VANGUARD WHITEHALL FUNDS - VYM
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Added to | 12,528,880 | 1,798,144 | 0.13% | 0.11% | 1 | +627,046 | 5.27% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 10,202,996 | 1,464,334 | 0.09% | 0.09% | 2 | +161,311 | 1.61% | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 7,720,006 | 1,107,975 | 0.34% | 0.34% | 3 | +274,754 | 3.69% | Q4 2025 | Feb 18, 2026 |
| LPL Financial LLC | History | Added to | 6,820,119 | 978,823 | 0.27% | 0.27% | 4 | +345,129 | 5.33% | Q4 2025 | Feb 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 5,506,257 | 790,257 | 0.14% | 0.14% | 5 | +204,501 | 3.86% | Q4 2025 | Feb 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 5,363,002 | 769,698 | 0.05% | 0.04% | 6 | +90,312 | 1.71% | Q4 2025 | Feb 11, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 4,187,841 | 601,621 | 0.14% | 0.13% | 7 | +168,579 | 4.19% | Q4 2025 | Feb 17, 2026 |
| Creative Planning | History | Added to | 3,618,754 | 519,363 | 0.37% | 0.38% | 8 | +43,718 | 1.22% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 3,450,762 | 495,253 | 0.15% | 0.14% | 9 | +27,641 | 0.81% | Q4 2025 | Feb 10, 2026 |
| UBS Group AG | History | Reduced | 2,878,253 | 413,086 | 0.07% | 0.06% | 10 | -33,030 | -1.13% | Q4 2025 | Jan 29, 2026 |
| Cetera Investment Advisers | History | Added to | 2,645,151 | 379,632 | 0.41% | 0.41% | 11 | +157,063 | 6.31% | Q4 2025 | Feb 17, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 2,751,727 | 373,082 | 0.57% | 0.62% | 12 | +105,528 | 3.99% | Q4 2025 | Feb 18, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 2,595,284 | 372,475 | 0.23% | 0.22% | 13 | +251,958 | 10.75% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 2,491,630 | 357,599 | 0.06% | — | 14 | +2,491,630 | New | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 2,374,374 | 340,770 | 0.45% | 0.43% | 15 | +2,049 | 0.09% | Q4 2025 | Feb 12, 2026 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | History | Added to | 2,314,911 | 332,236 | 2.67% | 2.59% | 16 | +68,167 | 3.03% | Q4 2025 | Jan 27, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 1,913,439 | 274,617 | 0.63% | 0.62% | 17 | +60,880 | 3.29% | Q4 2025 | Feb 11, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 1,869,900 | 268,368 | 0.03% | 0.03% | 18 | -149,967 | -7.42% | Q4 2025 | Mar 25, 2026 |
| SCS Capital Management LLC | History | Reduced | 1,505,250 | 216,033 | 2.29% | 2.32% | 19 | -6,000 | -0.4% | Q4 2025 | Feb 10, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 1,466,668 | 210,497 | 0.19% | 0.18% | 20 | +101,529 | 7.44% | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 1,455,086 | 208,900 | 0.31% | 0.27% | 21 | +84,346 | 6.15% | Q4 2025 | Feb 17, 2026 |
| HighTower Advisors, LLC | History | Added to | 1,420,355 | 203,849 | 0.22% | 0.22% | 22 | +63,617 | 4.69% | Q4 2025 | Feb 06, 2026 |
| Pathstone Holdings, LLC | History | New | 1,398,107 | 200,309 | 0.77% | — | 23 | +1,398,107 | New | Q4 2025 | Feb 13, 2026 |
| Rakuten Investment Management, Inc. | History | No change | 1,418,554 | 199,321 | 0.67% | 0.71% | 24 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Howard Capital Management Inc. | History | No change | 1,132,957 | 162,601 | 2.1% | 2.11% | 25 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 1,095,800 | 157,269 | 0.65% | 0.69% | 26 | +22,917 | 2.14% | Q4 2025 | Feb 13, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 1,092,000 | 156,723 | 0.02% | 0.0% | 27 | +893,100 | 449.02% | Q4 2025 | Feb 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 1,090,230 | 156,470 | 0.41% | 0.39% | 28 | +83,172 | 8.26% | Q4 2025 | Feb 05, 2026 |
| Auto-Owners Insurance Co | History | Added to | 1,035,700 | 148,643 | 3.12% | 2.64% | 29 | +311,500 | 43.01% | Q4 2025 | Mar 09, 2026 |
| Joel Isaacson & Co., LLC | History | Added to | 1,027,796 | 147,509 | 4.87% | 4.97% | 30 | +49,887 | 5.1% | Q4 2025 | Jan 30, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 935,150 | 134,212 | 0.18% | 0.18% | 31 | -3,596 | -0.38% | Q4 2025 | Feb 02, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 933,014 | 133,906 | 0.02% | 0.02% | 32 | +33,116 | 3.68% | Q4 2025 | Feb 13, 2026 |
| Baird Financial Group, Inc. | History | Added to | 928,873 | 133,311 | 0.21% | 0.14% | 33 | +329,944 | 55.09% | Q4 2025 | Feb 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 909,000 | 130,459 | 0.07% | 0.08% | 34 | +17,565 | 1.97% | Q4 2025 | Feb 06, 2026 |
| Wharton Business Group, LLC | History | Added to | 892,467 | 128,087 | 4.87% | 5.49% | 35 | +256 | 0.03% | Q4 2025 | Feb 11, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 829,110 | 118,993 | 0.73% | 0.69% | 36 | +67,954 | 8.93% | Q4 2025 | Jan 29, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 820,249 | 117,722 | 0.22% | 0.23% | 37 | +22,237 | 2.79% | Q4 2025 | Feb 17, 2026 |
| Florida Trust Wealth Management Co | History | Reduced | 790,209 | 113,410 | 3.13% | 3.25% | 38 | -18,475 | -2.28% | Q4 2025 | Jan 20, 2026 |
| Cerity Partners LLC | History | Added to | 761,565 | 109,299 | 0.16% | 0.13% | 39 | +201,547 | 35.99% | Q4 2025 | Feb 11, 2026 |
| Martel Wealth Advisors Inc | History | Added to | 726,001 | 104,195 | 17.79% | 17.49% | 40 | +17,498 | 2.47% | Q4 2025 | Jan 21, 2026 |
| Allworth Financial LP | History | New | 725,844 | 104,173 | 0.43% | — | 41 | +725,844 | New | Q4 2025 | Feb 05, 2026 |
| Corient Private Wealth LLC | History | Added to | 723,201 | 103,794 | 0.14% | 0.15% | 42 | +35,284 | 5.13% | Q4 2025 | Mar 09, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 708,721 | 101,715 | 0.04% | 0.03% | 43 | +63,918 | 9.91% | Q4 2025 | Feb 12, 2026 |
| One Day In July LLC | History | Added to | 704,387 | 101,093 | 8.3% | 8.16% | 44 | +20,077 | 2.93% | Q4 2025 | Feb 04, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 700,928 | 100,597 | 0.05% | 0.0% | 45 | +696,944 | 17493.57% | Q4 2025 | Feb 10, 2026 |
| ASSETMARK, INC | History | Added to | 698,050 | 100,184 | 0.2% | 0.17% | 46 | +126,550 | 22.14% | Q4 2025 | Jan 23, 2026 |
| Equitable Holdings, Inc. | History | Added to | 653,253 | 93,754 | 0.64% | 0.64% | 47 | +32,299 | 5.2% | Q4 2025 | Feb 17, 2026 |
| HCR Wealth Advisors | History | Added to | 642,119 | 92,157 | 9.13% | 9.31% | 48 | +4,156 | 0.65% | Q4 2025 | Jan 27, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 639,184 | 91,735 | 1.04% | 1.07% | 49 | -7,413 | -1.15% | Q4 2025 | Jan 20, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 627,137 | 90,006 | 0.22% | 0.22% | 50 | +46,941 | 8.09% | Q4 2025 | Feb 13, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 582,800 | 83,643 | 2.15% | 2.13% | 51 | -6,798 | -1.15% | Q4 2025 | Feb 03, 2026 |
| Mariner, LLC | History | Added to | 569,968 | 81,802 | 0.1% | 0.1% | 52 | +14,130 | 2.54% | Q4 2025 | Feb 13, 2026 |
| MARINO, STRAM & ASSOCIATES LLC | History | Added to | 549,805 | 78,907 | 14.26% | 13.78% | 53 | +6,103 | 1.12% | Q4 2025 | Jan 16, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 543,929 | 78,064 | 1.0% | 1.01% | 54 | +6,203 | 1.15% | Q4 2025 | Feb 05, 2026 |
| Wellspring Financial Advisors, LLC | History | Added to | 2,978,503 | 77,207 | 6.11% | 6.78% | 55 | +70,074 | 2.41% | Q4 2025 | Feb 11, 2026 |
| Focus Partners Wealth | History | Added to | 521,283 | 74,814 | 0.09% | 0.04% | 56 | +332,031 | 175.44% | Q4 2025 | Feb 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 493,191 | 72,380 | 0.1% | 0.1% | 57 | +3,577 | 0.73% | Q4 2025 | Jan 08, 2026 |
| INSPIRION WEALTH ADVISORS, LLC | History | Added to | 501,324 | 71,950 | 8.81% | 7.74% | 58 | +70,018 | 16.23% | Q4 2025 | Jan 09, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 489,328 | 70,228 | 0.01% | 0.01% | 59 | +18,222 | 3.87% | Q4 2025 | Feb 17, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 480,281 | 68,929 | 0.38% | 0.38% | 60 | +5,156 | 1.09% | Q4 2025 | Feb 12, 2026 |
| White Lighthouse Investment Management Inc. | History | Added to | 471,838 | 67,718 | 9.45% | 9.95% | 61 | +8,910 | 1.92% | Q4 2025 | Feb 09, 2026 |
| Align Financial, LLC | History | New | 64,440 | 64,440 | 0.04% | — | 62 | +64,440 | New | Q4 2025 | Feb 17, 2026 |
| Arlington Trust Co LLC | History | Reduced | 434,636 | 62,378 | 6.36% | 11.17% | 63 | -5,572 | -1.27% | Q4 2025 | Jan 30, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 417,062 | 59,856 | 0.03% | 0.04% | 64 | +15,486 | 3.86% | Q4 2025 | Feb 17, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Reduced | 396,265 | 56,872 | 1.17% | 1.38% | 65 | -152,187 | -27.75% | Q4 2025 | Feb 05, 2026 |
| Smithfield Trust Co | History | Reduced | 390,509 | 56,009 | 2.48% | 2.49% | 66 | -4,711 | -1.19% | Q4 2025 | Feb 09, 2026 |
| Private Advisor Group, LLC | History | Reduced | 376,884 | 54,090 | 0.25% | 0.27% | 67 | -7,068 | -1.84% | Q4 2025 | Feb 17, 2026 |
| HANCOCK WHITNEY CORP | History | Added to | 371,228 | 53,278 | 0.96% | 0.95% | 68 | +2,030 | 0.55% | Q4 2025 | Feb 17, 2026 |
| Cornerstone Advisory, LLC | History | Reduced | 345,556 | 49,594 | 4.73% | 4.8% | 69 | -1,138 | -0.33% | Q4 2025 | Jan 28, 2026 |
| Waverly Advisors, LLC | History | Reduced | 342,801 | 49,198 | 0.4% | 0.49% | 70 | -3,783 | -1.09% | Q4 2025 | Feb 17, 2026 |
| Operose Advisors LLC | History | Reduced | 340,681 | 48,895 | 11.39% | 12.32% | 71 | -10,104 | -2.88% | Q4 2025 | Feb 10, 2026 |
| Waldron Private Wealth LLC | History | Reduced | 337,278 | 48,405 | 1.91% | 1.97% | 72 | -7,670 | -2.22% | Q4 2025 | Jan 14, 2026 |
| UNITED SERVICES AUTOMOBILE ASSOCIATION | History | Added to | 336,132 | 48,241 | 3.05% | 2.1% | 73 | +123,278 | 57.92% | Q4 2025 | Feb 04, 2026 |
| NewEdge Advisors, LLC | History | Added to | 331,827 | 47,623 | 0.17% | 0.21% | 74 | +4,311 | 1.32% | Q4 2025 | Feb 18, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 327,388 | 46,986 | 0.36% | 0.34% | 75 | +26,249 | 8.72% | Q4 2025 | Feb 12, 2026 |
| MBM WEALTH CONSULTANTS, LLC | History | Reduced | 326,990 | 46,929 | 11.16% | 11.46% | 76 | -376 | -0.11% | Q4 2025 | Jan 26, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 323,090 | 46,369 | 0.03% | 0.03% | 77 | +18,084 | 5.93% | Q4 2025 | Feb 10, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 319,399 | 45,840 | 0.9% | 0.36% | 78 | +196,560 | 160.01% | Q4 2025 | Jan 14, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | History | Reduced | 318,956 | 45,776 | 1.9% | 2.0% | 79 | -11,296 | -3.42% | Q4 2025 | Feb 13, 2026 |
| Zhang Financial LLC | History | Reduced | 314,048 | 45,072 | 1.68% | 1.82% | 80 | -2,940 | -0.93% | Q4 2025 | Feb 10, 2026 |
| M&T BANK CORP | History | Added to | 311,151 | 44,656 | 0.14% | 0.14% | 81 | +12,473 | 4.18% | Q4 2025 | Jan 30, 2026 |
| Round Rock Advisors LLC | History | Added to | 307,633 | 44,151 | 6.64% | 6.77% | 82 | +4,596 | 1.52% | Q4 2025 | Apr 07, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Added to | 304,969 | 43,769 | 3.01% | 3.19% | 83 | +3,545 | 1.18% | Q4 2025 | Feb 02, 2026 |
| Twele Capital Management, Inc. | History | Added to | 298,771 | 42,879 | 7.66% | 7.71% | 84 | +2,198 | 0.74% | Q4 2025 | Jan 09, 2026 |
| DAVENPORT & Co LLC | History | Added to | 297,403 | 42,683 | 0.23% | 0.2% | 85 | +27,700 | 10.27% | Q4 2025 | Jan 12, 2026 |
| FMR LLC | History | Added to | 295,710 | 42,440 | 0.0% | 0.0% | 86 | +31,593 | 11.96% | Q4 2025 | Feb 17, 2026 |
| Apella Capital, LLC | History | Added to | 289,443 | 41,540 | 0.82% | 0.87% | 87 | +8,864 | 3.16% | Q4 2025 | Jan 21, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Added to | 289,191 | 41,504 | 0.45% | 0.14% | 88 | +202,003 | 231.69% | Q4 2025 | Feb 12, 2026 |
| SEI INVESTMENTS CO | History | Added to | 280,996 | 40,328 | 0.04% | 0.04% | 89 | +11,047 | 4.09% | Q4 2025 | Feb 13, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 279,427 | 40,103 | 0.14% | 0.13% | 90 | +26,117 | 10.31% | Q4 2025 | Jan 30, 2026 |
| Merit Financial Group, LLC | History | Added to | 278,479 | 39,967 | 0.32% | 0.35% | 91 | +6,776 | 2.49% | Q4 2025 | Jan 26, 2026 |
| ACT WEALTH MANAGEMENT, LLC | History | Added to | 270,704 | 38,851 | 12.71% | 13.05% | 92 | +6,495 | 2.46% | Q4 2025 | Jan 15, 2026 |
| Heartwood Wealth Advisors LLC | History | Added to | 267,804 | 38,435 | 3.54% | 3.48% | 93 | +3,186 | 1.2% | Q4 2025 | Jan 12, 2026 |
| Lido Advisors, LLC | History | Added to | 260,827 | 36,875 | 0.11% | 0.1% | 94 | +30,837 | 13.41% | Q4 2025 | Feb 10, 2026 |
| NEW ENGLAND ASSET MANAGEMENT INC | History | No change | 250,940 | 36,014 | 4.71% | 4.62% | 95 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Crews Bank & Trust | History | Added to | 248,065 | 35,602 | 5.09% | 4.95% | 96 | +8,069 | 3.36% | Q4 2025 | Jan 21, 2026 |
| Human Investing LLC | History | Added to | 246,463 | 35,372 | 5.0% | 5.13% | 97 | +187 | 0.08% | Q4 2025 | Jan 27, 2026 |
| Valmark Advisers, Inc. | History | Added to | 244,332 | 35,066 | 0.43% | 0.37% | 98 | +38,726 | 18.84% | Q4 2025 | Jan 26, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 243,840 | 34,995 | 0.19% | 0.3% | 99 | -159,500 | -39.54% | Q4 2025 | Jan 29, 2026 |
| Focus Financial Network, Inc. | History | Added to | 232,245 | 33,331 | 1.16% | 1.08% | 100 | +16,630 | 7.71% | Q4 2025 | Jan 12, 2026 |
| Conservest Capital Advisors, Inc. | History | Added to | 230,157 | 33,032 | 2.98% | 2.99% | 101 | +1,082 | 0.47% | Q4 2025 | Feb 12, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 229,437 | 32,928 | 0.23% | 0.27% | 102 | +2,366 | 1.04% | Q4 2025 | Feb 18, 2026 |
| Forum Private Client Group LLC | History | Added to | 221,838 | 31,838 | 10.85% | 10.58% | 103 | +11,190 | 5.31% | Q4 2025 | Feb 06, 2026 |
| Venture Visionary Partners LLC | History | Added to | 220,806 | 31,793 | 1.04% | 1.06% | 104 | +2,434 | 1.11% | Q4 2025 | Feb 13, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Reduced | 220,459 | 31,640 | 0.53% | 0.56% | 105 | -12,133 | -5.22% | Q4 2025 | Jan 28, 2026 |
| Wolff Financial Management LLC | History | Added to | 220,265 | 31,612 | 7.11% | 7.1% | 106 | +3,376 | 1.56% | Q4 2025 | Feb 06, 2026 |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | History | Added to | 218,597 | 31,373 | 0.02% | 0.02% | 107 | +49,694 | 29.42% | Q4 2025 | Feb 11, 2026 |
| WASHINGTON TRUST Co | History | Added to | 218,515 | 31,361 | 1.02% | 1.0% | 108 | +1,990 | 0.92% | Q4 2025 | Feb 10, 2026 |
| IFG Advisory, LLC | History | Added to | 216,947 | 31,136 | 1.36% | 1.29% | 109 | +16,196 | 8.07% | Q4 2025 | Feb 10, 2026 |
| REGIONS FINANCIAL CORP | History | Reduced | 215,956 | 30,994 | 0.2% | 0.2% | 110 | -30,197 | -12.27% | Q4 2025 | Jan 27, 2026 |
| AE Wealth Management LLC | History | Added to | 214,490 | 30,783 | 0.18% | 0.18% | 111 | +11,800 | 5.82% | Q4 2025 | Jan 26, 2026 |
| DeDora Capital, Inc. | History | Reduced | 214,265 | 30,751 | 7.28% | 7.3% | 112 | -296 | -0.14% | Q4 2025 | Jan 22, 2026 |
| Berkeley Capital Partners, LLC | History | Reduced | 213,470 | 30,637 | 7.21% | 7.22% | 113 | -3,103 | -1.43% | Q4 2025 | Feb 05, 2026 |
| Roble, Belko & Company, Inc | History | Added to | 213,462 | 30,636 | 4.01% | 4.07% | 114 | +662 | 0.31% | Q4 2025 | Jan 12, 2026 |
| Focused Wealth Management, Inc | History | Added to | 212,334 | 30,474 | 3.18% | 3.08% | 115 | +7,011 | 3.41% | Q4 2025 | Jan 29, 2026 |
| BANK OF HAWAII | History | Added to | 211,693 | 30,382 | 1.5% | 1.48% | 116 | +1,363 | 0.65% | Q4 2025 | Mar 03, 2026 |
| GSG Advisors LLC | History | Added to | 211,687 | 30,381 | 7.84% | 7.86% | 117 | +1,287 | 0.61% | Q4 2025 | Jan 08, 2026 |
| DAGCO, INC. | History | Added to | 211,441 | 30,345 | 7.01% | 7.49% | 118 | +93 | 0.04% | Q4 2025 | Jan 08, 2026 |
| Opus Capital Group, LLC | History | Added to | 210,973 | 30,279 | 3.28% | 3.33% | 119 | +831 | 0.4% | Q4 2025 | Jan 30, 2026 |
| US BANCORP \DE\ | History | Added to | 208,881 | 29,978 | 0.04% | 0.03% | 120 | +5,642 | 2.78% | Q4 2025 | Jan 30, 2026 |
| Arkadios Wealth Advisors | History | Added to | 205,231 | 29,454 | 0.57% | 0.65% | 121 | +13,665 | 7.13% | Q4 2025 | Feb 13, 2026 |
| COMERICA BANK | History | Reduced | 204,322 | 29,324 | 0.12% | 0.11% | 122 | -3,635 | -1.75% | Q4 2025 | Jan 29, 2026 |
| BEACON FINANCIAL GROUP | History | New | 201,563 | 28,928 | 2.88% | — | 123 | +201,563 | New | Q4 2025 | Apr 01, 2026 |
| Charter Capital Management, LLC\DE | History | Added to | 201,439 | 28,910 | 14.93% | 14.67% | 124 | +8,579 | 4.45% | Q4 2025 | Jan 22, 2026 |
| Southern Farm Bureau Life Insurance | History | No change | 200,033 | 28,707 | 2.96% | 3.33% | 125 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Buska Wealth Management, LLC | History | Reduced | 197,568 | 28,354 | 10.48% | 10.57% | 126 | -52,383 | -20.96% | Q4 2025 | Jan 22, 2026 |
| Mutual Advisors, LLC | History | Reduced | 197,082 | 28,285 | 0.61% | 0.61% | 127 | -629 | -0.32% | Q4 2025 | Feb 02, 2026 |
| FineMark National Bank & Trust | History | Added to | 196,748 | 28,237 | 0.88% | 0.9% | 128 | +1,701 | 0.87% | Q4 2025 | Feb 12, 2026 |
| &PARTNERS | History | Added to | 194,005 | 27,835 | 0.15% | 0.16% | 129 | +13,739 | 7.62% | Q4 2025 | Feb 17, 2026 |
| REBALANCE, LLC | History | Reduced | 191,581 | 27,495 | 1.61% | 1.72% | 130 | -10,669 | -5.28% | Q4 2025 | Jan 15, 2026 |
| Pacific Capital Wealth Advisors, Inc. | History | Reduced | 191,421 | 27,472 | 4.71% | 4.7% | 131 | -1,524 | -0.79% | Q4 2025 | Jan 26, 2026 |
| Quantinno Capital Management LP | History | Added to | 186,679 | 26,792 | 0.05% | 0.01% | 132 | +164,934 | 758.49% | Q4 2025 | Feb 17, 2026 |
| Investment Advisory Group, LLC | History | Added to | 186,045 | 26,701 | 6.87% | 6.87% | 133 | +6,756 | 3.77% | Q4 2025 | Jan 23, 2026 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | History | Added to | 183,920 | 26,396 | 3.54% | 2.76% | 134 | +61,966 | 50.81% | Q4 2025 | Feb 17, 2026 |
| Oak Harvest Investment Services | History | Added to | 183,259 | 26,301 | 2.87% | 2.96% | 135 | +3,094 | 1.72% | Q4 2025 | Jan 27, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Added to | 182,198 | 26,149 | 0.07% | 0.07% | 136 | +161 | 0.09% | Q4 2025 | Feb 17, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | Reduced | 180,976 | 25,973 | 2.75% | 2.87% | 137 | -2,292 | -1.25% | Q4 2025 | Jan 09, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 180,798 | 25,948 | 0.3% | 0.4% | 138 | +15,173 | 9.16% | Q4 2025 | Jan 29, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 176,833 | 25,379 | 0.3% | 0.27% | 139 | -33,976 | -16.12% | Q4 2025 | Feb 13, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 174,597 | 25,058 | 0.19% | — | 140 | +174,597 | New | Q4 2025 | Feb 18, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | Added to | 173,630 | 24,919 | 1.53% | 1.44% | 141 | +12,871 | 8.01% | Q4 2025 | Feb 12, 2026 |
| IFP Advisors, Inc | History | Added to | 173,550 | 24,907 | 0.56% | 0.61% | 142 | +8,166 | 4.94% | Q4 2025 | Feb 06, 2026 |
| Avion Wealth | History | Added to | 171,822 | 24,659 | 5.17% | 5.1% | 143 | +2,999 | 1.78% | Q4 2025 | Jan 23, 2026 |
| Montis Financial, LLC | History | Reduced | 171,246 | 24,577 | 4.86% | 5.62% | 144 | -1,758 | -1.02% | Q4 2025 | Feb 11, 2026 |
| Quaker Wealth Management, LLC | History | Added to | 170,637 | 24,489 | 7.76% | 7.65% | 145 | +3,857 | 2.31% | Q4 2025 | Jan 28, 2026 |
| Essex Financial Services, Inc. | History | Added to | 170,596 | 24,483 | 1.39% | 1.4% | 146 | +4,955 | 2.99% | Q4 2025 | Feb 10, 2026 |
| Measured Wealth Private Client Group, LLC | History | Reduced | 168,719 | 24,214 | 6.41% | 6.78% | 147 | -9,651 | -5.41% | Q4 2025 | Feb 10, 2026 |
| Annandale Capital, LLC | History | Added to | 168,517 | 24,186 | 2.87% | 3.74% | 148 | +12,356 | 7.91% | Q4 2025 | Feb 12, 2026 |
| FIRST HAWAIIAN BANK | History | Reduced | 166,845 | 23,945 | 3.19% | 3.04% | 149 | -1,213 | -0.72% | Q4 2025 | Jan 05, 2026 |
| Piedmont Capital Management, LLC | History | Reduced | 164,293 | 23,579 | 12.03% | 12.25% | 150 | -653 | -0.4% | Q4 2025 | Feb 13, 2026 |
| NORTHERN TRUST CORP | History | Added to | 163,264 | 23,431 | 0.0% | 0.0% | 151 | +1,246 | 0.77% | Q4 2025 | Feb 17, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 161,299 | 23,149 | 0.06% | 0.06% | 152 | +7,687 | 5.0% | Q4 2025 | Feb 17, 2026 |
| Ariston Services Group | History | Added to | 157,818 | 22,650 | 13.29% | 13.36% | 153 | +592 | 0.38% | Q4 2025 | Jan 23, 2026 |
| COMMERCE BANK | History | Added to | 156,641 | 22,481 | 0.12% | 0.12% | 154 | +568 | 0.36% | Q4 2025 | Feb 13, 2026 |
| Long Run Wealth Advisors, LLC | History | Added to | 156,215 | 22,420 | 4.22% | 4.2% | 155 | +4,548 | 3.0% | Q4 2025 | Feb 02, 2026 |
| Westside Investment Management, Inc. | History | Added to | 155,785 | 22,367 | 3.58% | 3.47% | 156 | +1,760 | 1.14% | Q4 2025 | Jan 23, 2026 |
| Wealth Dimensions Group, Ltd. | History | Added to | 153,925 | 22,091 | 4.38% | 4.36% | 157 | +3,439 | 2.29% | Q4 2025 | Feb 13, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Reduced | 153,066 | 21,968 | 1.23% | 1.62% | 158 | -32,907 | -17.69% | Q4 2025 | Feb 04, 2026 |
| Alliance Wealth Advisors, LLC /UT | History | Added to | 150,847 | 21,649 | 4.69% | 0.3% | 159 | +141,793 | 1566.08% | Q4 2025 | Feb 02, 2026 |
| FIRST NATIONAL TRUST CO | History | Added to | 149,171 | 21,409 | 0.71% | 0.71% | 160 | +2,828 | 1.93% | Q4 2025 | Feb 09, 2026 |
| Clearstead Advisors, LLC | History | Added to | 148,544 | 21,319 | 0.27% | 0.25% | 161 | +12,877 | 9.49% | Q4 2025 | Feb 09, 2026 |
| HOWE & RUSLING INC | History | Added to | 147,512 | 21,170 | 1.4% | 0.9% | 162 | +54,739 | 59.0% | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 145,500 | 20,882 | 0.0% | 0.03% | 163 | -1,107,083 | -88.38% | Q4 2025 | Feb 17, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Reduced | 145,298 | 20,853 | 0.66% | 0.67% | 164 | -642 | -0.44% | Q4 2025 | Jan 30, 2026 |
| Bank of New York Mellon Corp | History | Added to | 144,815 | 20,783 | 0.0% | 0.0% | 165 | +12,315 | 9.29% | Q4 2025 | Feb 10, 2026 |
| Ballast, Inc. | History | Added to | 144,777 | 20,778 | 4.86% | 4.09% | 166 | +25,082 | 20.95% | Q4 2025 | Feb 03, 2026 |
| Financial Perspectives, Inc | History | Added to | 144,312 | 20,711 | 5.58% | 5.61% | 167 | +787 | 0.55% | Q4 2025 | Jan 28, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 141,814 | 20,353 | 0.04% | 0.03% | 168 | +23,869 | 20.24% | Q4 2025 | Mar 16, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 141,732 | 20,341 | 1.08% | 1.18% | 169 | -5,834 | -3.95% | Q4 2025 | Jan 20, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Added to | 141,403 | 20,294 | 0.98% | 0.64% | 170 | +49,535 | 53.92% | Q4 2025 | Feb 04, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 138,653 | 19,899 | 0.62% | 0.76% | 171 | -29,150 | -17.37% | Q4 2025 | Jan 06, 2026 |
| Northside Capital Management, LLC | History | No change | 138,090 | 19,818 | 1.72% | 1.78% | 172 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 137,816 | 19,779 | 1.04% | 1.25% | 173 | -4,557 | -3.2% | Q4 2025 | Jan 26, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 136,866 | 19,643 | 0.49% | 0.49% | 174 | +4,262 | 3.21% | Q4 2025 | Feb 09, 2026 |
| Perfromance Wealth Partners, LLC | History | Reduced | 136,607 | 19,605 | 0.53% | 0.54% | 175 | -201 | -0.15% | Q4 2025 | Jan 21, 2026 |
| Steele Capital Management, Inc. | History | Added to | 136,510 | 19,591 | 0.84% | 0.82% | 176 | +4,785 | 3.63% | Q4 2025 | Jan 27, 2026 |
| Select Asset Management & Trust | History | Added to | 136,235 | 19,552 | 6.08% | 5.91% | 177 | +18 | 0.01% | Q4 2025 | Feb 10, 2026 |
| BESSEMER GROUP INC | History | Reduced | 135,376 | 19,429 | 0.03% | 0.03% | 178 | -1,401 | -1.02% | Q4 2025 | Feb 05, 2026 |
| Baker Ellis Asset Management LLC | History | Reduced | 135,353 | 19,425 | 2.34% | 2.41% | 179 | -3,349 | -2.41% | Q4 2025 | Jan 21, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 133,100 | 19,405 | 1.72% | 1.75% | 180 | -3,992 | -2.91% | Q4 2025 | Jan 28, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 132,086 | 18,956 | 0.15% | 0.21% | 181 | -147,336 | -52.73% | Q4 2025 | Feb 13, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 130,654 | 18,751 | 0.03% | 0.02% | 182 | +15,061 | 13.03% | Q4 2025 | Feb 10, 2026 |
| PFG Advisors | History | Reduced | 128,116 | 18,387 | 0.89% | 0.96% | 183 | -37,783 | -22.77% | Q4 2025 | Jan 27, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | Reduced | 124,045 | 17,802 | 1.12% | 1.15% | 184 | -1,800 | -1.43% | Q4 2025 | Feb 17, 2026 |
| Summit Financial, LLC | History | Added to | 123,301 | 17,696 | 0.26% | 0.24% | 185 | +10,896 | 9.69% | Q4 2025 | Feb 13, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | Added to | 123,124 | 17,670 | 0.97% | 0.07% | 186 | +115,215 | 1456.76% | Q4 2025 | Feb 17, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | Added to | 122,895 | 17,637 | 5.13% | 5.36% | 187 | +7,528 | 6.53% | Q4 2025 | Feb 11, 2026 |
| Hardy Reed LLC | History | Reduced | 120,847 | 17,343 | 1.24% | 1.33% | 188 | -7,759 | -6.03% | Q4 2025 | Feb 06, 2026 |
| FIRST HORIZON CORP | History | Added to | 120,735 | 17,327 | 0.77% | 0.58% | 189 | +32,798 | 37.3% | Q4 2025 | Jan 27, 2026 |
| Mittelman Wealth Management | History | Reduced | 120,717 | 17,325 | 11.26% | 12.05% | 190 | -9,855 | -7.55% | Q4 2025 | Feb 17, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 120,710 | 17,324 | 0.15% | 0.11% | 191 | +24,200 | 25.08% | Q4 2025 | Jan 05, 2026 |
| Arkos Global Advisors | History | Reduced | 120,392 | 17,279 | 2.21% | 2.19% | 192 | -1,338 | -1.1% | Q4 2025 | Feb 13, 2026 |
| Penserra Capital Management LLC | History | New | 119,401 | 17,136 | 0.2% | — | 193 | +119,401 | New | Q4 2025 | Feb 12, 2026 |
| Principle Wealth Partners LLC | History | Reduced | 118,948 | 17,071 | 0.96% | 0.98% | 194 | -712 | -0.6% | Q4 2025 | Feb 06, 2026 |
| AF Advisors, Inc. | History | Added to | 118,864 | 17,059 | 6.48% | 4.51% | 195 | +40,001 | 50.72% | Q4 2025 | Feb 06, 2026 |
| Unison Advisors LLC | History | Added to | 118,733 | 17,040 | 1.49% | 1.53% | 196 | +28 | 0.02% | Q4 2025 | Jan 21, 2026 |
| Reality Financial Planning Services, LLC | History | New | 118,038 | 16,940 | 16.22% | — | 197 | +118,038 | New | Q4 2025 | Feb 12, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Reduced | 117,870 | 16,916 | 1.31% | 1.24% | 198 | -6,968 | -5.58% | Q4 2025 | Jan 23, 2026 |
| EP Wealth Advisors, LLC | History | New | 117,571 | 16,873 | 0.09% | — | 199 | +117,571 | New | Q4 2025 | Feb 18, 2026 |
| Certified Advisory Corp | History | Added to | 117,350 | 16,842 | 1.53% | 1.55% | 200 | +1,408 | 1.21% | Q4 2025 | Jan 12, 2026 |
| Procyon Advisors, LLC | History | Added to | 116,090 | 16,661 | 0.82% | 0.95% | 201 | +1,885 | 1.65% | Q4 2025 | Jan 07, 2026 |
| Juno Financial Group LLC | History | New | 114,670 | 16,457 | 6.59% | — | 202 | +114,670 | New | Q4 2025 | Jan 28, 2026 |
| Cresset Asset Management, LLC | History | Added to | 113,954 | 16,354 | 0.07% | 0.07% | 203 | +7,816 | 7.36% | Q4 2025 | Feb 17, 2026 |
| CENTRAL TRUST Co | History | Reduced | 113,510 | 16,290 | 0.32% | 0.34% | 204 | -1,563 | -1.36% | Q4 2025 | Feb 02, 2026 |
| Iron Gate Global Advisors LLC | History | Added to | 112,933 | 16,208 | 1.66% | 1.47% | 205 | +10,957 | 10.74% | Q4 2025 | Feb 17, 2026 |
| HOWARD WEALTH MANAGEMENT, LLC | History | Added to | 111,875 | 16,056 | 7.01% | 7.04% | 206 | +3,190 | 2.94% | Q4 2025 | Jan 29, 2026 |
| Tepp RIA, LLC | History | Added to | 108,931 | 15,633 | 15.47% | 16.77% | 207 | +4,150 | 3.96% | Q4 2025 | Feb 04, 2026 |
| MAI Capital Management | History | Added to | 108,654 | 15,594 | 0.09% | 0.06% | 208 | +36,046 | 49.64% | Q4 2025 | Feb 13, 2026 |
| Francis Financial, Inc. | History | Reduced | 108,113 | 15,516 | 3.03% | 2.91% | 209 | -8,044 | -6.93% | Q4 2025 | Feb 11, 2026 |
| Bell Bank | History | Reduced | 107,334 | 15,404 | 0.66% | 4.4% | 210 | -613,865 | -85.12% | Q4 2025 | Jan 14, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 107,215 | 15,387 | 0.11% | 0.09% | 211 | +19,444 | 22.15% | Q4 2025 | Feb 13, 2026 |
| PARAGON FINANCIAL PARTNERS, INC. | History | Added to | 105,986 | 15,211 | 9.36% | 9.42% | 212 | +151 | 0.14% | Q4 2025 | Jan 21, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Reduced | 105,497 | 15,140 | 0.96% | 1.12% | 213 | -16,141 | -13.27% | Q4 2025 | Jan 23, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 104,846 | 15,047 | 0.67% | 0.71% | 214 | -14,524 | -12.17% | Q4 2025 | Feb 17, 2026 |
| Asset Allocation & Management Company, LLC | History | No change | 102,990 | 14,781 | 5.89% | 6.12% | 215 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| High Net Worth Advisory Group LLC | History | Added to | 102,923 | 14,771 | 3.4% | 3.44% | 216 | +1,499 | 1.48% | Q4 2025 | Jan 23, 2026 |
| Stonebridge Capital Advisors LLC | History | Added to | 102,056 | 14,647 | 1.01% | 1.0% | 217 | +2,667 | 2.68% | Q4 2025 | Feb 12, 2026 |
| HEADINVEST, LLC | History | Added to | 102,006 | 14,639 | 2.91% | 2.96% | 218 | +523 | 0.52% | Q4 2025 | Feb 02, 2026 |
| Seneca Financial Advisors LLC | History | Added to | 101,846 | 14,616 | 4.45% | 4.4% | 219 | +6,341 | 6.64% | Q4 2025 | Jan 26, 2026 |
| Allen Investment Management, LLC | History | Added to | 101,796 | 14,609 | 0.16% | 0.06% | 220 | +62,199 | 157.08% | Q4 2025 | Feb 10, 2026 |
| VSM Wealth Advisory, LLC | History | Reduced | 101,238 | 14,529 | 4.36% | 4.47% | 221 | -634 | -0.62% | Q4 2025 | Feb 06, 2026 |
| Private Advisory Group LLC | History | Reduced | 100,807 | 14,467 | 1.13% | 1.19% | 222 | -1,685 | -1.64% | Q4 2025 | Jan 15, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 100,000 | 14,351 | 0.21% | 0.2% | 223 | +7,402 | 7.99% | Q4 2025 | Feb 09, 2026 |
| Rollins Financial Advisors, LLC | History | Added to | 99,928 | 14,341 | 2.1% | 1.72% | 224 | +19,131 | 23.68% | Q4 2025 | Feb 04, 2026 |
| BROWN ADVISORY INC | History | Added to | 99,176 | 14,233 | 0.02% | 0.02% | 225 | +6,336 | 6.82% | Q4 2025 | Feb 13, 2026 |
| MATRIX ASSET ADVISORS INC/NY | History | Added to | 98,624 | 14,154 | 1.27% | 1.17% | 226 | +9,188 | 10.27% | Q4 2025 | Jan 16, 2026 |
| Capital Advisors Wealth Management, LLC | History | Added to | 98,503 | 14,137 | 1.93% | 1.9% | 227 | +3,899 | 4.12% | Q4 2025 | Jan 21, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 98,480 | 14,133 | 0.04% | 0.04% | 228 | +7,268 | 7.97% | Q4 2025 | Feb 13, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Reduced | 98,464 | 14,131 | 0.18% | 0.18% | 229 | -1,845 | -1.84% | Q4 2025 | Feb 10, 2026 |
| Pointe Capital Management LLC | History | Reduced | 98,378 | 14,119 | 7.0% | 6.83% | 230 | -786 | -0.79% | Q4 2025 | Feb 17, 2026 |
| Global Wealth Management Investment Advisory, Inc. | History | Added to | 98,270 | 14,103 | 2.26% | 2.2% | 231 | +4,966 | 5.32% | Q4 2025 | Feb 04, 2026 |
| SlateStone Wealth, LLC | History | Reduced | 97,565 | 14,002 | 1.17% | 1.19% | 232 | -123 | -0.13% | Q4 2025 | Feb 11, 2026 |
| GW HENSSLER & ASSOCIATES LTD | History | Added to | 97,455 | 13,986 | 0.67% | 0.66% | 233 | +4,237 | 4.55% | Q4 2025 | Feb 10, 2026 |
| Bernardo Wealth Planning LLC | History | Reduced | 97,190 | 13,948 | 2.66% | 2.72% | 234 | -1,269 | -1.29% | Q4 2025 | Jan 26, 2026 |
| Brookstone Capital Management | History | Added to | 97,133 | 13,940 | 0.16% | 0.14% | 235 | +14,912 | 18.14% | Q4 2025 | Jan 15, 2026 |
| ARTHUR M. COHEN & ASSOCIATES, LLC | History | Reduced | 97,090 | 13,935 | 2.28% | 2.33% | 236 | -1,267 | -1.29% | Q4 2025 | Feb 17, 2026 |
| Midwest Trust Co | History | Added to | 96,874 | 13,903 | 0.17% | 0.08% | 237 | +54,177 | 126.89% | Q4 2025 | Feb 04, 2026 |
| IRONWOOD WEALTH MANAGEMENT, INC. | History | Reduced | 92,786 | 13,663 | 6.13% | 5.99% | 238 | -2,267 | -2.38% | Q4 2025 | Jan 14, 2026 |
| HB Wealth Management, LLC | History | Added to | 94,990 | 13,633 | 0.09% | 0.09% | 239 | +5,134 | 5.71% | Q4 2025 | Jan 28, 2026 |
| Asset Allocation Strategies LLC | History | Added to | 94,195 | 13,518 | 2.5% | 2.48% | 240 | +5,157 | 5.79% | Q4 2025 | Feb 13, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 93,945 | 13,482 | 0.33% | 0.29% | 241 | +8,774 | 10.3% | Q4 2025 | Feb 13, 2026 |
| VANGUARD GROUP INC | History | Reduced | 93,247 | 13,382 | 0.0% | 0.0% | 242 | -1,119 | -1.19% | Q4 2025 | Jan 29, 2026 |
| Grandview Asset Management LLC | History | Added to | 92,797 | 13,318 | 3.65% | 3.59% | 243 | +2,300 | 2.54% | Q4 2025 | Jan 26, 2026 |
| Cherry Tree Wealth Management, LLC | History | Added to | 92,056 | 13,211 | 2.79% | 2.84% | 244 | +247 | 0.27% | Q4 2025 | Feb 10, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 91,406 | 13,118 | 0.08% | 0.08% | 245 | +10,843 | 13.46% | Q4 2025 | Feb 17, 2026 |
| Insight Wealth Strategies, LLC | History | Added to | 90,603 | 13,003 | 1.49% | 1.49% | 246 | +811 | 0.9% | Q4 2025 | Jan 02, 2026 |
| BlackRock, Inc. | History | Added to | 89,645 | 12,865 | 0.0% | 0.0% | 247 | +81,991 | 1071.22% | Q4 2025 | Feb 12, 2026 |
| Accretive Wealth Partners, LLC | History | Added to | 88,766 | 12,739 | 3.78% | 3.77% | 248 | +1,117 | 1.27% | Q4 2025 | Jan 28, 2026 |
| NWAM LLC | History | Reduced | 88,252 | 12,704 | 0.71% | 0.69% | 249 | -2,251 | -2.49% | Q4 2025 | Feb 04, 2026 |
| Pinnacle Financial Group, LLC / IL | History | Added to | 88,439 | 12,692 | 3.68% | 3.64% | 250 | +3,095 | 3.63% | Q4 2025 | Feb 05, 2026 |
| Stokes Family Office, LLC | History | Added to | 87,514 | 12,559 | 1.15% | 1.17% | 251 | +77 | 0.09% | Q4 2025 | Feb 18, 2026 |
| SWAN Capital LLC | History | Added to | 86,600 | 12,428 | 4.83% | 4.21% | 252 | +12,986 | 17.64% | Q4 2025 | Feb 12, 2026 |
| STEPHENS INC /AR/ | History | Added to | 85,677 | 12,296 | 0.15% | 0.12% | 253 | +19,207 | 28.9% | Q4 2025 | Feb 05, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | Added to | 83,782 | 12,279 | 2.76% | 2.95% | 254 | +2,474 | 3.04% | Q4 2025 | Feb 04, 2026 |
| truNorth Financial Services, Inc. | History | New | 85,337 | 12,247 | 13.28% | — | 255 | +85,337 | New | Q4 2025 | Feb 17, 2026 |
| World Investment Advisors | History | Added to | 84,572 | 12,137 | 0.2% | 0.18% | 256 | +23,767 | 39.09% | Q4 2025 | Mar 12, 2026 |
| Global Retirement Partners, LLC | History | Added to | 83,348 | 11,962 | 0.21% | 0.19% | 257 | +23,553 | 39.39% | Q4 2025 | Feb 06, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | Reduced | 82,782 | 11,880 | 1.33% | 1.37% | 258 | -2,328 | -2.74% | Q4 2025 | Jan 22, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Added to | 82,132 | 11,787 | 0.22% | 0.23% | 259 | +1,248 | 1.54% | Q4 2025 | Feb 10, 2026 |
| Raab & Moskowitz Asset Management LLC | History | Added to | 81,041 | 11,630 | 2.54% | 2.42% | 260 | +4,374 | 5.71% | Q4 2025 | Jan 20, 2026 |
| Crescent Grove Advisors, LLC | History | Added to | 80,839 | 11,601 | 1.08% | 1.06% | 261 | +1,494 | 1.88% | Q4 2025 | Feb 11, 2026 |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | History | Reduced | 80,685 | 11,579 | 4.85% | 4.93% | 262 | -1,904 | -2.31% | Q4 2025 | Feb 13, 2026 |
| Linscomb Wealth, Inc. | History | Reduced | 80,639 | 11,573 | 0.49% | 0.5% | 263 | -2,093 | -2.53% | Q4 2025 | Feb 10, 2026 |
| waypoint wealth counsel | History | Added to | 80,320 | 11,527 | 4.23% | 4.21% | 264 | +4,612 | 6.09% | Q4 2025 | Jan 28, 2026 |
| Octavia Wealth Advisors, LLC | History | Added to | 80,252 | 11,517 | 1.1% | 1.09% | 265 | +2,271 | 2.91% | Q4 2025 | Jan 23, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 80,027 | 11,485 | 0.04% | 0.04% | 266 | +10,146 | 14.52% | Q4 2025 | Feb 06, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 79,783 | 11,450 | 0.13% | 0.13% | 267 | -2,966 | -3.58% | Q4 2025 | Feb 13, 2026 |
| Sterling Financial Planning, Inc. | History | Added to | 79,046 | 11,344 | 3.42% | 3.41% | 268 | +2,300 | 3.0% | Q4 2025 | Jan 27, 2026 |
| PPS&V ASSET MANAGEMENT CONSULTANTS, INC. | History | Added to | 78,970 | 11,333 | 6.58% | 6.39% | 270 | +482 | 0.61% | Q4 2025 | Jan 07, 2026 |
| ROMANO BROTHERS AND COMPANY | History | Added to | 78,968 | 11,333 | 1.29% | 1.27% | 269 | +385 | 0.49% | Q4 2025 | Jan 14, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 77,953 | 11,187 | 0.15% | 0.21% | 271 | +1,574 | 2.06% | Q4 2025 | Feb 06, 2026 |
| Summit Wealth Partners, LLC | History | Reduced | 77,822 | 11,168 | 2.06% | 2.01% | 272 | -1,257 | -1.59% | Q4 2025 | Jan 27, 2026 |
| Kropog Financial Group, LLC | History | Added to | 76,629 | 10,997 | 8.52% | 8.5% | 273 | +3,022 | 4.11% | Q4 2025 | Feb 05, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 76,550 | 10,986 | 0.19% | 0.02% | 274 | +68,789 | 886.34% | Q4 2025 | Feb 19, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | New | 76,316 | 10,952 | 0.04% | — | 275 | +76,316 | New | Q4 2025 | Jan 15, 2026 |
| Granite FO LLC | History | Added to | 75,428 | 10,825 | 5.77% | 5.77% | 276 | +9 | 0.01% | Q4 2025 | Feb 06, 2026 |
| Milestone Investment Advisors LLC | History | Reduced | 75,367 | 10,816 | 2.62% | 2.65% | 277 | -459 | -0.61% | Q4 2025 | Feb 11, 2026 |
| EPG Wealth Management LLC | History | Added to | 75,089 | 10,776 | 2.9% | 2.86% | 278 | +1,497 | 2.03% | Q4 2025 | Jan 28, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 74,318 | 10,712 | 0.02% | 0.01% | 279 | +31,741 | 74.55% | Q4 2025 | Feb 05, 2026 |
| Keudell/Morrison Wealth Management | History | New | 74,511 | 10,693 | 2.25% | — | 280 | +74,511 | New | Q4 2025 | Feb 06, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 74,502 | 10,692 | 0.28% | 0.33% | 281 | -3,966 | -5.05% | Q4 2025 | Feb 02, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 74,344 | 10,669 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| WEST BANCORPORATION INC | History | Added to | 74,140 | 10,640 | 5.58% | 5.23% | 283 | +7,461 | 11.19% | Q4 2025 | Jan 29, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Reduced | 73,970 | 10,616 | 0.19% | 0.21% | 284 | -180 | -0.24% | Q4 2025 | Jan 16, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 73,964 | 10,615 | 0.5% | 0.45% | 285 | +617 | 0.84% | Q4 2025 | Jan 21, 2026 |
| Western Pacific Wealth Management, LP | History | Added to | 73,910 | 10,607 | 10.27% | 8.56% | 286 | +11,656 | 18.72% | Q4 2025 | Feb 04, 2026 |
| AMG National Trust Bank | History | Reduced | 73,850 | 10,598 | 0.25% | 0.26% | 287 | -2,575 | -3.37% | Q4 2025 | Jan 30, 2026 |
| Stillwater Capital Advisors, LLC | History | Added to | 72,391 | 10,389 | 1.12% | 0.98% | 288 | +10,609 | 17.17% | Q4 2025 | Jan 14, 2026 |
| YARGER WEALTH STRATEGIES, LLC | History | Added to | 72,381 | 10,388 | 4.46% | 4.61% | 289 | +1,047 | 1.47% | Q4 2025 | Jan 22, 2026 |
| ASSOCIATED BANC-CORP | History | Reduced | 72,355 | 10,384 | 0.27% | 0.29% | 290 | -6,607 | -8.37% | Q4 2025 | Feb 06, 2026 |
| CIBC Private Wealth Group LLC | History | Reduced | 72,144 | 10,354 | 0.02% | 0.02% | 291 | -2,220 | -2.99% | Q4 2025 | Feb 12, 2026 |
| Johnson Financial Group, Inc. | History | Reduced | 71,502 | 10,261 | 0.38% | 0.44% | 292 | -11,540 | -13.9% | Q4 2025 | Feb 12, 2026 |
| CWM, LLC | History | Added to | 71,445 | 10,254 | 0.03% | 0.03% | 293 | +6,757 | 10.45% | Q4 2025 | Jan 26, 2026 |
| StoneX Group Inc. | History | Added to | 70,997 | 10,241 | 0.44% | 0.42% | 294 | +1,999 | 2.9% | Q4 2025 | Feb 12, 2026 |
| Evergreen Wealth Management, LLC | History | Added to | 70,844 | 10,167 | 5.12% | 5.16% | 295 | +1,022 | 1.46% | Q4 2025 | Feb 06, 2026 |
| Atlas Legacy Advisors, LLC | History | Added to | 70,750 | 10,154 | 1.78% | 1.85% | 296 | +2,707 | 3.98% | Q4 2025 | Jan 29, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | New | 70,742 | 10,152 | 1.71% | — | 297 | +70,742 | New | Q4 2025 | Feb 12, 2026 |
| Tide Cove Capital Partners LLC | History | Added to | 64,860 | 10,100 | 6.97% | 6.49% | 298 | +4,337 | 7.17% | Q4 2025 | Feb 10, 2026 |
| Avantax Planning Partners, Inc. | History | Added to | 70,271 | 10,085 | 0.28% | 0.28% | 299 | +1,897 | 2.77% | Q4 2025 | Feb 05, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 70,073 | 10,056 | 0.37% | 0.04% | 300 | +63,305 | 935.36% | Q4 2025 | Feb 09, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Added to | 68,742 | 9,932 | 0.29% | 0.03% | 301 | +65,316 | 1906.48% | Q4 2025 | Feb 13, 2026 |
| SONATA CAPITAL GROUP INC | History | Reduced | 68,960 | 9,897 | 3.57% | 3.59% | 302 | -65 | -0.09% | Q4 2025 | Jan 26, 2026 |
| Pettinga Financial Advisors LLC | History | Reduced | 68,928 | 9,892 | 1.88% | 2.01% | 303 | -4,086 | -5.6% | Q4 2025 | Feb 12, 2026 |
| Goldstone Financial Group, LLC | History | Added to | 67,617 | 9,704 | 1.08% | 1.06% | 304 | +4,082 | 6.42% | Q4 2025 | Feb 13, 2026 |
| SPRENG CAPITAL MANAGEMENT, INC. | History | Added to | 67,477 | 9,684 | 3.8% | 3.69% | 305 | +1,818 | 2.77% | Q4 2025 | Jan 30, 2026 |
| PFG Private Wealth Management, LLC | History | Added to | 67,397 | 9,672 | 4.23% | 1.66% | 306 | +40,910 | 154.45% | Q4 2025 | Jan 15, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | Reduced | 67,384 | 9,671 | 0.61% | 0.63% | 307 | -120 | -0.18% | Q4 2025 | Jan 21, 2026 |
| AA Financial Advisors, LLC | History | Reduced | 67,266 | 9,653 | 1.78% | 2.09% | 308 | -8,111 | -10.76% | Q4 2025 | Jan 14, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 66,999 | 9,615 | 1.04% | 1.05% | 309 | +483 | 0.73% | Q4 2025 | Jan 23, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 66,950 | 9,608 | 0.24% | 0.23% | 310 | +2,354 | 3.64% | Q4 2025 | Jan 28, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 66,876 | 9,598 | 0.05% | 0.05% | 311 | +6,936 | 11.57% | Q4 2025 | Feb 11, 2026 |
| Daybright Advisory Services, Inc. | History | New | 66,686 | 9,570 | 2.55% | — | 312 | +66,686 | New | Q4 2025 | Feb 12, 2026 |
| CITIGROUP INC | History | Reduced | 66,286 | 9,513 | 0.0% | 0.0% | 313 | -6,852 | -9.37% | Q4 2025 | Feb 13, 2026 |
| Montz Harcus Wealth Management LLC | History | Added to | 65,927 | 9,461 | 3.83% | 3.97% | 314 | +1,344 | 2.08% | Q4 2025 | Jan 22, 2026 |
| Arax Advisory Partners | History | Reduced | 65,604 | 9,415 | 0.27% | 0.15% | 315 | -11,448 | -14.86% | Q4 2025 | Feb 13, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 65,550 | 9,407 | 0.12% | 0.09% | 317 | +11,147 | 20.49% | Q4 2025 | Feb 11, 2026 |
| Advisory Services Network, LLC | History | Added to | 65,546 | 9,407 | 0.13% | 0.13% | 316 | +1,123 | 1.74% | Q4 2025 | Feb 17, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 65,388 | 9,384 | 0.35% | 0.38% | 318 | +24,062 | 58.22% | Q4 2025 | Feb 04, 2026 |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | History | Added to | 65,346 | 9,378 | 1.35% | 1.35% | 319 | +85 | 0.13% | Q4 2025 | Feb 06, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 65,203 | 9,357 | 0.19% | 0.2% | 320 | +2,355 | 3.75% | Q4 2025 | Feb 09, 2026 |
| Sage Financial Management Group, Inc. | History | Added to | 64,931 | 9,318 | 2.85% | 2.77% | 321 | +3,286 | 5.33% | Q4 2025 | Feb 05, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Added to | 64,154 | 9,207 | 2.05% | 1.83% | 322 | +10,675 | 19.96% | Q4 2025 | Jan 09, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 64,091 | 9,198 | 0.21% | 0.22% | 323 | -753 | -1.16% | Q4 2025 | Jan 27, 2026 |
| Apeiron RIA LLC | History | Reduced | 60,819 | 9,183 | 1.86% | 2.08% | 324 | -5,503 | -8.3% | Q4 2025 | Feb 03, 2026 |
| Capital Analysts, LLC | History | Reduced | 63,941 | 9,177 | 0.28% | 0.28% | 325 | -4,489 | -6.56% | Q4 2025 | Feb 11, 2026 |
| Leelyn Smith, LLC | History | Reduced | 62,955 | 9,035 | 1.31% | 1.36% | 326 | -1,266 | -1.97% | Q4 2025 | Jan 28, 2026 |
| Gleason Group, Inc. | History | Added to | 62,955 | 9,035 | 0.89% | 0.88% | 327 | +790 | 1.27% | Q4 2025 | Jan 15, 2026 |
| CoreCap Advisors, LLC | History | Added to | 62,820 | 9,015 | 0.31% | 0.29% | 328 | +5,593 | 9.77% | Q4 2025 | Jan 13, 2026 |
| Employees' Retirement Fund of the City of Fort Worth | History | Reduced | 62,303 | 8,941 | 4.0% | 7.76% | 329 | -44,300 | -41.56% | Q4 2025 | Feb 11, 2026 |
| Tilson Financial Group, Inc. | History | Added to | 61,866 | 8,879 | 2.73% | 2.81% | 330 | +1,293 | 2.13% | Q4 2025 | Feb 05, 2026 |
| City State Bank | History | Added to | 61,745 | 8,861 | 2.43% | 2.37% | 332 | +3,482 | 5.98% | Q4 2025 | Jan 28, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Reduced | 61,741 | 8,861 | 1.01% | 1.08% | 331 | -991 | -1.58% | Q4 2025 | Jan 09, 2026 |
| Paradigm Capital Management, LLC/NV | History | Added to | 61,653 | 8,848 | 8.22% | 8.5% | 334 | +844 | 1.39% | Q4 2025 | Feb 06, 2026 |
| CHELSEA COUNSEL CO | History | No change | 61,650 | 8,848 | 3.8% | 3.86% | 333 | 0 | 0.0% | Q4 2025 | Feb 24, 2026 |
| ETF Portfolio Partners, Inc. | History | Added to | 61,573 | 8,836 | 2.28% | 2.24% | 335 | +1,892 | 3.17% | Q4 2025 | Jan 20, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Added to | 61,520 | 8,829 | 0.59% | 0.58% | 336 | +1,814 | 3.04% | Q4 2025 | Jan 08, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Added to | 61,497 | 8,826 | 0.29% | 0.13% | 337 | +37,304 | 154.19% | Q4 2025 | Feb 17, 2026 |
| ArborFi Advisors, LLC | History | Added to | 61,060 | 8,763 | 7.11% | 6.62% | 338 | +3,350 | 5.8% | Q4 2025 | Jan 29, 2026 |
| Simplicity Wealth,LLC | History | Added to | 61,000 | 8,754 | 0.52% | 0.43% | 339 | +8,691 | 16.61% | Q4 2025 | Jan 30, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 60,965 | 8,749 | 0.13% | 0.14% | 340 | -218 | -0.36% | Q4 2025 | Feb 12, 2026 |
| PENNEY FINANCIAL, LLC | History | Added to | 60,808 | 8,727 | 3.37% | 3.59% | 341 | +3,875 | 6.81% | Q4 2025 | Jan 21, 2026 |
| XML Financial, LLC | History | Reduced | 60,398 | 8,668 | 0.71% | 0.73% | 342 | -3,339 | -5.24% | Q4 2025 | Feb 11, 2026 |
| RDA Financial Network | History | Added to | 60,184 | 8,637 | 2.08% | 2.08% | 343 | +419 | 0.7% | Q4 2025 | Jan 06, 2026 |
| SIGMA INVESTMENT COUNSELORS INC | History | Reduced | 60,078 | 8,622 | 0.44% | 0.45% | 345 | -801 | -1.32% | Q4 2025 | Feb 03, 2026 |
| QUEST INVESTMENT MANAGEMENT LLC | History | Added to | 60,078 | 8,622 | 0.93% | 0.88% | 344 | +506 | 0.85% | Q4 2025 | Feb 17, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 59,924 | 8,600 | 0.54% | 0.51% | 346 | +5,991 | 11.11% | Q4 2025 | Feb 06, 2026 |
| BURNS J W & CO INC/NY | History | Reduced | 59,482 | 8,536 | 0.94% | 0.98% | 347 | -1,971 | -3.21% | Q4 2025 | Jan 12, 2026 |
| Investors Research Corp | History | Added to | 59,407 | 8,526 | 1.56% | 1.49% | 348 | +2,250 | 3.94% | Q4 2025 | Jan 06, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 59,168 | 8,491 | 0.11% | 0.11% | 349 | +1,705 | 2.97% | Q4 2025 | Jan 29, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 58,448 | 8,388 | 0.05% | 0.04% | 350 | +7,819 | 15.44% | Q4 2025 | Feb 03, 2026 |
| DAVIDSON INVESTMENT ADVISORS | History | Added to | 58,144 | 8,344 | 0.35% | 0.35% | 351 | +233 | 0.4% | Q4 2025 | Jan 27, 2026 |
| Evanson Asset Management, LLC | History | Added to | 57,579 | 8,263 | 0.45% | 0.45% | 352 | +569 | 1.0% | Q4 2025 | Jan 12, 2026 |
| Guardian Financial Partners, LLC | History | Reduced | 57,157 | 8,203 | 3.46% | 3.68% | 353 | -4,791 | -7.73% | Q4 2025 | Jan 14, 2026 |
| Tidal Investments LLC | History | New | 56,919 | 8,169 | 0.02% | — | 354 | +56,919 | New | Q4 2025 | Feb 13, 2026 |
| WealthBridge Capital Management, LLC | History | Reduced | 56,624 | 8,126 | 1.85% | 1.92% | 355 | -1,319 | -2.28% | Q4 2025 | Jan 21, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 56,589 | 8,121 | 0.46% | 0.48% | 356 | -1,642 | -2.82% | Q4 2025 | Jan 14, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 56,260 | 8,074 | 0.26% | 0.25% | 357 | +4,113 | 7.89% | Q4 2025 | Feb 13, 2026 |
| Financially in Tune, LLC | History | New | 56,086 | 8,049 | 7.51% | — | 358 | +56,086 | New | Q4 2025 | Feb 27, 2026 |
| Bay Capital Advisors, LLC | History | Added to | 55,862 | 8,017 | 4.89% | 4.81% | 359 | +3,449 | 6.58% | Q4 2025 | Jan 16, 2026 |
| Covington Investment Advisors Inc. | History | Added to | 55,803 | 8,009 | 1.09% | 0.83% | 360 | +10,781 | 23.95% | Q4 2025 | Feb 17, 2026 |
| Adirondack Capital Advisors, LLC | History | New | 55,517 | 7,967 | 5.36% | — | 361 | +55,517 | New | Q4 2025 | Feb 03, 2026 |
| GREENBERG FINANCIAL GROUP | History | New | 55,329 | 7,940 | 3.27% | — | 362 | +55,329 | New | Q4 2025 | Jan 22, 2026 |
| Ranch Capital Advisors Inc. | History | Added to | 55,328 | 7,940 | 2.92% | 3.01% | 363 | +129 | 0.23% | Q4 2025 | Feb 05, 2026 |
| BEACON ADVISORS HOLDINGS, LLC | History | New | 55,201 | 7,922 | 4.17% | — | 364 | +55,201 | New | Q4 2025 | Feb 27, 2026 |
| Drucker Wealth 3.0, LLC | History | Reduced | 55,156 | 7,916 | 1.39% | 1.44% | 365 | -2,147 | -3.75% | Q4 2025 | Feb 03, 2026 |
| Tyche Wealth Partners LLC | History | Added to | 55,069 | 7,903 | 1.25% | 0.91% | 366 | +18,126 | 49.06% | Q4 2025 | Jan 23, 2026 |
| CVA Family Office, LLC | History | Added to | 54,497 | 7,821 | 0.9% | 0.94% | 367 | +2,430 | 4.67% | Q4 2025 | Jan 12, 2026 |
| Verity & Verity, LLC | History | Added to | 54,423 | 7,810 | 0.61% | 0.59% | 368 | +2,013 | 3.84% | Q4 2025 | Feb 10, 2026 |
| Quadcap Wealth Management, LLC | History | Added to | 54,181 | 7,775 | 0.89% | 0.9% | 369 | +169 | 0.31% | Q4 2025 | Jan 29, 2026 |
| Safe Harbor Family Capital, LLC | History | New | 53,973 | 7,746 | 6.81% | — | 370 | +53,973 | New | Q4 2025 | Jan 30, 2026 |
| Williams Jones Wealth Management, LLC. | History | Reduced | 53,683 | 7,704 | 0.09% | 0.09% | 371 | -725 | -1.33% | Q4 2025 | Feb 13, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Reduced | 53,540 | 7,684 | 0.41% | 0.4% | 372 | -75 | -0.14% | Q4 2025 | Feb 11, 2026 |
| Sherman Wealth Management LLC | History | New | 53,528 | 7,682 | 6.67% | — | 373 | +53,528 | New | Q4 2025 | Jan 15, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 53,458 | 7,672 | 0.09% | 0.09% | 374 | -884 | -1.63% | Q4 2025 | Jan 21, 2026 |
| Talisman Wealth Advisors LLC | History | Added to | 53,317 | 7,659 | 5.96% | 6.03% | 375 | +1,692 | 3.28% | Q4 2025 | Feb 20, 2026 |
| JMAC ENTERPRISES LLC | History | Added to | 52,601 | 7,549 | 1.44% | 1.45% | 376 | +658 | 1.27% | Q4 2025 | Jan 21, 2026 |
| SAGE RHINO CAPITAL LLC | History | Reduced | 52,538 | 7,540 | 1.42% | 1.45% | 377 | -904 | -1.69% | Q4 2025 | Jan 30, 2026 |
| WHITTIER TRUST CO | History | Reduced | 50,957 | 7,478 | 0.08% | 0.08% | 378 | -48 | -0.09% | Q4 2025 | Jan 26, 2026 |
| Voya Financial Advisors, Inc. | History | Reduced | 51,583 | 7,463 | 0.72% | 0.71% | 379 | -865 | -1.65% | Q4 2025 | Feb 13, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 51,410 | 7,378 | 0.36% | 0.12% | 380 | +36,893 | 254.14% | Q4 2025 | Jan 28, 2026 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | History | Reduced | 50,977 | 7,316 | 1.65% | 1.78% | 381 | -2,706 | -5.04% | Q4 2025 | Jan 12, 2026 |
| Global Strategic Investment Solutions, LLC | History | Reduced | 50,849 | 7,297 | 0.71% | 0.72% | 382 | -422 | -0.82% | Q4 2025 | Jan 29, 2026 |
| CHILDRESS CAPITAL ADVISORS, LLC | History | Added to | 50,835 | 7,295 | 1.17% | 1.3% | 383 | +414 | 0.82% | Q4 2025 | Jan 26, 2026 |
| Curran Financial Partners, LLC | History | Reduced | 50,815 | 7,292 | 1.38% | 1.43% | 384 | -302 | -0.59% | Q4 2025 | Jan 22, 2026 |
| Destiny Wealth Partners, LLC | History | Added to | 48,900 | 7,257 | 0.83% | 0.84% | 385 | +25 | 0.05% | Q4 2025 | Feb 03, 2026 |
| Rooted Wealth Advisors, Inc. | History | Reduced | 46,867 | 7,160 | 2.01% | 2.25% | 386 | -5,154 | -9.91% | Q4 2025 | Feb 09, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 49,622 | 7,121 | 0.14% | 0.15% | 387 | -2,230 | -4.3% | Q4 2025 | Feb 05, 2026 |
| Wealth Advisory Team LLC | History | New | 49,534 | 7,109 | 6.28% | — | 388 | +49,534 | New | Q4 2025 | Feb 05, 2026 |
| Wealthcare Capital Partners, LLC | History | Added to | 49,522 | 7,107 | 3.33% | 2.7% | 389 | +7,906 | 19.0% | Q4 2025 | Jan 14, 2026 |
| Cascade Financial Partners, LLC | History | Reduced | 49,475 | 7,100 | 0.72% | 0.94% | 390 | -8,751 | -15.03% | Q4 2025 | Feb 06, 2026 |
| Atria Investments, Inc | History | Added to | 49,210 | 7,062 | 0.08% | 0.08% | 391 | +81 | 0.16% | Q4 2025 | Feb 05, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 49,098 | 7,046 | 0.09% | 0.06% | 392 | +18,026 | 58.01% | Q4 2025 | Feb 10, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 49,005 | 7,033 | 0.09% | 0.09% | 393 | +359 | 0.74% | Q4 2025 | Jan 21, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 48,380 | 6,943 | 0.08% | 0.07% | 394 | +3,092 | 6.83% | Q4 2025 | Feb 02, 2026 |
| MSH Capital Advisors LLC | History | Added to | 48,133 | 6,907 | 1.48% | 1.7% | 395 | +3,131 | 6.96% | Q4 2025 | Feb 09, 2026 |
| Vise Technologies, Inc. | History | Added to | 48,002 | 6,889 | 0.13% | 0.07% | 396 | +34,009 | 243.04% | Q4 2025 | Feb 11, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 47,895 | 6,873 | 0.25% | 0.27% | 397 | +192 | 0.4% | Q4 2025 | Feb 06, 2026 |
| Darrow Company, Inc. | History | Reduced | 47,884 | 6,872 | 3.09% | 3.12% | 398 | -3 | -0.01% | Q4 2025 | Jan 27, 2026 |
| Sovereign Financial Group, Inc. | History | Added to | 46,957 | 6,739 | 1.16% | 1.2% | 399 | +1,348 | 2.96% | Q4 2025 | Jan 07, 2026 |
| Fiduciary Group, LLC | History | Added to | 46,879 | 6,728 | 0.57% | 0.52% | 400 | +4,918 | 11.72% | Q4 2025 | Feb 12, 2026 |
| Busey Bank | History | Reduced | 46,571 | 6,683 | 0.18% | 0.2% | 401 | -3,448 | -6.89% | Q4 2025 | Jan 27, 2026 |
| Embree Financial Group | History | Reduced | 46,414 | 6,661 | 0.82% | 0.88% | 402 | -210 | -0.45% | Q4 2025 | Jan 14, 2026 |
| FFG RETIREMENT ADVISORS LLC | History | Reduced | 46,361 | 6,653 | 4.13% | 4.1% | 403 | -568 | -1.21% | Q4 2025 | Jan 12, 2026 |
| CROBAN | History | Added to | 46,288 | 6,643 | 3.2% | 2.36% | 404 | +21,146 | 84.11% | Q4 2025 | Feb 13, 2026 |
| Biltmore Family Office, LLC | History | Added to | 46,026 | 6,605 | 0.91% | 0.91% | 405 | +885 | 1.96% | Q4 2025 | Feb 04, 2026 |
| Cypress Wealth Services, LLC | History | Added to | 45,978 | 6,598 | 0.91% | 1.06% | 406 | +101 | 0.22% | Q4 2025 | Jan 14, 2026 |
| Caprock Group, LLC | History | Added to | 45,812 | 6,574 | 0.14% | 0.14% | 407 | +5,252 | 12.95% | Q4 2025 | Jan 28, 2026 |
| TRITONPOINT WEALTH, LLC | History | Reduced | 45,781 | 6,570 | 0.67% | 0.55% | 408 | -14 | -0.03% | Q4 2025 | Jan 20, 2026 |
| BIP Wealth, LLC | History | Reduced | 45,584 | 6,542 | 0.23% | 0.33% | 409 | -1,566 | -3.32% | Q4 2025 | Jan 21, 2026 |
| WEALTHSPAN PARTNERS, LLC | History | Reduced | 45,538 | 6,535 | 2.37% | 2.46% | 410 | -149 | -0.33% | Q4 2025 | Jan 27, 2026 |
| WealthPLAN Partners, LLC | History | Added to | 45,006 | 6,459 | 0.96% | 0.79% | 411 | +7,411 | 19.71% | Q4 2025 | Feb 12, 2026 |
| Chaney Capital Management, Inc. | History | Reduced | 44,634 | 6,405 | 2.21% | 2.25% | 412 | -479 | -1.06% | Q4 2025 | Jan 27, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 44,413 | 6,374 | 0.38% | 0.09% | 413 | +32,821 | 283.13% | Q4 2025 | Jan 20, 2026 |
| First PREMIER Bank | History | Reduced | 44,146 | 6,336 | 1.45% | 1.46% | 414 | -1,516 | -3.32% | Q4 2025 | Jan 23, 2026 |
| Telos Capital Management, Inc. | History | Reduced | 44,110 | 6,330 | 0.59% | 0.61% | 415 | -966 | -2.14% | Q4 2025 | Jan 22, 2026 |
| Allen Capital Group, LLC | History | Reduced | 44,037 | 6,320 | 0.58% | 0.6% | 416 | -1,439 | -3.16% | Q4 2025 | Feb 09, 2026 |
| MidAtlantic Capital Management, Inc. | History | Reduced | 43,894 | 6,299 | 4.03% | 4.23% | 417 | -56 | -0.13% | Q4 2025 | Feb 10, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Reduced | 42,889 | 6,199 | 0.08% | 0.08% | 418 | -60 | -0.14% | Q4 2025 | Feb 03, 2026 |
| Wealth Management Associates, Inc. | History | Added to | 43,142 | 6,191 | 2.15% | 2.16% | 419 | +26 | 0.06% | Q4 2025 | Jan 20, 2026 |
| PFG Investments, LLC | History | Added to | 43,092 | 6,184 | 0.29% | 0.31% | 420 | +465 | 1.09% | Q4 2025 | Jan 26, 2026 |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | History | Reduced | 42,791 | 6,141 | 1.48% | 1.56% | 421 | -2,769 | -6.08% | Q4 2025 | Jan 29, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 42,572 | 6,109 | 0.03% | 0.03% | 422 | +4,554 | 11.98% | Q4 2025 | Feb 12, 2026 |
| Oxler Private Wealth LLC | History | Reduced | 42,546 | 6,106 | 1.77% | 1.91% | 423 | -3,996 | -8.59% | Q4 2025 | Jan 23, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 42,266 | 6,066 | 0.0% | — | 424 | +42,266 | New | Q4 2025 | Feb 13, 2026 |
| Payne Capital LLC | History | Added to | 42,082 | 6,039 | 6.15% | 6.0% | 425 | +91 | 0.22% | Q4 2025 | Jan 20, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 41,535 | 5,961 | 0.05% | 0.0% | 426 | +41,486 | 84665.31% | Q4 2025 | Jan 14, 2026 |
| Gotham Asset Management, LLC | History | Added to | 41,525 | 5,959 | 0.02% | 0.02% | 427 | +8,522 | 25.82% | Q4 2025 | Feb 17, 2026 |
| FLYWHEEL PRIVATE WEALTH LLC | History | Reduced | 41,365 | 5,936 | 3.71% | 4.55% | 428 | -4 | -0.01% | Q4 2025 | Jan 14, 2026 |
| Independence Bank of Kentucky | History | No change | 41,277 | 5,924 | 0.74% | 0.75% | 429 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Aspire Capital Advisors LLC | History | Added to | 41,162 | 5,907 | 1.39% | 1.38% | 430 | +1,606 | 4.06% | Q4 2025 | Jan 16, 2026 |
| Hofer & Associates. Inc | History | Added to | 41,102 | 5,899 | 3.13% | 3.23% | 431 | +1,089 | 2.72% | Q4 2025 | Jan 15, 2026 |
| Arcataur Capital Management LLC | History | Reduced | 41,004 | 5,884 | 1.68% | 1.73% | 432 | -674 | -1.62% | Q4 2025 | Jan 27, 2026 |
| Clear Harbor Asset Management, LLC | History | Reduced | 40,967 | 5,879 | 0.4% | 0.41% | 433 | -766 | -1.84% | Q4 2025 | Feb 10, 2026 |
| Parallel Advisors, LLC | History | Reduced | 40,875 | 5,866 | 0.11% | 0.11% | 434 | -2,934 | -6.7% | Q4 2025 | Feb 11, 2026 |
| Trinity Financial Advisors LLC | History | Reduced | 40,781 | 5,852 | 1.64% | 1.8% | 435 | -3,369 | -7.63% | Q4 2025 | Jan 13, 2026 |
| Wilmington Savings Fund Society, FSB | History | Added to | 40,715 | 5,843 | 0.14% | 0.11% | 436 | +7,802 | 23.7% | Q4 2025 | Feb 12, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 40,655 | 5,834 | 0.15% | 0.01% | 437 | +36,918 | 987.9% | Q4 2025 | Jan 07, 2026 |
| Point72 Asset Management, L.P. | History | New | 40,600 | 5,826 | 0.01% | — | 438 | +40,600 | New | Q4 2025 | Feb 17, 2026 |
| SWEENEY & MICHEL, LLC | History | Added to | 37,211 | 5,823 | 1.72% | 1.71% | 439 | +118 | 0.32% | Q4 2025 | Feb 13, 2026 |
| Gallagher Capital Advisors, LLC | History | Reduced | 40,007 | 5,771 | 3.73% | 3.44% | 440 | -1,924 | -4.59% | Q4 2025 | Feb 12, 2026 |
| UNION SAVINGS BANK | History | New | 40,127 | 5,759 | 2.49% | — | 441 | +40,127 | New | Q4 2025 | Mar 06, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 40,057 | 5,749 | 0.18% | 0.26% | 442 | -22,549 | -36.02% | Q4 2025 | Jan 09, 2026 |
| Rosenberg Matthew Hamilton | History | Added to | 39,987 | 5,738 | 1.19% | 1.2% | 443 | +757 | 1.93% | Q4 2025 | Jan 05, 2026 |
| IHT Wealth Management, LLC | History | Added to | 39,527 | 5,672 | 0.14% | 0.11% | 444 | +9,215 | 30.4% | Q4 2025 | Feb 17, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 39,454 | 5,662 | 0.06% | 0.07% | 445 | +5,532 | 16.31% | Q4 2025 | Jan 23, 2026 |
| Breakwater Investment Management | History | Reduced | 39,439 | 5,660 | 2.05% | 2.11% | 446 | -1,233 | -3.03% | Q4 2025 | Feb 02, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 39,280 | 5,637 | 0.1% | 0.1% | 447 | +1,224 | 3.22% | Q4 2025 | Jan 22, 2026 |
| Accel Wealth Management | History | Reduced | 39,251 | 5,633 | 1.54% | 1.62% | 448 | -314 | -0.79% | Q4 2025 | Jan 20, 2026 |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | History | Reduced | 39,059 | 5,605 | 1.5% | 1.53% | 449 | -135 | -0.34% | Q4 2025 | Feb 11, 2026 |
| CoreFirst Bank & Trust | History | Reduced | 39,015 | 5,599 | 3.03% | 3.07% | 450 | -1,314 | -3.26% | Q4 2025 | Feb 11, 2026 |
| Onyx Bridge Wealth Group LLC | History | Added to | 38,888 | 5,581 | 0.59% | 0.56% | 451 | +2,433 | 6.67% | Q4 2025 | Feb 18, 2026 |
| McGlone Suttner Wealth Management, Inc. | History | Reduced | 38,868 | 5,578 | 0.75% | 0.79% | 452 | -1,139 | -2.85% | Q4 2025 | Jan 15, 2026 |
| UPTICK PARTNERS, LLC | History | Reduced | 38,769 | 5,564 | 1.19% | 1.7% | 453 | -7,048 | -15.38% | Q4 2025 | Feb 02, 2026 |
| MEANS INVESTMENT CO., INC. | History | Reduced | 38,572 | 5,535 | 0.47% | 0.48% | 454 | -435 | -1.12% | Q4 2025 | Jan 26, 2026 |
| NORTHSTAR ASSET MANAGEMENT Co | History | Added to | 38,485 | 5,523 | 1.17% | 1.15% | 455 | +420 | 1.1% | Q4 2025 | Jan 27, 2026 |
| Western Wealth Management, LLC | History | Added to | 38,444 | 5,517 | 0.25% | 0.21% | 456 | +10,417 | 37.17% | Q4 2025 | Feb 05, 2026 |
| CHOREO, LLC | History | Reduced | 38,164 | 5,516 | 0.07% | 0.07% | 457 | -725 | -1.86% | Q4 2025 | Jan 23, 2026 |
| Bridgewealth Advisory Group, LLC | History | Reduced | 38,431 | 5,515 | 1.22% | 1.26% | 458 | -72 | -0.19% | Q4 2025 | Feb 04, 2026 |
| Catalyst Investment Management LLC | History | New | 38,359 | 5,505 | 5.21% | — | 460 | +38,359 | New | Q4 2025 | Feb 20, 2026 |
| Blackston Financial Advisory Group, LLC | History | Reduced | 38,358 | 5,505 | 3.35% | 3.35% | 459 | -1,673 | -4.18% | Q4 2025 | Feb 06, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 38,342 | 5,502 | 0.05% | 0.05% | 461 | +615 | 1.63% | Q4 2025 | Feb 13, 2026 |
| AGF MANAGEMENT LTD | History | Reduced | 37,465 | 5,376 | 0.02% | 0.02% | 462 | -685 | -1.8% | Q4 2025 | Feb 17, 2026 |
| Composition Wealth, LLC | History | Added to | 37,161 | 5,333 | 0.08% | 0.07% | 463 | +1,969 | 5.6% | Q4 2025 | Feb 02, 2026 |
| Seneca House Advisors | History | Added to | 36,999 | 5,310 | 1.99% | 2.11% | 464 | +4 | 0.01% | Q4 2025 | Feb 17, 2026 |
| GeoWealth Management, LLC | History | Added to | 36,492 | 5,237 | 0.19% | 0.16% | 465 | +4,461 | 13.93% | Q4 2025 | Feb 17, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Added to | 36,139 | 5,186 | 1.11% | 1.72% | 466 | +156 | 0.43% | Q4 2025 | Feb 12, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 35,869 | 5,147 | 0.38% | 0.38% | 467 | +1,234 | 3.56% | Q4 2025 | Feb 13, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Reduced | 35,765 | 5,132 | 0.0% | 0.01% | 468 | -560,972 | -94.01% | Q4 2025 | Feb 17, 2026 |
| tru Independence LLC | History | Reduced | 35,440 | 5,086 | 1.28% | 1.32% | 469 | -750 | -2.07% | Q4 2025 | Jan 22, 2026 |
| Cannon Wealth Management Services, LLC | History | Added to | 35,296 | 5,065 | 3.58% | 3.66% | 470 | +1,024 | 2.99% | Q4 2025 | Jan 27, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 35,240 | 5,057 | 0.36% | 0.38% | 471 | +1,156 | 3.39% | Q4 2025 | Jan 21, 2026 |
| ROCKLAND TRUST CO | History | Added to | 34,853 | 5,002 | 0.2% | 0.2% | 472 | +286 | 0.83% | Q4 2025 | Jan 15, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Added to | 34,652 | 4,973 | 0.27% | 0.24% | 473 | +4,303 | 14.18% | Q4 2025 | Jan 13, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 45,350 | 4,949 | 0.12% | 0.17% | 474 | -18,783 | -29.29% | Q4 2025 | Feb 11, 2026 |
| Legacy Advisors, LLC | History | No change | 34,446 | 4,943 | 0.53% | 0.6% | 475 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 34,344 | 4,929 | 0.1% | 0.11% | 476 | -3,652 | -9.61% | Q4 2025 | Feb 06, 2026 |
| Pacific Center for Financial Services | History | No change | 34,930 | 4,923 | 1.26% | 1.26% | 477 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 33,624 | 4,825 | 0.04% | 0.05% | 478 | -8,721 | -20.6% | Q4 2025 | Feb 12, 2026 |
| McNaughton Wealth Management, LLC | History | Added to | 33,571 | 4,818 | 1.98% | 1.93% | 479 | +1,116 | 3.44% | Q4 2025 | Jan 12, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 33,469 | 4,803 | 0.0% | 0.0% | 480 | +18,777 | 127.8% | Q4 2025 | Feb 11, 2026 |
| Ally Invest Advisors Inc. | History | Added to | 33,466 | 4,802 | 0.33% | 0.31% | 481 | +2,986 | 9.8% | Q4 2025 | Feb 13, 2026 |
| Manchester Capital Management LLC | History | Added to | 33,260 | 4,773 | 0.65% | 0.62% | 482 | +1,050 | 3.26% | Q4 2025 | Feb 11, 2026 |
| Trust Co | History | Reduced | 33,249 | 4,771 | 0.45% | 0.49% | 483 | -453 | -1.34% | Q4 2025 | Jan 15, 2026 |
| Ironsides Asset Advisors, LLC | History | Reduced | 33,231 | 4,769 | 1.21% | 1.21% | 484 | -96 | -0.29% | Q4 2025 | Feb 12, 2026 |
| Prospera Financial Services Inc | History | Added to | 33,052 | 4,753 | 0.08% | 0.08% | 485 | +828 | 2.57% | Q4 2025 | Feb 09, 2026 |
| Strategic Advisors LLC | History | Added to | 33,096 | 4,749 | 0.74% | 0.14% | 486 | +26,914 | 435.36% | Q4 2025 | Feb 10, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Reduced | 33,063 | 4,745 | 0.8% | 0.82% | 487 | -30 | -0.09% | Q4 2025 | Feb 10, 2026 |
| CORDA Investment Management, LLC. | History | Added to | 33,025 | 4,739 | 0.34% | 0.33% | 488 | +165 | 0.5% | Q4 2025 | Feb 03, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 33,014 | 4,738 | 0.25% | 0.16% | 489 | +12,128 | 58.07% | Q4 2025 | Mar 04, 2026 |
| CX Institutional | History | Reduced | 32,998 | 4,736 | 0.14% | 0.15% | 490 | -1,837 | -5.27% | Q4 2025 | Feb 02, 2026 |
| EVERETT HARRIS & CO /CA/ | History | Added to | 32,682 | 4,690 | 0.06% | 0.05% | 491 | +1,799 | 5.83% | Q4 2025 | Feb 11, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 32,600 | 4,678 | 0.01% | 0.01% | 492 | -22,000 | -40.29% | Q4 2025 | Feb 12, 2026 |
| Climber Capital SA | History | New | 33,793 | 4,663 | 3.04% | — | 493 | +33,793 | New | Q4 2025 | Feb 03, 2026 |
| M Holdings Securities, Inc. | History | Added to | 32,390 | 4,649 | 0.33% | 0.88% | 494 | +2,914 | 9.89% | Q4 2025 | Feb 11, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 31,297 | 4,619 | 0.22% | 0.14% | 495 | +13,721 | 78.07% | Q4 2025 | Feb 03, 2026 |
| RFG Advisory, LLC | History | Added to | 32,130 | 4,611 | 0.09% | 0.08% | 496 | +5,789 | 21.98% | Q4 2025 | Feb 03, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 32,106 | 4,607 | 0.16% | 0.14% | 497 | +6,994 | 27.85% | Q4 2025 | Feb 04, 2026 |
| Lebenthal Global Advisors, LLC | History | Added to | 32,101 | 4,607 | 0.71% | 0.78% | 498 | +281 | 0.88% | Q4 2025 | Jan 28, 2026 |
| Omnitrust Wealth Management, Inc | History | New | 32,089 | 4,605 | 5.85% | — | 499 | +32,089 | New | Q4 2025 | Feb 11, 2026 |
| ATTICUS WEALTH MANAGEMENT, LLC | History | Added to | 31,860 | 4,572 | 1.13% | 1.11% | 500 | +681 | 2.18% | Q4 2025 | Feb 09, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Added to | 31,788 | 4,562 | 0.31% | 0.31% | 501 | +754 | 2.43% | Q4 2025 | Jan 08, 2026 |
| Wealthspire Retirement, LLC | History | Added to | 31,737 | 4,554 | 0.28% | 0.18% | 502 | +11,759 | 58.86% | Q4 2025 | Feb 18, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 31,636 | 4,540 | 0.09% | 0.09% | 503 | +4,233 | 15.45% | Q4 2025 | Feb 03, 2026 |
| Eagle Strategies LLC | History | Reduced | 31,547 | 4,527 | 0.58% | 0.91% | 504 | -16,861 | -34.83% | Q4 2025 | Jan 23, 2026 |
| SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. | History | Added to | 30,077 | 4,463 | 2.97% | 2.83% | 505 | +1,222 | 4.23% | Q4 2025 | Feb 17, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Added to | 31,023 | 4,452 | 0.09% | 0.09% | 506 | +883 | 2.93% | Q4 2025 | Feb 18, 2026 |
| HANOVER ADVISORS INC | History | Reduced | 30,870 | 4,430 | 1.72% | 1.69% | 507 | -123 | -0.4% | Q4 2025 | Feb 17, 2026 |
| STEEL GROVE CAPITAL ADVISORS, LLC | History | New | 30,606 | 4,392 | 0.46% | — | 508 | +30,606 | New | Q4 2025 | Feb 09, 2026 |
| FIDUCIARY ADVISORS, INC. | History | Added to | 30,532 | 4,381 | 3.33% | 3.31% | 509 | +1,479 | 5.09% | Q4 2025 | Jan 27, 2026 |
| Hippocratic Financial Advisors, LLC | History | Reduced | 30,497 | 4,376 | 2.02% | 2.08% | 510 | -188 | -0.61% | Q4 2025 | Jan 20, 2026 |
| Glen Eagle Advisors, LLC | History | Added to | 30,479 | 4,374 | 0.6% | 0.6% | 511 | +53 | 0.17% | Q4 2025 | Feb 13, 2026 |
| SAPIENT CAPITAL LLC | History | Added to | 30,104 | 4,351 | 0.06% | 0.06% | 512 | +2,074 | 7.4% | Q4 2025 | Feb 05, 2026 |
| Cornell Pochily Investment Advisors, Inc. | History | Reduced | 30,294 | 4,347 | 1.26% | 1.3% | 513 | -634 | -2.05% | Q4 2025 | Jan 20, 2026 |
| Ayalon Insurance Comp Ltd. | History | No change | 30,236 | 4,339 | 1.05% | 1.08% | 514 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Oxinas Partners, LLC | History | Added to | 30,171 | 4,330 | 2.08% | 2.27% | 515 | +37 | 0.12% | Q4 2025 | Jan 26, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 29,928 | 4,295 | 0.08% | 0.08% | 516 | +1,067 | 3.7% | Q4 2025 | Jan 23, 2026 |
| FRG Family Wealth Advisors LLC | History | Reduced | 29,786 | 4,274 | 0.66% | 0.69% | 517 | -555 | -1.83% | Q4 2025 | Jan 21, 2026 |
| GC Wealth Management RIA, LLC | History | Reduced | 29,519 | 4,236 | 0.16% | 0.14% | 518 | -105 | -0.35% | Q4 2025 | Jan 30, 2026 |
| MASECO LLP | History | New | 29,489 | 4,232 | 0.18% | — | 519 | +29,489 | New | Q4 2025 | Jan 22, 2026 |
| Forza Wealth Management, LLC | History | Reduced | 29,481 | 4,231 | 1.53% | 1.6% | 520 | -100 | -0.34% | Q4 2025 | Feb 02, 2026 |
| Kapstone Financial Advisors LLC | History | Reduced | 29,395 | 4,218 | 2.1% | 2.02% | 521 | -1,026 | -3.37% | Q4 2025 | Feb 05, 2026 |
| OMNI 360 Wealth, Inc. | History | Added to | 28,330 | 4,194 | 2.15% | 1.97% | 522 | +3,431 | 13.78% | Q4 2025 | Jan 29, 2026 |
| Triangle Securities Wealth Management | History | Added to | 29,174 | 4,186 | 0.88% | 0.91% | 523 | +590 | 2.06% | Q4 2025 | Jan 13, 2026 |
| DONALDSON CAPITAL MANAGEMENT, LLC | History | Reduced | 29,118 | 4,179 | 0.13% | 0.13% | 524 | -769 | -2.57% | Q4 2025 | Jan 14, 2026 |
| LifeSteps Financial, Inc. | History | Reduced | 29,075 | 4,172 | 2.67% | 2.7% | 525 | -743 | -2.49% | Q4 2025 | Jan 28, 2026 |
| Advisors Capital Management, LLC | History | Added to | 29,048 | 4,168 | 0.05% | 0.05% | 526 | +719 | 2.54% | Q4 2025 | Jan 29, 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | History | No change | 29,009 | 4,163 | 0.68% | 0.71% | 527 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Infinity Wealth Counsel, LLC | History | Added to | 28,805 | 4,134 | 3.77% | 3.92% | 528 | +95 | 0.33% | Q4 2025 | Jan 15, 2026 |
| Wealth Management Partners, LLC | History | Reduced | 28,788 | 4,131 | 1.18% | 1.34% | 529 | -1,168 | -3.9% | Q4 2025 | Jan 12, 2026 |
| Richard C. Young & CO., LTD. | History | Reduced | 28,749 | 4,126 | 0.37% | 0.38% | 530 | -230 | -0.79% | Q4 2025 | Jan 29, 2026 |
| Sowell Financial Services LLC | History | Added to | 28,619 | 4,107 | 0.15% | 0.15% | 531 | +83 | 0.29% | Q4 2025 | Jan 21, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Reduced | 28,413 | 4,077 | 0.51% | 0.59% | 532 | -2,247 | -7.33% | Q4 2025 | Jan 15, 2026 |
| Advisor OS, LLC | History | Reduced | 28,239 | 4,052 | 0.33% | 0.38% | 533 | -3,093 | -9.87% | Q4 2025 | Feb 04, 2026 |
| Integrity Wealth Solutions LLC | History | Added to | 28,077 | 4,029 | 1.59% | 1.66% | 534 | +1,590 | 6.0% | Q4 2025 | Feb 02, 2026 |
| Chevy Chase Trust Holdings, LLC | History | Reduced | 27,979 | 4,015 | 0.01% | 0.01% | 535 | -843 | -2.92% | Q4 2025 | Feb 13, 2026 |
| Sunburst Financial Group, LLC | History | Reduced | 27,815 | 3,992 | 0.81% | 0.86% | 536 | -1,253 | -4.31% | Q4 2025 | Jan 21, 2026 |
| First County Bank /CT/ | History | Added to | 27,789 | 3,988 | 2.09% | 1.47% | 537 | +7,380 | 36.16% | Q4 2025 | Jan 14, 2026 |
| Pekin Hardy Strauss, Inc. | History | Added to | 27,701 | 3,975 | 0.37% | 0.39% | 538 | +248 | 0.9% | Q4 2025 | Jan 30, 2026 |
| CULBERTSON A N & CO INC | History | No change | 27,553 | 3,954 | 0.54% | 0.55% | 539 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| KDT Advisors, LLC | History | No change | 27,539 | 3,952 | 5.54% | 5.68% | 540 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Savant Capital, LLC | History | Added to | 27,229 | 3,907 | 0.02% | 0.02% | 541 | +3,456 | 14.54% | Q4 2025 | Feb 10, 2026 |
| Hyposwiss Advisors SA | History | New | 27,170 | 3,899 | 3.82% | — | 542 | +27,170 | New | Q4 2025 | Feb 17, 2026 |
| Verdence Capital Advisors LLC | History | Added to | 27,165 | 3,898 | 0.23% | 0.22% | 543 | +162 | 0.6% | Q4 2025 | Jan 29, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 27,147 | 3,896 | 0.18% | 0.2% | 545 | -2,146 | -7.33% | Q4 2025 | Feb 13, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 26,381 | 3,896 | 0.1% | 0.1% | 544 | -1,311 | -4.73% | Q4 2025 | Jan 28, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Added to | 27,078 | 3,886 | 0.03% | 0.03% | 546 | +3,702 | 15.84% | Q4 2025 | Feb 13, 2026 |
| Betterment LLC | History | Added to | 27,042 | 3,881 | 0.01% | 0.01% | 547 | +848 | 3.24% | Q4 2025 | Feb 12, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Added to | 26,948 | 3,868 | 0.01% | 0.01% | 548 | +884 | 3.39% | Q4 2025 | Feb 11, 2026 |
| Sigma Planning Corp | History | Added to | 26,811 | 3,849 | 0.11% | 0.1% | 549 | +1,025 | 3.98% | Q4 2025 | Jan 30, 2026 |
| Dodds Wealth, LLC | History | Reduced | 26,786 | 3,844 | 0.94% | 1.07% | 550 | -3,929 | -12.79% | Q4 2025 | Feb 11, 2026 |
| TRUST CO OF VERMONT | History | Added to | 26,721 | 3,834 | 0.16% | 0.16% | 551 | +522 | 1.99% | Q4 2025 | Jan 16, 2026 |
| Wedmont Private Capital | History | Reduced | 26,340 | 3,821 | 0.13% | 0.14% | 552 | -611 | -2.27% | Q4 2025 | Jan 08, 2026 |
| StrongBox Wealth, LLC | History | Added to | 26,558 | 3,811 | 1.25% | 1.24% | 553 | +458 | 1.75% | Q4 2025 | Jan 21, 2026 |
| New England Private Wealth Advisors LLC | History | Reduced | 26,485 | 3,801 | 0.47% | 0.49% | 554 | -133 | -0.5% | Q4 2025 | Feb 13, 2026 |
| Mill Creek Capital Advisors, LLC | History | Reduced | 26,471 | 3,799 | 0.08% | 0.08% | 555 | -796 | -2.92% | Q4 2025 | Feb 13, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 26,135 | 3,750 | 0.26% | 0.23% | 556 | +4,925 | 23.22% | Q4 2025 | Feb 03, 2026 |
| SageView Advisory Group, LLC | History | Reduced | 26,026 | 3,735 | 0.13% | 0.16% | 557 | -6,007 | -18.75% | Q4 2025 | Feb 17, 2026 |
| Choate Investment Advisors | History | No change | 25,524 | 3,663 | 0.07% | 0.07% | 558 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Orion Capital Management LLC | History | Reduced | 25,522 | 3,662 | 1.23% | 1.26% | 559 | -300 | -1.16% | Q4 2025 | Feb 03, 2026 |
| DELTA FINANCIAL ADVISORS LLC | History | No change | 25,512 | 3,661 | 0.95% | 1.02% | 560 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| GUYASUTA INVESTMENT ADVISORS INC | History | Reduced | 25,465 | 3,654 | 0.21% | 0.22% | 561 | -1,150 | -4.32% | Q4 2025 | Jan 23, 2026 |
| COMMONS CAPITAL, LLC | History | Added to | 25,380 | 3,642 | 2.44% | 1.76% | 562 | +6,154 | 32.01% | Q4 2025 | Jan 05, 2026 |
| MJP ASSOCIATES INC /ADV | History | Reduced | 25,324 | 3,634 | 0.45% | 0.55% | 563 | -4,339 | -14.63% | Q4 2025 | Feb 06, 2026 |
| Independent Advisor Alliance | History | Reduced | 25,290 | 3,629 | 0.09% | 0.11% | 564 | -3,630 | -12.55% | Q4 2025 | Feb 04, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 25,270 | 3,626 | 0.0% | — | 565 | +25,270 | New | Q4 2025 | Feb 13, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 25,044 | 3,620 | 0.14% | 0.2% | 566 | +1,695 | 7.26% | Q4 2025 | Feb 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 25,173 | 3,612 | 0.02% | 0.02% | 567 | +2,312 | 10.11% | Q4 2025 | Feb 09, 2026 |
| DAVIDSON TRUST CO | History | Reduced | 25,064 | 3,597 | 1.5% | 1.56% | 568 | -1,742 | -6.5% | Q4 2025 | Jan 27, 2026 |
| Dai-ichi Life Insurance Company, Ltd | History | Reduced | 25,036 | 3,593 | 0.09% | 0.09% | 569 | -1,186 | -4.52% | Q4 2025 | Feb 17, 2026 |
| Petix & Botte Co | History | Reduced | 24,907 | 3,574 | 0.81% | 0.81% | 570 | -27 | -0.11% | Q4 2025 | Feb 05, 2026 |
| Confluence Wealth Services, Inc. | History | Added to | 24,670 | 3,540 | 0.15% | 0.17% | 571 | +86 | 0.35% | Q4 2025 | Jan 28, 2026 |
| CDM FINANCIAL COUNSELING SERVICES, INC. | History | New | 24,656 | 3,538 | 3.31% | — | 572 | +24,656 | New | Q4 2025 | Feb 05, 2026 |
| PAX Financial Group, LLC | History | Reduced | 24,628 | 3,534 | 0.61% | 0.65% | 573 | -999 | -3.9% | Q4 2025 | Feb 05, 2026 |
| Haverford Trust Co | History | Added to | 24,559 | 3,524 | 0.03% | 0.03% | 574 | +395 | 1.63% | Q4 2025 | Feb 13, 2026 |
| MAINSAIL ASSET MANAGEMENT, LLC | History | Added to | 24,467 | 3,511 | 1.5% | 1.5% | 575 | +124 | 0.51% | Q4 2025 | Feb 05, 2026 |
| Jackson Wealth Management, LLC | History | Added to | 24,248 | 3,480 | 0.34% | 0.32% | 576 | +1,264 | 5.5% | Q4 2025 | Jan 20, 2026 |
| CAMBRIDGE CAPITAL MANAGEMENT, LLC | History | Reduced | 24,220 | 3,476 | 1.56% | 1.66% | 577 | -331 | -1.35% | Q4 2025 | Jan 28, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Added to | 24,217 | 3,475 | 0.39% | 0.35% | 578 | +3,059 | 14.46% | Q4 2025 | Jan 14, 2026 |
| Charter Oak Capital Management, LLC | History | Added to | 24,166 | 3,468 | 0.26% | 0.16% | 579 | +9,968 | 70.21% | Q4 2025 | Jan 23, 2026 |
| Bison Wealth, LLC | History | New | 23,746 | 3,447 | 0.39% | — | 580 | +23,746 | New | Q4 2025 | Mar 24, 2026 |
| Disciplined Investors, L.L.C. | History | Reduced | 23,901 | 3,430 | 2.25% | 2.4% | 581 | -52 | -0.22% | Q4 2025 | Feb 10, 2026 |
| Luminist Capital LLC | History | Reduced | 23,899 | 3,429 | 4.23% | 3.28% | 582 | -3,027 | -11.24% | Q4 2025 | Feb 13, 2026 |
| GERMAN AMERICAN BANCORP, INC. | History | No change | 23,821 | 3,418 | 0.29% | 0.3% | 583 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CONSULTIVA WEALTH MANAGEMENT, CORP. | History | Added to | 23,773 | 3,411 | 9.58% | 9.38% | 584 | +48 | 0.2% | Q4 2025 | Feb 17, 2026 |
| Wilkins Miller Wealth Management, LLC | History | Added to | 23,712 | 3,403 | 2.03% | 1.94% | 585 | +1,437 | 6.45% | Q4 2025 | Jan 21, 2026 |
| Smith Salley Wealth Management | History | Added to | 23,676 | 3,398 | 0.17% | 0.06% | 586 | +15,026 | 173.71% | Q4 2025 | Jan 27, 2026 |
| BURKE & HERBERT BANK & TRUST CO | History | Added to | 23,407 | 3,359 | 0.93% | 0.69% | 587 | +579 | 2.54% | Q4 2025 | Feb 12, 2026 |
| Blake Schutter Theil Wealth Advisors, LLC | History | Added to | 23,394 | 3,357 | 2.76% | 2.94% | 588 | +2,320 | 11.01% | Q4 2025 | Feb 02, 2026 |
| Sara-Bay Financial | History | Added to | 23,063 | 3,333 | 1.0% | 0.75% | 589 | +3,957 | 20.71% | Q4 2025 | Jan 20, 2026 |
| Bangor Savings Bank | History | No change | 23,220 | 3,332 | 0.27% | 0.27% | 590 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| WARNER FINANCIAL, INC | History | Reduced | 23,198 | 3,329 | 1.16% | 1.24% | 591 | -440 | -1.86% | Q4 2025 | Jan 21, 2026 |
| Founders Financial Alliance, LLC | History | Reduced | 23,184 | 3,327 | 0.63% | 0.63% | 592 | -377 | -1.6% | Q4 2025 | Feb 12, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 23,158 | 3,323 | 0.06% | 0.07% | 593 | -997 | -4.13% | Q4 2025 | Jan 16, 2026 |
| PANORAMIC INVESTMENT ADVISORS, LLC | History | Added to | 23,158 | 3,323 | 1.81% | 1.8% | 594 | +392 | 1.72% | Q4 2025 | Feb 05, 2026 |
| URS Advisory LLC | History | New | 23,152 | 3,322 | 2.76% | — | 595 | +23,152 | New | Q4 2025 | Feb 17, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 23,046 | 3,307 | 0.01% | 0.01% | 596 | +236 | 1.03% | Q4 2025 | Feb 12, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Reduced | 22,906 | 3,287 | 0.14% | 0.19% | 597 | -6,539 | -22.21% | Q4 2025 | Jan 29, 2026 |
| Bowman & Co S.C. | History | Reduced | 22,743 | 3,263 | 1.37% | 1.39% | 598 | -649 | -2.77% | Q4 2025 | Jan 23, 2026 |
| Wells Financial Advisors INC | History | Reduced | 22,592 | 3,242 | 6.16% | 5.05% | 599 | -4,200 | -15.68% | Q4 2025 | Feb 02, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Reduced | 22,552 | 3,236 | 0.08% | 0.08% | 600 | -11 | -0.05% | Q4 2025 | Feb 03, 2026 |
| Montecito Bank & Trust | History | Reduced | 22,493 | 3,228 | 0.51% | 0.52% | 601 | -1,281 | -5.39% | Q4 2025 | Jan 09, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Added to | 21,723 | 3,188 | 0.07% | 0.06% | 602 | +739 | 3.52% | Q4 2025 | Jan 26, 2026 |
| Carnegie Investment Counsel | History | Added to | 22,059 | 3,165 | 0.06% | 0.06% | 603 | +341 | 1.57% | Q4 2025 | Jan 23, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | New | 22,046 | 3,164 | 0.19% | — | 604 | +22,046 | New | Q4 2025 | Feb 17, 2026 |
| Mechanics Bank Trust Department | History | Reduced | 22,001 | 3,157 | 0.41% | 0.44% | 605 | -197 | -0.89% | Q4 2025 | Jan 14, 2026 |
| Quantum Capital Management, LLC / NJ | History | New | 21,982 | 3,154 | 0.37% | — | 606 | +21,982 | New | Q4 2025 | Feb 13, 2026 |
| Savvy Advisors, Inc. | History | Added to | 21,921 | 3,146 | 0.1% | 0.12% | 607 | +2,959 | 15.6% | Q4 2025 | Jan 20, 2026 |
| Platform Technology Partners | History | No change | 21,855 | 3,136 | 0.67% | 0.74% | 608 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Livet Wealth, LLC | History | New | 21,843 | 3,134 | 1.93% | — | 609 | +21,843 | New | Q4 2025 | Feb 13, 2026 |
| Diversified Portfolios, Inc. | History | Reduced | 21,823 | 3,132 | 0.26% | 0.27% | 610 | -105 | -0.48% | Q4 2025 | Feb 09, 2026 |
| Rossby Financial, LCC | History | Added to | 21,694 | 3,113 | 0.96% | 0.05% | 611 | +20,698 | 2078.11% | Q4 2025 | Feb 12, 2026 |
| Alpha Cubed Investments, LLC | History | Reduced | 21,661 | 3,108 | 0.11% | 0.11% | 612 | -275 | -1.25% | Q4 2025 | Feb 03, 2026 |
| Northstar Group, Inc. | History | Added to | 21,560 | 3,094 | 0.42% | 0.44% | 613 | +8 | 0.04% | Q4 2025 | Feb 13, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 21,529 | 3,089 | 0.1% | 0.1% | 614 | +90 | 0.42% | Q4 2025 | Jan 12, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Reduced | 21,513 | 3,087 | 0.28% | 0.31% | 615 | -208 | -0.96% | Q4 2025 | Jan 30, 2026 |
| BOK Financial Private Wealth, Inc. | History | Added to | 21,394 | 3,070 | 0.19% | 0.14% | 616 | +5,485 | 34.48% | Q4 2025 | Feb 06, 2026 |
| CGN Advisors LLC | History | Added to | 21,374 | 3,067 | 0.24% | 0.2% | 617 | +4,027 | 23.21% | Q4 2025 | Jan 05, 2026 |
| Antonelli Financial Advisors, LLC | History | Added to | 21,357 | 3,065 | 2.02% | 1.72% | 618 | +3,425 | 19.1% | Q4 2025 | Jan 27, 2026 |
| Intellectus Partners, LLC | History | No change | 21,350 | 3,064 | 0.59% | 0.58% | 619 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 21,290 | 3,055 | 0.04% | 0.04% | 620 | +587 | 2.84% | Q4 2025 | Jan 30, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 21,278 | 3,053 | 0.03% | 0.03% | 621 | +1,473 | 7.44% | Q4 2025 | Feb 06, 2026 |
| 71 West Capital Partners | History | New | 21,241 | 3,048 | 0.14% | — | 622 | +21,241 | New | Q4 2025 | Feb 17, 2026 |
| Hickory Point Bank & Trust | History | Added to | 21,193 | 3,041 | 2.21% | 2.15% | 624 | +800 | 3.92% | Q4 2025 | Jan 12, 2026 |
| Connecticut Wealth Management, LLC | History | No change | 21,191 | 3,041 | 0.13% | 0.13% | 623 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Reduced | 21,029 | 3,018 | 0.23% | 0.24% | 625 | -13 | -0.06% | Q4 2025 | Jan 07, 2026 |
| VeraBank, N.A. | History | Added to | 20,845 | 2,991 | 0.54% | 0.51% | 626 | +1,540 | 7.98% | Q4 2025 | Feb 11, 2026 |
| TFB Advisors LLC | History | Added to | 20,765 | 2,980 | 0.83% | 0.75% | 627 | +2,528 | 13.86% | Q4 2025 | Feb 13, 2026 |
| Pallas Capital Advisors LLC | History | Reduced | 20,736 | 2,976 | 0.1% | 0.11% | 628 | -512 | -2.41% | Q4 2025 | Jan 14, 2026 |
| Neuberger Berman Group LLC | History | No change | 20,708 | 2,972 | 0.0% | 0.0% | 629 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Kovack Advisors, Inc. | History | Added to | 20,632 | 2,961 | 0.14% | 0.24% | 630 | +2,890 | 16.29% | Q4 2025 | Feb 17, 2026 |
| New Covenant Trust Company, N.A. | History | Reduced | 20,460 | 2,961 | 2.67% | 2.69% | 631 | -52 | -0.25% | Q4 2025 | Jan 13, 2026 |
| Monument Capital Management | History | New | 20,474 | 2,938 | 0.73% | — | 632 | +20,474 | New | Q4 2025 | Jan 26, 2026 |
| Old Port Advisors | History | Reduced | 20,400 | 2,927 | 0.72% | 0.76% | 633 | -1,010 | -4.72% | Q4 2025 | Jan 08, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | New | 20,320 | 2,916 | 0.0% | — | 634 | +20,320 | New | Q4 2025 | Feb 13, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 20,299 | 2,913 | 0.08% | 0.17% | 635 | +1,083 | 5.64% | Q4 2025 | Feb 10, 2026 |
| COZAD ASSET MANAGEMENT INC | History | Reduced | 20,161 | 2,893 | 0.22% | 0.24% | 636 | -827 | -3.94% | Q4 2025 | Feb 13, 2026 |
| Excelsior Advisor Network LLC | History | New | 20,145 | 2,891 | 1.41% | — | 637 | +20,145 | New | Q4 2025 | Feb 13, 2026 |
| Cambridge Financial Group, LLC | History | Added to | 20,506 | 2,890 | 1.0% | 0.92% | 638 | +128 | 0.63% | Q4 2025 | Jan 09, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Reduced | 20,005 | 2,871 | 0.32% | 0.35% | 639 | -1,689 | -7.79% | Q4 2025 | Jan 08, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 19,954 | 2,863 | 0.34% | 0.27% | 640 | +5,106 | 34.39% | Q4 2025 | Jan 26, 2026 |
| Selby Wealth Management, LLC | History | New | 19,926 | 2,859 | 1.15% | — | 641 | +19,926 | New | Q4 2025 | Feb 13, 2026 |
| Steffes Financial, Ltd. | History | New | 19,880 | 2,853 | 1.49% | — | 643 | +19,880 | New | Q4 2025 | Feb 17, 2026 |
| Diversified Trust Co | History | Added to | 19,883 | 2,853 | 0.05% | 0.05% | 642 | +531 | 2.74% | Q4 2025 | Jan 09, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 19,784 | 2,839 | 0.01% | 0.01% | 644 | +17 | 0.09% | Q4 2025 | Feb 12, 2026 |
| Thrive Capital Management, LLC | History | Reduced | 19,777 | 2,838 | 0.63% | 0.74% | 645 | -481 | -2.37% | Q4 2025 | Feb 09, 2026 |
| Patten Group, Inc. | History | Added to | 19,727 | 2,831 | 0.52% | 0.38% | 646 | +5,926 | 42.94% | Q4 2025 | Jan 23, 2026 |
| Financial Planning Hawaii, Inc. | History | New | 19,698 | 2,827 | 1.63% | — | 647 | +19,698 | New | Q4 2025 | Jan 15, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Added to | 19,630 | 2,817 | 0.04% | 0.03% | 648 | +3,711 | 23.31% | Q4 2025 | Feb 09, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 19,569 | 2,808 | 0.18% | 0.19% | 649 | -78 | -0.4% | Q4 2025 | Feb 03, 2026 |
| Mount Lucas Management LP | History | Reduced | 19,530 | 2,802 | 1.12% | 1.14% | 650 | -83 | -0.42% | Q4 2025 | Feb 05, 2026 |
| Obermeyer Wealth Partners | History | Added to | 19,420 | 2,787 | 0.13% | 0.12% | 651 | +859 | 4.63% | Q4 2025 | Jan 29, 2026 |
| Larson Financial Group LLC | History | Added to | 19,209 | 2,756 | 0.09% | 0.09% | 652 | +138 | 0.72% | Q4 2025 | Feb 06, 2026 |
| M.E. ALLISON & CO., INC. | History | Reduced | 19,189 | 2,754 | 1.87% | 1.92% | 653 | -356 | -1.82% | Q4 2025 | Jan 12, 2026 |
| LIBERTY SQUARE WEALTH PARTNERS LLC | History | Reduced | 19,187 | 2,753 | 0.79% | 0.86% | 654 | -634 | -3.2% | Q4 2025 | Feb 11, 2026 |
| HICKS CAPITAL MANAGEMENT LLC | History | Reduced | 19,086 | 2,739 | 2.76% | 4.4% | 655 | -3 | -0.02% | Q4 2025 | Feb 05, 2026 |
| FOCUSED ALPHA, LLC | History | New | 19,014 | 2,728 | 0.8% | — | 656 | +19,014 | New | Q4 2025 | Feb 13, 2026 |
| Sageworth Trust Co | History | No change | 18,944 | 2,718 | 0.12% | 0.12% | 657 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Compass Ion Advisors, LLC | History | Reduced | 18,932 | 2,717 | 0.26% | 0.27% | 658 | -782 | -3.97% | Q4 2025 | Jan 29, 2026 |
| Independent Wealth Network Inc. | History | Reduced | 18,871 | 2,708 | 0.83% | 0.86% | 659 | -126 | -0.66% | Q4 2025 | Jan 26, 2026 |
| Riverbend Wealth Management, LLC | History | Added to | 18,703 | 2,684 | 1.67% | 1.8% | 660 | +384 | 2.1% | Q4 2025 | Jan 29, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 18,667 | 2,679 | 0.0% | 0.0% | 661 | -57 | -0.3% | Q4 2025 | Feb 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 18,652 | 2,676 | 0.15% | 0.12% | 662 | +3,936 | 26.75% | Q4 2025 | Feb 10, 2026 |
| Eukles Asset Management | History | Reduced | 18,582 | 2,666 | 1.04% | 1.06% | 663 | -715 | -3.71% | Q4 2025 | Feb 09, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 18,508 | 2,656 | 0.04% | 0.04% | 664 | +403 | 2.23% | Q4 2025 | Jan 13, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 18,473 | 2,651 | 0.06% | 0.06% | 665 | +1,350 | 7.88% | Q4 2025 | Jan 29, 2026 |
| Etesian Wealth Advisors, Inc. | History | Added to | 18,317 | 2,628 | 0.82% | 0.57% | 666 | +6,092 | 49.83% | Q4 2025 | Feb 11, 2026 |
| AIMZ Investment Advisors, LLC | History | Added to | 18,267 | 2,621 | 0.75% | 0.66% | 667 | +3,234 | 21.51% | Q4 2025 | Feb 17, 2026 |
| Arrowroot Family Office, LLC | History | Reduced | 18,260 | 2,620 | 0.95% | 1.26% | 668 | -4,118 | -18.4% | Q4 2025 | Feb 11, 2026 |
| Roundview Capital LLC | History | Reduced | 18,254 | 2,619 | 0.16% | 0.16% | 669 | -139 | -0.76% | Q4 2025 | Feb 09, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 18,238 | 2,617 | 0.01% | 0.01% | 670 | +2,565 | 16.37% | Q4 2025 | Feb 02, 2026 |
| Arsenal Capital Advisors LLC | History | New | 18,163 | 2,606 | 1.84% | — | 671 | +18,163 | New | Q4 2025 | Feb 11, 2026 |
| PRECEDENT WEALTH PARTNERS, LLC | History | Added to | 18,085 | 2,595 | 0.54% | 0.56% | 672 | +13 | 0.07% | Q4 2025 | Jan 07, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 18,061 | 2,592 | 0.0% | 0.0% | 673 | -7,130 | -28.3% | Q4 2025 | Feb 11, 2026 |
| VICUS CAPITAL | History | Reduced | 17,996 | 2,582 | 0.19% | 0.2% | 674 | -226 | -1.24% | Q4 2025 | Jan 22, 2026 |
| INVESTMENT MANAGEMENT CORP /VA/ /ADV | History | Reduced | 17,934 | 2,573 | 2.16% | 2.18% | 675 | -107 | -0.59% | Q4 2025 | Jan 29, 2026 |
| MERITAGE PORTFOLIO MANAGEMENT | History | Reduced | 17,794 | 2,553 | 0.17% | 0.17% | 676 | -203 | -1.13% | Q4 2025 | Jan 27, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Reduced | 17,660 | 2,534 | 0.25% | 0.28% | 677 | -1,479 | -7.73% | Q4 2025 | Jan 27, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | Reduced | 17,633 | 2,530 | 0.16% | 0.18% | 678 | -1,608 | -8.36% | Q4 2025 | Jan 20, 2026 |
| Bouchey Financial Group Ltd | History | No change | 17,541 | 2,517 | 0.19% | 0.19% | 679 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Kuhn & Co Investment Counsel | History | Added to | 17,537 | 2,516 | 1.68% | 0.78% | 680 | +10,568 | 151.64% | Q4 2025 | Feb 09, 2026 |
| Opes Wealth Management LLC | History | Reduced | 17,479 | 2,508 | 0.41% | 0.43% | 681 | -23 | -0.13% | Q4 2025 | Feb 02, 2026 |
| HUB Investment Partners, LLC | History | Added to | 17,474 | 2,507 | 0.06% | 0.08% | 682 | +38 | 0.22% | Q4 2025 | Feb 17, 2026 |
| CLUNE & ASSOCIATES, LTD. | History | Added to | 17,436 | 2,502 | 0.54% | 0.6% | 683 | +471 | 2.78% | Q4 2025 | Feb 09, 2026 |
| TRUE Private Wealth Advisors | History | Reduced | 17,389 | 2,495 | 0.25% | 0.26% | 684 | -727 | -4.01% | Q4 2025 | Feb 13, 2026 |
| Elite Financial, Inc. | History | Added to | 17,262 | 2,477 | 1.13% | 1.11% | 685 | +8 | 0.05% | Q4 2025 | Feb 12, 2026 |
| Weaver Consulting Group | History | Added to | 17,212 | 2,470 | 0.6% | 0.61% | 686 | +214 | 1.26% | Q4 2025 | Feb 10, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | Reduced | 17,194 | 2,467 | 0.57% | 0.6% | 687 | -436 | -2.47% | Q4 2025 | Jan 06, 2026 |
| Blankinship & Foster, LLC | History | No change | 17,170 | 2,464 | 0.53% | 0.53% | 688 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| My Personal CFO, LLC | History | New | 17,165 | 2,463 | 1.03% | — | 689 | +17,165 | New | Q4 2025 | Jan 15, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 17,152 | 2,461 | 0.15% | 0.15% | 690 | +90 | 0.53% | Q4 2025 | Feb 10, 2026 |
| WEALTHEDGE INVESTMENT ADVISORS, LLC | History | Reduced | 17,127 | 2,458 | 0.91% | 0.94% | 691 | -592 | -3.34% | Q4 2025 | Feb 17, 2026 |
| Clarity Capital Advisors, LLC | History | Reduced | 17,052 | 2,447 | 1.22% | 1.33% | 692 | -245 | -1.42% | Q4 2025 | Feb 11, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 16,900 | 2,425 | 0.01% | 0.01% | 693 | -2,800 | -14.21% | Q4 2025 | Jan 26, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 16,850 | 2,418 | 0.03% | 0.02% | 694 | +5,255 | 45.32% | Q4 2025 | Feb 02, 2026 |
| McNamara Financial Services, Inc. | History | Reduced | 16,752 | 2,404 | 0.46% | 0.45% | 695 | -438 | -2.55% | Q4 2025 | Jan 21, 2026 |
| HOWLAND CAPITAL MANAGEMENT LLC | History | No change | 16,688 | 2,395 | 0.09% | 0.09% | 696 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CAPITAL CITY TRUST CO/FL | History | Reduced | 16,648 | 2,389 | 0.53% | 0.58% | 697 | -312 | -1.84% | Q4 2025 | Feb 03, 2026 |
| Rockingstone Advisors LLC | History | Added to | 16,552 | 2,375 | 1.08% | 1.06% | 698 | +1,342 | 8.82% | Q4 2025 | Jan 28, 2026 |
| Glassman Wealth Services | History | Added to | 16,481 | 2,365 | 0.32% | 0.28% | 699 | +2,235 | 15.69% | Q4 2025 | Jan 28, 2026 |
| Wealthfront Advisers LLC | History | Added to | 16,462 | 2,362 | 0.01% | 0.0% | 700 | +3,240 | 24.5% | Q4 2025 | Jan 30, 2026 |
| Ascent Group, LLC | History | Added to | 16,341 | 2,345 | 0.08% | 0.08% | 701 | +62 | 0.38% | Q4 2025 | Jan 20, 2026 |
| Tradition Wealth Management, LLC | History | Reduced | 16,251 | 2,332 | 0.17% | 0.17% | 702 | -209 | -1.27% | Q4 2025 | Feb 11, 2026 |
| Capital Advantage, Inc. | History | Reduced | 16,228 | 2,329 | 0.31% | 0.35% | 703 | -127 | -0.78% | Q4 2025 | Jan 07, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 16,225 | 2,328 | 0.04% | 0.03% | 704 | +4,662 | 40.32% | Q4 2025 | Feb 12, 2026 |
| INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | History | Reduced | 16,060 | 2,304 | 0.95% | 0.96% | 705 | -35 | -0.22% | Q4 2025 | Feb 04, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 16,041 | 2,302 | 0.2% | 0.21% | 706 | -743 | -4.43% | Q4 2025 | Jan 26, 2026 |
| Keystone Financial Group | History | Reduced | 16,010 | 2,297 | 0.17% | 0.17% | 707 | -41 | -0.26% | Q4 2025 | Feb 06, 2026 |
| Auour Investments LLC | History | Added to | 15,984 | 2,294 | 0.73% | 0.62% | 708 | +2,494 | 18.49% | Q4 2025 | Jan 12, 2026 |
| Diversify Advisory Services, LLC | History | Reduced | 15,383 | 2,290 | 0.07% | 0.07% | 709 | -225 | -1.44% | Q4 2025 | Jan 23, 2026 |
| RIDGECREST WEALTH PARTNERS, LLC | History | Reduced | 15,946 | 2,288 | 1.24% | 1.05% | 710 | -503 | -3.06% | Q4 2025 | Jan 22, 2026 |
| Colony Family Offices, LLC | History | Reduced | 15,942 | 2,287 | 0.57% | 0.58% | 711 | -57 | -0.36% | Q4 2025 | Jan 22, 2026 |
| Hegarty Advisors, LLC | History | New | 15,925 | 2,285 | 1.98% | — | 712 | +15,925 | New | Q4 2025 | Jan 29, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | No change | 15,875 | 2,278 | 0.13% | 0.13% | 713 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Fonville Wealth Management LLC | History | Reduced | 15,865 | 2,276 | 0.47% | 0.52% | 714 | -623 | -3.78% | Q4 2025 | Jan 23, 2026 |
| Carr Financial Group Corp | History | Reduced | 15,803 | 2,268 | 0.6% | 0.62% | 715 | -257 | -1.6% | Q4 2025 | Jan 09, 2026 |
| FIRST MERCHANTS CORP | History | Added to | 15,760 | 2,261 | 0.08% | 0.08% | 716 | +317 | 2.05% | Q4 2025 | Jan 12, 2026 |
| North Star Investment Management Corp. | History | Reduced | 15,749 | 2,260 | 0.14% | 0.14% | 717 | -222 | -1.39% | Q4 2025 | Jan 30, 2026 |
| Financial Engines Advisors L.L.C. | History | Added to | 15,746 | 2,259 | 0.0% | 0.0% | 718 | +834 | 5.59% | Q4 2025 | Feb 12, 2026 |
| Stonebridge Financial Planning Group, LLC | History | Reduced | 15,567 | 2,234 | 0.81% | 0.83% | 719 | -200 | -1.27% | Q4 2025 | Feb 05, 2026 |
| WESBANCO BANK INC | History | Added to | 15,546 | 2,231 | 0.06% | 0.04% | 720 | +5,178 | 49.94% | Q4 2025 | Feb 03, 2026 |
| O'ROURKE & COMPANY, Inc | History | Added to | 15,547 | 2,231 | 0.87% | 0.88% | 721 | +595 | 3.98% | Q4 2025 | Jan 28, 2026 |
| Royal Fund Management, LLC | History | Added to | 15,444 | 2,219 | 0.2% | 0.17% | 722 | +5,374 | 53.37% | Q4 2025 | Jan 15, 2026 |
| FLAGSTAR ADVISORS INC | History | Reduced | 15,435 | 2,215 | 0.74% | 0.73% | 723 | -1,519 | -8.96% | Q4 2025 | Jan 13, 2026 |
| SP Asset Management LLC | History | Added to | 15,386 | 2,208 | 0.17% | 0.17% | 724 | +100 | 0.65% | Q4 2025 | Jan 28, 2026 |
| Regal Investment Advisors LLC | History | Added to | 15,372 | 2,206 | 0.13% | 0.13% | 725 | +1,078 | 7.54% | Q4 2025 | Feb 17, 2026 |
| EVOKE WEALTH, LLC | History | Added to | 15,349 | 2,202 | 0.04% | 0.04% | 726 | +29 | 0.19% | Q4 2025 | Feb 06, 2026 |
| JANUS HENDERSON GROUP PLC | History | Added to | 15,333 | 2,200 | 0.0% | 0.0% | 727 | +126 | 0.83% | Q4 2025 | Feb 17, 2026 |
| Prudent Man Advisors, LLC | History | Reduced | 15,304 | 2,196 | 0.8% | 0.8% | 728 | -20 | -0.13% | Q4 2025 | Feb 11, 2026 |
| Decker Retirement Planning Inc. | History | Added to | 15,291 | 2,194 | 1.09% | 1.14% | 729 | +560 | 3.8% | Q4 2025 | Jan 26, 2026 |
| Coordinated Financial Services, Inc. | History | Reduced | 15,288 | 2,194 | 1.26% | 1.41% | 730 | -270 | -1.74% | Q4 2025 | Feb 09, 2026 |
| Citizens National Bank Trust Department | History | Reduced | 15,264 | 2,190 | 0.38% | 0.39% | 731 | -304 | -1.95% | Q4 2025 | Jan 30, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 15,218 | 2,184 | 0.04% | 0.04% | 732 | -86 | -0.56% | Q4 2025 | Jan 07, 2026 |
| ARWA LLC | History | New | 15,183 | 2,179 | 1.27% | — | 733 | +15,183 | New | Q4 2025 | Feb 27, 2026 |
| BRIGHTON SECURITIES CORP. | History | Reduced | 15,137 | 2,172 | 1.07% | 1.14% | 734 | -362 | -2.34% | Q4 2025 | Mar 06, 2026 |
| Richard W. Paul & Associates, LLC | History | Added to | 15,051 | 2,160 | 0.72% | 0.01% | 735 | +14,843 | 7136.06% | Q4 2025 | Feb 12, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 15,041 | 2,158 | 0.13% | 0.11% | 736 | +4,005 | 36.29% | Q4 2025 | Feb 10, 2026 |
| Essex Bank | History | Reduced | 15,043 | 2,158 | 0.47% | 0.49% | 737 | -322 | -2.1% | Q4 2025 | Feb 02, 2026 |
| AssuredPartners Investment Advisors, LLC | History | New | 15,016 | 2,155 | 0.32% | — | 738 | +15,016 | New | Q4 2025 | Feb 03, 2026 |
| WEBSTER BANK, N. A. | History | Added to | 15,009 | 2,154 | 0.2% | 0.2% | 739 | +125 | 0.84% | Q4 2025 | Jan 23, 2026 |
| Centurion Wealth Management LLC | History | Added to | 14,872 | 2,134 | 0.47% | 0.47% | 740 | +153 | 1.04% | Q4 2025 | Jan 14, 2026 |
| Axis Wealth Partners, LLC | History | Added to | 14,864 | 2,133 | 1.18% | 1.22% | 741 | +26 | 0.18% | Q4 2025 | Jan 30, 2026 |
| Bigelow Investment Advisors, LLC | History | Added to | 14,757 | 2,117 | 0.83% | 0.81% | 742 | +485 | 3.4% | Q4 2025 | Jan 28, 2026 |
| Investmark Advisory Group LLC | History | Added to | 14,659 | 2,103 | 0.9% | 0.89% | 743 | +18 | 0.12% | Q4 2025 | Jan 28, 2026 |
| MOSELEY INVESTMENT MANAGEMENT INC | History | Added to | 14,633 | 2,100 | 0.65% | 0.57% | 744 | +1,435 | 10.87% | Q4 2025 | Jan 20, 2026 |
| 21 West Wealth Management LLC | History | Added to | 14,629 | 2,099 | 1.92% | 1.94% | 745 | +109 | 0.75% | Q4 2025 | Jan 13, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Added to | 14,616 | 2,097 | 0.13% | 0.13% | 746 | +1,585 | 12.16% | Q4 2025 | Feb 11, 2026 |
| FF Advisors,LLC | History | Reduced | 14,478 | 2,077 | 0.93% | 0.98% | 747 | -25 | -0.17% | Q4 2025 | Feb 13, 2026 |
| Ancora Advisors LLC | History | Added to | 14,439 | 2,072 | 0.04% | 0.04% | 748 | +1,998 | 16.06% | Q4 2025 | Feb 17, 2026 |
| R. W. Roge & Company, Inc. | History | Reduced | 14,423 | 2,070 | 1.02% | 1.04% | 749 | -2 | -0.01% | Q4 2025 | Jan 23, 2026 |
| Amicus Financial Advisors, LLC | History | New | 14,369 | 2,062 | 0.57% | — | 751 | +14,369 | New | Q4 2025 | Mar 02, 2026 |
| Eldridge Investment Advisors, Inc. | History | Added to | 14,374 | 2,062 | 0.45% | 0.44% | 750 | +701 | 5.13% | Q4 2025 | Feb 11, 2026 |
| Joseph Group Capital Management | History | Added to | 14,326 | 2,056 | 0.54% | 0.57% | 752 | +75 | 0.53% | Q4 2025 | Jan 30, 2026 |
| Compass Financial Services Inc | History | Added to | 14,324 | 2,055 | 0.89% | 0.86% | 753 | +588 | 4.28% | Q4 2025 | Feb 27, 2026 |
| InvesTrust | History | Reduced | 14,288 | 2,050 | 0.79% | 0.75% | 754 | -267 | -1.83% | Q4 2025 | Jan 14, 2026 |
| United Community Bank | History | Added to | 14,263 | 2,047 | 0.77% | 0.47% | 755 | +3,412 | 31.44% | Q4 2025 | Jan 30, 2026 |
| CHRISTINE MESSMER PC | History | New | 14,237 | 2,043 | 1.33% | — | 756 | +14,237 | New | Q4 2025 | Feb 03, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 14,194 | 2,037 | 0.07% | 0.07% | 757 | +115 | 0.82% | Q4 2025 | Feb 02, 2026 |
| Leo Wealth, LLC | History | Added to | 14,052 | 2,016 | 0.15% | 0.13% | 759 | +6,880 | 95.93% | Q4 2025 | Jan 21, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | Reduced | 14,051 | 2,016 | 0.03% | 0.03% | 758 | -806 | -5.43% | Q4 2025 | Feb 12, 2026 |
| CAPITAL ADVISORS INC/OK | History | Added to | 14,002 | 2,009 | 0.03% | 0.03% | 760 | +259 | 1.88% | Q4 2025 | Jan 15, 2026 |
| APS Management Group, Inc. | History | Reduced | 13,981 | 2,006 | 1.72% | 1.77% | 761 | -206 | -1.45% | Q4 2025 | Jan 28, 2026 |
| Blue Chip Partners, LLC | History | Added to | 13,973 | 2,005 | 0.15% | 0.14% | 762 | +353 | 2.59% | Q4 2025 | Feb 18, 2026 |
| Beacon Financial Advisory LLC | History | Reduced | 13,954 | 2,002 | 0.46% | 0.47% | 763 | -425 | -2.96% | Q4 2025 | Feb 17, 2026 |
| Financial Insights, Inc. | History | Added to | 13,868 | 1,990 | 0.67% | 0.64% | 764 | +52 | 0.38% | Q4 2025 | Mar 31, 2026 |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | History | New | 13,848 | 1,987 | 1.86% | — | 765 | +13,848 | New | Q4 2025 | Feb 02, 2026 |
| Prospect Financial Services LLC | History | Added to | 13,842 | 1,986 | 1.14% | 0.98% | 766 | +1,803 | 14.98% | Q4 2025 | Feb 06, 2026 |
| Circle Wealth Management, LLC | History | Reduced | 13,749 | 1,973 | 0.03% | 0.04% | 767 | -110 | -0.79% | Q4 2025 | Feb 13, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | No change | 1,527 | 1,966 | 0.64% | 0.13% | 768 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Creekside Partners | History | Reduced | 13,693 | 1,965 | 0.83% | 0.86% | 769 | -135 | -0.98% | Q4 2025 | Feb 13, 2026 |
| Formidable Asset Management, LLC | History | Reduced | 13,822 | 1,948 | 0.28% | 0.3% | 770 | -658 | -4.54% | Q4 2025 | Jan 16, 2026 |
| Scott Capital Advisors, LLC | History | Added to | 13,572 | 1,947 | 0.43% | 0.26% | 771 | +5,562 | 69.44% | Q4 2025 | Jan 12, 2026 |
| FAS Wealth Partners, Inc. | History | Added to | 13,555 | 1,945 | 0.13% | 0.12% | 772 | +743 | 5.8% | Q4 2025 | Feb 18, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 13,544 | 1,943 | 0.15% | 0.16% | 773 | -796 | -5.55% | Q4 2025 | Jan 29, 2026 |
| Financial Enhancement Group LLC | History | Reduced | 13,095 | 1,941 | 0.25% | 0.25% | 774 | -221 | -1.66% | Q4 2025 | Jan 23, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | Reduced | 13,516 | 1,939 | 0.93% | 0.93% | 775 | -165 | -1.21% | Q4 2025 | Feb 05, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 13,481 | 1,934 | 0.0% | 0.0% | 776 | +1,503 | 12.55% | Q4 2025 | Feb 17, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Added to | 13,466 | 1,932 | 0.16% | 0.14% | 777 | +84 | 0.63% | Q4 2025 | Feb 17, 2026 |
| COFG Advisors, LLC | History | New | 13,432 | 1,927 | 0.48% | — | 778 | +13,432 | New | Q4 2025 | Feb 10, 2026 |
| Walkner Condon Financial Advisors LLC | History | Reduced | 13,419 | 1,925 | 0.27% | 0.32% | 779 | -932 | -6.49% | Q4 2025 | Jan 21, 2026 |
| ALEXANDER LABRUNERIE & CO., INC. | History | New | 13,340 | 1,914 | 0.69% | — | 782 | +13,340 | New | Q4 2025 | Mar 26, 2026 |
| 360 Financial, Inc. | History | Added to | 13,337 | 1,914 | 0.58% | 0.56% | 781 | +1,016 | 8.25% | Q4 2025 | Feb 13, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Reduced | 13,343 | 1,914 | 0.08% | 0.08% | 780 | -249 | -1.83% | Q4 2025 | Feb 09, 2026 |
| J HAGAN CAPITAL, INC. | History | New | 13,282 | 1,906 | 1.05% | — | 783 | +13,282 | New | Q4 2025 | Feb 17, 2026 |
| TOWNSQUARE CAPITAL LLC | History | Reduced | 13,193 | 1,893 | 0.42% | 0.68% | 785 | -18,919 | -58.92% | Q4 2025 | Feb 11, 2026 |
| MATHER GROUP, LLC. | History | Added to | 13,194 | 1,893 | 0.02% | 0.02% | 784 | +542 | 4.28% | Q4 2025 | Jan 13, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 13,152 | 1,888 | 0.09% | 0.07% | 786 | +2,797 | 27.01% | Q4 2025 | Feb 13, 2026 |
| W ADVISORS, LLC | History | Added to | 13,161 | 1,888 | 0.95% | 0.94% | 787 | +481 | 3.79% | Q4 2025 | Feb 13, 2026 |
| JB Capital LLC | History | Added to | 13,155 | 1,887 | 0.08% | 0.07% | 788 | +934 | 7.64% | Q4 2025 | Jan 20, 2026 |
| GreatBanc Trust CO | History | Reduced | 13,125 | 1,883 | 1.33% | 1.3% | 789 | -315 | -2.34% | Q4 2025 | Feb 12, 2026 |
| Red Tortoise LLC | History | Reduced | 13,105 | 1,880 | 0.8% | 0.81% | 790 | -120 | -0.91% | Q4 2025 | Jan 22, 2026 |
| Bensler, LLC | History | Reduced | 13,093 | 1,879 | 0.19% | 0.2% | 791 | -337 | -2.51% | Q4 2025 | Feb 04, 2026 |
| Verity Asset Management, Inc. | History | New | 13,062 | 1,874 | 0.8% | — | 792 | +13,062 | New | Q4 2025 | Jan 30, 2026 |
| Arete Wealth Advisors, LLC | History | Added to | 12,926 | 1,855 | 0.11% | 0.11% | 793 | +263 | 2.08% | Q4 2025 | Feb 13, 2026 |
| ZWJ INVESTMENT COUNSEL INC | History | No change | 12,910 | 1,852 | 0.07% | 0.06% | 794 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| ASPIRIANT, LLC | History | Added to | 12,895 | 1,850 | 0.05% | 0.05% | 795 | +1,262 | 10.85% | Q4 2025 | Jan 20, 2026 |
| New Insight Wealth Advisors | History | Reduced | 12,870 | 1,847 | 0.66% | 0.73% | 796 | -942 | -6.82% | Q4 2025 | Feb 17, 2026 |
| Wealth Management Nebraska | History | Reduced | 12,870 | 1,847 | 0.21% | 0.23% | 797 | -750 | -5.51% | Q4 2025 | Jan 28, 2026 |
| Integrated Investment Consultants, LLC | History | No change | 12,807 | 1,838 | 0.36% | 0.31% | 798 | 0 | 0.0% | Q4 2025 | Mar 03, 2026 |
| N.E.W. Advisory Services LLC | History | Reduced | 12,785 | 1,834 | 0.14% | 0.17% | 799 | -742 | -5.49% | Q4 2025 | Jan 28, 2026 |
| MCF Advisors LLC | History | Added to | 12,725 | 1,826 | 0.1% | 0.1% | 800 | +787 | 6.59% | Q4 2025 | Feb 11, 2026 |
| FULTON BANK, N.A. | History | Reduced | 12,714 | 1,824 | 0.06% | 0.06% | 801 | -124 | -0.97% | Q4 2025 | Jan 08, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Added to | 12,630 | 1,812 | 0.22% | 0.18% | 802 | +1,692 | 15.47% | Q4 2025 | Feb 13, 2026 |
| Clarity Financial LLC | History | Reduced | 12,593 | 1,807 | 0.17% | 0.18% | 803 | -10 | -0.08% | Q4 2025 | Jan 28, 2026 |
| Luminvest Wealth Management LLC | History | No change | 12,549 | 1,801 | 0.5% | 0.58% | 804 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Advocate Investing Services LLC | History | New | 12,546 | 1,800 | 1.61% | — | 805 | +12,546 | New | Q4 2025 | Feb 12, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | Reduced | 12,482 | 1,791 | 0.06% | 0.06% | 806 | -842 | -6.32% | Q4 2025 | Feb 13, 2026 |
| NewEdge Wealth, LLC | History | Added to | 12,466 | 1,789 | 0.02% | 0.02% | 807 | +2,133 | 20.64% | Q4 2025 | Feb 03, 2026 |
| OPINICUS CAPITAL, INC. | History | Reduced | 12,446 | 1,786 | 1.25% | 1.22% | 808 | -70 | -0.56% | Q4 2025 | Feb 04, 2026 |
| HOLDERNESS INVESTMENTS CO | History | Added to | 12,434 | 1,784 | 0.36% | 0.29% | 809 | +2,472 | 24.81% | Q4 2025 | Feb 10, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 12,437 | 1,784 | 0.0% | 0.0% | 810 | -1,525 | -10.92% | Q4 2025 | Feb 10, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | No change | 12,366 | 1,774 | 0.2% | 0.22% | 811 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Red Door Wealth Management, LLC | History | Added to | 12,349 | 1,772 | 0.18% | 0.18% | 812 | +77 | 0.63% | Q4 2025 | Jan 20, 2026 |
| Kastel Capital Advisors, LLC | History | New | 12,306 | 1,766 | 1.08% | — | 813 | +12,306 | New | Q4 2025 | Feb 18, 2026 |
| GABLES CAPITAL MANAGEMENT INC. | History | No change | 12,291 | 1,764 | 0.75% | 0.74% | 814 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| FCA CORP /TX | History | Added to | 12,240 | 1,756 | 0.5% | 0.47% | 815 | +219 | 1.82% | Q4 2025 | Feb 11, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 12,231 | 1,755 | 0.01% | 0.01% | 816 | +4,578 | 59.82% | Q4 2025 | Jan 27, 2026 |
| Armor Investment Advisors, LLC | History | Reduced | 12,219 | 1,753 | 0.64% | 2.33% | 817 | -39,897 | -76.55% | Q4 2025 | Feb 05, 2026 |
| Seek First Inc. | History | Reduced | 12,204 | 1,751 | 1.21% | 1.29% | 818 | -497 | -3.91% | Q4 2025 | Jan 30, 2026 |
| MOKAN Wealth Management Inc. | History | Added to | 12,190 | 1,749 | 0.78% | 0.58% | 819 | +4,003 | 48.89% | Q4 2025 | Jan 26, 2026 |
| Sagace Wealth Management LLC | History | Added to | 12,177 | 1,747 | 1.18% | 1.15% | 820 | +169 | 1.41% | Q4 2025 | Feb 02, 2026 |
| TME FINANCIAL, INC. | History | Reduced | 12,113 | 1,738 | 1.22% | 1.31% | 821 | -313 | -2.52% | Q4 2025 | Jan 27, 2026 |
| IBEX WEALTH ADVISORS | History | Reduced | 11,955 | 1,715 | 0.17% | 0.17% | 822 | -778 | -6.11% | Q4 2025 | Feb 17, 2026 |
| UMB Bank, n.a. | History | Added to | 11,936 | 1,713 | 0.02% | 0.02% | 823 | +1,613 | 15.63% | Q4 2025 | Feb 13, 2026 |
| Trinity Legacy Partners, LLC | History | Added to | 11,907 | 1,708 | 0.39% | 0.38% | 824 | +144 | 1.22% | Q4 2025 | Jan 26, 2026 |
| NOVEM GROUP | History | Reduced | 11,883 | 1,705 | 0.2% | 0.2% | 825 | -265 | -2.18% | Q4 2025 | Jan 27, 2026 |
| Dakota Wealth Management | History | Reduced | 11,819 | 1,696 | 0.03% | 0.04% | 826 | -1,500 | -11.26% | Q4 2025 | Jan 13, 2026 |
| Allie Family Office LLC | History | No change | 11,795 | 1,692 | 0.79% | 0.79% | 827 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 11,779 | 1,690 | 0.05% | 0.03% | 828 | +4,826 | 69.41% | Q4 2025 | Feb 12, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 11,707 | 1,680 | 0.06% | 0.04% | 830 | +3,557 | 43.64% | Q4 2025 | Feb 17, 2026 |
| Vermillion Wealth Management, Inc. | History | Reduced | 11,711 | 1,680 | 0.68% | 0.46% | 829 | -390 | -3.22% | Q4 2025 | Feb 11, 2026 |
| CRA Financial Services, LLC | History | Added to | 11,686 | 1,677 | 0.22% | 0.21% | 831 | +611 | 5.52% | Q4 2025 | Jan 16, 2026 |
| Root Financial Partners, LLC | History | Reduced | 11,657 | 1,673 | 0.09% | 0.11% | 832 | -874 | -6.97% | Q4 2025 | Feb 10, 2026 |
| Compound Planning, Inc. | History | Added to | 11,636 | 1,670 | 0.05% | 0.05% | 833 | +8 | 0.07% | Q4 2025 | Feb 19, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 11,566 | 1,659 | 0.18% | 0.21% | 834 | +564 | 5.13% | Q4 2025 | Feb 11, 2026 |
| Mraz, Amerine & Associates, Inc. | History | Reduced | 11,551 | 1,657 | 0.25% | 0.26% | 835 | -162 | -1.38% | Q4 2025 | Feb 06, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 11,536 | 1,655 | 0.6% | 0.59% | 836 | +7 | 0.06% | Q4 2025 | Jan 22, 2026 |
| McClarren Financial Advisors, Inc. | History | Added to | 7,717 | 1,652 | 0.99% | 1.02% | 837 | +1,819 | 30.84% | Q4 2025 | Jan 13, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 11,460 | 1,644 | 0.04% | 0.04% | 839 | +177 | 1.57% | Q4 2025 | Feb 17, 2026 |
| Ballentine Partners, LLC | History | Reduced | 11,457 | 1,644 | 0.02% | 0.02% | 838 | -36 | -0.31% | Q4 2025 | Feb 03, 2026 |
| NORTHCAPE WEALTH MANAGEMENT, LLC | History | Reduced | 11,417 | 1,638 | 0.46% | 0.49% | 840 | -403 | -3.41% | Q4 2025 | Jan 22, 2026 |
| Stratos Investment Management, LLC | History | Added to | 11,375 | 1,632 | 0.07% | 0.07% | 841 | +4 | 0.04% | Q4 2025 | Jan 20, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | No change | 11,374 | 1,632 | 0.18% | 0.19% | 842 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| BETO FINANCIAL GROUP, LLC | History | New | 10,799 | 1,630 | 1.1% | — | 843 | +10,799 | New | Q4 2025 | Feb 10, 2026 |
| Richardson Capital Management LLC | History | Added to | 11,328 | 1,625 | 0.82% | 0.76% | 844 | +9 | 0.08% | Q4 2025 | Jan 30, 2026 |
| Lynx Investment Advisory | History | Added to | 11,291 | 1,620 | 0.88% | 0.93% | 845 | +233 | 2.11% | Q4 2025 | Feb 05, 2026 |
| LongView Wealth Management | History | Added to | 10,948 | 1,616 | 0.39% | 0.33% | 846 | +2,333 | 27.08% | Q4 2025 | Jan 13, 2026 |
| STOCK YARDS BANK & TRUST CO | History | Added to | 11,225 | 1,611 | 0.05% | 0.04% | 847 | +1,220 | 12.19% | Q4 2025 | Jan 21, 2026 |
| Capital Group Private Client Services, Inc. | History | Added to | 11,229 | 1,611 | 0.03% | 0.03% | 848 | +42 | 0.38% | Q4 2025 | Feb 11, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | New | 11,219 | 1,610 | 0.03% | — | 849 | +11,219 | New | Q4 2025 | Feb 17, 2026 |
| HBK Sorce Advisory LLC | History | Added to | 10,347 | 1,608 | 0.04% | 0.04% | 850 | +242 | 2.39% | Q4 2025 | Feb 09, 2026 |
| SRH ADVISORS, LLC | History | Reduced | 11,203 | 1,607 | 0.46% | 0.47% | 851 | -238 | -2.08% | Q4 2025 | Jan 21, 2026 |
| Trilogy Capital Inc. | History | Reduced | 11,180 | 1,604 | 0.07% | 0.08% | 852 | -889 | -7.37% | Q4 2025 | Jan 22, 2026 |
| Covestor Ltd | History | Added to | 11,100 | 1,593 | 0.83% | 0.82% | 854 | +507 | 4.79% | Q4 2025 | Feb 06, 2026 |
| NORTH STAR ASSET MANAGEMENT INC | History | Reduced | 11,100 | 1,593 | 0.06% | 0.07% | 853 | -425 | -3.69% | Q4 2025 | Feb 09, 2026 |
| Nilsine Partners, LLC | History | Added to | 11,088 | 1,591 | 0.14% | 0.07% | 855 | +5,474 | 97.51% | Q4 2025 | Jan 15, 2026 |
| Rossmore Private Capital | History | No change | 11,079 | 1,590 | 0.14% | 0.17% | 856 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Spire Wealth Management | History | Reduced | 11,069 | 1,588 | 0.05% | 0.06% | 857 | -679 | -5.78% | Q4 2025 | Jan 14, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | Added to | 11,064 | 1,587 | 0.76% | 0.71% | 858 | +550 | 5.23% | Q4 2025 | Feb 12, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 10,976 | 1,575 | 0.04% | 0.04% | 859 | +333 | 3.13% | Q4 2025 | Jan 23, 2026 |
| Portland Financial Advisors Inc | History | Added to | 10,966 | 1,573 | 3.34% | 3.28% | 860 | +46 | 0.42% | Q4 2025 | Feb 06, 2026 |
| Columbus Macro, LLC | History | Added to | 10,938 | 1,569 | 0.17% | 0.17% | 861 | +70 | 0.64% | Q4 2025 | Jan 15, 2026 |
| Dougherty Wealth Advisers LLC | History | Reduced | 10,886 | 1,562 | 0.88% | 1.16% | 862 | -1,920 | -14.99% | Q4 2025 | Jan 29, 2026 |
| Westfuller Advisors, LLC | History | Added to | 10,843 | 1,556 | 0.63% | 0.69% | 863 | +11 | 0.1% | Q4 2025 | Jan 21, 2026 |
| Claris Financial LLC | History | Added to | 10,836 | 1,555 | 0.83% | 0.81% | 864 | +727 | 7.19% | Q4 2025 | Feb 19, 2026 |
| NWF Advisory Services Inc. | History | Reduced | 10,814 | 1,552 | 0.17% | 0.17% | 865 | -370 | -3.31% | Q4 2025 | Mar 03, 2026 |
| Fulcrum Capital LLC | History | No change | 10,765 | 1,544 | 0.31% | 0.31% | 866 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| JT Stratford LLC | History | Added to | 10,723 | 1,538 | 0.2% | 0.19% | 867 | +559 | 5.5% | Q4 2025 | Feb 12, 2026 |
| Black Diamond Financial, LLC | History | Added to | 10,685 | 1,533 | 0.16% | 0.15% | 868 | +992 | 10.23% | Q4 2025 | Feb 03, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 10,671 | 1,531 | 0.07% | 0.07% | 869 | +168 | 1.6% | Q4 2025 | Feb 17, 2026 |
| Balboa Wealth Partners | History | Added to | 10,656 | 1,529 | 0.25% | 0.26% | 870 | +27 | 0.25% | Q4 2025 | Jan 16, 2026 |
| John W. Brooker & Co., CPAs | History | No change | 10,648 | 1,528 | 2.74% | 3.05% | 871 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Faithward Advisors, LLC | History | Added to | 10,644 | 1,527 | 0.22% | 0.18% | 872 | +2,121 | 24.89% | Q4 2025 | Feb 17, 2026 |
| Capital Squared Financial LLC | History | Added to | 10,574 | 1,517 | 1.18% | 1.24% | 873 | +457 | 4.52% | Q4 2025 | Apr 17, 2026 |
| TI-TRUST, INC | History | Reduced | 10,564 | 1,516 | 0.94% | 0.94% | 874 | -39 | -0.37% | Q4 2025 | Jan 23, 2026 |
| Anchor Investment Management, LLC | History | Added to | 10,559 | 1,515 | 0.12% | 0.12% | 875 | +83 | 0.79% | Q4 2025 | Feb 26, 2026 |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | History | No change | 10,441 | 1,498 | 0.41% | 0.43% | 876 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Cypress Point Wealth Management, LLC | History | No change | 10,407 | 1,493 | 0.33% | 0.3% | 877 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Blue Water Asset Management | History | New | 10,397 | 1,492 | 0.54% | — | 878 | +10,397 | New | Q4 2025 | Feb 05, 2026 |
| Donalies Financial Planning, LLC | History | New | 10,363 | 1,487 | 1.27% | — | 879 | +10,363 | New | Q4 2025 | Feb 17, 2026 |
| BURKETT FINANCIAL SERVICES, LLC | History | Reduced | 10,332 | 1,482 | 0.51% | 0.51% | 881 | -242 | -2.29% | Q4 2025 | Jan 05, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | Reduced | 10,333 | 1,482 | 0.7% | 0.7% | 880 | -57 | -0.55% | Q4 2025 | Feb 13, 2026 |
| Freestone Capital Holdings, LLC | History | Reduced | 10,239 | 1,469 | 0.04% | 0.04% | 882 | -46 | -0.45% | Q4 2025 | Jan 23, 2026 |
| Great Diamond Partners, LLC | History | Added to | 10,232 | 1,468 | 0.28% | 0.26% | 883 | +870 | 9.29% | Q4 2025 | Feb 06, 2026 |
| Plante Moran Financial Advisors, LLC | History | Added to | 10,221 | 1,466 | 0.09% | 0.03% | 884 | +7,189 | 237.1% | Q4 2025 | Feb 05, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | Added to | 10,206 | 1,464 | 0.08% | 0.05% | 885 | +5,957 | 140.2% | Q4 2025 | Feb 09, 2026 |
| CPA Asset Management Group, LLC | History | No change | 10,088 | 1,447 | 0.51% | 0.55% | 886 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| NOVARE CAPITAL MANAGEMENT LLC | History | Reduced | 10,060 | 1,443 | 0.11% | 0.11% | 887 | -8 | -0.08% | Q4 2025 | Feb 05, 2026 |
| Highland Financial Advisors, LLC | History | Reduced | 10,041 | 1,441 | 0.4% | 0.42% | 888 | -370 | -3.55% | Q4 2025 | Jan 23, 2026 |
| Fiduciary Alliance LLC | History | Added to | 10,028 | 1,439 | 0.09% | 0.09% | 889 | +844 | 9.19% | Q4 2025 | Jan 22, 2026 |
| LAZARI CAPITAL MANAGEMENT, INC. | History | Reduced | 10,009 | 1,436 | 0.48% | 0.52% | 890 | -935 | -8.54% | Q4 2025 | Jan 29, 2026 |
| PUREfi Wealth, LLC | History | Added to | 9,948 | 1,427 | 1.09% | 1.07% | 891 | +65 | 0.66% | Q4 2025 | Jan 12, 2026 |
| Fairscale Capital, LLC | History | Added to | 9,930 | 1,425 | 0.94% | 0.96% | 892 | +21 | 0.21% | Q4 2025 | Feb 17, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Added to | 9,914 | 1,422 | 0.2% | 0.13% | 893 | +4,075 | 69.79% | Q4 2025 | Jan 23, 2026 |
| Birchcreek Wealth Management, LLC | History | Reduced | 9,900 | 1,420 | 0.7% | 0.75% | 894 | -427 | -4.13% | Q4 2025 | Jan 16, 2026 |
| RM Financial Services, LLC | History | New | 9,892 | 1,419 | 1.26% | — | 896 | +9,892 | New | Q4 2025 | Feb 11, 2026 |
| Greenwich Wealth Management LLC | History | No change | 9,885 | 1,419 | 0.06% | 0.07% | 895 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Main Street Financial Solutions, LLC | History | Reduced | 9,886 | 1,418 | 0.11% | 0.26% | 897 | -18,944 | -65.71% | Q4 2025 | Feb 17, 2026 |
| Thomasville National Bank | History | Reduced | 9,858 | 1,414 | 0.09% | 0.09% | 898 | -525 | -5.06% | Q4 2025 | Jan 26, 2026 |
| Mascagni Wealth Management, Inc. | History | Reduced | 9,847 | 1,413 | 1.05% | 1.09% | 899 | -203 | -2.02% | Q4 2025 | Feb 11, 2026 |
| Rothschild Wealth LLC | History | Added to | 9,838 | 1,411 | 0.14% | 0.07% | 900 | +7,596 | 338.8% | Q4 2025 | Feb 17, 2026 |
| DF DENT & CO INC | History | Added to | 9,798 | 1,406 | 0.02% | 0.02% | 901 | +225 | 2.35% | Q4 2025 | Feb 17, 2026 |
| HM PAYSON & CO | History | Reduced | 9,789 | 1,404 | 0.02% | 0.03% | 902 | -5,225 | -34.8% | Q4 2025 | Feb 12, 2026 |
| KFA Private Wealth Group, LLC | History | Reduced | 9,761 | 1,400 | 0.34% | 0.4% | 903 | -177 | -1.78% | Q4 2025 | Jan 07, 2026 |
| DUNCKER STREETT & CO INC | History | Reduced | 9,729 | 1,396 | 0.25% | 0.25% | 904 | -574 | -5.57% | Q4 2025 | Jan 27, 2026 |
| Coastwise Capital Group, LLC | History | Added to | 9,698 | 1,391 | 0.69% | 0.95% | 905 | +116 | 1.21% | Q4 2025 | Feb 12, 2026 |
| Sage Investment Advisers LLC | History | New | 9,671 | 1,387 | 1.04% | — | 906 | +9,671 | New | Q4 2025 | Feb 10, 2026 |
| WESTBOURNE INVESTMENTS, INC. | History | Reduced | 9,626 | 1,381 | 0.64% | 0.69% | 907 | -580 | -5.68% | Q4 2025 | Jan 22, 2026 |
| MIDLAND WEALTH ADVISORS, LLC | History | No change | 9,574 | 1,374 | 0.07% | 0.07% | 908 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Collaborative Wealth Managment Inc. | History | Reduced | 9,566 | 1,372 | 0.48% | 0.58% | 910 | -545 | -5.39% | Q4 2025 | Feb 09, 2026 |
| ALESCO ADVISORS LLC | History | No change | 9,560 | 1,372 | 0.04% | 0.04% | 909 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 9,543 | 1,369 | 0.08% | 0.06% | 911 | -299 | -3.04% | Q4 2025 | Jan 30, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | No change | 9,520 | 1,366 | 0.11% | 0.12% | 912 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Added to | 9,471 | 1,359 | 0.08% | 0.08% | 913 | +304 | 3.32% | Q4 2025 | Jan 15, 2026 |
| Facet Wealth, Inc. | History | Added to | 9,116 | 1,355 | 0.02% | 0.01% | 914 | +4,013 | 78.64% | Q4 2025 | Jan 29, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 9,427 | 1,352 | 0.03% | 0.07% | 915 | -7,998 | -45.9% | Q4 2025 | Feb 17, 2026 |
| Huntleigh Advisors, Inc. | History | Added to | 9,416 | 1,351 | 0.23% | 0.2% | 916 | +991 | 11.76% | Q4 2025 | Jan 29, 2026 |
| OpenArc Corporate Advisory, LLC | History | New | 9,366 | 1,344 | 0.02% | — | 917 | +9,366 | New | Q4 2025 | Feb 13, 2026 |
| Cornerstone Financial Management LLC | History | New | 9,358 | 1,343 | 1.26% | — | 918 | +9,358 | New | Q4 2025 | Feb 13, 2026 |
| Finward Bancorp | History | Reduced | 9,353 | 1,342 | 1.04% | 1.1% | 919 | -891 | -8.7% | Q4 2025 | Jan 21, 2026 |
| Liberty Capital Management, Inc. | History | Reduced | 9,333 | 1,339 | 0.25% | 0.25% | 920 | -95 | -1.01% | Q4 2025 | Jan 26, 2026 |
| MAYPORT, LLC | History | Added to | 9,305 | 1,335 | 0.27% | 0.28% | 921 | +259 | 2.86% | Q4 2025 | Jan 21, 2026 |
| LVW Advisors, LLC | History | Reduced | 9,289 | 1,333 | 0.14% | 0.15% | 922 | -1,320 | -12.44% | Q4 2025 | Jan 14, 2026 |
| Klingman & Associates, LLC | History | Reduced | 9,264 | 1,329 | 0.06% | 0.07% | 923 | -8 | -0.09% | Q4 2025 | Jan 29, 2026 |
| Morton Capital Management LLC/CA | History | Added to | 9,262 | 1,329 | 0.2% | 0.21% | 924 | +2 | 0.02% | Q4 2025 | Feb 03, 2026 |
| Zuckerman Investment Group, LLC | History | No change | 9,256 | 1,328 | 0.12% | 0.12% | 925 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| RHS Financial, LLC | History | Added to | 9,233 | 1,325 | 0.65% | 0.35% | 926 | +4,451 | 93.08% | Q4 2025 | Jan 16, 2026 |
| 3Chopt Investment Partners, LLC | History | Added to | 9,203 | 1,320 | 0.3% | 0.3% | 927 | +1 | 0.01% | Q4 2025 | Feb 10, 2026 |
| John A. Wolfe & Associates, Inc. | History | New | 9,097 | 1,305 | 0.7% | — | 929 | +9,097 | New | Q4 2025 | Mar 16, 2026 |
| WIMMER ASSOCIATES 1, LLC | History | Added to | 9,099 | 1,305 | 0.61% | 0.58% | 928 | +471 | 5.46% | Q4 2025 | Feb 13, 2026 |
| Tradewinds, LLC. | History | Added to | 9,092 | 1,304 | 0.31% | 0.31% | 930 | +8 | 0.09% | Q4 2025 | Feb 13, 2026 |
| Miramar Capital, LLC | History | Added to | 9,066 | 1,301 | 0.28% | 0.28% | 931 | +161 | 1.81% | Q4 2025 | Feb 11, 2026 |
| Retirement Planning Co of New England, Inc. | History | Added to | 9,064 | 1,300 | 0.52% | 0.51% | 932 | +23 | 0.25% | Q4 2025 | Jan 28, 2026 |
| BANTAMAC CAPITAL, LLC | History | Reduced | 9,005 | 1,292 | 0.62% | 0.86% | 933 | -2,867 | -24.15% | Q4 2025 | Feb 10, 2026 |
| Tempus Wealth Planning, LLC | History | Reduced | 8,953 | 1,284 | 0.29% | 0.34% | 934 | -1,656 | -15.61% | Q4 2025 | Jan 16, 2026 |
| Strategic Advocates LLC | History | Reduced | 8,884 | 1,284 | 0.33% | 0.34% | 935 | -249 | -2.73% | Q4 2025 | Feb 11, 2026 |
| Cornerstone Wealth Group, LLC | History | Added to | 8,945 | 1,283 | 0.09% | 0.08% | 936 | +562 | 6.7% | Q4 2025 | Jan 26, 2026 |
| Fifth Third Wealth Advisors LLC | History | Added to | 8,897 | 1,276 | 0.04% | 0.04% | 937 | +1,735 | 24.23% | Q4 2025 | Jan 15, 2026 |
| INTEGRAL INVESTMENT ADVISORS, INC. | History | Reduced | 8,890 | 1,275 | 0.32% | 0.34% | 938 | -75 | -0.84% | Q4 2025 | Feb 06, 2026 |
| FIRST AMERICAN TRUST, FSB | History | Added to | 8,880 | 1,274 | 0.09% | 0.09% | 939 | +91 | 1.04% | Q4 2025 | Feb 11, 2026 |
| LJI Wealth Management, LLC | History | No change | 8,826 | 1,266 | 0.19% | 0.22% | 940 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Invst, LLC | History | Reduced | 8,818 | 1,265 | 0.14% | 0.15% | 941 | -415 | -4.49% | Q4 2025 | Feb 11, 2026 |
| RESOLUTE CAPITAL, LLC | History | New | 8,754 | 1,256 | 0.52% | — | 943 | +8,754 | New | Q4 2025 | Feb 10, 2026 |
| Magnus Financial Group LLC | History | Reduced | 8,755 | 1,256 | 0.1% | 0.1% | 942 | -433 | -4.71% | Q4 2025 | Jan 07, 2026 |
| Aspen Investment Management Inc | History | Added to | 8,735 | 1,254 | 0.38% | 0.11% | 944 | +6,660 | 320.96% | Q4 2025 | Feb 06, 2026 |
| Bogart Wealth, LLC | History | Added to | 8,736 | 1,253 | 0.05% | 0.05% | 945 | +314 | 3.73% | Q4 2025 | Jan 30, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | Reduced | 8,736 | 1,253 | 0.02% | 0.03% | 946 | -202 | -2.26% | Q4 2025 | Jan 28, 2026 |
| Key FInancial Inc | History | Added to | 8,710 | 1,250 | 0.23% | 0.22% | 947 | +96 | 1.11% | Q4 2025 | Feb 09, 2026 |
| Values Added Financial LLC | History | No change | 8,693 | 1,247 | 0.53% | 0.54% | 948 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Andrews Advisory Associates, LLC | History | New | 8,674 | 1,244 | 0.66% | — | 949 | +8,674 | New | Q4 2025 | Feb 18, 2026 |
| Archer Investment Corp | History | Added to | 8,647 | 1,240 | 0.28% | 0.27% | 950 | +1 | 0.01% | Q4 2025 | Jan 30, 2026 |
| TOBIAS FINANCIAL ADVISORS, INC. | History | Added to | 8,591 | 1,232 | 0.17% | 0.17% | 951 | +879 | 11.4% | Q4 2025 | Feb 13, 2026 |
| Clark Capital Management Group, Inc. | History | Added to | 8,580 | 1,231 | 0.01% | 0.01% | 952 | +90 | 1.06% | Q4 2025 | Feb 17, 2026 |
| GLOBALT Investments LLC / GA | History | Reduced | 8,575 | 1,230 | 0.04% | 0.04% | 953 | -163 | -1.87% | Q4 2025 | Feb 06, 2026 |
| Sage Capital Advisors,llc | History | Added to | 8,558 | 1,228 | 0.29% | 0.25% | 954 | +1,126 | 15.15% | Q4 2025 | Jan 06, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 8,479 | 1,216 | 0.1% | 0.09% | 955 | +1,412 | 19.98% | Q4 2025 | Jan 13, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 8,416 | 1,207 | 0.06% | 0.07% | 956 | -76 | -0.89% | Q4 2025 | Feb 05, 2026 |
| VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | History | Reduced | 8,405 | 1,206 | 0.35% | 0.35% | 957 | -20 | -0.24% | Q4 2025 | Feb 12, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 8,399 | 1,205 | 0.02% | 0.02% | 958 | -2,110 | -20.08% | Q4 2025 | Jan 20, 2026 |
| Poehling Capital Management, INC. | History | No change | 8,276 | 1,187 | 0.24% | 0.25% | 959 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Brown Financial Advisory | History | No change | 8,250 | 1,184 | 0.6% | 0.61% | 960 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| WINEBRENNER CAPITAL MANAGEMENT LLC | History | Added to | 8,238 | 1,182 | 0.79% | 0.83% | 961 | +2 | 0.02% | Q4 2025 | Jan 07, 2026 |
| Wisconsin Wealth Advisors, LLC | History | Added to | 8,204 | 1,177 | 1.15% | 0.44% | 962 | +4,935 | 150.96% | Q4 2025 | Jan 07, 2026 |
| Stonebridge Financial Group, LLC | History | Added to | 8,190 | 1,175 | 0.1% | 0.1% | 963 | +419 | 5.39% | Q4 2025 | Jan 21, 2026 |
| Vision Capital Management, Inc. | History | Reduced | 8,168 | 1,172 | 0.14% | 0.14% | 964 | -86 | -1.04% | Q4 2025 | Jan 27, 2026 |
| Snider Financial Group | History | Reduced | 8,116 | 1,164 | 0.31% | 0.55% | 965 | -6,155 | -43.13% | Q4 2025 | Jan 21, 2026 |
| TMB Capital Partners, LLC | History | New | 8,075 | 1,158 | 0.4% | — | 967 | +8,075 | New | Q4 2025 | Feb 19, 2026 |
| MidFirst Bank | History | New | 8,071 | 1,158 | 0.09% | — | 966 | +8,071 | New | Q4 2025 | Feb 25, 2026 |
| Willis Johnson & Associates, Inc. | History | Added to | 8,034 | 1,153 | 0.07% | 0.07% | 968 | +22 | 0.27% | Q4 2025 | Jan 22, 2026 |
| Next Level Wealth Planning, LLC | History | Added to | 8,019 | 1,150 | 0.61% | 0.63% | 969 | +142 | 1.8% | Q4 2025 | Jan 26, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | Added to | 7,779 | 1,148 | 0.08% | 0.06% | 970 | +1,864 | 31.51% | Q4 2025 | Feb 13, 2026 |
| Thrive Wealth Management, LLC | History | Added to | 8,004 | 1,148 | 0.17% | 0.17% | 971 | +1 | 0.01% | Q4 2025 | Jan 12, 2026 |
| Concord Wealth Partners | History | Added to | 7,990 | 1,146 | 0.15% | 0.15% | 972 | +148 | 1.89% | Q4 2025 | Jan 29, 2026 |
| SMITH, MOORE & CO. | History | Added to | 7,974 | 1,144 | 0.09% | 0.08% | 973 | +902 | 12.75% | Q4 2025 | Jan 23, 2026 |
| Vantage Investment Partners, LLC | History | Reduced | 7,950 | 1,140 | 0.08% | 0.08% | 974 | -182 | -2.24% | Q4 2025 | Feb 06, 2026 |
| Peak Retirement Planning, Inc. | History | Added to | 7,925 | 1,137 | 0.27% | 0.11% | 975 | +5,059 | 176.52% | Q4 2025 | Feb 10, 2026 |
| Curi Capital, LLC | History | Added to | 7,916 | 1,136 | 0.02% | 0.02% | 976 | +136 | 1.75% | Q4 2025 | Feb 17, 2026 |
| Curtis Advisory Group, LLC | History | Reduced | 7,907 | 1,134 | 0.24% | 0.25% | 977 | -68 | -0.85% | Q4 2025 | Jan 23, 2026 |
| MBA Advisors LLC | History | Reduced | 7,907 | 1,134 | 0.46% | 0.48% | 978 | -20 | -0.25% | Q4 2025 | Jan 21, 2026 |
| Navis Wealth Advisors, LLC | History | New | 7,890 | 1,132 | 0.48% | — | 979 | +7,890 | New | Q4 2025 | Feb 13, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 7,858 | 1,127 | 0.09% | 0.08% | 980 | +1,315 | 20.1% | Q4 2025 | Feb 12, 2026 |
| SHP Wealth Management | History | New | 7,826 | 1,123 | 0.09% | — | 982 | +7,826 | New | Q4 2025 | Mar 04, 2026 |
| Stonehearth Capital Management, LLC | History | No change | 7,827 | 1,123 | 0.42% | 0.43% | 981 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Moran Wealth Management, LLC | History | Added to | 7,811 | 1,121 | 0.03% | 0.03% | 983 | +702 | 9.87% | Q4 2025 | Jan 26, 2026 |
| Next Capital Management LLC | History | No change | 7,778 | 1,116 | 0.36% | 0.37% | 984 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Madrid Wealth Management, LLC | History | New | 7,732 | 1,109 | 0.9% | — | 985 | +7,732 | New | Q4 2025 | Feb 02, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 7,710 | 1,106 | 0.0% | 0.0% | 986 | +5,354 | 227.25% | Q4 2025 | Feb 17, 2026 |
| VISTA INVESTMENT MANAGEMENT | History | Added to | 7,707 | 1,106 | 0.36% | 0.38% | 987 | +47 | 0.61% | Q4 2025 | Feb 17, 2026 |
| SAXON INTERESTS, INC. | History | Added to | 7,680 | 1,102 | 0.39% | 0.34% | 988 | +1,495 | 24.17% | Q4 2025 | Feb 13, 2026 |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | History | Reduced | 7,672 | 1,101 | 0.07% | 0.08% | 989 | -221 | -2.8% | Q4 2025 | Feb 05, 2026 |
| New Republic Capital, LLC | History | Added to | 7,653 | 1,098 | 0.29% | 0.21% | 990 | +2,758 | 56.34% | Q4 2025 | Feb 10, 2026 |
| Walleye Trading LLC | History | Reduced | 7,600 | 1,090 | 0.0% | 0.01% | 991 | -41,400 | -84.49% | Q4 2025 | Feb 13, 2026 |
| Visionary Wealth Advisors | History | Added to | 7,595 | 1,090 | 0.05% | 0.05% | 992 | +436 | 6.09% | Q4 2025 | Feb 13, 2026 |
| Mayflower Financial Advisors, LLC | History | Added to | 7,595 | 1,089 | 0.13% | 0.13% | 993 | +1 | 0.01% | Q4 2025 | Jan 13, 2026 |
| PATTON ALBERTSON MILLER GROUP, LLC | History | Reduced | 7,532 | 1,081 | 0.13% | 0.13% | 995 | -307 | -3.92% | Q4 2025 | Feb 03, 2026 |
| PARK NATIONAL CORP /OH/ | History | Reduced | 7,534 | 1,081 | 0.03% | 0.03% | 994 | -195 | -2.52% | Q4 2025 | Jan 05, 2026 |
| LOM Asset Management Ltd | History | No change | 7,520 | 1,079 | 0.31% | 0.32% | 996 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Columbia River Financial Group, LLC | History | Reduced | 7,488 | 1,074 | 0.66% | 0.66% | 997 | -115 | -1.51% | Q4 2025 | Feb 12, 2026 |
| GOULD ASSET MANAGEMENT LLC /CA/ | History | Added to | 7,472 | 1,072 | 0.19% | 0.19% | 998 | +257 | 3.56% | Q4 2025 | Feb 17, 2026 |
| Jackson Hole Capital Partners, LLC | History | No change | 7,445 | 1,068 | 0.18% | 0.18% | 999 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Fort Sheridan Advisors LLC | History | Reduced | 7,437 | 1,067 | 0.14% | 0.14% | 1000 | -138 | -1.82% | Q4 2025 | Feb 10, 2026 |
| Madison Wealth Partners, Inc | History | Added to | 7,401 | 1,062 | 0.19% | 0.2% | 1001 | +382 | 5.44% | Q4 2025 | Feb 10, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Added to | 7,366 | 1,057 | 0.12% | 0.1% | 1003 | +1,240 | 20.24% | Q4 2025 | Feb 18, 2026 |
| Plancorp, LLC | History | Added to | 7,370 | 1,057 | 0.03% | 0.03% | 1002 | +2 | 0.03% | Q4 2025 | Feb 05, 2026 |
| Aspen Grove Capital, LLC | History | No change | 7,346 | 1,054 | 0.18% | 0.17% | 1004 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| NorthRock Partners, LLC | History | Reduced | 7,335 | 1,052 | 0.02% | 0.02% | 1005 | -709 | -8.81% | Q4 2025 | Feb 17, 2026 |
| Belpointe Asset Management LLC | History | Added to | 7,327 | 1,051 | 0.04% | 0.03% | 1006 | +2,285 | 45.32% | Q4 2025 | Jan 27, 2026 |
| FIDUCIENT ADVISORS LLC | History | Reduced | 7,254 | 1,041 | 0.13% | 0.18% | 1007 | -3,784 | -34.28% | Q4 2025 | Feb 10, 2026 |
| HARMONY ASSET MANAGEMENT LLC | History | Reduced | 7,221 | 1,036 | 0.35% | 0.4% | 1008 | -1,090 | -13.12% | Q4 2025 | Feb 06, 2026 |
| Courage Miller Partners, LLC | History | Added to | 7,200 | 1,033 | 0.31% | 0.3% | 1009 | +162 | 2.3% | Q4 2025 | Jan 26, 2026 |
| Fragasso Financial Advisors Inc | History | Added to | 7,192 | 1,032 | 0.06% | 0.06% | 1010 | +198 | 2.83% | Q4 2025 | Jan 07, 2026 |
| Greenhouse Wealth Management, LLC | History | Added to | 7,166 | 1,028 | 0.61% | 0.6% | 1011 | +39 | 0.55% | Q4 2025 | Jan 21, 2026 |
| NCM Capital Management, LLC | History | No change | 7,156 | 1,027 | 0.38% | 0.39% | 1012 | 0 | 0.0% | Q4 2025 | Mar 02, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | Added to | 7,153 | 1,026 | 0.1% | 0.09% | 1013 | +439 | 6.54% | Q4 2025 | Jan 23, 2026 |
| Valeo Financial Advisors, LLC | History | Reduced | 7,148 | 1,025 | 0.02% | 0.03% | 1014 | -2,637 | -26.95% | Q4 2025 | Feb 04, 2026 |
| Continuum Advisory, LLC | History | Added to | 7,142 | 1,025 | 0.1% | 0.11% | 1015 | +4 | 0.06% | Q4 2025 | Feb 11, 2026 |
| Southland Equity Partners LLC | History | Reduced | 7,139 | 1,024 | 0.2% | 0.21% | 1016 | -127 | -1.75% | Q4 2025 | Jan 14, 2026 |
| Welch Group, LLC | History | Added to | 7,110 | 1,020 | 0.04% | 0.03% | 1017 | +1,059 | 17.5% | Q4 2025 | Jan 26, 2026 |
| River Street Advisors LLC | History | Reduced | 7,114 | 1,020 | 0.38% | 0.39% | 1018 | -70 | -0.97% | Q4 2025 | Jan 26, 2026 |
| Uptown Financial Advisors LLC | History | Added to | 7,079 | 1,015 | 0.73% | 0.82% | 1019 | +30 | 0.43% | Q4 2025 | Jan 23, 2026 |
| Christensen, King & Associates Investment Services, Inc. | History | Added to | 7,065 | 1,013 | 0.43% | 0.36% | 1020 | +1,098 | 18.4% | Q4 2025 | Jan 22, 2026 |
| Compass Financial Group, INC/SD | History | Reduced | 7,050 | 1,011 | 0.14% | 0.15% | 1021 | -127 | -1.77% | Q4 2025 | Jan 27, 2026 |
| 5T Wealth, LLC | History | Added to | 7,023 | 1,007 | 0.4% | 0.4% | 1022 | +451 | 6.86% | Q4 2025 | Jan 27, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 6,996 | 1,004 | 0.01% | 0.01% | 1023 | +1,300 | 22.82% | Q4 2025 | Feb 09, 2026 |
| Coastline Complete Wealth LLC | History | New | 6,988 | 1,002 | 0.63% | — | 1025 | +6,988 | New | Q4 2025 | Feb 24, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | Added to | 6,987 | 1,002 | 0.38% | 0.42% | 1024 | +135 | 1.97% | Q4 2025 | Jan 27, 2026 |
| Quartz Partners, LLC | History | Added to | 6,931 | 994 | 0.37% | 0.35% | 1027 | +61 | 0.89% | Q4 2025 | Feb 13, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | No change | 6,928 | 994 | 0.08% | 0.08% | 1026 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Concord Asset Management, LLC/VA | History | Added to | 6,907 | 991 | 0.17% | 0.17% | 1028 | +229 | 3.43% | Q4 2025 | Jan 29, 2026 |
| Ackerman Capital Advisors, LLC | History | Reduced | 6,889 | 988 | 0.2% | 0.21% | 1029 | -150 | -2.13% | Q4 2025 | Feb 11, 2026 |
| Optivise Advisory Services LLC | History | Reduced | 6,818 | 978 | 0.56% | 0.62% | 1030 | -550 | -7.46% | Q4 2025 | Jan 12, 2026 |
| Key Capital Management, INC | History | New | 6,810 | 977 | 0.97% | — | 1031 | +6,810 | New | Q4 2025 | Jan 26, 2026 |
| Garton & Associates Financial Advisors LLC | History | New | 6,796 | 975 | 0.55% | — | 1032 | +6,796 | New | Q4 2025 | Feb 18, 2026 |
| CHATHAM CAPITAL GROUP, INC. | History | No change | 6,791 | 974 | 0.14% | 0.14% | 1033 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| American National Bank of Texas | History | Reduced | 6,774 | 972 | 0.93% | 0.93% | 1035 | -276 | -3.91% | Q4 2025 | Jan 08, 2026 |
| Apollon Financial, LLC | History | Added to | 6,776 | 972 | 0.14% | 0.16% | 1034 | +11 | 0.16% | Q4 2025 | Jan 22, 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD | History | New | 6,715 | 963 | 0.14% | — | 1036 | +6,715 | New | Q4 2025 | Feb 13, 2026 |
| SigFig Wealth Management, LLC | History | Added to | 6,716 | 963 | 0.03% | 0.03% | 1037 | +535 | 8.66% | Q4 2025 | Jan 16, 2026 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | History | Reduced | 6,706 | 962 | 0.32% | 0.33% | 1038 | -169 | -2.46% | Q4 2025 | Jan 22, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 6,700 | 961 | 0.13% | — | 1040 | +6,700 | New | Q4 2025 | Feb 09, 2026 |
| Westbourne Investment Advisors, Inc. | History | No change | 6,700 | 961 | 0.27% | 0.26% | 1039 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| FIRST NATIONAL BANK SIOUX FALLS | History | No change | 6,691 | 960 | 0.29% | 0.29% | 1041 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| OneAscent Financial Services LLC | History | Reduced | 6,658 | 955 | 0.09% | 0.77% | 1043 | -37,622 | -84.96% | Q4 2025 | Feb 11, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 6,653 | 955 | 0.11% | 0.1% | 1042 | +545 | 8.92% | Q4 2025 | Jan 21, 2026 |
| Corus Family Wealth Advisors | History | No change | 6,627 | 951 | 0.76% | 0.69% | 1044 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| ORBA Wealth Advisors, L.L.C. | History | No change | 6,620 | 950 | 0.82% | 0.77% | 1045 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Beaumont Financial Advisors, LLC | History | Reduced | 6,602 | 947 | 0.06% | 0.06% | 1046 | -138 | -2.05% | Q4 2025 | Jan 16, 2026 |
| Sovran Advisors, LLC | History | Reduced | 6,368 | 946 | 0.08% | 0.08% | 1047 | -124 | -1.91% | Q4 2025 | Jan 20, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 6,547 | 939 | 0.06% | 0.04% | 1048 | +2,637 | 67.44% | Q4 2025 | Jan 23, 2026 |
| BG Investment Services, LLC | History | Added to | 6,506 | 933 | 0.83% | 0.74% | 1049 | +1,165 | 21.81% | Q4 2025 | Feb 05, 2026 |
| WealthSpring Partners, LLC | History | New | 6,496 | 932 | 0.95% | — | 1050 | +6,496 | New | Q4 2025 | Feb 12, 2026 |
| ELEVATUS WELATH MANAGEMENT | History | Added to | 6,477 | 929 | 0.25% | 0.07% | 1051 | +4,663 | 257.06% | Q4 2025 | Jan 14, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | Reduced | 6,478 | 929 | 0.25% | 0.3% | 1052 | -347 | -5.08% | Q4 2025 | Feb 10, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Added to | 6,472 | 928 | 0.04% | 0.03% | 1054 | +2,012 | 45.11% | Q4 2025 | Jan 12, 2026 |
| GWN SECURITIES INC. | History | Added to | 6,467 | 928 | 0.19% | 0.2% | 1053 | +339 | 5.53% | Q4 2025 | Feb 11, 2026 |
| BankPlus Trust Department | History | No change | 6,458 | 926 | 0.24% | 0.24% | 1055 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Tannin Capital LLC | History | New | 6,440 | 924 | 0.83% | — | 1056 | +6,440 | New | Q4 2025 | Feb 17, 2026 |
| Glenview Trust Co | History | Reduced | 6,343 | 910 | 0.01% | 0.02% | 1057 | -455 | -6.69% | Q4 2025 | Feb 09, 2026 |
| Private Capital Management, LLC | History | Added to | 6,339 | 909 | 0.08% | 0.08% | 1058 | +142 | 2.29% | Q4 2025 | Feb 17, 2026 |
| Cauble & Harre Wealth Management, Inc. | History | New | 6,327 | 908 | 0.76% | — | 1060 | +6,327 | New | Q4 2025 | Feb 05, 2026 |
| Avant Financial Advisors LLC | History | Added to | 6,332 | 908 | 0.65% | 0.67% | 1059 | +41 | 0.65% | Q4 2025 | Jan 15, 2026 |
| Insight Advisors, LLC/ PA | History | Added to | 6,321 | 907 | 0.14% | 0.14% | 1061 | +4 | 0.06% | Q4 2025 | Feb 11, 2026 |
| MARCO INVESTMENT MANAGEMENT LLC | History | No change | 6,300 | 904 | 0.07% | 0.07% | 1062 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| NORDEN GROUP LLC | History | Added to | 6,286 | 902 | 0.09% | 0.05% | 1063 | +2,584 | 69.8% | Q4 2025 | Jan 13, 2026 |
| FourThought Financial Partners, LLC | History | Reduced | 6,266 | 899 | 0.08% | 0.08% | 1064 | -66 | -1.04% | Q4 2025 | Feb 06, 2026 |
| Legend Capital Advisors LLC | History | New | 6,236 | 894 | 0.5% | — | 1065 | +6,236 | New | Q4 2025 | Feb 17, 2026 |
| Argent Trust Co | History | Added to | 6,215 | 891 | 0.03% | 0.03% | 1066 | +68 | 1.11% | Q4 2025 | Feb 10, 2026 |
| V2 Financial group LLC | History | No change | 6,200 | 889 | 0.44% | 0.48% | 1067 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Strategic Investment Advisors / MI | History | New | 6,194 | 888 | 0.08% | — | 1068 | +6,194 | New | Q4 2025 | Feb 17, 2026 |
| Asempa Wealth Advisors | History | New | 6,130 | 879 | 0.76% | — | 1069 | +6,130 | New | Q4 2025 | Jan 08, 2026 |
| INTERACTIVE FINANCIAL ADVISORS, INC. | History | Reduced | 6,121 | 878 | 0.57% | 0.87% | 1070 | -5,269 | -46.26% | Q4 2025 | Feb 09, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 6,104 | 876 | 0.04% | 0.04% | 1071 | +11 | 0.18% | Q4 2025 | Jan 20, 2026 |
| FOCUS Wealth Advisors, LLC | History | No change | 6,107 | 876 | 0.41% | 0.41% | 1072 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Rockbridge Investment Management, LCC | History | Added to | 6,077 | 872 | 0.08% | 0.08% | 1073 | +290 | 5.01% | Q4 2025 | Feb 04, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Added to | 6,065 | 870 | 0.01% | 0.01% | 1075 | +2 | 0.03% | Q4 2025 | Jan 22, 2026 |
| Wynn Capital, LLC | History | No change | 6,065 | 870 | 0.42% | 0.41% | 1074 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Anson Capital, Inc. | History | Added to | 5,973 | 857 | 0.62% | 0.63% | 1076 | +25 | 0.42% | Q4 2025 | Feb 04, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 5,969 | 856 | 0.07% | 0.06% | 1077 | +649 | 12.2% | Q4 2025 | Jan 23, 2026 |
| Sterling Wealth Management, Inc. | History | No change | 5,967 | 856 | 0.24% | 0.25% | 1078 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | Added to | 5,950 | 853 | 0.58% | 0.54% | 1079 | +716 | 13.68% | Q4 2025 | Jan 27, 2026 |
| Single Point Partners, LLC | History | Added to | 5,919 | 849 | 0.17% | 0.17% | 1080 | +24 | 0.41% | Q4 2025 | Jan 26, 2026 |
| Pitcairn Wealth Advisors LLC | History | New | 5,890 | 845 | 0.08% | — | 1081 | +5,890 | New | Q4 2025 | Feb 13, 2026 |
| Purkiss Capital Advisors LLC | History | Added to | 5,845 | 838 | 0.39% | 0.39% | 1082 | +13 | 0.22% | Q4 2025 | Feb 04, 2026 |
| TruWealth Advisors, LLC | History | Reduced | 5,830 | 836 | 0.04% | 0.05% | 1083 | -561 | -8.78% | Q4 2025 | Jan 07, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | New | 5,822 | 835 | 0.06% | — | 1084 | +5,822 | New | Q4 2025 | Feb 09, 2026 |
| Turning Point Benefit Group, Inc. | History | Added to | 5,812 | 834 | 0.44% | 0.47% | 1085 | +254 | 4.57% | Q4 2025 | Jan 30, 2026 |
| Register Financial Advisors LLC | History | Reduced | 5,805 | 833 | 0.32% | 0.34% | 1086 | -250 | -4.13% | Q4 2025 | Jan 21, 2026 |
| Sightline Wealth Advisors, LLC | History | Reduced | 5,798 | 832 | 0.35% | 0.46% | 1088 | -1,489 | -20.43% | Q4 2025 | Jan 26, 2026 |
| Asset Dedication, LLC | History | Reduced | 5,799 | 832 | 0.05% | 0.06% | 1087 | -76 | -1.29% | Q4 2025 | Jan 26, 2026 |
| Cordoba Advisory Partners LLC | History | New | 5,780 | 829 | 0.2% | — | 1089 | +5,780 | New | Q4 2025 | Feb 13, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 5,774 | 828 | 0.01% | 0.0% | 1091 | +3,555 | 160.21% | Q4 2025 | Feb 02, 2026 |
| MOGY JOEL R INVESTMENT COUNSEL INC | History | Reduced | 5,775 | 828 | 0.04% | 0.05% | 1090 | -205 | -3.43% | Q4 2025 | Jan 30, 2026 |
| Briaud Financial Planning, Inc | History | Added to | 5,758 | 826 | 0.2% | 0.13% | 1093 | +2,950 | 105.06% | Q4 2025 | Jan 28, 2026 |
| LEE DANNER & BASS INC | History | No change | 5,758 | 826 | 0.06% | 0.06% | 1092 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| PACES FERRY WEALTH ADVISORS, LLC | History | Reduced | 5,752 | 825 | 0.33% | 0.4% | 1094 | -1,041 | -15.32% | Q4 2025 | Feb 11, 2026 |
| Detalus Advisors, LLC | History | Added to | 5,745 | 824 | 0.2% | 0.2% | 1095 | +395 | 7.38% | Q4 2025 | Feb 03, 2026 |
| BAILARD, INC. | History | Reduced | 5,722 | 821 | 0.02% | 0.05% | 1096 | -10,690 | -65.14% | Q4 2025 | Feb 04, 2026 |
| First Citizens Asset Management, Inc. | History | Added to | 5,704 | 818 | 0.29% | 0.25% | 1097 | +665 | 13.2% | Q4 2025 | Feb 05, 2026 |
| Portside Wealth Group, LLC | History | Added to | 5,691 | 816 | 0.11% | 0.05% | 1098 | +3,283 | 136.34% | Q4 2025 | Jan 21, 2026 |
| Horizon Investment Services, LLC | History | No change | 5,678 | 815 | 0.29% | 0.3% | 1099 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SEAMOUNT FINANCIAL GROUP INC | History | Reduced | 5,668 | 813 | 0.37% | 0.41% | 1100 | -470 | -7.66% | Q4 2025 | Jan 26, 2026 |
| WoodTrust Financial Corp | History | Added to | 5,650 | 811 | 0.09% | 0.09% | 1101 | +239 | 4.42% | Q4 2025 | Jan 30, 2026 |
| Relyea Zuckerberg Hanson LLC | History | No change | 5,652 | 811 | 0.08% | 0.08% | 1102 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | Added to | 5,647 | 810 | 0.27% | 0.26% | 1103 | +16 | 0.28% | Q4 2025 | Jan 27, 2026 |
| Resonant Capital Advisors, LLC | History | No change | 5,600 | 803 | 0.04% | 0.05% | 1104 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Cassady Wealth & Retirement Planning, LLC | History | New | 5,595 | 802 | 0.52% | — | 1105 | +5,595 | New | Q4 2025 | Apr 02, 2026 |
| Bulwark Capital Corp | History | No change | 5,573 | 799 | 0.57% | 0.61% | 1106 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| ACCESS FINANCIAL SERVICES, INC. | History | Reduced | 5,561 | 798 | 0.29% | 0.39% | 1107 | -2,152 | -27.9% | Q4 2025 | Jan 21, 2026 |
| LaFleur & Godfrey LLC | History | Added to | 5,555 | 797 | 0.1% | 0.09% | 1108 | +233 | 4.38% | Q4 2025 | Feb 03, 2026 |
| Summit Trail Advisors, LLC | History | Reduced | 5,544 | 795 | 0.01% | 0.01% | 1109 | -1,067 | -16.14% | Q4 2025 | Feb 17, 2026 |
| American State Bank (Iowa) | History | Added to | 5,534 | 794 | 0.38% | 0.39% | 1110 | +61 | 1.11% | Q4 2025 | Apr 14, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Reduced | 5,529 | 793 | 0.71% | 0.73% | 1111 | -118 | -2.09% | Q4 2025 | Jan 29, 2026 |
| Richwood Investment Advisors, LLC | History | Reduced | 5,097 | 792 | 0.57% | 0.62% | 1112 | -500 | -8.93% | Q4 2025 | Feb 12, 2026 |
| Caldwell Trust Co | History | Reduced | 5,497 | 788 | 0.07% | 0.08% | 1114 | -332 | -5.7% | Q4 2025 | Jan 30, 2026 |
| Archford Capital Strategies, LLC | History | Reduced | 5,497 | 788 | 0.09% | 0.09% | 1113 | -65 | -1.17% | Q4 2025 | Jan 15, 2026 |
| Modern Wealth Management, LLC | History | Added to | 5,469 | 784 | 0.01% | 0.02% | 1115 | +56 | 1.03% | Q4 2025 | Feb 17, 2026 |
| Taylor & Morgan Wealth Management, LLC | History | Added to | 5,462 | 783 | 0.44% | 0.47% | 1116 | +30 | 0.55% | Q4 2025 | Jan 16, 2026 |
| PROSPERITY BANCSHARES INC | History | New | 5,442 | 781 | 0.7% | — | 1117 | +5,442 | New | Q4 2025 | Feb 17, 2026 |
| Indivisible Partners | History | New | 5,439 | 780 | 0.08% | — | 1119 | +5,439 | New | Q4 2025 | Feb 03, 2026 |
| Capital Planning Advisors, LLC | History | No change | 5,437 | 780 | 0.1% | 0.11% | 1118 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MLP3, LLC | History | New | 5,430 | 779 | 0.85% | — | 1120 | +5,430 | New | Q4 2025 | Feb 13, 2026 |
| B.O.S.S. Retirement Advisors, LLC | History | Reduced | 5,418 | 777 | 0.24% | 0.56% | 1121 | -11,147 | -67.29% | Q4 2025 | Feb 02, 2026 |
| GREENLEAF TRUST | History | Added to | 5,389 | 773 | 0.01% | 0.0% | 1122 | +2,122 | 64.95% | Q4 2025 | Jan 21, 2026 |
| Vickerman Investment Advisors, Inc. | History | New | 5,382 | 772 | 0.15% | — | 1123 | +5,382 | New | Q4 2025 | Feb 12, 2026 |
| Gradient Capital Advisors, LLC | History | Added to | 5,377 | 771 | 0.2% | 0.2% | 1124 | +5 | 0.09% | Q4 2025 | Feb 06, 2026 |
| Sound Income Strategies, LLC | History | Added to | 5,113 | 761 | 0.04% | 0.03% | 1126 | +1,790 | 53.87% | Q4 2025 | Jan 21, 2026 |
| Garde Capital, Inc. | History | No change | 5,305 | 761 | 0.05% | 0.04% | 1125 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Krilogy Financial LLC | History | Reduced | 5,123 | 760 | 0.03% | 0.03% | 1127 | -112 | -2.14% | Q4 2025 | Jan 27, 2026 |
| BAYBAN | History | New | 5,278 | 757 | 0.67% | — | 1129 | +5,278 | New | Q4 2025 | Mar 05, 2026 |
| Mathes Company, Inc. | History | Reduced | 5,275 | 757 | 0.27% | 0.27% | 1128 | -75 | -1.4% | Q4 2025 | Feb 09, 2026 |
| Summit Wealth Group, LLC | History | No change | 5,261 | 755 | 0.18% | 0.18% | 1130 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Empower Advisory Group, LLC | History | Added to | 5,220 | 749 | 0.0% | 0.0% | 1132 | +1,111 | 27.04% | Q4 2025 | Feb 12, 2026 |
| Geneva Partners, LLC | History | Reduced | 5,226 | 749 | 0.27% | 0.27% | 1131 | -17 | -0.32% | Q4 2025 | Feb 03, 2026 |
| Aldebaran Financial Inc. | History | Added to | 5,166 | 746 | 0.69% | 0.68% | 1133 | +366 | 7.63% | Q4 2025 | Jan 23, 2026 |
| Fingerlakes Wealth Management, Inc. | History | Added to | 5,184 | 744 | 0.47% | 0.48% | 1134 | +8 | 0.15% | Q4 2025 | Feb 05, 2026 |
| Millstone Evans Group, LLC | History | Added to | 5,182 | 743 | 0.44% | 0.18% | 1135 | +3,219 | 163.98% | Q4 2025 | Feb 02, 2026 |
| FLC Capital Advisors | History | No change | 5,167 | 741 | 0.14% | 0.14% | 1136 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| BCS Wealth Management | History | Added to | 5,137 | 737 | 0.07% | 0.09% | 1137 | +2,283 | 79.99% | Q4 2025 | Jan 26, 2026 |
| Sound Portfolio Advisors, LLC | History | New | 5,123 | 735 | 0.62% | — | 1138 | +5,123 | New | Q4 2025 | Feb 05, 2026 |
| Edge Financial Advisors LLC | History | Added to | 5,119 | 734 | 0.31% | 0.32% | 1139 | +33 | 0.65% | Q4 2025 | Jan 28, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | New | 5,104 | 732 | 0.01% | — | 1140 | +5,104 | New | Q4 2025 | Feb 17, 2026 |
| Destination Wealth Management | History | Reduced | 5,105 | 732 | 0.02% | 0.03% | 1141 | -1,680 | -24.76% | Q4 2025 | Feb 13, 2026 |
| TD ASSET MANAGEMENT INC | History | Added to | 5,100 | 731 | 0.0% | 0.0% | 1142 | +1,000 | 24.39% | Q4 2025 | Feb 10, 2026 |
| Bravias Capital Group, LLC | History | Added to | 5,073 | 728 | 0.44% | 0.46% | 1143 | +196 | 4.02% | Q4 2025 | Jan 29, 2026 |
| BREAKTHRU ADVISORY SERVICES, LLC | History | No change | 5,077 | 728 | 0.47% | 0.47% | 1144 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| CAHABA WEALTH MANAGEMENT, INC. | History | Added to | 5,062 | 726 | 0.05% | 0.05% | 1145 | +27 | 0.54% | Q4 2025 | Jan 07, 2026 |
| Jacobi Capital Management LLC | History | Added to | 5,056 | 725 | 0.04% | 0.04% | 1146 | +309 | 6.51% | Q4 2025 | Feb 13, 2026 |
| Quadrant Private Wealth Management, LLC | History | Added to | 5,042 | 723 | 0.12% | 0.12% | 1147 | +403 | 8.69% | Q4 2025 | Jan 26, 2026 |
| Aerodigm Wealth, LLC | History | No change | 5,031 | 722 | 0.28% | 0.3% | 1148 | 0 | 0.0% | Q4 2025 | Apr 21, 2026 |
| CM WEALTH ADVISORS LLC | History | Added to | 5,017 | 720 | 0.16% | 0.18% | 1149 | +212 | 4.41% | Q4 2025 | Jan 26, 2026 |
| Mayfair Advisory Group, LLC | History | Added to | 4,950 | 716 | 0.28% | 0.3% | 1150 | +17 | 0.34% | Q4 2025 | Jan 21, 2026 |
| BFSG, LLC | History | Added to | 4,924 | 706 | 0.07% | 0.07% | 1151 | +92 | 1.9% | Q4 2025 | Jan 22, 2026 |
| San Luis Wealth Advisors LLC | History | Added to | 4,921 | 706 | 0.12% | 0.12% | 1152 | +32 | 0.65% | Q4 2025 | Jan 26, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 4,912 | 704 | 0.07% | 0.07% | 1153 | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| Arbor Wealth Advisors LLC | History | No change | 4,909 | 704 | 0.5% | 0.52% | 1154 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| TOMPKINS FINANCIAL CORP | History | Reduced | 4,904 | 703 | 0.05% | 0.07% | 1155 | -1,070 | -17.91% | Q4 2025 | Jan 08, 2026 |
| McAlister, Sweet & Associates, Inc. | History | Reduced | 4,898 | 702 | 0.53% | 0.48% | 1156 | -278 | -5.37% | Q4 2025 | Jan 02, 2026 |
| Aaron Wealth Advisors LLC | History | Reduced | 4,888 | 701 | 0.04% | 0.04% | 1157 | -215 | -4.21% | Q4 2025 | Jan 21, 2026 |
| Mustard Seed Financial, LLC | History | Added to | 4,867 | 698 | 0.44% | 0.44% | 1158 | +40 | 0.83% | Q4 2025 | Jan 23, 2026 |
| TCI Wealth Advisors, Inc. | History | Added to | 4,860 | 697 | 0.04% | 0.03% | 1160 | +976 | 25.13% | Q4 2025 | Feb 02, 2026 |
| Advance Capital Management, Inc. | History | Reduced | 4,859 | 697 | 0.03% | 0.03% | 1159 | -108 | -2.17% | Q4 2025 | Jan 06, 2026 |
| INVICTUS PRIVATE WEALTH, LLC | History | Reduced | 4,855 | 696 | 0.04% | 0.04% | 1162 | -38 | -0.78% | Q4 2025 | Feb 13, 2026 |
| MERIDIAN MANAGEMENT CO | History | No change | 4,855 | 696 | 0.17% | 0.18% | 1161 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| AlphaCore Capital LLC | History | Added to | 4,832 | 693 | 0.02% | 0.02% | 1164 | +1,570 | 48.13% | Q4 2025 | Feb 05, 2026 |
| Van Hulzen Asset Management, LLC | History | Added to | 4,832 | 693 | 0.05% | 0.05% | 1163 | +53 | 1.11% | Q4 2025 | Feb 06, 2026 |
| Covenant Asset Management, LLC | History | Added to | 4,822 | 692 | 0.08% | 0.07% | 1165 | +361 | 8.09% | Q4 2025 | Jan 30, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 4,825 | 692 | 0.05% | 0.05% | 1166 | +164 | 3.52% | Q4 2025 | Feb 04, 2026 |
| WETZEL INVESTMENT ADVISORS, INC. | History | Reduced | 4,812 | 690 | 0.28% | 0.29% | 1167 | -3 | -0.06% | Q4 2025 | Jan 22, 2026 |
| Barry Investment Advisors, LLC | History | Added to | 4,797 | 688 | 0.15% | 0.16% | 1168 | +3 | 0.06% | Q4 2025 | Feb 09, 2026 |
| Cedar Wealth Management, LLC | History | No change | 4,798 | 688 | 0.21% | 0.21% | 1169 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Koenig Investment Advisory, LLC | History | New | 4,422 | 685 | 0.56% | — | 1170 | +4,422 | New | Q4 2025 | Mar 03, 2026 |
| DiPaolo Financial Group, Inc. | History | New | 4,772 | 684 | 0.73% | — | 1171 | +4,772 | New | Q4 2025 | Feb 24, 2026 |
| XY Planning Network, Inc. | History | Reduced | 4,750 | 681 | 0.12% | 0.22% | 1172 | -53 | -1.1% | Q4 2025 | Jan 26, 2026 |
| BOSTON FAMILY OFFICE LLC | History | No change | 4,740 | 680 | 0.04% | 0.04% | 1173 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Great Lakes Retirement, Inc. | History | New | 4,730 | 678 | 0.07% | — | 1175 | +4,730 | New | Q4 2025 | Feb 12, 2026 |
| COMMUNITY TRUST & INVESTMENT CO | History | Reduced | 4,730 | 678 | 0.04% | 0.04% | 1174 | -411 | -7.99% | Q4 2025 | Jan 09, 2026 |
| LifeWealth Investments, LLC | History | Reduced | 4,724 | 677 | 0.21% | 0.23% | 1176 | -179 | -3.65% | Q4 2025 | Jan 26, 2026 |
| CFO CAPITAL MANAGEMENT LLC | History | New | 4,715 | 676 | 0.51% | — | 1178 | +4,715 | New | Q4 2025 | Mar 02, 2026 |
| Mallini Complete Financial Planning LLC | History | Reduced | 4,716 | 676 | 0.54% | 0.54% | 1177 | -34 | -0.72% | Q4 2025 | Jan 06, 2026 |
| KRM WEALTH MANAGEMENT L.L.C. | History | New | 4,710 | 675 | 0.37% | — | 1179 | +4,710 | New | Q4 2025 | Apr 07, 2026 |
| Sandbox Financial Partners, LLC | History | Added to | 4,687 | 672 | 0.19% | 0.19% | 1180 | +26 | 0.56% | Q4 2025 | Jan 07, 2026 |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | History | Added to | 4,680 | 671 | 0.16% | 0.16% | 1181 | +194 | 4.32% | Q4 2025 | Feb 02, 2026 |
| Winthrop Advisory Group LLC | History | Added to | 4,674 | 670 | 0.06% | 0.06% | 1182 | +15 | 0.32% | Q4 2025 | Jan 21, 2026 |
| Equity Wealth Partners, LLC | History | Reduced | 4,652 | 667 | 0.43% | 0.53% | 1183 | -23 | -0.49% | Q4 2025 | Jan 26, 2026 |
| BCM ADVISORS, LLC | History | New | 4,478 | 661 | 0.13% | — | 1184 | +4,478 | New | Q4 2025 | Jan 26, 2026 |
| Fusion Capital, LLC | History | Added to | 4,591 | 658 | 0.19% | 0.19% | 1185 | +24 | 0.53% | Q4 2025 | Feb 04, 2026 |
| NTV ASSET MANAGEMENT LLC | History | No change | 4,578 | 657 | 0.07% | 0.07% | 1186 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| First Command Advisory Services, Inc. | History | Reduced | 4,569 | 655 | 0.0% | 0.01% | 1187 | -717 | -13.56% | Q4 2025 | Feb 11, 2026 |
| Mason Investment Advisory Services, Inc. | History | No change | 4,563 | 654 | 0.03% | 0.03% | 1188 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| ADE, LLC | History | Reduced | 4,548 | 652 | 0.32% | 0.33% | 1189 | -26 | -0.57% | Q4 2025 | Feb 10, 2026 |
| Bragg Financial Advisors, Inc | History | Reduced | 4,542 | 651 | 0.02% | 0.02% | 1190 | -633 | -12.23% | Q4 2025 | Feb 13, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 4,541 | 651 | 0.02% | 0.02% | 1191 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Green Ridge Wealth Planning LLC | History | New | 4,535 | 650 | 0.33% | — | 1194 | +4,535 | New | Q4 2025 | Mar 11, 2026 |
| Alpine Bank Wealth Management | History | Reduced | 4,534 | 650 | 0.09% | 0.09% | 1192 | -207 | -4.37% | Q4 2025 | Jan 15, 2026 |
| Pine Valley Investments Ltd Liability Co | History | Added to | 4,532 | 650 | 0.03% | 0.03% | 1193 | +1 | 0.02% | Q4 2025 | Feb 13, 2026 |
| Hubbell Strickland Wealth Management, LLC | History | Added to | 4,514 | 647 | 0.26% | 0.26% | 1195 | +11 | 0.24% | Q4 2025 | Jan 20, 2026 |
| WEALTH ALLIANCE, LLC | History | Added to | 4,502 | 646 | 0.06% | 0.06% | 1196 | +100 | 2.27% | Q4 2025 | Feb 13, 2026 |
| LIBRA WEALTH LLC | History | No change | 4,496 | 645 | 0.18% | 0.19% | 1197 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| First National Advisers, LLC | History | Reduced | 4,475 | 642 | 0.09% | 0.09% | 1198 | -69 | -1.52% | Q4 2025 | Feb 04, 2026 |
| Ballast Rock Private Wealth LLC | History | New | 4,468 | 641 | 0.4% | — | 1201 | +4,468 | New | Q4 2025 | Feb 04, 2026 |
| HHM Wealth Advisors, LLC | History | Reduced | 4,469 | 641 | 0.08% | 0.1% | 1199 | -1,379 | -23.58% | Q4 2025 | Jan 22, 2026 |
| FSM Wealth Advisors, LLC | History | Added to | 4,468 | 641 | 0.09% | 0.09% | 1200 | +161 | 3.74% | Q4 2025 | Jan 23, 2026 |
| Aberdeen Wealth Management LLC | History | New | 4,462 | 640 | 0.3% | — | 1202 | +4,462 | New | Q4 2025 | Feb 12, 2026 |
| Quotient Wealth Partners, LLC | History | Reduced | 4,465 | 640 | 0.02% | 0.02% | 1203 | -34 | -0.76% | Q4 2025 | Jan 22, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 4,442 | 637 | 0.06% | 0.05% | 1206 | +1,550 | 53.6% | Q4 2025 | Jan 22, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 4,444 | 637 | 0.0% | 0.0% | 1205 | -135 | -2.95% | Q4 2025 | Feb 17, 2026 |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | History | Added to | 4,101 | 637 | 0.09% | 0.09% | 1204 | +25 | 0.61% | Q4 2025 | Feb 11, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 4,419 | 634 | 0.01% | 0.01% | 1207 | +268 | 6.46% | Q4 2025 | Feb 09, 2026 |
| TrueWealth Advisors, LLC | History | No change | 4,412 | 633 | 0.16% | 0.17% | 1208 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Legacy Wealth Advisors, LLC | History | New | 4,408 | 632 | 0.42% | — | 1209 | +4,408 | New | Q4 2025 | Feb 17, 2026 |
| Charis Legacy Partners, LLC | History | Added to | 4,393 | 630 | 0.93% | 0.89% | 1211 | +156 | 3.68% | Q4 2025 | Jan 08, 2026 |
| Frisch Financial Group, Inc. | History | Added to | 4,391 | 630 | 0.14% | 0.14% | 1210 | +2 | 0.05% | Q4 2025 | Feb 06, 2026 |
| Tanglewood Legacy Advisors, LLC | History | No change | 4,383 | 629 | 0.24% | 0.24% | 1212 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Fisher Asset Management, LLC | History | Added to | 4,382 | 628 | 0.0% | 0.0% | 1213 | +2,892 | 194.09% | Q4 2025 | Feb 09, 2026 |
| PITTENGER & ANDERSON INC | History | Reduced | 4,379 | 628 | 0.02% | 0.03% | 1215 | -485 | -9.97% | Q4 2025 | Feb 02, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | Added to | 4,379 | 628 | 0.01% | 0.01% | 1214 | +29 | 0.67% | Q4 2025 | Jan 13, 2026 |
| Meridian Financial Advisors, LLC | History | Reduced | 4,372 | 627 | 0.34% | 0.38% | 1217 | -397 | -8.32% | Q4 2025 | Jan 23, 2026 |
| Keystone Wealth Services, LLC | History | Reduced | 4,371 | 627 | 0.13% | 0.14% | 1216 | -231 | -5.02% | Q4 2025 | Jan 26, 2026 |
| American Financial Advisors, LLC | History | Added to | 4,359 | 625 | 0.08% | 0.08% | 1218 | +28 | 0.65% | Q4 2025 | Feb 03, 2026 |
| Soltis Investment Advisors LLC | History | Added to | 4,355 | 624 | 0.04% | 0.04% | 1219 | +130 | 3.08% | Q4 2025 | Apr 02, 2026 |
| Brio Consultants, LLC | History | Reduced | 4,337 | 622 | 0.08% | 0.09% | 1220 | -99 | -2.23% | Q4 2025 | Feb 04, 2026 |
| ICONIQ Capital, LLC | History | No change | 4,330 | 621 | 0.01% | 0.01% | 1221 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| INVESTED ADVISORS | History | New | 4,324 | 620 | 0.64% | — | 1222 | +4,324 | New | Q4 2025 | Jan 26, 2026 |
| Merited Wealth, LLC | History | New | 4,311 | 618 | 0.57% | — | 1225 | +4,311 | New | Q4 2025 | Mar 26, 2026 |
| Ipsen Advisor Group LLC | History | Reduced | 4,308 | 618 | 0.44% | 0.44% | 1224 | -57 | -1.31% | Q4 2025 | Feb 11, 2026 |
| CUTLER INVESTMENT COUNSEL LLC | History | No change | 4,310 | 618 | 0.06% | 0.06% | 1223 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Hirtle Callaghan & Co LLC | History | Reduced | 4,306 | 617 | 0.02% | 0.02% | 1226 | -276 | -6.02% | Q4 2025 | Feb 04, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | Added to | 4,296 | 616 | 0.2% | 0.17% | 1227 | +526 | 13.95% | Q4 2025 | Feb 03, 2026 |
| Advyzon Investment Management, LLC | History | New | 4,286 | 615 | 0.07% | — | 1228 | +4,286 | New | Q4 2025 | Feb 13, 2026 |
| ProVise Management Group, LLC | History | Added to | 4,266 | 612 | 0.04% | 0.04% | 1229 | +2 | 0.05% | Q4 2025 | Jan 29, 2026 |
| SWS Partners | History | Reduced | 4,254 | 610 | 0.15% | 0.15% | 1230 | -114 | -2.61% | Q4 2025 | Jan 16, 2026 |
| Verum Partners LLC | History | Added to | 4,249 | 609 | 0.12% | 0.13% | 1231 | +13 | 0.31% | Q4 2025 | Jan 14, 2026 |
| Scott & Selber, Inc. | History | Added to | 4,240 | 608 | 0.15% | 0.15% | 1232 | +3 | 0.07% | Q4 2025 | Jan 09, 2026 |
| SouthState Bank Corp | History | No change | 4,231 | 607 | 0.03% | 0.03% | 1233 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Element Wealth, LLC | History | Added to | 4,217 | 605 | 0.25% | 0.15% | 1234 | +1,830 | 76.67% | Q4 2025 | Feb 13, 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | History | No change | 4,182 | 600 | 0.05% | 0.05% | 1235 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Sage Mountain Advisors LLC | History | No change | 4,180 | 599 | 0.03% | 0.03% | 1236 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Brookwood Investment Group LLC | History | Reduced | 4,155 | 596 | 0.07% | 0.08% | 1239 | -65 | -1.54% | Q4 2025 | Jan 22, 2026 |
| ALTFEST L J & CO INC | History | Added to | 4,156 | 596 | 0.07% | 0.07% | 1237 | +5 | 0.12% | Q4 2025 | Jan 23, 2026 |
| WHALEROCK POINT PARTNERS, LLC | History | No change | 4,158 | 596 | 0.11% | 0.12% | 1238 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Triumph Capital Management | History | Added to | 4,139 | 594 | 0.13% | 0.15% | 1240 | +83 | 2.05% | Q4 2025 | Feb 12, 2026 |
| Churchill Financial Advisors, LLC | History | New | 4,118 | 591 | 0.18% | — | 1241 | +4,118 | New | Q4 2025 | Feb 09, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | Added to | 4,113 | 590 | 0.18% | 0.19% | 1242 | +178 | 4.52% | Q4 2025 | Jan 07, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 4,110 | 589 | 0.15% | 0.15% | 1243 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| MITCHELL SINKLER & STARR/PA | History | Added to | 4,095 | 587 | 0.27% | 0.24% | 1244 | +285 | 7.48% | Q4 2025 | Feb 11, 2026 |
| SOL Capital Management CO | History | No change | 4,084 | 586 | 0.05% | 0.05% | 1245 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Fortitude Advisory Group L.L.C. | History | Added to | 4,082 | 585 | 0.25% | 0.29% | 1246 | +204 | 5.26% | Q4 2025 | Feb 13, 2026 |
| Wealthstar Advisors, LLC | History | Reduced | 4,076 | 584 | 0.26% | 0.24% | 1247 | -314 | -7.15% | Q4 2025 | Jan 30, 2026 |
| Paladin Advisory Group, LLC | History | No change | 4,073 | 584 | 0.43% | 0.45% | 1248 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| SeaCrest Wealth Management, LLC | History | Reduced | 4,018 | 582 | 0.06% | 0.07% | 1249 | -599 | -12.97% | Q4 2025 | Jan 12, 2026 |
| EFG International AG | History | New | 4,053 | 581 | 0.01% | — | 1251 | +4,053 | New | Q4 2025 | Feb 17, 2026 |
| Colonial Trust Co / SC | History | No change | 4,050 | 581 | 0.08% | 0.08% | 1250 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | Reduced | 4,045 | 580 | 0.02% | 0.02% | 1252 | -1,311 | -24.48% | Q4 2025 | Feb 13, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 4,047 | 580 | 0.06% | 0.07% | 1253 | -254 | -5.91% | Q4 2025 | Feb 13, 2026 |
| Next Level Private LLC | History | Added to | 4,040 | 579 | 0.15% | 0.16% | 1254 | +48 | 1.2% | Q4 2025 | Jan 07, 2026 |
| NORTHEAST INVESTMENT MANAGEMENT | History | No change | 4,004 | 574 | 0.02% | 0.02% | 1255 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Summa Corp. | History | No change | 4,000 | 574 | 0.25% | 0.25% | 1256 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Waterfront Wealth Inc. | History | Added to | 3,842 | 570 | 0.11% | 0.1% | 1257 | +316 | 8.96% | Q4 2025 | Jan 27, 2026 |
| Bay Rivers Group | History | No change | 3,968 | 569 | 0.23% | 0.24% | 1258 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| AMES NATIONAL CORP | History | Added to | 3,955 | 567 | 0.33% | 0.28% | 1259 | +555 | 16.32% | Q4 2025 | Feb 13, 2026 |
| GM Advisory Group, LLC | History | Added to | 3,944 | 565 | 0.02% | 0.02% | 1260 | +31 | 0.79% | Q4 2025 | Feb 13, 2026 |
| S.A. Mason LLC | History | No change | 3,938 | 565 | 0.22% | 0.24% | 1261 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| KG&L Capital Management,LLC | History | Reduced | 3,930 | 564 | 0.14% | 0.15% | 1262 | -66 | -1.65% | Q4 2025 | Jan 23, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 3,903 | 560 | 0.02% | 0.02% | 1263 | -8 | -0.2% | Q4 2025 | Feb 11, 2026 |
| Northstar Financial Companies, Inc. | History | New | 3,893 | 558 | 0.44% | — | 1266 | +3,893 | New | Q4 2025 | Feb 09, 2026 |
| CANANDAIGUA NATIONAL BANK & TRUST CO | History | Added to | 3,891 | 558 | 0.05% | 0.04% | 1264 | +508 | 15.02% | Q4 2025 | Jan 30, 2026 |
| MWA Asset Management | History | Reduced | 3,892 | 558 | 0.31% | 0.32% | 1265 | -266 | -6.4% | Q4 2025 | Jan 29, 2026 |
| Heritage Trust Co | History | Reduced | 3,878 | 556 | 0.06% | 0.08% | 1267 | -1,779 | -31.45% | Q4 2025 | Feb 10, 2026 |
| MOSAIC FINANCIAL GROUP, LLC | History | Reduced | 3,851 | 553 | 0.38% | 0.4% | 1269 | -155 | -3.87% | Q4 2025 | Feb 13, 2026 |
| WEALTH EFFECTS LLC | History | Added to | 3,858 | 553 | 0.17% | 0.17% | 1268 | +10 | 0.26% | Q4 2025 | Jan 26, 2026 |
| Emergent Wealth Advisors, LLC | History | Added to | 3,843 | 551 | 0.31% | 0.29% | 1270 | +338 | 9.64% | Q4 2025 | Jan 14, 2026 |
| Carnegie Lake Advisors LLC | History | No change | 3,838 | 550 | 0.21% | 0.21% | 1271 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Lantern Wealth Advisors, LLC | History | Added to | 3,829 | 549 | 0.29% | 0.21% | 1272 | +1,018 | 36.21% | Q4 2025 | Feb 17, 2026 |
| MARS JEWETT FINANCIAL GROUP, INC. | History | New | 3,498 | 547 | 0.16% | — | 1274 | +3,498 | New | Q4 2025 | Feb 17, 2026 |
| Keystone Global Partners, LLC | History | No change | 3,813 | 547 | 0.24% | 0.27% | 1273 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| LOGAN CAPITAL MANAGEMENT INC | History | No change | 3,800 | 545 | 0.02% | 0.02% | 1275 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Dentgroup LLC | History | No change | 3,803 | 545 | 0.37% | 0.35% | 1276 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Allegheny Financial Group | History | Reduced | 3,793 | 544 | 0.08% | 0.11% | 1277 | -247 | -6.11% | Q4 2025 | Feb 02, 2026 |
| Altrius Capital Management Inc | History | Added to | 3,784 | 543 | 0.12% | 0.11% | 1278 | +294 | 8.42% | Q4 2025 | Feb 02, 2026 |
| RCW Management, LLC | History | New | 3,780 | 542 | 0.55% | — | 1280 | +3,780 | New | Q4 2025 | Jan 30, 2026 |
| Aspen Wealth Management LLC | History | Added to | 3,777 | 542 | 0.11% | 0.12% | 1279 | +11 | 0.29% | Q4 2025 | Jan 05, 2026 |
| LCNB CORP | History | No change | 3,770 | 541 | 0.18% | 0.19% | 1281 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Integris Wealth Management, LLC | History | No change | 3,763 | 540 | 0.12% | 0.13% | 1282 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| American Institute for Advanced Investment Management, LLP | History | No change | 3,765 | 540 | 0.35% | 0.35% | 1283 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| M3 Wealth Management, LLC | History | New | 3,758 | 539 | 0.43% | — | 1286 | +3,758 | New | Q4 2025 | Feb 09, 2026 |
| MMBG INVESTMENT ADVISORS CO. | History | Added to | 3,760 | 539 | 0.05% | 0.03% | 1284 | +1,500 | 66.37% | Q4 2025 | Feb 09, 2026 |
| Cascade Wealth Advisors, Inc | History | Added to | 3,632 | 539 | 0.25% | 0.21% | 1285 | +600 | 19.79% | Q4 2025 | Feb 04, 2026 |
| Laraway Financial Advisors Inc | History | Added to | 3,743 | 537 | 0.35% | 0.34% | 1287 | +195 | 5.5% | Q4 2025 | Feb 13, 2026 |
| Commonwealth Retirement Investments LLC | History | Reduced | 3,734 | 535 | 0.17% | 0.19% | 1288 | -229 | -5.78% | Q4 2025 | Feb 11, 2026 |
| AFT, FORSYTH & COMPANY, INC. | History | Added to | 3,725 | 534 | 0.23% | 0.25% | 1289 | +6 | 0.16% | Q4 2025 | Feb 13, 2026 |
| GenTrust, LLC | History | No change | 3,716 | 533 | 0.02% | 0.02% | 1290 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Semus Wealth Partners LLC | History | Added to | 3,710 | 532 | 0.29% | 0.29% | 1291 | +17 | 0.46% | Q4 2025 | Jan 27, 2026 |
| Heritage Family Offices, LLP | History | No change | 3,708 | 532 | 0.24% | 0.24% | 1292 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| United Advisor Group, LLC | History | Reduced | 3,705 | 531 | 0.07% | 0.07% | 1294 | -128 | -3.34% | Q4 2025 | Jan 26, 2026 |
| Elgethun Capital Management | History | No change | 3,700 | 531 | 0.09% | 0.09% | 1293 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 3,829 | 529 | 0.04% | 0.05% | 1295 | -287 | -6.97% | Q4 2025 | Jan 09, 2026 |
| McAdam, LLC | History | Added to | 3,693 | 529 | 0.02% | 0.03% | 1296 | +1 | 0.03% | Q4 2025 | Feb 13, 2026 |
| MBE Wealth Management, LLC | History | Added to | 3,681 | 528 | 0.22% | 0.19% | 1297 | +557 | 17.83% | Q4 2025 | Jan 21, 2026 |
| Vantage Financial Partners, LLC | History | Reduced | 3,678 | 527 | 0.11% | 0.11% | 1299 | -32 | -0.86% | Q4 2025 | Feb 03, 2026 |
| Hurlow Wealth Management Group, Inc. | History | No change | 3,677 | 527 | 0.13% | 0.13% | 1298 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Tower View Wealth Management LLC | History | Reduced | 3,653 | 524 | 0.26% | 0.28% | 1301 | -191 | -4.97% | Q4 2025 | Jan 23, 2026 |
| SAGE FINANCIAL GROUP INC | History | Added to | 3,654 | 524 | 0.03% | 0.03% | 1300 | +74 | 2.07% | Q4 2025 | Jan 27, 2026 |
| Provenance Wealth Advisors, LLC | History | No change | 3,653 | 524 | 0.06% | 0.07% | 1302 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Foster Victor Wealth Advisors, LLC | History | Reduced | 3,507 | 522 | 0.03% | 0.04% | 1304 | -1,156 | -24.79% | Q4 2025 | Jan 26, 2026 |
| Ledyard National Bank | History | No change | 3,643 | 522 | 0.04% | 0.05% | 1303 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| United Financial Planning Group LLC | History | New | 3,635 | 521 | 0.32% | — | 1305 | +3,635 | New | Q4 2025 | Feb 11, 2026 |
| Stephens Consulting, LLC | History | Added to | 3,601 | 516 | 0.17% | 0.14% | 1306 | +732 | 25.51% | Q4 2025 | Jan 13, 2026 |
| Syntegra Private Wealth Group, LLC | History | No change | 3,600 | 516 | 0.05% | 0.05% | 1307 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Granite Group Advisors, LLC | History | New | 3,592 | 515 | 0.29% | — | 1309 | +3,592 | New | Q4 2025 | Jan 13, 2026 |
| Blue Fin Capital, Inc. | History | No change | 3,593 | 515 | 0.08% | 0.08% | 1308 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Reliant Investment Partners, LLC | History | Reduced | 3,588 | 514 | 0.4% | 0.41% | 1311 | -125 | -3.37% | Q4 2025 | Feb 06, 2026 |
| Madrona Financial Services, LLC | History | Reduced | 3,587 | 514 | 0.11% | 0.11% | 1310 | -58 | -1.59% | Q4 2025 | Jan 22, 2026 |
| Cassaday & Co Wealth Management LLC | History | Reduced | 3,574 | 512 | 0.01% | 0.01% | 1312 | -136 | -3.67% | Q4 2025 | Feb 03, 2026 |
| Hanson & Doremus Investment Management | History | Added to | 3,546 | 509 | 0.06% | 0.02% | 1313 | +2,303 | 185.28% | Q4 2025 | Jan 20, 2026 |
| Manuka Financial, LLC | History | Added to | 3,541 | 508 | 0.32% | 0.31% | 1314 | +14 | 0.4% | Q4 2025 | Jan 28, 2026 |
| Saxony Capital Management, LLC | History | Added to | 3,534 | 507 | 0.31% | 0.27% | 1315 | +587 | 19.92% | Q4 2025 | Jan 15, 2026 |
| REDMONT WEALTH ADVISORS LLC | History | No change | 3,529 | 506 | 0.77% | 0.69% | 1316 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Arkfeld Wealth Strategies, L.L.C. | History | Added to | 3,464 | 502 | 0.17% | 0.18% | 1317 | +20 | 0.58% | Q4 2025 | Jan 12, 2026 |
| Friday Financial | History | No change | 3,499 | 502 | 0.18% | 0.21% | 1318 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| PDS Planning, Inc | History | Added to | 3,497 | 501 | 0.03% | 0.03% | 1319 | +76 | 2.22% | Q4 2025 | Jan 26, 2026 |
| Teamwork Financial Advisors, LLC | History | Reduced | 3,478 | 499 | 0.05% | 0.05% | 1320 | -214 | -5.8% | Q4 2025 | Jan 09, 2026 |
| Harfst & Associates, Inc. | History | New | 3,470 | 498 | 0.09% | — | 1321 | +3,470 | New | Q4 2025 | Feb 10, 2026 |
| WILLNER & HELLER, LLC | History | Added to | 3,472 | 498 | 0.36% | 0.37% | 1323 | +7 | 0.2% | Q4 2025 | Jan 12, 2026 |
| Simmons Bank | History | No change | 3,475 | 498 | 0.03% | 0.03% | 1322 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Prosperity Consulting Group, LLC | History | Added to | 3,458 | 496 | 0.02% | 0.02% | 1325 | +1,101 | 46.71% | Q4 2025 | Feb 17, 2026 |
| Nicholas Hoffman & Company, LLC. | History | No change | 3,461 | 496 | 0.01% | 0.01% | 1324 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Slagle Financial, LLC | History | Added to | 3,450 | 495 | 0.17% | 0.15% | 1327 | +562 | 19.46% | Q4 2025 | Jan 26, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 3,455 | 495 | 0.02% | 0.02% | 1326 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Cornerstone Financial Group, LLC /NE/ | History | Added to | 3,446 | 494 | 0.34% | 0.37% | 1329 | +19 | 0.55% | Q4 2025 | Feb 11, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | No change | 3,444 | 494 | 0.08% | 0.08% | 1328 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Atlantic Union Bankshares Corp | History | Reduced | 3,440 | 493 | 0.01% | 0.01% | 1330 | -35 | -1.01% | Q4 2025 | Feb 04, 2026 |
| TCV Trust & Wealth Management, Inc. | History | No change | 3,435 | 492 | 0.04% | 0.04% | 1331 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Milestone Asset Management Group, LLC | History | Added to | 3,428 | 491 | 0.28% | 0.26% | 1332 | +540 | 18.7% | Q4 2025 | Feb 03, 2026 |
| SOA Wealth Advisors, LLC. | History | Reduced | 3,420 | 490 | 0.08% | 0.1% | 1333 | -638 | -15.72% | Q4 2025 | Jan 20, 2026 |
| Advisory Alpha, LLC | History | Reduced | 3,396 | 487 | 0.01% | 0.02% | 1334 | -576 | -14.5% | Q4 2025 | Feb 06, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | Added to | 3,399 | 487 | 0.32% | 0.3% | 1335 | +257 | 8.18% | Q4 2025 | Feb 11, 2026 |
| River Wealth Advisors LLC | History | Added to | 3,379 | 484 | 0.05% | 0.06% | 1337 | +22 | 0.66% | Q4 2025 | Feb 13, 2026 |
| ST GERMAIN D J CO INC | History | No change | 3,375 | 484 | 0.02% | 0.02% | 1336 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| FWG Holdings, LLC | History | No change | 3,413 | 482 | 0.18% | 0.21% | 1338 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Breachway Investments LLC | History | New | 3,348 | 480 | 0.51% | — | 1342 | +3,348 | New | Q4 2025 | Jan 27, 2026 |
| Curbstone Financial Management Corp | History | Reduced | 3,350 | 480 | 0.09% | 0.1% | 1340 | -200 | -5.63% | Q4 2025 | Jan 23, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 3,349 | 480 | 0.03% | 0.03% | 1339 | -154 | -4.4% | Q4 2025 | Feb 17, 2026 |
| GDS Wealth Management | History | No change | 3,348 | 480 | 0.03% | 0.03% | 1341 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Financial Network Wealth Advisors LLC | History | Added to | 3,343 | 479 | 0.5% | 0.5% | 1343 | +91 | 2.8% | Q4 2025 | Feb 13, 2026 |
| Weitzel Financial Services, Inc. | History | No change | 3,305 | 478 | 0.18% | 0.19% | 1344 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Maltin Wealth Management, Inc. | History | Added to | 3,327 | 477 | 0.19% | 0.19% | 1345 | +16 | 0.48% | Q4 2025 | Jan 15, 2026 |
| Passive Capital Management, LLC. | History | No change | 3,326 | 477 | 0.15% | 0.15% | 1346 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| STEPH & CO | History | No change | 3,300 | 473 | 0.14% | 0.14% | 1347 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Kaizen Financial Strategies | History | New | 3,281 | 470 | 0.21% | — | 1348 | +3,281 | New | Q4 2025 | Jan 21, 2026 |
| Legacy Edge Advisors, LLC | History | New | 3,271 | 469 | 0.05% | — | 1349 | +3,271 | New | Q4 2025 | Feb 02, 2026 |
| BSW Wealth Partners | History | Reduced | 3,263 | 468 | 0.06% | 0.06% | 1350 | -128 | -3.77% | Q4 2025 | Jan 23, 2026 |
| PEDDOCK CAPITAL ADVISORS, LLC | History | Reduced | 3,260 | 467 | 0.1% | 0.1% | 1351 | -136 | -4.0% | Q4 2025 | Jan 21, 2026 |
| MITCHELL & PAHL PRIVATE WEALTH, LLC | History | No change | 3,256 | 467 | 0.19% | 0.19% | 1352 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Team Financial Group, LLC | History | Added to | 3,248 | 466 | 0.21% | 0.21% | 1353 | +101 | 3.21% | Q4 2025 | Jan 13, 2026 |
| SMITH CHAS P & ASSOCIATES PA CPAS | History | New | 3,245 | 465 | 0.02% | — | 1354 | +3,245 | New | Q4 2025 | Feb 09, 2026 |
| KOM Wealth Management Group, LLC | History | Reduced | 3,234 | 464 | 0.33% | 0.36% | 1355 | -188 | -5.49% | Q4 2025 | Jan 23, 2026 |
| Capital Asset Advisory Services LLC | History | Added to | 3,160 | 463 | 0.02% | 0.02% | 1356 | +328 | 11.58% | Q4 2025 | Jan 09, 2026 |
| Astoria Portfolio Advisors LLC. | History | Reduced | 3,007 | 463 | 0.11% | 0.12% | 1357 | -240 | -7.39% | Q4 2025 | Feb 24, 2026 |
| Per Stirling Capital Management, LLC. | History | Added to | 3,213 | 461 | 0.05% | 0.05% | 1358 | +371 | 13.05% | Q4 2025 | Feb 17, 2026 |
| Vannoy Advisory Group, Inc. | History | No change | 3,219 | 461 | 0.29% | 0.3% | 1359 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Trellis Wealth Advisors LLC | History | Added to | 3,199 | 459 | 0.18% | 0.18% | 1361 | +21 | 0.66% | Q4 2025 | Jan 26, 2026 |
| ALPINE WOODS CAPITAL INVESTORS, LLC | History | No change | 3,200 | 459 | 0.11% | 0.1% | 1360 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| L. Roy Papp & Associates, LLP | History | No change | 3,191 | 458 | 0.05% | 0.05% | 1362 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| FIRST FOUNDATION ADVISORS | History | No change | 3,193 | 458 | 0.02% | 0.02% | 1363 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| STEVENS CAPITAL PARTNERS | History | Added to | 3,186 | 457 | 0.12% | 0.11% | 1364 | +686 | 27.44% | Q4 2025 | Jan 27, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | Reduced | 3,183 | 456 | 0.0% | 0.0% | 1365 | -492 | -13.39% | Q4 2025 | Jan 13, 2026 |
| Coastal Bridge Advisors, LLC | History | Added to | 3,172 | 455 | 0.03% | 0.02% | 1366 | +1,320 | 71.27% | Q4 2025 | Feb 18, 2026 |
| Main Management LLC | History | No change | 3,166 | 454 | 0.03% | 0.03% | 1367 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| GHP Investment Advisors, Inc. | History | Reduced | 3,139 | 450 | 0.02% | 0.02% | 1368 | -29 | -0.92% | Q4 2025 | Jan 27, 2026 |
| CATHY PARETO & ASSOCIATES, INC | History | Added to | 3,126 | 448 | 0.31% | 0.27% | 1369 | +600 | 23.75% | Q4 2025 | Jan 23, 2026 |
| DAHRING {-} CUSMANO LLC | History | Added to | 3,123 | 448 | 0.31% | 0.32% | 1370 | +1 | 0.03% | Q4 2025 | Feb 05, 2026 |
| ROBERTS GLORE & CO INC /IL/ | History | No change | 3,118 | 447 | 0.12% | 0.12% | 1371 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Syverson Strege & Co | History | Reduced | 3,114 | 446 | 0.11% | 0.11% | 1372 | -124 | -3.83% | Q4 2025 | Feb 09, 2026 |
| Wescott Financial Advisory Group, LLC | History | Added to | 3,111 | 446 | 0.04% | 0.04% | 1373 | +3 | 0.1% | Q4 2025 | Feb 12, 2026 |
| CFS Investment Advisory Services, LLC | History | Reduced | 3,107 | 445 | 0.03% | 0.05% | 1374 | -1,342 | -30.16% | Q4 2025 | Feb 10, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 3,075 | 441 | 0.15% | 0.15% | 1375 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| PENNINGTON PARTNERS & CO., LLC | History | No change | 3,073 | 441 | 0.18% | 0.21% | 1376 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Novak & Powell Financial Services, Inc. | History | Added to | 3,068 | 440 | 0.23% | 0.23% | 1377 | +17 | 0.56% | Q4 2025 | Feb 10, 2026 |
| Asset One Wealth Management LLC | History | New | 2,901 | 438 | 0.06% | — | 1380 | +2,901 | New | Q4 2025 | Feb 17, 2026 |
| Shulman DeMeo Asset Management LLC | History | Reduced | 3,055 | 438 | 0.1% | 0.1% | 1378 | -169 | -5.24% | Q4 2025 | Jan 14, 2026 |
| L.K. Benson & Company, P.C. | History | Added to | 3,053 | 438 | 0.22% | 0.23% | 1379 | +72 | 2.42% | Q4 2025 | Feb 06, 2026 |
| Lexington Hill Partners, LLC | History | New | 3,050 | 437 | 0.33% | — | 1381 | +3,050 | New | Q4 2025 | Feb 19, 2026 |
| Hilton Head Capital Partners, LLC | History | New | 3,035 | 435 | 0.25% | — | 1383 | +3,035 | New | Q4 2025 | Feb 11, 2026 |
| Kagan Cocozza Asset Management | History | Reduced | 3,036 | 435 | 0.31% | 0.32% | 1382 | -3 | -0.1% | Q4 2025 | Jan 23, 2026 |
| Eagle Bay Advisors LLC | History | Reduced | 3,029 | 434 | 0.32% | 0.38% | 1384 | -378 | -11.09% | Q4 2025 | Jan 23, 2026 |
| AUA CAPITAL MANAGEMENT, LLC | History | No change | 3,015 | 432 | 0.22% | 0.24% | 1385 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | Added to | 3,005 | 431 | 0.04% | 0.04% | 1386 | +5 | 0.17% | Q4 2025 | Jan 20, 2026 |
| Sandy Cove Advisors, LLC | History | Reduced | 2,999 | 430 | 0.13% | 0.14% | 1387 | -187 | -5.87% | Q4 2025 | Feb 09, 2026 |
| Premier Path Wealth Partners, LLC | History | Reduced | 2,999 | 430 | 0.06% | 0.06% | 1388 | -55 | -1.8% | Q4 2025 | Jan 22, 2026 |
| Tudor Financial Inc. | History | No change | 3,001 | 430 | 0.22% | 0.22% | 1389 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Daiwa Securities Group Inc. | History | Reduced | 2,982 | 428 | 0.0% | 0.0% | 1390 | -392 | -11.62% | Q4 2025 | Feb 11, 2026 |
| Unconventional Investor, LLC | History | No change | 2,989 | 428 | 0.2% | 0.21% | 1391 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| OLD SECOND NATIONAL BANK OF AURORA | History | Reduced | 2,978 | 427 | 0.09% | 0.1% | 1392 | -352 | -10.57% | Q4 2025 | Jan 27, 2026 |
| TECTONIC ADVISORS LLC | History | Added to | 2,970 | 426 | 0.02% | 0.01% | 1393 | +1,474 | 98.53% | Q4 2025 | Jan 23, 2026 |
| INGALLS & SNYDER LLC | History | No change | 2,960 | 425 | 0.02% | 0.01% | 1394 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| BALANCED WEALTH GROUP LLC | History | Added to | 2,999 | 423 | 0.15% | 0.18% | 1395 | +4 | 0.13% | Q4 2025 | Jan 13, 2026 |
| Boston Trust Walden Corp | History | No change | 2,935 | 421 | 0.0% | 0.0% | 1396 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Asset Advisory Group, Inc. | History | New | 2,929 | 420 | 0.21% | — | 1397 | +2,929 | New | Q4 2025 | Feb 12, 2026 |
| Calder Financial LLC | History | New | 2,926 | 419 | 0.41% | — | 1399 | +2,926 | New | Q4 2025 | Jan 23, 2026 |
| Park Edge Advisors, LLC | History | No change | 2,925 | 419 | 0.09% | 0.1% | 1398 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| AlphaCentric Advisors LLC | History | New | 2,913 | 418 | 0.42% | — | 1400 | +2,913 | New | Q4 2025 | Feb 12, 2026 |
| KERR FINANCIAL PLANNING Corp | History | Added to | 2,859 | 418 | 0.57% | 0.3% | 1401 | +1,332 | 87.23% | Q4 2025 | Feb 10, 2026 |
| Pure Financial Advisors, LLC | History | Reduced | 2,911 | 417 | 0.08% | 0.01% | 1402 | -1,069 | -26.86% | Q4 2025 | Mar 04, 2026 |
| Clearview Wealth Advisors LLC | History | Added to | 2,902 | 416 | 0.26% | 0.23% | 1403 | +352 | 13.8% | Q4 2025 | Feb 17, 2026 |
| Forum Financial Management, LP | History | Reduced | 2,901 | 416 | 0.01% | 0.01% | 1404 | -101 | -3.36% | Q4 2025 | Jan 27, 2026 |
| Wealth Preservation Advisors, LLC | History | No change | 2,888 | 414 | 0.21% | 0.24% | 1405 | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| Breakwater Capital Group | History | Added to | 2,872 | 412 | 0.06% | 0.06% | 1407 | +14 | 0.49% | Q4 2025 | Jan 09, 2026 |
| Cyndeo Wealth Partners, LLC | History | No change | 2,875 | 412 | 0.02% | 0.02% | 1406 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| CHANNEL WEALTH LLC | History | Added to | 2,869 | 411 | 0.1% | 0.09% | 1409 | +445 | 18.36% | Q4 2025 | Feb 03, 2026 |
| Fortis Capital Advisors, LLC | History | Reduced | 2,867 | 411 | 0.06% | 0.07% | 1408 | -52 | -1.78% | Q4 2025 | Jan 27, 2026 |
| CWA Asset Management Group, LLC | History | Reduced | 2,861 | 410 | 0.01% | 0.02% | 1411 | -294 | -9.32% | Q4 2025 | Jan 07, 2026 |
| Strategic Financial Concepts, LLC | History | Added to | 2,860 | 410 | 0.37% | 0.05% | 1412 | +193 | 7.24% | Q4 2025 | Feb 09, 2026 |
| VAN DEN BERG MANAGEMENT I, INC | History | Reduced | 2,857 | 410 | 0.09% | 0.11% | 1410 | -175 | -5.77% | Q4 2025 | Feb 17, 2026 |
| Mystic Asset Management, Inc. | History | Reduced | 2,859 | 410 | 0.09% | 0.09% | 1413 | -29 | -1.0% | Q4 2025 | Jan 28, 2026 |
| Westmount Partners, LLC | History | Added to | 2,860 | 410 | 0.1% | 0.1% | 1414 | +16 | 0.56% | Q4 2025 | Jan 15, 2026 |
| Sterling Investment Counsel, LLC | History | Added to | 2,856 | 409 | 0.12% | 0.11% | 1416 | +401 | 16.33% | Q4 2025 | Jan 27, 2026 |
| Trek Financial, LLC | History | No change | 2,855 | 409 | 0.02% | 0.02% | 1415 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Clarity Wealth Advisors, LLC | History | No change | 2,848 | 408 | 0.08% | 0.09% | 1417 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| PTM WEALTH MANAGEMENT, LLC | History | Added to | 2,782 | 405 | 0.23% | 0.16% | 1421 | +937 | 50.79% | Q4 2025 | Jan 09, 2026 |
| HRC WEALTH MANAGEMENT, LLC | History | Added to | 2,829 | 405 | 0.19% | 0.18% | 1420 | +268 | 10.46% | Q4 2025 | Jan 21, 2026 |
| Journey Advisory Group, LLC | History | Reduced | 2,828 | 405 | 0.03% | 0.03% | 1419 | -110 | -3.74% | Q4 2025 | Jan 27, 2026 |
| New England Professional Planning Group Inc. | History | Reduced | 2,824 | 405 | 0.17% | 0.19% | 1418 | -79 | -2.72% | Q4 2025 | Jan 14, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | No change | 2,817 | 404 | 0.14% | 0.14% | 1422 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Principia Wealth Advisory, LLC | History | Added to | 2,813 | 403 | 0.25% | 0.25% | 1425 | +210 | 8.07% | Q4 2025 | Feb 10, 2026 |
| CALTON & ASSOCIATES, INC. | History | Added to | 2,808 | 403 | 0.06% | 0.06% | 1423 | +197 | 7.55% | Q4 2025 | Feb 10, 2026 |
| DRAVO BAY LLC | History | Reduced | 2,814 | 403 | 0.17% | 0.18% | 1424 | -50 | -1.75% | Q4 2025 | Jan 27, 2026 |
| Latitude Advisors, LLC | History | Added to | 2,801 | 402 | 0.18% | 0.17% | 1426 | +141 | 5.3% | Q4 2025 | Jan 27, 2026 |
| SEMITAM BONAM LLC | History | No change | 2,797 | 401 | 0.33% | 0.35% | 1427 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| FWG Investments, LLC. | History | Added to | 2,791 | 400 | 0.25% | 0.26% | 1428 | +110 | 4.1% | Q4 2025 | Jan 28, 2026 |
| Exchange Bank | History | Added to | 2,787 | 399 | 0.28% | 0.26% | 1429 | +121 | 4.54% | Q4 2025 | Jan 13, 2026 |
| Selective Wealth Management, Inc. | History | Added to | 2,680 | 398 | 0.12% | 0.11% | 1431 | +229 | 9.34% | Q4 2025 | Jan 16, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Added to | 2,779 | 398 | 0.01% | 0.01% | 1430 | +85 | 3.16% | Q4 2025 | Feb 13, 2026 |
| Newport Capital Group, LLC | History | No change | 2,780 | 398 | 0.24% | 0.25% | 1432 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Kraft, Davis & Associates, LLC | History | Added to | 2,684 | 396 | 0.09% | 0.09% | 1433 | +2 | 0.07% | Q4 2025 | Jan 14, 2026 |
| ZEGA Investments, LLC | History | Reduced | 2,755 | 395 | 0.05% | 0.12% | 1435 | -3,783 | -57.86% | Q4 2025 | Jan 27, 2026 |
| Belleair Asset Management, LLC | History | New | 2,755 | 395 | 0.38% | — | 1436 | +2,755 | New | Q4 2025 | Jan 30, 2026 |
| Cheviot Value Management, LLC | History | No change | 2,662 | 395 | 0.04% | 0.04% | 1434 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Resurgent Financial Advisors LLC | History | Reduced | 2,737 | 392 | 0.2% | 0.2% | 1437 | -158 | -5.46% | Q4 2025 | Feb 12, 2026 |
| Birch Hill Investment Advisors LLC | History | Added to | 2,720 | 390 | 0.02% | 0.01% | 1438 | +715 | 35.66% | Q4 2025 | Jan 27, 2026 |
| Olde Wealth Management, LLC | History | Reduced | 2,722 | 390 | 0.12% | 0.12% | 1439 | -6 | -0.22% | Q4 2025 | Feb 12, 2026 |
| CASTLE WEALTH MANAGEMENT LLC | History | Reduced | 2,715 | 389 | 0.13% | 0.15% | 1440 | -419 | -13.37% | Q4 2025 | Jan 22, 2026 |
| Chemistry Wealth Management LLC | History | No change | 2,701 | 387 | 0.07% | 0.07% | 1441 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | Reduced | 2,693 | 386 | 0.0% | 0.0% | 1443 | -20 | -0.74% | Q4 2025 | Feb 09, 2026 |
| Jefferies Financial Group Inc. | History | Added to | 2,691 | 386 | 0.0% | 0.0% | 1442 | +17 | 0.64% | Q4 2025 | Feb 09, 2026 |
| BOKF, NA | History | Reduced | 2,683 | 385 | 0.01% | 0.01% | 1444 | -600 | -18.28% | Q4 2025 | Feb 03, 2026 |
| Acropolis Investment Management, LLC | History | Added to | 2,673 | 383 | 0.02% | 0.01% | 1445 | +902 | 50.93% | Q4 2025 | Jan 14, 2026 |
| Brightwater Advisory LLC | History | No change | 2,674 | 383 | 0.26% | 0.26% | 1446 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Guardian Capital, LLC | History | New | 2,667 | 382 | 0.34% | — | 1449 | +2,667 | New | Q4 2025 | Feb 05, 2026 |
| Sage Capital Management, LLC | History | Added to | 2,665 | 382 | 0.18% | 0.17% | 1448 | +16 | 0.6% | Q4 2025 | Jan 15, 2026 |
| Texas Yale Capital Corp. | History | No change | 2,668 | 382 | 0.01% | 0.01% | 1447 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Third View Private Wealth, LLC | History | New | 2,658 | 381 | 0.05% | — | 1451 | +2,658 | New | Q4 2025 | Jan 23, 2026 |
| Veridan Wealth LLC | History | Reduced | 2,658 | 381 | 0.13% | 0.13% | 1450 | -15 | -0.56% | Q4 2025 | Feb 13, 2026 |
| Monetary Solutions, Ltd | History | New | 2,654 | 380 | 0.37% | — | 1453 | +2,654 | New | Q4 2025 | Feb 23, 2026 |
| HMV Wealth Advisors, LLC | History | No change | 2,650 | 380 | 0.19% | 0.21% | 1452 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Texas Bank & Trust Co | History | No change | 2,646 | 379 | 0.14% | 0.14% | 1454 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Kennebec Savings Bank | History | Added to | 2,637 | 378 | 0.33% | 0.07% | 1455 | +2,066 | 361.82% | Q4 2025 | Jan 22, 2026 |
| Oregon Pacific Wealth Management, LLC | History | Reduced | 2,631 | 377 | 0.39% | 0.34% | 1458 | -158 | -5.67% | Q4 2025 | Jan 16, 2026 |
| Mezzasalma Advisors, LLC | History | No change | 2,606 | 377 | 0.09% | 0.09% | 1456 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| MilWealth Group LLC | History | No change | 2,633 | 377 | 0.09% | 0.09% | 1457 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| OPAL CAPITAL LLC | History | New | 2,407 | 374 | 0.09% | — | 1460 | +2,407 | New | Q4 2025 | Feb 17, 2026 |
| Heritage Wealth Management, Inc. | History | No change | 2,611 | 374 | 0.1% | 0.11% | 1459 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Cascade Investment Advisors, Inc. | History | Reduced | 2,600 | 373 | 0.22% | 0.27% | 1462 | -615 | -19.13% | Q4 2025 | Jan 14, 2026 |
| FIRST WILSHIRE SECURITIES MANAGEMENT INC | History | No change | 2,600 | 373 | 0.09% | 0.1% | 1461 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Calamos Wealth Management LLC | History | Reduced | 2,592 | 372 | 0.01% | 0.01% | 1463 | -70 | -2.63% | Q4 2025 | Jan 29, 2026 |
| Estate Counselors, LLC | History | New | 2,585 | 370 | 0.03% | — | 1464 | +2,585 | New | Q4 2025 | Feb 02, 2026 |
| Tenon Financial LLC | History | New | 2,551 | 366 | 0.15% | — | 1467 | +2,551 | New | Q4 2025 | Jan 16, 2026 |
| CIBC Asset Management Inc | History | Reduced | 2,555 | 366 | 0.0% | 0.0% | 1465 | -180 | -6.58% | Q4 2025 | Feb 10, 2026 |
| Marquette Asset Management, LLC | History | No change | 2,555 | 366 | 0.05% | 0.06% | 1466 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| EHRLICH FINANCIAL GROUP | History | Reduced | 2,547 | 365 | 0.21% | 0.24% | 1469 | -358 | -12.32% | Q4 2025 | Jan 06, 2026 |
| Canal Capital Management, LLC | History | Added to | 2,546 | 365 | 0.05% | 0.05% | 1468 | +17 | 0.67% | Q4 2025 | Jan 06, 2026 |
| OPTIMA CAPITAL LLC | History | Added to | 2,544 | 365 | 0.16% | 0.17% | 1470 | +16 | 0.63% | Q4 2025 | Jan 23, 2026 |
| Golden State Equity Partners | History | New | 2,541 | 364 | 0.06% | — | 1473 | +2,541 | New | Q4 2025 | Jan 29, 2026 |
| BRIDGES INVESTMENT MANAGEMENT INC | History | New | 2,537 | 364 | 0.0% | — | 1471 | +2,537 | New | Q4 2025 | Feb 10, 2026 |
| VISTA CAPITAL PARTNERS, INC. | History | No change | 2,540 | 364 | 0.04% | 0.04% | 1472 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Redwood Investment Management, LLC | History | Reduced | 2,532 | 363 | 0.04% | 0.04% | 1474 | -7 | -0.28% | Q4 2025 | Feb 17, 2026 |
| KIRTLAND HILLS CAPITAL MANAGEMENT, LLC | History | Added to | 2,527 | 362 | 0.13% | 0.09% | 1476 | +865 | 52.05% | Q4 2025 | Feb 13, 2026 |
| Legacy Private Trust Co. | History | No change | 2,527 | 362 | 0.02% | 0.02% | 1475 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Prairie Wealth Advisors, Inc. | History | Closed out | 0 | 361 | 0.15% | 0.15% | 1477 | -2,521 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Realta Investment Advisors | History | Reduced | 2,512 | 360 | 0.12% | 0.16% | 1478 | -884 | -26.03% | Q4 2025 | Jan 20, 2026 |
| Global Financial Private Client, LLC | History | No change | 2,511 | 360 | 0.13% | 0.13% | 1479 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | History | Reduced | 2,504 | 359 | 0.02% | 0.02% | 1480 | -8 | -0.32% | Q4 2025 | Feb 17, 2026 |
| Wealth Management Strategies, Inc. | History | Reduced | 2,501 | 358 | 0.16% | 0.18% | 1481 | -20 | -0.79% | Q4 2025 | Feb 17, 2026 |
| EAGLE WEALTH STRATEGIES LLC | History | New | 2,494 | 357 | 0.17% | — | 1484 | +2,494 | New | Q4 2025 | Jan 06, 2026 |
| Disciplined Investments, LLC | History | Reduced | 2,488 | 357 | 0.14% | 0.17% | 1483 | -515 | -17.15% | Q4 2025 | Feb 05, 2026 |
| Cannell & Spears LLC | History | Reduced | 2,489 | 357 | 0.01% | 0.01% | 1482 | -155 | -5.86% | Q4 2025 | Feb 17, 2026 |
| Dakota Community Bank & Trust NA | History | Added to | 2,485 | 356 | 1.22% | 0.02% | 1485 | +2,445 | 6112.5% | Q4 2025 | Jan 26, 2026 |
| MOLLER WEALTH PARTNERS | History | Reduced | 2,477 | 355 | 0.07% | 0.14% | 1486 | -2,286 | -47.99% | Q4 2025 | Jan 08, 2026 |
| Institute for Wealth Management, LLC. | History | Added to | 2,468 | 354 | 0.04% | 0.04% | 1487 | +64 | 2.66% | Q4 2025 | Jan 27, 2026 |
| American Money Management, LLC | History | Added to | 2,468 | 354 | 0.06% | 0.06% | 1488 | +2 | 0.08% | Q4 2025 | Feb 10, 2026 |
| Aurora Private Wealth, Inc. | History | New | 2,467 | 353 | 0.23% | — | 1490 | +2,467 | New | Q4 2025 | Feb 02, 2026 |
| KANAWHA CAPITAL MANAGEMENT LLC | History | No change | 2,465 | 353 | 0.02% | 0.02% | 1489 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Rodgers & Associates, LTD | History | No change | 2,462 | 353 | 0.04% | 0.04% | 1491 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Blue Trust, Inc. | History | Reduced | 2,447 | 351 | 0.0% | 0.01% | 1492 | -841 | -25.58% | Q4 2025 | Jan 16, 2026 |
| Paragon Private Wealth Management, LLC | History | No change | 2,452 | 351 | 0.11% | 0.11% | 1493 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Armbruster Capital Management, Inc. | History | Added to | 2,442 | 350 | 0.06% | 0.05% | 1494 | +277 | 12.79% | Q4 2025 | Jan 23, 2026 |
| Index Fund Advisors, Inc. | History | Added to | 2,441 | 350 | 0.02% | 0.02% | 1495 | +1 | 0.04% | Q4 2025 | Jan 29, 2026 |
| Vigil Wealth Management, LLC | History | New | 2,435 | 349 | 0.29% | — | 1500 | +2,435 | New | Q4 2025 | Feb 10, 2026 |
| Northwest Wealth Advisors, LLC | History | New | 2,433 | 349 | 0.27% | — | 1499 | +2,433 | New | Q4 2025 | Feb 06, 2026 |
| NBT BANK N A /NY | History | Reduced | 2,432 | 349 | 0.02% | 0.02% | 1496 | -210 | -7.95% | Q4 2025 | Jan 23, 2026 |
| Wealth Architects, LLC | History | Added to | 2,437 | 349 | 0.03% | 0.03% | 1498 | +1 | 0.04% | Q4 2025 | Feb 17, 2026 |
| Hikari Power Ltd | History | No change | 2,430 | 349 | 0.03% | 0.03% | 1497 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Goelzer Investment Management, Inc. | History | No change | 2,431 | 348 | 0.02% | 0.02% | 1501 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Olistico Wealth, LLC | History | No change | 2,415 | 346 | 0.17% | 0.18% | 1502 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| 49 WEALTH MANAGEMENT, LLC | History | New | 2,400 | 344 | 0.03% | — | 1505 | +2,400 | New | Q4 2025 | Feb 04, 2026 |
| DEARBORN PARTNERS LLC | History | Added to | 2,400 | 344 | 0.02% | 0.01% | 1504 | +500 | 26.32% | Q4 2025 | Feb 11, 2026 |
| STEINBERGANNA WEALTH MANAGEMENT | History | Added to | 2,400 | 344 | 0.16% | 0.16% | 1506 | +10 | 0.42% | Q4 2025 | Jan 26, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 2,400 | 344 | 0.01% | 0.01% | 1503 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Firestone Capital Management | History | Added to | 2,394 | 343 | 0.07% | 0.07% | 1507 | +13 | 0.55% | Q4 2025 | Feb 09, 2026 |
| Johnson Bixby & Associates, LLC | History | Reduced | 2,384 | 342 | 0.04% | 0.05% | 1508 | -183 | -7.13% | Q4 2025 | Jan 14, 2026 |
| Aviance Capital Partners, LLC | History | No change | 2,377 | 341 | 0.04% | 0.04% | 1509 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Golden Reserve Retirement LLC | History | New | 2,374 | 340 | 0.06% | — | 1510 | +2,374 | New | Q4 2025 | Jan 29, 2026 |
| CHASE INVESTMENT COUNSEL CORP | History | New | 2,346 | 336 | 0.09% | — | 1511 | +2,346 | New | Q4 2025 | Feb 05, 2026 |
| J2 Capital Management Inc | History | No change | 2,348 | 336 | 0.25% | 0.25% | 1512 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Centennial Advisors, LLC | History | New | 2,340 | 335 | 0.44% | — | 1513 | +2,340 | New | Q4 2025 | Jan 22, 2026 |
| S Harris Financial Group, LLC | History | New | 2,335 | 335 | 0.32% | — | 1514 | +2,335 | New | Q4 2025 | Mar 03, 2026 |
| Ballast Financial Advisors LLC | History | New | 2,328 | 334 | 0.34% | — | 1518 | +2,328 | New | Q4 2025 | Feb 17, 2026 |
| APPLETON PARTNERS INC/MA | History | No change | 2,330 | 334 | 0.02% | 0.02% | 1515 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Rezny Wealth Management, Inc. | History | No change | 2,330 | 334 | 0.07% | 0.07% | 1516 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Agate Pass Investment Management, LLC | History | No change | 2,328 | 334 | 0.12% | 0.12% | 1517 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Clark Asset Management, LLC | History | Reduced | 2,322 | 333 | 0.03% | 0.06% | 1519 | -1,569 | -40.32% | Q4 2025 | Jan 27, 2026 |
| Twelve Points Wealth Management LLC | History | Reduced | 2,258 | 332 | 0.07% | 0.08% | 1521 | -147 | -6.11% | Q4 2025 | Jan 23, 2026 |
| PATTEN & PATTEN INC/TN | History | Added to | 2,319 | 332 | 0.02% | 0.02% | 1520 | +4 | 0.17% | Q4 2025 | Feb 03, 2026 |
| GODSEY & GIBB, INC | History | No change | 2,310 | 331 | 0.03% | 0.03% | 1522 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| RMR Capital Management, LLC | History | No change | 2,305 | 330 | 0.24% | 0.23% | 1523 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CABANA LLC | History | New | 2,296 | 329 | 2.46% | — | 1524 | +2,296 | New | Q4 2025 | Jan 28, 2026 |
| CLIENT 1ST ADVISORY GROUP, LLC | History | No change | 2,293 | 329 | 0.1% | 0.11% | 1525 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Charles Schwab Trust Co | History | No change | 2,291 | 328 | 0.02% | 0.02% | 1526 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| GHE, LLC | History | New | 2,285 | 327 | 0.11% | — | 1527 | +2,285 | New | Q4 2025 | Feb 09, 2026 |
| Scientech Research LLC | History | New | 2,273 | 326 | 0.21% | — | 1528 | +2,273 | New | Q4 2025 | Feb 17, 2026 |
| Approach Retirement Advisors, LLC | History | New | 2,268 | 325 | 0.28% | — | 1532 | +2,268 | New | Q4 2025 | Jan 29, 2026 |
| DAVIS R M INC | History | No change | 2,270 | 325 | 0.01% | 0.01% | 1529 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| 1776 Wealth LLC | History | No change | 2,270 | 325 | 0.12% | 0.12% | 1530 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Keebeck Wealth Management | History | No change | 2,270 | 325 | 0.04% | 0.04% | 1531 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Princeton Global Asset Management LLC | History | Added to | 2,260 | 324 | 0.05% | 0.05% | 1533 | +34 | 1.53% | Q4 2025 | Jan 20, 2026 |
| Stillwater Wealth Management Group | History | Added to | 2,264 | 324 | 0.22% | 0.22% | 1535 | +17 | 0.76% | Q4 2025 | Jan 27, 2026 |
| Cardinal Point Capital Management ULC | History | No change | 2,263 | 324 | 0.02% | 0.02% | 1534 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Skyview Financial Group LLC | History | New | 2,257 | 323 | 0.33% | — | 1536 | +2,257 | New | Q4 2025 | Feb 18, 2026 |
| Bravera Wealth | History | New | 2,246 | 322 | 0.16% | — | 1537 | +2,246 | New | Q4 2025 | Apr 22, 2026 |
| Fortis Group Advisors, LLC | History | No change | 2,240 | 321 | 0.05% | 0.05% | 1538 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 2,237 | 321 | 0.03% | 0.04% | 1539 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Horizon Investments, LLC | History | Added to | 2,234 | 320 | 0.0% | 0.0% | 1540 | +1,778 | 389.91% | Q4 2025 | Feb 02, 2026 |
| Blue Sky Capital Consultants Group, Inc. | History | Added to | 2,230 | 320 | 0.14% | 0.13% | 1541 | +30 | 1.36% | Q4 2025 | Jan 23, 2026 |
| Spectrum Investment Advisors, Inc. | History | New | 2,224 | 319 | 0.16% | — | 1543 | +2,224 | New | Q4 2025 | Jan 28, 2026 |
| Evercore Wealth Management, LLC | History | No change | 2,223 | 319 | 0.0% | 0.0% | 1542 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Csenge Advisory Group | History | Added to | 2,220 | 318 | 0.01% | 0.01% | 1544 | +125 | 5.97% | Q4 2025 | Feb 06, 2026 |
| LMG Wealth Partners, LLC | History | No change | 2,220 | 318 | 0.06% | 0.06% | 1545 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| PERSPECTIVE WEALTH ADVISORS LLC | History | New | 2,211 | 317 | 0.23% | — | 1548 | +2,211 | New | Q4 2025 | Feb 13, 2026 |
| Meramec Financial Planners, LLC | History | New | 2,042 | 317 | 0.12% | — | 1549 | +2,042 | New | Q4 2025 | Feb 10, 2026 |
| RETIREMENT PLANNING GROUP, LLC / NY | History | Reduced | 2,209 | 317 | 0.22% | 0.25% | 1547 | -199 | -8.26% | Q4 2025 | Feb 02, 2026 |
| SFG Wealth Management, LLC. | History | Added to | 2,214 | 317 | 0.12% | 0.13% | 1546 | +64 | 2.98% | Q4 2025 | Feb 03, 2026 |
| USAdvisors Wealth Management, LLC | History | Added to | 2,202 | 316 | 0.1% | 0.11% | 1550 | +27 | 1.24% | Q4 2025 | Feb 05, 2026 |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | History | No change | 2,203 | 316 | 0.05% | 0.05% | 1551 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | New | 2,196 | 315 | 0.2% | — | 1553 | +2,196 | New | Q4 2025 | Feb 19, 2026 |
| Brick & Kyle, Associates | History | Added to | 2,195 | 315 | 0.11% | 0.11% | 1552 | +2 | 0.09% | Q4 2025 | Feb 13, 2026 |
| Tennessee Valley Asset Management Partners | History | Reduced | 2,189 | 314 | 0.04% | 0.06% | 1554 | -1,030 | -32.0% | Q4 2025 | Feb 05, 2026 |
| Phillips Wealth Planners LLC | History | Reduced | 2,112 | 313 | 0.25% | 0.25% | 1557 | -17 | -0.8% | Q4 2025 | Feb 10, 2026 |
| WESPAC Advisors, LLC | History | Reduced | 2,185 | 313 | 0.17% | 0.18% | 1555 | -14 | -0.64% | Q4 2025 | Jan 14, 2026 |
| Holistic Financial Partners | History | No change | 2,183 | 313 | 0.11% | 0.13% | 1556 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| CHEMUNG CANAL TRUST CO | History | No change | 2,172 | 311 | 0.06% | 0.06% | 1558 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Gray Private Wealth, LLC | History | No change | 2,172 | 311 | 0.15% | 0.15% | 1559 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Perennial Investment Advisors, LLC | History | New | 2,154 | 309 | 0.02% | — | 1561 | +2,154 | New | Q4 2025 | Feb 17, 2026 |
| Keystone Financial Planning, Inc. | History | Reduced | 2,159 | 309 | 0.09% | 0.09% | 1560 | -25 | -1.14% | Q4 2025 | Jan 07, 2026 |
| Copia Wealth Management | History | Reduced | 2,150 | 308 | 0.22% | 0.23% | 1562 | -42 | -1.92% | Q4 2025 | Feb 06, 2026 |
| Diversified Enterprises, LLC | History | Added to | 2,134 | 306 | 0.02% | 0.02% | 1563 | +64 | 3.09% | Q4 2025 | Jan 28, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | New | 2,130 | 305 | 0.01% | — | 1565 | +2,130 | New | Q4 2025 | Jan 16, 2026 |
| Winch Advisory Services, LLC | History | Added to | 2,132 | 305 | 0.07% | 0.07% | 1564 | +28 | 1.33% | Q4 2025 | Feb 03, 2026 |
| CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC | History | No change | 2,127 | 305 | 0.09% | 0.09% | 1566 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Cambridge Advisors Inc. | History | New | 2,124 | 304 | 0.06% | — | 1567 | +2,124 | New | Q4 2025 | Jan 21, 2026 |
| Crusonia Wealth Advisors LLC | History | New | 2,114 | 303 | 0.07% | — | 1570 | +2,114 | New | Q4 2025 | Feb 18, 2026 |
| EASTERN BANK | History | No change | 2,118 | 303 | 0.01% | 0.01% | 1568 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Moss Adams Wealth Advisors LLC | History | No change | 2,113 | 303 | 0.02% | 0.02% | 1569 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| RIA Advisory Group LLC | History | Added to | 2,108 | 302 | 0.07% | 0.08% | 1572 | +6 | 0.29% | Q4 2025 | Feb 02, 2026 |
| BLODGETT WEALTH ADVISORS, LLC | History | No change | 2,107 | 302 | 0.21% | 0.2% | 1571 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Maxele Advisors, LLC | History | No change | 2,107 | 302 | 0.25% | 0.26% | 1573 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| DENALI ADVISORS LLC | History | New | 2,103 | 301 | 0.03% | — | 1574 | +2,103 | New | Q4 2025 | Feb 03, 2026 |
| Greenline Partners, LLC | History | Added to | 2,099 | 301 | 0.03% | 0.04% | 1575 | +5 | 0.24% | Q4 2025 | Feb 17, 2026 |
| BROOKS, MOORE & ASSOCIATES, INC. | History | Reduced | 2,096 | 300 | 0.15% | 1.67% | 1576 | -36,994 | -94.64% | Q4 2025 | Feb 17, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Reduced | 2,084 | 299 | 0.02% | 0.04% | 1578 | -1,316 | -38.71% | Q4 2025 | Feb 04, 2026 |
| Idaho Trust Co | History | Added to | 2,087 | 299 | 0.1% | 0.07% | 1577 | +521 | 33.27% | Q4 2025 | Feb 05, 2026 |
| HOME FEDERAL BANK OF TENNESSEE | History | Added to | 2,087 | 299 | 0.08% | 0.07% | 1579 | +249 | 13.55% | Q4 2025 | Jan 20, 2026 |
| Hudock, Inc. | History | Reduced | 2,077 | 298 | 0.04% | 0.05% | 1580 | -43 | -2.03% | Q4 2025 | Feb 12, 2026 |
| Vantus Wealth LLC | History | New | 2,075 | 297 | 0.22% | — | 1584 | +2,075 | New | Q4 2025 | Feb 10, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Reduced | 2,072 | 297 | 0.04% | 0.04% | 1581 | -26 | -1.24% | Q4 2025 | Jan 07, 2026 |
| Legacy Financial Group LLC | History | Added to | 1,944 | 297 | 0.04% | 0.04% | 1582 | +1 | 0.05% | Q4 2025 | Feb 05, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 2,076 | 297 | 0.09% | 0.09% | 1583 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Midwest Financial Group LLC | History | Added to | 2,069 | 296 | 0.13% | 0.13% | 1586 | +158 | 8.27% | Q4 2025 | Jan 20, 2026 |
| PLANNING DIRECTIONS INC | History | Reduced | 2,062 | 296 | 0.15% | 0.15% | 1585 | -22 | -1.06% | Q4 2025 | Jan 21, 2026 |
| Innovative Wealth Building LLC | History | Added to | 2,067 | 296 | 0.22% | 0.23% | 1587 | +6 | 0.29% | Q4 2025 | Feb 17, 2026 |
| BLB&B Advisors, LLC | History | Reduced | 2,059 | 295 | 0.01% | 0.01% | 1588 | -85 | -3.96% | Q4 2025 | Jan 26, 2026 |
| Intrua Financial, LLC | History | Reduced | 2,059 | 295 | 0.03% | 0.03% | 1589 | -66 | -3.11% | Q4 2025 | Feb 05, 2026 |
| Revisor Wealth Management LLC | History | Reduced | 1,985 | 294 | 0.08% | 0.1% | 1591 | -34 | -1.68% | Q4 2025 | Jan 27, 2026 |
| SNS Financial Group, LLC | History | Reduced | 2,049 | 294 | 0.03% | 0.03% | 1590 | -18 | -0.87% | Q4 2025 | Feb 02, 2026 |
| Wheelhouse Advisory Group LLC | History | New | 2,031 | 293 | 0.11% | — | 1592 | +2,031 | New | Q4 2025 | Jan 29, 2026 |
| Strategic Financial Partners, Ltd. | History | Reduced | 2,040 | 292 | 0.13% | 0.14% | 1593 | -80 | -3.77% | Q4 2025 | Feb 11, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Reduced | 2,023 | 290 | 0.04% | 0.09% | 1595 | -2,336 | -53.59% | Q4 2025 | Feb 17, 2026 |
| Apriem Advisors | History | Reduced | 2,024 | 290 | 0.03% | 0.03% | 1594 | -3 | -0.15% | Q4 2025 | Feb 13, 2026 |
| Center for Financial Planning, Inc. | History | Added to | 2,018 | 289 | 0.03% | 0.03% | 1597 | +57 | 2.91% | Q4 2025 | Feb 05, 2026 |
| AVALON CAPITAL MANAGEMENT | History | Added to | 2,014 | 289 | 0.07% | 0.07% | 1596 | +13 | 0.65% | Q4 2025 | Feb 11, 2026 |
| WEST MICHIGAN ADVISORS, LLC | History | Reduced | 2,015 | 289 | 0.07% | 0.07% | 1599 | -13 | -0.64% | Q4 2025 | Jan 28, 2026 |
| MY Wealth Management Inc. | History | No change | 2,014 | 289 | 0.25% | 0.25% | 1598 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Moors & Cabot, Inc. | History | Added to | 2,011 | 288 | 0.01% | 0.01% | 1601 | +501 | 33.18% | Q4 2025 | Feb 10, 2026 |
| Bank OZK | History | No change | 2,010 | 288 | 0.1% | 0.1% | 1600 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CATALYST PRIVATE WEALTH, LLC | History | No change | 2,002 | 287 | 0.13% | 0.12% | 1602 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| PFC CAPITAL GROUP, INC. | History | No change | 2,000 | 287 | 0.12% | 0.12% | 1603 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Foguth Wealth Management, LLC. | History | New | 1,980 | 286 | 0.04% | — | 1606 | +1,980 | New | Q4 2025 | Jan 05, 2026 |
| Cooper Financial Group | History | Added to | 1,997 | 286 | 0.03% | 0.03% | 1605 | +97 | 5.11% | Q4 2025 | Jan 08, 2026 |
| LEIGH BALDWIN & CO., LLC | History | Reduced | 1,990 | 286 | 0.19% | 0.16% | 1604 | -43 | -2.12% | Q4 2025 | Feb 12, 2026 |
| Campbell Deegan Wealth Management, LLC | History | Added to | 1,981 | 284 | 0.23% | 0.25% | 1607 | +13 | 0.66% | Q4 2025 | Jan 22, 2026 |
| Adelphi Trust Co | History | New | 1,978 | 283 | 0.23% | — | 1609 | +1,978 | New | Q4 2025 | Jan 26, 2026 |
| Balance Wealth, LLC | History | New | 1,972 | 283 | 0.09% | — | 1608 | +1,972 | New | Q4 2025 | Jan 21, 2026 |
| Elmwood Wealth Management, Inc. | History | New | 1,971 | 282 | 0.09% | — | 1610 | +1,971 | New | Q4 2025 | Jan 08, 2026 |
| GRANDFIELD & DODD, LLC | History | No change | 1,994 | 281 | 0.02% | 0.02% | 1611 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Heritage Financial Services, LLC | History | Reduced | 1,953 | 280 | 0.02% | 0.06% | 1612 | -2,417 | -55.31% | Q4 2025 | Feb 02, 2026 |
| Strategic Wealth Investment Group, LLC | History | Reduced | 1,946 | 279 | 0.03% | 0.03% | 1614 | -699 | -26.43% | Q4 2025 | Feb 11, 2026 |
| WEIK CAPITAL MANAGEMENT | History | Reduced | 1,945 | 279 | 0.1% | 0.1% | 1613 | -30 | -1.52% | Q4 2025 | Feb 11, 2026 |
| Sankala Group LLC | History | New | 1,788 | 277 | 0.22% | — | 1617 | +1,788 | New | Q4 2025 | Mar 02, 2026 |
| Leading Edge Financial Planning LLC | History | Reduced | 1,931 | 277 | 0.06% | 0.07% | 1616 | -84 | -4.17% | Q4 2025 | Jan 21, 2026 |
| WealthPlan Investment Management, LLC | History | Added to | 1,932 | 277 | 0.02% | 0.02% | 1615 | +6 | 0.31% | Q4 2025 | Feb 05, 2026 |
| Dunhill Financial, LLC | History | Added to | 1,929 | 276 | 0.07% | 0.07% | 1618 | +1 | 0.05% | Q4 2025 | Jan 29, 2026 |
| Tripletail Wealth Management, LLC | History | No change | 1,930 | 276 | 0.35% | 0.32% | 1619 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Edgestream Partners, L.P. | History | New | 1,910 | 274 | 0.01% | — | 1620 | +1,910 | New | Q4 2025 | Feb 13, 2026 |
| Tanager Wealth Management LLP | History | Added to | 1,914 | 274 | 0.03% | 0.02% | 1624 | +370 | 23.96% | Q4 2025 | Jan 26, 2026 |
| DOVER ADVISORS, LLC | History | Reduced | 1,916 | 274 | 0.11% | 0.11% | 1625 | -51 | -2.59% | Q4 2025 | Feb 10, 2026 |
| Gibraltar Capital Management, Inc. | History | No change | 1,911 | 274 | 0.05% | 0.05% | 1621 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Clearwater Capital Advisors, LLC | History | No change | 1,914 | 274 | 0.02% | 0.02% | 1622 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| WestHill Financial Advisors, Inc. | History | No change | 1,914 | 274 | 0.05% | 0.05% | 1623 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Hopwood Financial Services, Inc. | History | No change | 1,914 | 274 | 0.19% | 0.18% | 1626 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Smith & Howard Wealth Management, LLC | History | No change | 1,908 | 273 | 0.06% | 0.06% | 1627 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Kingdom Financial Group LLC. | History | New | 1,897 | 272 | 0.08% | — | 1629 | +1,897 | New | Q4 2025 | Feb 06, 2026 |
| Ferguson Shapiro LLC | History | No change | 1,897 | 272 | 0.08% | 0.09% | 1628 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| CURA WEALTH ADVISORS, LLC | History | No change | 1,900 | 272 | 0.1% | 0.1% | 1630 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Sterling Wealth Advisors Inc | History | No change | 1,892 | 271 | 0.16% | 0.17% | 1631 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Investment Planning Advisors, Inc. | History | New | 1,886 | 270 | 0.08% | — | 1633 | +1,886 | New | Q4 2025 | Jan 20, 2026 |
| Garden State Investment Advisory Services LLC | History | Reduced | 1,881 | 270 | 0.06% | 0.09% | 1632 | -940 | -33.32% | Q4 2025 | Feb 17, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 1,881 | 269 | 0.08% | 0.25% | 1635 | +93 | 5.2% | Q4 2025 | Feb 17, 2026 |
| Perkins Coie Trust Co | History | No change | 1,880 | 269 | 0.05% | 0.05% | 1634 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Yanni & Associates Investment Advisors, LLC | History | New | 1,874 | 268 | 0.27% | — | 1642 | +1,874 | New | Q4 2025 | Feb 06, 2026 |
| West Branch Capital LLC | History | Reduced | 1,873 | 268 | 0.07% | 0.11% | 1638 | -1,054 | -36.01% | Q4 2025 | Jan 16, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Added to | 1,726 | 268 | 0.08% | 0.07% | 1640 | +299 | 20.95% | Q4 2025 | Feb 10, 2026 |
| REDW Wealth LLC | History | Added to | 1,874 | 268 | 0.1% | 0.1% | 1637 | +8 | 0.43% | Q4 2025 | Jan 28, 2026 |
| Sather Financial Group Inc | History | No change | 1,871 | 268 | 0.01% | 0.01% | 1636 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| McDonough Capital Management, Inc | History | No change | 1,869 | 268 | 0.13% | 0.13% | 1639 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| MINDSET WEALTH MANAGEMENT, LLC | History | No change | 1,873 | 268 | 0.07% | 0.07% | 1641 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Advisor Resource Council | History | New | 1,779 | 267 | 0.09% | — | 1644 | +1,779 | New | Q4 2025 | Feb 10, 2026 |
| G2 CAPITAL MANAGEMENT, LLC / OH | History | Reduced | 1,863 | 267 | 0.06% | 0.11% | 1646 | -1,152 | -38.21% | Q4 2025 | Jan 23, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 1,864 | 267 | 0.14% | 0.15% | 1648 | -1,008 | -35.1% | Q4 2025 | Feb 18, 2026 |
| MGB Wealth Management, LLC | History | Reduced | 1,853 | 267 | 0.08% | 0.07% | 1647 | -24 | -1.28% | Q4 2025 | Feb 17, 2026 |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | History | No change | 1,867 | 267 | 0.01% | 0.01% | 1643 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Prosperity Planning, Inc. | History | No change | 1,863 | 267 | 0.07% | 0.07% | 1645 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Caitlin John, LLC | History | Reduced | 1,846 | 264 | 0.17% | 0.19% | 1651 | -142 | -7.14% | Q4 2025 | Feb 18, 2026 |
| Second Line Capital, LLC | History | Added to | 1,844 | 264 | 0.05% | 0.05% | 1650 | +1 | 0.05% | Q4 2025 | Feb 17, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 1,840 | 264 | 0.01% | 0.01% | 1649 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| AlTi Global, Inc. | History | New | 1,836 | 263 | 0.01% | — | 1652 | +1,836 | New | Q4 2025 | Feb 13, 2026 |
| SWMG, LLC | History | No change | 1,697 | 263 | 0.07% | 0.07% | 1653 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| McKinley Carter Wealth Services, Inc. | History | New | 1,827 | 262 | 0.01% | — | 1654 | +1,827 | New | Q4 2025 | Feb 06, 2026 |
| ARS Wealth Advisors Group, LLC | History | Reduced | 1,829 | 262 | 0.02% | 0.03% | 1655 | -107 | -5.53% | Q4 2025 | Jan 12, 2026 |
| ETF Store, Inc. | History | Added to | 1,830 | 262 | 0.27% | 0.27% | 1656 | +12 | 0.66% | Q4 2025 | Jan 22, 2026 |
| Planning Center, Inc. | History | No change | 1,820 | 261 | 0.03% | 0.03% | 1657 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Capital Management Associates, Inc | History | No change | 1,825 | 261 | 0.06% | 0.07% | 1658 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Alpha Financial Partners, LLC | History | New | 1,816 | 260 | 0.16% | — | 1659 | +1,816 | New | Q4 2025 | Feb 10, 2026 |
| BAM Wealth Management, LLC | History | Added to | 1,805 | 259 | 0.19% | 0.18% | 1661 | +187 | 11.56% | Q4 2025 | Jan 20, 2026 |
| Founders Capital Management | History | Added to | 1,809 | 259 | 0.13% | 0.13% | 1660 | +5 | 0.28% | Q4 2025 | Jan 15, 2026 |
| Greenspring Advisors, LLC | History | New | 1,802 | 258 | 0.02% | — | 1663 | +1,802 | New | Q4 2025 | Feb 10, 2026 |
| Englebert Financial Advisers, LLC | History | New | 1,801 | 258 | 0.3% | — | 1665 | +1,801 | New | Q4 2025 | Feb 04, 2026 |
| Heritage Wealth Advisors | History | Reduced | 1,798 | 258 | 0.01% | 0.02% | 1662 | -1,799 | -50.01% | Q4 2025 | Feb 13, 2026 |
| Vawter Financial, Ltd. | History | No change | 1,800 | 258 | 0.11% | 0.11% | 1664 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | Added to | 1,792 | 257 | 0.11% | 0.11% | 1666 | +37 | 2.11% | Q4 2025 | Jan 30, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | No change | 1,791 | 257 | 0.04% | 0.04% | 1667 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| SILVER OAK WEALTH ADVISORS SERVICES, LLC | History | No change | 1,793 | 257 | 0.17% | 0.17% | 1668 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | Added to | 1,789 | 256 | 0.03% | 0.04% | 1671 | +23 | 1.3% | Q4 2025 | Jan 21, 2026 |
| MRA Advisory Group | History | Reduced | 1,784 | 256 | 0.11% | 0.11% | 1669 | -20 | -1.11% | Q4 2025 | Jan 16, 2026 |
| Koss-Olinger Consulting, LLC | History | Added to | 1,787 | 256 | 0.02% | 0.02% | 1670 | +16 | 0.9% | Q4 2025 | Feb 10, 2026 |
| Signature Equity Partners, LLC | History | New | 1,778 | 255 | 0.14% | — | 1677 | +1,778 | New | Q4 2025 | Feb 17, 2026 |
| PW Nova Financial Services LLC | History | New | 1,759 | 255 | 0.1% | — | 1678 | +1,759 | New | Q4 2025 | Apr 09, 2026 |
| A4 Wealth Advisors LLC | History | Reduced | 1,778 | 255 | 0.22% | 0.27% | 1676 | -489 | -21.57% | Q4 2025 | Feb 13, 2026 |
| Opal Wealth Advisors, LLC | History | Added to | 1,782 | 255 | 0.07% | 0.07% | 1673 | +18 | 1.02% | Q4 2025 | Jan 26, 2026 |
| RED CRANE WEALTH MANAGEMENT, LLC | History | Added to | 1,783 | 255 | 0.21% | 0.21% | 1672 | +8 | 0.45% | Q4 2025 | Feb 03, 2026 |
| MATRIX PRIVATE CAPITAL GROUP LLC | History | No change | 1,783 | 255 | 0.13% | 0.13% | 1674 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Financial Futures Ltd Liability Co. | History | No change | 1,779 | 255 | 0.12% | 0.12% | 1675 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Financial Freedom, LLC | History | Added to | 1,774 | 254 | 0.13% | 0.12% | 1679 | +10 | 0.57% | Q4 2025 | Feb 17, 2026 |
| ZynergyRetirementPlanningLLC | History | No change | 1,772 | 254 | 0.16% | 0.16% | 1680 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | Added to | 1,764 | 253 | 0.08% | 0.11% | 1683 | +4 | 0.23% | Q4 2025 | Jan 23, 2026 |
| PHILADELPHIA TRUST CO | History | No change | 1,765 | 253 | 0.02% | 0.02% | 1681 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Indiana Trust & Investment Management Co | History | No change | 1,769 | 253 | 0.07% | 0.08% | 1682 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Meriwether Wealth & Planning, LLC | History | No change | 1,766 | 253 | 0.14% | 0.14% | 1684 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Carroll Advisory Group, LLC | History | New | 1,762 | 252 | 0.11% | — | 1686 | +1,762 | New | Q4 2025 | Feb 09, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | No change | 1,757 | 252 | 0.01% | 0.01% | 1685 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Galvin, Gaustad & Stein, LLC | History | No change | 1,750 | 251 | 0.02% | 0.02% | 1687 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Monument Group Wealth Advisors, LLC | History | No change | 1,750 | 251 | 0.14% | 0.14% | 1688 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| MARIPAU WEALTH MANAGEMENT LLC | History | New | 1,743 | 250 | 0.11% | — | 1689 | +1,743 | New | Q4 2025 | Feb 17, 2026 |
| FLP Wealth Management, LLC | History | Added to | 7,463 | 249 | 0.59% | 0.64% | 1692 | +5,840 | 359.83% | Q4 2025 | Jan 20, 2026 |
| FORTEM FINANCIAL GROUP, LLC | History | Added to | 1,736 | 249 | 0.07% | 0.06% | 1690 | +136 | 8.5% | Q4 2025 | Feb 04, 2026 |
| Plan Group Financial, LLC | History | No change | 1,736 | 249 | 0.06% | 0.07% | 1691 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| PRINCETON CAPITAL MANAGEMENT LLC | History | No change | 1,730 | 248 | 0.06% | 0.07% | 1693 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | No change | 1,729 | 248 | 0.02% | 0.02% | 1694 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| True North Advisors, LLC | History | New | 1,721 | 247 | 0.03% | — | 1695 | +1,721 | New | Q4 2025 | Jan 22, 2026 |
| Unified Investment Management | History | No change | 1,716 | 246 | 0.25% | 0.24% | 1696 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Kestra Investment Management, LLC | History | Reduced | 1,713 | 245 | 0.01% | 0.01% | 1697 | -94 | -5.2% | Q4 2025 | Feb 09, 2026 |
| Meridian Wealth Partners, LLC | History | Added to | 1,700 | 243 | 0.03% | 0.03% | 1699 | +100 | 6.25% | Q4 2025 | Feb 13, 2026 |
| RiverFront Investment Group, LLC | History | No change | 1,700 | 243 | 0.0% | 0.0% | 1698 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Nadler Financial Group, Inc. | History | No change | 1,691 | 242 | 0.02% | 0.02% | 1700 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| MA Private Wealth | History | No change | 1,687 | 242 | 0.04% | 0.04% | 1701 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| 626 Financial, LLC | History | No change | 1,686 | 241 | 0.1% | 0.1% | 1702 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Noble Family Wealth, LLC | History | No change | 1,685 | 241 | 0.05% | 0.05% | 1703 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Reduced | 1,678 | 240 | 0.01% | 0.01% | 1704 | -120 | -6.67% | Q4 2025 | Jan 12, 2026 |
| Everhart Financial Group, Inc. | History | No change | 1,673 | 240 | 0.02% | 0.02% | 1705 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Evolution Advisers, Inc. | History | No change | 1,678 | 240 | 0.1% | 0.11% | 1706 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| BWM Planning, LLC | History | New | 1,668 | 239 | 0.06% | — | 1707 | +1,668 | New | Q4 2025 | Jan 14, 2026 |
| Security Financial Services, INC. | History | Added to | 1,663 | 238 | 0.04% | 0.04% | 1710 | +87 | 5.52% | Q4 2025 | Jan 27, 2026 |
| Van Cleef Asset Management,Inc | History | No change | 1,663 | 238 | 0.02% | 0.02% | 1708 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Blume Capital Management, Inc. | History | No change | 1,660 | 238 | 0.04% | 0.04% | 1709 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Hamilton Point Investment Advisors, LLC | History | New | 1,648 | 236 | 0.04% | — | 1711 | +1,648 | New | Q4 2025 | Feb 12, 2026 |
| Peachtree Investment Partners, LLC | History | Added to | 1,649 | 236 | 0.08% | 0.08% | 1712 | +8 | 0.49% | Q4 2025 | Feb 11, 2026 |
| Stone House Investment Management, LLC | History | Added to | 1,637 | 235 | 0.04% | 0.03% | 1714 | +466 | 39.8% | Q4 2025 | Jan 21, 2026 |
| KW WEALTH MANAGEMENT LLC | History | Reduced | 1,640 | 235 | 0.36% | 0.42% | 1715 | -100 | -5.75% | Q4 2025 | Feb 25, 2026 |
| TruNorth Capital Management, LLC | History | No change | 1,638 | 235 | 0.04% | 0.05% | 1713 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Colter Lewis Investment Partners LLC | History | New | 1,631 | 234 | 0.27% | — | 1717 | +1,631 | New | Q4 2025 | Feb 17, 2026 |
| Lansing Street Advisors | History | Added to | 1,632 | 234 | 0.06% | 0.06% | 1716 | +10 | 0.62% | Q4 2025 | Jan 26, 2026 |
| Security National Bank | History | Reduced | 1,630 | 233 | 0.03% | 0.08% | 1719 | -1,941 | -54.35% | Q4 2025 | Feb 05, 2026 |
| PACIFIC FINANCIAL GROUP INC | History | New | 1,628 | 233 | 0.13% | — | 1718 | +1,628 | New | Q4 2025 | Feb 17, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Reduced | 1,625 | 233 | 0.01% | 0.01% | 1720 | -509 | -23.85% | Q4 2025 | Feb 13, 2026 |
| Atlatl Advisers LLC | History | Added to | 1,621 | 232 | 0.09% | 0.09% | 1721 | +28 | 1.76% | Q4 2025 | Feb 09, 2026 |
| Seelaus Asset Management LLC | History | Added to | 1,614 | 231 | 0.18% | 0.17% | 1722 | +50 | 3.2% | Q4 2025 | Feb 04, 2026 |
| Crewe Advisors LLC | History | No change | 1,603 | 230 | 0.02% | 0.02% | 1723 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Twin Tree Management, LP | History | Reduced | 1,600 | 229 | 0.0% | 0.17% | 1724 | -281,500 | -99.43% | Q4 2025 | Feb 11, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Reduced | 1,596 | 229 | 0.07% | 0.07% | 1725 | -96 | -5.67% | Q4 2025 | Feb 11, 2026 |
| First Western Trust Bank | History | New | 1,590 | 228 | 0.01% | — | 1726 | +1,590 | New | Q4 2025 | Feb 12, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | Added to | 1,595 | 228 | 0.13% | 0.13% | 1727 | +3 | 0.19% | Q4 2025 | Feb 17, 2026 |
| Avantra Family Wealth, Inc. | History | Added to | 1,579 | 226 | 0.16% | 0.16% | 1729 | +61 | 4.02% | Q4 2025 | Jan 21, 2026 |
| PRESILIUM PRIVATE WEALTH, LLC | History | Reduced | 1,580 | 226 | 0.04% | 0.04% | 1731 | -20 | -1.25% | Q4 2025 | Jan 13, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 1,588 | 226 | 0.07% | 0.08% | 1728 | +2 | 0.13% | Q4 2025 | Feb 10, 2026 |
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT | History | Reduced | 1,575 | 226 | 0.08% | 0.08% | 1732 | -2 | -0.13% | Q4 2025 | Jan 27, 2026 |
| Clarus Group, Inc. | History | No change | 1,575 | 226 | 0.08% | 0.08% | 1730 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Brindle & Bay Financial Advisors, LLC | History | New | 1,574 | 225 | 0.15% | — | 1734 | +1,574 | New | Q4 2025 | Jan 29, 2026 |
| Beacon Capital Management, LLC | History | Added to | 1,572 | 225 | 0.03% | 0.03% | 1733 | +6 | 0.38% | Q4 2025 | Feb 13, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | New | 1,565 | 224 | 0.02% | — | 1737 | +1,565 | New | Q4 2025 | Jan 28, 2026 |
| Gradient Investments LLC | History | Reduced | 1,565 | 224 | 0.0% | 0.01% | 1736 | -1,163 | -42.63% | Q4 2025 | Jan 08, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 1,552 | 224 | 0.02% | 0.02% | 1735 | -115 | -6.9% | Q4 2025 | Jan 15, 2026 |
| CHAPIN DAVIS, INC. | History | No change | 1,555 | 223 | 0.05% | 0.05% | 1738 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| LFA - Lugano Financial Advisors SA | History | No change | 1,555 | 223 | 0.12% | 0.12% | 1739 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| POTENTIA WEALTH | History | No change | 1,554 | 223 | 0.08% | 0.08% | 1740 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Claro Advisors Inc. | History | New | 1,541 | 221 | 0.03% | — | 1741 | +1,541 | New | Q4 2025 | Feb 17, 2026 |
| Dana Investment Advisors, Inc. | History | New | 1,539 | 220 | 0.01% | — | 1742 | +1,539 | New | Q4 2025 | Feb 05, 2026 |
| Vericrest Private Wealth | History | New | 1,533 | 220 | 0.2% | — | 1744 | +1,533 | New | Q4 2025 | Mar 12, 2026 |
| JEPPSON WEALTH MANAGEMENT, LLC | History | No change | 1,538 | 220 | 0.07% | 0.07% | 1743 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| BOS Asset Management, LLC | History | No change | 1,534 | 220 | 0.06% | 0.06% | 1745 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Accredited Investors Inc. | History | Reduced | 1,522 | 218 | 0.01% | 0.01% | 1746 | -325 | -17.6% | Q4 2025 | Feb 05, 2026 |
| High Falls Advisors, Inc | History | Reduced | 1,525 | 218 | 0.04% | 0.05% | 1747 | -58 | -3.66% | Q4 2025 | Feb 18, 2026 |
| Headland Capital, LLC | History | Added to | 1,517 | 217 | 0.06% | 0.06% | 1749 | +2 | 0.13% | Q4 2025 | Jan 28, 2026 |
| COLUMBIA ADVISORY PARTNERS LLC | History | No change | 1,516 | 217 | 0.15% | 0.15% | 1748 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Strait & Sound Wealth Management LLC | History | Reduced | 1,508 | 216 | 0.08% | 0.08% | 1750 | -62 | -3.95% | Q4 2025 | Feb 04, 2026 |
| Brucke Financial, Inc. | History | Added to | 1,510 | 216 | 0.12% | 0.12% | 1751 | +10 | 0.67% | Q4 2025 | Jan 12, 2026 |
| STERLING INVESTMENT MANAGEMENT, LLC | History | No change | 1,500 | 215 | 0.12% | 0.13% | 1752 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Atlas Brown,Inc. | History | New | 1,495 | 214 | 0.06% | — | 1753 | +1,495 | New | Q4 2025 | Jan 09, 2026 |
| Ridge Creek Global, Inc | History | New | 1,495 | 214 | 0.18% | — | 1755 | +1,495 | New | Q4 2025 | Feb 13, 2026 |
| Elwood & Goetz Wealth Advisory Group, LLC | History | No change | 1,495 | 214 | 0.04% | 0.04% | 1754 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Sensible Money, LLC | History | New | 1,490 | 213 | 0.07% | — | 1757 | +1,490 | New | Q4 2025 | Feb 09, 2026 |
| Harvest Investment Services, LLC | History | Added to | 1,485 | 213 | 0.04% | 0.04% | 1756 | +2 | 0.13% | Q4 2025 | Feb 17, 2026 |
| WealthShield Partners, LLC | History | New | 1,478 | 212 | 0.02% | — | 1758 | +1,478 | New | Q4 2025 | Feb 03, 2026 |
| Frazier Financial Advisors, LLC | History | Added to | 1,478 | 212 | 0.13% | 0.13% | 1759 | +10 | 0.68% | Q4 2025 | Feb 09, 2026 |
| Topsail Wealth Management, LLC | History | No change | 1,479 | 212 | 0.03% | 0.04% | 1760 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Arta Finance Wealth Management LLC | History | New | 1,471 | 211 | 0.11% | — | 1764 | +1,471 | New | Q4 2025 | Jan 20, 2026 |
| DMKC Advisory Services, LLC | History | Added to | 1,471 | 211 | 0.09% | 0.1% | 1762 | +3 | 0.2% | Q4 2025 | Jan 30, 2026 |
| MBL Wealth, LLC | History | No change | 1,476 | 211 | 0.02% | 0.02% | 1761 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 1,476 | 211 | 0.02% | 0.02% | 1763 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| CERTUITY, LLC | History | New | 1,464 | 210 | 0.01% | — | 1766 | +1,464 | New | Q4 2025 | Jan 30, 2026 |
| Capasso Planning Partners LLC | History | Reduced | 1,464 | 210 | 0.12% | 0.13% | 1767 | -36 | -2.4% | Q4 2025 | Feb 17, 2026 |
| Level Wealth Management LLC | History | Added to | 1,467 | 210 | 0.11% | 0.11% | 1768 | +7 | 0.48% | Q4 2025 | Feb 02, 2026 |
| ALERUS FINANCIAL NA | History | No change | 1,467 | 210 | 0.01% | 0.01% | 1765 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Berkeley, Inc | History | No change | 1,466 | 210 | 0.07% | 0.07% | 1769 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Sun Group Wealth Partners | History | New | 1,462 | 209 | 0.17% | — | 1772 | +1,462 | New | Q4 2025 | Feb 17, 2026 |
| Financial Synergies Wealth Advisors, Inc. | History | New | 1,460 | 209 | 0.02% | — | 1771 | +1,460 | New | Q4 2025 | Feb 06, 2026 |
| WBH ADVISORY INC | History | No change | 1,458 | 209 | 0.02% | 0.02% | 1770 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Strategies Wealth Advisors, LLC | History | Reduced | 1,450 | 208 | 0.02% | 0.02% | 1774 | -49 | -3.27% | Q4 2025 | Feb 13, 2026 |
| Base Wealth Management LLC | History | Reduced | 1,453 | 208 | 0.11% | 0.12% | 1776 | -4 | -0.27% | Q4 2025 | Jan 21, 2026 |
| SkyOak Wealth, LLC | History | No change | 1,455 | 208 | 0.04% | 0.04% | 1773 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Rockwood Wealth Management, LLC | History | No change | 1,452 | 208 | 0.02% | 0.02% | 1775 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| North Capital, Inc. | History | Added to | 1,449 | 207 | 0.18% | 0.16% | 1777 | +6 | 0.42% | Q4 2025 | Feb 18, 2026 |
| marrick wealth, LLC | History | New | 1,442 | 206 | 0.17% | — | 1784 | +1,442 | New | Q4 2025 | Feb 13, 2026 |
| Alternative Investment Advisors, LLC. | History | New | 1,434 | 206 | 0.09% | — | 1781 | +1,434 | New | Q4 2025 | Feb 24, 2026 |
| Acorn Wealth Advisors, LLC | History | Reduced | 1,438 | 206 | 0.06% | 0.07% | 1778 | -235 | -14.05% | Q4 2025 | Feb 10, 2026 |
| GK Wealth Management LLC | History | Reduced | 1,439 | 206 | 0.14% | 0.16% | 1783 | -102 | -6.62% | Q4 2025 | Jan 05, 2026 |
| Altus Wealth Group LLC | History | Added to | 1,436 | 206 | 0.08% | 0.08% | 1780 | +1 | 0.07% | Q4 2025 | Feb 13, 2026 |
| Enclave Advisors LLC | History | No change | 1,439 | 206 | 0.03% | 0.03% | 1779 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| North Forty Two & Co. | History | No change | 1,436 | 206 | 0.19% | 0.2% | 1782 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Paradigm, Strategies in Wealth Management, LLC | History | New | 1,431 | 205 | 0.13% | — | 1787 | +1,431 | New | Q4 2025 | Jan 22, 2026 |
| Fluent Financial, LLC | History | No change | 1,432 | 205 | 0.08% | 0.08% | 1785 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Legacy Financial Strategies, LLC | History | No change | 1,430 | 205 | 0.04% | 0.04% | 1786 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Eley Financial Management, Inc | History | No change | 1,432 | 205 | 0.07% | 0.07% | 1788 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| TRED AVON FAMILY WEALTH, LLC | History | New | 1,428 | 204 | 0.07% | — | 1792 | +1,428 | New | Q4 2025 | Jan 27, 2026 |
| WPG Advisers, LLC | History | Added to | 1,422 | 204 | 0.15% | 0.15% | 1791 | +29 | 2.08% | Q4 2025 | Jan 28, 2026 |
| Private Wealth Partners, LLC | History | No change | 1,423 | 204 | 0.01% | 0.01% | 1789 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| CORA CAPITAL ADVISORS LLC | History | No change | 1,428 | 204 | 0.08% | 0.09% | 1790 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Retirement Planning Group, LLC | History | New | 1,417 | 203 | 0.01% | — | 1793 | +1,417 | New | Q4 2025 | Feb 03, 2026 |
| Sloy Dahl & Holst, LLC | History | New | 1,415 | 203 | 0.02% | — | 1794 | +1,415 | New | Q4 2025 | Feb 04, 2026 |
| Compton Wealth Advisory Group, LLC | History | New | 1,403 | 201 | 0.04% | — | 1795 | +1,403 | New | Q4 2025 | Jan 13, 2026 |
| DeLarme Wealth Management, Inc. | History | New | 1,398 | 200 | 0.14% | — | 1799 | +1,398 | New | Q4 2025 | Jan 26, 2026 |
| Oxbow Advisors, LLC | History | New | 1,397 | 200 | 0.02% | — | 1797 | +1,397 | New | Q4 2025 | Feb 04, 2026 |
| PRIVATE MANAGEMENT GROUP INC | History | New | 1,396 | 200 | 0.01% | — | 1796 | +1,396 | New | Q4 2025 | Feb 12, 2026 |
| Northwest Quadrant Wealth Management, LLC | History | Reduced | 1,397 | 200 | 0.04% | 0.05% | 1798 | -169 | -10.79% | Q4 2025 | Jan 23, 2026 |
| Tacita Capital Inc | History | No change | 1,390 | 199 | 0.12% | 0.12% | 1800 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Rialto Wealth Management, LLC | History | No change | 1,389 | 199 | 0.05% | 0.05% | 1801 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| ORG Partners LLC | History | No change | 1,369 | 196 | 0.03% | 0.04% | 1802 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Grove Bank & Trust | History | No change | 1,364 | 195 | 0.02% | 0.02% | 1803 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Strive Financial Group ,LLC | History | New | 1,354 | 194 | 0.1% | — | 1805 | +1,354 | New | Q4 2025 | Feb 18, 2026 |
| CITY HOLDING CO | History | No change | 1,357 | 194 | 0.02% | 0.02% | 1804 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Cornerstone Planning Group LLC | History | Reduced | 1,284 | 190 | 0.03% | 6.6% | 1806 | -525,378 | -99.76% | Q4 2025 | Feb 02, 2026 |
| LGT Financial Advisors LLC | History | Reduced | 1,314 | 188 | 1.15% | 0.4% | 1808 | -13 | -0.98% | Q4 2025 | Feb 13, 2026 |
| Silicon Valley Capital Partners | History | Added to | 1,316 | 188 | 0.02% | 0.02% | 1807 | +8 | 0.61% | Q4 2025 | Feb 13, 2026 |
| Newton One Investments LLC | History | No change | 1,288 | 184 | 0.05% | 0.05% | 1809 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Hara Capital LLC | History | No change | 1,276 | 183 | 0.1% | 0.11% | 1810 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Pinnacle Bancorp, Inc. | History | Reduced | 1,234 | 177 | 0.05% | 0.05% | 1812 | -30 | -2.37% | Q4 2025 | Jan 22, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 1,239 | 177 | 0.01% | 0.01% | 1811 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | Added to | 1,207 | 173 | 0.05% | 0.0% | 1813 | +1,178 | 4062.07% | Q4 2025 | Jan 28, 2026 |
| ENTRUST FINANCIAL LLC | History | New | 1,196 | 171 | 0.13% | — | 1814 | +1,196 | New | Q4 2025 | Feb 06, 2026 |
| Laurel Wealth Advisors LLC | History | New | 1,176 | 168 | 0.02% | — | 1815 | +1,176 | New | Q4 2025 | Jan 30, 2026 |
| Sachetta, LLC | History | Reduced | 1,170 | 167 | 0.09% | 0.06% | 1816 | -50 | -4.1% | Q4 2025 | Feb 02, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | Reduced | 1,117 | 160 | 0.11% | 0.19% | 1817 | -1,020 | -47.73% | Q4 2025 | Feb 10, 2026 |
| Global Trust Asset Management, LLC | History | Reduced | 1,062 | 152 | 0.06% | 0.15% | 1818 | -1,349 | -55.95% | Q4 2025 | Jan 20, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | Added to | 1,048 | 150 | 0.01% | 0.01% | 1819 | +412 | 64.78% | Q4 2025 | Feb 09, 2026 |
| MTM Investment Management, LLC | History | No change | 1,045 | 149 | 0.05% | 0.05% | 1820 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Abound Wealth Management | History | Added to | 1,031 | 148 | 0.03% | 0.03% | 1821 | +270 | 35.48% | Q4 2025 | Jan 12, 2026 |
| ESL Trust Services, LLC | History | No change | 1,000 | 143 | 0.03% | 0.03% | 1822 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| GAMMA Investing LLC | History | Added to | 977 | 140 | 0.01% | 0.0% | 1825 | +514 | 111.02% | Q4 2025 | Jan 05, 2026 |
| Stelac Advisory Services LLC | History | No change | 979 | 140 | 0.05% | 0.05% | 1823 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| TSFG, LLC | History | No change | 972 | 140 | 0.02% | 0.02% | 1824 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| J.Safra Asset Management Corp | History | No change | 964 | 138 | 0.01% | 0.01% | 1826 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 956 | 137 | 0.01% | 0.01% | 1827 | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 892 | 127 | 0.04% | 0.04% | 1828 | -25 | -2.73% | Q4 2025 | Jan 23, 2026 |
| BLUELINE ADVISORS LLC | History | New | 882 | 126 | 0.1% | — | 1829 | +882 | New | Q4 2025 | Feb 10, 2026 |
| BALLAST ADVISORS LLC | History | Added to | 868 | 124 | 0.03% | 0.03% | 1830 | +66 | 8.23% | Q4 2025 | Feb 03, 2026 |
| Kentucky Trust Co | History | No change | 861 | 123 | 0.07% | 0.07% | 1831 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Added to | 843 | 120 | 0.1% | 0.06% | 1832 | +390 | 86.09% | Q4 2025 | Feb 10, 2026 |
| Tidemark, LLC | History | No change | 831 | 119 | 0.03% | 0.03% | 1833 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| TCTC Holdings, LLC | History | No change | 781 | 112 | 0.0% | 0.0% | 1834 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| WFA of San Diego, LLC | History | No change | 775 | 111 | 0.08% | 0.07% | 1835 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| JDM Financial Group LLC | History | No change | 777 | 111 | 0.04% | 0.05% | 1836 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| GRANVILLE CAPITAL, INC. | History | New | 760 | 109 | 0.06% | — | 1837 | +760 | New | Q4 2025 | Feb 13, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 759 | 108 | 0.01% | 0.0% | 1838 | +487 | 179.04% | Q4 2025 | Feb 13, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 750 | 107 | 0.01% | — | 1839 | +750 | New | Q4 2025 | Feb 13, 2026 |
| Cascades Capital Asset Management, LLC | History | No change | 745 | 106 | 0.04% | 0.05% | 1840 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| eCIO, Inc. | History | New | 725 | 104 | 0.05% | — | 1841 | +725 | New | Q4 2025 | Jan 20, 2026 |
| Accent Capital Management, LLC | History | Added to | 719 | 103 | 0.04% | 0.01% | 1843 | +605 | 530.7% | Q4 2025 | Feb 09, 2026 |
| Darwin Wealth Management, LLC | History | Reduced | 722 | 103 | 0.03% | 0.04% | 1842 | -121 | -14.35% | Q4 2025 | Jan 22, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 707 | 101 | 0.02% | 0.02% | 1844 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Miller Capital Partners, Inc. | History | New | 695 | 99 | 0.05% | — | 1846 | +695 | New | Q4 2025 | Feb 17, 2026 |
| Ankerstar Wealth, LLC | History | New | 693 | 99 | 0.1% | — | 1845 | +693 | New | Q4 2025 | Feb 12, 2026 |
| Hurley Capital, LLC | History | Added to | 677 | 97 | 0.05% | 0.05% | 1847 | +79 | 13.21% | Q4 2025 | Feb 17, 2026 |
| CDKV HOLDINGS LLC | History | New | 634 | 90 | 0.08% | — | 1848 | +634 | New | Q4 2025 | Feb 17, 2026 |
| REAP Financial Group, LLC | History | Added to | 614 | 88 | 0.02% | 0.0% | 1849 | +503 | 453.15% | Q4 2025 | Feb 10, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Added to | 607 | 87 | 0.03% | 0.04% | 1850 | +462 | 318.62% | Q4 2025 | Jan 20, 2026 |
| Noble Wealth Management PBC | History | Added to | 608 | 87 | 0.04% | 0.05% | 1852 | +4 | 0.66% | Q4 2025 | Jan 05, 2026 |
| Bell Investment Advisors, Inc | History | No change | 611 | 87 | 0.01% | 0.01% | 1851 | 0 | 0.0% | Q4 2025 | Feb 24, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 594 | 85 | 0.07% | — | 1853 | +594 | New | Q4 2025 | Feb 10, 2026 |
| Smallwood Wealth Investment Management, LLC | History | Added to | 580 | 83 | 0.04% | 0.04% | 1854 | +30 | 5.45% | Q4 2025 | Jan 23, 2026 |
| Versant Capital Management, Inc | History | New | 577 | 82 | 0.01% | — | 1855 | +577 | New | Q4 2025 | Jan 08, 2026 |
| Osbon Capital Management LLC | History | New | 566 | 81 | 0.08% | — | 1857 | +566 | New | Q4 2025 | Mar 16, 2026 |
| Bay Harbor Wealth Management, LLC | History | No change | 566 | 81 | 0.02% | 0.02% | 1856 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Elevated Capital Advisors, LLC | History | Reduced | 559 | 80 | 0.02% | 0.08% | 1859 | -1,798 | -76.28% | Q4 2025 | Jan 27, 2026 |
| ALLIANZ SE | History | No change | 560 | 80 | 0.0% | 0.0% | 1858 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | New | 555 | 79 | 0.06% | — | 1861 | +555 | New | Q4 2025 | Mar 05, 2026 |
| Missouri Trust & Investment Co | History | No change | 556 | 79 | 0.02% | 0.02% | 1860 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| New Millennium Group LLC | History | Reduced | 538 | 77 | 0.03% | 0.03% | 1862 | -5 | -0.92% | Q4 2025 | Feb 06, 2026 |
| Hilltop National Bank | History | No change | 542 | 77 | 0.02% | 0.02% | 1863 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Bank of New Hampshire | History | New | 532 | 76 | 0.02% | — | 1864 | +532 | New | Q4 2025 | Mar 16, 2026 |
| Rakuten Securities, Inc. | History | Reduced | 529 | 75 | 0.02% | 0.09% | 1866 | -1,226 | -69.86% | Q4 2025 | Jan 29, 2026 |
| Clarity Asset Management, Inc. | History | Added to | 524 | 75 | 0.04% | 0.04% | 1865 | +3 | 0.58% | Q4 2025 | Feb 13, 2026 |
| Raleigh Capital Management Inc. | History | New | 520 | 74 | 0.03% | — | 1867 | +520 | New | Q4 2025 | Jan 21, 2026 |
| Lodestone Wealth Management LLC | History | New | 514 | 73 | 0.03% | — | 1868 | +514 | New | Q4 2025 | Jan 15, 2026 |
| Quattro Advisors LLC | History | New | 512 | 73 | 0.06% | — | 1870 | +512 | New | Q4 2025 | Feb 13, 2026 |
| CGC Financial Services, LLC | History | No change | 509 | 73 | 0.02% | 0.02% | 1869 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 508 | 72 | 0.0% | 0.0% | 1871 | +2 | 0.4% | Q4 2025 | Feb 20, 2026 |
| Financial Connections Group, Inc. | History | No change | 502 | 72 | 0.02% | 0.03% | 1872 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | Added to | 497 | 71 | 0.04% | 0.02% | 1873 | +209 | 72.57% | Q4 2025 | Feb 18, 2026 |
| Basepoint Wealth LLC | History | New | 473 | 67 | 0.04% | — | 1877 | +473 | New | Q4 2025 | Feb 10, 2026 |
| Portfolio Resources Advisor Group, Inc. | History | New | 472 | 67 | 0.07% | — | 1875 | +472 | New | Q4 2025 | Feb 13, 2026 |
| Ransom Advisory, Ltd | History | New | 471 | 67 | 0.03% | — | 1876 | +471 | New | Q4 2025 | Jan 06, 2026 |
| Kimelman & Baird, LLC | History | Reduced | 469 | 67 | 0.01% | 0.01% | 1874 | -185 | -28.29% | Q4 2025 | Feb 06, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 450 | 64 | 0.01% | 0.01% | 1878 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Washington Trust Advisors, Inc. | History | No change | 447 | 64 | 0.0% | 0.0% | 1879 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Litman Gregory Wealth Management LLC | History | New | 435 | 62 | 0.0% | — | 1880 | +435 | New | Q4 2025 | Feb 12, 2026 |
| CNB Bank | History | No change | 438 | 62 | 0.03% | 0.03% | 1881 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Gen-Wealth Partners Inc | History | No change | 432 | 62 | 0.02% | 0.02% | 1882 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Hughes Financial Services, LLC | History | No change | 432 | 62 | 0.01% | 0.01% | 1883 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Pacifica Partners Inc. | History | Reduced | 426 | 61 | 0.03% | 0.02% | 1884 | -48 | -10.13% | Q4 2025 | Jan 09, 2026 |
| West Financial Advisors, LLC | History | No change | 427 | 61 | 0.01% | 0.01% | 1885 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| CrossGen Wealth, LLC | History | New | 417 | 59 | 0.05% | — | 1889 | +417 | New | Q4 2025 | Feb 19, 2026 |
| Graney & King, LLC | History | Added to | 417 | 59 | 0.03% | 0.04% | 1888 | +2 | 0.48% | Q4 2025 | Feb 13, 2026 |
| Creative Capital Management Investments LLC | History | No change | 413 | 59 | 0.02% | 0.02% | 1886 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Winthrop Capital Management, LLC | History | No change | 409 | 59 | 0.01% | 0.01% | 1887 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Harbor Asset Planning, Inc. | History | Reduced | 398 | 57 | 0.05% | 0.11% | 1890 | -465 | -53.88% | Q4 2025 | Jan 26, 2026 |
| Sunrise Financial Services, LLC | History | New | 382 | 54 | 0.04% | — | 1892 | +382 | New | Q4 2025 | Feb 11, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 380 | 54 | 0.04% | 0.04% | 1891 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| Corsicana & Co. | History | No change | 375 | 53 | 0.03% | 0.03% | 1893 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Reduced | 364 | 52 | 0.01% | 0.03% | 1894 | -371 | -50.48% | Q4 2025 | Jan 15, 2026 |
| Barnes Dennig Private Wealth Management LLC | History | No change | 364 | 52 | 0.05% | 0.05% | 1895 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Minot DeBlois Advisors LLC | History | Reduced | 350 | 50 | 0.04% | 0.06% | 1896 | -149 | -29.86% | Q4 2025 | Feb 13, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 350 | 50 | 0.01% | 0.01% | 1897 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| OBSIDIAN CIO, LLC | History | Reduced | 344 | 49 | 0.07% | 0.07% | 1898 | -3,433 | -90.89% | Q4 2025 | Feb 18, 2026 |
| IAG Wealth Partners, LLC | History | Added to | 339 | 48 | 0.01% | 0.01% | 1901 | +29 | 9.35% | Q4 2025 | Feb 10, 2026 |
| Tradewinds Capital Management, LLC | History | Added to | 338 | 48 | 0.01% | 0.01% | 1900 | +2 | 0.6% | Q4 2025 | Jan 14, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | No change | 340 | 48 | 0.0% | 0.0% | 1899 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| FINANCIAL CONSULATE, INC | History | Reduced | 329 | 47 | 0.01% | 0.02% | 1903 | -442 | -57.33% | Q4 2025 | Jan 22, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Added to | 334 | 47 | 0.01% | 0.01% | 1902 | +10 | 3.09% | Q4 2025 | Feb 09, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | No change | 307 | 44 | 0.0% | 0.0% | 1904 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| DecisionPoint Financial, LLC | History | New | 305 | 43 | 0.01% | — | 1905 | +305 | New | Q4 2025 | Jan 29, 2026 |
| SJS Investment Consulting Inc. | History | Reduced | 294 | 42 | 0.01% | 0.01% | 1906 | -28 | -8.7% | Q4 2025 | Jan 21, 2026 |
| Clayton Financial Group LLC | History | No change | 294 | 42 | 0.02% | 0.03% | 1907 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Nova Wealth Management, Inc. | History | Added to | 289 | 41 | 0.03% | 0.03% | 1909 | +29 | 11.15% | Q4 2025 | Jan 14, 2026 |
| Ulland Investment Advisors, LLC | History | No change | 285 | 41 | 0.03% | 0.03% | 1908 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| IFC & Insurance Marketing, Inc. | History | New | 280 | 40 | 0.04% | — | 1912 | +280 | New | Q4 2025 | Feb 12, 2026 |
| WINNOW WEALTH LLC | History | Reduced | 284 | 40 | 0.03% | 0.04% | 1911 | -95 | -25.07% | Q4 2025 | Feb 11, 2026 |
| RESOURCES MANAGEMENT CORP /CT/ /ADV | History | No change | 276 | 40 | 0.01% | 0.01% | 1910 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| LRI Investments, LLC | History | Added to | 250 | 35 | 0.0% | 0.0% | 1914 | +200 | 400.0% | Q4 2025 | Feb 04, 2026 |
| Front Row Advisors LLC | History | No change | 250 | 35 | 0.01% | 0.01% | 1913 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| TFC Financial Management, Inc. | History | Reduced | 237 | 33 | 0.0% | 0.04% | 1916 | -1,851 | -88.65% | Q4 2025 | Jan 23, 2026 |
| FIRST UNITED BANK & TRUST | History | No change | 230 | 33 | 0.01% | 0.01% | 1915 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Newbridge Financial Services Group, Inc. | History | No change | 237 | 33 | 0.01% | 0.0% | 1917 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Byrne Asset Management LLC | History | Added to | 229 | 32 | 0.02% | 0.02% | 1919 | +2 | 0.88% | Q4 2025 | Jan 12, 2026 |
| Stonehage Fleming Financial Services Holdings Ltd | History | No change | 223 | 32 | 0.0% | 0.0% | 1918 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| American Capital Advisory, LLC | History | No change | 216 | 31 | 0.01% | 0.01% | 1920 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Nemes Rush Group LLC | History | Reduced | 204 | 29 | 0.0% | 0.03% | 1921 | -1,736 | -89.48% | Q4 2025 | Feb 11, 2026 |
| Dorato Capital Management | History | New | 200 | 29 | 0.02% | — | 1922 | +200 | New | Q4 2025 | Jan 16, 2026 |
| ATWOOD & PALMER INC | History | Added to | 199 | 28 | 0.0% | 0.0% | 1923 | +2 | 1.02% | Q4 2025 | Jan 28, 2026 |
| Coston, McIsaac & Partners | History | Added to | 196 | 28 | 0.01% | 0.01% | 1925 | +1 | 0.51% | Q4 2025 | Feb 03, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 200 | 28 | 0.0% | 0.0% | 1924 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | No change | 184 | 26 | 0.01% | 0.01% | 1926 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Horrell Capital Management, Inc. | History | No change | 185 | 26 | 0.01% | 0.01% | 1927 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 177 | 25 | 0.01% | — | 1929 | +177 | New | Q4 2025 | Feb 06, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | Reduced | 177 | 25 | 0.0% | 0.0% | 1928 | -128 | -41.97% | Q4 2025 | Feb 12, 2026 |
| ORG Wealth Partners, LLC | History | No change | 170 | 24 | 0.01% | 0.01% | 1930 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | New | 167 | 23 | 0.0% | — | 1931 | +167 | New | Q4 2025 | Feb 11, 2026 |
| Clearstead Trust, LLC | History | No change | 157 | 22 | 0.0% | 0.0% | 1932 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Aventus Investment Advisors, Inc. | History | No change | 155 | 22 | 0.02% | 0.02% | 1933 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| McIlrath & Eck, LLC | History | No change | 150 | 21 | 0.0% | 0.0% | 1934 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Running Point Capital Advisors, LLC | History | No change | 150 | 21 | 0.01% | 0.01% | 1935 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | No change | 147 | 21 | 0.01% | 0.01% | 1936 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Centennial Bank/AR/ | History | No change | 153 | 21 | 0.01% | 0.01% | 1937 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 140 | 20 | 0.02% | — | 1939 | +140 | New | Q4 2025 | Feb 11, 2026 |
| Kozak & Associates, Inc. | History | No change | 140 | 20 | 0.0% | 0.0% | 1938 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Networth Advisors, LLC | History | New | 134 | 19 | 0.01% | — | 1941 | +134 | New | Q4 2025 | Jan 22, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | No change | 135 | 19 | 0.0% | 0.0% | 1940 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | Reduced | 125 | 17 | 0.0% | 0.01% | 1942 | -138 | -52.47% | Q4 2025 | Feb 27, 2026 |
| Reyes Financial Architecture, Inc. | History | Reduced | 112 | 16 | 0.01% | 0.01% | 1944 | -35 | -23.81% | Q4 2025 | Jan 26, 2026 |
| SITTNER & NELSON, LLC | History | No change | 105 | 16 | 0.01% | 0.01% | 1943 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Truvestments Capital LLC | History | Reduced | 108 | 15 | 0.0% | 0.0% | 1945 | -2 | -1.82% | Q4 2025 | Feb 13, 2026 |
| DV Trading LLC | History | New | 100 | 14 | 0.0% | — | 1946 | +100 | New | Q4 2025 | Feb 17, 2026 |
| Private Wealth Management Group, LLC | History | New | 100 | 14 | 0.0% | — | 1948 | +100 | New | Q4 2025 | Jan 23, 2026 |
| PayPay Securities Corp | History | Added to | 99 | 14 | 0.41% | 0.47% | 1947 | +2 | 2.06% | Q4 2025 | Jan 26, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 100 | 14 | 0.01% | 0.01% | 1949 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| PINNEY & SCOFIELD, INC. | History | No change | 100 | 14 | 0.01% | 0.01% | 1950 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Davis Capital Management | History | No change | 94 | 13 | 0.01% | 0.01% | 1951 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| PFS Partners, LLC | History | Added to | 79 | 11 | 0.01% | 0.01% | 1952 | +1 | 1.28% | Q4 2025 | Jan 16, 2026 |
| MONETARY MANAGEMENT GROUP INC | History | No change | 75 | 10 | 0.0% | 0.0% | 1953 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | No change | 70 | 10 | 0.0% | 0.0% | 1954 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 60 | 8 | 0.0% | 0.0% | 1955 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Motiv8 Investments LLC | History | New | 45 | 7 | 0.0% | — | 1957 | +45 | New | Q4 2025 | Feb 13, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | No change | 54 | 7 | 0.0% | 0.0% | 1956 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Allianz Asset Management GmbH | History | Added to | 45 | 6 | 0.0% | 0.0% | 1958 | +4 | 9.76% | Q4 2025 | Feb 11, 2026 |
| Premier Financial Group | History | New | 41 | 5 | 0.0% | — | 1960 | +41 | New | Q4 2025 | Feb 09, 2026 |
| CURIO WEALTH, LLC | History | Added to | 41 | 5 | 0.0% | 0.0% | 1961 | +1 | 2.5% | Q4 2025 | Feb 11, 2026 |
| Investment Research & Advisory Group, Inc. | History | No change | 38 | 5 | 0.0% | 0.0% | 1959 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Jessup Wealth Management, Inc | History | New | 34 | 4 | 0.0% | — | 1963 | +34 | New | Q4 2025 | Feb 11, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 31 | 4 | 0.0% | 0.0% | 1962 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 22 | 3 | 0.0% | 0.0% | 1964 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Financial Gravity Asset Management, Inc. | History | No change | 27 | 3 | 0.0% | 0.0% | 1965 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 26 | 3 | 0.0% | 0.0% | 1966 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Roxbury Financial LLC | History | No change | 23 | 3 | 0.0% | 0.0% | 1967 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Benson Wealth Management INC | History | New | 17 | 2 | 0.0% | — | 1971 | +17 | New | Q4 2025 | Feb 12, 2026 |
| RHL GROUP, LLC | History | New | 16 | 2 | 0.0% | — | 1970 | +16 | New | Q4 2025 | Feb 09, 2026 |
| COUNTRY TRUST BANK | History | No change | 17 | 2 | 0.0% | 0.0% | 1968 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Navigoe, LLC | History | No change | 18 | 2 | 0.0% | 0.0% | 1969 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| IMG Wealth Management, Inc. | History | New | 9 | 1 | 0.0% | — | 1974 | +9 | New | Q4 2025 | Feb 05, 2026 |
| Sterling Capital Management LLC | History | No change | 9 | 1 | 0.0% | 0.0% | 1972 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Morse Asset Management, Inc | History | No change | 11 | 1 | 0.0% | 0.0% | 1973 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -204,576 | -100.0% | Q3 2025 | Nov 10, 2025 |
| TBH Global Asset Management, LLC | History | Closed out | 0 | 0 | — | 2.21% | — | -80,296 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Consolidated Portfolio Review Corp | History | Closed out | 0 | 0 | — | 0.98% | — | -55,086 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Yukon Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 1.25% | — | -27,150 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Strengthening Families & Communities, LLC | History | Closed out | 0 | 0 | — | 0.77% | — | -24,604 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Blue Barn Wealth, LLC | History | Closed out | 0 | 0 | — | 1.37% | — | -22,165 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Hayek Kallen Investment Management | History | Closed out | 0 | 0 | — | 0.92% | — | -20,676 | -100.0% | Q3 2025 | Nov 14, 2025 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -17,689 | -100.0% | Q3 2025 | Nov 14, 2025 |
| BRIGHTON JONES LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -15,964 | -100.0% | Q3 2025 | Oct 14, 2025 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -15,318 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Squarepoint Ops LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,012 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SVB WEALTH LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -8,239 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Murphy, Middleton, Hinkle & Parker, Inc. | History | Closed out | 0 | 0 | — | 0.56% | — | -8,066 | -100.0% | Q3 2025 | Nov 04, 2025 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -5,150 | -100.0% | Q3 2025 | Nov 14, 2025 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -4,679 | -100.0% | Q3 2025 | Nov 14, 2025 |
| FIRST CITIZENS INVESTOR SERVICES, INC. | History | Closed out | 0 | 0 | — | 0.23% | — | -4,159 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Headlands Technologies LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -3,518 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Rede Wealth, LLC | History | Closed out | 0 | 0 | — | 0.38% | — | -3,407 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Northern Financial Advisors Inc | History | Closed out | 0 | 0 | — | 0.24% | — | -3,230 | -100.0% | Q3 2025 | Nov 10, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -3,041 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Constant Guidance Financial LLC | History | Closed out | 0 | 0 | — | 0.32% | — | -2,873 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Capital Investment Counsel, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -2,600 | -100.0% | Q3 2025 | Nov 06, 2025 |
| UNIVEST FINANCIAL Corp | History | Closed out | 0 | 0 | — | 0.02% | — | -2,517 | -100.0% | Q3 2025 | Oct 30, 2025 |
| FSA Investment Group, LLC | History | Closed out | 0 | 0 | — | 0.22% | — | -2,514 | -100.0% | Q3 2025 | Oct 30, 2025 |
| FULTON BREAKEFIELD BROENNIMAN LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,407 | -100.0% | Q3 2025 | Oct 16, 2025 |
| WMG Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -2,119 | -100.0% | Q3 2025 | Oct 23, 2025 |