VANGUARD INDEX FUNDS - VV
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 11 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 17,839,205 | 5,615,781 | 3.42% | 3.62% | 1 | +514,854 | 2.97% | Q4 2025 | Feb 17, 2026 |
| Creative Planning | History | Reduced | 12,216,959 | 3,845,898 | 2.75% | 2.92% | 2 | -178,466 | -1.44% | Q4 2025 | Feb 17, 2026 |
| National Mutual Insurance Federation of Agricultural Cooperatives | History | No change | 6,543,317 | 2,059,836 | 15.1% | 15.28% | 3 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| VANGUARD GROUP INC | History | Added to | 3,862,217 | 1,215,825 | 0.02% | 0.02% | 4 | +182,325 | 4.95% | Q4 2025 | Jan 29, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 2,787,545 | 877,519 | 0.06% | 0.06% | 5 | -32,575 | -1.16% | Q4 2025 | Feb 17, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 2,761,156 | 869,211 | 0.55% | 0.56% | 6 | +15,832 | 0.58% | Q4 2025 | Feb 10, 2026 |
| MORGAN STANLEY | History | Reduced | 2,721,373 | 856,688 | 0.05% | 0.05% | 7 | -110,335 | -3.9% | Q4 2025 | Feb 13, 2026 |
| Johnson Financial Group, LLC | History | Added to | 2,511,871 | 790,737 | 48.94% | 45.14% | 8 | +908,240 | 56.64% | Q4 2025 | Feb 10, 2026 |
| UBS Group AG | History | Reduced | 2,206,100 | 694,480 | 0.11% | 0.11% | 9 | -51,183 | -2.27% | Q4 2025 | Jan 29, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 2,106,338 | 663,075 | 0.36% | 0.39% | 10 | +184 | 0.01% | Q4 2025 | Feb 06, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 1,925,676 | 606,202 | 0.09% | 0.1% | 11 | -12,933 | -0.67% | Q4 2025 | Feb 13, 2026 |
| FMR LLC | History | Reduced | 1,545,911 | 486,652 | 0.02% | 0.02% | 12 | -10,152 | -0.65% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 1,450,314 | 456,558 | 0.08% | 0.09% | 13 | -85,113 | -5.54% | Q4 2025 | Feb 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 1,421,505 | 447,489 | 0.13% | 0.13% | 14 | -18,143 | -1.26% | Q4 2025 | Feb 10, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 1,314,815 | 413,903 | 3.13% | 3.19% | 15 | +10,487 | 0.8% | Q4 2025 | Feb 12, 2026 |
| Wealthquest Corp | History | Reduced | 1,177,813 | 370,775 | 28.0% | 29.0% | 16 | -2,967 | -0.25% | Q4 2025 | Feb 09, 2026 |
| Capital Asset Advisory Services LLC | History | Added to | 1,101,330 | 351,599 | 14.13% | 13.95% | 17 | +52,084 | 4.96% | Q4 2025 | Jan 09, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 1,058,705 | 333,280 | 5.77% | 6.83% | 18 | +10,079 | 0.96% | Q4 2025 | Feb 19, 2026 |
| ROYAL BANK OF CANADA | History | New | 814,241 | 256,323 | 0.04% | — | 19 | +814,241 | New | Q4 2025 | Feb 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 806,090 | 253,750 | 0.06% | 0.06% | 20 | -31,025 | -3.71% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Reduced | 763,854 | 240,461 | 0.07% | 0.07% | 21 | -22,386 | -2.85% | Q4 2025 | Feb 11, 2026 |
| Pathstone Holdings, LLC | History | New | 755,705 | 237,895 | 0.92% | — | 22 | +755,705 | New | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 737,887 | 232,286 | 0.07% | 0.07% | 23 | +12,136 | 1.67% | Q4 2025 | Feb 18, 2026 |
| Wealthfront Advisers LLC | History | Reduced | 717,802 | 225,964 | 0.5% | 0.54% | 24 | -23,962 | -3.23% | Q4 2025 | Jan 30, 2026 |
| Voya Financial Advisors, Inc. | History | Added to | 697,528 | 221,471 | 21.27% | 20.47% | 25 | +6,023 | 0.87% | Q4 2025 | Feb 13, 2026 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | History | No change | 651,803 | 205,187 | 1.65% | 1.64% | 26 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 596,692 | 187,842 | 0.45% | 0.84% | 27 | -529,529 | -47.02% | Q4 2025 | Feb 11, 2026 |
| Mariner, LLC | History | Added to | 588,298 | 185,196 | 0.22% | 0.23% | 28 | +14,334 | 2.5% | Q4 2025 | Feb 13, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 545,331 | 171,670 | 1.37% | 1.68% | 29 | -495,641 | -47.61% | Q4 2025 | Feb 13, 2026 |
| Focus Partners Wealth | History | Added to | 521,864 | 164,203 | 0.19% | 0.26% | 30 | +2,926 | 0.56% | Q4 2025 | Feb 13, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 519,565 | 163,559 | 0.69% | 0.73% | 31 | -23,001 | -4.24% | Q4 2025 | Feb 17, 2026 |
| Bleakley Financial Group, LLC | History | Reduced | 508,666 | 160,128 | 2.78% | 3.88% | 32 | -34,510 | -6.35% | Q4 2025 | Feb 09, 2026 |
| James J. Burns & Company, LLC | History | Reduced | 500,774 | 157,643 | 21.75% | 23.4% | 33 | -9,164 | -1.8% | Q4 2025 | Jan 23, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 452,584 | 142,473 | 1.84% | 1.9% | 34 | -5,367 | -1.17% | Q4 2025 | Feb 09, 2026 |
| Garde Capital, Inc. | History | Reduced | 431,032 | 135,689 | 8.04% | 6.46% | 35 | -179 | -0.04% | Q4 2025 | Feb 10, 2026 |
| Mason & Associates, LLC | History | Reduced | 426,437 | 134,242 | 30.52% | 33.79% | 36 | -45,304 | -9.6% | Q4 2025 | Jan 21, 2026 |
| GeoWealth Management, LLC | History | Reduced | 424,463 | 133,620 | 4.93% | 5.06% | 37 | -26,305 | -5.84% | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | Added to | 394,304 | 124,126 | 0.14% | 0.14% | 38 | +9,135 | 2.37% | Q4 2025 | Feb 17, 2026 |
| Ballentine Partners, LLC | History | Reduced | 389,642 | 122,659 | 1.72% | 1.67% | 39 | -294 | -0.08% | Q4 2025 | Feb 03, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 389,535 | 122,625 | 0.16% | 0.16% | 40 | -9,733 | -2.44% | Q4 2025 | Feb 12, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | History | Added to | 380,128 | 119,664 | 4.98% | 4.98% | 41 | +3,093 | 0.82% | Q4 2025 | Feb 13, 2026 |
| Millburn Ridgefield LLC /DE/ | History | Reduced | 378,439 | 119,132 | 2.84% | 2.93% | 42 | -20,470 | -5.13% | Q4 2025 | Feb 02, 2026 |
| Catalyst Capital Advisors LLC | History | Reduced | 378,439 | 119,132 | 2.45% | 2.48% | 43 | -20,470 | -5.13% | Q4 2025 | Feb 10, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 376,011 | 118,368 | 1.81% | 1.86% | 44 | -6,467 | -1.69% | Q4 2025 | Jan 20, 2026 |
| Heartwood Wealth Advisors LLC | History | Added to | 357,852 | 112,651 | 10.38% | 10.19% | 45 | +3,145 | 0.89% | Q4 2025 | Jan 12, 2026 |
| PITTENGER & ANDERSON INC | History | Added to | 338,478 | 106,552 | 4.1% | 3.79% | 46 | +2,730 | 0.81% | Q4 2025 | Feb 02, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 338,002 | 106,403 | 0.01% | 0.01% | 47 | -22,018 | -6.12% | Q4 2025 | Mar 25, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 319,892 | 100,702 | 0.69% | 0.76% | 48 | -15,782 | -4.7% | Q4 2025 | Feb 17, 2026 |
| Plante Moran Financial Advisors, LLC | History | Reduced | 307,042 | 96,656 | 6.12% | 6.17% | 49 | -11,790 | -3.7% | Q4 2025 | Feb 05, 2026 |
| Norinchukin Bank, The | History | No change | 300,000 | 94,440 | 1.1% | 1.24% | 50 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 298,560 | 93,986 | 0.23% | 0.25% | 51 | -149 | -0.05% | Q4 2025 | Feb 13, 2026 |
| Truepoint, Inc. | History | Reduced | 298,425 | 93,944 | 2.11% | 2.19% | 52 | -7,843 | -2.56% | Q4 2025 | Feb 11, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 296,716 | 93,406 | 0.01% | 0.01% | 53 | -18,116 | -5.75% | Q4 2025 | Feb 11, 2026 |
| MilWealth Group LLC | History | Reduced | 292,935 | 92,215 | 21.95% | 22.26% | 54 | -3,674 | -1.24% | Q4 2025 | Feb 02, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 283,597 | 89,276 | 0.28% | 0.29% | 55 | -6,078 | -2.1% | Q4 2025 | Feb 02, 2026 |
| AGF MANAGEMENT LTD | History | Reduced | 265,951 | 83,721 | 0.36% | 0.36% | 56 | -2,282 | -0.85% | Q4 2025 | Feb 17, 2026 |
| RIVERSEDGE ADVISORS, LLC | History | Added to | 263,959 | 83,094 | 13.51% | 11.94% | 57 | +32,488 | 14.04% | Q4 2025 | Jan 07, 2026 |
| IMA Advisory Services, Inc. | History | Added to | 262,685 | 82,491 | 7.92% | 7.74% | 58 | +12,697 | 5.08% | Q4 2025 | Feb 11, 2026 |
| AlphaCore Capital LLC | History | Added to | 249,888 | 78,664 | 1.75% | 0.56% | 59 | +196,140 | 364.93% | Q4 2025 | Feb 05, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 247,164 | 77,807 | 0.15% | 0.15% | 60 | +2,674 | 1.09% | Q4 2025 | Feb 17, 2026 |
| Baker Avenue Asset Management, LP | History | Added to | 244,967 | 77,115 | 1.78% | 1.75% | 61 | +6,977 | 2.93% | Q4 2025 | Feb 10, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 237,339 | 74,730 | 0.11% | 0.1% | 62 | +2,984 | 1.27% | Q4 2025 | Feb 17, 2026 |
| JUNCTURE WEALTH STRATEGIES, LLC | History | Reduced | 235,880 | 74,254 | 24.44% | 24.55% | 63 | -2,095 | -0.88% | Q4 2025 | Jan 27, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 233,818 | 73,605 | 6.15% | 6.53% | 64 | -21,770 | -8.52% | Q4 2025 | Feb 13, 2026 |
| Parallel Advisors, LLC | History | Reduced | 215,883 | 67,960 | 1.24% | 1.23% | 65 | -2,360 | -1.08% | Q4 2025 | Feb 11, 2026 |
| Corient Private Wealth LLC | History | Added to | 210,710 | 66,286 | 0.09% | 0.04% | 66 | +117,961 | 127.18% | Q4 2025 | Mar 09, 2026 |
| Cerity Partners LLC | History | Added to | 208,500 | 65,635 | 0.1% | 0.06% | 67 | +92,539 | 79.8% | Q4 2025 | Feb 11, 2026 |
| Addis & Hill, Inc | History | Reduced | 207,702 | 65,384 | 39.61% | 39.32% | 68 | -950 | -0.46% | Q4 2025 | Jan 06, 2026 |
| Trust Point Inc. | History | Reduced | 206,674 | 65,060 | 5.14% | 5.39% | 69 | -9,987 | -4.61% | Q4 2025 | Jan 13, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Added to | 203,639 | 64,105 | 3.75% | 3.73% | 70 | +1,017 | 0.5% | Q4 2025 | Jan 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 187,270 | 59,785 | 0.08% | 0.09% | 71 | +1,503 | 0.81% | Q4 2025 | Jan 08, 2026 |
| Lido Advisors, LLC | History | Added to | 190,217 | 59,740 | 0.18% | 0.03% | 72 | +163,667 | 616.45% | Q4 2025 | Feb 10, 2026 |
| Sunflower Bank, N.A. | History | Reduced | 186,361 | 58,666 | 14.78% | 15.75% | 73 | -23,915 | -11.37% | Q4 2025 | Jan 09, 2026 |
| BlackRock, Inc. | History | Added to | 180,740 | 56,896 | 0.0% | 0.0% | 74 | +126,596 | 233.81% | Q4 2025 | Feb 12, 2026 |
| Hurlow Wealth Management Group, Inc. | History | Added to | 179,130 | 56,390 | 13.8% | 13.78% | 75 | +6,343 | 3.67% | Q4 2025 | Feb 17, 2026 |
| Financial Planning Navigators CORP | History | New | 171,317 | 53,930 | 24.75% | — | 76 | +171,317 | New | Q4 2025 | Jan 16, 2026 |
| Acropolis Investment Management, LLC | History | Reduced | 167,164 | 52,623 | 2.37% | 2.48% | 77 | -4,236 | -2.47% | Q4 2025 | Jan 14, 2026 |
| VSM Wealth Advisory, LLC | History | Reduced | 165,337 | 52,038 | 15.63% | 16.17% | 78 | -3,494 | -2.07% | Q4 2025 | Feb 06, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 163,381 | 51,432 | 0.15% | 0.15% | 79 | -173 | -0.11% | Q4 2025 | Feb 13, 2026 |
| Kathmere Capital Management, LLC | History | Added to | 161,146 | 50,728 | 3.42% | 3.42% | 80 | +4,753 | 3.04% | Q4 2025 | Jan 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 160,556 | 50,543 | 0.13% | 0.12% | 81 | +15,451 | 10.65% | Q4 2025 | Feb 05, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | Reduced | 158,440 | 49,876 | 0.91% | 1.08% | 82 | -8,171 | -4.9% | Q4 2025 | Jan 28, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Reduced | 154,188 | 48,538 | 0.54% | 0.6% | 83 | -7,058 | -4.38% | Q4 2025 | Feb 02, 2026 |
| JMG Financial Group, Ltd. | History | Reduced | 147,550 | 46,448 | 1.31% | 1.33% | 84 | -4,402 | -2.9% | Q4 2025 | Feb 10, 2026 |
| Haverford Trust Co | History | Reduced | 131,887 | 41,518 | 0.37% | 0.44% | 85 | -26,960 | -16.97% | Q4 2025 | Feb 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 131,278 | 41,326 | 0.06% | 0.06% | 86 | +16,978 | 14.85% | Q4 2025 | Feb 18, 2026 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | History | Reduced | 130,203 | 40,987 | 6.48% | 6.63% | 87 | -2,413 | -1.82% | Q4 2025 | Feb 02, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 129,331 | 40,713 | 7.4% | 0.63% | 88 | +667 | 0.52% | Q4 2025 | Mar 04, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 125,766 | 39,591 | 0.01% | 0.0% | 89 | -37 | -0.03% | Q4 2025 | Feb 17, 2026 |
| McIlrath & Eck, LLC | History | Reduced | 124,823 | 39,294 | 3.65% | 4.6% | 90 | -19,889 | -13.74% | Q4 2025 | Feb 03, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 123,117 | 38,757 | 0.02% | 0.02% | 91 | +19,877 | 19.25% | Q4 2025 | Feb 17, 2026 |
| Koesten, Hirschmann & Crabtree, INC. | History | Reduced | 118,180 | 37,202 | 18.3% | 17.85% | 92 | -3,293 | -2.71% | Q4 2025 | Feb 09, 2026 |
| Quantinno Capital Management LP | History | Added to | 116,593 | 36,703 | 0.07% | 0.08% | 93 | +20,357 | 21.15% | Q4 2025 | Feb 17, 2026 |
| HighTower Advisors, LLC | History | Added to | 114,009 | 35,890 | 0.04% | 0.04% | 94 | +4,264 | 3.89% | Q4 2025 | Feb 06, 2026 |
| SCS Capital Management LLC | History | Reduced | 112,902 | 35,541 | 0.38% | 0.38% | 95 | -328 | -0.29% | Q4 2025 | Feb 10, 2026 |
| SAGE FINANCIAL GROUP INC | History | Reduced | 110,598 | 34,816 | 2.3% | 2.38% | 96 | -2,940 | -2.59% | Q4 2025 | Jan 27, 2026 |
