VANGUARD BOND INDEX FUNDS - BND
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 17 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | History | Added to | 139,629,587 | 10,342,363 | 0.65% | 0.59% | 1 | +8,283,073 | 6.31% | Q4 2025 | Feb 11, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 130,902,798 | 9,695,970 | 6.13% | 6.28% | 2 | +4,285,563 | 3.38% | Q4 2025 | Feb 10, 2026 |
| MORGAN STANLEY | History | Added to | 124,929,480 | 9,253,526 | 0.55% | 0.49% | 3 | +16,287,510 | 14.99% | Q4 2025 | Feb 13, 2026 |
| Creative Planning | History | Reduced | 117,781,202 | 8,724,053 | 6.24% | 7.1% | 4 | -7,161,766 | -5.73% | Q4 2025 | Feb 17, 2026 |
| VANGUARD GROUP INC | History | Added to | 78,903,250 | 5,844,362 | 0.08% | 0.08% | 5 | +6,989,480 | 9.72% | Q4 2025 | Jan 29, 2026 |
| Align Financial, LLC | History | New | 2,070,865 | 2,070,865 | 1.2% | — | 6 | +2,070,865 | New | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 24,643,584 | 1,825,350 | 0.33% | 0.37% | 7 | -1,473,851 | -5.64% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 23,952,426 | 1,774,156 | 0.13% | 0.12% | 8 | +1,039,731 | 4.54% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 21,470,033 | 1,590,285 | 0.47% | 0.46% | 9 | -124,559 | -0.58% | Q4 2025 | Feb 10, 2026 |
| Allworth Financial LP | History | New | 21,272,987 | 1,575,690 | 6.45% | — | 10 | +21,272,987 | New | Q4 2025 | Feb 05, 2026 |
| LPL Financial LLC | History | Added to | 18,586,676 | 1,376,715 | 0.38% | 0.38% | 11 | +971,603 | 5.52% | Q4 2025 | Feb 11, 2026 |
| SEI INVESTMENTS CO | History | Added to | 17,855,111 | 1,322,527 | 1.31% | 1.35% | 12 | +973,898 | 5.77% | Q4 2025 | Feb 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 14,258,624 | 1,056,136 | 0.13% | 0.13% | 13 | +20,725 | 0.15% | Q4 2025 | Mar 25, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 12,887,730 | 954,587 | 0.78% | — | 14 | +12,887,730 | New | Q4 2025 | Feb 13, 2026 |
| Arizona PSPRS Trust | History | Added to | 9,807,009 | 726,405 | 26.74% | 24.97% | 15 | +63,785 | 0.65% | Q4 2025 | Feb 11, 2026 |
| Mastercard Foundation Asset Management Corp | History | No change | 8,862,905 | 656,475 | 1.6% | 1.52% | 16 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| BlackRock, Inc. | History | Added to | 8,571,066 | 634,858 | 0.01% | 0.01% | 17 | +375,854 | 4.59% | Q4 2025 | Feb 12, 2026 |
| Savant Capital, LLC | History | Added to | 8,054,977 | 596,632 | 3.39% | 3.11% | 18 | +1,173,486 | 17.05% | Q4 2025 | Feb 10, 2026 |
| CBIZ Investment Advisory Services, LLC | History | Added to | 8,006,493 | 593,040 | 22.43% | 22.17% | 19 | +394,349 | 5.18% | Q4 2025 | Feb 09, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 7,953,607 | 589,123 | 107.11% | 8.62% | 20 | +676,764 | 9.3% | Q4 2025 | Mar 04, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 7,735,108 | 572,939 | 0.18% | 0.16% | 21 | +865,224 | 12.59% | Q4 2025 | Feb 18, 2026 |
| Cetera Investment Advisers | History | Added to | 7,691,585 | 569,715 | 0.62% | 0.64% | 22 | +284,567 | 3.84% | Q4 2025 | Feb 17, 2026 |
| Facet Wealth, Inc. | History | Added to | 6,636,749 | 492,778 | 8.72% | 8.82% | 23 | +906,255 | 15.81% | Q4 2025 | Jan 29, 2026 |
| UBS Group AG | History | Added to | 6,215,916 | 460,412 | 0.07% | 0.07% | 24 | +143,454 | 2.36% | Q4 2025 | Jan 29, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 5,959,797 | 441,191 | 0.1% | 0.09% | 25 | +478,266 | 8.73% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 5,450,973 | 403,752 | 0.07% | — | 26 | +5,450,973 | New | Q4 2025 | Feb 17, 2026 |
| STATE STREET CORP | History | Added to | 5,193,064 | 384,650 | 0.01% | 0.01% | 27 | +797,558 | 18.14% | Q4 2025 | Feb 13, 2026 |
| Bank of New York Mellon Corp | History | Added to | 5,171,121 | 383,024 | 0.07% | 0.07% | 28 | +31,185 | 0.61% | Q4 2025 | Feb 10, 2026 |
| ASSETMARK, INC | History | Added to | 4,636,873 | 343,453 | 0.7% | 0.72% | 29 | +114,204 | 2.53% | Q4 2025 | Jan 23, 2026 |
| Corient Private Wealth LLC | History | Added to | 4,188,369 | 306,906 | 0.42% | 0.33% | 30 | +1,389,985 | 49.67% | Q4 2025 | Mar 09, 2026 |
| HighTower Advisors, LLC | History | Added to | 4,071,280 | 301,559 | 0.33% | 0.34% | 31 | +80,843 | 2.03% | Q4 2025 | Feb 06, 2026 |
| M&T BANK CORP | History | Added to | 3,837,282 | 284,227 | 0.91% | 0.95% | 32 | +28,286 | 0.74% | Q4 2025 | Jan 30, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 3,737,360 | 276,826 | 0.15% | 0.16% | 33 | +125,798 | 3.48% | Q4 2025 | Feb 06, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 3,631,542 | 268,988 | 0.07% | 0.07% | 34 | +78,750 | 2.22% | Q4 2025 | Feb 11, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 3,580,407 | 265,200 | 0.16% | 0.17% | 35 | +204,114 | 6.05% | Q4 2025 | Feb 17, 2026 |
| Composition Wealth, LLC | History | Reduced | 3,032,282 | 224,601 | 3.22% | 3.77% | 36 | -352,467 | -10.41% | Q4 2025 | Feb 02, 2026 |
| Retirement Systems of Alabama | History | Reduced | 3,001,761 | 222,340 | 0.72% | 0.75% | 37 | -15,577 | -0.52% | Q4 2025 | Jan 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 2,784,632 | 206,257 | 0.5% | 0.5% | 38 | +267,609 | 10.63% | Q4 2025 | Feb 13, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 2,783,045 | 206,140 | 0.27% | 0.27% | 39 | +51,386 | 1.88% | Q4 2025 | Feb 02, 2026 |
| FIRST FINANCIAL BANKSHARES INC | History | Added to | 2,645,255 | 195,934 | 3.94% | 3.98% | 40 | +42,063 | 1.62% | Q4 2025 | Feb 12, 2026 |
| ALESCO ADVISORS LLC | History | Added to | 2,544,118 | 188,442 | 4.87% | 4.56% | 41 | +278,528 | 12.29% | Q4 2025 | Jan 28, 2026 |
| Stairway Partners, LLC | History | Added to | 2,499,911 | 185,168 | 9.59% | 8.5% | 42 | +348,816 | 16.22% | Q4 2025 | Jan 05, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 2,484,285 | 184,011 | 0.49% | 0.49% | 43 | +94,521 | 3.96% | Q4 2025 | Feb 05, 2026 |
| RiverFront Investment Group, LLC | History | Reduced | 2,376,713 | 176,043 | 2.9% | 3.11% | 44 | -7,846 | -0.33% | Q4 2025 | Feb 05, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 2,318,306 | 171,717 | 0.41% | 0.45% | 45 | -187,651 | -7.49% | Q4 2025 | Feb 11, 2026 |
| Foster Group, Inc. | History | Added to | 2,312,615 | 171,295 | 5.18% | 5.17% | 46 | +97,790 | 4.42% | Q4 2025 | Jan 12, 2026 |
| CHOREO, LLC | History | Added to | 2,158,395 | 160,303 | 2.04% | 1.79% | 47 | +316,001 | 17.15% | Q4 2025 | Jan 23, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 2,153,369 | 159,518 | 0.23% | 0.23% | 48 | -16,943 | -0.78% | Q4 2025 | Feb 17, 2026 |
| Oakworth Capital, Inc. | History | Added to | 2,077,828 | 153,904 | 8.4% | 8.22% | 49 | +164,560 | 8.6% | Q4 2025 | Jan 30, 2026 |
| Voya Financial Advisors, Inc. | History | Added to | 2,020,700 | 150,137 | 14.42% | 13.89% | 50 | +84,852 | 4.38% | Q4 2025 | Feb 13, 2026 |
| MCMORGAN & CO LLC | History | Added to | 1,966,377 | 145,649 | 24.13% | 22.05% | 51 | +40,449 | 2.1% | Q4 2025 | Feb 11, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 1,905,207 | 141,118 | 2.58% | 2.5% | 52 | +172,988 | 9.99% | Q4 2025 | Jan 23, 2026 |
| Global Endowment Management, LP | History | Reduced | 1,879,532 | 139,217 | 17.38% | 18.04% | 53 | -57,263 | -2.96% | Q4 2025 | Feb 13, 2026 |
| Alaska Permanent Capital Management, LLC | History | Added to | 1,877,846 | 139,110 | 10.54% | 10.18% | 54 | +17,103 | 0.92% | Q4 2025 | Feb 13, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 1,787,067 | 132,368 | 1.79% | 2.32% | 55 | +149,488 | 9.13% | Q4 2025 | Feb 06, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Added to | 1,781,109 | 131,926 | 8.36% | 8.27% | 56 | +75,889 | 4.45% | Q4 2025 | Jan 23, 2026 |
| Capstone Financial Advisors, Inc. | History | Added to | 1,765,970 | 130,805 | 6.96% | 6.96% | 57 | +39,999 | 2.32% | Q4 2025 | Feb 17, 2026 |
| Wealthfront Advisers LLC | History | Added to | 1,753,658 | 129,893 | 0.29% | 0.29% | 58 | +85,128 | 5.1% | Q4 2025 | Jan 30, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 1,727,380 | 127,947 | 0.9% | 0.85% | 59 | +376,503 | 27.87% | Q4 2025 | Feb 18, 2026 |
| Verus Financial Partners, Inc. | History | Added to | 1,711,886 | 127,261 | 11.71% | 11.74% | 60 | +70,206 | 4.28% | Q4 2025 | Feb 02, 2026 |
| Betterment LLC | History | Reduced | 1,718,105 | 127,260 | 0.24% | 0.27% | 61 | -118,793 | -6.47% | Q4 2025 | Feb 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 1,688,926 | 125,098 | 0.17% | 0.16% | 62 | +20,664 | 1.24% | Q4 2025 | Feb 12, 2026 |
| Mariner, LLC | History | Added to | 1,684,074 | 124,743 | 0.15% | 0.15% | 63 | +84,015 | 5.25% | Q4 2025 | Feb 13, 2026 |
| Chandler Asset Management, Inc. | History | Reduced | 1,682,087 | 124,592 | 19.72% | 20.58% | 64 | -4,605 | -0.27% | Q4 2025 | Feb 13, 2026 |
| Apella Capital, LLC | History | Added to | 1,653,788 | 122,496 | 2.42% | 2.68% | 65 | +46,512 | 2.89% | Q4 2025 | Jan 21, 2026 |
| Bogart Wealth, LLC | History | Added to | 1,612,951 | 119,471 | 4.79% | 4.69% | 66 | +58,041 | 3.73% | Q4 2025 | Jan 30, 2026 |
| Diana Davis Spencer Foundation | History | No change | 1,608,100 | 119,111 | 40.2% | 40.24% | 67 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 1,566,678 | 116,043 | 1.31% | 1.33% | 68 | +52,937 | 3.5% | Q4 2025 | Jan 20, 2026 |
| Orgel Wealth Management, LLC | History | Added to | 1,565,416 | 115,950 | 2.56% | 2.53% | 69 | +73,739 | 4.94% | Q4 2025 | Jan 07, 2026 |
| GenTrust, LLC | History | Added to | 1,562,158 | 115,709 | 4.99% | 4.74% | 70 | +159,860 | 11.4% | Q4 2025 | Feb 02, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 1,515,588 | 112,259 | 0.39% | 0.39% | 71 | +82,056 | 5.72% | Q4 2025 | Feb 06, 2026 |
| Efficient Advisors, LLC | History | Added to | 1,511,694 | 111,971 | 6.54% | 6.32% | 72 | +4,671 | 0.31% | Q4 2025 | Jan 21, 2026 |
| Ocean Park Asset Management, LLC | History | Reduced | 1,506,900 | 111,616 | 5.24% | 5.79% | 73 | -381,700 | -20.21% | Q4 2025 | Jan 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 1,441,348 | 106,919 | 0.15% | 0.16% | 74 | +19,357 | 1.36% | Q4 2025 | Jan 08, 2026 |
| AMG National Trust Bank | History | Added to | 1,433,840 | 106,204 | 2.5% | 2.58% | 75 | +6,980 | 0.49% | Q4 2025 | Jan 30, 2026 |
| Trajan Wealth LLC | History | Added to | 1,422,462 | 105,361 | 4.39% | 3.87% | 76 | +215,982 | 17.9% | Q4 2025 | Feb 06, 2026 |
| CoreCap Advisors, LLC | History | Added to | 1,404,556 | 104,035 | 3.63% | 3.59% | 77 | +74,746 | 5.62% | Q4 2025 | Jan 13, 2026 |
| Lutz Financial Services LLC | History | Added to | 1,362,944 | 100,953 | 6.87% | 6.81% | 78 | +98,264 | 7.77% | Q4 2025 | Feb 06, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 1,324,196 | 98,083 | 1.19% | 1.2% | 79 | +38,306 | 2.98% | Q4 2025 | Jan 21, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Added to | 1,299,013 | 96,217 | 4.63% | 4.64% | 80 | +40,945 | 3.25% | Q4 2025 | Feb 04, 2026 |
| Pathstone Holdings, LLC | History | New | 1,296,825 | 96,055 | 0.37% | — | 81 | +1,296,825 | New | Q4 2025 | Feb 13, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 1,282,232 | 94,974 | 0.39% | 0.42% | 82 | +43,964 | 3.55% | Q4 2025 | Feb 13, 2026 |
| Baker Avenue Asset Management, LP | History | Added to | 1,281,726 | 94,937 | 2.19% | 2.15% | 83 | +73,093 | 6.05% | Q4 2025 | Feb 10, 2026 |
| ALPS ADVISORS INC | History | Added to | 1,277,079 | 94,593 | 0.55% | 0.5% | 84 | +62,320 | 5.13% | Q4 2025 | Feb 12, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 1,261,987 | 93,475 | 0.11% | 0.12% | 85 | -133,125 | -9.54% | Q4 2025 | Feb 13, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Added to | 1,259,561 | 93,295 | 6.31% | 6.36% | 86 | +46,340 | 3.82% | Q4 2025 | Jan 08, 2026 |
| Bricktown Capital, LLC | History | Reduced | 1,167,075 | 86,445 | 14.55% | 19.61% | 87 | -433,159 | -27.07% | Q4 2025 | Jan 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 1,166,330 | 86,389 | 0.13% | 0.14% | 88 | +59,429 | 5.37% | Q4 2025 | Feb 18, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 1,154,063 | 85,481 | 1.02% | 0.75% | 89 | +26,540 | 2.35% | Q4 2025 | Feb 13, 2026 |
| Alaska Wealth Advisors, LLC | History | Added to | 1,132,993 | 83,920 | 10.69% | 10.61% | 90 | +42,010 | 3.85% | Q4 2025 | Feb 13, 2026 |
| NewEdge Advisors, LLC | History | Added to | 1,088,068 | 80,593 | 0.29% | 0.35% | 91 | +65,961 | 6.45% | Q4 2025 | Feb 18, 2026 |
| B & T Capital Management DBA Alpha Capital Management | History | Added to | 1,087,255 | 80,532 | 11.34% | 0.2% | 92 | +1,069,933 | 6176.73% | Q4 2025 | Feb 13, 2026 |
| AllGen Financial Advisors, Inc. | History | Added to | 1,085,910 | 80,433 | 19.08% | 18.62% | 93 | +66,820 | 6.56% | Q4 2025 | Jan 22, 2026 |
| Focus Partners Wealth | History | Added to | 1,050,629 | 77,820 | 0.09% | 0.12% | 94 | +64,257 | 6.51% | Q4 2025 | Feb 13, 2026 |
| Acropolis Investment Management, LLC | History | Reduced | 1,039,888 | 77,024 | 3.47% | 8.36% | 95 | -1,193,560 | -53.44% | Q4 2025 | Jan 14, 2026 |
| Financial Engines Advisors L.L.C. | History | Added to | 1,036,106 | 76,744 | 0.15% | 0.15% | 96 | +3,462 | 0.34% | Q4 2025 | Feb 12, 2026 |
| Apriem Advisors | History | Added to | 1,033,471 | 76,549 | 7.03% | 7.13% | 97 | +19,551 | 1.93% | Q4 2025 | Feb 13, 2026 |
| Pacific Capital Wealth Advisors, Inc. | History | Added to | 1,031,913 | 76,433 | 13.1% | 13.02% | 98 | +19,592 | 1.94% | Q4 2025 | Jan 26, 2026 |
| COMERICA BANK | History | Added to | 1,026,577 | 76,038 | 0.3% | 0.27% | 99 | +54,224 | 5.58% | Q4 2025 | Jan 29, 2026 |
