iSHARES TRUST - IWM
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| JANE STREET GROUP, LLC | History | Reduced | 63,451,255 | 15,619,160 | 2.36% | 3.4% | 1 | -28,789,528 | -31.21% | Q4 2025 | Feb 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 59,604,298 | 14,672,193 | 1.69% | 1.9% | 2 | -9,003,958 | -13.12% | Q4 2025 | Feb 17, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 46,955,631 | 11,558,598 | 4.86% | 4.74% | 3 | +1,029,840 | 2.24% | Q4 2025 | Feb 17, 2026 |
| BARCLAYS PLC | History | Reduced | 46,754,649 | 11,509,124 | 2.76% | 3.45% | 4 | -19,004,542 | -28.9% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 43,751,735 | 10,769,927 | 0.78% | 1.6% | 5 | -53,732,547 | -55.12% | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 41,871,304 | 10,307,040 | 1.55% | 1.75% | 6 | -5,569,292 | -11.74% | Q4 2025 | Feb 17, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 37,862,490 | 9,320,230 | 17.25% | 53775.95% | 7 | -10,008,243 | -20.91% | Q4 2025 | Feb 17, 2026 |
| CITIGROUP INC | History | Reduced | 28,091,135 | 6,914,913 | 3.05% | 3.34% | 8 | -2,873,416 | -9.28% | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 26,618,509 | 6,552,412 | 1.19% | 1.54% | 9 | -6,960,644 | -20.73% | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 26,593,965 | 6,546,369 | 1.06% | — | 10 | +26,593,965 | New | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Added to | 21,537,988 | 5,301,791 | 0.86% | 0.75% | 11 | +1,765,317 | 8.93% | Q4 2025 | Jan 29, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 20,200,536 | 4,972,563 | 0.61% | 1.11% | 12 | -17,342,559 | -46.19% | Q4 2025 | Mar 25, 2026 |
| MORGAN STANLEY | History | Reduced | 17,121,140 | 4,214,540 | 0.25% | 0.27% | 13 | -1,030,829 | -5.68% | Q4 2025 | Feb 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 5,072,531 | 3,952,390 | 1.79% | 3.88% | 14 | +352,022 | 7.46% | Q4 2025 | Feb 10, 2026 |
| BlackRock, Inc. | History | Added to | 12,324,339 | 3,033,759 | 0.05% | 0.04% | 15 | +1,778,401 | 16.86% | Q4 2025 | Feb 12, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 10,494,371 | 2,583,294 | 0.89% | 1.14% | 16 | -1,735,093 | -14.19% | Q4 2025 | Feb 12, 2026 |
| Empower Advisory Group, LLC | History | Reduced | 8,470,296 | 2,085,047 | 5.63% | 5.78% | 17 | -146,397 | -1.7% | Q4 2025 | Feb 12, 2026 |
| ARMISTICE CAPITAL, LLC | History | Added to | 8,100,000 | 1,993,896 | 23.72% | 25.12% | 18 | +1,100,000 | 15.71% | Q4 2025 | Feb 17, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | Reduced | 7,457,760 | 1,835,802 | 3.59% | 3.95% | 19 | -1,312,069 | -14.96% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Reduced | 7,455,477 | 1,835,240 | 0.5% | 0.55% | 20 | -300,373 | -3.87% | Q4 2025 | Feb 11, 2026 |
| Belvedere Trading LLC | History | Reduced | 6,973,437 | 1,716,581 | 1.84% | 2.68% | 21 | -2,630,493 | -27.39% | Q4 2025 | Feb 10, 2026 |
| Parallax Volatility Advisers, L.P. | History | Reduced | 6,660,866 | 1,639,638 | 3.23% | 3.9% | 22 | -3,968,834 | -37.34% | Q4 2025 | Feb 17, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Reduced | 6,643,132 | 1,635,273 | 2.08% | 2.73% | 23 | -2,259,240 | -25.38% | Q4 2025 | Feb 17, 2026 |
| NOMURA HOLDINGS INC | History | Reduced | 6,479,100 | 1,594,895 | 2.12% | 2.95% | 24 | -1,388,400 | -17.65% | Q4 2025 | Feb 17, 2026 |
| Walleye Trading LLC | History | Added to | 5,396,217 | 1,328,332 | 1.89% | 1.95% | 25 | +94,720 | 1.79% | Q4 2025 | Feb 13, 2026 |
| Centiva Capital, LP | History | Reduced | 5,083,600 | 1,251,378 | 10.18% | 11.86% | 26 | -47,881 | -0.93% | Q4 2025 | Feb 13, 2026 |
| Rafferty Asset Management, LLC | History | Reduced | 4,978,732 | 1,225,564 | 4.23% | 5.14% | 27 | -1,573,628 | -24.02% | Q4 2025 | Feb 13, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | Reduced | 4,929,000 | 1,213,322 | 2.03% | 2.46% | 28 | -677,000 | -12.08% | Q4 2025 | Feb 13, 2026 |
| NORTHERN TRUST CORP | History | Added to | 4,252,572 | 1,046,813 | 0.13% | 0.13% | 29 | +130,667 | 3.17% | Q4 2025 | Feb 17, 2026 |
| TCM Advisors, LLC | History | Added to | 4,133,719 | 1,017,556 | 77.64% | 71.6% | 30 | +1,310,000 | 46.39% | Q4 2025 | Feb 13, 2026 |
| HRT FINANCIAL LP | History | Added to | 4,119,165 | 1,013,973 | 3.2% | 1.72% | 31 | +2,184,265 | 112.89% | Q4 2025 | Feb 12, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 4,093,286 | 1,007,603 | 0.06% | 0.11% | 32 | -3,652,046 | -47.15% | Q4 2025 | Feb 11, 2026 |
| Squarepoint Ops LLC | History | Reduced | 4,093,017 | 1,007,537 | 1.07% | 1.09% | 33 | -373,083 | -8.35% | Q4 2025 | Feb 13, 2026 |
| Allianz Asset Management GmbH | History | Added to | 3,997,350 | 983,987 | 1.0% | 0.73% | 34 | +1,296,950 | 48.03% | Q4 2025 | Feb 11, 2026 |
| DRW Securities, LLC | History | Reduced | 3,039,160 | 748,119 | 19.79% | 20.5% | 35 | -1,593,475 | -34.4% | Q4 2025 | Feb 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 2,990,278 | 736,086 | 0.4% | 0.44% | 36 | -650 | -0.02% | Q4 2025 | Feb 06, 2026 |
| Nantahala Capital Management, LLC | History | Added to | 2,817,159 | 693,471 | 22.93% | 22.27% | 37 | +167,159 | 6.31% | Q4 2025 | Feb 13, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 2,781,000 | 684,570 | 0.46% | 0.47% | 38 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CREDIT AGRICOLE S A | History | Reduced | 2,735,000 | 673,247 | 1.53% | 2.91% | 39 | -1,809,462 | -39.82% | Q4 2025 | Feb 17, 2026 |
| CastleKnight Management LP | History | Reduced | 2,580,000 | 635,092 | 14.07% | 12.97% | 40 | -140,000 | -5.15% | Q4 2025 | Feb 17, 2026 |
| PEAK6 LLC | History | Reduced | 2,575,800 | 634,058 | 1.18% | 1.24% | 41 | -915,900 | -26.23% | Q4 2025 | Mar 12, 2026 |
| Hudson Bay Capital Management LP | History | Reduced | 2,474,000 | 608,999 | 2.01% | 2.93% | 42 | -1,170,666 | -32.12% | Q4 2025 | Feb 13, 2026 |
| Jefferies Financial Group Inc. | History | Added to | 2,329,391 | 573,402 | 2.93% | 1.82% | 43 | +737,870 | 46.36% | Q4 2025 | Feb 09, 2026 |
| US BANCORP \DE\ | History | Reduced | 2,309,585 | 568,527 | 0.67% | 0.75% | 44 | -293,708 | -11.28% | Q4 2025 | Jan 30, 2026 |
| M&T BANK CORP | History | Reduced | 2,229,744 | 548,873 | 1.76% | 1.84% | 45 | -26,037 | -1.15% | Q4 2025 | Jan 30, 2026 |
| FMR LLC | History | Added to | 2,192,832 | 539,787 | 0.03% | 0.03% | 46 | +18,528 | 0.85% | Q4 2025 | Feb 17, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 2,119,255 | 521,675 | 0.58% | 0.43% | 47 | +1,062,555 | 100.55% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 2,029,846 | 499,666 | 0.15% | 0.14% | 48 | +62,600 | 3.18% | Q4 2025 | Feb 10, 2026 |
| Treasurer of the State of North Carolina | History | Added to | 2,028,363 | 499,302 | 1.6% | 1.51% | 49 | +6,843 | 0.34% | Q4 2025 | Feb 13, 2026 |
| Blackstone Inc. | History | Added to | 1,967,601 | 484,344 | 1.91% | 0.16% | 50 | +1,800,000 | 1073.98% | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 1,948,557 | 479,656 | 0.08% | 0.08% | 51 | -3,680 | -0.19% | Q4 2025 | Feb 10, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 1,886,825 | 464,459 | 0.14% | 0.15% | 52 | -39,092 | -2.03% | Q4 2025 | Feb 18, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 1,869,465 | 460,187 | 0.74% | 0.59% | 53 | +499,263 | 36.44% | Q4 2025 | Feb 10, 2026 |
| Cetera Investment Advisers | History | Added to | 1,733,580 | 424,565 | 0.46% | 0.47% | 54 | +53,568 | 3.19% | Q4 2025 | Feb 17, 2026 |
| Jump Financial, LLC | History | Added to | 1,655,028 | 407,401 | 5.0% | 2.43% | 55 | +817,015 | 97.49% | Q4 2025 | Feb 17, 2026 |
| Finepoint Capital LP | History | No change | 1,617,000 | 398,040 | 19.87% | 22.5% | 56 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| BW Gestao de Investimentos Ltda. | History | Added to | 1,600,000 | 393,856 | 8.89% | 11.64% | 57 | +500,000 | 45.45% | Q4 2025 | Feb 10, 2026 |
| IMC-Chicago, LLC | History | Added to | 1,585,486 | 390,283 | 0.14% | 0.03% | 58 | +1,228,526 | 344.16% | Q4 2025 | Jan 29, 2026 |
| Laurion Capital Management LP | History | Reduced | 1,500,000 | 369,240 | 13.75% | 8.73% | 59 | -600,000 | -28.57% | Q4 2025 | Feb 17, 2026 |
| Owl Creek Asset Management, L.P. | History | Added to | 1,436,500 | 353,608 | 10.67% | 1.21% | 60 | +1,278,500 | 809.18% | Q4 2025 | Feb 17, 2026 |
| Millburn Ridgefield LLC /DE/ | History | Reduced | 1,431,749 | 352,439 | 8.4% | 8.7% | 61 | -75,370 | -5.0% | Q4 2025 | Feb 02, 2026 |
| Catalyst Capital Advisors LLC | History | Reduced | 1,431,749 | 352,439 | 7.24% | 7.35% | 62 | -75,370 | -5.0% | Q4 2025 | Feb 10, 2026 |
| Jain Global LLC | History | Added to | 1,410,000 | 347,085 | 1.68% | 0.52% | 63 | +958,645 | 212.39% | Q4 2025 | Feb 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 1,374,268 | 338,347 | 0.08% | 0.08% | 64 | -76,339 | -5.26% | Q4 2025 | Feb 17, 2026 |
| Nishkama Capital, LLC | History | Added to | 1,336,000 | 328,869 | 13.18% | 5.1% | 65 | +451,000 | 50.96% | Q4 2025 | Feb 17, 2026 |
| Kiker Wealth Management, LLC | History | Reduced | 1,322 | 325,424 | 10.79% | 6.68% | 66 | -53,312 | -97.58% | Q4 2025 | Jan 30, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 1,259,829 | 310,119 | 0.41% | 0.45% | 67 | -103,988 | -7.62% | Q4 2025 | Feb 02, 2026 |
| MARSHALL WACE, LLP | History | Added to | 1,225,244 | 301,606 | 0.27% | 0.18% | 68 | +507,613 | 70.73% | Q4 2025 | Feb 13, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | Added to | 1,200,700 | 295,564 | 2.29% | 0.0% | 69 | +1,200,000 | 171428.57% | Q4 2025 | Feb 11, 2026 |
| Route One Investment Company, L.P. | History | New | 1,200,000 | 295,392 | 10.97% | — | 70 | +1,200,000 | New | Q4 2025 | Feb 17, 2026 |
| Calamos Advisors LLC | History | Reduced | 1,163,965 | 281,988 | 1.06% | 1.07% | 71 | -184,235 | -13.67% | Q4 2025 | Jan 29, 2026 |
| MIRAE ASSET SECURITIES (USA) INC. | History | Added to | 1,086,531 | 267,460 | 7.36% | 4.72% | 72 | +446,869 | 69.86% | Q4 2025 | Feb 11, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 1,059,246 | 260,756 | 1.97% | — | 73 | +1,059,246 | New | Q4 2025 | Feb 18, 2026 |
| Two Seas Capital LP | History | Reduced | 1,050,000 | 258,468 | 5.33% | 5.63% | 74 | -400,000 | -27.59% | Q4 2025 | Feb 11, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Reduced | 984,590 | 256,576 | 0.04% | 0.05% | 75 | -275,080 | -21.84% | Q4 2025 | Feb 17, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 1,039,000 | 255,762 | 0.16% | 0.17% | 76 | +21,132 | 2.08% | Q4 2025 | Feb 17, 2026 |
| BROWN ADVISORY INC | History | Added to | 1,018,260 | 250,654 | 0.35% | 0.28% | 77 | +120,666 | 13.44% | Q4 2025 | Feb 13, 2026 |
| Oasis Management Co Ltd. | History | New | 1,000,000 | 246,160 | 15.96% | — | 78 | +1,000,000 | New | Q4 2025 | Feb 13, 2026 |
| DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | History | Added to | 1,000,000 | 246,160 | 3.91% | 54.89% | 79 | +350,000 | 53.85% | Q4 2025 | Feb 17, 2026 |
| Philosophy Capital Management LLC | History | Reduced | 10,000 | 246,160 | 11.21% | 14.87% | 80 | -5,000 | -33.33% | Q4 2025 | Feb 17, 2026 |
| Rokos Capital Management LLP | History | New | 1,000,000 | 246,125 | 0.96% | — | 81 | +1,000,000 | New | Q4 2025 | Feb 13, 2026 |
| Align Financial, LLC | History | New | 223,759 | 223,759 | 0.13% | — | 82 | +223,759 | New | Q4 2025 | Feb 17, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 898,493 | 221,173 | 0.07% | 0.07% | 83 | -23,119 | -2.51% | Q4 2025 | Feb 17, 2026 |
| Verition Fund Management LLC | History | Added to | 835,197 | 205,592 | 0.81% | 0.16% | 84 | +675,437 | 422.78% | Q4 2025 | Feb 13, 2026 |
| Apollo Management Holdings, L.P. | History | Reduced | 833,500 | 205,174 | 1.68% | 17.0% | 85 | -5,573,000 | -86.99% | Q4 2025 | Feb 17, 2026 |
| AMG National Trust Bank | History | Reduced | 822,617 | 202,495 | 4.76% | 4.87% | 86 | -5,541 | -0.67% | Q4 2025 | Jan 30, 2026 |
| Pathstone Holdings, LLC | History | New | 806,850 | 198,468 | 0.77% | — | 87 | +806,850 | New | Q4 2025 | Feb 13, 2026 |
| NATIXIS | History | Reduced | 800,000 | 196,928 | 0.7% | 0.94% | 88 | -35,000 | -4.19% | Q4 2025 | Feb 13, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 792,488 | 195,078 | 0.7% | 0.68% | 89 | -6,804 | -0.85% | Q4 2025 | Jan 30, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 711,278 | 175,088 | 0.32% | 0.34% | 90 | -5,615 | -0.78% | Q4 2025 | Mar 16, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | Added to | 709,274 | 174,594 | 10.74% | 10.86% | 91 | +5,013 | 0.71% | Q4 2025 | Feb 12, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Added to | 692,200 | 170,391 | 0.47% | 0.2% | 92 | +379,500 | 121.36% | Q4 2025 | Feb 17, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 689,771 | 169,793 | 0.29% | 0.27% | 93 | +49,149 | 7.67% | Q4 2025 | Feb 12, 2026 |
| Mariner, LLC | History | Added to | 673,232 | 165,725 | 0.2% | 0.21% | 94 | +16,525 | 2.52% | Q4 2025 | Feb 13, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 663,433 | 163,316 | 0.15% | 0.13% | 95 | +52,343 | 8.57% | Q4 2025 | Feb 13, 2026 |
| AIA Group Ltd | History | New | 662,310 | 163,034 | 2.44% | — | 96 | +662,310 | New | Q4 2025 | Feb 09, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 658,359 | 162,061 | 0.09% | 0.03% | 97 | +420,179 | 176.41% | Q4 2025 | Feb 17, 2026 |
| Valiant Capital Management, L.P. | History | Added to | 657,301 | 161,801 | 9.15% | 7.04% | 98 | +234,444 | 55.44% | Q4 2025 | Feb 17, 2026 |
| LMR Partners LLP | History | New | 645,169 | 158,814 | 0.3% | — | 99 | +645,169 | New | Q4 2025 | Feb 17, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 636,481 | 156,676 | 0.1% | 0.1% | 100 | +27,476 | 4.51% | Q4 2025 | Feb 10, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 617,998 | 152,126 | 0.04% | 0.04% | 101 | -76,491 | -11.01% | Q4 2025 | Feb 11, 2026 |
| Creative Planning | History | Added to | 605,575 | 149,068 | 0.11% | 0.11% | 102 | +23,866 | 4.1% | Q4 2025 | Feb 17, 2026 |
| Optiver Holding B.V. | History | Added to | 605,499 | 149,049 | 0.06% | 0.04% | 103 | +214,463 | 54.84% | Q4 2025 | Feb 17, 2026 |
| Ionic Capital Management LLC | History | Added to | 600,000 | 147,696 | 18.79% | 10.1% | 104 | +200,000 | 50.0% | Q4 2025 | Feb 17, 2026 |
| MOORE CAPITAL MANAGEMENT, LP | History | Reduced | 599,996 | 147,695 | 2.13% | 3.78% | 105 | -535,138 | -47.14% | Q4 2025 | Feb 17, 2026 |
| Focus Partners Wealth | History | Added to | 594,390 | 146,145 | 0.17% | 0.16% | 106 | +190,795 | 47.27% | Q4 2025 | Feb 13, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 592,289 | 145,797 | 0.46% | 0.48% | 107 | -28,716 | -4.62% | Q4 2025 | Feb 02, 2026 |
| HighTower Advisors, LLC | History | Reduced | 590,250 | 145,295 | 0.16% | 0.17% | 108 | -108,642 | -15.54% | Q4 2025 | Feb 06, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 587,244 | 144,555 | 0.23% | 0.23% | 109 | -14,251 | -2.37% | Q4 2025 | Feb 13, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Added to | 584,126 | 143,826 | 0.39% | 0.04% | 110 | +522,430 | 846.78% | Q4 2025 | Feb 13, 2026 |
| Corient Private Wealth LLC | History | Added to | 717,248 | 142,644 | 0.19% | 0.21% | 111 | +166,310 | 30.19% | Q4 2025 | Mar 09, 2026 |
| Interval Partners, LP | History | Reduced | 570,900 | 140,532 | 2.52% | 5.35% | 112 | -783,800 | -57.86% | Q4 2025 | Feb 17, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 564,725 | 139,013 | 0.33% | 0.35% | 113 | -25,158 | -4.26% | Q4 2025 | Feb 11, 2026 |
| Sand Hill Global Advisors, LLC | History | Reduced | 562,884 | 138,559 | 4.84% | 4.96% | 114 | -19,747 | -3.39% | Q4 2025 | Feb 12, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 558,738 | 137,538 | 0.37% | 0.32% | 115 | +58,277 | 11.64% | Q4 2025 | Feb 17, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 549,740 | 135,671 | 0.07% | 0.06% | 116 | +122,535 | 28.68% | Q4 2025 | Mar 20, 2026 |
| BRANT POINT INVESTMENT MANAGEMENT LLC | History | Reduced | 5,400 | 132,926 | 16.15% | 16.48% | 117 | -624,600 | -99.14% | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 539,419 | 132,862 | 0.19% | 0.18% | 118 | -350 | -0.06% | Q4 2025 | Feb 17, 2026 |
| Cerity Partners LLC | History | Added to | 535,711 | 131,885 | 0.19% | 0.21% | 119 | +10,710 | 2.04% | Q4 2025 | Feb 11, 2026 |
| Walleye Capital LLC | History | Reduced | 533,719 | 131,380 | 0.4% | 1.55% | 120 | -1,176,217 | -68.79% | Q4 2025 | Feb 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 520,588 | 128,147 | 0.17% | 0.18% | 121 | -50,744 | -8.88% | Q4 2025 | Feb 12, 2026 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | History | Added to | 513,755 | 126,790 | 0.88% | 0.74% | 122 | +112,475 | 28.03% | Q4 2025 | Feb 17, 2026 |
| Luxor Capital Group, LP | History | Reduced | 510,000 | 125,541 | 9.61% | 10.88% | 123 | -445,000 | -46.6% | Q4 2025 | Feb 17, 2026 |
| Cormorant Asset Management, LP | History | New | 500,000 | 123,080 | 5.69% | — | 124 | +500,000 | New | Q4 2025 | Feb 17, 2026 |
| Schonfeld Strategic Advisors LLC | History | Added to | 500,000 | 123,080 | 0.55% | 0.06% | 125 | +458,000 | 1090.48% | Q4 2025 | Feb 17, 2026 |
| MAI Capital Management | History | Added to | 495,597 | 121,996 | 0.7% | 0.73% | 126 | +11,170 | 2.31% | Q4 2025 | Feb 13, 2026 |
| BROADWOOD CAPITAL INC | History | No change | 474,920 | 116,906 | 6.87% | 6.92% | 127 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 474,279 | 116,236 | 0.18% | 0.16% | 128 | +71,423 | 17.73% | Q4 2025 | Feb 18, 2026 |
| GLENMEDE TRUST CO NA | History | New | 466,138 | 114,744 | 0.54% | — | 129 | +466,138 | New | Q4 2025 | Feb 17, 2026 |
| COMMERCE BANK | History | Reduced | 452,553 | 111,400 | 0.62% | 0.62% | 130 | -7,471 | -1.62% | Q4 2025 | Feb 13, 2026 |
| Cresset Asset Management, LLC | History | Added to | 436,935 | 107,555 | 0.45% | 0.44% | 131 | +20,014 | 4.8% | Q4 2025 | Feb 17, 2026 |
| Stairway Partners, LLC | History | Added to | 416,172 | 102,444 | 5.3% | 4.2% | 132 | +89,040 | 27.22% | Q4 2025 | Jan 05, 2026 |
| State of New Jersey Common Pension Fund D | History | No change | 402,418 | 99,059 | 0.36% | 0.36% | 133 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| SONA ASSET MANAGEMENT (US) LLC | History | New | 400,000 | 98,464 | 2.24% | — | 134 | +400,000 | New | Q4 2025 | Feb 17, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 391,062 | 96,263 | 1.29% | 1.28% | 135 | +4,534 | 1.17% | Q4 2025 | Jan 30, 2026 |
| DV Trading LLC | History | New | 371,300 | 91,386 | 2.57% | — | 136 | +371,300 | New | Q4 2025 | Feb 17, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | Added to | 368,657 | 90,748 | 4.31% | 4.3% | 137 | +2,358 | 0.64% | Q4 2025 | Jan 23, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 362,910 | 89,333 | 5.01% | 0.14% | 138 | +353,560 | 3781.39% | Q4 2025 | Feb 04, 2026 |
| BESSEMER GROUP INC | History | Added to | 357,032 | 87,889 | 0.13% | 0.11% | 139 | +57,239 | 19.09% | Q4 2025 | Feb 05, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 331,937 | 81,709 | 0.16% | 0.16% | 140 | +12,040 | 3.76% | Q4 2025 | Feb 17, 2026 |
| Accredited Investors Inc. | History | Added to | 330,146 | 81,268 | 4.32% | 4.1% | 141 | +26,693 | 8.8% | Q4 2025 | Feb 05, 2026 |
| COMERICA BANK | History | Added to | 320,683 | 78,939 | 0.31% | 0.27% | 142 | +24,203 | 8.16% | Q4 2025 | Jan 29, 2026 |
| Twin Tree Management, LP | History | Added to | 318,400 | 78,377 | 0.68% | 0.19% | 143 | +133,689 | 72.38% | Q4 2025 | Feb 11, 2026 |
| WASHINGTON TRUST Co | History | Reduced | 315,052 | 77,553 | 2.53% | 2.54% | 144 | -4,499 | -1.41% | Q4 2025 | Feb 10, 2026 |
| Ensign Peak Advisors, Inc | History | Reduced | 312,938 | 77,032 | 0.14% | 0.15% | 145 | -72,983 | -18.91% | Q4 2025 | Feb 12, 2026 |
| Cavalier Investments, LLC | History | Added to | 309,834 | 76,268 | 3.92% | 1.06% | 146 | +249,899 | 416.95% | Q4 2025 | Feb 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 302,938 | 74,571 | 0.2% | 0.19% | 147 | +9,559 | 3.26% | Q4 2025 | Feb 05, 2026 |
| HBK INVESTMENTS L P | History | Reduced | 298,200 | 73,404 | 0.58% | 1.12% | 148 | -124,733 | -29.49% | Q4 2025 | Feb 17, 2026 |
| Junto Capital Management LP | History | Reduced | 296,100 | 72,887 | 1.61% | 2.17% | 149 | -142,400 | -32.47% | Q4 2025 | Feb 17, 2026 |
| Polar Asset Management Partners Inc. | History | New | 290,000 | 71,386 | 0.91% | — | 150 | +290,000 | New | Q4 2025 | Feb 17, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 288,336 | 70,977 | 0.16% | 0.17% | 151 | -2,436 | -0.84% | Q4 2025 | Feb 11, 2026 |
| WHITTIER TRUST CO | History | Added to | 273,881 | 70,135 | 0.76% | 0.72% | 152 | +15,177 | 5.87% | Q4 2025 | Jan 26, 2026 |
| Lido Advisors, LLC | History | Added to | 285,448 | 69,850 | 0.21% | 0.21% | 153 | +13,320 | 4.89% | Q4 2025 | Feb 10, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Added to | 282,631 | 69,572 | 0.57% | 0.48% | 154 | +47,029 | 19.96% | Q4 2025 | Feb 13, 2026 |
| REGIONS FINANCIAL CORP | History | New | 282,563 | 69,555 | 0.45% | — | 155 | +282,563 | New | Q4 2025 | Jan 27, 2026 |
| Arvest Bank Trust Division | History | Reduced | 282,506 | 69,541 | 3.77% | 3.86% | 156 | -5,057 | -1.76% | Q4 2025 | Feb 09, 2026 |
| Waverly Advisors, LLC | History | Added to | 279,760 | 68,865 | 0.56% | 0.45% | 157 | +93,665 | 50.33% | Q4 2025 | Feb 17, 2026 |
| SG Americas Securities, LLC | History | Reduced | 272,076 | 66,974 | 0.09% | 0.27% | 158 | -59,824 | -18.02% | Q4 2025 | Jan 09, 2026 |
| Brookstone Capital Management | History | Reduced | 266,742 | 65,661 | 0.75% | 0.77% | 159 | -1,332 | -0.5% | Q4 2025 | Jan 15, 2026 |
| Parkside Investments, LLC | History | Reduced | 257,858 | 63,474 | 7.99% | 8.02% | 160 | -7,323 | -2.76% | Q4 2025 | Feb 09, 2026 |
| First Financial Bank - Trust Division | History | Reduced | 254,463 | 62,638 | 5.15% | 5.89% | 161 | -30,579 | -10.73% | Q4 2025 | Jan 02, 2026 |
| Angeles Investment Advisors, LLC | History | Added to | 248,840 | 61,254 | 4.09% | 3.56% | 162 | +24,698 | 11.02% | Q4 2025 | Feb 17, 2026 |
| GLOBALT Investments LLC / GA | History | Reduced | 245,055 | 60,322 | 2.2% | 2.17% | 163 | -469 | -0.19% | Q4 2025 | Feb 06, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | Added to | 240,746 | 59,262 | 1.09% | 0.19% | 164 | +203,778 | 551.23% | Q4 2025 | Jan 28, 2026 |
| First Western Trust Bank | History | Reduced | 236,967 | 58,331 | 2.87% | 2.67% | 165 | -3,250 | -1.35% | Q4 2025 | Feb 12, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 236,289 | 58,164 | 0.02% | 0.02% | 166 | -2,118 | -0.89% | Q4 2025 | Feb 11, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 232,228 | 57,165 | 0.24% | 0.3% | 167 | -35,724 | -13.33% | Q4 2025 | Feb 13, 2026 |
| CSM Advisors, LLC | History | Added to | 232,200 | 57,159 | 1.55% | 0.03% | 168 | +228,200 | 5705.0% | Q4 2025 | Feb 11, 2026 |
| FineMark National Bank & Trust | History | Reduced | 230,374 | 56,708 | 1.77% | 1.83% | 169 | -1,316 | -0.57% | Q4 2025 | Feb 12, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 229,293 | 56,442 | 0.43% | 0.45% | 170 | -2,820 | -1.21% | Q4 2025 | Feb 12, 2026 |
| Duquesne Family Office LLC | History | No change | 226,000 | 55,632 | 1.24% | 1.35% | 171 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 224,130 | 55,171 | 0.13% | 0.12% | 172 | +31,493 | 16.35% | Q4 2025 | Feb 13, 2026 |
| GERMAN AMERICAN BANCORP, INC. | History | Reduced | 217,470 | 53,532 | 4.56% | 4.68% | 173 | -1,276 | -0.58% | Q4 2025 | Feb 17, 2026 |
| FLOW TRADERS U.S. LLC | History | Added to | 204,294 | 50,289 | 1.65% | 0.23% | 174 | +180,882 | 772.6% | Q4 2025 | Feb 13, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 204,295 | 50,289 | 0.87% | 0.49% | 175 | +56,477 | 38.21% | Q4 2025 | Feb 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 222,565 | 49,969 | 0.07% | 0.07% | 176 | -3,580 | -1.58% | Q4 2025 | Jan 08, 2026 |
| Helix Partners Management LP | History | Added to | 202,500 | 49,847 | 16.76% | 10.64% | 177 | +97,500 | 92.86% | Q4 2025 | Feb 13, 2026 |
| Tenzing Global Management, LLC | History | Added to | 200,000 | 49,232 | 29.46% | 21.63% | 178 | +37,500 | 23.08% | Q4 2025 | Feb 17, 2026 |
| TCTC Holdings, LLC | History | Reduced | 198,982 | 48,981 | 1.46% | 1.46% | 179 | -3,950 | -1.95% | Q4 2025 | Feb 12, 2026 |
| Private Advisor Group, LLC | History | Reduced | 197,238 | 48,552 | 0.23% | 0.24% | 180 | -6,457 | -3.17% | Q4 2025 | Feb 17, 2026 |
| UMB Bank, n.a. | History | Added to | 191,055 | 47,030 | 0.63% | 0.64% | 181 | +10,757 | 5.97% | Q4 2025 | Feb 13, 2026 |
| NorthRock Partners, LLC | History | Added to | 190,506 | 46,895 | 0.79% | 0.06% | 182 | +176,003 | 1213.56% | Q4 2025 | Feb 17, 2026 |
| IHT Wealth Management, LLC | History | Added to | 189,048 | 46,535 | 1.13% | 1.0% | 183 | +25,105 | 15.31% | Q4 2025 | Feb 17, 2026 |
| ANDERSON HOAGLAND & CO | History | Added to | 188,623 | 46,431 | 3.99% | 3.93% | 184 | +7,393 | 4.08% | Q4 2025 | Jan 05, 2026 |
| STOCK YARDS BANK & TRUST CO | History | Added to | 188,336 | 46,360 | 1.42% | 1.39% | 185 | +5,398 | 2.95% | Q4 2025 | Jan 21, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 188,100 | 46,302 | 0.07% | 0.08% | 186 | -29,700 | -13.64% | Q4 2025 | Feb 17, 2026 |
| Itau Unibanco Holding S.A. | History | Added to | 186,377 | 45,884 | 1.1% | 0.62% | 187 | +109,300 | 141.81% | Q4 2025 | Feb 13, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Reduced | 185,805 | 45,737 | 0.58% | 0.59% | 188 | -1,907 | -1.02% | Q4 2025 | Feb 10, 2026 |
| Savant Capital, LLC | History | Reduced | 184,974 | 45,533 | 0.26% | 0.28% | 189 | -2,943 | -1.57% | Q4 2025 | Feb 10, 2026 |
| GTS SECURITIES LLC | History | Added to | 184,523 | 45,430 | 1.55% | 0.58% | 190 | +122,559 | 197.79% | Q4 2025 | Feb 13, 2026 |
| MetLife Investment Management, LLC | History | Added to | 184,176 | 45,336 | 0.22% | 0.1% | 191 | +94,882 | 106.26% | Q4 2025 | Feb 12, 2026 |
| TORONTO DOMINION BANK | History | Added to | 184,623 | 45,287 | 0.07% | 0.03% | 192 | +100,346 | 119.07% | Q4 2025 | Feb 17, 2026 |
| OLD MISSION CAPITAL LLC | History | Reduced | 4,849,789 | 44,861 | 1.03% | 2.59% | 193 | -1,294,670 | -21.07% | Q4 2025 | Feb 17, 2026 |
| Neuberger Berman Group LLC | History | Added to | 180,072 | 44,326 | 0.03% | 0.03% | 194 | +15,105 | 9.16% | Q4 2025 | Feb 13, 2026 |
| ALKEON CAPITAL MANAGEMENT LLC | History | New | 179,500 | 44,185 | 0.07% | — | 195 | +179,500 | New | Q4 2025 | Feb 17, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 178,129 | 43,848 | 0.02% | 0.03% | 196 | +14,176 | 8.65% | Q4 2025 | Feb 17, 2026 |
| CI INVESTMENTS INC. | History | Reduced | 174,700 | 43,004 | 0.19% | 0.25% | 197 | -106,698 | -37.92% | Q4 2025 | Feb 12, 2026 |
| A&I FINANCIAL SERVICES, LLC | History | Added to | 169,929 | 41,829 | 19.87% | 20.1% | 198 | +85 | 0.05% | Q4 2025 | Jan 28, 2026 |
| Newbrook Capital Advisors LP | History | New | 168,653 | 41,515 | 5.21% | — | 199 | +168,653 | New | Q4 2025 | Feb 17, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 167,078 | 41,127 | 0.25% | 0.26% | 200 | -8,879 | -5.05% | Q4 2025 | Feb 09, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 165,986 | 40,859 | 0.22% | 0.21% | 201 | -15,256 | -8.42% | Q4 2025 | Jan 29, 2026 |
| Dakota Wealth Management | History | Added to | 165,963 | 40,853 | 0.72% | 0.81% | 202 | +471 | 0.28% | Q4 2025 | Jan 13, 2026 |
| Pillsbury Lake Capital LLC | History | New | 165,900 | 40,837 | 14.27% | — | 203 | +165,900 | New | Q4 2025 | Feb 18, 2026 |
| GREENWOOD GEARHART INC | History | Added to | 164,722 | 40,548 | 2.23% | 2.28% | 204 | +1,076 | 0.66% | Q4 2025 | Feb 04, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 162,268 | 39,943 | 0.46% | 0.47% | 205 | -4,766 | -2.85% | Q4 2025 | Jan 21, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 159,800 | 39,635 | 0.05% | 0.05% | 206 | -15,849 | -9.02% | Q4 2025 | Feb 13, 2026 |
| Marex Group plc | History | Added to | 161,000 | 39,631 | 0.25% | 0.27% | 207 | +2,098 | 1.32% | Q4 2025 | Feb 12, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 159,027 | 39,146 | 0.06% | 0.06% | 208 | -1,176 | -0.73% | Q4 2025 | Feb 10, 2026 |
| J. Goldman & Co LP | History | Reduced | 156,600 | 38,548 | 1.01% | 3.84% | 209 | -475,702 | -75.23% | Q4 2025 | Feb 17, 2026 |
| Edenbrook Capital, LLC | History | Reduced | 156,000 | 38,400 | 7.16% | 8.26% | 210 | -44,000 | -22.0% | Q4 2025 | Feb 13, 2026 |
| GW&K Investment Management, LLC | History | Added to | 155,860 | 38,367 | 0.33% | 0.14% | 211 | +92,151 | 144.64% | Q4 2025 | Feb 11, 2026 |
| Equitable Holdings, Inc. | History | Added to | 154,489 | 38,029 | 0.26% | 0.21% | 212 | +35,245 | 29.56% | Q4 2025 | Feb 17, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 154,263 | 37,973 | 0.92% | 0.5% | 213 | +79,796 | 107.16% | Q4 2025 | Feb 17, 2026 |
| TSG Advice Partners, LLC | History | New | 153,682 | 37,830 | 5.77% | — | 214 | +153,682 | New | Q4 2025 | Feb 17, 2026 |
| Paulson Wealth Management Inc. | History | Added to | 142,345 | 35,039 | 8.09% | 7.97% | 215 | +3,050 | 2.19% | Q4 2025 | Feb 05, 2026 |
| PITTENGER & ANDERSON INC | History | Reduced | 141,545 | 34,842 | 1.34% | 1.26% | 216 | -332 | -0.23% | Q4 2025 | Feb 02, 2026 |
| TD ASSET MANAGEMENT INC | History | Reduced | 141,532 | 34,839 | 0.03% | 0.03% | 217 | -189 | -0.13% | Q4 2025 | Feb 10, 2026 |
| FACTORY MUTUAL INSURANCE CO | History | No change | 137,580 | 33,866 | 0.34% | 0.32% | 218 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Starboard Value LP | History | No change | 137,000 | 33,723 | 0.64% | 0.62% | 219 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| DE BURLO GROUP INC | History | New | 136,020 | 33,482 | 4.06% | — | 220 | +136,020 | New | Q4 2025 | Feb 13, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 135,884 | 33,449 | 2.7% | 2.81% | 221 | +2,580 | 1.94% | Q4 2025 | Feb 12, 2026 |
| Summit Financial, LLC | History | Added to | 133,688 | 32,908 | 0.48% | 0.26% | 222 | +62,955 | 89.0% | Q4 2025 | Feb 13, 2026 |
| Brevan Howard Capital Management LP | History | Reduced | 132,000 | 32,493 | 0.35% | 0.34% | 223 | -180,877 | -57.81% | Q4 2025 | Feb 17, 2026 |
| All Terrain Financial Advisors, LLC | History | Added to | 130,357 | 32,088 | 7.42% | 7.59% | 224 | +5,034 | 4.02% | Q4 2025 | Feb 11, 2026 |
| Sollinda Capital Management LLC | History | Added to | 129,577 | 31,896 | 8.15% | 1.47% | 225 | +107,439 | 485.31% | Q4 2025 | Jan 15, 2026 |
| FIRST FOUNDATION ADVISORS | History | Added to | 129,460 | 31,867 | 1.2% | 1.07% | 226 | +9,505 | 7.92% | Q4 2025 | Feb 04, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Reduced | 123,033 | 31,506 | 0.65% | 0.72% | 227 | -14,459 | -10.52% | Q4 2025 | Jan 26, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 125,868 | 30,983 | 0.17% | 0.04% | 228 | +100,681 | 399.73% | Q4 2025 | Feb 12, 2026 |
| SCOGGIN MANAGEMENT LP | History | New | 125,000 | 30,770 | 4.72% | — | 229 | +125,000 | New | Q4 2025 | Feb 17, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 123,558 | 30,738 | 0.05% | 0.07% | 230 | -48,284 | -28.1% | Q4 2025 | Jan 15, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 124,426 | 30,628 | 0.35% | 0.31% | 231 | +16,829 | 15.64% | Q4 2025 | Jan 20, 2026 |
| Blueshift Asset Management, LLC | History | Added to | 123,693 | 30,448 | 8.78% | 5.73% | 232 | +46,854 | 60.98% | Q4 2025 | Feb 13, 2026 |
| Boston Trust Walden Corp | History | Added to | 122,805 | 30,229 | 0.23% | 0.02% | 233 | +113,270 | 1187.94% | Q4 2025 | Jan 28, 2026 |
| METROPOLITAN LIFE INSURANCE CO/NY | History | No change | 121,345 | 29,870 | 9.06% | 8.6% | 234 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 119,715 | 29,469 | 0.18% | 0.19% | 235 | -1,183 | -0.98% | Q4 2025 | Jan 29, 2026 |
| Consolidated Investment Group LLC | History | No change | 119,666 | 29,456 | 3.52% | 3.56% | 236 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Venturi Wealth Management, LLC | History | Added to | 119,364 | 29,382 | 1.3% | 1.23% | 237 | +9,749 | 8.89% | Q4 2025 | Jan 22, 2026 |
| CREDIT INDUSTRIEL ET COMMERCIAL | History | Reduced | 119,060 | 29,307 | 2.25% | 2.52% | 238 | -5,118 | -4.12% | Q4 2025 | Feb 03, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 117,814 | 29,001 | 0.21% | 0.04% | 239 | +93,283 | 380.27% | Q4 2025 | Feb 13, 2026 |
| LJI Wealth Management, LLC | History | Added to | 116,909 | 28,778 | 4.39% | 4.64% | 240 | +7,047 | 6.41% | Q4 2025 | Feb 03, 2026 |
| Oldfather Financial Services, LLC | History | Reduced | 116,244 | 28,614 | 8.52% | 8.82% | 241 | -825 | -0.7% | Q4 2025 | Jan 16, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Reduced | 115,729 | 28,487 | 0.47% | 0.48% | 242 | -886 | -0.76% | Q4 2025 | Jan 28, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 105,860 | 28,133 | 0.89% | 0.6% | 243 | +15,766 | 17.5% | Q4 2025 | Jan 23, 2026 |
| Edge Wealth Management LLC | History | Reduced | 113,918 | 28,042 | 4.95% | 4.94% | 244 | -1,320 | -1.15% | Q4 2025 | Jan 12, 2026 |
| &PARTNERS | History | Added to | 112,936 | 27,958 | 0.15% | 0.16% | 245 | +9,756 | 9.46% | Q4 2025 | Feb 17, 2026 |
| WATERS PARKERSON & CO., LLC | History | Added to | 113,080 | 27,835 | 1.37% | 1.33% | 246 | +14 | 0.01% | Q4 2025 | Feb 12, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 112,616 | 27,721 | 0.32% | 0.26% | 247 | +50,987 | 82.73% | Q4 2025 | Jan 29, 2026 |
| NewEdge Advisors, LLC | History | Added to | 112,429 | 27,675 | 0.1% | 0.12% | 248 | +5,738 | 5.38% | Q4 2025 | Feb 18, 2026 |
| Vontobel Holding Ltd. | History | Added to | 110,232 | 27,134 | 0.09% | 0.02% | 249 | +76,126 | 223.2% | Q4 2025 | Feb 13, 2026 |
| CHOREO, LLC | History | Added to | 149,369 | 26,529 | 0.34% | 0.33% | 250 | +1,326 | 0.9% | Q4 2025 | Jan 23, 2026 |
| STEPHENS INC /AR/ | History | Added to | 107,259 | 26,402 | 0.33% | 0.3% | 251 | +8,402 | 8.5% | Q4 2025 | Feb 05, 2026 |
| NTV ASSET MANAGEMENT LLC | History | Added to | 105,012 | 25,849 | 2.74% | 2.48% | 252 | +11,107 | 11.83% | Q4 2025 | Jan 20, 2026 |
| Shay Capital LLC | History | Added to | 104,918 | 25,826 | 2.67% | 0.94% | 253 | +59,918 | 133.15% | Q4 2025 | Feb 17, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | New | 104,564 | 25,739 | 4.25% | — | 254 | +104,564 | New | Q4 2025 | Feb 18, 2026 |
| FIRST HORIZON CORP | History | Added to | 103,237 | 25,412 | 1.14% | 0.96% | 255 | +19,042 | 22.62% | Q4 2025 | Jan 27, 2026 |
| Valeo Financial Advisors, LLC | History | Reduced | 102,945 | 25,340 | 0.56% | 0.57% | 256 | -687 | -0.66% | Q4 2025 | Feb 04, 2026 |
| Analyst IMS Investment Management Services Ltd. | History | Added to | 100,305 | 24,691 | 0.72% | 0.73% | 257 | +2,960 | 3.04% | Q4 2025 | Jan 20, 2026 |
| Busey Bank | History | Reduced | 100,189 | 24,662 | 0.65% | 0.68% | 258 | -1,250 | -1.23% | Q4 2025 | Jan 27, 2026 |
| MYDA Advisors LLC | History | New | 100,000 | 24,616 | 4.69% | — | 260 | +100,000 | New | Q4 2025 | Feb 13, 2026 |
| EMG Holdings, L.P. | History | Reduced | 100,000 | 24,616 | 18.2% | 15.46% | 259 | -70,000 | -41.18% | Q4 2025 | Feb 17, 2026 |
| Callan Family Office, LLC | History | Added to | 99,530 | 24,500 | 0.53% | 0.42% | 261 | +45,520 | 84.28% | Q4 2025 | Feb 12, 2026 |
| Royal Fund Management, LLC | History | Added to | 98,936 | 24,386 | 2.22% | 0.86% | 262 | +69,340 | 234.29% | Q4 2025 | Jan 15, 2026 |
| Janney Capital Management LLC | History | Reduced | 98,278 | 24,192 | 1.52% | 1.51% | 263 | -1,634 | -1.64% | Q4 2025 | Feb 11, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 97,401 | 23,976 | 0.19% | 0.25% | 264 | -100,529 | -50.79% | Q4 2025 | Feb 13, 2026 |
| RIVERBRIDGE PARTNERS LLC | History | Added to | 97,095 | 23,900 | 0.45% | 0.01% | 265 | +93,540 | 2631.22% | Q4 2025 | Jan 13, 2026 |
| Durable Capital Partners LP | History | New | 96,776 | 23,822 | 0.23% | — | 266 | +96,776 | New | Q4 2025 | Feb 17, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 96,493 | 23,752 | 0.08% | 0.09% | 267 | -473 | -0.49% | Q4 2025 | Feb 06, 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | History | Added to | 95,964 | 23,622 | 1.99% | 1.9% | 268 | +3,760 | 4.08% | Q4 2025 | Jan 15, 2026 |
| BIP Wealth, LLC | History | Reduced | 93,236 | 22,950 | 0.81% | 1.16% | 269 | -3,654 | -3.77% | Q4 2025 | Jan 21, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 93,180 | 22,937 | 0.29% | 0.3% | 270 | -1,111 | -1.18% | Q4 2025 | Feb 09, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Added to | 91,490 | 22,521 | 0.28% | 0.22% | 271 | +9,894 | 12.13% | Q4 2025 | Feb 02, 2026 |
| Atika Capital Management LLC | History | New | 910 | 22,400 | 2.36% | — | 272 | +910 | New | Q4 2025 | Feb 13, 2026 |
| 1ST SOURCE BANK | History | Reduced | 90,488 | 22,274 | 1.17% | 1.27% | 273 | -9,011 | -9.06% | Q4 2025 | Feb 05, 2026 |
| Tarbox Family Office, Inc. | History | Reduced | 90,196 | 22,202 | 3.57% | 3.58% | 274 | -10,558 | -10.48% | Q4 2025 | Jan 21, 2026 |
| Hilltop Holdings Inc. | History | Added to | 88,615 | 21,813 | 1.29% | 0.71% | 275 | +33,120 | 59.68% | Q4 2025 | Feb 17, 2026 |
| Finley Financial, LLC | History | Reduced | 88,347 | 21,747 | 9.96% | 9.91% | 276 | -185 | -0.21% | Q4 2025 | Jan 21, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 87,762 | 21,603 | 0.06% | 0.02% | 277 | +59,835 | 214.26% | Q4 2025 | Jan 26, 2026 |
| River Wealth Advisors LLC | History | Reduced | 86,270 | 21,236 | 2.38% | 2.45% | 278 | -420 | -0.48% | Q4 2025 | Feb 13, 2026 |
| Vestcor Inc | History | Added to | 85,537 | 21,056 | 0.6% | 0.35% | 279 | +37,743 | 78.97% | Q4 2025 | Feb 11, 2026 |
| CWM, LLC | History | Added to | 85,030 | 20,931 | 0.06% | 0.06% | 280 | +4,153 | 5.13% | Q4 2025 | Jan 26, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 84,625 | 20,831 | 0.18% | 0.16% | 281 | -1,678 | -1.94% | Q4 2025 | Jan 05, 2026 |
| PRUDENTIAL PLC | History | Added to | 84,400 | 20,775 | 0.16% | 0.12% | 282 | +17,650 | 26.44% | Q4 2025 | Feb 11, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Reduced | 84,358 | 20,765 | 0.43% | 0.4% | 283 | -9,168 | -9.8% | Q4 2025 | Feb 05, 2026 |
| Wilmington Savings Fund Society, FSB | History | Reduced | 84,161 | 20,717 | 0.49% | 0.5% | 284 | -1,931 | -2.24% | Q4 2025 | Feb 12, 2026 |
| ANB BANK | History | Reduced | 83,077 | 20,450 | 8.11% | 8.18% | 285 | -311 | -0.37% | Q4 2025 | Feb 13, 2026 |
| Great Waters Wealth Management | History | Reduced | 82,977 | 20,425 | 2.25% | 2.82% | 286 | -15,705 | -15.91% | Q4 2025 | Jan 15, 2026 |
| Jacobi Capital Management LLC | History | Added to | 81,519 | 20,066 | 1.16% | 1.04% | 287 | +10,574 | 14.9% | Q4 2025 | Feb 13, 2026 |
| Glenview Trust Co | History | Reduced | 81,413 | 20,040 | 0.31% | 0.31% | 288 | -76 | -0.09% | Q4 2025 | Feb 09, 2026 |
| Hillcrest Wealth Advisors - NY, LLC | History | Added to | 80,987 | 19,935 | 8.58% | 8.63% | 289 | +1,675 | 2.11% | Q4 2025 | Jan 12, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 79,814 | 19,646 | 0.14% | 0.15% | 290 | +5,345 | 7.18% | Q4 2025 | Feb 18, 2026 |
| SteelPeak Wealth, LLC | History | Reduced | 79,550 | 19,581 | 0.64% | 0.69% | 291 | -6,366 | -7.41% | Q4 2025 | Jan 20, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 91,869 | 19,526 | 0.47% | 0.38% | 292 | +9,759 | 11.89% | Q4 2025 | Feb 11, 2026 |
| Brewster Financial Planning LLC | History | Reduced | 79,198 | 19,495 | 11.98% | 12.11% | 293 | -382 | -0.48% | Q4 2025 | Jan 14, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 78,802 | 19,397 | 0.12% | 0.11% | 294 | +17,312 | 28.15% | Q4 2025 | Feb 17, 2026 |
| Coastline Trust Co | History | Added to | 78,462 | 19,314 | 1.82% | 1.27% | 295 | +29,487 | 60.21% | Q4 2025 | Jan 05, 2026 |
| Guardian Wealth Advisors, LLC | History | Reduced | 78,359 | 19,288 | 10.88% | 11.0% | 296 | -1,813 | -2.26% | Q4 2025 | Feb 02, 2026 |
| AMARILLO NATIONAL BANK | History | Reduced | 78,285 | 19,270 | 3.38% | 3.48% | 297 | -3,606 | -4.4% | Q4 2025 | Jan 28, 2026 |
| SCOPUS ASSET MANAGEMENT, L.P. | History | Reduced | 77,221 | 19,008 | 0.31% | 1.5% | 298 | -380,779 | -83.14% | Q4 2025 | Feb 17, 2026 |
| McElhenny Sheffield Capital Management, LLC | History | Added to | 76,923 | 18,935 | 4.61% | 0.09% | 299 | +75,375 | 4869.19% | Q4 2025 | Jan 21, 2026 |
| BTC Capital Management, Inc. | History | Reduced | 76,813 | 18,896 | 1.32% | 1.29% | 300 | -644 | -0.83% | Q4 2025 | Jan 15, 2026 |
| Impactive Capital LP | History | Reduced | 75,604 | 18,610 | 1.18% | 7.09% | 301 | -533,637 | -87.59% | Q4 2025 | Feb 17, 2026 |
| Ripple Effect Asset Management LP | History | New | 75,000 | 18,462 | 5.29% | — | 302 | +75,000 | New | Q4 2025 | Feb 13, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 71,990 | 18,192 | 1.61% | 1.6% | 303 | -267 | -0.37% | Q4 2025 | Jan 28, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 73,829 | 18,173 | 0.23% | 0.24% | 304 | +546 | 0.75% | Q4 2025 | Feb 05, 2026 |
| Baron Financial Group, LLC | History | Reduced | 73,743 | 18,152 | 9.73% | 9.81% | 305 | -292 | -0.39% | Q4 2025 | Jan 09, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 72,779 | 17,915 | 0.83% | 0.72% | 306 | +11,124 | 18.04% | Q4 2025 | Feb 13, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Reduced | 72,416 | 17,825 | 0.49% | 0.5% | 307 | -616 | -0.84% | Q4 2025 | Feb 03, 2026 |
| KANAWHA CAPITAL MANAGEMENT LLC | History | Reduced | 72,236 | 17,781 | 1.23% | 1.21% | 308 | -177 | -0.24% | Q4 2025 | Jan 28, 2026 |
| Crewe Advisors LLC | History | Reduced | 71,464 | 17,591 | 1.56% | 1.67% | 309 | -1,028 | -1.42% | Q4 2025 | Jan 16, 2026 |
| PATTON FUND MANAGEMENT, INC. | History | Reduced | 71,072 | 17,495 | 2.35% | 3.14% | 310 | -1,213 | -1.68% | Q4 2025 | Jan 23, 2026 |
| Verdence Capital Advisors LLC | History | Added to | 70,676 | 17,397 | 1.03% | 0.94% | 311 | +5,396 | 8.27% | Q4 2025 | Jan 29, 2026 |
| EP Wealth Advisors, LLC | History | New | 70,452 | 17,342 | 0.09% | — | 312 | +70,452 | New | Q4 2025 | Feb 18, 2026 |
| Diversified Trust Co | History | Reduced | 70,434 | 17,338 | 0.32% | 0.35% | 313 | -1,582 | -2.2% | Q4 2025 | Jan 09, 2026 |
| Litman Gregory Wealth Management LLC | History | Reduced | 70,345 | 17,316 | 1.27% | 1.35% | 314 | -4,587 | -6.12% | Q4 2025 | Feb 12, 2026 |
| LCM Capital Management Inc | History | Reduced | 69,585 | 17,129 | 8.28% | 8.09% | 315 | -101 | -0.14% | Q4 2025 | Jan 29, 2026 |
| BRIGADE CAPITAL MANAGEMENT, LP | History | Reduced | 69,000 | 16,985 | 5.13% | 11.87% | 316 | -331,000 | -82.75% | Q4 2025 | Feb 13, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 68,651 | 16,899 | 0.36% | 0.33% | 317 | +8,617 | 14.35% | Q4 2025 | Feb 05, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 66,508 | 16,487 | 0.03% | 0.03% | 318 | +5,348 | 8.74% | Q4 2025 | Feb 05, 2026 |
| Global Retirement Partners, LLC | History | Added to | 66,066 | 16,262 | 0.29% | 0.28% | 319 | +14,358 | 27.77% | Q4 2025 | Feb 06, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 65,557 | 16,138 | 0.01% | 0.01% | 320 | +11,874 | 22.12% | Q4 2025 | Feb 17, 2026 |
| LuminArx Capital Management LP | History | New | 227,500 | 15,892 | 14.77% | — | 321 | +227,500 | New | Q4 2025 | Feb 17, 2026 |
| TRUE Private Wealth Advisors | History | Reduced | 64,197 | 15,802 | 1.58% | 1.62% | 322 | -1,570 | -2.39% | Q4 2025 | Feb 13, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 63,741 | 15,690 | 0.76% | 0.75% | 323 | -548 | -0.85% | Q4 2025 | Jan 20, 2026 |
| CONNORS INVESTOR SERVICES INC | History | Reduced | 63,200 | 15,557 | 1.34% | 1.46% | 324 | -7,394 | -10.47% | Q4 2025 | Feb 09, 2026 |
| DIMENSION CAPITAL MANAGEMENT LLC | History | Reduced | 62,974 | 15,501 | 2.17% | 2.24% | 325 | -1,484 | -2.3% | Q4 2025 | Feb 17, 2026 |
| SMITH, MOORE & CO. | History | Reduced | 62,921 | 15,488 | 1.17% | 1.18% | 326 | -532 | -0.84% | Q4 2025 | Jan 23, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | Added to | 62,319 | 15,340 | 1.11% | 1.13% | 328 | +2,271 | 3.78% | Q4 2025 | Feb 09, 2026 |
| RTD Financial Advisors, Inc. | History | Reduced | 62,319 | 15,340 | 1.87% | 1.86% | 327 | -1,721 | -2.69% | Q4 2025 | Jan 27, 2026 |
| Northeast Financial Group, Inc. | History | Added to | 62,295 | 15,334 | 3.47% | 2.67% | 329 | +18,002 | 40.64% | Q4 2025 | Feb 17, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 62,279 | 15,330 | 0.08% | 0.08% | 330 | +5,434 | 9.56% | Q4 2025 | Feb 12, 2026 |
| EARNEST PARTNERS LLC | History | Added to | 62,084 | 15,282 | 0.07% | 0.02% | 331 | +47,302 | 320.0% | Q4 2025 | Feb 12, 2026 |
| WESBANCO BANK INC | History | Reduced | 62,049 | 15,273 | 0.42% | 0.5% | 332 | -12,814 | -17.12% | Q4 2025 | Feb 03, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Reduced | 61,355 | 15,103 | 1.04% | 1.12% | 333 | -388 | -0.63% | Q4 2025 | Feb 02, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | New | 61,000 | 15,015 | 1.4% | — | 334 | +61,000 | New | Q4 2025 | Feb 17, 2026 |
| New Perspectives, Inc | History | Added to | 60,354 | 14,856 | 5.15% | 6.38% | 335 | +1,492 | 2.53% | Q4 2025 | Jan 28, 2026 |
| SIGMA INVESTMENT COUNSELORS INC | History | Reduced | 60,285 | 14,839 | 0.75% | 0.77% | 336 | -1,144 | -1.86% | Q4 2025 | Feb 03, 2026 |
| Portland Global Advisors LLC | History | Reduced | 60,144 | 14,804 | 1.59% | 1.69% | 337 | -2,237 | -3.59% | Q4 2025 | Feb 10, 2026 |
| Harvey Partners, LLC | History | Reduced | 60,000 | 14,769 | 1.31% | 2.58% | 338 | -60,000 | -50.0% | Q4 2025 | Feb 17, 2026 |
| CENTRAL BANK & TRUST CO | History | Added to | 59,850 | 14,732 | 2.28% | 1.15% | 339 | +29,570 | 97.66% | Q4 2025 | Jan 09, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 59,300 | 14,597 | 0.03% | 0.02% | 340 | +22,040 | 59.15% | Q4 2025 | Feb 17, 2026 |
| SYMMETRY PEAK MANAGEMENT LLC | History | Added to | 59,200 | 14,572 | 3.86% | 0.96% | 341 | +40,700 | 220.0% | Q4 2025 | Feb 17, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | Reduced | 59,141 | 14,558 | 2.31% | 2.67% | 342 | -3,790 | -6.02% | Q4 2025 | Jan 22, 2026 |
| Jasper Ridge Partners, L.P. | History | Reduced | 59,093 | 14,546 | 0.32% | 0.4% | 343 | -13,618 | -18.73% | Q4 2025 | Feb 12, 2026 |
| Westshore Wealth, LLC | History | Added to | 58,540 | 14,410 | 4.77% | 4.83% | 344 | +73 | 0.12% | Q4 2025 | Feb 25, 2026 |
| IronBridge Private Wealth, LLC | History | No change | 58,388 | 14,372 | 4.55% | 4.46% | 345 | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| Symphony Financial, Ltd. Co. | History | Reduced | 57,905 | 14,334 | 1.93% | 2.85% | 346 | -38,164 | -39.73% | Q4 2025 | Feb 11, 2026 |
| Simmons Bank | History | Reduced | 57,935 | 14,261 | 0.95% | 0.94% | 347 | -516 | -0.88% | Q4 2025 | Feb 05, 2026 |
| Prospera Financial Services Inc | History | Added to | 57,696 | 14,216 | 0.23% | 0.21% | 348 | +6,567 | 12.84% | Q4 2025 | Feb 09, 2026 |
| Canada Post Corp Registered Pension Plan | History | No change | 57,711 | 14,206 | 0.54% | 0.62% | 349 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 56,571 | 13,925 | 0.25% | 0.28% | 350 | +432 | 0.77% | Q4 2025 | Jan 16, 2026 |
| Allworth Financial LP | History | New | 56,509 | 13,910 | 0.06% | — | 351 | +56,509 | New | Q4 2025 | Feb 05, 2026 |
| BOKF, NA | History | Added to | 56,336 | 13,867 | 0.21% | 0.18% | 352 | +7,094 | 14.41% | Q4 2025 | Feb 03, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Added to | 56,036 | 13,793 | 0.09% | 0.08% | 353 | +6,281 | 12.62% | Q4 2025 | Feb 17, 2026 |
| Humankind Investments LLC | History | No change | 55,660 | 13,701 | 6.15% | 3.08% | 354 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Waratah Capital Advisors Ltd. | History | Reduced | 55,200 | 13,588 | 0.46% | 1.19% | 355 | -224,000 | -80.23% | Q4 2025 | Feb 09, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 55,125 | 13,569 | 0.41% | 0.42% | 356 | -2,000 | -3.5% | Q4 2025 | Feb 11, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | Added to | 55,026 | 13,545 | 0.18% | 0.13% | 357 | +15,774 | 40.19% | Q4 2025 | Feb 13, 2026 |
| Corre Partners Management, LLC | History | Reduced | 55,000 | 13,538 | 14.59% | 32.95% | 358 | -65,000 | -54.17% | Q4 2025 | Feb 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 54,957 | 13,528 | 0.14% | 0.11% | 359 | +24,155 | 78.42% | Q4 2025 | Jan 23, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 54,807 | 13,491 | 2.56% | 2.73% | 360 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| CDC Financial, Inc. | History | New | 52,800 | 13,405 | 6.27% | — | 361 | +52,800 | New | Q4 2025 | Feb 13, 2026 |
| ASPIRIANT, LLC | History | Added to | 54,428 | 13,398 | 0.38% | 0.34% | 362 | +8,186 | 17.7% | Q4 2025 | Jan 20, 2026 |
| Advisory Services Network, LLC | History | Reduced | 54,320 | 13,371 | 0.19% | 0.21% | 363 | -3,484 | -6.03% | Q4 2025 | Feb 17, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 54,294 | 13,364 | 0.04% | 0.04% | 364 | +1,357 | 2.56% | Q4 2025 | Feb 13, 2026 |
| Idaho Trust Co | History | Added to | 54,198 | 13,341 | 4.42% | 4.27% | 365 | +1,764 | 3.36% | Q4 2025 | Feb 05, 2026 |
| Legacy Wealth Management, Inc | History | Reduced | 53,689 | 13,216 | 0.76% | 0.78% | 366 | -1,312 | -2.39% | Q4 2025 | Jan 21, 2026 |
| MACKENZIE FINANCIAL CORP | History | Reduced | 53,327 | 13,200 | 0.02% | 0.03% | 367 | -34,262 | -39.12% | Q4 2025 | Feb 18, 2026 |
| HighMark Wealth Management LLC | History | Added to | 53,583 | 13,188 | 5.37% | 5.71% | 368 | +28 | 0.05% | Q4 2025 | Feb 05, 2026 |
| HB Wealth Management, LLC | History | Reduced | 53,530 | 13,177 | 0.09% | 0.09% | 369 | -662 | -1.22% | Q4 2025 | Jan 28, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 53,499 | 13,169 | 0.16% | 0.16% | 370 | +1,614 | 3.11% | Q4 2025 | Jan 29, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Reduced | 52,994 | 13,044 | 1.31% | 1.38% | 371 | -1,449 | -2.66% | Q4 2025 | Jan 27, 2026 |
| Argent Advisors, Inc. | History | Reduced | 52,702 | 12,973 | 3.62% | 3.88% | 372 | -1,711 | -3.14% | Q4 2025 | Feb 11, 2026 |
| Quantinno Capital Management LP | History | Added to | 52,678 | 12,967 | 0.03% | 0.03% | 373 | +6,950 | 15.2% | Q4 2025 | Feb 17, 2026 |
| LONDON CO OF VIRGINIA | History | Added to | 52,515 | 12,927 | 0.07% | 0.03% | 374 | +26,986 | 105.71% | Q4 2025 | Feb 17, 2026 |
| OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) | History | New | 97,000 | 12,811 | 17.71% | — | 375 | +97,000 | New | Q4 2025 | Mar 04, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 52,024 | 12,806 | 0.15% | 0.13% | 376 | -9,932 | -16.03% | Q4 2025 | Feb 13, 2026 |
| Annandale Capital, LLC | History | No change | 61,400 | 12,806 | 1.52% | 0.64% | 377 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Sageworth Trust Co | History | Reduced | 51,777 | 12,745 | 0.55% | 0.59% | 378 | -411 | -0.79% | Q4 2025 | Feb 03, 2026 |
| HIGHBRIDGE CAPITAL MANAGEMENT LLC | History | New | 51,440 | 12,662 | 0.4% | — | 379 | +51,440 | New | Q4 2025 | Feb 11, 2026 |
| PALISADE CAPITAL MANAGEMENT, LP | History | New | 51,404 | 12,653 | 0.37% | — | 380 | +51,404 | New | Q4 2025 | Feb 17, 2026 |
| SilverOak Wealth Management LLC | History | Reduced | 51,254 | 12,616 | 1.98% | 2.14% | 381 | -1,052 | -2.01% | Q4 2025 | Jan 28, 2026 |
| HANCOCK WHITNEY CORP | History | Added to | 51,205 | 12,604 | 0.23% | 0.22% | 382 | +977 | 1.95% | Q4 2025 | Feb 17, 2026 |
| Delta Accumulation, LLC | History | Added to | 51,000 | 12,554 | 0.46% | 0.36% | 383 | +24,600 | 93.18% | Q4 2025 | Feb 05, 2026 |
| COURIER CAPITAL LLC | History | Added to | 50,874 | 12,523 | 0.7% | 0.7% | 384 | +183 | 0.36% | Q4 2025 | Jan 29, 2026 |
| NEPC LLC | History | Added to | 50,846 | 12,516 | 0.27% | 0.32% | 385 | +149 | 0.29% | Q4 2025 | Feb 17, 2026 |
| Latigo Investments, LLC | History | No change | 50,522 | 12,436 | 6.12% | 6.16% | 386 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| McLean Asset Management Corp | History | Reduced | 46,898 | 12,343 | 2.21% | 2.44% | 387 | -997 | -2.08% | Q4 2025 | Jan 16, 2026 |
| Ursa Fund Management, LLC | History | Added to | 50,000 | 12,308 | 0.5% | 4.07% | 388 | +35,000 | 233.33% | Q4 2025 | Feb 17, 2026 |
| Enclave Advisors LLC | History | Added to | 49,961 | 12,298 | 1.74% | 0.24% | 389 | +43,518 | 675.43% | Q4 2025 | Jan 14, 2026 |
| RED CEDAR INVESTMENT MANAGEMENT, LLC | History | Added to | 49,672 | 12,227 | 1.32% | 1.4% | 390 | +167 | 0.34% | Q4 2025 | Feb 11, 2026 |
| SummitTX Capital, L.P. | History | Reduced | 49,513 | 12,188 | 0.37% | 0.62% | 391 | -12,057 | -19.58% | Q4 2025 | Feb 17, 2026 |
| BANQUE PICTET & CIE SA | History | Added to | 48,271 | 11,882 | 0.07% | 0.06% | 392 | +2,699 | 5.92% | Q4 2025 | Jan 16, 2026 |
| Fluent Financial, LLC | History | Added to | 48,155 | 11,853 | 4.52% | 3.45% | 393 | +11,747 | 32.26% | Q4 2025 | Jan 14, 2026 |
| Clal Insurance Enterprises Holdings Ltd | History | Reduced | 48,000 | 11,816 | 0.08% | 1.72% | 394 | -884,000 | -94.85% | Q4 2025 | Feb 13, 2026 |
| Volterra Technologies LP | History | Added to | 47,900 | 11,791 | 1.19% | 0.7% | 395 | +14,200 | 42.14% | Q4 2025 | Feb 13, 2026 |
| Alpine Bank Wealth Management | History | Reduced | 47,861 | 11,781 | 1.67% | 1.75% | 396 | -3,664 | -7.11% | Q4 2025 | Jan 15, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 47,760 | 11,756 | 0.01% | 0.01% | 397 | -11,472 | -19.37% | Q4 2025 | Feb 12, 2026 |
| William Howard & Co Financial Advisors Inc | History | Added to | 47,586 | 11,713 | 9.87% | 9.78% | 398 | +90 | 0.19% | Q4 2025 | Jan 21, 2026 |
| VestGen Advisors, LLC | History | Added to | 47,518 | 11,697 | 0.5% | 0.33% | 399 | +7,172 | 17.78% | Q4 2025 | Feb 17, 2026 |
| Arkadios Wealth Advisors | History | Added to | 47,338 | 11,652 | 0.23% | 0.13% | 400 | +24,708 | 109.18% | Q4 2025 | Feb 13, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Reduced | 46,599 | 11,470 | 1.68% | 2.09% | 401 | -10,366 | -18.2% | Q4 2025 | Feb 09, 2026 |
| DT Investment Partners, LLC | History | Reduced | 46,442 | 11,432 | 0.95% | 0.97% | 402 | -1,118 | -2.35% | Q4 2025 | Feb 10, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 46,299 | 11,397 | 0.3% | 0.31% | 403 | +3,528 | 8.25% | Q4 2025 | Feb 02, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 46,281 | 11,392 | 0.37% | 0.54% | 404 | -31,247 | -40.3% | Q4 2025 | Jan 09, 2026 |
| Corsicana & Co. | History | Reduced | 46,106 | 11,349 | 6.37% | 6.4% | 405 | -955 | -2.03% | Q4 2025 | Jan 07, 2026 |
| MCF Advisors LLC | History | Reduced | 46,059 | 11,337 | 0.63% | 0.71% | 406 | -1,562 | -3.28% | Q4 2025 | Feb 11, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 45,978 | 11,318 | 0.59% | 0.12% | 407 | +36,806 | 401.29% | Q4 2025 | Feb 05, 2026 |
| VANGUARD GROUP INC | History | Added to | 45,908 | 11,300 | 0.0% | 0.0% | 408 | +507 | 1.12% | Q4 2025 | Jan 29, 2026 |
| Covalent Partners LLC | History | Added to | 45,500 | 11,200 | 49.49% | 22.78% | 409 | +20,500 | 82.0% | Q4 2025 | Feb 17, 2026 |
| Arbor Investment Advisors, LLC | History | Reduced | 45,169 | 11,118 | 1.46% | 1.46% | 410 | -2,228 | -4.7% | Q4 2025 | Jan 23, 2026 |
| Smithfield Trust Co | History | Reduced | 45,151 | 11,108 | 0.49% | 0.5% | 411 | -766 | -1.67% | Q4 2025 | Feb 09, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 44,891 | 11,050 | 0.49% | 0.46% | 412 | -537 | -1.18% | Q4 2025 | Feb 17, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 44,845 | 11,039 | 0.06% | 0.06% | 413 | +5,584 | 14.22% | Q4 2025 | Feb 11, 2026 |
| SCS Capital Management LLC | History | Reduced | 44,732 | 11,011 | 0.12% | 0.12% | 414 | -2,664 | -5.62% | Q4 2025 | Feb 10, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Reduced | 44,297 | 10,904 | 0.26% | 0.27% | 415 | -443 | -0.99% | Q4 2025 | Feb 03, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | Added to | 44,180 | 10,875 | 0.03% | 0.01% | 416 | +27,900 | 171.38% | Q4 2025 | Feb 10, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 44,128 | 10,862 | 0.06% | 0.07% | 417 | -2,756 | -5.88% | Q4 2025 | Feb 03, 2026 |
| DeepCurrents Investment Group LLC | History | Reduced | 440 | 10,831 | 0.35% | 7.83% | 418 | -12,169 | -96.51% | Q4 2025 | Feb 13, 2026 |
| Alphadyne Asset Management LP | History | Reduced | 43,900 | 10,806 | 0.25% | 5.84% | 419 | -251,320 | -85.13% | Q4 2025 | Feb 17, 2026 |
| Pine Valley Investments Ltd Liability Co | History | Reduced | 43,613 | 10,735 | 0.5% | 0.6% | 420 | -6,709 | -13.33% | Q4 2025 | Feb 13, 2026 |
| FIRST NATIONAL TRUST CO | History | Added to | 43,536 | 10,716 | 0.36% | 0.34% | 421 | +2,623 | 6.41% | Q4 2025 | Feb 09, 2026 |
| Harvest Investment Advisors, LLC | History | New | 43,517 | 10,712 | 6.07% | — | 422 | +43,517 | New | Q4 2025 | Feb 17, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | History | Added to | 43,411 | 10,686 | 0.04% | 0.01% | 423 | +35,993 | 485.21% | Q4 2025 | Feb 18, 2026 |
| Compound Planning, Inc. | History | Added to | 43,256 | 10,647 | 0.31% | 0.29% | 424 | +6,302 | 17.05% | Q4 2025 | Feb 19, 2026 |
| Foster Group, Inc. | History | Reduced | 42,838 | 10,545 | 0.32% | 0.38% | 425 | -7,517 | -14.93% | Q4 2025 | Jan 12, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 42,818 | 10,540 | 0.34% | 0.16% | 426 | +23,666 | 123.57% | Q4 2025 | Feb 13, 2026 |
| Engine Capital Management, LP | History | Reduced | 42,444 | 10,448 | 1.44% | 1.48% | 427 | -9,000 | -17.49% | Q4 2025 | Feb 17, 2026 |
| XML Financial, LLC | History | Reduced | 41,970 | 10,331 | 0.84% | 0.83% | 428 | -231 | -0.55% | Q4 2025 | Feb 11, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Reduced | 41,695 | 10,263 | 0.15% | 0.15% | 429 | -908 | -2.13% | Q4 2025 | Feb 09, 2026 |
| Tidal Investments LLC | History | New | 41,637 | 10,249 | 0.02% | — | 430 | +41,637 | New | Q4 2025 | Feb 13, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 41,574 | 10,233 | 0.33% | 0.34% | 431 | +68 | 0.16% | Q4 2025 | Jan 12, 2026 |
| CONNING INC. | History | No change | 41,524 | 10,221 | 0.34% | 0.33% | 432 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Howard Capital Management Inc. | History | Added to | 41,433 | 10,199 | 0.13% | 0.13% | 433 | +1,162 | 2.89% | Q4 2025 | Jan 23, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 41,254 | 10,155 | 0.25% | 0.24% | 434 | +1,987 | 5.06% | Q4 2025 | Jan 28, 2026 |
| BlueCrest Capital Management Ltd | History | New | 41,000 | 10,092 | 0.3% | — | 435 | +41,000 | New | Q4 2025 | Feb 17, 2026 |
| FULTON BREAKEFIELD BROENNIMAN LLC | History | Reduced | 40,871 | 10,060 | 0.63% | 0.64% | 436 | -359 | -0.87% | Q4 2025 | Jan 21, 2026 |
| Gray Private Wealth, LLC | History | Added to | 40,780 | 10,038 | 4.9% | 4.72% | 437 | +2,073 | 5.36% | Q4 2025 | Feb 04, 2026 |
| Diversified Portfolios, Inc. | History | Reduced | 40,551 | 9,982 | 0.83% | 0.87% | 438 | -227 | -0.56% | Q4 2025 | Feb 09, 2026 |
| Citizens Business Bank | History | Added to | 40,441 | 9,954 | 1.64% | 1.6% | 439 | +727 | 1.83% | Q4 2025 | Feb 02, 2026 |
| GREENBERG FINANCIAL GROUP | History | New | 40,023 | 9,852 | 4.06% | — | 440 | +40,023 | New | Q4 2025 | Jan 22, 2026 |
| DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. | History | No change | 40,000 | 9,850 | 0.96% | 1.02% | 441 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Systematic Alpha Investments, LLC | History | No change | 40,006 | 9,847 | 0.31% | 0.32% | 442 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| MENDON CAPITAL ADVISORS CORP | History | Added to | 40,000 | 9,846 | 2.92% | 1.39% | 443 | +25,000 | 166.67% | Q4 2025 | Feb 18, 2026 |
| LPWM LLC | History | Added to | 39,923 | 9,827 | 2.48% | 2.28% | 444 | +4,548 | 12.86% | Q4 2025 | Jan 06, 2026 |
| ADAR1 Capital Management, LLC | History | New | 39,570 | 9,740 | 0.72% | — | 445 | +39,570 | New | Q4 2025 | Feb 18, 2026 |
| Vavra Capital Management, LLC | History | New | 39,324 | 9,679 | 9.51% | — | 446 | +39,324 | New | Q4 2025 | Jan 22, 2026 |
| THOMPSON SIEGEL & WALMSLEY LLC | History | Added to | 39,167 | 9,641 | 0.16% | 0.04% | 447 | +30,018 | 328.1% | Q4 2025 | Feb 10, 2026 |
| Evercore Wealth Management, LLC | History | Added to | 39,079 | 9,619 | 0.14% | 0.13% | 448 | +3,053 | 8.47% | Q4 2025 | Feb 17, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | Reduced | 39,061 | 9,615 | 0.14% | 0.14% | 449 | -1,137 | -2.83% | Q4 2025 | Feb 12, 2026 |
| Capital Group Private Client Services, Inc. | History | Added to | 38,928 | 9,582 | 0.15% | 0.14% | 450 | +3,154 | 8.82% | Q4 2025 | Feb 11, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Added to | 38,831 | 9,558 | 0.42% | 0.37% | 452 | +5,461 | 16.36% | Q4 2025 | Jan 29, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | Added to | 38,829 | 9,558 | 0.27% | 0.27% | 451 | +279 | 0.72% | Q4 2025 | Feb 13, 2026 |
| CARRET ASSET MANAGEMENT, LLC | History | Added to | 38,430 | 9,459 | 0.9% | 0.89% | 453 | +572 | 1.51% | Q4 2025 | Feb 17, 2026 |
| Aspen Investment Management Inc | History | Added to | 38,329 | 9,435 | 2.84% | 3.41% | 454 | +1,878 | 5.15% | Q4 2025 | Feb 06, 2026 |
| CULBERTSON A N & CO INC | History | Reduced | 38,186 | 9,399 | 1.29% | 1.33% | 455 | -625 | -1.61% | Q4 2025 | Jan 21, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 35,481 | 9,395 | 0.23% | 0.23% | 456 | +173 | 0.49% | Q4 2025 | Jan 28, 2026 |
| RAELIPSKIE PARTNERSHIP | History | Reduced | 38,106 | 9,380 | 3.93% | 5.1% | 457 | -10,965 | -22.35% | Q4 2025 | Feb 04, 2026 |
| PKO Investment Management Joint-Stock Co | History | Added to | 38,033 | 9,362 | 0.75% | 0.66% | 458 | +6,033 | 18.85% | Q4 2025 | Feb 02, 2026 |
| Meridian Wealth Partners, LLC | History | Reduced | 38,021 | 9,359 | 1.29% | 1.33% | 459 | -2,068 | -5.16% | Q4 2025 | Feb 13, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 37,721 | 9,285 | 0.69% | 0.7% | 460 | +427 | 1.14% | Q4 2025 | Feb 13, 2026 |
| BASSO CAPITAL MANAGEMENT, L.P. | History | Added to | 37,447 | 9,217 | 5.49% | 0.89% | 461 | +31,926 | 578.26% | Q4 2025 | Feb 17, 2026 |
| BAILARD, INC. | History | Reduced | 37,398 | 9,205 | 0.2% | 0.33% | 462 | -26,251 | -41.24% | Q4 2025 | Feb 04, 2026 |
| Argent Trust Co | History | Added to | 37,334 | 9,190 | 0.32% | 0.3% | 463 | +2,809 | 8.14% | Q4 2025 | Feb 10, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 37,294 | 9,180 | 0.04% | 0.01% | 464 | +24,672 | 195.47% | Q4 2025 | Feb 12, 2026 |
| Gilbert & Cook, Inc. | History | Reduced | 37,279 | 9,176 | 1.15% | 1.32% | 465 | -5,141 | -12.12% | Q4 2025 | Jan 07, 2026 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | History | Added to | 37,199 | 9,156 | 0.34% | 0.33% | 466 | +2,944 | 8.59% | Q4 2025 | Feb 13, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 37,151 | 9,145 | 0.65% | 0.55% | 467 | +8,350 | 28.99% | Q4 2025 | Jan 21, 2026 |
| ASSOCIATED BANC-CORP | History | Added to | 36,971 | 9,100 | 0.23% | 0.17% | 468 | +10,148 | 37.83% | Q4 2025 | Feb 06, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 36,734 | 9,042 | 0.2% | 0.21% | 469 | +700 | 1.94% | Q4 2025 | Jan 27, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 36,675 | 9,028 | 0.74% | 0.65% | 470 | +5,425 | 17.36% | Q4 2025 | Jan 23, 2026 |
| Aristotle Capital Boston, LLC | History | Added to | 36,665 | 9,025 | 0.5% | 0.45% | 471 | +368 | 1.01% | Q4 2025 | Feb 17, 2026 |
| SURIENCE PRIVATE WEALTH LLC | History | Reduced | 36,565 | 9,000 | 9.66% | 12.85% | 472 | -21,517 | -37.05% | Q4 2025 | Jan 16, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 36,459 | 8,974 | 0.68% | 0.72% | 473 | -207 | -0.56% | Q4 2025 | Jan 09, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | New | 36,344 | 8,946 | 0.07% | — | 474 | +36,344 | New | Q4 2025 | Feb 17, 2026 |
| IFG Advisory, LLC | History | Added to | 36,149 | 8,898 | 0.39% | 0.38% | 475 | +1,743 | 5.07% | Q4 2025 | Feb 10, 2026 |
| Capstone Financial Advisors, Inc. | History | Added to | 35,600 | 8,763 | 0.47% | 0.47% | 476 | +77 | 0.22% | Q4 2025 | Feb 17, 2026 |
| Cornerstone Wealth Group, LLC | History | Added to | 35,529 | 8,745 | 0.6% | 0.1% | 477 | +29,253 | 466.11% | Q4 2025 | Jan 26, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 35,380 | 8,709 | 0.12% | 0.07% | 478 | +11,597 | 48.76% | Q4 2025 | Feb 02, 2026 |
| LEE JOHNSON CAPITAL MANAGEMENT, LLC | History | Added to | 35,764 | 8,686 | 2.98% | 2.8% | 479 | +954 | 2.74% | Q4 2025 | Jan 12, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 35,219 | 8,669 | 0.11% | 0.09% | 480 | +6,836 | 24.08% | Q4 2025 | Feb 09, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 35,096 | 8,639 | 0.15% | 0.18% | 481 | +473 | 1.37% | Q4 2025 | Feb 19, 2026 |
| COUNTRY TRUST BANK | History | Reduced | 35,042 | 8,625 | 0.16% | 0.75% | 482 | -107,368 | -75.39% | Q4 2025 | Jan 21, 2026 |
| Sierra Capital LLC | History | Added to | 34,996 | 8,615 | 0.91% | 0.93% | 483 | +7 | 0.02% | Q4 2025 | Feb 18, 2026 |
| Gotham Asset Management, LLC | History | Added to | 34,867 | 8,582 | 0.03% | 0.03% | 484 | +8,118 | 30.35% | Q4 2025 | Feb 17, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | New | 34,776 | 8,560 | 0.18% | — | 485 | +34,776 | New | Q4 2025 | Feb 17, 2026 |
| Aspect Partners, LLC | History | Reduced | 34,739 | 8,551 | 3.74% | 3.86% | 486 | -438 | -1.25% | Q4 2025 | Jan 23, 2026 |
| Private Wealth Asset Management, LLC | History | Added to | 34,731 | 8,549 | 0.93% | 0.98% | 487 | +292 | 0.85% | Q4 2025 | Feb 10, 2026 |
| EVOKE WEALTH, LLC | History | Added to | 34,645 | 8,528 | 0.16% | 0.15% | 488 | +4,094 | 13.4% | Q4 2025 | Feb 06, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | Reduced | 34,614 | 8,520 | 0.93% | 0.93% | 489 | -505 | -1.44% | Q4 2025 | Jan 29, 2026 |
| NBT BANK N A /NY | History | Added to | 34,122 | 8,519 | 0.55% | 0.54% | 490 | +106 | 0.31% | Q4 2025 | Jan 23, 2026 |
| INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | History | Added to | 34,533 | 8,500 | 3.51% | 2.56% | 491 | +9,709 | 39.11% | Q4 2025 | Feb 04, 2026 |
| Sowell Financial Services LLC | History | Reduced | 34,316 | 8,447 | 0.31% | 0.36% | 492 | -4,293 | -11.12% | Q4 2025 | Jan 21, 2026 |
| Ramsay, Stattman, Vela & Price, Inc. | History | Reduced | 34,034 | 8,377 | 1.51% | 1.6% | 493 | -2,915 | -7.89% | Q4 2025 | Jan 23, 2026 |
| KICKSTAND VENTURES, LLC. | History | Added to | 33,506 | 8,247 | 1.74% | 1.66% | 494 | +2,408 | 7.74% | Q4 2025 | Jan 29, 2026 |
| FSA WEALTH PARTNERS, INC. | History | Added to | 33,490 | 8,243 | 2.96% | 2.38% | 495 | +7,968 | 31.22% | Q4 2025 | Jan 30, 2026 |
| MOLLER WEALTH PARTNERS | History | Reduced | 33,458 | 8,236 | 1.72% | 1.89% | 496 | -3,986 | -10.65% | Q4 2025 | Jan 08, 2026 |
| Newport Capital Group, LLC | History | Added to | 33,337 | 8,209 | 5.02% | 5.01% | 497 | +426 | 1.29% | Q4 2025 | Feb 13, 2026 |
| Rossmore Private Capital | History | Added to | 33,307 | 8,198 | 0.73% | 0.74% | 498 | +4,956 | 17.48% | Q4 2025 | Feb 05, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | New | 33,222 | 8,180 | 0.01% | — | 499 | +33,222 | New | Q4 2025 | Feb 13, 2026 |
| Nilsine Partners, LLC | History | Added to | 33,149 | 8,159 | 0.71% | 0.69% | 500 | +1,464 | 4.62% | Q4 2025 | Jan 15, 2026 |
| Palisade Asset Management, LLC | History | Added to | 33,015 | 8,126 | 0.79% | 0.74% | 501 | +24 | 0.07% | Q4 2025 | Feb 13, 2026 |
| Independent Family Office, LLC | History | No change | 33,011 | 8,125 | 3.39% | 3.38% | 502 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| World Investment Advisors | History | Added to | 32,933 | 8,106 | 0.13% | 0.13% | 503 | +6,814 | 26.09% | Q4 2025 | Mar 12, 2026 |
| Guided Capital Wealth Management, LLC | History | Reduced | 32,749 | 8,061 | 5.65% | 6.81% | 504 | -117 | -0.36% | Q4 2025 | Jan 15, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | Added to | 32,610 | 8,027 | 3.79% | 3.78% | 505 | +100 | 0.31% | Q4 2025 | Feb 13, 2026 |
| Polymer Capital Management (US) LLC | History | Reduced | 32,500 | 8,000 | 0.84% | 1.92% | 506 | -42,500 | -56.67% | Q4 2025 | Feb 17, 2026 |
| Midwest Trust Co | History | Reduced | 32,491 | 7,997 | 0.1% | 0.1% | 507 | -481 | -1.46% | Q4 2025 | Feb 04, 2026 |
| Ascent Group, LLC | History | Reduced | 32,180 | 7,921 | 0.27% | 0.29% | 508 | -1,547 | -4.59% | Q4 2025 | Jan 20, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Reduced | 32,095 | 7,900 | 0.0% | 0.02% | 509 | -111,381 | -77.63% | Q4 2025 | Feb 13, 2026 |
| Three Seasons Wealth, LLC | History | New | 32,061 | 7,892 | 0.75% | — | 510 | +32,061 | New | Q4 2025 | Jan 15, 2026 |
| NewEdge Wealth, LLC | History | Added to | 32,057 | 7,891 | 0.09% | 0.08% | 511 | +8,826 | 37.99% | Q4 2025 | Feb 03, 2026 |
| HELIOS CAPITAL MANAGEMENT PTE. LTD | History | No change | 32,000 | 7,877 | 5.41% | 5.25% | 512 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| NWF Advisory Services Inc. | History | Reduced | 31,843 | 7,838 | 0.87% | 1.15% | 513 | -11,368 | -26.31% | Q4 2025 | Mar 03, 2026 |
| BURLING WEALTH PARTNERS, LLC | History | Reduced | 31,814 | 7,831 | 1.22% | 1.29% | 514 | -410 | -1.27% | Q4 2025 | Feb 06, 2026 |
| Rathbones Group PLC | History | Added to | 31,730 | 7,810 | 0.03% | 0.03% | 515 | +1,255 | 4.12% | Q4 2025 | Feb 06, 2026 |
| Curi Capital, LLC | History | Reduced | 31,676 | 7,797 | 0.14% | 0.14% | 516 | -153 | -0.48% | Q4 2025 | Feb 17, 2026 |
| Palisades Investment Partners, LLC | History | Reduced | 31,650 | 7,790 | 2.94% | 3.84% | 517 | -8,783 | -21.72% | Q4 2025 | Jan 20, 2026 |
| Klingman & Associates, LLC | History | Reduced | 31,608 | 7,780 | 0.38% | 0.39% | 518 | -415 | -1.3% | Q4 2025 | Jan 29, 2026 |
| CMG Global Holdings, LLC | History | Added to | 29,778 | 7,757 | 3.44% | 3.64% | 519 | +52 | 0.17% | Q4 2025 | Feb 05, 2026 |
| SimpliFi, Inc. | History | Reduced | 31,476 | 7,748 | 3.28% | 7.46% | 520 | -40,594 | -56.33% | Q4 2025 | Jan 23, 2026 |
| PCM Encore, LLC | History | New | 31,477 | 7,748 | 1.65% | — | 521 | +31,477 | New | Q4 2025 | Feb 13, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 31,376 | 7,723 | 2.57% | 2.8% | 522 | -2,716 | -7.97% | Q4 2025 | Jan 23, 2026 |
| Arete Wealth Advisors, LLC | History | Added to | 31,317 | 7,709 | 0.47% | 0.43% | 523 | +3,011 | 10.64% | Q4 2025 | Feb 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 31,291 | 7,702 | 0.0% | 0.0% | 524 | +891 | 2.93% | Q4 2025 | Feb 13, 2026 |
| JMG Financial Group, Ltd. | History | Added to | 31,219 | 7,684 | 0.22% | 0.21% | 525 | +625 | 2.04% | Q4 2025 | Feb 10, 2026 |
| Maytus Capital Management, LLC | History | Reduced | 31,000 | 7,630 | 1.8% | 5.55% | 526 | -75,970 | -71.02% | Q4 2025 | Feb 17, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 30,771 | 7,574 | 0.03% | 0.03% | 527 | +2,002 | 6.96% | Q4 2025 | Feb 12, 2026 |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | History | Reduced | 30,761 | 7,572 | 1.82% | 1.86% | 528 | -977 | -3.08% | Q4 2025 | Jan 29, 2026 |
| UNIQUE WEALTH, LLC | History | Reduced | 30,626 | 7,538 | 1.05% | 1.09% | 529 | -215 | -0.7% | Q4 2025 | Jan 06, 2026 |
| Marquette Asset Management, LLC | History | Added to | 30,400 | 7,483 | 1.1% | 0.9% | 530 | +5,958 | 24.38% | Q4 2025 | Jan 16, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Reduced | 30,385 | 7,479 | 0.1% | 0.1% | 531 | -1,128 | -3.58% | Q4 2025 | Jan 22, 2026 |
| Cornerstone Advisory, LLC | History | Added to | 30,221 | 7,439 | 0.71% | 0.7% | 532 | +942 | 3.22% | Q4 2025 | Jan 28, 2026 |
| Redwood Investment Management, LLC | History | Added to | 30,212 | 7,437 | 0.84% | 0.69% | 533 | +4,066 | 15.55% | Q4 2025 | Feb 17, 2026 |
| Bleakley Financial Group, LLC | History | Reduced | 30,117 | 7,413 | 0.13% | 0.17% | 534 | -188 | -0.62% | Q4 2025 | Feb 09, 2026 |
| One William Street Capital Management, L.P. | History | New | 30,000 | 7,384 | 0.99% | — | 535 | +30,000 | New | Q4 2025 | Feb 17, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 29,826 | 7,341 | 0.27% | 0.27% | 536 | +43 | 0.14% | Q4 2025 | Feb 02, 2026 |
| CALIFORNIA FIRST LEASING CORP | History | No change | 29,705 | 7,312 | 2.37% | 2.63% | 537 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Reduced | 29,691 | 7,308 | 0.15% | 0.17% | 538 | -2,847 | -8.75% | Q4 2025 | Feb 18, 2026 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | History | New | 29,655 | 7,299 | 0.11% | — | 539 | +29,655 | New | Q4 2025 | Feb 17, 2026 |
| Single Point Partners, LLC | History | Added to | 29,539 | 7,271 | 1.44% | 1.43% | 540 | +490 | 1.69% | Q4 2025 | Jan 26, 2026 |
| RMR Wealth Builders | History | Reduced | 29,467 | 7,253 | 0.58% | 0.75% | 541 | -7,557 | -20.41% | Q4 2025 | Jan 29, 2026 |
| Banque Cantonale Vaudoise | History | Reduced | 29,257 | 7,202 | 0.26% | 0.28% | 542 | -1,714 | -5.53% | Q4 2025 | Feb 06, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 29,205 | 7,189 | 0.18% | 0.2% | 543 | -2,852 | -8.9% | Q4 2025 | Feb 09, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 29,161 | 7,178 | 0.05% | 0.04% | 544 | +6,492 | 28.64% | Q4 2025 | Feb 12, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 29,156 | 7,177 | 0.89% | 0.93% | 545 | +77 | 0.26% | Q4 2025 | Feb 13, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 29,144 | 7,174 | 0.17% | 0.17% | 546 | +1,342 | 4.83% | Q4 2025 | Jan 29, 2026 |
| Composition Wealth, LLC | History | Reduced | 29,089 | 7,160 | 0.1% | 0.11% | 547 | -1,254 | -4.13% | Q4 2025 | Feb 02, 2026 |
| Ballentine Partners, LLC | History | Reduced | 29,075 | 7,157 | 0.1% | 0.11% | 548 | -2,270 | -7.24% | Q4 2025 | Feb 03, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 29,060 | 7,153 | 0.01% | 0.01% | 549 | -1,106 | -3.67% | Q4 2025 | Feb 12, 2026 |
| Gallo Partners, LP | History | New | 28,910 | 7,116 | 6.28% | — | 550 | +28,910 | New | Q4 2025 | Feb 17, 2026 |
| St. Louis Trust Co | History | Added to | 28,759 | 7,079 | 0.81% | 0.87% | 551 | +3 | 0.01% | Q4 2025 | Feb 09, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 28,292 | 6,964 | 0.08% | 0.08% | 552 | +25 | 0.09% | Q4 2025 | Feb 06, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Reduced | 28,286 | 6,962 | 0.37% | 0.36% | 553 | -192 | -0.67% | Q4 2025 | Feb 11, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 28,143 | 6,927 | 0.26% | 0.26% | 554 | -254 | -0.89% | Q4 2025 | Feb 17, 2026 |
| Silver Point Capital L.P. | History | Reduced | 28,073 | 6,910 | 0.31% | 3.72% | 555 | -267,927 | -90.52% | Q4 2025 | Feb 17, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 27,967 | 6,884 | 0.08% | 0.08% | 556 | +578 | 2.11% | Q4 2025 | Jan 21, 2026 |
| Caerus Investment Advisors, LLC | History | Reduced | 27,940 | 6,877 | 2.23% | 3.02% | 557 | -2,538 | -8.33% | Q4 2025 | Feb 12, 2026 |
| SVB WEALTH LLC | History | Reduced | 27,914 | 6,871 | 0.41% | 0.48% | 558 | -9,004 | -24.39% | Q4 2025 | Feb 04, 2026 |
| WELCH & FORBES LLC | History | Added to | 27,872 | 6,860 | 0.08% | 0.08% | 559 | +118 | 0.43% | Q4 2025 | Feb 10, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Added to | 27,701 | 6,818 | 0.1% | 0.1% | 560 | +868 | 3.23% | Q4 2025 | Jan 22, 2026 |
| HORIZON BANCORP INC /IN/ | History | Reduced | 27,680 | 6,814 | 3.32% | 3.28% | 561 | -721 | -2.54% | Q4 2025 | Feb 11, 2026 |
| Independence Bank of Kentucky | History | Added to | 27,680 | 6,813 | 0.85% | 0.85% | 562 | +443 | 1.63% | Q4 2025 | Jan 20, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | Added to | 27,595 | 6,792 | 0.28% | 0.28% | 563 | +195 | 0.71% | Q4 2025 | Jan 16, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 27,560 | 6,784 | 0.38% | 0.39% | 564 | -335 | -1.2% | Q4 2025 | Jan 14, 2026 |
| Parisi Gray Wealth Management | History | Added to | 27,414 | 6,748 | 1.53% | 1.66% | 565 | +1,049 | 3.98% | Q4 2025 | Jan 07, 2026 |
| Mutual Advisors, LLC | History | Added to | 27,353 | 6,733 | 0.14% | 0.14% | 566 | +934 | 3.54% | Q4 2025 | Feb 02, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 27,159 | 6,685 | 0.09% | 0.09% | 567 | +1,687 | 6.62% | Q4 2025 | Feb 10, 2026 |
| Greenland Capital Management LP | History | Reduced | 27,138 | 6,680 | 0.71% | 1.62% | 568 | -39,800 | -59.46% | Q4 2025 | Feb 17, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | New | 27,048 | 6,658 | 1.03% | — | 569 | +27,048 | New | Q4 2025 | Feb 11, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 27,014 | 6,649 | 0.08% | 0.07% | 570 | +2,861 | 11.85% | Q4 2025 | Feb 11, 2026 |
| Fifth Third Wealth Advisors LLC | History | Added to | 27,010 | 6,648 | 0.23% | 0.24% | 571 | +224 | 0.84% | Q4 2025 | Jan 15, 2026 |
| CLARK FINANCIAL SERVICES GROUP INC /BD | History | Reduced | 26,191 | 6,619 | 3.52% | 3.48% | 572 | -899 | -3.32% | Q4 2025 | Jan 06, 2026 |
| Torrey-Payne Wealth Management, LLC | History | New | 25,046 | 6,611 | 5.92% | — | 573 | +25,046 | New | Q4 2025 | Feb 19, 2026 |
| PFW Advisors LLC | History | Reduced | 26,856 | 6,610 | 2.0% | 1.97% | 574 | -678 | -2.46% | Q4 2025 | Jan 12, 2026 |
| YHB Investment Advisors, Inc. | History | Added to | 26,726 | 6,578 | 0.45% | 0.46% | 575 | +545 | 2.08% | Q4 2025 | Jan 16, 2026 |
| Virtus Wealth Solutions LLC | History | New | 26,721 | 6,577 | 1.25% | — | 576 | +26,721 | New | Q4 2025 | Jan 29, 2026 |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | History | New | 26,622 | 6,553 | 1.98% | — | 577 | +26,622 | New | Q4 2025 | Feb 10, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 26,550 | 6,535 | 0.07% | 0.08% | 578 | -3,599 | -11.94% | Q4 2025 | Feb 13, 2026 |
| Venture Visionary Partners LLC | History | Reduced | 26,476 | 6,517 | 0.21% | 0.23% | 579 | -784 | -2.88% | Q4 2025 | Feb 13, 2026 |
| SIG BROKERAGE, LP | History | Reduced | 26,403 | 6,499 | 0.2% | 0.21% | 580 | -3,597 | -11.99% | Q4 2025 | Feb 17, 2026 |
| Fearless Solutions, LLC dba Best Invest | History | Reduced | 26,389 | 6,495 | 3.93% | 4.13% | 581 | -232 | -0.87% | Q4 2025 | Jan 20, 2026 |
| FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC | History | Reduced | 26,336 | 6,482 | 0.66% | 0.67% | 582 | -35 | -0.13% | Q4 2025 | Jan 30, 2026 |
| CAPE COD FIVE CENTS SAVINGS BANK | History | No change | 29,296 | 6,471 | 0.59% | 0.59% | 583 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Atria Investments, Inc | History | Reduced | 26,183 | 6,445 | 0.07% | 0.1% | 584 | -10,966 | -29.52% | Q4 2025 | Feb 05, 2026 |
| Pine Ridge Advisers LLC | History | No change | 26,022 | 6,405 | 0.38% | 0.37% | 585 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| GreatBanc Trust CO | History | Reduced | 25,991 | 6,397 | 4.51% | 4.32% | 586 | -100 | -0.38% | Q4 2025 | Feb 12, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 25,948 | 6,387 | 0.16% | 0.14% | 587 | +4,045 | 18.47% | Q4 2025 | Feb 17, 2026 |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | History | Reduced | 23,910 | 6,354 | 4.42% | 8.45% | 588 | -27,938 | -53.88% | Q4 2025 | Jan 20, 2026 |
| CITY HOLDING CO | History | Reduced | 25,703 | 6,327 | 0.78% | 0.79% | 589 | -190 | -0.73% | Q4 2025 | Jan 22, 2026 |
| Mandatum Life Insurance Co Ltd | History | Added to | 25,679 | 6,321 | 1.44% | 1.36% | 590 | +2,067 | 8.75% | Q4 2025 | Feb 11, 2026 |
| PEDDOCK CAPITAL ADVISORS, LLC | History | Added to | 25,641 | 6,311 | 1.32% | 1.3% | 591 | +662 | 2.65% | Q4 2025 | Jan 21, 2026 |
| IRONWOOD INVESTMENT MANAGEMENT LLC | History | Added to | 25,472 | 6,270 | 2.64% | 2.59% | 592 | +901 | 3.67% | Q4 2025 | Feb 12, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Reduced | 25,335 | 6,236 | 0.35% | 0.36% | 593 | -3,288 | -11.49% | Q4 2025 | Feb 06, 2026 |
| Larson Financial Group LLC | History | Reduced | 34,777 | 6,230 | 0.21% | 0.25% | 594 | -2,144 | -5.81% | Q4 2025 | Feb 06, 2026 |
| Quantbot Technologies LP | History | Added to | 25,044 | 6,164 | 0.21% | 0.12% | 595 | +6,159 | 32.61% | Q4 2025 | Feb 10, 2026 |
| BRIDGES INVESTMENT MANAGEMENT INC | History | No change | 25,016 | 6,157 | 0.08% | 0.08% | 596 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| FourWorld Capital Management LLC | History | Added to | 25,000 | 6,154 | 87.11% | 5.73% | 597 | +10,000 | 66.67% | Q4 2025 | Feb 20, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 24,960 | 6,144 | 0.12% | 0.13% | 598 | +1,804 | 7.79% | Q4 2025 | Feb 09, 2026 |
| Hunting Hill Global Capital, LLC | History | Added to | 24,900 | 6,129 | 4.22% | 0.9% | 599 | +11,483 | 85.59% | Q4 2025 | Feb 17, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 24,872 | 6,122 | 0.15% | 0.12% | 600 | +5,027 | 25.33% | Q4 2025 | Feb 13, 2026 |
| Summit Wealth Partners, LLC | History | Reduced | 24,864 | 6,120 | 1.13% | 1.15% | 601 | -1,466 | -5.57% | Q4 2025 | Jan 27, 2026 |
| BayBridge Capital Group, LLC | History | Reduced | 24,496 | 6,029 | 3.74% | 3.78% | 602 | -20 | -0.08% | Q4 2025 | Jan 16, 2026 |
| Canton Hathaway, LLC | History | No change | 24,411 | 6,009 | 1.16% | 1.13% | 603 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| IFP Advisors, Inc | History | Added to | 24,409 | 6,008 | 0.13% | 0.13% | 604 | +3,567 | 17.11% | Q4 2025 | Feb 06, 2026 |
| UNION SAVINGS BANK | History | New | 24,299 | 5,981 | 2.59% | — | 605 | +24,299 | New | Q4 2025 | Mar 06, 2026 |
| Parallel Advisors, LLC | History | Reduced | 24,293 | 5,980 | 0.11% | 0.12% | 606 | -2,588 | -9.63% | Q4 2025 | Feb 11, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 24,147 | 5,944 | 0.0% | 0.0% | 607 | +6,977 | 40.63% | Q4 2025 | Feb 02, 2026 |
| AE Wealth Management LLC | History | Added to | 24,150 | 5,944 | 0.03% | 0.03% | 608 | +3,750 | 18.38% | Q4 2025 | Jan 26, 2026 |
| Mill Creek Capital Advisors, LLC | History | Reduced | 24,140 | 5,942 | 0.12% | 0.14% | 609 | -4,692 | -16.27% | Q4 2025 | Feb 13, 2026 |
| Goldstone Financial Group, LLC | History | Reduced | 24,094 | 5,930 | 0.66% | 0.71% | 610 | -557 | -2.26% | Q4 2025 | Feb 13, 2026 |
| CERTUITY, LLC | History | Added to | 23,711 | 5,836 | 0.37% | 0.39% | 611 | +18 | 0.08% | Q4 2025 | Jan 30, 2026 |
| Evolution Wealth Advisors, LLC | History | Added to | 23,694 | 5,832 | 0.59% | 0.77% | 612 | +31 | 0.13% | Q4 2025 | Jan 12, 2026 |
| Crescent Grove Advisors, LLC | History | Added to | 23,535 | 5,793 | 0.54% | 0.54% | 613 | +95 | 0.41% | Q4 2025 | Feb 11, 2026 |
| Haverford Trust Co | History | Added to | 23,516 | 5,788 | 0.05% | 0.05% | 614 | +1,554 | 7.08% | Q4 2025 | Feb 13, 2026 |
| Platt Investment Counsel, LLC | History | New | 23,469 | 5,777 | 4.27% | — | 615 | +23,469 | New | Q4 2025 | Jan 07, 2026 |
| Spahn Wealth & Retirement LLC | History | Added to | 23,445 | 5,771 | 3.58% | 3.33% | 616 | +208 | 0.9% | Q4 2025 | Feb 13, 2026 |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | History | Reduced | 23,384 | 5,756 | 1.36% | 1.4% | 617 | -113 | -0.48% | Q4 2025 | Feb 02, 2026 |
| LM Advisors LLC | History | Reduced | 1,413 | 5,739 | 0.1% | 0.06% | 618 | -440 | -23.75% | Q4 2025 | Feb 13, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 23,243 | 5,721 | 0.3% | 0.31% | 619 | -1 | -0.0% | Q4 2025 | Mar 04, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | Added to | 23,216 | 5,714 | 3.18% | 2.07% | 620 | +8,856 | 61.67% | Q4 2025 | Feb 17, 2026 |
| Merit Financial Group, LLC | History | Added to | 23,157 | 5,700 | 0.05% | 0.05% | 621 | +679 | 3.02% | Q4 2025 | Jan 26, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 23,101 | 5,687 | 0.26% | 0.2% | 622 | +5,369 | 30.28% | Q4 2025 | Feb 13, 2026 |
| Mount Capital Ltd | History | No change | 23,100 | 5,686 | 2.3% | 2.0% | 623 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Williams Jones Wealth Management, LLC. | History | Reduced | 23,084 | 5,682 | 0.06% | 0.06% | 624 | -290 | -1.24% | Q4 2025 | Feb 13, 2026 |
| Stordahl Capital Management, Inc. | History | Reduced | 23,035 | 5,670 | 1.17% | 1.18% | 625 | -270 | -1.16% | Q4 2025 | Jan 27, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | Reduced | 22,772 | 5,605 | 0.55% | 0.56% | 626 | -354 | -1.53% | Q4 2025 | Jan 20, 2026 |
| ALGERT GLOBAL LLC | History | Added to | 22,707 | 5,590 | 0.09% | 0.04% | 627 | +13,909 | 158.09% | Q4 2025 | Feb 17, 2026 |
| Pinnacle Wealth Management Group, Inc. | History | Added to | 22,635 | 5,571 | 2.78% | 2.74% | 628 | +531 | 2.4% | Q4 2025 | Jan 23, 2026 |
| StoneX Group Inc. | History | Reduced | 22,571 | 5,567 | 0.24% | 0.4% | 629 | -15,467 | -40.66% | Q4 2025 | Feb 12, 2026 |
| St. Johns Investment Management Company, LLC | History | Added to | 22,549 | 5,550 | 2.31% | 2.2% | 630 | +1,120 | 5.23% | Q4 2025 | Jan 29, 2026 |
| TOMPKINS FINANCIAL CORP | History | Added to | 22,447 | 5,525 | 0.43% | 0.09% | 631 | +18,057 | 411.32% | Q4 2025 | Jan 08, 2026 |
| Smith & Howard Wealth Management, LLC | History | Reduced | 22,436 | 5,522 | 1.24% | 1.4% | 632 | -2,743 | -10.89% | Q4 2025 | Feb 03, 2026 |
| COREPATH WEALTH PARTNERS LLC | History | Reduced | 21,106 | 5,519 | 3.7% | 3.97% | 633 | -1,042 | -4.7% | Q4 2025 | Jan 15, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 22,397 | 5,514 | 0.0% | 0.0% | 634 | +10,459 | 87.61% | Q4 2025 | Feb 17, 2026 |
| K.J. Harrison & Partners Inc | History | Reduced | 22,398 | 5,513 | 0.73% | 0.78% | 635 | -60 | -0.27% | Q4 2025 | Feb 03, 2026 |
| Consilium Wealth Advisory, LLC | History | Added to | 22,366 | 5,505 | 2.03% | 1.69% | 636 | +4,294 | 23.76% | Q4 2025 | Jan 26, 2026 |
| WINCAP FINANCIAL LLC | History | Added to | 22,353 | 5,502 | 3.78% | 3.68% | 637 | +358 | 1.63% | Q4 2025 | Jan 14, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 22,306 | 5,490 | 0.48% | 0.48% | 638 | -118 | -0.53% | Q4 2025 | Jan 26, 2026 |
| WCG Wealth Advisors LLC | History | New | 22,297 | 5,488 | 0.15% | — | 639 | +22,297 | New | Q4 2025 | Feb 10, 2026 |
| ARCADIA INVESTMENT ADVISORS LLC | History | Reduced | 22,242 | 5,475 | 2.55% | 3.8% | 640 | -10,102 | -31.23% | Q4 2025 | Jan 15, 2026 |
| Rockingstone Advisors LLC | History | Added to | 22,219 | 5,469 | 2.49% | 2.43% | 641 | +1,830 | 8.98% | Q4 2025 | Jan 28, 2026 |
| Amtrust Financial Services, Inc. | History | No change | 22,200 | 5,464 | 1.73% | 1.79% | 642 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| OAK HARBOR WEALTH PARTNERS, LLC | History | Added to | 22,103 | 5,440 | 1.31% | 1.28% | 643 | +693 | 3.24% | Q4 2025 | Feb 02, 2026 |
| Prosperity Consulting Group, LLC | History | Reduced | 22,027 | 5,422 | 0.24% | 0.29% | 644 | -2,347 | -9.63% | Q4 2025 | Feb 17, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 22,016 | 5,419 | 0.35% | 0.32% | 645 | +2,789 | 14.51% | Q4 2025 | Jan 23, 2026 |
| Ryan Investment Management, Inc. | History | Reduced | 21,978 | 5,410 | 3.0% | 3.73% | 646 | -5,731 | -20.68% | Q4 2025 | Jan 12, 2026 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | History | Added to | 21,900 | 5,390 | 0.85% | 0.01% | 647 | +21,700 | 10850.0% | Q4 2025 | Feb 02, 2026 |
| Jacksonville Wealth Management, LLC | History | Added to | 21,881 | 5,386 | 3.81% | 3.81% | 648 | +433 | 2.02% | Q4 2025 | Feb 04, 2026 |
| ALPHA CAPITAL ADVISORS INC /ADV | History | New | 20,564 | 5,374 | 4.99% | — | 649 | +20,564 | New | Q4 2025 | Feb 18, 2026 |
| E&G Advisors, LP | History | Reduced | 21,835 | 5,374 | 1.2% | 1.24% | 650 | -107 | -0.49% | Q4 2025 | Jan 23, 2026 |
| Manchester Capital Management LLC | History | Added to | 21,821 | 5,371 | 0.73% | 0.67% | 651 | +1,508 | 7.42% | Q4 2025 | Feb 11, 2026 |
| MERIDIAN INVESTMENT COUNSEL INC. | History | Added to | 21,813 | 5,369 | 1.29% | 1.17% | 652 | +2,166 | 11.02% | Q4 2025 | Jan 20, 2026 |
| NOVEM GROUP | History | No change | 21,712 | 5,344 | 0.61% | 0.62% | 653 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Addenda Capital Inc. | History | Added to | 21,650 | 5,330 | 0.16% | 0.15% | 654 | +850 | 4.09% | Q4 2025 | Jan 22, 2026 |
| WEALTHEDGE INVESTMENT ADVISORS, LLC | History | Reduced | 21,359 | 5,257 | 1.94% | 1.98% | 655 | -258 | -1.19% | Q4 2025 | Feb 17, 2026 |
| STEPH & CO | History | Added to | 21,332 | 5,251 | 1.51% | 1.54% | 656 | +481 | 2.31% | Q4 2025 | Jan 23, 2026 |
| Gilbert Capital Group, Inc. | History | New | 21,321 | 5,248 | 3.94% | — | 657 | +21,321 | New | Q4 2025 | Jan 23, 2026 |
| MONTAG A & ASSOCIATES INC | History | Reduced | 21,288 | 5,240 | 0.24% | 0.3% | 658 | -5,843 | -21.54% | Q4 2025 | Feb 02, 2026 |
| Farmers & Merchants Trust Co of Long Beach | History | Added to | 21,261 | 5,233 | 1.2% | 1.04% | 659 | +986 | 4.86% | Q4 2025 | Jan 29, 2026 |
| TCV Trust & Wealth Management, Inc. | History | Reduced | 21,197 | 5,217 | 0.42% | 0.43% | 660 | -153 | -0.72% | Q4 2025 | Jan 23, 2026 |
| EASTERN BANK | History | Added to | 21,131 | 5,201 | 0.09% | 0.06% | 661 | +6,472 | 44.15% | Q4 2025 | Jan 14, 2026 |
| Ackerman Asset Management, LLC | History | Added to | 21,014 | 5,172 | 3.44% | 3.64% | 662 | +14 | 0.07% | Q4 2025 | Feb 13, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | New | 20,843 | 5,169 | 0.15% | — | 663 | +20,843 | New | Q4 2025 | Feb 13, 2026 |
| SMITH CHAS P & ASSOCIATES PA CPAS | History | Added to | 20,772 | 5,113 | 0.27% | 0.28% | 664 | +7,465 | 56.1% | Q4 2025 | Feb 09, 2026 |
| Carnegie Investment Counsel | History | Added to | 20,709 | 5,097 | 0.09% | 0.08% | 665 | +3,137 | 17.85% | Q4 2025 | Jan 23, 2026 |
| waypoint wealth counsel | History | Added to | 20,547 | 5,057 | 1.85% | 1.95% | 666 | +162 | 0.79% | Q4 2025 | Jan 28, 2026 |
| C2C Wealth Management, LLC | History | Reduced | 20,502 | 5,046 | 4.25% | 4.65% | 667 | -1,869 | -8.35% | Q4 2025 | Jan 21, 2026 |
| SSI INVESTMENT MANAGEMENT LLC | History | Added to | 20,453 | 5,034 | 0.34% | 0.34% | 668 | +17 | 0.08% | Q4 2025 | Feb 10, 2026 |
| Three Bridge Wealth Advisors, LLC | History | Added to | 20,397 | 5,020 | 1.32% | 1.2% | 669 | +1,185 | 6.17% | Q4 2025 | Feb 10, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 20,220 | 4,977 | 0.05% | 0.05% | 670 | +56 | 0.28% | Q4 2025 | Feb 13, 2026 |
| HUB Investment Partners, LLC | History | Reduced | 20,161 | 4,962 | 0.13% | 0.29% | 671 | -15,917 | -44.12% | Q4 2025 | Feb 17, 2026 |
| AUA CAPITAL MANAGEMENT, LLC | History | No change | 20,153 | 4,960 | 2.49% | 2.74% | 672 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Triumph Capital Management | History | Reduced | 20,058 | 4,937 | 1.07% | 1.33% | 673 | -473 | -2.3% | Q4 2025 | Feb 12, 2026 |
| Ironsides Asset Advisors, LLC | History | New | 20,045 | 4,934 | 1.25% | — | 674 | +20,045 | New | Q4 2025 | Feb 12, 2026 |
| Union Square Park Capital Management, LLC | History | Reduced | 20,000 | 4,923 | 2.37% | 9.9% | 675 | -95,000 | -82.61% | Q4 2025 | Feb 17, 2026 |
| BOSTON RESEARCH & MANAGEMENT INC | History | Reduced | 19,992 | 4,921 | 1.13% | 1.12% | 676 | -983 | -4.69% | Q4 2025 | Feb 11, 2026 |
| Spire Wealth Management | History | Reduced | 19,884 | 4,894 | 0.16% | 0.17% | 677 | -269 | -1.33% | Q4 2025 | Jan 14, 2026 |
| CWA Asset Management Group, LLC | History | Reduced | 19,881 | 4,893 | 0.18% | 0.19% | 678 | -1,273 | -6.02% | Q4 2025 | Jan 07, 2026 |
| Peapod Lane Capital LLC | History | Added to | 19,758 | 4,863 | 4.14% | 1.71% | 679 | +11,863 | 150.26% | Q4 2025 | Jan 28, 2026 |
| Kovack Advisors, Inc. | History | Added to | 19,745 | 4,860 | 0.23% | 0.07% | 680 | +16,868 | 586.31% | Q4 2025 | Feb 17, 2026 |
| BANK OF NOVA SCOTIA | History | Reduced | 19,673 | 4,842 | 0.01% | 0.05% | 681 | -96,819 | -83.11% | Q4 2025 | Feb 13, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 19,629 | 4,831 | 0.5% | 0.54% | 682 | +440 | 2.29% | Q4 2025 | Feb 13, 2026 |
| Benchmark Financial Wealth Advisors, LLC | History | Reduced | 19,462 | 4,790 | 1.37% | 1.54% | 683 | -1,664 | -7.88% | Q4 2025 | Jan 27, 2026 |
| NBC SECURITIES, INC. | History | Added to | 19,453 | 4,788 | 0.36% | 0.29% | 684 | +4,073 | 26.48% | Q4 2025 | Jan 29, 2026 |
| Aureus Asset Management, LLC | History | Added to | 19,352 | 4,763 | 0.3% | 0.3% | 685 | +17 | 0.09% | Q4 2025 | Feb 17, 2026 |
| Sigma Planning Corp | History | Reduced | 19,280 | 4,746 | 0.13% | 0.14% | 686 | -1,132 | -5.55% | Q4 2025 | Jan 30, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | Reduced | 19,251 | 4,738 | 0.03% | 0.03% | 687 | -24 | -0.12% | Q4 2025 | Jan 13, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 19,207 | 4,728 | 0.14% | 0.09% | 688 | +7,227 | 60.33% | Q4 2025 | Feb 13, 2026 |
| JENNISON ASSOCIATES LLC | History | New | 19,201 | 4,726 | 0.0% | — | 689 | +19,201 | New | Q4 2025 | Jan 30, 2026 |
| Connecticut Wealth Management, LLC | History | Reduced | 19,202 | 4,726 | 0.21% | 0.21% | 690 | -491 | -2.49% | Q4 2025 | Feb 12, 2026 |
| Consolidated Portfolio Review Corp | History | Added to | 19,162 | 4,716 | 0.41% | 0.18% | 691 | +13,167 | 219.63% | Q4 2025 | Jan 26, 2026 |
| CALTON & ASSOCIATES, INC. | History | Added to | 19,156 | 4,715 | 0.69% | 0.67% | 692 | +611 | 3.29% | Q4 2025 | Feb 10, 2026 |
| WealthBridge Capital Management, LLC | History | Reduced | 19,135 | 4,710 | 1.07% | 1.11% | 693 | -383 | -1.96% | Q4 2025 | Jan 21, 2026 |
| Lansing Street Advisors | History | Added to | 19,093 | 4,699 | 1.2% | 1.21% | 694 | +299 | 1.59% | Q4 2025 | Jan 26, 2026 |
| Addis & Hill, Inc | History | Added to | 19,086 | 4,698 | 2.85% | 2.71% | 695 | +763 | 4.16% | Q4 2025 | Jan 06, 2026 |
| XTX Topco Ltd | History | Reduced | 19,036 | 4,685 | 0.12% | 0.31% | 696 | -5,575 | -22.65% | Q4 2025 | Feb 17, 2026 |
| Invesco Ltd. | History | New | 18,988 | 4,674 | 0.0% | — | 697 | +18,988 | New | Q4 2025 | Feb 19, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 18,970 | 4,669 | 0.07% | 0.08% | 698 | -2,094 | -9.94% | Q4 2025 | Feb 09, 2026 |
| Acropolis Investment Management, LLC | History | Added to | 18,903 | 4,653 | 0.21% | 0.2% | 699 | +548 | 2.99% | Q4 2025 | Jan 14, 2026 |
| TFO Wealth Partners, LLC | History | Reduced | 18,818 | 4,632 | 0.69% | 0.75% | 700 | -213 | -1.12% | Q4 2025 | Feb 05, 2026 |
| KLCM Advisors, Inc. | History | New | 18,794 | 4,626 | 0.4% | — | 701 | +18,794 | New | Q4 2025 | Feb 04, 2026 |
| Legacy Trust | History | Added to | 18,755 | 4,616 | 0.86% | 0.56% | 702 | +6,930 | 58.6% | Q4 2025 | Jan 22, 2026 |
| EMC Capital Management | History | New | 18,658 | 4,593 | 2.04% | — | 703 | +18,658 | New | Q4 2025 | Mar 09, 2026 |
| Purpose Unlimited Inc. | History | New | 18,584 | 4,574 | 0.21% | — | 704 | +18,584 | New | Q4 2025 | Mar 20, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 18,538 | 4,563 | 0.21% | 0.16% | 705 | +3,945 | 27.03% | Q4 2025 | Feb 17, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 18,529 | 4,561 | 0.09% | 0.09% | 706 | -124 | -0.66% | Q4 2025 | Jan 14, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 18,513 | 4,557 | 0.02% | 0.46% | 707 | -339,478 | -94.83% | Q4 2025 | Jan 12, 2026 |
| BSW Wealth Partners | History | Reduced | 18,501 | 4,554 | 0.55% | 0.59% | 708 | -956 | -4.91% | Q4 2025 | Jan 23, 2026 |
| Sepio Capital, LP | History | Added to | 18,454 | 4,542 | 0.25% | 0.05% | 709 | +15,248 | 475.61% | Q4 2025 | Feb 12, 2026 |
| Fortis Group Advisors, LLC | History | Reduced | 17,468 | 4,535 | 0.76% | 1.35% | 710 | -14,311 | -45.03% | Q4 2025 | Feb 06, 2026 |
| Private Advisory Group LLC | History | Reduced | 18,352 | 4,517 | 0.35% | 2.86% | 711 | -125,464 | -87.24% | Q4 2025 | Jan 15, 2026 |
| Apella Capital, LLC | History | Added to | 18,336 | 4,513 | 0.09% | 0.06% | 712 | +6,912 | 60.5% | Q4 2025 | Jan 21, 2026 |
| APPLETON PARTNERS INC/MA | History | Reduced | 18,300 | 4,505 | 0.3% | 0.3% | 713 | -232 | -1.25% | Q4 2025 | Jan 09, 2026 |
| EFG International AG | History | New | 18,262 | 4,495 | 0.09% | — | 714 | +18,262 | New | Q4 2025 | Feb 17, 2026 |
| Sunburst Financial Group, LLC | History | No change | 18,254 | 4,493 | 0.91% | 0.93% | 715 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| SBI Okasan Asset Management Co.Ltd. | History | New | 17,960 | 4,487 | 0.25% | — | 716 | +17,960 | New | Q4 2025 | Feb 10, 2026 |
| EQUITABLE TRUST CO | History | Added to | 18,167 | 4,471 | 0.2% | 0.2% | 717 | +295 | 1.65% | Q4 2025 | Feb 02, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 18,153 | 4,468 | 0.17% | 0.09% | 718 | +12,755 | 236.29% | Q4 2025 | Feb 04, 2026 |
| Cercano Management LLC | History | No change | 18,137 | 4,464 | 0.17% | 0.17% | 719 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC | History | Added to | 18,116 | 4,459 | 1.31% | 1.36% | 720 | +71 | 0.39% | Q4 2025 | Jan 21, 2026 |
| Fairway Wealth LLC | History | Reduced | 18,096 | 4,454 | 1.2% | 1.23% | 721 | -20 | -0.11% | Q4 2025 | Jan 28, 2026 |
| Richard P Slaughter Associates Inc | History | Reduced | 18,047 | 4,442 | 0.93% | 0.96% | 722 | -360 | -1.96% | Q4 2025 | Jan 12, 2026 |
| Summit Place Financial Advisors, LLC | History | Added to | 17,835 | 4,390 | 2.13% | 1.9% | 723 | +1,205 | 7.25% | Q4 2025 | Feb 02, 2026 |
| FULTON BANK, N.A. | History | Added to | 17,800 | 4,381 | 0.15% | 0.14% | 724 | +1,593 | 9.83% | Q4 2025 | Jan 08, 2026 |
| Wealth Advisory Solutions, LLC | History | Reduced | 17,680 | 4,352 | 1.01% | 1.09% | 725 | -992 | -5.31% | Q4 2025 | Jan 16, 2026 |
| WEALTHSPAN PARTNERS, LLC | History | Added to | 17,622 | 4,337 | 1.58% | 1.53% | 726 | +1,055 | 6.37% | Q4 2025 | Jan 27, 2026 |
| HERITAGE INVESTORS MANAGEMENT CORP | History | Added to | 17,593 | 4,331 | 0.13% | 0.13% | 727 | +191 | 1.1% | Q4 2025 | Feb 06, 2026 |
| Genesis Financial Group, LLC | History | New | 17,559 | 4,322 | 2.51% | — | 729 | +17,559 | New | Q4 2025 | Jan 16, 2026 |
| FAS Wealth Partners, Inc. | History | Reduced | 17,561 | 4,322 | 0.28% | 0.29% | 728 | -322 | -1.8% | Q4 2025 | Feb 18, 2026 |
| Freestone Capital Holdings, LLC | History | Added to | 17,431 | 4,290 | 0.13% | 0.13% | 730 | +363 | 2.13% | Q4 2025 | Jan 23, 2026 |
| Crews Bank & Trust | History | Reduced | 17,421 | 4,288 | 0.61% | 0.64% | 731 | -655 | -3.62% | Q4 2025 | Jan 21, 2026 |
| RICE HALL JAMES & ASSOCIATES, LLC | History | New | 17,402 | 4,283 | 0.24% | — | 732 | +17,402 | New | Q4 2025 | Feb 17, 2026 |
| Operose Advisors LLC | History | Added to | 17,396 | 4,282 | 1.0% | 0.98% | 733 | +1,083 | 6.64% | Q4 2025 | Feb 10, 2026 |
| CoreCap Advisors, LLC | History | Added to | 17,273 | 4,251 | 0.15% | 0.14% | 734 | +1,287 | 8.05% | Q4 2025 | Jan 13, 2026 |
| One Capital Management, LLC | History | Added to | 17,194 | 4,232 | 0.13% | 0.12% | 735 | +1,661 | 10.69% | Q4 2025 | Feb 10, 2026 |
| REINHART PARTNERS, LLC. | History | New | 17,135 | 4,217 | 0.13% | — | 736 | +17,135 | New | Q4 2025 | Feb 10, 2026 |
| CSS LLC/IL | History | New | 17,088 | 4,206 | 0.19% | — | 737 | +17,088 | New | Q4 2025 | Feb 17, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 17,074 | 4,202 | 0.15% | 0.13% | 738 | +2,571 | 17.73% | Q4 2025 | Feb 04, 2026 |
| Central Pacific Bank - Trust Division | History | Reduced | 17,056 | 4,198 | 0.51% | 0.57% | 739 | -2,470 | -12.65% | Q4 2025 | Jan 07, 2026 |
| CANANDAIGUA NATIONAL BANK & TRUST CO | History | Reduced | 17,012 | 4,187 | 0.38% | 0.39% | 740 | -1,310 | -7.15% | Q4 2025 | Jan 30, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 16,790 | 4,133 | 0.03% | 0.03% | 741 | -3,815 | -18.51% | Q4 2025 | Jan 27, 2026 |
| Sincerus Advisory, LLC | History | Added to | 16,779 | 4,130 | 3.32% | 3.46% | 742 | +102 | 0.61% | Q4 2025 | Jan 08, 2026 |
| Crestwood Advisors Group, LLC | History | Reduced | 16,744 | 4,121 | 0.07% | 0.07% | 743 | -963 | -5.44% | Q4 2025 | Feb 03, 2026 |
| Peak Asset Management, LLC | History | Reduced | 16,692 | 4,108 | 0.7% | 0.71% | 744 | -13 | -0.08% | Q4 2025 | Feb 05, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 16,685 | 4,107 | 0.12% | 0.11% | 745 | +2,927 | 21.27% | Q4 2025 | Feb 12, 2026 |
| AlTi Global, Inc. | History | Reduced | 16,676 | 4,104 | 0.09% | 0.1% | 746 | -399 | -2.34% | Q4 2025 | Feb 13, 2026 |
| Franklin, Parlapiano, Turner & Welch, LLC | History | Reduced | 15,421 | 4,098 | 1.02% | 0.95% | 747 | -126 | -0.81% | Q4 2025 | Jan 22, 2026 |
| Laurel Wealth Advisors LLC | History | Added to | 16,637 | 4,095 | 0.54% | 0.51% | 748 | +1,462 | 9.63% | Q4 2025 | Jan 30, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Reduced | 16,629 | 4,093 | 0.29% | 0.38% | 749 | -5,765 | -25.74% | Q4 2025 | Feb 12, 2026 |
| Inman Jager Wealth Management, LLC | History | Reduced | 16,614 | 4,089 | 2.5% | 2.58% | 750 | -116 | -0.69% | Q4 2025 | Jan 26, 2026 |
| NVWM, LLC | History | Added to | 16,487 | 4,058 | 0.88% | 0.17% | 751 | +13,439 | 440.91% | Q4 2025 | Jan 20, 2026 |
| Auour Investments LLC | History | Added to | 16,467 | 4,053 | 1.29% | 1.02% | 752 | +3,468 | 26.68% | Q4 2025 | Jan 12, 2026 |
| Kaydan Wealth Management, Inc. | History | Added to | 16,438 | 4,046 | 1.17% | 1.13% | 753 | +163 | 1.0% | Q4 2025 | Jan 12, 2026 |
| Legacy Advisory Services, LLC | History | No change | 16,424 | 4,042 | 3.04% | 2.99% | 754 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 16,398 | 4,036 | 0.15% | 0.18% | 755 | -2,883 | -14.95% | Q4 2025 | Jan 27, 2026 |
| SEI INVESTMENTS CO | History | Added to | 16,374 | 4,030 | 0.0% | 0.0% | 756 | +188 | 1.16% | Q4 2025 | Feb 13, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 16,371 | 4,029 | 0.0% | 0.0% | 757 | +3,068 | 23.06% | Q4 2025 | Feb 17, 2026 |
| MENORA MIVTACHIM HOLDINGS LTD. | History | No change | 16,346 | 4,023 | 0.02% | 0.02% | 758 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Vigilare Wealth Management | History | New | 16,338 | 4,021 | 1.35% | — | 759 | +16,338 | New | Q4 2025 | Jan 07, 2026 |
| Continuum Advisory, LLC | History | Added to | 16,305 | 4,013 | 0.4% | 0.41% | 760 | +359 | 2.25% | Q4 2025 | Feb 11, 2026 |
| WEBSTER BANK, N. A. | History | Added to | 16,297 | 4,011 | 0.38% | 0.37% | 761 | +451 | 2.85% | Q4 2025 | Jan 23, 2026 |
| GC Wealth Management RIA, LLC | History | Added to | 16,194 | 3,986 | 0.15% | 0.1% | 762 | +3,648 | 29.08% | Q4 2025 | Jan 30, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Reduced | 16,156 | 3,976 | 0.01% | 0.01% | 763 | -3,854 | -19.26% | Q4 2025 | Feb 12, 2026 |
| AMES NATIONAL CORP | History | Reduced | 16,122 | 3,968 | 2.32% | 2.47% | 764 | -1,100 | -6.39% | Q4 2025 | Feb 13, 2026 |
| BEAM WEALTH ADVISORS, INC. | History | Reduced | 16,123 | 3,968 | 1.09% | 1.12% | 765 | -915 | -5.37% | Q4 2025 | Feb 04, 2026 |
| Prudent Man Advisors, LLC | History | Reduced | 16,035 | 3,947 | 1.44% | 1.43% | 766 | -58 | -0.36% | Q4 2025 | Feb 11, 2026 |
| American Assets Investment Management, LLC | History | No change | 16,000 | 3,938 | 0.27% | 0.28% | 767 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Banco Santander, S.A. | History | New | 15,955 | 3,927 | 0.03% | — | 768 | +15,955 | New | Q4 2025 | Feb 13, 2026 |
| BankPlus Wealth Management LLC | History | Added to | 15,910 | 3,916 | 2.16% | 2.17% | 769 | +720 | 4.74% | Q4 2025 | Feb 04, 2026 |
| Firestone Capital Management | History | Added to | 15,789 | 3,886 | 0.82% | 0.81% | 770 | +211 | 1.35% | Q4 2025 | Feb 09, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Added to | 15,786 | 3,885 | 0.23% | 0.23% | 771 | +56 | 0.36% | Q4 2025 | Jan 15, 2026 |
| TFB Advisors LLC | History | Added to | 15,755 | 3,878 | 1.08% | 1.12% | 772 | +274 | 1.77% | Q4 2025 | Feb 13, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 15,744 | 3,875 | 0.03% | 0.03% | 773 | +126 | 0.81% | Q4 2025 | Feb 17, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | Reduced | 15,704 | 3,865 | 0.06% | 0.06% | 774 | -1,241 | -7.32% | Q4 2025 | Feb 12, 2026 |
| BREAKTHRU ADVISORY SERVICES, LLC | History | No change | 15,642 | 3,850 | 2.46% | 2.49% | 775 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Safe Harbor Fiduciary, LLC | History | New | 15,574 | 3,833 | 3.39% | — | 776 | +15,574 | New | Q4 2025 | Feb 17, 2026 |
| LSP Investment Advisors, LLC | History | No change | 15,500 | 3,815 | 2.03% | 2.25% | 777 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Walkner Condon Financial Advisors LLC | History | Reduced | 15,415 | 3,794 | 0.53% | 0.59% | 778 | -20 | -0.13% | Q4 2025 | Jan 21, 2026 |
| Mayflower Financial Advisors, LLC | History | Added to | 15,356 | 3,779 | 0.46% | 0.45% | 779 | +552 | 3.73% | Q4 2025 | Jan 13, 2026 |
| Abundance Wealth Counselors | History | Reduced | 15,283 | 3,761 | 0.64% | 0.73% | 780 | -2,293 | -13.05% | Q4 2025 | Jan 26, 2026 |
| PURSUE WEALTH PARTNERS LLC | History | Added to | 15,256 | 3,756 | 1.83% | 1.98% | 781 | +356 | 2.39% | Q4 2025 | Jan 26, 2026 |
| Perissos Private Wealth Management, LLC | History | Reduced | 15,256 | 3,755 | 3.24% | 4.69% | 782 | -11,396 | -42.76% | Q4 2025 | Feb 09, 2026 |
| Independence Wealth Advisors, LLC | History | New | 15,254 | 3,754 | 2.11% | — | 783 | +15,254 | New | Q4 2025 | Jan 09, 2026 |
| Fire Capital Management LLC | History | Reduced | 15,239 | 3,751 | 1.87% | 2.12% | 784 | -45 | -0.29% | Q4 2025 | Feb 03, 2026 |
| CHEMUNG CANAL TRUST CO | History | Reduced | 15,225 | 3,747 | 0.74% | 0.74% | 785 | -163 | -1.06% | Q4 2025 | Jan 14, 2026 |
| DOLIVER ADVISORS, LP | History | Reduced | 15,200 | 3,741 | 0.94% | 0.97% | 786 | -232 | -1.5% | Q4 2025 | Jan 06, 2026 |
| Trifecta Capital Advisors, LLC | History | Reduced | 15,173 | 3,735 | 0.55% | 0.58% | 787 | -570 | -3.62% | Q4 2025 | Jan 30, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 15,159 | 3,731 | 0.04% | 0.04% | 788 | +307 | 2.07% | Q4 2025 | Feb 02, 2026 |
| PATTEN & PATTEN INC/TN | History | Reduced | 15,129 | 3,724 | 0.22% | 0.22% | 789 | -524 | -3.35% | Q4 2025 | Feb 03, 2026 |
| GREENLEAF TRUST | History | Reduced | 15,105 | 3,718 | 0.03% | 0.04% | 790 | -3,323 | -18.03% | Q4 2025 | Jan 21, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 14,877 | 3,662 | 0.06% | 0.05% | 791 | +3,107 | 26.4% | Q4 2025 | Jan 22, 2026 |
| Northwest Bancshares, Inc. | History | New | 14,829 | 3,650 | 0.71% | — | 792 | +14,829 | New | Q4 2025 | Feb 13, 2026 |
| Nuveen, LLC | History | Added to | 14,773 | 3,636 | 0.0% | 0.0% | 793 | +8,193 | 124.51% | Q4 2025 | Feb 12, 2026 |
| Holistic Financial Partners | History | Reduced | 14,764 | 3,634 | 1.32% | 1.5% | 794 | -355 | -2.35% | Q4 2025 | Jan 07, 2026 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | History | New | 14,736 | 3,627 | 0.48% | — | 795 | +14,736 | New | Q4 2025 | Feb 10, 2026 |
| J.Safra Asset Management Corp | History | New | 14,669 | 3,610 | 0.19% | — | 796 | +14,669 | New | Q4 2025 | Feb 11, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Added to | 14,585 | 3,590 | 0.24% | 0.24% | 797 | +38 | 0.26% | Q4 2025 | Jan 08, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | Reduced | 14,573 | 3,587 | 0.4% | 0.42% | 798 | -516 | -3.42% | Q4 2025 | Jan 22, 2026 |
| Keebeck Wealth Management | History | Reduced | 14,550 | 3,581 | 0.41% | 0.42% | 799 | -255 | -1.72% | Q4 2025 | Feb 17, 2026 |
| Audent Global Asset Management, LLC | History | Reduced | 14,390 | 3,542 | 2.24% | 2.63% | 800 | -543 | -3.64% | Q4 2025 | Mar 10, 2026 |
| HARMONY ASSET MANAGEMENT LLC | History | Reduced | 14,368 | 3,536 | 1.19% | 1.2% | 801 | -30 | -0.21% | Q4 2025 | Feb 06, 2026 |
| MYCIO WEALTH PARTNERS, LLC | History | Added to | 14,361 | 3,535 | 0.73% | 0.8% | 802 | +94 | 0.66% | Q4 2025 | Feb 10, 2026 |
| COZAD ASSET MANAGEMENT INC | History | Reduced | 14,315 | 3,523 | 0.27% | 0.28% | 803 | -297 | -2.03% | Q4 2025 | Feb 13, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 14,247 | 3,507 | 0.06% | 0.07% | 804 | +67 | 0.47% | Q4 2025 | Jan 07, 2026 |
| Capitol Family Office, Inc. | History | Added to | 14,244 | 3,506 | 4.14% | 3.24% | 805 | +3,213 | 29.13% | Q4 2025 | Jan 26, 2026 |
| Joel Isaacson & Co., LLC | History | Added to | 14,195 | 3,494 | 0.12% | 0.12% | 806 | +294 | 2.11% | Q4 2025 | Jan 30, 2026 |
| Aegis Wealth Management LLC | History | Reduced | 14,189 | 3,492 | 1.97% | 2.19% | 807 | -2,719 | -16.08% | Q4 2025 | Jan 14, 2026 |
| REBALANCE, LLC | History | Reduced | 14,173 | 3,488 | 0.2% | 0.22% | 808 | -715 | -4.8% | Q4 2025 | Jan 15, 2026 |
| FLAGSTAR ADVISORS INC | History | Reduced | 14,156 | 3,484 | 1.17% | 1.15% | 809 | -1,348 | -8.69% | Q4 2025 | Jan 13, 2026 |
| Cranbrook Wealth Management, LLC | History | Reduced | 14,142 | 3,481 | 0.69% | 0.72% | 810 | -601 | -4.08% | Q4 2025 | Jan 28, 2026 |
| OpenArc Corporate Advisory, LLC | History | New | 14,141 | 3,480 | 0.06% | — | 811 | +14,141 | New | Q4 2025 | Feb 13, 2026 |
| Birch Hill Investment Advisors LLC | History | Added to | 14,050 | 3,458 | 0.14% | 0.14% | 812 | +50 | 0.36% | Q4 2025 | Jan 27, 2026 |
| FIRST MERCHANTS CORP | History | Added to | 14,045 | 3,457 | 0.13% | 0.12% | 813 | +1,248 | 9.75% | Q4 2025 | Jan 12, 2026 |
| DAVIDSON TRUST CO | History | Reduced | 13,964 | 3,437 | 1.43% | 1.4% | 814 | -100 | -0.71% | Q4 2025 | Jan 27, 2026 |
| Quadcap Wealth Management, LLC | History | Reduced | 13,946 | 3,433 | 0.39% | 0.42% | 815 | -662 | -4.53% | Q4 2025 | Jan 29, 2026 |
| BOK Financial Private Wealth, Inc. | History | Reduced | 13,877 | 3,415 | 0.21% | 0.21% | 816 | -44 | -0.32% | Q4 2025 | Feb 06, 2026 |
| Americana Partners, LLC | History | Added to | 13,872 | 3,414 | 0.09% | 0.09% | 817 | +1,255 | 9.95% | Q4 2025 | Feb 06, 2026 |
| Harbour Capital Advisors, LLC | History | Reduced | 13,638 | 3,392 | 0.69% | 0.68% | 818 | -50 | -0.37% | Q4 2025 | Jan 07, 2026 |
| M Holdings Securities, Inc. | History | New | 13,765 | 3,389 | 0.24% | — | 819 | +13,765 | New | Q4 2025 | Feb 11, 2026 |
| Archer Investment Corp | History | Reduced | 13,764 | 3,388 | 0.76% | 0.79% | 820 | -615 | -4.28% | Q4 2025 | Jan 30, 2026 |
| Diversified Enterprises, LLC | History | Added to | 13,743 | 3,382 | 0.2% | 0.2% | 821 | +1,556 | 12.77% | Q4 2025 | Jan 28, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | No change | 13,708 | 3,374 | 0.1% | 0.09% | 822 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Leslie Global Wealth, LLC | History | Added to | 13,648 | 3,359 | 1.51% | 1.34% | 823 | +1,879 | 15.97% | Q4 2025 | Feb 02, 2026 |
| RIK SAYLOR FINANCIAL, INC. | History | Reduced | 13,612 | 3,350 | 2.45% | 2.45% | 824 | -224 | -1.62% | Q4 2025 | Feb 12, 2026 |
| Intesa Sanpaolo S.p.A. | History | New | 13,500 | 3,348 | 0.19% | — | 825 | +13,500 | New | Q4 2025 | Feb 17, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Reduced | 13,581 | 3,343 | 0.11% | 0.11% | 826 | -273 | -1.97% | Q4 2025 | Jan 30, 2026 |
| Redwood Wealth Management Group, LLC | History | Reduced | 13,571 | 3,340 | 1.4% | 1.45% | 827 | -577 | -4.08% | Q4 2025 | Feb 03, 2026 |
| Campion Asset Management | History | Reduced | 13,517 | 3,327 | 2.31% | 2.65% | 828 | -1,925 | -12.47% | Q4 2025 | Feb 17, 2026 |
| SEAMOUNT FINANCIAL GROUP INC | History | Added to | 13,486 | 3,319 | 1.51% | 1.51% | 829 | +242 | 1.83% | Q4 2025 | Jan 26, 2026 |
| Vision Capital Management, Inc. | History | Reduced | 13,408 | 3,300 | 0.4% | 0.4% | 830 | -15 | -0.11% | Q4 2025 | Jan 27, 2026 |
| Headlands Technologies LLC | History | New | 13,391 | 3,296 | 0.28% | — | 831 | +13,391 | New | Q4 2025 | Feb 13, 2026 |
| Wedmont Private Capital | History | Added to | 12,896 | 3,294 | 0.11% | 0.11% | 832 | +667 | 5.45% | Q4 2025 | Jan 08, 2026 |
| Legacy Edge Advisors, LLC | History | New | 13,331 | 3,281 | 0.36% | — | 833 | +13,331 | New | Q4 2025 | Feb 02, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | Reduced | 13,300 | 3,273 | 0.38% | 0.41% | 834 | -104 | -0.78% | Q4 2025 | Feb 17, 2026 |
| Resolute Advisors LLC | History | Reduced | 13,273 | 3,267 | 1.07% | 0.87% | 835 | -761 | -5.42% | Q4 2025 | Feb 11, 2026 |
| CAMBIENT FAMILY OFFICE, LLC | History | New | 13,268 | 3,266 | 0.47% | — | 836 | +13,268 | New | Q4 2025 | Feb 20, 2026 |
| ASL Financial, LLC | History | New | 13,241 | 3,259 | 2.56% | — | 837 | +13,241 | New | Q4 2025 | Jan 20, 2026 |
| Ayalon Insurance Comp Ltd. | History | Added to | 13,230 | 3,257 | 0.79% | 0.68% | 838 | +2,100 | 18.87% | Q4 2025 | Jan 12, 2026 |
| Nicholas Hoffman & Company, LLC. | History | Added to | 13,219 | 3,253 | 0.08% | 0.08% | 839 | +17 | 0.13% | Q4 2025 | Feb 02, 2026 |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | History | Reduced | 13,213 | 3,252 | 0.14% | 0.14% | 840 | -402 | -2.95% | Q4 2025 | Feb 17, 2026 |
| Institute for Wealth Management, LLC. | History | Reduced | 13,198 | 3,248 | 0.34% | 0.34% | 841 | -469 | -3.43% | Q4 2025 | Jan 27, 2026 |
| Csenge Advisory Group | History | Added to | 13,173 | 3,242 | 0.15% | 0.09% | 842 | +5,141 | 64.01% | Q4 2025 | Feb 06, 2026 |
| Private Wealth Advisors, LLC | History | Reduced | 13,164 | 3,240 | 1.04% | 1.64% | 844 | -6,931 | -34.49% | Q4 2025 | Feb 06, 2026 |
| Circle Wealth Management, LLC | History | Added to | 13,165 | 3,240 | 0.05% | 0.06% | 843 | +785 | 6.34% | Q4 2025 | Feb 13, 2026 |
| Nut Tree Capital Management, LP | History | New | 13,100 | 3,224 | 0.61% | — | 845 | +13,100 | New | Q4 2025 | Feb 17, 2026 |
| Vestmark Advisory Solutions, Inc. | History | New | 13,069 | 3,217 | 0.04% | — | 846 | +13,069 | New | Q4 2025 | Feb 06, 2026 |
| CRAMER ROSENTHAL MCGLYNN LLC | History | New | 13,045 | 3,211 | 0.21% | — | 847 | +13,045 | New | Q4 2025 | Feb 13, 2026 |
| Dupree Financial Group, LLC | History | Added to | 13,035 | 3,208 | 1.17% | 1.2% | 848 | +1 | 0.01% | Q4 2025 | Jan 29, 2026 |
| May Hill Capital, LLC | History | Added to | 13,022 | 3,205 | 0.42% | 0.51% | 849 | +5,888 | 82.53% | Q4 2025 | Feb 05, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | New | 12,987 | 3,197 | 0.02% | — | 850 | +12,987 | New | Q4 2025 | Jan 29, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 12,972 | 3,193 | 0.06% | 0.06% | 851 | -138 | -1.05% | Q4 2025 | Feb 05, 2026 |
| Cannon Advisors, Inc. | History | Reduced | 12,104 | 3,185 | 2.25% | 2.08% | 852 | -461 | -3.67% | Q4 2025 | Jan 15, 2026 |
| Lifestyle Asset Management, Inc. | History | Added to | 12,836 | 3,159 | 1.03% | 0.77% | 853 | +3,457 | 36.86% | Q4 2025 | Feb 11, 2026 |
| Godshalk Welsh Capital Management, Inc. | History | Reduced | 12,747 | 3,137 | 1.79% | 1.77% | 854 | -15 | -0.12% | Q4 2025 | Feb 12, 2026 |
| MidFirst Bank | History | New | 12,711 | 3,128 | 0.25% | — | 855 | +12,711 | New | Q4 2025 | Feb 25, 2026 |
| Bouchey Financial Group Ltd | History | Added to | 12,623 | 3,107 | 0.23% | 0.24% | 856 | +2 | 0.02% | Q4 2025 | Jan 16, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Added to | 12,552 | 3,089 | 0.34% | 0.34% | 857 | +50 | 0.4% | Q4 2025 | Feb 18, 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | History | No change | 12,437 | 3,061 | 0.5% | 0.53% | 858 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 12,325 | 3,034 | 0.06% | 0.06% | 859 | +281 | 2.33% | Q4 2025 | Feb 12, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 12,275 | 3,021 | 0.16% | 0.16% | 860 | +931 | 8.21% | Q4 2025 | Jan 20, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 12,267 | 3,019 | 0.15% | 0.15% | 861 | +1,969 | 19.12% | Q4 2025 | Jan 28, 2026 |
| AlphaCore Capital LLC | History | Added to | 12,236 | 3,011 | 0.07% | 0.08% | 862 | +2,482 | 25.45% | Q4 2025 | Feb 05, 2026 |
| Gryphon Financial Partners LLC | History | Added to | 12,180 | 2,998 | 0.32% | 0.21% | 863 | +4,696 | 62.75% | Q4 2025 | Jan 08, 2026 |
| SAXON INTERESTS, INC. | History | Added to | 12,133 | 2,986 | 1.05% | 0.79% | 864 | +3,494 | 40.44% | Q4 2025 | Feb 13, 2026 |
| Alley Investment Management Company, LLC | History | Reduced | 12,088 | 2,975 | 0.35% | 0.34% | 865 | -24 | -0.2% | Q4 2025 | Jan 27, 2026 |
| GWN SECURITIES INC. | History | Added to | 12,083 | 2,974 | 0.6% | 0.62% | 866 | +1,081 | 9.83% | Q4 2025 | Feb 11, 2026 |
| Signature Equity Partners, LLC | History | New | 12,033 | 2,962 | 1.64% | — | 867 | +12,033 | New | Q4 2025 | Feb 17, 2026 |
| Spruce Point Capital Management, LLC | History | New | 12,000 | 2,953 | 6.14% | — | 868 | +12,000 | New | Q4 2025 | Feb 17, 2026 |
| Bedel Financial Consulting, Inc. | History | Reduced | 11,984 | 2,950 | 0.32% | 0.37% | 869 | -45 | -0.37% | Q4 2025 | Jan 28, 2026 |
| Chesapeake Wealth Management | History | Reduced | 11,970 | 2,946 | 0.88% | 0.89% | 870 | -142 | -1.17% | Q4 2025 | Feb 03, 2026 |
| Pines Wealth Management, LLC | History | Added to | 11,967 | 2,945 | 0.95% | 0.97% | 871 | +9 | 0.08% | Q4 2025 | Feb 02, 2026 |
| DWR WEALTH MANAGEMENT, LLC | History | New | 11,855 | 2,940 | 2.73% | — | 873 | +11,855 | New | Q4 2025 | Mar 31, 2026 |
| ARBOR TRUST WEALTH ADVISORS, LLC | History | Added to | 11,947 | 2,940 | 1.29% | 1.3% | 872 | +2 | 0.02% | Q4 2025 | Feb 05, 2026 |
| LifeSteps Financial, Inc. | History | Reduced | 11,940 | 2,939 | 1.88% | 1.9% | 874 | -308 | -2.51% | Q4 2025 | Jan 28, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Added to | 11,917 | 2,933 | 0.4% | 0.15% | 875 | +7,620 | 177.33% | Q4 2025 | Feb 17, 2026 |
| LGL PARTNERS, LLC | History | Added to | 11,916 | 2,933 | 1.25% | 1.22% | 876 | +38 | 0.32% | Q4 2025 | Feb 09, 2026 |
| REDW Wealth LLC | History | Reduced | 11,914 | 2,932 | 1.12% | 1.15% | 877 | -613 | -4.89% | Q4 2025 | Jan 28, 2026 |
| INFRASTRUCTURE CAPITAL ADVISORS, LLC | History | Added to | 11,824 | 2,910 | 0.28% | 0.02% | 878 | +11,000 | 1334.95% | Q4 2025 | Feb 17, 2026 |
| Viewpoint Capital Management LLC | History | Added to | 11,772 | 2,897 | 1.25% | 1.16% | 879 | +918 | 8.46% | Q4 2025 | Feb 11, 2026 |
| WEST BANCORPORATION INC | History | Reduced | 11,712 | 2,883 | 1.51% | 1.65% | 880 | -535 | -4.37% | Q4 2025 | Jan 29, 2026 |
| Advisor Resource Council | History | Added to | 11,175 | 2,861 | 1.02% | 1.4% | 881 | +6,886 | 160.55% | Q4 2025 | Feb 10, 2026 |
| Clientfirst Wealth Management, LLC | History | No change | 11,603 | 2,856 | 2.29% | 2.25% | 882 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | Reduced | 11,593 | 2,853 | 1.04% | 1.21% | 883 | -96 | -0.82% | Q4 2025 | Feb 12, 2026 |
| 3Chopt Investment Partners, LLC | History | No change | 11,569 | 2,847 | 0.64% | 0.64% | 884 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Mittelman Wealth Management | History | Added to | 9,832 | 2,840 | 1.85% | 0.82% | 885 | +4,622 | 88.71% | Q4 2025 | Feb 17, 2026 |
| Tanager Wealth Management LLP | History | Reduced | 11,511 | 2,833 | 0.28% | 0.31% | 886 | -873 | -7.05% | Q4 2025 | Jan 26, 2026 |
| Garden State Investment Advisory Services LLC | History | Reduced | 11,488 | 2,829 | 0.62% | 0.69% | 887 | -1,286 | -10.07% | Q4 2025 | Feb 17, 2026 |
| Clark Capital Management Group, Inc. | History | Added to | 11,478 | 2,825 | 0.02% | 0.0% | 888 | +8,947 | 353.5% | Q4 2025 | Feb 17, 2026 |
| Western Wealth Management, LLC | History | Added to | 11,472 | 2,823 | 0.13% | 0.15% | 889 | +106 | 0.93% | Q4 2025 | Feb 05, 2026 |
| Provenance Wealth Advisors, LLC | History | No change | 11,392 | 2,804 | 0.31% | 0.36% | 890 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Essex Financial Services, Inc. | History | Added to | 11,359 | 2,796 | 0.16% | 0.16% | 891 | +134 | 1.19% | Q4 2025 | Feb 10, 2026 |
| GEM Asset Management, LLC | History | Reduced | 10,892 | 2,782 | 1.24% | 1.27% | 892 | -78 | -0.71% | Q4 2025 | Jan 09, 2026 |
| WOODSTOCK CORP | History | Reduced | 11,301 | 2,781 | 0.24% | 0.25% | 893 | -540 | -4.56% | Q4 2025 | Jan 14, 2026 |
| Lifeworks Advisors, LLC | History | Reduced | 11,221 | 2,762 | 0.36% | 0.99% | 894 | -19,507 | -63.48% | Q4 2025 | Feb 13, 2026 |
| Frederick Financial Consultants, LLC | History | Added to | 11,221 | 2,762 | 1.51% | 1.51% | 895 | +57 | 0.51% | Q4 2025 | Feb 10, 2026 |
| ANCHOR CAPITAL ADVISORS LLC | History | Reduced | 11,196 | 2,756 | 0.08% | 0.08% | 896 | -924 | -7.62% | Q4 2025 | Feb 10, 2026 |
| Genesee Capital Advisors, LLC | History | Added to | 11,176 | 2,751 | 1.11% | 1.13% | 897 | +442 | 4.12% | Q4 2025 | Jan 16, 2026 |
| Heck Capital Advisors, LLC | History | Reduced | 11,155 | 2,745 | 0.2% | 0.25% | 898 | -2,428 | -17.88% | Q4 2025 | Jan 16, 2026 |
| Radnor Capital Management, LLC | History | Added to | 11,143 | 2,742 | 0.41% | 0.4% | 899 | +390 | 3.63% | Q4 2025 | Feb 06, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 11,102 | 2,732 | 0.19% | 0.27% | 900 | -4,084 | -26.89% | Q4 2025 | Feb 03, 2026 |
| PFG Investments, LLC | History | Added to | 11,091 | 2,730 | 0.13% | 0.13% | 901 | +957 | 9.44% | Q4 2025 | Jan 26, 2026 |
| Johnson Financial Group, Inc. | History | Reduced | 11,077 | 2,726 | 0.1% | 0.1% | 902 | -227 | -2.01% | Q4 2025 | Feb 12, 2026 |
| Chris Bulman Inc | History | Added to | 11,048 | 2,719 | 1.2% | 1.3% | 903 | +319 | 2.97% | Q4 2025 | Jan 14, 2026 |
| Allodium Investment Consultants, LLC | History | Reduced | 11,041 | 2,717 | 1.38% | 1.53% | 904 | -131 | -1.17% | Q4 2025 | Jan 14, 2026 |
| American Institute for Advanced Investment Management, LLP | History | Reduced | 10,977 | 2,702 | 1.74% | 1.76% | 905 | -146 | -1.31% | Q4 2025 | Feb 04, 2026 |
| Trivium Point Advisory, LLC | History | Reduced | 10,976 | 2,701 | 0.27% | 0.28% | 906 | -355 | -3.13% | Q4 2025 | Jan 26, 2026 |
| Atlantic Union Bankshares Corp | History | Reduced | 10,959 | 2,697 | 0.05% | 0.05% | 907 | -260 | -2.32% | Q4 2025 | Feb 04, 2026 |
| Jessup Wealth Management, Inc | History | Added to | 10,928 | 2,686 | 0.89% | 0.98% | 908 | +51 | 0.47% | Q4 2025 | Feb 11, 2026 |
| ROMAN BUTLER FULLERTON & CO | History | Added to | 9,952 | 2,685 | 0.7% | 0.35% | 909 | +4,736 | 90.8% | Q4 2025 | Jan 26, 2026 |
| SK Wealth Management, LLC | History | Added to | 10,187 | 2,683 | 0.75% | 0.11% | 910 | +8,966 | 734.32% | Q4 2025 | Jan 30, 2026 |
| Macco Financial Group, Inc. | History | New | 10,850 | 2,670 | 2.3% | — | 911 | +10,850 | New | Q4 2025 | Feb 24, 2026 |
| LIFE LINE WEALTH MANAGEMENT LLC | History | Added to | 10,842 | 2,668 | 0.79% | 0.8% | 912 | +36 | 0.33% | Q4 2025 | Feb 04, 2026 |
| Corundum Group, Inc. | History | Added to | 10,821 | 2,663 | 0.89% | 1.03% | 914 | +459 | 4.43% | Q4 2025 | Jan 12, 2026 |
| MOODY NATIONAL BANK TRUST DIVISION | History | No change | 10,822 | 2,663 | 0.26% | 0.22% | 913 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Penn Capital Management Company, LLC | History | Added to | 10,761 | 2,648 | 0.21% | 0.03% | 915 | +9,191 | 585.41% | Q4 2025 | Feb 09, 2026 |
| RKL Wealth Management LLC | History | Reduced | 10,737 | 2,642 | 0.22% | 0.25% | 916 | -1,267 | -10.55% | Q4 2025 | Feb 12, 2026 |
| Delta Investment Management, LLC | History | New | 10,732 | 2,641 | 0.46% | — | 917 | +10,732 | New | Q4 2025 | Jan 30, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Reduced | 10,712 | 2,636 | 0.05% | 0.05% | 918 | -383 | -3.45% | Q4 2025 | Feb 10, 2026 |
| Comprehensive Financial Consultants Institutional, Inc. | History | Added to | 10,683 | 2,629 | 0.79% | 0.71% | 919 | +1,174 | 12.35% | Q4 2025 | Jan 29, 2026 |
| Pacific Capital Wealth Advisors, Inc. | History | Reduced | 10,676 | 2,628 | 0.45% | 0.45% | 920 | -52 | -0.48% | Q4 2025 | Jan 26, 2026 |
| Cosner Financial Group, LLC | History | Added to | 10,659 | 2,623 | 1.34% | 1.24% | 921 | +1,145 | 12.03% | Q4 2025 | Jan 30, 2026 |
| Ridgepath Capital Management LLC | History | No change | 10,757 | 2,602 | 1.19% | 1.11% | 922 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| MOODY ALDRICH PARTNERS LLC | History | New | 10,533 | 2,592 | 0.48% | — | 923 | +10,533 | New | Q4 2025 | Jan 30, 2026 |
| TBH Global Asset Management, LLC | History | Added to | 7,705 | 2,592 | 0.43% | 0.13% | 924 | +4,971 | 181.82% | Q4 2025 | Jan 29, 2026 |
| SouthState Bank Corp | History | Added to | 10,520 | 2,589 | 0.12% | 0.07% | 925 | +3,845 | 57.6% | Q4 2025 | Feb 11, 2026 |
| 10Elms LLP | History | Reduced | 10,404 | 2,561 | 2.35% | 2.27% | 926 | -33 | -0.32% | Q4 2025 | Feb 13, 2026 |
| PFG Advisors | History | Reduced | 10,396 | 2,559 | 0.12% | 0.14% | 927 | -3,905 | -27.31% | Q4 2025 | Jan 27, 2026 |
| PINKERTON WEALTH, LLC | History | New | 10,381 | 2,555 | 0.26% | — | 928 | +10,381 | New | Q4 2025 | Feb 06, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 10,357 | 2,549 | 0.04% | 0.03% | 929 | +2,052 | 24.71% | Q4 2025 | Feb 12, 2026 |
| Centennial Bank/AR/ | History | Reduced | 10,323 | 2,541 | 1.01% | 1.4% | 931 | -4,394 | -29.86% | Q4 2025 | Feb 17, 2026 |
| MATRIX ASSET ADVISORS INC/NY | History | Reduced | 10,326 | 2,541 | 0.23% | 0.23% | 930 | -141 | -1.35% | Q4 2025 | Jan 16, 2026 |
| Moors & Cabot, Inc. | History | Added to | 10,318 | 2,539 | 0.11% | 0.1% | 932 | +419 | 4.23% | Q4 2025 | Feb 10, 2026 |
| VIRTUE ASSET MANAGEMENT LLC | History | Added to | 10,303 | 2,536 | 2.02% | 2.04% | 933 | +96 | 0.94% | Q4 2025 | Feb 10, 2026 |
| KCM Capital Inc | History | New | 10,300 | 2,535 | 0.48% | — | 934 | +10,300 | New | Q4 2025 | Feb 17, 2026 |
| FARMERS TRUST CO | History | No change | 10,276 | 2,529 | 0.41% | 0.43% | 935 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| FORTE ASSET MANAGEMENT LLC | History | Added to | 10,251 | 2,523 | 1.15% | 1.09% | 936 | +871 | 9.29% | Q4 2025 | Jan 16, 2026 |
| BURKE & HERBERT BANK & TRUST CO | History | Reduced | 10,229 | 2,517 | 0.7% | 1.05% | 937 | -9,994 | -49.42% | Q4 2025 | Feb 12, 2026 |
| Bison Wealth, LLC | History | New | 10,384 | 2,515 | 0.28% | — | 938 | +10,384 | New | Q4 2025 | Mar 24, 2026 |
| State of Alaska, Department of Revenue | History | New | 10,191 | 2,508 | 0.03% | — | 939 | +10,191 | New | Q4 2025 | Jan 23, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Reduced | 10,185 | 2,507 | 0.1% | 0.1% | 940 | -15 | -0.15% | Q4 2025 | Feb 09, 2026 |
| SACHEM HILL LLC | History | Reduced | 10,095 | 2,484 | 0.48% | 0.49% | 941 | -22 | -0.22% | Q4 2025 | Feb 12, 2026 |
| Revolve Wealth Partners, LLC | History | Reduced | 10,089 | 2,483 | 0.29% | 0.35% | 942 | -2,012 | -16.63% | Q4 2025 | Jan 20, 2026 |
| Facet Wealth, Inc. | History | Added to | 9,415 | 2,479 | 0.04% | 0.04% | 943 | +2,038 | 27.63% | Q4 2025 | Jan 29, 2026 |
| Cornerstone Capital, Inc. | History | No change | 10,013 | 2,464 | 0.24% | 0.24% | 944 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| SPINNAKER TRUST | History | Reduced | 10,002 | 2,462 | 0.13% | 0.14% | 945 | -459 | -4.39% | Q4 2025 | Feb 10, 2026 |
| Potomac Capital Management, Inc. | History | New | 10,000 | 2,461 | 1.98% | — | 946 | +10,000 | New | Q4 2025 | Feb 11, 2026 |
| Clear Street Group Inc. | History | New | 10,000 | 2,461 | 0.01% | — | 949 | +10,000 | New | Q4 2025 | Feb 13, 2026 |
| Visionary Wealth Advisors | History | Reduced | 10,000 | 2,461 | 0.11% | 0.13% | 948 | -1,301 | -11.51% | Q4 2025 | Feb 13, 2026 |
| QUATTRO FINANCIAL ADVISORS LLC | History | No change | 10,000 | 2,461 | 0.73% | 0.77% | 947 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| SageView Advisory Group, LLC | History | Added to | 9,994 | 2,460 | 0.08% | 0.08% | 950 | +673 | 7.22% | Q4 2025 | Feb 17, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | Added to | 9,986 | 2,458 | 0.01% | 0.0% | 952 | +3,094 | 44.89% | Q4 2025 | Feb 05, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Added to | 9,989 | 2,458 | 0.28% | 0.23% | 951 | +1,949 | 24.24% | Q4 2025 | Jan 14, 2026 |
| Paragon Private Wealth Management, LLC | History | Added to | 9,976 | 2,455 | 0.75% | 0.68% | 954 | +1,389 | 16.18% | Q4 2025 | Feb 11, 2026 |
| Peregrine Asset Advisers, Inc. | History | No change | 9,976 | 2,455 | 0.69% | 0.72% | 953 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Miller Financial Services LLC | History | Reduced | 9,951 | 2,449 | 2.87% | 3.08% | 955 | -1,061 | -9.63% | Q4 2025 | Feb 12, 2026 |
| NWAM LLC | History | Added to | 9,722 | 2,448 | 0.14% | 0.13% | 956 | +142 | 1.48% | Q4 2025 | Feb 04, 2026 |
| Lexington Hill Partners, LLC | History | New | 9,922 | 2,442 | 1.84% | — | 957 | +9,922 | New | Q4 2025 | Feb 19, 2026 |
| Vise Technologies, Inc. | History | Added to | 9,885 | 2,433 | 0.05% | 0.01% | 958 | +8,254 | 506.07% | Q4 2025 | Feb 11, 2026 |
| PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | History | New | 9,870 | 2,429 | 0.23% | — | 959 | +9,870 | New | Q4 2025 | Feb 06, 2026 |
| WealthPlan Investment Management, LLC | History | Reduced | 9,869 | 2,429 | 0.15% | 0.16% | 960 | -87 | -0.87% | Q4 2025 | Feb 05, 2026 |
| Fisher Asset Management, LLC | History | Added to | 9,825 | 2,418 | 0.0% | 0.0% | 961 | +6,205 | 171.41% | Q4 2025 | Feb 09, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 9,807 | 2,414 | 0.13% | 0.03% | 962 | +7,650 | 354.66% | Q4 2025 | Jan 26, 2026 |
| BANTAMAC CAPITAL, LLC | History | Reduced | 9,810 | 2,414 | 1.16% | 1.23% | 963 | -115 | -1.16% | Q4 2025 | Feb 10, 2026 |
| Beirne Wealth Consulting Services, LLC | History | Added to | 9,786 | 2,409 | 0.7% | 0.57% | 964 | +21 | 0.22% | Q4 2025 | Jan 29, 2026 |
| Massar Capital Management, LP | History | Reduced | 9,767 | 2,404 | 0.26% | 2.07% | 965 | -55,233 | -84.97% | Q4 2025 | Feb 17, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 9,753 | 2,400 | 0.04% | 0.05% | 966 | +144 | 1.5% | Q4 2025 | Jan 16, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | Added to | 9,747 | 2,399 | 0.13% | 0.13% | 967 | +148 | 1.54% | Q4 2025 | Feb 13, 2026 |
| Riverpoint Wealth Management Holdings, LLC | History | Added to | 9,733 | 2,395 | 0.51% | 0.52% | 968 | +31 | 0.32% | Q4 2025 | Feb 10, 2026 |
| Avestar Capital, LLC | History | No change | 9,699 | 2,387 | 0.15% | 0.15% | 969 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 9,637 | 2,372 | 0.43% | 0.02% | 970 | +3,711 | 62.62% | Q4 2025 | Mar 04, 2026 |
| Athena Investment Management | History | No change | 9,629 | 2,370 | 1.21% | 1.21% | 971 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| WMG Financial Advisors, LLC | History | Added to | 9,527 | 2,345 | 0.97% | 0.73% | 972 | +483 | 5.34% | Q4 2025 | Jan 28, 2026 |
| Legacy Wealth Partners, LLC | History | New | 9,523 | 2,344 | 0.61% | — | 974 | +9,523 | New | Q4 2025 | Feb 17, 2026 |
| Heritage Family Offices, LLP | History | Added to | 9,523 | 2,344 | 1.07% | 0.86% | 973 | +1,845 | 24.03% | Q4 2025 | Jan 12, 2026 |
| NICOLET BANKSHARES INC | History | Reduced | 9,510 | 2,340 | 0.38% | 0.39% | 975 | -507 | -5.06% | Q4 2025 | Feb 09, 2026 |
| Abbot Financial Management, Inc. | History | Reduced | 9,479 | 2,333 | 0.97% | 1.03% | 976 | -530 | -5.3% | Q4 2025 | Feb 13, 2026 |
| Vident Advisory, LLC | History | Reduced | 9,455 | 2,327 | 0.02% | 0.02% | 977 | -87 | -0.91% | Q4 2025 | Feb 18, 2026 |
| SOUTHERN CAPITAL ADVISORS, LLC | History | Added to | 9,433 | 2,322 | 1.07% | 1.03% | 978 | +346 | 3.81% | Q4 2025 | Jan 28, 2026 |
| American Wealth Advisors, LLC | History | Reduced | 9,420 | 2,318 | 2.28% | 2.28% | 979 | -97 | -1.02% | Q4 2025 | Jan 26, 2026 |
| jvl associates llc | History | No change | 9,416 | 2,317 | 0.75% | 0.75% | 980 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Gridiron Partners, LLC | History | Reduced | 9,346 | 2,300 | 1.31% | 1.28% | 981 | -33,818 | -78.35% | Q4 2025 | Jan 08, 2026 |
| LYELL WEALTH MANAGEMENT, LP | History | Added to | 9,324 | 2,295 | 0.17% | 0.17% | 982 | +50 | 0.54% | Q4 2025 | Feb 12, 2026 |
| Mechanics Financial Corp | History | Reduced | 9,323 | 2,294 | 0.85% | 0.86% | 983 | -39 | -0.42% | Q4 2025 | Jan 22, 2026 |
| Hirtle Callaghan & Co LLC | History | Reduced | 9,295 | 2,288 | 0.08% | 0.08% | 984 | -285 | -2.97% | Q4 2025 | Feb 04, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Reduced | 9,289 | 2,286 | 0.27% | 0.32% | 985 | -1,838 | -16.52% | Q4 2025 | Feb 13, 2026 |
| Essex Bank | History | Reduced | 9,275 | 2,283 | 0.49% | 0.51% | 986 | -159 | -1.69% | Q4 2025 | Feb 02, 2026 |
| Delos Wealth Advisors, LLC | History | Added to | 9,274 | 2,282 | 1.5% | 1.46% | 987 | +321 | 3.59% | Q4 2025 | Feb 17, 2026 |
| Foundation Wealth Management, LLC\PA | History | Reduced | 9,250 | 2,277 | 0.83% | 0.91% | 988 | -418 | -4.32% | Q4 2025 | Jan 15, 2026 |
| Claro Advisors Inc. | History | Reduced | 9,244 | 2,275 | 0.31% | 0.34% | 989 | -356 | -3.71% | Q4 2025 | Feb 17, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Added to | 9,234 | 2,273 | 0.08% | 0.08% | 990 | +1 | 0.01% | Q4 2025 | Feb 12, 2026 |
| Trust Point Inc. | History | Added to | 9,176 | 2,258 | 0.18% | 0.17% | 991 | +449 | 5.14% | Q4 2025 | Jan 13, 2026 |
| SHELTON CAPITAL MANAGEMENT | History | Added to | 9,172 | 2,257 | 0.04% | 0.02% | 992 | +4,391 | 91.84% | Q4 2025 | Feb 17, 2026 |
| Oakwell Private Wealth Management, LLC | History | Added to | 9,171 | 2,257 | 0.42% | 0.44% | 993 | +185 | 2.06% | Q4 2025 | Jan 30, 2026 |
| Grove Bank & Trust | History | Added to | 9,135 | 2,248 | 0.25% | 0.23% | 995 | +1,090 | 13.55% | Q4 2025 | Jan 08, 2026 |
| Opus Capital Group, LLC | History | Reduced | 9,131 | 2,248 | 0.24% | 0.26% | 994 | -518 | -5.37% | Q4 2025 | Jan 30, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | Added to | 9,120 | 2,244 | 0.07% | 0.04% | 996 | +4,468 | 96.04% | Q4 2025 | Feb 13, 2026 |
| Sage Capital Advisors,llc | History | Added to | 9,087 | 2,236 | 0.53% | 0.51% | 998 | +156 | 1.75% | Q4 2025 | Jan 06, 2026 |
| HBK Sorce Advisory LLC | History | Reduced | 8,441 | 2,236 | 0.05% | 0.05% | 997 | -33 | -0.39% | Q4 2025 | Feb 09, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | Added to | 9,046 | 2,226 | 0.73% | 0.73% | 999 | +20 | 0.22% | Q4 2025 | Jan 27, 2026 |
| Glen Eagle Advisors, LLC | History | Reduced | 9,033 | 2,223 | 0.3% | 0.31% | 1002 | -145 | -1.58% | Q4 2025 | Feb 13, 2026 |
| KKM Financial LLC | History | Added to | 9,033 | 2,223 | 0.39% | 0.68% | 1001 | +127 | 1.43% | Q4 2025 | Feb 18, 2026 |
| Mathes Company, Inc. | History | Reduced | 9,030 | 2,223 | 0.79% | 0.79% | 1000 | -50 | -0.55% | Q4 2025 | Feb 09, 2026 |
| Aaron Wealth Advisors LLC | History | No change | 9,010 | 2,218 | 0.12% | 0.13% | 1003 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Tradition Wealth Management, LLC | History | Reduced | 9,004 | 2,216 | 0.16% | 0.16% | 1004 | -2 | -0.02% | Q4 2025 | Feb 11, 2026 |
| RB Capital Management, LLC | History | Reduced | 9,002 | 2,215 | 0.44% | 0.75% | 1005 | -6,030 | -40.11% | Q4 2025 | Feb 03, 2026 |
| HM PAYSON & CO | History | Added to | 8,997 | 2,214 | 0.03% | 0.03% | 1006 | +1,011 | 12.66% | Q4 2025 | Feb 12, 2026 |
| CONSILIO WEALTH ADVISORS, LLC | History | New | 8,938 | 2,200 | 0.64% | — | 1007 | +8,938 | New | Q4 2025 | Mar 19, 2026 |
| VVR Holdings LLC | History | New | 8,929 | 2,198 | 1.14% | — | 1009 | +8,929 | New | Q4 2025 | Feb 11, 2026 |
| CHILDRESS CAPITAL ADVISORS, LLC | History | Added to | 8,931 | 2,198 | 0.35% | 0.3% | 1008 | +2,095 | 30.65% | Q4 2025 | Jan 26, 2026 |
| Indiana Trust & Investment Management Co | History | Reduced | 8,922 | 2,196 | 0.65% | 0.66% | 1010 | -10 | -0.11% | Q4 2025 | Jan 21, 2026 |
| Legacy Bridge, LLC | History | Reduced | 8,914 | 2,194 | 0.89% | 0.9% | 1011 | -65 | -0.72% | Q4 2025 | Jan 23, 2026 |
| Empirical Asset Management, LLC | History | Reduced | 8,883 | 2,186 | 0.62% | 0.6% | 1012 | -39 | -0.44% | Q4 2025 | Feb 06, 2026 |
| Harvest Investment Services, LLC | History | Reduced | 8,862 | 2,181 | 0.41% | 0.48% | 1013 | -916 | -9.37% | Q4 2025 | Feb 17, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 8,820 | 2,171 | 0.14% | 0.15% | 1014 | -1 | -0.01% | Q4 2025 | Feb 20, 2026 |
| SOUTHERNSUN ASSET MANAGEMENT, LLC | History | New | 8,800 | 2,166 | 0.3% | — | 1015 | +8,800 | New | Q4 2025 | Feb 13, 2026 |
| PKS Advisory Services, LLC | History | Reduced | 8,803 | 2,166 | 0.49% | 0.46% | 1016 | -378 | -4.12% | Q4 2025 | Feb 02, 2026 |
| MLP3, LLC | History | New | 8,792 | 2,164 | 2.36% | — | 1017 | +8,792 | New | Q4 2025 | Feb 13, 2026 |
| Advisor OS, LLC | History | Added to | 8,783 | 2,161 | 0.17% | 0.18% | 1018 | +19 | 0.22% | Q4 2025 | Feb 04, 2026 |
| STERLING INVESTMENT ADVISORS LLC /ADV | History | Added to | 8,773 | 2,159 | 1.04% | 0.98% | 1019 | +569 | 6.94% | Q4 2025 | Jan 14, 2026 |
| BAXTER BROS INC | History | Reduced | 8,759 | 2,156 | 0.25% | 0.25% | 1020 | -15 | -0.17% | Q4 2025 | Jan 26, 2026 |
| Focus Financial Network, Inc. | History | Added to | 8,696 | 2,140 | 0.07% | 0.07% | 1021 | +515 | 6.3% | Q4 2025 | Jan 12, 2026 |
| NIXON PEABODY TRUST CO | History | No change | 8,685 | 2,137 | 0.16% | 0.15% | 1022 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Willis Johnson & Associates, Inc. | History | Reduced | 8,651 | 2,129 | 0.13% | 0.15% | 1023 | -1,663 | -16.12% | Q4 2025 | Jan 22, 2026 |
| GenTrust, LLC | History | Added to | 8,648 | 2,128 | 0.09% | 0.08% | 1024 | +1,175 | 15.72% | Q4 2025 | Feb 02, 2026 |
| Paragon Capital Management LLC | History | Added to | 8,620 | 2,122 | 1.08% | 1.01% | 1025 | +4 | 0.05% | Q4 2025 | Feb 13, 2026 |
| Eldridge Investment Advisors, Inc. | History | Reduced | 8,616 | 2,120 | 0.47% | 0.49% | 1027 | -303 | -3.4% | Q4 2025 | Feb 11, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 8,613 | 2,120 | 0.03% | 0.03% | 1026 | -208 | -2.36% | Q4 2025 | Jan 26, 2026 |
| DUNCKER STREETT & CO INC | History | Added to | 8,604 | 2,117 | 0.38% | 0.05% | 1028 | +7,423 | 628.54% | Q4 2025 | Jan 27, 2026 |
| Seneca Financial Advisors LLC | History | Reduced | 8,558 | 2,106 | 0.64% | 0.7% | 1029 | -295 | -3.33% | Q4 2025 | Jan 26, 2026 |
| Gambit Capital Management, LLC | History | New | 8,532 | 2,100 | 1.5% | — | 1030 | +8,532 | New | Q4 2025 | Feb 06, 2026 |
| Montecito Bank & Trust | History | Reduced | 8,528 | 2,099 | 0.33% | 0.32% | 1031 | -53 | -0.62% | Q4 2025 | Jan 09, 2026 |
| Clarius Group, LLC | History | Reduced | 8,529 | 2,099 | 0.12% | 0.12% | 1032 | -13 | -0.15% | Q4 2025 | Jan 14, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 8,517 | 2,096 | 0.04% | 0.15% | 1033 | -23,214 | -73.16% | Q4 2025 | Feb 17, 2026 |
| DBK Financial Counsel, LLC | History | Reduced | 8,499 | 2,092 | 1.61% | 1.75% | 1034 | -90 | -1.05% | Q4 2025 | Jan 26, 2026 |
| BALLAST ADVISORS LLC | History | Reduced | 8,470 | 2,084 | 0.57% | 0.56% | 1035 | -1 | -0.01% | Q4 2025 | Feb 03, 2026 |
| ADVISORS MANAGEMENT GROUP INC /ADV | History | Reduced | 8,460 | 2,083 | 0.38% | 0.37% | 1036 | -177 | -2.05% | Q4 2025 | Jan 14, 2026 |
| Keel Point, LLC | History | Added to | 8,465 | 2,083 | 0.13% | 0.12% | 1037 | +103 | 1.23% | Q4 2025 | Feb 12, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | Added to | 8,438 | 2,077 | 0.1% | 0.07% | 1038 | +2,480 | 41.62% | Q4 2025 | Feb 02, 2026 |
| TICINO WEALTH | History | New | 8,433 | 2,075 | 0.77% | — | 1039 | +8,433 | New | Q4 2025 | Jan 27, 2026 |
| SHERMAN PORFOLIOS, LLC | History | New | 8,429 | 2,074 | 0.14% | — | 1040 | +8,429 | New | Q4 2025 | Feb 17, 2026 |
| Pointe Capital Management LLC | History | Added to | 8,419 | 2,072 | 1.03% | 0.85% | 1041 | +1,220 | 16.95% | Q4 2025 | Feb 17, 2026 |
| Tempus Wealth Planning, LLC | History | Reduced | 8,421 | 2,072 | 0.47% | 0.47% | 1042 | -104 | -1.22% | Q4 2025 | Jan 16, 2026 |
| GARDNER LEWIS ASSET MANAGEMENT L P | History | No change | 8,390 | 2,065 | 0.52% | 0.48% | 1043 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | Reduced | 8,357 | 2,057 | 0.0% | 0.01% | 1044 | -5,243 | -38.55% | Q4 2025 | Feb 12, 2026 |
| 1834 INVESTMENT ADVISORS CO | History | No change | 8,328 | 2,050 | 0.26% | 0.25% | 1045 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| SNS Financial Group, LLC | History | Reduced | 8,291 | 2,040 | 0.18% | 0.18% | 1046 | -57 | -0.68% | Q4 2025 | Feb 02, 2026 |
| Topsail Wealth Management, LLC | History | Added to | 8,282 | 2,038 | 0.3% | 0.32% | 1047 | +508 | 6.53% | Q4 2025 | Feb 04, 2026 |
| Powell Investment Advisors, LLC | History | Added to | 8,275 | 2,036 | 0.7% | 0.65% | 1048 | +560 | 7.26% | Q4 2025 | Feb 09, 2026 |
| Savvy Advisors, Inc. | History | Added to | 8,264 | 2,034 | 0.07% | 0.08% | 1049 | +652 | 8.57% | Q4 2025 | Jan 20, 2026 |
| PETTYJOHN, WOOD & WHITE, INC | History | Added to | 8,215 | 2,022 | 0.32% | 0.32% | 1050 | +132 | 1.63% | Q4 2025 | Feb 11, 2026 |
| Salus Financial Advisors, LLC | History | Reduced | 8,159 | 2,008 | 1.2% | 1.24% | 1051 | -150 | -1.81% | Q4 2025 | Jan 21, 2026 |
| CWC Advisors, LLC. | History | Added to | 8,137 | 2,003 | 0.97% | 0.69% | 1052 | +2,321 | 39.91% | Q4 2025 | Jan 26, 2026 |
| KAVAR CAPITAL PARTNERS GROUP, LLC | History | Reduced | 8,140 | 2,003 | 0.28% | 0.26% | 1053 | -29 | -0.36% | Q4 2025 | Jan 20, 2026 |
| Lakeshore Financial Planning, Inc. | History | Added to | 8,117 | 1,998 | 0.71% | 0.73% | 1054 | +1 | 0.01% | Q4 2025 | Feb 17, 2026 |
| MONECO ADVISORS, LLC | History | Reduced | 8,090 | 1,991 | 0.16% | 0.17% | 1055 | -124 | -1.51% | Q4 2025 | Feb 04, 2026 |
| DAVIS R M INC | History | Reduced | 8,085 | 1,990 | 0.03% | 0.03% | 1056 | -32 | -0.39% | Q4 2025 | Feb 12, 2026 |
| OPTIMA CAPITAL LLC | History | Added to | 8,070 | 1,986 | 0.86% | 0.77% | 1057 | +1,540 | 23.58% | Q4 2025 | Jan 23, 2026 |
| BUILDER INVESTMENT GROUP INC /ADV | History | Added to | 8,067 | 1,985 | 0.43% | 0.44% | 1058 | +2 | 0.02% | Q4 2025 | Jan 28, 2026 |
| CJM Wealth Advisers, Ltd. | History | Added to | 8,037 | 1,978 | 0.59% | 0.6% | 1059 | +1 | 0.01% | Q4 2025 | Jan 23, 2026 |
| WEALTH ALLIANCE, LLC | History | Added to | 8,033 | 1,977 | 0.19% | 0.13% | 1060 | +2,745 | 51.91% | Q4 2025 | Feb 13, 2026 |
| Arax Advisory Partners | History | New | 8,011 | 1,972 | 0.06% | — | 1061 | +8,011 | New | Q4 2025 | Feb 13, 2026 |
| DAGCO, INC. | History | Reduced | 8,011 | 1,972 | 0.46% | 0.52% | 1062 | -601 | -6.98% | Q4 2025 | Jan 08, 2026 |
| Greenwich Wealth Management LLC | History | Reduced | 7,985 | 1,966 | 0.09% | 0.1% | 1063 | -15 | -0.19% | Q4 2025 | Feb 10, 2026 |
| CHATHAM CAPITAL GROUP, INC. | History | Reduced | 7,944 | 1,955 | 0.28% | 0.28% | 1064 | -18 | -0.23% | Q4 2025 | Jan 14, 2026 |
| Veracity Capital LLC | History | Added to | 7,946 | 1,955 | 0.58% | 0.61% | 1065 | +1 | 0.01% | Q4 2025 | Jan 29, 2026 |
| GM Advisory Group, LLC | History | Added to | 7,940 | 1,954 | 0.08% | 0.08% | 1066 | +109 | 1.39% | Q4 2025 | Feb 13, 2026 |
| Westmount Partners, LLC | History | Reduced | 7,932 | 1,952 | 0.49% | 0.66% | 1067 | -2,552 | -24.34% | Q4 2025 | Jan 15, 2026 |
| Union Bancaire Privee, UBP SA | History | Added to | 7,949 | 1,949 | 0.02% | 0.02% | 1068 | +1,267 | 18.96% | Q4 2025 | Jan 05, 2026 |
| Bensler, LLC | History | Reduced | 7,911 | 1,947 | 0.19% | 0.21% | 1069 | -378 | -4.56% | Q4 2025 | Feb 04, 2026 |
| Financial Synergies Wealth Advisors, Inc. | History | Added to | 7,846 | 1,931 | 0.19% | 0.19% | 1070 | +129 | 1.67% | Q4 2025 | Feb 06, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | Added to | 7,811 | 1,922 | 0.02% | 0.01% | 1071 | +2,877 | 58.31% | Q4 2025 | Feb 05, 2026 |
| WESPAC Advisors, LLC | History | Added to | 7,797 | 1,919 | 1.04% | 0.81% | 1072 | +2,033 | 35.27% | Q4 2025 | Jan 14, 2026 |
| Plan Group Financial, LLC | History | Reduced | 7,746 | 1,906 | 0.49% | 0.8% | 1073 | -4,585 | -37.18% | Q4 2025 | Feb 03, 2026 |
| Regent Peak Wealth Advisors LLC | History | Reduced | 7,740 | 1,905 | 0.38% | 0.38% | 1074 | -121 | -1.54% | Q4 2025 | Jan 08, 2026 |
| FCA CORP /TX | History | Reduced | 7,718 | 1,899 | 0.54% | 0.59% | 1075 | -1,043 | -11.91% | Q4 2025 | Feb 11, 2026 |
| Aspen Capital Management, LLC | History | No change | 7,705 | 1,896 | 0.47% | 0.48% | 1076 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | History | Reduced | 7,699 | 1,895 | 0.43% | 0.48% | 1078 | -740 | -8.77% | Q4 2025 | Jan 12, 2026 |
| GATEWAY INVESTMENT ADVISERS LLC | History | Added to | 7,700 | 1,895 | 0.02% | 0.02% | 1077 | +100 | 1.32% | Q4 2025 | Feb 03, 2026 |
| Apriem Advisors | History | No change | 7,679 | 1,890 | 0.17% | 0.18% | 1079 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Allie Family Office LLC | History | No change | 7,656 | 1,884 | 0.88% | 0.88% | 1080 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SONATA CAPITAL GROUP INC | History | Reduced | 7,636 | 1,879 | 0.68% | 0.69% | 1081 | -111 | -1.43% | Q4 2025 | Jan 26, 2026 |
| Silverleafe Capital Partners, LLC | History | Added to | 7,623 | 1,876 | 0.56% | 0.56% | 1082 | +50 | 0.66% | Q4 2025 | Jan 12, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 7,620 | 1,875 | 0.07% | 0.04% | 1083 | +4,304 | 129.79% | Q4 2025 | Feb 09, 2026 |
| North Star Investment Management Corp. | History | Added to | 7,596 | 1,869 | 0.12% | 0.12% | 1084 | +48 | 0.64% | Q4 2025 | Jan 30, 2026 |
| Legacy Advisors, LLC | History | Added to | 7,570 | 1,863 | 0.2% | 0.21% | 1085 | +432 | 6.05% | Q4 2025 | Jan 27, 2026 |
| Sunflower Bank, N.A. | History | No change | 7,538 | 1,855 | 0.47% | 0.44% | 1086 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Sageworth Trust Co of South Dakota | History | No change | 7,537 | 1,855 | 1.52% | 1.72% | 1087 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | Added to | 7,524 | 1,852 | 0.2% | 0.2% | 1088 | +31 | 0.41% | Q4 2025 | Jan 20, 2026 |
| Wealth Architects, LLC | History | No change | 7,511 | 1,849 | 0.17% | 0.17% | 1089 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| WealthShield Partners, LLC | History | Added to | 7,508 | 1,848 | 0.2% | 0.17% | 1090 | +1,231 | 19.61% | Q4 2025 | Feb 03, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 7,500 | 1,846 | 0.05% | 0.05% | 1091 | -110 | -1.45% | Q4 2025 | Jan 07, 2026 |
| Evernest Financial Advisors, LLC | History | Reduced | 6,913 | 1,845 | 0.39% | 0.66% | 1092 | -2,799 | -28.82% | Q4 2025 | Feb 13, 2026 |
| Ethos Financial Group, LLC | History | Reduced | 7,485 | 1,842 | 0.14% | 0.15% | 1093 | -308 | -3.95% | Q4 2025 | Jan 20, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 7,465 | 1,837 | 0.0% | 0.01% | 1094 | -28,372 | -79.17% | Q4 2025 | Feb 13, 2026 |
| Blue Trust, Inc. | History | Added to | 7,464 | 1,837 | 0.02% | 0.01% | 1095 | +3,175 | 74.03% | Q4 2025 | Jan 16, 2026 |
| SHELTON WEALTH MANAGEMENT, LLC | History | Reduced | 7,465 | 1,837 | 0.79% | 0.82% | 1096 | -69 | -0.92% | Q4 2025 | Jan 26, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Reduced | 7,433 | 1,829 | 0.14% | 0.16% | 1097 | -680 | -8.38% | Q4 2025 | Jan 07, 2026 |
| ATTICUS WEALTH MANAGEMENT, LLC | History | Reduced | 7,398 | 1,821 | 0.45% | 0.45% | 1098 | -26 | -0.35% | Q4 2025 | Feb 09, 2026 |
| Wakefield Asset Management LLLP | History | Added to | 7,367 | 1,813 | 0.49% | 0.46% | 1099 | +347 | 4.94% | Q4 2025 | Feb 05, 2026 |
| MBL Wealth, LLC | History | Added to | 7,354 | 1,810 | 0.15% | 0.13% | 1100 | +1,303 | 21.53% | Q4 2025 | Jan 21, 2026 |
| Evelyn Partners Asset Management Ltd | History | Added to | 7,348 | 1,808 | 0.42% | 0.39% | 1101 | +155 | 2.15% | Q4 2025 | Feb 13, 2026 |
| United Advisor Group, LLC | History | Added to | 7,286 | 1,793 | 0.22% | 0.06% | 1102 | +5,350 | 276.34% | Q4 2025 | Jan 26, 2026 |
| FAGAN ASSOCIATES, INC. | History | Reduced | 7,273 | 1,790 | 0.24% | 0.25% | 1103 | -283 | -3.75% | Q4 2025 | Jan 30, 2026 |
| Fogel Capital Management, Inc. | History | Added to | 7,233 | 1,780 | 0.82% | 0.74% | 1104 | +580 | 8.72% | Q4 2025 | Feb 02, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 7,218 | 1,776 | 0.1% | 0.1% | 1105 | +200 | 2.85% | Q4 2025 | Feb 10, 2026 |
| IFG Advisors, LLC | History | Added to | 7,202 | 1,772 | 0.29% | 0.28% | 1106 | +168 | 2.39% | Q4 2025 | Jan 13, 2026 |
| Brand Asset Management Group, Inc. | History | Reduced | 7,191 | 1,770 | 0.49% | 0.49% | 1107 | -1 | -0.01% | Q4 2025 | Feb 11, 2026 |
| Waldron Private Wealth LLC | History | Added to | 7,182 | 1,767 | 0.07% | 0.07% | 1108 | +207 | 2.97% | Q4 2025 | Jan 14, 2026 |
| CX Institutional | History | Added to | 7,176 | 1,766 | 0.05% | 0.05% | 1109 | +172 | 2.46% | Q4 2025 | Feb 02, 2026 |
| Edgestream Partners, L.P. | History | Added to | 7,143 | 1,758 | 0.05% | 0.03% | 1110 | +3,313 | 86.5% | Q4 2025 | Feb 13, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Added to | 7,105 | 1,749 | 0.02% | 0.02% | 1111 | +302 | 4.44% | Q4 2025 | Feb 12, 2026 |
| Segment Wealth Management, LLC | History | Added to | 7,096 | 1,746 | 0.1% | 0.09% | 1112 | +1,200 | 20.35% | Q4 2025 | Jan 29, 2026 |
| Orca Investment Management, LLC | History | Reduced | 7,070 | 1,740 | 1.37% | 1.41% | 1113 | -30 | -0.42% | Q4 2025 | Jan 20, 2026 |
| Berkshire Money Management, Inc. | History | New | 7,068 | 1,739 | 0.17% | — | 1114 | +7,068 | New | Q4 2025 | Jan 27, 2026 |
| Cambria Investment Management, L.P. | History | Added to | 7,032 | 1,730 | 0.1% | 0.03% | 1115 | +5,120 | 267.78% | Q4 2025 | Feb 17, 2026 |
| Maxele Advisors, LLC | History | Added to | 7,027 | 1,729 | 1.4% | 1.41% | 1116 | +277 | 4.1% | Q4 2025 | Feb 05, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Added to | 7,022 | 1,728 | 0.08% | 0.08% | 1117 | +562 | 8.7% | Q4 2025 | Feb 04, 2026 |
| WorthPointe, LLC | History | New | 6,999 | 1,722 | 0.45% | — | 1118 | +6,999 | New | Q4 2025 | Jan 26, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Reduced | 6,994 | 1,721 | 0.0% | 0.03% | 1120 | -100,000 | -93.46% | Q4 2025 | Feb 17, 2026 |
| FORTERIS WEALTH MANAGEMENT INC. | History | New | 6,994 | 1,721 | 1.69% | — | 1121 | +6,994 | New | Q4 2025 | Jan 26, 2026 |
| Avantax Planning Partners, Inc. | History | Reduced | 6,995 | 1,721 | 0.05% | 0.05% | 1119 | -66 | -0.93% | Q4 2025 | Feb 05, 2026 |
| Abacus Planning Group, Inc. | History | Reduced | 6,988 | 1,720 | 0.23% | 0.24% | 1122 | -224 | -3.11% | Q4 2025 | Jan 16, 2026 |
| AmeriServ Wealth Advisors | History | Reduced | 6,977 | 1,717 | 1.0% | 0.91% | 1123 | -477 | -6.4% | Q4 2025 | Feb 10, 2026 |
| IAM Advisory, LLC | History | Added to | 6,964 | 1,714 | 0.38% | 0.38% | 1124 | +62 | 0.9% | Q4 2025 | Jan 07, 2026 |
| MOSAIC FINANCIAL GROUP, LLC | History | Reduced | 6,954 | 1,712 | 1.17% | 1.2% | 1125 | -16 | -0.23% | Q4 2025 | Feb 13, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | No change | 6,952 | 1,711 | 0.11% | 0.11% | 1126 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | Reduced | 6,938 | 1,707 | 0.08% | 0.09% | 1127 | -175 | -2.46% | Q4 2025 | Feb 11, 2026 |
| Aster Capital Management (DIFC) Ltd | History | New | 6,931 | 1,706 | 0.75% | — | 1128 | +6,931 | New | Q4 2025 | Feb 17, 2026 |
| Intrepid Financial Planning Group LLC | History | Added to | 6,926 | 1,704 | 0.65% | 0.63% | 1129 | +43 | 0.62% | Q4 2025 | Feb 13, 2026 |
| MONETARY MANAGEMENT GROUP INC | History | Reduced | 6,915 | 1,702 | 0.39% | 0.39% | 1130 | -150 | -2.12% | Q4 2025 | Feb 11, 2026 |
| Relyea Zuckerberg Hanson LLC | History | Reduced | 6,896 | 1,697 | 0.17% | 0.18% | 1131 | -93 | -1.33% | Q4 2025 | Jan 20, 2026 |
| Bricktown Capital, LLC | History | No change | 6,891 | 1,696 | 0.29% | 0.27% | 1132 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Red Tortoise LLC | History | Reduced | 6,876 | 1,692 | 0.72% | 0.72% | 1133 | -16 | -0.23% | Q4 2025 | Jan 22, 2026 |
| Morangie Management LLC | History | Reduced | 6,867 | 1,690 | 1.34% | 1.48% | 1134 | -208 | -2.94% | Q4 2025 | Jan 16, 2026 |
| Ruggiero Investments, Inc. | History | New | 6,855 | 1,687 | 1.52% | — | 1135 | +6,855 | New | Q4 2025 | Feb 12, 2026 |
| Archford Capital Strategies, LLC | History | No change | 6,846 | 1,685 | 0.2% | 0.2% | 1136 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Choate Investment Advisors | History | Reduced | 6,837 | 1,682 | 0.03% | 0.04% | 1137 | -816 | -10.66% | Q4 2025 | Feb 09, 2026 |
| Pallas Capital Advisors LLC | History | Added to | 6,828 | 1,680 | 0.06% | 0.02% | 1139 | +5,003 | 274.14% | Q4 2025 | Jan 14, 2026 |
| Fort Point Capital Partners LLC | History | Added to | 6,329 | 1,680 | 0.19% | 0.17% | 1138 | +214 | 3.5% | Q4 2025 | Feb 13, 2026 |
| GENESIS PRIVATE WEALTH, LLC | History | Added to | 6,812 | 1,676 | 0.52% | 0.21% | 1140 | +4,696 | 221.93% | Q4 2025 | Jan 08, 2026 |
| FSC Wealth Advisors, LLC | History | Reduced | 6,762 | 1,664 | 2.7% | 3.26% | 1141 | -16,591 | -71.04% | Q4 2025 | Jan 22, 2026 |
| LVW Advisors, LLC | History | Reduced | 6,751 | 1,661 | 0.17% | 0.19% | 1142 | -852 | -11.21% | Q4 2025 | Jan 14, 2026 |
| PACES FERRY WEALTH ADVISORS, LLC | History | Added to | 6,734 | 1,657 | 0.67% | 0.68% | 1143 | +3 | 0.04% | Q4 2025 | Feb 11, 2026 |
| One Charles Private Wealth Services, LLC | History | New | 6,731 | 1,656 | 0.43% | — | 1144 | +6,731 | New | Q4 2025 | Feb 06, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Reduced | 6,720 | 1,654 | 0.1% | 0.12% | 1145 | -290 | -4.14% | Q4 2025 | Feb 11, 2026 |
| Camelot Portfolios, LLC | History | Reduced | 6,674 | 1,642 | 1.01% | 0.97% | 1146 | -140 | -2.05% | Q4 2025 | Jan 29, 2026 |
| FIDUCIENT ADVISORS LLC | History | Reduced | 6,645 | 1,635 | 0.2% | 0.23% | 1147 | -1,463 | -18.04% | Q4 2025 | Feb 10, 2026 |
| Disciplined Investments, LLC | History | Reduced | 6,615 | 1,628 | 0.63% | 0.69% | 1148 | -542 | -7.57% | Q4 2025 | Feb 05, 2026 |
| Fonville Wealth Management LLC | History | Reduced | 6,617 | 1,628 | 0.33% | 0.36% | 1149 | -79 | -1.18% | Q4 2025 | Jan 23, 2026 |
| ALESCO ADVISORS LLC | History | Reduced | 6,605 | 1,625 | 0.04% | 0.04% | 1150 | -185 | -2.72% | Q4 2025 | Jan 28, 2026 |
| Asset Advisory Group, Inc. | History | New | 6,598 | 1,624 | 0.81% | — | 1151 | +6,598 | New | Q4 2025 | Feb 12, 2026 |
| LOOMIS SAYLES & CO L P | History | Reduced | 6,595 | 1,623 | 0.0% | 0.0% | 1152 | -799 | -10.81% | Q4 2025 | Feb 12, 2026 |
| Perennial Investment Advisors, LLC | History | Reduced | 6,584 | 1,621 | 0.13% | 0.14% | 1153 | -652 | -9.01% | Q4 2025 | Feb 17, 2026 |
| Farmers National Bank | History | New | 6,583 | 1,620 | 0.36% | — | 1154 | +6,583 | New | Q4 2025 | Mar 12, 2026 |
| SAGE RHINO CAPITAL LLC | History | Added to | 6,581 | 1,619 | 0.31% | 0.31% | 1155 | +1 | 0.02% | Q4 2025 | Jan 30, 2026 |
| VISTA FINANCE, LLC | History | Added to | 6,572 | 1,617 | 1.07% | 1.06% | 1156 | +5 | 0.08% | Q4 2025 | Jan 27, 2026 |
| LS Investment Advisors, LLC | History | Reduced | 6,565 | 1,615 | 0.23% | 0.23% | 1157 | -71 | -1.07% | Q4 2025 | Jan 26, 2026 |
| Plum Street Advisors, LLC | History | Reduced | 6,538 | 1,609 | 0.57% | 0.66% | 1158 | -483 | -6.88% | Q4 2025 | Feb 13, 2026 |
| Keystone Wealth Services, LLC | History | Reduced | 6,534 | 1,608 | 0.34% | 0.35% | 1159 | -106 | -1.6% | Q4 2025 | Jan 26, 2026 |
| 626 Financial, LLC | History | Reduced | 6,532 | 1,607 | 0.69% | 0.69% | 1160 | -1 | -0.02% | Q4 2025 | Feb 05, 2026 |
| BankPlus Trust Department | History | No change | 6,511 | 1,602 | 0.42% | 0.42% | 1161 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Allen Investment Management, LLC | History | No change | 6,500 | 1,600 | 0.02% | 0.02% | 1162 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| PROFFITT & GOODSON INC | History | Reduced | 6,490 | 1,597 | 0.22% | 0.42% | 1163 | -5,684 | -46.69% | Q4 2025 | Jan 27, 2026 |
| Orgel Wealth Management, LLC | History | Reduced | 6,484 | 1,596 | 0.04% | 0.04% | 1164 | -74 | -1.13% | Q4 2025 | Jan 07, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Reduced | 6,445 | 1,586 | 0.17% | 0.2% | 1165 | -1,045 | -13.95% | Q4 2025 | Jan 28, 2026 |
| STEEL GROVE CAPITAL ADVISORS, LLC | History | No change | 6,428 | 1,582 | 0.16% | 0.16% | 1166 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| SIGNAL TREE FINANCIAL PARTNERS LLC | History | No change | 6,422 | 1,580 | 1.2% | 1.23% | 1167 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| HORAN Wealth, LLC | History | Added to | 6,410 | 1,577 | 0.24% | 0.24% | 1168 | +17 | 0.27% | Q4 2025 | Feb 04, 2026 |
| TSFG, LLC | History | Reduced | 6,367 | 1,567 | 0.23% | 0.29% | 1169 | -1,184 | -15.68% | Q4 2025 | Feb 04, 2026 |
| Creek Drive Management Group LLC | History | New | 970,000 | 1,565 | 17.46% | — | 1170 | +970,000 | New | Q4 2025 | Mar 24, 2026 |
| Richmond Investment Services, LLC | History | Added to | 6,353 | 1,564 | 0.27% | 0.26% | 1171 | +617 | 10.76% | Q4 2025 | Feb 12, 2026 |
| KELLY FINANCIAL GROUP LLC | History | Reduced | 6,334 | 1,559 | 0.4% | 0.42% | 1172 | -266 | -4.03% | Q4 2025 | Jan 23, 2026 |
| Avior Wealth Management, LLC | History | Added to | 6,431 | 1,558 | 0.05% | 0.05% | 1173 | +192 | 3.08% | Q4 2025 | Jan 06, 2026 |
| Wealth Watch Advisors, INC | History | Added to | 6,324 | 1,556 | 0.58% | 0.6% | 1174 | +279 | 4.62% | Q4 2025 | Feb 17, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | Added to | 6,303 | 1,551 | 0.09% | 0.06% | 1175 | +2,382 | 60.75% | Q4 2025 | Feb 17, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Added to | 6,283 | 1,546 | 0.04% | 0.01% | 1176 | +5,318 | 551.09% | Q4 2025 | Feb 13, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 6,277 | 1,545 | 0.21% | — | 1177 | +6,277 | New | Q4 2025 | Feb 09, 2026 |
| CATALYST FINANCIAL PARTNERS LLC | History | Added to | 6,274 | 1,544 | 0.17% | 0.16% | 1178 | +697 | 12.5% | Q4 2025 | Feb 04, 2026 |
| SlateStone Wealth, LLC | History | Added to | 6,267 | 1,543 | 0.13% | 0.13% | 1179 | +101 | 1.64% | Q4 2025 | Feb 11, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 6,264 | 1,542 | 0.02% | 0.02% | 1180 | -668 | -9.64% | Q4 2025 | Jan 13, 2026 |
| ALLSTATE CORP | History | Reduced | 6,261 | 1,541 | 0.02% | 0.04% | 1181 | -564 | -8.26% | Q4 2025 | Feb 09, 2026 |
| ADAPT WEALTH ADVISORS, LLC | History | Reduced | 6,236 | 1,535 | 0.53% | 0.56% | 1183 | -69 | -1.09% | Q4 2025 | Feb 10, 2026 |
| BOSTON FAMILY OFFICE LLC | History | Added to | 6,236 | 1,535 | 0.1% | 0.1% | 1182 | +33 | 0.53% | Q4 2025 | Feb 13, 2026 |
| Planned Solutions, Inc. | History | Added to | 6,233 | 1,534 | 0.49% | 0.52% | 1184 | +17 | 0.27% | Q4 2025 | Jan 28, 2026 |
| DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | History | Added to | 6,214 | 1,530 | 0.07% | 0.07% | 1185 | +232 | 3.88% | Q4 2025 | Jan 27, 2026 |
| Cambridge Advisors Inc. | History | No change | 6,217 | 1,530 | 0.29% | 0.29% | 1186 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Reduced | 6,166 | 1,528 | 0.0% | 0.0% | 1187 | -318 | -4.9% | Q4 2025 | Jan 27, 2026 |
| State of Wyoming | History | Added to | 6,200 | 1,526 | 0.17% | 0.15% | 1188 | +900 | 16.98% | Q4 2025 | Feb 11, 2026 |
| Soltis Investment Advisors LLC | History | Reduced | 6,176 | 1,520 | 0.1% | 0.11% | 1189 | -2,029 | -24.73% | Q4 2025 | Apr 02, 2026 |
| Confluence Wealth Services, Inc. | History | Added to | 6,155 | 1,515 | 0.06% | 0.07% | 1190 | +19 | 0.31% | Q4 2025 | Jan 28, 2026 |
| Lunt Capital Management, Inc. | History | No change | 6,152 | 1,514 | 0.57% | 0.57% | 1191 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Kovitz Investment Group Partners, LLC | History | Reduced | 6,140 | 1,511 | 0.03% | 0.19% | 1192 | -198,668 | -97.0% | Q4 2025 | Feb 20, 2026 |
| Miller Investment Management, LP | History | Reduced | 6,138 | 1,510 | 0.15% | 0.19% | 1193 | -1,760 | -22.28% | Q4 2025 | Feb 11, 2026 |
| Penobscot Investment Management Company, Inc. | History | Reduced | 6,133 | 1,509 | 0.11% | 0.11% | 1194 | -14 | -0.23% | Q4 2025 | Jan 27, 2026 |
| IF Advisors, LLC | History | New | 6,096 | 1,500 | 1.22% | — | 1195 | +6,096 | New | Q4 2025 | Feb 10, 2026 |
| ST GERMAIN D J CO INC | History | Reduced | 6,082 | 1,497 | 0.06% | 0.06% | 1196 | -13 | -0.21% | Q4 2025 | Jan 29, 2026 |
| Ancora Advisors LLC | History | Added to | 6,065 | 1,492 | 0.03% | 0.03% | 1197 | +83 | 1.39% | Q4 2025 | Feb 17, 2026 |
| Second Half Financial Partners, LLC | History | Reduced | 6,055 | 1,490 | 0.66% | 1.49% | 1198 | -7,945 | -56.75% | Q4 2025 | Jan 26, 2026 |
| Providence First Trust Co | History | New | 6,043 | 1,487 | 0.51% | — | 1199 | +6,043 | New | Q4 2025 | Feb 03, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | Added to | 6,020 | 1,481 | 0.09% | 0.05% | 1200 | +3,314 | 122.47% | Q4 2025 | Feb 09, 2026 |
| RFG Advisory, LLC | History | Added to | 6,015 | 1,480 | 0.03% | 0.03% | 1201 | +328 | 5.77% | Q4 2025 | Feb 03, 2026 |
| DigitalBridge Group, Inc. | History | Reduced | 6,000 | 1,476 | 0.11% | 0.19% | 1202 | -3,900 | -39.39% | Q4 2025 | Feb 12, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 5,997 | 1,476 | 0.03% | 0.03% | 1203 | +875 | 17.08% | Q4 2025 | Feb 03, 2026 |
| Retirement Planning Group, LLC | History | Reduced | 5,995 | 1,475 | 0.05% | 0.05% | 1204 | -91 | -1.5% | Q4 2025 | Feb 03, 2026 |
| IPG Investment Advisors LLC | History | Reduced | 5,984 | 1,473 | 0.26% | 0.26% | 1205 | -124 | -2.03% | Q4 2025 | Feb 09, 2026 |
| Ellenbecker Investment Group | History | Added to | 5,979 | 1,471 | 0.21% | 0.21% | 1206 | +32 | 0.54% | Q4 2025 | Jan 30, 2026 |
| Betterment LLC | History | Added to | 5,960 | 1,467 | 0.0% | 0.0% | 1207 | +256 | 4.49% | Q4 2025 | Feb 12, 2026 |
| Bernard Wealth Management Corp. | History | Reduced | 5,926 | 1,458 | 0.59% | 0.6% | 1208 | -3 | -0.05% | Q4 2025 | Jan 15, 2026 |
| Petix & Botte Co | History | Reduced | 5,920 | 1,457 | 0.33% | 0.33% | 1209 | -29 | -0.49% | Q4 2025 | Feb 05, 2026 |
| Inscription Capital, LLC | History | Added to | 5,908 | 1,454 | 0.15% | 0.06% | 1212 | +3,598 | 155.76% | Q4 2025 | Jan 29, 2026 |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | History | Reduced | 5,910 | 1,454 | 0.07% | 0.08% | 1210 | -964 | -14.02% | Q4 2025 | Jan 27, 2026 |
| Chevy Chase Trust Holdings, LLC | History | Reduced | 5,909 | 1,454 | 0.0% | 0.0% | 1211 | -74 | -1.24% | Q4 2025 | Feb 13, 2026 |
| BG Investment Services, LLC | History | Reduced | 5,888 | 1,449 | 1.29% | 1.47% | 1213 | -257 | -4.18% | Q4 2025 | Feb 05, 2026 |
| TMB Capital Partners, LLC | History | New | 5,881 | 1,447 | 0.49% | — | 1214 | +5,881 | New | Q4 2025 | Feb 19, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 5,870 | 1,444 | 0.0% | 0.0% | 1215 | +4,725 | 412.66% | Q4 2025 | Feb 13, 2026 |
| Cambridge Financial Group, LLC | History | Added to | 5,905 | 1,437 | 0.5% | 0.41% | 1216 | +679 | 12.99% | Q4 2025 | Jan 09, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Reduced | 5,826 | 1,434 | 0.14% | 0.14% | 1217 | -370 | -5.97% | Q4 2025 | Feb 23, 2026 |
| Community Bank, N.A. | History | Reduced | 5,806 | 1,429 | 0.17% | 0.18% | 1218 | -243 | -4.02% | Q4 2025 | Feb 04, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Reduced | 5,782 | 1,423 | 0.23% | 0.25% | 1219 | -18 | -0.31% | Q4 2025 | Feb 17, 2026 |
| Coordinated Financial Services, Inc. | History | Added to | 5,761 | 1,418 | 0.82% | 0.88% | 1222 | +94 | 1.66% | Q4 2025 | Feb 09, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | Reduced | 5,761 | 1,418 | 0.5% | 0.51% | 1220 | -39 | -0.67% | Q4 2025 | Feb 09, 2026 |
| Hickory Point Bank & Trust | History | Added to | 5,761 | 1,418 | 1.03% | 1.04% | 1221 | +25 | 0.44% | Q4 2025 | Jan 12, 2026 |
| Objective Capital Management, LLC | History | No change | 5,742 | 1,413 | 1.44% | 1.44% | 1223 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| GUYASUTA INVESTMENT ADVISORS INC | History | No change | 5,717 | 1,407 | 0.08% | 0.08% | 1224 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | Added to | 5,713 | 1,406 | 0.01% | 0.01% | 1225 | +169 | 3.05% | Q4 2025 | Feb 17, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 5,684 | 1,399 | 0.08% | 0.24% | 1227 | -11,138 | -66.21% | Q4 2025 | Jan 30, 2026 |
| Madison Asset Management, LLC | History | No change | 5,686 | 1,399 | 0.02% | 0.02% | 1226 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 5,639 | 1,398 | 0.05% | 0.03% | 1228 | +3,910 | 226.14% | Q4 2025 | Feb 13, 2026 |
| Polymer Capital Management (HK) LTD | History | Reduced | 5,677 | 1,397 | 0.2% | 0.23% | 1229 | -1,263 | -18.2% | Q4 2025 | Feb 13, 2026 |
| Gradient Capital Advisors, LLC | History | Reduced | 5,664 | 1,394 | 0.36% | 0.39% | 1230 | -350 | -5.82% | Q4 2025 | Feb 06, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 5,663 | 1,393 | 0.09% | 0.08% | 1231 | +694 | 13.97% | Q4 2025 | Feb 03, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 5,659 | 1,392 | 0.08% | 0.02% | 1232 | +3,941 | 229.39% | Q4 2025 | Jan 20, 2026 |
| Rise Advisors, LLC | History | Added to | 5,645 | 1,389 | 0.5% | 0.23% | 1233 | +2,976 | 111.5% | Q4 2025 | Feb 11, 2026 |
| CAPITAL ADVISORS INC/OK | History | Added to | 5,626 | 1,385 | 0.02% | 0.01% | 1234 | +4,065 | 260.41% | Q4 2025 | Jan 15, 2026 |
| Tortoise Investment Management, LLC | History | No change | 5,612 | 1,381 | 0.12% | 0.12% | 1235 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | History | Reduced | 5,592 | 1,376 | 0.06% | 0.06% | 1236 | -144 | -2.51% | Q4 2025 | Feb 13, 2026 |
| Collaborative Wealth Managment Inc. | History | Added to | 5,584 | 1,374 | 0.48% | 0.17% | 1237 | +3,813 | 215.3% | Q4 2025 | Feb 09, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 5,395 | 1,373 | 0.08% | 0.12% | 1238 | +310 | 6.1% | Q4 2025 | Jan 29, 2026 |
| Bare Financial Services, Inc | History | Reduced | 5,577 | 1,372 | 0.38% | 0.44% | 1239 | -528 | -8.65% | Q4 2025 | Feb 06, 2026 |
| 17 CAPITAL PARTNERS, LLC | History | Added to | 5,569 | 1,370 | 0.71% | 0.7% | 1240 | +275 | 5.19% | Q4 2025 | Feb 13, 2026 |
| Florida Trust Wealth Management Co | History | No change | 5,557 | 1,367 | 0.04% | 0.04% | 1241 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| CM WEALTH ADVISORS LLC | History | Reduced | 5,539 | 1,363 | 0.31% | 0.46% | 1242 | -1,647 | -22.92% | Q4 2025 | Jan 26, 2026 |
| BALDWIN WEALTH PARTNERS LLC/MA | History | No change | 5,517 | 1,358 | 0.09% | 0.09% | 1243 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 5,512 | 1,356 | 0.04% | 0.03% | 1244 | +436 | 8.59% | Q4 2025 | Jan 23, 2026 |
| SOA Wealth Advisors, LLC. | History | Added to | 83,782 | 1,353 | 0.23% | 0.2% | 1247 | +17,557 | 26.51% | Q4 2025 | Jan 20, 2026 |
| STATE STREET CORP | History | Reduced | 5,500 | 1,353 | 0.0% | 0.0% | 1245 | -6,300 | -53.39% | Q4 2025 | Feb 13, 2026 |
| Bramshill Investments, LLC | History | New | 5,500 | 1,353 | 0.08% | — | 1246 | +5,500 | New | Q4 2025 | Feb 17, 2026 |
| DSG Capital Advisors, LLC | History | New | 5,099 | 1,353 | 0.21% | — | 1248 | +5,099 | New | Q4 2025 | Jan 27, 2026 |
| Summit Financial Strategies, Inc. | History | Added to | 5,492 | 1,351 | 0.11% | 0.11% | 1249 | +51 | 0.94% | Q4 2025 | Jan 27, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Reduced | 5,456 | 1,343 | 0.11% | 0.1% | 1250 | -116 | -2.08% | Q4 2025 | Feb 17, 2026 |
| Huntleigh Advisors, Inc. | History | Added to | 5,452 | 1,342 | 0.23% | 0.22% | 1251 | +92 | 1.72% | Q4 2025 | Jan 29, 2026 |
| Nordwand Advisors, LLC | History | No change | 5,451 | 1,341 | 0.23% | 0.21% | 1252 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Regal Investment Advisors LLC | History | Added to | 5,444 | 1,340 | 0.08% | 0.08% | 1253 | +471 | 9.47% | Q4 2025 | Feb 17, 2026 |
| Advisors Capital Management, LLC | History | Added to | 5,426 | 1,335 | 0.02% | 0.01% | 1254 | +1,047 | 23.91% | Q4 2025 | Jan 29, 2026 |
| Stephenson & Company, Inc. | History | No change | 5,421 | 1,334 | 0.73% | 0.75% | 1255 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| TRUST CO OF VERMONT | History | Added to | 5,392 | 1,327 | 0.06% | 0.02% | 1256 | +3,580 | 197.57% | Q4 2025 | Jan 16, 2026 |
| Argentarii, LLC | History | New | 5,365 | 1,320 | 0.43% | — | 1258 | +5,365 | New | Q4 2025 | Jan 13, 2026 |
| ADVISORY RESEARCH INC | History | New | 5,364 | 1,320 | 0.17% | — | 1257 | +5,364 | New | Q4 2025 | Feb 13, 2026 |
| MACROVIEW INVESTMENT MANAGEMENT LLC | History | Reduced | 5,339 | 1,314 | 0.9% | 0.97% | 1259 | -26 | -0.48% | Q4 2025 | Feb 05, 2026 |
| Ballast Rock Private Wealth LLC | History | New | 5,336 | 1,313 | 0.82% | — | 1260 | +5,336 | New | Q4 2025 | Feb 04, 2026 |
| Permanent Capital Management, LP | History | Added to | 5,308 | 1,306 | 0.25% | 0.21% | 1261 | +564 | 11.89% | Q4 2025 | Jan 07, 2026 |
| Stillwater Capital Advisors, LLC | History | Added to | 5,303 | 1,305 | 0.14% | 0.11% | 1262 | +1,091 | 25.9% | Q4 2025 | Jan 14, 2026 |
| INTRUST BANK NA | History | Reduced | 5,286 | 1,301 | 0.11% | 0.11% | 1263 | -23 | -0.43% | Q4 2025 | Feb 06, 2026 |
| Lombard Odier Asset Management (USA) Corp | History | Reduced | 5,285 | 1,300 | 0.12% | 1.15% | 1264 | -65,682 | -92.55% | Q4 2025 | Feb 17, 2026 |
| MidWestOne Financial Group, Inc. | History | Reduced | 5,281 | 1,299 | 0.14% | 0.17% | 1265 | -473 | -8.22% | Q4 2025 | Feb 12, 2026 |
| Aurelius Family Office LLC | History | Reduced | 5,132 | 1,297 | 0.56% | 0.56% | 1266 | -57 | -1.1% | Q4 2025 | Jan 09, 2026 |
| MATRIX PRIVATE CAPITAL GROUP LLC | History | Added to | 5,261 | 1,295 | 0.66% | 0.66% | 1267 | +125 | 2.43% | Q4 2025 | Feb 17, 2026 |
| Cannell & Spears LLC | History | Reduced | 5,260 | 1,294 | 0.02% | 0.02% | 1268 | -55 | -1.03% | Q4 2025 | Feb 17, 2026 |
| EQ LLC | History | No change | 5,260 | 1,294 | 0.37% | 0.43% | 1269 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 5,255 | 1,293 | 0.01% | 0.01% | 1271 | +2,011 | 61.99% | Q4 2025 | Feb 02, 2026 |
| LORD, ABBETT & CO. LLC | History | No change | 320,000 | 1,293 | 0.0% | 0.0% | 1270 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Well Done, LLC | History | Added to | 5,247 | 1,291 | 0.19% | 0.2% | 1272 | +401 | 8.27% | Q4 2025 | Jan 13, 2026 |
| Old North State Trust, LLC | History | New | 5,240 | 1,290 | 0.76% | — | 1273 | +5,240 | New | Q4 2025 | Mar 24, 2026 |
| Weaver Consulting Group | History | Reduced | 5,223 | 1,285 | 0.31% | 0.6% | 1274 | -4,497 | -46.27% | Q4 2025 | Feb 10, 2026 |
| Neumann Capital Management, LLC | History | No change | 5,208 | 1,282 | 0.37% | 0.37% | 1275 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Compass Ion Advisors, LLC | History | Reduced | 5,204 | 1,281 | 0.12% | 0.12% | 1276 | -86 | -1.63% | Q4 2025 | Jan 29, 2026 |
| Stonebridge Capital Advisors LLC | History | Added to | 5,197 | 1,279 | 0.09% | 0.09% | 1277 | +80 | 1.56% | Q4 2025 | Feb 12, 2026 |
| Nicholas Investment Partners, LP | History | Reduced | 5,122 | 1,260 | 0.09% | 0.42% | 1278 | -17,762 | -77.62% | Q4 2025 | Feb 13, 2026 |
| Colorado Capital Management, Inc. | History | Reduced | 5,108 | 1,257 | 0.47% | 0.48% | 1279 | -61 | -1.18% | Q4 2025 | Jan 23, 2026 |
| MOODY LYNN & LIEBERSON, LLC | History | Added to | 5,103 | 1,256 | 0.07% | 0.07% | 1280 | +41 | 0.81% | Q4 2025 | Jan 15, 2026 |
| MWA Asset Management | History | Reduced | 5,101 | 1,255 | 0.7% | 0.71% | 1281 | -190 | -3.59% | Q4 2025 | Jan 29, 2026 |
| BRIAN LOW FINANCIAL GROUP, LLC | History | Added to | 5,096 | 1,254 | 0.89% | 0.87% | 1282 | +454 | 9.78% | Q4 2025 | Feb 13, 2026 |
| Ironwood Investment Counsel, LLC | History | Added to | 5,079 | 1,250 | 0.17% | 0.18% | 1283 | +1 | 0.02% | Q4 2025 | Feb 06, 2026 |
| LCNB CORP | History | No change | 5,064 | 1,246 | 0.42% | 0.43% | 1284 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| STEINBERGANNA WEALTH MANAGEMENT | History | Added to | 5,055 | 1,244 | 0.58% | 0.52% | 1285 | +490 | 10.73% | Q4 2025 | Jan 26, 2026 |
| HCR Wealth Advisors | History | Added to | 5,051 | 1,243 | 0.12% | 0.12% | 1286 | +340 | 7.22% | Q4 2025 | Jan 27, 2026 |
| Whitegate Investment Counselors, Inc. | History | No change | 5,038 | 1,240 | 0.39% | 0.4% | 1287 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Total Clarity Wealth Management, Inc. | History | Added to | 5,036 | 1,239 | 0.3% | 0.31% | 1288 | +244 | 5.09% | Q4 2025 | Feb 02, 2026 |
| TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA | History | Reduced | 5,024 | 1,236 | 1.45% | 1.46% | 1289 | -30 | -0.59% | Q4 2025 | Feb 11, 2026 |
| Alamea Verwaltungs GmbH | History | No change | 5,025 | 1,236 | 0.83% | 0.83% | 1290 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SHAPIRO CAPITAL MANAGEMENT LLC | History | Reduced | 5,000 | 1,230 | 0.06% | 0.52% | 1291 | -45,025 | -90.0% | Q4 2025 | Feb 17, 2026 |
| Rangeley Capital, LLC | History | Reduced | 5,000 | 1,230 | 1.02% | 4.19% | 1292 | -15,000 | -75.0% | Q4 2025 | Feb 17, 2026 |
| Wilmar Advisors LLC | History | Reduced | 5,000 | 1,230 | 0.96% | 1.59% | 1295 | -3,000 | -37.5% | Q4 2025 | Feb 13, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Added to | 4,997 | 1,230 | 0.09% | 0.09% | 1293 | +2 | 0.04% | Q4 2025 | Feb 04, 2026 |
| Galilei Investment Office LLP | History | No change | 5,000 | 1,230 | 0.58% | 0.58% | 1294 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Obermeyer Wealth Partners | History | Added to | 4,992 | 1,228 | 0.06% | 0.06% | 1296 | +1 | 0.02% | Q4 2025 | Jan 29, 2026 |
| MATAURO, LLC | History | Reduced | 4,980 | 1,225 | 0.18% | 0.2% | 1297 | -119 | -2.33% | Q4 2025 | Jan 16, 2026 |
| Evanson Asset Management, LLC | History | Added to | 4,973 | 1,224 | 0.07% | 0.07% | 1298 | +37 | 0.75% | Q4 2025 | Jan 12, 2026 |
| PHILADELPHIA TRUST CO | History | Reduced | 4,968 | 1,223 | 0.08% | 0.09% | 1299 | -500 | -9.14% | Q4 2025 | Feb 12, 2026 |
| Savior LLC | History | Added to | 4,966 | 1,222 | 4.41% | 4.73% | 1300 | +573 | 13.04% | Q4 2025 | Jan 15, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | Reduced | 4,963 | 1,221 | 0.08% | 0.08% | 1301 | -17 | -0.34% | Q4 2025 | Jan 20, 2026 |
| FIRST BUSINESS FINANCIAL SERVICES, INC. | History | Reduced | 4,950 | 1,218 | 0.11% | 0.11% | 1302 | -70 | -1.39% | Q4 2025 | Feb 06, 2026 |
| Ball & Co Wealth Management Inc. | History | Reduced | 4,940 | 1,217 | 0.78% | 1.4% | 1303 | -3,737 | -43.07% | Q4 2025 | Jan 23, 2026 |
| CAMELOT TECHNOLOGY ADVISORS, INC. | History | Added to | 4,941 | 1,216 | 0.9% | 0.95% | 1304 | +16 | 0.32% | Q4 2025 | Jan 14, 2026 |
| Fragasso Financial Advisors Inc | History | Reduced | 4,914 | 1,209 | 0.07% | 0.08% | 1305 | -33 | -0.67% | Q4 2025 | Jan 07, 2026 |
| Pitti Group Wealth Management, LLC | History | Added to | 4,905 | 1,207 | 0.99% | 1.0% | 1306 | +28 | 0.57% | Q4 2025 | Feb 13, 2026 |
| CHARTIST INC /CA/ | History | Added to | 4,890 | 1,203 | 0.82% | 0.77% | 1307 | +200 | 4.26% | Q4 2025 | Feb 10, 2026 |
| Intrua Financial, LLC | History | Added to | 4,876 | 1,200 | 0.13% | 0.13% | 1308 | +19 | 0.39% | Q4 2025 | Feb 05, 2026 |
| Plancorp, LLC | History | Reduced | 4,848 | 1,193 | 0.04% | 0.04% | 1309 | -52 | -1.06% | Q4 2025 | Feb 05, 2026 |
| Meridian Wealth Advisors, LLC | History | Reduced | 4,847 | 1,193 | 0.17% | 0.17% | 1310 | -2 | -0.04% | Q4 2025 | Feb 17, 2026 |
| Strategic Blueprint, LLC | History | Added to | 4,833 | 1,189 | 0.07% | 0.05% | 1311 | +475 | 10.9% | Q4 2025 | Jan 30, 2026 |
| MIDDLETON & CO INC/MA | History | No change | 4,830 | 1,188 | 0.13% | 0.13% | 1312 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| PARTHENON LLC | History | Added to | 4,797 | 1,180 | 0.13% | 0.13% | 1313 | +50 | 1.05% | Q4 2025 | Jan 23, 2026 |
| Realta Investment Advisors | History | Reduced | 4,796 | 1,180 | 0.39% | 0.39% | 1314 | -2 | -0.04% | Q4 2025 | Jan 20, 2026 |
| Advance Capital Management, Inc. | History | Added to | 4,775 | 1,175 | 0.05% | 0.05% | 1315 | +374 | 8.5% | Q4 2025 | Jan 06, 2026 |
| Azimuth Capital Investment Management LLC | History | Reduced | 4,777 | 1,175 | 0.04% | 0.04% | 1316 | -285 | -5.63% | Q4 2025 | Feb 12, 2026 |
| DECISION INVESTMENTS, INC | History | New | 4,771 | 1,174 | 1.28% | — | 1317 | +4,771 | New | Q4 2025 | Feb 17, 2026 |
| Richard W. Paul & Associates, LLC | History | Reduced | 4,748 | 1,168 | 0.39% | 0.45% | 1318 | -666 | -12.3% | Q4 2025 | Feb 12, 2026 |
| Aegis Wealth Management, Inc. | History | New | 4,735 | 1,165 | 0.91% | — | 1319 | +4,735 | New | Q4 2025 | Feb 05, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Added to | 4,723 | 1,162 | 0.06% | 0.03% | 1320 | +2,901 | 159.22% | Q4 2025 | Jan 13, 2026 |
| EXCALIBUR MANAGEMENT CORP | History | Reduced | 4,717 | 1,161 | 0.42% | 0.45% | 1321 | -371 | -7.29% | Q4 2025 | Feb 10, 2026 |
| McClarren Financial Advisors, Inc. | History | Reduced | 3,650 | 1,160 | 0.69% | 0.71% | 1322 | -1,458 | -28.54% | Q4 2025 | Jan 13, 2026 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | History | Added to | 4,710 | 1,159 | 0.39% | 0.39% | 1323 | +72 | 1.55% | Q4 2025 | Jan 22, 2026 |
| SJBENEN ADVISORY, LLC | History | New | 4,700 | 1,156 | 1.08% | — | 1324 | +4,700 | New | Q4 2025 | Jan 14, 2026 |
| AtlasMark Financial, Inc | History | No change | 4,700 | 1,156 | 0.75% | 0.76% | 1325 | 0 | 0.0% | Q4 2025 | Apr 22, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 4,696 | 1,155 | 0.28% | 0.21% | 1327 | +1,405 | 42.69% | Q4 2025 | Jan 12, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 4,423 | 1,155 | 0.05% | 0.04% | 1326 | +1,287 | 41.04% | Q4 2025 | Feb 03, 2026 |
| Parker Financial LLC | History | Reduced | 4,682 | 1,152 | 0.47% | 0.47% | 1328 | -74 | -1.56% | Q4 2025 | Feb 03, 2026 |
| CAPE ANN SAVINGS BANK | History | Reduced | 4,667 | 1,148 | 0.59% | 0.61% | 1329 | -65 | -1.37% | Q4 2025 | Jan 28, 2026 |
| PACIFIC FINANCIAL GROUP INC | History | Added to | 4,622 | 1,137 | 0.63% | 0.31% | 1330 | +2,908 | 169.66% | Q4 2025 | Feb 17, 2026 |
| Prairie Wealth Advisors, Inc. | History | Closed out | 0 | 1,135 | 0.48% | 0.45% | 1331 | -4,568 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Wellspring Financial Advisors, LLC | History | Added to | 4,595 | 1,131 | 0.09% | 0.1% | 1332 | +147 | 3.3% | Q4 2025 | Feb 11, 2026 |
| St. Clair Advisors, LLC | History | Added to | 4,592 | 1,130 | 0.29% | 0.11% | 1333 | +2,874 | 167.29% | Q4 2025 | Jan 20, 2026 |
| Motiv8 Investments LLC | History | Added to | 4,587 | 1,129 | 0.62% | 0.59% | 1334 | +37 | 0.81% | Q4 2025 | Feb 13, 2026 |
| Blue Sky Capital Consultants Group, Inc. | History | Added to | 4,571 | 1,125 | 0.49% | 0.45% | 1335 | +286 | 6.67% | Q4 2025 | Jan 23, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 4,552 | 1,120 | 0.07% | 0.06% | 1336 | +324 | 7.66% | Q4 2025 | Feb 10, 2026 |
| PUREfi Wealth, LLC | History | No change | 4,551 | 1,120 | 0.86% | 0.85% | 1337 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| STAR Financial Bank | History | Reduced | 4,541 | 1,117 | 0.57% | 0.66% | 1338 | -40 | -0.87% | Q4 2025 | Feb 13, 2026 |
| Core Wealth Advisors, Inc. | History | Reduced | 4,536 | 1,116 | 0.29% | 0.29% | 1339 | -13 | -0.29% | Q4 2025 | Feb 17, 2026 |
| CVFG LLC | History | Added to | 4,523 | 1,113 | 0.76% | 0.71% | 1340 | +483 | 11.96% | Q4 2025 | Feb 06, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | New | 4,515 | 1,111 | 0.23% | — | 1341 | +4,515 | New | Q4 2025 | Feb 13, 2026 |
| Fiduciary Alliance LLC | History | Added to | 4,514 | 1,111 | 0.07% | 0.06% | 1342 | +648 | 16.76% | Q4 2025 | Jan 22, 2026 |
| Bragg Financial Advisors, Inc | History | Reduced | 4,508 | 1,109 | 0.04% | 0.04% | 1343 | -80 | -1.74% | Q4 2025 | Feb 13, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | Reduced | 4,500 | 1,107 | 0.13% | 0.13% | 1344 | -80 | -1.75% | Q4 2025 | Jan 14, 2026 |
| Caldwell Trust Co | History | No change | 4,500 | 1,107 | 0.1% | 0.1% | 1345 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| L & S Advisors Inc | History | Added to | 4,493 | 1,106 | 0.1% | 0.1% | 1346 | +63 | 1.42% | Q4 2025 | Feb 05, 2026 |
| MainStreet Investment Advisors LLC | History | Reduced | 4,458 | 1,097 | 0.16% | 0.15% | 1347 | -65 | -1.44% | Q4 2025 | Feb 10, 2026 |
| ASSETMARK, INC | History | Added to | 4,456 | 1,096 | 0.0% | 0.0% | 1348 | +271 | 6.48% | Q4 2025 | Jan 23, 2026 |
| Next Capital Management LLC | History | Added to | 4,441 | 1,093 | 0.35% | 0.36% | 1349 | +1 | 0.02% | Q4 2025 | Feb 11, 2026 |
| Global Financial Private Client, LLC | History | No change | 4,444 | 1,093 | 0.38% | 0.38% | 1350 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 4,438 | 1,092 | 0.05% | 0.05% | 1351 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| D L CARLSON INVESTMENT GROUP INC | History | Reduced | 4,425 | 1,089 | 0.18% | 0.19% | 1352 | -289 | -6.13% | Q4 2025 | Feb 17, 2026 |
| BRADY FAMILY WEALTH, LLC | History | Reduced | 4,424 | 1,089 | 0.34% | 0.33% | 1353 | -19 | -0.43% | Q4 2025 | Jan 07, 2026 |
| Heritage Wealth Advisors | History | Added to | 4,405 | 1,084 | 0.04% | 0.05% | 1355 | +37 | 0.85% | Q4 2025 | Feb 13, 2026 |
| WHITE PINE CAPITAL LLC | History | Added to | 4,406 | 1,084 | 0.3% | 0.3% | 1354 | +14 | 0.32% | Q4 2025 | Feb 09, 2026 |
| DLD Asset Management, LP | History | Reduced | 4,400 | 1,083 | 0.08% | 0.14% | 1356 | -3,600 | -45.0% | Q4 2025 | Feb 13, 2026 |
| Cherry Tree Wealth Management, LLC | History | Added to | 4,397 | 1,082 | 0.23% | 0.12% | 1358 | +2,121 | 93.19% | Q4 2025 | Feb 10, 2026 |
| FIRST FINANCIAL CORP /IN/ | History | No change | 4,397 | 1,082 | 0.41% | 0.42% | 1357 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Inspire Advisors, LLC | History | Added to | 4,370 | 1,075 | 0.1% | 0.09% | 1359 | +455 | 11.62% | Q4 2025 | Feb 13, 2026 |
| Verum Partners LLC | History | Added to | 4,351 | 1,071 | 0.22% | 0.22% | 1360 | +30 | 0.69% | Q4 2025 | Jan 14, 2026 |
| Morton Brown Family Wealth, LLC | History | No change | 4,346 | 1,069 | 0.29% | 0.3% | 1361 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| CacheTech Inc. | History | No change | 4,324 | 1,064 | 0.2% | 0.21% | 1362 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Sightline Wealth Advisors, LLC | History | Added to | 4,314 | 1,061 | 0.45% | 0.46% | 1363 | +117 | 2.79% | Q4 2025 | Jan 26, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | No change | 4,309 | 1,060 | 0.24% | 0.25% | 1364 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| Pachira Investments Inc. | History | Added to | 4,292 | 1,056 | 0.51% | 0.58% | 1365 | +10 | 0.23% | Q4 2025 | Feb 02, 2026 |
| Key FInancial Inc | History | Added to | 4,289 | 1,055 | 0.19% | 0.19% | 1367 | +11 | 0.26% | Q4 2025 | Feb 09, 2026 |
| Live Oak Private Wealth LLC | History | No change | 4,289 | 1,055 | 0.14% | 0.14% | 1366 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| AFT, FORSYTH & COMPANY, INC. | History | No change | 4,284 | 1,054 | 0.45% | 0.5% | 1368 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Wealthfront Advisers LLC | History | Reduced | 4,278 | 1,053 | 0.0% | 0.0% | 1369 | -231 | -5.12% | Q4 2025 | Jan 30, 2026 |
| Pullen Investment Management, LLC | History | New | 4,277 | 1,052 | 0.55% | — | 1370 | +4,277 | New | Q4 2025 | Jan 20, 2026 |
| Davis Investment Partners, LLC | History | Added to | 4,224 | 1,049 | 0.37% | 0.34% | 1371 | +80 | 1.93% | Q4 2025 | Jan 06, 2026 |
| Charter Oak Capital Management, LLC | History | Reduced | 4,259 | 1,048 | 0.08% | 0.09% | 1372 | -332 | -7.23% | Q4 2025 | Jan 23, 2026 |
| Atlas Brown,Inc. | History | Reduced | 4,245 | 1,044 | 0.31% | 0.31% | 1373 | -75 | -1.74% | Q4 2025 | Jan 09, 2026 |
| Atlanta Consulting Group Advisors, LLC | History | New | 4,222 | 1,039 | 0.24% | — | 1375 | +4,222 | New | Q4 2025 | Feb 11, 2026 |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | History | Reduced | 4,224 | 1,039 | 0.08% | 0.09% | 1374 | -1,471 | -25.83% | Q4 2025 | Jan 23, 2026 |
| Mattern Wealth Management LLC | History | Reduced | 4,220 | 1,038 | 0.2% | 0.21% | 1376 | -32 | -0.75% | Q4 2025 | Jan 16, 2026 |
| Petros Family Wealth, LLC | History | Reduced | 4,214 | 1,037 | 0.69% | 1.57% | 1378 | -3,564 | -45.82% | Q4 2025 | Jan 14, 2026 |
| Chicago Capital, LLC | History | Reduced | 4,214 | 1,037 | 0.03% | 0.04% | 1377 | -2,472 | -36.97% | Q4 2025 | Jan 26, 2026 |
| Bank of Jackson Hole Trust | History | No change | 4,207 | 1,035 | 0.49% | 0.51% | 1379 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Lutz Financial Services LLC | History | Added to | 4,200 | 1,033 | 0.07% | 0.06% | 1381 | +553 | 15.16% | Q4 2025 | Feb 06, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | Reduced | 4,197 | 1,033 | 0.1% | 0.11% | 1380 | -466 | -9.99% | Q4 2025 | Jan 20, 2026 |
| Heartwood Wealth Advisors LLC | History | Reduced | 4,197 | 1,033 | 0.1% | 0.1% | 1382 | -39 | -0.92% | Q4 2025 | Jan 12, 2026 |
| Calamos Wealth Management LLC | History | Reduced | 4,195 | 1,032 | 0.04% | 0.05% | 1383 | -1,183 | -22.0% | Q4 2025 | Jan 29, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Added to | 4,178 | 1,028 | 0.13% | 0.09% | 1385 | +1,545 | 58.68% | Q4 2025 | Jan 15, 2026 |
| Fort Sheridan Advisors LLC | History | Added to | 4,177 | 1,028 | 0.13% | 0.13% | 1384 | +95 | 2.33% | Q4 2025 | Feb 10, 2026 |
| General Partner, Inc. | History | No change | 4,176 | 1,027 | 0.58% | 0.56% | 1386 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| Sherman Asset Management, Inc. | History | New | 4,170 | 1,026 | 0.87% | — | 1387 | +4,170 | New | Q4 2025 | Feb 05, 2026 |
| Financial Perspectives, Inc | History | Added to | 4,162 | 1,024 | 0.28% | 0.28% | 1388 | +37 | 0.9% | Q4 2025 | Jan 28, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 4,156 | 1,023 | 0.04% | 0.04% | 1389 | -505 | -10.83% | Q4 2025 | Feb 06, 2026 |
| Roehl & Yi Investment Advisors, LLC | History | New | 27,436 | 1,019 | 0.4% | — | 1391 | +27,436 | New | Q4 2025 | Feb 17, 2026 |
| Sovereign Financial Group, Inc. | History | Reduced | 4,143 | 1,019 | 0.18% | 0.22% | 1390 | -666 | -13.85% | Q4 2025 | Jan 07, 2026 |
| Tandem Financial, LLC | History | Reduced | 4,608 | 1,018 | 1.22% | 1.27% | 1392 | -9,534 | -67.42% | Q4 2025 | Feb 10, 2026 |
| Tranquility Partners, LLC | History | Added to | 4,134 | 1,017 | 0.37% | 0.34% | 1393 | +3 | 0.07% | Q4 2025 | Feb 03, 2026 |
| Elgethun Capital Management | History | No change | 4,129 | 1,016 | 0.18% | 0.18% | 1394 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Bond & Devick Financial Network, Inc. | History | Reduced | 4,127 | 1,015 | 0.29% | 0.31% | 1395 | -110 | -2.6% | Q4 2025 | Jan 14, 2026 |
| Pinnacle Bancorp, Inc. | History | Reduced | 4,121 | 1,014 | 0.3% | 0.38% | 1396 | -1,156 | -21.91% | Q4 2025 | Jan 22, 2026 |
| Engineers Gate Manager LP | History | Added to | 4,117 | 1,013 | 0.01% | 0.0% | 1397 | +2,938 | 249.19% | Q4 2025 | Feb 17, 2026 |
| Vivaldi Capital Management LP | History | Added to | 4,112 | 1,012 | 0.14% | 0.14% | 1398 | +1 | 0.02% | Q4 2025 | Feb 13, 2026 |
| IFC Advisors LLC | History | Added to | 4,109 | 1,011 | 0.15% | 0.11% | 1400 | +1,650 | 67.1% | Q4 2025 | Feb 12, 2026 |
| JSF Financial, LLC | History | Reduced | 4,111 | 1,011 | 0.21% | 0.23% | 1399 | -153 | -3.59% | Q4 2025 | Feb 04, 2026 |
| Insight Advisors, LLC/ PA | History | Added to | 4,066 | 1,000 | 0.15% | 0.13% | 1401 | +680 | 20.08% | Q4 2025 | Feb 11, 2026 |
| RF&L WEALTH MANAGEMENT, LLC | History | Reduced | 4,059 | 999 | 0.56% | 0.59% | 1402 | -87 | -2.1% | Q4 2025 | Jan 09, 2026 |
| TOTAL INVESTMENT MANAGEMENT INC | History | Added to | 4,057 | 998 | 0.13% | 0.13% | 1403 | +5 | 0.12% | Q4 2025 | Feb 03, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 4,058 | 998 | 0.19% | 0.19% | 1404 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Cedar Wealth Management, LLC | History | No change | 4,047 | 996 | 0.3% | 0.3% | 1405 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Fermata Advisors, LLC | History | Reduced | 4,046 | 995 | 0.24% | 0.26% | 1406 | -162 | -3.85% | Q4 2025 | Jan 08, 2026 |
| Orin Green Financial, LLC | History | Added to | 4,030 | 992 | 0.4% | 0.38% | 1407 | +75 | 1.9% | Q4 2025 | Feb 06, 2026 |
| COMPASS CAPITAL CORP /MA/ /ADV | History | Added to | 3,713 | 988 | 0.38% | 0.34% | 1408 | +549 | 17.35% | Q4 2025 | Feb 12, 2026 |
| RPg Family Wealth Advisory, LLC | History | Added to | 4,014 | 988 | 0.22% | 0.21% | 1409 | +139 | 3.59% | Q4 2025 | Feb 13, 2026 |
| MONOGRAPH WEALTH ADVISORS, LLC | History | Reduced | 4,015 | 988 | 0.1% | 0.1% | 1410 | -86 | -2.1% | Q4 2025 | Feb 13, 2026 |
| HFG Advisors, Inc. | History | Reduced | 4,009 | 986 | 0.71% | 0.74% | 1412 | -121 | -2.93% | Q4 2025 | Feb 13, 2026 |
| Broadview Financial Management, LLC | History | Added to | 4,007 | 986 | 0.66% | 0.65% | 1411 | +14 | 0.35% | Q4 2025 | Feb 13, 2026 |
| Yost Capital Management, LP | History | Reduced | 4,000 | 984 | 1.43% | 7.44% | 1414 | -21,310 | -84.2% | Q4 2025 | Feb 13, 2026 |
| LOWERY THOMAS, LLC | History | Reduced | 3,997 | 984 | 0.56% | 0.7% | 1415 | -988 | -19.82% | Q4 2025 | Jan 26, 2026 |
| MONTGOMERY INVESTMENT MANAGEMENT INC | History | No change | 4,000 | 984 | 0.35% | 0.34% | 1413 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Plante Moran Financial Advisors, LLC | History | Added to | 3,995 | 983 | 0.06% | 0.04% | 1416 | +1,479 | 58.78% | Q4 2025 | Feb 05, 2026 |
| Flagship Private Wealth, LLC | History | Reduced | 3,983 | 980 | 0.39% | 0.4% | 1417 | -80 | -1.97% | Q4 2025 | Feb 04, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 3,976 | 978 | 0.03% | 0.03% | 1418 | -305 | -7.12% | Q4 2025 | Feb 03, 2026 |
| Guardian Financial Partners, LLC | History | Added to | 3,970 | 977 | 0.41% | 0.34% | 1420 | +652 | 19.65% | Q4 2025 | Jan 14, 2026 |
| Parsonex Advisory Services, Inc. | History | Added to | 3,969 | 977 | 0.62% | 0.64% | 1421 | +76 | 1.95% | Q4 2025 | Feb 12, 2026 |
| FDx Advisors, Inc. | History | Reduced | 3,967 | 977 | 0.5% | 0.29% | 1419 | -10 | -0.25% | Q4 2025 | Feb 10, 2026 |
| Integrated Investment Consultants, LLC | History | Reduced | 3,955 | 973 | 0.19% | 0.18% | 1422 | -493 | -11.08% | Q4 2025 | Mar 03, 2026 |
| POWER WEALTH MANAGEMENT LLC | History | Reduced | 3,947 | 971 | 0.34% | 0.38% | 1423 | -327 | -7.65% | Q4 2025 | Feb 17, 2026 |
| ARCADIA INVESTMENT MANAGEMENT CORP/MI | History | Reduced | 3,941 | 970 | 0.16% | 0.2% | 1424 | -1,500 | -27.57% | Q4 2025 | Feb 10, 2026 |
| BridgePort Financial Solutions, LLC | History | Reduced | 3,943 | 970 | 0.26% | 0.27% | 1425 | -138 | -3.38% | Q4 2025 | Jan 16, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 3,934 | 968 | 0.01% | 0.02% | 1426 | -5,048 | -56.2% | Q4 2025 | Jan 20, 2026 |
| PGIM Custom Harvest LLC | History | Added to | 3,932 | 968 | 0.01% | 0.01% | 1427 | +24 | 0.61% | Q4 2025 | Feb 17, 2026 |
| VISTA CAPITAL PARTNERS, INC. | History | Added to | 3,930 | 967 | 0.1% | 0.09% | 1428 | +153 | 4.05% | Q4 2025 | Feb 02, 2026 |
| Tyche Wealth Partners LLC | History | Reduced | 3,912 | 962 | 0.15% | 0.2% | 1429 | -733 | -15.78% | Q4 2025 | Jan 23, 2026 |
| MidAtlantic Capital Management, Inc. | History | No change | 3,900 | 960 | 0.61% | 0.64% | 1430 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| First County Bank /CT/ | History | Added to | 3,898 | 959 | 0.5% | 0.45% | 1431 | +220 | 5.98% | Q4 2025 | Jan 14, 2026 |
| Sage Mountain Advisors LLC | History | Reduced | 3,893 | 958 | 0.05% | 0.05% | 1432 | -46 | -1.17% | Q4 2025 | Jan 23, 2026 |
| Trilogy Capital Inc. | History | Reduced | 3,890 | 957 | 0.04% | 0.05% | 1433 | -495 | -11.29% | Q4 2025 | Jan 22, 2026 |
| STAGE HARBOR FINANCIAL, LLC | History | Added to | 3,889 | 957 | 0.65% | 0.69% | 1434 | +11 | 0.28% | Q4 2025 | Feb 17, 2026 |
| Presidio Capital Management, LLC | History | Added to | 3,885 | 956 | 0.29% | 0.28% | 1435 | +593 | 18.01% | Q4 2025 | Jan 15, 2026 |
| Narus Financial Partners, LLC | History | No change | 3,878 | 954 | 0.26% | 0.26% | 1436 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Edge Financial Advisors LLC | History | Reduced | 3,875 | 953 | 0.4% | 0.43% | 1437 | -125 | -3.13% | Q4 2025 | Jan 28, 2026 |
| Palisades Hudson Asset Management, L.P. | History | Added to | 3,862 | 951 | 0.37% | 0.34% | 1438 | +1 | 0.03% | Q4 2025 | Jan 30, 2026 |
| Risk Paradigm Group, LLC | History | New | 3,857 | 949 | 0.91% | — | 1439 | +3,857 | New | Q4 2025 | Feb 17, 2026 |
| McAdam, LLC | History | Added to | 3,847 | 946 | 0.04% | 0.04% | 1441 | +502 | 15.01% | Q4 2025 | Feb 13, 2026 |
| Colonial Trust Advisors | History | Added to | 3,846 | 946 | 0.07% | 0.07% | 1440 | +339 | 9.67% | Q4 2025 | Feb 12, 2026 |
| Intellectus Partners, LLC | History | Reduced | 3,838 | 944 | 0.18% | 0.19% | 1442 | -215 | -5.3% | Q4 2025 | Feb 10, 2026 |
| GAMMA Investing LLC | History | Reduced | 3,824 | 941 | 0.05% | 0.05% | 1443 | -26 | -0.68% | Q4 2025 | Jan 05, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | Added to | 4,016 | 939 | 0.15% | 0.16% | 1444 | +67 | 1.7% | Q4 2025 | Jan 14, 2026 |
| Onyx Bridge Wealth Group LLC | History | Reduced | 3,808 | 937 | 0.1% | 0.11% | 1445 | -321 | -7.77% | Q4 2025 | Feb 18, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 3,795 | 934 | 0.23% | 0.24% | 1446 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | History | Added to | 3,780 | 930 | 0.33% | 0.32% | 1447 | +4 | 0.11% | Q4 2025 | Jan 21, 2026 |
| LIBRA WEALTH LLC | History | No change | 3,775 | 929 | 0.26% | 0.27% | 1448 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| NEW ENGLAND ASSET MANAGEMENT INC | History | No change | 3,770 | 928 | 0.12% | 0.12% | 1449 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Allegheny Financial Group | History | Added to | 3,760 | 925 | 0.14% | 0.16% | 1450 | +319 | 9.27% | Q4 2025 | Feb 02, 2026 |
| Churchill Financial Advisors, LLC | History | New | 3,739 | 920 | 0.28% | — | 1451 | +3,739 | New | Q4 2025 | Feb 09, 2026 |
| Elite Financial, Inc. | History | Added to | 3,707 | 912 | 0.41% | 0.36% | 1453 | +494 | 15.38% | Q4 2025 | Feb 12, 2026 |
| Garde Capital, Inc. | History | Reduced | 3,707 | 912 | 0.05% | 0.04% | 1452 | -10 | -0.27% | Q4 2025 | Feb 10, 2026 |
| Dana Investment Advisors, Inc. | History | Added to | 3,701 | 911 | 0.03% | 0.02% | 1454 | +1,138 | 44.4% | Q4 2025 | Feb 05, 2026 |
| BUFFALO BUSINESS & ESTATE SERVICES LTD | History | New | 3,678 | 905 | 0.13% | — | 1455 | +3,678 | New | Q4 2025 | Jan 21, 2026 |
| Wealth Dimensions Group, Ltd. | History | Reduced | 3,676 | 904 | 0.18% | 0.19% | 1457 | -209 | -5.38% | Q4 2025 | Feb 13, 2026 |
| Evensky & Katz LLC | History | Added to | 3,673 | 904 | 0.05% | 0.05% | 1456 | +8 | 0.22% | Q4 2025 | Feb 05, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | New | 3,657 | 900 | 0.05% | — | 1459 | +3,657 | New | Q4 2025 | Feb 17, 2026 |
| Meramec Financial Planners, LLC | History | New | 3,398 | 900 | 0.35% | — | 1458 | +3,398 | New | Q4 2025 | Feb 10, 2026 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | History | Added to | 3,398 | 899 | 0.01% | 0.01% | 1460 | +58 | 1.74% | Q4 2025 | Jan 28, 2026 |
| Uptown Financial Advisors LLC | History | No change | 3,649 | 898 | 0.64% | 0.73% | 1461 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Schneider Downs Wealth Management Advisors, LP | History | Added to | 3,642 | 896 | 0.1% | 0.09% | 1462 | +549 | 17.75% | Q4 2025 | Feb 12, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 3,632 | 894 | 0.02% | 0.02% | 1463 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Investment Partners Asset Management, Inc. | History | Reduced | 3,625 | 892 | 0.56% | 0.59% | 1464 | -60 | -1.63% | Q4 2025 | Jan 15, 2026 |
| COOPER/HAIMS ADVISORS, LLC | History | Added to | 3,623 | 891 | 0.4% | 0.41% | 1465 | +1 | 0.03% | Q4 2025 | Feb 11, 2026 |
| NorthCrest Asset Manangement, LLC | History | Added to | 3,523 | 890 | 0.02% | 0.02% | 1466 | +3 | 0.09% | Q4 2025 | Jan 08, 2026 |
| American Financial Advisors, LLC | History | Reduced | 3,602 | 886 | 0.11% | 0.12% | 1468 | -180 | -4.76% | Q4 2025 | Feb 03, 2026 |
| Smith Salley Wealth Management | History | Reduced | 3,600 | 886 | 0.04% | 0.05% | 1467 | -158 | -4.2% | Q4 2025 | Jan 27, 2026 |
| WORLD EQUITY GROUP, INC. | History | Reduced | 3,591 | 883 | 0.25% | 0.23% | 1469 | -619 | -14.7% | Q4 2025 | Jan 12, 2026 |
| Navalign, LLC | History | Reduced | 3,585 | 882 | 0.22% | 0.24% | 1470 | -123 | -3.32% | Q4 2025 | Feb 05, 2026 |
| ALERUS FINANCIAL NA | History | Reduced | 3,583 | 881 | 0.04% | 0.05% | 1471 | -83 | -2.26% | Q4 2025 | Feb 13, 2026 |
| First American Bank | History | Added to | 3,571 | 879 | 0.05% | 0.04% | 1472 | +723 | 25.39% | Q4 2025 | Jan 20, 2026 |
| Sprinkle Financial Consultants LLC | History | Added to | 3,575 | 879 | 0.45% | 0.48% | 1473 | +12 | 0.34% | Q4 2025 | Jan 08, 2026 |
| Lakeshore Capital Group, Inc. | History | Reduced | 3,569 | 878 | 0.7% | 0.7% | 1475 | -11 | -0.31% | Q4 2025 | Jan 21, 2026 |
| ANDREWS, LUCIA WEALTH MANAGEMENT LLC | History | No change | 3,570 | 878 | 0.52% | 0.52% | 1474 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | Added to | 3,548 | 873 | 0.33% | 0.29% | 1476 | +752 | 26.9% | Q4 2025 | Jan 27, 2026 |
| First Bank & Trust | History | Reduced | 3,550 | 873 | 0.14% | 0.15% | 1477 | -124 | -3.38% | Q4 2025 | Jan 12, 2026 |
| Bill Few Associates, Inc. | History | No change | 3,549 | 873 | 0.21% | 0.22% | 1478 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 3,543 | 872 | 0.05% | 0.03% | 1479 | +1,686 | 90.79% | Q4 2025 | Feb 10, 2026 |
| Autumn Glory Partners, LLC | History | No change | 3,545 | 872 | 0.31% | 0.35% | 1480 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 3,542 | 871 | 0.02% | — | 1481 | +3,542 | New | Q4 2025 | Feb 13, 2026 |
| INVESTMENT PARTNERS, LTD. | History | Added to | 3,533 | 869 | 0.3% | 0.3% | 1482 | +1 | 0.03% | Q4 2025 | Feb 10, 2026 |
| Mechanics Bank Trust Department | History | Reduced | 3,529 | 868 | 0.11% | 0.12% | 1483 | -11 | -0.31% | Q4 2025 | Jan 14, 2026 |
| Breakwater Capital Group | History | Reduced | 3,523 | 867 | 0.12% | 0.13% | 1484 | -179 | -4.84% | Q4 2025 | Jan 09, 2026 |
| PRIVATE MANAGEMENT GROUP INC | History | No change | 3,519 | 866 | 0.03% | 0.03% | 1485 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Bayesian Capital Management, LP | History | New | 3,500 | 861 | 1.97% | — | 1486 | +3,500 | New | Q4 2025 | Feb 17, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 3,482 | 857 | 0.01% | 0.01% | 1487 | +457 | 15.11% | Q4 2025 | Jan 13, 2026 |
| Thrive Wealth Management, LLC | History | Reduced | 3,475 | 855 | 0.13% | 0.14% | 1489 | -269 | -7.18% | Q4 2025 | Jan 12, 2026 |
| Francis Financial, Inc. | History | Added to | 3,474 | 855 | 0.17% | 0.15% | 1488 | +5 | 0.14% | Q4 2025 | Feb 11, 2026 |
| Missouri Trust & Investment Co | History | Reduced | 3,462 | 852 | 0.25% | 0.25% | 1490 | -54 | -1.54% | Q4 2025 | Feb 13, 2026 |
| Clark Asset Management, LLC | History | Reduced | 3,450 | 849 | 0.09% | 0.11% | 1491 | -302 | -8.05% | Q4 2025 | Jan 27, 2026 |
| Millstone Evans Group, LLC | History | Added to | 3,448 | 848 | 0.5% | 0.52% | 1492 | +75 | 2.22% | Q4 2025 | Feb 02, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | Reduced | 3,444 | 847 | 0.05% | 0.06% | 1493 | -110 | -3.1% | Q4 2025 | Jan 21, 2026 |
| OFC FINANCIAL PLANNING, LLC | History | Reduced | 3,443 | 847 | 0.8% | 0.83% | 1495 | -23 | -0.66% | Q4 2025 | Feb 04, 2026 |
| Sentry LLC | History | No change | 3,443 | 847 | 0.23% | 0.21% | 1494 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Impact Capital Partners LLC | History | Reduced | 3,436 | 845 | 0.25% | 0.34% | 1497 | -1,219 | -26.19% | Q4 2025 | Jan 07, 2026 |
| CENTRAL TRUST Co | History | Added to | 3,436 | 845 | 0.02% | 0.02% | 1496 | +24 | 0.7% | Q4 2025 | Feb 02, 2026 |
| Thomasville National Bank | History | Reduced | 3,432 | 844 | 0.05% | 0.05% | 1498 | -145 | -4.05% | Q4 2025 | Jan 26, 2026 |
| Daybright Advisory Services, Inc. | History | New | 3,421 | 842 | 0.22% | — | 1500 | +3,421 | New | Q4 2025 | Feb 12, 2026 |
| Vawter Financial, Ltd. | History | Reduced | 3,422 | 842 | 0.36% | 0.39% | 1499 | -138 | -3.88% | Q4 2025 | Feb 02, 2026 |
| SC&H Financial Advisors, Inc. | History | Reduced | 3,419 | 841 | 0.13% | 0.14% | 1501 | -95 | -2.7% | Q4 2025 | Jan 21, 2026 |
| Moran Wealth Management, LLC | History | New | 3,414 | 840 | 0.03% | — | 1502 | +3,414 | New | Q4 2025 | Jan 26, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | Added to | 3,411 | 839 | 0.16% | 0.16% | 1503 | +11 | 0.32% | Q4 2025 | Jan 28, 2026 |
| Forum Financial Management, LP | History | Added to | 3,397 | 836 | 0.01% | 0.01% | 1505 | +148 | 4.56% | Q4 2025 | Jan 27, 2026 |
| Occidental Asset Management, LLC | History | No change | 3,400 | 836 | 0.1% | 0.1% | 1504 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Aurora Private Wealth, Inc. | History | New | 3,410 | 832 | 0.55% | — | 1506 | +3,410 | New | Q4 2025 | Feb 02, 2026 |
| Noble Family Wealth, LLC | History | No change | 3,381 | 832 | 0.18% | 0.18% | 1507 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| PENOBSCOT WEALTH MANAGEMENT | History | Added to | 3,378 | 831 | 0.26% | 0.25% | 1508 | +176 | 5.5% | Q4 2025 | Feb 12, 2026 |
| New England Professional Planning Group Inc. | History | Reduced | 3,375 | 830 | 0.35% | 0.43% | 1509 | -486 | -12.59% | Q4 2025 | Jan 14, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | No change | 3,370 | 829 | 0.03% | 0.03% | 1510 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Canopy Partners, LLC | History | No change | 3,356 | 826 | 0.27% | 0.27% | 1511 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Formidable Asset Management, LLC | History | No change | 3,403 | 823 | 0.12% | 0.12% | 1512 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Root Financial Partners, LLC | History | Added to | 3,341 | 822 | 0.04% | 0.05% | 1513 | +265 | 8.62% | Q4 2025 | Feb 10, 2026 |
| Agate Pass Investment Management, LLC | History | Added to | 3,339 | 821 | 0.31% | 0.31% | 1514 | +10 | 0.3% | Q4 2025 | Jan 08, 2026 |
| Westwood Wealth Management | History | New | 3,330 | 819 | 0.62% | — | 1515 | +3,330 | New | Q4 2025 | Jan 20, 2026 |
| Lionshead Wealth Management, LLC | History | Added to | 3,330 | 819 | 0.62% | 0.64% | 1516 | +1 | 0.03% | Q4 2025 | Jan 13, 2026 |
| Mystic Asset Management, Inc. | History | Added to | 3,319 | 817 | 0.18% | 0.17% | 1517 | +170 | 5.4% | Q4 2025 | Jan 28, 2026 |
| RED REEF ADVISORS LLC | History | New | 3,317 | 816 | 0.83% | — | 1518 | +3,317 | New | Q4 2025 | Apr 08, 2026 |
| Saxony Capital Management, LLC | History | Reduced | 3,308 | 814 | 0.5% | 0.62% | 1520 | -608 | -15.53% | Q4 2025 | Jan 15, 2026 |
| Van Cleef Asset Management,Inc | History | Reduced | 3,307 | 814 | 0.08% | 0.08% | 1519 | -25 | -0.75% | Q4 2025 | Feb 09, 2026 |
| Accel Wealth Management | History | Reduced | 3,304 | 813 | 0.22% | 0.24% | 1521 | -54 | -1.61% | Q4 2025 | Jan 20, 2026 |
| Johnson & White Wealth Management, LLC | History | Reduced | 3,299 | 812 | 0.35% | 0.39% | 1522 | -238 | -6.73% | Q4 2025 | Feb 05, 2026 |
| Platform Technology Partners | History | Added to | 3,295 | 811 | 0.17% | 0.19% | 1523 | +75 | 2.33% | Q4 2025 | Feb 13, 2026 |
| Navis Wealth Advisors, LLC | History | Added to | 3,284 | 808 | 0.34% | 0.54% | 1524 | +283 | 9.43% | Q4 2025 | Feb 13, 2026 |
| SENTINEL WEALTH MANAGEMENT, INC. | History | No change | 3,283 | 808 | 0.67% | 0.69% | 1525 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Baron Wealth Management LLC | History | Added to | 3,279 | 807 | 0.25% | 0.26% | 1526 | +10 | 0.31% | Q4 2025 | Jan 14, 2026 |
| Resurgent Financial Advisors LLC | History | Reduced | 3,276 | 806 | 0.4% | 0.51% | 1527 | -1,001 | -23.4% | Q4 2025 | Feb 12, 2026 |
| Coastwise Capital Group, LLC | History | Added to | 3,276 | 806 | 0.4% | 0.56% | 1528 | +11 | 0.34% | Q4 2025 | Feb 12, 2026 |
| High Probability Advisors, LLC | History | No change | 3,275 | 806 | 0.11% | 0.11% | 1529 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| TOWNSQUARE CAPITAL LLC | History | Reduced | 3,271 | 805 | 0.18% | 0.14% | 1530 | -476 | -12.7% | Q4 2025 | Feb 11, 2026 |
| MB Generational Wealth, LLC | History | Reduced | 3,271 | 805 | 0.43% | 0.55% | 1532 | -307 | -8.58% | Q4 2025 | Feb 10, 2026 |
| HOWARD WEALTH MANAGEMENT, LLC | History | Reduced | 3,270 | 805 | 0.35% | 0.37% | 1531 | -59 | -1.77% | Q4 2025 | Jan 29, 2026 |
| Heritage Trust Co | History | Added to | 3,267 | 804 | 0.08% | 0.08% | 1533 | +2 | 0.06% | Q4 2025 | Feb 10, 2026 |
| ADVISORTRUST PARTNERS, LLC | History | New | 3,247 | 799 | 0.35% | — | 1535 | +3,247 | New | Q4 2025 | Mar 10, 2026 |
| CRA Financial Services, LLC | History | Reduced | 3,248 | 799 | 0.1% | 0.11% | 1534 | -54 | -1.64% | Q4 2025 | Jan 16, 2026 |
| Ironwood Financial, llc | History | Reduced | 3,055 | 798 | 0.14% | 0.15% | 1537 | -474 | -13.43% | Q4 2025 | Jan 15, 2026 |
| NWK Group, Inc. | History | Reduced | 3,243 | 798 | 0.28% | 0.28% | 1538 | -196 | -5.7% | Q4 2025 | Feb 09, 2026 |
| Cadence Bank | History | Reduced | 3,242 | 798 | 0.05% | 0.05% | 1536 | -4 | -0.12% | Q4 2025 | Jan 30, 2026 |
| RPG Investment Advisory, LLC | History | Added to | 3,239 | 797 | 0.09% | 0.09% | 1539 | +160 | 5.2% | Q4 2025 | Jan 20, 2026 |
| Biltmore Family Office, LLC | History | Added to | 3,239 | 797 | 0.11% | 0.11% | 1540 | +81 | 2.56% | Q4 2025 | Feb 04, 2026 |
| Center for Financial Planning, Inc. | History | Added to | 3,238 | 797 | 0.08% | 0.08% | 1541 | +33 | 1.03% | Q4 2025 | Feb 05, 2026 |
| Roundview Capital LLC | History | Added to | 3,231 | 795 | 0.05% | 0.03% | 1542 | +1,351 | 71.86% | Q4 2025 | Feb 09, 2026 |
| Horrell Capital Management, Inc. | History | No change | 3,225 | 793 | 0.35% | 0.33% | 1543 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | Reduced | 4,168 | 791 | 0.06% | 0.22% | 1544 | -7,751 | -65.03% | Q4 2025 | Feb 17, 2026 |
| CULTIVAR CAPITAL, INC. | History | Reduced | 3,213 | 790 | 0.51% | 0.53% | 1545 | -55 | -1.68% | Q4 2025 | Jan 09, 2026 |
| XXI WEALTH, LLC | History | New | 3,200 | 787 | 0.48% | — | 1546 | +3,200 | New | Q4 2025 | Feb 12, 2026 |
| BEARING POINT CAPITAL, LLC | History | Added to | 3,195 | 786 | 0.12% | 0.13% | 1547 | +113 | 3.67% | Q4 2025 | Feb 10, 2026 |
| DKM Wealth Management, Inc. | History | Reduced | 3,191 | 785 | 0.59% | 0.63% | 1548 | -29 | -0.9% | Q4 2025 | Jan 12, 2026 |
| Sachetta, LLC | History | Reduced | 3,188 | 784 | 0.43% | 0.33% | 1550 | -514 | -13.88% | Q4 2025 | Feb 02, 2026 |
| McGuire Investment Group, LLC | History | No change | 3,185 | 784 | 0.08% | 0.09% | 1549 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Procyon Advisors, LLC | History | Reduced | 3,180 | 782 | 0.04% | 0.05% | 1551 | -17 | -0.53% | Q4 2025 | Jan 07, 2026 |
| Copia Wealth Management | History | Added to | 3,172 | 780 | 0.56% | 0.56% | 1553 | +65 | 2.09% | Q4 2025 | Feb 06, 2026 |
| Ballew Advisors, Inc | History | Added to | 2,988 | 780 | 0.44% | 0.41% | 1552 | +1 | 0.03% | Q4 2025 | Jan 14, 2026 |
| Stronghold Wealth Management L.L.C. | History | New | 3,161 | 778 | 1.15% | — | 1555 | +3,161 | New | Q4 2025 | Feb 06, 2026 |
| New Republic Capital, LLC | History | Added to | 3,163 | 778 | 0.21% | 0.23% | 1554 | +2 | 0.06% | Q4 2025 | Feb 10, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | Reduced | 3,144 | 773 | 0.11% | 0.12% | 1556 | -54 | -1.69% | Q4 2025 | Feb 03, 2026 |
| FSM Wealth Advisors, LLC | History | Reduced | 3,137 | 772 | 0.11% | 0.11% | 1557 | -141 | -4.3% | Q4 2025 | Jan 23, 2026 |
| Welch Group, LLC | History | Added to | 3,135 | 771 | 0.03% | 0.02% | 1558 | +925 | 41.86% | Q4 2025 | Jan 26, 2026 |
| Cascade Financial Partners, LLC | History | Added to | 3,135 | 771 | 0.08% | 0.08% | 1559 | +293 | 10.31% | Q4 2025 | Feb 06, 2026 |
| JDM Financial Group LLC | History | Reduced | 3,132 | 770 | 0.3% | 0.32% | 1560 | -61 | -1.91% | Q4 2025 | Feb 02, 2026 |
| Waterloo Capital, L.P. | History | Added to | 3,125 | 769 | 0.06% | 0.02% | 1561 | +2,026 | 184.35% | Q4 2025 | Feb 10, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Reduced | 3,118 | 767 | 0.06% | 0.08% | 1562 | -1,653 | -34.65% | Q4 2025 | Jan 23, 2026 |
| INSIGHT 2811, INC. | History | Reduced | 3,115 | 766 | 0.34% | 0.35% | 1563 | -167 | -5.09% | Q4 2025 | Feb 03, 2026 |
| Tilson Financial Group, Inc. | History | Added to | 3,113 | 766 | 0.24% | 0.25% | 1564 | +9 | 0.29% | Q4 2025 | Feb 05, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 3,108 | 765 | 0.61% | — | 1567 | +3,108 | New | Q4 2025 | Feb 11, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | Added to | 4,301 | 765 | 0.25% | 0.1% | 1566 | +1,687 | 64.54% | Q4 2025 | Jan 27, 2026 |
| Investors Research Corp | History | No change | 3,108 | 765 | 0.14% | 0.14% | 1565 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| Perkins Coie Trust Co | History | No change | 3,105 | 764 | 0.14% | 0.14% | 1568 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | Added to | 3,101 | 763 | 0.01% | 0.0% | 1569 | +1,331 | 75.2% | Q4 2025 | Jan 28, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 3,096 | 762 | 0.13% | 0.13% | 1570 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Private Wealth Group, LLC | History | No change | 3,091 | 760 | 0.36% | 0.37% | 1571 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Iowa State Bank | History | No change | 3,090 | 760 | 0.14% | 0.14% | 1572 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| PIONEER TRUST BANK N A/OR | History | No change | 3,085 | 759 | 0.18% | 0.17% | 1573 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| ACIMA PRIVATE WEALTH, LLC | History | No change | 3,081 | 758 | 0.24% | 0.23% | 1574 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| VeraBank, N.A. | History | Reduced | 3,079 | 757 | 0.14% | 0.15% | 1577 | -135 | -4.2% | Q4 2025 | Feb 11, 2026 |
| DEARBORN PARTNERS LLC | History | No change | 3,079 | 757 | 0.04% | 0.03% | 1575 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Jackson Hole Capital Partners, LLC | History | No change | 3,077 | 757 | 0.13% | 0.13% | 1576 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Arrowroot Family Office, LLC | History | Reduced | 3,071 | 756 | 0.27% | 0.46% | 1578 | -1,659 | -35.07% | Q4 2025 | Feb 11, 2026 |
| Rothschild Wealth LLC | History | Added to | 3,071 | 755 | 0.07% | 0.16% | 1580 | +123 | 4.17% | Q4 2025 | Feb 17, 2026 |
| LEE DANNER & BASS INC | History | Added to | 3,068 | 755 | 0.05% | 0.05% | 1579 | +81 | 2.71% | Q4 2025 | Jan 29, 2026 |
| Windsor Capital Management, LLC | History | Reduced | 3,064 | 754 | 0.21% | 0.23% | 1581 | -405 | -11.67% | Q4 2025 | Jan 15, 2026 |
| NLB Skladi, upravljanje premozenja, d.o.o. | History | New | 3,061 | 753 | 0.03% | — | 1583 | +3,061 | New | Q4 2025 | Feb 13, 2026 |
| First International Bank of Israel Ltd. | History | Reduced | 3,059 | 753 | 0.36% | 0.47% | 1582 | -340 | -10.0% | Q4 2025 | Feb 12, 2026 |
| Linscomb Wealth, Inc. | History | Reduced | 3,054 | 751 | 0.03% | 0.03% | 1584 | -99 | -3.14% | Q4 2025 | Feb 10, 2026 |
| Columbia Bank | History | No change | 3,049 | 750 | 0.21% | 0.21% | 1585 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Gen-Wealth Partners Inc | History | No change | 3,047 | 750 | 0.24% | 0.25% | 1586 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| ANCHYRA PARTNERS LLC | History | New | 3,035 | 747 | 0.23% | — | 1587 | +3,035 | New | Q4 2025 | Jan 29, 2026 |
| Chesley Taft & Associates LLC | History | Added to | 3,030 | 745 | 0.03% | 0.02% | 1588 | +831 | 37.79% | Q4 2025 | Jan 14, 2026 |
| Quartz Partners, LLC | History | Added to | 3,007 | 740 | 0.28% | 0.19% | 1589 | +822 | 37.62% | Q4 2025 | Feb 13, 2026 |
| Westfuller Advisors, LLC | History | Added to | 3,009 | 740 | 0.3% | 0.33% | 1590 | +10 | 0.33% | Q4 2025 | Jan 21, 2026 |
| Leo Wealth, LLC | History | Added to | 3,003 | 739 | 0.05% | 0.09% | 1591 | +32 | 1.08% | Q4 2025 | Jan 21, 2026 |
| Gilliland Jeter Wealth Management LLC | History | Reduced | 3,004 | 739 | 0.22% | 0.22% | 1592 | -4 | -0.13% | Q4 2025 | Jan 23, 2026 |
| Defender Capital, LLC. | History | New | 3,000 | 738 | 0.24% | — | 1594 | +3,000 | New | Q4 2025 | Jan 12, 2026 |
| GREAT LAKES ADVISORS, LLC | History | Added to | 3,002 | 738 | 0.01% | 0.01% | 1593 | +348 | 13.11% | Q4 2025 | Feb 12, 2026 |
| DCF Advisers, LLC | History | No change | 3,000 | 738 | 0.2% | 0.23% | 1595 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| PRIMORIS WEALTH ADVISORS, LLC | History | Reduced | 2,976 | 737 | 0.44% | 3.5% | 1598 | -19,779 | -86.92% | Q4 2025 | Feb 03, 2026 |
| Seneca House Advisors | History | Added to | 2,994 | 737 | 0.28% | 0.18% | 1596 | +1,175 | 64.6% | Q4 2025 | Feb 17, 2026 |
| BLODGETT WEALTH ADVISORS, LLC | History | No change | 2,995 | 737 | 0.51% | 0.5% | 1597 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Providence Financial Advisors, LLC | History | Reduced | 2,980 | 733 | 0.73% | 0.93% | 1599 | -1,054 | -26.13% | Q4 2025 | Feb 10, 2026 |
| Raleigh Capital Management Inc. | History | New | 2,976 | 732 | 0.27% | — | 1601 | +2,976 | New | Q4 2025 | Jan 21, 2026 |
| O'Brien Greene & Co. Inc | History | Reduced | 2,975 | 732 | 0.22% | 0.24% | 1600 | -200 | -6.3% | Q4 2025 | Feb 05, 2026 |
| Stanich Group LLC | History | No change | 2,969 | 730 | 0.55% | 0.44% | 1602 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Reduced | 2,964 | 729 | 0.21% | 0.24% | 1603 | -243 | -7.58% | Q4 2025 | Feb 11, 2026 |
| Clarkston Capital Partners, LLC | History | No change | 2,950 | 726 | 0.02% | 0.02% | 1604 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Certified Advisory Corp | History | Reduced | 2,945 | 724 | 0.07% | 0.07% | 1605 | -11 | -0.37% | Q4 2025 | Jan 12, 2026 |
| London & Capital Asset Management Ltd | History | New | 2,931 | 721 | 0.01% | — | 1606 | +2,931 | New | Q4 2025 | Feb 17, 2026 |
| IAG Wealth Partners, LLC | History | Added to | 2,932 | 721 | 0.08% | 0.08% | 1608 | +219 | 8.07% | Q4 2025 | Feb 10, 2026 |
| TI-TRUST, INC | History | Reduced | 2,933 | 721 | 0.45% | 0.47% | 1607 | -170 | -5.48% | Q4 2025 | Jan 23, 2026 |
| Narwhal Capital Management | History | Reduced | 2,926 | 720 | 0.05% | 0.05% | 1609 | -11 | -0.37% | Q4 2025 | Jan 30, 2026 |
| M. Kraus & Co | History | No change | 2,925 | 720 | 0.2% | 0.2% | 1610 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Bank of New Hampshire | History | New | 2,920 | 718 | 0.16% | — | 1611 | +2,920 | New | Q4 2025 | Mar 16, 2026 |
| DIVERSIFIED MANAGEMENT INC | History | New | 2,916 | 717 | 0.17% | — | 1612 | +2,916 | New | Q4 2025 | Jan 26, 2026 |
| Goldstein Advisors, LLC | History | Added to | 2,916 | 717 | 0.08% | 0.08% | 1613 | +297 | 11.34% | Q4 2025 | Feb 10, 2026 |
| WASHINGTON CAPITAL MANAGEMENT, INC | History | Reduced | 2,910 | 716 | 0.58% | 1.2% | 1614 | -4,029 | -58.06% | Q4 2025 | Jan 29, 2026 |
| Park Edge Advisors, LLC | History | Added to | 2,905 | 715 | 0.16% | 0.11% | 1615 | +892 | 44.31% | Q4 2025 | Jan 16, 2026 |
| Shoker Investment Counsel, Inc. | History | Added to | 2,901 | 714 | 0.21% | 0.21% | 1616 | +4 | 0.14% | Q4 2025 | Feb 04, 2026 |
| WEALTHGARDEN F.S. LLC | History | No change | 2,708 | 714 | 0.47% | 0.48% | 1617 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| NCM Capital Management, LLC | History | Reduced | 2,894 | 712 | 0.26% | 0.28% | 1618 | -75 | -2.53% | Q4 2025 | Mar 02, 2026 |
| Integris Wealth Management, LLC | History | Reduced | 2,890 | 711 | 0.16% | 0.17% | 1619 | -26 | -0.89% | Q4 2025 | Jan 21, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Reduced | 2,872 | 707 | 0.02% | 0.09% | 1620 | -7,826 | -73.15% | Q4 2025 | Feb 13, 2026 |
| OKABENA INVESTMENT SERVICES INC | History | No change | 2,870 | 706 | 0.13% | 0.13% | 1621 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Private Capital Management, LLC | History | Reduced | 2,864 | 705 | 0.06% | 0.07% | 1623 | -220 | -7.13% | Q4 2025 | Feb 17, 2026 |
| Drexel Morgan & Co. | History | No change | 2,866 | 705 | 0.11% | 0.11% | 1622 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Fortitude Family Office, LLC | History | No change | 2,859 | 703 | 0.16% | 0.19% | 1624 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Boston Common Asset Management, LLC | History | New | 2,852 | 702 | 0.04% | — | 1625 | +2,852 | New | Q4 2025 | Jan 15, 2026 |
| Clear Harbor Asset Management, LLC | History | Added to | 2,850 | 701 | 0.05% | 0.02% | 1626 | +1,713 | 150.66% | Q4 2025 | Feb 10, 2026 |
| Ellis Investment Partners, LLC | History | Reduced | 2,850 | 701 | 0.12% | 0.13% | 1627 | -70 | -2.4% | Q4 2025 | Feb 02, 2026 |
| FELL CAPITAL MANAGEMENT /ADV | History | New | 2,845 | 700 | 0.68% | — | 1628 | +2,845 | New | Q4 2025 | Mar 27, 2026 |
| Sharp Wealth Advisory, LLC | History | Reduced | 2,840 | 699 | 0.35% | 0.39% | 1629 | -152 | -5.08% | Q4 2025 | Jan 16, 2026 |
| Destiny Wealth Partners, LLC | History | Reduced | 2,649 | 699 | 0.08% | 0.08% | 1630 | -24 | -0.9% | Q4 2025 | Feb 03, 2026 |
| Aberdeen Group plc | History | New | 2,811 | 691 | 0.0% | — | 1631 | +2,811 | New | Q4 2025 | Jan 16, 2026 |
| Balboa Wealth Partners | History | No change | 2,801 | 689 | 0.11% | 0.12% | 1632 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| USA FINANCIAL FORMULAS | History | Reduced | 2,791 | 687 | 0.12% | 0.13% | 1633 | -206 | -6.87% | Q4 2025 | Jan 14, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Reduced | 2,789 | 686 | 0.06% | 0.07% | 1634 | -113 | -3.89% | Q4 2025 | Jan 30, 2026 |
| Schrum Private Wealth Management LLC | History | No change | 2,783 | 685 | 0.51% | 0.49% | 1635 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Blake Schutter Theil Wealth Advisors, LLC | History | No change | 2,780 | 684 | 0.56% | 0.66% | 1636 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Elm Partners Management LLC | History | Added to | 2,772 | 682 | 0.03% | 0.03% | 1637 | +514 | 22.76% | Q4 2025 | Feb 10, 2026 |
| Buck Wealth Strategies, LLC | History | New | 2,764 | 680 | 0.09% | — | 1639 | +2,764 | New | Q4 2025 | Feb 03, 2026 |
| Principle Wealth Partners LLC | History | Added to | 2,766 | 680 | 0.04% | 0.03% | 1638 | +300 | 12.17% | Q4 2025 | Feb 06, 2026 |
| Sovran Advisors, LLC | History | Added to | 2,560 | 679 | 0.06% | 0.05% | 1641 | +419 | 19.57% | Q4 2025 | Jan 20, 2026 |
| Morse Asset Management, Inc | History | No change | 2,762 | 679 | 0.14% | 0.13% | 1640 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| TAGStone Capital, Inc. | History | Reduced | 2,756 | 678 | 0.25% | 0.27% | 1642 | -62 | -2.2% | Q4 2025 | Feb 10, 2026 |
| True North Advisors, LLC | History | Added to | 2,752 | 677 | 0.09% | 0.1% | 1643 | +64 | 2.38% | Q4 2025 | Jan 22, 2026 |
| Black Swift Group, LLC | History | Added to | 2,750 | 676 | 0.11% | 0.06% | 1644 | +1,250 | 83.33% | Q4 2025 | Feb 10, 2026 |
| Independent Wealth Network Inc. | History | Added to | 2,737 | 673 | 0.21% | 0.19% | 1646 | +233 | 9.31% | Q4 2025 | Jan 26, 2026 |
| SkyOak Wealth, LLC | History | No change | 2,736 | 673 | 0.12% | 0.13% | 1645 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Frank, Rimerman Advisors LLC | History | Added to | 2,732 | 672 | 0.04% | 0.04% | 1649 | +205 | 8.11% | Q4 2025 | Jan 15, 2026 |
| Round Rock Advisors LLC | History | Reduced | 2,734 | 672 | 0.1% | 0.11% | 1647 | -113 | -3.97% | Q4 2025 | Apr 07, 2026 |
| Forza Wealth Management, LLC | History | No change | 2,732 | 672 | 0.24% | 0.25% | 1648 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| M3 Wealth Management, LLC | History | New | 2,727 | 671 | 0.53% | — | 1651 | +2,727 | New | Q4 2025 | Feb 09, 2026 |
| Northstar Financial Companies, Inc. | History | Added to | 2,727 | 671 | 0.53% | 0.52% | 1650 | +395 | 16.94% | Q4 2025 | Feb 09, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Added to | 2,725 | 670 | 0.22% | 0.37% | 1653 | +265 | 10.77% | Q4 2025 | Jan 22, 2026 |
| BBR PARTNERS, LLC | History | Reduced | 2,722 | 670 | 0.04% | 0.04% | 1652 | -200 | -6.84% | Q4 2025 | Feb 11, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | Reduced | 2,554 | 667 | 0.04% | 0.05% | 1654 | -74 | -2.82% | Q4 2025 | Feb 13, 2026 |
| Elyxium Wealth, LLC | History | Added to | 2,702 | 665 | 0.18% | 0.23% | 1655 | +1 | 0.04% | Q4 2025 | Feb 05, 2026 |
| Upper Left Wealth Management, LLC | History | Reduced | 2,699 | 664 | 0.4% | 0.43% | 1657 | -123 | -4.36% | Q4 2025 | Jan 22, 2026 |
| BigSur Wealth Management LLC | History | No change | 2,700 | 664 | 0.16% | 0.16% | 1656 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Shared Vision Wealth Group LLC | History | Reduced | 2,507 | 661 | 0.27% | 0.3% | 1658 | -409 | -14.03% | Q4 2025 | Feb 11, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 2,682 | 660 | 0.07% | 0.07% | 1659 | +2 | 0.07% | Q4 2025 | Feb 13, 2026 |
| AAF Wealth Management, LLC | History | Reduced | 2,669 | 656 | 0.28% | 0.3% | 1661 | -116 | -4.17% | Q4 2025 | Feb 06, 2026 |
| JNBA Financial Advisors | History | Reduced | 2,665 | 656 | 0.06% | 0.06% | 1660 | -22 | -0.82% | Q4 2025 | Jan 26, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | Added to | 2,637 | 656 | 0.1% | 0.11% | 1662 | +1 | 0.04% | Q4 2025 | Jan 08, 2026 |
| Shepherd Financial Partners LLC | History | Added to | 2,661 | 655 | 0.06% | 0.06% | 1663 | +74 | 2.86% | Q4 2025 | Feb 10, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Reduced | 2,660 | 654 | 0.03% | 0.08% | 1664 | -1,945 | -42.24% | Q4 2025 | Feb 12, 2026 |
| V2 Financial group LLC | History | Added to | 2,651 | 652 | 0.32% | 0.35% | 1666 | +2 | 0.08% | Q4 2025 | Jan 21, 2026 |
| CONGRESS ASSET MANAGEMENT CO | History | No change | 2,650 | 652 | 0.0% | 0.0% | 1665 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Woodside Wealth Management LLC | History | No change | 2,650 | 652 | 0.49% | 0.51% | 1667 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Hudson Portfolio Management LLC | History | Reduced | 2,640 | 649 | 0.56% | 0.58% | 1668 | -91 | -3.33% | Q4 2025 | Feb 13, 2026 |
| Mengis Capital Management, Inc. | History | Reduced | 2,632 | 647 | 0.11% | 0.13% | 1669 | -20 | -0.75% | Q4 2025 | Mar 05, 2026 |
| Financial Partners Group, Inc | History | Added to | 2,491 | 646 | 0.07% | 0.07% | 1670 | +2 | 0.08% | Q4 2025 | Feb 03, 2026 |
| Cornerstone Select Advisors, LLC | History | Reduced | 2,617 | 644 | 0.45% | 0.49% | 1671 | -117 | -4.28% | Q4 2025 | Feb 10, 2026 |
| M1 Capital Management LLC | History | Reduced | 2,610 | 642 | 0.27% | 0.33% | 1673 | -566 | -17.82% | Q4 2025 | Feb 13, 2026 |
| Madison Wealth Partners, Inc | History | Added to | 2,609 | 642 | 0.12% | 0.1% | 1672 | +423 | 19.35% | Q4 2025 | Feb 10, 2026 |
| Antonelli Financial Advisors, LLC | History | No change | 2,606 | 641 | 0.42% | 0.43% | 1674 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Ducere Wealth Management LLC | History | New | 2,602 | 640 | 0.25% | — | 1676 | +2,602 | New | Q4 2025 | Feb 17, 2026 |
| LYNCH & ASSOCIATES/IN | History | No change | 2,600 | 640 | 0.12% | 0.12% | 1675 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| First City Capital Management, Inc. | History | Reduced | 2,597 | 639 | 0.34% | 0.35% | 1677 | -100 | -3.71% | Q4 2025 | Jan 14, 2026 |
| CGN Advisors LLC | History | Added to | 2,592 | 638 | 0.05% | 0.05% | 1678 | +7 | 0.27% | Q4 2025 | Jan 05, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Reduced | 2,585 | 636 | 0.01% | 0.01% | 1679 | -171 | -6.2% | Q4 2025 | Jan 23, 2026 |
| Journey Beyond Wealth, LLC | History | Added to | 2,580 | 635 | 0.51% | 0.5% | 1680 | +52 | 2.06% | Q4 2025 | Jan 23, 2026 |
| Guidance Point Advisors, LLC | History | Added to | 2,576 | 634 | 0.15% | 0.07% | 1682 | +1,407 | 120.36% | Q4 2025 | Feb 11, 2026 |
| Beta Wealth Group, Inc. | History | Reduced | 2,579 | 634 | 0.25% | 0.26% | 1681 | -104 | -3.88% | Q4 2025 | Feb 13, 2026 |
| JGP Wealth Management, LLC | History | Added to | 2,572 | 633 | 0.07% | 0.03% | 1683 | +1,324 | 106.09% | Q4 2025 | Jan 12, 2026 |
| Winthrop Advisory Group LLC | History | Reduced | 2,568 | 632 | 0.05% | 0.05% | 1684 | -16 | -0.62% | Q4 2025 | Jan 21, 2026 |
| SARD WEALTH MANAGEMENT GROUP, LLC | History | Reduced | 2,567 | 631 | 0.35% | 0.37% | 1685 | -85 | -3.21% | Q4 2025 | Jan 08, 2026 |
| Bigelow Investment Advisors, LLC | History | Reduced | 2,561 | 630 | 0.25% | 0.28% | 1686 | -312 | -10.86% | Q4 2025 | Jan 28, 2026 |
| Genus Capital Management Inc. | History | Added to | 2,554 | 628 | 0.07% | 0.07% | 1687 | +200 | 8.5% | Q4 2025 | Feb 09, 2026 |
| Everhart Financial Group, Inc. | History | Reduced | 2,554 | 628 | 0.06% | 0.06% | 1688 | -103 | -3.88% | Q4 2025 | Jan 07, 2026 |
| Bienville Capital Management, LLC | History | Added to | 2,536 | 624 | 0.1% | 0.1% | 1689 | +452 | 21.69% | Q4 2025 | Feb 17, 2026 |
| Balefire, LLC | History | Reduced | 2,523 | 621 | 0.12% | 0.15% | 1690 | -678 | -21.18% | Q4 2025 | Jan 12, 2026 |
| SOL Capital Management CO | History | Added to | 2,516 | 619 | 0.06% | 0.05% | 1691 | +199 | 8.59% | Q4 2025 | Jan 30, 2026 |
| Winthrop Capital Management, LLC | History | Added to | 2,514 | 619 | 0.14% | 0.15% | 1693 | +5 | 0.2% | Q4 2025 | Feb 10, 2026 |
| Baker Avenue Asset Management, LP | History | No change | 2,519 | 619 | 0.01% | 0.01% | 1692 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| LCW Services, LLC | History | New | 2,512 | 618 | 0.33% | — | 1696 | +2,512 | New | Q4 2025 | Feb 11, 2026 |
| Cooper Financial Group | History | New | 2,511 | 618 | 0.07% | — | 1695 | +2,511 | New | Q4 2025 | Jan 08, 2026 |
| Flaharty Asset Management, LLC | History | No change | 2,512 | 618 | 0.08% | 0.08% | 1694 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| POSTROCK PARTNERS LLC | History | No change | 2,506 | 616 | 0.27% | 0.27% | 1697 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| RDA Financial Network | History | Reduced | 2,500 | 615 | 0.15% | 0.15% | 1698 | -4 | -0.16% | Q4 2025 | Jan 06, 2026 |
| GARRISON POINT ADVISORS, LLC | History | No change | 2,497 | 614 | 0.27% | 0.25% | 1699 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| First PREMIER Bank | History | No change | 2,489 | 613 | 0.14% | 0.14% | 1700 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Alpha Advisors, LLC/VA | History | Reduced | 2,484 | 611 | 0.47% | 0.51% | 1702 | -331 | -11.76% | Q4 2025 | Feb 12, 2026 |
| Cyndeo Wealth Partners, LLC | History | No change | 2,484 | 611 | 0.03% | 0.03% | 1701 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| MAINSAIL ASSET MANAGEMENT, LLC | History | Added to | 2,479 | 610 | 0.26% | 0.26% | 1703 | +8 | 0.32% | Q4 2025 | Feb 05, 2026 |
| Beaton Management Co. Inc. | History | Added to | 2,474 | 609 | 0.27% | 0.27% | 1707 | +29 | 1.19% | Q4 2025 | Feb 10, 2026 |
| Canal Capital Management, LLC | History | Added to | 2,477 | 609 | 0.09% | 0.09% | 1706 | +2 | 0.08% | Q4 2025 | Jan 06, 2026 |
| American Investment Services, Inc. | History | No change | 2,477 | 609 | 0.14% | 0.14% | 1704 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Raab & Moskowitz Asset Management LLC | History | No change | 2,475 | 609 | 0.13% | 0.13% | 1705 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| OLD SECOND NATIONAL BANK OF AURORA | History | Reduced | 2,473 | 608 | 0.12% | 0.13% | 1708 | -55 | -2.18% | Q4 2025 | Jan 27, 2026 |
| Rockbridge Investment Management, LCC | History | Reduced | 2,467 | 607 | 0.06% | 0.09% | 1710 | -1,214 | -32.98% | Q4 2025 | Feb 04, 2026 |
| DISCOVERY CAPITAL MANAGEMENT, LLC / CT | History | Reduced | 2,469 | 607 | 0.03% | 0.04% | 1709 | -317 | -11.38% | Q4 2025 | Feb 17, 2026 |
| SAPIENT CAPITAL LLC | History | Added to | 2,446 | 606 | 0.01% | 0.01% | 1712 | +260 | 11.89% | Q4 2025 | Feb 05, 2026 |
| Ullmann Wealth Partners Group, LLC | History | No change | 2,464 | 606 | 0.06% | 0.07% | 1711 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Bangor Savings Bank | History | Added to | 2,459 | 605 | 0.05% | 0.05% | 1713 | +16 | 0.65% | Q4 2025 | Jan 16, 2026 |
| East Coast Asset Management, LLC. | History | Reduced | 2,458 | 605 | 0.18% | 0.19% | 1714 | -1 | -0.04% | Q4 2025 | Feb 17, 2026 |
| Independent Advisor Alliance | History | Added to | 2,457 | 604 | 0.01% | 0.01% | 1716 | +506 | 25.94% | Q4 2025 | Feb 04, 2026 |
| CHESAPEAKE ASSET MANAGEMENT LLC | History | No change | 2,455 | 604 | 0.5% | 0.53% | 1715 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | Added to | 2,452 | 603 | 0.0% | 0.0% | 1717 | +116 | 4.97% | Q4 2025 | Feb 09, 2026 |
| Urban Financial Advisory Corp | History | Added to | 2,431 | 598 | 0.23% | 0.27% | 1718 | +9 | 0.37% | Q4 2025 | Feb 04, 2026 |
| Canandaigua National Trust Co of Florida | History | Reduced | 2,426 | 597 | 0.37% | 0.48% | 1719 | -61 | -2.45% | Q4 2025 | Jan 30, 2026 |
| Berger Financial Group, Inc | History | Reduced | 2,419 | 595 | 0.03% | 0.04% | 1720 | -77 | -3.08% | Q4 2025 | Jan 27, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | New | 2,414 | 594 | 0.1% | — | 1721 | +2,414 | New | Q4 2025 | Feb 12, 2026 |
| TIEMANN INVESTMENT ADVISORS, LLC | History | Reduced | 2,412 | 593 | 0.23% | 0.51% | 1722 | -3,143 | -56.58% | Q4 2025 | Feb 13, 2026 |
| Baker Ellis Asset Management LLC | History | No change | 2,409 | 592 | 0.07% | 0.07% | 1723 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| BUCKHEAD CAPITAL MANAGEMENT LLC | History | Added to | 2,396 | 589 | 0.21% | 0.11% | 1724 | +1,087 | 83.04% | Q4 2025 | Feb 09, 2026 |
| Evelyn Partners Investment Management LLP | History | No change | 2,395 | 589 | 0.02% | 0.02% | 1725 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| KINTRA WEALTH, LLC | History | New | 2,392 | 588 | 0.08% | — | 1726 | +2,392 | New | Q4 2025 | Feb 18, 2026 |
| HOHIMER WEALTH MANAGEMENT, LLC | History | No change | 2,378 | 585 | 0.08% | 0.08% | 1727 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Wise Wealth Partners | History | No change | 2,378 | 585 | 0.84% | 0.88% | 1728 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Rare Wolf Capital LLC | History | New | 2,369 | 583 | 0.36% | — | 1730 | +2,369 | New | Q4 2025 | Feb 19, 2026 |
| Cardinal Point Capital Management ULC | History | Reduced | 2,370 | 583 | 0.04% | 0.05% | 1729 | -804 | -25.33% | Q4 2025 | Feb 05, 2026 |
| Carrera Capital Advisors | History | Reduced | 2,360 | 580 | 0.1% | 0.1% | 1732 | -2 | -0.08% | Q4 2025 | Jan 30, 2026 |
| Cypress Capital Group | History | No change | 2,359 | 580 | 0.06% | 0.07% | 1731 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Granite Bay Wealth Management, LLC | History | Reduced | 2,329 | 573 | 0.14% | 0.16% | 1733 | -263 | -10.15% | Q4 2025 | Feb 05, 2026 |
| Cordatus Wealth Management LLC | History | New | 2,321 | 571 | 0.13% | — | 1734 | +2,321 | New | Q4 2025 | Jan 26, 2026 |
| ADELL HARRIMAN & CARPENTER INC | History | Reduced | 2,315 | 570 | 0.03% | 0.04% | 1735 | -72 | -3.02% | Q4 2025 | Feb 06, 2026 |
| Baldwin Investment Management, LLC | History | No change | 2,312 | 569 | 0.06% | 0.06% | 1736 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| TRITONPOINT WEALTH, LLC | History | Reduced | 2,308 | 568 | 0.06% | 0.07% | 1737 | -873 | -27.44% | Q4 2025 | Jan 20, 2026 |
| Heritage Investment Group, Inc. | History | Reduced | 2,302 | 566 | 0.09% | 0.09% | 1739 | -11 | -0.48% | Q4 2025 | Jan 30, 2026 |
| Bellevue Group AG | History | No change | 2,300 | 566 | 0.01% | 0.01% | 1738 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Kassira Wealth Management LLC | History | Reduced | 2,296 | 565 | 0.54% | 0.53% | 1740 | -1 | -0.04% | Q4 2025 | Feb 03, 2026 |
| SeaBridge Investment Advisors LLC | History | No change | 2,272 | 559 | 0.09% | 0.09% | 1741 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Rollins Financial Advisors, LLC | History | Added to | 2,271 | 558 | 0.08% | 0.07% | 1743 | +226 | 11.05% | Q4 2025 | Feb 04, 2026 |
| Brown Miller Wealth Management, LLC | History | Reduced | 2,269 | 558 | 0.15% | 0.17% | 1742 | -181 | -7.39% | Q4 2025 | Jan 23, 2026 |
| Measured Risk Portfolios, Inc. | History | Added to | 2,266 | 557 | 0.55% | 0.51% | 1744 | +4 | 0.18% | Q4 2025 | Jan 27, 2026 |
| BAR HARBOR WEALTH MANAGEMENT | History | No change | 2,256 | 555 | 0.03% | 0.03% | 1745 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Kaizen Financial Strategies | History | Added to | 15,762 | 553 | 0.24% | 0.22% | 1747 | +13,701 | 664.77% | Q4 2025 | Jan 21, 2026 |
| Fiera Capital Corp | History | Reduced | 2,250 | 553 | 0.0% | 0.0% | 1746 | -1,790 | -44.31% | Q4 2025 | Feb 11, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Reduced | 2,245 | 552 | 0.0% | 0.0% | 1748 | -156 | -6.5% | Q4 2025 | Feb 17, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Added to | 2,241 | 551 | 0.03% | 0.03% | 1749 | +160 | 7.69% | Q4 2025 | Jan 12, 2026 |
| RoundAngle Advisors LLC | History | Reduced | 2,242 | 551 | 0.4% | 0.44% | 1750 | -111 | -4.72% | Q4 2025 | Jan 12, 2026 |
| Golden State Equity Partners | History | Added to | 2,232 | 549 | 0.09% | 0.03% | 1751 | +1,396 | 166.99% | Q4 2025 | Jan 29, 2026 |
| Grantvest Financial Group LLC | History | Reduced | 2,226 | 548 | 0.35% | 0.39% | 1752 | -142 | -6.0% | Q4 2025 | Feb 02, 2026 |
| SHP Wealth Management | History | New | 2,217 | 545 | 0.04% | — | 1753 | +2,217 | New | Q4 2025 | Mar 04, 2026 |
| MIDLAND WEALTH ADVISORS, LLC | History | Reduced | 2,213 | 544 | 0.03% | 0.03% | 1754 | -81 | -3.53% | Q4 2025 | Jan 26, 2026 |
| SeaCrest Wealth Management, LLC | History | Reduced | 2,128 | 543 | 0.05% | 0.07% | 1755 | -713 | -25.1% | Q4 2025 | Jan 12, 2026 |
| Compass Financial Group, Inc. (Ohio) | History | New | 2,204 | 542 | 0.4% | — | 1759 | +2,204 | New | Q4 2025 | Mar 04, 2026 |
| LRI Investments, LLC | History | Reduced | 2,206 | 542 | 0.04% | 0.05% | 1757 | -529 | -19.34% | Q4 2025 | Feb 04, 2026 |
| Commonwealth Financial Services, LLC | History | Added to | 2,204 | 542 | 0.09% | 0.09% | 1756 | +53 | 2.46% | Q4 2025 | Feb 06, 2026 |
| PENNEY FINANCIAL, LLC | History | No change | 2,203 | 542 | 0.21% | 0.24% | 1758 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 2,200 | 541 | 0.05% | 0.06% | 1760 | +263 | 13.58% | Q4 2025 | Jan 22, 2026 |
| Kondo Wealth Advisors, Inc. | History | Reduced | 2,197 | 540 | 0.21% | 0.21% | 1761 | -1 | -0.05% | Q4 2025 | Jan 30, 2026 |
| DONALDSON CAPITAL MANAGEMENT, LLC | History | Reduced | 2,190 | 539 | 0.02% | 0.02% | 1762 | -612 | -21.84% | Q4 2025 | Jan 14, 2026 |
| OBSIDIAN CIO, LLC | History | Reduced | 7,845 | 535 | 0.79% | 0.41% | 1763 | -5,106 | -39.43% | Q4 2025 | Feb 18, 2026 |
| Retirement Investment Advisors, Inc. | History | Reduced | 2,177 | 535 | 0.04% | 0.05% | 1765 | -141 | -6.08% | Q4 2025 | Jan 21, 2026 |
| Stone Summit Wealth LLC | History | Reduced | 2,176 | 535 | 0.15% | 0.15% | 1764 | -75 | -3.33% | Q4 2025 | Jan 27, 2026 |
| ORG Partners LLC | History | Added to | 2,175 | 535 | 0.09% | 0.1% | 1766 | +12 | 0.55% | Q4 2025 | Jan 14, 2026 |
| Mascoma Wealth Management LLC | History | No change | 2,167 | 533 | 0.11% | 0.12% | 1767 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| LEVIN CAPITAL STRATEGIES, L.P. | History | Reduced | 2,158 | 531 | 0.05% | 0.27% | 1769 | -10,365 | -82.77% | Q4 2025 | Jan 30, 2026 |
| Liberty Capital Management, Inc. | History | Added to | 2,161 | 531 | 0.1% | 0.04% | 1770 | +1,234 | 133.12% | Q4 2025 | Jan 26, 2026 |
| Hoxton Planning & Management, LLC | History | Reduced | 2,160 | 531 | 0.16% | 0.18% | 1771 | -91 | -4.04% | Q4 2025 | Feb 11, 2026 |
| TRAN CAPITAL MANAGEMENT, L.P. | History | Added to | 2,159 | 531 | 0.06% | 0.06% | 1768 | +69 | 3.3% | Q4 2025 | Jan 20, 2026 |
| WHALEROCK POINT PARTNERS, LLC | History | Reduced | 2,156 | 530 | 0.1% | 0.12% | 1772 | -200 | -8.49% | Q4 2025 | Feb 13, 2026 |
| Olympiad Research LP | History | Reduced | 2,145 | 528 | 1.4% | 4.01% | 1774 | -9,766 | -81.99% | Q4 2025 | Feb 17, 2026 |
| James J. Burns & Company, LLC | History | Added to | 2,147 | 528 | 0.07% | 0.08% | 1775 | +2 | 0.09% | Q4 2025 | Jan 23, 2026 |
| CORTLAND ASSOCIATES INC/MO | History | No change | 2,143 | 528 | 0.07% | 0.06% | 1773 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Wescott Financial Advisory Group, LLC | History | Added to | 2,141 | 527 | 0.05% | 0.04% | 1776 | +105 | 5.16% | Q4 2025 | Feb 12, 2026 |
| Breachway Investments LLC | History | New | 2,135 | 525 | 0.55% | — | 1777 | +2,135 | New | Q4 2025 | Jan 27, 2026 |
| HOWE & RUSLING INC | History | Added to | 2,122 | 522 | 0.03% | 0.03% | 1778 | +603 | 39.7% | Q4 2025 | Feb 17, 2026 |
| Samalin Investment Counsel, LLC | History | Added to | 2,121 | 522 | 0.19% | 0.17% | 1779 | +133 | 6.69% | Q4 2025 | Jan 30, 2026 |
| Blackston Financial Advisory Group, LLC | History | Reduced | 2,114 | 520 | 0.32% | 0.37% | 1781 | -435 | -17.07% | Q4 2025 | Feb 06, 2026 |
| Capital Asset Advisory Services LLC | History | Added to | 2,031 | 520 | 0.02% | 0.02% | 1780 | +21 | 1.04% | Q4 2025 | Jan 09, 2026 |
| Summit Investment Advisory Services, LLC | History | No change | 2,114 | 520 | 0.2% | 0.2% | 1782 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC | History | No change | 1,960 | 519 | 0.38% | 0.37% | 1783 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 2,108 | 518 | 0.0% | — | 1784 | +2,108 | New | Q4 2025 | Feb 13, 2026 |
| MONEYWISE, INC. | History | New | 2,105 | 518 | 0.22% | — | 1786 | +2,105 | New | Q4 2025 | Feb 05, 2026 |
| TRILLIUM ASSET MANAGEMENT, LLC | History | No change | 2,106 | 518 | 0.02% | 0.01% | 1785 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Cassady Wealth & Retirement Planning, LLC | History | New | 2,103 | 517 | 0.34% | — | 1787 | +2,103 | New | Q4 2025 | Apr 02, 2026 |
| PIER 88 INVESTMENT PARTNERS LLC | History | Added to | 2,100 | 516 | 0.12% | 0.09% | 1788 | +200 | 10.53% | Q4 2025 | Feb 04, 2026 |
| Valtrion Capital Management, LLC | History | No change | 2,097 | 516 | 0.51% | 0.55% | 1789 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Journey Advisory Group, LLC | History | Reduced | 2,088 | 513 | 0.04% | 0.04% | 1791 | -48 | -2.25% | Q4 2025 | Jan 27, 2026 |
| GABLES CAPITAL MANAGEMENT INC. | History | Reduced | 2,088 | 513 | 0.22% | 0.22% | 1790 | -15 | -0.71% | Q4 2025 | Feb 06, 2026 |
| Activest Wealth Management | History | Reduced | 2,073 | 510 | 0.1% | 0.27% | 1793 | -3,391 | -62.06% | Q4 2025 | Jan 30, 2026 |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | History | Added to | 2,072 | 510 | 0.02% | 0.02% | 1792 | +15 | 0.73% | Q4 2025 | Feb 11, 2026 |
| KRS Capital Management, LLC | History | Reduced | 2,073 | 510 | 0.29% | 0.31% | 1794 | -15 | -0.72% | Q4 2025 | Jan 15, 2026 |
| SOUTH PLAINS FINANCIAL, INC. | History | No change | 2,070 | 509 | 0.3% | 0.31% | 1795 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| WARNER FINANCIAL, INC | History | Added to | 2,064 | 508 | 0.18% | 0.17% | 1796 | +163 | 8.57% | Q4 2025 | Jan 21, 2026 |
| INTEGRAL INVESTMENT ADVISORS, INC. | History | Reduced | 2,062 | 507 | 0.13% | 0.19% | 1798 | -815 | -28.33% | Q4 2025 | Feb 06, 2026 |
| Cypress Wealth Services, LLC | History | Added to | 2,060 | 507 | 0.07% | 0.05% | 1797 | +766 | 59.2% | Q4 2025 | Jan 14, 2026 |
| ABLE Financial Group, LLC | History | Added to | 2,056 | 506 | 0.1% | 0.11% | 1799 | +7 | 0.34% | Q4 2025 | Jan 23, 2026 |
| Krilogy Financial LLC | History | Added to | 1,903 | 502 | 0.02% | 0.02% | 1802 | +228 | 13.61% | Q4 2025 | Jan 27, 2026 |
| CHILTON INVESTMENT CO INC. | History | Added to | 2,043 | 502 | 0.01% | 0.01% | 1800 | +168 | 8.96% | Q4 2025 | Feb 17, 2026 |
| Stelac Advisory Services LLC | History | No change | 2,043 | 502 | 0.18% | 0.17% | 1801 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Costello Asset Management, INC | History | Added to | 2,037 | 501 | 0.17% | 0.16% | 1804 | +1 | 0.05% | Q4 2025 | Feb 03, 2026 |
| ARGUS INVESTORS' COUNSEL, INC. | History | No change | 2,038 | 501 | 0.4% | 0.39% | 1803 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| FOURPATH CAPITAL MANAGEMENT, LLC | History | No change | 2,031 | 499 | 0.07% | 0.07% | 1805 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Camarda Financial Advisors, LLC | History | New | 2,027 | 498 | 0.19% | — | 1807 | +2,027 | New | Q4 2025 | Feb 17, 2026 |
| Myriad Asset Management US LP | History | New | 2,025 | 498 | 0.83% | — | 1808 | +2,025 | New | Q4 2025 | Jan 20, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Added to | 2,026 | 498 | 0.03% | 0.03% | 1806 | +26 | 1.3% | Q4 2025 | Jan 26, 2026 |
| Great Hill Capital LLC | History | Reduced | 11,500 | 497 | 0.05% | 0.45% | 1810 | -500 | -4.17% | Q4 2025 | Jan 26, 2026 |
| Bluesphere Advisors LLC | History | Reduced | 2,020 | 497 | 0.22% | 0.27% | 1809 | -458 | -18.48% | Q4 2025 | Jan 21, 2026 |
| GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. | History | New | 2,016 | 496 | 0.4% | — | 1813 | +2,016 | New | Q4 2025 | Feb 12, 2026 |
| Optivise Advisory Services LLC | History | Reduced | 2,015 | 496 | 0.29% | 0.35% | 1812 | -396 | -16.42% | Q4 2025 | Jan 12, 2026 |
| UPTICK PARTNERS, LLC | History | Reduced | 2,016 | 496 | 0.11% | 0.13% | 1811 | -40 | -1.95% | Q4 2025 | Feb 02, 2026 |
| CYPRESS FINANCIAL PLANNING LLC | History | Reduced | 1,999 | 495 | 0.14% | 0.15% | 1816 | -18 | -0.89% | Q4 2025 | Jan 14, 2026 |
| Mayfair Advisory Group, LLC | History | No change | 1,990 | 495 | 0.19% | 0.21% | 1814 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| KEB ASSET MANAGEMENT, LLC | History | No change | 2,011 | 495 | 0.1% | 0.11% | 1815 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Magnus Financial Group LLC | History | Added to | 2,004 | 493 | 0.04% | 0.04% | 1818 | +71 | 3.67% | Q4 2025 | Jan 07, 2026 |
| HOWLAND CAPITAL MANAGEMENT LLC | History | Reduced | 2,006 | 493 | 0.02% | 0.02% | 1817 | -10 | -0.5% | Q4 2025 | Feb 13, 2026 |
| BTG Pactual Asset Management US LLC | History | Reduced | 2,000 | 492 | 0.05% | 0.3% | 1820 | -24,780 | -92.53% | Q4 2025 | Feb 17, 2026 |
| Legal & General Group Plc | History | Reduced | 2,000 | 492 | 0.0% | 0.0% | 1819 | -2,067 | -50.82% | Q4 2025 | Feb 09, 2026 |
| RH Tailwind Management, LLC | History | New | 2,000 | 492 | 0.08% | — | 1822 | +2,000 | New | Q4 2025 | Feb 13, 2026 |
| Integrity Investment Advisors, LLC | History | New | 1,999 | 492 | 0.27% | — | 1823 | +1,999 | New | Q4 2025 | Feb 13, 2026 |
| BCS Private Wealth Management, Inc. | History | Reduced | 2,000 | 492 | 0.17% | 0.17% | 1821 | -16 | -0.79% | Q4 2025 | Jan 26, 2026 |
| BIRINYI ASSOCIATES INC | History | New | 1,985 | 489 | 0.12% | — | 1824 | +1,985 | New | Q4 2025 | Feb 10, 2026 |
| Pinion Investment Advisors, LLC | History | Reduced | 1,990 | 489 | 0.12% | 0.14% | 1825 | -86 | -4.14% | Q4 2025 | Jan 29, 2026 |
| VISTA INVESTMENT MANAGEMENT | History | Reduced | 1,984 | 488 | 0.16% | 0.17% | 1826 | -42 | -2.07% | Q4 2025 | Feb 17, 2026 |
| Stratos Investment Management, LLC | History | Reduced | 1,979 | 487 | 0.02% | 0.03% | 1827 | -1,363 | -40.78% | Q4 2025 | Jan 20, 2026 |
| Princeton Global Asset Management LLC | History | Added to | 1,982 | 487 | 0.08% | 0.08% | 1828 | +2 | 0.1% | Q4 2025 | Jan 20, 2026 |
| Pitcairn Wealth Advisors LLC | History | New | 1,977 | 486 | 0.04% | — | 1833 | +1,977 | New | Q4 2025 | Feb 13, 2026 |
| Moment Partners, LLC | History | Reduced | 1,976 | 486 | 0.1% | 0.1% | 1831 | -254 | -11.39% | Q4 2025 | Feb 10, 2026 |
| Stegner Investment Associates Inc. | History | Reduced | 1,977 | 486 | 0.26% | 0.28% | 1830 | -164 | -7.66% | Q4 2025 | Jan 30, 2026 |
| Chancellor Financial Group WB LP | History | Reduced | 1,975 | 486 | 0.33% | 0.34% | 1832 | -15 | -0.75% | Q4 2025 | Feb 05, 2026 |
| Hummer Financial Advisory Services Inc | History | No change | 1,975 | 486 | 0.34% | 0.35% | 1829 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Thayer Partners, LLC / MA | History | New | 1,971 | 485 | 0.24% | — | 1834 | +1,971 | New | Q4 2025 | Feb 05, 2026 |
| Schusterman Interests, LLC | History | New | 1,970 | 484 | 0.11% | — | 1835 | +1,970 | New | Q4 2025 | Feb 17, 2026 |
| Argyle Capital Partners, LLC | History | Added to | 1,955 | 481 | 0.35% | 0.33% | 1836 | +63 | 3.33% | Q4 2025 | Feb 17, 2026 |
| Wealthquest Corp | History | New | 1,948 | 479 | 0.04% | — | 1837 | +1,948 | New | Q4 2025 | Feb 09, 2026 |
| Saiph Capital, LLC | History | Reduced | 1,947 | 479 | 0.17% | 0.19% | 1839 | -236 | -10.81% | Q4 2025 | Feb 12, 2026 |
| CAHABA WEALTH MANAGEMENT, INC. | History | Added to | 1,950 | 479 | 0.03% | 0.03% | 1838 | +5 | 0.26% | Q4 2025 | Jan 07, 2026 |
| Pandora Wealth, Inc. | History | No change | 1,942 | 478 | 0.29% | 0.28% | 1840 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| HERITAGE OAK WEALTH ADVISORS LLC | History | New | 1,933 | 475 | 0.18% | — | 1841 | +1,933 | New | Q4 2025 | Jan 21, 2026 |
| Ransom Advisory, Ltd | History | New | 1,930 | 475 | 0.19% | — | 1842 | +1,930 | New | Q4 2025 | Jan 06, 2026 |
| Signal Advisors Wealth, LLC | History | Reduced | 1,928 | 474 | 0.04% | 0.05% | 1843 | -183 | -8.67% | Q4 2025 | Jan 13, 2026 |
| Cannon Capital Management, Inc. | History | New | 1,923 | 473 | 0.42% | — | 1844 | +1,923 | New | Q4 2025 | Jan 30, 2026 |
| Redwood Family Wealth LLC | History | New | 1,920 | 472 | 0.46% | — | 1845 | +1,920 | New | Q4 2025 | Mar 06, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | Reduced | 1,914 | 471 | 0.01% | 0.02% | 1846 | -3,475 | -64.48% | Q4 2025 | Feb 17, 2026 |
| Guardian Capital, LLC | History | New | 1,915 | 471 | 0.42% | — | 1847 | +1,915 | New | Q4 2025 | Feb 05, 2026 |
| REDMONT WEALTH ADVISORS LLC | History | No change | 1,903 | 468 | 0.71% | 0.64% | 1848 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| BOYUM WEALTH ARCHITECTS LLC | History | Reduced | 1,767 | 467 | 0.22% | 0.31% | 1850 | -298 | -14.43% | Q4 2025 | Jan 26, 2026 |
| Colonial Trust Co / SC | History | No change | 1,897 | 467 | 0.06% | 0.06% | 1849 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Madden Advisory Services, Inc. | History | Reduced | 1,897 | 466 | 0.19% | 0.19% | 1851 | -118 | -5.86% | Q4 2025 | Feb 11, 2026 |
| SFG Wealth Management, LLC. | History | Reduced | 1,891 | 465 | 0.18% | 0.25% | 1853 | -523 | -21.67% | Q4 2025 | Feb 03, 2026 |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | History | No change | 1,892 | 465 | 0.07% | 0.07% | 1852 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| OneAscent Financial Services LLC | History | Added to | 1,886 | 464 | 0.04% | 0.04% | 1854 | +637 | 51.0% | Q4 2025 | Feb 11, 2026 |
| Tennessee Valley Asset Management Partners | History | Reduced | 1,888 | 464 | 0.06% | 0.07% | 1855 | -151 | -7.41% | Q4 2025 | Feb 05, 2026 |
| Addison Capital Co | History | Reduced | 1,881 | 463 | 0.12% | 0.16% | 1857 | -333 | -15.04% | Q4 2025 | Feb 02, 2026 |
| LEIGH BALDWIN & CO., LLC | History | Added to | 1,881 | 463 | 0.3% | 0.22% | 1856 | +287 | 18.01% | Q4 2025 | Feb 12, 2026 |
| EAGLE WEALTH STRATEGIES LLC | History | New | 1,879 | 462 | 0.22% | — | 1859 | +1,879 | New | Q4 2025 | Jan 06, 2026 |
| Bedminster, LLC | History | New | 1,878 | 462 | 0.42% | — | 1861 | +1,878 | New | Q4 2025 | Feb 05, 2026 |
| Warner Group LLC | History | Added to | 1,880 | 462 | 0.28% | 0.21% | 1860 | +595 | 46.3% | Q4 2025 | Feb 06, 2026 |
| Geneva Partners, LLC | History | Added to | 1,879 | 462 | 0.16% | 0.17% | 1858 | +1 | 0.05% | Q4 2025 | Feb 03, 2026 |
| Horizon Investments, LLC | History | Reduced | 176,644 | 461 | 0.01% | 0.4% | 1862 | -2,746,226 | -93.96% | Q4 2025 | Feb 02, 2026 |
| GRANDFIELD & DODD, LLC | History | No change | 1,871 | 460 | 0.03% | 0.03% | 1863 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| LITTLE HOUSE CAPITAL LLC | History | No change | 1,858 | 457 | 0.11% | 0.1% | 1864 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| TRUST CO OF OKLAHOMA | History | No change | 1,850 | 455 | 0.13% | 0.13% | 1865 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| TPG Financial Advisors, LLC | History | Added to | 1,847 | 454 | 0.15% | 0.16% | 1866 | +117 | 6.76% | Q4 2025 | Feb 06, 2026 |
| RPS ADVISORY SOLUTIONS LLC | History | Reduced | 1,840 | 453 | 0.21% | 0.22% | 1867 | -40 | -2.13% | Q4 2025 | Feb 06, 2026 |
| Summit Wealth Group, LLC | History | Reduced | 1,834 | 451 | 0.11% | 0.12% | 1869 | -155 | -7.79% | Q4 2025 | Feb 06, 2026 |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | History | No change | 1,835 | 451 | 0.03% | 0.03% | 1868 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Concord Wealth Partners | History | Reduced | 1,826 | 449 | 0.06% | 0.07% | 1871 | -313 | -14.63% | Q4 2025 | Jan 29, 2026 |
| Fiduciary Group, LLC | History | Reduced | 1,825 | 449 | 0.04% | 0.04% | 1870 | -165 | -8.29% | Q4 2025 | Feb 12, 2026 |
| WEST MICHIGAN ADVISORS, LLC | History | Added to | 1,819 | 447 | 0.1% | 0.09% | 1872 | +238 | 15.05% | Q4 2025 | Jan 28, 2026 |
| Register Financial Advisors LLC | History | Reduced | 1,815 | 446 | 0.17% | 0.18% | 1874 | -91 | -4.77% | Q4 2025 | Jan 21, 2026 |
| Kelman-Lazarov, Inc. | History | No change | 1,815 | 446 | 0.06% | 0.07% | 1873 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| BANK OF HAWAII | History | Added to | 1,810 | 445 | 0.02% | 0.02% | 1875 | +150 | 9.04% | Q4 2025 | Mar 03, 2026 |
| Brown Financial Advisory | History | No change | 1,811 | 445 | 0.22% | 0.23% | 1876 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| FLC Capital Advisors | History | Added to | 1,805 | 444 | 0.08% | 0.06% | 1878 | +470 | 35.21% | Q4 2025 | Feb 11, 2026 |
| Coastal Bridge Advisors, LLC | History | No change | 1,804 | 444 | 0.03% | 0.03% | 1877 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Quent Capital, LLC | History | Reduced | 1,798 | 442 | 0.03% | 0.04% | 1879 | -80 | -4.26% | Q4 2025 | Jan 29, 2026 |
| WEST PACES ADVISORS INC. | History | Reduced | 1,794 | 441 | 0.09% | 0.09% | 1880 | -12 | -0.66% | Q4 2025 | Jan 21, 2026 |
| Amplius Wealth Advisors, LLC | History | Reduced | 1,791 | 440 | 0.04% | 0.04% | 1882 | -132 | -6.86% | Q4 2025 | Jan 12, 2026 |
| Collar Capital Management, LLC | History | Reduced | 1,791 | 440 | 0.29% | 0.31% | 1883 | -10 | -0.56% | Q4 2025 | Feb 10, 2026 |
| NORTHEAST INVESTMENT MANAGEMENT | History | No change | 1,790 | 440 | 0.02% | 0.02% | 1881 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| ARVEST INVESTMENTS, INC. | History | Reduced | 1,784 | 439 | 0.06% | 0.07% | 1884 | -262 | -12.81% | Q4 2025 | Jan 20, 2026 |
| FOSTER DYKEMA CABOT & PARTNERS, LLC | History | Reduced | 1,777 | 437 | 0.03% | 0.03% | 1885 | -6 | -0.34% | Q4 2025 | Feb 12, 2026 |
| TrustBank | History | New | 1,775 | 436 | 0.18% | — | 1886 | +1,775 | New | Q4 2025 | Feb 09, 2026 |
| Marin Bay Wealth Advisors, LLC | History | New | 1,769 | 435 | 0.25% | — | 1888 | +1,769 | New | Q4 2025 | Feb 17, 2026 |
| GHP Investment Advisors, Inc. | History | Added to | 1,770 | 435 | 0.02% | 0.02% | 1887 | +2 | 0.11% | Q4 2025 | Jan 27, 2026 |
| BLUELINE ADVISORS LLC | History | New | 1,766 | 434 | 0.35% | — | 1891 | +1,766 | New | Q4 2025 | Feb 10, 2026 |
| Heritage Financial Services, LLC | History | Reduced | 1,766 | 434 | 0.04% | 0.04% | 1890 | -36 | -2.0% | Q4 2025 | Feb 02, 2026 |
| Conservest Capital Advisors, Inc. | History | Added to | 1,764 | 434 | 0.04% | 0.04% | 1889 | +4 | 0.23% | Q4 2025 | Feb 12, 2026 |
| CITY NATIONAL BANK OF FLORIDA /MSD | History | No change | 1,760 | 433 | 0.28% | 0.28% | 1892 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| ENCOMPASS WEALTH ADVISORS, LLC | History | No change | 1,761 | 433 | 0.15% | 0.15% | 1893 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | History | Reduced | 1,758 | 432 | 0.03% | 0.05% | 1895 | -369 | -17.35% | Q4 2025 | Jan 27, 2026 |
| FIRST AMERICAN TRUST, FSB | History | Added to | 1,756 | 432 | 0.03% | 0.03% | 1894 | +124 | 7.6% | Q4 2025 | Feb 11, 2026 |
| Abacus Wealth Partners, LLC | History | Reduced | 1,757 | 432 | 0.04% | 0.06% | 1897 | -54 | -2.98% | Q4 2025 | Feb 05, 2026 |
| Flagstone Financial Management | History | No change | 1,758 | 432 | 0.11% | 0.11% | 1896 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| BIRCHBROOK, INC. | History | Added to | 1,754 | 431 | 0.21% | 0.19% | 1900 | +274 | 18.51% | Q4 2025 | Feb 04, 2026 |
| Financial Life Planners | History | Added to | 1,752 | 431 | 0.31% | 0.28% | 1899 | +25 | 1.45% | Q4 2025 | Jan 29, 2026 |
| Red Door Wealth Management, LLC | History | Added to | 1,753 | 431 | 0.04% | 0.05% | 1898 | +1 | 0.06% | Q4 2025 | Jan 20, 2026 |
| ELCO Management Co., LLC | History | Added to | 1,750 | 430 | 0.27% | 0.22% | 1901 | +20 | 1.16% | Q4 2025 | Feb 04, 2026 |
| AssuredPartners Investment Advisors, LLC | History | New | 1,739 | 427 | 0.06% | — | 1904 | +1,739 | New | Q4 2025 | Feb 03, 2026 |
| Amicus Financial Advisors, LLC | History | New | 1,739 | 427 | 0.12% | — | 1905 | +1,739 | New | Q4 2025 | Mar 02, 2026 |
| Sharkey, Howes & Javer | History | Reduced | 1,735 | 427 | 0.05% | 0.06% | 1903 | -48 | -2.69% | Q4 2025 | Jan 13, 2026 |
| PROFESSIONAL ADVISORY SERVICES INC | History | No change | 1,735 | 427 | 0.06% | 0.05% | 1902 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| One Wealth Advisors, LLC | History | New | 1,734 | 426 | 0.05% | — | 1906 | +1,734 | New | Q4 2025 | Feb 02, 2026 |
| 49 WEALTH MANAGEMENT, LLC | History | Reduced | 1,733 | 426 | 0.03% | 0.04% | 1907 | -101 | -5.51% | Q4 2025 | Feb 04, 2026 |
| Zullo Investment Group, Inc. | History | No change | 1,727 | 425 | 0.16% | 0.15% | 1908 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Dougherty Wealth Advisers LLC | History | Added to | 1,716 | 422 | 0.24% | 0.03% | 1909 | +1,539 | 869.49% | Q4 2025 | Jan 29, 2026 |
| Detalus Advisors, LLC | History | No change | 1,715 | 422 | 0.1% | 0.11% | 1910 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| ADVOCATE GROUP LLC | History | No change | 1,716 | 422 | 0.07% | 0.07% | 1911 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| WAYSTONE ADVISORS LLC | History | New | 1,713 | 421 | 0.36% | — | 1913 | +1,713 | New | Q4 2025 | Feb 09, 2026 |
| Wealthstar Advisors, LLC | History | Reduced | 1,714 | 421 | 0.19% | 0.17% | 1912 | -32 | -1.83% | Q4 2025 | Jan 30, 2026 |
| Innova Wealth Partners | History | Added to | 1,704 | 419 | 0.21% | 0.17% | 1914 | +369 | 27.64% | Q4 2025 | Jan 07, 2026 |
| True Vision MN LLC | History | Reduced | 1,701 | 418 | 0.21% | 0.22% | 1916 | -27 | -1.56% | Q4 2025 | Jan 14, 2026 |
| Atlas Private Wealth Advisors | History | Reduced | 1,699 | 418 | 0.1% | 0.1% | 1915 | -1 | -0.06% | Q4 2025 | Feb 05, 2026 |
| NATURAL INVESTMENTS, LLC | History | New | 1,695 | 417 | 0.1% | — | 1917 | +1,695 | New | Q4 2025 | Jan 23, 2026 |
| Rockwood Wealth Management, LLC | History | Reduced | 1,695 | 417 | 0.03% | 0.03% | 1919 | -70 | -3.97% | Q4 2025 | Jan 29, 2026 |
| Smallwood Wealth Investment Management, LLC | History | Reduced | 1,695 | 417 | 0.22% | 0.21% | 1918 | -8 | -0.47% | Q4 2025 | Jan 23, 2026 |
| Total Wealth Planning & Management, Inc. | History | New | 1,692 | 416 | 0.31% | — | 1922 | +1,692 | New | Q4 2025 | Feb 11, 2026 |
| Tradewinds, LLC. | History | Reduced | 1,690 | 416 | 0.1% | 0.1% | 1921 | -95 | -5.32% | Q4 2025 | Feb 13, 2026 |
| ARTHUR M. COHEN & ASSOCIATES, LLC | History | No change | 1,694 | 416 | 0.07% | 0.07% | 1920 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| North Capital, Inc. | History | Added to | 1,687 | 415 | 0.36% | 0.31% | 1923 | +40 | 2.43% | Q4 2025 | Feb 18, 2026 |
| CASTLE WEALTH MANAGEMENT LLC | History | Added to | 1,683 | 414 | 0.14% | 0.11% | 1925 | +287 | 20.56% | Q4 2025 | Jan 22, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | Added to | 1,683 | 414 | 0.13% | 0.12% | 1924 | +222 | 15.2% | Q4 2025 | Jan 07, 2026 |
| Octavia Wealth Advisors, LLC | History | Reduced | 1,674 | 412 | 0.04% | 0.04% | 1926 | -38 | -2.22% | Q4 2025 | Jan 23, 2026 |
| TCI Wealth Advisors, Inc. | History | Reduced | 1,673 | 411 | 0.02% | 0.03% | 1927 | -206 | -10.96% | Q4 2025 | Feb 02, 2026 |
| Xcel Wealth Management, LLC | History | No change | 1,671 | 411 | 0.1% | 0.11% | 1928 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Purkiss Capital Advisors LLC | History | Reduced | 1,668 | 410 | 0.19% | 0.21% | 1929 | -170 | -9.25% | Q4 2025 | Feb 04, 2026 |
| Beacon Capital Management, LLC | History | Reduced | 1,662 | 409 | 0.06% | 0.06% | 1931 | -171 | -9.33% | Q4 2025 | Feb 13, 2026 |
| Pflug Koory, LLC | History | No change | 1,665 | 409 | 0.19% | 0.19% | 1930 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| S.A. Mason LLC | History | No change | 1,660 | 408 | 0.16% | 0.18% | 1932 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| RiverFront Investment Group, LLC | History | Reduced | 1,655 | 407 | 0.01% | 0.01% | 1934 | -314 | -15.95% | Q4 2025 | Feb 05, 2026 |
| SAGE FINANCIAL GROUP INC | History | No change | 1,654 | 407 | 0.03% | 0.03% | 1933 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP | History | No change | 1,639 | 407 | 0.24% | 0.23% | 1935 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| Jordan Park Group LLC | History | Reduced | 1,653 | 406 | 0.02% | 0.04% | 1936 | -1,150 | -41.03% | Q4 2025 | Feb 10, 2026 |
| PVG ASSET MANAGEMENT CORP | History | New | 1,646 | 405 | 0.86% | — | 1937 | +1,646 | New | Q4 2025 | Jan 30, 2026 |
| Midwest Financial Group LLC | History | Reduced | 1,648 | 405 | 0.18% | 0.19% | 1940 | -30 | -1.79% | Q4 2025 | Jan 20, 2026 |
| Quadrant Private Wealth Management, LLC | History | No change | 1,648 | 405 | 0.07% | 0.07% | 1938 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Inlet Private Wealth, LLC | History | No change | 1,649 | 405 | 0.09% | 0.09% | 1939 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| WASHINGTON TRUST BANK | History | Added to | 1,643 | 404 | 0.03% | 0.02% | 1941 | +570 | 53.12% | Q4 2025 | Feb 04, 2026 |
| D.B. Root & Company, LLC | History | Added to | 1,645 | 404 | 0.1% | 0.1% | 1942 | +8 | 0.49% | Q4 2025 | Feb 03, 2026 |
| Flower City Capital | History | No change | 1,644 | 404 | 0.21% | 0.21% | 1943 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Omnia Family Wealth, LLC | History | Reduced | 1,638 | 403 | 0.12% | 2.1% | 1944 | -25,084 | -93.87% | Q4 2025 | Jan 16, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | No change | 1,639 | 403 | 0.07% | 0.07% | 1945 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Legend Capital Advisors LLC | History | New | 1,637 | 402 | 0.22% | — | 1946 | +1,637 | New | Q4 2025 | Feb 17, 2026 |
| MERITAGE PORTFOLIO MANAGEMENT | History | Added to | 1,630 | 401 | 0.03% | 0.03% | 1947 | +8 | 0.49% | Q4 2025 | Jan 27, 2026 |
| Westover Capital Advisors, LLC | History | Added to | 1,632 | 401 | 0.07% | 0.07% | 1948 | +3 | 0.18% | Q4 2025 | Feb 09, 2026 |
| Truepoint, Inc. | History | No change | 1,629 | 400 | 0.01% | 0.01% | 1949 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Investmark Advisory Group LLC | History | Added to | 1,622 | 399 | 0.17% | 0.17% | 1950 | +2 | 0.12% | Q4 2025 | Jan 28, 2026 |
| Gemmer Asset Management LLC | History | Reduced | 1,619 | 398 | 0.03% | 0.04% | 1952 | -391 | -19.45% | Q4 2025 | Jan 23, 2026 |
| Vickerman Investment Advisors, Inc. | History | Reduced | 1,617 | 398 | 0.08% | 0.08% | 1953 | -24 | -1.46% | Q4 2025 | Feb 12, 2026 |
| KLINGENSTEIN FIELDS & CO LP | History | No change | 1,619 | 398 | 0.01% | 0.01% | 1951 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Stonehage Fleming Financial Services Holdings Ltd | History | No change | 1,616 | 397 | 0.01% | 0.01% | 1954 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Tenon Financial LLC | History | No change | 1,614 | 397 | 0.17% | 0.2% | 1955 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Harrington Investments, INC | History | No change | 1,610 | 396 | 0.2% | 0.19% | 1956 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Cynosure Group, LLC | History | Added to | 3,334 | 395 | 0.04% | 0.05% | 1959 | +1,368 | 69.58% | Q4 2025 | Feb 17, 2026 |
| Sterling Capital Management LLC | History | Reduced | 1,607 | 395 | 0.01% | 0.01% | 1957 | -39 | -2.37% | Q4 2025 | Feb 13, 2026 |
| LMCG INVESTMENTS, LLC | History | Reduced | 1,606 | 395 | 0.02% | 0.02% | 1958 | -35 | -2.13% | Q4 2025 | Feb 03, 2026 |
| Nicollet Investment Management, Inc. | History | No change | 1,599 | 394 | 0.12% | 0.13% | 1960 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| McMillan Office, Inc. | History | New | 1,600 | 393 | 0.05% | — | 1963 | +1,600 | New | Q4 2025 | Feb 12, 2026 |
| BNC WEALTH MANAGEMENT, LLC | History | Added to | 1,597 | 393 | 0.1% | 0.09% | 1962 | +109 | 7.33% | Q4 2025 | Jan 22, 2026 |
| Successful Portfolios LLC | History | Reduced | 1,514 | 393 | 0.2% | 0.21% | 1961 | -5 | -0.33% | Q4 2025 | Jan 23, 2026 |
| Polaris Investment Advisors, LLC | History | New | 1,590 | 391 | 0.28% | — | 1964 | +1,590 | New | Q4 2025 | Jan 15, 2026 |
| Wealthcare Capital Partners, LLC | History | Added to | 1,587 | 390 | 0.18% | 0.17% | 1968 | +34 | 2.19% | Q4 2025 | Jan 14, 2026 |
| KilterHowling LLC | History | Added to | 1,585 | 390 | 0.2% | 0.21% | 1966 | +5 | 0.32% | Q4 2025 | Feb 13, 2026 |
| Apollon Financial, LLC | History | Added to | 1,588 | 390 | 0.06% | 0.06% | 1967 | +5 | 0.32% | Q4 2025 | Jan 22, 2026 |
| NICHOLS & PRATT ADVISERS LLP /MA | History | No change | 1,585 | 390 | 0.02% | 0.02% | 1965 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Trek Financial, LLC | History | Reduced | 1,581 | 389 | 0.02% | 0.04% | 1970 | -1,154 | -42.19% | Q4 2025 | Feb 04, 2026 |
| Plan A Wealth LLC | History | Reduced | 1,583 | 389 | 0.19% | 0.21% | 1971 | -100 | -5.94% | Q4 2025 | Feb 06, 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | History | Reduced | 1,583 | 389 | 0.02% | 0.02% | 1969 | -10 | -0.63% | Q4 2025 | Feb 17, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Reduced | 1,578 | 388 | 0.04% | 0.05% | 1972 | -8 | -0.5% | Q4 2025 | Jan 09, 2026 |
| Exchange Bank | History | Reduced | 1,576 | 387 | 0.27% | 0.5% | 1975 | -1,417 | -47.34% | Q4 2025 | Jan 13, 2026 |
| GRIFFIN ASSET MANAGEMENT, INC. | History | Added to | 1,575 | 387 | 0.04% | 0.03% | 1973 | +466 | 42.02% | Q4 2025 | Feb 06, 2026 |
| BOS Asset Management, LLC | History | No change | 1,574 | 387 | 0.1% | 0.11% | 1974 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Ridge Creek Global, Inc | History | New | 1,570 | 386 | 0.32% | — | 1977 | +1,570 | New | Q4 2025 | Feb 13, 2026 |
| Peoples Bank/KS | History | No change | 1,569 | 386 | 0.39% | 0.38% | 1976 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Wellington Shields Capital Management, LLC | History | Added to | 1,553 | 382 | 0.06% | 0.04% | 1978 | +550 | 54.84% | Q4 2025 | Feb 09, 2026 |
| Mirador Capital Partners LP | History | Reduced | 1,552 | 382 | 0.05% | 0.06% | 1979 | -185 | -10.65% | Q4 2025 | Jan 14, 2026 |
| InvesTrust | History | Added to | 1,553 | 382 | 0.15% | 0.14% | 1980 | +15 | 0.98% | Q4 2025 | Jan 14, 2026 |
| Insight Wealth Strategies, LLC | History | Added to | 1,545 | 380 | 0.04% | 0.04% | 1981 | +5 | 0.32% | Q4 2025 | Jan 02, 2026 |
| Whalen Wealth Management Inc. | History | New | 1,542 | 379 | 0.2% | — | 1983 | +1,542 | New | Q4 2025 | Jan 20, 2026 |
| Ipswich Investment Management Co., Inc. | History | New | 1,540 | 379 | 0.09% | — | 1982 | +1,540 | New | Q4 2025 | Jan 16, 2026 |
| ROVIN CAPITAL /UT/ /ADV | History | Added to | 1,537 | 378 | 0.1% | 0.09% | 1984 | +26 | 1.72% | Q4 2025 | Feb 09, 2026 |
| ENTREWEALTH, LLC | History | No change | 1,425 | 377 | 0.17% | 0.18% | 1985 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| EAGLE GLOBAL ADVISORS LLC | History | Reduced | 1,530 | 376 | 0.01% | 0.01% | 1986 | -55 | -3.47% | Q4 2025 | Jan 28, 2026 |
| Seros Financial, LLC | History | New | 1,527 | 375 | 0.22% | — | 1990 | +1,527 | New | Q4 2025 | Feb 06, 2026 |
| Plotkin Financial Advisors, LLC | History | Reduced | 1,527 | 375 | 0.18% | 0.21% | 1989 | -219 | -12.54% | Q4 2025 | Feb 19, 2026 |
| Rinkey Investments | History | Added to | 1,526 | 375 | 0.1% | 0.1% | 1987 | +40 | 2.69% | Q4 2025 | Feb 04, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Added to | 1,526 | 375 | 0.08% | 0.08% | 1988 | +4 | 0.26% | Q4 2025 | Jan 16, 2026 |
| McCollum Christoferson Group LLC | History | Added to | 1,522 | 374 | 0.11% | 0.1% | 1992 | +27 | 1.81% | Q4 2025 | Jan 09, 2026 |
| CIM INVESTMENT MANAGEMENT INC | History | No change | 1,522 | 374 | 0.1% | 0.1% | 1991 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | History | Reduced | 1,518 | 373 | 0.06% | 0.07% | 1993 | -36 | -2.32% | Q4 2025 | Feb 03, 2026 |
| STALEY CAPITAL ADVISERS INC | History | Reduced | 1,516 | 373 | 0.02% | 0.02% | 1994 | -25 | -1.62% | Q4 2025 | Feb 05, 2026 |
| Ellevest, Inc. | History | Reduced | 1,512 | 372 | 0.05% | 0.06% | 1995 | -184 | -10.85% | Q4 2025 | Feb 10, 2026 |
| Latitude Advisors, LLC | History | Reduced | 1,510 | 371 | 0.16% | 0.19% | 1996 | -200 | -11.7% | Q4 2025 | Jan 27, 2026 |
| Gallacher Capital Management LLC | History | New | 1,505 | 370 | 0.14% | — | 1997 | +1,505 | New | Q4 2025 | Feb 03, 2026 |
| SPIREPOINT PRIVATE CLIENT, LLC | History | No change | 1,505 | 370 | 0.04% | 0.04% | 1998 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Breakwater Investment Management | History | No change | 1,504 | 370 | 0.13% | 0.13% | 1999 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Praetorian Wealth Management, Inc. | History | New | 1,502 | 369 | 0.07% | — | 2002 | +1,502 | New | Q4 2025 | Jan 14, 2026 |