iSHARES TRUST - AGG
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 21 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 138,558,797 | 13,839,252 | 8.44% | 9.81% | 1 | -5,358,824 | -3.72% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 84,760,819 | 8,465,912 | 2.63% | 2.55% | 2 | +5,514,115 | 6.96% | Q4 2025 | Feb 18, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 60,790,726 | 6,071,777 | 1.11% | 1.22% | 3 | -3,055,009 | -4.78% | Q4 2025 | Feb 13, 2026 |
| BlackRock, Inc. | History | Added to | 54,212,016 | 5,414,696 | 0.09% | 0.09% | 4 | +331,751 | 0.62% | Q4 2025 | Feb 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 53,737,402 | 5,367,291 | 0.39% | 0.32% | 5 | +7,411,242 | 16.0% | Q4 2025 | Feb 17, 2026 |
| US BANCORP \DE\ | History | Added to | 42,844,111 | 4,279,295 | 5.01% | 5.03% | 6 | +489,837 | 1.16% | Q4 2025 | Jan 30, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 36,259,568 | 3,621,605 | 5.52% | 5.56% | 7 | +3,032,433 | 9.13% | Q4 2025 | Feb 18, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 35,977,259 | 3,593,408 | 1.07% | 1.01% | 8 | +916,045 | 2.61% | Q4 2025 | Feb 10, 2026 |
| MORGAN STANLEY | History | Added to | 32,483,415 | 3,244,443 | 0.19% | 0.19% | 9 | +1,245,217 | 3.99% | Q4 2025 | Feb 13, 2026 |
| Betterment LLC | History | Added to | 26,255,484 | 2,622,398 | 5.0% | 4.87% | 10 | +1,687,004 | 6.87% | Q4 2025 | Feb 12, 2026 |
| NORTHERN TRUST CORP | History | Added to | 20,705,925 | 2,068,107 | 0.26% | 0.21% | 11 | +4,148,106 | 25.05% | Q4 2025 | Feb 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 19,621,070 | 1,962,495 | 2.66% | 2.74% | 12 | +1,507,215 | 8.32% | Q4 2025 | Jan 08, 2026 |
| Cetera Investment Advisers | History | Added to | 15,428,160 | 1,540,964 | 1.68% | 1.76% | 13 | +288,863 | 1.91% | Q4 2025 | Feb 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 14,820,833 | 1,479,958 | 0.33% | 0.36% | 14 | -686,200 | -4.43% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 14,394,617 | 1,437,734 | 0.18% | 0.18% | 15 | -415,971 | -2.81% | Q4 2025 | Mar 25, 2026 |
| LPL Financial LLC | History | Added to | 14,085,361 | 1,406,845 | 0.38% | 0.34% | 16 | +2,304,418 | 19.56% | Q4 2025 | Feb 11, 2026 |
| Acorns Advisers, LLC | History | Added to | 13,181,459 | 1,316,564 | 9.88% | 9.9% | 17 | +631,972 | 5.04% | Q4 2025 | Feb 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 12,335,314 | 1,232,051 | 0.08% | 0.07% | 18 | +716,579 | 6.17% | Q4 2025 | Feb 11, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 12,278,036 | 1,226,330 | 0.78% | 0.79% | 19 | +412,320 | 3.47% | Q4 2025 | Feb 10, 2026 |
| Mariner, LLC | History | Added to | 12,060,633 | 1,204,617 | 1.43% | 1.4% | 20 | +1,244,206 | 11.5% | Q4 2025 | Feb 13, 2026 |
| Arizona PSPRS Trust | History | Added to | 11,334,403 | 1,132,080 | 41.67% | 38.5% | 21 | +188,826 | 1.69% | Q4 2025 | Feb 11, 2026 |
| Creative Planning | History | Reduced | 10,644,543 | 1,063,176 | 0.76% | 0.92% | 22 | -1,325,568 | -11.07% | Q4 2025 | Feb 17, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 9,884,685 | 987,282 | 0.54% | 0.57% | 23 | +459,674 | 4.88% | Q4 2025 | Feb 06, 2026 |
| UBS Group AG | History | Added to | 9,407,380 | 939,609 | 0.15% | 0.15% | 24 | +37,943 | 0.4% | Q4 2025 | Jan 29, 2026 |
| FMR LLC | History | Reduced | 8,906,503 | 889,581 | 0.05% | 0.06% | 25 | -2,404,472 | -21.26% | Q4 2025 | Feb 17, 2026 |
| UNITED SERVICES AUTOMOBILE ASSOCIATION | History | Reduced | 8,726,963 | 871,649 | 55.17% | 63.95% | 26 | -400,000 | -4.38% | Q4 2025 | Feb 04, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Added to | 8,562,744 | 855,695 | 2.05% | 2.07% | 27 | +42,291 | 0.5% | Q4 2025 | Feb 11, 2026 |
| Johns Hopkins University | History | Reduced | 8,024,716 | 801,508 | 58.37% | 64.53% | 28 | -3,525,897 | -30.53% | Q4 2025 | Feb 17, 2026 |
| Cerity Partners LLC | History | Added to | 7,991,803 | 798,221 | 1.16% | 1.14% | 29 | +970,165 | 13.82% | Q4 2025 | Feb 11, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Added to | 7,986,037 | 797,645 | 8.72% | 8.13% | 30 | +842,458 | 11.79% | Q4 2025 | Feb 12, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 7,767,348 | 775,802 | 2.72% | 2.76% | 31 | +295,929 | 3.96% | Q4 2025 | Feb 06, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 7,640,520 | 763,135 | 1.02% | 0.99% | 32 | +313,094 | 4.27% | Q4 2025 | Feb 02, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 7,506,356 | 749,736 | 0.67% | 0.6% | 33 | +980,660 | 15.03% | Q4 2025 | Feb 13, 2026 |
| Constellation Investments, Inc. | History | Added to | 7,062,919 | 705,444 | 21.77% | 19.44% | 34 | +2,914,000 | 70.24% | Q4 2025 | Jan 21, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 6,765,176 | 675,705 | 0.1% | 0.12% | 35 | -465,797 | -6.44% | Q4 2025 | Feb 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 6,051,425 | 604,416 | 1.15% | 1.1% | 36 | +650,152 | 12.04% | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Added to | 5,898,786 | 589,170 | 0.1% | 0.1% | 37 | +308,642 | 5.52% | Q4 2025 | Feb 10, 2026 |
| MACKENZIE FINANCIAL CORP | History | Added to | 5,849,100 | 584,459 | 0.69% | 0.67% | 38 | +334,300 | 6.06% | Q4 2025 | Feb 18, 2026 |
| Members Trust Co | History | Added to | 5,489,896 | 548,330 | 17.89% | 18.09% | 39 | +3,180 | 0.06% | Q4 2025 | Jan 15, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 4,905,406 | 489,951 | 5.97% | 4.3% | 40 | +1,492,491 | 43.73% | Q4 2025 | Jan 21, 2026 |
| ROYAL BANK OF CANADA | History | New | 4,846,158 | 484,033 | 0.08% | — | 41 | +4,846,158 | New | Q4 2025 | Feb 17, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 4,831,227 | 482,542 | 2.96% | 2.95% | 42 | +232,809 | 5.06% | Q4 2025 | Jan 29, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 4,799,638 | 479,387 | 0.15% | 0.08% | 43 | +2,147,834 | 81.0% | Q4 2025 | Feb 17, 2026 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | History | Added to | 4,592,741 | 458,722 | 3.69% | 3.76% | 44 | +3,870 | 0.08% | Q4 2025 | Jan 27, 2026 |
| Mastercard Foundation Asset Management Corp | History | Reduced | 4,125,631 | 412,068 | 1.0% | 4.39% | 45 | -14,840,000 | -78.25% | Q4 2025 | Jan 23, 2026 |
| FACTORY MUTUAL INSURANCE CO | History | Added to | 4,096,000 | 409,108 | 4.15% | 3.67% | 46 | +340,577 | 9.07% | Q4 2025 | Jan 23, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 3,981,548 | 397,676 | 2.18% | 2.11% | 47 | +312,694 | 8.52% | Q4 2025 | Feb 12, 2026 |
| CITIGROUP INC | History | Added to | 3,783,170 | 377,863 | 0.17% | 0.16% | 48 | +248,864 | 7.04% | Q4 2025 | Feb 13, 2026 |
| SigFig Wealth Management, LLC | History | Added to | 3,638,668 | 363,447 | 10.83% | 10.77% | 49 | +165,505 | 4.77% | Q4 2025 | Jan 16, 2026 |
| SageView Advisory Group, LLC | History | Added to | 3,623,752 | 361,940 | 12.24% | 11.61% | 50 | +268,605 | 8.01% | Q4 2025 | Feb 17, 2026 |
| &PARTNERS | History | Added to | 3,444,118 | 346,386 | 1.81% | 2.02% | 51 | +314,559 | 10.05% | Q4 2025 | Feb 17, 2026 |
| JANUS HENDERSON GROUP PLC | History | Added to | 3,355,397 | 335,137 | 0.15% | 0.14% | 52 | +218,063 | 6.95% | Q4 2025 | Feb 17, 2026 |
| MASON STREET ADVISORS, LLC | History | Added to | 3,107,230 | 310,350 | 30.54% | 31.58% | 53 | +67,900 | 2.23% | Q4 2025 | Feb 04, 2026 |
| Balentine LLC | History | Reduced | 2,974,100 | 297,053 | 11.27% | 16.04% | 54 | -1,367,432 | -31.5% | Q4 2025 | Feb 02, 2026 |
| Dynasty Wealth Management, LLC | History | Added to | 2,907,609 | 290,411 | 2.85% | 3.65% | 55 | +182,311 | 6.69% | Q4 2025 | Feb 10, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 2,828,317 | 282,492 | 0.1% | 0.1% | 56 | +194,123 | 7.37% | Q4 2025 | Feb 12, 2026 |
| South Dakota Investment Council | History | Added to | 2,821,235 | 281,785 | 5.36% | 5.43% | 57 | +36,500 | 1.31% | Q4 2025 | Feb 12, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 2,802,904 | 280,616 | 0.34% | 0.36% | 58 | -199,194 | -6.64% | Q4 2025 | Feb 13, 2026 |
| Simplify Asset Management Inc. | History | Reduced | 2,800,131 | 279,677 | 4.57% | 5.18% | 59 | -2,532 | -0.09% | Q4 2025 | Feb 09, 2026 |
| EP Wealth Advisors, LLC | History | New | 2,780,493 | 277,715 | 1.44% | — | 60 | +2,780,493 | New | Q4 2025 | Feb 18, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 2,712,004 | 270,874 | 0.29% | — | 61 | +2,712,001 | 90400033.33% | Q4 2025 | Feb 17, 2026 |
| COMERICA BANK | History | Added to | 2,570,509 | 256,742 | 1.02% | 0.64% | 62 | +885,705 | 52.57% | Q4 2025 | Jan 29, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 2,418,608 | 241,570 | 1.33% | 1.34% | 63 | +147,735 | 6.51% | Q4 2025 | Feb 11, 2026 |
| Stairway Partners, LLC | History | Added to | 2,410,118 | 240,722 | 12.46% | 10.88% | 64 | +367,303 | 17.98% | Q4 2025 | Jan 05, 2026 |
| Blue Trust, Inc. | History | Added to | 2,401,463 | 239,858 | 2.71% | 2.63% | 65 | +67,027 | 2.87% | Q4 2025 | Jan 16, 2026 |
| Ascent Advisors, LLC | History | New | 2,333 | 233,020 | 44.87% | — | 66 | +2,333 | New | Q4 2025 | Feb 12, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 2,323,410 | 232,062 | 1.77% | 1.7% | 67 | +326,982 | 16.38% | Q4 2025 | Jan 14, 2026 |
| Quotient Wealth Partners, LLC | History | Added to | 2,321,437 | 231,865 | 6.17% | 5.98% | 68 | +142,276 | 6.53% | Q4 2025 | Jan 22, 2026 |
| HighTower Advisors, LLC | History | Added to | 2,266,698 | 226,397 | 0.25% | 0.25% | 69 | +94,828 | 4.37% | Q4 2025 | Feb 06, 2026 |
| Disciplina Capital Management LLC | History | Added to | 2,203,081 | 220,043 | 25.19% | 22.8% | 70 | +334,382 | 17.89% | Q4 2025 | Feb 11, 2026 |
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | History | Added to | 2,165,000 | 216,240 | 7.22% | 7.88% | 71 | +30,000 | 1.41% | Q4 2025 | Feb 05, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 1,988,182 | 198,619 | 0.29% | 0.26% | 72 | +98,081 | 5.19% | Q4 2025 | Feb 17, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 1,916,664 | 191,436 | 3.31% | 3.94% | 73 | +57,232 | 3.08% | Q4 2025 | Feb 19, 2026 |
| Charter Oak Capital Management, LLC | History | Added to | 1,849,735 | 184,751 | 14.09% | 14.22% | 74 | +41,692 | 2.31% | Q4 2025 | Jan 23, 2026 |
| Capital Asset Advisory Services LLC | History | Added to | 1,772,568 | 177,292 | 7.13% | 7.06% | 75 | +141,584 | 8.68% | Q4 2025 | Jan 09, 2026 |
| COUNTRY TRUST BANK | History | Added to | 1,748,071 | 174,597 | 3.16% | 3.78% | 76 | +25,920 | 1.51% | Q4 2025 | Jan 21, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 1,746,686 | 174,458 | 0.23% | 0.29% | 77 | -474,930 | -21.38% | Q4 2025 | Feb 12, 2026 |
| Howard Capital Management Inc. | History | Reduced | 1,734,237 | 173,215 | 2.24% | 2.3% | 78 | -14 | -0.0% | Q4 2025 | Jan 23, 2026 |
| Destination Wealth Management | History | Added to | 1,593,546 | 159,163 | 4.16% | 4.25% | 79 | +54,567 | 3.55% | Q4 2025 | Feb 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 1,565,460 | 156,358 | 0.38% | 0.37% | 80 | +164,463 | 11.74% | Q4 2025 | Feb 13, 2026 |
| Corient Private Wealth LLC | History | Added to | 1,527,634 | 152,034 | 0.21% | 0.17% | 81 | +448,144 | 41.51% | Q4 2025 | Mar 09, 2026 |
| WESBANCO BANK INC | History | Added to | 1,502,627 | 150,082 | 4.13% | 3.98% | 82 | +76,484 | 5.36% | Q4 2025 | Feb 03, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Added to | 1,479,887 | 147,811 | 2.79% | 2.87% | 83 | +37,472 | 2.6% | Q4 2025 | Feb 10, 2026 |
| REBALANCE, LLC | History | Added to | 1,419,940 | 141,823 | 8.29% | 8.2% | 84 | +63,912 | 4.71% | Q4 2025 | Jan 15, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | No change | 1,413,455 | 141,175 | 0.34% | 0.31% | 85 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 1,405,730 | 140,404 | 2.07% | 1.6% | 86 | +349,386 | 33.08% | Q4 2025 | Feb 09, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 1,399,370 | 139,769 | 0.37% | 0.36% | 87 | +76,238 | 5.76% | Q4 2025 | Feb 05, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 1,388,177 | 138,651 | 2.14% | 2.17% | 88 | +76,647 | 5.84% | Q4 2025 | Feb 12, 2026 |
| Focus Partners Wealth | History | Added to | 1,367,258 | 136,483 | 0.16% | 0.18% | 89 | +261,699 | 23.67% | Q4 2025 | Feb 13, 2026 |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | History | Added to | 1,351,604 | 134,998 | 2.39% | 2.31% | 90 | +35,169 | 2.67% | Q4 2025 | Feb 12, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 1,300,863 | 129,930 | 0.41% | 0.27% | 91 | +472,779 | 57.09% | Q4 2025 | Feb 02, 2026 |
| Mill Creek Capital Advisors, LLC | History | Added to | 1,291,919 | 129,036 | 2.63% | 2.41% | 92 | +126,954 | 10.9% | Q4 2025 | Feb 13, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 1,288,980 | 128,743 | 1.85% | 1.83% | 93 | +95,988 | 8.05% | Q4 2025 | Feb 09, 2026 |
| Trajan Wealth LLC | History | Added to | 1,277,485 | 127,595 | 5.32% | 5.47% | 94 | +13,932 | 1.1% | Q4 2025 | Feb 06, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 1,274,200 | 127,267 | 1.64% | 1.74% | 95 | -14,691 | -1.14% | Q4 2025 | Feb 09, 2026 |
| Fisher Asset Management, LLC | History | Added to | 1,269,442 | 126,791 | 0.04% | 0.04% | 96 | +91,607 | 7.78% | Q4 2025 | Feb 09, 2026 |
| V-Square Quantitative Management LLC | History | New | 1,269,238 | 126,771 | 13.18% | — | 97 | +1,269,238 | New | Q4 2025 | Jan 22, 2026 |