| Merit Financial Group, LLC | History | Reduced | 1,015,856 | 75,244 | 0.6% | 0.71% | 100 | -20,753 | -2.0% | Q4 2025 | Jan 26, 2026 |
| US BANCORP \DE\ | History | Added to | 1,012,001 | 74,958 | 0.09% | 0.05% | 101 | +415,709 | 69.72% | Q4 2025 | Jan 30, 2026 |
| Elm Partners Management LLC | History | Added to | 991,972 | 73,475 | 3.33% | 2.12% | 102 | +421,657 | 73.93% | Q4 2025 | Feb 10, 2026 |
| Partners in Financial Planning | History | Added to | 984,315 | 72,908 | 12.34% | 12.41% | 103 | +18,689 | 1.94% | Q4 2025 | Feb 02, 2026 |
| Cerity Partners LLC | History | Added to | 976,109 | 72,300 | 0.11% | 0.1% | 104 | +137,854 | 16.45% | Q4 2025 | Feb 11, 2026 |
| RATIONAL ADVISORS, INC. | History | Reduced | 970,602 | 71,892 | 7.36% | 7.55% | 105 | -50,013 | -4.9% | Q4 2025 | Feb 10, 2026 |
| Trust Co | History | Added to | 945,014 | 69,997 | 6.57% | 7.07% | 106 | +16,092 | 1.73% | Q4 2025 | Jan 15, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 932,412 | 69,063 | 0.74% | 0.85% | 107 | +177,755 | 23.55% | Q4 2025 | Jan 23, 2026 |
| Boston Standard Wealth Management, LLC | History | Added to | 920,885 | 68,209 | 11.26% | 11.1% | 108 | +32,981 | 3.71% | Q4 2025 | Jan 07, 2026 |
| Soltis Investment Advisors LLC | History | Added to | 904,116 | 66,967 | 4.41% | 3.92% | 109 | +142,338 | 18.68% | Q4 2025 | Apr 02, 2026 |
| Joule Financial, LLC | History | Added to | 898,873 | 66,579 | 19.95% | 19.61% | 110 | +18,705 | 2.13% | Q4 2025 | Jan 20, 2026 |
| Brio Consultants, LLC | History | Added to | 891,816 | 66,056 | 8.58% | 8.46% | 111 | +64,554 | 7.8% | Q4 2025 | Feb 04, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 886,213 | 65,641 | 0.04% | 0.03% | 112 | +255,210 | 40.45% | Q4 2025 | Feb 13, 2026 |
| Cornerstone Investment Partners, LLC | History | Reduced | 883,725 | 65,457 | 2.54% | 2.77% | 113 | -8,926 | -1.0% | Q4 2025 | Jan 29, 2026 |
| NEOS Investment Management LLC | History | Added to | 882,131 | 65,339 | 0.38% | 0.39% | 114 | +171,936 | 24.21% | Q4 2025 | Feb 17, 2026 |
| BTC Capital Management, Inc. | History | Added to | 871,735 | 64,204 | 4.48% | 4.21% | 115 | +50,133 | 6.1% | Q4 2025 | Jan 15, 2026 |
| Rockbridge Investment Management, LCC | History | Added to | 819,723 | 60,716 | 5.65% | 6.01% | 116 | +1,523 | 0.19% | Q4 2025 | Feb 04, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Added to | 787,867 | 58,357 | 1.61% | 1.61% | 117 | +22,981 | 3.0% | Q4 2025 | Feb 03, 2026 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | History | Added to | 779,726 | 57,754 | 0.45% | 0.35% | 118 | +195,653 | 33.5% | Q4 2025 | Feb 03, 2026 |
| Gilbert & Cook, Inc. | History | Added to | 779,104 | 57,708 | 7.25% | 7.44% | 119 | +680 | 0.09% | Q4 2025 | Jan 07, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 774,796 | 57,389 | 0.02% | 0.02% | 120 | +32,824 | 4.42% | Q4 2025 | Feb 17, 2026 |
| EAGLE ROCK INVESTMENT COMPANY, LLC | History | Added to | 771,262 | 57,127 | 8.06% | 8.39% | 121 | +2,213 | 0.29% | Q4 2025 | Jan 14, 2026 |
| Compound Planning, Inc. | History | Added to | 764,845 | 56,652 | 1.66% | 1.59% | 122 | +102,002 | 15.39% | Q4 2025 | Feb 19, 2026 |
| Newton One Investments LLC | History | Added to | 759,888 | 56,284 | 16.6% | 16.66% | 123 | +3,240 | 0.43% | Q4 2025 | Jan 23, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 758,499 | 56,182 | 0.05% | 0.04% | 124 | +102,106 | 15.56% | Q4 2025 | Feb 13, 2026 |
| EP Wealth Advisors, LLC | History | New | 758,193 | 56,159 | 0.29% | — | 125 | +758,193 | New | Q4 2025 | Feb 18, 2026 |
| BLUESTEM FINANCIAL ADVISORS, LLC | History | Added to | 745,166 | 55,194 | 21.32% | 21.5% | 126 | +6,355 | 0.86% | Q4 2025 | Jan 21, 2026 |
| Twele Capital Management, Inc. | History | Added to | 737,256 | 54,608 | 9.76% | 9.56% | 127 | +40,588 | 5.83% | Q4 2025 | Jan 09, 2026 |
| Essential Planning, LLC. | History | Reduced | 736,279 | 54,536 | 17.39% | 19.54% | 128 | -26,950 | -3.53% | Q4 2025 | Jan 15, 2026 |
| Symmetry Partners, LLC | History | Added to | 736,205 | 54,530 | 3.23% | 5.3% | 129 | +81,236 | 12.4% | Q4 2025 | Jan 27, 2026 |
| Cambridge Advisors Inc. | History | Added to | 730,593 | 54,115 | 10.3% | 10.1% | 130 | +35,860 | 5.16% | Q4 2025 | Jan 21, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 727,515 | 53,887 | 0.43% | 0.53% | 131 | -624,161 | -46.18% | Q4 2025 | Feb 13, 2026 |
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | History | No change | 720,000 | 53,330 | 1.78% | 1.97% | 132 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Trilogy Capital Inc. | History | Added to | 717,453 | 53,141 | 2.37% | 2.33% | 133 | +40,747 | 6.02% | Q4 2025 | Jan 22, 2026 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | History | Added to | 716,492 | 53,070 | 0.82% | 0.86% | 134 | +87,418 | 13.9% | Q4 2025 | Feb 17, 2026 |
| West Financial Advisors, LLC | History | Reduced | 712,921 | 52,806 | 8.91% | 9.93% | 135 | -94,493 | -11.7% | Q4 2025 | Jan 13, 2026 |
| TSG Advice Partners, LLC | History | New | 708,793 | 52,500 | 8.01% | — | 136 | +708,793 | New | Q4 2025 | Feb 17, 2026 |
| Zhang Financial LLC | History | Added to | 691,645 | 51,230 | 1.91% | 1.91% | 137 | +59,809 | 9.47% | Q4 2025 | Feb 10, 2026 |
| SimpliFi, Inc. | History | New | 679,847 | 50,356 | 21.3% | — | 138 | +679,847 | New | Q4 2025 | Jan 23, 2026 |
| Arkos Global Advisors | History | Added to | 678,723 | 50,273 | 6.42% | 5.83% | 139 | +63,243 | 10.28% | Q4 2025 | Feb 13, 2026 |
| Equitable Holdings, Inc. | History | Added to | 678,524 | 50,258 | 0.34% | 0.36% | 140 | +12,779 | 1.92% | Q4 2025 | Feb 17, 2026 |
| Amicus Financial Advisors, LLC | History | New | 674,499 | 49,960 | 13.93% | — | 141 | +674,499 | New | Q4 2025 | Mar 02, 2026 |
| RIVERSEDGE ADVISORS, LLC | History | Added to | 669,857 | 49,616 | 8.07% | 7.51% | 142 | +67,012 | 11.12% | Q4 2025 | Jan 07, 2026 |
| Karpus Management, Inc. | History | Added to | 665,035 | 49,259 | 1.51% | 1.18% | 143 | +163,119 | 32.5% | Q4 2025 | Feb 17, 2026 |
| RAINEY & RANDALL WEALTH ADVISORS INC. | History | Added to | 664,305 | 49,205 | 8.03% | 8.16% | 144 | +7,408 | 1.13% | Q4 2025 | Jan 27, 2026 |
| Howard Capital Management Inc. | History | No change | 661,100 | 48,967 | 0.63% | 0.65% | 145 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| GuidedMoney, LLC | History | New | 659,718 | 48,865 | 26.1% | — | 146 | +659,718 | New | Q4 2025 | Feb 23, 2026 |
| Boston Partners | History | Added to | 620,871 | 45,987 | 0.05% | 0.05% | 147 | +22,711 | 3.8% | Q4 2025 | Feb 13, 2026 |
| Crewe Advisors LLC | History | Added to | 604,549 | 44,778 | 3.97% | 4.09% | 148 | +28,019 | 4.86% | Q4 2025 | Jan 16, 2026 |
| Silver Oak Advisory Group, Inc. | History | Added to | 593,754 | 43,979 | 19.88% | 19.69% | 149 | +8,490 | 1.45% | Q4 2025 | Feb 03, 2026 |
| HORIZON BANCORP INC /IN/ | History | Reduced | 593,361 | 43,950 | 21.39% | 21.41% | 150 | -10,219 | -1.69% | Q4 2025 | Feb 11, 2026 |
| Gridiron Partners, LLC | History | Added to | 592,019 | 43,850 | 24.98% | 24.93% | 151 | +567,928 | 2357.43% | Q4 2025 | Jan 08, 2026 |
| TECTONIC ADVISORS LLC | History | Added to | 589,590 | 43,670 | 2.3% | 2.39% | 152 | +1,866 | 0.32% | Q4 2025 | Jan 23, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | New | 577,473 | 42,773 | 2.54% | — | 153 | +577,473 | New | Q4 2025 | Feb 17, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 577,158 | 42,750 | 0.42% | 0.41% | 154 | +36,521 | 6.76% | Q4 2025 | Feb 13, 2026 |
| &PARTNERS | History | Added to | 558,741 | 41,821 | 0.22% | 0.24% | 155 | +45,895 | 8.95% | Q4 2025 | Feb 17, 2026 |
| RFG Advisory, LLC | History | Reduced | 560,038 | 41,482 | 0.78% | 0.93% | 156 | -47,265 | -7.78% | Q4 2025 | Feb 03, 2026 |
| Steele Capital Management, Inc. | History | Added to | 559,145 | 41,415 | 1.78% | 1.82% | 157 | +8,317 | 1.51% | Q4 2025 | Jan 27, 2026 |
| Journey Advisory Group, LLC | History | Added to | 550,053 | 40,742 | 3.43% | 2.88% | 158 | +26,727 | 5.11% | Q4 2025 | Jan 27, 2026 |
| Storen Legacy Partners, LLC | History | New | 549,681 | 40,714 | 12.77% | — | 159 | +549,681 | New | Q4 2025 | Mar 05, 2026 |
| BURRUS FINANCIAL SERVICES, INC. | History | Reduced | 464,371 | 40,218 | 22.87% | 34.78% | 160 | -554,918 | -54.44% | Q4 2025 | Jan 30, 2026 |
| Jordan Park Group LLC | History | Added to | 530,977 | 39,329 | 2.28% | 1.65% | 161 | +141,347 | 36.28% | Q4 2025 | Feb 10, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 530,483 | 39,292 | 0.8% | 0.8% | 162 | +56,044 | 11.81% | Q4 2025 | Feb 09, 2026 |
| ASPIRIANT, LLC | History | Reduced | 526,032 | 38,963 | 1.12% | 1.24% | 163 | -18,708 | -3.43% | Q4 2025 | Jan 20, 2026 |
| TD Capital Management LLC | History | Added to | 523,900 | 38,805 | 3.44% | 3.39% | 164 | +17,994 | 3.56% | Q4 2025 | Feb 26, 2026 |
| ALM First Financial Advisors, LLC | History | No change | 517,396 | 38,323 | 7.59% | 7.77% | 165 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Astoria Strategic Wealth, Inc. | History | Added to | 516,682 | 38,270 | 9.63% | 9.58% | 166 | +7,396 | 1.45% | Q4 2025 | Feb 05, 2026 |
| Stordahl Capital Management, Inc. | History | Added to | 514,675 | 38,121 | 7.85% | 7.83% | 167 | +13,119 | 2.62% | Q4 2025 | Jan 27, 2026 |
| Financial Management Professionals, Inc. | History | Added to | 513,784 | 38,056 | 3.92% | 3.74% | 168 | +30,220 | 6.25% | Q4 2025 | Jan 27, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Added to | 509,225 | 37,820 | 0.49% | 0.4% | 169 | +83,228 | 19.54% | Q4 2025 | Feb 03, 2026 |
| Eaton-Cambridge Inc. | History | Added to | 507,753 | 37,609 | 12.34% | 12.02% | 170 | +43,071 | 9.27% | Q4 2025 | Feb 13, 2026 |
| Charles Schwab Trust Co | History | Added to | 502,274 | 37,203 | 2.44% | 2.42% | 171 | +22,472 | 4.68% | Q4 2025 | Jan 09, 2026 |
| CITIGROUP INC | History | Reduced | 496,270 | 36,758 | 0.02% | 0.04% | 172 | -635,761 | -56.16% | Q4 2025 | Feb 13, 2026 |
| Sherwood Financial Partners, LLC | History | Added to | 491,967 | 36,439 | 31.41% | 31.13% | 173 | +11,990 | 2.5% | Q4 2025 | Feb 18, 2026 |
| Avior Wealth Management, LLC | History | Added to | 489,125 | 36,229 | 1.13% | 1.13% | 174 | +18,649 | 3.96% | Q4 2025 | Jan 06, 2026 |
| Index Fund Advisors, Inc. | History | Added to | 482,819 | 35,762 | 1.68% | 1.71% | 175 | +8,812 | 1.86% | Q4 2025 | Jan 29, 2026 |
| Roble, Belko & Company, Inc | History | Added to | 478,294 | 35,427 | 4.64% | 4.78% | 176 | +4,283 | 0.9% | Q4 2025 | Jan 12, 2026 |
| Dunhill Financial, LLC | History | Added to | 467,173 | 35,348 | 8.64% | 8.19% | 177 | +44,847 | 10.62% | Q4 2025 | Jan 29, 2026 |
| N.E.W. Advisory Services LLC | History | Added to | 475,245 | 35,201 | 2.6% | 2.98% | 178 | +25,985 | 5.78% | Q4 2025 | Jan 28, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Added to | 601,222 | 33,789 | 3.7% | 3.52% | 179 | +185,800 | 44.73% | Q4 2025 | Feb 18, 2026 |
| SCS Capital Management LLC | History | Reduced | 454,125 | 33,637 | 0.36% | 0.43% | 180 | -78,166 | -14.68% | Q4 2025 | Feb 10, 2026 |
| RIA Advisory Group LLC | History | Added to | 453,185 | 33,567 | 8.07% | 7.86% | 181 | +40,755 | 9.88% | Q4 2025 | Feb 02, 2026 |
| STRATEGIC ADVISORY PARTNERS, LLC | History | New | 446,556 | 33,076 | 27.44% | — | 182 | +446,556 | New | Q4 2025 | Mar 03, 2026 |
| SNS Financial Group, LLC | History | Added to | 443,051 | 32,816 | 2.83% | 2.78% | 183 | +12,494 | 2.9% | Q4 2025 | Feb 02, 2026 |
| Hirtle Callaghan & Co LLC | History | Reduced | 440,645 | 32,638 | 1.11% | 1.2% | 184 | -19,217 | -4.18% | Q4 2025 | Feb 04, 2026 |
| Private Advisor Group, LLC | History | Reduced | 440,085 | 32,597 | 0.15% | 0.16% | 185 | -1,954 | -0.44% | Q4 2025 | Feb 17, 2026 |
| Carr Financial Group Corp | History | Added to | 434,354 | 32,172 | 8.55% | 8.5% | 186 | +17,931 | 4.31% | Q4 2025 | Jan 09, 2026 |
| Bare Financial Services, Inc | History | Added to | 431,766 | 31,980 | 8.9% | 8.53% | 187 | +47,618 | 12.4% | Q4 2025 | Feb 06, 2026 |
| Tenon Financial LLC | History | Added to | 430,069 | 31,855 | 13.43% | 12.15% | 188 | +111,858 | 35.15% | Q4 2025 | Jan 16, 2026 |
| Great Waters Wealth Management | History | Reduced | 429,826 | 31,837 | 3.5% | 4.18% | 189 | -46,023 | -9.67% | Q4 2025 | Jan 15, 2026 |
| Level Wealth Management LLC | History | Added to | 421,702 | 31,235 | 15.97% | 16.04% | 190 | +11,825 | 2.89% | Q4 2025 | Feb 02, 2026 |
| Sound Stewardship, LLC | History | Added to | 418,064 | 30,966 | 14.84% | 14.24% | 191 | +19,135 | 4.8% | Q4 2025 | Jan 30, 2026 |
| KWMG, LLC | History | Added to | 412,680 | 30,567 | 2.63% | 2.61% | 192 | +12,539 | 3.13% | Q4 2025 | Jan 16, 2026 |
| NewSquare Capital LLC | History | Reduced | 411,808 | 30,502 | 2.69% | 2.28% | 193 | -40,149 | -8.88% | Q4 2025 | Feb 17, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 407,611 | 30,191 | 2.52% | 2.79% | 194 | -43,879 | -9.72% | Q4 2025 | Feb 13, 2026 |
| Stephens Consulting, LLC | History | Added to | 407,094 | 30,153 | 9.74% | 10.19% | 195 | +6,890 | 1.72% | Q4 2025 | Jan 13, 2026 |
| Global Wealth Strategies & Associates | History | Added to | 404,199 | 29,939 | 7.46% | 7.39% | 196 | +17,486 | 4.52% | Q4 2025 | Jan 02, 2026 |
| Financiere des Professionnels - Fonds d'investissement inc. | History | No change | 400,700 | 29,679 | 1.68% | 1.72% | 197 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Gibson Wealth Advisors LLC | History | Added to | 400,460 | 29,662 | 20.33% | 20.09% | 198 | +21,463 | 5.66% | Q4 2025 | Jan 13, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 399,666 | 29,603 | 0.95% | 1.08% | 199 | -102,047 | -20.34% | Q4 2025 | Jan 09, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 398,501 | 29,516 | 0.46% | 0.48% | 200 | +6,349 | 1.62% | Q4 2025 | Feb 12, 2026 |
| BIP Wealth, LLC | History | Added to | 393,709 | 29,162 | 1.03% | 1.21% | 201 | +64,073 | 19.44% | Q4 2025 | Jan 21, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 389,927 | 28,881 | 0.37% | 0.35% | 202 | +38,832 | 11.06% | Q4 2025 | Feb 05, 2026 |
| Prestige Wealth Management Group LLC | History | Added to | 388,581 | 28,782 | 5.49% | 5.46% | 203 | +8,312 | 2.19% | Q4 2025 | Feb 11, 2026 |
| BHK Investment Advisors, LLC | History | Added to | 387,158 | 28,676 | 9.42% | 9.43% | 204 | +47,569 | 14.01% | Q4 2025 | Feb 03, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 385,281 | 28,537 | 0.05% | 0.04% | 205 | +140,884 | 57.65% | Q4 2025 | Mar 16, 2026 |
| MA Private Wealth | History | Reduced | 383,342 | 28,394 | 4.74% | 5.62% | 206 | -66,312 | -14.75% | Q4 2025 | Feb 03, 2026 |
| Summit Wealth Group, LLC | History | Added to | 379,709 | 28,125 | 6.57% | 6.56% | 207 | +14,792 | 4.05% | Q4 2025 | Feb 06, 2026 |
| Visionary Wealth Advisors | History | Added to | 377,810 | 27,984 | 1.26% | 1.26% | 208 | +13,558 | 3.72% | Q4 2025 | Feb 13, 2026 |
| TOMPKINS FINANCIAL CORP | History | Added to | 377,799 | 27,983 | 2.18% | 1.92% | 209 | +69,506 | 22.55% | Q4 2025 | Jan 08, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 377,716 | 27,977 | 0.05% | 0.06% | 210 | -31,927 | -7.79% | Q4 2025 | Feb 17, 2026 |
| Gotham Asset Management, LLC | History | Added to | 377,226 | 27,941 | 0.1% | 0.12% | 211 | +17,284 | 4.8% | Q4 2025 | Feb 17, 2026 |
| G2 CAPITAL MANAGEMENT, LLC / OH | History | Added to | 376,184 | 27,863 | 6.72% | 7.01% | 212 | +2,844 | 0.76% | Q4 2025 | Jan 23, 2026 |
| New Jersey Better Educational Savings Trust | History | No change | 373,365 | 27,655 | 47.08% | 47.07% | 213 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| White Lighthouse Investment Management Inc. | History | Added to | 371,289 | 27,501 | 3.84% | 3.59% | 214 | +54,509 | 17.21% | Q4 2025 | Feb 09, 2026 |
| Legacy Private Trust Co. | History | Reduced | 365,993 | 27,109 | 1.59% | 1.65% | 215 | -5,854 | -1.57% | Q4 2025 | Jan 08, 2026 |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | History | Added to | 365,175 | 27,048 | 3.9% | 3.75% | 216 | +20,639 | 5.99% | Q4 2025 | Feb 06, 2026 |
| Werba Rubin Papier Wealth Management | History | Added to | 360,595 | 26,709 | 7.24% | 3.01% | 217 | +109,775 | 43.77% | Q4 2025 | Jan 27, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 360,439 | 26,697 | 0.04% | 0.04% | 218 | -4,024 | -1.1% | Q4 2025 | Jan 15, 2026 |
| Beacon Harbor Wealth Advisors, Inc. | History | Added to | 359,616 | 26,636 | 5.9% | 5.86% | 219 | +22,312 | 6.61% | Q4 2025 | Jan 23, 2026 |
| Sightline Wealth Advisors, LLC | History | Added to | 358,522 | 26,555 | 11.32% | 10.9% | 220 | +33,810 | 10.41% | Q4 2025 | Jan 26, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 357,882 | 26,508 | 1.73% | 1.69% | 221 | +24,766 | 7.43% | Q4 2025 | Jan 23, 2026 |
| Verus Advisory, Inc. | History | New | 354,323 | 26,312 | 17.17% | — | 222 | +354,323 | New | Q4 2025 | Feb 20, 2026 |
| WBH ADVISORY INC | History | Added to | 353,925 | 26,215 | 1.94% | 1.92% | 223 | +15,215 | 4.49% | Q4 2025 | Jan 26, 2026 |
| Prudent Man Advisors, LLC | History | Reduced | 353,591 | 26,190 | 9.53% | 9.76% | 224 | -2,763 | -0.78% | Q4 2025 | Feb 11, 2026 |
| Hills Bank & Trust Co | History | Reduced | 352,268 | 26,092 | 1.52% | 1.56% | 225 | -3,472 | -0.98% | Q4 2025 | Feb 05, 2026 |
| Fonville Wealth Management LLC | History | Added to | 344,632 | 25,526 | 5.22% | 5.38% | 226 | +23,240 | 7.23% | Q4 2025 | Jan 23, 2026 |
| BROWN ADVISORY INC | History | Added to | 342,877 | 25,396 | 0.04% | 0.01% | 227 | +220,955 | 181.23% | Q4 2025 | Feb 13, 2026 |
| WESBANCO BANK INC | History | Added to | 342,499 | 25,368 | 0.7% | 0.7% | 228 | +3,860 | 1.14% | Q4 2025 | Feb 03, 2026 |
| Waverly Advisors, LLC | History | Added to | 340,430 | 25,215 | 0.2% | 0.23% | 229 | +30,049 | 9.68% | Q4 2025 | Feb 17, 2026 |
| BARCLAYS PLC | History | Added to | 334,897 | 24,805 | 0.01% | 0.0% | 230 | +87,322 | 35.27% | Q4 2025 | Feb 13, 2026 |
| Addison Capital Co | History | Added to | 334,702 | 24,792 | 6.19% | 5.18% | 231 | +99,110 | 42.07% | Q4 2025 | Feb 02, 2026 |
| Ameraudi Asset Management, Inc. | History | Added to | 334,158 | 24,751 | 13.6% | 10.91% | 232 | +91,530 | 37.72% | Q4 2025 | Feb 11, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 333,884 | 24,730 | 1.32% | 1.3% | 233 | +25,135 | 8.14% | Q4 2025 | Jan 20, 2026 |
| Vermillion Wealth Management, Inc. | History | Added to | 332,428 | 24,622 | 10.01% | 6.37% | 234 | +15,301 | 4.82% | Q4 2025 | Feb 11, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 323,479 | 23,960 | 0.03% | 0.04% | 235 | -13,251 | -3.94% | Q4 2025 | Feb 10, 2026 |
| Smithfield Trust Co | History | Reduced | 321,815 | 23,823 | 1.05% | 1.12% | 236 | -15,566 | -4.61% | Q4 2025 | Feb 09, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 320,092 | 23,709 | 0.15% | 0.24% | 237 | -182,889 | -36.36% | Q4 2025 | Jan 29, 2026 |
| Mallini Complete Financial Planning LLC | History | Reduced | 318,197 | 23,568 | 18.94% | 19.39% | 238 | -2,442 | -0.76% | Q4 2025 | Jan 06, 2026 |
| Main Management LLC | History | Reduced | 317,481 | 23,516 | 1.69% | 1.75% | 239 | -4,431 | -1.38% | Q4 2025 | Feb 10, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 317,065 | 23,484 | 0.01% | 0.01% | 240 | +27,418 | 9.47% | Q4 2025 | Feb 12, 2026 |
| Luminvest Wealth Management LLC | History | Added to | 315,871 | 23,396 | 6.49% | 6.41% | 241 | +51,517 | 19.49% | Q4 2025 | Jan 26, 2026 |
| Regent Peak Wealth Advisors LLC | History | Reduced | 313,169 | 23,196 | 4.57% | 4.74% | 242 | -4,805 | -1.51% | Q4 2025 | Jan 08, 2026 |
| Wealth Analytics Partners, LLC | History | New | 312,655 | 23,158 | 9.08% | — | 243 | +312,655 | New | Q4 2025 | Feb 17, 2026 |
| Five Pine Wealth Management | History | Added to | 310,491 | 22,998 | 14.75% | 14.87% | 244 | +14,798 | 5.0% | Q4 2025 | Jan 21, 2026 |
| FMR LLC | History | Added to | 309,033 | 22,890 | 0.0% | 0.0% | 245 | +7,013 | 2.32% | Q4 2025 | Feb 17, 2026 |
| Coppell Advisory Solutions LLC | History | Added to | 300,671 | 22,330 | 2.2% | 2.1% | 246 | +34,738 | 13.06% | Q4 2025 | Feb 17, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 299,215 | 22,162 | 0.67% | 0.68% | 247 | -785 | -0.26% | Q4 2025 | Feb 11, 2026 |
| FOSTER & MOTLEY INC | History | Added to | 296,362 | 21,952 | 1.17% | 0.95% | 248 | +59,767 | 25.26% | Q4 2025 | Jan 15, 2026 |
| Golden Bell Financial Planning LLC | History | Added to | 295,605 | 21,895 | 18.23% | 19.04% | 249 | +975 | 0.33% | Q4 2025 | Feb 03, 2026 |
| Capital Asset Advisory Services LLC | History | Reduced | 293,564 | 21,776 | 0.88% | 0.95% | 250 | -957 | -0.32% | Q4 2025 | Jan 09, 2026 |
| BlueStem Wealth Partners, LLC | History | Added to | 291,064 | 21,559 | 2.38% | 2.22% | 251 | +29,810 | 11.41% | Q4 2025 | Feb 06, 2026 |
| Ellevest, Inc. | History | Added to | 289,840 | 21,468 | 2.97% | 2.8% | 252 | +26,219 | 9.95% | Q4 2025 | Feb 10, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 288,273 | 21,349 | 0.02% | 0.02% | 253 | +40,833 | 16.5% | Q4 2025 | Feb 17, 2026 |
| Hobart Private Capital, LLC | History | Reduced | 288,050 | 21,335 | 4.16% | 4.51% | 254 | -1,719 | -0.59% | Q4 2025 | Jan 27, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 287,153 | 21,269 | 0.37% | 0.44% | 255 | +5,697 | 2.02% | Q4 2025 | Feb 19, 2026 |
| Litman Gregory Wealth Management LLC | History | Added to | 285,989 | 21,183 | 1.55% | 1.35% | 256 | +41,419 | 16.94% | Q4 2025 | Feb 12, 2026 |
| Leonard Rickey Investment Advisors P.L.L.C. | History | Added to | 281,885 | 20,879 | 3.78% | 3.9% | 257 | +3,035 | 1.09% | Q4 2025 | Jan 14, 2026 |
| ATMOS ADVISORY, LLC | History | Added to | 281,723 | 20,867 | 12.09% | 12.74% | 258 | +661 | 0.24% | Q4 2025 | Jan 21, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 280,899 | 20,806 | 0.23% | 0.19% | 259 | +54,334 | 23.98% | Q4 2025 | Feb 02, 2026 |
| Greenbush Financial Group, LLC | History | Added to | 280,724 | 20,793 | 7.07% | 7.27% | 260 | +25,933 | 10.18% | Q4 2025 | Jan 20, 2026 |
| BANK OF HAWAII | History | Added to | 279,579 | 20,708 | 1.02% | 0.9% | 261 | +37,640 | 15.56% | Q4 2025 | Mar 03, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 279,252 | 20,684 | 0.05% | 0.05% | 262 | -23,302 | -7.7% | Q4 2025 | Feb 11, 2026 |
| Atria Investments, Inc | History | Added to | 278,936 | 20,660 | 0.23% | 0.21% | 263 | +28,109 | 11.21% | Q4 2025 | Feb 05, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 276,648 | 20,491 | 0.11% | 0.1% | 264 | +27,507 | 11.04% | Q4 2025 | Jan 29, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 276,298 | 20,465 | 0.85% | 0.81% | 265 | +16,740 | 6.45% | Q4 2025 | Feb 09, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 274,671 | 20,344 | 0.11% | 0.11% | 266 | +9,290 | 3.5% | Q4 2025 | Feb 12, 2026 |
| Veery Capital, LLC | History | Added to | 273,635 | 20,268 | 6.22% | 6.3% | 267 | +5,207 | 1.94% | Q4 2025 | Jan 27, 2026 |
| Cherry Tree Wealth Management, LLC | History | Added to | 272,186 | 20,160 | 4.26% | 4.4% | 268 | +2,952 | 1.1% | Q4 2025 | Feb 10, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 272,061 | 20,151 | 0.71% | 1.38% | 269 | -213,733 | -44.0% | Q4 2025 | Feb 04, 2026 |
| Acorn Wealth Advisors, LLC | History | Added to | 266,405 | 19,732 | 5.88% | 5.72% | 270 | +20,836 | 8.48% | Q4 2025 | Feb 10, 2026 |
| Greenspring Advisors, LLC | History | Added to | 261,126 | 19,341 | 1.19% | 1.02% | 271 | +183,482 | 236.31% | Q4 2025 | Feb 10, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | Added to | 260,374 | 19,324 | 1.3% | 1.47% | 272 | +6,767 | 2.67% | Q4 2025 | Feb 13, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 260,434 | 19,290 | 1.09% | 1.13% | 273 | +106 | 0.04% | Q4 2025 | Jan 14, 2026 |
| Yeomans Consulting Group, Inc. | History | New | 259,795 | 19,243 | 5.64% | — | 274 | +259,795 | New | Q4 2025 | Jan 07, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Added to | 258,238 | 19,127 | 0.21% | 0.17% | 275 | +57,106 | 28.39% | Q4 2025 | Feb 12, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 253,956 | 18,810 | 0.11% | 0.01% | 276 | +242,566 | 2129.64% | Q4 2025 | Feb 17, 2026 |
| McNaughton Wealth Management, LLC | History | Added to | 250,411 | 18,547 | 7.64% | 7.8% | 277 | +1,694 | 0.68% | Q4 2025 | Jan 12, 2026 |
| Financial Architects, LLC | History | Added to | 250,044 | 18,520 | 9.96% | 9.93% | 278 | +15,034 | 6.4% | Q4 2025 | Jan 21, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 17,484,728 | 18,495 | 0.34% | 0.36% | 279 | +302 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Courage Miller Partners, LLC | History | Reduced | 249,376 | 18,471 | 5.56% | 5.6% | 280 | -1,977 | -0.79% | Q4 2025 | Jan 26, 2026 |
| ROGCO, LP | History | Added to | 248,609 | 18,414 | 6.1% | 6.27% | 281 | +8,555 | 3.56% | Q4 2025 | Jan 30, 2026 |
| ESG Planning DBA Harper Investing | History | Added to | 247,424 | 18,326 | 7.89% | 8.31% | 282 | +12,885 | 5.49% | Q4 2025 | Feb 04, 2026 |
| Vannoy Advisory Group, Inc. | History | Added to | 246,324 | 18,245 | 11.56% | 11.53% | 283 | +9,061 | 3.82% | Q4 2025 | Jan 15, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Added to | 245,539 | 18,187 | 1.42% | 1.47% | 284 | +2,059 | 0.85% | Q4 2025 | Jan 23, 2026 |
| Cadence Bank | History | Added to | 245,309 | 18,170 | 1.06% | 0.99% | 285 | +25,949 | 11.83% | Q4 2025 | Jan 30, 2026 |
| Bear Mountain Capital, Inc. | History | Added to | 244,100 | 18,141 | 5.86% | 6.08% | 286 | +2,342 | 0.97% | Q4 2025 | Jan 22, 2026 |
| IMA Advisory Services, Inc. | History | Added to | 242,790 | 17,983 | 1.73% | 1.64% | 287 | +24,186 | 11.06% | Q4 2025 | Feb 11, 2026 |
| PFG Advisors | History | Added to | 241,743 | 17,905 | 0.87% | 0.72% | 288 | +4,388 | 1.85% | Q4 2025 | Jan 27, 2026 |
| Modera Wealth Management, LLC | History | Added to | 237,546 | 17,595 | 0.2% | 0.18% | 289 | +25,912 | 12.24% | Q4 2025 | Jan 21, 2026 |
| Tide Cove Capital Partners LLC | History | Added to | 236,125 | 17,521 | 12.09% | 11.31% | 290 | +38,435 | 19.44% | Q4 2025 | Feb 10, 2026 |
| FDx Advisors, Inc. | History | Added to | 233,682 | 17,309 | 8.83% | 5.12% | 291 | +4,613 | 2.01% | Q4 2025 | Feb 10, 2026 |
| BFSG, LLC | History | Added to | 232,434 | 17,216 | 1.67% | 1.61% | 292 | +8,256 | 3.68% | Q4 2025 | Jan 22, 2026 |
| Prospera Capital Management, LLC | History | Added to | 229,881 | 17,027 | 8.59% | 7.41% | 293 | +23,481 | 11.38% | Q4 2025 | Jan 20, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Added to | 228,636 | 16,935 | 1.17% | 1.14% | 294 | +23,632 | 11.53% | Q4 2025 | Feb 02, 2026 |
| Roundview Capital LLC | History | Added to | 228,546 | 16,928 | 1.04% | 0.98% | 295 | +19,248 | 9.2% | Q4 2025 | Feb 09, 2026 |
| Drucker Wealth 3.0, LLC | History | Reduced | 225,010 | 16,666 | 2.93% | 3.21% | 296 | -17,629 | -7.27% | Q4 2025 | Feb 03, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 222,680 | 16,493 | 0.42% | 0.42% | 297 | +2,846 | 1.29% | Q4 2025 | Feb 03, 2026 |
| TIFF ADVISORY SERVICES, LLC | History | New | 221,743 | 16,424 | 2.83% | — | 298 | +221,743 | New | Q4 2025 | Feb 09, 2026 |
| PDS Planning, Inc | History | Added to | 220,923 | 16,363 | 1.09% | 1.13% | 299 | +831 | 0.38% | Q4 2025 | Jan 26, 2026 |
| Asset Management One Co., Ltd. | History | Added to | 220,160 | 16,357 | 0.05% | 0.05% | 300 | +7,320 | 3.44% | Q4 2025 | Jan 27, 2026 |
| SlateStone Wealth, LLC | History | Added to | 220,336 | 16,320 | 1.37% | 1.35% | 301 | +10,556 | 5.03% | Q4 2025 | Feb 11, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 220,337 | 16,320 | 1.89% | 2.7% | 302 | +8,696 | 4.11% | Q4 2025 | Feb 13, 2026 |
| NWAM LLC | History | Added to | 218,880 | 16,244 | 0.91% | 0.88% | 303 | +2,057 | 0.95% | Q4 2025 | Feb 04, 2026 |
| Aspire Capital Advisors LLC | History | Added to | 218,493 | 16,183 | 3.8% | 3.93% | 304 | +4,042 | 1.88% | Q4 2025 | Jan 16, 2026 |
| Whelan Financial | History | Added to | 218,253 | 16,166 | 5.05% | 5.01% | 305 | +5,870 | 2.76% | Q4 2025 | Feb 02, 2026 |
| FOCUS Wealth Advisors, LLC | History | Reduced | 217,991 | 16,146 | 7.51% | 7.83% | 306 | -1,103 | -0.5% | Q4 2025 | Jan 09, 2026 |
| FIL Ltd | History | Added to | 217,316 | 16,096 | 0.01% | 0.01% | 307 | +1,967 | 0.91% | Q4 2025 | Feb 17, 2026 |
| REBALANCE, LLC | History | Added to | 213,877 | 15,841 | 0.93% | 0.93% | 308 | +5,946 | 2.86% | Q4 2025 | Jan 15, 2026 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | History | Reduced | 213,482 | 15,812 | 2.07% | 2.59% | 309 | -51,455 | -19.42% | Q4 2025 | Feb 10, 2026 |
| CMG Global Holdings, LLC | History | Added to | 213,905 | 15,807 | 7.02% | 6.87% | 310 | +25,953 | 13.81% | Q4 2025 | Feb 05, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | Reduced | 211,340 | 15,653 | 1.72% | 1.98% | 311 | -15,779 | -6.95% | Q4 2025 | Feb 13, 2026 |
| Dynamic Wealth Strategies, LLC | History | Added to | 209,268 | 15,500 | 9.23% | 7.93% | 312 | +49,606 | 31.07% | Q4 2025 | Feb 04, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 209,061 | 15,485 | 0.16% | 0.16% | 313 | -2,991 | -1.41% | Q4 2025 | Jan 13, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Reduced | 208,298 | 15,428 | 0.99% | 1.04% | 314 | -3,780 | -1.78% | Q4 2025 | Jan 26, 2026 |
| UMB Bank, n.a. | History | Added to | 206,996 | 15,332 | 0.2% | 0.04% | 315 | +170,338 | 464.67% | Q4 2025 | Feb 13, 2026 |
| TLT Family Holdco ULC | History | Reduced | 203,100 | 15,043 | 1.65% | 3.52% | 316 | -315,900 | -60.87% | Q4 2025 | Feb 13, 2026 |
| Attessa Capital LLC | History | Added to | 202,721 | 15,015 | 8.21% | 8.29% | 317 | +13,731 | 7.27% | Q4 2025 | Jan 06, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 202,428 | 14,993 | 0.23% | 0.01% | 318 | +193,114 | 2073.37% | Q4 2025 | Jan 13, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 201,710 | 14,940 | 0.3% | 0.33% | 319 | +12,437 | 6.57% | Q4 2025 | Feb 03, 2026 |
| Arbor Investment Advisors, LLC | History | Reduced | 200,979 | 14,886 | 1.96% | 1.96% | 320 | -6,849 | -3.3% | Q4 2025 | Jan 23, 2026 |
| Estate Counselors, LLC | History | Added to | 200,440 | 14,846 | 1.24% | 1.25% | 321 | +5,370 | 2.75% | Q4 2025 | Feb 02, 2026 |
| Pearl Planning LLC | History | New | 198,406 | 14,695 | 8.99% | — | 322 | +198,406 | New | Q4 2025 | Feb 03, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 197,164 | 14,603 | 0.04% | 0.05% | 323 | -3,550 | -1.77% | Q4 2025 | Jan 26, 2026 |
| Tribridge Partners Financial LLC | History | Added to | 196,073 | 14,523 | 6.09% | 5.94% | 324 | +22,301 | 12.83% | Q4 2025 | Jan 26, 2026 |
| Alley Investment Management Company, LLC | History | Added to | 195,654 | 14,492 | 1.7% | 1.69% | 325 | +50 | 0.03% | Q4 2025 | Jan 27, 2026 |
| Wrenne Financial Planning LLC | History | Added to | 195,481 | 14,479 | 5.89% | 6.05% | 326 | +5,199 | 2.73% | Q4 2025 | Feb 10, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 195,107 | 14,451 | 0.11% | — | 327 | +195,107 | New | Q4 2025 | Feb 18, 2026 |
| UNITED SERVICES AUTOMOBILE ASSOCIATION | History | Added to | 193,850 | 14,358 | 0.91% | 0.95% | 328 | +10,360 | 5.65% | Q4 2025 | Feb 04, 2026 |
| Baird Financial Group, Inc. | History | Added to | 193,401 | 14,325 | 0.02% | 0.02% | 329 | +19,192 | 11.02% | Q4 2025 | Feb 13, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 193,214 | 14,311 | 0.37% | 0.38% | 330 | +5,889 | 3.14% | Q4 2025 | Feb 17, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | New | 192,852 | 14,284 | 2.36% | — | 331 | +192,852 | New | Q4 2025 | Feb 18, 2026 |
| Continuum Advisory, LLC | History | Added to | 191,469 | 14,182 | 1.42% | 1.45% | 332 | +7,578 | 4.12% | Q4 2025 | Feb 11, 2026 |
| LVW Advisors, LLC | History | Added to | 191,280 | 14,168 | 1.44% | 1.41% | 333 | +5,094 | 2.74% | Q4 2025 | Jan 14, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 190,084 | 14,117 | 0.54% | 0.33% | 334 | +118,054 | 163.9% | Q4 2025 | Feb 13, 2026 |
| Tanager Wealth Management LLP | History | Reduced | 187,605 | 13,895 | 1.39% | 1.49% | 335 | -3,035 | -1.59% | Q4 2025 | Jan 26, 2026 |
| Focused Wealth Management, Inc | History | Added to | 187,395 | 13,880 | 1.45% | 1.34% | 336 | +18,238 | 10.78% | Q4 2025 | Jan 29, 2026 |
| Platt Investment Counsel, LLC | History | Added to | 187,104 | 13,858 | 10.24% | 7.28% | 337 | +62,750 | 50.46% | Q4 2025 | Jan 07, 2026 |
| ASSOCIATED BANC-CORP | History | Added to | 184,844 | 13,691 | 0.35% | 0.36% | 338 | +2,022 | 1.11% | Q4 2025 | Feb 06, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 183,448 | 13,587 | 0.19% | 0.05% | 339 | +124,652 | 212.01% | Q4 2025 | Feb 02, 2026 |
| Vise Technologies, Inc. | History | Added to | 182,117 | 13,489 | 0.26% | 0.09% | 340 | +147,844 | 431.37% | Q4 2025 | Feb 11, 2026 |
| NewEdge Wealth, LLC | History | Added to | 181,182 | 13,420 | 0.15% | 0.1% | 341 | +88,449 | 95.38% | Q4 2025 | Feb 03, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 179,637 | 13,341 | 0.9% | 0.13% | 342 | +156,260 | 668.43% | Q4 2025 | Jan 15, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 178,936 | 13,253 | 0.09% | 0.09% | 343 | +11,475 | 6.85% | Q4 2025 | Feb 13, 2026 |
| Trellis Wealth Advisors LLC | History | Added to | 178,888 | 13,250 | 5.18% | 4.46% | 344 | +31,476 | 21.35% | Q4 2025 | Jan 26, 2026 |
| IFP Advisors, Inc | History | Added to | 178,756 | 13,240 | 0.3% | 0.31% | 345 | +20,150 | 12.7% | Q4 2025 | Feb 06, 2026 |
| Armor Investment Advisors, LLC | History | Reduced | 176,764 | 13,092 | 4.81% | 4.29% | 346 | -5,314 | -2.92% | Q4 2025 | Feb 05, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 175,388 | 13,022 | 0.32% | 0.28% | 347 | +32,080 | 22.39% | Q4 2025 | Jan 28, 2026 |
| Madrona Financial Services, LLC | History | Added to | 175,602 | 13,006 | 2.78% | 2.84% | 348 | +2,671 | 1.54% | Q4 2025 | Jan 22, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Added to | 175,281 | 12,983 | 0.27% | 1.08% | 349 | +90,925 | 107.79% | Q4 2025 | Feb 17, 2026 |
| SPIREPOINT PRIVATE CLIENT, LLC | History | Added to | 174,580 | 12,931 | 1.24% | 1.06% | 350 | +39,428 | 29.17% | Q4 2025 | Jan 22, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 173,084 | 12,820 | 0.23% | 0.27% | 351 | -4,166 | -2.35% | Q4 2025 | Jan 16, 2026 |
| MGO Private Wealth, LLC | History | Reduced | 172,888 | 12,805 | 7.93% | 7.73% | 352 | -531 | -0.31% | Q4 2025 | Feb 10, 2026 |
| DSG Capital Advisors, LLC | History | Reduced | 172,030 | 12,785 | 1.95% | 2.07% | 353 | -2,683 | -1.54% | Q4 2025 | Jan 27, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Added to | 172,239 | 12,757 | 0.4% | 0.39% | 354 | +10,146 | 6.26% | Q4 2025 | Jan 30, 2026 |
| PINKERTON WEALTH, LLC | History | Added to | 170,283 | 12,612 | 1.29% | 1.29% | 355 | +8,500 | 5.25% | Q4 2025 | Feb 06, 2026 |
| Topsail Wealth Management, LLC | History | Added to | 170,111 | 12,600 | 1.85% | 1.76% | 356 | +30,523 | 21.87% | Q4 2025 | Feb 04, 2026 |
| Gould Capital, LLC | History | Reduced | 169,903 | 12,584 | 7.76% | 7.89% | 357 | -1,404 | -0.82% | Q4 2025 | Feb 13, 2026 |
| Newport Capital Group, LLC | History | Added to | 168,953 | 12,514 | 7.65% | 7.47% | 358 | +9,190 | 5.75% | Q4 2025 | Feb 13, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Added to | 168,838 | 12,506 | 0.16% | 0.16% | 359 | +1,546 | 0.92% | Q4 2025 | Feb 10, 2026 |
| BlueSky Wealth Advisors, LLC | History | Reduced | 166,637 | 12,342 | 1.63% | 1.7% | 360 | -2,886 | -1.7% | Q4 2025 | Jan 26, 2026 |
| Cyr Financial Inc. | History | Added to | 165,716 | 12,274 | 7.65% | 6.91% | 361 | +29,673 | 21.81% | Q4 2025 | Jan 16, 2026 |
| Keystone Financial Group | History | Added to | 164,617 | 12,193 | 0.9% | 0.93% | 362 | +1,014 | 0.62% | Q4 2025 | Feb 06, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 162,363 | 12,026 | 0.07% | 0.07% | 363 | +527 | 0.33% | Q4 2025 | Feb 11, 2026 |
| Brookstone Capital Management | History | Added to | 162,075 | 12,004 | 0.14% | 0.12% | 364 | +24,177 | 17.53% | Q4 2025 | Jan 15, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 161,689 | 11,976 | 0.62% | 0.65% | 365 | +4,106 | 2.61% | Q4 2025 | Feb 05, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | No change | 161,270 | 11,945 | 0.03% | 0.03% | 366 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Troutman Wealth Management, LLC | History | New | 160,620 | 11,897 | 9.83% | — | 367 | +160,620 | New | Q4 2025 | Feb 18, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 160,477 | 11,886 | 0.23% | 0.33% | 368 | -24,418 | -13.21% | Q4 2025 | Feb 13, 2026 |
| Lido Advisors, LLC | History | Added to | 159,724 | 11,875 | 0.04% | 0.04% | 369 | +6,545 | 4.27% | Q4 2025 | Feb 10, 2026 |
| Sovereign Investment Advisors, LLC | History | Added to | 159,200 | 11,791 | 2.95% | 3.21% | 370 | +1,115 | 0.71% | Q4 2025 | Feb 13, 2026 |
| BancFirst Trust & Investment Management | History | No change | 158,620 | 11,780 | 4.86% | 4.49% | 371 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| NewCorp Financial Services, Inc. | History | New | 158,292 | 11,724 | 10.38% | — | 372 | +158,292 | New | Q4 2025 | Feb 10, 2026 |
| Gibraltar Capital Management, Inc. | History | Added to | 157,316 | 11,652 | 1.98% | 2.07% | 373 | +2,135 | 1.38% | Q4 2025 | Feb 02, 2026 |
| Harpswell Capital Advisors, LLC | History | Added to | 156,766 | 11,611 | 9.2% | 3.58% | 374 | +106,230 | 210.21% | Q4 2025 | Feb 11, 2026 |
| Souders Financial Advisors | History | Added to | 156,659 | 11,603 | 1.33% | 1.37% | 375 | +1,619 | 1.04% | Q4 2025 | Feb 02, 2026 |
| Values Added Financial LLC | History | Reduced | 155,827 | 11,542 | 4.87% | 5.21% | 376 | -1,720 | -1.09% | Q4 2025 | Jan 16, 2026 |
| SHERMAN PORFOLIOS, LLC | History | Reduced | 155,636 | 11,527 | 0.79% | 5.86% | 377 | -64,861 | -29.42% | Q4 2025 | Feb 17, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Reduced | 155,108 | 11,488 | 0.64% | 0.66% | 378 | -14,536 | -8.57% | Q4 2025 | Feb 06, 2026 |
| LCW Services, LLC | History | New | 154,947 | 11,476 | 6.11% | — | 379 | +154,947 | New | Q4 2025 | Feb 11, 2026 |
| AMES NATIONAL CORP | History | Added to | 154,369 | 11,434 | 6.69% | 6.45% | 380 | +8,215 | 5.62% | Q4 2025 | Feb 13, 2026 |
| Inscription Capital, LLC | History | Reduced | 153,612 | 11,378 | 1.17% | 1.37% | 381 | -17,531 | -10.24% | Q4 2025 | Jan 29, 2026 |
| Breakwater Investment Management | History | Reduced | 152,456 | 11,292 | 4.09% | 4.22% | 382 | -1,317 | -0.86% | Q4 2025 | Feb 02, 2026 |
| Broadview Financial Management, LLC | History | Added to | 152,169 | 11,271 | 7.54% | 7.54% | 383 | +1,845 | 1.23% | Q4 2025 | Feb 13, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 152,009 | 11,259 | 0.24% | 0.25% | 384 | +4,070 | 2.75% | Q4 2025 | Feb 05, 2026 |
| Tempo Wealth, LLC | History | New | 151,846 | 11,247 | 2.0% | — | 385 | +151,846 | New | Q4 2025 | Feb 25, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 149,561 | 11,078 | 0.09% | 0.07% | 386 | +37,330 | 33.26% | Q4 2025 | Jan 05, 2026 |
| Wiser Wealth Management, Inc | History | Reduced | 149,031 | 11,038 | 2.45% | 2.58% | 387 | -2,512 | -1.66% | Q4 2025 | Jan 12, 2026 |
| Robinhood Asset Management, LLC | History | New | 146,680 | 10,864 | 0.87% | — | 388 | +146,680 | New | Q4 2025 | Jan 21, 2026 |
| McCarthy Asset Management, Inc. | History | Added to | 145,667 | 10,789 | 5.63% | 6.9% | 389 | +1,127 | 0.78% | Q4 2025 | Feb 03, 2026 |
| Petix & Botte Co | History | Reduced | 145,392 | 10,769 | 2.44% | 2.8% | 390 | -17,909 | -10.97% | Q4 2025 | Feb 05, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 143,751 | 10,647 | 0.26% | 0.25% | 391 | +13,732 | 10.56% | Q4 2025 | Jan 28, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 142,874 | 10,605 | 0.02% | 0.02% | 392 | +37,745 | 35.9% | Q4 2025 | Feb 05, 2026 |
| Zeit Capital LLC | History | Reduced | 142,580 | 10,560 | 7.13% | 7.36% | 393 | -3,105 | -2.13% | Q4 2025 | Jan 26, 2026 |
| Darrow Company, Inc. | History | Added to | 141,876 | 10,508 | 4.72% | 4.94% | 394 | +120 | 0.08% | Q4 2025 | Jan 27, 2026 |
| Prospera Financial Services Inc | History | Reduced | 139,845 | 10,361 | 0.17% | 0.18% | 395 | -722 | -0.51% | Q4 2025 | Feb 09, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 138,470 | 10,256 | 0.06% | 0.1% | 396 | -75,085 | -35.16% | Q4 2025 | Feb 03, 2026 |
| Mutual Advisors, LLC | History | Reduced | 138,255 | 10,240 | 0.22% | 0.23% | 397 | -193 | -0.14% | Q4 2025 | Feb 02, 2026 |
| Azimuth Capital Investment Management LLC | History | Added to | 138,000 | 10,221 | 0.37% | 0.33% | 398 | +13,125 | 10.51% | Q4 2025 | Feb 12, 2026 |
| Summit Trail Advisors, LLC | History | No change | 137,974 | 10,219 | 0.18% | 0.14% | 399 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| THOMPSON SIEGEL & WALMSLEY LLC | History | Added to | 136,718 | 10,127 | 0.17% | 0.16% | 400 | +32 | 0.02% | Q4 2025 | Feb 10, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | Added to | 134,489 | 9,961 | 0.41% | 0.42% | 401 | +1,345 | 1.01% | Q4 2025 | Jan 16, 2026 |
| TOBIAS FINANCIAL ADVISORS, INC. | History | Reduced | 133,851 | 9,914 | 1.4% | 1.59% | 402 | -6,855 | -4.87% | Q4 2025 | Feb 13, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Added to | 133,202 | 9,866 | 1.59% | 0.97% | 403 | +60,250 | 82.59% | Q4 2025 | Feb 17, 2026 |
| Brooklyn FI, LLC | History | Added to | 133,117 | 9,859 | 2.11% | 2.01% | 404 | +13,252 | 11.06% | Q4 2025 | Jan 21, 2026 |
| Liberty Capital Management, Inc. | History | Added to | 132,938 | 9,846 | 1.83% | 1.77% | 405 | +6,410 | 5.07% | Q4 2025 | Jan 26, 2026 |
| Smith & Howard Wealth Management, LLC | History | Reduced | 132,073 | 9,782 | 2.2% | 2.27% | 406 | -577 | -0.43% | Q4 2025 | Feb 03, 2026 |
| STEPHEN J. GARRY & ASSOCIATES, LLC | History | Added to | 131,046 | 9,706 | 7.7% | 7.62% | 407 | +2,694 | 2.1% | Q4 2025 | Jan 16, 2026 |
| LifeGoal Investments, LLC | History | Added to | 130,570 | 9,663 | 6.44% | 6.78% | 408 | +20,731 | 18.87% | Q4 2025 | Jan 15, 2026 |
| STALEY CAPITAL ADVISERS INC | History | Reduced | 130,295 | 9,650 | 0.4% | 0.4% | 409 | -1,800 | -1.36% | Q4 2025 | Feb 05, 2026 |
| Global Retirement Partners, LLC | History | Added to | 130,199 | 9,643 | 0.17% | 0.12% | 410 | +55,722 | 74.82% | Q4 2025 | Feb 06, 2026 |
| Archford Capital Strategies, LLC | History | Added to | 129,593 | 9,598 | 1.12% | 1.14% | 411 | +959 | 0.75% | Q4 2025 | Jan 15, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 129,162 | 9,567 | 0.03% | 0.03% | 412 | -2,468 | -1.87% | Q4 2025 | Feb 02, 2026 |
| Clearstead Advisors, LLC | History | Added to | 129,161 | 9,566 | 0.12% | 0.12% | 413 | +2,044 | 1.61% | Q4 2025 | Feb 09, 2026 |
| Root Financial Partners, LLC | History | Added to | 128,852 | 9,544 | 0.49% | 0.5% | 414 | +19,564 | 17.9% | Q4 2025 | Feb 10, 2026 |
| Main Line Retirement Advisors, LLC | History | Reduced | 128,613 | 9,526 | 4.82% | 4.94% | 415 | -838 | -0.65% | Q4 2025 | Jan 21, 2026 |
| Glenview Trust Co | History | Reduced | 128,036 | 9,483 | 0.15% | 0.15% | 416 | -1,141 | -0.88% | Q4 2025 | Feb 09, 2026 |
| Oceanside Advisors LLC | History | Added to | 127,996 | 9,480 | 5.75% | 5.76% | 417 | +4,039 | 3.26% | Q4 2025 | Jan 26, 2026 |
| Advisory Services Network, LLC | History | Added to | 126,096 | 9,339 | 0.13% | 0.1% | 418 | +32,423 | 34.61% | Q4 2025 | Feb 17, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 126,037 | 9,335 | 0.75% | 0.81% | 419 | +954 | 0.76% | Q4 2025 | Feb 12, 2026 |
| Intelligent Financial Strategies | History | Reduced | 125,413 | 9,289 | 4.47% | 4.61% | 420 | -2,037 | -1.6% | Q4 2025 | Jan 26, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 125,238 | 9,276 | 0.11% | 0.25% | 421 | -167,394 | -57.2% | Q4 2025 | Feb 11, 2026 |
| SIGNATUREFD, LLC | History | Added to | 124,315 | 9,208 | 0.14% | 0.14% | 422 | +1,227 | 1.0% | Q4 2025 | Jan 20, 2026 |
| COURIER CAPITAL LLC | History | Reduced | 123,991 | 9,184 | 0.52% | 0.53% | 423 | -517 | -0.42% | Q4 2025 | Jan 29, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 123,470 | 9,171 | 0.43% | 0.36% | 424 | +39,592 | 47.2% | Q4 2025 | Feb 03, 2026 |
| Ryan Investment Management, Inc. | History | Added to | 123,670 | 9,160 | 5.07% | 4.55% | 425 | +13,504 | 12.26% | Q4 2025 | Jan 12, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | Added to | 123,156 | 9,122 | 0.97% | 1.01% | 426 | +638 | 0.52% | Q4 2025 | Jan 09, 2026 |
| RETIREMENT CAPITAL STRATEGIES | History | Added to | 121,944 | 9,032 | 3.35% | 3.26% | 427 | +7,732 | 6.77% | Q4 2025 | Feb 13, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 120,258 | 8,907 | 0.07% | 0.06% | 428 | +12,951 | 12.07% | Q4 2025 | Feb 12, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 119,717 | 8,867 | 0.15% | 0.18% | 429 | +14,269 | 13.53% | Q4 2025 | Feb 09, 2026 |
| MEMBERS WEALTH LLC | History | Added to | 119,217 | 8,862 | 5.55% | 4.06% | 430 | +32,923 | 38.15% | Q4 2025 | Jan 28, 2026 |
| WealthCollab, LLC | History | Added to | 119,527 | 8,853 | 3.62% | 3.26% | 431 | +24,005 | 25.13% | Q4 2025 | Jan 27, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 118,150 | 8,751 | 0.0% | 0.0% | 432 | +50,842 | 75.54% | Q4 2025 | Feb 10, 2026 |
| Prepared Retirement Institute LLC | History | Added to | 117,352 | 8,692 | 4.37% | 4.42% | 433 | +3,279 | 2.87% | Q4 2025 | Jan 29, 2026 |
| Lexington Hill Partners, LLC | History | New | 117,094 | 8,673 | 6.52% | — | 434 | +117,094 | New | Q4 2025 | Feb 19, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 117,073 | 8,671 | 0.32% | 0.32% | 435 | +9,914 | 9.25% | Q4 2025 | Feb 06, 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | History | Added to | 116,598 | 8,636 | 0.44% | 0.43% | 436 | +2,000 | 1.75% | Q4 2025 | Feb 17, 2026 |
| Global Wealth Management, LLC | History | Added to | 116,332 | 8,616 | 4.64% | 4.39% | 437 | +3,775 | 3.35% | Q4 2025 | Jan 26, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | New | 115,064 | 8,522 | 1.44% | — | 438 | +115,064 | New | Q4 2025 | Feb 12, 2026 |
| COMMERCE BANK | History | Added to | 114,357 | 8,470 | 0.05% | 0.04% | 439 | +11,571 | 11.26% | Q4 2025 | Feb 13, 2026 |
| Triumph Capital Management | History | Added to | 112,725 | 8,349 | 1.8% | 2.22% | 440 | +1,378 | 1.24% | Q4 2025 | Feb 12, 2026 |
| Integrated Advisors Network LLC | History | Added to | 112,590 | 8,339 | 0.37% | 0.3% | 441 | +15,751 | 16.27% | Q4 2025 | Feb 17, 2026 |
| Stembrook Asset Management, LLC | History | New | 112,363 | 8,322 | 7.86% | — | 442 | +112,363 | New | Q4 2025 | Feb 13, 2026 |
| OKABENA INVESTMENT SERVICES INC | History | Added to | 112,118 | 8,304 | 1.58% | 1.37% | 443 | +17,262 | 18.2% | Q4 2025 | Feb 13, 2026 |
| FPC INVESTMENT ADVISORY, INC. | History | Reduced | 111,009 | 8,222 | 4.5% | 4.97% | 444 | -277 | -0.25% | Q4 2025 | Feb 10, 2026 |
| Powers Advisory Group, LLC | History | Added to | 110,834 | 8,209 | 3.09% | 3.26% | 445 | +908 | 0.83% | Q4 2025 | Jan 22, 2026 |
| Note Advisors, LLC | History | Added to | 110,470 | 8,190 | 4.2% | 4.76% | 446 | +2,831 | 2.63% | Q4 2025 | Feb 18, 2026 |
| Vectors Research Management, LLC | History | Reduced | 110,032 | 8,150 | 2.49% | 2.59% | 447 | -475 | -0.43% | Q4 2025 | Feb 03, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 109,471 | 8,108 | 0.77% | 0.69% | 448 | +37,554 | 52.22% | Q4 2025 | Jan 22, 2026 |
| Charter Oak Capital Management, LLC | History | Reduced | 108,579 | 8,042 | 0.61% | 0.74% | 449 | -18,306 | -14.43% | Q4 2025 | Jan 23, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 108,159 | 8,011 | 0.01% | 0.02% | 450 | -6,743 | -5.87% | Q4 2025 | Feb 10, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 107,717 | 7,978 | 0.47% | 0.44% | 451 | -4,244 | -3.79% | Q4 2025 | Feb 17, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 107,298 | 7,947 | 0.2% | 0.22% | 452 | -7,456 | -6.5% | Q4 2025 | Feb 09, 2026 |
| Commonwealth Retirement Investments LLC | History | Added to | 107,099 | 7,932 | 2.55% | 2.54% | 453 | +6,739 | 6.71% | Q4 2025 | Feb 11, 2026 |
| Retirement Planning Group, LLC | History | Reduced | 106,597 | 7,895 | 0.26% | 0.3% | 454 | -11,201 | -9.51% | Q4 2025 | Feb 03, 2026 |
| PROFFITT & GOODSON INC | History | Added to | 106,400 | 7,881 | 1.1% | 0.83% | 455 | +28,292 | 36.22% | Q4 2025 | Jan 27, 2026 |
| Reality Financial Planning Services, LLC | History | New | 105,909 | 7,844 | 7.51% | — | 457 | +105,909 | New | Q4 2025 | Feb 12, 2026 |
| New Covenant Trust Company, N.A. | History | Added to | 105,949 | 7,844 | 7.08% | 6.96% | 456 | +5,454 | 5.43% | Q4 2025 | Jan 13, 2026 |
| Rothschild Capital Partners, LLC | History | Added to | 105,710 | 7,829 | 1.84% | 1.21% | 458 | +36,935 | 53.7% | Q4 2025 | Feb 17, 2026 |
| Ballentine Partners, LLC | History | Added to | 105,470 | 7,812 | 0.11% | 0.1% | 459 | +8,088 | 8.31% | Q4 2025 | Feb 03, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | Reduced | 105,325 | 7,801 | 0.49% | 0.51% | 460 | -675 | -0.64% | Q4 2025 | Feb 17, 2026 |
| Prospect Financial Group LLC | History | Reduced | 105,071 | 7,782 | 7.24% | 7.72% | 461 | -1,187 | -1.12% | Q4 2025 | Feb 10, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 104,664 | 7,752 | 0.15% | 0.3% | 462 | -100,718 | -49.04% | Q4 2025 | Feb 05, 2026 |
| Valtrion Capital Management, LLC | History | Added to | 104,422 | 7,734 | 7.7% | 7.21% | 463 | +14,249 | 15.8% | Q4 2025 | Feb 11, 2026 |
| Trek Financial, LLC | History | Reduced | 104,331 | 7,727 | 0.45% | 0.53% | 464 | -15,746 | -13.11% | Q4 2025 | Feb 04, 2026 |
| CWM, LLC | History | Added to | 104,093 | 7,710 | 0.02% | 0.01% | 465 | +48,405 | 86.92% | Q4 2025 | Jan 26, 2026 |
| FIDELIS iM, LLC | History | Reduced | 103,331 | 7,653 | 2.97% | 20.05% | 466 | -274,784 | -72.67% | Q4 2025 | Jan 23, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 103,240 | 7,646 | 0.02% | 0.02% | 468 | +29,560 | 40.12% | Q4 2025 | Feb 13, 2026 |
| Colony Family Offices, LLC | History | Added to | 103,229 | 7,646 | 1.91% | 1.61% | 467 | +19,396 | 23.14% | Q4 2025 | Jan 22, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 103,197 | 7,643 | 0.0% | 0.0% | 469 | +2,460 | 2.44% | Q4 2025 | Feb 11, 2026 |
| Valeo Financial Advisors, LLC | History | Reduced | 135,423 | 7,631 | 0.17% | 0.19% | 470 | -9,478 | -6.54% | Q4 2025 | Feb 04, 2026 |
| Matrix Trust Co | History | Added to | 102,999 | 7,629 | 1.26% | 1.18% | 471 | +1,868 | 1.85% | Q4 2025 | Jan 13, 2026 |
| Faithward Advisors, LLC | History | Added to | 102,239 | 7,572 | 1.11% | 0.99% | 472 | +12,334 | 13.72% | Q4 2025 | Feb 17, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | Added to | 102,160 | 7,566 | 2.36% | 2.29% | 473 | +10,220 | 11.12% | Q4 2025 | Jan 07, 2026 |
| City State Bank | History | Added to | 101,330 | 7,505 | 2.06% | 2.11% | 474 | +3,056 | 3.11% | Q4 2025 | Jan 28, 2026 |
| K2 Financial Inc. | History | Added to | 101,248 | 7,505 | 5.8% | 5.93% | 475 | +2,393 | 2.42% | Q4 2025 | Jan 22, 2026 |
| Aurelius Family Office LLC | History | Reduced | 100,245 | 7,436 | 3.2% | 3.41% | 476 | -2,865 | -2.78% | Q4 2025 | Jan 09, 2026 |
| Sowell Financial Services LLC | History | Added to | 100,332 | 7,431 | 0.27% | 0.25% | 477 | +12,013 | 13.6% | Q4 2025 | Jan 21, 2026 |
| BERNZOTT CAPITAL ADVISORS | History | New | 99,858 | 7,396 | 3.52% | — | 478 | +99,858 | New | Q4 2025 | Feb 03, 2026 |
| Grove Bank & Trust | History | Added to | 99,668 | 7,382 | 0.83% | 0.78% | 479 | +9,795 | 10.9% | Q4 2025 | Jan 08, 2026 |
| Peak Wealth Management LLC | History | New | 99,350 | 7,358 | 6.15% | — | 480 | +99,350 | New | Q4 2025 | Feb 04, 2026 |
| Apex Wealth Management, LLC | History | Added to | 99,155 | 7,357 | 7.47% | 5.12% | 481 | +2,900 | 3.01% | Q4 2025 | Jan 26, 2026 |
| Bouchey Financial Group Ltd | History | Reduced | 99,229 | 7,349 | 0.55% | 0.58% | 482 | -1,374 | -1.37% | Q4 2025 | Jan 16, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 98,261 | 7,278 | 0.08% | 0.13% | 483 | -4,480 | -4.36% | Q4 2025 | Jan 29, 2026 |
| 1832 Asset Management L.P. | History | Reduced | 97,909 | 7,252 | 0.01% | 0.01% | 484 | -4,693 | -4.57% | Q4 2025 | Feb 13, 2026 |
| SageView Advisory Group, LLC | History | Reduced | 97,575 | 7,227 | 0.24% | 0.32% | 485 | -26,466 | -21.34% | Q4 2025 | Feb 17, 2026 |
| Jacobi Capital Management LLC | History | Reduced | 96,854 | 7,174 | 0.42% | 0.45% | 486 | -2,107 | -2.13% | Q4 2025 | Feb 13, 2026 |
| L.K. Benson & Company, P.C. | History | Reduced | 96,604 | 7,155 | 3.59% | 3.87% | 487 | -65 | -0.07% | Q4 2025 | Feb 06, 2026 |
| CIBC WORLD MARKETS CORP | History | New | 96,506 | 7,148 | 0.03% | — | 488 | +96,506 | New | Q4 2025 | Feb 12, 2026 |
| Swisher Financial Concepts, Inc. | History | Added to | 95,891 | 7,102 | 4.03% | 4.05% | 489 | +5,007 | 5.51% | Q4 2025 | Feb 10, 2026 |
| Genesis Wealth Advisors, LLC | History | Added to | 95,802 | 7,096 | 4.86% | 4.92% | 490 | +1,907 | 2.03% | Q4 2025 | Feb 13, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 95,538 | 7,076 | 0.09% | 0.13% | 491 | -37,727 | -28.31% | Q4 2025 | Feb 05, 2026 |
| SAGE RHINO CAPITAL LLC | History | Added to | 95,521 | 7,075 | 1.34% | 1.34% | 492 | +1,973 | 2.11% | Q4 2025 | Jan 30, 2026 |
| WASHINGTON TRUST BANK | History | Added to | 94,791 | 7,021 | 0.49% | 0.47% | 493 | +7,796 | 8.96% | Q4 2025 | Feb 04, 2026 |
| Opus Financial Solutions LLC | History | New | 94,417 | 6,993 | 6.6% | — | 494 | +94,417 | New | Q4 2025 | Feb 17, 2026 |
| World Investment Advisors | History | Added to | 92,777 | 6,872 | 0.11% | 0.05% | 495 | +62,325 | 204.67% | Q4 2025 | Mar 12, 2026 |
| VERUS WEALTH MANAGEMENT, LLC | History | Added to | 92,728 | 6,868 | 6.4% | 6.21% | 496 | +3,284 | 3.67% | Q4 2025 | Jan 16, 2026 |
| CHRISTINE MESSMER PC | History | New | 91,338 | 6,765 | 4.41% | — | 497 | +91,338 | New | Q4 2025 | Feb 03, 2026 |