| Latigo Investments, LLC | History | No change | 108,982 | 34,307 | 16.88% | 16.91% | 97 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Betterment LLC | History | Added to | 107,899 | 33,967 | 0.06% | 0.07% | 98 | +556 | 0.52% | Q4 2025 | Feb 12, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 104,226 | 32,810 | 0.01% | — | 99 | +104,226 | New | Q4 2025 | Feb 13, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Reduced | 104,094 | 32,768 | 1.36% | 1.36% | 100 | -220 | -0.21% | Q4 2025 | Feb 09, 2026 |
| Yeomans Consulting Group, Inc. | History | Reduced | 101,070 | 31,816 | 9.32% | 10.82% | 101 | -371 | -0.37% | Q4 2025 | Jan 07, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 98,524 | 31,015 | 0.04% | 0.04% | 102 | +2,701 | 2.82% | Q4 2025 | Feb 02, 2026 |
| COMERICA BANK | History | Reduced | 98,382 | 30,970 | 0.12% | 0.13% | 103 | -11,252 | -10.26% | Q4 2025 | Jan 29, 2026 |
| NewEdge Advisors, LLC | History | Added to | 97,809 | 30,790 | 0.11% | 0.07% | 104 | +50,580 | 107.1% | Q4 2025 | Feb 18, 2026 |
| NewEdge Wealth, LLC | History | Added to | 93,582 | 29,459 | 0.33% | 0.37% | 105 | +12,118 | 14.88% | Q4 2025 | Feb 03, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 91,443 | 28,786 | 0.07% | 0.06% | 106 | +4,538 | 5.22% | Q4 2025 | Feb 11, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 91,130 | 28,687 | 0.05% | 0.05% | 107 | +6,440 | 7.6% | Q4 2025 | Mar 16, 2026 |
| James Reed Financial Services, Inc. | History | Added to | 89,975 | 28,324 | 22.7% | 23.69% | 108 | +4,162 | 4.85% | Q4 2025 | Jan 14, 2026 |
| TD Capital Management LLC | History | Reduced | 88,430 | 27,837 | 2.47% | 2.47% | 109 | -541 | -0.61% | Q4 2025 | Feb 26, 2026 |
| BlueSky Wealth Advisors, LLC | History | Added to | 88,079 | 27,727 | 3.66% | 3.65% | 110 | +230 | 0.26% | Q4 2025 | Jan 26, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 87,715 | 27,612 | 0.5% | 0.53% | 111 | -2 | -0.0% | Q4 2025 | Feb 17, 2026 |
| Roble, Belko & Company, Inc | History | Reduced | 87,297 | 27,481 | 3.6% | 3.69% | 112 | -1,175 | -1.33% | Q4 2025 | Jan 12, 2026 |
| Nordwand Advisors, LLC | History | No change | 87,000 | 27,387 | 4.79% | 4.25% | 113 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| SFAM, LLC | History | New | 86,678 | 27,286 | 24.95% | — | 114 | +86,678 | New | Q4 2025 | Feb 12, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 86,658 | 27,279 | 0.19% | 0.21% | 115 | +6,336 | 7.89% | Q4 2025 | Feb 18, 2026 |
| &PARTNERS | History | Added to | 85,574 | 26,932 | 0.14% | 0.16% | 116 | +3,867 | 4.73% | Q4 2025 | Feb 17, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 83,663 | 26,337 | 0.19% | 0.02% | 117 | +74,676 | 830.93% | Q4 2025 | Feb 12, 2026 |
| ADVOCATE GROUP LLC | History | Reduced | 82,647 | 26,017 | 4.21% | 4.25% | 118 | -1,384 | -1.65% | Q4 2025 | Jan 20, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 80,635 | 25,383 | 0.15% | 0.12% | 119 | +24,186 | 42.85% | Q4 2025 | Feb 17, 2026 |
| Abound Wealth Management | History | Added to | 79,450 | 25,010 | 5.86% | 6.08% | 120 | +608 | 0.77% | Q4 2025 | Jan 12, 2026 |
| MOLLER WEALTH PARTNERS | History | Reduced | 78,719 | 24,780 | 5.19% | 5.13% | 121 | -1,172 | -1.47% | Q4 2025 | Jan 08, 2026 |
| Financial Management Professionals, Inc. | History | Added to | 78,488 | 24,708 | 2.55% | 2.49% | 122 | +985 | 1.27% | Q4 2025 | Jan 27, 2026 |
| CHOREO, LLC | History | Added to | 74,262 | 23,555 | 0.3% | 0.28% | 123 | +3,969 | 5.65% | Q4 2025 | Jan 23, 2026 |
| KENNICOTT CAPITAL MANAGEMENT LLC | History | Added to | 72,556 | 22,840 | 11.07% | 10.53% | 124 | +1,669 | 2.35% | Q4 2025 | Feb 13, 2026 |
| Strategic Equity Management | History | Added to | 71,793 | 22,600 | 7.66% | 6.6% | 125 | +13,941 | 24.1% | Q4 2025 | Feb 09, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 71,435 | 22,487 | 0.29% | 0.29% | 126 | -459 | -0.64% | Q4 2025 | Feb 05, 2026 |
| Verus Financial Partners, Inc. | History | Reduced | 70,302 | 22,448 | 2.07% | 2.12% | 127 | -1,154 | -1.61% | Q4 2025 | Feb 02, 2026 |
| ARCADIA INVESTMENT ADVISORS LLC | History | Reduced | 68,716 | 21,631 | 10.06% | 10.35% | 128 | -525 | -0.76% | Q4 2025 | Jan 15, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 68,516 | 21,568 | 0.24% | 0.16% | 129 | +23,634 | 52.66% | Q4 2025 | Feb 06, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | Added to | 68,399 | 21,532 | 1.36% | 1.31% | 130 | +2,812 | 4.29% | Q4 2025 | Feb 17, 2026 |
| Wealth Architects, LLC | History | Reduced | 66,765 | 21,017 | 1.89% | 2.02% | 131 | -2,751 | -3.96% | Q4 2025 | Feb 17, 2026 |
| Wheelhouse Advisory Group LLC | History | Added to | 65,735 | 20,850 | 7.93% | 8.24% | 132 | +3,558 | 5.72% | Q4 2025 | Jan 29, 2026 |
| MB, LEVIS & ASSOCIATES, LLC | History | Reduced | 65,619 | 20,656 | 8.7% | 8.91% | 133 | -1,263 | -1.89% | Q4 2025 | Jan 14, 2026 |
| St. Louis Trust Co | History | Reduced | 65,223 | 20,532 | 2.35% | 2.51% | 134 | -48 | -0.07% | Q4 2025 | Feb 09, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | Reduced | 64,394 | 20,271 | 1.17% | 1.66% | 135 | -1,001 | -1.53% | Q4 2025 | Feb 09, 2026 |
| ATMOS ADVISORY, LLC | History | Added to | 64,291 | 20,238 | 11.73% | 11.48% | 136 | +3,118 | 5.1% | Q4 2025 | Jan 21, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 64,205 | 20,212 | 0.03% | 0.03% | 137 | +5,683 | 9.71% | Q4 2025 | Feb 10, 2026 |
| Miller Investment Management, LP | History | Added to | 62,851 | 19,785 | 1.93% | 1.92% | 138 | +736 | 1.18% | Q4 2025 | Feb 11, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Reduced | 61,872 | 19,752 | 0.41% | 0.41% | 139 | -305 | -0.49% | Q4 2025 | Jan 26, 2026 |
| JNBA Financial Advisors | History | Reduced | 62,597 | 19,705 | 1.72% | 1.76% | 140 | -466 | -0.74% | Q4 2025 | Jan 26, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Reduced | 60,133 | 18,929 | 1.41% | 1.46% | 141 | -560 | -0.92% | Q4 2025 | Feb 04, 2026 |
| Investors Research Corp | History | Added to | 59,915 | 18,861 | 3.45% | 3.32% | 142 | +1,568 | 2.69% | Q4 2025 | Jan 06, 2026 |
| FIRST HAWAIIAN BANK | History | Reduced | 59,517 | 18,735 | 2.49% | 2.36% | 143 | -275 | -0.46% | Q4 2025 | Jan 05, 2026 |
| Blueprint Investment Partners LLC | History | Reduced | 58,425 | 18,392 | 1.97% | 2.64% | 144 | -2,612 | -4.28% | Q4 2025 | Feb 17, 2026 |
| Blueprint Financial Advisors LLC | History | Reduced | 58,425 | 18,392 | 2.81% | 4.06% | 145 | -2,612 | -4.28% | Q4 2025 | Feb 13, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | New | 58,151 | 18,305 | 0.38% | — | 146 | +58,151 | New | Q4 2025 | Feb 17, 2026 |
| Northern Capital Management, Inc. | History | Added to | 57,870 | 18,217 | 9.63% | 9.25% | 147 | +2,498 | 4.51% | Q4 2025 | Feb 03, 2026 |
| Box Hill Private Wealth LLC | History | New | 57,746 | 18,178 | 18.4% | — | 148 | +57,746 | New | Q4 2025 | Feb 09, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 55,226 | 17,385 | 0.01% | 0.01% | 149 | +147 | 0.27% | Q4 2025 | Feb 17, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 54,878 | 17,275 | 0.1% | 0.1% | 150 | -394 | -0.71% | Q4 2025 | Feb 03, 2026 |
| Farrell Financial LLC | History | Added to | 54,717 | 17,224 | 10.16% | 10.54% | 151 | +108 | 0.2% | Q4 2025 | Jan 12, 2026 |
| IF Advisors, LLC | History | New | 53,249 | 16,762 | 13.62% | — | 152 | +53,249 | New | Q4 2025 | Feb 10, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Reduced | 53,246 | 16,761 | 0.3% | 0.33% | 153 | -1,132 | -2.08% | Q4 2025 | Jan 16, 2026 |
| CX Institutional | History | Added to | 53,207 | 16,749 | 0.5% | 0.49% | 154 | +950 | 1.82% | Q4 2025 | Feb 02, 2026 |
| TOTAL INVESTMENT MANAGEMENT INC | History | Added to | 53,190 | 16,744 | 2.15% | 2.08% | 155 | +1,147 | 2.2% | Q4 2025 | Feb 03, 2026 |
| HBK Sorce Advisory LLC | History | Reduced | 52,356 | 16,628 | 0.38% | 0.41% | 156 | -609 | -1.15% | Q4 2025 | Feb 09, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 51,863 | 16,330 | 0.01% | 0.01% | 157 | +3,132 | 6.43% | Q4 2025 | Feb 13, 2026 |
| Integris Wealth Management, LLC | History | Reduced | 51,481 | 16,206 | 3.69% | 3.88% | 158 | -327 | -0.63% | Q4 2025 | Jan 21, 2026 |
| Horizons Wealth Management | History | Added to | 51,359 | 16,167 | 10.59% | 10.59% | 159 | +845 | 1.67% | Q4 2025 | Jan 05, 2026 |
| CHATHAM CAPITAL GROUP, INC. | History | Reduced | 50,506 | 15,899 | 2.26% | 2.33% | 160 | -2,160 | -4.1% | Q4 2025 | Jan 14, 2026 |
| Riverpoint Wealth Management Holdings, LLC | History | Reduced | 50,350 | 15,850 | 3.4% | 3.41% | 161 | -24 | -0.05% | Q4 2025 | Feb 10, 2026 |
| Madison Asset Management, LLC | History | Added to | 49,754 | 15,662 | 0.18% | 0.16% | 162 | +1,786 | 3.72% | Q4 2025 | Feb 04, 2026 |
| PROFFITT & GOODSON INC | History | Reduced | 49,574 | 15,605 | 2.17% | 2.29% | 163 | -2,295 | -4.42% | Q4 2025 | Jan 27, 2026 |
| Biltmore Family Office, LLC | History | Reduced | 49,518 | 15,588 | 2.15% | 2.21% | 164 | -844 | -1.68% | Q4 2025 | Feb 04, 2026 |
| ALESCO ADVISORS LLC | History | Added to | 48,417 | 15,241 | 0.39% | 0.39% | 165 | +1,325 | 2.81% | Q4 2025 | Jan 28, 2026 |
| MONEYWISE, INC. | History | Added to | 48,158 | 15,160 | 6.31% | 5.4% | 166 | +9,404 | 24.27% | Q4 2025 | Feb 05, 2026 |
| TFC Financial Management, Inc. | History | Added to | 47,966 | 15,099 | 1.89% | 1.84% | 167 | +1,298 | 2.78% | Q4 2025 | Jan 23, 2026 |
| BANK HAPOALIM BM | History | No change | 47,700 | 15,016 | 1.3% | 1.81% | 168 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Baird Financial Group, Inc. | History | Added to | 47,696 | 15,014 | 0.02% | 0.02% | 169 | +2,405 | 5.31% | Q4 2025 | Feb 13, 2026 |
| HEADINVEST, LLC | History | Added to | 47,546 | 14,967 | 2.98% | 2.97% | 170 | +896 | 1.92% | Q4 2025 | Feb 02, 2026 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | History | Added to | 46,933 | 14,774 | 3.32% | 3.38% | 171 | +210 | 0.45% | Q4 2025 | Jan 12, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 45,849 | 14,433 | 0.0% | 0.0% | 172 | -275 | -0.6% | Q4 2025 | Feb 10, 2026 |
| Amtrust Financial Services, Inc. | History | No change | 45,800 | 14,417 | 4.57% | 4.69% | 173 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Procyon Advisors, LLC | History | Added to | 45,127 | 14,206 | 0.7% | 0.82% | 174 | +14 | 0.03% | Q4 2025 | Jan 07, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 44,991 | 14,163 | 0.09% | 0.09% | 175 | +364 | 0.82% | Q4 2025 | Jan 29, 2026 |
| Intergy Private Wealth, LLC | History | Reduced | 44,905 | 14,136 | 4.26% | 4.38% | 176 | -548 | -1.21% | Q4 2025 | Jan 22, 2026 |
| MAI Capital Management | History | Added to | 44,750 | 14,087 | 0.08% | 0.09% | 177 | +10 | 0.02% | Q4 2025 | Feb 13, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 44,744 | 14,085 | 0.03% | 0.03% | 178 | -2,051 | -4.38% | Q4 2025 | Feb 12, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 44,715 | 14,076 | 0.05% | 0.05% | 179 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Destination Wealth Management | History | Reduced | 44,546 | 14,022 | 0.37% | 0.39% | 180 | -1,154 | -2.53% | Q4 2025 | Feb 13, 2026 |
| Capital Advisors, Ltd. LLC | History | Reduced | 44,428 | 13,986 | 1.58% | 1.72% | 181 | -5,177 | -10.44% | Q4 2025 | Jan 21, 2026 |
| Smithfield Trust Co | History | Reduced | 44,339 | 13,956 | 0.62% | 0.61% | 182 | -268 | -0.6% | Q4 2025 | Feb 09, 2026 |
| HB Wealth Management, LLC | History | Reduced | 44,332 | 13,955 | 0.09% | 0.1% | 183 | -1,641 | -3.57% | Q4 2025 | Jan 28, 2026 |
| Daner Wealth Management, LLC | History | Reduced | 43,036 | 13,690 | 8.38% | 8.72% | 184 | -720 | -1.65% | Q4 2025 | Feb 11, 2026 |
| Fusion Family Wealth, LLC | History | Reduced | 43,298 | 13,630 | 1.03% | 1.0% | 185 | -101 | -0.23% | Q4 2025 | Feb 04, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 43,170 | 13,590 | 0.06% | 0.06% | 186 | -761 | -1.73% | Q4 2025 | Feb 13, 2026 |
| Leeward Financial Partners, LLC | History | Added to | 42,439 | 13,359 | 3.75% | 3.48% | 187 | +2,703 | 6.8% | Q4 2025 | Feb 09, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 42,043 | 13,235 | 0.16% | 0.16% | 188 | +1,494 | 3.68% | Q4 2025 | Jan 29, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 41,956 | 13,207 | 0.16% | 0.15% | 189 | -11,535 | -21.56% | Q4 2025 | Feb 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 39,839 | 12,541 | 0.13% | 0.12% | 190 | +14,718 | 58.59% | Q4 2025 | Jan 23, 2026 |
| Blackston Financial Advisory Group, LLC | History | Reduced | 39,619 | 12,471 | 7.59% | 7.52% | 191 | -1,525 | -3.71% | Q4 2025 | Feb 06, 2026 |
| Gotham Asset Management, LLC | History | Added to | 39,538 | 12,446 | 0.05% | 0.05% | 192 | +4,346 | 12.35% | Q4 2025 | Feb 17, 2026 |
| Systelligence, LLC | History | New | 39,102 | 12,309 | 2.34% | — | 193 | +39,102 | New | Q4 2025 | Jan 22, 2026 |
| Venture Visionary Partners LLC | History | Reduced | 38,919 | 12,251 | 0.4% | 0.41% | 194 | -120 | -0.31% | Q4 2025 | Feb 13, 2026 |
| BROWN ADVISORY INC | History | Added to | 38,834 | 12,224 | 0.02% | 0.02% | 195 | +7 | 0.02% | Q4 2025 | Feb 13, 2026 |
| Allworth Financial LP | History | New | 38,786 | 12,209 | 0.05% | — | 196 | +38,786 | New | Q4 2025 | Feb 05, 2026 |
| Cranbrook Wealth Management, LLC | History | Reduced | 38,537 | 12,131 | 2.39% | 2.38% | 197 | -30 | -0.08% | Q4 2025 | Jan 28, 2026 |
| Gibraltar Capital Management, Inc. | History | Added to | 38,525 | 12,127 | 2.06% | 2.08% | 198 | +875 | 2.32% | Q4 2025 | Feb 02, 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | History | Reduced | 38,408 | 12,090 | 1.96% | 2.12% | 199 | -906 | -2.3% | Q4 2025 | Feb 11, 2026 |
| Tarbox Family Office, Inc. | History | Reduced | 38,385 | 12,083 | 1.94% | 2.48% | 200 | -16,516 | -30.08% | Q4 2025 | Jan 21, 2026 |
| Private Advisor Group, LLC | History | Added to | 38,203 | 12,026 | 0.06% | 0.06% | 201 | +824 | 2.2% | Q4 2025 | Feb 17, 2026 |
| Plancorp, LLC | History | Reduced | 37,523 | 11,812 | 0.36% | 0.38% | 202 | -1,771 | -4.51% | Q4 2025 | Feb 05, 2026 |
| US BANCORP \DE\ | History | Reduced | 37,507 | 11,808 | 0.01% | 0.01% | 203 | -194 | -0.51% | Q4 2025 | Jan 30, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Reduced | 37,058 | 11,665 | 0.74% | 0.75% | 204 | -105 | -0.28% | Q4 2025 | Jan 23, 2026 |
| WHITTIER TRUST CO | History | Reduced | 36,532 | 11,662 | 0.13% | 0.13% | 205 | -598 | -1.61% | Q4 2025 | Jan 26, 2026 |
| Continuum Advisory, LLC | History | Reduced | 36,862 | 11,604 | 1.16% | 1.2% | 206 | -153 | -0.41% | Q4 2025 | Feb 11, 2026 |
| Capital Planning LLC | History | Added to | 36,587 | 11,531 | 3.23% | 3.18% | 207 | +1,200 | 3.39% | Q4 2025 | Jan 23, 2026 |
| Wedmont Private Capital | History | Added to | 36,185 | 11,514 | 0.4% | 0.41% | 208 | +103 | 0.29% | Q4 2025 | Jan 08, 2026 |
| Idaho Trust Co | History | Reduced | 36,499 | 11,489 | 3.81% | 4.46% | 209 | -6,494 | -15.1% | Q4 2025 | Feb 05, 2026 |
| Balentine LLC | History | Reduced | 35,967 | 11,322 | 0.43% | 1.4% | 210 | -87,691 | -70.91% | Q4 2025 | Feb 02, 2026 |
| BIP Wealth, LLC | History | Reduced | 35,374 | 11,135 | 0.39% | 0.54% | 211 | -323 | -0.9% | Q4 2025 | Jan 21, 2026 |
| Gibson Capital, LLC | History | No change | 35,294 | 11,110 | 2.04% | 2.0% | 212 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| TBH Global Asset Management, LLC | History | New | 53,552 | 11,084 | 1.85% | — | 213 | +53,552 | New | Q4 2025 | Jan 29, 2026 |
| Ledyard National Bank | History | Reduced | 34,721 | 10,930 | 0.94% | 1.0% | 214 | -1,558 | -4.29% | Q4 2025 | Jan 21, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 34,487 | 10,856 | 0.48% | 0.51% | 215 | -5,325 | -13.38% | Q4 2025 | Feb 17, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Reduced | 33,395 | 10,512 | 0.81% | 0.73% | 216 | -179 | -0.53% | Q4 2025 | Jan 23, 2026 |
| Downshift Financial, LLC | History | New | 33,602 | 10,449 | 6.44% | — | 217 | +33,602 | New | Q4 2025 | Mar 11, 2026 |
| NORTHEAST INVESTMENT MANAGEMENT | History | Reduced | 32,990 | 10,385 | 0.41% | 0.42% | 218 | -1,110 | -3.26% | Q4 2025 | Feb 04, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 32,970 | 10,379 | 0.12% | 0.12% | 219 | +21 | 0.06% | Q4 2025 | Jan 20, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 32,727 | 10,302 | 0.14% | 0.14% | 220 | +428 | 1.33% | Q4 2025 | Jan 30, 2026 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | History | Added to | 31,243 | 9,835 | 3.29% | 3.23% | 221 | +890 | 2.93% | Q4 2025 | Jan 22, 2026 |
| Tortoise Investment Management, LLC | History | Added to | 30,753 | 9,681 | 0.85% | 0.83% | 222 | +340 | 1.12% | Q4 2025 | Feb 06, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 30,557 | 9,619 | 0.29% | 0.28% | 223 | +2,400 | 8.52% | Q4 2025 | Feb 13, 2026 |
| MAYPORT, LLC | History | Added to | 30,542 | 9,614 | 1.94% | 1.93% | 224 | +1,569 | 5.42% | Q4 2025 | Jan 21, 2026 |
| Merit Financial Group, LLC | History | Added to | 29,941 | 9,425 | 0.08% | 0.07% | 225 | +3,759 | 14.36% | Q4 2025 | Jan 26, 2026 |
| NWAM LLC | History | Reduced | 29,598 | 9,347 | 0.52% | 0.5% | 226 | -495 | -1.64% | Q4 2025 | Feb 04, 2026 |
| Ironwood Financial, llc | History | Added to | 28,362 | 9,093 | 1.54% | 1.5% | 227 | +851 | 3.09% | Q4 2025 | Jan 15, 2026 |
| Novak & Powell Financial Services, Inc. | History | Reduced | 28,641 | 9,016 | 4.7% | 4.73% | 228 | -560 | -1.92% | Q4 2025 | Feb 10, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 28,451 | 8,956 | 0.0% | 0.0% | 229 | +1,505 | 5.59% | Q4 2025 | Feb 12, 2026 |
| Beacon Capital Management, LLC | History | Reduced | 28,090 | 8,842 | 1.37% | 1.3% | 230 | -1,600 | -5.39% | Q4 2025 | Feb 13, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 27,916 | 8,787 | 0.03% | 0.03% | 231 | -3 | -0.01% | Q4 2025 | Feb 06, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | Reduced | 27,912 | 8,786 | 0.56% | 0.59% | 232 | -146 | -0.52% | Q4 2025 | Jan 20, 2026 |
| Orin Green Financial, LLC | History | Reduced | 27,906 | 8,784 | 3.51% | 3.61% | 233 | -1,448 | -4.93% | Q4 2025 | Feb 06, 2026 |
| Valeo Financial Advisors, LLC | History | Reduced | 27,524 | 8,664 | 0.19% | 0.19% | 234 | -58 | -0.21% | Q4 2025 | Feb 04, 2026 |
| Redwood Family Wealth LLC | History | New | 27,511 | 8,660 | 8.51% | — | 235 | +27,511 | New | Q4 2025 | Mar 06, 2026 |
| Simmons Bank | History | Reduced | 27,324 | 8,601 | 0.58% | 0.57% | 236 | -344 | -1.24% | Q4 2025 | Feb 05, 2026 |
| SC&H Financial Advisors, Inc. | History | Reduced | 26,846 | 8,451 | 1.31% | 1.75% | 237 | -8,052 | -23.07% | Q4 2025 | Jan 21, 2026 |
| Sherry Group, Inc. | History | New | 26,040 | 8,259 | 8.65% | — | 238 | +26,040 | New | Q4 2025 | Feb 05, 2026 |
| Armbruster Capital Management, Inc. | History | Reduced | 26,192 | 8,245 | 1.38% | 1.38% | 239 | -169 | -0.64% | Q4 2025 | Jan 23, 2026 |
| SageView Advisory Group, LLC | History | Reduced | 26,185 | 8,242 | 0.28% | 0.33% | 240 | -4,874 | -15.69% | Q4 2025 | Feb 17, 2026 |
| CITY HOLDING CO | History | Added to | 26,175 | 8,239 | 1.01% | 0.95% | 241 | +1,750 | 7.16% | Q4 2025 | Jan 22, 2026 |
| World Investment Advisors | History | Added to | 26,108 | 8,218 | 0.13% | 0.16% | 242 | +1,063 | 4.24% | Q4 2025 | Mar 12, 2026 |
| Texas Yale Capital Corp. | History | Added to | 25,756 | 8,107 | 0.25% | 0.25% | 243 | +4 | 0.02% | Q4 2025 | Feb 10, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 48,980 | 8,084 | 0.2% | 0.21% | 244 | +1 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Gradient Capital Advisors, LLC | History | Reduced | 25,323 | 7,971 | 2.05% | 2.23% | 245 | -1,675 | -6.2% | Q4 2025 | Feb 06, 2026 |
| Soundwatch Capital LLC | History | No change | 25,019 | 7,875 | 1.22% | 1.24% | 246 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Glenview Trust Co | History | Reduced | 24,627 | 7,752 | 0.12% | 0.13% | 247 | -2,252 | -8.38% | Q4 2025 | Feb 09, 2026 |
| Savant Capital, LLC | History | Added to | 24,446 | 7,695 | 0.04% | 0.05% | 248 | +147 | 0.6% | Q4 2025 | Feb 10, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | New | 24,356 | 7,667 | 0.28% | — | 249 | +24,356 | New | Q4 2025 | Feb 09, 2026 |
| ASSETMARK, INC | History | Added to | 24,157 | 7,604 | 0.02% | 0.02% | 250 | +1,405 | 6.18% | Q4 2025 | Jan 23, 2026 |
| PATRON PARTNERS, LLC | History | Added to | 24,059 | 7,573 | 3.37% | 3.19% | 251 | +1,217 | 5.33% | Q4 2025 | Feb 11, 2026 |
| CENTRAL TRUST Co | History | Reduced | 23,905 | 7,525 | 0.15% | 0.16% | 252 | -700 | -2.84% | Q4 2025 | Feb 02, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 23,639 | 7,441 | 0.14% | 0.14% | 253 | +456 | 1.97% | Q4 2025 | Feb 12, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 23,389 | 7,363 | 0.35% | 0.32% | 254 | -144 | -0.61% | Q4 2025 | Jan 21, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Reduced | 22,944 | 7,222 | 0.5% | 0.53% | 255 | -175 | -0.76% | Q4 2025 | Feb 02, 2026 |
| SAWGRASS ASSET MANAGEMENT LLC | History | No change | 22,925 | 7,216 | 0.9% | 0.87% | 256 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Clarius Group, LLC | History | Reduced | 22,901 | 7,209 | 0.41% | 0.42% | 257 | -130 | -0.56% | Q4 2025 | Jan 14, 2026 |
| Sage Financial Management Group, Inc. | History | Added to | 22,845 | 7,191 | 2.2% | 2.23% | 258 | +112 | 0.49% | Q4 2025 | Feb 05, 2026 |
| Prime Buchholz LLC | History | Reduced | 22,532 | 7,093 | 4.21% | 6.59% | 259 | -16,407 | -42.14% | Q4 2025 | Feb 11, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 22,449 | 7,067 | 0.04% | 0.04% | 260 | -1,420 | -5.95% | Q4 2025 | Jan 29, 2026 |
| N.E.W. Advisory Services LLC | History | New | 22,396 | 7,050 | 0.52% | — | 261 | +22,396 | New | Q4 2025 | Jan 28, 2026 |
| Marietta Wealth Management, LLC | History | Reduced | 22,379 | 7,044 | 0.81% | 0.85% | 262 | -317 | -1.4% | Q4 2025 | Jan 28, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 22,350 | 7,035 | 0.08% | 0.08% | 263 | -595 | -2.59% | Q4 2025 | Jan 21, 2026 |
| Kendall Capital Management | History | No change | 22,069 | 6,947 | 1.45% | 1.53% | 264 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Red Wave Investments LLC | History | Added to | 21,857 | 6,880 | 2.05% | 2.06% | 265 | +77 | 0.35% | Q4 2025 | Feb 06, 2026 |
| Pioneer Wealth Management Group | History | Reduced | 21,729 | 6,840 | 2.08% | 2.18% | 266 | -212 | -0.97% | Q4 2025 | Jan 12, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Added to | 21,672 | 6,822 | 0.36% | 0.35% | 267 | +309 | 1.45% | Q4 2025 | Feb 11, 2026 |
| McAdam, LLC | History | Reduced | 21,318 | 6,710 | 0.31% | 0.33% | 268 | -395 | -1.82% | Q4 2025 | Feb 13, 2026 |
| May Barnhard Investments LLC | History | Added to | 21,280 | 6,698 | 3.17% | 2.88% | 269 | +1,105 | 5.48% | Q4 2025 | Jan 28, 2026 |
| Cascade Financial Partners, LLC | History | Reduced | 20,958 | 6,597 | 0.67% | 0.76% | 270 | -561 | -2.61% | Q4 2025 | Feb 06, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Reduced | 20,535 | 6,464 | 0.65% | 0.69% | 271 | -978 | -4.55% | Q4 2025 | Jan 27, 2026 |
| Human Investing LLC | History | Added to | 20,496 | 6,452 | 0.91% | 0.87% | 272 | +1,260 | 6.55% | Q4 2025 | Jan 27, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Added to | 20,265 | 6,379 | 0.57% | 0.64% | 273 | +116 | 0.58% | Q4 2025 | Jan 30, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 20,255 | 6,376 | 0.09% | 0.08% | 274 | +47 | 0.23% | Q4 2025 | Feb 02, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 20,200 | 6,358 | 0.0% | 0.0% | 275 | -2,798 | -12.17% | Q4 2025 | Feb 17, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 20,066 | 6,316 | 0.2% | 0.2% | 276 | -514 | -2.5% | Q4 2025 | Jan 06, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 19,866 | 6,253 | 0.13% | 0.07% | 277 | +9,528 | 92.16% | Q4 2025 | Feb 05, 2026 |
| INTRUST BANK NA | History | Reduced | 19,497 | 6,137 | 0.51% | 0.52% | 278 | -862 | -4.23% | Q4 2025 | Feb 06, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 19,468 | 6,128 | 0.3% | 0.34% | 279 | +1,332 | 7.34% | Q4 2025 | Jan 28, 2026 |
| Ifrah Financial Services, Inc. | History | Reduced | 19,213 | 6,048 | 1.55% | 1.56% | 280 | -301 | -1.54% | Q4 2025 | Jan 22, 2026 |
| Black Diamond Financial, LLC | History | Reduced | 19,145 | 6,026 | 0.64% | 0.68% | 281 | -637 | -3.22% | Q4 2025 | Feb 03, 2026 |
| Battery Global Advisors, LLC | History | Added to | 12,241 | 5,971 | 2.77% | 0.71% | 282 | +7,361 | 150.84% | Q4 2025 | Feb 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 18,856 | 5,935 | 0.12% | 0.12% | 283 | +2,212 | 13.29% | Q4 2025 | Feb 09, 2026 |
| Fairway Wealth LLC | History | Reduced | 18,766 | 5,907 | 1.59% | 1.94% | 284 | -3,693 | -16.44% | Q4 2025 | Jan 28, 2026 |
| SIMON QUICK ADVISORS, LLC | History | No change | 18,694 | 5,884 | 0.26% | 0.26% | 285 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| COMMERCE BANK | History | Reduced | 18,595 | 5,853 | 0.03% | 0.03% | 286 | -55 | -0.29% | Q4 2025 | Feb 13, 2026 |
| Compound Planning, Inc. | History | Added to | 18,500 | 5,823 | 0.17% | 0.18% | 287 | +292 | 1.6% | Q4 2025 | Feb 19, 2026 |
| Bawa N Mallick Trust | History | No change | 18,500 | 5,823 | 2.16% | 2.15% | 288 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 18,429 | 5,800 | 0.04% | 0.02% | 289 | +6,033 | 48.67% | Q4 2025 | Jan 27, 2026 |
| Vontobel Holding Ltd. | History | Reduced | 18,380 | 5,786 | 0.02% | 0.02% | 290 | -164 | -0.88% | Q4 2025 | Feb 13, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | Added to | 18,281 | 5,754 | 1.21% | 1.3% | 291 | +2,093 | 12.93% | Q4 2025 | Feb 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 18,136 | 5,709 | 0.03% | 0.03% | 292 | +84 | 0.47% | Q4 2025 | Feb 11, 2026 |
| Excelsior Advisor Network LLC | History | New | 18,083 | 5,692 | 2.77% | — | 293 | +18,083 | New | Q4 2025 | Feb 13, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 17,799 | 5,603 | 0.11% | 0.11% | 294 | -759 | -4.09% | Q4 2025 | Feb 05, 2026 |
| One Capital Management, LLC | History | Reduced | 17,786 | 5,599 | 0.17% | 0.18% | 295 | -264 | -1.46% | Q4 2025 | Feb 10, 2026 |
| Riverview Trust Co | History | No change | 17,649 | 5,555 | 6.69% | 6.56% | 296 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 17,370 | 5,468 | 0.07% | 0.1% | 297 | +413 | 2.44% | Q4 2025 | Feb 06, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 17,016 | 5,356 | 0.06% | 0.06% | 298 | -714 | -4.03% | Q4 2025 | Jan 13, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Reduced | 16,897 | 5,319 | 0.34% | 0.35% | 299 | -304 | -1.77% | Q4 2025 | Jan 26, 2026 |
| Objective Capital Management, LLC | History | Added to | 16,580 | 5,219 | 5.31% | 5.28% | 300 | +3 | 0.02% | Q4 2025 | Feb 04, 2026 |
| Warwick Investment Management, Inc. | History | Reduced | 16,403 | 5,163 | 0.8% | 0.88% | 301 | -86 | -0.52% | Q4 2025 | Jan 15, 2026 |
| PDS Planning, Inc | History | Reduced | 16,393 | 5,160 | 0.34% | 0.35% | 302 | -122 | -0.74% | Q4 2025 | Jan 26, 2026 |
| Apella Capital, LLC | History | Reduced | 16,376 | 5,155 | 0.1% | 0.11% | 303 | -112 | -0.68% | Q4 2025 | Jan 21, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Reduced | 16,354 | 5,148 | 0.09% | 0.1% | 304 | -54 | -0.33% | Q4 2025 | Jan 23, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 16,328 | 5,140 | 0.31% | 0.32% | 305 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 16,148 | 5,083 | 0.24% | 0.24% | 306 | +316 | 2.0% | Q4 2025 | Feb 13, 2026 |
| Transcendent Capital Group LLC | History | Reduced | 16,147 | 5,083 | 2.3% | 2.25% | 307 | -185 | -1.13% | Q4 2025 | Jan 26, 2026 |
| Pitcairn Wealth Advisors LLC | History | New | 16,112 | 5,072 | 0.46% | — | 308 | +16,112 | New | Q4 2025 | Feb 13, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 16,064 | 5,057 | 0.26% | 0.27% | 309 | +281 | 1.78% | Q4 2025 | Mar 04, 2026 |
| CITIGROUP INC | History | Reduced | 16,018 | 5,042 | 0.0% | 0.0% | 310 | -3,898 | -19.57% | Q4 2025 | Feb 13, 2026 |
| GLENMEDE TRUST CO NA | History | New | 15,973 | 5,028 | 0.02% | — | 311 | +15,973 | New | Q4 2025 | Feb 17, 2026 |
| EP Wealth Advisors, LLC | History | New | 15,971 | 5,027 | 0.03% | — | 312 | +15,971 | New | Q4 2025 | Feb 18, 2026 |
| BLB&B Advisors, LLC | History | Added to | 15,963 | 5,025 | 0.21% | 0.2% | 313 | +974 | 6.5% | Q4 2025 | Jan 26, 2026 |
| WASHINGTON TRUST Co | History | No change | 15,955 | 5,022 | 0.16% | 0.16% | 314 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Brooklyn FI, LLC | History | Added to | 15,939 | 5,017 | 1.07% | 0.9% | 315 | +2,944 | 22.65% | Q4 2025 | Jan 21, 2026 |
| Glassman Wealth Services | History | Reduced | 15,713 | 4,946 | 0.67% | 0.7% | 316 | -576 | -3.54% | Q4 2025 | Jan 28, 2026 |
| Tumwater Wealth Management, LLC | History | No change | 15,693 | 4,940 | 2.01% | 2.15% | 317 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| IFG Advisory, LLC | History | Reduced | 15,609 | 4,913 | 0.21% | 0.23% | 318 | -824 | -5.01% | Q4 2025 | Feb 10, 2026 |
| Infinity Wealth Counsel, LLC | History | Reduced | 15,572 | 4,902 | 4.47% | 4.89% | 319 | -822 | -5.01% | Q4 2025 | Jan 15, 2026 |
| Johnson Wealth Management, LLC | History | New | 15,355 | 4,833 | 2.4% | — | 320 | +15,355 | New | Q4 2025 | Feb 11, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 16,558 | 4,783 | 0.12% | 0.1% | 321 | +336 | 2.07% | Q4 2025 | Feb 11, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 15,104 | 4,754 | 0.07% | 0.07% | 322 | +943 | 6.66% | Q4 2025 | Feb 09, 2026 |
| FC Advisory LLC | History | Reduced | 15,087 | 4,749 | 1.36% | 1.38% | 323 | -279 | -1.82% | Q4 2025 | Jan 13, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Added to | 14,971 | 4,713 | 0.22% | 0.23% | 324 | +916 | 6.52% | Q4 2025 | Jan 12, 2026 |
| WATERSHED PRIVATE WEALTH LLC | History | Reduced | 14,680 | 4,621 | 1.39% | 1.43% | 325 | -32 | -0.22% | Q4 2025 | Jan 23, 2026 |
| ATLas Financial Planning LLC | History | New | 14,620 | 4,602 | 4.52% | — | 326 | +14,620 | New | Q4 2025 | Feb 17, 2026 |
| Summit Trail Advisors, LLC | History | Reduced | 14,617 | 4,601 | 0.08% | 0.13% | 327 | -14,841 | -50.38% | Q4 2025 | Feb 17, 2026 |
| PCG Wealth Advisors, LLC | History | Added to | 14,555 | 4,581 | 1.3% | 1.18% | 328 | +1,387 | 10.53% | Q4 2025 | Feb 05, 2026 |
| ASPIRIANT, LLC | History | Reduced | 14,444 | 4,546 | 0.13% | 0.14% | 329 | -236 | -1.61% | Q4 2025 | Jan 20, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | New | 14,326 | 4,544 | 0.13% | — | 330 | +14,326 | New | Q4 2025 | Feb 13, 2026 |
| OBSIDIAN CIO, LLC | History | Reduced | 14,316 | 4,506 | 6.67% | 6.33% | 331 | -142,512 | -90.87% | Q4 2025 | Feb 18, 2026 |
| Elevation Capital Advisory, LLC | History | New | 14,289 | 4,498 | 1.84% | — | 332 | +14,289 | New | Q4 2025 | Jan 26, 2026 |
| Caprock Group, LLC | History | Reduced | 14,206 | 4,472 | 0.09% | 0.11% | 333 | -189 | -1.31% | Q4 2025 | Jan 28, 2026 |
| Evercore Wealth Management, LLC | History | Reduced | 14,100 | 4,438 | 0.07% | 0.06% | 334 | -62 | -0.44% | Q4 2025 | Feb 17, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | No change | 14,040 | 4,419 | 0.51% | 0.55% | 335 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Financial Connections Group, Inc. | History | Reduced | 13,968 | 4,397 | 1.51% | 1.68% | 336 | -17 | -0.12% | Q4 2025 | Jan 23, 2026 |
| SWP FINANCIAL LLC | History | Reduced | 13,822 | 4,351 | 2.18% | 2.18% | 337 | -115 | -0.83% | Q4 2025 | Jan 16, 2026 |
| INTERACTIVE FINANCIAL ADVISORS, INC. | History | Reduced | 13,674 | 4,304 | 2.78% | 2.48% | 338 | -1,204 | -8.09% | Q4 2025 | Feb 09, 2026 |
| Adams Wealth Management | History | Reduced | 13,348 | 4,201 | 0.9% | 0.93% | 339 | -762 | -5.4% | Q4 2025 | Feb 18, 2026 |
| CacheTech Inc. | History | Reduced | 13,348 | 4,201 | 0.78% | 0.87% | 340 | -762 | -5.4% | Q4 2025 | Feb 18, 2026 |
| SoundView Advisors Inc. | History | New | 13,010 | 4,095 | 1.43% | — | 341 | +13,010 | New | Q4 2025 | Feb 06, 2026 |
| Gainplan LLC | History | Reduced | 12,768 | 4,019 | 1.51% | 1.71% | 342 | -337 | -2.57% | Q4 2025 | Jan 23, 2026 |
| FIDUCIENT ADVISORS LLC | History | Reduced | 12,715 | 4,002 | 0.5% | 0.49% | 343 | -891 | -6.55% | Q4 2025 | Feb 10, 2026 |
| Evanson Asset Management, LLC | History | Added to | 12,592 | 3,964 | 0.21% | 0.22% | 344 | +83 | 0.66% | Q4 2025 | Jan 12, 2026 |
| Trust Co | History | Added to | 12,548 | 3,950 | 0.37% | 0.07% | 345 | +10,334 | 466.76% | Q4 2025 | Jan 15, 2026 |
| RCW Management, LLC | History | New | 12,512 | 3,939 | 3.98% | — | 346 | +12,512 | New | Q4 2025 | Jan 30, 2026 |
| Bragg Financial Advisors, Inc | History | Reduced | 12,477 | 3,927 | 0.13% | 0.13% | 347 | -348 | -2.71% | Q4 2025 | Feb 13, 2026 |
| Topel & Distasi Wealth Management, LLC | History | Reduced | 12,415 | 3,908 | 1.91% | 1.98% | 348 | -613 | -4.71% | Q4 2025 | Feb 09, 2026 |
| Financial Insights, Inc. | History | Reduced | 12,365 | 3,892 | 1.3% | 1.27% | 349 | -113 | -0.91% | Q4 2025 | Mar 31, 2026 |
| Roundview Capital LLC | History | Added to | 12,303 | 3,872 | 0.24% | 0.23% | 350 | +675 | 5.8% | Q4 2025 | Feb 09, 2026 |
| Beaumont Financial Advisors, LLC | History | Added to | 12,146 | 3,823 | 0.25% | 0.24% | 351 | +326 | 2.76% | Q4 2025 | Jan 16, 2026 |
| Zhang Financial LLC | History | Added to | 12,089 | 3,805 | 0.14% | 0.15% | 352 | +8 | 0.07% | Q4 2025 | Feb 10, 2026 |
| SigFig Wealth Management, LLC | History | Reduced | 12,034 | 3,788 | 0.11% | 0.12% | 353 | -182 | -1.49% | Q4 2025 | Jan 16, 2026 |
| SAPIENT CAPITAL LLC | History | Added to | 11,893 | 3,772 | 0.05% | 0.06% | 354 | +130 | 1.11% | Q4 2025 | Feb 05, 2026 |
| Wilmington Savings Fund Society, FSB | History | Reduced | 11,931 | 3,755 | 0.09% | 0.09% | 355 | -96 | -0.8% | Q4 2025 | Feb 12, 2026 |
| ATTICUS WEALTH MANAGEMENT, LLC | History | Reduced | 11,874 | 3,737 | 0.92% | 0.93% | 356 | -42 | -0.35% | Q4 2025 | Feb 09, 2026 |
| PCA Investment Advisory Services Inc. | History | Added to | 11,830 | 3,724 | 1.3% | 1.28% | 357 | +611 | 5.45% | Q4 2025 | Feb 10, 2026 |
| Kelman-Lazarov, Inc. | History | Added to | 11,767 | 3,704 | 0.53% | 0.29% | 358 | +5,319 | 82.49% | Q4 2025 | Jan 26, 2026 |
| Royal Fund Management, LLC | History | Added to | 11,676 | 3,680 | 0.33% | 0.3% | 359 | +3,571 | 44.06% | Q4 2025 | Jan 15, 2026 |
| Coppell Advisory Solutions LLC | History | Reduced | 11,522 | 3,654 | 0.36% | 0.38% | 360 | -38 | -0.33% | Q4 2025 | Feb 17, 2026 |
| FORTEM FINANCIAL GROUP, LLC | History | No change | 11,591 | 3,648 | 0.98% | 1.02% | 361 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 11,496 | 3,618 | 0.21% | 0.19% | 362 | +2,209 | 23.79% | Q4 2025 | Feb 10, 2026 |
| ARK & TLK INVESTMENTS, LLC | History | Reduced | 11,457 | 3,606 | 0.99% | 1.14% | 363 | -252 | -2.15% | Q4 2025 | Feb 10, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Reduced | 11,435 | 3,599 | 0.2% | 0.2% | 364 | -4 | -0.03% | Q4 2025 | Jan 13, 2026 |
| SouthState Bank Corp | History | Reduced | 11,351 | 3,573 | 0.16% | 0.16% | 365 | -8 | -0.07% | Q4 2025 | Feb 11, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 11,317 | 3,563 | 0.03% | 0.03% | 366 | -68 | -0.6% | Q4 2025 | Jan 05, 2026 |
| DAHRING {-} CUSMANO LLC | History | Added to | 11,103 | 3,495 | 2.43% | 2.45% | 367 | +107 | 0.97% | Q4 2025 | Feb 05, 2026 |
| Savvy Advisors, Inc. | History | Added to | 11,070 | 3,484 | 0.11% | 0.15% | 368 | +743 | 7.19% | Q4 2025 | Jan 20, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Added to | 11,019 | 3,468 | 0.38% | 0.38% | 369 | +25 | 0.23% | Q4 2025 | Jan 20, 2026 |
| Lifeworks Advisors, LLC | History | Added to | 11,011 | 3,466 | 0.45% | 0.34% | 370 | +2,651 | 31.71% | Q4 2025 | Feb 13, 2026 |
| Mathes Company, Inc. | History | No change | 10,961 | 3,451 | 1.23% | 1.21% | 371 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| L.K. Benson & Company, P.C. | History | Added to | 10,830 | 3,409 | 1.71% | 1.68% | 372 | +697 | 6.88% | Q4 2025 | Feb 06, 2026 |
| Caitlin John, LLC | History | Reduced | 10,773 | 3,391 | 2.22% | 2.68% | 373 | -1,729 | -13.83% | Q4 2025 | Feb 18, 2026 |
| Obermeyer Wealth Partners | History | Added to | 10,535 | 3,316 | 0.15% | 0.15% | 374 | +46 | 0.44% | Q4 2025 | Jan 29, 2026 |
| Global Retirement Partners, LLC | History | Added to | 10,522 | 3,312 | 0.06% | 0.06% | 375 | +1,162 | 12.41% | Q4 2025 | Feb 06, 2026 |
| NORTHSTAR ASSET MANAGEMENT Co | History | Reduced | 10,520 | 3,311 | 0.7% | 0.7% | 376 | -10 | -0.09% | Q4 2025 | Jan 27, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | No change | 10,393 | 3,271 | 0.05% | 0.05% | 377 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Added to | 10,338 | 3,254 | 0.27% | 0.24% | 378 | +18 | 0.17% | Q4 2025 | Feb 17, 2026 |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | History | Reduced | 10,255 | 3,228 | 0.24% | 0.22% | 379 | -459 | -4.28% | Q4 2025 | Jan 23, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 10,209 | 3,213 | 0.08% | 0.08% | 380 | -64 | -0.62% | Q4 2025 | Jan 29, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 10,100 | 3,179 | 0.05% | 0.05% | 381 | -223 | -2.16% | Q4 2025 | Feb 12, 2026 |
| Krilogy Financial LLC | History | Added to | 9,913 | 3,165 | 0.11% | 0.11% | 382 | +219 | 2.26% | Q4 2025 | Jan 27, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 9,963 | 3,136 | 0.02% | 0.02% | 383 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Astra Wealth Partners LLC | History | Reduced | 9,932 | 3,126 | 1.84% | 2.08% | 384 | -201 | -1.98% | Q4 2025 | Feb 02, 2026 |
| Alley Investment Management Company, LLC | History | No change | 9,729 | 3,062 | 0.36% | 0.35% | 385 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| William Mack & Associates, Inc. | History | Added to | 9,721 | 3,060 | 1.44% | 1.61% | 387 | +10 | 0.1% | Q4 2025 | Feb 09, 2026 |
| Financial Alternatives, Inc | History | No change | 9,723 | 3,060 | 1.78% | 1.81% | 386 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Sculati Wealth Management, LLC | History | Reduced | 9,656 | 3,039 | 1.07% | 1.51% | 389 | -4,277 | -30.7% | Q4 2025 | Feb 05, 2026 |
| Freestone Capital Holdings, LLC | History | Reduced | 9,654 | 3,039 | 0.09% | 0.09% | 388 | -130 | -1.33% | Q4 2025 | Jan 23, 2026 |
| Charles Schwab Trust Co | History | No change | 9,591 | 3,019 | 0.2% | 0.2% | 390 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 9,562 | 3,009 | 0.03% | 0.05% | 391 | +223 | 2.39% | Q4 2025 | Jan 29, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 9,492 | 2,988 | 0.0% | 0.0% | 392 | -454 | -4.56% | Q4 2025 | Feb 13, 2026 |
| Financial Planning Fort Collins, LLC | History | New | 9,435 | 2,970 | 2.61% | — | 393 | +9,435 | New | Q4 2025 | Feb 18, 2026 |
| Glass Jacobson Investment Advisors llc | History | Reduced | 9,431 | 2,968 | 1.07% | 1.23% | 395 | -1,661 | -14.97% | Q4 2025 | Jan 22, 2026 |
| BESSEMER GROUP INC | History | No change | 9,427 | 2,968 | 0.0% | 0.0% | 394 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 9,407 | 2,961 | 0.02% | 0.02% | 396 | +8 | 0.09% | Q4 2025 | Feb 12, 2026 |
| Meramec Financial Planners, LLC | History | New | 9,183 | 2,916 | 1.14% | — | 397 | +9,183 | New | Q4 2025 | Feb 10, 2026 |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | History | New | 9,209 | 2,899 | 2.72% | — | 398 | +9,209 | New | Q4 2025 | Feb 02, 2026 |
| BOSTON FAMILY OFFICE LLC | History | Reduced | 9,166 | 2,885 | 0.18% | 0.18% | 399 | -174 | -1.86% | Q4 2025 | Feb 13, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Reduced | 9,156 | 2,882 | 0.04% | 0.04% | 400 | -17 | -0.19% | Q4 2025 | Feb 10, 2026 |
| Edge Financial Advisors LLC | History | Reduced | 9,132 | 2,874 | 1.21% | 1.27% | 401 | -93 | -1.01% | Q4 2025 | Jan 28, 2026 |
| Wiser Wealth Management, Inc | History | Reduced | 9,115 | 2,869 | 0.64% | 0.64% | 402 | -8 | -0.09% | Q4 2025 | Jan 12, 2026 |
| Fortitude Advisory Group L.L.C. | History | Reduced | 9,050 | 2,848 | 1.21% | 1.52% | 403 | -118 | -1.29% | Q4 2025 | Feb 13, 2026 |
| Blankinship & Foster, LLC | History | Added to | 9,002 | 2,833 | 0.61% | 0.61% | 404 | +3 | 0.03% | Q4 2025 | Jan 23, 2026 |
| Pinnacle Financial Group, LLC / IL | History | Reduced | 8,997 | 2,832 | 0.82% | 0.86% | 406 | -205 | -2.23% | Q4 2025 | Feb 05, 2026 |
| YHB Investment Advisors, Inc. | History | Reduced | 8,998 | 2,832 | 0.2% | 0.2% | 405 | -58 | -0.64% | Q4 2025 | Jan 16, 2026 |
| McClarren Financial Advisors, Inc. | History | Reduced | 3,186 | 2,831 | 1.69% | 1.74% | 407 | -5,904 | -64.95% | Q4 2025 | Jan 13, 2026 |
| AMG National Trust Bank | History | Added to | 8,958 | 2,819 | 0.07% | 0.07% | 408 | +2 | 0.02% | Q4 2025 | Jan 30, 2026 |
| Prospera Financial Services Inc | History | Reduced | 8,939 | 2,816 | 0.05% | 0.05% | 409 | -795 | -8.17% | Q4 2025 | Feb 09, 2026 |
| Franklin, Parlapiano, Turner & Welch, LLC | History | No change | 8,770 | 2,795 | 0.69% | 0.68% | 410 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 8,838 | 2,782 | 0.02% | 0.02% | 411 | -538 | -5.74% | Q4 2025 | Feb 13, 2026 |
| IHT Wealth Management, LLC | History | Added to | 8,834 | 2,781 | 0.07% | 0.07% | 412 | +317 | 3.72% | Q4 2025 | Feb 17, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Reduced | 8,793 | 2,768 | 0.04% | 0.04% | 413 | -116 | -1.3% | Q4 2025 | Jan 22, 2026 |
| UPTICK PARTNERS, LLC | History | Added to | 8,722 | 2,745 | 0.59% | 0.55% | 414 | +1,935 | 28.51% | Q4 2025 | Feb 02, 2026 |
| FIRST COMMUNITY TRUST NA | History | Added to | 8,717 | 2,744 | 2.05% | 1.37% | 415 | +2,957 | 51.34% | Q4 2025 | Jan 16, 2026 |
| Partners in Financial Planning | History | Reduced | 8,673 | 2,730 | 0.46% | 0.47% | 416 | -203 | -2.29% | Q4 2025 | Feb 02, 2026 |
| AE Wealth Management LLC | History | Added to | 8,568 | 2,697 | 0.02% | 0.01% | 417 | +4,478 | 109.49% | Q4 2025 | Jan 26, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 8,469 | 2,681 | 0.0% | 0.0% | 418 | +2,171 | 34.47% | Q4 2025 | Feb 05, 2026 |
| Summit Financial, LLC | History | Reduced | 8,512 | 2,679 | 0.04% | 0.04% | 419 | -146 | -1.69% | Q4 2025 | Feb 13, 2026 |
| Secure Asset Management, LLC | History | Reduced | 8,416 | 2,649 | 0.41% | 0.46% | 420 | -564 | -6.28% | Q4 2025 | Jan 20, 2026 |
| M&T BANK CORP | History | Reduced | 8,280 | 2,606 | 0.01% | 0.01% | 421 | -210 | -2.47% | Q4 2025 | Jan 30, 2026 |
| BLUESTEM FINANCIAL ADVISORS, LLC | History | Reduced | 8,272 | 2,604 | 1.01% | 1.0% | 422 | -41 | -0.49% | Q4 2025 | Jan 21, 2026 |
| Hartmann Taylor Wealth Management, LLC | History | Reduced | 8,096 | 2,548 | 1.72% | 1.91% | 423 | -530 | -6.14% | Q4 2025 | Jan 15, 2026 |
| Waverly Advisors, LLC | History | Added to | 7,965 | 2,507 | 0.02% | 0.02% | 424 | +824 | 11.54% | Q4 2025 | Feb 17, 2026 |
| Empower Advisory Group, LLC | History | Added to | 7,897 | 2,485 | 0.01% | 0.0% | 425 | +2,625 | 49.79% | Q4 2025 | Feb 12, 2026 |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | History | Reduced | 7,879 | 2,480 | 0.39% | 0.39% | 426 | -13 | -0.16% | Q4 2025 | Jan 23, 2026 |
| GW&K Investment Management, LLC | History | No change | 7,867 | 2,477 | 0.02% | 0.02% | 427 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Balanced Rock Investment Advisors LLC | History | Reduced | 7,764 | 2,444 | 1.74% | 1.75% | 428 | -28 | -0.36% | Q4 2025 | Feb 13, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 7,733 | 2,434 | 0.03% | 0.03% | 429 | -1,178 | -13.22% | Q4 2025 | Feb 11, 2026 |
| HOWARD WEALTH MANAGEMENT, LLC | History | Reduced | 7,728 | 2,432 | 1.06% | 1.14% | 430 | -295 | -3.68% | Q4 2025 | Jan 29, 2026 |
| Sand Hill Global Advisors, LLC | History | Reduced | 7,715 | 2,428 | 0.08% | 0.09% | 431 | -223 | -2.81% | Q4 2025 | Feb 12, 2026 |
| Stone Summit Wealth LLC | History | Reduced | 7,707 | 2,426 | 0.66% | 0.7% | 432 | -350 | -4.34% | Q4 2025 | Jan 27, 2026 |
| London & Capital Asset Management Ltd | History | New | 7,678 | 2,416 | 0.02% | — | 433 | +7,678 | New | Q4 2025 | Feb 17, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 7,643 | 2,406 | 0.18% | 0.19% | 434 | -190 | -2.43% | Q4 2025 | Jan 29, 2026 |
| Boston Trust Walden Corp | History | No change | 7,645 | 2,406 | 0.02% | 0.02% | 435 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Athena Investment Management | History | Added to | 7,591 | 2,389 | 1.22% | 1.06% | 436 | +991 | 15.02% | Q4 2025 | Feb 12, 2026 |
| NICOLET BANKSHARES INC | History | Reduced | 7,527 | 2,369 | 0.38% | 0.39% | 437 | -336 | -4.27% | Q4 2025 | Feb 09, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | No change | 7,352 | 2,314 | 0.13% | 0.13% | 438 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Argos Wealth Advisors, LLC | History | New | 7,275 | 2,290 | 0.62% | — | 439 | +7,275 | New | Q4 2025 | Feb 04, 2026 |
| CWM, LLC | History | Added to | 7,268 | 2,288 | 0.01% | 0.01% | 440 | +109 | 1.52% | Q4 2025 | Jan 26, 2026 |
| Sage Mountain Advisors LLC | History | Added to | 7,191 | 2,263 | 0.12% | 0.13% | 441 | +78 | 1.1% | Q4 2025 | Jan 23, 2026 |
| WBH ADVISORY INC | History | Reduced | 7,167 | 2,256 | 0.17% | 0.17% | 442 | -271 | -3.64% | Q4 2025 | Jan 26, 2026 |
| Sequent Asset Management, LLC | History | No change | 7,127 | 2,244 | 1.0% | 1.04% | 443 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| SEI INVESTMENTS CO | History | Added to | 7,117 | 2,240 | 0.0% | 0.0% | 444 | +95 | 1.35% | Q4 2025 | Feb 13, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 7,077 | 2,227 | 0.01% | 0.01% | 445 | -372 | -4.99% | Q4 2025 | Jan 12, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 7,040 | 2,216 | 0.0% | 0.0% | 446 | -1,060 | -13.09% | Q4 2025 | Feb 12, 2026 |
| Great Point Wealth Advisors, LLC | History | Reduced | 7,016 | 2,208 | 0.4% | 0.41% | 447 | -94 | -1.32% | Q4 2025 | Jan 26, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 6,996 | 2,202 | 0.12% | 0.13% | 448 | +30 | 0.43% | Q4 2025 | Jan 26, 2026 |
| Leo Wealth, LLC | History | Added to | 6,989 | 2,200 | 0.16% | 0.06% | 449 | +5,463 | 357.99% | Q4 2025 | Jan 21, 2026 |
| Joel Isaacson & Co., LLC | History | Reduced | 6,972 | 2,194 | 0.07% | 0.08% | 450 | -150 | -2.11% | Q4 2025 | Jan 30, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 6,964 | 2,192 | 0.12% | 0.12% | 451 | -94 | -1.33% | Q4 2025 | Jan 20, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 6,956 | 2,189 | 0.13% | 0.13% | 452 | -325 | -4.46% | Q4 2025 | Jan 30, 2026 |
| Advisory Services Network, LLC | History | Added to | 6,947 | 2,186 | 0.03% | 0.03% | 453 | +248 | 3.7% | Q4 2025 | Feb 17, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 6,897 | 2,171 | 0.07% | 0.06% | 454 | +1,158 | 20.18% | Q4 2025 | Jan 12, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 6,786 | 2,136 | 0.04% | 0.05% | 455 | -267 | -3.79% | Q4 2025 | Feb 06, 2026 |
| Ellenbecker Investment Group | History | Added to | 6,774 | 2,132 | 0.3% | 0.31% | 456 | +32 | 0.47% | Q4 2025 | Jan 30, 2026 |
| Greenspring Advisors, LLC | History | Added to | 6,761 | 2,128 | 0.13% | 0.11% | 457 | +4,777 | 240.78% | Q4 2025 | Feb 10, 2026 |
| S.A. Mason LLC | History | Added to | 6,726 | 2,117 | 0.84% | 0.91% | 458 | +10 | 0.15% | Q4 2025 | Jan 29, 2026 |
| Scott & Selber, Inc. | History | Added to | 6,675 | 2,101 | 0.53% | 0.52% | 459 | +94 | 1.43% | Q4 2025 | Jan 09, 2026 |
| Cassaday & Co Wealth Management LLC | History | Added to | 6,643 | 2,091 | 0.04% | 0.02% | 460 | +3,866 | 139.21% | Q4 2025 | Feb 03, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 6,594 | 2,075 | 1.77% | 1.37% | 461 | +1,620 | 32.57% | Q4 2025 | Jan 26, 2026 |
| STALEY CAPITAL ADVISERS INC | History | Added to | 6,546 | 2,060 | 0.08% | 0.08% | 462 | +95 | 1.47% | Q4 2025 | Feb 05, 2026 |
| Fairman Group, LLC | History | Added to | 6,521 | 2,052 | 1.64% | 1.61% | 463 | +30 | 0.46% | Q4 2025 | Feb 13, 2026 |
| Legacy Advisors, LLC | History | No change | 6,503 | 2,047 | 0.22% | 0.25% | 464 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| SEAMOUNT FINANCIAL GROUP INC | History | Added to | 6,496 | 2,045 | 0.93% | 0.94% | 465 | +63 | 0.98% | Q4 2025 | Jan 26, 2026 |
| KM Capital Management Ltd. | History | Reduced | 6,400 | 2,014 | 1.03% | 0.91% | 466 | -23 | -0.36% | Q4 2025 | Feb 17, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 6,383 | 2,009 | 0.04% | 0.02% | 467 | +2,612 | 69.27% | Q4 2025 | Jan 14, 2026 |
| RTD Financial Advisors, Inc. | History | Reduced | 6,356 | 2,000 | 0.24% | 0.24% | 468 | -104 | -1.61% | Q4 2025 | Jan 27, 2026 |
| INVESTMENT COUNSEL CO OF NEVADA | History | Added to | 6,351 | 1,999 | 4.29% | 3.24% | 469 | +1,186 | 22.96% | Q4 2025 | Feb 13, 2026 |
| Luminist Capital LLC | History | Added to | 6,323 | 1,990 | 2.45% | 1.64% | 470 | +164 | 2.66% | Q4 2025 | Feb 13, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 6,308 | 1,985 | 0.0% | 0.0% | 471 | +3,748 | 146.41% | Q4 2025 | Feb 11, 2026 |
| Ethos Financial Group, LLC | History | Added to | 6,288 | 1,979 | 0.15% | 0.08% | 472 | +3,098 | 97.12% | Q4 2025 | Jan 20, 2026 |
| Legacy Private Trust Co. | History | No change | 6,274 | 1,975 | 0.12% | 0.12% | 473 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| DAVIDSON TRUST CO | History | No change | 6,256 | 1,969 | 0.82% | 0.79% | 474 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| SeaCrest Wealth Management, LLC | History | Reduced | 6,170 | 1,963 | 0.2% | 0.21% | 475 | -331 | -5.09% | Q4 2025 | Jan 12, 2026 |
| Asempa Wealth Advisors | History | New | 6,217 | 1,957 | 1.69% | — | 476 | +6,217 | New | Q4 2025 | Jan 08, 2026 |
| Mustard Seed Financial, LLC | History | Added to | 6,208 | 1,954 | 1.23% | 1.19% | 477 | +187 | 3.11% | Q4 2025 | Jan 23, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 6,095 | 1,918 | 0.09% | 0.08% | 478 | +253 | 4.33% | Q4 2025 | Feb 17, 2026 |
| Berger Financial Group, Inc | History | Reduced | 6,019 | 1,894 | 0.11% | 0.11% | 479 | -208 | -3.34% | Q4 2025 | Jan 27, 2026 |
| DBK Financial Counsel, LLC | History | Reduced | 6,015 | 1,893 | 1.45% | 1.56% | 480 | -25 | -0.41% | Q4 2025 | Jan 26, 2026 |
| UMB Bank, n.a. | History | Added to | 6,009 | 1,891 | 0.03% | 0.0% | 481 | +5,066 | 537.22% | Q4 2025 | Feb 13, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 6,009 | 1,891 | 0.0% | 0.0% | 482 | -12 | -0.2% | Q4 2025 | Feb 13, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 5,987 | 1,884 | 0.11% | 0.1% | 483 | +540 | 9.91% | Q4 2025 | Jan 20, 2026 |
| Net Worth Advisory Group | History | Added to | 5,967 | 1,878 | 0.38% | 0.34% | 484 | +2,148 | 56.25% | Q4 2025 | Jan 14, 2026 |
| Mystic Asset Management, Inc. | History | Reduced | 5,856 | 1,843 | 0.42% | 0.41% | 485 | -30 | -0.51% | Q4 2025 | Jan 28, 2026 |
| CFS Investment Advisory Services, LLC | History | Added to | 5,853 | 1,842 | 0.13% | 0.13% | 486 | +71 | 1.23% | Q4 2025 | Feb 10, 2026 |
| American Investment Services, Inc. | History | Reduced | 5,824 | 1,833 | 0.43% | 0.48% | 487 | -598 | -9.31% | Q4 2025 | Feb 13, 2026 |
| Arkadios Wealth Advisors | History | Added to | 5,814 | 1,830 | 0.04% | 0.04% | 488 | +1,059 | 22.27% | Q4 2025 | Feb 13, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 5,799 | 1,825 | 0.03% | 0.03% | 489 | +774 | 15.4% | Q4 2025 | Jan 13, 2026 |
| Versant Capital Management, Inc | History | Added to | 5,776 | 1,818 | 0.23% | 0.24% | 490 | +2 | 0.03% | Q4 2025 | Jan 08, 2026 |
| Center for Financial Planning, Inc. | History | Added to | 5,774 | 1,817 | 0.19% | 0.19% | 491 | +5 | 0.09% | Q4 2025 | Feb 05, 2026 |
| Van Hulzen Asset Management, LLC | History | Added to | 5,755 | 1,811 | 0.13% | 0.12% | 493 | +345 | 6.38% | Q4 2025 | Feb 06, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 5,755 | 1,811 | 0.45% | 0.45% | 492 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Forum Financial Management, LP | History | Reduced | 5,735 | 1,805 | 0.02% | 0.02% | 494 | -97 | -1.66% | Q4 2025 | Jan 27, 2026 |
| MASECO LLP | History | New | 5,730 | 1,803 | 0.08% | — | 495 | +5,730 | New | Q4 2025 | Jan 22, 2026 |
| ALERUS FINANCIAL NA | History | No change | 5,705 | 1,795 | 0.09% | 0.09% | 496 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 5,699 | 1,794 | 0.0% | 0.0% | 497 | +535 | 10.36% | Q4 2025 | Feb 17, 2026 |
| General Partner, Inc. | History | No change | 5,700 | 1,794 | 1.02% | 0.97% | 498 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| TABR Capital Management, LLC | History | Added to | 5,668 | 1,784 | 1.19% | 1.08% | 499 | +510 | 9.89% | Q4 2025 | Jan 28, 2026 |
| Miller Capital Partners, Inc. | History | New | 5,647 | 1,777 | 0.9% | — | 500 | +5,647 | New | Q4 2025 | Feb 17, 2026 |
| GRANDFIELD & DODD, LLC | History | No change | 5,630 | 1,772 | 0.1% | 0.1% | 501 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Waldron Private Wealth LLC | History | Added to | 5,610 | 1,766 | 0.07% | 0.07% | 502 | +250 | 4.66% | Q4 2025 | Jan 14, 2026 |
| Empirical Asset Management, LLC | History | Added to | 11,837 | 1,761 | 0.5% | 0.47% | 504 | +91 | 0.77% | Q4 2025 | Feb 06, 2026 |
| Dakota Wealth Management | History | No change | 5,597 | 1,761 | 0.03% | 0.03% | 503 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Measured Wealth Private Client Group, LLC | History | Reduced | 5,589 | 1,759 | 0.47% | 0.54% | 505 | -944 | -14.45% | Q4 2025 | Feb 10, 2026 |
| Mutual Advisors, LLC | History | Added to | 5,584 | 1,757 | 0.04% | 0.03% | 506 | +1,868 | 50.27% | Q4 2025 | Feb 02, 2026 |
| Capital Management Associates, Inc | History | No change | 5,581 | 1,756 | 0.39% | 0.46% | 507 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| EnRich Financial Partners LLC | History | Reduced | 5,560 | 1,750 | 0.48% | 0.49% | 508 | -48 | -0.86% | Q4 2025 | Jan 28, 2026 |
| ORSER CAPITAL MANAGEMENT, LLC | History | Reduced | 5,520 | 1,737 | 0.98% | 0.89% | 509 | -5 | -0.09% | Q4 2025 | Jan 12, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 5,442 | 1,727 | 0.04% | 0.04% | 510 | +58 | 1.08% | Q4 2025 | Jan 28, 2026 |
| CIBC Private Wealth Group LLC | History | Reduced | 5,465 | 1,720 | 0.0% | 0.0% | 511 | -726 | -11.73% | Q4 2025 | Feb 12, 2026 |
| REBALANCE, LLC | History | Added to | 5,449 | 1,715 | 0.1% | 0.1% | 512 | +49 | 0.91% | Q4 2025 | Jan 15, 2026 |
| PRIVATE MANAGEMENT GROUP INC | History | Reduced | 5,421 | 1,706 | 0.05% | 0.05% | 513 | -300 | -5.24% | Q4 2025 | Feb 12, 2026 |
| Olistico Wealth, LLC | History | Reduced | 5,393 | 1,697 | 0.83% | 0.89% | 514 | -83 | -1.52% | Q4 2025 | Jan 13, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 5,384 | 1,694 | 0.02% | 0.02% | 515 | -80 | -1.46% | Q4 2025 | Feb 13, 2026 |
| CAHABA WEALTH MANAGEMENT, INC. | History | Added to | 5,373 | 1,691 | 0.12% | 0.12% | 516 | +2 | 0.04% | Q4 2025 | Jan 07, 2026 |
| Composition Wealth, LLC | History | Added to | 5,350 | 1,684 | 0.02% | 0.02% | 517 | +115 | 2.2% | Q4 2025 | Feb 02, 2026 |
| Prosperity Consulting Group, LLC | History | Reduced | 5,341 | 1,681 | 0.08% | 0.09% | 518 | -443 | -7.66% | Q4 2025 | Feb 17, 2026 |
| Pallas Capital Advisors LLC | History | Reduced | 5,321 | 1,675 | 0.06% | 0.06% | 519 | -21 | -0.39% | Q4 2025 | Jan 14, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Reduced | 5,262 | 1,656 | 0.03% | 0.03% | 520 | -158 | -2.92% | Q4 2025 | Feb 10, 2026 |
| Thomasville National Bank | History | Reduced | 5,251 | 1,653 | 0.1% | 0.11% | 521 | -500 | -8.69% | Q4 2025 | Jan 26, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 5,244 | 1,651 | 0.05% | 0.05% | 522 | +89 | 1.73% | Q4 2025 | Feb 12, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 5,222 | 1,643 | 0.06% | 0.09% | 523 | +927 | 21.58% | Q4 2025 | Feb 04, 2026 |
| Cypress Wealth Services, LLC | History | Added to | 5,214 | 1,641 | 0.23% | 0.26% | 524 | +52 | 1.01% | Q4 2025 | Jan 14, 2026 |
| Southland Equity Partners LLC | History | Added to | 5,191 | 1,634 | 0.32% | 0.31% | 525 | +234 | 4.72% | Q4 2025 | Jan 14, 2026 |
| Eagle Strategies LLC | History | Added to | 5,166 | 1,626 | 0.21% | 0.21% | 526 | +184 | 3.69% | Q4 2025 | Jan 23, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 5,155 | 1,622 | 0.03% | 0.04% | 527 | +182 | 3.66% | Q4 2025 | Feb 03, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 5,124 | 1,613 | 0.03% | 0.03% | 528 | +329 | 6.86% | Q4 2025 | Jan 16, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 5,098 | 1,604 | 0.04% | 0.04% | 529 | +15 | 0.3% | Q4 2025 | Feb 17, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | No change | 5,075 | 1,597 | 0.18% | 0.18% | 530 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Calder Financial LLC | History | New | 5,060 | 1,592 | 1.56% | — | 531 | +5,060 | New | Q4 2025 | Jan 23, 2026 |
| Wells Financial Advisors INC | History | Reduced | 5,055 | 1,591 | 3.02% | 4.43% | 532 | -5,690 | -52.95% | Q4 2025 | Feb 02, 2026 |
| Larson Financial Group LLC | History | Reduced | 5,050 | 1,589 | 0.05% | 0.06% | 533 | -450 | -8.18% | Q4 2025 | Feb 06, 2026 |
| Round Rock Advisors LLC | History | Reduced | 5,049 | 1,589 | 0.24% | 0.25% | 534 | -3 | -0.06% | Q4 2025 | Jan 27, 2026 |
| Sloy Dahl & Holst, LLC | History | Added to | 5,018 | 1,579 | 0.19% | 0.11% | 535 | +1,564 | 45.28% | Q4 2025 | Feb 04, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 5,014 | 1,578 | 0.01% | — | 536 | +5,014 | New | Q4 2025 | Feb 18, 2026 |
| Annex Advisory Services, LLC | History | Reduced | 4,988 | 1,570 | 0.03% | 0.03% | 537 | -50 | -0.99% | Q4 2025 | Jan 26, 2026 |
| Quadcap Wealth Management, LLC | History | Added to | 4,971 | 1,564 | 0.18% | 0.18% | 538 | +24 | 0.49% | Q4 2025 | Jan 29, 2026 |
| Pathway Financial Advisors LLC | History | No change | 4,891 | 1,561 | 0.2% | 0.2% | 539 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Wellspring Financial Advisors, LLC | History | Added to | 4,949 | 1,557 | 0.12% | 0.14% | 540 | +15 | 0.3% | Q4 2025 | Feb 11, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 4,945 | 1,556 | 0.03% | 0.03% | 541 | -538 | -9.81% | Q4 2025 | Jan 07, 2026 |
| GSG Advisors LLC | History | Added to | 4,942 | 1,555 | 0.4% | 0.4% | 542 | +35 | 0.71% | Q4 2025 | Jan 08, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 4,933 | 1,553 | 0.22% | 0.22% | 543 | +13 | 0.26% | Q4 2025 | Jan 29, 2026 |
| Dentgroup LLC | History | Reduced | 4,907 | 1,544 | 1.06% | 1.73% | 544 | -3,798 | -43.63% | Q4 2025 | Jan 28, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 4,900 | 1,542 | 0.0% | 0.0% | 545 | -800 | -14.04% | Q4 2025 | Feb 17, 2026 |
| Choate Investment Advisors | History | No change | 4,883 | 1,537 | 0.03% | 0.03% | 546 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 4,869 | 1,532 | 0.06% | 0.06% | 547 | -24 | -0.49% | Q4 2025 | Feb 02, 2026 |
| Manuka Financial, LLC | History | Reduced | 4,837 | 1,522 | 0.94% | 1.06% | 548 | -722 | -12.99% | Q4 2025 | Jan 28, 2026 |
| Lodestone Wealth Management LLC | History | Added to | 4,834 | 1,521 | 0.62% | 0.67% | 549 | +26 | 0.54% | Q4 2025 | Jan 15, 2026 |
| TSFG, LLC | History | Added to | 4,825 | 1,519 | 0.23% | 0.24% | 550 | +2 | 0.04% | Q4 2025 | Feb 04, 2026 |
| VISTA CAPITAL PARTNERS, INC. | History | Reduced | 4,797 | 1,510 | 0.15% | 0.16% | 551 | -311 | -6.09% | Q4 2025 | Feb 02, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | No change | 4,789 | 1,507 | 0.13% | 0.13% | 552 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | Reduced | 4,735 | 1,490 | 0.45% | 0.49% | 553 | -519 | -9.88% | Q4 2025 | Feb 10, 2026 |
| Destiny Wealth Partners, LLC | History | No change | 4,666 | 1,489 | 0.17% | 0.18% | 554 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Midwest Trust Co | History | Reduced | 4,727 | 1,488 | 0.02% | 0.02% | 555 | -412 | -8.02% | Q4 2025 | Feb 04, 2026 |
| WealthCollab, LLC | History | Added to | 4,711 | 1,483 | 0.61% | 0.63% | 556 | +236 | 5.27% | Q4 2025 | Jan 27, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 4,708 | 1,482 | 0.05% | 0.06% | 557 | -159 | -3.27% | Q4 2025 | Feb 04, 2026 |
| Key FInancial Inc | History | Reduced | 4,679 | 1,472 | 0.27% | 0.27% | 558 | -84 | -1.76% | Q4 2025 | Feb 09, 2026 |
| BEARING POINT CAPITAL, LLC | History | Reduced | 4,664 | 1,468 | 0.23% | 0.26% | 559 | -284 | -5.74% | Q4 2025 | Feb 10, 2026 |
| Synergy Financial Group, LTD | History | Reduced | 4,660 | 1,467 | 1.03% | 0.99% | 560 | -125 | -2.61% | Q4 2025 | Feb 17, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 4,654 | 1,465 | 0.05% | 0.05% | 561 | -1 | -0.02% | Q4 2025 | Jan 27, 2026 |
| CWA Asset Management Group, LLC | History | Added to | 4,644 | 1,462 | 0.05% | 0.05% | 562 | +51 | 1.11% | Q4 2025 | Jan 07, 2026 |
| CLUNE & ASSOCIATES, LTD. | History | Added to | 4,641 | 1,460 | 0.32% | 0.33% | 564 | +395 | 9.3% | Q4 2025 | Feb 09, 2026 |
| APPLETON PARTNERS INC/MA | History | Reduced | 4,639 | 1,460 | 0.1% | 0.1% | 563 | -25 | -0.54% | Q4 2025 | Jan 09, 2026 |
| BOKF, NA | History | Reduced | 4,613 | 1,452 | 0.02% | 0.02% | 565 | -65 | -1.39% | Q4 2025 | Feb 03, 2026 |
| Advocate Investing Services LLC | History | New | 4,600 | 1,448 | 1.3% | — | 566 | +4,600 | New | Q4 2025 | Feb 12, 2026 |
| Vise Technologies, Inc. | History | Added to | 4,595 | 1,446 | 0.03% | 0.02% | 567 | +2,478 | 117.05% | Q4 2025 | Feb 11, 2026 |
| Life Planning Partners, Inc | History | Reduced | 4,594 | 1,446 | 1.11% | 1.39% | 568 | -1,584 | -25.64% | Q4 2025 | Jan 16, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | New | 4,580 | 1,441 | 0.19% | — | 569 | +4,580 | New | Q4 2025 | Feb 04, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | New | 4,571 | 1,438 | 0.09% | — | 570 | +4,571 | New | Q4 2025 | Feb 17, 2026 |
| GREENLEAF TRUST | History | No change | 4,541 | 1,429 | 0.01% | 0.01% | 571 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| GenTrust, LLC | History | No change | 4,532 | 1,426 | 0.06% | 0.06% | 572 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| DUTCH ASSET Corp | History | New | 4,513 | 1,421 | 1.09% | — | 573 | +4,513 | New | Q4 2025 | Mar 11, 2026 |
| Next Capital Management LLC | History | No change | 4,509 | 1,419 | 0.45% | 0.46% | 574 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Carnegie Investment Counsel | History | Added to | 4,499 | 1,416 | 0.03% | 0.02% | 575 | +903 | 25.11% | Q4 2025 | Jan 23, 2026 |
| FAS Wealth Partners, Inc. | History | Added to | 4,495 | 1,414 | 0.09% | 0.09% | 576 | +16 | 0.36% | Q4 2025 | Feb 18, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | No change | 4,481 | 1,410 | 0.4% | 0.43% | 577 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Cedarwood Wealth LLC | History | New | 4,398 | 1,404 | 1.56% | — | 578 | +4,398 | New | Q4 2025 | Mar 05, 2026 |
| ANCHOR CAPITAL ADVISORS LLC | History | No change | 4,451 | 1,401 | 0.04% | 0.04% | 579 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Nicholas Hoffman & Company, LLC. | History | Added to | 4,438 | 1,397 | 0.03% | 0.03% | 580 | +231 | 5.49% | Q4 2025 | Feb 02, 2026 |
| Berkshire Money Management, Inc. | History | New | 4,420 | 1,391 | 0.13% | — | 581 | +4,420 | New | Q4 2025 | Jan 27, 2026 |
| MontVue Capital Management, Inc. | History | No change | 4,407 | 1,387 | 0.92% | 0.91% | 582 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Sigma Planning Corp | History | Reduced | 4,389 | 1,381 | 0.04% | 0.04% | 583 | -273 | -5.86% | Q4 2025 | Jan 30, 2026 |
| Ted Buchan & Co | History | Added to | 4,386 | 1,380 | 0.51% | 0.42% | 584 | +897 | 25.71% | Q4 2025 | Feb 11, 2026 |
| STUDIO INVESTMENT MANAGEMENT LLC | History | Added to | 4,324 | 1,361 | 0.25% | 0.2% | 585 | +872 | 25.26% | Q4 2025 | Feb 09, 2026 |
| Bell Investment Advisors, Inc | History | Reduced | 4,310 | 1,356 | 0.21% | 0.23% | 586 | -226 | -4.98% | Q4 2025 | Feb 24, 2026 |
| Arax Advisory Partners | History | New | 4,304 | 1,354 | 0.04% | — | 587 | +4,304 | New | Q4 2025 | Feb 13, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | Reduced | 4,300 | 1,353 | 0.01% | 0.01% | 588 | -700 | -14.0% | Q4 2025 | Feb 09, 2026 |
| Maridea Wealth Management LLC | History | Reduced | 4,294 | 1,351 | 0.2% | 0.22% | 589 | -300 | -6.53% | Q4 2025 | Jan 08, 2026 |
| Rodgers & Associates, LTD | History | No change | 4,237 | 1,333 | 0.13% | 0.13% | 590 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Tenzing Financial LLC | History | New | 4,191 | 1,319 | 1.07% | — | 591 | +4,191 | New | Q4 2025 | Feb 13, 2026 |
| Advisors Capital Management, LLC | History | Added to | 4,159 | 1,309 | 0.02% | 0.01% | 592 | +314 | 8.17% | Q4 2025 | Jan 29, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Reduced | 4,156 | 1,308 | 0.29% | 0.32% | 593 | -163 | -3.77% | Q4 2025 | Jan 09, 2026 |
| Fortis Capital Management LLC | History | Added to | 4,148 | 1,305 | 0.17% | 0.18% | 594 | +35 | 0.85% | Q4 2025 | Feb 13, 2026 |
| PACIFIC FINANCIAL GROUP INC | History | No change | 4,126 | 1,298 | 0.72% | 0.94% | 595 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | History | Added to | 4,084 | 1,297 | 0.19% | 0.2% | 596 | +92 | 2.3% | Q4 2025 | Feb 11, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Reduced | 4,115 | 1,295 | 0.02% | 0.02% | 597 | -311 | -7.03% | Q4 2025 | Feb 09, 2026 |
