iShares, Inc. - IEMG
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 18 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 | 173,229,291 | 11,644,472 | 0.85% | 0.76% | 1 | +2,317,500 | 1.36% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 102,793,787 | 6,909,798 | 0.41% | 0.39% | 2 | +3,977,053 | 4.02% | Q4 2025 | Feb 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 78,380,258 | 5,268,720 | 1.56% | 1.33% | 3 | +8,250,010 | 11.76% | Q4 2025 | Feb 10, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 76,703,320 | 5,155,997 | 0.94% | 0.72% | 4 | +19,214,929 | 33.42% | Q4 2025 | Feb 13, 2026 |
| Creative Planning | History | Added to | 76,276,642 | 5,127,315 | 3.67% | 3.78% | 5 | +1,167,233 | 1.55% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Added to | 52,461,199 | 3,526,441 | 0.96% | 0.9% | 6 | +5,465,951 | 11.63% | Q4 2025 | Feb 11, 2026 |
| BlackRock, Inc. | History | Added to | 49,411,892 | 3,321,467 | 0.06% | 0.05% | 7 | +5,687,633 | 13.01% | Q4 2025 | Feb 12, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 48,001,963 | 3,226,692 | 0.2% | 0.18% | 8 | +1,643,185 | 3.54% | Q4 2025 | Feb 11, 2026 |
| Wealthfront Advisers LLC | History | Added to | 38,895,734 | 2,614,571 | 5.84% | 5.82% | 9 | +1,258,756 | 3.34% | Q4 2025 | Jan 30, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 32,487,788 | 2,187,057 | 5.24% | 5.21% | 10 | -162,264 | -0.5% | Q4 2025 | Feb 11, 2026 |
| US BANCORP \DE\ | History | Added to | 28,941,277 | 1,945,454 | 2.28% | 2.22% | 11 | +529,252 | 1.86% | Q4 2025 | Jan 30, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 28,635,564 | 1,924,882 | 0.24% | 0.25% | 12 | -2,623,492 | -8.39% | Q4 2025 | Mar 25, 2026 |
| FMR LLC | History | Added to | 22,613,548 | 1,520,082 | 0.08% | 0.07% | 13 | +2,209,585 | 10.83% | Q4 2025 | Feb 17, 2026 |
| State of New Jersey Common Pension Fund D | History | No change | 22,561,008 | 1,516,550 | 5.48% | 5.47% | 14 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 19,550,576 | 1,314,189 | 0.41% | 0.39% | 15 | +980,118 | 5.28% | Q4 2025 | Feb 18, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 18,568,675 | 1,248,186 | 0.76% | 0.09% | 16 | +16,649,206 | 867.39% | Q4 2025 | Feb 17, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 18,337,027 | 1,232,614 | 0.78% | 0.81% | 17 | -62,486 | -0.34% | Q4 2025 | Feb 10, 2026 |
| WIT, LLC | History | Reduced | 16,350,665 | 1,099,091 | 22.03% | 24.66% | 18 | -167,015 | -1.01% | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Added to | 16,085,473 | 1,081,265 | 0.19% | 0.15% | 19 | +3,795,631 | 30.88% | Q4 2025 | Feb 10, 2026 |
| UBS Group AG | History | Added to | 14,387,278 | 967,112 | 0.16% | 0.14% | 20 | +744,050 | 5.45% | Q4 2025 | Jan 29, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 13,755,377 | 924,636 | 0.5% | 0.53% | 21 | +465,443 | 3.5% | Q4 2025 | Feb 06, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 12,804,813 | 860,739 | 3.02% | 2.77% | 22 | +1,387,943 | 12.16% | Q4 2025 | Feb 06, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 10,817,585 | 727,158 | 0.11% | 0.11% | 23 | +96,028 | 0.9% | Q4 2025 | Feb 13, 2026 |
| M&T BANK CORP | History | Added to | 9,739,323 | 654,677 | 2.1% | 2.04% | 24 | +546,047 | 5.94% | Q4 2025 | Jan 30, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 9,541,588 | 641,385 | 1.22% | 1.15% | 25 | +1,021,822 | 11.99% | Q4 2025 | Feb 17, 2026 |
| SEI INVESTMENTS CO | History | Added to | 9,479,476 | 637,208 | 0.63% | 0.67% | 26 | +29,858 | 0.32% | Q4 2025 | Feb 13, 2026 |
| Cetera Investment Advisers | History | Added to | 9,358,810 | 629,099 | 0.69% | 0.63% | 27 | +1,123,947 | 13.65% | Q4 2025 | Feb 17, 2026 |
| ASSETMARK, INC | History | Added to | 8,930,119 | 600,282 | 1.22% | 1.25% | 28 | +73,233 | 0.83% | Q4 2025 | Jan 23, 2026 |
| Mariner, LLC | History | Added to | 8,338,176 | 560,528 | 0.67% | 0.65% | 29 | +751,944 | 9.91% | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 7,682,818 | 516,439 | 0.08% | — | 30 | +7,682,818 | New | Q4 2025 | Feb 17, 2026 |
| Retirement Systems of Alabama | History | No change | 7,584,431 | 509,825 | 1.66% | 1.66% | 31 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 7,290,946 | 490,097 | 1.19% | 1.0% | 32 | +1,632,797 | 28.86% | Q4 2025 | Feb 13, 2026 |
| Asset Management One Co., Ltd. | History | Added to | 7,041,715 | 473,344 | 1.32% | 1.32% | 33 | +125,403 | 1.81% | Q4 2025 | Jan 27, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 6,965,701 | 468,234 | 0.16% | 0.17% | 34 | +319,481 | 4.81% | Q4 2025 | Feb 12, 2026 |
| Jordan Park Group LLC | History | Added to | 6,826,448 | 458,873 | 26.59% | 25.33% | 35 | +34,466 | 0.51% | Q4 2025 | Feb 10, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 6,756,428 | 454,091 | 0.1% | 0.06% | 36 | +2,578,693 | 61.72% | Q4 2025 | Feb 17, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 6,749,305 | 453,688 | 0.14% | 0.14% | 37 | -10,512 | -0.16% | Q4 2025 | Feb 17, 2026 |
| Dynasty Wealth Management, LLC | History | Added to | 6,740,260 | 453,080 | 4.45% | 3.68% | 38 | +2,555,569 | 61.07% | Q4 2025 | Feb 10, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 6,649,583 | 446,984 | 0.6% | 0.48% | 39 | +1,288,762 | 24.04% | Q4 2025 | Feb 02, 2026 |
| Invesco Ltd. | History | Reduced | 6,484,363 | 435,878 | 0.07% | 0.1% | 40 | -2,985,249 | -31.52% | Q4 2025 | Feb 19, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 6,317,046 | 424,632 | 3.6% | 2.63% | 41 | +1,205,412 | 23.58% | Q4 2025 | Jan 05, 2026 |
| Betterment LLC | History | Reduced | 5,912,312 | 397,426 | 0.76% | 0.79% | 42 | -188,893 | -3.1% | Q4 2025 | Feb 12, 2026 |
| CITIGROUP INC | History | Reduced | 5,772,847 | 388,050 | 0.17% | 0.23% | 43 | -1,954,858 | -25.3% | Q4 2025 | Feb 13, 2026 |
| CWM, LLC | History | Added to | 5,690,088 | 382,488 | 1.04% | 0.88% | 44 | +1,273,614 | 28.84% | Q4 2025 | Jan 26, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 5,666,498 | 380,901 | 2.88% | 2.89% | 45 | +150,836 | 2.73% | Q4 2025 | Feb 12, 2026 |
| Cerity Partners LLC | History | Added to | 5,286,074 | 355,424 | 0.52% | 0.51% | 46 | +550,226 | 11.62% | Q4 2025 | Feb 11, 2026 |
| Municipal Employees' Retirement System of Michigan | History | Added to | 5,227,998 | 351,426 | 3.98% | 3.64% | 47 | +454,887 | 9.53% | Q4 2025 | Feb 06, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 4,954,863 | 333,066 | 0.3% | 0.27% | 48 | +389,536 | 8.53% | Q4 2025 | Feb 13, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 4,799,216 | 322,603 | 0.05% | 0.0% | 49 | +4,795,258 | 121153.56% | Q4 2025 | Feb 12, 2026 |
| STATE STREET CORP | History | Reduced | 4,399,829 | 295,756 | 0.01% | 0.01% | 50 | -187,147 | -4.08% | Q4 2025 | Feb 13, 2026 |
| Nationwide Fund Advisors | History | Added to | 4,090,138 | 274,939 | 11.77% | 11.62% | 51 | +893,391 | 27.95% | Q4 2025 | Jan 23, 2026 |
| Ballentine Partners, LLC | History | Reduced | 4,062,003 | 273,047 | 3.84% | 3.83% | 52 | -124,252 | -2.97% | Q4 2025 | Feb 03, 2026 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | History | Added to | 4,047,517 | 272,074 | 2.19% | 2.09% | 53 | +164,786 | 4.24% | Q4 2025 | Jan 27, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 3,947,568 | 265,355 | 0.07% | 0.06% | 54 | +63,592 | 1.64% | Q4 2025 | Feb 11, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 3,901,270 | 262,243 | 0.6% | 0.5% | 55 | +704,984 | 22.06% | Q4 2025 | Feb 11, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 3,821,180 | 256,859 | 1.55% | 1.66% | 56 | +316,932 | 9.04% | Q4 2025 | Feb 17, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 3,540,233 | 237,974 | 0.85% | 0.73% | 57 | +392,427 | 12.47% | Q4 2025 | Jan 30, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 3,285,434 | 220,846 | 1.21% | 0.73% | 58 | +1,345,599 | 69.37% | Q4 2025 | Feb 12, 2026 |
| Matson Money. Inc. | History | Added to | 3,182,097 | 213,900 | 6.76% | 6.9% | 59 | +1,231 | 0.04% | Q4 2025 | Jan 20, 2026 |
| Stairway Partners, LLC | History | Reduced | 3,173,688 | 213,335 | 11.04% | 12.33% | 60 | -349,977 | -9.93% | Q4 2025 | Jan 05, 2026 |
| FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | History | New | 3,090,192 | 207,722 | 1.74% | — | 61 | +3,090,192 | New | Q4 2025 | Feb 11, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 3,064,674 | 206,007 | 0.65% | 0.61% | 62 | +174,199 | 6.03% | Q4 2025 | Feb 02, 2026 |
| Japan Science & Technology Agency | History | Added to | 3,050,554 | 205,058 | 3.77% | 1.28% | 63 | +1,956,084 | 178.72% | Q4 2025 | Feb 06, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 3,048,518 | 205,041 | 0.3% | 0.31% | 64 | -340,926 | -10.06% | Q4 2025 | Feb 17, 2026 |
| HighTower Advisors, LLC | History | Reduced | 2,999,647 | 201,636 | 0.22% | 0.23% | 65 | -95,906 | -3.1% | Q4 2025 | Feb 06, 2026 |
| OpenArc Corporate Advisory, LLC | History | New | 2,961,336 | 199,061 | 3.29% | — | 66 | +2,961,336 | New | Q4 2025 | Feb 13, 2026 |
| Valeo Financial Advisors, LLC | History | Reduced | 2,930,230 | 196,970 | 4.38% | 4.45% | 67 | -31,742 | -1.07% | Q4 2025 | Feb 04, 2026 |
| NORTHERN TRUST CORP | History | Added to | 2,899,388 | 194,896 | 0.02% | 0.02% | 68 | +128,492 | 4.64% | Q4 2025 | Feb 17, 2026 |
| Haverford Trust Co | History | Reduced | 2,882,452 | 193,758 | 1.73% | 1.72% | 69 | -13,993 | -0.48% | Q4 2025 | Feb 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 2,826,773 | 190,015 | 0.25% | 0.21% | 70 | +423,140 | 17.6% | Q4 2025 | Feb 12, 2026 |
| Focus Partners Wealth | History | Added to | 2,801,924 | 187,698 | 0.21% | 0.23% | 71 | +634,762 | 29.29% | Q4 2025 | Feb 13, 2026 |
| Merit Financial Group, LLC | History | Added to | 2,584,820 | 173,751 | 1.39% | 1.17% | 72 | +658,031 | 34.15% | Q4 2025 | Jan 26, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 2,553,444 | 171,642 | 0.06% | 0.06% | 73 | +31,843 | 1.26% | Q4 2025 | Feb 11, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Added to | 2,545,417 | 171,102 | 4.09% | 4.13% | 74 | +6,036 | 0.24% | Q4 2025 | Feb 03, 2026 |
| Blue Trust, Inc. | History | Reduced | 2,464,405 | 165,657 | 1.87% | 1.84% | 75 | -20,171 | -0.81% | Q4 2025 | Jan 16, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 2,460,841 | 165,417 | 0.46% | 0.51% | 76 | -17,415 | -0.7% | Q4 2025 | Jan 26, 2026 |
| NewEdge Advisors, LLC | History | Added to | 2,423,535 | 162,910 | 0.59% | 0.61% | 77 | +394,834 | 19.46% | Q4 2025 | Feb 18, 2026 |
| Baird Financial Group, Inc. | History | Added to | 2,413,373 | 162,226 | 0.25% | 0.24% | 78 | +124,347 | 5.43% | Q4 2025 | Feb 13, 2026 |
| Mill Creek Capital Advisors, LLC | History | Added to | 2,392,705 | 160,837 | 3.28% | 3.23% | 79 | +14,648 | 0.62% | Q4 2025 | Feb 13, 2026 |
| ALESCO ADVISORS LLC | History | Reduced | 2,364,693 | 158,954 | 4.11% | 4.34% | 80 | -63,204 | -2.6% | Q4 2025 | Jan 28, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 2,338,733 | 157,209 | 0.6% | 0.69% | 81 | -317,701 | -11.96% | Q4 2025 | Feb 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 2,329,384 | 156,580 | 0.24% | 0.28% | 82 | -223,931 | -8.77% | Q4 2025 | Feb 18, 2026 |
| Hirtle Callaghan & Co LLC | History | Added to | 2,280,708 | 153,309 | 5.22% | 5.15% | 83 | +57,851 | 2.6% | Q4 2025 | Feb 04, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | Added to | 2,271,502 | 152,690 | 7.25% | 7.23% | 84 | +12,583 | 0.56% | Q4 2025 | Jan 23, 2026 |
| MAI Capital Management | History | Added to | 2,262,898 | 152,112 | 0.87% | 0.9% | 85 | +81,874 | 3.75% | Q4 2025 | Feb 13, 2026 |
| JB Capital LLC | History | Added to | 2,219,576 | 149,199 | 6.09% | 4.88% | 86 | +504,076 | 29.38% | Q4 2025 | Jan 20, 2026 |
| Balentine LLC | History | Added to | 2,208,783 | 148,474 | 5.63% | 5.24% | 87 | +53,379 | 2.48% | Q4 2025 | Feb 02, 2026 |
| Hackensack Meridian Health, Inc. | History | No change | 2,185,000 | 146,875 | 13.39% | 14.8% | 88 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 2,131,471 | 143,277 | 1.88% | 1.47% | 89 | +597,158 | 38.92% | Q4 2025 | Feb 10, 2026 |
| Members Trust Co | History | Reduced | 2,122,469 | 142,672 | 4.65% | 4.68% | 90 | -36,933 | -1.71% | Q4 2025 | Jan 15, 2026 |
| Nuveen, LLC | History | Reduced | 2,117,263 | 142,322 | 0.04% | 0.04% | 91 | -241,604 | -10.24% | Q4 2025 | Feb 12, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 2,412,584 | 142,307 | 2.59% | 2.46% | 92 | +210,919 | 9.58% | Q4 2025 | Jan 07, 2026 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | History | Added to | 2,114,082 | 142,108 | 5.3% | 5.47% | 93 | +26,568 | 1.27% | Q4 2025 | Feb 13, 2026 |
| Southern Farm Bureau Life Insurance | History | Added to | 1,964,259 | 132,051 | 13.64% | 14.06% | 94 | +150,500 | 8.3% | Q4 2025 | Jan 28, 2026 |
| Quotient Wealth Partners, LLC | History | Reduced | 1,960,087 | 131,757 | 3.51% | 3.62% | 95 | -42,903 | -2.14% | Q4 2025 | Jan 22, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 1,941,744 | 130,524 | 2.32% | 2.33% | 96 | +174,900 | 9.9% | Q4 2025 | Jan 16, 2026 |
| University of Pittsburgh - Of the Commonwealth System of Higher Education | History | Added to | 1,933,838 | 129,992 | 99.81% | 99.75% | 97 | +32,820 | 1.73% | Q4 2025 | Feb 09, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 1,920,644 | 129,105 | 0.71% | 0.4% | 98 | +635,233 | 49.42% | Q4 2025 | Jan 29, 2026 |
| BESSEMER GROUP INC | History | Added to | 1,903,795 | 127,973 | 0.2% | 0.16% | 99 | +319,867 | 20.19% | Q4 2025 | Feb 05, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 1,803,183 | 126,637 | 0.17% | 0.18% | 100 | +5,611 | 0.31% | Q4 2025 | Jan 08, 2026 |
| Elo Mutual Pension Insurance Co | History | No change | 1,867,100 | 125,506 | 1.92% | 2.02% | 101 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Corient Private Wealth LLC | History | Reduced | 1,860,698 | 124,250 | 0.17% | 0.19% | 102 | -13,888 | -0.74% | Q4 2025 | Mar 09, 2026 |
| Passaic Partners LLC | History | Added to | 1,774,646 | 119,291 | 12.35% | 9.16% | 103 | +620,246 | 53.73% | Q4 2025 | Feb 11, 2026 |
| Venturi Wealth Management, LLC | History | Reduced | 1,744,682 | 117,277 | 5.21% | 7.38% | 104 | -667,663 | -27.68% | Q4 2025 | Jan 22, 2026 |
| AE Wealth Management LLC | History | Reduced | 1,719,605 | 115,591 | 0.66% | 0.73% | 105 | -28,161 | -1.61% | Q4 2025 | Jan 26, 2026 |
| Financiere des Professionnels - Fonds d'investissement inc. | History | Added to | 1,711,348 | 115,036 | 6.52% | 6.26% | 106 | +61,000 | 3.7% | Q4 2025 | Feb 11, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 1,695,058 | 113,941 | 0.91% | 0.59% | 107 | -9,909 | -0.58% | Q4 2025 | Feb 13, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 1,608,892 | 108,149 | 2.42% | 0.28% | 108 | +1,432,521 | 812.22% | Q4 2025 | Jan 27, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 1,579,171 | 106,151 | 0.19% | 0.14% | 109 | +491,684 | 45.21% | Q4 2025 | Mar 16, 2026 |
| J. Safra Sarasin Holding AG | History | Added to | 1,547,557 | 104,026 | 1.69% | 1.59% | 110 | +56,850 | 3.81% | Q4 2025 | Jan 15, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 1,529,431 | 102,808 | 1.38% | 1.42% | 111 | -39,134 | -2.49% | Q4 2025 | Jan 30, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 1,504,889 | 101,158 | 0.06% | 0.04% | 112 | +584,129 | 63.44% | Q4 2025 | Feb 13, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 1,501,986 | 100,963 | 1.14% | 0.89% | 113 | +358,595 | 31.36% | Q4 2025 | Jan 20, 2026 |
| Elm Partners Management LLC | History | Reduced | 1,484,000 | 99,754 | 4.53% | 4.94% | 114 | -17,164 | -1.14% | Q4 2025 | Feb 10, 2026 |
| Cerity Partners OCIO LLC | History | New | 1,464,323 | 98,431 | 5.45% | — | 115 | +1,464,323 | New | Q4 2025 | Feb 11, 2026 |
| SigFig Wealth Management, LLC | History | Added to | 1,439,528 | 96,816 | 2.89% | 2.85% | 116 | +32,300 | 2.3% | Q4 2025 | Jan 16, 2026 |
| Atria Investments, Inc | History | Added to | 1,404,670 | 94,421 | 1.07% | 0.93% | 117 | +166,736 | 13.47% | Q4 2025 | Feb 05, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 1,390,070 | 93,440 | 2.44% | 2.56% | 118 | +105,443 | 8.21% | Q4 2025 | Feb 02, 2026 |
| Meeder Advisory Services, Inc. | History | Added to | 1,384,026 | 93,034 | 3.99% | 3.9% | 119 | +112,441 | 8.84% | Q4 2025 | Feb 11, 2026 |
| Retirement Investment Advisors, Inc. | History | Added to | 1,382,686 | 92,944 | 7.49% | 7.53% | 120 | +9,250 | 0.67% | Q4 2025 | Jan 21, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 1,366,297 | 91,842 | 1.06% | 1.1% | 121 | -72,779 | -5.06% | Q4 2025 | Jan 21, 2026 |
| Pathstone Holdings, LLC | History | New | 1,356,423 | 91,176 | 0.35% | — | 122 | +1,356,423 | New | Q4 2025 | Feb 13, 2026 |
| COMERICA BANK | History | Added to | 1,356,146 | 91,160 | 0.36% | 0.3% | 123 | +151,395 | 12.57% | Q4 2025 | Jan 29, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 1,306,189 | 87,802 | 0.23% | 0.2% | 124 | +205,556 | 18.68% | Q4 2025 | Feb 05, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 1,287,392 | 86,538 | 0.02% | — | 125 | +1,287,392 | New | Q4 2025 | Feb 13, 2026 |
| Destination Wealth Management | History | Reduced | 1,286,405 | 86,472 | 2.26% | 2.34% | 126 | -2,842 | -0.22% | Q4 2025 | Feb 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 1,281,618 | 86,298 | 0.15% | 0.13% | 127 | +290,945 | 29.37% | Q4 2025 | Feb 05, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 1,248,882 | 86,172 | 0.14% | 0.12% | 128 | +101,494 | 8.85% | Q4 2025 | Jan 15, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,278,606 | 85,947 | 0.92% | 0.94% | 129 | +329,464 | 34.71% | Q4 2025 | Jan 23, 2026 |
| Bridgewater Associates, LP | History | Added to | 1,271,627 | 85,478 | 0.31% | 0.3% | 130 | +110,626 | 9.53% | Q4 2025 | Feb 13, 2026 |
| Wharton Business Group, LLC | History | Reduced | 1,245,797 | 83,742 | 3.18% | 3.63% | 131 | -16,110 | -1.28% | Q4 2025 | Feb 11, 2026 |
| CKW FINANCIAL GROUP | History | Added to | 1,237,112 | 83,159 | 9.02% | 8.95% | 132 | +1,486 | 0.12% | Q4 2025 | Jan 26, 2026 |
| Neuberger Berman Group LLC | History | Added to | 1,235,051 | 83,020 | 0.06% | 0.06% | 133 | +3,482 | 0.28% | Q4 2025 | Feb 13, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 1,186,099 | 79,729 | 1.38% | 0.34% | 134 | +960,834 | 426.53% | Q4 2025 | Feb 09, 2026 |
| MCF Advisors LLC | History | Reduced | 1,185,863 | 79,713 | 4.41% | 4.81% | 135 | -4,586 | -0.39% | Q4 2025 | Feb 11, 2026 |
| Brookstone Capital Management | History | Added to | 1,167,273 | 78,464 | 0.9% | 0.83% | 136 | +113,654 | 10.79% | Q4 2025 | Jan 15, 2026 |
| Fusion Family Wealth, LLC | History | Added to | 1,153,514 | 77,539 | 5.88% | 5.5% | 137 | +40,128 | 3.6% | Q4 2025 | Feb 04, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Added to | 1,103,148 | 77,474 | 1.61% | 1.57% | 138 | +1,141 | 0.1% | Q4 2025 | Jan 26, 2026 |
| Alaska Permanent Capital Management, LLC | History | Reduced | 1,138,722 | 76,552 | 5.8% | 5.72% | 139 | -44,374 | -3.75% | Q4 2025 | Feb 13, 2026 |
| BROWN ADVISORY INC | History | Added to | 1,121,857 | 75,411 | 0.11% | 0.09% | 140 | +15,815 | 1.43% | Q4 2025 | Feb 13, 2026 |
| CHOREO, LLC | History | Added to | 1,090,462 | 73,486 | 0.94% | 0.89% | 141 | +49,463 | 4.75% | Q4 2025 | Jan 23, 2026 |
| Cresset Asset Management, LLC | History | Added to | 1,079,717 | 72,578 | 0.31% | 0.29% | 142 | +85,147 | 8.56% | Q4 2025 | Feb 17, 2026 |
| LINCOLN NATIONAL CORP | History | Reduced | 1,069,133 | 71,867 | 2.1% | 3.22% | 143 | -645,433 | -37.64% | Q4 2025 | Feb 09, 2026 |
| JABODON PT CO | History | New | 1,061,996 | 71,387 | 9.45% | — | 144 | +1,061,996 | New | Q4 2025 | Feb 11, 2026 |
| ASPIRIANT, LLC | History | Added to | 1,052,887 | 70,775 | 2.03% | 2.06% | 145 | +32,951 | 3.23% | Q4 2025 | Jan 20, 2026 |
| Horizon Investments, LLC | History | Reduced | 1,050,694 | 70,627 | 0.89% | 1.02% | 146 | -127,076 | -10.79% | Q4 2025 | Feb 02, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 1,039,693 | 69,888 | 0.23% | 0.26% | 147 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| LM Advisors LLC | History | Reduced | 4,628 | 68,839 | 1.24% | 0.65% | 148 | -64,329 | -93.29% | Q4 2025 | Feb 13, 2026 |
| Capital Analysts, LLC | History | Added to | 1,023,321 | 68,788 | 2.09% | 1.94% | 149 | +14,947 | 1.48% | Q4 2025 | Feb 11, 2026 |
| RiverFront Investment Group, LLC | History | Added to | 1,017,606 | 68,403 | 1.13% | 0.75% | 150 | +371,169 | 57.42% | Q4 2025 | Feb 05, 2026 |
| Gotham Asset Management, LLC | History | Added to | 1,013,747 | 68,144 | 0.25% | 0.25% | 151 | +125,394 | 14.12% | Q4 2025 | Feb 17, 2026 |
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | History | Reduced | 993,000 | 66,749 | 2.23% | 2.45% | 152 | -17,000 | -1.68% | Q4 2025 | Feb 05, 2026 |
| Pictet Asset Management Holding SA | History | Reduced | 988,955 | 66,477 | 0.06% | 0.06% | 153 | -22,500 | -2.22% | Q4 2025 | Jan 29, 2026 |
| REGIONS FINANCIAL CORP | History | New | 987,507 | 66,380 | 0.42% | — | 154 | +987,507 | New | Q4 2025 | Jan 27, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 983,436 | 66,106 | 0.48% | 0.43% | 155 | +146,690 | 17.53% | Q4 2025 | Feb 12, 2026 |
| WHITTIER TRUST CO | History | Added to | 899,452 | 63,168 | 0.68% | 0.66% | 156 | +32,422 | 3.74% | Q4 2025 | Jan 26, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 938,688 | 63,098 | 0.77% | 0.78% | 157 | -80,020 | -7.86% | Q4 2025 | Feb 11, 2026 |
| MIDLAND WEALTH ADVISORS, LLC | History | Added to | 927,837 | 62,369 | 3.25% | 3.2% | 158 | +20,096 | 2.21% | Q4 2025 | Jan 26, 2026 |
| Private Wealth Asset Management, LLC | History | Added to | 921,940 | 61,972 | 6.74% | 7.11% | 159 | +7,609 | 0.83% | Q4 2025 | Feb 10, 2026 |
| &PARTNERS | History | Added to | 913,852 | 61,464 | 0.32% | 0.35% | 160 | +96,061 | 11.75% | Q4 2025 | Feb 17, 2026 |
| Wedmont Private Capital | History | Reduced | 866,536 | 60,458 | 2.1% | 2.15% | 161 | -92 | -0.01% | Q4 2025 | Jan 08, 2026 |
| Heritage Wealth Advisors | History | Added to | 896,439 | 60,258 | 2.3% | 2.53% | 162 | +18,103 | 2.06% | Q4 2025 | Feb 13, 2026 |
| GREENLEAF TRUST | History | Reduced | 895,353 | 60,185 | 0.55% | 0.55% | 163 | -15,814 | -1.74% | Q4 2025 | Jan 21, 2026 |
| Quent Capital, LLC | History | Added to | 881,426 | 59,249 | 4.27% | 4.68% | 164 | +34,636 | 4.09% | Q4 2025 | Jan 29, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 878,174 | 59,030 | 1.08% | 1.11% | 165 | +9,938 | 1.14% | Q4 2025 | Jan 23, 2026 |
| CONNABLE OFFICE INC | History | Reduced | 858,576 | 57,713 | 5.29% | 5.38% | 166 | -20,789 | -2.36% | Q4 2025 | Feb 03, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 856,425 | 57,568 | 0.68% | 0.76% | 167 | -435,926 | -33.73% | Q4 2025 | Feb 13, 2026 |
| Lido Advisors, LLC | History | Reduced | 858,927 | 57,273 | 0.17% | 0.18% | 168 | -11,548 | -1.33% | Q4 2025 | Feb 10, 2026 |
| NorthRock Partners, LLC | History | Added to | 849,669 | 57,114 | 0.96% | 0.68% | 169 | +282,165 | 49.72% | Q4 2025 | Feb 17, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 844,550 | 56,770 | 1.21% | 1.16% | 170 | +60,001 | 7.65% | Q4 2025 | Feb 05, 2026 |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | History | Added to | 833,300 | 56,014 | 1.67% | 1.32% | 171 | +373,300 | 81.15% | Q4 2025 | Feb 13, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 821,543 | 55,224 | 0.42% | 0.42% | 172 | +80,967 | 10.93% | Q4 2025 | Jan 14, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 813,736 | 54,699 | 0.84% | 0.87% | 173 | +12,522 | 1.56% | Q4 2025 | Feb 12, 2026 |
| Heck Capital Advisors, LLC | History | Added to | 803,738 | 54,027 | 4.03% | 3.5% | 174 | +116,408 | 16.94% | Q4 2025 | Jan 16, 2026 |
| 49 WEALTH MANAGEMENT, LLC | History | Added to | 803,679 | 54,023 | 4.4% | 4.33% | 175 | +107,788 | 15.49% | Q4 2025 | Feb 04, 2026 |
| iA Global Asset Management Inc. | History | Reduced | 795,208 | 53,454 | 0.68% | 0.72% | 176 | -6,273 | -0.78% | Q4 2025 | Feb 05, 2026 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | History | Added to | 786,722 | 52,883 | 0.81% | 0.92% | 177 | +23,413 | 3.07% | Q4 2025 | Feb 17, 2026 |
| Octavia Wealth Advisors, LLC | History | Added to | 776,763 | 52,214 | 4.99% | 4.93% | 178 | +24,697 | 3.28% | Q4 2025 | Jan 23, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 774,664 | 52,072 | 3.12% | 1.83% | 179 | +295,153 | 61.55% | Q4 2025 | Jan 20, 2026 |
| Private Advisor Group, LLC | History | Added to | 773,127 | 51,969 | 0.24% | 0.2% | 180 | +149,404 | 23.95% | Q4 2025 | Feb 17, 2026 |
| Chan Zuckerberg Initiative, LLC | History | New | 772,296 | 51,913 | 34.82% | — | 181 | +772,296 | New | Q4 2025 | Feb 17, 2026 |
| TFC Financial Management, Inc. | History | Reduced | 770,352 | 51,783 | 6.49% | 6.53% | 182 | -2,974 | -0.38% | Q4 2025 | Jan 23, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 757,314 | 50,906 | 0.69% | 0.91% | 183 | +36,219 | 5.02% | Q4 2025 | Feb 06, 2026 |
| Connecticut Wealth Management, LLC | History | Added to | 751,866 | 50,540 | 2.2% | 2.08% | 184 | +39,292 | 5.51% | Q4 2025 | Feb 12, 2026 |
| Trustees of Dartmouth College | History | Added to | 744,478 | 50,043 | 12.72% | 7.07% | 185 | +326,778 | 78.23% | Q4 2025 | Jan 14, 2026 |
| Icon Wealth Advisors, LLC | History | Added to | 740,585 | 49,782 | 3.32% | 2.69% | 186 | +137,632 | 22.83% | Q4 2025 | Feb 13, 2026 |
| Parkside Investments, LLC | History | Added to | 695,002 | 46,718 | 5.88% | 5.36% | 187 | +43,815 | 6.73% | Q4 2025 | Feb 09, 2026 |
| Savant Capital, LLC | History | Reduced | 685,185 | 46,058 | 0.26% | 0.28% | 188 | -23,238 | -3.28% | Q4 2025 | Feb 10, 2026 |
| MPS Loria Financial Planners, LLC | History | Reduced | 676,346 | 45,463 | 11.69% | 11.93% | 189 | -4,794 | -0.7% | Q4 2025 | Feb 03, 2026 |
| Litman Gregory Wealth Management LLC | History | Reduced | 670,474 | 45,069 | 3.29% | 3.41% | 190 | -25,579 | -3.67% | Q4 2025 | Feb 12, 2026 |
| Financial Synergies Wealth Advisors, Inc. | History | Added to | 668,081 | 44,908 | 4.34% | 4.36% | 191 | +15,186 | 2.33% | Q4 2025 | Feb 06, 2026 |
| Allianz Asset Management GmbH | History | Reduced | 662,050 | 44,503 | 0.05% | 0.06% | 192 | -175,650 | -20.97% | Q4 2025 | Feb 11, 2026 |
| Sompo Asset Management Co., Ltd. | History | Reduced | 660,147 | 44,375 | 7.61% | 7.51% | 193 | -1,368 | -0.21% | Q4 2025 | Feb 13, 2026 |
| Pacific Life Fund Advisors LLC | History | Added to | 657,476 | 44,195 | 4.55% | 3.22% | 194 | +181,117 | 38.02% | Q4 2025 | Jan 26, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 650,458 | 43,723 | 0.02% | 0.02% | 195 | +94,219 | 16.94% | Q4 2025 | Mar 20, 2026 |
| FIRST FOUNDATION ADVISORS | History | Added to | 647,117 | 43,499 | 1.64% | 1.53% | 196 | +18,615 | 2.96% | Q4 2025 | Feb 04, 2026 |
| MBL Wealth, LLC | History | Added to | 639,337 | 42,976 | 3.44% | 3.59% | 197 | +15,160 | 2.43% | Q4 2025 | Jan 21, 2026 |
| Investure, LLC | History | Added to | 636,645 | 42,795 | 2.39% | 2.46% | 198 | +33,390 | 5.53% | Q4 2025 | Feb 11, 2026 |
| Trek Financial, LLC | History | Reduced | 636,564 | 42,789 | 2.48% | 2.81% | 199 | -80,183 | -11.19% | Q4 2025 | Feb 04, 2026 |
| Scarborough Advisors, LLC | History | Added to | 625,924 | 42,074 | 7.1% | 6.52% | 200 | +65,080 | 11.6% | Q4 2025 | Feb 17, 2026 |
| Santa Clara Valley Transportation Authority | History | Reduced | 625,061 | 42,016 | 35.32% | 35.05% | 201 | -9,007 | -1.42% | Q4 2025 | Feb 13, 2026 |
| Ironwood Wealth Management, LLC. | History | Added to | 623,437 | 41,907 | 12.32% | 13.48% | 202 | +13,347 | 2.19% | Q4 2025 | Feb 02, 2026 |
| GenTrust, LLC | History | Reduced | 622,239 | 41,826 | 1.8% | 1.87% | 203 | -3,228 | -0.52% | Q4 2025 | Feb 02, 2026 |
| Schneider Downs Wealth Management Advisors, LP | History | Added to | 619,917 | 41,670 | 4.7% | 4.68% | 204 | +21,638 | 3.62% | Q4 2025 | Feb 12, 2026 |
| COMMERCE BANK | History | Added to | 618,689 | 41,588 | 0.23% | 0.21% | 205 | +41,943 | 7.27% | Q4 2025 | Feb 13, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Added to | 610,859 | 41,061 | 0.86% | 0.87% | 206 | +856 | 0.14% | Q4 2025 | Feb 18, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Reduced | 610,320 | 41,025 | 0.62% | 0.68% | 207 | -38,732 | -5.97% | Q4 2025 | Jan 22, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 609,677 | 40,982 | 0.63% | 0.64% | 208 | -4,980 | -0.81% | Q4 2025 | Jan 20, 2026 |
| Wescott Financial Advisory Group, LLC | History | Reduced | 606,379 | 40,760 | 3.56% | 3.7% | 209 | -18,870 | -3.02% | Q4 2025 | Feb 12, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | New | 601,507 | 40,433 | 3.14% | — | 210 | +601,507 | New | Q4 2025 | Jan 20, 2026 |
| CHAI TRUST CO LLC | History | No change | 594,544 | 39,965 | 3.44% | 2.59% | 211 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| AlphaCore Capital LLC | History | Added to | 584,267 | 39,274 | 0.88% | 0.33% | 212 | +433,653 | 287.92% | Q4 2025 | Feb 05, 2026 |
| Shepherd Financial Partners LLC | History | Added to | 582,828 | 39,177 | 3.63% | 3.14% | 213 | +82,891 | 16.58% | Q4 2025 | Feb 10, 2026 |
| MAKENA CAPITAL MANAGEMENT LLC | History | Reduced | 578,596 | 38,893 | 4.66% | 4.93% | 214 | -145,250 | -20.07% | Q4 2025 | Feb 03, 2026 |
| SCS Capital Management LLC | History | Added to | 578,172 | 38,864 | 0.41% | 0.4% | 215 | +15,239 | 2.71% | Q4 2025 | Feb 10, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Added to | 574,589 | 38,623 | 0.51% | 0.46% | 216 | +46,683 | 8.84% | Q4 2025 | Jan 22, 2026 |
| Vident Advisory, LLC | History | Added to | 573,145 | 38,526 | 0.35% | 0.04% | 217 | +507,186 | 768.94% | Q4 2025 | Feb 18, 2026 |
| Austin Private Wealth, LLC | History | Added to | 572,437 | 38,479 | 2.86% | 2.81% | 218 | +9,963 | 1.77% | Q4 2025 | Jan 20, 2026 |
| Equitable Holdings, Inc. | History | Added to | 572,352 | 38,473 | 0.26% | 0.26% | 219 | +42,444 | 8.01% | Q4 2025 | Feb 17, 2026 |
| RED CEDAR INVESTMENT MANAGEMENT, LLC | History | Added to | 571,821 | 38,437 | 4.15% | 4.37% | 220 | +6,665 | 1.18% | Q4 2025 | Feb 11, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | Added to | 570,229 | 38,330 | 2.21% | 1.32% | 221 | +327,439 | 134.87% | Q4 2025 | Feb 09, 2026 |
| Magnus Financial Group LLC | History | Added to | 562,722 | 37,826 | 2.89% | 2.81% | 222 | +22,058 | 4.08% | Q4 2025 | Jan 07, 2026 |
| Vestcor Inc | History | New | 553,838 | 37,229 | 1.06% | — | 223 | +553,838 | New | Q4 2025 | Feb 11, 2026 |
| BLB&B Advisors, LLC | History | Reduced | 552,262 | 37,123 | 1.55% | 1.57% | 224 | -709 | -0.13% | Q4 2025 | Jan 26, 2026 |
| FORM Wealth Advisors, LLC | History | New | 540,117 | 36,306 | 4.25% | — | 225 | +540,117 | New | Q4 2025 | Jan 28, 2026 |
| Aaron Wealth Advisors LLC | History | Added to | 539,058 | 36,235 | 1.98% | 2.06% | 226 | +10,931 | 2.07% | Q4 2025 | Jan 21, 2026 |
| SYON CAPITAL LLC | History | Added to | 532,299 | 35,781 | 1.78% | 1.87% | 227 | +3,951 | 0.75% | Q4 2025 | Feb 11, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 522,494 | 35,122 | 6.39% | 0.54% | 228 | +7,771 | 1.51% | Q4 2025 | Mar 04, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Added to | 519,822 | 34,942 | 1.1% | 1.08% | 229 | +17,581 | 3.5% | Q4 2025 | Jan 30, 2026 |
| Brand Asset Management Group, Inc. | History | Reduced | 512,391 | 34,442 | 9.63% | 9.57% | 230 | -3,645 | -0.71% | Q4 2025 | Feb 11, 2026 |
| Myriad Asset Management Advisors LLC | History | New | 512,235 | 34,432 | 10.61% | — | 231 | +512,235 | New | Q4 2025 | Feb 11, 2026 |
| SteelPeak Wealth, LLC | History | Added to | 503,129 | 33,820 | 1.1% | 0.89% | 232 | +99,424 | 24.63% | Q4 2025 | Jan 20, 2026 |
| Pathway Financial Advisors LLC | History | Added to | 477,655 | 33,545 | 4.21% | 3.92% | 233 | +31,521 | 7.07% | Q4 2025 | Jan 14, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Reduced | 495,516 | 33,308 | 1.45% | 1.48% | 234 | -2,500 | -0.5% | Q4 2025 | Jan 29, 2026 |
| Financial Management Professionals, Inc. | History | Added to | 495,309 | 33,294 | 3.43% | 2.5% | 235 | +130,268 | 35.69% | Q4 2025 | Jan 27, 2026 |
| Global Retirement Partners, LLC | History | Added to | 489,467 | 32,901 | 0.58% | 0.44% | 236 | +188,356 | 62.55% | Q4 2025 | Feb 06, 2026 |
| Stone House Investment Management, LLC | History | Added to | 484,094 | 32,540 | 5.05% | 4.28% | 237 | +99,079 | 25.73% | Q4 2025 | Jan 21, 2026 |
| Sterling Capital Management LLC | History | Reduced | 482,409 | 32,427 | 0.53% | 0.84% | 238 | -383,897 | -44.31% | Q4 2025 | Feb 13, 2026 |
| Alaska Wealth Advisors, LLC | History | Reduced | 482,411 | 32,427 | 4.13% | 4.26% | 239 | -11,251 | -2.28% | Q4 2025 | Feb 13, 2026 |
| Johnson Financial Group, Inc. | History | Reduced | 480,929 | 32,328 | 1.21% | 1.28% | 240 | -35,833 | -6.93% | Q4 2025 | Feb 12, 2026 |
| First Command Advisory Services, Inc. | History | Added to | 477,653 | 32,107 | 0.22% | 0.19% | 241 | +78,893 | 19.78% | Q4 2025 | Feb 11, 2026 |
| Foster Group, Inc. | History | Added to | 476,123 | 32,004 | 0.97% | 0.98% | 242 | +3,793 | 0.8% | Q4 2025 | Jan 12, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 474,516 | 31,897 | 0.36% | 0.38% | 243 | +139,198 | 41.51% | Q4 2025 | Jan 29, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Reduced | 473,410 | 31,822 | 0.02% | 0.02% | 244 | -20,573 | -4.16% | Q4 2025 | Jan 23, 2026 |
| First Financial Bank - Trust Division | History | Added to | 471,067 | 31,665 | 2.6% | 2.61% | 245 | +6,835 | 1.47% | Q4 2025 | Jan 02, 2026 |
| Global Strategic Investment Solutions, LLC | History | Reduced | 466,313 | 31,345 | 3.06% | 3.1% | 246 | -4,725 | -1.0% | Q4 2025 | Jan 29, 2026 |
| Strategic Investment Advisors / MI | History | Added to | 462,630 | 31,116 | 2.69% | 2.54% | 247 | +35,886 | 8.41% | Q4 2025 | Feb 17, 2026 |
| Wellspring Financial Advisors, LLC | History | Added to | 762,282 | 31,059 | 2.46% | 2.74% | 248 | +40,870 | 5.67% | Q4 2025 | Feb 11, 2026 |
| Klingman & Associates, LLC | History | Added to | 460,682 | 30,967 | 1.49% | 1.53% | 249 | +1,979 | 0.43% | Q4 2025 | Jan 29, 2026 |
| Capital Planning Advisors, LLC | History | Added to | 460,299 | 30,941 | 4.14% | 3.02% | 250 | +126,676 | 37.97% | Q4 2025 | Feb 17, 2026 |
| TSFG, LLC | History | Added to | 460,054 | 30,925 | 4.62% | 2.93% | 251 | +180,496 | 64.56% | Q4 2025 | Feb 04, 2026 |
| CAPE COD FIVE CENTS SAVINGS BANK | History | No change | 537,923 | 30,882 | 2.83% | 2.83% | 252 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| LMCG INVESTMENTS, LLC | History | Reduced | 456,007 | 30,652 | 1.75% | 1.8% | 253 | -8,962 | -1.93% | Q4 2025 | Feb 03, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 449,109 | 30,189 | 0.62% | 0.39% | 254 | +194,048 | 76.08% | Q4 2025 | Feb 03, 2026 |
| STRATEGIC INVESTMENT MANAGEMENT, LLC | History | Reduced | 444,365 | 29,870 | 15.14% | 17.15% | 255 | -36,640 | -7.62% | Q4 2025 | Jan 29, 2026 |
| DE BURLO GROUP INC | History | Added to | 440,650 | 29,620 | 3.6% | 3.5% | 256 | +50 | 0.01% | Q4 2025 | Feb 13, 2026 |
| Sharkey, Howes & Javer | History | Added to | 440,559 | 29,614 | 3.76% | 3.04% | 257 | +81,158 | 22.58% | Q4 2025 | Jan 13, 2026 |
| Fifth Third Wealth Advisors LLC | History | Added to | 440,331 | 29,599 | 1.04% | 0.9% | 258 | +71,560 | 19.4% | Q4 2025 | Jan 15, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | New | 438,952 | 29,506 | 0.04% | — | 259 | +438,952 | New | Q4 2025 | Feb 17, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | Added to | 438,576 | 29,481 | 1.45% | 1.4% | 260 | +26,321 | 6.38% | Q4 2025 | Feb 11, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 436,033 | 29,310 | 0.12% | 0.12% | 261 | +53,601 | 14.02% | Q4 2025 | Feb 13, 2026 |
| Leverty Financial Group, LLC | History | Added to | 433,872 | 29,164 | 6.97% | 7.42% | 262 | +329 | 0.08% | Q4 2025 | Jan 09, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 427,282 | 28,721 | 0.3% | 0.34% | 263 | -69,017 | -13.91% | Q4 2025 | Feb 10, 2026 |
| Main Management ETF Advisors, LLC | History | Added to | 418,908 | 28,159 | 1.0% | 0.96% | 264 | +24,708 | 6.27% | Q4 2025 | Feb 10, 2026 |
| Rockbridge Investment Management, LCC | History | Added to | 417,033 | 28,032 | 2.61% | 2.53% | 265 | +28,633 | 7.37% | Q4 2025 | Feb 04, 2026 |
| Inherent Management Corp. | History | No change | 415,605 | 27,936 | 14.34% | 15.71% | 266 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 413,280 | 27,780 | 2.64% | 2.24% | 267 | +150,209 | 57.1% | Q4 2025 | Jan 22, 2026 |
| BRIDGES INVESTMENT MANAGEMENT INC | History | Reduced | 412,319 | 27,716 | 0.35% | 0.35% | 268 | -4,514 | -1.08% | Q4 2025 | Feb 10, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 410,800 | 27,613 | 0.06% | 0.06% | 269 | +7,800 | 1.94% | Q4 2025 | Feb 17, 2026 |
| KWB Wealth | History | Added to | 410,391 | 27,586 | 2.61% | 0.04% | 270 | +404,645 | 7042.2% | Q4 2025 | Jan 12, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 410,216 | 27,574 | 0.19% | 0.21% | 271 | +39,783 | 10.74% | Q4 2025 | Feb 18, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | Added to | 408,505 | 27,459 | 0.79% | 0.78% | 272 | +4,795 | 1.19% | Q4 2025 | Feb 13, 2026 |
| High Falls Advisors, Inc | History | Added to | 406,202 | 27,304 | 5.53% | 4.42% | 273 | +80,866 | 24.86% | Q4 2025 | Feb 18, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 405,927 | 27,286 | 0.34% | 0.34% | 274 | +8,501 | 2.14% | Q4 2025 | Jan 29, 2026 |
| Archford Capital Strategies, LLC | History | Added to | 399,378 | 26,846 | 3.13% | 2.89% | 275 | +31,040 | 8.43% | Q4 2025 | Jan 15, 2026 |
| NOTTINGHAM ADVISORS, INC. | History | Reduced | 399,093 | 26,827 | 3.74% | 3.78% | 276 | -14,062 | -3.4% | Q4 2025 | Jan 26, 2026 |
| TOBIAS FINANCIAL ADVISORS, INC. | History | Added to | 397,556 | 26,723 | 3.78% | 3.71% | 277 | +26,689 | 7.2% | Q4 2025 | Feb 13, 2026 |
| RKL Wealth Management LLC | History | Added to | 396,982 | 26,685 | 2.19% | 2.12% | 278 | +19,704 | 5.22% | Q4 2025 | Feb 12, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | Added to | 389,913 | 26,209 | 0.23% | 0.17% | 279 | +90,590 | 30.26% | Q4 2025 | Feb 05, 2026 |
| Daiwa Securities Group Inc. | History | Added to | 389,700 | 26,196 | 0.08% | 0.07% | 280 | +87,100 | 28.78% | Q4 2025 | Feb 11, 2026 |
| Disciplina Capital Management LLC | History | Added to | 383,953 | 25,809 | 2.95% | 2.85% | 281 | +28,190 | 7.92% | Q4 2025 | Feb 11, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 383,528 | 25,780 | 0.78% | 0.82% | 282 | +1,587 | 0.42% | Q4 2025 | Feb 13, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Added to | 383,130 | 25,754 | 0.0% | 0.0% | 283 | +11,699 | 3.15% | Q4 2025 | Feb 17, 2026 |
| Affinity Capital Advisors, LLC | History | Added to | 381,556 | 25,648 | 3.55% | 3.5% | 284 | +40,206 | 11.78% | Q4 2025 | Jan 09, 2026 |
| WealthPlan Investment Management, LLC | History | Added to | 380,128 | 25,552 | 1.63% | 1.42% | 285 | +54,922 | 16.89% | Q4 2025 | Feb 05, 2026 |
| UMB Bank, n.a. | History | Added to | 374,416 | 25,168 | 0.33% | 0.36% | 286 | +4,643 | 1.26% | Q4 2025 | Feb 13, 2026 |
| SG Americas Securities, LLC | History | New | 366,500 | 24,636 | 0.03% | — | 287 | +366,500 | New | Q4 2025 | Jan 09, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 365,789 | 24,588 | 0.07% | 0.06% | 288 | +24,047 | 7.04% | Q4 2025 | Feb 17, 2026 |
| Constellation Investments, Inc. | History | No change | 365,482 | 24,567 | 0.76% | 1.13% | 289 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| FIDUCIENT ADVISORS LLC | History | Added to | 364,307 | 24,488 | 3.04% | 2.15% | 290 | +84,799 | 30.34% | Q4 2025 | Feb 10, 2026 |
| Beacon Harbor Wealth Advisors, Inc. | History | Added to | 363,538 | 24,437 | 5.42% | 2.77% | 291 | +183,965 | 102.45% | Q4 2025 | Jan 23, 2026 |
| Elgethun Capital Management | History | Added to | 362,812 | 24,388 | 4.21% | 4.27% | 292 | +8,596 | 2.43% | Q4 2025 | Feb 10, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 361,067 | 24,270 | 0.24% | 0.19% | 293 | +79,943 | 28.44% | Q4 2025 | Feb 13, 2026 |
| Resonant Capital Advisors, LLC | History | Added to | 360,082 | 24,204 | 1.33% | 1.28% | 294 | +27,077 | 8.13% | Q4 2025 | Jan 29, 2026 |
| Auto-Owners Insurance Co | History | No change | 360,000 | 24,199 | 0.51% | 0.61% | 295 | 0 | 0.0% | Q4 2025 | Mar 09, 2026 |
| Grove Bank & Trust | History | Reduced | 359,297 | 24,151 | 2.72% | 2.8% | 296 | -3,309 | -0.91% | Q4 2025 | Jan 08, 2026 |
| SWMG, LLC | History | Added to | 327,412 | 24,120 | 6.7% | 5.33% | 297 | +66,527 | 25.5% | Q4 2025 | Feb 10, 2026 |
