VANGUARD INDEX FUNDS - VV
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 258 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 17,839,205 | 5,615,781 | 3.42% | 3.62% | 1 | +514,854 | 2.97% | Q4 2025 | Feb 17, 2026 |
| Creative Planning | History | Reduced | 12,216,959 | 3,845,898 | 2.75% | 2.92% | 2 | -178,466 | -1.44% | Q4 2025 | Feb 17, 2026 |
| National Mutual Insurance Federation of Agricultural Cooperatives | History | No change | 6,543,317 | 2,059,836 | 15.1% | 15.28% | 3 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| VANGUARD GROUP INC | History | Added to | 3,862,217 | 1,215,825 | 0.02% | 0.02% | 4 | +182,325 | 4.95% | Q4 2025 | Jan 29, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 2,787,545 | 877,519 | 0.06% | 0.06% | 5 | -32,575 | -1.16% | Q4 2025 | Feb 17, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 2,761,156 | 869,211 | 0.55% | 0.56% | 6 | +15,832 | 0.58% | Q4 2025 | Feb 10, 2026 |
| MORGAN STANLEY | History | Reduced | 2,721,373 | 856,688 | 0.05% | 0.05% | 7 | -110,335 | -3.9% | Q4 2025 | Feb 13, 2026 |
| Johnson Financial Group, LLC | History | Added to | 2,511,871 | 790,737 | 48.94% | 45.14% | 8 | +908,240 | 56.64% | Q4 2025 | Feb 10, 2026 |
| UBS Group AG | History | Reduced | 2,206,100 | 694,480 | 0.11% | 0.11% | 9 | -51,183 | -2.27% | Q4 2025 | Jan 29, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 2,106,338 | 663,075 | 0.36% | 0.39% | 10 | +184 | 0.01% | Q4 2025 | Feb 06, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 1,925,676 | 606,202 | 0.09% | 0.1% | 11 | -12,933 | -0.67% | Q4 2025 | Feb 13, 2026 |
| FMR LLC | History | Reduced | 1,545,911 | 486,652 | 0.02% | 0.02% | 12 | -10,152 | -0.65% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 1,450,314 | 456,558 | 0.08% | 0.09% | 13 | -85,113 | -5.54% | Q4 2025 | Feb 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 1,421,505 | 447,489 | 0.13% | 0.13% | 14 | -18,143 | -1.26% | Q4 2025 | Feb 10, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 1,314,815 | 413,903 | 3.13% | 3.19% | 15 | +10,487 | 0.8% | Q4 2025 | Feb 12, 2026 |
| Wealthquest Corp | History | Reduced | 1,177,813 | 370,775 | 28.0% | 29.0% | 16 | -2,967 | -0.25% | Q4 2025 | Feb 09, 2026 |
| Capital Asset Advisory Services LLC | History | Added to | 1,101,330 | 351,599 | 14.13% | 13.95% | 17 | +52,084 | 4.96% | Q4 2025 | Jan 09, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 1,058,705 | 333,280 | 5.77% | 6.83% | 18 | +10,079 | 0.96% | Q4 2025 | Feb 19, 2026 |
| ROYAL BANK OF CANADA | History | New | 814,241 | 256,323 | 0.04% | — | 19 | +814,241 | New | Q4 2025 | Feb 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 806,090 | 253,750 | 0.06% | 0.06% | 20 | -31,025 | -3.71% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Reduced | 763,854 | 240,461 | 0.07% | 0.07% | 21 | -22,386 | -2.85% | Q4 2025 | Feb 11, 2026 |
| Pathstone Holdings, LLC | History | New | 755,705 | 237,895 | 0.92% | — | 22 | +755,705 | New | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 737,887 | 232,286 | 0.07% | 0.07% | 23 | +12,136 | 1.67% | Q4 2025 | Feb 18, 2026 |
| Wealthfront Advisers LLC | History | Reduced | 717,802 | 225,964 | 0.5% | 0.54% | 24 | -23,962 | -3.23% | Q4 2025 | Jan 30, 2026 |
| Voya Financial Advisors, Inc. | History | Added to | 697,528 | 221,471 | 21.27% | 20.47% | 25 | +6,023 | 0.87% | Q4 2025 | Feb 13, 2026 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | History | No change | 651,803 | 205,187 | 1.65% | 1.64% | 26 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 596,692 | 187,842 | 0.45% | 0.84% | 27 | -529,529 | -47.02% | Q4 2025 | Feb 11, 2026 |
| Mariner, LLC | History | Added to | 588,298 | 185,196 | 0.22% | 0.23% | 28 | +14,334 | 2.5% | Q4 2025 | Feb 13, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 545,331 | 171,670 | 1.37% | 1.68% | 29 | -495,641 | -47.61% | Q4 2025 | Feb 13, 2026 |
| Focus Partners Wealth | History | Added to | 521,864 | 164,203 | 0.19% | 0.26% | 30 | +2,926 | 0.56% | Q4 2025 | Feb 13, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 519,565 | 163,559 | 0.69% | 0.73% | 31 | -23,001 | -4.24% | Q4 2025 | Feb 17, 2026 |
| Bleakley Financial Group, LLC | History | Reduced | 508,666 | 160,128 | 2.78% | 3.88% | 32 | -34,510 | -6.35% | Q4 2025 | Feb 09, 2026 |
| James J. Burns & Company, LLC | History | Reduced | 500,774 | 157,643 | 21.75% | 23.4% | 33 | -9,164 | -1.8% | Q4 2025 | Jan 23, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 452,584 | 142,473 | 1.84% | 1.9% | 34 | -5,367 | -1.17% | Q4 2025 | Feb 09, 2026 |
| Garde Capital, Inc. | History | Reduced | 431,032 | 135,689 | 8.04% | 6.46% | 35 | -179 | -0.04% | Q4 2025 | Feb 10, 2026 |
| Mason & Associates, LLC | History | Reduced | 426,437 | 134,242 | 30.52% | 33.79% | 36 | -45,304 | -9.6% | Q4 2025 | Jan 21, 2026 |
| GeoWealth Management, LLC | History | Reduced | 424,463 | 133,620 | 4.93% | 5.06% | 37 | -26,305 | -5.84% | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | Added to | 394,304 | 124,126 | 0.14% | 0.14% | 38 | +9,135 | 2.37% | Q4 2025 | Feb 17, 2026 |
| Ballentine Partners, LLC | History | Reduced | 389,642 | 122,659 | 1.72% | 1.67% | 39 | -294 | -0.08% | Q4 2025 | Feb 03, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 389,535 | 122,625 | 0.16% | 0.16% | 40 | -9,733 | -2.44% | Q4 2025 | Feb 12, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | History | Added to | 380,128 | 119,664 | 4.98% | 4.98% | 41 | +3,093 | 0.82% | Q4 2025 | Feb 13, 2026 |
| Millburn Ridgefield LLC /DE/ | History | Reduced | 378,439 | 119,132 | 2.84% | 2.93% | 42 | -20,470 | -5.13% | Q4 2025 | Feb 02, 2026 |
| Catalyst Capital Advisors LLC | History | Reduced | 378,439 | 119,132 | 2.45% | 2.48% | 43 | -20,470 | -5.13% | Q4 2025 | Feb 10, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 376,011 | 118,368 | 1.81% | 1.86% | 44 | -6,467 | -1.69% | Q4 2025 | Jan 20, 2026 |
| Heartwood Wealth Advisors LLC | History | Added to | 357,852 | 112,651 | 10.38% | 10.19% | 45 | +3,145 | 0.89% | Q4 2025 | Jan 12, 2026 |
| PITTENGER & ANDERSON INC | History | Added to | 338,478 | 106,552 | 4.1% | 3.79% | 46 | +2,730 | 0.81% | Q4 2025 | Feb 02, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 338,002 | 106,403 | 0.01% | 0.01% | 47 | -22,018 | -6.12% | Q4 2025 | Mar 25, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 319,892 | 100,702 | 0.69% | 0.76% | 48 | -15,782 | -4.7% | Q4 2025 | Feb 17, 2026 |
| Plante Moran Financial Advisors, LLC | History | Reduced | 307,042 | 96,656 | 6.12% | 6.17% | 49 | -11,790 | -3.7% | Q4 2025 | Feb 05, 2026 |
| Norinchukin Bank, The | History | No change | 300,000 | 94,440 | 1.1% | 1.24% | 50 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 298,560 | 93,986 | 0.23% | 0.25% | 51 | -149 | -0.05% | Q4 2025 | Feb 13, 2026 |
| Truepoint, Inc. | History | Reduced | 298,425 | 93,944 | 2.11% | 2.19% | 52 | -7,843 | -2.56% | Q4 2025 | Feb 11, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 296,716 | 93,406 | 0.01% | 0.01% | 53 | -18,116 | -5.75% | Q4 2025 | Feb 11, 2026 |
| MilWealth Group LLC | History | Reduced | 292,935 | 92,215 | 21.95% | 22.26% | 54 | -3,674 | -1.24% | Q4 2025 | Feb 02, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 283,597 | 89,276 | 0.28% | 0.29% | 55 | -6,078 | -2.1% | Q4 2025 | Feb 02, 2026 |
| AGF MANAGEMENT LTD | History | Reduced | 265,951 | 83,721 | 0.36% | 0.36% | 56 | -2,282 | -0.85% | Q4 2025 | Feb 17, 2026 |
| RIVERSEDGE ADVISORS, LLC | History | Added to | 263,959 | 83,094 | 13.51% | 11.94% | 57 | +32,488 | 14.04% | Q4 2025 | Jan 07, 2026 |
| IMA Advisory Services, Inc. | History | Added to | 262,685 | 82,491 | 7.92% | 7.74% | 58 | +12,697 | 5.08% | Q4 2025 | Feb 11, 2026 |
| AlphaCore Capital LLC | History | Added to | 249,888 | 78,664 | 1.75% | 0.56% | 59 | +196,140 | 364.93% | Q4 2025 | Feb 05, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 247,164 | 77,807 | 0.15% | 0.15% | 60 | +2,674 | 1.09% | Q4 2025 | Feb 17, 2026 |
| Baker Avenue Asset Management, LP | History | Added to | 244,967 | 77,115 | 1.78% | 1.75% | 61 | +6,977 | 2.93% | Q4 2025 | Feb 10, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 237,339 | 74,730 | 0.11% | 0.1% | 62 | +2,984 | 1.27% | Q4 2025 | Feb 17, 2026 |
| JUNCTURE WEALTH STRATEGIES, LLC | History | Reduced | 235,880 | 74,254 | 24.44% | 24.55% | 63 | -2,095 | -0.88% | Q4 2025 | Jan 27, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 233,818 | 73,605 | 6.15% | 6.53% | 64 | -21,770 | -8.52% | Q4 2025 | Feb 13, 2026 |
| Parallel Advisors, LLC | History | Reduced | 215,883 | 67,960 | 1.24% | 1.23% | 65 | -2,360 | -1.08% | Q4 2025 | Feb 11, 2026 |
| Corient Private Wealth LLC | History | Added to | 210,710 | 66,286 | 0.09% | 0.04% | 66 | +117,961 | 127.18% | Q4 2025 | Mar 09, 2026 |
| Cerity Partners LLC | History | Added to | 208,500 | 65,635 | 0.1% | 0.06% | 67 | +92,539 | 79.8% | Q4 2025 | Feb 11, 2026 |
| Addis & Hill, Inc | History | Reduced | 207,702 | 65,384 | 39.61% | 39.32% | 68 | -950 | -0.46% | Q4 2025 | Jan 06, 2026 |
| Trust Point Inc. | History | Reduced | 206,674 | 65,060 | 5.14% | 5.39% | 69 | -9,987 | -4.61% | Q4 2025 | Jan 13, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Added to | 203,639 | 64,105 | 3.75% | 3.73% | 70 | +1,017 | 0.5% | Q4 2025 | Jan 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 187,270 | 59,785 | 0.08% | 0.09% | 71 | +1,503 | 0.81% | Q4 2025 | Jan 08, 2026 |
| Lido Advisors, LLC | History | Added to | 190,217 | 59,740 | 0.18% | 0.03% | 72 | +163,667 | 616.45% | Q4 2025 | Feb 10, 2026 |
| Sunflower Bank, N.A. | History | Reduced | 186,361 | 58,666 | 14.78% | 15.75% | 73 | -23,915 | -11.37% | Q4 2025 | Jan 09, 2026 |
| BlackRock, Inc. | History | Added to | 180,740 | 56,896 | 0.0% | 0.0% | 74 | +126,596 | 233.81% | Q4 2025 | Feb 12, 2026 |
| Hurlow Wealth Management Group, Inc. | History | Added to | 179,130 | 56,390 | 13.8% | 13.78% | 75 | +6,343 | 3.67% | Q4 2025 | Feb 17, 2026 |
| Financial Planning Navigators CORP | History | New | 171,317 | 53,930 | 24.75% | — | 76 | +171,317 | New | Q4 2025 | Jan 16, 2026 |
| Acropolis Investment Management, LLC | History | Reduced | 167,164 | 52,623 | 2.37% | 2.48% | 77 | -4,236 | -2.47% | Q4 2025 | Jan 14, 2026 |
| VSM Wealth Advisory, LLC | History | Reduced | 165,337 | 52,038 | 15.63% | 16.17% | 78 | -3,494 | -2.07% | Q4 2025 | Feb 06, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 163,381 | 51,432 | 0.15% | 0.15% | 79 | -173 | -0.11% | Q4 2025 | Feb 13, 2026 |
| Kathmere Capital Management, LLC | History | Added to | 161,146 | 50,728 | 3.42% | 3.42% | 80 | +4,753 | 3.04% | Q4 2025 | Jan 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 160,556 | 50,543 | 0.13% | 0.12% | 81 | +15,451 | 10.65% | Q4 2025 | Feb 05, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | Reduced | 158,440 | 49,876 | 0.91% | 1.08% | 82 | -8,171 | -4.9% | Q4 2025 | Jan 28, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Reduced | 154,188 | 48,538 | 0.54% | 0.6% | 83 | -7,058 | -4.38% | Q4 2025 | Feb 02, 2026 |
| JMG Financial Group, Ltd. | History | Reduced | 147,550 | 46,448 | 1.31% | 1.33% | 84 | -4,402 | -2.9% | Q4 2025 | Feb 10, 2026 |
| Haverford Trust Co | History | Reduced | 131,887 | 41,518 | 0.37% | 0.44% | 85 | -26,960 | -16.97% | Q4 2025 | Feb 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 131,278 | 41,326 | 0.06% | 0.06% | 86 | +16,978 | 14.85% | Q4 2025 | Feb 18, 2026 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | History | Reduced | 130,203 | 40,987 | 6.48% | 6.63% | 87 | -2,413 | -1.82% | Q4 2025 | Feb 02, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 129,331 | 40,713 | 7.4% | 0.63% | 88 | +667 | 0.52% | Q4 2025 | Mar 04, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 125,766 | 39,591 | 0.01% | 0.0% | 89 | -37 | -0.03% | Q4 2025 | Feb 17, 2026 |
| McIlrath & Eck, LLC | History | Reduced | 124,823 | 39,294 | 3.65% | 4.6% | 90 | -19,889 | -13.74% | Q4 2025 | Feb 03, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 123,117 | 38,757 | 0.02% | 0.02% | 91 | +19,877 | 19.25% | Q4 2025 | Feb 17, 2026 |
| Koesten, Hirschmann & Crabtree, INC. | History | Reduced | 118,180 | 37,202 | 18.3% | 17.85% | 92 | -3,293 | -2.71% | Q4 2025 | Feb 09, 2026 |
| Quantinno Capital Management LP | History | Added to | 116,593 | 36,703 | 0.07% | 0.08% | 93 | +20,357 | 21.15% | Q4 2025 | Feb 17, 2026 |
| HighTower Advisors, LLC | History | Added to | 114,009 | 35,890 | 0.04% | 0.04% | 94 | +4,264 | 3.89% | Q4 2025 | Feb 06, 2026 |
| SCS Capital Management LLC | History | Reduced | 112,902 | 35,541 | 0.38% | 0.38% | 95 | -328 | -0.29% | Q4 2025 | Feb 10, 2026 |
| SAGE FINANCIAL GROUP INC | History | Reduced | 110,598 | 34,816 | 2.3% | 2.38% | 96 | -2,940 | -2.59% | Q4 2025 | Jan 27, 2026 |
| Latigo Investments, LLC | History | No change | 108,982 | 34,307 | 16.88% | 16.91% | 97 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Betterment LLC | History | Added to | 107,899 | 33,967 | 0.06% | 0.07% | 98 | +556 | 0.52% | Q4 2025 | Feb 12, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 104,226 | 32,810 | 0.01% | — | 99 | +104,226 | New | Q4 2025 | Feb 13, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Reduced | 104,094 | 32,768 | 1.36% | 1.36% | 100 | -220 | -0.21% | Q4 2025 | Feb 09, 2026 |
| Yeomans Consulting Group, Inc. | History | Reduced | 101,070 | 31,816 | 9.32% | 10.82% | 101 | -371 | -0.37% | Q4 2025 | Jan 07, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 98,524 | 31,015 | 0.04% | 0.04% | 102 | +2,701 | 2.82% | Q4 2025 | Feb 02, 2026 |
| COMERICA BANK | History | Reduced | 98,382 | 30,970 | 0.12% | 0.13% | 103 | -11,252 | -10.26% | Q4 2025 | Jan 29, 2026 |
| NewEdge Advisors, LLC | History | Added to | 97,809 | 30,790 | 0.11% | 0.07% | 104 | +50,580 | 107.1% | Q4 2025 | Feb 18, 2026 |
| NewEdge Wealth, LLC | History | Added to | 93,582 | 29,459 | 0.33% | 0.37% | 105 | +12,118 | 14.88% | Q4 2025 | Feb 03, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 91,443 | 28,786 | 0.07% | 0.06% | 106 | +4,538 | 5.22% | Q4 2025 | Feb 11, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 91,130 | 28,687 | 0.05% | 0.05% | 107 | +6,440 | 7.6% | Q4 2025 | Mar 16, 2026 |
| James Reed Financial Services, Inc. | History | Added to | 89,975 | 28,324 | 22.7% | 23.69% | 108 | +4,162 | 4.85% | Q4 2025 | Jan 14, 2026 |
| TD Capital Management LLC | History | Reduced | 88,430 | 27,837 | 2.47% | 2.47% | 109 | -541 | -0.61% | Q4 2025 | Feb 26, 2026 |
| BlueSky Wealth Advisors, LLC | History | Added to | 88,079 | 27,727 | 3.66% | 3.65% | 110 | +230 | 0.26% | Q4 2025 | Jan 26, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 87,715 | 27,612 | 0.5% | 0.53% | 111 | -2 | -0.0% | Q4 2025 | Feb 17, 2026 |
| Roble, Belko & Company, Inc | History | Reduced | 87,297 | 27,481 | 3.6% | 3.69% | 112 | -1,175 | -1.33% | Q4 2025 | Jan 12, 2026 |
| Nordwand Advisors, LLC | History | No change | 87,000 | 27,387 | 4.79% | 4.25% | 113 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| SFAM, LLC | History | New | 86,678 | 27,286 | 24.95% | — | 114 | +86,678 | New | Q4 2025 | Feb 12, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 86,658 | 27,279 | 0.19% | 0.21% | 115 | +6,336 | 7.89% | Q4 2025 | Feb 18, 2026 |
| &PARTNERS | History | Added to | 85,574 | 26,932 | 0.14% | 0.16% | 116 | +3,867 | 4.73% | Q4 2025 | Feb 17, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 83,663 | 26,337 | 0.19% | 0.02% | 117 | +74,676 | 830.93% | Q4 2025 | Feb 12, 2026 |
| ADVOCATE GROUP LLC | History | Reduced | 82,647 | 26,017 | 4.21% | 4.25% | 118 | -1,384 | -1.65% | Q4 2025 | Jan 20, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 80,635 | 25,383 | 0.15% | 0.12% | 119 | +24,186 | 42.85% | Q4 2025 | Feb 17, 2026 |
| Abound Wealth Management | History | Added to | 79,450 | 25,010 | 5.86% | 6.08% | 120 | +608 | 0.77% | Q4 2025 | Jan 12, 2026 |
| MOLLER WEALTH PARTNERS | History | Reduced | 78,719 | 24,780 | 5.19% | 5.13% | 121 | -1,172 | -1.47% | Q4 2025 | Jan 08, 2026 |
| Financial Management Professionals, Inc. | History | Added to | 78,488 | 24,708 | 2.55% | 2.49% | 122 | +985 | 1.27% | Q4 2025 | Jan 27, 2026 |
| CHOREO, LLC | History | Added to | 74,262 | 23,555 | 0.3% | 0.28% | 123 | +3,969 | 5.65% | Q4 2025 | Jan 23, 2026 |
| KENNICOTT CAPITAL MANAGEMENT LLC | History | Added to | 72,556 | 22,840 | 11.07% | 10.53% | 124 | +1,669 | 2.35% | Q4 2025 | Feb 13, 2026 |
| Strategic Equity Management | History | Added to | 71,793 | 22,600 | 7.66% | 6.6% | 125 | +13,941 | 24.1% | Q4 2025 | Feb 09, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 71,435 | 22,487 | 0.29% | 0.29% | 126 | -459 | -0.64% | Q4 2025 | Feb 05, 2026 |
| Verus Financial Partners, Inc. | History | Reduced | 70,302 | 22,448 | 2.07% | 2.12% | 127 | -1,154 | -1.61% | Q4 2025 | Feb 02, 2026 |
| ARCADIA INVESTMENT ADVISORS LLC | History | Reduced | 68,716 | 21,631 | 10.06% | 10.35% | 128 | -525 | -0.76% | Q4 2025 | Jan 15, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 68,516 | 21,568 | 0.24% | 0.16% | 129 | +23,634 | 52.66% | Q4 2025 | Feb 06, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | Added to | 68,399 | 21,532 | 1.36% | 1.31% | 130 | +2,812 | 4.29% | Q4 2025 | Feb 17, 2026 |
| Wealth Architects, LLC | History | Reduced | 66,765 | 21,017 | 1.89% | 2.02% | 131 | -2,751 | -3.96% | Q4 2025 | Feb 17, 2026 |
| Wheelhouse Advisory Group LLC | History | Added to | 65,735 | 20,850 | 7.93% | 8.24% | 132 | +3,558 | 5.72% | Q4 2025 | Jan 29, 2026 |
| MB, LEVIS & ASSOCIATES, LLC | History | Reduced | 65,619 | 20,656 | 8.7% | 8.91% | 133 | -1,263 | -1.89% | Q4 2025 | Jan 14, 2026 |
| St. Louis Trust Co | History | Reduced | 65,223 | 20,532 | 2.35% | 2.51% | 134 | -48 | -0.07% | Q4 2025 | Feb 09, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | Reduced | 64,394 | 20,271 | 1.17% | 1.66% | 135 | -1,001 | -1.53% | Q4 2025 | Feb 09, 2026 |
| ATMOS ADVISORY, LLC | History | Added to | 64,291 | 20,238 | 11.73% | 11.48% | 136 | +3,118 | 5.1% | Q4 2025 | Jan 21, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 64,205 | 20,212 | 0.03% | 0.03% | 137 | +5,683 | 9.71% | Q4 2025 | Feb 10, 2026 |
| Miller Investment Management, LP | History | Added to | 62,851 | 19,785 | 1.93% | 1.92% | 138 | +736 | 1.18% | Q4 2025 | Feb 11, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Reduced | 61,872 | 19,752 | 0.41% | 0.41% | 139 | -305 | -0.49% | Q4 2025 | Jan 26, 2026 |
| JNBA Financial Advisors | History | Reduced | 62,597 | 19,705 | 1.72% | 1.76% | 140 | -466 | -0.74% | Q4 2025 | Jan 26, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Reduced | 60,133 | 18,929 | 1.41% | 1.46% | 141 | -560 | -0.92% | Q4 2025 | Feb 04, 2026 |
| Investors Research Corp | History | Added to | 59,915 | 18,861 | 3.45% | 3.32% | 142 | +1,568 | 2.69% | Q4 2025 | Jan 06, 2026 |
| FIRST HAWAIIAN BANK | History | Reduced | 59,517 | 18,735 | 2.49% | 2.36% | 143 | -275 | -0.46% | Q4 2025 | Jan 05, 2026 |
| Blueprint Investment Partners LLC | History | Reduced | 58,425 | 18,392 | 1.97% | 2.64% | 144 | -2,612 | -4.28% | Q4 2025 | Feb 17, 2026 |
| Blueprint Financial Advisors LLC | History | Reduced | 58,425 | 18,392 | 2.81% | 4.06% | 145 | -2,612 | -4.28% | Q4 2025 | Feb 13, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | New | 58,151 | 18,305 | 0.38% | — | 146 | +58,151 | New | Q4 2025 | Feb 17, 2026 |
| Northern Capital Management, Inc. | History | Added to | 57,870 | 18,217 | 9.63% | 9.25% | 147 | +2,498 | 4.51% | Q4 2025 | Feb 03, 2026 |
| Box Hill Private Wealth LLC | History | New | 57,746 | 18,178 | 18.4% | — | 148 | +57,746 | New | Q4 2025 | Feb 09, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 55,226 | 17,385 | 0.01% | 0.01% | 149 | +147 | 0.27% | Q4 2025 | Feb 17, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 54,878 | 17,275 | 0.1% | 0.1% | 150 | -394 | -0.71% | Q4 2025 | Feb 03, 2026 |
| Farrell Financial LLC | History | Added to | 54,717 | 17,224 | 10.16% | 10.54% | 151 | +108 | 0.2% | Q4 2025 | Jan 12, 2026 |
| IF Advisors, LLC | History | New | 53,249 | 16,762 | 13.62% | — | 152 | +53,249 | New | Q4 2025 | Feb 10, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Reduced | 53,246 | 16,761 | 0.3% | 0.33% | 153 | -1,132 | -2.08% | Q4 2025 | Jan 16, 2026 |
| CX Institutional | History | Added to | 53,207 | 16,749 | 0.5% | 0.49% | 154 | +950 | 1.82% | Q4 2025 | Feb 02, 2026 |
| TOTAL INVESTMENT MANAGEMENT INC | History | Added to | 53,190 | 16,744 | 2.15% | 2.08% | 155 | +1,147 | 2.2% | Q4 2025 | Feb 03, 2026 |
| HBK Sorce Advisory LLC | History | Reduced | 52,356 | 16,628 | 0.38% | 0.41% | 156 | -609 | -1.15% | Q4 2025 | Feb 09, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 51,863 | 16,330 | 0.01% | 0.01% | 157 | +3,132 | 6.43% | Q4 2025 | Feb 13, 2026 |
| Integris Wealth Management, LLC | History | Reduced | 51,481 | 16,206 | 3.69% | 3.88% | 158 | -327 | -0.63% | Q4 2025 | Jan 21, 2026 |
| Horizons Wealth Management | History | Added to | 51,359 | 16,167 | 10.59% | 10.59% | 159 | +845 | 1.67% | Q4 2025 | Jan 05, 2026 |
| CHATHAM CAPITAL GROUP, INC. | History | Reduced | 50,506 | 15,899 | 2.26% | 2.33% | 160 | -2,160 | -4.1% | Q4 2025 | Jan 14, 2026 |
| Riverpoint Wealth Management Holdings, LLC | History | Reduced | 50,350 | 15,850 | 3.4% | 3.41% | 161 | -24 | -0.05% | Q4 2025 | Feb 10, 2026 |
| Madison Asset Management, LLC | History | Added to | 49,754 | 15,662 | 0.18% | 0.16% | 162 | +1,786 | 3.72% | Q4 2025 | Feb 04, 2026 |
| PROFFITT & GOODSON INC | History | Reduced | 49,574 | 15,605 | 2.17% | 2.29% | 163 | -2,295 | -4.42% | Q4 2025 | Jan 27, 2026 |
| Biltmore Family Office, LLC | History | Reduced | 49,518 | 15,588 | 2.15% | 2.21% | 164 | -844 | -1.68% | Q4 2025 | Feb 04, 2026 |
| ALESCO ADVISORS LLC | History | Added to | 48,417 | 15,241 | 0.39% | 0.39% | 165 | +1,325 | 2.81% | Q4 2025 | Jan 28, 2026 |
| MONEYWISE, INC. | History | Added to | 48,158 | 15,160 | 6.31% | 5.4% | 166 | +9,404 | 24.27% | Q4 2025 | Feb 05, 2026 |
| TFC Financial Management, Inc. | History | Added to | 47,966 | 15,099 | 1.89% | 1.84% | 167 | +1,298 | 2.78% | Q4 2025 | Jan 23, 2026 |
| BANK HAPOALIM BM | History | No change | 47,700 | 15,016 | 1.3% | 1.81% | 168 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Baird Financial Group, Inc. | History | Added to | 47,696 | 15,014 | 0.02% | 0.02% | 169 | +2,405 | 5.31% | Q4 2025 | Feb 13, 2026 |
| HEADINVEST, LLC | History | Added to | 47,546 | 14,967 | 2.98% | 2.97% | 170 | +896 | 1.92% | Q4 2025 | Feb 02, 2026 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | History | Added to | 46,933 | 14,774 | 3.32% | 3.38% | 171 | +210 | 0.45% | Q4 2025 | Jan 12, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 45,849 | 14,433 | 0.0% | 0.0% | 172 | -275 | -0.6% | Q4 2025 | Feb 10, 2026 |
| Amtrust Financial Services, Inc. | History | No change | 45,800 | 14,417 | 4.57% | 4.69% | 173 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Procyon Advisors, LLC | History | Added to | 45,127 | 14,206 | 0.7% | 0.82% | 174 | +14 | 0.03% | Q4 2025 | Jan 07, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 44,991 | 14,163 | 0.09% | 0.09% | 175 | +364 | 0.82% | Q4 2025 | Jan 29, 2026 |
| Intergy Private Wealth, LLC | History | Reduced | 44,905 | 14,136 | 4.26% | 4.38% | 176 | -548 | -1.21% | Q4 2025 | Jan 22, 2026 |
| MAI Capital Management | History | Added to | 44,750 | 14,087 | 0.08% | 0.09% | 177 | +10 | 0.02% | Q4 2025 | Feb 13, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 44,744 | 14,085 | 0.03% | 0.03% | 178 | -2,051 | -4.38% | Q4 2025 | Feb 12, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 44,715 | 14,076 | 0.05% | 0.05% | 179 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Destination Wealth Management | History | Reduced | 44,546 | 14,022 | 0.37% | 0.39% | 180 | -1,154 | -2.53% | Q4 2025 | Feb 13, 2026 |
| Capital Advisors, Ltd. LLC | History | Reduced | 44,428 | 13,986 | 1.58% | 1.72% | 181 | -5,177 | -10.44% | Q4 2025 | Jan 21, 2026 |
| Smithfield Trust Co | History | Reduced | 44,339 | 13,956 | 0.62% | 0.61% | 182 | -268 | -0.6% | Q4 2025 | Feb 09, 2026 |
| HB Wealth Management, LLC | History | Reduced | 44,332 | 13,955 | 0.09% | 0.1% | 183 | -1,641 | -3.57% | Q4 2025 | Jan 28, 2026 |
| Daner Wealth Management, LLC | History | Reduced | 43,036 | 13,690 | 8.38% | 8.72% | 184 | -720 | -1.65% | Q4 2025 | Feb 11, 2026 |
| Fusion Family Wealth, LLC | History | Reduced | 43,298 | 13,630 | 1.03% | 1.0% | 185 | -101 | -0.23% | Q4 2025 | Feb 04, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 43,170 | 13,590 | 0.06% | 0.06% | 186 | -761 | -1.73% | Q4 2025 | Feb 13, 2026 |
| Leeward Financial Partners, LLC | History | Added to | 42,439 | 13,359 | 3.75% | 3.48% | 187 | +2,703 | 6.8% | Q4 2025 | Feb 09, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 42,043 | 13,235 | 0.16% | 0.16% | 188 | +1,494 | 3.68% | Q4 2025 | Jan 29, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 41,956 | 13,207 | 0.16% | 0.15% | 189 | -11,535 | -21.56% | Q4 2025 | Feb 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 39,839 | 12,541 | 0.13% | 0.12% | 190 | +14,718 | 58.59% | Q4 2025 | Jan 23, 2026 |
| Blackston Financial Advisory Group, LLC | History | Reduced | 39,619 | 12,471 | 7.59% | 7.52% | 191 | -1,525 | -3.71% | Q4 2025 | Feb 06, 2026 |
| Gotham Asset Management, LLC | History | Added to | 39,538 | 12,446 | 0.05% | 0.05% | 192 | +4,346 | 12.35% | Q4 2025 | Feb 17, 2026 |
| Systelligence, LLC | History | New | 39,102 | 12,309 | 2.34% | — | 193 | +39,102 | New | Q4 2025 | Jan 22, 2026 |
| Venture Visionary Partners LLC | History | Reduced | 38,919 | 12,251 | 0.4% | 0.41% | 194 | -120 | -0.31% | Q4 2025 | Feb 13, 2026 |
| BROWN ADVISORY INC | History | Added to | 38,834 | 12,224 | 0.02% | 0.02% | 195 | +7 | 0.02% | Q4 2025 | Feb 13, 2026 |
| Allworth Financial LP | History | New | 38,786 | 12,209 | 0.05% | — | 196 | +38,786 | New | Q4 2025 | Feb 05, 2026 |
| Cranbrook Wealth Management, LLC | History | Reduced | 38,537 | 12,131 | 2.39% | 2.38% | 197 | -30 | -0.08% | Q4 2025 | Jan 28, 2026 |
| Gibraltar Capital Management, Inc. | History | Added to | 38,525 | 12,127 | 2.06% | 2.08% | 198 | +875 | 2.32% | Q4 2025 | Feb 02, 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | History | Reduced | 38,408 | 12,090 | 1.96% | 2.12% | 199 | -906 | -2.3% | Q4 2025 | Feb 11, 2026 |
| Tarbox Family Office, Inc. | History | Reduced | 38,385 | 12,083 | 1.94% | 2.48% | 200 | -16,516 | -30.08% | Q4 2025 | Jan 21, 2026 |
| Private Advisor Group, LLC | History | Added to | 38,203 | 12,026 | 0.06% | 0.06% | 201 | +824 | 2.2% | Q4 2025 | Feb 17, 2026 |
| Plancorp, LLC | History | Reduced | 37,523 | 11,812 | 0.36% | 0.38% | 202 | -1,771 | -4.51% | Q4 2025 | Feb 05, 2026 |
| US BANCORP \DE\ | History | Reduced | 37,507 | 11,808 | 0.01% | 0.01% | 203 | -194 | -0.51% | Q4 2025 | Jan 30, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Reduced | 37,058 | 11,665 | 0.74% | 0.75% | 204 | -105 | -0.28% | Q4 2025 | Jan 23, 2026 |
| WHITTIER TRUST CO | History | Reduced | 36,532 | 11,662 | 0.13% | 0.13% | 205 | -598 | -1.61% | Q4 2025 | Jan 26, 2026 |
| Continuum Advisory, LLC | History | Reduced | 36,862 | 11,604 | 1.16% | 1.2% | 206 | -153 | -0.41% | Q4 2025 | Feb 11, 2026 |
| Capital Planning LLC | History | Added to | 36,587 | 11,531 | 3.23% | 3.18% | 207 | +1,200 | 3.39% | Q4 2025 | Jan 23, 2026 |
| Wedmont Private Capital | History | Added to | 36,185 | 11,514 | 0.4% | 0.41% | 208 | +103 | 0.29% | Q4 2025 | Jan 08, 2026 |
| Idaho Trust Co | History | Reduced | 36,499 | 11,489 | 3.81% | 4.46% | 209 | -6,494 | -15.1% | Q4 2025 | Feb 05, 2026 |
| Balentine LLC | History | Reduced | 35,967 | 11,322 | 0.43% | 1.4% | 210 | -87,691 | -70.91% | Q4 2025 | Feb 02, 2026 |
| BIP Wealth, LLC | History | Reduced | 35,374 | 11,135 | 0.39% | 0.54% | 211 | -323 | -0.9% | Q4 2025 | Jan 21, 2026 |
| Gibson Capital, LLC | History | No change | 35,294 | 11,110 | 2.04% | 2.0% | 212 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| TBH Global Asset Management, LLC | History | New | 53,552 | 11,084 | 1.85% | — | 213 | +53,552 | New | Q4 2025 | Jan 29, 2026 |
| Ledyard National Bank | History | Reduced | 34,721 | 10,930 | 0.94% | 1.0% | 214 | -1,558 | -4.29% | Q4 2025 | Jan 21, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 34,487 | 10,856 | 0.48% | 0.51% | 215 | -5,325 | -13.38% | Q4 2025 | Feb 17, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Reduced | 33,395 | 10,512 | 0.81% | 0.73% | 216 | -179 | -0.53% | Q4 2025 | Jan 23, 2026 |
| Downshift Financial, LLC | History | New | 33,602 | 10,449 | 6.44% | — | 217 | +33,602 | New | Q4 2025 | Mar 11, 2026 |
| NORTHEAST INVESTMENT MANAGEMENT | History | Reduced | 32,990 | 10,385 | 0.41% | 0.42% | 218 | -1,110 | -3.26% | Q4 2025 | Feb 04, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 32,970 | 10,379 | 0.12% | 0.12% | 219 | +21 | 0.06% | Q4 2025 | Jan 20, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 32,727 | 10,302 | 0.14% | 0.14% | 220 | +428 | 1.33% | Q4 2025 | Jan 30, 2026 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | History | Added to | 31,243 | 9,835 | 3.29% | 3.23% | 221 | +890 | 2.93% | Q4 2025 | Jan 22, 2026 |
| Tortoise Investment Management, LLC | History | Added to | 30,753 | 9,681 | 0.85% | 0.83% | 222 | +340 | 1.12% | Q4 2025 | Feb 06, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 30,557 | 9,619 | 0.29% | 0.28% | 223 | +2,400 | 8.52% | Q4 2025 | Feb 13, 2026 |
| MAYPORT, LLC | History | Added to | 30,542 | 9,614 | 1.94% | 1.93% | 224 | +1,569 | 5.42% | Q4 2025 | Jan 21, 2026 |
| Merit Financial Group, LLC | History | Added to | 29,941 | 9,425 | 0.08% | 0.07% | 225 | +3,759 | 14.36% | Q4 2025 | Jan 26, 2026 |
| NWAM LLC | History | Reduced | 29,598 | 9,347 | 0.52% | 0.5% | 226 | -495 | -1.64% | Q4 2025 | Feb 04, 2026 |
| Ironwood Financial, llc | History | Added to | 28,362 | 9,093 | 1.54% | 1.5% | 227 | +851 | 3.09% | Q4 2025 | Jan 15, 2026 |
| Novak & Powell Financial Services, Inc. | History | Reduced | 28,641 | 9,016 | 4.7% | 4.73% | 228 | -560 | -1.92% | Q4 2025 | Feb 10, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 28,451 | 8,956 | 0.0% | 0.0% | 229 | +1,505 | 5.59% | Q4 2025 | Feb 12, 2026 |
| Beacon Capital Management, LLC | History | Reduced | 28,090 | 8,842 | 1.37% | 1.3% | 230 | -1,600 | -5.39% | Q4 2025 | Feb 13, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 27,916 | 8,787 | 0.03% | 0.03% | 231 | -3 | -0.01% | Q4 2025 | Feb 06, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | Reduced | 27,912 | 8,786 | 0.56% | 0.59% | 232 | -146 | -0.52% | Q4 2025 | Jan 20, 2026 |
| Orin Green Financial, LLC | History | Reduced | 27,906 | 8,784 | 3.51% | 3.61% | 233 | -1,448 | -4.93% | Q4 2025 | Feb 06, 2026 |
| Valeo Financial Advisors, LLC | History | Reduced | 27,524 | 8,664 | 0.19% | 0.19% | 234 | -58 | -0.21% | Q4 2025 | Feb 04, 2026 |
| Redwood Family Wealth LLC | History | New | 27,511 | 8,660 | 8.51% | — | 235 | +27,511 | New | Q4 2025 | Mar 06, 2026 |
| Simmons Bank | History | Reduced | 27,324 | 8,601 | 0.58% | 0.57% | 236 | -344 | -1.24% | Q4 2025 | Feb 05, 2026 |
| SC&H Financial Advisors, Inc. | History | Reduced | 26,846 | 8,451 | 1.31% | 1.75% | 237 | -8,052 | -23.07% | Q4 2025 | Jan 21, 2026 |
| Sherry Group, Inc. | History | New | 26,040 | 8,259 | 8.65% | — | 238 | +26,040 | New | Q4 2025 | Feb 05, 2026 |
| Armbruster Capital Management, Inc. | History | Reduced | 26,192 | 8,245 | 1.38% | 1.38% | 239 | -169 | -0.64% | Q4 2025 | Jan 23, 2026 |
| SageView Advisory Group, LLC | History | Reduced | 26,185 | 8,242 | 0.28% | 0.33% | 240 | -4,874 | -15.69% | Q4 2025 | Feb 17, 2026 |
| CITY HOLDING CO | History | Added to | 26,175 | 8,239 | 1.01% | 0.95% | 241 | +1,750 | 7.16% | Q4 2025 | Jan 22, 2026 |
| World Investment Advisors | History | Added to | 26,108 | 8,218 | 0.13% | 0.16% | 242 | +1,063 | 4.24% | Q4 2025 | Mar 12, 2026 |
| Texas Yale Capital Corp. | History | Added to | 25,756 | 8,107 | 0.25% | 0.25% | 243 | +4 | 0.02% | Q4 2025 | Feb 10, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 48,980 | 8,084 | 0.2% | 0.21% | 244 | +1 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Gradient Capital Advisors, LLC | History | Reduced | 25,323 | 7,971 | 2.05% | 2.23% | 245 | -1,675 | -6.2% | Q4 2025 | Feb 06, 2026 |
| Soundwatch Capital LLC | History | No change | 25,019 | 7,875 | 1.22% | 1.24% | 246 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Glenview Trust Co | History | Reduced | 24,627 | 7,752 | 0.12% | 0.13% | 247 | -2,252 | -8.38% | Q4 2025 | Feb 09, 2026 |
| Savant Capital, LLC | History | Added to | 24,446 | 7,695 | 0.04% | 0.05% | 248 | +147 | 0.6% | Q4 2025 | Feb 10, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | New | 24,356 | 7,667 | 0.28% | — | 249 | +24,356 | New | Q4 2025 | Feb 09, 2026 |
| ASSETMARK, INC | History | Added to | 24,157 | 7,604 | 0.02% | 0.02% | 250 | +1,405 | 6.18% | Q4 2025 | Jan 23, 2026 |
| PATRON PARTNERS, LLC | History | Added to | 24,059 | 7,573 | 3.37% | 3.19% | 251 | +1,217 | 5.33% | Q4 2025 | Feb 11, 2026 |
| CENTRAL TRUST Co | History | Reduced | 23,905 | 7,525 | 0.15% | 0.16% | 252 | -700 | -2.84% | Q4 2025 | Feb 02, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 23,639 | 7,441 | 0.14% | 0.14% | 253 | +456 | 1.97% | Q4 2025 | Feb 12, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 23,389 | 7,363 | 0.35% | 0.32% | 254 | -144 | -0.61% | Q4 2025 | Jan 21, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Reduced | 22,944 | 7,222 | 0.5% | 0.53% | 255 | -175 | -0.76% | Q4 2025 | Feb 02, 2026 |
| SAWGRASS ASSET MANAGEMENT LLC | History | No change | 22,925 | 7,216 | 0.9% | 0.87% | 256 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Clarius Group, LLC | History | Reduced | 22,901 | 7,209 | 0.41% | 0.42% | 257 | -130 | -0.56% | Q4 2025 | Jan 14, 2026 |
| Sage Financial Management Group, Inc. | History | Added to | 22,845 | 7,191 | 2.2% | 2.23% | 258 | +112 | 0.49% | Q4 2025 | Feb 05, 2026 |
| Prime Buchholz LLC | History | Reduced | 22,532 | 7,093 | 4.21% | 6.59% | 259 | -16,407 | -42.14% | Q4 2025 | Feb 11, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 22,449 | 7,067 | 0.04% | 0.04% | 260 | -1,420 | -5.95% | Q4 2025 | Jan 29, 2026 |
| N.E.W. Advisory Services LLC | History | New | 22,396 | 7,050 | 0.52% | — | 261 | +22,396 | New | Q4 2025 | Jan 28, 2026 |
| Marietta Wealth Management, LLC | History | Reduced | 22,379 | 7,044 | 0.81% | 0.85% | 262 | -317 | -1.4% | Q4 2025 | Jan 28, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 22,350 | 7,035 | 0.08% | 0.08% | 263 | -595 | -2.59% | Q4 2025 | Jan 21, 2026 |
| Kendall Capital Management | History | No change | 22,069 | 6,947 | 1.45% | 1.53% | 264 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Red Wave Investments LLC | History | Added to | 21,857 | 6,880 | 2.05% | 2.06% | 265 | +77 | 0.35% | Q4 2025 | Feb 06, 2026 |
| Pioneer Wealth Management Group | History | Reduced | 21,729 | 6,840 | 2.08% | 2.18% | 266 | -212 | -0.97% | Q4 2025 | Jan 12, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Added to | 21,672 | 6,822 | 0.36% | 0.35% | 267 | +309 | 1.45% | Q4 2025 | Feb 11, 2026 |
| McAdam, LLC | History | Reduced | 21,318 | 6,710 | 0.31% | 0.33% | 268 | -395 | -1.82% | Q4 2025 | Feb 13, 2026 |
| May Barnhard Investments LLC | History | Added to | 21,280 | 6,698 | 3.17% | 2.88% | 269 | +1,105 | 5.48% | Q4 2025 | Jan 28, 2026 |
| Cascade Financial Partners, LLC | History | Reduced | 20,958 | 6,597 | 0.67% | 0.76% | 270 | -561 | -2.61% | Q4 2025 | Feb 06, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Reduced | 20,535 | 6,464 | 0.65% | 0.69% | 271 | -978 | -4.55% | Q4 2025 | Jan 27, 2026 |
| Human Investing LLC | History | Added to | 20,496 | 6,452 | 0.91% | 0.87% | 272 | +1,260 | 6.55% | Q4 2025 | Jan 27, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Added to | 20,265 | 6,379 | 0.57% | 0.64% | 273 | +116 | 0.58% | Q4 2025 | Jan 30, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 20,255 | 6,376 | 0.09% | 0.08% | 274 | +47 | 0.23% | Q4 2025 | Feb 02, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 20,200 | 6,358 | 0.0% | 0.0% | 275 | -2,798 | -12.17% | Q4 2025 | Feb 17, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 20,066 | 6,316 | 0.2% | 0.2% | 276 | -514 | -2.5% | Q4 2025 | Jan 06, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 19,866 | 6,253 | 0.13% | 0.07% | 277 | +9,528 | 92.16% | Q4 2025 | Feb 05, 2026 |
| INTRUST BANK NA | History | Reduced | 19,497 | 6,137 | 0.51% | 0.52% | 278 | -862 | -4.23% | Q4 2025 | Feb 06, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 19,468 | 6,128 | 0.3% | 0.34% | 279 | +1,332 | 7.34% | Q4 2025 | Jan 28, 2026 |
| Ifrah Financial Services, Inc. | History | Reduced | 19,213 | 6,048 | 1.55% | 1.56% | 280 | -301 | -1.54% | Q4 2025 | Jan 22, 2026 |
| Black Diamond Financial, LLC | History | Reduced | 19,145 | 6,026 | 0.64% | 0.68% | 281 | -637 | -3.22% | Q4 2025 | Feb 03, 2026 |
| Battery Global Advisors, LLC | History | Added to | 12,241 | 5,971 | 2.77% | 0.71% | 282 | +7,361 | 150.84% | Q4 2025 | Feb 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 18,856 | 5,935 | 0.12% | 0.12% | 283 | +2,212 | 13.29% | Q4 2025 | Feb 09, 2026 |
| Fairway Wealth LLC | History | Reduced | 18,766 | 5,907 | 1.59% | 1.94% | 284 | -3,693 | -16.44% | Q4 2025 | Jan 28, 2026 |
| SIMON QUICK ADVISORS, LLC | History | No change | 18,694 | 5,884 | 0.26% | 0.26% | 285 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| COMMERCE BANK | History | Reduced | 18,595 | 5,853 | 0.03% | 0.03% | 286 | -55 | -0.29% | Q4 2025 | Feb 13, 2026 |
| Compound Planning, Inc. | History | Added to | 18,500 | 5,823 | 0.17% | 0.18% | 287 | +292 | 1.6% | Q4 2025 | Feb 19, 2026 |
| Bawa N Mallick Trust | History | No change | 18,500 | 5,823 | 2.16% | 2.15% | 288 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 18,429 | 5,800 | 0.04% | 0.02% | 289 | +6,033 | 48.67% | Q4 2025 | Jan 27, 2026 |
| Vontobel Holding Ltd. | History | Reduced | 18,380 | 5,786 | 0.02% | 0.02% | 290 | -164 | -0.88% | Q4 2025 | Feb 13, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | Added to | 18,281 | 5,754 | 1.21% | 1.3% | 291 | +2,093 | 12.93% | Q4 2025 | Feb 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 18,136 | 5,709 | 0.03% | 0.03% | 292 | +84 | 0.47% | Q4 2025 | Feb 11, 2026 |
| Excelsior Advisor Network LLC | History | New | 18,083 | 5,692 | 2.77% | — | 293 | +18,083 | New | Q4 2025 | Feb 13, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 17,799 | 5,603 | 0.11% | 0.11% | 294 | -759 | -4.09% | Q4 2025 | Feb 05, 2026 |
| One Capital Management, LLC | History | Reduced | 17,786 | 5,599 | 0.17% | 0.18% | 295 | -264 | -1.46% | Q4 2025 | Feb 10, 2026 |
| Riverview Trust Co | History | No change | 17,649 | 5,555 | 6.69% | 6.56% | 296 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 17,370 | 5,468 | 0.07% | 0.1% | 297 | +413 | 2.44% | Q4 2025 | Feb 06, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 17,016 | 5,356 | 0.06% | 0.06% | 298 | -714 | -4.03% | Q4 2025 | Jan 13, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Reduced | 16,897 | 5,319 | 0.34% | 0.35% | 299 | -304 | -1.77% | Q4 2025 | Jan 26, 2026 |
| Objective Capital Management, LLC | History | Added to | 16,580 | 5,219 | 5.31% | 5.28% | 300 | +3 | 0.02% | Q4 2025 | Feb 04, 2026 |
| Warwick Investment Management, Inc. | History | Reduced | 16,403 | 5,163 | 0.8% | 0.88% | 301 | -86 | -0.52% | Q4 2025 | Jan 15, 2026 |
| PDS Planning, Inc | History | Reduced | 16,393 | 5,160 | 0.34% | 0.35% | 302 | -122 | -0.74% | Q4 2025 | Jan 26, 2026 |
| Apella Capital, LLC | History | Reduced | 16,376 | 5,155 | 0.1% | 0.11% | 303 | -112 | -0.68% | Q4 2025 | Jan 21, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Reduced | 16,354 | 5,148 | 0.09% | 0.1% | 304 | -54 | -0.33% | Q4 2025 | Jan 23, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 16,328 | 5,140 | 0.31% | 0.32% | 305 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 16,148 | 5,083 | 0.24% | 0.24% | 306 | +316 | 2.0% | Q4 2025 | Feb 13, 2026 |
| Transcendent Capital Group LLC | History | Reduced | 16,147 | 5,083 | 2.3% | 2.25% | 307 | -185 | -1.13% | Q4 2025 | Jan 26, 2026 |
| Pitcairn Wealth Advisors LLC | History | New | 16,112 | 5,072 | 0.46% | — | 308 | +16,112 | New | Q4 2025 | Feb 13, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 16,064 | 5,057 | 0.26% | 0.27% | 309 | +281 | 1.78% | Q4 2025 | Mar 04, 2026 |
| CITIGROUP INC | History | Reduced | 16,018 | 5,042 | 0.0% | 0.0% | 310 | -3,898 | -19.57% | Q4 2025 | Feb 13, 2026 |
| GLENMEDE TRUST CO NA | History | New | 15,973 | 5,028 | 0.02% | — | 311 | +15,973 | New | Q4 2025 | Feb 17, 2026 |
| EP Wealth Advisors, LLC | History | New | 15,971 | 5,027 | 0.03% | — | 312 | +15,971 | New | Q4 2025 | Feb 18, 2026 |
| BLB&B Advisors, LLC | History | Added to | 15,963 | 5,025 | 0.21% | 0.2% | 313 | +974 | 6.5% | Q4 2025 | Jan 26, 2026 |
| WASHINGTON TRUST Co | History | No change | 15,955 | 5,022 | 0.16% | 0.16% | 314 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Brooklyn FI, LLC | History | Added to | 15,939 | 5,017 | 1.07% | 0.9% | 315 | +2,944 | 22.65% | Q4 2025 | Jan 21, 2026 |
| Glassman Wealth Services | History | Reduced | 15,713 | 4,946 | 0.67% | 0.7% | 316 | -576 | -3.54% | Q4 2025 | Jan 28, 2026 |
| Tumwater Wealth Management, LLC | History | No change | 15,693 | 4,940 | 2.01% | 2.15% | 317 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| IFG Advisory, LLC | History | Reduced | 15,609 | 4,913 | 0.21% | 0.23% | 318 | -824 | -5.01% | Q4 2025 | Feb 10, 2026 |
| Infinity Wealth Counsel, LLC | History | Reduced | 15,572 | 4,902 | 4.47% | 4.89% | 319 | -822 | -5.01% | Q4 2025 | Jan 15, 2026 |
| Johnson Wealth Management, LLC | History | New | 15,355 | 4,833 | 2.4% | — | 320 | +15,355 | New | Q4 2025 | Feb 11, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 16,558 | 4,783 | 0.12% | 0.1% | 321 | +336 | 2.07% | Q4 2025 | Feb 11, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 15,104 | 4,754 | 0.07% | 0.07% | 322 | +943 | 6.66% | Q4 2025 | Feb 09, 2026 |
| FC Advisory LLC | History | Reduced | 15,087 | 4,749 | 1.36% | 1.38% | 323 | -279 | -1.82% | Q4 2025 | Jan 13, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Added to | 14,971 | 4,713 | 0.22% | 0.23% | 324 | +916 | 6.52% | Q4 2025 | Jan 12, 2026 |
| WATERSHED PRIVATE WEALTH LLC | History | Reduced | 14,680 | 4,621 | 1.39% | 1.43% | 325 | -32 | -0.22% | Q4 2025 | Jan 23, 2026 |
| ATLas Financial Planning LLC | History | New | 14,620 | 4,602 | 4.52% | — | 326 | +14,620 | New | Q4 2025 | Feb 17, 2026 |
| Summit Trail Advisors, LLC | History | Reduced | 14,617 | 4,601 | 0.08% | 0.13% | 327 | -14,841 | -50.38% | Q4 2025 | Feb 17, 2026 |
| PCG Wealth Advisors, LLC | History | Added to | 14,555 | 4,581 | 1.3% | 1.18% | 328 | +1,387 | 10.53% | Q4 2025 | Feb 05, 2026 |
| ASPIRIANT, LLC | History | Reduced | 14,444 | 4,546 | 0.13% | 0.14% | 329 | -236 | -1.61% | Q4 2025 | Jan 20, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | New | 14,326 | 4,544 | 0.13% | — | 330 | +14,326 | New | Q4 2025 | Feb 13, 2026 |
| OBSIDIAN CIO, LLC | History | Reduced | 14,316 | 4,506 | 6.67% | 6.33% | 331 | -142,512 | -90.87% | Q4 2025 | Feb 18, 2026 |
| Elevation Capital Advisory, LLC | History | New | 14,289 | 4,498 | 1.84% | — | 332 | +14,289 | New | Q4 2025 | Jan 26, 2026 |
| Caprock Group, LLC | History | Reduced | 14,206 | 4,472 | 0.09% | 0.11% | 333 | -189 | -1.31% | Q4 2025 | Jan 28, 2026 |
| Evercore Wealth Management, LLC | History | Reduced | 14,100 | 4,438 | 0.07% | 0.06% | 334 | -62 | -0.44% | Q4 2025 | Feb 17, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | No change | 14,040 | 4,419 | 0.51% | 0.55% | 335 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Financial Connections Group, Inc. | History | Reduced | 13,968 | 4,397 | 1.51% | 1.68% | 336 | -17 | -0.12% | Q4 2025 | Jan 23, 2026 |
| SWP FINANCIAL LLC | History | Reduced | 13,822 | 4,351 | 2.18% | 2.18% | 337 | -115 | -0.83% | Q4 2025 | Jan 16, 2026 |
| INTERACTIVE FINANCIAL ADVISORS, INC. | History | Reduced | 13,674 | 4,304 | 2.78% | 2.48% | 338 | -1,204 | -8.09% | Q4 2025 | Feb 09, 2026 |
| Adams Wealth Management | History | Reduced | 13,348 | 4,201 | 0.9% | 0.93% | 339 | -762 | -5.4% | Q4 2025 | Feb 18, 2026 |
| CacheTech Inc. | History | Reduced | 13,348 | 4,201 | 0.78% | 0.87% | 340 | -762 | -5.4% | Q4 2025 | Feb 18, 2026 |
| SoundView Advisors Inc. | History | New | 13,010 | 4,095 | 1.43% | — | 341 | +13,010 | New | Q4 2025 | Feb 06, 2026 |
| Gainplan LLC | History | Reduced | 12,768 | 4,019 | 1.51% | 1.71% | 342 | -337 | -2.57% | Q4 2025 | Jan 23, 2026 |
| FIDUCIENT ADVISORS LLC | History | Reduced | 12,715 | 4,002 | 0.5% | 0.49% | 343 | -891 | -6.55% | Q4 2025 | Feb 10, 2026 |
| Evanson Asset Management, LLC | History | Added to | 12,592 | 3,964 | 0.21% | 0.22% | 344 | +83 | 0.66% | Q4 2025 | Jan 12, 2026 |
| Trust Co | History | Added to | 12,548 | 3,950 | 0.37% | 0.07% | 345 | +10,334 | 466.76% | Q4 2025 | Jan 15, 2026 |
| RCW Management, LLC | History | New | 12,512 | 3,939 | 3.98% | — | 346 | +12,512 | New | Q4 2025 | Jan 30, 2026 |
| Bragg Financial Advisors, Inc | History | Reduced | 12,477 | 3,927 | 0.13% | 0.13% | 347 | -348 | -2.71% | Q4 2025 | Feb 13, 2026 |
| Topel & Distasi Wealth Management, LLC | History | Reduced | 12,415 | 3,908 | 1.91% | 1.98% | 348 | -613 | -4.71% | Q4 2025 | Feb 09, 2026 |
| Financial Insights, Inc. | History | Reduced | 12,365 | 3,892 | 1.3% | 1.27% | 349 | -113 | -0.91% | Q4 2025 | Mar 31, 2026 |
| Roundview Capital LLC | History | Added to | 12,303 | 3,872 | 0.24% | 0.23% | 350 | +675 | 5.8% | Q4 2025 | Feb 09, 2026 |
| Beaumont Financial Advisors, LLC | History | Added to | 12,146 | 3,823 | 0.25% | 0.24% | 351 | +326 | 2.76% | Q4 2025 | Jan 16, 2026 |
| Zhang Financial LLC | History | Added to | 12,089 | 3,805 | 0.14% | 0.15% | 352 | +8 | 0.07% | Q4 2025 | Feb 10, 2026 |
| SigFig Wealth Management, LLC | History | Reduced | 12,034 | 3,788 | 0.11% | 0.12% | 353 | -182 | -1.49% | Q4 2025 | Jan 16, 2026 |
| SAPIENT CAPITAL LLC | History | Added to | 11,893 | 3,772 | 0.05% | 0.06% | 354 | +130 | 1.11% | Q4 2025 | Feb 05, 2026 |
| Wilmington Savings Fund Society, FSB | History | Reduced | 11,931 | 3,755 | 0.09% | 0.09% | 355 | -96 | -0.8% | Q4 2025 | Feb 12, 2026 |
| ATTICUS WEALTH MANAGEMENT, LLC | History | Reduced | 11,874 | 3,737 | 0.92% | 0.93% | 356 | -42 | -0.35% | Q4 2025 | Feb 09, 2026 |
| PCA Investment Advisory Services Inc. | History | Added to | 11,830 | 3,724 | 1.3% | 1.28% | 357 | +611 | 5.45% | Q4 2025 | Feb 10, 2026 |
| Kelman-Lazarov, Inc. | History | Added to | 11,767 | 3,704 | 0.53% | 0.29% | 358 | +5,319 | 82.49% | Q4 2025 | Jan 26, 2026 |
| Capital Squared Financial LLC | History | Reduced | 11,736 | 3,694 | 2.88% | 3.18% | 359 | -187 | -1.57% | Q4 2025 | Apr 17, 2026 |
| Royal Fund Management, LLC | History | Added to | 11,676 | 3,680 | 0.33% | 0.3% | 360 | +3,571 | 44.06% | Q4 2025 | Jan 15, 2026 |
| Coppell Advisory Solutions LLC | History | Reduced | 11,522 | 3,654 | 0.36% | 0.38% | 361 | -38 | -0.33% | Q4 2025 | Feb 17, 2026 |
| FORTEM FINANCIAL GROUP, LLC | History | No change | 11,591 | 3,648 | 0.98% | 1.02% | 362 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 11,496 | 3,618 | 0.21% | 0.19% | 363 | +2,209 | 23.79% | Q4 2025 | Feb 10, 2026 |
| ARK & TLK INVESTMENTS, LLC | History | Reduced | 11,457 | 3,606 | 0.99% | 1.14% | 364 | -252 | -2.15% | Q4 2025 | Feb 10, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Reduced | 11,435 | 3,599 | 0.2% | 0.2% | 365 | -4 | -0.03% | Q4 2025 | Jan 13, 2026 |
| SouthState Bank Corp | History | Reduced | 11,351 | 3,573 | 0.16% | 0.16% | 366 | -8 | -0.07% | Q4 2025 | Feb 11, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 11,317 | 3,563 | 0.03% | 0.03% | 367 | -68 | -0.6% | Q4 2025 | Jan 05, 2026 |
| DAHRING {-} CUSMANO LLC | History | Added to | 11,103 | 3,495 | 2.43% | 2.45% | 368 | +107 | 0.97% | Q4 2025 | Feb 05, 2026 |
| Savvy Advisors, Inc. | History | Added to | 11,070 | 3,484 | 0.11% | 0.15% | 369 | +743 | 7.19% | Q4 2025 | Jan 20, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Added to | 11,019 | 3,468 | 0.38% | 0.38% | 370 | +25 | 0.23% | Q4 2025 | Jan 20, 2026 |
| Lifeworks Advisors, LLC | History | Added to | 11,011 | 3,466 | 0.45% | 0.34% | 371 | +2,651 | 31.71% | Q4 2025 | Feb 13, 2026 |
| Mathes Company, Inc. | History | No change | 10,961 | 3,451 | 1.23% | 1.21% | 372 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| L.K. Benson & Company, P.C. | History | Added to | 10,830 | 3,409 | 1.71% | 1.68% | 373 | +697 | 6.88% | Q4 2025 | Feb 06, 2026 |
| Caitlin John, LLC | History | Reduced | 10,773 | 3,391 | 2.22% | 2.68% | 374 | -1,729 | -13.83% | Q4 2025 | Feb 18, 2026 |
| Obermeyer Wealth Partners | History | Added to | 10,535 | 3,316 | 0.15% | 0.15% | 375 | +46 | 0.44% | Q4 2025 | Jan 29, 2026 |
| Global Retirement Partners, LLC | History | Added to | 10,522 | 3,312 | 0.06% | 0.06% | 376 | +1,162 | 12.41% | Q4 2025 | Feb 06, 2026 |
| NORTHSTAR ASSET MANAGEMENT Co | History | Reduced | 10,520 | 3,311 | 0.7% | 0.7% | 377 | -10 | -0.09% | Q4 2025 | Jan 27, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | No change | 10,393 | 3,271 | 0.05% | 0.05% | 378 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Added to | 10,338 | 3,254 | 0.27% | 0.24% | 379 | +18 | 0.17% | Q4 2025 | Feb 17, 2026 |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | History | Reduced | 10,255 | 3,228 | 0.24% | 0.22% | 380 | -459 | -4.28% | Q4 2025 | Jan 23, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 10,209 | 3,213 | 0.08% | 0.08% | 381 | -64 | -0.62% | Q4 2025 | Jan 29, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 10,100 | 3,179 | 0.05% | 0.05% | 382 | -223 | -2.16% | Q4 2025 | Feb 12, 2026 |
| Krilogy Financial LLC | History | Added to | 9,913 | 3,165 | 0.11% | 0.11% | 383 | +219 | 2.26% | Q4 2025 | Jan 27, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 9,963 | 3,136 | 0.02% | 0.02% | 384 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Astra Wealth Partners LLC | History | Reduced | 9,932 | 3,126 | 1.84% | 2.08% | 385 | -201 | -1.98% | Q4 2025 | Feb 02, 2026 |
| Alley Investment Management Company, LLC | History | No change | 9,729 | 3,062 | 0.36% | 0.35% | 386 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| William Mack & Associates, Inc. | History | Added to | 9,721 | 3,060 | 1.44% | 1.61% | 388 | +10 | 0.1% | Q4 2025 | Feb 09, 2026 |
| Financial Alternatives, Inc | History | No change | 9,723 | 3,060 | 1.78% | 1.81% | 387 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Sculati Wealth Management, LLC | History | Reduced | 9,656 | 3,039 | 1.07% | 1.51% | 390 | -4,277 | -30.7% | Q4 2025 | Feb 05, 2026 |
| Freestone Capital Holdings, LLC | History | Reduced | 9,654 | 3,039 | 0.09% | 0.09% | 389 | -130 | -1.33% | Q4 2025 | Jan 23, 2026 |
| Charles Schwab Trust Co | History | No change | 9,591 | 3,019 | 0.2% | 0.2% | 391 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 9,562 | 3,009 | 0.03% | 0.05% | 392 | +223 | 2.39% | Q4 2025 | Jan 29, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 9,492 | 2,988 | 0.0% | 0.0% | 393 | -454 | -4.56% | Q4 2025 | Feb 13, 2026 |
| Financial Planning Fort Collins, LLC | History | New | 9,435 | 2,970 | 2.61% | — | 394 | +9,435 | New | Q4 2025 | Feb 18, 2026 |
| Glass Jacobson Investment Advisors llc | History | Reduced | 9,431 | 2,968 | 1.07% | 1.23% | 396 | -1,661 | -14.97% | Q4 2025 | Jan 22, 2026 |
| BESSEMER GROUP INC | History | No change | 9,427 | 2,968 | 0.0% | 0.0% | 395 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 9,407 | 2,961 | 0.02% | 0.02% | 397 | +8 | 0.09% | Q4 2025 | Feb 12, 2026 |
| Meramec Financial Planners, LLC | History | New | 9,183 | 2,916 | 1.14% | — | 398 | +9,183 | New | Q4 2025 | Feb 10, 2026 |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | History | New | 9,209 | 2,899 | 2.72% | — | 399 | +9,209 | New | Q4 2025 | Feb 02, 2026 |
| BOSTON FAMILY OFFICE LLC | History | Reduced | 9,166 | 2,885 | 0.18% | 0.18% | 400 | -174 | -1.86% | Q4 2025 | Feb 13, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Reduced | 9,156 | 2,882 | 0.04% | 0.04% | 401 | -17 | -0.19% | Q4 2025 | Feb 10, 2026 |
| Edge Financial Advisors LLC | History | Reduced | 9,132 | 2,874 | 1.21% | 1.27% | 402 | -93 | -1.01% | Q4 2025 | Jan 28, 2026 |
| Wiser Wealth Management, Inc | History | Reduced | 9,115 | 2,869 | 0.64% | 0.64% | 403 | -8 | -0.09% | Q4 2025 | Jan 12, 2026 |
| Fortitude Advisory Group L.L.C. | History | Reduced | 9,050 | 2,848 | 1.21% | 1.52% | 404 | -118 | -1.29% | Q4 2025 | Feb 13, 2026 |
| Blankinship & Foster, LLC | History | Added to | 9,002 | 2,833 | 0.61% | 0.61% | 405 | +3 | 0.03% | Q4 2025 | Jan 23, 2026 |
| Pinnacle Financial Group, LLC / IL | History | Reduced | 8,997 | 2,832 | 0.82% | 0.86% | 407 | -205 | -2.23% | Q4 2025 | Feb 05, 2026 |
| YHB Investment Advisors, Inc. | History | Reduced | 8,998 | 2,832 | 0.2% | 0.2% | 406 | -58 | -0.64% | Q4 2025 | Jan 16, 2026 |
| McClarren Financial Advisors, Inc. | History | Reduced | 3,186 | 2,831 | 1.69% | 1.74% | 408 | -5,904 | -64.95% | Q4 2025 | Jan 13, 2026 |
| AMG National Trust Bank | History | Added to | 8,958 | 2,819 | 0.07% | 0.07% | 409 | +2 | 0.02% | Q4 2025 | Jan 30, 2026 |
| Prospera Financial Services Inc | History | Reduced | 8,939 | 2,816 | 0.05% | 0.05% | 410 | -795 | -8.17% | Q4 2025 | Feb 09, 2026 |
| Franklin, Parlapiano, Turner & Welch, LLC | History | No change | 8,770 | 2,795 | 0.69% | 0.68% | 411 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 8,838 | 2,782 | 0.02% | 0.02% | 412 | -538 | -5.74% | Q4 2025 | Feb 13, 2026 |
| IHT Wealth Management, LLC | History | Added to | 8,834 | 2,781 | 0.07% | 0.07% | 413 | +317 | 3.72% | Q4 2025 | Feb 17, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Reduced | 8,793 | 2,768 | 0.04% | 0.04% | 414 | -116 | -1.3% | Q4 2025 | Jan 22, 2026 |
| UPTICK PARTNERS, LLC | History | Added to | 8,722 | 2,745 | 0.59% | 0.55% | 415 | +1,935 | 28.51% | Q4 2025 | Feb 02, 2026 |
| FIRST COMMUNITY TRUST NA | History | Added to | 8,717 | 2,744 | 2.05% | 1.37% | 416 | +2,957 | 51.34% | Q4 2025 | Jan 16, 2026 |
| Partners in Financial Planning | History | Reduced | 8,673 | 2,730 | 0.46% | 0.47% | 417 | -203 | -2.29% | Q4 2025 | Feb 02, 2026 |
| AE Wealth Management LLC | History | Added to | 8,568 | 2,697 | 0.02% | 0.01% | 418 | +4,478 | 109.49% | Q4 2025 | Jan 26, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 8,469 | 2,681 | 0.0% | 0.0% | 419 | +2,171 | 34.47% | Q4 2025 | Feb 05, 2026 |
| Summit Financial, LLC | History | Reduced | 8,512 | 2,679 | 0.04% | 0.04% | 420 | -146 | -1.69% | Q4 2025 | Feb 13, 2026 |
| Secure Asset Management, LLC | History | Reduced | 8,416 | 2,649 | 0.41% | 0.46% | 421 | -564 | -6.28% | Q4 2025 | Jan 20, 2026 |
| M&T BANK CORP | History | Reduced | 8,280 | 2,606 | 0.01% | 0.01% | 422 | -210 | -2.47% | Q4 2025 | Jan 30, 2026 |
| BLUESTEM FINANCIAL ADVISORS, LLC | History | Reduced | 8,272 | 2,604 | 1.01% | 1.0% | 423 | -41 | -0.49% | Q4 2025 | Jan 21, 2026 |
| Hartmann Taylor Wealth Management, LLC | History | Reduced | 8,096 | 2,548 | 1.72% | 1.91% | 424 | -530 | -6.14% | Q4 2025 | Jan 15, 2026 |
| Waverly Advisors, LLC | History | Added to | 7,965 | 2,507 | 0.02% | 0.02% | 425 | +824 | 11.54% | Q4 2025 | Feb 17, 2026 |
| Empower Advisory Group, LLC | History | Added to | 7,897 | 2,485 | 0.01% | 0.0% | 426 | +2,625 | 49.79% | Q4 2025 | Feb 12, 2026 |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | History | Reduced | 7,879 | 2,480 | 0.39% | 0.39% | 427 | -13 | -0.16% | Q4 2025 | Jan 23, 2026 |
| GW&K Investment Management, LLC | History | No change | 7,867 | 2,477 | 0.02% | 0.02% | 428 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Balanced Rock Investment Advisors LLC | History | Reduced | 7,764 | 2,444 | 1.74% | 1.75% | 429 | -28 | -0.36% | Q4 2025 | Feb 13, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 7,733 | 2,434 | 0.03% | 0.03% | 430 | -1,178 | -13.22% | Q4 2025 | Feb 11, 2026 |
| HOWARD WEALTH MANAGEMENT, LLC | History | Reduced | 7,728 | 2,432 | 1.06% | 1.14% | 431 | -295 | -3.68% | Q4 2025 | Jan 29, 2026 |
| Sand Hill Global Advisors, LLC | History | Reduced | 7,715 | 2,428 | 0.08% | 0.09% | 432 | -223 | -2.81% | Q4 2025 | Feb 12, 2026 |
| Stone Summit Wealth LLC | History | Reduced | 7,707 | 2,426 | 0.66% | 0.7% | 433 | -350 | -4.34% | Q4 2025 | Jan 27, 2026 |
| London & Capital Asset Management Ltd | History | New | 7,678 | 2,416 | 0.02% | — | 434 | +7,678 | New | Q4 2025 | Feb 17, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 7,643 | 2,406 | 0.18% | 0.19% | 435 | -190 | -2.43% | Q4 2025 | Jan 29, 2026 |
| Boston Trust Walden Corp | History | No change | 7,645 | 2,406 | 0.02% | 0.02% | 436 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Athena Investment Management | History | Added to | 7,591 | 2,389 | 1.22% | 1.06% | 437 | +991 | 15.02% | Q4 2025 | Feb 12, 2026 |
| NICOLET BANKSHARES INC | History | Reduced | 7,527 | 2,369 | 0.38% | 0.39% | 438 | -336 | -4.27% | Q4 2025 | Feb 09, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | No change | 7,352 | 2,314 | 0.13% | 0.13% | 439 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Argos Wealth Advisors, LLC | History | New | 7,275 | 2,290 | 0.62% | — | 440 | +7,275 | New | Q4 2025 | Feb 04, 2026 |
| CWM, LLC | History | Added to | 7,268 | 2,288 | 0.01% | 0.01% | 441 | +109 | 1.52% | Q4 2025 | Jan 26, 2026 |
| Sage Mountain Advisors LLC | History | Added to | 7,191 | 2,263 | 0.12% | 0.13% | 442 | +78 | 1.1% | Q4 2025 | Jan 23, 2026 |
| WBH ADVISORY INC | History | Reduced | 7,167 | 2,256 | 0.17% | 0.17% | 443 | -271 | -3.64% | Q4 2025 | Jan 26, 2026 |
| Sequent Asset Management, LLC | History | No change | 7,127 | 2,244 | 1.0% | 1.04% | 444 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| SEI INVESTMENTS CO | History | Added to | 7,117 | 2,240 | 0.0% | 0.0% | 445 | +95 | 1.35% | Q4 2025 | Feb 13, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 7,077 | 2,227 | 0.01% | 0.01% | 446 | -372 | -4.99% | Q4 2025 | Jan 12, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 7,040 | 2,216 | 0.0% | 0.0% | 447 | -1,060 | -13.09% | Q4 2025 | Feb 12, 2026 |
| Great Point Wealth Advisors, LLC | History | Reduced | 7,016 | 2,208 | 0.4% | 0.41% | 448 | -94 | -1.32% | Q4 2025 | Jan 26, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 6,996 | 2,202 | 0.12% | 0.13% | 449 | +30 | 0.43% | Q4 2025 | Jan 26, 2026 |
| Leo Wealth, LLC | History | Added to | 6,989 | 2,200 | 0.16% | 0.06% | 450 | +5,463 | 357.99% | Q4 2025 | Jan 21, 2026 |
| Joel Isaacson & Co., LLC | History | Reduced | 6,972 | 2,194 | 0.07% | 0.08% | 451 | -150 | -2.11% | Q4 2025 | Jan 30, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 6,964 | 2,192 | 0.12% | 0.12% | 452 | -94 | -1.33% | Q4 2025 | Jan 20, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 6,956 | 2,189 | 0.13% | 0.13% | 453 | -325 | -4.46% | Q4 2025 | Jan 30, 2026 |
| Advisory Services Network, LLC | History | Added to | 6,947 | 2,186 | 0.03% | 0.03% | 454 | +248 | 3.7% | Q4 2025 | Feb 17, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 6,897 | 2,171 | 0.07% | 0.06% | 455 | +1,158 | 20.18% | Q4 2025 | Jan 12, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 6,786 | 2,136 | 0.04% | 0.05% | 456 | -267 | -3.79% | Q4 2025 | Feb 06, 2026 |
| Ellenbecker Investment Group | History | Added to | 6,774 | 2,132 | 0.3% | 0.31% | 457 | +32 | 0.47% | Q4 2025 | Jan 30, 2026 |
| Greenspring Advisors, LLC | History | Added to | 6,761 | 2,128 | 0.13% | 0.11% | 458 | +4,777 | 240.78% | Q4 2025 | Feb 10, 2026 |
| S.A. Mason LLC | History | Added to | 6,726 | 2,117 | 0.84% | 0.91% | 459 | +10 | 0.15% | Q4 2025 | Jan 29, 2026 |
| Scott & Selber, Inc. | History | Added to | 6,675 | 2,101 | 0.53% | 0.52% | 460 | +94 | 1.43% | Q4 2025 | Jan 09, 2026 |
| Cassaday & Co Wealth Management LLC | History | Added to | 6,643 | 2,091 | 0.04% | 0.02% | 461 | +3,866 | 139.21% | Q4 2025 | Feb 03, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 6,594 | 2,075 | 1.77% | 1.37% | 462 | +1,620 | 32.57% | Q4 2025 | Jan 26, 2026 |
| STALEY CAPITAL ADVISERS INC | History | Added to | 6,546 | 2,060 | 0.08% | 0.08% | 463 | +95 | 1.47% | Q4 2025 | Feb 05, 2026 |
| Fairman Group, LLC | History | Added to | 6,521 | 2,052 | 1.64% | 1.61% | 464 | +30 | 0.46% | Q4 2025 | Feb 13, 2026 |
| Legacy Advisors, LLC | History | No change | 6,503 | 2,047 | 0.22% | 0.25% | 465 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| SEAMOUNT FINANCIAL GROUP INC | History | Added to | 6,496 | 2,045 | 0.93% | 0.94% | 466 | +63 | 0.98% | Q4 2025 | Jan 26, 2026 |
| KM Capital Management Ltd. | History | Reduced | 6,400 | 2,014 | 1.03% | 0.91% | 467 | -23 | -0.36% | Q4 2025 | Feb 17, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 6,383 | 2,009 | 0.04% | 0.02% | 468 | +2,612 | 69.27% | Q4 2025 | Jan 14, 2026 |
| RTD Financial Advisors, Inc. | History | Reduced | 6,356 | 2,000 | 0.24% | 0.24% | 469 | -104 | -1.61% | Q4 2025 | Jan 27, 2026 |
| INVESTMENT COUNSEL CO OF NEVADA | History | Added to | 6,351 | 1,999 | 4.29% | 3.24% | 470 | +1,186 | 22.96% | Q4 2025 | Feb 13, 2026 |
| Luminist Capital LLC | History | Added to | 6,323 | 1,990 | 2.45% | 1.64% | 471 | +164 | 2.66% | Q4 2025 | Feb 13, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 6,308 | 1,985 | 0.0% | 0.0% | 472 | +3,748 | 146.41% | Q4 2025 | Feb 11, 2026 |
| Ethos Financial Group, LLC | History | Added to | 6,288 | 1,979 | 0.15% | 0.08% | 473 | +3,098 | 97.12% | Q4 2025 | Jan 20, 2026 |
| Legacy Private Trust Co. | History | No change | 6,274 | 1,975 | 0.12% | 0.12% | 474 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| DAVIDSON TRUST CO | History | No change | 6,256 | 1,969 | 0.82% | 0.79% | 475 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| SeaCrest Wealth Management, LLC | History | Reduced | 6,170 | 1,963 | 0.2% | 0.21% | 476 | -331 | -5.09% | Q4 2025 | Jan 12, 2026 |
| Asempa Wealth Advisors | History | New | 6,217 | 1,957 | 1.69% | — | 477 | +6,217 | New | Q4 2025 | Jan 08, 2026 |
| Mustard Seed Financial, LLC | History | Added to | 6,208 | 1,954 | 1.23% | 1.19% | 478 | +187 | 3.11% | Q4 2025 | Jan 23, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 6,095 | 1,918 | 0.09% | 0.08% | 479 | +253 | 4.33% | Q4 2025 | Feb 17, 2026 |
| Berger Financial Group, Inc | History | Reduced | 6,019 | 1,894 | 0.11% | 0.11% | 480 | -208 | -3.34% | Q4 2025 | Jan 27, 2026 |
| DBK Financial Counsel, LLC | History | Reduced | 6,015 | 1,893 | 1.45% | 1.56% | 481 | -25 | -0.41% | Q4 2025 | Jan 26, 2026 |
| UMB Bank, n.a. | History | Added to | 6,009 | 1,891 | 0.03% | 0.0% | 482 | +5,066 | 537.22% | Q4 2025 | Feb 13, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 6,009 | 1,891 | 0.0% | 0.0% | 483 | -12 | -0.2% | Q4 2025 | Feb 13, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 5,987 | 1,884 | 0.11% | 0.1% | 484 | +540 | 9.91% | Q4 2025 | Jan 20, 2026 |
| Net Worth Advisory Group | History | Added to | 5,967 | 1,878 | 0.38% | 0.34% | 485 | +2,148 | 56.25% | Q4 2025 | Jan 14, 2026 |
| Mystic Asset Management, Inc. | History | Reduced | 5,856 | 1,843 | 0.42% | 0.41% | 486 | -30 | -0.51% | Q4 2025 | Jan 28, 2026 |
| CFS Investment Advisory Services, LLC | History | Added to | 5,853 | 1,842 | 0.13% | 0.13% | 487 | +71 | 1.23% | Q4 2025 | Feb 10, 2026 |
| American Investment Services, Inc. | History | Reduced | 5,824 | 1,833 | 0.43% | 0.48% | 488 | -598 | -9.31% | Q4 2025 | Feb 13, 2026 |
| Arkadios Wealth Advisors | History | Added to | 5,814 | 1,830 | 0.04% | 0.04% | 489 | +1,059 | 22.27% | Q4 2025 | Feb 13, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 5,799 | 1,825 | 0.03% | 0.03% | 490 | +774 | 15.4% | Q4 2025 | Jan 13, 2026 |
| Versant Capital Management, Inc | History | Added to | 5,776 | 1,818 | 0.23% | 0.24% | 491 | +2 | 0.03% | Q4 2025 | Jan 08, 2026 |
| Center for Financial Planning, Inc. | History | Added to | 5,774 | 1,817 | 0.19% | 0.19% | 492 | +5 | 0.09% | Q4 2025 | Feb 05, 2026 |
| Van Hulzen Asset Management, LLC | History | Added to | 5,755 | 1,811 | 0.13% | 0.12% | 494 | +345 | 6.38% | Q4 2025 | Feb 06, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 5,755 | 1,811 | 0.45% | 0.45% | 493 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Forum Financial Management, LP | History | Reduced | 5,735 | 1,805 | 0.02% | 0.02% | 495 | -97 | -1.66% | Q4 2025 | Jan 27, 2026 |
| MASECO LLP | History | New | 5,730 | 1,803 | 0.08% | — | 496 | +5,730 | New | Q4 2025 | Jan 22, 2026 |
| ALERUS FINANCIAL NA | History | No change | 5,705 | 1,795 | 0.09% | 0.09% | 497 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 5,699 | 1,794 | 0.0% | 0.0% | 498 | +535 | 10.36% | Q4 2025 | Feb 17, 2026 |
| General Partner, Inc. | History | No change | 5,700 | 1,794 | 1.02% | 0.97% | 499 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| TABR Capital Management, LLC | History | Added to | 5,668 | 1,784 | 1.19% | 1.08% | 500 | +510 | 9.89% | Q4 2025 | Jan 28, 2026 |
| Miller Capital Partners, Inc. | History | New | 5,647 | 1,777 | 0.9% | — | 501 | +5,647 | New | Q4 2025 | Feb 17, 2026 |
| GRANDFIELD & DODD, LLC | History | No change | 5,630 | 1,772 | 0.1% | 0.1% | 502 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Waldron Private Wealth LLC | History | Added to | 5,610 | 1,766 | 0.07% | 0.07% | 503 | +250 | 4.66% | Q4 2025 | Jan 14, 2026 |
| Empirical Asset Management, LLC | History | Added to | 11,837 | 1,761 | 0.5% | 0.47% | 505 | +91 | 0.77% | Q4 2025 | Feb 06, 2026 |
| Dakota Wealth Management | History | No change | 5,597 | 1,761 | 0.03% | 0.03% | 504 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Measured Wealth Private Client Group, LLC | History | Reduced | 5,589 | 1,759 | 0.47% | 0.54% | 506 | -944 | -14.45% | Q4 2025 | Feb 10, 2026 |
| Mutual Advisors, LLC | History | Added to | 5,584 | 1,757 | 0.04% | 0.03% | 507 | +1,868 | 50.27% | Q4 2025 | Feb 02, 2026 |
| Capital Management Associates, Inc | History | No change | 5,581 | 1,756 | 0.39% | 0.46% | 508 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| EnRich Financial Partners LLC | History | Reduced | 5,560 | 1,750 | 0.48% | 0.49% | 509 | -48 | -0.86% | Q4 2025 | Jan 28, 2026 |
| ORSER CAPITAL MANAGEMENT, LLC | History | Reduced | 5,520 | 1,737 | 0.98% | 0.89% | 510 | -5 | -0.09% | Q4 2025 | Jan 12, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 5,442 | 1,727 | 0.04% | 0.04% | 511 | +58 | 1.08% | Q4 2025 | Jan 28, 2026 |
| CIBC Private Wealth Group LLC | History | Reduced | 5,465 | 1,720 | 0.0% | 0.0% | 512 | -726 | -11.73% | Q4 2025 | Feb 12, 2026 |
| REBALANCE, LLC | History | Added to | 5,449 | 1,715 | 0.1% | 0.1% | 513 | +49 | 0.91% | Q4 2025 | Jan 15, 2026 |
| PRIVATE MANAGEMENT GROUP INC | History | Reduced | 5,421 | 1,706 | 0.05% | 0.05% | 514 | -300 | -5.24% | Q4 2025 | Feb 12, 2026 |
| Olistico Wealth, LLC | History | Reduced | 5,393 | 1,697 | 0.83% | 0.89% | 515 | -83 | -1.52% | Q4 2025 | Jan 13, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 5,384 | 1,694 | 0.02% | 0.02% | 516 | -80 | -1.46% | Q4 2025 | Feb 13, 2026 |
| CAHABA WEALTH MANAGEMENT, INC. | History | Added to | 5,373 | 1,691 | 0.12% | 0.12% | 517 | +2 | 0.04% | Q4 2025 | Jan 07, 2026 |
| Composition Wealth, LLC | History | Added to | 5,350 | 1,684 | 0.02% | 0.02% | 518 | +115 | 2.2% | Q4 2025 | Feb 02, 2026 |
| Prosperity Consulting Group, LLC | History | Reduced | 5,341 | 1,681 | 0.08% | 0.09% | 519 | -443 | -7.66% | Q4 2025 | Feb 17, 2026 |
| Pallas Capital Advisors LLC | History | Reduced | 5,321 | 1,675 | 0.06% | 0.06% | 520 | -21 | -0.39% | Q4 2025 | Jan 14, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Reduced | 5,262 | 1,656 | 0.03% | 0.03% | 521 | -158 | -2.92% | Q4 2025 | Feb 10, 2026 |
| Thomasville National Bank | History | Reduced | 5,251 | 1,653 | 0.1% | 0.11% | 522 | -500 | -8.69% | Q4 2025 | Jan 26, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 5,244 | 1,651 | 0.05% | 0.05% | 523 | +89 | 1.73% | Q4 2025 | Feb 12, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 5,222 | 1,643 | 0.06% | 0.09% | 524 | +927 | 21.58% | Q4 2025 | Feb 04, 2026 |
| Cypress Wealth Services, LLC | History | Added to | 5,214 | 1,641 | 0.23% | 0.26% | 525 | +52 | 1.01% | Q4 2025 | Jan 14, 2026 |
| Southland Equity Partners LLC | History | Added to | 5,191 | 1,634 | 0.32% | 0.31% | 526 | +234 | 4.72% | Q4 2025 | Jan 14, 2026 |
| Eagle Strategies LLC | History | Added to | 5,166 | 1,626 | 0.21% | 0.21% | 527 | +184 | 3.69% | Q4 2025 | Jan 23, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 5,155 | 1,622 | 0.03% | 0.04% | 528 | +182 | 3.66% | Q4 2025 | Feb 03, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 5,124 | 1,613 | 0.03% | 0.03% | 529 | +329 | 6.86% | Q4 2025 | Jan 16, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 5,098 | 1,604 | 0.04% | 0.04% | 530 | +15 | 0.3% | Q4 2025 | Feb 17, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | No change | 5,075 | 1,597 | 0.18% | 0.18% | 531 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Calder Financial LLC | History | New | 5,060 | 1,592 | 1.56% | — | 532 | +5,060 | New | Q4 2025 | Jan 23, 2026 |
| Wells Financial Advisors INC | History | Reduced | 5,055 | 1,591 | 3.02% | 4.43% | 533 | -5,690 | -52.95% | Q4 2025 | Feb 02, 2026 |
| Larson Financial Group LLC | History | Reduced | 5,050 | 1,589 | 0.05% | 0.06% | 534 | -450 | -8.18% | Q4 2025 | Feb 06, 2026 |
| Round Rock Advisors LLC | History | Reduced | 5,049 | 1,589 | 0.24% | 0.25% | 535 | -3 | -0.06% | Q4 2025 | Apr 07, 2026 |
| Sloy Dahl & Holst, LLC | History | Added to | 5,018 | 1,579 | 0.19% | 0.11% | 536 | +1,564 | 45.28% | Q4 2025 | Feb 04, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 5,014 | 1,578 | 0.01% | — | 537 | +5,014 | New | Q4 2025 | Feb 18, 2026 |
| Annex Advisory Services, LLC | History | Reduced | 4,988 | 1,570 | 0.03% | 0.03% | 538 | -50 | -0.99% | Q4 2025 | Jan 26, 2026 |
| Quadcap Wealth Management, LLC | History | Added to | 4,971 | 1,564 | 0.18% | 0.18% | 539 | +24 | 0.49% | Q4 2025 | Jan 29, 2026 |
| Pathway Financial Advisors LLC | History | No change | 4,891 | 1,561 | 0.2% | 0.2% | 540 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Wellspring Financial Advisors, LLC | History | Added to | 4,949 | 1,557 | 0.12% | 0.14% | 541 | +15 | 0.3% | Q4 2025 | Feb 11, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 4,945 | 1,556 | 0.03% | 0.03% | 542 | -538 | -9.81% | Q4 2025 | Jan 07, 2026 |
| GSG Advisors LLC | History | Added to | 4,942 | 1,555 | 0.4% | 0.4% | 543 | +35 | 0.71% | Q4 2025 | Jan 08, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 4,933 | 1,553 | 0.22% | 0.22% | 544 | +13 | 0.26% | Q4 2025 | Jan 29, 2026 |
| Dentgroup LLC | History | Reduced | 4,907 | 1,544 | 1.06% | 1.73% | 545 | -3,798 | -43.63% | Q4 2025 | Jan 28, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 4,900 | 1,542 | 0.0% | 0.0% | 546 | -800 | -14.04% | Q4 2025 | Feb 17, 2026 |
| Choate Investment Advisors | History | No change | 4,883 | 1,537 | 0.03% | 0.03% | 547 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 4,869 | 1,532 | 0.06% | 0.06% | 548 | -24 | -0.49% | Q4 2025 | Feb 02, 2026 |
| Manuka Financial, LLC | History | Reduced | 4,837 | 1,522 | 0.94% | 1.06% | 549 | -722 | -12.99% | Q4 2025 | Jan 28, 2026 |
| Lodestone Wealth Management LLC | History | Added to | 4,834 | 1,521 | 0.62% | 0.67% | 550 | +26 | 0.54% | Q4 2025 | Jan 15, 2026 |
| TSFG, LLC | History | Added to | 4,825 | 1,519 | 0.23% | 0.24% | 551 | +2 | 0.04% | Q4 2025 | Feb 04, 2026 |
| VISTA CAPITAL PARTNERS, INC. | History | Reduced | 4,797 | 1,510 | 0.15% | 0.16% | 552 | -311 | -6.09% | Q4 2025 | Feb 02, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | No change | 4,789 | 1,507 | 0.13% | 0.13% | 553 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | Reduced | 4,735 | 1,490 | 0.45% | 0.49% | 554 | -519 | -9.88% | Q4 2025 | Feb 10, 2026 |
| Destiny Wealth Partners, LLC | History | No change | 4,666 | 1,489 | 0.17% | 0.18% | 555 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Midwest Trust Co | History | Reduced | 4,727 | 1,488 | 0.02% | 0.02% | 556 | -412 | -8.02% | Q4 2025 | Feb 04, 2026 |
| WealthCollab, LLC | History | Added to | 4,711 | 1,483 | 0.61% | 0.63% | 557 | +236 | 5.27% | Q4 2025 | Jan 27, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 4,708 | 1,482 | 0.05% | 0.06% | 558 | -159 | -3.27% | Q4 2025 | Feb 04, 2026 |
| Key FInancial Inc | History | Reduced | 4,679 | 1,472 | 0.27% | 0.27% | 559 | -84 | -1.76% | Q4 2025 | Feb 09, 2026 |
| BEARING POINT CAPITAL, LLC | History | Reduced | 4,664 | 1,468 | 0.23% | 0.26% | 560 | -284 | -5.74% | Q4 2025 | Feb 10, 2026 |
| Synergy Financial Group, LTD | History | Reduced | 4,660 | 1,467 | 1.03% | 0.99% | 561 | -125 | -2.61% | Q4 2025 | Feb 17, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 4,654 | 1,465 | 0.05% | 0.05% | 562 | -1 | -0.02% | Q4 2025 | Jan 27, 2026 |
| CWA Asset Management Group, LLC | History | Added to | 4,644 | 1,462 | 0.05% | 0.05% | 563 | +51 | 1.11% | Q4 2025 | Jan 07, 2026 |
| CLUNE & ASSOCIATES, LTD. | History | Added to | 4,641 | 1,460 | 0.32% | 0.33% | 565 | +395 | 9.3% | Q4 2025 | Feb 09, 2026 |
| APPLETON PARTNERS INC/MA | History | Reduced | 4,639 | 1,460 | 0.1% | 0.1% | 564 | -25 | -0.54% | Q4 2025 | Jan 09, 2026 |
| BOKF, NA | History | Reduced | 4,613 | 1,452 | 0.02% | 0.02% | 566 | -65 | -1.39% | Q4 2025 | Feb 03, 2026 |
| Advocate Investing Services LLC | History | New | 4,600 | 1,448 | 1.3% | — | 567 | +4,600 | New | Q4 2025 | Feb 12, 2026 |
| Vise Technologies, Inc. | History | Added to | 4,595 | 1,446 | 0.03% | 0.02% | 568 | +2,478 | 117.05% | Q4 2025 | Feb 11, 2026 |
| Life Planning Partners, Inc | History | Reduced | 4,594 | 1,446 | 1.11% | 1.39% | 569 | -1,584 | -25.64% | Q4 2025 | Jan 16, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | New | 4,580 | 1,441 | 0.19% | — | 570 | +4,580 | New | Q4 2025 | Feb 04, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | New | 4,571 | 1,438 | 0.09% | — | 571 | +4,571 | New | Q4 2025 | Feb 17, 2026 |
| GREENLEAF TRUST | History | No change | 4,541 | 1,429 | 0.01% | 0.01% | 572 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| GenTrust, LLC | History | No change | 4,532 | 1,426 | 0.06% | 0.06% | 573 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| DUTCH ASSET Corp | History | New | 4,513 | 1,421 | 1.09% | — | 574 | +4,513 | New | Q4 2025 | Mar 11, 2026 |
| Next Capital Management LLC | History | No change | 4,509 | 1,419 | 0.45% | 0.46% | 575 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Carnegie Investment Counsel | History | Added to | 4,499 | 1,416 | 0.03% | 0.02% | 576 | +903 | 25.11% | Q4 2025 | Jan 23, 2026 |
| FAS Wealth Partners, Inc. | History | Added to | 4,495 | 1,414 | 0.09% | 0.09% | 577 | +16 | 0.36% | Q4 2025 | Feb 18, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | No change | 4,481 | 1,410 | 0.4% | 0.43% | 578 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Cedarwood Wealth LLC | History | New | 4,398 | 1,404 | 1.56% | — | 579 | +4,398 | New | Q4 2025 | Mar 05, 2026 |
| ANCHOR CAPITAL ADVISORS LLC | History | No change | 4,451 | 1,401 | 0.04% | 0.04% | 580 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Nicholas Hoffman & Company, LLC. | History | Added to | 4,438 | 1,397 | 0.03% | 0.03% | 581 | +231 | 5.49% | Q4 2025 | Feb 02, 2026 |
| Berkshire Money Management, Inc. | History | New | 4,420 | 1,391 | 0.13% | — | 582 | +4,420 | New | Q4 2025 | Jan 27, 2026 |
| MontVue Capital Management, Inc. | History | No change | 4,407 | 1,387 | 0.92% | 0.91% | 583 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Sigma Planning Corp | History | Reduced | 4,389 | 1,381 | 0.04% | 0.04% | 584 | -273 | -5.86% | Q4 2025 | Jan 30, 2026 |
| Ted Buchan & Co | History | Added to | 4,386 | 1,380 | 0.51% | 0.42% | 585 | +897 | 25.71% | Q4 2025 | Feb 11, 2026 |
| STUDIO INVESTMENT MANAGEMENT LLC | History | Added to | 4,324 | 1,361 | 0.25% | 0.2% | 586 | +872 | 25.26% | Q4 2025 | Feb 09, 2026 |
| Bell Investment Advisors, Inc | History | Reduced | 4,310 | 1,356 | 0.21% | 0.23% | 587 | -226 | -4.98% | Q4 2025 | Feb 24, 2026 |
| Arax Advisory Partners | History | New | 4,304 | 1,354 | 0.04% | — | 588 | +4,304 | New | Q4 2025 | Feb 13, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | Reduced | 4,300 | 1,353 | 0.01% | 0.01% | 589 | -700 | -14.0% | Q4 2025 | Feb 09, 2026 |
| Maridea Wealth Management LLC | History | Reduced | 4,294 | 1,351 | 0.2% | 0.22% | 590 | -300 | -6.53% | Q4 2025 | Jan 08, 2026 |
| Rodgers & Associates, LTD | History | No change | 4,237 | 1,333 | 0.13% | 0.13% | 591 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Tenzing Financial LLC | History | New | 4,191 | 1,319 | 1.07% | — | 592 | +4,191 | New | Q4 2025 | Feb 13, 2026 |
| Advisors Capital Management, LLC | History | Added to | 4,159 | 1,309 | 0.02% | 0.01% | 593 | +314 | 8.17% | Q4 2025 | Jan 29, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Reduced | 4,156 | 1,308 | 0.29% | 0.32% | 594 | -163 | -3.77% | Q4 2025 | Jan 09, 2026 |
| Fortis Capital Management LLC | History | Added to | 4,148 | 1,305 | 0.17% | 0.18% | 595 | +35 | 0.85% | Q4 2025 | Feb 13, 2026 |
| PACIFIC FINANCIAL GROUP INC | History | No change | 4,126 | 1,298 | 0.72% | 0.94% | 596 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | History | Added to | 4,084 | 1,297 | 0.19% | 0.2% | 597 | +92 | 2.3% | Q4 2025 | Feb 11, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Reduced | 4,115 | 1,295 | 0.02% | 0.02% | 598 | -311 | -7.03% | Q4 2025 | Feb 09, 2026 |
| FSM Wealth Advisors, LLC | History | Added to | 4,116 | 1,295 | 0.18% | 0.18% | 600 | +18 | 0.44% | Q4 2025 | Jan 23, 2026 |
| Pachira Investments Inc. | History | Added to | 4,116 | 1,295 | 0.63% | 0.71% | 599 | +13 | 0.32% | Q4 2025 | Feb 02, 2026 |
| LEE DANNER & BASS INC | History | Reduced | 4,089 | 1,287 | 0.09% | 0.09% | 601 | -50 | -1.21% | Q4 2025 | Jan 29, 2026 |
| ATALANTA SOSNOFF CAPITAL, LLC | History | Added to | 4,002 | 1,259 | 0.02% | 0.01% | 602 | +1,855 | 86.4% | Q4 2025 | Feb 13, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Added to | 3,951 | 1,243 | 0.04% | 0.04% | 603 | +49 | 1.26% | Q4 2025 | Jan 30, 2026 |
| FIDUCIARY ADVISORS, INC. | History | Added to | 3,918 | 1,233 | 0.94% | 0.97% | 604 | +20 | 0.51% | Q4 2025 | Jan 27, 2026 |
| American Money Management, LLC | History | Reduced | 3,861 | 1,215 | 0.19% | 0.2% | 605 | -106 | -2.67% | Q4 2025 | Feb 10, 2026 |
| Aspen Investment Management Inc | History | Added to | 3,833 | 1,207 | 0.36% | 0.21% | 606 | +2,100 | 121.18% | Q4 2025 | Feb 06, 2026 |
| David J Yvars Group | History | Reduced | 3,801 | 1,196 | 0.64% | 0.64% | 608 | -67 | -1.73% | Q4 2025 | Jan 12, 2026 |
| Seven Post Investment Office LP | History | No change | 3,800 | 1,196 | 0.43% | 0.42% | 607 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Wescott Financial Advisory Group, LLC | History | Added to | 3,786 | 1,191 | 0.1% | 0.1% | 609 | +18 | 0.48% | Q4 2025 | Feb 12, 2026 |
| True North Advisors, LLC | History | New | 3,729 | 1,173 | 0.15% | — | 610 | +3,729 | New | Q4 2025 | Jan 22, 2026 |
| Aspen Wealth Management LLC | History | Added to | 3,723 | 1,171 | 0.25% | 0.25% | 611 | +20 | 0.54% | Q4 2025 | Jan 05, 2026 |
| Madrid Wealth Management, LLC | History | New | 3,717 | 1,170 | 0.95% | — | 612 | +3,717 | New | Q4 2025 | Feb 02, 2026 |
| Abacus Planning Group, Inc. | History | Reduced | 3,712 | 1,168 | 0.16% | 0.16% | 613 | -79 | -2.08% | Q4 2025 | Jan 16, 2026 |
| Austin Wealth Management, LLC | History | Reduced | 3,650 | 1,161 | 0.17% | 0.26% | 614 | -1,766 | -32.61% | Q4 2025 | Jan 26, 2026 |
| ENTREWEALTH, LLC | History | Reduced | 3,650 | 1,159 | 0.52% | 0.86% | 615 | -1,766 | -32.61% | Q4 2025 | Feb 13, 2026 |
| Lutz Financial Services LLC | History | Added to | 3,674 | 1,156 | 0.08% | 0.08% | 616 | +49 | 1.35% | Q4 2025 | Feb 06, 2026 |
| Tranquility Partners, LLC | History | Reduced | 3,661 | 1,152 | 0.41% | 0.38% | 617 | -30 | -0.81% | Q4 2025 | Feb 03, 2026 |
| Berkeley Capital Partners, LLC | History | Reduced | 3,655 | 1,150 | 0.27% | 0.27% | 619 | -66 | -1.77% | Q4 2025 | Feb 05, 2026 |
| Clark Capital Management Group, Inc. | History | No change | 3,654 | 1,150 | 0.01% | 0.01% | 618 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Grandview Asset Management LLC | History | Reduced | 3,624 | 1,140 | 0.31% | 0.33% | 620 | -181 | -4.76% | Q4 2025 | Jan 26, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 3,619 | 1,139 | 0.01% | 0.01% | 621 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | History | Added to | 3,607 | 1,135 | 0.33% | 0.32% | 622 | +20 | 0.56% | Q4 2025 | Feb 12, 2026 |
| UNIQUE WEALTH, LLC | History | Reduced | 3,598 | 1,132 | 0.16% | 0.17% | 623 | -206 | -5.42% | Q4 2025 | Jan 06, 2026 |
| Core Wealth Advisors, Inc. | History | No change | 3,580 | 1,126 | 0.29% | 0.29% | 624 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| High Net Worth Advisory Group LLC | History | Added to | 3,533 | 1,112 | 0.26% | 0.26% | 625 | +76 | 2.2% | Q4 2025 | Jan 23, 2026 |
| LIBERTY SQUARE WEALTH PARTNERS LLC | History | No change | 3,516 | 1,106 | 0.32% | 0.33% | 626 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | Reduced | 3,513 | 1,105 | 0.16% | 0.17% | 627 | -35 | -0.99% | Q4 2025 | Feb 03, 2026 |
| Plum Street Advisors, LLC | History | No change | 3,510 | 1,104 | 0.39% | 0.42% | 628 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| KIRTLAND HILLS CAPITAL MANAGEMENT, LLC | History | No change | 3,489 | 1,098 | 0.38% | 0.42% | 629 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 3,479 | 1,095 | 0.04% | 0.03% | 630 | +55 | 1.61% | Q4 2025 | Jan 09, 2026 |
| KWMG, LLC | History | No change | 3,477 | 1,094 | 0.09% | 0.09% | 631 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | New | 3,466 | 1,091 | 0.18% | — | 633 | +3,466 | New | Q4 2025 | Feb 12, 2026 |
| Marshall Financial Group, LLC | History | Added to | 3,467 | 1,091 | 0.21% | 0.21% | 632 | +18 | 0.52% | Q4 2025 | Jan 09, 2026 |
| WealthTrust Asset Management, LLC | History | Reduced | 3,459 | 1,088 | 0.76% | 0.75% | 634 | -51 | -1.45% | Q4 2025 | Feb 04, 2026 |
| Morton Capital Management LLC/CA | History | No change | 3,445 | 1,084 | 0.17% | 0.17% | 635 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Added to | 3,442 | 1,083 | 0.14% | 0.15% | 636 | +2 | 0.06% | Q4 2025 | Feb 04, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Added to | 3,437 | 1,082 | 0.01% | 0.01% | 637 | +17 | 0.5% | Q4 2025 | Feb 13, 2026 |
| Oakworth Capital, Inc. | History | No change | 3,435 | 1,081 | 0.06% | 0.06% | 638 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Interchange Capital Partners, LLC | History | No change | 3,425 | 1,078 | 0.2% | 0.21% | 639 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| BURLING WEALTH PARTNERS, LLC | History | Added to | 3,411 | 1,073 | 0.17% | 0.13% | 640 | +835 | 32.41% | Q4 2025 | Feb 06, 2026 |
| Spire Wealth Management | History | Added to | 3,385 | 1,065 | 0.04% | 0.04% | 641 | +7 | 0.21% | Q4 2025 | Jan 14, 2026 |
| Trivium Point Advisory, LLC | History | Reduced | 3,356 | 1,056 | 0.11% | 0.11% | 642 | -29 | -0.86% | Q4 2025 | Jan 26, 2026 |
| Essex Bank | History | Added to | 3,349 | 1,054 | 0.23% | 0.05% | 643 | +2,652 | 380.49% | Q4 2025 | Feb 02, 2026 |
| Golden Bell Financial Planning LLC | History | Reduced | 3,347 | 1,053 | 0.88% | 0.96% | 644 | -260 | -7.21% | Q4 2025 | Feb 03, 2026 |
| KW WEALTH MANAGEMENT LLC | History | Added to | 3,330 | 1,048 | 1.59% | 1.72% | 645 | +46 | 1.4% | Q4 2025 | Feb 25, 2026 |
| Essex Financial Services, Inc. | History | Added to | 3,308 | 1,041 | 0.06% | 0.06% | 646 | +130 | 4.09% | Q4 2025 | Feb 10, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 3,297 | 1,037 | 0.02% | 0.02% | 647 | -100 | -2.94% | Q4 2025 | Jan 27, 2026 |
| Breakwater Investment Management | History | No change | 3,280 | 1,032 | 0.37% | 0.37% | 648 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Journey Beyond Wealth, LLC | History | Added to | 3,259 | 1,025 | 0.82% | 0.82% | 649 | +1 | 0.03% | Q4 2025 | Jan 23, 2026 |
| BSW Wealth Partners | History | No change | 3,250 | 1,023 | 0.12% | 0.12% | 650 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Slow Capital, Inc. | History | Reduced | 3,245 | 1,021 | 0.12% | 0.12% | 651 | -98 | -2.93% | Q4 2025 | Jan 26, 2026 |
| PENNINGTON PARTNERS & CO., LLC | History | Reduced | 3,226 | 1,015 | 0.41% | 0.48% | 652 | -30 | -0.92% | Q4 2025 | Feb 17, 2026 |
| Strathmore Capital Advisors, Inc. | History | New | 3,190 | 1,004 | 0.33% | — | 653 | +3,190 | New | Q4 2025 | Feb 13, 2026 |
| Balboa Wealth Partners | History | Added to | 3,187 | 1,003 | 0.17% | 0.16% | 654 | +89 | 2.87% | Q4 2025 | Jan 16, 2026 |
| Sendero Wealth Management, LLC | History | No change | 3,185 | 1,002 | 0.11% | 0.11% | 655 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Keystone Financial Group | History | No change | 3,163 | 995 | 0.07% | 0.07% | 656 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | Reduced | 3,152 | 992 | 0.11% | 0.11% | 657 | -17 | -0.54% | Q4 2025 | Jan 14, 2026 |
| PRIMORIS WEALTH ADVISORS, LLC | History | No change | 3,153 | 992 | 0.59% | 0.62% | 658 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Mayflower Financial Advisors, LLC | History | Added to | 3,145 | 990 | 0.12% | 0.11% | 659 | +181 | 6.11% | Q4 2025 | Jan 13, 2026 |
| Farmers National Bank | History | New | 3,109 | 978 | 0.22% | — | 660 | +3,109 | New | Q4 2025 | Mar 12, 2026 |
| Atwater Malick LLC | History | No change | 3,098 | 975 | 0.27% | 0.28% | 661 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 3,090 | 972 | 0.03% | 0.04% | 662 | -284 | -8.42% | Q4 2025 | Jan 12, 2026 |
| BWM Planning, LLC | History | Reduced | 3,083 | 970 | 0.26% | 0.4% | 663 | -1,304 | -29.72% | Q4 2025 | Jan 14, 2026 |
| Stratos Investment Management, LLC | History | Added to | 3,076 | 968 | 0.04% | 0.04% | 664 | +3 | 0.1% | Q4 2025 | Jan 20, 2026 |
| NorthRock Partners, LLC | History | Added to | 3,074 | 967 | 0.02% | 0.01% | 665 | +974 | 46.38% | Q4 2025 | Feb 17, 2026 |
| Red Door Wealth Management, LLC | History | Added to | 3,068 | 965 | 0.1% | 0.1% | 666 | +12 | 0.39% | Q4 2025 | Jan 20, 2026 |
| Daybright Advisory Services, Inc. | History | New | 3,055 | 961 | 0.26% | — | 667 | +3,055 | New | Q4 2025 | Feb 12, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Added to | 3,051 | 960 | 0.03% | 0.03% | 668 | +57 | 1.9% | Q4 2025 | Feb 13, 2026 |
| Walkner Condon Financial Advisors LLC | History | Reduced | 3,048 | 959 | 0.13% | 0.15% | 669 | -2 | -0.07% | Q4 2025 | Jan 21, 2026 |
| Root Financial Partners, LLC | History | Added to | 3,036 | 955 | 0.05% | 0.06% | 670 | +106 | 3.62% | Q4 2025 | Feb 10, 2026 |
| RCS Financial Planning, LLC | History | No change | 3,027 | 952 | 0.41% | 0.41% | 671 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | No change | 3,011 | 947 | 0.02% | 0.02% | 672 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Jacobi Capital Management LLC | History | No change | 3,009 | 947 | 0.05% | 0.06% | 673 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Compass Ion Advisors, LLC | History | No change | 2,994 | 942 | 0.09% | 0.09% | 674 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Astoria Strategic Wealth, Inc. | History | No change | 2,965 | 933 | 0.23% | 0.23% | 675 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Verdence Capital Advisors LLC | History | Added to | 2,953 | 929 | 0.05% | 0.05% | 676 | +6 | 0.2% | Q4 2025 | Jan 29, 2026 |
| Madison Wealth Partners, Inc | History | Added to | 2,954 | 929 | 0.17% | 0.18% | 677 | +2 | 0.07% | Q4 2025 | Feb 10, 2026 |
| Fee-Only Financial Planning, L.C. | History | No change | 2,925 | 920 | 0.54% | 0.53% | 678 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Western Wealth Management, LLC | History | Reduced | 2,913 | 916 | 0.04% | 0.06% | 679 | -609 | -17.29% | Q4 2025 | Feb 05, 2026 |
| GEN Financial Management, INC. | History | Reduced | 2,904 | 914 | 0.58% | 0.86% | 680 | -317 | -9.84% | Q4 2025 | Jan 15, 2026 |
| Breakwater Capital Group | History | No change | 2,879 | 906 | 0.13% | 0.13% | 681 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Opus Capital Group, LLC | History | Reduced | 2,862 | 901 | 0.1% | 0.1% | 682 | -4 | -0.14% | Q4 2025 | Jan 30, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | New | 2,846 | 895 | 0.11% | — | 684 | +2,846 | New | Q4 2025 | Jan 27, 2026 |
| Fortis Capital Advisors, LLC | History | Reduced | 2,846 | 895 | 0.13% | 0.14% | 683 | -25 | -0.87% | Q4 2025 | Jan 27, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Reduced | 2,840 | 894 | 0.1% | 0.1% | 685 | -95 | -3.24% | Q4 2025 | Feb 18, 2026 |
| Clarity Capital Advisors, LLC | History | Added to | 2,828 | 890 | 0.44% | 0.47% | 686 | +15 | 0.53% | Q4 2025 | Feb 11, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 2,807 | 883 | 0.01% | 0.01% | 687 | +185 | 7.06% | Q4 2025 | Feb 10, 2026 |
| Values Added Financial LLC | History | No change | 2,801 | 881 | 0.37% | 0.38% | 688 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Essex LLC | History | Reduced | 2,787 | 877 | 0.16% | 0.16% | 689 | -144 | -4.91% | Q4 2025 | Jan 20, 2026 |
| Legacy Edge Advisors, LLC | History | New | 2,781 | 875 | 0.1% | — | 690 | +2,781 | New | Q4 2025 | Feb 02, 2026 |
| TRAPHAGEN INVESTMENT ADVISORS LLC | History | Added to | 2,773 | 872 | 0.07% | 0.07% | 691 | +1 | 0.04% | Q4 2025 | Jan 27, 2026 |
| Coastline Trust Co | History | Reduced | 2,763 | 869 | 0.08% | 0.09% | 692 | -13 | -0.47% | Q4 2025 | Jan 05, 2026 |
| Meridian Wealth Advisors, LLC | History | No change | 2,750 | 865 | 0.12% | 0.12% | 693 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| City State Bank | History | Added to | 2,743 | 863 | 0.24% | 0.21% | 694 | +388 | 16.48% | Q4 2025 | Jan 28, 2026 |
| TRUST CO OF VERMONT | History | No change | 2,730 | 859 | 0.04% | 0.04% | 695 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| CGC Financial Services, LLC | History | No change | 2,731 | 859 | 0.23% | 0.23% | 696 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Added to | 2,727 | 858 | 0.01% | 0.01% | 697 | +121 | 4.64% | Q4 2025 | Feb 12, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 2,717 | 855 | 0.01% | 0.01% | 698 | +11 | 0.41% | Q4 2025 | Jan 22, 2026 |
| BAILARD, INC. | History | No change | 2,710 | 853 | 0.02% | 0.02% | 699 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 2,679 | 843 | 0.02% | 0.02% | 700 | +386 | 16.83% | Q4 2025 | Feb 02, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Added to | 2,646 | 832 | 0.02% | 0.02% | 701 | +506 | 23.64% | Q4 2025 | Feb 03, 2026 |
| Goldstein Advisors, LLC | History | No change | 2,628 | 827 | 0.09% | 0.1% | 702 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Rockwood Wealth Management, LLC | History | Reduced | 2,610 | 821 | 0.06% | 0.07% | 703 | -80 | -2.97% | Q4 2025 | Jan 29, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 2,599 | 818 | 0.0% | 0.0% | 704 | -1,523 | -36.95% | Q4 2025 | Feb 17, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | Added to | 2,551 | 817 | 0.06% | 0.06% | 705 | +165 | 6.92% | Q4 2025 | Feb 13, 2026 |
| STEVENS CAPITAL PARTNERS | History | Reduced | 2,595 | 816 | 0.21% | 0.24% | 706 | -37 | -1.41% | Q4 2025 | Jan 27, 2026 |
| LPWM LLC | History | Added to | 2,591 | 815 | 0.21% | 0.21% | 707 | +13 | 0.5% | Q4 2025 | Jan 06, 2026 |
| ANDERSON HOAGLAND & CO | History | No change | 2,584 | 813 | 0.07% | 0.07% | 708 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| CGN Advisors LLC | History | Added to | 2,573 | 809 | 0.06% | 0.06% | 709 | +274 | 11.92% | Q4 2025 | Jan 05, 2026 |
| Embree Financial Group | History | No change | 2,572 | 809 | 0.1% | 0.11% | 710 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| RDA Financial Network | History | Added to | 2,568 | 808 | 0.19% | 0.18% | 711 | +180 | 7.54% | Q4 2025 | Jan 06, 2026 |
| Bay Capital Advisors, LLC | History | Added to | 2,569 | 808 | 0.49% | 0.51% | 712 | +4 | 0.16% | Q4 2025 | Jan 16, 2026 |
| Apollon Financial, LLC | History | No change | 2,563 | 806 | 0.12% | 0.13% | 713 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Sovran Advisors, LLC | History | Reduced | 2,525 | 805 | 0.07% | 0.07% | 714 | -7 | -0.28% | Q4 2025 | Jan 20, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 2,532 | 804 | 0.07% | 0.07% | 715 | +54 | 2.18% | Q4 2025 | Jan 28, 2026 |
| Peak Retirement Planning, Inc. | History | Added to | 2,547 | 801 | 0.19% | 0.12% | 717 | +1,139 | 80.89% | Q4 2025 | Feb 10, 2026 |
| Arista Wealth Management, LLC | History | No change | 2,546 | 801 | 0.1% | 0.1% | 716 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| WEALTH ALLIANCE, LLC | History | Reduced | 2,539 | 799 | 0.08% | 0.08% | 718 | -25 | -0.98% | Q4 2025 | Feb 13, 2026 |
| SMI Advisory Services, LLC | History | Reduced | 2,468 | 791 | 0.14% | 0.16% | 719 | -190 | -7.15% | Q4 2025 | Jan 13, 2026 |
| COZAD ASSET MANAGEMENT INC | History | Added to | 2,483 | 781 | 0.06% | 0.06% | 720 | +22 | 0.89% | Q4 2025 | Feb 13, 2026 |
| Amicus Financial Advisors, LLC | History | New | 2,476 | 779 | 0.22% | — | 721 | +2,476 | New | Q4 2025 | Mar 02, 2026 |
| FF Advisors,LLC | History | No change | 2,471 | 777 | 0.35% | 0.36% | 722 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Tradewinds, LLC. | History | Reduced | 2,465 | 776 | 0.19% | 0.19% | 723 | -11 | -0.44% | Q4 2025 | Feb 13, 2026 |
| EVERPAR ADVISORS LLC | History | No change | 2,450 | 771 | 0.29% | 0.3% | 724 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| XY Planning Network, Inc. | History | Reduced | 2,418 | 761 | 0.13% | 0.24% | 725 | -51 | -2.07% | Q4 2025 | Jan 26, 2026 |
| McDonough Capital Management, Inc | History | No change | 2,418 | 761 | 0.37% | 0.37% | 726 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| ADVISORTRUST PARTNERS, LLC | History | New | 2,416 | 760 | 0.33% | — | 727 | +2,416 | New | Q4 2025 | Mar 10, 2026 |
| DEFINE FINANCIAL, LLC | History | Added to | 2,402 | 756 | 0.43% | 0.44% | 728 | +13 | 0.54% | Q4 2025 | Jan 13, 2026 |
| Fullerton Advisors, LLC | History | New | 2,397 | 754 | 0.75% | — | 729 | +2,397 | New | Q4 2025 | Feb 02, 2026 |
| Keystone Wealth Services, LLC | History | Added to | 2,386 | 751 | 0.16% | 0.15% | 730 | +80 | 3.47% | Q4 2025 | Jan 26, 2026 |
| Piscataqua Savings Bank | History | New | 2,377 | 748 | 0.52% | — | 731 | +2,377 | New | Q4 2025 | Jan 16, 2026 |
| Select Asset Management & Trust | History | No change | 2,365 | 745 | 0.23% | 0.22% | 732 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Braun-Bostich & Associates Inc. | History | No change | 2,360 | 742 | 0.46% | 0.46% | 733 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Bensler, LLC | History | No change | 2,358 | 742 | 0.07% | 0.08% | 734 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| United Asset Strategies, Inc. | History | Added to | 2,355 | 741 | 0.06% | 0.06% | 735 | +13 | 0.56% | Q4 2025 | Jan 28, 2026 |
| Venturi Wealth Management, LLC | History | Reduced | 2,348 | 738 | 0.03% | 0.04% | 736 | -242 | -9.34% | Q4 2025 | Jan 22, 2026 |
| Hardy Reed LLC | History | Reduced | 2,323 | 731 | 0.05% | 0.06% | 737 | -120 | -4.91% | Q4 2025 | Feb 06, 2026 |
| StoneX Group Inc. | History | Added to | 2,313 | 728 | 0.03% | 0.01% | 738 | +1,268 | 121.34% | Q4 2025 | Feb 12, 2026 |
| Beacon Financial Strategies CORP | History | No change | 2,306 | 725 | 0.4% | 0.42% | 739 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| AWM CAPITAL, LLC | History | No change | 2,296 | 722 | 0.07% | 0.06% | 740 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 2,283 | 720 | 0.01% | 0.01% | 741 | +355 | 18.41% | Q4 2025 | Feb 02, 2026 |
| SHUFRO ROSE & CO LLC | History | New | 2,280 | 717 | 0.05% | — | 742 | +2,280 | New | Q4 2025 | Feb 09, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 2,274 | 715 | 0.02% | 0.02% | 743 | +8 | 0.35% | Q4 2025 | Jan 23, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 2,263 | 712 | 0.03% | 0.03% | 744 | +115 | 5.35% | Q4 2025 | Feb 17, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 2,219 | 709 | 0.03% | 0.04% | 746 | +111 | 5.27% | Q4 2025 | Feb 03, 2026 |
| Brookstone Capital Management | History | Reduced | 2,253 | 709 | 0.01% | 0.01% | 745 | -52 | -2.26% | Q4 2025 | Jan 15, 2026 |
| Winthrop Advisory Group LLC | History | Added to | 2,240 | 705 | 0.06% | 0.06% | 747 | +5 | 0.22% | Q4 2025 | Jan 21, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 2,236 | 704 | 0.01% | 0.01% | 748 | -55 | -2.4% | Q4 2025 | Feb 05, 2026 |
| Glen Eagle Advisors, LLC | History | Added to | 2,236 | 703 | 0.1% | 0.09% | 749 | +167 | 8.07% | Q4 2025 | Feb 13, 2026 |
| WealthPlan Investment Management, LLC | History | Added to | 2,229 | 701 | 0.04% | 0.03% | 750 | +798 | 55.77% | Q4 2025 | Feb 05, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Reduced | 2,222 | 699 | 0.01% | 0.01% | 751 | -138 | -5.85% | Q4 2025 | Jan 28, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | No change | 2,223 | 699 | 0.02% | 0.02% | 752 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| NOVARE CAPITAL MANAGEMENT LLC | History | Reduced | 2,208 | 695 | 0.05% | 0.05% | 754 | -124 | -5.32% | Q4 2025 | Feb 05, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 2,210 | 695 | 0.01% | 0.01% | 753 | +7 | 0.32% | Q4 2025 | Feb 04, 2026 |
| HM PAYSON & CO | History | No change | 2,199 | 692 | 0.01% | 0.01% | 755 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| NORDEN GROUP LLC | History | Reduced | 2,183 | 687 | 0.07% | 0.09% | 756 | -569 | -20.68% | Q4 2025 | Jan 13, 2026 |
| Bernardo Wealth Planning LLC | History | No change | 2,160 | 679 | 0.13% | 0.13% | 757 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| One Wealth Advisors, LLC | History | Reduced | 2,154 | 678 | 0.08% | 0.08% | 758 | -12 | -0.55% | Q4 2025 | Feb 02, 2026 |
| Crescent Sterling, Ltd. | History | Reduced | 2,150 | 676 | 0.69% | 0.78% | 759 | -250 | -10.42% | Q4 2025 | Jan 07, 2026 |
| Western Financial Corp/CA | History | Reduced | 2,146 | 675 | 0.27% | 0.34% | 761 | -428 | -16.63% | Q4 2025 | Jan 21, 2026 |
| Bank OZK | History | No change | 2,147 | 675 | 0.24% | 0.23% | 760 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Ariadne Wealth Management, LP | History | No change | 2,158 | 675 | 0.28% | 0.3% | 762 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Cypress Capital Group | History | New | 2,131 | 670 | 0.08% | — | 763 | +2,131 | New | Q4 2025 | Feb 11, 2026 |
| CATHY PARETO & ASSOCIATES, INC | History | Reduced | 2,125 | 669 | 0.46% | 0.51% | 764 | -66 | -3.01% | Q4 2025 | Jan 23, 2026 |
| Mason Investment Advisory Services, Inc. | History | Reduced | 2,125 | 668 | 0.03% | 0.03% | 765 | -76 | -3.45% | Q4 2025 | Feb 12, 2026 |
| Darden Wealth Group Inc | History | No change | 2,121 | 667 | 0.32% | 0.34% | 766 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Pine Harbor Wealth Management, LLC | History | No change | 2,118 | 666 | 0.2% | 0.21% | 767 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | History | Added to | 2,113 | 665 | 0.04% | 0.03% | 768 | +824 | 63.93% | Q4 2025 | Feb 05, 2026 |
| Rinkey Investments | History | No change | 2,110 | 664 | 0.17% | 0.17% | 769 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Avant Capital LLC | History | Added to | 2,107 | 663 | 0.46% | 0.38% | 770 | +372 | 21.44% | Q4 2025 | Feb 13, 2026 |
| Briggs Wealth Management, Inc | History | New | 2,090 | 657 | 0.71% | — | 772 | +2,090 | New | Q4 2025 | Feb 19, 2026 |
| Evolution Advisers, Inc. | History | Added to | 2,087 | 657 | 0.28% | 0.25% | 771 | +302 | 16.92% | Q4 2025 | Jan 23, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Reduced | 2,057 | 647 | 0.09% | 0.1% | 773 | -82 | -3.83% | Q4 2025 | Jan 23, 2026 |
| Relyea Zuckerberg Hanson LLC | History | Added to | 2,056 | 647 | 0.07% | 0.07% | 774 | +2 | 0.1% | Q4 2025 | Jan 20, 2026 |
| Oldfather Financial Services, LLC | History | Added to | 2,041 | 642 | 0.19% | 0.18% | 775 | +160 | 8.51% | Q4 2025 | Jan 16, 2026 |
| Advantage Trust Co | History | No change | 2,040 | 642 | 0.29% | 0.28% | 776 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| True Link Financial Advisors, LLC | History | New | 2,038 | 641 | 0.04% | — | 778 | +2,038 | New | Q4 2025 | Jan 29, 2026 |
| Quartz Partners, LLC | History | No change | 2,037 | 641 | 0.24% | 0.23% | 777 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Rezny Wealth Management, Inc. | History | No change | 2,035 | 640 | 0.13% | 0.13% | 779 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Diversified Trust Co | History | New | 2,033 | 639 | 0.01% | — | 780 | +2,033 | New | Q4 2025 | Jan 09, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 2,033 | 639 | 0.02% | 0.02% | 781 | -272 | -11.8% | Q4 2025 | Feb 13, 2026 |
| PETTYJOHN, WOOD & WHITE, INC | History | Reduced | 2,024 | 637 | 0.1% | 0.11% | 782 | -59 | -2.83% | Q4 2025 | Feb 11, 2026 |
| PFG Investments, LLC | History | Added to | 2,019 | 635 | 0.03% | 0.03% | 784 | +2 | 0.1% | Q4 2025 | Jan 26, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | No change | 2,019 | 635 | 0.02% | 0.02% | 783 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Coquina Private Wealth LLC | History | New | 2,016 | 634 | 0.51% | — | 785 | +2,016 | New | Q4 2025 | Jan 29, 2026 |
| Envision Financial LLC | History | Added to | 1,996 | 628 | 0.33% | 0.35% | 786 | +7 | 0.35% | Q4 2025 | Jan 07, 2026 |
| TSA Wealth Managment LLC | History | Reduced | 1,989 | 626 | 0.21% | 0.21% | 787 | -31 | -1.53% | Q4 2025 | Jan 22, 2026 |
| TruWealth Advisors, LLC | History | Reduced | 1,984 | 624 | 0.03% | 0.03% | 788 | -30 | -1.49% | Q4 2025 | Jan 07, 2026 |
| Bridgewater Advisors Inc. | History | No change | 1,975 | 623 | 0.04% | 0.04% | 789 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Portland Financial Advisors Inc | History | Reduced | 1,971 | 620 | 1.32% | 1.45% | 790 | -235 | -10.65% | Q4 2025 | Feb 06, 2026 |
| WATERS PARKERSON & CO., LLC | History | Added to | 1,966 | 618 | 0.03% | 0.02% | 791 | +322 | 19.59% | Q4 2025 | Feb 12, 2026 |
| Kovack Advisors, Inc. | History | Added to | 1,959 | 616 | 0.03% | 0.05% | 792 | +118 | 6.41% | Q4 2025 | Feb 17, 2026 |
| Beckerman Institutional, LLC | History | No change | 1,957 | 616 | 0.35% | 0.35% | 793 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Karnit Road Accident Victims Compensation Fund | History | New | 1,950 | 613 | 0.35% | — | 794 | +1,950 | New | Q4 2025 | Feb 17, 2026 |
| Charter Oak Capital Management, LLC | History | Reduced | 1,935 | 609 | 0.05% | 0.05% | 796 | -20 | -1.02% | Q4 2025 | Jan 23, 2026 |
| Regal Investment Advisors LLC | History | Reduced | 1,935 | 609 | 0.04% | 0.04% | 795 | -14 | -0.72% | Q4 2025 | Feb 17, 2026 |
| Foster Group, Inc. | History | Added to | 1,927 | 606 | 0.02% | 0.02% | 797 | +13 | 0.68% | Q4 2025 | Jan 12, 2026 |
| LongView Wealth Management | History | Reduced | 1,878 | 602 | 0.15% | 0.16% | 798 | -8 | -0.42% | Q4 2025 | Jan 13, 2026 |
| PUREfi Wealth, LLC | History | No change | 1,913 | 602 | 0.46% | 0.45% | 799 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Sowell Financial Services LLC | History | Added to | 1,908 | 600 | 0.02% | 0.02% | 800 | +13 | 0.69% | Q4 2025 | Jan 21, 2026 |
| VISTA INVESTMENT MANAGEMENT | History | No change | 1,900 | 598 | 0.2% | 0.2% | 801 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CERTUITY, LLC | History | No change | 1,897 | 597 | 0.04% | 0.04% | 802 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 1,891 | 595 | 0.07% | 0.07% | 803 | +434 | 29.79% | Q4 2025 | Feb 13, 2026 |
| Passive Capital Management, LLC. | History | No change | 1,892 | 595 | 0.19% | 0.19% | 804 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Burk Holdings LLC | History | Added to | 1,877 | 590 | 0.28% | 0.13% | 805 | +1,060 | 129.74% | Q4 2025 | Feb 12, 2026 |
| Capital International Investors | History | New | 1,828 | 579 | 0.0% | — | 806 | +1,828 | New | Q4 2025 | Feb 11, 2026 |
| Petix & Botte Co | History | No change | 1,838 | 578 | 0.13% | 0.13% | 807 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Capital Group Private Client Services, Inc. | History | Added to | 1,829 | 575 | 0.01% | 0.01% | 808 | +5 | 0.27% | Q4 2025 | Feb 11, 2026 |
| Efficient Advisors, LLC | History | Reduced | 1,807 | 568 | 0.03% | 0.03% | 809 | -16 | -0.88% | Q4 2025 | Jan 21, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 1,792 | 564 | 0.12% | 0.12% | 810 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| White Lighthouse Investment Management Inc. | History | Added to | 1,783 | 561 | 0.08% | 0.08% | 811 | +25 | 1.42% | Q4 2025 | Feb 09, 2026 |
| SCHARF INVESTMENTS, LLC | History | New | 1,768 | 556 | 0.01% | — | 812 | +1,768 | New | Q4 2025 | Jan 15, 2026 |
| RFG Advisory, LLC | History | Reduced | 1,768 | 556 | 0.01% | 0.01% | 813 | -160 | -8.3% | Q4 2025 | Feb 03, 2026 |
| Ballast Financial Advisors LLC | History | New | 1,760 | 554 | 0.57% | — | 814 | +1,760 | New | Q4 2025 | Feb 17, 2026 |
| DELTA FINANCIAL ADVISORS LLC | History | Reduced | 1,756 | 552 | 0.14% | 0.16% | 815 | -33 | -1.84% | Q4 2025 | Feb 06, 2026 |
| WealthShield Partners, LLC | History | Reduced | 1,752 | 551 | 0.06% | 0.06% | 816 | -55 | -3.04% | Q4 2025 | Feb 03, 2026 |
| ETF Store, Inc. | History | Added to | 1,737 | 546 | 0.56% | 0.56% | 817 | +8 | 0.46% | Q4 2025 | Jan 22, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | Reduced | 1,721 | 541 | 0.26% | 0.28% | 818 | -200 | -10.41% | Q4 2025 | Feb 13, 2026 |
| Arete Wealth Advisors, LLC | History | Added to | 1,709 | 538 | 0.03% | 0.03% | 819 | +261 | 18.02% | Q4 2025 | Feb 13, 2026 |
| Retirement Planning Co of New England, Inc. | History | Reduced | 1,704 | 536 | 0.22% | 0.22% | 820 | -44 | -2.52% | Q4 2025 | Jan 28, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Added to | 1,698 | 534 | 0.01% | 0.01% | 821 | +4 | 0.24% | Q4 2025 | Feb 05, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 1,693 | 533 | 0.06% | 0.06% | 822 | +34 | 2.05% | Q4 2025 | Feb 13, 2026 |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | History | No change | 1,692 | 532 | 0.33% | 0.34% | 823 | 0 | 0.0% | Q4 2025 | Feb 24, 2026 |
| PRIVATE TRUST CO NA | History | No change | 1,688 | 531 | 0.05% | 0.05% | 824 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| SHP Wealth Management | History | New | 1,663 | 523 | 0.04% | — | 826 | +1,663 | New | Q4 2025 | Mar 04, 2026 |
| Weaver Consulting Group | History | No change | 1,663 | 523 | 0.13% | 0.13% | 825 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Abacus Wealth Partners, LLC | History | Reduced | 1,658 | 521 | 0.05% | 0.08% | 827 | -39 | -2.3% | Q4 2025 | Feb 05, 2026 |
| Trust Co of the South | History | New | 1,647 | 518 | 0.08% | — | 828 | +1,647 | New | Q4 2025 | Jan 05, 2026 |
| IFC & Insurance Marketing, Inc. | History | New | 1,644 | 517 | 0.51% | — | 829 | +1,644 | New | Q4 2025 | Feb 12, 2026 |
| Clearstead Advisors, LLC | History | No change | 1,641 | 516 | 0.01% | 0.01% | 830 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Cornerstone Planning Group LLC | History | New | 1,603 | 513 | 0.08% | — | 832 | +1,603 | New | Q4 2025 | Feb 02, 2026 |
| CAPITAL ADVISORS INC/OK | History | Added to | 1,630 | 513 | 0.01% | 0.01% | 831 | +101 | 6.61% | Q4 2025 | Jan 15, 2026 |
| Atria Investments, Inc | History | Reduced | 1,628 | 512 | 0.01% | 0.13% | 833 | -35,055 | -95.56% | Q4 2025 | Feb 05, 2026 |
| Bank of Marin | History | No change | 1,627 | 512 | 0.35% | 0.35% | 834 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Yoder Wealth Management, Inc. | History | No change | 1,606 | 505 | 0.23% | 0.23% | 835 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 1,602 | 504 | 0.03% | 0.02% | 837 | -145 | -8.3% | Q4 2025 | Jan 30, 2026 |
| MITCHELL CAPITAL MANAGEMENT CO | History | Added to | 1,604 | 504 | 0.09% | 0.08% | 836 | +9 | 0.56% | Q4 2025 | Feb 10, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 1,598 | 503 | 0.02% | 0.03% | 839 | -656 | -29.1% | Q4 2025 | Jan 13, 2026 |
| Quadrant Private Wealth Management, LLC | History | Added to | 1,599 | 503 | 0.08% | 0.08% | 838 | +95 | 6.32% | Q4 2025 | Jan 26, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Reduced | 1,584 | 498 | 0.03% | 0.04% | 840 | -69 | -4.17% | Q4 2025 | Feb 11, 2026 |
| LEGACY FINANCIAL GROUP, INC. | History | Added to | 1,580 | 497 | 0.13% | 0.13% | 841 | +82 | 5.47% | Q4 2025 | Feb 06, 2026 |
| M.E. ALLISON & CO., INC. | History | Added to | 1,576 | 496 | 0.34% | 0.34% | 842 | +1 | 0.06% | Q4 2025 | Jan 12, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 1,566 | 493 | 0.03% | 0.03% | 843 | +8 | 0.51% | Q4 2025 | Feb 06, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | Reduced | 1,560 | 491 | 0.02% | 0.02% | 844 | -16 | -1.02% | Q4 2025 | Feb 02, 2026 |
| Eaton Financial Holdings Company, LLC | History | New | 1,553 | 488 | 0.13% | — | 845 | +1,553 | New | Q4 2025 | Feb 09, 2026 |
| Oak Harvest Investment Services | History | Added to | 1,539 | 484 | 0.05% | 0.05% | 846 | +9 | 0.59% | Q4 2025 | Jan 27, 2026 |
| Redwood Financial Network Corp | History | Reduced | 1,532 | 482 | 0.31% | 0.36% | 848 | -300 | -16.38% | Q4 2025 | Feb 10, 2026 |
| Moss Adams Wealth Advisors LLC | History | No change | 1,533 | 482 | 0.03% | 0.04% | 847 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| First Financial Bank - Trust Division | History | No change | 1,529 | 481 | 0.04% | 0.04% | 849 | 0 | 0.0% | Q4 2025 | Jan 02, 2026 |
| Claro Advisors Inc. | History | No change | 1,526 | 480 | 0.07% | 0.07% | 850 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Hershey Financial Advisers, LLC | History | New | 1,519 | 478 | 0.4% | — | 851 | +1,519 | New | Q4 2025 | Feb 18, 2026 |
| Stephens Consulting, LLC | History | Reduced | 1,516 | 477 | 0.15% | 0.2% | 852 | -349 | -18.71% | Q4 2025 | Jan 13, 2026 |
| REGIONS FINANCIAL CORP | History | New | 1,498 | 471 | 0.0% | — | 853 | +1,498 | New | Q4 2025 | Jan 27, 2026 |
| GQG Partners LLC | History | Added to | 1,497 | 471 | 0.0% | 0.0% | 854 | +49 | 3.38% | Q4 2025 | Feb 13, 2026 |
| Expressive Wealth LLC | History | New | 1,494 | 470 | 0.51% | — | 855 | +1,494 | New | Q4 2025 | Feb 09, 2026 |
| BlueChip Wealth Advisors LLC | History | No change | 1,474 | 464 | 0.2% | 0.19% | 856 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Stanley-Laman Group, Ltd. | History | New | 1,465 | 461 | 0.06% | — | 857 | +1,465 | New | Q4 2025 | Jan 23, 2026 |
| ELEMENT POINTE ADVISORS, LLC | History | New | 1,450 | 456 | 0.09% | — | 858 | +1,450 | New | Q4 2025 | Feb 13, 2026 |
| Financial Futures Ltd Liability Co. | History | No change | 1,449 | 456 | 0.21% | 0.22% | 859 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| GreatBanc Trust CO | History | No change | 1,448 | 455 | 0.32% | 0.3% | 860 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Beacon Wealthcare LLC | History | No change | 1,445 | 454 | 0.16% | 0.16% | 861 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| Johnson Financial Group, Inc. | History | Reduced | 1,441 | 453 | 0.02% | 0.02% | 862 | -200 | -12.19% | Q4 2025 | Feb 12, 2026 |
| Golden State Equity Partners | History | New | 1,436 | 451 | 0.07% | — | 864 | +1,436 | New | Q4 2025 | Jan 29, 2026 |
| Legacy Trust | History | No change | 1,435 | 451 | 0.08% | 0.09% | 863 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Archvest Wealth Advisors, Inc. | History | Reduced | 1,399 | 440 | 0.28% | 0.39% | 867 | -29 | -2.03% | Q4 2025 | Feb 13, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Added to | 1,399 | 440 | 0.02% | 0.01% | 865 | +1 | 0.07% | Q4 2025 | Feb 13, 2026 |
| Seven Springs Wealth Group, LLC | History | No change | 1,400 | 440 | 0.13% | 0.1% | 866 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | Reduced | 1,394 | 438 | 0.05% | 0.08% | 868 | -931 | -40.04% | Q4 2025 | Jan 09, 2026 |
| American Trust | History | No change | 1,392 | 438 | 0.04% | 0.04% | 869 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| My Personal CFO, LLC | History | New | 1,391 | 437 | 0.18% | — | 870 | +1,391 | New | Q4 2025 | Jan 15, 2026 |
| Index Fund Advisors, Inc. | History | Added to | 1,382 | 435 | 0.02% | 0.02% | 871 | +1 | 0.07% | Q4 2025 | Jan 29, 2026 |
| ACIMA PRIVATE WEALTH, LLC | History | No change | 1,380 | 434 | 0.13% | 0.13% | 872 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Integrity Wealth Solutions LLC | History | Added to | 1,373 | 432 | 0.17% | 0.19% | 873 | +7 | 0.51% | Q4 2025 | Feb 02, 2026 |
| Hudson Oak Wealth Advisory LLC | History | New | 1,366 | 430 | 0.38% | — | 874 | +1,366 | New | Q4 2025 | Jan 23, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 1,366 | 429 | 0.0% | 0.0% | 875 | +928 | 211.87% | Q4 2025 | Feb 17, 2026 |
| Prostatis Group LLC | History | Reduced | 1,366 | 429 | 0.1% | 0.11% | 877 | -18 | -1.3% | Q4 2025 | Feb 17, 2026 |
| DIVIDEND ASSETS CAPITAL, LLC | History | Reduced | 1,363 | 429 | 0.08% | 0.07% | 876 | -3 | -0.22% | Q4 2025 | Feb 12, 2026 |
| Mill Creek Capital Advisors, LLC | History | No change | 1,363 | 429 | 0.01% | 0.01% | 878 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Oak Asset Management, LLC | History | No change | 1,361 | 428 | 0.15% | 0.14% | 879 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Cynosure Group, LLC | History | Added to | 1,358 | 427 | 0.04% | 0.05% | 881 | +7 | 0.52% | Q4 2025 | Feb 17, 2026 |
| First Heartland Consultants, Inc. | History | No change | 1,358 | 427 | 0.03% | 0.03% | 880 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| PGIM Custom Harvest LLC | History | Added to | 1,350 | 424 | 0.01% | 0.01% | 882 | +81 | 6.38% | Q4 2025 | Feb 17, 2026 |
| Rockbridge Investment Management, LCC | History | Reduced | 1,338 | 421 | 0.04% | 0.05% | 883 | -328 | -19.69% | Q4 2025 | Feb 04, 2026 |
| Alpha Cubed Investments, LLC | History | Reduced | 1,326 | 417 | 0.01% | 0.02% | 884 | -144 | -9.8% | Q4 2025 | Feb 03, 2026 |
| Newton One Investments LLC | History | Reduced | 1,324 | 416 | 0.12% | 0.13% | 885 | -76 | -5.43% | Q4 2025 | Jan 23, 2026 |
| Werba Rubin Papier Wealth Management | History | Added to | 1,321 | 415 | 0.11% | 0.07% | 886 | +3 | 0.23% | Q4 2025 | Jan 27, 2026 |
| Rialto Wealth Management, LLC | History | Reduced | 1,312 | 413 | 0.1% | 0.11% | 887 | -96 | -6.82% | Q4 2025 | Jan 12, 2026 |
| Principle Wealth Partners LLC | History | No change | 1,309 | 412 | 0.02% | 0.02% | 888 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Ascent Group, LLC | History | Reduced | 1,306 | 411 | 0.01% | 0.01% | 890 | -1 | -0.08% | Q4 2025 | Jan 20, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 1,307 | 411 | 0.01% | 0.01% | 889 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Chokshi & Queen Wealth Advisors, Inc | History | Reduced | 1,293 | 407 | 0.21% | 0.32% | 892 | -648 | -33.38% | Q4 2025 | Feb 17, 2026 |
| Fiduciary Group, LLC | History | Reduced | 1,295 | 407 | 0.03% | 0.04% | 891 | -47 | -3.5% | Q4 2025 | Feb 12, 2026 |
| WEDGEWOOD INVESTORS INC /PA/ | History | No change | 1,287 | 405 | 0.46% | 0.43% | 893 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Indiana Trust & Investment Management Co | History | No change | 1,278 | 402 | 0.12% | 0.12% | 894 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Peterson Wealth Advisors, LLC | History | Reduced | 1,275 | 401 | 0.05% | 0.11% | 895 | -1,027 | -44.61% | Q4 2025 | Jan 09, 2026 |
| Smith Partners Wealth Management, LLC | History | New | 1,265 | 398 | 0.37% | — | 896 | +1,265 | New | Q4 2025 | Feb 13, 2026 |
| Meridian Financial Advisors, LLC | History | Reduced | 1,260 | 396 | 0.22% | 0.24% | 898 | -100 | -7.35% | Q4 2025 | Jan 23, 2026 |
| Crescent Grove Advisors, LLC | History | No change | 1,260 | 396 | 0.04% | 0.04% | 897 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Harvest Investment Services, LLC | History | Reduced | 1,252 | 394 | 0.07% | 0.09% | 899 | -186 | -12.93% | Q4 2025 | Feb 17, 2026 |
| Prosperity Planning, Inc. | History | No change | 1,254 | 394 | 0.1% | 0.1% | 900 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| GREENWOOD CAPITAL ASSOCIATES LLC | History | No change | 1,250 | 393 | 0.04% | 0.04% | 901 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Oxbow Advisors, LLC | History | No change | 1,249 | 393 | 0.03% | 0.04% | 902 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 1,246 | 392 | 0.04% | 0.03% | 903 | +435 | 53.64% | Q4 2025 | Feb 11, 2026 |
| BARLOW WEALTH PARTNERS, LLC | History | No change | 1,220 | 390 | 0.04% | 0.04% | 904 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| UNITED BANK | History | No change | 1,226 | 385 | 0.05% | 0.04% | 905 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| KFA Private Wealth Group, LLC | History | No change | 1,221 | 384 | 0.09% | 0.11% | 906 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Courage Miller Partners, LLC | History | No change | 1,219 | 383 | 0.12% | 0.11% | 907 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| UNIVEST FINANCIAL Corp | History | No change | 1,203 | 378 | 0.02% | 0.02% | 908 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| SkyOak Wealth, LLC | History | No change | 1,203 | 378 | 0.07% | 0.07% | 909 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 1,190 | 377 | 0.03% | 0.02% | 910 | +289 | 32.08% | Q4 2025 | Jan 15, 2026 |
| Ironsides Asset Advisors, LLC | History | No change | 1,200 | 377 | 0.1% | 0.1% | 911 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Creekside Partners | History | Added to | 1,197 | 376 | 0.16% | 0.16% | 912 | +2 | 0.17% | Q4 2025 | Feb 13, 2026 |
| Allodium Investment Consultants, LLC | History | Reduced | 1,194 | 375 | 0.19% | 0.26% | 914 | -282 | -19.11% | Q4 2025 | Jan 14, 2026 |
| Cornerstone Management, Inc. | History | Reduced | 1,193 | 375 | 0.06% | 0.06% | 913 | -30 | -2.45% | Q4 2025 | Feb 06, 2026 |
| Trevian Wealth Management LLC | History | No change | 1,190 | 374 | 0.18% | 0.2% | 915 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Reduced | 1,188 | 373 | 0.0% | 0.0% | 916 | -55 | -4.42% | Q4 2025 | Feb 17, 2026 |
| BKM Wealth Management, LLC | History | No change | 1,184 | 372 | 0.14% | 0.13% | 917 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| CARRET ASSET MANAGEMENT, LLC | History | No change | 1,179 | 371 | 0.04% | 0.04% | 918 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MY Wealth Management Inc. | History | Reduced | 1,161 | 365 | 0.32% | 0.32% | 919 | -26 | -2.19% | Q4 2025 | Feb 10, 2026 |
| SK Wealth Management, LLC | History | Added to | 1,137 | 363 | 0.1% | 0.13% | 920 | +3 | 0.26% | Q4 2025 | Jan 30, 2026 |
| HighMark Wealth Management LLC | History | No change | 1,152 | 362 | 0.15% | 0.16% | 921 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| BridgePort Financial Solutions, LLC | History | Added to | 1,145 | 360 | 0.1% | 0.09% | 922 | +2 | 0.17% | Q4 2025 | Jan 16, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | New | 1,142 | 359 | 0.0% | — | 923 | +1,142 | New | Q4 2025 | Feb 17, 2026 |
| Revolve Wealth Partners, LLC | History | Added to | 1,139 | 358 | 0.04% | 0.04% | 924 | +1 | 0.09% | Q4 2025 | Jan 20, 2026 |
| Centric Wealth Management | History | Reduced | 1,117 | 357 | 0.08% | 0.11% | 928 | -441 | -28.31% | Q4 2025 | Feb 04, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 1,135 | 357 | 0.01% | 0.01% | 925 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Bouchey Financial Group Ltd | History | No change | 1,136 | 357 | 0.03% | 0.03% | 926 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| MainStreet Investment Advisors LLC | History | No change | 1,135 | 357 | 0.05% | 0.05% | 927 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Ares Financial Consulting, LLC | History | New | 1,125 | 354 | 0.34% | — | 929 | +1,125 | New | Q4 2025 | Jan 30, 2026 |
| FineMark National Bank & Trust | History | Added to | 1,117 | 351 | 0.01% | 0.01% | 931 | +437 | 64.26% | Q4 2025 | Feb 12, 2026 |
| Fisher Asset Management, LLC | History | Added to | 1,116 | 351 | 0.0% | 0.0% | 930 | +348 | 45.31% | Q4 2025 | Feb 09, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 1,112 | 350 | 0.04% | 0.04% | 932 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Fifth Third Wealth Advisors LLC | History | Added to | 1,110 | 349 | 0.01% | 0.01% | 933 | +110 | 11.0% | Q4 2025 | Jan 15, 2026 |
| Prospect Financial Group LLC | History | No change | 1,109 | 349 | 0.32% | 0.33% | 934 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Allred Capital Management, LLC | History | Reduced | 1,105 | 347 | 0.13% | 0.13% | 935 | -72 | -6.12% | Q4 2025 | Feb 10, 2026 |
| Detalus Advisors, LLC | History | Reduced | 1,103 | 347 | 0.08% | 0.09% | 936 | -9 | -0.81% | Q4 2025 | Feb 03, 2026 |
| Confluence Wealth Services, Inc. | History | No change | 1,101 | 346 | 0.01% | 0.02% | 937 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Altiora Financial Group, LLC | History | No change | 1,100 | 346 | 0.06% | 0.06% | 938 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 1,093 | 344 | 0.02% | 0.02% | 939 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Opes Wealth Management LLC | History | No change | 1,093 | 344 | 0.06% | 0.06% | 940 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| MONOGRAPH WEALTH ADVISORS, LLC | History | No change | 1,093 | 344 | 0.03% | 0.03% | 941 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Wealth Dimensions Group, Ltd. | History | No change | 1,095 | 344 | 0.07% | 0.07% | 942 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Fielder Capital Group LLC | History | New | 1,091 | 343 | 0.07% | — | 944 | +1,091 | New | Q4 2025 | Feb 10, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 1,090 | 343 | 0.0% | 0.0% | 943 | -21 | -1.89% | Q4 2025 | Feb 12, 2026 |
| Innovative Wealth Building LLC | History | Added to | 1,091 | 343 | 0.25% | 0.26% | 945 | +6 | 0.55% | Q4 2025 | Feb 17, 2026 |
| BLVD Private Wealth, LLC | History | Reduced | 1,085 | 341 | 0.3% | 0.38% | 946 | -371 | -25.48% | Q4 2025 | Jan 27, 2026 |
| STOCK YARDS BANK & TRUST CO | History | No change | 1,080 | 339 | 0.01% | 0.01% | 947 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Cornerstone Planning, LLC | History | New | 1,074 | 338 | 0.08% | — | 948 | +1,074 | New | Q4 2025 | Mar 17, 2026 |
| Strategic Planning, Inc. | History | New | 1,071 | 337 | 0.18% | — | 951 | +1,071 | New | Q4 2025 | Feb 18, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | New | 1,071 | 337 | 0.03% | — | 952 | +1,071 | New | Q4 2025 | Feb 12, 2026 |
| GREAT LAKES ADVISORS, LLC | History | Reduced | 1,072 | 337 | 0.0% | 0.0% | 949 | -87 | -7.51% | Q4 2025 | Feb 12, 2026 |
| High Falls Advisors, Inc | History | No change | 1,073 | 337 | 0.07% | 0.07% | 950 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Curi Capital, LLC | History | No change | 1,065 | 335 | 0.01% | 0.01% | 953 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Drucker Wealth 3.0, LLC | History | Added to | 1,058 | 333 | 0.06% | 0.05% | 954 | +108 | 11.37% | Q4 2025 | Feb 03, 2026 |
| Canal Capital Management, LLC | History | Added to | 1,052 | 331 | 0.05% | 0.05% | 956 | +6 | 0.57% | Q4 2025 | Jan 06, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 1,053 | 331 | 0.02% | 0.02% | 955 | +3 | 0.29% | Q4 2025 | Jan 14, 2026 |
| Aerodigm Wealth, LLC | History | New | 1,049 | 330 | 0.12% | — | 958 | +1,049 | New | Q4 2025 | Feb 06, 2026 |
| WEALTHCARE CAPITAL MANAGEMENT LLC | History | No change | 1,050 | 330 | 0.03% | 0.03% | 957 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Blue Trust, Inc. | History | Added to | 1,046 | 329 | 0.0% | 0.0% | 960 | +24 | 2.35% | Q4 2025 | Jan 16, 2026 |
| NORRIS PERNE & FRENCH LLP/MI | History | No change | 1,048 | 329 | 0.02% | 0.02% | 959 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Next Level Private LLC | History | Added to | 1,043 | 328 | 0.09% | 0.09% | 961 | +1 | 0.1% | Q4 2025 | Jan 07, 2026 |
| HERITAGE INVESTORS MANAGEMENT CORP | History | Reduced | 1,040 | 327 | 0.01% | 0.01% | 962 | -1 | -0.1% | Q4 2025 | Feb 06, 2026 |
| Revisor Wealth Management LLC | History | Added to | 1,030 | 326 | 0.09% | 0.09% | 963 | +177 | 20.75% | Q4 2025 | Jan 27, 2026 |
| Nova R Wealth, Inc. | History | No change | 1,035 | 325 | 0.12% | 0.13% | 964 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Disciplined Investments, LLC | History | Reduced | 1,032 | 324 | 0.12% | 0.14% | 965 | -73 | -6.61% | Q4 2025 | Feb 05, 2026 |
| Calamos Wealth Management LLC | History | New | 1,023 | 322 | 0.01% | — | 966 | +1,023 | New | Q4 2025 | Jan 29, 2026 |
| Asset Dedication, LLC | History | Reduced | 1,023 | 322 | 0.02% | 0.02% | 967 | -74 | -6.75% | Q4 2025 | Jan 26, 2026 |
| Capital Advantage, Inc. | History | No change | 1,022 | 321 | 0.04% | 0.05% | 968 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Financial Synergies Wealth Advisors, Inc. | History | Reduced | 1,019 | 320 | 0.03% | 0.03% | 969 | -28 | -2.67% | Q4 2025 | Feb 06, 2026 |
| Physician Wealth Solutions Inc. | History | No change | 1,015 | 319 | 0.14% | 0.14% | 970 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| FreeGulliver LLC | History | No change | 1,014 | 319 | 0.12% | 0.14% | 971 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Riverwater Partners LLC | History | Reduced | 1,009 | 317 | 0.12% | 0.14% | 972 | -65 | -6.05% | Q4 2025 | Feb 12, 2026 |
| SACHEM HILL LLC | History | Reduced | 1,009 | 317 | 0.06% | 0.06% | 973 | -32 | -3.07% | Q4 2025 | Feb 12, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | New | 1,005 | 316 | 0.09% | — | 977 | +1,005 | New | Q4 2025 | Feb 10, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 1,007 | 316 | 0.1% | 0.08% | 974 | +281 | 38.71% | Q4 2025 | Feb 10, 2026 |
| LAZARI CAPITAL MANAGEMENT, INC. | History | Added to | 1,005 | 316 | 0.11% | 0.1% | 976 | +5 | 0.5% | Q4 2025 | Jan 29, 2026 |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | History | No change | 1,006 | 316 | 0.07% | 0.08% | 975 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Gambit Capital Management, LLC | History | New | 1,002 | 315 | 0.23% | — | 978 | +1,002 | New | Q4 2025 | Feb 06, 2026 |
| Creegan & Nassoura Financial Group, LLC | History | No change | 1,000 | 314 | 0.2% | 0.2% | 979 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Avestar Capital, LLC | History | No change | 1,000 | 314 | 0.02% | 0.02% | 980 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Equity Wealth Partners, LLC | History | Reduced | 992 | 312 | 0.2% | 0.26% | 981 | -56 | -5.34% | Q4 2025 | Jan 26, 2026 |
| OneAscent Financial Services LLC | History | Reduced | 991 | 311 | 0.03% | 0.73% | 982 | -18,243 | -94.85% | Q4 2025 | Feb 11, 2026 |
| GAMMA Investing LLC | History | No change | 988 | 311 | 0.02% | 0.02% | 983 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Horst & Graben Wealth Management LLC | History | No change | 986 | 310 | 0.05% | 0.05% | 984 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| TCP Asset Management, LLC | History | No change | 984 | 309 | 0.05% | 0.05% | 985 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| United Advisor Group, LLC | History | Added to | 979 | 308 | 0.04% | 0.04% | 986 | +108 | 12.4% | Q4 2025 | Jan 26, 2026 |
| Lynx Investment Advisory | History | Added to | 980 | 308 | 0.17% | 0.18% | 987 | +4 | 0.41% | Q4 2025 | Feb 05, 2026 |
| Diversify Advisory Services, LLC | History | Reduced | 956 | 304 | 0.01% | 0.01% | 988 | -11 | -1.14% | Q4 2025 | Jan 23, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 965 | 303 | 0.01% | 0.01% | 989 | +1 | 0.1% | Q4 2025 | Feb 03, 2026 |
| KEB ASSET MANAGEMENT, LLC | History | No change | 964 | 303 | 0.06% | 0.07% | 990 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Green Ridge Wealth Planning LLC | History | New | 960 | 302 | 0.15% | — | 991 | +960 | New | Q4 2025 | Mar 11, 2026 |
| Valmark Advisers, Inc. | History | No change | 957 | 301 | 0.0% | 0.0% | 992 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 953 | 300 | 0.22% | 0.2% | 993 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| Hopwood Financial Services, Inc. | History | No change | 955 | 300 | 0.21% | 0.2% | 994 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Strategies Wealth Advisors, LLC | History | Added to | 951 | 299 | 0.03% | 0.03% | 995 | +1 | 0.11% | Q4 2025 | Feb 13, 2026 |
| ArborFi Advisors, LLC | History | No change | 952 | 299 | 0.24% | 0.24% | 996 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| M3 Advisory Group, LLC | History | Added to | 942 | 296 | 0.18% | 0.18% | 997 | +5 | 0.53% | Q4 2025 | Jan 16, 2026 |
| Dynamic Financial Group | History | Added to | 938 | 295 | 0.25% | 0.25% | 1000 | +4 | 0.43% | Q4 2025 | Jan 26, 2026 |
| Arbor Investment Advisors, LLC | History | No change | 939 | 295 | 0.04% | 0.04% | 998 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 938 | 295 | 0.16% | 0.17% | 999 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 935 | 294 | 0.06% | 0.06% | 1001 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Valtinson Bruner Financial Planning LLC | History | No change | 928 | 292 | 0.08% | 0.08% | 1002 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| WEALTHSPAN PARTNERS, LLC | History | Added to | 916 | 288 | 0.1% | 0.11% | 1003 | +13 | 1.44% | Q4 2025 | Jan 27, 2026 |
| Csenge Advisory Group | History | Added to | 914 | 287 | 0.01% | 0.01% | 1004 | +168 | 22.52% | Q4 2025 | Feb 06, 2026 |
| Main Street Group, LTD | History | Reduced | 913 | 287 | 0.1% | 0.1% | 1005 | -163 | -15.15% | Q4 2025 | Jan 26, 2026 |
| Inscription Capital, LLC | History | New | 911 | 286 | 0.03% | — | 1006 | +911 | New | Q4 2025 | Jan 29, 2026 |
| TFB Advisors LLC | History | Reduced | 910 | 286 | 0.08% | 0.08% | 1008 | -26 | -2.78% | Q4 2025 | Feb 13, 2026 |
| Global Assets Advisory, LLC | History | No change | 910 | 286 | 0.08% | 0.08% | 1007 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| CONSILIO WEALTH ADVISORS, LLC | History | New | 908 | 285 | 0.08% | — | 1010 | +908 | New | Q4 2025 | Mar 19, 2026 |
| Three Bridge Wealth Advisors, LLC | History | New | 907 | 285 | 0.08% | — | 1011 | +907 | New | Q4 2025 | Feb 10, 2026 |
| PFG Advisors | History | Reduced | 908 | 285 | 0.01% | 0.01% | 1009 | -12 | -1.3% | Q4 2025 | Jan 27, 2026 |
| Kapstone Financial Advisors LLC | History | New | 904 | 284 | 0.14% | — | 1012 | +904 | New | Q4 2025 | Feb 05, 2026 |
| Davis Wealth Advisors, LLC | History | New | 904 | 284 | 0.24% | — | 1013 | +904 | New | Q4 2025 | Feb 17, 2026 |
| Arlington Trust Co LLC | History | Added to | 900 | 283 | 0.03% | 0.01% | 1016 | +783 | 669.23% | Q4 2025 | Jan 30, 2026 |
| Successful Portfolios LLC | History | Added to | 886 | 283 | 0.14% | 0.15% | 1014 | +69 | 8.45% | Q4 2025 | Jan 23, 2026 |
| Thrive Wealth Management, LLC | History | Reduced | 902 | 283 | 0.04% | 0.04% | 1015 | -33 | -3.53% | Q4 2025 | Jan 12, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 901 | 283 | 0.02% | 0.02% | 1017 | +28 | 3.21% | Q4 2025 | Jan 13, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 898 | 282 | 0.0% | 0.0% | 1019 | +150 | 20.05% | Q4 2025 | Feb 13, 2026 |
| WealthCare Investment Partners, LLC | History | Reduced | 895 | 282 | 0.08% | 0.1% | 1020 | -106 | -10.59% | Q4 2025 | Jan 06, 2026 |
| Urban Financial Advisory Corp | History | Added to | 897 | 282 | 0.11% | 0.13% | 1021 | +5 | 0.56% | Q4 2025 | Feb 04, 2026 |
| Summit Global Investments | History | Reduced | 895 | 282 | 0.02% | 0.02% | 1018 | -2 | -0.22% | Q4 2025 | Feb 18, 2026 |
| LRI Investments, LLC | History | No change | 896 | 282 | 0.02% | 0.02% | 1022 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Briaud Financial Planning, Inc | History | No change | 894 | 281 | 0.07% | 0.09% | 1023 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Connecticut Wealth Management, LLC | History | Reduced | 891 | 280 | 0.01% | 0.01% | 1024 | -29 | -3.15% | Q4 2025 | Feb 12, 2026 |
| Maia Wealth LLC | History | Added to | 896 | 280 | 0.05% | 0.05% | 1025 | +1 | 0.11% | Q4 2025 | Feb 17, 2026 |
| MARCO INVESTMENT MANAGEMENT LLC | History | No change | 889 | 279 | 0.02% | 0.02% | 1026 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| 25 LLC | History | No change | 887 | 279 | 0.09% | 0.09% | 1027 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| WELCH & FORBES LLC | History | No change | 884 | 278 | 0.0% | 0.0% | 1028 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| WALLER FINANCIAL PLANNING GROUP, INC | History | Reduced | 881 | 277 | 0.06% | 0.06% | 1029 | -28 | -3.08% | Q4 2025 | Jan 13, 2026 |
| FIRST MERCHANTS CORP | History | Reduced | 877 | 276 | 0.01% | 0.01% | 1030 | -50 | -5.39% | Q4 2025 | Jan 12, 2026 |
| SHAYNE & JACOBS, LLC | History | No change | 874 | 275 | 0.08% | 0.08% | 1031 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Cladis Investment Advisory, LLC | History | No change | 865 | 272 | 0.15% | 0.15% | 1032 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Cooper Financial Group | History | No change | 863 | 271 | 0.03% | 0.03% | 1033 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Haven Private, LLC | History | No change | 858 | 270 | 0.12% | 0.12% | 1034 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Fearless Solutions, LLC dba Best Invest | History | Reduced | 857 | 269 | 0.16% | 0.17% | 1037 | -15 | -1.72% | Q4 2025 | Jan 20, 2026 |
| Roxbury Financial LLC | History | Added to | 855 | 269 | 0.24% | 0.24% | 1036 | +1 | 0.12% | Q4 2025 | Jan 05, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | No change | 857 | 269 | 0.0% | 0.0% | 1035 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| NBT BANK N A /NY | History | Reduced | 853 | 268 | 0.02% | 0.02% | 1038 | -70 | -7.58% | Q4 2025 | Jan 23, 2026 |
| Thayer Financial, L.L.C. | History | New | 850 | 267 | 0.28% | — | 1040 | +850 | New | Q4 2025 | Jan 12, 2026 |
| HILLTOP WEALTH ADVISORS, LLC | History | Reduced | 849 | 267 | 0.13% | 0.14% | 1039 | -21 | -2.41% | Q4 2025 | Jan 14, 2026 |
| Elevated Financial Group LLC | History | New | 848 | 266 | 0.09% | — | 1043 | +848 | New | Q4 2025 | Jan 29, 2026 |
| Compass Planning Associates Inc | History | Added to | 846 | 266 | 0.18% | 0.24% | 1042 | +4 | 0.48% | Q4 2025 | Jan 22, 2026 |
| CFO4Life Group, LLC | History | No change | 845 | 266 | 0.04% | 0.04% | 1041 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| SilverOak Wealth Management LLC | History | No change | 842 | 265 | 0.04% | 0.04% | 1044 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | No change | 839 | 264 | 0.04% | 0.04% | 1045 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Francis Financial, Inc. | History | Reduced | 836 | 263 | 0.05% | 0.05% | 1047 | -48 | -5.43% | Q4 2025 | Feb 11, 2026 |
| Bogart Wealth, LLC | History | No change | 837 | 263 | 0.01% | 0.01% | 1046 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Avion Wealth | History | Reduced | 834 | 262 | 0.05% | 0.06% | 1050 | -18 | -2.11% | Q4 2025 | Jan 23, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 834 | 262 | 0.11% | 0.11% | 1048 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| BBR PARTNERS, LLC | History | No change | 834 | 262 | 0.01% | 0.01% | 1049 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| DeLarme Wealth Management, Inc. | History | New | 830 | 261 | 0.19% | — | 1052 | +830 | New | Q4 2025 | Jan 26, 2026 |
| Visionary Wealth Advisors | History | Added to | 830 | 261 | 0.01% | 0.01% | 1051 | +14 | 1.72% | Q4 2025 | Feb 13, 2026 |
| Midwest Professional Planners, LTD. | History | Reduced | 829 | 260 | 0.06% | 0.07% | 1053 | -66 | -7.37% | Q4 2025 | Feb 06, 2026 |
| COWA, LLC | History | No change | 829 | 260 | 0.08% | 0.08% | 1054 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Sonoma Private Wealth LLC | History | No change | 828 | 260 | 0.31% | 0.3% | 1055 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Royal Capital Wealth Management, LLC | History | Added to | 825 | 259 | 0.15% | 0.15% | 1057 | +5 | 0.61% | Q4 2025 | Feb 18, 2026 |
| Indie Asset Partners, LLC | History | No change | 824 | 259 | 0.29% | 0.34% | 1056 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Schneider Downs Wealth Management Advisors, LP | History | No change | 821 | 258 | 0.03% | 0.03% | 1058 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CNB Bank | History | No change | 820 | 258 | 0.11% | 0.1% | 1059 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| MAIRS & POWER INC | History | Reduced | 817 | 257 | 0.0% | 0.0% | 1060 | -751 | -47.9% | Q4 2025 | Feb 17, 2026 |
| Aviance Capital Partners, LLC | History | No change | 814 | 256 | 0.03% | 0.03% | 1061 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Schaeffer Financial LLC | History | No change | 814 | 256 | 0.22% | 0.23% | 1062 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| MBA Advisors LLC | History | Added to | 805 | 253 | 0.1% | 0.11% | 1063 | +1 | 0.12% | Q4 2025 | Jan 21, 2026 |
| Verum Partners LLC | History | No change | 805 | 253 | 0.05% | 0.05% | 1064 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Hoxton Planning & Management, LLC | History | Reduced | 796 | 250 | 0.07% | 0.08% | 1066 | -7 | -0.87% | Q4 2025 | Feb 11, 2026 |
| Kera Capital Partners, Inc. | History | Added to | 787 | 250 | 0.03% | 0.04% | 1067 | +3 | 0.38% | Q4 2025 | Feb 23, 2026 |
| Tanager Wealth Management LLP | History | No change | 795 | 250 | 0.02% | 0.03% | 1065 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Canvas Wealth Advisors, LLC | History | Reduced | 794 | 249 | 0.04% | 0.05% | 1069 | -162 | -16.95% | Q4 2025 | Jan 12, 2026 |
| Golden State Wealth Management, LLC | History | No change | 792 | 249 | 0.03% | 0.03% | 1068 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Advocacy Wealth Management, LLC | History | Reduced | 789 | 248 | 0.01% | 0.01% | 1071 | -309 | -28.14% | Q4 2025 | Feb 11, 2026 |
| AAF Wealth Management, LLC | History | Added to | 789 | 248 | 0.1% | 0.11% | 1072 | +1 | 0.13% | Q4 2025 | Feb 06, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | No change | 789 | 248 | 0.0% | 0.0% | 1070 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| KERR FINANCIAL PLANNING Corp | History | Added to | 794 | 247 | 0.33% | 0.17% | 1075 | +397 | 100.0% | Q4 2025 | Feb 10, 2026 |
| OARSMAN CAPITAL, INC. | History | Added to | 786 | 247 | 0.03% | 0.03% | 1073 | +36 | 4.8% | Q4 2025 | Feb 13, 2026 |
| Heritage Investment Group, Inc. | History | No change | 787 | 247 | 0.04% | 0.04% | 1074 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| IFP Advisors, Inc | History | Added to | 784 | 246 | 0.01% | 0.01% | 1079 | +22 | 2.89% | Q4 2025 | Feb 06, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Added to | 782 | 246 | 0.01% | 0.01% | 1077 | +2 | 0.26% | Q4 2025 | Feb 06, 2026 |
| KANAWHA CAPITAL MANAGEMENT LLC | History | No change | 782 | 246 | 0.02% | 0.02% | 1076 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Argent Trust Co | History | No change | 782 | 246 | 0.01% | 0.01% | 1078 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 780 | 245 | 0.0% | 0.0% | 1080 | -2 | -0.26% | Q4 2025 | Feb 13, 2026 |
| Goodman Advisory Group, LLC | History | Reduced | 777 | 244 | 0.06% | 0.06% | 1083 | -26 | -3.24% | Q4 2025 | Feb 11, 2026 |
| MYCIO WEALTH PARTNERS, LLC | History | No change | 777 | 244 | 0.05% | 0.06% | 1081 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Covington Investment Advisors Inc. | History | No change | 776 | 244 | 0.03% | 0.03% | 1082 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Accredited Investors Inc. | History | Reduced | 774 | 243 | 0.01% | 0.01% | 1084 | -76 | -8.94% | Q4 2025 | Feb 05, 2026 |
| Triune Financial Partners, LLC | History | Added to | 757 | 241 | 0.06% | 0.06% | 1085 | +4 | 0.53% | Q4 2025 | Feb 02, 2026 |
| Michels Family Financial, LLC | History | Reduced | 765 | 240 | 0.18% | 0.19% | 1087 | -37 | -4.61% | Q4 2025 | Feb 19, 2026 |
| Eaton-Cambridge Inc. | History | Reduced | 764 | 240 | 0.08% | 0.09% | 1086 | -33 | -4.14% | Q4 2025 | Feb 13, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | New | 761 | 239 | 0.01% | — | 1092 | +761 | New | Q4 2025 | Feb 12, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | No change | 761 | 239 | 0.01% | 0.01% | 1088 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 761 | 239 | 0.04% | 0.04% | 1089 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Smith Salley Wealth Management | History | No change | 762 | 239 | 0.01% | 0.01% | 1090 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Fort Sheridan Advisors LLC | History | No change | 762 | 239 | 0.03% | 0.03% | 1091 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Bellwether Advisors, LLC | History | Reduced | 757 | 238 | 0.04% | 0.04% | 1093 | -117 | -13.39% | Q4 2025 | Feb 09, 2026 |
| Klingman & Associates, LLC | History | Reduced | 753 | 237 | 0.01% | 0.02% | 1095 | -357 | -32.16% | Q4 2025 | Jan 29, 2026 |
| HOWE & RUSLING INC | History | Added to | 753 | 237 | 0.02% | 0.02% | 1094 | +2 | 0.27% | Q4 2025 | Feb 17, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 751 | 236 | 0.0% | 0.0% | 1097 | -335 | -30.85% | Q4 2025 | Feb 17, 2026 |
| Narus Financial Partners, LLC | History | No change | 750 | 236 | 0.07% | 0.06% | 1096 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | No change | 750 | 236 | 0.07% | 0.08% | 1098 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Integrity Advisory Solutions, LLC | History | No change | 751 | 236 | 0.03% | 0.04% | 1099 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 748 | 235 | 0.02% | 0.02% | 1100 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| WADDELL & ASSOCIATES, LLC | History | No change | 747 | 235 | 0.02% | 0.02% | 1101 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | No change | 746 | 234 | 0.04% | 0.04% | 1102 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Parisi Gray Wealth Management | History | Added to | 740 | 233 | 0.05% | 0.06% | 1103 | +3 | 0.41% | Q4 2025 | Jan 07, 2026 |
| NOESIS CAPITAL MANGEMENT CORP | History | Reduced | 737 | 232 | 0.03% | 0.04% | 1104 | -13 | -1.73% | Q4 2025 | Feb 05, 2026 |
| Diversified Portfolios, Inc. | History | No change | 739 | 232 | 0.02% | 0.02% | 1105 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Byrne Asset Management LLC | History | Added to | 733 | 230 | 0.13% | 0.13% | 1107 | +21 | 2.95% | Q4 2025 | Jan 12, 2026 |
| Anson Capital, Inc. | History | No change | 732 | 230 | 0.17% | 0.17% | 1106 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Everstar Asset Management, LLC | History | No change | 730 | 229 | 0.12% | 0.13% | 1108 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Investment Research Partners LLC | History | No change | 727 | 228 | 0.1% | 0.1% | 1109 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Cornerstone Wealth Management, LLC | History | New | 722 | 227 | 0.01% | — | 1110 | +722 | New | Q4 2025 | Feb 05, 2026 |
| TTP Investments, Inc. | History | Added to | 722 | 227 | 0.07% | 0.06% | 1111 | +2 | 0.28% | Q4 2025 | Jan 28, 2026 |
| ACT Advisors, LLC. | History | Added to | 720 | 226 | 0.09% | 0.09% | 1112 | +4 | 0.56% | Q4 2025 | Jan 14, 2026 |
| William Howard & Co Financial Advisors Inc | History | Added to | 719 | 226 | 0.19% | 0.19% | 1113 | +4 | 0.56% | Q4 2025 | Jan 21, 2026 |
| Facet Wealth, Inc. | History | Reduced | 698 | 223 | 0.0% | 0.01% | 1114 | -171 | -19.68% | Q4 2025 | Jan 29, 2026 |
| Sylvest Advisors, LLC | History | No change | 710 | 223 | 0.12% | 0.12% | 1115 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Certified Advisory Corp | History | Added to | 708 | 222 | 0.02% | 0.02% | 1116 | +4 | 0.57% | Q4 2025 | Jan 12, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 701 | 220 | 0.01% | 0.01% | 1117 | +2 | 0.29% | Q4 2025 | Jan 28, 2026 |
| V2 Financial group LLC | History | No change | 700 | 220 | 0.11% | 0.12% | 1118 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Front Row Advisors LLC | History | Reduced | 696 | 219 | 0.07% | 0.07% | 1119 | -16 | -2.25% | Q4 2025 | Feb 12, 2026 |
| Fonville Wealth Management LLC | History | No change | 698 | 219 | 0.04% | 0.05% | 1120 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Horizon Wealth Management, LLC | History | No change | 695 | 218 | 0.03% | 0.03% | 1121 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Planning Project LLC | History | New | 689 | 216 | 0.05% | — | 1122 | +689 | New | Q4 2025 | Feb 12, 2026 |
| BOURGEON CAPITAL MANAGEMENT LLC | History | No change | 686 | 215 | 0.03% | 0.04% | 1123 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Bison Wealth, LLC | History | New | 717 | 214 | 0.02% | — | 1125 | +717 | New | Q4 2025 | Mar 24, 2026 |
| Fragasso Financial Advisors Inc | History | Added to | 683 | 214 | 0.01% | 0.01% | 1124 | +2 | 0.29% | Q4 2025 | Jan 07, 2026 |
| BNC WEALTH MANAGEMENT, LLC | History | No change | 677 | 213 | 0.05% | 0.05% | 1126 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| LongView Asset Management LLC | History | No change | 678 | 213 | 0.15% | 0.14% | 1127 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Granite Bay Wealth Management, LLC | History | New | 675 | 212 | 0.05% | — | 1128 | +675 | New | Q4 2025 | Feb 05, 2026 |
| Kingsman Wealth Management, Inc. | History | Added to | 671 | 211 | 0.11% | 0.11% | 1129 | +4 | 0.6% | Q4 2025 | Jan 22, 2026 |
| ASSOCIATED BANC-CORP | History | Reduced | 669 | 210 | 0.01% | 0.01% | 1130 | -6 | -0.89% | Q4 2025 | Feb 06, 2026 |
| Impact Partnership Wealth, LLC | History | New | 667 | 209 | 0.03% | — | 1134 | +667 | New | Q4 2025 | Feb 10, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | New | 665 | 209 | 0.01% | — | 1131 | +665 | New | Q4 2025 | Feb 10, 2026 |
| Koshinski Asset Management, Inc. | History | No change | 667 | 209 | 0.01% | 0.01% | 1132 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Solstein Capital, LLC | History | No change | 665 | 209 | 0.08% | 0.05% | 1133 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| THOMPSON SIEGEL & WALMSLEY LLC | History | Added to | 661 | 208 | 0.0% | 0.0% | 1135 | +8 | 1.23% | Q4 2025 | Feb 10, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | New | 655 | 206 | 0.01% | — | 1138 | +655 | New | Q4 2025 | Feb 09, 2026 |
| Acorn Wealth Advisors, LLC | History | Reduced | 657 | 206 | 0.06% | 0.06% | 1137 | -1 | -0.15% | Q4 2025 | Feb 10, 2026 |
| TRUE Private Wealth Advisors | History | No change | 657 | 206 | 0.02% | 0.02% | 1136 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Reduced | 654 | 205 | 0.01% | 0.01% | 1140 | -121 | -15.61% | Q4 2025 | Feb 13, 2026 |
| FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC | History | No change | 653 | 205 | 0.02% | 0.02% | 1139 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Clarity Wealth Advisors, LLC | History | Reduced | 650 | 204 | 0.04% | 0.05% | 1143 | -23 | -3.42% | Q4 2025 | Jan 23, 2026 |
| HOWLAND CAPITAL MANAGEMENT LLC | History | No change | 650 | 204 | 0.01% | 0.01% | 1141 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Cornerstone Advisory, LLC | History | No change | 651 | 204 | 0.02% | 0.02% | 1142 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Keel Point, LLC | History | New | 642 | 202 | 0.01% | — | 1144 | +642 | New | Q4 2025 | Feb 12, 2026 |
| WEALTHGARDEN F.S. LLC | History | New | 635 | 202 | 0.13% | — | 1145 | +635 | New | Q4 2025 | Feb 11, 2026 |
| Rubicon Advisors, GP | History | New | 639 | 201 | 0.19% | — | 1148 | +639 | New | Q4 2025 | Mar 09, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 641 | 201 | 0.0% | 0.0% | 1146 | -504 | -44.02% | Q4 2025 | Feb 10, 2026 |
| Perennial Investment Advisors, LLC | History | Reduced | 642 | 201 | 0.02% | 0.02% | 1147 | -43 | -6.28% | Q4 2025 | Feb 17, 2026 |
| Meredith Wealth Planning | History | New | 636 | 200 | 0.06% | — | 1149 | +636 | New | Q4 2025 | Jan 16, 2026 |
| Marquette Asset Management, LLC | History | Reduced | 633 | 199 | 0.03% | 0.03% | 1150 | -46 | -6.77% | Q4 2025 | Jan 16, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Added to | 623 | 196 | 0.07% | 0.06% | 1151 | +1 | 0.16% | Q4 2025 | Jan 23, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 606 | 190 | 0.16% | — | 1152 | +606 | New | Q4 2025 | Feb 10, 2026 |
| BALLAST ADVISORS LLC | History | Reduced | 601 | 189 | 0.05% | 0.05% | 1154 | -3 | -0.5% | Q4 2025 | Feb 03, 2026 |
| Pinnacle Bancorp, Inc. | History | Reduced | 603 | 189 | 0.06% | 0.05% | 1153 | -2 | -0.33% | Q4 2025 | Jan 22, 2026 |
| MOTCO | History | Added to | 595 | 187 | 0.02% | 0.01% | 1155 | +155 | 35.23% | Q4 2025 | Feb 06, 2026 |
| Clayton Financial Group LLC | History | Added to | 586 | 184 | 0.09% | 0.13% | 1156 | +2 | 0.34% | Q4 2025 | Jan 21, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 576 | 181 | 0.01% | 0.01% | 1157 | +174 | 43.28% | Q4 2025 | Jan 21, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | Reduced | 566 | 178 | 0.04% | 0.05% | 1159 | -97 | -14.63% | Q4 2025 | Feb 27, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 567 | 178 | 0.01% | 0.01% | 1158 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Strategic Wealth Advisors LLC | History | New | 562 | 176 | 0.15% | — | 1160 | +562 | New | Q4 2025 | Feb 03, 2026 |
| Sankala Group LLC | History | New | 556 | 175 | 0.14% | — | 1161 | +556 | New | Q4 2025 | Mar 02, 2026 |
| CVA Family Office, LLC | History | No change | 535 | 168 | 0.02% | 0.02% | 1162 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 518 | 163 | 0.0% | 0.0% | 1163 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Turim 21 Investimentos Ltda. | History | No change | 505 | 158 | 0.06% | 0.05% | 1164 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MOGY JOEL R INVESTMENT COUNSEL INC | History | No change | 500 | 157 | 0.01% | 0.01% | 1165 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Provenance Wealth Advisors, LLC | History | No change | 490 | 154 | 0.02% | 0.02% | 1166 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Bernard Wealth Management Corp. | History | No change | 483 | 152 | 0.06% | 0.06% | 1167 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | No change | 476 | 149 | 0.01% | 0.01% | 1168 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Colonial Trust Co / SC | History | No change | 472 | 148 | 0.02% | 0.02% | 1169 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| United Financial Planning Group LLC | History | Reduced | 461 | 145 | 0.09% | 0.1% | 1171 | -36 | -7.24% | Q4 2025 | Feb 11, 2026 |
| Rossmore Private Capital | History | Added to | 463 | 145 | 0.01% | 0.02% | 1170 | +2 | 0.43% | Q4 2025 | Feb 05, 2026 |
| Triumph Capital Management | History | New | 458 | 144 | 0.03% | — | 1172 | +458 | New | Q4 2025 | Feb 12, 2026 |
| CURIO WEALTH, LLC | History | No change | 446 | 142 | 0.05% | 0.06% | 1173 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 450 | 141 | 0.01% | 0.01% | 1174 | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| Caldwell Trust Co | History | Added to | 441 | 138 | 0.01% | 0.01% | 1175 | +31 | 7.56% | Q4 2025 | Jan 30, 2026 |
| American Wealth Advisors, LLC | History | Added to | 440 | 138 | 0.14% | 0.13% | 1176 | +3 | 0.69% | Q4 2025 | Jan 26, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 427 | 134 | 0.01% | 0.01% | 1177 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| FIRST HORIZON CORP | History | No change | 423 | 133 | 0.01% | 0.01% | 1178 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Ancora Advisors LLC | History | Added to | 422 | 132 | 0.0% | 0.0% | 1179 | +75 | 21.61% | Q4 2025 | Feb 17, 2026 |
| Hughes Financial Services, LLC | History | No change | 418 | 131 | 0.02% | 0.02% | 1180 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| GoalVest Advisory LLC | History | Reduced | 397 | 124 | 0.02% | 0.04% | 1183 | -275 | -40.92% | Q4 2025 | Jan 05, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | No change | 397 | 124 | 0.05% | 0.05% | 1181 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Hills Bank & Trust Co | History | No change | 395 | 124 | 0.01% | 0.01% | 1182 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 388 | 122 | 0.02% | — | 1184 | +388 | New | Q4 2025 | Feb 09, 2026 |
| DT Investment Partners, LLC | History | Reduced | 369 | 116 | 0.01% | 0.01% | 1185 | -1 | -0.27% | Q4 2025 | Feb 10, 2026 |
| Grove Bank & Trust | History | No change | 366 | 115 | 0.01% | 0.01% | 1186 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 367 | 115 | 0.02% | 0.02% | 1187 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Cornerstone Financial Management LLC | History | New | 365 | 114 | 0.11% | — | 1188 | +365 | New | Q4 2025 | Feb 13, 2026 |
| Dorato Capital Management | History | New | 353 | 112 | 0.08% | — | 1189 | +353 | New | Q4 2025 | Jan 16, 2026 |
| Pillar Financial Advisors, LLC | History | No change | 353 | 111 | 0.07% | 0.07% | 1190 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Integrity Financial Corp /WA | History | No change | 350 | 110 | 0.06% | 0.05% | 1191 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | Reduced | 348 | 109 | 0.01% | 0.01% | 1192 | -38 | -9.84% | Q4 2025 | Feb 09, 2026 |
| Darwin Wealth Management, LLC | History | New | 345 | 108 | 0.03% | — | 1193 | +345 | New | Q4 2025 | Jan 22, 2026 |
| Intelligent Financial Strategies | History | No change | 346 | 108 | 0.05% | 0.05% | 1194 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 341 | 107 | 0.04% | 0.04% | 1195 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Twin Lakes Capital Management, LLC | History | No change | 335 | 105 | 0.05% | 0.05% | 1196 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Added to | 325 | 102 | 0.08% | 0.03% | 1197 | +223 | 218.63% | Q4 2025 | Feb 10, 2026 |
| Horizon Investments, LLC | History | Added to | 324 | 101 | 0.0% | 0.0% | 1198 | +145 | 81.01% | Q4 2025 | Feb 02, 2026 |
| First Pacific Financial | History | Added to | 322 | 101 | 0.01% | 0.01% | 1199 | +2 | 0.63% | Q4 2025 | Jan 16, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 311 | 97 | 0.05% | 0.07% | 1201 | -311 | -50.0% | Q4 2025 | Feb 18, 2026 |
| Sound Income Strategies, LLC | History | Added to | 306 | 97 | 0.0% | 0.0% | 1200 | +73 | 31.33% | Q4 2025 | Jan 21, 2026 |
| Evelyn Partners Investment Management (Europe) Ltd | History | No change | 310 | 97 | 0.03% | 0.03% | 1202 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Timmons Wealth Management, LLC | History | New | 305 | 95 | 0.09% | — | 1203 | +305 | New | Q4 2025 | Feb 12, 2026 |
| one8zero8, LLC | History | No change | 300 | 94 | 0.02% | 0.02% | 1204 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| COUNTRY TRUST BANK | History | No change | 296 | 93 | 0.0% | 0.0% | 1205 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Bare Financial Services, Inc | History | No change | 286 | 90 | 0.03% | 0.03% | 1206 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Birchwood Financial Partners, Inc. | History | New | 276 | 86 | 0.09% | — | 1209 | +276 | New | Q4 2025 | Feb 19, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 275 | 86 | 0.0% | 0.0% | 1207 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Colony Family Offices, LLC | History | No change | 274 | 86 | 0.02% | 0.02% | 1208 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Reyes Financial Architecture, Inc. | History | No change | 272 | 85 | 0.05% | 0.06% | 1210 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 267 | 84 | 0.01% | 0.01% | 1211 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Added to | 255 | 80 | 0.02% | 0.01% | 1213 | +216 | 553.85% | Q4 2025 | Feb 09, 2026 |
| WEBSTER BANK, N. A. | History | No change | 257 | 80 | 0.01% | 0.01% | 1212 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Perkins Coie Trust Co | History | No change | 250 | 78 | 0.01% | 0.01% | 1214 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | No change | 251 | 78 | 0.03% | 0.03% | 1215 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Granite FO LLC | History | No change | 243 | 76 | 0.04% | 0.04% | 1216 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| JDM Financial Group LLC | History | No change | 241 | 75 | 0.03% | 0.03% | 1217 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 235 | 73 | 0.0% | 0.0% | 1218 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Powell Investment Advisors, LLC | History | Added to | 228 | 71 | 0.02% | 0.02% | 1219 | +1 | 0.44% | Q4 2025 | Feb 09, 2026 |
| Rice Partnership, LLC | History | No change | 223 | 70 | 0.01% | 0.01% | 1220 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Wealth Watch Advisors, INC | History | New | 222 | 69 | 0.03% | — | 1221 | +222 | New | Q4 2025 | Feb 17, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | No change | 214 | 67 | 0.04% | 0.04% | 1222 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 209 | 66 | 0.0% | 0.0% | 1224 | -92 | -30.56% | Q4 2025 | Feb 09, 2026 |
| RESOURCES MANAGEMENT CORP /CT/ /ADV | History | No change | 210 | 66 | 0.01% | 0.01% | 1223 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Garton & Associates Financial Advisors LLC | History | New | 208 | 65 | 0.04% | — | 1225 | +208 | New | Q4 2025 | Feb 18, 2026 |
| Navalign, LLC | History | New | 204 | 64 | 0.02% | — | 1226 | +204 | New | Q4 2025 | Feb 05, 2026 |
| ORG Partners LLC | History | No change | 199 | 62 | 0.01% | 0.01% | 1227 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Colonial Trust Advisors | History | Reduced | 194 | 61 | 0.0% | 0.01% | 1228 | -100 | -34.01% | Q4 2025 | Feb 12, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | No change | 189 | 59 | 0.0% | 0.0% | 1229 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| SIMPLEX TRADING, LLC | History | New | 187 | 58 | 0.0% | — | 1230 | +187 | New | Q4 2025 | Feb 11, 2026 |
| Princeton Global Asset Management LLC | History | New | 183 | 57 | 0.01% | — | 1231 | +183 | New | Q4 2025 | Jan 20, 2026 |
| Orion Capital Management LLC | History | No change | 182 | 57 | 0.02% | 0.02% | 1232 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 182 | 57 | 0.02% | 0.01% | 1233 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Litman Gregory Wealth Management LLC | History | New | 172 | 54 | 0.0% | — | 1234 | +172 | New | Q4 2025 | Feb 12, 2026 |
| MidFirst Bank | History | New | 172 | 54 | 0.0% | — | 1236 | +172 | New | Q4 2025 | Feb 25, 2026 |
| Anchor Investment Management, LLC | History | Added to | 174 | 54 | 0.0% | 0.0% | 1235 | +74 | 74.0% | Q4 2025 | Feb 26, 2026 |
| North Star Investment Management Corp. | History | No change | 170 | 53 | 0.0% | 0.0% | 1237 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 166 | 52 | 0.0% | 0.0% | 1239 | +36 | 27.69% | Q4 2025 | Feb 13, 2026 |
| Jackson Hole Capital Partners, LLC | History | Added to | 166 | 52 | 0.01% | 0.01% | 1238 | +1 | 0.61% | Q4 2025 | Jan 30, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 166 | 52 | 0.03% | 0.04% | 1240 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Millstone Evans Group, LLC | History | No change | 160 | 50 | 0.03% | 0.03% | 1241 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Estate Planners Group, LLC | History | New | 151 | 47 | 0.02% | — | 1242 | +151 | New | Q4 2025 | Apr 07, 2026 |
| HOERTKORN RICHARD CHARLES | History | Reduced | 145 | 45 | 0.02% | 0.07% | 1244 | -289 | -66.59% | Q4 2025 | Jan 27, 2026 |
| Founders Financial Alliance, LLC | History | Reduced | 145 | 45 | 0.01% | 0.02% | 1246 | -135 | -48.21% | Q4 2025 | Feb 12, 2026 |
| Westside Investment Management, Inc. | History | No change | 143 | 45 | 0.01% | 0.01% | 1243 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Security National Bank | History | No change | 144 | 45 | 0.01% | 0.01% | 1245 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | History | Reduced | 142 | 44 | 0.02% | 0.02% | 1250 | -64 | -31.07% | Q4 2025 | Jan 16, 2026 |
| Westend Capital Management, LLC | History | No change | 141 | 44 | 0.01% | 0.01% | 1247 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Sunbelt Securities, Inc. | History | No change | 142 | 44 | 0.0% | 0.0% | 1248 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| Red Tortoise LLC | History | No change | 141 | 44 | 0.02% | 0.02% | 1249 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Field & Main Bank | History | No change | 138 | 43 | 0.01% | 0.01% | 1251 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Wiser Advisor Group LLC | History | No change | 139 | 43 | 0.05% | 0.05% | 1252 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 133 | 41 | 0.0% | 0.0% | 1253 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | No change | 130 | 40 | 0.02% | 0.02% | 1254 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 118 | 37 | 0.0% | 0.0% | 1255 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Crews Bank & Trust | History | No change | 110 | 34 | 0.0% | 0.0% | 1256 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| REICON WEALTH ADVISORS, LLC | History | New | 102 | 32 | 0.02% | — | 1258 | +102 | New | Q4 2025 | Jan 30, 2026 |
| CONSULTIVA WEALTH MANAGEMENT, CORP. | History | No change | 103 | 32 | 0.09% | 0.09% | 1257 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Tripletail Wealth Management, LLC | History | No change | 100 | 31 | 0.04% | 0.04% | 1259 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| OPTIMA CAPITAL LLC | History | New | 95 | 29 | 0.01% | — | 1262 | +95 | New | Q4 2025 | Jan 23, 2026 |
| Inlight Wealth Management, LLC | History | No change | 94 | 29 | 0.01% | 0.01% | 1260 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | No change | 93 | 29 | 0.01% | 0.01% | 1261 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| VAN DEN BERG MANAGEMENT I, INC | History | Reduced | 86 | 27 | 0.01% | 0.01% | 1263 | -70 | -44.87% | Q4 2025 | Feb 17, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | Added to | 87 | 27 | 0.0% | 0.0% | 1264 | +60 | 222.22% | Q4 2025 | Feb 17, 2026 |
| Compass Financial Services Inc | History | No change | 84 | 26 | 0.01% | 0.01% | 1265 | 0 | 0.0% | Q4 2025 | Feb 27, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 80 | 25 | 0.01% | 0.01% | 1266 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 79 | 24 | 0.0% | — | 1268 | +79 | New | Q4 2025 | Feb 03, 2026 |
| Hurley Capital, LLC | History | No change | 79 | 24 | 0.01% | 0.01% | 1267 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| WestEnd Advisors, LLC | History | New | 76 | 23 | 0.0% | — | 1269 | +76 | New | Q4 2025 | Jan 27, 2026 |
| BROADWATER CAPITAL MANAGEMENT LLC | History | No change | 75 | 23 | 0.02% | 0.02% | 1270 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Tidemark, LLC | History | No change | 71 | 22 | 0.01% | 0.01% | 1271 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Atlantic Private Wealth, LLC | History | No change | 64 | 20 | 0.01% | 0.01% | 1272 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Topsail Wealth Management, LLC | History | No change | 62 | 19 | 0.0% | 0.0% | 1273 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Crewe Advisors LLC | History | New | 59 | 18 | 0.0% | — | 1274 | +59 | New | Q4 2025 | Jan 16, 2026 |
| Archer Investment Corp | History | No change | 59 | 18 | 0.0% | 0.0% | 1275 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 59 | 18 | 0.01% | 0.01% | 1276 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | No change | 56 | 17 | 0.01% | 0.01% | 1277 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Quaker Wealth Management, LLC | History | No change | 54 | 17 | 0.01% | 0.01% | 1278 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Quent Capital, LLC | History | New | 51 | 16 | 0.0% | — | 1280 | +51 | New | Q4 2025 | Jan 29, 2026 |
| SITTNER & NELSON, LLC | History | No change | 51 | 16 | 0.01% | 0.01% | 1279 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Whipplewood Advisors, LLC | History | No change | 53 | 16 | 0.01% | 0.01% | 1281 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Financial Perspectives, Inc | History | No change | 49 | 15 | 0.0% | 0.0% | 1282 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| YANKCOM Partnership | History | New | 43 | 13 | 0.01% | — | 1283 | +43 | New | Q4 2025 | Jan 20, 2026 |
| Kilter Group LLC | History | Added to | 44 | 13 | 0.01% | 0.0% | 1284 | +14 | 46.67% | Q4 2025 | Feb 13, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | Reduced | 41 | 12 | 0.0% | 0.0% | 1285 | -4 | -8.89% | Q4 2025 | Feb 05, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 36 | 11 | 0.0% | 0.0% | 1286 | -24 | -40.0% | Q4 2025 | Feb 13, 2026 |
| PFS Partners, LLC | History | Added to | 34 | 10 | 0.0% | 0.0% | 1287 | +1 | 3.03% | Q4 2025 | Jan 16, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | No change | 31 | 9 | 0.0% | 0.0% | 1288 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 32 | 9 | 0.0% | 0.0% | 1289 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| EPG Wealth Management LLC | History | No change | 28 | 8 | 0.0% | 0.0% | 1290 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Capital Analysts, LLC | History | Reduced | 23 | 7 | 0.0% | 0.04% | 1295 | -3,957 | -99.42% | Q4 2025 | Feb 11, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | New | 25 | 7 | 0.0% | — | 1292 | +25 | New | Q4 2025 | Jan 22, 2026 |
| EASTERN BANK | History | New | 25 | 7 | 0.0% | — | 1293 | +25 | New | Q4 2025 | Jan 14, 2026 |
| Wilkerson Advisory Group LLC | History | New | 25 | 7 | 0.0% | — | 1298 | +25 | New | Q4 2025 | Feb 13, 2026 |
| Elevated Capital Advisors, LLC | History | New | 23 | 7 | 0.0% | — | 1296 | +23 | New | Q4 2025 | Jan 27, 2026 |
| Hanson & Doremus Investment Management | History | Reduced | 21 | 7 | 0.0% | 0.0% | 1294 | -10 | -32.26% | Q4 2025 | Jan 20, 2026 |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | History | No change | 24 | 7 | 0.0% | 0.0% | 1291 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Coston, McIsaac & Partners | History | No change | 25 | 7 | 0.0% | 0.0% | 1297 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| GODSEY & GIBB, INC | History | New | 21 | 6 | 0.0% | — | 1299 | +21 | New | Q4 2025 | Jan 27, 2026 |
| Fourth Dimension Wealth, LLC | History | Reduced | 20 | 6 | 0.0% | 0.0% | 1302 | -5 | -20.0% | Q4 2025 | Feb 04, 2026 |
| West Financial Advisors, LLC | History | No change | 22 | 6 | 0.0% | 0.0% | 1300 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| ROGCO, LP | History | No change | 20 | 6 | 0.0% | 0.0% | 1301 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Osbon Capital Management LLC | History | New | 18 | 5 | 0.0% | — | 1305 | +18 | New | Q4 2025 | Mar 16, 2026 |
| Prudent Man Investment Management, Inc. | History | Reduced | 17 | 5 | 0.0% | 0.0% | 1309 | -11 | -39.29% | Q4 2025 | Feb 12, 2026 |
| VISION FINANCIAL MARKETS LLC | History | No change | 16 | 5 | 0.01% | 0.0% | 1303 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| TCTC Holdings, LLC | History | No change | 16 | 5 | 0.0% | 0.0% | 1304 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Operose Advisors LLC | History | No change | 17 | 5 | 0.0% | 0.0% | 1306 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Creative Capital Management Investments LLC | History | No change | 16 | 5 | 0.0% | 0.0% | 1307 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 18 | 5 | 0.0% | 0.0% | 1308 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Global Trust Asset Management, LLC | History | New | 15 | 4 | 0.0% | — | 1310 | +15 | New | Q4 2025 | Jan 20, 2026 |
| Monetary Solutions, Ltd | History | New | 15 | 4 | 0.0% | — | 1312 | +15 | New | Q4 2025 | Feb 23, 2026 |
| Bank of Jackson Hole Trust | History | No change | 14 | 4 | 0.0% | 0.0% | 1311 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| GPS Wealth Strategies Group, LLC | History | Reduced | 12 | 3 | 0.0% | 0.0% | 1314 | -13 | -52.0% | Q4 2025 | Feb 06, 2026 |
| New Republic Capital, LLC | History | Added to | 10 | 3 | 0.0% | 0.0% | 1315 | +5 | 100.0% | Q4 2025 | Feb 10, 2026 |
| MCF Advisors LLC | History | No change | 12 | 3 | 0.0% | 0.0% | 1313 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 11 | 3 | 0.0% | 0.0% | 1316 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| NVWM, LLC | History | No change | 8 | 2 | 0.0% | 0.0% | 1317 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| West Branch Capital LLC | History | No change | 9 | 2 | 0.0% | 0.0% | 1318 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -68,646 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TWO SIGMA INVESTMENTS, LP | History | Closed out | 0 | 0 | — | 0.03% | — | -57,900 | -100.0% | Q3 2025 | Nov 14, 2025 |
| BRIGHTON JONES LLC | History | Closed out | 0 | 0 | — | 0.3% | — | -40,377 | -100.0% | Q3 2025 | Oct 14, 2025 |
| NorthCrest Asset Manangement, LLC | History | Closed out | 0 | 0 | — | 0.23% | — | -31,290 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Strategic Investment Advisors / MI | History | Closed out | 0 | 0 | — | 0.0% | — | -26,700 | -100.0% | Q3 2025 | Dec 17, 2025 |
| Jump Financial, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -17,140 | -100.0% | Q3 2025 | Nov 13, 2025 |
| KMG FIDUCIARY PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.3% | — | -14,330 | -100.0% | Q3 2025 | Oct 10, 2025 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.01% | — | -9,759 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Retireful, LLC | History | Closed out | 0 | 0 | — | 2.17% | — | -7,284 | -100.0% | Q3 2025 | Oct 17, 2025 |
| Strategic Financial Concepts, LLC | History | Closed out | 0 | 0 | — | 0.32% | — | -7,245 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Consolidated Portfolio Review Corp | History | Closed out | 0 | 0 | — | 0.27% | — | -7,091 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Chicago Capital, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -5,335 | -100.0% | Q3 2025 | Oct 22, 2025 |
| TUDOR INVESTMENT CORP ET AL | History | Closed out | 0 | 0 | — | 6.51% | — | -4,557 | -100.0% | Q3 2025 | Dec 09, 2025 |
| Silver Oak Advisory Group, Inc. | History | Closed out | 0 | 0 | — | 0.6% | — | -4,283 | -100.0% | Q3 2025 | Nov 07, 2025 |
| MARQUETTE ASSOCIATES, INC. | History | Closed out | 0 | 0 | — | 1.5% | — | -4,042 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.03% | — | -3,124 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,654 | -100.0% | Q3 2025 | Nov 10, 2025 |
| BARCLAYS PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,900 | -100.0% | Q3 2025 | Mar 31, 2026 |
| EVOKE WEALTH, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,845 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PFG Private Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -1,366 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Bryn Mawr Trust Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,221 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Crestwood Advisors Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,162 | -100.0% | Q3 2025 | Nov 07, 2025 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Main Street Financial Solutions, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -949 | -100.0% | Q3 2025 | Nov 14, 2025 |
| FNY Investment Advisers, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -900 | -100.0% | Q3 2025 | Dec 15, 2025 |
| Sterling Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.08% | — | -850 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Everest Management Corp. | History | Closed out | 0 | 0 | — | 0.15% | — | -762 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Mach-1 Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -751 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Orca Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -743 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Enclave Advisors LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -716 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Beacon Financial Advisory LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -688 | -100.0% | Q3 2025 | Oct 29, 2025 |
| WORLD EQUITY GROUP, INC. | History | Closed out | 0 | 0 | — | 0.05% | — | -662 | -100.0% | Q3 2025 | Oct 24, 2025 |
| Grey Fox Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -454 | -100.0% | Q3 2025 | Oct 29, 2025 |
| JPL Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -440 | -100.0% | Q3 2025 | Nov 14, 2025 |
| North Capital, Inc. | History | Closed out | 0 | 0 | — | 0.09% | — | -377 | -100.0% | Q3 2025 | Oct 09, 2025 |
| POM Investment Strategies, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -269 | -100.0% | Q3 2025 | Nov 12, 2025 |
| LGT Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -152 | -100.0% | Q3 2025 | Nov 17, 2025 |
| PERRITT CAPITAL MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.02% | — | -115 | -100.0% | Q3 2025 | Nov 17, 2025 |
| LAZARD ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -94 | -100.0% | Q3 2025 | Nov 14, 2025 |
| AllSquare Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -77 | -100.0% | Q3 2025 | Jan 12, 2026 |
| RMG Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -44 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Morling Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -38 | -100.0% | Q3 2025 | Nov 04, 2025 |
| ABSHER WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -27 | -100.0% | Q3 2025 | Oct 22, 2025 |
| TruNorth Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -24 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Kozak & Associates, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -23 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Carolina Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14 | -100.0% | Q3 2025 | Oct 07, 2025 |
| MMA ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Robbins Farley | History | Closed out | 0 | 0 | — | 0.0% | — | -10 | -100.0% | Q3 2025 | Oct 15, 2025 |
| REAP Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Cape Investment Advisory, Inc. | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Feb 17, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 03, 2026 |
| Safe Harbor Fiduciary, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 17, 2026 |
| Global Wealth Strategies & Associates | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Oct 02, 2025 |