VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - VT
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Rakuten Investment Management, Inc. | History | No change | 15,505,097 | 2,130,090 | 7.17% | 7.58% | 1 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | History | Added to | 8,709,296 | 1,228,533 | 18.92% | 14.0% | 2 | +3,161,632 | 56.99% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 6,649,142 | 937,928 | 0.06% | 0.04% | 3 | +1,562,614 | 30.72% | Q4 2025 | Feb 13, 2026 |
| US BANCORP \DE\ | History | Added to | 4,237,931 | 597,825 | 0.7% | 0.65% | 4 | +263,745 | 6.64% | Q4 2025 | Jan 30, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | New | 3,745,912 | 531,844 | 0.4% | — | 5 | +3,745,912 | New | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 3,172,664 | 447,535 | 0.03% | 0.02% | 6 | +589,133 | 22.8% | Q4 2025 | Feb 17, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 2,521,517 | 355,685 | 0.05% | 0.05% | 7 | -155,174 | -5.8% | Q4 2025 | Feb 17, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 2,310,259 | 325,885 | 0.21% | 0.22% | 8 | -31,219 | -1.33% | Q4 2025 | Feb 10, 2026 |
| ROYAL BANK OF CANADA | History | New | 2,202,322 | 310,658 | 0.05% | — | 9 | +2,202,322 | New | Q4 2025 | Feb 17, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 2,166,409 | 305,593 | 1.07% | 1.06% | 10 | +82,448 | 3.96% | Q4 2025 | Feb 06, 2026 |
| BRANDYWINE TRUST CO | History | Added to | 2,007,783 | 283,217 | 49.65% | 41.57% | 11 | +24,866 | 1.25% | Q4 2025 | Feb 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 1,707,244 | 240,823 | 0.08% | 0.07% | 12 | -13,973 | -0.81% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 1,655,384 | 233,508 | 0.07% | 0.06% | 13 | +221,377 | 15.44% | Q4 2025 | Feb 10, 2026 |
| Cerity Partners OCIO LLC | History | Added to | 1,596,998 | 225,272 | 12.46% | 10.7% | 14 | +74,534 | 4.9% | Q4 2025 | Feb 11, 2026 |
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | History | No change | 1,595,000 | 224,990 | 7.51% | 8.09% | 15 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| UBS Group AG | History | Reduced | 1,546,824 | 218,194 | 0.04% | 0.03% | 16 | -43,454 | -2.73% | Q4 2025 | Jan 29, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | Added to | 1,428,931 | 201,564 | 11.11% | 11.44% | 17 | +75,303 | 5.56% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,326,577 | 187,127 | 0.06% | 0.03% | 18 | +633,010 | 91.27% | Q4 2025 | Feb 18, 2026 |
| Align Financial, LLC | History | New | 173,877 | 173,877 | 0.1% | — | 19 | +173,877 | New | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,208,839 | 170,518 | 0.03% | 0.03% | 20 | +91,036 | 8.14% | Q4 2025 | Feb 13, 2026 |
| Bain Capital Public Equity, LP | History | New | 1,156,202 | 163,093 | 96.4% | — | 21 | +1,156,202 | New | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Added to | 1,143,205 | 161,260 | 0.04% | 0.04% | 22 | +108,304 | 10.47% | Q4 2025 | Feb 11, 2026 |
| Quantinno Capital Management LP | History | Added to | 1,107,069 | 156,163 | 0.31% | 0.03% | 23 | +1,017,158 | 1131.29% | Q4 2025 | Feb 17, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 1,025,743 | 144,691 | 0.26% | 0.53% | 24 | -937,299 | -47.75% | Q4 2025 | Mar 16, 2026 |
| NEPC LLC | History | Added to | 930,776 | 131,295 | 2.8% | 2.74% | 25 | +174,998 | 23.15% | Q4 2025 | Feb 17, 2026 |
| BROWN ADVISORY INC | History | Added to | 920,278 | 129,814 | 0.18% | 0.05% | 26 | +663,894 | 258.95% | Q4 2025 | Feb 13, 2026 |
| Vernal Point Advisors, LLC | History | Added to | 898,109 | 126,687 | 52.24% | 48.16% | 27 | +87,714 | 10.82% | Q4 2025 | Feb 13, 2026 |
| BARINGS LLC | History | Added to | 884,856 | 124,817 | 2.3% | 2.13% | 28 | +73,344 | 9.04% | Q4 2025 | Feb 12, 2026 |
| DC Investments Management, LLC | History | Added to | 832,746 | 117,467 | 51.95% | 44.14% | 29 | +60,521 | 7.84% | Q4 2025 | Feb 13, 2026 |
| Cresset Asset Management, LLC | History | Added to | 823,182 | 116,118 | 0.49% | 0.46% | 30 | +55,232 | 7.19% | Q4 2025 | Feb 17, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 784,617 | 110,678 | 2.85% | 2.67% | 31 | +28,967 | 3.83% | Q4 2025 | Feb 03, 2026 |
| Cetera Investment Advisers | History | Added to | 767,079 | 108,204 | 0.12% | 0.12% | 32 | +24,521 | 3.3% | Q4 2025 | Feb 17, 2026 |
| SCS Capital Management LLC | History | Added to | 734,752 | 103,644 | 1.1% | 0.81% | 33 | +196,569 | 36.52% | Q4 2025 | Feb 10, 2026 |
| Zhang Financial LLC | History | Added to | 716,978 | 101,136 | 3.77% | 3.99% | 34 | +4,358 | 0.61% | Q4 2025 | Feb 10, 2026 |
| Madrone Advisors, LLC | History | Added to | 695,893 | 98,162 | 6.07% | 2.98% | 35 | +255,877 | 58.15% | Q4 2025 | Feb 13, 2026 |
| Mariner, LLC | History | Reduced | 693,080 | 97,767 | 0.12% | 0.13% | 36 | -13,035 | -1.85% | Q4 2025 | Feb 13, 2026 |
| Corient Private Wealth LLC | History | Added to | 688,613 | 97,139 | 0.13% | 0.14% | 37 | +40,565 | 6.26% | Q4 2025 | Mar 09, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 678,248 | 95,661 | 0.02% | 0.02% | 38 | -4,736 | -0.69% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 666,172 | 93,970 | 0.01% | 0.01% | 39 | -134,170 | -16.76% | Q4 2025 | Mar 25, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 659,691 | 93,056 | 0.01% | 0.0% | 40 | +598,588 | 979.64% | Q4 2025 | Feb 12, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 645,271 | 91,021 | 0.08% | 0.06% | 41 | +184,110 | 39.92% | Q4 2025 | Feb 17, 2026 |
| Wind River Trust Co | History | Reduced | 637,337 | 89,902 | 33.57% | 35.76% | 42 | -64,460 | -9.18% | Q4 2025 | Feb 05, 2026 |
| Cerity Partners LLC | History | Reduced | 609,724 | 86,007 | 0.13% | 0.14% | 43 | -567 | -0.09% | Q4 2025 | Feb 11, 2026 |
| TIFF ADVISORY SERVICES, LLC | History | Added to | 604,720 | 85,301 | 14.68% | 14.27% | 44 | +107,273 | 21.56% | Q4 2025 | Feb 09, 2026 |
| Sageworth Trust Co | History | Reduced | 580,227 | 81,846 | 3.51% | 3.74% | 45 | -2,158 | -0.37% | Q4 2025 | Feb 03, 2026 |
| HighTower Advisors, LLC | History | Added to | 578,013 | 81,534 | 0.09% | 0.09% | 46 | +6,222 | 1.09% | Q4 2025 | Feb 06, 2026 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | History | Reduced | 572,306 | 80,729 | 3.01% | 3.21% | 47 | -14,047 | -2.4% | Q4 2025 | Feb 13, 2026 |
| Allianz Asset Management GmbH | History | Reduced | 550,970 | 77,719 | 0.08% | 0.13% | 48 | -271,650 | -33.02% | Q4 2025 | Feb 11, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 531,229 | 74,935 | 0.03% | 0.01% | 49 | +417,679 | 367.84% | Q4 2025 | Feb 12, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 529,316 | 74,665 | 0.73% | 0.73% | 50 | +13,026 | 2.52% | Q4 2025 | Feb 13, 2026 |
| Nearwater Capital Markets, Ltd | History | New | 527,500 | 74,409 | 1.27% | — | 51 | +527,500 | New | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 509,119 | 71,816 | 0.0% | 0.0% | 52 | -28,916 | -5.37% | Q4 2025 | Feb 11, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 503,183 | 70,979 | 1.23% | 1.51% | 53 | +30,163 | 6.38% | Q4 2025 | Feb 09, 2026 |
| Inscription Capital, LLC | History | Added to | 496,930 | 70,096 | 7.2% | 6.94% | 54 | +29,899 | 6.4% | Q4 2025 | Jan 29, 2026 |
| EVOKE WEALTH, LLC | History | Added to | 478,189 | 67,453 | 1.26% | 1.3% | 55 | +11,065 | 2.37% | Q4 2025 | Feb 06, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 472,525 | 66,654 | 0.09% | 0.08% | 56 | +22,080 | 4.9% | Q4 2025 | Feb 12, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | No change | 452,807 | 63,872 | 0.34% | 0.34% | 57 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| TLT Family Holdco ULC | History | Reduced | 451,000 | 63,618 | 6.98% | 6.35% | 58 | -54,000 | -10.69% | Q4 2025 | Feb 13, 2026 |
| Battery Global Advisors, LLC | History | Added to | 188,437 | 63,177 | 29.27% | 0.24% | 59 | +184,667 | 4898.33% | Q4 2025 | Feb 13, 2026 |
| BlackRock, Inc. | History | Added to | 441,780 | 62,317 | 0.0% | 0.0% | 60 | +245,684 | 125.29% | Q4 2025 | Feb 12, 2026 |
| BIP Wealth, LLC | History | Added to | 404,446 | 57,051 | 2.01% | 2.17% | 61 | +85,571 | 26.84% | Q4 2025 | Jan 21, 2026 |
| Yarbrough Capital, LLC | History | No change | 390,377 | 55,066 | 1.71% | 1.67% | 62 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Focus Partners Wealth | History | Added to | 382,850 | 54,004 | 0.06% | 0.05% | 63 | +161,665 | 73.09% | Q4 2025 | Feb 13, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 373,005 | 52,616 | 0.07% | 0.01% | 64 | +292,618 | 364.01% | Q4 2025 | Feb 02, 2026 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | History | Added to | 371,400 | 52,389 | 0.37% | 0.26% | 65 | +120,200 | 47.85% | Q4 2025 | Feb 17, 2026 |
| 3EDGE Asset Management, LP | History | Reduced | 370,065 | 52,201 | 2.71% | 5.5% | 66 | -337,363 | -47.69% | Q4 2025 | Feb 06, 2026 |
| Creative Planning | History | Added to | 368,786 | 52,020 | 0.04% | 0.04% | 67 | +34,816 | 10.42% | Q4 2025 | Feb 17, 2026 |
| CITIGROUP INC | History | Added to | 367,043 | 51,775 | 0.02% | 0.0% | 68 | +322,242 | 719.27% | Q4 2025 | Feb 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 366,039 | 51,633 | 0.01% | — | 69 | +366,039 | New | Q4 2025 | Feb 13, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | Reduced | 364,403 | 51,402 | 0.14% | 0.15% | 70 | -23,350 | -6.02% | Q4 2025 | Feb 05, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Added to | 331,788 | 46,802 | 0.97% | 1.9% | 71 | +251,424 | 312.86% | Q4 2025 | Feb 17, 2026 |
| Global Endowment Management, LP | History | Added to | 329,171 | 46,433 | 5.8% | 5.43% | 72 | +14,420 | 4.58% | Q4 2025 | Feb 13, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 324,300 | 45,745 | 0.52% | 0.48% | 73 | +29,341 | 9.95% | Q4 2025 | Jan 20, 2026 |
| BRIGHTON JONES LLC | History | Added to | 315,207 | 44,463 | 1.64% | 0.99% | 74 | +15,533 | 5.18% | Q4 2025 | Jan 27, 2026 |
| Alta Advisers Ltd | History | Added to | 413,611 | 43,376 | 15.72% | 4.69% | 75 | +263,956 | 176.38% | Q4 2025 | Feb 09, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 298,212 | 42,065 | 0.03% | 0.02% | 76 | +59,019 | 24.67% | Q4 2025 | Feb 17, 2026 |
| WJ Interests, LLC | History | Reduced | 286,077 | 40,353 | 17.36% | 17.78% | 77 | -33,331 | -10.44% | Q4 2025 | Jan 26, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 281,479 | 39,705 | 0.1% | 0.09% | 78 | +37,115 | 15.19% | Q4 2025 | Feb 13, 2026 |
| Prentice Wealth Management LLC | History | Added to | 280,682 | 39,592 | 9.05% | 9.06% | 79 | +13,874 | 5.2% | Q4 2025 | Jan 30, 2026 |
| Topor & Co. Korea | History | New | 266,915 | 37,651 | 28.37% | — | 80 | +266,915 | New | Q4 2025 | Apr 13, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Reduced | 256,654 | 36,203 | 2.02% | 2.33% | 81 | -65,508 | -20.33% | Q4 2025 | Feb 06, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Reduced | 253,333 | 35,735 | 1.56% | 1.87% | 82 | -46,945 | -15.63% | Q4 2025 | Jan 29, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 244,957 | 34,557 | 0.05% | 0.05% | 83 | -1,689 | -0.68% | Q4 2025 | Feb 17, 2026 |
| BANK OF NOVA SCOTIA | History | Added to | 243,900 | 34,404 | 0.05% | 0.06% | 84 | +7,862 | 3.33% | Q4 2025 | Feb 13, 2026 |
| BESSEMER GROUP INC | History | Added to | 241,914 | 34,125 | 0.05% | 0.05% | 85 | +23,361 | 10.69% | Q4 2025 | Feb 05, 2026 |
| UNIVERSITY OF CHICAGO | History | No change | 239,037 | 33,718 | 16.31% | 16.1% | 86 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 218,049 | 30,757 | 0.09% | 0.08% | 87 | +23,719 | 12.21% | Q4 2025 | Jan 26, 2026 |
| Ethos Financial Group, LLC | History | Added to | 215,288 | 30,368 | 2.24% | 2.26% | 88 | +6,125 | 2.93% | Q4 2025 | Jan 20, 2026 |
| RETIREMENT CAPITAL STRATEGIES | History | Reduced | 214,355 | 30,236 | 11.21% | 12.34% | 89 | -19,107 | -8.18% | Q4 2025 | Feb 13, 2026 |
| SELDON CAPITAL LP | History | No change | 213,135 | 30,064 | 10.41% | 10.32% | 90 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| THREADGILL FINANCIAL, LLC | History | Added to | 212,006 | 29,919 | 12.32% | 0.94% | 91 | +197,919 | 1404.98% | Q4 2025 | Jan 08, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 206,277 | 29,097 | 0.3% | 0.29% | 92 | -4,727 | -2.24% | Q4 2025 | Jan 13, 2026 |
| FSM Wealth Advisors, LLC | History | Added to | 201,861 | 28,474 | 3.89% | 3.7% | 93 | +12,066 | 6.36% | Q4 2025 | Jan 23, 2026 |
| GoalFusion Wealth Management, LLC | History | Added to | 199,156 | 28,092 | 12.99% | 13.01% | 94 | +1,453 | 0.73% | Q4 2025 | Jan 06, 2026 |
| Accredited Investors Inc. | History | Reduced | 197,095 | 27,802 | 1.48% | 1.55% | 95 | -4,100 | -2.04% | Q4 2025 | Feb 05, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Reduced | 191,008 | 26,943 | 0.55% | 0.49% | 96 | -7,841 | -3.94% | Q4 2025 | Feb 05, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 189,115 | 26,677 | 0.07% | 0.08% | 97 | -10,234 | -5.13% | Q4 2025 | Feb 05, 2026 |
| Weil Company, Inc. | History | Reduced | 188,836 | 26,637 | 6.13% | 6.32% | 98 | -1,710 | -0.9% | Q4 2025 | Jan 14, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 188,351 | 26,568 | 0.34% | 0.35% | 99 | +793 | 0.42% | Q4 2025 | Feb 09, 2026 |
| Compass Advisory Group LLC | History | Added to | 188,120 | 26,536 | 7.17% | 7.19% | 100 | +2,139 | 1.15% | Q4 2025 | Jan 21, 2026 |
| Lanham O'Dell & Company, Inc. | History | Added to | 183,744 | 25,918 | 7.46% | 6.26% | 101 | +41,122 | 28.83% | Q4 2025 | Jan 12, 2026 |
| Heritage Wealth Advisors | History | No change | 178,346 | 25,157 | 0.96% | 1.08% | 102 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Fisher Asset Management, LLC | History | Added to | 178,262 | 25,145 | 0.01% | 0.01% | 103 | +14,267 | 8.7% | Q4 2025 | Feb 09, 2026 |
| &PARTNERS | History | Added to | 178,034 | 25,102 | 0.13% | 0.07% | 104 | +95,360 | 115.34% | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 174,686 | 24,641 | 0.0% | 0.0% | 105 | -1,662 | -0.94% | Q4 2025 | Feb 10, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 171,877 | 24,244 | 0.01% | 0.0% | 106 | +128,229 | 293.78% | Q4 2025 | Feb 10, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 171,068 | 24,130 | 0.3% | 0.32% | 107 | -3,481 | -1.99% | Q4 2025 | Feb 09, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 170,823 | 24,096 | 0.02% | 0.02% | 108 | -12,186 | -6.66% | Q4 2025 | Feb 13, 2026 |
| AA Financial Advisors, LLC | History | Reduced | 170,719 | 24,081 | 4.45% | 4.97% | 109 | -12,808 | -6.98% | Q4 2025 | Jan 14, 2026 |
| Lido Advisors, LLC | History | Reduced | 173,782 | 24,009 | 0.07% | 0.08% | 110 | -4,940 | -2.76% | Q4 2025 | Feb 10, 2026 |
| Wealth Architects, LLC | History | Added to | 166,316 | 23,460 | 2.11% | 2.12% | 111 | +3,614 | 2.22% | Q4 2025 | Feb 17, 2026 |
| Intelligent Financial Strategies | History | Reduced | 165,015 | 23,277 | 11.19% | 11.28% | 112 | -3,135 | -1.86% | Q4 2025 | Jan 26, 2026 |
| Evelyn Partners Asset Management Ltd | History | Reduced | 163,069 | 23,002 | 5.4% | 6.49% | 113 | -45,539 | -21.83% | Q4 2025 | Feb 13, 2026 |
| Private Advisor Group, LLC | History | Added to | 161,921 | 22,840 | 0.11% | 0.08% | 114 | +49,186 | 43.63% | Q4 2025 | Feb 17, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 158,235 | 22,320 | 0.18% | 0.26% | 115 | -209,325 | -56.95% | Q4 2025 | Feb 13, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 155,301 | 21,906 | 0.17% | 0.17% | 116 | -2,241 | -1.42% | Q4 2025 | Feb 12, 2026 |
| Financiere des Professionnels - Fonds d'investissement inc. | History | New | 155,000 | 21,864 | 1.24% | — | 117 | +155,000 | New | Q4 2025 | Feb 11, 2026 |
| BERNZOTT CAPITAL ADVISORS | History | Added to | 154,124 | 21,740 | 10.34% | 2.04% | 118 | +122,752 | 391.28% | Q4 2025 | Feb 03, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 149,078 | 21,028 | 0.36% | 0.22% | 119 | +33,175 | 28.62% | Q4 2025 | Feb 17, 2026 |
| GLENMEDE TRUST CO NA | History | New | 146,707 | 20,694 | 0.1% | — | 120 | +146,707 | New | Q4 2025 | Feb 17, 2026 |
| PRUDENTIAL PLC | History | New | 143,700 | 20,270 | 0.16% | — | 121 | +143,700 | New | Q4 2025 | Feb 11, 2026 |
| Pacific Park Financial, Inc. | History | New | 143,603 | 20,256 | 12.65% | — | 122 | +143,603 | New | Q4 2025 | Jan 30, 2026 |
| St. Louis Trust Co | History | Added to | 140,983 | 19,886 | 2.28% | 2.28% | 123 | +8,114 | 6.11% | Q4 2025 | Feb 09, 2026 |
| Systelligence, LLC | History | Added to | 140,754 | 19,854 | 3.78% | 3.63% | 124 | +1,759 | 1.27% | Q4 2025 | Jan 22, 2026 |
| Coyle Financial Counsel LLC | History | Added to | 140,407 | 19,805 | 4.23% | 4.31% | 125 | +4,862 | 3.59% | Q4 2025 | Feb 10, 2026 |
| Evanson Asset Management, LLC | History | Added to | 137,031 | 19,329 | 1.04% | 1.06% | 126 | +633 | 0.46% | Q4 2025 | Jan 12, 2026 |
| Wealthfront Advisers LLC | History | Added to | 134,831 | 19,019 | 0.04% | 0.04% | 127 | +10,894 | 8.79% | Q4 2025 | Jan 30, 2026 |
| HOGE FINANCIAL SERVICES, LLC | History | Added to | 133,618 | 18,848 | 10.16% | 10.17% | 128 | +4,877 | 3.79% | Q4 2025 | Jan 29, 2026 |
| VANGUARD GROUP INC | History | Reduced | 128,295 | 18,097 | 0.0% | 0.0% | 129 | -66 | -0.05% | Q4 2025 | Jan 29, 2026 |
| Legal & General Group Plc | History | Reduced | 127,945 | 18,046 | 0.0% | 0.0% | 130 | -10,450 | -7.55% | Q4 2025 | Feb 09, 2026 |
| Red Wave Investments LLC | History | Added to | 123,609 | 17,436 | 5.19% | 5.21% | 131 | +336 | 0.27% | Q4 2025 | Feb 06, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 122,847 | 17,328 | 0.2% | 0.16% | 132 | +56,888 | 86.25% | Q4 2025 | Jan 29, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 119,724 | 16,998 | 0.64% | 0.95% | 133 | +8,385 | 7.53% | Q4 2025 | Feb 13, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 120,291 | 16,968 | 0.82% | 0.82% | 134 | -3,480 | -2.81% | Q4 2025 | Jan 20, 2026 |
| DORVAL Corp | History | Reduced | 117,805 | 16,617 | 5.3% | 5.47% | 135 | -2,108 | -1.76% | Q4 2025 | Jan 26, 2026 |
| M&T BANK CORP | History | Added to | 116,904 | 16,490 | 0.05% | 0.05% | 136 | +138 | 0.12% | Q4 2025 | Jan 30, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 114,859 | 16,202 | 2.02% | 2.08% | 137 | +508 | 0.44% | Q4 2025 | Feb 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 107,700 | 15,192 | 0.0% | 0.0% | 139 | -81,100 | -42.96% | Q4 2025 | Feb 17, 2026 |
| FMR LLC | History | Added to | 107,702 | 15,192 | 0.0% | 0.0% | 138 | +1,944 | 1.84% | Q4 2025 | Feb 17, 2026 |
| NewEdge Advisors, LLC | History | Added to | 107,162 | 15,116 | 0.05% | 0.04% | 140 | +49,991 | 87.44% | Q4 2025 | Feb 18, 2026 |
| Three Bridge Wealth Advisors, LLC | History | Added to | 105,364 | 14,862 | 3.92% | 3.72% | 141 | +745 | 0.71% | Q4 2025 | Feb 10, 2026 |
| CONSILIO WEALTH ADVISORS, LLC | History | New | 105,322 | 14,856 | 4.35% | — | 142 | +105,322 | New | Q4 2025 | Mar 19, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 103,559 | 14,608 | 0.02% | 0.03% | 143 | -8,373 | -7.48% | Q4 2025 | Feb 18, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 103,394 | 14,585 | 0.02% | 0.01% | 144 | +37,532 | 56.99% | Q4 2025 | Feb 10, 2026 |
| Vontobel Holding Ltd. | History | Reduced | 102,744 | 14,493 | 0.05% | 0.04% | 145 | -261 | -0.25% | Q4 2025 | Feb 13, 2026 |
| Foster Group, Inc. | History | Reduced | 102,191 | 14,415 | 0.44% | 0.45% | 146 | -2,648 | -2.53% | Q4 2025 | Jan 12, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 101,670 | 14,341 | 0.1% | 0.08% | 147 | +33,084 | 48.24% | Q4 2025 | Feb 18, 2026 |
| HB Wealth Management, LLC | History | Reduced | 101,438 | 14,308 | 0.09% | 0.1% | 148 | -1,955 | -1.89% | Q4 2025 | Jan 28, 2026 |
| Humankind Investments LLC | History | No change | 101,000 | 14,247 | 6.39% | 3.19% | 149 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| COMERICA BANK | History | Reduced | 100,980 | 14,244 | 0.06% | 0.05% | 150 | -346 | -0.34% | Q4 2025 | Jan 29, 2026 |
| SummitTX Capital, L.P. | History | New | 100,910 | 14,234 | 0.43% | — | 151 | +100,910 | New | Q4 2025 | Feb 17, 2026 |
| Rathbones Group PLC | History | Added to | 99,639 | 14,055 | 0.06% | 0.05% | 152 | +3,405 | 3.54% | Q4 2025 | Feb 06, 2026 |
| Jasper Ridge Partners, L.P. | History | Added to | 99,606 | 14,050 | 0.31% | 0.22% | 153 | +29,513 | 42.11% | Q4 2025 | Feb 12, 2026 |
| Sivia Capital Partners, LLC | History | Added to | 98,902 | 13,951 | 2.82% | 3.59% | 154 | +6,535 | 7.08% | Q4 2025 | Feb 10, 2026 |
| Amitell Capital Pte Ltd | History | New | 97,540 | 13,758 | 15.38% | — | 155 | +97,540 | New | Q4 2025 | Feb 12, 2026 |
| Bridgewater Advisors Inc. | History | Added to | 94,473 | 13,615 | 0.88% | 0.88% | 156 | +2,897 | 3.16% | Q4 2025 | Jan 23, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | Reduced | 96,266 | 13,579 | 0.75% | 0.76% | 157 | -1,384 | -1.42% | Q4 2025 | Feb 13, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 95,983 | 13,544 | 0.15% | 0.13% | 158 | +14,744 | 18.15% | Q4 2025 | Feb 02, 2026 |
| Gotham Asset Management, LLC | History | Added to | 95,985 | 13,539 | 0.05% | 0.05% | 159 | +10,310 | 12.03% | Q4 2025 | Feb 17, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 93,687 | 13,215 | 0.04% | 0.04% | 160 | -6,513 | -6.5% | Q4 2025 | Feb 02, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 90,377 | 13,026 | 0.02% | 0.02% | 161 | +5,427 | 6.39% | Q4 2025 | Jan 08, 2026 |
| Orcam Financial Group | History | Added to | 92,028 | 12,981 | 9.73% | 10.13% | 162 | +954 | 1.05% | Q4 2025 | Feb 06, 2026 |
| Disciplina Capital Management LLC | History | Reduced | 90,898 | 12,822 | 1.47% | 1.53% | 163 | -583 | -0.64% | Q4 2025 | Feb 11, 2026 |
| CHOREO, LLC | History | Added to | 89,482 | 12,704 | 0.16% | 0.16% | 164 | +694 | 0.78% | Q4 2025 | Jan 23, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 89,996 | 12,694 | 0.14% | 0.19% | 165 | -6,619 | -6.85% | Q4 2025 | Feb 03, 2026 |
| Choate Investment Advisors | History | Added to | 89,193 | 12,581 | 0.25% | 0.25% | 166 | +1,812 | 2.07% | Q4 2025 | Feb 09, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 88,053 | 12,420 | 0.52% | 0.47% | 167 | +7,135 | 8.82% | Q4 2025 | Feb 09, 2026 |
| Wealth Management Nebraska | History | Reduced | 87,636 | 12,362 | 1.41% | 1.67% | 168 | -14,019 | -13.79% | Q4 2025 | Jan 28, 2026 |
| NYL Investors LLC | History | Reduced | 87,577 | 12,353 | 4.2% | 3.98% | 169 | -232 | -0.26% | Q4 2025 | Feb 11, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 87,139 | 12,291 | 0.32% | 0.23% | 170 | +31,519 | 56.67% | Q4 2025 | Feb 02, 2026 |
| Lighthouse Investment Partners, LLC | History | Reduced | 86,830 | 12,248 | 0.37% | 0.45% | 171 | -21,500 | -19.85% | Q4 2025 | Feb 17, 2026 |
| Marex Group plc | History | Added to | 85,897 | 12,116 | 0.08% | 0.06% | 172 | +20,514 | 31.38% | Q4 2025 | Feb 12, 2026 |
| Frisch Financial Group, Inc. | History | Reduced | 85,704 | 12,089 | 2.71% | 2.77% | 173 | -581 | -0.67% | Q4 2025 | Feb 06, 2026 |
| Aspen Grove Capital, LLC | History | Reduced | 84,327 | 11,897 | 2.06% | 1.96% | 174 | -184 | -0.22% | Q4 2025 | Feb 17, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 83,689 | 11,805 | 0.02% | 0.01% | 175 | +37,361 | 80.64% | Q4 2025 | Feb 10, 2026 |
| WBH ADVISORY INC | History | Reduced | 83,366 | 11,759 | 0.87% | 0.91% | 176 | -3,084 | -3.57% | Q4 2025 | Jan 26, 2026 |
| Long Island Wealth Management, Inc. | History | Added to | 82,584 | 11,649 | 5.51% | 5.47% | 177 | +1,020 | 1.25% | Q4 2025 | Jan 21, 2026 |
| Stonehage Fleming Financial Services Holdings Ltd | History | Added to | 81,970 | 11,562 | 0.36% | 0.29% | 178 | +8,460 | 11.51% | Q4 2025 | Jan 13, 2026 |
| Hirtle Callaghan & Co LLC | History | No change | 81,707 | 11,525 | 0.39% | 0.4% | 179 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 80,119 | 11,301 | 0.06% | 0.06% | 180 | +5,183 | 6.92% | Q4 2025 | Feb 03, 2026 |
| Pathstone Holdings, LLC | History | New | 77,269 | 10,899 | 0.04% | — | 181 | +77,269 | New | Q4 2025 | Feb 13, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | New | 75,748 | 10,685 | 1.8% | — | 182 | +75,748 | New | Q4 2025 | Feb 12, 2026 |
| Compass Ion Advisors, LLC | History | Added to | 75,348 | 10,628 | 1.01% | 0.96% | 183 | +2,758 | 3.8% | Q4 2025 | Jan 29, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 73,165 | 10,320 | 0.06% | 0.07% | 184 | +980 | 1.36% | Q4 2025 | Feb 17, 2026 |
| Sarasin & Partners LLP | History | Added to | 71,903 | 10,142 | 0.11% | 0.05% | 185 | +31,490 | 77.92% | Q4 2025 | Jan 08, 2026 |
| Comprehensive Wealth Management, LLC | History | Added to | 70,774 | 9,983 | 5.89% | 2.93% | 186 | +40,805 | 136.16% | Q4 2025 | Feb 11, 2026 |
| Waverly Advisors, LLC | History | Added to | 70,610 | 9,960 | 0.08% | 0.08% | 187 | +13,847 | 24.39% | Q4 2025 | Feb 17, 2026 |
| Seven Post Investment Office LP | History | Added to | 70,500 | 9,944 | 3.56% | 3.49% | 188 | +171 | 0.24% | Q4 2025 | Jan 29, 2026 |
| Joel Isaacson & Co., LLC | History | Added to | 69,802 | 9,846 | 0.33% | 0.33% | 189 | +3,874 | 5.88% | Q4 2025 | Jan 30, 2026 |
| OKABENA INVESTMENT SERVICES INC | History | Reduced | 69,690 | 9,830 | 1.87% | 2.47% | 190 | -22,726 | -24.59% | Q4 2025 | Feb 13, 2026 |
| Financial Symmetry Inc | History | Reduced | 66,339 | 9,357 | 3.82% | 4.12% | 191 | -407 | -0.61% | Q4 2025 | Jan 28, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 64,105 | 9,042 | 0.1% | 0.07% | 192 | +30,321 | 89.75% | Q4 2025 | Jan 23, 2026 |
| Belpointe Asset Management LLC | History | Added to | 63,295 | 8,928 | 0.32% | 0.32% | 193 | +1,664 | 2.7% | Q4 2025 | Jan 27, 2026 |
| SYM FINANCIAL Corp | History | Added to | 62,733 | 8,849 | 0.91% | 0.91% | 194 | +1,325 | 2.16% | Q4 2025 | Feb 13, 2026 |
| Addison Capital Co | History | Reduced | 62,449 | 8,809 | 2.2% | 2.56% | 195 | -488 | -0.78% | Q4 2025 | Feb 02, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 60,988 | 8,602 | 0.03% | 0.03% | 196 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 59,867 | 8,444 | 0.0% | 0.0% | 197 | -23,963 | -28.59% | Q4 2025 | Feb 17, 2026 |
| Secure Asset Management, LLC | History | Added to | 59,563 | 8,401 | 1.31% | 0.94% | 198 | +18,159 | 43.86% | Q4 2025 | Jan 20, 2026 |
| STEPHENS INC /AR/ | History | Added to | 59,357 | 8,372 | 0.1% | 0.09% | 199 | +7,033 | 13.44% | Q4 2025 | Feb 05, 2026 |
| Capital Group Private Client Services, Inc. | History | Added to | 58,943 | 8,314 | 0.13% | 0.12% | 200 | +6,922 | 13.31% | Q4 2025 | Feb 11, 2026 |
| PDS Planning, Inc | History | Added to | 58,050 | 8,188 | 0.55% | 0.54% | 201 | +1,473 | 2.6% | Q4 2025 | Jan 26, 2026 |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | History | Added to | 57,826 | 8,156 | 2.19% | 2.08% | 202 | +3,526 | 6.49% | Q4 2025 | Feb 11, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 57,517 | 8,113 | 0.04% | 0.04% | 203 | +3,008 | 5.52% | Q4 2025 | Jan 29, 2026 |
| Vestwell Advisors, LLC | History | Reduced | 57,433 | 8,101 | 1.2% | 1.76% | 204 | -300,768 | -83.97% | Q4 2025 | Feb 13, 2026 |
| American National Bank of Texas | History | Reduced | 56,566 | 7,979 | 7.66% | 7.71% | 205 | -2,835 | -4.77% | Q4 2025 | Jan 08, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 56,198 | 7,927 | 0.09% | 0.09% | 206 | -750 | -1.32% | Q4 2025 | Feb 13, 2026 |
| Barry Investment Advisors, LLC | History | Reduced | 56,089 | 7,911 | 1.76% | 1.83% | 207 | -1,536 | -2.67% | Q4 2025 | Feb 09, 2026 |
| Apella Capital, LLC | History | Added to | 55,537 | 7,833 | 0.15% | 0.11% | 208 | +18,294 | 49.12% | Q4 2025 | Jan 21, 2026 |
| Waldron Private Wealth LLC | History | Added to | 55,508 | 7,830 | 0.31% | 0.29% | 209 | +2,700 | 5.11% | Q4 2025 | Jan 14, 2026 |
| MYECFO, LLC | History | Added to | 55,292 | 7,799 | 3.31% | 3.42% | 210 | +728 | 1.33% | Q4 2025 | Jan 12, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | New | 54,908 | 7,745 | 0.86% | — | 211 | +54,908 | New | Q4 2025 | Feb 13, 2026 |
| Westmount Partners, LLC | History | Added to | 54,530 | 7,692 | 1.92% | 1.92% | 212 | +779 | 1.45% | Q4 2025 | Jan 15, 2026 |
| Heritage Investment Group, Inc. | History | Added to | 54,254 | 7,653 | 1.16% | 1.14% | 213 | +2,705 | 5.25% | Q4 2025 | Jan 30, 2026 |
| Investments & Financial Planning, LLC | History | Reduced | 54,138 | 7,636 | 4.1% | 4.48% | 214 | -6,023 | -10.01% | Q4 2025 | Feb 23, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Added to | 53,517 | 7,549 | 0.08% | 0.08% | 215 | +2,471 | 4.84% | Q4 2025 | Feb 12, 2026 |
| Banco Santander, S.A. | History | New | 51,995 | 7,334 | 0.05% | — | 216 | +51,995 | New | Q4 2025 | Feb 13, 2026 |
| Betterment LLC | History | Added to | 51,615 | 7,281 | 0.01% | 0.01% | 217 | +18,888 | 57.71% | Q4 2025 | Feb 12, 2026 |
| Intergy Private Wealth, LLC | History | Added to | 51,397 | 7,250 | 2.19% | 2.2% | 218 | +403 | 0.79% | Q4 2025 | Jan 22, 2026 |
| SECURITY NATIONAL BANK OF SO DAK | History | Added to | 51,217 | 7,224 | 3.56% | 2.86% | 219 | +9,942 | 24.09% | Q4 2025 | Feb 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 50,899 | 7,179 | 0.01% | 0.01% | 220 | +7,024 | 16.01% | Q4 2025 | Feb 17, 2026 |
| DRW Securities, LLC | History | Reduced | 50,732 | 7,156 | 0.19% | 0.23% | 221 | -40,264 | -44.25% | Q4 2025 | Feb 12, 2026 |
| Merit Financial Group, LLC | History | Reduced | 50,667 | 7,147 | 0.06% | 0.07% | 222 | -2,449 | -4.61% | Q4 2025 | Jan 26, 2026 |
| Galilei Investment Office LLP | History | Reduced | 50,525 | 7,127 | 3.36% | 3.64% | 223 | -4,375 | -7.97% | Q4 2025 | Feb 11, 2026 |
| OLD SECOND NATIONAL BANK OF AURORA | History | Reduced | 50,365 | 7,104 | 1.42% | 1.43% | 224 | -1 | -0.0% | Q4 2025 | Jan 27, 2026 |
| NWF Advisory Services Inc. | History | Added to | 50,327 | 7,099 | 0.78% | 0.76% | 225 | +296 | 0.59% | Q4 2025 | Mar 03, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 50,305 | 7,096 | 0.38% | 0.37% | 226 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 50,173 | 7,077 | 0.46% | 0.47% | 227 | +509 | 1.02% | Q4 2025 | Jan 23, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 50,117 | 7,070 | 0.02% | 0.02% | 228 | +3,914 | 8.47% | Q4 2025 | Feb 11, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 50,034 | 7,057 | 0.08% | 0.06% | 229 | +12,552 | 33.49% | Q4 2025 | Feb 06, 2026 |
| Lakewood Asset Management LLC | History | Added to | 49,667 | 7,006 | 4.12% | 4.05% | 230 | +1,099 | 2.26% | Q4 2025 | Jan 26, 2026 |
| Sovran Advisors, LLC | History | Added to | 48,151 | 6,978 | 0.59% | 0.55% | 231 | +4,171 | 9.48% | Q4 2025 | Jan 20, 2026 |
| SB Capital Management Inc | History | New | 48,739 | 6,875 | 2.52% | — | 232 | +48,739 | New | Q4 2025 | Feb 20, 2026 |
| JENNISON ASSOCIATES LLC | History | Added to | 48,281 | 6,810 | 0.0% | 0.0% | 233 | +42,918 | 800.26% | Q4 2025 | Jan 30, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | Added to | 47,782 | 6,740 | 0.78% | 0.82% | 234 | +748 | 1.59% | Q4 2025 | Feb 17, 2026 |
| Wedmont Private Capital | History | Added to | 46,725 | 6,706 | 0.23% | 0.21% | 235 | +5,006 | 12.0% | Q4 2025 | Jan 08, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 47,104 | 6,644 | 0.12% | 0.11% | 236 | +572 | 1.23% | Q4 2025 | Jan 22, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 46,916 | 6,617 | 0.15% | 0.15% | 237 | +598 | 1.29% | Q4 2025 | Feb 04, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 46,762 | 6,596 | 0.12% | 0.14% | 238 | -1,846 | -3.8% | Q4 2025 | Jan 16, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 46,750 | 6,594 | 0.02% | 0.02% | 239 | +341 | 0.73% | Q4 2025 | Feb 13, 2026 |
| GeoWealth Management, LLC | History | Reduced | 46,675 | 6,584 | 0.24% | 0.27% | 240 | -7,513 | -13.86% | Q4 2025 | Feb 17, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 45,773 | 6,456 | 0.24% | 0.24% | 241 | +2,147 | 4.92% | Q4 2025 | Feb 06, 2026 |
| ICONIQ Capital, LLC | History | Reduced | 44,785 | 6,317 | 0.1% | 0.08% | 242 | -1,804 | -3.87% | Q4 2025 | Feb 13, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 44,483 | 6,274 | 0.07% | 0.06% | 243 | -1,819 | -3.93% | Q4 2025 | Feb 13, 2026 |
| Harpswell Capital Advisors, LLC | History | Added to | 44,276 | 6,245 | 4.95% | 5.27% | 244 | +4,132 | 10.29% | Q4 2025 | Feb 11, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | No change | 44,137 | 6,225 | 0.09% | 0.1% | 245 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Destiny Wealth Partners, LLC | History | Reduced | 42,377 | 6,180 | 0.71% | 0.73% | 246 | -775 | -1.8% | Q4 2025 | Feb 03, 2026 |
| Donor Advised Charitable Giving, Inc. | History | No change | 43,400 | 6,122 | 0.14% | 0.12% | 247 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Breakwater Investment Management | History | Reduced | 42,710 | 6,024 | 2.18% | 2.19% | 248 | -358 | -0.83% | Q4 2025 | Feb 02, 2026 |
| Evelyn Partners Investment Management Services Ltd | History | Reduced | 42,298 | 5,966 | 0.75% | 0.94% | 249 | -8,720 | -17.09% | Q4 2025 | Feb 13, 2026 |
| Arbor Investment Advisors, LLC | History | Reduced | 41,918 | 5,912 | 0.78% | 0.74% | 250 | -213 | -0.51% | Q4 2025 | Jan 23, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 41,274 | 5,822 | 0.02% | 0.03% | 251 | -356 | -0.86% | Q4 2025 | Feb 13, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 41,097 | 5,797 | 0.02% | 0.01% | 252 | +6,647 | 19.29% | Q4 2025 | Feb 17, 2026 |
| SIGNATUREFD, LLC | History | Added to | 40,848 | 5,761 | 0.09% | 0.05% | 253 | +18,192 | 80.3% | Q4 2025 | Jan 20, 2026 |
| MAI Capital Management | History | Added to | 40,615 | 5,729 | 0.03% | 0.03% | 254 | +2,534 | 6.65% | Q4 2025 | Feb 13, 2026 |
| Ironwood Financial, llc | History | Added to | 39,439 | 5,728 | 0.97% | 0.87% | 255 | +3,819 | 10.72% | Q4 2025 | Jan 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 40,596 | 5,726 | 0.0% | 0.0% | 256 | +9,428 | 30.25% | Q4 2025 | Feb 17, 2026 |
| SNS Financial Group, LLC | History | Reduced | 40,136 | 5,661 | 0.49% | 0.49% | 257 | -835 | -2.04% | Q4 2025 | Feb 02, 2026 |
| CURA WEALTH ADVISORS, LLC | History | Added to | 40,078 | 5,653 | 2.14% | 1.9% | 258 | +3,988 | 11.05% | Q4 2025 | Jan 23, 2026 |
| PLANNING DIRECTIONS INC | History | Reduced | 39,977 | 5,639 | 2.84% | 2.94% | 259 | -923 | -2.26% | Q4 2025 | Jan 21, 2026 |
| Ancora Advisors LLC | History | Added to | 39,960 | 5,636 | 0.12% | 0.11% | 260 | +70 | 0.18% | Q4 2025 | Feb 17, 2026 |
| STUDIO INVESTMENT MANAGEMENT LLC | History | Reduced | 39,878 | 5,625 | 1.03% | 1.09% | 261 | -1,882 | -4.51% | Q4 2025 | Feb 09, 2026 |
| Valmark Advisers, Inc. | History | Added to | 39,853 | 5,621 | 0.07% | 0.06% | 262 | +5,390 | 15.64% | Q4 2025 | Jan 26, 2026 |
| Caprock Group, LLC | History | Reduced | 39,691 | 5,598 | 0.12% | 0.13% | 263 | -741 | -1.83% | Q4 2025 | Jan 28, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 39,328 | 5,547 | 0.08% | 0.08% | 264 | -866 | -2.15% | Q4 2025 | Feb 09, 2026 |
| Venture Visionary Partners LLC | History | Added to | 39,276 | 5,540 | 0.18% | 0.09% | 265 | +20,763 | 112.15% | Q4 2025 | Feb 13, 2026 |
| Northstar Group, Inc. | History | Added to | 38,809 | 5,474 | 0.75% | 0.75% | 266 | +1,216 | 3.23% | Q4 2025 | Feb 13, 2026 |
| NavPoint Financial, Inc. | History | Reduced | 38,514 | 5,432 | 2.32% | 2.94% | 267 | -2,235 | -5.48% | Q4 2025 | Jan 20, 2026 |
| VVR Holdings LLC | History | New | 37,900 | 5,346 | 2.78% | — | 268 | +37,900 | New | Q4 2025 | Feb 11, 2026 |
| FIRST FINANCIAL BANKSHARES INC | History | Added to | 37,793 | 5,331 | 0.11% | 0.1% | 269 | +2,274 | 6.4% | Q4 2025 | Feb 12, 2026 |
| Leonard Rickey Investment Advisors P.L.L.C. | History | Reduced | 37,702 | 5,318 | 0.96% | 0.98% | 270 | -17 | -0.05% | Q4 2025 | Jan 14, 2026 |
| Hegarty Advisors, LLC | History | New | 37,597 | 5,303 | 4.6% | — | 271 | +37,597 | New | Q4 2025 | Jan 29, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 37,452 | 5,282 | 0.02% | 0.01% | 272 | +18,602 | 98.68% | Q4 2025 | Feb 12, 2026 |
| Manchester Capital Management LLC | History | Reduced | 35,979 | 5,075 | 0.69% | 0.69% | 273 | -887 | -2.41% | Q4 2025 | Feb 11, 2026 |
| HOWARD WEALTH MANAGEMENT, LLC | History | Reduced | 35,781 | 5,047 | 2.2% | 2.32% | 274 | -868 | -2.37% | Q4 2025 | Jan 29, 2026 |
| Merited Wealth, LLC | History | New | 35,642 | 5,027 | 4.66% | — | 275 | +35,642 | New | Q4 2025 | Mar 26, 2026 |
| Baker Ellis Asset Management LLC | History | Reduced | 35,620 | 5,024 | 0.6% | 0.62% | 276 | -900 | -2.46% | Q4 2025 | Jan 21, 2026 |
| Parallel Advisors, LLC | History | Reduced | 34,785 | 4,906 | 0.09% | 0.09% | 277 | -896 | -2.51% | Q4 2025 | Feb 11, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 34,495 | 4,898 | 0.01% | 0.03% | 278 | -80,137 | -69.91% | Q4 2025 | Feb 05, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 34,689 | 4,893 | 0.03% | 0.03% | 279 | -8,705 | -20.06% | Q4 2025 | Feb 12, 2026 |
| Novak & Powell Financial Services, Inc. | History | Added to | 34,607 | 4,881 | 2.55% | 2.25% | 280 | +3,601 | 11.61% | Q4 2025 | Feb 10, 2026 |
| Diversified Trust Co | History | Added to | 34,592 | 4,879 | 0.09% | 0.09% | 281 | +77 | 0.22% | Q4 2025 | Jan 09, 2026 |
| Stokes Family Office, LLC | History | Reduced | 34,387 | 4,850 | 0.44% | 0.52% | 282 | -5,117 | -12.95% | Q4 2025 | Feb 18, 2026 |
| CWM, LLC | History | Added to | 33,852 | 4,775 | 0.01% | 0.01% | 283 | +3,814 | 12.7% | Q4 2025 | Jan 26, 2026 |
| POLEN CAPITAL MANAGEMENT LLC | History | Added to | 33,592 | 4,738 | 0.02% | 0.0% | 284 | +29,006 | 632.49% | Q4 2025 | Feb 12, 2026 |
| Arkadios Wealth Advisors | History | Added to | 33,440 | 4,717 | 0.09% | 0.11% | 285 | +467 | 1.42% | Q4 2025 | Feb 13, 2026 |
| Affiance Financial, LLC | History | Reduced | 33,179 | 4,680 | 0.75% | 0.83% | 286 | -4 | -0.01% | Q4 2025 | Jan 21, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 32,435 | 4,575 | 0.05% | 0.05% | 287 | -123 | -0.38% | Q4 2025 | Jan 21, 2026 |
| Greenline Partners, LLC | History | Reduced | 32,430 | 4,574 | 0.52% | 0.54% | 288 | -31 | -0.1% | Q4 2025 | Feb 17, 2026 |
| EQUITY INVESTMENT CORP | History | Added to | 32,280 | 4,553 | 0.09% | 0.09% | 289 | +252 | 0.79% | Q4 2025 | Feb 12, 2026 |
| BBR PARTNERS, LLC | History | Added to | 31,906 | 4,500 | 0.24% | 0.17% | 290 | +10,340 | 47.95% | Q4 2025 | Feb 11, 2026 |
| LongView Wealth Management | History | Added to | 30,871 | 4,483 | 1.08% | 0.98% | 291 | +4,564 | 17.35% | Q4 2025 | Jan 13, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 31,481 | 4,440 | 0.06% | 0.08% | 292 | -9,143 | -22.51% | Q4 2025 | Jan 30, 2026 |
| Endowment Wealth Management, Inc. | History | Added to | 31,483 | 4,440 | 2.04% | 1.9% | 293 | +1,160 | 3.83% | Q4 2025 | Feb 09, 2026 |
| Van Cleef Asset Management,Inc | History | No change | 31,471 | 4,439 | 0.45% | 0.44% | 294 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Mayflower Financial Advisors, LLC | History | Added to | 31,287 | 4,413 | 0.53% | 0.53% | 295 | +417 | 1.35% | Q4 2025 | Jan 13, 2026 |
| Mutual Advisors, LLC | History | Added to | 31,098 | 4,386 | 0.09% | 0.09% | 296 | +3,114 | 11.13% | Q4 2025 | Feb 02, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 30,252 | 4,267 | 0.08% | 0.08% | 297 | +1,519 | 5.29% | Q4 2025 | Jan 23, 2026 |
| MANCHESTER FINANCIAL INC | History | Reduced | 29,786 | 4,201 | 0.79% | 0.89% | 298 | -2,573 | -7.95% | Q4 2025 | Feb 12, 2026 |
| EP Wealth Advisors, LLC | History | New | 29,763 | 4,198 | 0.02% | — | 299 | +29,763 | New | Q4 2025 | Feb 18, 2026 |
| BANK HAPOALIM BM | History | Added to | 29,453 | 4,155 | 0.36% | 0.37% | 300 | +7,782 | 35.91% | Q4 2025 | Feb 17, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 29,445 | 4,130 | 0.37% | 0.37% | 301 | +50 | 0.17% | Q4 2025 | Jan 28, 2026 |
| Royal Fund Management, LLC | History | Added to | 29,227 | 4,127 | 0.38% | 0.33% | 302 | +9,119 | 45.35% | Q4 2025 | Jan 15, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 29,000 | 4,091 | 0.03% | — | 303 | +29,000 | New | Q4 2025 | Feb 18, 2026 |
| Ameliora Wealth Management Ltd. | History | Added to | 28,948 | 4,083 | 1.24% | 0.14% | 304 | +25,843 | 832.3% | Q4 2025 | Jan 21, 2026 |
| Capital International Investors | History | Added to | 28,748 | 4,081 | 0.0% | 0.0% | 305 | +3,222 | 12.62% | Q4 2025 | Feb 11, 2026 |
| London & Capital Asset Management Ltd | History | Added to | 28,463 | 4,014 | 0.04% | 0.27% | 306 | +1,210 | 4.44% | Q4 2025 | Feb 17, 2026 |
| Financial Plan, Inc. | History | New | 28,198 | 3,977 | 0.46% | — | 307 | +28,198 | New | Q4 2025 | Jan 28, 2026 |
| Neumann Capital Management, LLC | History | Reduced | 27,986 | 3,947 | 1.14% | 1.14% | 308 | -330 | -1.17% | Q4 2025 | Jan 14, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 29,120 | 3,944 | 0.1% | 0.07% | 309 | +744 | 2.62% | Q4 2025 | Feb 11, 2026 |
| XY Planning Network, Inc. | History | Added to | 27,941 | 3,941 | 0.69% | 0.58% | 310 | +14,703 | 111.07% | Q4 2025 | Jan 26, 2026 |
| UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO | History | No change | 27,798 | 3,921 | 0.55% | 0.55% | 311 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Added to | 27,794 | 3,881 | 0.01% | 0.0% | 312 | +26,043 | 1487.32% | Q4 2025 | Feb 17, 2026 |
| River Street Advisors LLC | History | Added to | 27,336 | 3,856 | 1.44% | 1.45% | 313 | +219 | 0.81% | Q4 2025 | Jan 26, 2026 |
| UMB Bank, n.a. | History | No change | 27,309 | 3,852 | 0.05% | 0.06% | 314 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SilverOak Wealth Management LLC | History | Added to | 27,273 | 3,847 | 0.6% | 0.59% | 315 | +1,963 | 7.76% | Q4 2025 | Jan 28, 2026 |
| COMPASS CAPITAL CORP /MA/ /ADV | History | Added to | 25,920 | 3,834 | 1.47% | 1.57% | 316 | +310 | 1.21% | Q4 2025 | Feb 12, 2026 |
| McMill Wealth Management | History | Reduced | 26,957 | 3,802 | 1.07% | 1.34% | 317 | -7,226 | -21.14% | Q4 2025 | Feb 23, 2026 |
| SEAMOUNT FINANCIAL GROUP INC | History | Added to | 26,392 | 3,722 | 1.69% | 1.7% | 318 | +299 | 1.15% | Q4 2025 | Jan 26, 2026 |
| Boxwood Ventures, Inc. | History | No change | 26,192 | 3,694 | 3.72% | 4.02% | 319 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 25,868 | 3,648 | 0.18% | 0.11% | 320 | +13,015 | 101.26% | Q4 2025 | Jan 28, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 25,755 | 3,633 | 0.02% | 0.02% | 321 | -3,330 | -11.45% | Q4 2025 | Feb 11, 2026 |
| Cogent Private Wealth, Inc. | History | New | 25,721 | 3,628 | 2.76% | — | 322 | +25,721 | New | Q4 2025 | Feb 10, 2026 |
| Windsor Advisory Group, LLC | History | Added to | 25,112 | 3,542 | 3.16% | 2.91% | 323 | +1,220 | 5.11% | Q4 2025 | Feb 17, 2026 |
| Greenspring Advisors, LLC | History | New | 25,084 | 3,538 | 0.22% | — | 324 | +25,084 | New | Q4 2025 | Feb 10, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 24,905 | 3,513 | 0.07% | 0.1% | 325 | -9,955 | -28.56% | Q4 2025 | Jan 14, 2026 |
| Tanager Wealth Management LLP | History | Added to | 24,841 | 3,504 | 0.35% | 0.36% | 326 | +66 | 0.27% | Q4 2025 | Jan 26, 2026 |
| Whipplewood Advisors, LLC | History | Reduced | 24,589 | 3,468 | 2.23% | 2.25% | 327 | -216 | -0.87% | Q4 2025 | Feb 17, 2026 |
| Allie Family Office LLC | History | Reduced | 24,357 | 3,435 | 1.6% | 1.63% | 328 | -590 | -2.37% | Q4 2025 | Feb 13, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Reduced | 24,344 | 3,433 | 0.25% | 0.24% | 329 | -355 | -1.44% | Q4 2025 | Feb 12, 2026 |
| Blueprint Investment Partners LLC | History | Added to | 24,031 | 3,389 | 0.36% | 0.33% | 330 | +7,151 | 42.36% | Q4 2025 | Feb 17, 2026 |
| Blueprint Financial Advisors LLC | History | Added to | 24,031 | 3,389 | 0.52% | 0.5% | 331 | +7,151 | 42.36% | Q4 2025 | Feb 13, 2026 |
| FIDUCIENT ADVISORS LLC | History | Added to | 23,703 | 3,343 | 0.41% | 0.34% | 332 | +2,562 | 12.12% | Q4 2025 | Feb 10, 2026 |
| Aspiring Ventures, LLC | History | Added to | 23,442 | 3,306 | 1.12% | 1.1% | 333 | +107 | 0.46% | Q4 2025 | Jan 27, 2026 |
| South Shore Capital Advisors | History | New | 23,302 | 3,286 | 2.4% | — | 334 | +23,302 | New | Q4 2025 | Jan 21, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Added to | 22,523 | 3,177 | 0.01% | 0.0% | 335 | +19,126 | 563.03% | Q4 2025 | Feb 11, 2026 |
| Curi Capital, LLC | History | Added to | 22,434 | 3,164 | 0.05% | 0.06% | 336 | +346 | 1.57% | Q4 2025 | Feb 17, 2026 |
| GC Wealth Management RIA, LLC | History | Reduced | 22,280 | 3,142 | 0.12% | 0.1% | 337 | -494 | -2.17% | Q4 2025 | Jan 30, 2026 |
| AlphaCore Capital LLC | History | Added to | 22,108 | 3,118 | 0.07% | 0.1% | 338 | +297 | 1.36% | Q4 2025 | Feb 05, 2026 |
| Coston, McIsaac & Partners | History | Reduced | 22,004 | 3,103 | 0.72% | 0.78% | 339 | -1,909 | -7.98% | Q4 2025 | Feb 03, 2026 |
| Wilson & Boucher Capital Management, LLC | History | Added to | 21,609 | 3,048 | 2.0% | 1.87% | 340 | +907 | 4.38% | Q4 2025 | Feb 05, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 21,582 | 3,044 | 0.06% | 0.04% | 341 | +5,451 | 33.79% | Q4 2025 | Jan 07, 2026 |
| Bangor Savings Bank | History | No change | 21,500 | 3,032 | 0.24% | 0.25% | 342 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Pictet North America Advisors SA | History | Reduced | 21,458 | 3,026 | 0.29% | 0.28% | 343 | -151 | -0.7% | Q4 2025 | Jan 16, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 21,217 | 2,992 | 0.0% | 0.0% | 344 | -201 | -0.94% | Q4 2025 | Feb 11, 2026 |
| Midwestern Financial, LLC /IA | History | Added to | 20,713 | 2,921 | 2.42% | 2.41% | 345 | +305 | 1.49% | Q4 2025 | Feb 06, 2026 |
| Excelsior Advisor Network LLC | History | New | 20,702 | 2,920 | 1.42% | — | 346 | +20,702 | New | Q4 2025 | Feb 13, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 20,555 | 2,899 | 0.04% | 0.01% | 347 | +11,170 | 119.02% | Q4 2025 | Feb 11, 2026 |
| Hartmann Taylor Wealth Management, LLC | History | Added to | 20,546 | 2,898 | 1.96% | 1.92% | 348 | +1,110 | 5.71% | Q4 2025 | Jan 15, 2026 |
| Symmetry Partners, LLC | History | Reduced | 20,525 | 2,895 | 0.17% | 0.31% | 349 | -206 | -0.99% | Q4 2025 | Jan 27, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | Added to | 20,018 | 2,851 | 0.64% | 0.68% | 350 | +887 | 4.64% | Q4 2025 | Feb 04, 2026 |
| BSW Wealth Partners | History | Added to | 20,147 | 2,841 | 0.34% | 0.33% | 351 | +1,122 | 5.9% | Q4 2025 | Jan 23, 2026 |
| Coordinated Financial Services, Inc. | History | Added to | 20,080 | 2,832 | 1.63% | 0.33% | 352 | +16,352 | 438.63% | Q4 2025 | Feb 09, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 20,064 | 2,830 | 0.05% | 0.05% | 353 | +629 | 3.24% | Q4 2025 | Jan 16, 2026 |
| VestGen Advisors, LLC | History | Reduced | 19,911 | 2,808 | 0.12% | 0.09% | 354 | -6 | -0.03% | Q4 2025 | Feb 17, 2026 |
| Empire Life Investments Inc. | History | Added to | 19,774 | 2,789 | 0.16% | 0.08% | 355 | +9,471 | 91.92% | Q4 2025 | Feb 04, 2026 |
| First Pacific Advisors, LP | History | Added to | 19,743 | 2,784 | 0.04% | 0.03% | 356 | +1,778 | 9.9% | Q4 2025 | Feb 17, 2026 |
| BAILARD, INC. | History | Reduced | 19,410 | 2,738 | 0.06% | 0.06% | 357 | -1 | -0.01% | Q4 2025 | Feb 04, 2026 |
| West Family Investments, Inc. | History | Reduced | 18,570 | 2,729 | 0.64% | 93.77% | 358 | -718 | -3.72% | Q4 2025 | Feb 11, 2026 |
| CUTLER INVESTMENT COUNSEL LLC | History | Added to | 19,266 | 2,717 | 0.28% | 0.27% | 359 | +860 | 4.67% | Q4 2025 | Feb 12, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 18,787 | 2,650 | 0.07% | 0.07% | 360 | +203 | 1.09% | Q4 2025 | Feb 17, 2026 |
| Freestone Capital Holdings, LLC | History | Reduced | 18,631 | 2,628 | 0.08% | 0.08% | 361 | -594 | -3.09% | Q4 2025 | Jan 23, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 18,605 | 2,624 | 0.05% | 0.05% | 362 | +1,223 | 7.04% | Q4 2025 | Feb 09, 2026 |
| Sowell Financial Services LLC | History | Added to | 18,490 | 2,608 | 0.1% | 0.1% | 363 | +457 | 2.53% | Q4 2025 | Jan 21, 2026 |
| Fort Point Capital Partners LLC | History | Added to | 17,833 | 2,584 | 0.29% | 0.29% | 364 | +23 | 0.13% | Q4 2025 | Feb 13, 2026 |
| HT Partners LLC | History | Reduced | 18,110 | 2,554 | 0.76% | 0.76% | 365 | -29 | -0.16% | Q4 2025 | Jan 21, 2026 |
| Colter Lewis Investment Partners LLC | History | New | 17,302 | 2,440 | 2.82% | — | 366 | +17,302 | New | Q4 2025 | Feb 17, 2026 |
| Investment Planning Advisors, Inc. | History | Added to | 17,214 | 2,428 | 0.71% | 0.71% | 367 | +929 | 5.7% | Q4 2025 | Jan 20, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 17,186 | 2,424 | 0.08% | 0.08% | 368 | +228 | 1.34% | Q4 2025 | Jan 12, 2026 |
| CX Institutional | History | Added to | 17,029 | 2,402 | 0.07% | 0.07% | 369 | +80 | 0.47% | Q4 2025 | Feb 02, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 17,022 | 2,401 | 0.09% | 0.06% | 370 | +4,923 | 40.69% | Q4 2025 | Feb 17, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | No change | 17,000 | 2,398 | 0.03% | 0.04% | 371 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 16,930 | 2,388 | 0.0% | 0.0% | 372 | -152 | -0.89% | Q4 2025 | Feb 13, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Added to | 16,913 | 2,385 | 0.45% | 0.48% | 373 | +121 | 0.72% | Q4 2025 | Feb 09, 2026 |
| Verus Financial Partners, Inc. | History | Reduced | 16,277 | 2,373 | 0.22% | 0.23% | 374 | -1,399 | -7.91% | Q4 2025 | Feb 02, 2026 |
| Creekside Partners | History | Added to | 16,770 | 2,365 | 1.0% | 0.84% | 375 | +2,865 | 20.6% | Q4 2025 | Feb 13, 2026 |
| Alliance Wealth Advisors, LLC /UT | History | Reduced | 16,757 | 2,363 | 0.51% | 1.16% | 376 | -19,229 | -53.43% | Q4 2025 | Feb 02, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 16,186 | 2,350 | 0.06% | 0.05% | 377 | +3,354 | 26.14% | Q4 2025 | Jan 28, 2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | History | No change | 16,560 | 2,335 | 0.29% | 0.3% | 378 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| EWA, LLC | History | Reduced | 16,499 | 2,327 | 0.57% | 0.63% | 379 | -14 | -0.08% | Q4 2025 | Feb 03, 2026 |
| INNEALTA CAPITAL, LLC | History | Added to | 16,394 | 2,312 | 1.25% | 0.71% | 380 | +6,014 | 57.94% | Q4 2025 | Jan 30, 2026 |
| HTG Investment Advisors, Inc. | History | Reduced | 16,325 | 2,302 | 0.71% | 0.82% | 382 | -1,294 | -7.34% | Q4 2025 | Feb 02, 2026 |
| PRESILIUM PRIVATE WEALTH, LLC | History | Added to | 16,323 | 2,302 | 0.42% | 0.42% | 381 | +85 | 0.52% | Q4 2025 | Jan 13, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Reduced | 16,310 | 2,300 | 0.05% | 0.05% | 383 | -365 | -2.19% | Q4 2025 | Feb 18, 2026 |
| HRC WEALTH MANAGEMENT, LLC | History | Added to | 16,295 | 2,298 | 1.1% | 1.07% | 384 | +423 | 2.67% | Q4 2025 | Jan 21, 2026 |
| CFS Investment Advisory Services, LLC | History | Added to | 16,123 | 2,274 | 0.17% | 0.16% | 385 | +498 | 3.19% | Q4 2025 | Feb 10, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 16,115 | 2,273 | 0.07% | 0.07% | 386 | -236 | -1.44% | Q4 2025 | Feb 12, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 16,092 | 2,270 | 0.13% | 0.6% | 387 | -83,412 | -83.83% | Q4 2025 | Jan 30, 2026 |
| CIBC Private Wealth Group LLC | History | Reduced | 16,085 | 2,268 | 0.0% | 0.0% | 388 | -100 | -0.62% | Q4 2025 | Feb 12, 2026 |
| Astoria Strategic Wealth, Inc. | History | Reduced | 16,060 | 2,265 | 0.57% | 0.57% | 389 | -293 | -1.79% | Q4 2025 | Feb 05, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 15,836 | 2,233 | 0.01% | 0.01% | 390 | -2,580 | -14.01% | Q4 2025 | Feb 12, 2026 |
| CBM Financial, LLC | History | New | 15,182 | 2,231 | 1.52% | — | 391 | +15,182 | New | Q4 2025 | Feb 19, 2026 |
| QUANTIFY CHAOS ADVISORS, LLC | History | New | 15,805 | 2,229 | 6.76% | — | 392 | +15,805 | New | Q4 2025 | Feb 06, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 15,789 | 2,227 | 0.25% | 0.16% | 393 | +7,152 | 82.81% | Q4 2025 | Feb 11, 2026 |
| Efficient Advisors, LLC | History | Reduced | 15,699 | 2,214 | 0.13% | 0.13% | 394 | -1,239 | -7.31% | Q4 2025 | Jan 21, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | Added to | 15,585 | 2,199 | 0.53% | 0.46% | 395 | +3,051 | 24.34% | Q4 2025 | Feb 27, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Reduced | 15,511 | 2,187 | 0.25% | 0.26% | 396 | -115 | -0.74% | Q4 2025 | Jan 09, 2026 |
| SC&H Financial Advisors, Inc. | History | Added to | 15,486 | 2,184 | 0.34% | 0.33% | 397 | +747 | 5.07% | Q4 2025 | Jan 21, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 15,445 | 2,178 | 0.01% | 0.01% | 398 | +43 | 0.28% | Q4 2025 | Jan 29, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 15,387 | 2,170 | 0.02% | 0.01% | 399 | +5,614 | 57.44% | Q4 2025 | Feb 12, 2026 |
| Spire Wealth Management | History | Added to | 15,078 | 2,126 | 0.07% | 0.06% | 400 | +1,390 | 10.15% | Q4 2025 | Jan 14, 2026 |
| AlTi Global, Inc. | History | No change | 15,012 | 2,117 | 0.05% | 0.05% | 401 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Squarepoint Ops LLC | History | Reduced | 14,929 | 2,105 | 0.0% | 0.01% | 402 | -40,581 | -73.11% | Q4 2025 | Feb 13, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 14,730 | 2,077 | 0.28% | — | 403 | +14,730 | New | Q4 2025 | Feb 09, 2026 |
| Cornerstone Financial Group, LLC /NE/ | History | Added to | 14,382 | 2,028 | 1.42% | 1.49% | 404 | +370 | 2.64% | Q4 2025 | Feb 11, 2026 |
| LEVIN CAPITAL STRATEGIES, L.P. | History | No change | 14,345 | 2,023 | 0.17% | 0.18% | 405 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Permanent Capital Management, LP | History | No change | 14,345 | 2,023 | 0.39% | 0.37% | 406 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Vise Technologies, Inc. | History | Added to | 14,259 | 2,011 | 0.04% | 0.01% | 407 | +11,853 | 492.64% | Q4 2025 | Feb 11, 2026 |
| Atria Investments, Inc | History | Added to | 14,116 | 1,991 | 0.02% | 0.01% | 408 | +9,696 | 219.37% | Q4 2025 | Feb 05, 2026 |
| Savant Capital, LLC | History | Added to | 14,082 | 1,986 | 0.01% | 0.01% | 409 | +687 | 5.13% | Q4 2025 | Feb 10, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Reduced | 14,000 | 1,974 | 0.01% | 0.01% | 410 | -600 | -4.11% | Q4 2025 | Feb 17, 2026 |
| Fingerlakes Wealth Management, Inc. | History | Reduced | 13,994 | 1,973 | 1.25% | 1.26% | 411 | -1 | -0.01% | Q4 2025 | Feb 05, 2026 |
| Silver Oak Advisory Group, Inc. | History | Added to | 13,786 | 1,944 | 0.88% | 0.86% | 412 | +51 | 0.37% | Q4 2025 | Feb 03, 2026 |
| BRANDES INVESTMENT PARTNERS, LP | History | New | 13,676 | 1,929 | 0.01% | — | 413 | +13,676 | New | Q4 2025 | Feb 11, 2026 |
| Equitable Holdings, Inc. | History | Added to | 13,499 | 1,904 | 0.01% | 0.01% | 414 | +2,018 | 17.58% | Q4 2025 | Feb 17, 2026 |
| Redmond Asset Management, LLC | History | Added to | 13,502 | 1,904 | 0.49% | 0.45% | 415 | +171 | 1.28% | Q4 2025 | Feb 09, 2026 |
| EAGLE ROCK INVESTMENT COMPANY, LLC | History | Added to | 13,478 | 1,901 | 0.27% | 0.17% | 416 | +5,309 | 64.99% | Q4 2025 | Jan 14, 2026 |
| Portside Wealth Group, LLC | History | Reduced | 13,246 | 1,868 | 0.25% | 0.46% | 417 | -11,051 | -45.48% | Q4 2025 | Jan 21, 2026 |
| WADDELL & ASSOCIATES, LLC | History | No change | 13,183 | 1,859 | 0.13% | 0.15% | 418 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Murphy & Mullick Capital Management Corp | History | Added to | 13,143 | 1,853 | 1.34% | 1.28% | 419 | +600 | 4.78% | Q4 2025 | Feb 10, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Added to | 13,064 | 1,842 | 0.02% | 0.02% | 420 | +12 | 0.09% | Q4 2025 | Jan 22, 2026 |
| L.K. Benson & Company, P.C. | History | Added to | 12,916 | 1,821 | 0.91% | 0.87% | 421 | +1,133 | 9.62% | Q4 2025 | Feb 06, 2026 |
| Texas Yale Capital Corp. | History | Added to | 12,823 | 1,808 | 0.05% | 0.06% | 422 | +18 | 0.14% | Q4 2025 | Feb 10, 2026 |
| Americana Partners, LLC | History | Reduced | 12,762 | 1,800 | 0.05% | 0.11% | 423 | -12,579 | -49.64% | Q4 2025 | Feb 06, 2026 |
| Asset Management Group, Inc. | History | Added to | 12,728 | 1,795 | 0.29% | 0.21% | 424 | +3,267 | 34.53% | Q4 2025 | Feb 17, 2026 |
| Abacus Planning Group, Inc. | History | Added to | 12,714 | 1,793 | 0.24% | 0.24% | 425 | +40 | 0.32% | Q4 2025 | Jan 16, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 12,624 | 1,780 | 0.03% | 0.02% | 426 | +1,697 | 15.53% | Q4 2025 | Feb 02, 2026 |
| Tannin Capital LLC | History | New | 12,615 | 1,779 | 1.59% | — | 427 | +12,615 | New | Q4 2025 | Feb 17, 2026 |
| Evercore Wealth Management, LLC | History | Added to | 12,549 | 1,770 | 0.03% | 0.03% | 428 | +150 | 1.21% | Q4 2025 | Feb 17, 2026 |
| Stonebridge Financial Group, LLC | History | Added to | 12,498 | 1,762 | 0.15% | 0.15% | 429 | +1 | 0.01% | Q4 2025 | Jan 21, 2026 |
| MAYPORT, LLC | History | Added to | 12,406 | 1,749 | 0.35% | 0.12% | 430 | +8,218 | 196.23% | Q4 2025 | Jan 21, 2026 |
| Trilogy Capital Inc. | History | Added to | 12,346 | 1,741 | 0.08% | 0.07% | 431 | +625 | 5.33% | Q4 2025 | Jan 22, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 12,344 | 1,741 | 0.06% | 0.06% | 432 | -4 | -0.03% | Q4 2025 | Jan 12, 2026 |
| Montis Financial, LLC | History | Reduced | 12,205 | 1,721 | 0.34% | 0.4% | 433 | -395 | -3.13% | Q4 2025 | Feb 11, 2026 |
| Union Bancaire Privee, UBP SA | History | New | 16,205 | 1,707 | 0.02% | — | 434 | +16,205 | New | Q4 2025 | Jan 05, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | Added to | 12,054 | 1,700 | 0.1% | 0.1% | 435 | +511 | 4.43% | Q4 2025 | Feb 12, 2026 |
| HFM Investment Advisors, LLC | History | Added to | 12,047 | 1,699 | 0.66% | 0.65% | 436 | +389 | 3.34% | Q4 2025 | Feb 05, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 11,922 | 1,681 | 0.0% | 5.52% | 437 | +3,285 | 38.03% | Q4 2025 | Feb 17, 2026 |
| ASSETMARK, INC | History | Reduced | 11,919 | 1,681 | 0.0% | 0.0% | 438 | -237 | -1.95% | Q4 2025 | Jan 23, 2026 |
| REGIONS FINANCIAL CORP | History | New | 11,870 | 1,674 | 0.01% | — | 439 | +11,870 | New | Q4 2025 | Jan 27, 2026 |
| Andrews Advisory Associates, LLC | History | New | 11,819 | 1,667 | 0.89% | — | 440 | +11,819 | New | Q4 2025 | Feb 18, 2026 |
| Triangle Securities Wealth Management | History | Reduced | 11,816 | 1,666 | 0.35% | 0.37% | 441 | -45 | -0.38% | Q4 2025 | Jan 13, 2026 |
| M Holdings Securities, Inc. | History | Added to | 11,792 | 1,663 | 0.12% | 0.33% | 442 | +400 | 3.51% | Q4 2025 | Feb 11, 2026 |
| Successful Portfolios LLC | History | Added to | 11,315 | 1,636 | 0.83% | 0.9% | 443 | +86 | 0.77% | Q4 2025 | Jan 23, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 11,526 | 1,625 | 0.22% | — | 444 | +11,526 | New | Q4 2025 | Feb 17, 2026 |
| Nicholson Meyer Capital Management, Inc. | History | Reduced | 11,285 | 1,591 | 1.2% | 1.27% | 445 | -745 | -6.19% | Q4 2025 | Jan 28, 2026 |
| Keel Point, LLC | History | Added to | 11,196 | 1,579 | 0.1% | 0.09% | 446 | +55 | 0.49% | Q4 2025 | Feb 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 11,165 | 1,574 | 0.0% | 0.0% | 447 | +240 | 2.2% | Q4 2025 | Feb 06, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 11,104 | 1,566 | 0.07% | 0.07% | 448 | +49 | 0.44% | Q4 2025 | Jan 21, 2026 |
| Rockingstone Advisors LLC | History | Added to | 11,042 | 1,557 | 0.71% | 0.7% | 449 | +796 | 7.77% | Q4 2025 | Jan 28, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | Added to | 11,017 | 1,553 | 0.16% | 0.17% | 450 | +20 | 0.18% | Q4 2025 | Jan 09, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 11,004 | 1,552 | 0.05% | 0.05% | 451 | +1,083 | 10.92% | Q4 2025 | Feb 13, 2026 |
| CERTIOR FINANCIAL GROUP, LLC | History | Reduced | 10,969 | 1,547 | 1.04% | 1.79% | 453 | -8,595 | -43.93% | Q4 2025 | Feb 04, 2026 |
| Charter Oak Capital Management, LLC | History | Added to | 10,971 | 1,547 | 0.12% | 0.11% | 452 | +351 | 3.31% | Q4 2025 | Jan 23, 2026 |
| Balentine LLC | History | Reduced | 10,960 | 1,546 | 0.06% | 0.1% | 454 | -8,934 | -44.91% | Q4 2025 | Feb 02, 2026 |
| Vivaldi Capital Management LP | History | Added to | 10,899 | 1,537 | 0.21% | 0.21% | 455 | +205 | 1.92% | Q4 2025 | Feb 13, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 10,844 | 1,529 | 0.03% | 0.03% | 456 | +720 | 7.11% | Q4 2025 | Feb 03, 2026 |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | History | New | 10,800 | 1,523 | 0.01% | — | 457 | +10,800 | New | Q4 2025 | Feb 17, 2026 |
| Fortis Group Advisors, LLC | History | Added to | 10,446 | 1,518 | 0.25% | 0.0% | 458 | +10,320 | 8190.48% | Q4 2025 | Feb 06, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Added to | 10,734 | 1,514 | 0.07% | 0.08% | 459 | +338 | 3.25% | Q4 2025 | Jan 12, 2026 |
| CGN Advisors LLC | History | Added to | 10,633 | 1,499 | 0.12% | 0.12% | 460 | +92 | 0.87% | Q4 2025 | Jan 05, 2026 |
| Fortis Capital Advisors, LLC | History | No change | 10,576 | 1,491 | 0.22% | 0.23% | 461 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Reduced | 10,511 | 1,482 | 0.09% | 0.09% | 462 | -54 | -0.51% | Q4 2025 | Jan 23, 2026 |
| MidAtlantic Capital Management, Inc. | History | Reduced | 10,499 | 1,480 | 0.95% | 1.01% | 463 | -237 | -2.21% | Q4 2025 | Feb 10, 2026 |
| New Capital Management LP | History | Reduced | 10,451 | 1,474 | 0.37% | 0.38% | 464 | -29 | -0.28% | Q4 2025 | Jan 20, 2026 |
| IHT Wealth Management, LLC | History | Added to | 10,420 | 1,469 | 0.04% | 0.03% | 465 | +961 | 10.16% | Q4 2025 | Feb 17, 2026 |
| Trellis Wealth Advisors LLC | History | Added to | 10,372 | 1,463 | 0.57% | 0.58% | 466 | +57 | 0.55% | Q4 2025 | Jan 26, 2026 |
| Sage Investment Counsel LLC | History | Added to | 10,365 | 1,462 | 1.61% | 1.58% | 467 | +7 | 0.07% | Q4 2025 | Jan 23, 2026 |
| DB Fitzpatrick & Co, Inc | History | Added to | 10,286 | 1,450 | 1.29% | 0.44% | 468 | +6,741 | 190.16% | Q4 2025 | Jan 15, 2026 |
| Value Investment Professionals, LLC | History | New | 10,269 | 1,448 | 1.52% | — | 469 | +10,269 | New | Q4 2025 | Feb 11, 2026 |
| Manuka Financial, LLC | History | Added to | 10,249 | 1,445 | 0.9% | 0.88% | 470 | +19 | 0.19% | Q4 2025 | Jan 28, 2026 |
| Schrum Private Wealth Management LLC | History | Added to | 10,217 | 1,441 | 1.07% | 0.94% | 471 | +949 | 10.24% | Q4 2025 | Feb 17, 2026 |
| GenTrust, LLC | History | Reduced | 10,156 | 1,432 | 0.06% | 0.06% | 472 | -105 | -1.02% | Q4 2025 | Feb 02, 2026 |
| Brand Asset Management Group, Inc. | History | Added to | 10,141 | 1,430 | 0.4% | 0.39% | 473 | +137 | 1.37% | Q4 2025 | Feb 11, 2026 |
| Tudor Financial Inc. | History | Added to | 10,070 | 1,420 | 0.73% | 0.73% | 474 | +65 | 0.65% | Q4 2025 | Feb 13, 2026 |
| Midwest Trust Co | History | Added to | 10,048 | 1,417 | 0.02% | 0.02% | 475 | +1,545 | 18.17% | Q4 2025 | Feb 04, 2026 |
| RBF Capital, LLC | History | No change | 10,000 | 1,410 | 0.06% | 0.06% | 476 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Krilogy Financial LLC | History | Reduced | 9,649 | 1,407 | 0.05% | 0.05% | 477 | -1 | -0.01% | Q4 2025 | Jan 27, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 9,935 | 1,401 | 0.08% | 0.08% | 478 | +318 | 3.31% | Q4 2025 | Jan 14, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 9,915 | 1,398 | 0.03% | 0.03% | 479 | +671 | 7.26% | Q4 2025 | Feb 12, 2026 |
| Roehl & Yi Investment Advisors, LLC | History | New | 9,885 | 1,394 | 0.55% | — | 480 | +9,885 | New | Q4 2025 | Feb 17, 2026 |
| Tortoise Investment Management, LLC | History | Reduced | 9,809 | 1,383 | 0.12% | 0.12% | 481 | -70 | -0.71% | Q4 2025 | Feb 06, 2026 |
| Tidal Investments LLC | History | New | 9,757 | 1,376 | 0.0% | — | 482 | +9,757 | New | Q4 2025 | Feb 13, 2026 |
| RFG Advisory, LLC | History | Added to | 9,755 | 1,375 | 0.03% | 0.01% | 483 | +5,516 | 130.13% | Q4 2025 | Feb 03, 2026 |
| Global Retirement Partners, LLC | History | Added to | 9,746 | 1,374 | 0.02% | 0.03% | 484 | +1,101 | 12.74% | Q4 2025 | Feb 06, 2026 |
| Leo Wealth, LLC | History | Reduced | 9,624 | 1,357 | 0.1% | 0.17% | 486 | -96 | -0.99% | Q4 2025 | Jan 21, 2026 |
| Hubbell Strickland Wealth Management, LLC | History | Added to | 9,625 | 1,357 | 0.55% | 0.54% | 485 | +51 | 0.53% | Q4 2025 | Jan 20, 2026 |
| Drystone LLC | History | Reduced | 9,492 | 1,338 | 1.2% | 1.19% | 487 | -95 | -0.99% | Q4 2025 | Feb 06, 2026 |
| FF Advisors,LLC | History | Reduced | 9,470 | 1,335 | 0.59% | 0.63% | 488 | -37 | -0.39% | Q4 2025 | Feb 13, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 9,238 | 1,303 | 0.0% | 0.01% | 489 | -6,106 | -39.79% | Q4 2025 | Jan 30, 2026 |
| Kathmere Capital Management, LLC | History | Added to | 9,178 | 1,294 | 0.09% | 0.09% | 490 | +118 | 1.3% | Q4 2025 | Jan 13, 2026 |
| GTS SECURITIES LLC | History | Added to | 9,125 | 1,287 | 0.04% | 0.04% | 491 | +1,518 | 19.96% | Q4 2025 | Feb 13, 2026 |
| Compass Financial Group, INC/SD | History | Reduced | 9,121 | 1,286 | 0.18% | 0.19% | 492 | -76 | -0.83% | Q4 2025 | Jan 27, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | Added to | 9,112 | 1,285 | 0.11% | 0.06% | 493 | +4,253 | 87.53% | Q4 2025 | Feb 03, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 9,073 | 1,279 | 0.07% | 0.07% | 494 | +10 | 0.11% | Q4 2025 | Feb 10, 2026 |
| Sellwood Investment Partners LLC | History | No change | 9,065 | 1,278 | 0.5% | 0.5% | 495 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Principle Wealth Partners LLC | History | Added to | 9,054 | 1,277 | 0.07% | 0.07% | 496 | +143 | 1.6% | Q4 2025 | Feb 06, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 9,046 | 1,276 | 0.03% | 0.02% | 497 | +3 | 0.03% | Q4 2025 | Feb 05, 2026 |
| Family Manage LLC | History | No change | 9,006 | 1,270 | 0.16% | 0.17% | 498 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Austin Wealth Management, LLC | History | Reduced | 8,834 | 1,268 | 0.19% | 0.21% | 499 | -926 | -9.49% | Q4 2025 | Jan 26, 2026 |
| Windward Private Wealth Management Inc. | History | Reduced | 8,982 | 1,267 | 0.44% | 0.43% | 500 | -78 | -0.86% | Q4 2025 | Feb 02, 2026 |
| Checchi Capital Advisers, LLC | History | Added to | 8,882 | 1,252 | 0.06% | 0.06% | 501 | +1,121 | 14.44% | Q4 2025 | Jan 27, 2026 |
| Pine Harbor Wealth Management, LLC | History | Added to | 8,877 | 1,252 | 0.38% | 0.37% | 502 | +557 | 6.69% | Q4 2025 | Jan 20, 2026 |
| Compound Planning, Inc. | History | Added to | 8,827 | 1,245 | 0.04% | 0.04% | 503 | +521 | 6.27% | Q4 2025 | Feb 19, 2026 |
| BARCLAYS PLC | History | Reduced | 8,808 | 1,242 | 0.0% | 0.0% | 504 | -6,242 | -41.48% | Q4 2025 | Feb 13, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Added to | 8,721 | 1,230 | 0.15% | 0.14% | 505 | +68 | 0.79% | Q4 2025 | Feb 13, 2026 |
| Brickley Wealth Management | History | Added to | 8,719 | 1,229 | 0.21% | 0.18% | 506 | +1,241 | 16.6% | Q4 2025 | Jan 29, 2026 |
| Kendall Capital Management | History | Added to | 8,682 | 1,224 | 0.26% | 0.27% | 507 | +29 | 0.34% | Q4 2025 | Jan 16, 2026 |
| Sharkey, Howes & Javer | History | Reduced | 8,577 | 1,209 | 0.15% | 0.45% | 508 | -16,702 | -66.07% | Q4 2025 | Jan 13, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Added to | 8,549 | 1,205 | 0.17% | 0.19% | 509 | +9 | 0.11% | Q4 2025 | Jan 12, 2026 |
| Versant Capital Management, Inc | History | Reduced | 8,540 | 1,204 | 0.15% | 0.17% | 510 | -318 | -3.59% | Q4 2025 | Jan 08, 2026 |
| Arlington Trust Co LLC | History | Reduced | 8,535 | 1,203 | 0.12% | 0.21% | 512 | -73 | -0.85% | Q4 2025 | Jan 30, 2026 |
| Trevian Wealth Management LLC | History | Added to | 8,532 | 1,203 | 0.57% | 0.63% | 511 | +2 | 0.02% | Q4 2025 | Feb 05, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | Added to | 8,496 | 1,198 | 0.0% | 0.0% | 513 | +4,500 | 112.61% | Q4 2025 | Feb 10, 2026 |
| Newton One Investments LLC | History | No change | 8,438 | 1,190 | 0.35% | 0.34% | 514 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Roundview Capital LLC | History | Added to | 8,430 | 1,189 | 0.07% | 0.07% | 515 | +71 | 0.85% | Q4 2025 | Feb 09, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Added to | 8,390 | 1,183 | 0.1% | 0.07% | 516 | +1,907 | 29.42% | Q4 2025 | Feb 17, 2026 |
| Johnson & White Wealth Management, LLC | History | Reduced | 8,296 | 1,170 | 0.51% | 0.53% | 517 | -32 | -0.38% | Q4 2025 | Feb 05, 2026 |
| Edgestream Partners, L.P. | History | New | 8,284 | 1,168 | 0.03% | — | 518 | +8,284 | New | Q4 2025 | Feb 13, 2026 |
| Unison Advisors LLC | History | Reduced | 8,260 | 1,165 | 0.1% | 0.11% | 519 | -363 | -4.21% | Q4 2025 | Jan 21, 2026 |
| Arete Wealth Advisors, LLC | History | Reduced | 8,247 | 1,163 | 0.07% | 0.12% | 520 | -5,803 | -41.3% | Q4 2025 | Feb 13, 2026 |
| TBH Global Asset Management, LLC | History | Reduced | 8,227 | 1,160 | 0.19% | 0.27% | 521 | -1,783 | -17.81% | Q4 2025 | Jan 29, 2026 |
| Selby Wealth Management, LLC | History | New | 8,194 | 1,155 | 0.47% | — | 522 | +8,194 | New | Q4 2025 | Feb 13, 2026 |
| MidWestOne Financial Group, Inc. | History | Added to | 8,156 | 1,150 | 0.13% | 0.12% | 523 | +990 | 13.82% | Q4 2025 | Feb 12, 2026 |
| Crestwood Advisors Group, LLC | History | Reduced | 8,130 | 1,146 | 0.02% | 0.02% | 524 | -131 | -1.59% | Q4 2025 | Feb 03, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Added to | 8,071 | 1,138 | 0.25% | 0.26% | 525 | +363 | 4.71% | Q4 2025 | Jan 09, 2026 |
| Ackerman Capital Advisors, LLC | History | No change | 8,058 | 1,136 | 0.23% | 0.23% | 526 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Aspen Capital Management, LLC | History | Added to | 7,963 | 1,123 | 0.28% | 0.28% | 527 | +3 | 0.04% | Q4 2025 | Jan 29, 2026 |
| Argent Trust Co | History | Added to | 7,923 | 1,117 | 0.04% | 0.04% | 528 | +14 | 0.18% | Q4 2025 | Feb 10, 2026 |
| PFG Advisors | History | Reduced | 7,912 | 1,116 | 0.05% | 0.05% | 529 | -265 | -3.24% | Q4 2025 | Jan 27, 2026 |
| CATALYST FINANCIAL PARTNERS LLC | History | Added to | 7,916 | 1,116 | 0.12% | 0.13% | 530 | +8 | 0.1% | Q4 2025 | Feb 04, 2026 |
| Financial Management Professionals, Inc. | History | Reduced | 7,884 | 1,112 | 0.11% | 0.12% | 531 | -722 | -8.39% | Q4 2025 | Jan 27, 2026 |
| Three Arch Wealth Management LLC | History | New | 7,879 | 1,111 | 0.21% | — | 532 | +7,879 | New | Q4 2025 | Feb 13, 2026 |
| Archford Capital Strategies, LLC | History | Reduced | 7,866 | 1,109 | 0.13% | 0.13% | 533 | -176 | -2.19% | Q4 2025 | Jan 15, 2026 |
| MOSELEY INVESTMENT MANAGEMENT INC | History | Added to | 7,847 | 1,106 | 0.34% | 0.3% | 534 | +631 | 8.74% | Q4 2025 | Jan 20, 2026 |
| One Capital Management, LLC | History | Added to | 7,805 | 1,101 | 0.03% | 0.03% | 535 | +86 | 1.11% | Q4 2025 | Feb 10, 2026 |
| Nicholas Hoffman & Company, LLC. | History | Added to | 7,746 | 1,092 | 0.03% | 0.02% | 536 | +477 | 6.56% | Q4 2025 | Feb 02, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | Added to | 7,736 | 1,091 | 0.52% | 0.5% | 537 | +168 | 2.22% | Q4 2025 | Feb 13, 2026 |
| Brookwood Investment Group LLC | History | Reduced | 7,734 | 1,091 | 0.13% | 0.14% | 538 | -100 | -1.28% | Q4 2025 | Jan 22, 2026 |
| TD ASSET MANAGEMENT INC | History | No change | 7,663 | 1,080 | 0.0% | 0.0% | 539 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Financial Engines Advisors L.L.C. | History | Added to | 7,652 | 1,079 | 0.0% | 0.0% | 541 | +442 | 6.13% | Q4 2025 | Feb 12, 2026 |
| WESTBOURNE INVESTMENTS, INC. | History | Reduced | 7,650 | 1,079 | 0.5% | 0.52% | 540 | -50 | -0.65% | Q4 2025 | Jan 22, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 7,631 | 1,076 | 0.03% | 0.03% | 542 | -40 | -0.52% | Q4 2025 | Jan 06, 2026 |
| BFI Infinity Ltd. | History | No change | 7,632 | 1,076 | 0.67% | 0.69% | 543 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Boyce & Associates Wealth Consulting, Inc. | History | Reduced | 7,579 | 1,069 | 0.9% | 0.91% | 544 | -524 | -6.47% | Q4 2025 | Jan 20, 2026 |
| Dodds Wealth, LLC | History | Added to | 7,582 | 1,069 | 0.26% | 0.26% | 545 | +22 | 0.29% | Q4 2025 | Feb 11, 2026 |
| New England Professional Planning Group Inc. | History | No change | 7,574 | 1,068 | 0.45% | 0.48% | 546 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Brightwater Advisory LLC | History | Added to | 7,558 | 1,066 | 0.72% | 0.71% | 548 | +3 | 0.04% | Q4 2025 | Feb 12, 2026 |
| Sonoma Private Wealth LLC | History | No change | 7,560 | 1,066 | 1.29% | 1.24% | 547 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Five Pine Wealth Management | History | Added to | 7,536 | 1,062 | 0.68% | 0.7% | 549 | +49 | 0.65% | Q4 2025 | Jan 21, 2026 |
| Dunhill Financial, LLC | History | Added to | 7,542 | 1,060 | 0.26% | 0.02% | 550 | +6,902 | 1078.44% | Q4 2025 | Jan 29, 2026 |
| Haverford Trust Co | History | Added to | 7,510 | 1,059 | 0.01% | 0.0% | 551 | +5,540 | 281.22% | Q4 2025 | Feb 13, 2026 |
| GEN Financial Management, INC. | History | Added to | 7,503 | 1,058 | 0.67% | 0.88% | 553 | +82 | 1.1% | Q4 2025 | Jan 15, 2026 |
| JTC Employer Solutions Trustee Ltd | History | No change | 7,500 | 1,058 | 0.07% | 0.09% | 552 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| HRT FINANCIAL LP | History | New | 7,497 | 1,057 | 0.0% | — | 554 | +7,497 | New | Q4 2025 | Feb 12, 2026 |
| VIEWPOINT INVESTMENT PARTNERS CORP | History | Reduced | 7,500 | 1,057 | 0.5% | 0.68% | 555 | -2,200 | -22.68% | Q4 2025 | Jan 29, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 7,480 | 1,055 | 0.01% | 0.01% | 556 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Sierra Capital LLC | History | Added to | 7,462 | 1,053 | 0.11% | 0.11% | 557 | +59 | 0.8% | Q4 2025 | Feb 18, 2026 |
| Strait & Sound Wealth Management LLC | History | Added to | 7,450 | 1,050 | 0.39% | 0.39% | 558 | +25 | 0.34% | Q4 2025 | Feb 04, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 7,438 | 1,049 | 0.05% | 0.05% | 560 | +655 | 9.66% | Q4 2025 | Mar 04, 2026 |
| Baker Avenue Asset Management, LP | History | Added to | 7,443 | 1,049 | 0.02% | 0.02% | 559 | +257 | 3.58% | Q4 2025 | Feb 10, 2026 |
| Essex Financial Services, Inc. | History | Added to | 7,397 | 1,043 | 0.06% | 0.06% | 561 | +44 | 0.6% | Q4 2025 | Feb 10, 2026 |
| Cambridge Financial Group, LLC | History | Added to | 8,388 | 1,033 | 0.36% | 0.28% | 562 | +2,083 | 33.04% | Q4 2025 | Jan 09, 2026 |
| SWP FINANCIAL LLC | History | Reduced | 7,308 | 1,030 | 0.52% | 0.52% | 563 | -49 | -0.67% | Q4 2025 | Jan 16, 2026 |
| First PREMIER Bank | History | Added to | 7,267 | 1,025 | 0.23% | 0.23% | 564 | +2 | 0.03% | Q4 2025 | Jan 23, 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD | History | New | 7,221 | 1,018 | 0.15% | — | 565 | +7,221 | New | Q4 2025 | Feb 13, 2026 |
| STRATEGY ASSET MANAGERS LLC | History | Added to | 7,156 | 1,009 | 0.17% | 0.18% | 566 | +16 | 0.22% | Q4 2025 | Feb 11, 2026 |
| Warren Street Wealth Advisors, LLC | History | Reduced | 7,150 | 1,008 | 0.29% | 0.54% | 567 | -6,063 | -45.89% | Q4 2025 | Jan 29, 2026 |
| Elite Financial, Inc. | History | Added to | 7,119 | 1,004 | 0.46% | 0.46% | 569 | +2 | 0.03% | Q4 2025 | Feb 12, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 7,124 | 1,004 | 0.03% | 0.03% | 568 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| VISTA CAPITAL PARTNERS, INC. | History | Added to | 7,090 | 1,000 | 0.1% | 0.1% | 570 | +265 | 3.88% | Q4 2025 | Feb 02, 2026 |
| MEANS INVESTMENT CO., INC. | History | Reduced | 7,087 | 999 | 0.08% | 0.09% | 571 | -142 | -1.96% | Q4 2025 | Jan 26, 2026 |
| Y.D. More Investments Ltd | History | No change | 7,085 | 999 | 0.05% | 0.06% | 572 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Divergent Planning, LLC | History | Reduced | 6,964 | 989 | 0.25% | 0.28% | 573 | -627 | -8.26% | Q4 2025 | Jan 12, 2026 |
| Allworth Financial LP | History | New | 6,868 | 968 | 0.0% | — | 574 | +6,868 | New | Q4 2025 | Feb 05, 2026 |
| FC Advisory LLC | History | Added to | 6,868 | 968 | 0.28% | 0.27% | 575 | +50 | 0.73% | Q4 2025 | Jan 13, 2026 |
| Phillips Wealth Planners LLC | History | New | 6,634 | 956 | 0.77% | — | 576 | +6,634 | New | Q4 2025 | Feb 10, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 6,761 | 953 | 0.01% | 0.01% | 577 | +157 | 2.38% | Q4 2025 | Feb 12, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | New | 6,713 | 946 | 0.2% | — | 578 | +6,713 | New | Q4 2025 | Feb 12, 2026 |
| BARLOW WEALTH PARTNERS, LLC | History | No change | 6,525 | 943 | 0.1% | 0.1% | 579 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| FIRST INTERSTATE BANK | History | No change | 6,650 | 938 | 0.05% | 0.05% | 580 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Attessa Capital LLC | History | Added to | 6,610 | 932 | 0.51% | 0.43% | 581 | +1,317 | 24.88% | Q4 2025 | Jan 06, 2026 |
| Daybright Advisory Services, Inc. | History | New | 6,549 | 923 | 0.25% | — | 582 | +6,549 | New | Q4 2025 | Feb 12, 2026 |
| Latitude Advisors, LLC | History | Added to | 6,514 | 918 | 0.4% | 0.37% | 583 | +651 | 11.1% | Q4 2025 | Jan 27, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 6,506 | 917 | 0.01% | 0.01% | 584 | +656 | 11.21% | Q4 2025 | Jan 27, 2026 |
| F&V Capital Management, LLC | History | Added to | 6,485 | 915 | 0.19% | 0.13% | 585 | +2,265 | 53.67% | Q4 2025 | Mar 26, 2026 |
| Blue Trust, Inc. | History | Added to | 6,476 | 913 | 0.01% | 0.01% | 586 | +1,360 | 26.58% | Q4 2025 | Jan 16, 2026 |
| Blue Edge Capital, LLC | History | Reduced | 6,452 | 910 | 0.12% | 0.14% | 587 | -455 | -6.59% | Q4 2025 | Feb 12, 2026 |
| Berman McAleer LLC | History | Added to | 6,448 | 909 | 0.12% | 0.12% | 589 | +259 | 4.18% | Q4 2025 | Feb 05, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 6,446 | 909 | 0.01% | 0.01% | 588 | -221 | -3.31% | Q4 2025 | Feb 13, 2026 |
| AE Wealth Management LLC | History | Added to | 6,442 | 908 | 0.01% | 0.0% | 590 | +1,357 | 26.69% | Q4 2025 | Jan 26, 2026 |
| IFG Advisory, LLC | History | Added to | 6,425 | 906 | 0.04% | 0.03% | 591 | +856 | 15.37% | Q4 2025 | Feb 10, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Added to | 6,423 | 905 | 0.06% | 0.03% | 592 | +2,967 | 85.85% | Q4 2025 | Feb 11, 2026 |
| Ballentine Partners, LLC | History | Added to | 6,360 | 897 | 0.01% | 0.01% | 593 | +144 | 2.32% | Q4 2025 | Feb 03, 2026 |
| SMITH, MOORE & CO. | History | Added to | 6,350 | 895 | 0.07% | 0.07% | 594 | +30 | 0.47% | Q4 2025 | Jan 23, 2026 |
| Wakefield Asset Management LLLP | History | No change | 6,297 | 888 | 0.24% | 0.24% | 595 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | Added to | 6,293 | 887 | 0.07% | 0.06% | 597 | +1,528 | 32.07% | Q4 2025 | Jan 28, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 6,291 | 887 | 0.01% | 0.01% | 596 | +60 | 0.96% | Q4 2025 | Jan 29, 2026 |
| Sage Mountain Advisors LLC | History | Added to | 6,283 | 886 | 0.05% | 0.05% | 598 | +49 | 0.79% | Q4 2025 | Jan 23, 2026 |
| Modern Wealth Management, LLC | History | Added to | 6,275 | 885 | 0.02% | 0.01% | 599 | +3,766 | 150.1% | Q4 2025 | Feb 17, 2026 |
| ADE, LLC | History | Reduced | 6,266 | 883 | 0.43% | 0.48% | 600 | -694 | -9.97% | Q4 2025 | Feb 10, 2026 |
| Financial Planning Fort Collins, LLC | History | New | 6,230 | 878 | 0.77% | — | 602 | +6,230 | New | Q4 2025 | Feb 18, 2026 |
| Verdence Capital Advisors LLC | History | Reduced | 6,230 | 878 | 0.05% | 0.05% | 601 | -2 | -0.03% | Q4 2025 | Jan 29, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 6,201 | 874 | 0.03% | 0.03% | 603 | -375 | -5.7% | Q4 2025 | Feb 13, 2026 |
| Vested Financial Planning, LLC | History | Added to | 6,150 | 867 | 0.67% | 0.68% | 604 | +98 | 1.62% | Q4 2025 | Jan 23, 2026 |
| Fiera Capital Corp | History | Reduced | 6,126 | 864 | 0.0% | 0.0% | 605 | -1,349 | -18.05% | Q4 2025 | Feb 11, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 6,079 | 857 | 0.05% | 0.04% | 606 | +643 | 11.83% | Q4 2025 | Jan 20, 2026 |
| Fermata Advisors, LLC | History | Reduced | 6,027 | 850 | 0.2% | 0.21% | 607 | -113 | -1.84% | Q4 2025 | Jan 08, 2026 |
| Genus Capital Management Inc. | History | Reduced | 5,985 | 844 | 0.1% | 0.1% | 608 | -304 | -4.83% | Q4 2025 | Feb 09, 2026 |
| Procyon Advisors, LLC | History | Added to | 5,984 | 844 | 0.04% | 0.05% | 609 | +203 | 3.51% | Q4 2025 | Jan 07, 2026 |
| BURKETT FINANCIAL SERVICES, LLC | History | Added to | 5,959 | 840 | 0.29% | 0.27% | 610 | +225 | 3.92% | Q4 2025 | Jan 05, 2026 |
| Financial Perspectives, Inc | History | Added to | 5,916 | 834 | 0.22% | 0.21% | 612 | +493 | 9.09% | Q4 2025 | Jan 28, 2026 |
| Lumbard & Kellner, LLC | History | No change | 5,914 | 834 | 0.29% | 0.3% | 611 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| WESBANCO BANK INC | History | No change | 5,911 | 833 | 0.02% | 0.02% | 613 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Mustard Seed Financial, LLC | History | Added to | 5,885 | 830 | 0.52% | 0.52% | 614 | +3 | 0.05% | Q4 2025 | Jan 23, 2026 |
| Well Done, LLC | History | Added to | 5,848 | 824 | 0.12% | 0.12% | 615 | +736 | 14.4% | Q4 2025 | Jan 13, 2026 |
| CLIENT 1ST ADVISORY GROUP, LLC | History | Added to | 5,830 | 822 | 0.26% | 0.27% | 616 | +1 | 0.02% | Q4 2025 | Jan 12, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 5,823 | 821 | 0.02% | 0.02% | 617 | +638 | 12.3% | Q4 2025 | Jan 29, 2026 |
| Advyzon Investment Management, LLC | History | New | 5,759 | 812 | 0.09% | — | 618 | +5,759 | New | Q4 2025 | Feb 13, 2026 |
| Roble, Belko & Company, Inc | History | Added to | 5,689 | 802 | 0.11% | 0.11% | 619 | +31 | 0.55% | Q4 2025 | Jan 12, 2026 |
| Weaver Consulting Group | History | Added to | 5,622 | 793 | 0.19% | 0.18% | 620 | +471 | 9.14% | Q4 2025 | Feb 10, 2026 |
| Plancorp, LLC | History | Added to | 5,585 | 787 | 0.02% | 0.02% | 621 | +250 | 4.69% | Q4 2025 | Feb 05, 2026 |
| FAS Wealth Partners, Inc. | History | Added to | 5,555 | 783 | 0.05% | 0.03% | 622 | +2,055 | 58.71% | Q4 2025 | Feb 18, 2026 |
| CHILTON INVESTMENT CO INC. | History | Added to | 5,496 | 775 | 0.02% | 0.01% | 624 | +1,952 | 55.08% | Q4 2025 | Feb 17, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | No change | 5,496 | 775 | 0.01% | 0.01% | 623 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Chesley Taft & Associates LLC | History | Added to | 5,455 | 769 | 0.03% | 0.02% | 625 | +1,575 | 40.59% | Q4 2025 | Jan 14, 2026 |
| Lantern Wealth Advisors, LLC | History | Added to | 5,419 | 764 | 0.41% | 0.3% | 626 | +1,321 | 32.24% | Q4 2025 | Feb 17, 2026 |
| Vantus Wealth LLC | History | New | 5,385 | 759 | 0.56% | — | 627 | +5,385 | New | Q4 2025 | Feb 10, 2026 |
| Financial Planning Navigators CORP | History | New | 5,354 | 755 | 0.35% | — | 628 | +5,354 | New | Q4 2025 | Jan 16, 2026 |
| Kovack Advisors, Inc. | History | Added to | 5,303 | 748 | 0.03% | 0.04% | 629 | +1,873 | 54.61% | Q4 2025 | Feb 17, 2026 |
| Advisory Services Network, LLC | History | Added to | 5,302 | 747 | 0.01% | 0.01% | 630 | +1,186 | 28.81% | Q4 2025 | Feb 17, 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | History | Added to | 5,239 | 739 | 0.12% | 0.13% | 631 | +36 | 0.69% | Q4 2025 | Feb 11, 2026 |
| Litman Gregory Wealth Management LLC | History | Added to | 5,170 | 729 | 0.05% | 0.05% | 632 | +170 | 3.4% | Q4 2025 | Feb 12, 2026 |
| Five Oceans Advisors | History | Added to | 5,161 | 727 | 0.26% | 0.26% | 633 | +41 | 0.8% | Q4 2025 | Jan 16, 2026 |
| AMG National Trust Bank | History | Added to | 5,152 | 726 | 0.02% | 0.01% | 634 | +1,561 | 43.47% | Q4 2025 | Jan 30, 2026 |
| ASPIRIANT, LLC | History | Reduced | 5,129 | 723 | 0.02% | 0.02% | 635 | -260 | -4.82% | Q4 2025 | Jan 20, 2026 |
| American Money Management, LLC | History | Added to | 5,110 | 720 | 0.11% | 0.12% | 636 | +1 | 0.02% | Q4 2025 | Feb 10, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 5,083 | 717 | 0.01% | 0.01% | 637 | +2,201 | 76.37% | Q4 2025 | Feb 19, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 5,039 | 710 | 0.02% | 0.02% | 638 | -241 | -4.56% | Q4 2025 | Feb 05, 2026 |
| Summit Financial, LLC | History | Added to | 5,024 | 708 | 0.01% | 0.01% | 639 | +238 | 4.97% | Q4 2025 | Feb 13, 2026 |
| SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ | History | New | 5,011 | 706 | 0.45% | — | 640 | +5,011 | New | Q4 2025 | Feb 13, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 4,990 | 703 | 0.07% | 0.08% | 641 | +69 | 1.4% | Q4 2025 | Feb 13, 2026 |
| Christensen, King & Associates Investment Services, Inc. | History | Added to | 4,957 | 699 | 0.3% | 0.29% | 642 | +7 | 0.14% | Q4 2025 | Jan 22, 2026 |
| JMG Financial Group, Ltd. | History | Reduced | 4,921 | 694 | 0.02% | 0.02% | 643 | -199 | -3.89% | Q4 2025 | Feb 10, 2026 |
| Boston Trust Walden Corp | History | No change | 4,925 | 694 | 0.01% | 0.0% | 644 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Wallace Advisory Group, LLC | History | New | 4,917 | 693 | 0.73% | — | 645 | +4,917 | New | Q4 2025 | Jan 23, 2026 |
| Tactive Advisors, LLC | History | Reduced | 4,916 | 693 | 0.2% | 0.19% | 646 | -10 | -0.2% | Q4 2025 | Jan 09, 2026 |
| Savvy Advisors, Inc. | History | Added to | 4,885 | 689 | 0.02% | 0.02% | 647 | +1,304 | 36.41% | Q4 2025 | Jan 20, 2026 |
| ATLas Financial Planning LLC | History | New | 4,844 | 683 | 0.67% | — | 648 | +4,844 | New | Q4 2025 | Feb 17, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 4,837 | 682 | 0.05% | 0.06% | 649 | +258 | 5.63% | Q4 2025 | Feb 12, 2026 |
| Cooper Financial Group | History | No change | 4,833 | 681 | 0.07% | 0.07% | 650 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Blackston Financial Advisory Group, LLC | History | Reduced | 4,827 | 680 | 0.41% | 0.41% | 651 | -163 | -3.27% | Q4 2025 | Feb 06, 2026 |
| August Group Capital Ltd | History | New | 4,786 | 675 | 0.75% | — | 652 | +4,786 | New | Q4 2025 | Feb 12, 2026 |
| VISTA INVESTMENT MANAGEMENT | History | Reduced | 4,766 | 672 | 0.22% | 0.23% | 653 | -76 | -1.57% | Q4 2025 | Feb 17, 2026 |
| Indivisible Partners | History | New | 4,759 | 671 | 0.07% | — | 654 | +4,759 | New | Q4 2025 | Feb 03, 2026 |
| TCI Wealth Advisors, Inc. | History | Added to | 4,751 | 670 | 0.04% | 0.03% | 655 | +1,255 | 35.9% | Q4 2025 | Feb 02, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 4,748 | 669 | 0.0% | 0.0% | 656 | -586 | -10.99% | Q4 2025 | Feb 09, 2026 |
| CLG LLC | History | Added to | 4,741 | 668 | 0.17% | 0.06% | 657 | +3,142 | 196.5% | Q4 2025 | Jan 15, 2026 |
| Indiana Trust & Investment Management Co | History | No change | 4,721 | 665 | 0.2% | 0.2% | 658 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| AGF MANAGEMENT LTD | History | Reduced | 4,713 | 664 | 0.0% | 0.0% | 659 | -35 | -0.74% | Q4 2025 | Feb 17, 2026 |
| Riverwater Partners LLC | History | Added to | 4,705 | 663 | 0.26% | 0.17% | 660 | +1,648 | 53.91% | Q4 2025 | Feb 12, 2026 |
| Verum Partners LLC | History | Added to | 4,699 | 662 | 0.13% | 0.12% | 661 | +496 | 11.8% | Q4 2025 | Jan 14, 2026 |
| PROFFITT & GOODSON INC | History | Added to | 4,688 | 661 | 0.09% | 0.08% | 663 | +751 | 19.08% | Q4 2025 | Jan 27, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Added to | 4,691 | 661 | 0.0% | 0.0% | 662 | +3 | 0.06% | Q4 2025 | Feb 17, 2026 |
| Symphony Financial, Ltd. Co. | History | New | 4,676 | 659 | 0.09% | — | 664 | +4,676 | New | Q4 2025 | Feb 11, 2026 |
| Mayfair Advisory Group, LLC | History | Reduced | 4,593 | 652 | 0.25% | 0.32% | 665 | -784 | -14.58% | Q4 2025 | Jan 21, 2026 |
| Avidian Wealth Enterprises, LLC | History | No change | 4,611 | 650 | 0.02% | 0.02% | 666 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| TSG Advice Partners, LLC | History | New | 4,603 | 649 | 0.1% | — | 667 | +4,603 | New | Q4 2025 | Feb 17, 2026 |
| XTX Topco Ltd | History | New | 4,597 | 648 | 0.02% | — | 668 | +4,597 | New | Q4 2025 | Feb 17, 2026 |
| Tenzing Financial LLC | History | New | 4,574 | 645 | 0.52% | — | 669 | +4,574 | New | Q4 2025 | Feb 13, 2026 |
| TCTC Holdings, LLC | History | No change | 4,547 | 641 | 0.02% | 0.02% | 670 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Triad Wealth Partners, LLC | History | Reduced | 4,536 | 639 | 0.06% | 0.08% | 671 | -11 | -0.24% | Q4 2025 | Jan 22, 2026 |
| CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC | History | Reduced | 4,515 | 636 | 0.19% | 0.2% | 672 | -100 | -2.17% | Q4 2025 | Jan 21, 2026 |
| Nikulski Financial, Inc. | History | Reduced | 4,458 | 628 | 0.15% | 0.28% | 674 | -3,776 | -45.86% | Q4 2025 | Jan 15, 2026 |
| Monument Capital Management | History | Added to | 4,456 | 628 | 0.16% | 0.15% | 673 | +79 | 1.8% | Q4 2025 | Jan 26, 2026 |
| ADVISORTRUST PARTNERS, LLC | History | New | 4,419 | 623 | 0.27% | — | 676 | +4,419 | New | Q4 2025 | Mar 10, 2026 |
| Richard Bernstein Advisors LLC | History | Added to | 4,417 | 623 | 0.02% | 0.02% | 675 | +333 | 8.15% | Q4 2025 | Feb 03, 2026 |
| Approach Retirement Advisors, LLC | History | New | 4,401 | 620 | 0.53% | — | 677 | +4,401 | New | Q4 2025 | Jan 29, 2026 |
| GREENLEAF TRUST | History | No change | 4,368 | 616 | 0.01% | 0.01% | 678 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | Reduced | 4,354 | 614 | 0.1% | 0.15% | 679 | -2,282 | -34.39% | Q4 2025 | Jan 14, 2026 |
| Port Capital LLC | History | No change | 4,316 | 608 | 0.03% | 0.02% | 680 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Unify Financial Advisors | History | New | 4,289 | 605 | 0.63% | — | 682 | +4,289 | New | Q4 2025 | Apr 08, 2026 |
| Hudock, Inc. | History | Added to | 4,292 | 605 | 0.09% | 0.09% | 681 | +4 | 0.09% | Q4 2025 | Feb 12, 2026 |
| Greenwich Wealth Management LLC | History | Reduced | 4,285 | 604 | 0.03% | 0.03% | 683 | -125 | -2.83% | Q4 2025 | Feb 10, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | Added to | 4,281 | 603 | 0.07% | 0.07% | 684 | +16 | 0.38% | Q4 2025 | Feb 13, 2026 |
| Clear Harbor Asset Management, LLC | History | Reduced | 4,265 | 601 | 0.04% | 0.04% | 685 | -81 | -1.86% | Q4 2025 | Feb 10, 2026 |
| McGinn Penninger Investment Management, Inc. | History | Reduced | 4,258 | 601 | 0.35% | 0.35% | 686 | -37 | -0.86% | Q4 2025 | Feb 09, 2026 |
| GQG Partners LLC | History | New | 4,245 | 598 | 0.0% | — | 687 | +4,245 | New | Q4 2025 | Feb 13, 2026 |
| Prime Buchholz LLC | History | Added to | 4,241 | 598 | 0.36% | 0.32% | 688 | +5 | 0.12% | Q4 2025 | Feb 11, 2026 |
| Collaborative Wealth Managment Inc. | History | Added to | 4,230 | 596 | 0.21% | 0.23% | 690 | +72 | 1.73% | Q4 2025 | Feb 09, 2026 |
| World Investment Advisors | History | Reduced | 4,231 | 596 | 0.01% | 0.01% | 689 | -46 | -1.08% | Q4 2025 | Mar 12, 2026 |
| BCR Wealth Strategies, LLC | History | Reduced | 4,209 | 593 | 0.2% | 0.21% | 691 | -40 | -0.94% | Q4 2025 | Jan 23, 2026 |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | History | New | 4,202 | 592 | 0.09% | — | 693 | +4,202 | New | Q4 2025 | Feb 06, 2026 |
| GARRISON POINT ADVISORS, LLC | History | Reduced | 4,200 | 592 | 0.26% | 0.3% | 692 | -1,025 | -19.62% | Q4 2025 | Feb 13, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 4,181 | 589 | 0.04% | 0.05% | 695 | -1,484 | -26.2% | Q4 2025 | Jan 30, 2026 |
| Curbstone Financial Management Corp | History | No change | 4,180 | 589 | 0.11% | 0.11% | 694 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| MACROVIEW INVESTMENT MANAGEMENT LLC | History | Added to | 4,165 | 587 | 0.4% | 0.42% | 696 | +32 | 0.77% | Q4 2025 | Feb 05, 2026 |
| LGL PARTNERS, LLC | History | Added to | 4,159 | 586 | 0.25% | 0.24% | 697 | +33 | 0.8% | Q4 2025 | Feb 09, 2026 |
| Fragasso Financial Advisors Inc | History | Added to | 4,128 | 582 | 0.04% | 0.03% | 698 | +159 | 4.01% | Q4 2025 | Jan 07, 2026 |
| Olistico Wealth, LLC | History | No change | 4,132 | 582 | 0.28% | 0.3% | 699 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| PENNINGTON PARTNERS & CO., LLC | History | Reduced | 4,117 | 580 | 0.23% | 0.29% | 700 | -322 | -7.25% | Q4 2025 | Feb 17, 2026 |
| Citrine Capital LLC | History | New | 4,097 | 577 | 0.27% | — | 701 | +4,097 | New | Q4 2025 | Jan 20, 2026 |
| Unconventional Investor, LLC | History | Added to | 4,080 | 575 | 0.27% | 0.28% | 702 | +16 | 0.39% | Q4 2025 | Feb 05, 2026 |
| Princeton Global Asset Management LLC | History | Added to | 4,015 | 566 | 0.09% | 0.02% | 705 | +3,168 | 374.03% | Q4 2025 | Jan 20, 2026 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | History | Added to | 4,018 | 566 | 0.0% | 0.0% | 703 | +1,396 | 53.24% | Q4 2025 | Feb 03, 2026 |
| Lincoln Capital LLC | History | Added to | 4,017 | 566 | 0.1% | 0.08% | 704 | +782 | 24.17% | Q4 2025 | Jan 08, 2026 |
| Lighthouse Financial LLC | History | No change | 4,000 | 564 | 0.37% | 0.36% | 706 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| WETZEL INVESTMENT ADVISORS, INC. | History | Reduced | 3,965 | 559 | 0.23% | 0.24% | 709 | -161 | -3.9% | Q4 2025 | Jan 22, 2026 |
| Berger Financial Group, Inc | History | Reduced | 3,969 | 559 | 0.03% | 0.03% | 708 | -109 | -2.67% | Q4 2025 | Jan 27, 2026 |
| Flower City Capital | History | Added to | 3,968 | 559 | 0.29% | 0.29% | 707 | +15 | 0.38% | Q4 2025 | Jan 22, 2026 |
| Visionary Wealth Advisors | History | Added to | 3,952 | 557 | 0.03% | 0.02% | 711 | +739 | 23.0% | Q4 2025 | Feb 13, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Reduced | 3,950 | 557 | 0.06% | 0.07% | 710 | -363 | -8.42% | Q4 2025 | Feb 18, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | New | 3,929 | 554 | 0.0% | — | 712 | +3,929 | New | Q4 2025 | Feb 17, 2026 |
| MBE Wealth Management, LLC | History | No change | 3,928 | 554 | 0.23% | 0.23% | 713 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Copia Wealth Management | History | Added to | 3,895 | 549 | 0.39% | 0.13% | 714 | +2,577 | 195.52% | Q4 2025 | Feb 06, 2026 |
| Elmwood Wealth Management, Inc. | History | New | 3,891 | 548 | 0.17% | — | 716 | +3,891 | New | Q4 2025 | Jan 08, 2026 |
| Baird Financial Group, Inc. | History | Added to | 3,885 | 548 | 0.0% | 0.0% | 715 | +1,326 | 51.82% | Q4 2025 | Feb 13, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 3,874 | 546 | 0.02% | 0.01% | 717 | +454 | 13.27% | Q4 2025 | Jan 09, 2026 |
| Prosperity Wealth Management, Inc. | History | New | 3,854 | 543 | 0.18% | — | 718 | +3,854 | New | Q4 2025 | Mar 27, 2026 |
| DSG Capital Advisors, LLC | History | New | 3,750 | 543 | 0.08% | — | 719 | +3,750 | New | Q4 2025 | Jan 27, 2026 |
| MorganRosel Wealth Management, LLC | History | Added to | 3,845 | 542 | 0.14% | 0.14% | 720 | +26 | 0.68% | Q4 2025 | Feb 13, 2026 |
| Main Street Financial Solutions, LLC | History | Reduced | 3,833 | 540 | 0.04% | 0.07% | 721 | -3,838 | -50.03% | Q4 2025 | Feb 17, 2026 |
| YARGER WEALTH STRATEGIES, LLC | History | New | 3,831 | 540 | 0.23% | — | 722 | +3,831 | New | Q4 2025 | Jan 22, 2026 |
| VSM Wealth Advisory, LLC | History | Reduced | 3,817 | 538 | 0.16% | 0.17% | 723 | -204 | -5.07% | Q4 2025 | Feb 06, 2026 |
| L. Roy Papp & Associates, LLP | History | Added to | 3,767 | 531 | 0.06% | 0.06% | 724 | +2 | 0.05% | Q4 2025 | Jan 28, 2026 |
| Lesa Sroufe & Co | History | Added to | 3,751 | 529 | 0.39% | 0.41% | 725 | +29 | 0.78% | Q4 2025 | Jan 22, 2026 |
| HARDING LOEVNER LP | History | New | 3,728 | 525 | 0.0% | — | 726 | +3,728 | New | Q4 2025 | Feb 17, 2026 |
| Cheviot Value Management, LLC | History | No change | 3,571 | 524 | 0.05% | 0.05% | 727 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Algorithmic Investment Models, LLC | History | Reduced | 3,706 | 522 | 0.64% | 0.36% | 728 | -202 | -5.17% | Q4 2025 | Feb 10, 2026 |
| StoneX Group Inc. | History | Reduced | 3,696 | 521 | 0.02% | 0.03% | 729 | -1,029 | -21.78% | Q4 2025 | Feb 12, 2026 |
| PRIVATE TRUST CO NA | History | No change | 3,694 | 521 | 0.05% | 0.04% | 730 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Fort Vancouver Investment Management, LLC | History | Added to | 3,688 | 520 | 0.28% | 0.21% | 732 | +940 | 34.21% | Q4 2025 | Feb 06, 2026 |
| DAVENPORT & Co LLC | History | Added to | 3,692 | 520 | 0.0% | 0.0% | 731 | +52 | 1.43% | Q4 2025 | Jan 12, 2026 |
| BOS Asset Management, LLC | History | No change | 3,685 | 519 | 0.14% | 0.14% | 733 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Cassaday & Co Wealth Management LLC | History | Added to | 3,651 | 515 | 0.01% | 0.01% | 735 | +1,233 | 50.99% | Q4 2025 | Feb 03, 2026 |
| Sterling Investment Advisors, Ltd. | History | Added to | 3,656 | 515 | 0.09% | 0.1% | 734 | +7 | 0.19% | Q4 2025 | Feb 09, 2026 |
| IFP Advisors, Inc | History | Reduced | 3,617 | 510 | 0.01% | 0.01% | 736 | -396 | -9.87% | Q4 2025 | Feb 06, 2026 |
| Pinnacle Bancorp, Inc. | History | Added to | 3,621 | 510 | 0.15% | 0.15% | 737 | +18 | 0.5% | Q4 2025 | Jan 22, 2026 |
| OPTIMA CAPITAL LLC | History | Reduced | 3,608 | 509 | 0.22% | 0.25% | 738 | -126 | -3.37% | Q4 2025 | Jan 23, 2026 |
| Columbus Macro, LLC | History | Added to | 3,562 | 502 | 0.05% | 0.06% | 739 | +25 | 0.71% | Q4 2025 | Jan 15, 2026 |
| Avantax Planning Partners, Inc. | History | New | 3,546 | 500 | 0.01% | — | 740 | +3,546 | New | Q4 2025 | Feb 05, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 3,547 | 500 | 0.03% | 0.03% | 743 | +15 | 0.42% | Q4 2025 | Jan 26, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 3,551 | 500 | 0.01% | 0.01% | 741 | +3 | 0.08% | Q4 2025 | Feb 06, 2026 |
| FIRST FOUNDATION ADVISORS | History | No change | 3,551 | 500 | 0.02% | 0.02% | 742 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Resolute Advisors LLC | History | Added to | 3,543 | 499 | 0.16% | 0.12% | 744 | +28 | 0.8% | Q4 2025 | Feb 11, 2026 |
| Addis & Hill, Inc | History | No change | 3,544 | 499 | 0.3% | 0.3% | 745 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| ETF Portfolio Partners, Inc. | History | Added to | 3,531 | 498 | 0.13% | 0.13% | 746 | +31 | 0.89% | Q4 2025 | Jan 20, 2026 |
| Aerodigm Wealth, LLC | History | No change | 3,534 | 498 | 0.19% | 0.21% | 747 | 0 | 0.0% | Q4 2025 | Apr 21, 2026 |
| ROBINSON CAPITAL MANAGEMENT, LLC | History | No change | 3,500 | 493 | 0.2% | 0.26% | 748 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Pure Financial Advisors, LLC | History | Reduced | 3,494 | 492 | 0.09% | 0.01% | 749 | -30 | -0.85% | Q4 2025 | Mar 04, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 3,483 | 491 | 0.01% | 0.01% | 751 | +438 | 14.38% | Q4 2025 | Feb 10, 2026 |
| TCV Trust & Wealth Management, Inc. | History | Reduced | 3,482 | 491 | 0.04% | 0.04% | 750 | -18 | -0.51% | Q4 2025 | Jan 23, 2026 |
| KANAWHA CAPITAL MANAGEMENT LLC | History | No change | 3,470 | 489 | 0.03% | 0.03% | 752 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Rakuten Securities, Inc. | History | Added to | 3,445 | 485 | 0.16% | 0.11% | 754 | +1,269 | 58.32% | Q4 2025 | Jan 29, 2026 |
| Rinkey Investments | History | No change | 3,439 | 485 | 0.12% | 0.13% | 753 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| SG Americas Securities, LLC | History | No change | 3,429 | 484 | 0.0% | 0.0% | 755 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Forum Financial Management, LP | History | Reduced | 3,427 | 483 | 0.01% | 0.01% | 756 | -68 | -1.95% | Q4 2025 | Jan 27, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | Added to | 3,419 | 482 | 0.1% | 0.12% | 758 | +121 | 3.67% | Q4 2025 | Feb 13, 2026 |
| Formidable Asset Management, LLC | History | No change | 3,500 | 482 | 0.07% | 0.07% | 757 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Geometric Wealth Advisors | History | Added to | 3,372 | 475 | 0.06% | 0.06% | 760 | +1 | 0.03% | Q4 2025 | Feb 06, 2026 |
| Providence Capital Advisors, LLC | History | No change | 3,374 | 475 | 0.08% | 0.08% | 759 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Fi3 FINANCIAL ADVISORS, LLC | History | Added to | 3,365 | 474 | 0.14% | 0.1% | 762 | +1,255 | 59.48% | Q4 2025 | Feb 06, 2026 |
| HARBOUR INVESTMENT MANAGEMENT LLC | History | No change | 3,361 | 474 | 0.25% | 0.2% | 761 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Perennial Advisors, LLC | History | No change | 3,355 | 473 | 0.08% | 0.08% | 763 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Silver Coast Investments LLC | History | Reduced | 3,350 | 472 | 0.16% | 0.76% | 764 | -12,787 | -79.24% | Q4 2025 | Jan 27, 2026 |
| CFO4Life Group, LLC | History | Added to | 3,343 | 471 | 0.07% | 0.07% | 765 | +17 | 0.51% | Q4 2025 | Feb 06, 2026 |
| AUA CAPITAL MANAGEMENT, LLC | History | No change | 3,343 | 471 | 0.24% | 0.26% | 766 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| WealthSpring Partners, LLC | History | New | 3,327 | 469 | 0.48% | — | 767 | +3,327 | New | Q4 2025 | Feb 12, 2026 |
| OAK FAMILY ADVISORS, LLC | History | Added to | 3,314 | 467 | 0.13% | 0.1% | 768 | +485 | 17.14% | Q4 2025 | Feb 03, 2026 |
| Brookstone Capital Management | History | Added to | 3,300 | 465 | 0.01% | 0.0% | 769 | +492 | 17.52% | Q4 2025 | Jan 15, 2026 |
| Walkner Condon Financial Advisors LLC | History | Added to | 3,276 | 462 | 0.06% | 0.07% | 770 | +50 | 1.55% | Q4 2025 | Jan 21, 2026 |
| Arax Advisory Partners | History | New | 3,274 | 461 | 0.01% | — | 771 | +3,274 | New | Q4 2025 | Feb 13, 2026 |
| Prosperity Consulting Group, LLC | History | Reduced | 3,260 | 459 | 0.02% | 0.04% | 772 | -3,095 | -48.7% | Q4 2025 | Feb 17, 2026 |
| Retirement Planning Group, LLC | History | Reduced | 3,249 | 458 | 0.02% | 0.02% | 773 | -45 | -1.37% | Q4 2025 | Feb 03, 2026 |
| J. Derek Lewis & Associates Inc. | History | New | 3,232 | 455 | 0.11% | — | 774 | +3,232 | New | Q4 2025 | Mar 23, 2026 |
| Traynor Capital Management, Inc. | History | New | 3,207 | 452 | 0.02% | — | 775 | +3,207 | New | Q4 2025 | Jan 12, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 3,202 | 451 | 0.02% | 0.09% | 777 | -7,152 | -69.07% | Q4 2025 | Feb 04, 2026 |
| DV Trading LLC | History | New | 3,200 | 451 | 0.01% | — | 776 | +3,200 | New | Q4 2025 | Feb 17, 2026 |
| Tillman Hartley LLC | History | Reduced | 3,183 | 449 | 0.11% | 0.11% | 778 | -4 | -0.13% | Q4 2025 | Feb 13, 2026 |
| Nova Wealth Management, Inc. | History | Reduced | 3,160 | 445 | 0.31% | 0.32% | 779 | -123 | -3.75% | Q4 2025 | Jan 14, 2026 |
| Spinnaker Investment Group, LLC | History | Added to | 3,147 | 443 | 0.08% | 0.04% | 780 | +1,485 | 89.35% | Q4 2025 | Jan 12, 2026 |
| Hanson & Doremus Investment Management | History | Added to | 3,112 | 439 | 0.05% | 0.05% | 781 | +47 | 1.53% | Q4 2025 | Jan 20, 2026 |
| Fifth Third Wealth Advisors LLC | History | Reduced | 3,087 | 435 | 0.02% | 0.02% | 782 | -7 | -0.23% | Q4 2025 | Jan 15, 2026 |
| Waterloo Capital, L.P. | History | Added to | 3,084 | 434 | 0.03% | 0.03% | 783 | +19 | 0.62% | Q4 2025 | Feb 10, 2026 |
| Burton Enright Welch | History | Reduced | 3,057 | 431 | 0.06% | 0.07% | 785 | -77 | -2.46% | Q4 2025 | Feb 13, 2026 |
| KWMG, LLC | History | Added to | 3,056 | 431 | 0.04% | 0.04% | 784 | +44 | 1.46% | Q4 2025 | Jan 16, 2026 |
| Applied Capital LLC | History | Added to | 3,045 | 429 | 0.17% | 0.16% | 786 | +189 | 6.62% | Q4 2025 | Jan 16, 2026 |
| Pointe Capital Management LLC | History | Added to | 3,039 | 428 | 0.21% | 0.2% | 787 | +110 | 3.76% | Q4 2025 | Feb 17, 2026 |
| Realta Investment Advisors | History | Added to | 3,014 | 425 | 0.14% | 0.13% | 789 | +270 | 9.84% | Q4 2025 | Jan 20, 2026 |
| WealthShield Partners, LLC | History | No change | 3,014 | 425 | 0.05% | 0.05% | 788 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| RS CRUM INC. | History | No change | 3,005 | 423 | 0.08% | 0.09% | 790 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Resonant Capital Advisors, LLC | History | No change | 3,000 | 423 | 0.02% | 0.02% | 791 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Moors & Cabot, Inc. | History | Added to | 2,993 | 422 | 0.02% | 0.01% | 792 | +618 | 26.02% | Q4 2025 | Feb 10, 2026 |
| Lutz Financial Services LLC | History | Reduced | 2,988 | 421 | 0.03% | 0.03% | 793 | -94 | -3.05% | Q4 2025 | Feb 06, 2026 |
| Sigma Planning Corp | History | Added to | 2,981 | 420 | 0.01% | 0.01% | 794 | +196 | 7.04% | Q4 2025 | Jan 30, 2026 |
| Soltis Investment Advisors LLC | History | Reduced | 2,970 | 418 | 0.03% | 0.03% | 795 | -63 | -2.08% | Q4 2025 | Apr 02, 2026 |
| RAM Investment Partners, LLC | History | Added to | 2,968 | 418 | 0.08% | 0.08% | 796 | +7 | 0.24% | Q4 2025 | Feb 12, 2026 |
| SmartHarvest Portfolios, LLC | History | New | 2,947 | 415 | 0.14% | — | 798 | +2,947 | New | Q4 2025 | Feb 12, 2026 |
| IMA Advisory Services, Inc. | History | Reduced | 2,943 | 415 | 0.04% | 0.04% | 797 | -571 | -16.25% | Q4 2025 | Feb 11, 2026 |
| Gambit Capital Management, LLC | History | New | 2,920 | 411 | 0.29% | — | 801 | +2,920 | New | Q4 2025 | Feb 06, 2026 |
| Cypress Wealth Services, LLC | History | New | 2,917 | 411 | 0.06% | — | 800 | +2,917 | New | Q4 2025 | Jan 14, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | No change | 2,916 | 411 | 0.01% | 0.01% | 799 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| NORDEN GROUP LLC | History | Reduced | 2,908 | 410 | 0.04% | 0.08% | 802 | -2,599 | -47.19% | Q4 2025 | Jan 13, 2026 |
| Fielder Capital Group LLC | History | Reduced | 2,905 | 409 | 0.09% | 0.09% | 803 | -66 | -2.22% | Q4 2025 | Feb 10, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 2,874 | 405 | 0.03% | 0.02% | 804 | +371 | 14.82% | Q4 2025 | Feb 06, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 2,872 | 405 | 0.0% | 0.0% | 805 | +73 | 2.61% | Q4 2025 | Jan 05, 2026 |
| Capital Asset Advisory Services LLC | History | Reduced | 2,810 | 405 | 0.02% | 0.02% | 806 | -72 | -2.5% | Q4 2025 | Jan 09, 2026 |
| Laurel Wealth Advisors LLC | History | No change | 2,850 | 402 | 0.05% | 0.05% | 807 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Heartwood Wealth Advisors LLC | History | Added to | 2,837 | 400 | 0.04% | 0.03% | 808 | +173 | 6.49% | Q4 2025 | Jan 12, 2026 |
| MELFA WEALTH MANAGEMENT, INC. | History | No change | 2,834 | 399 | 0.23% | 0.23% | 809 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Callan Family Office, LLC | History | New | 2,819 | 397 | 0.01% | — | 811 | +2,819 | New | Q4 2025 | Feb 12, 2026 |
| Ballast Financial Advisors LLC | History | New | 2,819 | 397 | 0.41% | — | 812 | +2,819 | New | Q4 2025 | Feb 17, 2026 |
| HUB Investment Partners, LLC | History | Reduced | 2,817 | 397 | 0.01% | 0.02% | 810 | -1,296 | -31.51% | Q4 2025 | Feb 17, 2026 |
| Claret Asset Management Corp | History | Reduced | 2,810 | 396 | 0.05% | 0.05% | 813 | -45 | -1.58% | Q4 2025 | Feb 11, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 2,804 | 395 | 0.01% | 0.04% | 814 | -7,188 | -71.94% | Q4 2025 | Feb 09, 2026 |
| Templeton & Phillips Capital Management, LLC | History | No change | 2,778 | 391 | 0.26% | 0.27% | 815 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Kraft, Davis & Associates, LLC | History | Added to | 2,699 | 390 | 0.09% | 0.09% | 816 | +50 | 1.89% | Q4 2025 | Jan 14, 2026 |
| Kastel Capital Advisors, LLC | History | New | 2,750 | 387 | 0.24% | — | 817 | +2,750 | New | Q4 2025 | Feb 18, 2026 |
| COURIER CAPITAL LLC | History | Added to | 2,740 | 386 | 0.02% | 0.02% | 818 | +24 | 0.88% | Q4 2025 | Jan 29, 2026 |
| Evelyn Partners Investment Management LLP | History | Added to | 2,710 | 382 | 0.01% | 0.01% | 819 | +960 | 54.86% | Q4 2025 | Feb 13, 2026 |
| Fiduciary Group, LLC | History | Reduced | 2,695 | 380 | 0.03% | 0.03% | 820 | -7 | -0.26% | Q4 2025 | Feb 12, 2026 |
| RHS Financial, LLC | History | New | 2,685 | 378 | 0.18% | — | 821 | +2,685 | New | Q4 2025 | Jan 16, 2026 |
| Prosperity Planning, Inc. | History | Reduced | 2,684 | 378 | 0.1% | 0.1% | 822 | -2 | -0.07% | Q4 2025 | Jan 14, 2026 |
| Advance Capital Management, Inc. | History | Reduced | 2,679 | 377 | 0.02% | 0.02% | 823 | -691 | -20.5% | Q4 2025 | Jan 06, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Reduced | 2,668 | 376 | 0.01% | 0.01% | 824 | -678 | -20.26% | Q4 2025 | Jan 28, 2026 |
| HBK Sorce Advisory LLC | History | Reduced | 2,572 | 376 | 0.01% | 0.01% | 825 | -66 | -2.5% | Q4 2025 | Feb 09, 2026 |
| BridgePort Financial Solutions, LLC | History | Added to | 2,660 | 375 | 0.1% | 0.1% | 826 | +21 | 0.8% | Q4 2025 | Jan 16, 2026 |
| MontVue Capital Management, Inc. | History | No change | 2,654 | 374 | 0.25% | 0.24% | 827 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Western Wealth Management, LLC | History | Reduced | 2,645 | 373 | 0.02% | 0.02% | 828 | -68 | -2.51% | Q4 2025 | Feb 05, 2026 |
| Prospera Financial Services Inc | History | Reduced | 2,634 | 371 | 0.01% | 0.01% | 831 | -953 | -26.57% | Q4 2025 | Feb 09, 2026 |
| CENTRAL TRUST Co | History | Added to | 2,637 | 371 | 0.01% | 0.01% | 829 | +44 | 1.7% | Q4 2025 | Feb 02, 2026 |
| M Wealth Management, LLC | History | Added to | 2,631 | 371 | 0.32% | 0.32% | 832 | +1 | 0.04% | Q4 2025 | Jan 29, 2026 |
| Smith Salley Wealth Management | History | No change | 2,637 | 371 | 0.02% | 0.02% | 830 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| West Financial Advisors, LLC | History | New | 2,620 | 369 | 0.06% | — | 833 | +2,620 | New | Q4 2025 | Jan 13, 2026 |
| FIDUCIARY ADVISORS, INC. | History | Added to | 2,614 | 368 | 0.28% | 0.09% | 836 | +1,794 | 218.78% | Q4 2025 | Jan 27, 2026 |
| Main Management LLC | History | Reduced | 2,612 | 368 | 0.03% | 0.03% | 834 | -78 | -2.9% | Q4 2025 | Feb 10, 2026 |
| REBALANCE, LLC | History | Added to | 2,614 | 368 | 0.02% | 0.02% | 835 | +51 | 1.99% | Q4 2025 | Jan 15, 2026 |
| Boston Standard Wealth Management, LLC | History | Reduced | 2,604 | 367 | 0.06% | 0.06% | 837 | -1 | -0.04% | Q4 2025 | Jan 07, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 2,590 | 365 | 0.01% | 0.01% | 839 | +151 | 6.19% | Q4 2025 | Feb 13, 2026 |
| Leith Wheeler Investment Counsel Ltd. | History | Reduced | 2,590 | 365 | 0.03% | 0.02% | 838 | -36 | -1.37% | Q4 2025 | Feb 12, 2026 |
| Elwood & Goetz Wealth Advisory Group, LLC | History | No change | 2,594 | 365 | 0.06% | 0.07% | 840 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 2,587 | 364 | 0.02% | — | 841 | +2,587 | New | Q4 2025 | Feb 03, 2026 |
| Composition Wealth, LLC | History | Added to | 2,578 | 363 | 0.01% | 0.01% | 842 | +7 | 0.27% | Q4 2025 | Feb 02, 2026 |
| Facet Wealth, Inc. | History | Added to | 2,472 | 362 | 0.01% | 0.01% | 843 | +542 | 28.08% | Q4 2025 | Jan 29, 2026 |
| ARCADIA INVESTMENT ADVISORS LLC | History | No change | 2,572 | 362 | 0.17% | 0.17% | 844 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| BANK OF HAWAII | History | No change | 2,563 | 361 | 0.02% | 0.02% | 845 | 0 | 0.0% | Q4 2025 | Mar 03, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 2,549 | 360 | 0.02% | 0.02% | 846 | -2 | -0.08% | Q4 2025 | Feb 13, 2026 |
| Caitlin John, LLC | History | Reduced | 2,540 | 358 | 0.23% | 0.25% | 848 | -71 | -2.72% | Q4 2025 | Feb 18, 2026 |
| Centurion Wealth Management LLC | History | No change | 2,540 | 358 | 0.08% | 0.08% | 847 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | History | Added to | 2,535 | 357 | 0.1% | 0.1% | 849 | +2 | 0.08% | Q4 2025 | Feb 12, 2026 |
| MayTech Global Investments, LLC | History | New | 2,513 | 354 | 0.04% | — | 850 | +2,513 | New | Q4 2025 | Feb 13, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 2,512 | 354 | 0.03% | 0.03% | 852 | +7 | 0.28% | Q4 2025 | Jan 13, 2026 |
| Synergy Financial Group, LTD | History | No change | 2,514 | 354 | 0.25% | 0.23% | 851 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| N.E.W. Advisory Services LLC | History | Added to | 2,508 | 353 | 0.03% | 0.03% | 853 | +6 | 0.24% | Q4 2025 | Jan 28, 2026 |
| Pathfinder Wealth Consulting, Inc. | History | New | 2,496 | 352 | 0.22% | — | 854 | +2,496 | New | Q4 2025 | Feb 09, 2026 |
| Matrix Trust Co | History | Reduced | 2,484 | 350 | 0.06% | 0.2% | 855 | -6,596 | -72.64% | Q4 2025 | Jan 13, 2026 |
| Gutierrez Wealth Advisory, LLC | History | Added to | 2,480 | 349 | 0.22% | 0.19% | 858 | +353 | 16.6% | Q4 2025 | Feb 06, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | No change | 2,481 | 349 | 0.0% | 0.0% | 856 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Genesis Wealth Advisors, LLC | History | No change | 2,475 | 349 | 0.24% | 0.24% | 857 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Xena Financial Planning, LLC | History | New | 2,474 | 348 | 0.41% | — | 859 | +2,474 | New | Q4 2025 | Jan 15, 2026 |
| Thrive Wealth Management, LLC | History | Reduced | 2,466 | 347 | 0.05% | 0.05% | 860 | -79 | -3.1% | Q4 2025 | Jan 12, 2026 |
| United Wealth Management, LLC | History | No change | 2,448 | 345 | 0.09% | 0.09% | 861 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| COMMERCE BANK | History | No change | 2,444 | 344 | 0.0% | 0.0% | 862 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| McIlrath & Eck, LLC | History | Added to | 2,436 | 343 | 0.03% | 0.02% | 863 | +938 | 62.62% | Q4 2025 | Feb 03, 2026 |
| HOHIMER WEALTH MANAGEMENT, LLC | History | Added to | 2,427 | 342 | 0.05% | 0.05% | 864 | +9 | 0.37% | Q4 2025 | Feb 12, 2026 |
| FIRST COMMUNITY TRUST NA | History | No change | 2,415 | 340 | 0.25% | 0.26% | 865 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | No change | 2,397 | 338 | 0.12% | 0.12% | 866 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Gibbs Wealth Management | History | Reduced | 2,330 | 336 | 0.08% | 0.12% | 867 | -1,559 | -40.09% | Q4 2025 | Jan 23, 2026 |
| Clark Asset Management, LLC | History | Reduced | 2,379 | 335 | 0.03% | 0.05% | 868 | -714 | -23.08% | Q4 2025 | Jan 27, 2026 |
| SEVEN MILE ADVISORY | History | Added to | 2,372 | 334 | 0.06% | 0.04% | 869 | +571 | 31.7% | Q4 2025 | Feb 13, 2026 |
| Alliance Wealth Management Group | History | Added to | 2,365 | 333 | 0.07% | 0.07% | 870 | +7 | 0.3% | Q4 2025 | Jan 21, 2026 |
| Towercrest Capital Management | History | Added to | 2,365 | 333 | 0.05% | 0.05% | 871 | +7 | 0.3% | Q4 2025 | Jan 21, 2026 |
| Next Capital Management LLC | History | No change | 2,364 | 333 | 0.11% | 0.11% | 872 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Red Door Wealth Management, LLC | History | Added to | 2,360 | 332 | 0.03% | 0.03% | 873 | +1 | 0.04% | Q4 2025 | Jan 20, 2026 |
| Flagship Private Wealth, LLC | History | Reduced | 2,343 | 330 | 0.13% | 0.14% | 874 | -111 | -4.52% | Q4 2025 | Feb 04, 2026 |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | History | New | 2,331 | 328 | 0.31% | — | 875 | +2,331 | New | Q4 2025 | Feb 02, 2026 |
| Columbia River Financial Group, LLC | History | Added to | 2,317 | 326 | 0.2% | 0.2% | 876 | +1 | 0.04% | Q4 2025 | Feb 12, 2026 |
| Cynosure Group, LLC | History | Added to | 2,310 | 325 | 0.03% | 0.03% | 877 | +306 | 15.27% | Q4 2025 | Feb 17, 2026 |
| WALLER FINANCIAL PLANNING GROUP, INC | History | Reduced | 2,295 | 323 | 0.07% | 0.07% | 878 | -1 | -0.04% | Q4 2025 | Jan 13, 2026 |
| Embree Financial Group | History | Reduced | 2,274 | 320 | 0.04% | 0.04% | 880 | -92 | -3.89% | Q4 2025 | Jan 14, 2026 |
| Modus Advisors, LLC | History | No change | 2,272 | 320 | 0.08% | 0.09% | 879 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Riverbend Wealth Management, LLC | History | New | 2,263 | 319 | 0.2% | — | 883 | +2,263 | New | Q4 2025 | Jan 29, 2026 |
| MONTAG A & ASSOCIATES INC | History | Added to | 2,263 | 319 | 0.01% | — | 881 | +2,259 | 56475.0% | Q4 2025 | Feb 02, 2026 |
| Acorn Wealth Advisors, LLC | History | Added to | 2,268 | 319 | 0.1% | 0.1% | 882 | +10 | 0.44% | Q4 2025 | Feb 10, 2026 |
| Petersen Hastings Wealth Advisors Inc. | History | New | 2,259 | 318 | 0.03% | — | 885 | +2,259 | New | Q4 2025 | Feb 11, 2026 |
| Etesian Wealth Advisors, Inc. | History | Reduced | 2,255 | 318 | 0.1% | 0.11% | 884 | -127 | -5.33% | Q4 2025 | Feb 11, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | New | 2,242 | 316 | 0.02% | — | 886 | +2,242 | New | Q4 2025 | Feb 10, 2026 |
| WEALTHEDGE INVESTMENT ADVISORS, LLC | History | Added to | 2,240 | 316 | 0.12% | 0.1% | 887 | +242 | 12.11% | Q4 2025 | Feb 17, 2026 |
| JP Wealth Management, Inc. | History | No change | 2,230 | 314 | 0.22% | 0.21% | 888 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| NWAM LLC | History | Added to | 2,170 | 313 | 0.02% | 0.02% | 889 | +57 | 2.7% | Q4 2025 | Feb 04, 2026 |
| Integrity Wealth Solutions LLC | History | New | 2,202 | 310 | 0.12% | — | 892 | +2,202 | New | Q4 2025 | Feb 02, 2026 |
| Regal Investment Advisors LLC | History | Added to | 2,202 | 310 | 0.02% | 0.02% | 890 | +79 | 3.72% | Q4 2025 | Feb 17, 2026 |
| Matisse Capital | History | Reduced | 2,204 | 310 | 0.14% | 0.14% | 891 | -35 | -1.56% | Q4 2025 | Jan 29, 2026 |
| Morton Capital Management LLC/CA | History | New | 2,198 | 309 | 0.05% | — | 895 | +2,198 | New | Q4 2025 | Feb 03, 2026 |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | History | No change | 2,195 | 309 | 0.01% | 0.01% | 893 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| NORRIS PERNE & FRENCH LLP/MI | History | No change | 2,195 | 309 | 0.02% | 0.02% | 894 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| WHITTIER TRUST CO | History | Added to | 2,142 | 308 | 0.0% | 0.0% | 896 | +2,029 | 1795.58% | Q4 2025 | Jan 26, 2026 |
| MINDSET WEALTH MANAGEMENT, LLC | History | No change | 2,186 | 308 | 0.08% | 0.08% | 897 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 2,170 | 306 | 0.0% | 0.0% | 898 | +81 | 3.88% | Q4 2025 | Jan 21, 2026 |
| Schneider Downs Wealth Management Advisors, LP | History | No change | 2,165 | 305 | 0.03% | 0.04% | 899 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| FOSTER DYKEMA CABOT & PARTNERS, LLC | History | No change | 2,157 | 304 | 0.02% | 0.02% | 900 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| TruNorth Capital Management, LLC | History | No change | 2,143 | 302 | 0.06% | 0.06% | 901 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Samalin Investment Counsel, LLC | History | Reduced | 2,140 | 301 | 0.11% | 0.2% | 902 | -2,069 | -49.16% | Q4 2025 | Jan 30, 2026 |
| Phoenix Financial Ltd. | History | No change | 2,135 | 301 | 0.0% | 0.0% | 903 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Bedel Financial Consulting, Inc. | History | No change | 2,140 | 301 | 0.03% | 0.04% | 904 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| TFB Advisors LLC | History | Added to | 2,123 | 299 | 0.08% | 0.08% | 905 | +37 | 1.77% | Q4 2025 | Feb 13, 2026 |
| Roger Wittlin Investment Advisory, LLC | History | New | 2,114 | 298 | 0.21% | — | 906 | +2,114 | New | Q4 2025 | Jan 20, 2026 |
| Register Financial Advisors LLC | History | Added to | 2,117 | 298 | 0.12% | 0.11% | 907 | +15 | 0.71% | Q4 2025 | Jan 21, 2026 |
| Amplius Wealth Advisors, LLC | History | Reduced | 2,101 | 296 | 0.02% | 0.03% | 908 | -58 | -2.69% | Q4 2025 | Jan 12, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Added to | 2,094 | 295 | 0.05% | 0.05% | 909 | +5 | 0.24% | Q4 2025 | Feb 17, 2026 |
| Heritage Trust Co | History | No change | 2,086 | 294 | 0.03% | 0.03% | 910 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| DecisionPoint Financial, LLC | History | Added to | 2,083 | 293 | 0.06% | 0.07% | 911 | +36 | 1.76% | Q4 2025 | Jan 29, 2026 |
| Ascent Group, LLC | History | Added to | 2,075 | 292 | 0.01% | 0.01% | 912 | +1 | 0.05% | Q4 2025 | Jan 20, 2026 |
| Powerhouse Assets LLC | History | New | 2,070 | 291 | 0.26% | — | 913 | +2,070 | New | Q4 2025 | Jan 15, 2026 |
| Beacon Financial Advisory LLC | History | Added to | 2,066 | 291 | 0.07% | 0.07% | 914 | +24 | 1.18% | Q4 2025 | Feb 17, 2026 |
| Evolution Advisers, Inc. | History | Added to | 2,066 | 291 | 0.13% | 0.13% | 915 | +9 | 0.44% | Q4 2025 | Jan 23, 2026 |
| Petix & Botte Co | History | No change | 2,062 | 290 | 0.07% | 0.07% | 916 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Innova Wealth Partners | History | New | 2,050 | 289 | 0.15% | — | 917 | +2,050 | New | Q4 2025 | Jan 07, 2026 |
| Wick Capital Partners, LLC | History | Added to | 2,046 | 288 | 0.05% | 0.05% | 919 | +547 | 36.49% | Q4 2025 | Mar 02, 2026 |
| Garde Capital, Inc. | History | Added to | 2,048 | 288 | 0.02% | 0.01% | 918 | +42 | 2.09% | Q4 2025 | Feb 10, 2026 |
| Balboa Wealth Partners | History | Added to | 2,038 | 287 | 0.05% | 0.05% | 920 | +41 | 2.05% | Q4 2025 | Jan 16, 2026 |
| Vantage Point Financial LLC | History | Added to | 2,039 | 287 | 0.1% | 0.11% | 921 | +16 | 0.79% | Q4 2025 | Feb 02, 2026 |
| Ballast Rock Private Wealth LLC | History | New | 2,030 | 286 | 0.18% | — | 922 | +2,030 | New | Q4 2025 | Feb 04, 2026 |
| Sage Capital Advisors,llc | History | Added to | 2,023 | 285 | 0.07% | 0.06% | 923 | +40 | 2.02% | Q4 2025 | Jan 06, 2026 |
| Parkwoods Wealth Partners, LLC | History | Added to | 2,008 | 283 | 0.08% | 0.09% | 924 | +187 | 10.27% | Q4 2025 | Jan 15, 2026 |
| CITIZENS & NORTHERN CORP | History | No change | 2,000 | 282 | 0.07% | 0.07% | 925 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Seven Springs Wealth Group, LLC | History | No change | 2,000 | 282 | 0.08% | 0.07% | 926 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Disciplined Investors, L.L.C. | History | Added to | 1,995 | 281 | 0.18% | 0.18% | 927 | +194 | 10.77% | Q4 2025 | Feb 10, 2026 |
| ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC | History | Added to | 1,986 | 280 | 0.08% | 0.07% | 928 | +288 | 16.96% | Q4 2025 | Feb 11, 2026 |
| BUCKHEAD CAPITAL MANAGEMENT LLC | History | Added to | 1,983 | 279 | 0.1% | 0.08% | 929 | +457 | 29.95% | Q4 2025 | Feb 09, 2026 |
| Oliver Luxxe Assets LLC | History | Reduced | 1,965 | 277 | 0.04% | 0.04% | 931 | -36 | -1.8% | Q4 2025 | Jan 08, 2026 |
| Strategies Wealth Advisors, LLC | History | Added to | 1,965 | 277 | 0.03% | 0.03% | 932 | +6 | 0.31% | Q4 2025 | Feb 13, 2026 |
| Jaffetilchin Investment Partners, LLC | History | No change | 1,968 | 277 | 0.02% | 0.02% | 930 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Legacy Advisors, LLC | History | New | 1,960 | 276 | 0.03% | — | 933 | +1,960 | New | Q4 2025 | Jan 27, 2026 |
| Cornerstone Financial Management LLC | History | New | 1,950 | 275 | 0.26% | — | 934 | +1,950 | New | Q4 2025 | Feb 13, 2026 |
| PTM WEALTH MANAGEMENT, LLC | History | Added to | 1,915 | 274 | 0.15% | 0.16% | 935 | +35 | 1.86% | Q4 2025 | Jan 09, 2026 |
| Klaas Financial Asset Advisors, LLC | History | New | 1,941 | 273 | 0.04% | — | 936 | +1,941 | New | Q4 2025 | Jan 27, 2026 |
| Allegheny Financial Group | History | New | 1,935 | 272 | 0.04% | — | 937 | +1,935 | New | Q4 2025 | Feb 02, 2026 |
| Everhart Financial Group, Inc. | History | Reduced | 1,911 | 269 | 0.02% | 0.03% | 938 | -140 | -6.83% | Q4 2025 | Jan 07, 2026 |
| SIGNAL TREE FINANCIAL PARTNERS LLC | History | Added to | 1,911 | 269 | 0.21% | 0.2% | 939 | +95 | 5.23% | Q4 2025 | Feb 17, 2026 |
| Gryphon Financial Partners LLC | History | Added to | 1,890 | 266 | 0.03% | 0.03% | 940 | +3 | 0.16% | Q4 2025 | Jan 08, 2026 |
| BRIDGES INVESTMENT MANAGEMENT INC | History | New | 1,865 | 263 | 0.0% | — | 941 | +1,865 | New | Q4 2025 | Feb 10, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 1,866 | 263 | 0.03% | 0.03% | 942 | +15 | 0.81% | Q4 2025 | Feb 13, 2026 |
| Cabot-Wellington, LLC | History | No change | 1,859 | 262 | 0.08% | 0.08% | 943 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Urban Financial Advisory Corp | History | Added to | 1,853 | 261 | 0.1% | 0.05% | 945 | +1,001 | 117.49% | Q4 2025 | Feb 04, 2026 |
| Karpus Management, Inc. | History | Reduced | 1,855 | 261 | 0.01% | 0.01% | 944 | -90 | -4.63% | Q4 2025 | Feb 17, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | Added to | 1,847 | 260 | 0.14% | 0.14% | 946 | +71 | 4.0% | Q4 2025 | Feb 18, 2026 |
| Tranquility Partners, LLC | History | No change | 1,815 | 256 | 0.09% | 0.08% | 947 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Tandem Financial, LLC | History | Added to | 2,177 | 255 | 0.31% | 0.08% | 949 | +602 | 38.22% | Q4 2025 | Feb 10, 2026 |
| Cypress Capital, LLC | History | No change | 1,810 | 255 | 0.07% | 0.07% | 948 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Mosaic Advisors LLC | History | New | 1,807 | 254 | 0.49% | — | 950 | +1,807 | New | Q4 2025 | Feb 18, 2026 |
| Pacific Sage Partners, LLC | History | Added to | 1,805 | 254 | 0.04% | 0.04% | 951 | +239 | 15.26% | Q4 2025 | Jan 16, 2026 |
| eCIO, Inc. | History | Added to | 1,799 | 253 | 0.12% | 0.09% | 952 | +14 | 0.78% | Q4 2025 | Jan 20, 2026 |
| Clifford Group, LLC | History | No change | 1,793 | 252 | 0.19% | 0.19% | 953 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | New | 1,780 | 251 | 0.01% | — | 955 | +1,780 | New | Q4 2025 | Feb 10, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | New | 1,770 | 251 | 0.01% | — | 954 | +1,770 | New | Q4 2025 | Feb 13, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 1,781 | 251 | 0.01% | 0.01% | 956 | +5 | 0.28% | Q4 2025 | Feb 05, 2026 |
| BTG Pactual Asset Management US LLC | History | Added to | 1,947 | 250 | 0.02% | 0.01% | 957 | +230 | 13.4% | Q4 2025 | Feb 17, 2026 |
| Hapanowicz & Associates Financial Services, Inc | History | Added to | 1,779 | 250 | 0.1% | 0.11% | 958 | +30 | 1.72% | Q4 2025 | Feb 11, 2026 |
| Directional Asset Management | History | New | 1,761 | 248 | 0.22% | — | 959 | +1,761 | New | Q4 2025 | Jan 29, 2026 |
| Objective Capital Management, LLC | History | Added to | 1,752 | 247 | 0.25% | 0.25% | 961 | +2 | 0.11% | Q4 2025 | Feb 04, 2026 |
| Heritage Financial Services, LLC | History | No change | 1,755 | 247 | 0.02% | 0.02% | 960 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Frankly Finances, LLC | History | New | 1,745 | 246 | 0.21% | — | 962 | +1,745 | New | Q4 2025 | Jan 26, 2026 |
| WESPAC Advisors, LLC | History | New | 1,740 | 245 | 0.13% | — | 963 | +1,740 | New | Q4 2025 | Jan 14, 2026 |
| Global Wealth Management Investment Advisory, Inc. | History | Added to | 1,729 | 243 | 0.04% | 0.04% | 964 | +137 | 8.61% | Q4 2025 | Feb 04, 2026 |
| Ridgepath Capital Management LLC | History | No change | 1,765 | 243 | 0.11% | 0.1% | 965 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Vistica Wealth Advisors, LLC | History | New | 1,721 | 242 | 0.24% | — | 968 | +1,721 | New | Q4 2025 | Feb 13, 2026 |
| Sunpointe, LLC | History | New | 1,716 | 242 | 0.08% | — | 967 | +1,716 | New | Q4 2025 | Jan 23, 2026 |
| MARCO INVESTMENT MANAGEMENT LLC | History | No change | 1,718 | 242 | 0.02% | 0.02% | 966 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Financial Network Wealth Advisors LLC | History | Reduced | 1,711 | 241 | 0.25% | 0.54% | 969 | -1,885 | -52.42% | Q4 2025 | Feb 13, 2026 |
| PFG Investments, LLC | History | Reduced | 1,708 | 240 | 0.01% | 0.01% | 971 | -239 | -12.28% | Q4 2025 | Jan 26, 2026 |
| Axiom Financial Strategies, LLC | History | Added to | 1,706 | 240 | 0.1% | 0.1% | 970 | +50 | 3.02% | Q4 2025 | Jan 23, 2026 |
| Strid Group, LLC | History | Added to | 1,698 | 239 | 0.03% | 0.03% | 972 | +15 | 0.89% | Q4 2025 | Jan 26, 2026 |
| Aspire Growth Partners LLC | History | No change | 1,700 | 239 | 0.17% | 0.17% | 973 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Carr Financial Group Corp | History | Reduced | 1,678 | 236 | 0.06% | 0.07% | 975 | -53 | -3.06% | Q4 2025 | Jan 09, 2026 |
| HARRELL INVESTMENT PARTNERS, LLC | History | No change | 1,674 | 236 | 0.06% | 0.05% | 974 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Welch Group, LLC | History | Added to | 1,658 | 233 | 0.01% | 0.01% | 977 | +54 | 3.37% | Q4 2025 | Jan 26, 2026 |
| GUYASUTA INVESTMENT ADVISORS INC | History | Reduced | 1,655 | 233 | 0.01% | 0.01% | 976 | -31 | -1.84% | Q4 2025 | Jan 23, 2026 |
| BlackDiamond Wealth Management, LLC | History | New | 1,573 | 232 | 0.11% | — | 978 | +1,573 | New | Q4 2025 | Feb 10, 2026 |
| USAdvisors Wealth Management, LLC | History | Added to | 1,632 | 230 | 0.08% | 0.07% | 979 | +64 | 4.08% | Q4 2025 | Feb 05, 2026 |
| Addison Advisors LLC | History | No change | 1,633 | 230 | 0.05% | 0.05% | 980 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Trinity Financial Advisors LLC | History | Added to | 1,629 | 229 | 0.06% | 0.06% | 982 | +131 | 8.74% | Q4 2025 | Jan 13, 2026 |
| Purkiss Capital Advisors LLC | History | Reduced | 1,628 | 229 | 0.11% | 0.11% | 984 | -65 | -3.84% | Q4 2025 | Feb 04, 2026 |
| Independent Wealth Network Inc. | History | Added to | 1,628 | 229 | 0.07% | 0.07% | 983 | +52 | 3.3% | Q4 2025 | Jan 26, 2026 |
| Sound Income Strategies, LLC | History | Added to | 1,580 | 229 | 0.01% | 0.01% | 981 | +15 | 0.96% | Q4 2025 | Jan 21, 2026 |
| JDH Wealth Management, LLC | History | Added to | 1,620 | 228 | 0.16% | 0.16% | 985 | +3 | 0.19% | Q4 2025 | Jan 05, 2026 |
| Oath Planning, LLC | History | New | 1,608 | 226 | 0.22% | — | 990 | +1,608 | New | Q4 2025 | Feb 12, 2026 |
| Newman Dignan & Sheerar, Inc. | History | New | 1,604 | 226 | 0.05% | — | 987 | +1,604 | New | Q4 2025 | Jan 22, 2026 |
| Voya Financial Advisors, Inc. | History | New | 1,593 | 226 | 0.02% | — | 986 | +1,593 | New | Q4 2025 | Feb 13, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Added to | 1,605 | 226 | 0.03% | 0.03% | 988 | +8 | 0.5% | Q4 2025 | Feb 04, 2026 |
| Tacita Capital Inc | History | No change | 1,608 | 226 | 0.13% | 0.13% | 989 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| SOL Capital Management CO | History | No change | 1,595 | 225 | 0.02% | 0.02% | 991 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Lynx Investment Advisory | History | Added to | 1,579 | 222 | 0.12% | 0.13% | 992 | +6 | 0.38% | Q4 2025 | Feb 05, 2026 |
| Diversify Advisory Services, LLC | History | Reduced | 1,530 | 221 | 0.01% | 0.01% | 994 | -1,608 | -51.24% | Q4 2025 | Jan 23, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Added to | 1,566 | 221 | 0.0% | 0.0% | 993 | +61 | 4.05% | Q4 2025 | Feb 10, 2026 |
| Concorde Asset Management, LLC | History | Added to | 1,562 | 220 | 0.09% | 0.09% | 995 | +41 | 2.7% | Q4 2025 | Feb 13, 2026 |
| McCartney Wealth Management LLC | History | New | 1,555 | 219 | 0.19% | — | 998 | +1,555 | New | Q4 2025 | Feb 17, 2026 |
| Palisade Asset Management, LLC | History | Added to | 1,558 | 219 | 0.02% | 0.02% | 996 | +119 | 8.27% | Q4 2025 | Feb 13, 2026 |
| Connecticut Wealth Management, LLC | History | Reduced | 1,555 | 219 | 0.01% | 0.01% | 997 | -17 | -1.08% | Q4 2025 | Feb 12, 2026 |
| AF Advisors, Inc. | History | Reduced | 1,521 | 214 | 0.08% | 0.09% | 1001 | -160 | -9.52% | Q4 2025 | Feb 06, 2026 |
| Lakeridge Wealth Management LLC | History | Added to | 1,520 | 214 | 0.1% | 0.09% | 1002 | +3 | 0.2% | Q4 2025 | Jan 07, 2026 |
| Bath Savings Trust Co | History | No change | 1,520 | 214 | 0.02% | 0.02% | 999 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Klingman & Associates, LLC | History | No change | 1,523 | 214 | 0.01% | 0.01% | 1000 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Asset Dedication, LLC | History | No change | 1,514 | 213 | 0.01% | 0.01% | 1003 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Financial Harvest, LLC | History | No change | 1,510 | 213 | 0.13% | 0.14% | 1004 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| RTD Financial Advisors, Inc. | History | Reduced | 1,507 | 212 | 0.03% | 0.03% | 1006 | -185 | -10.93% | Q4 2025 | Jan 27, 2026 |
| MPS Loria Financial Planners, LLC | History | Added to | 1,506 | 212 | 0.05% | 0.05% | 1005 | +11 | 0.74% | Q4 2025 | Feb 03, 2026 |
| Pinnacle Financial Group, LLC / IL | History | No change | 1,500 | 211 | 0.06% | 0.06% | 1007 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| ROBERTS GLORE & CO INC /IL/ | History | No change | 1,489 | 210 | 0.06% | 0.06% | 1008 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | Added to | 1,488 | 209 | 0.14% | 0.15% | 1009 | +9 | 0.61% | Q4 2025 | Jan 27, 2026 |
| OpenArc Corporate Advisory, LLC | History | New | 1,481 | 208 | 0.0% | — | 1011 | +1,481 | New | Q4 2025 | Feb 13, 2026 |
| E&G Advisors, LP | History | Added to | 1,480 | 208 | 0.05% | 0.05% | 1010 | +4 | 0.27% | Q4 2025 | Jan 23, 2026 |
| Financial Synergies Wealth Advisors, Inc. | History | New | 1,470 | 207 | 0.02% | — | 1012 | +1,470 | New | Q4 2025 | Feb 06, 2026 |
| Vestmark Advisory Solutions, Inc. | History | New | 1,465 | 206 | 0.0% | — | 1013 | +1,465 | New | Q4 2025 | Feb 06, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | New | 1,465 | 206 | 0.01% | — | 1014 | +1,465 | New | Q4 2025 | Feb 12, 2026 |
| Encompass More Asset Management | History | New | 1,453 | 204 | 0.04% | — | 1015 | +1,453 | New | Q4 2025 | Feb 03, 2026 |
| HBW ADVISORY SERVICES LLC | History | New | 1,446 | 203 | 0.02% | — | 1017 | +1,446 | New | Q4 2025 | Jan 23, 2026 |
| Capital Investment Advisors, LLC | History | New | 1,443 | 203 | 0.0% | — | 1016 | +1,443 | New | Q4 2025 | Jan 13, 2026 |
| MEMBERS WEALTH LLC | History | New | 1,396 | 203 | 0.13% | — | 1018 | +1,396 | New | Q4 2025 | Jan 28, 2026 |
| Ruane, Cunniff & Goldfarb L.P. | History | New | 1,426 | 201 | 0.0% | — | 1019 | +1,426 | New | Q4 2025 | Feb 13, 2026 |
| LPWM LLC | History | Reduced | 1,424 | 200 | 0.05% | 0.05% | 1020 | -61 | -4.11% | Q4 2025 | Jan 06, 2026 |
| Plante Moran Financial Advisors, LLC | History | Reduced | 1,412 | 199 | 0.01% | 0.01% | 1021 | -80 | -5.36% | Q4 2025 | Feb 05, 2026 |
| Beacon Financial Strategies CORP | History | New | 1,406 | 198 | 0.11% | — | 1022 | +1,406 | New | Q4 2025 | Jan 12, 2026 |
| Crewe Advisors LLC | History | No change | 1,388 | 195 | 0.02% | 0.02% | 1023 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| CoreCap Advisors, LLC | History | Added to | 1,327 | 187 | 0.01% | 0.0% | 1024 | +342 | 34.72% | Q4 2025 | Jan 13, 2026 |
| Bogart Wealth, LLC | History | Added to | 1,319 | 186 | 0.01% | 0.01% | 1025 | +42 | 3.29% | Q4 2025 | Jan 30, 2026 |
| Tidemark, LLC | History | No change | 1,275 | 179 | 0.05% | 0.05% | 1026 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Rossmore Private Capital | History | Added to | 1,245 | 175 | 0.02% | 0.02% | 1027 | +140 | 12.67% | Q4 2025 | Feb 05, 2026 |
| BigSur Wealth Management LLC | History | Reduced | 1,240 | 174 | 0.04% | 0.05% | 1028 | -357 | -22.35% | Q4 2025 | Jan 27, 2026 |
| Geneos Wealth Management Inc. | History | No change | 1,227 | 173 | 0.0% | 0.0% | 1029 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| SouthState Bank Corp | History | Added to | 1,206 | 170 | 0.01% | 0.01% | 1030 | +40 | 3.43% | Q4 2025 | Feb 11, 2026 |
| Prudent Man Investment Management, Inc. | History | Reduced | 1,172 | 165 | 0.06% | 0.1% | 1031 | -415 | -26.15% | Q4 2025 | Feb 12, 2026 |
| Osbon Capital Management LLC | History | New | 1,133 | 159 | 0.15% | — | 1033 | +1,133 | New | Q4 2025 | Mar 16, 2026 |
| Perkins Coie Trust Co | History | No change | 1,130 | 159 | 0.03% | 0.03% | 1032 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Triumph Capital Management | History | New | 1,094 | 154 | 0.03% | — | 1034 | +1,094 | New | Q4 2025 | Feb 12, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 1,098 | 154 | 0.05% | 0.05% | 1035 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 1,091 | 153 | 0.13% | — | 1037 | +1,091 | New | Q4 2025 | Feb 10, 2026 |
| Signature Resources Capital Management, LLC | History | Reduced | 1,088 | 153 | 0.08% | 0.1% | 1036 | -272 | -20.0% | Q4 2025 | Jan 21, 2026 |
| Bank of Jackson Hole Trust | History | No change | 1,084 | 152 | 0.07% | 0.07% | 1038 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Topsail Wealth Management, LLC | History | No change | 1,037 | 146 | 0.02% | 0.02% | 1039 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 997 | 140 | 0.01% | 0.01% | 1040 | +83 | 9.08% | Q4 2025 | Jan 21, 2026 |
| TD Capital Management LLC | History | Added to | 983 | 138 | 0.01% | 0.01% | 1042 | +7 | 0.72% | Q4 2025 | Feb 26, 2026 |
| TRUST CO OF VERMONT | History | No change | 985 | 138 | 0.01% | 0.01% | 1041 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| GHP Investment Advisors, Inc. | History | Added to | 974 | 137 | 0.01% | 0.0% | 1044 | +135 | 16.09% | Q4 2025 | Jan 27, 2026 |
| Smithfield Trust Co | History | Reduced | 994 | 137 | 0.01% | 0.01% | 1043 | -16 | -1.58% | Q4 2025 | Feb 09, 2026 |
| Your Advocates Ltd., LLP | History | Added to | 969 | 136 | 0.04% | 0.04% | 1045 | +55 | 6.02% | Q4 2025 | Feb 02, 2026 |
| Turim 21 Investimentos Ltda. | History | New | 950 | 134 | 0.05% | — | 1046 | +950 | New | Q4 2025 | Feb 17, 2026 |
| SageView Advisory Group, LLC | History | New | 950 | 134 | 0.0% | — | 1047 | +950 | New | Q4 2025 | Feb 17, 2026 |
| Truvestments Capital LLC | History | No change | 873 | 123 | 0.02% | 0.02% | 1048 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| 3Chopt Investment Partners, LLC | History | Reduced | 849 | 119 | 0.03% | 0.04% | 1049 | -587 | -40.88% | Q4 2025 | Feb 10, 2026 |
| TFC Financial Management, Inc. | History | Added to | 818 | 115 | 0.01% | 0.01% | 1050 | +149 | 22.27% | Q4 2025 | Jan 23, 2026 |
| New Republic Capital, LLC | History | No change | 816 | 115 | 0.03% | 0.03% | 1051 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Center for Financial Planning, Inc. | History | No change | 773 | 109 | 0.01% | 0.01% | 1052 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 764 | 107 | 0.0% | 0.0% | 1053 | +133 | 21.08% | Q4 2025 | Feb 11, 2026 |
| LRI Investments, LLC | History | Added to | 735 | 103 | 0.01% | 0.01% | 1054 | +3 | 0.41% | Q4 2025 | Feb 04, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Added to | 708 | 102 | 0.0% | 0.0% | 1055 | +47 | 7.11% | Q4 2025 | Jan 26, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Reduced | 724 | 102 | 0.09% | 0.09% | 1056 | -1 | -0.14% | Q4 2025 | Jan 29, 2026 |
| Fairman Group, LLC | History | Added to | 716 | 100 | 0.08% | 0.08% | 1058 | +6 | 0.85% | Q4 2025 | Feb 13, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 711 | 100 | 0.02% | 0.02% | 1057 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 706 | 99 | 0.0% | 0.0% | 1059 | -135 | -16.05% | Q4 2025 | Feb 13, 2026 |
| ENTRUST FINANCIAL LLC | History | New | 679 | 95 | 0.07% | — | 1060 | +679 | New | Q4 2025 | Feb 06, 2026 |
| Westside Investment Management, Inc. | History | No change | 630 | 89 | 0.01% | 0.01% | 1061 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| SJS Investment Consulting Inc. | History | No change | 600 | 84 | 0.01% | 0.01% | 1062 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Towne Trust Company, N.A | History | New | 589 | 83 | 0.03% | — | 1063 | +589 | New | Q4 2025 | Jan 26, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 570 | 83 | 0.01% | 0.0% | 1064 | +466 | 448.08% | Q4 2025 | Feb 02, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 557 | 78 | 0.0% | 0.0% | 1066 | -441 | -44.19% | Q4 2025 | Feb 17, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | Added to | 557 | 78 | 0.03% | 0.03% | 1065 | +4 | 0.72% | Q4 2025 | Jan 27, 2026 |
| Rossby Financial, LCC | History | Added to | 547 | 77 | 0.02% | 0.01% | 1068 | +220 | 67.28% | Q4 2025 | Feb 12, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 551 | 77 | 0.0% | 0.0% | 1067 | -21 | -3.67% | Q4 2025 | Feb 17, 2026 |
| HOWE & RUSLING INC | History | Added to | 506 | 71 | 0.0% | 0.0% | 1069 | +13 | 2.64% | Q4 2025 | Feb 17, 2026 |
| NBC SECURITIES, INC. | History | Added to | 501 | 70 | 0.01% | 0.0% | 1070 | +218 | 77.03% | Q4 2025 | Jan 29, 2026 |
| Abound Wealth Management | History | Added to | 501 | 70 | 0.02% | 0.01% | 1071 | +168 | 50.45% | Q4 2025 | Jan 12, 2026 |
| Private Wealth Management Group, LLC | History | No change | 496 | 70 | 0.02% | 0.02% | 1072 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Atlantic Private Wealth, LLC | History | Added to | 2,249 | 68 | 0.04% | 0.03% | 1073 | +702 | 45.38% | Q4 2025 | Feb 11, 2026 |
| Oakworth Capital, Inc. | History | No change | 481 | 67 | 0.0% | 0.0% | 1074 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 459 | 64 | 0.01% | 0.01% | 1075 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Rialto Wealth Management, LLC | History | No change | 448 | 63 | 0.02% | 0.02% | 1076 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | History | No change | 437 | 61 | 0.02% | 0.02% | 1077 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| EASTERN BANK | History | Reduced | 420 | 59 | 0.0% | 0.0% | 1078 | -72 | -14.63% | Q4 2025 | Jan 14, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | No change | 422 | 59 | 0.0% | 0.0% | 1079 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 425 | 59 | 0.01% | 0.01% | 1080 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Quent Capital, LLC | History | No change | 405 | 57 | 0.0% | 0.0% | 1081 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Washington Trust Advisors, Inc. | History | Added to | 384 | 54 | 0.0% | 0.0% | 1082 | +106 | 38.13% | Q4 2025 | Feb 03, 2026 |
| SFAM, LLC | History | New | 377 | 53 | 0.05% | — | 1083 | +377 | New | Q4 2025 | Feb 12, 2026 |
| JDM Financial Group LLC | History | No change | 377 | 53 | 0.02% | 0.02% | 1084 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 370 | 52 | 0.03% | 0.03% | 1085 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Glassman Wealth Services | History | Reduced | 365 | 51 | 0.01% | 0.02% | 1086 | -524 | -58.94% | Q4 2025 | Jan 28, 2026 |
| COUNTRY TRUST BANK | History | No change | 359 | 50 | 0.0% | 0.0% | 1087 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Compass Financial Services Inc | History | No change | 355 | 50 | 0.02% | 0.02% | 1088 | 0 | 0.0% | Q4 2025 | Feb 27, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | New | 349 | 49 | 0.04% | — | 1089 | +349 | New | Q4 2025 | Feb 10, 2026 |
| Biltmore Family Office, LLC | History | No change | 323 | 45 | 0.01% | 0.01% | 1090 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Avion Wealth | History | No change | 313 | 44 | 0.01% | 0.01% | 1091 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| North Star Investment Management Corp. | History | Added to | 306 | 43 | 0.0% | 0.0% | 1092 | +25 | 8.9% | Q4 2025 | Jan 30, 2026 |
| Bank of New Hampshire | History | New | 300 | 42 | 0.01% | — | 1093 | +300 | New | Q4 2025 | Mar 16, 2026 |
| GODSEY & GIBB, INC | History | New | 292 | 41 | 0.0% | — | 1094 | +292 | New | Q4 2025 | Jan 27, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 284 | 40 | 0.01% | 0.01% | 1095 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| 10Elms LLP | History | Added to | 283 | 39 | 0.04% | 0.03% | 1096 | +35 | 14.11% | Q4 2025 | Feb 13, 2026 |
| Archer Investment Corp | History | Added to | 272 | 38 | 0.01% | 0.01% | 1097 | +96 | 54.55% | Q4 2025 | Jan 30, 2026 |
| Rosenberg Matthew Hamilton | History | Reduced | 270 | 38 | 0.01% | 0.01% | 1098 | -5 | -1.82% | Q4 2025 | Jan 05, 2026 |
| WEBSTER BANK, N. A. | History | No change | 256 | 36 | 0.0% | 0.0% | 1099 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | New | 250 | 35 | 0.01% | — | 1100 | +250 | New | Q4 2025 | Jan 20, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 246 | 34 | 0.01% | 0.01% | 1101 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | Added to | 233 | 32 | 0.01% | 0.0% | 1102 | +219 | 1564.29% | Q4 2025 | Jan 28, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 216 | 30 | 0.0% | 0.0% | 1103 | +205 | 1863.64% | Q4 2025 | Feb 09, 2026 |
| Millstone Evans Group, LLC | History | No change | 218 | 30 | 0.02% | 0.02% | 1104 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Signature Equity Partners, LLC | History | New | 209 | 29 | 0.02% | — | 1107 | +209 | New | Q4 2025 | Feb 17, 2026 |
| OAK HARBOR WEALTH PARTNERS, LLC | History | Added to | 208 | 29 | 0.01% | 0.01% | 1105 | +11 | 5.58% | Q4 2025 | Feb 02, 2026 |
| Nemes Rush Group LLC | History | Added to | 207 | 29 | 0.0% | 0.0% | 1106 | +1 | 0.49% | Q4 2025 | Feb 11, 2026 |
| Bravera Wealth | History | New | 198 | 27 | 0.01% | — | 1110 | +198 | New | Q4 2025 | Apr 22, 2026 |
| WestEnd Advisors, LLC | History | Added to | 196 | 27 | 0.0% | 0.0% | 1108 | +121 | 161.33% | Q4 2025 | Jan 27, 2026 |
| Morling Financial Advisors, LLC | History | Reduced | 197 | 27 | 0.01% | 0.01% | 1109 | -32 | -13.97% | Q4 2025 | Feb 06, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 189 | 26 | 0.0% | 0.0% | 1111 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Navalign, LLC | History | New | 181 | 25 | 0.01% | — | 1114 | +181 | New | Q4 2025 | Feb 05, 2026 |
| Game Plan Financial Advisors, LLC | History | New | 178 | 25 | 0.01% | — | 1113 | +178 | New | Q4 2025 | Jan 14, 2026 |
| Pacific Center for Financial Services | History | No change | 186 | 25 | 0.01% | 0.01% | 1112 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Larson Financial Group LLC | History | Reduced | 170 | 24 | 0.0% | 0.02% | 1115 | -2,999 | -94.64% | Q4 2025 | Feb 06, 2026 |
| Newbridge Financial Services Group, Inc. | History | No change | 174 | 24 | 0.0% | 0.0% | 1116 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Bradley & Co. Private Wealth Management, LLC | History | Reduced | 166 | 23 | 0.01% | 0.03% | 1117 | -169 | -50.45% | Q4 2025 | Feb 11, 2026 |
| Root Financial Partners, LLC | History | Reduced | 170 | 23 | 0.0% | 0.0% | 1118 | -155 | -47.69% | Q4 2025 | Feb 10, 2026 |
| Park Place Capital Corp | History | No change | 160 | 22 | 0.0% | 0.0% | 1119 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| BAYBAN | History | New | 155 | 21 | 0.02% | — | 1122 | +155 | New | Q4 2025 | Mar 05, 2026 |
| Independence Bank of Kentucky | History | No change | 155 | 21 | 0.0% | 0.0% | 1120 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Aviso Financial Inc. | History | No change | 150 | 21 | 0.0% | 0.0% | 1121 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Wilmington Savings Fund Society, FSB | History | New | 143 | 20 | 0.0% | — | 1123 | +143 | New | Q4 2025 | Feb 12, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | No change | 148 | 20 | 0.01% | 0.01% | 1124 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Wiser Advisor Group LLC | History | No change | 147 | 20 | 0.02% | 0.02% | 1125 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Cornerstone National Bank & Trust Co | History | No change | 135 | 19 | 0.01% | 0.01% | 1126 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Garton & Associates Financial Advisors LLC | History | New | 128 | 18 | 0.01% | — | 1127 | +128 | New | Q4 2025 | Feb 18, 2026 |
| Financial Freedom, LLC | History | Added to | 121 | 17 | 0.01% | 0.01% | 1128 | +1 | 0.83% | Q4 2025 | Feb 17, 2026 |
| Bruce G. Allen Investments, LLC | History | Reduced | 113 | 16 | 0.01% | 0.01% | 1129 | -4 | -3.42% | Q4 2025 | Feb 10, 2026 |
| MCF Advisors LLC | History | New | 111 | 15 | 0.0% | — | 1130 | +111 | New | Q4 2025 | Feb 11, 2026 |
| Motiv8 Investments LLC | History | New | 107 | 15 | 0.01% | — | 1134 | +107 | New | Q4 2025 | Feb 13, 2026 |
| PayPay Securities Corp | History | Added to | 112 | 15 | 0.44% | 0.36% | 1132 | +38 | 51.35% | Q4 2025 | Jan 26, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | No change | 110 | 15 | 0.0% | 0.01% | 1131 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Red Tortoise LLC | History | No change | 110 | 15 | 0.01% | 0.01% | 1133 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| CURIO WEALTH, LLC | History | No change | 110 | 15 | 0.01% | 0.01% | 1135 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| REXFORD CAPITAL INC | History | No change | 108 | 15 | 0.01% | 0.01% | 1136 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| HighMark Wealth Management LLC | History | New | 105 | 14 | 0.01% | — | 1139 | +105 | New | Q4 2025 | Feb 05, 2026 |
| Hurley Capital, LLC | History | New | 102 | 14 | 0.01% | — | 1137 | +102 | New | Q4 2025 | Feb 17, 2026 |
| Darwin Wealth Management, LLC | History | Added to | 106 | 14 | 0.0% | 0.0% | 1138 | +7 | 7.07% | Q4 2025 | Jan 22, 2026 |
| First Pacific Financial | History | Added to | 102 | 14 | 0.0% | 0.0% | 1140 | +1 | 0.99% | Q4 2025 | Jan 16, 2026 |
| Gladwyn Financial Advisors, Inc. | History | Added to | 105 | 14 | 0.01% | 0.01% | 1143 | +1 | 0.96% | Q4 2025 | Jan 08, 2026 |
| Missouri Trust & Investment Co | History | No change | 100 | 14 | 0.0% | 0.0% | 1141 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| WEST PACES ADVISORS INC. | History | No change | 105 | 14 | 0.0% | 0.0% | 1142 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | New | 95 | 13 | 0.0% | — | 1144 | +95 | New | Q4 2025 | Jan 22, 2026 |
| WealthCollab, LLC | History | New | 94 | 13 | 0.01% | — | 1146 | +94 | New | Q4 2025 | Jan 27, 2026 |
| CBIZ Investment Advisory Services, LLC | History | Added to | 96 | 13 | 0.0% | 0.0% | 1145 | +82 | 585.71% | Q4 2025 | Feb 09, 2026 |
| Meramec Financial Planners, LLC | History | New | 88 | 12 | 0.0% | — | 1148 | +88 | New | Q4 2025 | Feb 10, 2026 |
| Wealth Watch Advisors, INC | History | Reduced | 87 | 12 | 0.0% | 0.01% | 1147 | -68 | -43.87% | Q4 2025 | Feb 17, 2026 |
| Camelot Portfolios, LLC | History | New | 81 | 11 | 0.01% | — | 1149 | +81 | New | Q4 2025 | Jan 29, 2026 |
| Friedenthal Financial | History | Added to | 82 | 11 | 0.01% | 0.0% | 1150 | +16 | 24.24% | Q4 2025 | Jan 27, 2026 |
| Lodestone Wealth Management LLC | History | New | 72 | 10 | 0.0% | — | 1154 | +72 | New | Q4 2025 | Jan 15, 2026 |
| ROSS\JOHNSON & Associates LLC | History | New | 71 | 10 | 0.19% | — | 1155 | +71 | New | Q4 2025 | Feb 12, 2026 |
| CITY HOLDING CO | History | No change | 75 | 10 | 0.0% | 0.0% | 1151 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Horizon Investments, LLC | History | No change | 76 | 10 | 0.0% | 0.0% | 1152 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 74 | 10 | 0.0% | 0.0% | 1153 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 69 | 9 | 0.0% | 0.0% | 1156 | +22 | 46.81% | Q4 2025 | Feb 13, 2026 |
| 4Thought Financial Group Inc. | History | Added to | 58 | 8 | 0.0% | 0.0% | 1157 | +9 | 18.37% | Q4 2025 | Jan 29, 2026 |
| MASECO LLP | History | New | 56 | 7 | 0.0% | — | 1162 | +56 | New | Q4 2025 | Jan 22, 2026 |
| Miller Capital Partners, Inc. | History | New | 55 | 7 | 0.0% | — | 1163 | +55 | New | Q4 2025 | Feb 17, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 54 | 7 | 0.0% | 0.0% | 1158 | +13 | 31.71% | Q4 2025 | Feb 17, 2026 |
| Northwest Capital Management Inc | History | Reduced | 50 | 7 | 0.03% | 0.01% | 1159 | -4 | -7.41% | Q4 2025 | Jan 26, 2026 |
| Gen-Wealth Partners Inc | History | Added to | 51 | 7 | 0.0% | 0.0% | 1161 | +3 | 6.25% | Q4 2025 | Feb 13, 2026 |
| Davis Capital Management | History | Added to | 52 | 7 | 0.0% | 0.0% | 1160 | +1 | 1.96% | Q4 2025 | Jan 28, 2026 |
| Kozak & Associates, Inc. | History | New | 43 | 6 | 0.0% | — | 1164 | +43 | New | Q4 2025 | Jan 12, 2026 |
| SHP Wealth Management | History | New | 40 | 5 | 0.0% | — | 1166 | +40 | New | Q4 2025 | Mar 04, 2026 |
| YANKCOM Partnership | History | New | 39 | 5 | 0.0% | — | 1167 | +39 | New | Q4 2025 | Jan 20, 2026 |
| EQ WEALTH ADVISORS, LLC | History | New | 38 | 5 | 0.0% | — | 1168 | +38 | New | Q4 2025 | Feb 02, 2026 |
| Elevated Capital Advisors, LLC | History | New | 36 | 5 | 0.0% | — | 1165 | +36 | New | Q4 2025 | Jan 27, 2026 |
| Pillar Financial Advisors, LLC | History | No change | 41 | 5 | 0.0% | 0.0% | 1169 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Westfuller Advisors, LLC | History | Added to | 30 | 4 | 0.0% | 0.0% | 1173 | +1 | 3.45% | Q4 2025 | Jan 21, 2026 |
| Coastline Trust Co | History | No change | 30 | 4 | 0.0% | 0.0% | 1170 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 33 | 4 | 0.0% | 0.0% | 1171 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 34 | 4 | 0.0% | 0.0% | 1172 | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | New | 23 | 3 | 0.0% | — | 1175 | +23 | New | Q4 2025 | Jan 30, 2026 |
| Wilkerson Advisory Group LLC | History | New | 23 | 3 | 0.0% | — | 1177 | +23 | New | Q4 2025 | Feb 13, 2026 |
| VIRTUS ADVISERS, LLC | History | Reduced | 22 | 3 | 0.0% | 0.0% | 1174 | -4 | -15.38% | Q4 2025 | Feb 13, 2026 |
| BFSG, LLC | History | No change | 28 | 3 | 0.0% | 0.0% | 1176 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Strive Financial Group ,LLC | History | New | 19 | 2 | 0.0% | — | 1186 | +19 | New | Q4 2025 | Feb 18, 2026 |
| Anchor Investment Management, LLC | History | Added to | 15 | 2 | 0.0% | — | 1181 | +14 | 1400.0% | Q4 2025 | Feb 26, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 17 | 2 | 0.0% | 0.0% | 1178 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | No change | 16 | 2 | 0.0% | 0.0% | 1179 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Colonial Trust Advisors | History | No change | 17 | 2 | 0.0% | 0.0% | 1180 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Quaker Wealth Management, LLC | History | No change | 15 | 2 | 0.0% | 0.0% | 1182 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Centerpoint Advisors, LLC | History | No change | 12 | 2 | 0.0% | 0.0% | 1183 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Gold Investment Management Ltd. | History | No change | 20 | 2 | 0.0% | 0.0% | 1184 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 18 | 2 | 0.0% | 0.0% | 1185 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| FIRST HORIZON CORP | History | New | 13 | 1 | 0.0% | — | 1187 | +13 | New | Q4 2025 | Jan 27, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 14 | 1 | 0.0% | — | 1189 | +9 | 180.0% | Q4 2025 | Feb 24, 2026 |
| Dynamic Wealth Strategies, LLC | History | New | 8 | 1 | 0.0% | — | 1188 | +8 | New | Q4 2025 | Feb 04, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 9 | 1 | 0.0% | 0.0% | 1190 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -134,740 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Almanack Investment Partners, LLC. | History | Closed out | 0 | 0 | — | 1.11% | — | -52,197 | -100.0% | Q3 2025 | Oct 22, 2025 |
| READYSTATE ASSET MANAGEMENT LP | History | Closed out | 0 | 0 | — | 0.2% | — | -34,330 | -100.0% | Q3 2025 | Nov 07, 2025 |
| SteelPeak Wealth, LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -32,244 | -100.0% | Q3 2025 | Oct 21, 2025 |
| United Financial Planning Group LLC | History | Closed out | 0 | 0 | — | 1.09% | — | -32,061 | -100.0% | Q3 2025 | Nov 13, 2025 |
| ARIEL INVESTMENTS, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -27,685 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Strategic Investment Advisors / MI | History | Closed out | 0 | 0 | — | 0.0% | — | -27,673 | -100.0% | Q3 2025 | Dec 17, 2025 |
| Verity Asset Management, Inc. | History | Closed out | 0 | 0 | — | 1.0% | — | -22,180 | -100.0% | Q3 2025 | Nov 14, 2025 |
| AllSquare Wealth Management LLC | History | Closed out | 0 | 0 | — | 1.03% | — | -14,143 | -100.0% | Q3 2025 | Jan 12, 2026 |
| Weiss Asset Management LP | History | Closed out | 0 | 0 | — | 0.31% | — | -6,483 | -100.0% | Q3 2025 | Feb 17, 2026 |
| Total Wealth Planning, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -5,847 | -100.0% | Q3 2025 | Oct 17, 2025 |
| TrueWealth Financial Partners | History | Closed out | 0 | 0 | — | 0.36% | — | -5,180 | -100.0% | Q3 2025 | Nov 21, 2025 |
| Integrity Financial Corp /WA | History | Closed out | 0 | 0 | — | 0.34% | — | -5,157 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Astoria Portfolio Advisors LLC. | History | Closed out | 0 | 0 | — | 0.19% | — | -5,058 | -100.0% | Q3 2025 | Oct 09, 2025 |
| Gilbert & Cook, Inc. | History | Closed out | 0 | 0 | — | 0.08% | — | -4,696 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Empowered Funds, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,687 | -100.0% | Q3 2025 | Nov 13, 2025 |
| GROUP ONE TRADING LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,443 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Ground Swell Capital, LLC | History | Closed out | 0 | 0 | — | 1.22% | — | -4,059 | -100.0% | Q3 2025 | Nov 06, 2025 |
| LifeGuide Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -3,713 | -100.0% | Q3 2025 | Oct 20, 2025 |
| MAINSAIL ASSET MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.22% | — | -3,635 | -100.0% | Q3 2025 | Oct 28, 2025 |
| Chicago Capital, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,134 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Hurlow Wealth Management Group, Inc. | History | Closed out | 0 | 0 | — | 0.08% | — | -2,309 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Murphy, Middleton, Hinkle & Parker, Inc. | History | Closed out | 0 | 0 | — | 0.15% | — | -2,275 | -100.0% | Q3 2025 | Nov 04, 2025 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,268 | -100.0% | Q3 2025 | Nov 12, 2025 |
| OneAscent Financial Services LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -2,158 | -100.0% | Q3 2025 | Oct 31, 2025 |
| QRG CAPITAL MANAGEMENT, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,137 | -100.0% | Q3 2025 | Oct 28, 2025 |
| Mason & Associates, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -2,085 | -100.0% | Q3 2025 | Nov 04, 2025 |
| REGIMEN WEALTH, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -1,998 | -100.0% | Q3 2025 | Nov 12, 2025 |
| American Investment Services, Inc. | History | Closed out | 0 | 0 | — | 0.06% | — | -1,848 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Austin Asset Management Co Inc | History | Closed out | 0 | 0 | — | 0.05% | — | -1,836 | -100.0% | Q3 2025 | Oct 24, 2025 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,722 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Empower Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,711 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Journey Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,593 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Beaumont Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,513 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Canvas Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -1,463 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Cloud Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -783 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Future Financial Wealth Managment LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -700 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Advantage Trust Co | History | Closed out | 0 | 0 | — | 0.02% | — | -327 | -100.0% | Q3 2025 | Nov 03, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -173 | -100.0% | Q3 2025 | Nov 03, 2025 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -150 | -100.0% | Q3 2025 | Oct 07, 2025 |
| Grey Fox Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -145 | -100.0% | Q3 2025 | Oct 29, 2025 |
| FIRST FINANCIAL CORP /IN/ | History | Closed out | 0 | 0 | — | 0.0% | — | -79 | -100.0% | Q3 2025 | Oct 09, 2025 |
| North Capital, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -42 | -100.0% | Q3 2025 | Oct 09, 2025 |
| Global Trust Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -17 | -100.0% | Q3 2025 | Oct 28, 2025 |
| 1620 INVESTMENT ADVISORS, INC. | History | New | 5 | 0 | — | — | — | +5 | New | Q4 2025 | Feb 05, 2026 |
| Main Street Group, LTD | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Nov 07, 2025 |
| ATWOOD & PALMER INC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| NVWM, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Front Row Advisors LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| New Millennium Group LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |