VANGUARD INDEX FUNDS - VTI
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 810 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | History | Added to | 62,622,049 | 20,995,293 | 0.3% | 0.3% | 1 | +2,291,938 | 3.8% | Q4 2025 | Jan 29, 2026 |
| Rakuten Investment Management, Inc. | History | No change | 47,479,738 | 15,530,622 | 52.31% | 55.28% | 2 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Betterment LLC | History | Reduced | 25,171,575 | 8,439,274 | 16.08% | 16.72% | 3 | -610,825 | -2.37% | Q4 2025 | Feb 12, 2026 |
| Align Financial, LLC | History | New | 6,271,841 | 6,271,841 | 3.64% | — | 4 | +6,271,841 | New | Q4 2025 | Feb 17, 2026 |
| Wealthfront Advisers LLC | History | Added to | 18,025,283 | 6,043,336 | 13.51% | 13.76% | 5 | +163,272 | 0.91% | Q4 2025 | Jan 30, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 14,185,248 | 4,755,888 | 0.35% | 0.31% | 6 | +143,136 | 1.02% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Added to | 14,079,780 | 4,720,527 | 1.29% | 1.32% | 7 | +277,939 | 2.01% | Q4 2025 | Feb 11, 2026 |
| MORGAN STANLEY | History | Reduced | 13,792,394 | 4,624,177 | 0.28% | 0.27% | 8 | -13,206 | -0.1% | Q4 2025 | Feb 13, 2026 |
| NORTHERN TRUST CORP | History | Added to | 9,712,922 | 3,256,451 | 0.42% | 0.4% | 9 | +184,429 | 1.94% | Q4 2025 | Feb 17, 2026 |
| Allworth Financial LP | History | New | 8,495,987 | 2,848,449 | 11.67% | — | 10 | +8,495,987 | New | Q4 2025 | Feb 05, 2026 |
| HB Wealth Management, LLC | History | Added to | 8,648,161 | 2,760,339 | 17.85% | 18.15% | 11 | +96,255 | 1.13% | Q4 2025 | Jan 28, 2026 |
| Creative Planning | History | Reduced | 6,067,010 | 2,034,086 | 1.46% | 1.56% | 12 | -137,259 | -2.21% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 5,749,098 | 1,927,500 | 0.57% | 0.55% | 13 | -50,888 | -0.88% | Q4 2025 | Feb 10, 2026 |
| Ballentine Partners, LLC | History | Reduced | 5,658,856 | 1,897,244 | 26.65% | 27.71% | 14 | -422,868 | -6.95% | Q4 2025 | Feb 03, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 5,644,791 | 1,892,528 | 0.34% | 0.35% | 15 | +2,398 | 0.04% | Q4 2025 | Feb 13, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 4,863,654 | 1,630,637 | 0.1% | 0.1% | 16 | -168,878 | -3.36% | Q4 2025 | Feb 11, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Added to | 4,852,437 | 1,626,876 | 30.72% | 30.7% | 17 | +142,074 | 3.02% | Q4 2025 | Feb 10, 2026 |
| UBS Group AG | History | Reduced | 4,065,748 | 1,363,123 | 0.22% | 0.21% | 18 | -24,198 | -0.59% | Q4 2025 | Jan 29, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 3,715,482 | 1,245,690 | 6.95% | 7.27% | 19 | +68,138 | 1.87% | Q4 2025 | Feb 03, 2026 |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | History | No change | 3,663,005 | 1,228,095 | 6.39% | 6.64% | 20 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | Added to | 3,252,250 | 1,090,381 | 1.19% | 1.23% | 21 | +23,277 | 0.72% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 3,055,143 | 1,024,298 | 0.17% | — | 22 | +3,055,143 | New | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 3,013,092 | 1,010,199 | 0.31% | 0.3% | 23 | +163,384 | 5.73% | Q4 2025 | Feb 18, 2026 |
| National Mutual Insurance Federation of Agricultural Cooperatives | History | No change | 2,686,800 | 900,803 | 6.61% | 6.69% | 24 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 2,633,443 | 883,144 | 1.29% | 1.25% | 25 | -106,933 | -3.9% | Q4 2025 | Feb 17, 2026 |
| Focus Partners Wealth | History | Added to | 2,549,585 | 854,781 | 0.97% | 0.94% | 26 | +785,256 | 44.51% | Q4 2025 | Feb 13, 2026 |
| SCS Capital Management LLC | History | Reduced | 2,539,532 | 851,429 | 9.02% | 9.18% | 27 | -25,646 | -1.0% | Q4 2025 | Feb 10, 2026 |
| Savant Capital, LLC | History | Added to | 2,421,782 | 811,950 | 4.62% | 4.67% | 28 | +77,849 | 3.32% | Q4 2025 | Feb 10, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 2,378,679 | 797,499 | 0.1% | 0.1% | 29 | -4,219 | -0.18% | Q4 2025 | Mar 25, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 2,356,186 | 789,958 | 0.43% | 0.49% | 30 | -102,822 | -4.18% | Q4 2025 | Feb 06, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 2,320,304 | 777,928 | 1.04% | 1.08% | 31 | -231,019 | -9.05% | Q4 2025 | Feb 12, 2026 |
| Facet Wealth, Inc. | History | Added to | 2,164,451 | 742,579 | 13.14% | 13.42% | 32 | +188,623 | 9.55% | Q4 2025 | Jan 29, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 2,184,878 | 733,843 | 0.17% | 0.17% | 33 | -53,012 | -2.37% | Q4 2025 | Feb 17, 2026 |
| HighTower Advisors, LLC | History | Added to | 2,184,391 | 732,360 | 0.8% | 0.81% | 34 | +1,799 | 0.08% | Q4 2025 | Feb 06, 2026 |
| BROWN ADVISORY INC | History | Added to | 2,171,354 | 727,989 | 1.02% | 0.81% | 35 | +282,160 | 14.94% | Q4 2025 | Feb 13, 2026 |
| SBI Okasan Asset Management Co.Ltd. | History | New | 2,113,640 | 715,234 | 39.4% | — | 36 | +2,113,640 | New | Q4 2025 | Feb 10, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 2,079,849 | 697,311 | 1.84% | 1.9% | 37 | -27,022 | -1.28% | Q4 2025 | Feb 05, 2026 |
| US BANCORP \DE\ | History | Reduced | 2,079,574 | 697,219 | 0.82% | 0.82% | 38 | -19,203 | -0.91% | Q4 2025 | Jan 30, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 2,067,920 | 693,311 | 0.12% | 0.12% | 39 | -42,860 | -2.03% | Q4 2025 | Feb 10, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 2,052,515 | 687,949 | 1.05% | 1.09% | 40 | +55,419 | 2.77% | Q4 2025 | Feb 18, 2026 |
| Corient Private Wealth LLC | History | Added to | 1,961,875 | 636,720 | 0.87% | 0.89% | 41 | +232,711 | 13.46% | Q4 2025 | Mar 09, 2026 |
| Cerity Partners LLC | History | Added to | 1,876,008 | 628,981 | 0.92% | 0.91% | 42 | +165,135 | 9.65% | Q4 2025 | Feb 11, 2026 |
| Mariner, LLC | History | Reduced | 1,788,055 | 599,572 | 0.71% | 0.76% | 43 | -9,817 | -0.55% | Q4 2025 | Feb 13, 2026 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | History | Added to | 1,745,891 | 585,344 | 9.02% | 10.18% | 44 | +51,072 | 3.01% | Q4 2025 | Feb 17, 2026 |
| Summit Financial, LLC | History | Added to | 1,661,237 | 556,963 | 8.18% | 8.23% | 45 | +18,370 | 1.12% | Q4 2025 | Feb 13, 2026 |
| Empower Advisory Group, LLC | History | Added to | 1,656,574 | 555,399 | 1.5% | 1.42% | 46 | +94,754 | 6.07% | Q4 2025 | Feb 12, 2026 |
| State of Tennessee, Department of Treasury | History | Added to | 1,582,521 | 538,959 | 1.72% | 1.72% | 47 | +10,072 | 0.64% | Q4 2025 | Feb 18, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Added to | 1,469,102 | 492,545 | 31.23% | 31.31% | 48 | +6,343 | 0.43% | Q4 2025 | Jan 23, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 1,433,710 | 480,679 | 8.77% | 8.77% | 49 | +59,358 | 4.32% | Q4 2025 | Jan 23, 2026 |
| FMR LLC | History | Added to | 1,362,317 | 456,743 | 0.02% | 0.02% | 50 | +66,599 | 5.14% | Q4 2025 | Feb 17, 2026 |
| Foster Group, Inc. | History | Added to | 1,343,296 | 450,366 | 13.62% | 13.7% | 51 | +13,248 | 1.0% | Q4 2025 | Jan 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 1,226,403 | 411,176 | 0.22% | 0.19% | 52 | +327,757 | 36.47% | Q4 2025 | Feb 17, 2026 |
| Moss Adams Wealth Advisors LLC | History | Added to | 1,221,479 | 409,525 | 29.69% | 26.93% | 53 | +171,156 | 16.3% | Q4 2025 | Jan 26, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 1,197,664 | 401,540 | 1.2% | 1.08% | 54 | +109,235 | 10.04% | Q4 2025 | Feb 13, 2026 |
| Truepoint, Inc. | History | Reduced | 1,192,078 | 399,668 | 8.99% | 9.23% | 55 | -16,803 | -1.39% | Q4 2025 | Feb 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 1,169,371 | 392,055 | 0.05% | 0.03% | 56 | +297,971 | 34.19% | Q4 2025 | Feb 17, 2026 |
| Sageworth Trust Co | History | Reduced | 1,151,030 | 385,905 | 16.53% | 17.85% | 57 | -16,258 | -1.39% | Q4 2025 | Feb 03, 2026 |
| Private Advisor Group, LLC | History | Reduced | 1,139,796 | 382,139 | 1.8% | 1.87% | 58 | -20,444 | -1.76% | Q4 2025 | Feb 17, 2026 |
| Symetra Investment Management Co | History | Reduced | 1,138,050 | 381,554 | 67.15% | 83.23% | 59 | -16,045 | -1.39% | Q4 2025 | Feb 13, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 1,113,796 | 373,422 | 4.55% | 4.86% | 60 | -66,734 | -5.65% | Q4 2025 | Jan 21, 2026 |
| VISTA CAPITAL PARTNERS, INC. | History | Reduced | 1,108,737 | 371,726 | 36.69% | 37.08% | 61 | -2,045 | -0.18% | Q4 2025 | Feb 02, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 1,082,504 | 369,403 | 0.5% | 0.54% | 62 | +4,271 | 0.4% | Q4 2025 | Jan 08, 2026 |
| WEALTHCARE CAPITAL MANAGEMENT LLC | History | Reduced | 1,094,768 | 367,042 | 36.44% | 37.94% | 63 | -43,994 | -3.86% | Q4 2025 | Jan 20, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 1,068,311 | 358,173 | 0.64% | 0.61% | 64 | +112,734 | 11.8% | Q4 2025 | Mar 16, 2026 |
| Plancorp, LLC | History | Added to | 1,029,480 | 345,153 | 10.43% | 9.62% | 65 | +95,126 | 10.18% | Q4 2025 | Feb 05, 2026 |
| ASSETMARK, INC | History | Reduced | 1,020,316 | 342,081 | 0.7% | 0.72% | 66 | -9,171 | -0.89% | Q4 2025 | Jan 23, 2026 |
| Elm Partners Management LLC | History | Added to | 996,018 | 333,934 | 15.15% | 15.43% | 67 | +54,790 | 5.82% | Q4 2025 | Feb 10, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 987,621 | 331,119 | 2.64% | 3.45% | 68 | -1,021,823 | -50.85% | Q4 2025 | Feb 13, 2026 |
| BlackRock, Inc. | History | Added to | 977,006 | 327,560 | 0.01% | 0.0% | 69 | +566,436 | 137.96% | Q4 2025 | Feb 12, 2026 |
| Capstone Financial Advisors, Inc. | History | Added to | 957,838 | 321,134 | 17.1% | 16.81% | 70 | +12,842 | 1.36% | Q4 2025 | Feb 17, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 943,855 | 316,446 | 0.11% | 0.12% | 71 | +10,757 | 1.15% | Q4 2025 | Feb 12, 2026 |
| Caprock Group, LLC | History | Added to | 894,507 | 299,901 | 6.33% | 6.89% | 72 | +14,955 | 1.7% | Q4 2025 | Jan 28, 2026 |
| Baird Financial Group, Inc. | History | Added to | 876,258 | 293,783 | 0.46% | 0.43% | 73 | +68,019 | 8.42% | Q4 2025 | Feb 13, 2026 |
| Gibson Capital, LLC | History | Reduced | 860,884 | 288,628 | 52.94% | 52.94% | 74 | -13,742 | -1.57% | Q4 2025 | Feb 05, 2026 |
| LINCOLN NATIONAL CORP | History | Reduced | 820,567 | 275,111 | 8.04% | 7.69% | 75 | -1,425 | -0.17% | Q4 2025 | Feb 09, 2026 |
| Cresset Asset Management, LLC | History | Added to | 819,717 | 274,826 | 1.16% | 1.16% | 76 | +12,398 | 1.54% | Q4 2025 | Feb 17, 2026 |
| Pathstone Holdings, LLC | History | New | 807,309 | 270,667 | 1.04% | — | 77 | +807,309 | New | Q4 2025 | Feb 13, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | Reduced | 795,893 | 266,839 | 14.67% | 15.94% | 78 | -62,766 | -7.31% | Q4 2025 | Feb 13, 2026 |
| Norinchukin Bank, The | History | Added to | 790,500 | 265,030 | 3.09% | 3.03% | 79 | +103,000 | 14.98% | Q4 2025 | Feb 17, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 789,011 | 264,531 | 0.5% | 0.47% | 80 | +89,947 | 12.87% | Q4 2025 | Feb 17, 2026 |
| FIRST BUSINESS FINANCIAL SERVICES, INC. | History | Reduced | 788,902 | 264,495 | 24.29% | 24.3% | 81 | -18,227 | -2.26% | Q4 2025 | Feb 06, 2026 |
| Verus Financial Partners, Inc. | History | Reduced | 763,829 | 261,252 | 24.04% | 24.12% | 82 | -228 | -0.03% | Q4 2025 | Feb 02, 2026 |
| Quantinno Capital Management LP | History | Added to | 777,828 | 260,782 | 0.52% | 0.59% | 83 | +119,591 | 18.17% | Q4 2025 | Feb 17, 2026 |
| Hardy Reed LLC | History | Added to | 763,393 | 255,942 | 18.25% | 18.37% | 84 | +3,318 | 0.44% | Q4 2025 | Feb 06, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 761,488 | 255,304 | 0.16% | 0.19% | 85 | -96,626 | -11.26% | Q4 2025 | Feb 10, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 752,040 | 252,136 | 0.6% | 0.63% | 86 | -43,774 | -5.5% | Q4 2025 | Feb 11, 2026 |
| REBALANCE, LLC | History | Reduced | 746,351 | 250,229 | 14.63% | 14.9% | 87 | -6,208 | -0.82% | Q4 2025 | Jan 15, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 742,991 | 249,102 | 1.75% | 1.39% | 88 | +243,167 | 48.65% | Q4 2025 | Feb 18, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 734,559 | 246,277 | 0.22% | 0.22% | 89 | +11,498 | 1.59% | Q4 2025 | Feb 13, 2026 |
| West Virginia University Foundation, Inc | History | Added to | 728,924 | 244,386 | 46.29% | 40.53% | 90 | +259,323 | 55.22% | Q4 2025 | Feb 24, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 725,519 | 243,244 | 0.32% | 0.33% | 91 | -24,017 | -3.2% | Q4 2025 | Feb 02, 2026 |
| N.E.W. Advisory Services LLC | History | Added to | 720,637 | 241,608 | 17.87% | 19.66% | 92 | +50,118 | 7.47% | Q4 2025 | Jan 28, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Added to | 720,206 | 241,463 | 5.02% | 7.62% | 93 | +585,533 | 434.78% | Q4 2025 | Feb 17, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 715,133 | 239,762 | 3.24% | 4.21% | 94 | +41,619 | 6.18% | Q4 2025 | Feb 06, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 691,631 | 231,883 | 1.7% | 1.74% | 95 | +9,567 | 1.4% | Q4 2025 | Feb 12, 2026 |
| Apella Capital, LLC | History | Added to | 688,831 | 230,944 | 4.56% | 3.37% | 96 | +223,762 | 48.11% | Q4 2025 | Jan 21, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 673,618 | 225,843 | 2.81% | 2.93% | 97 | -25,852 | -3.7% | Q4 2025 | Feb 05, 2026 |
| Trilogy Capital Inc. | History | Added to | 670,274 | 224,722 | 10.04% | 9.9% | 98 | +17,398 | 2.66% | Q4 2025 | Jan 22, 2026 |
| Boston Standard Wealth Management, LLC | History | Added to | 669,718 | 224,536 | 37.06% | 36.79% | 99 | +3,053 | 0.46% | Q4 2025 | Jan 07, 2026 |
| Cabot-Wellington, LLC | History | Reduced | 667,254 | 223,710 | 71.74% | 71.52% | 100 | -6,447 | -0.96% | Q4 2025 | Jan 28, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 643,191 | 215,687 | 0.13% | 0.12% | 101 | +87,515 | 15.75% | Q4 2025 | Feb 17, 2026 |
| EVOKE WEALTH, LLC | History | Added to | 632,468 | 212,047 | 3.96% | 3.91% | 102 | +44,816 | 7.63% | Q4 2025 | Feb 06, 2026 |
| Investure, LLC | History | Reduced | 626,608 | 210,082 | 11.75% | 13.99% | 103 | -62,664 | -9.09% | Q4 2025 | Feb 11, 2026 |
| AGF MANAGEMENT LTD | History | Reduced | 623,443 | 209,084 | 0.91% | 0.92% | 104 | -16,811 | -2.63% | Q4 2025 | Feb 17, 2026 |
| Allen Investment Management, LLC | History | Reduced | 598,163 | 200,546 | 2.22% | 2.22% | 105 | -10,398 | -1.71% | Q4 2025 | Feb 10, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 593,548 | 198,998 | 5.12% | 5.04% | 106 | -6,447 | -1.07% | Q4 2025 | Feb 03, 2026 |
| Constellation Investments, Inc. | History | Added to | 587,923 | 197,112 | 6.08% | 3.24% | 107 | +376,923 | 178.64% | Q4 2025 | Jan 21, 2026 |
| SEI INVESTMENTS CO | History | Added to | 585,375 | 196,258 | 0.19% | 0.19% | 108 | +34,819 | 6.32% | Q4 2025 | Feb 13, 2026 |
| Cardinal Point Capital Management ULC | History | Added to | 581,804 | 195,061 | 12.75% | 13.03% | 109 | +12,230 | 2.15% | Q4 2025 | Feb 05, 2026 |
| Sendero Wealth Management, LLC | History | Added to | 579,358 | 194,241 | 21.53% | 21.81% | 110 | +12,369 | 2.18% | Q4 2025 | Jan 13, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 578,222 | 193,860 | 0.68% | 0.68% | 111 | +16,297 | 2.9% | Q4 2025 | Feb 06, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 572,413 | 191,912 | 0.79% | 0.79% | 112 | +44,864 | 8.5% | Q4 2025 | Feb 13, 2026 |
| Tanglewood Wealth Management, Inc. | History | Added to | 563,822 | 189,032 | 17.33% | 17.05% | 113 | +4,916 | 0.88% | Q4 2025 | Jan 29, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 563,684 | 188,986 | 0.03% | 0.03% | 114 | -51,920 | -8.43% | Q4 2025 | Feb 17, 2026 |
| Briaud Financial Planning, Inc | History | Added to | 550,273 | 184,490 | 45.45% | 36.4% | 115 | +210,827 | 62.11% | Q4 2025 | Jan 28, 2026 |
| Zhang Financial LLC | History | Reduced | 547,888 | 183,690 | 6.85% | 7.33% | 116 | -2,070 | -0.38% | Q4 2025 | Feb 10, 2026 |
| Oakwell Private Wealth Management, LLC | History | Added to | 540,662 | 181,267 | 33.84% | 34.05% | 117 | +24,041 | 4.65% | Q4 2025 | Jan 30, 2026 |
| CHAI TRUST CO LLC | History | Added to | 540,160 | 181,099 | 15.61% | 11.69% | 118 | +1,545 | 0.29% | Q4 2025 | Feb 17, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | Added to | 529,750 | 177,609 | 7.25% | 7.26% | 119 | +3,591 | 0.68% | Q4 2025 | Jan 16, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 527,290 | 176,784 | 1.34% | 1.49% | 120 | -45,774 | -7.99% | Q4 2025 | Feb 12, 2026 |
| Compass Ion Advisors, LLC | History | Reduced | 520,919 | 174,648 | 16.63% | 16.55% | 121 | -2,176 | -0.42% | Q4 2025 | Jan 29, 2026 |
| GLENMEDE TRUST CO NA | History | New | 509,439 | 170,799 | 0.81% | — | 122 | +509,439 | New | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 508,745 | 170,566 | 0.03% | 0.02% | 123 | +73,005 | 16.75% | Q4 2025 | Feb 12, 2026 |
| Joel Isaacson & Co., LLC | History | Added to | 508,271 | 170,407 | 5.63% | 5.89% | 124 | +11,034 | 2.22% | Q4 2025 | Jan 30, 2026 |
| Topsail Wealth Management, LLC | History | Added to | 508,061 | 170,337 | 24.95% | 25.09% | 125 | +57,561 | 12.78% | Q4 2025 | Feb 04, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 501,579 | 168,164 | 2.06% | 2.48% | 126 | -155,437 | -23.66% | Q4 2025 | Feb 11, 2026 |
| Legacy Private Trust Co. | History | Reduced | 494,894 | 165,923 | 9.74% | 9.91% | 127 | -11,668 | -2.3% | Q4 2025 | Jan 08, 2026 |
| AlTi Global, Inc. | History | Added to | 492,560 | 165,140 | 3.54% | 3.79% | 128 | +1,054 | 0.21% | Q4 2025 | Feb 13, 2026 |
| ALPS ADVISORS INC | History | Reduced | 486,187 | 163,003 | 0.95% | 0.9% | 129 | -7,615 | -1.54% | Q4 2025 | Feb 12, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Added to | 481,663 | 161,487 | 5.23% | 0.13% | 130 | +471,279 | 4538.51% | Q4 2025 | Feb 17, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 479,820 | 160,869 | 0.39% | 0.41% | 131 | +10,430 | 2.22% | Q4 2025 | Feb 13, 2026 |
| Beacon Wealthcare LLC | History | Reduced | 465,364 | 156,022 | 53.58% | 54.18% | 132 | -4,630 | -0.99% | Q4 2025 | Jan 06, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Added to | 464,488 | 155,729 | 12.79% | 11.65% | 133 | +1,462 | 0.32% | Q4 2025 | Feb 17, 2026 |
| Diversified Portfolios, Inc. | History | Added to | 458,478 | 153,714 | 12.8% | 12.85% | 134 | +14,857 | 3.35% | Q4 2025 | Feb 09, 2026 |
| Towneley Capital Management, Inc / DE | History | Added to | 457,922 | 153,527 | 32.37% | 32.56% | 135 | +1,137 | 0.25% | Q4 2025 | Jan 30, 2026 |
| Lido Advisors, LLC | History | Added to | 451,913 | 148,984 | 0.45% | 0.46% | 136 | +5,344 | 1.2% | Q4 2025 | Feb 10, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 444,277 | 148,952 | 5.2% | 5.69% | 137 | -32,856 | -6.89% | Q4 2025 | Jan 13, 2026 |
| Wedmont Private Capital | History | Added to | 425,885 | 144,822 | 5.03% | 4.86% | 138 | +28,965 | 7.3% | Q4 2025 | Jan 08, 2026 |
| FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | History | Added to | 431,347 | 144,613 | 26.51% | 26.81% | 139 | +320 | 0.07% | Q4 2025 | Jan 29, 2026 |
| Gleason Group, Inc. | History | Added to | 420,303 | 140,915 | 13.82% | 13.83% | 140 | +602 | 0.14% | Q4 2025 | Jan 15, 2026 |
| NewEdge Advisors, LLC | History | Added to | 420,148 | 140,862 | 0.51% | 0.6% | 141 | +20,431 | 5.11% | Q4 2025 | Feb 18, 2026 |
| Sage Mountain Advisors LLC | History | Added to | 417,067 | 139,829 | 7.42% | 7.79% | 142 | +2,769 | 0.67% | Q4 2025 | Jan 23, 2026 |
| Roble, Belko & Company, Inc | History | Added to | 416,656 | 139,692 | 18.31% | 18.53% | 143 | +116 | 0.03% | Q4 2025 | Jan 12, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 416,102 | 139,506 | 0.85% | 1.16% | 144 | -136,741 | -24.73% | Q4 2025 | Jan 29, 2026 |
| Golden Reserve Retirement LLC | History | Added to | 414,424 | 138,943 | 25.65% | 30.09% | 145 | +61,191 | 17.32% | Q4 2025 | Jan 29, 2026 |
| D'Orazio & Associates, Inc. | History | Added to | 408,161 | 136,844 | 17.49% | 17.43% | 146 | +5,902 | 1.47% | Q4 2025 | Feb 04, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 404,365 | 135,571 | 0.23% | 0.21% | 147 | +25,310 | 6.68% | Q4 2025 | Feb 12, 2026 |
| MAI Capital Management | History | Added to | 403,542 | 135,295 | 0.78% | 0.81% | 148 | +8,693 | 2.2% | Q4 2025 | Feb 13, 2026 |
| CITIGROUP INC | History | Reduced | 400,528 | 134,285 | 0.06% | 0.12% | 149 | -411,468 | -50.67% | Q4 2025 | Feb 13, 2026 |
| Equitable Holdings, Inc. | History | Added to | 393,707 | 131,998 | 0.9% | 0.92% | 150 | +12,831 | 3.37% | Q4 2025 | Feb 17, 2026 |
| Revolve Wealth Partners, LLC | History | Reduced | 386,330 | 129,524 | 15.23% | 15.4% | 151 | -4,703 | -1.2% | Q4 2025 | Jan 20, 2026 |
| Astoria Strategic Wealth, Inc. | History | Added to | 385,345 | 129,194 | 32.52% | 31.9% | 152 | +865 | 0.22% | Q4 2025 | Feb 05, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 382,593 | 128,272 | 0.24% | 0.24% | 153 | -3,331 | -0.86% | Q4 2025 | Feb 12, 2026 |
| Efficient Advisors, LLC | History | Reduced | 375,633 | 125,938 | 7.35% | 7.12% | 154 | -9,252 | -2.4% | Q4 2025 | Jan 21, 2026 |
| Avalon Advisory Group | History | Reduced | 370,979 | 124,378 | 50.75% | 50.78% | 155 | -10,796 | -2.83% | Q4 2025 | Jan 29, 2026 |
| Heck Capital Advisors, LLC | History | Reduced | 358,134 | 120,071 | 8.95% | 9.26% | 156 | -6,118 | -1.68% | Q4 2025 | Jan 16, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 355,564 | 119,209 | 2.34% | 2.51% | 157 | -11,018 | -3.01% | Q4 2025 | Jan 14, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 354,860 | 118,973 | 1.53% | 1.57% | 158 | -4,650 | -1.29% | Q4 2025 | Feb 05, 2026 |
| NewSquare Capital LLC | History | Reduced | 352,810 | 118,286 | 10.43% | 8.79% | 159 | -42,152 | -10.67% | Q4 2025 | Feb 17, 2026 |
| Seaside Wealth Management, Inc. | History | Added to | 348,344 | 116,789 | 33.32% | 33.75% | 160 | +1,788 | 0.52% | Q4 2025 | Feb 17, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 346,176 | 116,062 | 0.04% | 0.03% | 161 | +72,139 | 26.32% | Q4 2025 | Feb 17, 2026 |
| BIP Wealth, LLC | History | Added to | 344,071 | 115,356 | 4.07% | 5.27% | 162 | +18,732 | 5.76% | Q4 2025 | Jan 21, 2026 |
| Cliffwater LLC | History | Reduced | 344,018 | 115,338 | 24.21% | 24.07% | 163 | -4,086 | -1.17% | Q4 2025 | Feb 12, 2026 |
| GeoWealth Management, LLC | History | Added to | 342,653 | 114,881 | 4.23% | 4.1% | 164 | +303 | 0.09% | Q4 2025 | Feb 17, 2026 |
| LANDAAS & CO /WI /ADV | History | Reduced | 341,318 | 114,436 | 25.18% | 25.73% | 165 | -3,655 | -1.06% | Q4 2025 | Jan 21, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 338,130 | 113,364 | 0.3% | 0.25% | 166 | +46,657 | 16.01% | Q4 2025 | Feb 17, 2026 |
| LHM, INC. | History | Reduced | 337,826 | 113,262 | 42.14% | 42.52% | 167 | -52,821 | -13.52% | Q4 2025 | Feb 10, 2026 |
| Bell Bank | History | Reduced | 333,970 | 111,970 | 4.79% | 4.89% | 168 | -9,923 | -2.89% | Q4 2025 | Jan 14, 2026 |
| TruWealth Advisors, LLC | History | Reduced | 331,634 | 111,186 | 5.44% | 5.58% | 169 | -4,773 | -1.42% | Q4 2025 | Jan 07, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 331,482 | 111,135 | 0.06% | 0.07% | 170 | -11,300 | -3.3% | Q4 2025 | Feb 13, 2026 |
| GM Advisory Group, LLC | History | Added to | 330,625 | 110,848 | 4.34% | 4.52% | 171 | +6,691 | 2.07% | Q4 2025 | Feb 13, 2026 |
| REGIONS FINANCIAL CORP | History | New | 330,541 | 110,820 | 0.71% | — | 172 | +330,541 | New | Q4 2025 | Jan 27, 2026 |
| Parkwood LLC | History | Reduced | 329,545 | 110,487 | 8.56% | 12.15% | 173 | -77,000 | -18.94% | Q4 2025 | Feb 17, 2026 |
| BANK OF HAWAII | History | Added to | 328,228 | 110,044 | 5.44% | 5.35% | 174 | +1,974 | 0.61% | Q4 2025 | Mar 03, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 328,132 | 110,012 | 2.19% | 2.26% | 175 | -19,274 | -5.55% | Q4 2025 | Feb 05, 2026 |
| Omnia Family Wealth, LLC | History | Reduced | 326,639 | 109,512 | 32.34% | 35.03% | 176 | -1,253 | -0.38% | Q4 2025 | Jan 16, 2026 |
| Kinsale Capital Group, Inc. | History | No change | 326,312 | 109,402 | 18.16% | 19.57% | 177 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| HRT FINANCIAL LP | History | Reduced | 324,216 | 108,699 | 0.34% | 0.41% | 178 | -17,845 | -5.22% | Q4 2025 | Feb 12, 2026 |
| CENTRAL TRUST Co | History | Reduced | 323,846 | 108,575 | 2.13% | 2.24% | 179 | -3,186 | -0.97% | Q4 2025 | Feb 02, 2026 |
| Segment Wealth Management, LLC | History | Added to | 322,570 | 108,148 | 6.27% | 6.34% | 180 | +267 | 0.08% | Q4 2025 | Jan 29, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | Reduced | 320,146 | 107,335 | 4.96% | 5.26% | 181 | -4,072 | -1.26% | Q4 2025 | Feb 11, 2026 |
| HUB Investment Partners, LLC | History | Reduced | 318,841 | 106,897 | 2.77% | 3.53% | 182 | -5,142 | -1.59% | Q4 2025 | Feb 17, 2026 |
| Busey Bank | History | Added to | 317,120 | 106,320 | 2.8% | 2.87% | 183 | +3,721 | 1.19% | Q4 2025 | Jan 27, 2026 |
| MATHER GROUP, LLC. | History | Added to | 315,825 | 105,886 | 1.09% | 0.41% | 184 | +191,125 | 153.27% | Q4 2025 | Jan 13, 2026 |
| Waverly Advisors, LLC | History | Added to | 315,628 | 105,820 | 0.86% | 0.85% | 185 | +54,430 | 20.84% | Q4 2025 | Feb 17, 2026 |
| Yarbrough Capital, LLC | History | No change | 310,912 | 104,239 | 3.25% | 3.18% | 186 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Rainwater Charitable Foundation | History | Added to | 306,061 | 102,613 | 60.55% | 58.59% | 187 | +21,334 | 7.49% | Q4 2025 | Feb 05, 2026 |
| SAM Advisors, LLC | History | Reduced | 305,780 | 102,518 | 32.44% | 32.9% | 188 | -5,270 | -1.69% | Q4 2025 | Feb 12, 2026 |
| Modern Wealth Management, LLC | History | Added to | 305,158 | 102,310 | 1.87% | 1.93% | 189 | +7,466 | 2.51% | Q4 2025 | Feb 17, 2026 |
| Merit Financial Group, LLC | History | Reduced | 305,016 | 102,262 | 0.82% | 1.19% | 190 | -91,256 | -23.03% | Q4 2025 | Jan 26, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 303,679 | 101,814 | 0.14% | 0.3% | 191 | -316,585 | -51.04% | Q4 2025 | Feb 17, 2026 |
| EAGLE CAPITAL MANAGEMENT LLC | History | New | 300,316 | 100,686 | 0.31% | — | 192 | +300,316 | New | Q4 2025 | Feb 17, 2026 |
| Stash Investments, LLC | History | Added to | 299,177 | 100,305 | 40.21% | 40.51% | 193 | +12,216 | 4.26% | Q4 2025 | Jan 06, 2026 |
| BESSEMER GROUP INC | History | Added to | 298,078 | 99,936 | 0.15% | 0.13% | 194 | +39,274 | 15.18% | Q4 2025 | Feb 05, 2026 |
| Composition Wealth, LLC | History | Reduced | 297,275 | 99,667 | 1.43% | 1.48% | 195 | -3,825 | -1.27% | Q4 2025 | Feb 02, 2026 |
| BRIGHTON JONES LLC | History | Added to | 295,388 | 99,034 | 3.65% | 2.32% | 196 | +915 | 0.31% | Q4 2025 | Jan 27, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 287,504 | 96,391 | 0.31% | 0.31% | 197 | -8,475 | -2.86% | Q4 2025 | Feb 02, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 285,723 | 95,804 | 0.72% | — | 198 | +285,723 | New | Q4 2025 | Feb 18, 2026 |
| AEGON USA Investment Management, LLC | History | Reduced | 284,368 | 95,340 | 67.38% | 64.85% | 199 | -5,760 | -1.99% | Q4 2025 | Feb 09, 2026 |
| COMERICA BANK | History | Reduced | 283,195 | 94,946 | 0.38% | 0.36% | 200 | -6,037 | -2.09% | Q4 2025 | Jan 29, 2026 |
| KMT WEALTH MANAGEMENT, LLC | History | Added to | 283,018 | 94,887 | 50.79% | 49.54% | 201 | +2,714 | 0.97% | Q4 2025 | Feb 05, 2026 |
| Global Endowment Management, LP | History | Reduced | 281,603 | 94,413 | 11.79% | 12.62% | 202 | -25,536 | -8.31% | Q4 2025 | Feb 13, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Added to | 279,269 | 94,315 | 2.79% | 0.28% | 203 | +265,633 | 1948.03% | Q4 2025 | Feb 13, 2026 |
| Luminvest Wealth Management LLC | History | Added to | 280,640 | 94,090 | 26.1% | 27.8% | 204 | +20,736 | 7.98% | Q4 2025 | Jan 26, 2026 |
| AMG National Trust Bank | History | Reduced | 276,015 | 92,539 | 2.18% | 2.24% | 205 | -4,796 | -1.71% | Q4 2025 | Jan 30, 2026 |
| GP Brinson Investments LLC | History | Reduced | 275,843 | 92,481 | 39.84% | 37.99% | 206 | -8,040 | -2.83% | Q4 2025 | Jan 02, 2026 |
| CHERRYDALE WEALTH MANAGEMENT, LLC | History | Added to | 272,130 | 91,236 | 27.69% | 27.58% | 207 | +4,681 | 1.75% | Q4 2025 | Jan 13, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | Added to | 269,838 | 90,468 | 2.59% | 2.56% | 208 | +3,831 | 1.44% | Q4 2025 | Feb 13, 2026 |
| AllGen Financial Advisors, Inc. | History | Added to | 269,236 | 90,266 | 21.41% | 21.51% | 209 | +2,478 | 0.93% | Q4 2025 | Jan 22, 2026 |
| GSG Advisors LLC | History | Reduced | 266,545 | 89,364 | 23.07% | 23.25% | 210 | -275 | -0.1% | Q4 2025 | Jan 08, 2026 |
| Turim 21 Investimentos Ltda. | History | Reduced | 130,926 | 89,281 | 34.47% | 29.38% | 211 | -152 | -0.12% | Q4 2025 | Feb 17, 2026 |
| Sunesis Advisors, LLC | History | Reduced | 265,643 | 89,062 | 40.33% | 41.49% | 212 | -5,027 | -1.86% | Q4 2025 | Feb 02, 2026 |
| EP Wealth Advisors, LLC | History | New | 258,572 | 86,691 | 0.45% | — | 213 | +258,572 | New | Q4 2025 | Feb 18, 2026 |
| Circle Wealth Management, LLC | History | Reduced | 258,479 | 86,660 | 1.33% | 1.66% | 214 | -1,067 | -0.41% | Q4 2025 | Feb 13, 2026 |
| TD Capital Management LLC | History | Added to | 257,515 | 86,337 | 7.66% | 7.52% | 215 | +3,179 | 1.25% | Q4 2025 | Feb 26, 2026 |
| Garde Capital, Inc. | History | Added to | 255,877 | 85,787 | 5.08% | 4.02% | 216 | +4,074 | 1.62% | Q4 2025 | Feb 10, 2026 |
| Regent Peak Wealth Advisors LLC | History | Reduced | 255,627 | 85,704 | 16.9% | 16.81% | 217 | -32 | -0.01% | Q4 2025 | Jan 08, 2026 |
| SYM FINANCIAL Corp | History | Added to | 255,624 | 85,702 | 8.8% | 8.87% | 218 | +2,983 | 1.18% | Q4 2025 | Feb 13, 2026 |
| Litman Gregory Wealth Management LLC | History | Reduced | 249,749 | 83,733 | 6.12% | 6.2% | 219 | -4,438 | -1.75% | Q4 2025 | Feb 12, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Added to | 249,657 | 83,702 | 13.48% | 14.01% | 220 | +11,516 | 4.84% | Q4 2025 | Feb 17, 2026 |
| Baker Avenue Asset Management, LP | History | Added to | 247,353 | 82,930 | 1.91% | 1.84% | 221 | +12,550 | 5.34% | Q4 2025 | Feb 10, 2026 |
| &PARTNERS | History | Added to | 243,688 | 81,705 | 0.43% | 0.25% | 222 | +124,460 | 104.39% | Q4 2025 | Feb 17, 2026 |
| Haverford Trust Co | History | Added to | 241,553 | 80,985 | 0.72% | 0.7% | 223 | +4,910 | 2.07% | Q4 2025 | Feb 13, 2026 |
| Shade Tree Advisors LLC | History | Added to | 241,531 | 80,978 | 61.53% | 67.39% | 224 | +4,266 | 1.8% | Q4 2025 | Feb 04, 2026 |
| MorganRosel Wealth Management, LLC | History | Reduced | 239,227 | 80,205 | 20.07% | 20.36% | 225 | -252 | -0.11% | Q4 2025 | Feb 13, 2026 |
| Prospera Capital Management, LLC | History | Reduced | 238,231 | 79,871 | 40.3% | 40.24% | 226 | -15,369 | -6.06% | Q4 2025 | Jan 20, 2026 |
| Hassell Wealth Management, LLC | History | Reduced | 233,348 | 79,770 | 26.68% | 27.26% | 227 | -6,139 | -2.56% | Q4 2025 | Jan 26, 2026 |
| Wilmington Savings Fund Society, FSB | History | Reduced | 237,884 | 79,755 | 1.87% | 1.91% | 228 | -3,970 | -1.64% | Q4 2025 | Feb 12, 2026 |
| St. Louis Trust Co | History | Added to | 236,631 | 79,335 | 9.1% | 9.65% | 229 | +657 | 0.28% | Q4 2025 | Feb 09, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 236,329 | 79,234 | 0.9% | 0.94% | 230 | -7,169 | -2.94% | Q4 2025 | Jan 20, 2026 |
| Northstar Group, Inc. | History | Added to | 236,273 | 79,214 | 10.79% | 11.04% | 231 | +5,309 | 2.3% | Q4 2025 | Feb 13, 2026 |
| Hirtle Callaghan & Co LLC | History | Added to | 236,180 | 79,184 | 2.7% | 2.63% | 232 | +8,383 | 3.68% | Q4 2025 | Feb 04, 2026 |
| Operose Advisors LLC | History | Reduced | 235,837 | 79,070 | 18.42% | 19.62% | 233 | -3,985 | -1.66% | Q4 2025 | Feb 10, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Added to | 235,463 | 78,943 | 4.62% | 4.59% | 234 | +1,867 | 0.8% | Q4 2025 | Jan 15, 2026 |
| Nadler Financial Group, Inc. | History | Reduced | 231,435 | 77,593 | 7.22% | 7.33% | 235 | -3,001 | -1.28% | Q4 2025 | Jan 28, 2026 |
| Bridgewater Advisors Inc. | History | Added to | 224,852 | 76,242 | 4.94% | 4.76% | 236 | +16,625 | 7.98% | Q4 2025 | Jan 23, 2026 |
| Evensky & Katz LLC | History | Reduced | 226,168 | 75,827 | 4.28% | 4.48% | 237 | -9,192 | -3.91% | Q4 2025 | Feb 05, 2026 |
| Ellevest, Inc. | History | Added to | 225,671 | 75,660 | 10.46% | 10.31% | 238 | +5,730 | 2.61% | Q4 2025 | Feb 10, 2026 |
| NewEdge Wealth, LLC | History | Added to | 224,567 | 75,290 | 0.85% | 0.58% | 239 | +102,513 | 83.99% | Q4 2025 | Feb 03, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | Reduced | 224,527 | 75,277 | 8.68% | 9.71% | 240 | -8,233 | -3.54% | Q4 2025 | Feb 17, 2026 |
| COMMERCE BANK | History | Reduced | 223,742 | 75,013 | 0.41% | 0.41% | 241 | -573 | -0.26% | Q4 2025 | Feb 13, 2026 |
| Baker Ellis Asset Management LLC | History | Reduced | 223,174 | 74,823 | 9.0% | 9.22% | 242 | -5,000 | -2.19% | Q4 2025 | Jan 21, 2026 |
| Abacus Planning Group, Inc. | History | Added to | 222,500 | 74,597 | 9.93% | 10.05% | 243 | +637 | 0.29% | Q4 2025 | Jan 16, 2026 |
| GuidedMoney, LLC | History | New | 222,195 | 74,495 | 39.79% | — | 244 | +222,195 | New | Q4 2025 | Feb 23, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 220,930 | 74,071 | 0.17% | 0.17% | 245 | -2,152 | -0.96% | Q4 2025 | Feb 11, 2026 |
| WBH ADVISORY INC | History | Added to | 214,675 | 71,974 | 5.33% | 5.29% | 246 | +3,649 | 1.73% | Q4 2025 | Jan 26, 2026 |
| Independent Order of Foresters | History | No change | 213,865 | 71,702 | 41.75% | 41.73% | 247 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| ETF Portfolio Partners, Inc. | History | Added to | 213,323 | 71,520 | 18.45% | 18.45% | 248 | +2,008 | 0.95% | Q4 2025 | Jan 20, 2026 |
| Morningstar Investment Management LLC | History | Reduced | 213,319 | 71,519 | 4.22% | 2.65% | 249 | -6,014 | -2.74% | Q4 2025 | Feb 09, 2026 |
| First Bank & Trust | History | No change | 212,908 | 71,381 | 11.63% | 11.76% | 250 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| LIBRA WEALTH LLC | History | Added to | 211,271 | 70,832 | 19.82% | 19.78% | 251 | +10,582 | 5.27% | Q4 2025 | Jan 28, 2026 |
| Tidal Investments LLC | History | Reduced | 210,680 | 70,634 | 0.17% | 0.5% | 252 | -553,410 | -72.43% | Q4 2025 | Feb 13, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 210,575 | 70,599 | 0.6% | 0.52% | 253 | +6,389 | 3.13% | Q4 2025 | Jan 05, 2026 |
| Prentice Wealth Management LLC | History | Added to | 210,219 | 70,480 | 16.1% | 16.64% | 254 | +4,520 | 2.2% | Q4 2025 | Jan 30, 2026 |
| Asset Allocation & Management Company, LLC | History | Added to | 209,126 | 70,114 | 27.92% | 26.8% | 255 | +15,510 | 8.01% | Q4 2025 | Jan 12, 2026 |
| CHOREO, LLC | History | Added to | 207,438 | 70,082 | 0.89% | 0.86% | 256 | +7,722 | 3.87% | Q4 2025 | Jan 23, 2026 |
| Affiance Financial, LLC | History | Added to | 207,374 | 69,526 | 11.18% | 11.55% | 257 | +14,019 | 7.25% | Q4 2025 | Jan 21, 2026 |
| Nicholas Hoffman & Company, LLC. | History | Added to | 207,371 | 69,525 | 1.61% | 1.48% | 258 | +20,833 | 11.17% | Q4 2025 | Feb 02, 2026 |
| Unconventional Investor, LLC | History | Added to | 204,898 | 68,696 | 32.63% | 33.21% | 259 | +3,139 | 1.56% | Q4 2025 | Feb 05, 2026 |
| CWM, LLC | History | Reduced | 202,911 | 68,030 | 0.18% | 0.21% | 260 | -13,032 | -6.03% | Q4 2025 | Jan 26, 2026 |
| BAILARD, INC. | History | Reduced | 202,079 | 67,751 | 1.5% | 1.47% | 261 | -3,825 | -1.86% | Q4 2025 | Feb 04, 2026 |
| Cedar Wealth Management, LLC | History | Reduced | 201,060 | 67,409 | 20.16% | 20.22% | 262 | -11 | -0.01% | Q4 2025 | Feb 06, 2026 |
| Tanager Wealth Management LLP | History | Reduced | 198,899 | 66,684 | 6.66% | 7.07% | 263 | -6,238 | -3.04% | Q4 2025 | Jan 26, 2026 |
| Obsido Oy | History | Added to | 197,497 | 66,214 | 40.68% | 40.32% | 264 | +12,922 | 7.0% | Q4 2025 | Feb 17, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 194,223 | 65,117 | 0.36% | 0.36% | 265 | +784 | 0.41% | Q4 2025 | Feb 12, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 194,064 | 65,063 | 0.7% | 0.83% | 266 | +25,872 | 15.38% | Q4 2025 | Jan 23, 2026 |
| Obermeyer Wealth Partners | History | Added to | 192,403 | 64,506 | 2.95% | 1.65% | 267 | +85,344 | 79.72% | Q4 2025 | Jan 29, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 192,215 | 64,443 | 0.63% | 0.68% | 268 | -8,317 | -4.15% | Q4 2025 | Feb 13, 2026 |
| Arlington Trust Co LLC | History | Added to | 191,875 | 64,329 | 6.56% | 11.19% | 269 | +2,394 | 1.26% | Q4 2025 | Jan 30, 2026 |
| SMITH, MOORE & CO. | History | Added to | 188,350 | 63,148 | 4.77% | 4.7% | 270 | +1,341 | 0.72% | Q4 2025 | Jan 23, 2026 |
| Advisory Services Network, LLC | History | Added to | 187,798 | 62,963 | 0.89% | 0.64% | 271 | +55,040 | 41.46% | Q4 2025 | Feb 17, 2026 |
| Winthrop Advisory Group LLC | History | Reduced | 187,759 | 62,949 | 5.33% | 5.51% | 272 | -3,690 | -1.93% | Q4 2025 | Jan 21, 2026 |
| Main Street Financial Solutions, LLC | History | Added to | 187,545 | 62,878 | 4.71% | 3.94% | 273 | +16 | 0.01% | Q4 2025 | Feb 17, 2026 |
| Procyon Advisors, LLC | History | Reduced | 186,835 | 62,640 | 3.09% | 3.64% | 274 | -434 | -0.23% | Q4 2025 | Jan 07, 2026 |
| HANOVER ADVISORS INC | History | Reduced | 186,480 | 62,521 | 24.27% | 23.77% | 275 | -203 | -0.11% | Q4 2025 | Feb 17, 2026 |
| HOWE & RUSLING INC | History | Added to | 185,785 | 62,288 | 4.12% | 4.07% | 276 | +4,851 | 2.68% | Q4 2025 | Feb 17, 2026 |
| Clarius Group, LLC | History | Added to | 185,545 | 62,207 | 3.55% | 3.6% | 277 | +184 | 0.1% | Q4 2025 | Jan 14, 2026 |
| Everhart Financial Group, Inc. | History | Reduced | 184,403 | 61,824 | 5.73% | 6.67% | 278 | -18,401 | -9.07% | Q4 2025 | Jan 07, 2026 |
| Wellspring Financial Advisors, LLC | History | Reduced | 6,172,054 | 61,736 | 4.88% | 5.6% | 279 | -1,290 | -0.02% | Q4 2025 | Feb 11, 2026 |
| NORTH STAR ASSET MANAGEMENT INC | History | Added to | 184,061 | 61,710 | 2.49% | 2.42% | 280 | +2,196 | 1.21% | Q4 2025 | Feb 09, 2026 |
| PENNINGTON PARTNERS & CO., LLC | History | Added to | 178,792 | 59,943 | 24.02% | 25.23% | 281 | +17,099 | 10.57% | Q4 2025 | Feb 17, 2026 |
| Beacon Capital Management, LLC | History | Reduced | 178,298 | 59,777 | 9.27% | 8.6% | 282 | -6,166 | -3.34% | Q4 2025 | Feb 13, 2026 |
| Magnolia Wealth Management, LLC | History | Added to | 176,424 | 59,149 | 35.34% | 35.56% | 283 | +1,255 | 0.72% | Q4 2025 | Jan 27, 2026 |
| WealthPlan Investment Management, LLC | History | Reduced | 176,127 | 59,050 | 3.76% | 3.99% | 284 | -7,031 | -3.84% | Q4 2025 | Feb 05, 2026 |
| Kearns & Associates LLC | History | Reduced | 174,771 | 58,595 | 30.27% | 30.45% | 285 | -46 | -0.03% | Q4 2025 | Jan 08, 2026 |
| PROFFITT & GOODSON INC | History | Reduced | 173,701 | 58,236 | 8.12% | 8.3% | 286 | -2,674 | -1.52% | Q4 2025 | Jan 27, 2026 |
| Manske Wealth Management | History | Added to | 173,282 | 58,096 | 17.17% | 17.38% | 287 | +597 | 0.35% | Q4 2025 | Feb 03, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Reduced | 172,387 | 57,796 | 3.98% | 4.31% | 288 | -2,452 | -1.4% | Q4 2025 | Feb 02, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 170,887 | 57,293 | 0.66% | 0.66% | 289 | -2,146 | -1.24% | Q4 2025 | Jan 21, 2026 |
| Greenline Partners, LLC | History | Reduced | 170,770 | 57,254 | 6.55% | 6.83% | 290 | -434 | -0.25% | Q4 2025 | Feb 17, 2026 |
| Johnson Financial Group, LLC | History | Reduced | 169,315 | 56,766 | 3.51% | 5.42% | 291 | -11,300 | -6.26% | Q4 2025 | Feb 10, 2026 |
| Arax Advisory Partners | History | New | 169,215 | 56,732 | 1.65% | — | 292 | +169,215 | New | Q4 2025 | Feb 13, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 169,123 | 56,701 | 0.65% | 0.84% | 293 | +20,602 | 13.87% | Q4 2025 | Jan 29, 2026 |
| Choate Investment Advisors | History | Added to | 168,906 | 56,629 | 1.11% | 0.97% | 294 | +25,549 | 17.82% | Q4 2025 | Feb 09, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 168,543 | 56,507 | 1.47% | 1.78% | 295 | -10,278 | -5.75% | Q4 2025 | Feb 02, 2026 |
| Invst, LLC | History | Added to | 167,456 | 56,142 | 6.1% | 6.17% | 296 | +2,092 | 1.27% | Q4 2025 | Feb 11, 2026 |
| BostonPremier Wealth LLC | History | Added to | 166,995 | 55,988 | 28.69% | 26.48% | 297 | +4,538 | 2.79% | Q4 2025 | Jan 13, 2026 |
| TAIYO LIFE INSURANCE CO | History | No change | 166,000 | 55,655 | 4.76% | 4.77% | 298 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Reduced | 163,722 | 54,891 | 0.83% | 0.91% | 299 | -11,889 | -6.77% | Q4 2025 | Jan 22, 2026 |
| a16z Perennial Management, L.P. | History | New | 105,141 | 54,770 | 4.11% | — | 300 | +105,141 | New | Q4 2025 | Feb 10, 2026 |
| Evanson Asset Management, LLC | History | Reduced | 162,929 | 54,625 | 2.95% | 3.05% | 301 | -1,864 | -1.13% | Q4 2025 | Jan 12, 2026 |
| Tumwater Wealth Management, LLC | History | Added to | 162,871 | 54,605 | 22.25% | 23.66% | 302 | +531 | 0.33% | Q4 2025 | Jan 29, 2026 |
| Wood Tarver Financial Group, LLC | History | Reduced | 161,984 | 54,308 | 15.25% | 15.75% | 303 | -702 | -0.43% | Q4 2025 | Feb 12, 2026 |
| Quaker Wealth Management, LLC | History | Reduced | 161,000 | 53,978 | 17.1% | 19.53% | 304 | -21,964 | -12.0% | Q4 2025 | Jan 28, 2026 |
| Equita Financial Network, Inc. | History | Added to | 160,138 | 53,689 | 16.18% | 16.52% | 305 | +11,197 | 7.52% | Q4 2025 | Jan 29, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Added to | 160,026 | 53,651 | 0.59% | 0.57% | 306 | +8,328 | 5.49% | Q4 2025 | Feb 12, 2026 |
| Smith & Howard Wealth Management, LLC | History | Reduced | 159,468 | 53,464 | 12.02% | 12.71% | 307 | -8,430 | -5.02% | Q4 2025 | Feb 03, 2026 |
| OPUS INVESTMENT MANAGEMENT INC | History | Added to | 158,711 | 53,211 | 32.38% | 31.98% | 308 | +1,557 | 0.99% | Q4 2025 | Feb 12, 2026 |
| REAP Financial Group, LLC | History | Added to | 158,259 | 53,059 | 10.78% | 10.38% | 309 | +12,720 | 8.74% | Q4 2025 | Feb 10, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 157,844 | 52,920 | 0.82% | 0.84% | 310 | +2,569 | 1.65% | Q4 2025 | Feb 12, 2026 |
| Nuveen, LLC | History | Added to | 157,379 | 52,764 | 0.01% | 0.01% | 311 | +34,779 | 28.37% | Q4 2025 | Feb 12, 2026 |
| Ashford Advisors, LLC | History | Added to | 157,348 | 52,754 | 11.55% | 11.43% | 312 | +307 | 0.2% | Q4 2025 | Jan 23, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Reduced | 157,268 | 52,727 | 0.69% | 0.7% | 313 | -3,900 | -2.42% | Q4 2025 | Jan 22, 2026 |
| Wrenne Financial Planning LLC | History | Added to | 156,885 | 52,598 | 21.4% | 21.27% | 314 | +5,254 | 3.46% | Q4 2025 | Feb 10, 2026 |
| Level Wealth Management LLC | History | Added to | 156,530 | 52,479 | 26.84% | 26.72% | 315 | +1,870 | 1.21% | Q4 2025 | Feb 02, 2026 |
| Family CFO Inc | History | Reduced | 155,086 | 51,995 | 23.25% | 23.48% | 316 | -302 | -0.19% | Q4 2025 | Jan 23, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 154,872 | 51,923 | 0.67% | 0.62% | 317 | +14,831 | 10.59% | Q4 2025 | Feb 09, 2026 |
| Aberdeen Wealth Management LLC | History | New | 154,691 | 51,863 | 24.01% | — | 318 | +154,691 | New | Q4 2025 | Feb 12, 2026 |
| Allegiance Financial Group Advisory Services LLC | History | Added to | 152,943 | 51,277 | 10.78% | 10.96% | 319 | +8,154 | 5.63% | Q4 2025 | Feb 03, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Added to | 152,799 | 51,228 | 0.74% | 0.74% | 320 | +1,554 | 1.03% | Q4 2025 | Feb 09, 2026 |
| Linscomb Wealth, Inc. | History | Reduced | 151,159 | 50,679 | 2.13% | 2.14% | 321 | -557 | -0.37% | Q4 2025 | Feb 10, 2026 |
| JMG Financial Group, Ltd. | History | Reduced | 150,646 | 50,506 | 1.42% | 1.44% | 322 | -3,960 | -2.56% | Q4 2025 | Feb 10, 2026 |
| IFG Advisory, LLC | History | Added to | 150,442 | 50,438 | 2.2% | 2.18% | 323 | +4,421 | 3.03% | Q4 2025 | Feb 10, 2026 |
| Altus Wealth Management, LLC | History | Reduced | 150,156 | 50,342 | 21.7% | 22.04% | 324 | -1,494 | -0.99% | Q4 2025 | Jan 22, 2026 |
| Parallel Advisors, LLC | History | Added to | 149,456 | 50,143 | 0.92% | 0.9% | 325 | +259 | 0.17% | Q4 2025 | Feb 11, 2026 |
| Brooklyn FI, LLC | History | Added to | 149,361 | 50,076 | 10.72% | 10.24% | 326 | +10,864 | 7.84% | Q4 2025 | Jan 21, 2026 |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | History | Added to | 147,614 | 49,490 | 7.14% | 7.03% | 327 | +1,361 | 0.93% | Q4 2025 | Feb 06, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 147,101 | 49,318 | 0.03% | 0.02% | 328 | -1,048 | -0.71% | Q4 2025 | Feb 02, 2026 |
| Tide Cove Capital Partners LLC | History | Added to | 143,404 | 49,229 | 33.98% | 34.67% | 329 | +8,219 | 6.08% | Q4 2025 | Feb 10, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 146,422 | 49,090 | 8.92% | 0.76% | 330 | +558 | 0.38% | Q4 2025 | Mar 04, 2026 |
| jvl associates llc | History | Reduced | 146,032 | 48,960 | 15.94% | 15.92% | 331 | -516 | -0.35% | Q4 2025 | Jan 09, 2026 |
| Diversified Trust Co | History | Added to | 145,901 | 48,916 | 0.9% | 0.72% | 332 | +36,003 | 32.76% | Q4 2025 | Jan 09, 2026 |
| Brookwood Investment Group LLC | History | Added to | 143,955 | 48,263 | 5.79% | 5.85% | 333 | +5,864 | 4.25% | Q4 2025 | Jan 22, 2026 |
| Rosenberg Matthew Hamilton | History | Reduced | 143,911 | 48,249 | 9.99% | 10.35% | 334 | -2,006 | -1.37% | Q4 2025 | Jan 05, 2026 |
| PFG Advisors | History | Reduced | 143,238 | 48,023 | 2.33% | 1.99% | 335 | -4,698 | -3.18% | Q4 2025 | Jan 27, 2026 |
| North Star Investment Management Corp. | History | Added to | 143,019 | 47,949 | 3.01% | 3.0% | 336 | +830 | 0.58% | Q4 2025 | Jan 30, 2026 |
| Clearstead Advisors, LLC | History | Added to | 141,815 | 47,546 | 0.6% | 0.59% | 337 | +3,784 | 2.74% | Q4 2025 | Feb 09, 2026 |
| Tennessee Valley Asset Management Partners | History | Reduced | 141,331 | 47,384 | 6.14% | 6.31% | 338 | -248 | -0.18% | Q4 2025 | Feb 05, 2026 |
| Cypress Capital, LLC | History | Added to | 139,276 | 46,695 | 13.07% | 12.98% | 339 | +970 | 0.7% | Q4 2025 | Feb 06, 2026 |
| SEEDS INVESTOR LLC | History | Added to | 139,239 | 46,682 | 8.95% | 9.61% | 340 | +471 | 0.34% | Q4 2025 | Jan 27, 2026 |
| Red Wave Investments LLC | History | Reduced | 139,064 | 46,624 | 13.87% | 14.06% | 341 | -571 | -0.41% | Q4 2025 | Feb 06, 2026 |
| Optas, LLC | History | Added to | 137,674 | 46,160 | 7.22% | 6.35% | 342 | +23,679 | 20.77% | Q4 2025 | Jan 27, 2026 |
| Gibson Wealth Advisors LLC | History | Added to | 136,286 | 45,692 | 31.32% | 31.25% | 343 | +2,724 | 2.04% | Q4 2025 | Jan 13, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 136,128 | 45,639 | 0.15% | 0.11% | 344 | +51,159 | 60.21% | Q4 2025 | Jan 15, 2026 |
| Pacific Center for Financial Services | History | No change | 138,943 | 45,596 | 11.63% | 11.63% | 345 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Balentine LLC | History | Reduced | 135,570 | 45,452 | 1.72% | 1.68% | 346 | -3,171 | -2.29% | Q4 2025 | Feb 02, 2026 |
| Briggs Wealth Management, Inc | History | New | 135,469 | 45,418 | 48.84% | — | 347 | +135,469 | New | Q4 2025 | Feb 19, 2026 |
| FRG Family Wealth Advisors LLC | History | Reduced | 135,037 | 45,273 | 7.03% | 7.33% | 348 | -3,645 | -2.63% | Q4 2025 | Jan 21, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 134,863 | 45,215 | 0.81% | 0.8% | 349 | +15,669 | 13.15% | Q4 2025 | Jan 16, 2026 |
| Michael & Susan Dell Foundation | History | New | 134,575 | 45,118 | 1.56% | — | 350 | +134,575 | New | Q4 2025 | Feb 17, 2026 |
| Verus Advisory, Inc. | History | New | 133,330 | 45,044 | 29.39% | — | 351 | +133,330 | New | Q4 2025 | Feb 20, 2026 |
| Prudent Man Advisors, LLC | History | Added to | 133,725 | 44,833 | 16.32% | 15.88% | 352 | +2,350 | 1.79% | Q4 2025 | Feb 11, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 133,096 | 44,623 | 2.11% | 1.91% | 353 | -605 | -0.45% | Q4 2025 | Jan 21, 2026 |
| Wick Capital Partners, LLC | History | Added to | 132,797 | 44,522 | 7.98% | 9.96% | 354 | +5,514 | 4.33% | Q4 2025 | Mar 02, 2026 |
| White Wing Wealth Management | History | Reduced | 132,176 | 44,314 | 26.45% | 29.43% | 355 | -11,745 | -8.16% | Q4 2025 | Jan 15, 2026 |
| O'Brien Wealth Partners LLC | History | Reduced | 130,797 | 43,852 | 5.8% | 5.87% | 356 | -1,174 | -0.89% | Q4 2025 | Jan 22, 2026 |
| VERITY Wealth Advisors | History | Reduced | 130,552 | 43,770 | 27.16% | 27.48% | 357 | -2,058 | -1.55% | Q4 2025 | Jan 07, 2026 |
| BCM ADVISORS, LLC | History | Added to | 128,275 | 43,685 | 8.37% | 8.51% | 358 | +3,201 | 2.56% | Q4 2025 | Jan 26, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 129,960 | 43,571 | 0.01% | 0.01% | 359 | +54,325 | 71.83% | Q4 2025 | Feb 11, 2026 |
| Mallini Complete Financial Planning LLC | History | Reduced | 129,757 | 43,503 | 34.97% | 35.07% | 360 | -1,646 | -1.25% | Q4 2025 | Jan 06, 2026 |
| Vise Technologies, Inc. | History | Added to | 128,812 | 43,186 | 0.85% | 0.48% | 361 | +89,557 | 228.14% | Q4 2025 | Feb 11, 2026 |
| Capitol Family Office, Inc. | History | Added to | 128,485 | 43,077 | 50.86% | 50.2% | 362 | +2,371 | 1.88% | Q4 2025 | Jan 26, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 128,375 | 43,040 | 5.36% | 5.51% | 363 | +1,066 | 0.84% | Q4 2025 | Feb 13, 2026 |
| Valmark Advisers, Inc. | History | Added to | 128,244 | 42,996 | 0.53% | 0.53% | 364 | +3,002 | 2.4% | Q4 2025 | Jan 26, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 127,002 | 42,579 | 0.51% | 0.57% | 365 | -67,831 | -34.81% | Q4 2025 | Feb 13, 2026 |
| Lanham O'Dell & Company, Inc. | History | Added to | 126,778 | 42,504 | 12.24% | 8.42% | 366 | +46,180 | 57.3% | Q4 2025 | Jan 12, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 125,790 | 42,173 | 1.04% | 0.91% | 367 | +18,987 | 17.78% | Q4 2025 | Feb 09, 2026 |
| CGN Advisors LLC | History | Reduced | 125,672 | 42,134 | 3.34% | 3.41% | 368 | -675 | -0.53% | Q4 2025 | Jan 05, 2026 |
| Telos Capital Management, Inc. | History | Reduced | 124,363 | 41,695 | 3.89% | 3.95% | 369 | -1,167 | -0.93% | Q4 2025 | Jan 22, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 124,233 | 41,651 | 0.25% | 0.28% | 370 | +5,222 | 4.39% | Q4 2025 | Feb 17, 2026 |
| PENNEY FINANCIAL, LLC | History | Added to | 124,072 | 41,597 | 16.05% | 17.41% | 371 | +5,619 | 4.74% | Q4 2025 | Jan 21, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 123,591 | 41,436 | 2.71% | 2.79% | 372 | -802 | -0.64% | Q4 2025 | Jan 23, 2026 |
| Gotham Asset Management, LLC | History | Added to | 123,463 | 41,393 | 0.15% | 0.17% | 373 | +3,505 | 2.92% | Q4 2025 | Feb 17, 2026 |
| Annex Advisory Services, LLC | History | Added to | 123,140 | 41,285 | 0.79% | 0.85% | 374 | +955 | 0.78% | Q4 2025 | Jan 26, 2026 |
| Morling Financial Advisors, LLC | History | Added to | 122,594 | 41,102 | 12.92% | 12.97% | 375 | +3,093 | 2.59% | Q4 2025 | Feb 06, 2026 |
| COZAD ASSET MANAGEMENT INC | History | Added to | 122,059 | 40,922 | 3.17% | 3.15% | 376 | +1,483 | 1.23% | Q4 2025 | Feb 13, 2026 |
| Scissortail Wealth Management, LLC | History | Added to | 121,510 | 40,740 | 9.29% | 8.54% | 377 | +2,153 | 1.8% | Q4 2025 | Jan 29, 2026 |
| Liberty Capital Management, Inc. | History | Reduced | 121,479 | 40,728 | 7.58% | 7.62% | 378 | -1,953 | -1.58% | Q4 2025 | Jan 26, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 121,390 | 40,698 | 0.22% | 0.27% | 379 | -47,962 | -28.32% | Q4 2025 | Jan 29, 2026 |
| BFSG, LLC | History | Added to | 121,148 | 40,617 | 3.94% | 3.64% | 380 | +6,499 | 5.67% | Q4 2025 | Jan 22, 2026 |
| Breakwater Investment Management | History | Added to | 120,412 | 40,370 | 14.61% | 14.52% | 381 | +426 | 0.36% | Q4 2025 | Feb 02, 2026 |
| Keystone Financial Group | History | Reduced | 119,761 | 40,152 | 2.97% | 3.1% | 382 | -3,824 | -3.09% | Q4 2025 | Feb 06, 2026 |
| OLIO Financial Planning | History | Reduced | 118,730 | 39,806 | 11.17% | 11.97% | 383 | -5,570 | -4.48% | Q4 2025 | Jan 21, 2026 |
| Sterling Wealth Management, Inc. | History | Reduced | 118,131 | 39,605 | 11.3% | 11.83% | 384 | -747 | -0.63% | Q4 2025 | Feb 17, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 116,165 | 39,561 | 0.97% | 0.93% | 385 | +11,193 | 10.66% | Q4 2025 | Jan 28, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 117,904 | 39,529 | 0.06% | 0.04% | 386 | +39,810 | 50.98% | Q4 2025 | Feb 10, 2026 |
| GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. | History | New | 117,623 | 39,435 | 31.43% | — | 387 | +117,623 | New | Q4 2025 | Feb 12, 2026 |
| RIA Advisory Group LLC | History | Added to | 117,060 | 39,246 | 9.44% | 8.34% | 388 | +17,935 | 18.09% | Q4 2025 | Feb 02, 2026 |
| Connecticut Wealth Management, LLC | History | Added to | 116,771 | 39,149 | 1.7% | 1.06% | 389 | +44,009 | 60.48% | Q4 2025 | Feb 12, 2026 |
| Leonard Rickey Investment Advisors P.L.L.C. | History | Added to | 114,798 | 38,488 | 6.96% | 6.93% | 390 | +2,584 | 2.3% | Q4 2025 | Jan 14, 2026 |
| XY Planning Network, Inc. | History | Added to | 114,709 | 38,458 | 6.7% | 7.13% | 391 | +45,798 | 66.46% | Q4 2025 | Jan 26, 2026 |
| First PREMIER Bank | History | Reduced | 114,105 | 38,256 | 8.77% | 8.9% | 392 | -5,297 | -4.44% | Q4 2025 | Jan 23, 2026 |
| M&T BANK CORP | History | Added to | 113,690 | 38,117 | 0.12% | 0.12% | 393 | +920 | 0.82% | Q4 2025 | Jan 30, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Reduced | 113,493 | 38,050 | 4.56% | 4.41% | 394 | -116 | -0.1% | Q4 2025 | Feb 13, 2026 |
| Gryphon Financial Partners LLC | History | Reduced | 113,430 | 38,029 | 4.07% | 4.29% | 395 | -1,189 | -1.04% | Q4 2025 | Jan 08, 2026 |
| One Degree Advisors Inc | History | Reduced | 111,870 | 37,506 | 10.31% | 12.47% | 396 | -12,049 | -9.72% | Q4 2025 | Feb 06, 2026 |
| BWM Planning, LLC | History | Added to | 110,860 | 37,168 | 9.93% | 9.76% | 397 | +10,895 | 10.9% | Q4 2025 | Jan 14, 2026 |
| GenTrust, LLC | History | Reduced | 110,182 | 36,940 | 1.59% | 1.68% | 398 | -2,344 | -2.08% | Q4 2025 | Feb 02, 2026 |
| My Personal CFO, LLC | History | Added to | 109,733 | 36,790 | 15.35% | 9.9% | 399 | +31,867 | 40.93% | Q4 2025 | Jan 15, 2026 |
| Manuka Financial, LLC | History | Added to | 109,718 | 36,784 | 22.84% | 21.87% | 400 | +1,850 | 1.72% | Q4 2025 | Jan 28, 2026 |
| Weinberger Asset Management, Inc | History | Reduced | 109,209 | 36,614 | 13.2% | 13.34% | 401 | -3,108 | -2.77% | Q4 2025 | Feb 09, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 108,792 | 36,474 | 0.07% | 134.4% | 402 | +20,580 | 23.33% | Q4 2025 | Feb 17, 2026 |
| Integris Wealth Management, LLC | History | Added to | 108,525 | 36,385 | 8.28% | 8.26% | 403 | +5,077 | 4.91% | Q4 2025 | Jan 21, 2026 |
| Smithfield Trust Co | History | Added to | 107,913 | 36,174 | 1.6% | 1.58% | 404 | +29 | 0.03% | Q4 2025 | Feb 09, 2026 |
| Atria Investments, Inc | History | Reduced | 107,823 | 36,149 | 0.41% | 0.42% | 405 | -3,106 | -2.8% | Q4 2025 | Feb 05, 2026 |
| Roundview Capital LLC | History | Added to | 107,735 | 36,120 | 2.22% | 2.21% | 406 | +1,248 | 1.17% | Q4 2025 | Feb 09, 2026 |
| Compass Financial Group, INC/SD | History | Reduced | 107,376 | 36,000 | 5.14% | 5.52% | 407 | -4,502 | -4.02% | Q4 2025 | Jan 27, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Added to | 107,374 | 35,999 | 6.82% | 7.16% | 408 | +1,864 | 1.77% | Q4 2025 | Feb 09, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 107,020 | 35,880 | 0.73% | 0.78% | 409 | +1,648 | 1.56% | Q4 2025 | Feb 09, 2026 |
| BBR PARTNERS, LLC | History | Added to | 106,707 | 35,775 | 1.92% | 2.02% | 410 | +13 | 0.01% | Q4 2025 | Feb 11, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 106,195 | 35,604 | 4.13% | 5.41% | 411 | +10,204 | 10.63% | Q4 2025 | Feb 13, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 104,884 | 35,164 | 0.46% | 0.45% | 412 | +9,576 | 10.05% | Q4 2025 | Feb 10, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | Reduced | 104,380 | 34,995 | 1.12% | 1.15% | 413 | -4,002 | -3.69% | Q4 2025 | Feb 13, 2026 |
| LM Advisors LLC | History | Reduced | 11,707 | 34,918 | 0.63% | 1.65% | 414 | -23,211 | -66.47% | Q4 2025 | Feb 13, 2026 |
| Skyline Advisors, Inc. | History | Added to | 103,813 | 34,805 | 11.62% | 11.6% | 415 | +1,206 | 1.18% | Q4 2025 | Jan 12, 2026 |
| Pacific Park Financial, Inc. | History | New | 103,661 | 34,754 | 21.7% | — | 416 | +103,661 | New | Q4 2025 | Jan 30, 2026 |
| Axos Invest Inc. | History | Reduced | 103,355 | 34,651 | 25.47% | 35.22% | 417 | -39,930 | -27.87% | Q4 2025 | Jan 23, 2026 |
| B&D White Capital Company, LLC | History | Reduced | 102,654 | 34,416 | 3.99% | 4.93% | 418 | -14,517 | -12.39% | Q4 2025 | Feb 13, 2026 |
| Chandler Asset Management, Inc. | History | Reduced | 102,635 | 34,410 | 5.45% | 5.66% | 419 | -2,500 | -2.38% | Q4 2025 | Feb 13, 2026 |
| David Kennon Inc | History | Reduced | 102,338 | 34,310 | 12.19% | 12.19% | 420 | -857 | -0.83% | Q4 2025 | Jan 26, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 102,319 | 34,304 | 0.6% | 0.65% | 421 | +16,612 | 19.38% | Q4 2025 | Feb 09, 2026 |
| BUSH INVESTMENT GROUP, LLC | History | Reduced | 101,350 | 33,979 | 19.01% | 19.91% | 422 | -1,062 | -1.04% | Q4 2025 | Mar 05, 2026 |
| Jacobi Capital Management LLC | History | Added to | 100,779 | 33,788 | 1.96% | 1.97% | 423 | +2,376 | 2.41% | Q4 2025 | Feb 13, 2026 |
| Blankinship & Foster, LLC | History | Reduced | 100,740 | 33,775 | 7.3% | 7.41% | 424 | -2,537 | -2.46% | Q4 2025 | Jan 23, 2026 |
| SENTINEL TRUST CO LBA | History | Added to | 100,729 | 33,771 | 3.33% | 3.25% | 425 | +3,542 | 3.64% | Q4 2025 | Jan 29, 2026 |
| WASHBURN CAPITAL MANAGEMENT, INC. | History | Added to | 100,428 | 33,670 | 18.54% | 18.34% | 426 | +382 | 0.38% | Q4 2025 | Jan 22, 2026 |
| Beacon Financial Strategies CORP | History | Reduced | 100,140 | 33,574 | 18.74% | 19.4% | 427 | -62 | -0.06% | Q4 2025 | Jan 12, 2026 |
| Clarity Wealth Advisors, LLC | History | Added to | 99,904 | 33,494 | 6.83% | 7.15% | 428 | +1,097 | 1.11% | Q4 2025 | Jan 23, 2026 |
| World Investment Advisors | History | Added to | 99,246 | 33,274 | 0.54% | 0.45% | 429 | +32,601 | 48.92% | Q4 2025 | Mar 12, 2026 |
| CWA Asset Management Group, LLC | History | Added to | 98,661 | 33,078 | 1.19% | 1.15% | 430 | +4,082 | 4.32% | Q4 2025 | Jan 07, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 97,650 | 32,739 | 0.58% | 0.75% | 431 | -4,799 | -4.68% | Q4 2025 | Feb 06, 2026 |
| Foundation Wealth Management, LLC\PA | History | Added to | 97,597 | 32,721 | 11.87% | 9.9% | 432 | +19,731 | 25.34% | Q4 2025 | Jan 15, 2026 |
| Frank, Rimerman Advisors LLC | History | Reduced | 97,509 | 32,691 | 2.07% | 2.06% | 433 | -512 | -0.52% | Q4 2025 | Jan 15, 2026 |
| Arkadios Wealth Advisors | History | Added to | 96,334 | 32,297 | 0.63% | 0.6% | 434 | +19,828 | 25.92% | Q4 2025 | Feb 13, 2026 |
| Root Financial Partners, LLC | History | Added to | 95,865 | 32,140 | 1.64% | 1.92% | 435 | +1,136 | 1.2% | Q4 2025 | Feb 10, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 95,759 | 32,105 | 1.18% | 1.23% | 436 | +974 | 1.03% | Q4 2025 | Feb 06, 2026 |
| AlphaCore Capital LLC | History | Added to | 95,575 | 32,043 | 0.71% | 0.82% | 437 | +21,350 | 28.76% | Q4 2025 | Feb 05, 2026 |
| FSM Wealth Advisors, LLC | History | Added to | 94,748 | 31,766 | 4.34% | 4.23% | 438 | +3,727 | 4.09% | Q4 2025 | Jan 23, 2026 |
| ASPIRIANT, LLC | History | Reduced | 94,392 | 31,646 | 0.91% | 0.96% | 439 | -1,214 | -1.27% | Q4 2025 | Jan 20, 2026 |
| Karpus Management, Inc. | History | Reduced | 94,356 | 31,634 | 0.97% | 1.39% | 440 | -39,496 | -29.51% | Q4 2025 | Feb 17, 2026 |
| BURNS J W & CO INC/NY | History | Added to | 94,098 | 31,548 | 3.49% | 3.44% | 441 | +1,458 | 1.57% | Q4 2025 | Jan 12, 2026 |
| HBK Sorce Advisory LLC | History | Added to | 92,494 | 31,536 | 0.72% | 0.76% | 442 | +565 | 0.61% | Q4 2025 | Feb 09, 2026 |
| Midwest Trust Co | History | Added to | 94,012 | 31,519 | 0.39% | 0.39% | 443 | +2,176 | 2.37% | Q4 2025 | Feb 04, 2026 |
| Clark Asset Management, LLC | History | Added to | 93,891 | 31,478 | 3.27% | 2.04% | 444 | +40,498 | 75.85% | Q4 2025 | Jan 27, 2026 |
| ASHFORD CAPITAL MANAGEMENT INC | History | Added to | 93,827 | 31,457 | 3.5% | 3.38% | 445 | +1,293 | 1.4% | Q4 2025 | Feb 17, 2026 |
| BARRETT & COMPANY, INC. | History | Added to | 93,710 | 31,418 | 10.48% | 10.25% | 446 | +2,610 | 2.86% | Q4 2025 | Jan 28, 2026 |
| Clear Harbor Asset Management, LLC | History | Added to | 93,448 | 31,330 | 2.12% | 2.06% | 447 | +2,736 | 3.02% | Q4 2025 | Feb 10, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | Added to | 93,385 | 31,309 | 1.96% | 1.99% | 448 | +1,622 | 1.77% | Q4 2025 | Jan 21, 2026 |
| Peak Financial Management, Inc. | History | Reduced | 93,095 | 31,212 | 8.05% | 8.26% | 449 | -2,138 | -2.25% | Q4 2025 | Jan 23, 2026 |
| Portfolio Strategies, Inc. | History | Reduced | 92,175 | 30,903 | 3.58% | 3.6% | 450 | -2,191 | -2.32% | Q4 2025 | Jan 27, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 91,664 | 30,732 | 0.8% | 0.79% | 451 | +1,996 | 2.23% | Q4 2025 | Jan 23, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 91,077 | 30,535 | 0.11% | 0.1% | 452 | +1,352 | 1.51% | Q4 2025 | Jan 30, 2026 |
| MAYPORT, LLC | History | Added to | 90,787 | 30,438 | 6.13% | 5.99% | 453 | +6,516 | 7.73% | Q4 2025 | Jan 21, 2026 |
| Capital Advisors, Ltd. LLC | History | Reduced | 90,206 | 30,243 | 3.41% | 3.87% | 454 | -14,282 | -13.67% | Q4 2025 | Jan 21, 2026 |
| Roger Wittlin Investment Advisory, LLC | History | Reduced | 89,999 | 30,174 | 21.1% | 20.32% | 455 | -21,384 | -19.2% | Q4 2025 | Jan 20, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Added to | 89,787 | 30,102 | 0.01% | 0.0% | 456 | +3,730 | 4.33% | Q4 2025 | Feb 17, 2026 |
| Prospera Financial Services Inc | History | Added to | 89,650 | 30,069 | 0.49% | 0.48% | 457 | +3,703 | 4.31% | Q4 2025 | Feb 09, 2026 |
| Mutual Advisors, LLC | History | Added to | 89,637 | 30,052 | 0.64% | 0.63% | 458 | +3,045 | 3.52% | Q4 2025 | Feb 02, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 89,147 | 29,888 | 0.16% | 0.15% | 459 | +10,095 | 12.77% | Q4 2025 | Feb 11, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Reduced | 88,325 | 29,612 | 3.19% | 3.6% | 460 | -9,989 | -10.16% | Q4 2025 | Jan 28, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 87,795 | 29,526 | 0.05% | 0.05% | 461 | -2,665 | -2.95% | Q4 2025 | Jan 15, 2026 |
| Amicus Financial Advisors, LLC | History | New | 88,046 | 29,519 | 8.23% | — | 462 | +88,046 | New | Q4 2025 | Mar 02, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 87,962 | 29,491 | 0.51% | 0.34% | 463 | +38,978 | 79.57% | Q4 2025 | Feb 19, 2026 |
| Crescent Grove Advisors, LLC | History | Added to | 87,617 | 29,375 | 2.73% | 2.72% | 464 | +471 | 0.54% | Q4 2025 | Feb 11, 2026 |
| Principle Wealth Partners LLC | History | Added to | 87,327 | 29,278 | 1.65% | 1.6% | 465 | +3,226 | 3.84% | Q4 2025 | Feb 06, 2026 |
| WASHINGTON CAPITAL MANAGEMENT, INC | History | Added to | 86,796 | 29,100 | 23.62% | 19.34% | 466 | +4,213 | 5.1% | Q4 2025 | Jan 29, 2026 |
| LJI Wealth Management, LLC | History | Added to | 86,323 | 28,941 | 4.41% | 4.8% | 467 | +2,580 | 3.08% | Q4 2025 | Feb 03, 2026 |
| KOM Wealth Management Group, LLC | History | Added to | 86,161 | 28,887 | 20.44% | 20.88% | 468 | +1,973 | 2.34% | Q4 2025 | Jan 23, 2026 |
| Venture Visionary Partners LLC | History | Reduced | 83,828 | 28,718 | 0.94% | 0.96% | 469 | -1,172 | -1.38% | Q4 2025 | Feb 13, 2026 |
| Great Diamond Partners, LLC | History | Reduced | 85,598 | 28,698 | 5.52% | 5.63% | 470 | -2,875 | -3.25% | Q4 2025 | Feb 06, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 85,534 | 28,677 | 0.55% | 0.62% | 471 | -8,209 | -8.76% | Q4 2025 | Feb 12, 2026 |
| Cooke Wealth Management, LLC | History | New | 84,006 | 28,646 | 25.01% | — | 472 | +84,006 | New | Q4 2025 | Jan 21, 2026 |
| Benchmark Financial Wealth Advisors, LLC | History | Reduced | 85,361 | 28,619 | 8.21% | 8.68% | 473 | -2,510 | -2.86% | Q4 2025 | Jan 27, 2026 |
| Trellis Wealth Advisors LLC | History | Reduced | 85,063 | 28,519 | 11.15% | 11.41% | 474 | -354 | -0.41% | Q4 2025 | Jan 26, 2026 |
| Altiora Financial Group, LLC | History | Added to | 84,947 | 28,480 | 4.91% | 4.85% | 475 | +4,178 | 5.17% | Q4 2025 | Feb 12, 2026 |
| RETIREMENT CAPITAL STRATEGIES | History | Reduced | 84,653 | 28,381 | 10.52% | 11.11% | 476 | -3,617 | -4.1% | Q4 2025 | Feb 13, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 84,540 | 28,339 | 0.03% | 0.0% | 477 | +76,606 | 965.54% | Q4 2025 | Feb 17, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | Reduced | 84,179 | 28,222 | 7.76% | 7.91% | 478 | -84 | -0.1% | Q4 2025 | Jan 23, 2026 |
| VestGen Advisors, LLC | History | Reduced | 83,680 | 28,055 | 1.19% | 5.67% | 479 | -435,207 | -83.87% | Q4 2025 | Feb 17, 2026 |
| SATOVSKY ASSET MANAGEMENT LLC | History | Added to | 83,258 | 27,913 | 5.41% | 5.31% | 480 | +2,116 | 2.61% | Q4 2025 | Feb 13, 2026 |
| NorthRock Partners, LLC | History | Added to | 83,144 | 27,875 | 0.47% | 0.37% | 481 | +20,593 | 32.92% | Q4 2025 | Feb 17, 2026 |
| Safe Harbor Family Capital, LLC | History | New | 82,597 | 27,692 | 24.33% | — | 482 | +82,597 | New | Q4 2025 | Jan 30, 2026 |
| MRWM Advisors, LLC | History | Added to | 82,190 | 27,555 | 14.79% | 14.63% | 483 | +3,903 | 4.99% | Q4 2025 | Jan 26, 2026 |
| Proficio Capital Partners LLC | History | Added to | 81,262 | 27,244 | 1.91% | 1.33% | 484 | +22,040 | 37.22% | Q4 2025 | Feb 12, 2026 |
| Horizon Wealth Management, LLC | History | Added to | 81,207 | 27,226 | 4.23% | 3.83% | 485 | +1,687 | 2.12% | Q4 2025 | Feb 04, 2026 |
| PRECEDENT WEALTH PARTNERS, LLC | History | Reduced | 81,163 | 27,211 | 5.71% | 5.89% | 486 | -307 | -0.38% | Q4 2025 | Jan 07, 2026 |
| Latigo Investments, LLC | History | No change | 80,845 | 27,104 | 13.34% | 13.37% | 487 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Financial Architects, LLC | History | Reduced | 80,806 | 27,091 | 14.57% | 15.36% | 488 | -1,517 | -1.84% | Q4 2025 | Jan 21, 2026 |
| Carter Financial, LLC | History | New | 80,598 | 27,021 | 23.84% | — | 489 | +80,598 | New | Q4 2025 | Mar 17, 2026 |
| Compound Planning, Inc. | History | Added to | 80,576 | 27,014 | 0.79% | 0.84% | 490 | +1,772 | 2.25% | Q4 2025 | Feb 19, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Reduced | 80,459 | 26,975 | 0.48% | 0.58% | 491 | -8,307 | -9.36% | Q4 2025 | Jan 16, 2026 |
| Cordant, Inc. | History | Added to | 80,282 | 26,916 | 11.29% | 11.7% | 492 | +1,309 | 1.66% | Q4 2025 | Jan 12, 2026 |
| SVRN Asset Management, LLC | History | New | 79,638 | 26,700 | 21.99% | — | 493 | +79,638 | New | Q4 2025 | Feb 13, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | Reduced | 79,431 | 26,630 | 4.19% | 4.56% | 494 | -4,955 | -5.87% | Q4 2025 | Jan 14, 2026 |
| Pine Ridge Advisers LLC | History | Reduced | 79,379 | 26,613 | 1.59% | 2.17% | 495 | -31,463 | -28.39% | Q4 2025 | Feb 17, 2026 |
