VANGUARD INDEX FUNDS - VOT
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 11 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Added to | 2,972,164 | 829,650 | 0.05% | 0.05% | 1 | +43,368 | 1.48% | Q4 2025 | Feb 13, 2026 |
| ASSETMARK, INC | History | Added to | 2,218,378 | 619,238 | 1.26% | 1.36% | 2 | +61,388 | 2.85% | Q4 2025 | Jan 23, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 2,102,848 | 586,988 | 0.04% | 0.04% | 3 | +175,387 | 9.1% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 1,777,796 | 496,254 | 0.08% | — | 4 | +1,777,796 | New | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,615,293 | 450,893 | 0.08% | 0.09% | 5 | +40,251 | 2.56% | Q4 2025 | Feb 13, 2026 |
| EP Wealth Advisors, LLC | History | New | 1,405,344 | 392,287 | 2.04% | — | 6 | +1,405,344 | New | Q4 2025 | Feb 18, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 1,104,059 | 308,186 | 0.17% | 0.2% | 7 | -11,797 | -1.06% | Q4 2025 | Feb 06, 2026 |
| Truepoint, Inc. | History | Added to | 1,068,574 | 298,281 | 6.71% | 7.13% | 8 | +25,761 | 2.47% | Q4 2025 | Feb 11, 2026 |
| UBS Group AG | History | Reduced | 1,060,148 | 295,929 | 0.05% | 0.05% | 9 | -10,431 | -0.97% | Q4 2025 | Jan 29, 2026 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | History | Added to | 984,312 | 274,760 | 2.21% | 2.25% | 10 | +47,735 | 5.1% | Q4 2025 | Jan 27, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 902,235 | 251,849 | 0.16% | 0.14% | 11 | +163,438 | 22.12% | Q4 2025 | Feb 10, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 882,883 | 246,447 | 0.15% | 0.16% | 12 | +76,421 | 9.48% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Added to | 876,401 | 244,638 | 0.07% | 0.07% | 13 | +55,656 | 6.78% | Q4 2025 | Feb 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 675,777 | 188,636 | 0.06% | 0.06% | 14 | +24,728 | 3.8% | Q4 2025 | Feb 10, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 672,555 | 187,737 | 1.42% | 1.45% | 15 | +51,255 | 8.25% | Q4 2025 | Feb 12, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 612,630 | 171,010 | 0.41% | 0.45% | 16 | -12,302 | -1.97% | Q4 2025 | Feb 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 555,289 | 155,003 | 0.05% | 0.04% | 17 | +108,818 | 24.37% | Q4 2025 | Feb 18, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 504,141 | 140,731 | 0.13% | 0.13% | 18 | +22,982 | 4.78% | Q4 2025 | Feb 13, 2026 |
| STEPHENS GROUP ASSET MANAGEMENT, LLC | History | Added to | 454,773 | 126,945 | 8.48% | 8.87% | 19 | +7,008 | 1.57% | Q4 2025 | Jan 08, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 424,430 | 118,475 | 0.21% | 0.25% | 20 | -2,811 | -0.66% | Q4 2025 | Mar 16, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 363,929 | 101,553 | 0.02% | 0.02% | 21 | +60,230 | 19.83% | Q4 2025 | Feb 17, 2026 |
| Avior Wealth Management, LLC | History | Added to | 349,157 | 97,435 | 3.04% | 3.25% | 22 | +5,566 | 1.62% | Q4 2025 | Jan 06, 2026 |
| Align Financial, LLC | History | New | 96,582 | 96,582 | 0.06% | — | 23 | +96,582 | New | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 332,626 | 92,849 | 0.12% | 0.14% | 24 | -24,694 | -6.91% | Q4 2025 | Feb 12, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 281,923 | 78,695 | 0.1% | 0.1% | 25 | +22,508 | 8.68% | Q4 2025 | Feb 02, 2026 |
| FMR LLC | History | Added to | 250,251 | 69,855 | 0.0% | 0.0% | 26 | +1,068 | 0.43% | Q4 2025 | Feb 17, 2026 |
| Waverly Advisors, LLC | History | Reduced | 249,113 | 69,537 | 0.56% | 0.74% | 27 | -4,473 | -1.76% | Q4 2025 | Feb 17, 2026 |
| Busey Bank | History | Added to | 240,737 | 67,199 | 1.77% | 0.04% | 28 | +235,362 | 4378.83% | Q4 2025 | Jan 27, 2026 |
| Cetera Investment Advisers | History | Added to | 224,545 | 62,679 | 0.07% | 0.08% | 29 | +1,693 | 0.76% | Q4 2025 | Feb 17, 2026 |
| Orgel Wealth Management, LLC | History | Reduced | 215,245 | 60,083 | 1.33% | 1.47% | 30 | -4,208 | -1.92% | Q4 2025 | Jan 07, 2026 |
| McAdam, LLC | History | Added to | 203,205 | 56,722 | 2.6% | 2.8% | 31 | +9,583 | 4.95% | Q4 2025 | Feb 13, 2026 |
| Equitable Holdings, Inc. | History | Added to | 186,801 | 52,143 | 0.36% | 0.39% | 32 | +4,639 | 2.55% | Q4 2025 | Feb 17, 2026 |
| US BANCORP \DE\ | History | Added to | 182,929 | 51,084 | 0.06% | 0.04% | 33 | +56,533 | 44.73% | Q4 2025 | Jan 30, 2026 |
| Private Advisor Group, LLC | History | Added to | 181,462 | 50,653 | 0.24% | 0.26% | 34 | +2,332 | 1.3% | Q4 2025 | Feb 17, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 174,148 | 48,611 | 0.08% | 0.01% | 35 | +151,715 | 676.3% | Q4 2025 | Feb 12, 2026 |
| Mariner, LLC | History | Added to | 170,336 | 47,548 | 0.06% | 0.06% | 36 | +7,418 | 4.55% | Q4 2025 | Feb 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 165,013 | 46,061 | 0.0% | 0.0% | 37 | +5,989 | 3.77% | Q4 2025 | Feb 11, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 161,397 | 45,052 | 0.11% | 0.13% | 38 | +1,003 | 0.63% | Q4 2025 | Feb 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 161,214 | 45,001 | 0.02% | 0.03% | 39 | -54,513 | -25.27% | Q4 2025 | Feb 10, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 158,280 | 44,216 | 0.06% | 0.13% | 40 | -150,477 | -48.74% | Q4 2025 | Feb 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 149,851 | 43,263 | 0.06% | 0.07% | 41 | +2,560 | 1.74% | Q4 2025 | Jan 08, 2026 |
| Trust Co | History | Added to | 154,389 | 43,096 | 4.04% | 4.53% | 42 | +3,511 | 2.33% | Q4 2025 | Jan 15, 2026 |
| 1832 Asset Management L.P. | History | Added to | 152,879 | 42,674 | 0.03% | 0.03% | 43 | +6,547 | 4.47% | Q4 2025 | Feb 13, 2026 |
| NewEdge Advisors, LLC | History | Added to | 145,233 | 40,540 | 0.15% | 0.19% | 44 | +5,292 | 3.78% | Q4 2025 | Feb 18, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 143,255 | 39,988 | 0.16% | 0.17% | 45 | +17,070 | 13.53% | Q4 2025 | Feb 13, 2026 |
| Creative Planning | History | Reduced | 138,561 | 38,677 | 0.03% | 0.03% | 46 | -12 | -0.01% | Q4 2025 | Feb 17, 2026 |
| KWMG, LLC | History | Added to | 137,813 | 38,469 | 3.32% | 3.5% | 47 | +1,981 | 1.46% | Q4 2025 | Jan 16, 2026 |
| HighTower Advisors, LLC | History | Added to | 133,573 | 37,285 | 0.04% | 0.04% | 48 | +1,080 | 0.82% | Q4 2025 | Feb 06, 2026 |
| CWM, LLC | History | Added to | 131,898 | 36,818 | 0.1% | 0.06% | 49 | +59,536 | 82.28% | Q4 2025 | Jan 26, 2026 |
| Wilmington Savings Fund Society, FSB | History | Reduced | 115,759 | 32,312 | 0.76% | 0.84% | 50 | -2,723 | -2.3% | Q4 2025 | Feb 12, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 113,656 | 31,732 | 0.35% | 0.35% | 51 | +6,903 | 6.47% | Q4 2025 | Feb 02, 2026 |
| WoodTrust Financial Corp | History | Added to | 109,078 | 30,448 | 3.55% | 3.8% | 52 | +375 | 0.34% | Q4 2025 | Jan 30, 2026 |
| Bragg Financial Advisors, Inc | History | Added to | 108,818 | 30,375 | 0.99% | 1.01% | 53 | +5,054 | 4.87% | Q4 2025 | Feb 13, 2026 |
| Glenview Trust Co | History | Added to | 106,471 | 29,720 | 0.46% | 0.47% | 54 | +6,442 | 6.44% | Q4 2025 | Feb 09, 2026 |
| Cassaday & Co Wealth Management LLC | History | Reduced | 104,768 | 29,244 | 0.62% | 0.72% | 55 | -1,164 | -1.1% | Q4 2025 | Feb 03, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Reduced | 102,874 | 28,716 | 1.38% | 1.51% | 56 | -765 | -0.74% | Q4 2025 | Feb 04, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 101,398 | 28,304 | 0.3% | 0.32% | 57 | +28,437 | 38.98% | Q4 2025 | Jan 23, 2026 |
| Rodgers & Associates, LTD | History | Added to | 97,285 | 27,156 | 2.75% | 2.86% | 58 | +2,946 | 3.12% | Q4 2025 | Jan 22, 2026 |
| Adventist Health System/ West | History | No change | 96,768 | 27,011 | 4.54% | 4.63% | 59 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| BHK Investment Advisors, LLC | History | Added to | 96,154 | 26,840 | 8.82% | 9.44% | 60 | +10,097 | 11.73% | Q4 2025 | Feb 03, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 95,219 | 26,579 | 0.66% | 0.58% | 61 | +19,360 | 25.52% | Q4 2025 | Feb 09, 2026 |
| PRESILIUM PRIVATE WEALTH, LLC | History | Added to | 93,548 | 26,112 | 4.77% | 4.81% | 62 | +7,253 | 8.4% | Q4 2025 | Jan 13, 2026 |
| Dakota Wealth Management | History | Added to | 92,587 | 25,844 | 0.46% | 0.51% | 63 | +6,129 | 7.09% | Q4 2025 | Jan 13, 2026 |
| AIRE ADVISORS, LLC | History | Added to | 87,075 | 24,306 | 4.44% | 4.62% | 64 | +413 | 0.48% | Q4 2025 | Feb 17, 2026 |
| Betterment LLC | History | Added to | 86,435 | 24,127 | 0.05% | 0.05% | 65 | +1,896 | 2.24% | Q4 2025 | Feb 12, 2026 |
| Black Diamond Financial, LLC | History | Added to | 83,429 | 23,288 | 2.46% | 2.58% | 66 | +5,119 | 6.54% | Q4 2025 | Feb 03, 2026 |
| Praetorian Wealth Management, Inc. | History | Added to | 83,096 | 23,195 | 4.6% | 4.96% | 67 | +746 | 0.91% | Q4 2025 | Jan 14, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 82,780 | 23,107 | 0.03% | 0.04% | 68 | +1,023 | 1.25% | Q4 2025 | Feb 10, 2026 |
| ASSOCIATED BANC-CORP | History | Added to | 80,175 | 22,380 | 0.57% | 0.3% | 69 | +41,891 | 109.42% | Q4 2025 | Feb 06, 2026 |
| Corient Private Wealth LLC | History | Added to | 89,061 | 21,910 | 0.03% | 0.04% | 70 | +11,544 | 14.89% | Q4 2025 | Mar 09, 2026 |
| MAI Capital Management | History | Reduced | 75,344 | 21,031 | 0.12% | 0.14% | 71 | -1,226 | -1.6% | Q4 2025 | Feb 13, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 72,212 | 20,157 | 0.14% | 0.18% | 72 | +1,294 | 1.82% | Q4 2025 | Feb 18, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | Reduced | 71,437 | 19,941 | 1.61% | 1.76% | 73 | -1,776 | -2.43% | Q4 2025 | Feb 06, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 65,824 | 18,373 | 0.05% | 0.04% | 74 | +17,218 | 35.42% | Q4 2025 | Feb 17, 2026 |
| Tidal Investments LLC | History | Added to | 65,595 | 18,310 | 0.04% | 0.02% | 75 | +31,147 | 90.42% | Q4 2025 | Feb 13, 2026 |
| IFP Advisors, Inc | History | Added to | 65,257 | 18,215 | 0.41% | 0.49% | 76 | +1,544 | 2.42% | Q4 2025 | Feb 06, 2026 |
| &PARTNERS | History | Added to | 64,369 | 17,968 | 0.09% | 0.12% | 77 | +2,730 | 4.43% | Q4 2025 | Feb 17, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 63,945 | 17,879 | 0.14% | — | 78 | +63,945 | New | Q4 2025 | Feb 18, 2026 |
| Focus Partners Wealth | History | Added to | 62,227 | 17,370 | 0.02% | 0.03% | 79 | +5,031 | 8.8% | Q4 2025 | Feb 13, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 61,411 | 17,142 | 0.04% | 0.04% | 80 | +3,641 | 6.3% | Q4 2025 | Feb 11, 2026 |
| Roberts Financial Services LLC | History | Added to | 59,122 | 16,503 | 5.18% | 5.5% | 81 | +1,208 | 2.09% | Q4 2025 | Jan 23, 2026 |
| Eagle Strategies LLC | History | Added to | 58,276 | 16,267 | 2.08% | 2.22% | 82 | +1,735 | 3.07% | Q4 2025 | Jan 23, 2026 |
| Baird Financial Group, Inc. | History | Added to | 57,925 | 16,169 | 0.03% | 0.03% | 83 | +1,068 | 1.88% | Q4 2025 | Feb 13, 2026 |
| Marion Wealth Management | History | Added to | 55,658 | 15,716 | 3.49% | 3.8% | 84 | +1,179 | 2.16% | Q4 2025 | Jan 26, 2026 |
| Opes Wealth Management LLC | History | Added to | 55,345 | 15,448 | 2.52% | 2.77% | 85 | +805 | 1.48% | Q4 2025 | Feb 02, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 53,239 | 14,861 | 0.04% | 0.04% | 86 | +7,961 | 17.58% | Q4 2025 | Feb 05, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 52,480 | 14,649 | 0.12% | 0.16% | 87 | -49,246 | -48.41% | Q4 2025 | Feb 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 51,501 | 14,376 | 0.08% | 0.11% | 88 | -13,698 | -21.01% | Q4 2025 | Feb 12, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 51,344 | 14,332 | 0.05% | 0.04% | 89 | +4,189 | 8.88% | Q4 2025 | Feb 02, 2026 |
| Clayton Financial Group LLC | History | Added to | 51,124 | 14,270 | 7.28% | 9.07% | 90 | +8,855 | 20.95% | Q4 2025 | Jan 21, 2026 |
| Axiom Financial Strategies, LLC | History | Added to | 50,304 | 14,041 | 5.91% | 6.21% | 91 | +1,176 | 2.39% | Q4 2025 | Jan 23, 2026 |
| Payne Capital Management, LLC | History | Added to | 49,574 | 13,838 | 4.37% | 4.59% | 92 | +1,090 | 2.25% | Q4 2025 | Feb 02, 2026 |
| COMMERCE BANK | History | Added to | 49,451 | 13,803 | 0.08% | 0.08% | 93 | +1,728 | 3.62% | Q4 2025 | Feb 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 48,809 | 13,624 | 0.0% | 0.0% | 94 | +22,943 | 88.7% | Q4 2025 | Feb 17, 2026 |
| Davis Investment Partners, LLC | History | Reduced | 47,669 | 13,402 | 4.69% | 5.04% | 95 | -2,587 | -5.15% | Q4 2025 | Jan 06, 2026 |
| Meramec Financial Planners, LLC | History | New | 48,546 | 13,299 | 5.18% | — | 96 | +48,546 | New | Q4 2025 | Feb 10, 2026 |
| Strategic Investment Advisors / MI | History | Added to | 47,548 | 13,282 | 1.15% | 1.2% | 97 | +2,278 | 5.03% | Q4 2025 | Feb 17, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 46,907 | 13,093 | 0.47% | 0.77% | 98 | -22,017 | -31.94% | Q4 2025 | Jan 27, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 46,551 | 12,994 | 0.34% | 0.4% | 99 | +1,018 | 2.24% | Q4 2025 | Feb 02, 2026 |
| Advisory Alpha, LLC | History | Added to | 46,487 | 12,976 | 0.35% | 0.38% | 100 | +84 | 0.18% | Q4 2025 | Feb 06, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 45,966 | 12,830 | 0.02% | 0.03% | 101 | -80 | -0.17% | Q4 2025 | Feb 17, 2026 |
| Avantax Planning Partners, Inc. | History | Reduced | 45,816 | 12,789 | 0.36% | 0.41% | 102 | -2,288 | -4.76% | Q4 2025 | Feb 05, 2026 |
| Compton Wealth Advisory Group, LLC | History | Reduced | 45,794 | 12,782 | 2.79% | 3.17% | 103 | -751 | -1.61% | Q4 2025 | Jan 13, 2026 |
| GHP Investment Advisors, Inc. | History | Added to | 45,616 | 12,733 | 0.52% | 0.56% | 104 | +619 | 1.38% | Q4 2025 | Jan 27, 2026 |
| FIRST HORIZON CORP | History | Reduced | 45,532 | 12,709 | 0.57% | 0.63% | 105 | -3 | -0.01% | Q4 2025 | Jan 27, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 44,533 | 12,431 | 0.08% | 0.08% | 106 | +1,597 | 3.72% | Q4 2025 | Jan 29, 2026 |
| Midwest Trust Co | History | Added to | 44,284 | 12,361 | 0.15% | 0.14% | 107 | +8,172 | 22.63% | Q4 2025 | Feb 04, 2026 |
| ARVEST INVESTMENTS, INC. | History | Added to | 43,770 | 12,218 | 1.72% | 1.77% | 108 | +1,880 | 4.49% | Q4 2025 | Jan 20, 2026 |
| Allworth Financial LP | History | New | 43,573 | 12,163 | 0.05% | — | 109 | +43,573 | New | Q4 2025 | Feb 05, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | Reduced | 43,143 | 12,042 | 0.6% | 0.63% | 110 | -217 | -0.5% | Q4 2025 | Feb 02, 2026 |
| LMCG INVESTMENTS, LLC | History | Reduced | 42,990 | 12,000 | 0.69% | 0.77% | 111 | -1,640 | -3.67% | Q4 2025 | Feb 03, 2026 |
| BOKF, NA | History | Added to | 42,582 | 11,886 | 0.18% | 0.17% | 112 | +4,140 | 10.77% | Q4 2025 | Feb 03, 2026 |
| NorthStar Asset Management LLC /NJ/ | History | Added to | 42,450 | 11,849 | 5.33% | 5.69% | 113 | +1,997 | 4.94% | Q4 2025 | Feb 10, 2026 |
| Wolff Financial Management LLC | History | Added to | 40,661 | 11,350 | 2.55% | 2.75% | 114 | +284 | 0.7% | Q4 2025 | Feb 06, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 39,317 | 10,975 | 0.02% | 0.02% | 115 | +2,637 | 7.19% | Q4 2025 | Feb 18, 2026 |
| INSPIRION WEALTH ADVISORS, LLC | History | Added to | 39,238 | 10,952 | 1.34% | 0.32% | 116 | +29,989 | 324.24% | Q4 2025 | Jan 09, 2026 |
| Connecticut Wealth Management, LLC | History | Added to | 38,447 | 10,732 | 0.47% | 0.5% | 117 | +40 | 0.1% | Q4 2025 | Feb 12, 2026 |
| REGIMEN WEALTH, LLC | History | Reduced | 38,204 | 10,664 | 3.12% | 3.34% | 118 | -137 | -0.36% | Q4 2025 | Feb 09, 2026 |
| Ocean Park Asset Management, LLC | History | Reduced | 37,660 | 10,512 | 0.49% | 1.18% | 119 | -60,007 | -61.44% | Q4 2025 | Jan 15, 2026 |
| Addison Advisors LLC | History | Added to | 37,299 | 10,411 | 2.34% | 2.5% | 120 | +659 | 1.8% | Q4 2025 | Feb 06, 2026 |
| INSPIRE TRUST CO, N.A. | History | Added to | 36,500 | 10,188 | 1.67% | 1.63% | 121 | +6,000 | 19.67% | Q4 2025 | Feb 10, 2026 |
| COMERICA BANK | History | Added to | 36,299 | 10,132 | 0.04% | 0.04% | 122 | +833 | 2.35% | Q4 2025 | Jan 29, 2026 |
| SAGE FINANCIAL GROUP INC | History | Added to | 36,290 | 10,129 | 0.67% | 0.71% | 123 | +678 | 1.9% | Q4 2025 | Jan 27, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 36,218 | 10,110 | 0.06% | 0.04% | 124 | +9,581 | 35.97% | Q4 2025 | Jan 29, 2026 |
| Marietta Wealth Management, LLC | History | Added to | 36,160 | 10,093 | 1.17% | 1.27% | 125 | +745 | 2.1% | Q4 2025 | Jan 28, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 36,100 | 10,076 | 0.11% | 0.16% | 126 | -2,652 | -6.84% | Q4 2025 | Feb 03, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 35,940 | 10,032 | 0.18% | 0.2% | 127 | +1,126 | 3.23% | Q4 2025 | Jan 16, 2026 |
| Gladwyn Financial Advisors, Inc. | History | Added to | 35,337 | 9,863 | 6.93% | 7.21% | 128 | +1,149 | 3.36% | Q4 2025 | Jan 08, 2026 |
| RTD Financial Advisors, Inc. | History | Reduced | 35,132 | 9,806 | 1.2% | 1.28% | 129 | -1,138 | -3.14% | Q4 2025 | Jan 27, 2026 |
| Fusion Capital, LLC | History | Added to | 33,173 | 9,260 | 2.6% | 2.56% | 130 | +2,977 | 9.86% | Q4 2025 | Feb 04, 2026 |
| Sound Income Strategies, LLC | History | Added to | 32,373 | 9,237 | 0.44% | 0.3% | 131 | +13,623 | 72.66% | Q4 2025 | Jan 21, 2026 |
| HRC WEALTH MANAGEMENT, LLC | History | Added to | 32,991 | 9,209 | 4.41% | 4.71% | 132 | +85 | 0.26% | Q4 2025 | Jan 21, 2026 |
| Prosperity Planning, Inc. | History | Added to | 32,398 | 9,043 | 2.37% | 2.56% | 133 | +102 | 0.32% | Q4 2025 | Jan 14, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Added to | 32,364 | 9,034 | 0.15% | 0.13% | 134 | +6,333 | 24.33% | Q4 2025 | Jan 28, 2026 |
| MorganRosel Wealth Management, LLC | History | Added to | 32,270 | 9,007 | 2.25% | 2.42% | 135 | +414 | 1.3% | Q4 2025 | Feb 13, 2026 |
| Operose Advisors LLC | History | Reduced | 32,111 | 8,963 | 2.09% | 2.81% | 136 | -6,231 | -16.25% | Q4 2025 | Feb 10, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 32,070 | 8,952 | 0.11% | 0.12% | 137 | +1,105 | 3.57% | Q4 2025 | Jan 29, 2026 |
| SWAN Capital LLC | History | Reduced | 31,979 | 8,926 | 3.47% | 3.98% | 138 | -1,465 | -4.38% | Q4 2025 | Feb 12, 2026 |
| Cerity Partners LLC | History | Added to | 31,662 | 8,837 | 0.01% | 0.01% | 139 | +4,239 | 15.46% | Q4 2025 | Feb 11, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Reduced | 30,898 | 8,625 | 0.09% | 0.1% | 140 | -308 | -0.99% | Q4 2025 | Feb 12, 2026 |
| Bare Financial Services, Inc | History | Added to | 30,746 | 8,582 | 2.39% | 2.5% | 141 | +2,237 | 7.85% | Q4 2025 | Feb 06, 2026 |
| CX Institutional | History | Added to | 30,063 | 8,392 | 0.25% | 0.26% | 142 | +489 | 1.65% | Q4 2025 | Feb 02, 2026 |
| Hapanowicz & Associates Financial Services, Inc | History | Added to | 29,468 | 8,226 | 3.22% | 3.94% | 143 | +417 | 1.44% | Q4 2025 | Feb 11, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 29,406 | 8,208 | 0.21% | 0.23% | 144 | -1,325 | -4.31% | Q4 2025 | Jan 07, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 29,342 | 8,190 | 0.0% | 0.0% | 145 | +383 | 1.32% | Q4 2025 | Feb 12, 2026 |
| Newbridge Financial Services Group, Inc. | History | Added to | 29,181 | 8,145 | 1.26% | 1.15% | 146 | +3,072 | 11.77% | Q4 2025 | Jan 21, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 29,109 | 8,125 | 0.68% | 0.77% | 147 | -2,283 | -7.27% | Q4 2025 | Feb 13, 2026 |
| PITTENGER & ANDERSON INC | History | Reduced | 28,760 | 8,028 | 0.31% | 0.31% | 148 | -220 | -0.76% | Q4 2025 | Feb 02, 2026 |
| Ally Invest Advisors Inc. | History | Added to | 28,443 | 7,939 | 0.55% | 0.58% | 149 | +781 | 2.82% | Q4 2025 | Feb 13, 2026 |
| 360 Financial, Inc. | History | Reduced | 28,123 | 7,850 | 2.37% | 2.79% | 150 | -1,398 | -4.74% | Q4 2025 | Feb 13, 2026 |
| Provident Wealth Management, LLC | History | Added to | 28,051 | 7,830 | 2.32% | 2.45% | 151 | +430 | 1.56% | Q4 2025 | Jan 28, 2026 |
| Ascent Group, LLC | History | Reduced | 27,422 | 7,654 | 0.26% | 0.29% | 152 | -189 | -0.68% | Q4 2025 | Jan 20, 2026 |
| BROWN ADVISORY INC | History | Added to | 27,094 | 7,563 | 0.01% | 0.01% | 153 | +3,603 | 15.34% | Q4 2025 | Feb 13, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 26,953 | 7,523 | 0.31% | 0.33% | 154 | +339 | 1.27% | Q4 2025 | Feb 09, 2026 |
| Texas Yale Capital Corp. | History | Added to | 26,898 | 7,508 | 0.23% | 0.21% | 155 | +4,456 | 19.86% | Q4 2025 | Feb 10, 2026 |
| Regal Investment Advisors LLC | History | Added to | 26,846 | 7,493 | 0.45% | 0.51% | 156 | +415 | 1.57% | Q4 2025 | Feb 17, 2026 |
| Everhart Financial Group, Inc. | History | Added to | 26,609 | 7,427 | 0.69% | 0.71% | 157 | +2,417 | 9.99% | Q4 2025 | Jan 07, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 26,604 | 7,426 | 0.0% | 0.0% | 158 | -13,075 | -32.95% | Q4 2025 | Mar 25, 2026 |
| JMG Financial Group, Ltd. | History | Reduced | 26,029 | 7,265 | 0.2% | 0.23% | 159 | -913 | -3.39% | Q4 2025 | Feb 10, 2026 |
| Farmers & Merchants Trust Co of Chambersburg PA | History | Reduced | 25,971 | 7,250 | 2.03% | 2.18% | 160 | -323 | -1.23% | Q4 2025 | Feb 02, 2026 |
| Redwood Investment Management, LLC | History | Added to | 25,816 | 7,206 | 0.81% | 0.73% | 161 | +2,829 | 12.31% | Q4 2025 | Feb 17, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 24,955 | 6,965 | 0.52% | 0.55% | 162 | +2,379 | 10.54% | Q4 2025 | Jan 07, 2026 |
| Aprio Wealth Management, LLC | History | Reduced | 24,834 | 6,932 | 0.4% | 0.75% | 163 | -846 | -3.29% | Q4 2025 | Jan 29, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 24,773 | 6,915 | 0.45% | 0.51% | 164 | -479 | -1.9% | Q4 2025 | Jan 23, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 24,717 | 6,899 | 0.08% | 0.11% | 165 | +2,788 | 12.71% | Q4 2025 | Jan 29, 2026 |
| Capital Investment Counsel, LLC | History | Added to | 24,652 | 6,881 | 0.96% | 1.05% | 166 | +302 | 1.24% | Q4 2025 | Feb 02, 2026 |
| Aufman Associates Inc | History | Reduced | 24,637 | 6,877 | 3.52% | 4.1% | 167 | -185 | -0.75% | Q4 2025 | Feb 11, 2026 |
| STEPHENS INC /AR/ | History | Added to | 24,636 | 6,876 | 0.09% | 0.09% | 168 | +798 | 3.35% | Q4 2025 | Feb 05, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 24,352 | 6,798 | 0.06% | 0.05% | 169 | +442 | 1.85% | Q4 2025 | Jan 05, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 23,987 | 6,695 | 0.25% | 0.06% | 170 | +20,699 | 629.53% | Q4 2025 | Feb 04, 2026 |
| NORTHERN TRUST CORP | History | Added to | 23,980 | 6,693 | 0.0% | 0.0% | 171 | +6,747 | 39.15% | Q4 2025 | Feb 17, 2026 |
| HB Wealth Management, LLC | History | Reduced | 23,893 | 6,669 | 0.04% | 0.05% | 172 | -104 | -0.43% | Q4 2025 | Jan 28, 2026 |
| KIECKHEFER GROUP LLC | History | Reduced | 23,527 | 6,567 | 3.12% | 3.25% | 173 | -99 | -0.42% | Q4 2025 | Jan 15, 2026 |
| Cranbrook Wealth Management, LLC | History | Reduced | 23,353 | 6,518 | 1.29% | 1.39% | 174 | -279 | -1.18% | Q4 2025 | Jan 28, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 22,878 | 6,386 | 0.09% | 0.06% | 175 | +9,863 | 75.78% | Q4 2025 | Feb 09, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | Reduced | 22,550 | 6,294 | 0.4% | 0.43% | 176 | -79 | -0.35% | Q4 2025 | Feb 17, 2026 |
| Merit Financial Group, LLC | History | Added to | 22,069 | 6,160 | 0.05% | 0.06% | 177 | +798 | 3.75% | Q4 2025 | Jan 26, 2026 |
| GENESIS PRIVATE WEALTH, LLC | History | Added to | 21,967 | 6,131 | 1.9% | 2.63% | 178 | +659 | 3.09% | Q4 2025 | Jan 08, 2026 |
| Zeit Capital LLC | History | Reduced | 21,935 | 6,122 | 4.13% | 4.39% | 179 | -73 | -0.33% | Q4 2025 | Jan 26, 2026 |
| HFG Advisors, Inc. | History | Reduced | 21,454 | 5,988 | 4.34% | 4.65% | 180 | -4 | -0.02% | Q4 2025 | Feb 13, 2026 |
| GREENUP STREET WEALTH MANAGEMENT LLC | History | Reduced | 21,088 | 5,886 | 0.85% | 0.98% | 181 | -571 | -2.64% | Q4 2025 | Jan 23, 2026 |
| IVC Wealth Advisors LLC | History | Reduced | 20,962 | 5,851 | 2.54% | 2.99% | 182 | -1,836 | -8.05% | Q4 2025 | Jan 16, 2026 |
| SOA Wealth Advisors, LLC. | History | Reduced | 20,949 | 5,847 | 0.99% | 1.09% | 183 | -776 | -3.57% | Q4 2025 | Jan 20, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 20,809 | 5,810 | 0.2% | 0.24% | 184 | -374 | -1.77% | Q4 2025 | Feb 04, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 20,785 | 5,801 | 0.21% | 0.24% | 185 | +3,412 | 19.64% | Q4 2025 | Feb 09, 2026 |
| Waterford Advisors, LLC | History | New | 22,986 | 5,773 | 2.26% | — | 186 | +22,986 | New | Q4 2025 | Feb 20, 2026 |
| Asset Management Group, Inc. | History | Added to | 20,538 | 5,733 | 0.93% | 0.99% | 187 | +35 | 0.17% | Q4 2025 | Feb 17, 2026 |
| CENTRAL TRUST Co | History | Reduced | 20,356 | 5,682 | 0.11% | 0.13% | 188 | -584 | -2.79% | Q4 2025 | Feb 02, 2026 |
| PLANNING DIRECTIONS INC | History | Added to | 20,135 | 5,620 | 2.83% | 2.92% | 189 | +1,077 | 5.65% | Q4 2025 | Jan 21, 2026 |
| MMA ASSET MANAGEMENT LLC | History | Added to | 20,054 | 5,597 | 2.0% | 1.92% | 190 | +480 | 2.45% | Q4 2025 | Feb 03, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 19,858 | 5,543 | 0.07% | 0.08% | 191 | +599 | 3.11% | Q4 2025 | Jan 30, 2026 |
| May Barnhard Investments LLC | History | Added to | 19,849 | 5,540 | 2.62% | 2.69% | 192 | +104 | 0.53% | Q4 2025 | Jan 28, 2026 |
| Goepper Burkhardt LLC | History | Reduced | 19,735 | 5,508 | 1.79% | 2.09% | 193 | -1,105 | -5.3% | Q4 2025 | Feb 09, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | Reduced | 19,307 | 5,389 | 0.59% | 0.67% | 194 | -186 | -0.95% | Q4 2025 | Feb 13, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 19,239 | 5,370 | 0.06% | 0.06% | 195 | -5 | -0.03% | Q4 2025 | Jan 13, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | History | Added to | 19,104 | 5,332 | 0.83% | 1.0% | 196 | +562 | 3.03% | Q4 2025 | Feb 03, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 19,077 | 5,325 | 0.1% | 0.11% | 197 | +453 | 2.43% | Q4 2025 | Jan 16, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | New | 19,003 | 5,304 | 0.67% | — | 198 | +19,003 | New | Q4 2025 | Jan 27, 2026 |
| FIRST UNITED BANK & TRUST | History | Added to | 18,508 | 5,166 | 1.65% | 1.67% | 199 | +1,036 | 5.93% | Q4 2025 | Jan 21, 2026 |
| TME FINANCIAL, INC. | History | Added to | 18,493 | 5,162 | 3.63% | 2.22% | 200 | +8,423 | 83.64% | Q4 2025 | Jan 27, 2026 |
| Caprock Group, LLC | History | Reduced | 18,393 | 5,134 | 0.11% | 0.13% | 201 | -296 | -1.58% | Q4 2025 | Jan 28, 2026 |
| Prosperity Consulting Group, LLC | History | Reduced | 18,375 | 5,129 | 0.23% | 0.28% | 202 | -1,151 | -5.89% | Q4 2025 | Feb 17, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 18,244 | 5,092 | 0.12% | 0.13% | 203 | +912 | 5.26% | Q4 2025 | Jan 29, 2026 |
| Bleakley Financial Group, LLC | History | New | 18,104 | 5,053 | 0.09% | — | 204 | +18,104 | New | Q4 2025 | Feb 09, 2026 |
| NWAM LLC | History | Added to | 17,807 | 4,989 | 0.28% | 0.28% | 205 | +223 | 1.27% | Q4 2025 | Feb 04, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 17,373 | 4,849 | 0.22% | 0.24% | 206 | +728 | 4.37% | Q4 2025 | Feb 13, 2026 |
| Baring Financial LLC | History | Added to | 16,996 | 4,744 | 2.89% | 2.95% | 207 | +2,267 | 15.39% | Q4 2025 | Jan 07, 2026 |
| Peak Retirement Planning, Inc. | History | Reduced | 16,739 | 4,672 | 1.09% | 2.19% | 208 | -9,727 | -36.75% | Q4 2025 | Feb 10, 2026 |
| Arax Advisory Partners | History | New | 16,427 | 4,585 | 0.13% | — | 209 | +16,427 | New | Q4 2025 | Feb 13, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 16,354 | 4,565 | 0.37% | 0.42% | 210 | +10 | 0.06% | Q4 2025 | Feb 12, 2026 |
| Destiny Wealth Partners, LLC | History | Added to | 16,030 | 4,544 | 0.52% | 0.57% | 211 | +163 | 1.03% | Q4 2025 | Feb 03, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 16,248 | 4,535 | 0.36% | 0.39% | 212 | +488 | 3.1% | Q4 2025 | Feb 04, 2026 |
| Sagace Wealth Management LLC | History | Reduced | 16,025 | 4,473 | 3.03% | 3.24% | 213 | -221 | -1.36% | Q4 2025 | Feb 02, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 15,669 | 4,373 | 0.01% | 0.01% | 214 | -357 | -2.23% | Q4 2025 | Feb 12, 2026 |
| Atria Investments, Inc | History | Reduced | 15,653 | 4,369 | 0.05% | 0.06% | 215 | -1,731 | -9.96% | Q4 2025 | Feb 05, 2026 |
| Savant Capital, LLC | History | Reduced | 15,273 | 4,263 | 0.02% | 0.03% | 216 | -96 | -0.62% | Q4 2025 | Feb 10, 2026 |
| Ifrah Financial Services, Inc. | History | Reduced | 15,156 | 4,230 | 1.09% | 1.18% | 217 | -298 | -1.93% | Q4 2025 | Jan 22, 2026 |
| Thrive Capital Management, LLC | History | Reduced | 15,068 | 4,205 | 0.94% | 1.82% | 218 | -8,917 | -37.18% | Q4 2025 | Feb 09, 2026 |
| MidAtlantic Capital Management, Inc. | History | Added to | 15,040 | 4,198 | 2.69% | 2.99% | 219 | +135 | 0.91% | Q4 2025 | Feb 10, 2026 |
| Keel Point, LLC | History | Added to | 14,694 | 4,101 | 0.25% | 0.26% | 220 | +137 | 0.94% | Q4 2025 | Feb 12, 2026 |
| Cordoba Advisory Partners LLC | History | New | 14,503 | 4,051 | 1.0% | — | 221 | +14,503 | New | Q4 2025 | Feb 13, 2026 |
| Pathstone Holdings, LLC | History | New | 14,289 | 3,988 | 0.02% | — | 222 | +14,289 | New | Q4 2025 | Feb 13, 2026 |
| Mutual Advisors, LLC | History | Added to | 14,178 | 3,957 | 0.08% | 0.08% | 223 | +1,828 | 14.8% | Q4 2025 | Feb 02, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 14,050 | 3,921 | 0.08% | 0.08% | 224 | -158 | -1.11% | Q4 2025 | Feb 12, 2026 |
| Berman McAleer LLC | History | New | 13,834 | 3,861 | 0.53% | — | 225 | +13,834 | New | Q4 2025 | Feb 05, 2026 |
| Willis Johnson & Associates, Inc. | History | Reduced | 13,799 | 3,851 | 0.24% | 0.26% | 226 | -605 | -4.2% | Q4 2025 | Jan 22, 2026 |
| CLARK FINANCIAL SERVICES GROUP INC /BD | History | Reduced | 13,520 | 3,849 | 2.05% | 2.2% | 227 | -593 | -4.2% | Q4 2025 | Jan 06, 2026 |
| Cohen Klingenstein LLC | History | Added to | 13,785 | 3,847 | 0.12% | 0.12% | 228 | +220 | 1.62% | Q4 2025 | Jan 20, 2026 |
| LifePlan Investment Advisors, Inc. | History | Added to | 13,669 | 3,815 | 1.55% | 1.65% | 229 | +297 | 2.22% | Q4 2025 | Feb 09, 2026 |
| JPL Wealth Management, LLC | History | Reduced | 13,599 | 3,795 | 0.92% | 0.97% | 230 | -360 | -2.58% | Q4 2025 | Feb 12, 2026 |
| Krilogy Financial LLC | History | Reduced | 13,279 | 3,764 | 0.13% | 0.16% | 231 | -1,224 | -8.44% | Q4 2025 | Jan 27, 2026 |
| rebel Financial LLC | History | New | 13,260 | 3,701 | 1.58% | — | 232 | +13,260 | New | Q4 2025 | Mar 27, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Added to | 13,221 | 3,690 | 0.46% | 0.41% | 233 | +3,045 | 29.92% | Q4 2025 | Jan 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 13,192 | 3,682 | 0.0% | 0.0% | 234 | +1,095 | 9.05% | Q4 2025 | Feb 17, 2026 |
| Wedmont Private Capital | History | Reduced | 12,845 | 3,671 | 0.13% | 0.14% | 235 | -184 | -1.41% | Q4 2025 | Jan 08, 2026 |
| JUNCTURE WEALTH STRATEGIES, LLC | History | Reduced | 13,119 | 3,662 | 1.21% | 1.38% | 236 | -910 | -6.49% | Q4 2025 | Jan 27, 2026 |
| MSH Capital Advisors LLC | History | Reduced | 12,891 | 3,598 | 0.77% | 1.02% | 237 | -11 | -0.09% | Q4 2025 | Feb 09, 2026 |
| TFB Advisors LLC | History | Added to | 12,847 | 3,586 | 1.0% | 1.09% | 238 | +77 | 0.6% | Q4 2025 | Feb 13, 2026 |
| STEPH & CO | History | Added to | 12,816 | 3,577 | 1.03% | 1.13% | 239 | +211 | 1.67% | Q4 2025 | Jan 23, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | Reduced | 12,797 | 3,572 | 0.23% | 0.26% | 240 | -848 | -6.21% | Q4 2025 | Feb 04, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 12,786 | 3,569 | 0.06% | 0.07% | 241 | -59 | -0.46% | Q4 2025 | Jan 22, 2026 |
| Cresset Asset Management, LLC | History | Added to | 12,783 | 3,568 | 0.02% | 0.02% | 242 | +1,071 | 9.14% | Q4 2025 | Feb 17, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 12,724 | 3,551 | 0.11% | 0.1% | 243 | +707 | 5.88% | Q4 2025 | Jan 09, 2026 |
| White Lighthouse Investment Management Inc. | History | Added to | 12,700 | 3,545 | 0.49% | 0.54% | 244 | +708 | 5.9% | Q4 2025 | Feb 09, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 12,691 | 3,542 | 0.07% | 0.08% | 245 | -695 | -5.19% | Q4 2025 | Jan 14, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 12,392 | 3,459 | 0.04% | 0.04% | 246 | +1,828 | 17.3% | Q4 2025 | Feb 11, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Reduced | 12,363 | 3,451 | 0.39% | 0.44% | 247 | -563 | -4.36% | Q4 2025 | Jan 08, 2026 |
| MOODY NATIONAL BANK TRUST DIVISION | History | Added to | 12,255 | 3,420 | 0.33% | 0.29% | 248 | +406 | 3.43% | Q4 2025 | Jan 12, 2026 |
| SilverOak Wealth Management LLC | History | Added to | 12,055 | 3,364 | 0.53% | 0.57% | 249 | +569 | 4.95% | Q4 2025 | Jan 28, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | New | 11,955 | 3,337 | 0.0% | — | 250 | +11,955 | New | Q4 2025 | Feb 17, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 11,655 | 3,291 | 0.08% | 0.09% | 251 | -173 | -1.46% | Q4 2025 | Jan 28, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 11,678 | 3,259 | 0.04% | 0.05% | 252 | -130 | -1.1% | Q4 2025 | Feb 09, 2026 |
| Sovran Advisors, LLC | History | Added to | 11,298 | 3,236 | 0.27% | 0.2% | 253 | +3,300 | 41.26% | Q4 2025 | Jan 20, 2026 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | History | Added to | 11,533 | 3,219 | 0.72% | 0.79% | 254 | +40 | 0.35% | Q4 2025 | Jan 12, 2026 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | History | Reduced | 11,499 | 3,209 | 1.6% | 1.78% | 255 | -653 | -5.37% | Q4 2025 | Jan 30, 2026 |
| Sterling Financial Planning, Inc. | History | Added to | 11,295 | 3,153 | 0.95% | 0.99% | 256 | +573 | 5.34% | Q4 2025 | Jan 27, 2026 |
| SageView Advisory Group, LLC | History | Reduced | 11,294 | 3,152 | 0.11% | 0.12% | 257 | -462 | -3.93% | Q4 2025 | Feb 17, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 11,287 | 3,150 | 0.15% | 0.16% | 258 | +38 | 0.34% | Q4 2025 | Jan 20, 2026 |
| Ballentine Partners, LLC | History | Reduced | 11,250 | 3,140 | 0.04% | 0.05% | 259 | -654 | -5.49% | Q4 2025 | Feb 03, 2026 |
| Crestwood Advisors Group, LLC | History | Added to | 11,212 | 3,129 | 0.05% | 0.06% | 260 | +20 | 0.18% | Q4 2025 | Feb 03, 2026 |
| CITIGROUP INC | History | Added to | 11,152 | 3,112 | 0.0% | 0.0% | 261 | +495 | 4.64% | Q4 2025 | Feb 13, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 11,073 | 3,090 | 0.04% | 0.04% | 262 | -3,711 | -25.1% | Q4 2025 | Feb 13, 2026 |
| Bank of New York Mellon Corp | History | Added to | 11,024 | 3,077 | 0.0% | 0.0% | 263 | +3,210 | 41.08% | Q4 2025 | Feb 10, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | No change | 10,965 | 3,060 | 0.19% | 0.21% | 264 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Strategic Wealth Advisors LLC | History | New | 10,899 | 3,042 | 2.6% | — | 265 | +10,899 | New | Q4 2025 | Feb 03, 2026 |
| World Investment Advisors | History | Reduced | 10,885 | 3,038 | 0.05% | 0.07% | 266 | -586 | -5.11% | Q4 2025 | Mar 12, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 10,819 | 3,019 | 0.07% | 0.11% | 267 | -3,905 | -26.52% | Q4 2025 | Feb 17, 2026 |
| SOL Capital Management CO | History | No change | 10,807 | 3,017 | 0.27% | 0.28% | 268 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Mustard Seed Financial, LLC | History | Added to | 10,727 | 2,994 | 1.88% | 1.93% | 270 | +492 | 4.81% | Q4 2025 | Jan 23, 2026 |
| Checchi Capital Advisers, LLC | History | Reduced | 10,727 | 2,994 | 0.15% | 0.17% | 269 | -166 | -1.52% | Q4 2025 | Jan 27, 2026 |
| IFG Advisory, LLC | History | Added to | 10,661 | 2,975 | 0.13% | 0.14% | 271 | +218 | 2.09% | Q4 2025 | Feb 10, 2026 |
| Quantinno Capital Management LP | History | Added to | 10,637 | 2,969 | 0.01% | 0.0% | 272 | +6,170 | 138.12% | Q4 2025 | Feb 17, 2026 |
| Wealthfront Advisers LLC | History | Reduced | 10,630 | 2,967 | 0.01% | 0.01% | 273 | -900 | -7.81% | Q4 2025 | Jan 30, 2026 |
| PFG Advisors | History | Reduced | 10,554 | 2,945 | 0.14% | 0.13% | 274 | -614 | -5.5% | Q4 2025 | Jan 27, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 10,521 | 2,936 | 0.05% | 0.05% | 275 | +94 | 0.9% | Q4 2025 | Feb 12, 2026 |
| REGIONS FINANCIAL CORP | History | New | 10,435 | 2,912 | 0.02% | — | 276 | +10,435 | New | Q4 2025 | Jan 27, 2026 |
| Tower View Wealth Management LLC | History | Reduced | 10,416 | 2,907 | 1.44% | 1.62% | 277 | -214 | -2.01% | Q4 2025 | Jan 23, 2026 |
| KPP Advisory Services LLC | History | Added to | 10,377 | 2,896 | 0.42% | 0.45% | 278 | +88 | 0.86% | Q4 2025 | Feb 02, 2026 |
| Prospera Financial Services Inc | History | Added to | 10,358 | 2,892 | 0.05% | 0.05% | 279 | +896 | 9.47% | Q4 2025 | Feb 09, 2026 |
| DAVENPORT & Co LLC | History | Added to | 10,349 | 2,888 | 0.02% | 0.02% | 280 | +380 | 3.81% | Q4 2025 | Jan 12, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 10,273 | 2,867 | 0.02% | 0.01% | 281 | +4,459 | 76.69% | Q4 2025 | Feb 12, 2026 |
| Capital Advisors, Ltd. LLC | History | Reduced | 10,124 | 2,826 | 0.32% | 0.34% | 282 | -80 | -0.78% | Q4 2025 | Jan 21, 2026 |
| WealthShield Partners, LLC | History | Reduced | 10,095 | 2,819 | 0.31% | 0.35% | 283 | -324 | -3.11% | Q4 2025 | Feb 03, 2026 |
| WEALTH ALLIANCE, LLC | History | Reduced | 10,033 | 2,800 | 0.27% | 0.32% | 284 | -532 | -5.04% | Q4 2025 | Feb 13, 2026 |
| Werba Rubin Papier Wealth Management | History | Added to | 10,031 | 2,800 | 0.76% | 0.45% | 285 | +521 | 5.48% | Q4 2025 | Jan 27, 2026 |
| Joseph P. Lucia & Associates, LLC | History | Reduced | 10,029 | 2,799 | 1.01% | 1.17% | 286 | -564 | -5.32% | Q4 2025 | Jan 28, 2026 |
| CHOREO, LLC | History | Added to | 9,917 | 2,797 | 0.04% | 0.04% | 287 | +258 | 2.67% | Q4 2025 | Jan 23, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 9,980 | 2,785 | 0.06% | 0.06% | 288 | +1,169 | 13.27% | Q4 2025 | Feb 09, 2026 |
| Plante Moran Financial Advisors, LLC | History | Added to | 9,826 | 2,742 | 0.17% | 0.12% | 289 | +3,270 | 49.88% | Q4 2025 | Feb 05, 2026 |
| CJM Wealth Advisers, Ltd. | History | Added to | 9,617 | 2,684 | 0.8% | 0.87% | 290 | +2 | 0.02% | Q4 2025 | Jan 23, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 9,611 | 2,682 | 0.16% | 0.17% | 291 | +951 | 10.98% | Q4 2025 | Feb 10, 2026 |
| UMB Bank, n.a. | History | Added to | 9,578 | 2,673 | 0.04% | 0.04% | 292 | +4 | 0.04% | Q4 2025 | Feb 13, 2026 |
| Intergy Private Wealth, LLC | History | No change | 9,481 | 2,646 | 0.8% | 0.87% | 293 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Fingerlakes Wealth Management, Inc. | History | Reduced | 9,468 | 2,643 | 1.68% | 1.85% | 294 | -188 | -1.95% | Q4 2025 | Feb 05, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 9,466 | 2,642 | 0.08% | 0.09% | 295 | -231 | -2.38% | Q4 2025 | Feb 13, 2026 |
| Brookstone Capital Management | History | Reduced | 9,416 | 2,628 | 0.03% | 0.06% | 296 | -7,413 | -44.05% | Q4 2025 | Jan 15, 2026 |