| FSM Wealth Advisors, LLC | History | Added to | 4,116 | 1,295 | 0.18% | 0.18% | 599 | +18 | 0.44% | Q4 2025 | Jan 23, 2026 |
| Pachira Investments Inc. | History | Added to | 4,116 | 1,295 | 0.63% | 0.71% | 598 | +13 | 0.32% | Q4 2025 | Feb 02, 2026 |
| LEE DANNER & BASS INC | History | Reduced | 4,089 | 1,287 | 0.09% | 0.09% | 600 | -50 | -1.21% | Q4 2025 | Jan 29, 2026 |
| ATALANTA SOSNOFF CAPITAL, LLC | History | Added to | 4,002 | 1,259 | 0.02% | 0.01% | 601 | +1,855 | 86.4% | Q4 2025 | Feb 13, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Added to | 3,951 | 1,243 | 0.04% | 0.04% | 602 | +49 | 1.26% | Q4 2025 | Jan 30, 2026 |
| FIDUCIARY ADVISORS, INC. | History | Added to | 3,918 | 1,233 | 0.94% | 0.97% | 603 | +20 | 0.51% | Q4 2025 | Jan 27, 2026 |
| American Money Management, LLC | History | Reduced | 3,861 | 1,215 | 0.19% | 0.2% | 604 | -106 | -2.67% | Q4 2025 | Feb 10, 2026 |
| Aspen Investment Management Inc | History | Added to | 3,833 | 1,207 | 0.36% | 0.21% | 605 | +2,100 | 121.18% | Q4 2025 | Feb 06, 2026 |
| David J Yvars Group | History | Reduced | 3,801 | 1,196 | 0.64% | 0.64% | 607 | -67 | -1.73% | Q4 2025 | Jan 12, 2026 |
| Seven Post Investment Office LP | History | No change | 3,800 | 1,196 | 0.43% | 0.42% | 606 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Wescott Financial Advisory Group, LLC | History | Added to | 3,786 | 1,191 | 0.1% | 0.1% | 608 | +18 | 0.48% | Q4 2025 | Feb 12, 2026 |
| True North Advisors, LLC | History | New | 3,729 | 1,173 | 0.15% | — | 609 | +3,729 | New | Q4 2025 | Jan 22, 2026 |
| Aspen Wealth Management LLC | History | Added to | 3,723 | 1,171 | 0.25% | 0.25% | 610 | +20 | 0.54% | Q4 2025 | Jan 05, 2026 |
| Madrid Wealth Management, LLC | History | New | 3,717 | 1,170 | 0.95% | — | 611 | +3,717 | New | Q4 2025 | Feb 02, 2026 |
| Abacus Planning Group, Inc. | History | Reduced | 3,712 | 1,168 | 0.16% | 0.16% | 612 | -79 | -2.08% | Q4 2025 | Jan 16, 2026 |
| Austin Wealth Management, LLC | History | Reduced | 3,650 | 1,161 | 0.17% | 0.26% | 613 | -1,766 | -32.61% | Q4 2025 | Jan 26, 2026 |
| ENTREWEALTH, LLC | History | Reduced | 3,650 | 1,159 | 0.52% | 0.86% | 614 | -1,766 | -32.61% | Q4 2025 | Feb 13, 2026 |
| Lutz Financial Services LLC | History | Added to | 3,674 | 1,156 | 0.08% | 0.08% | 615 | +49 | 1.35% | Q4 2025 | Feb 06, 2026 |
| Tranquility Partners, LLC | History | Reduced | 3,661 | 1,152 | 0.41% | 0.38% | 616 | -30 | -0.81% | Q4 2025 | Feb 03, 2026 |
| Berkeley Capital Partners, LLC | History | Reduced | 3,655 | 1,150 | 0.27% | 0.27% | 618 | -66 | -1.77% | Q4 2025 | Feb 05, 2026 |
| Clark Capital Management Group, Inc. | History | No change | 3,654 | 1,150 | 0.01% | 0.01% | 617 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Grandview Asset Management LLC | History | Reduced | 3,624 | 1,140 | 0.31% | 0.33% | 619 | -181 | -4.76% | Q4 2025 | Jan 26, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 3,619 | 1,139 | 0.01% | 0.01% | 620 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | History | Added to | 3,607 | 1,135 | 0.33% | 0.32% | 621 | +20 | 0.56% | Q4 2025 | Feb 12, 2026 |
| UNIQUE WEALTH, LLC | History | Reduced | 3,598 | 1,132 | 0.16% | 0.17% | 622 | -206 | -5.42% | Q4 2025 | Jan 06, 2026 |
| Core Wealth Advisors, Inc. | History | No change | 3,580 | 1,126 | 0.29% | 0.29% | 623 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| High Net Worth Advisory Group LLC | History | Added to | 3,533 | 1,112 | 0.26% | 0.26% | 624 | +76 | 2.2% | Q4 2025 | Jan 23, 2026 |
| LIBERTY SQUARE WEALTH PARTNERS LLC | History | No change | 3,516 | 1,106 | 0.32% | 0.33% | 625 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | Reduced | 3,513 | 1,105 | 0.16% | 0.17% | 626 | -35 | -0.99% | Q4 2025 | Feb 03, 2026 |
| Plum Street Advisors, LLC | History | No change | 3,510 | 1,104 | 0.39% | 0.42% | 627 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| KIRTLAND HILLS CAPITAL MANAGEMENT, LLC | History | No change | 3,489 | 1,098 | 0.38% | 0.42% | 628 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 3,479 | 1,095 | 0.04% | 0.03% | 629 | +55 | 1.61% | Q4 2025 | Jan 09, 2026 |
| KWMG, LLC | History | No change | 3,477 | 1,094 | 0.09% | 0.09% | 630 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | New | 3,466 | 1,091 | 0.18% | — | 632 | +3,466 | New | Q4 2025 | Feb 12, 2026 |
| Marshall Financial Group, LLC | History | Added to | 3,467 | 1,091 | 0.21% | 0.21% | 631 | +18 | 0.52% | Q4 2025 | Jan 09, 2026 |
| WealthTrust Asset Management, LLC | History | Reduced | 3,459 | 1,088 | 0.76% | 0.75% | 633 | -51 | -1.45% | Q4 2025 | Feb 04, 2026 |
| Morton Capital Management LLC/CA | History | No change | 3,445 | 1,084 | 0.17% | 0.17% | 634 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Added to | 3,442 | 1,083 | 0.14% | 0.15% | 635 | +2 | 0.06% | Q4 2025 | Feb 04, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Added to | 3,437 | 1,082 | 0.01% | 0.01% | 636 | +17 | 0.5% | Q4 2025 | Feb 13, 2026 |
| Oakworth Capital, Inc. | History | No change | 3,435 | 1,081 | 0.06% | 0.06% | 637 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Interchange Capital Partners, LLC | History | No change | 3,425 | 1,078 | 0.2% | 0.21% | 638 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| BURLING WEALTH PARTNERS, LLC | History | Added to | 3,411 | 1,073 | 0.17% | 0.13% | 639 | +835 | 32.41% | Q4 2025 | Feb 06, 2026 |
| Spire Wealth Management | History | Added to | 3,385 | 1,065 | 0.04% | 0.04% | 640 | +7 | 0.21% | Q4 2025 | Jan 14, 2026 |
| Trivium Point Advisory, LLC | History | Reduced | 3,356 | 1,056 | 0.11% | 0.11% | 641 | -29 | -0.86% | Q4 2025 | Jan 26, 2026 |
| Essex Bank | History | Added to | 3,349 | 1,054 | 0.23% | 0.05% | 642 | +2,652 | 380.49% | Q4 2025 | Feb 02, 2026 |
| Golden Bell Financial Planning LLC | History | Reduced | 3,347 | 1,053 | 0.88% | 0.96% | 643 | -260 | -7.21% | Q4 2025 | Feb 03, 2026 |
| KW WEALTH MANAGEMENT LLC | History | Added to | 3,330 | 1,048 | 1.59% | 1.72% | 644 | +46 | 1.4% | Q4 2025 | Feb 25, 2026 |
| Essex Financial Services, Inc. | History | Added to | 3,308 | 1,041 | 0.06% | 0.06% | 645 | +130 | 4.09% | Q4 2025 | Feb 10, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 3,297 | 1,037 | 0.02% | 0.02% | 646 | -100 | -2.94% | Q4 2025 | Jan 27, 2026 |
| Breakwater Investment Management | History | No change | 3,280 | 1,032 | 0.37% | 0.37% | 647 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Journey Beyond Wealth, LLC | History | Added to | 3,259 | 1,025 | 0.82% | 0.82% | 648 | +1 | 0.03% | Q4 2025 | Jan 23, 2026 |
| BSW Wealth Partners | History | No change | 3,250 | 1,023 | 0.12% | 0.12% | 649 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Slow Capital, Inc. | History | Reduced | 3,245 | 1,021 | 0.12% | 0.12% | 650 | -98 | -2.93% | Q4 2025 | Jan 26, 2026 |
| PENNINGTON PARTNERS & CO., LLC | History | Reduced | 3,226 | 1,015 | 0.41% | 0.48% | 651 | -30 | -0.92% | Q4 2025 | Feb 17, 2026 |
| Strathmore Capital Advisors, Inc. | History | New | 3,190 | 1,004 | 0.33% | — | 652 | +3,190 | New | Q4 2025 | Feb 13, 2026 |
| Balboa Wealth Partners | History | Added to | 3,187 | 1,003 | 0.17% | 0.16% | 653 | +89 | 2.87% | Q4 2025 | Jan 16, 2026 |
| Sendero Wealth Management, LLC | History | No change | 3,185 | 1,002 | 0.11% | 0.11% | 654 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Keystone Financial Group | History | No change | 3,163 | 995 | 0.07% | 0.07% | 655 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | Reduced | 3,152 | 992 | 0.11% | 0.11% | 656 | -17 | -0.54% | Q4 2025 | Jan 14, 2026 |
| PRIMORIS WEALTH ADVISORS, LLC | History | No change | 3,153 | 992 | 0.59% | 0.62% | 657 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Mayflower Financial Advisors, LLC | History | Added to | 3,145 | 990 | 0.12% | 0.11% | 658 | +181 | 6.11% | Q4 2025 | Jan 13, 2026 |
| Farmers National Bank | History | New | 3,109 | 978 | 0.22% | — | 659 | +3,109 | New | Q4 2025 | Mar 12, 2026 |
| Atwater Malick LLC | History | No change | 3,098 | 975 | 0.27% | 0.28% | 660 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 3,090 | 972 | 0.03% | 0.04% | 661 | -284 | -8.42% | Q4 2025 | Jan 12, 2026 |
| BWM Planning, LLC | History | Reduced | 3,083 | 970 | 0.26% | 0.4% | 662 | -1,304 | -29.72% | Q4 2025 | Jan 14, 2026 |
| Stratos Investment Management, LLC | History | Added to | 3,076 | 968 | 0.04% | 0.04% | 663 | +3 | 0.1% | Q4 2025 | Jan 20, 2026 |
| NorthRock Partners, LLC | History | Added to | 3,074 | 967 | 0.02% | 0.01% | 664 | +974 | 46.38% | Q4 2025 | Feb 17, 2026 |
| Red Door Wealth Management, LLC | History | Added to | 3,068 | 965 | 0.1% | 0.1% | 665 | +12 | 0.39% | Q4 2025 | Jan 20, 2026 |
| Daybright Advisory Services, Inc. | History | New | 3,055 | 961 | 0.26% | — | 666 | +3,055 | New | Q4 2025 | Feb 12, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Added to | 3,051 | 960 | 0.03% | 0.03% | 667 | +57 | 1.9% | Q4 2025 | Feb 13, 2026 |
| Walkner Condon Financial Advisors LLC | History | Reduced | 3,048 | 959 | 0.13% | 0.15% | 668 | -2 | -0.07% | Q4 2025 | Jan 21, 2026 |
| Root Financial Partners, LLC | History | Added to | 3,036 | 955 | 0.05% | 0.06% | 669 | +106 | 3.62% | Q4 2025 | Feb 10, 2026 |
| RCS Financial Planning, LLC | History | No change | 3,027 | 952 | 0.41% | 0.41% | 670 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | No change | 3,011 | 947 | 0.02% | 0.02% | 671 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Jacobi Capital Management LLC | History | No change | 3,009 | 947 | 0.05% | 0.06% | 672 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Compass Ion Advisors, LLC | History | No change | 2,994 | 942 | 0.09% | 0.09% | 673 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Astoria Strategic Wealth, Inc. | History | No change | 2,965 | 933 | 0.23% | 0.23% | 674 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Verdence Capital Advisors LLC | History | Added to | 2,953 | 929 | 0.05% | 0.05% | 675 | +6 | 0.2% | Q4 2025 | Jan 29, 2026 |
| Madison Wealth Partners, Inc | History | Added to | 2,954 | 929 | 0.17% | 0.18% | 676 | +2 | 0.07% | Q4 2025 | Feb 10, 2026 |
| Fee-Only Financial Planning, L.C. | History | No change | 2,925 | 920 | 0.54% | 0.53% | 677 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Western Wealth Management, LLC | History | Reduced | 2,913 | 916 | 0.04% | 0.06% | 678 | -609 | -17.29% | Q4 2025 | Feb 05, 2026 |
| GEN Financial Management, INC. | History | Reduced | 2,904 | 914 | 0.58% | 0.86% | 679 | -317 | -9.84% | Q4 2025 | Jan 15, 2026 |
| Breakwater Capital Group | History | No change | 2,879 | 906 | 0.13% | 0.13% | 680 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Opus Capital Group, LLC | History | Reduced | 2,862 | 901 | 0.1% | 0.1% | 681 | -4 | -0.14% | Q4 2025 | Jan 30, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | New | 2,846 | 895 | 0.11% | — | 683 | +2,846 | New | Q4 2025 | Jan 27, 2026 |
| Fortis Capital Advisors, LLC | History | Reduced | 2,846 | 895 | 0.13% | 0.14% | 682 | -25 | -0.87% | Q4 2025 | Jan 27, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Reduced | 2,840 | 894 | 0.1% | 0.1% | 684 | -95 | -3.24% | Q4 2025 | Feb 18, 2026 |
| Clarity Capital Advisors, LLC | History | Added to | 2,828 | 890 | 0.44% | 0.47% | 685 | +15 | 0.53% | Q4 2025 | Feb 11, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 2,807 | 883 | 0.01% | 0.01% | 686 | +185 | 7.06% | Q4 2025 | Feb 10, 2026 |
| Values Added Financial LLC | History | No change | 2,801 | 881 | 0.37% | 0.38% | 687 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Essex LLC | History | Reduced | 2,787 | 877 | 0.16% | 0.16% | 688 | -144 | -4.91% | Q4 2025 | Jan 20, 2026 |
| Legacy Edge Advisors, LLC | History | New | 2,781 | 875 | 0.1% | — | 689 | +2,781 | New | Q4 2025 | Feb 02, 2026 |
| TRAPHAGEN INVESTMENT ADVISORS LLC | History | Added to | 2,773 | 872 | 0.07% | 0.07% | 690 | +1 | 0.04% | Q4 2025 | Jan 27, 2026 |
| Coastline Trust Co | History | Reduced | 2,763 | 869 | 0.08% | 0.09% | 691 | -13 | -0.47% | Q4 2025 | Jan 05, 2026 |
| Meridian Wealth Advisors, LLC | History | No change | 2,750 | 865 | 0.12% | 0.12% | 692 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| City State Bank | History | Added to | 2,743 | 863 | 0.24% | 0.21% | 693 | +388 | 16.48% | Q4 2025 | Jan 28, 2026 |
| TRUST CO OF VERMONT | History | No change | 2,730 | 859 | 0.04% | 0.04% | 694 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| CGC Financial Services, LLC | History | No change | 2,731 | 859 | 0.23% | 0.23% | 695 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Added to | 2,727 | 858 | 0.01% | 0.01% | 696 | +121 | 4.64% | Q4 2025 | Feb 12, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 2,717 | 855 | 0.01% | 0.01% | 697 | +11 | 0.41% | Q4 2025 | Jan 22, 2026 |
| BAILARD, INC. | History | No change | 2,710 | 853 | 0.02% | 0.02% | 698 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 2,679 | 843 | 0.02% | 0.02% | 699 | +386 | 16.83% | Q4 2025 | Feb 02, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Added to | 2,646 | 832 | 0.02% | 0.02% | 700 | +506 | 23.64% | Q4 2025 | Feb 03, 2026 |
| Goldstein Advisors, LLC | History | No change | 2,628 | 827 | 0.09% | 0.1% | 701 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Rockwood Wealth Management, LLC | History | Reduced | 2,610 | 821 | 0.06% | 0.07% | 702 | -80 | -2.97% | Q4 2025 | Jan 29, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 2,599 | 818 | 0.0% | 0.0% | 703 | -1,523 | -36.95% | Q4 2025 | Feb 17, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | Added to | 2,551 | 817 | 0.06% | 0.06% | 704 | +165 | 6.92% | Q4 2025 | Feb 13, 2026 |
| STEVENS CAPITAL PARTNERS | History | Reduced | 2,595 | 816 | 0.21% | 0.24% | 705 | -37 | -1.41% | Q4 2025 | Jan 27, 2026 |
| LPWM LLC | History | Added to | 2,591 | 815 | 0.21% | 0.21% | 706 | +13 | 0.5% | Q4 2025 | Jan 06, 2026 |
| ANDERSON HOAGLAND & CO | History | No change | 2,584 | 813 | 0.07% | 0.07% | 707 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| CGN Advisors LLC | History | Added to | 2,573 | 809 | 0.06% | 0.06% | 708 | +274 | 11.92% | Q4 2025 | Jan 05, 2026 |
| Embree Financial Group | History | No change | 2,572 | 809 | 0.1% | 0.11% | 709 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| RDA Financial Network | History | Added to | 2,568 | 808 | 0.19% | 0.18% | 710 | +180 | 7.54% | Q4 2025 | Jan 06, 2026 |
| Bay Capital Advisors, LLC | History | Added to | 2,569 | 808 | 0.49% | 0.51% | 711 | +4 | 0.16% | Q4 2025 | Jan 16, 2026 |
| Apollon Financial, LLC | History | No change | 2,563 | 806 | 0.12% | 0.13% | 712 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Sovran Advisors, LLC | History | Reduced | 2,525 | 805 | 0.07% | 0.07% | 713 | -7 | -0.28% | Q4 2025 | Jan 20, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 2,532 | 804 | 0.07% | 0.07% | 714 | +54 | 2.18% | Q4 2025 | Jan 28, 2026 |
| Peak Retirement Planning, Inc. | History | Added to | 2,547 | 801 | 0.19% | 0.12% | 716 | +1,139 | 80.89% | Q4 2025 | Feb 10, 2026 |
| Arista Wealth Management, LLC | History | No change | 2,546 | 801 | 0.1% | 0.1% | 715 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| WEALTH ALLIANCE, LLC | History | Reduced | 2,539 | 799 | 0.08% | 0.08% | 717 | -25 | -0.98% | Q4 2025 | Feb 13, 2026 |
| SMI Advisory Services, LLC | History | Reduced | 2,468 | 791 | 0.14% | 0.16% | 718 | -190 | -7.15% | Q4 2025 | Jan 13, 2026 |
| COZAD ASSET MANAGEMENT INC | History | Added to | 2,483 | 781 | 0.06% | 0.06% | 719 | +22 | 0.89% | Q4 2025 | Feb 13, 2026 |
| Amicus Financial Advisors, LLC | History | New | 2,476 | 779 | 0.22% | — | 720 | +2,476 | New | Q4 2025 | Mar 02, 2026 |
| FF Advisors,LLC | History | No change | 2,471 | 777 | 0.35% | 0.36% | 721 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Tradewinds, LLC. | History | Reduced | 2,465 | 776 | 0.19% | 0.19% | 722 | -11 | -0.44% | Q4 2025 | Feb 13, 2026 |
| EVERPAR ADVISORS LLC | History | No change | 2,450 | 771 | 0.29% | 0.3% | 723 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| XY Planning Network, Inc. | History | Reduced | 2,418 | 761 | 0.13% | 0.24% | 724 | -51 | -2.07% | Q4 2025 | Jan 26, 2026 |
| McDonough Capital Management, Inc | History | No change | 2,418 | 761 | 0.37% | 0.37% | 725 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| ADVISORTRUST PARTNERS, LLC | History | New | 2,416 | 760 | 0.33% | — | 726 | +2,416 | New | Q4 2025 | Mar 10, 2026 |
| DEFINE FINANCIAL, LLC | History | Added to | 2,402 | 756 | 0.43% | 0.44% | 727 | +13 | 0.54% | Q4 2025 | Jan 13, 2026 |
| Fullerton Advisors, LLC | History | New | 2,397 | 754 | 0.75% | — | 728 | +2,397 | New | Q4 2025 | Feb 02, 2026 |
| Keystone Wealth Services, LLC | History | Added to | 2,386 | 751 | 0.16% | 0.15% | 729 | +80 | 3.47% | Q4 2025 | Jan 26, 2026 |
| Piscataqua Savings Bank | History | New | 2,377 | 748 | 0.52% | — | 730 | +2,377 | New | Q4 2025 | Jan 16, 2026 |
| Select Asset Management & Trust | History | No change | 2,365 | 745 | 0.23% | 0.22% | 731 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Braun-Bostich & Associates Inc. | History | No change | 2,360 | 742 | 0.46% | 0.46% | 732 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Bensler, LLC | History | No change | 2,358 | 742 | 0.07% | 0.08% | 733 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| United Asset Strategies, Inc. | History | Added to | 2,355 | 741 | 0.06% | 0.06% | 734 | +13 | 0.56% | Q4 2025 | Jan 28, 2026 |
| Venturi Wealth Management, LLC | History | Reduced | 2,348 | 738 | 0.03% | 0.04% | 735 | -242 | -9.34% | Q4 2025 | Jan 22, 2026 |
| Hardy Reed LLC | History | Reduced | 2,323 | 731 | 0.05% | 0.06% | 736 | -120 | -4.91% | Q4 2025 | Feb 06, 2026 |
| StoneX Group Inc. | History | Added to | 2,313 | 728 | 0.03% | 0.01% | 737 | +1,268 | 121.34% | Q4 2025 | Feb 12, 2026 |
| Beacon Financial Strategies CORP | History | No change | 2,306 | 725 | 0.4% | 0.42% | 738 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| AWM CAPITAL, LLC | History | No change | 2,296 | 722 | 0.07% | 0.06% | 739 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 2,283 | 720 | 0.01% | 0.01% | 740 | +355 | 18.41% | Q4 2025 | Feb 02, 2026 |
| SHUFRO ROSE & CO LLC | History | New | 2,280 | 717 | 0.05% | — | 741 | +2,280 | New | Q4 2025 | Feb 09, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 2,274 | 715 | 0.02% | 0.02% | 742 | +8 | 0.35% | Q4 2025 | Jan 23, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 2,263 | 712 | 0.03% | 0.03% | 743 | +115 | 5.35% | Q4 2025 | Feb 17, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 2,219 | 709 | 0.03% | 0.04% | 745 | +111 | 5.27% | Q4 2025 | Feb 03, 2026 |
| Brookstone Capital Management | History | Reduced | 2,253 | 709 | 0.01% | 0.01% | 744 | -52 | -2.26% | Q4 2025 | Jan 15, 2026 |
| Winthrop Advisory Group LLC | History | Added to | 2,240 | 705 | 0.06% | 0.06% | 746 | +5 | 0.22% | Q4 2025 | Jan 21, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 2,236 | 704 | 0.01% | 0.01% | 747 | -55 | -2.4% | Q4 2025 | Feb 05, 2026 |
| Glen Eagle Advisors, LLC | History | Added to | 2,236 | 703 | 0.1% | 0.09% | 748 | +167 | 8.07% | Q4 2025 | Feb 13, 2026 |
| WealthPlan Investment Management, LLC | History | Added to | 2,229 | 701 | 0.04% | 0.03% | 749 | +798 | 55.77% | Q4 2025 | Feb 05, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Reduced | 2,222 | 699 | 0.01% | 0.01% | 750 | -138 | -5.85% | Q4 2025 | Jan 28, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | No change | 2,223 | 699 | 0.02% | 0.02% | 751 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| NOVARE CAPITAL MANAGEMENT LLC | History | Reduced | 2,208 | 695 | 0.05% | 0.05% | 753 | -124 | -5.32% | Q4 2025 | Feb 05, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 2,210 | 695 | 0.01% | 0.01% | 752 | +7 | 0.32% | Q4 2025 | Feb 04, 2026 |
| HM PAYSON & CO | History | No change | 2,199 | 692 | 0.01% | 0.01% | 754 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| NORDEN GROUP LLC | History | Reduced | 2,183 | 687 | 0.07% | 0.09% | 755 | -569 | -20.68% | Q4 2025 | Jan 13, 2026 |
| Bernardo Wealth Planning LLC | History | No change | 2,160 | 679 | 0.13% | 0.13% | 756 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| One Wealth Advisors, LLC | History | Reduced | 2,154 | 678 | 0.08% | 0.08% | 757 | -12 | -0.55% | Q4 2025 | Feb 02, 2026 |
| Crescent Sterling, Ltd. | History | Reduced | 2,150 | 676 | 0.69% | 0.78% | 758 | -250 | -10.42% | Q4 2025 | Jan 07, 2026 |
| Western Financial Corp/CA | History | Reduced | 2,146 | 675 | 0.27% | 0.34% | 760 | -428 | -16.63% | Q4 2025 | Jan 21, 2026 |
| Bank OZK | History | No change | 2,147 | 675 | 0.24% | 0.23% | 759 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Ariadne Wealth Management, LP | History | No change | 2,158 | 675 | 0.28% | 0.3% | 761 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Cypress Capital Group | History | New | 2,131 | 670 | 0.08% | — | 762 | +2,131 | New | Q4 2025 | Feb 11, 2026 |
| CATHY PARETO & ASSOCIATES, INC | History | Reduced | 2,125 | 669 | 0.46% | 0.51% | 763 | -66 | -3.01% | Q4 2025 | Jan 23, 2026 |
| Mason Investment Advisory Services, Inc. | History | Reduced | 2,125 | 668 | 0.03% | 0.03% | 764 | -76 | -3.45% | Q4 2025 | Feb 12, 2026 |
| Darden Wealth Group Inc | History | No change | 2,121 | 667 | 0.32% | 0.34% | 765 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Pine Harbor Wealth Management, LLC | History | No change | 2,118 | 666 | 0.2% | 0.21% | 766 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | History | Added to | 2,113 | 665 | 0.04% | 0.03% | 767 | +824 | 63.93% | Q4 2025 | Feb 05, 2026 |
| Rinkey Investments | History | No change | 2,110 | 664 | 0.17% | 0.17% | 768 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Avant Capital LLC | History | Added to | 2,107 | 663 | 0.46% | 0.38% | 769 | +372 | 21.44% | Q4 2025 | Feb 13, 2026 |
| Briggs Wealth Management, Inc | History | New | 2,090 | 657 | 0.71% | — | 771 | +2,090 | New | Q4 2025 | Feb 19, 2026 |
| Evolution Advisers, Inc. | History | Added to | 2,087 | 657 | 0.28% | 0.25% | 770 | +302 | 16.92% | Q4 2025 | Jan 23, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Reduced | 2,057 | 647 | 0.09% | 0.1% | 772 | -82 | -3.83% | Q4 2025 | Jan 23, 2026 |
| Relyea Zuckerberg Hanson LLC | History | Added to | 2,056 | 647 | 0.07% | 0.07% | 773 | +2 | 0.1% | Q4 2025 | Jan 20, 2026 |
| Oldfather Financial Services, LLC | History | Added to | 2,041 | 642 | 0.19% | 0.18% | 774 | +160 | 8.51% | Q4 2025 | Jan 16, 2026 |
| Advantage Trust Co | History | No change | 2,040 | 642 | 0.29% | 0.28% | 775 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| True Link Financial Advisors, LLC | History | New | 2,038 | 641 | 0.04% | — | 777 | +2,038 | New | Q4 2025 | Jan 29, 2026 |
| Quartz Partners, LLC | History | No change | 2,037 | 641 | 0.24% | 0.23% | 776 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Rezny Wealth Management, Inc. | History | No change | 2,035 | 640 | 0.13% | 0.13% | 778 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Diversified Trust Co | History | New | 2,033 | 639 | 0.01% | — | 779 | +2,033 | New | Q4 2025 | Jan 09, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 2,033 | 639 | 0.02% | 0.02% | 780 | -272 | -11.8% | Q4 2025 | Feb 13, 2026 |
| PETTYJOHN, WOOD & WHITE, INC | History | Reduced | 2,024 | 637 | 0.1% | 0.11% | 781 | -59 | -2.83% | Q4 2025 | Feb 11, 2026 |
| PFG Investments, LLC | History | Added to | 2,019 | 635 | 0.03% | 0.03% | 783 | +2 | 0.1% | Q4 2025 | Jan 26, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | No change | 2,019 | 635 | 0.02% | 0.02% | 782 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Coquina Private Wealth LLC | History | New | 2,016 | 634 | 0.51% | — | 784 | +2,016 | New | Q4 2025 | Jan 29, 2026 |
| Envision Financial LLC | History | Added to | 1,996 | 628 | 0.33% | 0.35% | 785 | +7 | 0.35% | Q4 2025 | Jan 07, 2026 |
| TSA Wealth Managment LLC | History | Reduced | 1,989 | 626 | 0.21% | 0.21% | 786 | -31 | -1.53% | Q4 2025 | Jan 22, 2026 |
| TruWealth Advisors, LLC | History | Reduced | 1,984 | 624 | 0.03% | 0.03% | 787 | -30 | -1.49% | Q4 2025 | Jan 07, 2026 |
| Bridgewater Advisors Inc. | History | No change | 1,975 | 623 | 0.04% | 0.04% | 788 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Portland Financial Advisors Inc | History | Reduced | 1,971 | 620 | 1.32% | 1.45% | 789 | -235 | -10.65% | Q4 2025 | Feb 06, 2026 |
| WATERS PARKERSON & CO., LLC | History | Added to | 1,966 | 618 | 0.03% | 0.02% | 790 | +322 | 19.59% | Q4 2025 | Feb 12, 2026 |
| Kovack Advisors, Inc. | History | Added to | 1,959 | 616 | 0.03% | 0.05% | 791 | +118 | 6.41% | Q4 2025 | Feb 17, 2026 |
| Beckerman Institutional, LLC | History | No change | 1,957 | 616 | 0.35% | 0.35% | 792 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Karnit Road Accident Victims Compensation Fund | History | New | 1,950 | 613 | 0.35% | — | 793 | +1,950 | New | Q4 2025 | Feb 17, 2026 |
| Charter Oak Capital Management, LLC | History | Reduced | 1,935 | 609 | 0.05% | 0.05% | 795 | -20 | -1.02% | Q4 2025 | Jan 23, 2026 |
| Regal Investment Advisors LLC | History | Reduced | 1,935 | 609 | 0.04% | 0.04% | 794 | -14 | -0.72% | Q4 2025 | Feb 17, 2026 |
| Foster Group, Inc. | History | Added to | 1,927 | 606 | 0.02% | 0.02% | 796 | +13 | 0.68% | Q4 2025 | Jan 12, 2026 |
| LongView Wealth Management | History | Reduced | 1,878 | 602 | 0.15% | 0.16% | 797 | -8 | -0.42% | Q4 2025 | Jan 13, 2026 |
| PUREfi Wealth, LLC | History | No change | 1,913 | 602 | 0.46% | 0.45% | 798 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Sowell Financial Services LLC | History | Added to | 1,908 | 600 | 0.02% | 0.02% | 799 | +13 | 0.69% | Q4 2025 | Jan 21, 2026 |
| VISTA INVESTMENT MANAGEMENT | History | No change | 1,900 | 598 | 0.2% | 0.2% | 800 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |