iSHARES TRUST - DVY
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 13 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Added to | 8,170,168 | 1,153,137 | 0.08% | 0.08% | 1 | +73,275 | 0.9% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 6,506,794 | 918,369 | 0.05% | 0.05% | 2 | +224,125 | 3.57% | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 3,807,955 | 537,454 | 0.1% | 0.1% | 3 | +69,658 | 1.86% | Q4 2025 | Feb 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 3,553,910 | 501,598 | 0.27% | 0.32% | 4 | -116,760 | -3.18% | Q4 2025 | Feb 06, 2026 |
| ROYAL BANK OF CANADA | History | New | 3,073,777 | 433,832 | 0.07% | — | 5 | +3,073,777 | New | Q4 2025 | Feb 17, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 3,055,839 | 431,301 | 0.05% | 0.06% | 6 | -26,472 | -0.86% | Q4 2025 | Feb 17, 2026 |
| Align Financial, LLC | History | New | 280,846 | 280,846 | 0.16% | — | 7 | +280,846 | New | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Added to | 1,789,466 | 252,565 | 0.07% | 0.07% | 8 | +65,691 | 3.81% | Q4 2025 | Feb 11, 2026 |
| Bank of New York Mellon Corp | History | Added to | 1,695,711 | 239,332 | 0.04% | 0.04% | 9 | +23,407 | 1.4% | Q4 2025 | Feb 10, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 1,646,552 | 232,394 | 0.01% | 0.01% | 10 | +97,144 | 6.27% | Q4 2025 | Feb 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 1,401,610 | 197,823 | 0.06% | 0.06% | 11 | -19,484 | -1.37% | Q4 2025 | Feb 10, 2026 |
| UBS Group AG | History | Added to | 1,189,865 | 167,937 | 0.03% | 0.03% | 12 | +34,832 | 3.02% | Q4 2025 | Jan 29, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,170,490 | 165,202 | 0.05% | 0.05% | 13 | +111,048 | 10.48% | Q4 2025 | Feb 18, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 1,135,305 | 160,236 | 0.21% | 0.22% | 14 | -7,463 | -0.65% | Q4 2025 | Feb 02, 2026 |
| US BANCORP \DE\ | History | Reduced | 1,111,508 | 156,878 | 0.18% | 0.19% | 15 | -18,634 | -1.65% | Q4 2025 | Jan 30, 2026 |
| Howard Capital Management Inc. | History | No change | 1,011,427 | 142,752 | 1.85% | 1.9% | 16 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 779,821 | 110,063 | 0.04% | 0.04% | 17 | +34,231 | 4.59% | Q4 2025 | Feb 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 693,902 | 97,937 | 0.01% | 0.01% | 18 | +3,552 | 0.51% | Q4 2025 | Mar 25, 2026 |
| Northside Capital Management, LLC | History | Reduced | 653,983 | 92,303 | 8.02% | 8.56% | 19 | -5,674 | -0.86% | Q4 2025 | Jan 07, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 644,700 | 90,992 | 0.01% | 0.02% | 20 | -206,500 | -24.26% | Q4 2025 | Feb 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 606,332 | 85,577 | 0.11% | 0.12% | 21 | -30,401 | -4.77% | Q4 2025 | Feb 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 552,407 | 77,857 | 0.02% | 0.01% | 22 | +106,807 | 23.97% | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | Added to | 510,024 | 71,984 | 0.08% | 0.08% | 23 | +5,369 | 1.06% | Q4 2025 | Feb 17, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 507,547 | 71,635 | 0.13% | 0.13% | 24 | +29,933 | 6.27% | Q4 2025 | Mar 16, 2026 |
| MILLER HOWARD INVESTMENTS INC /NY | History | Added to | 505,689 | 71,372 | 2.15% | 0.26% | 25 | +445,910 | 745.93% | Q4 2025 | Jan 27, 2026 |
| Focus Partners Wealth | History | Added to | 466,225 | 65,805 | 0.07% | 0.1% | 26 | +47,957 | 11.47% | Q4 2025 | Feb 13, 2026 |
| COMERICA BANK | History | Reduced | 427,919 | 60,396 | 0.24% | 0.23% | 27 | -5,386 | -1.24% | Q4 2025 | Jan 29, 2026 |
| Mariner, LLC | History | Reduced | 401,796 | 56,709 | 0.07% | 0.07% | 28 | -4,486 | -1.1% | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 381,558 | 53,882 | 0.08% | 0.09% | 29 | -55,956 | -12.79% | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 374,624 | 52,874 | 0.01% | 0.0% | 30 | +259,424 | 225.19% | Q4 2025 | Feb 17, 2026 |
| HighTower Advisors, LLC | History | Added to | 331,560 | 46,796 | 0.05% | 0.05% | 31 | +1,721 | 0.52% | Q4 2025 | Feb 06, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 309,870 | 43,735 | 0.03% | 0.03% | 32 | -31,322 | -9.18% | Q4 2025 | Feb 10, 2026 |
| Creative Planning | History | Reduced | 308,603 | 43,556 | 0.03% | 0.03% | 33 | -1,494 | -0.48% | Q4 2025 | Feb 17, 2026 |
| AMG National Trust Bank | History | Reduced | 305,140 | 43,067 | 1.01% | 1.06% | 34 | -1,178 | -0.38% | Q4 2025 | Jan 30, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 303,545 | 42,842 | 0.04% | 0.04% | 35 | +7,076 | 2.39% | Q4 2025 | Feb 13, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 300,276 | 42,384 | 0.32% | — | 36 | +300,276 | New | Q4 2025 | Feb 18, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 293,336 | 41,401 | 0.25% | 0.25% | 37 | +2,918 | 1.0% | Q4 2025 | Feb 09, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 285,436 | 40,286 | 0.06% | 0.07% | 38 | -3,066 | -1.06% | Q4 2025 | Feb 10, 2026 |
| COMMERCE BANK | History | Reduced | 275,567 | 38,893 | 0.21% | 0.22% | 39 | -8,108 | -2.86% | Q4 2025 | Feb 13, 2026 |
| Moment Partners, LLC | History | Added to | 257,281 | 36,312 | 7.47% | 6.29% | 40 | +6,873 | 2.74% | Q4 2025 | Feb 10, 2026 |
| Baird Financial Group, Inc. | History | Added to | 256,418 | 36,190 | 0.06% | 0.05% | 41 | +29,214 | 12.86% | Q4 2025 | Feb 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 252,386 | 35,622 | 0.01% | 0.0% | 42 | +127,041 | 101.35% | Q4 2025 | Feb 13, 2026 |
| M&T BANK CORP | History | Added to | 245,576 | 34,660 | 0.11% | 0.11% | 43 | +7,927 | 3.34% | Q4 2025 | Jan 30, 2026 |
| GLENMEDE TRUST CO NA | History | New | 240,055 | 33,881 | 0.16% | — | 44 | +240,055 | New | Q4 2025 | Feb 17, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 231,776 | 32,712 | 0.1% | 0.12% | 45 | -22,205 | -8.74% | Q4 2025 | Feb 02, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | Added to | 229,113 | 32,337 | 1.99% | 2.07% | 46 | +171 | 0.07% | Q4 2025 | Feb 12, 2026 |
| ASSETMARK, INC | History | Added to | 223,106 | 31,489 | 0.06% | 0.07% | 47 | +2,559 | 1.16% | Q4 2025 | Jan 23, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 220,730 | 31,154 | 0.07% | 0.07% | 48 | +3,368 | 1.55% | Q4 2025 | Feb 11, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 212,133 | 30,787 | 0.04% | 0.04% | 49 | +4,893 | 2.36% | Q4 2025 | Jan 08, 2026 |
| Private Advisor Group, LLC | History | Reduced | 191,291 | 26,998 | 0.13% | 0.13% | 50 | -161 | -0.08% | Q4 2025 | Feb 17, 2026 |
| Ellis Investment Partners, LLC | History | Added to | 190,572 | 26,897 | 4.69% | 4.88% | 51 | +348 | 0.18% | Q4 2025 | Feb 02, 2026 |
| Valmark Advisers, Inc. | History | Added to | 179,109 | 25,279 | 0.31% | 0.28% | 52 | +27,063 | 17.8% | Q4 2025 | Jan 26, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 177,142 | 25,001 | 0.01% | 0.01% | 53 | +15,035 | 9.27% | Q4 2025 | Feb 11, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 179,477 | 24,664 | 0.04% | 0.04% | 54 | +21,409 | 13.54% | Q4 2025 | Feb 18, 2026 |
| FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | History | Reduced | 170,391 | 24,048 | 4.41% | 4.61% | 55 | -764 | -0.45% | Q4 2025 | Jan 29, 2026 |
| FMR LLC | History | Added to | 168,470 | 23,777 | 0.0% | 0.0% | 56 | +8,064 | 5.03% | Q4 2025 | Feb 17, 2026 |
| GW HENSSLER & ASSOCIATES LTD | History | Added to | 166,498 | 23,499 | 1.13% | 0.93% | 57 | +35,667 | 27.26% | Q4 2025 | Feb 10, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 165,015 | 23,290 | 0.06% | 0.06% | 58 | +17,845 | 12.13% | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 162,276 | 22,904 | 0.06% | 0.06% | 59 | +1,761 | 1.1% | Q4 2025 | Feb 05, 2026 |
| Fifth Third Wealth Advisors LLC | History | Reduced | 147,879 | 20,871 | 0.73% | 0.8% | 60 | -4,261 | -2.8% | Q4 2025 | Jan 15, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 145,184 | 20,483 | 0.02% | 0.02% | 61 | +18,187 | 14.32% | Q4 2025 | Feb 17, 2026 |
| &PARTNERS | History | Added to | 144,488 | 20,393 | 0.11% | 0.13% | 62 | +4,480 | 3.2% | Q4 2025 | Feb 17, 2026 |
| Yukon Wealth Management, Inc. | History | Reduced | 130,953 | 20,211 | 11.65% | 8.27% | 63 | -46,620 | -26.25% | Q4 2025 | Feb 10, 2026 |
| Corient Private Wealth LLC | History | Added to | 282,323 | 19,060 | 0.03% | 0.02% | 64 | +198,397 | 236.4% | Q4 2025 | Mar 09, 2026 |
| HB Wealth Management, LLC | History | Added to | 133,966 | 18,907 | 0.12% | 0.12% | 65 | +7,213 | 5.69% | Q4 2025 | Jan 28, 2026 |
| Cerity Partners LLC | History | Reduced | 128,446 | 18,128 | 0.03% | 0.03% | 66 | -2,682 | -2.05% | Q4 2025 | Feb 11, 2026 |
| Advisory Services Network, LLC | History | Reduced | 127,604 | 18,010 | 0.25% | 0.27% | 67 | -1,086 | -0.84% | Q4 2025 | Feb 17, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | Reduced | 120,811 | 17,051 | 1.08% | 1.14% | 68 | -2,230 | -1.81% | Q4 2025 | Feb 17, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 120,639 | 17,027 | 0.19% | 0.18% | 69 | +9,252 | 8.31% | Q4 2025 | Feb 06, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 119,442 | 16,858 | 0.26% | 0.28% | 70 | -1,475 | -1.22% | Q4 2025 | Jan 13, 2026 |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | History | Added to | 118,285 | 16,694 | 3.45% | 3.53% | 71 | +1,055 | 0.9% | Q4 2025 | Feb 09, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 117,023 | 16,516 | 0.07% | 0.08% | 72 | -2,031 | -1.71% | Q4 2025 | Feb 13, 2026 |
| IFG Advisors, LLC | History | Added to | 115,414 | 16,289 | 2.71% | 2.62% | 73 | +2,508 | 2.22% | Q4 2025 | Jan 13, 2026 |
| Lido Advisors, LLC | History | Added to | 113,206 | 16,052 | 0.05% | 0.05% | 74 | +520 | 0.46% | Q4 2025 | Feb 10, 2026 |
| Round Rock Advisors LLC | History | Added to | 110,913 | 15,654 | 2.35% | 2.43% | 75 | +2,877 | 2.66% | Q4 2025 | Jan 27, 2026 |
| Equitable Holdings, Inc. | History | Added to | 107,764 | 15,209 | 0.1% | 0.11% | 76 | +2,272 | 2.15% | Q4 2025 | Feb 17, 2026 |
| KWMG, LLC | History | Added to | 105,927 | 14,950 | 1.29% | 1.28% | 77 | +3,047 | 2.96% | Q4 2025 | Jan 16, 2026 |
| NTV ASSET MANAGEMENT LLC | History | Reduced | 105,686 | 14,916 | 1.58% | 1.66% | 78 | -1,650 | -1.54% | Q4 2025 | Jan 20, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 104,656 | 14,771 | 0.11% | 0.1% | 79 | +15,098 | 16.86% | Q4 2025 | Feb 12, 2026 |
| Cresset Asset Management, LLC | History | Added to | 99,273 | 14,011 | 0.06% | 0.06% | 80 | +10,266 | 11.53% | Q4 2025 | Feb 17, 2026 |
| Powell Investment Advisors, LLC | History | Added to | 97,861 | 13,812 | 4.76% | 4.75% | 81 | +2,291 | 2.4% | Q4 2025 | Feb 09, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 94,915 | 13,396 | 0.03% | 0.03% | 82 | +9,023 | 10.51% | Q4 2025 | Feb 13, 2026 |
| DAVENPORT & Co LLC | History | Added to | 93,269 | 13,163 | 0.07% | 0.06% | 83 | +8,903 | 10.55% | Q4 2025 | Jan 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 92,585 | 13,067 | 0.07% | 0.07% | 84 | +4,366 | 4.95% | Q4 2025 | Feb 12, 2026 |
| BOKF, NA | History | Added to | 90,709 | 12,802 | 0.2% | 0.13% | 85 | +31,408 | 52.96% | Q4 2025 | Feb 03, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 89,002 | 12,561 | 0.02% | 0.03% | 86 | -1,617 | -1.78% | Q4 2025 | Feb 17, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Added to | 87,167 | 12,302 | 0.2% | 0.17% | 87 | +18,553 | 27.04% | Q4 2025 | Jan 28, 2026 |
| MAI Capital Management | History | Reduced | 84,424 | 11,915 | 0.07% | 0.07% | 88 | -26 | -0.03% | Q4 2025 | Feb 13, 2026 |
| JGP Wealth Management, LLC | History | Reduced | 84,380 | 11,909 | 1.24% | 1.34% | 89 | -608 | -0.72% | Q4 2025 | Jan 12, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 82,732 | 11,676 | 0.08% | 0.11% | 90 | -9,163 | -9.97% | Q4 2025 | Feb 18, 2026 |
| North Star Investment Management Corp. | History | Added to | 82,520 | 11,646 | 0.73% | 0.71% | 91 | +4,271 | 5.46% | Q4 2025 | Jan 30, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 78,901 | 11,135 | 0.04% | 0.05% | 92 | -2,930 | -3.58% | Q4 2025 | Feb 18, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 74,127 | 10,462 | 0.06% | 0.03% | 93 | +29,562 | 66.33% | Q4 2025 | Jan 29, 2026 |
| Allen Investment Management, LLC | History | No change | 72,973 | 10,299 | 0.11% | 0.12% | 94 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Added to | 72,398 | 10,215 | 0.03% | 0.01% | 95 | +48,142 | 198.47% | Q4 2025 | Feb 13, 2026 |
| Sterling Investment Advisors, Ltd. | History | Added to | 71,467 | 10,086 | 1.86% | 1.97% | 96 | +189 | 0.27% | Q4 2025 | Feb 09, 2026 |
| White Lighthouse Investment Management Inc. | History | Added to | 70,432 | 9,940 | 1.39% | 1.47% | 97 | +2,645 | 3.9% | Q4 2025 | Feb 09, 2026 |
| Pathstone Holdings, LLC | History | New | 67,887 | 9,581 | 0.04% | — | 98 | +67,887 | New | Q4 2025 | Feb 13, 2026 |
| Raab & Moskowitz Asset Management LLC | History | Added to | 65,340 | 9,222 | 2.02% | 2.0% | 99 | +2,319 | 3.68% | Q4 2025 | Jan 20, 2026 |
| SOA Wealth Advisors, LLC. | History | Added to | 65,150 | 9,195 | 1.55% | 1.53% | 100 | +2,395 | 3.82% | Q4 2025 | Jan 20, 2026 |
| FIRST UNITED BANK & TRUST | History | Added to | 65,081 | 9,185 | 2.93% | 2.78% | 101 | +4,754 | 7.88% | Q4 2025 | Jan 21, 2026 |
| Linscomb Wealth, Inc. | History | Reduced | 64,751 | 9,138 | 0.38% | 0.4% | 102 | -903 | -1.38% | Q4 2025 | Feb 10, 2026 |
| AlTi Global, Inc. | History | Reduced | 64,641 | 9,123 | 0.2% | 0.32% | 103 | -30,760 | -32.24% | Q4 2025 | Feb 13, 2026 |
| GREENBERG FINANCIAL GROUP | History | New | 64,112 | 9,048 | 3.73% | — | 104 | +64,112 | New | Q4 2025 | Jan 22, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 63,820 | 9,007 | 0.19% | 0.21% | 105 | -748 | -1.16% | Q4 2025 | Feb 05, 2026 |
| Pinnacle Financial Group, LLC / IL | History | Added to | 63,659 | 8,984 | 2.61% | 2.73% | 106 | +64 | 0.1% | Q4 2025 | Feb 05, 2026 |
| Asset Advisors Investment Management, LLC | History | Reduced | 62,843 | 8,869 | 0.82% | 0.85% | 107 | -420 | -0.66% | Q4 2025 | Jan 23, 2026 |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | History | Reduced | 62,462 | 8,816 | 2.12% | 2.26% | 108 | -3,200 | -4.87% | Q4 2025 | Jan 29, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 61,091 | 8,622 | 0.42% | 0.5% | 109 | +2,381 | 4.06% | Q4 2025 | Jan 28, 2026 |
| Mutual Advisors, LLC | History | Reduced | 60,621 | 8,556 | 0.18% | 0.19% | 110 | -158 | -0.26% | Q4 2025 | Feb 02, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 58,960 | 8,321 | 0.01% | 0.01% | 111 | +20 | 0.03% | Q4 2025 | Feb 12, 2026 |
| Wealth Management Associates, Inc. | History | Added to | 58,666 | 8,280 | 2.88% | 2.96% | 112 | +19 | 0.03% | Q4 2025 | Jan 20, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 58,057 | 8,194 | 0.1% | 0.09% | 113 | -10,073 | -14.78% | Q4 2025 | Feb 13, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 57,419 | 8,104 | 0.05% | 0.05% | 114 | +4,008 | 7.5% | Q4 2025 | Feb 03, 2026 |
| Verus Financial Partners, Inc. | History | Reduced | 54,194 | 8,071 | 0.74% | 0.78% | 115 | -2,776 | -4.87% | Q4 2025 | Feb 02, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 57,124 | 8,062 | 0.0% | 0.0% | 116 | -1,776 | -3.02% | Q4 2025 | Feb 10, 2026 |
| Beaumont Financial Advisors, LLC | History | Reduced | 56,680 | 7,999 | 0.53% | 0.58% | 117 | -3,968 | -6.54% | Q4 2025 | Jan 16, 2026 |
| CWM, LLC | History | Reduced | 54,248 | 7,657 | 0.02% | 0.02% | 118 | -265 | -0.49% | Q4 2025 | Jan 26, 2026 |
| AMARILLO NATIONAL BANK | History | Reduced | 54,068 | 7,631 | 1.34% | 1.36% | 119 | -472 | -0.87% | Q4 2025 | Jan 28, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | Added to | 52,834 | 7,457 | 0.24% | 0.24% | 120 | +8 | 0.02% | Q4 2025 | Feb 13, 2026 |
| EDGEWOOD MANAGEMENT LLC | History | No change | 51,926 | 7,328 | 0.03% | 0.03% | 121 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Lee Financial Co | History | Reduced | 51,579 | 7,279 | 0.98% | 0.98% | 122 | -3,589 | -6.51% | Q4 2025 | Jan 22, 2026 |
| Smithfield Trust Co | History | Reduced | 51,386 | 7,242 | 0.32% | 0.33% | 123 | -264 | -0.51% | Q4 2025 | Feb 09, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 49,177 | 6,940 | 0.1% | 0.08% | 124 | +3,864 | 8.53% | Q4 2025 | Feb 02, 2026 |
| CARRET ASSET MANAGEMENT, LLC | History | Reduced | 48,817 | 6,889 | 0.65% | 0.68% | 125 | -19 | -0.04% | Q4 2025 | Feb 17, 2026 |
| Sterling Capital Management LLC | History | Added to | 48,386 | 6,829 | 0.11% | 0.0% | 126 | +47,666 | 6620.28% | Q4 2025 | Feb 13, 2026 |
| Gilman Hill Asset Management, LLC | History | Added to | 48,290 | 6,815 | 1.07% | 0.05% | 127 | +46,180 | 2188.63% | Q4 2025 | Jan 12, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 47,916 | 6,762 | 0.09% | 0.09% | 128 | +437 | 0.92% | Q4 2025 | Jan 30, 2026 |
| Wealth Quarterback LLC | History | Added to | 47,193 | 6,660 | 2.4% | 2.03% | 129 | +10,208 | 27.6% | Q4 2025 | Jan 15, 2026 |
| Glenview Trust Co | History | Reduced | 46,962 | 6,628 | 0.1% | 0.11% | 130 | -265 | -0.56% | Q4 2025 | Feb 09, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | Reduced | 46,653 | 6,584 | 0.33% | 0.34% | 131 | -700 | -1.48% | Q4 2025 | Feb 02, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 46,601 | 6,577 | 0.05% | 0.01% | 132 | +41,499 | 813.39% | Q4 2025 | Jan 14, 2026 |
| Callan Family Office, LLC | History | Added to | 46,179 | 6,517 | 0.14% | 0.19% | 133 | +4,500 | 10.8% | Q4 2025 | Feb 12, 2026 |
| Quantinno Capital Management LP | History | Added to | 45,693 | 6,449 | 0.01% | 0.02% | 134 | +5,041 | 12.4% | Q4 2025 | Feb 17, 2026 |
| Vivaldi Capital Management LP | History | Reduced | 45,661 | 6,444 | 0.88% | 0.92% | 135 | -208 | -0.45% | Q4 2025 | Feb 13, 2026 |
| Stelac Advisory Services LLC | History | Reduced | 45,602 | 6,436 | 2.28% | 2.25% | 136 | -150 | -0.33% | Q4 2025 | Feb 12, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 45,090 | 6,364 | 0.08% | 0.08% | 137 | -540 | -1.18% | Q4 2025 | Jan 21, 2026 |
| Kovitz Investment Group Partners, LLC | History | Reduced | 45,010 | 6,352 | 0.14% | 0.04% | 138 | -29,385 | -39.5% | Q4 2025 | Feb 20, 2026 |
| Prospera Financial Services Inc | History | Added to | 44,331 | 6,257 | 0.1% | 0.1% | 139 | +2,315 | 5.51% | Q4 2025 | Feb 09, 2026 |
| IFG Advisory, LLC | History | Added to | 44,062 | 6,218 | 0.27% | 0.28% | 140 | +1,149 | 2.68% | Q4 2025 | Feb 10, 2026 |
| BlackRock, Inc. | History | Added to | 43,529 | 6,143 | 0.0% | 0.0% | 141 | +30,178 | 226.04% | Q4 2025 | Feb 12, 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | History | No change | 43,027 | 6,072 | 0.99% | 1.07% | 142 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Principle Wealth Partners LLC | History | Reduced | 42,916 | 6,057 | 0.34% | 0.36% | 143 | -349 | -0.81% | Q4 2025 | Feb 06, 2026 |
| IFP Advisors, Inc | History | Reduced | 41,909 | 5,915 | 0.13% | 0.16% | 144 | -1,265 | -2.93% | Q4 2025 | Feb 06, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 41,164 | 5,809 | 0.0% | 0.0% | 145 | +6,090 | 17.36% | Q4 2025 | Feb 17, 2026 |
| Rathbones Group PLC | History | Reduced | 40,946 | 5,779 | 0.02% | 0.03% | 146 | -4,683 | -10.26% | Q4 2025 | Feb 06, 2026 |
| FOCUS Wealth Advisors, LLC | History | Added to | 40,782 | 5,756 | 2.68% | 2.76% | 147 | +411 | 1.02% | Q4 2025 | Jan 09, 2026 |
| LMG Wealth Partners, LLC | History | Added to | 39,819 | 5,620 | 1.05% | 1.0% | 148 | +1,797 | 4.73% | Q4 2025 | Feb 02, 2026 |
| NEW ENGLAND ASSET MANAGEMENT INC | History | No change | 39,750 | 5,610 | 0.73% | 0.74% | 149 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Daybright Advisory Services, Inc. | History | New | 39,529 | 5,579 | 1.49% | — | 150 | +39,529 | New | Q4 2025 | Feb 12, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | Reduced | 38,927 | 5,494 | 1.81% | 1.94% | 151 | -1,925 | -4.71% | Q4 2025 | Jan 27, 2026 |
| Eagle Bay Advisors LLC | History | No change | 38,710 | 5,463 | 3.99% | 4.32% | 152 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Balentine LLC | History | Added to | 37,597 | 5,306 | 0.2% | 0.18% | 153 | +2,922 | 8.43% | Q4 2025 | Feb 02, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 36,773 | 5,187 | 0.02% | 0.02% | 154 | +1,242 | 3.5% | Q4 2025 | Feb 12, 2026 |
| Keebeck Wealth Management | History | No change | 36,491 | 5,150 | 0.59% | 0.61% | 155 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| LANDAAS & CO /WI /ADV | History | Added to | 36,080 | 5,092 | 1.12% | 1.16% | 156 | +164 | 0.46% | Q4 2025 | Jan 21, 2026 |
| Ironwood Financial, llc | History | Reduced | 35,013 | 5,087 | 0.86% | 0.92% | 157 | -1,348 | -3.71% | Q4 2025 | Jan 15, 2026 |
| BANK OF HAWAII | History | Added to | 35,616 | 5,026 | 0.25% | 0.25% | 158 | +205 | 0.58% | Q4 2025 | Mar 03, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 35,284 | 4,979 | 0.33% | 0.3% | 159 | +4,240 | 13.66% | Q4 2025 | Jan 23, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 35,115 | 4,956 | 0.04% | 0.02% | 160 | +13,670 | 63.74% | Q4 2025 | Feb 12, 2026 |
| SIG BROKERAGE, LP | History | No change | 34,954 | 4,933 | 0.15% | 0.14% | 161 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | New | 34,663 | 4,892 | 0.82% | — | 162 | +34,663 | New | Q4 2025 | Feb 12, 2026 |
| Clearstead Advisors, LLC | History | Added to | 34,562 | 4,878 | 0.06% | 0.06% | 163 | +53 | 0.15% | Q4 2025 | Feb 09, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 39,965 | 4,831 | 0.12% | 0.12% | 164 | -3,092 | -7.18% | Q4 2025 | Feb 11, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 34,122 | 4,815 | 0.05% | 0.02% | 165 | +26,727 | 361.42% | Q4 2025 | Jan 29, 2026 |
| Sankala Group LLC | History | New | 30,467 | 4,761 | 3.81% | — | 166 | +30,467 | New | Q4 2025 | Mar 02, 2026 |
| Allworth Financial LP | History | New | 33,387 | 4,712 | 0.02% | — | 167 | +33,387 | New | Q4 2025 | Feb 05, 2026 |
| Omega Financial Group, LLC | History | Reduced | 33,371 | 4,710 | 1.55% | 1.65% | 168 | -1,660 | -4.74% | Q4 2025 | Jan 28, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 33,307 | 4,700 | 0.45% | 0.45% | 169 | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| ALBION FINANCIAL GROUP /UT | History | Reduced | 32,982 | 4,655 | 0.29% | 0.28% | 170 | -126 | -0.38% | Q4 2025 | Jan 21, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 32,887 | 4,641 | 0.03% | 0.03% | 171 | +1,281 | 4.05% | Q4 2025 | Feb 17, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 32,218 | 4,547 | 0.2% | 0.21% | 173 | -2,982 | -8.47% | Q4 2025 | Feb 17, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 32,219 | 4,547 | 0.06% | 0.06% | 172 | -54 | -0.17% | Q4 2025 | Feb 05, 2026 |
| Klingman & Associates, LLC | History | Reduced | 32,206 | 4,545 | 0.22% | 0.23% | 174 | -75 | -0.23% | Q4 2025 | Jan 29, 2026 |
| VANGUARD GROUP INC | History | Added to | 31,901 | 4,502 | 0.0% | 0.0% | 175 | +48 | 0.15% | Q4 2025 | Jan 29, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 31,786 | 4,486 | 0.03% | 0.02% | 176 | +4,536 | 16.65% | Q4 2025 | Jan 29, 2026 |
| Gallagher Capital Advisors, LLC | History | Reduced | 31,743 | 4,480 | 2.89% | 2.61% | 177 | -1,239 | -3.76% | Q4 2025 | Feb 12, 2026 |
| Cornerstone Management, Inc. | History | Reduced | 31,528 | 4,449 | 0.73% | 0.75% | 178 | -489 | -1.53% | Q4 2025 | Feb 06, 2026 |
| FAS Wealth Partners, Inc. | History | Added to | 31,526 | 4,449 | 0.29% | 0.3% | 179 | +218 | 0.7% | Q4 2025 | Feb 18, 2026 |
| Joseph P. Lucia & Associates, LLC | History | Reduced | 31,504 | 4,446 | 1.6% | 1.69% | 180 | -97 | -0.31% | Q4 2025 | Jan 28, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 31,441 | 4,437 | 0.02% | 0.02% | 181 | -3,443 | -9.87% | Q4 2025 | Jan 30, 2026 |
| HANCOCK WHITNEY CORP | History | Added to | 31,328 | 4,421 | 0.08% | 0.08% | 182 | +1,944 | 6.62% | Q4 2025 | Feb 17, 2026 |
| Mechanics Bank Trust Department | History | Reduced | 31,088 | 4,387 | 0.57% | 0.64% | 183 | -1,021 | -3.18% | Q4 2025 | Jan 14, 2026 |
| LGL PARTNERS, LLC | History | Added to | 30,870 | 4,357 | 1.86% | 1.85% | 184 | +312 | 1.02% | Q4 2025 | Feb 09, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | Reduced | 30,813 | 4,348 | 0.07% | 0.07% | 185 | -1,672 | -5.15% | Q4 2025 | Jan 13, 2026 |
| FIRST AMERICAN TRUST, FSB | History | Reduced | 30,588 | 4,317 | 0.3% | 0.33% | 186 | -1,102 | -3.48% | Q4 2025 | Feb 11, 2026 |
| FULTON BANK, N.A. | History | No change | 30,471 | 4,300 | 0.15% | 0.15% | 187 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 30,455 | 4,298 | 0.0% | 0.0% | 188 | +1,761 | 6.14% | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 30,289 | 4,274 | 0.0% | 0.0% | 189 | -62,711 | -67.43% | Q4 2025 | Feb 17, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 30,100 | 4,248 | 0.0% | 0.0% | 190 | +8,045 | 36.48% | Q4 2025 | Feb 17, 2026 |
| Shulman DeMeo Asset Management LLC | History | Reduced | 30,029 | 4,238 | 0.96% | 0.99% | 191 | -239 | -0.79% | Q4 2025 | Jan 14, 2026 |
| AlphaCore Capital LLC | History | Added to | 29,923 | 4,223 | 0.09% | 0.0% | 192 | +29,405 | 5676.64% | Q4 2025 | Feb 05, 2026 |
| St. Clair Advisors, LLC | History | Reduced | 29,926 | 4,223 | 1.09% | 1.15% | 193 | -561 | -1.84% | Q4 2025 | Jan 20, 2026 |
| BROWN ADVISORY INC | History | Reduced | 29,803 | 4,206 | 0.01% | 0.01% | 194 | -363 | -1.2% | Q4 2025 | Feb 13, 2026 |
| Composition Wealth, LLC | History | Added to | 29,507 | 4,164 | 0.06% | 0.06% | 195 | +539 | 1.86% | Q4 2025 | Feb 02, 2026 |
| Arax Advisory Partners | History | New | 29,457 | 4,157 | 0.12% | — | 196 | +29,457 | New | Q4 2025 | Feb 13, 2026 |
| Tradition Wealth Management, LLC | History | Reduced | 29,330 | 4,139 | 0.3% | 0.34% | 197 | -3,000 | -9.28% | Q4 2025 | Feb 11, 2026 |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | History | Reduced | 28,916 | 4,081 | 1.44% | 1.51% | 198 | -933 | -3.13% | Q4 2025 | Jan 21, 2026 |
| Mine & Arao Wealth Creation & Management, LLC. | History | Added to | 28,908 | 4,080 | 1.6% | 1.66% | 199 | +161 | 0.56% | Q4 2025 | Jan 27, 2026 |
| BURKE & HERBERT BANK & TRUST CO | History | Reduced | 28,787 | 4,062 | 1.12% | 1.26% | 200 | -12,461 | -30.21% | Q4 2025 | Feb 12, 2026 |
| Hilltop Holdings Inc. | History | Added to | 28,593 | 4,035 | 0.24% | 0.2% | 201 | +1,803 | 6.73% | Q4 2025 | Feb 17, 2026 |
| Granite FO LLC | History | No change | 28,587 | 4,034 | 2.15% | 2.21% | 202 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| SAPIENT CAPITAL LLC | History | New | 28,116 | 3,998 | 0.06% | — | 203 | +28,116 | New | Q4 2025 | Feb 05, 2026 |
| Taylor Financial Group, Inc. | History | Reduced | 28,137 | 3,971 | 2.33% | 2.3% | 204 | -17 | -0.06% | Q4 2025 | Feb 06, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 28,071 | 3,961 | 0.04% | 0.03% | 205 | +14,034 | 99.98% | Q4 2025 | Jan 23, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | Reduced | 27,882 | 3,935 | 0.42% | 0.44% | 206 | -298 | -1.06% | Q4 2025 | Jan 09, 2026 |
| One Wealth Advisors, LLC | History | Reduced | 27,400 | 3,867 | 0.47% | 0.53% | 207 | -2,222 | -7.5% | Q4 2025 | Feb 02, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 27,307 | 3,854 | 0.08% | 0.08% | 208 | +18 | 0.07% | Q4 2025 | Jan 14, 2026 |
| PKS Advisory Services, LLC | History | Reduced | 26,890 | 3,795 | 0.87% | 0.83% | 209 | -1,137 | -4.06% | Q4 2025 | Feb 02, 2026 |
| My Personal CFO, LLC | History | New | 26,862 | 3,791 | 1.58% | — | 210 | +26,862 | New | Q4 2025 | Jan 15, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 26,822 | 3,785 | 0.01% | 0.01% | 211 | +334 | 1.26% | Q4 2025 | Feb 06, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Reduced | 26,748 | 3,775 | 0.03% | 0.03% | 212 | -979 | -3.53% | Q4 2025 | Feb 13, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 26,730 | 3,772 | 0.09% | 0.1% | 213 | +649 | 2.49% | Q4 2025 | Jan 29, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 26,318 | 3,714 | 3.22% | — | 214 | +26,318 | New | Q4 2025 | Feb 10, 2026 |
| Argent Trust Co | History | No change | 26,147 | 3,690 | 0.13% | 0.13% | 215 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Pinnacle Family Advisors, LLC | History | Added to | 26,135 | 3,688 | 1.62% | 1.61% | 216 | +223 | 0.86% | Q4 2025 | Feb 17, 2026 |
| Inman Jager Wealth Management, LLC | History | Reduced | 25,673 | 3,623 | 2.22% | 2.35% | 217 | -215 | -0.83% | Q4 2025 | Jan 26, 2026 |
| Wealthfront Advisers LLC | History | Added to | 25,470 | 3,594 | 0.01% | 0.01% | 218 | +1,968 | 8.37% | Q4 2025 | Jan 30, 2026 |
| CMG Global Holdings, LLC | History | Added to | 23,008 | 3,551 | 1.58% | 1.59% | 219 | +33 | 0.14% | Q4 2025 | Feb 05, 2026 |
| Bleakley Financial Group, LLC | History | New | 25,030 | 3,532 | 0.06% | — | 220 | +25,030 | New | Q4 2025 | Feb 09, 2026 |
| Banco de Sabadell, S.A | History | Reduced | 24,726 | 3,491 | 2.27% | 2.59% | 221 | -2,802 | -10.18% | Q4 2025 | Feb 09, 2026 |
| Capital Analysts, LLC | History | Reduced | 24,583 | 3,470 | 0.11% | 0.12% | 222 | -3,500 | -12.46% | Q4 2025 | Feb 11, 2026 |
| Argent Advisors, Inc. | History | Reduced | 24,420 | 3,446 | 0.96% | 1.04% | 223 | -304 | -1.23% | Q4 2025 | Feb 11, 2026 |
| MidFirst Bank | History | New | 24,296 | 3,429 | 0.27% | — | 224 | +24,296 | New | Q4 2025 | Feb 25, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 24,133 | 3,406 | 0.08% | 0.08% | 225 | +530 | 2.25% | Q4 2025 | Feb 04, 2026 |
| Guidance Point Advisors, LLC | History | Added to | 23,965 | 3,386 | 0.78% | 0.81% | 226 | +222 | 0.94% | Q4 2025 | Feb 11, 2026 |
| EP Wealth Advisors, LLC | History | New | 23,911 | 3,374 | 0.02% | — | 227 | +23,911 | New | Q4 2025 | Feb 18, 2026 |
| BESSEMER GROUP INC | History | Added to | 23,871 | 3,369 | 0.01% | 0.01% | 228 | +686 | 2.96% | Q4 2025 | Feb 05, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Reduced | 23,618 | 3,333 | 0.07% | 0.07% | 229 | -111 | -0.47% | Q4 2025 | Feb 18, 2026 |
| SONATA CAPITAL GROUP INC | History | Reduced | 23,575 | 3,327 | 1.2% | 1.25% | 230 | -319 | -1.34% | Q4 2025 | Jan 26, 2026 |
| Joel Isaacson & Co., LLC | History | Added to | 23,497 | 3,316 | 0.11% | 0.12% | 231 | +7 | 0.03% | Q4 2025 | Jan 30, 2026 |
| SIMON QUICK ADVISORS, LLC | History | No change | 23,458 | 3,310 | 0.14% | 0.15% | 232 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 23,309 | 3,289 | 0.19% | 0.19% | 233 | -99 | -0.42% | Q4 2025 | Jan 14, 2026 |
| HBK Sorce Advisory LLC | History | Reduced | 21,146 | 3,286 | 0.08% | 0.08% | 234 | -9 | -0.04% | Q4 2025 | Feb 09, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 23,018 | 3,248 | 0.08% | 0.09% | 235 | -626 | -2.65% | Q4 2025 | Jan 28, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 23,003 | 3,246 | 0.01% | 0.01% | 236 | +2,499 | 12.19% | Q4 2025 | Feb 13, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 22,961 | 3,240 | 0.08% | 0.09% | 237 | +1,016 | 4.63% | Q4 2025 | Feb 17, 2026 |
| WOLFF WIESE MAGANA LLC | History | Reduced | 22,773 | 3,214 | 1.76% | 1.84% | 238 | -35 | -0.15% | Q4 2025 | Jan 14, 2026 |
| Operose Advisors LLC | History | Added to | 22,713 | 3,205 | 0.75% | 0.8% | 239 | +31 | 0.14% | Q4 2025 | Feb 10, 2026 |
| NewEdge Wealth, LLC | History | Added to | 22,090 | 3,117 | 0.04% | 0.03% | 240 | +5,960 | 36.95% | Q4 2025 | Feb 03, 2026 |
| High Net Worth Advisory Group LLC | History | Added to | 22,060 | 3,113 | 0.72% | 0.75% | 241 | +88 | 0.4% | Q4 2025 | Jan 23, 2026 |
| Sigma Planning Corp | History | Added to | 21,958 | 3,099 | 0.09% | 0.08% | 242 | +1,432 | 6.98% | Q4 2025 | Jan 30, 2026 |
| Essex Financial Services, Inc. | History | Added to | 21,910 | 3,092 | 0.18% | 0.19% | 243 | +126 | 0.58% | Q4 2025 | Feb 10, 2026 |
| CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC | History | Reduced | 21,837 | 3,082 | 0.91% | 0.98% | 244 | -309 | -1.4% | Q4 2025 | Jan 21, 2026 |
| GREENWOOD CAPITAL ASSOCIATES LLC | History | Added to | 21,787 | 3,075 | 0.33% | 0.12% | 245 | +14,217 | 187.81% | Q4 2025 | Jan 26, 2026 |
| GW&K Investment Management, LLC | History | Added to | 21,752 | 3,070 | 0.03% | 0.0% | 246 | +19,401 | 825.22% | Q4 2025 | Feb 11, 2026 |
| Western Wealth Management, LLC | History | Reduced | 21,756 | 3,070 | 0.14% | 0.17% | 247 | -1,193 | -5.2% | Q4 2025 | Feb 05, 2026 |
| World Investment Advisors | History | Added to | 21,651 | 3,055 | 0.05% | 0.04% | 248 | +9,014 | 71.33% | Q4 2025 | Mar 12, 2026 |
| Pallas Capital Advisors LLC | History | Added to | 21,613 | 3,050 | 0.1% | 0.11% | 249 | +1,061 | 5.16% | Q4 2025 | Jan 14, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 21,535 | 3,039 | 0.06% | 0.07% | 250 | -2,246 | -9.44% | Q4 2025 | Feb 05, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 21,508 | 3,035 | 0.08% | 0.08% | 251 | -89 | -0.41% | Q4 2025 | Feb 03, 2026 |
| EVOKE WEALTH, LLC | History | Added to | 21,335 | 3,011 | 0.06% | 0.06% | 252 | +28 | 0.13% | Q4 2025 | Feb 06, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 21,319 | 3,009 | 0.0% | 0.0% | 253 | +10,137 | 90.65% | Q4 2025 | Feb 10, 2026 |
| MONETARY MANAGEMENT GROUP INC | History | No change | 21,250 | 2,999 | 0.69% | 0.69% | 254 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Cullen Capital Management, LLC | History | New | 21,130 | 2,982 | 0.03% | — | 255 | +21,130 | New | Q4 2025 | Feb 13, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 20,020 | 2,960 | 0.07% | 0.07% | 256 | +314 | 1.59% | Q4 2025 | Jan 28, 2026 |
| Narwhal Capital Management | History | Added to | 20,970 | 2,959 | 0.22% | 0.22% | 257 | +134 | 0.64% | Q4 2025 | Jan 30, 2026 |
| Florin Court Capital LLP | History | Reduced | 20,900 | 2,949 | 4.11% | 6.11% | 258 | -34,000 | -61.93% | Q4 2025 | Feb 05, 2026 |
| Kapstone Financial Advisors LLC | History | Reduced | 20,794 | 2,934 | 1.46% | 1.47% | 259 | -1,220 | -5.54% | Q4 2025 | Feb 05, 2026 |
| Crescent Grove Advisors, LLC | History | Added to | 20,263 | 2,859 | 0.27% | 0.27% | 260 | +450 | 2.27% | Q4 2025 | Feb 11, 2026 |
| Plancorp, LLC | History | No change | 20,151 | 2,844 | 0.09% | 0.09% | 261 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Waverly Advisors, LLC | History | Added to | 19,880 | 2,805 | 0.02% | 0.03% | 262 | +699 | 3.64% | Q4 2025 | Feb 17, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 19,706 | 2,781 | 0.02% | 0.03% | 263 | -21,360 | -52.01% | Q4 2025 | Feb 13, 2026 |
| FineMark National Bank & Trust | History | Added to | 19,573 | 2,762 | 0.09% | 0.08% | 264 | +1,304 | 7.14% | Q4 2025 | Feb 12, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Reduced | 19,460 | 2,747 | 0.88% | 0.98% | 265 | -171 | -0.87% | Q4 2025 | Feb 10, 2026 |
| CITY HOLDING CO | History | Reduced | 19,329 | 2,728 | 0.34% | 0.36% | 266 | -728 | -3.63% | Q4 2025 | Jan 22, 2026 |
| Cypress Wealth Services, LLC | History | Added to | 19,098 | 2,695 | 0.37% | 0.44% | 267 | +378 | 2.02% | Q4 2025 | Jan 14, 2026 |
| Haverford Trust Co | History | Reduced | 19,060 | 2,690 | 0.02% | 0.03% | 268 | -476 | -2.44% | Q4 2025 | Feb 13, 2026 |
| WEBSTER BANK, N. A. | History | No change | 19,019 | 2,684 | 0.25% | 0.26% | 269 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 18,904 | 2,668 | 0.03% | 0.03% | 270 | +1,822 | 10.67% | Q4 2025 | Feb 11, 2026 |
| Corundum Trust Company, INC | History | Reduced | 18,872 | 2,663 | 6.06% | 5.86% | 271 | -142 | -0.75% | Q4 2025 | Jan 20, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Added to | 18,266 | 2,649 | 0.05% | 0.06% | 272 | +24 | 0.13% | Q4 2025 | Jan 26, 2026 |
| Csenge Advisory Group | History | Added to | 18,726 | 2,642 | 0.12% | 0.13% | 273 | +161 | 0.87% | Q4 2025 | Feb 06, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Reduced | 18,684 | 2,637 | 0.2% | 0.19% | 274 | -657 | -3.4% | Q4 2025 | Jan 23, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | Added to | 18,617 | 2,627 | 0.29% | 0.31% | 275 | +98 | 0.53% | Q4 2025 | Feb 13, 2026 |
| WESBANCO BANK INC | History | Added to | 18,488 | 2,609 | 0.07% | 0.07% | 276 | +29 | 0.16% | Q4 2025 | Feb 03, 2026 |
| Zhang Financial LLC | History | Reduced | 18,473 | 2,607 | 0.1% | 0.11% | 277 | -491 | -2.59% | Q4 2025 | Feb 10, 2026 |
| Winthrop Partners - WNY, LLC | History | New | 18,345 | 2,589 | 1.39% | — | 278 | +18,345 | New | Q4 2025 | Mar 12, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Added to | 18,303 | 2,583 | 0.03% | 0.03% | 279 | +150 | 0.83% | Q4 2025 | Feb 10, 2026 |
| Independence Bank of Kentucky | History | Added to | 17,970 | 2,536 | 0.32% | 0.28% | 280 | +2,530 | 16.39% | Q4 2025 | Jan 20, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 17,889 | 2,524 | 0.08% | 0.09% | 281 | +59 | 0.33% | Q4 2025 | Feb 13, 2026 |
| HOWLAND CAPITAL MANAGEMENT LLC | History | Added to | 17,706 | 2,499 | 0.1% | 0.09% | 282 | +1,008 | 6.04% | Q4 2025 | Feb 13, 2026 |
| Parallel Advisors, LLC | History | Added to | 17,685 | 2,496 | 0.05% | 0.05% | 283 | +201 | 1.15% | Q4 2025 | Feb 11, 2026 |
| IFC Advisors LLC | History | Reduced | 17,673 | 2,494 | 0.36% | 0.46% | 284 | -18 | -0.1% | Q4 2025 | Feb 12, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Reduced | 17,538 | 2,475 | 0.12% | 0.14% | 285 | -200 | -1.13% | Q4 2025 | Jan 12, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 17,482 | 2,467 | 0.09% | 0.15% | 286 | +817 | 4.9% | Q4 2025 | Feb 04, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Reduced | 17,411 | 2,457 | 0.15% | 0.16% | 287 | -496 | -2.77% | Q4 2025 | Feb 10, 2026 |
| Caerus Investment Advisors, LLC | History | Reduced | 17,270 | 2,437 | 0.79% | 1.07% | 288 | -1,078 | -5.88% | Q4 2025 | Feb 12, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 17,198 | 2,427 | 0.04% | 0.02% | 290 | +9,139 | 113.4% | Q4 2025 | Feb 19, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 17,200 | 2,427 | 0.01% | 0.01% | 289 | -2,400 | -12.24% | Q4 2025 | Jan 26, 2026 |
| Jump Financial, LLC | History | New | 17,162 | 2,422 | 0.03% | — | 291 | +17,162 | New | Q4 2025 | Feb 17, 2026 |
| PARK NATIONAL CORP /OH/ | History | Added to | 17,115 | 2,415 | 0.08% | 0.07% | 292 | +300 | 1.78% | Q4 2025 | Jan 05, 2026 |
| FRANKLIN STREET ADVISORS INC /NC | History | Added to | 17,000 | 2,399 | 0.14% | 0.13% | 293 | +1,000 | 6.25% | Q4 2025 | Jan 21, 2026 |
| Sowell Financial Services LLC | History | Added to | 16,938 | 2,390 | 0.09% | 0.09% | 294 | +115 | 0.68% | Q4 2025 | Jan 21, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 16,921 | 2,388 | 0.14% | 0.1% | 295 | +6,115 | 56.59% | Q4 2025 | Feb 10, 2026 |
| Midwest Trust Co | History | Added to | 16,752 | 2,364 | 0.03% | 0.03% | 296 | +76 | 0.46% | Q4 2025 | Feb 04, 2026 |
| Soltis Investment Advisors LLC | History | Added to | 16,721 | 2,359 | 0.16% | 0.02% | 297 | +14,205 | 564.59% | Q4 2025 | Apr 02, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | No change | 16,656 | 2,350 | 0.04% | 0.04% | 298 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| STOCK YARDS BANK & TRUST CO | History | Added to | 16,613 | 2,344 | 0.07% | 0.06% | 299 | +2,217 | 15.4% | Q4 2025 | Jan 21, 2026 |
| Trifecta Capital Advisors, LLC | History | Reduced | 16,560 | 2,337 | 0.35% | 0.37% | 300 | -370 | -2.19% | Q4 2025 | Jan 30, 2026 |
| Flaharty Asset Management, LLC | History | Added to | 16,430 | 2,318 | 0.29% | 0.3% | 301 | +19 | 0.12% | Q4 2025 | Feb 06, 2026 |
| Peregrine Asset Advisers, Inc. | History | Reduced | 16,370 | 2,310 | 0.65% | 0.71% | 302 | -260 | -1.56% | Q4 2025 | Feb 02, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | No change | 16,308 | 2,301 | 0.02% | 0.02% | 303 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Summit Wealth Partners, LLC | History | Added to | 16,124 | 2,275 | 0.42% | 0.41% | 304 | +114 | 0.71% | Q4 2025 | Jan 27, 2026 |
| Kaydan Wealth Management, Inc. | History | Added to | 15,969 | 2,253 | 0.65% | 0.63% | 305 | +481 | 3.11% | Q4 2025 | Jan 12, 2026 |
| CANANDAIGUA NATIONAL BANK & TRUST CO | History | Added to | 15,871 | 2,240 | 0.2% | 0.2% | 306 | +176 | 1.12% | Q4 2025 | Jan 30, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 15,733 | 2,221 | 0.02% | 0.01% | 307 | +4,507 | 40.15% | Q4 2025 | Jan 05, 2026 |
| Magnus Financial Group LLC | History | Reduced | 15,711 | 2,217 | 0.17% | 0.18% | 308 | -131 | -0.83% | Q4 2025 | Jan 07, 2026 |
| NEW SOUTH CAPITAL MANAGEMENT INC | History | No change | 15,680 | 2,213 | 0.1% | 0.1% | 309 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Asset Management Group, Inc. | History | Added to | 15,546 | 2,194 | 0.35% | 0.36% | 310 | +146 | 0.95% | Q4 2025 | Feb 17, 2026 |
| WealthBridge Capital Management, LLC | History | Added to | 15,460 | 2,182 | 0.5% | 0.51% | 311 | +94 | 0.61% | Q4 2025 | Jan 21, 2026 |
| STEPHENS INC /AR/ | History | Added to | 15,416 | 2,175 | 0.03% | 0.03% | 312 | +463 | 3.1% | Q4 2025 | Feb 05, 2026 |
| Legacy Private Trust Co. | History | No change | 15,405 | 2,174 | 0.13% | 0.13% | 313 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Arkadios Wealth Advisors | History | Added to | 15,347 | 2,166 | 0.04% | 0.04% | 314 | +2,528 | 19.72% | Q4 2025 | Feb 13, 2026 |
| Weinberger Asset Management, Inc | History | Reduced | 15,323 | 2,162 | 0.78% | 0.91% | 315 | -2,364 | -13.37% | Q4 2025 | Feb 09, 2026 |
| Bensler, LLC | History | Added to | 15,316 | 2,161 | 0.22% | 0.23% | 316 | +56 | 0.37% | Q4 2025 | Feb 04, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | No change | 15,253 | 2,152 | 0.06% | 0.06% | 317 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 15,231 | 2,149 | 0.0% | 0.0% | 318 | +11,741 | 336.42% | Q4 2025 | Mar 20, 2026 |
| Yeomans Consulting Group, Inc. | History | Added to | 15,231 | 2,149 | 0.63% | 0.73% | 319 | +270 | 1.8% | Q4 2025 | Jan 07, 2026 |
| Cascade Financial Partners, LLC | History | Reduced | 15,183 | 2,142 | 0.22% | 0.26% | 320 | -700 | -4.41% | Q4 2025 | Feb 06, 2026 |
| Eldridge Investment Advisors, Inc. | History | Added to | 14,904 | 2,103 | 0.46% | 0.48% | 321 | +3 | 0.02% | Q4 2025 | Feb 11, 2026 |
| Oxbow Advisors, LLC | History | Reduced | 14,754 | 2,082 | 0.18% | 0.2% | 322 | -70 | -0.47% | Q4 2025 | Feb 04, 2026 |
| COZAD ASSET MANAGEMENT INC | History | Reduced | 14,654 | 2,068 | 0.16% | 0.17% | 323 | -655 | -4.28% | Q4 2025 | Feb 13, 2026 |
| Evercore Wealth Management, LLC | History | Reduced | 14,487 | 2,044 | 0.03% | 0.03% | 324 | -1 | -0.01% | Q4 2025 | Feb 17, 2026 |
| WASHINGTON TRUST Co | History | Added to | 14,428 | 2,036 | 0.07% | 0.07% | 325 | +59 | 0.41% | Q4 2025 | Feb 10, 2026 |
| Mayflower Financial Advisors, LLC | History | Added to | 14,432 | 2,036 | 0.25% | 0.26% | 326 | +9 | 0.06% | Q4 2025 | Jan 13, 2026 |
| Aberdeen Wealth Management LLC | History | Reduced | 14,415 | 2,034 | 0.94% | 1.35% | 327 | -755 | -4.98% | Q4 2025 | Feb 12, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 14,404 | 2,032 | 0.05% | — | 328 | +14,404 | New | Q4 2025 | Feb 17, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 14,401 | 2,032 | 0.02% | 0.02% | 329 | +125 | 0.88% | Q4 2025 | Jan 20, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | New | 14,395 | 2,031 | 0.34% | — | 330 | +14,395 | New | Q4 2025 | Feb 18, 2026 |
| Gryphon Financial Partners LLC | History | Reduced | 14,377 | 2,029 | 0.22% | 0.23% | 331 | -64 | -0.44% | Q4 2025 | Jan 08, 2026 |
| NorthRock Partners, LLC | History | Added to | 14,348 | 2,025 | 0.03% | 0.03% | 332 | +2,463 | 20.72% | Q4 2025 | Feb 17, 2026 |
| Peoples Bank/KS | History | Reduced | 14,323 | 2,021 | 2.03% | 2.03% | 333 | -78 | -0.54% | Q4 2025 | Jan 08, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 14,309 | 2,019 | 0.01% | 0.01% | 334 | -660 | -4.41% | Q4 2025 | Feb 12, 2026 |
| Laurel Wealth Advisors LLC | History | No change | 14,289 | 2,016 | 0.27% | 0.28% | 335 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Millennium Capital Advisors, LLC | History | Added to | 14,197 | 2,003 | 1.18% | 1.22% | 336 | +14 | 0.1% | Q4 2025 | Feb 05, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | Reduced | 14,167 | 1,999 | 0.15% | 0.16% | 337 | -327 | -2.26% | Q4 2025 | Feb 09, 2026 |
| REGIONS FINANCIAL CORP | History | New | 14,115 | 1,992 | 0.01% | — | 338 | +14,115 | New | Q4 2025 | Jan 27, 2026 |
| REDMONT WEALTH ADVISORS LLC | History | No change | 14,111 | 1,991 | 3.01% | 2.79% | 339 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Evanson Asset Management, LLC | History | Added to | 14,074 | 1,986 | 0.11% | 0.11% | 340 | +15 | 0.11% | Q4 2025 | Jan 12, 2026 |
| Darden Wealth Group Inc | History | Reduced | 14,045 | 1,982 | 0.96% | 1.16% | 341 | -1,608 | -10.27% | Q4 2025 | Feb 09, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 14,023 | 1,979 | 0.03% | 0.03% | 342 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Crossmark Global Holdings, Inc. | History | No change | 14,028 | 1,979 | 0.03% | 0.03% | 343 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Private Capital Advisors, Inc. | History | No change | 13,975 | 1,972 | 0.2% | 0.22% | 344 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Welch Group, LLC | History | Added to | 13,958 | 1,969 | 0.08% | 0.03% | 345 | +9,296 | 199.4% | Q4 2025 | Jan 26, 2026 |
| Global Retirement Partners, LLC | History | Added to | 13,940 | 1,967 | 0.03% | 0.02% | 346 | +7,842 | 128.6% | Q4 2025 | Feb 06, 2026 |
| FIRST HORIZON CORP | History | Added to | 13,829 | 1,951 | 0.09% | 0.07% | 347 | +2,678 | 24.02% | Q4 2025 | Jan 27, 2026 |
| Curi Capital, LLC | History | Reduced | 13,821 | 1,950 | 0.03% | 0.04% | 348 | -1,459 | -9.55% | Q4 2025 | Feb 17, 2026 |
| Sound Income Strategies, LLC | History | Added to | 13,131 | 1,937 | 0.09% | 0.09% | 349 | +1,801 | 15.9% | Q4 2025 | Jan 21, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Reduced | 13,708 | 1,934 | 0.23% | 0.27% | 350 | -2,267 | -14.19% | Q4 2025 | Feb 13, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 13,688 | 1,931 | 0.05% | 0.05% | 351 | +834 | 6.49% | Q4 2025 | Feb 09, 2026 |
| Eagle Strategies LLC | History | Reduced | 13,600 | 1,919 | 0.25% | 0.27% | 353 | -686 | -4.8% | Q4 2025 | Jan 23, 2026 |
| NBC SECURITIES, INC. | History | No change | 13,600 | 1,919 | 0.14% | 0.15% | 352 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 13,548 | 1,912 | 0.13% | 0.15% | 354 | +211 | 1.58% | Q4 2025 | Feb 03, 2026 |
| Johnson Financial Group, Inc. | History | Added to | 13,453 | 1,898 | 0.07% | 0.06% | 355 | +1,700 | 14.46% | Q4 2025 | Feb 12, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 13,452 | 1,898 | 0.09% | 0.08% | 356 | -276 | -2.01% | Q4 2025 | Jan 21, 2026 |
| American Wealth Advisors, LLC | History | Added to | 13,454 | 1,898 | 1.86% | 1.86% | 357 | +198 | 1.49% | Q4 2025 | Jan 26, 2026 |
| Providence First Trust Co | History | Reduced | 13,442 | 1,897 | 0.66% | 0.95% | 358 | -5,818 | -30.21% | Q4 2025 | Feb 03, 2026 |
| NWAM LLC | History | Reduced | 12,839 | 1,889 | 0.11% | 0.1% | 359 | -586 | -4.36% | Q4 2025 | Feb 04, 2026 |
| Pinnacle Bancorp, Inc. | History | Added to | 13,382 | 1,888 | 0.55% | 0.49% | 360 | +1,617 | 13.74% | Q4 2025 | Jan 22, 2026 |
| David J Yvars Group | History | Added to | 13,318 | 1,881 | 1.0% | 1.0% | 361 | +197 | 1.5% | Q4 2025 | Jan 12, 2026 |
| Carbahal Olsen Financial Services Group, LLC | History | Reduced | 13,301 | 1,877 | 1.44% | 1.54% | 362 | -250 | -1.84% | Q4 2025 | Feb 02, 2026 |
| MSH Capital Advisors LLC | History | Added to | 13,298 | 1,876 | 0.4% | 0.5% | 363 | +48 | 0.36% | Q4 2025 | Feb 09, 2026 |
| Cornell Pochily Investment Advisors, Inc. | History | Reduced | 13,255 | 1,870 | 0.54% | 0.59% | 364 | -554 | -4.01% | Q4 2025 | Jan 20, 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD | History | New | 13,244 | 1,869 | 0.27% | — | 365 | +13,244 | New | Q4 2025 | Feb 13, 2026 |
| LOM Asset Management Ltd | History | Reduced | 13,177 | 1,859 | 0.54% | 0.58% | 366 | -227 | -1.69% | Q4 2025 | Jan 23, 2026 |
| Tempus Wealth Planning, LLC | History | Reduced | 13,126 | 1,852 | 0.42% | 0.47% | 367 | -1,314 | -9.1% | Q4 2025 | Jan 16, 2026 |
| Traynor Capital Management, Inc. | History | Reduced | 13,087 | 1,847 | 0.1% | 0.12% | 368 | -1,742 | -11.75% | Q4 2025 | Jan 12, 2026 |
| Carnegie Investment Counsel | History | Added to | 13,082 | 1,846 | 0.03% | 0.03% | 369 | +834 | 6.81% | Q4 2025 | Jan 23, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 13,043 | 1,840 | 0.03% | 0.03% | 370 | +323 | 2.54% | Q4 2025 | Feb 12, 2026 |
| PFG Investments, LLC | History | Added to | 12,943 | 1,826 | 0.09% | 0.09% | 371 | +146 | 1.14% | Q4 2025 | Jan 26, 2026 |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | History | Reduced | 12,914 | 1,822 | 0.09% | 0.1% | 372 | -805 | -5.87% | Q4 2025 | Jan 27, 2026 |
| Investment Advisory Group, LLC | History | Reduced | 12,844 | 1,812 | 0.47% | 0.5% | 373 | -88 | -0.68% | Q4 2025 | Jan 23, 2026 |
| NCM Capital Management, LLC | History | Reduced | 12,754 | 1,800 | 0.67% | 0.73% | 374 | -486 | -3.67% | Q4 2025 | Mar 02, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 12,582 | 1,775 | 0.02% | 0.02% | 375 | +1,716 | 15.79% | Q4 2025 | Feb 02, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Added to | 12,582 | 1,775 | 0.0% | 0.0% | 376 | +207 | 1.67% | Q4 2025 | Feb 11, 2026 |
| Simmons Bank | History | No change | 12,434 | 1,754 | 0.12% | 0.12% | 377 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| HICKS CAPITAL MANAGEMENT LLC | History | Added to | 12,367 | 1,745 | 1.76% | 2.82% | 378 | +211 | 1.74% | Q4 2025 | Feb 05, 2026 |
| NorthCrest Asset Manangement, LLC | History | Added to | 12,070 | 1,733 | 0.04% | 0.04% | 379 | +550 | 4.77% | Q4 2025 | Jan 08, 2026 |
| Astoria Portfolio Advisors LLC. | History | Added to | 11,159 | 1,732 | 0.39% | 0.23% | 380 | +5,042 | 82.43% | Q4 2025 | Feb 24, 2026 |
| UNION SAVINGS BANK | History | New | 12,178 | 1,718 | 0.74% | — | 382 | +12,178 | New | Q4 2025 | Mar 06, 2026 |
| Cypress Capital Group | History | Reduced | 12,177 | 1,718 | 0.19% | 0.21% | 381 | -60 | -0.49% | Q4 2025 | Feb 11, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 12,163 | 1,716 | 0.01% | 0.01% | 383 | -1,193 | -8.93% | Q4 2025 | Jan 27, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 12,122 | 1,711 | 0.05% | 0.05% | 384 | +1,428 | 13.35% | Q4 2025 | Feb 12, 2026 |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | History | Reduced | 12,112 | 1,709 | 0.07% | 0.12% | 385 | -7,579 | -38.49% | Q4 2025 | Feb 17, 2026 |
| Gotham Asset Management, LLC | History | Added to | 12,010 | 1,695 | 0.01% | 0.0% | 386 | +5,031 | 72.09% | Q4 2025 | Feb 17, 2026 |
| Caldwell Trust Co | History | Reduced | 11,968 | 1,689 | 0.15% | 0.16% | 387 | -183 | -1.51% | Q4 2025 | Jan 30, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | No change | 11,947 | 1,686 | 0.11% | 0.11% | 388 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Richwood Investment Advisors, LLC | History | Reduced | 10,767 | 1,673 | 1.2% | 1.25% | 389 | -445 | -3.97% | Q4 2025 | Feb 12, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 11,847 | 1,672 | 0.02% | 0.02% | 390 | -433 | -3.53% | Q4 2025 | Feb 13, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 11,747 | 1,657 | 0.04% | 0.04% | 391 | +1,124 | 10.58% | Q4 2025 | Feb 13, 2026 |
| SVB WEALTH LLC | History | Added to | 11,722 | 1,654 | 0.1% | 0.04% | 392 | +7,013 | 148.93% | Q4 2025 | Feb 04, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 11,707 | 1,652 | 0.03% | 0.03% | 393 | +1,848 | 18.74% | Q4 2025 | Jan 16, 2026 |
| Syntegra Private Wealth Group, LLC | History | Added to | 11,622 | 1,640 | 0.15% | 0.15% | 394 | +469 | 4.21% | Q4 2025 | Feb 10, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 11,581 | 1,634 | 0.0% | 0.0% | 395 | -312 | -2.62% | Q4 2025 | Feb 11, 2026 |
| Glen Eagle Advisors, LLC | History | Added to | 11,531 | 1,627 | 0.22% | 0.22% | 396 | +640 | 5.88% | Q4 2025 | Feb 13, 2026 |
| GoalVest Advisory LLC | History | Added to | 11,520 | 1,625 | 0.31% | 0.18% | 398 | +5,664 | 96.72% | Q4 2025 | Jan 05, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 11,514 | 1,625 | 0.02% | 0.02% | 397 | -2,400 | -17.25% | Q4 2025 | Feb 13, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 11,505 | 1,623 | 0.04% | 0.05% | 399 | -28 | -0.24% | Q4 2025 | Feb 02, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 11,495 | 1,622 | 0.12% | 0.13% | 400 | +167 | 1.47% | Q4 2025 | Jan 07, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 11,475 | 1,619 | 0.06% | 0.06% | 401 | -70 | -0.61% | Q4 2025 | Feb 17, 2026 |
| CRA Financial Services, LLC | History | Added to | 11,383 | 1,606 | 0.21% | 0.21% | 402 | +738 | 6.93% | Q4 2025 | Jan 16, 2026 |
| Pacific Point Advisors, LLC | History | No change | 11,383 | 1,606 | 0.86% | 0.94% | 403 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| PRECEDENT WEALTH PARTNERS, LLC | History | Added to | 11,324 | 1,598 | 0.34% | 0.35% | 404 | +140 | 1.25% | Q4 2025 | Jan 07, 2026 |
| Venture Visionary Partners LLC | History | Reduced | 10,700 | 1,588 | 0.05% | 0.06% | 405 | -2,102 | -16.42% | Q4 2025 | Feb 13, 2026 |
| JMG Financial Group, Ltd. | History | Reduced | 11,177 | 1,577 | 0.04% | 0.05% | 406 | -25 | -0.22% | Q4 2025 | Feb 10, 2026 |
| Regal Investment Advisors LLC | History | Reduced | 11,129 | 1,570 | 0.09% | 0.1% | 407 | -172 | -1.52% | Q4 2025 | Feb 17, 2026 |
| FLAGSTAR ADVISORS INC | History | Reduced | 10,973 | 1,548 | 0.52% | 0.49% | 408 | -190 | -1.7% | Q4 2025 | Jan 13, 2026 |
| Asset Dedication, LLC | History | Reduced | 10,968 | 1,547 | 0.1% | 0.12% | 409 | -1,476 | -11.86% | Q4 2025 | Jan 26, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 10,916 | 1,540 | 0.03% | 0.03% | 410 | +1,204 | 12.4% | Q4 2025 | Feb 09, 2026 |
| PATTEN & PATTEN INC/TN | History | Reduced | 10,848 | 1,531 | 0.09% | 0.09% | 411 | -25 | -0.23% | Q4 2025 | Feb 03, 2026 |
| Mission Creek Capital Partners, Inc. | History | Reduced | 10,822 | 1,527 | 0.31% | 0.34% | 412 | -1,432 | -11.69% | Q4 2025 | Feb 12, 2026 |
| TMB Capital Partners, LLC | History | New | 10,795 | 1,523 | 0.52% | — | 413 | +10,795 | New | Q4 2025 | Feb 19, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 10,781 | 1,521 | 0.05% | 0.06% | 414 | -177 | -1.62% | Q4 2025 | Feb 04, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 10,701 | 1,510 | 0.0% | — | 415 | +10,701 | New | Q4 2025 | Feb 13, 2026 |
| BOK Financial Private Wealth, Inc. | History | Reduced | 10,674 | 1,506 | 0.09% | 0.1% | 416 | -86 | -0.8% | Q4 2025 | Feb 06, 2026 |
| Stonebridge Capital Advisors LLC | History | Reduced | 10,648 | 1,502 | 0.1% | 0.11% | 417 | -625 | -5.54% | Q4 2025 | Feb 12, 2026 |
| Fox Hill Wealth Management | History | Added to | 10,626 | 1,499 | 0.7% | 0.7% | 418 | +119 | 1.13% | Q4 2025 | Feb 12, 2026 |
| Tyche Wealth Partners LLC | History | Reduced | 10,555 | 1,489 | 0.24% | 0.27% | 419 | -330 | -3.03% | Q4 2025 | Jan 23, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Reduced | 10,517 | 1,484 | 0.02% | 0.02% | 420 | -539 | -4.88% | Q4 2025 | Feb 12, 2026 |
| WBH ADVISORY INC | History | Added to | 10,506 | 1,482 | 0.11% | 0.11% | 421 | +10 | 0.1% | Q4 2025 | Jan 26, 2026 |
| MLP3, LLC | History | New | 10,484 | 1,479 | 1.61% | — | 422 | +10,484 | New | Q4 2025 | Feb 13, 2026 |
| Verdence Capital Advisors LLC | History | Reduced | 10,447 | 1,474 | 0.09% | 0.09% | 423 | -113 | -1.07% | Q4 2025 | Jan 29, 2026 |
| WHITTIER TRUST CO | History | No change | 10,151 | 1,472 | 0.02% | 0.02% | 424 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Viewpoint Capital Management LLC | History | Added to | 10,419 | 1,470 | 0.64% | 0.61% | 425 | +614 | 6.26% | Q4 2025 | Feb 11, 2026 |
| Farmers National Bank | History | New | 10,283 | 1,451 | 0.32% | — | 426 | +10,283 | New | Q4 2025 | Mar 12, 2026 |
| Asset Allocation & Management Company, LLC | History | No change | 10,273 | 1,450 | 0.58% | 0.62% | 427 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| INVENIO WEALTH PARTNERS LLC | History | No change | 10,265 | 1,448 | 0.54% | 0.53% | 428 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Mill Creek Capital Advisors, LLC | History | Reduced | 10,228 | 1,443 | 0.03% | 0.05% | 429 | -6,489 | -38.82% | Q4 2025 | Feb 13, 2026 |
| Tempo Wealth, LLC | History | New | 10,129 | 1,429 | 0.25% | — | 430 | +10,129 | New | Q4 2025 | Feb 25, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Added to | 10,065 | 1,420 | 0.1% | 0.1% | 431 | +4 | 0.04% | Q4 2025 | Jan 08, 2026 |
| ROMANO BROTHERS AND COMPANY | History | Added to | 10,023 | 1,414 | 0.16% | 0.16% | 432 | +70 | 0.7% | Q4 2025 | Jan 14, 2026 |
| Keel Point, LLC | History | Added to | 10,007 | 1,412 | 0.09% | 0.09% | 433 | +51 | 0.51% | Q4 2025 | Feb 12, 2026 |
| Focus Financial Network, Inc. | History | Added to | 9,992 | 1,410 | 0.05% | 0.05% | 434 | +398 | 4.15% | Q4 2025 | Jan 12, 2026 |
| SMITH, MOORE & CO. | History | Added to | 9,986 | 1,409 | 0.11% | 0.11% | 435 | +254 | 2.61% | Q4 2025 | Jan 23, 2026 |
| Summit Trail Advisors, LLC | History | Reduced | 9,974 | 1,407 | 0.02% | 0.03% | 436 | -4,164 | -29.45% | Q4 2025 | Feb 17, 2026 |
| waypoint wealth counsel | History | Reduced | 9,963 | 1,406 | 0.52% | 0.57% | 437 | -246 | -2.41% | Q4 2025 | Jan 28, 2026 |
| Trust Point Inc. | History | No change | 9,907 | 1,398 | 0.11% | 0.11% | 438 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| ADG Wealth Management Group, LLC | History | Added to | 9,887 | 1,395 | 1.06% | 1.06% | 439 | +473 | 5.02% | Q4 2025 | Jan 15, 2026 |
| Challenger Wealth Management | History | No change | 9,884 | 1,395 | 1.06% | 1.1% | 440 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 9,868 | 1,393 | 0.05% | — | 441 | +9,868 | New | Q4 2025 | Feb 13, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | Added to | 9,809 | 1,384 | 0.09% | 0.08% | 442 | +1,576 | 19.14% | Q4 2025 | Jan 21, 2026 |
| Planned Solutions, Inc. | History | Reduced | 9,716 | 1,371 | 0.44% | 0.5% | 443 | -508 | -4.97% | Q4 2025 | Jan 28, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 9,705 | 1,369 | 0.05% | 0.05% | 444 | -57 | -0.58% | Q4 2025 | Jan 27, 2026 |
| Journey Advisory Group, LLC | History | Added to | 9,693 | 1,368 | 0.12% | 0.1% | 445 | +75 | 0.78% | Q4 2025 | Jan 27, 2026 |
| CDKV HOLDINGS LLC | History | New | 9,660 | 1,363 | 1.14% | — | 446 | +9,660 | New | Q4 2025 | Feb 17, 2026 |
| AE Wealth Management LLC | History | Reduced | 9,516 | 1,343 | 0.01% | 0.01% | 447 | -963 | -9.19% | Q4 2025 | Jan 26, 2026 |
| Squarepoint Ops LLC | History | New | 9,500 | 1,340 | 0.0% | — | 449 | +9,500 | New | Q4 2025 | Feb 13, 2026 |
| Savant Capital, LLC | History | Added to | 9,495 | 1,340 | 0.01% | 0.01% | 448 | +1,555 | 19.58% | Q4 2025 | Feb 10, 2026 |
| HM PAYSON & CO | History | Added to | 9,430 | 1,330 | 0.02% | 0.02% | 450 | +1,510 | 19.07% | Q4 2025 | Feb 12, 2026 |
| Retirement Planning Co of New England, Inc. | History | Reduced | 9,430 | 1,330 | 0.53% | 0.54% | 451 | -18 | -0.19% | Q4 2025 | Jan 28, 2026 |
| WELCH & FORBES LLC | History | Reduced | 9,416 | 1,328 | 0.02% | 0.02% | 452 | -1,340 | -12.46% | Q4 2025 | Feb 10, 2026 |
| Freestone Capital Holdings, LLC | History | Added to | 9,415 | 1,328 | 0.04% | 0.04% | 453 | +1,315 | 16.23% | Q4 2025 | Jan 23, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 9,404 | 1,327 | 0.02% | 0.02% | 454 | +555 | 6.27% | Q4 2025 | Jan 22, 2026 |
| Occidental Asset Management, LLC | History | No change | 9,395 | 1,326 | 0.16% | 0.17% | 455 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 9,275 | 1,309 | 0.11% | 0.11% | 456 | +211 | 2.33% | Q4 2025 | Feb 12, 2026 |
| SNOWWATER INVESTMENT PARTNERS, LLC | History | New | 9,260 | 1,306 | 1.2% | — | 458 | +9,260 | New | Q4 2025 | Feb 13, 2026 |
| Prosperity Consulting Group, LLC | History | Added to | 9,260 | 1,306 | 0.06% | 0.06% | 457 | +480 | 5.47% | Q4 2025 | Feb 17, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Added to | 9,244 | 1,304 | 0.03% | 0.03% | 459 | +43 | 0.47% | Q4 2025 | Feb 03, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Added to | 9,227 | 1,302 | 0.25% | 0.05% | 460 | +7,356 | 393.16% | Q4 2025 | Feb 09, 2026 |
| CHOREO, LLC | History | Reduced | 9,135 | 1,299 | 0.02% | 0.02% | 461 | -6 | -0.07% | Q4 2025 | Jan 23, 2026 |
| XML Financial, LLC | History | Reduced | 9,176 | 1,295 | 0.11% | 0.11% | 462 | -593 | -6.07% | Q4 2025 | Feb 11, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 9,100 | 1,284 | 0.01% | 0.01% | 463 | -3 | -0.03% | Q4 2025 | Feb 13, 2026 |
| Dakota Wealth Management | History | Added to | 9,066 | 1,279 | 0.02% | 0.02% | 465 | +832 | 10.1% | Q4 2025 | Jan 13, 2026 |
| PETTYJOHN, WOOD & WHITE, INC | History | No change | 9,064 | 1,279 | 0.2% | 0.21% | 464 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 9,044 | 1,276 | 0.14% | 0.15% | 466 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| GreatBanc Trust CO | History | Reduced | 9,035 | 1,275 | 0.9% | 0.91% | 467 | -270 | -2.9% | Q4 2025 | Feb 12, 2026 |
| Rockbridge Investment Management, LCC | History | No change | 8,969 | 1,265 | 0.12% | 0.13% | 468 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Continuum Advisory, LLC | History | Reduced | 8,949 | 1,263 | 0.13% | 0.14% | 469 | -702 | -7.27% | Q4 2025 | Feb 11, 2026 |
| Asset Advisory Group, Inc. | History | New | 8,945 | 1,262 | 0.63% | — | 470 | +8,945 | New | Q4 2025 | Feb 12, 2026 |
| Freedom Financial Partners LLC | History | Reduced | 8,918 | 1,258 | 0.46% | 0.51% | 471 | -544 | -5.75% | Q4 2025 | Jan 06, 2026 |
| Wolff Financial Management LLC | History | Reduced | 8,896 | 1,255 | 0.28% | 0.3% | 472 | -60 | -0.67% | Q4 2025 | Feb 06, 2026 |
| VAUGHAN & Co SECURITIES, INC. | History | Reduced | 8,845 | 1,248 | 0.65% | 0.68% | 473 | -169 | -1.87% | Q4 2025 | Jan 28, 2026 |
| TCI Wealth Advisors, Inc. | History | Reduced | 8,828 | 1,245 | 0.07% | 0.08% | 474 | -436 | -4.71% | Q4 2025 | Feb 02, 2026 |
| EASTERN BANK | History | Added to | 8,809 | 1,243 | 0.02% | 0.02% | 475 | +2,288 | 35.09% | Q4 2025 | Jan 14, 2026 |
| Winthrop Advisory Group LLC | History | Added to | 8,794 | 1,241 | 0.11% | 0.11% | 476 | +13 | 0.15% | Q4 2025 | Jan 21, 2026 |
| FULTON BREAKEFIELD BROENNIMAN LLC | History | Added to | 8,748 | 1,234 | 0.08% | 0.07% | 477 | +1,517 | 20.98% | Q4 2025 | Jan 21, 2026 |
| SCS Capital Management LLC | History | Added to | 8,735 | 1,232 | 0.01% | 0.01% | 478 | +285 | 3.37% | Q4 2025 | Feb 10, 2026 |
| Edge Wealth Management LLC | History | Added to | 8,712 | 1,229 | 0.22% | 0.21% | 479 | +265 | 3.14% | Q4 2025 | Jan 12, 2026 |
| Infinity Wealth Counsel, LLC | History | Reduced | 8,705 | 1,228 | 1.12% | 1.2% | 480 | -35 | -0.4% | Q4 2025 | Jan 15, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | No change | 8,699 | 1,227 | 0.11% | 0.13% | 481 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | Added to | 8,651 | 1,220 | 0.35% | 0.4% | 482 | +11 | 0.13% | Q4 2025 | Feb 11, 2026 |
| Embree Financial Group | History | Added to | 8,608 | 1,214 | 0.15% | 0.16% | 483 | +84 | 0.99% | Q4 2025 | Jan 14, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 8,524 | 1,209 | 0.06% | 0.07% | 484 | +49 | 0.58% | Q4 2025 | Mar 04, 2026 |
| FIDUCIENT ADVISORS LLC | History | Reduced | 8,520 | 1,202 | 0.15% | 0.16% | 485 | -989 | -10.4% | Q4 2025 | Feb 10, 2026 |
| ARS Investment Partners, LLC | History | No change | 8,511 | 1,201 | 0.07% | 0.08% | 486 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| FIRST NATIONAL TRUST CO | History | Added to | 8,466 | 1,194 | 0.04% | 0.04% | 487 | +309 | 3.79% | Q4 2025 | Feb 09, 2026 |
| Squire Investment Management Company, LLC | History | No change | 8,455 | 1,193 | 0.36% | 0.39% | 488 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Keudell/Morrison Wealth Management | History | New | 8,449 | 1,192 | 0.25% | — | 489 | +8,449 | New | Q4 2025 | Feb 06, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Reduced | 8,406 | 1,186 | 0.02% | 0.02% | 490 | -1,141 | -11.95% | Q4 2025 | Feb 05, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 8,387 | 1,183 | 0.01% | 0.01% | 491 | +904 | 12.08% | Q4 2025 | Jan 29, 2026 |
| Old North State Trust, LLC | History | New | 8,305 | 1,172 | 0.69% | — | 492 | +8,305 | New | Q4 2025 | Mar 24, 2026 |
| CHATHAM CAPITAL GROUP, INC. | History | No change | 8,298 | 1,171 | 0.17% | 0.17% | 493 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 8,295 | 1,170 | 0.03% | 0.02% | 494 | +3,015 | 57.1% | Q4 2025 | Jan 07, 2026 |
| Independent Wealth Network Inc. | History | Reduced | 8,293 | 1,170 | 0.36% | 0.38% | 495 | -9 | -0.11% | Q4 2025 | Jan 26, 2026 |
| O'ROURKE & COMPANY, Inc | History | Reduced | 8,288 | 1,169 | 0.45% | 0.51% | 496 | -233 | -2.73% | Q4 2025 | Jan 28, 2026 |
| DAVIDSON TRUST CO | History | No change | 8,281 | 1,168 | 0.49% | 0.49% | 497 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Cove Private Wealth, LLC | History | No change | 8,280 | 1,168 | 0.35% | 0.37% | 498 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| BAR HARBOR WEALTH MANAGEMENT | History | Added to | 8,207 | 1,158 | 0.07% | 0.06% | 499 | +870 | 11.86% | Q4 2025 | Jan 22, 2026 |
| Coordinated Financial Services, Inc. | History | Added to | 8,169 | 1,153 | 0.66% | 0.43% | 500 | +3,429 | 72.34% | Q4 2025 | Feb 09, 2026 |
| Perfromance Wealth Partners, LLC | History | Reduced | 8,167 | 1,152 | 0.03% | 0.03% | 501 | -298 | -3.52% | Q4 2025 | Jan 21, 2026 |
| Thayer Partners, LLC / MA | History | New | 8,141 | 1,149 | 0.56% | — | 502 | +8,141 | New | Q4 2025 | Feb 05, 2026 |
| Accredited Investors Inc. | History | Reduced | 8,140 | 1,148 | 0.06% | 0.06% | 503 | -35 | -0.43% | Q4 2025 | Feb 05, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | No change | 8,136 | 1,148 | 0.07% | 0.07% | 504 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | Reduced | 8,117 | 1,145 | 0.02% | 0.02% | 505 | -49 | -0.6% | Q4 2025 | Feb 12, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | No change | 8,108 | 1,144 | 0.01% | 0.01% | 506 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 8,045 | 1,135 | 0.06% | 0.05% | 507 | +2,388 | 42.21% | Q4 2025 | Jan 26, 2026 |
| Claris Financial LLC | History | New | 7,968 | 1,124 | 0.6% | — | 508 | +7,968 | New | Q4 2025 | Feb 19, 2026 |
| CHAPIN DAVIS, INC. | History | Added to | 7,962 | 1,123 | 0.26% | 0.21% | 509 | +2,000 | 33.55% | Q4 2025 | Jan 30, 2026 |
| ALTERNA WEALTH MANAGEMENT, INC | History | No change | 7,957 | 1,123 | 0.94% | 0.93% | 510 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| MainStreet Investment Advisors LLC | History | Added to | 7,945 | 1,121 | 0.16% | 0.14% | 511 | +602 | 8.2% | Q4 2025 | Feb 10, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 7,903 | 1,115 | 0.07% | 0.08% | 512 | -228 | -2.8% | Q4 2025 | Feb 03, 2026 |
| Archer Investment Corp | History | Added to | 7,840 | 1,106 | 0.25% | 0.25% | 513 | +69 | 0.89% | Q4 2025 | Jan 30, 2026 |
| Legacy Trust | History | No change | 7,835 | 1,105 | 0.21% | 0.22% | 514 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| ASSOCIATED BANC-CORP | History | Reduced | 7,790 | 1,099 | 0.03% | 0.03% | 515 | -55 | -0.7% | Q4 2025 | Feb 06, 2026 |
| CVA Family Office, LLC | History | Added to | 7,729 | 1,090 | 0.13% | 0.13% | 516 | +551 | 7.68% | Q4 2025 | Jan 12, 2026 |
| Cadence Bank | History | Reduced | 7,678 | 1,083 | 0.06% | 0.07% | 517 | -72 | -0.93% | Q4 2025 | Jan 30, 2026 |
| ISLAY CAPITAL MANAGEMENT, LLC | History | Added to | 7,653 | 1,080 | 0.63% | 0.62% | 518 | +45 | 0.59% | Q4 2025 | Feb 17, 2026 |
| MKT Advisors LLC | History | No change | 7,454 | 1,070 | 0.37% | 0.4% | 519 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Beacon Financial Advisory LLC | History | Added to | 7,559 | 1,066 | 0.25% | 0.24% | 520 | +239 | 3.27% | Q4 2025 | Feb 17, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 7,542 | 1,064 | 0.04% | 0.04% | 521 | -614 | -7.53% | Q4 2025 | Jan 13, 2026 |
| Dodds Wealth, LLC | History | Reduced | 7,526 | 1,062 | 0.26% | 0.27% | 522 | -90 | -1.18% | Q4 2025 | Feb 11, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 7,523 | 1,061 | 0.09% | 0.11% | 523 | -1,079 | -12.54% | Q4 2025 | Jan 26, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 7,518 | 1,061 | 0.0% | 0.0% | 524 | -22 | -0.29% | Q4 2025 | Feb 12, 2026 |
| BLODGETT WEALTH ADVISORS, LLC | History | Reduced | 7,515 | 1,060 | 0.74% | 0.75% | 525 | -200 | -2.59% | Q4 2025 | Jan 29, 2026 |
| River Wealth Advisors LLC | History | Added to | 7,502 | 1,058 | 0.12% | 0.09% | 526 | +1,830 | 32.26% | Q4 2025 | Feb 13, 2026 |
| Atlas Legacy Advisors, LLC | History | No change | 7,468 | 1,054 | 0.18% | 0.2% | 527 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| GOULD ASSET MANAGEMENT LLC /CA/ | History | Added to | 7,458 | 1,052 | 0.19% | 0.19% | 528 | +330 | 4.63% | Q4 2025 | Feb 17, 2026 |
| Platform Technology Partners | History | Added to | 7,437 | 1,049 | 0.22% | 0.25% | 529 | +1 | 0.01% | Q4 2025 | Feb 13, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Reduced | 7,425 | 1,047 | 0.06% | 0.06% | 530 | -179 | -2.35% | Q4 2025 | Feb 11, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 7,400 | 1,044 | 0.0% | — | 531 | +7,400 | New | Q4 2025 | Feb 12, 2026 |
| Compound Planning, Inc. | History | Added to | 7,362 | 1,039 | 0.03% | 0.01% | 532 | +4,577 | 164.34% | Q4 2025 | Feb 19, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 7,342 | 1,036 | 0.05% | 0.05% | 533 | -434 | -5.58% | Q4 2025 | Feb 17, 2026 |
| CENTRAL TRUST Co | History | No change | 7,336 | 1,035 | 0.02% | 0.02% | 534 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 7,320 | 1,033 | 0.07% | 0.07% | 535 | -10 | -0.14% | Q4 2025 | Feb 20, 2026 |
| Apollon Financial, LLC | History | Added to | 7,310 | 1,031 | 0.15% | 0.16% | 536 | +349 | 5.01% | Q4 2025 | Jan 22, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 7,243 | 1,022 | 0.02% | 0.02% | 537 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Wellspring Financial Advisors, LLC | History | Reduced | 7,204 | 1,016 | 0.08% | 0.09% | 539 | -22 | -0.3% | Q4 2025 | Feb 11, 2026 |
| KANAWHA CAPITAL MANAGEMENT LLC | History | Reduced | 7,201 | 1,016 | 0.07% | 0.07% | 538 | -19 | -0.26% | Q4 2025 | Jan 28, 2026 |
| Jupiter Wealth Management LLC | History | No change | 6,496 | 1,015 | 0.45% | 0.44% | 540 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| GUERRA PAN ADVISORS, LLC | History | Reduced | 7,183 | 1,013 | 0.6% | 0.63% | 541 | -96 | -1.32% | Q4 2025 | Jan 13, 2026 |
| Aprio Wealth Management, LLC | History | No change | 7,175 | 1,012 | 0.06% | 0.1% | 542 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Pathway Financial Advisers, LLC | History | Added to | 7,128 | 1,006 | 0.29% | 0.29% | 544 | +41 | 0.58% | Q4 2025 | Feb 06, 2026 |
| SECURITY NATIONAL BANK OF SO DAK | History | No change | 7,130 | 1,006 | 0.5% | 0.51% | 543 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Capital Asset Advisory Services LLC | History | Added to | 6,932 | 1,005 | 0.04% | 0.04% | 545 | +298 | 4.49% | Q4 2025 | Jan 09, 2026 |
| OAK HARBOR WEALTH PARTNERS, LLC | History | Reduced | 7,126 | 1,005 | 0.24% | 0.25% | 546 | -50 | -0.7% | Q4 2025 | Feb 02, 2026 |
| Code Waechter LLC | History | No change | 7,120 | 1,004 | 0.64% | 0.66% | 547 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Neuberger Berman Group LLC | History | Added to | 7,063 | 996 | 0.0% | 0.0% | 548 | +5,019 | 245.55% | Q4 2025 | Feb 13, 2026 |
| PFG Advisors | History | Reduced | 7,061 | 996 | 0.05% | 0.06% | 549 | -3,239 | -31.45% | Q4 2025 | Jan 27, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 7,048 | 994 | 0.04% | 0.03% | 550 | +3,216 | 83.92% | Q4 2025 | Feb 09, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | New | 6,980 | 992 | 0.03% | — | 551 | +6,980 | New | Q4 2025 | Feb 13, 2026 |
| INTRUST BANK NA | History | No change | 7,013 | 989 | 0.08% | 0.08% | 552 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Reduced | 6,998 | 987 | 0.11% | 0.12% | 553 | -165 | -2.3% | Q4 2025 | Jan 20, 2026 |
| Resonant Capital Advisors, LLC | History | No change | 7,000 | 987 | 0.05% | 0.06% | 554 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Stronghold Wealth Management L.L.C. | History | New | 6,960 | 982 | 1.45% | — | 555 | +6,960 | New | Q4 2025 | Feb 06, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 6,928 | 977 | 0.02% | 0.03% | 556 | -1,123 | -13.95% | Q4 2025 | Feb 17, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Reduced | 6,855 | 967 | 0.11% | 0.11% | 557 | -18 | -0.26% | Q4 2025 | Jan 08, 2026 |
| Park Place Capital Corp | History | Reduced | 6,847 | 966 | 0.2% | 0.21% | 558 | -49 | -0.71% | Q4 2025 | Jan 09, 2026 |
| Churchill Financial Advisors, LLC | History | New | 6,825 | 963 | 0.29% | — | 559 | +6,825 | New | Q4 2025 | Feb 09, 2026 |
| Atlas Private Wealth Advisors | History | Reduced | 6,819 | 962 | 0.22% | 0.25% | 560 | -503 | -6.87% | Q4 2025 | Feb 05, 2026 |
| Fortis Group Advisors, LLC | History | Added to | 6,394 | 962 | 0.16% | 0.15% | 561 | +222 | 3.6% | Q4 2025 | Feb 06, 2026 |
| Helium Advisors LLC | History | Added to | 6,820 | 962 | 0.97% | 0.81% | 562 | +6 | 0.09% | Q4 2025 | Feb 12, 2026 |
| CABANA LLC | History | New | 6,814 | 961 | 7.2% | — | 563 | +6,814 | New | Q4 2025 | Jan 28, 2026 |
| D. E. Shaw & Co., Inc. | History | New | 6,775 | 956 | 0.0% | — | 564 | +6,775 | New | Q4 2025 | Feb 17, 2026 |
| CBIZ Investment Advisory Services, LLC | History | Added to | 6,682 | 943 | 0.04% | 0.04% | 565 | +31 | 0.47% | Q4 2025 | Feb 09, 2026 |
| Next Level Private LLC | History | Reduced | 6,679 | 942 | 0.25% | 0.3% | 566 | -650 | -8.87% | Q4 2025 | Jan 07, 2026 |
| Able Wealth Management LLC | History | Added to | 6,681 | 942 | 0.3% | 0.34% | 567 | +325 | 5.11% | Q4 2025 | Jan 27, 2026 |
| Strait & Sound Wealth Management LLC | History | Reduced | 6,642 | 937 | 0.35% | 0.36% | 568 | -5 | -0.08% | Q4 2025 | Feb 04, 2026 |
| Cornerstone Wealth Group, LLC | History | Reduced | 6,614 | 933 | 0.06% | 0.07% | 569 | -226 | -3.3% | Q4 2025 | Jan 26, 2026 |
| WealthTrust Axiom LLC | History | No change | 6,575 | 927 | 0.24% | 0.25% | 570 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| ROMAN BUTLER FULLERTON & CO | History | Reduced | 6,207 | 923 | 0.24% | 0.24% | 571 | -193 | -3.02% | Q4 2025 | Jan 26, 2026 |
| Sageworth Trust Co | History | No change | 6,541 | 923 | 0.04% | 0.04% | 572 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Thomasville National Bank | History | No change | 6,543 | 923 | 0.06% | 0.06% | 573 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Colter Lewis Investment Partners LLC | History | New | 6,530 | 921 | 1.07% | — | 574 | +6,530 | New | Q4 2025 | Feb 17, 2026 |
| Merit Financial Group, LLC | History | Reduced | 6,470 | 913 | 0.01% | 0.01% | 575 | -291 | -4.3% | Q4 2025 | Jan 26, 2026 |
| Capital Group Private Client Services, Inc. | History | Added to | 6,467 | 912 | 0.01% | 0.02% | 576 | +54 | 0.84% | Q4 2025 | Feb 11, 2026 |
| Indiana Trust & Investment Management Co | History | No change | 6,449 | 910 | 0.27% | 0.28% | 577 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Citizens National Bank Trust Department | History | Reduced | 6,445 | 909 | 0.16% | 0.17% | 578 | -190 | -2.86% | Q4 2025 | Jan 30, 2026 |
| Moors & Cabot, Inc. | History | Added to | 6,440 | 908 | 0.04% | 0.04% | 579 | +594 | 10.16% | Q4 2025 | Feb 10, 2026 |
| Global Trust Asset Management, LLC | History | Reduced | 6,431 | 907 | 0.36% | 0.69% | 580 | -4,293 | -40.03% | Q4 2025 | Jan 20, 2026 |
| TruWealth Advisors, LLC | History | Added to | 6,373 | 899 | 0.04% | 0.05% | 581 | +11 | 0.17% | Q4 2025 | Jan 07, 2026 |
| Wealth Dimensions Group, Ltd. | History | Reduced | 6,332 | 893 | 0.18% | 0.19% | 582 | -31 | -0.49% | Q4 2025 | Feb 13, 2026 |
| Reality Financial Planning Services, LLC | History | New | 6,294 | 888 | 0.85% | — | 583 | +6,294 | New | Q4 2025 | Feb 12, 2026 |
| Dale Q Rice Investment Management Ltd | History | Reduced | 6,284 | 886 | 0.63% | 0.63% | 584 | -23 | -0.36% | Q4 2025 | Jan 30, 2026 |
| Krilogy Financial LLC | History | Reduced | 5,923 | 882 | 0.03% | 0.03% | 586 | -11 | -0.19% | Q4 2025 | Jan 27, 2026 |
| ASPIRIANT, LLC | History | No change | 6,251 | 882 | 0.03% | 0.03% | 585 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Farmers & Merchants Trust Co of Long Beach | History | No change | 6,231 | 879 | 0.2% | 0.19% | 587 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Capital Advantage, Inc. | History | Added to | 6,227 | 878 | 0.12% | 0.13% | 588 | +109 | 1.78% | Q4 2025 | Jan 07, 2026 |
| W ADVISORS, LLC | History | No change | 6,207 | 876 | 0.44% | 0.46% | 589 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| APPLETON PARTNERS INC/MA | History | No change | 6,184 | 873 | 0.06% | 0.06% | 590 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| WARNER FINANCIAL, INC | History | Added to | 6,162 | 870 | 0.3% | 0.33% | 591 | +16 | 0.26% | Q4 2025 | Jan 21, 2026 |
| ICONIQ Capital, LLC | History | Added to | 6,164 | 869 | 0.01% | 0.01% | 592 | +12 | 0.2% | Q4 2025 | Feb 13, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | Added to | 6,129 | 865 | 0.04% | 0.04% | 593 | +245 | 4.16% | Q4 2025 | Feb 11, 2026 |
| High Falls Advisors, Inc | History | Reduced | 6,128 | 864 | 0.18% | 0.27% | 594 | -3,268 | -34.78% | Q4 2025 | Feb 18, 2026 |
| Virtue Capital Management, LLC | History | Reduced | 6,037 | 861 | 0.13% | 0.57% | 595 | -5,264 | -46.58% | Q4 2025 | Feb 18, 2026 |
| FAGAN ASSOCIATES, INC. | History | Added to | 6,097 | 860 | 0.11% | 0.12% | 596 | +6 | 0.1% | Q4 2025 | Jan 30, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | Added to | 6,067 | 856 | 0.09% | 0.08% | 597 | +908 | 17.6% | Q4 2025 | Jan 29, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 6,054 | 854 | 0.02% | 0.02% | 598 | -15 | -0.25% | Q4 2025 | Jan 23, 2026 |
| Savvy Advisors, Inc. | History | Added to | 6,049 | 853 | 0.03% | 0.03% | 599 | +694 | 12.96% | Q4 2025 | Jan 20, 2026 |
| Caprock Group, LLC | History | Added to | 6,008 | 847 | 0.02% | 0.01% | 600 | +2,769 | 85.49% | Q4 2025 | Jan 28, 2026 |
| DT Investment Partners, LLC | History | No change | 6,000 | 846 | 0.07% | 0.07% | 601 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 5,986 | 844 | 0.44% | 0.61% | 603 | -5,442 | -47.62% | Q4 2025 | Feb 18, 2026 |
| Prepared Retirement Institute LLC | History | Added to | 5,987 | 844 | 0.42% | 0.19% | 602 | +3,361 | 127.99% | Q4 2025 | Jan 29, 2026 |
| TFC Financial Management, Inc. | History | Added to | 5,935 | 837 | 0.1% | 0.07% | 604 | +2,338 | 65.0% | Q4 2025 | Jan 23, 2026 |
| Argyle Capital Partners, LLC | History | Reduced | 5,929 | 836 | 0.61% | 0.75% | 605 | -1,402 | -19.12% | Q4 2025 | Feb 17, 2026 |
| First Citizens Financial Corp | History | Reduced | 5,914 | 834 | 0.41% | 0.42% | 606 | -49 | -0.82% | Q4 2025 | Jan 06, 2026 |
| GENTRY PRIVATE WEALTH, LLC | History | No change | 5,900 | 832 | 0.52% | 0.58% | 607 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Capula Management Ltd | History | Reduced | 5,889 | 831 | 0.0% | 0.03% | 608 | -39,396 | -87.0% | Q4 2025 | Feb 13, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 5,852 | 825 | 0.04% | 0.05% | 609 | +88 | 1.53% | Q4 2025 | Feb 05, 2026 |
| Trace Wealth Advisors, LLC | History | No change | 5,804 | 819 | 0.59% | 0.62% | 610 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Texas Yale Capital Corp. | History | No change | 5,795 | 817 | 0.02% | 0.03% | 611 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| M1 Capital Management LLC | History | Added to | 5,757 | 812 | 0.34% | 0.35% | 612 | +42 | 0.73% | Q4 2025 | Feb 13, 2026 |
| Dupree Financial Group, LLC | History | Reduced | 5,754 | 812 | 0.3% | 0.31% | 613 | -36 | -0.62% | Q4 2025 | Jan 29, 2026 |
| Urban Wealth Management, LLC | History | New | 5,743 | 810 | 0.75% | — | 614 | +5,743 | New | Q4 2025 | Jan 30, 2026 |
| United Community Bank | History | Reduced | 5,720 | 807 | 0.31% | 0.31% | 615 | -1,355 | -19.15% | Q4 2025 | Jan 30, 2026 |
| ASL Financial, LLC | History | New | 5,716 | 806 | 0.63% | — | 617 | +5,716 | New | Q4 2025 | Jan 20, 2026 |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | History | Reduced | 5,717 | 806 | 0.01% | 0.01% | 616 | -34 | -0.59% | Q4 2025 | Feb 12, 2026 |
| Modera Wealth Management, LLC | History | No change | 5,686 | 802 | 0.01% | 0.01% | 618 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 5,662 | 799 | 0.02% | 0.03% | 619 | -902 | -13.74% | Q4 2025 | Jan 06, 2026 |
| Alley Investment Management Company, LLC | History | Reduced | 5,668 | 799 | 0.09% | 0.09% | 620 | -19 | -0.33% | Q4 2025 | Jan 27, 2026 |
| Diversified Trust Co | History | Added to | 5,638 | 795 | 0.01% | 0.01% | 622 | +760 | 15.58% | Q4 2025 | Jan 09, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 5,635 | 795 | 0.0% | 0.0% | 621 | -65 | -1.14% | Q4 2025 | Feb 11, 2026 |
| MARIETTA INVESTMENT PARTNERS LLC | History | Reduced | 5,600 | 790 | 0.16% | 0.26% | 623 | -4,000 | -41.67% | Q4 2025 | Feb 10, 2026 |
| MARCO INVESTMENT MANAGEMENT LLC | History | Added to | 5,591 | 789 | 0.06% | 0.06% | 624 | +10 | 0.18% | Q4 2025 | Feb 04, 2026 |
| TRED AVON FAMILY WEALTH, LLC | History | New | 5,583 | 787 | 0.26% | — | 628 | +5,583 | New | Q4 2025 | Jan 27, 2026 |
| Henrickson Nauta Wealth Advisors, Inc. | History | Added to | 5,426 | 787 | 0.12% | 0.12% | 627 | +2,685 | 97.96% | Q4 2025 | Jan 07, 2026 |
| Venturi Wealth Management, LLC | History | Reduced | 5,580 | 787 | 0.03% | 0.05% | 626 | -1,310 | -19.01% | Q4 2025 | Jan 22, 2026 |
| Montecito Bank & Trust | History | No change | 5,582 | 787 | 0.13% | 0.12% | 625 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Choate Investment Advisors | History | No change | 5,490 | 774 | 0.02% | 0.02% | 629 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| SageGuard Financial Group, LLC | History | New | 5,477 | 773 | 0.12% | — | 630 | +5,477 | New | Q4 2025 | Jan 27, 2026 |
| Retirement Planning Group, LLC | History | Reduced | 5,475 | 772 | 0.03% | 0.03% | 631 | -564 | -9.34% | Q4 2025 | Feb 03, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 5,448 | 768 | 0.02% | 0.02% | 632 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| TRUST CO OF VERMONT | History | Added to | 5,405 | 762 | 0.03% | 0.03% | 633 | +430 | 8.64% | Q4 2025 | Jan 16, 2026 |
| Ignite Planners, LLC | History | Reduced | 5,045 | 759 | 0.12% | 0.12% | 634 | -82 | -1.6% | Q4 2025 | Feb 06, 2026 |
| Quadcap Wealth Management, LLC | History | Reduced | 5,318 | 750 | 0.09% | 0.09% | 635 | -46 | -0.86% | Q4 2025 | Jan 29, 2026 |
| VestGen Advisors, LLC | History | Reduced | 5,313 | 749 | 0.03% | 0.07% | 636 | -8,622 | -61.87% | Q4 2025 | Feb 17, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 5,306 | 748 | 0.02% | 0.02% | 637 | +39 | 0.74% | Q4 2025 | Feb 06, 2026 |
| FLYWHEEL PRIVATE WEALTH LLC | History | No change | 5,294 | 747 | 0.47% | 0.59% | 638 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Clear Harbor Asset Management, LLC | History | Added to | 5,270 | 743 | 0.05% | 0.03% | 639 | +2,000 | 61.16% | Q4 2025 | Feb 10, 2026 |
| Apella Capital, LLC | History | Added to | 5,266 | 743 | 0.01% | 0.01% | 640 | +1,031 | 24.34% | Q4 2025 | Jan 21, 2026 |
| TCP Asset Management, LLC | History | Added to | 5,255 | 741 | 0.12% | 0.13% | 642 | +9 | 0.17% | Q4 2025 | Jan 07, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | No change | 5,253 | 741 | 0.06% | 0.06% | 641 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 5,245 | 740 | 0.03% | 0.03% | 643 | +230 | 4.59% | Q4 2025 | Feb 13, 2026 |
| Versant Capital Management, Inc | History | No change | 5,249 | 740 | 0.09% | 0.1% | 644 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Leo Wealth, LLC | History | Added to | 5,206 | 734 | 0.05% | 0.1% | 645 | +39 | 0.75% | Q4 2025 | Jan 21, 2026 |
| WJ Financial Advisors LLC | History | No change | 5,188 | 732 | 0.65% | 0.71% | 646 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| FIRST MANHATTAN CO. LLC. | History | No change | 5,180 | 731 | 0.0% | 0.0% | 647 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| WealthPLAN Partners, LLC | History | Added to | 5,127 | 723 | 0.11% | 0.11% | 648 | +2 | 0.04% | Q4 2025 | Feb 12, 2026 |
| Jackson Hole Capital Partners, LLC | History | No change | 5,128 | 723 | 0.12% | 0.12% | 649 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Reduced | 5,119 | 722 | 0.02% | 0.02% | 650 | -30 | -0.58% | Q4 2025 | Jan 12, 2026 |
| CapWealth Advisors, LLC | History | Reduced | 5,085 | 717 | 0.05% | 0.05% | 651 | -126 | -2.42% | Q4 2025 | Feb 06, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 5,052 | 713 | 0.09% | 0.09% | 652 | +35 | 0.7% | Q4 2025 | Feb 13, 2026 |
| Fusion Family Wealth, LLC | History | Added to | 5,032 | 710 | 0.05% | 0.05% | 653 | +194 | 4.01% | Q4 2025 | Feb 04, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Added to | 5,037 | 710 | 0.07% | 0.07% | 654 | +3 | 0.06% | Q4 2025 | Jan 27, 2026 |
| Aspen Grove Capital, LLC | History | Added to | 5,025 | 709 | 0.12% | 0.12% | 655 | +56 | 1.13% | Q4 2025 | Feb 17, 2026 |
| 55 North Private Wealth, LLC | History | New | 5,000 | 705 | 0.19% | — | 657 | +5,000 | New | Q4 2025 | Jan 27, 2026 |
| Sculati Wealth Management, LLC | History | Reduced | 4,999 | 705 | 0.25% | 0.35% | 656 | -1,999 | -28.57% | Q4 2025 | Feb 05, 2026 |
| Montis Financial, LLC | History | Added to | 4,991 | 704 | 0.14% | 0.16% | 658 | +93 | 1.9% | Q4 2025 | Feb 11, 2026 |
| Ellsworth Advisors, LLC | History | Added to | 4,750 | 702 | 0.14% | 0.12% | 659 | +750 | 18.75% | Q4 2025 | Jan 16, 2026 |
| TOMPKINS FINANCIAL CORP | History | Reduced | 4,960 | 700 | 0.05% | 0.12% | 660 | -5,015 | -50.28% | Q4 2025 | Jan 08, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 4,956 | 699 | 0.01% | 0.01% | 661 | +62 | 1.27% | Q4 2025 | Feb 12, 2026 |
| ALERUS FINANCIAL NA | History | Added to | 4,948 | 698 | 0.03% | 0.03% | 662 | +658 | 15.34% | Q4 2025 | Feb 13, 2026 |
| North Forty Two & Co. | History | No change | 4,902 | 691 | 0.65% | 0.68% | 663 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Brookstone Capital Management | History | Added to | 4,867 | 686 | 0.01% | 0.0% | 664 | +2,203 | 82.7% | Q4 2025 | Jan 15, 2026 |
| RIK SAYLOR FINANCIAL, INC. | History | Reduced | 4,852 | 684 | 0.5% | 0.51% | 666 | -96 | -1.94% | Q4 2025 | Feb 12, 2026 |
| Bedel Financial Consulting, Inc. | History | No change | 4,851 | 684 | 0.07% | 0.09% | 665 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Waldron Private Wealth LLC | History | Reduced | 4,845 | 683 | 0.03% | 0.04% | 667 | -1,719 | -26.19% | Q4 2025 | Jan 14, 2026 |
| Greenfield Savings Bank | History | Reduced | 4,840 | 683 | 0.29% | 0.31% | 668 | -280 | -5.47% | Q4 2025 | Feb 02, 2026 |
| JUNCTURE WEALTH STRATEGIES, LLC | History | Reduced | 4,833 | 682 | 0.22% | 0.24% | 669 | -214 | -4.24% | Q4 2025 | Jan 27, 2026 |
| INVESTED ADVISORS | History | Added to | 4,825 | 681 | 0.71% | 0.56% | 670 | +1,887 | 64.23% | Q4 2025 | Jan 26, 2026 |
| MAYPORT, LLC | History | Added to | 4,768 | 672 | 0.14% | 0.11% | 671 | +1,042 | 27.97% | Q4 2025 | Jan 21, 2026 |
| Strategies Wealth Advisors, LLC | History | Added to | 4,764 | 672 | 0.07% | 0.07% | 672 | +54 | 1.15% | Q4 2025 | Feb 13, 2026 |
| DEARBORN PARTNERS LLC | History | Added to | 4,761 | 671 | 0.03% | 0.03% | 673 | +350 | 7.93% | Q4 2025 | Feb 11, 2026 |
| Portland Global Advisors LLC | History | No change | 4,750 | 670 | 0.07% | 0.08% | 674 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Ocean Park Asset Management, LLC | History | Reduced | 4,740 | 669 | 0.03% | 0.03% | 675 | -329 | -6.49% | Q4 2025 | Jan 15, 2026 |
| MGB Wealth Management, LLC | History | Added to | 4,745 | 669 | 0.19% | 0.19% | 676 | +14 | 0.3% | Q4 2025 | Feb 17, 2026 |
| Crestwood Advisors Group, LLC | History | Reduced | 4,738 | 668 | 0.01% | 0.01% | 677 | -30 | -0.63% | Q4 2025 | Feb 03, 2026 |
| Warwick Investment Management, Inc. | History | Reduced | 4,712 | 665 | 0.1% | 0.12% | 678 | -139 | -2.87% | Q4 2025 | Jan 15, 2026 |
| WEATHERLY ASSET MANAGEMENT L. P. | History | No change | 4,695 | 662 | 0.05% | 0.05% | 679 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Lakeridge Wealth Management LLC | History | Reduced | 4,689 | 661 | 0.3% | 0.42% | 681 | -1,970 | -29.58% | Q4 2025 | Jan 07, 2026 |
| Selective Wealth Management, Inc. | History | Added to | 4,473 | 661 | 0.21% | 0.2% | 680 | +30 | 0.68% | Q4 2025 | Jan 16, 2026 |
| Pinion Investment Advisors, LLC | History | New | 4,679 | 660 | 0.16% | — | 682 | +4,679 | New | Q4 2025 | Jan 29, 2026 |
| Hyposwiss Advisors SA | History | New | 4,675 | 659 | 0.65% | — | 684 | +4,675 | New | Q4 2025 | Feb 17, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 4,673 | 659 | 0.07% | 0.08% | 683 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 4,630 | 653 | 0.01% | 0.01% | 685 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| SHRIER WEALTH MANAGEMENT, LLC | History | New | 4,618 | 651 | 0.26% | — | 687 | +4,618 | New | Q4 2025 | Jan 15, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Added to | 4,616 | 651 | 0.04% | 0.03% | 686 | +600 | 14.94% | Q4 2025 | Jan 15, 2026 |
| GREENLEAF TRUST | History | Reduced | 4,609 | 650 | 0.01% | 0.01% | 688 | -375 | -7.52% | Q4 2025 | Jan 21, 2026 |
| Trivium Point Advisory, LLC | History | Reduced | 4,592 | 648 | 0.07% | 0.08% | 689 | -638 | -12.2% | Q4 2025 | Jan 26, 2026 |
| BEARING POINT CAPITAL, LLC | History | New | 4,585 | 647 | 0.1% | — | 692 | +4,585 | New | Q4 2025 | Feb 10, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 4,551 | 647 | 0.0% | 0.0% | 691 | -138 | -2.94% | Q4 2025 | Feb 05, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Reduced | 4,587 | 647 | 0.0% | 0.0% | 690 | -100 | -2.13% | Q4 2025 | Feb 12, 2026 |
| Spire Wealth Management | History | Added to | 4,566 | 644 | 0.02% | 0.02% | 693 | +100 | 2.24% | Q4 2025 | Jan 14, 2026 |
| Keystone Wealth Services, LLC | History | Reduced | 4,568 | 644 | 0.14% | 0.14% | 694 | -66 | -1.42% | Q4 2025 | Jan 26, 2026 |
| CONNABLE OFFICE INC | History | No change | 4,556 | 643 | 0.06% | 0.06% | 695 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Florida Trust Wealth Management Co | History | No change | 4,546 | 641 | 0.02% | 0.02% | 696 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Mowery & Schoenfeld Wealth Management, LLC | History | No change | 4,545 | 641 | 0.93% | 1.11% | 697 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Mascoma Wealth Management LLC | History | Reduced | 4,522 | 638 | 0.14% | 0.15% | 698 | -117 | -2.52% | Q4 2025 | Feb 04, 2026 |
| Ascent Group, LLC | History | Added to | 4,510 | 636 | 0.02% | 0.02% | 699 | +77 | 1.74% | Q4 2025 | Jan 20, 2026 |
| Fonville Wealth Management LLC | History | Added to | 4,482 | 632 | 0.13% | 0.14% | 700 | +20 | 0.45% | Q4 2025 | Jan 23, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 4,463 | 629 | 0.01% | 0.01% | 701 | +69 | 1.57% | Q4 2025 | Feb 09, 2026 |
| Compass Ion Advisors, LLC | History | No change | 4,456 | 628 | 0.06% | 0.06% | 702 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Heartwood Wealth Advisors LLC | History | Reduced | 4,403 | 621 | 0.06% | 0.06% | 703 | -6 | -0.14% | Q4 2025 | Jan 12, 2026 |
| Summit Financial Strategies, Inc. | History | No change | 4,392 | 619 | 0.05% | 0.05% | 704 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| CATALYST FINANCIAL PARTNERS LLC | History | No change | 4,389 | 619 | 0.07% | 0.08% | 705 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| SouthState Bank Corp | History | Reduced | 4,366 | 616 | 0.03% | 0.03% | 706 | -81 | -1.82% | Q4 2025 | Feb 11, 2026 |
| Investors Research Corp | History | Reduced | 4,334 | 611 | 0.11% | 0.12% | 707 | -75 | -1.7% | Q4 2025 | Jan 06, 2026 |
| SkyOak Wealth, LLC | History | Reduced | 4,334 | 611 | 0.11% | 0.12% | 708 | -35 | -0.8% | Q4 2025 | Feb 05, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 4,313 | 609 | 0.03% | 0.03% | 709 | +196 | 4.76% | Q4 2025 | Feb 13, 2026 |
| Ledyard National Bank | History | Reduced | 4,310 | 608 | 0.05% | 0.06% | 710 | -142 | -3.19% | Q4 2025 | Jan 21, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Reduced | 4,313 | 608 | 0.54% | 0.57% | 711 | -8 | -0.19% | Q4 2025 | Jan 29, 2026 |
| Summit Financial, LLC | History | Added to | 4,300 | 606 | 0.01% | 0.01% | 712 | +566 | 15.16% | Q4 2025 | Feb 13, 2026 |
| Nilsine Partners, LLC | History | Added to | 4,289 | 605 | 0.05% | 0.02% | 713 | +2,783 | 184.79% | Q4 2025 | Jan 15, 2026 |
| Bank of Jackson Hole Trust | History | Added to | 4,275 | 603 | 0.29% | 0.21% | 715 | +1,350 | 46.15% | Q4 2025 | Feb 12, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 4,276 | 603 | 0.03% | 0.02% | 714 | +426 | 11.06% | Q4 2025 | Feb 09, 2026 |
| Fiduciary Group, LLC | History | No change | 4,264 | 601 | 0.05% | 0.05% | 716 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | Added to | 4,251 | 600 | 0.19% | 0.28% | 717 | +22 | 0.52% | Q4 2025 | Jan 23, 2026 |
| Realta Investment Advisors | History | Added to | 4,218 | 595 | 0.19% | 0.19% | 718 | +176 | 4.35% | Q4 2025 | Jan 20, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 4,175 | 589 | 0.01% | 0.0% | 719 | +2,699 | 182.86% | Q4 2025 | Feb 10, 2026 |
| Procyon Advisors, LLC | History | Added to | 4,179 | 589 | 0.03% | 0.03% | 720 | +571 | 15.83% | Q4 2025 | Jan 07, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | Reduced | 4,178 | 589 | 0.08% | 0.09% | 721 | -45 | -1.07% | Q4 2025 | Jan 21, 2026 |
| BIP Wealth, LLC | History | Reduced | 4,147 | 585 | 0.02% | 0.03% | 722 | -425 | -9.3% | Q4 2025 | Jan 21, 2026 |
| Atria Investments, Inc | History | Added to | 4,122 | 581 | 0.01% | 0.01% | 723 | +431 | 11.68% | Q4 2025 | Feb 05, 2026 |
| REGATTA CAPITAL GROUP, LLC | History | Reduced | 4,123 | 581 | 0.09% | 0.09% | 724 | -41 | -0.98% | Q4 2025 | Jan 13, 2026 |
| Madrona Financial Services, LLC | History | Reduced | 4,092 | 577 | 0.12% | 0.13% | 725 | -63 | -1.52% | Q4 2025 | Jan 22, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | Reduced | 4,080 | 575 | 0.06% | 0.07% | 727 | -639 | -13.54% | Q4 2025 | Jan 20, 2026 |
| BARRETT & COMPANY, INC. | History | Added to | 4,077 | 575 | 0.19% | 0.2% | 726 | +32 | 0.79% | Q4 2025 | Jan 28, 2026 |
| Integris Wealth Management, LLC | History | No change | 4,036 | 569 | 0.13% | 0.14% | 728 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| ARTHUR M. COHEN & ASSOCIATES, LLC | History | Reduced | 4,004 | 565 | 0.09% | 0.1% | 729 | -265 | -6.21% | Q4 2025 | Feb 17, 2026 |
| Heck Capital Advisors, LLC | History | New | 4,000 | 564 | 0.04% | — | 731 | +4,000 | New | Q4 2025 | Jan 16, 2026 |
| Harpswell Capital Advisors, LLC | History | No change | 4,000 | 564 | 0.45% | 0.54% | 730 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Rockwood Wealth Management, LLC | History | No change | 3,994 | 563 | 0.04% | 0.05% | 732 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| STEINBERGANNA WEALTH MANAGEMENT | History | Reduced | 3,988 | 562 | 0.26% | 0.28% | 734 | -133 | -3.23% | Q4 2025 | Jan 26, 2026 |
| CAHABA WEALTH MANAGEMENT, INC. | History | Added to | 3,987 | 562 | 0.04% | 0.04% | 733 | +28 | 0.71% | Q4 2025 | Jan 07, 2026 |
| NVWM, LLC | History | Reduced | 3,970 | 560 | 0.12% | 0.13% | 735 | -111 | -2.72% | Q4 2025 | Jan 20, 2026 |
| PPS&V ASSET MANAGEMENT CONSULTANTS, INC. | History | No change | 3,972 | 560 | 0.33% | 0.33% | 736 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| IRON Financial LLC | History | Added to | 3,940 | 556 | 0.26% | 0.27% | 737 | +35 | 0.9% | Q4 2025 | Jan 22, 2026 |
| BBR PARTNERS, LLC | History | No change | 3,926 | 554 | 0.03% | 0.03% | 738 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | No change | 3,893 | 549 | 0.02% | 0.02% | 739 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Purkiss Capital Advisors LLC | History | Reduced | 3,871 | 546 | 0.26% | 0.29% | 740 | -468 | -10.79% | Q4 2025 | Feb 04, 2026 |
| Charter Capital Management, LLC\DE | History | No change | 3,873 | 546 | 0.28% | 0.3% | 741 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Worth Financial Advisory Group, LLC | History | Added to | 3,863 | 545 | 0.26% | 0.3% | 743 | +161 | 4.35% | Q4 2025 | Jan 16, 2026 |
| SeaCrest Wealth Management, LLC | History | Added to | 3,824 | 545 | 0.06% | 0.06% | 742 | +1 | 0.03% | Q4 2025 | Jan 12, 2026 |
| SIGNATUREFD, LLC | History | No change | 3,851 | 543 | 0.01% | 0.01% | 744 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Triangle Securities Wealth Management | History | No change | 3,825 | 539 | 0.11% | 0.12% | 745 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Neumann Capital Management, LLC | History | No change | 3,819 | 539 | 0.16% | 0.16% | 746 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Samalin Investment Counsel, LLC | History | Reduced | 3,796 | 535 | 0.19% | 0.19% | 747 | -161 | -4.07% | Q4 2025 | Jan 30, 2026 |
| Costello Asset Management, INC | History | Added to | 3,740 | 527 | 0.17% | 0.07% | 748 | +2,342 | 167.53% | Q4 2025 | Feb 03, 2026 |
| Regent Peak Wealth Advisors LLC | History | Reduced | 3,740 | 527 | 0.1% | 0.13% | 749 | -777 | -17.2% | Q4 2025 | Jan 08, 2026 |
| Breakwater Capital Group | History | Reduced | 3,738 | 527 | 0.07% | 0.08% | 750 | -1 | -0.03% | Q4 2025 | Jan 09, 2026 |
| Cambridge Financial Group, LLC | History | Added to | 3,700 | 524 | 0.18% | 0.11% | 753 | +1,341 | 56.85% | Q4 2025 | Jan 09, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 3,713 | 524 | 0.01% | 0.01% | 751 | -254 | -6.4% | Q4 2025 | Feb 03, 2026 |
| WEST PACES ADVISORS INC. | History | No change | 3,714 | 524 | 0.1% | 0.1% | 752 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| SCHNIEDERS CAPITAL MANAGEMENT, LLC. | History | No change | 3,701 | 522 | 0.08% | 0.09% | 754 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Hoese & Co LLP | History | No change | 3,695 | 521 | 0.37% | 0.4% | 755 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Litman Gregory Wealth Management LLC | History | Added to | 3,685 | 520 | 0.04% | 0.04% | 756 | +285 | 8.38% | Q4 2025 | Feb 12, 2026 |
| Trilogy Capital Inc. | History | Added to | 3,691 | 520 | 0.02% | 0.02% | 757 | +135 | 3.8% | Q4 2025 | Jan 22, 2026 |
| StoneX Group Inc. | History | Added to | 3,663 | 518 | 0.02% | 0.02% | 758 | +956 | 35.32% | Q4 2025 | Feb 12, 2026 |
| Carl P. Sherr & Co., LLC | History | No change | 3,432 | 516 | 0.23% | 0.23% | 759 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Interchange Capital Partners, LLC | History | Added to | 3,649 | 515 | 0.1% | 0.1% | 760 | +17 | 0.47% | Q4 2025 | Jan 30, 2026 |
| Red Tortoise LLC | History | Added to | 3,646 | 514 | 0.22% | 0.22% | 761 | +5 | 0.14% | Q4 2025 | Jan 22, 2026 |
| Bull Street Advisors, LLC | History | No change | 3,625 | 512 | 0.24% | 0.24% | 762 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Global Trust Wealth Management LLC | History | New | 3,626 | 511 | 0.38% | — | 764 | +3,626 | New | Q4 2025 | Jan 28, 2026 |
| SMITH CHAS P & ASSOCIATES PA CPAS | History | Added to | 3,624 | 511 | 0.03% | 0.04% | 763 | +620 | 20.64% | Q4 2025 | Feb 09, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 3,602 | 508 | 0.01% | 0.01% | 766 | +395 | 12.32% | Q4 2025 | Feb 02, 2026 |
| Clark Capital Management Group, Inc. | History | No change | 3,605 | 508 | 0.0% | 0.0% | 765 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| ROGCO, LP | History | No change | 3,590 | 506 | 0.17% | 0.18% | 767 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Mezzasalma Advisors, LLC | History | Added to | 3,537 | 504 | 0.12% | 0.13% | 769 | +30 | 0.86% | Q4 2025 | Jan 21, 2026 |
| Navis Wealth Advisors, LLC | History | Added to | 3,577 | 504 | 0.21% | 0.38% | 768 | +11 | 0.31% | Q4 2025 | Feb 13, 2026 |
| Pines Wealth Management, LLC | History | No change | 3,572 | 504 | 0.16% | 0.17% | 770 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| TFB Advisors LLC | History | Added to | 3,510 | 495 | 0.14% | 0.14% | 771 | +27 | 0.78% | Q4 2025 | Feb 13, 2026 |
| Bank of New Hampshire | History | New | 3,500 | 493 | 0.11% | — | 773 | +3,500 | New | Q4 2025 | Mar 16, 2026 |
| Hixon Zuercher, LLC | History | Added to | 3,499 | 493 | 0.15% | 0.15% | 772 | +17 | 0.49% | Q4 2025 | Jan 26, 2026 |
| ANB BANK | History | Reduced | 3,489 | 492 | 0.2% | 0.2% | 774 | -35 | -0.99% | Q4 2025 | Feb 13, 2026 |
| INVESTMENT PARTNERS, LTD. | History | Added to | 3,478 | 490 | 0.17% | 0.17% | 775 | +6 | 0.17% | Q4 2025 | Feb 10, 2026 |
| truNorth Financial Services, Inc. | History | New | 3,470 | 489 | 0.53% | — | 776 | +3,470 | New | Q4 2025 | Feb 17, 2026 |
| FEDERATED HERMES, INC. | History | New | 3,460 | 488 | 0.0% | — | 777 | +3,460 | New | Q4 2025 | Feb 12, 2026 |
| Cambridge Advisors Inc. | History | No change | 3,450 | 486 | 0.09% | 0.1% | 778 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Sage Capital Management, LLC | History | Added to | 3,403 | 480 | 0.22% | 0.22% | 779 | +23 | 0.68% | Q4 2025 | Jan 15, 2026 |
| Bangor Savings Bank | History | Reduced | 3,388 | 478 | 0.04% | 0.04% | 781 | -118 | -3.37% | Q4 2025 | Jan 16, 2026 |
| Baring Financial LLC | History | Reduced | 3,391 | 478 | 0.29% | 0.33% | 782 | -15 | -0.44% | Q4 2025 | Jan 07, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 3,390 | 478 | 0.02% | 0.02% | 780 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| MOODY LYNN & LIEBERSON, LLC | History | No change | 3,385 | 477 | 0.03% | 0.03% | 783 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Chancellor Financial Group WB LP | History | No change | 3,383 | 477 | 0.32% | 0.34% | 784 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| CERTUITY, LLC | History | Added to | 3,376 | 476 | 0.03% | 0.03% | 786 | +227 | 7.21% | Q4 2025 | Jan 30, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Added to | 3,373 | 476 | 0.01% | 0.01% | 787 | +55 | 1.66% | Q4 2025 | Feb 13, 2026 |
| Secure Asset Management, LLC | History | Added to | 3,379 | 476 | 0.07% | 0.08% | 785 | +14 | 0.42% | Q4 2025 | Jan 20, 2026 |
| Total Clarity Wealth Management, Inc. | History | Added to | 3,367 | 475 | 0.11% | 0.12% | 788 | +300 | 9.78% | Q4 2025 | Feb 02, 2026 |
| Allie Family Office LLC | History | No change | 3,370 | 475 | 0.22% | 0.23% | 789 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Kelsey Financial, LLC | History | New | 3,354 | 473 | 0.41% | — | 791 | +3,354 | New | Q4 2025 | Jan 23, 2026 |
| M. Kulyk & Associates, LLC | History | Added to | 3,358 | 473 | 0.09% | 0.1% | 790 | +3 | 0.09% | Q4 2025 | Jan 08, 2026 |
| Weaver Consulting Group | History | Reduced | 3,347 | 472 | 0.12% | 0.13% | 792 | -247 | -6.87% | Q4 2025 | Feb 10, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 3,343 | 471 | 0.0% | 0.0% | 793 | -20 | -0.59% | Q4 2025 | Jan 13, 2026 |
| TBH Global Asset Management, LLC | History | Added to | 3,324 | 469 | 0.08% | 0.06% | 794 | +1,048 | 46.05% | Q4 2025 | Jan 29, 2026 |
| Peak Planning Group, LLC | History | New | 3,313 | 467 | 0.13% | — | 795 | +3,313 | New | Q4 2025 | Feb 13, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 3,294 | 464 | 0.01% | 0.01% | 796 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Smith Thornton Advisors LLC | History | No change | 3,275 | 462 | 0.24% | 0.24% | 797 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Added to | 3,270 | 461 | 0.08% | 0.08% | 798 | +19 | 0.58% | Q4 2025 | Feb 10, 2026 |
| Providence Capital Advisors, LLC | History | Added to | 3,264 | 460 | 0.08% | 0.07% | 799 | +262 | 8.73% | Q4 2025 | Feb 12, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Reduced | 3,264 | 460 | 0.05% | 0.06% | 800 | -3 | -0.09% | Q4 2025 | Jan 09, 2026 |