| ASSETMARK, INC | History | Added to | 1,265,868 | 126,434 | 0.26% | 0.1% | 98 | +792,800 | 167.59% | Q4 2025 | Jan 23, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 1,257,413 | 125,590 | 0.07% | 0.07% | 99 | -15,070 | -1.18% | Q4 2025 | Feb 13, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 1,196,503 | 119,506 | 2.18% | 2.25% | 100 | +44,366 | 3.85% | Q4 2025 | Jan 23, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 1,191,101 | 118,967 | 0.19% | 0.18% | 101 | +69,548 | 6.2% | Q4 2025 | Jan 15, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 1,181,446 | 118,002 | 0.87% | 0.86% | 102 | +71,054 | 6.4% | Q4 2025 | Feb 12, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 1,148,766 | 114,738 | 0.06% | 0.04% | 103 | +359,357 | 45.52% | Q4 2025 | Mar 20, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 1,089,035 | 108,772 | 0.39% | 0.36% | 104 | +71,767 | 7.05% | Q4 2025 | Jan 30, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Added to | 1,073,583 | 107,229 | 3.74% | 3.41% | 105 | +83,820 | 8.47% | Q4 2025 | Feb 13, 2026 |
| Crestwood Advisors Group, LLC | History | Added to | 1,057,690 | 105,642 | 1.76% | 1.73% | 106 | +41,422 | 4.08% | Q4 2025 | Feb 03, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | Added to | 1,046,101 | 104,484 | 11.08% | 11.42% | 107 | +19,132 | 1.86% | Q4 2025 | Jan 09, 2026 |
| GenTrust, LLC | History | Reduced | 1,044,957 | 104,375 | 4.5% | 4.81% | 108 | -10,835 | -1.03% | Q4 2025 | Feb 02, 2026 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | History | Reduced | 1,037,395 | 103,615 | 1.6% | 3.48% | 109 | -857,262 | -45.25% | Q4 2025 | Feb 17, 2026 |
| Center for Financial Planning, Inc. | History | Added to | 1,030,946 | 102,970 | 10.71% | 10.7% | 110 | +31,935 | 3.2% | Q4 2025 | Feb 05, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 1,021,078 | 101,985 | 1.12% | 0.56% | 111 | +542,533 | 113.37% | Q4 2025 | Feb 06, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 24,483,419 | 100,227 | 1.82% | 1.85% | 112 | +58,325 | 0.24% | Q4 2025 | Jan 07, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | No change | 992,594 | 99,140 | 0.06% | 0.06% | 113 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Brookstone Capital Management | History | Added to | 969,348 | 96,818 | 1.11% | 0.89% | 114 | +223,253 | 29.92% | Q4 2025 | Jan 15, 2026 |
| NewEdge Advisors, LLC | History | Added to | 938,719 | 93,759 | 0.34% | 0.4% | 115 | +63,998 | 7.32% | Q4 2025 | Feb 18, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | Added to | 935,788 | 93,466 | 5.9% | 5.81% | 116 | +43,660 | 4.89% | Q4 2025 | Feb 17, 2026 |
| Steele Capital Management, Inc. | History | Added to | 933,394 | 93,227 | 4.0% | 3.9% | 117 | +55,885 | 6.37% | Q4 2025 | Jan 27, 2026 |
| 1832 Asset Management L.P. | History | Added to | 918,776 | 91,767 | 0.07% | 0.07% | 118 | +13,274 | 1.47% | Q4 2025 | Feb 13, 2026 |
| Stamos Capital Partners, L.P. | History | Added to | 910,232 | 90,913 | 14.61% | 16.87% | 119 | +18,357 | 2.06% | Q4 2025 | Feb 12, 2026 |
| Meridian Wealth Partners, LLC | History | Added to | 905,119 | 90,403 | 12.46% | 11.85% | 120 | +45,951 | 5.35% | Q4 2025 | Feb 13, 2026 |
| Baker Avenue Asset Management, LP | History | Added to | 904,246 | 90,316 | 2.08% | 2.02% | 121 | +61,017 | 7.24% | Q4 2025 | Feb 10, 2026 |
| Affiance Financial, LLC | History | Added to | 897,669 | 89,659 | 14.42% | 15.05% | 122 | +73,060 | 8.86% | Q4 2025 | Jan 21, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 894,760 | 89,368 | 0.63% | 0.66% | 123 | +115,934 | 14.89% | Q4 2025 | Feb 18, 2026 |
| Greenspring Advisors, LLC | History | Added to | 883,168 | 88,210 | 5.41% | 5.73% | 124 | +559,683 | 173.02% | Q4 2025 | Feb 10, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 864,131 | 86,309 | 0.24% | 0.28% | 125 | -35,515 | -3.95% | Q4 2025 | Jan 26, 2026 |
| Tidal Investments LLC | History | Reduced | 859,677 | 85,864 | 0.2% | 0.19% | 126 | -85,961 | -9.09% | Q4 2025 | Feb 13, 2026 |
| Freestone Capital Holdings, LLC | History | Added to | 842,389 | 84,137 | 2.49% | 2.37% | 127 | +71,690 | 9.3% | Q4 2025 | Jan 23, 2026 |
| METROPOLITAN LIFE INSURANCE CO/NY | History | Reduced | 832,738 | 83,173 | 25.23% | 26.19% | 128 | -59,000 | -6.62% | Q4 2025 | Feb 12, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 827,527 | 82,653 | 0.08% | 0.08% | 129 | -13,864 | -1.65% | Q4 2025 | Feb 12, 2026 |
| iA Global Asset Management Inc. | History | Added to | 809,327 | 80,836 | 1.03% | 1.07% | 130 | +28,268 | 3.62% | Q4 2025 | Feb 05, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 801,450 | 80,048 | 0.04% | 0.03% | 131 | +305,195 | 61.5% | Q4 2025 | Feb 10, 2026 |
| PDS Planning, Inc | History | Added to | 790,542 | 78,959 | 5.27% | 5.28% | 132 | +29,564 | 3.89% | Q4 2025 | Jan 26, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 790,411 | 78,946 | 0.48% | 0.52% | 133 | +69,057 | 9.57% | Q4 2025 | Feb 17, 2026 |
| FORM Wealth Advisors, LLC | History | New | 778,270 | 77,733 | 9.1% | — | 134 | +778,270 | New | Q4 2025 | Jan 28, 2026 |
| OARSMAN CAPITAL, INC. | History | Added to | 758,319 | 75,740 | 9.83% | 9.59% | 135 | +76,280 | 11.18% | Q4 2025 | Feb 13, 2026 |
| Bouchey Financial Group Ltd | History | Added to | 752,135 | 75,123 | 5.63% | 5.39% | 136 | +54,979 | 7.89% | Q4 2025 | Jan 16, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 750,470 | 74,957 | 0.17% | 0.29% | 137 | -475,704 | -38.8% | Q4 2025 | Feb 11, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Added to | 744,431 | 74,353 | 1.24% | 1.27% | 138 | +4,630 | 0.63% | Q4 2025 | Jan 28, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | New | 737,953 | 73,706 | 0.58% | — | 139 | +737,953 | New | Q4 2025 | Feb 17, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 736,838 | 73,595 | 0.02% | 0.02% | 140 | +70,388 | 10.56% | Q4 2025 | Feb 11, 2026 |
| Juniper Hill Capital Management LP | History | No change | 736,489 | 73,560 | 17.57% | 17.47% | 141 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Ellenbecker Investment Group | History | Added to | 731,641 | 73,076 | 10.22% | 9.6% | 142 | +82,800 | 12.76% | Q4 2025 | Jan 30, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 724,493 | 72,500 | 0.13% | 0.13% | 143 | +46,486 | 6.86% | Q4 2025 | Feb 05, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | Added to | 720,101 | 71,923 | 3.32% | 2.84% | 144 | +146,326 | 25.5% | Q4 2025 | Feb 11, 2026 |
| CWM, LLC | History | Added to | 719,445 | 71,858 | 0.19% | 0.21% | 145 | +37,759 | 5.54% | Q4 2025 | Jan 26, 2026 |
| RATIONAL ADVISORS, INC. | History | Reduced | 719,181 | 71,831 | 7.36% | 7.54% | 146 | -37,167 | -4.91% | Q4 2025 | Feb 10, 2026 |
| Sand Hill Global Advisors, LLC | History | Added to | 706,139 | 70,529 | 2.46% | 2.35% | 147 | +39,073 | 5.86% | Q4 2025 | Feb 12, 2026 |
| Koss-Olinger Consulting, LLC | History | Added to | 703,413 | 70,257 | 5.44% | 2.72% | 148 | +370,869 | 111.52% | Q4 2025 | Feb 10, 2026 |
| Wealthspire Retirement, LLC | History | Added to | 701,443 | 70,060 | 4.26% | 3.82% | 149 | +105,042 | 17.61% | Q4 2025 | Feb 18, 2026 |
| Charles Schwab Trust Co | History | Reduced | 694,484 | 69,365 | 4.56% | 4.75% | 150 | -3,248 | -0.47% | Q4 2025 | Jan 09, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Reduced | 692,093 | 69,126 | 1.44% | 1.55% | 151 | -23,560 | -3.29% | Q4 2025 | Feb 18, 2026 |
| Professional Financial Advisors, LLC | History | Added to | 691,115 | 69,028 | 14.1% | 14.39% | 152 | +8,961 | 1.31% | Q4 2025 | Jan 15, 2026 |
| BAR HARBOR WEALTH MANAGEMENT | History | Added to | 674,262 | 67,345 | 3.89% | 3.75% | 153 | +51,676 | 8.3% | Q4 2025 | Jan 22, 2026 |
| Brooklyn Investment Group | History | Added to | 663,912 | 66,497 | 3.07% | 1.84% | 154 | +525,753 | 380.54% | Q4 2025 | Feb 12, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | Added to | 664,133 | 66,333 | 0.57% | 0.54% | 155 | +53,837 | 8.82% | Q4 2025 | Feb 05, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 663,243 | 66,244 | 3.73% | 3.6% | 156 | +49,532 | 8.07% | Q4 2025 | Jan 14, 2026 |
| Verger Capital Management LLC | History | Added to | 655,600 | 65,481 | 19.39% | 19.82% | 157 | +46,558 | 7.64% | Q4 2025 | Feb 02, 2026 |
| Trust Co | History | Reduced | 655,132 | 65,434 | 6.14% | 6.79% | 158 | -7,112 | -1.07% | Q4 2025 | Jan 15, 2026 |
| NEOS Investment Management LLC | History | Added to | 654,351 | 65,356 | 0.38% | 0.39% | 159 | +127,548 | 24.21% | Q4 2025 | Feb 17, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | New | 644,897 | 64,412 | 0.1% | — | 160 | +644,897 | New | Q4 2025 | Feb 17, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Reduced | 642,157 | 64,139 | 0.07% | 0.17% | 161 | -1,957,706 | -75.3% | Q4 2025 | Feb 13, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 641,409 | 64,063 | 0.01% | 0.0% | 162 | +620,509 | 2968.94% | Q4 2025 | Feb 17, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 638,232 | 63,747 | 0.54% | 0.48% | 163 | +27,716 | 4.54% | Q4 2025 | Jan 05, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 621,290 | 62,054 | 0.77% | 0.8% | 164 | +8,398 | 1.37% | Q4 2025 | Jan 29, 2026 |
| EVOKE WEALTH, LLC | History | Reduced | 616,806 | 61,606 | 1.15% | 1.33% | 165 | -36,635 | -5.61% | Q4 2025 | Feb 06, 2026 |
| Bell Bank | History | Added to | 616,369 | 61,562 | 2.63% | 2.44% | 166 | +55,463 | 9.89% | Q4 2025 | Jan 14, 2026 |
| Summit Global Investments | History | Added to | 613,396 | 61,266 | 3.62% | 3.54% | 167 | +8,103 | 1.34% | Q4 2025 | Feb 18, 2026 |
| SCS Capital Management LLC | History | Added to | 613,113 | 61,237 | 0.65% | 0.16% | 168 | +466,651 | 318.62% | Q4 2025 | Feb 10, 2026 |
| Prentice Wealth Management LLC | History | Added to | 605,243 | 60,451 | 13.81% | 13.18% | 169 | +71,931 | 13.49% | Q4 2025 | Jan 30, 2026 |
| Lido Advisors, LLC | History | Added to | 599,725 | 60,085 | 0.18% | 0.18% | 170 | +10,795 | 1.83% | Q4 2025 | Feb 10, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Reduced | 601,023 | 60,030 | 3.35% | 3.4% | 171 | -46,505 | -7.18% | Q4 2025 | Feb 06, 2026 |
| MATHER GROUP, LLC. | History | Added to | 586,755 | 58,605 | 0.6% | 0.55% | 172 | +46,157 | 8.54% | Q4 2025 | Jan 13, 2026 |
| Focus Financial Network, Inc. | History | Added to | 586,042 | 58,533 | 2.04% | 1.95% | 173 | +41,644 | 7.65% | Q4 2025 | Jan 12, 2026 |
| Rock Creek Group, LP | History | Reduced | 584,410 | 58,370 | 6.55% | 6.29% | 174 | -11,952 | -2.0% | Q4 2025 | Feb 10, 2026 |
| Savvy Advisors, Inc. | History | Added to | 577,483 | 57,679 | 1.86% | 2.16% | 175 | +107,820 | 22.96% | Q4 2025 | Jan 20, 2026 |
| Chaney Capital Management, Inc. | History | Added to | 575,381 | 57,469 | 19.83% | 19.82% | 176 | +18,054 | 3.24% | Q4 2025 | Jan 27, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 572,621 | 57,193 | 1.49% | 1.34% | 177 | +129,129 | 29.12% | Q4 2025 | Feb 02, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 571,533 | 57,087 | 0.43% | — | 178 | +571,533 | New | Q4 2025 | Feb 18, 2026 |
| Bricktown Capital, LLC | History | Added to | 569,567 | 56,888 | 9.58% | 8.28% | 179 | +68,475 | 13.67% | Q4 2025 | Jan 15, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 567,041 | 56,636 | 0.03% | 0.01% | 180 | +405,537 | 251.1% | Q4 2025 | Feb 02, 2026 |
| Planning Project LLC | History | New | 558,699 | 55,802 | 14.02% | — | 181 | +558,699 | New | Q4 2025 | Feb 12, 2026 |
| Adaptive Financial Consulting, LLC | History | Added to | 549,017 | 54,835 | 21.33% | 21.45% | 182 | +13,771 | 2.57% | Q4 2025 | Feb 11, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 538,966 | 53,831 | 0.22% | 0.21% | 183 | +75,047 | 16.18% | Q4 2025 | Feb 13, 2026 |
| BOKF, NA | History | Added to | 532,779 | 53,213 | 0.81% | 0.53% | 184 | +180,632 | 51.29% | Q4 2025 | Feb 03, 2026 |
| M&T BANK CORP | History | Reduced | 532,245 | 53,160 | 0.17% | 0.19% | 185 | -22,071 | -3.98% | Q4 2025 | Jan 30, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 526,958 | 52,632 | 0.71% | 1.94% | 186 | -487,052 | -48.03% | Q4 2025 | Feb 06, 2026 |
| Allworth Financial LP | History | New | 518,204 | 51,758 | 0.21% | — | 187 | +518,204 | New | Q4 2025 | Feb 05, 2026 |
| Mascoma Wealth Management LLC | History | Added to | 513,908 | 51,329 | 11.01% | 10.95% | 188 | +18,195 | 3.67% | Q4 2025 | Feb 04, 2026 |
| Legacy Wealth Partners, LLC | History | New | 502,840 | 50,223 | 13.0% | — | 189 | +502,840 | New | Q4 2025 | Feb 17, 2026 |
| GoalFusion Wealth Management, LLC | History | Reduced | 499,800 | 49,920 | 23.09% | 24.05% | 190 | -2,707 | -0.54% | Q4 2025 | Jan 06, 2026 |
| Equitable Holdings, Inc. | History | Added to | 498,197 | 49,759 | 0.34% | 0.3% | 191 | +86,886 | 21.12% | Q4 2025 | Feb 17, 2026 |
| Efficient Advisors, LLC | History | Reduced | 494,617 | 49,402 | 2.88% | 3.51% | 192 | -126,274 | -20.34% | Q4 2025 | Jan 21, 2026 |
| Keel Point, LLC | History | Added to | 492,711 | 49,211 | 2.96% | 2.84% | 193 | +31,713 | 6.88% | Q4 2025 | Feb 12, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 491,983 | 49,139 | 1.05% | 1.07% | 194 | +18,896 | 3.99% | Q4 2025 | Feb 05, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 479,476 | 47,890 | 0.04% | 0.04% | 195 | -38,922 | -7.51% | Q4 2025 | Feb 13, 2026 |
| Gridiron Partners, LLC | History | Added to | 477,814 | 47,724 | 27.19% | 27.07% | 196 | +2,567 | 0.54% | Q4 2025 | Jan 08, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | Added to | 472,573 | 47,200 | 6.97% | 6.23% | 197 | +67,354 | 16.62% | Q4 2025 | Feb 03, 2026 |
| MAI Capital Management | History | Added to | 471,988 | 47,142 | 0.27% | 0.26% | 198 | +54,429 | 13.04% | Q4 2025 | Feb 13, 2026 |
