VANGUARD INDEX FUNDS - VO
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 21 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN | History | Added to | 26,968,673 | 7,826,848 | 1.43% | 1.46% | 1 | +763,756 | 2.91% | Q4 2025 | Feb 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 21,489,205 | 6,236,596 | 3.8% | 4.58% | 2 | -1,519,725 | -6.6% | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 18,130,035 | 5,261,698 | 0.38% | 0.35% | 3 | +663,735 | 3.8% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 8,494,623 | 2,465,310 | 0.15% | 0.15% | 4 | +264,421 | 3.21% | Q4 2025 | Feb 13, 2026 |
| Creative Planning | History | Added to | 8,415,358 | 2,442,305 | 1.75% | 1.87% | 5 | +83,858 | 1.01% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 7,143,783 | 2,073,268 | 0.65% | 0.64% | 6 | +407,014 | 6.04% | Q4 2025 | Feb 18, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 6,181,162 | 1,793,897 | 1.13% | 1.18% | 7 | +154,386 | 2.56% | Q4 2025 | Feb 10, 2026 |
| UBS Group AG | History | Added to | 5,568,409 | 1,616,063 | 0.26% | 0.25% | 8 | +32,208 | 0.58% | Q4 2025 | Jan 29, 2026 |
| US BANCORP \DE\ | History | Added to | 5,044,044 | 1,463,917 | 1.72% | 1.61% | 9 | +433,401 | 9.4% | Q4 2025 | Jan 30, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 3,408,504 | 988,939 | 0.22% | 0.23% | 10 | +44,512 | 1.32% | Q4 2025 | Feb 17, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 3,360,803 | 975,372 | 1.38% | 1.32% | 11 | +278,892 | 9.05% | Q4 2025 | Feb 10, 2026 |
| LPL Financial LLC | History | Added to | 3,282,244 | 952,572 | 0.26% | 0.27% | 12 | +114,206 | 3.6% | Q4 2025 | Feb 11, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 2,763,453 | 802,009 | 2.82% | 2.88% | 13 | +104,439 | 3.93% | Q4 2025 | Feb 06, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 2,614,495 | 758,778 | 0.23% | 0.24% | 14 | -233,598 | -8.2% | Q4 2025 | Feb 10, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 2,357,405 | 684,166 | 5.18% | 5.17% | 15 | +140,516 | 6.34% | Q4 2025 | Feb 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 2,304,639 | 668,852 | 0.37% | 0.41% | 16 | -14,810 | -0.64% | Q4 2025 | Feb 06, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 2,185,156 | 634,175 | 1.07% | 0.93% | 17 | +335,091 | 18.11% | Q4 2025 | Feb 12, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 2,137,682 | 620,398 | 0.04% | 0.04% | 18 | +37,049 | 1.76% | Q4 2025 | Feb 11, 2026 |
| Mariner, LLC | History | Added to | 2,006,606 | 582,391 | 0.69% | 0.7% | 19 | +170,455 | 9.28% | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 1,633,750 | 474,147 | 0.08% | — | 20 | +1,633,750 | New | Q4 2025 | Feb 17, 2026 |
| Allworth Financial LP | History | New | 1,520,836 | 441,376 | 1.81% | — | 21 | +1,520,836 | New | Q4 2025 | Feb 05, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Added to | 1,493,829 | 433,540 | 1.04% | 1.04% | 22 | +28,261 | 1.93% | Q4 2025 | Feb 11, 2026 |
| JMG Financial Group, Ltd. | History | Added to | 1,350,785 | 392,024 | 11.02% | 11.12% | 23 | +21,740 | 1.64% | Q4 2025 | Feb 10, 2026 |
| Cetera Investment Advisers | History | Added to | 1,279,135 | 371,230 | 0.41% | 0.42% | 24 | +57,793 | 4.73% | Q4 2025 | Feb 17, 2026 |
| CITIGROUP INC | History | Added to | 1,255,055 | 364,242 | 0.16% | 0.0% | 25 | +1,221,018 | 3587.33% | Q4 2025 | Feb 13, 2026 |
| Nicholas Hoffman & Company, LLC. | History | Added to | 1,176,433 | 341,424 | 7.92% | 8.34% | 26 | +3,447 | 0.29% | Q4 2025 | Feb 02, 2026 |
| Border to Coast Pensions Partnership Ltd | History | Reduced | 1,143,082 | 332,349 | 5.79% | 6.19% | 27 | -67,068 | -5.54% | Q4 2025 | Jan 26, 2026 |
| Cerity Partners LLC | History | Added to | 1,117,113 | 324,704 | 0.47% | 0.45% | 28 | +174,066 | 18.46% | Q4 2025 | Feb 11, 2026 |
| HighTower Advisors, LLC | History | Added to | 1,061,641 | 308,109 | 0.34% | 0.34% | 29 | +40,568 | 3.97% | Q4 2025 | Feb 06, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 1,043,549 | 302,858 | 0.4% | 0.44% | 30 | -109,835 | -9.52% | Q4 2025 | Feb 12, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 1,013,024 | 293,999 | 0.05% | 0.05% | 31 | -11,262 | -1.1% | Q4 2025 | Feb 10, 2026 |
| Midwest Trust Co | History | Added to | 1,005,805 | 291,904 | 3.64% | 3.68% | 32 | +43,940 | 4.57% | Q4 2025 | Feb 04, 2026 |
| REGIONS FINANCIAL CORP | History | New | 945,481 | 274,397 | 1.76% | — | 33 | +945,481 | New | Q4 2025 | Jan 27, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 941,814 | 273,332 | 0.09% | 0.09% | 34 | +179,952 | 23.62% | Q4 2025 | Feb 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 823,348 | 238,952 | 0.03% | 0.03% | 35 | +11,444 | 1.41% | Q4 2025 | Mar 25, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 740,392 | 215,071 | 0.31% | 0.3% | 36 | +7,153 | 0.98% | Q4 2025 | Feb 17, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 737,477 | 214,030 | 0.39% | 0.35% | 37 | +133,999 | 22.2% | Q4 2025 | Mar 16, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 711,503 | 206,508 | 0.19% | 0.18% | 38 | +26,527 | 3.87% | Q4 2025 | Feb 13, 2026 |
| Clearstead Advisors, LLC | History | Added to | 701,621 | 203,624 | 2.57% | 2.69% | 39 | +4,498 | 0.65% | Q4 2025 | Feb 09, 2026 |
| CBIZ Investment Advisory Services, LLC | History | Added to | 630,013 | 181,369 | 6.86% | 7.15% | 40 | +8,706 | 1.4% | Q4 2025 | Feb 09, 2026 |
| Align Financial, LLC | History | New | 176,965 | 176,965 | 0.1% | — | 41 | +176,965 | New | Q4 2025 | Feb 17, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 602,087 | 174,737 | 1.39% | 1.86% | 42 | -605,773 | -50.15% | Q4 2025 | Feb 13, 2026 |
| Pathstone Holdings, LLC | History | New | 594,107 | 172,290 | 0.66% | — | 43 | +594,107 | New | Q4 2025 | Feb 13, 2026 |
| First Command Advisory Services, Inc. | History | Added to | 567,215 | 164,616 | 1.15% | 1.19% | 44 | +7,588 | 1.36% | Q4 2025 | Feb 11, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 554,178 | 160,833 | 1.13% | 1.37% | 45 | +1,565 | 0.28% | Q4 2025 | Feb 18, 2026 |
| Baird Financial Group, Inc. | History | Added to | 552,805 | 160,435 | 0.25% | 0.26% | 46 | +7,521 | 1.38% | Q4 2025 | Feb 13, 2026 |
| SigFig Wealth Management, LLC | History | Added to | 552,458 | 160,334 | 4.78% | 4.88% | 47 | +13,581 | 2.52% | Q4 2025 | Jan 16, 2026 |
| 1832 Asset Management L.P. | History | Added to | 541,319 | 157,101 | 0.12% | 0.12% | 48 | +5,261 | 0.98% | Q4 2025 | Feb 13, 2026 |
| Cresset Asset Management, LLC | History | Added to | 529,150 | 153,569 | 0.65% | 0.43% | 49 | +194,473 | 58.11% | Q4 2025 | Feb 17, 2026 |
| FMR LLC | History | Added to | 523,424 | 151,908 | 0.01% | 0.01% | 50 | +25,494 | 5.12% | Q4 2025 | Feb 17, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 521,244 | 151,275 | 3.89% | 3.92% | 51 | -2,899 | -0.55% | Q4 2025 | Jan 07, 2026 |
| Corient Private Wealth LLC | History | Added to | 518,758 | 150,000 | 0.2% | 0.16% | 52 | +173,472 | 50.24% | Q4 2025 | Mar 09, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 500,120 | 145,144 | 0.03% | — | 53 | +500,120 | New | Q4 2025 | Feb 13, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 480,133 | 139,344 | 0.19% | 0.23% | 54 | -87,662 | -15.44% | Q4 2025 | Feb 02, 2026 |
| Joel Isaacson & Co., LLC | History | Added to | 465,531 | 135,106 | 4.46% | 4.55% | 55 | +36,032 | 8.39% | Q4 2025 | Jan 30, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 451,908 | 131,152 | 0.2% | 0.32% | 56 | -209,720 | -31.7% | Q4 2025 | Feb 18, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 441,169 | 128,035 | 1.41% | 1.44% | 57 | +18,491 | 4.37% | Q4 2025 | Feb 06, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 432,631 | 125,558 | 2.18% | 2.72% | 58 | +33,300 | 8.34% | Q4 2025 | Feb 09, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 423,105 | 122,793 | 0.39% | 0.4% | 59 | -431 | -0.1% | Q4 2025 | Feb 02, 2026 |
| INVICTUS PRIVATE WEALTH, LLC | History | Added to | 421,932 | 122,453 | 7.41% | 7.52% | 60 | +13,062 | 3.19% | Q4 2025 | Feb 13, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 407,474 | 118,257 | 0.27% | 0.27% | 61 | +22,189 | 5.76% | Q4 2025 | Feb 11, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 386,482 | 115,415 | 2.84% | 2.92% | 62 | +6,679 | 1.76% | Q4 2025 | Jan 28, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 384,043 | 111,456 | 0.27% | 0.28% | 63 | +27,951 | 7.85% | Q4 2025 | Feb 13, 2026 |
| Financial Synergies Wealth Advisors, Inc. | History | Added to | 382,860 | 111,113 | 10.73% | 11.07% | 64 | +10,647 | 2.86% | Q4 2025 | Feb 06, 2026 |
| Millburn Ridgefield LLC /DE/ | History | No change | 379,615 | 110,171 | 2.62% | 2.66% | 65 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Catalyst Capital Advisors LLC | History | No change | 379,615 | 110,171 | 2.26% | 2.25% | 66 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| COUNTRY TRUST BANK | History | Added to | 348,110 | 101,028 | 1.83% | 1.18% | 67 | +165,022 | 90.13% | Q4 2025 | Jan 21, 2026 |
| Waverly Advisors, LLC | History | Added to | 343,322 | 99,638 | 0.81% | 0.16% | 68 | +288,800 | 529.69% | Q4 2025 | Feb 17, 2026 |
| Equitable Holdings, Inc. | History | Added to | 338,421 | 98,216 | 0.67% | 0.73% | 69 | +1,249 | 0.37% | Q4 2025 | Feb 17, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 333,407 | 96,761 | 0.4% | 0.43% | 70 | +12,445 | 3.88% | Q4 2025 | Feb 13, 2026 |
| ASSETMARK, INC | History | Added to | 333,134 | 96,682 | 0.2% | 0.2% | 71 | +15,961 | 5.03% | Q4 2025 | Jan 23, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 331,262 | 96,138 | 0.18% | 0.2% | 72 | -4,578 | -1.36% | Q4 2025 | Feb 17, 2026 |
| Kestra Investment Management, LLC | History | Reduced | 328,543 | 95,349 | 2.33% | 4.29% | 73 | -213,904 | -39.43% | Q4 2025 | Feb 09, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | Reduced | 319,438 | 92,707 | 5.85% | 6.34% | 74 | -12,985 | -3.91% | Q4 2025 | Feb 17, 2026 |
| NewEdge Advisors, LLC | History | Added to | 314,888 | 91,386 | 0.33% | 0.38% | 75 | +31,887 | 11.27% | Q4 2025 | Feb 18, 2026 |
| Merit Financial Group, LLC | History | Added to | 313,237 | 90,907 | 0.73% | 0.69% | 76 | +59,116 | 23.26% | Q4 2025 | Jan 26, 2026 |
| Pine Ridge Advisers LLC | History | No change | 306,122 | 88,842 | 5.3% | 5.35% | 77 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CENTRAL TRUST Co | History | Added to | 297,040 | 86,206 | 1.69% | 1.75% | 78 | +11,461 | 4.01% | Q4 2025 | Feb 02, 2026 |
| Nadler Financial Group, Inc. | History | Added to | 287,558 | 83,454 | 7.76% | 7.89% | 79 | +5,780 | 2.05% | Q4 2025 | Jan 28, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 287,373 | 83,401 | 0.22% | 0.22% | 80 | +11,621 | 4.21% | Q4 2025 | Feb 05, 2026 |
| PITTENGER & ANDERSON INC | History | Added to | 279,656 | 81,161 | 3.12% | 2.94% | 81 | +7,045 | 2.58% | Q4 2025 | Feb 02, 2026 |
| Capital Asset Advisory Services LLC | History | Added to | 257,702 | 77,153 | 3.1% | 3.03% | 82 | +18,535 | 7.75% | Q4 2025 | Jan 09, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 263,042 | 76,339 | 1.32% | 1.58% | 83 | +9,273 | 3.65% | Q4 2025 | Feb 19, 2026 |
| Betterment LLC | History | Added to | 257,568 | 74,751 | 0.14% | 0.14% | 84 | +18,691 | 7.82% | Q4 2025 | Feb 12, 2026 |
| &PARTNERS | History | Added to | 253,708 | 73,818 | 0.39% | 0.42% | 85 | +30,694 | 13.76% | Q4 2025 | Feb 17, 2026 |
| CX Institutional | History | Added to | 253,045 | 73,439 | 2.19% | 1.93% | 86 | +36,587 | 16.9% | Q4 2025 | Feb 02, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 252,244 | 73,206 | 0.9% | 0.83% | 87 | -4,468 | -1.74% | Q4 2025 | Feb 02, 2026 |
| Smithfield Trust Co | History | Reduced | 252,205 | 73,170 | 3.24% | 3.35% | 88 | -2,837 | -1.11% | Q4 2025 | Feb 09, 2026 |
| SilverOak Wealth Management LLC | History | Added to | 244,785 | 71,041 | 11.13% | 11.42% | 89 | +14,373 | 6.24% | Q4 2025 | Jan 28, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Added to | 244,189 | 70,868 | 0.89% | 0.89% | 90 | +10,446 | 4.47% | Q4 2025 | Feb 10, 2026 |
| Schneider Downs Wealth Management Advisors, LP | History | Added to | 242,562 | 70,396 | 7.94% | 8.3% | 91 | +4,384 | 1.84% | Q4 2025 | Feb 12, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 237,030 | 68,822 | 0.06% | — | 92 | +237,030 | New | Q4 2025 | Feb 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 228,092 | 68,288 | 0.09% | 0.1% | 93 | +4,595 | 2.06% | Q4 2025 | Jan 08, 2026 |
| ASSOCIATED BANC-CORP | History | Added to | 234,703 | 68,115 | 1.74% | 1.43% | 94 | +49,731 | 26.89% | Q4 2025 | Feb 06, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 228,741 | 66,546 | 0.12% | 0.04% | 95 | +154,762 | 209.2% | Q4 2025 | Feb 05, 2026 |
| PDS Planning, Inc | History | Added to | 227,783 | 66,107 | 4.42% | 4.55% | 96 | +3,913 | 1.75% | Q4 2025 | Jan 26, 2026 |
| Venture Visionary Partners LLC | History | Reduced | 222,980 | 64,910 | 2.12% | 2.28% | 97 | -3,003 | -1.33% | Q4 2025 | Feb 13, 2026 |
| Private Advisor Group, LLC | History | Reduced | 221,285 | 64,221 | 0.3% | 0.32% | 98 | -995 | -0.45% | Q4 2025 | Feb 17, 2026 |
| Performa Ltd (US), LLC | History | Added to | 214,058 | 62,123 | 15.76% | 15.19% | 99 | +19,085 | 9.79% | Q4 2025 | Feb 10, 2026 |
| Connecticut Wealth Management, LLC | History | Reduced | 212,194 | 61,583 | 2.68% | 2.84% | 100 | -6,055 | -2.77% | Q4 2025 | Feb 12, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 202,332 | 58,725 | 0.03% | 0.01% | 101 | +144,570 | 250.29% | Q4 2025 | Feb 02, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 200,433 | 58,169 | 0.78% | 0.79% | 102 | +5,853 | 3.01% | Q4 2025 | Jan 30, 2026 |
| COMERICA BANK | History | Reduced | 199,790 | 57,982 | 0.23% | 0.22% | 103 | -677 | -0.34% | Q4 2025 | Jan 29, 2026 |
| DAVENPORT & Co LLC | History | Added to | 193,644 | 56,199 | 0.3% | 0.27% | 104 | +21,736 | 12.64% | Q4 2025 | Jan 12, 2026 |
| Focus Partners Wealth | History | Added to | 192,490 | 55,871 | 0.06% | 0.07% | 105 | +35,516 | 22.63% | Q4 2025 | Feb 13, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 191,992 | 55,719 | 2.32% | 2.37% | 106 | +1,218 | 0.64% | Q4 2025 | Feb 09, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 188,352 | 54,663 | 0.3% | 0.26% | 107 | +13,378 | 7.65% | Q4 2025 | Jan 29, 2026 |
| Larson Financial Group LLC | History | Reduced | 186,368 | 54,087 | 1.8% | 2.08% | 108 | -15,921 | -7.87% | Q4 2025 | Feb 06, 2026 |
| Arax Advisory Partners | History | New | 179,194 | 52,006 | 1.51% | — | 109 | +179,194 | New | Q4 2025 | Feb 13, 2026 |
| New Hampshire Trust | History | Reduced | 176,265 | 51,155 | 9.95% | 10.23% | 110 | -4,067 | -2.26% | Q4 2025 | Jan 29, 2026 |
| Northwest Quadrant Wealth Management, LLC | History | Added to | 175,950 | 51,064 | 10.56% | 10.81% | 111 | +1,643 | 0.94% | Q4 2025 | Jan 23, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 175,079 | 50,811 | 0.28% | 0.3% | 112 | -6,080 | -3.36% | Q4 2025 | Feb 12, 2026 |
| Riverpoint Wealth Management Holdings, LLC | History | Added to | 172,259 | 49,992 | 10.74% | 10.88% | 113 | +3,791 | 2.25% | Q4 2025 | Feb 10, 2026 |
| AMG National Trust Bank | History | Added to | 171,973 | 49,910 | 1.17% | 1.07% | 114 | +21,462 | 14.26% | Q4 2025 | Jan 30, 2026 |
| Center for Financial Planning, Inc. | History | Added to | 165,038 | 47,897 | 4.98% | 4.67% | 115 | +16,295 | 10.96% | Q4 2025 | Feb 05, 2026 |
| Bear Mountain Capital, Inc. | History | Added to | 156,527 | 47,156 | 15.22% | 15.2% | 116 | +1,901 | 1.23% | Q4 2025 | Jan 22, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | Added to | 162,096 | 47,043 | 0.41% | 0.42% | 117 | +1,068 | 0.66% | Q4 2025 | Feb 05, 2026 |
| CUTLER INVESTMENT COUNSEL LLC | History | Added to | 161,555 | 46,886 | 4.88% | 4.87% | 118 | +3,829 | 2.43% | Q4 2025 | Feb 12, 2026 |
| BLB&B Advisors, LLC | History | Reduced | 160,810 | 46,670 | 1.95% | 2.05% | 119 | -1,023 | -0.63% | Q4 2025 | Jan 26, 2026 |
| TCV Trust & Wealth Management, Inc. | History | Added to | 157,113 | 45,597 | 3.68% | 3.82% | 120 | +1,715 | 1.1% | Q4 2025 | Jan 23, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 152,857 | 44,362 | 0.5% | 0.65% | 121 | -3,327 | -2.13% | Q4 2025 | Feb 03, 2026 |
| ARKANSAS FINANCIAL GROUP, INC. | History | Reduced | 151,108 | 43,854 | 6.32% | 6.66% | 122 | -2,864 | -1.86% | Q4 2025 | Jan 28, 2026 |
| Pathway Financial Advisors LLC | History | Added to | 142,804 | 42,754 | 5.37% | 5.27% | 123 | +8,279 | 6.15% | Q4 2025 | Jan 14, 2026 |
| BOK Financial Private Wealth, Inc. | History | Added to | 145,859 | 42,331 | 2.59% | 2.67% | 124 | +2,099 | 1.46% | Q4 2025 | Feb 06, 2026 |
| Lido Advisors, LLC | History | Added to | 140,809 | 41,253 | 0.12% | 0.13% | 125 | +1,679 | 1.21% | Q4 2025 | Feb 10, 2026 |
| Perkins Coie Trust Co | History | Added to | 142,113 | 41,242 | 7.68% | 7.67% | 126 | +3,265 | 2.35% | Q4 2025 | Jan 12, 2026 |
| WESBANCO BANK INC | History | Added to | 141,775 | 41,145 | 1.13% | 1.11% | 127 | +6,231 | 4.6% | Q4 2025 | Feb 03, 2026 |
| GLENMEDE TRUST CO NA | History | New | 141,538 | 41,077 | 0.19% | — | 128 | +141,538 | New | Q4 2025 | Feb 17, 2026 |
| Wealthquest Corp | History | Added to | 140,437 | 40,757 | 3.08% | 3.23% | 129 | +2,678 | 1.94% | Q4 2025 | Feb 09, 2026 |
| Heartwood Wealth Advisors LLC | History | Added to | 140,195 | 40,687 | 3.75% | 3.81% | 130 | +1,205 | 0.87% | Q4 2025 | Jan 12, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 139,311 | 40,430 | 2.38% | 2.48% | 131 | +15,135 | 12.19% | Q4 2025 | Feb 10, 2026 |
| STEPHENS INC /AR/ | History | Added to | 138,968 | 40,331 | 0.5% | 0.48% | 132 | +11,234 | 8.79% | Q4 2025 | Feb 05, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Added to | 138,832 | 40,291 | 0.11% | 0.09% | 133 | +25,659 | 22.67% | Q4 2025 | Feb 17, 2026 |
| Fidato Wealth LLC | History | Added to | 138,455 | 40,182 | 25.67% | 26.02% | 134 | +3,704 | 2.75% | Q4 2025 | Feb 13, 2026 |
| Ballast, Inc. | History | Added to | 138,025 | 40,057 | 9.38% | 9.73% | 135 | +1,344 | 0.98% | Q4 2025 | Feb 03, 2026 |
| Fulcrum Capital LLC | History | Added to | 135,733 | 39,392 | 7.91% | 8.05% | 136 | +2,023 | 1.51% | Q4 2025 | Jan 15, 2026 |
| Apella Capital, LLC | History | Added to | 135,255 | 39,253 | 0.78% | 0.83% | 137 | +5,481 | 4.22% | Q4 2025 | Jan 21, 2026 |
| Horizon Investments, LLC | History | Added to | 135,191 | 39,235 | 0.5% | 0.47% | 138 | +12,400 | 10.1% | Q4 2025 | Feb 02, 2026 |
| NORTHERN TRUST CORP | History | Added to | 134,360 | 38,993 | 0.0% | 0.0% | 139 | +1,763 | 1.33% | Q4 2025 | Feb 17, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 131,929 | 38,297 | 0.29% | — | 140 | +131,929 | New | Q4 2025 | Feb 18, 2026 |
| IFC Advisors LLC | History | Added to | 131,672 | 38,213 | 5.58% | 6.92% | 141 | +3,048 | 2.37% | Q4 2025 | Feb 12, 2026 |
| DT Investment Partners, LLC | History | Reduced | 131,616 | 38,197 | 3.16% | 3.32% | 142 | -1,792 | -1.34% | Q4 2025 | Feb 10, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 130,935 | 37,999 | 0.93% | 0.97% | 143 | +3,863 | 3.04% | Q4 2025 | Jan 29, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 128,784 | 37,375 | 0.1% | 0.1% | 144 | +3,580 | 2.86% | Q4 2025 | Feb 17, 2026 |
| TL Private Wealth | History | Reduced | 125,034 | 37,342 | 14.37% | 14.53% | 145 | -20 | -0.02% | Q4 2025 | Jan 12, 2026 |
| Marquette Asset Management, LLC | History | Reduced | 128,441 | 37,276 | 5.5% | 5.79% | 146 | -240 | -0.19% | Q4 2025 | Jan 16, 2026 |
| SP Asset Management LLC | History | Added to | 127,785 | 37,085 | 2.93% | 2.96% | 147 | +997 | 0.79% | Q4 2025 | Jan 28, 2026 |
| MAI Capital Management | History | Added to | 127,536 | 37,013 | 0.21% | 0.21% | 148 | +12,699 | 11.06% | Q4 2025 | Feb 13, 2026 |
| AGF MANAGEMENT LTD | History | Added to | 122,514 | 35,556 | 0.15% | 0.16% | 149 | +554 | 0.45% | Q4 2025 | Feb 17, 2026 |
| GenTrust, LLC | History | Added to | 121,441 | 35,244 | 1.52% | 1.57% | 150 | +4,526 | 3.87% | Q4 2025 | Feb 02, 2026 |
| Conrad Siegel Investment Advisors, Inc. | History | Added to | 119,370 | 34,643 | 6.57% | 7.23% | 151 | +2,042 | 1.74% | Q4 2025 | Jan 14, 2026 |
| Enclave Advisors LLC | History | Added to | 119,127 | 34,572 | 4.9% | 4.79% | 152 | +12,293 | 11.51% | Q4 2025 | Jan 14, 2026 |
| American Trust | History | Added to | 119,080 | 34,559 | 2.91% | 2.92% | 153 | +1,345 | 1.14% | Q4 2025 | Feb 17, 2026 |
| SHUFRO ROSE & CO LLC | History | Added to | 116,688 | 33,865 | 2.29% | 1.59% | 154 | +41,360 | 54.91% | Q4 2025 | Feb 09, 2026 |
| Bouchey Financial Group Ltd | History | Added to | 116,365 | 33,771 | 2.53% | 2.57% | 155 | +2,789 | 2.46% | Q4 2025 | Jan 16, 2026 |
| HB Wealth Management, LLC | History | Reduced | 115,712 | 33,582 | 0.22% | 0.24% | 156 | -2,520 | -2.13% | Q4 2025 | Jan 28, 2026 |
| Summit Financial, LLC | History | Added to | 113,424 | 32,917 | 0.48% | 0.42% | 157 | +20,160 | 21.62% | Q4 2025 | Feb 13, 2026 |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | History | Added to | 109,070 | 32,846 | 4.69% | 4.63% | 158 | +10,888 | 11.09% | Q4 2025 | Feb 11, 2026 |
| Consolidated Portfolio Review Corp | History | Added to | 112,404 | 32,621 | 2.82% | 0.17% | 159 | +107,890 | 2390.12% | Q4 2025 | Jan 26, 2026 |
| Prosperity Consulting Group, LLC | History | Added to | 111,957 | 32,492 | 1.46% | 1.29% | 160 | +22,671 | 25.39% | Q4 2025 | Feb 17, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | Added to | 107,901 | 32,280 | 2.17% | 2.12% | 161 | +14,938 | 16.07% | Q4 2025 | Feb 13, 2026 |
| BROWN ADVISORY INC | History | Added to | 111,208 | 32,274 | 0.05% | 0.04% | 162 | +12,458 | 12.62% | Q4 2025 | Feb 13, 2026 |
| Blankinship & Foster, LLC | History | Added to | 110,408 | 32,042 | 6.92% | 7.03% | 163 | +985 | 0.9% | Q4 2025 | Jan 23, 2026 |
| WHITTIER TRUST CO | History | Added to | 106,789 | 31,971 | 0.35% | 0.33% | 164 | +7,699 | 7.77% | Q4 2025 | Jan 26, 2026 |
| Wealthspire Retirement, LLC | History | Added to | 108,537 | 31,499 | 1.92% | 2.03% | 165 | +319 | 0.29% | Q4 2025 | Feb 18, 2026 |
| Litman Gregory Wealth Management LLC | History | Reduced | 108,331 | 31,439 | 2.3% | 2.38% | 166 | -636 | -0.58% | Q4 2025 | Feb 12, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 107,776 | 31,278 | 0.19% | 0.17% | 167 | +15,188 | 16.4% | Q4 2025 | Jan 29, 2026 |
| Cranbrook Wealth Management, LLC | History | Added to | 107,765 | 31,275 | 6.17% | 6.18% | 168 | +2,959 | 2.82% | Q4 2025 | Jan 28, 2026 |
| BlackRock, Inc. | History | Added to | 104,275 | 30,262 | 0.0% | 0.0% | 169 | +67,486 | 183.44% | Q4 2025 | Feb 12, 2026 |
| Advantage Trust Co | History | Added to | 103,515 | 30,042 | 13.53% | 9.88% | 170 | +29,041 | 38.99% | Q4 2025 | Jan 29, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Reduced | 101,126 | 29,348 | 1.89% | 1.98% | 171 | -1,112 | -1.09% | Q4 2025 | Jan 26, 2026 |
| Procyon Advisors, LLC | History | Added to | 100,246 | 29,093 | 1.44% | 1.74% | 172 | +81 | 0.08% | Q4 2025 | Jan 07, 2026 |
| ProVise Management Group, LLC | History | Added to | 99,462 | 28,865 | 2.05% | 2.13% | 173 | +1,058 | 1.08% | Q4 2025 | Jan 29, 2026 |
| SEARCY FINANCIAL SERVICES INC /ADV | History | Added to | 98,634 | 28,625 | 10.61% | 10.91% | 174 | +893 | 0.91% | Q4 2025 | Jan 22, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 97,737 | 28,365 | 0.3% | 0.17% | 175 | +59,087 | 152.88% | Q4 2025 | Jan 23, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 97,091 | 28,177 | 0.6% | 0.44% | 176 | +30,028 | 44.78% | Q4 2025 | Feb 05, 2026 |
| ARROW FINANCIAL CORP | History | Reduced | 95,506 | 27,717 | 2.76% | 3.0% | 177 | -4,462 | -4.46% | Q4 2025 | Feb 05, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 95,269 | 27,648 | 0.37% | 0.22% | 178 | +56,339 | 144.72% | Q4 2025 | Feb 06, 2026 |
| BCK Partners, Inc. | History | Reduced | 95,057 | 27,587 | 14.91% | 15.31% | 179 | -1,719 | -1.78% | Q4 2025 | Jan 28, 2026 |
| Round Rock Advisors LLC | History | Added to | 94,747 | 27,497 | 4.13% | 4.36% | 180 | +1,108 | 1.18% | Q4 2025 | Jan 27, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | Added to | 94,535 | 27,435 | 1.72% | 1.76% | 181 | +3,767 | 4.15% | Q4 2025 | Jan 21, 2026 |
| ST GERMAIN D J CO INC | History | Added to | 93,639 | 27,175 | 1.06% | 1.1% | 182 | +258 | 0.28% | Q4 2025 | Jan 29, 2026 |
| SOL Capital Management CO | History | Reduced | 93,401 | 27,107 | 2.43% | 2.51% | 183 | -1,865 | -1.96% | Q4 2025 | Jan 30, 2026 |
| Pacific Center for Financial Services | History | No change | 92,087 | 27,049 | 6.9% | 6.9% | 184 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Trust Co of the South | History | Reduced | 92,477 | 26,838 | 4.32% | 4.62% | 185 | -2,237 | -2.36% | Q4 2025 | Jan 05, 2026 |
| Zhang Financial LLC | History | Added to | 92,354 | 26,803 | 1.0% | 1.04% | 186 | +4,806 | 5.49% | Q4 2025 | Feb 10, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 91,888 | 26,667 | 0.26% | 0.26% | 187 | +4,251 | 4.85% | Q4 2025 | Feb 13, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 90,698 | 26,322 | 4.79% | 0.42% | 188 | +418 | 0.46% | Q4 2025 | Mar 04, 2026 |
| Wolff Financial Management LLC | History | Added to | 88,940 | 25,812 | 5.81% | 5.93% | 189 | +1,997 | 2.3% | Q4 2025 | Feb 06, 2026 |
| Callan Family Office, LLC | History | Added to | 88,689 | 25,739 | 0.55% | 0.04% | 190 | +83,887 | 1746.92% | Q4 2025 | Feb 12, 2026 |
| Stephens Consulting, LLC | History | Added to | 88,518 | 25,689 | 8.3% | 8.82% | 191 | +773 | 0.88% | Q4 2025 | Jan 13, 2026 |
| Glenview Trust Co | History | Reduced | 88,378 | 25,649 | 0.4% | 0.41% | 192 | -640 | -0.72% | Q4 2025 | Feb 09, 2026 |
| BOKF, NA | History | Added to | 88,127 | 25,576 | 0.39% | 0.37% | 193 | +4,388 | 5.24% | Q4 2025 | Feb 03, 2026 |
| McIlrath & Eck, LLC | History | Added to | 87,637 | 25,433 | 2.36% | 2.48% | 194 | +5,758 | 7.03% | Q4 2025 | Feb 03, 2026 |
| Cadence Bank | History | Added to | 84,854 | 24,626 | 1.44% | 1.48% | 195 | +1,765 | 2.12% | Q4 2025 | Jan 30, 2026 |
| CWM, LLC | History | Added to | 84,817 | 24,616 | 0.07% | 0.07% | 196 | +3,781 | 4.67% | Q4 2025 | Jan 26, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 84,299 | 24,465 | 1.18% | 0.72% | 197 | +49,243 | 140.47% | Q4 2025 | Feb 12, 2026 |
| Facet Wealth, Inc. | History | Reduced | 81,624 | 24,443 | 0.43% | 0.53% | 198 | -5,453 | -6.26% | Q4 2025 | Jan 29, 2026 |
| American Financial Advisors, LLC | History | Reduced | 83,430 | 24,213 | 3.13% | 3.22% | 199 | -1,718 | -2.02% | Q4 2025 | Feb 03, 2026 |
| TECTONIC ADVISORS LLC | History | Added to | 83,368 | 24,195 | 1.28% | 1.25% | 200 | +5,433 | 6.97% | Q4 2025 | Jan 23, 2026 |
| William Mack & Associates, Inc. | History | Added to | 82,657 | 23,988 | 11.29% | 10.49% | 201 | +16,263 | 24.49% | Q4 2025 | Feb 09, 2026 |
| Cornerstone Advisory, LLC | History | Added to | 82,321 | 23,891 | 2.28% | 2.28% | 202 | +3,289 | 4.16% | Q4 2025 | Jan 28, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | Reduced | 80,124 | 23,253 | 1.88% | 1.95% | 203 | -1,058 | -1.3% | Q4 2025 | Feb 06, 2026 |
| SHP Wealth Management | History | New | 79,349 | 23,031 | 1.79% | — | 204 | +79,349 | New | Q4 2025 | Mar 04, 2026 |
| GeoWealth Management, LLC | History | Reduced | 78,980 | 22,921 | 0.84% | 0.86% | 205 | -1,524 | -1.89% | Q4 2025 | Feb 17, 2026 |
| Marietta Wealth Management, LLC | History | Added to | 78,753 | 22,855 | 2.64% | 2.8% | 206 | +781 | 1.0% | Q4 2025 | Jan 28, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 77,971 | 22,628 | 0.29% | 0.34% | 207 | -8,073 | -9.38% | Q4 2025 | Feb 09, 2026 |
| Mason & Associates, LLC | History | Reduced | 76,753 | 22,275 | 5.06% | 5.65% | 208 | -3,658 | -4.55% | Q4 2025 | Jan 21, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 76,269 | 22,134 | 0.26% | 0.29% | 209 | -33,203 | -30.33% | Q4 2025 | Feb 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 76,260 | 22,132 | 0.0% | 0.0% | 210 | -9,914 | -11.5% | Q4 2025 | Feb 17, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 75,992 | 22,054 | 1.06% | 1.14% | 211 | -4,597 | -5.7% | Q4 2025 | Jan 20, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Reduced | 73,527 | 22,013 | 0.46% | 0.55% | 212 | -14,407 | -16.38% | Q4 2025 | Jan 26, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Reduced | 75,211 | 21,828 | 0.45% | 0.43% | 213 | -6,931 | -8.44% | Q4 2025 | Feb 05, 2026 |
| Grey Fox Wealth Advisors, LLC | History | Added to | 74,903 | 21,738 | 4.45% | 4.3% | 214 | +3,332 | 4.66% | Q4 2025 | Feb 12, 2026 |
| Veracity Capital LLC | History | Added to | 74,313 | 21,567 | 6.35% | 6.63% | 215 | +3,503 | 4.95% | Q4 2025 | Jan 29, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 73,977 | 21,469 | 1.79% | 1.97% | 216 | -6,732 | -8.34% | Q4 2025 | Feb 13, 2026 |
| Simmons Bank | History | Reduced | 73,901 | 21,447 | 1.43% | 1.49% | 217 | -1,976 | -2.6% | Q4 2025 | Feb 05, 2026 |
| FIDELIS iM, LLC | History | Reduced | 73,011 | 21,189 | 8.23% | 15.46% | 218 | -32,218 | -30.62% | Q4 2025 | Jan 23, 2026 |
| NORTHEAST INVESTMENT MANAGEMENT | History | Added to | 72,592 | 21,067 | 0.82% | 0.84% | 219 | +1,657 | 2.34% | Q4 2025 | Feb 04, 2026 |
| Grant Street Asset Management, Inc. | History | Added to | 71,970 | 20,887 | 4.21% | 4.36% | 220 | +1,649 | 2.34% | Q4 2025 | Jan 28, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Reduced | 71,007 | 20,607 | 0.65% | 0.69% | 221 | -1,087 | -1.51% | Q4 2025 | Jan 30, 2026 |
| MONTAG A & ASSOCIATES INC | History | Added to | 70,837 | 20,558 | 0.94% | 0.95% | 222 | +402 | 0.57% | Q4 2025 | Feb 02, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Added to | 70,071 | 20,335 | 0.57% | 0.59% | 223 | +142 | 0.2% | Q4 2025 | Jan 12, 2026 |
| SAGE RHINO CAPITAL LLC | History | Added to | 69,941 | 20,298 | 3.83% | 3.88% | 224 | +1,491 | 2.18% | Q4 2025 | Jan 30, 2026 |
| PRUDENT INVESTORS NETWORK, INC. | History | Reduced | 69,837 | 20,268 | 4.65% | 5.71% | 225 | -9,562 | -12.04% | Q4 2025 | Feb 05, 2026 |
| Twele Capital Management, Inc. | History | Added to | 69,737 | 20,239 | 3.62% | 3.75% | 226 | +602 | 0.87% | Q4 2025 | Jan 09, 2026 |
| BURLING WEALTH PARTNERS, LLC | History | Added to | 69,618 | 20,204 | 3.14% | 3.31% | 227 | +1,609 | 2.37% | Q4 2025 | Feb 06, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 69,147 | 20,067 | 0.23% | 0.24% | 228 | -2,627 | -3.66% | Q4 2025 | Jan 21, 2026 |
| Buck Wealth Strategies, LLC | History | Reduced | 68,896 | 19,995 | 2.54% | 3.56% | 229 | -19,572 | -22.12% | Q4 2025 | Feb 03, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 68,474 | 19,872 | 0.25% | 0.26% | 230 | -20 | -0.03% | Q4 2025 | Jan 29, 2026 |
| BESSEMER GROUP INC | History | Reduced | 68,397 | 19,850 | 0.03% | 0.09% | 231 | -125,404 | -64.71% | Q4 2025 | Feb 05, 2026 |
| Integrated Capital Management, LLC | History | Added to | 67,557 | 19,606 | 8.43% | 8.52% | 232 | +2,212 | 3.39% | Q4 2025 | Jan 26, 2026 |
| BRIDGES INVESTMENT MANAGEMENT INC | History | Added to | 67,485 | 19,585 | 0.25% | 0.22% | 233 | +7,939 | 13.33% | Q4 2025 | Feb 10, 2026 |
| INTRUST BANK NA | History | Added to | 67,048 | 19,458 | 1.61% | 1.64% | 234 | +97 | 0.14% | Q4 2025 | Feb 06, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 66,826 | 19,413 | 0.21% | 0.22% | 235 | +1,302 | 1.99% | Q4 2025 | Feb 02, 2026 |
| Visionary Wealth Advisors | History | Added to | 65,776 | 19,089 | 0.86% | 0.88% | 236 | +1,549 | 2.41% | Q4 2025 | Feb 13, 2026 |
| Ballentine Partners, LLC | History | Reduced | 65,350 | 18,965 | 0.27% | 0.27% | 237 | -7 | -0.01% | Q4 2025 | Feb 03, 2026 |
| RTD Financial Advisors, Inc. | History | Reduced | 65,016 | 18,868 | 2.3% | 2.36% | 238 | -1,775 | -2.66% | Q4 2025 | Jan 27, 2026 |
| World Investment Advisors | History | Added to | 64,917 | 18,840 | 0.31% | 0.3% | 239 | +15,143 | 30.42% | Q4 2025 | Mar 12, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 64,532 | 18,728 | 0.27% | 0.29% | 240 | -17,782 | -21.6% | Q4 2025 | Feb 02, 2026 |
| Quantinno Capital Management LP | History | Added to | 64,518 | 18,724 | 0.04% | 0.04% | 241 | +13,276 | 25.91% | Q4 2025 | Feb 17, 2026 |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | History | Reduced | 63,945 | 18,558 | 0.81% | 0.8% | 242 | -168 | -0.26% | Q4 2025 | Feb 17, 2026 |
| Single Point Partners, LLC | History | Reduced | 63,636 | 18,468 | 3.65% | 3.83% | 243 | -561 | -0.87% | Q4 2025 | Jan 26, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 63,415 | 18,404 | 0.33% | 0.38% | 244 | -3,039 | -4.57% | Q4 2025 | Jan 07, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 63,309 | 18,373 | 0.35% | 0.35% | 245 | +4,102 | 6.93% | Q4 2025 | Feb 12, 2026 |
| Next Level Wealth Planning, LLC | History | Added to | 61,739 | 17,918 | 9.54% | 9.95% | 246 | +1,756 | 2.93% | Q4 2025 | Jan 26, 2026 |
| Meridian Wealth Advisors, LLC | History | Added to | 61,593 | 17,875 | 2.48% | 1.86% | 247 | +16,964 | 38.01% | Q4 2025 | Feb 17, 2026 |
| Sandy Cove Advisors, LLC | History | Added to | 61,468 | 17,839 | 5.28% | 4.63% | 248 | +12,171 | 24.69% | Q4 2025 | Feb 09, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 61,418 | 17,824 | 0.01% | 0.0% | 249 | +17,815 | 40.86% | Q4 2025 | Feb 17, 2026 |
| CHOREO, LLC | History | Added to | 60,809 | 17,812 | 0.23% | 0.23% | 250 | +611 | 1.01% | Q4 2025 | Jan 23, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 61,051 | 17,718 | 0.2% | 0.28% | 251 | +4,812 | 8.56% | Q4 2025 | Jan 29, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | New | 60,934 | 17,684 | 0.01% | — | 252 | +60,934 | New | Q4 2025 | Feb 13, 2026 |
| SAGE FINANCIAL GROUP INC | History | Added to | 60,688 | 17,612 | 1.17% | 1.19% | 253 | +889 | 1.49% | Q4 2025 | Jan 27, 2026 |
| Crane Advisory, LLC | History | Reduced | 58,341 | 17,453 | 2.64% | 2.87% | 254 | -4,050 | -6.49% | Q4 2025 | Jan 15, 2026 |
| HERITAGE INVESTORS MANAGEMENT CORP | History | Reduced | 60,074 | 17,435 | 0.51% | 0.54% | 255 | -1,365 | -2.22% | Q4 2025 | Feb 06, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 59,936 | 17,394 | 0.43% | 0.38% | 256 | +10,109 | 20.29% | Q4 2025 | Feb 09, 2026 |
| HILLMAN CO | History | No change | 59,730 | 17,334 | 6.01% | 5.42% | 257 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 59,473 | 17,260 | 0.92% | 0.9% | 258 | +5,214 | 9.61% | Q4 2025 | Jan 20, 2026 |
| AJ Advisors, LLC | History | Added to | 59,175 | 17,173 | 6.34% | 6.7% | 259 | +3,463 | 6.22% | Q4 2025 | Jan 21, 2026 |
| AlphaCore Capital LLC | History | Added to | 58,722 | 17,042 | 0.38% | 0.55% | 260 | +3,512 | 6.36% | Q4 2025 | Feb 05, 2026 |
| Caprock Group, LLC | History | Added to | 58,150 | 16,876 | 0.36% | 0.41% | 261 | +1,051 | 1.84% | Q4 2025 | Jan 28, 2026 |
| Tribridge Partners Financial LLC | History | Added to | 58,055 | 16,848 | 7.07% | 7.35% | 262 | +3,719 | 6.84% | Q4 2025 | Jan 26, 2026 |
| NORTHSTAR ASSET MANAGEMENT Co | History | Reduced | 57,909 | 16,806 | 3.57% | 3.65% | 263 | -25 | -0.04% | Q4 2025 | Jan 27, 2026 |
| Praetorian Wealth Management, Inc. | History | Reduced | 57,865 | 16,793 | 3.33% | 3.54% | 264 | -856 | -1.46% | Q4 2025 | Jan 14, 2026 |
| Sierra Capital LLC | History | Added to | 57,658 | 16,733 | 1.77% | 1.86% | 265 | +21 | 0.04% | Q4 2025 | Feb 18, 2026 |
| Investments & Financial Planning, LLC | History | Reduced | 57,285 | 16,625 | 8.92% | 9.3% | 266 | -1,342 | -2.29% | Q4 2025 | Feb 23, 2026 |
| DORVAL Corp | History | Added to | 56,843 | 16,496 | 5.27% | 5.4% | 267 | +1,324 | 2.38% | Q4 2025 | Jan 26, 2026 |
| Equity Wealth Partners, LLC | History | Added to | 56,792 | 16,482 | 10.69% | 8.85% | 268 | +19,659 | 52.94% | Q4 2025 | Jan 26, 2026 |
| Napier Financial, LLC | History | New | 56,667 | 16,445 | 4.11% | — | 269 | +56,667 | New | Q4 2025 | Feb 11, 2026 |
| Sylvest Advisors, LLC | History | Added to | 56,541 | 16,409 | 8.75% | 8.78% | 270 | +896 | 1.61% | Q4 2025 | Jan 20, 2026 |
| OAK HARBOR WEALTH PARTNERS, LLC | History | Added to | 56,424 | 16,375 | 3.93% | 4.05% | 271 | +650 | 1.17% | Q4 2025 | Feb 02, 2026 |
| Wedmont Private Capital | History | Added to | 55,132 | 16,305 | 0.57% | 0.6% | 272 | +242 | 0.44% | Q4 2025 | Jan 08, 2026 |
| Goldstone Financial Group, LLC | History | Added to | 55,633 | 16,145 | 1.8% | 1.76% | 273 | +5,047 | 9.98% | Q4 2025 | Feb 13, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 55,525 | 16,114 | 0.03% | 0.07% | 274 | -78,201 | -58.48% | Q4 2025 | Feb 12, 2026 |
| Towerpoint Wealth, LLC | History | Added to | 55,142 | 16,003 | 6.34% | 6.27% | 275 | +3,003 | 5.76% | Q4 2025 | Jan 15, 2026 |
| Parallel Advisors, LLC | History | Reduced | 55,104 | 15,992 | 0.29% | 0.3% | 276 | -11 | -0.02% | Q4 2025 | Feb 11, 2026 |
| EnRich Financial Partners LLC | History | Added to | 54,916 | 15,937 | 4.34% | 4.43% | 277 | +1,969 | 3.72% | Q4 2025 | Jan 28, 2026 |
| Riverview Capital Advisers, LLC | History | Added to | 54,636 | 15,856 | 4.8% | 4.61% | 278 | +323 | 0.59% | Q4 2025 | Feb 17, 2026 |
| VANGUARD GROUP INC | History | Added to | 54,216 | 15,734 | 0.0% | 0.0% | 279 | +549 | 1.02% | Q4 2025 | Jan 29, 2026 |
| James Reed Financial Services, Inc. | History | Added to | 54,175 | 15,722 | 12.6% | 13.77% | 280 | +1,877 | 3.59% | Q4 2025 | Jan 14, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 54,126 | 15,708 | 0.31% | 0.34% | 281 | -1,383 | -2.49% | Q4 2025 | Jan 14, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Added to | 53,990 | 15,669 | 1.71% | 0.88% | 282 | +27,615 | 104.7% | Q4 2025 | Feb 18, 2026 |
| Brand Asset Management Group, Inc. | History | Added to | 53,937 | 15,653 | 4.38% | 4.42% | 283 | +499 | 0.93% | Q4 2025 | Feb 11, 2026 |
| New Insight Wealth Advisors | History | Added to | 53,768 | 15,604 | 5.57% | 5.69% | 284 | +2,307 | 4.48% | Q4 2025 | Feb 17, 2026 |
| FIDUCIENT ADVISORS LLC | History | Added to | 53,585 | 15,551 | 1.93% | 1.83% | 285 | +439 | 0.83% | Q4 2025 | Feb 10, 2026 |
| jvl associates llc | History | Reduced | 53,465 | 15,516 | 5.05% | 5.22% | 286 | -192 | -0.36% | Q4 2025 | Jan 09, 2026 |
| Tarbox Family Office, Inc. | History | Reduced | 53,178 | 15,433 | 2.48% | 2.74% | 287 | -10,354 | -16.3% | Q4 2025 | Jan 21, 2026 |
| Avior Wealth Management, LLC | History | Added to | 55,090 | 15,409 | 0.48% | 0.45% | 288 | +5,594 | 11.3% | Q4 2025 | Jan 06, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Reduced | 53,028 | 15,389 | 0.98% | 1.09% | 289 | -3,616 | -6.38% | Q4 2025 | Jan 23, 2026 |
| TriaGen Wealth Management LLC | History | Added to | 52,885 | 15,348 | 3.97% | 3.95% | 290 | +1,393 | 2.71% | Q4 2025 | Jan 27, 2026 |
| Prospera Financial Services Inc | History | Added to | 52,728 | 15,322 | 0.25% | 0.22% | 291 | +8,642 | 19.6% | Q4 2025 | Feb 09, 2026 |
| James J. Burns & Company, LLC | History | Added to | 52,791 | 15,321 | 2.11% | 2.18% | 292 | +3,115 | 6.27% | Q4 2025 | Jan 23, 2026 |
| Core Wealth Advisors, Inc. | History | Added to | 52,582 | 15,260 | 3.96% | 3.99% | 293 | +509 | 0.98% | Q4 2025 | Feb 17, 2026 |
| Field & Main Bank | History | Added to | 52,504 | 15,237 | 4.39% | 3.78% | 294 | +8,884 | 20.37% | Q4 2025 | Jan 28, 2026 |
| Carnegie Investment Counsel | History | Added to | 52,361 | 15,196 | 0.28% | 0.29% | 295 | +566 | 1.09% | Q4 2025 | Jan 23, 2026 |
| Scott Capital Advisors, LLC | History | Reduced | 51,682 | 14,999 | 3.32% | 3.49% | 296 | -532 | -1.02% | Q4 2025 | Jan 12, 2026 |
| Asset Management Group, Inc. | History | Added to | 51,185 | 14,854 | 2.4% | 2.34% | 297 | +2,563 | 5.27% | Q4 2025 | Feb 17, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | Reduced | 51,008 | 14,803 | 4.87% | 5.02% | 298 | -167 | -0.33% | Q4 2025 | Jan 27, 2026 |
| Fiduciary Wealth Partners, LLC | History | Reduced | 50,701 | 14,714 | 6.03% | 6.71% | 299 | -3,732 | -6.86% | Q4 2025 | Jan 28, 2026 |
| Fee-Only Financial Planning, L.C. | History | Reduced | 50,663 | 14,703 | 8.57% | 8.8% | 300 | -678 | -1.32% | Q4 2025 | Jan 26, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | Reduced | 50,576 | 14,678 | 1.07% | 1.29% | 301 | -5,467 | -9.76% | Q4 2025 | Feb 09, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 50,449 | 14,641 | 0.0% | 0.0% | 302 | +1,925 | 3.97% | Q4 2025 | Feb 11, 2026 |
| JNBA Financial Advisors | History | Reduced | 50,375 | 14,619 | 1.28% | 1.36% | 303 | -400 | -0.79% | Q4 2025 | Jan 26, 2026 |
| Roof Eidam Maycock Peralta, LLC | History | Reduced | 49,558 | 14,382 | 3.26% | 3.55% | 304 | -184 | -0.37% | Q4 2025 | Jan 26, 2026 |
| Smith & Howard Wealth Management, LLC | History | Added to | 49,350 | 14,321 | 3.22% | 3.0% | 305 | +5,062 | 11.43% | Q4 2025 | Feb 03, 2026 |
| COMMERCE BANK | History | Reduced | 49,315 | 14,312 | 0.08% | 0.08% | 306 | -923 | -1.84% | Q4 2025 | Feb 13, 2026 |
| Global Retirement Partners, LLC | History | Added to | 49,234 | 14,288 | 0.25% | 0.32% | 307 | +43 | 0.09% | Q4 2025 | Feb 06, 2026 |
| HUB Investment Partners, LLC | History | Added to | 48,595 | 14,103 | 0.37% | 0.47% | 308 | +911 | 1.91% | Q4 2025 | Feb 17, 2026 |
| STALEY CAPITAL ADVISERS INC | History | Reduced | 48,462 | 14,064 | 0.58% | 0.59% | 309 | -203 | -0.42% | Q4 2025 | Feb 05, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 48,154 | 13,975 | 0.74% | 0.87% | 310 | +650 | 1.37% | Q4 2025 | Jan 26, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 47,961 | 13,919 | 0.08% | 0.07% | 311 | +6,096 | 14.56% | Q4 2025 | Feb 11, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 47,927 | 13,909 | 0.51% | 0.54% | 312 | -829 | -1.7% | Q4 2025 | Feb 02, 2026 |
| Belpointe Asset Management LLC | History | Added to | 47,509 | 13,788 | 0.5% | 0.5% | 313 | +2,665 | 5.94% | Q4 2025 | Jan 27, 2026 |
| Somnio Financial Group, LLC | History | Added to | 47,355 | 13,743 | 9.08% | 9.25% | 314 | +898 | 1.93% | Q4 2025 | Jan 08, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 47,339 | 13,738 | 0.01% | 0.01% | 315 | +10,740 | 29.35% | Q4 2025 | Feb 17, 2026 |
| ForthRight Wealth Management, LLC | History | Added to | 47,074 | 13,661 | 3.93% | 3.96% | 316 | +717 | 1.55% | Q4 2025 | Jan 13, 2026 |
| Freedom Financial Partners LLC | History | Added to | 47,017 | 13,645 | 4.96% | 5.03% | 317 | +2,113 | 4.71% | Q4 2025 | Jan 06, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 46,865 | 13,601 | 0.17% | 0.19% | 318 | -698 | -1.47% | Q4 2025 | Feb 05, 2026 |
| Whelan Financial | History | Added to | 46,574 | 13,516 | 4.22% | 4.29% | 319 | +482 | 1.05% | Q4 2025 | Feb 02, 2026 |
| Acropolis Investment Management, LLC | History | Reduced | 46,245 | 13,421 | 0.6% | 0.66% | 320 | -101 | -0.22% | Q4 2025 | Jan 14, 2026 |
| FIRST NATIONAL BANK SIOUX FALLS | History | Added to | 45,820 | 13,297 | 3.98% | 4.14% | 321 | +665 | 1.47% | Q4 2025 | Jan 30, 2026 |
| Roundview Capital LLC | History | Added to | 45,266 | 13,136 | 0.81% | 0.81% | 322 | +1,431 | 3.26% | Q4 2025 | Feb 09, 2026 |
| Wheelhouse Advisory Group LLC | History | Added to | 44,764 | 13,112 | 4.99% | 5.19% | 323 | +3,739 | 9.11% | Q4 2025 | Jan 29, 2026 |
| Financial Futures Ltd Liability Co. | History | Added to | 45,104 | 13,090 | 6.07% | 5.93% | 324 | +3,551 | 8.55% | Q4 2025 | Jan 23, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 44,864 | 13,020 | 1.51% | 2.03% | 325 | +4,624 | 11.49% | Q4 2025 | Feb 13, 2026 |
| Avion Wealth | History | Added to | 44,854 | 13,017 | 2.73% | 2.51% | 326 | +5,049 | 12.68% | Q4 2025 | Jan 23, 2026 |
| CoreCap Advisors, LLC | History | Added to | 44,656 | 12,960 | 0.45% | 0.47% | 327 | +573 | 1.3% | Q4 2025 | Jan 13, 2026 |
| ALLEN WEALTH MANAGEMENT, LLC | History | New | 44,640 | 12,955 | 7.8% | — | 328 | +44,640 | New | Q4 2025 | Jan 23, 2026 |
| Fortis Capital Advisors, LLC | History | Added to | 44,546 | 12,928 | 1.91% | 1.95% | 329 | +2,654 | 6.34% | Q4 2025 | Jan 27, 2026 |
| Aries Wealth Management | History | Added to | 44,496 | 12,913 | 2.86% | 2.85% | 330 | +3,441 | 8.38% | Q4 2025 | Jan 30, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Reduced | 44,440 | 12,897 | 0.24% | 0.27% | 331 | -2,041 | -4.39% | Q4 2025 | Feb 10, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | Added to | 44,359 | 12,873 | 0.79% | 0.83% | 332 | +2 | 0.0% | Q4 2025 | Feb 12, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 44,259 | 12,844 | 0.2% | 0.21% | 333 | -51 | -0.12% | Q4 2025 | Feb 12, 2026 |
| BTG Pactual Asset Management US LLC | History | Added to | 45,466 | 12,722 | 1.24% | 0.58% | 334 | +1,627 | 3.71% | Q4 2025 | Feb 17, 2026 |
| Koenig Investment Advisory, LLC | History | New | 41,303 | 12,682 | 10.28% | — | 335 | +41,303 | New | Q4 2025 | Mar 03, 2026 |
| Rossmore Private Capital | History | Added to | 43,645 | 12,666 | 1.13% | 1.25% | 336 | +4,040 | 10.2% | Q4 2025 | Feb 05, 2026 |
| Texas Yale Capital Corp. | History | Added to | 43,264 | 12,555 | 0.38% | 0.37% | 337 | +2,774 | 6.85% | Q4 2025 | Feb 10, 2026 |
| Ironsides Asset Advisors, LLC | History | No change | 43,126 | 12,516 | 3.17% | 3.27% | 338 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Black Diamond Financial, LLC | History | Reduced | 43,113 | 12,512 | 1.32% | 1.43% | 339 | -422 | -0.97% | Q4 2025 | Feb 03, 2026 |
| F/m Investments LLC | History | Added to | 42,974 | 12,471 | 0.47% | 0.48% | 340 | +176 | 0.41% | Q4 2025 | Feb 03, 2026 |
| Gibraltar Capital Management, Inc. | History | Added to | 42,758 | 12,409 | 2.11% | 2.04% | 341 | +4,069 | 10.52% | Q4 2025 | Feb 02, 2026 |
| Zuckerman Investment Group, LLC | History | Added to | 42,617 | 12,368 | 1.1% | 1.11% | 342 | +1,745 | 4.27% | Q4 2025 | Feb 13, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 42,400 | 12,305 | 0.18% | 0.18% | 343 | +2,883 | 7.3% | Q4 2025 | Feb 09, 2026 |
| HALL CAPITAL MANAGEMENT CO INC | History | Added to | 42,145 | 12,231 | 4.72% | 4.76% | 344 | +1,077 | 2.62% | Q4 2025 | Feb 17, 2026 |
| 4Thought Financial Group Inc. | History | Added to | 42,077 | 12,211 | 6.05% | 6.07% | 345 | +1,204 | 2.95% | Q4 2025 | Jan 29, 2026 |
| Compound Planning, Inc. | History | Added to | 42,035 | 12,199 | 0.36% | 0.35% | 346 | +4,809 | 12.92% | Q4 2025 | Feb 19, 2026 |
| Ancora Advisors LLC | History | Added to | 41,878 | 12,153 | 0.25% | 0.25% | 347 | +38 | 0.09% | Q4 2025 | Feb 17, 2026 |
| Pearl Planning LLC | History | New | 41,774 | 12,123 | 7.41% | — | 348 | +41,774 | New | Q4 2025 | Feb 03, 2026 |
| Fortitude Family Office, LLC | History | Added to | 41,759 | 12,119 | 2.82% | 2.97% | 349 | +4,176 | 11.11% | Q4 2025 | Jan 15, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 53,032 | 12,084 | 0.29% | 0.35% | 350 | -9,021 | -14.54% | Q4 2025 | Feb 11, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 40,214 | 12,041 | 0.56% | 0.59% | 351 | +5,013 | 14.24% | Q4 2025 | Feb 03, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 41,265 | 11,975 | 0.45% | 0.23% | 352 | +29,546 | 252.12% | Q4 2025 | Feb 04, 2026 |
| VSM Wealth Advisory, LLC | History | Reduced | 41,168 | 11,947 | 3.59% | 3.83% | 353 | -800 | -1.91% | Q4 2025 | Feb 06, 2026 |
| COZAD ASSET MANAGEMENT INC | History | Added to | 41,055 | 11,915 | 0.92% | 0.92% | 354 | +1,746 | 4.44% | Q4 2025 | Feb 13, 2026 |
| Forum Private Client Group LLC | History | Added to | 40,985 | 11,894 | 4.05% | 3.76% | 355 | +5,087 | 14.17% | Q4 2025 | Feb 06, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 40,976 | 11,892 | 0.43% | 0.12% | 356 | +32,485 | 382.58% | Q4 2025 | Feb 09, 2026 |
| Noble Family Wealth, LLC | History | No change | 40,484 | 11,749 | 2.48% | 2.62% | 357 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | Added to | 40,139 | 11,649 | 3.53% | 3.09% | 358 | +5,688 | 16.51% | Q4 2025 | Feb 10, 2026 |
| BAILARD, INC. | History | Added to | 40,041 | 11,620 | 0.26% | 0.26% | 359 | +24 | 0.06% | Q4 2025 | Feb 04, 2026 |
| Arkos Global Advisors | History | Reduced | 40,011 | 11,612 | 1.48% | 1.5% | 360 | -158 | -0.39% | Q4 2025 | Feb 13, 2026 |
| Gratus Wealth Advisors, LLC | History | Added to | 39,870 | 11,571 | 1.6% | 1.63% | 361 | +417 | 1.06% | Q4 2025 | Feb 04, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 39,782 | 11,545 | 0.23% | 0.27% | 362 | -559 | -1.39% | Q4 2025 | Feb 09, 2026 |
| May Hill Capital, LLC | History | Added to | 39,510 | 11,466 | 1.5% | 1.97% | 363 | +16,663 | 72.93% | Q4 2025 | Feb 05, 2026 |
| Advisory Services Network, LLC | History | Added to | 39,427 | 11,442 | 0.16% | 0.16% | 364 | +2,499 | 6.77% | Q4 2025 | Feb 17, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 39,279 | 11,399 | 0.13% | 0.14% | 365 | -694 | -1.74% | Q4 2025 | Jan 20, 2026 |
| PETREDIS INVESTMENT ADVISORS LLC | History | Reduced | 39,211 | 11,379 | 0.89% | 0.92% | 366 | -50 | -0.13% | Q4 2025 | Jan 14, 2026 |
| Axiom Financial Strategies, LLC | History | Reduced | 39,206 | 11,378 | 4.79% | 4.97% | 367 | -146 | -0.37% | Q4 2025 | Jan 23, 2026 |
| ANDERSON HOAGLAND & CO | History | Reduced | 39,085 | 11,343 | 0.98% | 1.04% | 368 | -213 | -0.54% | Q4 2025 | Jan 05, 2026 |
| Arkadios Wealth Advisors | History | Added to | 39,035 | 11,328 | 0.22% | 0.25% | 369 | +4,159 | 11.93% | Q4 2025 | Feb 13, 2026 |
| JDM Financial Group LLC | History | Added to | 82,901 | 11,297 | 4.39% | 4.69% | 370 | +41,726 | 101.34% | Q4 2025 | Feb 02, 2026 |
| Fort Point Capital Partners LLC | History | Reduced | 37,310 | 11,240 | 1.26% | 1.39% | 371 | -2,686 | -6.72% | Q4 2025 | Feb 13, 2026 |
| Savant Capital, LLC | History | Added to | 38,708 | 11,233 | 0.06% | 0.07% | 372 | +1,220 | 3.25% | Q4 2025 | Feb 10, 2026 |
| Bank of New Hampshire | History | New | 38,647 | 11,216 | 2.52% | — | 373 | +38,647 | New | Q4 2025 | Mar 16, 2026 |
| Ruggaard & Associates LLC | History | Reduced | 38,580 | 11,196 | 4.41% | 4.73% | 374 | -4,493 | -10.43% | Q4 2025 | Feb 20, 2026 |
| Horizons Wealth Management | History | Added to | 38,448 | 11,158 | 7.31% | 7.51% | 375 | +896 | 2.39% | Q4 2025 | Jan 05, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 38,168 | 11,077 | 0.07% | 0.08% | 376 | -4,459 | -10.46% | Q4 2025 | Feb 09, 2026 |
| EP Wealth Advisors, LLC | History | New | 38,163 | 11,075 | 0.06% | — | 377 | +38,163 | New | Q4 2025 | Feb 18, 2026 |
| First Bancorp, Inc /ME/ | History | Added to | 38,153 | 11,072 | 5.89% | 5.8% | 378 | +1,038 | 2.8% | Q4 2025 | Jan 26, 2026 |
| MOR Wealth Management, LLC | History | New | 38,065 | 11,047 | 5.05% | — | 379 | +38,065 | New | Q4 2025 | Jan 15, 2026 |
| Red Wave Investments LLC | History | Added to | 37,866 | 10,989 | 3.27% | 3.39% | 380 | +279 | 0.74% | Q4 2025 | Feb 06, 2026 |
| Whitegate Investment Counselors, Inc. | History | Added to | 37,721 | 10,947 | 3.42% | 2.95% | 381 | +7,232 | 23.72% | Q4 2025 | Feb 10, 2026 |
| Rooted Wealth Advisors, Inc. | History | Reduced | 36,498 | 10,878 | 3.06% | 3.39% | 382 | -1,166 | -3.1% | Q4 2025 | Feb 09, 2026 |
| May Barnhard Investments LLC | History | Added to | 37,393 | 10,852 | 5.13% | 5.04% | 383 | +415 | 1.12% | Q4 2025 | Jan 28, 2026 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | History | Reduced | 37,320 | 10,831 | 1.42% | 1.46% | 384 | -528 | -1.4% | Q4 2025 | Feb 10, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Added to | 36,909 | 10,811 | 0.14% | 0.12% | 385 | +4,356 | 13.38% | Q4 2025 | Feb 03, 2026 |
| CPA Asset Management Group, LLC | History | Added to | 37,073 | 10,759 | 3.78% | 3.85% | 386 | +3,109 | 9.15% | Q4 2025 | Jan 13, 2026 |
| David Kennon Inc | History | Reduced | 36,965 | 10,727 | 3.81% | 3.95% | 387 | -383 | -1.03% | Q4 2025 | Jan 26, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Added to | 36,919 | 10,714 | 2.3% | 0.99% | 388 | +26,931 | 269.63% | Q4 2025 | Feb 12, 2026 |
| Addis & Hill, Inc | History | Reduced | 36,770 | 10,671 | 6.46% | 6.6% | 389 | -100 | -0.27% | Q4 2025 | Jan 06, 2026 |
| Aspire Capital Advisors LLC | History | Added to | 36,766 | 10,670 | 2.51% | 2.61% | 390 | +703 | 1.95% | Q4 2025 | Jan 16, 2026 |
| Coastline Complete Wealth LLC | History | New | 36,512 | 10,596 | 6.67% | — | 391 | +36,512 | New | Q4 2025 | Feb 24, 2026 |
| Frisch Financial Group, Inc. | History | Reduced | 36,471 | 10,584 | 2.37% | 2.52% | 392 | -321 | -0.87% | Q4 2025 | Feb 06, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | Added to | 36,421 | 10,570 | 0.61% | 0.88% | 393 | +125 | 0.34% | Q4 2025 | Feb 09, 2026 |
| CONSILIO WEALTH ADVISORS, LLC | History | New | 36,412 | 10,567 | 3.09% | — | 394 | +36,412 | New | Q4 2025 | Mar 19, 2026 |
| Operose Advisors LLC | History | Reduced | 36,387 | 10,561 | 2.46% | 3.66% | 395 | -13,553 | -27.14% | Q4 2025 | Feb 10, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 36,069 | 10,467 | 0.21% | 0.29% | 396 | -7,104 | -16.45% | Q4 2025 | Feb 03, 2026 |
| O'Connor Financial Group LLC | History | Added to | 34,814 | 10,396 | 4.15% | 4.21% | 397 | +610 | 1.78% | Q4 2025 | Jan 26, 2026 |
| Beacon Financial Strategies CORP | History | Added to | 35,570 | 10,323 | 5.76% | 6.11% | 398 | +333 | 0.95% | Q4 2025 | Jan 12, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | Reduced | 35,507 | 10,304 | 0.51% | 0.55% | 399 | -1,101 | -3.01% | Q4 2025 | Feb 11, 2026 |
| Beirne Wealth Consulting Services, LLC | History | Reduced | 35,424 | 10,281 | 2.98% | 2.58% | 400 | -987 | -2.71% | Q4 2025 | Jan 29, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 35,343 | 10,257 | 0.83% | 0.8% | 401 | +4,235 | 13.61% | Q4 2025 | Feb 12, 2026 |
| HARBOR ADVISORY CORP /MA/ | History | Added to | 35,147 | 10,200 | 3.09% | 2.92% | 402 | +1,488 | 4.42% | Q4 2025 | Feb 06, 2026 |
| Valmark Advisers, Inc. | History | Added to | 35,082 | 10,181 | 0.13% | 0.13% | 403 | +695 | 2.02% | Q4 2025 | Jan 26, 2026 |
| MUSTICO FINANCIAL GROUP, INC. | History | Added to | 34,150 | 10,176 | 7.85% | 8.21% | 404 | +4,112 | 13.69% | Q4 2025 | Feb 17, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | Reduced | 35,050 | 10,172 | 1.99% | 2.46% | 405 | -4,284 | -10.89% | Q4 2025 | Feb 04, 2026 |
| Greenbush Financial Group, LLC | History | Added to | 34,945 | 10,141 | 3.45% | 3.48% | 406 | +4,085 | 13.24% | Q4 2025 | Jan 20, 2026 |
| Argent Trust Co | History | Added to | 34,916 | 10,133 | 0.35% | 0.22% | 407 | +13,673 | 64.36% | Q4 2025 | Feb 10, 2026 |
| Alliance Wealth Advisors, LLC | History | Added to | 34,882 | 10,123 | 4.4% | 4.05% | 408 | +4,104 | 13.33% | Q4 2025 | Jan 14, 2026 |
| CANANDAIGUA NATIONAL BANK & TRUST CO | History | Reduced | 34,772 | 10,091 | 0.9% | 0.94% | 409 | -1,538 | -4.24% | Q4 2025 | Jan 30, 2026 |
| Daner Wealth Management, LLC | History | Reduced | 33,255 | 10,048 | 6.15% | 6.34% | 410 | -544 | -1.61% | Q4 2025 | Feb 11, 2026 |
| Capital Planning LLC | History | Added to | 34,259 | 10,025 | 2.81% | 2.88% | 411 | +666 | 1.98% | Q4 2025 | Jan 23, 2026 |
| Gemmer Asset Management LLC | History | Reduced | 34,368 | 9,974 | 0.77% | 0.83% | 412 | -639 | -1.83% | Q4 2025 | Jan 23, 2026 |
| Milestone Investment Advisors LLC | History | Reduced | 34,246 | 9,938 | 2.41% | 2.51% | 413 | -169 | -0.49% | Q4 2025 | Feb 11, 2026 |
| Prosperitas Financial LLC | History | Reduced | 34,089 | 9,893 | 3.85% | 4.24% | 414 | -720 | -2.07% | Q4 2025 | Feb 04, 2026 |
| CRA Financial Services, LLC | History | Reduced | 34,015 | 9,871 | 1.29% | 1.86% | 415 | -12,282 | -26.53% | Q4 2025 | Jan 16, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Reduced | 33,944 | 9,851 | 0.31% | 0.35% | 416 | -1,108 | -3.16% | Q4 2025 | Jan 12, 2026 |
| SFM, LLC | History | Added to | 33,727 | 9,788 | 5.74% | 5.7% | 417 | +361 | 1.08% | Q4 2025 | Jan 23, 2026 |
| Financial Management Professionals, Inc. | History | Reduced | 33,671 | 9,772 | 1.01% | 1.07% | 418 | -1,153 | -3.31% | Q4 2025 | Jan 27, 2026 |
| McClarren Financial Advisors, Inc. | History | Added to | 39,544 | 9,728 | 5.81% | 6.03% | 419 | +7,389 | 22.98% | Q4 2025 | Jan 13, 2026 |
| MorganRosel Wealth Management, LLC | History | Added to | 33,511 | 9,725 | 2.43% | 2.55% | 420 | +55 | 0.16% | Q4 2025 | Feb 13, 2026 |
| Dakota Wealth Management | History | Added to | 33,385 | 9,689 | 0.17% | 0.06% | 421 | +23,720 | 245.42% | Q4 2025 | Jan 13, 2026 |
| TD Capital Management LLC | History | Added to | 33,345 | 9,677 | 0.86% | 0.88% | 422 | +59 | 0.18% | Q4 2025 | Feb 26, 2026 |
| Manchester Capital Management LLC | History | Reduced | 33,295 | 9,662 | 1.32% | 1.34% | 423 | -400 | -1.19% | Q4 2025 | Feb 11, 2026 |
| Houlihan Financial Resource Group, Ltd. | History | Added to | 32,957 | 9,651 | 3.67% | 3.86% | 424 | +18,003 | 120.39% | Q4 2025 | Feb 10, 2026 |
| Curi Capital, LLC | History | Added to | 33,222 | 9,641 | 0.17% | 0.18% | 425 | +119 | 0.36% | Q4 2025 | Feb 17, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 33,217 | 9,640 | 0.68% | 0.76% | 426 | +604 | 1.85% | Q4 2025 | Jan 21, 2026 |
| Legacy Wealth Partners, LLC | History | New | 33,168 | 9,625 | 2.49% | — | 427 | +33,168 | New | Q4 2025 | Feb 17, 2026 |
| GreatBanc Trust CO | History | Reduced | 33,084 | 9,601 | 6.77% | 6.66% | 428 | -42 | -0.13% | Q4 2025 | Feb 12, 2026 |
| BEAM WEALTH ADVISORS, INC. | History | Added to | 33,080 | 9,600 | 2.64% | 2.57% | 429 | +942 | 2.93% | Q4 2025 | Feb 04, 2026 |
| GFS Advisors, LLC | History | No change | 32,945 | 9,561 | 1.14% | 1.23% | 430 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| RFG HOLDINGS, INC. | History | Added to | 32,514 | 9,436 | 2.37% | 2.38% | 431 | +1,146 | 3.65% | Q4 2025 | Jan 23, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Added to | 32,476 | 9,425 | 2.7% | 2.81% | 432 | +1,634 | 5.3% | Q4 2025 | Feb 11, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Reduced | 32,446 | 9,416 | 3.33% | 3.66% | 433 | -2,187 | -6.31% | Q4 2025 | Jan 09, 2026 |
| IF Advisors, LLC | History | New | 31,987 | 9,283 | 7.54% | — | 434 | +31,987 | New | Q4 2025 | Feb 10, 2026 |
| Caldwell Trust Co | History | Added to | 31,980 | 9,281 | 0.82% | 0.85% | 435 | +1,004 | 3.24% | Q4 2025 | Jan 30, 2026 |
| Wealth Science Advisors LLC | History | New | 31,925 | 9,265 | 5.34% | — | 436 | +31,925 | New | Q4 2025 | Jan 28, 2026 |
| Uptown Financial Advisors LLC | History | Added to | 31,906 | 9,259 | 6.63% | 7.6% | 437 | +493 | 1.57% | Q4 2025 | Jan 23, 2026 |
| Ethos Financial Group, LLC | History | Reduced | 31,801 | 9,229 | 0.68% | 0.77% | 438 | -1,674 | -5.0% | Q4 2025 | Jan 20, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 31,629 | 9,179 | 0.03% | 0.03% | 439 | -1,219 | -3.71% | Q4 2025 | Jan 30, 2026 |
| Adelphi Trust Co | History | New | 31,616 | 9,175 | 7.49% | — | 440 | +31,616 | New | Q4 2025 | Jan 26, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | Reduced | 31,597 | 9,170 | 1.03% | 1.08% | 441 | -497 | -1.55% | Q4 2025 | Jan 22, 2026 |
| HOWE & RUSLING INC | History | Added to | 31,456 | 9,129 | 0.6% | 0.61% | 442 | +1,036 | 3.41% | Q4 2025 | Feb 17, 2026 |
| WARNER FINANCIAL, INC | History | Added to | 31,443 | 9,125 | 3.17% | 3.4% | 443 | +455 | 1.47% | Q4 2025 | Jan 21, 2026 |
| KFA Private Wealth Group, LLC | History | Added to | 31,435 | 9,122 | 2.22% | 1.94% | 444 | +8,283 | 35.78% | Q4 2025 | Jan 07, 2026 |
| Principle Wealth Partners LLC | History | Added to | 31,380 | 9,107 | 0.51% | 0.52% | 445 | +722 | 2.36% | Q4 2025 | Feb 06, 2026 |
| FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC | History | Reduced | 31,342 | 9,096 | 0.93% | 0.98% | 446 | -558 | -1.75% | Q4 2025 | Jan 30, 2026 |
| Crestwood Advisors Group, LLC | History | Added to | 31,329 | 9,092 | 0.15% | 0.16% | 447 | +152 | 0.49% | Q4 2025 | Feb 03, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Reduced | 31,225 | 9,062 | 0.98% | 1.28% | 448 | -7,930 | -20.25% | Q4 2025 | Jan 28, 2026 |
| Alliance Private Wealth, LLC | History | New | 30,541 | 9,061 | 3.15% | — | 449 | +30,541 | New | Q4 2025 | Feb 13, 2026 |
| Chesley Taft & Associates LLC | History | Added to | 31,191 | 9,052 | 0.36% | 0.36% | 450 | +2,139 | 7.36% | Q4 2025 | Jan 14, 2026 |
| McNaughton Wealth Management, LLC | History | Added to | 30,840 | 8,950 | 3.69% | 3.79% | 451 | +254 | 0.83% | Q4 2025 | Jan 12, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Added to | 30,765 | 8,928 | 0.07% | 0.07% | 452 | +1,785 | 6.16% | Q4 2025 | Feb 13, 2026 |
| Advisor OS, LLC | History | Added to | 30,604 | 8,881 | 0.72% | 0.14% | 453 | +25,033 | 449.34% | Q4 2025 | Feb 04, 2026 |
| MJP ASSOCIATES INC /ADV | History | Added to | 30,470 | 8,842 | 1.11% | 0.21% | 454 | +25,007 | 457.75% | Q4 2025 | Feb 06, 2026 |
| KEYVANTAGE WEALTH, LLC | History | Added to | 30,210 | 8,767 | 3.75% | 3.44% | 455 | +2,252 | 8.05% | Q4 2025 | Feb 10, 2026 |
| Private Wealth Asset Management, LLC | History | Reduced | 30,193 | 8,762 | 0.95% | 1.08% | 456 | -897 | -2.89% | Q4 2025 | Feb 10, 2026 |
| Grove Bank & Trust | History | Added to | 30,141 | 8,747 | 0.98% | 0.85% | 457 | +5,495 | 22.3% | Q4 2025 | Jan 08, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Added to | 29,947 | 8,733 | 0.26% | 0.24% | 458 | +17,085 | 132.83% | Q4 2025 | Feb 13, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 30,000 | 8,707 | 0.07% | 0.06% | 459 | +1,672 | 5.9% | Q4 2025 | Jan 05, 2026 |
| Horizon Family Wealth, Inc. | History | Added to | 29,876 | 8,670 | 4.62% | 5.02% | 460 | +165 | 0.56% | Q4 2025 | Feb 09, 2026 |
| Sagace Wealth Management LLC | History | Reduced | 29,866 | 8,667 | 5.88% | 6.0% | 461 | -180 | -0.6% | Q4 2025 | Feb 02, 2026 |
| Select Equity Group, L.P. | History | New | 29,726 | 8,627 | 0.04% | — | 462 | +29,726 | New | Q4 2025 | Feb 17, 2026 |
| Verus Financial Partners, Inc. | History | Reduced | 28,720 | 8,608 | 0.79% | 0.83% | 463 | -623 | -2.12% | Q4 2025 | Feb 02, 2026 |
| Silverleafe Capital Partners, LLC | History | Added to | 29,581 | 8,584 | 2.55% | 2.66% | 464 | +5 | 0.02% | Q4 2025 | Jan 12, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | History | Reduced | 29,538 | 8,572 | 0.36% | 0.39% | 465 | -1,368 | -4.43% | Q4 2025 | Feb 13, 2026 |
| Legend Financial Advisors, Inc. | History | Added to | 29,534 | 8,571 | 5.19% | 5.29% | 466 | +144 | 0.49% | Q4 2025 | Jan 23, 2026 |
| Trinity Financial Advisors LLC | History | Added to | 29,499 | 8,561 | 2.39% | 2.44% | 467 | +857 | 2.99% | Q4 2025 | Jan 13, 2026 |
| Sowell Financial Services LLC | History | Added to | 29,377 | 8,525 | 0.31% | 0.32% | 468 | +555 | 1.93% | Q4 2025 | Jan 21, 2026 |
| KTF INVESTMENTS, LLC | History | New | 29,332 | 8,512 | 1.4% | — | 469 | +29,332 | New | Q4 2025 | Jan 30, 2026 |
| M&T BANK CORP | History | Reduced | 29,297 | 8,502 | 0.03% | 0.03% | 470 | -2,254 | -7.14% | Q4 2025 | Jan 30, 2026 |
| UNITED BANK | History | No change | 29,279 | 8,497 | 1.12% | 1.02% | 471 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Accredited Investors Inc. | History | Reduced | 29,216 | 8,479 | 0.45% | 0.48% | 472 | -112 | -0.38% | Q4 2025 | Feb 05, 2026 |
| SAWGRASS ASSET MANAGEMENT LLC | History | Added to | 28,945 | 8,400 | 1.05% | 1.0% | 473 | +1,400 | 5.08% | Q4 2025 | Feb 09, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 28,922 | 8,393 | 0.32% | 0.32% | 474 | +606 | 2.14% | Q4 2025 | Feb 17, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | Added to | 28,915 | 8,391 | 0.12% | 0.12% | 475 | +1,192 | 4.3% | Q4 2025 | Feb 12, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | Reduced | 28,907 | 8,389 | 0.54% | 0.58% | 476 | -196 | -0.67% | Q4 2025 | Jan 20, 2026 |
| XML Financial, LLC | History | Reduced | 28,664 | 8,318 | 0.68% | 0.7% | 477 | -484 | -1.66% | Q4 2025 | Feb 11, 2026 |
| Essex Financial Services, Inc. | History | Added to | 28,628 | 8,308 | 0.47% | 0.47% | 478 | +1,674 | 6.21% | Q4 2025 | Feb 10, 2026 |
| FIDUCIARY ADVISORS, INC. | History | Added to | 28,622 | 8,306 | 6.32% | 6.53% | 479 | +1,095 | 3.98% | Q4 2025 | Jan 27, 2026 |
| Fonville Wealth Management LLC | History | Added to | 28,441 | 8,254 | 1.69% | 1.87% | 480 | +234 | 0.83% | Q4 2025 | Jan 23, 2026 |
| HEADINVEST, LLC | History | Reduced | 28,410 | 8,245 | 1.64% | 1.73% | 481 | -5 | -0.02% | Q4 2025 | Feb 02, 2026 |
| Envision Financial LLC | History | Added to | 28,389 | 8,238 | 4.35% | 4.45% | 482 | +1,980 | 7.5% | Q4 2025 | Jan 07, 2026 |
| Cordoba Advisory Partners LLC | History | New | 27,920 | 8,131 | 2.01% | — | 483 | +27,920 | New | Q4 2025 | Feb 13, 2026 |
| WALLER FINANCIAL PLANNING GROUP, INC | History | Reduced | 27,771 | 8,059 | 1.79% | 2.1% | 484 | -3,320 | -10.68% | Q4 2025 | Jan 13, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | Added to | 27,602 | 8,010 | 2.5% | 2.29% | 485 | +4,258 | 18.24% | Q4 2025 | Jan 07, 2026 |
| Family Investment Center, Inc. | History | Reduced | 27,345 | 7,935 | 1.6% | 1.69% | 486 | -303 | -1.1% | Q4 2025 | Jan 23, 2026 |
| Sigma Planning Corp | History | Added to | 27,208 | 7,927 | 0.22% | 0.22% | 487 | +560 | 2.1% | Q4 2025 | Jan 30, 2026 |
| Ellevest, Inc. | History | Added to | 27,165 | 7,883 | 1.09% | 1.1% | 488 | +960 | 3.66% | Q4 2025 | Feb 10, 2026 |
| Strategic Investment Advisors / MI | History | Reduced | 27,089 | 7,866 | 0.68% | 0.66% | 489 | -96,936 | -78.16% | Q4 2025 | Feb 17, 2026 |
| Elwood & Goetz Wealth Advisory Group, LLC | History | Reduced | 27,067 | 7,855 | 1.38% | 1.56% | 490 | -690 | -2.49% | Q4 2025 | Jan 21, 2026 |
| Creekside Partners | History | Added to | 26,954 | 7,822 | 3.31% | 3.46% | 491 | +184 | 0.69% | Q4 2025 | Feb 13, 2026 |
| Bridgewealth Advisory Group, LLC | History | Reduced | 26,940 | 7,818 | 1.73% | 2.01% | 492 | -2,569 | -8.71% | Q4 2025 | Feb 04, 2026 |
| First PREMIER Bank | History | Added to | 26,857 | 7,795 | 1.79% | 1.6% | 493 | +2,927 | 12.23% | Q4 2025 | Jan 23, 2026 |
| NewCorp Financial Services, Inc. | History | New | 26,780 | 7,772 | 6.88% | — | 494 | +26,780 | New | Q4 2025 | Feb 10, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 31,301 | 7,768 | 0.17% | 0.18% | 495 | +273 | 0.88% | Q4 2025 | Feb 04, 2026 |
| Smith Partners Wealth Management, LLC | History | New | 26,495 | 7,689 | 7.07% | — | 496 | +26,495 | New | Q4 2025 | Feb 13, 2026 |
| Francis Financial, Inc. | History | Reduced | 26,301 | 7,633 | 1.49% | 1.4% | 497 | -589 | -2.19% | Q4 2025 | Feb 11, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 26,293 | 7,630 | 0.05% | 0.05% | 498 | +3,641 | 16.07% | Q4 2025 | Feb 17, 2026 |
| WASHINGTON TRUST Co | History | Reduced | 26,058 | 7,562 | 0.25% | 0.25% | 499 | -183 | -0.7% | Q4 2025 | Feb 10, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 25,782 | 7,482 | 0.09% | 0.1% | 500 | -512 | -1.95% | Q4 2025 | Jan 21, 2026 |
| Retirement Management Systems Inc. | History | New | 25,771 | 7,479 | 1.91% | — | 501 | +25,771 | New | Q4 2025 | Feb 12, 2026 |
| HighRoad Wealth Advisors, LLC | History | New | 25,770 | 7,478 | 7.14% | — | 502 | +25,770 | New | Q4 2025 | Jan 27, 2026 |
| NWAM LLC | History | Reduced | 25,558 | 7,466 | 0.42% | 0.41% | 503 | -98 | -0.38% | Q4 2025 | Feb 04, 2026 |
| Randall & Associates Wealth Management | History | Added to | 25,685 | 7,454 | 5.17% | 5.44% | 504 | +195 | 0.77% | Q4 2025 | Jan 14, 2026 |
| TruWealth Advisors, LLC | History | Reduced | 25,585 | 7,425 | 0.36% | 0.4% | 505 | -1,025 | -3.85% | Q4 2025 | Jan 07, 2026 |
| Kagan Cocozza Asset Management | History | Added to | 25,430 | 7,380 | 5.25% | 5.3% | 506 | +1,590 | 6.67% | Q4 2025 | Jan 23, 2026 |
| SAPIENT CAPITAL LLC | History | Added to | 25,159 | 7,369 | 0.1% | 0.03% | 507 | +18,795 | 295.33% | Q4 2025 | Feb 05, 2026 |
| UPTICK PARTNERS, LLC | History | Added to | 25,360 | 7,360 | 1.57% | 1.63% | 508 | +4,286 | 20.34% | Q4 2025 | Feb 02, 2026 |
| OneAscent Financial Services LLC | History | Added to | 25,281 | 7,337 | 0.68% | 0.71% | 509 | +5,532 | 28.01% | Q4 2025 | Feb 11, 2026 |
| ARCADIA INVESTMENT ADVISORS LLC | History | Added to | 25,169 | 7,304 | 3.4% | 2.77% | 510 | +5,720 | 29.41% | Q4 2025 | Jan 15, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Added to | 25,136 | 7,294 | 0.4% | 0.41% | 511 | +449 | 1.82% | Q4 2025 | Jan 13, 2026 |
| Summit Financial Wealth Advisors, LLC | History | Added to | 25,090 | 7,281 | 1.04% | 0.6% | 512 | +11,986 | 91.47% | Q4 2025 | Jan 27, 2026 |
| NORTHCAPE WEALTH MANAGEMENT, LLC | History | Reduced | 25,068 | 7,275 | 2.05% | 2.17% | 513 | -283 | -1.12% | Q4 2025 | Jan 22, 2026 |
| Custos Family Office, LLC | History | Reduced | 25,057 | 7,272 | 4.96% | 4.81% | 514 | -3,918 | -13.52% | Q4 2025 | Feb 17, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Added to | 24,643 | 7,151 | 0.08% | 0.07% | 515 | +3,462 | 16.34% | Q4 2025 | Feb 12, 2026 |
| STEPH & CO | History | Reduced | 24,615 | 7,143 | 2.06% | 2.3% | 516 | -1,076 | -4.19% | Q4 2025 | Jan 23, 2026 |
| Johnson Bixby & Associates, LLC | History | Reduced | 24,416 | 7,086 | 0.88% | 1.05% | 517 | -3,498 | -12.53% | Q4 2025 | Jan 14, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 24,413 | 7,085 | 0.34% | 0.34% | 519 | +5,553 | 29.44% | Q4 2025 | Jan 28, 2026 |
| Mutual Advisors, LLC | History | Reduced | 24,413 | 7,085 | 0.15% | 0.16% | 518 | -741 | -2.95% | Q4 2025 | Feb 02, 2026 |
| Strive Financial Group ,LLC | History | New | 24,331 | 7,061 | 3.5% | — | 520 | +24,331 | New | Q4 2025 | Feb 18, 2026 |
| Walkner Condon Financial Advisors LLC | History | Reduced | 24,211 | 7,026 | 0.98% | 1.14% | 521 | -208 | -0.85% | Q4 2025 | Jan 21, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 24,177 | 7,016 | 0.31% | 0.31% | 522 | -1,198 | -4.72% | Q4 2025 | Feb 17, 2026 |
| FIRST UNITED BANK & TRUST | History | Added to | 24,090 | 6,991 | 2.23% | 1.84% | 523 | +4,790 | 24.82% | Q4 2025 | Jan 21, 2026 |
| QUEST INVESTMENT MANAGEMENT LLC | History | Added to | 24,073 | 6,986 | 0.75% | 0.69% | 524 | +1,567 | 6.96% | Q4 2025 | Feb 17, 2026 |
| Composition Wealth, LLC | History | Added to | 24,020 | 6,971 | 0.1% | 0.1% | 525 | +812 | 3.5% | Q4 2025 | Feb 02, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 24,007 | 6,967 | 0.23% | 0.15% | 526 | +8,692 | 56.75% | Q4 2025 | Feb 13, 2026 |
| IFS Advisors, LLC | History | Added to | 23,815 | 6,911 | 3.59% | 2.31% | 527 | +10,377 | 77.22% | Q4 2025 | Jan 09, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 23,808 | 6,909 | 0.32% | 0.33% | 528 | +498 | 2.14% | Q4 2025 | Feb 13, 2026 |
| Nikulski Financial, Inc. | History | Reduced | 23,661 | 6,866 | 1.64% | 2.21% | 529 | -6,334 | -21.12% | Q4 2025 | Jan 15, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 23,649 | 6,863 | 0.82% | 0.86% | 530 | +741 | 3.23% | Q4 2025 | Jan 26, 2026 |
| BEACON ADVISORS HOLDINGS, LLC | History | New | 23,463 | 6,809 | 3.59% | — | 531 | +23,463 | New | Q4 2025 | Feb 27, 2026 |
| CULBERTSON A N & CO INC | History | Reduced | 23,400 | 6,791 | 0.93% | 0.97% | 532 | -52 | -0.22% | Q4 2025 | Jan 21, 2026 |
| Cascade Financial Partners, LLC | History | Reduced | 23,306 | 6,763 | 0.69% | 0.83% | 533 | -1,391 | -5.63% | Q4 2025 | Feb 06, 2026 |
| Blackston Financial Advisory Group, LLC | History | Reduced | 23,287 | 6,758 | 4.11% | 4.18% | 534 | -672 | -2.8% | Q4 2025 | Feb 06, 2026 |
| Farrell Financial LLC | History | Added to | 23,199 | 6,732 | 3.97% | 4.24% | 535 | +164 | 0.71% | Q4 2025 | Jan 12, 2026 |
| CLUNE & ASSOCIATES, LTD. | History | Added to | 23,111 | 6,707 | 1.45% | 1.61% | 536 | +1,143 | 5.2% | Q4 2025 | Feb 09, 2026 |
| Plus Group Wealth Advisors LLC | History | New | 23,104 | 6,705 | 7.44% | — | 537 | +23,104 | New | Q4 2025 | Feb 05, 2026 |
| Cypress Wealth Services, LLC | History | Reduced | 23,093 | 6,702 | 0.93% | 1.12% | 538 | -188 | -0.81% | Q4 2025 | Jan 14, 2026 |
| WEALTHEDGE INVESTMENT ADVISORS, LLC | History | Added to | 23,081 | 6,698 | 2.48% | 2.49% | 539 | +654 | 2.92% | Q4 2025 | Feb 17, 2026 |
| Gilman Hill Asset Management, LLC | History | Added to | 23,058 | 6,691 | 1.05% | 1.06% | 540 | +30 | 0.13% | Q4 2025 | Jan 12, 2026 |
| BBR PARTNERS, LLC | History | Added to | 23,044 | 6,687 | 0.36% | 0.36% | 541 | +1,613 | 7.53% | Q4 2025 | Feb 11, 2026 |
| Sage Mountain Advisors LLC | History | Added to | 22,889 | 6,642 | 0.35% | 0.26% | 542 | +7,269 | 46.54% | Q4 2025 | Jan 23, 2026 |
| Motley Fool Wealth Management, LLC | History | Added to | 22,524 | 6,536 | 0.51% | 0.26% | 543 | +9,667 | 75.19% | Q4 2025 | Feb 11, 2026 |
| MBL Wealth, LLC | History | Reduced | 22,469 | 6,520 | 0.52% | 0.58% | 544 | -74 | -0.33% | Q4 2025 | Jan 21, 2026 |
| Holos Integrated Wealth LLC | History | Reduced | 22,275 | 6,518 | 3.64% | 4.71% | 545 | -5,658 | -20.26% | Q4 2025 | Jan 05, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 22,286 | 6,468 | 0.42% | 0.44% | 546 | +218 | 0.99% | Q4 2025 | Jan 23, 2026 |
| Continuum Advisory, LLC | History | Reduced | 22,096 | 6,412 | 0.64% | 0.7% | 547 | -493 | -2.18% | Q4 2025 | Feb 11, 2026 |
| GREENUP STREET WEALTH MANAGEMENT LLC | History | Added to | 21,784 | 6,322 | 0.91% | 0.83% | 548 | +3,486 | 19.05% | Q4 2025 | Jan 23, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 21,774 | 6,319 | 0.03% | 0.03% | 549 | -503 | -2.26% | Q4 2025 | Feb 12, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 21,622 | 6,275 | 0.2% | 0.18% | 550 | +831 | 4.0% | Q4 2025 | Jan 09, 2026 |
| Atria Investments, Inc | History | Reduced | 21,472 | 6,231 | 0.07% | 0.08% | 551 | -1,111 | -4.92% | Q4 2025 | Feb 05, 2026 |
| Evelyn Partners Asset Management Ltd | History | Added to | 21,391 | 6,208 | 1.46% | 1.26% | 552 | +2,438 | 12.86% | Q4 2025 | Feb 13, 2026 |
| Latko Wealth Management, Ltd. | History | Reduced | 21,377 | 6,204 | 3.04% | 3.26% | 553 | -533 | -2.43% | Q4 2025 | Feb 10, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 21,375 | 6,203 | 0.11% | 0.13% | 554 | -411 | -1.89% | Q4 2025 | Jan 16, 2026 |
| Capital Management Associates, Inc | History | Added to | 21,250 | 6,167 | 1.36% | 0.92% | 555 | +9,655 | 83.27% | Q4 2025 | Jan 21, 2026 |
| Mystic Asset Management, Inc. | History | Reduced | 21,246 | 6,166 | 1.4% | 1.42% | 556 | -225 | -1.05% | Q4 2025 | Jan 28, 2026 |
| Coastal Bridge Advisors, LLC | History | Added to | 21,061 | 6,112 | 0.46% | 0.43% | 557 | +1,943 | 10.16% | Q4 2025 | Feb 18, 2026 |
| McAdam, LLC | History | Added to | 20,958 | 6,082 | 0.28% | 0.29% | 558 | +872 | 4.34% | Q4 2025 | Feb 13, 2026 |
| AMARA FINANCIAL, LLC. | History | Reduced | 20,944 | 6,078 | 4.21% | 5.85% | 559 | -6,101 | -22.56% | Q4 2025 | Feb 03, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 20,883 | 6,060 | 0.03% | 0.03% | 560 | +5,002 | 31.5% | Q4 2025 | Feb 12, 2026 |
| One Capital Management, LLC | History | Added to | 20,680 | 6,001 | 0.18% | 0.18% | 561 | +1,064 | 5.42% | Q4 2025 | Feb 10, 2026 |
| Accelerate Investment Advisors LLC | History | Added to | 20,575 | 5,971 | 4.02% | 4.11% | 562 | +25 | 0.12% | Q4 2025 | Jan 12, 2026 |
| Excelsior Advisor Network LLC | History | New | 20,450 | 5,934 | 2.89% | — | 563 | +20,450 | New | Q4 2025 | Feb 13, 2026 |
| BEARING POINT CAPITAL, LLC | History | Added to | 20,412 | 5,923 | 0.93% | 0.94% | 564 | +1,766 | 9.47% | Q4 2025 | Feb 10, 2026 |
| SPINNAKER TRUST | History | Added to | 20,393 | 5,918 | 0.32% | 0.33% | 565 | +173 | 0.86% | Q4 2025 | Feb 10, 2026 |
| Rialto Wealth Management, LLC | History | Reduced | 20,382 | 5,915 | 1.41% | 1.56% | 566 | -172 | -0.84% | Q4 2025 | Jan 12, 2026 |
| TICINO WEALTH | History | New | 20,256 | 5,878 | 2.18% | — | 567 | +20,256 | New | Q4 2025 | Jan 27, 2026 |
| Calamos Wealth Management LLC | History | Added to | 20,189 | 5,859 | 0.2% | 0.21% | 568 | +20 | 0.1% | Q4 2025 | Jan 29, 2026 |
| SCS Capital Management LLC | History | Added to | 20,177 | 5,855 | 0.06% | 0.06% | 569 | +398 | 2.01% | Q4 2025 | Feb 10, 2026 |
| S.A. Mason LLC | History | Added to | 20,156 | 5,849 | 2.31% | 2.61% | 570 | +18 | 0.09% | Q4 2025 | Jan 29, 2026 |
| Spectrum Investment Advisors, Inc. | History | Added to | 20,137 | 5,844 | 2.93% | 3.19% | 571 | +78 | 0.39% | Q4 2025 | Jan 28, 2026 |
| Gotham Asset Management, LLC | History | Added to | 20,133 | 5,842 | 0.02% | 0.02% | 572 | +5,671 | 39.21% | Q4 2025 | Feb 17, 2026 |
| RKL Wealth Management LLC | History | Reduced | 20,110 | 5,836 | 0.48% | 0.52% | 573 | -551 | -2.67% | Q4 2025 | Feb 12, 2026 |
| Kendall Capital Management | History | No change | 20,042 | 5,816 | 1.22% | 1.33% | 574 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Meramec Financial Planners, LLC | History | New | 19,272 | 5,803 | 2.26% | — | 575 | +19,272 | New | Q4 2025 | Feb 10, 2026 |
| Cascades Capital Asset Management, LLC | History | Added to | 19,904 | 5,776 | 2.42% | 2.32% | 576 | +1,940 | 10.8% | Q4 2025 | Feb 04, 2026 |
| Mason & Associates Inc | History | Added to | 19,892 | 5,773 | 1.09% | 0.62% | 577 | +9,340 | 88.51% | Q4 2025 | Feb 05, 2026 |
| Vista Cima Wealth Management LLC | History | Added to | 19,710 | 5,720 | 4.77% | 4.58% | 578 | +991 | 5.29% | Q4 2025 | Feb 11, 2026 |
| Cornerstone Management, Inc. | History | Added to | 19,669 | 5,708 | 0.93% | 0.94% | 579 | +311 | 1.61% | Q4 2025 | Feb 06, 2026 |
| FIRST FINANCIAL CORP /IN/ | History | Added to | 19,541 | 5,671 | 2.14% | 2.08% | 580 | +1,486 | 8.23% | Q4 2025 | Jan 13, 2026 |
| MERIDIAN MANAGEMENT CO | History | Reduced | 19,410 | 5,633 | 1.39% | 1.57% | 581 | -558 | -2.79% | Q4 2025 | Feb 10, 2026 |
| Colorado Capital Management, Inc. | History | Added to | 19,225 | 5,579 | 2.09% | 2.11% | 582 | +673 | 3.63% | Q4 2025 | Jan 23, 2026 |
| FIRST MERCHANTS CORP | History | Reduced | 19,119 | 5,548 | 0.21% | 0.21% | 583 | -268 | -1.38% | Q4 2025 | Jan 12, 2026 |
| Capital Advantage, Inc. | History | Added to | 19,094 | 5,541 | 0.75% | 0.69% | 584 | +3,364 | 21.39% | Q4 2025 | Jan 07, 2026 |
| BKM Wealth Management, LLC | History | Added to | 19,094 | 5,541 | 2.03% | 2.05% | 585 | +133 | 0.7% | Q4 2025 | Jan 29, 2026 |
| StoneX Group Inc. | History | Reduced | 19,073 | 5,539 | 0.24% | 0.25% | 586 | -9 | -0.05% | Q4 2025 | Feb 12, 2026 |
| Cannon Capital Management, Inc. | History | New | 19,078 | 5,536 | 4.87% | — | 587 | +19,078 | New | Q4 2025 | Jan 30, 2026 |
| Narus Financial Partners, LLC | History | Reduced | 19,030 | 5,522 | 1.52% | 1.57% | 588 | -486 | -2.49% | Q4 2025 | Feb 09, 2026 |
| Pinnacle Wealth Management Group, Inc. | History | Added to | 18,913 | 5,488 | 2.74% | 2.76% | 589 | +593 | 3.24% | Q4 2025 | Jan 23, 2026 |
| Retirement Planning Group, LLC | History | Reduced | 18,743 | 5,439 | 0.18% | 0.2% | 590 | -720 | -3.7% | Q4 2025 | Feb 03, 2026 |
| Orin Green Financial, LLC | History | Added to | 18,687 | 5,423 | 2.17% | 2.16% | 591 | +273 | 1.48% | Q4 2025 | Feb 06, 2026 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | History | Added to | 18,652 | 5,413 | 1.22% | 1.26% | 592 | +377 | 2.06% | Q4 2025 | Jan 12, 2026 |
| Legacy Financial Group LLC | History | Added to | 18,152 | 5,410 | 0.67% | 0.67% | 593 | +640 | 3.65% | Q4 2025 | Feb 05, 2026 |
| Gleason Group, Inc. | History | Added to | 18,606 | 5,399 | 0.53% | 0.55% | 594 | +111 | 0.6% | Q4 2025 | Jan 15, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 18,590 | 5,395 | 0.04% | 0.03% | 595 | +7,301 | 64.67% | Q4 2025 | Feb 12, 2026 |
| MARQUETTE ASSOCIATES, INC. | History | Reduced | 18,479 | 5,362 | 6.87% | 6.96% | 596 | -1,211 | -6.15% | Q4 2025 | Feb 17, 2026 |
| Legacy Edge Advisors, LLC | History | New | 18,452 | 5,355 | 0.59% | — | 597 | +18,452 | New | Q4 2025 | Feb 02, 2026 |
| Ameraudi Asset Management, Inc. | History | Added to | 18,412 | 5,343 | 2.94% | 3.2% | 598 | +413 | 2.29% | Q4 2025 | Feb 11, 2026 |
| FineMark National Bank & Trust | History | Added to | 18,395 | 5,338 | 0.17% | 0.09% | 599 | +9,383 | 104.12% | Q4 2025 | Feb 12, 2026 |
| Five Pine Wealth Management | History | Added to | 18,370 | 5,331 | 3.42% | 3.48% | 600 | +839 | 4.79% | Q4 2025 | Jan 21, 2026 |
| AE Wealth Management LLC | History | Added to | 18,346 | 5,324 | 0.03% | 0.02% | 601 | +5,128 | 38.8% | Q4 2025 | Jan 26, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Added to | 18,302 | 5,311 | 0.33% | 0.34% | 603 | +359 | 2.0% | Q4 2025 | Feb 17, 2026 |
| Ehrenkranz Partners L.P. | History | Added to | 18,302 | 5,311 | 6.02% | 4.73% | 602 | +10 | 0.05% | Q4 2025 | Feb 17, 2026 |
| Keystone Financial Group | History | Added to | 18,118 | 5,258 | 0.39% | 0.4% | 604 | +488 | 2.77% | Q4 2025 | Feb 06, 2026 |
| Great Lakes Retirement, Inc. | History | Added to | 18,071 | 5,244 | 0.55% | 0.48% | 605 | +3,016 | 20.03% | Q4 2025 | Feb 12, 2026 |
| Advisors Capital Management, LLC | History | Added to | 17,983 | 5,219 | 0.06% | 0.06% | 606 | +2,660 | 17.36% | Q4 2025 | Jan 29, 2026 |
| Pinnacle Financial Group, LLC / IL | History | Added to | 17,971 | 5,215 | 1.51% | 1.54% | 607 | +659 | 3.81% | Q4 2025 | Feb 05, 2026 |
| PAX Financial Group, LLC | History | Reduced | 17,952 | 5,210 | 0.9% | 0.98% | 608 | -624 | -3.36% | Q4 2025 | Feb 05, 2026 |
| King Wealth Management Group | History | Reduced | 17,947 | 5,209 | 0.63% | 0.68% | 609 | -557 | -3.01% | Q4 2025 | Feb 09, 2026 |
| SMITH, MOORE & CO. | History | Added to | 17,858 | 5,182 | 0.39% | 0.38% | 610 | +889 | 5.24% | Q4 2025 | Jan 23, 2026 |
| CITY HOLDING CO | History | Added to | 17,847 | 5,179 | 0.64% | 0.57% | 611 | +2,364 | 15.27% | Q4 2025 | Jan 22, 2026 |
| Regal Investment Advisors LLC | History | Added to | 17,843 | 5,178 | 0.31% | 0.28% | 612 | +3,090 | 20.94% | Q4 2025 | Feb 17, 2026 |
| MATHER GROUP, LLC. | History | Added to | 17,742 | 5,149 | 0.05% | 0.05% | 613 | +10 | 0.06% | Q4 2025 | Jan 13, 2026 |
| GENESIS PRIVATE WEALTH, LLC | History | Added to | 17,708 | 5,139 | 1.59% | 0.15% | 614 | +16,518 | 1388.07% | Q4 2025 | Jan 08, 2026 |
| Berkeley Capital Partners, LLC | History | Added to | 17,393 | 5,047 | 1.19% | 1.2% | 615 | +67 | 0.39% | Q4 2025 | Feb 05, 2026 |
| CAPITAL INSIGHT PARTNERS, LLC | History | Reduced | 17,337 | 5,031 | 1.06% | 0.93% | 616 | -1,719 | -9.02% | Q4 2025 | Feb 17, 2026 |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | History | Added to | 17,315 | 5,025 | 0.73% | 0.71% | 617 | +768 | 4.64% | Q4 2025 | Feb 06, 2026 |
| WEALTHSPAN PARTNERS, LLC | History | Added to | 17,280 | 5,015 | 1.82% | 1.78% | 618 | +1,405 | 8.85% | Q4 2025 | Jan 27, 2026 |
| Benchmark Financial Wealth Advisors, LLC | History | Reduced | 17,268 | 5,011 | 1.44% | 1.54% | 619 | -190 | -1.09% | Q4 2025 | Jan 27, 2026 |
| Family Legacy, Inc. | History | Added to | 17,262 | 5,009 | 1.5% | 1.54% | 620 | +161 | 0.94% | Q4 2025 | Feb 04, 2026 |
| Weil Company, Inc. | History | Added to | 17,151 | 4,977 | 1.14% | 1.06% | 621 | +2,086 | 13.85% | Q4 2025 | Jan 14, 2026 |
| Bernardo Wealth Planning LLC | History | Reduced | 17,126 | 4,970 | 0.95% | 1.01% | 622 | -344 | -1.97% | Q4 2025 | Jan 26, 2026 |
| Marathon Strategic Advisors, LLC | History | Reduced | 17,108 | 4,965 | 3.79% | 4.02% | 623 | -8 | -0.05% | Q4 2025 | Feb 11, 2026 |
| Veridan Wealth LLC | History | Added to | 17,098 | 4,962 | 1.67% | 1.7% | 624 | +284 | 1.69% | Q4 2025 | Feb 13, 2026 |
| Vickerman Investment Advisors, Inc. | History | Added to | 17,090 | 4,959 | 0.99% | 0.97% | 625 | +823 | 5.06% | Q4 2025 | Feb 12, 2026 |
| Vise Technologies, Inc. | History | Added to | 17,075 | 4,955 | 0.1% | 0.15% | 626 | +2,928 | 20.7% | Q4 2025 | Feb 11, 2026 |
| SouthState Bank Corp | History | Added to | 17,059 | 4,950 | 0.22% | 0.21% | 627 | +1,648 | 10.69% | Q4 2025 | Feb 11, 2026 |
| White Lighthouse Investment Management Inc. | History | Added to | 17,051 | 4,948 | 0.69% | 0.76% | 628 | +188 | 1.11% | Q4 2025 | Feb 09, 2026 |
| WP Advisors, LLC | History | Reduced | 16,936 | 4,915 | 1.22% | 1.33% | 629 | -830 | -4.67% | Q4 2025 | Jan 28, 2026 |
| Petros Family Wealth, LLC | History | Added to | 16,902 | 4,905 | 3.27% | 0.18% | 630 | +16,187 | 2263.92% | Q4 2025 | Jan 14, 2026 |
| Americana Partners, LLC | History | Added to | 16,806 | 4,877 | 0.13% | 0.12% | 631 | +2,964 | 21.41% | Q4 2025 | Feb 06, 2026 |
| Wescott Financial Advisory Group, LLC | History | Reduced | 16,802 | 4,876 | 0.43% | 0.56% | 632 | -4,566 | -21.37% | Q4 2025 | Feb 12, 2026 |
| ADVOCATE GROUP LLC | History | Added to | 16,776 | 4,868 | 0.79% | 0.8% | 633 | +301 | 1.83% | Q4 2025 | Jan 20, 2026 |
| Verdence Capital Advisors LLC | History | Added to | 16,751 | 4,861 | 0.29% | 0.28% | 634 | +59 | 0.35% | Q4 2025 | Jan 29, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Reduced | 16,737 | 4,857 | 0.06% | 0.07% | 635 | -736 | -4.21% | Q4 2025 | Jan 22, 2026 |
| Rockingstone Advisors LLC | History | Added to | 16,700 | 4,846 | 2.21% | 2.1% | 636 | +2,221 | 15.34% | Q4 2025 | Jan 28, 2026 |
| Boston Trust Walden Corp | History | Reduced | 16,569 | 4,808 | 0.04% | 0.04% | 637 | -159 | -0.95% | Q4 2025 | Jan 28, 2026 |
| Fiduciary Alliance LLC | History | Reduced | 16,547 | 4,802 | 0.31% | 0.33% | 638 | -12 | -0.07% | Q4 2025 | Jan 22, 2026 |
| Meridian Financial Advisors, LLC | History | Reduced | 16,538 | 4,799 | 2.61% | 2.88% | 639 | -899 | -5.16% | Q4 2025 | Jan 23, 2026 |
| Maia Wealth LLC | History | Added to | 16,003 | 4,774 | 0.81% | 0.67% | 640 | +2,327 | 17.02% | Q4 2025 | Feb 17, 2026 |
| FinDec Wealth Services, Inc. | History | Reduced | 16,355 | 4,746 | 5.09% | 5.17% | 641 | -650 | -3.82% | Q4 2025 | Feb 09, 2026 |
| Alpine Bank Wealth Management | History | Reduced | 16,332 | 4,739 | 0.67% | 0.68% | 642 | -35 | -0.21% | Q4 2025 | Jan 15, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 16,285 | 4,726 | 0.02% | 0.02% | 643 | +1,197 | 7.93% | Q4 2025 | Feb 12, 2026 |
| LongView Wealth Management | History | Added to | 15,654 | 4,683 | 1.13% | 1.14% | 644 | +1,333 | 9.31% | Q4 2025 | Jan 13, 2026 |
| Roger Wittlin Investment Advisory, LLC | History | Reduced | 16,110 | 4,675 | 3.27% | 3.06% | 645 | -2,611 | -13.95% | Q4 2025 | Jan 20, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 16,073 | 4,664 | 0.3% | 0.29% | 646 | +1,249 | 8.43% | Q4 2025 | Feb 03, 2026 |
| Hofer & Associates. Inc | History | Added to | 16,050 | 4,658 | 2.47% | 2.61% | 647 | +550 | 3.55% | Q4 2025 | Jan 15, 2026 |
| TPG Financial Advisors, LLC | History | Added to | 16,021 | 4,649 | 1.55% | 1.75% | 648 | +1 | 0.01% | Q4 2025 | Feb 06, 2026 |
| MFA WEALTH ADVISORS, LLC | History | Added to | 15,984 | 4,638 | 0.98% | 0.97% | 649 | +810 | 5.34% | Q4 2025 | Jan 14, 2026 |
| Pitcairn Wealth Advisors LLC | History | New | 15,959 | 4,631 | 0.42% | — | 650 | +15,959 | New | Q4 2025 | Feb 13, 2026 |
| Mokosak Advisory Group, LLC | History | Added to | 15,953 | 4,629 | 1.16% | 1.18% | 651 | +576 | 3.75% | Q4 2025 | Feb 03, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 15,814 | 4,589 | 0.06% | 0.1% | 652 | -14,348 | -47.57% | Q4 2025 | Feb 11, 2026 |
| RFG Advisory, LLC | History | Added to | 15,808 | 4,587 | 0.09% | 0.09% | 653 | +1,275 | 8.77% | Q4 2025 | Feb 03, 2026 |
| Krilogy Financial LLC | History | Added to | 15,215 | 4,560 | 0.16% | 0.16% | 654 | +525 | 3.57% | Q4 2025 | Jan 27, 2026 |
| BRIGHTON SECURITIES CORP. | History | Added to | 15,701 | 4,556 | 2.25% | 1.81% | 655 | +3,886 | 32.89% | Q4 2025 | Mar 06, 2026 |
| Ascent Group, LLC | History | Added to | 15,660 | 4,544 | 0.16% | 0.15% | 656 | +1,011 | 6.9% | Q4 2025 | Jan 20, 2026 |
| Macco Financial Group, Inc. | History | New | 15,492 | 4,496 | 3.86% | — | 657 | +15,492 | New | Q4 2025 | Feb 24, 2026 |
| Wilson & Boucher Capital Management, LLC | History | Reduced | 15,476 | 4,491 | 2.95% | 3.05% | 658 | -325 | -2.06% | Q4 2025 | Feb 05, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | Reduced | 15,454 | 4,485 | 0.66% | 0.72% | 659 | -580 | -3.62% | Q4 2025 | Feb 03, 2026 |
| D.B. Root & Company, LLC | History | Reduced | 15,420 | 4,475 | 1.09% | 3.51% | 660 | -31,626 | -67.22% | Q4 2025 | Feb 03, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 15,388 | 4,465 | 0.03% | 0.03% | 661 | +353 | 2.35% | Q4 2025 | Feb 13, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 15,365 | 4,459 | 0.36% | 0.26% | 662 | +5,263 | 52.1% | Q4 2025 | Jan 23, 2026 |
| Mittelman Wealth Management | History | Added to | 15,322 | 4,446 | 2.89% | 2.57% | 663 | +1,950 | 14.58% | Q4 2025 | Feb 17, 2026 |
| Newman Dignan & Sheerar, Inc. | History | Reduced | 15,292 | 4,438 | 0.92% | 0.99% | 664 | -321 | -2.06% | Q4 2025 | Jan 22, 2026 |
| Valpey Financial Services, LLC | History | Added to | 15,240 | 4,423 | 2.82% | 2.87% | 665 | +287 | 1.92% | Q4 2025 | Mar 04, 2026 |
| CAP Partners, LLC | History | Added to | 15,220 | 4,417 | 2.5% | 2.48% | 666 | +365 | 2.46% | Q4 2025 | Feb 04, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Added to | 15,189 | 4,408 | 0.3% | 0.33% | 667 | +132 | 0.88% | Q4 2025 | Feb 02, 2026 |
| FIRST HORIZON CORP | History | Reduced | 15,170 | 4,402 | 0.2% | 0.22% | 668 | -557 | -3.54% | Q4 2025 | Jan 27, 2026 |
| Pine Valley Investments Ltd Liability Co | History | Added to | 15,170 | 4,402 | 0.2% | 0.22% | 669 | +47 | 0.31% | Q4 2025 | Feb 13, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 14,799 | 4,380 | 0.39% | 0.39% | 670 | +62 | 0.42% | Q4 2025 | Jan 28, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 14,907 | 4,366 | 0.17% | 0.17% | 671 | +5,612 | 60.38% | Q4 2025 | Feb 13, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | Added to | 15,017 | 4,358 | 0.08% | 0.09% | 672 | +1,142 | 8.23% | Q4 2025 | Jan 28, 2026 |
| Brookstone Capital Management | History | Added to | 14,948 | 4,338 | 0.05% | 0.05% | 673 | +1,186 | 8.62% | Q4 2025 | Jan 15, 2026 |
| Focus Financial Network, Inc. | History | Added to | 14,858 | 4,312 | 0.15% | 0.13% | 674 | +2,191 | 17.3% | Q4 2025 | Jan 12, 2026 |
| Drucker Wealth 3.0, LLC | History | Added to | 14,822 | 4,301 | 0.76% | 0.73% | 675 | +804 | 5.74% | Q4 2025 | Feb 03, 2026 |
| RED CRANE WEALTH MANAGEMENT, LLC | History | Reduced | 14,785 | 4,291 | 3.51% | 3.7% | 676 | -173 | -1.16% | Q4 2025 | Feb 03, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Added to | 14,761 | 4,283 | 0.47% | 0.48% | 677 | +263 | 1.81% | Q4 2025 | Jan 20, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 14,751 | 4,281 | 0.09% | 0.09% | 678 | -215 | -1.44% | Q4 2025 | Feb 06, 2026 |
| ALESCO ADVISORS LLC | History | Added to | 14,739 | 4,277 | 0.11% | 0.12% | 679 | +80 | 0.55% | Q4 2025 | Jan 28, 2026 |
| MidWestOne Financial Group, Inc. | History | Added to | 14,734 | 4,276 | 0.47% | 0.49% | 680 | +880 | 6.35% | Q4 2025 | Feb 12, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 14,667 | 4,256 | 0.22% | 0.24% | 681 | -107 | -0.72% | Q4 2025 | Feb 05, 2026 |
| Gradient Capital Advisors, LLC | History | Reduced | 14,599 | 4,236 | 1.09% | 1.18% | 682 | -365 | -2.44% | Q4 2025 | Feb 06, 2026 |
| Fjell Capital, LLC | History | Added to | 14,590 | 4,234 | 3.25% | 3.72% | 683 | +218 | 1.52% | Q4 2025 | Jan 12, 2026 |
| STAR Financial Bank | History | New | 14,576 | 4,230 | 2.16% | — | 684 | +14,576 | New | Q4 2025 | Feb 13, 2026 |
| Wealthfront Advisers LLC | History | Reduced | 14,526 | 4,215 | 0.01% | 0.01% | 685 | -313 | -2.11% | Q4 2025 | Jan 30, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | Added to | 14,521 | 4,214 | 0.02% | 0.02% | 686 | +1,393 | 10.61% | Q4 2025 | Jan 13, 2026 |
| Tidal Investments LLC | History | Added to | 14,474 | 4,200 | 0.01% | 0.0% | 687 | +11,491 | 385.22% | Q4 2025 | Feb 13, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | Added to | 14,448 | 4,193 | 0.46% | 0.23% | 688 | +7,653 | 112.63% | Q4 2025 | Feb 13, 2026 |
| RETIREMENT GUYS FORMULA LLC | History | Added to | 14,409 | 4,181 | 1.91% | 1.43% | 689 | +584 | 4.22% | Q4 2025 | Jan 23, 2026 |
| Soltis Investment Advisors LLC | History | Added to | 14,389 | 4,175 | 0.28% | 0.26% | 690 | +1,432 | 11.05% | Q4 2025 | Apr 02, 2026 |
| Fogel Capital Management, Inc. | History | Added to | 14,389 | 4,175 | 1.92% | 1.95% | 691 | +23 | 0.16% | Q4 2025 | Feb 02, 2026 |
| MY Wealth Management Inc. | History | Reduced | 14,311 | 4,153 | 3.62% | 3.81% | 692 | -475 | -3.21% | Q4 2025 | Feb 10, 2026 |
| Kovack Advisors, Inc. | History | Added to | 14,291 | 4,147 | 0.19% | 0.05% | 693 | +12,434 | 669.57% | Q4 2025 | Feb 17, 2026 |
| IHT Wealth Management, LLC | History | Added to | 14,224 | 4,128 | 0.1% | 0.1% | 694 | +403 | 2.92% | Q4 2025 | Feb 17, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 14,178 | 4,115 | 0.13% | — | 695 | +14,178 | New | Q4 2025 | Feb 13, 2026 |
| Partners in Financial Planning | History | Added to | 14,162 | 4,110 | 0.7% | 0.72% | 696 | +49 | 0.35% | Q4 2025 | Feb 02, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | New | 14,144 | 4,104 | 0.68% | — | 697 | +14,144 | New | Q4 2025 | Feb 18, 2026 |
| Greenwich Wealth Management LLC | History | Reduced | 14,141 | 4,104 | 0.18% | 0.21% | 698 | -9 | -0.06% | Q4 2025 | Feb 10, 2026 |
| Diversified Trust Co | History | Added to | 14,138 | 4,103 | 0.08% | 0.07% | 699 | +1,567 | 12.47% | Q4 2025 | Jan 09, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 14,131 | 4,100 | 0.26% | 0.25% | 700 | +1,396 | 10.96% | Q4 2025 | Feb 06, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 14,128 | 4,100 | 0.07% | 0.08% | 701 | -344 | -2.38% | Q4 2025 | Jan 22, 2026 |
| Simplicity Wealth,LLC | History | Added to | 14,060 | 4,080 | 0.24% | 0.22% | 702 | +1,158 | 8.98% | Q4 2025 | Jan 30, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | Reduced | 14,018 | 4,068 | 0.69% | 0.72% | 703 | -371 | -2.58% | Q4 2025 | Jan 27, 2026 |
| Conservest Capital Advisors, Inc. | History | Reduced | 14,015 | 4,067 | 0.37% | 0.39% | 704 | -297 | -2.08% | Q4 2025 | Feb 12, 2026 |
| Innovative Wealth Building LLC | History | Reduced | 13,993 | 4,061 | 2.96% | 3.31% | 706 | -474 | -3.28% | Q4 2025 | Feb 17, 2026 |
| Armbruster Capital Management, Inc. | History | Reduced | 13,993 | 4,061 | 0.68% | 0.7% | 705 | -15 | -0.11% | Q4 2025 | Jan 23, 2026 |
| Centerline Wealth Advisors, LLC | History | Reduced | 13,970 | 4,054 | 1.47% | 5.18% | 707 | -26,558 | -65.53% | Q4 2025 | Jan 08, 2026 |
| Grandview Asset Management LLC | History | Reduced | 13,913 | 4,037 | 1.11% | 1.24% | 708 | -1,067 | -7.12% | Q4 2025 | Jan 26, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | Reduced | 13,885 | 4,029 | 2.66% | 2.62% | 709 | -88 | -0.63% | Q4 2025 | Feb 10, 2026 |
| Foster Victor Wealth Advisors, LLC | History | Reduced | 13,390 | 4,022 | 0.23% | 0.26% | 710 | -492 | -3.54% | Q4 2025 | Jan 26, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 13,845 | 4,018 | 0.02% | 0.02% | 711 | +1,555 | 12.65% | Q4 2025 | Feb 03, 2026 |
| Anson Capital, Inc. | History | Reduced | 13,799 | 4,004 | 2.91% | 3.11% | 712 | -343 | -2.43% | Q4 2025 | Feb 04, 2026 |
| Allen Mooney & Barnes Investment Advisors LLC | History | Added to | 13,707 | 3,978 | 0.6% | 0.6% | 713 | +595 | 4.54% | Q4 2025 | Jan 21, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | No change | 13,655 | 3,962 | 0.13% | 0.13% | 714 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Empower Advisory Group, LLC | History | Added to | 13,626 | 3,954 | 0.01% | 0.01% | 715 | +3,559 | 35.35% | Q4 2025 | Feb 12, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Added to | 13,607 | 3,949 | 0.06% | 0.04% | 716 | +4,238 | 45.23% | Q4 2025 | Feb 09, 2026 |
| Fund Evaluation Group, LLC | History | No change | 13,595 | 3,945 | 0.13% | 0.14% | 717 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Evercore Wealth Management, LLC | History | No change | 13,564 | 3,936 | 0.06% | 0.06% | 718 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Ellenbecker Investment Group | History | Added to | 13,507 | 3,920 | 0.55% | 0.58% | 719 | +91 | 0.68% | Q4 2025 | Jan 30, 2026 |
| FINANCIAL ADVISORY PARTNERS, LLC | History | Added to | 13,481 | 3,912 | 1.1% | 1.14% | 720 | +249 | 1.88% | Q4 2025 | Jan 23, 2026 |
| Refined Wealth Management | History | Added to | 13,363 | 3,878 | 2.61% | 2.5% | 721 | +131 | 0.99% | Q4 2025 | Jan 15, 2026 |
| HILLTOP WEALTH ADVISORS, LLC | History | Reduced | 13,320 | 3,865 | 1.94% | 2.05% | 722 | -49 | -0.37% | Q4 2025 | Jan 14, 2026 |
| United Financial Planning Group LLC | History | New | 13,300 | 3,860 | 2.34% | — | 723 | +13,300 | New | Q4 2025 | Feb 11, 2026 |
| Charles Schwab Trust Co | History | No change | 13,286 | 3,855 | 0.25% | 0.26% | 724 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Legacy Advisors, LLC | History | Reduced | 13,275 | 3,852 | 0.41% | 0.49% | 725 | -249 | -1.84% | Q4 2025 | Jan 27, 2026 |
| FreeGulliver LLC | History | Added to | 13,158 | 3,818 | 1.41% | 1.37% | 726 | +2,694 | 25.75% | Q4 2025 | Feb 12, 2026 |
| Duncan Williams Asset Management, LLC | History | Added to | 12,780 | 3,809 | 0.95% | 0.99% | 727 | +833 | 6.97% | Q4 2025 | Feb 05, 2026 |
| BCGM Wealth Management, LLC | History | Reduced | 13,117 | 3,806 | 0.97% | 1.02% | 728 | -262 | -1.96% | Q4 2025 | Jan 07, 2026 |
| Eagle Strategies LLC | History | Added to | 13,068 | 3,792 | 0.48% | 0.47% | 730 | +1,001 | 8.3% | Q4 2025 | Jan 23, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | Reduced | 13,069 | 3,792 | 0.43% | 0.47% | 729 | -379 | -2.82% | Q4 2025 | Jan 14, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 13,050 | 3,787 | 0.18% | 0.17% | 731 | -443 | -3.28% | Q4 2025 | Jan 21, 2026 |
| Destiny Wealth Partners, LLC | History | Reduced | 12,462 | 3,735 | 0.43% | 0.45% | 732 | -178 | -1.41% | Q4 2025 | Feb 03, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 12,868 | 3,734 | 0.07% | 0.07% | 733 | +197 | 1.55% | Q4 2025 | Feb 04, 2026 |
| Omnia Family Wealth, LLC | History | Reduced | 12,869 | 3,734 | 1.1% | 1.24% | 734 | -126 | -0.97% | Q4 2025 | Jan 16, 2026 |
| BCM ADVISORS, LLC | History | Added to | 12,340 | 3,685 | 0.71% | 0.65% | 735 | +1,274 | 11.51% | Q4 2025 | Jan 26, 2026 |
| STOCK YARDS BANK & TRUST CO | History | Reduced | 12,597 | 3,655 | 0.11% | 0.12% | 736 | -917 | -6.79% | Q4 2025 | Jan 21, 2026 |
| Cannon Wealth Management Services, LLC | History | Added to | 12,572 | 3,648 | 2.57% | 2.75% | 737 | +205 | 1.66% | Q4 2025 | Jan 27, 2026 |
| WESCAP Management Group, Inc. | History | Reduced | 12,505 | 3,629 | 0.74% | 0.78% | 738 | -80 | -0.64% | Q4 2025 | Feb 11, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 12,500 | 3,627 | 0.0% | 0.0% | 739 | -11,664 | -48.27% | Q4 2025 | Feb 17, 2026 |
| IFP Advisors, Inc | History | Reduced | 12,496 | 3,626 | 0.08% | 0.11% | 740 | -1,360 | -9.82% | Q4 2025 | Feb 06, 2026 |
| SEAMOUNT FINANCIAL GROUP INC | History | Added to | 12,450 | 3,613 | 1.64% | 1.67% | 741 | +413 | 3.43% | Q4 2025 | Jan 26, 2026 |
| WEST BANCORPORATION INC | History | Added to | 12,404 | 3,599 | 1.89% | 1.65% | 742 | +2,330 | 23.13% | Q4 2025 | Jan 29, 2026 |
| First American Bank | History | Reduced | 12,352 | 3,584 | 0.22% | 0.25% | 743 | -944 | -7.1% | Q4 2025 | Jan 20, 2026 |
| Carrera Capital Advisors | History | Added to | 12,266 | 3,559 | 0.6% | 0.61% | 744 | +666 | 5.74% | Q4 2025 | Jan 30, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | New | 12,258 | 3,557 | 0.6% | — | 745 | +12,258 | New | Q4 2025 | Feb 12, 2026 |
| WEALTH ALLIANCE, LLC | History | Reduced | 12,251 | 3,555 | 0.35% | 0.39% | 746 | -634 | -4.92% | Q4 2025 | Feb 13, 2026 |
| Boyd Wealth Management, LLC | History | Reduced | 12,167 | 3,531 | 1.5% | 1.54% | 747 | -12 | -0.1% | Q4 2025 | Jan 28, 2026 |
| GEM Asset Management, LLC | History | Added to | 11,863 | 3,508 | 1.56% | 1.56% | 748 | +688 | 6.16% | Q4 2025 | Jan 09, 2026 |
| Covington Investment Advisors Inc. | History | Added to | 12,055 | 3,499 | 0.48% | 0.33% | 749 | +3,524 | 41.31% | Q4 2025 | Feb 17, 2026 |
| Good Steward Wealth Advisors,LLC | History | Added to | 12,044 | 3,495 | 2.31% | 2.08% | 751 | +1,797 | 17.54% | Q4 2025 | Jan 22, 2026 |
| TSFG, LLC | History | Reduced | 12,042 | 3,495 | 0.52% | 0.63% | 750 | -1,407 | -10.46% | Q4 2025 | Feb 04, 2026 |
| ADAPT WEALTH ADVISORS, LLC | History | Reduced | 11,977 | 3,476 | 1.2% | 1.42% | 753 | -1,133 | -8.64% | Q4 2025 | Feb 10, 2026 |
| GoalFusion Wealth Management, LLC | History | Added to | 11,979 | 3,476 | 1.61% | 1.62% | 752 | +402 | 3.47% | Q4 2025 | Jan 06, 2026 |
| BAR HARBOR WEALTH MANAGEMENT | History | Reduced | 11,951 | 3,468 | 0.2% | 0.21% | 754 | -72 | -0.6% | Q4 2025 | Jan 22, 2026 |
| Beckerman Institutional, LLC | History | Added to | 11,912 | 3,456 | 1.94% | 2.0% | 755 | +332 | 2.87% | Q4 2025 | Feb 10, 2026 |
| EVOKE WEALTH, LLC | History | Reduced | 11,879 | 3,447 | 0.06% | 0.11% | 756 | -7,106 | -37.43% | Q4 2025 | Feb 06, 2026 |
| Aprio Wealth Management, LLC | History | New | 1,138 | 3,447 | 0.2% | — | 757 | +1,138 | New | Q4 2025 | Jan 29, 2026 |
| WealthTrust Asset Management, LLC | History | New | 11,859 | 3,441 | 2.4% | — | 758 | +11,859 | New | Q4 2025 | Feb 04, 2026 |
| SeaCrest Wealth Management, LLC | History | Added to | 11,597 | 3,429 | 0.35% | 0.31% | 759 | +1,606 | 16.07% | Q4 2025 | Jan 12, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 11,770 | 3,415 | 0.01% | 0.01% | 760 | -1,079 | -8.4% | Q4 2025 | Feb 13, 2026 |
| Optas, LLC | History | Reduced | 11,764 | 3,413 | 0.53% | 0.96% | 761 | -7,410 | -38.65% | Q4 2025 | Jan 27, 2026 |
| Financial Planning Hawaii, Inc. | History | New | 11,753 | 3,411 | 1.97% | — | 762 | +11,753 | New | Q4 2025 | Jan 15, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | Added to | 11,517 | 3,399 | 0.76% | 0.83% | 763 | +497 | 4.51% | Q4 2025 | Feb 04, 2026 |
| NICOLET BANKSHARES INC | History | Added to | 11,692 | 3,393 | 0.54% | 0.3% | 764 | +5,311 | 83.23% | Q4 2025 | Feb 09, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 11,681 | 3,390 | 0.1% | 0.1% | 765 | +765 | 7.01% | Q4 2025 | Feb 13, 2026 |
| Maltin Wealth Management, Inc. | History | Added to | 11,677 | 3,389 | 1.35% | 1.37% | 766 | +480 | 4.29% | Q4 2025 | Jan 15, 2026 |
| Bank of Marin | History | No change | 11,595 | 3,365 | 2.32% | 2.4% | 767 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| My Personal CFO, LLC | History | Added to | 11,578 | 3,360 | 1.4% | 0.12% | 768 | +10,488 | 962.2% | Q4 2025 | Jan 15, 2026 |
| Mayflower Financial Advisors, LLC | History | Reduced | 11,570 | 3,357 | 0.41% | 0.44% | 769 | -314 | -2.64% | Q4 2025 | Jan 13, 2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | History | Added to | 11,532 | 3,346 | 0.82% | 0.6% | 770 | +2,446 | 26.92% | Q4 2025 | Jan 08, 2026 |
| Fifth Third Wealth Advisors LLC | History | Added to | 11,527 | 3,345 | 0.12% | 0.1% | 771 | +1,866 | 19.31% | Q4 2025 | Jan 15, 2026 |
| City State Bank | History | Added to | 11,525 | 3,344 | 0.92% | 0.95% | 772 | +370 | 3.32% | Q4 2025 | Jan 28, 2026 |
| MCF Advisors LLC | History | Added to | 11,448 | 3,322 | 0.18% | 0.01% | 773 | +11,143 | 3653.44% | Q4 2025 | Feb 11, 2026 |
| Valtinson Bruner Financial Planning LLC | History | Reduced | 11,424 | 3,315 | 0.95% | 1.0% | 774 | -100 | -0.87% | Q4 2025 | Feb 09, 2026 |
| Magnus Financial Group LLC | History | Added to | 11,424 | 3,315 | 0.25% | 0.26% | 775 | +50 | 0.44% | Q4 2025 | Jan 07, 2026 |
| Objective Capital Management, LLC | History | Added to | 11,393 | 3,306 | 3.37% | 3.46% | 776 | +11 | 0.1% | Q4 2025 | Feb 04, 2026 |
| Hexagon Capital Partners LLC | History | No change | 11,364 | 3,298 | 0.61% | 0.67% | 777 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| PHILADELPHIA TRUST CO | History | Reduced | 11,355 | 3,295 | 0.23% | 0.34% | 778 | -5,000 | -30.57% | Q4 2025 | Feb 12, 2026 |
| Mission Creek Capital Partners, Inc. | History | Added to | 11,327 | 3,287 | 0.66% | 0.43% | 779 | +3,908 | 52.68% | Q4 2025 | Feb 12, 2026 |
| UMB Bank, n.a. | History | Added to | 11,305 | 3,280 | 0.04% | 0.04% | 780 | +1,092 | 10.69% | Q4 2025 | Feb 13, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 11,302 | 3,279 | 0.12% | 0.13% | 781 | +75 | 0.67% | Q4 2025 | Feb 04, 2026 |
| Fusion Family Wealth, LLC | History | Added to | 11,238 | 3,261 | 0.25% | 0.24% | 782 | +412 | 3.81% | Q4 2025 | Feb 04, 2026 |
| Stratos Investment Management, LLC | History | Reduced | 11,200 | 3,250 | 0.13% | 0.21% | 783 | -6,359 | -36.22% | Q4 2025 | Jan 20, 2026 |
| Arete Wealth Advisors, LLC | History | Reduced | 11,181 | 3,245 | 0.2% | 0.3% | 784 | -5,139 | -31.49% | Q4 2025 | Feb 13, 2026 |
| ENCOMPASS WEALTH ADVISORS, LLC | History | Added to | 11,111 | 3,224 | 1.1% | 1.1% | 785 | +128 | 1.17% | Q4 2025 | Jan 22, 2026 |
| High Net Worth Advisory Group LLC | History | Added to | 11,054 | 3,208 | 0.74% | 0.73% | 786 | +751 | 7.29% | Q4 2025 | Jan 23, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 11,040 | 3,204 | 0.19% | 0.19% | 787 | +511 | 4.85% | Q4 2025 | Feb 10, 2026 |
| PCA Investment Advisory Services Inc. | History | Added to | 11,040 | 3,203 | 1.12% | 1.12% | 788 | +703 | 6.8% | Q4 2025 | Feb 10, 2026 |
| FLYWHEEL PRIVATE WEALTH LLC | History | Reduced | 11,000 | 3,192 | 1.99% | 2.53% | 789 | -25 | -0.23% | Q4 2025 | Jan 14, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 10,978 | 3,186 | 0.25% | 0.26% | 790 | +61 | 0.56% | Q4 2025 | Feb 17, 2026 |
| Sepio Capital, LP | History | Added to | 10,973 | 3,184 | 0.17% | 0.18% | 791 | +375 | 3.54% | Q4 2025 | Feb 12, 2026 |
| RED CEDAR INVESTMENT MANAGEMENT, LLC | History | No change | 10,950 | 3,177 | 0.34% | 0.38% | 792 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Capital Advisors Wealth Management, LLC | History | Reduced | 10,886 | 3,159 | 0.43% | 0.46% | 793 | -83 | -0.76% | Q4 2025 | Jan 21, 2026 |
| Columbia Asset Management | History | Added to | 10,854 | 3,149 | 0.56% | 0.4% | 794 | +3,508 | 47.75% | Q4 2025 | Jan 28, 2026 |
| Hidden Cove Wealth Management, LLC | History | Reduced | 10,851 | 3,149 | 2.04% | 2.2% | 795 | -470 | -4.15% | Q4 2025 | Feb 02, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 10,813 | 3,138 | 0.0% | 0.0% | 796 | +3,830 | 54.85% | Q4 2025 | Feb 17, 2026 |
| CWS Financial Advisors, LLC | History | Added to | 10,769 | 3,125 | 0.85% | 0.86% | 797 | +225 | 2.13% | Q4 2025 | Feb 06, 2026 |
| NWF Advisory Services Inc. | History | Reduced | 10,770 | 3,125 | 0.35% | 0.35% | 798 | -133 | -1.22% | Q4 2025 | Mar 03, 2026 |
| SNOWWATER INVESTMENT PARTNERS, LLC | History | New | 10,710 | 3,108 | 2.86% | — | 799 | +10,710 | New | Q4 2025 | Feb 13, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Reduced | 10,689 | 3,102 | 0.19% | 0.25% | 800 | -1,001 | -8.56% | Q4 2025 | Feb 11, 2026 |