| Visionary Wealth Advisors | History | Added to | 9,370 | 2,615 | 0.12% | 0.11% | 297 | +1,230 | 15.11% | Q4 2025 | Feb 13, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 9,367 | 2,614 | 0.03% | 0.03% | 298 | -27 | -0.29% | Q4 2025 | Jan 20, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 9,163 | 2,557 | 0.01% | 0.01% | 299 | +1,740 | 23.44% | Q4 2025 | Feb 11, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 9,140 | 2,551 | 0.02% | 0.02% | 300 | -560 | -5.77% | Q4 2025 | Feb 17, 2026 |
| Magnus Financial Group LLC | History | Reduced | 9,107 | 2,542 | 0.19% | 0.21% | 301 | -1 | -0.01% | Q4 2025 | Jan 07, 2026 |
| Advisory Services Network, LLC | History | Added to | 8,881 | 2,478 | 0.04% | 0.03% | 302 | +1,005 | 12.76% | Q4 2025 | Feb 17, 2026 |
| Cooksen Wealth, LLC | History | Added to | 8,877 | 2,478 | 1.81% | 1.94% | 303 | +36 | 0.41% | Q4 2025 | Jan 20, 2026 |
| Westwood Wealth Management | History | New | 8,828 | 2,464 | 1.85% | — | 304 | +8,828 | New | Q4 2025 | Jan 20, 2026 |
| Lionshead Wealth Management, LLC | History | Added to | 8,828 | 2,464 | 1.85% | 1.66% | 305 | +1,709 | 24.01% | Q4 2025 | Jan 13, 2026 |
| Meridian Financial Advisors, LLC | History | Reduced | 8,802 | 2,456 | 1.34% | 1.47% | 306 | -96 | -1.08% | Q4 2025 | Jan 23, 2026 |
| VANGUARD GROUP INC | History | Reduced | 8,760 | 2,445 | 0.0% | 0.0% | 307 | -231 | -2.57% | Q4 2025 | Jan 29, 2026 |
| Base Wealth Management LLC | History | Added to | 8,746 | 2,441 | 1.31% | 1.32% | 308 | +837 | 10.58% | Q4 2025 | Jan 21, 2026 |
| TSFG, LLC | History | Reduced | 8,549 | 2,386 | 0.36% | 0.41% | 309 | -216 | -2.46% | Q4 2025 | Feb 04, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 14,198 | 2,372 | 0.06% | 0.08% | 310 | -87 | -0.61% | Q4 2025 | Feb 11, 2026 |
| FIRST AMERICAN TRUST, FSB | History | Added to | 8,491 | 2,370 | 0.16% | 0.16% | 311 | +901 | 11.87% | Q4 2025 | Feb 11, 2026 |
| TRITONPOINT WEALTH, LLC | History | Added to | 8,492 | 2,370 | 0.24% | 0.21% | 312 | +50 | 0.59% | Q4 2025 | Jan 20, 2026 |
| GC Wealth Management RIA, LLC | History | Reduced | 8,482 | 2,367 | 0.09% | 0.08% | 313 | -90 | -1.05% | Q4 2025 | Jan 30, 2026 |
| ERn Financial, LLC | History | Reduced | 8,468 | 2,363 | 0.44% | 0.5% | 314 | -73 | -0.85% | Q4 2025 | Jan 15, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 8,459 | 2,361 | 0.15% | 0.15% | 315 | +837 | 10.98% | Q4 2025 | Feb 06, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 8,410 | 2,350 | 0.0% | 0.0% | 316 | +7,409 | 740.16% | Q4 2025 | Feb 05, 2026 |
| Insight Advisors, LLC/ PA | History | Reduced | 8,380 | 2,339 | 0.35% | 0.38% | 317 | -101 | -1.19% | Q4 2025 | Feb 11, 2026 |
| ALEXANDER LABRUNERIE & CO., INC. | History | New | 8,249 | 2,302 | 0.83% | — | 318 | +8,249 | New | Q4 2025 | Mar 26, 2026 |
| Kassira Wealth Management LLC | History | Added to | 8,216 | 2,293 | 2.18% | 2.32% | 319 | +31 | 0.38% | Q4 2025 | Feb 03, 2026 |
| Main Street Financial Solutions, LLC | History | Reduced | 8,180 | 2,283 | 0.17% | 0.16% | 320 | -498 | -5.74% | Q4 2025 | Feb 17, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | New | 8,087 | 2,257 | 0.38% | — | 321 | +8,087 | New | Q4 2025 | Feb 12, 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | Reduced | 8,000 | 2,233 | 0.81% | 1.36% | 322 | -2,800 | -25.93% | Q4 2025 | Feb 12, 2026 |
| STEVENS CAPITAL PARTNERS | History | Added to | 7,947 | 2,218 | 0.58% | 0.65% | 323 | +515 | 6.93% | Q4 2025 | Jan 27, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | No change | 7,915 | 2,209 | 0.11% | 0.12% | 324 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Global Retirement Partners, LLC | History | Added to | 7,762 | 2,166 | 0.04% | 0.03% | 325 | +3,372 | 76.81% | Q4 2025 | Feb 06, 2026 |
| Americana Partners, LLC | History | No change | 7,755 | 2,164 | 0.06% | 0.07% | 326 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| ProVise Management Group, LLC | History | Reduced | 7,705 | 2,150 | 0.15% | 0.17% | 327 | -198 | -2.51% | Q4 2025 | Jan 29, 2026 |
| Weinberger Asset Management, Inc | History | Reduced | 7,686 | 2,145 | 0.77% | 0.87% | 328 | -463 | -5.68% | Q4 2025 | Feb 09, 2026 |
| Joel Isaacson & Co., LLC | History | Added to | 7,672 | 2,141 | 0.07% | 0.08% | 329 | +94 | 1.24% | Q4 2025 | Jan 30, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | New | 7,600 | 2,121 | 0.57% | — | 330 | +7,600 | New | Q4 2025 | Feb 09, 2026 |
| Colonial Trust Co / SC | History | Reduced | 7,572 | 2,113 | 0.28% | 0.3% | 331 | -129 | -1.68% | Q4 2025 | Feb 12, 2026 |
| CARL STUART INVESTMENT ADVISOR, INC | History | Reduced | 7,461 | 2,082 | 1.88% | 2.08% | 332 | -81 | -1.07% | Q4 2025 | Feb 13, 2026 |
| Simmons Bank | History | Reduced | 7,421 | 2,071 | 0.14% | 0.15% | 333 | -317 | -4.1% | Q4 2025 | Feb 05, 2026 |
| Silver Lake Advisory, LLC | History | Reduced | 7,389 | 2,062 | 0.8% | 0.87% | 334 | -29 | -0.39% | Q4 2025 | Jan 09, 2026 |
| Asset Allocation & Management Company, LLC | History | No change | 7,329 | 2,046 | 0.81% | 0.91% | 335 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Venture Visionary Partners LLC | History | Reduced | 7,315 | 2,042 | 0.07% | 0.08% | 336 | -233 | -3.09% | Q4 2025 | Feb 13, 2026 |
| LOWERY THOMAS, LLC | History | Added to | 7,304 | 2,038 | 1.15% | 1.22% | 337 | +105 | 1.46% | Q4 2025 | Jan 26, 2026 |
| Brindle & Bay Financial Advisors, LLC | History | New | 7,287 | 2,034 | 1.35% | — | 338 | +7,287 | New | Q4 2025 | Jan 29, 2026 |
| NBT BANK N A /NY | History | Added to | 7,485 | 2,017 | 0.13% | 0.14% | 339 | +35 | 0.47% | Q4 2025 | Jan 23, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | Reduced | 7,173 | 2,002 | 0.15% | 0.19% | 340 | -1,216 | -14.5% | Q4 2025 | Feb 09, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Added to | 7,111 | 1,984 | 0.22% | 0.18% | 341 | +1,695 | 31.3% | Q4 2025 | Jan 14, 2026 |
| Arkadios Wealth Advisors | History | Added to | 7,083 | 1,977 | 0.04% | 0.05% | 342 | +657 | 10.22% | Q4 2025 | Feb 13, 2026 |
| Fee-Only Financial Planning, L.C. | History | Reduced | 7,063 | 1,971 | 1.15% | 1.21% | 343 | -15 | -0.21% | Q4 2025 | Jan 26, 2026 |
| Indivisible Partners | History | New | 7,050 | 1,967 | 0.21% | — | 344 | +7,050 | New | Q4 2025 | Feb 03, 2026 |
| Institute for Wealth Management, LLC. | History | Added to | 7,003 | 1,954 | 0.21% | 0.21% | 345 | +217 | 3.2% | Q4 2025 | Jan 27, 2026 |
| Maridea Wealth Management LLC | History | Added to | 6,994 | 1,952 | 0.29% | 0.3% | 346 | +495 | 7.62% | Q4 2025 | Jan 08, 2026 |
| FineMark National Bank & Trust | History | New | 6,923 | 1,932 | 0.06% | — | 347 | +6,923 | New | Q4 2025 | Feb 12, 2026 |
| Fortis Capital Advisors, LLC | History | Reduced | 6,916 | 1,930 | 0.28% | 0.33% | 348 | -88 | -1.26% | Q4 2025 | Jan 27, 2026 |
| High Net Worth Advisory Group LLC | History | Added to | 6,888 | 1,922 | 0.44% | 0.25% | 349 | +3,305 | 92.24% | Q4 2025 | Jan 23, 2026 |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | History | Reduced | 6,998 | 1,917 | 0.27% | 0.35% | 350 | -318 | -4.35% | Q4 2025 | Feb 11, 2026 |
| OneAscent Financial Services LLC | History | New | 6,862 | 1,915 | 0.18% | — | 351 | +6,862 | New | Q4 2025 | Feb 11, 2026 |
| Horizon Investments, LLC | History | Added to | 6,846 | 1,910 | 0.02% | 0.02% | 352 | +884 | 14.83% | Q4 2025 | Feb 02, 2026 |
| Washington Trust Advisors, Inc. | History | Reduced | 6,824 | 1,904 | 0.15% | 0.15% | 353 | -11 | -0.16% | Q4 2025 | Feb 03, 2026 |
| Sigma Planning Corp | History | Added to | 6,740 | 1,881 | 0.05% | 0.05% | 354 | +676 | 11.15% | Q4 2025 | Jan 30, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 6,726 | 1,877 | 0.0% | 0.0% | 355 | +4,523 | 205.31% | Q4 2025 | Feb 12, 2026 |
| FAS Wealth Partners, Inc. | History | Reduced | 6,700 | 1,870 | 0.12% | 0.14% | 356 | -239 | -3.44% | Q4 2025 | Feb 18, 2026 |
| Net Worth Advisory Group | History | Added to | 6,602 | 1,843 | 0.37% | 0.17% | 357 | +4,556 | 222.68% | Q4 2025 | Jan 14, 2026 |
| WAYSTONE ADVISORS LLC | History | New | 6,482 | 1,809 | 1.55% | — | 358 | +6,482 | New | Q4 2025 | Feb 09, 2026 |
| NORDEN GROUP LLC | History | Added to | 6,429 | 1,794 | 0.18% | 0.12% | 359 | +2,293 | 55.44% | Q4 2025 | Jan 13, 2026 |
| Quadrant Private Wealth Management, LLC | History | No change | 6,416 | 1,790 | 0.29% | 0.34% | 360 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | No change | 6,352 | 1,773 | 1.32% | 1.52% | 361 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Envision Financial Planning, LLC | History | Added to | 6,348 | 1,771 | 0.67% | 0.79% | 362 | +5 | 0.08% | Q4 2025 | Feb 17, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 6,303 | 1,759 | 0.06% | — | 363 | +6,303 | New | Q4 2025 | Feb 13, 2026 |
| Mascagni Wealth Management, Inc. | History | Added to | 6,300 | 1,758 | 1.31% | 1.43% | 364 | +4 | 0.06% | Q4 2025 | Feb 11, 2026 |
| Richard P Slaughter Associates Inc | History | Reduced | 6,280 | 1,752 | 0.37% | 0.42% | 365 | -423 | -6.31% | Q4 2025 | Jan 12, 2026 |
| Berkshire Money Management, Inc. | History | New | 6,200 | 1,730 | 0.17% | — | 366 | +6,200 | New | Q4 2025 | Jan 27, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 6,174 | 1,723 | 0.01% | 0.01% | 367 | +1,592 | 34.74% | Q4 2025 | Feb 03, 2026 |
| Fifth Third Wealth Advisors LLC | History | New | 6,165 | 1,720 | 0.06% | — | 368 | +6,165 | New | Q4 2025 | Jan 15, 2026 |
| MidWestOne Financial Group, Inc. | History | Reduced | 6,148 | 1,716 | 0.19% | 0.22% | 369 | -109 | -1.74% | Q4 2025 | Feb 12, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Added to | 6,140 | 1,713 | 0.24% | 0.27% | 370 | +279 | 4.76% | Q4 2025 | Jan 23, 2026 |
| Brady Martz Wealth Solutions, LLC | History | Reduced | 6,107 | 1,704 | 0.3% | 0.33% | 371 | -55 | -0.89% | Q4 2025 | Jan 15, 2026 |
| CHERRYDALE WEALTH MANAGEMENT, LLC | History | Added to | 6,103 | 1,703 | 0.52% | 0.55% | 372 | +93 | 1.55% | Q4 2025 | Jan 13, 2026 |
| Geneva Partners, LLC | History | Reduced | 6,097 | 1,701 | 0.61% | 0.67% | 373 | -177 | -2.82% | Q4 2025 | Feb 03, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 6,084 | 1,698 | 0.03% | 0.04% | 374 | +304 | 5.26% | Q4 2025 | Feb 06, 2026 |
| Jacobs Equity LLC | History | New | 6,080 | 1,697 | 1.63% | — | 375 | +6,080 | New | Q4 2025 | Feb 19, 2026 |
| COZAD ASSET MANAGEMENT INC | History | Added to | 6,056 | 1,690 | 0.13% | 0.13% | 376 | +397 | 7.02% | Q4 2025 | Feb 13, 2026 |
| CITY HOLDING CO | History | Reduced | 6,053 | 1,689 | 0.21% | 0.22% | 377 | -40 | -0.66% | Q4 2025 | Jan 22, 2026 |
| Argent Trust Co | History | Reduced | 6,025 | 1,681 | 0.06% | 0.06% | 378 | -125 | -2.03% | Q4 2025 | Feb 10, 2026 |
| Family Manage LLC | History | Reduced | 6,008 | 1,677 | 0.21% | 0.25% | 379 | -187 | -3.02% | Q4 2025 | Feb 17, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 6,000 | 1,674 | 0.0% | 0.0% | 380 | -1,300 | -17.81% | Q4 2025 | Feb 12, 2026 |
| 1834 INVESTMENT ADVISORS CO | History | Added to | 5,884 | 1,642 | 0.21% | 0.16% | 381 | +1,310 | 28.64% | Q4 2025 | Jan 29, 2026 |
| Frisch Financial Group, Inc. | History | Reduced | 5,867 | 1,637 | 0.37% | 0.4% | 382 | -16 | -0.27% | Q4 2025 | Feb 06, 2026 |
| Mainstream Capital Management LLC | History | Reduced | 5,817 | 1,623 | 1.06% | 1.23% | 383 | -469 | -7.46% | Q4 2025 | Jan 21, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 5,802 | 1,619 | 0.01% | 0.01% | 384 | +833 | 16.76% | Q4 2025 | Jan 30, 2026 |
| UPTICK PARTNERS, LLC | History | Reduced | 5,764 | 1,608 | 0.34% | 0.54% | 385 | -1,266 | -18.01% | Q4 2025 | Feb 02, 2026 |
| Hilltop National Bank | History | Added to | 5,732 | 1,600 | 0.39% | 0.4% | 386 | +201 | 3.63% | Q4 2025 | Jan 07, 2026 |
| First PREMIER Bank | History | Added to | 5,724 | 1,598 | 0.37% | 0.29% | 387 | +1,322 | 30.03% | Q4 2025 | Jan 23, 2026 |
| AE Wealth Management LLC | History | Reduced | 5,679 | 1,585 | 0.01% | 0.01% | 388 | -615 | -9.77% | Q4 2025 | Jan 26, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 5,644 | 1,575 | 0.08% | 0.06% | 389 | +2,274 | 67.48% | Q4 2025 | Jan 28, 2026 |
| Center For Asset Management LLC | History | Reduced | 5,626 | 1,570 | 0.82% | 0.89% | 390 | -84 | -1.47% | Q4 2025 | Jan 21, 2026 |
| Generations Wealth, LLC | History | New | 5,622 | 1,569 | 1.61% | — | 391 | +5,622 | New | Q4 2025 | Feb 13, 2026 |
| Community Financial Services Group, LLC | History | Reduced | 5,588 | 1,559 | 0.29% | 0.31% | 392 | -111 | -1.95% | Q4 2025 | Jan 15, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Reduced | 5,545 | 1,547 | 0.1% | 0.12% | 393 | -104 | -1.84% | Q4 2025 | Feb 11, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 5,513 | 1,538 | 0.02% | 0.02% | 394 | -260 | -4.5% | Q4 2025 | Feb 02, 2026 |
| Falcon Wealth Planning | History | Reduced | 5,501 | 1,535 | 0.13% | 0.15% | 395 | -115 | -2.05% | Q4 2025 | Feb 03, 2026 |
| Genesis Financial Group, LLC | History | New | 5,487 | 1,531 | 0.89% | — | 396 | +5,487 | New | Q4 2025 | Jan 16, 2026 |
| Csenge Advisory Group | History | Reduced | 5,469 | 1,526 | 0.07% | 0.08% | 397 | -314 | -5.43% | Q4 2025 | Feb 06, 2026 |
| Cornerstone Advisory, LLC | History | Added to | 5,467 | 1,525 | 0.15% | 0.15% | 398 | +334 | 6.51% | Q4 2025 | Jan 28, 2026 |
| Wescott Financial Advisory Group, LLC | History | Added to | 5,462 | 1,524 | 0.13% | 0.14% | 399 | +59 | 1.09% | Q4 2025 | Feb 12, 2026 |
| CONGRESS ASSET MANAGEMENT CO | History | Added to | 5,446 | 1,520 | 0.01% | 0.01% | 400 | +1,173 | 27.45% | Q4 2025 | Jan 09, 2026 |
| Novak & Powell Financial Services, Inc. | History | No change | 5,437 | 1,517 | 0.79% | 0.84% | 401 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 5,364 | 1,497 | 0.01% | 0.02% | 403 | -632 | -10.54% | Q4 2025 | Feb 13, 2026 |
| Lido Advisors, LLC | History | Added to | 5,142 | 1,497 | 0.0% | 0.0% | 402 | +84 | 1.66% | Q4 2025 | Feb 10, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 5,345 | 1,492 | 0.77% | 1.18% | 404 | -5,329 | -49.93% | Q4 2025 | Feb 18, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | New | 5,343 | 1,491 | 0.2% | — | 405 | +5,343 | New | Q4 2025 | Feb 04, 2026 |
| FC Advisory LLC | History | Added to | 5,333 | 1,488 | 0.43% | 0.45% | 406 | +72 | 1.37% | Q4 2025 | Jan 13, 2026 |
| Sterling Investment Counsel, LLC | History | Added to | 5,707 | 1,475 | 0.42% | 0.11% | 407 | +4,582 | 407.29% | Q4 2025 | Jan 27, 2026 |
| Legacy Edge Advisors, LLC | History | New | 5,276 | 1,472 | 0.16% | — | 408 | +5,276 | New | Q4 2025 | Feb 02, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 5,141 | 1,435 | 0.0% | 0.0% | 409 | +887 | 20.85% | Q4 2025 | Feb 17, 2026 |
| Graetz Wealth LLC | History | New | 5,115 | 1,427 | 1.3% | — | 410 | +5,115 | New | Q4 2025 | Feb 12, 2026 |
| Capital Analysts, LLC | History | Reduced | 5,105 | 1,425 | 0.04% | 0.13% | 411 | -9,803 | -65.76% | Q4 2025 | Feb 11, 2026 |
| Shira Ridge Wealth Management | History | Reduced | 5,093 | 1,421 | 0.57% | 1.94% | 412 | -10,489 | -67.31% | Q4 2025 | Jan 12, 2026 |
| TRANSATLANTIQUE PRIVATE WEALTH LLC | History | Added to | 5,083 | 1,418 | 0.44% | 0.42% | 413 | +680 | 15.44% | Q4 2025 | Feb 10, 2026 |
| WHITTIER TRUST CO | History | Added to | 4,897 | 1,413 | 0.02% | 0.0% | 414 | +3,530 | 258.23% | Q4 2025 | Jan 26, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 5,045 | 1,408 | 0.03% | 0.03% | 415 | +350 | 7.45% | Q4 2025 | Feb 03, 2026 |
| Next Capital Management LLC | History | No change | 5,020 | 1,401 | 0.45% | 0.49% | 416 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Sierra Capital LLC | History | Added to | 5,005 | 1,397 | 0.15% | 0.16% | 417 | +51 | 1.03% | Q4 2025 | Feb 18, 2026 |
| Baldwin Investment Management, LLC | History | Reduced | 5,000 | 1,395 | 0.16% | 0.17% | 418 | -150 | -2.91% | Q4 2025 | Feb 13, 2026 |
| Wood Tarver Financial Group, LLC | History | Added to | 4,987 | 1,392 | 0.39% | 0.43% | 419 | +37 | 0.75% | Q4 2025 | Feb 12, 2026 |
| TPG Financial Advisors, LLC | History | Added to | 4,968 | 1,386 | 0.46% | 0.51% | 420 | +301 | 6.45% | Q4 2025 | Feb 06, 2026 |
| WARNER FINANCIAL, INC | History | Added to | 4,932 | 1,377 | 0.48% | 0.54% | 421 | +13 | 0.26% | Q4 2025 | Jan 21, 2026 |
| Composition Wealth, LLC | History | Added to | 4,900 | 1,367 | 0.02% | 0.02% | 422 | +283 | 6.13% | Q4 2025 | Feb 02, 2026 |
| BCS Wealth Management | History | Added to | 4,894 | 1,366 | 0.14% | 0.16% | 423 | +2,447 | 100.0% | Q4 2025 | Jan 26, 2026 |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | History | Added to | 4,882 | 1,362 | 0.37% | 0.38% | 424 | +395 | 8.8% | Q4 2025 | Jan 26, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 4,853 | 1,354 | 0.0% | 0.0% | 425 | -148 | -2.96% | Q4 2025 | Feb 13, 2026 |
| Williams Jones Wealth Management, LLC. | History | Added to | 4,821 | 1,345 | 0.02% | 0.01% | 426 | +1,864 | 63.04% | Q4 2025 | Feb 13, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 4,811 | 1,342 | 0.03% | 0.04% | 427 | -1 | -0.02% | Q4 2025 | Jan 28, 2026 |
| Michels Family Financial, LLC | History | Added to | 4,797 | 1,338 | 0.98% | 1.06% | 428 | +173 | 3.74% | Q4 2025 | Feb 19, 2026 |
| American Institute for Advanced Investment Management, LLP | History | No change | 4,777 | 1,333 | 0.86% | 0.92% | 429 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Reduced | 4,733 | 1,321 | 0.03% | 0.04% | 430 | -514 | -9.8% | Q4 2025 | Feb 03, 2026 |
| Nova Wealth Management, Inc. | History | Added to | 4,735 | 1,321 | 0.91% | 0.89% | 431 | +435 | 10.12% | Q4 2025 | Jan 14, 2026 |
| Royal Fund Management, LLC | History | Added to | 4,701 | 1,317 | 0.12% | 0.16% | 432 | +250 | 5.62% | Q4 2025 | Jan 15, 2026 |
| Dentgroup LLC | History | Reduced | 4,721 | 1,317 | 0.9% | 0.92% | 433 | -150 | -3.08% | Q4 2025 | Jan 28, 2026 |
| Colonial Trust Advisors | History | Reduced | 4,665 | 1,302 | 0.1% | 0.11% | 434 | -112 | -2.34% | Q4 2025 | Feb 12, 2026 |
| BEACON ADVISORS HOLDINGS, LLC | History | New | 4,657 | 1,299 | 0.68% | — | 435 | +4,657 | New | Q4 2025 | Feb 27, 2026 |
| Alpine Bank Wealth Management | History | Reduced | 4,604 | 1,285 | 0.18% | 0.2% | 436 | -243 | -5.01% | Q4 2025 | Jan 15, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | Reduced | 4,473 | 1,281 | 0.09% | 0.11% | 438 | -205 | -4.38% | Q4 2025 | Feb 13, 2026 |
| Principle Wealth Partners LLC | History | No change | 4,591 | 1,281 | 0.07% | 0.08% | 437 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | Reduced | 4,556 | 1,271 | 0.29% | 0.35% | 439 | -366 | -7.44% | Q4 2025 | Jan 06, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Added to | 4,470 | 1,247 | 0.28% | 0.3% | 440 | +304 | 7.3% | Q4 2025 | Jan 09, 2026 |
| Evergreen Wealth Management, LLC | History | Reduced | 4,456 | 1,243 | 0.63% | 0.72% | 441 | -229 | -4.89% | Q4 2025 | Feb 06, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 4,397 | 1,227 | 0.06% | 0.07% | 442 | -425 | -8.81% | Q4 2025 | Feb 17, 2026 |
| Fairscale Capital, LLC | History | No change | 4,385 | 1,224 | 0.81% | 0.89% | 443 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BANK OF HAWAII | History | Reduced | 4,368 | 1,219 | 0.06% | 0.08% | 444 | -749 | -14.64% | Q4 2025 | Mar 03, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 4,346 | 1,213 | 0.03% | 0.0% | 445 | +4,339 | 61985.71% | Q4 2025 | Feb 17, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Added to | 4,196 | 1,211 | 0.03% | 0.01% | 446 | +1,994 | 90.55% | Q4 2025 | Jan 26, 2026 |
| Manchester Capital Management LLC | History | Reduced | 4,337 | 1,210 | 0.16% | 0.18% | 447 | -94 | -2.12% | Q4 2025 | Feb 11, 2026 |
| BKM Wealth Management, LLC | History | Added to | 4,333 | 1,209 | 0.44% | 0.43% | 448 | +368 | 9.28% | Q4 2025 | Jan 29, 2026 |
| Autumn Glory Partners, LLC | History | New | 4,300 | 1,200 | 0.42% | — | 449 | +4,300 | New | Q4 2025 | Jan 27, 2026 |
| St. Louis Trust Co | History | No change | 4,289 | 1,197 | 0.14% | 0.16% | 450 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| MEMBERS WEALTH LLC | History | Reduced | 4,210 | 1,193 | 0.75% | 0.88% | 451 | -526 | -11.11% | Q4 2025 | Jan 28, 2026 |
| Pure Financial Advisors, LLC | History | Reduced | 4,242 | 1,184 | 0.22% | 0.02% | 452 | -196 | -4.42% | Q4 2025 | Mar 04, 2026 |
| Ironwood Financial, llc | History | Added to | 4,083 | 1,169 | 0.2% | 0.2% | 453 | +306 | 8.1% | Q4 2025 | Jan 15, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 4,181 | 1,167 | 0.04% | 0.04% | 454 | +431 | 11.49% | Q4 2025 | Feb 13, 2026 |
| Accel Wealth Management | History | No change | 4,178 | 1,166 | 0.32% | 0.36% | 455 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Friday Financial | History | Added to | 4,161 | 1,161 | 0.41% | 0.31% | 456 | +1,602 | 62.6% | Q4 2025 | Jan 09, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Reduced | 4,153 | 1,159 | 0.04% | 0.06% | 457 | -1,527 | -26.88% | Q4 2025 | Jan 12, 2026 |
| LM Advisors LLC | History | Reduced | 321 | 1,150 | 0.02% | 0.05% | 459 | -829 | -72.09% | Q4 2025 | Feb 13, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Reduced | 4,122 | 1,150 | 0.03% | 0.04% | 458 | -185 | -4.3% | Q4 2025 | Jan 12, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 4,057 | 1,132 | 0.0% | 0.0% | 460 | +503 | 14.15% | Q4 2025 | Feb 06, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 4,043 | 1,128 | 0.0% | 0.0% | 461 | -1,574 | -28.02% | Q4 2025 | Feb 10, 2026 |
| PKS Advisory Services, LLC | History | Reduced | 4,024 | 1,123 | 0.26% | 0.25% | 462 | -35 | -0.86% | Q4 2025 | Feb 02, 2026 |
| Total Wealth Planning, LLC | History | Reduced | 4,016 | 1,120 | 2.4% | 2.21% | 463 | -60,927 | -93.82% | Q4 2025 | Feb 13, 2026 |
| BEACON FINANCIAL PLANNING, INC | History | Added to | 4,003 | 1,117 | 0.54% | 0.61% | 466 | +9 | 0.23% | Q4 2025 | Jan 22, 2026 |
| Integrated Investment Consultants, LLC | History | No change | 4,004 | 1,117 | 0.22% | 0.2% | 464 | 0 | 0.0% | Q4 2025 | Mar 03, 2026 |
| Heartwood Wealth Advisors LLC | History | No change | 4,005 | 1,117 | 0.1% | 0.11% | 465 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| SAWGRASS ASSET MANAGEMENT LLC | History | Reduced | 4,000 | 1,116 | 0.14% | 0.33% | 467 | -5,080 | -55.95% | Q4 2025 | Feb 09, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Reduced | 3,967 | 1,107 | 0.05% | 0.06% | 468 | -267 | -6.31% | Q4 2025 | Jan 29, 2026 |
| Greenhouse Wealth Management, LLC | History | Added to | 3,895 | 1,087 | 0.64% | 0.69% | 469 | +1 | 0.03% | Q4 2025 | Jan 21, 2026 |
| BlackRock, Inc. | History | Added to | 3,889 | 1,085 | 0.0% | 0.0% | 471 | +1,924 | 97.91% | Q4 2025 | Feb 12, 2026 |
| Whitegate Investment Counselors, Inc. | History | Added to | 3,889 | 1,085 | 0.34% | 0.38% | 470 | +1 | 0.03% | Q4 2025 | Feb 10, 2026 |
| Vise Technologies, Inc. | History | Added to | 3,873 | 1,081 | 0.02% | 0.03% | 472 | +758 | 24.33% | Q4 2025 | Feb 11, 2026 |
| Mathes Company, Inc. | History | Reduced | 3,820 | 1,066 | 0.38% | 0.61% | 473 | -2,000 | -34.36% | Q4 2025 | Feb 09, 2026 |
| XML Financial, LLC | History | Reduced | 3,813 | 1,064 | 0.09% | 0.09% | 474 | -10 | -0.26% | Q4 2025 | Feb 11, 2026 |
| Clearwater Capital Advisors, LLC | History | Reduced | 3,776 | 1,054 | 0.09% | 0.1% | 475 | -21 | -0.55% | Q4 2025 | Feb 09, 2026 |
| Koshinski Asset Management, Inc. | History | No change | 3,774 | 1,053 | 0.07% | 0.07% | 476 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| JNBA Financial Advisors | History | Reduced | 3,771 | 1,052 | 0.09% | 0.1% | 477 | -13 | -0.34% | Q4 2025 | Jan 26, 2026 |
| Brooklyn Investment Group | History | New | 3,699 | 1,048 | 0.05% | — | 478 | +3,699 | New | Q4 2025 | Feb 12, 2026 |
| SC&H Financial Advisors, Inc. | History | Added to | 3,751 | 1,046 | 0.16% | 0.17% | 479 | +129 | 3.56% | Q4 2025 | Jan 21, 2026 |
| Nalls Sherbakoff Group, LLC | History | Reduced | 3,734 | 1,042 | 0.75% | 0.97% | 480 | -1,160 | -23.7% | Q4 2025 | Mar 12, 2026 |
| DeLarme Wealth Management, Inc. | History | New | 3,709 | 1,035 | 0.74% | — | 481 | +3,709 | New | Q4 2025 | Jan 26, 2026 |
| Tannin Capital LLC | History | New | 3,694 | 1,031 | 0.92% | — | 482 | +3,694 | New | Q4 2025 | Feb 17, 2026 |
| Western Wealth Management, LLC | History | Added to | 3,683 | 1,028 | 0.05% | 0.06% | 483 | +53 | 1.46% | Q4 2025 | Feb 05, 2026 |
| Spire Wealth Management | History | Reduced | 3,643 | 1,016 | 0.03% | 0.29% | 484 | -24,992 | -87.28% | Q4 2025 | Jan 14, 2026 |
| HORIZON BANCORP INC /IN/ | History | Reduced | 3,633 | 1,014 | 0.49% | 0.52% | 485 | -75 | -2.02% | Q4 2025 | Feb 11, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 3,632 | 1,013 | 0.05% | 0.05% | 486 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Apollon Financial, LLC | History | Added to | 3,620 | 1,010 | 0.15% | 0.15% | 487 | +580 | 19.08% | Q4 2025 | Jan 22, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 3,616 | 1,009 | 0.04% | 0.05% | 488 | -791 | -17.95% | Q4 2025 | Feb 06, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 3,585 | 1,000 | 0.0% | 0.0% | 489 | +2,261 | 170.77% | Q4 2025 | Feb 17, 2026 |
| Oxinas Partners, LLC | History | Added to | 3,545 | 989 | 0.48% | 0.56% | 490 | +3 | 0.08% | Q4 2025 | Jan 26, 2026 |
| Finward Bancorp | History | No change | 3,535 | 986 | 0.77% | 0.79% | 491 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Capital Management Associates, Inc | History | New | 3,520 | 982 | 0.22% | — | 493 | +3,520 | New | Q4 2025 | Jan 21, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 3,519 | 982 | 0.05% | 0.06% | 492 | -214 | -5.73% | Q4 2025 | Feb 05, 2026 |
| Briggs Wealth Management, Inc | History | New | 3,508 | 979 | 1.05% | — | 494 | +3,508 | New | Q4 2025 | Feb 19, 2026 |
| Compound Planning, Inc. | History | Added to | 3,485 | 972 | 0.03% | 0.03% | 495 | +480 | 15.97% | Q4 2025 | Feb 19, 2026 |
| Oakworth Capital, Inc. | History | No change | 3,475 | 970 | 0.05% | 0.06% | 496 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Savvy Advisors, Inc. | History | Added to | 3,467 | 967 | 0.03% | 0.04% | 497 | +159 | 4.81% | Q4 2025 | Jan 20, 2026 |
| WALLER FINANCIAL PLANNING GROUP, INC | History | Reduced | 3,460 | 965 | 0.21% | 0.26% | 498 | -349 | -9.16% | Q4 2025 | Jan 13, 2026 |
| Gotham Asset Management, LLC | History | Added to | 3,452 | 963 | 0.0% | 0.0% | 499 | +520 | 17.74% | Q4 2025 | Feb 17, 2026 |
| Smithfield Trust Co | History | Reduced | 3,437 | 962 | 0.04% | 0.05% | 500 | -278 | -7.48% | Q4 2025 | Feb 09, 2026 |
| Essex Financial Services, Inc. | History | Added to | 3,439 | 960 | 0.05% | 0.03% | 501 | +1,867 | 118.77% | Q4 2025 | Feb 10, 2026 |
| Owen LaRue, LLC | History | Reduced | 3,436 | 959 | 0.36% | 0.85% | 502 | -3,882 | -53.05% | Q4 2025 | Feb 05, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 3,394 | 947 | 0.02% | 0.02% | 503 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Certified Advisory Corp | History | Added to | 3,387 | 945 | 0.09% | 0.09% | 504 | +54 | 1.62% | Q4 2025 | Jan 12, 2026 |
| SAPIENT CAPITAL LLC | History | Added to | 3,313 | 934 | 0.01% | 0.01% | 505 | +163 | 5.17% | Q4 2025 | Feb 05, 2026 |
| WESBANCO BANK INC | History | Added to | 3,332 | 930 | 0.03% | 0.03% | 506 | +249 | 8.08% | Q4 2025 | Feb 03, 2026 |
| First Financial Bank - Trust Division | History | Reduced | 3,328 | 928 | 0.08% | 0.08% | 507 | -16 | -0.48% | Q4 2025 | Jan 02, 2026 |
| Tempo Wealth, LLC | History | New | 3,321 | 927 | 0.17% | — | 508 | +3,321 | New | Q4 2025 | Feb 25, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Added to | 3,283 | 916 | 0.01% | 0.01% | 509 | +176 | 5.66% | Q4 2025 | Feb 13, 2026 |
| Legacy Financial Group LLC | History | Reduced | 3,375 | 916 | 0.11% | 0.13% | 510 | -35 | -1.03% | Q4 2025 | Feb 05, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 3,262 | 910 | 0.03% | 0.03% | 511 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| McNamara Financial Services, Inc. | History | Reduced | 3,259 | 909 | 0.17% | 0.18% | 512 | -37 | -1.12% | Q4 2025 | Jan 21, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 3,252 | 907 | 0.0% | 0.0% | 513 | -15 | -0.46% | Q4 2025 | Feb 17, 2026 |
| Calamos Wealth Management LLC | History | No change | 3,226 | 900 | 0.03% | 0.03% | 514 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Freestone Capital Holdings, LLC | History | Added to | 3,218 | 898 | 0.03% | 0.03% | 515 | +300 | 10.28% | Q4 2025 | Jan 23, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 3,212 | 896 | 0.02% | 0.02% | 516 | +140 | 4.56% | Q4 2025 | Jan 23, 2026 |
| BESSEMER GROUP INC | History | No change | 3,165 | 884 | 0.0% | 0.0% | 517 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| NICOLET BANKSHARES INC | History | Added to | 3,157 | 881 | 0.14% | 0.05% | 518 | +2,144 | 211.65% | Q4 2025 | Feb 09, 2026 |
| ROSENBLUM SILVERMAN SUTTON S F INC /CA | History | Added to | 3,147 | 878 | 0.2% | 0.19% | 519 | +382 | 13.82% | Q4 2025 | Feb 13, 2026 |
| Provident Living Financial Services, Inc. | History | New | 3,109 | 867 | 0.85% | — | 521 | +3,109 | New | Q4 2025 | Jan 21, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Added to | 3,108 | 867 | 0.0% | 0.0% | 520 | +53 | 1.73% | Q4 2025 | Feb 17, 2026 |
| Tyche Wealth Partners LLC | History | Added to | 3,095 | 863 | 0.14% | 0.12% | 522 | +786 | 34.04% | Q4 2025 | Jan 23, 2026 |
| FLAGSTAR ADVISORS INC | History | Reduced | 3,089 | 862 | 0.29% | 0.33% | 523 | -521 | -14.43% | Q4 2025 | Jan 13, 2026 |
| Gryphon Financial Partners LLC | History | Added to | 3,091 | 862 | 0.09% | 0.1% | 524 | +9 | 0.29% | Q4 2025 | Jan 08, 2026 |
| Revolve Wealth Partners, LLC | History | No change | 3,060 | 854 | 0.1% | 0.11% | 525 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 3,022 | 843 | 0.02% | 0.02% | 526 | -66 | -2.14% | Q4 2025 | Jan 23, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | New | 3,013 | 841 | 0.18% | — | 527 | +3,013 | New | Q4 2025 | Feb 12, 2026 |
| Wick Capital Partners, LLC | History | Reduced | 3,008 | 839 | 0.15% | 0.21% | 528 | -3 | -0.1% | Q4 2025 | Mar 02, 2026 |
| SHERMAN PORFOLIOS, LLC | History | New | 3,003 | 838 | 0.06% | — | 530 | +3,003 | New | Q4 2025 | Feb 17, 2026 |
| Carnegie Investment Counsel | History | Added to | 3,004 | 838 | 0.02% | 0.02% | 529 | +46 | 1.56% | Q4 2025 | Jan 23, 2026 |
| Plancorp, LLC | History | Reduced | 3,002 | 837 | 0.03% | 0.03% | 531 | -142 | -4.52% | Q4 2025 | Feb 05, 2026 |
| Wealth Preservation Advisors, LLC | History | Reduced | 2,990 | 834 | 0.42% | 0.51% | 532 | -7 | -0.23% | Q4 2025 | Feb 23, 2026 |
| Sowell Financial Services LLC | History | Reduced | 2,966 | 828 | 0.03% | 0.03% | 533 | -65 | -2.14% | Q4 2025 | Jan 21, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 2,964 | 827 | 0.01% | 0.01% | 534 | -118 | -3.83% | Q4 2025 | Jan 21, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 2,957 | 825 | 0.01% | 0.02% | 535 | +10 | 0.34% | Q4 2025 | Jan 07, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 2,917 | 814 | 0.15% | 0.16% | 536 | +25 | 0.86% | Q4 2025 | Feb 12, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Added to | 2,919 | 814 | 0.07% | 0.07% | 537 | +5 | 0.17% | Q4 2025 | Feb 17, 2026 |
| Tudor Financial Inc. | History | Added to | 2,916 | 813 | 0.42% | 0.4% | 538 | +347 | 13.51% | Q4 2025 | Feb 13, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 2,908 | 811 | 0.02% | 0.02% | 539 | +124 | 4.45% | Q4 2025 | Feb 04, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 2,884 | 805 | 0.06% | 0.07% | 541 | +236 | 8.91% | Q4 2025 | Jan 13, 2026 |
| Strategic Financial Partners, Ltd. | History | Reduced | 2,883 | 805 | 0.35% | 0.39% | 542 | -40 | -1.37% | Q4 2025 | Feb 11, 2026 |
| Waterfront Wealth Inc. | History | No change | 2,835 | 805 | 0.15% | 0.17% | 540 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Legacy Capital Wealth Partners, LLC | History | No change | 2,882 | 804 | 0.17% | 0.18% | 543 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| AVISO WEALTH MANAGEMENT | History | Added to | 2,867 | 800 | 0.34% | 0.36% | 544 | +90 | 3.24% | Q4 2025 | Feb 13, 2026 |
| Anchor Investment Management, LLC | History | Added to | 2,837 | 791 | 0.06% | 0.06% | 545 | +319 | 12.67% | Q4 2025 | Feb 26, 2026 |
| Burns Matteson Capital Management, LLC | History | Reduced | 2,833 | 790 | 0.28% | 0.35% | 546 | -195 | -6.44% | Q4 2025 | Jan 15, 2026 |
| Bouvel Investment Partners, LLC | History | Added to | 2,781 | 776 | 0.22% | 0.22% | 547 | +276 | 11.02% | Q4 2025 | Jan 23, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 2,764 | 772 | 0.02% | 0.03% | 548 | +126 | 4.78% | Q4 2025 | Feb 12, 2026 |
| KANAWHA CAPITAL MANAGEMENT LLC | History | No change | 2,767 | 772 | 0.05% | 0.06% | 549 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Independent Wealth Network Inc. | History | Reduced | 2,761 | 770 | 0.24% | 0.26% | 550 | -26 | -0.93% | Q4 2025 | Jan 26, 2026 |
| Bernardo Wealth Planning LLC | History | No change | 2,720 | 759 | 0.14% | 0.16% | 551 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| WORLD EQUITY GROUP, INC. | History | Reduced | 2,715 | 757 | 0.21% | 0.4% | 552 | -3,309 | -54.93% | Q4 2025 | Jan 12, 2026 |
| Sepio Capital, LP | History | Reduced | 2,713 | 757 | 0.04% | 0.05% | 553 | -9 | -0.33% | Q4 2025 | Feb 12, 2026 |
| Bridgewater Advisors Inc. | History | No change | 2,676 | 756 | 0.05% | 0.05% | 554 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| ROMAN BUTLER FULLERTON & CO | History | Reduced | 2,614 | 741 | 0.19% | 0.21% | 555 | -100 | -3.68% | Q4 2025 | Jan 26, 2026 |
| Enclave Advisors LLC | History | No change | 2,656 | 741 | 0.11% | 0.12% | 556 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| WASHINGTON TRUST BANK | History | Reduced | 2,624 | 732 | 0.05% | 0.06% | 557 | -30 | -1.13% | Q4 2025 | Feb 04, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 2,593 | 731 | 0.03% | 0.08% | 558 | -1,570 | -37.71% | Q4 2025 | Feb 13, 2026 |
| VANCE WEALTH, LLC | History | Added to | 2,614 | 729 | 0.22% | 0.21% | 559 | +250 | 10.58% | Q4 2025 | Feb 17, 2026 |
| Richmond Investment Services, LLC | History | Reduced | 2,608 | 727 | 0.13% | 0.15% | 560 | -222 | -7.84% | Q4 2025 | Feb 12, 2026 |
| THOMPSON SIEGEL & WALMSLEY LLC | History | No change | 2,601 | 726 | 0.01% | 0.01% | 561 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 2,593 | 723 | 0.0% | 0.0% | 562 | +380 | 17.17% | Q4 2025 | Feb 12, 2026 |
| NorthRock Partners, LLC | History | Added to | 2,576 | 719 | 0.01% | 0.01% | 563 | +566 | 28.16% | Q4 2025 | Feb 17, 2026 |
| Parallel Advisors, LLC | History | Added to | 2,576 | 719 | 0.01% | 0.01% | 564 | +321 | 14.24% | Q4 2025 | Feb 11, 2026 |
| Goelzer Investment Management, Inc. | History | Added to | 2,567 | 716 | 0.03% | 0.03% | 565 | +603 | 30.7% | Q4 2025 | Jan 14, 2026 |
| Advocate Investing Services LLC | History | New | 2,533 | 707 | 0.63% | — | 567 | +2,533 | New | Q4 2025 | Feb 12, 2026 |
| Strategic Financial Services, Inc. | History | Added to | 2,582 | 707 | 0.03% | 0.03% | 566 | +220 | 9.31% | Q4 2025 | Feb 09, 2026 |
| AMARA FINANCIAL, LLC. | History | Added to | 2,514 | 701 | 0.49% | 0.5% | 568 | +184 | 7.9% | Q4 2025 | Feb 03, 2026 |
| Advisors Capital Management, LLC | History | Added to | 2,486 | 694 | 0.01% | 0.01% | 569 | +173 | 7.48% | Q4 2025 | Jan 29, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Reduced | 2,486 | 693 | 0.0% | 0.0% | 570 | -58 | -2.28% | Q4 2025 | Feb 17, 2026 |
| Roof Eidam Maycock Peralta, LLC | History | No change | 2,480 | 692 | 0.16% | 0.18% | 571 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | Added to | 2,472 | 690 | 0.1% | 0.11% | 572 | +25 | 1.02% | Q4 2025 | Feb 03, 2026 |
| Bridgewealth Advisory Group, LLC | History | No change | 2,468 | 688 | 0.15% | 0.17% | 573 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Pinion Investment Advisors, LLC | History | Added to | 2,448 | 683 | 0.17% | 0.19% | 574 | +48 | 2.0% | Q4 2025 | Jan 29, 2026 |
| Thayer Partners, LLC / MA | History | New | 2,398 | 669 | 0.33% | — | 577 | +2,398 | New | Q4 2025 | Feb 05, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 2,399 | 669 | 0.02% | 0.02% | 576 | -981 | -29.02% | Q4 2025 | Feb 13, 2026 |
| ASPIRIANT, LLC | History | No change | 2,398 | 669 | 0.02% | 0.02% | 575 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Evolution Advisers, Inc. | History | No change | 2,389 | 667 | 0.29% | 0.32% | 578 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| GWN SECURITIES INC. | History | Added to | 2,386 | 666 | 0.13% | 0.15% | 579 | +259 | 12.18% | Q4 2025 | Feb 11, 2026 |
| COMPASS CAPITAL CORP /MA/ /ADV | History | Reduced | 2,394 | 660 | 0.25% | 0.36% | 580 | -516 | -17.73% | Q4 2025 | Feb 12, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Reduced | 2,365 | 660 | 0.08% | 0.1% | 581 | -276 | -10.45% | Q4 2025 | Jan 26, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | Reduced | 2,343 | 654 | 0.11% | 0.12% | 582 | -18 | -0.76% | Q4 2025 | Jan 27, 2026 |
| Pinnacle Bancorp, Inc. | History | Reduced | 2,335 | 651 | 0.19% | 0.21% | 583 | -114 | -4.65% | Q4 2025 | Jan 22, 2026 |
| WEST BANCORPORATION INC | History | Reduced | 2,318 | 647 | 0.34% | 0.39% | 584 | -49 | -2.07% | Q4 2025 | Jan 29, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 2,310 | 644 | 0.0% | 0.01% | 585 | -240 | -9.41% | Q4 2025 | Jan 14, 2026 |
| Clear Harbor Asset Management, LLC | History | No change | 2,308 | 644 | 0.04% | 0.05% | 586 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 2,272 | 634 | 0.03% | 0.04% | 587 | +46 | 2.07% | Q4 2025 | Jan 20, 2026 |
| One Capital Management, LLC | History | Reduced | 2,270 | 633 | 0.02% | 0.03% | 588 | -457 | -16.76% | Q4 2025 | Feb 10, 2026 |
| Resurgent Financial Advisors LLC | History | Added to | 2,270 | 633 | 0.32% | 0.32% | 589 | +20 | 0.89% | Q4 2025 | Feb 12, 2026 |
| Bank of Marin | History | Reduced | 2,257 | 630 | 0.43% | 0.48% | 590 | -38 | -1.66% | Q4 2025 | Feb 17, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 2,229 | 622 | 0.0% | 0.0% | 591 | -828 | -27.09% | Q4 2025 | Feb 13, 2026 |
| SGL Investment Advisors, Inc. | History | Added to | 2,336 | 622 | 0.25% | 0.24% | 592 | +354 | 17.86% | Q4 2025 | Feb 06, 2026 |
| Mill Creek Capital Advisors, LLC | History | Reduced | 2,204 | 615 | 0.01% | 0.01% | 594 | -55 | -2.43% | Q4 2025 | Feb 13, 2026 |
| Verdence Capital Advisors LLC | History | Reduced | 2,205 | 615 | 0.04% | 0.04% | 593 | -41 | -1.83% | Q4 2025 | Jan 29, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 2,189 | 611 | 0.0% | — | 595 | +2,189 | New | Q4 2025 | Feb 13, 2026 |
| Legacy Wealth Partners, LLC | History | New | 2,163 | 603 | 0.16% | — | 596 | +2,163 | New | Q4 2025 | Feb 17, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 2,160 | 602 | 0.0% | 0.0% | 597 | +79 | 3.8% | Q4 2025 | Feb 09, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 2,158 | 602 | 0.03% | 0.03% | 598 | +3 | 0.14% | Q4 2025 | Jan 21, 2026 |
| CROBAN | History | Reduced | 2,131 | 594 | 0.29% | 0.52% | 599 | -501 | -19.03% | Q4 2025 | Feb 13, 2026 |
| WP Advisors, LLC | History | Added to | 2,107 | 588 | 0.15% | 0.16% | 600 | +7 | 0.33% | Q4 2025 | Jan 28, 2026 |
| Powell Investment Advisors, LLC | History | No change | 2,109 | 588 | 0.2% | 0.22% | 601 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| EWA, LLC | History | No change | 2,104 | 587 | 0.14% | 0.17% | 602 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 2,095 | 585 | 0.02% | 0.02% | 603 | -13 | -0.62% | Q4 2025 | Feb 17, 2026 |
| SPIREPOINT PRIVATE CLIENT, LLC | History | No change | 2,098 | 585 | 0.06% | 0.06% | 604 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Merited Wealth, LLC | History | New | 2,093 | 584 | 0.54% | — | 606 | +2,093 | New | Q4 2025 | Mar 26, 2026 |
| Trilogy Capital Inc. | History | Reduced | 2,094 | 584 | 0.03% | 0.03% | 605 | -21 | -0.99% | Q4 2025 | Jan 22, 2026 |
| Empower Advisory Group, LLC | History | Added to | 2,083 | 581 | 0.0% | 0.0% | 607 | +843 | 67.98% | Q4 2025 | Feb 12, 2026 |
| FWG Investments, LLC. | History | Added to | 2,071 | 578 | 0.37% | 0.15% | 608 | +1,309 | 171.78% | Q4 2025 | Jan 28, 2026 |
| Petix & Botte Co | History | Reduced | 2,058 | 574 | 0.13% | 0.14% | 609 | -78 | -3.65% | Q4 2025 | Feb 05, 2026 |
| Axecap Investments, LLC | History | New | 2,053 | 573 | 0.35% | — | 610 | +2,053 | New | Q4 2025 | Jan 29, 2026 |
| Cypress Wealth Services, LLC | History | New | 2,042 | 570 | 0.08% | — | 611 | +2,042 | New | Q4 2025 | Jan 14, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 2,039 | 569 | 0.04% | 0.04% | 612 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Keystone Financial Services, LLC | History | Reduced | 2,038 | 568 | 0.39% | 0.43% | 613 | -48 | -2.3% | Q4 2025 | Jan 27, 2026 |
| Collaborative Wealth Managment Inc. | History | New | 2,029 | 566 | 0.2% | — | 614 | +2,029 | New | Q4 2025 | Feb 09, 2026 |
| Wilkerson Advisory Group LLC | History | New | 2,000 | 558 | 0.2% | — | 615 | +2,000 | New | Q4 2025 | Feb 13, 2026 |
| Golden State Equity Partners | History | New | 1,999 | 557 | 0.09% | — | 616 | +1,999 | New | Q4 2025 | Jan 29, 2026 |
| Smith Asset Management Co., LLC | History | Reduced | 1,993 | 556 | 0.46% | 0.5% | 617 | -14 | -0.7% | Q4 2025 | Feb 19, 2026 |
| Stratos Investment Management, LLC | History | Reduced | 1,968 | 549 | 0.02% | 0.02% | 618 | -3 | -0.15% | Q4 2025 | Jan 20, 2026 |
| DDFG, Inc | History | Reduced | 1,963 | 548 | 0.12% | 0.13% | 621 | -9 | -0.46% | Q4 2025 | Jan 08, 2026 |
| DAVIS R M INC | History | No change | 1,965 | 548 | 0.01% | 0.01% | 619 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Rehmann Capital Advisory Group | History | No change | 1,966 | 548 | 0.03% | 0.03% | 620 | 0 | 0.0% | Q4 2025 | Mar 04, 2026 |
| FDx Advisors, Inc. | History | Reduced | 1,949 | 544 | 0.28% | 0.17% | 622 | -12 | -0.61% | Q4 2025 | Feb 10, 2026 |
| Bishop & Co Investment Management, LLC | History | No change | 1,952 | 544 | 0.18% | 0.19% | 623 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Meeder Advisory Services, Inc. | History | Added to | 1,928 | 538 | 0.02% | 0.03% | 624 | +44 | 2.34% | Q4 2025 | Feb 11, 2026 |
| VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | History | Added to | 1,903 | 531 | 0.15% | 0.12% | 625 | +498 | 35.44% | Q4 2025 | Feb 12, 2026 |
| MCF Advisors LLC | History | Added to | 1,899 | 530 | 0.03% | 0.03% | 626 | +118 | 6.63% | Q4 2025 | Feb 11, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 1,874 | 523 | 0.01% | 0.01% | 627 | +600 | 47.1% | Q4 2025 | Jan 27, 2026 |
| F/m Investments LLC | History | No change | 1,862 | 519 | 0.02% | 0.02% | 628 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Meridian Wealth Advisors, LLC | History | Added to | 1,855 | 517 | 0.07% | 0.08% | 629 | +1 | 0.05% | Q4 2025 | Feb 17, 2026 |
| J HAGAN CAPITAL, INC. | History | Reduced | 1,849 | 516 | 0.29% | 1.21% | 631 | -4,979 | -72.92% | Q4 2025 | Feb 17, 2026 |
| AssuredPartners Investment Advisors, LLC | History | New | 1,851 | 516 | 0.08% | — | 630 | +1,851 | New | Q4 2025 | Feb 03, 2026 |
| WILLNER & HELLER, LLC | History | Reduced | 1,846 | 515 | 0.37% | 0.46% | 633 | -216 | -10.48% | Q4 2025 | Jan 12, 2026 |
| HUB Investment Partners, LLC | History | No change | 1,847 | 515 | 0.01% | 0.02% | 632 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| ICONIQ Capital, LLC | History | No change | 1,840 | 513 | 0.01% | 0.01% | 634 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 1,835 | 512 | 0.0% | 0.0% | 635 | +92 | 5.28% | Q4 2025 | Feb 12, 2026 |
| Howard Capital Management Inc. | History | New | 1,828 | 510 | 0.01% | — | 636 | +1,828 | New | Q4 2025 | Jan 23, 2026 |
| Milestone Investment Advisors LLC | History | Reduced | 1,828 | 510 | 0.12% | 0.14% | 637 | -115 | -5.92% | Q4 2025 | Feb 11, 2026 |
| INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | History | Added to | 1,826 | 509 | 0.21% | 0.23% | 638 | +1 | 0.05% | Q4 2025 | Feb 04, 2026 |
| Triton Wealth Management, PLLC | History | Reduced | 1,873 | 507 | 0.19% | 0.21% | 639 | -2 | -0.11% | Q4 2025 | Feb 05, 2026 |
| Financial Freedom, LLC | History | Added to | 1,820 | 507 | 0.25% | 0.27% | 640 | +1 | 0.05% | Q4 2025 | Feb 17, 2026 |
| Sovereign Financial Group, Inc. | History | Added to | 1,812 | 505 | 0.09% | 0.1% | 641 | +1 | 0.06% | Q4 2025 | Jan 07, 2026 |
| Archford Capital Strategies, LLC | History | No change | 1,804 | 503 | 0.06% | 0.06% | 642 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| SeaCrest Wealth Management, LLC | History | Reduced | 1,748 | 499 | 0.05% | 0.06% | 643 | -65 | -3.59% | Q4 2025 | Jan 12, 2026 |
| Passive Capital Management, LLC. | History | No change | 1,789 | 499 | 0.16% | 0.17% | 644 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 1,787 | 498 | 0.01% | 0.01% | 645 | +38 | 2.17% | Q4 2025 | Jan 21, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Reduced | 1,776 | 495 | 0.01% | 0.01% | 646 | -12 | -0.67% | Q4 2025 | Feb 09, 2026 |
| StoneX Group Inc. | History | Reduced | 1,763 | 492 | 0.02% | 0.05% | 647 | -2,210 | -55.63% | Q4 2025 | Feb 12, 2026 |
| WEALTHSPAN PARTNERS, LLC | History | Reduced | 1,760 | 491 | 0.18% | 0.21% | 648 | -87 | -4.71% | Q4 2025 | Jan 27, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 1,757 | 490 | 0.03% | 0.02% | 649 | +364 | 26.13% | Q4 2025 | Jan 14, 2026 |
| Ledyard National Bank | History | Reduced | 1,751 | 488 | 0.04% | 0.05% | 650 | -52 | -2.88% | Q4 2025 | Jan 21, 2026 |
| Old North State Wealth Management, LLC | History | Reduced | 1,746 | 488 | 0.23% | 0.24% | 651 | -14 | -0.8% | Q4 2025 | Jan 23, 2026 |
| KENNICOTT CAPITAL MANAGEMENT LLC | History | No change | 1,739 | 485 | 0.24% | 0.25% | 652 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | History | Reduced | 1,731 | 483 | 0.17% | 0.18% | 653 | -9 | -0.52% | Q4 2025 | Jan 21, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Reduced | 1,730 | 482 | 0.03% | 0.1% | 654 | -4,049 | -70.06% | Q4 2025 | Jan 20, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Reduced | 1,729 | 482 | 0.05% | 0.06% | 655 | -52 | -2.92% | Q4 2025 | Jan 28, 2026 |
| DEARBORN PARTNERS LLC | History | No change | 1,721 | 480 | 0.02% | 0.02% | 656 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Peterson Wealth Advisors, LLC | History | Added to | 1,702 | 475 | 0.06% | 0.05% | 657 | +603 | 54.87% | Q4 2025 | Jan 09, 2026 |
| Curi Capital, LLC | History | Reduced | 1,689 | 471 | 0.01% | 0.01% | 658 | -200 | -10.59% | Q4 2025 | Feb 17, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 1,688 | 471 | 0.03% | 0.04% | 659 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Rockbridge Investment Management, LCC | History | Reduced | 1,682 | 469 | 0.04% | 0.05% | 660 | -15 | -0.88% | Q4 2025 | Feb 04, 2026 |
| Everstar Asset Management, LLC | History | No change | 1,670 | 466 | 0.25% | 0.28% | 661 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| UNIVEST FINANCIAL Corp | History | Added to | 1,662 | 463 | 0.02% | 0.03% | 662 | +3 | 0.18% | Q4 2025 | Feb 04, 2026 |
| Aaron Wealth Advisors LLC | History | No change | 1,651 | 460 | 0.03% | 0.03% | 663 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| GEN Financial Management, INC. | History | No change | 1,640 | 457 | 0.29% | 0.41% | 664 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 1,628 | 454 | 0.01% | 0.02% | 665 | -3,676 | -69.31% | Q4 2025 | Feb 10, 2026 |
| TECTONIC ADVISORS LLC | History | Added to | 1,595 | 445 | 0.02% | 0.02% | 666 | +235 | 17.28% | Q4 2025 | Jan 23, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | No change | 1,590 | 443 | 0.21% | 0.23% | 667 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| RFG Advisory, LLC | History | Added to | 1,587 | 442 | 0.01% | 0.01% | 669 | +101 | 6.8% | Q4 2025 | Feb 03, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 1,585 | 442 | 0.04% | 0.04% | 668 | -65 | -3.94% | Q4 2025 | Jan 26, 2026 |
| BEACON FINANCIAL GROUP | History | New | 1,566 | 437 | 0.04% | — | 670 | +1,566 | New | Q4 2025 | Apr 01, 2026 |
| KLCM Advisors, Inc. | History | New | 1,564 | 436 | 0.04% | — | 671 | +1,564 | New | Q4 2025 | Feb 04, 2026 |
| Integrated Advisors Network LLC | History | No change | 1,559 | 435 | 0.02% | 0.02% | 672 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| WRAPMANAGER INC | History | Reduced | 1,556 | 434 | 0.15% | 0.18% | 673 | -487 | -23.84% | Q4 2025 | Feb 06, 2026 |
| 49 WEALTH MANAGEMENT, LLC | History | Added to | 1,544 | 430 | 0.03% | 0.04% | 676 | +39 | 2.59% | Q4 2025 | Feb 04, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 1,543 | 430 | 0.0% | 0.0% | 675 | +7 | 0.46% | Q4 2025 | Feb 17, 2026 |
| NORTH STAR ASSET MANAGEMENT INC | History | No change | 1,544 | 430 | 0.02% | 0.02% | 674 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| CAPITAL INSIGHT PARTNERS, LLC | History | New | 1,532 | 427 | 0.09% | — | 677 | +1,532 | New | Q4 2025 | Feb 17, 2026 |
| Creekside Partners | History | Added to | 1,511 | 421 | 0.18% | 0.19% | 678 | +4 | 0.27% | Q4 2025 | Feb 13, 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD | History | New | 1,504 | 419 | 0.06% | — | 679 | +1,504 | New | Q4 2025 | Feb 13, 2026 |
| Valmark Advisers, Inc. | History | Added to | 1,503 | 419 | 0.01% | 0.0% | 680 | +673 | 81.08% | Q4 2025 | Jan 26, 2026 |
| BLB&B Advisors, LLC | History | Added to | 1,504 | 419 | 0.02% | 0.02% | 681 | +271 | 21.98% | Q4 2025 | Jan 26, 2026 |
| Reynders McVeigh Capital Management, LLC | History | No change | 1,500 | 419 | 0.02% | 0.02% | 682 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| NORTHSTAR ASSET MANAGEMENT Co | History | No change | 1,500 | 418 | 0.09% | 0.09% | 683 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| RFG HOLDINGS, INC. | History | Added to | 1,494 | 417 | 0.1% | 0.11% | 684 | +5 | 0.34% | Q4 2025 | Jan 23, 2026 |
| Vestmark Advisory Solutions, Inc. | History | New | 1,488 | 415 | 0.01% | — | 685 | +1,488 | New | Q4 2025 | Feb 06, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | New | 1,488 | 415 | 0.02% | — | 686 | +1,488 | New | Q4 2025 | Feb 12, 2026 |
| MOLLER WEALTH PARTNERS | History | Reduced | 1,482 | 413 | 0.09% | 0.2% | 687 | -1,794 | -54.76% | Q4 2025 | Jan 08, 2026 |
| Morton Brown Family Wealth, LLC | History | Reduced | 1,480 | 413 | 0.11% | 0.15% | 688 | -277 | -15.77% | Q4 2025 | Jan 28, 2026 |
| Madison Park Capital Advisors, LLC | History | Added to | 1,481 | 413 | 0.34% | 0.36% | 689 | +5 | 0.34% | Q4 2025 | Jan 20, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | No change | 1,478 | 412 | 0.05% | 0.06% | 690 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Acropolis Investment Management, LLC | History | Added to | 1,475 | 411 | 0.02% | 0.02% | 691 | +52 | 3.65% | Q4 2025 | Jan 14, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 1,467 | 410 | 0.02% | 0.02% | 692 | -114 | -7.21% | Q4 2025 | Feb 13, 2026 |
| Intelligence Driven Advisers, LLC | History | Reduced | 1,466 | 409 | 0.06% | 0.06% | 693 | -43 | -2.85% | Q4 2025 | Jan 23, 2026 |
| Freedom Investment Management, Inc. | History | Reduced | 1,430 | 399 | 0.12% | 0.2% | 694 | -1,109 | -43.68% | Q4 2025 | Feb 06, 2026 |
| Copia Wealth Management | History | Reduced | 1,432 | 399 | 0.29% | 0.32% | 695 | -12 | -0.83% | Q4 2025 | Feb 06, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 1,424 | 397 | 0.0% | 0.0% | 696 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Greenspring Advisors, LLC | History | New | 1,391 | 388 | 0.02% | — | 697 | +1,391 | New | Q4 2025 | Feb 10, 2026 |
| Paulson Wealth Management Inc. | History | Reduced | 1,387 | 387 | 0.09% | 0.13% | 698 | -550 | -28.39% | Q4 2025 | Feb 05, 2026 |
| Noble Wealth Management PBC | History | No change | 1,375 | 383 | 0.19% | 0.21% | 699 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 1,351 | 381 | 0.03% | 0.03% | 700 | +13 | 0.97% | Q4 2025 | Jan 15, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 1,358 | 379 | 0.03% | — | 701 | +1,358 | New | Q4 2025 | Feb 03, 2026 |
| Kovack Advisors, Inc. | History | New | 1,355 | 378 | 0.02% | — | 702 | +1,355 | New | Q4 2025 | Feb 17, 2026 |
| Lodestone Wealth Management LLC | History | Added to | 1,356 | 378 | 0.15% | 0.18% | 703 | +25 | 1.88% | Q4 2025 | Jan 15, 2026 |
| LIBERTY SQUARE WEALTH PARTNERS LLC | History | No change | 1,356 | 378 | 0.11% | 0.12% | 704 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Haverford Trust Co | History | No change | 1,339 | 373 | 0.0% | 0.0% | 705 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Sara-Bay Financial | History | Added to | 1,313 | 370 | 0.11% | 0.09% | 706 | +182 | 16.09% | Q4 2025 | Jan 20, 2026 |
| CHAPIN DAVIS, INC. | History | No change | 1,321 | 368 | 0.09% | 0.1% | 707 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Added to | 1,316 | 367 | 0.02% | 0.02% | 708 | +5 | 0.38% | Q4 2025 | Jan 13, 2026 |
| Partners in Financial Planning | History | Reduced | 1,313 | 366 | 0.06% | 0.07% | 710 | -66 | -4.79% | Q4 2025 | Feb 02, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Reduced | 1,310 | 366 | 0.0% | 0.01% | 709 | -65 | -4.73% | Q4 2025 | Feb 10, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Reduced | 1,310 | 365 | 0.04% | 0.05% | 711 | -89 | -6.36% | Q4 2025 | Feb 13, 2026 |
| Patten Group, Inc. | History | Reduced | 1,300 | 362 | 0.07% | 0.09% | 712 | -210 | -13.91% | Q4 2025 | Jan 23, 2026 |
| M&T BANK CORP | History | Added to | 1,296 | 361 | 0.0% | 0.0% | 713 | +295 | 29.47% | Q4 2025 | Jan 30, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 1,295 | 361 | 0.01% | 0.01% | 714 | -122 | -8.61% | Q4 2025 | Feb 05, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 1,292 | 360 | 0.01% | 0.01% | 715 | -775 | -37.49% | Q4 2025 | Feb 05, 2026 |
| Continuum Advisory, LLC | History | Added to | 1,293 | 360 | 0.04% | 0.04% | 716 | +130 | 11.18% | Q4 2025 | Feb 11, 2026 |
| Wealthspire Retirement, LLC | History | Added to | 1,293 | 360 | 0.02% | 0.02% | 717 | +34 | 2.7% | Q4 2025 | Feb 18, 2026 |
| Klingman & Associates, LLC | History | No change | 1,288 | 359 | 0.02% | 0.02% | 718 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| AIMZ Investment Advisors, LLC | History | New | 1,285 | 358 | 0.1% | — | 720 | +1,285 | New | Q4 2025 | Feb 17, 2026 |
| Arete Wealth Advisors, LLC | History | Reduced | 1,281 | 358 | 0.02% | 0.05% | 719 | -1,240 | -49.19% | Q4 2025 | Feb 13, 2026 |
| Caldwell Trust Co | History | Added to | 1,281 | 357 | 0.03% | 0.03% | 721 | +54 | 4.4% | Q4 2025 | Jan 30, 2026 |
| CALTON & ASSOCIATES, INC. | History | No change | 1,278 | 356 | 0.05% | 0.06% | 722 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Pacific Excel Wealth Advisors, Inc. | History | New | 1,253 | 349 | 0.66% | — | 725 | +1,253 | New | Q4 2025 | Feb 18, 2026 |
| HSBC HOLDINGS PLC | History | New | 1,252 | 349 | 0.0% | — | 723 | +1,252 | New | Q4 2025 | Mar 20, 2026 |
| Duncan Williams Asset Management, LLC | History | Added to | 1,287 | 349 | 0.09% | 0.11% | 724 | +4 | 0.31% | Q4 2025 | Feb 05, 2026 |
| Leading Edge Financial Planning LLC | History | Reduced | 1,249 | 348 | 0.08% | 0.53% | 726 | -5,973 | -82.71% | Q4 2025 | Jan 21, 2026 |
| Wells Financial Advisors INC | History | Reduced | 1,246 | 347 | 0.66% | 0.53% | 727 | -95 | -7.08% | Q4 2025 | Feb 02, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | Reduced | 1,242 | 346 | 0.11% | 0.13% | 728 | -123 | -9.01% | Q4 2025 | Jan 27, 2026 |
| Asset Dedication, LLC | History | No change | 1,238 | 345 | 0.02% | 0.02% | 729 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Added to | 1,219 | 340 | 0.02% | 0.02% | 730 | +132 | 12.14% | Q4 2025 | Feb 11, 2026 |
| BLALOCK WILLIAMS, LLC | History | Reduced | 1,218 | 339 | 0.27% | 0.42% | 731 | -412 | -25.28% | Q4 2025 | Feb 02, 2026 |
| Summit Financial, LLC | History | New | 1,214 | 338 | 0.0% | — | 732 | +1,214 | New | Q4 2025 | Feb 13, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 1,213 | 338 | 0.0% | 0.0% | 734 | +283 | 30.43% | Q4 2025 | Feb 02, 2026 |
| New Hampshire Trust | History | No change | 1,212 | 338 | 0.07% | 0.07% | 733 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Balboa Wealth Partners | History | Reduced | 1,197 | 334 | 0.06% | 0.13% | 736 | -1,385 | -53.64% | Q4 2025 | Jan 16, 2026 |
| Wilson & Boucher Capital Management, LLC | History | No change | 1,200 | 334 | 0.22% | 0.23% | 735 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| LWM ADVISORS INC | History | No change | 1,182 | 329 | 0.29% | 0.31% | 737 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| KEYVANTAGE WEALTH, LLC | History | Reduced | 1,176 | 328 | 0.14% | 0.16% | 739 | -86 | -6.81% | Q4 2025 | Feb 10, 2026 |
| CM WEALTH ADVISORS LLC | History | No change | 1,177 | 328 | 0.07% | 0.09% | 738 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Artesa Financial Group, LLC | History | New | 1,173 | 327 | 0.34% | — | 743 | +1,173 | New | Q4 2025 | Feb 11, 2026 |
| CULBERTSON A N & CO INC | History | Reduced | 1,175 | 327 | 0.04% | 0.05% | 741 | -5 | -0.42% | Q4 2025 | Jan 21, 2026 |
| HOWLAND CAPITAL MANAGEMENT LLC | History | No change | 1,175 | 327 | 0.01% | 0.01% | 740 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Independent Solutions Wealth Management, LLC | History | No change | 1,172 | 327 | 0.06% | 0.06% | 742 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| CDM FINANCIAL COUNSELING SERVICES, INC. | History | New | 1,145 | 319 | 0.3% | — | 747 | +1,145 | New | Q4 2025 | Feb 05, 2026 |
| Refined Wealth Management | History | New | 1,143 | 319 | 0.21% | — | 744 | +1,143 | New | Q4 2025 | Jan 15, 2026 |
| Taylor & Morgan Wealth Management, LLC | History | Added to | 1,143 | 319 | 0.18% | 0.2% | 745 | +56 | 5.15% | Q4 2025 | Jan 16, 2026 |
| Scott Capital Advisors, LLC | History | No change | 1,144 | 319 | 0.07% | 0.08% | 746 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| NWF Advisory Services Inc. | History | Reduced | 1,140 | 318 | 0.04% | 0.04% | 748 | -144 | -11.21% | Q4 2025 | Mar 03, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 1,131 | 315 | 0.0% | 0.0% | 749 | -63 | -5.28% | Q4 2025 | Feb 13, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | Reduced | 1,121 | 313 | 0.09% | 0.13% | 751 | -348 | -23.69% | Q4 2025 | Feb 10, 2026 |
| UNIQUE WEALTH, LLC | History | Added to | 1,122 | 313 | 0.04% | 0.04% | 750 | +262 | 30.47% | Q4 2025 | Jan 06, 2026 |
| Argent Advisors, Inc. | History | No change | 1,120 | 312 | 0.09% | 0.1% | 752 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Headland Capital, LLC | History | No change | 1,119 | 312 | 0.09% | 0.09% | 753 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| American Trust | History | Reduced | 1,116 | 311 | 0.03% | 0.03% | 755 | -39 | -3.38% | Q4 2025 | Feb 17, 2026 |
| GoalVest Advisory LLC | History | No change | 1,117 | 311 | 0.06% | 0.07% | 754 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Zhang Financial LLC | History | Added to | 1,111 | 310 | 0.01% | 0.01% | 756 | +1 | 0.09% | Q4 2025 | Feb 10, 2026 |
| Gallacher Capital Management LLC | History | No change | 1,111 | 310 | 0.12% | 0.13% | 757 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Auxano Advisors, LLC | History | Added to | 1,105 | 308 | 0.06% | 0.05% | 759 | +309 | 38.82% | Q4 2025 | Feb 06, 2026 |
| MBL Wealth, LLC | History | Reduced | 1,105 | 308 | 0.02% | 0.03% | 760 | -8 | -0.72% | Q4 2025 | Jan 21, 2026 |
| Schneider Downs Wealth Management Advisors, LP | History | No change | 1,105 | 308 | 0.03% | 0.04% | 758 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| PFG Investments, LLC | History | Added to | 1,099 | 306 | 0.01% | 0.02% | 761 | +37 | 3.48% | Q4 2025 | Jan 26, 2026 |
| Argentarii, LLC | History | Reduced | 1,096 | 305 | 0.1% | 0.14% | 762 | -87 | -7.35% | Q4 2025 | Jan 13, 2026 |
| Soltis Investment Advisors LLC | History | Added to | 1,089 | 303 | 0.02% | 0.02% | 763 | +216 | 24.74% | Q4 2025 | Apr 02, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Added to | 1,086 | 303 | 0.1% | 0.2% | 764 | +9 | 0.84% | Q4 2025 | Jan 22, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | New | 1,082 | 302 | 0.02% | — | 765 | +1,082 | New | Q4 2025 | Feb 10, 2026 |
| L. Roy Papp & Associates, LLP | History | Reduced | 1,077 | 300 | 0.03% | 0.07% | 766 | -1,123 | -51.05% | Q4 2025 | Jan 28, 2026 |
| ORLEANS CAPITAL MANAGEMENT CORP/LA | History | Reduced | 1,075 | 300 | 0.19% | 0.22% | 767 | -75 | -6.52% | Q4 2025 | Feb 13, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 1,074 | 299 | 0.02% | 0.03% | 769 | -620 | -36.6% | Q4 2025 | Jan 30, 2026 |
| BOK Financial Private Wealth, Inc. | History | Added to | 1,074 | 299 | 0.02% | 0.02% | 768 | +119 | 12.46% | Q4 2025 | Feb 06, 2026 |
| Snider Financial Group | History | Reduced | 1,061 | 296 | 0.08% | 0.09% | 770 | -63 | -5.6% | Q4 2025 | Jan 21, 2026 |
| SMITH, MOORE & CO. | History | Added to | 1,050 | 292 | 0.02% | 0.02% | 771 | +40 | 3.96% | Q4 2025 | Jan 23, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 1,047 | 292 | 0.0% | 0.0% | 772 | -7 | -0.66% | Q4 2025 | Feb 09, 2026 |
| Kendall Capital Management | History | No change | 1,041 | 290 | 0.06% | 0.07% | 773 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Larson Financial Group LLC | History | Added to | 1,037 | 289 | 0.01% | 0.01% | 774 | +213 | 25.85% | Q4 2025 | Feb 06, 2026 |
| MOR Wealth Management, LLC | History | New | 1,032 | 288 | 0.13% | — | 776 | +1,032 | New | Q4 2025 | Jan 15, 2026 |
| CPA Asset Management Group, LLC | History | No change | 1,032 | 288 | 0.1% | 0.12% | 775 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| STAGE HARBOR FINANCIAL, LLC | History | No change | 1,015 | 283 | 0.19% | 0.22% | 777 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Clark Capital Management Group, Inc. | History | New | 1,012 | 282 | 0.0% | — | 778 | +1,012 | New | Q4 2025 | Feb 17, 2026 |
| Redmond Asset Management, LLC | History | No change | 1,013 | 282 | 0.07% | 0.07% | 779 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Beacon Financial Advisory LLC | History | New | 1,007 | 281 | 0.07% | — | 781 | +1,007 | New | Q4 2025 | Feb 17, 2026 |
| New England Private Wealth Advisors LLC | History | No change | 1,007 | 281 | 0.03% | 0.04% | 780 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| S.A. Mason LLC | History | No change | 1,000 | 279 | 0.11% | 0.13% | 782 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| City State Bank | History | No change | 1,002 | 279 | 0.08% | 0.08% | 783 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| WealthBridge Capital Management, LLC | History | No change | 997 | 278 | 0.06% | 0.07% | 784 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Long Island Wealth Management, Inc. | History | No change | 996 | 278 | 0.13% | 0.14% | 785 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| William Mack & Associates, Inc. | History | No change | 999 | 278 | 0.13% | 0.16% | 786 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Castle Rock Wealth Management, LLC | History | Added to | 1,022 | 276 | 0.06% | 0.07% | 787 | +2 | 0.2% | Q4 2025 | Feb 05, 2026 |
| Accredited Investors Inc. | History | No change | 982 | 274 | 0.01% | 0.02% | 788 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Garden State Investment Advisory Services LLC | History | No change | 981 | 274 | 0.06% | 0.06% | 789 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Forum Financial Management, LP | History | No change | 980 | 273 | 0.0% | 0.0% | 790 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| WATERS PARKERSON & CO., LLC | History | New | 976 | 272 | 0.01% | — | 791 | +976 | New | Q4 2025 | Feb 12, 2026 |
| Martel Wealth Advisors Inc | History | No change | 975 | 272 | 0.05% | 0.05% | 792 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Evernest Financial Advisors, LLC | History | No change | 979 | 270 | 0.06% | 0.08% | 793 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Sicart Associates LLC | History | No change | 965 | 269 | 0.07% | 0.08% | 794 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Galvin, Gaustad & Stein, LLC | History | No change | 960 | 267 | 0.02% | 0.02% | 795 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Daviman Financial, LLC | History | New | 955 | 266 | 0.16% | — | 796 | +955 | New | Q4 2025 | Feb 06, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Added to | 947 | 264 | 0.13% | 0.01% | 797 | +904 | 2102.33% | Q4 2025 | Feb 03, 2026 |
| Fearless Solutions, LLC dba Best Invest | History | Reduced | 947 | 264 | 0.16% | 0.18% | 798 | -5 | -0.53% | Q4 2025 | Jan 20, 2026 |
| Strategic Blueprint, LLC | History | Added to | 944 | 263 | 0.02% | 0.01% | 799 | +30 | 3.28% | Q4 2025 | Jan 30, 2026 |
| Columbus Macro, LLC | History | No change | 936 | 261 | 0.03% | 0.03% | 800 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |