Advisory Group, LLC | History | Added to | 18,778 | 11,776 | 0.03% | 0.03% | 1059 | +3,832 | 25.64% | Q4 2025 | Feb 12, 2026 |
| Bridgewater Advisors Inc. | History | Reduced | 18,592 | 11,718 | 0.76% | 0.8% | 1060 | -206 | -1.1% | Q4 2025 | Jan 23, 2026 |
| White Lighthouse Investment Management Inc. | History | Added to | 18,635 | 11,686 | 1.63% | 1.65% | 1061 | +952 | 5.38% | Q4 2025 | Feb 09, 2026 |
| Wellspring Financial Advisors, LLC | History | Added to | 363,792 | 11,673 | 0.92% | 1.04% | 1062 | +35,058 | 10.66% | Q4 2025 | Feb 11, 2026 |
| BridgePort Financial Solutions, LLC | History | Reduced | 18,525 | 11,617 | 3.12% | 3.54% | 1063 | -2,956 | -13.76% | Q4 2025 | Jan 16, 2026 |
| Pine Valley Investments Ltd Liability Co | History | Added to | 18,465 | 11,579 | 0.54% | 0.54% | 1064 | +387 | 2.14% | Q4 2025 | Feb 13, 2026 |
| KPP Advisory Services LLC | History | Reduced | 18,445 | 11,567 | 1.68% | 1.93% | 1065 | -2,885 | -13.53% | Q4 2025 | Feb 02, 2026 |
| Balboa Wealth Partners | History | Added to | 18,398 | 11,537 | 1.91% | 1.83% | 1066 | +1,060 | 6.11% | Q4 2025 | Jan 16, 2026 |
| Cypress Point Wealth Management, LLC | History | Reduced | 18,383 | 11,528 | 2.52% | 2.62% | 1067 | -2,758 | -13.05% | Q4 2025 | Feb 02, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 18,383 | 11,528 | 0.28% | 0.28% | 1068 | +719 | 4.07% | Q4 2025 | Jan 29, 2026 |
| Mittelman Wealth Management | History | Reduced | 18,380 | 11,527 | 7.49% | 7.77% | 1069 | -989 | -5.11% | Q4 2025 | Feb 17, 2026 |
| SP Asset Management LLC | History | Added to | 18,332 | 11,496 | 0.91% | 0.88% | 1070 | +191 | 1.05% | Q4 2025 | Jan 28, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 18,318 | 11,487 | 1.01% | 0.99% | 1071 | +24 | 0.13% | Q4 2025 | Jan 26, 2026 |
| Stonehage Fleming Financial Services Holdings Ltd | History | Added to | 18,309 | 11,482 | 0.35% | 0.31% | 1072 | +708 | 4.02% | Q4 2025 | Jan 13, 2026 |
| BancFirst Trust & Investment Management | History | Reduced | 18,138 | 11,458 | 4.72% | 4.38% | 1073 | -760 | -4.02% | Q4 2025 | Jan 05, 2026 |
| ROCKLAND TRUST CO | History | Added to | 18,257 | 11,449 | 0.45% | 0.45% | 1074 | +132 | 0.73% | Q4 2025 | Jan 15, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 18,202 | 11,414 | 0.72% | 0.63% | 1075 | +2,766 | 17.92% | Q4 2025 | Feb 06, 2026 |
| Center For Asset Management LLC | History | Added to | 18,175 | 11,398 | 5.96% | 5.8% | 1076 | +419 | 2.36% | Q4 2025 | Jan 21, 2026 |
| SMITH, MOORE & CO. | History | Reduced | 18,108 | 11,355 | 0.86% | 0.85% | 1077 | -27 | -0.15% | Q4 2025 | Jan 23, 2026 |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | History | Added to | 18,103 | 11,353 | 3.3% | 3.32% | 1078 | +1 | 0.01% | Q4 2025 | Jan 08, 2026 |
| DONALDSON CAPITAL MANAGEMENT, LLC | History | Reduced | 18,098 | 11,349 | 0.36% | 0.36% | 1079 | -327 | -1.77% | Q4 2025 | Jan 14, 2026 |
| CONTINUUM WEALTH ADVISORS, LLC | History | Added to | 18,091 | 11,345 | 4.38% | 4.45% | 1080 | +1,055 | 6.19% | Q4 2025 | Feb 04, 2026 |
| Magnus Financial Group LLC | History | Added to | 18,029 | 11,306 | 0.86% | 0.86% | 1081 | +275 | 1.55% | Q4 2025 | Jan 07, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Added to | 17,965 | 11,266 | 0.16% | 0.15% | 1082 | +1,153 | 6.86% | Q4 2025 | Feb 09, 2026 |
| Hudson Oak Wealth Advisory LLC | History | New | 17,738 | 11,124 | 9.81% | — | 1083 | +17,738 | New | Q4 2025 | Jan 23, 2026 |
| Bison Wealth, LLC | History | New | 18,573 | 11,105 | 1.25% | — | 1084 | +18,573 | New | Q4 2025 | Mar 24, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 17,624 | 11,052 | 0.2% | 0.16% | 1085 | +4,101 | 30.33% | Q4 2025 | Jan 23, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 17,473 | 10,957 | 0.6% | 0.58% | 1086 | +727 | 4.34% | Q4 2025 | Feb 10, 2026 |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | History | Added to | 17,444 | 10,939 | 0.36% | 0.34% | 1087 | +681 | 4.06% | Q4 2025 | Feb 11, 2026 |
| Relyea Zuckerberg Hanson LLC | History | Added to | 17,402 | 10,913 | 1.1% | 1.12% | 1088 | +42 | 0.24% | Q4 2025 | Jan 20, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 17,362 | 10,888 | 0.14% | 0.14% | 1089 | -338 | -1.91% | Q4 2025 | Feb 05, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 17,347 | 10,879 | 0.01% | 0.0% | 1090 | +14,752 | 568.48% | Q4 2025 | Feb 13, 2026 |
| J.Safra Asset Management Corp | History | New | 17,307 | 10,853 | 0.57% | — | 1091 | +17,307 | New | Q4 2025 | Feb 11, 2026 |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | History | Added to | 17,299 | 10,848 | 0.19% | 0.18% | 1092 | +590 | 3.53% | Q4 2025 | Feb 12, 2026 |
| Five Pine Wealth Management | History | Reduced | 17,270 | 10,830 | 6.95% | 7.18% | 1093 | -73 | -0.42% | Q4 2025 | Jan 21, 2026 |
| DMKC Advisory Services, LLC | History | Added to | 17,249 | 10,817 | 4.75% | 5.2% | 1094 | +500 | 2.99% | Q4 2025 | Jan 30, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 17,164 | 10,763 | 0.21% | 0.2% | 1095 | +335 | 1.99% | Q4 2025 | Feb 05, 2026 |
| Rockwood Wealth Management, LLC | History | Reduced | 17,140 | 10,748 | 0.8% | 0.9% | 1096 | -1,278 | -6.94% | Q4 2025 | Jan 29, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | Reduced | 17,263 | 10,721 | 0.09% | 0.12% | 1097 | -5,356 | -23.68% | Q4 2025 | Feb 03, 2026 |
| Midwest Financial Partners Investments, Inc. | History | New | 16,992 | 10,656 | 5.92% | — | 1098 | +16,992 | New | Q4 2025 | Feb 06, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | Reduced | 16,987 | 10,653 | 2.01% | 3.92% | 1099 | -16,845 | -49.79% | Q4 2025 | Jan 28, 2026 |
| WEST BANCORPORATION INC | History | Added to | 16,930 | 10,617 | 5.56% | 5.39% | 1100 | +1,084 | 6.84% | Q4 2025 | Jan 29, 2026 |
| RED CEDAR INVESTMENT MANAGEMENT, LLC | History | Added to | 16,900 | 10,598 | 1.14% | 1.04% | 1101 | +2,446 | 16.92% | Q4 2025 | Feb 11, 2026 |
| CacheTech Inc. | History | Added to | 16,895 | 10,595 | 1.96% | 2.01% | 1102 | +620 | 3.81% | Q4 2025 | Feb 18, 2026 |
| Sunburst Financial Group, LLC | History | Reduced | 16,865 | 10,576 | 2.14% | 2.2% | 1103 | -205 | -1.2% | Q4 2025 | Jan 21, 2026 |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | History | Added to | 16,855 | 10,570 | 2.89% | 2.62% | 1104 | +2,155 | 14.66% | Q4 2025 | Jan 26, 2026 |
| NORTHSTAR ASSET MANAGEMENT Co | History | Added to | 16,842 | 10,562 | 2.24% | 2.18% | 1105 | +280 | 1.69% | Q4 2025 | Jan 27, 2026 |
| Independence Bank of Kentucky | History | Added to | 16,834 | 10,557 | 1.31% | 1.21% | 1106 | +1,484 | 9.67% | Q4 2025 | Jan 20, 2026 |
| Pitcairn Wealth Advisors LLC | History | New | 16,811 | 10,542 | 0.95% | — | 1107 | +16,811 | New | Q4 2025 | Feb 13, 2026 |
| Leo Wealth, LLC | History | Added to | 16,760 | 10,510 | 0.76% | 0.89% | 1108 | +5,570 | 49.78% | Q4 2025 | Jan 21, 2026 |
| Bank of New Hampshire | History | New | 16,758 | 10,509 | 2.36% | — | 1109 | +16,758 | New | Q4 2025 | Mar 16, 2026 |
| CAMBRIDGE CAPITAL MANAGEMENT, LLC | History | Added to | 16,744 | 10,500 | 4.71% | 4.82% | 1110 | +320 | 1.95% | Q4 2025 | Jan 28, 2026 |
| MMBG INVESTMENT ADVISORS CO. | History | Reduced | 16,728 | 10,490 | 0.88% | 0.94% | 1111 | -504 | -2.92% | Q4 2025 | Feb 09, 2026 |
| Navis Wealth Advisors, LLC | History | Added to | 16,728 | 10,490 | 4.44% | 7.63% | 1112 | +77 | 0.46% | Q4 2025 | Feb 13, 2026 |
| Twin Tree Management, LP | History | Reduced | 16,686 | 10,464 | 0.09% | 0.15% | 1113 | -40,720 | -70.93% | Q4 2025 | Feb 11, 2026 |
| Balefire, LLC | History | Added to | 16,652 | 10,443 | 2.03% | 1.9% | 1114 | +1,102 | 7.09% | Q4 2025 | Jan 12, 2026 |
| Canvas Wealth Advisors, LLC | History | Added to | 16,621 | 10,423 | 1.77% | 1.81% | 1115 | +450 | 2.78% | Q4 2025 | Jan 12, 2026 |
| Duncan Williams Asset Management, LLC | History | Added to | 16,485 | 10,400 | 2.58% | 2.74% | 1116 | +567 | 3.56% | Q4 2025 | Feb 05, 2026 |
| SageView Advisory Group, LLC | History | Reduced | 16,547 | 10,377 | 0.35% | 0.62% | 1117 | -12,892 | -43.79% | Q4 2025 | Feb 17, 2026 |
| Graetz Wealth LLC | History | New | 16,528 | 10,365 | 9.44% | — | 1118 | +16,528 | New | Q4 2025 | Feb 12, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 16,514 | 10,356 | 0.55% | 0.24% | 1119 | +10,271 | 164.52% | Q4 2025 | Jan 26, 2026 |
| Serenus Wealth Advisors, LLC | History | Reduced | 18,242 | 10,284 | 1.99% | 1.75% | 1120 | -338 | -1.82% | Q4 2025 | Jan 28, 2026 |
| STEPHEN J. GARRY & ASSOCIATES, LLC | History | Reduced | 16,397 | 10,283 | 8.16% | 8.38% | 1121 | -746 | -4.35% | Q4 2025 | Jan 16, 2026 |
| Bridgewealth Advisory Group, LLC | History | Added to | 16,396 | 10,282 | 2.27% | 2.23% | 1122 | +717 | 4.57% | Q4 2025 | Feb 04, 2026 |
| MorganRosel Wealth Management, LLC | History | Added to | 16,389 | 10,278 | 2.57% | 2.31% | 1124 | +1,822 | 12.51% | Q4 2025 | Feb 13, 2026 |
| EASTERN BANK | History | Reduced | 16,389 | 10,278 | 0.18% | 0.19% | 1123 | -1,462 | -8.19% | Q4 2025 | Jan 14, 2026 |
| Dakota Wealth Management | History | Added to | 16,383 | 10,274 | 0.18% | 0.19% | 1125 | +987 | 6.41% | Q4 2025 | Jan 13, 2026 |
| Pallas Capital Advisors LLC | History | Added to | 16,298 | 10,220 | 0.34% | 0.31% | 1126 | +2,480 | 17.95% | Q4 2025 | Jan 14, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | New | 16,283 | 10,211 | 1.29% | — | 1127 | +16,283 | New | Q4 2025 | Jan 27, 2026 |
| Cannon Capital Management, Inc. | History | New | 16,271 | 10,204 | 8.97% | — | 1128 | +16,271 | New | Q4 2025 | Jan 30, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | Reduced | 16,260 | 10,197 | 0.09% | 0.13% | 1129 | -4,149 | -20.33% | Q4 2025 | Jan 28, 2026 |
| Marshall Financial Group, LLC | History | Reduced | 16,251 | 10,191 | 1.98% | 1.98% | 1130 | -366 | -2.2% | Q4 2025 | Jan 09, 2026 |
| Victrix Investment Advisors | History | New | 16,215 | 10,168 | 3.94% | — | 1131 | +16,215 | New | Q4 2025 | Feb 11, 2026 |
| Adams Wealth Management | History | Reduced | 16,179 | 10,146 | 2.16% | 2.14% | 1132 | -96 | -0.59% | Q4 2025 | Feb 18, 2026 |
| OpenArc Corporate Advisory, LLC | History | New | 16,177 | 10,145 | 0.17% | — | 1133 | +16,177 | New | Q4 2025 | Feb 13, 2026 |
| LifePlan Investment Advisors, Inc. | History | Reduced | 16,173 | 10,142 | 4.13% | 6.24% | 1135 | -8,136 | -33.47% | Q4 2025 | Feb 09, 2026 |
| CPR Investments Inc. | History | Reduced | 16,173 | 10,142 | 6.81% | 6.97% | 1134 | -360 | -2.18% | Q4 2025 | Jan 14, 2026 |
| BANK OF NOVA SCOTIA | History | Reduced | 16,138 | 10,118 | 0.01% | 0.13% | 1136 | -108,100 | -87.01% | Q4 2025 | Feb 13, 2026 |
| MITCHELL SINKLER & STARR/PA | History | Added to | 16,123 | 10,111 | 4.57% | 4.07% | 1137 | +1,336 | 9.03% | Q4 2025 | Feb 11, 2026 |
| STALEY CAPITAL ADVISERS INC | History | Added to | 16,102 | 10,098 | 0.42% | 0.4% | 1138 | +41 | 0.26% | Q4 2025 | Feb 05, 2026 |
| Fonville Wealth Management LLC | History | Reduced | 16,087 | 10,089 | 2.06% | 2.29% | 1139 | -542 | -3.26% | Q4 2025 | Jan 23, 2026 |
| Breakwater Capital Group | History | Reduced | 16,084 | 10,086 | 1.41% | 1.61% | 1140 | -1,722 | -9.67% | Q4 2025 | Jan 09, 2026 |
| SeaCrest Wealth Management, LLC | History | Added to | 15,885 | 10,073 | 1.02% | 1.0% | 1141 | +525 | 3.42% | Q4 2025 | Jan 12, 2026 |
| Thrive Wealth Management, LLC | History | Reduced | 16,055 | 10,068 | 1.48% | 1.49% | 1142 | -42 | -0.26% | Q4 2025 | Jan 12, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Added to | 16,045 | 10,062 | 1.23% | 1.03% | 1143 | +3,024 | 23.22% | Q4 2025 | Jan 07, 2026 |
| PFG Investments, LLC | History | Added to | 16,022 | 10,047 | 0.47% | 0.49% | 1144 | +493 | 3.17% | Q4 2025 | Jan 26, 2026 |
| Evernest Financial Advisors, LLC | History | Reduced | 15,736 | 10,043 | 2.1% | 2.78% | 1145 | -483 | -2.98% | Q4 2025 | Feb 13, 2026 |
| NavPoint Financial, Inc. | History | Added to | 16,008 | 10,038 | 4.29% | 5.01% | 1146 | +412 | 2.64% | Q4 2025 | Jan 20, 2026 |
| Root Financial Partners, LLC | History | Added to | 15,994 | 10,030 | 0.51% | 0.6% | 1147 | +201 | 1.27% | Q4 2025 | Feb 10, 2026 |
| RIVER'S EDGE WEALTH MANAGEMENT, LLC | History | New | 15,916 | 9,977 | 9.74% | — | 1148 | +15,916 | New | Q4 2025 | Feb 17, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | Reduced | 15,840 | 9,933 | 0.15% | 0.16% | 1149 | -2,423 | -13.27% | Q4 2025 | Feb 12, 2026 |
| Wealth Watch Advisors, INC | History | Added to | 15,696 | 9,843 | 3.65% | 3.82% | 1150 | +567 | 3.75% | Q4 2025 | Feb 17, 2026 |
| HighMark Wealth Management LLC | History | Reduced | 15,685 | 9,836 | 4.01% | 4.23% | 1151 | -23 | -0.15% | Q4 2025 | Feb 05, 2026 |
| ICONIQ Capital, LLC | History | Added to | 15,664 | 9,823 | 0.15% | 0.12% | 1152 | +49 | 0.31% | Q4 2025 | Feb 13, 2026 |
| Marble Harbor Investment Counsel, LLC | History | Reduced | 15,646 | 9,812 | 1.05% | 1.08% | 1153 | -1,200 | -7.12% | Q4 2025 | Feb 06, 2026 |
| Traveka Wealth, LLC | History | Reduced | 15,638 | 9,807 | 3.99% | 4.48% | 1154 | -742 | -4.53% | Q4 2025 | Jan 08, 2026 |
| HORAN Wealth, LLC | History | Added to | 15,614 | 9,792 | 1.5% | 0.89% | 1155 | +6,410 | 69.64% | Q4 2025 | Feb 04, 2026 |
| Tactive Advisors, LLC | History | Reduced | 15,468 | 9,700 | 2.84% | 2.78% | 1156 | -574 | -3.58% | Q4 2025 | Jan 09, 2026 |
| NBT BANK N A /NY | History | Added to | 17,018 | 9,690 | 0.63% | 0.62% | 1157 | +64 | 0.38% | Q4 2025 | Jan 23, 2026 |
| Oath Planning, LLC | History | New | 15,426 | 9,674 | 9.55% | — | 1158 | +15,426 | New | Q4 2025 | Feb 12, 2026 |
| UMB Bank, n.a. | History | Added to | 15,414 | 9,666 | 0.13% | 0.1% | 1159 | +4,167 | 37.05% | Q4 2025 | Feb 13, 2026 |
| Kingdom Financial Group LLC. | History | Added to | 15,371 | 9,639 | 2.98% | 0.59% | 1160 | +13,791 | 872.85% | Q4 2025 | Feb 06, 2026 |
| Regal Investment Advisors LLC | History | Reduced | 15,369 | 9,638 | 0.58% | 0.73% | 1161 | -2,859 | -15.68% | Q4 2025 | Feb 17, 2026 |
| Chevy Chase Trust Holdings, LLC | History | Added to | 15,333 | 9,615 | 0.03% | 0.02% | 1162 | +609 | 4.14% | Q4 2025 | Feb 13, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Added to | 15,327 | 9,611 | 0.54% | 0.48% | 1163 | +523 | 3.53% | Q4 2025 | Feb 06, 2026 |
| Strive Financial Group ,LLC | History | New | 15,296 | 9,592 | 4.75% | — | 1164 | +15,296 | New | Q4 2025 | Feb 18, 2026 |
| Hurley Capital, LLC | History | Added to | 15,247 | 9,562 | 5.35% | 4.93% | 1165 | +933 | 6.52% | Q4 2025 | Feb 17, 2026 |
| Global Financial Private Client, LLC | History | Reduced | 15,236 | 9,554 | 3.35% | 3.43% | 1166 | -507 | -3.22% | Q4 2025 | Jan 27, 2026 |
| DEFINED WEALTH MANAGEMENT, LLC | History | Reduced | 15,223 | 9,546 | 5.5% | 5.47% | 1167 | -172 | -1.12% | Q4 2025 | Jan 15, 2026 |
| Alpha Cubed Investments, LLC | History | Reduced | 15,183 | 9,521 | 0.33% | 0.33% | 1168 | -85 | -0.56% | Q4 2025 | Feb 03, 2026 |
| Alpha Financial Advisors, LLC | History | No change | 15,170 | 9,513 | 2.91% | 3.27% | 1169 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 15,157 | 9,505 | 0.78% | 0.65% | 1170 | +2,897 | 23.63% | Q4 2025 | Jan 23, 2026 |
| Fermata Advisors, LLC | History | Reduced | 15,103 | 9,471 | 2.27% | 2.35% | 1171 | -36 | -0.24% | Q4 2025 | Jan 08, 2026 |
| Tudor Financial Inc. | History | Reduced | 15,096 | 9,467 | 4.85% | 5.09% | 1172 | -537 | -3.44% | Q4 2025 | Feb 13, 2026 |
| NWAM LLC | History | Added to | 14,883 | 9,450 | 0.53% | 0.48% | 1173 | +666 | 4.68% | Q4 2025 | Feb 04, 2026 |
| Hexagon Capital Partners LLC | History | Added to | 15,049 | 9,437 | 1.74% | 1.84% | 1174 | +71 | 0.47% | Q4 2025 | Feb 06, 2026 |
| Trilogy Capital Inc. | History | Reduced | 14,990 | 9,400 | 0.42% | 0.44% | 1175 | -714 | -4.55% | Q4 2025 | Jan 22, 2026 |
| Greenwich Wealth Management LLC | History | Reduced | 14,977 | 9,392 | 0.42% | 0.46% | 1176 | -121 | -0.8% | Q4 2025 | Feb 10, 2026 |
| ELEMENT POINTE ADVISORS, LLC | History | Reduced | 14,964 | 9,384 | 1.81% | 1.98% | 1177 | -197 | -1.3% | Q4 2025 | Feb 13, 2026 |
| Citizens Business Bank | History | Reduced | 14,947 | 9,373 | 1.55% | 1.64% | 1178 | -1,111 | -6.92% | Q4 2025 | Feb 02, 2026 |
| Stratos Investment Management, LLC | History | Added to | 14,883 | 9,333 | 0.37% | 0.36% | 1179 | +818 | 5.82% | Q4 2025 | Jan 20, 2026 |
| Omnia Family Wealth, LLC | History | Reduced | 14,874 | 9,327 | 2.75% | 3.33% | 1180 | -1,852 | -11.07% | Q4 2025 | Jan 16, 2026 |
| Cedar Wealth Management, LLC | History | Added to | 14,852 | 9,313 | 2.79% | 2.46% | 1181 | +1,747 | 13.33% | Q4 2025 | Feb 06, 2026 |
| Peak Asset Management, LLC | History | Added to | 14,826 | 9,297 | 1.58% | 1.58% | 1182 | +26 | 0.18% | Q4 2025 | Feb 05, 2026 |
| Summit Financial Strategies, Inc. | History | Added to | 14,819 | 9,293 | 0.76% | 0.76% | 1183 | +348 | 2.4% | Q4 2025 | Jan 27, 2026 |
| Gainplan LLC | History | Added to | 14,807 | 9,285 | 3.48% | 3.76% | 1184 | +314 | 2.17% | Q4 2025 | Jan 23, 2026 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | History | Reduced | 14,794 | 9,277 | 2.09% | 2.2% | 1185 | -480 | -3.14% | Q4 2025 | Jan 12, 2026 |
| Alta Advisers Ltd | History | No change | 14,790 | 9,275 | 3.36% | 2.77% | 1186 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Ategra Capital Management, LLC | History | No change | 14,724 | 9,233 | 4.39% | 5.32% | 1187 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 14,706 | 9,222 | 1.07% | 1.0% | 1188 | +5,168 | 54.18% | Q4 2025 | Feb 13, 2026 |
| Greenhouse Wealth Management, LLC | History | Reduced | 14,610 | 9,162 | 5.42% | 5.39% | 1189 | -56 | -0.38% | Q4 2025 | Jan 21, 2026 |
| Tanager Wealth Management LLP | History | Added to | 14,549 | 9,124 | 0.91% | 0.78% | 1190 | +2,358 | 19.34% | Q4 2025 | Jan 26, 2026 |
| Fiduciary Alliance LLC | History | Added to | 14,520 | 9,105 | 0.6% | 0.53% | 1191 | +1,718 | 13.42% | Q4 2025 | Jan 22, 2026 |
| M3 Advisory Group, LLC | History | Added to | 14,501 | 9,094 | 5.54% | 3.95% | 1192 | +4,168 | 40.34% | Q4 2025 | Jan 16, 2026 |
| PARTHENON LLC | History | Reduced | 14,480 | 9,080 | 0.98% | 1.03% | 1193 | -660 | -4.36% | Q4 2025 | Jan 23, 2026 |
| BIRCH FINANCIAL GROUP, LLC | History | Added to | 14,473 | 9,076 | 5.18% | 5.11% | 1194 | +314 | 2.22% | Q4 2025 | Jan 15, 2026 |
| DF DENT & CO INC | History | Added to | 14,472 | 9,075 | 0.13% | 0.11% | 1195 | +435 | 3.1% | Q4 2025 | Feb 17, 2026 |
| Columbus Macro, LLC | History | Added to | 14,452 | 9,063 | 0.99% | 1.0% | 1196 | +83 | 0.58% | Q4 2025 | Jan 15, 2026 |
| Florida Trust Wealth Management Co | History | Added to | 14,423 | 9,045 | 0.25% | 0.25% | 1197 | +213 | 1.5% | Q4 2025 | Jan 20, 2026 |
| Sage Financial Management Group, Inc. | History | Reduced | 14,424 | 9,045 | 2.76% | 2.83% | 1198 | -51 | -0.35% | Q4 2025 | Feb 05, 2026 |
| Dana Investment Advisors, Inc. | History | Added to | 14,356 | 9,002 | 0.26% | 0.25% | 1199 | +529 | 3.83% | Q4 2025 | Feb 05, 2026 |
| KDT Advisors, LLC | History | No change | 14,354 | 9,001 | 12.62% | 12.87% | 1200 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Omnitrust Wealth Management, Inc | History | New | 14,334 | 8,989 | 11.42% | — | 1201 | +14,334 | New | Q4 2025 | Feb 11, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Reduced | 14,312 | 8,975 | 0.69% | 0.64% | 1202 | -523 | -3.53% | Q4 2025 | Jan 23, 2026 |
| Hudock, Inc. | History | Added to | 14,310 | 8,974 | 1.32% | 1.32% | 1203 | +129 | 0.91% | Q4 2025 | Feb 12, 2026 |
| Montecito Bank & Trust | History | Added to | 14,302 | 8,969 | 1.43% | 0.46% | 1204 | +9,429 | 193.49% | Q4 2025 | Jan 09, 2026 |
| Stanley-Laman Group, Ltd. | History | Added to | 14,286 | 8,959 | 1.14% | 0.76% | 1205 | +5,606 | 64.59% | Q4 2025 | Jan 23, 2026 |
| Embree Financial Group | History | Reduced | 14,277 | 8,953 | 1.1% | 1.18% | 1206 | -110 | -0.76% | Q4 2025 | Jan 14, 2026 |
| NORTH STAR ASSET MANAGEMENT INC | History | Added to | 14,251 | 8,937 | 0.36% | 0.35% | 1207 | +90 | 0.64% | Q4 2025 | Feb 09, 2026 |
| Harvey Partners, LLC | History | New | 14,200 | 8,905 | 0.79% | — | 1208 | +14,200 | New | Q4 2025 | Feb 17, 2026 |
| Sovran Advisors, LLC | History | Reduced | 13,971 | 8,894 | 0.76% | 0.94% | 1209 | -2,994 | -17.65% | Q4 2025 | Jan 20, 2026 |
| CWA Asset Management Group, LLC | History | Reduced | 14,157 | 8,877 | 0.32% | 0.33% | 1210 | -282 | -1.95% | Q4 2025 | Jan 07, 2026 |
| Accent Capital Management, LLC | History | Added to | 14,138 | 8,866 | 3.81% | 3.61% | 1211 | +100 | 0.71% | Q4 2025 | Feb 09, 2026 |
| Kathmere Capital Management, LLC | History | Added to | 14,080 | 8,829 | 0.59% | 0.59% | 1212 | +487 | 3.58% | Q4 2025 | Jan 13, 2026 |
| Marks Group Wealth Management, Inc | History | Reduced | 14,040 | 8,804 | 0.84% | 0.89% | 1213 | -1,573 | -10.07% | Q4 2025 | Feb 11, 2026 |
| BURLING WEALTH PARTNERS, LLC | History | Added to | 14,028 | 8,797 | 1.37% | 1.25% | 1214 | +1,742 | 14.18% | Q4 2025 | Feb 06, 2026 |
| Csenge Advisory Group | History | Added to | 13,985 | 8,770 | 0.4% | 0.4% | 1215 | +210 | 1.52% | Q4 2025 | Feb 06, 2026 |
| Stegner Investment Associates Inc. | History | Added to | 13,954 | 8,750 | 4.65% | 3.55% | 1216 | +3,369 | 31.83% | Q4 2025 | Jan 30, 2026 |
| Good Steward Wealth Advisors,LLC | History | Added to | 13,933 | 8,737 | 5.77% | 5.25% | 1217 | +1,522 | 12.26% | Q4 2025 | Jan 22, 2026 |
| Westfuller Advisors, LLC | History | Added to | 13,920 | 8,729 | 3.53% | 3.83% | 1218 | +185 | 1.35% | Q4 2025 | Jan 21, 2026 |
| Sharp Wealth Advisory, LLC | History | Added to | 13,858 | 8,691 | 4.37% | 4.05% | 1219 | +1,703 | 14.01% | Q4 2025 | Jan 16, 2026 |
| Stone Wealth Partners | History | New | 13,855 | 8,689 | 7.74% | — | 1220 | +13,855 | New | Q4 2025 | Feb 24, 2026 |
| Attessa Capital LLC | History | Added to | 13,857 | 8,689 | 4.75% | 4.41% | 1221 | +1,676 | 13.76% | Q4 2025 | Jan 06, 2026 |
| Berman McAleer LLC | History | Reduced | 13,817 | 8,665 | 1.18% | 1.22% | 1222 | -423 | -2.97% | Q4 2025 | Feb 05, 2026 |
| Bawa N Mallick Trust | History | No change | 13,801 | 8,654 | 3.21% | 3.2% | 1223 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| Horizon Investments, LLC | History | Added to | 13,774 | 8,638 | 0.11% | 0.11% | 1224 | +302 | 2.24% | Q4 2025 | Feb 02, 2026 |
| Sound Income Strategies, LLC | History | Added to | 13,543 | 8,614 | 0.41% | 0.27% | 1225 | +5,427 | 66.87% | Q4 2025 | Jan 21, 2026 |
| PETTYJOHN, WOOD & WHITE, INC | History | Added to | 13,646 | 8,557 | 1.34% | 1.35% | 1226 | +331 | 2.49% | Q4 2025 | Feb 11, 2026 |
| Cypress Wealth Services, LLC | History | Added to | 13,608 | 8,534 | 1.18% | 1.34% | 1227 | +219 | 1.64% | Q4 2025 | Jan 14, 2026 |
| MACKENZIE FINANCIAL CORP | History | Added to | 13,503 | 8,513 | 0.01% | 0.01% | 1228 | +1,895 | 16.32% | Q4 2025 | Feb 18, 2026 |
| Westshore Wealth, LLC | History | Added to | 13,554 | 8,500 | 2.81% | 2.3% | 1229 | +2,569 | 23.39% | Q4 2025 | Feb 25, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 13,530 | 8,484 | 0.16% | 0.15% | 1230 | +841 | 6.63% | Q4 2025 | Feb 04, 2026 |
| Capital Planning Advisors, LLC | History | Added to | 13,517 | 8,476 | 1.13% | 1.1% | 1231 | +381 | 2.9% | Q4 2025 | Feb 17, 2026 |
| EdgeRock Capital LLC | History | Reduced | 13,512 | 8,474 | 2.26% | 2.65% | 1232 | -2,051 | -13.18% | Q4 2025 | Jan 14, 2026 |
| Sequent Asset Management, LLC | History | Added to | 13,506 | 8,470 | 3.76% | 3.88% | 1233 | +185 | 1.39% | Q4 2025 | Feb 10, 2026 |
| Foster Victor Wealth Advisors, LLC | History | Added to | 13,310 | 8,466 | 0.49% | 0.09% | 1235 | +10,957 | 465.66% | Q4 2025 | Jan 26, 2026 |
| Peak Retirement Planning, Inc. | History | Reduced | 13,500 | 8,466 | 1.98% | 3.7% | 1236 | -7,949 | -37.06% | Q4 2025 | Feb 10, 2026 |
| MONETTA FINANCIAL SERVICES INC | History | No change | 13,500 | 8,466 | 6.06% | 5.79% | 1234 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Canal Capital Management, LLC | History | Reduced | 13,474 | 8,449 | 1.2% | 1.24% | 1237 | -14 | -0.1% | Q4 2025 | Jan 06, 2026 |
| GREAT LAKES ADVISORS, LLC | History | New | 13,472 | 8,448 | 0.07% | — | 1238 | +13,472 | New | Q4 2025 | Feb 12, 2026 |
| WALLER FINANCIAL PLANNING GROUP, INC | History | Reduced | 13,460 | 8,441 | 1.87% | 2.15% | 1239 | -1,831 | -11.97% | Q4 2025 | Jan 13, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | Reduced | 13,420 | 8,415 | 1.93% | 2.11% | 1240 | -908 | -6.34% | Q4 2025 | Jan 06, 2026 |
| Golden State Equity Partners | History | Added to | 13,400 | 8,403 | 1.36% | 1.16% | 1241 | +2,156 | 19.17% | Q4 2025 | Jan 29, 2026 |
| SMART Wealth LLC | History | Added to | 13,399 | 8,403 | 2.56% | 2.62% | 1242 | +2,072 | 18.29% | Q4 2025 | Jan 26, 2026 |
| AMG Asset Management Group, Inc. | History | New | 13,365 | 8,381 | 26.99% | — | 1243 | +13,365 | New | Q4 2025 | Mar 17, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Added to | 13,340 | 8,366 | 1.35% | 1.41% | 1244 | +458 | 3.56% | Q4 2025 | Feb 17, 2026 |
| Burkett Asset Management Ltd | History | New | 13,320 | 8,353 | 8.44% | — | 1245 | +13,320 | New | Q4 2025 | Feb 12, 2026 |
| Tolleson Wealth Management, Inc. | History | Reduced | 13,319 | 8,352 | 1.21% | 1.58% | 1246 | -3,298 | -19.85% | Q4 2025 | Feb 17, 2026 |
| MIDLAND WEALTH ADVISORS, LLC | History | Reduced | 13,263 | 8,317 | 0.43% | 0.45% | 1247 | -443 | -3.23% | Q4 2025 | Jan 26, 2026 |
| RIDGECREST WEALTH PARTNERS, LLC | History | Reduced | 13,249 | 8,309 | 4.51% | 5.55% | 1249 | -6,798 | -33.91% | Q4 2025 | Jan 22, 2026 |
| SEARCY FINANCIAL SERVICES INC /ADV | History | Added to | 13,249 | 8,309 | 3.08% | 3.08% | 1248 | +34 | 0.26% | Q4 2025 | Jan 22, 2026 |
| LOUISBOURG INVESTMENTS INC. | History | Added to | 13,237 | 8,301 | 1.65% | 1.69% | 1250 | +579 | 4.57% | Q4 2025 | Jan 16, 2026 |
| CONNABLE OFFICE INC | History | Added to | 13,160 | 8,253 | 0.76% | 0.73% | 1251 | +266 | 2.06% | Q4 2025 | Feb 03, 2026 |
| Stokes Family Office, LLC | History | Reduced | 13,117 | 8,226 | 0.75% | 0.81% | 1252 | -857 | -6.13% | Q4 2025 | Feb 18, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 13,014 | 8,221 | 0.56% | 0.53% | 1253 | +1,548 | 13.5% | Q4 2025 | Jan 15, 2026 |
| Waterfront Wealth Inc. | History | Added to | 12,886 | 8,203 | 1.56% | 1.56% | 1254 | +484 | 3.9% | Q4 2025 | Jan 27, 2026 |
| LOM Asset Management Ltd | History | Reduced | 13,061 | 8,190 | 2.37% | 2.51% | 1255 | -381 | -2.83% | Q4 2025 | Jan 23, 2026 |
| PRIMORIS WEALTH ADVISORS, LLC | History | Added to | 13,041 | 8,178 | 4.89% | 4.97% | 1256 | +275 | 2.15% | Q4 2025 | Feb 03, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 13,004 | 8,155 | 0.08% | 0.08% | 1258 | +315 | 2.48% | Q4 2025 | Feb 13, 2026 |
| MCDONALD PARTNERS LLC | History | Added to | 13,003 | 8,155 | 2.57% | 2.35% | 1257 | +134 | 1.04% | Q4 2025 | Feb 02, 2026 |
| Financial Enhancement Group LLC | History | Reduced | 12,876 | 8,115 | 1.06% | 1.08% | 1259 | -85 | -0.66% | Q4 2025 | Jan 23, 2026 |
| Thrive Capital Management, LLC | History | Added to | 12,940 | 8,114 | 1.81% | 1.71% | 1260 | +2,128 | 19.68% | Q4 2025 | Feb 09, 2026 |
| Kera Capital Partners, Inc. | History | Reduced | 12,729 | 8,098 | 1.0% | 1.21% | 1261 | -432 | -3.28% | Q4 2025 | Feb 23, 2026 |
| Keystone Wealth Services, LLC | History | Added to | 12,895 | 8,086 | 1.7% | 1.69% | 1262 | +274 | 2.17% | Q4 2025 | Jan 26, 2026 |
| Saxony Capital Management, LLC | History | Reduced | 12,883 | 8,079 | 4.95% | 5.2% | 1263 | -4 | -0.03% | Q4 2025 | Jan 15, 2026 |
| TritonPoint Partners, LLC | History | New | 12,876 | 8,074 | 4.31% | — | 1264 | +12,876 | New | Q4 2025 | Feb 13, 2026 |
| BROOKS, MOORE & ASSOCIATES, INC. | History | Reduced | 12,830 | 8,046 | 3.95% | 0.89% | 1265 | -9,230 | -41.84% | Q4 2025 | Feb 17, 2026 |
| Capital Asset Managemnet, LLC | History | New | 12,815 | 8,036 | 8.9% | — | 1266 | +12,815 | New | Q4 2025 | Apr 07, 2026 |
| Calamos Wealth Management LLC | History | Added to | 12,776 | 8,012 | 0.28% | 0.26% | 1267 | +920 | 7.76% | Q4 2025 | Jan 29, 2026 |
| Financial Planning Hawaii, Inc. | History | New | 12,775 | 8,011 | 4.62% | — | 1268 | +12,775 | New | Q4 2025 | Jan 15, 2026 |
| GSG Advisors LLC | History | Added to | 12,755 | 7,998 | 2.06% | 2.07% | 1269 | +27 | 0.21% | Q4 2025 | Jan 08, 2026 |
| WAYSTONE ADVISORS LLC | History | New | 12,736 | 7,987 | 6.85% | — | 1270 | +12,736 | New | Q4 2025 | Feb 09, 2026 |
| First City Capital Management, Inc. | History | Added to | 12,718 | 7,976 | 4.21% | 3.9% | 1271 | +913 | 7.73% | Q4 2025 | Jan 14, 2026 |
| Advisors Capital Management, LLC | History | Added to | 12,692 | 7,959 | 0.09% | 0.09% | 1272 | +237 | 1.9% | Q4 2025 | Jan 29, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Added to | 12,679 | 7,951 | 0.37% | 0.41% | 1273 | +285 | 2.3% | Q4 2025 | Jan 12, 2026 |
| Denver PWM, LLC | History | No change | 13,966 | 7,932 | 2.65% | 2.47% | 1274 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| WARNER FINANCIAL, INC | History | Added to | 12,603 | 7,904 | 2.74% | 2.83% | 1275 | +240 | 1.94% | Q4 2025 | Jan 21, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | Reduced | 12,591 | 7,896 | 0.43% | 0.44% | 1276 | -2 | -0.02% | Q4 2025 | Feb 13, 2026 |
| Prasad Wealth Partners, LLC | History | Added to | 12,586 | 7,893 | 2.11% | 2.1% | 1277 | +299 | 2.43% | Q4 2025 | Jan 27, 2026 |
| Newman Dignan & Sheerar, Inc. | History | Reduced | 12,561 | 7,877 | 1.64% | 1.66% | 1278 | -18 | -0.14% | Q4 2025 | Jan 22, 2026 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | History | Added to | 12,498 | 7,857 | 0.05% | 0.05% | 1279 | +1,152 | 10.15% | Q4 2025 | Feb 17, 2026 |
| Violich Capital Management, Inc. | History | Reduced | 12,519 | 7,851 | 0.88% | 1.2% | 1280 | -3,991 | -24.17% | Q4 2025 | Feb 03, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Reduced | 12,500 | 7,839 | 0.0% | 0.01% | 1281 | -26,200 | -67.7% | Q4 2025 | Jan 23, 2026 |
| Safeguard Investment Advisory Group, LLC | History | Reduced | 12,465 | 7,817 | 2.0% | 2.26% | 1282 | -2,404 | -16.17% | Q4 2025 | Feb 13, 2026 |
| WHITTIER TRUST CO | History | Added to | 12,204 | 7,764 | 0.08% | 0.07% | 1283 | +1,616 | 15.26% | Q4 2025 | Jan 26, 2026 |
| Indivisible Partners | History | New | 12,342 | 7,740 | 0.84% | — | 1284 | +12,342 | New | Q4 2025 | Feb 03, 2026 |
| D'Orazio & Associates, Inc. | History | Added to | 12,341 | 7,739 | 0.99% | 0.99% | 1285 | +76 | 0.62% | Q4 2025 | Feb 04, 2026 |
| August Group Capital Ltd | History | New | 12,310 | 7,719 | 8.57% | — | 1286 | +12,310 | New | Q4 2025 | Feb 12, 2026 |
| Clarity Capital Advisors, LLC | History | Added to | 12,299 | 7,713 | 3.86% | 3.29% | 1287 | +2,430 | 24.62% | Q4 2025 | Feb 11, 2026 |
| Marotta Asset Management | History | Reduced | 12,275 | 7,697 | 1.42% | 1.55% | 1288 | -1,155 | -8.6% | Q4 2025 | Jan 07, 2026 |
| Destination Wealth Management | History | Reduced | 12,266 | 7,692 | 0.2% | 0.21% | 1289 | -197 | -1.58% | Q4 2025 | Feb 13, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 12,262 | 7,689 | 0.23% | 0.25% | 1290 | -67 | -0.54% | Q4 2025 | Feb 13, 2026 |
| BIRINYI ASSOCIATES INC | History | Added to | 12,258 | 7,687 | 1.92% | 1.92% | 1291 | +3 | 0.02% | Q4 2025 | Feb 10, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Added to | 12,257 | 7,686 | 0.86% | 0.69% | 1292 | +2,581 | 26.67% | Q4 2025 | Jan 14, 2026 |
| Planning Project LLC | History | New | 12,251 | 7,683 | 1.93% | — | 1293 | +12,251 | New | Q4 2025 | Feb 12, 2026 |
| Forum Financial Management, LP | History | Added to | 12,251 | 7,682 | 0.1% | 0.1% | 1294 | +114 | 0.94% | Q4 2025 | Jan 27, 2026 |
| Landing Point Financial Group, LLC | History | Added to | 12,246 | 7,679 | 3.83% | 3.87% | 1295 | +126 | 1.04% | Q4 2025 | Feb 11, 2026 |
| SteelPeak Wealth, LLC | History | Reduced | 12,240 | 7,676 | 0.25% | 0.37% | 1296 | -5,788 | -32.11% | Q4 2025 | Jan 20, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Reduced | 12,235 | 7,672 | 0.01% | 0.01% | 1297 | -1,782 | -12.71% | Q4 2025 | Feb 17, 2026 |
| Phoenix Financial Ltd. | History | Added to | 12,182 | 7,639 | 0.08% | 0.09% | 1298 | +259 | 2.17% | Q4 2025 | Feb 05, 2026 |
| Crumly & Associates Inc. | History | No change | 12,181 | 7,639 | 1.6% | 1.63% | 1299 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Finward Bancorp | History | Added to | 12,177 | 7,636 | 5.93% | 5.43% | 1300 | +508 | 4.35% | Q4 2025 | Jan 21, 2026 |
| FIRST AMERICAN TRUST, FSB | History | Added to | 12,176 | 7,635 | 0.52% | 0.35% | 1301 | +4,356 | 55.7% | Q4 2025 | Feb 11, 2026 |
| Allegiance Financial Group Advisory Services LLC | History | Reduced | 12,166 | 7,629 | 1.6% | 1.87% | 1302 | -1,061 | -8.02% | Q4 2025 | Feb 03, 2026 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | History | Added to | 12,145 | 7,616 | 2.54% | 2.36% | 1303 | +980 | 8.78% | Q4 2025 | Jan 22, 2026 |
| 21 West Wealth Management LLC | History | Added to | 12,095 | 7,585 | 6.93% | 6.78% | 1304 | +422 | 3.62% | Q4 2025 | Jan 13, 2026 |
| Focus Financial Network, Inc. | History | Added to | 12,048 | 7,555 | 0.26% | 0.26% | 1305 | +142 | 1.19% | Q4 2025 | Jan 12, 2026 |
| Daybright Advisory Services, Inc. | History | New | 12,033 | 7,546 | 2.01% | — | 1306 | +12,033 | New | Q4 2025 | Feb 12, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | Added to | 12,007 | 7,529 | 0.06% | 0.05% | 1307 | +3,393 | 39.39% | Q4 2025 | Feb 05, 2026 |
| Coppell Advisory Solutions LLC | History | Reduced | 11,917 | 7,528 | 0.74% | 0.77% | 1308 | -62 | -0.52% | Q4 2025 | Feb 17, 2026 |
| COERENTE CAPITAL MANAGEMENT | History | No change | 12,000 | 7,525 | 1.37% | 1.31% | 1309 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Added to | 11,977 | 7,511 | 0.51% | 0.52% | 1310 | +43 | 0.36% | Q4 2025 | Jan 08, 2026 |
| Hills Bank & Trust Co | History | Reduced | 11,951 | 7,494 | 0.44% | 0.44% | 1311 | -295 | -2.41% | Q4 2025 | Feb 05, 2026 |
| KITCHING PARTNERS, LLC | History | Reduced | 11,948 | 7,493 | 6.84% | 9.71% | 1312 | -4,830 | -28.79% | Q4 2025 | Feb 18, 2026 |
| PCM Encore, LLC | History | New | 11,936 | 7,485 | 1.59% | — | 1313 | +11,936 | New | Q4 2025 | Feb 13, 2026 |
| Elevation Capital Advisory, LLC | History | Added to | 11,896 | 7,460 | 3.05% | 1.69% | 1314 | +5,005 | 72.63% | Q4 2025 | Jan 26, 2026 |
| Clarkston Capital Partners, LLC | History | Added to | 11,874 | 7,446 | 0.17% | 0.08% | 1315 | +5,754 | 94.02% | Q4 2025 | Feb 13, 2026 |
| Luminist Capital LLC | History | Added to | 11,872 | 7,445 | 9.18% | 6.17% | 1316 | +248 | 2.13% | Q4 2025 | Feb 13, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Added to | 11,867 | 7,442 | 0.26% | 0.23% | 1317 | +955 | 8.75% | Q4 2025 | Feb 13, 2026 |
| TRUE Private Wealth Advisors | History | Reduced | 11,863 | 7,439 | 0.75% | 0.75% | 1318 | -141 | -1.17% | Q4 2025 | Feb 13, 2026 |
| CORA CAPITAL ADVISORS LLC | History | Added to | 11,834 | 7,421 | 2.89% | 2.89% | 1319 | +728 | 6.56% | Q4 2025 | Jan 28, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Reduced | 11,827 | 7,416 | 6.63% | 6.84% | 1320 | -281 | -2.32% | Q4 2025 | Jan 29, 2026 |
| Amundi | History | Reduced | 11,818 | 7,411 | 0.0% | 0.0% | 1321 | -3,628 | -23.49% | Q4 2025 | Feb 17, 2026 |
| COURIER CAPITAL LLC | History | Added to | 11,803 | 7,401 | 0.42% | 0.37% | 1322 | +1,198 | 11.3% | Q4 2025 | Jan 29, 2026 |
| YHB Investment Advisors, Inc. | History | Reduced | 11,790 | 7,393 | 0.51% | 0.55% | 1323 | -523 | -4.25% | Q4 2025 | Jan 16, 2026 |
| Milestone Asset Management Group, LLC | History | Added to | 11,786 | 7,391 | 4.17% | 4.05% | 1324 | +1,279 | 12.17% | Q4 2025 | Feb 03, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 11,783 | 7,389 | 0.6% | 0.58% | 1325 | +845 | 7.73% | Q4 2025 | Feb 12, 2026 |
| BSW Wealth Partners | History | Reduced | 11,776 | 7,384 | 0.89% | 0.9% | 1326 | -26 | -0.22% | Q4 2025 | Jan 23, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Reduced | 11,764 | 7,377 | 0.21% | 0.21% | 1327 | -357 | -2.95% | Q4 2025 | Jan 12, 2026 |
| Benchmark Financial Wealth Advisors, LLC | History | Added to | 11,738 | 7,361 | 2.11% | 2.14% | 1328 | +99 | 0.85% | Q4 2025 | Jan 27, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Reduced | 11,715 | 7,346 | 0.43% | 0.44% | 1329 | -157 | -1.32% | Q4 2025 | Jan 15, 2026 |
| LYELL WEALTH MANAGEMENT, LP | History | Added to | 11,706 | 7,340 | 0.53% | 0.49% | 1330 | +876 | 8.09% | Q4 2025 | Feb 12, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | Reduced | 11,641 | 7,300 | 0.02% | 0.02% | 1331 | -3,098 | -21.02% | Q4 2025 | Feb 10, 2026 |
| Smith Partners Wealth Management, LLC | History | New | 11,635 | 7,296 | 6.71% | — | 1332 | +11,635 | New | Q4 2025 | Feb 13, 2026 |
| SYKON CAPITAL LLC | History | Added to | 11,628 | 7,292 | 2.34% | 1.23% | 1333 | +5,602 | 92.96% | Q4 2025 | Feb 12, 2026 |
| Tempo Wealth, LLC | History | New | 11,595 | 7,271 | 1.3% | — | 1334 | +11,595 | New | Q4 2025 | Feb 25, 2026 |
| One Capital Management, LLC | History | Reduced | 11,588 | 7,267 | 0.22% | 0.25% | 1335 | -1,047 | -8.29% | Q4 2025 | Feb 10, 2026 |
| Peregrine Asset Advisers, Inc. | History | Added to | 11,585 | 7,265 | 2.05% | 2.06% | 1336 | +345 | 3.07% | Q4 2025 | Feb 02, 2026 |
| Crewe Advisors LLC | History | Reduced | 11,582 | 7,263 | 0.64% | 0.71% | 1337 | -642 | -5.25% | Q4 2025 | Jan 16, 2026 |
| Cambria Investment Management, L.P. | History | Added to | 11,580 | 7,262 | 0.42% | 0.16% | 1338 | +7,330 | 172.47% | Q4 2025 | Feb 17, 2026 |
| Silver Grove Financial Group, Inc. | History | Added to | 11,530 | 7,230 | 6.26% | 4.76% | 1339 | +3,328 | 40.58% | Q4 2025 | Feb 17, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Reduced | 11,513 | 7,220 | 0.17% | 0.18% | 1340 | -373 | -3.14% | Q4 2025 | Feb 03, 2026 |
| SG Americas Securities, LLC | History | Reduced | 11,497 | 7,210 | 0.01% | 0.03% | 1341 | -2,716 | -19.11% | Q4 2025 | Jan 09, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Reduced | 11,493 | 7,207 | 1.55% | 1.59% | 1342 | -457 | -3.82% | Q4 2025 | Jan 16, 2026 |
| BCS Private Wealth Management, Inc. | History | Added to | 11,491 | 7,206 | 2.46% | 1.99% | 1343 | +2,430 | 26.82% | Q4 2025 | Jan 26, 2026 |
| Clark Capital Management Group, Inc. | History | Added to | 11,481 | 7,199 | 0.04% | 0.04% | 1344 | +467 | 4.24% | Q4 2025 | Feb 17, 2026 |
| CRA Financial Services, LLC | History | Reduced | 11,371 | 7,131 | 0.93% | 1.45% | 1345 | -5,961 | -34.39% | Q4 2025 | Jan 16, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | Added to | 11,372 | 7,131 | 0.46% | 0.46% | 1346 | +344 | 3.12% | Q4 2025 | Jan 20, 2026 |
| Essex Financial Services, Inc. | History | Added to | 11,362 | 7,125 | 0.41% | 0.37% | 1347 | +1,271 | 12.6% | Q4 2025 | Feb 10, 2026 |
| Prospect Financial Services LLC | History | Added to | 11,329 | 7,104 | 4.08% | 3.86% | 1348 | +364 | 3.32% | Q4 2025 | Feb 06, 2026 |
| Trust Point Inc. | History | Reduced | 11,323 | 7,100 | 0.56% | 0.56% | 1349 | -25 | -0.22% | Q4 2025 | Jan 13, 2026 |
| Coastline Trust Co | History | Reduced | 11,317 | 7,097 | 0.67% | 0.77% | 1350 | -420 | -3.58% | Q4 2025 | Jan 05, 2026 |
| ARS Wealth Advisors Group, LLC | History | Added to | 11,315 | 7,096 | 0.64% | 0.67% | 1351 | +232 | 2.09% | Q4 2025 | Jan 12, 2026 |
| CALTON & ASSOCIATES, INC. | History | Added to | 11,290 | 7,080 | 1.04% | 0.98% | 1352 | +633 | 5.94% | Q4 2025 | Feb 10, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Added to | 11,281 | 7,074 | 1.04% | 1.04% | 1353 | +120 | 1.08% | Q4 2025 | Feb 09, 2026 |
| Long Run Wealth Advisors, LLC | History | Added to | 11,272 | 7,068 | 1.33% | 1.34% | 1354 | +119 | 1.07% | Q4 2025 | Feb 02, 2026 |
| ORSER CAPITAL MANAGEMENT, LLC | History | Added to | 11,241 | 7,049 | 3.98% | 3.43% | 1355 | +576 | 5.4% | Q4 2025 | Jan 12, 2026 |
| WealthCare Investment Partners, LLC | History | Added to | 11,156 | 7,009 | 2.04% | 2.14% | 1356 | +417 | 3.88% | Q4 2025 | Jan 06, 2026 |
| PFC CAPITAL GROUP, INC. | History | Added to | 11,159 | 6,998 | 2.88% | 2.59% | 1357 | +1,105 | 10.99% | Q4 2025 | Feb 11, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 11,116 | 6,971 | 0.01% | 0.0% | 1358 | +4,079 | 57.97% | Q4 2025 | Feb 13, 2026 |
| Helium Advisors LLC | History | Reduced | 11,092 | 6,955 | 7.04% | 10.03% | 1359 | -8,521 | -43.45% | Q4 2025 | Feb 12, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 11,081 | 6,948 | 0.39% | 0.4% | 1360 | +48 | 0.44% | Q4 2025 | Jan 14, 2026 |
| McNaughton Wealth Management, LLC | History | Added to | 11,071 | 6,942 | 2.86% | 2.76% | 1361 | +381 | 3.56% | Q4 2025 | Jan 12, 2026 |
| Klingman & Associates, LLC | History | Reduced | 11,055 | 6,932 | 0.33% | 0.34% | 1362 | -57 | -0.51% | Q4 2025 | Jan 29, 2026 |
| Brooklyn Investment Group | History | Added to | 10,954 | 6,928 | 0.32% | 0.41% | 1363 | +5,662 | 106.99% | Q4 2025 | Feb 12, 2026 |
| Rockbridge Investment Management, LCC | History | Reduced | 11,031 | 6,918 | 0.64% | 0.67% | 1364 | -39 | -0.35% | Q4 2025 | Feb 04, 2026 |
| Evelyn Partners Asset Management Ltd | History | Added to | 10,982 | 6,887 | 1.62% | 1.51% | 1365 | +29 | 0.26% | Q4 2025 | Feb 13, 2026 |
| Dougherty & Associates, LLC | History | New | 10,960 | 6,873 | 6.14% | — | 1366 | +10,960 | New | Q4 2025 | Feb 05, 2026 |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | History | Reduced | 10,958 | 6,872 | 1.07% | 1.09% | 1367 | -265 | -2.36% | Q4 2025 | Jan 23, 2026 |
| Reliant Investment Partners, LLC | History | Added to | 10,935 | 6,857 | 5.38% | 5.16% | 1368 | +234 | 2.19% | Q4 2025 | Feb 06, 2026 |
| Marino Management, LLC | History | New | 10,836 | 6,845 | 1.36% | — | 1369 | +10,836 | New | Q4 2025 | Feb 13, 2026 |
| WATERS PARKERSON & CO., LLC | History | Added to | 10,909 | 6,841 | 0.34% | 0.32% | 1370 | +69 | 0.64% | Q4 2025 | Feb 12, 2026 |
| Ducere Wealth Management LLC | History | New | 10,884 | 6,825 | 2.69% | — | 1371 | +10,884 | New | Q4 2025 | Feb 17, 2026 |
| Moors & Cabot, Inc. | History | Added to | 10,855 | 6,807 | 0.29% | 0.28% | 1372 | +288 | 2.73% | Q4 2025 | Feb 10, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 10,853 | 6,806 | 0.1% | 0.11% | 1373 | -752 | -6.48% | Q4 2025 | Jan 20, 2026 |
| PARK NATIONAL CORP /OH/ | History | Added to | 10,843 | 6,799 | 0.21% | 0.2% | 1374 | +199 | 1.87% | Q4 2025 | Jan 05, 2026 |
| Insight Advisors, LLC/ PA | History | Added to | 10,832 | 6,793 | 1.03% | 1.01% | 1375 | +92 | 0.86% | Q4 2025 | Feb 11, 2026 |
| Generation Capital Management LLC | History | Added to | 10,814 | 6,781 | 4.4% | 4.38% | 1376 | +947 | 9.6% | Q4 2025 | Feb 13, 2026 |
| BCGM Wealth Management, LLC | History | Added to | 10,791 | 6,767 | 1.73% | 1.72% | 1377 | +23 | 0.21% | Q4 2025 | Jan 07, 2026 |
| Luken Investment Analytics, LLC | History | Reduced | 10,767 | 6,752 | 2.66% | 2.59% | 1378 | -40 | -0.37% | Q4 2025 | Feb 03, 2026 |
| ERn Financial, LLC | History | Added to | 10,765 | 6,751 | 1.27% | 1.3% | 1379 | +3 | 0.03% | Q4 2025 | Jan 15, 2026 |
| Detalus Advisors, LLC | History | Added to | 10,754 | 6,743 | 1.64% | 1.69% | 1380 | +93 | 0.87% | Q4 2025 | Feb 03, 2026 |
| Hoxton Planning & Management, LLC | History | Reduced | 10,738 | 6,734 | 2.01% | 2.13% | 1381 | -56 | -0.52% | Q4 2025 | Feb 11, 2026 |
| Hutchens & Kramer Investment Management Group, LLC | History | Added to | 10,711 | 6,717 | 2.32% | 2.51% | 1382 | +299 | 2.87% | Q4 2025 | Jan 08, 2026 |
| SIGMA INVESTMENT COUNSELORS INC | History | Reduced | 10,704 | 6,713 | 0.34% | 0.34% | 1383 | -82 | -0.76% | Q4 2025 | Feb 03, 2026 |
| VISTA CAPITAL PARTNERS, INC. | History | Added to | 10,636 | 6,670 | 0.66% | 0.61% | 1384 | +816 | 8.31% | Q4 2025 | Feb 02, 2026 |
| Platform Technology Partners | History | Added to | 10,626 | 6,664 | 1.42% | 1.41% | 1385 | +1,004 | 10.43% | Q4 2025 | Feb 13, 2026 |
| Douglass Winthrop Advisors, LLC | History | Added to | 10,588 | 6,639 | 0.12% | 0.08% | 1386 | +3,167 | 42.68% | Q4 2025 | Feb 12, 2026 |
| Black Diamond Financial, LLC | History | Added to | 10,584 | 6,637 | 0.7% | 0.59% | 1387 | +1,934 | 22.36% | Q4 2025 | Feb 03, 2026 |
| Partners in Financial Planning | History | Reduced | 10,575 | 6,631 | 1.12% | 1.12% | 1388 | -35 | -0.33% | Q4 2025 | Feb 02, 2026 |
| TRUST CO OF OKLAHOMA | History | Added to | 10,569 | 6,628 | 1.93% | 1.9% | 1389 | +82 | 0.78% | Q4 2025 | Jan 14, 2026 |
| VESTIA PERSONAL WEALTH ADVISORS | History | Added to | 10,514 | 6,625 | 3.37% | 3.2% | 1390 | +1,501 | 16.65% | Q4 2025 | Jan 27, 2026 |
| Centurion Wealth Management LLC | History | Added to | 10,561 | 6,623 | 1.45% | 1.36% | 1391 | +834 | 8.57% | Q4 2025 | Jan 14, 2026 |
| Ignite Planners, LLC | History | Added to | 10,405 | 6,619 | 1.01% | 0.96% | 1392 | +801 | 8.34% | Q4 2025 | Feb 06, 2026 |
| FIRST HAWAIIAN BANK | History | New | 10,546 | 6,613 | 0.88% | — | 1393 | +10,546 | New | Q4 2025 | Jan 05, 2026 |
| May Hill Capital, LLC | History | Added to | 10,542 | 6,610 | 0.86% | 1.23% | 1394 | +3,683 | 53.7% | Q4 2025 | Feb 05, 2026 |
| Armbruster Capital Management, Inc. | History | Added to | 10,523 | 6,599 | 1.11% | 0.95% | 1395 | +1,378 | 15.07% | Q4 2025 | Jan 23, 2026 |
| Global Assets Advisory, LLC | History | Added to | 10,523 | 6,599 | 1.89% | 1.9% | 1396 | +78 | 0.75% | Q4 2025 | Feb 09, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | Added to | 10,496 | 6,582 | 1.91% | 1.91% | 1397 | +1,028 | 10.86% | Q4 2025 | Feb 11, 2026 |
| MATTERN CAPITAL MANAGEMENT, LLC | History | No change | 10,470 | 6,566 | 0.78% | 0.75% | 1398 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Fire Capital Management LLC | History | Added to | 10,427 | 6,538 | 3.26% | 2.0% | 1399 | +4,749 | 83.64% | Q4 2025 | Feb 03, 2026 |
| Sovereign Financial Group, Inc. | History | Reduced | 10,418 | 6,533 | 1.13% | 1.2% | 1400 | -29 | -0.28% | Q4 2025 | Jan 07, 2026 |
| Capital Wealth Alliance, LLC | History | Added to | 10,193 | 6,505 | 2.78% | 2.84% | 1401 | +874 | 9.38% | Q4 2025 | Feb 17, 2026 |
| Ehrenkranz Partners L.P. | History | Added to | 10,358 | 6,495 | 7.36% | 5.56% | 1402 | +23 | 0.22% | Q4 2025 | Feb 17, 2026 |
| Axis Wealth Partners, LLC | History | Reduced | 10,353 | 6,492 | 3.59% | 3.72% | 1403 | -27 | -0.26% | Q4 2025 | Jan 30, 2026 |
| Wick Capital Partners, LLC | History | Added to | 10,298 | 6,458 | 1.16% | 1.36% | 1404 | +993 | 10.67% | Q4 2025 | Mar 02, 2026 |
| Lloyd Advisory Services, LLC. | History | Reduced | 10,273 | 6,442 | 2.5% | 3.24% | 1405 | -958 | -8.53% | Q4 2025 | Feb 06, 2026 |
| TFO Wealth Partners, LLC | History | No change | 10,227 | 6,413 | 0.96% | 1.02% | 1406 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| NORTHSTAR ASSET MANAGEMENT INC | History | No change | 10,220 | 6,409 | 1.66% | 1.63% | 1407 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 10,211 | 6,403 | 0.46% | 0.37% | 1408 | +1,934 | 23.37% | Q4 2025 | Feb 11, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | History | Added to | 10,208 | 6,401 | 1.0% | 1.11% | 1409 | +375 | 3.81% | Q4 2025 | Feb 03, 2026 |
| PDS Planning, Inc | History | Added to | 10,208 | 6,401 | 0.43% | 0.42% | 1410 | +368 | 3.74% | Q4 2025 | Jan 26, 2026 |
| WEST MICHIGAN ADVISORS, LLC | History | Added to | 10,203 | 6,398 | 1.47% | 1.48% | 1411 | +156 | 1.55% | Q4 2025 | Jan 28, 2026 |
| DGS Capital Management, LLC | History | Added to | 10,134 | 6,355 | 1.09% | 0.97% | 1412 | +1,413 | 16.2% | Q4 2025 | Feb 24, 2026 |
| Agate Pass Investment Management, LLC | History | Added to | 10,124 | 6,348 | 2.36% | 1.92% | 1413 | +1,864 | 22.57% | Q4 2025 | Jan 08, 2026 |
| YARGER WEALTH STRATEGIES, LLC | History | Added to | 10,097 | 6,332 | 2.72% | 2.49% | 1414 | +1,238 | 13.97% | Q4 2025 | Jan 22, 2026 |
| Everest Management Corp. | History | Reduced | 10,088 | 6,326 | 3.53% | 4.14% | 1415 | -527 | -4.96% | Q4 2025 | Feb 02, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Reduced | 10,073 | 6,317 | 0.43% | 0.48% | 1416 | -459 | -4.36% | Q4 2025 | Feb 02, 2026 |
| Single Point Partners, LLC | History | Reduced | 10,064 | 6,311 | 1.25% | 1.26% | 1417 | -54 | -0.53% | Q4 2025 | Jan 26, 2026 |
| BEACON ADVISORS HOLDINGS, LLC | History | New | 10,007 | 6,275 | 3.3% | — | 1418 | +10,007 | New | Q4 2025 | Feb 27, 2026 |
| Welch Group, LLC | History | Added to | 9,972 | 6,253 | 0.24% | 0.21% | 1419 | +1,251 | 14.34% | Q4 2025 | Jan 26, 2026 |
| Apollon Financial, LLC | History | Added to | 9,971 | 6,253 | 0.91% | 0.98% | 1420 | +343 | 3.56% | Q4 2025 | Jan 22, 2026 |
| VISTA INVESTMENT PARTNERS II, LLC | History | Added to | 9,968 | 6,251 | 2.69% | 2.73% | 1421 | +411 | 4.3% | Q4 2025 | Jan 22, 2026 |
| GRANITE ISLANDS PRIVATE WEALTH, LLC | History | New | 9,919 | 6,220 | 5.73% | — | 1422 | +9,919 | New | Q4 2025 | Feb 12, 2026 |
| Anchor Investment Management, LLC | History | Added to | 9,914 | 6,217 | 0.51% | 0.5% | 1423 | +88 | 0.9% | Q4 2025 | Feb 26, 2026 |
| Asset Dedication, LLC | History | Added to | 9,912 | 6,216 | 0.41% | 0.4% | 1424 | +229 | 2.36% | Q4 2025 | Jan 26, 2026 |
| Mayflower Financial Advisors, LLC | History | Reduced | 9,903 | 6,210 | 0.75% | 0.78% | 1425 | -217 | -2.14% | Q4 2025 | Jan 13, 2026 |
| SEAMOUNT FINANCIAL GROUP INC | History | Added to | 9,900 | 6,208 | 2.82% | 2.53% | 1426 | +1,133 | 12.92% | Q4 2025 | Jan 26, 2026 |
| CHILDRESS CAPITAL ADVISORS, LLC | History | Added to | 9,840 | 6,170 | 0.99% | 1.04% | 1427 | +545 | 5.86% | Q4 2025 | Jan 26, 2026 |
| United Advisor Group, LLC | History | Reduced | 9,816 | 6,155 | 0.77% | 0.97% | 1428 | -1,963 | -16.67% | Q4 2025 | Jan 26, 2026 |
| Gouws Capital LLC | History | Added to | 9,813 | 6,154 | 3.25% | 3.28% | 1429 | +75 | 0.77% | Q4 2025 | Feb 02, 2026 |
| Revere Asset Management, Inc | History | Reduced | 9,797 | 6,143 | 2.16% | 2.27% | 1430 | -40 | -0.41% | Q4 2025 | Feb 09, 2026 |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | History | Added to | 9,781 | 6,134 | 1.64% | 1.65% | 1431 | +87 | 0.9% | Q4 2025 | Feb 11, 2026 |
| CIDEL ASSET MANAGEMENT INC | History | Reduced | 9,759 | 6,120 | 0.43% | 0.34% | 1432 | -13 | -0.13% | Q4 2025 | Jan 21, 2026 |
| FULCRUM WEALTH ADVISORS, LLC | History | New | 9,744 | 6,110 | 5.03% | — | 1433 | +9,744 | New | Q4 2025 | Feb 02, 2026 |
| Werba Rubin Papier Wealth Management | History | Added to | 9,739 | 6,107 | 1.65% | 0.88% | 1434 | +855 | 9.62% | Q4 2025 | Jan 27, 2026 |
| Jordan Park Group LLC | History | Reduced | 9,702 | 6,084 | 0.35% | 0.41% | 1435 | -1,955 | -16.77% | Q4 2025 | Feb 10, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 9,692 | 6,078 | 0.35% | 0.34% | 1436 | +4,168 | 75.45% | Q4 2025 | Jan 29, 2026 |
| SAXON INTERESTS, INC. | History | Reduced | 9,691 | 6,077 | 2.13% | 2.33% | 1437 | -342 | -3.41% | Q4 2025 | Feb 13, 2026 |
| Phillips Wealth Planners LLC | History | Added to | 9,636 | 6,073 | 4.87% | 4.59% | 1438 | +674 | 7.52% | Q4 2025 | Feb 10, 2026 |
| Community Bank of Raymore | History | No change | 9,661 | 6,058 | 4.12% | 4.09% | 1439 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| FORTRESS PRIVATE LEDGER, LLC | History | Added to | 9,625 | 6,036 | 1.99% | 1.63% | 1440 | +2,325 | 31.85% | Q4 2025 | Feb 12, 2026 |
| Ariston Services Group | History | Reduced | 9,618 | 6,031 | 3.54% | 3.57% | 1441 | -67 | -0.69% | Q4 2025 | Jan 23, 2026 |
| Palisade Asset Management, LLC | History | Reduced | 9,584 | 6,010 | 0.59% | 0.55% | 1442 | -74 | -0.77% | Q4 2025 | Feb 13, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 9,571 | 6,002 | 0.12% | 0.12% | 1443 | +296 | 3.19% | Q4 2025 | Feb 06, 2026 |
| FAMILY WEALTH PARTNERS, LLC | History | Reduced | 9,492 | 5,952 | 2.15% | 2.21% | 1444 | -155 | -1.61% | Q4 2025 | Jan 14, 2026 |
| Biltmore Family Office, LLC | History | Added to | 9,482 | 5,946 | 0.82% | 0.68% | 1445 | +1,694 | 21.75% | Q4 2025 | Feb 04, 2026 |
| Affinity Capital Advisors, LLC | History | Added to | 9,481 | 5,945 | 0.82% | 0.88% | 1446 | +143 | 1.53% | Q4 2025 | Jan 09, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Added to | 9,461 | 5,933 | 1.27% | 0.16% | 1447 | +8,688 | 1123.93% | Q4 2025 | Feb 12, 2026 |
| Blue Edge Capital, LLC | History | Added to | 9,448 | 5,924 | 0.79% | 0.82% | 1448 | +48 | 0.51% | Q4 2025 | Feb 12, 2026 |
| Christensen, King & Associates Investment Services, Inc. | History | Added to | 9,427 | 5,911 | 2.52% | 2.45% | 1449 | +97 | 1.04% | Q4 2025 | Jan 22, 2026 |
| PGIM Custom Harvest LLC | History | Reduced | 9,394 | 5,891 | 0.09% | 0.09% | 1450 | -385 | -3.94% | Q4 2025 | Feb 17, 2026 |
| Frisch Financial Group, Inc. | History | Added to | 9,372 | 5,877 | 1.32% | 1.34% | 1451 | +27 | 0.29% | Q4 2025 | Feb 06, 2026 |
| Worth Asset Management, LLC | History | Added to | 9,371 | 5,876 | 2.49% | 2.51% | 1452 | +270 | 2.97% | Q4 2025 | Jan 14, 2026 |
| Koenig Investment Advisory, LLC | History | New | 9,245 | 5,861 | 4.75% | — | 1453 | +9,245 | New | Q4 2025 | Mar 03, 2026 |
| Wright Wealth LLC | History | New | 9,340 | 5,857 | 3.82% | — | 1454 | +9,340 | New | Q4 2025 | Feb 13, 2026 |
| FLAGSTAR ADVISORS INC | History | Reduced | 9,338 | 5,855 | 1.96% | 1.91% | 1455 | -825 | -8.12% | Q4 2025 | Jan 13, 2026 |
| BFSG, LLC | History | Reduced | 9,317 | 5,843 | 0.57% | 0.55% | 1456 | -37 | -0.4% | Q4 2025 | Jan 22, 2026 |
| FAS Wealth Partners, Inc. | History | Added to | 9,317 | 5,842 | 0.38% | 0.38% | 1457 | +239 | 2.63% | Q4 2025 | Feb 18, 2026 |
| S.A. Mason LLC | History | Added to | 9,283 | 5,821 | 2.3% | 1.91% | 1458 | +2,200 | 31.06% | Q4 2025 | Jan 29, 2026 |
| QTR Family Wealth, LLC | History | Added to | 9,106 | 5,795 | 2.55% | 2.41% | 1459 | +803 | 9.67% | Q4 2025 | Feb 13, 2026 |
| D.B. Root & Company, LLC | History | Reduced | 9,218 | 5,781 | 1.41% | 1.45% | 1460 | -86 | -0.92% | Q4 2025 | Feb 03, 2026 |
| Solstein Capital, LLC | History | Added to | 9,195 | 5,766 | 2.31% | 0.09% | 1461 | +8,528 | 1278.56% | Q4 2025 | Feb 13, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 9,193 | 5,765 | 0.46% | 0.39% | 1462 | +2,163 | 30.77% | Q4 2025 | Jan 13, 2026 |
| Parker Investment Management, LLC | History | Reduced | 9,167 | 5,749 | 0.81% | 0.77% | 1463 | -1,338 | -12.74% | Q4 2025 | Feb 13, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | Reduced | 9,160 | 5,744 | 1.89% | 1.88% | 1464 | -16 | -0.17% | Q4 2025 | Jan 27, 2026 |
| Reliant Wealth Planning | History | Reduced | 9,145 | 5,735 | 1.79% | 1.86% | 1465 | -225 | -2.4% | Q4 2025 | Feb 12, 2026 |
| ICW Investment Advisors LLC | History | Reduced | 9,141 | 5,732 | 2.08% | 2.06% | 1466 | -205 | -2.19% | Q4 2025 | Feb 09, 2026 |
| CAPITAL WEALTH MANAGEMENT, LLC | History | Reduced | 9,126 | 5,723 | 1.85% | 1.97% | 1467 | -117 | -1.27% | Q4 2025 | Feb 02, 2026 |
| ZWJ INVESTMENT COUNSEL INC | History | Reduced | 9,103 | 5,708 | 0.21% | 0.21% | 1468 | -399 | -4.2% | Q4 2025 | Jan 23, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 9,088 | 5,699 | 0.0% | — | 1469 | +9,088 | New | Q4 2025 | Feb 13, 2026 |
| LongView Wealth Management | History | Added to | 8,913 | 5,698 | 1.38% | 1.41% | 1470 | +387 | 4.54% | Q4 2025 | Jan 13, 2026 |
| XML Financial, LLC | History | Added to | 9,069 | 5,687 | 0.46% | 0.38% | 1471 | +1,388 | 18.07% | Q4 2025 | Feb 11, 2026 |
| Fullerton Fund Management Co Ltd. | History | New | 9,053 | 5,677 | 0.25% | — | 1472 | +9,053 | New | Q4 2025 | Feb 17, 2026 |
| Elser Financial Planning, Inc | History | Added to | 9,052 | 5,676 | 4.1% | 6.65% | 1473 | +75 | 0.84% | Q4 2025 | Jan 15, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | Added to | 9,012 | 5,651 | 0.35% | 0.26% | 1474 | +2,710 | 43.0% | Q4 2025 | Jan 21, 2026 |
| Parcion Private Wealth LLC | History | Added to | 18,684 | 5,650 | 0.34% | 0.09% | 1475 | +16,418 | 724.54% | Q4 2025 | Jan 26, 2026 |
| Prepared Retirement Institute LLC | History | Reduced | 9,010 | 5,650 | 2.84% | 3.08% | 1476 | -641 | -6.64% | Q4 2025 | Jan 29, 2026 |
| Bath Savings Trust Co | History | Reduced | 8,997 | 5,642 | 0.56% | 0.55% | 1477 | -54 | -0.6% | Q4 2025 | Jan 12, 2026 |
| MENORA MIVTACHIM HOLDINGS LTD. | History | Reduced | 8,987 | 5,636 | 0.03% | 0.03% | 1478 | -1,900 | -17.45% | Q4 2025 | Feb 12, 2026 |
| Kestra Investment Management, LLC | History | Added to | 8,939 | 5,605 | 0.14% | 0.14% | 1479 | +155 | 1.76% | Q4 2025 | Feb 09, 2026 |
| DAVIS R M INC | History | Added to | 8,935 | 5,603 | 0.1% | 0.09% | 1480 | +852 | 10.54% | Q4 2025 | Feb 12, 2026 |
| Kinloch Capital, LLC | History | Reduced | 8,901 | 5,582 | 2.41% | 2.4% | 1481 | -51 | -0.57% | Q4 2025 | Feb 20, 2026 |
| Vectors Research Management, LLC | History | Added to | 8,893 | 5,576 | 1.7% | 1.46% | 1482 | +1,332 | 17.62% | Q4 2025 | Feb 03, 2026 |
| Baldwin Investment Management, LLC | History | Added to | 8,884 | 5,571 | 0.63% | 0.62% | 1483 | +73 | 0.83% | Q4 2025 | Feb 13, 2026 |
| Essex Bank | History | Reduced | 8,875 | 5,565 | 1.21% | 1.35% | 1484 | -903 | -9.24% | Q4 2025 | Feb 02, 2026 |
| Moss Adams Wealth Advisors LLC | History | Added to | 8,859 | 5,555 | 0.4% | 0.42% | 1485 | +174 | 2.0% | Q4 2025 | Jan 26, 2026 |
| Tyche Wealth Partners LLC | History | Added to | 8,831 | 5,538 | 0.88% | 0.87% | 1486 | +763 | 9.46% | Q4 2025 | Jan 23, 2026 |
| Curi Capital, LLC | History | Added to | 8,818 | 5,529 | 0.1% | 0.08% | 1487 | +1,684 | 23.61% | Q4 2025 | Feb 17, 2026 |
| RF&L WEALTH MANAGEMENT, LLC | History | Added to | 8,818 | 5,529 | 3.1% | 3.08% | 1488 | +257 | 3.0% | Q4 2025 | Jan 09, 2026 |
| Everhart Financial Group, Inc. | History | Added to | 8,813 | 5,526 | 0.51% | 0.48% | 1489 | +912 | 11.54% | Q4 2025 | Jan 07, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | Added to | 8,811 | 5,525 | 3.65% | 3.66% | 1490 | +99 | 1.14% | Q4 2025 | Feb 11, 2026 |
| Quartz Partners, LLC | History | Reduced | 8,783 | 5,508 | 2.05% | 1.97% | 1491 | -80 | -0.9% | Q4 2025 | Feb 13, 2026 |
| Rothschild Wealth LLC | History | Added to | 8,781 | 5,506 | 0.53% | 1.04% | 1492 | +975 | 12.49% | Q4 2025 | Feb 17, 2026 |
| WHALEROCK POINT PARTNERS, LLC | History | Added to | 8,750 | 5,487 | 1.04% | 1.06% | 1493 | +251 | 2.95% | Q4 2025 | Feb 13, 2026 |
| Legacy Financial Strategies, LLC | History | Reduced | 8,706 | 5,460 | 0.97% | 0.97% | 1495 | -89 | -1.01% | Q4 2025 | Jan 23, 2026 |
| ARTHUR M. COHEN & ASSOCIATES, LLC | History | Added to | 8,707 | 5,460 | 0.89% | 0.9% | 1494 | +5 | 0.06% | Q4 2025 | Feb 17, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | Reduced | 8,695 | 5,454 | 1.31% | 1.74% | 1496 | -2,030 | -18.93% | Q4 2025 | Feb 27, 2026 |
| Wellington Shields Capital Management, LLC | History | Added to | 8,694 | 5,452 | 0.8% | 0.76% | 1497 | +561 | 6.9% | Q4 2025 | Feb 09, 2026 |
| Schear Investment Advisers, LLC | History | Reduced | 8,692 | 5,451 | 2.35% | 2.77% | 1498 | -1,451 | -14.31% | Q4 2025 | Jan 28, 2026 |
| Valued Retirements, Inc. | History | Added to | 8,679 | 5,442 | 5.32% | 4.98% | 1499 | +906 | 11.66% | Q4 2025 | Feb 09, 2026 |
| Fortis Capital Advisors, LLC | History | Added to | 8,664 | 5,433 | 0.8% | 0.82% | 1500 | +248 | 2.95% | Q4 2025 | Jan 27, 2026 |
| Fortune Financial Group, Inc. | History | New | 8,605 | 5,420 | 5.33% | — | 1501 | +8,605 | New | Q4 2025 | Feb 11, 2026 |
| NerdWallet Wealth Partners, LLC | History | Added to | 8,676 | 5,418 | 2.43% | 2.59% | 1502 | +30 | 0.35% | Q4 2025 | Jan 13, 2026 |
| My Personal CFO, LLC | History | New | 8,618 | 5,404 | 2.25% | — | 1503 | +8,618 | New | Q4 2025 | Jan 15, 2026 |
| Kastel Capital Advisors, LLC | History | New | 8,608 | 5,398 | 3.31% | — | 1504 | +8,608 | New | Q4 2025 | Feb 18, 2026 |
| SEVEN MILE ADVISORY | History | Reduced | 8,597 | 5,391 | 0.93% | 1.2% | 1505 | -3,591 | -29.46% | Q4 2025 | Feb 13, 2026 |
| Modus Advisors, LLC | History | Reduced | 8,564 | 5,370 | 1.42% | 1.5% | 1506 | -437 | -4.86% | Q4 2025 | Feb 11, 2026 |
| RKL Wealth Management LLC | History | Added to | 8,552 | 5,363 | 0.44% | 0.4% | 1507 | +943 | 12.39% | Q4 2025 | Feb 12, 2026 |
| Nicholson Wealth Management Group, LLC | History | Reduced | 8,539 | 5,355 | 3.14% | 5.7% | 1508 | -7,344 | -46.24% | Q4 2025 | Jan 26, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 8,532 | 5,350 | 2.78% | 3.75% | 1509 | -7,788 | -47.72% | Q4 2025 | Feb 18, 2026 |
| SouthState Bank Corp | History | Reduced | 8,485 | 5,321 | 0.24% | 0.29% | 1510 | -1,874 | -18.09% | Q4 2025 | Feb 11, 2026 |
| Ledgewood Wealth Advisors, LLC | History | Reduced | 8,474 | 5,314 | 3.06% | 3.16% | 1512 | -253 | -2.9% | Q4 2025 | Jan 16, 2026 |
| CFM WEALTH PARTNERS LLC | History | Added to | 8,474 | 5,314 | 0.77% | 0.75% | 1511 | +80 | 0.95% | Q4 2025 | Jan 27, 2026 |
| Next Capital Management LLC | History | Reduced | 8,438 | 5,291 | 1.69% | 2.05% | 1513 | -1,599 | -15.93% | Q4 2025 | Feb 11, 2026 |
| Maxele Advisors, LLC | History | Added to | 8,421 | 5,281 | 4.29% | 4.04% | 1515 | +773 | 10.11% | Q4 2025 | Feb 05, 2026 |
| Integrated Investment Consultants, LLC | History | Added to | 8,421 | 5,281 | 1.04% | 0.86% | 1514 | +111 | 1.34% | Q4 2025 | Mar 03, 2026 |
| Genus Capital Management Inc. | History | Reduced | 8,416 | 5,277 | 0.61% | 0.9% | 1516 | -4,235 | -33.48% | Q4 2025 | Feb 09, 2026 |
| Wiser Advisor Group LLC | History | Reduced | 8,413 | 5,276 | 6.03% | 6.41% | 1517 | -2 | -0.02% | Q4 2025 | Feb 09, 2026 |
| Vision Capital Management, Inc. | History | Reduced | 8,399 | 5,267 | 0.63% | 0.87% | 1518 | -3,132 | -27.16% | Q4 2025 | Jan 27, 2026 |
| MBL Wealth, LLC | History | Added to | 8,349 | 5,235 | 0.42% | 0.34% | 1519 | +2,035 | 32.23% | Q4 2025 | Jan 21, 2026 |
| Larry Mathis Financial Planning, LLC | History | New | 8,325 | 5,220 | 4.61% | — | 1520 | +8,325 | New | Q4 2025 | Mar 11, 2026 |
| Advisory Alpha, LLC | History | Reduced | 8,316 | 5,218 | 0.14% | 0.19% | 1521 | -2,615 | -23.92% | Q4 2025 | Feb 06, 2026 |
| Attestor Capital Ltd | History | New | 8,218 | 5,191 | 2.45% | — | 1522 | +8,218 | New | Q4 2025 | Feb 20, 2026 |
| Brindle & Bay Financial Advisors, LLC | History | New | 8,277 | 5,190 | 3.45% | — | 1523 | +8,277 | New | Q4 2025 | Jan 29, 2026 |
| Hoese & Co LLP | History | Reduced | 8,260 | 5,180 | 3.69% | 4.59% | 1524 | -1,553 | -15.83% | Q4 2025 | Jan 14, 2026 |
| Heritage Trust Co | History | Reduced | 8,246 | 5,171 | 0.53% | 0.6% | 1525 | -1,026 | -11.07% | Q4 2025 | Feb 10, 2026 |
| Aaron Wealth Advisors LLC | History | Reduced | 8,244 | 5,170 | 0.28% | 0.31% | 1526 | -210 | -2.48% | Q4 2025 | Jan 21, 2026 |
| American Investment Services, Inc. | History | Reduced | 8,243 | 5,169 | 1.2% | 1.36% | 1527 | -1,020 | -11.01% | Q4 2025 | Feb 13, 2026 |
| Sulzberger Capital Advisors, Inc. | History | Reduced | 8,242 | 5,168 | 5.22% | 5.71% | 1528 | -120 | -1.44% | Q4 2025 | Jan 07, 2026 |
| RED CRANE WEALTH MANAGEMENT, LLC | History | Added to | 8,183 | 5,131 | 4.2% | 4.22% | 1529 | +2 | 0.02% | Q4 2025 | Feb 03, 2026 |
| HCR Wealth Advisors | History | Added to | 8,158 | 5,116 | 0.51% | 0.5% | 1530 | +299 | 3.8% | Q4 2025 | Jan 27, 2026 |
| XTX Topco Ltd | History | New | 8,146 | 5,108 | 0.13% | — | 1532 | +8,146 | New | Q4 2025 | Feb 17, 2026 |
| HANOVER ADVISORS INC | History | Reduced | 8,146 | 5,108 | 1.98% | 1.95% | 1531 | -45 | -0.55% | Q4 2025 | Feb 17, 2026 |
| FOSTER DYKEMA CABOT & PARTNERS, LLC | History | Reduced | 8,120 | 5,092 | 0.31% | 0.35% | 1533 | -509 | -5.9% | Q4 2025 | Feb 12, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 8,102 | 5,081 | 0.02% | 0.03% | 1534 | -2,534 | -23.82% | Q4 2025 | Feb 12, 2026 |
| Ilmarinen Mutual Pension Insurance Co | History | New | 8,092 | 5,075 | 0.04% | — | 1535 | +8,092 | New | Q4 2025 | Feb 10, 2026 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | History | No change | 8,085 | 5,070 | 1.46% | 1.47% | 1536 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| O'Brien Wealth Partners LLC | History | Added to | 8,080 | 5,067 | 0.67% | 0.61% | 1537 | +714 | 9.69% | Q4 2025 | Jan 22, 2026 |
| Xcel Wealth Management, LLC | History | Reduced | 8,074 | 5,063 | 1.29% | 1.29% | 1538 | -23 | -0.28% | Q4 2025 | Jan 26, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | Added to | 8,062 | 5,056 | 1.06% | 1.13% | 1539 | +1,010 | 14.32% | Q4 2025 | Feb 13, 2026 |
| JTC Employer Solutions Trustee Ltd | History | No change | 8,055 | 5,051 | 0.34% | 0.42% | 1540 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Reduced | 8,056 | 5,049 | 0.65% | 0.71% | 1541 | -182 | -2.21% | Q4 2025 | Feb 04, 2026 |
| Beacon Capital Management, LLC | History | Added to | 7,974 | 5,000 | 0.78% | 0.67% | 1542 | +284 | 3.69% | Q4 2025 | Feb 13, 2026 |
| Legacy Edge Advisors, LLC | History | New | 7,960 | 4,992 | 0.55% | — | 1543 | +7,960 | New | Q4 2025 | Feb 02, 2026 |
| FSA Advisors, Inc. | History | Reduced | 7,944 | 4,981 | 3.46% | 6.71% | 1544 | -5,893 | -42.59% | Q4 2025 | Feb 02, 2026 |
| Invariant Investment Management | History | New | 7,793 | 4,974 | 3.18% | — | 1545 | +7,793 | New | Q4 2025 | Jan 26, 2026 |
| Etesian Wealth Advisors, Inc. | History | Added to | 7,931 | 4,973 | 1.56% | 1.58% | 1546 | +132 | 1.69% | Q4 2025 | Feb 11, 2026 |
| Charter Capital Management, LLC\DE | History | Added to | 7,916 | 4,964 | 2.56% | 2.51% | 1547 | +313 | 4.12% | Q4 2025 | Jan 22, 2026 |
| Jacobi Capital Management LLC | History | Reduced | 7,905 | 4,957 | 0.29% | 0.3% | 1548 | -103 | -1.29% | Q4 2025 | Feb 13, 2026 |
| Allen Mooney & Barnes Investment Advisors LLC | History | Added to | 7,881 | 4,942 | 0.74% | 0.7% | 1549 | +520 | 7.06% | Q4 2025 | Jan 21, 2026 |
| McAdam, LLC | History | Added to | 7,873 | 4,937 | 0.23% | 0.22% | 1550 | +525 | 7.14% | Q4 2025 | Feb 13, 2026 |
| Arrowroot Family Office, LLC | History | Reduced | 7,850 | 4,923 | 1.79% | 2.21% | 1551 | -1,202 | -13.28% | Q4 2025 | Feb 11, 2026 |
| Equita Financial Network, Inc. | History | Added to | 7,842 | 4,917 | 1.48% | 1.25% | 1552 | +1,811 | 30.03% | Q4 2025 | Jan 29, 2026 |
| S Harris Financial Group, LLC | History | New | 7,810 | 4,897 | 4.69% | — | 1555 | +7,810 | New | Q4 2025 | Mar 03, 2026 |
| Bill Few Associates, Inc. | History | Added to | 7,809 | 4,897 | 1.2% | 1.17% | 1554 | +387 | 5.21% | Q4 2025 | Jan 12, 2026 |
| Keebeck Wealth Management | History | Added to | 7,808 | 4,897 | 0.57% | 0.56% | 1553 | +71 | 0.92% | Q4 2025 | Feb 17, 2026 |
| Cove Private Wealth, LLC | History | Added to | 7,803 | 4,893 | 1.46% | 1.47% | 1556 | +220 | 2.9% | Q4 2025 | Jan 23, 2026 |
| Farnam Financial LLC | History | Reduced | 7,771 | 4,873 | 3.67% | 4.01% | 1557 | -661 | -7.84% | Q4 2025 | Jan 26, 2026 |
| Fee-Only Financial Planning, L.C. | History | Reduced | 7,733 | 4,849 | 2.83% | 2.79% | 1558 | -80 | -1.02% | Q4 2025 | Jan 26, 2026 |
| L.K. Benson & Company, P.C. | History | Reduced | 7,720 | 4,841 | 2.43% | 2.97% | 1559 | -1,277 | -14.19% | Q4 2025 | Feb 06, 2026 |
| Southland Equity Partners LLC | History | Added to | 7,706 | 4,832 | 0.95% | 0.92% | 1560 | +263 | 3.53% | Q4 2025 | Jan 14, 2026 |
| LVW Advisors, LLC | History | Added to | 7,686 | 4,820 | 0.49% | 0.41% | 1561 | +1,056 | 15.93% | Q4 2025 | Jan 14, 2026 |
| Sagace Wealth Management LLC | History | Reduced | 7,676 | 4,813 | 3.26% | 3.23% | 1562 | -81 | -1.04% | Q4 2025 | Feb 02, 2026 |
| PENOBSCOT WEALTH MANAGEMENT | History | Added to | 7,661 | 4,804 | 1.48% | 1.5% | 1563 | +33 | 0.43% | Q4 2025 | Feb 12, 2026 |
| CRUX WEALTH ADVISORS | History | Added to | 7,612 | 4,773 | 1.78% | 1.84% | 1564 | +12 | 0.16% | Q4 2025 | Jan 21, 2026 |
| HERITAGE INVESTORS MANAGEMENT CORP | History | Added to | 7,596 | 4,764 | 0.14% | 0.14% | 1565 | +186 | 2.51% | Q4 2025 | Feb 06, 2026 |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | History | Added to | 7,589 | 4,759 | 1.12% | 1.13% | 1566 | +101 | 1.35% | Q4 2025 | Feb 02, 2026 |
| Cogent Private Wealth, Inc. | History | New | 7,588 | 4,758 | 3.62% | — | 1567 | +7,588 | New | Q4 2025 | Feb 10, 2026 |
| Eschler Asset Management LLP | History | New | 7,552 | 4,736 | 3.19% | — | 1568 | +7,552 | New | Q4 2025 | Feb 13, 2026 |
| New Covenant Trust Company, N.A. | History | Added to | 7,517 | 4,722 | 4.26% | 3.86% | 1569 | +754 | 11.15% | Q4 2025 | Jan 13, 2026 |
| DBK Financial Counsel, LLC | History | Added to | 7,522 | 4,717 | 3.62% | 3.72% | 1570 | +296 | 4.1% | Q4 2025 | Jan 26, 2026 |
| Hudson Bay Capital Management LP | History | No change | 7,500 | 4,703 | 0.02% | 0.02% | 1571 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Security National Bank | History | Reduced | 7,481 | 4,691 | 0.67% | 0.76% | 1572 | -675 | -8.28% | Q4 2025 | Feb 05, 2026 |
| Aventura Private Wealth, LLC | History | Reduced | 7,468 | 4,683 | 1.68% | 1.71% | 1573 | -101 | -1.33% | Q4 2025 | Jan 07, 2026 |
| Truepoint, Inc. | History | Added to | 7,462 | 4,679 | 0.11% | 0.1% | 1574 | +388 | 5.48% | Q4 2025 | Feb 11, 2026 |
| Maia Wealth LLC | History | Added to | 7,466 | 4,677 | 0.8% | 0.77% | 1575 | +122 | 1.66% | Q4 2025 | Feb 17, 2026 |
| WESPAC Advisors, LLC | History | No change | 7,445 | 4,668 | 2.53% | 2.66% | 1576 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Schrum Private Wealth Management LLC | History | Added to | 7,441 | 4,666 | 3.45% | 3.21% | 1577 | +295 | 4.13% | Q4 2025 | Feb 17, 2026 |
| Greenspring Advisors, LLC | History | New | 7,428 | 4,658 | 0.29% | — | 1578 | +7,428 | New | Q4 2025 | Feb 10, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Added to | 7,297 | 4,657 | 1.36% | 0.73% | 1579 | +3,823 | 110.05% | Q4 2025 | Feb 10, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | New | 7,407 | 4,645 | 0.52% | — | 1580 | +7,407 | New | Q4 2025 | Feb 13, 2026 |
| IPG Investment Advisors LLC | History | Reduced | 7,407 | 4,645 | 0.81% | 1.32% | 1581 | -4,646 | -38.55% | Q4 2025 | Feb 09, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 7,379 | 4,627 | 0.01% | 0.01% | 1582 | +135 | 1.86% | Q4 2025 | Feb 17, 2026 |
| ORG Partners LLC | History | Added to | 7,364 | 4,620 | 0.81% | 0.82% | 1583 | +37 | 0.5% | Q4 2025 | Jan 14, 2026 |
| Well Done, LLC | History | Reduced | 7,325 | 4,593 | 0.69% | 0.77% | 1584 | -20 | -0.27% | Q4 2025 | Jan 13, 2026 |
| HOWARD WEALTH MANAGEMENT, LLC | History | Added to | 7,315 | 4,587 | 2.0% | 2.06% | 1585 | +13 | 0.18% | Q4 2025 | Jan 29, 2026 |
| Integrity Investment Advisors, LLC | History | Added to | 7,306 | 4,581 | 2.52% | 2.56% | 1586 | +994 | 15.75% | Q4 2025 | Feb 13, 2026 |
| WORLD EQUITY GROUP, INC. | History | Added to | 7,282 | 4,566 | 1.27% | 0.95% | 1587 | +437 | 6.38% | Q4 2025 | Jan 12, 2026 |
| Quadcap Wealth Management, LLC | History | Reduced | 7,260 | 4,553 | 0.52% | 0.53% | 1588 | -103 | -1.4% | Q4 2025 | Jan 29, 2026 |
| PLANNING ALTERNATIVES LTD /ADV | History | Added to | 7,257 | 4,551 | 0.57% | 0.57% | 1589 | +25 | 0.35% | Q4 2025 | Feb 06, 2026 |
| RIVERBRIDGE PARTNERS LLC | History | New | 7,255 | 4,549 | 0.09% | — | 1590 | +7,255 | New | Q4 2025 | Jan 13, 2026 |
| 49 WEALTH MANAGEMENT, LLC | History | Added to | 7,238 | 4,539 | 0.37% | 0.11% | 1591 | +5,408 | 295.52% | Q4 2025 | Feb 04, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | Added to | 7,230 | 4,534 | 0.45% | 0.28% | 1592 | +2,627 | 57.07% | Q4 2025 | Jan 20, 2026 |
| Pasadena Private Wealth, LLC | History | Added to | 7,231 | 4,534 | 0.62% | 0.59% | 1593 | +502 | 7.46% | Q4 2025 | Feb 10, 2026 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | History | Added to | 7,215 | 4,524 | 2.24% | 2.23% | 1594 | +562 | 8.45% | Q4 2025 | Jan 30, 2026 |
| Family Capital Management, Inc. | History | Added to | 7,208 | 4,520 | 2.01% | 0.37% | 1595 | +5,932 | 464.89% | Q4 2025 | Jan 27, 2026 |
| Warwick Investment Management, Inc. | History | Reduced | 7,194 | 4,511 | 0.7% | 0.8% | 1596 | -320 | -4.26% | Q4 2025 | Jan 15, 2026 |
| Prospect Financial Group LLC | History | Reduced | 7,180 | 4,502 | 4.19% | 4.31% | 1597 | -19 | -0.26% | Q4 2025 | Feb 10, 2026 |
| Madison Asset Management, LLC | History | Reduced | 7,163 | 4,492 | 0.05% | 0.05% | 1598 | -18 | -0.25% | Q4 2025 | Feb 04, 2026 |
| RIVERCHASE WEALTH MANAGEMENT, LLC | History | No change | 7,154 | 4,486 | 2.44% | 2.48% | 1599 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Sharkey, Howes & Javer | History | Reduced | 7,150 | 4,483 | 0.57% | 0.6% | 1600 | -459 | -6.03% | Q4 2025 | Jan 13, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Added to | 7,141 | 4,478 | 0.28% | 0.28% | 1601 | +133 | 1.9% | Q4 2025 | Jan 23, 2026 |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | History | Reduced | 7,111 | 4,459 | 1.57% | 1.56% | 1602 | -60 | -0.84% | Q4 2025 | Jan 21, 2026 |
| Gradient Capital Advisors, LLC | History | Reduced | 7,102 | 4,453 | 1.15% | 1.22% | 1603 | -353 | -4.74% | Q4 2025 | Feb 06, 2026 |
| Legacy Financial Group LLC | History | Added to | 7,035 | 4,438 | 0.55% | 0.55% | 1604 | +220 | 3.23% | Q4 2025 | Feb 05, 2026 |
| Bluesphere Advisors LLC | History | Reduced | 7,016 | 4,399 | 1.95% | 2.07% | 1605 | -372 | -5.04% | Q4 2025 | Jan 21, 2026 |
| 25 LLC | History | Reduced | 7,011 | 4,397 | 1.4% | 1.58% | 1606 | -579 | -7.63% | Q4 2025 | Jan 15, 2026 |
| Arcadia Wealth Management, LLC | History | Added to | 6,991 | 4,384 | 1.63% | 1.69% | 1607 | +26 | 0.37% | Q4 2025 | Feb 03, 2026 |
| 1776 Wealth LLC | History | No change | 6,975 | 4,374 | 1.65% | 1.65% | 1608 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Family Investment Center, Inc. | History | Reduced | 6,965 | 4,368 | 0.88% | 0.9% | 1609 | -111 | -1.57% | Q4 2025 | Jan 23, 2026 |
| Sage Capital Advisors,llc | History | Added to | 6,931 | 4,346 | 1.03% | 0.97% | 1610 | +263 | 3.94% | Q4 2025 | Jan 06, 2026 |
| Minot DeBlois Advisors LLC | History | Reduced | 6,923 | 4,341 | 3.9% | 4.31% | 1611 | -854 | -10.98% | Q4 2025 | Feb 13, 2026 |
| Avondale Wealth Management | History | Reduced | 6,920 | 4,339 | 2.23% | 2.27% | 1612 | -45 | -0.65% | Q4 2025 | Feb 17, 2026 |
| Clientfirst Wealth Management, LLC | History | No change | 6,920 | 4,339 | 3.48% | 3.39% | 1613 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| HANCOCK WHITNEY CORP | History | Reduced | 6,893 | 4,322 | 0.08% | 0.08% | 1614 | -387 | -5.32% | Q4 2025 | Feb 17, 2026 |
| PURSUE WEALTH PARTNERS LLC | History | Added to | 6,874 | 4,311 | 2.1% | 1.33% | 1615 | +2,920 | 73.85% | Q4 2025 | Jan 26, 2026 |
| KAVAR CAPITAL PARTNERS GROUP, LLC | History | Reduced | 6,860 | 4,302 | 0.59% | 0.56% | 1616 | -2 | -0.03% | Q4 2025 | Jan 20, 2026 |
| WealthCollab, LLC | History | Added to | 6,858 | 4,300 | 1.76% | 1.91% | 1617 | +69 | 1.02% | Q4 2025 | Jan 27, 2026 |
| Hardin Capital Partners, LLC | History | Added to | 6,847 | 4,293 | 2.03% | 2.25% | 1618 | +9 | 0.13% | Q4 2025 | Jan 09, 2026 |
| CV Advisors LLC | History | Added to | 6,827 | 4,281 | 1.09% | 1.15% | 1619 | +26 | 0.38% | Q4 2025 | Jan 20, 2026 |
| Nilsine Partners, LLC | History | Added to | 6,824 | 4,279 | 0.37% | 0.24% | 1620 | +2,418 | 54.88% | Q4 2025 | Jan 15, 2026 |
| Intrua Financial, LLC | History | Reduced | 6,800 | 4,264 | 0.45% | 0.52% | 1621 | -986 | -12.66% | Q4 2025 | Feb 05, 2026 |
| CFC Planning Co LLC | History | Added to | 6,780 | 4,251 | 3.23% | 2.07% | 1622 | +2,662 | 64.64% | Q4 2025 | Jan 30, 2026 |
| Bollard Group LLC | History | Reduced | 6,773 | 4,248 | 0.11% | 0.2% | 1623 | -7,382 | -52.15% | Q4 2025 | Feb 13, 2026 |
| VSM Wealth Advisory, LLC | History | Reduced | 6,740 | 4,226 | 1.27% | 1.3% | 1624 | -65 | -0.96% | Q4 2025 | Feb 06, 2026 |
| Oxford Wealth Group, LLC | History | New | 6,718 | 4,213 | 2.05% | — | 1625 | +6,718 | New | Q4 2025 | Feb 10, 2026 |
| Investment Advisory Group, LLC | History | Added to | 6,714 | 4,210 | 1.08% | 0.91% | 1626 | +1,232 | 22.47% | Q4 2025 | Jan 23, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | Added to | 6,717 | 4,185 | 0.94% | 0.92% | 1627 | +851 | 14.51% | Q4 2025 | Feb 04, 2026 |
| Tortoise Investment Management, LLC | History | Added to | 6,659 | 4,175 | 0.37% | 0.31% | 1628 | +906 | 15.75% | Q4 2025 | Feb 06, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 6,651 | 4,171 | 0.22% | 0.24% | 1629 | -536 | -7.46% | Q4 2025 | Feb 05, 2026 |
| Accredited Investors Inc. | History | Added to | 6,650 | 4,170 | 0.22% | 0.22% | 1630 | +273 | 4.28% | Q4 2025 | Feb 05, 2026 |
| ADAPT WEALTH ADVISORS, LLC | History | Reduced | 6,640 | 4,164 | 1.43% | 1.5% | 1631 | -1 | -0.02% | Q4 2025 | Feb 10, 2026 |
| KORNITZER CAPITAL MANAGEMENT INC /KS | History | Added to | 6,618 | 4,150 | 0.09% | 0.08% | 1632 | +270 | 4.25% | Q4 2025 | Feb 02, 2026 |
| PENNINGTON PARTNERS & CO., LLC | History | Reduced | 6,613 | 4,146 | 1.66% | 1.95% | 1633 | -90 | -1.34% | Q4 2025 | Feb 17, 2026 |
| JOHN G ULLMAN & ASSOCIATES INC | History | Reduced | 6,606 | 4,142 | 0.55% | 0.56% | 1634 | -231 | -3.38% | Q4 2025 | Feb 05, 2026 |
| SFMG, LLC | History | Added to | 6,605 | 4,141 | 0.28% | 0.28% | 1635 | +82 | 1.26% | Q4 2025 | Feb 10, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 6,599 | 4,138 | 1.49% | 1.41% | 1636 | +239 | 3.76% | Q4 2025 | Jan 22, 2026 |
| Vivaldi Capital Management LP | History | Reduced | 6,587 | 4,131 | 0.56% | 0.65% | 1637 | -937 | -12.45% | Q4 2025 | Feb 13, 2026 |
| Independent Wealth Network Inc. | History | Reduced | 6,576 | 4,124 | 1.26% | 1.3% | 1638 | -31 | -0.47% | Q4 2025 | Jan 26, 2026 |
| Revolve Wealth Partners, LLC | History | Added to | 6,572 | 4,121 | 0.48% | 0.47% | 1639 | +180 | 2.82% | Q4 2025 | Jan 20, 2026 |
| Azimuth Capital Investment Management LLC | History | Added to | 6,566 | 4,117 | 0.15% | 0.03% | 1640 | +4,974 | 312.44% | Q4 2025 | Feb 12, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 6,561 | 4,115 | 0.43% | 0.47% | 1641 | -415 | -5.95% | Q4 2025 | Feb 13, 2026 |
| BLB&B Advisors, LLC | History | Reduced | 6,551 | 4,108 | 0.17% | 0.18% | 1642 | -255 | -3.75% | Q4 2025 | Jan 26, 2026 |
| Texas Yale Capital Corp. | History | Added to | 6,546 | 4,104 | 0.12% | 0.12% | 1643 | +377 | 6.11% | Q4 2025 | Feb 10, 2026 |
| EWA, LLC | History | Added to | 6,544 | 4,103 | 1.0% | 0.83% | 1645 | +1,674 | 34.37% | Q4 2025 | Feb 03, 2026 |
| MONOGRAPH WEALTH ADVISORS, LLC | History | Reduced | 6,543 | 4,103 | 0.4% | 0.41% | 1644 | -7 | -0.11% | Q4 2025 | Feb 13, 2026 |
| Mechanics Bank Trust Department | History | Reduced | 6,521 | 4,089 | 0.54% | 0.56% | 1646 | -25 | -0.38% | Q4 2025 | Jan 14, 2026 |
| Vigilare Wealth Management | History | Added to | 6,509 | 4,082 | 1.37% | 0.68% | 1647 | +3,303 | 103.03% | Q4 2025 | Jan 07, 2026 |
| CULLINAN ASSOCIATES INC | History | Reduced | 6,500 | 4,076 | 0.28% | 0.26% | 1648 | -70 | -1.07% | Q4 2025 | Jan 30, 2026 |
| DB Fitzpatrick & Co, Inc | History | Added to | 6,473 | 4,059 | 3.61% | 3.41% | 1649 | +303 | 4.91% | Q4 2025 | Jan 15, 2026 |
| Astra Wealth Partners LLC | History | Reduced | 6,467 | 4,055 | 2.38% | 2.74% | 1650 | -263 | -3.91% | Q4 2025 | Feb 02, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | New | 6,465 | 4,054 | 0.03% | — | 1651 | +6,465 | New | Q4 2025 | Feb 17, 2026 |
| PATTON ALBERTSON MILLER GROUP, LLC | History | Reduced | 6,462 | 4,052 | 0.48% | 0.64% | 1652 | -2,164 | -25.09% | Q4 2025 | Feb 03, 2026 |
| COOPER/HAIMS ADVISORS, LLC | History | Added to | 6,462 | 4,052 | 1.84% | 1.4% | 1653 | +1,583 | 32.45% | Q4 2025 | Feb 11, 2026 |
| SYON CAPITAL LLC | History | Reduced | 6,457 | 4,049 | 0.2% | 0.21% | 1654 | -39 | -0.6% | Q4 2025 | Feb 11, 2026 |
| Opulen Financial Group LLC | History | Added to | 6,450 | 4,045 | 2.95% | 2.9% | 1655 | +209 | 3.35% | Q4 2025 | Feb 10, 2026 |
| Sterling Group Wealth Management, LLC | History | Added to | 6,447 | 4,043 | 1.96% | 1.94% | 1656 | +66 | 1.03% | Q4 2025 | Jan 27, 2026 |
| First PREMIER Bank | History | Reduced | 6,414 | 4,023 | 0.92% | 0.89% | 1657 | -11 | -0.17% | Q4 2025 | Jan 23, 2026 |
| Cassaday & Co Wealth Management LLC | History | Added to | 6,411 | 4,020 | 0.08% | 0.08% | 1658 | +480 | 8.09% | Q4 2025 | Feb 03, 2026 |
| Paragon Private Wealth Management, LLC | History | Added to | 6,401 | 4,013 | 1.23% | 1.28% | 1659 | +1 | 0.02% | Q4 2025 | Feb 11, 2026 |
| AMI INVESTMENT MANAGEMENT INC | History | Reduced | 6,393 | 4,009 | 0.9% | 0.96% | 1660 | -363 | -5.37% | Q4 2025 | Jan 14, 2026 |
| Triasima Portfolio Management inc. | History | Added to | 6,387 | 4,005 | 0.6% | 0.59% | 1661 | +44 | 0.69% | Q4 2025 | Feb 02, 2026 |
| LRI Investments, LLC | History | Added to | 6,344 | 3,978 | 0.32% | 0.31% | 1662 | +75 | 1.2% | Q4 2025 | Feb 04, 2026 |
| GATEWAY INVESTMENT ADVISERS LLC | History | Reduced | 6,340 | 3,976 | 0.04% | 0.04% | 1663 | -1,159 | -15.46% | Q4 2025 | Feb 03, 2026 |
| VIEWPOINT INVESTMENT PARTNERS CORP | History | Added to | 6,325 | 3,966 | 1.89% | 1.96% | 1664 | +7 | 0.11% | Q4 2025 | Jan 29, 2026 |
| REXFORD CAPITAL INC | History | Added to | 6,322 | 3,964 | 3.0% | 2.49% | 1665 | +1,059 | 20.12% | Q4 2025 | Feb 17, 2026 |
| Networth Advisors, LLC | History | New | 6,321 | 3,963 | 2.92% | — | 1666 | +6,321 | New | Q4 2025 | Jan 22, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 6,311 | 3,957 | 0.28% | 0.27% | 1667 | +686 | 12.2% | Q4 2025 | Jan 21, 2026 |
| Braun-Bostich & Associates Inc. | History | Reduced | 6,310 | 3,956 | 2.44% | 2.68% | 1668 | -630 | -9.08% | Q4 2025 | Jan 14, 2026 |
| K2 PRINCIPAL FUND, L.P. | History | Reduced | 6,300 | 3,950 | 0.32% | 2.73% | 1669 | -48,700 | -88.55% | Q4 2025 | Feb 13, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | Added to | 6,287 | 3,942 | 1.51% | 1.5% | 1670 | +631 | 11.16% | Q4 2025 | Jan 27, 2026 |
| DecisionMap Wealth Management, LLC | History | Added to | 6,273 | 3,934 | 2.43% | 2.46% | 1671 | +1 | 0.02% | Q4 2025 | Jan 07, 2026 |
| Fi3 FINANCIAL ADVISORS, LLC | History | Added to | 6,270 | 3,932 | 1.2% | 1.2% | 1672 | +511 | 8.87% | Q4 2025 | Feb 06, 2026 |
| DT Investment Partners, LLC | History | Reduced | 6,248 | 3,918 | 0.32% | 0.32% | 1673 | -2 | -0.03% | Q4 2025 | Feb 10, 2026 |
| Crusonia Wealth Advisors LLC | History | New | 6,218 | 3,899 | 0.86% | — | 1674 | +6,218 | New | Q4 2025 | Feb 18, 2026 |
| NYL Investors LLC | History | No change | 6,217 | 3,898 | 1.32% | 1.25% | 1675 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Ironwood Investment Counsel, LLC | History | Reduced | 6,210 | 3,894 | 0.54% | 0.6% | 1676 | -468 | -7.01% | Q4 2025 | Feb 06, 2026 |
| BlueChip Wealth Advisors LLC | History | Added to | 6,172 | 3,870 | 1.63% | 1.36% | 1677 | +954 | 18.28% | Q4 2025 | Feb 05, 2026 |
| Ballast Rock Private Wealth LLC | History | New | 6,145 | 3,853 | 2.41% | — | 1678 | +6,145 | New | Q4 2025 | Feb 04, 2026 |
| THOMPSON DAVIS & CO., INC. | History | Added to | 6,143 | 3,852 | 2.31% | 2.14% | 1679 | +473 | 8.34% | Q4 2025 | Jan 12, 2026 |
| Madison Wealth Partners, Inc | History | Added to | 6,137 | 3,848 | 0.7% | 0.71% | 1680 | +293 | 5.01% | Q4 2025 | Feb 10, 2026 |
| Great Diamond Partners, LLC | History | Added to | 6,135 | 3,847 | 0.74% | 0.28% | 1681 | +3,785 | 161.06% | Q4 2025 | Feb 06, 2026 |
| Meeder Advisory Services, Inc. | History | Added to | 6,130 | 3,844 | 0.17% | 0.16% | 1682 | +630 | 11.45% | Q4 2025 | Feb 11, 2026 |
| Synergy Financial Group, LTD | History | Added to | 6,128 | 3,843 | 2.7% | 2.48% | 1683 | +110 | 1.83% | Q4 2025 | Feb 17, 2026 |
| BXM Wealth LLC | History | Added to | 59,424 | 3,837 | 2.96% | 2.79% | 1684 | +51,085 | 612.6% | Q4 2025 | Jan 20, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | Reduced | 6,110 | 3,831 | 0.19% | 0.19% | 1685 | -42 | -0.68% | Q4 2025 | Feb 02, 2026 |
| Birchwood Financial Partners, Inc. | History | New | 6,105 | 3,828 | 3.8% | — | 1686 | +6,105 | New | Q4 2025 | Feb 19, 2026 |
| Maridea Wealth Management LLC | History | Added to | 6,100 | 3,825 | 0.57% | 0.57% | 1687 | +158 | 2.66% | Q4 2025 | Jan 08, 2026 |
| REDSTONE WEALTH MANAGEMENT, LLC | History | New | 6,094 | 3,821 | 3.02% | — | 1688 | +6,094 | New | Q4 2025 | Feb 09, 2026 |
| Orgel Wealth Management, LLC | History | Added to | 6,089 | 3,818 | 0.08% | 0.08% | 1689 | +57 | 0.94% | Q4 2025 | Jan 07, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | New | 6,065 | 3,803 | 0.0% | — | 1690 | +6,065 | New | Q4 2025 | Feb 17, 2026 |
| BALDWIN WEALTH PARTNERS LLC/MA | History | Reduced | 6,055 | 3,797 | 0.24% | 0.25% | 1691 | -180 | -2.89% | Q4 2025 | Jan 07, 2026 |
| Key Client Fiduciary Advisors, LLC | History | Added to | 6,032 | 3,783 | 1.29% | 1.08% | 1692 | +683 | 12.77% | Q4 2025 | Jan 28, 2026 |
| Vermillion Wealth Management, Inc. | History | Added to | 5,984 | 3,752 | 1.52% | 0.9% | 1693 | +527 | 9.66% | Q4 2025 | Feb 11, 2026 |
| Pacific Park Financial, Inc. | History | New | 5,979 | 3,749 | 2.34% | — | 1694 | +5,979 | New | Q4 2025 | Jan 30, 2026 |
| FINANCIAL CONSULATE, INC | History | Reduced | 5,972 | 3,745 | 0.51% | 0.52% | 1695 | -50 | -0.83% | Q4 2025 | Jan 22, 2026 |
| Sawyer & Company, Inc | History | Added to | 5,968 | 3,742 | 1.32% | 1.21% | 1696 | +349 | 6.21% | Q4 2025 | Feb 02, 2026 |
| Disciplined Investors, L.L.C. | History | Reduced | 5,966 | 3,741 | 2.45% | 2.62% | 1697 | -45 | -0.75% | Q4 2025 | Feb 10, 2026 |
| FIRST INTERSTATE BANK | History | Reduced | 5,951 | 3,732 | 0.2% | 0.21% | 1698 | -407 | -6.4% | Q4 2025 | Jan 29, 2026 |
| Sunpointe, LLC | History | Added to | 5,952 | 3,732 | 1.24% | 1.27% | 1699 | +216 | 3.77% | Q4 2025 | Jan 23, 2026 |
| RMG Wealth Management LLC | History | Added to | 5,900 | 3,730 | 0.48% | 0.51% | 1700 | +2 | 0.03% | Q4 2025 | Jan 29, 2026 |
| 71 West Capital Partners | History | New | 5,946 | 3,728 | 0.17% | — | 1701 | +5,946 | New | Q4 2025 | Feb 17, 2026 |
| Vines Capital Management, LLC | History | New | 5,938 | 3,723 | 3.63% | — | 1702 | +5,938 | New | Q4 2025 | Feb 17, 2026 |
| First National Advisers, LLC | History | Added to | 5,905 | 3,703 | 0.51% | 0.47% | 1703 | +304 | 5.43% | Q4 2025 | Feb 04, 2026 |
| Tannin Capital LLC | History | New | 5,886 | 3,691 | 3.3% | — | 1704 | +5,886 | New | Q4 2025 | Feb 17, 2026 |
| Baker Avenue Asset Management, LP | History | Added to | 5,878 | 3,686 | 0.09% | 0.05% | 1705 | +2,232 | 61.22% | Q4 2025 | Feb 10, 2026 |
| EAGLE CAPITAL MANAGEMENT LLC | History | New | 5,875 | 3,684 | 0.01% | — | 1706 | +5,875 | New | Q4 2025 | Feb 17, 2026 |
| Bakala Capital LLC | History | Added to | 5,874 | 3,683 | 17.41% | 19.19% | 1707 | +68 | 1.17% | Q4 2025 | Feb 13, 2026 |
| Sankala Group LLC | History | New | 5,824 | 3,674 | 2.94% | — | 1708 | +5,824 | New | Q4 2025 | Mar 02, 2026 |
| Principle Wealth Partners LLC | History | Added to | 5,853 | 3,670 | 0.21% | 0.19% | 1709 | +479 | 8.91% | Q4 2025 | Feb 06, 2026 |
| Accurate Wealth Management, LLC | History | Added to | 5,747 | 3,668 | 0.47% | 0.46% | 1710 | +19 | 0.33% | Q4 2025 | Jan 14, 2026 |
| Orion Investment Co | History | Added to | 5,843 | 3,664 | 1.12% | 1.11% | 1711 | +130 | 2.28% | Q4 2025 | Feb 11, 2026 |
| CONSULTIVA WEALTH MANAGEMENT, CORP. | History | Reduced | 5,838 | 3,661 | 10.28% | 10.52% | 1712 | -290 | -4.73% | Q4 2025 | Feb 17, 2026 |
| GHP Investment Advisors, Inc. | History | Added to | 5,837 | 3,660 | 0.15% | 0.15% | 1713 | +34 | 0.59% | Q4 2025 | Jan 27, 2026 |
| SSA SWISS ADVISORS AG | History | Reduced | 5,825 | 3,653 | 1.7% | 1.7% | 1714 | -169 | -2.82% | Q4 2025 | Feb 26, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | Added to | 5,790 | 3,631 | 0.06% | 0.06% | 1715 | +14 | 0.24% | Q4 2025 | Jan 13, 2026 |
| Tradewinds, LLC. | History | Reduced | 5,791 | 3,631 | 0.87% | 0.87% | 1716 | -11 | -0.19% | Q4 2025 | Feb 13, 2026 |
| Segment Wealth Management, LLC | History | Added to | 5,778 | 3,623 | 0.21% | 0.15% | 1717 | +1,735 | 42.91% | Q4 2025 | Jan 29, 2026 |
| Long Island Wealth Management, Inc. | History | Reduced | 5,778 | 3,623 | 1.71% | 1.83% | 1718 | -360 | -5.87% | Q4 2025 | Jan 21, 2026 |
| PAX Financial Group, LLC | History | Reduced | 5,768 | 3,617 | 0.62% | 1.19% | 1719 | -4,977 | -46.32% | Q4 2025 | Feb 05, 2026 |
| Compass Advisory Group LLC | History | Added to | 5,760 | 3,612 | 0.98% | 0.99% | 1720 | +22 | 0.38% | Q4 2025 | Jan 21, 2026 |
| Trellis Wealth Advisors LLC | History | Added to | 5,757 | 3,610 | 1.41% | 1.43% | 1721 | +1 | 0.02% | Q4 2025 | Jan 26, 2026 |
| Tranquility Partners, LLC | History | Reduced | 5,754 | 3,608 | 1.3% | 1.2% | 1722 | -39 | -0.67% | Q4 2025 | Feb 03, 2026 |
| Tennessee Valley Asset Management Partners | History | Added to | 5,733 | 3,595 | 0.47% | 0.46% | 1723 | +240 | 4.37% | Q4 2025 | Feb 05, 2026 |
| Shade Tree Advisors LLC | History | Added to | 5,727 | 3,591 | 2.73% | 1.83% | 1724 | +2,265 | 65.42% | Q4 2025 | Feb 04, 2026 |
| Innova Wealth Partners | History | Added to | 5,716 | 3,584 | 1.81% | 1.75% | 1726 | +419 | 7.91% | Q4 2025 | Jan 07, 2026 |
| Bank of Marin | History | Reduced | 5,716 | 3,584 | 2.47% | 2.53% | 1725 | -136 | -2.32% | Q4 2025 | Feb 17, 2026 |
| JT Stratford LLC | History | Added to | 5,714 | 3,583 | 0.46% | 0.42% | 1727 | +644 | 12.7% | Q4 2025 | Feb 12, 2026 |
| IMA Advisory Services, Inc. | History | Reduced | 5,686 | 3,566 | 0.34% | 0.36% | 1728 | -117 | -2.02% | Q4 2025 | Feb 11, 2026 |
| OPAL CAPITAL LLC | History | New | 5,585 | 3,564 | 0.89% | — | 1729 | +5,585 | New | Q4 2025 | Feb 17, 2026 |
| MARIPAU WEALTH MANAGEMENT LLC | History | Added to | 5,694 | 3,553 | 1.63% | 1.35% | 1730 | +1,308 | 29.82% | Q4 2025 | Feb 17, 2026 |
| WADDELL & ASSOCIATES, LLC | History | No change | 5,665 | 3,552 | 0.24% | 0.3% | 1731 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Keystone Global Partners, LLC | History | Reduced | 5,655 | 3,546 | 1.56% | 1.79% | 1732 | -98 | -1.7% | Q4 2025 | Jan 14, 2026 |
| Cedarwood Wealth LLC | History | New | 5,531 | 3,523 | 3.93% | — | 1733 | +5,531 | New | Q4 2025 | Mar 05, 2026 |
| MCMORGAN & CO LLC | History | Reduced | 5,615 | 3,521 | 0.58% | 0.54% | 1734 | -111 | -1.94% | Q4 2025 | Feb 11, 2026 |
| GWN SECURITIES INC. | History | Added to | 5,605 | 3,515 | 0.71% | 0.7% | 1735 | +655 | 13.23% | Q4 2025 | Feb 11, 2026 |
| KFA Private Wealth Group, LLC | History | Reduced | 5,597 | 3,510 | 0.85% | 1.02% | 1736 | -256 | -4.37% | Q4 2025 | Jan 07, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | Reduced | 5,589 | 3,505 | 0.05% | 0.05% | 1737 | -28 | -0.5% | Q4 2025 | Feb 17, 2026 |
| Beirne Wealth Consulting Services, LLC | History | Reduced | 5,573 | 3,495 | 1.01% | 0.88% | 1738 | -369 | -6.21% | Q4 2025 | Jan 29, 2026 |
| Purkiss Capital Advisors LLC | History | Added to | 5,567 | 3,491 | 1.64% | 1.44% | 1739 | +645 | 13.1% | Q4 2025 | Feb 04, 2026 |
| Argo Wealth Advisory, LLC | History | New | 5,563 | 3,488 | 2.09% | — | 1741 | +5,563 | New | Q4 2025 | Jan 26, 2026 |
| Realta Investment Advisors | History | Added to | 5,563 | 3,488 | 1.14% | 1.08% | 1740 | +295 | 5.6% | Q4 2025 | Jan 20, 2026 |
| Berkshire Money Management, Inc. | History | New | 5,556 | 3,484 | 0.33% | — | 1742 | +5,556 | New | Q4 2025 | Jan 27, 2026 |
| Cherry Tree Wealth Management, LLC | History | Added to | 5,534 | 3,470 | 0.73% | 0.74% | 1743 | +12 | 0.22% | Q4 2025 | Feb 10, 2026 |
| Cornerstone Planning Group LLC | History | Reduced | 5,425 | 3,469 | 0.54% | 0.14% | 1744 | -5,563 | -50.63% | Q4 2025 | Feb 02, 2026 |
| Perfromance Wealth Partners, LLC | History | Added to | 5,531 | 3,468 | 0.09% | 0.09% | 1745 | +419 | 8.2% | Q4 2025 | Jan 21, 2026 |
| CONSILIO WEALTH ADVISORS, LLC | History | New | 5,529 | 3,467 | 1.01% | — | 1746 | +5,529 | New | Q4 2025 | Mar 19, 2026 |
| IFC Advisors LLC | History | Added to | 5,529 | 3,467 | 0.51% | 0.58% | 1747 | +360 | 6.96% | Q4 2025 | Feb 12, 2026 |
| Auour Investments LLC | History | Reduced | 5,495 | 3,445 | 1.1% | 1.21% | 1748 | -577 | -9.5% | Q4 2025 | Jan 12, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 5,492 | 3,445 | 0.27% | 0.27% | 1749 | +109 | 2.02% | Q4 2025 | Feb 17, 2026 |
| Colter Lewis Investment Partners LLC | History | New | 5,486 | 3,440 | 3.98% | — | 1752 | +5,486 | New | Q4 2025 | Feb 17, 2026 |
| Summit Financial Wealth Advisors, LLC | History | Reduced | 5,486 | 3,440 | 0.49% | 0.55% | 1750 | -324 | -5.58% | Q4 2025 | Jan 27, 2026 |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | History | Reduced | 5,486 | 3,440 | 1.09% | 1.11% | 1751 | -52 | -0.94% | Q4 2025 | Feb 12, 2026 |
| Accel Wealth Management | History | Added to | 5,484 | 3,438 | 0.94% | 0.95% | 1753 | +128 | 2.39% | Q4 2025 | Jan 20, 2026 |
| Black Swift Group, LLC | History | Reduced | 5,479 | 3,436 | 0.57% | 0.63% | 1754 | -395 | -6.72% | Q4 2025 | Feb 10, 2026 |
| Boreal Capital Management LLC | History | Added to | 5,473 | 3,432 | 2.59% | 2.5% | 1755 | +426 | 8.44% | Q4 2025 | Feb 17, 2026 |
| Lee-Kelleher Wealth Management | History | Reduced | 5,459 | 3,423 | 2.04% | 2.08% | 1756 | -61 | -1.11% | Q4 2025 | Jan 14, 2026 |
| Terra Nova Asset Management LLC | History | Reduced | 5,458 | 3,422 | 2.25% | 2.61% | 1757 | -1,295 | -19.18% | Q4 2025 | Jan 14, 2026 |
| Taylor Hoffman Capital Management LLC | History | Reduced | 5,458 | 3,422 | 1.04% | 1.07% | 1758 | -78 | -1.41% | Q4 2025 | Feb 11, 2026 |
| Private Advisory Group LLC | History | Reduced | 5,450 | 3,418 | 0.27% | 0.28% | 1759 | -97 | -1.75% | Q4 2025 | Jan 15, 2026 |
| KIRTLAND HILLS CAPITAL MANAGEMENT, LLC | History | Added to | 5,441 | 3,412 | 1.2% | 1.26% | 1760 | +244 | 4.7% | Q4 2025 | Feb 13, 2026 |
| Goodwin Investment Advisory | History | Added to | 5,437 | 3,409 | 3.74% | 3.37% | 1761 | +303 | 5.9% | Q4 2025 | Feb 09, 2026 |
| CHANNEL WEALTH LLC | History | Reduced | 5,428 | 3,403 | 0.86% | 1.0% | 1762 | -686 | -11.22% | Q4 2025 | Feb 03, 2026 |
| Winthrop Advisory Group LLC | History | Reduced | 5,414 | 3,395 | 0.29% | 0.32% | 1763 | -567 | -9.48% | Q4 2025 | Jan 21, 2026 |
| Invesco Ltd. | History | Added to | 5,408 | 3,391 | 0.0% | 0.0% | 1764 | +2,520 | 87.26% | Q4 2025 | Feb 19, 2026 |
| MSH Capital Advisors LLC | History | Added to | 5,406 | 3,390 | 0.72% | 0.6% | 1765 | +1,770 | 48.68% | Q4 2025 | Feb 09, 2026 |
| Prosperity Advisers, LLC | History | New | 5,404 | 3,389 | 2.8% | — | 1766 | +5,404 | New | Q4 2025 | Jan 23, 2026 |
| TCI Wealth Advisors, Inc. | History | Reduced | 5,404 | 3,388 | 0.19% | 0.2% | 1767 | -185 | -3.31% | Q4 2025 | Feb 02, 2026 |
| Kovitz Investment Group Partners, LLC | History | Reduced | 5,397 | 3,385 | 0.07% | 0.43% | 1768 | -174,430 | -97.0% | Q4 2025 | Feb 20, 2026 |
| Integrity Wealth Solutions LLC | History | Added to | 5,391 | 3,380 | 1.34% | 1.44% | 1769 | +112 | 2.12% | Q4 2025 | Feb 02, 2026 |
| Vienna Asset Management LLC | History | Added to | 5,388 | 3,378 | 1.92% | 1.37% | 1770 | +1,632 | 43.45% | Q4 2025 | Feb 13, 2026 |
| Reality Financial Planning Services, LLC | History | New | 5,376 | 3,371 | 3.23% | — | 1771 | +5,376 | New | Q4 2025 | Feb 12, 2026 |
| Pettinga Financial Advisors LLC | History | New | 5,374 | 3,370 | 0.64% | — | 1772 | +5,374 | New | Q4 2025 | Feb 12, 2026 |
| Redwood Family Wealth LLC | History | New | 5,368 | 3,366 | 3.31% | — | 1773 | +5,368 | New | Q4 2025 | Mar 06, 2026 |
| Wealth Architects, LLC | History | Added to | 5,359 | 3,360 | 0.3% | 0.31% | 1774 | +41 | 0.77% | Q4 2025 | Feb 17, 2026 |
| InTrack Investment Management Inc | History | Reduced | 5,337 | 3,346 | 1.87% | 1.98% | 1775 | -81 | -1.5% | Q4 2025 | Jan 14, 2026 |
| BLUESTEM FINANCIAL ADVISORS, LLC | History | Added to | 5,334 | 3,344 | 1.29% | 1.26% | 1776 | +67 | 1.27% | Q4 2025 | Jan 21, 2026 |
| Arlington Trust Co LLC | History | Reduced | 5,315 | 3,333 | 0.34% | 0.61% | 1777 | -211 | -3.82% | Q4 2025 | Jan 30, 2026 |
| Olde Wealth Management, LLC | History | Reduced | 5,300 | 3,324 | 1.02% | 1.03% | 1778 | -5 | -0.09% | Q4 2025 | Feb 12, 2026 |
| Global Strategic Investment Solutions, LLC | History | Reduced | 5,286 | 3,315 | 0.32% | 0.34% | 1779 | -271 | -4.88% | Q4 2025 | Jan 29, 2026 |
| Weaver Consulting Group | History | Reduced | 5,283 | 3,312 | 0.81% | 0.84% | 1780 | -81 | -1.51% | Q4 2025 | Feb 10, 2026 |
| Avestar Capital, LLC | History | Added to | 5,266 | 3,302 | 0.21% | 0.18% | 1781 | +797 | 17.83% | Q4 2025 | Feb 10, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Added to | 5,521 | 3,297 | 1.07% | 2.05% | 1782 | +109 | 2.01% | Q4 2025 | Jan 22, 2026 |
| ROFFMAN MILLER ASSOCIATES INC /PA/ | History | New | 5,243 | 3,287 | 0.18% | — | 1783 | +5,243 | New | Q4 2025 | Jan 22, 2026 |
| ROBINSON SMITH WEALTH ADVISORS LLC | History | Added to | 5,243 | 3,287 | 2.24% | 2.11% | 1784 | +453 | 9.46% | Q4 2025 | Feb 09, 2026 |
| Triton Wealth Management, PLLC | History | Added to | 5,191 | 3,280 | 1.23% | 0.62% | 1785 | +2,584 | 99.12% | Q4 2025 | Feb 05, 2026 |
| WELCH & FORBES LLC | History | Added to | 5,211 | 3,267 | 0.04% | 0.04% | 1786 | +57 | 1.11% | Q4 2025 | Feb 10, 2026 |
| Meredith Wealth Planning | History | Added to | 5,199 | 3,260 | 0.97% | 1.0% | 1787 | +70 | 1.36% | Q4 2025 | Jan 16, 2026 |
| Capital CS Group, LLC | History | Added to | 5,167 | 3,240 | 4.99% | 4.79% | 1788 | +214 | 4.32% | Q4 2025 | Jan 09, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 5,166 | 3,239 | 0.0% | 0.01% | 1789 | -6,134 | -54.28% | Q4 2025 | Feb 17, 2026 |
| Latko Wealth Management, Ltd. | History | Added to | 5,156 | 3,233 | 1.58% | 1.35% | 1790 | +792 | 18.15% | Q4 2025 | Feb 10, 2026 |
| A4 Wealth Advisors LLC | History | Added to | 5,151 | 3,230 | 2.8% | 2.49% | 1792 | +333 | 6.91% | Q4 2025 | Feb 13, 2026 |
| Financial Council, LLC | History | No change | 5,152 | 3,230 | 1.29% | 1.4% | 1791 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Curran Financial Partners, LLC | History | Added to | 5,140 | 3,223 | 0.61% | 0.46% | 1793 | +1,375 | 36.52% | Q4 2025 | Jan 22, 2026 |
| Prosperity Consulting Group, LLC | History | Added to | 5,129 | 3,216 | 0.14% | 0.12% | 1794 | +1,236 | 31.75% | Q4 2025 | Feb 17, 2026 |
| FSA WEALTH PARTNERS, INC. | History | Reduced | 5,128 | 3,215 | 1.16% | 1.6% | 1795 | -1,643 | -24.27% | Q4 2025 | Jan 30, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 5,123 | 3,212 | 0.45% | 0.43% | 1796 | +180 | 3.64% | Q4 2025 | Jan 29, 2026 |
| Bedel Financial Consulting, Inc. | History | Added to | 5,118 | 3,209 | 0.35% | 0.33% | 1797 | +960 | 23.09% | Q4 2025 | Jan 28, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | New | 5,082 | 3,187 | 2.03% | — | 1798 | +5,082 | New | Q4 2025 | Feb 19, 2026 |
| SRH ADVISORS, LLC | History | Reduced | 5,074 | 3,182 | 0.92% | 0.92% | 1799 | -47 | -0.92% | Q4 2025 | Jan 21, 2026 |
| Pine Ridge Advisers LLC | History | No change | 5,075 | 3,182 | 0.19% | 0.19% | 1800 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Cyndeo Wealth Partners, LLC | History | Added to | 5,055 | 3,169 | 0.17% | 0.08% | 1801 | +2,837 | 127.91% | Q4 2025 | Jan 07, 2026 |
| Quent Capital, LLC | History | Added to | 5,046 | 3,164 | 0.23% | 0.24% | 1802 | +309 | 6.52% | Q4 2025 | Jan 29, 2026 |
| Verus Financial Partners, Inc. | History | No change | 4,964 | 3,162 | 0.29% | 0.29% | 1803 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Markin Asset Management, LP | History | New | 5,041 | 3,161 | 3.47% | — | 1804 | +5,041 | New | Q4 2025 | Feb 13, 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | Added to | 5,040 | 3,160 | 0.57% | 0.53% | 1805 | +596 | 13.41% | Q4 2025 | Feb 06, 2026 |
| CFS Investment Advisory Services, LLC | History | Added to | 5,011 | 3,142 | 0.23% | 0.2% | 1806 | +730 | 17.05% | Q4 2025 | Feb 10, 2026 |
| First Pacific Financial | History | Added to | 5,007 | 3,140 | 0.41% | 0.42% | 1807 | +84 | 1.71% | Q4 2025 | Jan 16, 2026 |
| Cauble & Harre Wealth Management, Inc. | History | New | 5,006 | 3,139 | 2.63% | — | 1808 | +5,006 | New | Q4 2025 | Feb 05, 2026 |
| Jain Global LLC | History | Reduced | 5,000 | 3,135 | 0.02% | 0.48% | 1809 | -159,000 | -96.95% | Q4 2025 | Feb 17, 2026 |
| HEADINVEST, LLC | History | Added to | 4,963 | 3,112 | 0.62% | 0.58% | 1810 | +406 | 8.91% | Q4 2025 | Feb 02, 2026 |
| Hubbell Strickland Wealth Management, LLC | History | Reduced | 4,959 | 3,109 | 1.25% | 1.28% | 1811 | -135 | -2.65% | Q4 2025 | Jan 20, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Added to | 4,940 | 3,098 | 1.08% | 0.95% | 1812 | +4,159 | 532.52% | Q4 2025 | Jan 20, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | Added to | 4,935 | 3,094 | 0.06% | 0.05% | 1813 | +1,319 | 36.48% | Q4 2025 | Jan 28, 2026 |
| ROBERTS GLORE & CO INC /IL/ | History | Reduced | 4,931 | 3,092 | 0.82% | 0.85% | 1814 | -131 | -2.59% | Q4 2025 | Feb 05, 2026 |
| Baring Financial LLC | History | Reduced | 4,925 | 3,088 | 1.88% | 2.11% | 1815 | -138 | -2.73% | Q4 2025 | Jan 07, 2026 |
| Faithward Advisors, LLC | History | Added to | 4,922 | 3,087 | 0.45% | 0.41% | 1816 | +372 | 8.18% | Q4 2025 | Feb 17, 2026 |
| Provenance Wealth Advisors, LLC | History | Added to | 4,922 | 3,086 | 0.34% | 0.38% | 1817 | +154 | 3.23% | Q4 2025 | Jan 26, 2026 |
| CAPITAL ADVISORS INC/OK | History | Added to | 4,919 | 3,085 | 0.05% | 0.05% | 1818 | +84 | 1.74% | Q4 2025 | Jan 15, 2026 |
| Values Added Financial LLC | History | Reduced | 4,916 | 3,083 | 1.3% | 1.34% | 1819 | -17 | -0.34% | Q4 2025 | Jan 16, 2026 |
| Roble, Belko & Company, Inc | History | Added to | 4,906 | 3,077 | 0.4% | 0.35% | 1820 | +716 | 17.09% | Q4 2025 | Jan 12, 2026 |
| National Wealth Management Group, LLC | History | Added to | 4,900 | 3,072 | 1.06% | 1.04% | 1821 | +380 | 8.41% | Q4 2025 | Jan 12, 2026 |
| WealthShield Partners, LLC | History | Added to | 4,898 | 3,071 | 0.34% | 0.26% | 1822 | +1,133 | 30.09% | Q4 2025 | Feb 03, 2026 |
| FOCUS Wealth Advisors, LLC | History | Added to | 4,891 | 3,067 | 1.43% | 1.43% | 1823 | +19 | 0.39% | Q4 2025 | Jan 09, 2026 |
| Cherry Creek Investment Advisors, Inc. | History | Reduced | 4,885 | 3,063 | 1.31% | 1.31% | 1824 | -63 | -1.27% | Q4 2025 | Jan 15, 2026 |
| MYECFO, LLC | History | Reduced | 4,885 | 3,063 | 1.3% | 1.37% | 1825 | -50 | -1.01% | Q4 2025 | Jan 12, 2026 |
| SB Capital Management Inc | History | New | 4,879 | 3,059 | 1.12% | — | 1826 | +4,879 | New | Q4 2025 | Feb 20, 2026 |
| SageGuard Financial Group, LLC | History | New | 4,867 | 3,051 | 0.49% | — | 1827 | +4,867 | New | Q4 2025 | Jan 27, 2026 |
| RB Capital Management, LLC | History | Added to | 4,860 | 3,048 | 0.61% | 0.38% | 1828 | +1,827 | 60.24% | Q4 2025 | Feb 03, 2026 |
| PACK Private Wealth, LLC | History | No change | 4,859 | 3,047 | 1.39% | 1.4% | 1829 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Arsenal Capital Advisors LLC | History | New | 4,833 | 3,030 | 2.14% | — | 1830 | +4,833 | New | Q4 2025 | Feb 11, 2026 |
| Chicago Capital, LLC | History | Reduced | 4,824 | 3,025 | 0.07% | 0.13% | 1831 | -3,948 | -45.01% | Q4 2025 | Jan 26, 2026 |
| Cloud Capital Management, LLC | History | Added to | 4,804 | 3,013 | 1.42% | 1.46% | 1832 | +286 | 6.33% | Q4 2025 | Feb 12, 2026 |
| GEM Asset Management, LLC | History | Added to | 4,743 | 3,008 | 1.34% | 1.01% | 1833 | +1,268 | 36.49% | Q4 2025 | Jan 09, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | New | 4,790 | 3,003 | 0.18% | — | 1834 | +4,790 | New | Q4 2025 | Feb 17, 2026 |
| Legacy Wealth Advisors, LLC | History | New | 4,767 | 2,989 | 1.97% | — | 1835 | +4,767 | New | Q4 2025 | Feb 17, 2026 |
| E&G Advisors, LP | History | No change | 4,752 | 2,980 | 0.67% | 0.68% | 1836 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Defender Capital, LLC. | History | New | 4,750 | 2,978 | 0.96% | — | 1837 | +4,750 | New | Q4 2025 | Jan 12, 2026 |
| Financial Synergies Wealth Advisors, Inc. | History | Added to | 4,744 | 2,974 | 0.29% | 0.28% | 1839 | +210 | 4.63% | Q4 2025 | Feb 06, 2026 |
| TruNorth Capital Management, LLC | History | No change | 4,743 | 2,974 | 0.56% | 0.57% | 1838 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Annex Advisory Services, LLC | History | Added to | 4,737 | 2,970 | 0.06% | 0.06% | 1840 | +332 | 7.54% | Q4 2025 | Jan 26, 2026 |
| Grantvest Financial Group LLC | History | Added to | 4,732 | 2,967 | 1.9% | 1.93% | 1841 | +166 | 3.64% | Q4 2025 | Feb 02, 2026 |
| SeaBridge Investment Advisors LLC | History | Reduced | 4,723 | 2,961 | 0.49% | 0.48% | 1842 | -107 | -2.22% | Q4 2025 | Jan 26, 2026 |
| Advance Capital Management, Inc. | History | Added to | 4,720 | 2,960 | 0.13% | 0.12% | 1843 | +128 | 2.79% | Q4 2025 | Jan 06, 2026 |
| Stonebridge Capital Advisors LLC | History | Added to | 4,721 | 2,960 | 0.21% | 0.2% | 1844 | +101 | 2.19% | Q4 2025 | Feb 12, 2026 |
| HARBOUR INVESTMENT MANAGEMENT LLC | History | Added to | 4,694 | 2,943 | 1.56% | 1.25% | 1845 | +2 | 0.04% | Q4 2025 | Feb 12, 2026 |
| Linscomb Wealth, Inc. | History | Reduced | 4,688 | 2,939 | 0.12% | 0.13% | 1846 | -125 | -2.6% | Q4 2025 | Feb 10, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 4,687 | 2,939 | 0.55% | 0.54% | 1847 | +23 | 0.49% | Q4 2025 | Feb 12, 2026 |
| Gibson Capital, LLC | History | No change | 4,671 | 2,929 | 0.54% | 0.53% | 1848 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | Added to | 4,652 | 2,917 | 0.49% | 0.45% | 1849 | +359 | 8.36% | Q4 2025 | Jan 27, 2026 |
| SkyOak Wealth, LLC | History | Added to | 4,641 | 2,910 | 0.52% | 0.54% | 1850 | +13 | 0.28% | Q4 2025 | Feb 05, 2026 |
| Gallacher Capital Management LLC | History | Reduced | 4,635 | 2,906 | 1.12% | 1.42% | 1852 | -1,247 | -21.2% | Q4 2025 | Feb 03, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | Added to | 4,635 | 2,906 | 0.91% | 0.93% | 1851 | +83 | 1.82% | Q4 2025 | Jan 07, 2026 |
| Veery Capital, LLC | History | Added to | 4,624 | 2,899 | 0.89% | 0.87% | 1853 | +109 | 2.41% | Q4 2025 | Jan 27, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | Added to | 4,589 | 2,877 | 0.56% | 0.5% | 1854 | +742 | 19.29% | Q4 2025 | Feb 04, 2026 |
| WOLFF WIESE MAGANA LLC | History | Added to | 4,552 | 2,854 | 1.56% | 1.25% | 1855 | +943 | 26.13% | Q4 2025 | Jan 14, 2026 |
| Capasso Planning Partners LLC | History | Reduced | 4,522 | 2,835 | 1.55% | 1.81% | 1856 | -292 | -6.07% | Q4 2025 | Feb 17, 2026 |
| CANANDAIGUA NATIONAL BANK & TRUST CO | History | Added to | 4,514 | 2,830 | 0.25% | 0.24% | 1857 | +130 | 2.97% | Q4 2025 | Jan 30, 2026 |
| TCV Trust & Wealth Management, Inc. | History | Added to | 4,511 | 2,828 | 0.23% | 0.23% | 1858 | +105 | 2.38% | Q4 2025 | Jan 23, 2026 |
| DIVERSIFIED MANAGEMENT INC | History | New | 4,501 | 2,822 | 0.66% | — | 1859 | +4,501 | New | Q4 2025 | Jan 26, 2026 |
| Portland Global Advisors LLC | History | Added to | 4,495 | 2,819 | 0.3% | 0.3% | 1860 | +88 | 2.0% | Q4 2025 | Feb 10, 2026 |
| Financial Perspectives, Inc | History | Added to | 4,493 | 2,817 | 0.76% | 0.75% | 1861 | +55 | 1.24% | Q4 2025 | Jan 28, 2026 |
| Aviance Capital Partners, LLC | History | Added to | 4,483 | 2,811 | 0.32% | 0.33% | 1862 | +13 | 0.29% | Q4 2025 | Feb 06, 2026 |
| Optimist Retirement Group LLC | History | Added to | 4,475 | 2,806 | 1.29% | 1.24% | 1863 | +8 | 0.18% | Q4 2025 | Feb 09, 2026 |
| Latitude Advisors, LLC | History | Added to | 4,470 | 2,803 | 1.23% | 1.11% | 1864 | +479 | 12.0% | Q4 2025 | Jan 27, 2026 |
| Towne Trust Company, N.A | History | Added to | 4,462 | 2,798 | 0.87% | 0.73% | 1865 | +767 | 20.76% | Q4 2025 | Jan 26, 2026 |
| Tumwater Wealth Management, LLC | History | Added to | 4,463 | 2,798 | 1.14% | 1.19% | 1866 | +104 | 2.39% | Q4 2025 | Jan 29, 2026 |
| Integrity Financial Corp /WA | History | Reduced | 4,451 | 2,791 | 1.41% | 2.2% | 1868 | -3,060 | -40.74% | Q4 2025 | Feb 13, 2026 |
| Perkins Coie Trust Co | History | No change | 4,452 | 2,791 | 0.52% | 0.51% | 1867 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| NOVEM GROUP | History | Reduced | 4,430 | 2,777 | 0.32% | 0.33% | 1869 | -235 | -5.04% | Q4 2025 | Jan 27, 2026 |
| Pine Haven Investment Counsel, Inc | History | No change | 4,420 | 2,772 | 1.97% | 1.96% | 1870 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Reduced | 4,412 | 2,766 | 0.31% | 0.34% | 1871 | -128 | -2.82% | Q4 2025 | Jan 09, 2026 |
| New Hampshire Trust | History | Added to | 4,389 | 2,752 | 0.54% | 0.25% | 1872 | +2,258 | 105.96% | Q4 2025 | Jan 29, 2026 |
| LifeGuide Financial Advisors, LLC | History | Reduced | 4,379 | 2,751 | 0.91% | 1.03% | 1873 | -532 | -10.83% | Q4 2025 | Jan 05, 2026 |
| CrossGen Wealth, LLC | History | New | 4,361 | 2,734 | 2.41% | — | 1874 | +4,361 | New | Q4 2025 | Feb 19, 2026 |
| L & S Advisors Inc | History | Added to | 4,356 | 2,731 | 0.25% | 0.25% | 1875 | +29 | 0.67% | Q4 2025 | Feb 05, 2026 |
| Mezzasalma Advisors, LLC | History | Reduced | 4,346 | 2,730 | 0.66% | 0.88% | 1876 | -1,286 | -22.83% | Q4 2025 | Jan 21, 2026 |
| Slagle Financial, LLC | History | Added to | 4,341 | 2,722 | 0.95% | 0.91% | 1878 | +296 | 7.32% | Q4 2025 | Jan 26, 2026 |
| MTM Investment Management, LLC | History | Reduced | 4,341 | 2,722 | 0.87% | 0.88% | 1877 | -184 | -4.07% | Q4 2025 | Feb 09, 2026 |
| Diversified Enterprises, LLC | History | Added to | 4,339 | 2,721 | 0.16% | 0.16% | 1879 | +350 | 8.77% | Q4 2025 | Jan 28, 2026 |
| OPTIMA CAPITAL LLC | History | Added to | 4,336 | 2,714 | 1.18% | 1.27% | 1880 | +70 | 1.64% | Q4 2025 | Jan 23, 2026 |
| Narus Financial Partners, LLC | History | Reduced | 4,321 | 2,709 | 0.75% | 0.74% | 1881 | -95 | -2.15% | Q4 2025 | Feb 09, 2026 |
| Michels Family Financial, LLC | History | Added to | 4,317 | 2,707 | 1.99% | 1.98% | 1882 | +169 | 4.07% | Q4 2025 | Feb 19, 2026 |
| LifeWealth Investments, LLC | History | Reduced | 4,309 | 2,702 | 0.86% | 0.96% | 1883 | -447 | -9.4% | Q4 2025 | Jan 26, 2026 |
| Clearstead Trust, LLC | History | Added to | 4,304 | 2,699 | 0.42% | 0.37% | 1884 | +768 | 21.72% | Q4 2025 | Feb 09, 2026 |
| JB Capital LLC | History | Added to | 4,296 | 2,693 | 0.11% | 0.11% | 1885 | +23 | 0.54% | Q4 2025 | Jan 20, 2026 |
| Quadrant Private Wealth Management, LLC | History | Reduced | 4,290 | 2,690 | 0.44% | 0.48% | 1886 | -13 | -0.3% | Q4 2025 | Jan 26, 2026 |
| WEALTH ALLIANCE, LLC | History | Added to | 4,286 | 2,688 | 0.26% | 0.1% | 1887 | +2,646 | 161.34% | Q4 2025 | Feb 13, 2026 |
| First County Bank /CT/ | History | Added to | 4,281 | 2,684 | 1.41% | 1.05% | 1888 | +916 | 27.22% | Q4 2025 | Jan 14, 2026 |
| PANORAMIC INVESTMENT ADVISORS, LLC | History | Reduced | 4,275 | 2,680 | 1.46% | 1.65% | 1889 | -521 | -10.86% | Q4 2025 | Feb 05, 2026 |
| Wakefield Asset Management LLLP | History | Reduced | 4,272 | 2,679 | 0.73% | 0.75% | 1890 | -220 | -4.9% | Q4 2025 | Feb 05, 2026 |
| Glaxis Capital Management, LLC | History | Added to | 4,265 | 2,674 | 4.58% | 4.31% | 1891 | +24 | 0.57% | Q4 2025 | Feb 12, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 4,253 | 2,666 | 0.18% | 0.18% | 1892 | -52 | -1.21% | Q4 2025 | Feb 20, 2026 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | History | Added to | 4,167 | 2,665 | 0.02% | 0.02% | 1893 | +724 | 21.03% | Q4 2025 | Jan 28, 2026 |
| J. Derek Lewis & Associates Inc. | History | New | 4,246 | 2,663 | 0.62% | — | 1895 | +4,246 | New | Q4 2025 | Mar 23, 2026 |
| Johnson Financial Group, Inc. | History | Reduced | 4,247 | 2,663 | 0.1% | 0.1% | 1894 | -120 | -2.75% | Q4 2025 | Feb 12, 2026 |
| FSM Wealth Advisors, LLC | History | Reduced | 4,244 | 2,661 | 0.36% | 0.52% | 1897 | -1,772 | -29.45% | Q4 2025 | Jan 23, 2026 |
| REBALANCE, LLC | History | Reduced | 4,244 | 2,661 | 0.16% | 0.16% | 1896 | -125 | -2.86% | Q4 2025 | Jan 15, 2026 |
| Cardinal Point Capital Management ULC | History | Added to | 4,237 | 2,657 | 0.17% | 0.18% | 1898 | +125 | 3.04% | Q4 2025 | Feb 05, 2026 |
| Downshift Financial, LLC | History | New | 4,263 | 2,653 | 1.64% | — | 1899 | +4,263 | New | Q4 2025 | Mar 11, 2026 |
| Cheviot Value Management, LLC | History | Added to | 4,140 | 2,647 | 0.26% | 0.26% | 1900 | +244 | 6.26% | Q4 2025 | Feb 03, 2026 |
| Cannon Financial Strategists, Inc. | History | Added to | 4,206 | 2,637 | 0.37% | 0.34% | 1901 | +279 | 7.1% | Q4 2025 | Feb 04, 2026 |
| Laurel Wealth Advisors LLC | History | Added to | 4,196 | 2,631 | 0.35% | 0.35% | 1902 | +95 | 2.32% | Q4 2025 | Jan 30, 2026 |
| Capital Asset Advisory Services LLC | History | Added to | 4,135 | 2,630 | 0.11% | 0.09% | 1903 | +651 | 18.69% | Q4 2025 | Jan 09, 2026 |
| ALESCO ADVISORS LLC | History | Added to | 4,188 | 2,626 | 0.07% | 0.07% | 1904 | +101 | 2.47% | Q4 2025 | Jan 28, 2026 |
| CFO CAPITAL MANAGEMENT LLC | History | New | 4,170 | 2,615 | 1.96% | — | 1905 | +4,170 | New | Q4 2025 | Mar 02, 2026 |
| HARMONY ASSET MANAGEMENT LLC | History | Added to | 4,164 | 2,611 | 0.88% | 0.68% | 1907 | +923 | 28.48% | Q4 2025 | Feb 06, 2026 |
| S&T BANK/PA | History | No change | 4,165 | 2,611 | 0.83% | 0.72% | 1906 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Capital Advantage, Inc. | History | Added to | 4,163 | 2,610 | 0.35% | 0.37% | 1908 | +152 | 3.79% | Q4 2025 | Jan 07, 2026 |
| REICON WEALTH ADVISORS, LLC | History | New | 4,160 | 2,608 | 1.89% | — | 1909 | +4,160 | New | Q4 2025 | Jan 30, 2026 |
| WP Advisors, LLC | History | Reduced | 4,152 | 2,604 | 0.65% | 0.66% | 1910 | -81 | -1.91% | Q4 2025 | Jan 28, 2026 |
| Occidental Asset Management, LLC | History | Added to | 4,149 | 2,602 | 0.31% | 0.29% | 1911 | +347 | 9.13% | Q4 2025 | Jan 08, 2026 |
| Stonebridge Financial Planning Group, LLC | History | Added to | 4,145 | 2,599 | 0.94% | 0.9% | 1912 | +224 | 5.71% | Q4 2025 | Feb 05, 2026 |
| Onyx Bridge Wealth Group LLC | History | Reduced | 4,133 | 2,591 | 0.28% | 0.28% | 1913 | -25 | -0.6% | Q4 2025 | Feb 18, 2026 |
| Second Line Capital, LLC | History | Reduced | 4,129 | 2,589 | 0.53% | 0.53% | 1914 | -56 | -1.34% | Q4 2025 | Feb 17, 2026 |
| J HAGAN CAPITAL, INC. | History | Reduced | 4,121 | 2,584 | 1.43% | 2.65% | 1915 | -3,013 | -42.23% | Q4 2025 | Feb 17, 2026 |
| Diversified Portfolios, Inc. | History | Added to | 4,117 | 2,581 | 0.21% | 0.19% | 1916 | +609 | 17.36% | Q4 2025 | Feb 09, 2026 |
| ARRIEN INVESTMENTS, INC. | History | Reduced | 4,105 | 2,574 | 1.45% | 1.53% | 1917 | -163 | -3.82% | Q4 2025 | Jan 30, 2026 |
| Able Wealth Management LLC | History | Added to | 4,080 | 2,558 | 0.81% | 0.34% | 1918 | +2,615 | 178.5% | Q4 2025 | Jan 27, 2026 |
| Bell Investment Advisors, Inc | History | Reduced | 4,073 | 2,554 | 0.4% | 0.41% | 1919 | -28 | -0.68% | Q4 2025 | Feb 24, 2026 |
| MGB Wealth Management, LLC | History | Reduced | 4,058 | 2,546 | 0.73% | 0.72% | 1920 | -130 | -3.1% | Q4 2025 | Feb 17, 2026 |
| Sandhill Capital Partners LLC | History | Added to | 4,056 | 2,543 | 0.18% | 0.11% | 1921 | +1,507 | 59.12% | Q4 2025 | Feb 12, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Reduced | 4,053 | 2,541 | 0.01% | 0.01% | 1922 | -71 | -1.72% | Q4 2025 | Feb 13, 2026 |
| R.H. Investment Group, LLC | History | Reduced | 4,048 | 2,538 | 2.13% | 2.17% | 1923 | -40 | -0.98% | Q4 2025 | Jan 16, 2026 |
| Compton Wealth Advisory Group, LLC | History | Added to | 4,046 | 2,537 | 0.55% | 0.53% | 1924 | +332 | 8.94% | Q4 2025 | Jan 13, 2026 |
| Trueblood Wealth Management, LLC | History | Added to | 4,044 | 2,535 | 0.99% | 0.88% | 1925 | +356 | 9.65% | Q4 2025 | Jan 21, 2026 |
| Chesley Taft & Associates LLC | History | Added to | 4,026 | 2,524 | 0.1% | 0.09% | 1926 | +402 | 11.09% | Q4 2025 | Jan 14, 2026 |
| Trivium Point Advisory, LLC | History | Added to | 4,020 | 2,521 | 0.25% | 0.22% | 1927 | +451 | 12.64% | Q4 2025 | Jan 26, 2026 |
| Vantage Financial Partners, LLC | History | Added to | 4,011 | 2,515 | 0.51% | 0.52% | 1928 | +6 | 0.15% | Q4 2025 | Feb 03, 2026 |
| Fortis Capital Management LLC | History | Added to | 4,009 | 2,513 | 0.33% | 0.32% | 1929 | +324 | 8.79% | Q4 2025 | Feb 13, 2026 |
| Odyssey Capital Advisors, Inc. | History | New | 4,007 | 2,512 | 2.23% | — | 1930 | +4,007 | New | Q4 2025 | Feb 05, 2026 |
| ADAMSBROWN WEALTH CONSULTANTS LLC | History | Added to | 4,001 | 2,509 | 0.7% | 0.51% | 1932 | +966 | 31.83% | Q4 2025 | Jan 13, 2026 |
| Index Fund Advisors, Inc. | History | Added to | 4,002 | 2,509 | 0.12% | 0.12% | 1931 | +11 | 0.28% | Q4 2025 | Jan 29, 2026 |
| Virtus Wealth Solutions LLC | History | Added to | 3,999 | 2,507 | 0.48% | 0.41% | 1933 | +515 | 14.78% | Q4 2025 | Jan 29, 2026 |
| IMG Wealth Management, Inc. | History | Reduced | 3,993 | 2,504 | 1.59% | 4.19% | 1934 | -6,111 | -60.48% | Q4 2025 | Feb 05, 2026 |
| Zullo Investment Group, Inc. | History | No change | 3,990 | 2,502 | 0.92% | 0.9% | 1935 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| WEALTH EFFECTS LLC | History | Added to | 3,981 | 2,496 | 0.78% | 0.72% | 1936 | +311 | 8.47% | Q4 2025 | Jan 26, 2026 |
| WASHBURN CAPITAL MANAGEMENT, INC. | History | Added to | 3,974 | 2,492 | 1.37% | 1.27% | 1937 | +260 | 7.0% | Q4 2025 | Jan 22, 2026 |
| Mascoma Wealth Management LLC | History | Added to | 3,970 | 2,489 | 0.53% | 0.54% | 1938 | +2 | 0.05% | Q4 2025 | Feb 04, 2026 |
| Wingate Wealth Advisors, Inc. | History | Added to | 3,968 | 2,488 | 1.39% | 1.45% | 1939 | +538 | 15.69% | Q4 2025 | Jan 28, 2026 |
| PTM WEALTH MANAGEMENT, LLC | History | Added to | 3,918 | 2,477 | 1.4% | 1.35% | 1940 | +249 | 6.79% | Q4 2025 | Jan 09, 2026 |
| Englebert Financial Advisers, LLC | History | New | 3,947 | 2,475 | 2.83% | — | 1942 | +3,947 | New | Q4 2025 | Feb 04, 2026 |
| ADVISORY RESEARCH INC | History | Reduced | 3,947 | 2,475 | 0.31% | 0.44% | 1941 | -1,582 | -28.61% | Q4 2025 | Feb 13, 2026 |
| Mission Creek Capital Partners, Inc. | History | Added to | 3,943 | 2,472 | 0.5% | 0.2% | 1943 | +2,282 | 137.39% | Q4 2025 | Feb 12, 2026 |
| Cercano Management LLC | History | No change | 3,941 | 2,471 | 0.09% | 0.09% | 1944 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Oxbow Advisors, LLC | History | Added to | 3,933 | 2,466 | 0.22% | 0.21% | 1945 | +286 | 7.84% | Q4 2025 | Feb 04, 2026 |
| Heritage Wealth Management, Inc. | History | Added to | 3,928 | 2,463 | 0.68% | 0.68% | 1946 | +124 | 3.26% | Q4 2025 | Jan 26, 2026 |
| UNIQUE WEALTH, LLC | History | Added to | 3,925 | 2,461 | 0.34% | 0.35% | 1947 | +32 | 0.82% | Q4 2025 | Jan 06, 2026 |
| MidWestOne Financial Group, Inc. | History | Reduced | 3,915 | 2,455 | 0.27% | 0.3% | 1948 | -136 | -3.36% | Q4 2025 | Feb 12, 2026 |
| GREAT OAK CAPITAL PARTNERS, LLC | History | Added to | 3,902 | 2,451 | 0.61% | 0.62% | 1949 | +57 | 1.48% | Q4 2025 | Jan 06, 2026 |
| Nova Wealth Management, Inc. | History | Reduced | 3,906 | 2,449 | 1.68% | 1.71% | 1950 | -53 | -1.34% | Q4 2025 | Jan 14, 2026 |
| FIDUCIARY FAMILY OFFICE, LLC | History | Added to | 3,894 | 2,442 | 0.7% | 0.67% | 1951 | +25 | 0.65% | Q4 2025 | Feb 10, 2026 |
| Strata Wealth Advisors, LLC | History | Added to | 3,893 | 2,441 | 0.68% | 0.54% | 1952 | +566 | 17.01% | Q4 2025 | Feb 12, 2026 |
| Advocacy Wealth Management, LLC | History | Added to | 3,888 | 2,438 | 0.1% | 0.1% | 1953 | +227 | 6.2% | Q4 2025 | Feb 11, 2026 |
| Capstone Financial Advisors, Inc. | History | Added to | 3,878 | 2,431 | 0.13% | 0.08% | 1954 | +1,520 | 64.46% | Q4 2025 | Feb 17, 2026 |
| Sandbox Financial Partners, LLC | History | Added to | 3,866 | 2,424 | 0.67% | 0.6% | 1955 | +423 | 12.29% | Q4 2025 | Jan 07, 2026 |
| HTG Investment Advisors, Inc. | History | Reduced | 3,861 | 2,421 | 0.74% | 0.8% | 1956 | -32 | -0.82% | Q4 2025 | Feb 02, 2026 |
| MidFirst Bank | History | New | 3,859 | 2,420 | 0.19% | — | 1957 | +3,859 | New | Q4 2025 | Feb 25, 2026 |
| CULBERTSON A N & CO INC | History | Reduced | 3,846 | 2,411 | 0.33% | 0.35% | 1958 | -201 | -4.97% | Q4 2025 | Jan 21, 2026 |
| Fearless Solutions, LLC dba Best Invest | History | No change | 3,829 | 2,401 | 1.45% | 1.5% | 1959 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Heritage Financial Services, LLC | History | Reduced | 3,828 | 2,400 | 0.2% | 0.24% | 1960 | -497 | -11.49% | Q4 2025 | Feb 02, 2026 |
| Prime Buchholz LLC | History | Reduced | 3,818 | 2,394 | 1.42% | 1.78% | 1961 | -1,486 | -28.02% | Q4 2025 | Feb 11, 2026 |
| JPL Wealth Management, LLC | History | Reduced | 3,816 | 2,393 | 0.58% | 0.7% | 1962 | -978 | -20.4% | Q4 2025 | Feb 12, 2026 |
| EAGLE GLOBAL ADVISORS LLC | History | Added to | 3,805 | 2,385 | 0.09% | 0.09% | 1963 | +31 | 0.82% | Q4 2025 | Jan 28, 2026 |
| Uniting Wealth Partners, LLC | History | Reduced | 3,793 | 2,378 | 0.73% | 0.61% | 1964 | -391 | -9.35% | Q4 2025 | Feb 13, 2026 |
| KLCM Advisors, Inc. | History | New | 3,789 | 2,376 | 0.2% | — | 1965 | +3,789 | New | Q4 2025 | Feb 04, 2026 |
| TILIA FIDUCIARY PARTNERS, INC. | History | Added to | 3,788 | 2,375 | 1.31% | 0.99% | 1966 | +980 | 34.9% | Q4 2025 | Jan 12, 2026 |
| Fullerton Advisors, LLC | History | New | 3,777 | 2,368 | 2.37% | — | 1968 | +3,777 | New | Q4 2025 | Feb 02, 2026 |
| Clarity Wealth Advisors, LLC | History | Added to | 3,776 | 2,368 | 0.48% | 0.49% | 1967 | +154 | 4.25% | Q4 2025 | Jan 23, 2026 |
| Avantax Planning Partners, Inc. | History | Reduced | 3,775 | 2,367 | 0.07% | 0.07% | 1969 | -53 | -1.38% | Q4 2025 | Feb 05, 2026 |
| Strategies Wealth Advisors, LLC | History | Reduced | 3,770 | 2,364 | 0.24% | 0.26% | 1970 | -286 | -7.05% | Q4 2025 | Feb 13, 2026 |
| ORRSTOWN FINANCIAL SERVICES INC | History | Reduced | 3,762 | 2,359 | 0.39% | 0.44% | 1971 | -430 | -10.26% | Q4 2025 | Jan 15, 2026 |
| Private Wealth Group, LLC | History | No change | 3,758 | 2,356 | 1.13% | 1.14% | 1972 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Tamar Securities, LLC | History | Added to | 3,755 | 2,354 | 0.25% | 0.24% | 1973 | +264 | 7.56% | Q4 2025 | Feb 13, 2026 |
| TRED AVON FAMILY WEALTH, LLC | History | Reduced | 3,753 | 2,353 | 0.77% | 0.95% | 1974 | -761 | -16.86% | Q4 2025 | Jan 27, 2026 |
| Peoples Bank/KS | History | Reduced | 3,738 | 2,344 | 2.36% | 2.34% | 1975 | -105 | -2.73% | Q4 2025 | Jan 08, 2026 |
| ALPHA CAPITAL ADVISORS INC /ADV | History | New | 3,671 | 2,342 | 2.17% | — | 1976 | +3,671 | New | Q4 2025 | Feb 18, 2026 |
| Burton Enright Welch | History | Added to | 3,732 | 2,340 | 0.33% | 0.3% | 1977 | +490 | 15.11% | Q4 2025 | Feb 13, 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | History | Added to | 3,724 | 2,335 | 0.2% | 0.19% | 1978 | +33 | 0.89% | Q4 2025 | Jan 15, 2026 |
| WESCAP Management Group, Inc. | History | Added to | 3,721 | 2,333 | 0.47% | 0.42% | 1979 | +430 | 13.07% | Q4 2025 | Feb 11, 2026 |
| Strategic Wealth Advisors LLC | History | New | 3,714 | 2,329 | 1.99% | — | 1980 | +3,714 | New | Q4 2025 | Feb 03, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | Reduced | 3,708 | 2,325 | 0.03% | 0.03% | 1981 | -176 | -4.53% | Q4 2025 | Feb 12, 2026 |
| Aries Wealth Management | History | Reduced | 3,707 | 2,324 | 0.51% | 0.55% | 1982 | -100 | -2.63% | Q4 2025 | Jan 30, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | Added to | 3,703 | 2,321 | 0.75% | 0.09% | 1983 | +2,858 | 338.22% | Q4 2025 | Jan 27, 2026 |
| Exit Wealth Advisors, LLC. | History | Added to | 3,697 | 2,318 | 1.37% | 1.29% | 1984 | +537 | 16.99% | Q4 2025 | Feb 10, 2026 |
| KMT WEALTH MANAGEMENT, LLC | History | Added to | 3,692 | 2,315 | 1.24% | 1.18% | 1985 | +111 | 3.1% | Q4 2025 | Feb 05, 2026 |
| Valtinson Bruner Financial Planning LLC | History | Added to | 3,689 | 2,313 | 0.67% | 0.67% | 1986 | +8 | 0.22% | Q4 2025 | Feb 09, 2026 |
| Coastal Bridge Advisors, LLC | History | Added to | 3,676 | 2,305 | 0.17% | 0.12% | 1987 | +1,154 | 45.76% | Q4 2025 | Feb 18, 2026 |
| BAKER BOYER NATIONAL BANK | History | Added to | 3,675 | 2,304 | 0.7% | 0.75% | 1988 | +2 | 0.05% | Q4 2025 | Feb 03, 2026 |
| Harfst & Associates, Inc. | History | Reduced | 3,671 | 2,302 | 0.42% | 0.46% | 1989 | -423 | -10.33% | Q4 2025 | Feb 10, 2026 |
| Glen Eagle Advisors, LLC | History | Added to | 3,666 | 2,299 | 0.31% | 0.22% | 1990 | +1,076 | 41.54% | Q4 2025 | Feb 13, 2026 |
| Equity Wealth Partners, LLC | History | Added to | 3,667 | 2,299 | 1.49% | 1.75% | 1991 | +137 | 3.88% | Q4 2025 | Jan 26, 2026 |
| SNOWWATER INVESTMENT PARTNERS, LLC | History | New | 3,661 | 2,295 | 2.11% | — | 1992 | +3,661 | New | Q4 2025 | Feb 13, 2026 |
| Berkeley, Inc | History | Reduced | 3,642 | 2,284 | 0.73% | 0.75% | 1993 | -143 | -3.78% | Q4 2025 | Jan 26, 2026 |
| Presper Financial Architects, LLC | History | No change | 3,635 | 2,279 | 1.29% | 1.29% | 1994 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| CHERRYDALE WEALTH MANAGEMENT, LLC | History | Added to | 3,628 | 2,275 | 0.69% | 0.69% | 1995 | +20 | 0.55% | Q4 2025 | Jan 13, 2026 |
| Alaethes Wealth, LLC | History | Added to | 3,619 | 2,269 | 0.64% | 0.62% | 1996 | +50 | 1.4% | Q4 2025 | Feb 12, 2026 |
| Stonebridge Financial Group, LLC | History | Reduced | 3,617 | 2,268 | 0.19% | 0.2% | 1997 | -40 | -1.09% | Q4 2025 | Jan 21, 2026 |
| Compass Ion Advisors, LLC | History | Added to | 3,610 | 2,264 | 0.22% | 0.21% | 1998 | +4 | 0.11% | Q4 2025 | Jan 29, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | Added to | 3,607 | 2,261 | 0.79% | 0.73% | 1999 | +308 | 9.34% | Q4 2025 | Feb 09, 2026 |
| IBEX WEALTH ADVISORS | History | Added to | 3,599 | 2,257 | 0.22% | 0.15% | 2000 | +1,086 | 43.22% | Q4 2025 | Feb 17, 2026 |