| Financial & Tax Architects, LLC | History | Added to | 78,730 | 26,395 | 5.93% | 0.1% | 496 | +77,388 | 5766.62% | Q4 2025 | Jan 21, 2026 |
| Firestone Capital Management | History | Reduced | 77,577 | 26,009 | 5.52% | 5.51% | 497 | -81 | -0.1% | Q4 2025 | Feb 09, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 77,046 | 25,831 | 1.38% | 1.37% | 498 | +3,081 | 4.17% | Q4 2025 | Jan 20, 2026 |
| Continuum Advisory, LLC | History | Reduced | 77,036 | 25,827 | 2.59% | 2.75% | 499 | -2,220 | -2.8% | Q4 2025 | Feb 11, 2026 |
| SAPIENT CAPITAL LLC | History | Added to | 76,302 | 25,778 | 0.36% | 0.17% | 500 | +41,851 | 121.48% | Q4 2025 | Feb 05, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 76,734 | 25,726 | 0.32% | 0.32% | 501 | +2,308 | 3.1% | Q4 2025 | Jan 29, 2026 |
| Gordian Advisors LLC | History | Reduced | 75,944 | 25,461 | 16.87% | 17.12% | 502 | -1,697 | -2.19% | Q4 2025 | Feb 09, 2026 |
| Vernal Point Advisors, LLC | History | Added to | 75,916 | 25,452 | 10.5% | 10.33% | 503 | +3,107 | 4.27% | Q4 2025 | Feb 13, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Reduced | 75,905 | 25,448 | 1.71% | 1.76% | 504 | -1,945 | -2.5% | Q4 2025 | Jan 08, 2026 |
| Kraft, Davis & Associates, LLC | History | Reduced | 74,199 | 25,395 | 5.69% | 6.06% | 505 | -1,029 | -1.37% | Q4 2025 | Jan 14, 2026 |
| GREENWOOD GEARHART INC | History | Reduced | 75,278 | 25,238 | 1.39% | 1.46% | 506 | -1,775 | -2.3% | Q4 2025 | Feb 04, 2026 |
| Aspen Grove Capital, LLC | History | Reduced | 74,924 | 25,123 | 4.36% | 4.23% | 508 | -1,423 | -1.86% | Q4 2025 | Feb 17, 2026 |
| NORTHSTAR ASSET MANAGEMENT Co | History | Added to | 74,936 | 25,123 | 5.33% | 5.23% | 507 | +720 | 0.97% | Q4 2025 | Jan 27, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Reduced | 74,720 | 25,051 | 1.09% | 1.11% | 509 | -268 | -0.36% | Q4 2025 | Jan 29, 2026 |
| Mullooly Asset Management, Inc. | History | Added to | 73,864 | 24,767 | 9.06% | 8.82% | 510 | +3,838 | 5.48% | Q4 2025 | Feb 06, 2026 |
| REDW Wealth LLC | History | Reduced | 73,652 | 24,693 | 9.41% | 9.44% | 511 | -2,437 | -3.2% | Q4 2025 | Jan 28, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 73,273 | 24,566 | 0.43% | 0.41% | 512 | +3,496 | 5.01% | Q4 2025 | Jan 22, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Added to | 73,196 | 24,540 | 0.85% | 0.86% | 513 | +55 | 0.08% | Q4 2025 | Feb 12, 2026 |
| Sound Portfolio Advisors, LLC | History | New | 72,864 | 24,429 | 20.52% | — | 514 | +72,864 | New | Q4 2025 | Feb 05, 2026 |
| Shotwell Rutter Baer Inc | History | Added to | 71,260 | 24,238 | 14.55% | 14.94% | 515 | +1,484 | 2.13% | Q4 2025 | Jan 12, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 72,135 | 24,184 | 0.15% | 0.14% | 516 | +4,600 | 6.81% | Q4 2025 | Feb 09, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Added to | 72,119 | 24,179 | 2.43% | 2.41% | 517 | +1,790 | 2.55% | Q4 2025 | Jan 27, 2026 |
| Seneschal Advisors, LLC | History | Reduced | 71,773 | 24,063 | 17.72% | 17.46% | 518 | -1,525 | -2.08% | Q4 2025 | Feb 13, 2026 |
| Clarity Wealth Development LLC | History | Added to | 71,315 | 23,909 | 20.23% | 20.52% | 519 | +4,038 | 6.0% | Q4 2025 | Feb 11, 2026 |
| CASCADE INVESTMENT GROUP, INC. | History | Reduced | 71,271 | 23,895 | 15.95% | 15.62% | 520 | -619 | -0.86% | Q4 2025 | Jan 22, 2026 |
| HT Partners LLC | History | Reduced | 71,131 | 23,848 | 7.09% | 7.15% | 521 | -101 | -0.14% | Q4 2025 | Jan 21, 2026 |
| Cornerstone National Bank & Trust Co | History | Added to | 71,029 | 23,813 | 9.5% | 9.33% | 522 | +1,326 | 1.9% | Q4 2025 | Jan 29, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Reduced | 70,865 | 23,758 | 0.49% | 0.47% | 523 | -8,398 | -10.6% | Q4 2025 | Feb 05, 2026 |
| Reality Financial Planning Services, LLC | History | New | 70,679 | 23,696 | 22.69% | — | 524 | +70,679 | New | Q4 2025 | Feb 12, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 94,342 | 23,651 | 0.57% | 0.76% | 525 | -26,565 | -21.97% | Q4 2025 | Feb 11, 2026 |
| Wealthcare Capital Partners, LLC | History | Added to | 70,395 | 23,601 | 11.06% | 10.53% | 526 | +573 | 0.82% | Q4 2025 | Jan 14, 2026 |
| Pitcairn Wealth Advisors LLC | History | New | 70,331 | 23,579 | 2.12% | — | 527 | +70,331 | New | Q4 2025 | Feb 13, 2026 |
| Cannon Financial Strategists, Inc. | History | Reduced | 70,083 | 23,496 | 3.27% | 3.31% | 528 | -464 | -0.66% | Q4 2025 | Feb 04, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Reduced | 69,982 | 23,462 | 0.19% | 0.19% | 529 | -353 | -0.5% | Q4 2025 | Feb 13, 2026 |
| Dakota Wealth Management | History | Added to | 69,850 | 23,418 | 0.42% | 0.36% | 530 | +16,066 | 29.87% | Q4 2025 | Jan 13, 2026 |
| DEFINE FINANCIAL, LLC | History | Added to | 69,554 | 23,319 | 13.22% | 13.42% | 531 | +1,409 | 2.07% | Q4 2025 | Jan 13, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 69,522 | 23,308 | 0.57% | 0.57% | 532 | +814 | 1.18% | Q4 2025 | Jan 28, 2026 |
| Rockbridge Investment Management, LCC | History | Reduced | 69,310 | 23,237 | 2.16% | 2.34% | 533 | -2,942 | -4.07% | Q4 2025 | Feb 04, 2026 |
| SEVEN MILE ADVISORY | History | Added to | 69,000 | 23,133 | 3.97% | 3.56% | 534 | +1,827 | 2.72% | Q4 2025 | Feb 13, 2026 |
| Mill Creek Capital Advisors, LLC | History | Reduced | 68,714 | 23,037 | 0.47% | 0.48% | 535 | -1,948 | -2.76% | Q4 2025 | Feb 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 68,660 | 23,019 | 0.04% | 0.0% | 536 | +59,660 | 662.89% | Q4 2025 | Feb 12, 2026 |
| Aspect Partners, LLC | History | Added to | 68,565 | 22,987 | 10.06% | 9.19% | 537 | +6,892 | 11.18% | Q4 2025 | Jan 23, 2026 |
| POTOMAC FUND MANAGEMENT INC /ADV | History | Added to | 68,273 | 22,889 | 0.84% | 0.84% | 538 | +7,531 | 12.4% | Q4 2025 | Feb 13, 2026 |
| NEW ENGLAND ASSET MANAGEMENT INC | History | Reduced | 68,140 | 22,845 | 2.99% | 3.24% | 539 | -7,465 | -9.87% | Q4 2025 | Feb 17, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 67,359 | 22,583 | 0.55% | 0.13% | 540 | +52,371 | 349.42% | Q4 2025 | Jan 29, 2026 |
| Cresta Advisors, Ltd. | History | Added to | 67,133 | 22,507 | 9.44% | 9.78% | 541 | +380 | 0.57% | Q4 2025 | Feb 03, 2026 |
| Raab & Moskowitz Asset Management LLC | History | Reduced | 66,560 | 22,315 | 4.88% | 5.0% | 542 | -1,532 | -2.25% | Q4 2025 | Jan 20, 2026 |
| Freestone Capital Holdings, LLC | History | Reduced | 66,436 | 22,274 | 0.66% | 0.68% | 543 | -1,026 | -1.52% | Q4 2025 | Jan 23, 2026 |
| BURRUS FINANCIAL SERVICES, INC. | History | Added to | 130,722 | 22,202 | 12.62% | 13.75% | 544 | +39,387 | 43.12% | Q4 2025 | Jan 30, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Added to | 66,149 | 22,177 | 1.17% | 1.13% | 545 | +966 | 1.48% | Q4 2025 | Feb 11, 2026 |
| Sageworth Trust Co of South Dakota | History | No change | 65,957 | 22,113 | 18.06% | 20.41% | 546 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| ArchPoint Investors | History | No change | 65,721 | 22,034 | 5.23% | 5.93% | 547 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 65,605 | 21,995 | 0.72% | — | 548 | +65,605 | New | Q4 2025 | Feb 13, 2026 |
| Industrial Alliance Investment Management Inc. | History | Reduced | 65,416 | 21,932 | 12.45% | 13.1% | 549 | -723 | -1.09% | Q4 2025 | Feb 05, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 64,764 | 21,715 | 0.24% | 0.25% | 550 | -3,061 | -4.51% | Q4 2025 | Feb 02, 2026 |
| W.H. Cornerstone Investments Inc. | History | Added to | 64,097 | 21,489 | 12.96% | 11.79% | 551 | +5,201 | 8.83% | Q4 2025 | Feb 10, 2026 |
| Parisi Gray Wealth Management | History | Added to | 63,814 | 21,394 | 4.86% | 5.45% | 552 | +2 | 0.0% | Q4 2025 | Jan 07, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 63,457 | 21,275 | 0.43% | 0.45% | 553 | +3,675 | 6.15% | Q4 2025 | Feb 03, 2026 |
| Addis & Hill, Inc | History | Reduced | 63,402 | 21,256 | 12.88% | 13.34% | 554 | -3,016 | -4.54% | Q4 2025 | Jan 06, 2026 |
| Monument Group Wealth Advisors, LLC | History | Reduced | 63,317 | 21,228 | 11.57% | 12.4% | 555 | -847 | -1.32% | Q4 2025 | Jan 15, 2026 |
| Compass Advisory Group LLC | History | Added to | 63,192 | 21,186 | 5.72% | 5.81% | 556 | +313 | 0.5% | Q4 2025 | Jan 21, 2026 |
| Essential Planning, LLC. | History | Added to | 63,036 | 21,134 | 6.74% | 6.53% | 557 | +5,240 | 9.07% | Q4 2025 | Jan 15, 2026 |
| WealthCollab, LLC | History | Added to | 62,989 | 21,118 | 8.64% | 8.87% | 558 | +4,048 | 6.87% | Q4 2025 | Jan 27, 2026 |
| Independence Bank of Kentucky | History | No change | 62,744 | 21,036 | 2.62% | 2.65% | 559 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Lexington Hill Partners, LLC | History | New | 62,738 | 21,034 | 15.82% | — | 560 | +62,738 | New | Q4 2025 | Feb 19, 2026 |
| NBT BANK N A /NY | History | Added to | 10,266 | 20,808 | 1.34% | 1.21% | 561 | +5,635 | 121.68% | Q4 2025 | Jan 23, 2026 |
| CX Institutional | History | Added to | 61,923 | 20,761 | 0.62% | 0.43% | 562 | +18,558 | 42.79% | Q4 2025 | Feb 02, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Added to | 61,324 | 20,718 | 0.27% | 0.23% | 563 | +6,763 | 12.4% | Q4 2025 | Feb 03, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 61,717 | 20,691 | 0.24% | 0.24% | 564 | -2,489 | -3.88% | Q4 2025 | Feb 13, 2026 |
| Callan Family Office, LLC | History | Added to | 61,655 | 20,671 | 0.44% | 0.6% | 565 | +4,755 | 8.36% | Q4 2025 | Feb 12, 2026 |
| Summit Trail Advisors, LLC | History | Reduced | 61,638 | 20,665 | 0.36% | 0.69% | 566 | -90,164 | -59.4% | Q4 2025 | Feb 17, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 61,562 | 20,640 | 1.22% | 1.1% | 567 | +7,025 | 12.88% | Q4 2025 | Feb 10, 2026 |
| FineMark National Bank & Trust | History | Added to | 61,524 | 20,627 | 0.64% | 0.66% | 568 | +372 | 0.61% | Q4 2025 | Feb 12, 2026 |
| Stokes Family Office, LLC | History | Reduced | 61,523 | 20,626 | 1.89% | 1.97% | 569 | -1,610 | -2.55% | Q4 2025 | Feb 18, 2026 |
| Glenview Trust Co | History | Added to | 61,319 | 20,558 | 0.32% | 0.31% | 570 | +2,389 | 4.05% | Q4 2025 | Feb 09, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 60,890 | 20,414 | 0.62% | 0.65% | 571 | -91 | -0.15% | Q4 2025 | Feb 13, 2026 |
| Plotkin Financial Advisors, LLC | History | Added to | 60,755 | 20,369 | 9.94% | 9.47% | 572 | +2,410 | 4.13% | Q4 2025 | Feb 19, 2026 |
| ENTRUST FINANCIAL LLC | History | New | 60,748 | 20,367 | 15.13% | — | 573 | +60,748 | New | Q4 2025 | Feb 06, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 60,509 | 20,349 | 0.04% | 0.02% | 574 | +36,627 | 153.37% | Q4 2025 | Feb 05, 2026 |
| SIGMA INVESTMENT COUNSELORS INC | History | Reduced | 60,528 | 20,293 | 1.03% | 1.08% | 575 | -3,029 | -4.77% | Q4 2025 | Feb 03, 2026 |
| BFI Infinity Ltd. | History | Added to | 60,147 | 20,165 | 12.55% | 12.58% | 576 | +2,076 | 3.57% | Q4 2025 | Jan 14, 2026 |
| Trace Wealth Advisors, LLC | History | Reduced | 59,859 | 20,068 | 14.5% | 14.74% | 577 | -210 | -0.35% | Q4 2025 | Feb 12, 2026 |
| Almanack Investment Partners, LLC. | History | Reduced | 59,845 | 20,064 | 3.41% | 3.04% | 578 | -35 | -0.06% | Q4 2025 | Jan 29, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 59,719 | 20,022 | 0.75% | 1.38% | 579 | -4,463 | -6.95% | Q4 2025 | Feb 04, 2026 |
| URS Advisory LLC | History | New | 59,695 | 20,013 | 16.63% | — | 580 | +59,695 | New | Q4 2025 | Feb 17, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | Added to | 59,669 | 20,005 | 4.21% | 4.47% | 581 | +7,565 | 14.52% | Q4 2025 | Feb 13, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 59,140 | 19,980 | 1.35% | 1.43% | 582 | +820 | 1.41% | Q4 2025 | Jan 15, 2026 |
| 5th Street Advisors, LLC | History | Reduced | 59,463 | 19,935 | 9.31% | 9.94% | 583 | -1,704 | -2.79% | Q4 2025 | Jan 30, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 59,183 | 19,842 | 0.96% | 0.43% | 584 | +37,467 | 172.53% | Q4 2025 | Jan 28, 2026 |
| Goldstone Financial Group, LLC | History | Added to | 59,151 | 19,831 | 2.21% | 2.24% | 585 | +1,353 | 2.34% | Q4 2025 | Feb 13, 2026 |
| Capital Group Private Client Services, Inc. | History | Added to | 58,931 | 19,757 | 0.31% | 0.32% | 586 | +216 | 0.37% | Q4 2025 | Feb 11, 2026 |
| Portland Global Advisors LLC | History | Added to | 58,869 | 19,737 | 2.12% | 2.02% | 587 | +3,678 | 6.66% | Q4 2025 | Feb 10, 2026 |
| StoneX Group Inc. | History | Added to | 58,818 | 19,727 | 0.86% | 0.81% | 588 | +2,398 | 4.25% | Q4 2025 | Feb 12, 2026 |
| Western Wealth Management, LLC | History | Added to | 58,772 | 19,704 | 0.91% | 0.78% | 589 | +13,556 | 29.98% | Q4 2025 | Feb 05, 2026 |
| Cornerstone Wealth Group, LLC | History | Added to | 58,644 | 19,661 | 1.34% | 1.3% | 590 | +50 | 0.09% | Q4 2025 | Jan 26, 2026 |
| Palisades Hudson Asset Management, L.P. | History | Added to | 58,519 | 19,620 | 7.61% | 6.97% | 591 | +1 | 0.0% | Q4 2025 | Jan 30, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 58,381 | 19,573 | 0.47% | 0.43% | 592 | +5,074 | 9.52% | Q4 2025 | Feb 13, 2026 |
| Fairway Financial, LLC | History | Added to | 58,322 | 19,553 | 14.76% | 14.87% | 593 | +855 | 1.49% | Q4 2025 | Feb 04, 2026 |
| McClarren Financial Advisors, Inc. | History | Added to | 66,426 | 19,544 | 11.66% | 11.88% | 594 | +5,837 | 9.63% | Q4 2025 | Jan 13, 2026 |
| Forum Financial Management, LP | History | Added to | 58,057 | 19,464 | 0.25% | 0.1% | 595 | +36,626 | 170.9% | Q4 2025 | Jan 27, 2026 |
| Westside Investment Management, Inc. | History | Reduced | 57,896 | 19,411 | 3.11% | 3.07% | 596 | -580 | -0.99% | Q4 2025 | Jan 23, 2026 |
| Applied Capital LLC | History | Added to | 57,706 | 19,347 | 7.45% | 7.61% | 597 | +146 | 0.25% | Q4 2025 | Jan 16, 2026 |
| Ridge Creek Global, Inc | History | New | 57,410 | 19,248 | 16.15% | — | 598 | +57,410 | New | Q4 2025 | Feb 13, 2026 |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | History | New | 57,258 | 19,196 | 18.01% | — | 599 | +57,258 | New | Q4 2025 | Feb 02, 2026 |
| VVR Holdings LLC | History | New | 56,944 | 19,091 | 9.92% | — | 600 | +56,944 | New | Q4 2025 | Feb 11, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | Added to | 56,910 | 19,080 | 0.18% | 0.17% | 601 | +2,075 | 3.78% | Q4 2025 | Feb 05, 2026 |
| WASHINGTON TRUST Co | History | Added to | 56,869 | 19,066 | 0.62% | 0.61% | 602 | +62 | 0.11% | Q4 2025 | Feb 10, 2026 |
| SIGNATUREFD, LLC | History | Added to | 56,476 | 18,934 | 0.29% | 0.29% | 603 | +1,069 | 1.93% | Q4 2025 | Jan 20, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | Added to | 56,306 | 18,877 | 1.04% | 1.1% | 604 | +1,712 | 3.14% | Q4 2025 | Feb 17, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | Reduced | 56,289 | 18,872 | 6.39% | 6.66% | 605 | -416 | -0.73% | Q4 2025 | Jan 20, 2026 |
| Johnson Financial Group, Inc. | History | Reduced | 56,214 | 18,846 | 0.71% | 0.7% | 606 | -183 | -0.32% | Q4 2025 | Feb 12, 2026 |
| Long Island Wealth Management, Inc. | History | Added to | 56,172 | 18,832 | 8.91% | 8.96% | 607 | +68 | 0.12% | Q4 2025 | Jan 21, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 56,106 | 18,810 | 0.6% | 0.56% | 608 | -3,045 | -5.15% | Q4 2025 | Jan 09, 2026 |
| SARD WEALTH MANAGEMENT GROUP, LLC | History | Reduced | 56,067 | 18,797 | 10.32% | 10.57% | 609 | -400 | -0.71% | Q4 2025 | Jan 08, 2026 |
| SageView Advisory Group, LLC | History | Added to | 55,999 | 18,774 | 0.63% | 0.63% | 610 | +82 | 0.15% | Q4 2025 | Feb 17, 2026 |
| Summit Financial Wealth Advisors, LLC | History | Added to | 55,290 | 18,536 | 2.65% | 2.52% | 611 | +5,916 | 11.98% | Q4 2025 | Jan 27, 2026 |
| Coastline Trust Co | History | Reduced | 54,834 | 18,384 | 1.73% | 1.97% | 612 | -1,235 | -2.2% | Q4 2025 | Jan 05, 2026 |
| AA Financial Advisors, LLC | History | Reduced | 54,822 | 18,380 | 3.4% | 3.58% | 613 | -633 | -1.14% | Q4 2025 | Jan 14, 2026 |
| AE Wealth Management LLC | History | Added to | 54,731 | 18,350 | 0.11% | 0.09% | 614 | +9,626 | 21.34% | Q4 2025 | Jan 26, 2026 |
| Comprehensive Financial Management LLC | History | Added to | 54,691 | 18,336 | 0.55% | 0.23% | 615 | +29,616 | 118.11% | Q4 2025 | Feb 17, 2026 |
| Brookstone Capital Management | History | Added to | 54,687 | 18,335 | 0.21% | 0.19% | 616 | +6,360 | 13.16% | Q4 2025 | Jan 15, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 54,563 | 18,293 | 0.64% | 0.66% | 617 | +2,402 | 4.6% | Q4 2025 | Feb 04, 2026 |
| Prosperity Advisers, LLC | History | New | 54,526 | 18,281 | 15.09% | — | 618 | +54,526 | New | Q4 2025 | Jan 23, 2026 |
| IHT Wealth Management, LLC | History | Added to | 54,388 | 18,234 | 0.44% | 0.44% | 619 | +1,537 | 2.91% | Q4 2025 | Feb 17, 2026 |
| Advisor OS, LLC | History | Reduced | 54,168 | 18,161 | 1.46% | 1.59% | 620 | -1,972 | -3.51% | Q4 2025 | Feb 04, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 54,065 | 18,126 | 0.94% | 1.03% | 621 | -2,797 | -4.92% | Q4 2025 | Feb 05, 2026 |
| MontVue Capital Management, Inc. | History | Reduced | 54,064 | 18,125 | 12.06% | 11.99% | 622 | -433 | -0.79% | Q4 2025 | Jan 27, 2026 |
| IFP Advisors, Inc | History | Added to | 54,036 | 18,116 | 0.41% | 0.29% | 623 | +19,766 | 57.68% | Q4 2025 | Feb 06, 2026 |
| BOKF, NA | History | Added to | 53,933 | 18,082 | 0.28% | 0.25% | 624 | +3,768 | 7.51% | Q4 2025 | Feb 03, 2026 |
| FOSTER DYKEMA CABOT & PARTNERS, LLC | History | Reduced | 53,888 | 18,067 | 1.11% | 1.19% | 625 | -1,251 | -2.27% | Q4 2025 | Feb 12, 2026 |
| TCI Wealth Advisors, Inc. | History | Reduced | 53,625 | 17,978 | 0.99% | 1.06% | 626 | -396 | -0.73% | Q4 2025 | Feb 02, 2026 |
| Integrated Advisors Network LLC | History | Added to | 53,389 | 17,899 | 0.79% | 0.67% | 627 | +4,846 | 9.98% | Q4 2025 | Feb 17, 2026 |
| Wilson & Boucher Capital Management, LLC | History | Reduced | 53,109 | 17,805 | 11.69% | 11.57% | 628 | -517 | -0.96% | Q4 2025 | Feb 05, 2026 |
| TSFG, LLC | History | Reduced | 52,879 | 17,729 | 2.65% | 3.2% | 629 | -8,514 | -13.87% | Q4 2025 | Feb 04, 2026 |
| Fullerton Advisors, LLC | History | New | 52,809 | 17,705 | 17.68% | — | 630 | +52,809 | New | Q4 2025 | Feb 02, 2026 |
| Gibraltar Capital Management, Inc. | History | Added to | 52,630 | 17,645 | 3.0% | 2.98% | 631 | +2,002 | 3.95% | Q4 2025 | Feb 02, 2026 |
| Elwood & Goetz Wealth Advisory Group, LLC | History | Reduced | 52,568 | 17,624 | 3.1% | 3.33% | 632 | -327 | -0.62% | Q4 2025 | Jan 21, 2026 |
| Avion Wealth | History | Reduced | 52,512 | 17,605 | 3.69% | 3.77% | 633 | -1,062 | -1.98% | Q4 2025 | Jan 23, 2026 |
| Drucker Wealth 3.0, LLC | History | Reduced | 52,386 | 17,563 | 3.09% | 3.15% | 634 | -1,478 | -2.74% | Q4 2025 | Feb 03, 2026 |
| Legacy Financial Strategies, LLC | History | Reduced | 52,178 | 17,493 | 3.1% | 3.41% | 635 | -5,290 | -9.21% | Q4 2025 | Jan 23, 2026 |
| Atlantic Private Wealth, LLC | History | Reduced | 52,176 | 17,493 | 11.18% | 11.62% | 636 | -2,641 | -4.82% | Q4 2025 | Feb 11, 2026 |
| DAVIS R M INC | History | Reduced | 51,547 | 17,282 | 0.3% | 0.31% | 637 | -2,982 | -5.47% | Q4 2025 | Feb 12, 2026 |
| FIRST HORIZON CORP | History | Added to | 51,295 | 17,197 | 0.77% | 0.79% | 638 | +48 | 0.09% | Q4 2025 | Jan 27, 2026 |
| Bulwark Capital Corp | History | Added to | 51,057 | 17,117 | 12.17% | 12.38% | 639 | +2,576 | 5.31% | Q4 2025 | Jan 12, 2026 |
| SEMITAM BONAM LLC | History | Added to | 50,884 | 17,059 | 14.21% | 14.49% | 640 | +1,505 | 3.05% | Q4 2025 | Jan 20, 2026 |
| IRONWOOD INVESTMENT MANAGEMENT LLC | History | Added to | 50,670 | 16,988 | 7.14% | 6.84% | 641 | +2,897 | 6.06% | Q4 2025 | Feb 12, 2026 |
| MJP ASSOCIATES INC /ADV | History | Reduced | 50,479 | 16,924 | 2.12% | 2.22% | 642 | -845 | -1.65% | Q4 2025 | Feb 06, 2026 |
| Peterson Wealth Advisors, LLC | History | Reduced | 49,970 | 16,753 | 2.23% | 2.59% | 643 | -2,562 | -4.88% | Q4 2025 | Jan 09, 2026 |
| BASSO CAPITAL MANAGEMENT, L.P. | History | Added to | 49,963 | 16,751 | 9.97% | 10.63% | 644 | +1,577 | 3.26% | Q4 2025 | Feb 17, 2026 |
| LifeGuide Financial Advisors, LLC | History | Reduced | 49,396 | 16,612 | 5.51% | 5.63% | 645 | -925 | -1.84% | Q4 2025 | Jan 05, 2026 |
| GFS Advisors, LLC | History | Reduced | 49,502 | 16,596 | 1.97% | 2.08% | 646 | -223 | -0.45% | Q4 2025 | Feb 11, 2026 |
| CONNING INC. | History | No change | 49,266 | 16,517 | 0.55% | 0.54% | 647 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| WESBANCO BANK INC | History | Reduced | 48,882 | 16,388 | 0.45% | 0.46% | 648 | -1,559 | -3.09% | Q4 2025 | Feb 03, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 48,848 | 16,377 | 0.92% | 0.96% | 649 | -1,126 | -2.25% | Q4 2025 | Jan 14, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 48,768 | 16,351 | 0.59% | 0.62% | 650 | -1,038 | -2.08% | Q4 2025 | Jan 27, 2026 |
| PARK NATIONAL CORP /OH/ | History | Added to | 48,689 | 16,323 | 0.51% | 0.5% | 651 | +43 | 0.09% | Q4 2025 | Jan 05, 2026 |
| Rothschild Wealth LLC | History | Reduced | 48,589 | 16,290 | 1.57% | 3.54% | 652 | -918 | -1.85% | Q4 2025 | Feb 17, 2026 |
| CRA Financial Services, LLC | History | Added to | 48,576 | 16,286 | 2.13% | 0.28% | 653 | +42,348 | 679.96% | Q4 2025 | Jan 16, 2026 |
| Carr Financial Group Corp | History | Reduced | 48,579 | 16,286 | 4.33% | 4.48% | 654 | -1,165 | -2.34% | Q4 2025 | Jan 09, 2026 |
| Olistico Wealth, LLC | History | Reduced | 48,411 | 16,230 | 7.92% | 8.45% | 655 | -324 | -0.66% | Q4 2025 | Jan 13, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 48,373 | 16,218 | 0.96% | 0.74% | 656 | -3,627 | -6.98% | Q4 2025 | Jan 30, 2026 |
| Coston, McIsaac & Partners | History | Reduced | 47,989 | 16,087 | 3.73% | 3.87% | 657 | -1,524 | -3.08% | Q4 2025 | Feb 03, 2026 |
| Argent Trust Co | History | Reduced | 47,919 | 16,065 | 0.55% | 0.56% | 658 | -546 | -1.13% | Q4 2025 | Feb 10, 2026 |
| Savvy Advisors, Inc. | History | Added to | 47,798 | 16,025 | 0.52% | 0.59% | 659 | +8,830 | 22.66% | Q4 2025 | Jan 20, 2026 |
| Pine Harbor Wealth Management, LLC | History | Reduced | 47,773 | 16,016 | 4.91% | 5.58% | 660 | -5,259 | -9.92% | Q4 2025 | Jan 20, 2026 |
| New Covenant Trust Company, N.A. | History | Reduced | 47,572 | 15,998 | 14.43% | 14.89% | 661 | -1,168 | -2.4% | Q4 2025 | Jan 13, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Added to | 47,650 | 15,967 | 0.18% | 0.16% | 662 | +756 | 1.61% | Q4 2025 | Jan 21, 2026 |
| Index Fund Advisors, Inc. | History | Added to | 47,542 | 15,939 | 0.75% | 0.76% | 663 | +105 | 0.22% | Q4 2025 | Jan 29, 2026 |
| Warwick Investment Management, Inc. | History | Reduced | 47,508 | 15,928 | 2.45% | 2.76% | 664 | -1,031 | -2.12% | Q4 2025 | Jan 15, 2026 |
| BENNINGFIELD FINANCIAL ADVISORS, LLC | History | Added to | 47,332 | 15,869 | 12.42% | 12.1% | 665 | +598 | 1.28% | Q4 2025 | Jan 27, 2026 |
| VSM Wealth Advisory, LLC | History | Reduced | 47,226 | 15,833 | 4.76% | 4.87% | 666 | -442 | -0.93% | Q4 2025 | Feb 06, 2026 |
| HEADINVEST, LLC | History | Added to | 47,205 | 15,826 | 3.15% | 3.14% | 667 | +969 | 2.1% | Q4 2025 | Feb 02, 2026 |
| M Holdings Securities, Inc. | History | Added to | 46,859 | 15,710 | 1.13% | 1.98% | 668 | +18,268 | 63.89% | Q4 2025 | Feb 11, 2026 |
| Seven Post Investment Office LP | History | Reduced | 46,856 | 15,709 | 5.62% | 6.06% | 669 | -4,432 | -8.64% | Q4 2025 | Jan 29, 2026 |
| XTX Topco Ltd | History | New | 46,771 | 15,680 | 0.41% | — | 670 | +46,771 | New | Q4 2025 | Feb 17, 2026 |
| Bull Oak Capital, LLC | History | Added to | 46,721 | 15,664 | 6.4% | 6.4% | 671 | +809 | 1.76% | Q4 2025 | Feb 02, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 46,643 | 15,636 | 0.1% | 0.1% | 672 | -1,459 | -3.03% | Q4 2025 | Jan 27, 2026 |
| Chevy Chase Trust Holdings, LLC | History | Reduced | 46,610 | 15,626 | 0.04% | 0.04% | 673 | -1,918 | -3.95% | Q4 2025 | Feb 13, 2026 |
| Swisher Financial Concepts, Inc. | History | Added to | 46,452 | 15,574 | 8.84% | 8.87% | 674 | +1,364 | 3.03% | Q4 2025 | Feb 10, 2026 |
| Independent Advisor Alliance | History | Added to | 46,396 | 15,555 | 0.38% | 0.38% | 675 | +1,703 | 3.81% | Q4 2025 | Feb 04, 2026 |
| Next Level Wealth Planning, LLC | History | Added to | 46,284 | 15,517 | 8.26% | 8.57% | 676 | +3 | 0.01% | Q4 2025 | Jan 26, 2026 |
| ASSOCIATED BANC-CORP | History | Reduced | 46,273 | 15,513 | 0.4% | 0.48% | 677 | -9,273 | -16.69% | Q4 2025 | Feb 06, 2026 |
| Philip James Wealth Mangement, LLC | History | Added to | 46,234 | 15,500 | 1.8% | 1.75% | 678 | +432 | 0.94% | Q4 2025 | Jan 20, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 45,786 | 15,350 | 1.15% | 1.22% | 679 | +908 | 2.02% | Q4 2025 | Jan 07, 2026 |
| Pacific Capital Wealth Advisors, Inc. | History | Added to | 45,783 | 15,349 | 2.63% | 2.59% | 680 | +102 | 0.22% | Q4 2025 | Jan 26, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Added to | 45,750 | 15,338 | 1.98% | 2.04% | 681 | +1,679 | 3.81% | Q4 2025 | Feb 04, 2026 |
| Intelligent Financial Strategies | History | Reduced | 45,676 | 15,313 | 7.36% | 7.9% | 682 | -3,655 | -7.41% | Q4 2025 | Jan 26, 2026 |
| Ironsides Asset Advisors, LLC | History | Reduced | 45,510 | 15,258 | 3.87% | 5.56% | 683 | -20,173 | -30.71% | Q4 2025 | Feb 12, 2026 |
| Asset Management Group, Inc. | History | Reduced | 45,390 | 15,217 | 2.46% | 2.45% | 684 | -242 | -0.53% | Q4 2025 | Feb 17, 2026 |
| Abound Wealth Management | History | Added to | 45,376 | 15,213 | 3.56% | 3.57% | 685 | +1,912 | 4.4% | Q4 2025 | Jan 12, 2026 |
| Great Lakes Retirement, Inc. | History | Added to | 45,160 | 15,140 | 1.57% | 1.23% | 686 | +10,707 | 31.08% | Q4 2025 | Feb 12, 2026 |
| Berman McAleer LLC | History | Added to | 45,138 | 15,133 | 2.07% | 1.95% | 687 | +2,857 | 6.76% | Q4 2025 | Feb 05, 2026 |
| Independence Asset Advisors, LLC | History | Added to | 44,969 | 15,076 | 8.31% | 6.23% | 688 | +249 | 0.56% | Q4 2025 | Feb 02, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 44,670 | 14,976 | 0.2% | 0.24% | 689 | -9,339 | -17.29% | Q4 2025 | Jan 30, 2026 |
| Glassman Wealth Services | History | Added to | 44,643 | 14,967 | 2.02% | 2.03% | 690 | +568 | 1.29% | Q4 2025 | Jan 28, 2026 |
| Klingman & Associates, LLC | History | Reduced | 44,638 | 14,965 | 0.72% | 0.76% | 691 | -1,454 | -3.15% | Q4 2025 | Jan 29, 2026 |
| CHILTON INVESTMENT CO INC. | History | Reduced | 44,514 | 14,924 | 0.31% | 0.3% | 692 | -261 | -0.58% | Q4 2025 | Feb 17, 2026 |
| TRAPHAGEN INVESTMENT ADVISORS LLC | History | Reduced | 44,327 | 14,861 | 1.22% | 1.28% | 693 | -1,024 | -2.26% | Q4 2025 | Jan 27, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 44,211 | 14,823 | 0.43% | 0.32% | 694 | +14,275 | 47.69% | Q4 2025 | Feb 12, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 44,082 | 14,779 | 0.06% | 0.06% | 695 | +5 | 0.01% | Q4 2025 | Feb 12, 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | History | Added to | 43,893 | 14,716 | 0.76% | 0.73% | 696 | +194 | 0.44% | Q4 2025 | Feb 17, 2026 |
| Shelter Mutual Insurance Co | History | No change | 43,850 | 14,701 | 3.28% | 3.23% | 697 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SELDON CAPITAL LP | History | Reduced | 43,798 | 14,684 | 5.08% | 6.24% | 698 | -10,300 | -19.04% | Q4 2025 | Feb 17, 2026 |
| Stonekeep Investments, LLC | History | Added to | 43,742 | 14,665 | 9.38% | 8.78% | 699 | +1,530 | 3.62% | Q4 2025 | Jan 07, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 43,730 | 14,661 | 0.08% | 0.08% | 700 | +5,488 | 14.35% | Q4 2025 | Feb 12, 2026 |
| FOCUSED ALPHA, LLC | History | New | 43,728 | 14,660 | 4.31% | — | 701 | +43,728 | New | Q4 2025 | Feb 13, 2026 |
| Cascade Financial Partners, LLC | History | Reduced | 43,635 | 14,629 | 1.48% | 1.87% | 702 | -6,154 | -12.36% | Q4 2025 | Feb 06, 2026 |
| NIA IMPACT ADVISORS, LLC | History | No change | 43,575 | 14,609 | 4.9% | 4.65% | 703 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Cornerstone Management, Inc. | History | Reduced | 43,572 | 14,608 | 2.38% | 2.74% | 704 | -6,830 | -13.55% | Q4 2025 | Feb 06, 2026 |
| Stratos Investment Management, LLC | History | Added to | 43,406 | 14,553 | 0.58% | 0.57% | 705 | +1,594 | 3.81% | Q4 2025 | Jan 20, 2026 |
| Sigma Planning Corp | History | Added to | 43,308 | 14,544 | 0.4% | 0.37% | 706 | +4,035 | 10.27% | Q4 2025 | Jan 30, 2026 |
| FIRST HAWAIIAN BANK | History | No change | 43,350 | 14,533 | 1.93% | 1.82% | 707 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| FAYEZ SAROFIM & CO | History | Reduced | 43,329 | 14,526 | 0.03% | 0.03% | 708 | -150 | -0.34% | Q4 2025 | Feb 13, 2026 |
| Dogwood Wealth Management LLC | History | Added to | 43,305 | 14,518 | 6.39% | 5.92% | 709 | +3,698 | 9.34% | Q4 2025 | Feb 04, 2026 |
| Sandy Cove Advisors, LLC | History | Reduced | 43,194 | 14,481 | 4.29% | 4.56% | 710 | -248 | -0.57% | Q4 2025 | Feb 09, 2026 |
| SHAYNE & JACOBS, LLC | History | Reduced | 43,123 | 14,457 | 4.38% | 4.63% | 711 | -2,481 | -5.44% | Q4 2025 | Jan 27, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 43,101 | 14,450 | 0.21% | 0.18% | 712 | -1,798 | -4.0% | Q4 2025 | Feb 02, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 43,079 | 14,443 | 0.7% | 0.79% | 713 | -6,810 | -13.65% | Q4 2025 | Jan 20, 2026 |
| Bradley & Co. Private Wealth Management, LLC | History | Reduced | 42,801 | 14,349 | 7.59% | 7.79% | 714 | -84 | -0.2% | Q4 2025 | Feb 11, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 42,759 | 14,335 | 0.1% | 0.1% | 715 | +652 | 1.55% | Q4 2025 | Feb 13, 2026 |
| Caldwell Trust Co | History | Added to | 42,454 | 14,233 | 1.27% | 0.44% | 716 | +28,148 | 196.76% | Q4 2025 | Jan 30, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Reduced | 42,202 | 14,148 | 0.59% | 0.59% | 717 | -263 | -0.62% | Q4 2025 | Feb 09, 2026 |
| Greenspring Advisors, LLC | History | Added to | 42,182 | 14,142 | 0.87% | 1.1% | 718 | +23,197 | 122.19% | Q4 2025 | Feb 10, 2026 |
| Trinity Financial Advisors LLC | History | Reduced | 42,058 | 14,100 | 3.94% | 4.14% | 719 | -1,534 | -3.52% | Q4 2025 | Jan 13, 2026 |
| Symmetry Partners, LLC | History | Reduced | 41,985 | 14,076 | 0.83% | 2.33% | 720 | -23,221 | -35.61% | Q4 2025 | Jan 27, 2026 |
| Avant Financial Advisors LLC | History | Added to | 41,790 | 14,010 | 10.07% | 9.91% | 721 | +1,711 | 4.27% | Q4 2025 | Jan 15, 2026 |
| Azimuth Capital Investment Management LLC | History | Added to | 41,760 | 14,000 | 0.5% | 0.47% | 722 | +2,015 | 5.07% | Q4 2025 | Feb 12, 2026 |
| Symphony Financial, Ltd. Co. | History | Added to | 41,564 | 13,954 | 1.87% | 1.25% | 723 | +10,167 | 32.38% | Q4 2025 | Feb 11, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 41,490 | 13,910 | 0.95% | 0.96% | 724 | +2,421 | 6.2% | Q4 2025 | Feb 03, 2026 |
| Estate Counselors, LLC | History | Reduced | 41,486 | 13,909 | 1.16% | 1.68% | 725 | -18,300 | -30.61% | Q4 2025 | Feb 02, 2026 |
| DELPHI FINANCIAL GROUP, INC. | History | Added to | 41,400 | 13,880 | 6.93% | 2.25% | 726 | +29,218 | 239.85% | Q4 2025 | Feb 11, 2026 |
| MONOGRAPH WEALTH ADVISORS, LLC | History | Added to | 41,358 | 13,866 | 1.36% | 1.27% | 727 | +3,156 | 8.26% | Q4 2025 | Feb 13, 2026 |
| OneAscent Financial Services LLC | History | Added to | 41,341 | 13,860 | 1.28% | 0.11% | 728 | +38,573 | 1393.53% | Q4 2025 | Feb 11, 2026 |
| Clarity Capital Advisors, LLC | History | Added to | 41,115 | 13,784 | 6.89% | 7.21% | 729 | +777 | 1.93% | Q4 2025 | Feb 11, 2026 |
| Ahara Advisors LLC | History | New | 41,091 | 13,776 | 12.52% | — | 730 | +41,091 | New | Q4 2025 | Apr 02, 2026 |
| Lebenthal Global Advisors, LLC | History | Added to | 41,038 | 13,758 | 2.12% | 1.72% | 731 | +11,030 | 36.76% | Q4 2025 | Jan 28, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | Reduced | 40,991 | 13,742 | 0.25% | 0.29% | 732 | -669 | -1.61% | Q4 2025 | Jan 28, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | Reduced | 40,925 | 13,720 | 0.2% | 0.2% | 733 | -533 | -1.29% | Q4 2025 | Feb 12, 2026 |
| KLCM Advisors, Inc. | History | New | 40,855 | 13,697 | 1.18% | — | 734 | +40,855 | New | Q4 2025 | Feb 04, 2026 |
| VPR Management LLC | History | No change | 40,800 | 13,679 | 6.09% | 6.08% | 735 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Ares Financial Consulting, LLC | History | New | 40,772 | 13,669 | 13.02% | — | 736 | +40,772 | New | Q4 2025 | Jan 30, 2026 |
| Good Steward Wealth Advisors,LLC | History | Added to | 40,769 | 13,668 | 9.02% | 8.99% | 737 | +1,121 | 2.83% | Q4 2025 | Jan 22, 2026 |
| Canopy Partners, LLC | History | Reduced | 40,760 | 13,665 | 4.45% | 4.5% | 738 | -248 | -0.6% | Q4 2025 | Feb 12, 2026 |
| UMB Bank, n.a. | History | Added to | 40,662 | 13,632 | 0.18% | 0.09% | 739 | +21,173 | 108.64% | Q4 2025 | Feb 13, 2026 |
| GoalVest Advisory LLC | History | Reduced | 40,113 | 13,448 | 2.58% | 2.79% | 740 | -36 | -0.09% | Q4 2025 | Jan 05, 2026 |
| Regal Investment Advisors LLC | History | Added to | 40,111 | 13,447 | 0.8% | 0.77% | 741 | +4,024 | 11.15% | Q4 2025 | Feb 17, 2026 |
| INTREPID FAMILY OFFICE LLC | History | Reduced | 40,000 | 13,410 | 11.56% | 16.47% | 742 | -20,000 | -33.33% | Q4 2025 | Feb 17, 2026 |
| Arta Finance Wealth Management LLC | History | New | 39,820 | 13,350 | 6.81% | — | 743 | +39,820 | New | Q4 2025 | Jan 20, 2026 |
| Avior Wealth Management, LLC | History | Added to | 39,804 | 13,344 | 0.42% | 0.41% | 744 | +1,018 | 2.62% | Q4 2025 | Jan 06, 2026 |
| Tortoise Investment Management, LLC | History | Added to | 39,536 | 13,255 | 1.16% | 1.15% | 745 | +42 | 0.11% | Q4 2025 | Feb 06, 2026 |
| Sharper & Granite LLC | History | Reduced | 39,425 | 13,218 | 4.66% | 4.64% | 746 | -75 | -0.19% | Q4 2025 | Jan 27, 2026 |
| Downshift Financial, LLC | History | New | 39,620 | 13,212 | 8.15% | — | 747 | +39,620 | New | Q4 2025 | Mar 11, 2026 |
| Waldron Private Wealth LLC | History | Added to | 39,336 | 13,188 | 0.52% | 0.52% | 748 | +529 | 1.36% | Q4 2025 | Jan 14, 2026 |
| RFG Advisory, LLC | History | Reduced | 39,219 | 13,148 | 0.25% | 0.28% | 749 | -2,574 | -6.16% | Q4 2025 | Feb 03, 2026 |
| HMV Wealth Advisors, LLC | History | Reduced | 38,931 | 13,052 | 6.53% | 7.04% | 750 | -65 | -0.17% | Q4 2025 | Jan 20, 2026 |
| Perennial Investment Advisors, LLC | History | Reduced | 38,683 | 12,968 | 1.02% | 1.09% | 751 | -1,593 | -3.96% | Q4 2025 | Feb 17, 2026 |
| CULBERTSON A N & CO INC | History | Reduced | 38,671 | 12,965 | 1.78% | 1.83% | 752 | -724 | -1.84% | Q4 2025 | Jan 21, 2026 |
| Pachira Investments Inc. | History | Added to | 38,646 | 12,956 | 6.31% | 6.46% | 753 | +3,633 | 10.38% | Q4 2025 | Feb 02, 2026 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | History | Reduced | 38,580 | 12,934 | 4.32% | 4.38% | 754 | -50 | -0.13% | Q4 2025 | Jan 22, 2026 |
| Farnam Financial LLC | History | Reduced | 38,515 | 12,912 | 9.72% | 10.4% | 755 | -2,256 | -5.53% | Q4 2025 | Jan 26, 2026 |
| Blackston Financial Advisory Group, LLC | History | Reduced | 38,497 | 12,906 | 7.86% | 7.75% | 756 | -1,289 | -3.24% | Q4 2025 | Feb 06, 2026 |
| Wealth Alliance Advisory Group, LLC | History | Added to | 38,431 | 12,884 | 2.21% | 2.23% | 757 | +674 | 1.79% | Q4 2025 | Jan 29, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Reduced | 38,425 | 12,882 | 1.04% | 1.7% | 758 | -21,050 | -35.39% | Q4 2025 | Feb 12, 2026 |
| NerdWallet Wealth Partners, LLC | History | Reduced | 38,420 | 12,880 | 5.77% | 6.2% | 759 | -119 | -0.31% | Q4 2025 | Jan 13, 2026 |
| Legacy Advisors, LLC | History | Added to | 38,405 | 12,876 | 1.38% | 0.69% | 760 | +21,430 | 126.24% | Q4 2025 | Jan 27, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 38,407 | 12,876 | 0.19% | 0.16% | 761 | +6,107 | 18.91% | Q4 2025 | Feb 09, 2026 |
| WEBSTER BANK, N. A. | History | Reduced | 38,210 | 12,810 | 1.2% | 1.28% | 762 | -2,353 | -5.8% | Q4 2025 | Jan 23, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 38,198 | 12,806 | 0.28% | 0.28% | 763 | +291 | 0.77% | Q4 2025 | Feb 04, 2026 |
| Chicago Capital, LLC | History | Added to | 38,198 | 12,806 | 0.32% | 0.31% | 764 | +134 | 0.35% | Q4 2025 | Jan 26, 2026 |
| Sunpointe, LLC | History | Added to | 38,128 | 12,783 | 4.24% | 3.81% | 765 | +6,058 | 18.89% | Q4 2025 | Jan 23, 2026 |
| Lantz Financial LLC | History | Reduced | 38,099 | 12,773 | 2.7% | 2.8% | 766 | -451 | -1.17% | Q4 2025 | Jan 14, 2026 |
| TI-TRUST, INC | History | Reduced | 38,097 | 12,772 | 7.88% | 7.9% | 767 | -181 | -0.47% | Q4 2025 | Jan 23, 2026 |
| Frazier Financial Advisors, LLC | History | Reduced | 37,795 | 12,671 | 7.5% | 7.86% | 768 | -1,206 | -3.09% | Q4 2025 | Feb 09, 2026 |
| Rinkey Investments | History | Added to | 37,775 | 12,665 | 3.22% | 3.1% | 769 | +2,134 | 5.99% | Q4 2025 | Feb 04, 2026 |
| Great Point Wealth Advisors, LLC | History | Reduced | 37,624 | 12,614 | 2.3% | 2.34% | 770 | -304 | -0.8% | Q4 2025 | Jan 26, 2026 |
| Beaird Harris Wealth Management, LLC | History | Added to | 37,460 | 12,559 | 0.86% | 0.86% | 771 | +321 | 0.86% | Q4 2025 | Feb 23, 2026 |
| Carnegie Investment Counsel | History | Added to | 37,428 | 12,548 | 0.23% | 0.2% | 772 | +5,834 | 18.47% | Q4 2025 | Jan 23, 2026 |
| Ironwood Financial, llc | History | Added to | 36,565 | 12,542 | 2.13% | 2.03% | 773 | +1,645 | 4.71% | Q4 2025 | Jan 15, 2026 |
| CAMBIENT FAMILY OFFICE, LLC | History | New | 37,352 | 12,523 | 1.79% | — | 774 | +37,352 | New | Q4 2025 | Feb 20, 2026 |
| Capital Square, LLC | History | Added to | 37,259 | 12,491 | 6.37% | 5.98% | 775 | +1,489 | 4.16% | Q4 2025 | Feb 13, 2026 |
| Calder Financial LLC | History | New | 36,894 | 12,369 | 12.14% | — | 776 | +36,894 | New | Q4 2025 | Jan 23, 2026 |
| PHILADELPHIA TRUST CO | History | No change | 36,865 | 12,360 | 0.85% | 0.85% | 777 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| SHUFRO ROSE & CO LLC | History | Added to | 36,644 | 12,285 | 0.83% | 0.7% | 778 | +5,327 | 17.01% | Q4 2025 | Feb 09, 2026 |
| Kovack Advisors, Inc. | History | Added to | 36,600 | 12,271 | 0.57% | 0.76% | 779 | +11,877 | 48.04% | Q4 2025 | Feb 17, 2026 |
| Auto-Owners Insurance Co | History | Added to | 36,600 | 12,270 | 0.26% | 0.18% | 780 | +15,600 | 74.29% | Q4 2025 | Mar 09, 2026 |
| One Day In July LLC | History | Added to | 36,418 | 12,209 | 1.0% | 0.9% | 781 | +3,842 | 11.79% | Q4 2025 | Feb 04, 2026 |
| Northland Capital Management LLC | History | Reduced | 36,390 | 12,200 | 6.83% | 10.8% | 782 | -19,897 | -35.35% | Q4 2025 | Jan 20, 2026 |
| Dunhill Financial, LLC | History | Added to | 36,382 | 12,197 | 2.98% | 3.07% | 783 | +497 | 1.38% | Q4 2025 | Jan 29, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 35,656 | 12,189 | 0.39% | 0.39% | 784 | +1,363 | 3.97% | Q4 2025 | Jan 23, 2026 |
| Cambridge Advisors Inc. | History | Reduced | 36,297 | 12,169 | 2.32% | 2.38% | 785 | -762 | -2.06% | Q4 2025 | Jan 21, 2026 |
| IRON Financial LLC | History | Added to | 36,126 | 12,111 | 5.57% | 5.67% | 786 | +61 | 0.17% | Q4 2025 | Jan 22, 2026 |
| CERTUITY, LLC | History | Added to | 35,851 | 12,020 | 0.76% | 0.78% | 787 | +1,013 | 2.91% | Q4 2025 | Jan 30, 2026 |
| Synergy Asset Management, LLC | History | Reduced | 35,821 | 12,009 | 1.25% | 1.42% | 788 | -88,877 | -71.27% | Q4 2025 | Jan 13, 2026 |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | History | Added to | 35,754 | 11,987 | 3.21% | 2.8% | 789 | +4,969 | 16.14% | Q4 2025 | Feb 11, 2026 |
| FFT WEALTH MANAGEMENT LLC | History | Added to | 35,725 | 11,977 | 2.28% | 2.16% | 790 | +39 | 0.11% | Q4 2025 | Feb 09, 2026 |
| Osbon Capital Management LLC | History | New | 35,722 | 11,976 | 11.2% | — | 791 | +35,722 | New | Q4 2025 | Mar 16, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Added to | 35,693 | 11,966 | 1.69% | 1.4% | 792 | +8,683 | 32.15% | Q4 2025 | Jan 12, 2026 |
| Cypress Point Wealth Management, LLC | History | Reduced | 35,672 | 11,959 | 2.61% | 2.54% | 793 | -2,566 | -6.71% | Q4 2025 | Feb 02, 2026 |
| PFG Investments, LLC | History | Added to | 35,622 | 11,943 | 0.56% | 0.6% | 794 | +263 | 0.74% | Q4 2025 | Jan 26, 2026 |
| DAVENPORT & Co LLC | History | Added to | 35,619 | 11,942 | 0.06% | 0.06% | 795 | +2,281 | 6.84% | Q4 2025 | Jan 12, 2026 |
| Aerodigm Wealth, LLC | History | Reduced | 35,620 | 11,942 | 4.2% | 5.21% | 796 | -1,956 | -5.21% | Q4 2025 | Feb 06, 2026 |
| Modus Advisors, LLC | History | Reduced | 35,571 | 11,925 | 3.15% | 3.19% | 797 | -187 | -0.52% | Q4 2025 | Feb 11, 2026 |
| Partners in Financial Planning | History | Reduced | 35,535 | 11,913 | 2.02% | 2.02% | 798 | -130 | -0.36% | Q4 2025 | Feb 02, 2026 |
| SONATA CAPITAL GROUP INC | History | Reduced | 35,531 | 11,912 | 4.3% | 4.33% | 799 | -157 | -0.44% | Q4 2025 | Jan 26, 2026 |
| Sherman Asset Management, Inc. | History | Added to | 35,525 | 11,910 | 10.09% | 9.84% | 800 | +776 | 2.23% | Q4 2025 | Feb 05, 2026 |
| BURLING WEALTH PARTNERS, LLC | History | Added to | 35,505 | 11,903 | 1.85% | 1.39% | 801 | +9,929 | 38.82% | Q4 2025 | Feb 06, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Reduced | 35,392 | 11,865 | 0.56% | 0.71% | 802 | -4,852 | -12.06% | Q4 2025 | Jan 12, 2026 |
| FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC | History | Reduced | 35,323 | 11,842 | 1.21% | 1.23% | 803 | -570 | -1.59% | Q4 2025 | Jan 30, 2026 |
| Confluence Wealth Services, Inc. | History | Reduced | 34,986 | 11,729 | 0.49% | 0.57% | 804 | -555 | -1.56% | Q4 2025 | Jan 28, 2026 |
| Financial Alternatives, Inc | History | Added to | 34,837 | 11,679 | 6.79% | 6.82% | 805 | +535 | 1.56% | Q4 2025 | Feb 04, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 34,800 | 11,667 | 0.0% | — | 806 | +34,800 | New | Q4 2025 | Feb 13, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | Reduced | 34,621 | 11,607 | 0.58% | 0.57% | 807 | -355 | -1.01% | Q4 2025 | Feb 02, 2026 |
| Essex Financial Services, Inc. | History | Reduced | 34,584 | 11,595 | 0.66% | 0.68% | 808 | -166 | -0.48% | Q4 2025 | Feb 10, 2026 |
| WealthPLAN Partners, LLC | History | Reduced | 34,511 | 11,570 | 1.73% | 1.8% | 809 | -2,163 | -5.9% | Q4 2025 | Feb 12, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 34,482 | 11,560 | 0.38% | 0.37% | 810 | +1,961 | 6.03% | Q4 2025 | Feb 13, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 34,442 | 11,547 | 0.23% | 0.26% | 811 | -2,241 | -6.11% | Q4 2025 | Feb 06, 2026 |
| Squire Investment Management Company, LLC | History | Added to | 34,361 | 11,520 | 3.49% | 3.31% | 812 | +3,370 | 10.87% | Q4 2025 | Jan 22, 2026 |
| Brady Martz Wealth Solutions, LLC | History | No change | 34,343 | 11,514 | 2.03% | 2.05% | 813 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Trust Point Inc. | History | Reduced | 34,339 | 11,512 | 0.91% | 0.91% | 814 | -50 | -0.15% | Q4 2025 | Jan 13, 2026 |
| Krilogy Financial LLC | History | Added to | 33,458 | 11,443 | 0.39% | 0.37% | 815 | +3,845 | 12.98% | Q4 2025 | Jan 27, 2026 |
| Emprise Bank | History | Reduced | 33,679 | 11,291 | 4.69% | 4.79% | 816 | -114 | -0.34% | Q4 2025 | Jan 28, 2026 |
| WFA of San Diego, LLC | History | Reduced | 33,640 | 11,278 | 8.25% | 7.77% | 817 | -1,028 | -2.97% | Q4 2025 | Feb 17, 2026 |
| CWS Financial Advisors, LLC | History | Reduced | 33,541 | 11,245 | 3.05% | 3.11% | 818 | -639 | -1.87% | Q4 2025 | Feb 06, 2026 |
| GC Wealth Management RIA, LLC | History | Reduced | 33,521 | 11,238 | 0.41% | 0.38% | 819 | -1,898 | -5.36% | Q4 2025 | Jan 30, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | Reduced | 33,459 | 11,217 | 1.26% | 1.29% | 820 | -823 | -2.4% | Q4 2025 | Jan 22, 2026 |
| American Money Management, LLC | History | Added to | 33,398 | 11,197 | 1.76% | 1.82% | 821 | +174 | 0.52% | Q4 2025 | Feb 10, 2026 |
| Cyndeo Wealth Partners, LLC | History | Reduced | 33,301 | 11,164 | 0.6% | 0.61% | 822 | -405 | -1.2% | Q4 2025 | Jan 07, 2026 |
| Relyea Zuckerberg Hanson LLC | History | Added to | 33,235 | 11,142 | 1.13% | 1.13% | 823 | +438 | 1.34% | Q4 2025 | Jan 20, 2026 |
| Weaver Consulting Group | History | Added to | 33,197 | 11,130 | 2.72% | 2.75% | 824 | +202 | 0.61% | Q4 2025 | Feb 10, 2026 |
| EASTERN BANK | History | Reduced | 33,098 | 11,096 | 0.19% | 0.19% | 825 | -286 | -0.86% | Q4 2025 | Jan 14, 2026 |
| IFC Advisors LLC | History | No change | 32,877 | 11,022 | 1.61% | 1.98% | 826 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Silver Oak Advisory Group, Inc. | History | Reduced | 32,874 | 11,021 | 4.98% | 4.91% | 827 | -182 | -0.55% | Q4 2025 | Feb 03, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Reduced | 32,789 | 10,993 | 1.61% | 1.64% | 828 | -197 | -0.6% | Q4 2025 | Feb 09, 2026 |
| MELFA WEALTH MANAGEMENT, INC. | History | Added to | 32,764 | 10,984 | 6.33% | 5.78% | 829 | +2,729 | 9.09% | Q4 2025 | Jan 16, 2026 |
| Stonehage Fleming Financial Services Holdings Ltd | History | Reduced | 32,751 | 10,980 | 0.34% | 0.4% | 830 | -10,315 | -23.95% | Q4 2025 | Jan 13, 2026 |
| Curi Capital, LLC | History | Added to | 32,671 | 10,953 | 0.19% | 0.18% | 831 | +2,273 | 7.48% | Q4 2025 | Feb 17, 2026 |
| Atlas Brown,Inc. | History | Reduced | 32,628 | 10,939 | 3.25% | 3.27% | 832 | -1,126 | -3.34% | Q4 2025 | Jan 09, 2026 |
| Onyx Bridge Wealth Group LLC | History | Reduced | 32,469 | 10,885 | 1.16% | 1.16% | 833 | -51 | -0.16% | Q4 2025 | Feb 18, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 32,364 | 10,850 | 0.82% | 0.84% | 834 | +573 | 1.8% | Q4 2025 | Jan 09, 2026 |
| BOSTON FAMILY OFFICE LLC | History | Added to | 32,342 | 10,843 | 0.69% | 0.66% | 835 | +745 | 2.36% | Q4 2025 | Feb 13, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 32,085 | 10,840 | 0.41% | 0.28% | 836 | +18,057 | 128.72% | Q4 2025 | Feb 13, 2026 |
| Consilium Wealth Advisory, LLC | History | Added to | 32,234 | 10,807 | 3.99% | 4.04% | 837 | +304 | 0.95% | Q4 2025 | Jan 26, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 32,059 | 10,748 | 0.37% | 0.38% | 838 | -397 | -1.22% | Q4 2025 | Jan 12, 2026 |
| SVB WEALTH LLC | History | Added to | 31,999 | 10,728 | 0.63% | 0.56% | 839 | +150 | 0.47% | Q4 2025 | Feb 04, 2026 |
| Lansing Street Advisors | History | Added to | 31,997 | 10,727 | 2.74% | 2.78% | 840 | +162 | 0.51% | Q4 2025 | Jan 26, 2026 |
| Ramiah Investment Group | History | Added to | 31,903 | 10,696 | 10.47% | 9.8% | 841 | +1,683 | 5.57% | Q4 2025 | Jan 28, 2026 |
| Greenbush Financial Group, LLC | History | Added to | 31,795 | 10,660 | 3.63% | 3.86% | 842 | +1,111 | 3.62% | Q4 2025 | Jan 20, 2026 |
| Van Cleef Asset Management,Inc | History | Reduced | 31,726 | 10,636 | 1.08% | 1.06% | 843 | -20 | -0.06% | Q4 2025 | Feb 09, 2026 |
| Versant Capital Management, Inc | History | Reduced | 31,686 | 10,623 | 1.33% | 1.48% | 844 | -1,501 | -4.52% | Q4 2025 | Jan 08, 2026 |
| One Capital Management, LLC | History | Reduced | 31,620 | 10,601 | 0.32% | 0.33% | 845 | -337 | -1.05% | Q4 2025 | Feb 10, 2026 |
| ROBERTS GLORE & CO INC /IL/ | History | Added to | 31,616 | 10,599 | 2.82% | 2.55% | 846 | +3,161 | 11.11% | Q4 2025 | Feb 05, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 31,611 | 10,598 | 0.39% | 0.27% | 847 | +13,898 | 78.46% | Q4 2025 | Feb 09, 2026 |
| ABLE Financial Group, LLC | History | Added to | 31,594 | 10,592 | 2.15% | 1.99% | 848 | +3,577 | 12.77% | Q4 2025 | Jan 23, 2026 |
| NWAM LLC | History | Added to | 31,092 | 10,576 | 0.59% | 0.56% | 849 | +46 | 0.15% | Q4 2025 | Feb 04, 2026 |
| Evergreen Wealth Management, LLC | History | Reduced | 31,494 | 10,558 | 5.32% | 6.55% | 850 | -6,557 | -17.23% | Q4 2025 | Feb 06, 2026 |
| WoodTrust Financial Corp | History | Added to | 31,348 | 10,510 | 1.23% | 0.62% | 851 | +15,496 | 97.75% | Q4 2025 | Jan 30, 2026 |
| BEACON FINANCIAL GROUP | History | New | 31,032 | 10,403 | 1.03% | — | 852 | +31,032 | New | Q4 2025 | Apr 01, 2026 |
| SAGE RHINO CAPITAL LLC | History | Added to | 30,995 | 10,391 | 1.96% | 1.91% | 853 | +828 | 2.74% | Q4 2025 | Jan 30, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | Added to | 30,946 | 10,375 | 0.17% | 0.16% | 854 | +1,703 | 5.82% | Q4 2025 | Jan 13, 2026 |
| ASL Financial, LLC | History | New | 30,865 | 10,348 | 8.13% | — | 855 | +30,865 | New | Q4 2025 | Jan 20, 2026 |
| Asset Dedication, LLC | History | Reduced | 30,837 | 10,338 | 0.68% | 0.69% | 856 | -443 | -1.42% | Q4 2025 | Jan 26, 2026 |
| CVA Family Office, LLC | History | Added to | 30,725 | 10,301 | 1.18% | 1.25% | 857 | +1,100 | 3.71% | Q4 2025 | Jan 12, 2026 |
| Retirement Planning Group, LLC | History | Reduced | 30,688 | 10,288 | 0.34% | 0.35% | 858 | -168 | -0.54% | Q4 2025 | Feb 03, 2026 |
| Professional Financial Advisors, LLC | History | Reduced | 30,686 | 10,287 | 2.1% | 2.13% | 859 | -126 | -0.41% | Q4 2025 | Jan 15, 2026 |
| TPG Advisors LLC | History | Reduced | 30,619 | 10,265 | 6.39% | 6.67% | 860 | -276 | -0.89% | Q4 2025 | Jan 21, 2026 |
| Compass Financial Group, Inc. | History | Added to | 30,563 | 10,246 | 4.52% | 4.41% | 861 | +639 | 2.14% | Q4 2025 | Feb 05, 2026 |
| Grove Street Fiduciary, LLC | History | New | 30,443 | 10,206 | 4.27% | — | 862 | +30,443 | New | Q4 2025 | Feb 03, 2026 |
| SWMG, LLC | History | Added to | 29,820 | 10,167 | 2.82% | 2.92% | 863 | +670 | 2.3% | Q4 2025 | Feb 10, 2026 |
| SHEPHERD KAPLAN KROCHUK, LLC | History | Added to | 30,266 | 10,147 | 8.38% | 6.41% | 864 | +6,452 | 27.09% | Q4 2025 | Feb 13, 2026 |
| Next Capital Management LLC | History | Added to | 30,174 | 10,116 | 3.24% | 2.99% | 865 | +2,918 | 10.71% | Q4 2025 | Feb 11, 2026 |
| Bouchey Financial Group Ltd | History | Reduced | 30,110 | 10,094 | 0.76% | 0.77% | 866 | -158 | -0.52% | Q4 2025 | Jan 16, 2026 |
| Smallwood Wealth Investment Management, LLC | History | Reduced | 30,100 | 10,091 | 5.28% | 5.51% | 867 | -2,849 | -8.65% | Q4 2025 | Jan 23, 2026 |
| Prepared Retirement Institute LLC | History | Added to | 30,052 | 10,075 | 5.07% | 4.46% | 868 | +3,954 | 15.15% | Q4 2025 | Jan 29, 2026 |
| PATTON ALBERTSON MILLER GROUP, LLC | History | Reduced | 30,043 | 10,072 | 1.18% | 1.21% | 869 | -499 | -1.63% | Q4 2025 | Feb 03, 2026 |
| Endowment Wealth Management, Inc. | History | Added to | 30,036 | 10,070 | 4.63% | 4.21% | 870 | +1,796 | 6.36% | Q4 2025 | Feb 09, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 29,959 | 10,044 | 0.38% | 0.38% | 871 | -481 | -1.58% | Q4 2025 | Feb 17, 2026 |
| Garner Asset Management Corp | History | Added to | 29,925 | 10,033 | 3.85% | 3.87% | 872 | +704 | 2.41% | Q4 2025 | Feb 03, 2026 |
| Sovereign Investment Advisors, LLC | History | Reduced | 29,908 | 10,027 | 2.51% | 2.78% | 873 | -1,147 | -3.69% | Q4 2025 | Feb 13, 2026 |
| TRUST CO OF VERMONT | History | Added to | 29,870 | 10,014 | 0.42% | 0.37% | 874 | +3,680 | 14.05% | Q4 2025 | Jan 16, 2026 |
| NovaPoint Capital, LLC | History | Reduced | 29,768 | 9,980 | 2.57% | 2.54% | 875 | -1,903 | -6.01% | Q4 2025 | Jan 21, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 29,656 | 9,942 | 0.87% | 0.87% | 876 | -414 | -1.38% | Q4 2025 | Jan 26, 2026 |
| FAMILY WEALTH PARTNERS, LLC | History | Reduced | 29,633 | 9,934 | 3.58% | 3.69% | 877 | -340 | -1.13% | Q4 2025 | Jan 14, 2026 |
| JPL Wealth Management, LLC | History | Reduced | 29,457 | 9,875 | 2.41% | 2.77% | 878 | -6,172 | -17.32% | Q4 2025 | Feb 12, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 29,358 | 9,842 | 0.63% | 0.67% | 879 | -1,249 | -4.08% | Q4 2025 | Feb 03, 2026 |
| Pullen Investment Management, LLC | History | Added to | 29,128 | 9,765 | 5.14% | 4.8% | 880 | +2,131 | 7.89% | Q4 2025 | Jan 20, 2026 |
| STOCK YARDS BANK & TRUST CO | History | Reduced | 29,015 | 9,727 | 0.3% | 0.34% | 881 | -4,502 | -13.43% | Q4 2025 | Jan 21, 2026 |
| Arrowroot Family Office, LLC | History | Added to | 28,993 | 9,720 | 3.54% | 3.65% | 882 | +1,096 | 3.93% | Q4 2025 | Feb 11, 2026 |
| Crews Bank & Trust | History | Added to | 28,974 | 9,714 | 1.39% | 1.27% | 883 | +2,430 | 9.15% | Q4 2025 | Jan 21, 2026 |
| Harfst & Associates, Inc. | History | Reduced | 28,922 | 9,696 | 1.75% | 1.76% | 884 | -174 | -0.6% | Q4 2025 | Feb 10, 2026 |
| BluePrint Investing LLC | History | New | 28,899 | 9,689 | 7.71% | — | 885 | +28,899 | New | Q4 2025 | Feb 05, 2026 |
| UNIVEST FINANCIAL Corp | History | Reduced | 28,845 | 9,670 | 0.51% | 0.56% | 886 | -1,902 | -6.19% | Q4 2025 | Feb 04, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 28,838 | 9,668 | 1.08% | 1.04% | 887 | +5,455 | 23.33% | Q4 2025 | Feb 11, 2026 |
| Mathes Company, Inc. | History | Added to | 28,640 | 9,602 | 3.42% | 3.08% | 888 | +2,500 | 9.56% | Q4 2025 | Feb 09, 2026 |
| Chesley Taft & Associates LLC | History | Reduced | 28,596 | 9,587 | 0.38% | 0.4% | 889 | -241 | -0.84% | Q4 2025 | Jan 14, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 28,434 | 9,533 | 0.44% | 0.44% | 890 | -877 | -2.99% | Q4 2025 | Feb 17, 2026 |
| SteelPeak Wealth, LLC | History | Reduced | 28,224 | 9,462 | 0.31% | 0.47% | 891 | -14,743 | -34.31% | Q4 2025 | Jan 20, 2026 |
| Kathmere Capital Management, LLC | History | Added to | 28,221 | 9,461 | 0.64% | 0.61% | 892 | +2,111 | 8.09% | Q4 2025 | Jan 13, 2026 |
| Weitzel Financial Services, Inc. | History | Added to | 28,126 | 9,459 | 3.66% | 3.5% | 893 | +1,654 | 6.25% | Q4 2025 | Feb 03, 2026 |
| Legacy Wealth Management, Inc | History | Reduced | 28,195 | 9,452 | 0.54% | 0.55% | 894 | -14 | -0.05% | Q4 2025 | Jan 21, 2026 |
| SNS Financial Group, LLC | History | Reduced | 28,127 | 9,430 | 0.81% | 0.82% | 895 | -405 | -1.42% | Q4 2025 | Feb 02, 2026 |
| S.A. Mason LLC | History | Added to | 28,105 | 9,422 | 3.73% | 3.96% | 896 | +750 | 2.74% | Q4 2025 | Jan 29, 2026 |
| VIEWPOINT INVESTMENT PARTNERS CORP | History | Reduced | 28,035 | 9,399 | 4.47% | 4.9% | 897 | -1,477 | -5.0% | Q4 2025 | Jan 29, 2026 |
| Ancora Advisors LLC | History | Reduced | 28,004 | 9,389 | 0.19% | 0.2% | 898 | -2,279 | -7.53% | Q4 2025 | Feb 17, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | New | 27,965 | 9,375 | 0.56% | — | 899 | +27,965 | New | Q4 2025 | Feb 17, 2026 |
| Gridiron Partners, LLC | History | Reduced | 27,947 | 9,369 | 5.34% | 5.21% | 900 | -90,250 | -76.36% | Q4 2025 | Jan 08, 2026 |
| iA Global Asset Management Inc. | History | Added to | 27,944 | 9,369 | 0.12% | 0.1% | 901 | +5,860 | 26.54% | Q4 2025 | Feb 05, 2026 |
| Wealth Management Associates, Inc. | History | Reduced | 27,818 | 9,326 | 3.24% | 3.29% | 902 | -456 | -1.61% | Q4 2025 | Jan 20, 2026 |
| Sterling Capital Management LLC | History | Added to | 27,690 | 9,283 | 0.15% | 0.12% | 903 | +3,462 | 14.29% | Q4 2025 | Feb 13, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | Reduced | 27,632 | 9,264 | 0.59% | 0.63% | 904 | -471 | -1.68% | Q4 2025 | Jan 20, 2026 |
| Newton One Investments LLC | History | Reduced | 27,621 | 9,260 | 2.73% | 2.76% | 905 | -808 | -2.84% | Q4 2025 | Jan 23, 2026 |
| DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | History | Reduced | 27,614 | 9,258 | 0.45% | 0.51% | 906 | -3,555 | -11.41% | Q4 2025 | Jan 27, 2026 |
| Accel Wealth Management | History | Added to | 27,545 | 9,234 | 2.53% | 2.49% | 907 | +1,481 | 5.68% | Q4 2025 | Jan 20, 2026 |
| BayBridge Capital Group, LLC | History | Reduced | 27,518 | 9,226 | 5.72% | 5.95% | 908 | -914 | -3.21% | Q4 2025 | Jan 16, 2026 |
| WEALTH EFFECTS LLC | History | Added to | 27,464 | 9,208 | 2.88% | 2.9% | 909 | +7 | 0.03% | Q4 2025 | Jan 26, 2026 |
| Glen Eagle Advisors, LLC | History | Added to | 27,397 | 9,185 | 1.25% | 1.19% | 910 | +1,353 | 5.2% | Q4 2025 | Feb 13, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Reduced | 27,388 | 9,182 | 0.59% | 0.59% | 911 | -82 | -0.3% | Q4 2025 | Jan 26, 2026 |
| MOULTON WEALTH MANAGEMENT, INC | History | Reduced | 26,996 | 9,078 | 8.6% | 6.79% | 912 | -1,442 | -5.07% | Q4 2025 | Jan 13, 2026 |
| GTS SECURITIES LLC | History | Added to | 27,032 | 9,063 | 0.31% | 0.16% | 913 | +13,992 | 107.3% | Q4 2025 | Feb 13, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | Reduced | 27,034 | 9,063 | 0.96% | 1.0% | 914 | -516 | -1.87% | Q4 2025 | Jan 09, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 26,981 | 9,045 | 0.53% | 0.34% | 915 | +11,545 | 74.79% | Q4 2025 | Feb 10, 2026 |
| Vannoy Advisory Group, Inc. | History | Reduced | 26,973 | 9,043 | 5.73% | 6.05% | 916 | -1,248 | -4.42% | Q4 2025 | Jan 15, 2026 |
| Trust Co | History | Added to | 26,924 | 9,026 | 0.85% | 0.89% | 917 | +520 | 1.97% | Q4 2025 | Jan 15, 2026 |
| Fortis Capital Advisors, LLC | History | Added to | 26,833 | 8,996 | 1.33% | 1.39% | 918 | +41 | 0.15% | Q4 2025 | Jan 27, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 26,781 | 8,978 | 0.42% | 0.42% | 919 | +423 | 1.6% | Q4 2025 | Feb 13, 2026 |
| HALL LAURIE J TRUSTEE | History | Added to | 26,620 | 8,924 | 2.97% | 2.84% | 920 | +91 | 0.34% | Q4 2025 | Jan 20, 2026 |
| BSW Wealth Partners | History | Added to | 26,528 | 8,894 | 1.07% | 1.07% | 921 | +445 | 1.71% | Q4 2025 | Jan 23, 2026 |
| Financial Planning Hawaii, Inc. | History | New | 26,468 | 8,873 | 5.11% | — | 922 | +26,468 | New | Q4 2025 | Jan 15, 2026 |
| CFO4Life Group, LLC | History | Added to | 26,461 | 8,871 | 1.26% | 1.26% | 923 | +5 | 0.02% | Q4 2025 | Feb 06, 2026 |
| Blue Trust, Inc. | History | Added to | 26,443 | 8,865 | 0.1% | 0.09% | 924 | +966 | 3.79% | Q4 2025 | Jan 16, 2026 |
| Orcam Financial Group | History | Added to | 26,242 | 8,798 | 6.6% | 6.73% | 925 | +852 | 3.36% | Q4 2025 | Feb 06, 2026 |
| PDS Planning, Inc | History | Added to | 26,168 | 8,773 | 0.59% | 0.48% | 926 | +4,850 | 22.75% | Q4 2025 | Jan 26, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 26,052 | 8,734 | 0.01% | 0.02% | 927 | +113 | 0.44% | Q4 2025 | Feb 10, 2026 |
| L.K. Benson & Company, P.C. | History | Added to | 25,926 | 8,691 | 4.36% | 4.27% | 928 | +1,809 | 7.5% | Q4 2025 | Feb 06, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 25,894 | 8,681 | 0.24% | 0.49% | 929 | +2,000 | 8.37% | Q4 2025 | Feb 10, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Reduced | 25,888 | 8,679 | 0.97% | 1.07% | 930 | -2,115 | -7.55% | Q4 2025 | Jan 08, 2026 |
| McLean Asset Management Corp | History | Added to | 25,364 | 8,649 | 1.55% | 1.73% | 931 | +59 | 0.23% | Q4 2025 | Jan 16, 2026 |
| Global Trust Wealth Management LLC | History | New | 25,715 | 8,621 | 6.39% | — | 932 | +25,715 | New | Q4 2025 | Jan 28, 2026 |
| Balboa Wealth Partners | History | Added to | 25,703 | 8,617 | 1.43% | 1.45% | 933 | +136 | 0.53% | Q4 2025 | Jan 16, 2026 |
| Inscription Capital, LLC | History | Added to | 25,679 | 8,609 | 0.88% | 0.79% | 934 | +3,449 | 15.52% | Q4 2025 | Jan 29, 2026 |
| Resonant Capital Advisors, LLC | History | Reduced | 25,678 | 8,608 | 0.47% | 0.53% | 935 | -1,746 | -6.37% | Q4 2025 | Jan 29, 2026 |
| Rolek Wealth Management LLC | History | Added to | 25,652 | 8,600 | 5.9% | 5.88% | 936 | +1,799 | 7.54% | Q4 2025 | Jan 26, 2026 |
| M3 Advisory Group, LLC | History | Added to | 25,615 | 8,587 | 5.24% | 5.23% | 937 | +42 | 0.16% | Q4 2025 | Jan 16, 2026 |
| Highland Financial Advisors, LLC | History | Reduced | 25,591 | 8,579 | 2.38% | 2.57% | 938 | -1,751 | -6.4% | Q4 2025 | Jan 23, 2026 |
| Petix & Botte Co | History | Added to | 25,418 | 8,522 | 1.93% | 1.89% | 939 | +441 | 1.77% | Q4 2025 | Feb 05, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | Added to | 25,298 | 8,481 | 4.0% | 3.98% | 940 | +50 | 0.2% | Q4 2025 | Feb 13, 2026 |
| RHS Financial, LLC | History | Added to | 25,271 | 8,472 | 4.14% | 4.13% | 941 | +1,035 | 4.27% | Q4 2025 | Jan 16, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 25,171 | 8,439 | 0.67% | 0.7% | 942 | +1,536 | 6.5% | Q4 2025 | Jan 13, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 25,084 | 8,409 | 0.67% | 0.67% | 943 | +535 | 2.18% | Q4 2025 | Feb 04, 2026 |
| Atala Financial Inc | History | Added to | 25,054 | 8,399 | 5.36% | 5.05% | 944 | +487 | 1.98% | Q4 2025 | Jan 23, 2026 |
| Vivaldi Capital Management LP | History | Reduced | 24,979 | 8,374 | 1.14% | 1.2% | 945 | -901 | -3.48% | Q4 2025 | Feb 13, 2026 |
| Fonville Wealth Management LLC | History | Added to | 24,976 | 8,373 | 1.71% | 0.95% | 946 | +12,088 | 93.79% | Q4 2025 | Jan 23, 2026 |
| Serenus Wealth Advisors, LLC | History | Added to | 33,831 | 8,371 | 1.62% | 0.94% | 947 | +8,144 | 31.7% | Q4 2025 | Jan 28, 2026 |
| SAXON INTERESTS, INC. | History | Reduced | 24,961 | 8,368 | 2.93% | 3.17% | 948 | -535 | -2.1% | Q4 2025 | Feb 13, 2026 |
| ROMANO BROTHERS AND COMPANY | History | Added to | 24,946 | 8,363 | 0.95% | 0.93% | 949 | +176 | 0.71% | Q4 2025 | Jan 14, 2026 |
| McIlrath & Eck, LLC | History | Reduced | 24,797 | 8,313 | 0.77% | 0.84% | 950 | -39 | -0.16% | Q4 2025 | Feb 03, 2026 |
| NWF Advisory Services Inc. | History | Reduced | 24,726 | 8,290 | 0.92% | 0.92% | 951 | -804 | -3.15% | Q4 2025 | Mar 03, 2026 |
| Fi3 FINANCIAL ADVISORS, LLC | History | Reduced | 24,658 | 8,266 | 2.53% | 3.02% | 952 | -2,509 | -9.24% | Q4 2025 | Feb 06, 2026 |
| STEVENS CAPITAL PARTNERS | History | Added to | 24,581 | 8,241 | 2.16% | 2.35% | 953 | +552 | 2.3% | Q4 2025 | Jan 27, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Added to | 24,555 | 8,232 | 0.29% | 0.27% | 954 | +632 | 2.64% | Q4 2025 | Feb 13, 2026 |
| Greenhouse Wealth Management, LLC | History | Added to | 24,483 | 8,208 | 4.85% | 4.72% | 955 | +516 | 2.15% | Q4 2025 | Jan 21, 2026 |
| DRW Securities, LLC | History | New | 24,477 | 8,206 | 0.22% | — | 956 | +24,477 | New | Q4 2025 | Feb 12, 2026 |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | History | Added to | 24,473 | 8,205 | 0.42% | 0.41% | 957 | +38 | 0.16% | Q4 2025 | Jan 27, 2026 |
| RVW Wealth, LLC | History | Added to | 24,454 | 8,198 | 0.63% | 0.61% | 958 | +633 | 2.66% | Q4 2025 | Jan 12, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | Reduced | 24,450 | 8,197 | 2.21% | 2.51% | 959 | -1,345 | -5.21% | Q4 2025 | Feb 09, 2026 |
| GREENLEAF TRUST | History | Reduced | 24,413 | 8,184 | 0.08% | 0.07% | 960 | -506 | -2.03% | Q4 2025 | Jan 21, 2026 |
| Capital Investment Counsel, LLC | History | Added to | 24,302 | 8,147 | 1.13% | 1.15% | 961 | +454 | 1.9% | Q4 2025 | Feb 02, 2026 |
| Pitti Group Wealth Management, LLC | History | Added to | 24,253 | 8,131 | 6.69% | 6.74% | 962 | +138 | 0.57% | Q4 2025 | Feb 13, 2026 |
| SEAMOUNT FINANCIAL GROUP INC | History | Reduced | 24,245 | 8,128 | 3.69% | 3.87% | 964 | -734 | -2.94% | Q4 2025 | Jan 26, 2026 |
| MACKENZIE FINANCIAL CORP | History | Added to | 24,106 | 8,128 | 0.01% | 0.01% | 963 | +655 | 2.79% | Q4 2025 | Feb 18, 2026 |
| Bawa N Mallick Trust | History | No change | 24,000 | 8,046 | 2.99% | 2.98% | 965 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| SigFig Wealth Management, LLC | History | Reduced | 23,744 | 8,029 | 0.24% | 0.25% | 966 | -920 | -3.73% | Q4 2025 | Jan 16, 2026 |
| Spire Wealth Management | History | Added to | 23,943 | 8,027 | 0.27% | 0.23% | 967 | +3,041 | 14.55% | Q4 2025 | Jan 14, 2026 |
| HM PAYSON & CO | History | Added to | 23,864 | 8,000 | 0.11% | 0.11% | 968 | +1 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Black Diamond Financial, LLC | History | Added to | 23,779 | 7,972 | 0.84% | 0.81% | 969 | +1,793 | 8.16% | Q4 2025 | Feb 03, 2026 |
| Life Planning Partners, Inc | History | Reduced | 23,760 | 7,965 | 6.1% | 6.76% | 970 | -4,437 | -15.74% | Q4 2025 | Jan 16, 2026 |
| Permanent Capital Management, LP | History | Reduced | 23,727 | 7,954 | 1.55% | 1.54% | 971 | -1,283 | -5.13% | Q4 2025 | Jan 07, 2026 |
| Quantum Financial Advisors, LLC | History | Reduced | 23,709 | 7,948 | 0.89% | 0.97% | 972 | -644 | -2.64% | Q4 2025 | Jan 12, 2026 |
| LEVIN CAPITAL STRATEGIES, L.P. | History | Reduced | 23,701 | 7,946 | 0.69% | 0.75% | 973 | -1,500 | -5.95% | Q4 2025 | Jan 30, 2026 |
| Florida Trust Wealth Management Co | History | Reduced | 23,593 | 7,910 | 0.22% | 0.22% | 974 | -22 | -0.09% | Q4 2025 | Jan 20, 2026 |
| BCS Wealth Management | History | Added to | 23,488 | 7,874 | 0.8% | 0.86% | 975 | +11,796 | 100.89% | Q4 2025 | Jan 26, 2026 |
| L & S Advisors Inc | History | Reduced | 23,332 | 7,822 | 0.72% | 0.75% | 976 | -349 | -1.47% | Q4 2025 | Feb 05, 2026 |
| STEPH & CO | History | Reduced | 23,302 | 7,812 | 2.25% | 2.36% | 977 | -212 | -0.9% | Q4 2025 | Jan 23, 2026 |
| Boston Trust Walden Corp | History | Added to | 23,253 | 7,796 | 0.06% | 0.05% | 978 | +3,230 | 16.13% | Q4 2025 | Jan 28, 2026 |
| Purpose Unlimited Inc. | History | New | 23,245 | 7,793 | 0.36% | — | 979 | +23,245 | New | Q4 2025 | Mar 20, 2026 |
| FC Advisory LLC | History | Reduced | 23,125 | 7,753 | 2.23% | 2.25% | 980 | -324 | -1.38% | Q4 2025 | Jan 13, 2026 |
| Plan Group Financial, LLC | History | Added to | 23,117 | 7,750 | 2.01% | 1.91% | 981 | +1,451 | 6.7% | Q4 2025 | Feb 03, 2026 |
| SNOWWATER INVESTMENT PARTNERS, LLC | History | New | 23,029 | 7,720 | 7.11% | — | 982 | +23,029 | New | Q4 2025 | Feb 13, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Reduced | 22,997 | 7,710 | 0.92% | 0.98% | 983 | -342 | -1.47% | Q4 2025 | Jan 26, 2026 |
| ACIMA PRIVATE WEALTH, LLC | History | Reduced | 22,988 | 7,707 | 2.39% | 2.39% | 984 | -233 | -1.0% | Q4 2025 | Jan 15, 2026 |
| SJBENEN ADVISORY, LLC | History | New | 48,155 | 7,700 | 7.18% | — | 985 | +48,155 | New | Q4 2025 | Jan 14, 2026 |
| Global Wealth Management, LLC | History | Reduced | 22,885 | 7,672 | 4.13% | 4.11% | 986 | -973 | -4.08% | Q4 2025 | Jan 26, 2026 |
| Painted Porch Advisors LLC | History | New | 22,720 | 7,617 | 3.06% | — | 987 | +22,720 | New | Q4 2025 | Mar 19, 2026 |
| CBIZ Investment Advisory Services, LLC | History | Added to | 22,649 | 7,593 | 0.29% | 0.26% | 988 | +2,552 | 12.7% | Q4 2025 | Feb 09, 2026 |
| SCRATCH CAPITAL LLC | History | Added to | 22,643 | 7,591 | 4.97% | 4.76% | 989 | +668 | 3.04% | Q4 2025 | Jan 13, 2026 |
| Autumn Glory Partners, LLC | History | Added to | 22,308 | 7,479 | 2.62% | 2.17% | 990 | +6,188 | 38.39% | Q4 2025 | Jan 27, 2026 |
| EQUITABLE TRUST CO | History | No change | 22,305 | 7,478 | 0.33% | 0.34% | 991 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Hudson Value Partners, LLC | History | Added to | 22,267 | 7,472 | 2.22% | 2.09% | 992 | +1,682 | 8.17% | Q4 2025 | Jan 28, 2026 |
| BARCLAYS PLC | History | Reduced | 21,995 | 7,374 | 0.0% | 0.0% | 993 | -20,987 | -48.83% | Q4 2025 | Feb 13, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 21,991 | 7,372 | 0.52% | 0.57% | 994 | -57 | -0.26% | Q4 2025 | Jan 21, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 21,988 | 7,371 | 0.38% | 0.35% | 995 | +2,311 | 11.74% | Q4 2025 | Mar 04, 2026 |
| Calamos Wealth Management LLC | History | Added to | 21,947 | 7,358 | 0.25% | 0.26% | 996 | +108 | 0.49% | Q4 2025 | Jan 29, 2026 |
| Allied Investment Advisors, LLC | History | No change | 21,829 | 7,318 | 1.13% | 1.14% | 997 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Tenon Financial LLC | History | Reduced | 21,781 | 7,302 | 3.08% | 4.15% | 998 | -2,828 | -11.49% | Q4 2025 | Jan 16, 2026 |
| SUSQUEHANNA ADVISORS GROUP, INC. | History | No change | 21,775 | 7,300 | 0.12% | 0.11% | 999 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| VAN STRUM & TOWNE INC. | History | Reduced | 21,762 | 7,296 | 2.04% | 2.14% | 1000 | -466 | -2.1% | Q4 2025 | Feb 03, 2026 |
| Human Investing LLC | History | Added to | 21,734 | 7,286 | 1.03% | 1.02% | 1001 | +670 | 3.18% | Q4 2025 | Jan 27, 2026 |
| INTEGRAL INVESTMENT ADVISORS, INC. | History | Added to | 21,605 | 7,243 | 1.8% | 1.82% | 1002 | +1,057 | 5.14% | Q4 2025 | Feb 06, 2026 |
| HERITAGE INVESTORS MANAGEMENT CORP | History | Reduced | 21,495 | 7,206 | 0.21% | 0.22% | 1003 | -1,085 | -4.81% | Q4 2025 | Feb 06, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Added to | 21,457 | 7,193 | 0.15% | 0.09% | 1004 | +8,381 | 64.09% | Q4 2025 | Feb 18, 2026 |
| BEACON ADVISORS HOLDINGS, LLC | History | New | 21,440 | 7,188 | 3.79% | — | 1005 | +21,440 | New | Q4 2025 | Feb 27, 2026 |
| PURE PORTFOLIOS HOLDINGS LLC | History | Reduced | 21,359 | 7,161 | 2.16% | 2.27% | 1006 | -728 | -3.3% | Q4 2025 | Jan 30, 2026 |
| True North Advisors, LLC | History | New | 21,241 | 7,121 | 0.92% | — | 1007 | +21,241 | New | Q4 2025 | Jan 22, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 20,786 | 7,115 | 0.33% | 0.09% | 1008 | +15,928 | 327.87% | Q4 2025 | Feb 03, 2026 |
| Selective Wealth Management, Inc. | History | Added to | 20,756 | 7,099 | 2.22% | 1.98% | 1009 | +2,111 | 11.32% | Q4 2025 | Jan 16, 2026 |
| Keyes, Stange & Wooten Wealth Management, LLC | History | Reduced | 21,166 | 7,096 | 3.36% | 3.56% | 1010 | -1,276 | -5.69% | Q4 2025 | Feb 10, 2026 |
| Westmount Partners, LLC | History | Added to | 21,105 | 7,075 | 1.76% | 1.66% | 1011 | +1,525 | 7.79% | Q4 2025 | Jan 15, 2026 |
| GUYASUTA INVESTMENT ADVISORS INC | History | Reduced | 21,064 | 7,062 | 0.4% | 0.4% | 1012 | -259 | -1.21% | Q4 2025 | Jan 23, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 21,063 | 7,061 | 0.39% | 0.27% | 1013 | +6,422 | 43.86% | Q4 2025 | Feb 10, 2026 |
| Financial Planning Fort Collins, LLC | History | New | 21,032 | 7,051 | 6.19% | — | 1014 | +21,032 | New | Q4 2025 | Feb 18, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 21,016 | 7,046 | 0.53% | 0.63% | 1015 | -3,994 | -15.97% | Q4 2025 | Jan 29, 2026 |
| May Hill Capital, LLC | History | Added to | 21,008 | 7,043 | 0.92% | 0.96% | 1016 | +11,037 | 110.69% | Q4 2025 | Feb 05, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Added to | 20,962 | 7,028 | 0.5% | 0.48% | 1017 | +142 | 0.68% | Q4 2025 | Feb 12, 2026 |
| Level Financial Advisors | History | Reduced | 20,936 | 7,019 | 1.86% | 1.95% | 1018 | -100 | -0.48% | Q4 2025 | Jan 26, 2026 |
| Strategic Point Investment Advisors, LLC | History | Added to | 20,875 | 6,998 | 0.97% | 0.98% | 1019 | +31 | 0.15% | Q4 2025 | Jan 15, 2026 |
| Apollon Financial, LLC | History | Added to | 20,869 | 6,996 | 1.02% | 1.13% | 1020 | +247 | 1.2% | Q4 2025 | Jan 22, 2026 |
| Forbes Financial Planning, Inc. | History | Reduced | 20,833 | 6,984 | 4.08% | 6.43% | 1021 | -8,652 | -29.34% | Q4 2025 | Jan 26, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 20,752 | 6,957 | 0.18% | 0.18% | 1022 | +855 | 4.3% | Q4 2025 | Feb 17, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Added to | 20,379 | 6,953 | 0.14% | 0.09% | 1023 | +8,044 | 65.21% | Q4 2025 | Jan 26, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Added to | 20,721 | 6,947 | 0.09% | 0.07% | 1024 | +3,724 | 21.91% | Q4 2025 | Feb 10, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | Reduced | 20,665 | 6,928 | 2.23% | 1.16% | 1025 | -709 | -3.32% | Q4 2025 | Jan 27, 2026 |
| QUANTIFY CHAOS ADVISORS, LLC | History | New | 20,650 | 6,923 | 20.98% | — | 1026 | +20,650 | New | Q4 2025 | Feb 06, 2026 |
| Carroll Advisory Group, LLC | History | New | 20,639 | 6,919 | 2.99% | — | 1027 | +20,639 | New | Q4 2025 | Feb 09, 2026 |
| HANCOCK WHITNEY CORP | History | Reduced | 20,629 | 6,916 | 0.12% | 0.14% | 1028 | -2,305 | -10.05% | Q4 2025 | Feb 17, 2026 |
| FIDUCIENT ADVISORS LLC | History | Reduced | 20,514 | 6,877 | 0.85% | 1.06% | 1029 | -7,171 | -25.9% | Q4 2025 | Feb 10, 2026 |
| Sand Hill Global Advisors, LLC | History | Reduced | 20,477 | 6,865 | 0.24% | 0.24% | 1030 | -401 | -1.92% | Q4 2025 | Feb 12, 2026 |
| Astra Wealth Partners LLC | History | Added to | 20,466 | 6,861 | 4.03% | 4.47% | 1031 | +11 | 0.05% | Q4 2025 | Feb 02, 2026 |
| Kensington Asset Management, LLC | History | Added to | 20,285 | 6,853 | 0.35% | 0.27% | 1033 | +6,385 | 45.94% | Q4 2025 | Feb 13, 2026 |
| Sowell Financial Services LLC | History | Added to | 20,442 | 6,853 | 0.25% | 0.26% | 1032 | +15 | 0.07% | Q4 2025 | Jan 21, 2026 |
| IMA Advisory Services, Inc. | History | Added to | 20,397 | 6,838 | 0.66% | 0.64% | 1034 | +953 | 4.9% | Q4 2025 | Feb 11, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 20,308 | 6,808 | 0.36% | 0.39% | 1035 | +1,348 | 7.11% | Q4 2025 | Jan 26, 2026 |
| MIDLAND WEALTH ADVISORS, LLC | History | Reduced | 20,309 | 6,808 | 0.35% | 0.36% | 1036 | -76 | -0.37% | Q4 2025 | Jan 26, 2026 |
| ANDERSON HOAGLAND & CO | History | Added to | 20,246 | 6,787 | 0.58% | 0.39% | 1037 | +7,030 | 53.19% | Q4 2025 | Jan 05, 2026 |
| Montis Financial, LLC | History | Reduced | 20,137 | 6,751 | 1.33% | 1.53% | 1038 | -107 | -0.53% | Q4 2025 | Feb 11, 2026 |
| Cambria Investment Management, L.P. | History | Reduced | 20,098 | 6,738 | 0.39% | 0.41% | 1039 | -496 | -2.41% | Q4 2025 | Feb 17, 2026 |
| SilverOak Wealth Management LLC | History | Reduced | 20,047 | 6,721 | 1.05% | 1.11% | 1040 | -29 | -0.14% | Q4 2025 | Jan 28, 2026 |
| Trevian Wealth Management LLC | History | Added to | 19,890 | 6,668 | 3.16% | 3.2% | 1041 | +1,724 | 9.49% | Q4 2025 | Feb 05, 2026 |
| Arbor Wealth Advisors LLC | History | Added to | 19,830 | 6,648 | 4.74% | 4.44% | 1042 | +1,690 | 9.32% | Q4 2025 | Jan 12, 2026 |
| Accredited Investors Inc. | History | Reduced | 19,801 | 6,638 | 0.35% | 0.39% | 1043 | -1,761 | -8.17% | Q4 2025 | Feb 05, 2026 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | History | Reduced | 19,336 | 6,637 | 0.06% | 0.06% | 1044 | -300 | -1.53% | Q4 2025 | Jan 28, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 19,782 | 6,632 | 0.14% | 0.17% | 1045 | -3,270 | -14.19% | Q4 2025 | Feb 05, 2026 |
| WEST PACES ADVISORS INC. | History | Added to | 19,781 | 6,632 | 1.28% | 1.28% | 1046 | +224 | 1.15% | Q4 2025 | Jan 21, 2026 |
| Gilbert & Cook, Inc. | History | Added to | 19,727 | 6,613 | 0.83% | 0.82% | 1047 | +371 | 1.92% | Q4 2025 | Jan 07, 2026 |
| CUTLER INVESTMENT COUNSEL LLC | History | Reduced | 19,724 | 6,612 | 0.69% | 0.69% | 1048 | -363 | -1.81% | Q4 2025 | Feb 12, 2026 |
| HARRELL INVESTMENT PARTNERS, LLC | History | Reduced | 19,708 | 6,607 | 1.56% | 1.54% | 1049 | -116 | -0.59% | Q4 2025 | Jan 15, 2026 |
| Governors Lane LP | History | New | 19,677 | 6,597 | 0.39% | — | 1050 | +19,677 | New | Q4 2025 | Feb 17, 2026 |
| Atlantic Union Bankshares Corp | History | Reduced | 19,673 | 6,595 | 0.12% | 0.12% | 1051 | -104 | -0.53% | Q4 2025 | Feb 04, 2026 |
| Northern Lights Advisors, Inc. | History | New | 19,663 | 6,592 | 4.52% | — | 1052 | +19,663 | New | Q4 2025 | Apr 20, 2026 |
| Generations Wealth, LLC | History | New | 19,613 | 6,575 | 6.73% | — | 1053 | +19,613 | New | Q4 2025 | Feb 13, 2026 |
| Plante Moran Financial Advisors, LLC | History | Added to | 19,599 | 6,571 | 0.42% | 0.4% | 1054 | +247 | 1.28% | Q4 2025 | Feb 05, 2026 |
| WIMMER ASSOCIATES 1, LLC | History | Reduced | 19,595 | 6,569 | 3.05% | 3.16% | 1055 | -425 | -2.12% | Q4 2025 | Feb 13, 2026 |
| INTEGRATED WEALTHCARE, LLC | History | New | 19,507 | 6,540 | 5.5% | — | 1056 | +19,507 | New | Q4 2025 | Jan 23, 2026 |
| Intrua Financial, LLC | History | Added to | 19,478 | 6,530 | 0.69% | 0.59% | 1057 | +2,842 | 17.08% | Q4 2025 | Feb 05, 2026 |
| Syntegra Private Wealth Group, LLC | History | Reduced | 19,453 | 6,522 | 0.6% | 0.6% | 1058 | -31 | -0.16% | Q4 2025 | Feb 10, 2026 |
| Crestwood Advisors Group, LLC | History | Reduced | 19,449 | 6,520 | 0.11% | 0.11% | 1059 | -84 | -0.43% | Q4 2025 | Feb 03, 2026 |
| DT Investment Partners, LLC | History | Added to | 19,338 | 6,483 | 0.54% | 0.5% | 1060 | +1,190 | 6.56% | Q4 2025 | Feb 10, 2026 |
| Mayflower Financial Advisors, LLC | History | Added to | 19,242 | 6,451 | 0.78% | 0.77% | 1061 | +623 | 3.35% | Q4 2025 | Jan 13, 2026 |
| First National Advisers, LLC | History | Added to | 19,212 | 6,441 | 0.89% | 0.69% | 1062 | +3,778 | 24.48% | Q4 2025 | Feb 04, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Reduced | 19,171 | 6,427 | 0.4% | 0.43% | 1063 | -925 | -4.6% | Q4 2025 | Feb 17, 2026 |
| Neuberger Berman Group LLC | History | Added to | 19,112 | 6,407 | 0.0% | 0.0% | 1064 | +843 | 4.61% | Q4 2025 | Feb 13, 2026 |
| Advisory Alpha, LLC | History | Reduced | 19,075 | 6,397 | 0.17% | 0.21% | 1065 | -4,024 | -17.42% | Q4 2025 | Feb 06, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 19,045 | 6,385 | 0.1% | 0.12% | 1066 | -2,368 | -11.06% | Q4 2025 | Jan 13, 2026 |
| Wind River Trust Co | History | No change | 19,027 | 6,379 | 2.38% | 2.31% | 1067 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Unify Financial Advisors | History | New | 19,015 | 6,375 | 6.64% | — | 1068 | +19,015 | New | Q4 2025 | Apr 08, 2026 |
| ALPHA CAPITAL ADVISORS INC /ADV | History | New | 18,571 | 6,357 | 5.9% | — | 1069 | +18,571 | New | Q4 2025 | Feb 18, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Reduced | 18,941 | 6,350 | 0.38% | 0.41% | 1070 | -2,428 | -11.36% | Q4 2025 | Jan 20, 2026 |
| Blume Capital Management, Inc. | History | Reduced | 18,860 | 6,323 | 1.15% | 1.21% | 1071 | -500 | -2.58% | Q4 2025 | Feb 05, 2026 |
| Summit Investment Advisory Services, LLC | History | Added to | 18,846 | 6,318 | 2.38% | 2.45% | 1072 | +117 | 0.62% | Q4 2025 | Feb 04, 2026 |
| DURANTE & WATERS, LLC | History | Added to | 18,793 | 6,300 | 4.39% | 4.41% | 1073 | +515 | 2.82% | Q4 2025 | Jan 30, 2026 |
| CVFG LLC | History | Reduced | 18,775 | 6,294 | 4.32% | 4.53% | 1074 | -347 | -1.81% | Q4 2025 | Feb 06, 2026 |
| Trek Financial, LLC | History | Reduced | 18,768 | 6,292 | 0.36% | 0.37% | 1075 | -83 | -0.44% | Q4 2025 | Feb 04, 2026 |
| ACT Advisors, LLC. | History | Reduced | 18,752 | 6,286 | 2.48% | 2.56% | 1077 | -541 | -2.8% | Q4 2025 | Jan 14, 2026 |
| Successful Portfolios LLC | History | Reduced | 18,361 | 6,286 | 3.2% | 3.53% | 1076 | -69 | -0.37% | Q4 2025 | Jan 23, 2026 |
| Aries Wealth Management | History | Added to | 18,740 | 6,282 | 1.39% | 1.1% | 1078 | +4,626 | 32.78% | Q4 2025 | Jan 30, 2026 |
| Evercore Wealth Management, LLC | History | Added to | 18,703 | 6,270 | 0.09% | 0.09% | 1079 | +459 | 2.52% | Q4 2025 | Feb 17, 2026 |
| Wealth Architects, LLC | History | Reduced | 18,671 | 6,259 | 0.56% | 0.58% | 1080 | -153 | -0.81% | Q4 2025 | Feb 17, 2026 |
| Decker Retirement Planning Inc. | History | Added to | 18,668 | 6,258 | 3.11% | 2.76% | 1081 | +3,387 | 22.16% | Q4 2025 | Jan 26, 2026 |
| GUIDANCE CAPITAL, INC | History | Added to | 18,354 | 6,256 | 1.53% | 1.22% | 1083 | +4,379 | 31.33% | Q4 2025 | Jan 23, 2026 |
| UNITED BANK | History | Added to | 18,660 | 6,256 | 0.83% | 0.59% | 1082 | +3,660 | 24.4% | Q4 2025 | Feb 13, 2026 |
| Thrive Wealth Management, LLC | History | Reduced | 18,639 | 6,249 | 0.92% | 0.93% | 1084 | -90 | -0.48% | Q4 2025 | Jan 12, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Reduced | 18,482 | 6,196 | 0.46% | 0.48% | 1085 | -100 | -0.54% | Q4 2025 | Feb 04, 2026 |
| Kastel Capital Advisors, LLC | History | New | 18,445 | 6,184 | 3.8% | — | 1086 | +18,445 | New | Q4 2025 | Feb 18, 2026 |
| CDM FINANCIAL COUNSELING SERVICES, INC. | History | New | 18,432 | 6,179 | 5.79% | — | 1088 | +18,432 | New | Q4 2025 | Feb 05, 2026 |
| Martin Capital Advisors, LLP | History | Reduced | 18,430 | 6,179 | 3.62% | 3.76% | 1087 | -567 | -2.98% | Q4 2025 | Jan 26, 2026 |
| Traveka Wealth, LLC | History | Added to | 18,427 | 6,177 | 2.51% | 2.61% | 1089 | +618 | 3.47% | Q4 2025 | Jan 08, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | New | 18,410 | 6,172 | 0.69% | — | 1090 | +18,410 | New | Q4 2025 | Feb 13, 2026 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | History | Added to | 18,369 | 6,158 | 0.23% | 0.24% | 1091 | +102 | 0.56% | Q4 2025 | Feb 13, 2026 |
| ADVOCATE GROUP LLC | History | Reduced | 18,341 | 6,149 | 0.99% | 1.03% | 1092 | -729 | -3.82% | Q4 2025 | Jan 20, 2026 |
| Factorial Partners, LLC | History | Added to | 18,250 | 6,118 | 4.04% | 2.66% | 1093 | +6,450 | 54.66% | Q4 2025 | Feb 10, 2026 |
| Five Pine Wealth Management | History | Added to | 18,216 | 6,107 | 3.92% | 3.67% | 1094 | +1,688 | 10.21% | Q4 2025 | Jan 21, 2026 |
| EdgeRock Capital LLC | History | Added to | 18,201 | 6,102 | 1.62% | 1.57% | 1095 | +1,032 | 6.01% | Q4 2025 | Jan 14, 2026 |
| Arete Wealth Advisors, LLC | History | Added to | 18,147 | 6,084 | 0.37% | 0.37% | 1096 | +43 | 0.24% | Q4 2025 | Feb 13, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 57,762 | 6,078 | 0.11% | 0.12% | 1097 | -1,246 | -2.11% | Q4 2025 | Jan 07, 2026 |
| SHP Wealth Management | History | New | 18,119 | 6,074 | 0.47% | — | 1099 | +18,119 | New | Q4 2025 | Mar 04, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 18,117 | 6,074 | 0.14% | 0.14% | 1098 | -283 | -1.54% | Q4 2025 | Jan 27, 2026 |
| Biltmore Family Office, LLC | History | Added to | 18,074 | 6,059 | 0.84% | 0.63% | 1100 | +4,707 | 35.21% | Q4 2025 | Feb 04, 2026 |
| Berger Financial Group, Inc | History | Reduced | 18,065 | 6,056 | 0.35% | 0.36% | 1101 | -163 | -0.89% | Q4 2025 | Jan 27, 2026 |
| Perennial Advisors, LLC | History | Added to | 18,024 | 6,042 | 1.01% | 0.99% | 1102 | +608 | 3.49% | Q4 2025 | Jan 12, 2026 |
| Legacy Financial Advisors, Inc. | History | Added to | 18,004 | 6,036 | 0.83% | 0.73% | 1103 | +1,766 | 10.88% | Q4 2025 | Feb 04, 2026 |
| Arista Wealth Management, LLC | History | Reduced | 17,868 | 5,990 | 0.74% | 0.75% | 1104 | -472 | -2.57% | Q4 2025 | Feb 09, 2026 |
| Riverview Capital Advisers, LLC | History | Added to | 17,866 | 5,989 | 1.81% | 1.64% | 1105 | +571 | 3.3% | Q4 2025 | Feb 17, 2026 |
| MOODY LYNN & LIEBERSON, LLC | History | Added to | 17,827 | 5,976 | 0.32% | 0.31% | 1106 | +95 | 0.54% | Q4 2025 | Jan 15, 2026 |
| Flagship Private Wealth, LLC | History | Added to | 17,823 | 5,975 | 2.35% | 2.32% | 1107 | +201 | 1.14% | Q4 2025 | Feb 04, 2026 |
| NICOLET BANKSHARES INC | History | Added to | 17,818 | 5,973 | 0.96% | 0.78% | 1108 | +3,079 | 20.89% | Q4 2025 | Feb 09, 2026 |
| NorthCrest Asset Manangement, LLC | History | Reduced | 17,602 | 5,964 | 0.13% | 0.15% | 1109 | -1,225 | -6.51% | Q4 2025 | Jan 08, 2026 |
| WASHINGTON TRUST BANK | History | Reduced | 17,742 | 5,948 | 0.42% | 0.43% | 1110 | -326 | -1.8% | Q4 2025 | Feb 04, 2026 |
| OPTIMA CAPITAL LLC | History | Added to | 17,722 | 5,941 | 2.57% | 2.82% | 1111 | +55 | 0.31% | Q4 2025 | Jan 23, 2026 |
| Prodigy Asset Management LLC | History | Added to | 17,700 | 5,934 | 2.08% | 2.57% | 1112 | +373 | 2.15% | Q4 2025 | Feb 10, 2026 |
| Hurlow Wealth Management Group, Inc. | History | Reduced | 17,682 | 5,928 | 1.45% | 1.61% | 1113 | -1,273 | -6.72% | Q4 2025 | Feb 17, 2026 |
| Fiduciary Alliance LLC | History | Added to | 17,682 | 5,928 | 0.39% | 0.38% | 1114 | +556 | 3.25% | Q4 2025 | Jan 22, 2026 |
| HOWLAND CAPITAL MANAGEMENT LLC | History | Reduced | 17,647 | 5,916 | 0.23% | 0.22% | 1115 | -150 | -0.84% | Q4 2025 | Feb 13, 2026 |
| R. W. Roge & Company, Inc. | History | Reduced | 17,598 | 5,900 | 2.91% | 2.97% | 1116 | -32 | -0.18% | Q4 2025 | Jan 23, 2026 |
| Cannell & Spears LLC | History | Added to | 17,596 | 5,899 | 0.11% | 0.11% | 1117 | +271 | 1.56% | Q4 2025 | Feb 17, 2026 |
| 55 North Private Wealth, LLC | History | New | 17,593 | 5,898 | 1.55% | — | 1118 | +17,593 | New | Q4 2025 | Jan 27, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Added to | 17,560 | 5,887 | 0.02% | 0.01% | 1119 | +1,855 | 11.81% | Q4 2025 | Feb 17, 2026 |
| Legacy Wealth Advisors, LLC | History | New | 17,554 | 5,885 | 3.89% | — | 1120 | +17,554 | New | Q4 2025 | Feb 17, 2026 |
| Capital Advisors Wealth Management, LLC | History | Added to | 17,518 | 5,873 | 0.8% | 0.8% | 1121 | +364 | 2.12% | Q4 2025 | Jan 21, 2026 |
| MARINO, STRAM & ASSOCIATES LLC | History | Added to | 17,488 | 5,863 | 1.06% | 0.93% | 1122 | +1,816 | 11.59% | Q4 2025 | Jan 16, 2026 |
| Lakeside Advisors, INC. | History | No change | 17,473 | 5,858 | 3.75% | 3.63% | 1123 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | Reduced | 17,402 | 5,834 | 0.02% | 0.02% | 1124 | -260 | -1.47% | Q4 2025 | Feb 09, 2026 |
| MITCHELL SINKLER & STARR/PA | History | Reduced | 17,395 | 5,832 | 2.63% | 3.12% | 1125 | -3,755 | -17.75% | Q4 2025 | Feb 11, 2026 |
| Fort Henry Capital, LLC | History | Added to | 17,394 | 5,831 | 3.57% | 3.46% | 1126 | +777 | 4.68% | Q4 2025 | Jan 23, 2026 |
| Lunt Capital Management, Inc. | History | Added to | 17,375 | 5,825 | 2.18% | 1.02% | 1127 | +9,241 | 113.61% | Q4 2025 | Jan 23, 2026 |
| American Trust | History | Added to | 17,350 | 5,816 | 0.49% | 0.44% | 1128 | +1,423 | 8.93% | Q4 2025 | Feb 17, 2026 |
| Prospect Financial Group LLC | History | Added to | 17,345 | 5,815 | 5.41% | 5.55% | 1129 | +13 | 0.08% | Q4 2025 | Feb 10, 2026 |
| MCF Advisors LLC | History | Added to | 17,310 | 5,803 | 0.32% | 0.23% | 1130 | +5,735 | 49.55% | Q4 2025 | Feb 11, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 17,296 | 5,798 | 0.15% | 0.18% | 1131 | -3,700 | -17.62% | Q4 2025 | Jan 07, 2026 |
| Bedel Financial Consulting, Inc. | History | Added to | 17,293 | 5,797 | 0.62% | 0.43% | 1132 | +6,963 | 67.41% | Q4 2025 | Jan 28, 2026 |
| ARK & TLK INVESTMENTS, LLC | History | Added to | 17,291 | 5,797 | 1.59% | 1.7% | 1133 | +992 | 6.09% | Q4 2025 | Feb 10, 2026 |
| Dynasty Wealth Management, LLC | History | Added to | 17,277 | 5,792 | 0.06% | 0.07% | 1134 | +1,165 | 7.23% | Q4 2025 | Feb 10, 2026 |
| Abundance Wealth Counselors | History | Reduced | 17,267 | 5,789 | 0.98% | 0.98% | 1135 | -159 | -0.91% | Q4 2025 | Jan 26, 2026 |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | History | Added to | 16,953 | 5,780 | 0.83% | 0.86% | 1136 | +1,147 | 7.26% | Q4 2025 | Feb 11, 2026 |
| Advisors Capital Management, LLC | History | Added to | 17,229 | 5,776 | 0.07% | 0.06% | 1137 | +2,966 | 20.8% | Q4 2025 | Jan 29, 2026 |
| TFB Advisors LLC | History | Added to | 17,190 | 5,763 | 1.61% | 1.19% | 1138 | +4,711 | 37.75% | Q4 2025 | Feb 13, 2026 |
| MERITAGE PORTFOLIO MANAGEMENT | History | Added to | 17,188 | 5,762 | 0.38% | 0.37% | 1139 | +179 | 1.05% | Q4 2025 | Jan 27, 2026 |
| Coyle Financial Counsel LLC | History | Added to | 17,160 | 5,753 | 1.23% | 1.26% | 1140 | +444 | 2.66% | Q4 2025 | Feb 10, 2026 |
| Quadrant Private Wealth Management, LLC | History | Added to | 17,158 | 5,752 | 0.94% | 0.71% | 1142 | +5,413 | 46.09% | Q4 2025 | Jan 26, 2026 |
| Bogart Wealth, LLC | History | Reduced | 17,158 | 5,752 | 0.23% | 0.23% | 1141 | -341 | -1.95% | Q4 2025 | Jan 30, 2026 |
| FAS Wealth Partners, Inc. | History | Added to | 17,154 | 5,751 | 0.37% | 0.38% | 1143 | +133 | 0.78% | Q4 2025 | Feb 18, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | Reduced | 17,146 | 5,748 | 0.65% | 0.67% | 1144 | -218 | -1.26% | Q4 2025 | Jan 14, 2026 |
| Selby Wealth Management, LLC | History | New | 17,099 | 5,732 | 2.31% | — | 1145 | +17,099 | New | Q4 2025 | Feb 13, 2026 |
| PKS Advisory Services, LLC | History | Added to | 17,091 | 5,730 | 1.31% | 1.14% | 1146 | +501 | 3.02% | Q4 2025 | Feb 02, 2026 |
| SeaCrest Wealth Management, LLC | History | Added to | 16,848 | 5,729 | 0.58% | 0.54% | 1147 | +1,362 | 8.8% | Q4 2025 | Jan 12, 2026 |
| Peak Retirement Planning, Inc. | History | Reduced | 17,081 | 5,726 | 1.34% | 1.62% | 1148 | -399 | -2.28% | Q4 2025 | Feb 10, 2026 |
| Rockwood Wealth Management, LLC | History | Reduced | 17,073 | 5,724 | 0.43% | 0.45% | 1149 | -99 | -0.58% | Q4 2025 | Jan 29, 2026 |
| Elite Financial, Inc. | History | Reduced | 17,075 | 5,724 | 2.6% | 2.63% | 1150 | -79 | -0.46% | Q4 2025 | Feb 12, 2026 |
| Rockingstone Advisors LLC | History | Reduced | 16,990 | 5,696 | 2.6% | 2.75% | 1151 | -5 | -0.03% | Q4 2025 | Jan 28, 2026 |
| Value Investment Professionals, LLC | History | New | 17,004 | 5,691 | 5.97% | — | 1152 | +17,004 | New | Q4 2025 | Feb 11, 2026 |
| BTC Capital Management, Inc. | History | No change | 16,958 | 5,685 | 0.4% | 0.38% | 1153 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| STUDIO INVESTMENT MANAGEMENT LLC | History | Reduced | 16,929 | 5,675 | 1.04% | 1.08% | 1154 | -434 | -2.5% | Q4 2025 | Feb 09, 2026 |
| Capital Asset Managemnet, LLC | History | New | 16,915 | 5,671 | 6.28% | — | 1155 | +16,915 | New | Q4 2025 | Apr 07, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Added to | 16,828 | 5,641 | 0.5% | 0.57% | 1156 | +24 | 0.14% | Q4 2025 | Jan 30, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 16,820 | 5,639 | 0.0% | 0.01% | 1157 | -32,018 | -65.56% | Q4 2025 | Feb 09, 2026 |
| Trademark Financial Management, LLC | History | Added to | 16,805 | 5,634 | 3.1% | 3.18% | 1158 | +149 | 0.89% | Q4 2025 | Jan 28, 2026 |
| American Financial Advisors, LLC | History | Reduced | 16,736 | 5,610 | 0.72% | 0.71% | 1159 | -126 | -0.75% | Q4 2025 | Feb 03, 2026 |
| INNEALTA CAPITAL, LLC | History | Added to | 16,726 | 5,607 | 3.04% | 2.63% | 1161 | +698 | 4.35% | Q4 2025 | Jan 30, 2026 |
| Fort Point Capital Partners LLC | History | Reduced | 16,395 | 5,607 | 0.63% | 0.64% | 1160 | -8 | -0.05% | Q4 2025 | Feb 13, 2026 |
| Net Worth Advisory Group | History | Added to | 16,676 | 5,591 | 1.13% | 0.22% | 1162 | +14,342 | 614.48% | Q4 2025 | Jan 14, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 16,634 | 5,576 | 0.01% | 0.0% | 1163 | +5,629 | 51.15% | Q4 2025 | Feb 17, 2026 |
| Quartz Partners, LLC | History | Reduced | 16,546 | 5,547 | 2.06% | 1.99% | 1164 | -163 | -0.98% | Q4 2025 | Feb 13, 2026 |
| Friday Financial | History | Added to | 16,547 | 5,547 | 1.96% | 2.26% | 1165 | +80 | 0.49% | Q4 2025 | Jan 09, 2026 |
| NRI Wealth Management LC | History | Reduced | 16,530 | 5,542 | 2.83% | 2.95% | 1166 | -293 | -1.74% | Q4 2025 | Jan 22, 2026 |
| Faithward Advisors, LLC | History | Added to | 16,468 | 5,521 | 0.81% | 0.77% | 1167 | +715 | 4.54% | Q4 2025 | Feb 17, 2026 |
| Wescott Financial Advisory Group, LLC | History | Reduced | 16,421 | 5,505 | 0.48% | 0.5% | 1168 | -488 | -2.89% | Q4 2025 | Feb 12, 2026 |
| Kaydan Wealth Management, Inc. | History | Reduced | 16,384 | 5,493 | 1.59% | 1.58% | 1169 | -427 | -2.54% | Q4 2025 | Jan 12, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Added to | 16,320 | 5,471 | 0.26% | 0.21% | 1170 | +3,137 | 23.8% | Q4 2025 | Feb 04, 2026 |
| Charis Legacy Partners, LLC | History | Reduced | 16,257 | 5,450 | 8.04% | 8.06% | 1171 | -200 | -1.22% | Q4 2025 | Jan 08, 2026 |
| Strid Group, LLC | History | Added to | 16,244 | 5,446 | 0.68% | 0.68% | 1172 | +34 | 0.21% | Q4 2025 | Jan 26, 2026 |
| Madrona Financial Services, LLC | History | Added to | 16,224 | 5,439 | 1.16% | 0.85% | 1173 | +4,524 | 38.67% | Q4 2025 | Jan 22, 2026 |
| Marex Group plc | History | Reduced | 16,187 | 5,427 | 0.03% | 0.04% | 1174 | -179 | -1.09% | Q4 2025 | Feb 12, 2026 |
| Strategic Financial Planning, Inc. | History | Reduced | 16,166 | 5,419 | 3.08% | 3.09% | 1175 | -70 | -0.43% | Q4 2025 | Feb 17, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 15,971 | 5,354 | 0.44% | 0.37% | 1176 | +2,845 | 21.67% | Q4 2025 | Jan 23, 2026 |
| West Financial Advisors, LLC | History | Reduced | 15,914 | 5,335 | 0.9% | 0.9% | 1177 | -771 | -4.62% | Q4 2025 | Jan 13, 2026 |
| High Net Worth Advisory Group LLC | History | Added to | 15,891 | 5,327 | 1.23% | 1.19% | 1178 | +817 | 5.42% | Q4 2025 | Jan 23, 2026 |
| Consolidated Portfolio Review Corp | History | Added to | 15,872 | 5,321 | 0.46% | 0.55% | 1179 | +2,518 | 18.86% | Q4 2025 | Jan 26, 2026 |
| Harbor Asset Planning, Inc. | History | Reduced | 15,824 | 5,305 | 4.53% | 4.67% | 1180 | -70 | -0.44% | Q4 2025 | Jan 26, 2026 |
| Larson Financial Group LLC | History | Added to | 15,739 | 5,276 | 0.18% | 0.18% | 1181 | +150 | 0.96% | Q4 2025 | Feb 06, 2026 |
| Cassaday & Co Wealth Management LLC | History | Added to | 15,714 | 5,268 | 0.11% | 0.06% | 1182 | +7,663 | 95.18% | Q4 2025 | Feb 03, 2026 |
| Acorn Wealth Advisors, LLC | History | Added to | 15,686 | 5,259 | 1.57% | 1.54% | 1183 | +698 | 4.66% | Q4 2025 | Feb 10, 2026 |
| WHITTIER TRUST CO | History | Reduced | 15,408 | 5,257 | 0.06% | 0.06% | 1184 | -268 | -1.71% | Q4 2025 | Jan 26, 2026 |
| BLUESTEM FINANCIAL ADVISORS, LLC | History | Added to | 15,665 | 5,252 | 2.03% | 1.95% | 1185 | +466 | 3.07% | Q4 2025 | Jan 21, 2026 |
| Fifth Third Wealth Advisors LLC | History | Added to | 15,648 | 5,246 | 0.18% | 0.18% | 1186 | +994 | 6.78% | Q4 2025 | Jan 15, 2026 |
| QUARRY HILL ADVISORS, LLC | History | Added to | 15,644 | 5,244 | 2.44% | 2.63% | 1187 | +1 | 0.01% | Q4 2025 | Jan 26, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 15,616 | 5,235 | 0.31% | 0.28% | 1188 | -418 | -2.61% | Q4 2025 | Feb 17, 2026 |
| RF&L WEALTH MANAGEMENT, LLC | History | Reduced | 15,606 | 5,232 | 2.93% | 3.01% | 1189 | -44 | -0.28% | Q4 2025 | Jan 09, 2026 |
| Richmond Investment Services, LLC | History | Added to | 15,591 | 5,227 | 0.9% | 0.92% | 1190 | +468 | 3.09% | Q4 2025 | Feb 12, 2026 |
| CITY HOLDING CO | History | Reduced | 15,574 | 5,221 | 0.64% | 0.65% | 1191 | -161 | -1.02% | Q4 2025 | Jan 22, 2026 |
| Providence First Trust Co | History | Added to | 15,526 | 5,205 | 1.8% | 1.76% | 1192 | +68 | 0.44% | Q4 2025 | Feb 03, 2026 |
| Traynor Capital Management, Inc. | History | Added to | 15,498 | 5,195 | 0.28% | 0.28% | 1193 | +312 | 2.05% | Q4 2025 | Jan 12, 2026 |
| NavPoint Financial, Inc. | History | Added to | 15,487 | 5,192 | 2.22% | 2.59% | 1194 | +415 | 2.75% | Q4 2025 | Jan 20, 2026 |
| BAYBAN | History | New | 15,481 | 5,190 | 4.59% | — | 1195 | +15,481 | New | Q4 2025 | Mar 05, 2026 |
| Francis Financial, Inc. | History | Added to | 15,387 | 5,158 | 1.01% | 0.82% | 1196 | +1,352 | 9.63% | Q4 2025 | Feb 11, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Reduced | 15,329 | 5,139 | 0.09% | 0.12% | 1197 | -6,931 | -31.14% | Q4 2025 | Jan 28, 2026 |
| Hanson & Doremus Investment Management | History | Reduced | 15,314 | 5,134 | 0.62% | 0.65% | 1198 | -413 | -2.63% | Q4 2025 | Jan 20, 2026 |
| BOK Financial Private Wealth, Inc. | History | Reduced | 15,294 | 5,127 | 0.31% | 0.34% | 1199 | -1,171 | -7.11% | Q4 2025 | Feb 06, 2026 |
| Sunrise Financial Services, LLC | History | New | 15,291 | 5,126 | 3.86% | — | 1200 | +15,291 | New | Q4 2025 | Feb 11, 2026 |
| FLAGSTAR ADVISORS INC | History | Reduced | 15,280 | 5,123 | 1.72% | 1.55% | 1201 | -155 | -1.0% | Q4 2025 | Jan 13, 2026 |
| LAM GROUP, INC. | History | Reduced | 15,257 | 5,115 | 2.93% | 3.11% | 1202 | -50 | -0.33% | Q4 2025 | Jan 23, 2026 |
| MASECO LLP | History | New | 15,240 | 5,109 | 0.22% | — | 1203 | +15,240 | New | Q4 2025 | Jan 22, 2026 |
| VICUS CAPITAL | History | Added to | 15,226 | 5,104 | 0.38% | 0.38% | 1204 | +12 | 0.08% | Q4 2025 | Jan 22, 2026 |
| Everest Management Corp. | History | Added to | 15,133 | 5,073 | 2.83% | 1.85% | 1205 | +6,268 | 70.71% | Q4 2025 | Feb 02, 2026 |
| DIVERSIFIED MANAGEMENT INC | History | New | 15,113 | 5,066 | 1.18% | — | 1206 | +15,113 | New | Q4 2025 | Jan 26, 2026 |
| Verum Partners LLC | History | Reduced | 15,097 | 5,061 | 1.02% | 1.09% | 1207 | -501 | -3.21% | Q4 2025 | Jan 14, 2026 |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | History | Added to | 15,084 | 5,057 | 2.74% | 2.74% | 1208 | +230 | 1.55% | Q4 2025 | Jan 28, 2026 |
| BRIGHT FINANCIAL ADVISORS, INC. | History | Added to | 15,045 | 5,044 | 2.38% | 2.36% | 1209 | +332 | 2.26% | Q4 2025 | Jan 23, 2026 |
| Provident Living Financial Services, Inc. | History | New | 14,987 | 5,024 | 4.94% | — | 1210 | +14,987 | New | Q4 2025 | Jan 21, 2026 |
| Keener Financial Planning LLC | History | Reduced | 14,973 | 5,020 | 2.17% | 2.29% | 1212 | -71 | -0.47% | Q4 2025 | Jan 23, 2026 |
| D.B. Root & Company, LLC | History | Added to | 14,974 | 5,020 | 1.22% | 1.24% | 1211 | +52 | 0.35% | Q4 2025 | Feb 03, 2026 |
| WealthBridge Capital Management, LLC | History | Reduced | 14,965 | 5,017 | 1.14% | 1.15% | 1213 | -18 | -0.12% | Q4 2025 | Jan 21, 2026 |
| SouthState Bank Corp | History | Added to | 14,958 | 5,014 | 0.22% | 0.2% | 1214 | +1,757 | 13.31% | Q4 2025 | Feb 11, 2026 |
| Fingerlakes Wealth Management, Inc. | History | Added to | 14,945 | 5,010 | 3.18% | 3.15% | 1215 | +225 | 1.53% | Q4 2025 | Feb 05, 2026 |
| Moors & Cabot, Inc. | History | Added to | 14,884 | 4,990 | 0.21% | 0.2% | 1216 | +847 | 6.03% | Q4 2025 | Feb 10, 2026 |
| Shakespeare Wealth Management, LLC | History | Added to | 14,874 | 4,986 | 1.1% | 1.11% | 1217 | +64 | 0.43% | Q4 2025 | Feb 06, 2026 |
| Andrews Advisory Associates, LLC | History | New | 14,840 | 4,975 | 2.64% | — | 1218 | +14,840 | New | Q4 2025 | Feb 18, 2026 |
| Claro Advisors Inc. | History | Reduced | 14,838 | 4,974 | 0.68% | 0.76% | 1219 | -987 | -6.24% | Q4 2025 | Feb 17, 2026 |
| Milestone Investment Advisors LLC | History | Added to | 14,756 | 4,947 | 1.2% | 1.17% | 1220 | +363 | 2.52% | Q4 2025 | Feb 11, 2026 |
| Blueprint Investment Partners LLC | History | Added to | 14,753 | 4,946 | 0.53% | 0.66% | 1221 | +435 | 3.04% | Q4 2025 | Feb 17, 2026 |
| Csenge Advisory Group | History | Reduced | 14,750 | 4,945 | 0.22% | 0.25% | 1222 | -1,252 | -7.82% | Q4 2025 | Feb 06, 2026 |
| Iron Gate Global Advisors LLC | History | Reduced | 14,748 | 4,944 | 0.51% | 0.49% | 1223 | -20 | -0.14% | Q4 2025 | Feb 17, 2026 |
| First Citizens Financial Corp | History | Added to | 14,746 | 4,943 | 2.44% | 2.31% | 1224 | +498 | 3.5% | Q4 2025 | Jan 06, 2026 |
| Quadcap Wealth Management, LLC | History | Added to | 14,715 | 4,933 | 0.56% | 0.46% | 1225 | +2,748 | 22.96% | Q4 2025 | Jan 29, 2026 |
| Legal Advantage Investments, Inc. | History | Added to | 14,699 | 4,928 | 2.28% | 2.1% | 1226 | +500 | 3.52% | Q4 2025 | Jan 14, 2026 |
| DKM Wealth Management, Inc. | History | Added to | 14,669 | 4,918 | 3.67% | 3.83% | 1227 | +127 | 0.87% | Q4 2025 | Jan 12, 2026 |
| True Wealth Design, LLC | History | Added to | 14,666 | 4,916 | 1.44% | 0.77% | 1228 | +7,020 | 91.81% | Q4 2025 | Jan 08, 2026 |
| Capasso Planning Partners LLC | History | Added to | 14,652 | 4,912 | 2.69% | 1.03% | 1229 | +9,545 | 186.9% | Q4 2025 | Feb 17, 2026 |
| O'ROURKE & COMPANY, Inc | History | Added to | 14,651 | 4,911 | 1.91% | 1.93% | 1230 | +563 | 4.0% | Q4 2025 | Jan 28, 2026 |
| Madrid Wealth Management, LLC | History | New | 14,608 | 4,897 | 3.97% | — | 1231 | +14,608 | New | Q4 2025 | Feb 02, 2026 |
| PPS&V ASSET MANAGEMENT CONSULTANTS, INC. | History | Reduced | 14,603 | 4,895 | 2.84% | 2.84% | 1232 | -407 | -2.71% | Q4 2025 | Jan 07, 2026 |
| Aspen Investment Management Inc | History | Added to | 14,562 | 4,882 | 1.47% | 0.37% | 1233 | +11,644 | 399.04% | Q4 2025 | Feb 06, 2026 |
| Councilmark Asset Management, LLC | History | Added to | 14,559 | 4,881 | 2.73% | 2.72% | 1234 | +89 | 0.62% | Q4 2025 | Feb 09, 2026 |
| Stonebridge Financial Group, LLC | History | Added to | 14,538 | 4,874 | 0.42% | 0.42% | 1235 | +107 | 0.74% | Q4 2025 | Jan 21, 2026 |
| Washington Trust Advisors, Inc. | History | Added to | 14,523 | 4,869 | 0.37% | 0.33% | 1236 | +1,485 | 11.39% | Q4 2025 | Feb 03, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 14,512 | 4,865 | 0.05% | 0.04% | 1237 | +2,750 | 23.38% | Q4 2025 | Feb 06, 2026 |
| GERBER, LLC | History | Added to | 14,463 | 4,849 | 2.7% | 2.98% | 1238 | +21 | 0.15% | Q4 2025 | Jan 21, 2026 |
| Blue Edge Capital, LLC | History | Reduced | 14,413 | 4,832 | 0.65% | 0.68% | 1239 | -190 | -1.3% | Q4 2025 | Feb 12, 2026 |
| Crewe Advisors LLC | History | Reduced | 14,415 | 4,832 | 0.43% | 0.45% | 1240 | -3 | -0.02% | Q4 2025 | Jan 16, 2026 |
| LRI Investments, LLC | History | Added to | 14,323 | 4,801 | 0.39% | 0.38% | 1241 | +159 | 1.12% | Q4 2025 | Feb 04, 2026 |
| Narus Financial Partners, LLC | History | Added to | 14,300 | 4,794 | 1.32% | 1.28% | 1242 | +45 | 0.32% | Q4 2025 | Feb 09, 2026 |
| Keel Point, LLC | History | Added to | 14,249 | 4,777 | 0.29% | 0.26% | 1243 | +1,404 | 10.93% | Q4 2025 | Feb 12, 2026 |
| Kendall Capital Management | History | Reduced | 14,251 | 4,777 | 1.0% | 1.07% | 1244 | -206 | -1.42% | Q4 2025 | Jan 16, 2026 |
| KEB ASSET MANAGEMENT, LLC | History | Added to | 14,244 | 4,775 | 0.97% | 0.57% | 1246 | +6,516 | 84.32% | Q4 2025 | Jan 09, 2026 |
| Mission Creek Capital Partners, Inc. | History | Added to | 14,243 | 4,775 | 0.96% | 0.69% | 1245 | +3,565 | 33.39% | Q4 2025 | Feb 12, 2026 |
| TruNorth Capital Management, LLC | History | Added to | 14,198 | 4,760 | 0.9% | 0.86% | 1247 | +964 | 7.28% | Q4 2025 | Feb 11, 2026 |
| Long Run Wealth Advisors, LLC | History | Added to | 14,199 | 4,760 | 0.9% | 0.89% | 1248 | +309 | 2.22% | Q4 2025 | Feb 02, 2026 |
| Verdence Capital Advisors LLC | History | Added to | 14,195 | 4,759 | 0.28% | 0.11% | 1249 | +8,315 | 141.41% | Q4 2025 | Jan 29, 2026 |
| Walleye Trading LLC | History | Reduced | 14,100 | 4,727 | 0.01% | 0.01% | 1250 | -8,400 | -37.33% | Q4 2025 | Feb 13, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 14,060 | 4,714 | 0.0% | 0.01% | 1251 | -36,761 | -72.33% | Q4 2025 | Feb 13, 2026 |
| AssuredPartners Investment Advisors, LLC | History | Added to | 14,014 | 4,698 | 0.7% | 0.47% | 1252 | +7,644 | 120.0% | Q4 2025 | Feb 03, 2026 |
| Mosley Wealth Management | History | New | 14,132 | 4,689 | 2.15% | — | 1253 | +14,132 | New | Q4 2025 | Feb 12, 2026 |
| Atlas Legacy Advisors, LLC | History | Added to | 13,983 | 4,686 | 0.82% | 0.8% | 1255 | +1,288 | 10.15% | Q4 2025 | Jan 29, 2026 |
| Smith Salley Wealth Management | History | Added to | 13,979 | 4,686 | 0.23% | 0.24% | 1254 | +2 | 0.01% | Q4 2025 | Jan 27, 2026 |
| DBK Financial Counsel, LLC | History | Reduced | 13,974 | 4,685 | 3.6% | 3.9% | 1256 | -160 | -1.13% | Q4 2025 | Jan 26, 2026 |
| Leo Wealth, LLC | History | Added to | 13,966 | 4,682 | 0.34% | 0.4% | 1257 | +4,598 | 49.08% | Q4 2025 | Jan 21, 2026 |
| Soltis Investment Advisors LLC | History | Added to | 13,928 | 4,669 | 0.31% | 0.26% | 1258 | +2,484 | 21.71% | Q4 2025 | Apr 02, 2026 |
| HOHIMER WEALTH MANAGEMENT, LLC | History | Added to | 13,910 | 4,663 | 0.63% | 0.56% | 1259 | +1,621 | 13.19% | Q4 2025 | Feb 12, 2026 |
| Nemes Rush Group LLC | History | Added to | 13,855 | 4,645 | 0.44% | 0.04% | 1260 | +12,660 | 1059.41% | Q4 2025 | Feb 11, 2026 |
| Single Point Partners, LLC | History | Reduced | 13,834 | 4,638 | 0.92% | 0.92% | 1261 | -7 | -0.05% | Q4 2025 | Jan 26, 2026 |
| CogentBlue Wealth Advisors, LLC | History | Added to | 13,827 | 4,635 | 3.16% | 3.06% | 1262 | +139 | 1.02% | Q4 2025 | Jan 16, 2026 |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | History | Reduced | 13,801 | 4,627 | 0.15% | 0.15% | 1263 | -4 | -0.03% | Q4 2025 | Feb 11, 2026 |
| FULTON BANK, N.A. | History | Added to | 13,770 | 4,616 | 0.16% | 0.16% | 1264 | +18 | 0.13% | Q4 2025 | Jan 08, 2026 |
| BNC WEALTH MANAGEMENT, LLC | History | Reduced | 13,752 | 4,610 | 1.18% | 1.22% | 1265 | -999 | -6.77% | Q4 2025 | Jan 22, 2026 |
| Bear Mountain Capital, Inc. | History | Reduced | 13,456 | 4,602 | 1.49% | 1.5% | 1266 | -75 | -0.55% | Q4 2025 | Jan 22, 2026 |
| Element Wealth, LLC | History | Added to | 13,723 | 4,600 | 1.9% | 0.55% | 1267 | +9,835 | 252.96% | Q4 2025 | Feb 13, 2026 |
| Rodgers & Associates, LTD | History | Added to | 13,652 | 4,577 | 0.46% | 0.26% | 1268 | +6,024 | 78.97% | Q4 2025 | Jan 22, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 13,509 | 4,576 | 0.26% | 0.37% | 1269 | +2,142 | 18.84% | Q4 2025 | Jan 29, 2026 |
| CIBC Asset Management Inc | History | Added to | 13,931 | 4,570 | 0.01% | 0.01% | 1270 | +247 | 1.81% | Q4 2025 | Feb 10, 2026 |
| IMC-Chicago, LLC | History | New | 13,599 | 4,559 | 0.0% | — | 1271 | +13,599 | New | Q4 2025 | Jan 29, 2026 |
| Clear Retirement Advice LLC | History | New | 13,473 | 4,557 | 3.54% | — | 1273 | +13,473 | New | Q4 2025 | Feb 24, 2026 |
| Investment Advisory Group, LLC | History | Added to | 13,595 | 4,557 | 1.17% | 1.16% | 1272 | +650 | 5.02% | Q4 2025 | Jan 23, 2026 |
| 626 Financial, LLC | History | Added to | 13,582 | 4,553 | 1.96% | 1.95% | 1274 | +45 | 0.33% | Q4 2025 | Feb 05, 2026 |
| Avant Capital LLC | History | Added to | 13,546 | 4,541 | 3.12% | 3.08% | 1275 | +224 | 1.68% | Q4 2025 | Feb 13, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | Added to | 13,513 | 4,530 | 0.6% | 0.04% | 1277 | +12,212 | 938.66% | Q4 2025 | Feb 04, 2026 |
| Sentry LLC | History | No change | 13,512 | 4,530 | 1.24% | 1.1% | 1276 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Indiana Trust & Investment Management Co | History | No change | 13,494 | 4,524 | 1.33% | 1.35% | 1278 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 13,479 | 4,519 | 0.49% | 0.43% | 1279 | +1,742 | 14.84% | Q4 2025 | Jan 23, 2026 |
| Values Added Financial LLC | History | Reduced | 13,467 | 4,515 | 1.91% | 2.01% | 1280 | -292 | -2.12% | Q4 2025 | Jan 16, 2026 |
| Roehl & Yi Investment Advisors, LLC | History | New | 40,571 | 4,511 | 1.79% | — | 1281 | +40,571 | New | Q4 2025 | Feb 17, 2026 |
| Woodside Wealth Management LLC | History | Added to | 13,347 | 4,474 | 3.34% | 3.45% | 1282 | +15 | 0.11% | Q4 2025 | Jan 30, 2026 |
| United Community Bank | History | Added to | 13,336 | 4,471 | 1.69% | 1.1% | 1283 | +2,465 | 22.68% | Q4 2025 | Jan 30, 2026 |
| Clark Capital Management Group, Inc. | History | Added to | 13,333 | 4,470 | 0.03% | 0.02% | 1284 | +3,732 | 38.87% | Q4 2025 | Feb 17, 2026 |
| Brooklyn Investment Group | History | Added to | 13,208 | 4,469 | 0.21% | 0.13% | 1285 | +10,141 | 330.65% | Q4 2025 | Feb 12, 2026 |
| White Lighthouse Investment Management Inc. | History | Reduced | 13,320 | 4,465 | 0.62% | 0.67% | 1286 | -54 | -0.4% | Q4 2025 | Feb 09, 2026 |
| Tandem Investment Partners LLC | History | Reduced | 13,317 | 4,464 | 3.76% | 3.91% | 1287 | -1,205 | -8.3% | Q4 2025 | Jan 21, 2026 |
| Hills Bank & Trust Co | History | Reduced | 13,302 | 4,459 | 0.26% | 0.26% | 1288 | -347 | -2.54% | Q4 2025 | Feb 05, 2026 |
| Donalies Financial Planning, LLC | History | New | 13,273 | 4,450 | 3.79% | — | 1289 | +13,273 | New | Q4 2025 | Feb 17, 2026 |
| Pegasus Asset Management, Inc. | History | Reduced | 13,250 | 4,442 | 1.37% | 1.41% | 1290 | -112 | -0.84% | Q4 2025 | Feb 02, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Reduced | 13,243 | 4,439 | 0.34% | 0.69% | 1291 | -16,572 | -55.58% | Q4 2025 | Jan 23, 2026 |
| Omnitrust Wealth Management, Inc | History | New | 13,238 | 4,438 | 5.64% | — | 1292 | +13,238 | New | Q4 2025 | Feb 11, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Added to | 13,206 | 4,427 | 0.03% | 0.03% | 1293 | +115 | 0.88% | Q4 2025 | Feb 17, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 13,187 | 4,421 | 0.25% | 0.27% | 1294 | +78 | 0.6% | Q4 2025 | Feb 04, 2026 |
| Twin Lakes Capital Management, LLC | History | Added to | 13,160 | 4,412 | 1.96% | 1.99% | 1295 | +73 | 0.56% | Q4 2025 | Feb 04, 2026 |
| Cynosure Group, LLC | History | Reduced | 13,152 | 4,409 | 0.45% | 0.47% | 1296 | -126 | -0.95% | Q4 2025 | Feb 17, 2026 |
| Cherry Tree Wealth Management, LLC | History | Reduced | 13,134 | 4,403 | 0.93% | 0.99% | 1297 | -548 | -4.01% | Q4 2025 | Feb 10, 2026 |
| SC&H Financial Advisors, Inc. | History | Added to | 13,133 | 4,402 | 0.68% | 0.64% | 1298 | +1,261 | 10.62% | Q4 2025 | Jan 21, 2026 |
| LETSON INVESTMENT MANAGEMENT, INC. | History | No change | 13,125 | 4,400 | 1.61% | 1.55% | 1299 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Midwestern Financial, LLC /IA | History | Reduced | 13,118 | 4,398 | 3.64% | 4.44% | 1301 | -2,640 | -16.75% | Q4 2025 | Feb 06, 2026 |
| Brown Miller Wealth Management, LLC | History | Added to | 13,118 | 4,398 | 1.22% | 1.22% | 1300 | +2 | 0.02% | Q4 2025 | Jan 23, 2026 |
| Strategies Wealth Advisors, LLC | History | Reduced | 13,094 | 4,389 | 0.44% | 0.45% | 1302 | -59 | -0.45% | Q4 2025 | Feb 13, 2026 |
| Summit Global Investments | History | Added to | 13,023 | 4,366 | 0.26% | 0.24% | 1303 | +689 | 5.59% | Q4 2025 | Feb 18, 2026 |
| Talisman Wealth Advisors LLC | History | Added to | 12,987 | 4,363 | 3.39% | 2.22% | 1305 | +4,806 | 58.75% | Q4 2025 | Feb 20, 2026 |
| UNITED SERVICES AUTOMOBILE ASSOCIATION | History | Reduced | 13,014 | 4,363 | 0.28% | 0.33% | 1304 | -1,309 | -9.14% | Q4 2025 | Feb 04, 2026 |
| Aegis Wealth Management LLC | History | Added to | 13,006 | 4,360 | 2.46% | 2.23% | 1306 | +301 | 2.37% | Q4 2025 | Jan 14, 2026 |
| Sylvest Advisors, LLC | History | Reduced | 13,003 | 4,359 | 2.33% | 2.4% | 1308 | -642 | -4.71% | Q4 2025 | Jan 20, 2026 |
| Embree Financial Group | History | Added to | 13,003 | 4,359 | 0.53% | 0.57% | 1307 | +134 | 1.04% | Q4 2025 | Jan 14, 2026 |
| James J. Burns & Company, LLC | History | Reduced | 12,999 | 4,358 | 0.6% | 0.65% | 1309 | -234 | -1.77% | Q4 2025 | Jan 23, 2026 |
| Foguth Wealth Management, LLC. | History | New | 12,958 | 4,357 | 0.68% | — | 1310 | +12,958 | New | Q4 2025 | Jan 05, 2026 |
| Coordinated Financial Services, Inc. | History | Reduced | 12,957 | 4,344 | 2.5% | 2.75% | 1311 | -116 | -0.89% | Q4 2025 | Feb 09, 2026 |
| Forza Wealth Management, LLC | History | Reduced | 12,942 | 4,339 | 1.57% | 1.66% | 1312 | -230 | -1.75% | Q4 2025 | Feb 02, 2026 |
| Red Door Wealth Management, LLC | History | No change | 12,853 | 4,309 | 0.45% | 0.45% | 1313 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Diversified Enterprises, LLC | History | Reduced | 12,840 | 4,304 | 0.26% | 0.34% | 1314 | -2,370 | -15.58% | Q4 2025 | Jan 28, 2026 |
| TRED AVON FAMILY WEALTH, LLC | History | Reduced | 12,798 | 4,290 | 1.4% | 1.66% | 1315 | -1,973 | -13.36% | Q4 2025 | Jan 27, 2026 |
| Hardin Capital Partners, LLC | History | Added to | 12,795 | 4,289 | 2.03% | 2.19% | 1316 | +334 | 2.68% | Q4 2025 | Jan 09, 2026 |
| Spinnaker Investment Group, LLC | History | Added to | 12,758 | 4,277 | 0.78% | 0.78% | 1317 | +38 | 0.3% | Q4 2025 | Jan 12, 2026 |
| Mattern Wealth Management LLC | History | No change | 12,737 | 4,270 | 0.82% | 0.83% | 1318 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Added to | 12,724 | 4,266 | 0.52% | 0.18% | 1319 | +8,448 | 197.57% | Q4 2025 | Jan 07, 2026 |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | History | Reduced | 12,702 | 4,258 | 0.32% | 0.28% | 1320 | -72 | -0.56% | Q4 2025 | Jan 23, 2026 |
| Sequent Planning LLC | History | Added to | 12,638 | 4,237 | 1.08% | 1.15% | 1321 | +275 | 2.22% | Q4 2025 | Feb 05, 2026 |
| Acropolis Investment Management, LLC | History | Reduced | 12,617 | 4,230 | 0.19% | 0.2% | 1322 | -256 | -1.99% | Q4 2025 | Jan 14, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | New | 12,599 | 4,224 | 0.71% | — | 1323 | +12,599 | New | Q4 2025 | Feb 12, 2026 |
| Pinnacle Financial Group, LLC / IL | History | Reduced | 12,587 | 4,220 | 1.22% | 1.33% | 1324 | -836 | -6.23% | Q4 2025 | Feb 05, 2026 |
| Tandem Wealth Advisors LLC | History | Reduced | 12,584 | 4,219 | 1.89% | 2.0% | 1325 | -212 | -1.66% | Q4 2025 | Feb 12, 2026 |
| National Wealth Management Group, LLC | History | Reduced | 12,540 | 4,204 | 1.46% | 1.58% | 1326 | -244 | -1.91% | Q4 2025 | Jan 12, 2026 |
| Oxford Wealth Group, LLC | History | New | 12,520 | 4,197 | 2.04% | — | 1327 | +12,520 | New | Q4 2025 | Feb 10, 2026 |
| Shepherd Street Advisors LLC | History | New | 12,515 | 4,195 | 4.02% | — | 1328 | +12,515 | New | Q4 2025 | Feb 10, 2026 |
| DecisionPoint Financial, LLC | History | Added to | 12,450 | 4,174 | 0.92% | 0.9% | 1329 | +791 | 6.78% | Q4 2025 | Jan 29, 2026 |
| WealthNavi Inc. | History | Added to | 12,394,779 | 4,155 | 36.72% | 37.6% | 1330 | +32,017 | 0.26% | Q4 2025 | Jan 15, 2026 |
| Charter Oak Capital Management, LLC | History | Added to | 12,392 | 4,154 | 0.32% | 0.32% | 1331 | +82 | 0.67% | Q4 2025 | Jan 23, 2026 |
| BOSTON RESEARCH & MANAGEMENT INC | History | No change | 12,380 | 4,150 | 0.96% | 0.9% | 1332 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Aurdan Capital Management, LLC | History | No change | 12,366 | 4,145 | 1.28% | 1.29% | 1333 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Treasure Coast Financial Planning | History | Added to | 12,352 | 4,141 | 2.2% | 2.25% | 1334 | +47 | 0.38% | Q4 2025 | Jan 22, 2026 |
| Mayfair Advisory Group, LLC | History | Added to | 12,290 | 4,133 | 1.61% | 1.61% | 1335 | +853 | 7.46% | Q4 2025 | Jan 21, 2026 |
| Geometric Wealth Advisors | History | Added to | 12,308 | 4,126 | 0.53% | 0.53% | 1336 | +139 | 1.14% | Q4 2025 | Feb 06, 2026 |
| Certified Advisory Corp | History | Added to | 12,292 | 4,121 | 0.38% | 0.37% | 1337 | +456 | 3.85% | Q4 2025 | Jan 12, 2026 |
| CAPITAL INSIGHT PARTNERS, LLC | History | Reduced | 12,290 | 4,120 | 0.87% | 0.67% | 1338 | -109 | -0.88% | Q4 2025 | Feb 17, 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | History | Reduced | 12,274 | 4,115 | 0.67% | 0.81% | 1339 | -1,847 | -13.08% | Q4 2025 | Feb 11, 2026 |
| Financial Strategies Group, Inc. | History | Reduced | 12,040 | 4,108 | 0.74% | 0.77% | 1340 | -15 | -0.12% | Q4 2025 | Feb 05, 2026 |
| Edgestream Partners, L.P. | History | Added to | 12,246 | 4,105 | 0.12% | 0.03% | 1341 | +8,687 | 244.09% | Q4 2025 | Feb 13, 2026 |
| Hendershot Investments Inc. | History | Reduced | 12,197 | 4,089 | 0.52% | 0.51% | 1342 | -127 | -1.03% | Q4 2025 | Jan 26, 2026 |
| Legacy Wealth Management, LLC / MS | History | Added to | 12,191 | 4,087 | 1.09% | 0.49% | 1343 | +7,227 | 145.59% | Q4 2025 | Jan 05, 2026 |
| ESG Planning DBA Harper Investing | History | Added to | 12,140 | 4,070 | 1.75% | 1.67% | 1344 | +1,468 | 13.76% | Q4 2025 | Feb 04, 2026 |
| Bridgewealth Advisory Group, LLC | History | Added to | 12,135 | 4,068 | 0.9% | 0.91% | 1345 | +220 | 1.85% | Q4 2025 | Feb 04, 2026 |
| Sellwood Investment Partners LLC | History | Added to | 12,130 | 4,066 | 1.59% | 1.19% | 1346 | +3,024 | 33.21% | Q4 2025 | Jan 26, 2026 |
| MAD RIVER INVESTORS | History | No change | 12,122 | 4,064 | 1.85% | 1.7% | 1347 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Reduced | 12,109 | 4,059 | 0.11% | 0.12% | 1348 | -793 | -6.15% | Q4 2025 | Feb 13, 2026 |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | History | Added to | 12,099 | 4,056 | 2.51% | 2.32% | 1349 | +1,473 | 13.86% | Q4 2025 | Feb 10, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Reduced | 12,007 | 4,025 | 0.04% | 0.05% | 1350 | -606 | -4.8% | Q4 2025 | Feb 02, 2026 |
| Old Peak Finance LLC | History | New | 12,002 | 4,023 | 2.48% | — | 1351 | +12,002 | New | Q4 2025 | Feb 10, 2026 |
| Carl P. Sherr & Co., LLC | History | Added to | 11,801 | 4,019 | 1.79% | 1.81% | 1352 | +149 | 1.28% | Q4 2025 | Feb 09, 2026 |
| HOWARD FINANCIAL SERVICES, LTD. | History | Added to | 11,949 | 4,006 | 0.47% | 0.44% | 1353 | +1,040 | 9.53% | Q4 2025 | Jan 12, 2026 |
| Fiduciary Group, LLC | History | Reduced | 11,895 | 3,987 | 0.33% | 0.35% | 1354 | -391 | -3.18% | Q4 2025 | Feb 12, 2026 |
| Tyche Wealth Partners LLC | History | Added to | 11,879 | 3,982 | 0.63% | 0.68% | 1355 | +85 | 0.72% | Q4 2025 | Jan 23, 2026 |
| Fairway Wealth LLC | History | Reduced | 11,876 | 3,981 | 1.07% | 1.1% | 1356 | -120 | -1.0% | Q4 2025 | Jan 28, 2026 |
| BOYUM WEALTH ARCHITECTS LLC | History | Added to | 11,653 | 3,968 | 1.85% | 2.35% | 1357 | +30 | 0.26% | Q4 2025 | Jan 26, 2026 |
| CFS Investment Advisory Services, LLC | History | Added to | 11,800 | 3,956 | 0.29% | 0.13% | 1358 | +6,477 | 121.68% | Q4 2025 | Feb 10, 2026 |
| PETTYJOHN, WOOD & WHITE, INC | History | No change | 11,783 | 3,950 | 0.62% | 0.64% | 1359 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Yeomans Consulting Group, Inc. | History | Added to | 11,768 | 3,945 | 1.16% | 0.96% | 1360 | +3,293 | 38.86% | Q4 2025 | Jan 07, 2026 |
| Hoese & Co LLP | History | Reduced | 11,763 | 3,943 | 2.81% | 3.06% | 1361 | -443 | -3.63% | Q4 2025 | Jan 14, 2026 |
| Pallas Capital Advisors LLC | History | Added to | 11,745 | 3,937 | 0.13% | 0.1% | 1362 | +3,647 | 45.04% | Q4 2025 | Jan 14, 2026 |
| Cadence Bank | History | Added to | 11,735 | 3,934 | 0.23% | 0.23% | 1363 | +81 | 0.7% | Q4 2025 | Jan 30, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | Reduced | 11,724 | 3,930 | 0.77% | 0.85% | 1364 | -510 | -4.17% | Q4 2025 | Feb 04, 2026 |
| Gallacher Capital Management LLC | History | Added to | 11,701 | 3,922 | 1.52% | 1.5% | 1365 | +165 | 1.43% | Q4 2025 | Feb 03, 2026 |
| Apex Wealth Management, LLC | History | Reduced | 11,471 | 3,921 | 3.98% | 4.52% | 1366 | -7,802 | -40.48% | Q4 2025 | Jan 26, 2026 |
| DMKC Advisory Services, LLC | History | Reduced | 11,683 | 3,917 | 1.72% | 2.02% | 1367 | -435 | -3.59% | Q4 2025 | Jan 30, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 11,602 | 3,889 | 3.08% | — | 1368 | +11,602 | New | Q4 2025 | Feb 11, 2026 |
| Royal Fund Management, LLC | History | Added to | 11,564 | 3,884 | 0.35% | 0.35% | 1369 | +2,602 | 29.03% | Q4 2025 | Jan 15, 2026 |
| Cascade Investment Advisors, Inc. | History | Added to | 11,531 | 3,865 | 2.27% | 2.19% | 1370 | +493 | 4.47% | Q4 2025 | Jan 14, 2026 |
| Beaumont Financial Advisors, LLC | History | Reduced | 11,521 | 3,862 | 0.25% | 0.25% | 1371 | -37 | -0.32% | Q4 2025 | Jan 16, 2026 |
| SIGNAL TREE FINANCIAL PARTNERS LLC | History | Reduced | 11,502 | 3,856 | 2.94% | 3.01% | 1372 | -45 | -0.39% | Q4 2025 | Feb 17, 2026 |
| KWMG, LLC | History | Added to | 11,494 | 3,853 | 0.33% | 0.33% | 1373 | +1 | 0.01% | Q4 2025 | Jan 16, 2026 |
| Peirce Capital Management, LLC | History | Reduced | 11,490 | 3,852 | 1.53% | 1.57% | 1374 | -53 | -0.46% | Q4 2025 | Feb 06, 2026 |
| Voya Financial Advisors, Inc. | History | Reduced | 11,376 | 3,849 | 0.37% | 0.39% | 1375 | -857 | -7.01% | Q4 2025 | Feb 13, 2026 |
| Heritage Financial Services, LLC | History | Added to | 11,466 | 3,844 | 0.32% | 0.31% | 1376 | +808 | 7.58% | Q4 2025 | Feb 02, 2026 |
| Davis Capital Management | History | Added to | 11,434 | 3,833 | 2.64% | 2.59% | 1377 | +24 | 0.21% | Q4 2025 | Jan 28, 2026 |
| HC Advisors, LLC | History | Added to | 11,416 | 3,827 | 2.65% | 2.63% | 1378 | +1 | 0.01% | Q4 2025 | Feb 11, 2026 |
| Yoder Wealth Management, Inc. | History | Added to | 11,354 | 3,806 | 1.73% | 1.75% | 1379 | +62 | 0.55% | Q4 2025 | Jan 22, 2026 |
| Blueprint Financial Advisors LLC | History | Reduced | 11,303 | 3,789 | 0.58% | 0.84% | 1380 | -489 | -4.15% | Q4 2025 | Feb 13, 2026 |
| NDVR, Inc. | History | Reduced | 11,290 | 3,785 | 3.14% | 3.21% | 1381 | -451 | -3.84% | Q4 2025 | Feb 12, 2026 |
| JNBA Financial Advisors | History | Reduced | 11,287 | 3,784 | 0.33% | 0.34% | 1382 | -230 | -2.0% | Q4 2025 | Jan 26, 2026 |
| PROFESSIONAL ADVISORY SERVICES INC | History | No change | 11,260 | 3,775 | 0.49% | 0.48% | 1383 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| American Institute for Advanced Investment Management, LLP | History | Reduced | 11,258 | 3,774 | 2.43% | 2.5% | 1384 | -400 | -3.43% | Q4 2025 | Feb 04, 2026 |
| Nicholson Wealth Management Group, LLC | History | Added to | 11,239 | 3,768 | 2.21% | 2.11% | 1385 | +245 | 2.23% | Q4 2025 | Jan 26, 2026 |
| Strathmore Capital Advisors, Inc. | History | New | 11,238 | 3,767 | 1.23% | — | 1387 | +11,238 | New | Q4 2025 | Feb 13, 2026 |
| Bragg Financial Advisors, Inc | History | Reduced | 11,236 | 3,767 | 0.12% | 0.12% | 1386 | -42 | -0.37% | Q4 2025 | Feb 13, 2026 |
| Everstar Asset Management, LLC | History | Reduced | 11,232 | 3,765 | 2.02% | 2.1% | 1388 | -76 | -0.67% | Q4 2025 | Feb 05, 2026 |
| Canvas Wealth Advisors, LLC | History | Added to | 11,217 | 3,760 | 0.64% | 0.67% | 1389 | +72 | 0.65% | Q4 2025 | Jan 12, 2026 |
| ALM First Financial Advisors, LLC | History | No change | 14,000 | 3,750 | 0.74% | 0.74% | 1390 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Alliance Wealth Advisors, LLC /UT | History | Added to | 11,179 | 3,747 | 0.81% | 0.14% | 1391 | +9,310 | 498.13% | Q4 2025 | Feb 02, 2026 |
| ORG Partners LLC | History | Added to | 11,159 | 3,741 | 0.66% | 0.6% | 1392 | +1,065 | 10.55% | Q4 2025 | Jan 14, 2026 |
| Ascent Group, LLC | History | Reduced | 11,156 | 3,740 | 0.13% | 0.13% | 1394 | -328 | -2.86% | Q4 2025 | Jan 20, 2026 |
| Pinnacle Bancorp, Inc. | History | Reduced | 11,157 | 3,740 | 1.1% | 1.09% | 1393 | -113 | -1.0% | Q4 2025 | Jan 22, 2026 |
| American Wealth Advisors, LLC | History | Added to | 11,139 | 3,734 | 3.67% | 3.56% | 1395 | +184 | 1.68% | Q4 2025 | Jan 26, 2026 |
| GWN SECURITIES INC. | History | Added to | 11,126 | 3,730 | 0.75% | 0.83% | 1396 | +359 | 3.33% | Q4 2025 | Feb 11, 2026 |
| Palisade Asset Management, LLC | History | Reduced | 11,091 | 3,718 | 0.36% | 0.44% | 1397 | -3,289 | -22.87% | Q4 2025 | Feb 13, 2026 |
| BEAM WEALTH ADVISORS, INC. | History | Added to | 11,073 | 3,712 | 1.02% | 0.99% | 1398 | +32 | 0.29% | Q4 2025 | Feb 04, 2026 |
| PCA Investment Advisory Services Inc. | History | Added to | 11,070 | 3,711 | 1.3% | 1.34% | 1399 | +4 | 0.04% | Q4 2025 | Feb 10, 2026 |
| Clayton Financial Group LLC | History | Added to | 11,056 | 3,706 | 1.89% | 2.13% | 1400 | +2,153 | 24.18% | Q4 2025 | Jan 21, 2026 |
| BancFirst Trust & Investment Management | History | Reduced | 10,953 | 3,700 | 1.53% | 2.49% | 1401 | -9,069 | -45.3% | Q4 2025 | Jan 05, 2026 |
| Aurelius Family Office LLC | History | Reduced | 10,916 | 3,698 | 1.59% | 1.6% | 1402 | -19 | -0.17% | Q4 2025 | Jan 09, 2026 |
| Lantern Wealth Advisors, LLC | History | Reduced | 11,027 | 3,697 | 1.96% | 2.32% | 1403 | -2,343 | -17.52% | Q4 2025 | Feb 17, 2026 |
| SOL Capital Management CO | History | Reduced | 11,019 | 3,694 | 0.33% | 0.33% | 1404 | -350 | -3.08% | Q4 2025 | Jan 30, 2026 |
| Lumbard & Kellner, LLC | History | No change | 11,020 | 3,694 | 1.29% | 1.33% | 1405 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | Added to | 10,979 | 3,680 | 0.05% | 0.04% | 1406 | +2,132 | 24.1% | Q4 2025 | Feb 12, 2026 |
| Icon Wealth Advisors, LLC | History | Added to | 10,962 | 3,675 | 0.24% | 0.23% | 1407 | +561 | 5.39% | Q4 2025 | Feb 13, 2026 |
| CATALYST FINANCIAL PARTNERS LLC | History | Added to | 10,915 | 3,659 | 0.41% | 0.42% | 1408 | +197 | 1.84% | Q4 2025 | Feb 04, 2026 |
| Miller Investment Management, LP | History | Reduced | 10,904 | 3,655 | 0.36% | 0.37% | 1409 | -328 | -2.92% | Q4 2025 | Feb 11, 2026 |
| YHB Investment Advisors, Inc. | History | Added to | 10,902 | 3,655 | 0.25% | 0.26% | 1410 | +90 | 0.83% | Q4 2025 | Jan 16, 2026 |
| BLB&B Advisors, LLC | History | Reduced | 10,893 | 3,652 | 0.15% | 0.16% | 1411 | -217 | -1.95% | Q4 2025 | Jan 26, 2026 |
| Novak & Powell Financial Services, Inc. | History | Added to | 10,886 | 3,649 | 1.9% | 1.88% | 1412 | +2 | 0.02% | Q4 2025 | Feb 10, 2026 |
| Renasant Bank | History | Reduced | 10,881 | 3,648 | 2.47% | 2.27% | 1413 | -26 | -0.24% | Q4 2025 | Jan 30, 2026 |
| Avantax Planning Partners, Inc. | History | Reduced | 10,834 | 3,632 | 0.1% | 0.1% | 1414 | -30 | -0.28% | Q4 2025 | Feb 05, 2026 |
| Security National Bank | History | Reduced | 10,831 | 3,631 | 0.52% | 0.76% | 1415 | -4,343 | -28.62% | Q4 2025 | Feb 05, 2026 |
| Grove Bank & Trust | History | Added to | 10,767 | 3,609 | 0.41% | 0.41% | 1416 | +14 | 0.13% | Q4 2025 | Jan 08, 2026 |
| Barton Investment Management | History | No change | 10,752 | 3,604 | 0.39% | 0.36% | 1417 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Prosperity Consulting Group, LLC | History | Added to | 10,736 | 3,599 | 0.16% | 0.1% | 1418 | +4,309 | 67.05% | Q4 2025 | Feb 17, 2026 |
| MARIPAU WEALTH MANAGEMENT LLC | History | Added to | 10,784 | 3,595 | 1.65% | 1.16% | 1419 | +3,785 | 54.08% | Q4 2025 | Feb 17, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | Reduced | 10,470 | 3,591 | 0.24% | 0.28% | 1420 | -315 | -2.92% | Q4 2025 | Feb 13, 2026 |
| Walkner Condon Financial Advisors LLC | History | Reduced | 10,688 | 3,583 | 0.5% | 0.58% | 1421 | -486 | -4.35% | Q4 2025 | Jan 21, 2026 |
| Christensen, King & Associates Investment Services, Inc. | History | Added to | 10,672 | 3,578 | 1.53% | 1.49% | 1422 | +85 | 0.8% | Q4 2025 | Jan 22, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Reduced | 10,665 | 3,575 | 0.45% | 0.51% | 1423 | -540 | -4.82% | Q4 2025 | Jan 15, 2026 |
| FF Advisors,LLC | History | Reduced | 10,659 | 3,573 | 1.59% | 1.67% | 1424 | -12 | -0.11% | Q4 2025 | Feb 13, 2026 |
| Exchange Bank | History | Reduced | 10,647 | 3,569 | 2.47% | 2.88% | 1425 | -2,018 | -15.93% | Q4 2025 | Jan 13, 2026 |
| Anchor Investment Management, LLC | History | Added to | 10,636 | 3,565 | 0.29% | 0.29% | 1426 | +23 | 0.22% | Q4 2025 | Feb 26, 2026 |
| Lodestone Wealth Management LLC | History | Added to | 10,636 | 3,565 | 1.45% | 1.57% | 1427 | +1 | 0.01% | Q4 2025 | Jan 15, 2026 |
| Bare Financial Services, Inc | History | No change | 10,628 | 3,563 | 0.99% | 1.04% | 1428 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Strategic Advisors LLC | History | Added to | 10,614 | 3,558 | 0.56% | 0.48% | 1429 | +1,417 | 15.41% | Q4 2025 | Feb 10, 2026 |
| MAINSAIL ASSET MANAGEMENT, LLC | History | Added to | 10,578 | 3,546 | 1.52% | 1.52% | 1430 | +7 | 0.07% | Q4 2025 | Feb 05, 2026 |
| Daybright Advisory Services, Inc. | History | New | 10,556 | 3,538 | 0.94% | — | 1431 | +10,556 | New | Q4 2025 | Feb 12, 2026 |
| MATAURO, LLC | History | Reduced | 10,548 | 3,536 | 0.53% | 0.56% | 1432 | -245 | -2.27% | Q4 2025 | Jan 16, 2026 |
| First Command Advisory Services, Inc. | History | Added to | 10,532 | 3,530 | 0.02% | 0.02% | 1433 | +2,026 | 23.82% | Q4 2025 | Feb 11, 2026 |
| Inspire Advisors, LLC | History | Added to | 10,483 | 3,514 | 0.32% | 0.31% | 1434 | +757 | 7.78% | Q4 2025 | Feb 13, 2026 |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | History | Reduced | 10,444 | 3,501 | 0.76% | 0.78% | 1435 | -295 | -2.75% | Q4 2025 | Jan 26, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Added to | 10,441 | 3,500 | 0.1% | 0.09% | 1436 | +1,133 | 12.17% | Q4 2025 | Feb 03, 2026 |
| London & Capital Asset Management Ltd | History | New | 10,417 | 3,492 | 0.04% | — | 1437 | +10,417 | New | Q4 2025 | Feb 17, 2026 |
| NVWM, LLC | History | Reduced | 10,411 | 3,490 | 0.76% | 0.77% | 1438 | -56 | -0.54% | Q4 2025 | Jan 20, 2026 |
| MOSELEY INVESTMENT MANAGEMENT INC | History | Added to | 10,394 | 3,484 | 1.08% | 1.0% | 1439 | +378 | 3.77% | Q4 2025 | Jan 20, 2026 |
| SIMPLEX TRADING, LLC | History | New | 10,361 | 3,473 | 0.0% | — | 1440 | +10,361 | New | Q4 2025 | Feb 11, 2026 |
| Aviance Capital Partners, LLC | History | Added to | 10,357 | 3,472 | 0.4% | 0.37% | 1441 | +750 | 7.81% | Q4 2025 | Feb 06, 2026 |
| Compass Planning Associates Inc | History | Reduced | 10,353 | 3,471 | 2.4% | 3.47% | 1442 | -1,180 | -10.23% | Q4 2025 | Jan 22, 2026 |
| HORAN Wealth, LLC | History | Added to | 10,352 | 3,470 | 0.53% | 0.53% | 1443 | +43 | 0.42% | Q4 2025 | Feb 04, 2026 |
| OUTFITTERS FINANCIAL LLC | History | Added to | 10,319 | 3,459 | 2.72% | 2.73% | 1444 | +35 | 0.34% | Q4 2025 | Jan 28, 2026 |
| F&V Capital Management, LLC | History | Added to | 10,315 | 3,458 | 0.74% | 0.28% | 1445 | +6,484 | 169.25% | Q4 2025 | Mar 26, 2026 |
| Discipline Wealth Solutions, LLC | History | Added to | 10,301 | 3,453 | 0.64% | 0.49% | 1446 | +4,679 | 83.23% | Q4 2025 | Jan 26, 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | Added to | 10,298 | 3,452 | 1.26% | 0.94% | 1447 | +3,636 | 54.58% | Q4 2025 | Feb 12, 2026 |
| Waterloo Capital, L.P. | History | Reduced | 10,283 | 3,447 | 0.25% | 0.26% | 1448 | -370 | -3.47% | Q4 2025 | Feb 10, 2026 |
| Madden Advisory Services, Inc. | History | Reduced | 10,266 | 3,441 | 1.38% | 1.42% | 1449 | -929 | -8.3% | Q4 2025 | Feb 11, 2026 |
| ALERUS FINANCIAL NA | History | Added to | 10,263 | 3,440 | 0.17% | 0.14% | 1451 | +1,781 | 21.0% | Q4 2025 | Feb 13, 2026 |
| CAPITAL ADVISORS INC/OK | History | Reduced | 10,261 | 3,440 | 0.06% | 0.06% | 1450 | -22 | -0.21% | Q4 2025 | Jan 15, 2026 |
| AMES NATIONAL CORP | History | Reduced | 10,230 | 3,429 | 2.01% | 2.0% | 1452 | -39 | -0.38% | Q4 2025 | Feb 13, 2026 |
| New Republic Capital, LLC | History | Reduced | 10,218 | 3,425 | 0.91% | 1.06% | 1453 | -262 | -2.5% | Q4 2025 | Feb 10, 2026 |
| Piedmont Capital Management, LLC | History | Added to | 10,171 | 3,410 | 1.74% | 1.74% | 1454 | +107 | 1.06% | Q4 2025 | Feb 13, 2026 |
| Valley Financial Group, Inc. | History | Reduced | 10,143 | 3,400 | 1.91% | 2.81% | 1455 | -4,973 | -32.9% | Q4 2025 | Feb 18, 2026 |
| Princeton Global Asset Management LLC | History | Added to | 10,128 | 3,395 | 0.55% | 0.55% | 1456 | +49 | 0.49% | Q4 2025 | Jan 20, 2026 |
| NOVEM GROUP | History | Reduced | 10,115 | 3,391 | 0.39% | 0.39% | 1457 | -7 | -0.07% | Q4 2025 | Jan 27, 2026 |
| Lakewood Asset Management LLC | History | Reduced | 10,076 | 3,378 | 1.98% | 2.15% | 1458 | -772 | -7.12% | Q4 2025 | Jan 26, 2026 |
| PGIM Custom Harvest LLC | History | Reduced | 10,049 | 3,369 | 0.05% | 0.05% | 1459 | -415 | -3.97% | Q4 2025 | Feb 17, 2026 |
| LAZARI CAPITAL MANAGEMENT, INC. | History | Reduced | 10,037 | 3,365 | 1.13% | 1.21% | 1461 | -907 | -8.29% | Q4 2025 | Jan 29, 2026 |
| Lee Financial Co | History | Reduced | 10,037 | 3,365 | 0.45% | 0.42% | 1460 | -245 | -2.38% | Q4 2025 | Jan 22, 2026 |
| LongView Wealth Management | History | Added to | 9,804 | 3,362 | 0.81% | 0.87% | 1462 | +53 | 0.54% | Q4 2025 | Jan 13, 2026 |
| HTG Investment Advisors, Inc. | History | Added to | 10,015 | 3,357 | 1.03% | 1.1% | 1463 | +43 | 0.43% | Q4 2025 | Feb 02, 2026 |
| Berkeley Capital Partners, LLC | History | Reduced | 10,004 | 3,354 | 0.79% | 0.78% | 1464 | -56 | -0.56% | Q4 2025 | Feb 05, 2026 |
| DAGCO, INC. | History | Added to | 9,994 | 3,350 | 0.77% | 0.81% | 1465 | +134 | 1.36% | Q4 2025 | Jan 08, 2026 |
| Avalon Trust Co | History | Reduced | 9,972 | 3,343 | 0.22% | 0.24% | 1466 | -1,350 | -11.92% | Q4 2025 | Feb 09, 2026 |
| Roof Eidam Maycock Peralta, LLC | History | Added to | 9,964 | 3,340 | 0.76% | 0.78% | 1467 | +138 | 1.4% | Q4 2025 | Jan 26, 2026 |
| R.H. Investment Group, LLC | History | Reduced | 9,961 | 3,339 | 2.8% | 3.92% | 1468 | -3,785 | -27.54% | Q4 2025 | Jan 16, 2026 |
| Rathbones Group PLC | History | Added to | 9,953 | 3,336 | 0.01% | 0.01% | 1469 | +5,364 | 116.89% | Q4 2025 | Feb 06, 2026 |
| Creekside Partners | History | Reduced | 9,948 | 3,335 | 1.41% | 1.58% | 1470 | -954 | -8.75% | Q4 2025 | Feb 13, 2026 |
| Synergy Investment Management, LLC | History | Reduced | 9,907 | 3,321 | 1.18% | 1.33% | 1471 | -685 | -6.47% | Q4 2025 | Feb 06, 2026 |
| One Wealth Management Investment & Advisory Services, LLC | History | Added to | 9,895 | 3,317 | 3.62% | 3.54% | 1473 | +604 | 6.5% | Q4 2025 | Jan 14, 2026 |
| Fortis Advisors, LLC | History | Added to | 9,895 | 3,317 | 1.8% | 1.73% | 1472 | +496 | 5.28% | Q4 2025 | Feb 10, 2026 |
| EAGLE ROCK INVESTMENT COMPANY, LLC | History | Reduced | 9,879 | 3,312 | 0.47% | 0.48% | 1474 | -31 | -0.31% | Q4 2025 | Jan 14, 2026 |
| Clarendon Private LLC | History | Added to | 9,877 | 3,311 | 2.81% | 2.93% | 1475 | +18 | 0.18% | Q4 2025 | Feb 05, 2026 |
| Marotta Asset Management | History | Reduced | 9,828 | 3,295 | 0.61% | 0.64% | 1476 | -458 | -4.45% | Q4 2025 | Jan 07, 2026 |
| TopTier Wealth Management, LLC | History | New | 9,818 | 3,291 | 2.23% | — | 1477 | +9,818 | New | Q4 2025 | Feb 12, 2026 |
| Caitlin John, LLC | History | Reduced | 9,808 | 3,288 | 2.15% | 2.24% | 1478 | -22 | -0.22% | Q4 2025 | Feb 18, 2026 |
| Ledyard National Bank | History | Reduced | 9,800 | 3,285 | 0.28% | 0.31% | 1479 | -744 | -7.06% | Q4 2025 | Jan 21, 2026 |
| Allianz Asset Management GmbH | History | No change | 9,780 | 3,278 | 0.0% | 0.0% | 1480 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Gradient Investments LLC | History | Added to | 9,772 | 3,276 | 0.05% | 0.05% | 1481 | +137 | 1.42% | Q4 2025 | Jan 08, 2026 |
| INVESTMENT ADVISORY SERVICES INC /TX /ADV | History | Added to | 9,770 | 3,275 | 1.02% | 0.99% | 1482 | +240 | 2.52% | Q4 2025 | Jan 22, 2026 |
| Financial Symmetry Inc | History | Added to | 9,771 | 3,275 | 1.34% | 1.43% | 1483 | +26 | 0.27% | Q4 2025 | Jan 28, 2026 |
| Tower Wealth Partners, Inc. | History | Reduced | 9,748 | 3,268 | 1.8% | 1.76% | 1484 | -19 | -0.19% | Q4 2025 | Jan 16, 2026 |
| Strategic Financial Partners, Ltd. | History | Reduced | 9,702 | 3,252 | 1.41% | 1.51% | 1485 | -372 | -3.69% | Q4 2025 | Feb 11, 2026 |
| Meredith Wealth Planning | History | Reduced | 9,696 | 3,250 | 0.97% | 1.01% | 1486 | -28 | -0.29% | Q4 2025 | Jan 16, 2026 |
| Fairman Group, LLC | History | Added to | 9,689 | 3,248 | 2.6% | 2.45% | 1487 | +426 | 4.6% | Q4 2025 | Feb 13, 2026 |
| Stone Summit Wealth LLC | History | Reduced | 9,644 | 3,233 | 0.88% | 2.09% | 1488 | -12,827 | -57.08% | Q4 2025 | Jan 27, 2026 |
| Visionary Wealth Advisors | History | Reduced | 9,638 | 3,231 | 0.15% | 0.15% | 1489 | -213 | -2.16% | Q4 2025 | Feb 13, 2026 |
| Aspire Growth Partners LLC | History | Reduced | 9,610 | 3,222 | 2.24% | 2.46% | 1490 | -658 | -6.41% | Q4 2025 | Feb 05, 2026 |
| ADVISORS MANAGEMENT GROUP INC /ADV | History | Reduced | 9,586 | 3,214 | 0.58% | 0.56% | 1491 | -162 | -1.66% | Q4 2025 | Jan 14, 2026 |
| OLD MISSION CAPITAL LLC | History | Reduced | 140,911 | 3,210 | 0.07% | 0.21% | 1492 | -32,708 | -18.84% | Q4 2025 | Feb 17, 2026 |
| Kaufman Rossin Wealth, LLC | History | Reduced | 9,564 | 3,206 | 1.67% | 1.74% | 1493 | -109 | -1.13% | Q4 2025 | Jan 14, 2026 |
| Luminist Capital LLC | History | Reduced | 9,543 | 3,199 | 3.94% | 3.0% | 1495 | -1,015 | -9.61% | Q4 2025 | Feb 13, 2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | History | Added to | 9,542 | 3,199 | 0.4% | 0.42% | 1494 | +1 | 0.01% | Q4 2025 | Jan 14, 2026 |
| Cornerstone Financial Group, LLC /NE/ | History | Reduced | 9,485 | 3,179 | 2.22% | 2.48% | 1496 | -282 | -2.89% | Q4 2025 | Feb 11, 2026 |
| RM Financial Services, LLC | History | New | 9,435 | 3,163 | 2.81% | — | 1498 | +9,435 | New | Q4 2025 | Feb 11, 2026 |
| TriaGen Wealth Management LLC | History | Reduced | 9,435 | 3,163 | 0.82% | 0.81% | 1497 | -41 | -0.43% | Q4 2025 | Jan 27, 2026 |
| Pinion Investment Advisors, LLC | History | Reduced | 9,433 | 3,162 | 0.77% | 0.86% | 1499 | -2 | -0.02% | Q4 2025 | Jan 29, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 9,242 | 3,159 | 0.15% | 0.17% | 1500 | -335 | -3.5% | Q4 2025 | Jan 21, 2026 |
| VestGen Investment Management | History | Added to | 9,399 | 3,151 | 1.75% | 0.93% | 1501 | +4,667 | 98.63% | Q4 2025 | Feb 18, 2026 |
| S&T BANK/PA | History | No change | 9,397 | 3,150 | 1.0% | 0.87% | 1502 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 9,395 | 3,149 | 0.1% | 0.1% | 1503 | +137 | 1.48% | Q4 2025 | Jan 12, 2026 |
| Independence Financial Advisors, LLC | History | Added to | 9,378 | 3,144 | 0.86% | 0.93% | 1504 | +52 | 0.56% | Q4 2025 | Jan 15, 2026 |
| Covestor Ltd | History | Added to | 9,356 | 3,137 | 1.64% | 1.67% | 1505 | +131 | 1.42% | Q4 2025 | Feb 06, 2026 |
| Sound Stewardship, LLC | History | Reduced | 9,354 | 3,136 | 1.5% | 1.49% | 1506 | -101 | -1.07% | Q4 2025 | Jan 30, 2026 |
| Sulzberger Capital Advisors, Inc. | History | Reduced | 9,299 | 3,117 | 3.15% | 3.76% | 1507 | -981 | -9.54% | Q4 2025 | Jan 07, 2026 |
| Investment Advisory Services Group LLC | History | New | 9,294 | 3,115 | 2.76% | — | 1509 | +9,294 | New | Q4 2025 | Feb 04, 2026 |
| Frankly Finances, LLC | History | New | 9,293 | 3,115 | 2.7% | — | 1508 | +9,293 | New | Q4 2025 | Jan 26, 2026 |
| ATLas Financial Planning LLC | History | New | 9,254 | 3,102 | 3.04% | — | 1512 | +9,254 | New | Q4 2025 | Feb 17, 2026 |
| Johnson Bixby & Associates, LLC | History | Reduced | 9,254 | 3,102 | 0.38% | 0.4% | 1510 | -203 | -2.15% | Q4 2025 | Jan 14, 2026 |
| BOS Asset Management, LLC | History | Reduced | 9,255 | 3,102 | 0.83% | 0.86% | 1511 | -91 | -0.97% | Q4 2025 | Jan 09, 2026 |
| Clarus Wealth Advisors | History | Added to | 9,053 | 3,099 | 1.28% | 1.24% | 1513 | +543 | 6.38% | Q4 2025 | Jan 14, 2026 |
| Werba Rubin Papier Wealth Management | History | Reduced | 9,238 | 3,097 | 0.84% | 0.49% | 1514 | -2 | -0.02% | Q4 2025 | Jan 27, 2026 |
| Manchester Capital Management LLC | History | Reduced | 9,226 | 3,093 | 0.42% | 0.42% | 1515 | -249 | -2.63% | Q4 2025 | Feb 11, 2026 |
| SAGE FINANCIAL GROUP INC | History | Reduced | 9,219 | 3,090 | 0.2% | 0.28% | 1516 | -3,529 | -27.68% | Q4 2025 | Jan 27, 2026 |
| Burns Matteson Capital Management, LLC | History | Reduced | 9,216 | 3,089 | 1.08% | 1.2% | 1517 | -37 | -0.4% | Q4 2025 | Jan 15, 2026 |
| Centurion Wealth Management LLC | History | Added to | 9,185 | 3,079 | 0.67% | 0.64% | 1518 | +635 | 7.43% | Q4 2025 | Jan 14, 2026 |
| Crusonia Wealth Advisors LLC | History | New | 9,168 | 3,073 | 0.68% | — | 1519 | +9,168 | New | Q4 2025 | Feb 18, 2026 |
| Falcon Wealth Planning | History | Reduced | 9,152 | 3,068 | 0.26% | 0.28% | 1520 | -343 | -3.61% | Q4 2025 | Feb 03, 2026 |
| Fee-Only Financial Planning, L.C. | History | Added to | 9,151 | 3,068 | 1.79% | 1.74% | 1521 | +35 | 0.38% | Q4 2025 | Jan 26, 2026 |
| Paladin Advisory Group, LLC | History | Reduced | 9,148 | 3,067 | 2.24% | 2.34% | 1522 | -13 | -0.14% | Q4 2025 | Jan 21, 2026 |
| FIRST NATIONAL TRUST CO | History | Added to | 9,112 | 3,054 | 0.1% | 0.09% | 1523 | +967 | 11.87% | Q4 2025 | Feb 09, 2026 |
| Rialto Wealth Management, LLC | History | Reduced | 9,097 | 3,050 | 0.73% | 0.83% | 1524 | -766 | -7.77% | Q4 2025 | Jan 12, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | Reduced | 9,079 | 3,044 | 1.0% | 1.0% | 1525 | -14 | -0.15% | Q4 2025 | Jan 27, 2026 |
| Adirondack Capital Advisors, LLC | History | New | 9,066 | 3,039 | 2.04% | — | 1526 | +9,066 | New | Q4 2025 | Feb 03, 2026 |
| J. L. Bainbridge & Co., Inc. | History | Reduced | 9,050 | 3,034 | 0.24% | 0.26% | 1527 | -419 | -4.42% | Q4 2025 | Jan 14, 2026 |
| FULTON BREAKEFIELD BROENNIMAN LLC | History | Added to | 9,043 | 3,031 | 0.19% | 0.19% | 1528 | +110 | 1.23% | Q4 2025 | Jan 21, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Reduced | 9,024 | 3,025 | 0.34% | 0.38% | 1530 | -551 | -5.75% | Q4 2025 | Jan 09, 2026 |
| Jordan Park Group LLC | History | No change | 9,025 | 3,025 | 0.18% | 0.17% | 1529 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| CONTINENTAL INVESTORS SERVICES, INC. | History | Reduced | 8,879 | 3,023 | 3.9% | 4.46% | 1531 | -300 | -3.27% | Q4 2025 | Feb 23, 2026 |
| May Barnhard Investments LLC | History | Reduced | 9,018 | 3,023 | 1.43% | 1.39% | 1532 | -98 | -1.08% | Q4 2025 | Jan 28, 2026 |
| Members Trust Co | History | Reduced | 9,010 | 3,020 | 0.1% | 0.11% | 1533 | -1,052 | -10.46% | Q4 2025 | Jan 15, 2026 |
| Global Assets Advisory, LLC | History | Added to | 8,940 | 2,997 | 0.86% | 0.74% | 1534 | +1,321 | 17.34% | Q4 2025 | Feb 09, 2026 |
| Timmons Wealth Management, LLC | History | New | 8,937 | 2,996 | 2.95% | — | 1535 | +8,937 | New | Q4 2025 | Feb 12, 2026 |
| SkyOak Wealth, LLC | History | Added to | 8,927 | 2,992 | 0.54% | 0.55% | 1536 | +65 | 0.73% | Q4 2025 | Feb 05, 2026 |
| UPTICK PARTNERS, LLC | History | Reduced | 8,911 | 2,987 | 0.64% | 0.77% | 1537 | -16 | -0.18% | Q4 2025 | Feb 02, 2026 |
| Tempus Wealth Planning, LLC | History | Reduced | 8,868 | 2,973 | 0.68% | 0.67% | 1538 | -58 | -0.65% | Q4 2025 | Jan 16, 2026 |
| Quotient Wealth Partners, LLC | History | Added to | 8,857 | 2,969 | 0.08% | 0.07% | 1539 | +642 | 7.81% | Q4 2025 | Jan 22, 2026 |
| Centric Wealth Management | History | Added to | 8,623 | 2,953 | 0.62% | 0.36% | 1540 | +3,741 | 76.63% | Q4 2025 | Feb 04, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Reduced | 8,783 | 2,944 | 0.66% | 0.71% | 1541 | -78 | -0.88% | Q4 2025 | Jan 09, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 8,767 | 2,939 | 0.57% | 0.56% | 1542 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Trifecta Capital Advisors, LLC | History | Reduced | 8,763 | 2,937 | 0.43% | 0.46% | 1543 | -445 | -4.83% | Q4 2025 | Jan 30, 2026 |
| TRITONPOINT WEALTH, LLC | History | Reduced | 8,756 | 2,935 | 0.3% | 0.46% | 1544 | -7,585 | -46.42% | Q4 2025 | Jan 20, 2026 |
| DiPaolo Financial Group, Inc. | History | New | 8,753 | 2,934 | 3.12% | — | 1546 | +8,753 | New | Q4 2025 | Feb 24, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 8,752 | 2,934 | 0.04% | 0.03% | 1545 | +2,541 | 40.91% | Q4 2025 | Feb 09, 2026 |
| Daviman Financial, LLC | History | New | 8,746 | 2,932 | 1.72% | — | 1547 | +8,746 | New | Q4 2025 | Feb 06, 2026 |
| Strategic Financial Services, Inc. | History | Added to | 8,598 | 2,931 | 0.14% | 0.14% | 1548 | +232 | 2.77% | Q4 2025 | Feb 09, 2026 |
| ICONIQ Capital, LLC | History | Added to | 8,741 | 2,930 | 0.04% | 0.04% | 1549 | +19 | 0.22% | Q4 2025 | Feb 13, 2026 |
| Tillman Hartley LLC | History | No change | 26,806 | 2,926 | 0.73% | 0.75% | 1550 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| McGlone Suttner Wealth Management, Inc. | History | Added to | 8,723 | 2,924 | 0.39% | 0.36% | 1551 | +873 | 11.12% | Q4 2025 | Jan 15, 2026 |
| Henson-Edgewater Management, LLC | History | New | 8,708 | 2,919 | 1.72% | — | 1552 | +8,708 | New | Q4 2025 | Mar 31, 2026 |
| SwitchPoint Financial Planning, LLC | History | Reduced | 8,683 | 2,911 | 2.04% | 2.46% | 1553 | -1,673 | -16.15% | Q4 2025 | Feb 17, 2026 |
| WPWealth LLP | History | Reduced | 8,675 | 2,908 | 0.46% | 0.48% | 1554 | -361 | -4.0% | Q4 2025 | Feb 13, 2026 |
| Kovitz Investment Group Partners, LLC | History | Reduced | 8,660 | 2,903 | 0.06% | 1.13% | 1555 | -877,750 | -99.02% | Q4 2025 | Feb 20, 2026 |
| Stirlingshire Investments, Inc. | History | New | 8,659 | 2,903 | 2.58% | — | 1556 | +8,659 | New | Q4 2025 | Feb 11, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | Reduced | 8,647 | 2,899 | 0.24% | 0.25% | 1557 | -150 | -1.71% | Q4 2025 | Feb 03, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 8,645 | 2,898 | 1.04% | 1.03% | 1558 | +2 | 0.02% | Q4 2025 | Jan 22, 2026 |
| Simmons Bank | History | Added to | 8,629 | 2,893 | 0.19% | 0.18% | 1559 | +441 | 5.39% | Q4 2025 | Feb 05, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 8,628 | 2,892 | 0.39% | — | 1560 | +8,628 | New | Q4 2025 | Feb 09, 2026 |
| KENNICOTT CAPITAL MANAGEMENT LLC | History | Reduced | 8,610 | 2,886 | 1.4% | 1.54% | 1561 | -1,120 | -11.51% | Q4 2025 | Feb 13, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 8,591 | 2,880 | 0.22% | 0.23% | 1562 | -321 | -3.6% | Q4 2025 | Feb 13, 2026 |
| KAVAR CAPITAL PARTNERS GROUP, LLC | History | Added to | 8,568 | 2,872 | 0.4% | 0.37% | 1563 | +31 | 0.36% | Q4 2025 | Jan 20, 2026 |
| Brio Consultants, LLC | History | Reduced | 8,538 | 2,862 | 0.37% | 0.39% | 1565 | -160 | -1.84% | Q4 2025 | Feb 04, 2026 |
| FIDUCIARY COUNSELLING INC | History | No change | 8,538 | 2,862 | 7.6% | 7.47% | 1564 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| BRIDGES INVESTMENT MANAGEMENT INC | History | Added to | 8,499 | 2,849 | 0.04% | 0.02% | 1566 | +3,135 | 58.45% | Q4 2025 | Feb 10, 2026 |
| Accurate Wealth Management, LLC | History | Reduced | 8,330 | 2,849 | 0.36% | 0.36% | 1567 | -15 | -0.18% | Q4 2025 | Jan 14, 2026 |
| RESOLUTE CAPITAL, LLC | History | New | 8,497 | 2,848 | 1.19% | — | 1568 | +8,497 | New | Q4 2025 | Feb 10, 2026 |
| Avestar Capital, LLC | History | Reduced | 8,487 | 2,845 | 0.18% | 0.19% | 1570 | -250 | -2.86% | Q4 2025 | Feb 10, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Reduced | 8,486 | 2,845 | 0.07% | 0.07% | 1569 | -229 | -2.63% | Q4 2025 | Feb 03, 2026 |
| Greenfield Savings Bank | History | Reduced | 8,433 | 2,827 | 1.19% | 1.18% | 1571 | -68 | -0.8% | Q4 2025 | Feb 02, 2026 |
| Private Wealth Partners, LLC | History | Reduced | 8,430 | 2,826 | 0.2% | 0.34% | 1572 | -5,920 | -41.25% | Q4 2025 | Jan 27, 2026 |
| EagleClaw Capital Managment, LLC | History | Reduced | 8,432 | 2,826 | 0.41% | 0.41% | 1573 | -500 | -5.6% | Q4 2025 | Feb 10, 2026 |
| Eldridge Investment Advisors, Inc. | History | Added to | 8,405 | 2,818 | 0.62% | 0.62% | 1574 | +47 | 0.56% | Q4 2025 | Feb 11, 2026 |
| TFO Wealth Partners, LLC | History | Added to | 8,398 | 2,815 | 0.42% | 0.45% | 1575 | +10 | 0.12% | Q4 2025 | Feb 05, 2026 |
| SFMG, LLC | History | Added to | 8,379 | 2,809 | 0.19% | 0.19% | 1576 | +187 | 2.28% | Q4 2025 | Feb 10, 2026 |
| McAdam, LLC | History | Reduced | 8,362 | 2,803 | 0.13% | 0.14% | 1577 | -115 | -1.36% | Q4 2025 | Feb 13, 2026 |
| Hegarty Advisors, LLC | History | New | 8,357 | 2,801 | 2.43% | — | 1578 | +8,357 | New | Q4 2025 | Jan 29, 2026 |
| Alpha Omega Wealth Management LLC | History | Reduced | 8,347 | 2,798 | 0.46% | 0.46% | 1579 | -41 | -0.49% | Q4 2025 | Jan 22, 2026 |
| Innova Wealth Partners | History | Added to | 8,331 | 2,792 | 1.41% | 1.38% | 1580 | +554 | 7.12% | Q4 2025 | Jan 07, 2026 |
| CNB Bank | History | No change | 8,307 | 2,785 | 1.14% | 1.14% | 1581 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Alpha Cubed Investments, LLC | History | Added to | 8,305 | 2,784 | 0.1% | 0.09% | 1582 | +332 | 4.16% | Q4 2025 | Feb 03, 2026 |
| CMG Global Holdings, LLC | History | Added to | 8,220 | 2,780 | 1.23% | 1.3% | 1583 | +131 | 1.62% | Q4 2025 | Feb 05, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | History | Added to | 8,285 | 2,777 | 0.43% | 0.05% | 1584 | +7,402 | 838.28% | Q4 2025 | Feb 03, 2026 |
| Ketron Financial | History | New | 8,280 | 2,775 | 0.92% | — | 1585 | +8,280 | New | Q4 2025 | Feb 24, 2026 |
| Sprinkle Financial Consultants LLC | History | No change | 8,268 | 2,772 | 1.41% | 1.51% | 1586 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Fourth Dimension Wealth, LLC | History | Reduced | 8,266 | 2,771 | 1.01% | 1.05% | 1587 | -122 | -1.45% | Q4 2025 | Feb 04, 2026 |
| Foster Victor Wealth Advisors, LLC | History | Reduced | 8,104 | 2,770 | 0.16% | 0.17% | 1588 | -403 | -4.74% | Q4 2025 | Jan 26, 2026 |
| Financial Insights, Inc. | History | Added to | 8,252 | 2,766 | 0.93% | 0.81% | 1589 | +772 | 10.32% | Q4 2025 | Mar 31, 2026 |
| Tacita Capital Inc | History | No change | 8,204 | 2,750 | 1.59% | 1.63% | 1590 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Added to | 8,200 | 2,749 | 0.0% | 0.0% | 1591 | +700 | 9.33% | Q4 2025 | Jan 23, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 8,186 | 2,744 | 0.16% | 0.2% | 1592 | -2,136 | -20.69% | Q4 2025 | Jan 30, 2026 |
| ADIRONDACK TRUST CO | History | Added to | 8,164 | 2,737 | 0.9% | 0.88% | 1593 | +130 | 1.62% | Q4 2025 | Jan 08, 2026 |
| OMNI 360 Wealth, Inc. | History | Added to | 7,996 | 2,726 | 1.4% | 1.21% | 1595 | +1,418 | 21.56% | Q4 2025 | Jan 29, 2026 |
| Dash Acquisitions Inc. | History | Reduced | 8,061 | 2,726 | 0.57% | 0.54% | 1594 | -63 | -0.78% | Q4 2025 | Feb 05, 2026 |
| MONTAG A & ASSOCIATES INC | History | Added to | 8,107 | 2,718 | 0.12% | 0.12% | 1596 | +261 | 3.33% | Q4 2025 | Feb 02, 2026 |
| Northeast Financial Group, Inc. | History | Reduced | 8,088 | 2,711 | 0.61% | 0.67% | 1597 | -152 | -1.84% | Q4 2025 | Feb 17, 2026 |
| PARAGON CAPITAL MANAGEMENT INC | History | Added to | 8,082 | 2,709 | 2.1% | 1.06% | 1598 | +3,750 | 86.57% | Q4 2025 | Jan 23, 2026 |
| OPAL CAPITAL LLC | History | New | 7,904 | 2,708 | 0.68% | — | 1600 | +7,904 | New | Q4 2025 | Feb 17, 2026 |
| Yoffe Investment Management, LLC | History | No change | 8,078 | 2,708 | 3.46% | 3.45% | 1599 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Running Point Capital Advisors, LLC | History | Added to | 8,075 | 2,707 | 0.74% | 0.71% | 1601 | +11 | 0.14% | Q4 2025 | Feb 17, 2026 |
| Ballast Rock Private Wealth LLC | History | New | 8,048 | 2,698 | 1.69% | — | 1602 | +8,048 | New | Q4 2025 | Feb 04, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Added to | 8,034 | 2,693 | 0.29% | 0.27% | 1603 | +729 | 9.98% | Q4 2025 | Feb 18, 2026 |
| SeaBridge Investment Advisors LLC | History | Reduced | 8,024 | 2,690 | 0.44% | 0.44% | 1605 | -215 | -2.61% | Q4 2025 | Jan 26, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | Reduced | 8,024 | 2,690 | 0.51% | 0.37% | 1604 | -121 | -1.49% | Q4 2025 | Feb 02, 2026 |
| Comprehensive Money Management Services LLC | History | Added to | 8,026 | 2,690 | 1.85% | 1.86% | 1606 | +17 | 0.21% | Q4 2025 | Jan 22, 2026 |
| 71 West Capital Partners | History | New | 8,011 | 2,685 | 0.12% | — | 1607 | +8,011 | New | Q4 2025 | Feb 17, 2026 |
| Integrity Wealth Solutions LLC | History | Added to | 8,003 | 2,683 | 1.06% | 1.1% | 1608 | +513 | 6.85% | Q4 2025 | Feb 02, 2026 |
| L. Roy Papp & Associates, LLP | History | Added to | 7,994 | 2,680 | 0.3% | 0.29% | 1609 | +17 | 0.21% | Q4 2025 | Jan 28, 2026 |
| Wealth Management Strategies, Inc. | History | Added to | 7,992 | 2,679 | 1.23% | 1.29% | 1610 | +83 | 1.05% | Q4 2025 | Feb 17, 2026 |
| Center for Financial Planning, Inc. | History | Added to | 7,965 | 2,670 | 0.28% | 0.27% | 1611 | +287 | 3.74% | Q4 2025 | Feb 05, 2026 |
| Nikulski Financial, Inc. | History | Reduced | 7,928 | 2,658 | 0.64% | 0.92% | 1612 | -3,172 | -28.58% | Q4 2025 | Jan 15, 2026 |
| Orca Investment Management, LLC | History | Reduced | 7,924 | 2,656 | 2.09% | 2.15% | 1613 | -66 | -0.83% | Q4 2025 | Jan 20, 2026 |
| Monument Capital Management | History | Added to | 7,924 | 2,656 | 0.66% | 0.65% | 1614 | +2 | 0.03% | Q4 2025 | Jan 26, 2026 |
| COMPASS CAPITAL CORP /MA/ /ADV | History | Reduced | 7,753 | 2,650 | 1.02% | 1.7% | 1615 | -3,890 | -33.41% | Q4 2025 | Feb 12, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 7,901 | 2,648 | 0.1% | 0.09% | 1616 | +272 | 3.57% | Q4 2025 | Feb 02, 2026 |
| 49 WEALTH MANAGEMENT, LLC | History | Added to | 7,868 | 2,638 | 0.21% | 0.09% | 1617 | +4,825 | 158.56% | Q4 2025 | Feb 04, 2026 |
| UNIQUE WEALTH, LLC | History | Added to | 7,848 | 2,631 | 0.37% | 0.26% | 1618 | +2,499 | 46.72% | Q4 2025 | Jan 06, 2026 |
| Solstein Capital, LLC | History | Added to | 7,846 | 2,630 | 1.05% | 0.06% | 1619 | +7,065 | 904.61% | Q4 2025 | Feb 13, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Added to | 7,844 | 2,629 | 0.08% | 0.07% | 1620 | +831 | 11.85% | Q4 2025 | Jan 30, 2026 |
| NCM Capital Management, LLC | History | Reduced | 7,830 | 2,625 | 0.97% | 1.0% | 1621 | -10 | -0.13% | Q4 2025 | Mar 02, 2026 |
| Bull Street Advisors, LLC | History | Added to | 7,796 | 2,614 | 1.22% | 1.18% | 1622 | +108 | 1.4% | Q4 2025 | Jan 28, 2026 |
| G2 CAPITAL MANAGEMENT, LLC / OH | History | No change | 7,795 | 2,613 | 0.63% | 0.65% | 1623 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Wealth Group Ltd | History | Added to | 7,773 | 2,606 | 0.58% | 0.57% | 1624 | +293 | 3.92% | Q4 2025 | Jan 12, 2026 |
| Lee-Kelleher Wealth Management | History | Reduced | 7,766 | 2,603 | 1.55% | 1.9% | 1625 | -1,620 | -17.26% | Q4 2025 | Jan 14, 2026 |
| Madison Wealth Partners, Inc | History | Reduced | 7,764 | 2,602 | 0.47% | 0.6% | 1626 | -1,421 | -15.47% | Q4 2025 | Feb 10, 2026 |
| Austin Wealth Management, LLC | History | Reduced | 7,647 | 2,600 | 0.38% | 0.4% | 1627 | -26 | -0.34% | Q4 2025 | Jan 26, 2026 |
| SFM, LLC | History | Reduced | 7,737 | 2,593 | 1.52% | 1.54% | 1628 | -324 | -4.02% | Q4 2025 | Jan 23, 2026 |
| Xena Financial Planning, LLC | History | New | 7,716 | 2,586 | 3.04% | — | 1629 | +7,716 | New | Q4 2025 | Jan 15, 2026 |
| Holland Advisory Services, Inc. | History | Reduced | 7,713 | 2,585 | 3.49% | 3.51% | 1630 | -68 | -0.87% | Q4 2025 | Jan 12, 2026 |
| New World Advisors LLC | History | Added to | 7,697 | 2,580 | 0.44% | 0.46% | 1631 | +96 | 1.26% | Q4 2025 | Feb 06, 2026 |
| LifeGoal Investments, LLC | History | Reduced | 7,682 | 2,575 | 1.72% | 2.11% | 1632 | -73 | -0.94% | Q4 2025 | Jan 15, 2026 |
| Nabity-Jensen Investment Management Inc | History | Reduced | 7,672 | 2,572 | 1.74% | 1.79% | 1634 | -194 | -2.47% | Q4 2025 | Jan 26, 2026 |
| WATERSHED PRIVATE WEALTH LLC | History | Added to | 7,672 | 2,572 | 0.77% | 0.79% | 1633 | +13 | 0.17% | Q4 2025 | Jan 23, 2026 |
| Empire Financial Management Company, LLC | History | Reduced | 7,667 | 2,570 | 0.56% | 0.62% | 1636 | -526 | -6.42% | Q4 2025 | Feb 12, 2026 |
| Trinity Wealth Management, LLC | History | Added to | 7,667 | 2,570 | 0.95% | 0.91% | 1635 | +256 | 3.45% | Q4 2025 | Jan 15, 2026 |
| FinDec Wealth Services, Inc. | History | Reduced | 7,665 | 2,569 | 2.76% | 2.76% | 1637 | -453 | -5.58% | Q4 2025 | Feb 09, 2026 |
| GatePass Capital, LLC | History | Added to | 7,659 | 2,567 | 1.32% | 1.15% | 1638 | +1,559 | 25.56% | Q4 2025 | Feb 09, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Added to | 7,644 | 2,562 | 0.72% | 0.56% | 1639 | +1,276 | 20.04% | Q4 2025 | Jan 15, 2026 |
| Baldwin Investment Management, LLC | History | Added to | 7,637 | 2,560 | 0.29% | 0.28% | 1640 | +164 | 2.19% | Q4 2025 | Feb 13, 2026 |
| Oxbow Advisors, LLC | History | No change | 7,630 | 2,558 | 0.23% | 0.23% | 1641 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Total Clarity Wealth Management, Inc. | History | Reduced | 7,616 | 2,553 | 0.62% | 0.69% | 1642 | -346 | -4.35% | Q4 2025 | Feb 02, 2026 |
| Clearstead Trust, LLC | History | No change | 7,608 | 2,550 | 0.4% | 0.43% | 1643 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Cornerstone Capital, Inc. | History | Added to | 7,588 | 2,544 | 0.25% | 0.21% | 1644 | +1,187 | 18.54% | Q4 2025 | Feb 12, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 7,576 | 2,539 | 0.18% | 0.18% | 1645 | +63 | 0.84% | Q4 2025 | Feb 11, 2026 |
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC | History | Added to | 7,568 | 2,537 | 2.28% | 2.19% | 1646 | +360 | 4.99% | Q4 2025 | Jan 23, 2026 |
| CURA WEALTH ADVISORS, LLC | History | Added to | 7,560 | 2,534 | 0.96% | 0.88% | 1648 | +541 | 7.71% | Q4 2025 | Jan 23, 2026 |
| INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | History | Reduced | 7,559 | 2,534 | 1.05% | 1.06% | 1647 | -11 | -0.15% | Q4 2025 | Feb 04, 2026 |
| Main Street Group, LTD | History | Added to | 7,503 | 2,515 | 0.87% | 0.59% | 1649 | +1,350 | 21.94% | Q4 2025 | Jan 26, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | Reduced | 7,498 | 2,513 | 0.18% | 0.17% | 1650 | -5 | -0.07% | Q4 2025 | Jan 14, 2026 |
| Five Oceans Advisors | History | Reduced | 7,495 | 2,512 | 0.89% | 0.91% | 1651 | -29 | -0.39% | Q4 2025 | Jan 16, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 7,485 | 2,509 | 0.06% | 0.0% | 1652 | +7,468 | 43929.41% | Q4 2025 | Feb 17, 2026 |
| JIM SAULNIER & ASSOCIATES, LLC | History | Reduced | 7,473 | 2,505 | 1.3% | 1.56% | 1653 | -1,050 | -12.32% | Q4 2025 | Jan 29, 2026 |
| Kropog Financial Group, LLC | History | Added to | 7,472 | 2,505 | 1.94% | 2.0% | 1654 | +19 | 0.25% | Q4 2025 | Feb 05, 2026 |
| FEDERATED HERMES, INC. | History | No change | 7,470 | 2,504 | 0.0% | 0.0% | 1655 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Private Advisory Group LLC | History | Added to | 7,448 | 2,497 | 0.2% | 0.19% | 1656 | +325 | 4.56% | Q4 2025 | Jan 15, 2026 |
| Winch Advisory Services, LLC | History | Reduced | 7,445 | 2,496 | 0.55% | 0.77% | 1657 | -2,930 | -28.24% | Q4 2025 | Feb 03, 2026 |
| Financial Plan, Inc. | History | New | 7,428 | 2,490 | 0.29% | — | 1658 | +7,428 | New | Q4 2025 | Jan 28, 2026 |
| Plum Street Advisors, LLC | History | No change | 7,420 | 2,487 | 0.89% | 0.94% | 1659 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Pasadena Private Wealth, LLC | History | Added to | 7,409 | 2,483 | 0.34% | 0.33% | 1660 | +379 | 5.39% | Q4 2025 | Feb 10, 2026 |
| Milestone Asset Management Group, LLC | History | Added to | 7,401 | 2,481 | 1.4% | 1.36% | 1661 | +820 | 12.46% | Q4 2025 | Feb 03, 2026 |
| BANK OF STOCKTON | History | Reduced | 7,376 | 2,472 | 0.71% | 0.78% | 1662 | -951 | -11.42% | Q4 2025 | Jan 21, 2026 |
| KFA Private Wealth Group, LLC | History | Added to | 7,364 | 2,469 | 0.6% | 0.61% | 1663 | +815 | 12.44% | Q4 2025 | Jan 07, 2026 |
| Valtinson Bruner Financial Planning LLC | History | Added to | 7,363 | 2,468 | 0.71% | 0.71% | 1664 | +19 | 0.26% | Q4 2025 | Feb 09, 2026 |
| Bath Savings Trust Co | History | Added to | 7,352 | 2,464 | 0.25% | 0.22% | 1665 | +460 | 6.67% | Q4 2025 | Jan 12, 2026 |
| DELTA FINANCIAL ADVISORS LLC | History | Added to | 7,327 | 2,456 | 0.64% | 0.23% | 1666 | +4,845 | 195.21% | Q4 2025 | Feb 06, 2026 |
| FIDUCIARY ADVISORS, INC. | History | Reduced | 7,322 | 2,455 | 1.87% | 1.96% | 1668 | -64 | -0.87% | Q4 2025 | Jan 27, 2026 |
| NORTHEAST PLANNING ASSOCIATES, INC. / NH / | History | No change | 7,325 | 2,455 | 1.73% | 2.04% | 1667 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Eaton Financial Holdings Company, LLC | History | Added to | 7,319 | 2,453 | 0.66% | 0.63% | 1669 | +474 | 6.92% | Q4 2025 | Feb 09, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | Added to | 7,309 | 2,450 | 0.18% | 0.08% | 1670 | +4,355 | 147.43% | Q4 2025 | Feb 09, 2026 |
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | History | Reduced | 7,302 | 2,448 | 0.18% | 0.19% | 1671 | -530 | -6.77% | Q4 2025 | Jan 12, 2026 |
| XML Financial, LLC | History | Added to | 7,284 | 2,441 | 0.2% | 0.16% | 1672 | +1,433 | 24.49% | Q4 2025 | Feb 11, 2026 |
| Encompass More Asset Management | History | Reduced | 7,263 | 2,434 | 0.45% | 0.85% | 1675 | -6,326 | -46.55% | Q4 2025 | Feb 03, 2026 |
| Octavia Wealth Advisors, LLC | History | Reduced | 7,261 | 2,434 | 0.23% | 0.31% | 1673 | -2,241 | -23.58% | Q4 2025 | Jan 23, 2026 |
| HFG Advisors, Inc. | History | Added to | 7,261 | 2,434 | 1.76% | 1.76% | 1674 | +8 | 0.11% | Q4 2025 | Feb 13, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Added to | 7,257 | 2,433 | 0.15% | 0.14% | 1676 | +1,239 | 20.59% | Q4 2025 | Feb 11, 2026 |
| TritonPoint Partners, LLC | History | New | 7,254 | 2,431 | 1.3% | — | 1678 | +7,254 | New | Q4 2025 | Feb 13, 2026 |
| Gemmer Asset Management LLC | History | Added to | 7,251 | 2,431 | 0.19% | 0.19% | 1677 | +161 | 2.27% | Q4 2025 | Jan 23, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Reduced | 7,240 | 2,427 | 0.86% | 0.93% | 1679 | -592 | -7.56% | Q4 2025 | Jan 09, 2026 |
| Destination Wealth Management | History | Added to | 7,204 | 2,415 | 0.06% | 0.02% | 1680 | +4,732 | 191.42% | Q4 2025 | Feb 13, 2026 |
| Arbor Investment Advisors, LLC | History | Reduced | 7,202 | 2,414 | 0.32% | 0.3% | 1681 | -6 | -0.08% | Q4 2025 | Jan 23, 2026 |
| GENTRY PRIVATE WEALTH, LLC | History | No change | 7,191 | 2,410 | 1.52% | 1.64% | 1682 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 7,175 | 2,405 | 0.02% | 0.02% | 1683 | -157 | -2.14% | Q4 2025 | Feb 13, 2026 |
| Seed Wealth Management, Inc. | History | Reduced | 7,165 | 2,402 | 1.66% | 1.71% | 1684 | -400 | -5.29% | Q4 2025 | Jan 21, 2026 |
| HCR Wealth Advisors | History | Reduced | 7,162 | 2,401 | 0.24% | 0.26% | 1685 | -481 | -6.29% | Q4 2025 | Jan 27, 2026 |
| TOMPKINS FINANCIAL CORP | History | Reduced | 7,159 | 2,400 | 0.19% | 0.2% | 1686 | -79 | -1.09% | Q4 2025 | Jan 08, 2026 |
| Intellectus Partners, LLC | History | New | 7,154 | 2,398 | 0.46% | — | 1687 | +7,154 | New | Q4 2025 | Feb 10, 2026 |
| Curtis Advisory Group, LLC | History | Reduced | 7,137 | 2,392 | 0.5% | 0.55% | 1688 | -298 | -4.01% | Q4 2025 | Jan 23, 2026 |
| Collaborative Wealth Managment Inc. | History | Added to | 7,137 | 2,392 | 0.84% | 0.94% | 1689 | +67 | 0.95% | Q4 2025 | Feb 09, 2026 |
| Rossmore Private Capital | History | Added to | 7,124 | 2,388 | 0.21% | 0.24% | 1690 | +300 | 4.4% | Q4 2025 | Feb 05, 2026 |
| Tradewinds, LLC. | History | Reduced | 7,109 | 2,383 | 0.57% | 0.58% | 1691 | -113 | -1.56% | Q4 2025 | Feb 13, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Added to | 7,102 | 2,381 | 0.01% | 0.01% | 1692 | +228 | 3.32% | Q4 2025 | Feb 13, 2026 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | History | Added to | 7,104 | 2,381 | 0.85% | 0.8% | 1693 | +135 | 1.94% | Q4 2025 | Jan 16, 2026 |
| Secure Asset Management, LLC | History | Added to | 7,098 | 2,379 | 0.37% | 0.35% | 1694 | +643 | 9.96% | Q4 2025 | Jan 20, 2026 |
| Fermata Advisors, LLC | History | Added to | 7,092 | 2,377 | 0.57% | 0.52% | 1695 | +869 | 13.96% | Q4 2025 | Jan 08, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | Reduced | 7,088 | 2,376 | 0.26% | 0.32% | 1697 | -1,187 | -14.34% | Q4 2025 | Feb 13, 2026 |
| Beaumont Asset Management, L.L.C. | History | Added to | 7,088 | 2,376 | 1.19% | 1.17% | 1696 | +10 | 0.14% | Q4 2025 | Jan 21, 2026 |
| Aznar Financial Advisors, LLC | History | New | 7,078 | 2,373 | 2.28% | — | 1698 | +7,078 | New | Q4 2025 | Feb 19, 2026 |
| Heritage Family Offices, LLP | History | Added to | 7,061 | 2,367 | 1.08% | 0.13% | 1699 | +6,233 | 752.78% | Q4 2025 | Jan 12, 2026 |
| Intellus Advisors LLC | History | Reduced | 7,033 | 2,357 | 0.31% | 0.32% | 1701 | -22 | -0.31% | Q4 2025 | Feb 06, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | No change | 7,032 | 2,357 | 0.4% | 0.39% | 1700 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| GREENBERG FINANCIAL GROUP | History | New | 7,016 | 2,352 | 0.97% | — | 1702 | +7,016 | New | Q4 2025 | Jan 22, 2026 |
| FLC Capital Advisors | History | Reduced | 7,003 | 2,347 | 0.43% | 0.45% | 1703 | -146 | -2.04% | Q4 2025 | Feb 11, 2026 |
| Sepio Capital, LP | History | Added to | 6,994 | 2,344 | 0.13% | 0.12% | 1704 | +801 | 12.93% | Q4 2025 | Feb 12, 2026 |
| Sensible Money, LLC | History | Added to | 6,989 | 2,343 | 0.75% | 0.72% | 1707 | +499 | 7.69% | Q4 2025 | Feb 09, 2026 |
| LPWM LLC | History | Added to | 6,991 | 2,343 | 0.59% | 0.59% | 1706 | +204 | 3.01% | Q4 2025 | Jan 06, 2026 |
| Pacifica Partners Inc. | History | Reduced | 6,968 | 2,343 | 1.04% | 0.84% | 1705 | -151 | -2.12% | Q4 2025 | Jan 09, 2026 |
| S.E.E.D. Planning Group LLC | History | Reduced | 6,977 | 2,339 | 0.67% | 0.74% | 1708 | -811 | -10.41% | Q4 2025 | Jan 09, 2026 |
| Hobbs Group Advisors, LLC | History | Added to | 6,962 | 2,334 | 0.7% | 0.71% | 1709 | +4 | 0.06% | Q4 2025 | Jan 28, 2026 |
| OpenArc Corporate Advisory, LLC | History | New | 6,953 | 2,331 | 0.04% | — | 1711 | +6,953 | New | Q4 2025 | Feb 13, 2026 |
| Essex Bank | History | No change | 6,953 | 2,331 | 0.51% | 0.51% | 1710 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Sun Group Wealth Partners | History | New | 6,952 | 2,330 | 1.87% | — | 1712 | +6,952 | New | Q4 2025 | Feb 17, 2026 |
| HOWARD WEALTH MANAGEMENT, LLC | History | Reduced | 6,940 | 2,327 | 1.02% | 1.1% | 1713 | -339 | -4.66% | Q4 2025 | Jan 29, 2026 |
| Latitude Advisors, LLC | History | Reduced | 6,936 | 2,325 | 1.02% | 1.12% | 1714 | -572 | -7.62% | Q4 2025 | Jan 27, 2026 |
| MOSAIC FINANCIAL GROUP, LLC | History | Added to | 6,933 | 2,324 | 1.59% | 1.62% | 1715 | +7 | 0.1% | Q4 2025 | Feb 13, 2026 |
| ROFFMAN MILLER ASSOCIATES INC /PA/ | History | Added to | 6,927 | 2,322 | 0.13% | 0.13% | 1716 | +54 | 0.79% | Q4 2025 | Jan 22, 2026 |
| Fort Sheridan Advisors LLC | History | Added to | 6,924 | 2,321 | 0.29% | 0.27% | 1717 | +544 | 8.53% | Q4 2025 | Feb 10, 2026 |
| Whelan Financial | History | Reduced | 6,925 | 2,321 | 0.73% | 0.73% | 1718 | -59 | -0.84% | Q4 2025 | Feb 02, 2026 |
| RDA Financial Network | History | Reduced | 6,908 | 2,316 | 0.56% | 0.56% | 1719 | -48 | -0.69% | Q4 2025 | Jan 06, 2026 |
| Grandview Asset Management LLC | History | Added to | 6,895 | 2,311 | 0.63% | 0.51% | 1720 | +1,346 | 24.26% | Q4 2025 | Jan 26, 2026 |
| Arcadia Wealth Management, Inc. | History | Added to | 6,892 | 2,310 | 1.32% | 1.28% | 1721 | +474 | 7.39% | Q4 2025 | Feb 10, 2026 |
| Triumph Capital Management | History | Added to | 6,885 | 2,308 | 0.5% | 0.58% | 1722 | +262 | 3.96% | Q4 2025 | Feb 12, 2026 |
| Chemistry Wealth Management LLC | History | Added to | 6,879 | 2,306 | 0.43% | 0.11% | 1723 | +5,088 | 284.09% | Q4 2025 | Jan 06, 2026 |
| Aquire Wealth Advisors, LLC | History | Reduced | 6,869 | 2,303 | 0.6% | 0.66% | 1724 | -1,334 | -16.26% | Q4 2025 | Jan 07, 2026 |
| American Investment Services, Inc. | History | Reduced | 6,851 | 2,296 | 0.53% | 0.56% | 1725 | -204 | -2.89% | Q4 2025 | Feb 13, 2026 |
| COFG Advisors, LLC | History | New | 6,836 | 2,291 | 0.57% | — | 1726 | +6,836 | New | Q4 2025 | Feb 10, 2026 |
| Interchange Capital Partners, LLC | History | Reduced | 6,810 | 2,283 | 0.42% | 0.44% | 1727 | -5 | -0.07% | Q4 2025 | Jan 30, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Added to | 6,658 | 2,281 | 0.66% | 0.43% | 1728 | +2,839 | 74.34% | Q4 2025 | Feb 10, 2026 |
| Diesslin Group, Inc. | History | New | 6,787 | 2,275 | 0.9% | — | 1729 | +6,787 | New | Q4 2025 | Feb 25, 2026 |
| Ironwood Investment Counsel, LLC | History | Added to | 6,783 | 2,274 | 0.32% | 0.13% | 1730 | +4,136 | 156.25% | Q4 2025 | Feb 06, 2026 |
| MUIRFIELD WEALTH ADVISORS LLC | History | Reduced | 6,771 | 2,270 | 1.67% | 1.73% | 1731 | -326 | -4.59% | Q4 2025 | Feb 06, 2026 |
| Ally Invest Advisors Inc. | History | Added to | 6,749 | 2,262 | 0.16% | 0.13% | 1732 | +1,055 | 18.53% | Q4 2025 | Feb 13, 2026 |
| United Financial Planning Group LLC | History | Reduced | 6,733 | 2,257 | 1.37% | 22.13% | 1734 | -168,497 | -96.16% | Q4 2025 | Feb 11, 2026 |
| MARQUETTE ASSOCIATES, INC. | History | Reduced | 6,734 | 2,257 | 2.89% | 7.1% | 1733 | -11,263 | -62.58% | Q4 2025 | Feb 17, 2026 |
| GATEWAY INVESTMENT ADVISERS LLC | History | Reduced | 6,727 | 2,255 | 0.02% | 0.03% | 1735 | -1,273 | -15.91% | Q4 2025 | Feb 03, 2026 |
| Kassira Wealth Management LLC | History | Added to | 6,724 | 2,254 | 2.14% | 2.11% | 1736 | +45 | 0.67% | Q4 2025 | Feb 03, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | Added to | 6,714 | 2,251 | 0.68% | 0.67% | 1737 | +61 | 0.92% | Q4 2025 | Feb 10, 2026 |
| NWK Group, Inc. | History | No change | 6,711 | 2,249 | 0.78% | 0.75% | 1738 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Magnus Financial Group LLC | History | Added to | 6,693 | 2,243 | 0.17% | 0.16% | 1739 | +667 | 11.07% | Q4 2025 | Jan 07, 2026 |
| TBH Global Asset Management, LLC | History | Added to | 6,686 | 2,241 | 0.37% | 0.32% | 1740 | +1,687 | 33.75% | Q4 2025 | Jan 29, 2026 |
| Accent Capital Management, LLC | History | Added to | 6,685 | 2,241 | 0.96% | 0.89% | 1741 | +257 | 4.0% | Q4 2025 | Feb 09, 2026 |
| Sharkey, Howes & Javer | History | Added to | 6,682 | 2,240 | 0.28% | 0.26% | 1742 | +588 | 9.65% | Q4 2025 | Jan 13, 2026 |
| BURNEY CO/ | History | Added to | 6,671 | 2,236 | 0.07% | 0.03% | 1743 | +3,703 | 124.76% | Q4 2025 | Jan 23, 2026 |
| RS CRUM INC. | History | Reduced | 6,667 | 2,235 | 0.45% | 0.49% | 1744 | -16 | -0.24% | Q4 2025 | Feb 17, 2026 |
| Willis Johnson & Associates, Inc. | History | Reduced | 6,657 | 2,232 | 0.14% | 0.15% | 1745 | -516 | -7.19% | Q4 2025 | Jan 22, 2026 |
| Austin Private Wealth, LLC | History | Reduced | 6,655 | 2,231 | 0.17% | 0.18% | 1746 | -625 | -8.59% | Q4 2025 | Jan 20, 2026 |
| Schneider Downs Wealth Management Advisors, LP | History | No change | 6,653 | 2,230 | 0.25% | 0.26% | 1747 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| LMG Wealth Partners, LLC | History | No change | 6,641 | 2,226 | 0.42% | 0.41% | 1748 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Allegheny Financial Group | History | Added to | 6,616 | 2,218 | 0.33% | 0.39% | 1749 | +237 | 3.72% | Q4 2025 | Feb 02, 2026 |
| MBL Wealth, LLC | History | Reduced | 6,589 | 2,209 | 0.18% | 0.2% | 1750 | -400 | -5.72% | Q4 2025 | Jan 21, 2026 |
| Cascade Wealth Advisors, Inc | History | Reduced | 6,438 | 2,208 | 1.02% | 1.23% | 1752 | -1,004 | -13.49% | Q4 2025 | Feb 04, 2026 |
| SP Asset Management LLC | History | Added to | 6,588 | 2,208 | 0.17% | 0.17% | 1751 | +28 | 0.43% | Q4 2025 | Jan 28, 2026 |
| EVERETT HARRIS & CO /CA/ | History | Added to | 6,582 | 2,206 | 0.03% | 0.02% | 1753 | +434 | 7.06% | Q4 2025 | Feb 11, 2026 |
| ATX Financial Planning, LLC | History | New | 6,561 | 2,199 | 1.7% | — | 1754 | +6,561 | New | Q4 2025 | Feb 19, 2026 |
| COURIER CAPITAL LLC | History | Reduced | 6,543 | 2,193 | 0.12% | 0.13% | 1755 | -133 | -1.99% | Q4 2025 | Jan 29, 2026 |
| Manhattan West Asset Management, LLC | History | Reduced | 6,516 | 2,184 | 0.45% | 0.47% | 1757 | -237 | -3.51% | Q4 2025 | Feb 02, 2026 |
| Perkins Coie Trust Co | History | Reduced | 6,516 | 2,184 | 0.41% | 0.4% | 1756 | -5 | -0.08% | Q4 2025 | Jan 12, 2026 |
| Marble Wealth, LLC | History | New | 6,484 | 2,173 | 0.3% | — | 1759 | +6,484 | New | Q4 2025 | Feb 10, 2026 |
| ORBA Wealth Advisors, L.L.C. | History | No change | 6,483 | 2,173 | 1.89% | 1.75% | 1758 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Cornell Pochily Investment Advisors, Inc. | History | Added to | 6,478 | 2,172 | 0.63% | 0.63% | 1760 | +46 | 0.72% | Q4 2025 | Jan 20, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 6,475 | 2,171 | 0.1% | 0.14% | 1761 | -2,809 | -30.26% | Q4 2025 | Feb 13, 2026 |
| Old North State Wealth Management, LLC | History | Added to | 6,445 | 2,161 | 1.02% | 0.91% | 1762 | +526 | 8.89% | Q4 2025 | Jan 23, 2026 |
| Farmers & Merchants Trust Co of Long Beach | History | Reduced | 6,442 | 2,159 | 0.49% | 0.87% | 1763 | -6,149 | -48.84% | Q4 2025 | Jan 29, 2026 |
| FLYWHEEL PRIVATE WEALTH LLC | History | Reduced | 6,430 | 2,155 | 1.35% | 1.65% | 1764 | -14 | -0.22% | Q4 2025 | Jan 14, 2026 |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | History | Reduced | 6,402 | 2,146 | 0.14% | 0.15% | 1765 | -40 | -0.62% | Q4 2025 | Feb 05, 2026 |
| REGATTA CAPITAL GROUP, LLC | History | Reduced | 6,395 | 2,144 | 0.32% | 0.35% | 1766 | -317 | -4.72% | Q4 2025 | Jan 13, 2026 |
| Vawter Financial, Ltd. | History | Added to | 6,370 | 2,135 | 0.9% | 0.94% | 1767 | +43 | 0.68% | Q4 2025 | Feb 02, 2026 |
| MB Generational Wealth, LLC | History | No change | 6,367 | 2,134 | 1.13% | 1.33% | 1768 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| DecisionMap Wealth Management, LLC | History | Added to | 6,342 | 2,126 | 1.31% | 1.33% | 1769 | +17 | 0.27% | Q4 2025 | Jan 07, 2026 |
| Westfuller Advisors, LLC | History | Added to | 6,319 | 2,118 | 0.86% | 0.93% | 1770 | +91 | 1.46% | Q4 2025 | Jan 21, 2026 |
| SECURED RETIREMENT ADVISORS, LLC | History | Reduced | 6,302 | 2,112 | 1.18% | 1.21% | 1771 | -322 | -4.86% | Q4 2025 | Jan 30, 2026 |
| Rubicon Advisors, GP | History | New | 6,291 | 2,109 | 1.95% | — | 1773 | +6,291 | New | Q4 2025 | Mar 09, 2026 |
| Summit Wealth Group, LLC | History | Reduced | 6,293 | 2,109 | 0.49% | 0.5% | 1772 | -7 | -0.11% | Q4 2025 | Feb 06, 2026 |
| Texas Yale Capital Corp. | History | Added to | 6,287 | 2,107 | 0.06% | 0.06% | 1774 | +3 | 0.05% | Q4 2025 | Feb 10, 2026 |
| FIRST AMERICAN TRUST, FSB | History | Added to | 6,265 | 2,100 | 0.14% | 0.05% | 1775 | +4,277 | 215.14% | Q4 2025 | Feb 11, 2026 |
| IronBridge Private Wealth, LLC | History | No change | 6,249 | 2,095 | 0.66% | 0.65% | 1776 | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| J. Mark Nickell & Co. | History | New | 6,245 | 2,093 | 1.93% | — | 1777 | +6,245 | New | Q4 2025 | Feb 13, 2026 |
| MYECFO, LLC | History | Added to | 6,242 | 2,092 | 0.89% | 0.87% | 1778 | +404 | 6.92% | Q4 2025 | Jan 12, 2026 |
| CRUX WEALTH ADVISORS | History | Reduced | 6,235 | 2,090 | 0.78% | 1.31% | 1779 | -3,806 | -37.9% | Q4 2025 | Jan 21, 2026 |
| Aspiring Ventures, LLC | History | Reduced | 6,233 | 2,089 | 0.71% | 0.71% | 1780 | -75 | -1.19% | Q4 2025 | Jan 27, 2026 |
| Base Wealth Management LLC | History | Reduced | 6,229 | 2,088 | 1.12% | 1.29% | 1782 | -688 | -9.95% | Q4 2025 | Jan 21, 2026 |
| BlueSky Wealth Advisors, LLC | History | No change | 6,229 | 2,088 | 0.28% | 0.28% | 1781 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| PCM Encore, LLC | History | New | 6,209 | 2,081 | 0.44% | — | 1783 | +6,209 | New | Q4 2025 | Feb 13, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Reduced | 6,184 | 2,073 | 0.06% | 0.06% | 1784 | -217 | -3.39% | Q4 2025 | Jan 12, 2026 |
| Asset Advisory Group, Inc. | History | New | 6,147 | 2,060 | 1.03% | — | 1785 | +6,147 | New | Q4 2025 | Feb 12, 2026 |
| Private Wealth Management Group, LLC | History | Added to | 6,143 | 2,059 | 0.55% | 0.43% | 1786 | +1,387 | 29.16% | Q4 2025 | Jan 23, 2026 |
| Goldstein Advisors, LLC | History | Added to | 6,141 | 2,058 | 0.23% | 0.24% | 1787 | +5 | 0.08% | Q4 2025 | Feb 10, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 6,128 | 2,054 | 0.87% | 0.86% | 1788 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| United Advisor Group, LLC | History | Added to | 6,119 | 2,051 | 0.26% | 0.26% | 1789 | +129 | 2.15% | Q4 2025 | Jan 26, 2026 |
| Orgel Wealth Management, LLC | History | Added to | 6,117 | 2,050 | 0.05% | 0.05% | 1790 | +70 | 1.16% | Q4 2025 | Jan 07, 2026 |
| McHugh Group, LLC | History | Added to | 6,103 | 2,046 | 1.16% | 1.05% | 1791 | +752 | 14.05% | Q4 2025 | Feb 02, 2026 |
| RTD Financial Advisors, Inc. | History | No change | 6,049 | 2,027 | 0.25% | 0.24% | 1792 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Bay Rivers Group | History | Reduced | 6,029 | 2,021 | 0.82% | 0.84% | 1793 | -29 | -0.48% | Q4 2025 | Jan 07, 2026 |
| Hubbell Strickland Wealth Management, LLC | History | Added to | 6,019 | 2,018 | 0.81% | 0.78% | 1794 | +252 | 4.37% | Q4 2025 | Jan 20, 2026 |
| Legacy Edge Advisors, LLC | History | New | 6,002 | 2,012 | 0.22% | — | 1795 | +6,002 | New | Q4 2025 | Feb 02, 2026 |
| Veratis Advisors, Inc. | History | New | 5,976 | 2,011 | 1.59% | — | 1796 | +5,976 | New | Q4 2025 | Feb 18, 2026 |
| FCA CORP /TX | History | Reduced | 5,979 | 2,004 | 0.57% | 0.59% | 1797 | -467 | -7.24% | Q4 2025 | Feb 11, 2026 |
| Park Edge Advisors, LLC | History | Reduced | 5,977 | 2,003 | 0.45% | 0.47% | 1798 | -286 | -4.57% | Q4 2025 | Jan 16, 2026 |
| Robinhood Asset Management, LLC | History | New | 5,971 | 2,001 | 0.16% | — | 1799 | +5,971 | New | Q4 2025 | Jan 21, 2026 |
| Echo Wealth Management, LLC | History | No change | 5,964 | 1,999 | 1.17% | 1.14% | 1800 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Baron Financial Group, LLC | History | Reduced | 5,959 | 1,997 | 1.07% | 1.08% | 1801 | -40 | -0.67% | Q4 2025 | Jan 09, 2026 |
| Colter Lewis Investment Partners LLC | History | New | 5,941 | 1,991 | 2.3% | — | 1803 | +5,941 | New | Q4 2025 | Feb 17, 2026 |
| Ipswich Investment Management Co., Inc. | History | Reduced | 5,941 | 1,991 | 0.46% | 0.46% | 1802 | -32 | -0.54% | Q4 2025 | Jan 16, 2026 |
| Mason & Associates Inc | History | Reduced | 5,935 | 1,989 | 0.37% | 0.41% | 1804 | -335 | -5.34% | Q4 2025 | Feb 05, 2026 |
| WMG Financial Advisors, LLC | History | Reduced | 5,910 | 1,981 | 0.82% | 0.74% | 1805 | -815 | -12.12% | Q4 2025 | Jan 28, 2026 |
| Financial Connections Group, Inc. | History | Reduced | 5,910 | 1,981 | 0.68% | 0.77% | 1806 | -131 | -2.17% | Q4 2025 | Jan 23, 2026 |
| Accretive Wealth Partners, LLC | History | Reduced | 5,898 | 1,977 | 0.59% | 0.59% | 1807 | -1 | -0.02% | Q4 2025 | Jan 28, 2026 |
| TFC Financial Management, Inc. | History | Added to | 5,892 | 1,975 | 0.25% | 0.15% | 1808 | +2,359 | 66.77% | Q4 2025 | Jan 23, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Added to | 5,886 | 1,973 | 0.13% | 0.14% | 1809 | +7 | 0.12% | Q4 2025 | Jan 08, 2026 |
| TD ASSET MANAGEMENT INC | History | Reduced | 5,858 | 1,964 | 0.0% | 0.0% | 1810 | -370 | -5.94% | Q4 2025 | Feb 10, 2026 |
| Bison Wealth, LLC | History | New | 6,125 | 1,962 | 0.22% | — | 1811 | +6,125 | New | Q4 2025 | Mar 24, 2026 |
| KPP Advisory Services LLC | History | Reduced | 5,817 | 1,950 | 0.28% | 0.32% | 1812 | -824 | -12.41% | Q4 2025 | Feb 02, 2026 |
| Capital Asset Advisory Services LLC | History | Added to | 5,712 | 1,948 | 0.08% | 0.08% | 1813 | +182 | 3.29% | Q4 2025 | Jan 09, 2026 |
| MOR Wealth Management, LLC | History | New | 5,804 | 1,945 | 0.89% | — | 1814 | +5,804 | New | Q4 2025 | Jan 15, 2026 |
| Sovereign Financial Group, Inc. | History | Reduced | 5,800 | 1,944 | 0.33% | 0.36% | 1815 | -24 | -0.41% | Q4 2025 | Jan 07, 2026 |
| PROSPERITY BANCSHARES INC | History | New | 5,782 | 1,938 | 1.75% | — | 1816 | +5,782 | New | Q4 2025 | Feb 17, 2026 |
| Strategent Financial, LLC | History | Added to | 5,774 | 1,935 | 1.22% | 1.31% | 1817 | +188 | 3.37% | Q4 2025 | Jan 29, 2026 |
| DAVIDSON TRUST CO | History | No change | 5,767 | 1,933 | 0.81% | 0.78% | 1818 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Oldfather Financial Services, LLC | History | Reduced | 5,741 | 1,924 | 0.57% | 0.59% | 1819 | -54 | -0.93% | Q4 2025 | Jan 16, 2026 |
| Capital Investment Management, Inc. | History | New | 5,720 | 1,917 | 0.67% | — | 1820 | +5,720 | New | Q4 2025 | Apr 10, 2026 |
| Planning Project LLC | History | New | 5,709 | 1,914 | 0.48% | — | 1821 | +5,709 | New | Q4 2025 | Feb 12, 2026 |
| Archer Investment Management, LLC | History | Added to | 5,707 | 1,913 | 1.03% | 0.58% | 1823 | +2,815 | 97.34% | Q4 2025 | Jan 12, 2026 |
| Realta Investment Advisors | History | Reduced | 5,708 | 1,913 | 0.63% | 0.67% | 1822 | -383 | -6.29% | Q4 2025 | Jan 20, 2026 |
| ETF Store, Inc. | History | Added to | 5,693 | 1,908 | 1.95% | 1.98% | 1824 | +2 | 0.04% | Q4 2025 | Jan 22, 2026 |
| POLEN CAPITAL MANAGEMENT LLC | History | New | 5,677 | 1,903 | 0.01% | — | 1825 | +5,677 | New | Q4 2025 | Feb 12, 2026 |
| Covenant Asset Management, LLC | History | Added to | 5,665 | 1,899 | 0.22% | 0.21% | 1826 | +134 | 2.42% | Q4 2025 | Jan 30, 2026 |
| Alliance Wealth Advisors, LLC | History | Added to | 5,661 | 1,897 | 0.82% | 0.78% | 1827 | +340 | 6.39% | Q4 2025 | Jan 14, 2026 |
| Meridian Wealth Partners, LLC | History | Reduced | 5,657 | 1,896 | 0.26% | 0.63% | 1828 | -8,198 | -59.17% | Q4 2025 | Feb 13, 2026 |
| One Charles Private Wealth Services, LLC | History | Reduced | 5,656 | 1,896 | 0.49% | 0.87% | 1829 | -4,414 | -43.83% | Q4 2025 | Feb 06, 2026 |
| CATALYST PRIVATE WEALTH, LLC | History | Added to | 5,658 | 1,896 | 0.83% | 0.81% | 1830 | +32 | 0.57% | Q4 2025 | Jan 14, 2026 |
| Charles Schwab Trust Co | History | Added to | 5,652 | 1,895 | 0.12% | 0.1% | 1831 | +1,000 | 21.5% | Q4 2025 | Jan 09, 2026 |
| BIRCHBROOK, INC. | History | Added to | 5,647 | 1,893 | 0.94% | 0.96% | 1832 | +1 | 0.02% | Q4 2025 | Feb 04, 2026 |
| MEMBERS WEALTH LLC | History | Reduced | 5,517 | 1,887 | 1.18% | 1.19% | 1834 | -212 | -3.7% | Q4 2025 | Jan 28, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | Reduced | 5,629 | 1,887 | 0.12% | 0.12% | 1833 | -13 | -0.23% | Q4 2025 | Feb 17, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Added to | 5,626 | 1,886 | 0.54% | 0.15% | 1835 | +4,166 | 285.34% | Q4 2025 | Feb 11, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | New | 5,612 | 1,881 | 0.01% | — | 1836 | +5,612 | New | Q4 2025 | Feb 17, 2026 |
| CCG WEALTH MANAGEMENT, LLC | History | Reduced | 5,612 | 1,881 | 0.81% | 1.03% | 1837 | -1,019 | -15.37% | Q4 2025 | Jan 21, 2026 |
| Morton Capital Management LLC/CA | History | Added to | 5,611 | 1,881 | 0.29% | 0.29% | 1839 | +298 | 5.61% | Q4 2025 | Feb 03, 2026 |
| MFA Wealth Services | History | Reduced | 5,613 | 1,881 | 1.27% | 1.28% | 1838 | -30 | -0.53% | Q4 2025 | Jan 15, 2026 |
| Stone Wealth Partners | History | New | 5,602 | 1,878 | 1.67% | — | 1840 | +5,602 | New | Q4 2025 | Feb 24, 2026 |
| GAMMA Investing LLC | History | Reduced | 5,595 | 1,875 | 0.09% | 0.12% | 1841 | -941 | -14.4% | Q4 2025 | Jan 05, 2026 |
| Penobscot Investment Management Company, Inc. | History | Reduced | 5,576 | 1,869 | 0.14% | 0.15% | 1843 | -249 | -4.27% | Q4 2025 | Jan 27, 2026 |
| Impact Capital Partners LLC | History | Added to | 5,575 | 1,869 | 0.55% | 0.54% | 1844 | +100 | 1.83% | Q4 2025 | Jan 07, 2026 |
| NORTHEAST INVESTMENT MANAGEMENT | History | Added to | 5,575 | 1,869 | 0.07% | 0.07% | 1842 | +17 | 0.31% | Q4 2025 | Feb 04, 2026 |
| Next Level Private LLC | History | Added to | 5,574 | 1,868 | 0.49% | 0.53% | 1845 | +57 | 1.03% | Q4 2025 | Jan 07, 2026 |
| Coquina Private Wealth LLC | History | New | 5,556 | 1,862 | 1.49% | — | 1847 | +5,556 | New | Q4 2025 | Jan 29, 2026 |
| Daner Wealth Management, LLC | History | Reduced | 5,448 | 1,862 | 1.14% | 1.21% | 1846 | -229 | -4.03% | Q4 2025 | Feb 11, 2026 |
| RFP Financial Group LLC | History | Reduced | 5,530 | 1,854 | 0.89% | 1.3% | 1848 | -5,154 | -48.24% | Q4 2025 | Feb 13, 2026 |
| Wingate Wealth Advisors, Inc. | History | Added to | 5,528 | 1,853 | 1.03% | 1.2% | 1849 | +230 | 4.34% | Q4 2025 | Jan 28, 2026 |
| EFG International AG | History | New | 5,514 | 1,848 | 0.04% | — | 1850 | +5,514 | New | Q4 2025 | Feb 17, 2026 |
| Rice Partnership, LLC | History | No change | 5,495 | 1,842 | 0.25% | 0.26% | 1851 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| J HAGAN CAPITAL, INC. | History | Reduced | 5,492 | 1,841 | 1.02% | 2.36% | 1853 | -6,375 | -53.72% | Q4 2025 | Feb 17, 2026 |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | History | Added to | 5,494 | 1,841 | 0.16% | 0.14% | 1852 | +2,496 | 83.26% | Q4 2025 | Feb 11, 2026 |
| Mills Wealth Advisors LLC | History | Reduced | 5,483 | 1,838 | 0.72% | 0.73% | 1854 | -127 | -2.26% | Q4 2025 | Jan 27, 2026 |
| OAK FAMILY ADVISORS, LLC | History | Added to | 5,478 | 1,836 | 0.5% | 0.13% | 1855 | +3,908 | 248.92% | Q4 2025 | Feb 03, 2026 |
| True Vision MN LLC | History | Reduced | 5,474 | 1,835 | 0.93% | 0.96% | 1856 | -120 | -2.15% | Q4 2025 | Jan 14, 2026 |
| Revisor Wealth Management LLC | History | Added to | 5,410 | 1,834 | 0.49% | 0.41% | 1857 | +1,843 | 51.67% | Q4 2025 | Jan 27, 2026 |
| Neumann Capital Management, LLC | History | Reduced | 5,466 | 1,832 | 0.53% | 0.57% | 1858 | -448 | -7.58% | Q4 2025 | Jan 14, 2026 |
| ODonnell Financial Services, LLC | History | Reduced | 5,462 | 1,831 | 0.63% | 0.64% | 1859 | -9 | -0.16% | Q4 2025 | Jan 29, 2026 |
| EARNEST PARTNERS LLC | History | Added to | 5,454 | 1,828 | 0.01% | 0.0% | 1860 | +2,829 | 107.77% | Q4 2025 | Feb 12, 2026 |
| Etesian Wealth Advisors, Inc. | History | Reduced | 5,446 | 1,825 | 0.57% | 0.61% | 1861 | -137 | -2.45% | Q4 2025 | Feb 11, 2026 |
| BTG Pactual Asset Management US LLC | History | Added to | 5,399 | 1,824 | 0.18% | 0.08% | 1862 | +120 | 2.27% | Q4 2025 | Feb 17, 2026 |
| Heritage Wealth Advisors | History | Added to | 5,438 | 1,823 | 0.07% | 0.08% | 1863 | +56 | 1.04% | Q4 2025 | Feb 13, 2026 |
| Paulson Wealth Management Inc. | History | Added to | 5,435 | 1,822 | 0.42% | 0.41% | 1865 | +99 | 1.86% | Q4 2025 | Feb 05, 2026 |
| Peregrine Asset Advisers, Inc. | History | Added to | 5,435 | 1,822 | 0.51% | 0.53% | 1864 | +74 | 1.38% | Q4 2025 | Feb 02, 2026 |
| Fortis Capital Management LLC | History | Added to | 5,409 | 1,813 | 0.24% | 0.09% | 1866 | +3,459 | 177.38% | Q4 2025 | Feb 13, 2026 |
| Richard C. Young & CO., LTD. | History | Added to | 5,407 | 1,812 | 0.16% | 0.05% | 1868 | +3,662 | 209.86% | Q4 2025 | Jan 29, 2026 |
| PARTHENON LLC | History | Reduced | 5,407 | 1,812 | 0.2% | 0.2% | 1867 | -185 | -3.31% | Q4 2025 | Jan 23, 2026 |
| Concord Wealth Partners | History | Reduced | 5,405 | 1,811 | 0.24% | 0.25% | 1869 | -221 | -3.93% | Q4 2025 | Jan 29, 2026 |
| Financial Council, LLC | History | Added to | 5,387 | 1,806 | 0.72% | 0.73% | 1870 | +397 | 7.96% | Q4 2025 | Feb 05, 2026 |
| Shira Ridge Wealth Management | History | Added to | 5,374 | 1,801 | 0.72% | 0.7% | 1871 | +328 | 6.5% | Q4 2025 | Jan 12, 2026 |
| BDFS Capital LLC | History | New | 5,353 | 1,794 | 0.91% | — | 1872 | +5,353 | New | Q4 2025 | Feb 26, 2026 |
| Tannin Capital LLC | History | New | 5,344 | 1,791 | 1.6% | — | 1874 | +5,344 | New | Q4 2025 | Feb 17, 2026 |
| Ascent Wealth Partners, LLC | History | Reduced | 5,343 | 1,791 | 0.21% | 0.21% | 1873 | -245 | -4.38% | Q4 2025 | Feb 02, 2026 |
| Wealth Analytics Partners, LLC | History | New | 5,341 | 1,790 | 0.7% | — | 1876 | +5,341 | New | Q4 2025 | Feb 17, 2026 |
| JGP Wealth Management, LLC | History | Reduced | 5,341 | 1,790 | 0.19% | 0.21% | 1875 | -352 | -6.18% | Q4 2025 | Jan 12, 2026 |
| THOMPSON SIEGEL & WALMSLEY LLC | History | Added to | 5,329 | 1,787 | 0.03% | 0.02% | 1877 | +750 | 16.38% | Q4 2025 | Feb 10, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | Added to | 5,314 | 1,781 | 0.1% | 0.06% | 1878 | +3,127 | 142.98% | Q4 2025 | Feb 09, 2026 |
| Squarepoint Ops LLC | History | Added to | 5,304 | 1,778 | 0.0% | 0.0% | 1879 | +1,704 | 47.33% | Q4 2025 | Feb 13, 2026 |
| Security Financial Services, INC. | History | Reduced | 5,302 | 1,777 | 0.28% | 0.29% | 1880 | -90 | -1.67% | Q4 2025 | Jan 27, 2026 |
| Family Manage LLC | History | No change | 5,289 | 1,773 | 0.22% | 0.24% | 1881 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CAHABA WEALTH MANAGEMENT, INC. | History | Reduced | 5,287 | 1,772 | 0.12% | 0.13% | 1882 | -41 | -0.77% | Q4 2025 | Jan 07, 2026 |
| Goelzer Investment Management, Inc. | History | Added to | 5,284 | 1,771 | 0.08% | 0.09% | 1883 | +5 | 0.09% | Q4 2025 | Jan 14, 2026 |
| Objective Capital Management, LLC | History | Added to | 5,272 | 1,767 | 1.8% | 1.79% | 1884 | +1 | 0.02% | Q4 2025 | Feb 04, 2026 |
| Williams Jones Wealth Management, LLC. | History | Reduced | 5,253 | 1,761 | 0.02% | 0.02% | 1885 | -410 | -7.24% | Q4 2025 | Feb 13, 2026 |
| Cloud Capital Management, LLC | History | Added to | 5,242 | 1,756 | 0.83% | 0.72% | 1886 | +1,063 | 25.44% | Q4 2025 | Feb 12, 2026 |
| Founders Financial Alliance, LLC | History | Reduced | 5,235 | 1,755 | 0.33% | 0.34% | 1887 | -228 | -4.17% | Q4 2025 | Feb 12, 2026 |
| Ullmann Wealth Partners Group, LLC | History | Added to | 5,225 | 1,752 | 0.18% | 0.19% | 1888 | +1 | 0.02% | Q4 2025 | Feb 12, 2026 |
| Purkiss Capital Advisors LLC | History | No change | 5,224 | 1,751 | 0.82% | 0.82% | 1889 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| BKM Wealth Management, LLC | History | Added to | 5,198 | 1,742 | 0.64% | 0.63% | 1890 | +9 | 0.17% | Q4 2025 | Jan 29, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Reduced | 5,190 | 1,740 | 0.24% | 0.27% | 1891 | -105 | -1.98% | Q4 2025 | Jan 23, 2026 |
| Sivia Capital Partners, LLC | History | Reduced | 5,186 | 1,738 | 0.35% | 0.67% | 1893 | -2,086 | -28.69% | Q4 2025 | Feb 10, 2026 |
| Outlook Wealth Advisors, LLC | History | Reduced | 5,186 | 1,738 | 0.39% | 0.46% | 1892 | -465 | -8.23% | Q4 2025 | Feb 11, 2026 |
| IFG Advisors, LLC | History | Added to | 5,177 | 1,735 | 0.29% | 0.27% | 1894 | +46 | 0.9% | Q4 2025 | Jan 13, 2026 |
| Sovran Advisors, LLC | History | Reduced | 5,071 | 1,734 | 0.15% | 0.18% | 1895 | -1,033 | -16.92% | Q4 2025 | Jan 20, 2026 |
| VESTOR CAPITAL, LLC | History | Reduced | 550 | 1,733 | 0.12% | 0.11% | 1896 | -4,594 | -89.31% | Q4 2025 | Feb 11, 2026 |
| Curran Financial Partners, LLC | History | Reduced | 5,169 | 1,733 | 0.33% | 0.4% | 1897 | -1,023 | -16.52% | Q4 2025 | Jan 22, 2026 |
| HBE Wealth Management, LLC | History | New | 5,163 | 1,730 | 1.63% | — | 1898 | +5,163 | New | Q4 2025 | Jan 20, 2026 |
| Courage Miller Partners, LLC | History | Reduced | 5,157 | 1,728 | 0.52% | 0.51% | 1899 | -3 | -0.06% | Q4 2025 | Jan 26, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 5,151 | 1,726 | 0.01% | 0.01% | 1900 | -80 | -1.53% | Q4 2025 | Feb 12, 2026 |
| AF Advisors, Inc. | History | Added to | 5,150 | 1,726 | 0.66% | 0.69% | 1901 | +1 | 0.02% | Q4 2025 | Feb 06, 2026 |
| ST GERMAIN D J CO INC | History | Reduced | 5,145 | 1,724 | 0.07% | 0.07% | 1902 | -177 | -3.33% | Q4 2025 | Jan 29, 2026 |
| CHAPIN DAVIS, INC. | History | Added to | 5,140 | 1,723 | 0.4% | 0.41% | 1903 | +3 | 0.06% | Q4 2025 | Jan 30, 2026 |
| Harbour Capital Advisors, LLC | History | Added to | 5,113 | 1,719 | 0.35% | 0.34% | 1904 | +107 | 2.14% | Q4 2025 | Jan 07, 2026 |
| Winthrop Capital Management, LLC | History | Added to | 5,128 | 1,719 | 0.4% | 0.4% | 1905 | +53 | 1.04% | Q4 2025 | Feb 10, 2026 |
| BCK Partners, Inc. | History | Added to | 5,126 | 1,718 | 0.93% | 0.75% | 1906 | +861 | 20.19% | Q4 2025 | Jan 28, 2026 |
| Ted Buchan & Co | History | Reduced | 5,116 | 1,715 | 0.63% | 0.72% | 1908 | -524 | -9.29% | Q4 2025 | Feb 11, 2026 |
| 1776 Wealth LLC | History | Reduced | 5,117 | 1,715 | 0.65% | 0.66% | 1907 | -65 | -1.25% | Q4 2025 | Feb 11, 2026 |
| Winter & Associates, Inc. | History | New | 5,113 | 1,714 | 1.58% | — | 1909 | +5,113 | New | Q4 2025 | Feb 13, 2026 |
| Vantage Financial Partners, LLC | History | Added to | 5,108 | 1,712 | 0.35% | 0.34% | 1911 | +187 | 3.8% | Q4 2025 | Feb 03, 2026 |
| JUNCTURE WEALTH STRATEGIES, LLC | History | Reduced | 5,107 | 1,712 | 0.56% | 0.56% | 1910 | -33 | -0.64% | Q4 2025 | Jan 27, 2026 |
| Stockman Wealth Management, Inc. | History | Added to | 5,102 | 1,710 | 0.2% | 0.14% | 1912 | +1,574 | 44.61% | Q4 2025 | Jan 29, 2026 |
| Bernardo Wealth Planning LLC | History | Reduced | 5,098 | 1,709 | 0.33% | 0.33% | 1913 | -13 | -0.25% | Q4 2025 | Jan 26, 2026 |
| Summit Financial Strategies, Inc. | History | Added to | 5,096 | 1,708 | 0.14% | 0.14% | 1914 | +136 | 2.74% | Q4 2025 | Jan 27, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Reduced | 5,089 | 1,706 | 0.13% | 0.17% | 1915 | -1,162 | -18.59% | Q4 2025 | Jan 23, 2026 |
| GDS Wealth Management | History | Added to | 5,081 | 1,703 | 0.11% | 0.11% | 1916 | +64 | 1.28% | Q4 2025 | Feb 02, 2026 |
| OARSMAN CAPITAL, INC. | History | Added to | 5,078 | 1,702 | 0.22% | 0.19% | 1917 | +891 | 21.28% | Q4 2025 | Feb 13, 2026 |
| Journey Advisory Group, LLC | History | Reduced | 5,077 | 1,702 | 0.14% | 0.13% | 1919 | -251 | -4.71% | Q4 2025 | Jan 27, 2026 |
| HWG Holdings LP | History | No change | 5,079 | 1,702 | 0.41% | 0.42% | 1918 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Powerhouse Assets LLC | History | New | 5,063 | 1,697 | 1.49% | — | 1920 | +5,063 | New | Q4 2025 | Jan 15, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | Added to | 5,065 | 1,697 | 0.46% | 0.47% | 1921 | +405 | 8.69% | Q4 2025 | Feb 10, 2026 |
| HOURGLASS CAPITAL, LLC | History | No change | 5,059 | 1,696 | 0.37% | 0.37% | 1922 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Cypress Capital Group | History | Reduced | 5,056 | 1,695 | 0.19% | 0.22% | 1923 | -525 | -9.41% | Q4 2025 | Feb 11, 2026 |
| Hamilton Wealth, LLC | History | Reduced | 5,047 | 1,691 | 0.32% | 0.35% | 1924 | -113 | -2.19% | Q4 2025 | Feb 19, 2026 |
| LANE BROTHERS & CO INC | History | New | 5,034 | 1,687 | 1.22% | — | 1925 | +5,034 | New | Q4 2025 | Mar 13, 2026 |
| HHM Wealth Advisors, LLC | History | Added to | 5,027 | 1,685 | 0.2% | 0.18% | 1926 | +171 | 3.52% | Q4 2025 | Jan 22, 2026 |
| PURSUE WEALTH PARTNERS LLC | History | Added to | 5,023 | 1,684 | 0.82% | 0.9% | 1927 | +2 | 0.04% | Q4 2025 | Jan 26, 2026 |
| Claris Financial LLC | History | Added to | 5,019 | 1,682 | 0.89% | 0.35% | 1928 | +3,145 | 167.82% | Q4 2025 | Feb 19, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 5,015 | 1,681 | 0.11% | 0.07% | 1929 | +1,619 | 47.67% | Q4 2025 | Feb 06, 2026 |
| LITTLEJOHN FINANCIAL SERVICES, INC. | History | Reduced | 5,016 | 1,681 | 1.24% | 1.25% | 1930 | -228 | -4.35% | Q4 2025 | Feb 05, 2026 |
| Meridian Wealth Advisors, LLC | History | Added to | 5,012 | 1,680 | 0.23% | 0.22% | 1931 | +201 | 4.18% | Q4 2025 | Feb 17, 2026 |
| Fund Evaluation Group, LLC | History | Added to | 5,007 | 1,678 | 0.06% | 0.05% | 1932 | +545 | 12.21% | Q4 2025 | Feb 11, 2026 |
| FIRST FOUNDATION ADVISORS | History | Reduced | 4,978 | 1,668 | 0.06% | 0.06% | 1933 | -346 | -6.5% | Q4 2025 | Feb 04, 2026 |
| SimpliFi, Inc. | History | Reduced | 4,977 | 1,668 | 0.71% | 0.73% | 1934 | -223 | -4.29% | Q4 2025 | Jan 23, 2026 |
| GRAND WEALTH MANAGEMENT, LLC | History | Added to | 4,975 | 1,667 | 0.76% | 0.76% | 1935 | +202 | 4.23% | Q4 2025 | Jan 26, 2026 |
| CONSCIOUS WEALTH INVESTMENTS, LLC | History | Added to | 4,979 | 1,662 | 1.0% | 0.88% | 1936 | +549 | 12.39% | Q4 2025 | Feb 13, 2026 |
| Chesapeake Wealth Management | History | Added to | 4,952 | 1,660 | 0.49% | 0.4% | 1937 | +914 | 22.63% | Q4 2025 | Feb 03, 2026 |
| SageGuard Financial Group, LLC | History | New | 4,950 | 1,659 | 0.26% | — | 1938 | +4,950 | New | Q4 2025 | Jan 27, 2026 |
| COLTON GROOME FINANCIAL ADVISORS, LLC | History | No change | 4,947 | 1,658 | 0.48% | 0.5% | 1939 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Coastal Bridge Advisors, LLC | History | Added to | 4,943 | 1,657 | 0.12% | 0.1% | 1940 | +917 | 22.78% | Q4 2025 | Feb 18, 2026 |
| Trivium Point Advisory, LLC | History | Added to | 4,935 | 1,654 | 0.17% | 0.12% | 1941 | +1,301 | 35.8% | Q4 2025 | Jan 26, 2026 |
| Miller Capital Partners, Inc. | History | New | 4,911 | 1,646 | 0.83% | — | 1942 | +4,911 | New | Q4 2025 | Feb 17, 2026 |
| CHATHAM CAPITAL GROUP, INC. | History | Added to | 4,900 | 1,642 | 0.23% | 0.23% | 1943 | +85 | 1.77% | Q4 2025 | Jan 14, 2026 |
| Nova R Wealth, Inc. | History | Added to | 4,888 | 1,638 | 0.6% | 0.29% | 1944 | +2,782 | 132.1% | Q4 2025 | Jan 14, 2026 |
| Morton Brown Family Wealth, LLC | History | Added to | 4,888 | 1,638 | 0.45% | 0.46% | 1945 | +2 | 0.04% | Q4 2025 | Jan 28, 2026 |
| Essex LLC | History | Added to | 4,877 | 1,635 | 0.29% | 0.29% | 1946 | +80 | 1.67% | Q4 2025 | Jan 20, 2026 |
| Archvest Wealth Advisors, Inc. | History | Added to | 4,862 | 1,630 | 1.04% | 1.35% | 1947 | +224 | 4.83% | Q4 2025 | Feb 13, 2026 |
| Graetz Wealth LLC | History | New | 4,853 | 1,627 | 1.48% | — | 1948 | +4,853 | New | Q4 2025 | Feb 12, 2026 |
| FourThought Financial Partners, LLC | History | Reduced | 4,847 | 1,625 | 0.14% | 0.15% | 1949 | -274 | -5.35% | Q4 2025 | Feb 06, 2026 |
| Creative Capital Management Investments LLC | History | Reduced | 4,839 | 1,622 | 0.49% | 0.53% | 1950 | -177 | -3.53% | Q4 2025 | Jan 23, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Reduced | 4,835 | 1,620 | 0.09% | 0.09% | 1951 | -302 | -5.88% | Q4 2025 | Feb 06, 2026 |
| First Growth Capital LLC | History | New | 4,739 | 1,618 | 1.44% | — | 1952 | +4,739 | New | Q4 2025 | Feb 19, 2026 |
| ROWLANDMILLER & PARTNERS.ADV | History | Added to | 4,819 | 1,615 | 0.31% | 0.21% | 1953 | +1,514 | 45.81% | Q4 2025 | Feb 12, 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD | History | New | 4,812 | 1,613 | 0.24% | — | 1954 | +4,812 | New | Q4 2025 | Feb 13, 2026 |
| Koss-Olinger Consulting, LLC | History | Reduced | 4,808 | 1,612 | 0.12% | 0.2% | 1956 | -3,213 | -40.06% | Q4 2025 | Feb 10, 2026 |
| 1 NORTH WEALTH SERVICES LLC | History | No change | 4,809 | 1,612 | 0.57% | 0.65% | 1955 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Twelve Points Wealth Management LLC | History | Added to | 4,699 | 1,608 | 0.36% | 0.37% | 1957 | +137 | 3.0% | Q4 2025 | Jan 23, 2026 |
| Brick & Kyle, Associates | History | Added to | 4,790 | 1,606 | 0.57% | 0.58% | 1958 | +16 | 0.34% | Q4 2025 | Feb 13, 2026 |
| Verity Asset Management, Inc. | History | Reduced | 4,786 | 1,604 | 0.69% | 0.56% | 1959 | -464 | -8.84% | Q4 2025 | Jan 30, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 4,772 | 1,600 | 0.17% | 0.16% | 1960 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Wealth Dimensions Group, Ltd. | History | Reduced | 4,771 | 1,599 | 0.32% | 0.33% | 1961 | -53 | -1.1% | Q4 2025 | Feb 13, 2026 |
| Wealthquest Corp | History | New | 4,765 | 1,597 | 0.12% | — | 1962 | +4,765 | New | Q4 2025 | Feb 09, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | Added to | 4,759 | 1,595 | 0.39% | 0.4% | 1963 | +1 | 0.02% | Q4 2025 | Jan 23, 2026 |
| GOLDEN ROAD ADVISORS LLC | History | Added to | 4,750 | 1,592 | 0.91% | 0.81% | 1965 | +473 | 11.06% | Q4 2025 | Feb 02, 2026 |
| CIDEL ASSET MANAGEMENT INC | History | Reduced | 4,750 | 1,592 | 0.11% | 0.09% | 1964 | -5 | -0.11% | Q4 2025 | Jan 21, 2026 |
| Poehling Capital Management, INC. | History | No change | 4,748 | 1,591 | 0.33% | 0.33% | 1966 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Wolfstich Capital, LLC | History | Added to | 4,744 | 1,590 | 1.47% | 2.63% | 1967 | +822 | 20.96% | Q4 2025 | Jan 14, 2026 |
| Hurley Capital, LLC | History | Added to | 4,740 | 1,589 | 0.89% | 0.86% | 1968 | +76 | 1.63% | Q4 2025 | Feb 17, 2026 |
| Seneca Financial Advisors LLC | History | No change | 4,722 | 1,583 | 0.48% | 0.51% | 1969 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| SmartHarvest Portfolios, LLC | History | New | 4,693 | 1,573 | 0.55% | — | 1972 | +4,693 | New | Q4 2025 | Feb 12, 2026 |
| Flavin Financial Services, Inc. | History | Added to | 4,694 | 1,573 | 1.08% | 0.94% | 1971 | +669 | 16.62% | Q4 2025 | Feb 05, 2026 |
| VISTA INVESTMENT MANAGEMENT | History | Reduced | 4,694 | 1,573 | 0.52% | 0.54% | 1970 | -14 | -0.3% | Q4 2025 | Feb 17, 2026 |
| EVERPAR ADVISORS LLC | History | Added to | 4,691 | 1,572 | 0.58% | 0.61% | 1973 | +13 | 0.28% | Q4 2025 | Jan 07, 2026 |
| Tarbox Family Office, Inc. | History | Reduced | 4,687 | 1,571 | 0.25% | 0.96% | 1974 | -15,263 | -76.51% | Q4 2025 | Jan 21, 2026 |
| Solidarity Wealth, LLC | History | Reduced | 4,687 | 1,571 | 0.32% | 0.33% | 1975 | -3 | -0.06% | Q4 2025 | Jan 29, 2026 |
| Pathway Financial Advisors LLC | History | Added to | 4,604 | 1,570 | 0.2% | 0.2% | 1976 | +1 | 0.02% | Q4 2025 | Jan 14, 2026 |
| Summit Asset Management, LLC | History | Added to | 4,681 | 1,569 | 0.22% | 0.23% | 1977 | +27 | 0.58% | Q4 2025 | Feb 09, 2026 |
| PACIFIC FINANCIAL GROUP INC | History | Reduced | 4,672 | 1,566 | 0.87% | 1.15% | 1978 | -48 | -1.02% | Q4 2025 | Feb 17, 2026 |
| Aspen Wealth Management LLC | History | Added to | 4,670 | 1,565 | 0.33% | 0.3% | 1979 | +592 | 14.52% | Q4 2025 | Jan 05, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 4,664 | 1,563 | 0.1% | 0.09% | 1980 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| BigSur Wealth Management LLC | History | No change | 4,653 | 1,560 | 0.38% | 0.37% | 1981 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Buttonwood Financial Advisors Inc. | History | Reduced | 4,648 | 1,558 | 0.52% | 0.55% | 1982 | -182 | -3.77% | Q4 2025 | Feb 04, 2026 |
| Sherman Wealth Management LLC | History | New | 4,637 | 1,554 | 1.35% | — | 1984 | +4,637 | New | Q4 2025 | Jan 15, 2026 |
| Stordahl Capital Management, Inc. | History | Reduced | 4,637 | 1,554 | 0.32% | 0.33% | 1983 | -105 | -2.21% | Q4 2025 | Jan 27, 2026 |
| North Ridge Wealth Advisors, Inc. | History | Reduced | 4,628 | 1,551 | 0.87% | 0.89% | 1985 | -131 | -2.75% | Q4 2025 | Feb 13, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 4,612 | 1,546 | 0.15% | 0.17% | 1986 | +685 | 17.44% | Q4 2025 | Jan 22, 2026 |
| Riverview Trust Co | History | No change | 4,604 | 1,543 | 1.86% | 1.82% | 1987 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Concentrum Wealth Management | History | No change | 4,596 | 1,540 | 0.43% | 0.44% | 1988 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Capital Analysts, LLC | History | Reduced | 4,584 | 1,537 | 0.05% | 0.33% | 1989 | -29,670 | -86.62% | Q4 2025 | Feb 11, 2026 |
| Mach-1 Financial Group, LLC | History | New | 4,582 | 1,536 | 0.32% | — | 1991 | +4,582 | New | Q4 2025 | Feb 06, 2026 |
| DAVIDSON INVESTMENT ADVISORS | History | Reduced | 4,582 | 1,536 | 0.06% | 0.07% | 1990 | -90 | -1.93% | Q4 2025 | Jan 27, 2026 |
| MOGY JOEL R INVESTMENT COUNSEL INC | History | Reduced | 4,579 | 1,535 | 0.08% | 0.08% | 1992 | -12 | -0.26% | Q4 2025 | Jan 30, 2026 |
| Hansen & Associates Financial Group, Inc. | History | Added to | 4,468 | 1,527 | 0.83% | 0.53% | 1993 | +662 | 17.39% | Q4 2025 | Feb 17, 2026 |
| Petersen Hastings Wealth Advisors Inc. | History | New | 4,553 | 1,526 | 0.15% | — | 1994 | +4,553 | New | Q4 2025 | Feb 11, 2026 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | History | Reduced | 4,551 | 1,525 | 0.24% | 0.32% | 1995 | -1,508 | -24.89% | Q4 2025 | Feb 02, 2026 |
| Hopwood Financial Services, Inc. | History | Reduced | 4,549 | 1,525 | 1.07% | 1.0% | 1996 | -20 | -0.44% | Q4 2025 | Jan 16, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | History | Added to | 4,543 | 1,523 | 0.06% | 0.06% | 1997 | +213 | 4.92% | Q4 2025 | Feb 13, 2026 |
| Vident Advisory, LLC | History | Added to | 4,527 | 1,517 | 0.01% | 0.01% | 1998 | +360 | 8.64% | Q4 2025 | Feb 18, 2026 |
| SENTINEL WEALTH MANAGEMENT, INC. | History | No change | 4,523 | 1,516 | 1.26% | 1.29% | 1999 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Panoramic Capital Partners, LLC | History | No change | 4,522 | 1,516 | 0.93% | 0.95% | 2000 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |