VANGUARD SPECIALIZED FUNDS - VIG
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 16 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Added to | 24,739,680 | 5,437,286 | 0.4% | 0.31% | 1 | +3,448,292 | 16.2% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 12,774,029 | 2,807,476 | 0.17% | 0.16% | 2 | +247,444 | 1.98% | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 10,814,160 | 2,376,736 | 0.43% | 0.43% | 3 | +228,122 | 2.15% | Q4 2025 | Feb 13, 2026 |
| VANGUARD GROUP INC | History | Added to | 10,690,700 | 2,349,601 | 0.03% | 0.03% | 4 | +130,639 | 1.24% | Q4 2025 | Jan 29, 2026 |
| Wealthfront Advisers LLC | History | Added to | 9,879,191 | 2,171,248 | 4.85% | 4.86% | 5 | +287,085 | 2.99% | Q4 2025 | Jan 30, 2026 |
| LPL Financial LLC | History | Added to | 6,909,821 | 1,518,640 | 0.41% | 0.43% | 6 | +31,765 | 0.46% | Q4 2025 | Feb 11, 2026 |
| UBS Group AG | History | Reduced | 6,258,850 | 1,375,570 | 0.22% | 0.21% | 7 | -71,860 | -1.14% | Q4 2025 | Jan 29, 2026 |
| HB Wealth Management, LLC | History | Added to | 5,705,891 | 1,241,057 | 8.03% | 7.97% | 8 | +194,577 | 3.53% | Q4 2025 | Jan 28, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 5,591,809 | 1,228,967 | 0.38% | 0.37% | 9 | +263,218 | 4.94% | Q4 2025 | Feb 18, 2026 |
| ROYAL BANK OF CANADA | History | New | 4,159,179 | 914,105 | 0.15% | — | 10 | +4,159,179 | New | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 3,244,650 | 713,109 | 0.04% | 0.04% | 11 | +127,711 | 4.1% | Q4 2025 | Feb 11, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 2,700,391 | 598,055 | 0.72% | 0.7% | 12 | -10,797 | -0.4% | Q4 2025 | Feb 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 2,617,848 | 575,528 | 0.13% | 0.12% | 13 | +100,973 | 4.01% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 2,571,410 | 565,144 | 0.75% | 0.79% | 14 | -266,595 | -9.39% | Q4 2025 | Feb 12, 2026 |
| HighTower Advisors, LLC | History | Added to | 2,357,937 | 518,227 | 0.57% | 0.57% | 15 | +12,038 | 0.51% | Q4 2025 | Feb 06, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 2,297,764 | 505,002 | 0.15% | 0.14% | 16 | +23,397 | 1.03% | Q4 2025 | Feb 10, 2026 |
| McCarthy & Cox | History | Reduced | 2,263 | 497,429 | 6.03% | 4.94% | 17 | -98,123 | -97.75% | Q4 2025 | Jan 23, 2026 |
| SIGNATUREFD, LLC | History | Added to | 2,147,173 | 471,905 | 7.21% | 6.93% | 18 | +110,938 | 5.45% | Q4 2025 | Jan 20, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 1,888,222 | 415,194 | 0.61% | 0.55% | 19 | +57,230 | 3.13% | Q4 2025 | Feb 17, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 1,736,188 | 381,579 | 0.23% | 0.23% | 20 | +193,353 | 12.53% | Q4 2025 | Feb 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 1,572,682 | 352,393 | 0.48% | 0.49% | 21 | +92,905 | 6.28% | Q4 2025 | Jan 08, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 1,576,329 | 346,445 | 0.22% | 0.23% | 22 | -46,518 | -2.87% | Q4 2025 | Feb 10, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 1,550,778 | 340,829 | 3.94% | 3.99% | 23 | -45,188 | -2.83% | Q4 2025 | Jan 21, 2026 |
| Mariner, LLC | History | Added to | 1,392,298 | 306,000 | 0.36% | 0.39% | 24 | +7,065 | 0.51% | Q4 2025 | Feb 13, 2026 |
| Corient Private Wealth LLC | History | Reduced | 1,365,472 | 294,933 | 0.4% | 0.54% | 25 | -208,194 | -13.23% | Q4 2025 | Mar 09, 2026 |
| Joel Isaacson & Co., LLC | History | Added to | 1,318,257 | 289,726 | 9.57% | 10.04% | 26 | +29,430 | 2.28% | Q4 2025 | Jan 30, 2026 |
| Howard Capital Management Inc. | History | No change | 1,231,457 | 270,649 | 3.5% | 3.51% | 27 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Waverly Advisors, LLC | History | Added to | 1,216,612 | 267,387 | 2.16% | 2.01% | 28 | +284,197 | 30.48% | Q4 2025 | Feb 17, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 1,205,106 | 264,858 | 0.5% | 0.53% | 29 | -5,298 | -0.44% | Q4 2025 | Feb 17, 2026 |
| Trust Point Inc. | History | Added to | 1,201,786 | 264,128 | 20.86% | 20.77% | 30 | +10,102 | 0.85% | Q4 2025 | Jan 13, 2026 |
| Cetera Investment Advisers | History | Reduced | 1,175,067 | 258,256 | 0.28% | 0.31% | 31 | -41,516 | -3.41% | Q4 2025 | Feb 17, 2026 |
| Creative Planning | History | Added to | 1,126,535 | 247,589 | 0.18% | 0.18% | 32 | +9,262 | 0.83% | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 1,069,026 | 234,950 | 0.04% | 0.04% | 33 | -25,667 | -2.34% | Q4 2025 | Feb 10, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 1,058,581 | 232,662 | 0.21% | 0.2% | 34 | +18,704 | 1.8% | Q4 2025 | Feb 13, 2026 |
| MAI Capital Management | History | Reduced | 996,705 | 219,055 | 1.26% | 1.36% | 35 | -11,823 | -1.17% | Q4 2025 | Feb 13, 2026 |
| BROWN ADVISORY INC | History | Added to | 978,762 | 215,112 | 0.3% | 0.27% | 36 | +628 | 0.06% | Q4 2025 | Feb 13, 2026 |
| ASPIRIANT, LLC | History | Reduced | 954,027 | 209,675 | 6.02% | 6.39% | 37 | -14,506 | -1.5% | Q4 2025 | Jan 20, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 894,996 | 196,712 | 0.16% | — | 38 | +894,996 | New | Q4 2025 | Feb 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 860,343 | 189,086 | 0.5% | 0.52% | 39 | -19,057 | -2.17% | Q4 2025 | Feb 05, 2026 |
| Cerity Partners LLC | History | Added to | 857,698 | 188,505 | 0.27% | 0.23% | 40 | +188,735 | 28.21% | Q4 2025 | Feb 11, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 857,525 | 188,466 | 0.25% | 0.25% | 41 | -2,690 | -0.31% | Q4 2025 | Feb 02, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 828,705 | 182,132 | 0.33% | 0.3% | 42 | +126,796 | 18.06% | Q4 2025 | Mar 16, 2026 |
| Cresset Asset Management, LLC | History | Added to | 779,047 | 171,218 | 0.72% | 0.65% | 43 | +85,737 | 12.37% | Q4 2025 | Feb 17, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 772,653 | 170,121 | 0.26% | 0.28% | 44 | +1,375 | 0.18% | Q4 2025 | Feb 18, 2026 |
| Confluence Wealth Services, Inc. | History | Added to | 771,539 | 169,568 | 7.02% | 7.69% | 45 | +48,673 | 6.73% | Q4 2025 | Jan 28, 2026 |
| DAVENPORT & Co LLC | History | Added to | 760,858 | 167,221 | 0.89% | 0.81% | 46 | +60,774 | 8.68% | Q4 2025 | Jan 12, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 753,580 | 165,621 | 0.06% | 0.06% | 47 | -3,544 | -0.47% | Q4 2025 | Feb 12, 2026 |
| Nicholas Hoffman & Company, LLC. | History | Added to | 747,782 | 164,347 | 3.81% | 3.9% | 48 | +2,044 | 0.27% | Q4 2025 | Feb 02, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 717,447 | 157,680 | 0.02% | 0.02% | 49 | +22,055 | 3.17% | Q4 2025 | Mar 25, 2026 |
| Focus Partners Wealth | History | Reduced | 688,833 | 151,342 | 0.17% | 0.25% | 50 | -18,648 | -2.64% | Q4 2025 | Feb 13, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 673,554 | 148,033 | 0.4% | 0.38% | 51 | +6,943 | 1.04% | Q4 2025 | Feb 17, 2026 |
| Diversified Enterprises, LLC | History | Added to | 665,052 | 146,165 | 8.69% | 9.3% | 52 | +24,761 | 3.87% | Q4 2025 | Jan 28, 2026 |
| Baird Financial Group, Inc. | History | Added to | 640,862 | 140,848 | 0.22% | 0.22% | 53 | +7,077 | 1.12% | Q4 2025 | Feb 13, 2026 |
| Align Financial, LLC | History | New | 138,461 | 138,461 | 0.08% | — | 54 | +138,461 | New | Q4 2025 | Feb 17, 2026 |
| Private Advisor Group, LLC | History | Added to | 617,239 | 135,656 | 0.64% | 0.65% | 55 | +161 | 0.03% | Q4 2025 | Feb 17, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 590,724 | 129,829 | 0.32% | 0.34% | 56 | +5,413 | 0.92% | Q4 2025 | Feb 13, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 584,802 | 128,528 | 0.29% | 0.28% | 57 | +28,970 | 5.21% | Q4 2025 | Feb 11, 2026 |
| &PARTNERS | History | Added to | 575,385 | 127,508 | 0.67% | 0.73% | 58 | +51,266 | 9.78% | Q4 2025 | Feb 17, 2026 |
| GLENMEDE TRUST CO NA | History | New | 570,930 | 125,478 | 0.59% | — | 59 | +570,930 | New | Q4 2025 | Feb 17, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 541,017 | 118,904 | 0.49% | 0.39% | 60 | +142,527 | 35.77% | Q4 2025 | Feb 13, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 488,974 | 107,466 | 0.34% | 0.35% | 61 | -17,128 | -3.38% | Q4 2025 | Feb 02, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 473,415 | 104,047 | 0.57% | 1.14% | 62 | -522,461 | -52.46% | Q4 2025 | Jan 29, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 471,538 | 103,634 | 0.57% | 0.56% | 63 | +18,745 | 4.14% | Q4 2025 | Feb 12, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 469,285 | 103,139 | 2.2% | 2.25% | 64 | +6,069 | 1.31% | Q4 2025 | Feb 05, 2026 |
| LM Advisors LLC | History | Reduced | 22,147 | 100,763 | 1.81% | 3.11% | 65 | -77,773 | -77.84% | Q4 2025 | Feb 13, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 451,838 | 99,305 | 0.02% | 0.02% | 66 | +6,971 | 1.57% | Q4 2025 | Feb 11, 2026 |
| FMR LLC | History | Added to | 449,187 | 98,722 | 0.01% | 0.0% | 67 | +10,902 | 2.49% | Q4 2025 | Feb 17, 2026 |
| Haverford Trust Co | History | Added to | 402,947 | 88,559 | 0.79% | 0.76% | 68 | +13,820 | 3.55% | Q4 2025 | Feb 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 382,031 | 83,962 | 0.05% | 0.05% | 69 | +24,777 | 6.94% | Q4 2025 | Feb 06, 2026 |
| 360 Financial, Inc. | History | Added to | 380,314 | 83,585 | 25.26% | 24.96% | 70 | +20,710 | 5.76% | Q4 2025 | Feb 13, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 364,855 | 80,187 | 0.24% | 0.22% | 71 | +26,463 | 7.82% | Q4 2025 | Feb 13, 2026 |
| NewEdge Advisors, LLC | History | Added to | 356,184 | 78,282 | 0.28% | 0.33% | 72 | +21,474 | 6.42% | Q4 2025 | Feb 18, 2026 |
| Systematic Alpha Investments, LLC | History | No change | 353,000 | 77,582 | 2.42% | 2.51% | 73 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 348,480 | 76,588 | 0.43% | 0.35% | 74 | +81,658 | 30.6% | Q4 2025 | Feb 03, 2026 |
| Hubbell Strickland Wealth Management, LLC | History | Reduced | 344,235 | 75,655 | 30.44% | 30.77% | 75 | -2,355 | -0.68% | Q4 2025 | Jan 20, 2026 |
| Stokes Family Office, LLC | History | Reduced | 342,887 | 75,359 | 6.89% | 9.0% | 76 | -96,233 | -21.91% | Q4 2025 | Feb 18, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 336,436 | 73,942 | 0.63% | 0.54% | 77 | +13,625 | 4.22% | Q4 2025 | Jan 05, 2026 |
| Brookstone Capital Management | History | Added to | 329,974 | 72,521 | 0.83% | 0.82% | 78 | +10,567 | 3.31% | Q4 2025 | Jan 15, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | History | Added to | 317,797 | 69,845 | 2.91% | 2.87% | 79 | +7,299 | 2.35% | Q4 2025 | Feb 13, 2026 |
| Perfromance Wealth Partners, LLC | History | Reduced | 314,584 | 69,139 | 1.87% | 1.9% | 80 | -1,250 | -0.4% | Q4 2025 | Jan 21, 2026 |
| Paragon Capital Management Ltd | History | Reduced | 308,695 | 67,845 | 13.5% | 12.66% | 81 | -3,190 | -1.02% | Q4 2025 | Jan 22, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 304,599 | 66,944 | 0.47% | 0.5% | 82 | +30,116 | 10.97% | Q4 2025 | Feb 18, 2026 |
| Advisor OS, LLC | History | Added to | 303,355 | 66,671 | 5.37% | 5.42% | 83 | +12,427 | 4.27% | Q4 2025 | Feb 04, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Added to | 301,164 | 66,189 | 0.72% | 0.23% | 84 | +205,832 | 215.91% | Q4 2025 | Feb 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 295,121 | 64,861 | 0.01% | 0.01% | 85 | -82,706 | -21.89% | Q4 2025 | Feb 17, 2026 |
| MJP ASSOCIATES INC /ADV | History | Added to | 294,138 | 64,645 | 8.09% | 7.88% | 86 | +16,836 | 6.07% | Q4 2025 | Feb 06, 2026 |
| Berkshire Money Management, Inc. | History | Reduced | 283,087 | 62,216 | 5.94% | 6.29% | 87 | -2 | -0.0% | Q4 2025 | Jan 27, 2026 |
| PDS Planning, Inc | History | Added to | 277,806 | 61,056 | 4.08% | 4.12% | 88 | +1,771 | 0.64% | Q4 2025 | Jan 26, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 274,489 | 60,327 | 0.41% | 0.46% | 89 | -14,200 | -4.92% | Q4 2025 | Feb 17, 2026 |
| True Link Financial Advisors, LLC | History | Added to | 270,984 | 59,556 | 3.62% | 1.88% | 90 | +135,391 | 99.85% | Q4 2025 | Jan 29, 2026 |
| PLANNING ALTERNATIVES LTD /ADV | History | Reduced | 267,563 | 58,804 | 7.41% | 7.46% | 91 | -1,477 | -0.55% | Q4 2025 | Feb 06, 2026 |
| Provenance Wealth Advisors, LLC | History | Reduced | 265,824 | 58,422 | 6.47% | 7.6% | 92 | -6,648 | -2.44% | Q4 2025 | Jan 26, 2026 |
| Enclave Advisors LLC | History | Reduced | 265,206 | 58,287 | 8.26% | 9.14% | 93 | -12,096 | -4.36% | Q4 2025 | Jan 14, 2026 |
| Evensky & Katz LLC | History | Added to | 260,157 | 57,177 | 3.23% | 3.23% | 94 | +2,432 | 0.94% | Q4 2025 | Feb 05, 2026 |
| US BANCORP \DE\ | History | Reduced | 252,156 | 55,419 | 0.06% | 0.06% | 95 | -1,697 | -0.67% | Q4 2025 | Jan 30, 2026 |
| Wealth Architects, LLC | History | Added to | 245,249 | 53,900 | 4.86% | 4.97% | 96 | +1,187 | 0.49% | Q4 2025 | Feb 17, 2026 |
| GLOBALT Investments LLC / GA | History | Reduced | 240,847 | 52,933 | 1.93% | 1.91% | 97 | -2,113 | -0.87% | Q4 2025 | Feb 06, 2026 |
| Principle Wealth Partners LLC | History | Reduced | 231,695 | 50,922 | 2.87% | 3.06% | 98 | -12,538 | -5.13% | Q4 2025 | Feb 06, 2026 |
| NORTHERN TRUST CORP | History | Added to | 230,229 | 50,599 | 0.01% | 0.01% | 99 | +11,940 | 5.47% | Q4 2025 | Feb 17, 2026 |
| Noble Family Wealth, LLC | History | Added to | 225,987 | 49,667 | 10.47% | 10.55% | 100 | +4,317 | 1.95% | Q4 2025 | Jan 07, 2026 |
| New England Private Wealth Advisors LLC | History | Reduced | 225,971 | 49,663 | 6.18% | 6.46% | 101 | -1,289 | -0.57% | Q4 2025 | Feb 13, 2026 |
| Avantax Planning Partners, Inc. | History | Reduced | 225,257 | 49,506 | 1.38% | 1.45% | 102 | -9,247 | -3.94% | Q4 2025 | Feb 05, 2026 |
| Intellus Advisors LLC | History | Added to | 219,825 | 48,313 | 6.41% | 6.46% | 103 | +792 | 0.36% | Q4 2025 | Feb 06, 2026 |
| CITIGROUP INC | History | Reduced | 213,122 | 46,840 | 0.02% | 0.02% | 104 | -8,555 | -3.86% | Q4 2025 | Feb 13, 2026 |
| Pathstone Holdings, LLC | History | New | 212,965 | 46,805 | 0.18% | — | 105 | +212,965 | New | Q4 2025 | Feb 13, 2026 |
| Capital Advisors Wealth Management, LLC | History | Added to | 206,552 | 45,396 | 6.18% | 6.14% | 106 | +7,067 | 3.54% | Q4 2025 | Jan 21, 2026 |
| E&G Advisors, LP | History | Reduced | 201,209 | 44,162 | 9.88% | 10.16% | 107 | -1,245 | -0.61% | Q4 2025 | Jan 23, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | History | Added to | 200,557 | 44,078 | 6.88% | 7.51% | 108 | +10,941 | 5.77% | Q4 2025 | Feb 03, 2026 |
| HOWARD FINANCIAL SERVICES, LTD. | History | Added to | 195,818 | 43,036 | 5.03% | 4.98% | 109 | +7,141 | 3.78% | Q4 2025 | Jan 12, 2026 |
| Ballentine Partners, LLC | History | Reduced | 192,392 | 42,283 | 0.59% | 0.58% | 110 | -540 | -0.28% | Q4 2025 | Feb 03, 2026 |
| Frazier Financial Advisors, LLC | History | Added to | 191,779 | 42,149 | 24.96% | 24.73% | 111 | +5,111 | 2.74% | Q4 2025 | Feb 09, 2026 |
| Aurdan Capital Management, LLC | History | Added to | 190,876 | 41,950 | 12.94% | 12.49% | 112 | +8,940 | 4.91% | Q4 2025 | Jan 12, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 190,165 | 41,794 | 0.26% | 0.26% | 113 | +3,175 | 1.7% | Q4 2025 | Jan 29, 2026 |
| Connecticut Wealth Management, LLC | History | Reduced | 190,049 | 41,768 | 1.82% | 1.86% | 114 | -3,686 | -1.9% | Q4 2025 | Feb 12, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 188,762 | 41,486 | 0.51% | 0.5% | 115 | +5,883 | 3.22% | Q4 2025 | Jan 21, 2026 |
| TD Capital Management LLC | History | Reduced | 188,120 | 41,344 | 3.67% | 3.66% | 116 | -473 | -0.25% | Q4 2025 | Feb 26, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 186,924 | 41,082 | 0.47% | 0.64% | 117 | +15,078 | 8.77% | Q4 2025 | Jan 29, 2026 |
| EVOKE WEALTH, LLC | History | Added to | 179,740 | 39,503 | 0.74% | 0.77% | 118 | +4,962 | 2.84% | Q4 2025 | Feb 06, 2026 |
| Florida Trust Wealth Management Co | History | Reduced | 179,530 | 39,457 | 1.09% | 1.12% | 119 | -2,680 | -1.47% | Q4 2025 | Jan 20, 2026 |
| RATIONAL ADVISORS, INC. | History | Reduced | 178,338 | 39,195 | 4.01% | 4.17% | 120 | -16,053 | -8.26% | Q4 2025 | Feb 10, 2026 |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | History | Added to | 177,970 | 39,114 | 5.64% | 5.52% | 121 | +3,121 | 1.78% | Q4 2025 | Feb 06, 2026 |
| American Financial Advisors, LLC | History | Reduced | 177,487 | 39,008 | 5.04% | 5.13% | 122 | -6,900 | -3.74% | Q4 2025 | Feb 03, 2026 |
| WEST PACES ADVISORS INC. | History | Added to | 175,966 | 38,673 | 7.48% | 7.34% | 123 | +5,116 | 2.99% | Q4 2025 | Jan 21, 2026 |
| Laurel Wealth Advisors LLC | History | Added to | 174,743 | 38,404 | 5.08% | 5.25% | 124 | +697 | 0.4% | Q4 2025 | Jan 30, 2026 |
| Clearstead Advisors, LLC | History | Added to | 174,624 | 38,378 | 0.48% | 0.47% | 125 | +10,088 | 6.13% | Q4 2025 | Feb 09, 2026 |
| Prodigy Asset Management LLC | History | Added to | 172,617 | 37,937 | 13.32% | 16.55% | 126 | +2,663 | 1.57% | Q4 2025 | Feb 10, 2026 |
| Crews Bank & Trust | History | Added to | 172,154 | 37,836 | 5.41% | 5.03% | 127 | +12,959 | 8.14% | Q4 2025 | Jan 21, 2026 |
| FIDELIS iM, LLC | History | Added to | 171,696 | 37,735 | 14.65% | 14.38% | 128 | +20,812 | 13.79% | Q4 2025 | Jan 23, 2026 |
| Vise Technologies, Inc. | History | Added to | 169,613 | 37,277 | 0.73% | 0.76% | 129 | +75,352 | 79.94% | Q4 2025 | Feb 11, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Added to | 169,034 | 37,160 | 3.32% | 3.73% | 130 | +272 | 0.16% | Q4 2025 | Jan 30, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 168,882 | 37,116 | 0.02% | 0.02% | 131 | +34,446 | 25.62% | Q4 2025 | Feb 17, 2026 |
| Diversified Trust Co | History | Added to | 167,963 | 36,915 | 0.68% | 0.71% | 132 | +3,966 | 2.42% | Q4 2025 | Jan 09, 2026 |
| Arlington Trust Co LLC | History | Reduced | 167,220 | 36,751 | 3.75% | 7.07% | 133 | -14,953 | -8.21% | Q4 2025 | Jan 30, 2026 |
| INVESTMENT ADVISORY SERVICES INC /TX /ADV | History | Added to | 162,534 | 35,721 | 11.17% | 10.93% | 134 | +1,712 | 1.06% | Q4 2025 | Jan 22, 2026 |
| EP Wealth Advisors, LLC | History | New | 161,756 | 35,550 | 0.18% | — | 135 | +161,756 | New | Q4 2025 | Feb 18, 2026 |
| Betterment LLC | History | Added to | 159,921 | 35,147 | 0.07% | 0.07% | 136 | +5,428 | 3.51% | Q4 2025 | Feb 12, 2026 |
| BlackRock, Inc. | History | Added to | 159,627 | 35,082 | 0.0% | 0.0% | 137 | +106,429 | 200.06% | Q4 2025 | Feb 12, 2026 |
| Allworth Financial LP | History | New | 159,395 | 35,031 | 0.14% | — | 138 | +159,395 | New | Q4 2025 | Feb 05, 2026 |
| Buska Wealth Management, LLC | History | Reduced | 159,153 | 34,978 | 12.92% | 13.09% | 139 | -43,019 | -21.28% | Q4 2025 | Jan 22, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 158,053 | 34,742 | 0.26% | — | 140 | +158,053 | New | Q4 2025 | Feb 18, 2026 |
| Human Investing LLC | History | Reduced | 157,578 | 34,632 | 4.89% | 5.12% | 141 | -2,897 | -1.81% | Q4 2025 | Jan 27, 2026 |
| Cornerstone Advisory, LLC | History | Added to | 154,173 | 33,884 | 3.23% | 3.27% | 142 | +70 | 0.05% | Q4 2025 | Jan 28, 2026 |
| M&T BANK CORP | History | Reduced | 153,212 | 33,672 | 0.11% | 0.12% | 143 | -6,493 | -4.07% | Q4 2025 | Jan 30, 2026 |
| AMG National Trust Bank | History | Added to | 153,186 | 33,667 | 0.79% | 0.64% | 144 | +30,977 | 25.35% | Q4 2025 | Jan 30, 2026 |
| Valmark Advisers, Inc. | History | Added to | 153,038 | 33,634 | 0.41% | 0.43% | 145 | +407 | 0.27% | Q4 2025 | Jan 26, 2026 |
| Seneca Financial Advisors LLC | History | Added to | 147,661 | 32,452 | 9.88% | 10.36% | 146 | +673 | 0.46% | Q4 2025 | Jan 26, 2026 |
| Advisory Alpha, LLC | History | Reduced | 147,445 | 32,406 | 0.88% | 0.89% | 147 | -23 | -0.02% | Q4 2025 | Feb 06, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Added to | 147,330 | 32,380 | 0.09% | 0.08% | 148 | +345 | 0.23% | Q4 2025 | Feb 17, 2026 |
| Capital Advisors, Ltd. LLC | History | Reduced | 145,080 | 31,886 | 3.6% | 3.65% | 149 | -4,869 | -3.25% | Q4 2025 | Jan 21, 2026 |
| Quantinno Capital Management LP | History | Added to | 144,180 | 31,688 | 0.06% | 0.07% | 150 | +28,201 | 24.32% | Q4 2025 | Feb 17, 2026 |
| STUDIO INVESTMENT MANAGEMENT LLC | History | Reduced | 144,060 | 31,661 | 5.78% | 5.9% | 151 | -196 | -0.14% | Q4 2025 | Feb 09, 2026 |
| SAPIENT CAPITAL LLC | History | Added to | 141,986 | 31,436 | 0.44% | 0.33% | 152 | +41,038 | 40.65% | Q4 2025 | Feb 05, 2026 |
| Crane Advisory, LLC | History | Added to | 138,104 | 31,157 | 4.71% | 4.7% | 153 | +300 | 0.22% | Q4 2025 | Jan 15, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 139,357 | 30,627 | 0.33% | 0.28% | 154 | +53,466 | 62.25% | Q4 2025 | Jan 23, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 139,256 | 30,605 | 1.8% | 1.99% | 155 | +3,811 | 2.81% | Q4 2025 | Feb 10, 2026 |
| Firestone Capital Management | History | Reduced | 138,672 | 30,477 | 6.47% | 6.56% | 156 | -1,898 | -1.35% | Q4 2025 | Feb 09, 2026 |
| NOVEM GROUP | History | Added to | 138,519 | 30,443 | 3.5% | 3.37% | 157 | +5,095 | 3.82% | Q4 2025 | Jan 27, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 138,366 | 30,407 | 0.12% | 0.13% | 158 | -495 | -0.36% | Q4 2025 | Feb 12, 2026 |
| ProVise Management Group, LLC | History | Reduced | 136,120 | 29,916 | 2.13% | 2.18% | 159 | -639 | -0.47% | Q4 2025 | Jan 29, 2026 |
| KilterHowling LLC | History | Added to | 135,572 | 29,796 | 15.1% | 15.64% | 160 | +5,382 | 4.13% | Q4 2025 | Feb 13, 2026 |
| Klaas Financial Asset Advisors, LLC | History | Added to | 134,157 | 29,484 | 4.28% | 4.29% | 161 | +1,589 | 1.2% | Q4 2025 | Jan 27, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 132,885 | 29,205 | 0.72% | 0.69% | 162 | +10,154 | 8.27% | Q4 2025 | Feb 09, 2026 |
| Horizon Investments, LLC | History | Added to | 130,025 | 28,576 | 0.36% | 0.37% | 163 | +969 | 0.75% | Q4 2025 | Feb 02, 2026 |
| AGF MANAGEMENT LTD | History | Reduced | 129,446 | 28,449 | 0.12% | 0.13% | 164 | -2,895 | -2.19% | Q4 2025 | Feb 17, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | Added to | 128,253 | 28,187 | 1.15% | 0.89% | 165 | +29,645 | 30.06% | Q4 2025 | Jan 16, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Reduced | 127,782 | 28,084 | 0.58% | 0.76% | 166 | -69,228 | -35.14% | Q4 2025 | Feb 05, 2026 |
| Resonant Capital Advisors, LLC | History | Added to | 125,624 | 27,609 | 1.52% | 1.56% | 167 | +1,716 | 1.38% | Q4 2025 | Jan 29, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 125,345 | 27,548 | 1.01% | 1.01% | 168 | +6,681 | 5.63% | Q4 2025 | Feb 06, 2026 |
| CWM, LLC | History | Added to | 125,241 | 27,525 | 0.07% | 0.07% | 169 | +17,783 | 16.55% | Q4 2025 | Jan 26, 2026 |
| Ball & Co Wealth Management Inc. | History | Added to | 124,512 | 27,365 | 17.62% | 13.39% | 170 | +31,254 | 33.51% | Q4 2025 | Jan 23, 2026 |
| McCarthy Asset Management, Inc. | History | Added to | 124,158 | 27,287 | 14.24% | 17.0% | 171 | +1,428 | 1.16% | Q4 2025 | Feb 03, 2026 |
| Compton Wealth Advisory Group, LLC | History | Reduced | 123,326 | 27,104 | 5.92% | 6.2% | 172 | -783 | -0.63% | Q4 2025 | Jan 13, 2026 |
| NORTHEAST INVESTMENT MANAGEMENT | History | Reduced | 123,277 | 27,093 | 1.06% | 1.1% | 173 | -3,827 | -3.01% | Q4 2025 | Feb 04, 2026 |
| Granite FO LLC | History | Reduced | 123,135 | 27,062 | 14.44% | 14.49% | 174 | -527 | -0.43% | Q4 2025 | Feb 06, 2026 |
| Select Asset Management & Trust | History | Added to | 122,631 | 26,952 | 8.38% | 8.09% | 175 | +842 | 0.69% | Q4 2025 | Feb 10, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 122,530 | 26,928 | 0.02% | 0.03% | 176 | +5,194 | 4.43% | Q4 2025 | Feb 17, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Reduced | 122,393 | 26,899 | 2.7% | 2.8% | 177 | -1,962 | -1.58% | Q4 2025 | Jan 27, 2026 |
| Mutual Advisors, LLC | History | Added to | 120,240 | 26,426 | 0.57% | 0.57% | 178 | +807 | 0.68% | Q4 2025 | Feb 02, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 120,020 | 26,378 | 0.3% | 0.31% | 179 | -873 | -0.72% | Q4 2025 | Jan 20, 2026 |
| Carr Financial Group Corp | History | Added to | 119,953 | 26,363 | 7.01% | 7.07% | 180 | +672 | 0.56% | Q4 2025 | Jan 09, 2026 |
| Ariston Services Group | History | No change | 117,216 | 25,761 | 15.11% | 15.24% | 181 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Capital Advantage, Inc. | History | Added to | 116,970 | 25,707 | 3.47% | 3.72% | 182 | +2,328 | 2.03% | Q4 2025 | Jan 07, 2026 |
| Compass Financial Group, INC/SD | History | Added to | 116,071 | 25,510 | 3.64% | 3.76% | 183 | +237 | 0.2% | Q4 2025 | Jan 27, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | Reduced | 115,603 | 25,407 | 2.69% | 2.79% | 184 | -1,044 | -0.9% | Q4 2025 | Jan 09, 2026 |
| Goepper Burkhardt LLC | History | Added to | 115,252 | 25,330 | 8.25% | 7.99% | 185 | +6,659 | 6.13% | Q4 2025 | Feb 09, 2026 |
| MONTAG A & ASSOCIATES INC | History | Reduced | 115,251 | 25,329 | 1.16% | 1.15% | 186 | -264 | -0.23% | Q4 2025 | Feb 02, 2026 |
| Americana Partners, LLC | History | Added to | 114,868 | 25,245 | 0.69% | 0.68% | 187 | +9,911 | 9.44% | Q4 2025 | Feb 06, 2026 |
| Wharton Business Group, LLC | History | Added to | 113,988 | 25,052 | 0.95% | 1.07% | 188 | +280 | 0.25% | Q4 2025 | Feb 11, 2026 |
| GEN Financial Management, INC. | History | Added to | 113,422 | 24,927 | 15.69% | 16.78% | 189 | +23,342 | 25.91% | Q4 2025 | Jan 15, 2026 |
| Prepared Retirement Institute LLC | History | Added to | 113,216 | 24,882 | 12.52% | 12.05% | 190 | +6,040 | 5.64% | Q4 2025 | Jan 29, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 111,977 | 24,610 | 0.48% | 0.5% | 191 | -285 | -0.25% | Q4 2025 | Jan 14, 2026 |
| Cascades Capital Asset Management, LLC | History | Added to | 111,622 | 24,532 | 10.27% | 9.5% | 192 | +11,575 | 11.57% | Q4 2025 | Feb 04, 2026 |
| SouthState Bank Corp | History | Added to | 111,444 | 24,493 | 1.1% | 1.0% | 193 | +10,518 | 10.42% | Q4 2025 | Feb 11, 2026 |
| PFG Advisors | History | Reduced | 111,271 | 24,455 | 1.19% | 1.39% | 194 | -45,818 | -29.17% | Q4 2025 | Jan 27, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 110,610 | 24,309 | 0.3% | 0.31% | 195 | -2,119 | -1.88% | Q4 2025 | Feb 05, 2026 |
| COMERICA BANK | History | Added to | 110,466 | 24,278 | 0.1% | 0.09% | 196 | +4,946 | 4.69% | Q4 2025 | Jan 29, 2026 |
| Retirement Planning Group, LLC | History | Reduced | 110,135 | 24,205 | 0.8% | 0.9% | 197 | -9,348 | -7.82% | Q4 2025 | Feb 03, 2026 |
| SCS Capital Management LLC | History | Reduced | 109,931 | 24,160 | 0.26% | 0.28% | 198 | -10,682 | -8.86% | Q4 2025 | Feb 10, 2026 |
| NewEdge Wealth, LLC | History | Added to | 109,754 | 24,121 | 0.27% | 0.32% | 199 | +6,914 | 6.72% | Q4 2025 | Feb 03, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 109,008 | 23,957 | 0.31% | 0.32% | 200 | -2,718 | -2.43% | Q4 2025 | Feb 09, 2026 |
| Coston, McIsaac & Partners | History | Added to | 106,817 | 23,475 | 5.45% | 5.18% | 201 | +6,050 | 6.0% | Q4 2025 | Feb 03, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 106,600 | 23,428 | 0.0% | 0.0% | 202 | -30,610 | -22.31% | Q4 2025 | Feb 17, 2026 |
| IFP Advisors, Inc | History | Added to | 105,979 | 23,292 | 0.52% | 0.59% | 203 | +9 | 0.01% | Q4 2025 | Feb 06, 2026 |
| Focus Financial Network, Inc. | History | Added to | 105,749 | 23,241 | 0.81% | 0.76% | 204 | +6,853 | 6.93% | Q4 2025 | Jan 12, 2026 |
| Allen Investment Management, LLC | History | Added to | 105,610 | 23,210 | 0.26% | 0.16% | 205 | +40,762 | 62.86% | Q4 2025 | Feb 10, 2026 |
| SimpliFi, Inc. | History | Added to | 104,848 | 23,043 | 9.75% | 5.46% | 206 | +45,726 | 77.34% | Q4 2025 | Jan 23, 2026 |
| Carnegie Investment Counsel | History | Reduced | 104,022 | 22,862 | 0.42% | 0.44% | 207 | -4,866 | -4.47% | Q4 2025 | Jan 23, 2026 |
| Family CFO Inc | History | Added to | 103,759 | 22,804 | 10.2% | 10.31% | 208 | +13 | 0.01% | Q4 2025 | Jan 23, 2026 |
| BURNS J W & CO INC/NY | History | Added to | 103,214 | 22,684 | 2.51% | 2.47% | 209 | +2,065 | 2.04% | Q4 2025 | Jan 12, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 103,146 | 22,669 | 1.0% | 0.94% | 210 | -766 | -0.74% | Q4 2025 | Feb 17, 2026 |
| Lido Advisors, LLC | History | Added to | 103,813 | 22,534 | 0.07% | 0.07% | 211 | +3,344 | 3.33% | Q4 2025 | Feb 10, 2026 |
| Fusion Capital, LLC | History | Added to | 102,197 | 22,460 | 6.32% | 6.38% | 212 | +1,189 | 1.18% | Q4 2025 | Feb 04, 2026 |
| Clarity Wealth Advisors, LLC | History | Added to | 101,764 | 22,365 | 4.56% | 4.76% | 213 | +1,651 | 1.65% | Q4 2025 | Jan 23, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 101,713 | 22,354 | 0.22% | 0.23% | 214 | -1,327 | -1.29% | Q4 2025 | Feb 13, 2026 |
| Western Wealth Management, LLC | History | Reduced | 101,623 | 22,334 | 1.03% | 1.16% | 215 | -263 | -0.26% | Q4 2025 | Feb 05, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 101,142 | 22,229 | 0.57% | 0.57% | 216 | +4,405 | 4.55% | Q4 2025 | Feb 17, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 101,105 | 22,220 | 0.57% | 0.56% | 217 | -873 | -0.86% | Q4 2025 | Feb 03, 2026 |
| JT Stratford LLC | History | Reduced | 100,677 | 22,126 | 2.84% | 3.9% | 218 | -34,245 | -25.38% | Q4 2025 | Feb 12, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | Reduced | 100,388 | 22,063 | 7.26% | 7.34% | 219 | -1,492 | -1.46% | Q4 2025 | Jan 27, 2026 |
| KINTRA WEALTH, LLC | History | New | 100,281 | 22,039 | 3.07% | — | 220 | +100,281 | New | Q4 2025 | Feb 18, 2026 |
| FLYWHEEL PRIVATE WEALTH LLC | History | Added to | 99,543 | 21,877 | 13.66% | 14.07% | 221 | +16,058 | 19.23% | Q4 2025 | Jan 14, 2026 |
| ROMANO BROTHERS AND COMPANY | History | Added to | 99,388 | 21,843 | 2.48% | 2.39% | 222 | +2,402 | 2.48% | Q4 2025 | Jan 14, 2026 |
| ASSOCIATED BANC-CORP | History | Added to | 97,982 | 21,534 | 0.55% | 0.55% | 223 | +1,172 | 1.21% | Q4 2025 | Feb 06, 2026 |
| AMARA FINANCIAL, LLC. | History | Added to | 97,959 | 21,529 | 14.91% | 14.32% | 224 | +7,858 | 8.72% | Q4 2025 | Feb 03, 2026 |
| Mittelman Wealth Management | History | Reduced | 97,957 | 21,529 | 13.99% | 14.67% | 225 | -5,900 | -5.68% | Q4 2025 | Feb 17, 2026 |
| Roof Eidam Maycock Peralta, LLC | History | Added to | 97,721 | 21,477 | 4.87% | 5.03% | 226 | +1,840 | 1.92% | Q4 2025 | Jan 26, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 97,097 | 21,339 | 0.52% | 0.51% | 227 | +621 | 0.64% | Q4 2025 | Feb 13, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 96,734 | 21,260 | 0.31% | 0.29% | 228 | +7,331 | 8.2% | Q4 2025 | Feb 09, 2026 |
| Snider Financial Group | History | Added to | 96,663 | 21,244 | 5.66% | 5.48% | 229 | +3,632 | 3.9% | Q4 2025 | Jan 21, 2026 |
| Addison Advisors LLC | History | Added to | 96,315 | 21,168 | 4.76% | 4.79% | 230 | +604 | 0.63% | Q4 2025 | Feb 06, 2026 |
| JNBA Financial Advisors | History | Reduced | 96,219 | 21,146 | 1.85% | 1.9% | 231 | -578 | -0.6% | Q4 2025 | Jan 26, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 96,040 | 21,107 | 0.06% | 0.04% | 232 | +36,711 | 61.88% | Q4 2025 | Jan 26, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 96,027 | 21,104 | 1.1% | 1.15% | 233 | -506 | -0.52% | Q4 2025 | Feb 05, 2026 |
| Tradition Wealth Management, LLC | History | Reduced | 95,786 | 21,051 | 1.51% | 1.54% | 234 | -737 | -0.76% | Q4 2025 | Feb 11, 2026 |
| Juno Financial Group LLC | History | New | 94,835 | 20,842 | 8.34% | — | 235 | +94,835 | New | Q4 2025 | Jan 28, 2026 |
| Family Manage LLC | History | Reduced | 93,741 | 20,602 | 2.6% | 2.8% | 236 | -612 | -0.65% | Q4 2025 | Feb 17, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 92,487 | 20,327 | 0.03% | 0.03% | 237 | +5,480 | 6.3% | Q4 2025 | Feb 10, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 91,609 | 20,133 | 0.76% | 0.73% | 238 | +3,171 | 3.59% | Q4 2025 | Feb 17, 2026 |
| Wheelhouse Advisory Group LLC | History | Added to | 90,847 | 20,119 | 7.65% | 7.83% | 239 | +6,571 | 7.8% | Q4 2025 | Jan 29, 2026 |
| BIP Wealth, LLC | History | Added to | 91,329 | 20,072 | 0.71% | 0.34% | 240 | +59,825 | 189.9% | Q4 2025 | Jan 21, 2026 |
| Annex Advisory Services, LLC | History | Reduced | 91,233 | 20,051 | 0.38% | 0.44% | 241 | -4,849 | -5.05% | Q4 2025 | Jan 26, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 91,128 | 20,028 | 0.97% | 0.55% | 242 | +49,042 | 116.53% | Q4 2025 | Jan 28, 2026 |
| CENTRAL TRUST Co | History | Reduced | 90,729 | 19,940 | 0.39% | 0.44% | 243 | -6,252 | -6.45% | Q4 2025 | Feb 02, 2026 |
| Raub Brock Capital Management LP | History | Added to | 90,382 | 19,864 | 4.42% | 0.2% | 244 | +86,085 | 2003.37% | Q4 2025 | Jan 15, 2026 |
| Aprio Wealth Management, LLC | History | New | 1,352 | 19,859 | 1.14% | — | 245 | +1,352 | New | Q4 2025 | Jan 29, 2026 |
| FAS Wealth Partners, Inc. | History | Reduced | 89,981 | 19,776 | 1.28% | 1.33% | 246 | -1,300 | -1.42% | Q4 2025 | Feb 18, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 89,870 | 19,751 | 0.26% | 0.26% | 247 | +2,722 | 3.12% | Q4 2025 | Jan 30, 2026 |
| Coastline Complete Wealth LLC | History | New | 88,538 | 19,458 | 12.25% | — | 248 | +88,538 | New | Q4 2025 | Feb 24, 2026 |
| Wingate Wealth Advisors, Inc. | History | Added to | 88,444 | 19,438 | 10.85% | 2.77% | 249 | +69,922 | 377.51% | Q4 2025 | Jan 28, 2026 |
| Whitegate Investment Counselors, Inc. | History | Added to | 88,363 | 19,420 | 6.07% | 6.27% | 250 | +154 | 0.17% | Q4 2025 | Feb 10, 2026 |
| SMITH, MOORE & CO. | History | Added to | 87,953 | 19,330 | 1.46% | 1.42% | 251 | +1,914 | 2.22% | Q4 2025 | Jan 23, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Added to | 87,863 | 19,310 | 1.3% | 1.3% | 253 | +267 | 0.3% | Q4 2025 | Jan 08, 2026 |
| FORBES J M & CO LLP | History | Added to | 87,865 | 19,310 | 1.56% | 1.57% | 252 | +114 | 0.13% | Q4 2025 | Jan 21, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 87,657 | 19,265 | 0.91% | 0.81% | 254 | +1,169 | 1.35% | Q4 2025 | Jan 21, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 86,820 | 19,081 | 0.26% | 0.28% | 255 | +17,609 | 25.44% | Q4 2025 | Feb 06, 2026 |
| Curi Capital, LLC | History | Reduced | 86,712 | 19,057 | 0.33% | 0.35% | 256 | -2,014 | -2.27% | Q4 2025 | Feb 17, 2026 |
| Hapanowicz & Associates Financial Services, Inc | History | Added to | 86,592 | 19,031 | 7.46% | 8.48% | 257 | +1,449 | 1.7% | Q4 2025 | Feb 11, 2026 |
| CM WEALTH ADVISORS LLC | History | Reduced | 86,318 | 18,970 | 4.29% | 4.94% | 258 | -303 | -0.35% | Q4 2025 | Jan 26, 2026 |
| HBK Sorce Advisory LLC | History | Reduced | 81,450 | 18,695 | 0.43% | 0.45% | 259 | -986 | -1.2% | Q4 2025 | Feb 09, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 84,297 | 18,526 | 1.02% | 0.99% | 260 | +3,034 | 3.73% | Q4 2025 | Feb 10, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Reduced | 83,148 | 18,274 | 2.0% | 2.13% | 261 | -3,674 | -4.23% | Q4 2025 | Feb 18, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 83,105 | 18,264 | 0.35% | 0.36% | 262 | -199 | -0.24% | Q4 2025 | Feb 12, 2026 |
| Gotham Asset Management, LLC | History | Added to | 82,792 | 18,196 | 0.07% | 0.05% | 263 | +31,272 | 60.7% | Q4 2025 | Feb 17, 2026 |
| HANOVER ADVISORS INC | History | Reduced | 82,731 | 18,182 | 7.06% | 7.03% | 264 | -1,216 | -1.45% | Q4 2025 | Feb 17, 2026 |
| HM PAYSON & CO | History | Added to | 82,685 | 18,172 | 0.26% | 0.21% | 265 | +15,654 | 23.35% | Q4 2025 | Feb 12, 2026 |
| Nikulski Financial, Inc. | History | Reduced | 81,954 | 18,011 | 4.31% | 5.63% | 266 | -21,836 | -21.04% | Q4 2025 | Jan 15, 2026 |
| Reality Financial Planning Services, LLC | History | New | 80,375 | 17,664 | 16.92% | — | 267 | +80,375 | New | Q4 2025 | Feb 12, 2026 |
| CRA Financial Services, LLC | History | Reduced | 80,169 | 17,619 | 2.31% | 2.4% | 268 | -1,078 | -1.33% | Q4 2025 | Jan 16, 2026 |
| Onyx Bridge Wealth Group LLC | History | Added to | 79,677 | 17,511 | 1.86% | 1.87% | 269 | +47 | 0.06% | Q4 2025 | Feb 18, 2026 |
| KITCHING PARTNERS, LLC | History | Reduced | 79,571 | 17,488 | 15.96% | 16.48% | 270 | -1,297 | -1.6% | Q4 2025 | Feb 18, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 79,433 | 17,457 | 0.13% | 0.13% | 271 | -2,737 | -3.33% | Q4 2025 | Feb 13, 2026 |
| Asset Management Group, Inc. | History | Reduced | 78,307 | 17,210 | 2.78% | 2.78% | 272 | -446 | -0.57% | Q4 2025 | Feb 17, 2026 |
| Councilmark Asset Management, LLC | History | Added to | 78,040 | 17,151 | 9.59% | 7.26% | 273 | +19,346 | 32.96% | Q4 2025 | Feb 09, 2026 |
| D.B. Root & Company, LLC | History | Reduced | 77,878 | 17,116 | 4.18% | 4.32% | 274 | -940 | -1.19% | Q4 2025 | Feb 03, 2026 |
| Martel Wealth Advisors Inc | History | Added to | 77,767 | 17,091 | 2.92% | 2.93% | 275 | +137 | 0.18% | Q4 2025 | Jan 21, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 76,969 | 16,916 | 0.0% | 0.03% | 276 | -547,334 | -87.67% | Q4 2025 | Feb 13, 2026 |
| Merit Financial Group, LLC | History | Added to | 76,610 | 16,837 | 0.14% | 0.15% | 277 | +3,289 | 4.49% | Q4 2025 | Jan 26, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 76,577 | 16,830 | 0.1% | 0.09% | 278 | +19,586 | 34.37% | Q4 2025 | Feb 17, 2026 |
| High Net Worth Advisory Group LLC | History | Reduced | 76,214 | 16,750 | 3.86% | 3.97% | 279 | -232 | -0.3% | Q4 2025 | Jan 23, 2026 |
| Journey Advisory Group, LLC | History | Added to | 76,009 | 16,705 | 1.4% | 1.18% | 280 | +1,963 | 2.65% | Q4 2025 | Jan 27, 2026 |
| Circle Wealth Management, LLC | History | Added to | 75,877 | 16,676 | 0.26% | 0.31% | 281 | +2,067 | 2.8% | Q4 2025 | Feb 13, 2026 |
| HHM Wealth Advisors, LLC | History | Added to | 75,870 | 16,674 | 1.96% | 1.79% | 282 | +4,214 | 5.88% | Q4 2025 | Jan 22, 2026 |
| Visionary Wealth Advisors | History | Added to | 75,712 | 16,640 | 0.75% | 0.7% | 283 | +5,986 | 8.59% | Q4 2025 | Feb 13, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | Added to | 75,524 | 16,598 | 0.77% | 0.76% | 284 | +3,816 | 5.32% | Q4 2025 | Feb 11, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 98,156 | 16,582 | 0.4% | 0.56% | 285 | -36,427 | -27.07% | Q4 2025 | Feb 11, 2026 |
| Composition Wealth, LLC | History | Reduced | 75,029 | 16,489 | 0.24% | 0.24% | 286 | -86 | -0.11% | Q4 2025 | Feb 02, 2026 |
| MOTIVE WEALTH ADVISORS | History | Reduced | 74,567 | 16,388 | 6.98% | 6.97% | 287 | -360 | -0.48% | Q4 2025 | Jan 15, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 74,429 | 16,357 | 0.2% | 0.2% | 288 | +2,350 | 3.26% | Q4 2025 | Jan 29, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 74,400 | 16,351 | 0.0% | 0.0% | 289 | -19,900 | -21.1% | Q4 2025 | Feb 12, 2026 |
| Ancora Advisors LLC | History | Added to | 73,637 | 16,183 | 0.33% | 0.31% | 290 | +2,421 | 3.4% | Q4 2025 | Feb 17, 2026 |
| Accretive Wealth Partners, LLC | History | Reduced | 73,591 | 16,173 | 4.8% | 4.89% | 291 | -734 | -0.99% | Q4 2025 | Jan 28, 2026 |
| Kraft, Davis & Associates, LLC | History | Added to | 71,669 | 16,107 | 3.61% | 3.79% | 292 | +114 | 0.16% | Q4 2025 | Jan 14, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 73,101 | 16,066 | 0.2% | 0.15% | 293 | +13,314 | 22.27% | Q4 2025 | Feb 11, 2026 |
| World Investment Advisors | History | Added to | 72,999 | 16,043 | 0.26% | 0.19% | 294 | +30,413 | 71.42% | Q4 2025 | Mar 12, 2026 |
| Arkadios Wealth Advisors | History | Added to | 72,778 | 15,995 | 0.31% | 0.14% | 295 | +46,312 | 174.99% | Q4 2025 | Feb 13, 2026 |
| Apollon Financial, LLC | History | Added to | 72,745 | 15,987 | 2.32% | 2.55% | 296 | +1,610 | 2.26% | Q4 2025 | Jan 22, 2026 |
| AlphaCore Capital LLC | History | Added to | 72,552 | 15,945 | 0.36% | 0.18% | 297 | +47,589 | 190.64% | Q4 2025 | Feb 05, 2026 |
| MOSAIC FINANCIAL GROUP, LLC | History | Added to | 71,911 | 15,805 | 10.79% | 10.26% | 298 | +5,122 | 7.67% | Q4 2025 | Feb 13, 2026 |
| COZAD ASSET MANAGEMENT INC | History | Reduced | 71,813 | 15,783 | 1.22% | 1.24% | 299 | -458 | -0.63% | Q4 2025 | Feb 13, 2026 |
| WASHINGTON TRUST Co | History | Added to | 71,815 | 15,783 | 0.52% | 0.51% | 300 | +447 | 0.63% | Q4 2025 | Feb 10, 2026 |
| Aspen Grove Capital, LLC | History | Added to | 71,710 | 15,761 | 2.73% | 2.54% | 301 | +1,910 | 2.74% | Q4 2025 | Feb 17, 2026 |
| Marble Wealth, LLC | History | New | 71,525 | 15,719 | 2.18% | — | 302 | +71,525 | New | Q4 2025 | Feb 10, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 71,273 | 15,664 | 0.1% | 0.09% | 303 | +6,278 | 9.66% | Q4 2025 | Jan 27, 2026 |
| SYON CAPITAL LLC | History | Reduced | 71,113 | 15,629 | 0.78% | 0.82% | 304 | -19 | -0.03% | Q4 2025 | Feb 11, 2026 |
| Family Investment Center, Inc. | History | Reduced | 70,775 | 15,555 | 3.14% | 3.27% | 305 | -2,116 | -2.9% | Q4 2025 | Jan 23, 2026 |
| Global Retirement Partners, LLC | History | Added to | 69,878 | 15,357 | 0.27% | 0.34% | 306 | +453 | 0.65% | Q4 2025 | Feb 06, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Added to | 69,186 | 15,314 | 0.45% | 0.06% | 307 | +64,539 | 1388.83% | Q4 2025 | Feb 13, 2026 |
| INTEGRAL INVESTMENT ADVISORS, INC. | History | Added to | 69,213 | 15,211 | 3.77% | 3.93% | 308 | +1,605 | 2.37% | Q4 2025 | Feb 06, 2026 |
| Strategies Wealth Advisors, LLC | History | Added to | 68,769 | 15,114 | 1.51% | 1.54% | 309 | +9 | 0.01% | Q4 2025 | Feb 13, 2026 |
| Advisory Services Network, LLC | History | Added to | 68,732 | 15,105 | 0.21% | 0.21% | 310 | +910 | 1.34% | Q4 2025 | Feb 17, 2026 |
| Tyche Wealth Partners LLC | History | Reduced | 68,651 | 15,088 | 2.4% | 2.67% | 311 | -1,793 | -2.55% | Q4 2025 | Jan 23, 2026 |
| NWF Advisory Services Inc. | History | Reduced | 68,274 | 15,005 | 1.66% | 1.68% | 312 | -2,486 | -3.51% | Q4 2025 | Mar 03, 2026 |
| PLANNING DIRECTIONS INC | History | Added to | 68,060 | 14,958 | 7.54% | 7.62% | 313 | +396 | 0.59% | Q4 2025 | Jan 21, 2026 |
| FRG Family Wealth Advisors LLC | History | Reduced | 67,844 | 14,910 | 2.31% | 2.37% | 314 | -482 | -0.71% | Q4 2025 | Jan 21, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 67,759 | 14,892 | 0.33% | 0.36% | 315 | -1,328 | -1.92% | Q4 2025 | Jan 27, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 67,000 | 14,725 | 0.11% | 0.1% | 316 | +6,276 | 10.34% | Q4 2025 | Feb 12, 2026 |
| Dakota Wealth Management | History | Added to | 66,712 | 14,662 | 0.26% | 0.29% | 317 | +186 | 0.28% | Q4 2025 | Jan 13, 2026 |
| Evergreen Wealth Management, LLC | History | Added to | 66,018 | 14,509 | 7.31% | 7.01% | 318 | +4,033 | 6.51% | Q4 2025 | Feb 06, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 65,640 | 14,426 | 0.29% | 0.35% | 319 | -4,256 | -6.09% | Q4 2025 | Feb 03, 2026 |
| PETTYJOHN, WOOD & WHITE, INC | History | Reduced | 65,361 | 14,364 | 2.25% | 2.36% | 320 | -830 | -1.25% | Q4 2025 | Feb 11, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 64,466 | 14,259 | 0.03% | 0.0% | 321 | +54,596 | 553.15% | Q4 2025 | Feb 05, 2026 |
| Drucker Wealth 3.0, LLC | History | Reduced | 64,741 | 14,228 | 2.5% | 2.64% | 322 | -4,039 | -5.87% | Q4 2025 | Feb 03, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 64,678 | 14,214 | 0.25% | 0.29% | 323 | -844 | -1.29% | Q4 2025 | Jan 16, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 64,318 | 14,135 | 0.28% | 0.3% | 324 | -1,269 | -1.93% | Q4 2025 | Feb 06, 2026 |
| WHITTIER TRUST CO | History | Reduced | 63,078 | 14,133 | 0.15% | 0.16% | 325 | -60 | -0.1% | Q4 2025 | Jan 26, 2026 |
| Oak Harvest Investment Services | History | Added to | 64,243 | 14,119 | 1.54% | 1.61% | 326 | +190 | 0.3% | Q4 2025 | Jan 27, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 64,200 | 14,109 | 0.28% | 0.29% | 327 | -3,800 | -5.59% | Q4 2025 | Feb 05, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 63,725 | 14,005 | 0.79% | 0.8% | 328 | +183 | 0.29% | Q4 2025 | Jan 14, 2026 |
| FULTON BREAKEFIELD BROENNIMAN LLC | History | Added to | 63,584 | 13,974 | 0.88% | 0.84% | 329 | +3,560 | 5.93% | Q4 2025 | Jan 21, 2026 |
| Meridian Wealth Advisors, LLC | History | Added to | 62,806 | 13,803 | 1.91% | 1.91% | 330 | +506 | 0.81% | Q4 2025 | Feb 17, 2026 |
| M3 Advisory Group, LLC | History | Added to | 62,762 | 13,793 | 8.41% | 8.41% | 331 | +263 | 0.42% | Q4 2025 | Jan 16, 2026 |
| SPIREPOINT PRIVATE CLIENT, LLC | History | Added to | 62,502 | 13,736 | 1.31% | 1.3% | 332 | +5,288 | 9.24% | Q4 2025 | Jan 22, 2026 |
| Trek Financial, LLC | History | Reduced | 62,389 | 13,711 | 0.79% | 0.82% | 333 | -1,473 | -2.31% | Q4 2025 | Feb 04, 2026 |
| CONQUIS FINANCIAL LLC | History | Added to | 62,081 | 13,644 | 11.73% | 10.93% | 334 | +8,802 | 16.52% | Q4 2025 | Feb 11, 2026 |
| Apella Capital, LLC | History | Reduced | 61,809 | 13,584 | 0.27% | 0.3% | 335 | -452 | -0.73% | Q4 2025 | Jan 21, 2026 |
| ROVIN CAPITAL /UT/ /ADV | History | Added to | 61,783 | 13,579 | 3.61% | 2.17% | 336 | +23,450 | 61.17% | Q4 2025 | Feb 09, 2026 |
| Destiny Wealth Partners, LLC | History | Added to | 60,352 | 13,553 | 1.56% | 1.56% | 337 | +1,393 | 2.36% | Q4 2025 | Feb 03, 2026 |
| Global Wealth Strategies & Associates | History | Added to | 61,608 | 13,540 | 3.38% | 3.29% | 338 | +2,321 | 3.91% | Q4 2025 | Jan 02, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Reduced | 61,499 | 13,516 | 0.22% | 0.23% | 339 | -925 | -1.48% | Q4 2025 | Jan 28, 2026 |
| Allred Capital Management, LLC | History | Added to | 60,947 | 13,396 | 4.84% | 4.54% | 340 | +514 | 0.85% | Q4 2025 | Feb 10, 2026 |
| Garde Capital, Inc. | History | Added to | 60,904 | 13,385 | 0.79% | 0.64% | 341 | +333 | 0.55% | Q4 2025 | Feb 10, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 60,770 | 13,357 | 0.7% | 0.71% | 342 | +398 | 0.66% | Q4 2025 | Mar 04, 2026 |
| DDFG, Inc | History | Reduced | 60,559 | 13,309 | 2.91% | 3.1% | 343 | -1,652 | -2.66% | Q4 2025 | Jan 08, 2026 |
| GreatBanc Trust CO | History | Added to | 60,478 | 13,291 | 9.37% | 8.86% | 344 | +484 | 0.81% | Q4 2025 | Feb 12, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | Added to | 60,291 | 13,250 | 0.19% | 0.19% | 345 | +1,009 | 1.7% | Q4 2025 | Feb 12, 2026 |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | History | Added to | 59,498 | 13,076 | 3.8% | 3.75% | 346 | +1,500 | 2.59% | Q4 2025 | Jan 08, 2026 |
| SWAN Capital LLC | History | Added to | 59,439 | 13,063 | 5.08% | 4.63% | 347 | +6,550 | 12.38% | Q4 2025 | Feb 12, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Reduced | 59,036 | 12,974 | 0.62% | 0.65% | 348 | -1,788 | -2.94% | Q4 2025 | Feb 04, 2026 |
| CHATHAM CAPITAL GROUP, INC. | History | Added to | 58,915 | 12,948 | 1.84% | 1.81% | 349 | +525 | 0.9% | Q4 2025 | Jan 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 58,766 | 12,915 | 0.26% | 0.28% | 350 | +1,504 | 2.63% | Q4 2025 | Feb 09, 2026 |
| Wealth Analytics Partners, LLC | History | New | 58,639 | 12,887 | 5.05% | — | 351 | +58,639 | New | Q4 2025 | Feb 17, 2026 |
| Paradigm Capital Management, LLC/NV | History | Added to | 58,612 | 12,882 | 11.97% | 12.39% | 352 | +688 | 1.19% | Q4 2025 | Feb 06, 2026 |
| Regal Investment Advisors LLC | History | Added to | 58,526 | 12,862 | 0.77% | 0.79% | 353 | +2,073 | 3.67% | Q4 2025 | Feb 17, 2026 |
| PECAUT & CO. | History | Added to | 58,437 | 12,843 | 4.14% | 4.0% | 354 | +766 | 1.33% | Q4 2025 | Feb 10, 2026 |
| LS Investment Advisors, LLC | History | Added to | 58,395 | 12,834 | 1.8% | 1.77% | 355 | +82 | 0.14% | Q4 2025 | Jan 26, 2026 |
| CIBC Private Wealth Group LLC | History | Reduced | 58,360 | 12,826 | 0.02% | 0.03% | 356 | -11,492 | -16.45% | Q4 2025 | Feb 12, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Reduced | 58,334 | 12,820 | 0.81% | 0.9% | 357 | -5,612 | -8.78% | Q4 2025 | Jan 23, 2026 |
| ALBION FINANCIAL GROUP /UT | History | Reduced | 58,017 | 12,750 | 0.79% | 0.79% | 358 | -2,751 | -4.53% | Q4 2025 | Jan 21, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 57,747 | 12,691 | 0.1% | 0.09% | 359 | -23,147 | -28.61% | Q4 2025 | Feb 13, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Added to | 56,523 | 12,665 | 0.26% | 0.25% | 360 | +2,176 | 4.0% | Q4 2025 | Jan 26, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Reduced | 57,515 | 12,640 | 0.53% | 0.53% | 361 | -521 | -0.9% | Q4 2025 | Feb 09, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 57,500 | 12,637 | 0.19% | 0.19% | 362 | +2,787 | 5.09% | Q4 2025 | Jan 13, 2026 |
| BOSTON FAMILY OFFICE LLC | History | Added to | 57,233 | 12,579 | 0.8% | 0.76% | 363 | +1,858 | 3.36% | Q4 2025 | Feb 13, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 56,640 | 12,448 | 0.14% | 0.08% | 364 | +25,524 | 82.03% | Q4 2025 | Feb 02, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Reduced | 56,459 | 12,408 | 0.1% | 0.1% | 365 | -712 | -1.25% | Q4 2025 | Feb 13, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Reduced | 56,445 | 12,405 | 0.18% | 0.19% | 366 | -2,650 | -4.48% | Q4 2025 | Feb 09, 2026 |
| Parallel Advisors, LLC | History | Reduced | 55,171 | 12,136 | 0.22% | 0.22% | 367 | -1,090 | -1.94% | Q4 2025 | Feb 11, 2026 |
| Advisors Preferred, LLC | History | Reduced | 54,719 | 12,071 | 1.97% | 1.89% | 368 | -4,354 | -7.37% | Q4 2025 | Feb 02, 2026 |
| WealthShield Partners, LLC | History | Added to | 54,835 | 12,051 | 1.33% | 1.34% | 369 | +232 | 0.42% | Q4 2025 | Feb 03, 2026 |
| Essex Financial Services, Inc. | History | Reduced | 54,790 | 12,041 | 0.69% | 0.72% | 370 | -690 | -1.24% | Q4 2025 | Feb 10, 2026 |
| CWS Financial Advisors, LLC | History | Reduced | 54,630 | 12,006 | 3.26% | 3.28% | 371 | -144 | -0.26% | Q4 2025 | Feb 06, 2026 |
| Arax Advisory Partners | History | Added to | 54,284 | 11,930 | 0.35% | 0.13% | 372 | +12,686 | 30.5% | Q4 2025 | Feb 13, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 54,063 | 11,881 | 0.57% | 0.56% | 373 | +341 | 0.63% | Q4 2025 | Jan 20, 2026 |
| Western Pacific Wealth Management, LP | History | Added to | 53,560 | 11,771 | 11.4% | 10.4% | 374 | +4,195 | 8.5% | Q4 2025 | Feb 04, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 53,531 | 11,765 | 0.43% | 0.38% | 375 | +16,385 | 44.11% | Q4 2025 | Feb 09, 2026 |
| AE Wealth Management LLC | History | Added to | 53,212 | 11,695 | 0.07% | 0.06% | 376 | +8,875 | 20.02% | Q4 2025 | Jan 26, 2026 |
| Global Wealth Management, LLC | History | Reduced | 53,102 | 11,670 | 6.28% | 6.24% | 377 | -1,953 | -3.55% | Q4 2025 | Jan 26, 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | History | Reduced | 53,039 | 11,656 | 0.98% | 0.98% | 378 | -55 | -0.1% | Q4 2025 | Jan 15, 2026 |
| DAGCO, INC. | History | Added to | 52,810 | 11,606 | 2.68% | 2.82% | 379 | +881 | 1.7% | Q4 2025 | Jan 08, 2026 |
| Safir Wealth Advisors, LLC | History | Added to | 52,733 | 11,589 | 8.13% | 8.01% | 380 | +193 | 0.37% | Q4 2025 | Jan 06, 2026 |
| VPR Management LLC | History | No change | 52,630 | 11,567 | 5.15% | 5.16% | 381 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| White Lighthouse Investment Management Inc. | History | Added to | 52,596 | 11,559 | 1.61% | 1.68% | 382 | +1,567 | 3.07% | Q4 2025 | Feb 09, 2026 |
| San Luis Wealth Advisors LLC | History | Added to | 52,480 | 11,533 | 1.93% | 1.83% | 383 | +5,500 | 11.71% | Q4 2025 | Jan 26, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 52,379 | 11,511 | 0.43% | 0.58% | 384 | +11,058 | 26.76% | Q4 2025 | Feb 04, 2026 |
| Sherman Wealth Management LLC | History | New | 51,649 | 11,351 | 9.86% | — | 385 | +51,649 | New | Q4 2025 | Jan 15, 2026 |
| Curran Financial Partners, LLC | History | Added to | 51,568 | 11,333 | 2.15% | 2.06% | 386 | +3,382 | 7.02% | Q4 2025 | Jan 22, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 51,533 | 11,325 | 0.06% | 0.06% | 387 | +5,530 | 12.02% | Q4 2025 | Feb 12, 2026 |
| Main Street Financial Solutions, LLC | History | Reduced | 51,419 | 11,300 | 0.85% | 1.19% | 388 | -34,381 | -40.07% | Q4 2025 | Feb 17, 2026 |
| NorthRock Partners, LLC | History | Added to | 51,399 | 11,296 | 0.19% | 0.19% | 389 | +1,393 | 2.79% | Q4 2025 | Feb 17, 2026 |
| CVA Family Office, LLC | History | Added to | 51,364 | 11,288 | 1.3% | 1.43% | 390 | +4 | 0.01% | Q4 2025 | Jan 12, 2026 |
| SPRENG CAPITAL MANAGEMENT, INC. | History | Added to | 51,205 | 11,253 | 4.42% | 4.29% | 391 | +1,305 | 2.62% | Q4 2025 | Jan 30, 2026 |
| Bigelow Investment Advisors, LLC | History | Added to | 51,034 | 11,216 | 4.38% | 4.44% | 392 | +47 | 0.09% | Q4 2025 | Jan 28, 2026 |
| Kovack Advisors, Inc. | History | Added to | 50,912 | 11,189 | 0.52% | 0.43% | 393 | +29,760 | 140.7% | Q4 2025 | Feb 17, 2026 |
| Choate Investment Advisors | History | No change | 50,559 | 11,111 | 0.22% | 0.23% | 394 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Reduced | 50,442 | 11,086 | 0.86% | 0.91% | 395 | -9,550 | -15.92% | Q4 2025 | Jan 23, 2026 |
| Capital Analysts, LLC | History | Reduced | 50,325 | 11,060 | 0.34% | 0.35% | 396 | -5,534 | -9.91% | Q4 2025 | Feb 11, 2026 |
| Security Financial Services, INC. | History | Added to | 50,218 | 11,036 | 1.73% | 1.74% | 397 | +262 | 0.52% | Q4 2025 | Jan 27, 2026 |
| Crestwood Advisors Group, LLC | History | Reduced | 50,103 | 11,011 | 0.18% | 0.19% | 398 | -727 | -1.43% | Q4 2025 | Feb 03, 2026 |
| RIVER'S EDGE WEALTH MANAGEMENT, LLC | History | New | 48,446 | 11,009 | 10.74% | — | 399 | +48,446 | New | Q4 2025 | Feb 17, 2026 |
| Savant Capital, LLC | History | Reduced | 49,701 | 10,923 | 0.06% | 0.07% | 400 | -1,226 | -2.41% | Q4 2025 | Feb 10, 2026 |
| FINANCIAL ADVISORY PARTNERS, LLC | History | Added to | 49,557 | 10,891 | 3.07% | 3.12% | 401 | +28 | 0.06% | Q4 2025 | Jan 23, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 49,477 | 10,874 | 0.2% | 0.21% | 402 | -131 | -0.26% | Q4 2025 | Feb 17, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Reduced | 49,438 | 10,865 | 0.21% | 0.21% | 403 | -68 | -0.14% | Q4 2025 | Feb 10, 2026 |
| Blackston Financial Advisory Group, LLC | History | Reduced | 48,828 | 10,731 | 6.53% | 6.4% | 404 | -1,118 | -2.24% | Q4 2025 | Feb 06, 2026 |
| Thomasville National Bank | History | Added to | 48,645 | 10,691 | 0.66% | 0.64% | 405 | +1,709 | 3.64% | Q4 2025 | Jan 26, 2026 |
| Macco Financial Group, Inc. | History | New | 48,408 | 10,639 | 9.15% | — | 406 | +48,408 | New | Q4 2025 | Feb 24, 2026 |
| Cerro Pacific Wealth Advisors LLC | History | Reduced | 47,784 | 10,501 | 2.83% | 2.99% | 407 | -2,879 | -5.68% | Q4 2025 | Feb 02, 2026 |
| Keystone Financial Group, Inc. | History | Added to | 47,539 | 10,448 | 5.47% | 5.4% | 408 | +3,296 | 7.45% | Q4 2025 | Jan 16, 2026 |
| WIMMER ASSOCIATES 1, LLC | History | Added to | 47,537 | 10,447 | 4.86% | 4.91% | 409 | +229 | 0.48% | Q4 2025 | Feb 13, 2026 |
| FIDELITY D & D BANCORP INC | History | Added to | 47,393 | 10,415 | 4.5% | 3.3% | 410 | +19,654 | 70.85% | Q4 2025 | Feb 09, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Added to | 47,287 | 10,392 | 1.25% | 1.17% | 411 | +1,259 | 2.74% | Q4 2025 | Feb 13, 2026 |
| Venture Visionary Partners LLC | History | Added to | 47,233 | 10,381 | 0.34% | 0.33% | 412 | +2,077 | 4.6% | Q4 2025 | Feb 13, 2026 |
| Aberdeen Wealth Management LLC | History | Added to | 47,213 | 10,376 | 4.8% | 5.7% | 413 | +5,179 | 12.32% | Q4 2025 | Feb 12, 2026 |
| MYCIO WEALTH PARTNERS, LLC | History | Added to | 47,184 | 10,370 | 2.15% | 2.34% | 414 | +299 | 0.64% | Q4 2025 | Feb 10, 2026 |
| CASTLEKEEP INVESTMENT ADVISORS LLC | History | Added to | 47,101 | 10,351 | 4.69% | 4.73% | 415 | +214 | 0.46% | Q4 2025 | Feb 10, 2026 |
| White Wing Wealth Management | History | Added to | 46,962 | 10,321 | 6.16% | 6.24% | 416 | +596 | 1.29% | Q4 2025 | Jan 15, 2026 |
| Jefferies Financial Group Inc. | History | Added to | 46,945 | 10,317 | 0.05% | 0.05% | 417 | +1,701 | 3.76% | Q4 2025 | Feb 09, 2026 |
| IFG Advisory, LLC | History | Added to | 46,891 | 10,305 | 0.45% | 0.46% | 418 | +433 | 0.93% | Q4 2025 | Feb 10, 2026 |
| Sandbox Financial Partners, LLC | History | Reduced | 46,875 | 10,302 | 2.85% | 2.91% | 419 | -303 | -0.64% | Q4 2025 | Jan 07, 2026 |
| Prospera Financial Services Inc | History | Added to | 46,838 | 10,300 | 0.17% | 0.16% | 420 | +3,445 | 7.94% | Q4 2025 | Feb 09, 2026 |
| Prentice Wealth Management LLC | History | Added to | 46,562 | 10,233 | 2.34% | 2.4% | 421 | +1,517 | 3.37% | Q4 2025 | Jan 30, 2026 |
| DONALDSON CAPITAL MANAGEMENT, LLC | History | Added to | 46,521 | 10,224 | 0.33% | 0.3% | 422 | +2,513 | 5.71% | Q4 2025 | Jan 14, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | New | 45,884 | 10,084 | 1.7% | — | 423 | +45,884 | New | Q4 2025 | Feb 12, 2026 |
| Financial Perspectives, Inc | History | Reduced | 45,674 | 10,038 | 2.7% | 2.77% | 424 | -556 | -1.2% | Q4 2025 | Jan 28, 2026 |
| Gilliland Jeter Wealth Management LLC | History | Reduced | 45,581 | 10,017 | 3.03% | 3.04% | 425 | -31 | -0.07% | Q4 2025 | Jan 23, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Added to | 45,298 | 9,955 | 0.47% | 0.18% | 426 | +29,995 | 196.01% | Q4 2025 | Jan 12, 2026 |
| StoneX Group Inc. | History | Added to | 45,171 | 9,927 | 0.43% | 0.42% | 427 | +401 | 0.9% | Q4 2025 | Feb 12, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 44,973 | 9,884 | 0.05% | 0.06% | 428 | -3,203 | -6.65% | Q4 2025 | Feb 11, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | Added to | 44,966 | 9,882 | 1.14% | 1.21% | 429 | +737 | 1.67% | Q4 2025 | Feb 17, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 44,919 | 9,872 | 0.64% | 0.67% | 430 | -983 | -2.14% | Q4 2025 | Feb 03, 2026 |
| Financial Planning Hawaii, Inc. | History | New | 44,592 | 9,800 | 5.65% | — | 431 | +44,592 | New | Q4 2025 | Jan 15, 2026 |
| GW HENSSLER & ASSOCIATES LTD | History | Added to | 44,375 | 9,752 | 0.47% | 0.46% | 432 | +1,524 | 3.56% | Q4 2025 | Feb 10, 2026 |
| Souders Financial Advisors | History | Added to | 44,230 | 9,720 | 1.11% | 1.11% | 433 | +797 | 1.84% | Q4 2025 | Feb 02, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 44,054 | 9,682 | 0.14% | 0.19% | 434 | -26,321 | -37.4% | Q4 2025 | Feb 02, 2026 |
| PETERSON WEALTH MANAGEMENT | History | Reduced | 43,950 | 9,659 | 7.18% | 9.02% | 435 | -16,411 | -27.19% | Q4 2025 | Feb 04, 2026 |
| Tide Cove Capital Partners LLC | History | Added to | 41,967 | 9,649 | 6.66% | 6.5% | 436 | +2,824 | 7.21% | Q4 2025 | Feb 10, 2026 |
| PMG Wealth Management, Inc. | History | Added to | 43,862 | 9,639 | 7.06% | 7.05% | 437 | +925 | 2.15% | Q4 2025 | Jan 23, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | Reduced | 43,849 | 9,637 | 0.6% | 0.63% | 438 | -103 | -0.23% | Q4 2025 | Jan 21, 2026 |
| Northstar Group, Inc. | History | Added to | 43,752 | 9,615 | 1.31% | 1.31% | 439 | +2,113 | 5.07% | Q4 2025 | Feb 13, 2026 |
| North Star Investment Management Corp. | History | Added to | 43,707 | 9,605 | 0.6% | 0.6% | 440 | +163 | 0.37% | Q4 2025 | Jan 30, 2026 |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | History | Added to | 43,504 | 9,561 | 2.56% | 2.49% | 441 | +1,931 | 4.64% | Q4 2025 | Feb 11, 2026 |
| INTEGRATED CAPITAL MANAGEMENT, INC. | History | Reduced | 43,297 | 9,515 | 6.33% | 6.56% | 442 | -294 | -0.67% | Q4 2025 | Jan 08, 2026 |
| Sigma Planning Corp | History | Added to | 43,207 | 9,495 | 0.26% | 0.26% | 443 | +794 | 1.87% | Q4 2025 | Jan 30, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Reduced | 43,189 | 9,492 | 1.08% | 1.17% | 444 | -1,263 | -2.84% | Q4 2025 | Jan 09, 2026 |
| City State Bank | History | Added to | 43,088 | 9,469 | 2.59% | 2.54% | 445 | +2,296 | 5.63% | Q4 2025 | Jan 28, 2026 |
| Plotkin Financial Advisors, LLC | History | Reduced | 42,868 | 9,421 | 4.6% | 4.6% | 446 | -250 | -0.58% | Q4 2025 | Feb 19, 2026 |
| Compass Ion Advisors, LLC | History | Reduced | 42,648 | 9,373 | 0.89% | 0.89% | 447 | -228 | -0.53% | Q4 2025 | Jan 29, 2026 |
| Heritage Wealth Advisors | History | Reduced | 42,605 | 9,363 | 0.36% | 0.41% | 448 | -440 | -1.02% | Q4 2025 | Feb 13, 2026 |
| TRUST CO OF VERMONT | History | Added to | 42,563 | 9,354 | 0.39% | 0.34% | 449 | +6,102 | 16.74% | Q4 2025 | Jan 16, 2026 |
| Cascade Financial Partners, LLC | History | Reduced | 42,550 | 9,351 | 0.95% | 1.1% | 450 | -1,817 | -4.1% | Q4 2025 | Feb 06, 2026 |
| Orion Capital Management LLC | History | Reduced | 42,410 | 9,320 | 3.13% | 3.24% | 451 | -802 | -1.86% | Q4 2025 | Feb 03, 2026 |
| FIRST HORIZON CORP | History | Reduced | 42,366 | 9,311 | 0.42% | 0.47% | 452 | -4,107 | -8.84% | Q4 2025 | Jan 27, 2026 |
| FORMULATE FINANCIAL LLC | History | Reduced | 42,252 | 9,286 | 10.89% | 11.37% | 453 | -235 | -0.55% | Q4 2025 | Feb 11, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 42,107 | 9,254 | 0.3% | 0.28% | 454 | +4,392 | 11.65% | Q4 2025 | Feb 13, 2026 |
| Cascade Wealth Advisors, Inc | History | Added to | 41,293 | 9,246 | 4.26% | 4.18% | 455 | +2,209 | 5.65% | Q4 2025 | Feb 04, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 42,065 | 9,244 | 0.43% | 0.4% | 456 | +1,809 | 4.49% | Q4 2025 | Feb 17, 2026 |
| Brio Consultants, LLC | History | Reduced | 42,046 | 9,240 | 1.2% | 1.27% | 457 | -583 | -1.37% | Q4 2025 | Feb 04, 2026 |
| WARNER FINANCIAL, INC | History | Added to | 41,852 | 9,198 | 3.19% | 3.36% | 458 | +96 | 0.23% | Q4 2025 | Jan 21, 2026 |
| Pathway Financial Advisors LLC | History | Added to | 40,992 | 9,185 | 1.15% | 1.18% | 459 | +3 | 0.01% | Q4 2025 | Jan 14, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 40,989 | 9,146 | 0.23% | 0.22% | 460 | +3,400 | 9.05% | Q4 2025 | Jan 28, 2026 |
| Moors & Cabot, Inc. | History | Added to | 41,459 | 9,111 | 0.39% | 0.37% | 461 | +2,252 | 5.74% | Q4 2025 | Feb 10, 2026 |
| Miller Capital Partners, Inc. | History | New | 41,432 | 9,105 | 4.59% | — | 462 | +41,432 | New | Q4 2025 | Feb 17, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Reduced | 41,376 | 9,093 | 1.02% | 1.04% | 463 | -170 | -0.41% | Q4 2025 | Jan 08, 2026 |
| Gleason Group, Inc. | History | Added to | 41,337 | 9,085 | 0.89% | 0.89% | 464 | +330 | 0.8% | Q4 2025 | Jan 15, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 41,186 | 9,051 | 0.01% | 0.02% | 465 | +539 | 1.33% | Q4 2025 | Feb 10, 2026 |
| GM Advisory Group, LLC | History | Added to | 40,787 | 8,964 | 0.35% | 0.11% | 466 | +29,019 | 246.59% | Q4 2025 | Feb 13, 2026 |
| Employees' Retirement Fund of the City of Fort Worth | History | Added to | 40,651 | 8,934 | 4.0% | 0.5% | 467 | +36,200 | 813.3% | Q4 2025 | Feb 11, 2026 |
| Alexis Investment Partners, LLC | History | Added to | 40,261 | 8,903 | 3.31% | 0.68% | 468 | +3,070 | 8.25% | Q4 2025 | Jan 29, 2026 |
| Kagan Cocozza Asset Management | History | Added to | 40,365 | 8,871 | 6.31% | 6.28% | 469 | +1,932 | 5.03% | Q4 2025 | Jan 23, 2026 |
| Mascoma Wealth Management LLC | History | Added to | 40,344 | 8,866 | 1.9% | 1.86% | 470 | +1,199 | 3.06% | Q4 2025 | Feb 04, 2026 |
| GC Wealth Management RIA, LLC | History | Reduced | 39,990 | 8,789 | 0.32% | 0.39% | 471 | -14,394 | -26.47% | Q4 2025 | Jan 30, 2026 |
| Bristlecone Value Partners, LLC | History | New | 39,909 | 8,771 | 10.12% | — | 472 | +39,909 | New | Q4 2025 | Feb 13, 2026 |
| Litman Gregory Wealth Management LLC | History | Added to | 39,845 | 8,757 | 0.64% | 0.64% | 473 | +180 | 0.45% | Q4 2025 | Feb 12, 2026 |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | History | Reduced | 39,784 | 8,743 | 2.65% | 8.49% | 474 | -71,258 | -64.17% | Q4 2025 | Feb 10, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 39,728 | 8,731 | 0.15% | 0.13% | 475 | +4,839 | 13.87% | Q4 2025 | Jan 22, 2026 |
| Alpha Cubed Investments, LLC | History | Reduced | 39,650 | 8,714 | 0.3% | 0.31% | 476 | -1,899 | -4.57% | Q4 2025 | Feb 03, 2026 |
| New Perspectives, Inc | History | Added to | 39,536 | 8,689 | 3.01% | 3.72% | 477 | +1,002 | 2.6% | Q4 2025 | Jan 28, 2026 |
| Capstone Financial Advisors, Inc. | History | Reduced | 39,509 | 8,683 | 0.46% | 0.47% | 478 | -1,004 | -2.48% | Q4 2025 | Feb 17, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Added to | 39,465 | 8,674 | 0.11% | 0.11% | 479 | +725 | 1.87% | Q4 2025 | Feb 10, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 38,672 | 8,499 | 0.69% | 0.64% | 480 | +4,766 | 14.06% | Q4 2025 | Feb 12, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 38,622 | 8,488 | 0.11% | 0.1% | 481 | +2,291 | 6.31% | Q4 2025 | Feb 05, 2026 |
| Leo Wealth, LLC | History | Added to | 38,527 | 8,467 | 0.61% | 1.0% | 482 | +2,914 | 8.18% | Q4 2025 | Jan 21, 2026 |
| Bridgewater Advisors Inc. | History | Reduced | 37,798 | 8,462 | 0.55% | 0.57% | 483 | -376 | -0.98% | Q4 2025 | Jan 23, 2026 |
| Summit Financial, LLC | History | Added to | 38,231 | 8,402 | 0.12% | 0.12% | 484 | +918 | 2.46% | Q4 2025 | Feb 13, 2026 |
| Ranch Capital Advisors Inc. | History | Added to | 38,112 | 8,376 | 3.08% | 3.19% | 485 | +49 | 0.13% | Q4 2025 | Feb 05, 2026 |
| Hamrick Investment Counsel, llc | History | New | 38,102 | 8,374 | 6.23% | — | 486 | +38,102 | New | Q4 2025 | Mar 31, 2026 |
| West Financial Advisors, LLC | History | Reduced | 37,960 | 8,342 | 1.41% | 1.63% | 487 | -7,696 | -16.86% | Q4 2025 | Jan 13, 2026 |
| CYPRESS FINANCIAL PLANNING LLC | History | Added to | 37,668 | 8,342 | 2.3% | 2.47% | 488 | +83 | 0.22% | Q4 2025 | Jan 14, 2026 |
| MOSELEY INVESTMENT MANAGEMENT INC | History | Added to | 37,481 | 8,237 | 2.55% | 2.0% | 489 | +7,056 | 23.19% | Q4 2025 | Jan 20, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Added to | 37,443 | 8,229 | 0.28% | 0.29% | 490 | +294 | 0.79% | Q4 2025 | Feb 12, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 36,877 | 8,104 | 0.14% | 0.17% | 491 | +2,700 | 7.9% | Q4 2025 | Feb 09, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 36,848 | 8,098 | 0.05% | 0.05% | 492 | +1,654 | 4.7% | Q4 2025 | Feb 09, 2026 |
| WEALTHSPAN PARTNERS, LLC | History | Reduced | 36,822 | 8,092 | 2.94% | 3.14% | 493 | -1,322 | -3.47% | Q4 2025 | Jan 27, 2026 |
| Fullerton Advisors, LLC | History | New | 36,814 | 8,091 | 8.08% | — | 494 | +36,814 | New | Q4 2025 | Feb 02, 2026 |
| Windward Private Wealth Management Inc. | History | Reduced | 36,478 | 8,017 | 2.78% | 2.79% | 495 | -1,058 | -2.82% | Q4 2025 | Feb 02, 2026 |
| Weaver Consulting Group | History | Added to | 36,373 | 7,994 | 1.95% | 1.96% | 496 | +671 | 1.88% | Q4 2025 | Feb 10, 2026 |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | History | Reduced | 36,291 | 7,976 | 0.41% | 0.42% | 497 | -2,490 | -6.42% | Q4 2025 | Jan 27, 2026 |
| BEACON FINANCIAL GROUP | History | New | 35,972 | 7,905 | 0.79% | — | 498 | +35,972 | New | Q4 2025 | Apr 01, 2026 |
| Hoese & Co LLP | History | Added to | 35,822 | 7,872 | 5.61% | 5.46% | 499 | +2,743 | 8.29% | Q4 2025 | Jan 14, 2026 |
| NWAM LLC | History | Reduced | 35,268 | 7,864 | 0.44% | 0.43% | 500 | -1,078 | -2.97% | Q4 2025 | Feb 04, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 35,683 | 7,842 | 0.41% | 0.43% | 501 | +3,600 | 11.22% | Q4 2025 | Jan 26, 2026 |
| SHRIER WEALTH MANAGEMENT, LLC | History | New | 35,573 | 7,818 | 3.08% | — | 502 | +35,573 | New | Q4 2025 | Jan 15, 2026 |
| Segment Wealth Management, LLC | History | Reduced | 35,297 | 7,757 | 0.45% | 0.46% | 503 | -366 | -1.03% | Q4 2025 | Jan 29, 2026 |
| Yukon Wealth Management, Inc. | History | Reduced | 33,978 | 7,697 | 4.44% | 3.64% | 504 | -17,503 | -34.0% | Q4 2025 | Feb 10, 2026 |
| Sloy Dahl & Holst, LLC | History | Reduced | 34,891 | 7,668 | 0.92% | 0.8% | 505 | -175 | -0.5% | Q4 2025 | Feb 04, 2026 |
| Caprock Group, LLC | History | Added to | 34,801 | 7,648 | 0.16% | 0.17% | 506 | +2,721 | 8.48% | Q4 2025 | Jan 28, 2026 |
| Jordan Park Group LLC | History | Reduced | 34,743 | 7,635 | 0.44% | 0.54% | 507 | -9,329 | -21.17% | Q4 2025 | Feb 10, 2026 |
| Asset Advisory Group, Inc. | History | New | 34,388 | 7,557 | 3.78% | — | 508 | +34,388 | New | Q4 2025 | Feb 12, 2026 |
| Sandy Cove Advisors, LLC | History | Reduced | 34,349 | 7,549 | 2.24% | 3.27% | 509 | -13,091 | -27.59% | Q4 2025 | Feb 09, 2026 |
| Cambridge Advisors Inc. | History | Reduced | 34,328 | 7,544 | 1.44% | 1.47% | 510 | -487 | -1.4% | Q4 2025 | Jan 21, 2026 |
| Raab & Moskowitz Asset Management LLC | History | Reduced | 34,261 | 7,529 | 1.65% | 1.67% | 511 | -444 | -1.28% | Q4 2025 | Jan 20, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Reduced | 34,036 | 7,480 | 0.89% | 0.95% | 512 | -353 | -1.03% | Q4 2025 | Jan 26, 2026 |
| Fifth Third Wealth Advisors LLC | History | Added to | 33,871 | 7,444 | 0.26% | 0.26% | 513 | +675 | 2.03% | Q4 2025 | Jan 15, 2026 |
| Sowell Financial Services LLC | History | Added to | 33,771 | 7,422 | 0.27% | 0.27% | 514 | +721 | 2.18% | Q4 2025 | Jan 21, 2026 |
| HEADINVEST, LLC | History | Added to | 33,720 | 7,410 | 1.47% | 1.5% | 515 | +75 | 0.22% | Q4 2025 | Feb 02, 2026 |
| Calydon Capital | History | Added to | 33,560 | 7,375 | 1.24% | 0.69% | 516 | +13,650 | 68.56% | Q4 2025 | Feb 17, 2026 |
| Montis Financial, LLC | History | Reduced | 33,296 | 7,317 | 1.45% | 1.74% | 517 | -1,618 | -4.63% | Q4 2025 | Feb 11, 2026 |
| SkyOak Wealth, LLC | History | Reduced | 33,291 | 7,316 | 1.32% | 1.36% | 518 | -86 | -0.26% | Q4 2025 | Feb 05, 2026 |
| BESSEMER GROUP INC | History | Reduced | 33,251 | 7,308 | 0.01% | 0.01% | 519 | -10,770 | -24.47% | Q4 2025 | Feb 05, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | Added to | 33,036 | 7,260 | 2.0% | 2.03% | 520 | +150 | 0.46% | Q4 2025 | Jan 23, 2026 |
| Prosperity Consulting Group, LLC | History | Reduced | 32,995 | 7,251 | 0.33% | 0.35% | 521 | -89 | -0.27% | Q4 2025 | Feb 17, 2026 |
| Keystone Financial Group | History | Reduced | 32,804 | 7,209 | 0.53% | 0.56% | 522 | -1,073 | -3.17% | Q4 2025 | Feb 06, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Reduced | 32,767 | 7,201 | 0.59% | 0.57% | 523 | -1,964 | -5.65% | Q4 2025 | Feb 17, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Reduced | 32,628 | 7,171 | 0.09% | 0.09% | 524 | -175 | -0.53% | Q4 2025 | Jan 22, 2026 |
| DAVIS R M INC | History | Added to | 32,597 | 7,164 | 0.12% | 0.12% | 525 | +537 | 1.67% | Q4 2025 | Feb 12, 2026 |
| KAVAR CAPITAL PARTNERS GROUP, LLC | History | Reduced | 32,487 | 7,139 | 0.98% | 0.99% | 526 | -1,879 | -5.47% | Q4 2025 | Jan 20, 2026 |
| ROMAN BUTLER FULLERTON & CO | History | Added to | 31,846 | 7,135 | 1.87% | 1.85% | 527 | +194 | 0.61% | Q4 2025 | Jan 26, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 32,453 | 7,132 | 0.05% | 0.06% | 528 | +596 | 1.87% | Q4 2025 | Jan 14, 2026 |
| Westside Investment Management, Inc. | History | Reduced | 32,441 | 7,132 | 1.14% | 1.14% | 529 | -471 | -1.43% | Q4 2025 | Jan 23, 2026 |
| Csenge Advisory Group | History | Reduced | 32,431 | 7,127 | 0.32% | 0.34% | 530 | -627 | -1.9% | Q4 2025 | Feb 06, 2026 |
| M Holdings Securities, Inc. | History | Added to | 32,337 | 7,107 | 0.51% | 1.35% | 531 | +2,738 | 9.25% | Q4 2025 | Feb 11, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 32,309 | 7,100 | 0.08% | 0.09% | 532 | -16,522 | -33.84% | Q4 2025 | Feb 13, 2026 |
| Compass Financial Group, Inc. (Ohio) | History | New | 32,242 | 7,086 | 5.19% | — | 533 | +32,242 | New | Q4 2025 | Mar 04, 2026 |
| Creekside Partners | History | Reduced | 32,237 | 7,085 | 2.99% | 3.08% | 534 | -136 | -0.42% | Q4 2025 | Feb 13, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 32,065 | 7,047 | 2.34% | 2.42% | 535 | -1,056 | -3.19% | Q4 2025 | Jan 23, 2026 |
| GENESIS PRIVATE WEALTH, LLC | History | Added to | 32,063 | 7,046 | 2.19% | 2.81% | 536 | +1,130 | 3.65% | Q4 2025 | Jan 08, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 31,986 | 7,029 | 0.25% | 0.26% | 537 | -114 | -0.36% | Q4 2025 | Feb 04, 2026 |
| Detalus Advisors, LLC | History | Reduced | 31,783 | 6,985 | 1.7% | 1.79% | 538 | -265 | -0.83% | Q4 2025 | Feb 03, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 31,778 | 6,984 | 0.57% | 0.57% | 539 | +1,443 | 4.76% | Q4 2025 | Jan 23, 2026 |
| Sovran Advisors, LLC | History | Reduced | 30,851 | 6,945 | 0.59% | 0.61% | 540 | -906 | -2.85% | Q4 2025 | Jan 20, 2026 |
| Grove Street Fiduciary, LLC | History | Reduced | 31,551 | 6,934 | 2.9% | 3.33% | 541 | -1,069 | -3.28% | Q4 2025 | Feb 03, 2026 |
| CPC Advisors, LLC | History | Reduced | 31,505 | 6,924 | 0.7% | 0.74% | 542 | -888 | -2.74% | Q4 2025 | Jan 28, 2026 |
| CIDEL ASSET MANAGEMENT INC | History | Added to | 31,400 | 6,901 | 0.49% | 0.39% | 543 | +45 | 0.14% | Q4 2025 | Jan 21, 2026 |
| Colony Family Offices, LLC | History | Reduced | 31,343 | 6,888 | 1.72% | 1.8% | 544 | -742 | -2.31% | Q4 2025 | Jan 22, 2026 |
| BARRETT & COMPANY, INC. | History | Added to | 31,105 | 6,836 | 2.28% | 2.17% | 545 | +1,806 | 6.16% | Q4 2025 | Jan 28, 2026 |
| Riverview Capital Advisers, LLC | History | Added to | 31,084 | 6,831 | 2.07% | 1.89% | 546 | +816 | 2.7% | Q4 2025 | Feb 17, 2026 |
| McGlone Suttner Wealth Management, Inc. | History | Reduced | 31,081 | 6,830 | 0.92% | 0.95% | 547 | -234 | -0.75% | Q4 2025 | Jan 15, 2026 |
| McClarren Financial Advisors, Inc. | History | Reduced | 18,509 | 6,825 | 4.07% | 4.24% | 548 | -5,527 | -22.99% | Q4 2025 | Jan 13, 2026 |
| Aspen Wealth Management LLC | History | Reduced | 31,048 | 6,823 | 1.43% | 1.56% | 549 | -1,583 | -4.85% | Q4 2025 | Jan 05, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 30,911 | 6,793 | 0.17% | 0.19% | 550 | -3,276 | -9.58% | Q4 2025 | Feb 17, 2026 |
| Verum Partners LLC | History | Reduced | 30,857 | 6,781 | 1.37% | 1.48% | 551 | -1,509 | -4.66% | Q4 2025 | Jan 14, 2026 |
| One Day In July LLC | History | Added to | 30,782 | 6,765 | 0.56% | 0.55% | 552 | +698 | 2.32% | Q4 2025 | Feb 04, 2026 |
| Adirondack Capital Advisors, LLC | History | New | 30,533 | 6,710 | 4.51% | — | 553 | +30,533 | New | Q4 2025 | Feb 03, 2026 |
| INVESTMENT PARTNERS, LTD. | History | Added to | 30,528 | 6,709 | 2.35% | 2.3% | 554 | +261 | 0.86% | Q4 2025 | Feb 10, 2026 |
| Ledyard National Bank | History | Reduced | 30,515 | 6,706 | 0.58% | 0.62% | 555 | -1,301 | -4.09% | Q4 2025 | Jan 21, 2026 |
| Yoder Wealth Management, Inc. | History | Reduced | 30,428 | 6,687 | 3.04% | 3.82% | 556 | -6,953 | -18.6% | Q4 2025 | Jan 22, 2026 |
| One Degree Advisors Inc | History | Reduced | 30,395 | 6,680 | 1.84% | 2.02% | 557 | -181 | -0.59% | Q4 2025 | Feb 06, 2026 |
| IAG Wealth Partners, LLC | History | Reduced | 30,267 | 6,651 | 0.77% | 0.84% | 558 | -2,247 | -6.91% | Q4 2025 | Feb 10, 2026 |
| Bay Rivers Group | History | Reduced | 30,242 | 6,646 | 2.69% | 2.77% | 559 | -296 | -0.97% | Q4 2025 | Jan 07, 2026 |
| WealthBridge Capital Management, LLC | History | Reduced | 30,018 | 6,597 | 1.5% | 1.54% | 560 | -430 | -1.41% | Q4 2025 | Jan 21, 2026 |
| MUIRFIELD WEALTH ADVISORS LLC | History | Reduced | 29,942 | 6,580 | 4.83% | 4.97% | 561 | -1,095 | -3.53% | Q4 2025 | Feb 06, 2026 |
| Tennessee Valley Asset Management Partners | History | Reduced | 29,871 | 6,565 | 0.85% | 0.89% | 562 | -364 | -1.2% | Q4 2025 | Feb 05, 2026 |
| Hofer & Associates. Inc | History | Added to | 29,626 | 6,511 | 3.45% | 3.55% | 563 | +891 | 3.1% | Q4 2025 | Jan 15, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Added to | 29,525 | 6,489 | 0.1% | 0.1% | 564 | +24 | 0.08% | Q4 2025 | Jan 22, 2026 |
| Aspen Investment Management Inc | History | Added to | 29,415 | 6,465 | 1.95% | 0.36% | 565 | +25,126 | 585.82% | Q4 2025 | Feb 06, 2026 |
| Verdence Capital Advisors LLC | History | Added to | 29,359 | 6,452 | 0.38% | 0.32% | 566 | +4,080 | 16.14% | Q4 2025 | Jan 29, 2026 |
| RIDGECREST WEALTH PARTNERS, LLC | History | Reduced | 29,187 | 6,414 | 3.48% | 3.71% | 567 | -8,881 | -23.33% | Q4 2025 | Jan 22, 2026 |
| Aznar Financial Advisors, LLC | History | New | 29,011 | 6,376 | 6.13% | — | 568 | +29,011 | New | Q4 2025 | Feb 19, 2026 |
| Arcataur Capital Management LLC | History | Reduced | 28,998 | 6,373 | 1.82% | 1.86% | 569 | -300 | -1.02% | Q4 2025 | Jan 27, 2026 |
| Brightwater Advisory LLC | History | Reduced | 28,983 | 6,369 | 4.3% | 4.3% | 570 | -15 | -0.05% | Q4 2025 | Feb 12, 2026 |
| WALLER FINANCIAL PLANNING GROUP, INC | History | Reduced | 28,657 | 6,298 | 1.4% | 1.52% | 571 | -2,110 | -6.86% | Q4 2025 | Jan 13, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Reduced | 28,630 | 6,292 | 0.89% | 0.98% | 572 | -188 | -0.65% | Q4 2025 | Jan 12, 2026 |
| Arete Wealth Advisors, LLC | History | Reduced | 28,555 | 6,276 | 0.38% | 0.39% | 573 | -177 | -0.62% | Q4 2025 | Feb 13, 2026 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | History | Added to | 28,494 | 6,262 | 0.82% | 0.13% | 574 | +23,832 | 511.2% | Q4 2025 | Feb 10, 2026 |
| Scott & Selber, Inc. | History | Added to | 28,479 | 6,259 | 1.57% | 1.56% | 575 | +27 | 0.09% | Q4 2025 | Jan 09, 2026 |
| Kellett Wealth Advisors, LLC | History | Added to | 28,467 | 6,256 | 3.57% | 3.6% | 576 | +817 | 2.95% | Q4 2025 | Jan 23, 2026 |
| FLAGSTAR ADVISORS INC | History | Reduced | 28,220 | 6,202 | 2.08% | 1.88% | 577 | -157 | -0.55% | Q4 2025 | Jan 13, 2026 |
| Pallas Capital Advisors LLC | History | Added to | 28,173 | 6,191 | 0.2% | 0.16% | 578 | +8,184 | 40.94% | Q4 2025 | Jan 14, 2026 |
| Acorn Wealth Advisors, LLC | History | Reduced | 28,138 | 6,184 | 1.84% | 1.92% | 579 | -225 | -0.79% | Q4 2025 | Feb 10, 2026 |
| Chris Bulman Inc | History | Added to | 27,858 | 6,122 | 2.71% | 2.79% | 580 | +2,007 | 7.76% | Q4 2025 | Jan 14, 2026 |
| TFB Advisors LLC | History | Added to | 27,689 | 6,085 | 1.7% | 1.74% | 581 | +31 | 0.11% | Q4 2025 | Feb 13, 2026 |
| Seven Springs Wealth Group, LLC | History | Reduced | 27,647 | 6,076 | 1.74% | 1.45% | 582 | -114 | -0.41% | Q4 2025 | Feb 10, 2026 |
| Frederick Financial Consultants, LLC | History | Reduced | 27,645 | 6,075 | 3.33% | 3.42% | 583 | -617 | -2.18% | Q4 2025 | Feb 10, 2026 |
| Plan Group Financial, LLC | History | Added to | 27,640 | 6,074 | 1.58% | 1.48% | 584 | +2,176 | 8.55% | Q4 2025 | Feb 03, 2026 |
| Gibson Capital, LLC | History | No change | 27,539 | 6,052 | 1.11% | 1.1% | 585 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Pinnacle Financial Group, LLC / IL | History | Reduced | 27,469 | 6,037 | 1.75% | 1.81% | 586 | -293 | -1.06% | Q4 2025 | Feb 05, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Reduced | 27,371 | 6,015 | 0.17% | 0.17% | 587 | -652 | -2.33% | Q4 2025 | Jan 12, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | Reduced | 27,314 | 6,002 | 3.96% | 3.85% | 588 | -596 | -2.14% | Q4 2025 | Feb 10, 2026 |
| Kastel Capital Advisors, LLC | History | New | 27,175 | 5,972 | 3.67% | — | 589 | +27,175 | New | Q4 2025 | Feb 18, 2026 |
| HOWARD WEALTH MANAGEMENT, LLC | History | Reduced | 27,091 | 5,954 | 2.6% | 2.78% | 590 | -972 | -3.46% | Q4 2025 | Jan 29, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Reduced | 27,045 | 5,943 | 0.37% | 0.41% | 591 | -2,191 | -7.49% | Q4 2025 | Feb 17, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Added to | 26,987 | 5,931 | 0.01% | 0.01% | 592 | +23 | 0.09% | Q4 2025 | Feb 11, 2026 |
| INTERACTIVE FINANCIAL ADVISORS, INC. | History | Reduced | 26,937 | 5,920 | 3.83% | 5.26% | 593 | -18,178 | -40.29% | Q4 2025 | Feb 09, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 26,924 | 5,917 | 0.62% | 0.64% | 594 | +102 | 0.38% | Q4 2025 | Feb 13, 2026 |
| Madison Wealth Partners, Inc | History | Added to | 26,770 | 5,883 | 1.07% | 1.04% | 595 | +2,320 | 9.49% | Q4 2025 | Feb 10, 2026 |
| Investment Advisory Group, LLC | History | Added to | 26,700 | 5,868 | 1.51% | 1.56% | 596 | +168 | 0.63% | Q4 2025 | Jan 23, 2026 |
| Hurlow Wealth Management Group, Inc. | History | Reduced | 26,691 | 5,866 | 1.44% | 1.56% | 597 | -1,187 | -4.26% | Q4 2025 | Feb 17, 2026 |
| StrongBox Wealth, LLC | History | Reduced | 26,651 | 5,857 | 1.92% | 1.95% | 598 | -84 | -0.31% | Q4 2025 | Jan 21, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 26,531 | 5,831 | 0.19% | 0.17% | 599 | -760 | -2.78% | Q4 2025 | Jan 09, 2026 |
| Columbia River Financial Group, LLC | History | Reduced | 26,133 | 5,743 | 3.52% | 3.55% | 600 | -352 | -1.33% | Q4 2025 | Feb 12, 2026 |
| Vermillion Wealth Management, Inc. | History | Reduced | 26,093 | 5,734 | 2.33% | 1.6% | 601 | -1,290 | -4.71% | Q4 2025 | Feb 11, 2026 |
| AVITY INVESTMENT MANAGEMENT INC. | History | Reduced | 26,017 | 5,718 | 0.4% | 0.4% | 602 | -255 | -0.97% | Q4 2025 | Jan 13, 2026 |
| Indivisible Partners | History | New | 26,009 | 5,716 | 0.62% | — | 603 | +26,009 | New | Q4 2025 | Feb 03, 2026 |
| Stokes Capital Advisors, LLC | History | Reduced | 25,908 | 5,694 | 1.3% | 1.34% | 604 | -743 | -2.79% | Q4 2025 | Jan 12, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 25,801 | 5,670 | 0.02% | 0.02% | 605 | +1,275 | 5.2% | Q4 2025 | Feb 06, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 25,616 | 5,629 | 0.0% | 0.0% | 606 | -705 | -2.68% | Q4 2025 | Feb 13, 2026 |
| Wedmont Private Capital | History | Added to | 25,260 | 5,619 | 0.2% | 0.19% | 607 | +2,228 | 9.67% | Q4 2025 | Jan 08, 2026 |
| SEAMOUNT FINANCIAL GROUP INC | History | Added to | 25,549 | 5,615 | 2.55% | 2.55% | 608 | +549 | 2.2% | Q4 2025 | Jan 26, 2026 |
| Fortis Advisors, LLC | History | Reduced | 25,490 | 5,602 | 3.04% | 3.15% | 609 | -477 | -1.84% | Q4 2025 | Feb 10, 2026 |
| PFG Investments, LLC | History | Reduced | 25,487 | 5,601 | 0.26% | 0.3% | 610 | -1,209 | -4.53% | Q4 2025 | Jan 26, 2026 |
| W ADVISORS, LLC | History | Reduced | 25,382 | 5,578 | 2.81% | 2.9% | 611 | -97 | -0.38% | Q4 2025 | Feb 13, 2026 |
| Centerpoint Advisory Group | History | Reduced | 25,215 | 5,541 | 4.27% | 4.28% | 612 | -275 | -1.08% | Q4 2025 | Feb 03, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 25,195 | 5,537 | 0.26% | 0.27% | 613 | -516 | -2.01% | Q4 2025 | Feb 13, 2026 |
| First Long Island Investors, LLC | History | New | 25,140 | 5,525 | 0.41% | — | 614 | +25,140 | New | Q4 2025 | Feb 13, 2026 |
| NORTHSTAR ASSET MANAGEMENT Co | History | Reduced | 25,120 | 5,520 | 1.17% | 1.16% | 615 | -15 | -0.06% | Q4 2025 | Jan 27, 2026 |
| Beacon Financial Advisory LLC | History | Reduced | 25,031 | 5,501 | 1.27% | 1.35% | 616 | -1,901 | -7.06% | Q4 2025 | Feb 17, 2026 |
| Vigilare Wealth Management | History | Added to | 24,986 | 5,491 | 1.85% | 1.86% | 617 | +158 | 0.64% | Q4 2025 | Jan 07, 2026 |
| Forum Private Client Group LLC | History | Reduced | 24,842 | 5,459 | 1.86% | 1.93% | 618 | -290 | -1.15% | Q4 2025 | Feb 06, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 24,762 | 5,442 | 0.32% | 0.7% | 619 | -50,079 | -66.91% | Q4 2025 | Jan 30, 2026 |
| Independent Family Office, LLC | History | No change | 24,747 | 5,438 | 2.27% | 2.26% | 620 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Sunpointe, LLC | History | Added to | 24,730 | 5,435 | 1.8% | 1.66% | 621 | +3,508 | 16.53% | Q4 2025 | Jan 23, 2026 |
| Strategic Advisors LLC | History | Added to | 24,532 | 5,391 | 0.84% | 0.21% | 622 | +18,479 | 305.29% | Q4 2025 | Feb 10, 2026 |
| CDM FINANCIAL COUNSELING SERVICES, INC. | History | New | 24,461 | 5,375 | 5.03% | — | 623 | +24,461 | New | Q4 2025 | Feb 05, 2026 |
| MCF Advisors LLC | History | Added to | 24,440 | 5,371 | 0.3% | 0.01% | 624 | +23,786 | 3637.0% | Q4 2025 | Feb 11, 2026 |
| Infinity Wealth Counsel, LLC | History | Added to | 24,394 | 5,361 | 4.88% | 5.04% | 625 | +305 | 1.27% | Q4 2025 | Jan 15, 2026 |
| Fort Sheridan Advisors LLC | History | Reduced | 24,315 | 5,343 | 0.68% | 0.69% | 626 | -84 | -0.34% | Q4 2025 | Feb 10, 2026 |
| HUB Investment Partners, LLC | History | Added to | 24,296 | 5,339 | 0.14% | 0.17% | 627 | +1,275 | 5.54% | Q4 2025 | Feb 17, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 24,186 | 5,315 | 0.13% | 0.13% | 628 | +834 | 3.57% | Q4 2025 | Jan 29, 2026 |
| CORA CAPITAL ADVISORS LLC | History | Added to | 24,173 | 5,312 | 2.07% | 2.16% | 629 | +627 | 2.66% | Q4 2025 | Jan 28, 2026 |
| Breakwater Investment Management | History | Reduced | 24,166 | 5,311 | 1.92% | 1.93% | 630 | -29 | -0.12% | Q4 2025 | Feb 02, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 24,071 | 5,290 | 0.06% | 0.07% | 631 | -4,036 | -14.36% | Q4 2025 | Feb 13, 2026 |
| LEVIN CAPITAL STRATEGIES, L.P. | History | Added to | 24,051 | 5,285 | 0.46% | 0.47% | 632 | +8 | 0.03% | Q4 2025 | Jan 30, 2026 |
| Tempus Wealth Planning, LLC | History | Reduced | 23,903 | 5,253 | 1.2% | 1.22% | 633 | -717 | -2.91% | Q4 2025 | Jan 16, 2026 |
| STALEY CAPITAL ADVISERS INC | History | Reduced | 23,781 | 5,226 | 0.22% | 0.21% | 634 | -274 | -1.14% | Q4 2025 | Feb 05, 2026 |
| Winthrop Advisory Group LLC | History | Added to | 23,652 | 5,198 | 0.44% | 0.44% | 635 | +194 | 0.83% | Q4 2025 | Jan 21, 2026 |
| New Insight Wealth Advisors | History | Reduced | 23,600 | 5,186 | 1.85% | 1.93% | 636 | -223 | -0.94% | Q4 2025 | Feb 17, 2026 |
| MilWealth Group LLC | History | Reduced | 23,588 | 5,184 | 1.23% | 1.25% | 637 | -177 | -0.74% | Q4 2025 | Feb 02, 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD | History | New | 23,550 | 5,175 | 0.76% | — | 638 | +23,550 | New | Q4 2025 | Feb 13, 2026 |
| MARINO, STRAM & ASSOCIATES LLC | History | Reduced | 23,480 | 5,160 | 0.93% | 0.93% | 639 | -491 | -2.05% | Q4 2025 | Jan 16, 2026 |
| Calder Financial LLC | History | New | 23,357 | 5,133 | 5.04% | — | 641 | +23,357 | New | Q4 2025 | Jan 23, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Reduced | 23,358 | 5,133 | 0.56% | 0.57% | 640 | -152 | -0.65% | Q4 2025 | Jan 20, 2026 |
| Beacon Bank & Trust | History | Added to | 23,250 | 5,109 | 1.04% | 1.01% | 642 | +1,419 | 6.5% | Q4 2025 | Feb 17, 2026 |
| Morton Capital Management LLC/CA | History | Reduced | 23,202 | 5,099 | 0.78% | 0.83% | 643 | -373 | -1.58% | Q4 2025 | Feb 03, 2026 |
| SARD WEALTH MANAGEMENT GROUP, LLC | History | Added to | 23,152 | 5,088 | 2.79% | 2.78% | 644 | +599 | 2.66% | Q4 2025 | Jan 08, 2026 |
| Krilogy Financial LLC | History | Reduced | 22,611 | 5,077 | 0.17% | 0.18% | 645 | -71 | -0.31% | Q4 2025 | Jan 27, 2026 |
| Vavra Capital Management, LLC | History | New | 23,078 | 5,072 | 4.98% | — | 646 | +23,078 | New | Q4 2025 | Jan 22, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 23,071 | 5,070 | 0.09% | 0.07% | 647 | +7,446 | 47.65% | Q4 2025 | Feb 19, 2026 |
| Summit Trail Advisors, LLC | History | Reduced | 22,865 | 5,025 | 0.09% | 0.09% | 648 | -6,826 | -22.99% | Q4 2025 | Feb 17, 2026 |
| Pinnacle Bancorp, Inc. | History | Added to | 22,832 | 5,018 | 1.47% | 1.09% | 649 | +5,753 | 33.68% | Q4 2025 | Jan 22, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 22,665 | 4,981 | 0.28% | 0.21% | 650 | +6,644 | 41.47% | Q4 2025 | Feb 04, 2026 |
| Cypress Wealth Services, LLC | History | Added to | 22,588 | 4,964 | 0.69% | 0.31% | 651 | +13,718 | 154.66% | Q4 2025 | Jan 14, 2026 |
| Global Financial Private Client, LLC | History | Reduced | 22,558 | 4,957 | 1.74% | 1.74% | 652 | -63 | -0.28% | Q4 2025 | Jan 27, 2026 |
| Prospect Financial Services LLC | History | Added to | 22,395 | 4,922 | 2.83% | 2.76% | 653 | +130 | 0.58% | Q4 2025 | Feb 06, 2026 |
| Hughes Financial Services, LLC | History | Reduced | 22,343 | 4,910 | 0.77% | 0.77% | 654 | -7 | -0.03% | Q4 2025 | Feb 11, 2026 |
| Financial Insights, Inc. | History | Reduced | 22,304 | 4,901 | 1.64% | 1.6% | 655 | -20 | -0.09% | Q4 2025 | Mar 31, 2026 |
| DMKC Advisory Services, LLC | History | Added to | 22,291 | 4,899 | 2.15% | 2.35% | 656 | +835 | 3.89% | Q4 2025 | Jan 30, 2026 |
| PHILADELPHIA TRUST CO | History | Reduced | 22,278 | 4,896 | 0.34% | 0.34% | 657 | -50 | -0.22% | Q4 2025 | Feb 12, 2026 |
| Stonebridge Financial Group, LLC | History | Added to | 22,178 | 4,874 | 0.42% | 0.42% | 658 | +15 | 0.07% | Q4 2025 | Jan 21, 2026 |
| Brady Martz Wealth Solutions, LLC | History | Reduced | 22,097 | 4,856 | 0.86% | 0.97% | 659 | -2,735 | -11.01% | Q4 2025 | Jan 15, 2026 |
| Baring Financial LLC | History | Added to | 22,022 | 4,839 | 2.95% | 1.21% | 660 | +13,823 | 168.59% | Q4 2025 | Jan 07, 2026 |
| Keystone Wealth Services, LLC | History | Added to | 21,968 | 4,828 | 1.02% | 1.01% | 661 | +510 | 2.38% | Q4 2025 | Jan 26, 2026 |
| Capital Planning LLC | History | Added to | 21,785 | 4,805 | 1.35% | 1.32% | 662 | +844 | 4.03% | Q4 2025 | Jan 23, 2026 |
| CORDA Investment Management, LLC. | History | Added to | 21,779 | 4,786 | 0.35% | 0.3% | 663 | +1,712 | 8.53% | Q4 2025 | Feb 03, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 21,767 | 4,783 | 0.36% | 0.41% | 664 | -1,849 | -7.83% | Q4 2025 | Jan 09, 2026 |
| Intelligent Financial Strategies | History | Reduced | 21,703 | 4,769 | 2.29% | 2.31% | 665 | -209 | -0.95% | Q4 2025 | Jan 26, 2026 |
| UMB Bank, n.a. | History | Added to | 21,697 | 4,768 | 0.06% | 0.06% | 666 | +3,896 | 21.89% | Q4 2025 | Feb 13, 2026 |
| S&CO INC | History | Reduced | 21,687 | 4,766 | 0.3% | 0.3% | 667 | -1,380 | -5.98% | Q4 2025 | Feb 05, 2026 |
| Centurion Wealth Management LLC | History | Reduced | 21,659 | 4,760 | 1.04% | 1.08% | 668 | -340 | -1.55% | Q4 2025 | Jan 14, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 21,620 | 4,751 | 0.23% | 0.21% | 669 | +7,374 | 51.76% | Q4 2025 | Feb 12, 2026 |
| Resurgent Financial Advisors LLC | History | Added to | 21,570 | 4,740 | 2.38% | 2.27% | 670 | +86 | 0.4% | Q4 2025 | Feb 12, 2026 |
| Per Stirling Capital Management, LLC. | History | Added to | 21,549 | 4,735 | 0.53% | 0.54% | 671 | +545 | 2.59% | Q4 2025 | Feb 17, 2026 |
| Private Advisory Group LLC | History | Added to | 21,532 | 4,732 | 0.37% | 0.26% | 672 | +6,598 | 44.18% | Q4 2025 | Jan 15, 2026 |
| Abbot Financial Management, Inc. | History | Reduced | 21,527 | 4,731 | 1.96% | 2.01% | 673 | -290 | -1.33% | Q4 2025 | Feb 13, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Reduced | 21,040 | 4,729 | 0.22% | 0.27% | 675 | -585 | -2.71% | Q4 2025 | Feb 03, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | Added to | 21,519 | 4,729 | 1.53% | 0.76% | 674 | +138 | 0.65% | Q4 2025 | Jan 27, 2026 |
| CHANNEL WEALTH LLC | History | Added to | 21,514 | 4,728 | 1.2% | 1.23% | 676 | +279 | 1.31% | Q4 2025 | Feb 03, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Reduced | 21,416 | 4,706 | 0.26% | 0.28% | 677 | -1,143 | -5.07% | Q4 2025 | Jan 13, 2026 |
| Stephens Consulting, LLC | History | Added to | 21,399 | 4,703 | 1.52% | 1.57% | 678 | +156 | 0.73% | Q4 2025 | Jan 13, 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | History | Added to | 21,340 | 4,690 | 0.76% | 0.78% | 679 | +684 | 3.31% | Q4 2025 | Feb 11, 2026 |
| COMMERCE BANK | History | Added to | 21,337 | 4,689 | 0.03% | 0.03% | 680 | +240 | 1.14% | Q4 2025 | Feb 13, 2026 |
| Garden State Investment Advisory Services LLC | History | Reduced | 21,224 | 4,676 | 1.03% | 1.05% | 681 | -491 | -2.26% | Q4 2025 | Feb 17, 2026 |
| Pathway Financial Advisers, LLC | History | Added to | 21,251 | 4,670 | 1.35% | 1.29% | 682 | +550 | 2.66% | Q4 2025 | Feb 06, 2026 |
| Financial Engines Advisors L.L.C. | History | Added to | 21,202 | 4,659 | 0.01% | 0.01% | 683 | +211 | 1.01% | Q4 2025 | Feb 12, 2026 |
| Private Capital Management, LLC | History | Added to | 21,170 | 4,652 | 0.43% | 0.4% | 684 | +221 | 1.05% | Q4 2025 | Feb 17, 2026 |
| Smith Partners Wealth Management, LLC | History | New | 21,131 | 4,644 | 4.27% | — | 686 | +21,131 | New | Q4 2025 | Feb 13, 2026 |
| Spire Wealth Management | History | Added to | 21,133 | 4,644 | 0.16% | 0.15% | 685 | +570 | 2.77% | Q4 2025 | Jan 14, 2026 |
| CSM Advisors, LLC | History | No change | 21,100 | 4,637 | 0.13% | 0.13% | 687 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Reduced | 21,035 | 4,623 | 0.78% | 0.81% | 688 | -189 | -0.89% | Q4 2025 | Feb 10, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 21,013 | 4,618 | 0.06% | 0.04% | 689 | +7,110 | 51.14% | Q4 2025 | Feb 10, 2026 |
| Mid-American Wealth Advisory Group, Inc. | History | Added to | 20,933 | 4,600 | 1.94% | 2.01% | 690 | +75 | 0.36% | Q4 2025 | Jan 23, 2026 |
| Mayflower Financial Advisors, LLC | History | Added to | 20,791 | 4,569 | 0.55% | 0.56% | 691 | +120 | 0.58% | Q4 2025 | Jan 13, 2026 |
| SNOWWATER INVESTMENT PARTNERS, LLC | History | New | 20,775 | 4,565 | 4.2% | — | 692 | +20,775 | New | Q4 2025 | Feb 13, 2026 |
| Compound Planning, Inc. | History | Added to | 20,742 | 4,558 | 0.13% | 0.13% | 693 | +2,012 | 10.74% | Q4 2025 | Feb 19, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 20,720 | 4,553 | 0.51% | 0.31% | 694 | +10,159 | 96.19% | Q4 2025 | Feb 11, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 20,673 | 4,543 | 0.02% | 0.02% | 695 | -5,425 | -20.79% | Q4 2025 | Jan 30, 2026 |
| Sincerus Advisory, LLC | History | Added to | 20,668 | 4,542 | 3.65% | 3.58% | 696 | +1,280 | 6.6% | Q4 2025 | Jan 08, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | New | 20,634 | 4,534 | 0.09% | — | 697 | +20,634 | New | Q4 2025 | Feb 17, 2026 |
| Stablepoint Partners, LLC | History | Added to | 20,547 | 4,515 | 0.7% | 0.61% | 698 | +2,612 | 14.56% | Q4 2025 | Jan 13, 2026 |
| SkyView Investment Advisors, LLC | History | Reduced | 20,472 | 4,499 | 0.57% | 0.56% | 699 | -154 | -0.75% | Q4 2025 | Feb 18, 2026 |
| One Charles Private Wealth Services, LLC | History | Added to | 20,412 | 4,486 | 1.16% | 0.41% | 700 | +13,160 | 181.47% | Q4 2025 | Feb 06, 2026 |
| CLIENT 1ST ADVISORY GROUP, LLC | History | Reduced | 20,368 | 4,476 | 1.4% | 1.46% | 701 | -3 | -0.01% | Q4 2025 | Jan 12, 2026 |
| ST GERMAIN D J CO INC | History | Added to | 20,233 | 4,446 | 0.17% | 0.17% | 702 | +296 | 1.48% | Q4 2025 | Jan 29, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Added to | 20,220 | 4,443 | 0.12% | 0.11% | 703 | +1,572 | 8.43% | Q4 2025 | Feb 03, 2026 |
| Evanson Asset Management, LLC | History | Reduced | 20,029 | 4,402 | 0.24% | 0.26% | 704 | -1,082 | -5.13% | Q4 2025 | Jan 12, 2026 |
| CPA Asset Management Group, LLC | History | Reduced | 19,983 | 4,391 | 1.54% | 1.67% | 705 | -150 | -0.75% | Q4 2025 | Jan 13, 2026 |
| Zhang Financial LLC | History | Reduced | 19,972 | 4,389 | 0.16% | 0.18% | 706 | -333 | -1.64% | Q4 2025 | Feb 10, 2026 |
| Avant Capital LLC | History | Added to | 19,933 | 4,380 | 3.01% | 3.03% | 707 | +2 | 0.01% | Q4 2025 | Feb 13, 2026 |
| Greenspring Advisors, LLC | History | Added to | 19,859 | 4,364 | 0.27% | 0.22% | 708 | +13,998 | 238.83% | Q4 2025 | Feb 10, 2026 |
| WCG Wealth Advisors LLC | History | New | 19,815 | 4,354 | 0.12% | — | 710 | +19,815 | New | Q4 2025 | Feb 10, 2026 |
| Oxler Private Wealth LLC | History | Reduced | 19,813 | 4,354 | 1.26% | 1.32% | 709 | -1,274 | -6.04% | Q4 2025 | Jan 23, 2026 |
| Formidable Asset Management, LLC | History | Added to | 20,007 | 4,317 | 0.63% | 0.63% | 711 | +525 | 2.69% | Q4 2025 | Jan 16, 2026 |
| Columbia Asset Management | History | Added to | 19,522 | 4,290 | 0.76% | 0.77% | 712 | +360 | 1.88% | Q4 2025 | Jan 28, 2026 |
| Blue Chip Partners, LLC | History | Added to | 19,491 | 4,283 | 0.31% | 0.27% | 713 | +2,626 | 15.57% | Q4 2025 | Feb 18, 2026 |
| Tower View Wealth Management LLC | History | Reduced | 19,472 | 4,279 | 2.12% | 2.21% | 714 | -296 | -1.5% | Q4 2025 | Jan 23, 2026 |
| Kaydan Wealth Management, Inc. | History | Added to | 19,443 | 4,273 | 1.24% | 1.18% | 715 | +248 | 1.29% | Q4 2025 | Jan 12, 2026 |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | History | Added to | 19,415 | 4,267 | 0.92% | 0.92% | 716 | +14 | 0.07% | Q4 2025 | Jan 26, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 19,343 | 4,251 | 0.04% | 0.05% | 717 | -4,312 | -18.23% | Q4 2025 | Jan 13, 2026 |
| Garrett Wealth Advisory Group, LLC | History | Reduced | 19,326 | 4,247 | 0.8% | 0.83% | 718 | -353 | -1.79% | Q4 2025 | Feb 04, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | Added to | 19,269 | 4,234 | 0.14% | 0.13% | 719 | +1,262 | 7.01% | Q4 2025 | Feb 13, 2026 |
| FLC Capital Advisors | History | Added to | 19,233 | 4,227 | 0.78% | 0.79% | 720 | +450 | 2.4% | Q4 2025 | Feb 11, 2026 |
| Conservest Capital Advisors, Inc. | History | Added to | 19,221 | 4,224 | 0.38% | 0.38% | 721 | +192 | 1.01% | Q4 2025 | Feb 12, 2026 |
| Bell Investment Advisors, Inc | History | Reduced | 19,165 | 4,212 | 0.67% | 0.68% | 722 | -81 | -0.42% | Q4 2025 | Feb 24, 2026 |
| Riverpoint Wealth Management Holdings, LLC | History | Added to | 19,096 | 4,196 | 0.9% | 0.9% | 723 | +150 | 0.79% | Q4 2025 | Feb 10, 2026 |
| Heritage Trust Co | History | Reduced | 19,012 | 4,178 | 0.43% | 0.45% | 724 | -673 | -3.42% | Q4 2025 | Feb 10, 2026 |
| GSG Advisors LLC | History | Added to | 18,970 | 4,169 | 1.08% | 1.09% | 725 | +44 | 0.23% | Q4 2025 | Jan 08, 2026 |
| Archer Investment Corp | History | Reduced | 18,914 | 4,156 | 0.94% | 0.93% | 726 | -154 | -0.81% | Q4 2025 | Jan 30, 2026 |
| Novak & Powell Financial Services, Inc. | History | Added to | 18,887 | 4,150 | 2.16% | 2.1% | 727 | +369 | 1.99% | Q4 2025 | Feb 10, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 18,839 | 4,140 | 0.08% | 0.09% | 728 | -2,336 | -11.03% | Q4 2025 | Jan 07, 2026 |
| MAINSAIL ASSET MANAGEMENT, LLC | History | Added to | 18,803 | 4,132 | 1.77% | 1.78% | 729 | +7 | 0.04% | Q4 2025 | Feb 05, 2026 |
| Excelsior Advisor Network LLC | History | New | 18,593 | 4,086 | 1.99% | — | 730 | +18,593 | New | Q4 2025 | Feb 13, 2026 |
| Baron Wealth Management LLC | History | Added to | 18,548 | 4,076 | 1.26% | 1.32% | 731 | +83 | 0.45% | Q4 2025 | Jan 14, 2026 |
| JMG Financial Group, Ltd. | History | Reduced | 18,526 | 4,071 | 0.11% | 0.12% | 732 | -659 | -3.43% | Q4 2025 | Feb 10, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | Added to | 18,458 | 4,071 | 0.64% | 0.66% | 733 | +19 | 0.1% | Q4 2025 | Jan 08, 2026 |
| McNamara Financial Services, Inc. | History | Reduced | 18,498 | 4,065 | 0.77% | 1.45% | 734 | -17,747 | -48.96% | Q4 2025 | Jan 21, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 18,342 | 4,062 | 0.15% | 0.08% | 735 | +11,978 | 188.21% | Q4 2025 | Feb 13, 2026 |
| Mill Creek Capital Advisors, LLC | History | Reduced | 18,427 | 4,049 | 0.08% | 0.08% | 736 | -303 | -1.62% | Q4 2025 | Feb 13, 2026 |
| Friday Financial | History | Added to | 18,332 | 4,029 | 1.42% | 1.51% | 737 | +1,649 | 9.88% | Q4 2025 | Jan 09, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Added to | 18,321 | 4,026 | 0.18% | 0.16% | 738 | +1,558 | 9.29% | Q4 2025 | Jan 29, 2026 |
| Clear Harbor Asset Management, LLC | History | Added to | 18,279 | 4,017 | 0.27% | 0.23% | 739 | +2,638 | 16.87% | Q4 2025 | Feb 10, 2026 |
| Elevation Capital Advisory, LLC | History | New | 18,253 | 4,011 | 1.64% | — | 740 | +18,253 | New | Q4 2025 | Jan 26, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 18,249 | 4,010 | 0.1% | 0.1% | 741 | -817 | -4.29% | Q4 2025 | Jan 28, 2026 |
| STEINBERGANNA WEALTH MANAGEMENT | History | Reduced | 18,241 | 4,009 | 1.88% | 1.87% | 742 | -220 | -1.19% | Q4 2025 | Jan 26, 2026 |
| Cannon Wealth Management Services, LLC | History | Added to | 18,231 | 4,006 | 2.83% | 2.82% | 743 | +970 | 5.62% | Q4 2025 | Jan 27, 2026 |
| Whipplewood Advisors, LLC | History | Reduced | 18,095 | 3,976 | 2.55% | 2.58% | 744 | -120 | -0.66% | Q4 2025 | Feb 17, 2026 |
| CoreFirst Bank & Trust | History | Added to | 18,089 | 3,975 | 2.15% | 2.11% | 745 | +2 | 0.01% | Q4 2025 | Feb 11, 2026 |
| Advisors Capital Management, LLC | History | Added to | 18,085 | 3,974 | 0.05% | 0.04% | 746 | +1,970 | 12.22% | Q4 2025 | Jan 29, 2026 |
| Safeguard Investment Advisory Group, LLC | History | Reduced | 18,048 | 3,966 | 1.01% | 0.99% | 747 | -460 | -2.49% | Q4 2025 | Feb 13, 2026 |
| Embree Financial Group | History | Added to | 18,002 | 3,956 | 0.49% | 0.52% | 748 | +6 | 0.03% | Q4 2025 | Jan 14, 2026 |
| DIVERSIFIED MANAGEMENT INC | History | New | 17,926 | 3,939 | 0.92% | — | 749 | +17,926 | New | Q4 2025 | Jan 26, 2026 |
| CIBC WORLD MARKETS CORP | History | New | 17,802 | 3,912 | 0.02% | — | 750 | +17,802 | New | Q4 2025 | Feb 12, 2026 |
| 21 West Wealth Management LLC | History | Reduced | 17,789 | 3,909 | 3.57% | 3.85% | 751 | -1,011 | -5.38% | Q4 2025 | Jan 13, 2026 |
| Royal Fund Management, LLC | History | Added to | 17,709 | 3,896 | 0.35% | 0.28% | 752 | +6,717 | 61.11% | Q4 2025 | Jan 15, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Added to | 17,719 | 3,894 | 0.27% | 0.25% | 753 | +2,570 | 16.96% | Q4 2025 | Feb 02, 2026 |
| CHOREO, LLC | History | Added to | 17,466 | 3,868 | 0.05% | 0.05% | 754 | +769 | 4.61% | Q4 2025 | Jan 23, 2026 |
| BAILARD, INC. | History | Added to | 17,594 | 3,866 | 0.09% | 0.08% | 755 | +327 | 1.89% | Q4 2025 | Feb 04, 2026 |
| Charter Oak Capital Management, LLC | History | Reduced | 17,585 | 3,864 | 0.29% | 0.3% | 756 | -172 | -0.97% | Q4 2025 | Jan 23, 2026 |
| Blue Trust, Inc. | History | Added to | 17,565 | 3,860 | 0.04% | 0.02% | 757 | +8,188 | 87.32% | Q4 2025 | Jan 16, 2026 |
| BANK OF HAWAII | History | Reduced | 17,489 | 3,843 | 0.19% | 0.19% | 758 | -7 | -0.04% | Q4 2025 | Mar 03, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 17,453 | 3,835 | 0.7% | 0.06% | 759 | +342 | 2.0% | Q4 2025 | Mar 04, 2026 |
| Madden Advisory Services, Inc. | History | Reduced | 17,422 | 3,829 | 1.54% | 1.6% | 760 | -1,705 | -8.91% | Q4 2025 | Feb 11, 2026 |
| FMA Wealth Management, LLC | History | Reduced | 17,417 | 3,827 | 2.48% | 2.59% | 761 | -74 | -0.42% | Q4 2025 | Jan 13, 2026 |
| Venturi Wealth Management, LLC | History | Reduced | 17,412 | 3,826 | 0.17% | 0.19% | 762 | -1,085 | -5.87% | Q4 2025 | Jan 22, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | Added to | 17,380 | 3,819 | 0.28% | 0.19% | 763 | +6,269 | 56.42% | Q4 2025 | Feb 09, 2026 |
| EHRLICH FINANCIAL GROUP | History | Added to | 17,327 | 3,808 | 2.17% | 1.4% | 764 | +6,397 | 58.53% | Q4 2025 | Jan 06, 2026 |
| PURSUE WEALTH PARTNERS LLC | History | Reduced | 17,309 | 3,804 | 1.85% | 2.25% | 765 | -1,703 | -8.96% | Q4 2025 | Jan 26, 2026 |
| Kaizen Financial Strategies | History | Added to | 17,295 | 3,801 | 1.68% | 1.58% | 766 | +1,082 | 6.67% | Q4 2025 | Jan 21, 2026 |
| Fonville Wealth Management LLC | History | Reduced | 17,267 | 3,794 | 0.78% | 0.84% | 767 | -65 | -0.38% | Q4 2025 | Jan 23, 2026 |
| Midwest Trust Co | History | Added to | 17,257 | 3,792 | 0.05% | 0.05% | 768 | +412 | 2.45% | Q4 2025 | Feb 04, 2026 |
| SeaCrest Wealth Management, LLC | History | Added to | 17,038 | 3,790 | 0.38% | 0.39% | 769 | +163 | 0.97% | Q4 2025 | Jan 12, 2026 |
| Innova Wealth Partners | History | Added to | 17,234 | 3,787 | 1.91% | 1.86% | 770 | +1,243 | 7.77% | Q4 2025 | Jan 07, 2026 |
| OPTIMA CAPITAL LLC | History | Added to | 17,205 | 3,781 | 1.64% | 1.77% | 771 | +368 | 2.19% | Q4 2025 | Jan 23, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 17,128 | 3,764 | 0.31% | 0.31% | 772 | -368 | -2.1% | Q4 2025 | Feb 13, 2026 |
| American Institute for Advanced Investment Management, LLP | History | Added to | 17,113 | 3,761 | 2.42% | 2.42% | 773 | +20 | 0.12% | Q4 2025 | Feb 04, 2026 |
| Shira Ridge Wealth Management | History | Reduced | 17,100 | 3,758 | 1.51% | 2.44% | 774 | -9,565 | -35.87% | Q4 2025 | Jan 12, 2026 |
| Post Resch Tallon Group Inc. | History | Reduced | 17,102 | 3,758 | 3.17% | 3.3% | 775 | -163 | -0.94% | Q4 2025 | Jan 09, 2026 |
| Cornerstone Financial Management LLC | History | New | 17,080 | 3,753 | 3.52% | — | 776 | +17,080 | New | Q4 2025 | Feb 13, 2026 |
| Glen Eagle Advisors, LLC | History | Added to | 17,054 | 3,748 | 0.51% | 0.5% | 777 | +401 | 2.41% | Q4 2025 | Feb 13, 2026 |
| Arrowroot Family Office, LLC | History | Reduced | 16,996 | 3,735 | 1.36% | 1.82% | 778 | -4,093 | -19.41% | Q4 2025 | Feb 11, 2026 |
| Gratus Wealth Advisors, LLC | History | Reduced | 16,917 | 3,718 | 0.52% | 0.52% | 779 | -81 | -0.48% | Q4 2025 | Feb 04, 2026 |
| BENEDICT FINANCIAL ADVISORS INC | History | Reduced | 16,875 | 3,708 | 0.78% | 0.79% | 780 | -64 | -0.38% | Q4 2025 | Jan 27, 2026 |
| Tranquility Partners, LLC | History | Reduced | 16,730 | 3,676 | 1.32% | 1.24% | 781 | -298 | -1.75% | Q4 2025 | Feb 03, 2026 |
| L. Roy Papp & Associates, LLP | History | Added to | 16,658 | 3,661 | 0.4% | 0.39% | 782 | +385 | 2.37% | Q4 2025 | Jan 28, 2026 |
| Farrell Financial LLC | History | Added to | 16,635 | 3,655 | 2.16% | 2.23% | 783 | +180 | 1.09% | Q4 2025 | Jan 12, 2026 |
| Buttonwood Financial Advisors Inc. | History | Reduced | 16,575 | 3,642 | 1.21% | 1.26% | 784 | -386 | -2.28% | Q4 2025 | Feb 04, 2026 |
| Empower Advisory Group, LLC | History | Added to | 16,504 | 3,627 | 0.01% | 0.01% | 785 | +3,114 | 23.26% | Q4 2025 | Feb 12, 2026 |
| ICONIQ Capital, LLC | History | No change | 16,466 | 3,618 | 0.05% | 0.04% | 786 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Financial Guidance Group, Inc. | History | No change | 16,428 | 3,610 | 1.48% | 1.59% | 787 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| BridgePort Financial Solutions, LLC | History | Added to | 16,422 | 3,609 | 0.97% | 0.95% | 788 | +120 | 0.74% | Q4 2025 | Jan 16, 2026 |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | History | Added to | 16,510 | 3,602 | 0.23% | 0.24% | 789 | +118 | 0.72% | Q4 2025 | Feb 05, 2026 |
| Kingdom Financial Group LLC. | History | New | 16,360 | 3,595 | 1.11% | — | 790 | +16,360 | New | Q4 2025 | Feb 06, 2026 |
| Mosaic Advisors LLC | History | Reduced | 16,346 | 3,592 | 6.89% | 9.08% | 791 | -1,013 | -5.84% | Q4 2025 | Feb 18, 2026 |
| D'Orazio & Associates, Inc. | History | Reduced | 16,315 | 3,585 | 0.46% | 0.48% | 792 | -472 | -2.81% | Q4 2025 | Feb 04, 2026 |
| Dupree Financial Group, LLC | History | Reduced | 16,308 | 3,584 | 1.31% | 1.42% | 793 | -962 | -5.57% | Q4 2025 | Jan 29, 2026 |
| Miller Investment Management, LP | History | No change | 16,293 | 3,580 | 0.35% | 0.35% | 794 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| CAMBRIDGE CAPITAL MANAGEMENT, LLC | History | Reduced | 16,284 | 3,578 | 1.61% | 1.74% | 795 | -507 | -3.02% | Q4 2025 | Jan 28, 2026 |
| Elmwood Wealth Management, Inc. | History | Added to | 16,274 | 3,576 | 1.13% | 0.42% | 797 | +10,761 | 195.19% | Q4 2025 | Jan 08, 2026 |
| Argent Trust Co | History | Reduced | 16,271 | 3,576 | 0.12% | 0.13% | 796 | -544 | -3.24% | Q4 2025 | Feb 10, 2026 |
| Johnson Financial Group, Inc. | History | Reduced | 16,204 | 3,561 | 0.13% | 0.14% | 798 | -548 | -3.27% | Q4 2025 | Feb 12, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 16,104 | 3,539 | 0.27% | 0.28% | 799 | +172 | 1.08% | Q4 2025 | Jan 07, 2026 |
| Axis Wealth Partners, LLC | History | Reduced | 16,100 | 3,538 | 1.95% | 2.04% | 800 | -74 | -0.46% | Q4 2025 | Jan 30, 2026 |