| ROVIN CAPITAL /UT/ /ADV | History | Reduced | 357,771 | 24,049 | 6.39% | 6.31% | 298 | -22,144 | -5.83% | Q4 2025 | Feb 09, 2026 |
| DT Investment Partners, LLC | History | Added to | 356,231 | 23,945 | 1.98% | 1.91% | 299 | +13,113 | 3.82% | Q4 2025 | Feb 10, 2026 |
| Crescent Grove Advisors, LLC | History | Added to | 354,728 | 23,844 | 2.21% | 2.2% | 300 | +2,671 | 0.76% | Q4 2025 | Feb 11, 2026 |
| GAMMA Investing LLC | History | Added to | 354,538 | 23,832 | 1.2% | 1.08% | 301 | +57,063 | 19.18% | Q4 2025 | Jan 05, 2026 |
| Kelly Financial Services LLC | History | Added to | 353,452 | 23,759 | 5.95% | 4.85% | 302 | +69,511 | 24.48% | Q4 2025 | Jan 13, 2026 |
| Align Financial, LLC | History | New | 23,661 | 23,661 | 0.01% | — | 303 | +23,661 | New | Q4 2025 | Feb 17, 2026 |
| Vontobel Holding Ltd. | History | Added to | 347,626 | 23,367 | 0.07% | 0.01% | 304 | +307,277 | 761.55% | Q4 2025 | Feb 13, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 347,229 | 23,340 | 0.85% | 0.78% | 305 | +94,020 | 37.13% | Q4 2025 | Feb 09, 2026 |
| Rock Creek Group, LP | History | Added to | 345,824 | 23,246 | 2.61% | 2.36% | 306 | +5,689 | 1.67% | Q4 2025 | Feb 10, 2026 |
| May Hill Capital, LLC | History | Added to | 340,758 | 22,905 | 3.0% | 2.74% | 307 | +198,927 | 140.26% | Q4 2025 | Feb 05, 2026 |
| WEALTH ALLIANCE, LLC | History | Added to | 340,510 | 22,889 | 2.24% | 1.93% | 308 | +55,536 | 19.49% | Q4 2025 | Feb 13, 2026 |
| Strategic Blueprint, LLC | History | Added to | 339,838 | 22,843 | 1.35% | 0.84% | 309 | +46,704 | 15.93% | Q4 2025 | Jan 30, 2026 |
| Parallel Advisors, LLC | History | Added to | 338,484 | 22,752 | 0.42% | 0.4% | 310 | +3,682 | 1.1% | Q4 2025 | Feb 11, 2026 |
| Smithfield Trust Co | History | Reduced | 335,953 | 22,580 | 1.0% | 1.0% | 311 | -4,785 | -1.4% | Q4 2025 | Feb 09, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 334,265 | 22,469 | 0.55% | 0.53% | 312 | +22,940 | 7.37% | Q4 2025 | Jan 29, 2026 |
| CITIZENS & NORTHERN CORP | History | Reduced | 331,668 | 22,294 | 5.52% | 5.83% | 313 | -25,119 | -7.04% | Q4 2025 | Jan 28, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Reduced | 328,977 | 22,113 | 1.24% | 1.5% | 314 | -103,827 | -23.99% | Q4 2025 | Feb 06, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Added to | 328,496 | 22,082 | 0.28% | 0.23% | 315 | +57,346 | 21.15% | Q4 2025 | Feb 10, 2026 |
| Facet Wealth, Inc. | History | Reduced | 296,444 | 22,070 | 0.39% | 0.43% | 316 | -20,111 | -6.35% | Q4 2025 | Jan 29, 2026 |
| Marion Wealth Management | History | Reduced | 304,636 | 22,055 | 4.9% | 4.77% | 317 | -394 | -0.13% | Q4 2025 | Jan 26, 2026 |
| PAX Financial Group, LLC | History | Added to | 327,080 | 21,986 | 3.79% | 2.79% | 318 | +92,134 | 39.21% | Q4 2025 | Feb 05, 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | History | Added to | 326,835 | 21,969 | 0.02% | 0.02% | 319 | +6,527 | 2.04% | Q4 2025 | Feb 17, 2026 |
| Horst & Graben Wealth Management LLC | History | Added to | 325,427 | 21,883 | 3.3% | 3.1% | 320 | +17,810 | 5.79% | Q4 2025 | Jan 27, 2026 |
| SUMITOMO LIFE INSURANCE CO | History | Reduced | 324,000 | 21,779 | 0.6% | 0.96% | 321 | -142,900 | -30.61% | Q4 2025 | Feb 13, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 323,823 | 21,767 | 1.23% | 1.24% | 322 | +1,261 | 0.39% | Q4 2025 | Jan 14, 2026 |
| St. Clair Advisors, LLC | History | Added to | 322,492 | 21,677 | 5.59% | 5.61% | 323 | +2,160 | 0.67% | Q4 2025 | Jan 20, 2026 |
| Abound Wealth Management | History | Added to | 322,201 | 21,658 | 5.07% | 5.11% | 324 | +12,315 | 3.97% | Q4 2025 | Jan 12, 2026 |
| SENTINEL TRUST CO LBA | History | Added to | 321,686 | 21,624 | 2.13% | 2.06% | 325 | +14,600 | 4.75% | Q4 2025 | Jan 29, 2026 |
| GLENMEDE TRUST CO NA | History | New | 321,174 | 21,589 | 0.1% | — | 326 | +321,174 | New | Q4 2025 | Feb 17, 2026 |
| Orgel Wealth Management, LLC | History | Reduced | 320,235 | 21,526 | 0.47% | 0.5% | 327 | -13,976 | -4.18% | Q4 2025 | Jan 07, 2026 |
| World Investment Advisors | History | Added to | 319,935 | 21,506 | 0.35% | 0.19% | 328 | +180,106 | 128.8% | Q4 2025 | Mar 12, 2026 |
| Strategic Advocates LLC | History | Added to | 318,231 | 21,445 | 5.49% | 5.29% | 329 | +10,330 | 3.35% | Q4 2025 | Feb 11, 2026 |
| CFS Investment Advisory Services, LLC | History | Added to | 317,599 | 21,349 | 1.56% | 1.56% | 330 | +9,010 | 2.92% | Q4 2025 | Feb 10, 2026 |
| Towercrest Capital Management | History | Reduced | 316,691 | 21,291 | 3.36% | 3.39% | 331 | -4,209 | -1.31% | Q4 2025 | Jan 21, 2026 |
| Rakuten Investment Management, Inc. | History | No change | 323,684 | 21,266 | 0.07% | 0.08% | 332 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Waverly Advisors, LLC | History | Added to | 312,040 | 20,975 | 0.17% | 0.18% | 333 | +33,000 | 11.83% | Q4 2025 | Feb 17, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 309,301 | 20,791 | 0.27% | 0.27% | 334 | +9,815 | 3.28% | Q4 2025 | Feb 09, 2026 |
| Tortoise Investment Management, LLC | History | Reduced | 308,861 | 20,761 | 1.82% | 1.85% | 335 | -6,385 | -2.03% | Q4 2025 | Feb 06, 2026 |
| WASHINGTON TRUST Co | History | Added to | 308,580 | 20,742 | 0.68% | 0.66% | 336 | +4,308 | 1.42% | Q4 2025 | Feb 10, 2026 |
| Running Point Capital Advisors, LLC | History | Added to | 308,159 | 20,714 | 5.64% | 5.29% | 337 | +8,776 | 2.93% | Q4 2025 | Feb 17, 2026 |
| WealthShield Partners, LLC | History | Added to | 306,816 | 20,624 | 2.27% | 2.11% | 338 | +25,197 | 8.95% | Q4 2025 | Feb 03, 2026 |
| Cabot-Wellington, LLC | History | Reduced | 305,398 | 20,528 | 6.58% | 6.56% | 339 | -2,227 | -0.72% | Q4 2025 | Jan 28, 2026 |
| Curi Capital, LLC | History | Added to | 303,994 | 20,434 | 0.35% | 0.26% | 340 | +92,862 | 43.98% | Q4 2025 | Feb 17, 2026 |
| BANK OF HAWAII | History | Reduced | 303,871 | 20,426 | 1.01% | 1.0% | 341 | -1,086 | -0.36% | Q4 2025 | Mar 03, 2026 |
| Arkos Global Advisors | History | Added to | 294,989 | 19,829 | 2.53% | 2.41% | 342 | +7,542 | 2.62% | Q4 2025 | Feb 13, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | Added to | 291,879 | 19,620 | 0.07% | 0.05% | 343 | +101,620 | 53.41% | Q4 2025 | Feb 13, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 291,128 | 19,564 | 0.5% | 0.51% | 344 | -14,076 | -4.61% | Q4 2025 | Jan 07, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 290,927 | 19,556 | 0.34% | 0.26% | 345 | +65,842 | 29.25% | Q4 2025 | Jan 22, 2026 |
| Ayalon Insurance Comp Ltd. | History | Added to | 289,775 | 19,479 | 4.73% | 3.26% | 346 | +94,255 | 48.21% | Q4 2025 | Jan 12, 2026 |
| INSPIRE TRUST CO, N.A. | History | Added to | 289,171 | 19,438 | 3.19% | 2.82% | 347 | +54,171 | 23.05% | Q4 2025 | Feb 10, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 284,317 | 19,219 | 1.0% | 1.08% | 348 | -13,807 | -4.63% | Q4 2025 | Mar 04, 2026 |
| Modern Wealth Management, LLC | History | Added to | 284,235 | 19,106 | 0.35% | 0.27% | 349 | +77,980 | 37.81% | Q4 2025 | Feb 17, 2026 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | History | Reduced | 284,034 | 19,092 | 0.15% | 0.17% | 350 | -27,518 | -8.83% | Q4 2025 | Feb 03, 2026 |
| IFP Advisors, Inc | History | Added to | 283,426 | 19,051 | 0.43% | 0.42% | 351 | +38,620 | 15.78% | Q4 2025 | Feb 06, 2026 |
| Rothschild Wealth LLC | History | Added to | 281,935 | 18,951 | 1.82% | 3.03% | 352 | +70,749 | 33.5% | Q4 2025 | Feb 17, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 281,364 | 18,914 | 0.14% | — | 353 | +281,364 | New | Q4 2025 | Feb 18, 2026 |
| Meridian Wealth Partners, LLC | History | Reduced | 281,328 | 18,910 | 2.61% | 2.58% | 354 | -3,399 | -1.19% | Q4 2025 | Feb 13, 2026 |
| NewEdge Wealth, LLC | History | Added to | 280,793 | 18,874 | 0.21% | 0.27% | 355 | +2,582 | 0.93% | Q4 2025 | Feb 03, 2026 |
| STERLING INVESTMENT ADVISORS LLC /ADV | History | Reduced | 278,150 | 18,697 | 9.05% | 9.27% | 356 | -5,821 | -2.05% | Q4 2025 | Jan 14, 2026 |
| Midwest Trust Co | History | Reduced | 277,659 | 18,664 | 0.23% | 0.25% | 357 | -19,348 | -6.51% | Q4 2025 | Feb 04, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 277,366 | 18,644 | 0.9% | 0.8% | 358 | +103,871 | 59.87% | Q4 2025 | Feb 12, 2026 |
| Advisory Services Network, LLC | History | Added to | 275,996 | 18,552 | 0.26% | 0.24% | 359 | +32,286 | 13.25% | Q4 2025 | Feb 17, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 275,170 | 18,496 | 0.07% | 0.08% | 360 | -708 | -0.26% | Q4 2025 | Feb 12, 2026 |
| Vise Technologies, Inc. | History | Added to | 275,113 | 18,493 | 0.36% | 0.41% | 361 | +108,499 | 65.12% | Q4 2025 | Feb 11, 2026 |
| Waterloo Capital, L.P. | History | Reduced | 274,102 | 18,425 | 1.33% | 1.46% | 362 | -24,103 | -8.08% | Q4 2025 | Feb 10, 2026 |
| Regal Investment Advisors LLC | History | Added to | 273,820 | 18,406 | 1.1% | 0.79% | 363 | +89,654 | 48.68% | Q4 2025 | Feb 17, 2026 |
| Wealthspire Retirement, LLC | History | Added to | 272,396 | 18,310 | 1.11% | 1.13% | 364 | +3,772 | 1.4% | Q4 2025 | Feb 18, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Added to | 271,827 | 18,272 | 0.59% | 0.64% | 365 | +8,248 | 3.13% | Q4 2025 | Feb 17, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 271,127 | 18,225 | 0.33% | 0.34% | 366 | +14,989 | 5.85% | Q4 2025 | Jan 16, 2026 |
| Stonebrook Private Inc. | History | Reduced | 266,752 | 17,931 | 3.75% | 4.16% | 367 | -25,658 | -8.77% | Q4 2025 | Feb 11, 2026 |
| APPLETON PARTNERS INC/MA | History | Reduced | 266,009 | 17,881 | 1.18% | 1.19% | 368 | -2,653 | -0.99% | Q4 2025 | Jan 09, 2026 |
| Apeiron RIA LLC | History | Added to | 250,269 | 17,742 | 3.6% | 2.51% | 369 | +81,391 | 48.2% | Q4 2025 | Feb 03, 2026 |
| Spire Wealth Management | History | Added to | 263,178 | 17,690 | 0.59% | 0.57% | 370 | +7,540 | 2.95% | Q4 2025 | Jan 14, 2026 |
| One Wealth Advisors, LLC | History | Added to | 261,714 | 17,592 | 2.15% | 2.06% | 371 | +13,202 | 5.31% | Q4 2025 | Feb 02, 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | History | Added to | 260,393 | 17,503 | 1.47% | 1.42% | 372 | +8,106 | 3.21% | Q4 2025 | Jan 15, 2026 |
| Angeles Investment Advisors, LLC | History | New | 259,500 | 17,443 | 1.16% | — | 374 | +259,500 | New | Q4 2025 | Feb 17, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | Reduced | 259,499 | 17,443 | 1.41% | 1.44% | 373 | -6,662 | -2.5% | Q4 2025 | Feb 06, 2026 |
| HCR Wealth Advisors | History | Added to | 258,722 | 17,391 | 1.72% | 1.72% | 375 | +9,256 | 3.71% | Q4 2025 | Jan 27, 2026 |
| Keystone Financial Services | History | Added to | 258,360 | 17,366 | 5.24% | 4.68% | 376 | +29,137 | 12.71% | Q4 2025 | Feb 12, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 256,526 | 17,243 | 1.03% | 1.24% | 377 | -68,184 | -21.0% | Q4 2025 | Jan 30, 2026 |
| Blueprint Investment Partners LLC | History | Added to | 254,324 | 17,095 | 1.83% | 2.07% | 378 | +31,330 | 14.05% | Q4 2025 | Feb 17, 2026 |
| Empowered Funds, LLC | History | Added to | 251,649 | 16,915 | 0.29% | 0.1% | 379 | +108,459 | 75.74% | Q4 2025 | Feb 18, 2026 |
| Portland Global Advisors LLC | History | Reduced | 251,171 | 16,883 | 1.81% | 1.86% | 380 | -2,189 | -0.86% | Q4 2025 | Feb 10, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 250,382 | 16,830 | 2.34% | 2.3% | 381 | +4,761 | 1.94% | Q4 2025 | Jan 29, 2026 |
| Summit Financial, LLC | History | Reduced | 248,828 | 16,726 | 0.25% | 0.26% | 382 | -11,624 | -4.46% | Q4 2025 | Feb 13, 2026 |
| SVB WEALTH LLC | History | Reduced | 247,743 | 16,653 | 0.98% | 1.06% | 383 | -50,450 | -16.92% | Q4 2025 | Feb 04, 2026 |
| Keystone Financial Group | History | Added to | 245,277 | 16,487 | 1.22% | 0.58% | 384 | +129,556 | 111.96% | Q4 2025 | Feb 06, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | Reduced | 244,633 | 16,444 | 0.57% | 0.54% | 385 | -1,266 | -0.51% | Q4 2025 | Feb 12, 2026 |
| GUIDANCE CAPITAL, INC | History | Added to | 228,349 | 16,431 | 4.02% | 4.04% | 386 | +621 | 0.27% | Q4 2025 | Jan 23, 2026 |
| CATALYST FINANCIAL PARTNERS LLC | History | Added to | 244,429 | 16,430 | 1.83% | 1.76% | 387 | +22,816 | 10.3% | Q4 2025 | Feb 04, 2026 |
| ASSOCIATED BANC-CORP | History | Added to | 244,123 | 16,409 | 0.42% | 0.41% | 388 | +8,892 | 3.78% | Q4 2025 | Feb 06, 2026 |
| Cascade Financial Partners, LLC | History | Reduced | 243,421 | 16,362 | 1.66% | 1.93% | 389 | -12,590 | -4.92% | Q4 2025 | Feb 06, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 240,587 | 16,172 | 0.59% | 0.33% | 390 | +108,783 | 82.53% | Q4 2025 | Feb 02, 2026 |
| Columbia Bank | History | Added to | 240,185 | 16,145 | 4.49% | 4.34% | 391 | +6,962 | 2.99% | Q4 2025 | Feb 13, 2026 |
| STEPHENS GROUP ASSET MANAGEMENT, LLC | History | Added to | 237,898 | 15,991 | 1.07% | 1.06% | 392 | +268 | 0.11% | Q4 2025 | Jan 08, 2026 |
| Astoria Portfolio Advisors LLC. | History | Added to | 210,816 | 15,946 | 3.63% | 2.11% | 393 | +91,522 | 76.72% | Q4 2025 | Feb 24, 2026 |
| Invst, LLC | History | Added to | 237,012 | 15,931 | 1.73% | 1.43% | 394 | +46,044 | 24.11% | Q4 2025 | Feb 11, 2026 |
| Shakespeare Wealth Management, LLC | History | Reduced | 236,605 | 15,904 | 3.51% | 3.6% | 395 | -3,517 | -1.46% | Q4 2025 | Feb 06, 2026 |
| Kovitz Investment Group Partners, LLC | History | Reduced | 236,519 | 15,898 | 0.35% | 0.26% | 396 | -757,316 | -76.2% | Q4 2025 | Feb 20, 2026 |
| Twele Capital Management, Inc. | History | Added to | 235,511 | 15,831 | 2.83% | 2.86% | 397 | +270 | 0.11% | Q4 2025 | Jan 09, 2026 |
| EQ LLC | History | Reduced | 234,973 | 15,794 | 4.55% | 5.55% | 398 | -13,150 | -5.3% | Q4 2025 | Feb 10, 2026 |
| Veery Capital, LLC | History | Added to | 234,766 | 15,780 | 4.84% | 4.85% | 399 | +1,795 | 0.77% | Q4 2025 | Jan 27, 2026 |
| Blue Edge Capital, LLC | History | Added to | 234,074 | 15,734 | 2.11% | 2.09% | 400 | +10,495 | 4.69% | Q4 2025 | Feb 12, 2026 |
| Glenview Trust Co | History | Reduced | 232,613 | 15,636 | 0.24% | 0.25% | 401 | -5,949 | -2.49% | Q4 2025 | Feb 09, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 232,113 | 15,602 | 0.0% | 0.01% | 402 | -1,179,538 | -83.56% | Q4 2025 | Feb 17, 2026 |
| Opus Capital Group, LLC | History | Added to | 229,156 | 15,404 | 1.67% | 1.67% | 403 | +3,515 | 1.56% | Q4 2025 | Jan 30, 2026 |
| BSW Wealth Partners | History | Reduced | 228,696 | 15,372 | 1.84% | 1.98% | 404 | -12,526 | -5.19% | Q4 2025 | Jan 23, 2026 |
| Long Run Wealth Advisors, LLC | History | Added to | 228,541 | 15,362 | 2.89% | 2.82% | 405 | +10,294 | 4.72% | Q4 2025 | Feb 02, 2026 |
| Neumann Capital Management, LLC | History | Reduced | 226,151 | 15,201 | 4.39% | 4.39% | 406 | -1,451 | -0.64% | Q4 2025 | Jan 14, 2026 |
| Marks Group Wealth Management, Inc | History | Added to | 225,538 | 15,160 | 1.45% | 1.09% | 407 | +47,939 | 26.99% | Q4 2025 | Feb 11, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 225,307 | 15,145 | 0.01% | 0.01% | 408 | +15,979 | 7.63% | Q4 2025 | Feb 17, 2026 |
| EP Wealth Advisors, LLC | History | New | 225,292 | 15,144 | 0.08% | — | 409 | +225,292 | New | Q4 2025 | Feb 18, 2026 |
| Allworth Financial LP | History | New | 222,524 | 14,958 | 0.06% | — | 410 | +222,524 | New | Q4 2025 | Feb 05, 2026 |
| McGlone Suttner Wealth Management, Inc. | History | Added to | 221,835 | 14,911 | 2.01% | 1.98% | 411 | +7,137 | 3.32% | Q4 2025 | Jan 15, 2026 |
| VAUGHAN & Co SECURITIES, INC. | History | Added to | 220,198 | 14,801 | 7.65% | 7.66% | 412 | +1,457 | 0.67% | Q4 2025 | Jan 28, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 219,578 | 14,761 | 0.01% | 0.01% | 413 | +11,032 | 5.29% | Q4 2025 | Feb 17, 2026 |
| Turim 21 Investimentos Ltda. | History | Added to | 218,320 | 14,675 | 5.67% | 4.29% | 414 | +24,726 | 12.77% | Q4 2025 | Feb 17, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 216,850 | 14,613 | 0.02% | 0.02% | 415 | -5,950 | -2.67% | Q4 2025 | Feb 13, 2026 |
| FIRST HAWAIIAN BANK | History | Added to | 215,351 | 14,475 | 1.93% | 1.75% | 416 | +8,232 | 3.97% | Q4 2025 | Jan 05, 2026 |
| ACIMA PRIVATE WEALTH, LLC | History | Reduced | 214,091 | 14,391 | 4.47% | 4.62% | 417 | -9,642 | -4.31% | Q4 2025 | Jan 15, 2026 |
| Iowa State Bank | History | Reduced | 213,425 | 14,346 | 2.69% | 2.71% | 418 | -2,529 | -1.17% | Q4 2025 | Jan 06, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 211,824 | 14,238 | 0.03% | 0.03% | 419 | -8,410 | -3.82% | Q4 2025 | Feb 12, 2026 |
| Centerline Wealth Advisors, LLC | History | Added to | 209,788 | 14,101 | 5.11% | 4.58% | 420 | +50,345 | 31.58% | Q4 2025 | Jan 08, 2026 |
| Columbus Macro, LLC | History | Added to | 209,236 | 14,064 | 1.54% | 1.43% | 421 | +19,034 | 10.01% | Q4 2025 | Jan 15, 2026 |
| Kilter Group LLC | History | Added to | 207,744 | 13,964 | 6.16% | 5.79% | 422 | +21,357 | 11.46% | Q4 2025 | Feb 13, 2026 |
| PDS Planning, Inc | History | Added to | 205,689 | 13,826 | 0.92% | 0.93% | 423 | +1,705 | 0.84% | Q4 2025 | Jan 26, 2026 |
| LOOMIS SAYLES & CO L P | History | New | 205,221 | 13,794 | 0.02% | — | 424 | +205,221 | New | Q4 2025 | Feb 12, 2026 |
| UNIQUE WEALTH, LLC | History | Added to | 204,702 | 13,760 | 1.92% | 1.76% | 425 | +22,898 | 12.59% | Q4 2025 | Jan 06, 2026 |
| Cornerstone Wealth Group, LLC | History | Added to | 204,580 | 13,751 | 0.94% | 0.86% | 426 | +10,284 | 5.29% | Q4 2025 | Jan 26, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 204,488 | 13,745 | 0.08% | 0.08% | 427 | +10,335 | 5.32% | Q4 2025 | Feb 11, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Added to | 203,926 | 13,686 | 1.77% | 1.8% | 428 | +9,554 | 4.92% | Q4 2025 | Feb 04, 2026 |
| KFA Private Wealth Group, LLC | History | Added to | 199,619 | 13,418 | 3.26% | 3.42% | 429 | +17,769 | 9.77% | Q4 2025 | Jan 07, 2026 |
| Hobbs Group Advisors, LLC | History | Added to | 199,513 | 13,411 | 4.05% | 3.13% | 430 | +46,791 | 30.64% | Q4 2025 | Jan 28, 2026 |
| Composition Wealth, LLC | History | Reduced | 198,979 | 13,375 | 0.19% | 0.2% | 431 | -1,835 | -0.91% | Q4 2025 | Feb 02, 2026 |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | History | Reduced | 198,471 | 13,341 | 1.93% | 1.92% | 432 | -361 | -0.18% | Q4 2025 | Feb 06, 2026 |
| IFG Advisory, LLC | History | Added to | 198,373 | 13,334 | 0.58% | 0.55% | 433 | +14,446 | 7.85% | Q4 2025 | Feb 10, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | Added to | 196,890 | 13,234 | 1.49% | 1.14% | 434 | +45,967 | 30.46% | Q4 2025 | Jan 22, 2026 |
| Lineweaver Wealth Advisors, LLC | History | Added to | 196,644 | 13,218 | 1.79% | 1.81% | 435 | +9,005 | 4.8% | Q4 2025 | Jan 14, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 186,740 | 13,159 | 0.61% | 0.03% | 436 | +179,889 | 2625.73% | Q4 2025 | Feb 03, 2026 |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | History | Added to | 195,681 | 13,153 | 0.01% | 0.01% | 437 | +51,623 | 35.83% | Q4 2025 | Feb 11, 2026 |
| Checchi Capital Advisers, LLC | History | Added to | 194,403 | 13,067 | 0.67% | 0.56% | 438 | +31,028 | 18.99% | Q4 2025 | Jan 27, 2026 |
| TSA Wealth Managment LLC | History | Added to | 194,271 | 13,058 | 4.32% | 3.61% | 439 | +33,266 | 20.66% | Q4 2025 | Jan 22, 2026 |
| Sovereign Investment Advisors, LLC | History | Added to | 193,455 | 13,004 | 3.25% | 1.41% | 440 | +114,991 | 146.55% | Q4 2025 | Feb 13, 2026 |
| CI INVESTMENTS INC. | History | Added to | 192,852 | 12,963 | 0.06% | 0.03% | 441 | +73,625 | 61.75% | Q4 2025 | Feb 12, 2026 |
| Smith & Howard Wealth Management, LLC | History | Reduced | 192,688 | 12,952 | 2.91% | 3.38% | 442 | -29,862 | -13.42% | Q4 2025 | Feb 03, 2026 |
| Quantinno Capital Management LP | History | Added to | 189,894 | 12,764 | 0.03% | 0.03% | 443 | +11,725 | 6.58% | Q4 2025 | Feb 17, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 189,372 | 12,729 | 3.33% | 2.78% | 444 | +33,334 | 21.36% | Q4 2025 | Feb 02, 2026 |
| Astoria Strategic Wealth, Inc. | History | Added to | 189,304 | 12,725 | 3.2% | 3.09% | 445 | +4,157 | 2.25% | Q4 2025 | Feb 05, 2026 |
| SSI INVESTMENT MANAGEMENT LLC | History | Reduced | 188,105 | 12,644 | 0.86% | 1.01% | 446 | -36,486 | -16.25% | Q4 2025 | Feb 10, 2026 |
| Ancora Advisors LLC | History | Added to | 187,769 | 12,621 | 0.26% | 0.1% | 447 | +115,364 | 159.33% | Q4 2025 | Feb 17, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 187,738 | 12,619 | 0.15% | 0.15% | 448 | +1,492 | 0.8% | Q4 2025 | Jan 21, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 187,193 | 12,583 | 0.32% | 0.31% | 449 | +16,941 | 9.95% | Q4 2025 | Feb 17, 2026 |
| NEPC LLC | History | Reduced | 185,768 | 12,487 | 0.27% | 2.76% | 450 | -1,405,539 | -88.33% | Q4 2025 | Feb 17, 2026 |
| BEACON ADVISORS HOLDINGS, LLC | History | New | 185,047 | 12,438 | 6.55% | — | 451 | +185,047 | New | Q4 2025 | Feb 27, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 184,759 | 12,419 | 0.21% | 0.18% | 452 | +52,273 | 39.46% | Q4 2025 | Feb 19, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Reduced | 183,627 | 12,343 | 0.25% | 0.29% | 453 | -62,760 | -25.47% | Q4 2025 | Feb 05, 2026 |
| Probity Advisors, Inc. | History | Reduced | 181,946 | 12,230 | 1.96% | 1.96% | 454 | -1,907 | -1.04% | Q4 2025 | Jan 27, 2026 |
| WLTH Capital Management, LLC | History | New | 162,533 | 12,185 | 9.43% | — | 455 | +162,533 | New | Q4 2025 | Feb 24, 2026 |
| Apella Capital, LLC | History | Reduced | 179,969 | 12,097 | 0.24% | 0.28% | 456 | -7,605 | -4.05% | Q4 2025 | Jan 21, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Reduced | 178,981 | 12,031 | 0.71% | 0.92% | 457 | -26,119 | -12.73% | Q4 2025 | Feb 10, 2026 |
| MATHER GROUP, LLC. | History | Added to | 178,237 | 11,981 | 0.12% | 0.11% | 458 | +8,457 | 4.98% | Q4 2025 | Jan 13, 2026 |
| VICUS CAPITAL | History | Reduced | 176,739 | 11,880 | 0.89% | 1.3% | 459 | -82,496 | -31.82% | Q4 2025 | Jan 22, 2026 |
| Keebeck Wealth Management | History | Added to | 176,629 | 11,873 | 1.37% | 0.98% | 460 | +50,455 | 39.99% | Q4 2025 | Feb 17, 2026 |
| Crestwood Advisors Group, LLC | History | Added to | 175,066 | 11,767 | 0.2% | 0.16% | 461 | +29,977 | 20.66% | Q4 2025 | Feb 03, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | Added to | 173,502 | 11,662 | 2.9% | 2.14% | 462 | +47,010 | 37.16% | Q4 2025 | Jan 27, 2026 |
| AMG National Trust Bank | History | Added to | 172,783 | 11,614 | 0.27% | 0.24% | 463 | +23,430 | 15.69% | Q4 2025 | Jan 30, 2026 |
| FLYWHEEL PRIVATE WEALTH LLC | History | Added to | 172,145 | 11,571 | 7.23% | 7.58% | 464 | +24,987 | 16.98% | Q4 2025 | Jan 14, 2026 |
| BCGM Wealth Management, LLC | History | Added to | 172,108 | 11,569 | 2.95% | 1.98% | 465 | +56,424 | 48.77% | Q4 2025 | Jan 07, 2026 |
| Tarbox Family Office, Inc. | History | Reduced | 171,801 | 11,548 | 1.86% | 2.61% | 466 | -97,892 | -36.3% | Q4 2025 | Jan 21, 2026 |
| Hi-Line Capital Management, LLC | History | Reduced | 171,217 | 11,509 | 3.83% | 3.89% | 467 | -15,910 | -8.5% | Q4 2025 | Feb 06, 2026 |
| Elevated Financial Group LLC | History | New | 169,177 | 11,372 | 3.93% | — | 468 | +169,177 | New | Q4 2025 | Jan 29, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Added to | 167,316 | 11,246 | 0.02% | 0.01% | 469 | +5,464 | 3.38% | Q4 2025 | Feb 17, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Added to | 167,286 | 11,244 | 0.71% | 0.7% | 470 | +5,306 | 3.28% | Q4 2025 | Jan 23, 2026 |
| Claro Advisors Inc. | History | Added to | 166,559 | 11,196 | 1.53% | 1.12% | 471 | +49,669 | 42.49% | Q4 2025 | Feb 17, 2026 |
| Oak Root LLC | History | Reduced | 163,640 | 10,999 | 1.33% | 1.88% | 472 | -82,749 | -33.58% | Q4 2025 | Jan 16, 2026 |
| BANK OF NOVA SCOTIA | History | New | 161,100 | 10,829 | 0.02% | — | 473 | +161,100 | New | Q4 2025 | Feb 13, 2026 |
| Maia Wealth LLC | History | Reduced | 144,988 | 10,823 | 1.85% | 1.82% | 474 | -13,256 | -8.38% | Q4 2025 | Feb 17, 2026 |
| Emerald Advisors, LLC | History | Added to | 160,987 | 10,821 | 1.47% | 1.27% | 475 | +16,014 | 11.05% | Q4 2025 | Jan 27, 2026 |
| Wakefield Asset Management LLLP | History | Reduced | 160,546 | 10,791 | 2.93% | 2.93% | 476 | -2,072 | -1.27% | Q4 2025 | Feb 05, 2026 |
| MTC Wealth Management LLC | History | Reduced | 159,830 | 10,743 | 5.04% | 5.05% | 477 | -4,818 | -2.93% | Q4 2025 | Jan 15, 2026 |
| Wealthquest Corp | History | Reduced | 157,791 | 10,606 | 0.8% | 1.29% | 478 | -87,358 | -35.63% | Q4 2025 | Feb 09, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Added to | 157,577 | 10,592 | 0.56% | 0.52% | 479 | +6,974 | 4.63% | Q4 2025 | Feb 11, 2026 |
| Single Point Partners, LLC | History | Reduced | 157,436 | 10,582 | 2.09% | 2.11% | 480 | -33 | -0.02% | Q4 2025 | Jan 26, 2026 |
| Black Diamond Financial, LLC | History | Added to | 157,127 | 10,562 | 1.11% | 1.08% | 481 | +10,628 | 7.25% | Q4 2025 | Feb 03, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 156,756 | 10,537 | 0.83% | 0.74% | 483 | +19,907 | 14.55% | Q4 2025 | Feb 17, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | Added to | 156,766 | 10,537 | 1.21% | 1.16% | 482 | +18,012 | 12.98% | Q4 2025 | Feb 17, 2026 |
| Sovran Advisors, LLC | History | Added to | 147,819 | 10,521 | 0.89% | 0.75% | 484 | +23,128 | 18.55% | Q4 2025 | Jan 20, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 155,737 | 10,468 | 1.66% | 1.65% | 485 | +2,962 | 1.94% | Q4 2025 | Feb 24, 2026 |
| AXIOM INVESTORS LLC /DE | History | New | 155,400 | 10,445 | 0.09% | — | 486 | +155,400 | New | Q4 2025 | Feb 11, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Added to | 140,637 | 10,440 | 3.04% | 2.12% | 487 | +46,367 | 49.19% | Q4 2025 | Feb 10, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 155,163 | 10,430 | 0.02% | 0.01% | 488 | +97,900 | 170.97% | Q4 2025 | Feb 17, 2026 |
| Avantax Planning Partners, Inc. | History | Reduced | 154,915 | 10,413 | 0.29% | 0.31% | 489 | -7,271 | -4.48% | Q4 2025 | Feb 05, 2026 |
| AXA S.A. | History | No change | 154,400 | 10,378 | 4.91% | 5.1% | 490 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Beirne Wealth Consulting Services, LLC | History | Added to | 154,361 | 10,377 | 3.01% | 2.4% | 491 | +2,453 | 1.61% | Q4 2025 | Jan 29, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 154,086 | 10,357 | 0.5% | 0.51% | 492 | -5,710 | -3.57% | Q4 2025 | Jan 20, 2026 |
| WEBSTER BANK, N. A. | History | Added to | 154,046 | 10,354 | 0.97% | 0.93% | 493 | +7,395 | 5.04% | Q4 2025 | Jan 23, 2026 |
| Acropolis Investment Management, LLC | History | Reduced | 153,935 | 10,347 | 0.47% | 0.48% | 494 | -3,158 | -2.01% | Q4 2025 | Jan 14, 2026 |
| Kingdom Financial Group LLC. | History | Added to | 152,966 | 10,282 | 3.18% | 2.2% | 495 | +98,303 | 179.83% | Q4 2025 | Feb 06, 2026 |
| Alliance Wealth Management Group | History | Added to | 151,761 | 10,204 | 2.24% | 2.22% | 496 | +388 | 0.26% | Q4 2025 | Jan 21, 2026 |
| KM Capital Management Ltd. | History | Added to | 150,873 | 10,141 | 5.18% | 3.8% | 497 | +26,131 | 20.95% | Q4 2025 | Feb 17, 2026 |
| Synergy Investment Management, LLC | History | Added to | 149,851 | 10,072 | 3.57% | 3.04% | 498 | +28,912 | 23.91% | Q4 2025 | Feb 06, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | New | 149,285 | 10,034 | 0.59% | — | 499 | +149,285 | New | Q4 2025 | Feb 17, 2026 |
| Missouri Trust & Investment Co | History | Added to | 148,928 | 10,010 | 2.94% | 2.52% | 500 | +19,545 | 15.11% | Q4 2025 | Feb 13, 2026 |
| Shelter Ins Retirement Plan | History | No change | 148,902 | 10,009 | 10.82% | 10.85% | 501 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Added to | 148,177 | 9,960 | 2.86% | 2.3% | 502 | +35,457 | 31.46% | Q4 2025 | Feb 11, 2026 |
| Ackerman Capital Advisors, LLC | History | Reduced | 147,766 | 9,932 | 1.99% | 2.07% | 503 | -2,584 | -1.72% | Q4 2025 | Feb 11, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 147,005 | 9,881 | 0.03% | 0.03% | 504 | +8,757 | 6.33% | Q4 2025 | Feb 13, 2026 |
| Brooklyn FI, LLC | History | Added to | 146,876 | 9,872 | 2.11% | 2.11% | 505 | +3,907 | 2.73% | Q4 2025 | Jan 21, 2026 |
| Martel Wealth Advisors Inc | History | Reduced | 145,886 | 9,806 | 1.67% | 1.78% | 507 | -7,836 | -5.1% | Q4 2025 | Jan 21, 2026 |
| Mayflower Financial Advisors, LLC | History | Added to | 145,892 | 9,806 | 1.19% | 1.2% | 506 | +1,187 | 0.82% | Q4 2025 | Jan 13, 2026 |
| River Wealth Advisors LLC | History | Added to | 145,353 | 9,770 | 1.1% | 1.09% | 508 | +4,404 | 3.12% | Q4 2025 | Feb 13, 2026 |
| North Berkeley Wealth Management, LLC | History | Reduced | 145,306 | 9,767 | 5.76% | 7.78% | 509 | -4,224 | -2.82% | Q4 2025 | Feb 10, 2026 |
| GRAYBILL WEALTH MANAGEMENT, LTD. | History | Added to | 145,252 | 9,763 | 2.88% | 2.94% | 510 | +27 | 0.02% | Q4 2025 | Feb 13, 2026 |
| Arkadios Wealth Advisors | History | Added to | 145,197 | 9,760 | 0.19% | 0.21% | 511 | +12,775 | 9.65% | Q4 2025 | Feb 13, 2026 |
| Omega Financial Group, LLC | History | Reduced | 142,852 | 9,602 | 3.16% | 3.12% | 512 | -261 | -0.18% | Q4 2025 | Jan 28, 2026 |
| Next Capital Management LLC | History | Added to | 142,425 | 9,573 | 3.06% | 2.35% | 513 | +35,650 | 33.39% | Q4 2025 | Feb 11, 2026 |
| Sowell Financial Services LLC | History | Added to | 141,918 | 9,539 | 0.35% | 0.34% | 514 | +6,334 | 4.67% | Q4 2025 | Jan 21, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 140,987 | 9,478 | 0.27% | 0.26% | 515 | +78,626 | 126.08% | Q4 2025 | Feb 10, 2026 |
| True Vision MN LLC | History | Added to | 140,640 | 9,453 | 4.8% | 4.12% | 516 | +20,767 | 17.32% | Q4 2025 | Jan 14, 2026 |
| FIL Ltd | History | Reduced | 140,054 | 9,414 | 0.01% | 0.01% | 517 | -172 | -0.12% | Q4 2025 | Feb 17, 2026 |
| BIRCHBROOK, INC. | History | Reduced | 139,902 | 9,404 | 4.69% | 4.78% | 518 | -250 | -0.18% | Q4 2025 | Feb 04, 2026 |
| RPTC Inc. | History | Added to | 139,847 | 9,400 | 1.58% | 1.59% | 519 | +2,010 | 1.46% | Q4 2025 | Feb 17, 2026 |
| Roth Financial Partners LLC | History | Reduced | 138,987 | 9,343 | 3.08% | 3.15% | 520 | -2,680 | -1.89% | Q4 2025 | Jan 29, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 138,315 | 9,297 | 0.07% | 0.06% | 521 | +10,999 | 8.64% | Q4 2025 | Feb 13, 2026 |
| CONNING INC. | History | No change | 137,998 | 9,276 | 0.31% | 0.3% | 522 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Community Bank, N.A. | History | Reduced | 137,954 | 9,273 | 1.1% | 1.1% | 523 | -240 | -0.17% | Q4 2025 | Feb 04, 2026 |
| McNaughton Wealth Management, LLC | History | Added to | 137,924 | 9,271 | 3.82% | 2.97% | 524 | +30,954 | 28.94% | Q4 2025 | Jan 12, 2026 |
| Generali Investments CEE, investicni spolecnost, a.s. | History | No change | 137,900 | 9,269 | 0.65% | 0.69% | 525 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Sigma Planning Corp | History | Added to | 137,682 | 9,264 | 0.26% | 0.25% | 526 | +2,553 | 1.89% | Q4 2025 | Jan 30, 2026 |
| ROGCO, LP | History | Added to | 136,856 | 9,199 | 3.05% | 3.09% | 527 | +3,212 | 2.4% | Q4 2025 | Jan 30, 2026 |
| Winthrop Advisory Group LLC | History | Added to | 136,840 | 9,198 | 0.78% | 0.73% | 528 | +10,677 | 8.46% | Q4 2025 | Jan 21, 2026 |
| Central Pacific Bank - Trust Division | History | Reduced | 136,426 | 9,170 | 1.12% | 1.19% | 529 | -12,717 | -8.53% | Q4 2025 | Jan 07, 2026 |
| Adaptive Financial Consulting, LLC | History | Added to | 135,211 | 9,088 | 3.54% | 3.47% | 530 | +3,557 | 2.7% | Q4 2025 | Feb 11, 2026 |
| Ascent Group, LLC | History | Reduced | 134,924 | 9,069 | 0.31% | 0.35% | 531 | -13,999 | -9.4% | Q4 2025 | Jan 20, 2026 |
| Fairway Wealth LLC | History | Added to | 134,917 | 9,069 | 2.45% | 2.37% | 532 | +6,885 | 5.38% | Q4 2025 | Jan 28, 2026 |
| Blueprint Financial Advisors LLC | History | Added to | 134,836 | 9,063 | 1.38% | 1.63% | 533 | +20,271 | 17.69% | Q4 2025 | Feb 13, 2026 |
| Evensky & Katz LLC | History | Reduced | 134,584 | 9,047 | 0.51% | 0.52% | 534 | -2,266 | -1.66% | Q4 2025 | Feb 05, 2026 |
| Quadrant Private Wealth Management, LLC | History | Added to | 134,000 | 9,007 | 1.48% | 1.16% | 535 | +37,861 | 39.38% | Q4 2025 | Jan 26, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 126,947 | 9,003 | 0.28% | 0.23% | 536 | +29,388 | 30.12% | Q4 2025 | Jan 23, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Added to | 133,705 | 8,987 | 1.0% | 0.81% | 537 | +28,033 | 26.53% | Q4 2025 | Jan 08, 2026 |
| Fortitude Family Office, LLC | History | Added to | 133,389 | 8,966 | 2.09% | 2.2% | 538 | +9,117 | 7.34% | Q4 2025 | Jan 15, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 131,443 | 8,835 | 0.11% | 0.17% | 539 | -60,313 | -31.45% | Q4 2025 | Feb 09, 2026 |
| Lansing Street Advisors | History | Added to | 130,952 | 8,802 | 2.25% | 1.89% | 540 | +22,971 | 21.27% | Q4 2025 | Jan 26, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 130,045 | 8,741 | 0.01% | 0.01% | 541 | +245 | 0.19% | Q4 2025 | Feb 13, 2026 |
| One Capital Management, LLC | History | Added to | 129,512 | 8,705 | 0.26% | 0.21% | 542 | +29,341 | 29.29% | Q4 2025 | Feb 10, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 128,594 | 8,665 | 0.33% | 0.37% | 543 | +37,261 | 40.8% | Q4 2025 | Feb 13, 2026 |
| ALLIANZ SE | History | Added to | 128,550 | 8,641 | 0.11% | 0.18% | 544 | +2,000 | 1.58% | Q4 2025 | Feb 13, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | Added to | 128,180 | 8,616 | 0.72% | 0.71% | 545 | +3,650 | 2.93% | Q4 2025 | Feb 03, 2026 |
| Florida Trust Wealth Management Co | History | Reduced | 127,091 | 8,543 | 0.24% | 0.24% | 546 | -3,218 | -2.47% | Q4 2025 | Jan 20, 2026 |
| Hudson Capital Management LLC | History | Reduced | 126,802 | 8,523 | 2.14% | 2.23% | 547 | -562 | -0.44% | Q4 2025 | Jan 21, 2026 |
| VPR Management LLC | History | No change | 126,800 | 8,523 | 3.8% | 3.8% | 548 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Matthew Goff Investment Advisor, LLC | History | Reduced | 126,637 | 8,512 | 1.51% | 1.44% | 549 | -1,409 | -1.1% | Q4 2025 | Jan 14, 2026 |
| SACHEM HILL LLC | History | Reduced | 126,569 | 8,511 | 1.65% | 1.68% | 550 | -1,133 | -0.89% | Q4 2025 | Feb 12, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 125,468 | 8,433 | 0.31% | 0.01% | 551 | +123,130 | 5266.47% | Q4 2025 | Feb 04, 2026 |
| CORE WEALTH ADVISORS, LLC | History | New | 125,391 | 8,428 | 6.64% | — | 552 | +125,391 | New | Q4 2025 | Feb 10, 2026 |
| Guidance Point Advisors, LLC | History | Added to | 124,373 | 8,364 | 1.94% | 1.94% | 553 | +2,351 | 1.93% | Q4 2025 | Feb 11, 2026 |
| Broadview Financial Management, LLC | History | Reduced | 123,739 | 8,317 | 5.57% | 6.05% | 554 | -12,384 | -9.1% | Q4 2025 | Feb 13, 2026 |
| Madrona Financial Services, LLC | History | Added to | 123,313 | 8,289 | 1.77% | 1.77% | 555 | +1,844 | 1.52% | Q4 2025 | Jan 22, 2026 |
| Cypress Wealth Services, LLC | History | Added to | 122,835 | 8,256 | 1.14% | 1.01% | 556 | +29,503 | 31.61% | Q4 2025 | Jan 14, 2026 |
| Beacon Bridge Wealth Partners, LLC | History | New | 122,215 | 8,215 | 2.73% | — | 557 | +122,215 | New | Q4 2025 | Jan 27, 2026 |
| BANK OF STOCKTON | History | Reduced | 122,195 | 8,213 | 2.35% | 2.5% | 558 | -10,720 | -8.07% | Q4 2025 | Jan 21, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Reduced | 121,613 | 8,174 | 0.09% | 0.11% | 559 | -19,944 | -14.09% | Q4 2025 | Feb 12, 2026 |
| Spectrum Planning & Advisory Services Inc. | History | Added to | 121,613 | 8,174 | 4.2% | 3.86% | 560 | +17,947 | 17.31% | Q4 2025 | Feb 10, 2026 |
| Marble Wealth, LLC | History | New | 121,106 | 8,140 | 1.13% | — | 561 | +121,106 | New | Q4 2025 | Feb 10, 2026 |
| WBH ADVISORY INC | History | Added to | 120,930 | 8,128 | 0.6% | 0.61% | 562 | +50 | 0.04% | Q4 2025 | Jan 26, 2026 |
| GAM Holding AG | History | Added to | 120,685 | 8,113 | 0.52% | 0.49% | 563 | +1,489 | 1.25% | Q4 2025 | Feb 17, 2026 |
| LiftPoint Family Wealth Advisors LLC | History | New | 120,257 | 8,083 | 6.9% | — | 564 | +120,257 | New | Q4 2025 | Feb 13, 2026 |
| KICKSTAND VENTURES, LLC. | History | Added to | 120,055 | 8,070 | 1.7% | 1.68% | 565 | +4,135 | 3.57% | Q4 2025 | Jan 29, 2026 |
| Richard P Slaughter Associates Inc | History | Added to | 119,779 | 8,051 | 1.69% | 1.63% | 566 | +5,189 | 4.53% | Q4 2025 | Jan 12, 2026 |
| Aspect Partners, LLC | History | Added to | 119,370 | 8,024 | 3.51% | 0.99% | 567 | +86,285 | 260.8% | Q4 2025 | Jan 23, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 115,115 | 8,023 | 0.71% | 0.7% | 568 | -1,485 | -1.27% | Q4 2025 | Jan 28, 2026 |
| Csenge Advisory Group | History | Added to | 119,020 | 8,000 | 0.36% | 0.3% | 569 | +23,440 | 24.52% | Q4 2025 | Feb 06, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 118,886 | 7,992 | 0.01% | 0.01% | 570 | +23,361 | 24.46% | Q4 2025 | Feb 10, 2026 |
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT | History | Added to | 118,091 | 7,938 | 2.75% | 2.31% | 571 | +22,636 | 23.71% | Q4 2025 | Jan 27, 2026 |
| Texas Yale Capital Corp. | History | Added to | 117,445 | 7,894 | 0.24% | 0.24% | 572 | +2,155 | 1.87% | Q4 2025 | Feb 10, 2026 |
| Summit Trail Advisors, LLC | History | Reduced | 117,280 | 7,883 | 0.14% | 0.11% | 573 | -3,241 | -2.69% | Q4 2025 | Feb 17, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 117,082 | 7,870 | 0.91% | 0.13% | 574 | +105,584 | 918.28% | Q4 2025 | Feb 13, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 117,021 | 7,866 | 0.36% | 0.36% | 575 | +3,269 | 2.87% | Q4 2025 | Feb 13, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 116,707 | 7,845 | 0.63% | 0.65% | 576 | +3,292 | 2.9% | Q4 2025 | Feb 12, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 116,610 | 7,838 | 0.04% | 0.04% | 577 | +16,346 | 16.3% | Q4 2025 | Feb 03, 2026 |
| Aspirean Wealth, LLC | History | New | 116,475 | 7,829 | 8.55% | — | 578 | +116,475 | New | Q4 2025 | Feb 17, 2026 |
| ONE WEALTH CAPITAL MANAGEMENT, LLC | History | Added to | 115,494 | 7,763 | 3.31% | 2.86% | 579 | +18,635 | 19.24% | Q4 2025 | Feb 18, 2026 |
| Focus Financial Network, Inc. | History | Added to | 115,440 | 7,759 | 0.27% | 0.26% | 580 | +3,823 | 3.43% | Q4 2025 | Jan 12, 2026 |
| Insight Wealth Strategies, LLC | History | Added to | 114,988 | 7,729 | 0.89% | 0.86% | 581 | +4,528 | 4.1% | Q4 2025 | Jan 02, 2026 |
| Interchange Capital Partners, LLC | History | Added to | 114,945 | 7,726 | 1.43% | 1.44% | 582 | +3,331 | 2.98% | Q4 2025 | Jan 30, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 114,616 | 7,704 | 0.15% | 0.15% | 583 | -1,491 | -1.28% | Q4 2025 | Feb 05, 2026 |
| YHB Investment Advisors, Inc. | History | Added to | 114,425 | 7,691 | 0.53% | 0.48% | 584 | +15,811 | 16.03% | Q4 2025 | Jan 16, 2026 |
| Frontier Asset Management, LLC | History | Added to | 113,338 | 7,618 | 1.77% | 1.85% | 585 | +1,212 | 1.08% | Q4 2025 | Feb 04, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 113,110 | 7,603 | 0.04% | 0.04% | 586 | +17,366 | 18.14% | Q4 2025 | Feb 12, 2026 |
| Avid Wealth Partners LLC | History | Added to | 113,027 | 7,597 | 3.71% | 3.66% | 587 | +1,339 | 1.2% | Q4 2025 | Feb 13, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | Added to | 112,187 | 7,541 | 0.38% | 0.37% | 588 | +353 | 0.32% | Q4 2025 | Feb 02, 2026 |
| AVALON CAPITAL MANAGEMENT | History | Added to | 112,119 | 7,536 | 1.8% | 1.6% | 589 | +13,298 | 13.46% | Q4 2025 | Feb 11, 2026 |
| Callan Family Office, LLC | History | Added to | 111,780 | 7,513 | 0.16% | 0.18% | 590 | +28,121 | 33.61% | Q4 2025 | Feb 12, 2026 |
| Allegiance Financial Group Advisory Services LLC | History | Added to | 111,263 | 7,479 | 1.57% | 1.57% | 591 | +7,889 | 7.63% | Q4 2025 | Feb 03, 2026 |
| Polaris Investment Advisors, LLC | History | New | 111,132 | 7,470 | 5.4% | — | 592 | +111,132 | New | Q4 2025 | Jan 15, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Reduced | 111,115 | 7,469 | 0.14% | 0.16% | 593 | -7,417 | -6.26% | Q4 2025 | Feb 10, 2026 |
| Bryant Woods Investment Advisors, LLC | History | Reduced | 110,803 | 7,448 | 2.89% | 2.91% | 594 | -1,976 | -1.75% | Q4 2025 | Jan 23, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | Reduced | 110,646 | 7,437 | 0.46% | 0.47% | 595 | -1,420 | -1.27% | Q4 2025 | Feb 12, 2026 |
| Gen-Wealth Partners Inc | History | Added to | 110,364 | 7,418 | 2.38% | 2.24% | 596 | +9,712 | 9.65% | Q4 2025 | Feb 13, 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | History | Added to | 109,824 | 7,382 | 0.38% | 0.32% | 597 | +12,915 | 13.33% | Q4 2025 | Feb 17, 2026 |
| EVERETT HARRIS & CO /CA/ | History | Reduced | 109,808 | 7,381 | 0.09% | 0.09% | 598 | -1,354 | -1.22% | Q4 2025 | Feb 11, 2026 |
| Sharp Wealth Advisory, LLC | History | Added to | 109,549 | 7,363 | 3.71% | 3.71% | 599 | +6,006 | 5.8% | Q4 2025 | Jan 16, 2026 |
| Fort Point Capital Partners LLC | History | Added to | 103,364 | 7,357 | 0.83% | 0.61% | 600 | +24,551 | 31.15% | Q4 2025 | Feb 13, 2026 |
| Clarius Group, LLC | History | Added to | 108,160 | 7,270 | 0.42% | 0.34% | 601 | +19,837 | 22.46% | Q4 2025 | Jan 14, 2026 |
| Compagnie Lombard Odier SCmA | History | Added to | 107,184 | 7,204 | 0.08% | 0.06% | 602 | +20,784 | 24.06% | Q4 2025 | Jan 16, 2026 |
| Atlanta Consulting Group Advisors, LLC | History | Added to | 107,048 | 7,195 | 1.63% | 1.61% | 603 | +7,422 | 7.45% | Q4 2025 | Feb 11, 2026 |
| SMITH, MOORE & CO. | History | Reduced | 106,801 | 7,179 | 0.54% | 0.55% | 604 | -1,797 | -1.65% | Q4 2025 | Jan 23, 2026 |
| SIGMA INVESTMENT COUNSELORS INC | History | Reduced | 106,750 | 7,175 | 0.36% | 0.37% | 605 | -384 | -0.36% | Q4 2025 | Feb 03, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 106,733 | 7,174 | 0.33% | 0.3% | 606 | +9,849 | 10.17% | Q4 2025 | Feb 17, 2026 |
| Financial Council, LLC | History | Added to | 106,596 | 7,165 | 2.86% | 2.06% | 607 | +36,063 | 51.13% | Q4 2025 | Feb 05, 2026 |
| Hobbs Wealth Management, LLC | History | Reduced | 105,672 | 7,103 | 6.91% | 5.92% | 608 | -1,446 | -1.35% | Q4 2025 | Jan 29, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 105,425 | 7,086 | 0.58% | 0.54% | 609 | +10,933 | 11.57% | Q4 2025 | Jan 23, 2026 |
| First Citizens Asset Management, Inc. | History | Reduced | 104,323 | 7,012 | 2.45% | 2.48% | 610 | -1,388 | -1.31% | Q4 2025 | Feb 05, 2026 |
| SageView Advisory Group, LLC | History | Added to | 104,091 | 6,997 | 0.24% | 0.21% | 611 | +12,101 | 13.15% | Q4 2025 | Feb 17, 2026 |
| BOSTON RESEARCH & MANAGEMENT INC | History | Reduced | 103,881 | 6,982 | 1.61% | 1.56% | 612 | -3,108 | -2.9% | Q4 2025 | Feb 11, 2026 |
| FIDUCIARY TRUST CO | History | Added to | 103,827 | 6,979 | 0.08% | 0.04% | 613 | +45,091 | 76.77% | Q4 2025 | Feb 13, 2026 |
| Alliance Private Wealth, LLC | History | New | 95,308 | 6,971 | 2.42% | — | 614 | +95,308 | New | Q4 2025 | Feb 13, 2026 |
| GREAT LAKES ADVISORS, LLC | History | Added to | 103,568 | 6,961 | 0.06% | 0.05% | 615 | +10,213 | 10.94% | Q4 2025 | Feb 12, 2026 |
| Klaas Financial Asset Advisors, LLC | History | Added to | 103,460 | 6,954 | 1.01% | 1.02% | 616 | +466 | 0.45% | Q4 2025 | Jan 27, 2026 |
| HERITAGE INVESTORS MANAGEMENT CORP | History | Reduced | 103,274 | 6,942 | 0.2% | 0.21% | 617 | -1,147 | -1.1% | Q4 2025 | Feb 06, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 102,996 | 6,923 | 0.37% | 0.37% | 618 | +4,805 | 4.89% | Q4 2025 | Jan 20, 2026 |
| Ironsides Asset Advisors, LLC | History | Reduced | 102,090 | 6,862 | 1.74% | 1.74% | 619 | -513 | -0.5% | Q4 2025 | Feb 12, 2026 |
| FEDERATED HERMES, INC. | History | Added to | 102,000 | 6,856 | 0.01% | 0.01% | 620 | +16,722 | 19.61% | Q4 2025 | Feb 12, 2026 |
| PKO Investment Management Joint-Stock Co | History | Added to | 101,495 | 6,822 | 0.54% | 0.41% | 621 | +28,482 | 39.01% | Q4 2025 | Feb 02, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | Reduced | 100,990 | 6,788 | 0.02% | 0.02% | 622 | -6,774 | -6.29% | Q4 2025 | Feb 05, 2026 |
| Americana Partners, LLC | History | Added to | 100,915 | 6,783 | 0.19% | 0.2% | 623 | +681 | 0.68% | Q4 2025 | Feb 06, 2026 |
| United Financial Planning Group LLC | History | Reduced | 100,808 | 6,776 | 4.11% | 4.33% | 624 | -3,572 | -3.42% | Q4 2025 | Feb 11, 2026 |
| Davis Wealth Advisors, LLC | History | New | 99,840 | 6,711 | 5.58% | — | 625 | +99,840 | New | Q4 2025 | Feb 17, 2026 |
| Galilei Investment Office LLP | History | No change | 99,500 | 6,688 | 3.15% | 3.15% | 626 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Brady Martz Wealth Solutions, LLC | History | Added to | 99,348 | 6,678 | 1.18% | 0.64% | 627 | +45,829 | 85.63% | Q4 2025 | Jan 15, 2026 |
| B.O.S.S. Retirement Advisors, LLC | History | Added to | 99,161 | 6,665 | 2.1% | 1.24% | 628 | +20,528 | 26.11% | Q4 2025 | Feb 02, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 98,842 | 6,644 | 0.12% | 0.11% | 629 | +9,878 | 11.1% | Q4 2025 | Feb 04, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Reduced | 98,494 | 6,620 | 0.52% | 1.01% | 630 | -89,221 | -47.53% | Q4 2025 | Jan 23, 2026 |
| HOWARD BAILEY SECURITIES, LLC | History | Added to | 98,494 | 6,620 | 2.61% | 1.74% | 631 | +6,008 | 6.5% | Q4 2025 | Feb 11, 2026 |
| COURIER CAPITAL LLC | History | Added to | 97,769 | 6,572 | 0.37% | 0.36% | 632 | +2,793 | 2.94% | Q4 2025 | Jan 29, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Added to | 97,640 | 6,563 | 0.14% | 0.15% | 633 | +84,615 | 649.64% | Q4 2025 | Feb 17, 2026 |
| ENCOMPASS WEALTH ADVISORS, LLC | History | Added to | 96,792 | 6,506 | 2.21% | 2.08% | 634 | +4,285 | 4.63% | Q4 2025 | Jan 22, 2026 |
| Convergence Financial, LLC | History | Added to | 96,431 | 6,482 | 0.95% | 0.91% | 635 | +4,675 | 5.1% | Q4 2025 | Feb 11, 2026 |
| Crane Advisory, LLC | History | Added to | 91,337 | 6,481 | 0.98% | 0.76% | 636 | +18,917 | 26.12% | Q4 2025 | Jan 15, 2026 |
| Prosperity Consulting Group, LLC | History | Added to | 96,044 | 6,456 | 0.29% | 0.3% | 637 | +4,833 | 5.3% | Q4 2025 | Feb 17, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Reduced | 95,607 | 6,426 | 1.81% | 1.76% | 638 | -3,651 | -3.68% | Q4 2025 | Jan 15, 2026 |
| CoreCap Advisors, LLC | History | Added to | 95,559 | 6,423 | 0.22% | 0.17% | 639 | +25,515 | 36.43% | Q4 2025 | Jan 13, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | New | 95,181 | 6,413 | 0.19% | — | 640 | +95,181 | New | Q4 2025 | Feb 13, 2026 |
| Peak Wealth Management LLC | History | New | 94,793 | 6,371 | 5.33% | — | 641 | +94,793 | New | Q4 2025 | Feb 04, 2026 |
| LifeWealth Investments, LLC | History | Added to | 94,658 | 6,362 | 2.01% | 1.86% | 642 | +8,928 | 10.41% | Q4 2025 | Jan 26, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 94,641 | 6,361 | 0.1% | 0.04% | 643 | +59,552 | 169.72% | Q4 2025 | Jan 13, 2026 |
| Centurion Wealth Management LLC | History | Added to | 94,596 | 6,358 | 1.39% | 1.25% | 644 | +11,479 | 13.81% | Q4 2025 | Jan 14, 2026 |
| Pointe Capital Management LLC | History | Added to | 94,354 | 6,342 | 3.15% | 2.99% | 645 | +1,527 | 1.64% | Q4 2025 | Feb 17, 2026 |
| Armbruster Capital Management, Inc. | History | Reduced | 93,449 | 6,281 | 1.05% | 1.06% | 646 | -826 | -0.88% | Q4 2025 | Jan 23, 2026 |
| Braun-Bostich & Associates Inc. | History | Added to | 93,321 | 6,273 | 3.87% | 3.24% | 647 | +15,245 | 19.53% | Q4 2025 | Jan 14, 2026 |
| M1 Capital Management LLC | History | Added to | 93,319 | 6,272 | 2.62% | 2.61% | 648 | +1,751 | 1.91% | Q4 2025 | Feb 13, 2026 |
| Shared Vision Wealth Group LLC | History | Added to | 86,253 | 6,262 | 2.54% | 2.06% | 649 | +13,563 | 18.66% | Q4 2025 | Feb 11, 2026 |
| Banco Santander, S.A. | History | New | 92,223 | 6,199 | 0.05% | — | 650 | +92,223 | New | Q4 2025 | Feb 13, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 91,967 | 6,182 | 0.23% | 0.22% | 651 | +6,522 | 7.63% | Q4 2025 | Feb 17, 2026 |
| Lantz Financial LLC | History | Added to | 91,726 | 6,165 | 1.3% | 1.05% | 652 | +19,587 | 27.15% | Q4 2025 | Jan 14, 2026 |
| SAPIENT CAPITAL LLC | History | Added to | 91,007 | 6,132 | 0.09% | 0.05% | 653 | +36,778 | 67.82% | Q4 2025 | Feb 05, 2026 |
| Capital Asset Advisory Services LLC | History | Added to | 86,701 | 6,089 | 0.24% | 0.16% | 654 | +30,315 | 53.76% | Q4 2025 | Jan 09, 2026 |
| CarsonAllaria Wealth Management, Ltd. | History | Added to | 90,525 | 6,085 | 3.02% | 3.04% | 655 | +1,929 | 2.18% | Q4 2025 | Jan 22, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 90,280 | 6,068 | 0.32% | 0.37% | 656 | +1,375 | 1.55% | Q4 2025 | Jan 26, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Added to | 90,265 | 6,067 | 0.38% | 0.36% | 657 | +14,107 | 18.52% | Q4 2025 | Feb 11, 2026 |
| Savvy Advisors, Inc. | History | Added to | 90,144 | 6,059 | 0.2% | 0.15% | 658 | +41,980 | 87.16% | Q4 2025 | Jan 20, 2026 |
| Global Wealth Management Investment Advisory, Inc. | History | Added to | 89,896 | 6,042 | 0.97% | 0.96% | 659 | +3,291 | 3.8% | Q4 2025 | Feb 04, 2026 |
| Portfolio Resources Advisor Group, Inc. | History | New | 89,783 | 6,035 | 6.03% | — | 660 | +89,783 | New | Q4 2025 | Feb 13, 2026 |
| Richard W. Paul & Associates, LLC | History | Added to | 89,653 | 6,026 | 2.0% | 1.93% | 661 | +3,802 | 4.43% | Q4 2025 | Feb 12, 2026 |
| Lutz Financial Services LLC | History | Added to | 89,404 | 6,009 | 0.41% | 0.41% | 662 | +3,637 | 4.24% | Q4 2025 | Feb 06, 2026 |
| Gateway Wealth Partners, LLC | History | Reduced | 89,073 | 5,987 | 0.67% | 0.9% | 663 | -12,589 | -12.38% | Q4 2025 | Feb 11, 2026 |
| OMNI 360 Wealth, Inc. | History | Added to | 84,512 | 5,984 | 3.06% | 2.77% | 664 | +9,668 | 12.92% | Q4 2025 | Jan 29, 2026 |
| Mutual Advisors, LLC | History | Added to | 88,637 | 5,958 | 0.13% | 0.12% | 665 | +5,495 | 6.61% | Q4 2025 | Feb 02, 2026 |
| HANCOCK WHITNEY CORP | History | Reduced | 88,584 | 5,954 | 0.11% | 0.11% | 666 | -1,988 | -2.19% | Q4 2025 | Feb 17, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | Reduced | 88,322 | 5,936 | 0.09% | 0.09% | 667 | -6,540 | -6.89% | Q4 2025 | Feb 12, 2026 |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | History | Added to | 88,225 | 5,930 | 0.51% | 0.36% | 668 | +51,057 | 137.37% | Q4 2025 | Feb 11, 2026 |
| Liquid Strategies, LLC | History | Added to | 87,860 | 5,905 | 1.29% | 1.13% | 669 | +4,975 | 6.0% | Q4 2025 | Jan 27, 2026 |
| Emergent Wealth Advisors, LLC | History | Added to | 87,178 | 5,860 | 3.3% | 3.09% | 670 | +6,269 | 7.75% | Q4 2025 | Jan 14, 2026 |
| Marietta Wealth Management, LLC | History | Reduced | 86,882 | 5,840 | 0.68% | 3.01% | 671 | -286,484 | -76.73% | Q4 2025 | Jan 28, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | Added to | 86,202 | 5,794 | 0.91% | 0.81% | 672 | +11,891 | 16.0% | Q4 2025 | Jan 14, 2026 |
| SAGE RHINO CAPITAL LLC | History | Reduced | 86,183 | 5,793 | 1.09% | 1.17% | 673 | -5,829 | -6.34% | Q4 2025 | Jan 30, 2026 |
| FIRST MERCHANTS CORP | History | Added to | 86,136 | 5,790 | 0.21% | 0.21% | 674 | +1,111 | 1.31% | Q4 2025 | Jan 12, 2026 |
| DEFINED WEALTH MANAGEMENT, LLC | History | Reduced | 85,412 | 5,741 | 3.31% | 3.27% | 675 | -104 | -0.12% | Q4 2025 | Jan 15, 2026 |
| Evolution Wealth Advisors, LLC | History | Added to | 85,199 | 5,727 | 0.58% | 0.6% | 676 | +17,130 | 25.17% | Q4 2025 | Jan 12, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | Added to | 85,039 | 5,716 | 3.91% | 4.07% | 677 | +104 | 0.12% | Q4 2025 | Jan 27, 2026 |
| Custos Family Office, LLC | History | Reduced | 84,450 | 5,676 | 3.87% | 4.38% | 678 | -33,093 | -28.15% | Q4 2025 | Feb 17, 2026 |
| Mechanics Financial Corp | History | Added to | 83,633 | 5,621 | 2.08% | 2.07% | 679 | +675 | 0.81% | Q4 2025 | Jan 22, 2026 |
| QUATTRO FINANCIAL ADVISORS LLC | History | Reduced | 83,458 | 5,610 | 1.67% | 1.91% | 680 | -8,210 | -8.96% | Q4 2025 | Jan 26, 2026 |
| Sage Advisory Services, Ltd.Co. | History | Reduced | 83,202 | 5,593 | 3.05% | 2.97% | 681 | -2,642 | -3.08% | Q4 2025 | Jan 28, 2026 |
| Cornerstone Management, Inc. | History | Added to | 83,192 | 5,592 | 0.91% | 0.9% | 682 | +1,014 | 1.23% | Q4 2025 | Feb 06, 2026 |
| Mosley Wealth Management | History | New | 83,086 | 5,585 | 2.56% | — | 683 | +83,086 | New | Q4 2025 | Feb 12, 2026 |
| Greenspring Advisors, LLC | History | New | 82,810 | 5,566 | 0.34% | — | 684 | +82,810 | New | Q4 2025 | Feb 10, 2026 |
| Harbour Capital Advisors, LLC | History | Reduced | 80,577 | 5,559 | 1.13% | 1.1% | 685 | -251 | -0.31% | Q4 2025 | Jan 07, 2026 |
| Hoxton Planning & Management, LLC | History | Added to | 82,336 | 5,534 | 1.65% | 1.49% | 686 | +12,198 | 17.39% | Q4 2025 | Feb 11, 2026 |
| JSF Financial, LLC | History | Added to | 82,246 | 5,528 | 1.15% | 1.2% | 687 | +49 | 0.06% | Q4 2025 | Feb 04, 2026 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | History | Added to | 82,095 | 5,518 | 0.72% | 0.68% | 688 | +3,813 | 4.87% | Q4 2025 | Feb 10, 2026 |
| SOUTHERN CAPITAL ADVISORS, LLC | History | Reduced | 81,934 | 5,507 | 2.54% | 2.57% | 689 | -1,387 | -1.66% | Q4 2025 | Jan 28, 2026 |
| A4 Wealth Advisors LLC | History | Added to | 81,781 | 5,497 | 4.76% | 2.26% | 690 | +41,029 | 100.68% | Q4 2025 | Feb 13, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Added to | 81,431 | 5,473 | 0.67% | 0.65% | 691 | +5,273 | 6.92% | Q4 2025 | Jan 07, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 81,312 | 5,465 | 0.13% | 0.13% | 692 | +5,936 | 7.88% | Q4 2025 | Jan 28, 2026 |
| Scissortail Wealth Management, LLC | History | Reduced | 81,126 | 5,453 | 1.24% | 1.17% | 693 | -619 | -0.76% | Q4 2025 | Jan 29, 2026 |
| Tacita Capital Inc | History | Added to | 81,056 | 5,448 | 3.16% | 3.22% | 694 | +201 | 0.25% | Q4 2025 | Feb 11, 2026 |
| James J. Burns & Company, LLC | History | Added to | 80,787 | 5,430 | 0.75% | 0.79% | 695 | +498 | 0.62% | Q4 2025 | Jan 23, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | Added to | 80,511 | 5,411 | 2.02% | 2.07% | 696 | +914 | 1.15% | Q4 2025 | Jan 08, 2026 |
| Life Planning Partners, Inc | History | Reduced | 80,173 | 5,389 | 4.13% | 4.14% | 697 | -5,746 | -6.69% | Q4 2025 | Jan 16, 2026 |
| PCM Encore, LLC | History | New | 79,682 | 5,356 | 1.14% | — | 698 | +79,682 | New | Q4 2025 | Feb 13, 2026 |
| BCS Wealth Management | History | Added to | 79,371 | 5,335 | 0.54% | 0.63% | 699 | +36,689 | 85.96% | Q4 2025 | Jan 26, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 79,199 | 5,323 | 0.24% | 0.23% | 700 | -2,341 | -2.87% | Q4 2025 | Feb 17, 2026 |
| NWAM LLC | History | Reduced | 73,073 | 5,299 | 0.3% | 0.32% | 701 | -14,557 | -16.61% | Q4 2025 | Feb 04, 2026 |
| Asset Dedication, LLC | History | Reduced | 78,716 | 5,291 | 0.35% | 0.35% | 702 | -1,323 | -1.65% | Q4 2025 | Jan 26, 2026 |
| Daviman Financial, LLC | History | New | 78,358 | 5,267 | 3.09% | — | 703 | +78,358 | New | Q4 2025 | Feb 06, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 78,187 | 5,255 | 0.63% | 0.3% | 704 | +42,313 | 117.95% | Q4 2025 | Jan 26, 2026 |
| RFG Advisory, LLC | History | Added to | 77,931 | 5,238 | 0.1% | 0.08% | 705 | +17,555 | 29.08% | Q4 2025 | Feb 03, 2026 |
| Sequent Planning LLC | History | Added to | 77,742 | 5,225 | 1.33% | 1.15% | 706 | +16,011 | 25.94% | Q4 2025 | Feb 05, 2026 |
| Rothschild & Co Wealth Management UK Ltd | History | Added to | 77,701 | 5,223 | 0.08% | 0.05% | 707 | +30,060 | 63.1% | Q4 2025 | Jan 28, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Reduced | 77,614 | 5,217 | 0.0% | 0.0% | 708 | -4,551 | -5.54% | Q4 2025 | Feb 13, 2026 |
| Willis Johnson & Associates, Inc. | History | Reduced | 77,494 | 5,209 | 0.32% | 0.32% | 709 | -935 | -1.19% | Q4 2025 | Jan 22, 2026 |
| Allie Family Office LLC | History | Added to | 77,475 | 5,207 | 2.43% | 2.42% | 710 | +145 | 0.19% | Q4 2025 | Feb 13, 2026 |
| Steele Capital Management, Inc. | History | Added to | 77,124 | 5,184 | 0.22% | 0.22% | 711 | +2,999 | 4.05% | Q4 2025 | Jan 27, 2026 |
| Shelter Mutual Insurance Co | History | No change | 77,114 | 5,183 | 1.16% | 1.14% | 712 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Myriad Asset Management US LP | History | Reduced | 76,926 | 5,170 | 8.66% | 21.26% | 713 | -516,458 | -87.04% | Q4 2025 | Jan 20, 2026 |
| Vericrest Private Wealth | History | New | 76,726 | 5,157 | 4.58% | — | 714 | +76,726 | New | Q4 2025 | Mar 12, 2026 |
| LIFELONG WEALTH ADVISORS, INC. | History | Reduced | 76,416 | 5,136 | 1.36% | 1.5% | 715 | -91 | -0.12% | Q4 2025 | Jan 12, 2026 |
| Rosenberg Matthew Hamilton | History | Added to | 76,376 | 5,133 | 1.06% | 1.06% | 716 | +1,636 | 2.19% | Q4 2025 | Jan 05, 2026 |
| FAS Wealth Partners, Inc. | History | Reduced | 76,058 | 5,112 | 0.33% | 0.35% | 717 | -1,800 | -2.31% | Q4 2025 | Feb 18, 2026 |
| 5T Wealth, LLC | History | Added to | 75,944 | 5,103 | 2.04% | 1.89% | 718 | +10,004 | 15.17% | Q4 2025 | Jan 27, 2026 |
| Arete Wealth Advisors, LLC | History | Reduced | 75,483 | 5,074 | 0.31% | 0.32% | 719 | -701 | -0.92% | Q4 2025 | Feb 13, 2026 |
| Bank of Jackson Hole Trust | History | Added to | 75,278 | 5,060 | 2.4% | 2.44% | 720 | +1,296 | 1.75% | Q4 2025 | Feb 12, 2026 |
| EWA, LLC | History | Added to | 75,234 | 5,057 | 1.23% | 1.07% | 721 | +16,756 | 28.65% | Q4 2025 | Feb 03, 2026 |
| Winthrop Capital Management, LLC | History | Reduced | 75,167 | 5,053 | 1.18% | 1.25% | 722 | -3,195 | -4.08% | Q4 2025 | Feb 10, 2026 |
| 10Elms LLP | History | Added to | 74,793 | 5,027 | 4.61% | 4.41% | 723 | +366 | 0.49% | Q4 2025 | Feb 13, 2026 |
| CAMELOT TECHNOLOGY ADVISORS, INC. | History | Added to | 74,706 | 5,021 | 3.73% | 3.55% | 724 | +6,865 | 10.12% | Q4 2025 | Jan 14, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 74,172 | 4,985 | 0.1% | 0.09% | 725 | +7,779 | 11.72% | Q4 2025 | Feb 06, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 66,848 | 4,976 | 0.78% | 0.59% | 726 | +12,552 | 23.12% | Q4 2025 | Feb 02, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 74,012 | 4,974 | 0.06% | 0.05% | 727 | +9,691 | 15.07% | Q4 2025 | Feb 02, 2026 |
| Argent Trust Co | History | Added to | 73,969 | 4,972 | 0.17% | 0.13% | 728 | +16,504 | 28.72% | Q4 2025 | Feb 10, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | Added to | 73,657 | 4,951 | 1.6% | 0.11% | 729 | +63,377 | 616.51% | Q4 2025 | Jan 27, 2026 |
| Capital Group Private Client Services, Inc. | History | Added to | 73,556 | 4,944 | 0.08% | 0.08% | 730 | +1,162 | 1.61% | Q4 2025 | Feb 11, 2026 |
| Foundry Financial Group, Inc. | History | Added to | 73,189 | 4,919 | 2.46% | 2.45% | 731 | +2,317 | 3.27% | Q4 2025 | Feb 04, 2026 |
| Avos Capital Management, LLC | History | Added to | 72,907 | 4,900 | 2.14% | 2.24% | 732 | +20 | 0.03% | Q4 2025 | Feb 13, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 78,731 | 4,880 | 0.12% | 0.1% | 733 | -2,522 | -3.1% | Q4 2025 | Feb 11, 2026 |
| eCIO, Inc. | History | Added to | 72,136 | 4,848 | 2.26% | 1.28% | 734 | +20,087 | 38.59% | Q4 2025 | Jan 20, 2026 |
| FWG Investments, LLC. | History | Reduced | 72,088 | 4,845 | 3.09% | 4.16% | 735 | -19,879 | -21.62% | Q4 2025 | Jan 28, 2026 |
| SBI Okasan Asset Management Co.Ltd. | History | New | 71,860 | 4,830 | 0.27% | — | 736 | +71,860 | New | Q4 2025 | Feb 10, 2026 |
| Canopy Partners, LLC | History | Added to | 71,727 | 4,821 | 1.57% | 1.58% | 737 | +180 | 0.25% | Q4 2025 | Feb 12, 2026 |
| MMA ASSET MANAGEMENT LLC | History | Added to | 70,419 | 4,733 | 1.69% | 1.52% | 738 | +1,161 | 1.68% | Q4 2025 | Feb 03, 2026 |
| WETZEL INVESTMENT ADVISORS, INC. | History | Added to | 70,423 | 4,733 | 1.92% | 1.97% | 739 | +515 | 0.74% | Q4 2025 | Jan 22, 2026 |
| GRAND WEALTH MANAGEMENT, LLC | History | Reduced | 70,402 | 4,732 | 2.15% | 2.24% | 740 | -124 | -0.18% | Q4 2025 | Jan 26, 2026 |
| Retirement Wealth Solutions LLC | History | Added to | 70,378 | 4,730 | 2.99% | 2.48% | 741 | +13,236 | 23.16% | Q4 2025 | Jan 07, 2026 |
| VANCE WEALTH, LLC | History | Reduced | 70,191 | 4,718 | 1.4% | 1.45% | 742 | -1,238 | -1.73% | Q4 2025 | Feb 17, 2026 |
| NorthLanding Financial Partners, LLC | History | Added to | 70,050 | 4,708 | 3.78% | 3.82% | 743 | +628 | 0.9% | Q4 2025 | Jan 26, 2026 |
| Morling Financial Advisors, LLC | History | Added to | 69,966 | 4,703 | 1.48% | 1.52% | 744 | +326 | 0.47% | Q4 2025 | Feb 06, 2026 |
| FIRST UNITED BANK & TRUST | History | Added to | 69,246 | 4,654 | 1.49% | 1.13% | 745 | +16,655 | 31.67% | Q4 2025 | Jan 21, 2026 |
| Smith Salley Wealth Management | History | Reduced | 69,246 | 4,654 | 0.23% | 0.23% | 746 | -3 | -0.0% | Q4 2025 | Jan 27, 2026 |
| Beacon Bank & Trust | History | Added to | 69,212 | 4,652 | 0.94% | 0.92% | 747 | +4,094 | 6.29% | Q4 2025 | Feb 17, 2026 |
| Legacy Edge Advisors, LLC | History | New | 68,858 | 4,628 | 0.51% | — | 748 | +68,858 | New | Q4 2025 | Feb 02, 2026 |
| Astra Wealth Partners LLC | History | Added to | 68,499 | 4,604 | 2.71% | 2.89% | 749 | +2,568 | 3.89% | Q4 2025 | Feb 02, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | Added to | 68,300 | 4,591 | 0.36% | 0.35% | 750 | +8,004 | 13.27% | Q4 2025 | Jan 28, 2026 |
| Crewe Advisors LLC | History | Added to | 68,052 | 4,574 | 0.41% | 0.41% | 751 | +2,863 | 4.39% | Q4 2025 | Jan 16, 2026 |
| CENTRAL TRUST Co | History | Added to | 67,955 | 4,567 | 0.09% | 0.06% | 752 | +22,397 | 49.16% | Q4 2025 | Feb 02, 2026 |
| Arbor Investment Advisors, LLC | History | Reduced | 67,667 | 4,548 | 0.6% | 0.57% | 753 | -698 | -1.02% | Q4 2025 | Jan 23, 2026 |
| DecisionMap Wealth Management, LLC | History | Added to | 67,437 | 4,533 | 2.79% | 2.71% | 754 | +3,252 | 5.07% | Q4 2025 | Jan 07, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Added to | 67,137 | 4,512 | 0.49% | 0.46% | 755 | +3,910 | 6.18% | Q4 2025 | Jan 28, 2026 |
| United Advisor Group, LLC | History | Added to | 66,987 | 4,502 | 0.56% | 0.58% | 756 | +2,001 | 3.08% | Q4 2025 | Jan 26, 2026 |
| LifePlan Investment Advisors, Inc. | History | Reduced | 66,897 | 4,496 | 1.83% | 2.74% | 757 | -32,085 | -32.41% | Q4 2025 | Feb 09, 2026 |
| King Wealth Management Group | History | Added to | 66,638 | 4,479 | 0.54% | 0.54% | 758 | +1,236 | 1.89% | Q4 2025 | Feb 09, 2026 |
| Element Wealth, LLC | History | Added to | 66,625 | 4,478 | 1.85% | 1.85% | 759 | +1,994 | 3.09% | Q4 2025 | Feb 13, 2026 |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | History | Reduced | 66,524 | 4,471 | 0.33% | 0.3% | 760 | -420 | -0.63% | Q4 2025 | Jan 23, 2026 |
| RIVER'S EDGE WEALTH MANAGEMENT, LLC | History | New | 59,564 | 4,465 | 4.36% | — | 761 | +59,564 | New | Q4 2025 | Feb 17, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 66,242 | 4,452 | 0.03% | 0.03% | 762 | +2,047 | 3.19% | Q4 2025 | Jan 29, 2026 |
| DRAVO BAY LLC | History | Reduced | 66,220 | 4,451 | 1.85% | 1.96% | 763 | -978 | -1.46% | Q4 2025 | Jan 27, 2026 |
| Plancorp, LLC | History | Added to | 66,211 | 4,450 | 0.13% | 0.14% | 764 | +899 | 1.38% | Q4 2025 | Feb 05, 2026 |
| Rodgers & Associates, LTD | History | Reduced | 65,829 | 4,425 | 0.45% | 0.46% | 765 | -1,687 | -2.5% | Q4 2025 | Jan 22, 2026 |
| Stone Summit Wealth LLC | History | Added to | 65,154 | 4,379 | 1.19% | 1.12% | 766 | +5,294 | 8.84% | Q4 2025 | Jan 27, 2026 |
| Charles Schwab Trust Co | History | Added to | 65,003 | 4,369 | 0.29% | 0.29% | 767 | +17 | 0.03% | Q4 2025 | Jan 09, 2026 |
| Aerodigm Wealth, LLC | History | Reduced | 64,940 | 4,365 | 1.54% | 1.85% | 768 | -1,200 | -1.81% | Q4 2025 | Feb 06, 2026 |
| Minot DeBlois Advisors LLC | History | Reduced | 64,711 | 4,349 | 3.91% | 3.97% | 769 | -1,800 | -2.71% | Q4 2025 | Feb 13, 2026 |
| New Hampshire Trust | History | Reduced | 64,640 | 4,345 | 0.85% | 0.94% | 770 | -8,853 | -12.05% | Q4 2025 | Jan 29, 2026 |
| NORTH STAR ASSET MANAGEMENT INC | History | Added to | 64,193 | 4,315 | 0.17% | 0.17% | 771 | +2,003 | 3.22% | Q4 2025 | Feb 09, 2026 |
| Invera Wealth Advisors, LLC | History | Reduced | 63,992 | 4,301 | 2.72% | 2.79% | 772 | -4,587 | -6.69% | Q4 2025 | Jan 23, 2026 |
| Intergy Private Wealth, LLC | History | Added to | 63,361 | 4,259 | 1.28% | 1.3% | 773 | +223 | 0.35% | Q4 2025 | Jan 22, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 62,623 | 4,209 | 0.1% | 0.1% | 774 | +274 | 0.44% | Q4 2025 | Feb 13, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 62,567 | 4,205 | 0.27% | 0.26% | 775 | +5,340 | 9.33% | Q4 2025 | Jan 23, 2026 |
| Nova R Wealth, Inc. | History | Reduced | 62,125 | 4,176 | 1.52% | 1.83% | 776 | -3,393 | -5.18% | Q4 2025 | Jan 14, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 61,887 | 4,160 | 0.3% | 0.3% | 777 | +78 | 0.13% | Q4 2025 | Feb 11, 2026 |
| Asset Allocation Strategies LLC | History | Added to | 61,825 | 4,155 | 0.77% | 0.73% | 778 | +5,873 | 10.5% | Q4 2025 | Feb 13, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 61,695 | 4,147 | 0.17% | 0.16% | 779 | +2,359 | 3.98% | Q4 2025 | Feb 09, 2026 |
| Cranbrook Wealth Management, LLC | History | Reduced | 61,502 | 4,134 | 0.82% | 0.84% | 780 | -2,098 | -3.3% | Q4 2025 | Jan 28, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 61,360 | 4,124 | 0.31% | 0.19% | 781 | +25,477 | 71.0% | Q4 2025 | Jan 09, 2026 |
| Elmwood Wealth Management, Inc. | History | Added to | 60,849 | 4,090 | 1.29% | 1.32% | 782 | +4,258 | 7.52% | Q4 2025 | Jan 08, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 60,398 | 4,059 | 0.01% | 0.01% | 783 | +14,083 | 30.41% | Q4 2025 | Feb 12, 2026 |
| RCS Financial Planning, LLC | History | Added to | 60,191 | 4,046 | 1.74% | 1.36% | 784 | +13,425 | 28.71% | Q4 2025 | Jan 15, 2026 |
| SOUTH PLAINS FINANCIAL, INC. | History | Added to | 60,184 | 4,045 | 2.41% | 2.46% | 785 | +278 | 0.46% | Q4 2025 | Feb 13, 2026 |
| EPG Wealth Management LLC | History | Added to | 60,147 | 4,043 | 1.09% | 1.09% | 786 | +40 | 0.07% | Q4 2025 | Jan 28, 2026 |
| ISLAY CAPITAL MANAGEMENT, LLC | History | Reduced | 60,033 | 4,035 | 2.37% | 2.63% | 787 | -9,770 | -14.0% | Q4 2025 | Feb 17, 2026 |
| OAK HARBOR WEALTH PARTNERS, LLC | History | Reduced | 59,899 | 4,026 | 0.97% | 1.02% | 788 | -2,968 | -4.72% | Q4 2025 | Feb 02, 2026 |
| HUB Investment Partners, LLC | History | Reduced | 59,062 | 3,970 | 0.1% | 0.15% | 789 | -7,734 | -11.58% | Q4 2025 | Feb 17, 2026 |
| Barnes Wealth Management Group, Inc | History | Added to | 58,590 | 3,938 | 2.11% | 1.72% | 790 | +11,331 | 23.98% | Q4 2025 | Feb 24, 2026 |
| Cyndeo Wealth Partners, LLC | History | Added to | 58,306 | 3,919 | 0.21% | 0.19% | 791 | +6,780 | 13.16% | Q4 2025 | Jan 07, 2026 |
| Koesten, Hirschmann & Crabtree, INC. | History | Reduced | 58,133 | 3,907 | 1.92% | 1.91% | 792 | -2,612 | -4.3% | Q4 2025 | Feb 09, 2026 |
| Walker Financial Services, Inc. | History | Added to | 57,956 | 3,895 | 1.41% | 1.0% | 793 | +19,080 | 49.08% | Q4 2025 | Jan 28, 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | Added to | 57,827 | 3,887 | 1.42% | 0.87% | 794 | +27,067 | 87.99% | Q4 2025 | Feb 12, 2026 |
| CYPRESS FINANCIAL PLANNING LLC | History | Added to | 57,698 | 3,887 | 1.07% | 1.1% | 795 | +2,849 | 5.19% | Q4 2025 | Jan 14, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Added to | 57,727 | 3,880 | 0.19% | 0.18% | 796 | +3,581 | 6.61% | Q4 2025 | Feb 04, 2026 |
| Princeton Global Asset Management LLC | History | Added to | 56,815 | 3,819 | 0.62% | 0.61% | 797 | +680 | 1.21% | Q4 2025 | Jan 20, 2026 |
| Pembroke Management, LTD | History | Reduced | 56,439 | 3,793 | 0.39% | 0.38% | 798 | -1,173 | -2.04% | Q4 2025 | Feb 12, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 56,391 | 3,790 | 0.33% | 0.31% | 799 | +3,830 | 7.29% | Q4 2025 | Jan 26, 2026 |
| 4Thought Financial Group Inc. | History | Reduced | 56,378 | 3,789 | 1.88% | 2.09% | 800 | -6,393 | -10.18% | Q4 2025 | Jan 29, 2026 |