| Twele Capital Management, Inc. | History | Added to | 469,573 | 46,900 | 8.38% | 8.28% | 199 | +21,930 | 4.9% | Q4 2025 | Jan 09, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 469,464 | 46,890 | 0.19% | 0.19% | 200 | +33,893 | 7.78% | Q4 2025 | Feb 12, 2026 |
| Legacy Financial Strategies, LLC | History | Added to | 461,639 | 46,108 | 8.16% | 7.55% | 201 | +44,506 | 10.67% | Q4 2025 | Jan 23, 2026 |
| COMMON FUND FOR NONPROFIT ORGANIZATIONS | History | Added to | 461,324 | 46,076 | 3.74% | 3.52% | 202 | +52,481 | 12.84% | Q4 2025 | Feb 17, 2026 |
| Boston Partners | History | Added to | 460,599 | 46,004 | 0.05% | 0.05% | 203 | +16,597 | 3.74% | Q4 2025 | Feb 13, 2026 |
| Fort Point Capital Partners LLC | History | Added to | 458,397 | 45,940 | 5.16% | 4.85% | 204 | +47,770 | 11.63% | Q4 2025 | Feb 13, 2026 |
| Arax Advisory Partners | History | New | 456,545 | 45,599 | 1.33% | — | 205 | +456,545 | New | Q4 2025 | Feb 13, 2026 |
| Zhang Financial LLC | History | Added to | 455,781 | 45,523 | 1.7% | 1.18% | 206 | +166,678 | 57.65% | Q4 2025 | Feb 10, 2026 |
| Abound Wealth Management | History | Added to | 453,932 | 45,338 | 10.62% | 10.56% | 207 | +33,267 | 7.91% | Q4 2025 | Jan 12, 2026 |
| Private Advisor Group, LLC | History | Reduced | 452,922 | 45,237 | 0.21% | 0.24% | 208 | -33,457 | -6.88% | Q4 2025 | Feb 17, 2026 |
| AMARILLO NATIONAL BANK | History | Added to | 450,200 | 44,965 | 7.9% | 7.72% | 209 | +12,204 | 2.79% | Q4 2025 | Jan 28, 2026 |
| Composition Wealth, LLC | History | Reduced | 448,293 | 44,775 | 0.64% | 0.73% | 210 | -37,396 | -7.7% | Q4 2025 | Feb 02, 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | History | Added to | 447,618 | 44,708 | 0.52% | 0.39% | 211 | +179,556 | 66.98% | Q4 2025 | Feb 05, 2026 |
| Single Point Partners, LLC | History | Added to | 466,883 | 44,577 | 8.81% | 8.32% | 212 | +44,230 | 10.46% | Q4 2025 | Jan 26, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | Added to | 445,167 | 44,463 | 2.19% | 1.95% | 213 | +66,280 | 17.49% | Q4 2025 | Feb 11, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | New | 442,250 | 44,171 | 2.62% | — | 214 | +442,250 | New | Q4 2025 | Feb 17, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 441,621 | 44,109 | 0.76% | 0.6% | 215 | +7,528 | 1.73% | Q4 2025 | Feb 17, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 439,587 | 44,011 | 1.67% | 0.51% | 216 | +356,852 | 431.32% | Q4 2025 | Feb 13, 2026 |
| BUFFALO BUSINESS & ESTATE SERVICES LTD | History | New | 439,337 | 43,881 | 6.31% | — | 217 | +439,337 | New | Q4 2025 | Jan 21, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 429,099 | 42,858 | 2.02% | 1.77% | 218 | +24,190 | 5.97% | Q4 2025 | Jan 21, 2026 |
| Tandem Wealth Advisors LLC | History | Reduced | 368,346 | 42,727 | 19.16% | 19.18% | 219 | -33,995 | -8.45% | Q4 2025 | Feb 12, 2026 |
| Black Diamond Financial, LLC | History | Added to | 426,781 | 42,626 | 4.49% | 4.43% | 220 | +32,235 | 8.17% | Q4 2025 | Feb 03, 2026 |
| Ascent Group, LLC | History | Added to | 425,352 | 42,484 | 1.45% | 1.46% | 221 | +12,444 | 3.01% | Q4 2025 | Jan 20, 2026 |
| Global Retirement Partners, LLC | History | Added to | 421,304 | 42,079 | 0.75% | 0.9% | 222 | +22,268 | 5.58% | Q4 2025 | Feb 06, 2026 |
| Cornerstone Management, Inc. | History | Added to | 421,019 | 42,051 | 6.86% | 6.79% | 223 | +11,516 | 2.81% | Q4 2025 | Feb 06, 2026 |
| P/E Global LLC | History | Reduced | 420,497 | 41,999 | 3.03% | 10.56% | 224 | -106,087 | -20.15% | Q4 2025 | Jan 22, 2026 |
| Beirne Wealth Consulting Services, LLC | History | Added to | 413,763 | 41,329 | 11.97% | 8.21% | 225 | +72,651 | 21.3% | Q4 2025 | Jan 29, 2026 |
| MTC Wealth Management LLC | History | Reduced | 412,464 | 41,196 | 19.33% | 19.41% | 226 | -3,300 | -0.79% | Q4 2025 | Jan 15, 2026 |
| Baird Financial Group, Inc. | History | Added to | 407,787 | 40,729 | 0.06% | 0.06% | 227 | +36,487 | 9.83% | Q4 2025 | Feb 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 405,848 | 40,536 | 0.07% | 0.05% | 228 | +160,242 | 65.24% | Q4 2025 | Mar 16, 2026 |
| DB Fitzpatrick & Co, Inc | History | Reduced | 403,111 | 40,262 | 35.79% | 36.77% | 229 | -2,668 | -0.66% | Q4 2025 | Jan 15, 2026 |
| Arbor Investment Advisors, LLC | History | Reduced | 400,886 | 40,040 | 5.27% | 5.12% | 230 | -1,737 | -0.43% | Q4 2025 | Jan 23, 2026 |
| Smithfield Trust Co | History | Added to | 394,323 | 39,325 | 1.74% | 1.65% | 231 | +27,068 | 7.37% | Q4 2025 | Feb 09, 2026 |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | History | Added to | 388,878 | 38,841 | 5.61% | 5.48% | 232 | +15,294 | 4.09% | Q4 2025 | Feb 06, 2026 |
| FULTON BREAKEFIELD BROENNIMAN LLC | History | Added to | 388,807 | 38,833 | 2.45% | 2.49% | 233 | +3,980 | 1.03% | Q4 2025 | Jan 21, 2026 |
| VICUS CAPITAL | History | Reduced | 387,971 | 38,750 | 2.91% | 3.11% | 234 | -18,425 | -4.53% | Q4 2025 | Jan 22, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 386,240 | 38,577 | 0.76% | 0.87% | 235 | -32,416 | -7.74% | Q4 2025 | Jan 14, 2026 |
| Fiduciary Group, LLC | History | Added to | 385,621 | 38,515 | 3.23% | 2.66% | 236 | +83,439 | 27.61% | Q4 2025 | Feb 12, 2026 |
| BRAVE ASSET MANAGEMENT INC | History | Reduced | 382,740 | 38,228 | 9.0% | 9.32% | 237 | -1,183 | -0.31% | Q4 2025 | Jan 08, 2026 |
| Towercrest Capital Management | History | Added to | 382,609 | 38,215 | 6.03% | 5.56% | 238 | +37,019 | 10.71% | Q4 2025 | Jan 21, 2026 |
| FIRST BUSINESS FINANCIAL SERVICES, INC. | History | Added to | 381,535 | 38,107 | 3.5% | 3.34% | 239 | +18,241 | 5.02% | Q4 2025 | Feb 06, 2026 |
| Prosperity Consulting Group, LLC | History | Reduced | 380,971 | 38,051 | 1.71% | 1.92% | 240 | -8,362 | -2.15% | Q4 2025 | Feb 17, 2026 |
| WHI TRUST Co LLC | History | New | 371,591 | 37,114 | 28.6% | — | 241 | +371,591 | New | Q4 2025 | Feb 05, 2026 |
| SVB WEALTH LLC | History | Reduced | 370,967 | 37,052 | 2.18% | 2.46% | 242 | -84,418 | -18.54% | Q4 2025 | Feb 04, 2026 |
| Provenance Wealth Advisors, LLC | History | Reduced | 370,033 | 36,958 | 4.1% | 4.82% | 243 | -2,312 | -0.62% | Q4 2025 | Jan 26, 2026 |
| Buck Wealth Strategies, LLC | History | Reduced | 368,411 | 36,796 | 4.67% | 6.25% | 244 | -86,109 | -18.95% | Q4 2025 | Feb 03, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 367,962 | 36,752 | 0.07% | 0.09% | 245 | -93,486 | -20.26% | Q4 2025 | Feb 12, 2026 |
| Gotham Asset Management, LLC | History | Added to | 367,183 | 36,674 | 0.13% | 0.16% | 246 | +359 | 0.1% | Q4 2025 | Feb 17, 2026 |
| 1607 Capital Partners, LLC | History | Reduced | 360,343 | 35,991 | 2.45% | 3.46% | 247 | -97,602 | -21.31% | Q4 2025 | Feb 17, 2026 |
| TECTONIC ADVISORS LLC | History | Added to | 357,427 | 35,699 | 1.88% | 1.93% | 248 | +4,327 | 1.23% | Q4 2025 | Jan 23, 2026 |
| BRIGHT FINANCIAL ADVISORS, INC. | History | Added to | 357,190 | 35,676 | 16.85% | 17.32% | 249 | +3,661 | 1.04% | Q4 2025 | Jan 23, 2026 |
| Shakespeare Wealth Management, LLC | History | Added to | 355,317 | 35,489 | 7.84% | 7.72% | 250 | +16,754 | 4.95% | Q4 2025 | Feb 06, 2026 |
| Visionary Wealth Advisors | History | Reduced | 354,809 | 35,438 | 1.6% | 1.74% | 251 | -17,230 | -4.63% | Q4 2025 | Feb 13, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 354,786 | 35,436 | 1.08% | 1.1% | 252 | -4,019 | -1.12% | Q4 2025 | Feb 11, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 353,127 | 35,270 | 0.4% | 0.48% | 253 | +74,170 | 26.59% | Q4 2025 | Jan 29, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | Added to | 352,836 | 35,241 | 1.44% | 1.18% | 254 | +72,468 | 25.85% | Q4 2025 | Jan 16, 2026 |
| Advisory Services Network, LLC | History | Added to | 350,288 | 34,986 | 0.5% | 0.3% | 255 | +144,576 | 70.28% | Q4 2025 | Feb 17, 2026 |
| Lineweaver Wealth Advisors, LLC | History | Added to | 347,283 | 34,686 | 4.7% | 4.88% | 256 | +15,244 | 4.59% | Q4 2025 | Jan 14, 2026 |
| STRATEGIC INVESTMENT MANAGEMENT, LLC | History | No change | 344,640 | 34,422 | 17.45% | 18.69% | 257 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| eCIO, Inc. | History | Reduced | 342,999 | 34,258 | 15.95% | 15.32% | 258 | -66,288 | -16.2% | Q4 2025 | Jan 20, 2026 |
| Acumen Wealth Advisors, LLC | History | New | 342,659 | 34,224 | 9.86% | — | 259 | +342,659 | New | Q4 2025 | Feb 13, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | Added to | 341,253 | 34,084 | 11.0% | 4.63% | 260 | +60,712 | 21.64% | Q4 2025 | Jan 27, 2026 |
| Cordoba Advisory Partners LLC | History | New | 341,179 | 34,076 | 8.42% | — | 261 | +341,179 | New | Q4 2025 | Feb 13, 2026 |
| Man Group plc | History | Added to | 338,422 | 33,801 | 0.06% | 0.05% | 262 | +53,024 | 18.58% | Q4 2025 | Feb 17, 2026 |
| LVZ, Inc. | History | Added to | 337,993 | 33,758 | 3.77% | 3.83% | 263 | +1,771 | 0.53% | Q4 2025 | Feb 10, 2026 |
| Cresset Asset Management, LLC | History | Added to | 336,372 | 33,596 | 0.14% | 0.1% | 264 | +100,166 | 42.41% | Q4 2025 | Feb 17, 2026 |
| Daybright Advisory Services, Inc. | History | New | 333,942 | 33,354 | 8.9% | — | 265 | +333,942 | New | Q4 2025 | Feb 12, 2026 |
| Verdence Capital Advisors LLC | History | Added to | 332,281 | 33,188 | 1.96% | 1.89% | 266 | +8,535 | 2.64% | Q4 2025 | Jan 29, 2026 |
| UNIQUE WEALTH, LLC | History | Added to | 332,166 | 33,176 | 4.63% | 4.46% | 267 | +28,969 | 9.55% | Q4 2025 | Jan 06, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 331,574 | 33,117 | 1.76% | 1.84% | 268 | +7,851 | 2.43% | Q4 2025 | Jan 20, 2026 |
| Atria Investments, Inc | History | Added to | 331,254 | 33,085 | 0.38% | 0.33% | 269 | +46,330 | 16.26% | Q4 2025 | Feb 05, 2026 |
| Liquid Strategies, LLC | History | Reduced | 328,839 | 32,844 | 7.15% | 7.28% | 270 | -23,707 | -6.72% | Q4 2025 | Jan 27, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 327,077 | 32,668 | 0.03% | 0.02% | 271 | +157,536 | 92.92% | Q4 2025 | Feb 17, 2026 |
| FIRST MERCHANTS CORP | History | Reduced | 320,022 | 31,963 | 1.18% | 1.24% | 272 | -9,143 | -2.78% | Q4 2025 | Jan 12, 2026 |
| UNITED BANK | History | Added to | 318,214 | 31,783 | 4.2% | 3.68% | 273 | +10,010 | 3.25% | Q4 2025 | Feb 13, 2026 |
| CIBC Private Wealth Group LLC | History | Reduced | 317,809 | 31,742 | 0.05% | 0.06% | 274 | -9,415 | -2.88% | Q4 2025 | Feb 12, 2026 |
| ETF Portfolio Partners, Inc. | History | Added to | 315,193 | 31,481 | 8.12% | 8.17% | 275 | +9,050 | 2.96% | Q4 2025 | Jan 20, 2026 |
| NewEdge Wealth, LLC | History | Added to | 314,163 | 31,378 | 0.35% | 0.42% | 276 | +18,175 | 6.14% | Q4 2025 | Feb 03, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 313,861 | 31,347 | 0.6% | 0.61% | 277 | +8,710 | 2.85% | Q4 2025 | Feb 12, 2026 |
| Summit Financial, LLC | History | Added to | 305,794 | 30,542 | 0.45% | 0.44% | 278 | +17,901 | 6.22% | Q4 2025 | Feb 13, 2026 |
| SG Americas Securities, LLC | History | Added to | 305,167 | 30,480 | 0.04% | 0.09% | 279 | +26,487 | 9.5% | Q4 2025 | Jan 09, 2026 |
| First Bank & Trust | History | Added to | 305,085 | 30,471 | 4.96% | 5.1% | 280 | +2,961 | 0.98% | Q4 2025 | Jan 12, 2026 |
| NorthRock Partners, LLC | History | Added to | 303,725 | 30,336 | 0.51% | 0.01% | 281 | +297,565 | 4830.6% | Q4 2025 | Feb 17, 2026 |
| Fund Evaluation Group, LLC | History | Added to | 300,744 | 30,038 | 0.99% | 0.69% | 282 | +111,823 | 59.19% | Q4 2025 | Feb 11, 2026 |
| First Washington CORP | History | No change | 297,782 | 29,742 | 7.7% | 8.0% | 283 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| First Citizens Asset Management, Inc. | History | Reduced | 296,676 | 29,631 | 10.36% | 10.65% | 284 | -1,156 | -0.39% | Q4 2025 | Feb 05, 2026 |
| Fort Henry Capital, LLC | History | Added to | 295,599 | 29,524 | 18.09% | 17.99% | 285 | +13,140 | 4.65% | Q4 2025 | Jan 23, 2026 |
| BROWN ADVISORY INC | History | Added to | 294,922 | 29,456 | 0.04% | 0.03% | 286 | +27,960 | 10.47% | Q4 2025 | Feb 13, 2026 |
| World Investment Advisors | History | Added to | 292,162 | 29,181 | 0.47% | 0.58% | 287 | +7,186 | 2.52% | Q4 2025 | Mar 12, 2026 |
| Elm Partners Management LLC | History | Added to | 291,724 | 29,137 | 1.32% | 0.91% | 288 | +109,813 | 60.37% | Q4 2025 | Feb 10, 2026 |
| Marquette Asset Management, LLC | History | Added to | 288,958 | 28,861 | 4.26% | 4.06% | 289 | +24,410 | 9.23% | Q4 2025 | Jan 16, 2026 |
| Octavia Wealth Advisors, LLC | History | Added to | 288,966 | 28,861 | 2.76% | 2.7% | 290 | +18,353 | 6.78% | Q4 2025 | Jan 23, 2026 |
| Spire Wealth Management | History | Reduced | 288,846 | 28,849 | 0.97% | 0.99% | 291 | -1,980 | -0.68% | Q4 2025 | Jan 14, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 287,212 | 28,686 | 0.16% | 0.16% | 292 | +12,306 | 4.48% | Q4 2025 | Jan 29, 2026 |
| SYON CAPITAL LLC | History | Reduced | 287,069 | 28,672 | 1.43% | 1.55% | 293 | -201 | -0.07% | Q4 2025 | Feb 11, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 286,661 | 28,631 | 0.51% | 0.56% | 294 | +14,274 | 5.24% | Q4 2025 | Jan 16, 2026 |
| Summit Asset Management, LLC | History | Added to | 286,241 | 28,589 | 4.05% | 1.39% | 295 | +196,056 | 217.39% | Q4 2025 | Feb 09, 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | History | Reduced | 283,696 | 28,335 | 1.46% | 1.44% | 296 | -72 | -0.03% | Q4 2025 | Feb 17, 2026 |
| HANCOCK WHITNEY CORP | History | Added to | 282,206 | 28,186 | 0.51% | 0.5% | 297 | +7,776 | 2.83% | Q4 2025 | Feb 17, 2026 |
| Sunflower Bank, N.A. | History | Reduced | 281,867 | 28,152 | 7.09% | 13.52% | 298 | -272,499 | -49.16% | Q4 2025 | Jan 09, 2026 |
| GP Brinson Investments LLC | History | No change | 280,650 | 28,031 | 12.08% | 11.47% | 299 | 0 | 0.0% | Q4 2025 | Jan 02, 2026 |
| Grey Fox Wealth Advisors, LLC | History | Reduced | 278,213 | 27,787 | 5.69% | 5.77% | 300 | -4,101 | -1.45% | Q4 2025 | Feb 12, 2026 |
| One Capital Management, LLC | History | Added to | 277,017 | 27,668 | 0.84% | 0.14% | 301 | +234,588 | 552.9% | Q4 2025 | Feb 10, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 276,577 | 27,624 | 1.63% | 1.55% | 302 | +49,064 | 21.57% | Q4 2025 | Feb 10, 2026 |
| Tanager Wealth Management LLP | History | Added to | 275,203 | 27,487 | 2.74% | 2.81% | 303 | +8,027 | 3.0% | Q4 2025 | Jan 26, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 272,875 | 27,254 | 4.95% | 0.4% | 304 | +19,366 | 7.64% | Q4 2025 | Mar 04, 2026 |
| Financial Designs Corp | History | Added to | 272,350 | 27,202 | 15.41% | 14.51% | 305 | +23,060 | 9.25% | Q4 2025 | Jan 23, 2026 |
| Compound Planning, Inc. | History | Added to | 271,627 | 27,130 | 0.8% | 0.87% | 306 | +2,524 | 0.94% | Q4 2025 | Feb 19, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Added to | 270,295 | 26,997 | 2.91% | 2.96% | 307 | +5,192 | 1.96% | Q4 2025 | Jan 28, 2026 |
| Hudson Capital Management LLC | History | Added to | 266,085 | 26,576 | 6.67% | 6.96% | 308 | +4,567 | 1.75% | Q4 2025 | Jan 21, 2026 |
| REGIONS FINANCIAL CORP | History | New | 265,079 | 26,476 | 0.17% | — | 309 | +265,079 | New | Q4 2025 | Jan 27, 2026 |
| Heartwood Wealth Advisors LLC | History | Added to | 265,041 | 26,472 | 2.44% | 2.43% | 310 | +5,159 | 1.99% | Q4 2025 | Jan 12, 2026 |
| TD Capital Management LLC | History | Reduced | 263,950 | 26,363 | 2.34% | 2.41% | 311 | -3,111 | -1.16% | Q4 2025 | Feb 26, 2026 |
| CONNABLE OFFICE INC | History | Reduced | 263,590 | 26,327 | 2.41% | 3.65% | 312 | -128,984 | -32.86% | Q4 2025 | Feb 03, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 263,367 | 26,305 | 2.78% | 2.87% | 313 | +3,911 | 1.51% | Q4 2025 | Feb 13, 2026 |
| Matrix Trust Co | History | Added to | 263,065 | 26,275 | 4.34% | 4.09% | 314 | +2,531 | 0.97% | Q4 2025 | Jan 13, 2026 |
| Sequent Planning LLC | History | Added to | 262,041 | 26,172 | 6.66% | 6.47% | 315 | +34,462 | 15.14% | Q4 2025 | Feb 05, 2026 |
| Parallel Advisors, LLC | History | Added to | 261,673 | 26,135 | 0.48% | 0.47% | 316 | +6,223 | 2.44% | Q4 2025 | Feb 11, 2026 |
| BayBridge Capital Group, LLC | History | Added to | 260,844 | 26,053 | 16.14% | 16.06% | 317 | +9,575 | 3.81% | Q4 2025 | Jan 16, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | Added to | 260,802 | 26,048 | 1.5% | 1.44% | 318 | +86,658 | 49.76% | Q4 2025 | Feb 09, 2026 |
| Eley Financial Management, Inc | History | Added to | 260,590 | 26,027 | 9.35% | 9.16% | 319 | +6,847 | 2.7% | Q4 2025 | Feb 12, 2026 |
| James J. Burns & Company, LLC | History | Added to | 255,659 | 25,535 | 3.52% | 2.58% | 320 | +83,018 | 48.09% | Q4 2025 | Jan 23, 2026 |
| Mutual Advisors, LLC | History | Added to | 253,683 | 25,337 | 0.54% | 0.26% | 321 | +139,034 | 121.27% | Q4 2025 | Feb 02, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Added to | 253,304 | 25,300 | 1.97% | 2.03% | 322 | +4,430 | 1.78% | Q4 2025 | Jan 23, 2026 |
| Main Street Financial Solutions, LLC | History | Added to | 251,490 | 25,118 | 1.88% | 1.5% | 324 | +18,685 | 8.03% | Q4 2025 | Feb 17, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Reduced | 251,485 | 25,118 | 2.41% | 2.54% | 323 | -12,185 | -4.62% | Q4 2025 | Feb 23, 2026 |
| CATALYST FINANCIAL PARTNERS LLC | History | Added to | 251,458 | 25,115 | 2.8% | 2.74% | 325 | +24,976 | 11.03% | Q4 2025 | Feb 04, 2026 |
| BANK OF HAWAII | History | Added to | 249,289 | 24,898 | 1.23% | 1.24% | 326 | +1,758 | 0.71% | Q4 2025 | Mar 03, 2026 |
| Madison Asset Management, LLC | History | Added to | 247,990 | 24,769 | 0.28% | 0.26% | 327 | +10,064 | 4.23% | Q4 2025 | Feb 04, 2026 |
| Horizon Investments, LLC | History | Added to | 247,665 | 24,736 | 0.31% | 0.29% | 328 | +22,650 | 10.07% | Q4 2025 | Feb 02, 2026 |
| Valmark Advisers, Inc. | History | Added to | 247,376 | 24,707 | 0.3% | 0.3% | 329 | +18,304 | 7.99% | Q4 2025 | Jan 26, 2026 |
| BCS Wealth Management | History | Added to | 246,808 | 24,651 | 2.49% | 2.47% | 330 | +137,238 | 125.25% | Q4 2025 | Jan 26, 2026 |
| Legacy Private Trust Co. | History | Reduced | 246,574 | 24,627 | 1.45% | 1.74% | 331 | -44,009 | -15.15% | Q4 2025 | Jan 08, 2026 |
| COLTON GROOME FINANCIAL ADVISORS, LLC | History | Added to | 245,643 | 24,534 | 7.03% | 6.79% | 332 | +24,881 | 11.27% | Q4 2025 | Feb 10, 2026 |
| Florida Trust Wealth Management Co | History | Added to | 243,616 | 24,332 | 0.67% | 0.65% | 333 | +17,303 | 7.65% | Q4 2025 | Jan 20, 2026 |
| CULTIVAR CAPITAL, INC. | History | Added to | 243,154 | 24,286 | 15.55% | 15.99% | 334 | +4,043 | 1.69% | Q4 2025 | Jan 09, 2026 |
| EIGHT 31 FINANCIAL, LLC | History | Added to | 242,599 | 24,230 | 13.29% | 13.29% | 335 | +7,445 | 3.17% | Q4 2025 | Feb 12, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Reduced | 240,317 | 24,002 | 1.55% | 1.71% | 336 | -18,787 | -7.25% | Q4 2025 | Jan 26, 2026 |
| FIRST HAWAIIAN BANK | History | Added to | 237,828 | 23,754 | 3.16% | 2.85% | 337 | +16,129 | 7.28% | Q4 2025 | Jan 05, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 236,209 | 23,592 | 0.26% | 0.17% | 338 | +85,708 | 56.95% | Q4 2025 | Feb 02, 2026 |
| Diversified Trust Co | History | Added to | 235,199 | 23,491 | 0.43% | 0.37% | 339 | +52,863 | 28.99% | Q4 2025 | Jan 09, 2026 |
| Snider Financial Group | History | Added to | 234,810 | 23,452 | 6.25% | 6.38% | 340 | +1,388 | 0.59% | Q4 2025 | Jan 21, 2026 |
| CAPITAL INSIGHT PARTNERS, LLC | History | Reduced | 234,552 | 23,427 | 4.96% | 4.43% | 341 | -32,321 | -12.11% | Q4 2025 | Feb 17, 2026 |
| CHEMUNG CANAL TRUST CO | History | Added to | 234,171 | 23,388 | 4.63% | 4.46% | 342 | +10,982 | 4.92% | Q4 2025 | Jan 14, 2026 |
| RED CEDAR INVESTMENT MANAGEMENT, LLC | History | Added to | 231,475 | 23,119 | 2.5% | 2.36% | 343 | +30,992 | 15.46% | Q4 2025 | Feb 11, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 231,434 | 23,116 | 0.76% | 0.69% | 344 | +31,846 | 15.96% | Q4 2025 | Feb 13, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 230,512 | 23,023 | 0.84% | 1.02% | 345 | +13,737 | 6.34% | Q4 2025 | Feb 09, 2026 |
| Sowell Financial Services LLC | History | Added to | 229,717 | 22,944 | 0.84% | 0.79% | 346 | +24,433 | 11.9% | Q4 2025 | Jan 21, 2026 |
| Sheridan Capital Management, LLC | History | Added to | 225,580 | 22,531 | 11.42% | 11.7% | 347 | +4,662 | 2.11% | Q4 2025 | Jan 23, 2026 |
| Ted Buchan & Co | History | Added to | 224,776 | 22,450 | 8.24% | 8.28% | 348 | +14,013 | 6.65% | Q4 2025 | Feb 11, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 223,933 | 22,366 | 0.24% | 0.22% | 349 | +79,448 | 54.99% | Q4 2025 | Jan 23, 2026 |
| Lutz Financial Services LLC | History | Added to | 219,891 | 21,962 | 1.49% | 1.53% | 350 | +9,007 | 4.27% | Q4 2025 | Feb 06, 2026 |
| NorthCrest Asset Manangement, LLC | History | Added to | 218,977 | 21,906 | 0.49% | 0.46% | 351 | +25,634 | 13.26% | Q4 2025 | Jan 08, 2026 |
| Clearstead Advisors, LLC | History | Added to | 217,140 | 21,688 | 0.27% | 0.23% | 352 | +39,415 | 22.18% | Q4 2025 | Feb 09, 2026 |
| Berger Financial Group, Inc | History | Reduced | 216,330 | 21,607 | 1.25% | 1.3% | 353 | -11 | -0.01% | Q4 2025 | Jan 27, 2026 |
| TCI Wealth Advisors, Inc. | History | Reduced | 213,260 | 21,300 | 1.17% | 1.3% | 354 | -3,506 | -1.62% | Q4 2025 | Feb 02, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 213,215 | 21,295 | 0.55% | 0.53% | 355 | +5,630 | 2.71% | Q4 2025 | Feb 03, 2026 |
| WRAPMANAGER INC | History | Reduced | 212,212 | 21,195 | 7.17% | 6.7% | 356 | -5,059 | -2.33% | Q4 2025 | Feb 06, 2026 |
| BALLAST ADVISORS LLC | History | Added to | 209,752 | 20,950 | 5.78% | 5.67% | 357 | +4,504 | 2.19% | Q4 2025 | Feb 03, 2026 |
| Hudock, Inc. | History | Reduced | 209,186 | 20,893 | 3.08% | 3.25% | 358 | -4,268 | -2.0% | Q4 2025 | Feb 12, 2026 |
| KELLY FINANCIAL GROUP LLC | History | Added to | 209,181 | 20,892 | 5.31% | 5.35% | 359 | +7,805 | 3.88% | Q4 2025 | Jan 23, 2026 |
| STEPHENS INC /AR/ | History | Added to | 207,813 | 20,756 | 0.26% | 0.24% | 360 | +20,389 | 10.88% | Q4 2025 | Feb 05, 2026 |
| TIEMANN INVESTMENT ADVISORS, LLC | History | Added to | 206,542 | 20,629 | 8.01% | 7.48% | 361 | +11,534 | 5.91% | Q4 2025 | Feb 13, 2026 |
| Westerkirk Capital Inc. | History | Reduced | 206,370 | 20,612 | 2.01% | 8.78% | 362 | -560,350 | -73.08% | Q4 2025 | Feb 11, 2026 |
| Thayer Partners, LLC / MA | History | New | 205,807 | 20,556 | 10.0% | — | 363 | +205,807 | New | Q4 2025 | Feb 05, 2026 |
| Foguth Wealth Management, LLC. | History | New | 204,503 | 20,419 | 3.17% | — | 364 | +204,503 | New | Q4 2025 | Jan 05, 2026 |
| INSIGHT 2811, INC. | History | Added to | 203,385 | 20,314 | 8.96% | 8.86% | 365 | +5,115 | 2.58% | Q4 2025 | Feb 03, 2026 |
| Forefront Wealth Partners, LLC | History | Added to | 202,518 | 20,227 | 9.58% | 4.71% | 366 | +15,746 | 8.43% | Q4 2025 | Feb 06, 2026 |
| Waverly Advisors, LLC | History | Added to | 201,591 | 20,135 | 0.16% | 0.2% | 367 | +822 | 0.41% | Q4 2025 | Feb 17, 2026 |
| DSG Capital Advisors, LLC | History | Reduced | 199,856 | 20,029 | 3.05% | 3.2% | 368 | -165 | -0.08% | Q4 2025 | Jan 27, 2026 |
| REGIMEN WEALTH, LLC | History | Added to | 200,313 | 20,007 | 5.85% | 5.88% | 369 | +2,574 | 1.3% | Q4 2025 | Feb 09, 2026 |
| Ally Invest Advisors Inc. | History | Added to | 199,572 | 19,933 | 1.38% | 1.3% | 370 | +18,566 | 10.26% | Q4 2025 | Feb 13, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 198,581 | 19,834 | 0.22% | 0.22% | 371 | +10,655 | 5.67% | Q4 2025 | Jan 20, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Added to | 198,307 | 19,806 | 1.26% | 1.29% | 372 | +404 | 0.2% | Q4 2025 | Jan 23, 2026 |
| Vise Technologies, Inc. | History | Added to | 197,400 | 19,716 | 0.39% | 0.24% | 373 | +133,154 | 207.26% | Q4 2025 | Feb 11, 2026 |
| Summit Wealth Partners, LLC | History | Reduced | 194,705 | 19,447 | 3.59% | 3.79% | 374 | -14,653 | -7.0% | Q4 2025 | Jan 27, 2026 |
| Joel Adams & Associates, Inc. | History | Added to | 194,514 | 19,428 | 14.6% | 14.2% | 375 | +18,929 | 10.78% | Q4 2025 | Jan 27, 2026 |
| ASPIRIANT, LLC | History | Added to | 193,384 | 19,315 | 0.55% | 0.5% | 376 | +29,715 | 18.16% | Q4 2025 | Jan 20, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 191,523 | 19,129 | 0.22% | 0.23% | 377 | -2,492 | -1.28% | Q4 2025 | Jan 21, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 190,811 | 19,058 | 0.23% | 0.19% | 378 | -20,031 | -9.5% | Q4 2025 | Feb 13, 2026 |
| RETIREMENT CAPITAL STRATEGIES | History | Added to | 185,897 | 18,567 | 6.88% | 6.68% | 379 | +12,170 | 7.01% | Q4 2025 | Feb 13, 2026 |
| Chesapeake Wealth Management | History | Added to | 185,510 | 18,528 | 5.52% | 5.34% | 380 | +10,927 | 6.26% | Q4 2025 | Feb 03, 2026 |
| Omega Financial Group, LLC | History | Added to | 185,474 | 18,525 | 6.1% | 5.8% | 381 | +10,608 | 6.07% | Q4 2025 | Jan 28, 2026 |
| Sunesis Advisors, LLC | History | Added to | 182,703 | 18,248 | 8.26% | 7.7% | 382 | +18,345 | 11.16% | Q4 2025 | Feb 02, 2026 |
| WATERSHED PRIVATE WEALTH LLC | History | Added to | 180,419 | 18,020 | 5.41% | 5.2% | 383 | +16,122 | 9.81% | Q4 2025 | Jan 23, 2026 |
| Diversified Enterprises, LLC | History | Added to | 178,432 | 17,821 | 1.06% | 1.16% | 384 | +7,187 | 4.2% | Q4 2025 | Jan 28, 2026 |
| Merit Financial Group, LLC | History | Added to | 176,777 | 17,656 | 0.14% | 0.09% | 385 | +76,494 | 76.28% | Q4 2025 | Jan 26, 2026 |
| CHOREO, LLC | History | Added to | 174,816 | 17,502 | 0.22% | 0.21% | 386 | +11,897 | 7.3% | Q4 2025 | Jan 23, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | New | 174,988 | 17,477 | 2.88% | — | 387 | +174,988 | New | Q4 2025 | Feb 18, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Reduced | 174,060 | 17,385 | 0.03% | 0.03% | 388 | -24,259 | -12.23% | Q4 2025 | Feb 17, 2026 |
| Alpha Financial Partners, LLC | History | Added to | 173,846 | 17,363 | 10.6% | 11.28% | 389 | +872 | 0.5% | Q4 2025 | Feb 10, 2026 |
| Cornerstone Wealth Group, LLC | History | Reduced | 173,673 | 17,346 | 1.19% | 3.78% | 390 | -385,292 | -68.93% | Q4 2025 | Jan 26, 2026 |
| F/m Investments LLC | History | Added to | 173,400 | 17,319 | 0.66% | 0.17% | 391 | +130,145 | 300.88% | Q4 2025 | Feb 03, 2026 |
| Kopp Family Office, LLC | History | Added to | 173,360 | 17,315 | 11.05% | 7.54% | 392 | +57,780 | 49.99% | Q4 2025 | Jan 12, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 172,070 | 17,186 | 0.02% | 0.03% | 393 | -12,980 | -7.01% | Q4 2025 | Feb 10, 2026 |
| Colonial Trust Advisors | History | Added to | 172,013 | 17,180 | 1.29% | 1.1% | 394 | +30,090 | 21.2% | Q4 2025 | Feb 12, 2026 |
| D L CARLSON INVESTMENT GROUP INC | History | Added to | 171,997 | 17,179 | 2.9% | 0.87% | 395 | +119,995 | 230.75% | Q4 2025 | Feb 17, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 171,436 | 17,123 | 0.35% | 0.92% | 396 | -224,230 | -56.67% | Q4 2025 | Feb 03, 2026 |
| Arrowroot Family Office, LLC | History | Added to | 170,820 | 17,061 | 6.21% | 5.5% | 397 | +33,353 | 24.26% | Q4 2025 | Feb 11, 2026 |
| FIRST HORIZON CORP | History | Added to | 170,793 | 17,058 | 0.76% | 0.41% | 398 | +82,999 | 94.54% | Q4 2025 | Jan 27, 2026 |
| Sigma Planning Corp | History | Added to | 169,983 | 16,999 | 0.47% | 0.48% | 399 | +1,914 | 1.14% | Q4 2025 | Jan 30, 2026 |
| WASHINGTON TRUST Co | History | Added to | 170,183 | 16,997 | 0.56% | 0.55% | 400 | +3,171 | 1.9% | Q4 2025 | Feb 10, 2026 |
| Alliance Wealth Management Group | History | Added to | 169,236 | 16,903 | 3.71% | 3.17% | 401 | +27,241 | 19.18% | Q4 2025 | Jan 21, 2026 |
| Financial Partners Group, Inc | History | Reduced | 168,763 | 16,898 | 1.95% | 2.13% | 402 | -1,662 | -0.98% | Q4 2025 | Feb 03, 2026 |
| WEBSTER BANK, N. A. | History | Added to | 168,905 | 16,870 | 1.58% | 1.59% | 403 | +4,122 | 2.5% | Q4 2025 | Jan 23, 2026 |
| OAK HARBOR WEALTH PARTNERS, LLC | History | Reduced | 168,856 | 16,865 | 4.05% | 4.39% | 404 | -8,450 | -4.77% | Q4 2025 | Feb 02, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 168,392 | 16,818 | 0.09% | 0.1% | 405 | +11,800 | 7.54% | Q4 2025 | Feb 03, 2026 |
| Genus Capital Management Inc. | History | Added to | 166,800 | 16,659 | 1.94% | 1.94% | 406 | +240 | 0.14% | Q4 2025 | Feb 09, 2026 |
| Lifestyle Asset Management, Inc. | History | Added to | 166,381 | 16,618 | 5.41% | 4.14% | 407 | +45,513 | 37.66% | Q4 2025 | Feb 11, 2026 |
| FIDUCIENT ADVISORS LLC | History | Added to | 165,937 | 16,573 | 2.05% | 1.87% | 408 | +6,445 | 4.04% | Q4 2025 | Feb 10, 2026 |
| Litman Gregory Wealth Management LLC | History | Added to | 165,573 | 16,537 | 1.21% | 0.11% | 409 | +150,969 | 1033.75% | Q4 2025 | Feb 12, 2026 |
| PEDDOCK CAPITAL ADVISORS, LLC | History | Added to | 165,170 | 16,497 | 3.46% | 2.96% | 410 | +28,252 | 20.63% | Q4 2025 | Jan 21, 2026 |
| Calamos Wealth Management LLC | History | Added to | 165,018 | 16,481 | 0.57% | 0.53% | 411 | +17,035 | 11.51% | Q4 2025 | Jan 29, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Added to | 164,769 | 16,457 | 0.79% | 0.36% | 412 | +93,144 | 130.04% | Q4 2025 | Feb 04, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 164,341 | 16,414 | 0.13% | 0.19% | 413 | -201,921 | -55.13% | Q4 2025 | Feb 13, 2026 |
| Cerity Partners OCIO LLC | History | Added to | 163,688 | 16,349 | 0.9% | 0.53% | 414 | +60,633 | 58.84% | Q4 2025 | Feb 11, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | Added to | 159,772 | 15,958 | 1.84% | 1.73% | 415 | +23,742 | 17.45% | Q4 2025 | Feb 17, 2026 |
| Providence First Trust Co | History | Added to | 158,533 | 15,834 | 5.48% | 5.06% | 416 | +12,997 | 8.93% | Q4 2025 | Feb 03, 2026 |
| Granite Harbor Advisors, Inc. | History | Added to | 158,515 | 15,832 | 6.69% | 6.23% | 417 | +10,659 | 7.21% | Q4 2025 | Jan 22, 2026 |
| Dakota Wealth Management | History | Reduced | 158,047 | 15,785 | 0.28% | 0.83% | 418 | -255,124 | -61.75% | Q4 2025 | Jan 13, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Reduced | 155,259 | 15,507 | 0.2% | 0.21% | 419 | -4,103 | -2.57% | Q4 2025 | Jan 22, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Reduced | 154,348 | 15,416 | 0.37% | 0.48% | 420 | -38,779 | -20.08% | Q4 2025 | Feb 03, 2026 |
| Discipline Wealth Solutions, LLC | History | Added to | 154,223 | 15,403 | 2.86% | 0.7% | 421 | +127,677 | 480.97% | Q4 2025 | Jan 26, 2026 |
| ES4, LLC | History | New | 153,671 | 15,348 | 10.58% | — | 422 | +153,671 | New | Q4 2025 | Feb 13, 2026 |
| Richard W. Paul & Associates, LLC | History | Added to | 152,954 | 15,277 | 5.07% | 4.33% | 423 | +26,419 | 20.88% | Q4 2025 | Feb 12, 2026 |
| Cercano Management LLC | History | No change | 151,570 | 15,138 | 0.57% | 0.58% | 424 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| FAGAN ASSOCIATES, INC. | History | Added to | 150,975 | 15,079 | 2.01% | 1.94% | 425 | +11,092 | 7.93% | Q4 2025 | Jan 30, 2026 |
| Onyx Bridge Wealth Group LLC | History | Reduced | 150,449 | 15,026 | 1.6% | 1.9% | 426 | -23,711 | -13.61% | Q4 2025 | Feb 18, 2026 |
| FIRST FOUNDATION ADVISORS | History | Reduced | 149,292 | 14,911 | 0.56% | 0.69% | 427 | -36,796 | -19.77% | Q4 2025 | Feb 04, 2026 |
| Tide Cove Capital Partners LLC | History | Added to | 148,746 | 14,887 | 10.27% | 11.32% | 428 | +1,987 | 1.35% | Q4 2025 | Feb 10, 2026 |
| Silverleafe Capital Partners, LLC | History | Reduced | 148,767 | 14,858 | 4.41% | 4.65% | 429 | -2,992 | -1.97% | Q4 2025 | Jan 12, 2026 |
| Wilmington Savings Fund Society, FSB | History | Added to | 148,079 | 14,790 | 0.35% | 0.31% | 430 | +19,935 | 15.56% | Q4 2025 | Feb 12, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 147,215 | 14,703 | 0.04% | 0.03% | 431 | +19,646 | 15.4% | Q4 2025 | Feb 17, 2026 |
| COMMERCE BANK | History | Added to | 146,429 | 14,625 | 0.08% | 0.08% | 432 | +9,050 | 6.59% | Q4 2025 | Feb 13, 2026 |
| DONALDSON CAPITAL MANAGEMENT, LLC | History | Added to | 146,381 | 14,620 | 0.46% | 0.4% | 433 | +21,098 | 16.84% | Q4 2025 | Jan 14, 2026 |
| Prospera Financial Services Inc | History | Reduced | 145,984 | 14,585 | 0.24% | 0.26% | 434 | -6,564 | -4.3% | Q4 2025 | Feb 09, 2026 |
| MidWestOne Financial Group, Inc. | History | Reduced | 145,786 | 14,561 | 1.62% | 1.87% | 435 | -7,828 | -5.1% | Q4 2025 | Feb 12, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 145,479 | 14,530 | 0.11% | 0.1% | 436 | +20,308 | 16.22% | Q4 2025 | Feb 12, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 144,606 | 14,443 | 0.94% | 0.95% | 437 | +6,243 | 4.51% | Q4 2025 | Jan 23, 2026 |
| Mullooly Asset Management, Inc. | History | Added to | 144,478 | 14,430 | 5.28% | 5.04% | 438 | +13,352 | 10.18% | Q4 2025 | Feb 06, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | New | 144,069 | 14,424 | 0.01% | — | 439 | +144,069 | New | Q4 2025 | Feb 13, 2026 |
| MOTIVE WEALTH ADVISORS | History | Added to | 144,353 | 14,417 | 6.14% | 6.2% | 440 | +955 | 0.67% | Q4 2025 | Jan 15, 2026 |
| Eagle Strategies LLC | History | Added to | 144,270 | 14,409 | 1.84% | 1.36% | 441 | +42,633 | 41.95% | Q4 2025 | Jan 23, 2026 |
| FC Advisory LLC | History | Added to | 144,198 | 14,402 | 4.14% | 4.1% | 442 | +4,271 | 3.05% | Q4 2025 | Jan 13, 2026 |
| Family Capital Trust Co | History | Added to | 143,818 | 14,364 | 4.69% | 4.79% | 443 | +943 | 0.66% | Q4 2025 | Jan 27, 2026 |
| Aquire Wealth Advisors, LLC | History | Reduced | 143,524 | 14,335 | 3.73% | 3.93% | 444 | -15,783 | -9.91% | Q4 2025 | Jan 07, 2026 |
| Sharp Wealth Advisory, LLC | History | Added to | 143,439 | 14,326 | 7.21% | 7.32% | 445 | +9,245 | 6.89% | Q4 2025 | Jan 16, 2026 |
| PRAIRIEVIEW WEALTH PARTNERS, LLC | History | Added to | 143,182 | 14,301 | 12.97% | 13.11% | 446 | +3,968 | 2.85% | Q4 2025 | Feb 05, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 142,686 | 14,251 | 0.18% | 0.18% | 447 | -19,550 | -12.05% | Q4 2025 | Feb 02, 2026 |
| Vantage Financial Partners, LLC | History | Reduced | 142,343 | 14,217 | 2.89% | 3.04% | 448 | -1,506 | -1.05% | Q4 2025 | Feb 03, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 141,975 | 14,204 | 0.45% | 0.15% | 449 | +97,301 | 217.8% | Q4 2025 | Jan 23, 2026 |
| rebel Financial LLC | History | New | 141,986 | 14,181 | 6.06% | — | 450 | +141,986 | New | Q4 2025 | Mar 27, 2026 |
| Montecito Bank & Trust | History | Reduced | 141,826 | 14,165 | 2.26% | 2.22% | 451 | -660 | -0.46% | Q4 2025 | Jan 09, 2026 |
| Global Endowment Management, LP | History | Added to | 141,206 | 14,104 | 1.76% | 1.77% | 452 | +291 | 0.21% | Q4 2025 | Feb 13, 2026 |
| Ameliora Wealth Management Ltd. | History | Added to | 140,291 | 14,012 | 4.27% | 4.12% | 453 | +16,805 | 13.61% | Q4 2025 | Jan 21, 2026 |
| High Net Worth Advisory Group LLC | History | Added to | 139,637 | 13,946 | 3.21% | 3.26% | 454 | +4,674 | 3.46% | Q4 2025 | Jan 23, 2026 |
| Evensky & Katz LLC | History | Added to | 139,416 | 13,925 | 0.79% | 0.78% | 455 | +5,800 | 4.34% | Q4 2025 | Feb 05, 2026 |
| CVA Family Office, LLC | History | Added to | 139,233 | 13,906 | 1.6% | 1.47% | 456 | +25,376 | 22.29% | Q4 2025 | Jan 12, 2026 |
| Permanent Capital Management, LP | History | Added to | 138,582 | 13,841 | 2.7% | 2.55% | 457 | +2,285 | 1.68% | Q4 2025 | Jan 07, 2026 |
| Sound Financial Strategies Group, LLC | History | Reduced | 137,922 | 13,775 | 9.73% | 10.41% | 458 | -4,392 | -3.09% | Q4 2025 | Feb 03, 2026 |
| Mann Financial Group, Inc. | History | Reduced | 137,684 | 13,751 | 13.3% | 13.72% | 459 | -896 | -0.65% | Q4 2025 | Feb 09, 2026 |
| SG Trading Solutions, LLC | History | New | 136,798 | 13,663 | 3.17% | — | 460 | +136,798 | New | Q4 2025 | Feb 24, 2026 |
| Rothschild Wealth LLC | History | Added to | 136,710 | 13,654 | 1.31% | 2.61% | 461 | +17,399 | 14.58% | Q4 2025 | Feb 17, 2026 |
| Markin Asset Management, LP | History | New | 135,753 | 13,559 | 14.9% | — | 462 | +135,753 | New | Q4 2025 | Feb 13, 2026 |
| Caldwell Trust Co | History | Added to | 135,527 | 13,536 | 1.2% | 1.07% | 464 | +21,183 | 18.53% | Q4 2025 | Jan 30, 2026 |
| GREENWOOD CAPITAL ASSOCIATES LLC | History | Added to | 135,525 | 13,536 | 1.47% | 1.54% | 463 | +2,798 | 2.11% | Q4 2025 | Jan 26, 2026 |
| Brandywine Asset Management, Inc. | History | New | 135,061 | 13,460 | 9.46% | — | 465 | +135,061 | New | Q4 2025 | Feb 12, 2026 |
| Cynosure Group, LLC | History | Added to | 134,659 | 13,449 | 1.37% | 1.42% | 466 | +4,358 | 3.34% | Q4 2025 | Feb 17, 2026 |
| Modern Wealth Management, LLC | History | Added to | 133,937 | 13,377 | 0.24% | 0.26% | 467 | +2,585 | 1.97% | Q4 2025 | Feb 17, 2026 |
| Sandy Cove Advisors, LLC | History | Reduced | 133,567 | 13,340 | 3.95% | 4.84% | 469 | -17,584 | -11.63% | Q4 2025 | Feb 09, 2026 |
| NWAM LLC | History | Added to | 133,081 | 13,340 | 0.75% | 0.71% | 468 | +2,771 | 2.13% | Q4 2025 | Feb 04, 2026 |
| Freestate Advisors LLC | History | Added to | 133,047 | 13,288 | 10.8% | 10.69% | 470 | +5,886 | 4.63% | Q4 2025 | Jan 12, 2026 |
| Somnio Financial Group, LLC | History | Added to | 131,626 | 13,146 | 8.69% | 8.62% | 471 | +4,803 | 3.79% | Q4 2025 | Jan 08, 2026 |
| Smith & Howard Wealth Management, LLC | History | Reduced | 131,593 | 13,143 | 2.96% | 3.16% | 472 | -5,245 | -3.83% | Q4 2025 | Feb 03, 2026 |
| EASTERLY INVESTMENT PARTNERS LLC | History | No change | 131,350 | 13,119 | 0.81% | 0.89% | 473 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| HB Wealth Management, LLC | History | Added to | 131,197 | 13,104 | 0.08% | 0.09% | 474 | +2,891 | 2.25% | Q4 2025 | Jan 28, 2026 |
| IHT Wealth Management, LLC | History | Added to | 131,151 | 13,099 | 0.32% | 0.3% | 475 | +13,305 | 11.29% | Q4 2025 | Feb 17, 2026 |
| One Day In July LLC | History | Added to | 130,638 | 13,048 | 1.07% | 0.99% | 476 | +13,503 | 11.53% | Q4 2025 | Feb 04, 2026 |
| Slow Capital, Inc. | History | Added to | 130,527 | 13,037 | 1.56% | 1.24% | 477 | +24,945 | 23.63% | Q4 2025 | Jan 26, 2026 |
| SFAM, LLC | History | New | 128,849 | 12,869 | 11.77% | — | 478 | +128,849 | New | Q4 2025 | Feb 12, 2026 |
| CENTRAL BANK & TRUST CO | History | Added to | 128,716 | 12,856 | 1.99% | 1.91% | 479 | +7,938 | 6.57% | Q4 2025 | Jan 09, 2026 |
| TruWealth Advisors, LLC | History | Added to | 126,909 | 12,675 | 0.62% | 0.61% | 480 | +6,673 | 5.55% | Q4 2025 | Jan 07, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 126,189 | 12,603 | 0.35% | 0.43% | 481 | +57,326 | 83.25% | Q4 2025 | Feb 10, 2026 |
| Accelerate Investment Advisors LLC | History | Added to | 125,672 | 12,552 | 8.46% | 8.47% | 482 | +1,552 | 1.25% | Q4 2025 | Jan 12, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Added to | 125,288 | 12,513 | 0.4% | 0.37% | 483 | +13,305 | 11.88% | Q4 2025 | Jan 30, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Reduced | 125,160 | 12,500 | 0.19% | 0.2% | 484 | -4,196 | -3.24% | Q4 2025 | Jan 22, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Reduced | 125,064 | 12,491 | 0.7% | 0.92% | 485 | -22,979 | -15.52% | Q4 2025 | Feb 04, 2026 |
| Walker Financial Services, Inc. | History | Reduced | 124,458 | 12,430 | 4.5% | 6.14% | 486 | -32,897 | -20.91% | Q4 2025 | Jan 28, 2026 |
| High Note Wealth, LLC | History | Added to | 123,228 | 12,308 | 2.41% | 2.31% | 487 | +8,377 | 7.29% | Q4 2025 | Feb 05, 2026 |
| McGlone Suttner Wealth Management, Inc. | History | Added to | 122,640 | 12,249 | 1.65% | 1.64% | 488 | +5,563 | 4.75% | Q4 2025 | Jan 15, 2026 |
| TCP Asset Management, LLC | History | Added to | 120,338 | 12,019 | 2.02% | 2.02% | 489 | +7,388 | 6.54% | Q4 2025 | Jan 07, 2026 |
| LifePlan Investment Advisors, Inc. | History | Added to | 120,122 | 11,997 | 4.89% | 4.87% | 490 | +4,235 | 3.65% | Q4 2025 | Feb 09, 2026 |
| HTG Investment Advisors, Inc. | History | Added to | 120,054 | 11,990 | 3.68% | 3.88% | 491 | +5,018 | 4.36% | Q4 2025 | Feb 02, 2026 |
| LIGHTHOUSE FINANCIAL SERVICES INC /ADV | History | New | 119,925 | 11,978 | 2.75% | — | 492 | +119,925 | New | Q4 2025 | Feb 03, 2026 |
| LMG Wealth Partners, LLC | History | Added to | 119,714 | 11,957 | 2.23% | 2.23% | 493 | +307 | 0.26% | Q4 2025 | Feb 02, 2026 |
| Rakuten Investment Management, Inc. | History | No change | 118,910 | 11,921 | 0.04% | 0.04% | 494 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 119,047 | 11,890 | 0.04% | 0.01% | 495 | +72,617 | 156.4% | Q4 2025 | Feb 13, 2026 |
| Catalyst Capital Advisors LLC | History | Reduced | 118,496 | 11,835 | 0.24% | 0.25% | 496 | -3,443 | -2.82% | Q4 2025 | Feb 10, 2026 |
| Peak Financial Management, Inc. | History | Added to | 118,399 | 11,825 | 3.05% | 3.06% | 497 | +2,996 | 2.6% | Q4 2025 | Jan 23, 2026 |
| PFG Advisors | History | Added to | 117,628 | 11,748 | 0.57% | 0.46% | 498 | +4,684 | 4.15% | Q4 2025 | Jan 27, 2026 |
| Townsend Financial Planning, LLC | History | New | 117,451 | 11,730 | 11.74% | — | 499 | +117,451 | New | Q4 2025 | Feb 17, 2026 |
| Oldfather Financial Services, LLC | History | Added to | 117,091 | 11,695 | 3.48% | 3.2% | 500 | +14,596 | 14.24% | Q4 2025 | Jan 16, 2026 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | History | Added to | 116,691 | 11,655 | 2.62% | 2.11% | 501 | +27,071 | 30.21% | Q4 2025 | Jan 12, 2026 |
| Parkway Wealth Management Group, LLC | History | New | 116,568 | 11,642 | 1.56% | — | 502 | +116,568 | New | Q4 2025 | Feb 10, 2026 |
| Strategic Financial Partners, Ltd. | History | Added to | 115,688 | 11,554 | 5.0% | 5.24% | 503 | +1,487 | 1.3% | Q4 2025 | Feb 11, 2026 |
| Financial & Tax Architects, LLC | History | Reduced | 115,271 | 11,513 | 2.59% | 3.06% | 504 | -23,043 | -16.66% | Q4 2025 | Jan 21, 2026 |
| Roundview Capital LLC | History | Added to | 114,627 | 11,448 | 0.7% | 0.69% | 505 | +5,048 | 4.61% | Q4 2025 | Feb 09, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 114,578 | 11,444 | 0.02% | 0.02% | 506 | -1,055 | -0.91% | Q4 2025 | Feb 10, 2026 |
| AMES NATIONAL CORP | History | Added to | 113,858 | 11,372 | 6.66% | 6.41% | 507 | +6,079 | 5.64% | Q4 2025 | Feb 13, 2026 |
| Carbahal Olsen Financial Services Group, LLC | History | Added to | 112,938 | 11,280 | 8.66% | 8.87% | 508 | +2,712 | 2.46% | Q4 2025 | Feb 02, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 112,635 | 11,249 | 0.28% | 0.28% | 509 | +2,408 | 2.18% | Q4 2025 | Jan 28, 2026 |
| Van Hulzen Asset Management, LLC | History | Reduced | 112,586 | 11,245 | 0.83% | 0.84% | 510 | -581 | -0.51% | Q4 2025 | Feb 06, 2026 |
| COREPATH WEALTH PARTNERS LLC | History | Added to | 112,087 | 11,221 | 7.52% | 8.03% | 511 | +1,416 | 1.28% | Q4 2025 | Jan 15, 2026 |
| Colonial Trust Co / SC | History | Added to | 111,690 | 11,155 | 1.49% | 1.29% | 512 | +16,186 | 16.95% | Q4 2025 | Feb 12, 2026 |
| Independent Solutions Wealth Management, LLC | History | Reduced | 111,580 | 11,144 | 2.05% | 2.09% | 513 | -5,574 | -4.76% | Q4 2025 | Feb 05, 2026 |
| Blue Chip Partners, LLC | History | Added to | 111,373 | 11,123 | 0.81% | 0.82% | 514 | +2,078 | 1.9% | Q4 2025 | Feb 18, 2026 |
| Souders Financial Advisors | History | Reduced | 111,202 | 11,106 | 1.27% | 2.42% | 515 | -92,117 | -45.31% | Q4 2025 | Feb 02, 2026 |
| CFS Investment Advisory Services, LLC | History | Added to | 110,872 | 11,073 | 0.81% | 0.77% | 516 | +8,279 | 8.07% | Q4 2025 | Feb 10, 2026 |
| Timonier Family Office, LTD. | History | Added to | 110,467 | 11,033 | 3.5% | 3.41% | 517 | +6,719 | 6.48% | Q4 2025 | Feb 04, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 109,257 | 10,912 | 0.53% | 0.34% | 518 | +52,382 | 92.1% | Q4 2025 | Jan 28, 2026 |
| Northwest Bancshares, Inc. | History | New | 108,021 | 10,789 | 2.09% | — | 519 | +108,021 | New | Q4 2025 | Feb 13, 2026 |
| JT Stratford LLC | History | Reduced | 107,421 | 10,729 | 1.38% | 4.04% | 520 | -193,296 | -64.28% | Q4 2025 | Feb 12, 2026 |
| Cosner Financial Group, LLC | History | Added to | 106,970 | 10,684 | 5.45% | 5.48% | 521 | +5,372 | 5.29% | Q4 2025 | Jan 30, 2026 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | History | No change | 106,698 | 10,677 | 0.07% | 0.08% | 522 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Wescott Financial Advisory Group, LLC | History | Added to | 106,819 | 10,669 | 0.93% | 0.91% | 523 | +5,548 | 5.48% | Q4 2025 | Feb 12, 2026 |
| Kovitz Investment Group Partners, LLC | History | Reduced | 106,257 | 10,612 | 0.23% | 0.18% | 524 | -354,312 | -76.93% | Q4 2025 | Feb 20, 2026 |
| Clearwater Capital Advisors, LLC | History | Reduced | 105,505 | 10,537 | 0.88% | 1.11% | 525 | -24,882 | -19.08% | Q4 2025 | Feb 09, 2026 |
| Coastline Trust Co | History | Added to | 105,298 | 10,517 | 0.99% | 0.95% | 526 | +16,656 | 18.79% | Q4 2025 | Jan 05, 2026 |
| INTERACTIVE FINANCIAL ADVISORS, INC. | History | Reduced | 104,866 | 10,474 | 6.77% | 6.61% | 527 | -17,034 | -13.97% | Q4 2025 | Feb 09, 2026 |
| WealthPlan Investment Management, LLC | History | Added to | 104,491 | 10,436 | 0.66% | 0.43% | 528 | +40,376 | 62.97% | Q4 2025 | Feb 05, 2026 |
| Koenig Investment Advisory, LLC | History | New | 102,827 | 10,406 | 8.44% | — | 529 | +102,827 | New | Q4 2025 | Mar 03, 2026 |
| CX Institutional | History | Reduced | 103,670 | 10,355 | 0.31% | 0.48% | 530 | -53,821 | -34.17% | Q4 2025 | Feb 02, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | Added to | 103,377 | 10,325 | 0.04% | 0.04% | 531 | +1,864 | 1.84% | Q4 2025 | Feb 09, 2026 |
| Sonoma Allocations LLC | History | Added to | 103,256 | 10,296 | 3.42% | 0.17% | 532 | +98,759 | 2196.11% | Q4 2025 | Feb 23, 2026 |
| Emergent Wealth Advisors, LLC | History | Reduced | 103,062 | 10,293 | 5.79% | 6.31% | 533 | -5,007 | -4.63% | Q4 2025 | Jan 14, 2026 |
| Andina Capital Management, LLC | History | Added to | 102,860 | 10,273 | 6.21% | 5.53% | 534 | +5,272 | 5.4% | Q4 2025 | Feb 12, 2026 |
| IFP Advisors, Inc | History | Added to | 102,663 | 10,253 | 0.23% | 0.25% | 535 | +5,779 | 5.96% | Q4 2025 | Feb 06, 2026 |
| RFG Advisory, LLC | History | Reduced | 102,464 | 10,234 | 0.19% | 0.22% | 536 | -5,393 | -5.0% | Q4 2025 | Feb 03, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 102,457 | 10,233 | 0.1% | 0.08% | 537 | +21,803 | 27.03% | Q4 2025 | Feb 13, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 102,449 | 10,232 | 0.45% | 0.45% | 538 | -5,077 | -4.72% | Q4 2025 | Feb 17, 2026 |
| Optas, LLC | History | Added to | 102,071 | 10,195 | 1.59% | 1.4% | 539 | +19,875 | 24.18% | Q4 2025 | Jan 27, 2026 |
| NorthLanding Financial Partners, LLC | History | Added to | 101,231 | 10,110 | 8.12% | 7.84% | 540 | +7,507 | 8.01% | Q4 2025 | Jan 26, 2026 |
| Blankinship & Foster, LLC | History | Added to | 100,619 | 10,049 | 2.17% | 2.2% | 541 | +198 | 0.2% | Q4 2025 | Jan 23, 2026 |
| U S WEALTH GROUP, LLC. | History | New | 100,485 | 10,036 | 6.61% | — | 542 | +100,485 | New | Q4 2025 | Mar 17, 2026 |
| LeConte Wealth Management, LLC | History | Added to | 100,121 | 10,000 | 6.53% | 5.79% | 543 | +13,625 | 15.75% | Q4 2025 | Jan 15, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 99,824 | 9,970 | 0.06% | 0.07% | 544 | -12,599 | -11.21% | Q4 2025 | Feb 09, 2026 |
| ACIMA PRIVATE WEALTH, LLC | History | Added to | 99,377 | 9,925 | 3.08% | 2.47% | 545 | +20,817 | 26.5% | Q4 2025 | Jan 15, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 131,933 | 9,908 | 0.24% | 0.25% | 546 | +655 | 0.5% | Q4 2025 | Feb 11, 2026 |
| Amtrust Financial Services, Inc. | History | No change | 98,560 | 9,844 | 3.12% | 3.29% | 547 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Hirtle Callaghan & Co LLC | History | Added to | 98,398 | 9,827 | 0.33% | 0.23% | 548 | +32,874 | 50.17% | Q4 2025 | Feb 04, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Added to | 97,689 | 9,757 | 0.7% | 0.49% | 549 | +28,174 | 40.53% | Q4 2025 | Feb 12, 2026 |
| NewSquare Capital LLC | History | Reduced | 97,591 | 9,747 | 0.86% | 0.91% | 550 | -36,809 | -27.39% | Q4 2025 | Feb 17, 2026 |
| Investment Research Partners LLC | History | Added to | 97,161 | 9,704 | 4.17% | 4.16% | 551 | +5,405 | 5.89% | Q4 2025 | Feb 12, 2026 |
| Greykasell Wealth Strategies, Inc. | History | Added to | 96,203 | 9,608 | 3.79% | 3.97% | 552 | +2,195 | 2.33% | Q4 2025 | Feb 11, 2026 |
| Golden State Equity Partners | History | Added to | 95,916 | 9,580 | 1.55% | 1.6% | 553 | +1,474 | 1.56% | Q4 2025 | Jan 29, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | Added to | 95,641 | 9,552 | 0.68% | 0.63% | 554 | +2,729 | 2.94% | Q4 2025 | Jan 14, 2026 |
| MGO Private Wealth, LLC | History | Reduced | 95,584 | 9,546 | 5.91% | 5.88% | 555 | -2,161 | -2.21% | Q4 2025 | Feb 10, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 94,763 | 9,486 | 0.23% | 0.22% | 556 | +11,748 | 14.15% | Q4 2025 | Jan 28, 2026 |
| IFG Advisory, LLC | History | Reduced | 92,498 | 9,238 | 0.4% | 0.43% | 557 | -2,761 | -2.9% | Q4 2025 | Feb 10, 2026 |
| Firestone Capital Management | History | Added to | 92,045 | 9,193 | 1.95% | 1.99% | 558 | +283 | 0.31% | Q4 2025 | Feb 09, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Reduced | 91,951 | 9,184 | 0.44% | 0.84% | 559 | -28,811 | -23.86% | Q4 2025 | Feb 12, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | Reduced | 91,891 | 9,178 | 0.07% | 0.09% | 560 | -40,209 | -30.44% | Q4 2025 | Feb 17, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 91,460 | 9,135 | 0.12% | 0.11% | 561 | +12,139 | 15.3% | Q4 2025 | Jan 30, 2026 |
| Aventus Investment Advisors, Inc. | History | Added to | 91,462 | 9,135 | 7.4% | 7.52% | 562 | +3,543 | 4.03% | Q4 2025 | Jan 14, 2026 |
| Silver Coast Investments LLC | History | Added to | 90,098 | 8,998 | 3.1% | 3.04% | 563 | +1,703 | 1.93% | Q4 2025 | Jan 27, 2026 |
| Westside Investment Management, Inc. | History | Added to | 89,622 | 8,951 | 1.43% | 1.4% | 564 | +2,250 | 2.58% | Q4 2025 | Jan 23, 2026 |
| Addis & Hill, Inc | History | Added to | 89,336 | 8,922 | 5.41% | 5.43% | 565 | +479 | 0.54% | Q4 2025 | Jan 06, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 88,287 | 8,818 | 0.41% | 0.4% | 566 | +2,848 | 3.33% | Q4 2025 | Feb 17, 2026 |
| Capstone Financial Advisors, Inc. | History | Reduced | 88,045 | 8,793 | 0.47% | 0.49% | 567 | -2,856 | -3.14% | Q4 2025 | Feb 17, 2026 |
| Bowman & Co S.C. | History | Reduced | 87,965 | 8,786 | 3.7% | 4.19% | 568 | -11,010 | -11.12% | Q4 2025 | Jan 23, 2026 |
| ACT WEALTH MANAGEMENT, LLC | History | Added to | 87,888 | 8,778 | 2.87% | 3.03% | 569 | +1,523 | 1.76% | Q4 2025 | Jan 15, 2026 |
| JUNCTURE WEALTH STRATEGIES, LLC | History | Added to | 87,774 | 8,766 | 2.89% | 2.72% | 570 | +6,705 | 8.27% | Q4 2025 | Jan 27, 2026 |
| Atlas Private Wealth Advisors | History | Added to | 87,500 | 8,739 | 2.04% | 1.98% | 571 | +7,064 | 8.78% | Q4 2025 | Feb 05, 2026 |
| NBT BANK N A /NY | History | Reduced | 10,321 | 8,461 | 0.55% | 0.54% | 572 | -64 | -0.62% | Q4 2025 | Jan 23, 2026 |
| Csenge Advisory Group | History | Reduced | 84,679 | 8,457 | 0.38% | 0.42% | 573 | -2,687 | -3.08% | Q4 2025 | Feb 06, 2026 |
| Accurate Wealth Management, LLC | History | Added to | 84,133 | 8,426 | 1.07% | 1.07% | 574 | +4,710 | 5.93% | Q4 2025 | Jan 14, 2026 |
| FDx Advisors, Inc. | History | Reduced | 84,197 | 8,410 | 4.29% | 2.66% | 575 | -4,087 | -4.63% | Q4 2025 | Feb 10, 2026 |
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC | History | Added to | 83,991 | 8,389 | 7.54% | 7.53% | 576 | +2,690 | 3.31% | Q4 2025 | Jan 23, 2026 |
| Boomfish Wealth Group, LLC | History | Added to | 83,947 | 8,384 | 4.48% | 3.91% | 577 | +11,618 | 16.06% | Q4 2025 | Jan 21, 2026 |
| Storen Legacy Partners, LLC | History | New | 83,903 | 8,380 | 2.63% | — | 578 | +83,903 | New | Q4 2025 | Mar 05, 2026 |
| Midwestern Financial, LLC /IA | History | Added to | 83,522 | 8,342 | 6.9% | 6.9% | 579 | +3,325 | 4.15% | Q4 2025 | Feb 06, 2026 |
| DURANTE & WATERS, LLC | History | Added to | 83,449 | 8,334 | 5.81% | 5.95% | 580 | +2,736 | 3.39% | Q4 2025 | Jan 30, 2026 |
| Heritage Financial Services, LLC | History | Added to | 83,382 | 8,328 | 0.7% | 0.71% | 581 | +4,935 | 6.29% | Q4 2025 | Feb 02, 2026 |
| Financial Planning Navigators CORP | History | New | 83,053 | 8,295 | 3.81% | — | 582 | +83,053 | New | Q4 2025 | Jan 16, 2026 |
| Edgestream Partners, L.P. | History | Reduced | 82,799 | 8,269 | 0.23% | 0.28% | 583 | -11,533 | -12.23% | Q4 2025 | Feb 13, 2026 |
| Columbus Macro, LLC | History | Reduced | 82,500 | 8,240 | 0.9% | 1.04% | 584 | -9,040 | -9.88% | Q4 2025 | Jan 15, 2026 |
| Glassy Mountain Advisors, Inc. | History | Added to | 82,368 | 8,226 | 2.49% | 2.28% | 585 | +6,788 | 8.98% | Q4 2025 | Feb 10, 2026 |
| Avantax Planning Partners, Inc. | History | Reduced | 80,970 | 8,087 | 0.23% | 0.24% | 586 | -3,843 | -4.53% | Q4 2025 | Feb 05, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Added to | 80,194 | 8,009 | 0.22% | 0.2% | 587 | +9,088 | 12.78% | Q4 2025 | Feb 03, 2026 |
| Chesley Taft & Associates LLC | History | Added to | 79,983 | 7,988 | 0.32% | 0.33% | 588 | +3,291 | 4.29% | Q4 2025 | Jan 14, 2026 |
| Facet Wealth, Inc. | History | Added to | 79,750 | 7,986 | 0.14% | 0.16% | 589 | +655 | 0.83% | Q4 2025 | Jan 29, 2026 |
| GeoWealth Management, LLC | History | Added to | 79,712 | 7,961 | 0.29% | 0.17% | 590 | +33,127 | 71.11% | Q4 2025 | Feb 17, 2026 |
| Arete Wealth Advisors, LLC | History | Reduced | 79,495 | 7,941 | 0.48% | 0.53% | 591 | -5,328 | -6.28% | Q4 2025 | Feb 13, 2026 |
| KFA Private Wealth Group, LLC | History | Reduced | 78,922 | 7,882 | 1.92% | 2.3% | 592 | -1,316 | -1.64% | Q4 2025 | Jan 07, 2026 |
| TBH Global Asset Management, LLC | History | Reduced | 78,893 | 7,879 | 1.31% | 1.85% | 593 | -15,889 | -16.76% | Q4 2025 | Jan 29, 2026 |
| Pinnacle Financial Group, LLC / IL | History | Added to | 78,849 | 7,875 | 2.29% | 2.12% | 594 | +8,801 | 12.56% | Q4 2025 | Feb 05, 2026 |
| Capstone Capital Management Ltd | History | New | 78,553 | 7,845 | 7.53% | — | 595 | +78,553 | New | Q4 2025 | Feb 06, 2026 |
| Destiny Capital Corp/CO | History | Added to | 78,437 | 7,834 | 4.03% | 4.2% | 596 | +1,525 | 1.98% | Q4 2025 | Jan 23, 2026 |
| GM Advisory Group, LLC | History | Reduced | 78,321 | 7,822 | 0.31% | 0.35% | 597 | -4,414 | -5.34% | Q4 2025 | Feb 13, 2026 |
| Wayfinding Financial, LLC | History | Reduced | 78,237 | 7,814 | 3.31% | 3.61% | 598 | -5,513 | -6.58% | Q4 2025 | Feb 12, 2026 |
| Livet Wealth, LLC | History | New | 77,631 | 7,753 | 4.78% | — | 599 | +77,631 | New | Q4 2025 | Feb 13, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | Added to | 77,552 | 7,745 | 2.42% | 2.32% | 600 | +8,518 | 12.34% | Q4 2025 | Jan 07, 2026 |
| TPG Advisors LLC | History | Added to | 77,270 | 7,717 | 4.8% | 4.43% | 601 | +10,139 | 15.1% | Q4 2025 | Jan 21, 2026 |
| Kovack Advisors, Inc. | History | Added to | 76,515 | 7,642 | 0.36% | 0.58% | 602 | +15,059 | 24.5% | Q4 2025 | Feb 17, 2026 |
| Erickson Financial Group, LLC | History | Added to | 76,352 | 7,625 | 4.68% | 4.44% | 603 | +5,894 | 8.37% | Q4 2025 | Jan 21, 2026 |
| EPIQ PARTNERS, LLC | History | Reduced | 75,996 | 7,590 | 3.54% | 4.29% | 604 | -14,570 | -16.09% | Q4 2025 | Jan 07, 2026 |
| Main Management LLC | History | Added to | 75,780 | 7,569 | 0.54% | 0.51% | 605 | +6,108 | 8.77% | Q4 2025 | Feb 10, 2026 |
| Crabel Capital Management, LLC | History | Added to | 75,181 | 7,509 | 5.68% | 4.57% | 606 | +24,274 | 47.68% | Q4 2025 | Feb 17, 2026 |
| Sovran Advisors, LLC | History | Added to | 74,896 | 7,506 | 0.64% | 0.58% | 607 | +9,702 | 14.88% | Q4 2025 | Jan 20, 2026 |
| AE Wealth Management LLC | History | Added to | 75,123 | 7,503 | 0.04% | 0.04% | 608 | +6,548 | 9.55% | Q4 2025 | Jan 26, 2026 |
| Global Assets Advisory, LLC | History | Added to | 75,110 | 7,501 | 2.14% | 1.87% | 609 | +12,278 | 19.54% | Q4 2025 | Feb 09, 2026 |
| Hillcrest Wealth Advisors - NY, LLC | History | Added to | 74,775 | 7,468 | 3.21% | 3.14% | 610 | +5,175 | 7.44% | Q4 2025 | Jan 12, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 74,459 | 7,436 | 0.01% | 0.01% | 611 | -30,320 | -28.94% | Q4 2025 | Feb 17, 2026 |
| MN Wealth Advisors, LLC | History | Added to | 74,436 | 7,434 | 3.75% | 3.84% | 612 | +2,816 | 3.93% | Q4 2025 | Feb 02, 2026 |
| Sellwood Investment Partners LLC | History | Added to | 74,396 | 7,430 | 2.9% | 2.19% | 613 | +19,576 | 35.71% | Q4 2025 | Jan 26, 2026 |
| Harpswell Capital Advisors, LLC | History | Added to | 73,970 | 7,388 | 5.86% | 0.38% | 614 | +69,960 | 1744.64% | Q4 2025 | Feb 11, 2026 |
| PALLADIEM, LLC | History | New | 73,776 | 7,384 | 7.0% | — | 615 | +73,776 | New | Q4 2025 | Feb 11, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Reduced | 73,890 | 7,381 | 0.02% | 0.02% | 616 | -1,970 | -2.6% | Q4 2025 | Feb 13, 2026 |
| MKD WEALTH COACHES, LLC | History | Added to | 73,424 | 7,333 | 7.33% | 7.29% | 617 | +455 | 0.62% | Q4 2025 | Jan 12, 2026 |
| Cedar Mountain Advisors, LLC | History | Added to | 73,346 | 7,325 | 1.41% | 1.42% | 618 | +801 | 1.1% | Q4 2025 | Feb 11, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 73,053 | 7,296 | 0.18% | 0.18% | 619 | +2,684 | 3.81% | Q4 2025 | Jan 29, 2026 |
| Vericrest Private Wealth | History | New | 72,847 | 7,275 | 6.47% | — | 620 | +72,847 | New | Q4 2025 | Mar 12, 2026 |
| All Terrain Financial Advisors, LLC | History | Reduced | 72,774 | 7,268 | 1.68% | 1.84% | 621 | -522 | -0.71% | Q4 2025 | Feb 11, 2026 |
| BlueSky Wealth Advisors, LLC | History | Reduced | 72,500 | 7,241 | 0.95% | 0.99% | 622 | -1,024 | -1.39% | Q4 2025 | Jan 26, 2026 |
| ATLas Financial Planning LLC | History | New | 72,376 | 7,228 | 7.09% | — | 623 | +72,376 | New | Q4 2025 | Feb 17, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 72,137 | 7,205 | 0.15% | 0.34% | 624 | -75,431 | -51.12% | Q4 2025 | Feb 09, 2026 |
| Systematic Alpha Investments, LLC | History | No change | 72,000 | 7,191 | 0.22% | 0.24% | 625 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| PLIMOTH TRUST CO LLC | History | Reduced | 71,737 | 7,165 | 1.6% | 1.66% | 626 | -1,220 | -1.67% | Q4 2025 | Jan 27, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 71,655 | 7,156 | 0.33% | 0.45% | 627 | -19,848 | -21.69% | Q4 2025 | Feb 13, 2026 |
| CIBC WORLD MARKETS CORP | History | New | 71,580 | 7,149 | 0.03% | — | 628 | +71,580 | New | Q4 2025 | Feb 12, 2026 |
| REDW Wealth LLC | History | Reduced | 71,583 | 7,149 | 2.73% | 2.97% | 629 | -6,831 | -8.71% | Q4 2025 | Jan 28, 2026 |
| Astoria Strategic Wealth, Inc. | History | Reduced | 71,234 | 7,114 | 1.79% | 1.81% | 630 | -316 | -0.44% | Q4 2025 | Feb 05, 2026 |
| Neuberger Berman Group LLC | History | Added to | 70,887 | 7,080 | 0.01% | 0.0% | 631 | +59,788 | 538.68% | Q4 2025 | Feb 13, 2026 |
| Tillman Hartley LLC | History | Added to | 70,868 | 7,078 | 1.78% | 1.83% | 632 | +248 | 0.35% | Q4 2025 | Feb 13, 2026 |
| LGL PARTNERS, LLC | History | Added to | 70,715 | 7,063 | 3.01% | 3.01% | 633 | +137 | 0.19% | Q4 2025 | Feb 09, 2026 |
| Northeast Financial Group, Inc. | History | Added to | 70,563 | 7,049 | 1.59% | 1.75% | 634 | +431 | 0.61% | Q4 2025 | Feb 17, 2026 |
| Jackson Hole Capital Partners, LLC | History | Reduced | 70,548 | 7,046 | 1.21% | 1.26% | 635 | -3,130 | -4.25% | Q4 2025 | Jan 30, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 70,305 | 7,022 | 0.0% | 0.0% | 636 | -57,657 | -45.06% | Q4 2025 | Feb 17, 2026 |
| Heritage Family Offices, LLP | History | Added to | 70,029 | 6,994 | 3.18% | 3.0% | 637 | +5,692 | 8.85% | Q4 2025 | Jan 12, 2026 |
| City State Bank | History | Added to | 69,842 | 6,975 | 1.91% | 1.96% | 638 | +2,268 | 3.36% | Q4 2025 | Jan 28, 2026 |
| StoneX Group Inc. | History | Reduced | 69,577 | 6,950 | 0.3% | 0.4% | 639 | -21,280 | -23.42% | Q4 2025 | Feb 12, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Added to | 69,479 | 6,939 | 0.52% | 0.52% | 640 | +3,237 | 4.89% | Q4 2025 | Feb 04, 2026 |
| Summit Wealth Group, LLC | History | Added to | 69,424 | 6,934 | 1.62% | 1.68% | 641 | +178 | 0.26% | Q4 2025 | Feb 06, 2026 |
| PFW Advisors LLC | History | Added to | 69,051 | 6,896 | 2.08% | 1.96% | 642 | +2,856 | 4.31% | Q4 2025 | Jan 12, 2026 |
| Sovereign Investment Advisors, LLC | History | Added to | 68,708 | 6,862 | 1.72% | 1.87% | 643 | +424 | 0.62% | Q4 2025 | Feb 13, 2026 |
| WealthSpring Partners, LLC | History | New | 68,060 | 6,797 | 6.96% | — | 644 | +68,060 | New | Q4 2025 | Feb 12, 2026 |
| Invesco Ltd. | History | Reduced | 67,379 | 6,729 | 0.0% | 0.0% | 645 | -8,385 | -11.07% | Q4 2025 | Feb 19, 2026 |
| Redwood Park Advisors LLC | History | Added to | 67,303 | 6,722 | 4.57% | 4.42% | 646 | +538 | 0.81% | Q4 2025 | Feb 17, 2026 |
| Regal Investment Advisors LLC | History | Reduced | 67,286 | 6,720 | 0.4% | 0.54% | 647 | -14,708 | -17.94% | Q4 2025 | Feb 17, 2026 |
| Johnson Financial Group, Inc. | History | Added to | 67,023 | 6,694 | 0.25% | 0.25% | 648 | +1,845 | 2.83% | Q4 2025 | Feb 12, 2026 |
| AlTi Global, Inc. | History | Added to | 66,648 | 6,656 | 0.14% | 0.15% | 649 | +3,395 | 5.37% | Q4 2025 | Feb 13, 2026 |
| RKL Wealth Management LLC | History | Added to | 66,637 | 6,655 | 0.55% | 0.56% | 650 | +549 | 0.83% | Q4 2025 | Feb 12, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 66,086 | 6,600 | 0.32% | 0.87% | 651 | -114,140 | -63.33% | Q4 2025 | Jan 20, 2026 |
| CBM Financial, LLC | History | New | 65,382 | 6,594 | 4.48% | — | 652 | +65,382 | New | Q4 2025 | Feb 19, 2026 |
| CROBAN | History | Added to | 65,914 | 6,583 | 3.17% | 2.54% | 653 | +27,880 | 73.3% | Q4 2025 | Feb 13, 2026 |
| ARROW FINANCIAL CORP | History | Reduced | 64,846 | 6,476 | 0.65% | 0.67% | 654 | -80 | -0.12% | Q4 2025 | Feb 05, 2026 |
| Counterweight Ventures, LLC | History | Added to | 64,595 | 6,451 | 3.62% | 3.19% | 655 | +10,177 | 18.7% | Q4 2025 | Jan 15, 2026 |
| Gemmer Asset Management LLC | History | Added to | 63,938 | 6,386 | 0.49% | 0.49% | 656 | +2,706 | 4.42% | Q4 2025 | Jan 23, 2026 |
| XML Financial, LLC | History | Added to | 63,505 | 6,342 | 0.52% | 0.45% | 657 | +8,863 | 16.22% | Q4 2025 | Feb 11, 2026 |
| Linscomb Wealth, Inc. | History | Reduced | 63,256 | 6,318 | 0.27% | 0.28% | 658 | -1,335 | -2.07% | Q4 2025 | Feb 10, 2026 |
| DMC Group, LLC | History | Added to | 62,962 | 6,288 | 4.19% | 4.34% | 659 | +474 | 0.76% | Q4 2025 | Jan 21, 2026 |
| MARQUETTE ASSOCIATES, INC. | History | No change | 62,542 | 6,246 | 8.0% | 7.54% | 660 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SouthState Bank Corp | History | Added to | 62,333 | 6,225 | 0.28% | 0.11% | 661 | +38,418 | 160.64% | Q4 2025 | Feb 11, 2026 |
| Waterloo Capital, L.P. | History | Added to | 62,329 | 6,225 | 0.45% | 0.45% | 662 | +1,289 | 2.11% | Q4 2025 | Feb 10, 2026 |
| WHITTIER TRUST CO | History | Reduced | 62,143 | 6,215 | 0.07% | 0.07% | 663 | -981 | -1.55% | Q4 2025 | Jan 26, 2026 |
| FourThought Financial Partners, LLC | History | Added to | 62,087 | 6,201 | 0.52% | 0.49% | 664 | +6,829 | 12.36% | Q4 2025 | Feb 06, 2026 |
| Silver Grove Financial Group, Inc. | History | Added to | 61,506 | 6,147 | 5.32% | 5.59% | 665 | +2,700 | 4.59% | Q4 2025 | Feb 17, 2026 |
| Blue Barn Wealth, LLC | History | Reduced | 61,088 | 6,101 | 8.89% | 5.32% | 666 | -59,719 | -49.43% | Q4 2025 | Feb 10, 2026 |
| Grove Bank & Trust | History | Added to | 60,976 | 6,090 | 0.69% | 0.67% | 667 | +3,965 | 6.95% | Q4 2025 | Jan 08, 2026 |
| Midwest Professional Planners, LTD. | History | Added to | 60,878 | 6,080 | 1.44% | 1.43% | 668 | +2,467 | 4.22% | Q4 2025 | Feb 06, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 60,803 | 6,073 | 0.13% | 0.14% | 669 | +892 | 1.49% | Q4 2025 | Feb 04, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 60,317 | 6,024 | 0.15% | 0.13% | 670 | +11,104 | 22.56% | Q4 2025 | Feb 09, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | Added to | 60,265 | 6,019 | 0.66% | 0.61% | 671 | +4,415 | 7.91% | Q4 2025 | Jan 29, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 60,131 | 6,005 | 0.15% | 0.18% | 672 | -12,723 | -17.46% | Q4 2025 | Feb 13, 2026 |
| Element Wealth, LLC | History | Reduced | 59,954 | 5,988 | 2.47% | 2.67% | 673 | -1,281 | -2.09% | Q4 2025 | Feb 13, 2026 |
| RIVER'S EDGE WEALTH MANAGEMENT, LLC | History | New | 58,925 | 5,950 | 5.81% | — | 674 | +58,925 | New | Q4 2025 | Feb 17, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 59,488 | 5,941 | 0.08% | 0.14% | 675 | -51,385 | -46.35% | Q4 2025 | Feb 02, 2026 |
| NBC SECURITIES, INC. | History | Added to | 59,388 | 5,931 | 0.44% | 0.35% | 676 | +13,724 | 30.05% | Q4 2025 | Jan 29, 2026 |
| JGP Wealth Management, LLC | History | Added to | 58,960 | 5,888 | 0.61% | 0.54% | 677 | +10,460 | 21.57% | Q4 2025 | Jan 12, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | New | 58,853 | 5,878 | 0.12% | — | 678 | +58,853 | New | Q4 2025 | Feb 17, 2026 |
| VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | History | Added to | 58,473 | 5,840 | 1.7% | 1.65% | 679 | +2,084 | 3.7% | Q4 2025 | Feb 12, 2026 |
| Golden Bell Financial Planning LLC | History | Added to | 58,213 | 5,814 | 4.84% | 5.03% | 680 | +445 | 0.77% | Q4 2025 | Feb 03, 2026 |
| Independent Advisor Alliance | History | Reduced | 57,898 | 5,782 | 0.14% | 0.16% | 681 | -4,331 | -6.96% | Q4 2025 | Feb 04, 2026 |
| Shelter Mutual Insurance Co | History | No change | 57,660 | 5,759 | 1.28% | 1.3% | 682 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Sharper & Granite LLC | History | Added to | 57,597 | 5,752 | 2.03% | 1.78% | 683 | +8,059 | 16.27% | Q4 2025 | Jan 27, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 57,224 | 5,715 | 0.21% | 0.23% | 684 | -1,986 | -3.35% | Q4 2025 | Jan 27, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 57,148 | 5,707 | 0.21% | 0.23% | 685 | -3,349 | -5.54% | Q4 2025 | Feb 02, 2026 |
| TOBIAS FINANCIAL ADVISORS, INC. | History | Reduced | 57,054 | 5,698 | 0.8% | 0.89% | 686 | -1,351 | -2.31% | Q4 2025 | Feb 13, 2026 |
| Capital Management Associates, Inc | History | Added to | 56,679 | 5,661 | 1.25% | 1.15% | 687 | +14,084 | 33.06% | Q4 2025 | Jan 21, 2026 |
| Asset Allocation Strategies LLC | History | Reduced | 56,549 | 5,648 | 1.05% | 1.65% | 688 | -26,809 | -32.16% | Q4 2025 | Feb 13, 2026 |
| Blueprint Investment Partners LLC | History | Reduced | 56,226 | 5,615 | 0.6% | 0.83% | 689 | -2,722 | -4.62% | Q4 2025 | Feb 17, 2026 |
| TOEWS CORP /ADV | History | Reduced | 56,024 | 5,595 | 0.81% | 0.85% | 690 | -3,100 | -5.24% | Q4 2025 | Jan 30, 2026 |
| Canvas Wealth Advisors, LLC | History | Added to | 55,444 | 5,537 | 0.94% | 0.92% | 691 | +4,735 | 9.34% | Q4 2025 | Jan 12, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 55,426 | 5,535 | 0.1% | 0.1% | 692 | -2,708 | -4.66% | Q4 2025 | Jan 22, 2026 |
| Empower Advisory Group, LLC | History | Added to | 54,759 | 5,469 | 0.01% | 0.01% | 693 | +3,345 | 6.51% | Q4 2025 | Feb 12, 2026 |
| Moneda S.A. Administradora General de Fondos | History | Added to | 54,750 | 5,468 | 4.91% | 5.97% | 694 | +998 | 1.86% | Q4 2025 | Feb 17, 2026 |
| Blueprint Financial Advisors LLC | History | Reduced | 54,744 | 5,467 | 0.83% | 1.27% | 695 | -4,052 | -6.89% | Q4 2025 | Feb 13, 2026 |
| Ancora Advisors LLC | History | Reduced | 54,686 | 5,462 | 0.11% | 0.12% | 696 | -4,909 | -8.24% | Q4 2025 | Feb 17, 2026 |
| Canal Capital Management, LLC | History | Added to | 54,549 | 5,448 | 0.77% | 0.27% | 697 | +36,423 | 200.94% | Q4 2025 | Jan 06, 2026 |
| WealthTrust Asset Management, LLC | History | Added to | 54,026 | 5,396 | 3.77% | 3.64% | 698 | +1,587 | 3.03% | Q4 2025 | Feb 04, 2026 |
| CPR Investments Inc. | History | Added to | 53,934 | 5,386 | 3.61% | 1.22% | 699 | +36,256 | 205.09% | Q4 2025 | Jan 14, 2026 |
| Glenview Trust Co | History | Added to | 53,894 | 5,382 | 0.08% | 0.08% | 700 | +2,785 | 5.45% | Q4 2025 | Feb 09, 2026 |
| Merkkuri Wealth Advisors LLC | History | Added to | 53,490 | 5,342 | 3.64% | 2.66% | 701 | +16,867 | 46.06% | Q4 2025 | Jan 29, 2026 |
| GENESIS PRIVATE WEALTH, LLC | History | New | 53,403 | 5,333 | 1.65% | — | 702 | +53,403 | New | Q4 2025 | Jan 08, 2026 |
| Kastel Capital Advisors, LLC | History | New | 52,953 | 5,288 | 3.25% | — | 703 | +52,953 | New | Q4 2025 | Feb 18, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | New | 52,887 | 5,282 | 0.67% | — | 704 | +52,887 | New | Q4 2025 | Jan 27, 2026 |
| Bedell Frazier Investment Counselling, LLC | History | Added to | 52,466 | 5,240 | 1.01% | 0.73% | 705 | +16,860 | 47.35% | Q4 2025 | Feb 17, 2026 |
| Columbia Bank | History | Reduced | 52,131 | 5,206 | 1.45% | 1.6% | 706 | -4,523 | -7.98% | Q4 2025 | Feb 13, 2026 |
| INVESTED ADVISORS | History | Added to | 52,112 | 5,204 | 5.39% | 6.9% | 707 | +2,987 | 6.08% | Q4 2025 | Jan 26, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | Added to | 51,980 | 5,191 | 1.71% | 1.65% | 708 | +2,643 | 5.36% | Q4 2025 | Jan 27, 2026 |
| Aspect Partners, LLC | History | Added to | 51,843 | 5,178 | 2.27% | 2.22% | 709 | +3,064 | 6.28% | Q4 2025 | Jan 23, 2026 |
| Savant Capital, LLC | History | Reduced | 51,464 | 5,140 | 0.03% | 0.03% | 710 | -1,985 | -3.71% | Q4 2025 | Feb 10, 2026 |
| Modus Advisors, LLC | History | Added to | 51,381 | 5,131 | 1.35% | 1.28% | 711 | +4,562 | 9.74% | Q4 2025 | Feb 11, 2026 |
| Coign Capital Advisors LLC | History | Added to | 51,301 | 5,123 | 2.68% | 2.72% | 712 | +1,946 | 3.94% | Q4 2025 | Jan 20, 2026 |
| BARCLAYS PLC | History | Added to | 51,033 | 5,097 | 0.0% | 0.0% | 713 | +50,583 | 11240.67% | Q4 2025 | Feb 13, 2026 |
| BESSEMER GROUP INC | History | Added to | 50,961 | 5,090 | 0.01% | 0.0% | 714 | +33,830 | 197.48% | Q4 2025 | Feb 05, 2026 |
| MorganRosel Wealth Management, LLC | History | Added to | 50,802 | 5,074 | 1.27% | 1.1% | 715 | +8,260 | 19.42% | Q4 2025 | Feb 13, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Added to | 50,763 | 5,070 | 0.24% | 0.08% | 716 | +36,574 | 257.76% | Q4 2025 | Jan 12, 2026 |
| SteelPeak Wealth, LLC | History | Added to | 50,752 | 5,069 | 0.17% | 0.1% | 717 | +21,358 | 72.66% | Q4 2025 | Jan 20, 2026 |
| Stone Wealth Partners | History | New | 50,715 | 5,065 | 4.51% | — | 718 | +50,715 | New | Q4 2025 | Feb 24, 2026 |
| Newport Capital Group, LLC | History | Added to | 50,686 | 5,062 | 3.09% | 2.82% | 719 | +5,882 | 13.13% | Q4 2025 | Feb 13, 2026 |
| ARRIEN INVESTMENTS, INC. | History | Reduced | 50,676 | 5,061 | 2.85% | 3.97% | 720 | -17,112 | -25.24% | Q4 2025 | Jan 30, 2026 |
| Lynch Investment Planning, LLC | History | New | 50,644 | 5,058 | 4.85% | — | 721 | +50,644 | New | Q4 2025 | Feb 24, 2026 |
| Innova Wealth Partners | History | Reduced | 50,403 | 5,034 | 2.54% | 2.96% | 722 | -4,354 | -7.95% | Q4 2025 | Jan 07, 2026 |
| Joseph P. Lucia & Associates, LLC | History | Added to | 50,174 | 5,011 | 1.81% | 1.65% | 723 | +6,583 | 15.1% | Q4 2025 | Jan 28, 2026 |
| Synergy Asset Management, LLC | History | Reduced | 50,056 | 4,999 | 0.52% | 0.64% | 724 | -127,695 | -71.84% | Q4 2025 | Jan 13, 2026 |
| Wise Wealth Partners | History | Added to | 49,448 | 4,938 | 7.09% | 6.96% | 725 | +3,981 | 8.76% | Q4 2025 | Jan 29, 2026 |
| Impact Capital Partners LLC | History | Added to | 48,865 | 4,880 | 1.45% | 1.45% | 726 | +808 | 1.68% | Q4 2025 | Jan 07, 2026 |
| Canton Hathaway, LLC | History | No change | 48,700 | 4,864 | 0.94% | 0.94% | 727 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 48,099 | 4,804 | 0.57% | 0.58% | 728 | +2,764 | 6.1% | Q4 2025 | Jan 26, 2026 |
| BLB&B Advisors, LLC | History | Reduced | 48,097 | 4,803 | 0.2% | 0.61% | 729 | -93,273 | -65.98% | Q4 2025 | Jan 26, 2026 |
| PFG Investments, LLC | History | Added to | 48,015 | 4,795 | 0.23% | 0.24% | 730 | +1,852 | 4.01% | Q4 2025 | Jan 26, 2026 |
| Arcadia Wealth Management, LLC | History | Added to | 47,893 | 4,783 | 1.78% | 1.89% | 731 | +254 | 0.53% | Q4 2025 | Feb 03, 2026 |
| IFS Advisors, LLC | History | Added to | 47,702 | 4,764 | 2.48% | 2.3% | 732 | +8,551 | 21.84% | Q4 2025 | Jan 09, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 47,659 | 4,760 | 0.25% | 0.35% | 733 | -15,951 | -25.08% | Q4 2025 | Mar 04, 2026 |
| Compagnie Lombard Odier SCmA | History | Added to | 47,617 | 4,755 | 0.05% | 0.05% | 734 | +3,817 | 8.71% | Q4 2025 | Jan 16, 2026 |
| CONTINENTAL INVESTORS SERVICES, INC. | History | Added to | 46,621 | 4,739 | 6.11% | 6.25% | 735 | +4,924 | 11.81% | Q4 2025 | Feb 23, 2026 |
| LITTLE HOUSE CAPITAL LLC | History | Reduced | 47,243 | 4,718 | 1.18% | 1.14% | 736 | -2,078 | -4.21% | Q4 2025 | Feb 06, 2026 |
| 1ST SOURCE BANK | History | Reduced | 47,162 | 4,710 | 0.25% | 0.26% | 737 | -2,842 | -5.68% | Q4 2025 | Feb 05, 2026 |
| Proficio Capital Partners LLC | History | Reduced | 47,054 | 4,699 | 0.33% | 0.36% | 738 | -5,593 | -10.62% | Q4 2025 | Feb 12, 2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | History | Added to | 46,868 | 4,681 | 0.59% | 0.56% | 739 | +4,828 | 11.48% | Q4 2025 | Jan 14, 2026 |
| NVWM, LLC | History | Added to | 46,797 | 4,674 | 1.02% | 0.44% | 742 | +27,371 | 140.9% | Q4 2025 | Jan 20, 2026 |
| Logan Stone Capital, LLC | History | Reduced | 46,805 | 4,674 | 1.15% | 2.34% | 740 | -4,550 | -8.86% | Q4 2025 | Feb 17, 2026 |
| PKS Advisory Services, LLC | History | Reduced | 46,800 | 4,674 | 1.07% | 1.01% | 741 | -1,630 | -3.37% | Q4 2025 | Feb 02, 2026 |
| ARBOR TRUST WEALTH ADVISORS, LLC | History | Added to | 46,652 | 4,659 | 2.04% | 1.97% | 744 | +3,102 | 7.12% | Q4 2025 | Feb 05, 2026 |
| QUATTRO FINANCIAL ADVISORS LLC | History | No change | 46,655 | 4,659 | 1.39% | 1.48% | 743 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Reduced | 46,541 | 4,648 | 1.33% | 1.73% | 745 | -9,418 | -16.83% | Q4 2025 | Feb 11, 2026 |
| Park Place Capital Corp | History | Reduced | 46,399 | 4,634 | 0.96% | 1.13% | 746 | -7,025 | -13.15% | Q4 2025 | Jan 09, 2026 |
| Ullmann Wealth Partners Group, LLC | History | Added to | 46,053 | 4,630 | 0.48% | 0.5% | 747 | +18 | 0.04% | Q4 2025 | Feb 12, 2026 |
| Kagan Cocozza Asset Management | History | Reduced | 46,234 | 4,617 | 3.28% | 3.53% | 748 | -226 | -0.49% | Q4 2025 | Jan 23, 2026 |
| Legacy Edge Advisors, LLC | History | New | 45,891 | 4,583 | 0.5% | — | 749 | +45,891 | New | Q4 2025 | Feb 02, 2026 |
| Flagship Private Wealth, LLC | History | Added to | 45,721 | 4,566 | 1.79% | 1.68% | 750 | +3,936 | 9.42% | Q4 2025 | Feb 04, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Added to | 45,571 | 4,552 | 0.13% | 0.28% | 751 | +875 | 1.96% | Q4 2025 | Feb 13, 2026 |
| United Advisor Group, LLC | History | Reduced | 45,378 | 4,532 | 0.56% | 0.61% | 752 | -118 | -0.26% | Q4 2025 | Jan 26, 2026 |
| ALPS ADVISORS INC | History | No change | 45,215 | 4,516 | 0.03% | 0.03% | 753 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Patten Group, Inc. | History | Added to | 45,038 | 4,498 | 0.83% | 0.54% | 754 | +17,416 | 63.05% | Q4 2025 | Jan 23, 2026 |
| Forum Private Client Group LLC | History | Reduced | 44,803 | 4,474 | 1.52% | 1.68% | 755 | -2,355 | -4.99% | Q4 2025 | Feb 06, 2026 |
| Ironwood Financial, llc | History | Reduced | 44,612 | 4,466 | 0.76% | 0.84% | 756 | -2,912 | -6.13% | Q4 2025 | Jan 15, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Added to | 44,628 | 4,457 | 1.58% | 1.61% | 757 | +68 | 0.15% | Q4 2025 | Jan 09, 2026 |
| TI-TRUST, INC | History | Added to | 44,581 | 4,452 | 2.75% | 2.73% | 758 | +1,292 | 2.98% | Q4 2025 | Jan 23, 2026 |
| PENNEY FINANCIAL, LLC | History | Added to | 44,448 | 4,439 | 1.71% | 1.87% | 759 | +2,743 | 6.58% | Q4 2025 | Jan 21, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Added to | 44,439 | 4,438 | 0.3% | 0.3% | 760 | +1,079 | 2.49% | Q4 2025 | Jan 08, 2026 |
| Conservest Capital Advisors, Inc. | History | Added to | 43,964 | 4,391 | 0.4% | 0.4% | 761 | +302 | 0.69% | Q4 2025 | Feb 12, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 43,866 | 4,381 | 0.28% | 0.16% | 762 | +20,198 | 85.34% | Q4 2025 | Feb 03, 2026 |
| BLUESTEM FINANCIAL ADVISORS, LLC | History | Reduced | 43,820 | 4,376 | 1.69% | 1.76% | 763 | -1,128 | -2.51% | Q4 2025 | Jan 21, 2026 |
| Equity Wealth Partners, LLC | History | Reduced | 43,751 | 4,369 | 2.83% | 3.57% | 764 | -173 | -0.39% | Q4 2025 | Jan 26, 2026 |
| Parallax Volatility Advisers, L.P. | History | No change | 43,651 | 4,359 | 0.01% | 0.01% | 765 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Wall Street Financial Group, Inc. | History | Added to | 43,453 | 4,342 | 3.16% | 2.27% | 766 | +12,558 | 40.65% | Q4 2025 | Jan 16, 2026 |
| Cannon Wealth Management Services, LLC | History | Added to | 43,310 | 4,325 | 3.05% | 3.22% | 767 | +834 | 1.96% | Q4 2025 | Jan 27, 2026 |
| FSA WEALTH PARTNERS, INC. | History | Added to | 43,155 | 4,310 | 1.55% | 0.95% | 768 | +18,459 | 74.74% | Q4 2025 | Jan 30, 2026 |
| Indivisible Partners | History | New | 42,901 | 4,284 | 0.46% | — | 769 | +42,901 | New | Q4 2025 | Feb 03, 2026 |
| LEUTHOLD GROUP, LLC | History | Reduced | 42,755 | 4,270 | 0.46% | 0.52% | 770 | -5,015 | -10.5% | Q4 2025 | Feb 05, 2026 |
| LM Advisors LLC | History | Reduced | 425 | 4,256 | 0.08% | 0.05% | 771 | -3,281 | -88.53% | Q4 2025 | Feb 13, 2026 |
| DAVENPORT & Co LLC | History | Added to | 42,524 | 4,247 | 0.02% | 0.02% | 772 | +3,888 | 10.06% | Q4 2025 | Jan 12, 2026 |
| 5T Wealth, LLC | History | Added to | 42,365 | 4,231 | 1.69% | 1.72% | 773 | +3,028 | 7.7% | Q4 2025 | Jan 27, 2026 |
| FLAGSTAR ADVISORS INC | History | Reduced | 42,084 | 4,203 | 1.41% | 2.38% | 774 | -35,484 | -45.75% | Q4 2025 | Jan 13, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 42,085 | 4,203 | 0.11% | 0.1% | 775 | +4,541 | 12.1% | Q4 2025 | Feb 17, 2026 |
| E&G Advisors, LP | History | Added to | 42,048 | 4,199 | 0.94% | 0.95% | 776 | +1,159 | 2.83% | Q4 2025 | Jan 23, 2026 |
| Fortis Capital Advisors, LLC | History | Added to | 42,011 | 4,196 | 0.62% | 0.6% | 777 | +4,250 | 11.25% | Q4 2025 | Jan 27, 2026 |
| Accel Wealth Management | History | Added to | 41,761 | 4,171 | 1.14% | 1.16% | 778 | +2,078 | 5.24% | Q4 2025 | Jan 20, 2026 |
| Pathstone Holdings, LLC | History | New | 41,430 | 4,137 | 0.02% | — | 779 | +41,430 | New | Q4 2025 | Feb 13, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Reduced | 41,395 | 4,134 | 0.12% | 0.12% | 780 | -1,275 | -2.99% | Q4 2025 | Jan 12, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 41,136 | 4,108 | 0.05% | 0.1% | 781 | -43,675 | -51.5% | Q4 2025 | Feb 11, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 41,014 | 4,096 | 0.43% | 0.55% | 782 | -5,661 | -12.13% | Q4 2025 | Feb 13, 2026 |
| Wealthcare Capital Partners, LLC | History | Added to | 40,985 | 4,093 | 1.92% | 1.79% | 783 | +2,036 | 5.23% | Q4 2025 | Jan 14, 2026 |
| Evercore Wealth Management, LLC | History | Added to | 40,936 | 4,088 | 0.06% | 0.06% | 784 | +1,202 | 3.03% | Q4 2025 | Feb 17, 2026 |
| WBH ADVISORY INC | History | Reduced | 40,715 | 4,066 | 0.3% | 0.31% | 785 | -372 | -0.91% | Q4 2025 | Jan 26, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 40,641 | 4,059 | 0.12% | 0.12% | 786 | +4,953 | 13.88% | Q4 2025 | Feb 13, 2026 |
| Tactive Advisors, LLC | History | Reduced | 40,469 | 4,042 | 1.18% | 1.17% | 787 | -959 | -2.31% | Q4 2025 | Jan 09, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 40,378 | 4,032 | 0.03% | 0.02% | 788 | +3,201 | 8.61% | Q4 2025 | Jan 27, 2026 |
| TritonPoint Partners, LLC | History | New | 39,876 | 3,982 | 2.13% | — | 789 | +39,876 | New | Q4 2025 | Feb 13, 2026 |
| Signal Advisors Wealth, LLC | History | Reduced | 39,483 | 3,943 | 0.31% | 0.4% | 790 | -5,032 | -11.3% | Q4 2025 | Jan 13, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 39,371 | 3,932 | 0.09% | — | 791 | +39,371 | New | Q4 2025 | Feb 17, 2026 |
| INTREPID CAPITAL MANAGEMENT INC | History | Added to | 39,218 | 3,917 | 1.52% | 1.54% | 792 | +264 | 0.68% | Q4 2025 | Feb 13, 2026 |
| Curated Wealth Partners LLC | History | New | 39,175 | 3,912 | 0.42% | — | 793 | +39,175 | New | Q4 2025 | Jan 12, 2026 |
| Family Investment Center, Inc. | History | Added to | 39,143 | 3,909 | 0.79% | 0.81% | 794 | +3 | 0.01% | Q4 2025 | Jan 23, 2026 |
| M Holdings Securities, Inc. | History | New | 39,018 | 3,897 | 0.28% | — | 795 | +39,018 | New | Q4 2025 | Feb 11, 2026 |
| Legacy Wealth Management, Inc | History | Reduced | 38,943 | 3,889 | 0.22% | 0.23% | 796 | -1 | -0.0% | Q4 2025 | Jan 21, 2026 |
| LPWM LLC | History | Added to | 38,925 | 3,887 | 0.98% | 0.91% | 797 | +4,735 | 13.85% | Q4 2025 | Jan 06, 2026 |
| KG&L Capital Management,LLC | History | Added to | 38,754 | 3,870 | 0.96% | 1.03% | 798 | +461 | 1.2% | Q4 2025 | Jan 23, 2026 |
| Capital Advisors Wealth Management, LLC | History | Reduced | 38,710 | 3,866 | 0.53% | 0.57% | 799 | -1,327 | -3.31% | Q4 2025 | Jan 21, 2026 |
| Atwater Malick LLC | History | Added to | 38,580 | 3,853 | 1.06% | 0.8% | 800 | +10,953 | 39.65% | Q4 2025 | Jan 23, 2026 |