VANGUARD INDEX FUNDS - VUG
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Added to | 47,877,294 | 23,357,416 | 1.7% | 1.53% | 1 | +788,896 | 1.68% | Q4 2025 | Feb 17, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 39,381,983 | 19,213,009 | 11.71% | 11.43% | 2 | +4,166,873 | 11.83% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Reduced | 14,385,761 | 7,018,239 | 0.42% | 0.43% | 3 | -387,829 | -2.63% | Q4 2025 | Feb 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 7,655,628 | 3,734,874 | 1.11% | 1.15% | 4 | -662,910 | -7.97% | Q4 2025 | Feb 10, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 6,494,674 | 3,168,491 | 6.0% | 6.24% | 5 | -321,775 | -4.72% | Q4 2025 | Feb 12, 2026 |
| UBS Group AG | History | Reduced | 5,614,562 | 2,739,120 | 0.44% | 0.44% | 6 | -189,706 | -3.27% | Q4 2025 | Jan 29, 2026 |
| LPL Financial LLC | History | Added to | 5,490,898 | 2,678,789 | 0.73% | 0.76% | 7 | +24,146 | 0.44% | Q4 2025 | Feb 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 4,323,403 | 2,109,215 | 0.38% | 0.38% | 8 | +110,503 | 2.62% | Q4 2025 | Feb 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 3,886,318 | 1,896,045 | 0.43% | 0.43% | 9 | +18,225 | 0.47% | Q4 2025 | Feb 17, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Added to | 3,601,607 | 1,757,085 | 4.21% | 4.09% | 10 | +89,760 | 2.56% | Q4 2025 | Feb 11, 2026 |
| EP Wealth Advisors, LLC | History | New | 3,464,230 | 1,690,059 | 8.78% | — | 11 | +3,464,230 | New | Q4 2025 | Feb 18, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 3,328,739 | 1,623,953 | 0.51% | 0.39% | 12 | +785,519 | 30.89% | Q4 2025 | Feb 18, 2026 |
| FMR LLC | History | Reduced | 2,589,110 | 1,263,123 | 0.06% | 0.07% | 13 | -32,333 | -1.23% | Q4 2025 | Feb 17, 2026 |
| Mill Creek Capital Advisors, LLC | History | Reduced | 2,481,930 | 1,210,834 | 24.67% | 24.95% | 14 | -43,760 | -1.73% | Q4 2025 | Feb 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 2,286,543 | 1,115,512 | 0.61% | 0.68% | 15 | -41,880 | -1.8% | Q4 2025 | Feb 06, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Added to | 2,240,580 | 1,093,088 | 11.95% | 11.77% | 16 | +79,472 | 3.68% | Q4 2025 | Feb 12, 2026 |
| ROYAL BANK OF CANADA | History | New | 2,187,648 | 1,067,266 | 0.17% | — | 17 | +2,187,648 | New | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | Added to | 2,124,859 | 1,036,254 | 1.13% | 1.16% | 18 | +49,310 | 2.38% | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 1,913,713 | 933,624 | 0.16% | 0.17% | 19 | -17,642 | -0.91% | Q4 2025 | Feb 10, 2026 |
| Mariner, LLC | History | Added to | 1,832,360 | 893,937 | 1.06% | 1.11% | 20 | +43,348 | 2.42% | Q4 2025 | Feb 13, 2026 |
| Align Financial, LLC | History | New | 877,660 | 877,660 | 0.51% | — | 21 | +877,660 | New | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 1,792,931 | 874,699 | 0.05% | 0.05% | 22 | +52,721 | 3.03% | Q4 2025 | Feb 11, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 1,773,369 | 865,155 | 5.3% | 5.44% | 23 | -604 | -0.03% | Q4 2025 | Jan 29, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 1,751,624 | 854,547 | 0.54% | 0.57% | 24 | -24,482 | -1.38% | Q4 2025 | Feb 10, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 1,651,530 | 805,715 | 1.07% | 1.06% | 25 | -60,285 | -3.52% | Q4 2025 | Feb 12, 2026 |
| Balentine LLC | History | Added to | 1,590,672 | 776,025 | 29.44% | 26.76% | 26 | +76,192 | 5.03% | Q4 2025 | Feb 02, 2026 |
| HighTower Advisors, LLC | History | Reduced | 1,576,796 | 769,255 | 0.84% | 0.87% | 27 | -19,881 | -1.25% | Q4 2025 | Feb 06, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 1,456,421 | 710,534 | 0.7% | 0.76% | 28 | -8,470 | -0.58% | Q4 2025 | Feb 13, 2026 |
| Corient Private Wealth LLC | History | Added to | 1,559,140 | 701,986 | 0.95% | 1.06% | 29 | +153,643 | 10.93% | Q4 2025 | Mar 09, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 1,370,951 | 668,832 | 5.06% | 5.23% | 30 | -1,744 | -0.13% | Q4 2025 | Feb 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 1,310,572 | 639,375 | 1.22% | 1.43% | 31 | -156,019 | -10.64% | Q4 2025 | Feb 17, 2026 |
| Perfromance Wealth Partners, LLC | History | Reduced | 1,279,517 | 624,225 | 16.92% | 17.27% | 32 | -11,149 | -0.86% | Q4 2025 | Jan 21, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 1,196,788 | 583,865 | 6.75% | 6.77% | 33 | -22,066 | -1.81% | Q4 2025 | Jan 21, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 1,180,163 | 575,753 | 0.07% | 0.07% | 34 | +11,681 | 1.0% | Q4 2025 | Mar 25, 2026 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | History | Added to | 1,087,893 | 530,739 | 4.27% | 4.21% | 35 | +13,243 | 1.23% | Q4 2025 | Jan 27, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 1,078,000 | 525,912 | 0.7% | 0.68% | 36 | +22,728 | 2.15% | Q4 2025 | Feb 02, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 1,028,568 | 502,164 | 0.73% | 0.67% | 37 | +21,056 | 2.09% | Q4 2025 | Feb 17, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 1,025,872 | 500,481 | 10.08% | 10.42% | 38 | +7,410 | 0.73% | Q4 2025 | Feb 06, 2026 |
| CHOREO, LLC | History | Reduced | 1,016,084 | 499,598 | 6.37% | 6.37% | 39 | -1,872 | -0.18% | Q4 2025 | Jan 23, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 981,225 | 478,700 | 9.55% | 9.74% | 40 | -41,691 | -4.08% | Q4 2025 | Feb 05, 2026 |
| CITIGROUP INC | History | Added to | 934,721 | 456,013 | 0.2% | 0.19% | 41 | +56,703 | 6.46% | Q4 2025 | Feb 13, 2026 |
| CBIZ Investment Advisory Services, LLC | History | Added to | 827,704 | 403,803 | 15.27% | 15.54% | 42 | +48 | 0.01% | Q4 2025 | Feb 09, 2026 |
| Merit Financial Group, LLC | History | Added to | 817,895 | 399,018 | 3.2% | 3.57% | 43 | +7,018 | 0.87% | Q4 2025 | Jan 26, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 816,840 | 398,503 | 0.56% | 0.62% | 44 | -49,260 | -5.69% | Q4 2025 | Feb 17, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 792,014 | 386,391 | 2.64% | 3.05% | 45 | -73,122 | -8.45% | Q4 2025 | Feb 17, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 773,761 | 377,487 | 0.92% | 0.94% | 46 | +36,314 | 4.92% | Q4 2025 | Feb 13, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 741,333 | 361,711 | 0.33% | 0.33% | 47 | -5,505 | -0.74% | Q4 2025 | Feb 13, 2026 |
| Waverly Advisors, LLC | History | Added to | 736,666 | 359,390 | 2.91% | 3.51% | 48 | +3,430 | 0.47% | Q4 2025 | Feb 17, 2026 |
| Focus Partners Wealth | History | Added to | 706,264 | 340,715 | 0.39% | 0.44% | 49 | +135,824 | 23.81% | Q4 2025 | Feb 13, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 691,736 | 337,470 | 1.84% | 1.57% | 50 | -47,236 | -6.39% | Q4 2025 | Jan 29, 2026 |
| LINCOLN NATIONAL CORP | History | Reduced | 666,181 | 325,003 | 9.5% | 9.22% | 51 | -7,970 | -1.18% | Q4 2025 | Feb 09, 2026 |
| CWM, LLC | History | Added to | 643,577 | 313,976 | 0.85% | 0.75% | 52 | +124,594 | 24.01% | Q4 2025 | Jan 26, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 625,220 | 305,019 | 3.93% | 4.16% | 53 | -19,339 | -3.0% | Q4 2025 | Feb 09, 2026 |
| Baird Financial Group, Inc. | History | Added to | 625,110 | 304,966 | 0.48% | 0.45% | 54 | +35,172 | 5.96% | Q4 2025 | Feb 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 608,419 | 298,269 | 0.4% | 0.43% | 55 | +14,506 | 2.44% | Q4 2025 | Jan 08, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 610,480 | 297,828 | 3.28% | 3.22% | 56 | +32,974 | 5.71% | Q4 2025 | Feb 06, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 599,927 | 292,680 | 2.33% | 2.31% | 57 | -322,957 | -34.99% | Q4 2025 | Feb 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 592,916 | 289,260 | 0.52% | 0.4% | 58 | +171,125 | 40.57% | Q4 2025 | Mar 16, 2026 |
| Waldron Private Wealth LLC | History | Added to | 591,692 | 288,664 | 11.41% | 11.1% | 59 | +21,409 | 3.75% | Q4 2025 | Jan 14, 2026 |
| Bell Bank | History | Added to | 590,640 | 288,149 | 12.31% | 11.81% | 60 | +22,343 | 3.93% | Q4 2025 | Jan 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 588,771 | 287,237 | 0.04% | 0.05% | 61 | -21,061 | -3.45% | Q4 2025 | Feb 13, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 574,349 | 280,201 | 1.15% | 1.11% | 62 | +69,158 | 13.69% | Q4 2025 | Feb 13, 2026 |
| Cerity Partners LLC | History | Reduced | 556,035 | 271,267 | 0.4% | 0.45% | 63 | -16,517 | -2.88% | Q4 2025 | Feb 11, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 542,351 | 264,591 | 1.59% | 1.84% | 64 | +8,853 | 1.66% | Q4 2025 | Feb 17, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 536,198 | 261,589 | 0.08% | 0.08% | 65 | -13,600 | -2.47% | Q4 2025 | Feb 17, 2026 |
| Retirement Investment Advisors, Inc. | History | Reduced | 526,861 | 257,034 | 20.71% | 21.07% | 66 | -1,669 | -0.32% | Q4 2025 | Jan 21, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 522,057 | 254,690 | 1.79% | 1.92% | 67 | +48,761 | 10.3% | Q4 2025 | Feb 18, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 512,844 | 250,196 | 0.66% | 0.66% | 68 | +12,205 | 2.44% | Q4 2025 | Feb 05, 2026 |
| ASSETMARK, INC | History | Added to | 509,821 | 248,721 | 0.51% | 0.51% | 69 | +15,254 | 3.08% | Q4 2025 | Jan 23, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 487,825 | 237,990 | 2.45% | 2.37% | 70 | -1,040 | -0.21% | Q4 2025 | Jan 13, 2026 |
| Private Advisor Group, LLC | History | Added to | 464,381 | 226,552 | 1.07% | 1.04% | 71 | +21,905 | 4.95% | Q4 2025 | Feb 17, 2026 |
| Garde Capital, Inc. | History | Reduced | 450,769 | 219,911 | 13.03% | 10.8% | 72 | -11,486 | -2.48% | Q4 2025 | Feb 10, 2026 |
| Avior Wealth Management, LLC | History | Added to | 447,284 | 218,163 | 6.8% | 6.81% | 73 | +6,620 | 1.5% | Q4 2025 | Jan 06, 2026 |
| INVICTUS PRIVATE WEALTH, LLC | History | Added to | 419,131 | 204,477 | 12.38% | 12.42% | 74 | +5,641 | 1.36% | Q4 2025 | Feb 13, 2026 |
| Truepoint, Inc. | History | Reduced | 413,468 | 201,714 | 4.54% | 4.69% | 75 | -7,004 | -1.67% | Q4 2025 | Feb 11, 2026 |
| Brookstone Capital Management | History | Added to | 409,394 | 199,726 | 2.28% | 2.3% | 76 | +7,818 | 1.95% | Q4 2025 | Jan 15, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | Added to | 406,187 | 198,162 | 12.42% | 12.47% | 77 | +13,260 | 3.37% | Q4 2025 | Jan 21, 2026 |
| NewEdge Advisors, LLC | History | Added to | 405,902 | 198,023 | 0.72% | 0.88% | 78 | +3,934 | 0.98% | Q4 2025 | Feb 18, 2026 |
| Creative Planning | History | Added to | 379,265 | 185,028 | 0.13% | 0.11% | 79 | +68,857 | 22.18% | Q4 2025 | Feb 17, 2026 |
| BOK Financial Private Wealth, Inc. | History | Reduced | 359,171 | 175,224 | 10.72% | 11.88% | 80 | -34,064 | -8.66% | Q4 2025 | Feb 06, 2026 |
| Japan Science & Technology Agency | History | No change | 350,953 | 171,215 | 3.15% | 3.0% | 81 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| BANK OF HAWAII | History | Added to | 347,034 | 169,304 | 8.37% | 8.16% | 82 | +6,260 | 1.84% | Q4 2025 | Mar 03, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 777,791 | 162,652 | 0.23% | 0.05% | 83 | +25,132 | 3.34% | Q4 2025 | Feb 10, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | Added to | 329,844 | 160,917 | 17.64% | 18.3% | 84 | +2,653 | 0.81% | Q4 2025 | Feb 13, 2026 |
| BESSEMER GROUP INC | History | Added to | 327,710 | 159,876 | 0.25% | 0.18% | 85 | +82,237 | 33.5% | Q4 2025 | Feb 05, 2026 |
| Cornerstone Management, Inc. | History | Reduced | 321,170 | 156,685 | 25.55% | 26.22% | 86 | -9,437 | -2.85% | Q4 2025 | Feb 06, 2026 |
| Rezny Wealth Management, Inc. | History | Added to | 320,962 | 156,584 | 31.56% | 31.7% | 87 | +4,236 | 1.34% | Q4 2025 | Feb 03, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Added to | 320,457 | 156,338 | 6.82% | 6.18% | 88 | +35,819 | 12.58% | Q4 2025 | Jan 29, 2026 |
| STEPHENS GROUP ASSET MANAGEMENT, LLC | History | Added to | 317,708 | 154,997 | 10.35% | 10.22% | 89 | +1,473 | 0.47% | Q4 2025 | Jan 08, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 316,871 | 154,588 | 1.13% | 1.07% | 90 | +28,428 | 9.86% | Q4 2025 | Feb 12, 2026 |
| Betterment LLC | History | Added to | 314,854 | 153,605 | 0.29% | 0.29% | 91 | +8,948 | 2.93% | Q4 2025 | Feb 12, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 309,261 | 150,876 | 0.84% | 0.78% | 92 | +41,472 | 15.49% | Q4 2025 | Feb 03, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 308,007 | 149,824 | 0.23% | 0.27% | 93 | -26,156 | -7.83% | Q4 2025 | Feb 18, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 304,755 | 148,677 | 0.02% | 0.02% | 94 | -39,089 | -11.37% | Q4 2025 | Feb 17, 2026 |
| &PARTNERS | History | Added to | 300,632 | 146,746 | 0.77% | 0.73% | 95 | +63,662 | 26.87% | Q4 2025 | Feb 17, 2026 |
| Howard Capital Management Inc. | History | Reduced | 296,447 | 144,624 | 1.87% | 1.88% | 96 | -697 | -0.23% | Q4 2025 | Jan 23, 2026 |
| US BANCORP \DE\ | History | Reduced | 292,462 | 142,680 | 0.17% | 0.17% | 97 | -9,003 | -2.99% | Q4 2025 | Jan 30, 2026 |
| Venturi Wealth Management, LLC | History | Reduced | 289,434 | 141,202 | 6.27% | 6.46% | 98 | -724 | -0.25% | Q4 2025 | Jan 22, 2026 |
| Everhart Financial Group, Inc. | History | Added to | 284,541 | 138,816 | 12.86% | 12.62% | 99 | +21,967 | 8.37% | Q4 2025 | Jan 07, 2026 |
| GLENMEDE TRUST CO NA | History | New | 267,583 | 130,543 | 0.62% | — | 100 | +267,583 | New | Q4 2025 | Feb 17, 2026 |