| Motley Fool Wealth Management, LLC | History | Added to | 90,429 | 6,698 | 0.52% | 0.31% | 498 | +28,394 | 45.77% | Q4 2025 | Feb 11, 2026 |
| Mayflower Financial Advisors, LLC | History | Added to | 90,016 | 6,667 | 0.81% | 0.76% | 499 | +8,584 | 10.54% | Q4 2025 | Jan 13, 2026 |
| RTD Financial Advisors, Inc. | History | Reduced | 89,867 | 6,656 | 0.81% | 5.95% | 500 | -575,302 | -86.49% | Q4 2025 | Jan 27, 2026 |
| Meritas Wealth Management, LLC | History | Added to | 89,826 | 6,653 | 3.2% | 3.0% | 501 | +8,397 | 10.31% | Q4 2025 | Jan 14, 2026 |
| Farrell Financial LLC | History | Added to | 89,735 | 6,646 | 3.92% | 3.99% | 502 | +4,160 | 4.86% | Q4 2025 | Jan 12, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Added to | 89,592 | 6,636 | 0.14% | 0.07% | 503 | +48,829 | 119.79% | Q4 2025 | Feb 18, 2026 |
| Cambria Investment Management, L.P. | History | Added to | 89,230 | 6,609 | 0.39% | 0.4% | 504 | +1,158 | 1.31% | Q4 2025 | Feb 17, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Added to | 88,592 | 6,562 | 0.29% | 0.25% | 505 | +15,652 | 21.46% | Q4 2025 | Jan 29, 2026 |
| Headlands Technologies LLC | History | Added to | 88,039 | 6,521 | 0.54% | 0.03% | 506 | +82,348 | 1446.99% | Q4 2025 | Feb 13, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 87,112 | 6,452 | 2.32% | 2.05% | 507 | +11,053 | 14.53% | Q4 2025 | Jan 22, 2026 |
| Curran Financial Partners, LLC | History | Added to | 86,878 | 6,435 | 1.22% | 1.22% | 508 | +3,978 | 4.8% | Q4 2025 | Jan 22, 2026 |
| MOTIVE WEALTH ADVISORS | History | Reduced | 86,615 | 6,415 | 2.73% | 2.81% | 509 | -929 | -1.06% | Q4 2025 | Jan 15, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 86,318 | 6,393 | 0.16% | 0.06% | 510 | +54,846 | 174.27% | Q4 2025 | Jan 29, 2026 |
| Horizons Wealth Management | History | Added to | 86,147 | 6,380 | 4.18% | 4.07% | 511 | +5,854 | 7.29% | Q4 2025 | Jan 05, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Reduced | 85,440 | 6,328 | 0.42% | 0.44% | 512 | -19 | -0.02% | Q4 2025 | Jan 08, 2026 |
| Rinkey Investments | History | Reduced | 84,271 | 6,241 | 1.58% | 1.96% | 513 | -15,078 | -15.18% | Q4 2025 | Feb 04, 2026 |
| Briggs Wealth Management, Inc | History | New | 84,184 | 6,235 | 6.71% | — | 514 | +84,184 | New | Q4 2025 | Feb 19, 2026 |
| SigFig Wealth Management, LLC | History | Reduced | 83,599 | 6,192 | 0.18% | 0.19% | 515 | -55 | -0.07% | Q4 2025 | Jan 16, 2026 |
| Financial & Tax Architects, LLC | History | Reduced | 83,205 | 6,162 | 1.38% | 1.75% | 516 | -23,163 | -21.78% | Q4 2025 | Jan 21, 2026 |
| HANCOCK WHITNEY CORP | History | Added to | 82,161 | 6,085 | 0.11% | 0.11% | 517 | +627 | 0.77% | Q4 2025 | Feb 17, 2026 |
| Blue Trust, Inc. | History | Added to | 81,955 | 6,070 | 0.07% | 0.06% | 518 | +10,707 | 15.03% | Q4 2025 | Jan 16, 2026 |
| HT Partners LLC | History | Added to | 81,034 | 6,002 | 1.78% | 1.83% | 519 | +428 | 0.53% | Q4 2025 | Jan 21, 2026 |
| Saxony Capital Management, LLC | History | Reduced | 81,009 | 6,000 | 3.68% | 4.59% | 520 | -12,507 | -13.37% | Q4 2025 | Jan 15, 2026 |
| Keel Point, LLC | History | Added to | 80,176 | 5,938 | 0.36% | 0.28% | 521 | +19,090 | 31.25% | Q4 2025 | Feb 12, 2026 |
| Clarus Wealth Advisors | History | Added to | 79,646 | 5,916 | 2.45% | 2.49% | 522 | +3,829 | 5.05% | Q4 2025 | Jan 14, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 79,699 | 5,903 | 0.45% | 0.48% | 523 | +307 | 0.39% | Q4 2025 | Jan 09, 2026 |
| Manuka Financial, LLC | History | Added to | 78,431 | 5,809 | 3.61% | 3.6% | 524 | +373 | 0.48% | Q4 2025 | Jan 28, 2026 |
| Stratos Investment Management, LLC | History | Added to | 77,470 | 5,738 | 0.23% | 0.23% | 525 | +3,957 | 5.38% | Q4 2025 | Jan 20, 2026 |
| Stonekeep Investments, LLC | History | Added to | 77,389 | 5,732 | 3.67% | 3.54% | 526 | +2,184 | 2.9% | Q4 2025 | Jan 07, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 77,050 | 5,707 | 0.07% | 0.07% | 527 | +6,554 | 9.3% | Q4 2025 | Jan 29, 2026 |
| Oak Wealth Advisors LLC | History | Added to | 76,743 | 5,684 | 3.26% | 3.01% | 528 | +7,135 | 10.25% | Q4 2025 | Feb 11, 2026 |
| Ascent Group, LLC | History | Reduced | 76,636 | 5,676 | 0.19% | 0.21% | 529 | -3,081 | -3.86% | Q4 2025 | Jan 20, 2026 |
| Shelter Mutual Insurance Co | History | No change | 76,583 | 5,672 | 1.27% | 1.28% | 530 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Human Investing LLC | History | Added to | 76,549 | 5,669 | 0.8% | 0.74% | 531 | +8,905 | 13.16% | Q4 2025 | Jan 27, 2026 |
| IFS Advisors, LLC | History | Reduced | 76,466 | 5,663 | 2.94% | 3.99% | 532 | -15,135 | -16.52% | Q4 2025 | Jan 09, 2026 |
| Womack Financial LLC | History | Added to | 76,406 | 5,659 | 4.18% | 4.14% | 533 | +2,980 | 4.06% | Q4 2025 | Feb 10, 2026 |
| Fullerton Advisors, LLC | History | New | 76,243 | 5,647 | 5.64% | — | 534 | +76,243 | New | Q4 2025 | Feb 02, 2026 |
| TOEWS CORP /ADV | History | Reduced | 75,500 | 5,592 | 0.81% | 0.85% | 535 | -4,700 | -5.86% | Q4 2025 | Jan 30, 2026 |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | History | Added to | 75,232 | 5,572 | 0.87% | 0.78% | 536 | +9,133 | 13.82% | Q4 2025 | Jan 23, 2026 |
| CFS Investment Advisory Services, LLC | History | Added to | 75,019 | 5,556 | 0.41% | 0.41% | 537 | +1,269 | 1.72% | Q4 2025 | Feb 10, 2026 |
| Arax Advisory Partners | History | New | 74,810 | 5,541 | 0.16% | — | 538 | +74,810 | New | Q4 2025 | Feb 13, 2026 |
| Hiley Hunt Wealth Management | History | Added to | 73,380 | 5,435 | 2.43% | 1.77% | 539 | +22,687 | 44.75% | Q4 2025 | Jan 06, 2026 |
| Inman Jager Wealth Management, LLC | History | Added to | 72,991 | 5,406 | 3.31% | 3.37% | 540 | +1,959 | 2.76% | Q4 2025 | Jan 26, 2026 |
| TRUST CO OF VERMONT | History | Reduced | 72,497 | 5,369 | 0.22% | 0.24% | 541 | -224 | -0.31% | Q4 2025 | Jan 16, 2026 |
| Rothschild Wealth LLC | History | Added to | 72,100 | 5,340 | 0.51% | 1.13% | 542 | +2,402 | 3.45% | Q4 2025 | Feb 17, 2026 |
| Cypress Point Wealth Management, LLC | History | Added to | 72,005 | 5,333 | 1.16% | 0.58% | 543 | +33,126 | 85.2% | Q4 2025 | Feb 02, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | Added to | 71,679 | 5,309 | 0.25% | 0.11% | 544 | +43,045 | 150.33% | Q4 2025 | Feb 11, 2026 |
| Summit Financial, LLC | History | Reduced | 71,470 | 5,293 | 0.08% | 0.08% | 545 | -1,265 | -1.74% | Q4 2025 | Feb 13, 2026 |
| Sovran Advisors, LLC | History | Reduced | 70,816 | 5,263 | 0.45% | 0.47% | 546 | -256 | -0.36% | Q4 2025 | Jan 20, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 70,806 | 5,244 | 0.07% | 0.07% | 547 | -618 | -0.87% | Q4 2025 | Feb 09, 2026 |
| Vigilare Wealth Management | History | Reduced | 70,720 | 5,238 | 1.76% | 1.95% | 548 | -4,801 | -6.36% | Q4 2025 | Jan 07, 2026 |
| Valpey Financial Services, LLC | History | Added to | 70,702 | 5,236 | 3.34% | 3.26% | 549 | +3,633 | 5.42% | Q4 2025 | Mar 04, 2026 |
| Bay Rivers Group | History | Added to | 70,457 | 5,218 | 2.11% | 2.17% | 550 | +1,145 | 1.65% | Q4 2025 | Jan 07, 2026 |
| B.O.S.S. Retirement Advisors, LLC | History | Reduced | 70,180 | 5,198 | 1.64% | 1.48% | 551 | -13,165 | -15.8% | Q4 2025 | Feb 02, 2026 |
| Hamilton Wealth, LLC | History | Reduced | 70,058 | 5,189 | 0.99% | 1.35% | 552 | -16,801 | -19.34% | Q4 2025 | Feb 19, 2026 |
| Focus Financial Network, Inc. | History | Added to | 69,715 | 5,163 | 0.18% | 0.17% | 553 | +5,806 | 9.08% | Q4 2025 | Jan 12, 2026 |
| IF Advisors, LLC | History | New | 69,513 | 5,148 | 4.18% | — | 554 | +69,513 | New | Q4 2025 | Feb 10, 2026 |
| Capital Investment Services of America, Inc. | History | Reduced | 69,320 | 5,134 | 0.48% | 0.49% | 555 | -5,497 | -7.35% | Q4 2025 | Jan 29, 2026 |
| Pinnacle Bancorp, Inc. | History | Added to | 69,322 | 5,134 | 1.5% | 1.46% | 556 | +2,849 | 4.29% | Q4 2025 | Jan 22, 2026 |
| HBK Sorce Advisory LLC | History | Reduced | 69,098 | 5,129 | 0.12% | 0.13% | 557 | -1,363 | -1.93% | Q4 2025 | Feb 09, 2026 |
| Crabel Capital Management, LLC | History | Added to | 68,642 | 5,084 | 3.84% | 3.56% | 558 | +15,130 | 28.27% | Q4 2025 | Feb 17, 2026 |
| Shade Tree Advisors LLC | History | Added to | 68,481 | 5,072 | 3.85% | 4.23% | 559 | +2,781 | 4.23% | Q4 2025 | Feb 04, 2026 |
| Wingate Wealth Advisors, Inc. | History | Added to | 68,389 | 5,065 | 2.83% | 3.45% | 560 | +1,332 | 1.99% | Q4 2025 | Jan 28, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 67,293 | 4,993 | 0.16% | 0.11% | 561 | +22,754 | 51.09% | Q4 2025 | Jan 23, 2026 |
| ETF Portfolio Partners, Inc. | History | Added to | 67,406 | 4,992 | 1.29% | 1.33% | 562 | +120 | 0.18% | Q4 2025 | Jan 20, 2026 |
| Hershey Financial Advisers, LLC | History | Added to | 67,279 | 4,983 | 4.21% | 0.19% | 563 | +64,365 | 2208.82% | Q4 2025 | Feb 18, 2026 |
| Truepoint, Inc. | History | Added to | 67,126 | 4,972 | 0.11% | 0.06% | 564 | +34,470 | 105.55% | Q4 2025 | Feb 11, 2026 |
| North Star Investment Management Corp. | History | Reduced | 66,888 | 4,954 | 0.31% | 0.32% | 565 | -470 | -0.7% | Q4 2025 | Jan 30, 2026 |
| Cassady Wealth & Retirement Planning, LLC | History | New | 66,697 | 4,940 | 3.22% | — | 566 | +66,697 | New | Q4 2025 | Apr 02, 2026 |
| Good Steward Wealth Advisors,LLC | History | Added to | 66,670 | 4,938 | 3.26% | 3.16% | 567 | +5,088 | 8.26% | Q4 2025 | Jan 22, 2026 |
| OneAscent Financial Services LLC | History | Added to | 66,482 | 4,924 | 0.45% | 0.2% | 568 | +44,505 | 202.51% | Q4 2025 | Feb 11, 2026 |
| Lantern Wealth Advisors, LLC | History | Added to | 65,319 | 4,838 | 2.57% | 2.51% | 569 | +1,583 | 2.48% | Q4 2025 | Feb 17, 2026 |
| MMA ASSET MANAGEMENT LLC | History | Reduced | 64,670 | 4,790 | 1.71% | 1.61% | 570 | -127 | -0.2% | Q4 2025 | Feb 03, 2026 |
| Fragasso Financial Advisors Inc | History | Reduced | 64,450 | 4,773 | 0.29% | 0.3% | 571 | -299 | -0.46% | Q4 2025 | Jan 07, 2026 |
| Cynosure Group, LLC | History | Added to | 64,348 | 4,766 | 0.48% | 0.16% | 572 | +45,022 | 232.96% | Q4 2025 | Feb 17, 2026 |
| ENTRUST FINANCIAL LLC | History | New | 63,719 | 4,719 | 3.51% | — | 573 | +63,719 | New | Q4 2025 | Feb 06, 2026 |
| Lansing Street Advisors | History | Added to | 63,413 | 4,696 | 1.2% | 1.24% | 574 | +819 | 1.31% | Q4 2025 | Jan 26, 2026 |
| WFA of San Diego, LLC | History | Added to | 62,967 | 4,663 | 3.41% | 3.03% | 575 | +3,392 | 5.69% | Q4 2025 | Feb 17, 2026 |
| LOWERY THOMAS, LLC | History | Added to | 62,551 | 4,633 | 2.62% | 2.34% | 576 | +8,074 | 14.82% | Q4 2025 | Jan 26, 2026 |
| Chesley Taft & Associates LLC | History | Added to | 62,479 | 4,627 | 0.18% | 0.19% | 577 | +887 | 1.44% | Q4 2025 | Jan 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 62,460 | 4,626 | 0.0% | 0.0% | 578 | -105,242 | -62.76% | Q4 2025 | Feb 17, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 62,394 | 4,621 | 0.12% | 0.13% | 579 | -4,369 | -6.54% | Q4 2025 | Jan 07, 2026 |
| BOKF, NA | History | Added to | 62,373 | 4,619 | 0.07% | 0.06% | 580 | +4,785 | 8.31% | Q4 2025 | Feb 03, 2026 |
| Providence First Trust Co | History | Added to | 62,253 | 4,611 | 1.6% | 1.54% | 581 | +2,712 | 4.55% | Q4 2025 | Feb 03, 2026 |
| Heritage Wealth Management, Inc. /CA/ | History | Added to | 62,201 | 4,607 | 2.93% | 2.24% | 582 | +17,310 | 38.56% | Q4 2025 | Feb 04, 2026 |
| MainStreet Investment Advisors LLC | History | Reduced | 61,984 | 4,591 | 0.66% | 0.64% | 583 | -2,354 | -3.66% | Q4 2025 | Feb 10, 2026 |
| CONSILIO WEALTH ADVISORS, LLC | History | New | 61,706 | 4,570 | 1.34% | — | 584 | +61,706 | New | Q4 2025 | Mar 19, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | Added to | 61,263 | 4,537 | 0.39% | 0.36% | 585 | +4,111 | 7.19% | Q4 2025 | Feb 09, 2026 |
| ATLas Financial Planning LLC | History | New | 61,107 | 4,526 | 4.44% | — | 586 | +61,107 | New | Q4 2025 | Feb 17, 2026 |
| Graetz Wealth LLC | History | New | 61,070 | 4,523 | 4.12% | — | 587 | +61,070 | New | Q4 2025 | Feb 12, 2026 |
| William Howard & Co Financial Advisors Inc | History | Added to | 60,532 | 4,483 | 3.78% | 3.74% | 588 | +1,388 | 2.35% | Q4 2025 | Jan 21, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 59,953 | 4,440 | 0.35% | 0.39% | 589 | +2,086 | 3.6% | Q4 2025 | Jan 13, 2026 |
| Berger Financial Group, Inc | History | Reduced | 59,726 | 4,423 | 0.26% | 0.34% | 590 | -16,054 | -21.19% | Q4 2025 | Jan 27, 2026 |
| Edgestream Partners, L.P. | History | Added to | 59,541 | 4,410 | 0.12% | 0.12% | 591 | +5,765 | 10.72% | Q4 2025 | Feb 13, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | Added to | 59,513 | 4,408 | 0.93% | 1.15% | 592 | +313 | 0.53% | Q4 2025 | Feb 13, 2026 |
| WMG Financial Advisors, LLC | History | Added to | 59,428 | 4,401 | 1.81% | 1.47% | 593 | +275 | 0.46% | Q4 2025 | Jan 28, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 59,388 | 4,398 | 0.11% | 0.08% | 594 | +15,342 | 34.83% | Q4 2025 | Feb 13, 2026 |
| Sherry Group, Inc. | History | New | 58,872 | 4,372 | 4.58% | — | 595 | +58,872 | New | Q4 2025 | Feb 05, 2026 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | History | Added to | 58,968 | 4,367 | 2.18% | 1.93% | 596 | +6,951 | 13.36% | Q4 2025 | Jan 30, 2026 |
| BankPlus Wealth Management LLC | History | Added to | 58,613 | 4,341 | 2.4% | 2.32% | 597 | +5,714 | 10.8% | Q4 2025 | Feb 04, 2026 |
| Charis Legacy Partners, LLC | History | Added to | 58,600 | 4,340 | 6.41% | 6.1% | 598 | +3,568 | 6.48% | Q4 2025 | Jan 08, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 58,503 | 4,333 | 0.14% | 0.14% | 599 | +2,066 | 3.66% | Q4 2025 | Jan 12, 2026 |
| Simplicity Wealth,LLC | History | Added to | 58,308 | 4,318 | 0.26% | 0.2% | 600 | +11,269 | 23.96% | Q4 2025 | Jan 30, 2026 |
| PFC CAPITAL GROUP, INC. | History | Added to | 56,873 | 4,212 | 1.74% | 1.44% | 601 | +10,946 | 23.83% | Q4 2025 | Feb 11, 2026 |
| Mechanics Financial Corp | History | Added to | 56,577 | 4,190 | 1.55% | 1.45% | 602 | +4,958 | 9.6% | Q4 2025 | Jan 22, 2026 |
| Fisher Asset Management, LLC | History | Added to | 56,307 | 4,170 | 0.0% | 0.0% | 603 | +1,520 | 2.77% | Q4 2025 | Feb 09, 2026 |
| Wealth Architects, LLC | History | Added to | 56,095 | 4,154 | 0.37% | 0.37% | 604 | +3,111 | 5.87% | Q4 2025 | Feb 17, 2026 |
| Brindle & Bay Financial Advisors, LLC | History | New | 55,822 | 4,134 | 2.75% | — | 605 | +55,822 | New | Q4 2025 | Jan 29, 2026 |
| Winter & Associates, Inc. | History | New | 55,676 | 4,123 | 3.81% | — | 606 | +55,676 | New | Q4 2025 | Feb 13, 2026 |
| Prosperity Consulting Group, LLC | History | Added to | 55,369 | 4,101 | 0.18% | 0.17% | 607 | +8,483 | 18.09% | Q4 2025 | Feb 17, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | Added to | 55,274 | 4,094 | 1.93% | 1.93% | 608 | +1,442 | 2.68% | Q4 2025 | Feb 13, 2026 |
| MAI Capital Management | History | Reduced | 54,180 | 4,013 | 0.02% | 0.03% | 609 | -5,081 | -8.57% | Q4 2025 | Feb 13, 2026 |
| Seros Financial, LLC | History | Added to | 54,172 | 4,012 | 2.35% | 2.23% | 610 | +4,605 | 9.29% | Q4 2025 | Feb 06, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 53,618 | 3,971 | 0.0% | 0.0% | 611 | +4,133 | 8.35% | Q4 2025 | Feb 17, 2026 |
| Patten Group, Inc. | History | Added to | 53,405 | 3,955 | 0.73% | 0.7% | 612 | +5,273 | 10.96% | Q4 2025 | Jan 23, 2026 |
| TFC Financial Management, Inc. | History | Added to | 53,368 | 3,952 | 0.5% | 0.49% | 613 | +1,908 | 3.71% | Q4 2025 | Jan 23, 2026 |
| HTG Investment Advisors, Inc. | History | Added to | 53,332 | 3,950 | 1.21% | 1.18% | 614 | +6,083 | 12.87% | Q4 2025 | Feb 02, 2026 |
| Generation Capital Management LLC | History | Added to | 52,987 | 3,924 | 2.54% | 0.93% | 615 | +35,659 | 205.79% | Q4 2025 | Feb 13, 2026 |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | History | Reduced | 52,928 | 3,920 | 0.29% | 0.28% | 616 | -3,032 | -5.42% | Q4 2025 | Jan 23, 2026 |
| Leeward Financial Partners, LLC | History | Reduced | 52,844 | 3,914 | 1.1% | 1.14% | 617 | -1,021 | -1.9% | Q4 2025 | Feb 09, 2026 |
| Yukon Wealth Management, Inc. | History | Added to | 52,946 | 3,912 | 2.25% | 1.15% | 619 | +5,573 | 11.76% | Q4 2025 | Feb 10, 2026 |
| JT Stratford LLC | History | Added to | 52,826 | 3,912 | 0.5% | 0.51% | 618 | +1,355 | 2.63% | Q4 2025 | Feb 12, 2026 |
| Financial Avengers, Inc. | History | Added to | 52,723 | 3,905 | 1.6% | 1.32% | 620 | +11,406 | 27.61% | Q4 2025 | Mar 03, 2026 |
| STEVENS CAPITAL PARTNERS | History | Reduced | 52,406 | 3,881 | 1.02% | 1.41% | 621 | -11,045 | -17.41% | Q4 2025 | Jan 27, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 52,285 | 3,872 | 0.2% | 0.21% | 622 | -149 | -0.28% | Q4 2025 | Mar 04, 2026 |
| Rathbones Group PLC | History | Reduced | 52,232 | 3,868 | 0.02% | 0.02% | 623 | -4,143 | -7.35% | Q4 2025 | Feb 06, 2026 |
| Lebenthal Global Advisors, LLC | History | Reduced | 51,955 | 3,848 | 0.59% | 0.99% | 624 | -24,221 | -31.8% | Q4 2025 | Jan 28, 2026 |
| Sarasin & Partners LLP | History | Reduced | 51,869 | 3,841 | 0.04% | 0.05% | 625 | -12,582 | -19.52% | Q4 2025 | Jan 08, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Added to | 51,685 | 3,828 | 0.2% | 0.03% | 626 | +43,378 | 522.19% | Q4 2025 | Feb 11, 2026 |
| Csenge Advisory Group | History | Reduced | 51,065 | 3,782 | 0.17% | 0.19% | 627 | -1,527 | -2.9% | Q4 2025 | Feb 06, 2026 |
| United Advisor Group, LLC | History | Added to | 50,691 | 3,754 | 0.47% | 0.41% | 628 | +9,860 | 24.15% | Q4 2025 | Jan 26, 2026 |
| Parallel Advisors, LLC | History | Reduced | 50,583 | 3,746 | 0.07% | 0.07% | 629 | -2,208 | -4.18% | Q4 2025 | Feb 11, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 50,555 | 3,744 | 0.14% | 0.14% | 630 | +3,309 | 7.0% | Q4 2025 | Feb 17, 2026 |
| FLOYD FINANCIAL GROUP LLC | History | Added to | 50,053 | 3,744 | 2.53% | 2.64% | 631 | +2,271 | 4.75% | Q4 2025 | Feb 24, 2026 |
| Sunesis Advisors, LLC | History | Added to | 50,456 | 3,737 | 1.69% | 1.67% | 632 | +2,451 | 5.11% | Q4 2025 | Feb 02, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 50,214 | 3,719 | 0.24% | 0.25% | 633 | -343 | -0.68% | Q4 2025 | Feb 03, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Reduced | 49,976 | 3,701 | 0.05% | 0.05% | 634 | -826 | -1.63% | Q4 2025 | Jan 22, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 49,858 | 3,693 | 0.07% | 0.09% | 635 | -10,705 | -17.68% | Q4 2025 | Feb 17, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Added to | 49,789 | 3,687 | 0.17% | 0.09% | 636 | +27,761 | 126.03% | Q4 2025 | Jan 12, 2026 |
| BCO Wealth Management LLC | History | Reduced | 49,751 | 3,685 | 2.26% | 2.73% | 637 | -5,800 | -10.44% | Q4 2025 | Jan 14, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 82,487 | 3,682 | 0.09% | 0.11% | 638 | +6,461 | 8.5% | Q4 2025 | Feb 11, 2026 |
| Sage Investment Advisers LLC | History | New | 49,609 | 3,674 | 2.75% | — | 639 | +49,609 | New | Q4 2025 | Feb 10, 2026 |
| Fort Point Capital Partners LLC | History | Added to | 48,656 | 3,616 | 0.41% | 0.31% | 640 | +13,736 | 39.34% | Q4 2025 | Feb 13, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Added to | 48,802 | 3,614 | 0.22% | 0.02% | 641 | +44,243 | 970.45% | Q4 2025 | Feb 11, 2026 |
| BANK OF NOVA SCOTIA | History | No change | 48,637 | 3,602 | 0.01% | 0.01% | 642 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Grove Street Fiduciary, LLC | History | Reduced | 48,364 | 3,582 | 1.5% | 1.71% | 643 | -230 | -0.47% | Q4 2025 | Feb 03, 2026 |
| Washington Trust Advisors, Inc. | History | Added to | 48,097 | 3,562 | 0.27% | 0.15% | 644 | +21,180 | 78.69% | Q4 2025 | Feb 03, 2026 |
| NYL Investors LLC | History | Added to | 47,965 | 3,552 | 1.21% | 1.14% | 645 | +1,210 | 2.59% | Q4 2025 | Feb 11, 2026 |
| Single Point Partners, LLC | History | Added to | 47,965 | 3,552 | 0.7% | 0.72% | 646 | +317 | 0.67% | Q4 2025 | Jan 26, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 47,915 | 3,549 | 0.13% | 0.15% | 647 | +17,581 | 57.96% | Q4 2025 | Feb 04, 2026 |
| Taylor Hoffman Capital Management LLC | History | Reduced | 47,891 | 3,547 | 1.08% | 1.13% | 648 | -426 | -0.88% | Q4 2025 | Feb 11, 2026 |
| Topor & Co. Korea | History | New | 47,808 | 3,541 | 2.67% | — | 649 | +47,808 | New | Q4 2025 | Feb 26, 2026 |
| Arta Finance Wealth Management LLC | History | New | 47,791 | 3,539 | 1.81% | — | 650 | +47,791 | New | Q4 2025 | Jan 20, 2026 |
| Ramiah Investment Group | History | Reduced | 47,745 | 3,536 | 3.46% | 3.75% | 651 | -3,297 | -6.46% | Q4 2025 | Jan 28, 2026 |
| Bristlecone Value Partners, LLC | History | New | 47,276 | 3,501 | 4.04% | — | 652 | +47,276 | New | Q4 2025 | Feb 13, 2026 |
| Centennial Advisors, LLC | History | New | 46,529 | 3,446 | 4.48% | — | 653 | +46,529 | New | Q4 2025 | Jan 22, 2026 |
| David Kennon Inc | History | Reduced | 46,009 | 3,407 | 1.21% | 1.24% | 654 | -258 | -0.56% | Q4 2025 | Jan 26, 2026 |
| CUTLER INVESTMENT COUNSEL LLC | History | Added to | 45,954 | 3,403 | 0.35% | 0.24% | 655 | +15,414 | 50.47% | Q4 2025 | Feb 12, 2026 |
| Amundi | History | Reduced | 45,763 | 3,389 | 0.0% | 0.0% | 656 | -1,943 | -4.07% | Q4 2025 | Feb 17, 2026 |
| Savvy Advisors, Inc. | History | Added to | 45,609 | 3,378 | 0.11% | 0.06% | 657 | +26,891 | 143.66% | Q4 2025 | Jan 20, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 45,633 | 3,377 | 0.09% | 0.2% | 658 | +3,269 | 7.72% | Q4 2025 | Feb 10, 2026 |
| Donalies Financial Planning, LLC | History | New | 44,857 | 3,322 | 2.83% | — | 659 | +44,857 | New | Q4 2025 | Feb 17, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 44,780 | 3,316 | 0.01% | 0.02% | 660 | -7,990 | -15.14% | Q4 2025 | Feb 12, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Reduced | 44,657 | 3,307 | 0.11% | 0.47% | 661 | -127,350 | -74.04% | Q4 2025 | Feb 17, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 44,488 | 3,295 | 0.05% | 0.05% | 662 | +4,038 | 9.98% | Q4 2025 | Feb 09, 2026 |
| Capital Square, LLC | History | Added to | 44,464 | 3,293 | 1.68% | 1.62% | 663 | +1,629 | 3.8% | Q4 2025 | Feb 13, 2026 |
| Frank, Rimerman Advisors LLC | History | Added to | 44,415 | 3,289 | 0.21% | 0.18% | 664 | +6,920 | 18.46% | Q4 2025 | Jan 15, 2026 |
| M Holdings Securities, Inc. | History | New | 44,370 | 3,286 | 0.24% | — | 665 | +44,370 | New | Q4 2025 | Feb 11, 2026 |
| Forum Private Client Group LLC | History | Added to | 44,289 | 3,280 | 1.12% | 1.16% | 666 | +323 | 0.73% | Q4 2025 | Feb 06, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 44,266 | 3,279 | 0.06% | 0.07% | 667 | +483 | 1.1% | Q4 2025 | Feb 12, 2026 |
| Exchange Bank | History | Reduced | 44,126 | 3,268 | 2.26% | 2.47% | 668 | -3,638 | -7.62% | Q4 2025 | Jan 13, 2026 |
| Haverford Trust Co | History | Reduced | 44,045 | 3,262 | 0.03% | 0.03% | 669 | -3,713 | -7.77% | Q4 2025 | Feb 13, 2026 |
| WealthShield Partners, LLC | History | Reduced | 43,739 | 3,239 | 0.36% | 0.45% | 670 | -10,163 | -18.85% | Q4 2025 | Feb 03, 2026 |
| Sherman Asset Management, Inc. | History | Added to | 43,443 | 3,217 | 2.72% | 2.56% | 671 | +3,458 | 8.65% | Q4 2025 | Feb 05, 2026 |
| HOHIMER WEALTH MANAGEMENT, LLC | History | Added to | 43,333 | 3,209 | 0.43% | 0.28% | 672 | +16,060 | 58.89% | Q4 2025 | Feb 12, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Reduced | 43,244 | 3,203 | 0.34% | 0.7% | 674 | -41,026 | -48.68% | Q4 2025 | Jan 28, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Reduced | 43,252 | 3,203 | 0.07% | 0.07% | 673 | -10,031 | -18.83% | Q4 2025 | Feb 05, 2026 |
| Financial Strategies Group, Inc. | History | Added to | 42,822 | 3,176 | 0.57% | 0.58% | 675 | +1,766 | 4.3% | Q4 2025 | Feb 05, 2026 |
| Sellwood Investment Partners LLC | History | Reduced | 42,439 | 3,143 | 1.23% | 1.45% | 676 | -6,567 | -13.4% | Q4 2025 | Jan 26, 2026 |
| HOWARD WEALTH MANAGEMENT, LLC | History | Added to | 42,082 | 3,117 | 1.36% | 1.43% | 677 | +181 | 0.43% | Q4 2025 | Jan 29, 2026 |
| Oldfather Financial Services, LLC | History | Added to | 41,962 | 3,108 | 0.93% | 0.84% | 679 | +5,585 | 15.35% | Q4 2025 | Jan 16, 2026 |
| TCI Wealth Advisors, Inc. | History | Reduced | 41,971 | 3,108 | 0.17% | 0.19% | 678 | -1,733 | -3.97% | Q4 2025 | Feb 02, 2026 |
| GoalFusion Wealth Management, LLC | History | Added to | 41,887 | 3,102 | 1.43% | 1.46% | 680 | +878 | 2.14% | Q4 2025 | Jan 06, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 41,870 | 3,100 | 0.02% | 0.02% | 681 | +3,496 | 9.11% | Q4 2025 | Jan 27, 2026 |
| Tandem Wealth Advisors LLC | History | Added to | 41,669 | 3,086 | 1.38% | 1.44% | 682 | +840 | 2.06% | Q4 2025 | Feb 12, 2026 |
| WARNER FINANCIAL, INC | History | Added to | 41,629 | 3,083 | 1.07% | 1.13% | 683 | +874 | 2.14% | Q4 2025 | Jan 21, 2026 |
| BDFS Capital LLC | History | New | 41,456 | 3,070 | 1.55% | — | 684 | +41,456 | New | Q4 2025 | Feb 26, 2026 |
| HB Wealth Management, LLC | History | Added to | 41,086 | 3,043 | 0.02% | 0.02% | 685 | +1,501 | 3.79% | Q4 2025 | Jan 28, 2026 |
| MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC | History | Reduced | 41,080 | 3,042 | 0.49% | 0.5% | 686 | -1,649 | -3.86% | Q4 2025 | Jan 29, 2026 |
| AEGON USA Investment Management, LLC | History | Reduced | 41,001 | 3,036 | 2.15% | 2.1% | 687 | -398 | -0.96% | Q4 2025 | Feb 09, 2026 |
| Transcendent Capital Group LLC | History | Added to | 40,953 | 3,033 | 1.37% | 1.3% | 688 | +1,745 | 4.45% | Q4 2025 | Jan 26, 2026 |
| Barden Capital Management, Inc. | History | Added to | 40,746 | 3,018 | 2.48% | 2.22% | 689 | +4,851 | 13.51% | Q4 2025 | Jan 06, 2026 |
| Coston, McIsaac & Partners | History | Reduced | 40,400 | 2,991 | 0.69% | 0.76% | 690 | -2,696 | -6.26% | Q4 2025 | Feb 03, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Added to | 40,066 | 2,967 | 0.64% | 0.57% | 691 | +17,597 | 78.32% | Q4 2025 | Feb 12, 2026 |
| Trust Point Inc. | History | Reduced | 39,917 | 2,956 | 0.23% | 0.24% | 692 | -462 | -1.14% | Q4 2025 | Jan 13, 2026 |
| Wealth Advisory Solutions, LLC | History | Added to | 39,747 | 2,944 | 0.69% | 0.68% | 693 | +1,903 | 5.03% | Q4 2025 | Jan 16, 2026 |
| Wealthspire Retirement, LLC | History | Added to | 39,645 | 2,936 | 0.18% | 0.18% | 694 | +690 | 1.77% | Q4 2025 | Feb 18, 2026 |
| STEEL GROVE CAPITAL ADVISORS, LLC | History | Added to | 39,616 | 2,934 | 0.3% | 0.21% | 695 | +15,728 | 65.84% | Q4 2025 | Feb 09, 2026 |
| Net Worth Advisory Group | History | Added to | 39,110 | 2,896 | 0.59% | 0.5% | 696 | +15,957 | 68.92% | Q4 2025 | Jan 14, 2026 |
| Security Financial Services, INC. | History | Added to | 38,846 | 2,877 | 0.45% | 0.44% | 697 | +2,612 | 7.21% | Q4 2025 | Jan 27, 2026 |
| Argent Trust Co | History | Added to | 38,726 | 2,868 | 0.1% | 0.1% | 698 | +794 | 2.09% | Q4 2025 | Feb 10, 2026 |
| 10Elms LLP | History | Reduced | 38,606 | 2,859 | 2.62% | 2.6% | 699 | -329 | -0.84% | Q4 2025 | Feb 13, 2026 |
| Michels Family Financial, LLC | History | Added to | 38,309 | 2,837 | 2.08% | 2.08% | 700 | +2,366 | 6.58% | Q4 2025 | Feb 19, 2026 |
| Dakota Wealth Management | History | Added to | 38,276 | 2,835 | 0.05% | 0.04% | 701 | +8,783 | 29.78% | Q4 2025 | Jan 13, 2026 |
| Avantax Planning Partners, Inc. | History | Reduced | 37,914 | 2,808 | 0.08% | 0.08% | 702 | -767 | -1.98% | Q4 2025 | Feb 05, 2026 |
| Center For Asset Management LLC | History | Reduced | 37,906 | 2,807 | 1.47% | 1.55% | 703 | -1,057 | -2.71% | Q4 2025 | Jan 21, 2026 |
| NVWM, LLC | History | Added to | 37,524 | 2,779 | 0.6% | 0.62% | 704 | +512 | 1.38% | Q4 2025 | Jan 20, 2026 |
| CITY HOLDING CO | History | Added to | 37,512 | 2,777 | 0.34% | 0.32% | 705 | +3,706 | 10.96% | Q4 2025 | Jan 22, 2026 |
| Prime Buchholz LLC | History | Reduced | 37,483 | 2,776 | 1.65% | 2.02% | 706 | -12,021 | -24.28% | Q4 2025 | Feb 11, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 37,429 | 2,772 | 0.13% | 0.14% | 707 | -1,440 | -3.7% | Q4 2025 | Feb 13, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 37,248 | 2,758 | 0.02% | 0.02% | 708 | +760 | 2.08% | Q4 2025 | Feb 12, 2026 |
| FIDUCIENT ADVISORS LLC | History | Added to | 37,199 | 2,755 | 0.34% | 0.27% | 709 | +6,105 | 19.63% | Q4 2025 | Feb 10, 2026 |
| DAVENPORT & Co LLC | History | Added to | 36,856 | 2,729 | 0.01% | 0.01% | 710 | +2,017 | 5.79% | Q4 2025 | Jan 12, 2026 |
| Stewardship Advisors, LLC | History | Added to | 36,854 | 2,729 | 0.63% | 0.61% | 711 | +1,898 | 5.43% | Q4 2025 | Jan 15, 2026 |
| First PREMIER Bank | History | Added to | 36,617 | 2,712 | 0.62% | 0.61% | 712 | +680 | 1.89% | Q4 2025 | Jan 23, 2026 |
| Main Street Financial Solutions, LLC | History | Reduced | 36,077 | 2,672 | 0.2% | 0.18% | 713 | -650 | -1.77% | Q4 2025 | Feb 17, 2026 |
| Fairway Wealth LLC | History | Added to | 36,014 | 2,667 | 0.72% | 0.7% | 714 | +2,692 | 8.08% | Q4 2025 | Jan 28, 2026 |
| Forty-three Eighteen Advisors, LLC | History | New | 35,975 | 2,664 | 2.07% | — | 715 | +35,975 | New | Q4 2025 | Mar 16, 2026 |
| Walkner Condon Financial Advisors LLC | History | Reduced | 35,949 | 2,662 | 0.37% | 0.44% | 716 | -1,620 | -4.31% | Q4 2025 | Jan 21, 2026 |
| Balentine LLC | History | Reduced | 35,677 | 2,642 | 0.1% | 0.15% | 717 | -20,850 | -36.89% | Q4 2025 | Feb 02, 2026 |
| Cornerstone Financial Group, LLC /NE/ | History | Added to | 35,637 | 2,639 | 1.84% | 2.03% | 718 | +434 | 1.23% | Q4 2025 | Feb 11, 2026 |
| Allegiance Financial Group Advisory Services LLC | History | Added to | 35,553 | 2,633 | 0.55% | 0.58% | 719 | +1,705 | 5.04% | Q4 2025 | Feb 03, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 35,401 | 2,622 | 0.02% | 0.01% | 720 | +16,562 | 87.91% | Q4 2025 | Feb 09, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 35,402 | 2,622 | 0.03% | 0.03% | 721 | -48 | -0.14% | Q4 2025 | Jan 26, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Added to | 35,334 | 2,618 | 0.08% | 0.13% | 722 | +7,626 | 27.52% | Q4 2025 | Feb 13, 2026 |
| 5T Wealth, LLC | History | Added to | 35,270 | 2,612 | 1.04% | 1.06% | 723 | +2,654 | 8.14% | Q4 2025 | Jan 27, 2026 |
| Worth Asset Management, LLC | History | Added to | 35,118 | 2,601 | 1.1% | 1.15% | 724 | +739 | 2.15% | Q4 2025 | Jan 14, 2026 |
| Arrowroot Family Office, LLC | History | Added to | 35,053 | 2,596 | 0.94% | 0.72% | 725 | +10,898 | 45.12% | Q4 2025 | Feb 11, 2026 |
| Allodium Investment Consultants, LLC | History | Added to | 34,924 | 2,586 | 1.31% | 1.27% | 726 | +4,776 | 15.84% | Q4 2025 | Jan 14, 2026 |
| Crusonia Wealth Advisors LLC | History | New | 34,911 | 2,585 | 0.57% | — | 727 | +34,911 | New | Q4 2025 | Feb 18, 2026 |
| Westerkirk Capital Inc. | History | Reduced | 34,850 | 2,581 | 0.25% | 3.31% | 728 | -354,500 | -91.05% | Q4 2025 | Feb 11, 2026 |
| Stonebridge Financial Planning Group, LLC | History | Added to | 34,720 | 2,571 | 0.93% | 0.92% | 729 | +1,872 | 5.7% | Q4 2025 | Feb 05, 2026 |
| NorthRock Partners, LLC | History | Added to | 34,556 | 2,559 | 0.04% | 0.01% | 730 | +28,172 | 441.29% | Q4 2025 | Feb 17, 2026 |
| Summit Wealth Partners, LLC | History | Reduced | 34,556 | 2,559 | 0.47% | 0.65% | 731 | -13,724 | -28.43% | Q4 2025 | Jan 27, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 34,363 | 2,545 | 0.0% | 0.0% | 732 | -1,335 | -3.74% | Q4 2025 | Feb 17, 2026 |
| Marotta Asset Management | History | Added to | 34,183 | 2,531 | 0.47% | 0.39% | 733 | +6,252 | 22.38% | Q4 2025 | Jan 07, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 34,122 | 2,527 | 0.03% | 0.05% | 734 | -8,008 | -19.01% | Q4 2025 | Feb 10, 2026 |
| RESTON WEALTH MANAGEMENT LLC | History | Added to | 33,870 | 2,508 | 0.77% | 0.72% | 735 | +3,699 | 12.26% | Q4 2025 | Feb 12, 2026 |
| Prosperity Planning, Inc. | History | Added to | 33,806 | 2,503 | 0.65% | 0.61% | 736 | +3,170 | 10.35% | Q4 2025 | Jan 14, 2026 |
| HFG Advisors, Inc. | History | Added to | 33,775 | 2,501 | 1.81% | 1.73% | 737 | +2,164 | 6.85% | Q4 2025 | Feb 13, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 33,732 | 2,498 | 0.06% | 0.05% | 738 | +8,083 | 31.51% | Q4 2025 | Jan 27, 2026 |
| Planning Project LLC | History | New | 33,668 | 2,493 | 0.63% | — | 739 | +33,668 | New | Q4 2025 | Feb 12, 2026 |
| SOL Capital Management CO | History | Reduced | 33,305 | 2,467 | 0.22% | 0.24% | 740 | -2,910 | -8.04% | Q4 2025 | Jan 30, 2026 |
| Strategies Wealth Advisors, LLC | History | Reduced | 33,252 | 2,462 | 0.25% | 0.28% | 741 | -2,694 | -7.49% | Q4 2025 | Feb 13, 2026 |
| PCG ASSET MANAGEMENT, LLC | History | Added to | 32,500 | 2,439 | 1.94% | 1.77% | 742 | +2,890 | 9.76% | Q4 2025 | Feb 12, 2026 |
| Traveka Wealth, LLC | History | Added to | 32,672 | 2,420 | 0.99% | 1.04% | 743 | +1,394 | 4.46% | Q4 2025 | Jan 08, 2026 |
| CGN Advisors LLC | History | Added to | 32,657 | 2,418 | 0.19% | 0.2% | 744 | +670 | 2.09% | Q4 2025 | Jan 05, 2026 |
| Compass Ion Advisors, LLC | History | Added to | 32,640 | 2,417 | 0.23% | 0.23% | 745 | +231 | 0.71% | Q4 2025 | Jan 29, 2026 |
| Strategic Investment Advisors / MI | History | Reduced | 32,463 | 2,404 | 0.21% | 0.21% | 746 | -17,654 | -35.23% | Q4 2025 | Feb 17, 2026 |
| GOULD ASSET MANAGEMENT LLC /CA/ | History | Reduced | 32,279 | 2,390 | 0.42% | 0.45% | 747 | -355 | -1.09% | Q4 2025 | Feb 17, 2026 |
| BCS Private Wealth Management, Inc. | History | Added to | 32,015 | 2,371 | 0.81% | 0.78% | 748 | +2,540 | 8.62% | Q4 2025 | Jan 26, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 31,973 | 2,368 | 0.0% | 0.0% | 749 | -1,439 | -4.31% | Q4 2025 | Feb 13, 2026 |
| Western Wealth Management, LLC | History | Added to | 31,812 | 2,356 | 0.11% | 0.1% | 750 | +5,297 | 19.98% | Q4 2025 | Feb 05, 2026 |
| Narus Financial Partners, LLC | History | Reduced | 31,735 | 2,350 | 0.65% | 0.65% | 751 | -53 | -0.17% | Q4 2025 | Feb 09, 2026 |
| Passive Capital Management, LLC. | History | Added to | 31,722 | 2,349 | 0.73% | 0.72% | 752 | +1,901 | 6.37% | Q4 2025 | Feb 05, 2026 |
| Gateway Wealth Partners, LLC | History | Reduced | 31,709 | 2,348 | 0.26% | 0.36% | 753 | -3,954 | -11.09% | Q4 2025 | Feb 11, 2026 |
| Investment Advisory Group, LLC | History | Added to | 31,283 | 2,317 | 0.6% | 0.61% | 754 | +1,306 | 4.36% | Q4 2025 | Jan 23, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Added to | 31,251 | 2,314 | 0.66% | 0.5% | 755 | +9,535 | 43.91% | Q4 2025 | Feb 11, 2026 |
| CONTINENTAL INVESTORS SERVICES, INC. | History | Added to | 31,119 | 2,309 | 2.98% | 3.26% | 756 | +1,744 | 5.94% | Q4 2025 | Feb 23, 2026 |
| FC Advisory LLC | History | Added to | 31,186 | 2,309 | 0.66% | 0.68% | 757 | +116 | 0.37% | Q4 2025 | Jan 13, 2026 |
| Plum Street Advisors, LLC | History | Added to | 31,160 | 2,308 | 0.82% | 0.89% | 758 | +6 | 0.02% | Q4 2025 | Feb 13, 2026 |
| GWN SECURITIES INC. | History | Added to | 31,154 | 2,307 | 0.47% | 0.51% | 759 | +1,835 | 6.26% | Q4 2025 | Feb 11, 2026 |
| GEN Financial Management, INC. | History | Added to | 31,094 | 2,303 | 1.45% | 1.99% | 760 | +47 | 0.15% | Q4 2025 | Jan 15, 2026 |
| Gordian Advisors LLC | History | No change | 30,893 | 2,288 | 1.52% | 1.54% | 761 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| REDW Wealth LLC | History | Reduced | 30,825 | 2,283 | 0.87% | 0.87% | 762 | -199 | -0.64% | Q4 2025 | Jan 28, 2026 |
| Scissortail Wealth Management, LLC | History | Added to | 30,746 | 2,277 | 0.52% | 0.48% | 763 | +1,367 | 4.65% | Q4 2025 | Jan 29, 2026 |
| Bath Savings Trust Co | History | Added to | 30,685 | 2,272 | 0.23% | 0.19% | 764 | +4,652 | 17.87% | Q4 2025 | Jan 12, 2026 |
| Sloy Dahl & Holst, LLC | History | Added to | 30,538 | 2,261 | 0.27% | 0.12% | 765 | +15,526 | 103.42% | Q4 2025 | Feb 04, 2026 |
| American Trust | History | Added to | 30,507 | 2,259 | 0.19% | 0.19% | 766 | +188 | 0.62% | Q4 2025 | Feb 17, 2026 |
| Sigma Planning Corp | History | Added to | 30,361 | 2,248 | 0.06% | 0.06% | 767 | +2,718 | 9.83% | Q4 2025 | Jan 30, 2026 |
| Thrive Capital Management, LLC | History | Added to | 30,320 | 2,245 | 0.5% | 0.34% | 768 | +12,417 | 69.36% | Q4 2025 | Feb 09, 2026 |
| Cyndeo Wealth Partners, LLC | History | Added to | 30,079 | 2,227 | 0.12% | 0.06% | 769 | +16,283 | 118.03% | Q4 2025 | Jan 07, 2026 |
| Hegarty Advisors, LLC | History | New | 30,043 | 2,225 | 1.93% | — | 770 | +30,043 | New | Q4 2025 | Jan 29, 2026 |
| Pinnacle Family Advisors, LLC | History | Added to | 29,880 | 2,213 | 0.97% | 0.94% | 771 | +908 | 3.13% | Q4 2025 | Feb 17, 2026 |
| PAX Financial Group, LLC | History | Reduced | 29,855 | 2,211 | 0.38% | 0.42% | 772 | -1,261 | -4.05% | Q4 2025 | Feb 05, 2026 |
| OAK HARBOR WEALTH PARTNERS, LLC | History | Added to | 29,813 | 2,208 | 0.53% | 0.38% | 773 | +9,181 | 44.5% | Q4 2025 | Feb 02, 2026 |
| Straight Path Wealth Management | History | Added to | 29,804 | 2,207 | 0.6% | 0.59% | 774 | +383 | 1.3% | Q4 2025 | Feb 11, 2026 |
| Janney Capital Management LLC | History | Reduced | 29,776 | 2,206 | 0.14% | 0.15% | 775 | -2,143 | -6.71% | Q4 2025 | Feb 11, 2026 |
| FLAGSTAR ADVISORS INC | History | Reduced | 29,675 | 2,198 | 0.74% | 0.7% | 776 | -976 | -3.18% | Q4 2025 | Jan 13, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 29,509 | 2,185 | 0.26% | 0.22% | 777 | +6,319 | 27.25% | Q4 2025 | Jan 26, 2026 |
| AE Wealth Management LLC | History | Added to | 29,512 | 2,185 | 0.01% | 0.01% | 778 | +2,205 | 8.07% | Q4 2025 | Jan 26, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Reduced | 29,346 | 2,173 | 0.18% | 0.17% | 779 | -1,228 | -4.02% | Q4 2025 | Feb 17, 2026 |
| Daybright Advisory Services, Inc. | History | New | 29,289 | 2,169 | 0.58% | — | 780 | +29,289 | New | Q4 2025 | Feb 12, 2026 |
| SeaCrest Wealth Management, LLC | History | Added to | 29,125 | 2,162 | 0.22% | 0.12% | 781 | +13,517 | 86.6% | Q4 2025 | Jan 12, 2026 |
| Vontobel Holding Ltd. | History | No change | 29,050 | 2,151 | 0.01% | 0.01% | 782 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Moneda S.A. Administradora General de Fondos | History | No change | 28,940 | 2,143 | 1.92% | 2.38% | 783 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Diversified Enterprises, LLC | History | Added to | 28,908 | 2,141 | 0.13% | 0.09% | 784 | +10,465 | 56.74% | Q4 2025 | Jan 28, 2026 |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | History | Added to | 28,590 | 2,122 | 0.3% | 0.27% | 785 | +6,089 | 27.06% | Q4 2025 | Feb 11, 2026 |
| KW WEALTH MANAGEMENT LLC | History | Reduced | 28,648 | 2,122 | 3.22% | 3.85% | 786 | -1,729 | -5.69% | Q4 2025 | Feb 25, 2026 |
| STAGE HARBOR FINANCIAL, LLC | History | Reduced | 28,566 | 2,115 | 1.43% | 1.62% | 787 | -1,245 | -4.18% | Q4 2025 | Feb 17, 2026 |
| Wiser Advisor Group LLC | History | Added to | 28,211 | 2,089 | 2.39% | 2.56% | 788 | +524 | 1.89% | Q4 2025 | Feb 09, 2026 |
| Evensky & Katz LLC | History | Added to | 28,175 | 2,087 | 0.12% | 0.11% | 789 | +3,378 | 13.62% | Q4 2025 | Feb 05, 2026 |
| EASTERN BANK | History | Reduced | 28,129 | 2,083 | 0.04% | 0.04% | 790 | -1,281 | -4.36% | Q4 2025 | Jan 14, 2026 |
| Wheelhouse Advisory Group LLC | History | Added to | 27,777 | 2,063 | 0.78% | 0.6% | 791 | +9,059 | 48.4% | Q4 2025 | Jan 29, 2026 |
| Fort Henry Capital, LLC | History | Added to | 27,783 | 2,057 | 1.26% | 1.08% | 792 | +4,821 | 21.0% | Q4 2025 | Jan 23, 2026 |
| Nikulski Financial, Inc. | History | Reduced | 27,746 | 2,055 | 0.49% | 0.71% | 793 | -10,500 | -27.45% | Q4 2025 | Jan 15, 2026 |
| Midwest Trust Co | History | Added to | 27,744 | 2,054 | 0.03% | 0.03% | 794 | +231 | 0.84% | Q4 2025 | Feb 04, 2026 |
| TABR Capital Management, LLC | History | Added to | 27,675 | 2,049 | 1.37% | 1.25% | 795 | +3,237 | 13.25% | Q4 2025 | Jan 28, 2026 |
| Friedenthal Financial | History | Reduced | 27,612 | 2,045 | 1.05% | 1.52% | 796 | -12,065 | -30.41% | Q4 2025 | Jan 27, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Reduced | 27,450 | 2,033 | 0.05% | 0.06% | 797 | -3,288 | -10.7% | Q4 2025 | Feb 03, 2026 |
| Cresset Asset Management, LLC | History | Added to | 27,401 | 2,029 | 0.01% | 0.01% | 798 | +1,367 | 5.25% | Q4 2025 | Feb 17, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 27,146 | 2,010 | 0.12% | 0.11% | 799 | +6,197 | 29.58% | Q4 2025 | Feb 10, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Added to | 27,124 | 2,009 | 0.25% | 0.15% | 800 | +12,821 | 89.64% | Q4 2025 | Jan 15, 2026 |