iSHARES TRUST - IGSB
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 3 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| NORTHERN TRUST CORP | History | Added to | 24,536,805 | 1,297,506 | 0.17% | 0.16% | 1 | +599,204 | 2.5% | Q4 2025 | Feb 17, 2026 |
| Matson Money. Inc. | History | Added to | 14,121,474 | 746,743 | 23.6% | 23.77% | 2 | +514,722 | 3.78% | Q4 2025 | Jan 20, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 13,197,889 | 703,321 | 0.16% | 0.16% | 3 | +35,686 | 0.27% | Q4 2025 | Feb 17, 2026 |
| BlackRock, Inc. | History | Added to | 11,856,880 | 626,991 | 0.01% | 0.01% | 4 | +179,571 | 1.54% | Q4 2025 | Feb 12, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 11,093,818 | 586,641 | 0.09% | 0.09% | 5 | +221,056 | 2.03% | Q4 2025 | Feb 13, 2026 |
| EP Wealth Advisors, LLC | History | New | 10,517,099 | 556,144 | 2.89% | — | 6 | +10,517,099 | New | Q4 2025 | Feb 18, 2026 |
| Kiker Wealth Management, LLC | History | Reduced | 9,218 | 487,448 | 16.17% | 4.32% | 7 | -152,125 | -94.29% | Q4 2025 | Jan 30, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 9,104,943 | 481,469 | 0.06% | 0.05% | 8 | +816,653 | 9.85% | Q4 2025 | Mar 25, 2026 |
| MORGAN STANLEY | History | Added to | 8,596,267 | 454,570 | 0.03% | 0.03% | 9 | +437,915 | 5.37% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 7,843,463 | 414,762 | 0.03% | 0.03% | 10 | +502,405 | 6.84% | Q4 2025 | Feb 17, 2026 |
| BARINGS LLC | History | No change | 6,840,027 | 361,700 | 6.66% | 6.91% | 11 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 6,011,915 | 317,910 | 0.09% | 0.1% | 12 | -421,913 | -6.56% | Q4 2025 | Feb 10, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 5,635,531 | 298,006 | 54.18% | 4.37% | 13 | +461,917 | 8.93% | Q4 2025 | Mar 04, 2026 |
| ALLSTATE CORP | History | Reduced | 5,265,197 | 278,423 | 3.8% | 8.31% | 14 | -1,599,544 | -23.3% | Q4 2025 | Feb 09, 2026 |
| UBS Group AG | History | Added to | 4,951,894 | 261,856 | 0.04% | 0.04% | 15 | +316,312 | 6.82% | Q4 2025 | Jan 29, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 4,838,714 | 255,871 | 0.49% | 0.49% | 16 | +276,694 | 6.07% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 3,820,763 | 202,042 | 0.06% | 0.06% | 17 | +469,870 | 14.02% | Q4 2025 | Feb 18, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 3,786,736 | 200,242 | 0.11% | 0.13% | 18 | -109,920 | -2.82% | Q4 2025 | Feb 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 3,651,534 | 193,093 | 0.04% | 0.03% | 19 | +283,821 | 8.43% | Q4 2025 | Feb 13, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 3,486,912 | 184,387 | 0.17% | 0.17% | 20 | +62,953 | 1.84% | Q4 2025 | Feb 13, 2026 |
| Members Trust Co | History | Added to | 3,060,847 | 161,857 | 5.28% | 5.27% | 21 | +38,630 | 1.28% | Q4 2025 | Jan 15, 2026 |
| LPL Financial LLC | History | Added to | 2,988,039 | 158,007 | 0.04% | 0.04% | 22 | +424,481 | 16.56% | Q4 2025 | Feb 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 2,836,967 | 150,018 | 0.2% | 0.2% | 23 | -84,892 | -2.91% | Q4 2025 | Feb 12, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 2,779,041 | 146,955 | 0.01% | 0.01% | 24 | -687,196 | -19.83% | Q4 2025 | Feb 11, 2026 |
| FMR LLC | History | Reduced | 2,385,665 | 126,153 | 0.01% | 0.02% | 25 | -5,668,266 | -70.38% | Q4 2025 | Feb 17, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Added to | 2,322,870 | 122,833 | 1.79% | 1.71% | 26 | +167,383 | 7.77% | Q4 2025 | Feb 09, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 2,313,003 | 122,311 | 0.16% | 0.16% | 27 | +12,253 | 0.53% | Q4 2025 | Feb 02, 2026 |
| SONA ASSET MANAGEMENT (US) LLC | History | Added to | 2,270,000 | 120,037 | 2.73% | 1.47% | 28 | +1,135,000 | 100.0% | Q4 2025 | Feb 17, 2026 |
| Focus Partners Wealth | History | Added to | 2,120,830 | 112,149 | 0.13% | 0.06% | 29 | +1,403,348 | 195.59% | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 2,112,028 | 111,684 | 0.02% | — | 30 | +2,112,028 | New | Q4 2025 | Feb 17, 2026 |
| Composition Wealth, LLC | History | Added to | 1,935,670 | 102,358 | 1.47% | 1.46% | 31 | +102,614 | 5.6% | Q4 2025 | Feb 02, 2026 |
| Point72 Asset Management, L.P. | History | Reduced | 1,878,500 | 99,335 | 0.11% | 0.22% | 32 | -553,500 | -22.76% | Q4 2025 | Feb 17, 2026 |
| Haverford Trust Co | History | Added to | 1,841,663 | 97,387 | 0.87% | 0.84% | 33 | +79,230 | 4.5% | Q4 2025 | Feb 13, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 1,807,194 | 95,564 | 0.34% | 0.32% | 34 | +71,512 | 4.12% | Q4 2025 | Jan 30, 2026 |
| Busey Bank | History | Reduced | 1,802,175 | 95,299 | 2.51% | 2.69% | 35 | -14,935 | -0.82% | Q4 2025 | Jan 27, 2026 |
| HighTower Advisors, LLC | History | Added to | 1,769,948 | 93,594 | 0.1% | 0.1% | 36 | +63,895 | 3.75% | Q4 2025 | Feb 06, 2026 |
| Williams Jones Wealth Management, LLC. | History | Added to | 1,741,769 | 92,104 | 1.04% | 0.95% | 37 | +169,709 | 10.8% | Q4 2025 | Feb 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 1,627,245 | 86,048 | 0.21% | 0.21% | 38 | +170,448 | 11.7% | Q4 2025 | Feb 13, 2026 |
| ASSETMARK, INC | History | Added to | 1,609,927 | 85,132 | 0.17% | 0.16% | 39 | +233,657 | 16.98% | Q4 2025 | Jan 23, 2026 |
| Parkside Investments, LLC | History | Added to | 1,605,056 | 84,875 | 10.69% | 10.37% | 40 | +39,720 | 2.54% | Q4 2025 | Feb 09, 2026 |
| MAI Capital Management | History | Added to | 1,572,299 | 83,143 | 0.48% | 0.48% | 41 | +112,185 | 7.68% | Q4 2025 | Feb 13, 2026 |
| Destination Wealth Management | History | Added to | 1,500,714 | 79,357 | 2.08% | 2.12% | 42 | +49,521 | 3.41% | Q4 2025 | Feb 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 1,417,157 | 74,939 | 0.41% | 0.44% | 43 | -7,091 | -0.5% | Q4 2025 | Feb 11, 2026 |
| One Capital Management, LLC | History | Added to | 1,375,500 | 72,736 | 2.2% | 2.17% | 44 | +95,046 | 7.42% | Q4 2025 | Feb 10, 2026 |
| RiverFront Investment Group, LLC | History | Added to | 1,368,310 | 72,356 | 1.19% | 0.41% | 45 | +929,944 | 212.14% | Q4 2025 | Feb 05, 2026 |
| Mariner, LLC | History | Added to | 1,311,644 | 69,359 | 0.08% | 0.09% | 46 | +63,234 | 5.07% | Q4 2025 | Feb 13, 2026 |
| Cetera Investment Advisers | History | Added to | 1,292,382 | 68,341 | 0.07% | 0.07% | 47 | +198,946 | 18.19% | Q4 2025 | Feb 17, 2026 |
| US BANCORP \DE\ | History | Added to | 1,250,828 | 66,143 | 0.08% | 0.07% | 48 | +88,938 | 7.65% | Q4 2025 | Jan 30, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | Added to | 1,241,553 | 65,653 | 22.22% | 20.92% | 49 | +139,472 | 12.66% | Q4 2025 | Jan 20, 2026 |
| Dynasty Wealth Management, LLC | History | Reduced | 1,211,139 | 64,045 | 0.63% | 1.14% | 50 | -396,800 | -24.68% | Q4 2025 | Feb 10, 2026 |
| Quotient Wealth Partners, LLC | History | Reduced | 1,197,667 | 63,332 | 1.69% | 2.26% | 51 | -358,763 | -23.05% | Q4 2025 | Jan 22, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Added to | 1,094,500 | 57,877 | 0.03% | 0.02% | 52 | +320,500 | 41.41% | Q4 2025 | Jan 23, 2026 |
| Klaas Financial Asset Advisors, LLC | History | Added to | 1,058,282 | 55,961 | 8.12% | 7.84% | 53 | +73,568 | 7.47% | Q4 2025 | Jan 27, 2026 |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | History | Added to | 1,054,258 | 55,749 | 0.99% | 0.93% | 54 | +52,803 | 5.27% | Q4 2025 | Feb 12, 2026 |
| Meeder Advisory Services, Inc. | History | Added to | 953,003 | 50,394 | 2.16% | 2.14% | 55 | +83,402 | 9.59% | Q4 2025 | Feb 11, 2026 |
| GREENWOOD GEARHART INC | History | Added to | 928,984 | 49,124 | 2.7% | 2.69% | 56 | +48,306 | 5.49% | Q4 2025 | Feb 04, 2026 |
| Dakota Wealth Management | History | Added to | 922,476 | 48,780 | 0.87% | 0.8% | 57 | +177,928 | 23.9% | Q4 2025 | Jan 13, 2026 |
| Arax Advisory Partners | History | New | 919,529 | 48,624 | 1.42% | — | 58 | +919,529 | New | Q4 2025 | Feb 13, 2026 |
| Zurich Insurance Group Ltd/FI | History | No change | 894,272 | 47,271 | 0.33% | 0.34% | 59 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Cerity Partners LLC | History | Added to | 882,955 | 46,690 | 0.07% | 0.02% | 60 | +632,623 | 252.71% | Q4 2025 | Feb 11, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 882,497 | 46,670 | 0.07% | 0.07% | 61 | -76,250 | -7.95% | Q4 2025 | Feb 17, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 854,485 | 45,185 | 0.51% | 0.52% | 62 | -4,296 | -0.5% | Q4 2025 | Feb 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 845,391 | 44,704 | 0.02% | 0.02% | 63 | +19,744 | 2.39% | Q4 2025 | Feb 12, 2026 |
| Bangor Savings Bank | History | Added to | 841,625 | 44,505 | 3.58% | 3.48% | 64 | +53,862 | 6.84% | Q4 2025 | Jan 16, 2026 |
| CUTLER INVESTMENT COUNSEL LLC | History | Added to | 840,439 | 44,442 | 4.62% | 4.51% | 65 | +28,421 | 3.5% | Q4 2025 | Feb 12, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 815,286 | 43,112 | 0.92% | 0.86% | 66 | +97,349 | 13.56% | Q4 2025 | Feb 05, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 796,753 | 42,132 | 0.1% | 0.09% | 67 | +104,498 | 15.1% | Q4 2025 | Feb 11, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 779,683 | 41,229 | 0.75% | 0.78% | 68 | +23,531 | 3.11% | Q4 2025 | Jan 23, 2026 |
| Clearwater Capital Advisors, LLC | History | Reduced | 769,248 | 40,677 | 3.39% | 5.19% | 69 | -378,788 | -32.99% | Q4 2025 | Feb 09, 2026 |
| Pathstone Holdings, LLC | History | New | 763,859 | 40,392 | 0.16% | — | 70 | +763,859 | New | Q4 2025 | Feb 13, 2026 |
| PDS Planning, Inc | History | Reduced | 729,396 | 38,570 | 2.58% | 2.74% | 71 | -17,487 | -2.34% | Q4 2025 | Jan 26, 2026 |
| 1832 Asset Management L.P. | History | Added to | 695,823 | 36,795 | 0.03% | 0.02% | 72 | +177,061 | 34.13% | Q4 2025 | Feb 13, 2026 |
| PALISADE CAPITAL MANAGEMENT, LP | History | Added to | 686,181 | 36,285 | 1.08% | 0.64% | 73 | +240,149 | 53.84% | Q4 2025 | Feb 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 673,413 | 35,650 | 0.05% | 0.05% | 74 | +42,958 | 6.81% | Q4 2025 | Jan 08, 2026 |
| Stockman Wealth Management, Inc. | History | Added to | 674,135 | 35,648 | 4.15% | 4.19% | 75 | +37,181 | 5.84% | Q4 2025 | Jan 29, 2026 |
| Nelson Capital Management, LLC | History | Added to | 660,602 | 34,932 | 4.09% | 3.63% | 76 | +86,242 | 15.02% | Q4 2025 | Feb 10, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 628,580 | 33,239 | 0.12% | 0.12% | 77 | +11,886 | 1.93% | Q4 2025 | Feb 06, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 624,271 | 33,011 | 0.06% | 0.06% | 78 | +38,267 | 6.53% | Q4 2025 | Mar 16, 2026 |
| Schaeffer Financial LLC | History | Added to | 610,040 | 32,258 | 28.15% | 19.65% | 79 | +201,313 | 49.25% | Q4 2025 | Jan 30, 2026 |
| ARKANSAS FINANCIAL GROUP, INC. | History | Reduced | 600,168 | 31,736 | 4.58% | 4.87% | 80 | -23,773 | -3.81% | Q4 2025 | Jan 28, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 576,009 | 30,459 | 0.38% | 0.44% | 81 | -70,972 | -10.97% | Q4 2025 | Feb 05, 2026 |
| Legal & General Group Plc | History | Added to | 570,062 | 30,139 | 0.01% | 0.0% | 82 | +189,717 | 49.88% | Q4 2025 | Feb 09, 2026 |
| MONOGRAPH WEALTH ADVISORS, LLC | History | Added to | 565,044 | 29,879 | 2.93% | 2.88% | 83 | +28,480 | 5.31% | Q4 2025 | Feb 13, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 564,091 | 29,829 | 0.18% | 0.2% | 84 | +26,960 | 5.02% | Q4 2025 | Feb 17, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 554,652 | 29,329 | 0.36% | 0.36% | 85 | +10,346 | 1.9% | Q4 2025 | Jan 21, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 552,128 | 29,196 | 1.21% | 1.15% | 86 | +36,206 | 7.02% | Q4 2025 | Feb 09, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 538,206 | 28,459 | 0.31% | 0.3% | 87 | +38,931 | 7.8% | Q4 2025 | Feb 02, 2026 |
| Mutual Advisors, LLC | History | Reduced | 536,625 | 28,376 | 0.61% | 0.67% | 88 | -37,171 | -6.48% | Q4 2025 | Feb 02, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 527,737 | 27,906 | 0.27% | 0.3% | 89 | -15,202 | -2.8% | Q4 2025 | Feb 13, 2026 |
| NewSquare Capital LLC | History | Reduced | 520,506 | 27,524 | 2.43% | 2.34% | 90 | -129,000 | -19.86% | Q4 2025 | Feb 17, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 518,662 | 27,478 | 0.68% | 0.69% | 91 | +25,873 | 5.25% | Q4 2025 | Jan 28, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 518,631 | 27,425 | 0.19% | 0.22% | 92 | +26,388 | 5.36% | Q4 2025 | Feb 18, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Reduced | 512,016 | 27,075 | 0.35% | 0.37% | 93 | -17,588 | -3.32% | Q4 2025 | Jan 22, 2026 |
| Lutz Financial Services LLC | History | Added to | 486,755 | 25,739 | 1.75% | 1.84% | 94 | +6,407 | 1.33% | Q4 2025 | Feb 06, 2026 |
| DT Investment Partners, LLC | History | Reduced | 474,974 | 25,116 | 2.08% | 2.34% | 95 | -47,465 | -9.09% | Q4 2025 | Feb 10, 2026 |
| ARCH CAPITAL GROUP LTD. | History | No change | 469,378 | 24,821 | 8.49% | 8.47% | 96 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Fiduciary Group, LLC | History | Added to | 452,468 | 23,926 | 2.01% | 1.93% | 97 | +38,163 | 9.21% | Q4 2025 | Feb 12, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Reduced | 444,921 | 23,527 | 0.04% | 0.03% | 98 | -13,108 | -2.86% | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Added to | 443,766 | 23,466 | 0.0% | 0.0% | 99 | +15,546 | 3.63% | Q4 2025 | Feb 10, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 440,064 | 23,270 | 0.0% | 0.0% | 100 | +429,864 | 4214.35% | Q4 2025 | Feb 17, 2026 |
| Courage Miller Partners, LLC | History | Added to | 435,873 | 23,048 | 6.94% | 6.88% | 101 | +3,072 | 0.71% | Q4 2025 | Jan 26, 2026 |
| BAR HARBOR WEALTH MANAGEMENT | History | Added to | 409,711 | 21,665 | 1.25% | 1.24% | 102 | +21,351 | 5.5% | Q4 2025 | Jan 22, 2026 |
| Blue Fin Capital, Inc. | History | Added to | 406,530 | 21,497 | 3.33% | 3.04% | 103 | +42,440 | 11.66% | Q4 2025 | Jan 23, 2026 |
| JACOBSON & SCHMITT ADVISORS, LLC | History | Added to | 401,077 | 21,208 | 3.57% | 3.54% | 104 | +11,940 | 3.07% | Q4 2025 | Jan 21, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 395,000 | 20,887 | 0.03% | 0.02% | 105 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| IFP Advisors, Inc | History | Added to | 393,262 | 20,795 | 0.47% | 0.47% | 106 | +49,201 | 14.3% | Q4 2025 | Feb 06, 2026 |
| Baird Financial Group, Inc. | History | Added to | 387,525 | 20,492 | 0.03% | 0.03% | 107 | +28,456 | 7.92% | Q4 2025 | Feb 13, 2026 |
| STEPHENS GROUP ASSET MANAGEMENT, LLC | History | Reduced | 379,746 | 20,080 | 1.34% | 1.36% | 108 | -883 | -0.23% | Q4 2025 | Jan 08, 2026 |
| JBGlobal.com LLC | History | Added to | 375,131 | 19,836 | 24.97% | 20.01% | 109 | +4,608 | 1.24% | Q4 2025 | Jan 06, 2026 |
| Astoria Strategic Wealth, Inc. | History | Reduced | 373,158 | 19,732 | 4.97% | 5.19% | 110 | -13,620 | -3.52% | Q4 2025 | Feb 05, 2026 |
| Amtrust Financial Services, Inc. | History | No change | 367,800 | 19,449 | 6.16% | 6.49% | 111 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Added to | 360,027 | 19,038 | 0.4% | 0.4% | 112 | +10,650 | 3.05% | Q4 2025 | Feb 18, 2026 |
| Alley Investment Management Company, LLC | History | Reduced | 358,094 | 18,936 | 2.22% | 2.23% | 113 | -4,597 | -1.27% | Q4 2025 | Jan 27, 2026 |
| Strategic Investment Advisors / MI | History | Added to | 357,648 | 18,911 | 1.64% | 1.23% | 114 | +357,580 | 525852.94% | Q4 2025 | Feb 17, 2026 |
| Kestra Investment Management, LLC | History | Reduced | 355,525 | 18,800 | 0.46% | 1.79% | 115 | -901,633 | -71.72% | Q4 2025 | Feb 09, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Reduced | 355,087 | 18,770 | 0.05% | 0.05% | 116 | -4,037 | -1.12% | Q4 2025 | Feb 13, 2026 |
| ATWOOD & PALMER INC | History | Added to | 348,920 | 18,450 | 1.05% | 1.06% | 117 | +8,267 | 2.43% | Q4 2025 | Jan 28, 2026 |
| PRESILIUM PRIVATE WEALTH, LLC | History | Added to | 344,406 | 18,212 | 3.33% | 3.26% | 118 | +20,689 | 6.39% | Q4 2025 | Jan 13, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 340,080 | 17,983 | 0.13% | 0.13% | 119 | +5,221 | 1.56% | Q4 2025 | Feb 17, 2026 |
| Strategic Advocates LLC | History | Added to | 337,254 | 17,850 | 4.57% | 4.65% | 120 | +395 | 0.12% | Q4 2025 | Feb 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 334,778 | 17,703 | 0.1% | 0.1% | 121 | +6,245 | 1.9% | Q4 2025 | Feb 12, 2026 |
| Creative Planning | History | Reduced | 324,463 | 17,157 | 0.01% | 0.01% | 122 | -6,235 | -1.89% | Q4 2025 | Feb 17, 2026 |
| Johns Hopkins University | History | No change | 321,905 | 17,022 | 1.24% | 0.95% | 123 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Discipline Wealth Solutions, LLC | History | Added to | 320,543 | 16,950 | 3.14% | 3.97% | 124 | +36,393 | 12.81% | Q4 2025 | Jan 26, 2026 |
| ANCHOR CAPITAL ADVISORS LLC | History | Reduced | 320,187 | 16,931 | 0.49% | 0.5% | 125 | -4,717 | -1.45% | Q4 2025 | Feb 10, 2026 |
| Summit Financial, LLC | History | Added to | 308,927 | 16,336 | 0.24% | 0.23% | 126 | +25,125 | 8.85% | Q4 2025 | Feb 13, 2026 |
| Black Diamond Financial, LLC | History | Added to | 304,420 | 16,097 | 1.7% | 1.64% | 127 | +27,777 | 10.04% | Q4 2025 | Feb 03, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 300,119 | 15,870 | 0.04% | 0.04% | 128 | +27,754 | 10.19% | Q4 2025 | Feb 05, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 300,028 | 15,865 | 0.18% | 0.18% | 129 | +9,872 | 3.4% | Q4 2025 | Jan 20, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 300,000 | 15,864 | 0.03% | 0.03% | 130 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 294,765 | 15,587 | 0.06% | 0.11% | 131 | -163,352 | -35.66% | Q4 2025 | Feb 13, 2026 |
| Summit Wealth Partners, LLC | History | Added to | 294,103 | 15,552 | 2.87% | 2.72% | 132 | +10,376 | 3.66% | Q4 2025 | Jan 27, 2026 |
| Parallel Advisors, LLC | History | Added to | 286,184 | 15,191 | 0.28% | 0.27% | 133 | +10,078 | 3.65% | Q4 2025 | Feb 11, 2026 |
| AE Wealth Management LLC | History | Added to | 285,436 | 15,093 | 0.09% | 0.09% | 134 | +8,047 | 2.9% | Q4 2025 | Jan 26, 2026 |
| ALESCO ADVISORS LLC | History | Reduced | 283,405 | 14,986 | 0.39% | 0.43% | 135 | -18,206 | -6.04% | Q4 2025 | Jan 28, 2026 |
| Kovitz Investment Group Partners, LLC | History | Reduced | 281,564 | 14,889 | 0.33% | 0.37% | 136 | -1,508,430 | -84.27% | Q4 2025 | Feb 20, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | No change | 278,770 | 14,741 | 0.04% | 0.03% | 137 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| KWMG, LLC | History | Added to | 278,599 | 14,732 | 1.27% | 1.22% | 138 | +16,368 | 6.24% | Q4 2025 | Jan 16, 2026 |
| Betterment LLC | History | Added to | 277,271 | 14,662 | 0.03% | 0.02% | 139 | +41,309 | 17.51% | Q4 2025 | Feb 12, 2026 |
| Prosperity Planning, Inc. | History | Added to | 275,185 | 14,551 | 3.81% | 3.65% | 140 | +19,837 | 7.77% | Q4 2025 | Jan 14, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 270,316 | 14,294 | 0.35% | 0.31% | 141 | +47,378 | 21.25% | Q4 2025 | Feb 09, 2026 |
| Caldwell Trust Co | History | Added to | 265,759 | 14,053 | 1.25% | 1.21% | 142 | +22,244 | 9.13% | Q4 2025 | Jan 30, 2026 |
| CWM, LLC | History | Added to | 263,890 | 13,955 | 0.04% | 0.03% | 143 | +80,541 | 43.93% | Q4 2025 | Jan 26, 2026 |
| Northstar Advisory Group, LLC | History | Added to | 262,537 | 13,882 | 4.93% | 4.33% | 144 | +62,516 | 31.25% | Q4 2025 | Jan 15, 2026 |
| TCTC Holdings, LLC | History | Reduced | 259,034 | 13,697 | 0.41% | 0.42% | 145 | -5,185 | -1.96% | Q4 2025 | Feb 12, 2026 |
| Bernardo Wealth Planning LLC | History | Added to | 257,734 | 13,628 | 2.6% | 2.59% | 146 | +8,977 | 3.61% | Q4 2025 | Jan 26, 2026 |
| Fortis Capital Management LLC | History | Added to | 257,065 | 13,593 | 1.8% | 1.8% | 147 | +15,211 | 6.29% | Q4 2025 | Feb 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 250,416 | 13,241 | 0.02% | 0.02% | 148 | +19,603 | 8.49% | Q4 2025 | Feb 18, 2026 |
| Gradient Investments LLC | History | Added to | 248,605 | 13,146 | 0.21% | 0.21% | 149 | +10,219 | 4.29% | Q4 2025 | Jan 08, 2026 |
| NBT BANK N A /NY | History | Reduced | 246,578 | 13,064 | 0.84% | 0.86% | 150 | -1,149 | -0.46% | Q4 2025 | Jan 23, 2026 |
| HALL CAPITAL MANAGEMENT CO INC | History | Added to | 247,010 | 13,061 | 5.04% | 4.59% | 151 | +27,578 | 12.57% | Q4 2025 | Feb 17, 2026 |
| Goelzer Investment Management, Inc. | History | Reduced | 246,984 | 13,060 | 0.61% | 0.72% | 152 | -8,320 | -3.26% | Q4 2025 | Jan 14, 2026 |
| Vertex Investment Solutions Co., Ltd. | History | New | 244,300 | 12,930 | 12.82% | — | 153 | +244,300 | New | Q4 2025 | Feb 05, 2026 |
| Charter Oak Capital Management, LLC | History | Reduced | 242,991 | 12,849 | 0.98% | 1.09% | 154 | -19,206 | -7.33% | Q4 2025 | Jan 23, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 242,793 | 12,838 | 0.09% | 0.1% | 155 | +7,052 | 2.99% | Q4 2025 | Feb 12, 2026 |
| Elevate Capital Advisors, LLC | History | New | 240,081 | 12,695 | 8.4% | — | 156 | +240,081 | New | Q4 2025 | Jan 23, 2026 |
| Secure Asset Management, LLC | History | Added to | 239,078 | 12,642 | 1.98% | 1.99% | 157 | +10,596 | 4.64% | Q4 2025 | Jan 20, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 237,615 | 12,565 | 0.02% | 0.02% | 158 | +5,475 | 2.36% | Q4 2025 | Feb 12, 2026 |
| Smithfield Trust Co | History | Added to | 237,355 | 12,555 | 0.56% | 0.56% | 159 | +2,406 | 1.02% | Q4 2025 | Feb 09, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 236,837 | 12,523 | 0.08% | 0.08% | 160 | +2,736 | 1.17% | Q4 2025 | Feb 09, 2026 |
| ABLE Financial Group, LLC | History | Added to | 235,280 | 12,441 | 2.53% | 2.55% | 161 | +13,003 | 5.85% | Q4 2025 | Jan 23, 2026 |
| Smith Salley Wealth Management | History | Added to | 234,437 | 12,397 | 0.61% | 0.56% | 162 | +27,782 | 13.44% | Q4 2025 | Jan 27, 2026 |
| MTC Wealth Management LLC | History | Reduced | 233,444 | 12,344 | 5.79% | 5.81% | 163 | -1,742 | -0.74% | Q4 2025 | Jan 15, 2026 |
| Disciplina Capital Management LLC | History | Added to | 232,699 | 12,305 | 1.41% | 1.42% | 164 | +12,325 | 5.59% | Q4 2025 | Feb 11, 2026 |
| Sigma Planning Corp | History | Added to | 230,375 | 12,182 | 0.34% | 0.33% | 165 | +10,439 | 4.75% | Q4 2025 | Jan 30, 2026 |
| Wharton Business Group, LLC | History | Added to | 221,580 | 11,717 | 0.45% | 0.51% | 166 | +2,265 | 1.03% | Q4 2025 | Feb 11, 2026 |
| FIRST AMERICAN TRUST, FSB | History | Added to | 219,385 | 11,601 | 0.8% | 0.65% | 167 | +51,289 | 30.51% | Q4 2025 | Feb 11, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 214,980 | 11,368 | 0.63% | 0.57% | 168 | +25,563 | 13.5% | Q4 2025 | Feb 10, 2026 |
| Galilei Investment Office LLP | History | Added to | 214,946 | 11,366 | 5.36% | 5.07% | 169 | +15,860 | 7.97% | Q4 2025 | Feb 11, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 214,075 | 11,320 | 0.09% | — | 170 | +214,075 | New | Q4 2025 | Feb 18, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 213,927 | 11,312 | 0.35% | 0.37% | 171 | -771 | -0.36% | Q4 2025 | Jan 06, 2026 |
| BlueSky Wealth Advisors, LLC | History | Reduced | 213,286 | 11,278 | 1.49% | 1.54% | 172 | -1,893 | -0.88% | Q4 2025 | Jan 26, 2026 |
| Ameliora Wealth Management Ltd. | History | Added to | 210,184 | 11,114 | 3.39% | 2.13% | 173 | +89,710 | 74.46% | Q4 2025 | Jan 21, 2026 |
| Sandy Cove Advisors, LLC | History | Added to | 208,917 | 11,047 | 3.27% | 2.21% | 174 | +78,579 | 60.29% | Q4 2025 | Feb 09, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 205,692 | 10,876 | 0.0% | 0.0% | 175 | -8,994 | -4.19% | Q4 2025 | Feb 11, 2026 |
| Heck Capital Advisors, LLC | History | Added to | 205,538 | 10,868 | 0.81% | 0.77% | 176 | +18,125 | 9.67% | Q4 2025 | Jan 16, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | Added to | 205,328 | 10,857 | 1.19% | 1.14% | 177 | +8,453 | 4.29% | Q4 2025 | Jan 29, 2026 |
| Hilton Capital Management, LLC | History | Added to | 205,124 | 10,846 | 0.82% | 0.64% | 178 | +55,094 | 36.72% | Q4 2025 | Feb 12, 2026 |
| Wealth Forward, LLC | History | Added to | 204,076 | 10,791 | 6.1% | 6.21% | 179 | +2,376 | 1.18% | Q4 2025 | Jan 30, 2026 |
| CHOREO, LLC | History | Reduced | 201,853 | 10,684 | 0.14% | 0.14% | 180 | -1,337 | -0.66% | Q4 2025 | Jan 23, 2026 |
| EQUITABLE TRUST CO | History | Added to | 199,800 | 10,565 | 0.47% | 0.46% | 181 | +11,472 | 6.09% | Q4 2025 | Feb 02, 2026 |
| Ballentine Capital Advisors, Inc | History | Added to | 198,771 | 10,511 | 4.43% | 4.29% | 182 | +15,880 | 8.68% | Q4 2025 | Feb 02, 2026 |
| D L CARLSON INVESTMENT GROUP INC | History | Reduced | 197,853 | 10,462 | 1.76% | 3.06% | 183 | -145,642 | -42.4% | Q4 2025 | Feb 17, 2026 |
| Wealthstar Advisors, LLC | History | Added to | 191,725 | 10,138 | 4.46% | 2.55% | 184 | +69,642 | 57.04% | Q4 2025 | Jan 30, 2026 |
| BAILARD, INC. | History | Reduced | 191,272 | 10,114 | 0.22% | 0.25% | 185 | -28,874 | -13.12% | Q4 2025 | Feb 04, 2026 |
| REGIONS FINANCIAL CORP | History | New | 188,266 | 9,955 | 0.06% | — | 186 | +188,266 | New | Q4 2025 | Jan 27, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Reduced | 186,418 | 9,857 | 0.62% | 0.65% | 187 | -689 | -0.37% | Q4 2025 | Jan 23, 2026 |
| Compound Planning, Inc. | History | Added to | 184,716 | 9,767 | 0.29% | 0.31% | 188 | +5,936 | 3.32% | Q4 2025 | Feb 19, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | Added to | 184,391 | 9,750 | 0.84% | 0.8% | 189 | +7,284 | 4.11% | Q4 2025 | Feb 09, 2026 |
| NewEdge Advisors, LLC | History | Added to | 184,317 | 9,746 | 0.04% | 0.04% | 190 | +22,819 | 14.13% | Q4 2025 | Feb 18, 2026 |
| DAVENPORT & Co LLC | History | Added to | 182,755 | 9,664 | 0.05% | 0.04% | 191 | +25,191 | 15.99% | Q4 2025 | Jan 12, 2026 |
| Procyon Advisors, LLC | History | Reduced | 182,563 | 9,653 | 0.48% | 0.64% | 192 | -22,767 | -11.09% | Q4 2025 | Jan 07, 2026 |
| Larson Financial Group LLC | History | Reduced | 181,287 | 9,586 | 0.32% | 0.34% | 193 | -2,558 | -1.39% | Q4 2025 | Feb 06, 2026 |
| HRT FINANCIAL LP | History | Added to | 180,549 | 9,547 | 0.03% | 0.0% | 194 | +162,246 | 886.44% | Q4 2025 | Feb 12, 2026 |
| Waverly Advisors, LLC | History | Reduced | 180,486 | 9,544 | 0.08% | 0.1% | 195 | -5,113 | -2.75% | Q4 2025 | Feb 17, 2026 |
| Powers Advisory Group, LLC | History | Reduced | 178,796 | 9,454 | 3.56% | 3.79% | 196 | -548 | -0.31% | Q4 2025 | Jan 22, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | Added to | 176,307 | 9,323 | 0.59% | 0.59% | 197 | +6,356 | 3.74% | Q4 2025 | Feb 17, 2026 |
| MERITAGE PORTFOLIO MANAGEMENT | History | Added to | 174,405 | 9,222 | 0.61% | 0.6% | 198 | +4,731 | 2.79% | Q4 2025 | Jan 27, 2026 |
| Kelsey Financial, LLC | History | New | 174,315 | 9,217 | 7.92% | — | 199 | +174,315 | New | Q4 2025 | Jan 23, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 173,902 | 9,199 | 0.02% | 0.01% | 200 | +56,840 | 48.56% | Q4 2025 | Feb 05, 2026 |
| PROFFITT & GOODSON INC | History | Reduced | 171,570 | 9,072 | 1.26% | 1.32% | 201 | -1,561 | -0.9% | Q4 2025 | Jan 27, 2026 |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | History | New | 170,700 | 9,026 | 0.05% | — | 202 | +170,700 | New | Q4 2025 | Feb 17, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 166,055 | 8,780 | 0.04% | 0.03% | 203 | +27,759 | 20.07% | Q4 2025 | Feb 12, 2026 |
| PFG Advisors | History | Reduced | 165,753 | 8,765 | 0.43% | 0.37% | 204 | -3,295 | -1.95% | Q4 2025 | Jan 27, 2026 |
| Artesa Financial Group, LLC | History | New | 164,491 | 8,698 | 8.95% | — | 205 | +164,491 | New | Q4 2025 | Feb 11, 2026 |
| DIMENSION CAPITAL MANAGEMENT LLC | History | Added to | 164,391 | 8,692 | 1.22% | 1.25% | 206 | +459 | 0.28% | Q4 2025 | Feb 17, 2026 |
| JPL Wealth Management, LLC | History | Added to | 161,527 | 8,541 | 2.08% | 1.92% | 207 | +8,638 | 5.65% | Q4 2025 | Feb 12, 2026 |
| Main Management LLC | History | Added to | 160,853 | 8,506 | 0.61% | 0.59% | 208 | +10,086 | 6.69% | Q4 2025 | Feb 10, 2026 |
| Crestwood Advisors Group, LLC | History | Reduced | 160,109 | 8,466 | 0.14% | 0.16% | 209 | -19,938 | -11.07% | Q4 2025 | Feb 03, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 157,398 | 8,323 | 0.12% | 0.1% | 210 | +7,344 | 4.89% | Q4 2025 | Feb 02, 2026 |
| TD ASSET MANAGEMENT INC | History | Added to | 157,149 | 8,310 | 0.01% | 0.01% | 211 | +174 | 0.11% | Q4 2025 | Feb 10, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | Reduced | 152,756 | 8,077 | 0.51% | 0.55% | 212 | -3,029 | -1.94% | Q4 2025 | Jan 21, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 150,972 | 7,983 | 0.26% | 0.23% | 213 | +178 | 0.12% | Q4 2025 | Jan 09, 2026 |
| Global Retirement Partners, LLC | History | Added to | 150,664 | 7,967 | 0.14% | 0.12% | 214 | +45,486 | 43.25% | Q4 2025 | Feb 06, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 148,607 | 7,858 | 0.02% | 0.03% | 215 | -3,435 | -2.26% | Q4 2025 | Feb 02, 2026 |
| BCS Private Wealth Management, Inc. | History | Reduced | 146,706 | 7,757 | 2.65% | 3.18% | 216 | -20,875 | -12.46% | Q4 2025 | Jan 26, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | New | 145,225 | 7,686 | 0.01% | — | 217 | +145,225 | New | Q4 2025 | Feb 13, 2026 |
| Aspen Investment Management Inc | History | Added to | 144,548 | 7,644 | 2.3% | 2.66% | 218 | +14,679 | 11.3% | Q4 2025 | Feb 06, 2026 |
| Tidal Investments LLC | History | New | 144,188 | 7,624 | 0.02% | — | 219 | +144,188 | New | Q4 2025 | Feb 13, 2026 |
| Marmo Financial Group, LLC | History | Added to | 142,550 | 7,538 | 3.57% | 3.62% | 220 | +1,425 | 1.01% | Q4 2025 | Feb 03, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 142,098 | 7,514 | 0.13% | 0.14% | 221 | +18,237 | 14.72% | Q4 2025 | Feb 19, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Reduced | 141,895 | 7,503 | 0.59% | 0.64% | 222 | -5,733 | -3.88% | Q4 2025 | Jan 23, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 140,185 | 7,412 | 0.0% | 0.0% | 223 | +74,428 | 113.19% | Q4 2025 | Feb 10, 2026 |
| SEMITAM BONAM LLC | History | Added to | 139,459 | 7,374 | 6.14% | 6.21% | 224 | +8,622 | 6.59% | Q4 2025 | Jan 20, 2026 |
| SeaBridge Investment Advisors LLC | History | Reduced | 139,341 | 7,368 | 1.22% | 1.27% | 225 | -8,817 | -5.95% | Q4 2025 | Jan 26, 2026 |
| Mendota Financial Group, LLC | History | Added to | 138,833 | 7,341 | 5.34% | 4.92% | 226 | +14,646 | 11.79% | Q4 2025 | Jan 20, 2026 |
| HSBC HOLDINGS PLC | History | New | 137,676 | 7,280 | 0.0% | — | 227 | +137,676 | New | Q4 2025 | Mar 20, 2026 |
| Capital Investment Counsel, LLC | History | Added to | 135,936 | 7,188 | 1.0% | 0.98% | 228 | +9,839 | 7.8% | Q4 2025 | Feb 02, 2026 |
| Mittelman Wealth Management | History | Added to | 135,894 | 7,186 | 4.67% | 4.15% | 229 | +16,490 | 13.81% | Q4 2025 | Feb 17, 2026 |
| Clear Retirement Advice LLC | History | New | 132,830 | 7,021 | 5.46% | — | 230 | +132,830 | New | Q4 2025 | Feb 24, 2026 |
| BURNS J W & CO INC/NY | History | Added to | 129,168 | 6,830 | 0.76% | 0.58% | 231 | +31,853 | 32.73% | Q4 2025 | Jan 12, 2026 |
| EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC | History | Added to | 129,146 | 6,829 | 0.77% | 0.78% | 232 | +1,415 | 1.11% | Q4 2025 | Feb 05, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 128,639 | 6,802 | 0.04% | 0.04% | 233 | +4,265 | 3.43% | Q4 2025 | Jan 29, 2026 |
| HANCOCK WHITNEY CORP | History | Reduced | 127,374 | 6,735 | 0.12% | 0.12% | 234 | -1,962 | -1.52% | Q4 2025 | Feb 17, 2026 |
| DAVIS R M INC | History | Reduced | 125,361 | 6,629 | 0.11% | 0.12% | 235 | -7,492 | -5.64% | Q4 2025 | Feb 12, 2026 |
| Align Financial, LLC | History | New | 6,610 | 6,610 | 0.0% | — | 236 | +6,610 | New | Q4 2025 | Feb 17, 2026 |
| Capital Investment Services of America, Inc. | History | Reduced | 124,431 | 6,579 | 0.62% | 0.59% | 237 | -1,809 | -1.43% | Q4 2025 | Jan 29, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Added to | 123,761 | 6,544 | 0.1% | 0.09% | 238 | +3,524 | 2.93% | Q4 2025 | Jan 05, 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | History | Reduced | 121,732 | 6,437 | 0.33% | 0.36% | 239 | -10,725 | -8.1% | Q4 2025 | Feb 17, 2026 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | History | Added to | 119,790 | 6,334 | 0.85% | 0.95% | 240 | +7,950 | 7.11% | Q4 2025 | Feb 17, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 118,243 | 6,252 | 0.04% | 0.05% | 241 | -23,090 | -16.34% | Q4 2025 | Feb 13, 2026 |
| Outlook Wealth Advisors, LLC | History | Reduced | 116,970 | 6,185 | 1.4% | 1.55% | 242 | -224 | -0.19% | Q4 2025 | Feb 11, 2026 |
| Nalls Sherbakoff Group, LLC | History | Reduced | 116,889 | 6,181 | 4.46% | 4.68% | 243 | -13,792 | -10.55% | Q4 2025 | Mar 12, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 116,612 | 6,166 | 0.08% | 0.07% | 244 | -11,260 | -8.81% | Q4 2025 | Feb 02, 2026 |
| CROBAN | History | Added to | 115,236 | 6,093 | 2.94% | 2.42% | 245 | +46,832 | 68.46% | Q4 2025 | Feb 13, 2026 |
| PINKERTON WEALTH, LLC | History | Added to | 113,790 | 6,017 | 0.62% | 0.63% | 246 | +2,962 | 2.67% | Q4 2025 | Feb 06, 2026 |
| INVESTMENT PARTNERS, LTD. | History | Added to | 112,968 | 5,973 | 2.09% | 1.93% | 247 | +9,702 | 9.4% | Q4 2025 | Feb 10, 2026 |
| TICINO WEALTH | History | New | 111,015 | 5,870 | 2.18% | — | 248 | +111,015 | New | Q4 2025 | Jan 27, 2026 |
| Private Advisor Group, LLC | History | Reduced | 110,769 | 5,857 | 0.03% | 0.03% | 249 | -13,409 | -10.8% | Q4 2025 | Feb 17, 2026 |
| Shore Point Advisors, LLC | History | Added to | 112,855 | 5,729 | 2.42% | 2.61% | 250 | +1,375 | 1.23% | Q4 2025 | Jan 23, 2026 |
| CWA Asset Management Group, LLC | History | Reduced | 108,284 | 5,726 | 0.21% | 0.23% | 251 | -7,235 | -6.26% | Q4 2025 | Jan 07, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 107,895 | 5,705 | 0.0% | 0.0% | 252 | +25,254 | 30.56% | Q4 2025 | Feb 17, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 106,744 | 5,644 | 0.2% | 0.3% | 253 | -43,041 | -28.74% | Q4 2025 | Feb 04, 2026 |
| SHERMAN PORFOLIOS, LLC | History | New | 106,704 | 5,642 | 0.38% | — | 254 | +106,704 | New | Q4 2025 | Feb 17, 2026 |
| Union Bancaire Privee, UBP SA | History | Added to | 108,678 | 5,634 | 0.07% | 0.02% | 255 | +80,743 | 289.04% | Q4 2025 | Jan 05, 2026 |
| AMARA FINANCIAL, LLC. | History | Added to | 106,473 | 5,630 | 3.9% | 3.55% | 256 | +15,612 | 17.18% | Q4 2025 | Feb 03, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 105,000 | 5,552 | 0.02% | 0.03% | 257 | -73,300 | -41.11% | Q4 2025 | Jan 26, 2026 |
| UNITED BANK | History | Added to | 104,305 | 5,515 | 0.73% | 0.54% | 258 | +18,282 | 21.25% | Q4 2025 | Feb 13, 2026 |
| AmeriServ Wealth Advisors | History | Reduced | 103,884 | 5,493 | 3.19% | 3.89% | 259 | -41,260 | -28.43% | Q4 2025 | Feb 10, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 103,497 | 5,472 | 0.01% | 0.01% | 260 | +19,234 | 22.83% | Q4 2025 | Feb 17, 2026 |
| Diversified Portfolios, Inc. | History | No change | 102,680 | 5,429 | 0.45% | 0.48% | 261 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Providence Capital Advisors, LLC | History | Added to | 101,986 | 5,393 | 0.91% | 0.9% | 262 | +4,085 | 4.17% | Q4 2025 | Feb 12, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | Added to | 101,516 | 5,368 | 0.38% | 0.36% | 263 | +1,532 | 1.53% | Q4 2025 | Jan 14, 2026 |
| Resonant Capital Advisors, LLC | History | Reduced | 100,521 | 5,315 | 0.29% | 0.33% | 264 | -6,499 | -6.07% | Q4 2025 | Jan 29, 2026 |
| PAYDEN & RYGEL | History | New | 99,406 | 5,257 | 0.36% | — | 265 | +99,406 | New | Q4 2025 | Feb 06, 2026 |
| Roundview Capital LLC | History | Added to | 98,539 | 5,210 | 0.32% | 0.33% | 266 | +841 | 0.86% | Q4 2025 | Feb 09, 2026 |
| Grey Ledge Advisors, LLC | History | Added to | 96,102 | 5,081 | 1.15% | 0.99% | 267 | +13,876 | 16.88% | Q4 2025 | Feb 05, 2026 |
| Trinity Legacy Partners, LLC | History | Added to | 95,674 | 5,059 | 1.16% | 1.13% | 268 | +2,743 | 2.95% | Q4 2025 | Jan 26, 2026 |
| CVS HEALTH Corp | History | New | 94,400 | 4,991 | 3.69% | — | 269 | +94,400 | New | Q4 2025 | Feb 13, 2026 |
| Crescent Grove Advisors, LLC | History | Reduced | 94,239 | 4,983 | 0.46% | 0.48% | 270 | -1,298 | -1.36% | Q4 2025 | Feb 11, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 93,850 | 4,962 | 0.0% | 0.0% | 271 | -56,926 | -37.76% | Q4 2025 | Feb 11, 2026 |
| NTV ASSET MANAGEMENT LLC | History | Added to | 92,689 | 4,901 | 0.52% | 0.51% | 272 | +3,758 | 4.23% | Q4 2025 | Jan 20, 2026 |
| Martin Capital Partners, LLC | History | Added to | 91,634 | 4,846 | 1.82% | 1.88% | 273 | +2 | 0.0% | Q4 2025 | Jan 06, 2026 |
| Regal Investment Advisors LLC | History | Reduced | 90,479 | 4,784 | 0.29% | 0.33% | 274 | -5,863 | -6.09% | Q4 2025 | Feb 17, 2026 |
| BEACON FINANCIAL GROUP | History | New | 89,688 | 4,742 | 0.47% | — | 275 | +89,688 | New | Q4 2025 | Apr 01, 2026 |
| Corient Private Wealth LLC | History | Reduced | 90,090 | 4,716 | 0.01% | 0.01% | 276 | -8,799 | -8.9% | Q4 2025 | Mar 09, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Added to | 88,897 | 4,700 | 0.47% | 0.45% | 277 | +8,093 | 10.02% | Q4 2025 | Jan 27, 2026 |
| GRAYBILL WEALTH MANAGEMENT, LTD. | History | Added to | 88,308 | 4,669 | 1.38% | 1.42% | 278 | +1,027 | 1.18% | Q4 2025 | Feb 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 88,262 | 4,667 | 0.01% | 0.05% | 279 | -567,926 | -86.55% | Q4 2025 | Feb 12, 2026 |
| Pines Wealth Management, LLC | History | Added to | 88,082 | 4,657 | 1.5% | 1.47% | 280 | +5,603 | 6.79% | Q4 2025 | Feb 02, 2026 |
| COMERICA BANK | History | Added to | 86,621 | 4,580 | 0.02% | 0.02% | 281 | +7,187 | 9.05% | Q4 2025 | Jan 29, 2026 |
| Gradient Capital Advisors, LLC | History | Added to | 85,794 | 4,536 | 1.17% | 1.18% | 282 | +2,933 | 3.54% | Q4 2025 | Feb 06, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | Added to | 85,406 | 4,516 | 0.06% | 0.06% | 283 | +10,734 | 14.37% | Q4 2025 | Feb 17, 2026 |
| OAK FAMILY ADVISORS, LLC | History | Added to | 83,800 | 4,431 | 1.22% | 0.29% | 284 | +61,574 | 277.04% | Q4 2025 | Feb 03, 2026 |
| Bull Street Advisors, LLC | History | Added to | 83,515 | 4,416 | 2.05% | 2.04% | 285 | +1,025 | 1.24% | Q4 2025 | Jan 28, 2026 |
| Ally Invest Advisors Inc. | History | Added to | 83,505 | 4,415 | 0.3% | 0.29% | 286 | +6,761 | 8.81% | Q4 2025 | Feb 13, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Added to | 83,409 | 4,410 | 0.24% | 0.17% | 287 | +26,711 | 47.11% | Q4 2025 | Jan 13, 2026 |
| Catalyst Capital Advisors LLC | History | Reduced | 82,764 | 4,376 | 0.09% | 0.1% | 288 | -11,000 | -11.73% | Q4 2025 | Feb 10, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 82,372 | 4,355 | 0.23% | 0.27% | 289 | +2,123 | 2.65% | Q4 2025 | Jan 26, 2026 |
| Boltwood Capital Management | History | Added to | 82,365 | 4,355 | 1.13% | 1.13% | 290 | +1,976 | 2.46% | Q4 2025 | Jan 02, 2026 |
| Bigelow Investment Advisors, LLC | History | Added to | 82,156 | 4,344 | 1.7% | 1.43% | 291 | +15,303 | 22.89% | Q4 2025 | Jan 28, 2026 |
| SouthState Bank Corp | History | Reduced | 79,248 | 4,190 | 0.19% | 0.22% | 292 | -9,431 | -10.63% | Q4 2025 | Feb 11, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 78,684 | 4,160 | 0.05% | 0.07% | 293 | -63,027 | -44.48% | Q4 2025 | Feb 13, 2026 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | History | Added to | 78,601 | 4,156 | 0.93% | 0.73% | 294 | +20,283 | 34.78% | Q4 2025 | Jan 12, 2026 |
| Agate Pass Investment Management, LLC | History | Added to | 77,901 | 4,119 | 1.53% | 1.55% | 295 | +1,163 | 1.52% | Q4 2025 | Jan 08, 2026 |
| &PARTNERS | History | Added to | 77,563 | 4,101 | 0.02% | 0.02% | 296 | +25,329 | 48.49% | Q4 2025 | Feb 17, 2026 |
| HM PAYSON & CO | History | No change | 76,676 | 4,054 | 0.06% | 0.06% | 297 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Chesley Taft & Associates LLC | History | Added to | 76,569 | 4,048 | 0.16% | 0.17% | 298 | +1,790 | 2.39% | Q4 2025 | Jan 14, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 76,231 | 4,034 | 0.15% | 0.01% | 299 | +74,022 | 3350.93% | Q4 2025 | Feb 13, 2026 |
| Banco Santander, S.A. | History | New | 75,966 | 4,017 | 0.03% | — | 300 | +75,966 | New | Q4 2025 | Feb 13, 2026 |
| DMC Group, LLC | History | Added to | 75,226 | 3,977 | 2.65% | 2.7% | 301 | +1,784 | 2.43% | Q4 2025 | Jan 21, 2026 |
| Wealthfront Advisers LLC | History | Added to | 74,325 | 3,930 | 0.01% | 0.01% | 302 | +2,903 | 4.06% | Q4 2025 | Jan 30, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 74,135 | 3,920 | 0.14% | 0.16% | 303 | -8,485 | -10.27% | Q4 2025 | Jan 12, 2026 |
| Ascent Group, LLC | History | Reduced | 73,796 | 3,902 | 0.13% | 0.15% | 304 | -5,023 | -6.37% | Q4 2025 | Jan 20, 2026 |
| JUNCTURE WEALTH STRATEGIES, LLC | History | Added to | 73,415 | 3,882 | 1.28% | 1.27% | 305 | +1,937 | 2.71% | Q4 2025 | Jan 27, 2026 |
| SEVEN MILE ADVISORY | History | Reduced | 72,296 | 3,823 | 0.66% | 0.87% | 306 | -29,166 | -28.75% | Q4 2025 | Feb 13, 2026 |
| Aventus Investment Advisors, Inc. | History | Added to | 71,722 | 3,792 | 3.07% | 3.2% | 307 | +877 | 1.24% | Q4 2025 | Jan 14, 2026 |
| TABLEAUX LLC | History | Reduced | 68,546 | 3,762 | 2.66% | 2.54% | 308 | -51,238 | -42.78% | Q4 2025 | Feb 17, 2026 |
| BOKF, NA | History | No change | 70,369 | 3,721 | 0.06% | 0.06% | 309 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Investment Advisory Group, LLC | History | Added to | 69,175 | 3,657 | 0.94% | 0.99% | 310 | +717 | 1.05% | Q4 2025 | Jan 23, 2026 |
| L. Roy Papp & Associates, LLP | History | New | 67,605 | 3,574 | 0.4% | — | 311 | +67,605 | New | Q4 2025 | Jan 28, 2026 |
| Apella Capital, LLC | History | Reduced | 67,287 | 3,558 | 0.07% | 0.08% | 312 | -1,946 | -2.81% | Q4 2025 | Jan 21, 2026 |
| SevenBridge Financial Group, LLC | History | Reduced | 66,724 | 3,535 | 0.57% | 0.61% | 313 | -2,672 | -3.85% | Q4 2025 | Feb 02, 2026 |
| EAGLE GLOBAL ADVISORS LLC | History | Added to | 66,430 | 3,512 | 0.13% | 0.1% | 314 | +18,175 | 37.66% | Q4 2025 | Jan 28, 2026 |
| UMB Bank, n.a. | History | Reduced | 64,981 | 3,436 | 0.05% | 0.05% | 315 | -4,632 | -6.65% | Q4 2025 | Feb 13, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 64,463 | 3,409 | 0.03% | 0.03% | 316 | +897 | 1.41% | Q4 2025 | Jan 05, 2026 |
| NOVEM GROUP | History | Added to | 63,598 | 3,363 | 0.39% | 0.38% | 317 | +1,988 | 3.23% | Q4 2025 | Jan 27, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 63,578 | 3,362 | 0.0% | — | 318 | +63,578 | New | Q4 2025 | Feb 17, 2026 |
| Western Wealth Management, LLC | History | Added to | 62,879 | 3,325 | 0.15% | 0.04% | 319 | +48,221 | 328.97% | Q4 2025 | Feb 05, 2026 |
| CITIGROUP INC | History | Reduced | 62,788 | 3,320 | 0.0% | 0.0% | 320 | -131,956 | -67.76% | Q4 2025 | Feb 13, 2026 |
| Rathbones Group PLC | History | Added to | 62,582 | 3,309 | 0.01% | 0.01% | 321 | +2,104 | 3.48% | Q4 2025 | Feb 06, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Added to | 62,306 | 3,294 | 0.25% | 0.19% | 322 | +17,380 | 38.69% | Q4 2025 | Feb 04, 2026 |
| Curbstone Financial Management Corp | History | Reduced | 62,190 | 3,288 | 0.63% | 0.65% | 323 | -1,700 | -2.66% | Q4 2025 | Jan 23, 2026 |
| Advisory Services Network, LLC | History | Reduced | 62,016 | 3,279 | 0.05% | 0.05% | 324 | -3,583 | -5.46% | Q4 2025 | Feb 17, 2026 |
| IVC Wealth Advisors LLC | History | Reduced | 61,032 | 3,227 | 1.4% | 1.45% | 325 | -236 | -0.39% | Q4 2025 | Jan 16, 2026 |
| CORNERSTONE ENTERPRISES, LLC | History | New | 61,004 | 3,225 | 1.54% | — | 326 | +61,004 | New | Q4 2025 | Jan 28, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | Reduced | 60,866 | 3,218 | 0.16% | 0.2% | 327 | -13,630 | -18.3% | Q4 2025 | Feb 11, 2026 |
| Johnson Bixby & Associates, LLC | History | Added to | 60,424 | 3,195 | 0.4% | 0.11% | 328 | +44,082 | 269.75% | Q4 2025 | Jan 14, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Reduced | 59,814 | 3,167 | 0.15% | 0.42% | 329 | -79,285 | -57.0% | Q4 2025 | Feb 03, 2026 |
| YHB Investment Advisors, Inc. | History | Added to | 59,471 | 3,144 | 0.22% | 0.21% | 330 | +6,241 | 11.72% | Q4 2025 | Jan 16, 2026 |
| Fire Capital Management LLC | History | Added to | 59,377 | 3,139 | 1.57% | 1.63% | 331 | +5,859 | 10.95% | Q4 2025 | Feb 03, 2026 |
| Buska Wealth Management, LLC | History | Reduced | 59,311 | 3,136 | 1.16% | 1.12% | 332 | -11,177 | -15.86% | Q4 2025 | Jan 22, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 59,195 | 3,130 | 0.08% | 0.09% | 333 | +880 | 1.51% | Q4 2025 | Feb 02, 2026 |
| WELCH & FORBES LLC | History | Added to | 58,983 | 3,119 | 0.04% | 0.04% | 334 | +50 | 0.08% | Q4 2025 | Feb 10, 2026 |
| Vantage Financial Partners, LLC | History | Added to | 58,057 | 3,070 | 0.62% | 0.6% | 335 | +4,549 | 8.5% | Q4 2025 | Feb 03, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | Added to | 57,642 | 3,048 | 0.09% | 0.08% | 336 | +7,283 | 14.46% | Q4 2025 | Feb 13, 2026 |
| NEW SOUTH CAPITAL MANAGEMENT INC | History | No change | 57,225 | 3,026 | 0.14% | 0.14% | 337 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Princeton Global Asset Management LLC | History | Added to | 56,449 | 2,985 | 0.48% | 0.49% | 338 | +790 | 1.42% | Q4 2025 | Jan 20, 2026 |
| WHITTIER TRUST CO | History | Reduced | 56,353 | 2,983 | 0.03% | 0.03% | 339 | -399 | -0.7% | Q4 2025 | Jan 26, 2026 |
| CLUNE & ASSOCIATES, LTD. | History | Reduced | 56,104 | 2,966 | 0.64% | 0.76% | 340 | -1,602 | -2.78% | Q4 2025 | Feb 09, 2026 |
| One Day In July LLC | History | Added to | 55,750 | 2,948 | 0.24% | 0.25% | 341 | +234 | 0.42% | Q4 2025 | Feb 04, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 55,485 | 2,934 | 0.1% | 0.18% | 342 | -38,641 | -41.05% | Q4 2025 | Jan 13, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 55,340 | 2,926 | 0.13% | 0.13% | 343 | -3,214 | -5.49% | Q4 2025 | Feb 17, 2026 |
| STEINBERGANNA WEALTH MANAGEMENT | History | Added to | 54,903 | 2,903 | 1.36% | 1.2% | 344 | +6,681 | 13.85% | Q4 2025 | Jan 26, 2026 |
| MASECO LLP | History | New | 54,906 | 2,902 | 0.13% | — | 345 | +54,906 | New | Q4 2025 | Jan 22, 2026 |
| BG Investment Services, LLC | History | Reduced | 54,026 | 2,856 | 2.54% | 3.0% | 346 | -3,246 | -5.67% | Q4 2025 | Feb 05, 2026 |
| Hudson Portfolio Management LLC | History | Added to | 53,876 | 2,848 | 2.45% | 2.04% | 347 | +10,370 | 23.84% | Q4 2025 | Feb 13, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | New | 53,126 | 2,808 | 0.0% | — | 348 | +53,126 | New | Q4 2025 | Feb 17, 2026 |
| Wealth Advisors of Tampa Bay, LLC | History | Reduced | 52,686 | 2,786 | 0.96% | 0.95% | 349 | -940 | -1.75% | Q4 2025 | Feb 09, 2026 |
| DUNCKER STREETT & CO INC | History | Added to | 52,391 | 2,770 | 0.49% | 0.43% | 350 | +5,320 | 11.3% | Q4 2025 | Jan 27, 2026 |
| CABOT WEALTH MANAGEMENT INC | History | Added to | 52,320 | 2,766 | 0.31% | 0.29% | 351 | +2,534 | 5.09% | Q4 2025 | Feb 03, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 52,137 | 2,756 | 0.03% | 0.04% | 352 | -961 | -1.81% | Q4 2025 | Feb 09, 2026 |
| Gemmer Asset Management LLC | History | Added to | 52,035 | 2,751 | 0.21% | 0.22% | 353 | +654 | 1.27% | Q4 2025 | Jan 23, 2026 |
| Enclave Advisors LLC | History | Added to | 51,533 | 2,725 | 0.39% | 0.29% | 354 | +15,599 | 43.41% | Q4 2025 | Jan 14, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Reduced | 51,490 | 2,722 | 0.06% | 0.06% | 355 | -9,953 | -16.2% | Q4 2025 | Feb 05, 2026 |
| AlphaCore Capital LLC | History | Reduced | 51,489 | 2,722 | 0.06% | 0.1% | 356 | -2,602 | -4.81% | Q4 2025 | Feb 05, 2026 |
| AlTi Global, Inc. | History | No change | 51,160 | 2,705 | 0.06% | 0.06% | 357 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 50,897 | 2,691 | 0.03% | 0.04% | 358 | -2,339 | -4.39% | Q4 2025 | Jan 29, 2026 |
| E&G Advisors, LP | History | Reduced | 50,825 | 2,687 | 0.6% | 0.63% | 359 | -250 | -0.49% | Q4 2025 | Jan 23, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Reduced | 50,722 | 2,682 | 0.13% | 0.19% | 360 | -15,686 | -23.62% | Q4 2025 | Jan 12, 2026 |
| Aries Wealth Management | History | Added to | 49,894 | 2,638 | 0.58% | 0.63% | 361 | +32 | 0.06% | Q4 2025 | Jan 30, 2026 |
| Hilltop Holdings Inc. | History | Added to | 49,379 | 2,611 | 0.15% | 0.11% | 362 | +11,022 | 28.74% | Q4 2025 | Feb 17, 2026 |
| LaFleur & Godfrey LLC | History | Reduced | 48,985 | 2,590 | 0.31% | 0.34% | 363 | -4,235 | -7.96% | Q4 2025 | Feb 03, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | Reduced | 48,313 | 2,554 | 1.7% | 1.74% | 364 | -21 | -0.04% | Q4 2025 | Feb 05, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 47,494 | 2,511 | 0.09% | 0.09% | 365 | +498 | 1.06% | Q4 2025 | Jan 14, 2026 |
| Claro Advisors Inc. | History | New | 47,345 | 2,503 | 0.34% | — | 366 | +47,345 | New | Q4 2025 | Feb 17, 2026 |
| PACES FERRY WEALTH ADVISORS, LLC | History | New | 47,317 | 2,502 | 1.02% | — | 367 | +47,317 | New | Q4 2025 | Feb 11, 2026 |
| Hirtle Callaghan & Co LLC | History | No change | 46,920 | 2,481 | 0.08% | 0.09% | 368 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Reduced | 46,752 | 2,472 | 0.03% | 0.03% | 369 | -3,175 | -6.36% | Q4 2025 | Feb 10, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 45,938 | 2,429 | 0.05% | 0.03% | 370 | +14,517 | 46.2% | Q4 2025 | Jan 14, 2026 |
| Unified Investment Management | History | Added to | 45,801 | 2,421 | 2.42% | 2.42% | 371 | +115 | 0.25% | Q4 2025 | Feb 09, 2026 |
| RHS Financial, LLC | History | Reduced | 45,603 | 2,411 | 1.18% | 1.66% | 372 | -14,770 | -24.46% | Q4 2025 | Jan 16, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Reduced | 45,612 | 2,411 | 0.16% | 0.17% | 373 | -15 | -0.03% | Q4 2025 | Jan 08, 2026 |
| Prospera Financial Services Inc | History | Added to | 45,211 | 2,391 | 0.04% | 0.02% | 374 | +22,537 | 99.4% | Q4 2025 | Feb 09, 2026 |
| M Holdings Securities, Inc. | History | New | 44,509 | 2,354 | 0.17% | — | 375 | +44,509 | New | Q4 2025 | Feb 11, 2026 |
| Sowell Financial Services LLC | History | Added to | 44,048 | 2,329 | 0.09% | 0.08% | 376 | +5,694 | 14.85% | Q4 2025 | Jan 21, 2026 |
| SCS Capital Management LLC | History | Added to | 43,905 | 2,321 | 0.02% | 0.03% | 377 | +3 | 0.01% | Q4 2025 | Feb 10, 2026 |
| AMG National Trust Bank | History | Added to | 43,776 | 2,314 | 0.05% | 0.06% | 378 | +258 | 0.59% | Q4 2025 | Jan 30, 2026 |
| Maia Wealth LLC | History | Added to | 42,977 | 2,279 | 0.39% | 0.21% | 379 | +19,869 | 85.98% | Q4 2025 | Feb 17, 2026 |
| Ifrah Financial Services, Inc. | History | Added to | 42,651 | 2,255 | 0.58% | 0.57% | 380 | +1,373 | 3.33% | Q4 2025 | Jan 22, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 42,377 | 2,240 | 0.03% | 0.03% | 381 | +5,308 | 14.32% | Q4 2025 | Jan 29, 2026 |
| Running Point Capital Advisors, LLC | History | Reduced | 42,255 | 2,234 | 0.61% | 0.7% | 382 | -6,682 | -13.65% | Q4 2025 | Feb 17, 2026 |
| World Investment Advisors | History | Added to | 42,244 | 2,233 | 0.04% | 0.04% | 383 | +3,851 | 10.03% | Q4 2025 | Mar 12, 2026 |
| United Financial Planning Group LLC | History | Added to | 42,168 | 2,229 | 1.35% | 1.28% | 384 | +3,743 | 9.74% | Q4 2025 | Feb 11, 2026 |
| SAPIENT CAPITAL LLC | History | No change | 41,630 | 2,203 | 0.03% | 0.03% | 385 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| CIBC Asset Management Inc | History | Added to | 41,002 | 2,168 | 0.01% | 0.0% | 386 | +22,020 | 116.0% | Q4 2025 | Feb 10, 2026 |
| Vise Technologies, Inc. | History | Added to | 40,678 | 2,151 | 0.04% | 0.08% | 387 | +874 | 2.2% | Q4 2025 | Feb 11, 2026 |
| One Wealth Map LLC | History | Added to | 40,341 | 2,132 | 1.08% | 1.12% | 389 | +494 | 1.24% | Q4 2025 | Feb 04, 2026 |
| Checchi Capital Advisers, LLC | History | Reduced | 40,328 | 2,132 | 0.11% | 0.11% | 388 | -256 | -0.63% | Q4 2025 | Jan 27, 2026 |
| Winthrop Capital Management, LLC | History | No change | 40,320 | 2,132 | 0.5% | 0.52% | 390 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| SWEENEY & MICHEL, LLC | History | Added to | 40,063 | 2,122 | 0.63% | 0.67% | 391 | +2,639 | 7.05% | Q4 2025 | Feb 13, 2026 |
| Trajan Wealth LLC | History | Reduced | 39,596 | 2,093 | 0.09% | 0.09% | 392 | -1,580 | -3.84% | Q4 2025 | Feb 06, 2026 |
| MMBG INVESTMENT ADVISORS CO. | History | Added to | 39,562 | 2,092 | 0.18% | 0.12% | 393 | +13,130 | 49.67% | Q4 2025 | Feb 09, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 39,242 | 2,075 | 0.04% | 0.03% | 394 | +12,934 | 49.16% | Q4 2025 | Feb 03, 2026 |
| TILIA FIDUCIARY PARTNERS, INC. | History | Reduced | 38,972 | 2,060 | 1.14% | 1.31% | 395 | -3,829 | -8.95% | Q4 2025 | Jan 12, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 38,814 | 2,053 | 0.0% | 0.0% | 396 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| GODSEY & GIBB, INC | History | Added to | 38,696 | 2,046 | 0.18% | 0.16% | 397 | +5,504 | 16.58% | Q4 2025 | Jan 27, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 38,696 | 2,046 | 0.07% | 0.08% | 398 | -801 | -2.03% | Q4 2025 | Feb 02, 2026 |
| CITY NATIONAL BANK OF FLORIDA /MSD | History | Added to | 38,133 | 2,016 | 1.32% | 1.28% | 399 | +1,587 | 4.34% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Added to | 37,416 | 1,978 | 0.27% | 0.1% | 400 | +24,068 | 180.31% | Q4 2025 | Feb 17, 2026 |
| Permanens Capital L.P. | History | Added to | 37,203 | 1,967 | 0.26% | 0.28% | 401 | +2,060 | 5.86% | Q4 2025 | Feb 17, 2026 |
| ADVISORY RESEARCH INC | History | No change | 36,890 | 1,950 | 0.25% | 0.26% | 402 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MidAtlantic Capital Management, Inc. | History | Added to | 36,808 | 1,946 | 1.25% | 1.26% | 403 | +2,068 | 5.95% | Q4 2025 | Feb 10, 2026 |
| Sage Advisory Services, Ltd.Co. | History | Reduced | 36,616 | 1,936 | 1.05% | 1.19% | 404 | -6,137 | -14.35% | Q4 2025 | Jan 28, 2026 |
| HOWARD FINANCIAL SERVICES, LTD. | History | Added to | 36,524 | 1,931 | 0.23% | 0.09% | 406 | +22,351 | 157.7% | Q4 2025 | Jan 12, 2026 |
| Steele Capital Management, Inc. | History | Reduced | 36,534 | 1,931 | 0.08% | 0.09% | 405 | -1,380 | -3.64% | Q4 2025 | Jan 27, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Reduced | 36,432 | 1,926 | 0.07% | 0.07% | 407 | -2,657 | -6.8% | Q4 2025 | Feb 12, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 36,206 | 1,914 | 0.04% | 0.05% | 408 | -386 | -1.05% | Q4 2025 | Feb 13, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 35,735 | 1,889 | 0.1% | 0.05% | 409 | +18,447 | 106.7% | Q4 2025 | Jan 20, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 35,691 | 1,887 | 0.05% | 0.05% | 410 | -318 | -0.88% | Q4 2025 | Feb 17, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | New | 35,680 | 1,886 | 0.24% | — | 412 | +35,680 | New | Q4 2025 | Jan 27, 2026 |
| SOFI WEALTH, LLC | History | Added to | 35,669 | 1,886 | 0.09% | 0.1% | 411 | +166 | 0.47% | Q4 2025 | Jan 30, 2026 |
| Strategic Financial Services, Inc. | History | Reduced | 35,388 | 1,874 | 0.09% | 0.09% | 413 | -240 | -0.67% | Q4 2025 | Feb 09, 2026 |
| Sovereign Financial Group, Inc. | History | Reduced | 35,039 | 1,852 | 0.32% | 0.36% | 414 | -919 | -2.56% | Q4 2025 | Jan 07, 2026 |
| TRANSATLANTIQUE PRIVATE WEALTH LLC | History | Added to | 35,005 | 1,851 | 0.58% | 0.58% | 415 | +1,490 | 4.45% | Q4 2025 | Feb 10, 2026 |
| Aprio Wealth Management, LLC | History | Reduced | 33,810 | 1,805 | 0.1% | 0.19% | 416 | -3,014 | -8.18% | Q4 2025 | Jan 29, 2026 |
| Cooksen Wealth, LLC | History | Added to | 34,122 | 1,804 | 1.32% | 1.29% | 417 | +1,491 | 4.57% | Q4 2025 | Jan 20, 2026 |
| BUCKHEAD CAPITAL MANAGEMENT LLC | History | Added to | 33,888 | 1,791 | 0.64% | 0.64% | 418 | +481 | 1.44% | Q4 2025 | Feb 09, 2026 |
| Brookstone Capital Management | History | Added to | 33,756 | 1,785 | 0.02% | 0.02% | 419 | +589 | 1.78% | Q4 2025 | Jan 15, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 33,743 | 1,784 | 0.03% | 0.03% | 420 | -1,214 | -3.47% | Q4 2025 | Jan 22, 2026 |
| ALLIANZ SE | History | New | 33,144 | 1,752 | 0.02% | — | 421 | +33,144 | New | Q4 2025 | Feb 13, 2026 |
| Solstein Capital, LLC | History | Added to | 33,135 | 1,752 | 0.7% | 0.03% | 422 | +30,663 | 1240.41% | Q4 2025 | Feb 13, 2026 |
| Ridge Creek Global, Inc | History | New | 32,964 | 1,743 | 1.46% | — | 423 | +32,964 | New | Q4 2025 | Feb 13, 2026 |
| Berger Financial Group, Inc | History | Added to | 32,889 | 1,739 | 0.1% | 0.06% | 424 | +12,457 | 60.97% | Q4 2025 | Jan 27, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 32,456 | 1,716 | 0.02% | 0.02% | 425 | +5,674 | 21.19% | Q4 2025 | Jan 23, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 32,397 | 1,713 | 0.03% | 0.02% | 426 | +14,964 | 85.84% | Q4 2025 | Feb 12, 2026 |
| COURIER CAPITAL LLC | History | Reduced | 32,337 | 1,709 | 0.1% | 0.15% | 427 | -15,781 | -32.8% | Q4 2025 | Jan 29, 2026 |
| Calamos Wealth Management LLC | History | Reduced | 32,201 | 1,702 | 0.06% | 0.09% | 428 | -14,703 | -31.35% | Q4 2025 | Jan 29, 2026 |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | History | Reduced | 31,604 | 1,673 | 0.22% | 0.3% | 429 | -9,070 | -22.3% | Q4 2025 | Jan 21, 2026 |
| Glen Eagle Advisors, LLC | History | Reduced | 31,637 | 1,672 | 0.23% | 0.26% | 430 | -3,034 | -8.75% | Q4 2025 | Feb 13, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 31,559 | 1,668 | 0.02% | 0.02% | 431 | +1,321 | 4.37% | Q4 2025 | Feb 09, 2026 |
| First Washington CORP | History | No change | 31,420 | 1,661 | 0.43% | 0.45% | 432 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Reduced | 31,227 | 1,651 | 0.18% | 0.2% | 433 | -2,300 | -6.86% | Q4 2025 | Jan 20, 2026 |
| Wescott Financial Advisory Group, LLC | History | Reduced | 31,049 | 1,641 | 0.14% | 0.15% | 434 | -114 | -0.37% | Q4 2025 | Feb 12, 2026 |
| Lido Advisors, LLC | History | Reduced | 30,863 | 1,632 | 0.0% | 0.01% | 435 | -67 | -0.22% | Q4 2025 | Feb 10, 2026 |
| Compass Ion Advisors, LLC | History | Reduced | 30,153 | 1,594 | 0.15% | 0.16% | 436 | -370 | -1.21% | Q4 2025 | Jan 29, 2026 |
| A. D. Beadell Investment Counsel, Inc. | History | Reduced | 30,100 | 1,591 | 1.03% | 1.09% | 437 | -50 | -0.17% | Q4 2025 | Jan 14, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 30,016 | 1,587 | 0.0% | 0.0% | 438 | +1,946 | 6.93% | Q4 2025 | Feb 13, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | Reduced | 29,772 | 1,574 | 0.26% | 0.29% | 439 | -3,346 | -10.1% | Q4 2025 | Jan 28, 2026 |
| Leo Wealth, LLC | History | Added to | 29,740 | 1,572 | 0.11% | 0.19% | 440 | +1,996 | 7.19% | Q4 2025 | Jan 21, 2026 |
| WHITE PINE CAPITAL LLC | History | Added to | 29,319 | 1,550 | 0.43% | 0.33% | 441 | +7,910 | 36.95% | Q4 2025 | Feb 09, 2026 |
| NVWM, LLC | History | Reduced | 29,120 | 1,539 | 0.33% | 0.57% | 442 | -18,694 | -39.1% | Q4 2025 | Jan 20, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 29,129 | 1,539 | 0.01% | 0.01% | 443 | +1,714 | 6.25% | Q4 2025 | Jan 27, 2026 |
| MATTERN CAPITAL MANAGEMENT, LLC | History | Added to | 28,945 | 1,530 | 0.18% | 0.17% | 444 | +2,414 | 9.1% | Q4 2025 | Jan 29, 2026 |
| Longview Financial Advisors LLC | History | Reduced | 28,613 | 1,513 | 0.83% | 1.03% | 445 | -4,965 | -14.79% | Q4 2025 | Jan 14, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 28,603 | 1,512 | 0.02% | 0.02% | 446 | -230 | -0.8% | Q4 2025 | Feb 05, 2026 |
| Trivium Point Advisory, LLC | History | Reduced | 28,536 | 1,509 | 0.15% | 0.16% | 447 | -200 | -0.7% | Q4 2025 | Jan 26, 2026 |
| MONEYWISE, INC. | History | New | 28,477 | 1,505 | 0.63% | — | 448 | +28,477 | New | Q4 2025 | Feb 05, 2026 |
| Kovack Advisors, Inc. | History | Added to | 28,217 | 1,492 | 0.07% | 0.13% | 449 | +2,434 | 9.44% | Q4 2025 | Feb 17, 2026 |
| FineMark National Bank & Trust | History | No change | 28,163 | 1,489 | 0.05% | 0.05% | 450 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| INGALLS & SNYDER LLC | History | Reduced | 28,041 | 1,483 | 0.05% | 0.05% | 451 | -1,075 | -3.69% | Q4 2025 | Feb 13, 2026 |
| Coordinated Financial Services, Inc. | History | Added to | 28,051 | 1,483 | 0.85% | 0.93% | 452 | +835 | 3.07% | Q4 2025 | Feb 09, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 28,014 | 1,481 | 0.01% | 0.01% | 453 | -2,362 | -7.78% | Q4 2025 | Feb 17, 2026 |
| GWN SECURITIES INC. | History | Added to | 27,962 | 1,478 | 0.3% | 0.33% | 454 | +1,307 | 4.9% | Q4 2025 | Feb 11, 2026 |
| Nordwand Advisors, LLC | History | Added to | 27,821 | 1,471 | 0.26% | 0.23% | 455 | +240 | 0.87% | Q4 2025 | Feb 03, 2026 |
| Atria Investments, Inc | History | Reduced | 27,809 | 1,470 | 0.02% | 0.02% | 456 | -495 | -1.75% | Q4 2025 | Feb 05, 2026 |
| SlateStone Wealth, LLC | History | Added to | 27,195 | 1,438 | 0.12% | 0.1% | 457 | +5,300 | 24.21% | Q4 2025 | Feb 11, 2026 |
| Quaker Capital Investments, LLC | History | Reduced | 27,000 | 1,427 | 0.37% | 0.43% | 458 | -3,000 | -10.0% | Q4 2025 | Feb 13, 2026 |
| Ballentine Partners, LLC | History | No change | 26,720 | 1,412 | 0.02% | 0.02% | 459 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Weaver Consulting Group | History | Reduced | 26,615 | 1,407 | 0.34% | 0.37% | 460 | -575 | -2.11% | Q4 2025 | Feb 10, 2026 |
| Israel Discount Bank of New York | History | Reduced | 26,605 | 1,406 | 3.83% | 5.97% | 461 | -11,445 | -30.08% | Q4 2025 | Jan 28, 2026 |
| Diversify Advisory Services, LLC | History | Reduced | 25,698 | 1,359 | 0.04% | 0.07% | 462 | -15,402 | -37.47% | Q4 2025 | Jan 23, 2026 |
| Edgestream Partners, L.P. | History | Reduced | 25,629 | 1,355 | 0.04% | 0.08% | 463 | -28,181 | -52.37% | Q4 2025 | Feb 13, 2026 |
| F/m Investments LLC | History | Added to | 25,575 | 1,352 | 0.05% | 0.05% | 464 | +2,511 | 10.89% | Q4 2025 | Feb 03, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Added to | 25,445 | 1,347 | 0.03% | 0.01% | 465 | +18,320 | 257.12% | Q4 2025 | Jan 26, 2026 |
| Autumn Glory Partners, LLC | History | No change | 25,447 | 1,345 | 0.47% | 0.55% | 466 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Woodside Wealth Management LLC | History | Added to | 25,433 | 1,344 | 1.0% | 1.05% | 467 | +398 | 1.59% | Q4 2025 | Jan 30, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 25,408 | 1,343 | 0.07% | 0.08% | 468 | -847 | -3.23% | Q4 2025 | Mar 04, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 25,296 | 1,337 | 0.01% | 0.0% | 469 | +15,609 | 161.13% | Q4 2025 | Jan 29, 2026 |
| Cumberland Partners Ltd | History | Reduced | 25,232 | 1,334 | 0.08% | 0.1% | 470 | -2,457 | -8.87% | Q4 2025 | Feb 06, 2026 |
| FORTE ASSET MANAGEMENT LLC | History | Reduced | 25,192 | 1,332 | 0.6% | 0.69% | 471 | -1,710 | -6.36% | Q4 2025 | Jan 16, 2026 |
| SAGE FINANCIAL GROUP INC | History | Added to | 25,187 | 1,331 | 0.09% | 0.09% | 472 | +770 | 3.15% | Q4 2025 | Jan 27, 2026 |
| Y.D. More Investments Ltd | History | No change | 25,130 | 1,328 | 0.06% | 0.08% | 473 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Savant Capital, LLC | History | Added to | 24,851 | 1,314 | 0.01% | 0.01% | 474 | +4,261 | 20.69% | Q4 2025 | Feb 10, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 24,827 | 1,312 | 0.01% | 0.01% | 475 | -2,151 | -7.97% | Q4 2025 | Feb 03, 2026 |
| SHUTTLEWORTH & Co | History | Added to | 24,755 | 1,309 | 1.2% | 0.92% | 476 | +5,631 | 29.44% | Q4 2025 | Feb 13, 2026 |
| Plancorp, LLC | History | Added to | 24,347 | 1,287 | 0.04% | 0.04% | 477 | +310 | 1.29% | Q4 2025 | Feb 05, 2026 |
| Pacific Point Advisors, LLC | History | No change | 24,231 | 1,281 | 0.69% | 0.75% | 478 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| BINGHAM PRIVATE WEALTH, LLC | History | New | 24,018 | 1,270 | 1.1% | — | 479 | +24,018 | New | Q4 2025 | Jan 23, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 23,860 | 1,261 | 0.03% | 0.03% | 480 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Peregrine Asset Advisers, Inc. | History | Reduced | 23,723 | 1,254 | 0.35% | 0.38% | 481 | -126 | -0.53% | Q4 2025 | Feb 02, 2026 |
| Strive Financial Group ,LLC | History | New | 23,571 | 1,246 | 0.62% | — | 482 | +23,571 | New | Q4 2025 | Feb 18, 2026 |
| American National Bank of Texas | History | Added to | 23,480 | 1,241 | 1.19% | 1.04% | 484 | +2,539 | 12.12% | Q4 2025 | Jan 08, 2026 |
| FLAGSTAR ADVISORS INC | History | Added to | 23,480 | 1,241 | 0.42% | 0.38% | 483 | +228 | 0.98% | Q4 2025 | Jan 13, 2026 |
| Westview Management dba Westview Investment Advisors | History | New | 23,201 | 1,226 | 0.58% | — | 485 | +23,201 | New | Q4 2025 | Jan 09, 2026 |
| GTS SECURITIES LLC | History | Reduced | 23,120 | 1,222 | 0.04% | 0.19% | 486 | -71,851 | -75.66% | Q4 2025 | Feb 13, 2026 |
| Advisor OS, LLC | History | Added to | 22,963 | 1,214 | 0.1% | 0.1% | 487 | +129 | 0.56% | Q4 2025 | Feb 04, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Reduced | 22,825 | 1,206 | 0.13% | 0.15% | 488 | -904 | -3.81% | Q4 2025 | Jan 08, 2026 |
| TritonPoint Partners, LLC | History | New | 22,738 | 1,202 | 0.64% | — | 489 | +22,738 | New | Q4 2025 | Feb 13, 2026 |
| PEOPLES BANK /OH | History | Reduced | 22,719 | 1,201 | 0.75% | 0.77% | 490 | -871 | -3.69% | Q4 2025 | Jan 29, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 22,146 | 1,171 | 0.06% | 0.07% | 491 | +644 | 3.0% | Q4 2025 | Jan 28, 2026 |
| Exchange Bank | History | No change | 22,163 | 1,171 | 0.81% | 0.82% | 492 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| McCartney Wealth Management LLC | History | New | 22,079 | 1,167 | 1.01% | — | 493 | +22,079 | New | Q4 2025 | Feb 17, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 22,000 | 1,163 | 0.03% | 0.03% | 494 | -1,322 | -5.67% | Q4 2025 | Jan 07, 2026 |
| NWAM LLC | History | Added to | 21,937 | 1,160 | 0.06% | 0.06% | 495 | +1,085 | 5.2% | Q4 2025 | Feb 04, 2026 |
| Spire Wealth Management | History | Added to | 21,777 | 1,151 | 0.04% | 0.03% | 497 | +7,443 | 51.93% | Q4 2025 | Jan 14, 2026 |
| EASTERN BANK | History | Added to | 21,778 | 1,151 | 0.02% | 0.02% | 496 | +3,071 | 16.42% | Q4 2025 | Jan 14, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Added to | 21,724 | 1,148 | 0.07% | 0.07% | 498 | +764 | 3.65% | Q4 2025 | Jan 15, 2026 |
| New World Advisors LLC | History | Reduced | 21,660 | 1,145 | 0.2% | 0.33% | 499 | -12,533 | -36.65% | Q4 2025 | Feb 06, 2026 |
| Peak Planning Group, LLC | History | New | 21,124 | 1,117 | 0.31% | — | 500 | +21,124 | New | Q4 2025 | Feb 13, 2026 |
| CAPITAL INSIGHT PARTNERS, LLC | History | Reduced | 20,635 | 1,091 | 0.23% | 0.19% | 501 | -626 | -2.94% | Q4 2025 | Feb 17, 2026 |
| Traub Capital Management LLC | History | Reduced | 20,595 | 1,089 | 1.05% | 1.11% | 502 | -630 | -2.97% | Q4 2025 | Jan 29, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 20,533 | 1,085 | 0.03% | 0.03% | 503 | +650 | 3.27% | Q4 2025 | Feb 13, 2026 |
| Bear Mountain Capital, Inc. | History | Added to | 20,236 | 1,071 | 0.35% | 0.31% | 504 | +3,025 | 17.58% | Q4 2025 | Jan 22, 2026 |
| JGP Wealth Management, LLC | History | Reduced | 20,004 | 1,057 | 0.11% | 0.13% | 505 | -1,653 | -7.63% | Q4 2025 | Jan 12, 2026 |
| RED CEDAR INVESTMENT MANAGEMENT, LLC | History | No change | 19,907 | 1,052 | 0.11% | 0.12% | 506 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Reduced | 19,652 | 1,039 | 0.06% | 0.08% | 507 | -8,603 | -30.45% | Q4 2025 | Feb 06, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 19,515 | 1,031 | 0.07% | 0.07% | 508 | +818 | 4.38% | Q4 2025 | Feb 03, 2026 |
| Cogent Private Wealth, Inc. | History | New | 19,419 | 1,026 | 0.78% | — | 509 | +19,419 | New | Q4 2025 | Feb 10, 2026 |
| DecisionMap Wealth Management, LLC | History | Reduced | 19,251 | 1,017 | 0.63% | 0.8% | 510 | -4,333 | -18.37% | Q4 2025 | Jan 07, 2026 |
| Engineers Gate Manager LP | History | New | 19,197 | 1,015 | 0.01% | — | 511 | +19,197 | New | Q4 2025 | Feb 17, 2026 |
| Saiph Capital, LLC | History | Added to | 19,211 | 1,015 | 0.36% | 0.36% | 512 | +191 | 1.0% | Q4 2025 | Feb 12, 2026 |
| Capital Investment Advisors, LLC | History | No change | 19,189 | 1,014 | 0.02% | 0.02% | 513 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 19,012 | 1,005 | 0.02% | 0.02% | 514 | +440 | 2.37% | Q4 2025 | Jan 16, 2026 |
| BURKE & HERBERT BANK & TRUST CO | History | Reduced | 18,874 | 998 | 0.28% | 0.5% | 515 | -24,606 | -56.59% | Q4 2025 | Feb 12, 2026 |
| Midwest Trust Co | History | Reduced | 18,854 | 997 | 0.01% | 0.01% | 516 | -182 | -0.96% | Q4 2025 | Feb 04, 2026 |
| PW ADVISORS, LLC \ FL | History | New | 18,834 | 995 | 0.8% | — | 517 | +18,834 | New | Q4 2025 | Feb 17, 2026 |
| Keel Point, LLC | History | Reduced | 18,749 | 991 | 0.06% | 0.07% | 518 | -3,069 | -14.07% | Q4 2025 | Feb 12, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | New | 18,716 | 989 | 0.01% | — | 519 | +18,716 | New | Q4 2025 | Feb 17, 2026 |
| XY Planning Network, Inc. | History | Reduced | 18,711 | 989 | 0.17% | 0.45% | 520 | -6,083 | -24.53% | Q4 2025 | Jan 26, 2026 |
| American Institute for Advanced Investment Management, LLP | History | No change | 18,578 | 982 | 0.63% | 0.65% | 521 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| FDx Advisors, Inc. | History | Reduced | 18,326 | 969 | 0.49% | 0.29% | 522 | -73 | -0.4% | Q4 2025 | Feb 10, 2026 |
| BLALOCK WILLIAMS, LLC | History | Added to | 18,244 | 964 | 0.77% | 0.83% | 523 | +454 | 2.55% | Q4 2025 | Feb 02, 2026 |
| KANAWHA CAPITAL MANAGEMENT LLC | History | No change | 18,090 | 956 | 0.07% | 0.07% | 524 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Wilmington Savings Fund Society, FSB | History | Reduced | 17,934 | 948 | 0.02% | 0.02% | 525 | -456 | -2.48% | Q4 2025 | Feb 12, 2026 |
| SWP FINANCIAL LLC | History | Added to | 17,770 | 939 | 0.47% | 0.46% | 526 | +689 | 4.03% | Q4 2025 | Jan 16, 2026 |
| White Lighthouse Investment Management Inc. | History | Added to | 17,590 | 930 | 0.13% | 0.14% | 527 | +270 | 1.56% | Q4 2025 | Feb 09, 2026 |
| Savvy Advisors, Inc. | History | Added to | 17,518 | 926 | 0.03% | 0.04% | 528 | +521 | 3.07% | Q4 2025 | Jan 20, 2026 |
| Rockbridge Investment Management, LCC | History | Reduced | 17,398 | 920 | 0.09% | 0.09% | 529 | -408 | -2.29% | Q4 2025 | Feb 04, 2026 |
| STRATEGY ASSET MANAGERS LLC | History | Added to | 17,203 | 909 | 0.15% | 0.16% | 530 | +780 | 4.75% | Q4 2025 | Feb 11, 2026 |
| Equita Financial Network, Inc. | History | Reduced | 17,175 | 908 | 0.27% | 0.33% | 531 | -1,378 | -7.43% | Q4 2025 | Jan 29, 2026 |
| PFG Investments, LLC | History | Added to | 17,076 | 902 | 0.04% | 0.04% | 532 | +1,932 | 12.76% | Q4 2025 | Jan 26, 2026 |
| PALLADIEM, LLC | History | New | 17,055 | 901 | 0.85% | — | 533 | +17,055 | New | Q4 2025 | Feb 11, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 16,939 | 895 | 0.01% | 0.02% | 534 | -10,520 | -38.31% | Q4 2025 | Feb 11, 2026 |
| Northeast Financial Group, Inc. | History | Reduced | 16,942 | 895 | 0.2% | 0.23% | 536 | -536 | -3.07% | Q4 2025 | Feb 17, 2026 |
| GRAND WEALTH MANAGEMENT, LLC | History | Reduced | 16,944 | 895 | 0.41% | 0.43% | 535 | -2 | -0.01% | Q4 2025 | Jan 26, 2026 |
| Stonekeep Investments, LLC | History | No change | 16,853 | 891 | 0.57% | 0.57% | 537 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| GC Wealth Management RIA, LLC | History | Added to | 16,736 | 885 | 0.03% | 0.03% | 538 | +1,586 | 10.47% | Q4 2025 | Jan 30, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Reduced | 16,677 | 881 | 0.04% | 0.07% | 539 | -8,160 | -32.85% | Q4 2025 | Feb 04, 2026 |
| Powerhouse Assets LLC | History | New | 16,655 | 880 | 0.77% | — | 540 | +16,655 | New | Q4 2025 | Jan 15, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Added to | 16,591 | 877 | 0.07% | 0.03% | 541 | +7,941 | 91.8% | Q4 2025 | Jan 23, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 16,383 | 866 | 0.03% | 0.04% | 542 | -857 | -4.97% | Q4 2025 | Feb 06, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 77,257 | 853 | 0.02% | 0.07% | 543 | +6,678 | 9.46% | Q4 2025 | Feb 11, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 16,115 | 852 | 0.02% | 0.02% | 544 | +213 | 1.34% | Q4 2025 | Jan 28, 2026 |
| UNION SAVINGS BANK | History | New | 16,032 | 847 | 0.37% | — | 545 | +16,032 | New | Q4 2025 | Mar 06, 2026 |
| FIL Ltd | History | New | 15,950 | 843 | 0.0% | — | 546 | +15,950 | New | Q4 2025 | Feb 17, 2026 |
| WULFF, HANSEN & CO. | History | Reduced | 15,795 | 835 | 0.7% | 0.77% | 547 | -1,040 | -6.18% | Q4 2025 | Feb 03, 2026 |
| Great Diamond Partners, LLC | History | Reduced | 15,800 | 835 | 0.16% | 0.17% | 548 | -571 | -3.49% | Q4 2025 | Feb 06, 2026 |
| KDT Advisors, LLC | History | New | 15,725 | 831 | 1.17% | — | 549 | +15,725 | New | Q4 2025 | Feb 06, 2026 |
| Allie Family Office LLC | History | No change | 15,640 | 827 | 0.39% | 0.39% | 550 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Mount Lucas Management LP | History | Added to | 15,613 | 825 | 0.33% | 0.33% | 551 | +619 | 4.13% | Q4 2025 | Feb 05, 2026 |
| EJMK Ventures LLC | History | New | 15,492 | 819 | 0.5% | — | 553 | +15,492 | New | Q4 2025 | Mar 03, 2026 |
| First International Bank of Israel Ltd. | History | Added to | 15,497 | 819 | 0.39% | 0.44% | 552 | +737 | 4.99% | Q4 2025 | Feb 12, 2026 |
| WATERS PARKERSON & CO., LLC | History | Reduced | 15,310 | 809 | 0.04% | 0.04% | 554 | -10 | -0.07% | Q4 2025 | Feb 12, 2026 |
| IFG Advisory, LLC | History | Added to | 15,149 | 801 | 0.03% | 0.04% | 555 | +143 | 0.95% | Q4 2025 | Feb 10, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 15,115 | 799 | 0.01% | 0.02% | 556 | -838 | -5.25% | Q4 2025 | Feb 17, 2026 |
| Phoenix Financial Ltd. | History | Added to | 14,998 | 793 | 0.01% | 0.01% | 557 | +1,620 | 12.11% | Q4 2025 | Feb 05, 2026 |
| Pekin Hardy Strauss, Inc. | History | No change | 14,790 | 782 | 0.07% | 0.08% | 558 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Cardinal Capital Management | History | Reduced | 14,770 | 781 | 0.1% | 0.11% | 559 | -570 | -3.72% | Q4 2025 | Jan 30, 2026 |
| SkyOak Wealth, LLC | History | Reduced | 14,735 | 779 | 0.14% | 0.15% | 561 | -208 | -1.39% | Q4 2025 | Feb 05, 2026 |
| Rossmore Private Capital | History | Added to | 14,735 | 779 | 0.07% | 0.08% | 560 | +6 | 0.04% | Q4 2025 | Feb 05, 2026 |
| Fonville Wealth Management LLC | History | Reduced | 14,700 | 777 | 0.16% | 0.18% | 562 | -23 | -0.16% | Q4 2025 | Jan 23, 2026 |
| Compagnie Lombard Odier SCmA | History | No change | 14,630 | 773 | 0.01% | 0.01% | 563 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Beaumont Financial Advisors, LLC | History | Reduced | 14,592 | 771 | 0.05% | 0.05% | 564 | -139 | -0.94% | Q4 2025 | Jan 16, 2026 |
| MFA WEALTH ADVISORS, LLC | History | Reduced | 14,569 | 770 | 0.16% | 0.19% | 565 | -1,719 | -10.55% | Q4 2025 | Jan 14, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 14,456 | 764 | 0.01% | 0.01% | 566 | +411 | 2.93% | Q4 2025 | Feb 12, 2026 |
| CALTON & ASSOCIATES, INC. | History | New | 14,193 | 750 | 0.11% | — | 567 | +14,193 | New | Q4 2025 | Feb 10, 2026 |
| Sunburst Financial Group, LLC | History | No change | 14,057 | 743 | 0.15% | 0.16% | 568 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | Added to | 14,036 | 742 | 0.0% | 0.0% | 569 | +472 | 3.48% | Q4 2025 | Jan 13, 2026 |
| Alexis Investment Partners, LLC | History | Reduced | 14,000 | 740 | 0.28% | 0.07% | 571 | -2,050 | -12.77% | Q4 2025 | Jan 29, 2026 |
| Forum Private Client Group LLC | History | Reduced | 14,004 | 740 | 0.25% | 0.29% | 570 | -1,485 | -9.59% | Q4 2025 | Feb 06, 2026 |
| Spectrum Planning & Advisory Services Inc. | History | Added to | 13,896 | 734 | 0.38% | 0.13% | 572 | +9,637 | 226.27% | Q4 2025 | Feb 10, 2026 |
| Paladin Wealth, LLC | History | Reduced | 13,832 | 731 | 0.5% | 0.54% | 573 | -308 | -2.18% | Q4 2025 | Jan 15, 2026 |
| LAZARI CAPITAL MANAGEMENT, INC. | History | No change | 13,579 | 718 | 0.24% | 0.24% | 574 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| BOSTON FAMILY OFFICE LLC | History | Added to | 13,478 | 713 | 0.05% | 0.03% | 575 | +4,028 | 42.62% | Q4 2025 | Feb 13, 2026 |
| FINANCIAL LIFE ADVISORS | History | Reduced | 13,410 | 709 | 0.22% | 0.38% | 576 | -8,750 | -39.49% | Q4 2025 | Jan 30, 2026 |
| Cloud Capital Management, LLC | History | New | 13,402 | 708 | 0.33% | — | 577 | +13,402 | New | Q4 2025 | Feb 12, 2026 |
| BANK HAPOALIM BM | History | Reduced | 13,373 | 707 | 0.06% | 0.09% | 578 | -212 | -1.56% | Q4 2025 | Feb 17, 2026 |
| May Barnhard Investments LLC | History | Added to | 13,287 | 702 | 0.33% | 0.32% | 579 | +461 | 3.59% | Q4 2025 | Jan 28, 2026 |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC | History | New | 13,211 | 698 | 0.59% | — | 580 | +13,211 | New | Q4 2025 | Jan 20, 2026 |
| RFG Advisory, LLC | History | Added to | 13,155 | 695 | 0.01% | 0.01% | 581 | +915 | 7.48% | Q4 2025 | Feb 03, 2026 |
| HB Wealth Management, LLC | History | No change | 13,004 | 687 | 0.0% | 0.0% | 582 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Acorn Wealth Advisors, LLC | History | Reduced | 12,962 | 685 | 0.2% | 0.22% | 583 | -375 | -2.81% | Q4 2025 | Feb 10, 2026 |
| Wynn Capital, LLC | History | No change | 12,900 | 682 | 0.33% | 0.33% | 584 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Fiduciary Alliance LLC | History | Added to | 12,840 | 678 | 0.04% | 0.04% | 585 | +976 | 8.23% | Q4 2025 | Jan 22, 2026 |
| ARK & TLK INVESTMENTS, LLC | History | No change | 12,685 | 670 | 0.18% | 0.21% | 586 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| GreatBanc Trust CO | History | No change | 12,480 | 659 | 0.46% | 0.45% | 587 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Avant Financial Advisors LLC | History | Added to | 12,361 | 653 | 0.47% | 0.49% | 588 | +23 | 0.19% | Q4 2025 | Jan 15, 2026 |
| Maridea Wealth Management LLC | History | Added to | 12,320 | 651 | 0.1% | 0.07% | 590 | +3,609 | 41.43% | Q4 2025 | Jan 08, 2026 |
| BankPlus Trust Department | History | Reduced | 12,322 | 651 | 0.17% | 0.19% | 589 | -1,003 | -7.53% | Q4 2025 | Jan 27, 2026 |
| Curtis Advisory Group, LLC | History | Added to | 12,241 | 647 | 0.14% | 0.14% | 591 | +295 | 2.47% | Q4 2025 | Jan 23, 2026 |
| Octavia Wealth Advisors, LLC | History | Added to | 12,225 | 646 | 0.06% | 0.06% | 592 | +9 | 0.07% | Q4 2025 | Jan 23, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 12,130 | 641 | 0.01% | 0.01% | 593 | +2,957 | 32.24% | Q4 2025 | Feb 09, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Reduced | 12,133 | 641 | 0.04% | 0.04% | 594 | -102 | -0.83% | Q4 2025 | Jan 26, 2026 |
| Alpha Financial Partners, LLC | History | Reduced | 11,958 | 632 | 0.39% | 0.94% | 595 | -15,245 | -56.04% | Q4 2025 | Feb 10, 2026 |
| Verdence Capital Advisors LLC | History | Reduced | 11,933 | 631 | 0.04% | 0.05% | 596 | -2,929 | -19.71% | Q4 2025 | Jan 29, 2026 |
| Peloton Wealth Strategists | History | Added to | 11,872 | 628 | 0.24% | 0.24% | 597 | +589 | 5.22% | Q4 2025 | Feb 17, 2026 |
| WESBANCO BANK INC | History | Reduced | 11,845 | 626 | 0.02% | 0.02% | 598 | -1,009 | -7.85% | Q4 2025 | Feb 03, 2026 |
| Strategic Blueprint, LLC | History | Added to | 11,819 | 624 | 0.04% | 0.02% | 599 | +4,248 | 56.11% | Q4 2025 | Jan 30, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | New | 11,766 | 622 | 0.0% | — | 600 | +11,766 | New | Q4 2025 | Feb 17, 2026 |
| LVW Advisors, LLC | History | New | 11,764 | 622 | 0.06% | — | 601 | +11,764 | New | Q4 2025 | Jan 14, 2026 |
| Rothschild Wealth LLC | History | New | 11,710 | 619 | 0.06% | — | 602 | +11,710 | New | Q4 2025 | Feb 17, 2026 |
| Premier Path Wealth Partners, LLC | History | Added to | 11,653 | 616 | 0.08% | 0.04% | 603 | +6,510 | 126.58% | Q4 2025 | Jan 22, 2026 |
| Roger Wittlin Investment Advisory, LLC | History | Reduced | 11,482 | 607 | 0.42% | 0.51% | 604 | -5,711 | -33.22% | Q4 2025 | Jan 20, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Reduced | 11,379 | 601 | 0.04% | 0.04% | 605 | -598 | -4.99% | Q4 2025 | Feb 12, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 11,355 | 600 | 0.02% | 0.01% | 606 | +4,815 | 73.62% | Q4 2025 | Feb 12, 2026 |
| Rock Creek Group, LP | History | No change | 11,347 | 600 | 0.07% | 0.06% | 607 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Stonehage Fleming Financial Services Holdings Ltd | History | No change | 11,343 | 599 | 0.02% | 0.02% | 608 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| WINEBRENNER CAPITAL MANAGEMENT LLC | History | Reduced | 11,316 | 598 | 0.4% | 0.43% | 609 | -26 | -0.23% | Q4 2025 | Jan 07, 2026 |
| NewEdge Wealth, LLC | History | Added to | 11,235 | 594 | 0.01% | 0.01% | 610 | +223 | 2.03% | Q4 2025 | Feb 03, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | No change | 11,190 | 591 | 0.0% | 0.0% | 611 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Lewis Asset Management, LLC | History | Reduced | 11,011 | 582 | 0.24% | 0.24% | 612 | -78 | -0.7% | Q4 2025 | Jan 15, 2026 |
| SAGE ADVISORS, LLC | History | New | 10,953 | 579 | 0.38% | — | 613 | +10,953 | New | Q4 2025 | Jan 13, 2026 |
| Wingate Wealth Advisors, Inc. | History | Added to | 10,948 | 578 | 0.32% | 0.4% | 614 | +162 | 1.5% | Q4 2025 | Jan 28, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 10,736 | 567 | 0.06% | 0.04% | 615 | +3,411 | 46.57% | Q4 2025 | Feb 13, 2026 |
| Quantinno Capital Management LP | History | Added to | 10,684 | 564 | 0.0% | 0.0% | 616 | +4,577 | 74.95% | Q4 2025 | Feb 17, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 10,664 | 563 | 0.13% | 0.08% | 617 | +4,888 | 84.63% | Q4 2025 | Jan 12, 2026 |
| Dodds Wealth, LLC | History | Added to | 10,599 | 560 | 0.14% | 0.14% | 618 | +5 | 0.05% | Q4 2025 | Feb 11, 2026 |
| Headlands Technologies LLC | History | New | 10,556 | 558 | 0.05% | — | 619 | +10,556 | New | Q4 2025 | Feb 13, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | New | 10,485 | 554 | 0.09% | — | 620 | +10,485 | New | Q4 2025 | Feb 12, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 10,408 | 550 | 0.01% | — | 621 | +10,408 | New | Q4 2025 | Feb 17, 2026 |
| Value Investment Professionals, LLC | History | New | 10,343 | 546 | 0.57% | — | 622 | +10,343 | New | Q4 2025 | Feb 11, 2026 |
| Aegis Wealth Management, Inc. | History | New | 10,323 | 545 | 0.43% | — | 623 | +10,323 | New | Q4 2025 | Feb 05, 2026 |
| Laurel Wealth Advisors LLC | History | New | 10,263 | 542 | 0.07% | — | 625 | +10,263 | New | Q4 2025 | Jan 30, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 10,257 | 542 | 0.02% | 0.02% | 624 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Total Wealth Planning, LLC | History | Reduced | 10,248 | 541 | 1.16% | 0.76% | 626 | -113,946 | -91.75% | Q4 2025 | Feb 13, 2026 |
| Essex Financial Services, Inc. | History | No change | 10,152 | 536 | 0.03% | 0.03% | 627 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 10,108 | 534 | 0.01% | 0.01% | 628 | +2,752 | 37.41% | Q4 2025 | Jan 16, 2026 |
| Abacus Planning Group, Inc. | History | Added to | 10,078 | 532 | 0.07% | 0.04% | 630 | +4,718 | 88.02% | Q4 2025 | Jan 16, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 10,071 | 532 | 0.0% | 0.0% | 629 | +138 | 1.39% | Q4 2025 | Feb 10, 2026 |
| MA Private Wealth | History | Reduced | 10,000 | 528 | 0.09% | 0.12% | 631 | -3,623 | -26.59% | Q4 2025 | Feb 03, 2026 |
| Wealth Advisory Solutions, LLC | History | Reduced | 9,917 | 524 | 0.12% | 0.13% | 633 | -533 | -5.1% | Q4 2025 | Jan 16, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | No change | 9,916 | 524 | 0.01% | 0.01% | 632 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| American Financial Advisors, LLC | History | Reduced | 9,891 | 523 | 0.07% | 0.07% | 634 | -552 | -5.29% | Q4 2025 | Feb 03, 2026 |
| Arete Wealth Advisors, LLC | History | Added to | 9,730 | 515 | 0.03% | 0.03% | 635 | +1,767 | 22.19% | Q4 2025 | Feb 13, 2026 |
| B. Riley Wealth Advisors, Inc. | History | New | 9,695 | 512 | 0.02% | — | 636 | +9,695 | New | Q4 2025 | Feb 17, 2026 |
| Caprock Group, LLC | History | Added to | 9,589 | 507 | 0.01% | 0.01% | 638 | +33 | 0.35% | Q4 2025 | Jan 28, 2026 |
| NBC SECURITIES, INC. | History | Added to | 9,596 | 507 | 0.04% | 0.04% | 637 | +5 | 0.05% | Q4 2025 | Jan 29, 2026 |
| Ninety One UK Ltd | History | Added to | 9,570 | 506 | 0.0% | 0.0% | 639 | +3,050 | 46.78% | Q4 2025 | Jan 27, 2026 |
| Dana Investment Advisors, Inc. | History | Added to | 9,522 | 503 | 0.01% | 0.01% | 640 | +3,327 | 53.7% | Q4 2025 | Feb 05, 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | History | Added to | 9,297 | 491 | 0.0% | 0.0% | 641 | +2,053 | 28.34% | Q4 2025 | Feb 17, 2026 |
| Beaird Harris Wealth Management, LLC | History | Added to | 9,235 | 488 | 0.03% | 0.03% | 642 | +1,024 | 12.47% | Q4 2025 | Feb 23, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Reduced | 9,222 | 487 | 0.0% | 0.0% | 643 | -840 | -8.35% | Q4 2025 | Feb 17, 2026 |
| WIREGRASS INVESTMENT MANAGEMENT LLC | History | New | 9,200 | 486 | 0.41% | — | 644 | +9,200 | New | Q4 2025 | Feb 13, 2026 |
| Pacific Excel Wealth Advisors, Inc. | History | New | 9,139 | 483 | 0.91% | — | 647 | +9,139 | New | Q4 2025 | Feb 18, 2026 |
| Asset Allocation & Management Company, LLC | History | No change | 9,139 | 483 | 0.19% | 0.2% | 645 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| 1492 Capital Management LLC | History | No change | 9,148 | 483 | 0.18% | 0.2% | 646 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Genesis Wealth Advisors, LLC | History | Reduced | 9,109 | 481 | 0.33% | 0.41% | 648 | -1,870 | -17.03% | Q4 2025 | Feb 13, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 9,111 | 481 | 0.02% | 0.02% | 649 | +20 | 0.22% | Q4 2025 | Jan 21, 2026 |
| Merit Financial Group, LLC | History | Added to | 9,088 | 480 | 0.0% | 0.0% | 650 | +1,935 | 27.05% | Q4 2025 | Jan 26, 2026 |
| Clarendon Private LLC | History | Added to | 9,019 | 476 | 0.4% | 0.43% | 651 | +135 | 1.52% | Q4 2025 | Feb 05, 2026 |
| Pacific Park Financial, Inc. | History | New | 8,993 | 475 | 0.3% | — | 654 | +8,993 | New | Q4 2025 | Jan 30, 2026 |
| VISION FINANCIAL MARKETS LLC | History | No change | 9,000 | 475 | 0.48% | 0.41% | 652 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 9,001 | 475 | 0.1% | 0.1% | 653 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Cresset Asset Management, LLC | History | Added to | 8,979 | 474 | 0.0% | 0.0% | 655 | +47 | 0.53% | Q4 2025 | Feb 17, 2026 |
| TAGStone Capital, Inc. | History | Added to | 8,912 | 471 | 0.18% | 0.18% | 656 | +134 | 1.53% | Q4 2025 | Feb 10, 2026 |
| VestGen Advisors, LLC | History | New | 8,897 | 470 | 0.02% | — | 657 | +8,897 | New | Q4 2025 | Feb 17, 2026 |
| WealthBridge Capital Management, LLC | History | No change | 8,886 | 469 | 0.11% | 0.11% | 658 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Peak Retirement Planning, Inc. | History | New | 8,695 | 459 | 0.11% | — | 660 | +8,695 | New | Q4 2025 | Feb 10, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Added to | 8,692 | 459 | 0.01% | 0.0% | 659 | +2,370 | 37.49% | Q4 2025 | Feb 12, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 8,661 | 458 | 0.01% | 0.01% | 661 | +1,807 | 26.36% | Q4 2025 | Jan 07, 2026 |
| Marathon Strategic Advisors, LLC | History | Reduced | 8,656 | 457 | 0.35% | 0.4% | 662 | -835 | -8.8% | Q4 2025 | Feb 11, 2026 |
| GARRISON POINT ADVISORS, LLC | History | Added to | 8,600 | 454 | 0.2% | 0.18% | 663 | +680 | 8.59% | Q4 2025 | Feb 13, 2026 |
| Mayflower Financial Advisors, LLC | History | Reduced | 8,583 | 453 | 0.05% | 0.06% | 664 | -10 | -0.12% | Q4 2025 | Jan 13, 2026 |
| BURLING WEALTH PARTNERS, LLC | History | New | 8,475 | 448 | 0.07% | — | 667 | +8,475 | New | Q4 2025 | Feb 06, 2026 |
| McAdam, LLC | History | Added to | 8,489 | 448 | 0.02% | 0.02% | 665 | +1,430 | 20.26% | Q4 2025 | Feb 13, 2026 |
| Successful Portfolios LLC | History | Reduced | 8,478 | 448 | 0.23% | 0.26% | 666 | -8 | -0.09% | Q4 2025 | Jan 23, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 8,421 | 445 | 0.01% | 0.01% | 668 | +2,125 | 33.75% | Q4 2025 | Feb 06, 2026 |
| MetLife Investment Management, LLC | History | No change | 8,404 | 444 | 0.0% | 0.0% | 669 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Legacy Bridge, LLC | History | No change | 8,382 | 443 | 0.18% | 0.18% | 670 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| FORTERIS WEALTH MANAGEMENT INC. | History | New | 8,370 | 442 | 0.44% | — | 671 | +8,370 | New | Q4 2025 | Jan 26, 2026 |
| PACIFIC FINANCIAL GROUP INC | History | Added to | 8,333 | 440 | 0.24% | 0.15% | 672 | +4,524 | 118.77% | Q4 2025 | Feb 17, 2026 |
| Brucke Financial, Inc. | History | Reduced | 8,338 | 440 | 0.24% | 0.26% | 674 | -179 | -2.1% | Q4 2025 | Jan 12, 2026 |
| Rockwood Wealth Management, LLC | History | No change | 8,329 | 440 | 0.03% | 0.04% | 673 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| CFM WEALTH PARTNERS LLC | History | No change | 8,285 | 438 | 0.06% | 0.06% | 675 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Verum Partners LLC | History | Added to | 8,211 | 434 | 0.09% | 0.09% | 676 | +123 | 1.52% | Q4 2025 | Jan 14, 2026 |
| PATTON ALBERTSON MILLER GROUP, LLC | History | No change | 8,125 | 429 | 0.05% | 0.05% | 677 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | History | Reduced | 8,074 | 426 | 0.12% | 0.13% | 678 | -130 | -1.58% | Q4 2025 | Feb 04, 2026 |
| Voya Financial Advisors, Inc. | History | Reduced | 8,040 | 425 | 0.04% | 0.04% | 679 | -111 | -1.36% | Q4 2025 | Feb 13, 2026 |
| Two West Capital Advisors LLC | History | Added to | 8,021 | 424 | 0.25% | 0.23% | 680 | +830 | 11.54% | Q4 2025 | Jan 13, 2026 |
| Ceeto Capital Group, LLC | History | No change | 8,000 | 423 | 0.12% | 0.12% | 681 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | History | Reduced | 7,927 | 419 | 0.03% | 0.09% | 682 | -15,500 | -66.16% | Q4 2025 | Feb 13, 2026 |
| Elyxium Wealth, LLC | History | No change | 7,914 | 418 | 0.12% | 0.15% | 683 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Capital Advisors Wealth Management, LLC | History | Added to | 7,904 | 417 | 0.06% | 0.06% | 684 | +51 | 0.65% | Q4 2025 | Jan 21, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Added to | 7,846 | 414 | 0.34% | 0.39% | 685 | +606 | 8.37% | Q4 2025 | Feb 10, 2026 |
| Cyndeo Wealth Partners, LLC | History | No change | 7,773 | 411 | 0.02% | 0.02% | 686 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Walleye Partners, LLC | History | New | 7,761 | 410 | 0.46% | — | 687 | +7,761 | New | Q4 2025 | Jan 28, 2026 |
| COMMERCE BANK | History | Added to | 7,697 | 407 | 0.0% | 0.0% | 688 | +651 | 9.24% | Q4 2025 | Feb 13, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Added to | 7,713 | 407 | 0.01% | 0.01% | 689 | +1 | 0.01% | Q4 2025 | Jan 30, 2026 |
| KPP Advisory Services LLC | History | Reduced | 7,657 | 404 | 0.06% | 0.06% | 690 | -35 | -0.46% | Q4 2025 | Feb 02, 2026 |
| Ancora Advisors LLC | History | Added to | 7,627 | 403 | 0.01% | 0.01% | 691 | +91 | 1.21% | Q4 2025 | Feb 17, 2026 |
| RMR Wealth Builders | History | Reduced | 7,629 | 403 | 0.03% | 0.03% | 692 | -22 | -0.29% | Q4 2025 | Jan 29, 2026 |
| Capital Analysts, LLC | History | Added to | 7,587 | 401 | 0.01% | 0.01% | 694 | +2,178 | 40.27% | Q4 2025 | Feb 11, 2026 |
| FIRST UNITED BANK & TRUST | History | Reduced | 7,599 | 401 | 0.13% | 0.13% | 693 | -205 | -2.63% | Q4 2025 | Jan 21, 2026 |
| ONE Advisory Partners, LLC | History | Added to | 7,583 | 400 | 0.12% | 0.11% | 695 | +1,072 | 16.46% | Q4 2025 | Jan 12, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Added to | 7,529 | 398 | 0.02% | 0.02% | 696 | +51 | 0.68% | Q4 2025 | Feb 11, 2026 |
| Invst, LLC | History | Reduced | 7,516 | 397 | 0.04% | 0.05% | 697 | -157 | -2.05% | Q4 2025 | Feb 11, 2026 |
| CGN Advisors LLC | History | No change | 7,407 | 391 | 0.03% | 0.03% | 698 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | Added to | 7,389 | 390 | 0.15% | 0.15% | 699 | +73 | 1.0% | Q4 2025 | Feb 13, 2026 |
| TFB Advisors LLC | History | Added to | 7,321 | 387 | 0.11% | 0.11% | 700 | +366 | 5.26% | Q4 2025 | Feb 13, 2026 |
| American Trust | History | Reduced | 7,255 | 383 | 0.03% | 0.07% | 701 | -7,344 | -50.3% | Q4 2025 | Feb 17, 2026 |
| Panoramic Capital Partners, LLC | History | Reduced | 7,181 | 379 | 0.23% | 0.25% | 702 | -114 | -1.56% | Q4 2025 | Jan 07, 2026 |
| HOHIMER WEALTH MANAGEMENT, LLC | History | Reduced | 7,149 | 378 | 0.05% | 0.06% | 703 | -448 | -5.9% | Q4 2025 | Feb 12, 2026 |
| PKS Advisory Services, LLC | History | Added to | 7,110 | 375 | 0.09% | 0.07% | 704 | +1,001 | 16.39% | Q4 2025 | Feb 02, 2026 |
| Winthrop Advisory Group LLC | History | Added to | 7,045 | 372 | 0.03% | 0.03% | 705 | +53 | 0.76% | Q4 2025 | Jan 21, 2026 |
| HEADINVEST, LLC | History | New | 7,021 | 371 | 0.07% | — | 706 | +7,021 | New | Q4 2025 | Feb 02, 2026 |
| Patten Group, Inc. | History | Reduced | 7,010 | 370 | 0.07% | 0.07% | 708 | -56 | -0.79% | Q4 2025 | Jan 23, 2026 |
| TRUEFG, LLC | History | Added to | 7,014 | 370 | 0.1% | 0.1% | 709 | +46 | 0.66% | Q4 2025 | Jan 21, 2026 |
| Choate Investment Advisors | History | No change | 7,015 | 370 | 0.01% | 0.01% | 707 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Oath Planning, LLC | History | New | 6,963 | 368 | 0.36% | — | 710 | +6,963 | New | Q4 2025 | Feb 12, 2026 |
| RFG - Bristol Wealth Advisors, LLC | History | Reduced | 6,945 | 367 | 0.1% | 0.11% | 711 | -481 | -6.48% | Q4 2025 | Jan 23, 2026 |
| Brookwood Investment Group LLC | History | Added to | 6,945 | 367 | 0.04% | 0.05% | 712 | +57 | 0.83% | Q4 2025 | Jan 22, 2026 |
| Cypress Capital Group | History | Added to | 6,890 | 364 | 0.04% | 0.04% | 713 | +985 | 16.68% | Q4 2025 | Feb 11, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 6,856 | 362 | 0.02% | 0.02% | 714 | +34 | 0.5% | Q4 2025 | Feb 20, 2026 |
| Janney Capital Management LLC | History | Reduced | 6,832 | 361 | 0.02% | 0.02% | 715 | -304 | -4.26% | Q4 2025 | Feb 11, 2026 |
| Value Partners Investments Inc. | History | No change | 6,833 | 361 | 0.03% | 0.03% | 716 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Downshift Financial, LLC | History | New | 6,791 | 359 | 0.22% | — | 717 | +6,791 | New | Q4 2025 | Mar 11, 2026 |
| ASPIRIANT, LLC | History | Added to | 6,754 | 357 | 0.01% | 0.01% | 718 | +150 | 2.27% | Q4 2025 | Jan 20, 2026 |
| Highview Capital Management LLC/DE/ | History | New | 6,750 | 356 | 0.13% | — | 719 | +6,750 | New | Q4 2025 | Jan 27, 2026 |
| GEN Financial Management, INC. | History | No change | 6,751 | 356 | 0.22% | 0.31% | 720 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Mattson Financial Services, LLC | History | Added to | 6,661 | 352 | 0.08% | 0.07% | 721 | +1,253 | 23.17% | Q4 2025 | Feb 12, 2026 |
| Wagner Wealth Management, Corp | History | New | 6,653 | 351 | 0.35% | — | 722 | +6,653 | New | Q4 2025 | Feb 12, 2026 |
| BankPlus Wealth Management LLC | History | New | 6,592 | 348 | 0.19% | — | 723 | +6,592 | New | Q4 2025 | Feb 04, 2026 |
| Seascape Capital Management | History | Reduced | 6,560 | 347 | 0.1% | 0.1% | 724 | -40 | -0.61% | Q4 2025 | Jan 21, 2026 |
| Seelaus Asset Management LLC | History | No change | 6,551 | 346 | 0.27% | 0.28% | 725 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| West Wealth Group, LLC | History | Added to | 6,407 | 338 | 0.07% | 0.08% | 727 | +62 | 0.98% | Q4 2025 | Jan 26, 2026 |
| BTG Pactual Asset Management US LLC | History | No change | 6,407 | 338 | 0.03% | 0.02% | 726 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SteelPeak Wealth, LLC | History | Reduced | 6,299 | 333 | 0.01% | 0.01% | 728 | -160 | -2.48% | Q4 2025 | Jan 20, 2026 |
| Keystone Financial Group, Inc. | History | Added to | 6,284 | 332 | 0.17% | 0.18% | 729 | +95 | 1.53% | Q4 2025 | Jan 16, 2026 |
| Obermeyer Wealth Partners | History | Reduced | 6,270 | 331 | 0.02% | 0.02% | 730 | -160 | -2.49% | Q4 2025 | Jan 29, 2026 |
| Heartwood Wealth Advisors LLC | History | No change | 6,216 | 328 | 0.03% | 0.03% | 731 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Guidance Point Advisors, LLC | History | New | 6,185 | 327 | 0.08% | — | 732 | +6,185 | New | Q4 2025 | Feb 11, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | Reduced | 6,170 | 326 | 0.02% | 0.03% | 733 | -1,200 | -16.28% | Q4 2025 | Feb 17, 2026 |
| Destiny Capital Corp/CO | History | Reduced | 6,128 | 324 | 0.17% | 0.18% | 734 | -29 | -0.47% | Q4 2025 | Jan 23, 2026 |
| WOODWARD DIVERSIFIED CAPITAL, LLC | History | Reduced | 6,052 | 320 | 0.15% | 0.16% | 735 | -278 | -4.39% | Q4 2025 | Jan 14, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | Reduced | 6,065 | 320 | 0.08% | 0.08% | 736 | -35 | -0.57% | Q4 2025 | Jan 27, 2026 |
| Edgemoor Investment Advisors, Inc. | History | Reduced | 5,940 | 314 | 0.02% | 0.03% | 737 | -970 | -14.04% | Q4 2025 | Feb 10, 2026 |
| Florida Trust Wealth Management Co | History | Added to | 5,926 | 313 | 0.01% | 0.01% | 739 | +926 | 18.52% | Q4 2025 | Jan 20, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Added to | 5,934 | 313 | 0.01% | 0.01% | 738 | +321 | 5.72% | Q4 2025 | Feb 03, 2026 |
| 55 North Private Wealth, LLC | History | New | 5,879 | 310 | 0.08% | — | 741 | +5,879 | New | Q4 2025 | Jan 27, 2026 |
| WEBSTER BANK, N. A. | History | Added to | 5,876 | 310 | 0.03% | 0.03% | 740 | +547 | 10.26% | Q4 2025 | Jan 23, 2026 |
| Lifeworks Advisors, LLC | History | Added to | 5,823 | 307 | 0.04% | 0.04% | 742 | +24 | 0.41% | Q4 2025 | Feb 13, 2026 |
| Hoxton Planning & Management, LLC | History | No change | 5,815 | 307 | 0.09% | 0.1% | 743 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| IEQ CAPITAL, LLC | History | No change | 5,780 | 305 | 0.0% | 0.0% | 744 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Grey Fox Wealth Advisors, LLC | History | Reduced | 5,739 | 303 | 0.06% | 0.15% | 745 | -7,996 | -58.22% | Q4 2025 | Feb 12, 2026 |
| BESSEMER GROUP INC | History | Reduced | 5,699 | 302 | 0.0% | 0.0% | 746 | -14,060 | -71.16% | Q4 2025 | Feb 05, 2026 |
| Americana Partners, LLC | History | Added to | 5,729 | 302 | 0.01% | 0.01% | 747 | +374 | 6.98% | Q4 2025 | Feb 06, 2026 |
| WEST MICHIGAN ADVISORS, LLC | History | Reduced | 5,704 | 301 | 0.07% | 0.08% | 749 | -482 | -7.79% | Q4 2025 | Jan 28, 2026 |
| Parkside Financial Bank & Trust | History | No change | 5,706 | 301 | 0.02% | 0.02% | 748 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Westshore Wealth, LLC | History | New | 5,674 | 300 | 0.1% | — | 751 | +5,674 | New | Q4 2025 | Feb 25, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 5,683 | 300 | 0.0% | 0.0% | 750 | +1,041 | 22.43% | Q4 2025 | Feb 10, 2026 |
| Tanager Wealth Management LLP | History | New | 5,651 | 298 | 0.03% | — | 752 | +5,651 | New | Q4 2025 | Jan 26, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 5,634 | 297 | 0.01% | 0.06% | 754 | -23,902 | -80.92% | Q4 2025 | Jan 27, 2026 |
| Fortis Capital Advisors, LLC | History | Added to | 5,634 | 297 | 0.04% | 0.04% | 756 | +487 | 9.46% | Q4 2025 | Jan 27, 2026 |
| Intergy Private Wealth, LLC | History | Reduced | 5,621 | 297 | 0.09% | 0.09% | 755 | -1 | -0.02% | Q4 2025 | Jan 22, 2026 |
| Cheviot Value Management, LLC | History | No change | 5,603 | 297 | 0.03% | 0.03% | 753 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 5,575 | 294 | 0.03% | 0.07% | 758 | -5,500 | -49.66% | Q4 2025 | Feb 13, 2026 |
| ORLEANS CAPITAL MANAGEMENT CORP/LA | History | Added to | 5,560 | 294 | 0.18% | 0.18% | 757 | +200 | 3.73% | Q4 2025 | Feb 13, 2026 |
| J. L. Bainbridge & Co., Inc. | History | No change | 5,567 | 294 | 0.02% | 0.02% | 759 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Clearwave Capital, LLC | History | New | 5,557 | 293 | 0.22% | — | 760 | +5,557 | New | Q4 2025 | Mar 02, 2026 |
| waypoint wealth counsel | History | No change | 5,485 | 290 | 0.11% | 0.11% | 761 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Goldstone Financial Group, LLC | History | No change | 5,480 | 289 | 0.03% | 0.03% | 762 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Townsend & Associates, Inc | History | Reduced | 5,458 | 288 | 0.03% | 0.03% | 765 | -94 | -1.69% | Q4 2025 | Jan 26, 2026 |
| Integrated Investment Consultants, LLC | History | Reduced | 5,464 | 288 | 0.06% | 0.05% | 764 | -90 | -1.62% | Q4 2025 | Mar 03, 2026 |
| TD Capital Management LLC | History | No change | 5,450 | 288 | 0.03% | 0.03% | 763 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| PANORAMIC INVESTMENT ADVISORS, LLC | History | Reduced | 5,444 | 287 | 0.16% | 0.17% | 767 | -141 | -2.52% | Q4 2025 | Feb 05, 2026 |
| Evanson Asset Management, LLC | History | Added to | 5,435 | 287 | 0.02% | 0.02% | 766 | +82 | 1.53% | Q4 2025 | Jan 12, 2026 |
| Rede Wealth, LLC | History | New | 5,424 | 286 | 0.1% | — | 768 | +5,424 | New | Q4 2025 | Jan 23, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 5,408 | 285 | 0.01% | 0.01% | 769 | -706 | -11.55% | Q4 2025 | Feb 17, 2026 |
| Sovran Advisors, LLC | History | Reduced | 5,377 | 284 | 0.02% | 0.03% | 770 | -211 | -3.78% | Q4 2025 | Jan 20, 2026 |
| Bayshore Capital Advisors, LLC | History | New | 5,361 | 283 | 0.14% | — | 771 | +5,361 | New | Q4 2025 | Feb 05, 2026 |
| Compton Financial Group, LLC | History | Reduced | 5,295 | 280 | 0.06% | 0.09% | 772 | -2,127 | -28.66% | Q4 2025 | Feb 05, 2026 |
| Ignite Planners, LLC | History | No change | 5,251 | 278 | 0.04% | 0.05% | 773 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Tuttle Capital Management, LLC | History | New | 5,250 | 277 | 0.61% | — | 774 | +5,250 | New | Q4 2025 | Jan 08, 2026 |
| Trek Financial, LLC | History | Added to | 5,255 | 277 | 0.02% | 0.01% | 775 | +798 | 17.9% | Q4 2025 | Feb 04, 2026 |
| Independent Solutions Wealth Management, LLC | History | Reduced | 5,223 | 276 | 0.05% | 0.05% | 776 | -39 | -0.74% | Q4 2025 | Feb 05, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Reduced | 5,218 | 275 | 0.03% | 0.03% | 778 | -32 | -0.61% | Q4 2025 | Jan 28, 2026 |
| C2C Wealth Management, LLC | History | No change | 5,202 | 275 | 0.23% | 0.24% | 777 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Glass Jacobson Investment Advisors llc | History | Reduced | 5,198 | 274 | 0.1% | 0.1% | 779 | -133 | -2.49% | Q4 2025 | Jan 22, 2026 |
| Stratos Wealth Advisors, LLC | History | New | 5,176 | 273 | 0.01% | — | 780 | +5,176 | New | Q4 2025 | Jan 20, 2026 |
| D.B. Root & Company, LLC | History | Reduced | 5,180 | 273 | 0.07% | 0.12% | 781 | -3,525 | -40.49% | Q4 2025 | Feb 03, 2026 |
| BlueChip Wealth Advisors LLC | History | No change | 5,170 | 273 | 0.11% | 0.12% | 782 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Centurion Wealth Management LLC | History | No change | 5,148 | 272 | 0.06% | 0.06% | 783 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| PLIMOTH TRUST CO LLC | History | No change | 5,127 | 271 | 0.06% | 0.06% | 784 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Grove Bank & Trust | History | No change | 5,137 | 271 | 0.03% | 0.03% | 785 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Tandem Investment Partners LLC | History | Added to | 5,124 | 270 | 0.23% | 0.19% | 786 | +699 | 15.8% | Q4 2025 | Jan 21, 2026 |
| SEAMOUNT FINANCIAL GROUP INC | History | Added to | 5,086 | 268 | 0.12% | 0.12% | 789 | +475 | 10.3% | Q4 2025 | Jan 26, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 5,080 | 268 | 0.03% | 0.03% | 787 | +234 | 4.83% | Q4 2025 | Jan 26, 2026 |
| Disciplined Investments, LLC | History | Reduced | 5,086 | 268 | 0.1% | 0.11% | 788 | -34 | -0.66% | Q4 2025 | Feb 05, 2026 |
| THRYVE WEALTH MANAGEMENT LLC | History | New | 5,055 | 267 | 0.13% | — | 790 | +5,055 | New | Q4 2025 | Feb 25, 2026 |
| Insight Wealth Partners, LLC | History | Reduced | 5,016 | 265 | 0.04% | 0.08% | 791 | -6 | -0.12% | Q4 2025 | Feb 17, 2026 |
| XTX Topco Ltd | History | New | 5,009 | 264 | 0.01% | — | 793 | +5,009 | New | Q4 2025 | Feb 17, 2026 |
| Black Maple Capital Management LP | History | No change | 5,000 | 264 | 0.18% | 0.13% | 792 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Signature Equity Partners, LLC | History | New | 4,967 | 262 | 0.14% | — | 796 | +4,967 | New | Q4 2025 | Feb 17, 2026 |
| ST GERMAIN D J CO INC | History | Reduced | 4,964 | 262 | 0.01% | 0.01% | 794 | -1,497 | -23.17% | Q4 2025 | Jan 29, 2026 |
| Concord Wealth Partners | History | Reduced | 4,966 | 262 | 0.03% | 0.04% | 795 | -294 | -5.59% | Q4 2025 | Jan 29, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | New | 4,952 | 261 | 0.05% | — | 797 | +4,952 | New | Q4 2025 | Feb 13, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Reduced | 4,933 | 260 | 0.01% | 0.02% | 798 | -3,491 | -41.44% | Q4 2025 | Jan 12, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 4,906 | 259 | 0.02% | 0.02% | 801 | +362 | 7.97% | Q4 2025 | Jan 23, 2026 |
| Independent Advisor Alliance | History | Reduced | 4,898 | 259 | 0.01% | 0.01% | 800 | -114 | -2.27% | Q4 2025 | Feb 04, 2026 |