| Financial Synergies Wealth Advisors, Inc. | History | Added to | 262,647 | 128,135 | 12.37% | 12.71% | 101 | +887 | 0.34% | Q4 2025 | Feb 06, 2026 |
| Strategies Wealth Advisors, LLC | History | Reduced | 262,150 | 127,892 | 12.81% | 13.21% | 102 | -2,676 | -1.01% | Q4 2025 | Feb 13, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | Added to | 257,227 | 125,490 | 3.59% | 3.53% | 103 | +5,388 | 2.14% | Q4 2025 | Feb 13, 2026 |
| Arax Advisory Partners | History | New | 250,815 | 122,362 | 3.56% | — | 104 | +250,815 | New | Q4 2025 | Feb 13, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 249,896 | 121,914 | 0.33% | 0.26% | 105 | +47,670 | 23.57% | Q4 2025 | Feb 17, 2026 |
| Mountain Capital Investment Advisors Inc. | History | Added to | 251,790 | 121,740 | 19.64% | 20.57% | 106 | +9,370 | 3.87% | Q4 2025 | Jan 28, 2026 |
| Relyea Zuckerberg Hanson LLC | History | Reduced | 243,326 | 118,708 | 11.99% | 12.31% | 107 | -766 | -0.31% | Q4 2025 | Jan 20, 2026 |
| Summit Financial, LLC | History | Added to | 243,232 | 118,662 | 1.74% | 1.7% | 108 | +10,609 | 4.56% | Q4 2025 | Feb 13, 2026 |
| CENTRAL TRUST Co | History | Reduced | 240,299 | 117,232 | 2.3% | 2.45% | 109 | -4,173 | -1.71% | Q4 2025 | Feb 02, 2026 |
| White Lighthouse Investment Management Inc. | History | Added to | 240,210 | 117,188 | 16.36% | 17.41% | 110 | +2,054 | 0.86% | Q4 2025 | Feb 09, 2026 |
| RMR Wealth Builders | History | Added to | 238,376 | 116,294 | 9.3% | 9.44% | 111 | +3,487 | 1.48% | Q4 2025 | Jan 29, 2026 |
| Trust Co of Tennessee | History | Reduced | 235,723 | 115,004 | 22.85% | 23.99% | 112 | -1,504 | -0.63% | Q4 2025 | Jan 30, 2026 |
| Martel Wealth Advisors Inc | History | Reduced | 228,862 | 111,652 | 19.07% | 19.29% | 113 | -775 | -0.34% | Q4 2025 | Jan 21, 2026 |
| 71 West Capital Partners | History | New | 228,527 | 111,489 | 5.13% | — | 114 | +228,527 | New | Q4 2025 | Feb 17, 2026 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | History | Reduced | 228,416 | 111,435 | 0.88% | 0.89% | 115 | -813 | -0.35% | Q4 2025 | Feb 03, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 227,342 | 110,911 | 0.61% | 0.62% | 116 | +829 | 0.37% | Q4 2025 | Feb 12, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | Added to | 224,017 | 109,287 | 9.17% | 9.26% | 117 | +1,619 | 0.73% | Q4 2025 | Feb 03, 2026 |
| Kensington Asset Management, LLC | History | No change | 220,810 | 108,570 | 5.61% | 6.35% | 118 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| HCR Wealth Advisors | History | Added to | 217,235 | 105,980 | 10.5% | 10.86% | 119 | +272 | 0.13% | Q4 2025 | Jan 27, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 213,783 | 104,321 | 0.79% | — | 120 | +213,783 | New | Q4 2025 | Feb 18, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 231,026 | 102,470 | 2.54% | 2.65% | 121 | -2,782 | -1.19% | Q4 2025 | Feb 09, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 204,200 | 99,621 | 0.01% | 0.01% | 122 | +106,599 | 109.22% | Q4 2025 | Feb 17, 2026 |
| Members Trust Co | History | Reduced | 203,891 | 99,470 | 3.24% | 3.22% | 123 | -174 | -0.09% | Q4 2025 | Jan 15, 2026 |
| CSM Advisors, LLC | History | Added to | 201,497 | 98,303 | 2.67% | 2.7% | 124 | +110 | 0.05% | Q4 2025 | Feb 11, 2026 |
| Clark Asset Management, LLC | History | Added to | 198,665 | 96,920 | 10.06% | 10.85% | 125 | +4,039 | 2.08% | Q4 2025 | Jan 27, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 197,979 | 96,586 | 0.34% | 0.32% | 126 | +15,650 | 8.58% | Q4 2025 | Feb 06, 2026 |
| Pathway Financial Advisors LLC | History | Added to | 196,117 | 96,142 | 12.08% | 12.13% | 127 | +6,335 | 3.34% | Q4 2025 | Jan 14, 2026 |
| Allworth Financial LP | History | New | 196,274 | 95,754 | 0.39% | — | 128 | +196,274 | New | Q4 2025 | Feb 05, 2026 |
| VISTA CAPITAL PARTNERS, INC. | History | Reduced | 194,217 | 94,750 | 9.35% | 9.89% | 129 | -8,536 | -4.21% | Q4 2025 | Feb 02, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 192,796 | 94,057 | 3.46% | 3.41% | 130 | +13,082 | 7.28% | Q4 2025 | Feb 06, 2026 |
| VANGUARD GROUP INC | History | Added to | 192,097 | 93,716 | 0.0% | 0.0% | 131 | +2,678 | 1.41% | Q4 2025 | Jan 29, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 191,065 | 93,212 | 2.26% | 2.22% | 132 | +1,167 | 0.61% | Q4 2025 | Feb 13, 2026 |
| One Day In July LLC | History | Added to | 190,484 | 92,929 | 7.63% | 7.57% | 133 | +3,918 | 2.1% | Q4 2025 | Feb 04, 2026 |
| Cresset Asset Management, LLC | History | Added to | 188,912 | 92,162 | 0.39% | 0.39% | 134 | +1,865 | 1.0% | Q4 2025 | Feb 17, 2026 |
| Advisors Capital Management, LLC | History | Added to | 188,852 | 92,133 | 1.08% | 1.01% | 135 | +18,684 | 10.98% | Q4 2025 | Jan 29, 2026 |
| Parkway Wealth Management Group, LLC | History | New | 188,429 | 91,927 | 12.33% | — | 136 | +188,429 | New | Q4 2025 | Feb 10, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 184,006 | 89,769 | 0.29% | 0.3% | 137 | -14,677 | -7.39% | Q4 2025 | Feb 02, 2026 |
| Lido Advisors, LLC | History | Added to | 181,934 | 88,605 | 0.26% | 0.22% | 138 | +38,745 | 27.06% | Q4 2025 | Feb 10, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 180,365 | 87,992 | 0.67% | 0.67% | 139 | +16,873 | 10.32% | Q4 2025 | Jan 14, 2026 |
| Pasadena Private Wealth, LLC | History | Added to | 179,724 | 87,680 | 11.92% | 12.29% | 140 | +1,608 | 0.9% | Q4 2025 | Feb 10, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 177,130 | 86,414 | 0.01% | 0.01% | 141 | -1,324 | -0.74% | Q4 2025 | Feb 17, 2026 |
| Crane Advisory, LLC | History | Added to | 175,086 | 86,235 | 13.04% | 13.08% | 142 | +4,005 | 2.34% | Q4 2025 | Jan 15, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 176,241 | 85,981 | 1.49% | 0.27% | 143 | +151,539 | 613.47% | Q4 2025 | Feb 09, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Added to | 171,961 | 83,892 | 0.58% | 0.52% | 144 | +8,263 | 5.05% | Q4 2025 | Feb 17, 2026 |
| UMB Bank, n.a. | History | Added to | 169,023 | 82,459 | 1.1% | 0.2% | 145 | +140,512 | 492.83% | Q4 2025 | Feb 13, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Added to | 455,261 | 81,967 | 8.96% | 8.52% | 146 | +299,247 | 191.81% | Q4 2025 | Feb 18, 2026 |
| STEVENS CAPITAL PARTNERS | History | Added to | 167,647 | 81,788 | 21.41% | 22.54% | 147 | +10,176 | 6.46% | Q4 2025 | Jan 27, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 166,796 | 81,372 | 1.01% | 1.02% | 148 | +3,760 | 2.31% | Q4 2025 | Jan 29, 2026 |
| McIlrath & Eck, LLC | History | Reduced | 162,275 | 79,167 | 7.35% | 8.17% | 149 | -2,678 | -1.62% | Q4 2025 | Feb 03, 2026 |
| Permanens Capital L.P. | History | Reduced | 161,547 | 78,812 | 10.28% | 18.17% | 150 | -92,228 | -36.34% | Q4 2025 | Feb 17, 2026 |
| Venture Visionary Partners LLC | History | Reduced | 160,721 | 78,539 | 2.56% | 2.69% | 151 | -2,823 | -1.73% | Q4 2025 | Feb 13, 2026 |
| Pathstone Holdings, LLC | History | New | 159,836 | 77,978 | 0.3% | — | 152 | +159,836 | New | Q4 2025 | Feb 13, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 157,828 | 76,998 | 0.18% | 0.18% | 153 | -2,882 | -1.79% | Q4 2025 | Feb 11, 2026 |
| Florida Trust Wealth Management Co | History | Reduced | 156,960 | 76,574 | 2.11% | 2.15% | 154 | -265 | -0.17% | Q4 2025 | Jan 20, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 155,481 | 75,853 | 1.16% | 1.2% | 155 | -2,886 | -1.82% | Q4 2025 | Jan 20, 2026 |
| Atria Investments, Inc | History | Reduced | 155,270 | 75,750 | 0.86% | 0.9% | 156 | -8,352 | -5.1% | Q4 2025 | Feb 05, 2026 |
| Hirtle Callaghan & Co LLC | History | Reduced | 153,555 | 74,913 | 2.55% | 2.63% | 157 | -2,259 | -1.45% | Q4 2025 | Feb 04, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Added to | 151,507 | 73,914 | 0.01% | 0.0% | 158 | +141,411 | 1400.66% | Q4 2025 | Feb 17, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 148,649 | 71,872 | 1.77% | 1.94% | 159 | +1,161 | 0.79% | Q4 2025 | Jan 28, 2026 |
| SAGE FINANCIAL GROUP INC | History | Reduced | 144,167 | 70,333 | 4.65% | 4.85% | 160 | -4,497 | -3.02% | Q4 2025 | Jan 27, 2026 |
| Blue Edge Capital, LLC | History | Added to | 143,736 | 70,123 | 9.38% | 9.65% | 161 | +2,135 | 1.51% | Q4 2025 | Feb 12, 2026 |
| PRESILIUM PRIVATE WEALTH, LLC | History | Added to | 143,401 | 69,959 | 12.78% | 13.01% | 162 | +563 | 0.39% | Q4 2025 | Jan 13, 2026 |
| Nadler Financial Group, Inc. | History | Reduced | 142,785 | 69,659 | 6.48% | 6.56% | 163 | -756 | -0.53% | Q4 2025 | Jan 28, 2026 |
| INSPIRION WEALTH ADVISORS, LLC | History | Added to | 141,720 | 69,139 | 8.47% | 6.94% | 164 | +12,528 | 9.7% | Q4 2025 | Jan 09, 2026 |
| Brickley Wealth Management | History | Reduced | 141,198 | 68,884 | 11.61% | 12.02% | 165 | -2,567 | -1.79% | Q4 2025 | Jan 29, 2026 |
| Destination Wealth Management | History | Reduced | 141,104 | 68,839 | 1.8% | 1.93% | 166 | -5,081 | -3.48% | Q4 2025 | Feb 13, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | Added to | 140,778 | 68,776 | 16.54% | 17.44% | 167 | +3,312 | 2.41% | Q4 2025 | Feb 27, 2026 |
| BOKF, NA | History | Reduced | 140,202 | 68,398 | 1.05% | 1.03% | 168 | -2,770 | -1.94% | Q4 2025 | Feb 03, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | Added to | 140,010 | 68,305 | 4.31% | 4.28% | 169 | +2,473 | 1.8% | Q4 2025 | Feb 17, 2026 |
| STEPHENS INC /AR/ | History | Added to | 139,581 | 68,095 | 0.85% | 0.83% | 170 | +4,392 | 3.25% | Q4 2025 | Feb 05, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | Reduced | 138,428 | 67,533 | 5.47% | 5.57% | 171 | -3,362 | -2.37% | Q4 2025 | Feb 06, 2026 |
| Magnus Financial Group LLC | History | Added to | 138,166 | 67,405 | 5.15% | 5.1% | 172 | +3,523 | 2.62% | Q4 2025 | Jan 07, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 137,601 | 67,187 | 0.12% | 0.03% | 173 | +110,682 | 411.17% | Q4 2025 | Feb 05, 2026 |
| DAVENPORT & Co LLC | History | Added to | 135,982 | 66,340 | 0.35% | 0.34% | 174 | +3,911 | 2.96% | Q4 2025 | Jan 12, 2026 |
| COMERICA BANK | History | Added to | 135,476 | 66,093 | 0.26% | 0.24% | 175 | +1,307 | 0.97% | Q4 2025 | Jan 29, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 135,411 | 66,061 | 0.03% | 0.04% | 176 | +19,158 | 16.48% | Q4 2025 | Feb 17, 2026 |
| Affinity Capital Advisors, LLC | History | Added to | 135,179 | 65,948 | 9.13% | 9.58% | 177 | +6,167 | 4.78% | Q4 2025 | Jan 09, 2026 |
| Gleason Group, Inc. | History | Reduced | 135,137 | 65,927 | 6.46% | 6.56% | 178 | -969 | -0.71% | Q4 2025 | Jan 15, 2026 |
| Partners in Financial Planning | History | Reduced | 134,018 | 65,382 | 11.07% | 11.52% | 179 | -4,898 | -3.53% | Q4 2025 | Feb 02, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 133,850 | 65,300 | 0.02% | 0.02% | 180 | +2,799 | 2.14% | Q4 2025 | Feb 12, 2026 |
| Trust Co | History | Added to | 132,291 | 64,539 | 6.05% | 6.44% | 181 | +1,038 | 0.79% | Q4 2025 | Jan 15, 2026 |
| Checchi Capital Advisers, LLC | History | Reduced | 131,460 | 64,134 | 3.28% | 3.39% | 182 | -4,616 | -3.39% | Q4 2025 | Jan 27, 2026 |
| Systematic Alpha Investments, LLC | History | No change | 130,672 | 63,749 | 1.99% | 2.06% | 183 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| IFP Advisors, Inc | History | Added to | 127,121 | 62,017 | 1.39% | 1.58% | 184 | +395 | 0.31% | Q4 2025 | Feb 06, 2026 |
| Quantum Financial Planning Services, Inc. | History | Added to | 125,393 | 61,174 | 22.17% | 23.78% | 185 | +2,793 | 2.28% | Q4 2025 | Jan 15, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 124,656 | 60,814 | 0.01% | 0.01% | 186 | +21,549 | 20.9% | Q4 2025 | Feb 11, 2026 |
| Strategic Investment Advisors / MI | History | Added to | 124,581 | 60,777 | 5.26% | 5.35% | 187 | +32,133 | 34.76% | Q4 2025 | Feb 17, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 123,306 | 60,155 | 0.69% | 0.88% | 188 | +16,568 | 15.52% | Q4 2025 | Jan 29, 2026 |
| Connecticut Wealth Management, LLC | History | Reduced | 123,276 | 60,141 | 2.61% | 2.63% | 189 | -370 | -0.3% | Q4 2025 | Feb 12, 2026 |
| Principle Wealth Partners LLC | History | Reduced | 122,440 | 59,733 | 3.36% | 3.56% | 190 | -5,372 | -4.2% | Q4 2025 | Feb 06, 2026 |
| Rolek Wealth Management LLC | History | Added to | 119,495 | 58,296 | 39.97% | 42.35% | 191 | +1,891 | 1.61% | Q4 2025 | Jan 26, 2026 |
| Vise Technologies, Inc. | History | Added to | 119,316 | 58,209 | 1.14% | 0.74% | 192 | +77,940 | 188.37% | Q4 2025 | Feb 11, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Reduced | 118,818 | 57,966 | 1.39% | 1.43% | 193 | -1,983 | -1.64% | Q4 2025 | Feb 03, 2026 |
| Grey Fox Wealth Advisors, LLC | History | Reduced | 118,405 | 57,765 | 11.82% | 11.84% | 194 | -2,530 | -2.09% | Q4 2025 | Feb 12, 2026 |
| PFG Advisors | History | Reduced | 117,736 | 57,438 | 2.79% | 2.72% | 195 | -20,541 | -14.85% | Q4 2025 | Jan 27, 2026 |
| SP Asset Management LLC | History | Reduced | 115,844 | 56,515 | 4.47% | 4.41% | 196 | -54 | -0.05% | Q4 2025 | Jan 28, 2026 |
| MAI Capital Management | History | Added to | 114,772 | 55,992 | 0.32% | 0.33% | 197 | +5,960 | 5.48% | Q4 2025 | Feb 13, 2026 |
| Chaney Capital Management, Inc. | History | Reduced | 113,332 | 55,290 | 19.08% | 19.59% | 198 | -1,816 | -1.58% | Q4 2025 | Jan 27, 2026 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | History | Added to | 113,197 | 55,224 | 0.85% | 0.9% | 199 | +10,164 | 9.86% | Q4 2025 | Feb 17, 2026 |
| M&T BANK CORP | History | Added to | 113,131 | 55,192 | 0.18% | 0.18% | 200 | +3,793 | 3.47% | Q4 2025 | Jan 30, 2026 |
| GOLDEN ROAD ADVISORS LLC | History | Added to | 112,188 | 54,732 | 31.16% | 30.08% | 201 | +3,815 | 3.52% | Q4 2025 | Feb 02, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 112,136 | 54,706 | 3.27% | 3.03% | 202 | +3,322 | 3.05% | Q4 2025 | Jan 20, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 111,967 | 54,624 | 0.72% | 0.8% | 203 | -3,096 | -2.69% | Q4 2025 | Feb 10, 2026 |
| Quantinno Capital Management LP | History | Added to | 110,289 | 53,805 | 0.11% | 0.1% | 204 | +31,955 | 40.79% | Q4 2025 | Feb 17, 2026 |
| Summit Financial Wealth Advisors, LLC | History | Reduced | 110,018 | 53,673 | 7.68% | 8.41% | 205 | -2,572 | -2.28% | Q4 2025 | Jan 27, 2026 |
| TL Private Wealth | History | Reduced | 108,682 | 53,365 | 20.54% | 21.2% | 206 | -1,530 | -1.39% | Q4 2025 | Jan 12, 2026 |
| American Trust | History | Added to | 108,857 | 53,106 | 4.46% | 4.04% | 207 | +9,106 | 9.13% | Q4 2025 | Feb 17, 2026 |
| Wealth Analytics Partners, LLC | History | New | 107,670 | 52,527 | 20.6% | — | 208 | +107,670 | New | Q4 2025 | Feb 17, 2026 |
| Fee-Only Financial Planning, L.C. | History | Reduced | 107,003 | 52,202 | 30.43% | 30.56% | 209 | -2,199 | -2.01% | Q4 2025 | Jan 26, 2026 |
| MBM WEALTH CONSULTANTS, LLC | History | Reduced | 105,757 | 51,594 | 12.27% | 12.71% | 210 | -981 | -0.92% | Q4 2025 | Jan 26, 2026 |
| CFS Investment Advisory Services, LLC | History | Reduced | 105,736 | 51,584 | 3.77% | 3.86% | 211 | -506 | -0.48% | Q4 2025 | Feb 10, 2026 |
| Wealthfront Advisers LLC | History | Added to | 105,173 | 51,309 | 0.11% | 0.12% | 212 | +1,719 | 1.66% | Q4 2025 | Jan 30, 2026 |
| Bishop & Co Investment Management, LLC | History | Reduced | 102,981 | 50,240 | 16.64% | 16.62% | 213 | -636 | -0.61% | Q4 2025 | Jan 21, 2026 |
| Dodds Wealth, LLC | History | Reduced | 102,781 | 50,142 | 12.3% | 12.47% | 214 | -2,191 | -2.09% | Q4 2025 | Feb 11, 2026 |
| BROWN ADVISORY INC | History | Added to | 102,530 | 50,021 | 0.07% | 0.04% | 215 | +31,076 | 43.49% | Q4 2025 | Feb 13, 2026 |
| Rise Advisors, LLC | History | Added to | 101,388 | 49,463 | 17.64% | 15.76% | 216 | +9,789 | 10.69% | Q4 2025 | Feb 11, 2026 |
| Jacobsen Capital Management | History | Reduced | 101,169 | 49,356 | 16.12% | 16.5% | 217 | -366 | -0.36% | Q4 2025 | Jan 26, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Added to | 100,995 | 49,271 | 1.56% | 1.54% | 218 | +2,478 | 2.52% | Q4 2025 | Jan 30, 2026 |
| Strata Wealth Advisors, LLC | History | Reduced | 99,767 | 48,672 | 13.54% | 13.39% | 219 | -5,975 | -5.65% | Q4 2025 | Feb 12, 2026 |
| Cornerstone Wealth Advisors, Inc. | History | Added to | 99,655 | 48,617 | 11.31% | 11.5% | 220 | +608 | 0.61% | Q4 2025 | Jan 14, 2026 |
| Duncan Williams Asset Management, LLC | History | Added to | 102,995 | 48,136 | 11.96% | 13.68% | 221 | +1,596 | 1.57% | Q4 2025 | Feb 05, 2026 |
| Global Retirement Partners, LLC | History | Added to | 98,543 | 48,075 | 0.85% | 0.59% | 222 | +43,184 | 78.01% | Q4 2025 | Feb 06, 2026 |
| Root Financial Partners, LLC | History | Added to | 98,538 | 48,072 | 2.46% | 2.21% | 223 | +23,734 | 31.73% | Q4 2025 | Feb 10, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 97,191 | 47,415 | 0.85% | 0.88% | 224 | +6,952 | 7.7% | Q4 2025 | Jan 16, 2026 |
| Global Strategic Investment Solutions, LLC | History | Reduced | 97,092 | 47,367 | 4.63% | 4.66% | 225 | -178 | -0.18% | Q4 2025 | Jan 29, 2026 |
| MAINSAIL ASSET MANAGEMENT, LLC | History | Added to | 96,781 | 47,215 | 20.23% | 19.75% | 226 | +2,865 | 3.05% | Q4 2025 | Feb 05, 2026 |
| First Pacific Financial | History | Reduced | 95,394 | 46,539 | 6.08% | 6.44% | 227 | -1,259 | -1.3% | Q4 2025 | Jan 16, 2026 |
| MARINO, STRAM & ASSOCIATES LLC | History | Added to | 95,335 | 46,510 | 8.4% | 7.72% | 228 | +5,894 | 6.59% | Q4 2025 | Jan 16, 2026 |
| Ocean Park Asset Management, LLC | History | Added to | 94,697 | 46,198 | 2.17% | 1.46% | 229 | +20,749 | 28.06% | Q4 2025 | Jan 15, 2026 |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | History | Added to | 98,009 | 45,926 | 6.56% | 7.26% | 230 | +8,051 | 8.95% | Q4 2025 | Feb 11, 2026 |
| FIRST HORIZON CORP | History | Added to | 94,103 | 45,909 | 2.05% | 1.97% | 231 | +6,532 | 7.46% | Q4 2025 | Jan 27, 2026 |
| JNBA Financial Advisors | History | Reduced | 94,079 | 45,897 | 4.01% | 4.12% | 232 | -487 | -0.51% | Q4 2025 | Jan 26, 2026 |
| Certified Advisory Corp | History | Added to | 93,213 | 45,474 | 4.14% | 4.22% | 233 | +602 | 0.65% | Q4 2025 | Jan 12, 2026 |
| Gotham Asset Management, LLC | History | Added to | 92,450 | 45,102 | 0.16% | 0.17% | 234 | +9,550 | 11.52% | Q4 2025 | Feb 17, 2026 |
| Black Diamond Financial, LLC | History | Reduced | 91,970 | 44,868 | 4.73% | 5.04% | 235 | -1,846 | -1.97% | Q4 2025 | Feb 03, 2026 |
| GenWealth Group, Inc. | History | Added to | 91,201 | 44,709 | 7.62% | 7.87% | 236 | +3,044 | 3.45% | Q4 2025 | Jan 12, 2026 |
| OpenArc Corporate Advisory, LLC | History | New | 91,484 | 44,631 | 0.74% | — | 237 | +91,484 | New | Q4 2025 | Feb 13, 2026 |
| Wolff Financial Management LLC | History | Added to | 91,456 | 44,617 | 10.03% | 10.14% | 238 | +422 | 0.46% | Q4 2025 | Feb 06, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 91,365 | 44,573 | 0.13% | 0.14% | 239 | -2,737 | -2.91% | Q4 2025 | Feb 13, 2026 |
| AE Wealth Management LLC | History | Reduced | 90,923 | 44,357 | 0.25% | 0.28% | 240 | -1,989 | -2.14% | Q4 2025 | Jan 26, 2026 |
| TRITONPOINT WEALTH, LLC | History | Reduced | 90,782 | 44,288 | 4.49% | 3.8% | 241 | -1,555 | -1.68% | Q4 2025 | Jan 20, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 89,331 | 43,580 | 2.57% | 1.89% | 242 | -1,103 | -1.22% | Q4 2025 | Jan 30, 2026 |
| Savant Capital, LLC | History | Reduced | 89,129 | 43,482 | 0.25% | 0.69% | 243 | -147,978 | -62.41% | Q4 2025 | Feb 10, 2026 |
| Destiny Wealth Partners, LLC | History | Added to | 89,310 | 43,474 | 4.99% | 4.91% | 244 | +5,685 | 6.8% | Q4 2025 | Feb 03, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 88,670 | 43,258 | 0.88% | 0.96% | 245 | +2,309 | 2.67% | Q4 2025 | Feb 03, 2026 |
| Wealth Management Strategies, Inc. | History | Added to | 87,465 | 42,670 | 19.65% | 19.6% | 246 | +4,950 | 6.0% | Q4 2025 | Feb 17, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 86,464 | 42,182 | 1.95% | 1.95% | 247 | -1,580 | -1.79% | Q4 2025 | Feb 17, 2026 |
| Sandbox Financial Partners, LLC | History | Added to | 86,195 | 42,050 | 11.64% | 11.37% | 248 | +3,408 | 4.12% | Q4 2025 | Jan 07, 2026 |
| Newton One Investments LLC | History | Reduced | 85,702 | 41,810 | 12.33% | 12.53% | 249 | -2,526 | -2.86% | Q4 2025 | Jan 23, 2026 |
| NWAM LLC | History | Reduced | 85,751 | 41,790 | 2.33% | 2.3% | 250 | -2,364 | -2.68% | Q4 2025 | Feb 04, 2026 |
| GoalVest Advisory LLC | History | Added to | 84,385 | 41,168 | 7.89% | 8.12% | 251 | +4,560 | 5.71% | Q4 2025 | Jan 05, 2026 |
| FWG Holdings, LLC | History | No change | 81,284 | 40,988 | 15.56% | 17.69% | 252 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Scott Capital Advisors, LLC | History | Reduced | 83,059 | 40,521 | 8.98% | 9.26% | 253 | -959 | -1.14% | Q4 2025 | Jan 12, 2026 |
| Stratos Investment Management, LLC | History | Reduced | 82,474 | 40,236 | 1.61% | 1.65% | 254 | -1,001 | -1.2% | Q4 2025 | Jan 20, 2026 |
| Dougherty Wealth Advisers LLC | History | Reduced | 81,561 | 39,790 | 22.49% | 25.76% | 255 | -1,797 | -2.16% | Q4 2025 | Jan 29, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 80,658 | 39,350 | 2.57% | 2.68% | 256 | -1,032 | -1.26% | Q4 2025 | Jan 23, 2026 |
| Beacon Capital Management, LLC | History | Reduced | 80,407 | 39,227 | 6.08% | 5.78% | 257 | -4,435 | -5.23% | Q4 2025 | Feb 13, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 79,659 | 38,862 | 0.01% | 0.01% | 258 | -12,387 | -13.46% | Q4 2025 | Feb 12, 2026 |
| American Investment Services, Inc. | History | Reduced | 79,205 | 38,640 | 8.97% | 9.19% | 259 | -576 | -0.72% | Q4 2025 | Feb 13, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Added to | 79,105 | 38,593 | 4.72% | 4.79% | 260 | +1,708 | 2.21% | Q4 2025 | Jan 07, 2026 |
| Marble Wealth, LLC | History | New | 78,323 | 38,210 | 5.31% | — | 261 | +78,323 | New | Q4 2025 | Feb 10, 2026 |
| Joel Isaacson & Co., LLC | History | Added to | 78,164 | 38,133 | 1.26% | 1.35% | 262 | +191 | 0.24% | Q4 2025 | Jan 30, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 77,250 | 37,687 | 0.76% | 0.77% | 263 | +6,089 | 8.56% | Q4 2025 | Feb 09, 2026 |
| TD Capital Management LLC | History | Reduced | 77,079 | 37,603 | 3.34% | 3.35% | 264 | -478 | -0.62% | Q4 2025 | Feb 26, 2026 |
| HB Wealth Management, LLC | History | Reduced | 76,627 | 37,383 | 0.24% | 0.25% | 265 | -841 | -1.09% | Q4 2025 | Jan 28, 2026 |
| Compound Planning, Inc. | History | Reduced | 76,108 | 37,129 | 1.09% | 1.25% | 266 | -4,312 | -5.36% | Q4 2025 | Feb 19, 2026 |
| McNamara Financial Services, Inc. | History | Added to | 76,072 | 37,112 | 7.04% | 0.13% | 267 | +74,642 | 5219.72% | Q4 2025 | Jan 21, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 75,837 | 36,997 | 6.73% | 0.58% | 268 | +393 | 0.52% | Q4 2025 | Mar 04, 2026 |
| WEALTHSPAN PARTNERS, LLC | History | Reduced | 75,755 | 36,957 | 13.43% | 14.43% | 269 | -3,084 | -3.91% | Q4 2025 | Jan 27, 2026 |
| BlackRock, Inc. | History | Added to | 75,453 | 36,810 | 0.0% | 0.0% | 270 | +58,297 | 339.81% | Q4 2025 | Feb 12, 2026 |
| Arcadia Wealth Management, LLC | History | Added to | 75,435 | 36,801 | 13.69% | 12.99% | 271 | +7,128 | 10.44% | Q4 2025 | Feb 03, 2026 |
| Prospera Financial Services Inc | History | Added to | 74,235 | 36,242 | 0.59% | 0.6% | 272 | +987 | 1.35% | Q4 2025 | Feb 09, 2026 |
| Retirement Planning Group, LLC | History | Reduced | 74,036 | 36,119 | 1.19% | 1.4% | 273 | -9,763 | -11.65% | Q4 2025 | Feb 03, 2026 |
| TOBIAS FINANCIAL ADVISORS, INC. | History | Reduced | 73,738 | 35,973 | 5.08% | 5.42% | 274 | -653 | -0.88% | Q4 2025 | Feb 13, 2026 |
| Advisory Services Network, LLC | History | Added to | 73,718 | 35,964 | 0.51% | 0.47% | 275 | +6,299 | 9.34% | Q4 2025 | Feb 17, 2026 |
| Alpine Bank Wealth Management | History | Reduced | 73,627 | 35,919 | 5.08% | 5.01% | 276 | -599 | -0.81% | Q4 2025 | Jan 15, 2026 |
| AIRE ADVISORS, LLC | History | Reduced | 73,520 | 35,867 | 6.56% | 6.48% | 277 | -918 | -1.23% | Q4 2025 | Feb 17, 2026 |
| ANDERSON HOAGLAND & CO | History | Reduced | 73,181 | 35,702 | 3.07% | 3.23% | 278 | -1,787 | -2.38% | Q4 2025 | Jan 05, 2026 |
| Karpus Management, Inc. | History | Added to | 72,958 | 35,593 | 1.09% | 1.09% | 279 | +1,155 | 1.61% | Q4 2025 | Feb 17, 2026 |
| LEGACY FINANCIAL GROUP, INC. | History | Reduced | 72,250 | 35,247 | 9.24% | 9.9% | 280 | -3,077 | -4.08% | Q4 2025 | Feb 06, 2026 |
| Evolution Advisers, Inc. | History | Added to | 71,017 | 34,646 | 15.0% | 15.05% | 281 | +1,536 | 2.21% | Q4 2025 | Jan 23, 2026 |
| Bragg Financial Advisors, Inc | History | Added to | 70,951 | 34,614 | 1.13% | 1.06% | 282 | +4,410 | 6.63% | Q4 2025 | Feb 13, 2026 |
| FINANCIAL ADVISORY PARTNERS, LLC | History | Added to | 70,041 | 34,170 | 9.64% | 9.78% | 283 | +255 | 0.37% | Q4 2025 | Jan 23, 2026 |
| Tilson Financial Group, Inc. | History | Added to | 69,625 | 33,967 | 10.45% | 10.88% | 284 | +614 | 0.89% | Q4 2025 | Feb 05, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 69,454 | 33,883 | 0.49% | 0.39% | 285 | +16,695 | 31.64% | Q4 2025 | Feb 09, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 69,423 | 33,868 | 1.18% | 1.22% | 286 | -543 | -0.78% | Q4 2025 | Jan 13, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Reduced | 68,531 | 33,438 | 0.69% | 0.8% | 287 | -24,821 | -26.59% | Q4 2025 | Feb 05, 2026 |
| Blankinship & Foster, LLC | History | Reduced | 68,535 | 33,435 | 7.23% | 7.36% | 288 | -1,612 | -2.3% | Q4 2025 | Jan 23, 2026 |
| Penserra Capital Management LLC | History | Reduced | 67,949 | 33,149 | 0.39% | 0.54% | 289 | -25,857 | -27.56% | Q4 2025 | Feb 12, 2026 |
| EVERETT HARRIS & CO /CA/ | History | Added to | 67,839 | 33,095 | 0.4% | 0.4% | 290 | +816 | 1.22% | Q4 2025 | Feb 11, 2026 |
| CAMBRIDGE CAPITAL MANAGEMENT, LLC | History | Reduced | 67,467 | 32,914 | 14.78% | 15.84% | 291 | -1,435 | -2.08% | Q4 2025 | Jan 28, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 67,117 | 32,743 | 0.63% | 0.65% | 292 | -303 | -0.45% | Q4 2025 | Feb 12, 2026 |
| Brookwood Investment Group LLC | History | Added to | 66,997 | 32,684 | 3.92% | 4.01% | 293 | +2,230 | 3.44% | Q4 2025 | Jan 22, 2026 |
| DeDora Capital, Inc. | History | Reduced | 66,806 | 32,592 | 7.71% | 8.1% | 294 | -3,146 | -4.5% | Q4 2025 | Jan 22, 2026 |
| Belpointe Asset Management LLC | History | Added to | 66,770 | 32,575 | 1.18% | 1.18% | 295 | +2,236 | 3.46% | Q4 2025 | Jan 27, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 66,450 | 32,418 | 1.14% | 1.26% | 296 | -2,662 | -3.85% | Q4 2025 | Feb 04, 2026 |
| R. W. Roge & Company, Inc. | History | Reduced | 66,043 | 32,219 | 15.92% | 16.43% | 297 | -784 | -1.17% | Q4 2025 | Jan 23, 2026 |
| Marmo Financial Group, LLC | History | Reduced | 65,993 | 32,195 | 15.24% | 15.41% | 298 | -347 | -0.52% | Q4 2025 | Feb 03, 2026 |
| Crews Bank & Trust | History | Added to | 65,500 | 31,954 | 4.57% | 4.41% | 299 | +2,683 | 4.27% | Q4 2025 | Jan 21, 2026 |
| DAGCO, INC. | History | Added to | 64,763 | 31,595 | 7.3% | 7.58% | 300 | +1,879 | 2.99% | Q4 2025 | Jan 08, 2026 |
| Ellis Investment Partners, LLC | History | Added to | 64,683 | 31,556 | 5.5% | 5.52% | 301 | +1,003 | 1.58% | Q4 2025 | Feb 02, 2026 |
| Parker Financial LLC | History | Reduced | 64,453 | 31,444 | 12.75% | 12.83% | 302 | -753 | -1.15% | Q4 2025 | Feb 03, 2026 |
| Trek Financial, LLC | History | Reduced | 64,262 | 31,350 | 1.82% | 2.15% | 303 | -11,002 | -14.62% | Q4 2025 | Feb 04, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 64,050 | 31,247 | 0.67% | 0.72% | 304 | -2,460 | -3.7% | Q4 2025 | Feb 05, 2026 |
| WARNER FINANCIAL, INC | History | Added to | 63,645 | 31,050 | 10.78% | 11.39% | 305 | +76 | 0.12% | Q4 2025 | Jan 21, 2026 |
| Carter Financial, LLC | History | New | 63,613 | 31,034 | 27.38% | — | 306 | +63,613 | New | Q4 2025 | Mar 17, 2026 |
| Cannon Financial Strategists, Inc. | History | Reduced | 63,551 | 31,004 | 4.31% | 4.45% | 307 | -1,340 | -2.07% | Q4 2025 | Feb 04, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 63,346 | 30,904 | 1.63% | 0.85% | 308 | +34,964 | 123.19% | Q4 2025 | Jan 26, 2026 |
| Sovereign Financial Group, Inc. | History | Added to | 63,254 | 30,859 | 5.32% | 5.54% | 309 | +1,567 | 2.54% | Q4 2025 | Jan 07, 2026 |
| BlueStem Wealth Partners, LLC | History | Reduced | 62,886 | 30,679 | 3.39% | 13.78% | 310 | -188,082 | -74.94% | Q4 2025 | Feb 06, 2026 |
| Towerpoint Wealth, LLC | History | Reduced | 62,533 | 30,507 | 12.08% | 12.38% | 311 | -548 | -0.87% | Q4 2025 | Jan 15, 2026 |
| REAP Financial Group, LLC | History | Added to | 61,971 | 30,233 | 6.14% | 5.98% | 312 | +4,613 | 8.04% | Q4 2025 | Feb 10, 2026 |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | History | Reduced | 61,809 | 30,154 | 8.75% | 8.93% | 313 | -298 | -0.48% | Q4 2025 | Jan 08, 2026 |
| Waterford Advisors, LLC | History | Reduced | 61,689 | 30,095 | 11.76% | 10.74% | 314 | -3,095 | -4.78% | Q4 2025 | Feb 20, 2026 |
| CAPITAL WEALTH MANAGEMENT, LLC | History | Reduced | 61,594 | 30,049 | 9.7% | 10.83% | 315 | -3,286 | -5.06% | Q4 2025 | Feb 02, 2026 |
| Taylor Financial Group, Inc. | History | Reduced | 61,350 | 29,930 | 17.59% | 17.09% | 316 | -589 | -0.95% | Q4 2025 | Feb 06, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 60,886 | 29,704 | 0.34% | 0.32% | 317 | +3,469 | 6.04% | Q4 2025 | Jan 20, 2026 |
| COMMERCE BANK | History | Added to | 60,632 | 29,579 | 0.16% | 0.15% | 318 | +3,699 | 6.5% | Q4 2025 | Feb 13, 2026 |
| Wealth Alliance Advisory Group, LLC | History | Added to | 60,189 | 29,363 | 5.03% | 5.17% | 319 | +473 | 0.79% | Q4 2025 | Jan 29, 2026 |
| BTC Capital Management, Inc. | History | Reduced | 59,784 | 29,166 | 2.03% | 1.99% | 320 | -146 | -0.24% | Q4 2025 | Jan 15, 2026 |
| KENNICOTT CAPITAL MANAGEMENT LLC | History | Added to | 59,628 | 29,090 | 14.11% | 13.53% | 321 | +1,158 | 1.98% | Q4 2025 | Feb 13, 2026 |
| CUTLER INVESTMENT COUNSEL LLC | History | Added to | 59,533 | 29,043 | 3.02% | 2.99% | 322 | +109 | 0.18% | Q4 2025 | Feb 12, 2026 |
| Investment Advisory Group, LLC | History | Added to | 59,286 | 28,923 | 7.44% | 7.48% | 323 | +1,966 | 3.43% | Q4 2025 | Jan 23, 2026 |
| VeraBank, N.A. | History | Added to | 59,057 | 28,811 | 5.24% | 5.17% | 324 | +1,390 | 2.41% | Q4 2025 | Feb 11, 2026 |
| Francis Financial, Inc. | History | Added to | 58,682 | 28,628 | 5.59% | 4.83% | 325 | +2,015 | 3.56% | Q4 2025 | Feb 11, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 58,498 | 28,539 | 0.34% | 0.28% | 326 | -6,359 | -9.8% | Q4 2025 | Feb 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 58,353 | 28,468 | 0.31% | 0.16% | 327 | +35,913 | 160.04% | Q4 2025 | Jan 23, 2026 |
| Beaumont Financial Advisors, LLC | History | Reduced | 58,267 | 28,426 | 1.87% | 1.89% | 328 | -574 | -0.98% | Q4 2025 | Jan 16, 2026 |
| United Financial Planning Group LLC | History | Reduced | 58,192 | 28,389 | 17.22% | 18.48% | 329 | -3,035 | -4.96% | Q4 2025 | Feb 11, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 56,817 | 27,718 | 0.62% | 0.66% | 330 | -1,105 | -1.91% | Q4 2025 | Jan 27, 2026 |
| Veery Capital, LLC | History | Added to | 56,628 | 27,626 | 8.48% | 8.49% | 331 | +548 | 0.98% | Q4 2025 | Jan 27, 2026 |
| Clayton Financial Group LLC | History | Added to | 56,512 | 27,569 | 14.06% | 18.2% | 332 | +4,575 | 8.81% | Q4 2025 | Jan 21, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 56,369 | 27,500 | 1.73% | 1.8% | 333 | +599 | 1.07% | Q4 2025 | Feb 06, 2026 |
| Krilogy Financial LLC | History | Reduced | 56,417 | 27,462 | 0.93% | 1.06% | 334 | -576 | -1.01% | Q4 2025 | Jan 27, 2026 |
| BEACON FINANCIAL GROUP | History | New | 55,904 | 27,273 | 2.71% | — | 335 | +55,904 | New | Q4 2025 | Apr 01, 2026 |
| Trust Co of the South | History | Added to | 55,781 | 27,214 | 4.38% | 4.37% | 336 | +907 | 1.65% | Q4 2025 | Jan 05, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Reduced | 55,745 | 27,195 | 0.51% | 0.58% | 337 | -4,691 | -7.76% | Q4 2025 | Feb 10, 2026 |
| World Investment Advisors | History | Added to | 55,169 | 26,914 | 0.44% | 0.26% | 338 | +28,957 | 110.47% | Q4 2025 | Mar 12, 2026 |
| Hiley Hunt Wealth Management | History | Reduced | 54,796 | 26,732 | 11.96% | 13.25% | 339 | -3,908 | -6.66% | Q4 2025 | Jan 06, 2026 |
| STEPHEN J. GARRY & ASSOCIATES, LLC | History | Reduced | 54,705 | 26,688 | 21.17% | 21.74% | 340 | -2,057 | -3.62% | Q4 2025 | Jan 16, 2026 |
| ACORN CREEK CAPITAL LLC | History | Added to | 54,569 | 26,622 | 9.57% | 9.78% | 341 | +541 | 1.0% | Q4 2025 | Feb 02, 2026 |
| 25 LLC | History | Added to | 54,499 | 26,588 | 8.44% | 7.62% | 342 | +7,814 | 16.74% | Q4 2025 | Jan 15, 2026 |
| Berkshire Money Management, Inc. | History | Added to | 54,479 | 26,578 | 2.54% | 2.62% | 343 | +1,475 | 2.78% | Q4 2025 | Jan 27, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 121,365 | 26,494 | 0.64% | 1.11% | 344 | +409 | 0.34% | Q4 2025 | Feb 11, 2026 |
| Dakota Wealth Management | History | Added to | 54,294 | 26,487 | 0.47% | 0.45% | 345 | +8,120 | 17.59% | Q4 2025 | Jan 13, 2026 |
| Dominguez Wealth Management Solutions, Inc. | History | Added to | 53,989 | 26,339 | 16.11% | 15.88% | 346 | +1,670 | 3.19% | Q4 2025 | Jan 15, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 53,574 | 26,136 | 0.37% | 0.37% | 347 | -10,131 | -15.9% | Q4 2025 | Feb 02, 2026 |
| SPRENG CAPITAL MANAGEMENT, INC. | History | Added to | 52,950 | 25,832 | 10.14% | 9.99% | 348 | +715 | 1.37% | Q4 2025 | Jan 30, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | Reduced | 52,211 | 25,471 | 3.76% | 4.12% | 349 | -3,724 | -6.66% | Q4 2025 | Feb 03, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 52,000 | 25,368 | 0.07% | 0.08% | 350 | -2,000 | -3.7% | Q4 2025 | Jan 26, 2026 |
| LVW Advisors, LLC | History | Reduced | 51,904 | 25,321 | 2.57% | 2.99% | 351 | -9,057 | -14.86% | Q4 2025 | Jan 14, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | Added to | 51,359 | 25,055 | 7.29% | 7.91% | 352 | +1,310 | 2.62% | Q4 2025 | Feb 11, 2026 |
| ASSOCIATED BANC-CORP | History | Reduced | 50,946 | 24,854 | 0.64% | 0.66% | 353 | -1,410 | -2.69% | Q4 2025 | Feb 06, 2026 |
| Zhang Financial LLC | History | Added to | 50,797 | 24,781 | 0.92% | 0.69% | 354 | +15,555 | 44.14% | Q4 2025 | Feb 10, 2026 |
| Savvy Advisors, Inc. | History | Added to | 50,408 | 24,592 | 0.79% | 0.25% | 355 | +39,128 | 346.88% | Q4 2025 | Jan 20, 2026 |
| Advantage Trust Co | History | Added to | 50,322 | 24,550 | 11.06% | 10.73% | 356 | +792 | 1.6% | Q4 2025 | Jan 29, 2026 |
| Regal Investment Advisors LLC | History | Added to | 50,018 | 24,401 | 1.46% | 1.52% | 357 | +1,268 | 2.6% | Q4 2025 | Feb 17, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 49,833 | 24,311 | 1.29% | 1.2% | 358 | +5,733 | 13.0% | Q4 2025 | Jan 20, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Added to | 49,743 | 24,267 | 3.91% | 3.5% | 359 | +8,984 | 22.04% | Q4 2025 | Feb 17, 2026 |
| Whitegate Investment Counselors, Inc. | History | Reduced | 49,730 | 24,261 | 7.58% | 8.01% | 360 | -993 | -1.96% | Q4 2025 | Feb 10, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | History | Added to | 49,504 | 24,151 | 1.0% | 0.95% | 361 | +3,299 | 7.14% | Q4 2025 | Feb 13, 2026 |
| Arista Wealth Management, LLC | History | No change | 49,193 | 23,999 | 2.95% | 2.94% | 362 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Peterson Wealth Services | History | Added to | 48,904 | 23,858 | 6.1% | 6.98% | 363 | +46,641 | 2061.03% | Q4 2025 | Feb 12, 2026 |
| Noble Family Wealth, LLC | History | Added to | 48,711 | 23,764 | 5.01% | 5.03% | 364 | +1,179 | 2.48% | Q4 2025 | Jan 07, 2026 |
| Piedmont Capital Management, LLC | History | Added to | 48,641 | 23,730 | 12.11% | 12.29% | 365 | +192 | 0.4% | Q4 2025 | Feb 13, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 48,578 | 23,699 | 0.23% | 0.22% | 366 | +3,365 | 7.44% | Q4 2025 | Feb 13, 2026 |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | History | Added to | 48,360 | 23,593 | 3.4% | 3.08% | 367 | +4,450 | 10.13% | Q4 2025 | Feb 06, 2026 |
| IAG Wealth Partners, LLC | History | Reduced | 48,355 | 23,590 | 2.73% | 2.81% | 368 | -456 | -0.93% | Q4 2025 | Feb 10, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 48,109 | 23,470 | 0.02% | 0.02% | 369 | -1,912 | -3.82% | Q4 2025 | Feb 13, 2026 |
| AlphaCore Capital LLC | History | Added to | 47,918 | 23,377 | 0.52% | 0.17% | 370 | +37,099 | 342.91% | Q4 2025 | Feb 05, 2026 |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | History | Reduced | 47,749 | 23,294 | 3.62% | 3.74% | 371 | -1,405 | -2.86% | Q4 2025 | Jan 23, 2026 |
| INTEGRATED WEALTHCARE, LLC | History | New | 47,626 | 23,234 | 19.54% | — | 372 | +47,626 | New | Q4 2025 | Jan 23, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Reduced | 47,530 | 23,196 | 2.07% | 2.35% | 373 | -262 | -0.55% | Q4 2025 | Jan 30, 2026 |
| Warwick Investment Management, Inc. | History | Added to | 47,204 | 23,029 | 3.55% | 2.58% | 374 | +16,194 | 52.22% | Q4 2025 | Jan 15, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 47,132 | 22,993 | 0.43% | 0.4% | 375 | +3,187 | 7.25% | Q4 2025 | Feb 04, 2026 |
| Arkadios Wealth Advisors | History | Added to | 47,065 | 22,961 | 0.45% | 0.33% | 376 | +18,463 | 64.55% | Q4 2025 | Feb 13, 2026 |
| Legacy Edge Advisors, LLC | History | New | 46,722 | 22,793 | 2.5% | — | 377 | +46,722 | New | Q4 2025 | Feb 02, 2026 |
| Bay Harbor Wealth Management, LLC | History | Reduced | 46,717 | 22,791 | 5.95% | 6.16% | 378 | -786 | -1.65% | Q4 2025 | Feb 02, 2026 |
| RFG Advisory, LLC | History | Reduced | 46,693 | 22,779 | 0.43% | 0.61% | 379 | -14,465 | -23.65% | Q4 2025 | Feb 03, 2026 |
| Prosperity Planning, Inc. | History | Added to | 46,671 | 22,768 | 5.96% | 6.04% | 380 | +19 | 0.04% | Q4 2025 | Jan 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 46,669 | 22,767 | 0.13% | 0.12% | 381 | +2,313 | 5.21% | Q4 2025 | Feb 11, 2026 |
| Oak Root LLC | History | Reduced | 46,470 | 22,670 | 2.74% | 2.73% | 382 | -2,596 | -5.29% | Q4 2025 | Jan 16, 2026 |
| VestGen Advisors, LLC | History | Reduced | 46,443 | 22,657 | 0.96% | 0.78% | 383 | -2,650 | -5.4% | Q4 2025 | Feb 17, 2026 |
| IVC Wealth Advisors LLC | History | Reduced | 46,428 | 22,650 | 9.85% | 10.03% | 384 | -349 | -0.75% | Q4 2025 | Jan 16, 2026 |
| Rochester Wealth Strategies, LLC | History | Added to | 46,356 | 22,615 | 14.2% | 14.47% | 385 | +239 | 0.52% | Q4 2025 | Jan 15, 2026 |
| B&D White Capital Company, LLC | History | Reduced | 46,259 | 22,567 | 2.61% | 3.32% | 386 | -7,856 | -14.52% | Q4 2025 | Feb 13, 2026 |
| Regent Peak Wealth Advisors LLC | History | Reduced | 45,851 | 22,368 | 4.41% | 4.42% | 387 | -164 | -0.36% | Q4 2025 | Jan 08, 2026 |
| O'Brien Wealth Partners LLC | History | Reduced | 45,530 | 22,212 | 2.94% | 3.0% | 388 | -617 | -1.34% | Q4 2025 | Jan 22, 2026 |
| SAPIENT CAPITAL LLC | History | Added to | 45,085 | 22,167 | 0.31% | 0.28% | 389 | +6,444 | 16.68% | Q4 2025 | Feb 05, 2026 |
| MONECO ADVISORS, LLC | History | Reduced | 45,220 | 22,060 | 1.75% | 1.84% | 390 | -614 | -1.34% | Q4 2025 | Feb 04, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | New | 45,063 | 21,984 | 3.7% | — | 391 | +45,063 | New | Q4 2025 | Feb 12, 2026 |
| STAGE HARBOR FINANCIAL, LLC | History | Added to | 44,540 | 21,729 | 14.65% | 15.34% | 392 | +829 | 1.9% | Q4 2025 | Feb 17, 2026 |
| NORTHSTAR ASSET MANAGEMENT Co | History | Added to | 44,411 | 21,666 | 4.6% | 4.48% | 393 | +917 | 2.11% | Q4 2025 | Jan 27, 2026 |
| One Capital Management, LLC | History | Added to | 44,408 | 21,665 | 0.65% | 0.6% | 394 | +4,947 | 12.54% | Q4 2025 | Feb 10, 2026 |
| Leonard Rickey Investment Advisors P.L.L.C. | History | Added to | 44,376 | 21,649 | 3.91% | 3.87% | 395 | +1,548 | 3.61% | Q4 2025 | Jan 14, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 43,997 | 21,632 | 0.82% | 0.51% | 396 | +26,603 | 152.94% | Q4 2025 | Feb 13, 2026 |
| BIP Wealth, LLC | History | Added to | 44,264 | 21,594 | 0.76% | 0.96% | 397 | +3,706 | 9.14% | Q4 2025 | Jan 21, 2026 |
| Leeward Financial Partners, LLC | History | Reduced | 43,860 | 21,397 | 6.01% | 6.27% | 398 | -2,062 | -4.49% | Q4 2025 | Feb 09, 2026 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | History | Reduced | 43,711 | 21,324 | 4.8% | 5.04% | 399 | -1,043 | -2.33% | Q4 2025 | Jan 12, 2026 |
| Werba Rubin Papier Wealth Management | History | Added to | 43,375 | 21,160 | 5.73% | 3.28% | 400 | +1,048 | 2.48% | Q4 2025 | Jan 27, 2026 |
| Pinion Investment Advisors, LLC | History | Added to | 43,162 | 21,056 | 5.14% | 5.66% | 401 | +842 | 1.99% | Q4 2025 | Jan 29, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 42,949 | 20,952 | 1.23% | 1.31% | 402 | +2,758 | 6.86% | Q4 2025 | Feb 10, 2026 |
| Roof Eidam Maycock Peralta, LLC | History | Reduced | 42,854 | 20,906 | 4.74% | 5.05% | 403 | -442 | -1.02% | Q4 2025 | Jan 26, 2026 |
| Olistico Wealth, LLC | History | Added to | 42,604 | 20,784 | 10.14% | 10.77% | 404 | +124 | 0.29% | Q4 2025 | Jan 13, 2026 |
| Impact Partnership Wealth, LLC | History | Added to | 42,397 | 20,683 | 2.65% | 2.8% | 405 | +3,149 | 8.02% | Q4 2025 | Feb 10, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 42,275 | 20,624 | 0.25% | 0.25% | 406 | +526 | 1.26% | Q4 2025 | Jan 21, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 41,799 | 20,392 | 0.03% | 0.03% | 407 | +1,614 | 4.02% | Q4 2025 | Feb 12, 2026 |
| Cornerstone Advisory, LLC | History | Added to | 41,656 | 20,322 | 1.94% | 1.82% | 408 | +3,026 | 7.83% | Q4 2025 | Jan 28, 2026 |
| ROMANO BROTHERS AND COMPANY | History | Added to | 41,648 | 20,318 | 2.31% | 2.21% | 409 | +1,282 | 3.18% | Q4 2025 | Jan 14, 2026 |
| Aspire Private Capital, LLC | History | Reduced | 41,596 | 20,292 | 4.51% | 4.47% | 410 | -4,832 | -10.41% | Q4 2025 | Jan 16, 2026 |
| Milestone Investment Advisors LLC | History | Reduced | 41,415 | 20,204 | 4.89% | 5.01% | 411 | -655 | -1.56% | Q4 2025 | Feb 11, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Reduced | 41,279 | 20,138 | 2.25% | 2.44% | 412 | -2,566 | -5.85% | Q4 2025 | Jan 08, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | Reduced | 41,267 | 20,132 | 6.1% | 6.15% | 413 | -723 | -1.72% | Q4 2025 | Feb 10, 2026 |
| Synergy Investment Management, LLC | History | Reduced | 41,260 | 20,129 | 7.13% | 7.81% | 414 | -1,360 | -3.19% | Q4 2025 | Feb 06, 2026 |
| Apella Capital, LLC | History | Reduced | 41,003 | 20,003 | 0.4% | 0.44% | 415 | -897 | -2.14% | Q4 2025 | Jan 21, 2026 |
| Curran Financial Partners, LLC | History | Added to | 40,791 | 19,900 | 3.78% | 3.41% | 416 | +4,876 | 13.58% | Q4 2025 | Jan 22, 2026 |
| Onyx Bridge Wealth Group LLC | History | Added to | 40,590 | 19,802 | 2.11% | 2.09% | 417 | +423 | 1.05% | Q4 2025 | Feb 18, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 40,581 | 19,798 | 0.24% | 0.21% | 418 | +3,055 | 8.14% | Q4 2025 | Feb 11, 2026 |
| Aries Wealth Management | History | Added to | 40,491 | 19,753 | 4.37% | 4.31% | 419 | +2,474 | 6.51% | Q4 2025 | Jan 30, 2026 |
| StoneX Group Inc. | History | Reduced | 40,199 | 19,690 | 0.85% | 0.85% | 420 | -635 | -1.56% | Q4 2025 | Feb 12, 2026 |
| Heartwood Wealth Advisors LLC | History | Added to | 40,345 | 19,682 | 1.81% | 1.78% | 421 | +487 | 1.22% | Q4 2025 | Jan 12, 2026 |
| Texas Yale Capital Corp. | History | Added to | 40,315 | 19,668 | 0.6% | 0.41% | 422 | +12,910 | 47.11% | Q4 2025 | Feb 10, 2026 |
| IHT Wealth Management, LLC | History | Added to | 40,061 | 19,543 | 0.47% | 0.39% | 423 | +7,615 | 23.47% | Q4 2025 | Feb 17, 2026 |
| MATRIX PRIVATE CAPITAL GROUP LLC | History | Added to | 39,875 | 19,453 | 9.87% | 9.86% | 424 | +1,115 | 2.88% | Q4 2025 | Feb 17, 2026 |
| BROWN WEALTH MANAGEMENT, LLC | History | Reduced | 39,722 | 19,378 | 5.1% | 9.29% | 425 | -29,266 | -42.42% | Q4 2025 | Feb 06, 2026 |
| Tidal Investments LLC | History | Added to | 39,679 | 19,357 | 0.05% | 0.01% | 426 | +25,772 | 185.32% | Q4 2025 | Feb 13, 2026 |
| Enclave Advisors LLC | History | Added to | 39,547 | 19,293 | 2.73% | 2.72% | 427 | +2,462 | 6.64% | Q4 2025 | Jan 14, 2026 |
| Silicon Valley Capital Partners | History | Added to | 39,540 | 19,290 | 1.76% | 1.75% | 428 | +770 | 1.99% | Q4 2025 | Feb 13, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 39,307 | 19,176 | 0.89% | 0.94% | 429 | -1,098 | -2.72% | Q4 2025 | Feb 13, 2026 |
| Systelligence, LLC | History | Added to | 39,222 | 19,134 | 3.64% | 3.44% | 430 | +1,385 | 3.66% | Q4 2025 | Jan 22, 2026 |
| CORA CAPITAL ADVISORS LLC | History | Added to | 39,164 | 19,106 | 7.44% | 7.73% | 431 | +1,274 | 3.36% | Q4 2025 | Jan 28, 2026 |
| NewEdge Wealth, LLC | History | Added to | 39,090 | 19,070 | 0.22% | 0.28% | 432 | +234 | 0.6% | Q4 2025 | Feb 03, 2026 |
| SCS Capital Management LLC | History | Reduced | 39,049 | 19,050 | 0.2% | 0.21% | 433 | -1,580 | -3.89% | Q4 2025 | Feb 10, 2026 |
| VVR Holdings LLC | History | New | 39,036 | 19,043 | 9.9% | — | 434 | +39,036 | New | Q4 2025 | Feb 11, 2026 |
| Gemmer Asset Management LLC | History | Added to | 38,764 | 18,911 | 1.46% | 1.39% | 435 | +2,921 | 8.15% | Q4 2025 | Jan 23, 2026 |
| FC Advisory LLC | History | Reduced | 38,659 | 18,860 | 5.42% | 5.54% | 436 | -832 | -2.11% | Q4 2025 | Jan 13, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 38,624 | 18,843 | 0.49% | 0.69% | 437 | -8,625 | -18.25% | Q4 2025 | Feb 02, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 38,345 | 18,706 | 1.51% | 1.58% | 438 | +656 | 1.74% | Q4 2025 | Feb 12, 2026 |
| Quotient Wealth Partners, LLC | History | Reduced | 38,332 | 18,700 | 0.5% | 0.51% | 439 | -288 | -0.75% | Q4 2025 | Jan 22, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 38,052 | 18,563 | 1.2% | 1.21% | 440 | +429 | 1.14% | Q4 2025 | Feb 03, 2026 |
| Eagle Strategies LLC | History | Reduced | 38,034 | 18,555 | 2.37% | 2.47% | 441 | -491 | -1.27% | Q4 2025 | Jan 23, 2026 |
| Topel & Distasi Wealth Management, LLC | History | Reduced | 37,974 | 18,526 | 9.05% | 9.83% | 442 | -3,565 | -8.58% | Q4 2025 | Feb 09, 2026 |
| Falcon Wealth Planning | History | Reduced | 37,811 | 18,446 | 1.55% | 1.67% | 443 | -945 | -2.44% | Q4 2025 | Feb 03, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 37,589 | 18,338 | 0.25% | 0.25% | 444 | -7 | -0.02% | Q4 2025 | Jan 30, 2026 |
| Cyndeo Wealth Partners, LLC | History | Reduced | 37,526 | 18,307 | 0.99% | 1.04% | 445 | -1,373 | -3.53% | Q4 2025 | Jan 07, 2026 |
| NOVEM GROUP | History | Added to | 37,426 | 18,258 | 2.1% | 2.05% | 446 | +895 | 2.45% | Q4 2025 | Jan 27, 2026 |
| HOHIMER WEALTH MANAGEMENT, LLC | History | Added to | 37,341 | 18,217 | 2.45% | 2.39% | 447 | +1,719 | 4.83% | Q4 2025 | Feb 12, 2026 |
| Archford Capital Strategies, LLC | History | Reduced | 37,007 | 18,054 | 2.1% | 2.16% | 448 | -802 | -2.12% | Q4 2025 | Jan 15, 2026 |
| LOOMIS SAYLES & CO L P | History | Added to | 36,970 | 18,036 | 0.02% | 0.0% | 449 | +32,331 | 696.94% | Q4 2025 | Feb 12, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 36,905 | 18,004 | 0.44% | 0.46% | 450 | +111 | 0.3% | Q4 2025 | Jan 29, 2026 |
| GenTrust, LLC | History | Reduced | 36,746 | 17,926 | 0.77% | 0.84% | 451 | -1,547 | -4.04% | Q4 2025 | Feb 02, 2026 |
| PLANNING ALTERNATIVES LTD /ADV | History | Reduced | 36,494 | 17,803 | 2.24% | 2.3% | 452 | -809 | -2.17% | Q4 2025 | Feb 06, 2026 |
| Berger Financial Group, Inc | History | Added to | 36,241 | 17,680 | 1.02% | 1.03% | 453 | +366 | 1.02% | Q4 2025 | Jan 27, 2026 |
| Sowell Financial Services LLC | History | Reduced | 36,219 | 17,669 | 0.65% | 0.69% | 454 | -1,075 | -2.88% | Q4 2025 | Jan 21, 2026 |
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT | History | Reduced | 36,185 | 17,653 | 6.12% | 6.48% | 455 | -685 | -1.86% | Q4 2025 | Jan 27, 2026 |
| Smith & Howard Wealth Management, LLC | History | Reduced | 36,009 | 17,567 | 3.95% | 3.99% | 456 | -91 | -0.25% | Q4 2025 | Feb 03, 2026 |
| Rodgers & Associates, LTD | History | Reduced | 35,949 | 17,538 | 1.78% | 1.78% | 457 | -65 | -0.18% | Q4 2025 | Jan 22, 2026 |
| HOWARD WEALTH MANAGEMENT, LLC | History | Added to | 35,930 | 17,528 | 7.65% | 7.9% | 458 | +80 | 0.22% | Q4 2025 | Jan 29, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 35,523 | 17,330 | 0.45% | 0.47% | 459 | -139 | -0.39% | Q4 2025 | Feb 17, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 35,487 | 17,312 | 0.34% | 0.36% | 460 | -177 | -0.5% | Q4 2025 | Jan 14, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 35,298 | 17,220 | 0.42% | 0.41% | 461 | +1,696 | 5.05% | Q4 2025 | Jan 28, 2026 |
| Payne Capital Management, LLC | History | Reduced | 34,946 | 17,048 | 5.38% | 5.52% | 462 | -822 | -2.3% | Q4 2025 | Feb 02, 2026 |
| Arete Wealth Advisors, LLC | History | Reduced | 34,838 | 16,996 | 1.03% | 1.11% | 463 | -2,201 | -5.94% | Q4 2025 | Feb 13, 2026 |
| Addison Advisors LLC | History | Reduced | 34,754 | 16,955 | 3.81% | 3.93% | 464 | -545 | -1.54% | Q4 2025 | Feb 06, 2026 |
| DiPaolo Financial Group, Inc. | History | New | 34,643 | 16,900 | 17.99% | — | 465 | +34,643 | New | Q4 2025 | Feb 24, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 34,474 | 16,837 | 1.49% | 1.52% | 466 | -564 | -1.61% | Q4 2025 | Jan 28, 2026 |
| DDFG, Inc | History | Reduced | 34,395 | 16,779 | 3.67% | 4.1% | 467 | -2,608 | -7.05% | Q4 2025 | Jan 08, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 34,277 | 16,722 | 0.63% | 0.57% | 468 | +3,347 | 10.82% | Q4 2025 | Feb 17, 2026 |
| PCA Investment Advisory Services Inc. | History | Added to | 33,820 | 16,499 | 5.77% | 5.63% | 469 | +2,100 | 6.62% | Q4 2025 | Feb 10, 2026 |
| Mutual Advisors, LLC | History | Added to | 33,714 | 16,447 | 0.35% | 0.35% | 470 | +1,080 | 3.31% | Q4 2025 | Feb 02, 2026 |
| One Charles Private Wealth Services, LLC | History | Added to | 33,694 | 16,438 | 4.25% | 4.05% | 471 | +1,525 | 4.74% | Q4 2025 | Feb 06, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Reduced | 33,273 | 16,232 | 1.95% | 2.03% | 472 | -2,576 | -7.19% | Q4 2025 | Feb 13, 2026 |
| Procyon Advisors, LLC | History | Reduced | 33,208 | 16,200 | 0.8% | 0.96% | 473 | -578 | -1.71% | Q4 2025 | Jan 07, 2026 |
| POLEN CAPITAL MANAGEMENT LLC | History | Added to | 33,124 | 16,159 | 0.07% | 0.02% | 474 | +21,499 | 184.94% | Q4 2025 | Feb 12, 2026 |
| Mayfair Advisory Group, LLC | History | Added to | 33,231 | 16,156 | 6.27% | 6.33% | 475 | +2,470 | 8.03% | Q4 2025 | Jan 21, 2026 |
| Horizon Family Wealth, Inc. | History | Reduced | 32,958 | 16,078 | 8.56% | 9.28% | 476 | -698 | -2.07% | Q4 2025 | Feb 09, 2026 |
| BLUELINE ADVISORS LLC | History | New | 32,937 | 16,068 | 13.11% | — | 477 | +32,937 | New | Q4 2025 | Feb 10, 2026 |
| Five Pine Wealth Management | History | Reduced | 32,669 | 15,937 | 10.22% | 10.79% | 478 | -631 | -1.89% | Q4 2025 | Jan 21, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 32,539 | 15,874 | 1.2% | 1.25% | 479 | +223 | 0.69% | Q4 2025 | Jan 09, 2026 |
| Beirne Wealth Consulting Services, LLC | History | Added to | 32,234 | 15,725 | 4.55% | 3.71% | 480 | +65 | 0.2% | Q4 2025 | Jan 29, 2026 |
| EMC Capital Management | History | Reduced | 32,079 | 15,679 | 6.96% | 9.69% | 481 | -10,640 | -24.91% | Q4 2025 | Mar 09, 2026 |
| Safir Wealth Advisors, LLC | History | Reduced | 32,093 | 15,656 | 10.98% | 11.2% | 482 | -964 | -2.92% | Q4 2025 | Jan 06, 2026 |
| Financial Connections Group, Inc. | History | Reduced | 31,890 | 15,558 | 5.35% | 5.97% | 483 | -30 | -0.09% | Q4 2025 | Jan 23, 2026 |
| Oak Harvest Investment Services | History | Added to | 31,807 | 15,517 | 1.69% | 1.67% | 484 | +2,014 | 6.76% | Q4 2025 | Jan 27, 2026 |
| Midwest Trust Co | History | Added to | 31,736 | 15,482 | 0.19% | 0.18% | 485 | +2,527 | 8.65% | Q4 2025 | Feb 04, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 31,569 | 15,401 | 0.27% | 0.25% | 486 | +2,716 | 9.41% | Q4 2025 | Jan 22, 2026 |
| Prosperity Advisers, LLC | History | New | 31,530 | 15,382 | 12.7% | — | 487 | +31,530 | New | Q4 2025 | Jan 23, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | Added to | 31,451 | 15,344 | 3.23% | 2.82% | 488 | +8,947 | 39.76% | Q4 2025 | Feb 13, 2026 |
| WATERSHED PRIVATE WEALTH LLC | History | Reduced | 31,368 | 15,303 | 4.59% | 4.86% | 489 | -722 | -2.25% | Q4 2025 | Jan 23, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 31,309 | 15,274 | 1.15% | 1.13% | 490 | +2,832 | 9.94% | Q4 2025 | Jan 07, 2026 |
| GW HENSSLER & ASSOCIATES LTD | History | Reduced | 31,245 | 15,243 | 0.73% | 0.75% | 491 | -84 | -0.27% | Q4 2025 | Feb 10, 2026 |
| Kathmere Capital Management, LLC | History | Reduced | 31,158 | 15,200 | 1.02% | 1.09% | 492 | -1,002 | -3.12% | Q4 2025 | Jan 13, 2026 |
| Clarius Group, LLC | History | Reduced | 31,107 | 15,175 | 0.87% | 0.9% | 493 | -704 | -2.21% | Q4 2025 | Jan 14, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Added to | 31,063 | 15,154 | 0.12% | 0.11% | 494 | +4,494 | 16.91% | Q4 2025 | Feb 13, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 31,057 | 15,151 | 0.55% | 0.41% | 495 | +12,851 | 70.59% | Q4 2025 | Feb 09, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Added to | 30,895 | 15,088 | 0.45% | 0.79% | 496 | +4,655 | 17.74% | Q4 2025 | Feb 13, 2026 |
| SOL Capital Management CO | History | Added to | 30,703 | 14,979 | 1.35% | 1.31% | 497 | +295 | 0.97% | Q4 2025 | Jan 30, 2026 |
| CLARK FINANCIAL SERVICES GROUP INC /BD | History | Added to | 30,666 | 14,978 | 7.97% | 6.88% | 498 | +3,669 | 13.59% | Q4 2025 | Jan 06, 2026 |
| SouthState Bank Corp | History | Added to | 30,663 | 14,959 | 0.67% | 0.67% | 499 | +559 | 1.86% | Q4 2025 | Feb 11, 2026 |
| Kraft, Davis & Associates, LLC | History | Reduced | 30,447 | 14,948 | 3.35% | 3.65% | 500 | -461 | -1.49% | Q4 2025 | Jan 14, 2026 |
| Thayer Financial, L.L.C. | History | New | 30,540 | 14,899 | 15.75% | — | 501 | +30,540 | New | Q4 2025 | Jan 12, 2026 |
| Great Diamond Partners, LLC | History | Reduced | 30,323 | 14,793 | 2.85% | 2.91% | 502 | -954 | -3.05% | Q4 2025 | Feb 06, 2026 |
| Thrive Wealth Management, LLC | History | Reduced | 30,322 | 14,792 | 2.17% | 2.23% | 503 | -490 | -1.59% | Q4 2025 | Jan 12, 2026 |
| Beacon Bridge Wealth Partners, LLC | History | Reduced | 30,292 | 14,778 | 4.91% | 5.27% | 504 | -610 | -1.97% | Q4 2025 | Jan 27, 2026 |
| SWP FINANCIAL LLC | History | Reduced | 30,165 | 14,716 | 7.38% | 7.38% | 505 | -19 | -0.06% | Q4 2025 | Jan 16, 2026 |
| Financial Insights, Inc. | History | Reduced | 30,125 | 14,697 | 4.93% | 5.08% | 506 | -1,846 | -5.77% | Q4 2025 | Mar 31, 2026 |
| MCF Advisors LLC | History | Added to | 30,042 | 14,656 | 0.81% | 0.88% | 507 | +55 | 0.18% | Q4 2025 | Feb 11, 2026 |
| Brooklyn Investment Group | History | New | 29,596 | 14,577 | 0.67% | — | 508 | +29,596 | New | Q4 2025 | Feb 12, 2026 |
| RIVERSEDGE ADVISORS, LLC | History | Reduced | 29,862 | 14,568 | 2.37% | 2.4% | 509 | -36 | -0.12% | Q4 2025 | Jan 07, 2026 |
| Fusion Capital, LLC | History | Added to | 29,769 | 14,523 | 4.08% | 4.26% | 510 | +453 | 1.55% | Q4 2025 | Feb 04, 2026 |
| Integrity Wealth Solutions LLC | History | Added to | 29,727 | 14,502 | 5.74% | 6.3% | 511 | +260 | 0.88% | Q4 2025 | Feb 02, 2026 |
| INTEGRAL INVESTMENT ADVISORS, INC. | History | Added to | 29,681 | 14,480 | 3.59% | 3.83% | 512 | +36 | 0.12% | Q4 2025 | Feb 06, 2026 |
| Richmond Investment Services, LLC | History | Reduced | 29,170 | 14,236 | 2.46% | 2.96% | 513 | -4,015 | -12.1% | Q4 2025 | Feb 12, 2026 |
| Kendall Capital Management | History | Added to | 29,114 | 14,203 | 2.97% | 2.69% | 514 | +4,240 | 17.05% | Q4 2025 | Jan 16, 2026 |
| REGIONS FINANCIAL CORP | History | New | 29,055 | 14,174 | 0.09% | — | 515 | +29,055 | New | Q4 2025 | Jan 27, 2026 |
| BLB&B Advisors, LLC | History | Added to | 28,918 | 14,108 | 0.59% | 0.58% | 516 | +1,112 | 4.0% | Q4 2025 | Jan 26, 2026 |
| Capital Advisors, Ltd. LLC | History | Reduced | 28,761 | 14,031 | 1.58% | 1.64% | 517 | -1,530 | -5.05% | Q4 2025 | Jan 21, 2026 |
| IFG Advisory, LLC | History | Added to | 28,647 | 13,975 | 0.61% | 0.61% | 518 | +750 | 2.69% | Q4 2025 | Feb 10, 2026 |
| Coastal Bridge Advisors, LLC | History | Added to | 28,636 | 13,970 | 1.04% | 0.96% | 519 | +2,166 | 8.18% | Q4 2025 | Feb 18, 2026 |
| Uptown Financial Advisors LLC | History | Reduced | 28,269 | 13,791 | 9.88% | 12.31% | 520 | -2,887 | -9.27% | Q4 2025 | Jan 23, 2026 |
| Third View Private Wealth, LLC | History | New | 28,068 | 13,693 | 1.84% | — | 521 | +28,068 | New | Q4 2025 | Jan 23, 2026 |
| GENTRY PRIVATE WEALTH, LLC | History | Added to | 27,974 | 13,647 | 8.6% | 8.54% | 522 | +2,399 | 9.38% | Q4 2025 | Jan 28, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 27,794 | 13,559 | 0.17% | 0.18% | 523 | -558 | -1.97% | Q4 2025 | Feb 09, 2026 |
| Lansing Street Advisors | History | Added to | 27,743 | 13,534 | 3.46% | 3.5% | 524 | +259 | 0.94% | Q4 2025 | Jan 26, 2026 |
| NWF Advisory Services Inc. | History | Reduced | 27,699 | 13,513 | 1.49% | 1.49% | 525 | -670 | -2.36% | Q4 2025 | Mar 03, 2026 |
| Cranbrook Wealth Management, LLC | History | Reduced | 27,541 | 13,436 | 2.65% | 2.7% | 526 | -485 | -1.73% | Q4 2025 | Jan 28, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 27,433 | 13,383 | 0.63% | 0.57% | 527 | -52 | -0.19% | Q4 2025 | Jan 21, 2026 |
| Birnam Oak Advisors, LP | History | No change | 27,100 | 13,221 | 2.96% | 2.98% | 528 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| JMG Financial Group, Ltd. | History | Reduced | 26,912 | 13,129 | 0.37% | 0.39% | 529 | -1,952 | -6.76% | Q4 2025 | Feb 10, 2026 |
| Hubbell Strickland Wealth Management, LLC | History | Reduced | 26,886 | 13,116 | 5.28% | 5.32% | 530 | -84 | -0.31% | Q4 2025 | Jan 20, 2026 |
| Compass Financial Group, Inc. (Ohio) | History | New | 26,834 | 13,091 | 9.58% | — | 531 | +26,834 | New | Q4 2025 | Mar 04, 2026 |
| Facet Wealth, Inc. | History | Added to | 26,594 | 13,021 | 0.23% | 0.26% | 532 | +666 | 2.57% | Q4 2025 | Jan 29, 2026 |
| Thrive Capital Management, LLC | History | Added to | 26,684 | 13,018 | 2.9% | 2.78% | 533 | +4,250 | 18.94% | Q4 2025 | Feb 09, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | Reduced | 26,561 | 12,958 | 0.11% | 0.09% | 534 | -95 | -0.36% | Q4 2025 | Feb 17, 2026 |
| Ironsides Asset Advisors, LLC | History | Reduced | 26,562 | 12,958 | 3.28% | 3.29% | 535 | -50 | -0.19% | Q4 2025 | Feb 12, 2026 |
| Novak & Powell Financial Services, Inc. | History | Reduced | 26,145 | 12,755 | 6.65% | 6.74% | 536 | -563 | -2.11% | Q4 2025 | Feb 10, 2026 |
| Prostatis Group LLC | History | Added to | 26,095 | 12,730 | 3.04% | 2.83% | 537 | +2,533 | 10.75% | Q4 2025 | Feb 17, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | Reduced | 25,935 | 12,652 | 0.7% | 0.77% | 538 | -292 | -1.11% | Q4 2025 | Feb 17, 2026 |
| CWS Financial Advisors, LLC | History | Reduced | 25,878 | 12,624 | 3.43% | 3.46% | 539 | -116 | -0.45% | Q4 2025 | Feb 06, 2026 |
| Battery Global Advisors, LLC | History | Added to | 234,448 | 12,603 | 5.84% | 2.76% | 540 | +222,207 | 1815.27% | Q4 2025 | Feb 13, 2026 |
| Hurlow Wealth Management Group, Inc. | History | Reduced | 25,676 | 12,526 | 3.07% | 3.37% | 541 | -1,454 | -5.36% | Q4 2025 | Feb 17, 2026 |
| Sage Mountain Advisors LLC | History | Added to | 25,554 | 12,466 | 0.66% | 0.7% | 542 | +107 | 0.42% | Q4 2025 | Jan 23, 2026 |
| Columbia River Financial Group, LLC | History | Reduced | 25,537 | 12,458 | 7.65% | 8.39% | 543 | -1,910 | -6.96% | Q4 2025 | Feb 12, 2026 |
| FINANCIAL LIFE ADVISORS | History | Added to | 25,519 | 12,449 | 3.84% | 3.92% | 544 | +80 | 0.31% | Q4 2025 | Jan 30, 2026 |
| SHRIER WEALTH MANAGEMENT, LLC | History | New | 25,497 | 12,438 | 4.9% | — | 545 | +25,497 | New | Q4 2025 | Jan 15, 2026 |
| Caprock Group, LLC | History | Reduced | 25,465 | 12,423 | 0.26% | 0.29% | 547 | -530 | -2.04% | Q4 2025 | Jan 28, 2026 |
| Segment Wealth Management, LLC | History | Reduced | 25,466 | 12,423 | 0.72% | 0.75% | 546 | -482 | -1.86% | Q4 2025 | Jan 29, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Reduced | 25,305 | 12,345 | 1.01% | 0.95% | 548 | -463 | -1.8% | Q4 2025 | Feb 17, 2026 |
| Leo Wealth, LLC | History | Added to | 25,291 | 12,335 | 0.89% | 0.7% | 549 | +14,066 | 125.31% | Q4 2025 | Jan 21, 2026 |
| Crown Wealth Group, LLC | History | Reduced | 25,236 | 12,311 | 3.44% | 4.3% | 550 | -4,632 | -15.51% | Q4 2025 | Jan 28, 2026 |
| Elevated Capital Advisors, LLC | History | Reduced | 25,116 | 12,252 | 2.86% | 3.14% | 551 | -1,175 | -4.47% | Q4 2025 | Jan 27, 2026 |
| BCS Wealth Management | History | Added to | 24,835 | 12,116 | 1.22% | 1.34% | 552 | +12,444 | 100.43% | Q4 2025 | Jan 26, 2026 |
| First PREMIER Bank | History | Added to | 24,732 | 12,065 | 2.77% | 2.47% | 553 | +2,006 | 8.83% | Q4 2025 | Jan 23, 2026 |
| Visionary Wealth Advisors | History | Added to | 24,648 | 12,024 | 0.54% | 0.49% | 554 | +2,816 | 12.9% | Q4 2025 | Feb 13, 2026 |
| Mechanics Bank Trust Department | History | Reduced | 24,495 | 11,950 | 1.56% | 1.69% | 555 | -551 | -2.2% | Q4 2025 | Jan 14, 2026 |
| rebel Financial LLC | History | New | 24,447 | 11,926 | 5.1% | — | 556 | +24,447 | New | Q4 2025 | Mar 27, 2026 |
| AGF MANAGEMENT LTD | History | Reduced | 24,333 | 11,871 | 0.05% | 0.05% | 557 | -672 | -2.69% | Q4 2025 | Feb 17, 2026 |
| N.E.W. Advisory Services LLC | History | Reduced | 24,317 | 11,863 | 0.88% | 1.06% | 558 | -402 | -1.63% | Q4 2025 | Jan 28, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | Added to | 24,223 | 11,817 | 0.55% | 0.56% | 559 | +599 | 2.54% | Q4 2025 | Feb 11, 2026 |
| Maridea Wealth Management LLC | History | Reduced | 24,203 | 11,807 | 1.77% | 2.0% | 560 | -2,293 | -8.65% | Q4 2025 | Jan 08, 2026 |
| Nabity-Jensen Investment Management Inc | History | Added to | 24,180 | 11,796 | 7.99% | 7.93% | 561 | +330 | 1.38% | Q4 2025 | Jan 26, 2026 |
| Wellspring Financial Advisors, LLC | History | Added to | 1,038,520 | 11,795 | 0.93% | 0.93% | 562 | +3,186 | 0.31% | Q4 2025 | Feb 11, 2026 |
| FWG Investments, LLC. | History | Added to | 24,146 | 11,780 | 7.5% | 6.24% | 563 | +5,163 | 27.2% | Q4 2025 | Jan 28, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 24,038 | 11,727 | 0.44% | 0.62% | 564 | +4,322 | 21.92% | Q4 2025 | Feb 04, 2026 |
| FIRST UNITED BANK & TRUST | History | Added to | 23,931 | 11,674 | 3.73% | 3.68% | 565 | +321 | 1.36% | Q4 2025 | Jan 21, 2026 |
| BRIGHTON SECURITIES CORP. | History | Added to | 23,920 | 11,669 | 5.76% | 4.59% | 566 | +5,556 | 30.25% | Q4 2025 | Mar 06, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 23,793 | 11,608 | 0.38% | — | 567 | +23,793 | New | Q4 2025 | Feb 13, 2026 |
| CALTON & ASSOCIATES, INC. | History | Reduced | 23,767 | 11,594 | 1.7% | 1.72% | 568 | -74 | -0.31% | Q4 2025 | Feb 10, 2026 |
| GC Wealth Management RIA, LLC | History | Reduced | 23,670 | 11,547 | 0.42% | 0.39% | 569 | -1,141 | -4.6% | Q4 2025 | Jan 30, 2026 |
| Meramec Financial Planners, LLC | History | New | 24,568 | 11,512 | 4.49% | — | 570 | +24,568 | New | Q4 2025 | Feb 10, 2026 |
| Fonville Wealth Management LLC | History | Added to | 23,552 | 11,489 | 2.35% | 2.37% | 571 | +1,590 | 7.24% | Q4 2025 | Jan 23, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 23,385 | 11,408 | 0.81% | 0.88% | 572 | +291 | 1.26% | Q4 2025 | Jan 21, 2026 |
| MOKAN Wealth Management Inc. | History | Added to | 23,372 | 11,401 | 5.06% | 3.31% | 573 | +9,672 | 70.6% | Q4 2025 | Jan 26, 2026 |
| Blueprint Investment Partners LLC | History | Added to | 23,356 | 11,394 | 1.22% | 1.5% | 574 | +1,168 | 5.26% | Q4 2025 | Feb 17, 2026 |
| Parallel Advisors, LLC | History | Reduced | 23,347 | 11,390 | 0.21% | 0.21% | 575 | -785 | -3.25% | Q4 2025 | Feb 11, 2026 |
| Peak Retirement Planning, Inc. | History | Added to | 23,346 | 11,389 | 2.67% | 2.92% | 576 | +1,694 | 7.82% | Q4 2025 | Feb 10, 2026 |
| Avion Wealth | History | Added to | 23,312 | 11,373 | 2.39% | 2.05% | 577 | +3,378 | 16.95% | Q4 2025 | Jan 23, 2026 |
| Cassilly Financial Group LLC | History | New | 23,224 | 11,330 | 10.02% | — | 578 | +23,224 | New | Q4 2025 | Jan 15, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 23,218 | 11,328 | 0.89% | 0.91% | 579 | +332 | 1.45% | Q4 2025 | Feb 17, 2026 |
| Verdence Capital Advisors LLC | History | Reduced | 23,215 | 11,325 | 0.67% | 0.67% | 580 | -22 | -0.09% | Q4 2025 | Jan 29, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 23,071 | 11,255 | 0.21% | 0.21% | 581 | +30 | 0.13% | Q4 2025 | Jan 23, 2026 |
| Petix & Botte Co | History | Added to | 22,958 | 11,200 | 2.54% | 2.53% | 582 | +67 | 0.29% | Q4 2025 | Feb 05, 2026 |
| Bath Savings Trust Co | History | Reduced | 22,860 | 11,152 | 1.11% | 1.16% | 583 | -1,584 | -6.48% | Q4 2025 | Jan 12, 2026 |
| Hofer & Associates. Inc | History | Added to | 22,758 | 11,102 | 5.88% | 6.15% | 584 | +365 | 1.63% | Q4 2025 | Jan 15, 2026 |
| Smith Partners Wealth Management, LLC | History | New | 22,688 | 11,068 | 10.18% | — | 585 | +22,688 | New | Q4 2025 | Feb 13, 2026 |
| Veratis Advisors, Inc. | History | New | 24,081 | 11,034 | 8.73% | — | 586 | +24,081 | New | Q4 2025 | Feb 18, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 22,613 | 11,032 | 0.09% | 0.09% | 587 | -796 | -3.4% | Q4 2025 | Jan 05, 2026 |
| VSM Wealth Advisory, LLC | History | Added to | 22,538 | 10,995 | 3.3% | 3.28% | 588 | +550 | 2.5% | Q4 2025 | Feb 06, 2026 |
| Ted Buchan & Co | History | Added to | 22,494 | 10,974 | 4.03% | 3.93% | 589 | +1,568 | 7.49% | Q4 2025 | Feb 11, 2026 |
| Intergy Private Wealth, LLC | History | Added to | 22,334 | 10,895 | 3.29% | 3.31% | 590 | +241 | 1.09% | Q4 2025 | Jan 22, 2026 |
| Woodside Wealth Management LLC | History | Added to | 22,293 | 10,875 | 8.12% | 8.31% | 591 | +318 | 1.45% | Q4 2025 | Jan 30, 2026 |
| Agate Pass Investment Management, LLC | History | Added to | 22,237 | 10,848 | 4.03% | 3.57% | 592 | +2,653 | 13.55% | Q4 2025 | Jan 08, 2026 |
| ERn Financial, LLC | History | Reduced | 22,224 | 10,842 | 2.04% | 2.13% | 593 | -264 | -1.17% | Q4 2025 | Jan 15, 2026 |
| Mustard Seed Financial, LLC | History | Added to | 22,198 | 10,829 | 6.81% | 6.55% | 594 | +964 | 4.54% | Q4 2025 | Jan 23, 2026 |
| Essex Financial Services, Inc. | History | Added to | 22,165 | 10,813 | 0.62% | 0.6% | 595 | +1,100 | 5.22% | Q4 2025 | Feb 10, 2026 |
| Register Financial Advisors LLC | History | Added to | 22,083 | 10,773 | 4.19% | 4.13% | 596 | +188 | 0.86% | Q4 2025 | Jan 21, 2026 |
| Sightline Wealth Advisors, LLC | History | Added to | 21,951 | 10,709 | 4.56% | 4.47% | 597 | +1,306 | 6.33% | Q4 2025 | Jan 26, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 21,815 | 10,642 | 0.55% | 0.61% | 598 | -1,057 | -4.62% | Q4 2025 | Feb 05, 2026 |
| Tide Cove Capital Partners LLC | History | Added to | 22,327 | 10,601 | 7.32% | 7.6% | 599 | +2,438 | 12.26% | Q4 2025 | Feb 10, 2026 |
| LifeGoal Investments, LLC | History | Added to | 21,682 | 10,577 | 7.05% | 7.65% | 600 | +2,493 | 12.99% | Q4 2025 | Jan 15, 2026 |
| Brio Consultants, LLC | History | Reduced | 21,579 | 10,527 | 1.37% | 1.46% | 601 | -615 | -2.77% | Q4 2025 | Feb 04, 2026 |
| Royal Fund Management, LLC | History | Added to | 21,453 | 10,496 | 0.95% | 1.05% | 602 | +3,115 | 16.99% | Q4 2025 | Jan 15, 2026 |
| Claris Financial LLC | History | New | 21,408 | 10,443 | 5.56% | — | 603 | +21,408 | New | Q4 2025 | Feb 19, 2026 |
| Jump Financial, LLC | History | New | 21,385 | 10,432 | 0.13% | — | 604 | +21,385 | New | Q4 2025 | Feb 17, 2026 |
| Mathes Company, Inc. | History | Added to | 21,275 | 10,379 | 3.7% | 3.65% | 605 | +55 | 0.26% | Q4 2025 | Feb 09, 2026 |
| HORIZON BANCORP INC /IN/ | History | Reduced | 21,256 | 10,370 | 5.05% | 5.07% | 606 | -920 | -4.15% | Q4 2025 | Feb 11, 2026 |
| Washington Trust Advisors, Inc. | History | Reduced | 21,225 | 10,354 | 0.79% | 0.78% | 607 | -23 | -0.11% | Q4 2025 | Feb 03, 2026 |
| Kovack Advisors, Inc. | History | Added to | 21,184 | 10,334 | 0.48% | 0.68% | 608 | +6,024 | 39.74% | Q4 2025 | Feb 17, 2026 |
| Clearwater Capital Advisors, LLC | History | Reduced | 21,110 | 10,298 | 0.86% | 0.87% | 609 | -212 | -0.99% | Q4 2025 | Feb 09, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Added to | 21,042 | 10,265 | 0.35% | 0.36% | 610 | +81 | 0.39% | Q4 2025 | Feb 12, 2026 |
| Keystone Financial Group | History | Added to | 21,021 | 10,255 | 0.76% | 0.67% | 611 | +2,788 | 15.29% | Q4 2025 | Feb 06, 2026 |
| Level Financial Advisors | History | Added to | 20,890 | 10,191 | 2.69% | 2.5% | 612 | +2,428 | 13.15% | Q4 2025 | Jan 26, 2026 |
| Acropolis Investment Management, LLC | History | Reduced | 20,811 | 10,152 | 0.46% | 0.49% | 613 | -1,088 | -4.97% | Q4 2025 | Jan 14, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | New | 20,779 | 10,137 | 1.34% | — | 614 | +20,779 | New | Q4 2025 | Feb 04, 2026 |
| Freedom Financial Partners LLC | History | Added to | 20,624 | 10,061 | 3.66% | 3.75% | 615 | +117 | 0.57% | Q4 2025 | Jan 06, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 20,499 | 10,000 | 0.06% | 0.06% | 616 | -678 | -3.2% | Q4 2025 | Feb 09, 2026 |
| Valeo Financial Advisors, LLC | History | Reduced | 20,478 | 9,990 | 0.22% | 0.23% | 617 | -891 | -4.17% | Q4 2025 | Feb 04, 2026 |
| Ethos Financial Group, LLC | History | Reduced | 20,295 | 9,901 | 0.73% | 0.77% | 618 | -217 | -1.06% | Q4 2025 | Jan 20, 2026 |
| Madison Park Capital Advisors, LLC | History | Added to | 20,244 | 9,876 | 8.01% | 7.92% | 619 | +127 | 0.63% | Q4 2025 | Jan 20, 2026 |
| Latigo Investments, LLC | History | No change | 20,175 | 9,842 | 4.84% | 4.88% | 620 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Pathfinder Wealth Consulting, Inc. | History | New | 20,169 | 9,839 | 6.21% | — | 621 | +20,169 | New | Q4 2025 | Feb 09, 2026 |
| DRAVO BAY LLC | History | Reduced | 19,979 | 9,747 | 4.05% | 4.25% | 622 | -82 | -0.41% | Q4 2025 | Jan 27, 2026 |
| Wealthspire Retirement, LLC | History | Reduced | 19,980 | 9,747 | 0.59% | 0.61% | 623 | -25 | -0.12% | Q4 2025 | Feb 18, 2026 |
| Riverview Capital Advisers, LLC | History | Reduced | 19,863 | 9,690 | 2.93% | 2.8% | 624 | -298 | -1.48% | Q4 2025 | Feb 17, 2026 |
| Quaker Wealth Management, LLC | History | Added to | 19,838 | 9,678 | 3.07% | 3.07% | 625 | +176 | 0.9% | Q4 2025 | Jan 28, 2026 |
| Laurel Wealth Advisors LLC | History | Reduced | 19,762 | 9,640 | 1.27% | 1.39% | 626 | -903 | -4.37% | Q4 2025 | Jan 30, 2026 |
| Pine Valley Investments Ltd Liability Co | History | Reduced | 19,691 | 9,606 | 0.45% | 0.47% | 627 | -350 | -1.75% | Q4 2025 | Feb 13, 2026 |
| Newbridge Financial Services Group, Inc. | History | Added to | 19,616 | 9,569 | 1.49% | 1.27% | 628 | +1,904 | 10.75% | Q4 2025 | Jan 21, 2026 |
| Hilltop Holdings Inc. | History | Added to | 19,348 | 9,438 | 0.56% | 0.48% | 629 | +536 | 2.85% | Q4 2025 | Feb 17, 2026 |
| Csenge Advisory Group | History | Added to | 19,217 | 9,375 | 0.42% | 0.4% | 630 | +1,811 | 10.4% | Q4 2025 | Feb 06, 2026 |
| CGN Advisors LLC | History | Added to | 19,104 | 9,319 | 0.74% | 0.71% | 631 | +1,206 | 6.74% | Q4 2025 | Jan 05, 2026 |
| UPTICK PARTNERS, LLC | History | Added to | 19,093 | 9,314 | 1.99% | 2.32% | 632 | +664 | 3.6% | Q4 2025 | Feb 02, 2026 |
| Wind River Trust Co | History | No change | 19,070 | 9,303 | 3.47% | 3.38% | 633 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Disciplined Investors, L.L.C. | History | Added to | 19,030 | 9,283 | 6.09% | 5.99% | 634 | +1,477 | 8.41% | Q4 2025 | Feb 10, 2026 |
| Kure Advisory, LLC | History | Added to | 18,993 | 9,266 | 5.18% | 5.5% | 635 | +428 | 2.31% | Q4 2025 | Jan 08, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 18,975 | 9,257 | 0.27% | 0.28% | 636 | +860 | 4.75% | Q4 2025 | Feb 12, 2026 |
| WIN ADVISORS, INC | History | Reduced | 18,963 | 9,251 | 3.93% | 9.63% | 637 | -22,279 | -54.02% | Q4 2025 | Feb 04, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | Reduced | 18,937 | 9,238 | 2.54% | 2.62% | 638 | -153 | -0.8% | Q4 2025 | Jan 23, 2026 |
| Kassira Wealth Management LLC | History | Reduced | 18,915 | 9,227 | 8.75% | 9.52% | 639 | -1,692 | -8.21% | Q4 2025 | Feb 03, 2026 |
| Diversified Portfolios, Inc. | History | Added to | 18,788 | 9,165 | 0.76% | 0.77% | 640 | +475 | 2.59% | Q4 2025 | Feb 09, 2026 |
| Curi Capital, LLC | History | Reduced | 18,444 | 8,997 | 0.16% | 0.17% | 641 | -336 | -1.79% | Q4 2025 | Feb 17, 2026 |
| FineMark National Bank & Trust | History | Added to | 18,307 | 8,931 | 0.28% | 0.22% | 642 | +4,491 | 32.51% | Q4 2025 | Feb 12, 2026 |
| Fifth Third Wealth Advisors LLC | History | Added to | 18,298 | 8,926 | 0.31% | 0.27% | 643 | +3,174 | 20.99% | Q4 2025 | Jan 15, 2026 |
| Main Line Retirement Advisors, LLC | History | Reduced | 18,282 | 8,919 | 4.51% | 6.4% | 644 | -7,712 | -29.67% | Q4 2025 | Jan 21, 2026 |
| CUMBERLAND ADVISORS INC | History | Added to | 18,203 | 8,880 | 3.37% | 2.73% | 645 | +3,385 | 22.84% | Q4 2025 | Feb 02, 2026 |
| Goodman Advisory Group, LLC | History | Reduced | 18,203 | 8,880 | 2.19% | 2.36% | 646 | -1,607 | -8.11% | Q4 2025 | Feb 11, 2026 |
| LifePlan Investment Advisors, Inc. | History | Added to | 18,161 | 8,860 | 3.61% | 3.34% | 647 | +1,543 | 9.29% | Q4 2025 | Feb 09, 2026 |
| Rinkey Investments | History | Reduced | 18,148 | 8,853 | 2.25% | 2.39% | 648 | -650 | -3.46% | Q4 2025 | Feb 04, 2026 |
| GoalFusion Wealth Management, LLC | History | Added to | 18,082 | 8,821 | 4.08% | 3.2% | 649 | +4,092 | 29.25% | Q4 2025 | Jan 06, 2026 |
| KAVAR CAPITAL PARTNERS GROUP, LLC | History | Added to | 18,077 | 8,819 | 1.22% | 1.07% | 650 | +1,401 | 8.4% | Q4 2025 | Jan 20, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Reduced | 18,023 | 8,792 | 0.49% | 0.46% | 651 | -452 | -2.45% | Q4 2025 | Feb 06, 2026 |
| Bonfire Financial | History | Reduced | 17,952 | 8,758 | 6.54% | 6.8% | 652 | -487 | -2.64% | Q4 2025 | Jan 27, 2026 |
| Horizon Investments, LLC | History | Added to | 17,929 | 8,746 | 0.11% | 0.11% | 653 | +414 | 2.36% | Q4 2025 | Feb 02, 2026 |
| Prestige Wealth Management Group LLC | History | Reduced | 17,929 | 8,746 | 1.67% | 1.68% | 654 | -154 | -0.85% | Q4 2025 | Feb 11, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 17,844 | 8,705 | 0.13% | 0.11% | 655 | +3,817 | 27.21% | Q4 2025 | Jan 13, 2026 |
| HTG Investment Advisors, Inc. | History | Added to | 17,825 | 8,696 | 2.67% | 2.65% | 656 | +1,387 | 8.44% | Q4 2025 | Feb 02, 2026 |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | History | Reduced | 17,797 | 8,682 | 0.45% | 0.44% | 657 | -286 | -1.58% | Q4 2025 | Jan 27, 2026 |
| WealthShield Partners, LLC | History | Reduced | 17,728 | 8,648 | 0.95% | 0.98% | 658 | -318 | -1.76% | Q4 2025 | Feb 03, 2026 |
| Tower View Wealth Management LLC | History | Added to | 17,692 | 8,631 | 4.27% | 3.97% | 659 | +1,684 | 10.52% | Q4 2025 | Jan 23, 2026 |
| MidAtlantic Capital Management, Inc. | History | Reduced | 17,607 | 8,589 | 5.5% | 6.65% | 660 | -2,705 | -13.32% | Q4 2025 | Feb 10, 2026 |
| Sigma Planning Corp | History | Added to | 17,580 | 8,576 | 0.24% | 0.23% | 661 | +994 | 5.99% | Q4 2025 | Jan 30, 2026 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | History | Added to | 17,554 | 8,563 | 2.86% | 2.82% | 662 | +716 | 4.25% | Q4 2025 | Jan 22, 2026 |
| Yoder Wealth Management, Inc. | History | Reduced | 17,555 | 8,548 | 3.89% | 4.67% | 663 | -3,059 | -14.84% | Q4 2025 | Jan 22, 2026 |
| Northstar Group, Inc. | History | Added to | 17,352 | 8,465 | 1.15% | 1.21% | 664 | +11 | 0.06% | Q4 2025 | Feb 13, 2026 |
| Abbot Financial Management, Inc. | History | Added to | 17,341 | 8,459 | 3.51% | 3.54% | 665 | +85 | 0.49% | Q4 2025 | Feb 13, 2026 |
| Winthrop Advisory Group LLC | History | Reduced | 17,329 | 8,454 | 0.72% | 0.83% | 666 | -2,501 | -12.61% | Q4 2025 | Jan 21, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 17,320 | 8,450 | 0.39% | 0.4% | 667 | -644 | -3.58% | Q4 2025 | Feb 13, 2026 |
| SNS Financial Group, LLC | History | Reduced | 17,296 | 8,438 | 0.73% | 0.73% | 668 | -225 | -1.28% | Q4 2025 | Feb 02, 2026 |
| MTC Wealth Management LLC | History | Reduced | 17,294 | 8,436 | 3.96% | 4.03% | 669 | -742 | -4.11% | Q4 2025 | Jan 15, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Reduced | 17,282 | 8,430 | 0.27% | 0.32% | 670 | -901 | -4.96% | Q4 2025 | Feb 17, 2026 |
| Dentgroup LLC | History | Reduced | 17,229 | 8,405 | 5.77% | 5.92% | 671 | -1,882 | -9.85% | Q4 2025 | Jan 28, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 17,142 | 8,363 | 0.27% | 0.27% | 672 | +706 | 4.3% | Q4 2025 | Feb 13, 2026 |
| Emerald Advisors, LLC | History | Reduced | 17,097 | 8,340 | 1.13% | 1.21% | 673 | -1,909 | -10.04% | Q4 2025 | Jan 27, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 17,053 | 8,319 | 0.93% | 1.03% | 674 | +1,111 | 6.97% | Q4 2025 | Feb 11, 2026 |
| Scott & Selber, Inc. | History | Added to | 17,048 | 8,317 | 2.09% | 2.08% | 675 | +33 | 0.19% | Q4 2025 | Jan 09, 2026 |
| Capital Planning LLC | History | Added to | 17,058 | 8,293 | 2.32% | 2.33% | 676 | +403 | 2.42% | Q4 2025 | Jan 23, 2026 |
| Aspen Wealth Management LLC | History | Reduced | 16,940 | 8,264 | 1.74% | 1.87% | 677 | -654 | -3.72% | Q4 2025 | Jan 05, 2026 |
| GSG Advisors LLC | History | Added to | 16,924 | 8,256 | 2.13% | 2.04% | 678 | +915 | 5.72% | Q4 2025 | Jan 08, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | Reduced | 16,740 | 8,244 | 0.56% | 0.68% | 679 | -1,460 | -8.02% | Q4 2025 | Feb 13, 2026 |
| FIRST AMERICAN TRUST, FSB | History | Added to | 16,846 | 8,218 | 0.56% | 0.56% | 680 | +721 | 4.47% | Q4 2025 | Feb 11, 2026 |
| Asset Advisory Group, Inc. | History | New | 16,836 | 8,216 | 4.1% | — | 681 | +16,836 | New | Q4 2025 | Feb 12, 2026 |
| M3 Advisory Group, LLC | History | Reduced | 16,823 | 8,207 | 5.0% | 5.04% | 682 | -28 | -0.17% | Q4 2025 | Jan 16, 2026 |
| Cornerstone Wealth Group, LLC | History | Added to | 16,779 | 8,185 | 0.56% | 0.47% | 683 | +2,374 | 16.48% | Q4 2025 | Jan 26, 2026 |
| Clarus Wealth Advisors | History | Reduced | 16,646 | 8,176 | 3.39% | 3.55% | 684 | -31 | -0.19% | Q4 2025 | Jan 14, 2026 |
| Valpey Financial Services, LLC | History | Reduced | 16,744 | 8,168 | 5.21% | 5.47% | 685 | -678 | -3.89% | Q4 2025 | Mar 04, 2026 |
| ELEMENT POINTE ADVISORS, LLC | History | No change | 16,714 | 8,153 | 1.58% | 1.71% | 686 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 16,618 | 8,107 | 0.77% | 1.0% | 687 | +376 | 2.31% | Q4 2025 | Jan 22, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 16,589 | 8,096 | 0.09% | 0.08% | 688 | +2,499 | 17.74% | Q4 2025 | Feb 02, 2026 |
| PACIFIC FINANCIAL GROUP INC | History | Added to | 16,556 | 8,077 | 4.49% | 2.62% | 689 | +9,188 | 124.7% | Q4 2025 | Feb 17, 2026 |
| Simmons Bank | History | Reduced | 16,539 | 8,068 | 0.54% | 0.54% | 690 | -452 | -2.66% | Q4 2025 | Feb 05, 2026 |
| Campbell Deegan Wealth Management, LLC | History | Reduced | 16,534 | 8,066 | 6.51% | 7.24% | 691 | -368 | -2.18% | Q4 2025 | Jan 22, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 16,527 | 8,064 | 0.0% | 0.0% | 692 | +12,553 | 315.88% | Q4 2025 | Feb 13, 2026 |
| St. Louis Trust Co | History | Reduced | 16,440 | 8,020 | 0.92% | 1.04% | 693 | -949 | -5.46% | Q4 2025 | Feb 09, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 16,387 | 7,994 | 0.42% | 0.41% | 694 | +380 | 2.37% | Q4 2025 | Mar 04, 2026 |
| M Holdings Securities, Inc. | History | New | 16,279 | 7,942 | 0.57% | — | 695 | +16,279 | New | Q4 2025 | Feb 11, 2026 |
| Weinberger Asset Management, Inc | History | Reduced | 16,149 | 7,878 | 2.84% | 2.88% | 696 | -435 | -2.62% | Q4 2025 | Feb 09, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 16,105 | 7,856 | 0.2% | 0.19% | 697 | +261 | 1.65% | Q4 2025 | Feb 03, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 16,052 | 7,831 | 0.14% | 0.14% | 698 | +2,694 | 20.17% | Q4 2025 | Feb 19, 2026 |
| Kelman-Lazarov, Inc. | History | Added to | 16,045 | 7,827 | 1.12% | 1.08% | 699 | +843 | 5.55% | Q4 2025 | Jan 26, 2026 |
| Glen Eagle Advisors, LLC | History | Added to | 16,029 | 7,820 | 1.06% | 1.03% | 700 | +640 | 4.16% | Q4 2025 | Feb 13, 2026 |
| GUIDANCE CAPITAL, INC | History | Added to | 16,234 | 7,808 | 1.91% | 1.67% | 701 | +3,132 | 23.9% | Q4 2025 | Jan 23, 2026 |
| Capital Analysts, LLC | History | Reduced | 15,971 | 7,791 | 0.24% | 0.54% | 702 | -22,343 | -58.32% | Q4 2025 | Feb 11, 2026 |
| DEFINED WEALTH MANAGEMENT, LLC | History | Reduced | 15,961 | 7,786 | 4.49% | 4.53% | 703 | -311 | -1.91% | Q4 2025 | Jan 15, 2026 |
| LongView Wealth Management | History | Reduced | 15,809 | 7,786 | 1.88% | 2.09% | 704 | -304 | -1.89% | Q4 2025 | Jan 13, 2026 |
| Spire Wealth Management | History | Reduced | 15,801 | 7,708 | 0.26% | 0.3% | 706 | -2,358 | -12.99% | Q4 2025 | Jan 14, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 15,801 | 7,708 | 0.58% | 0.59% | 705 | -234 | -1.46% | Q4 2025 | Feb 13, 2026 |
| Disciplined Investments, LLC | History | Reduced | 15,791 | 7,704 | 2.96% | 3.12% | 707 | -575 | -3.51% | Q4 2025 | Feb 05, 2026 |
| Stone Summit Wealth LLC | History | Added to | 15,740 | 7,678 | 2.08% | 2.09% | 708 | +358 | 2.33% | Q4 2025 | Jan 27, 2026 |
| Cascades Capital Asset Management, LLC | History | Added to | 15,629 | 7,624 | 3.19% | 2.99% | 709 | +1,461 | 10.31% | Q4 2025 | Feb 04, 2026 |
| Capital Management Associates, Inc | History | Added to | 15,627 | 7,623 | 1.69% | 1.03% | 710 | +7,716 | 97.54% | Q4 2025 | Jan 21, 2026 |
| MA Private Wealth | History | Reduced | 15,602 | 7,611 | 1.27% | 1.26% | 711 | -36 | -0.23% | Q4 2025 | Feb 03, 2026 |
| Western Wealth Management, LLC | History | Added to | 15,542 | 7,582 | 0.35% | 0.36% | 712 | +1,234 | 8.62% | Q4 2025 | Feb 05, 2026 |
| Revolve Wealth Partners, LLC | History | Added to | 15,510 | 7,566 | 0.89% | 0.87% | 713 | +421 | 2.79% | Q4 2025 | Jan 20, 2026 |
| HILL ISLAND FINANCIAL LLC | History | Reduced | 15,389 | 7,507 | 1.8% | 2.0% | 714 | -1,305 | -7.82% | Q4 2025 | Jan 22, 2026 |
| Pine Harbor Wealth Management, LLC | History | Reduced | 15,375 | 7,500 | 2.3% | 2.6% | 715 | -1,539 | -9.1% | Q4 2025 | Jan 20, 2026 |
| High Net Worth Advisory Group LLC | History | Reduced | 15,295 | 7,462 | 1.72% | 1.8% | 716 | -329 | -2.11% | Q4 2025 | Jan 23, 2026 |
| MUIRFIELD WEALTH ADVISORS LLC | History | Reduced | 15,285 | 7,456 | 5.47% | 5.55% | 717 | -314 | -2.01% | Q4 2025 | Feb 06, 2026 |
| VICUS CAPITAL | History | Reduced | 15,218 | 7,424 | 0.56% | 0.62% | 718 | -1,788 | -10.51% | Q4 2025 | Jan 22, 2026 |
| CPA Asset Management Group, LLC | History | Added to | 15,117 | 7,374 | 2.59% | 2.29% | 719 | +2,715 | 21.89% | Q4 2025 | Jan 13, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | Reduced | 15,032 | 7,333 | 0.85% | 0.94% | 720 | -401 | -2.6% | Q4 2025 | Feb 17, 2026 |
| NorthRock Partners, LLC | History | Added to | 15,027 | 7,331 | 0.12% | 0.13% | 721 | +425 | 2.91% | Q4 2025 | Feb 17, 2026 |
| Blueprint Financial Advisors LLC | History | Added to | 14,903 | 7,270 | 1.11% | 1.33% | 722 | +2,102 | 16.42% | Q4 2025 | Feb 13, 2026 |
| Empower Advisory Group, LLC | History | Added to | 14,859 | 7,248 | 0.02% | 0.02% | 723 | +1,350 | 9.99% | Q4 2025 | Feb 12, 2026 |
| Cohen Klingenstein LLC | History | Added to | 14,851 | 7,245 | 0.22% | 0.22% | 724 | +118 | 0.8% | Q4 2025 | Jan 20, 2026 |
| Infinity Wealth Counsel, LLC | History | Reduced | 14,840 | 7,239 | 6.59% | 7.08% | 725 | -399 | -2.62% | Q4 2025 | Jan 15, 2026 |
| Security Financial Services, INC. | History | Reduced | 14,625 | 7,134 | 1.12% | 1.18% | 726 | -557 | -3.67% | Q4 2025 | Jan 27, 2026 |
| Laraway Financial Advisors Inc | History | Added to | 14,598 | 7,121 | 4.64% | 4.57% | 727 | +650 | 4.66% | Q4 2025 | Feb 13, 2026 |
| Diversified Enterprises, LLC | History | Added to | 14,573 | 7,109 | 0.42% | 0.4% | 728 | +2,082 | 16.67% | Q4 2025 | Jan 28, 2026 |
| NCM Capital Management, LLC | History | Reduced | 14,497 | 7,072 | 2.62% | 2.79% | 730 | -489 | -3.26% | Q4 2025 | Mar 02, 2026 |
| Advisory Alpha, LLC | History | Reduced | 14,493 | 7,072 | 0.19% | 0.2% | 729 | -419 | -2.81% | Q4 2025 | Feb 06, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 14,450 | 7,049 | 0.23% | 0.25% | 731 | -3,684 | -20.32% | Q4 2025 | Jan 09, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 14,440 | 7,044 | 0.26% | 0.26% | 732 | +104 | 0.73% | Q4 2025 | Feb 02, 2026 |
| 55 North Private Wealth, LLC | History | New | 14,431 | 7,040 | 1.86% | — | 733 | +14,431 | New | Q4 2025 | Jan 27, 2026 |
| Capital Planning Advisors, LLC | History | Reduced | 14,394 | 7,022 | 0.94% | 0.95% | 734 | -21 | -0.15% | Q4 2025 | Feb 17, 2026 |
| XY Planning Network, Inc. | History | Added to | 14,346 | 6,999 | 1.22% | 1.8% | 735 | +2,268 | 18.78% | Q4 2025 | Jan 26, 2026 |
| Insight Advisors, LLC/ PA | History | Reduced | 14,335 | 6,994 | 1.06% | 1.05% | 736 | -11 | -0.08% | Q4 2025 | Feb 11, 2026 |
| Estate Counselors, LLC | History | Reduced | 14,191 | 6,923 | 0.58% | 0.61% | 737 | -518 | -3.52% | Q4 2025 | Feb 02, 2026 |
| Advocacy Wealth Management, LLC | History | Added to | 14,183 | 6,919 | 0.29% | 0.29% | 738 | +412 | 2.99% | Q4 2025 | Feb 11, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Reduced | 14,124 | 6,890 | 0.82% | 0.91% | 739 | -633 | -4.29% | Q4 2025 | Jan 26, 2026 |
| Fourth Dimension Wealth, LLC | History | Reduced | 14,105 | 6,881 | 2.51% | 2.59% | 740 | -73 | -0.51% | Q4 2025 | Feb 04, 2026 |
| Idaho Trust Co | History | Reduced | 14,097 | 6,877 | 2.28% | 2.68% | 741 | -2,498 | -15.05% | Q4 2025 | Feb 05, 2026 |
| Pandora Wealth, Inc. | History | Reduced | 14,071 | 6,864 | 4.17% | 4.11% | 742 | -78 | -0.55% | Q4 2025 | Feb 04, 2026 |
| Winslow Capital Management, LLC | History | Added to | 14,044 | 6,851 | 0.02% | 0.0% | 743 | +11,529 | 458.41% | Q4 2025 | Feb 12, 2026 |
| Summit Wealth Partners, LLC | History | Added to | 13,995 | 6,827 | 1.26% | 1.05% | 744 | +1,853 | 15.26% | Q4 2025 | Jan 27, 2026 |
| Winthrop Capital Management, LLC | History | Reduced | 13,961 | 6,811 | 1.59% | 1.65% | 745 | -222 | -1.57% | Q4 2025 | Feb 10, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 13,926 | 6,793 | 0.05% | 0.05% | 746 | +1,012 | 7.84% | Q4 2025 | Feb 13, 2026 |
| Willis Johnson & Associates, Inc. | History | Reduced | 13,859 | 6,761 | 0.42% | 0.43% | 747 | -763 | -5.22% | Q4 2025 | Jan 22, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Reduced | 13,847 | 6,755 | 0.1% | 0.11% | 748 | -127 | -0.91% | Q4 2025 | Jan 22, 2026 |
| Angeles Investment Advisors, LLC | History | Reduced | 13,844 | 6,753 | 0.45% | 0.44% | 749 | -43 | -0.31% | Q4 2025 | Feb 17, 2026 |
| PANORAMIC INVESTMENT ADVISORS, LLC | History | Added to | 13,808 | 6,736 | 3.66% | 3.17% | 750 | +2,052 | 17.45% | Q4 2025 | Feb 05, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 13,784 | 6,724 | 0.04% | 0.04% | 751 | +22 | 0.16% | Q4 2025 | Feb 12, 2026 |
| Journey Beyond Wealth, LLC | History | Reduced | 13,651 | 6,659 | 5.3% | 5.85% | 752 | -1,167 | -7.88% | Q4 2025 | Jan 23, 2026 |
| WEST BANCORPORATION INC | History | Added to | 13,639 | 6,653 | 3.49% | 2.77% | 753 | +3,265 | 31.47% | Q4 2025 | Jan 29, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 13,539 | 6,605 | 0.32% | 0.33% | 754 | +2,210 | 19.51% | Q4 2025 | Jan 28, 2026 |
| TPG Financial Advisors, LLC | History | Reduced | 13,463 | 6,568 | 2.19% | 3.19% | 755 | -4,370 | -24.51% | Q4 2025 | Feb 06, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Reduced | 13,387 | 6,530 | 0.07% | 0.11% | 756 | -5,711 | -29.9% | Q4 2025 | Feb 02, 2026 |
| Autumn Glory Partners, LLC | History | Added to | 13,377 | 6,526 | 2.29% | 0.17% | 757 | +12,494 | 1414.95% | Q4 2025 | Jan 27, 2026 |
| Compton Wealth Advisory Group, LLC | History | Reduced | 13,365 | 6,520 | 1.43% | 1.62% | 758 | -1,186 | -8.15% | Q4 2025 | Jan 13, 2026 |
| SMITH, MOORE & CO. | History | Reduced | 13,290 | 6,483 | 0.49% | 0.49% | 759 | -27 | -0.2% | Q4 2025 | Jan 23, 2026 |
| Quadcap Wealth Management, LLC | History | Reduced | 13,281 | 6,479 | 0.74% | 0.77% | 760 | -322 | -2.37% | Q4 2025 | Jan 29, 2026 |
| Motiv8 Investments LLC | History | Added to | 13,190 | 6,435 | 3.51% | 3.35% | 761 | +46 | 0.35% | Q4 2025 | Feb 13, 2026 |
| Altiora Financial Group, LLC | History | Added to | 13,174 | 6,427 | 1.11% | 0.94% | 762 | +2,499 | 23.41% | Q4 2025 | Feb 12, 2026 |
| Manuka Financial, LLC | History | Reduced | 13,153 | 6,416 | 3.98% | 4.13% | 763 | -709 | -5.11% | Q4 2025 | Jan 28, 2026 |
| Composition Wealth, LLC | History | Added to | 13,116 | 6,398 | 0.09% | 0.09% | 764 | +840 | 6.84% | Q4 2025 | Feb 02, 2026 |
| GFS Advisors, LLC | History | No change | 13,091 | 6,386 | 0.76% | 0.8% | 765 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| CX Institutional | History | Reduced | 13,044 | 6,364 | 0.19% | 0.2% | 766 | -820 | -5.91% | Q4 2025 | Feb 02, 2026 |
| DONALDSON CAPITAL MANAGEMENT, LLC | History | Reduced | 13,037 | 6,360 | 0.2% | 0.2% | 767 | -386 | -2.88% | Q4 2025 | Jan 14, 2026 |
| Wedmont Private Capital | History | Added to | 12,866 | 6,323 | 0.22% | 0.22% | 768 | +671 | 5.5% | Q4 2025 | Jan 08, 2026 |
| CULBERTSON A N & CO INC | History | Added to | 12,953 | 6,319 | 0.87% | 0.88% | 769 | +39 | 0.3% | Q4 2025 | Jan 21, 2026 |
| Carnegie Investment Counsel | History | Reduced | 12,941 | 6,313 | 0.12% | 0.12% | 770 | -184 | -1.4% | Q4 2025 | Jan 23, 2026 |
| ASPIRIANT, LLC | History | Added to | 12,917 | 6,301 | 0.18% | 0.19% | 771 | +144 | 1.13% | Q4 2025 | Jan 20, 2026 |
| DOPKINS WEALTH MANAGEMENT, LLC | History | No change | 12,894 | 6,290 | 2.57% | 2.61% | 772 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Valmark Advisers, Inc. | History | Added to | 12,876 | 6,281 | 0.08% | 0.08% | 773 | +546 | 4.43% | Q4 2025 | Jan 26, 2026 |
| Drucker Wealth 3.0, LLC | History | Reduced | 12,869 | 6,278 | 1.1% | 1.25% | 774 | -1,720 | -11.79% | Q4 2025 | Feb 03, 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | History | Reduced | 12,811 | 6,249 | 0.53% | 0.53% | 775 | -81 | -0.63% | Q4 2025 | Jan 15, 2026 |
| Bawa N Mallick Trust | History | No change | 12,750 | 6,220 | 2.31% | 2.31% | 776 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| Alexis Investment Partners, LLC | History | Added to | 12,605 | 6,197 | 2.31% | 0.5% | 777 | +480 | 3.96% | Q4 2025 | Jan 29, 2026 |
| Emergent Wealth Advisors, LLC | History | Added to | 12,695 | 6,193 | 3.48% | 3.48% | 778 | +181 | 1.45% | Q4 2025 | Jan 14, 2026 |
| NESTEGG ADVISORS, INC. | History | Added to | 12,679 | 6,185 | 5.28% | 5.15% | 779 | +583 | 4.82% | Q4 2025 | Jan 21, 2026 |
| Strategic Financial Partners, Ltd. | History | Reduced | 12,671 | 6,181 | 2.68% | 2.82% | 780 | -166 | -1.29% | Q4 2025 | Feb 11, 2026 |
| BARRETT & COMPANY, INC. | History | Reduced | 12,643 | 6,168 | 2.06% | 2.14% | 781 | -396 | -3.04% | Q4 2025 | Jan 28, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | Added to | 12,546 | 6,120 | 0.6% | 0.4% | 782 | +4,138 | 49.22% | Q4 2025 | Jan 20, 2026 |
| Tempo Wealth, LLC | History | New | 12,486 | 6,091 | 1.09% | — | 783 | +12,486 | New | Q4 2025 | Feb 25, 2026 |
| Fiduciary Alliance LLC | History | Added to | 12,438 | 6,067 | 0.4% | 0.35% | 784 | +1,504 | 13.76% | Q4 2025 | Jan 22, 2026 |
| SEEDS INVESTOR LLC | History | Added to | 12,378 | 6,038 | 1.16% | 1.22% | 785 | +283 | 2.34% | Q4 2025 | Jan 27, 2026 |
| Choate Investment Advisors | History | Reduced | 12,334 | 6,017 | 0.12% | 0.12% | 786 | -193 | -1.54% | Q4 2025 | Feb 09, 2026 |
| CDKV HOLDINGS LLC | History | New | 12,286 | 5,993 | 5.01% | — | 787 | +12,286 | New | Q4 2025 | Feb 17, 2026 |
| BLUEDOOR PRIVATE WEALTH, LLC | History | New | 12,245 | 5,973 | 2.76% | — | 788 | +12,245 | New | Q4 2025 | Feb 17, 2026 |
| Wilmington Savings Fund Society, FSB | History | Reduced | 12,227 | 5,965 | 0.14% | 0.14% | 789 | -41 | -0.33% | Q4 2025 | Feb 12, 2026 |
| Institute for Wealth Management, LLC. | History | Added to | 12,207 | 5,955 | 0.63% | 0.39% | 790 | +4,497 | 58.33% | Q4 2025 | Jan 27, 2026 |
| Jefferson Bridge Capital, LLC | History | New | 12,196 | 5,950 | 5.99% | — | 791 | +12,196 | New | Q4 2025 | Jan 21, 2026 |
| Asset Allocation & Management Company, LLC | History | No change | 12,189 | 5,947 | 2.37% | 2.47% | 792 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Indivisible Partners | History | New | 12,197 | 5,946 | 0.64% | — | 793 | +12,197 | New | Q4 2025 | Feb 03, 2026 |
| JENNISON ASSOCIATES LLC | History | Added to | 12,181 | 5,942 | 0.0% | 0.0% | 794 | +9,395 | 337.22% | Q4 2025 | Jan 30, 2026 |
| Wells Financial Advisors INC | History | Reduced | 12,131 | 5,918 | 11.25% | 12.01% | 795 | -6,586 | -35.19% | Q4 2025 | Feb 02, 2026 |
| Platform Technology Partners | History | Added to | 12,129 | 5,917 | 1.26% | 1.24% | 796 | +1,317 | 12.18% | Q4 2025 | Feb 13, 2026 |
| Finward Bancorp | History | Reduced | 12,118 | 5,911 | 4.59% | 4.52% | 797 | -280 | -2.26% | Q4 2025 | Jan 21, 2026 |
| KTF INVESTMENTS, LLC | History | New | 12,059 | 5,883 | 0.97% | — | 798 | +12,059 | New | Q4 2025 | Jan 30, 2026 |
| MONTAG A & ASSOCIATES INC | History | Added to | 12,055 | 5,881 | 0.27% | 0.23% | 799 | +1,692 | 16.33% | Q4 2025 | Feb 02, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | Reduced | 12,049 | 5,878 | 0.9% | 0.94% | 800 | -164 | -1.34% | Q4 2025 | Jan 12, 2026 |